Mikie Sherrill: stock trades

Democrat, Representative for NJ's 11th district. Value ranges as filed, never exact figures.

Activity

Stock and option trades by trade date, last 24 months, any company.

Mikie Sherrill: purchases and sales per month

Show as a table

Month	Purchases	Sales
Dec 2024	0	0
Jan 2025	0	0
Feb 2025	0	0
Mar 2025	0	1
Apr 2025	0	0
May 2025	0	0
Jun 2025	0	0
Jul 2025	0	0
Aug 2025	0	0
Sep 2025	0	0
Oct 2025	0	0
Nov 2025	0	0
Dec 2025	0	0
Jan 2026	0	0
Feb 2026	0	0
Mar 2026	0	0
Apr 2026	0	0
May 2026	0	0
Jun 2026	0	0
Jul 2026	0	0
Aug 2026	0	0
Sep 2026	0	0
Oct 2026	0	0
Nov 2026	0	0

Trades, 24 months: 1
Purchases: 0
Sales: 1
In 2025: 1

Top sectors

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

Financials24% of trades 47 trades: 4 purchases, 43 sales
Health Care19% of trades 36 trades: 7 purchases, 29 sales
Technology13% of trades 25 trades: 1 purchases, 24 sales
Industrials10% of trades 19 trades: 2 purchases, 17 sales
Consumer Discretionary7% of trades 14 trades: 1 purchases, 13 sales
Energy7% of trades 14 trades: 5 purchases, 9 sales

Would copying Mikie Sherrill’s trades have beaten the S&P 500?

Copying Mikie Sherrill’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 May 16, 2019 into $24,350 by November 2, 2026, against $29,337 in the S&P 500: +12.7% a year against +15.6%, with a beta of 0.82. Selling each purchase after 6 months instead would have made +0.4% a year. Six months after each report, the average share purchase was −8.7% against the S&P 500 (median −8.9%), and 32% beat it, too few months of reports to tell skill from luck. Measured from the trade date instead, the member’s own timing, the average was −5.2%. Reports arrived a median of 45 days after the trade.

Copying Mikie SherrillS&P 500, buy and hold $10,000 copying Mikie Sherrill’s disclosed holdings from May 16, 2019, 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.

Mikie Sherrill: trades against the S&P 500 afterwards
Measured	Trades counted	Average vs S&P 500	Median	Went the right way	t-statistic	Evidence
Purchases, 3 months after the report	25	−3.6%	−5.7%	40%	-0.82	Not enough data
Purchases, 6 months after the report	25	−8.7%	−8.9%	32%	-1.68	Not enough data
Purchases, 3 months after the trade	25	−1.9%	−4.2%	44%	-0.40	Not enough data
Purchases, 6 months after the trade	25	−5.2%	−9.4%	28%	-0.90	Not enough data
Sales, 6 months after the report	169	−2.4%	−6.0%	60%	-1.44	No reliable evidence

Return a year, copying: +12.7%
S&P 500, same dates: +15.6%
Yearly swing (S&P 500): 28% (19%)
Sharpe ratio (S&P 500): 0.47 (0.69)
Biggest drop (S&P 500): −39% (−34%)
Market sensitivity (beta): 0.82

“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 Mikie Sherrill 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.

