undamentalytics Newsletter

Nancy Pelosi: stock trades

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

Activity

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

Nancy Pelosi: purchases and sales per month
0 2 4 6 8 Dec 2024: 2 purchases Dec 2024: 2 sales Dec Jan 2025: 5 purchases Jan 2025: 0 sales Feb 2025: 0 purchases Feb 2025: 0 sales Mar 2025: 0 purchases Mar 2025: 0 sales Mar Apr 2025: 0 purchases Apr 2025: 0 sales May 2025: 0 purchases May 2025: 0 sales Jun 2025: 1 purchases Jun 2025: 0 sales Jun Jul 2025: 0 purchases Jul 2025: 0 sales Aug 2025: 0 purchases Aug 2025: 0 sales Sep 2025: 0 purchases Sep 2025: 0 sales Sep Oct 2025: 0 purchases Oct 2025: 1 sales Nov 2025: 0 purchases Nov 2025: 0 sales Dec 2025: 4 purchases Dec 2025: 7 sales Dec Jan 2026: 5 purchases Jan 2026: 0 sales Feb 2026: 0 purchases Feb 2026: 0 sales Mar 2026: 0 purchases Mar 2026: 0 sales Mar Apr 2026: 0 purchases Apr 2026: 0 sales May 2026: 2 purchases May 2026: 0 sales Jun 2026: 0 purchases Jun 2026: 0 sales Jun Jul 2026: 6 purchases Jul 2026: 0 sales Aug 2026: 0 purchases Aug 2026: 0 sales Sep 2026: 0 purchases Sep 2026: 0 sales Sep Oct 2026: 0 purchases Oct 2026: 0 sales Nov 2026: 0 purchases Nov 2026: 0 sales
Show as a table
MonthPurchasesSales
Dec 202422
Jan 202550
Feb 202500
Mar 202500
Apr 202500
May 202500
Jun 202510
Jul 202500
Aug 202500
Sep 202500
Oct 202501
Nov 202500
Dec 202547
Jan 202650
Feb 202600
Mar 202600
Apr 202600
May 202620
Jun 202600
Jul 202660
Aug 202600
Sep 202600
Oct 202600
Nov 202600
Trades, 24 months
35
Purchases
25
Sales
10
In 2026
13

Top sectors

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

  • Technology43% of trades 78 trades: 53 purchases, 25 sales
  • Communication Services20% of trades 37 trades: 24 purchases, 13 sales
  • Financials18% of trades 33 trades: 13 purchases, 20 sales
  • Consumer Discretionary9% of trades 17 trades: 10 purchases, 7 sales
  • Industrials7% of trades 12 trades: 11 purchases, 1 sales
  • Health Care1% of trades 2 trades: 2 purchases, 0 sales

Would copying Nancy Pelosi’s trades have beaten the S&P 500?

Copying Nancy Pelosi’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 January 13, 2015 into $69,334 by November 2, 2026, against $45,433 in the S&P 500: +17.9% a year against +13.7%, with a beta of 1.18. Selling each purchase after 6 months instead would have made +15.2% a year. Six months after each report, the average share purchase was +5.3% against the S&P 500 (median +3.7%), and 66% beat it, suggestive, but not enough to rule out luck. Measured from the trade date instead, the member’s own timing, the average was +7.0%. Reports arrived a median of 24 days after the trade.

$0$25.0k$50.0k$75.0k 201520172019202120232025 $69.3k$45.4k
Copying Nancy PelosiS&P 500, buy and hold $10,000 copying Nancy Pelosi’s disclosed holdings from January 13, 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. 68 call option trades count as the stock until they expire.
Nancy Pelosi: trades against the S&P 500 afterwards
MeasuredTrades countedAverage vs S&P 500MedianWent the right wayt-statisticEvidence
Purchases, 3 months after the report 44 +3.2% +2.1% 64% 1.31 No reliable evidence
Purchases, 6 months after the report 44 +5.3% +3.7% 66% 1.93 Some evidence: ahead
Purchases, 3 months after the trade 47 +3.1% +2.9% 62% 1.38 Some evidence: ahead
Purchases, 6 months after the trade 44 +7.0% +4.9% 59% 2.24 Strong evidence: ahead
Sales, 6 months after the report 39 +9.5% +7.1% 28% 2.46 Strong evidence: seller wrong
Return a year, copying
+17.9%
S&P 500, same dates
+13.7%
Yearly swing (S&P 500)
24% (17%)
Sharpe ratio (S&P 500)
0.72 (0.70)
Biggest drop (S&P 500)
−40% (−34%)
Market sensitivity (beta)
1.18

“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 Nancy Pelosi 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.

