Mo Brooks: stock trades

Republican, Representative for AL's 5th 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.

Communication Services24% of trades 22 trades: 12 purchases, 10 sales
Health Care24% of trades 22 trades: 11 purchases, 11 sales
Utilities14% of trades 13 trades: 13 purchases, 0 sales
Technology14% of trades 13 trades: 3 purchases, 10 sales
Financials13% of trades 12 trades: 6 purchases, 6 sales
Industrials3% of trades 3 trades: 0 purchases, 3 sales

Would copying Mo Brooks’s trades have beaten the S&P 500?

Copying Mo Brooks’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 October 8, 2015 into $32,841 by November 2, 2026, against $44,973 in the S&P 500: +11.4% a year against +14.6%, with a beta of 0.64. Selling each purchase after 6 months instead would have made +11.6% a year. Six months after each report, the average share purchase was +2.1% against the S&P 500 (median −3.3%), and 47% beat it, well within what luck alone would produce. Measured from the trade date instead, the member’s own timing, the average was +3.2%. Reports arrived a median of 18 days after the trade. 1 purchase had already been sold in full by the time it was reported, so a follower could not copy it; the averages below still count every purchase.

Copying Mo BrooksS&P 500, buy and hold $10,000 copying Mo Brooks’s disclosed holdings from October 8, 2015, 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.

Mo Brooks: 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	47	+1.0%	−2.0%	45%	0.27	No reliable evidence
Purchases, 6 months after the report	47	+2.1%	−3.3%	47%	0.56	No reliable evidence
Purchases, 3 months after the trade	47	+1.1%	−0.1%	47%	0.35	No reliable evidence
Purchases, 6 months after the trade	47	+3.2%	−2.9%	49%	0.70	No reliable evidence
Sales, 6 months after the report	42	+0.9%	−3.5%	62%	0.19	No reliable evidence

Return a year, copying: +11.4%
S&P 500, same dates: +14.6%
Yearly swing (S&P 500): 16% (18%)
Sharpe ratio (S&P 500): 0.60 (0.73)
Biggest drop (S&P 500): −37% (−34%)
Market sensitivity (beta): 0.64

“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 Mo Brooks 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.

