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Michael C. Burgess: stock trades

Republican, Representative for TX's 26th district. Value ranges as filed, never exact figures.

Activity

Top sectors

Trades in companies we cover, by the company’s sector. Green is purchases, red is sales.

  • Health Care39% of trades 49
  • Financials22% of trades 28
  • Consumer Discretionary12% of trades 15
  • Technology9% of trades 11
  • Industrials6% of trades 7
  • Energy6% of trades 7

Would copying Michael C. Burgess’s trades have beaten the S&P 500?

Copying Michael C. Burgess’s disclosed holdings (starting from the holdings in each annual disclosure report once it was published, then adding purchases and taking off sales as each trade report became public, sized by the amounts reported, with call options counted as the stock until they expired) would have turned $10,000 on August 9, 2016 into $25,160 by November 2, 2026, against $40,805 in the S&P 500: +9.5% a year against +14.8%, with a beta of 0.99. Selling each purchase after 6 months instead would have made +4.2% a year. Six months after each report, the average share purchase was −6.7% against the S&P 500 (median −3.4%), and 35% beat it, a gap unlikely to be luck alone. Measured from the trade date instead, the member’s own timing, the average was −8.7%. Reports arrived a median of 20 days after the trade. 3 purchases had already been sold in full by the time they were reported, so a follower could not copy them; the averages below still count every purchase.

$0$20.0k$40.0k 201620182020202220242026 $40.8k$25.2k
Copying Michael C. BurgessS&P 500, buy and hold $10,000 copying Michael C. Burgess’s disclosed holdings from August 9, 2016, before costs and taxes, marked weekly. Each annual report resets the copy to the holdings it lists; each trade report then adds or reduces positions, sized by the middle of the amount band filed (a partial sale takes off its band but never more than half the position). Holdings before the first report in our records are unknown. Money not in a stock earns the Treasury bill rate.
MeasuredTrades countedAverage vs S&P 500MedianWent the right wayt-statisticEvidence
Purchases, 3 months after the report 43 −4.7% −5.5% 44% -1.81 No reliable evidence
Purchases, 6 months after the report 43 −6.7% −3.4% 35% -1.79 Strong evidence: behind
Purchases, 3 months after the trade 43 −4.7% −4.8% 44% -2.29 No reliable evidence
Purchases, 6 months after the trade 43 −8.7% −7.2% 37% -2.76 Strong evidence: behind
Sales, 6 months after the report 84 −3.2% −1.2% 54% -1.55 No reliable evidence
Return a year, copying
+9.5%
S&P 500, same dates
+14.8%
Yearly swing (S&P 500)
22% (18%)
Sharpe ratio (S&P 500)
0.41 (0.72)
Biggest drop (S&P 500)
−41% (−34%)
Market sensitivity (beta)
0.99

“Average vs S&P 500” is the stock’s return including dividends minus the index’s over the same dates. For sales, a negative figure means the stock lagged after it was sold, so selling was the right call (green). “Went the right way” is the share of purchases that beat the index, or of sales that trailed it. The t-statistic treats each trade as a separate bet; the Evidence label is stricter and uses one average per month of reports, because trades bunch together. Trades in companies we cover only. The averages count share trades; the copy portfolio also counts call options as the stock and sizes positions by the middle of each band filed. No trading costs or taxes. These are the stocks’ moves after each trade: they say nothing about why Michael C. Burgess traded and do not suggest the use of non-public information. How every member compares.