Nancy Pelosi: companies traded
AAPLApple Inc. 18$7.2M–$20.5M 17$21.8M–$97.8M Jan 13, 2016 Dec 30, 2025 —
NVDANVIDIA Corporation 11$6.9M–$28.8M 4$3.1M–$15.3M Jun 3, 2021 Jan 16, 2026 —
VVisa Inc. 0 15$5.2M–$16.6M Dec 29, 2014 Jul 1, 2024 —
AMZNAmazon 8$4.4M–$14.8M 5$2M–$7M Jul 27, 2018 Jan 16, 2026 —
DISThe Walt Disney Company 8$3.2M–$12.5M 3$1.5M–$6M Nov 28, 2014 Dec 30, 2025 —
GOOGLAlphabet Inc. (Class A) 7$4M–$14M 4$2.5M–$8M Feb 27, 2020 Jan 16, 2026 —
MSFTMicrosoft Corporation 8$3.7M–$13.3M 1$1M–$5M Feb 20, 2020 Jul 26, 2024 —
PYPLPayPal 5$2.3M–$4.5M 3$750,003–$1.5M Jun 12, 2020 Dec 30, 2025 ▼ 61.7%−232.0 pts vs S&P
CRMSalesforce 5$1.8M–$6.6M 2$50,010–$100,009 Dec 30, 2015 Dec 20, 2022 —
HTZHertz Global Holdings, Inc 6$330,006–$800,000 0 Nov 5, 2014 Jul 16, 2015 —
METAMeta Platforms 4$650,004–$1.4M 2$2M–$10M Jul 27, 2018 Aug 7, 2020 —
NFLXNetflix 3$1.4M–$5.8M 2$500,002–$1M Jul 5, 2019 Dec 30, 2022 —
BEBloom Energy 4$3M–$12M 0 Jul 24, 2026 Jul 28, 2026 ▲ 6.1%+4.1 pts vs S&P
TSLATesla, Inc. 2$1.5M–$6M 2$750,002–$1.5M Dec 22, 2020 Jun 24, 2024 —
ABAlliancebernstein Holding L.p. 3$1.5M–$3M 0 Dec 22, 2020 Feb 23, 2021 ▲ 70.6%−50.5 pts vs S&P
AXPAmerican Express 3$600,003–$1.3M 0 Jun 24, 2020 Jan 21, 2022 —
INTCIntel 3$1.8M–$6.5M 0 May 29, 2026 Jul 24, 2026 —
PANWPalo Alto Networks 3$1.6M–$6.3M 0 Feb 12, 2024 Dec 20, 2024 —
RBLXRoblox Corp 1$250,001–$500,000 2$100,002–$250,001 Dec 20, 2021 Jan 20, 2023 —
AVGOBroadcom 2$2M–$10M 0 Jun 24, 2024 Jun 20, 2025 —
MUMicron Technology 1$250,001–$500,000 1$15,001–$50,000 Dec 21, 2021 Sep 16, 2022 —
TEMTempus AI, Inc. 2$100,002–$200,000 0 Jan 14, 2025 Jan 16, 2026 —
VSTVistra Corp. 2$600,002–$1.3M 0 Jan 14, 2025 Jan 16, 2026 —
XYZBlock, Inc. 2$16,002–$65,000 0 May 17, 2016 Jan 20, 2017 —
CRWDCrowdStrike 1$500,001–$1M 0 Sep 3, 2020 Sep 3, 2020 ▲ 648.4%+511.3 pts vs S&P
DBXDropbox, Inc. 1$250,001–$500,000 0 Mar 27, 2018 Mar 27, 2018 ▲ 19.2%−209.0 pts vs S&P
IBKRInteractive Brokers 0 1$100,001–$250,000 May 8, 2020 May 8, 2020 —
MGRCMcgrath Rentcorp 0 1$250,001–$500,000 Jul 21, 2016 Jul 21, 2016 —
MORNMorningstar, Inc. 0 1$100,001–$250,000 May 8, 2020 May 8, 2020 —
TAT&T 1$250,001–$500,000 0 Oct 24, 2018 Oct 24, 2018 ▲ 62.3%−157.2 pts vs S&P
UBERUber 1$500,001–$1M 0 May 29, 2026 May 29, 2026 —