Mo Brooks: companies traded

LEELEE Enterprises, Inc	10$38,010–$220,000	5$19,005–$110,000	Apr 21, 2016	Jan 22, 2021	▼ 69.5%−395.3 pts vs S&P
APTAlpha PRO Tech LTD	8$8,008–$120,000	5$5,005–$75,000	May 12, 2017	Aug 5, 2019	▲ 84.0%−180.8 pts vs S&P
DUKDuke Energy	8$78,008–$295,000	0	Feb 5, 2016	Jan 22, 2021	▲ 151.4%−224.4 pts vs S&P
TCXTucows Inc	3$3,003–$45,000	3$17,003–$80,000	Feb 16, 2016	Jan 9, 2018	▼ 40.8%−412.0 pts vs S&P
BRK.BBerkshire Hathaway	5$61,005–$215,000	0	May 25, 2018	Mar 24, 2021	▲ 186.4%−27.9 pts vs S&P
DDominion Energy	4$60,004–$200,000	0	Apr 29, 2020	Sep 29, 2021	▲ 14.0%−166.4 pts vs S&P
PFEPfizer	3$3,003–$45,000	1$15,001–$50,000	Mar 17, 2020	Aug 16, 2021	▲ 39.0%−188.2 pts vs S&P
TAT&T	2$2,002–$30,000	2$2,002–$30,000	Oct 10, 2016	Oct 12, 2021	▲ 45.5%−261.9 pts vs S&P
VZVerizon	0	3$3,003–$45,000	Jan 27, 2017	Jul 22, 2022	—
WFCWells Fargo	1$1,001–$15,000	2$2,002–$30,000	Aug 23, 2016	Jan 2, 2020	▲ 133.7%−170.6 pts vs S&P
CSCOCisco	0	2$2,002–$30,000	Feb 11, 2020	Feb 8, 2021	—
MARMarriott International	1$15,001–$50,000	1$15,001–$50,000	Oct 31, 2016	Apr 29, 2020	▲ 562.3%+248.0 pts vs S&P
TFCTruist Financial	0	2$16,002–$65,000	Feb 2, 2020	Feb 8, 2021	—
AAPLApple Inc.	0	1$1,001–$15,000	Apr 13, 2020	Apr 13, 2020	—
ADTNAdtran Holdings, Inc.	0	1$1,001–$15,000	Jan 2, 2020	Jan 2, 2020	—
ARCCAres Capital Corp	0	1$1,001–$15,000	Jan 15, 2020	Jan 15, 2020	—
BACBank of America	0	1$15,001–$50,000	Oct 28, 2020	Oct 28, 2020	—
BAXBaxter International	0	1$1,001–$15,000	Aug 31, 2016	Aug 31, 2016	—
BDXBecton Dickinson	0	1$1,001–$15,000	Mar 21, 2017	Mar 21, 2017	—
BSXBoston Scientific	0	1$1,001–$15,000	Feb 5, 2020	Feb 5, 2020	—
CDNSCadence Design Systems Inc	0	1$1,001–$15,000	Jan 2, 2020	Jan 2, 2020	—
CVSCVS Health	0	1$1,001–$15,000	Jan 2, 2020	Jan 2, 2020	—
GDGeneral Dynamics	0	1$1,001–$15,000	May 2, 2019	May 2, 2019	—
GEGE Aerospace	0	1$1,001–$15,000	Jan 2, 2020	Jan 2, 2020	—
KOThe Coca-Cola Company	1$1,001–$15,000	0	Sep 19, 2016	Sep 19, 2016	▲ 210.3%−102.3 pts vs S&P
ORCLOracle Corporation	0	1$1,001–$15,000	Mar 15, 2017	Mar 15, 2017	—
PGProcter & Gamble	0	1$1,001–$15,000	Mar 21, 2017	Mar 21, 2017	—
SANMSanmina Corp	0	1$15,001–$50,000	Jan 15, 2020	Jan 15, 2020	—
SOSouthern Company	1$1,001–$15,000	0	Oct 1, 2015	Oct 1, 2015	—
UNPUnion Pacific Corporation	0	1$1,001–$15,000	Mar 21, 2017	Mar 21, 2017	—
VTRSViatris	0	1$1,001–$15,000	Dec 1, 2020	Dec 1, 2020	—
XOMExxonMobil	0	1$1,001–$15,000	Mar 21, 2017	Mar 21, 2017	—

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.