Stocks traded

Every company we cover that appears in the reports. “Since first purchase” is the stock’s move from the close on the member’s first disclosed purchase to the latest close, against the S&P 500; it is not the member’s return.
SYKStryker Corporation 1$1,001–$15,000 24$236,024–$865,000 Oct 14, 2021 Mar 17, 2023 ▲ 22.4%−77.1 pts vs S&P
BXBlackstone Inc. 4$60,004–$200,000 8$78,008–$295,000 Feb 24, 2023 Jan 12, 2024 —
ILMNIllumina, Inc. 3$31,003–$115,000 8$36,008–$190,000 Jan 2, 2024 Sep 3, 2024 ▲ 77.1%+12.3 pts vs S&P
UPSUnited Parcel Service 4$32,004–$130,000 3$3,003–$45,000 Aug 9, 2023 Jul 22, 2024 ▼ 27.2%−103.3 pts vs S&P
AMZNAmazon 2$30,002–$100,000 4$32,004–$130,000 Jun 14, 2022 Aug 14, 2023 ▲ 146.3%+32.1 pts vs S&P
RYRoyal Bank Of Canada 3$17,003–$80,000 3$17,003–$80,000 Aug 9, 2023 Jul 25, 2024 —
DISThe Walt Disney Company 2$16,002–$65,000 3$17,003–$80,000 Dec 2, 2021 Jan 20, 2023 ▼ 20.0%−96.3 pts vs S&P
AAPAdvance Auto Parts Inc 2$30,002–$100,000 2$2,002–$30,000 Feb 24, 2023 Feb 24, 2023 ▼ 63.0%−162.4 pts vs S&P
ABBVAbbVie 1$15,001–$50,000 3$17,003–$80,000 Jul 6, 2023 Apr 10, 2024 ▲ 134.6%+56.2 pts vs S&P
BRK.BBerkshire Hathaway 2$16,002–$65,000 2$30,002–$100,000 Feb 9, 2022 Aug 14, 2023 ▲ 72.8%−2.8 pts vs S&P
MSFTMicrosoft Corporation 2$16,002–$65,000 2$30,002–$100,000 Dec 2, 2021 Sep 15, 2023 ▲ 64.8%−11.4 pts vs S&P
BBYBest Buy 1$15,001–$50,000 2$30,002–$100,000 Aug 22, 2023 Feb 26, 2024 ▲ 48.1%−31.0 pts vs S&P
CCChemours Co 2$30,002–$100,000 1$1,001–$15,000 Jul 6, 2023 Aug 9, 2023 ▼ 58.8%−137.2 pts vs S&P
CICigna 1$15,001–$50,000 2$30,002–$100,000 Nov 19, 2021 Jul 21, 2023 ▲ 7.8%−91.6 pts vs S&P
MSMorgan Stanley 1$15,001–$50,000 2$16,002–$65,000 Oct 7, 2022 Nov 11, 2022 ▲ 169.3%+50.4 pts vs S&P
PANWPalo Alto Networks 1$15,001–$50,000 2$30,002–$100,000 Dec 8, 2023 Feb 9, 2024 ▲ 135.1%+65.2 pts vs S&P
VLOValero Energy 1$15,001–$50,000 2$30,002–$100,000 Dec 8, 2023 Jan 12, 2024 ▲ 241.4%+171.5 pts vs S&P
ABTAbbott Laboratories 1$1,001–$15,000 1$1,001–$15,000 Dec 2, 2021 Jan 7, 2022 ▼ 6.0%−82.3 pts vs S&P
AMDAdvanced Micro Devices 1$1,001–$15,000 1$1,001–$15,000 Aug 9, 2023 Jan 2, 2024 ▲ 342.8%+266.8 pts vs S&P
AMGNAmgen 1$15,001–$50,000 1$15,001–$50,000 Apr 5, 2023 Jan 2, 2024 ▲ 102.7%+9.5 pts vs S&P
CMECME Group 1$15,001–$50,000 1$15,001–$50,000 Aug 9, 2023 Dec 6, 2023 ▲ 68.3%−7.8 pts vs S&P
GOOGLAlphabet Inc. (Class A) 1$15,001–$50,000 1$15,001–$50,000 Jul 6, 2023 Aug 14, 2023 ▲ 134.6%+56.1 pts vs S&P
MRKMerck & Co. 0 2$2,002–$30,000 Sep 13, 2023 Apr 10, 2024 —
PSXPhillips 66 1$15,001–$50,000 1$15,001–$50,000 Apr 5, 2023 Jul 21, 2023 ▲ 195.2%+102.0 pts vs S&P
XOMExxonMobil 1$15,001–$50,000 1$15,001–$50,000 Jan 2, 2024 Mar 11, 2024 ▲ 89.8%+25.0 pts vs S&P
FFord Motor Company 1$1,001–$15,000 0 Feb 9, 2022 Feb 9, 2022 ▼ 10.2%−85.8 pts vs S&P
IBMIBM 0 1$1,001–$15,000 Apr 10, 2024 Apr 10, 2024 —
PRUPrudential Financial 1$15,001–$50,000 0 Aug 22, 2023 Aug 22, 2023 ▲ 52.3%−26.8 pts vs S&P
STLAStellantis N.V. 1$15,001–$50,000 0 Aug 22, 2023 Aug 22, 2023 —
TXNTexas Instruments 0 1$1,001–$15,000 Apr 5, 2023 Apr 5, 2023 —