Mikie Sherrill: companies traded

UBSUBS Group AG	0	10$1.7M–$3.5M	Mar 7, 2019	Mar 7, 2025	—
BMYBristol Myers Squibb	2$2,002–$30,000	2$2,002–$30,000	Jul 25, 2019	Feb 20, 2020	▲ 79.3%−99.7 pts vs S&P
GILDGilead Sciences	1$1,001–$15,000	3$3,003–$45,000	Apr 18, 2019	Feb 20, 2020	▲ 245.1%+94.8 pts vs S&P
GOOGLAlphabet Inc. (Class A)	0	4$4,004–$60,000	May 29, 2019	Feb 20, 2020	—
MSFTMicrosoft Corporation	0	4$17,069–$52,068	Sep 11, 2019	Feb 20, 2020	—
PFEPfizer	1$1,001–$15,000	3$3,003–$45,000	Aug 2, 2019	Feb 20, 2020	▲ 9.3%−141.0 pts vs S&P
QCOMQualcomm	0	4$2,502–$16,501	Dec 23, 2019	Feb 20, 2020	—
XOMExxonMobil	2$2,002–$30,000	2$2,002–$30,000	Jun 17, 2019	Feb 20, 2020	▲ 226.7%+35.9 pts vs S&P
AMZNAmazon	1$1,001–$15,000	2$16,002–$65,000	May 29, 2019	Feb 20, 2020	▲ 170.7%+18.0 pts vs S&P
AZNAstrazeneca PLC	0	3$3,003–$45,000	May 28, 2019	May 28, 2019	—
BLKBlackRock	1$1,001–$15,000	2$2,002–$30,000	Dec 18, 2019	Feb 20, 2020	▲ 157.8%+7.5 pts vs S&P
CLColgate-Palmolive	1$1,001–$15,000	2$2,002–$30,000	Dec 12, 2019	Feb 20, 2020	▲ 58.9%−93.8 pts vs S&P
DDDuPont	1$1,001–$15,000	2$2,002–$30,000	Dec 18, 2019	Feb 20, 2020	▲ 125.4%−24.9 pts vs S&P
GDGeneral Dynamics	1$1,001–$15,000	2$2,002–$30,000	Dec 18, 2019	Feb 20, 2020	▲ 137.2%−13.1 pts vs S&P
MRKMerck & Co.	0	3$2,772–$30,770	Apr 18, 2019	Feb 20, 2020	—
MTBM&T Bank	1$1,001–$15,000	2$2,002–$30,000	Dec 18, 2019	Feb 20, 2020	▲ 64.1%−92.2 pts vs S&P
PMPhilip Morris International	1$1,001–$15,000	2$2,002–$30,000	Dec 18, 2019	Feb 20, 2020	▲ 226.0%+75.7 pts vs S&P
PRUPrudential Financial	1$1,001–$15,000	2$2,002–$30,000	Dec 18, 2019	Feb 20, 2020	▲ 74.9%−75.4 pts vs S&P
REGNRegeneron Pharmaceuticals	1$1,001–$15,000	2$2,002–$30,000	Dec 12, 2019	Feb 20, 2020	▲ 151.1%−1.6 pts vs S&P
SEICSEI Investments Co	1$1,001–$15,000	2$2,002–$30,000	Dec 12, 2019	Feb 20, 2020	▲ 76.3%−76.4 pts vs S&P
SLBSchlumberger	1$1,001–$15,000	2$2,002–$30,000	Dec 12, 2019	Feb 20, 2020	▲ 59.8%−92.9 pts vs S&P
VNOVornado Realty Trust	1$1,001–$15,000	2$2,002–$30,000	Dec 18, 2019	Feb 20, 2020	▼ 35.5%−185.8 pts vs S&P
VTRVentas	1$1,001–$15,000	2$2,002–$30,000	Dec 18, 2019	Feb 20, 2020	▲ 87.4%−62.9 pts vs S&P
ASMLAsml Holding NV	0	2$2,002–$30,000	May 28, 2019	May 28, 2019	—
BABAAlibaba Group Holding Ltd	0	2$16,002–$65,000	May 29, 2019	Feb 20, 2020	—
BDXBecton Dickinson	0	2$1,511–$15,510	Oct 30, 2019	Feb 20, 2020	—
CMECME Group	0	2$1,407–$15,406	Sep 11, 2019	Feb 20, 2020	—
CVSCVS Health	1$1,001–$15,000	1$1,001–$15,000	Nov 18, 2019	Feb 20, 2020	▲ 52.4%−114.7 pts vs S&P
CVXChevron Corporation	1$1,001–$15,000	1$1,001–$15,000	Apr 12, 2019	Feb 20, 2020	▲ 160.8%−29.1 pts vs S&P
EIXEdison International	1$1,001–$15,000	1$1,001–$15,000	Jul 31, 2019	Feb 20, 2020	▲ 11.4%−170.1 pts vs S&P
HDBHdfc Bank LTD	0	2$2,002–$30,000	May 28, 2019	May 28, 2019	—
IBMIBM	1$1,001–$15,000	1$1,001–$15,000	Feb 4, 2020	Feb 20, 2020	▲ 130.6%−21.4 pts vs S&P
JNJJohnson & Johnson	1$1,001–$15,000	1$1,001–$15,000	Nov 18, 2019	Feb 20, 2020	▲ 138.9%−28.2 pts vs S&P
LLYLilly (Eli)	0	2$2,002–$30,000	Apr 18, 2019	Feb 20, 2020	—
MELIMercadolibre Inc	0	2$2,002–$30,000	May 28, 2019	May 28, 2019	—
METAMeta Platforms	0	2$16,002–$65,000	May 29, 2019	Feb 20, 2020	—
NVONovo Nordisk A S	0	2$2,002–$30,000	May 28, 2019	Feb 20, 2020	—
SAPSAP SE	0	2$2,002–$30,000	May 28, 2019	May 28, 2019	—
TSMTaiwan Semiconductor Manufacturing Co LTD	0	2$2,002–$30,000	May 28, 2019	May 28, 2019	—
TXNTexas Instruments	0	2$1,779–$15,778	Oct 17, 2019	Feb 20, 2020	—
VVisa Inc.	0	2$16,002–$65,000	May 29, 2019	Feb 20, 2020	—
VLOValero Energy	1$1,001–$15,000	1$1,001–$15,000	Aug 13, 2019	Feb 20, 2020	▲ 546.1%+359.9 pts vs S&P
AAPLApple Inc.	0	1$1,001–$15,000	Feb 20, 2020	Feb 20, 2020	—
ABTAbbott Laboratories	0	1$1,001–$15,000	Feb 20, 2020	Feb 20, 2020	—
ACNAccenture	0	1$1,001–$15,000	Feb 20, 2020	Feb 20, 2020	—
ADIAnalog Devices	0	1$1,001–$15,000	Feb 20, 2020	Feb 20, 2020	—
ADPAutomatic Data Processing	0	1$1,001–$15,000	Feb 20, 2020	Feb 20, 2020	—
ADSKAutodesk, Inc.	0	1$15,001–$50,000	Feb 20, 2020	Feb 20, 2020	—
AJGArthur J. Gallagher & Co.	0	1$1,001–$15,000	Feb 20, 2020	Feb 20, 2020	—
AMGNAmgen	0	1$1,001–$15,000	Feb 20, 2020	Feb 20, 2020	—
APDAir Products	0	1$1,001–$15,000	Feb 20, 2020	Feb 20, 2020	—
AREAlexandria Real Estate Equities	0	1$1,001–$15,000	Feb 20, 2020	Feb 20, 2020	—
AXPAmerican Express	0	1$497–$497	Dec 23, 2019	Dec 23, 2019	—
BACBank of America	0	1$1,001–$15,000	Feb 20, 2020	Feb 20, 2020	—
BXPBXP, Inc.	0	1$1,001–$15,000	Feb 20, 2020	Feb 20, 2020	—
CBChubb Limited	0	1$1,001–$15,000	Feb 20, 2020	Feb 20, 2020	—
CFRCullen/frost Bankers, Inc.	0	1$1,001–$15,000	Feb 20, 2020	Feb 20, 2020	—
CMCSAComcast	0	1$1,001–$15,000	Feb 20, 2020	Feb 20, 2020	—
CMSCMS Energy	0	1$1,001–$15,000	Feb 20, 2020	Feb 20, 2020	—
COFCapital One	0	1$1,001–$15,000	Feb 20, 2020	Feb 20, 2020	—

The 60 most traded of 116 companies.