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.

Nancy Pelosi: trades in companies we cover
Report
BEBloom Energy Purchase$500,001 - $1,000,000 · Spouse Aug 21, 2026 Jul 28, 2026 ▲ 17.6%+15.9 pts vs S&P Filing for BE on Jul 28, 2026
BEBloom Energy Purchase (option)$500,001 - $1,000,000 · Spouse Aug 21, 2026 Jul 28, 2026 — Filing for BE on Jul 28, 2026
BEBloom Energy Purchase$1,000,001 - $5,000,000 · Spouse Aug 21, 2026 Jul 24, 2026 ▲ 6.1%+4.1 pts vs S&P Filing for BE on Jul 24, 2026
BEBloom Energy Purchase (option)$1,000,001 - $5,000,000 · Spouse Aug 21, 2026 Jul 24, 2026 — Filing for BE on Jul 24, 2026
INTCIntel Purchase (option)$250,001 - $500,000 · Spouse Aug 21, 2026 Jul 24, 2026 — Filing for INTC on Jul 24, 2026
INTCIntel Purchase$500,001 - $1,000,000 · Spouse Aug 21, 2026 Jul 24, 2026 ▼ 35.0%−37.1 pts vs S&P Filing for INTC on Jul 24, 2026
INTCIntel Purchase (option)$1,000,001 - $5,000,000 · Spouse Jun 23, 2026 May 29, 2026 — Filing for INTC on May 29, 2026
UBERUber Purchase (option)$500,001 - $1,000,000 · Spouse Jun 23, 2026 May 29, 2026 — Filing for UBER on May 29, 2026
GOOGLAlphabet Inc. (Class A) Purchase (option)$500,001 - $1,000,000 · Spouse Jan 23, 2026 Jan 16, 2026 — Filing for GOOGL on Jan 16, 2026
AMZNAmazon Purchase (option)$500,001 - $1,000,000 · Spouse Jan 23, 2026 Jan 16, 2026 — Filing for AMZN on Jan 16, 2026
NVDANVIDIA Corporation Purchase (option)$250,001 - $500,000 · Spouse Jan 23, 2026 Jan 16, 2026 — Filing for NVDA on Jan 16, 2026
TEMTempus AI, Inc. Purchase (option)$50,001 - $100,000 · Spouse Jan 23, 2026 Jan 16, 2026 — Filing for TEM on Jan 16, 2026
VSTVistra Corp. Purchase (option)$100,001 - $250,000 · Spouse Jan 23, 2026 Jan 16, 2026 — Filing for VST on Jan 16, 2026
VSNTVersant Media Group, Inc. Exchange$15.00 · Spouse Jan 23, 2026 Jan 2, 2026 — Filing for VSNT on Jan 2, 2026
GOOGLAlphabet Inc. (Class A) Purchase (option)$250,001 - $500,000 · Spouse Jan 23, 2026 Dec 30, 2025 — Filing for GOOGL on Dec 30, 2025
GOOGLAlphabet Inc. (Class A) Sale (partial)$1,000,001 - $5,000,000 · Spouse Jan 23, 2026 Dec 30, 2025 ▼ 10.9%−21.3 pts vs S&P Filing for GOOGL on Dec 30, 2025
AMZNAmazon Purchase (option)$100,001 - $250,000 · Spouse Jan 23, 2026 Dec 30, 2025 — Filing for AMZN on Dec 30, 2025
AAPLApple Inc. Purchase (option)$250,001 - $500,000 · Spouse Jan 23, 2026 Dec 30, 2025 — Filing for AAPL on Dec 30, 2025
AAPLApple Inc. Sale (partial)$5,000,001 - $25,000,000 · Spouse Jan 23, 2026 Dec 30, 2025 ▲ 24.2%+13.9 pts vs S&P Filing for AAPL on Dec 30, 2025