Mo Brooks: trades in companies we cover
					Report
VZVerizon	Sale (full)$1,001 - $15,000 · Joint	Aug 17, 2022	Jul 22, 2022	▲ 34.5%−66.8 pts vs S&P	Filing for VZ on Jul 22, 2022
VZVerizon	Sale (partial)$1,001 - $15,000 · Joint	Apr 26, 2022	Apr 11, 2022	▲ 12.3%−69.3 pts vs S&P	Filing for VZ on Apr 11, 2022
TAT&T	Sale (full)$1,001 - $15,000 · Joint	May 11, 2022	Oct 12, 2021	▲ 48.8%−36.6 pts vs S&P	Filing for T on Oct 12, 2021
TAT&T	Purchase$1,001 - $15,000 · Joint	Oct 14, 2021	Oct 12, 2021	▲ 48.8%−36.6 pts vs S&P	Filing for T on Oct 12, 2021
DDominion Energy	Purchase$15,001 - $50,000 · Joint	Oct 14, 2021	Sep 29, 2021	▲ 14.1%−71.0 pts vs S&P	Filing for D on Sep 29, 2021
PFEPfizer	Sale (full)$15,001 - $50,000 · Joint	Oct 14, 2021	Aug 16, 2021	▼ 18.3%−98.8 pts vs S&P	Filing for PFE on Aug 16, 2021
BRK.BBerkshire Hathaway	Purchase$1,001 - $15,000 · Joint	Apr 20, 2021	Mar 24, 2021	▲ 122.8%+13.9 pts vs S&P	Filing for BRK.B on Mar 24, 2021
TAT&T	Sale (full)$1,001 - $15,000	Feb 16, 2021	Feb 8, 2021	▲ 41.4%−66.6 pts vs S&P	Filing for T on Feb 8, 2021
CSCOCisco	Sale (full)$1,001 - $15,000	Feb 16, 2021	Feb 8, 2021	▲ 143.1%+35.2 pts vs S&P	Filing for CSCO on Feb 8, 2021
TFCTruist Financial	Sale (full)$1,001 - $15,000	Feb 16, 2021	Feb 8, 2021	▲ 23.4%−84.5 pts vs S&P	Filing for TFC on Feb 8, 2021
DUKDuke Energy	Purchase$1,001 - $15,000	Jan 26, 2021	Jan 22, 2021	▲ 77.5%−34.6 pts vs S&P	Filing for DUK on Jan 22, 2021
LEELEE Enterprises, Inc	Sale (full)$1,001 - $15,000 · Joint	Jan 26, 2021	Jan 22, 2021	▼ 56.1%−168.2 pts vs S&P	Filing for LEE on Jan 22, 2021
LEELEE Enterprises, Inc	Sale (full)$1,001 - $15,000 · Spouse	Jan 26, 2021	Jan 22, 2021	▼ 56.1%−168.2 pts vs S&P	Filing for LEE on Jan 22, 2021
VTRSViatris	Sale (full)$1,001 - $15,000 · Joint	Jan 26, 2021	Dec 1, 2020	▲ 37.4%−85.4 pts vs S&P	Filing for VTRS on Dec 1, 2020
LEELEE Enterprises, Inc	Purchase$1,001 - $15,000 · Spouse	Jan 26, 2021	Nov 24, 2020	▼ 41.1%−165.6 pts vs S&P	Filing for LEE on Nov 24, 2020
BACBank of America	Sale (full)$15,001 - $50,000 · Joint	Nov 8, 2020	Oct 28, 2020	▲ 143.7%−6.0 pts vs S&P	Filing for BAC on Oct 28, 2020
PFEPfizer	Purchase$1,001 - $15,000 · Joint	Nov 8, 2020	Sep 16, 2020	▲ 19.2%−122.5 pts vs S&P	Filing for PFE on Sep 16, 2020
PFEPfizer	Purchase$1,001 - $15,000 · Joint	Jul 11, 2020	Jul 1, 2020	▲ 31.2%−132.5 pts vs S&P	Filing for PFE on Jul 1, 2020