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.

Mikie Sherrill: trades in companies we cover
					Report
UBSUBS Group AG	Sale (partial)$250,001 - $500,000 · Joint	Mar 10, 2025	Mar 7, 2025	—	Filing for UBS on Mar 7, 2025
UBSUBS Group AG	Sale (partial)$50,001 - $100,000 · Joint	May 15, 2024	May 14, 2024	—	Filing for UBS on May 14, 2024
UBSUBS Group AG	Sale (partial)$250,001 - $500,000 · Joint	May 13, 2024	May 13, 2024	—	Filing for UBS on May 13, 2024
UBSUBS Group AG	Sale (full)$250,001 - $500,000 · Spouse	Mar 3, 2023	Mar 3, 2023	—	Filing for UBS on Mar 3, 2023
UBSUBS Group AG	Sale (full)$100,001 - $250,000 · Joint	May 23, 2022	May 23, 2022	—	Filing for UBS on May 23, 2022
UBSUBS Group AG	Sale (partial)$100,001 - $250,000 · Joint	Apr 6, 2022	Mar 9, 2022	—	Filing for UBS on Mar 9, 2022
UBSUBS Group AG	Sale (full)$250,001 - $500,000 · Spouse	Apr 1, 2021	Mar 9, 2021	—	Filing for UBS on Mar 9, 2021
UBSUBS Group AG	Sale (full)$50,001 - $100,000 · Spouse	Dec 3, 2021	Jun 1, 2020	—	Filing for UBS on Jun 1, 2020
UBSUBS Group AG	Sale (partial)$100,001 - $250,000 · Spouse	Dec 3, 2021	Apr 29, 2020	—	Filing for UBS on Apr 29, 2020
ABTAbbott Laboratories	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 40.0%−106.1 pts vs S&P	Filing for ABT on Feb 20, 2020
ACNAccenture	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 33.0%−113.2 pts vs S&P	Filing for ACN on Feb 20, 2020
APDAir Products	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 44.7%−101.4 pts vs S&P	Filing for APD on Feb 20, 2020
AREAlexandria Real Estate Equities	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▼ 67.1%−213.2 pts vs S&P	Filing for ARE on Feb 20, 2020
BABAAlibaba Group Holding Ltd	Sale (full)$15,001 - $50,000	Apr 5, 2020	Feb 20, 2020	—	Filing for BABA on Feb 20, 2020
GOOGLAlphabet Inc. (Class A)	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 271.4%+125.3 pts vs S&P	Filing for GOOGL on Feb 20, 2020
GOOGLAlphabet Inc. (Class A)	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 271.4%+125.3 pts vs S&P	Filing for GOOGL on Feb 20, 2020
MOAltria	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 184.5%+38.4 pts vs S&P	Filing for MO on Feb 20, 2020
AMZNAmazon	Sale (full)$15,001 - $50,000	Apr 5, 2020	Feb 20, 2020	▲ 134.1%−12.1 pts vs S&P	Filing for AMZN on Feb 20, 2020
AMGNAmgen	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 153.2%+7.0 pts vs S&P	Filing for AMGN on Feb 20, 2020
ADIAnalog Devices	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 280.4%+134.3 pts vs S&P	Filing for ADI on Feb 20, 2020
AAPLApple Inc.	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 328.5%+182.3 pts vs S&P	Filing for AAPL on Feb 20, 2020
AJGArthur J. Gallagher & Co.	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 173.3%+27.2 pts vs S&P	Filing for AJG on Feb 20, 2020
ADSKAutodesk, Inc.	Sale (full)$15,001 - $50,000	Apr 5, 2020	Feb 20, 2020	▲ 22.5%−123.6 pts vs S&P	Filing for ADSK on Feb 20, 2020
ADPAutomatic Data Processing	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 90.8%−55.4 pts vs S&P	Filing for ADP on Feb 20, 2020
BACBank of America	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 67.1%−79.0 pts vs S&P	Filing for BAC on Feb 20, 2020
BDXBecton Dickinson	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 13.6%−132.6 pts vs S&P	Filing for BDX on Feb 20, 2020
BLKBlackRock	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 140.6%−5.5 pts vs S&P	Filing for BLK on Feb 20, 2020
BXPBXP, Inc.	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▼ 40.5%−186.6 pts vs S&P	Filing for BXP on Feb 20, 2020
BMYBristol Myers Squibb	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 23.0%−123.1 pts vs S&P	Filing for BMY on Feb 20, 2020
COFCapital One	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 124.5%−21.6 pts vs S&P	Filing for COF on Feb 20, 2020
CVXChevron Corporation	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 172.9%+26.8 pts vs S&P	Filing for CVX on Feb 20, 2020
CBChubb Limited	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 149.7%+3.5 pts vs S&P	Filing for CB on Feb 20, 2020
CSCOCisco	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 166.3%+20.2 pts vs S&P	Filing for CSCO on Feb 20, 2020
CMECME Group	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 87.8%−58.3 pts vs S&P	Filing for CME on Feb 20, 2020
CMSCMS Energy	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 24.3%−121.8 pts vs S&P	Filing for CMS on Feb 20, 2020
KOThe Coca-Cola Company	Sale (full)$15,001 - $50,000	Apr 5, 2020	Feb 20, 2020	▲ 94.7%−51.4 pts vs S&P	Filing for KO on Feb 20, 2020
CLColgate-Palmolive	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 48.8%−97.3 pts vs S&P	Filing for CL on Feb 20, 2020
CMCSAComcast	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▼ 32.4%−178.5 pts vs S&P	Filing for CMCSA on Feb 20, 2020