NVDANVIDIA Corporation Purchase (option)$100,001 - $250,000 · Spouse Jan 23, 2026 Dec 30, 2025 — Filing for NVDA on Dec 30, 2025
PYPLPayPal Sale (full)$250,001 - $500,000 · Spouse Jan 23, 2026 Dec 30, 2025 ▲ 0.3%−10.0 pts vs S&P Filing for PYPL on Dec 30, 2025
DISThe Walt Disney Company Sale (full)$1,000,001 - $5,000,000 · Spouse Jan 23, 2026 Dec 30, 2025 ▼ 0.7%−11.0 pts vs S&P Filing for DIS on Dec 30, 2025
AMZNAmazon Sale (partial)$1,000,001 - $5,000,000 · Spouse Jan 23, 2026 Dec 24, 2025 ▲ 5.7%−4.1 pts vs S&P Filing for AMZN on Dec 24, 2025
AAPLApple Inc. Sale (partial)$5,000,001 - $25,000,000 · Spouse Jan 23, 2026 Dec 24, 2025 ▲ 23.9%+14.1 pts vs S&P Filing for AAPL on Dec 24, 2025
NVDANVIDIA Corporation Sale (partial)$1,000,001 - $5,000,000 · Spouse Jan 23, 2026 Dec 24, 2025 ▲ 7.4%−2.4 pts vs S&P Filing for NVDA on Dec 24, 2025
AAPLApple Inc. Sale (partial)$100,001 - $250,000 · Spouse Oct 24, 2025 Oct 22, 2025 ▲ 31.4%+17.6 pts vs S&P Filing for AAPL on Oct 22, 2025
AVGOBroadcom Purchase (option)$1,000,001 - $5,000,000 · Spouse Jul 9, 2025 Jun 20, 2025 — Filing for AVGO on Jun 20, 2025
GOOGLAlphabet Inc. (Class A) Purchase (option)$250,001 - $500,000 · Spouse Jan 17, 2025 Jan 14, 2025 — Filing for GOOGL on Jan 14, 2025
AMZNAmazon Purchase (option)$250,001 - $500,000 · Spouse Jan 17, 2025 Jan 14, 2025 — Filing for AMZN on Jan 14, 2025
NVDANVIDIA Corporation Purchase (option)$250,001 - $500,000 · Spouse Jan 17, 2025 Jan 14, 2025 — Filing for NVDA on Jan 14, 2025
TEMTempus AI, Inc. Purchase (option)$50,001 - $100,000 · Spouse Jan 17, 2025 Jan 14, 2025 — Filing for TEM on Jan 14, 2025
VSTVistra Corp. Purchase (option)$500,001 - $1,000,000 · Spouse Jan 17, 2025 Jan 14, 2025 — Filing for VST on Jan 14, 2025
AAPLApple Inc. Sale (partial)$5,000,001 - $25,000,000 · Spouse Jan 17, 2025 Dec 31, 2024 ▲ 36.1%+5.2 pts vs S&P Filing for AAPL on Dec 31, 2024
NVDANVIDIA Corporation Sale (partial)$1,000,001 - $5,000,000 · Spouse Jan 17, 2025 Dec 31, 2024 ▲ 50.9%+20.0 pts vs S&P Filing for NVDA on Dec 31, 2024
NVDANVIDIA Corporation Purchase (option)$500,001 - $1,000,000 · Spouse Jan 17, 2025 Dec 20, 2024 — Filing for NVDA on Dec 20, 2024
PANWPalo Alto Networks Purchase (option)$1,000,001 - $5,000,000 · Spouse Jan 17, 2025 Dec 20, 2024 — Filing for PANW on Dec 20, 2024
MSFTMicrosoft Corporation Sale (partial)$1,000,001 - $5,000,000 · Spouse Jul 30, 2024 Jul 26, 2024 ▲ 21.4%−20.4 pts vs S&P Filing for MSFT on Jul 26, 2024
NVDANVIDIA Corporation Purchase$1,000,001 - $5,000,000 · Spouse Jul 30, 2024 Jul 26, 2024 ▲ 79.2%+37.4 pts vs S&P Filing for NVDA on Jul 26, 2024