LEELEE Enterprises, Inc	Sale (partial)$1,001 - $15,000 · Spouse	Jul 11, 2020	Jun 23, 2020	▼ 42.8%−205.1 pts vs S&P	Filing for LEE on Jun 23, 2020
DDominion Energy	Purchase$15,001 - $50,000 · Joint	Jul 11, 2020	Jun 8, 2020	▲ 2.7%−151.7 pts vs S&P	Filing for D on Jun 8, 2020
DDominion Energy	Purchase$15,001 - $50,000 · Joint	Jul 11, 2020	Jun 1, 2020	▲ 4.4%−164.7 pts vs S&P	Filing for D on Jun 1, 2020
DDominion Energy	Purchase$15,001 - $50,000 · Joint	May 22, 2020	Apr 29, 2020	▲ 14.0%−166.4 pts vs S&P	Filing for D on Apr 29, 2020
MARMarriott International	Sale (full)$15,001 - $50,000 · Joint	May 22, 2020	Apr 29, 2020	▲ 352.4%+171.9 pts vs S&P	Filing for MAR on Apr 29, 2020
AAPLApple Inc.	Sale (full)$1,001 - $15,000 · Joint	May 22, 2020	Apr 13, 2020	▲ 413.3%+215.0 pts vs S&P	Filing for AAPL on Apr 13, 2020
DUKDuke Energy	Purchase$1,001 - $15,000 · Joint	May 22, 2020	Apr 13, 2020	▲ 89.6%−108.7 pts vs S&P	Filing for DUK on Apr 13, 2020
DUKDuke Energy	Purchase$15,001 - $50,000 · Joint	May 22, 2020	Apr 2, 2020	▲ 108.7%−117.9 pts vs S&P	Filing for DUK on Apr 2, 2020
PFEPfizer	Purchase$1,001 - $15,000 · Joint	Mar 24, 2020	Mar 17, 2020	▲ 39.0%−188.2 pts vs S&P	Filing for PFE on Mar 17, 2020
CSCOCisco	Sale (full)$1,001 - $15,000 · Joint	Mar 24, 2020	Feb 11, 2020	▲ 150.7%+3.9 pts vs S&P	Filing for CSCO on Feb 11, 2020
BSXBoston Scientific	Sale (full)$1,001 - $15,000 · Joint	Mar 24, 2020	Feb 5, 2020	▲ 4.0%−144.5 pts vs S&P	Filing for BSX on Feb 5, 2020
TFCTruist Financial	Sale (full)$15,001 - $50,000 · Joint	Mar 24, 2020	Feb 2, 2020	▲ 30.0%−125.2 pts vs S&P	Filing for TFC on Feb 2, 2020
BRK.BBerkshire Hathaway	Purchase$15,001 - $50,000 · Joint	Jul 10, 2021	Jan 15, 2020	▲ 143.5%−8.5 pts vs S&P	Filing for BRK.B on Jan 15, 2020
ARCCAres Capital Corp	Sale (full)$1,001 - $15,000 · Joint	Jan 20, 2020	Jan 15, 2020	▲ 96.7%−55.4 pts vs S&P	Filing for ARCC on Jan 15, 2020
SANMSanmina Corp	Sale (full)$15,001 - $50,000 · Joint	Jan 20, 2020	Jan 15, 2020	▲ 363.9%+211.9 pts vs S&P	Filing for SANM on Jan 15, 2020
ADTNAdtran Holdings, Inc.	Sale (full)$1,001 - $15,000 · Joint	Jan 20, 2020	Jan 2, 2020	▼ 31.0%−185.6 pts vs S&P	Filing for ADTN on Jan 2, 2020
CDNSCadence Design Systems Inc	Sale (full)$1,001 - $15,000 · Joint	Jan 20, 2020	Jan 2, 2020	▲ 361.2%+206.6 pts vs S&P	Filing for CDNS on Jan 2, 2020
CVSCVS Health	Sale (full)$1,001 - $15,000 · Joint	Jan 20, 2020	Jan 2, 2020	▲ 49.2%−105.4 pts vs S&P	Filing for CVS on Jan 2, 2020