COPConocoPhillips	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 210.2%+64.1 pts vs S&P	Filing for COP on Feb 20, 2020
CFRCullen/frost Bankers, Inc.	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 106.0%−40.1 pts vs S&P	Filing for CFR on Feb 20, 2020
CVSCVS Health	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 58.0%−88.1 pts vs S&P	Filing for CVS on Feb 20, 2020
DEDeere & Company	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 341.0%+194.9 pts vs S&P	Filing for DE on Feb 20, 2020
DOVDover Corporation	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 95.7%−50.4 pts vs S&P	Filing for DOV on Feb 20, 2020
DDDuPont	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 165.0%+18.9 pts vs S&P	Filing for DD on Feb 20, 2020
EIXEdison International	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 5.7%−140.5 pts vs S&P	Filing for EIX on Feb 20, 2020
LLYLilly (Eli)	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 965.1%+819.0 pts vs S&P	Filing for LLY on Feb 20, 2020
ETREntergy	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 107.8%−38.4 pts vs S&P	Filing for ETR on Feb 20, 2020
EXPDExpeditors International	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 192.3%+46.2 pts vs S&P	Filing for EXPD on Feb 20, 2020
XOMExxonMobil	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 294.3%+148.2 pts vs S&P	Filing for XOM on Feb 20, 2020
METAMeta Platforms	Sale (full)$15,001 - $50,000	Apr 5, 2020	Feb 20, 2020	▲ 191.3%+45.2 pts vs S&P	Filing for META on Feb 20, 2020
FDSFactset Research Systems Inc	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 18.4%−127.8 pts vs S&P	Filing for FDS on Feb 20, 2020
FISFidelity National Information Services	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▼ 70.7%−216.9 pts vs S&P	Filing for FIS on Feb 20, 2020
GDGeneral Dynamics	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 133.8%−12.3 pts vs S&P	Filing for GD on Feb 20, 2020
GILDGilead Sciences	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 222.6%+76.5 pts vs S&P	Filing for GILD on Feb 20, 2020
HIGThe Hartford	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 169.2%+23.0 pts vs S&P	Filing for HIG on Feb 20, 2020
HASHasbro	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 53.0%−93.2 pts vs S&P	Filing for HAS on Feb 20, 2020
HDThe Home Depot	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 58.7%−87.4 pts vs S&P	Filing for HD on Feb 20, 2020
HONHoneywell Technologies	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 43.8%−102.3 pts vs S&P	Filing for HON on Feb 20, 2020
ITWIllinois Tool Works	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 76.8%−69.4 pts vs S&P	Filing for ITW on Feb 20, 2020
IBMIBM	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 125.0%−21.1 pts vs S&P	Filing for IBM on Feb 20, 2020
JNJJohnson & Johnson	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 115.6%−30.5 pts vs S&P	Filing for JNJ on Feb 20, 2020
LVSLas Vegas Sands	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	—	Filing for LVS on Feb 20, 2020
MTBM&T Bank	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 62.7%−83.4 pts vs S&P	Filing for MTB on Feb 20, 2020
MCDMcDonald's	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 42.9%−103.2 pts vs S&P	Filing for MCD on Feb 20, 2020
MDTMedtronic	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 5.9%−140.3 pts vs S&P	Filing for MDT on Feb 20, 2020
MRKMerck & Co.	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 125.3%−20.9 pts vs S&P	Filing for MRK on Feb 20, 2020
METMetLife	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 138.4%−7.8 pts vs S&P	Filing for MET on Feb 20, 2020
MSFTMicrosoft Corporation	Sale (full)$15,001 - $50,000	Apr 5, 2020	Feb 20, 2020	▲ 199.3%+53.2 pts vs S&P	Filing for MSFT on Feb 20, 2020
MDLZMondelez International	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 31.8%−114.3 pts vs S&P	Filing for MDLZ on Feb 20, 2020
MNSTMonster Beverage	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 169.9%+23.7 pts vs S&P	Filing for MNST on Feb 20, 2020
NEENextEra Energy	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 43.8%−102.3 pts vs S&P	Filing for NEE on Feb 20, 2020
NSCNorfolk Southern	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 85.3%−60.8 pts vs S&P	Filing for NSC on Feb 20, 2020
NTRSNorthern Trust	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 105.4%−40.8 pts vs S&P	Filing for NTRS on Feb 20, 2020
NVONovo Nordisk A S	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	—	Filing for NVO on Feb 20, 2020
NVDANVIDIA Corporation	Sale (full)$15,001 - $50,000	Apr 5, 2020	Feb 20, 2020	▲ 2597.7%+2451.6 pts vs S&P	Filing for NVDA on Feb 20, 2020
ORCLOracle Corporation	Sale (full)$15,001 - $50,000	Apr 5, 2020	Feb 20, 2020	▲ 148.6%+2.5 pts vs S&P	Filing for ORCL on Feb 20, 2020
PHParker Hannifin	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 378.8%+232.6 pts vs S&P	Filing for PH on Feb 20, 2020