VVisa Inc. Sale (partial)$500,001 - $1,000,000 · Spouse Jul 2, 2024 Jul 1, 2024 ▲ 64.4%+22.9 pts vs S&P Filing for V on Jul 1, 2024
NVDANVIDIA Corporation Purchase$1,000,001 - $5,000,000 · Spouse Jul 2, 2024 Jun 26, 2024 ▲ 60.3%+18.8 pts vs S&P Filing for NVDA on Jun 26, 2024
AVGOBroadcom Purchase (option)$1,000,001 - $5,000,000 · Spouse Jul 2, 2024 Jun 24, 2024 — Filing for AVGO on Jun 24, 2024
TSLATesla, Inc. Sale (full)$250,001 - $500,000 · Spouse Jul 2, 2024 Jun 24, 2024 ▲ 121.2%+79.0 pts vs S&P Filing for TSLA on Jun 24, 2024
PANWPalo Alto Networks Purchase (option)$100,001 - $250,000 · Spouse Feb 23, 2024 Feb 21, 2024 — Filing for PANW on Feb 21, 2024
PANWPalo Alto Networks Purchase (option)$500,001 - $1,000,000 · Spouse Feb 23, 2024 Feb 12, 2024 — Filing for PANW on Feb 12, 2024
NVDANVIDIA Corporation Purchase (option)$1,000,001 - $5,000,000 · Spouse Dec 21, 2023 Nov 22, 2023 — Filing for NVDA on Nov 22, 2023
AAPLApple Inc. Purchase (option)$250,001 - $500,000 · Spouse Jun 22, 2023 Jun 15, 2023 — Filing for AAPL on Jun 15, 2023
MSFTMicrosoft Corporation Purchase (option)$500,001 - $1,000,000 · Spouse Jun 22, 2023 Jun 15, 2023 — Filing for MSFT on Jun 15, 2023
AAPLApple Inc. Sale (partial)$500,001 - $1,000,000 · Spouse Jun 6, 2023 May 8, 2023 ▲ 98.2%+7.9 pts vs S&P Filing for AAPL on May 8, 2023
AAPLApple Inc. Purchase (option)$500,001 - $1,000,000 · Spouse Apr 6, 2023 Mar 17, 2023 — Filing for AAPL on Mar 17, 2023
RBLXRoblox Corp Sale (full) (option)$1.00 · Spouse Jan 25, 2023 Jan 20, 2023 — Filing for RBLX on Jan 20, 2023
NFLXNetflix Sale (partial)$250,001 - $500,000 · Spouse Jan 12, 2023 Dec 30, 2022 ▲ 111.4%+5.2 pts vs S&P Filing for NFLX on Dec 30, 2022
NFLXNetflix Sale (partial)$250,001 - $500,000 · Spouse Jan 12, 2023 Dec 29, 2022 ▲ 114.1%+8.5 pts vs S&P Filing for NFLX on Dec 29, 2022
GOOGLAlphabet Inc. (Class A) Sale (partial)$500,001 - $1,000,000 · Spouse Jan 12, 2023 Dec 28, 2022 ▲ 227.4%+118.1 pts vs S&P Filing for GOOGL on Dec 28, 2022
PYPLPayPal Sale (partial)$250,001 - $500,000 · Spouse Jan 12, 2023 Dec 28, 2022 ▼ 12.0%−121.4 pts vs S&P Filing for PYPL on Dec 28, 2022
RBLXRoblox Corp Sale (partial)$100,001 - $250,000 · Spouse Jan 12, 2023 Dec 28, 2022 ▲ 63.9%−45.4 pts vs S&P Filing for RBLX on Dec 28, 2022
GOOGLAlphabet Inc. (Class A) Sale (partial)$500,001 - $1,000,000 · Spouse Jan 12, 2023 Dec 21, 2022 ▲ 214.4%+110.3 pts vs S&P Filing for GOOGL on Dec 21, 2022
PYPLPayPal Sale (partial)$250,001 - $500,000 · Spouse Jan 12, 2023 Dec 21, 2022 ▼ 14.1%−118.3 pts vs S&P Filing for PYPL on Dec 21, 2022