GEGE Aerospace	Sale (full)$1,001 - $15,000 · Joint	Jan 20, 2020	Jan 2, 2020	▲ 448.3%+293.7 pts vs S&P	Filing for GE on Jan 2, 2020
WFCWells Fargo	Sale (full)$1,001 - $15,000 · Joint	Jan 20, 2020	Jan 2, 2020	▲ 89.6%−65.0 pts vs S&P	Filing for WFC on Jan 2, 2020
APTAlpha PRO Tech LTD	Sale (partial)$1,001 - $15,000 · Spouse	Aug 6, 2019	Aug 5, 2019	▲ 60.0%−134.2 pts vs S&P	Filing for APT on Aug 5, 2019
GDGeneral Dynamics	Sale (full)$1,001 - $15,000	May 20, 2019	May 2, 2019	▲ 153.6%−34.6 pts vs S&P	Filing for GD on May 2, 2019
LEELEE Enterprises, Inc	Purchase$15,001 - $50,000	May 20, 2019	Apr 11, 2019	▼ 80.4%−271.6 pts vs S&P	Filing for LEE on Apr 11, 2019
LEELEE Enterprises, Inc	Sale (full)$15,001 - $50,000 · Joint	Apr 1, 2019	Mar 13, 2019	▼ 83.1%−282.7 pts vs S&P	Filing for LEE on Mar 13, 2019
APTAlpha PRO Tech LTD	Purchase$1,001 - $15,000 · Spouse	Mar 4, 2019	Feb 14, 2019	▲ 43.0%−164.2 pts vs S&P	Filing for APT on Feb 14, 2019
APTAlpha PRO Tech LTD	Sale (full)$1,001 - $15,000 · Joint	Mar 4, 2019	Feb 7, 2019	▲ 33.3%−178.7 pts vs S&P	Filing for APT on Feb 7, 2019
APTAlpha PRO Tech LTD	Sale (partial)$1,001 - $15,000 · Joint	Mar 4, 2019	Feb 6, 2019	▲ 33.7%−175.4 pts vs S&P	Filing for APT on Feb 6, 2019
LEELEE Enterprises, Inc	Purchase$1,001 - $15,000 · sp	Dec 11, 2018	Nov 27, 2018	▼ 74.4%−290.3 pts vs S&P	Filing for LEE on Nov 27, 2018
BRK.BBerkshire Hathaway	Purchase$15,001 - $50,000 · Joint	Dec 11, 2018	Oct 30, 2018	▲ 173.5%−43.1 pts vs S&P	Filing for BRK.B on Oct 30, 2018
BRK.BBerkshire Hathaway	Purchase$15,001 - $50,000 · Joint	Oct 25, 2018	Oct 24, 2018	▲ 178.3%−41.2 pts vs S&P	Filing for BRK.B on Oct 24, 2018
LEELEE Enterprises, Inc	Purchase$1,001 - $15,000 · sp	Oct 25, 2018	Oct 15, 2018	▼ 78.9%−287.9 pts vs S&P	Filing for LEE on Oct 15, 2018
DUKDuke Energy	Purchase$15,001 - $50,000 · Joint	Oct 25, 2018	Oct 2, 2018	▲ 119.4%−71.4 pts vs S&P	Filing for DUK on Oct 2, 2018
APTAlpha PRO Tech LTD	Sale (partial)$1,001 - $15,000 · Joint	Sep 27, 2018	Sep 24, 2018	▲ 51.2%−140.1 pts vs S&P	Filing for APT on Sep 24, 2018
DUKDuke Energy	Purchase$15,001 - $50,000 · Joint	Sep 27, 2018	Sep 24, 2018	▲ 121.6%−69.7 pts vs S&P	Filing for DUK on Sep 24, 2018
LEELEE Enterprises, Inc	Purchase$1,001 - $15,000 · Spouse	Sep 27, 2018	Aug 27, 2018	▼ 79.3%−273.1 pts vs S&P	Filing for LEE on Aug 27, 2018
LEELEE Enterprises, Inc	Purchase$1,001 - $15,000 · Spouse	Sep 27, 2018	Aug 24, 2018	▼ 79.3%−275.5 pts vs S&P	Filing for LEE on Aug 24, 2018