PEPPepsiCo	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 17.1%−129.0 pts vs S&P	Filing for PEP on Feb 20, 2020
PFEPfizer	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 21.7%−124.4 pts vs S&P	Filing for PFE on Feb 20, 2020
PMPhilip Morris International	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 231.4%+85.2 pts vs S&P	Filing for PM on Feb 20, 2020
PNCPNC Financial Services	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 89.8%−56.3 pts vs S&P	Filing for PNC on Feb 20, 2020
PPGPPG Industries	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 15.6%−130.5 pts vs S&P	Filing for PPG on Feb 20, 2020
PGProcter & Gamble	Sale (full)$15,001 - $50,000	Apr 5, 2020	Feb 20, 2020	▲ 51.8%−94.3 pts vs S&P	Filing for PG on Feb 20, 2020
PGRProgressive Corporation	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 233.7%+87.5 pts vs S&P	Filing for PGR on Feb 20, 2020
PRUPrudential Financial	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 76.0%−70.1 pts vs S&P	Filing for PRU on Feb 20, 2020
PEGPublic Service Enterprise Group	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 54.9%−91.2 pts vs S&P	Filing for PEG on Feb 20, 2020
QCOMQualcomm	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 113.2%−32.9 pts vs S&P	Filing for QCOM on Feb 20, 2020
REGNRegeneron Pharmaceuticals	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 145.8%−0.3 pts vs S&P	Filing for REGN on Feb 20, 2020
RSGRepublic Services	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 169.0%+22.9 pts vs S&P	Filing for RSG on Feb 20, 2020
RPMRPM International Inc	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 61.8%−84.3 pts vs S&P	Filing for RPM on Feb 20, 2020
SLBSchlumberger	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 78.5%−67.7 pts vs S&P	Filing for SLB on Feb 20, 2020
SEICSEI Investments Co	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 66.1%−80.0 pts vs S&P	Filing for SEIC on Feb 20, 2020
SPGSimon Property Group	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 124.5%−21.7 pts vs S&P	Filing for SPG on Feb 20, 2020
SWKStanley Black & Decker	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▼ 20.2%−166.3 pts vs S&P	Filing for SWK on Feb 20, 2020
SBUXStarbucks	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 36.3%−109.8 pts vs S&P	Filing for SBUX on Feb 20, 2020
TROWT. Rowe Price	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 2.5%−143.6 pts vs S&P	Filing for TROW on Feb 20, 2020
TXNTexas Instruments	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	—	Filing for TXN on Feb 20, 2020
TRVThe Travelers Companies	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 238.5%+92.4 pts vs S&P	Filing for TRV on Feb 20, 2020
TFCTruist Financial	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 20.4%−125.7 pts vs S&P	Filing for TFC on Feb 20, 2020
USBU.S. Bancorp	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 45.5%−100.6 pts vs S&P	Filing for USB on Feb 20, 2020
UNHUnitedHealth Group	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 49.5%−96.6 pts vs S&P	Filing for UNH on Feb 20, 2020
VFCVF Corporation	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▼ 70.6%−216.7 pts vs S&P	Filing for VFC on Feb 20, 2020
VLOValero Energy	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 492.1%+346.0 pts vs S&P	Filing for VLO on Feb 20, 2020
VTRVentas	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 78.6%−67.5 pts vs S&P	Filing for VTR on Feb 20, 2020
VZVerizon	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 15.2%−130.9 pts vs S&P	Filing for VZ on Feb 20, 2020
VVisa Inc.	Sale (full)$15,001 - $50,000	Apr 5, 2020	Feb 20, 2020	▲ 108.6%−37.5 pts vs S&P	Filing for V on Feb 20, 2020
VNOVornado Realty Trust	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▼ 32.7%−178.8 pts vs S&P	Filing for VNO on Feb 20, 2020
WMTWalmart	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 248.3%+102.2 pts vs S&P	Filing for WMT on Feb 20, 2020
WFCWells Fargo	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 111.7%−34.5 pts vs S&P	Filing for WFC on Feb 20, 2020
WHWyndham Hotels & Resorts, Inc.	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 50.4%−95.8 pts vs S&P	Filing for WH on Feb 20, 2020
XELXcel Energy	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 37.1%−109.1 pts vs S&P	Filing for XEL on Feb 20, 2020
YUMCYum China Holdings, Inc.	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 12.3%−133.8 pts vs S&P	Filing for YUMC on Feb 20, 2020
YUMYum! Brands	Sale (full)$1,001 - $15,000	Apr 5, 2020	Feb 20, 2020	▲ 71.4%−74.7 pts vs S&P	Filing for YUM on Feb 20, 2020
MRKMerck & Co.	Sale (full)$770.32	Mar 23, 2020	Feb 6, 2020	▲ 116.9%−31.4 pts vs S&P	Filing for MRK on Feb 6, 2020
IBMIBM	Purchase$1,001 - $15,000	Feb 19, 2020	Feb 4, 2020	▲ 130.6%−21.4 pts vs S&P	Filing for IBM on Feb 4, 2020