Trades in companies we cover

“Stock since trade” is the share price move from the close on the trade date to the latest close, with the gap to the S&P 500 beneath. It describes the stock, not what the member made. Click a column heading to sort.

Report
ILMNIllumina, Inc. Sale (full)$15,001 - $50,000 · Spouse Sep 24, 2024 Sep 3, 2024 ▲ 82.0%+41.8 pts vs S&P Filing
ILMNIllumina, Inc. Sale (full)$15,001 - $50,000 Oct 1, 2024 Aug 30, 2024 ▲ 80.4%+43.1 pts vs S&P Filing
RYRoyal Bank Of Canada Sale (full)$15,001 - $50,000 · Spouse Aug 12, 2024 Jul 25, 2024 — Filing
UPSUnited Parcel Service Sale (full)$1,001 - $15,000 · Spouse Jul 31, 2024 Jul 22, 2024 ▼ 13.9%−53.4 pts vs S&P Filing
RYRoyal Bank Of Canada Sale (partial)$1,001 - $15,000 · Spouse Jul 31, 2024 Jul 16, 2024 — Filing
RYRoyal Bank Of Canada Purchase$1,001 - $15,000 Jul 31, 2024 Jul 16, 2024 — Filing
ABBVAbbVie Sale (partial)$1,001 - $15,000 May 2, 2024 Apr 10, 2024 ▲ 84.8%+33.8 pts vs S&P Filing
IBMIBM Sale (partial)$1,001 - $15,000 May 2, 2024 Apr 10, 2024 ▲ 43.8%−7.2 pts vs S&P Filing
MRKMerck & Co. Sale (partial)$1,001 - $15,000 May 2, 2024 Apr 10, 2024 ▲ 22.5%−28.5 pts vs S&P Filing
XOMExxonMobil Sale (full)$15,001 - $50,000 · Spouse Apr 10, 2024 Mar 11, 2024 ▲ 76.5%+24.2 pts vs S&P Filing
ILMNIllumina, Inc. Sale (partial)$1,001 - $15,000 · Spouse Apr 10, 2024 Mar 11, 2024 ▲ 75.2%+22.9 pts vs S&P Filing
ILMNIllumina, Inc. Sale (partial)$1,001 - $15,000 Mar 22, 2024 Mar 11, 2024 ▲ 75.2%+22.9 pts vs S&P Filing
BBYBest Buy Sale (full)$15,001 - $50,000 · Spouse Mar 7, 2024 Feb 26, 2024 ▲ 40.2%−13.7 pts vs S&P Filing
BBYBest Buy Sale (full)$15,001 - $50,000 Mar 7, 2024 Feb 23, 2024 ▲ 40.5%−12.8 pts vs S&P Filing
ILMNIllumina, Inc. Sale (partial)$1,001 - $15,000 · Spouse Mar 7, 2024 Feb 12, 2024 ▲ 74.1%+18.7 pts vs S&P Filing
ILMNIllumina, Inc. Sale (partial)$1,001 - $15,000 Mar 7, 2024 Feb 12, 2024 ▲ 74.1%+18.7 pts vs S&P Filing
ILMNIllumina, Inc. Purchase$15,001 - $50,000 Mar 7, 2024 Feb 12, 2024 ▲ 74.1%+18.7 pts vs S&P Filing
ILMNIllumina, Inc. Sale (partial)$1,001 - $15,000 Mar 7, 2024 Feb 9, 2024 ▲ 76.8%+21.4 pts vs S&P Filing
PANWPalo Alto Networks Sale (full)$15,001 - $50,000 Mar 7, 2024 Feb 9, 2024 ▲ 86.1%+30.8 pts vs S&P Filing
BXBlackstone Inc. Sale (full)$15,001 - $50,000 Feb 5, 2024 Jan 12, 2024 — Filing
VLOValero Energy Sale (full)$15,001 - $50,000 Feb 5, 2024 Jan 12, 2024 ▲ 218.6%+155.3 pts vs S&P Filing
RYRoyal Bank Of Canada Purchase$1,001 - $15,000 · Spouse Jan 22, 2024 Jan 10, 2024 — Filing
RYRoyal Bank Of Canada Sale (full)$1,001 - $15,000 · Spouse Jan 22, 2024 Jan 10, 2024 — Filing
AMDAdvanced Micro Devices Sale (full)$1,001 - $15,000 · Spouse Jan 22, 2024 Jan 2, 2024 ▲ 253.0%+188.2 pts vs S&P Filing