LEELEE Enterprises, Inc	Purchase$15,001 - $50,000 · Joint	Jul 6, 2018	Jun 26, 2018	▼ 79.3%−292.8 pts vs S&P	Filing for LEE on Jun 26, 2018
LEELEE Enterprises, Inc	Purchase$1,001 - $15,000 · Joint	Jun 16, 2018	Jun 14, 2018	▼ 76.4%−283.3 pts vs S&P	Filing for LEE on Jun 14, 2018
APTAlpha PRO Tech LTD	Sale (partial)$1,001 - $15,000 · Joint	Jun 16, 2018	May 25, 2018	▲ 55.5%−158.8 pts vs S&P	Filing for APT on May 25, 2018
BRK.BBerkshire Hathaway	Purchase$15,001 - $50,000 · Joint	Jun 16, 2018	May 25, 2018	▲ 186.4%−27.9 pts vs S&P	Filing for BRK.B on May 25, 2018
DUKDuke Energy	Purchase$15,001 - $50,000 · Joint	May 2, 2018	Apr 16, 2018	▲ 131.6%−88.3 pts vs S&P	Filing for DUK on Apr 16, 2018
DUKDuke Energy	Purchase$15,001 - $50,000 · Joint	Mar 2, 2018	Feb 12, 2018	▲ 137.9%−85.8 pts vs S&P	Filing for DUK on Feb 12, 2018
TCXTucows Inc	Sale (full)$1,001 - $15,000	May 11, 2019	Jan 9, 2018	▼ 78.1%−290.9 pts vs S&P	Filing for TCX on Jan 9, 2018
TCXTucows Inc	Sale (full)$1,001 - $15,000	Feb 3, 2018	Jan 9, 2018	▼ 78.1%−290.9 pts vs S&P	Filing for TCX on Jan 9, 2018
APTAlpha PRO Tech LTD	Purchase$1,001 - $15,000 · Joint	Dec 21, 2017	Nov 20, 2017	▲ 31.4%−202.8 pts vs S&P	Filing for APT on Nov 20, 2017
APTAlpha PRO Tech LTD	Purchase$1,001 - $15,000 · Joint	Oct 30, 2017	Oct 13, 2017	▲ 38.0%−200.6 pts vs S&P	Filing for APT on Oct 13, 2017
APTAlpha PRO Tech LTD	Purchase$1,001 - $15,000 · Joint	Oct 30, 2017	Aug 24, 2017	▲ 62.4%−193.2 pts vs S&P	Filing for APT on Aug 24, 2017
APTAlpha PRO Tech LTD	Purchase$1,001 - $15,000 · Joint	Aug 17, 2017	Jul 20, 2017	▲ 62.4%−188.7 pts vs S&P	Filing for APT on Jul 20, 2017
APTAlpha PRO Tech LTD	Purchase$1,001 - $15,000 · Joint	Jul 16, 2017	Jun 29, 2017	▲ 78.1%−181.4 pts vs S&P	Filing for APT on Jun 29, 2017
APTAlpha PRO Tech LTD	Purchase$1,001 - $15,000 · Joint	Jun 5, 2017	Jun 1, 2017	▲ 93.7%−164.5 pts vs S&P	Filing for APT on Jun 1, 2017
APTAlpha PRO Tech LTD	Purchase$1,001 - $15,000 · Joint	May 13, 2017	May 12, 2017	▲ 84.0%−180.8 pts vs S&P	Filing for APT on May 12, 2017
BDXBecton Dickinson	Sale (full)$1,001 - $15,000 · Joint	Apr 3, 2017	Mar 21, 2017	▲ 65.8%−207.2 pts vs S&P	Filing for BDX on Mar 21, 2017
XOMExxonMobil	Sale (full)$1,001 - $15,000 · Joint	Apr 3, 2017	Mar 21, 2017	▲ 232.2%−40.8 pts vs S&P	Filing for XOM on Mar 21, 2017
PGProcter & Gamble	Sale (full)$1,001 - $15,000 · Joint	Apr 3, 2017	Mar 21, 2017	▲ 133.4%−139.6 pts vs S&P	Filing for PG on Mar 21, 2017