MTBM&T Bank	Purchase$1,001 - $15,000	Feb 19, 2020	Jan 27, 2020	▲ 64.1%−92.2 pts vs S&P	Filing for MTB on Jan 27, 2020
BLKBlackRock	Purchase$1,001 - $15,000	Feb 19, 2020	Jan 21, 2020	▲ 157.8%+7.5 pts vs S&P	Filing for BLK on Jan 21, 2020
BMYBristol Myers Squibb	Purchase$1,001 - $15,000	Feb 19, 2020	Jan 21, 2020	▲ 18.9%−131.4 pts vs S&P	Filing for BMY on Jan 21, 2020
DDDuPont	Purchase$1,001 - $15,000	Feb 19, 2020	Jan 21, 2020	▲ 125.4%−24.9 pts vs S&P	Filing for DD on Jan 21, 2020
XOMExxonMobil	Purchase$1,001 - $15,000	Feb 19, 2020	Jan 21, 2020	▲ 254.3%+104.0 pts vs S&P	Filing for XOM on Jan 21, 2020
GDGeneral Dynamics	Purchase$1,001 - $15,000	Feb 19, 2020	Jan 21, 2020	▲ 137.2%−13.1 pts vs S&P	Filing for GD on Jan 21, 2020
GILDGilead Sciences	Purchase$1,001 - $15,000	Feb 19, 2020	Jan 21, 2020	▲ 245.1%+94.8 pts vs S&P	Filing for GILD on Jan 21, 2020
PFEPfizer	Purchase$1,001 - $15,000	Feb 19, 2020	Jan 21, 2020	▲ 9.3%−141.0 pts vs S&P	Filing for PFE on Jan 21, 2020
PMPhilip Morris International	Purchase$1,001 - $15,000	Feb 19, 2020	Jan 21, 2020	▲ 226.0%+75.7 pts vs S&P	Filing for PM on Jan 21, 2020
PRUPrudential Financial	Purchase$1,001 - $15,000	Feb 19, 2020	Jan 21, 2020	▲ 74.9%−75.4 pts vs S&P	Filing for PRU on Jan 21, 2020
VTRVentas	Purchase$1,001 - $15,000	Feb 19, 2020	Jan 21, 2020	▲ 87.4%−62.9 pts vs S&P	Filing for VTR on Jan 21, 2020
VNOVornado Realty Trust	Purchase$1,001 - $15,000	Feb 19, 2020	Jan 21, 2020	▼ 35.5%−185.8 pts vs S&P	Filing for VNO on Jan 21, 2020
AMZNAmazon	Purchase$1,001 - $15,000	Feb 19, 2020	Jan 15, 2020	▲ 170.7%+18.0 pts vs S&P	Filing for AMZN on Jan 15, 2020
CLColgate-Palmolive	Purchase$1,001 - $15,000	Feb 19, 2020	Jan 15, 2020	▲ 58.9%−93.8 pts vs S&P	Filing for CL on Jan 15, 2020
REGNRegeneron Pharmaceuticals	Purchase$1,001 - $15,000	Feb 19, 2020	Jan 15, 2020	▲ 151.1%−1.6 pts vs S&P	Filing for REGN on Jan 15, 2020
SLBSchlumberger	Purchase$1,001 - $15,000	Feb 19, 2020	Jan 15, 2020	▲ 59.8%−92.9 pts vs S&P	Filing for SLB on Jan 15, 2020
SEICSEI Investments Co	Purchase$1,001 - $15,000	Feb 19, 2020	Jan 15, 2020	▲ 76.3%−76.4 pts vs S&P	Filing for SEIC on Jan 15, 2020
QCOMQualcomm	Sale (full)$614.71	Jan 10, 2020	Dec 30, 2019	▲ 115.7%−42.6 pts vs S&P	Filing for QCOM on Dec 30, 2019
QCOMQualcomm	Sale (full)$442.93	Jan 10, 2020	Dec 27, 2019	▲ 114.8%−42.0 pts vs S&P	Filing for QCOM on Dec 27, 2019
AXPAmerican Express	Sale (full)$497.08	Jan 10, 2020	Dec 23, 2019	▲ 185.8%+27.6 pts vs S&P	Filing for AXP on Dec 23, 2019
QCOMQualcomm	Sale (full)$443.07	Jan 10, 2020	Dec 23, 2019	▲ 115.7%−42.5 pts vs S&P	Filing for QCOM on Dec 23, 2019
BLKBlackRock	Sale (full)$1,001 - $15,000	Jan 10, 2020	Dec 18, 2019	▲ 173.1%+12.4 pts vs S&P	Filing for BLK on Dec 18, 2019
BMYBristol Myers Squibb	Sale (full)$1,001 - $15,000	Jan 10, 2020	Dec 18, 2019	▲ 27.9%−132.9 pts vs S&P	Filing for BMY on Dec 18, 2019
DDDuPont	Sale (full)$1,001 - $15,000	Jan 10, 2020	Dec 18, 2019	▲ 117.9%−42.8 pts vs S&P	Filing for DD on Dec 18, 2019
XOMExxonMobil	Sale (full)$1,001 - $15,000	Jan 10, 2020	Dec 18, 2019	▲ 242.7%+81.9 pts vs S&P	Filing for XOM on Dec 18, 2019
GDGeneral Dynamics	Sale (full)$1,001 - $15,000	Jan 10, 2020	Dec 18, 2019	▲ 145.0%−15.8 pts vs S&P	Filing for GD on Dec 18, 2019
GILDGilead Sciences	Sale (full)$1,001 - $15,000	Jan 10, 2020	Dec 18, 2019	▲ 229.1%+68.3 pts vs S&P	Filing for GILD on Dec 18, 2019
MTBM&T Bank	Sale (full)$1,001 - $15,000	Jan 10, 2020	Dec 18, 2019	▲ 64.0%−96.7 pts vs S&P	Filing for MTB on Dec 18, 2019
PFEPfizer	Sale (full)$1,001 - $15,000	Jan 10, 2020	Dec 18, 2019	▲ 13.3%−147.4 pts vs S&P	Filing for PFE on Dec 18, 2019
PMPhilip Morris International	Sale (full)$1,001 - $15,000	Jan 10, 2020	Dec 18, 2019	▲ 238.1%+77.3 pts vs S&P	Filing for PM on Dec 18, 2019
PRUPrudential Financial	Sale (full)$1,001 - $15,000	Jan 10, 2020	Dec 18, 2019	▲ 75.3%−85.5 pts vs S&P	Filing for PRU on Dec 18, 2019
VTRVentas	Sale (full)$1,001 - $15,000	Jan 10, 2020	Dec 18, 2019	▲ 101.7%−59.1 pts vs S&P	Filing for VTR on Dec 18, 2019
VNOVornado Realty Trust	Sale (full)$1,001 - $15,000	Jan 10, 2020	Dec 18, 2019	▼ 32.0%−192.8 pts vs S&P	Filing for VNO on Dec 18, 2019
CLColgate-Palmolive	Sale (full)$1,001 - $15,000	Jan 10, 2020	Dec 12, 2019	▲ 67.3%−95.4 pts vs S&P	Filing for CL on Dec 12, 2019
REGNRegeneron Pharmaceuticals	Sale (full)$1,001 - $15,000	Jan 10, 2020	Dec 12, 2019	▲ 163.6%+0.8 pts vs S&P	Filing for REGN on Dec 12, 2019
SLBSchlumberger	Sale (full)$1,001 - $15,000	Jan 10, 2020	Dec 12, 2019	▲ 56.8%−106.0 pts vs S&P	Filing for SLB on Dec 12, 2019
SEICSEI Investments Co	Sale (full)$1,001 - $15,000	Jan 10, 2020	Dec 12, 2019	▲ 76.0%−86.8 pts vs S&P	Filing for SEIC on Dec 12, 2019
CVSCVS Health	Purchase$1,001 - $15,000	Jan 3, 2020	Nov 18, 2019	▲ 52.4%−114.7 pts vs S&P	Filing for CVS on Nov 18, 2019
JNJJohnson & Johnson	Purchase$1,001 - $15,000	Jan 3, 2020	Nov 18, 2019	▲ 138.9%−28.2 pts vs S&P	Filing for JNJ on Nov 18, 2019