AMGNAmgen Sale (full)$15,001 - $50,000 · Spouse Jan 22, 2024 Jan 2, 2024 ▲ 68.4%+3.7 pts vs S&P Filing
BXBlackstone Inc. Sale (full)$15,001 - $50,000 · Spouse Jan 22, 2024 Jan 2, 2024 — Filing
XOMExxonMobil Purchase$15,001 - $50,000 · Spouse Jan 22, 2024 Jan 2, 2024 ▲ 89.8%+25.0 pts vs S&P Filing
ILMNIllumina, Inc. Purchase$15,001 - $50,000 · Spouse Jan 22, 2024 Jan 2, 2024 ▲ 77.1%+12.3 pts vs S&P Filing
ILMNIllumina, Inc. Sale (partial)$1,001 - $15,000 · Spouse Jan 22, 2024 Jan 2, 2024 ▲ 77.1%+12.3 pts vs S&P Filing
ILMNIllumina, Inc. Purchase$1,001 - $15,000 Jan 22, 2024 Jan 2, 2024 ▲ 77.1%+12.3 pts vs S&P Filing
PANWPalo Alto Networks Sale (full)$15,001 - $50,000 · Spouse Jan 22, 2024 Jan 2, 2024 ▲ 142.8%+78.1 pts vs S&P Filing
VLOValero Energy Sale (full)$15,001 - $50,000 · Spouse Jan 22, 2024 Jan 2, 2024 ▲ 220.7%+155.9 pts vs S&P Filing
UPSUnited Parcel Service Sale (full)$1,001 - $15,000 · Spouse Jan 8, 2024 Dec 15, 2023 ▼ 21.5%−87.5 pts vs S&P Filing
UPSUnited Parcel Service Purchase$1,001 - $15,000 · Spouse Jan 8, 2024 Dec 15, 2023 ▼ 21.5%−87.5 pts vs S&P Filing
UPSUnited Parcel Service Sale (full)$1,001 - $15,000 Jan 8, 2024 Dec 14, 2023 ▼ 21.3%−86.9 pts vs S&P Filing
UPSUnited Parcel Service Purchase$1,001 - $15,000 Jan 8, 2024 Dec 14, 2023 ▼ 21.3%−86.9 pts vs S&P Filing
ABBVAbbVie Sale (full)$1,001 - $15,000 Dec 18, 2023 Dec 8, 2023 ▲ 111.3%+41.4 pts vs S&P Filing
BXBlackstone Inc. Sale (partial)$1,001 - $15,000 Dec 18, 2023 Dec 8, 2023 — Filing
BXBlackstone Inc. Purchase$15,001 - $50,000 Dec 18, 2023 Dec 8, 2023 — Filing
PANWPalo Alto Networks Purchase$15,001 - $50,000 Dec 18, 2023 Dec 8, 2023 ▲ 135.1%+65.2 pts vs S&P Filing
VLOValero Energy Purchase$15,001 - $50,000 Dec 18, 2023 Dec 8, 2023 ▲ 241.4%+171.5 pts vs S&P Filing
CMECME Group Sale (full)$15,001 - $50,000 Dec 18, 2023 Dec 6, 2023 ▲ 61.3%−10.6 pts vs S&P Filing
BXBlackstone Inc. Sale (full)$15,001 - $50,000 · Spouse Oct 3, 2023 Sep 25, 2023 — Filing
MSFTMicrosoft Corporation Sale (full)$15,001 - $50,000 Oct 3, 2023 Sep 15, 2023 ▲ 61.8%−14.5 pts vs S&P Filing
MRKMerck & Co. Sale (full)$1,001 - $15,000 Oct 3, 2023 Sep 13, 2023 ▲ 47.0%−28.7 pts vs S&P Filing
BBYBest Buy Purchase$15,001 - $50,000 · Spouse Sep 6, 2023 Aug 22, 2023 ▲ 48.1%−31.0 pts vs S&P Filing
PRUPrudential Financial Purchase$15,001 - $50,000 · Spouse Sep 6, 2023 Aug 22, 2023 ▲ 52.3%−26.8 pts vs S&P Filing
STLAStellantis N.V. Purchase$15,001 - $50,000 · Spouse Sep 6, 2023 Aug 22, 2023 — Filing
GOOGLAlphabet Inc. (Class A) Sale (full)$15,001 - $50,000 · Spouse Sep 6, 2023 Aug 14, 2023 ▲ 114.5%+39.4 pts vs S&P Filing
AMZNAmazon Sale (full)$15,001 - $50,000 · Spouse Sep 6, 2023 Aug 14, 2023 ▲ 79.3%+4.2 pts vs S&P Filing