DISThe Walt Disney Company Sale (partial)$500,001 - $1,000,000 · Spouse Jan 12, 2023 Dec 21, 2022 ▲ 34.2%−69.9 pts vs S&P Filing for DIS on Dec 21, 2022
GOOGLAlphabet Inc. (Class A) Sale (partial)$500,001 - $1,000,000 · Spouse Jan 12, 2023 Dec 20, 2022 ▲ 216.4%+109.2 pts vs S&P Filing for GOOGL on Dec 20, 2022
CRMSalesforce Sale (full) (option)$9.00 · Spouse Jan 12, 2023 Dec 20, 2022 — Filing for CRM on Dec 20, 2022
TSLATesla, Inc. Sale (partial)$500,001 - $1,000,000 · Spouse Jan 12, 2023 Dec 20, 2022 ▲ 193.1%+85.8 pts vs S&P Filing for TSLA on Dec 20, 2022
VVisa Inc. Sale (partial)$1,000,001 - $5,000,000 · Spouse Nov 30, 2022 Nov 8, 2022 ▲ 117.5%+10.1 pts vs S&P Filing for V on Nov 8, 2022
GOOGLAlphabet Inc. (Class A) Purchase (option)$1,000,001 - $5,000,000 · Spouse Oct 14, 2022 Sep 16, 2022 — Filing for GOOGL on Sep 16, 2022
MUMicron Technology Sale (full) (option)$15,001 - $50,000 · Spouse Oct 14, 2022 Sep 16, 2022 — Filing for MU on Sep 16, 2022
NVDANVIDIA Corporation Sale (full) (option)$100,001 - $250,000 · Spouse Oct 14, 2022 Sep 16, 2022 — Filing for NVDA on Sep 16, 2022
DISThe Walt Disney Company Sale (full) (option)$1.00 · Spouse Oct 14, 2022 Sep 16, 2022 — Filing for DIS on Sep 16, 2022
NVDANVIDIA Corporation Sale (full)$1,000,001 - $5,000,000 · Spouse Jul 26, 2022 Jul 26, 2022 ▲ 1126.9%+1023.5 pts vs S&P Filing for NVDA on Jul 26, 2022
VVisa Inc. Sale (partial)$1,000,001 - $5,000,000 · Spouse Jul 14, 2022 Jun 21, 2022 ▲ 126.2%+14.1 pts vs S&P Filing for V on Jun 21, 2022
AAPLApple Inc. Sale (partial) (option)$100,001 - $250,000 · Spouse Jul 14, 2022 Jun 17, 2022 — Filing for AAPL on Jun 17, 2022
NVDANVIDIA Corporation Purchase (option)$1,000,001 - $5,000,000 · Spouse Jul 14, 2022 Jun 17, 2022 — Filing for NVDA on Jun 17, 2022
AAPLApple Inc. Purchase (option)$250,001 - $500,000 · Spouse Jun 3, 2022 May 24, 2022 — Filing for AAPL on May 24, 2022
MSFTMicrosoft Corporation Purchase (option)$50,001 - $100,000 · Spouse Jun 3, 2022 May 24, 2022 — Filing for MSFT on May 24, 2022
MSFTMicrosoft Corporation Purchase (option)$250,001 - $500,000 · Spouse Jun 3, 2022 May 24, 2022 — Filing for MSFT on May 24, 2022
AAPLApple Inc. Purchase (option)$500,001 - $1,000,000 · Spouse Jun 3, 2022 May 13, 2022 — Filing for AAPL on May 13, 2022
TSLATesla, Inc. Purchase (option)$1,000,001 - $5,000,000 · Spouse Mar 21, 2022 Mar 17, 2022 — Filing for TSLA on Mar 17, 2022
AXPAmerican Express Purchase (option)$250,001 - $500,000 · Spouse Mar 4, 2022 Jan 21, 2022 — Filing for AXP on Jan 21, 2022