BDXBecton Dickinson	Sale (full)$509.87	Jan 3, 2020	Oct 30, 2019	▲ 12.8%−161.2 pts vs S&P	Filing for BDX on Oct 30, 2019
MSFTMicrosoft Corporation	Sale (full)$412.82	Jan 3, 2020	Oct 22, 2019	▲ 307.2%+128.5 pts vs S&P	Filing for MSFT on Oct 22, 2019
MSFTMicrosoft Corporation	Sale (full)$976.45	Jan 3, 2020	Oct 17, 2019	▲ 297.5%+119.1 pts vs S&P	Filing for MSFT on Oct 17, 2019
TXNTexas Instruments	Sale (full)$778.09	Jan 3, 2020	Oct 17, 2019	—	Filing for TXN on Oct 17, 2019
CMECME Group	Sale (full)$405.92	Jan 3, 2020	Sep 11, 2019	▲ 96.9%−82.0 pts vs S&P	Filing for CME on Sep 11, 2019
MSFTMicrosoft Corporation	Sale (full)$678.84	Jan 3, 2020	Sep 11, 2019	▲ 307.9%+129.1 pts vs S&P	Filing for MSFT on Sep 11, 2019
VLOValero Energy	Purchase$1,001 - $15,000	Jan 3, 2020	Aug 13, 2019	▲ 546.1%+359.9 pts vs S&P	Filing for VLO on Aug 13, 2019
PFEPfizer	Sale (full)$1,001 - $15,000	Jan 3, 2020	Aug 2, 2019	▲ 17.1%−169.0 pts vs S&P	Filing for PFE on Aug 2, 2019
EIXEdison International	Purchase$1,001 - $15,000	Sep 5, 2019	Jul 31, 2019	▲ 11.4%−170.1 pts vs S&P	Filing for EIX on Jul 31, 2019
BMYBristol Myers Squibb	Purchase$1,001 - $15,000	Sep 5, 2019	Jul 25, 2019	▲ 79.3%−99.7 pts vs S&P	Filing for BMY on Jul 25, 2019
XOMExxonMobil	Purchase$1,001 - $15,000	Jul 8, 2019	Jun 17, 2019	▲ 226.7%+35.9 pts vs S&P	Filing for XOM on Jun 17, 2019
BABAAlibaba Group Holding Ltd	Sale (full)$1,001 - $15,000	Jul 8, 2019	May 29, 2019	—	Filing for BABA on May 29, 2019
GOOGLAlphabet Inc. (Class A)	Sale (full)$1,001 - $15,000	Jul 8, 2019	May 29, 2019	▲ 403.1%+200.8 pts vs S&P	Filing for GOOGL on May 29, 2019
GOOGLAlphabet Inc. (Class A)	Sale (full)$1,001 - $15,000	Jul 8, 2019	May 29, 2019	▲ 403.1%+200.8 pts vs S&P	Filing for GOOGL on May 29, 2019
AMZNAmazon	Sale (full)$1,001 - $15,000	Jul 8, 2019	May 29, 2019	▲ 177.0%−25.3 pts vs S&P	Filing for AMZN on May 29, 2019
METAMeta Platforms	Sale (full)$1,001 - $15,000	Jul 8, 2019	May 29, 2019	▲ 243.1%+40.7 pts vs S&P	Filing for META on May 29, 2019
VVisa Inc.	Sale (full)$1,001 - $15,000	Jul 8, 2019	May 29, 2019	▲ 172.3%−30.1 pts vs S&P	Filing for V on May 29, 2019
ASMLAsml Holding NV	Sale (full)$1,001 - $15,000	Jul 8, 2019	May 28, 2019	—	Filing for ASML on May 28, 2019
ASMLAsml Holding NV	Sale (full)$1,001 - $15,000	Jul 8, 2019	May 28, 2019	—	Filing for ASML on May 28, 2019
AZNAstrazeneca PLC	Sale (full)$1,001 - $15,000	Jul 8, 2019	May 28, 2019	—	Filing for AZN on May 28, 2019
AZNAstrazeneca PLC	Sale (full)$1,001 - $15,000	Jul 8, 2019	May 28, 2019	—	Filing for AZN on May 28, 2019
AZNAstrazeneca PLC	Sale (full)$1,001 - $15,000	Jul 8, 2019	May 28, 2019	—	Filing for AZN on May 28, 2019
ENBEnbridge Inc	Sale (full)$1,001 - $15,000	Jul 8, 2019	May 28, 2019	▲ 106.7%−93.6 pts vs S&P	Filing for ENB on May 28, 2019
HDBHdfc Bank LTD	Sale (full)$1,001 - $15,000	Jul 8, 2019	May 28, 2019	—	Filing for HDB on May 28, 2019
HDBHdfc Bank LTD	Sale (full)$1,001 - $15,000	Jul 8, 2019	May 28, 2019	—	Filing for HDB on May 28, 2019
PHGKoninklijke Philips NV	Sale (full)$1,001 - $15,000	Jul 8, 2019	May 28, 2019	—	Filing for PHG on May 28, 2019
MELIMercadolibre Inc	Sale (full)$1,001 - $15,000	Jul 8, 2019	May 28, 2019	▲ 178.1%−22.2 pts vs S&P	Filing for MELI on May 28, 2019
MELIMercadolibre Inc	Sale (full)$1,001 - $15,000	Jul 8, 2019	May 28, 2019	▲ 178.1%−22.2 pts vs S&P	Filing for MELI on May 28, 2019
NVONovo Nordisk A S	Sale (full)$1,001 - $15,000	Jul 8, 2019	May 28, 2019	—	Filing for NVO on May 28, 2019
PUKPrudential PLC	Sale (full)$1,001 - $15,000	Jul 8, 2019	May 28, 2019	—	Filing for PUK on May 28, 2019
SAPSAP SE	Sale (full)$1,001 - $15,000	Jul 8, 2019	May 28, 2019	—	Filing for SAP on May 28, 2019
SAPSAP SE	Sale (full)$1,001 - $15,000	Jul 8, 2019	May 28, 2019	—	Filing for SAP on May 28, 2019
TSMTaiwan Semiconductor Manufacturing Co LTD	Sale (full)$1,001 - $15,000	Jul 8, 2019	May 28, 2019	—	Filing for TSM on May 28, 2019
TSMTaiwan Semiconductor Manufacturing Co LTD	Sale (full)$1,001 - $15,000	Jul 8, 2019	May 28, 2019	—	Filing for TSM on May 28, 2019
MMM3M	Sale (full)$1,001 - $15,000	Jul 8, 2019	May 24, 2019	▲ 63.8%−133.8 pts vs S&P	Filing for MMM on May 24, 2019
OXYOccidental Petroleum	Sale (full)$1,001 - $15,000	Jul 8, 2019	May 24, 2019	▲ 32.4%−165.1 pts vs S&P	Filing for OXY on May 24, 2019
LLYLilly (Eli)	Sale (full)$1,001 - $15,000	May 15, 2019	Apr 18, 2019	▲ 1242.2%+1052.1 pts vs S&P	Filing for LLY on Apr 18, 2019
GILDGilead Sciences	Sale (full)$1,001 - $15,000	May 15, 2019	Apr 18, 2019	▲ 253.2%+63.1 pts vs S&P	Filing for GILD on Apr 18, 2019
MRKMerck & Co.	Sale (full)$1,001 - $15,000	May 15, 2019	Apr 18, 2019	▲ 159.1%−31.0 pts vs S&P	Filing for MRK on Apr 18, 2019
CVXChevron Corporation	Purchase$1,001 - $15,000	May 15, 2019	Apr 12, 2019	▲ 160.8%−29.1 pts vs S&P	Filing for CVX on Apr 12, 2019
UBSUBS Group AG	Sale (full)$250,001 - $500,000 · Spouse	Apr 17, 2019	Mar 7, 2019	—	Filing for UBS on Mar 7, 2019