BRK.BBerkshire Hathaway Sale (full)$15,001 - $50,000 · Spouse Sep 6, 2023 Aug 14, 2023 ▲ 55.4%−19.7 pts vs S&P Filing
ABBVAbbVie Sale (full)$15,001 - $50,000 · Spouse Sep 5, 2023 Aug 14, 2023 ▲ 109.2%+34.1 pts vs S&P Filing
AMDAdvanced Micro Devices Purchase$1,001 - $15,000 · Spouse Sep 6, 2023 Aug 9, 2023 ▲ 342.8%+266.8 pts vs S&P Filing
BXBlackstone Inc. Purchase$15,001 - $50,000 · Spouse Sep 6, 2023 Aug 9, 2023 — Filing
RYRoyal Bank Of Canada Purchase$15,001 - $50,000 · Spouse Sep 6, 2023 Aug 9, 2023 — Filing
UPSUnited Parcel Service Purchase$15,001 - $50,000 · Spouse Sep 6, 2023 Aug 9, 2023 ▼ 27.2%−103.3 pts vs S&P Filing
CCChemours Co Purchase$15,001 - $50,000 Sep 5, 2023 Aug 9, 2023 ▼ 58.3%−134.4 pts vs S&P Filing
CMECME Group Purchase$15,001 - $50,000 Sep 5, 2023 Aug 9, 2023 ▲ 68.3%−7.8 pts vs S&P Filing
UPSUnited Parcel Service Purchase$15,001 - $50,000 Sep 5, 2023 Aug 9, 2023 ▼ 27.2%−103.3 pts vs S&P Filing
PSXPhillips 66 Sale (full)$15,001 - $50,000 Aug 8, 2023 Jul 21, 2023 ▲ 188.4%+114.8 pts vs S&P Filing
CICigna Sale (full)$15,001 - $50,000 Aug 8, 2023 Jul 21, 2023 ▲ 6.9%−66.7 pts vs S&P Filing
BXBlackstone Inc. Sale (full)$15,001 - $50,000 · Spouse Aug 8, 2023 Jul 17, 2023 — Filing
BXBlackstone Inc. Sale (full)$15,001 - $50,000 Aug 8, 2023 Jul 14, 2023 — Filing
ABBVAbbVie Purchase$15,001 - $50,000 · Spouse Jul 18, 2023 Jul 6, 2023 ▲ 134.6%+56.2 pts vs S&P Filing
GOOGLAlphabet Inc. (Class A) Purchase$15,001 - $50,000 · Spouse Jul 18, 2023 Jul 6, 2023 ▲ 134.6%+56.1 pts vs S&P Filing
AMZNAmazon Purchase$15,001 - $50,000 · Spouse Jul 18, 2023 Jul 6, 2023 ▲ 96.3%+17.8 pts vs S&P Filing
AMZNAmazon Sale (partial)$1,001 - $15,000 · Spouse Jul 18, 2023 Jul 6, 2023 ▲ 96.3%+17.8 pts vs S&P Filing
BRK.BBerkshire Hathaway Purchase$1,001 - $15,000 · Spouse Jul 18, 2023 Jul 6, 2023 ▲ 63.2%−15.3 pts vs S&P Filing
CCChemours Co Purchase$15,001 - $50,000 · Spouse Jul 18, 2023 Jul 6, 2023 ▼ 58.8%−137.2 pts vs S&P Filing
CCChemours Co Sale (partial)$1,001 - $15,000 · Spouse Jul 18, 2023 Jul 6, 2023 ▼ 58.8%−137.2 pts vs S&P Filing
BXBlackstone Inc. Sale (partial)$1,001 - $15,000 · Spouse Jun 15, 2023 Jun 1, 2023 — Filing
MSFTMicrosoft Corporation Sale (full)$15,001 - $50,000 · Spouse Apr 14, 2023 Apr 10, 2023 ▲ 85.5%−6.8 pts vs S&P Filing
AMGNAmgen Purchase$15,001 - $50,000 Apr 14, 2023 Apr 5, 2023 ▲ 102.7%+9.5 pts vs S&P Filing
PSXPhillips 66 Purchase$15,001 - $50,000 Apr 14, 2023 Apr 5, 2023 ▲ 195.2%+102.0 pts vs S&P Filing
TXNTexas Instruments Sale (partial)$1,001 - $15,000 Apr 14, 2023 Apr 5, 2023 — Filing
SYKStryker Corporation Sale (full)$15,001 - $50,000 Apr 14, 2023 Mar 17, 2023 ▲ 17.0%−85.0 pts vs S&P Filing
AAPAdvance Auto Parts Inc Purchase$15,001 - $50,000 Mar 14, 2023 Feb 24, 2023 ▼ 63.0%−162.4 pts vs S&P Filing