UNPUnion Pacific Corporation	Sale (full)$1,001 - $15,000 · Joint	Apr 3, 2017	Mar 21, 2017	▲ 264.7%−8.3 pts vs S&P	Filing for UNP on Mar 21, 2017
WFCWells Fargo	Sale (full)$1,001 - $15,000 · Joint	Apr 3, 2017	Mar 21, 2017	▲ 99.5%−173.5 pts vs S&P	Filing for WFC on Mar 21, 2017
ORCLOracle Corporation	Sale (full)$1,001 - $15,000 · Joint	Apr 3, 2017	Mar 15, 2017	▲ 220.2%−46.2 pts vs S&P	Filing for ORCL on Mar 15, 2017
TCXTucows Inc	Sale (full)$15,001 - $50,000 · Joint	Feb 16, 2017	Feb 15, 2017	▼ 73.6%−346.3 pts vs S&P	Filing for TCX on Feb 15, 2017
LEELEE Enterprises, Inc	Purchase$1,001 - $15,000 · Joint	Jan 31, 2017	Jan 27, 2017	▼ 81.2%−363.6 pts vs S&P	Filing for LEE on Jan 27, 2017
VZVerizon	Sale (full)$1,001 - $15,000 · Joint	Jan 31, 2017	Jan 27, 2017	▲ 54.5%−227.8 pts vs S&P	Filing for VZ on Jan 27, 2017
MARMarriott International	Purchase$15,001 - $50,000 · Joint	Nov 2, 2016	Oct 31, 2016	▲ 562.3%+248.0 pts vs S&P	Filing for MAR on Oct 31, 2016
TAT&T	Purchase$1,001 - $15,000 · Joint	Oct 10, 2016	Oct 10, 2016	▲ 45.5%−261.9 pts vs S&P	Filing for T on Oct 10, 2016
TCXTucows Inc	Purchase$1,001 - $15,000 · Joint	Oct 10, 2016	Sep 28, 2016	▼ 63.9%−370.4 pts vs S&P	Filing for TCX on Sep 28, 2016
KOThe Coca-Cola Company	Purchase$1,001 - $15,000 · Joint	Oct 10, 2016	Sep 19, 2016	▲ 210.3%−102.3 pts vs S&P	Filing for KO on Sep 19, 2016
LEELEE Enterprises, Inc	Sale (full)$1,001 - $15,000	Oct 10, 2016	Sep 7, 2016	▼ 82.9%−387.1 pts vs S&P	Filing for LEE on Sep 7, 2016
BAXBaxter International	Sale (full)$1,001 - $15,000 · Joint	Oct 10, 2016	Aug 31, 2016	▼ 39.6%−346.7 pts vs S&P	Filing for BAX on Aug 31, 2016
WFCWells Fargo	Purchase$1,001 - $15,000 · Joint	Aug 25, 2016	Aug 23, 2016	▲ 133.7%−170.6 pts vs S&P	Filing for WFC on Aug 23, 2016
TCXTucows Inc	Purchase$1,001 - $15,000 · Joint	Aug 25, 2016	Aug 12, 2016	▼ 56.3%−361.5 pts vs S&P	Filing for TCX on Aug 12, 2016
LEELEE Enterprises, Inc	Purchase$1,001 - $15,000	May 2, 2016	Apr 21, 2016	▼ 69.5%−395.3 pts vs S&P	Filing for LEE on Apr 21, 2016
TCXTucows Inc	Purchase$1,001 - $15,000	Feb 22, 2016	Feb 16, 2016	▼ 40.8%−412.0 pts vs S&P	Filing for TCX on Feb 16, 2016
DUKDuke Energy	Purchase$1,001 - $15,000 · sp	Feb 22, 2016	Feb 5, 2016	▲ 151.4%−224.4 pts vs S&P	Filing for DUK on Feb 5, 2016
SOSouthern Company	Purchase$1,001 - $15,000 · Joint	Oct 7, 2015	Oct 1, 2015	—	Filing for SO on Oct 1, 2015