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.

After	Window	Average excess	Typical (median)	Beat the S&P 500	Trades	From the filing date
Purchases	30 days	−1.4%	−1.4%	40%	25	−1.3% (25)
Purchases	90 days	−2.3%	−4.2%	48%	25	−3.5% (25)
Sales	30 days	−1.3%	−0.9%	46%	140	−0.8% (140)
Sales	90 days	−3.8%	−3.0%	40%	140	−2.7% (140)

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

Report filed Mar 10, 2025 1 stock or option trade · UBS
Report filed May 15, 2024 1 stock or option trade · UBS
Report filed May 13, 2024 1 stock or option trade · UBS
Report filed Mar 3, 2023 1 stock or option trade · UBS
Report filed May 23, 2022 1 stock or option trade · UBS
Report filed Apr 6, 2022 1 stock or option trade · UBS
Report filed Dec 3, 2021 2 stock or option trades · UBS
Report filed Apr 1, 2021 1 stock or option trade · UBS
Report filed Apr 5, 2020 118 stock or option trades · ABT, ACN, APD, ARE, BABA, GOOGL, MO, AMZN, AMGN, ADI, AAPL, AJG
Report filed Mar 23, 2020 1 stock or option trade · MRK
Report filed Feb 19, 2020 18 stock or option trades · AMZN, BLK, BMY, CL, DD, XOM, GD, GILD, IBM, MTB, PFE, PM
Report filed Jan 10, 2020 21 stock or option trades · AXP, BLK, BMY, CL, DD, XOM, GD, GILD, MTB, PFE, PM, PRU
Report filed Jan 3, 2020 15 stock or option trades · BDX, CME, CVS, JNJ, MSFT, PFE, TXN, VLO
Report filed Sep 5, 2019 2 stock or option trades · BMY, EIX
Report filed Jul 8, 2019 106 stock or option trades · MMM, BABA, GOOGL, AMZN, ASML, AZN, ENB, XOM, META, HDB, PHG, MELI
Report filed May 15, 2019 8 stock or option trades · CVX, LLY, GILD, MRK
Report filed Apr 17, 2019 1 stock or option trade · UBS

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