AAPAdvance Auto Parts Inc Sale (partial)$1,001 - $15,000 Mar 14, 2023 Feb 24, 2023 ▼ 63.0%−162.4 pts vs S&P Filing
BXBlackstone Inc. Purchase$15,001 - $50,000 Mar 14, 2023 Feb 24, 2023 — Filing
SYKStryker Corporation Purchase$1,001 - $15,000 Mar 14, 2023 Feb 24, 2023 ▲ 22.4%−77.1 pts vs S&P Filing
CICigna Purchase$15,001 - $50,000 Mar 14, 2023 Feb 24, 2023 ▲ 7.8%−91.6 pts vs S&P Filing
AAPAdvance Auto Parts Inc Purchase$15,001 - $50,000 · Spouse Mar 3, 2023 Feb 24, 2023 ▼ 63.0%−162.4 pts vs S&P Filing
AAPAdvance Auto Parts Inc Sale (partial)$1,001 - $15,000 · Spouse Mar 3, 2023 Feb 24, 2023 ▼ 63.0%−162.4 pts vs S&P Filing
BXBlackstone Inc. Sale (partial)$1,001 - $15,000 · Spouse Mar 3, 2023 Feb 24, 2023 — Filing
BXBlackstone Inc. Purchase$15,001 - $50,000 · Spouse Mar 3, 2023 Feb 24, 2023 — Filing
MSFTMicrosoft Corporation Purchase$15,001 - $50,000 · Spouse Mar 3, 2023 Feb 24, 2023 ▲ 115.3%+15.9 pts vs S&P Filing
DISThe Walt Disney Company Sale (full)$15,001 - $50,000 Feb 9, 2023 Jan 20, 2023 ▲ 13.8%−85.9 pts vs S&P Filing
SYKStryker Corporation Sale (full)$100,001 - $250,000 · Spouse Jan 25, 2023 Jan 3, 2023 ▲ 30.5%−77.1 pts vs S&P Filing
SYKStryker Corporation Sale (full)$100,001 - $250,000 Jan 25, 2023 Dec 30, 2022 ▲ 31.3%−75.4 pts vs S&P Filing
SYKStryker Corporation Sale (partial)$1,001 - $15,000 Dec 8, 2022 Nov 29, 2022 ▲ 41.7%−59.2 pts vs S&P Filing
SYKStryker Corporation Sale (partial)$1,001 - $15,000 · Spouse Nov 29, 2022 Nov 28, 2022 ▲ 41.7%−58.9 pts vs S&P Filing
DISThe Walt Disney Company Purchase$15,001 - $50,000 Dec 8, 2022 Nov 16, 2022 ▲ 25.3%−75.5 pts vs S&P Filing
DISThe Walt Disney Company Sale (partial)$1,001 - $15,000 Dec 8, 2022 Nov 16, 2022 ▲ 25.3%−75.5 pts vs S&P Filing
MSMorgan Stanley Sale (full)$15,001 - $50,000 Dec 8, 2022 Nov 11, 2022 ▲ 131.9%+32.6 pts vs S&P Filing
SYKStryker Corporation Sale (partial)$1,001 - $15,000 Nov 15, 2022 Oct 25, 2022 ▲ 43.4%−63.0 pts vs S&P Filing
SYKStryker Corporation Sale (partial)$1,001 - $15,000 · Spouse Nov 29, 2022 Oct 24, 2022 ▲ 46.0%−63.6 pts vs S&P Filing
MSMorgan Stanley Purchase$15,001 - $50,000 Nov 2, 2022 Oct 7, 2022 ▲ 169.3%+50.4 pts vs S&P Filing
MSMorgan Stanley Sale (partial)$1,001 - $15,000 Nov 2, 2022 Oct 7, 2022 ▲ 169.3%+50.4 pts vs S&P Filing
SYKStryker Corporation Sale (partial)$1,001 - $15,000 · Spouse Sep 20, 2022 Aug 31, 2022 ▲ 57.5%−44.3 pts vs S&P Filing
SYKStryker Corporation Sale (partial)$1,001 - $15,000 · Spouse Aug 5, 2022 Jul 22, 2022 ▲ 62.0%−39.8 pts vs S&P Filing
SYKStryker Corporation Sale (partial)$1,001 - $15,000 Aug 5, 2022 Jul 22, 2022 ▲ 62.0%−39.8 pts vs S&P Filing
AMZNAmazon Sale (full)$15,001 - $50,000 Aug 5, 2022 Jul 15, 2022 ▲ 121.9%+14.9 pts vs S&P Filing