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	−1.0%	−3.0%	44%	46	+1.1% (46)
Purchases	90 days	+1.1%	−0.3%	48%	46	+1.0% (46)
Sales	30 days	+1.0%	−1.4%	42%	43	+2.0% (43)
Sales	90 days	+2.7%	−0.9%	47%	43	+3.0% (43)

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 Dec 31, 2022 0 stock or option trades
Report filed Aug 17, 2022 2 stock or option trades · VZ
Report filed Jul 19, 2022 0 stock or option trades
Report filed Jun 12, 2022 0 stock or option trades
Report filed May 11, 2022 1 stock or option trade · T
Report filed Apr 26, 2022 1 stock or option trade · VZ
Report filed Mar 21, 2022 0 stock or option trades
Report filed Oct 14, 2021 3 stock or option trades · T, D, PFE
Report filed Aug 6, 2021 0 stock or option trades
Report filed Jul 10, 2021 1 stock or option trade · BRK.B
Report filed May 28, 2021 0 stock or option trades
Report filed Apr 20, 2021 1 stock or option trade · BRK.B
Report filed Feb 16, 2021 3 stock or option trades · T, CSCO, TFC
Report filed Feb 12, 2021 0 stock or option trades
Report filed Jan 26, 2021 5 stock or option trades · DUK, LEE, VTRS
Report filed Nov 8, 2020 2 stock or option trades · BAC, PFE
Report filed Jul 11, 2020 4 stock or option trades · D, LEE, PFE
Report filed May 22, 2020 5 stock or option trades · AAPL, D, DUK, MAR
Report filed Mar 24, 2020 4 stock or option trades · BSX, CSCO, PFE, TFC
Report filed Jan 20, 2020 8 stock or option trades · ADTN, ARCC, CDNS, CVS, GE, SANM, WFC
Report filed Oct 30, 2019 0 stock or option trades
Report filed Sep 20, 2019 0 stock or option trades
Report filed Aug 6, 2019 1 stock or option trade · APT
Report filed May 20, 2019 2 stock or option trades · GD, LEE
Report filed May 11, 2019 1 stock or option trade · TCX
Report filed Apr 1, 2019 1 stock or option trade · LEE
Report filed Mar 4, 2019 3 stock or option trades · APT
Report filed Dec 11, 2018 2 stock or option trades · BRK.B, LEE
Report filed Oct 25, 2018 3 stock or option trades · BRK.B, DUK, LEE
Report filed Sep 27, 2018 4 stock or option trades · APT, DUK, LEE
Report filed Jul 6, 2018 1 stock or option trade · LEE
Report filed Jun 16, 2018 3 stock or option trades · APT, BRK.B, LEE
Report filed May 2, 2018 1 stock or option trade · DUK
Report filed Mar 2, 2018 1 stock or option trade · DUK
Report filed Feb 3, 2018 1 stock or option trade · TCX
Report filed Dec 21, 2017 1 stock or option trade · APT
Report filed Oct 30, 2017 2 stock or option trades · APT
Report filed Aug 17, 2017 1 stock or option trade · APT
Report filed Jul 16, 2017 1 stock or option trade · APT
Report filed Jun 5, 2017 1 stock or option trade · APT
Report filed May 13, 2017 2 stock or option trades · APT
Report filed Apr 3, 2017 6 stock or option trades · BDX, XOM, ORCL, PG, UNP, WFC
Report filed Feb 16, 2017 1 stock or option trade · TCX
Report filed Jan 31, 2017 2 stock or option trades · LEE, VZ
Report filed Dec 20, 2016 3 stock or option trades
Report filed Nov 2, 2016 1 stock or option trade · MAR
Report filed Oct 10, 2016 7 stock or option trades · T, BAX, KO, LEE, TCX
Report filed Aug 25, 2016 2 stock or option trades · TCX, WFC
Report filed Jul 13, 2016 0 stock or option trades
Report filed May 2, 2016 1 stock or option trade · LEE
Report filed Mar 8, 2016 0 stock or option trades
Report filed Feb 22, 2016 2 stock or option trades · DUK, TCX
Report filed Jan 12, 2016 0 stock or option trades
Report filed Nov 4, 2015 0 stock or option trades
Report filed Oct 7, 2015 1 stock or option trade · SO
Report filed Jul 6, 2015 1 stock or option trade
Report filed Apr 4, 2015 0 stock or option trades
Report filed Mar 13, 2015 0 stock or option trades
Report filed Jan 26, 2015 0 stock or option trades
Report filed Jan 7, 2015 1 stock or option trade

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