SYKStryker Corporation Sale (partial)$1,001 - $15,000 · Spouse Jun 27, 2022 Jun 21, 2022 ▲ 65.7%−46.9 pts vs S&P Filing
AMZNAmazon Purchase$15,001 - $50,000 Jun 27, 2022 Jun 14, 2022 ▲ 146.3%+32.1 pts vs S&P Filing
AMZNAmazon Sale (partial)$1,001 - $15,000 Jun 27, 2022 Jun 14, 2022 ▲ 146.3%+32.1 pts vs S&P Filing
SYKStryker Corporation Sale (partial)$1,001 - $15,000 Jun 3, 2022 May 24, 2022 ▲ 39.0%−64.3 pts vs S&P Filing
SYKStryker Corporation Sale (partial)$1,001 - $15,000 · Spouse Jun 3, 2022 May 23, 2022 ▲ 39.1%−62.6 pts vs S&P Filing
SYKStryker Corporation Sale (partial)$1,001 - $15,000 · Spouse Apr 29, 2022 Apr 18, 2022 ▲ 25.2%−57.7 pts vs S&P Filing
SYKStryker Corporation Sale (partial)$1,001 - $15,000 Apr 29, 2022 Apr 18, 2022 ▲ 25.2%−57.7 pts vs S&P Filing
SYKStryker Corporation Sale (partial)$1,001 - $15,000 · Spouse Apr 29, 2022 Mar 21, 2022 ▲ 22.3%−57.9 pts vs S&P Filing
SYKStryker Corporation Sale (partial)$1,001 - $15,000 Apr 15, 2022 Mar 21, 2022 ▲ 22.3%−57.9 pts vs S&P Filing
BRK.BBerkshire Hathaway Sale (partial)$15,001 - $50,000 Apr 15, 2022 Mar 18, 2022 ▲ 62.7%−17.5 pts vs S&P Filing
SYKStryker Corporation Sale (partial)$1,001 - $15,000 Mar 23, 2022 Feb 23, 2022 ▲ 28.2%−62.2 pts vs S&P Filing
BRK.BBerkshire Hathaway Purchase$15,001 - $50,000 Mar 3, 2022 Feb 9, 2022 ▲ 72.8%−2.8 pts vs S&P Filing
FFord Motor Company Purchase$1,001 - $15,000 Mar 3, 2022 Feb 9, 2022 ▼ 10.2%−85.8 pts vs S&P Filing
SYKStryker Corporation Sale (partial)$1,001 - $15,000 · Spouse Feb 10, 2022 Jan 27, 2022 ▲ 32.5%−53.8 pts vs S&P Filing
DISThe Walt Disney Company Sale (partial)$1,001 - $15,000 Feb 10, 2022 Jan 14, 2022 ▼ 22.5%−95.4 pts vs S&P Filing
ABTAbbott Laboratories Sale (partial)$1,001 - $15,000 Jan 27, 2022 Jan 7, 2022 ▼ 11.0%−83.4 pts vs S&P Filing
SYKStryker Corporation Sale (partial)$1,001 - $15,000 Dec 31, 2021 Dec 21, 2021 ▲ 27.2%−46.3 pts vs S&P Filing
SYKStryker Corporation Sale (partial)$1,001 - $15,000 · Spouse Dec 31, 2021 Dec 21, 2021 ▲ 27.2%−46.3 pts vs S&P Filing
ABTAbbott Laboratories Purchase$1,001 - $15,000 Dec 31, 2021 Dec 2, 2021 ▼ 6.0%−82.3 pts vs S&P Filing
MSFTMicrosoft Corporation Purchase$1,001 - $15,000 Dec 31, 2021 Dec 2, 2021 ▲ 64.8%−11.4 pts vs S&P Filing
DISThe Walt Disney Company Purchase$1,001 - $15,000 Dec 31, 2021 Dec 2, 2021 ▼ 20.0%−96.3 pts vs S&P Filing
SYKStryker Corporation Sale (partial)$1,001 - $15,000 Dec 31, 2021 Nov 23, 2021 ▲ 28.0%−44.2 pts vs S&P Filing
CICigna Sale (partial)$15,001 - $50,000 Dec 31, 2021 Nov 19, 2021 ▲ 53.7%−18.2 pts vs S&P Filing
SYKStryker Corporation Sale (partial)$1,001 - $15,000 · Spouse Nov 17, 2021 Oct 19, 2021 ▲ 20.3%−58.6 pts vs S&P Filing
SYKStryker Corporation Sale (partial)$1,001 - $15,000 Nov 17, 2021 Oct 14, 2021 ▲ 23.5%−58.7 pts vs S&P Filing

What happened to the stocks afterwards

Average of the stock’s return minus the S&P 500’s, across this member’s disclosed trade whose window is complete. Nothing here is a member’s profit.

AfterWindowAverage excessTypical (median)Beat the S&P 500TradesFrom the filing date
Purchases 30 days −1.7% −1.5% 46% 35 −1.7% (35)
Purchases 90 days −5.3% −4.8% 43% 35 −6.4% (35)
Sales 30 days +0.4% +1.7% 58% 72 −1.2% (72)
Sales 90 days −2.0% −2.7% 46% 72 −3.6% (72)

Excess return is the stock’s move minus the S&P 500’s over the same dates, measured from the close on the trade date, on closing prices adjusted for splits and dividends. Value ranges are wide, filings arrive up to 45 days late, trades by one member in one stock are not independent, and a stock’s move says nothing about what a member earned. A small average over a few trades is noise, not evidence. This is not investment advice. For sales, a positive figure means the stock went on to beat the market after the sale.

Filings

Holdings and net worth are not shown: members also file annual financial disclosure reports listing what they own, and those are not included here yet. We show only the trades they report.

Source: periodic transaction reports filed with the Clerk of the House of Representatives under the STOCK Act (Senate reports are not included yet). Members report trades by themselves, their spouses and dependent children. Amounts are the value ranges as filed, not exact figures, and a report can be filed up to 45 days after the trade, so the latest trades may not appear yet. Scanned paper reports are linked but not transcribed. By law (5 U.S.C. §13107) these reports may not be used for any commercial purpose other than by news and communications media for dissemination to the general public; we publish them free, as news.

← All trades by members of Congress