AAPLApple Inc. Purchase (option)$1,000,001 - $5,000,000 · Spouse Mar 4, 2022 Jan 21, 2022 — Filing for AAPL on Jan 21, 2022
PYPLPayPal Purchase (option)$500,001 - $1,000,000 · Spouse Mar 4, 2022 Jan 21, 2022 — Filing for PYPL on Jan 21, 2022
DISThe Walt Disney Company Purchase (option)$1,000,001 - $5,000,000 · Spouse Mar 4, 2022 Jan 21, 2022 — Filing for DIS on Jan 21, 2022
AXPAmerican Express Purchase (option)$250,001 - $500,000 · Spouse Feb 28, 2022 Jan 21, 2022 — Filing for AXP on Jan 21, 2022
AAPLApple Inc. Purchase (option)$1,000,001 - $5,000,000 · Spouse Feb 28, 2022 Jan 21, 2022 — Filing for AAPL on Jan 21, 2022
PYPLPayPal Purchase (option)$500,001 - $1,000,000 · Spouse Feb 28, 2022 Jan 21, 2022 — Filing for PYPL on Jan 21, 2022
DISThe Walt Disney Company Purchase (option)$1,000,001 - $5,000,000 · Spouse Feb 28, 2022 Jan 21, 2022 — Filing for DIS on Jan 21, 2022
AAPLApple Inc. Sale (partial)$500,001 - $1,000,000 · Spouse Jan 12, 2022 Dec 30, 2021 ▲ 94.4%+26.1 pts vs S&P Filing for AAPL on Dec 30, 2021
AAPLApple Inc. Sale (partial)$500,001 - $1,000,000 · Spouse Jan 12, 2022 Dec 30, 2021 ▲ 94.4%+26.1 pts vs S&P Filing for AAPL on Dec 30, 2021
MUMicron Technology Purchase (option)$250,001 - $500,000 · Spouse Dec 29, 2021 Dec 21, 2021 — Filing for MU on Dec 21, 2021
RBLXRoblox Corp Purchase (option)$250,001 - $500,000 · Spouse Dec 29, 2021 Dec 20, 2021 — Filing for RBLX on Dec 20, 2021
CRMSalesforce Purchase (option)$500,001 - $1,000,000 · Spouse Dec 29, 2021 Dec 20, 2021 — Filing for CRM on Dec 20, 2021
CRMSalesforce Purchase (option)$100,001 - $250,000 · Spouse Dec 29, 2021 Dec 20, 2021 — Filing for CRM on Dec 20, 2021
GOOGLAlphabet Inc. (Class A) Purchase (option)$500,001 - $1,000,000 · Spouse Dec 29, 2021 Dec 17, 2021 — Filing for GOOGL on Dec 17, 2021
DISThe Walt Disney Company Purchase (option)$100,001 - $250,000 · Spouse Dec 29, 2021 Dec 17, 2021 — Filing for DIS on Dec 17, 2021
NVDANVIDIA Corporation Purchase$500,001 - $1,000,000 · Spouse Aug 20, 2021 Jul 23, 2021 ▲ 937.9%+854.5 pts vs S&P Filing for NVDA on Jul 23, 2021
NVDANVIDIA Corporation Purchase (option)$250,001 - $500,000 · Spouse Aug 20, 2021 Jul 23, 2021 — Filing for NVDA on Jul 23, 2021
GOOGLAlphabet Inc. (Class A) Purchase (option)$1,000,001 - $5,000,000 · Spouse Jul 2, 2021 Jun 18, 2021 — Filing for GOOGL on Jun 18, 2021
NVDANVIDIA Corporation Purchase (option)$1,000,001 - $5,000,000 · Spouse Jul 2, 2021 Jun 3, 2021 — Filing for NVDA on Jun 3, 2021
AMZNAmazon Purchase (option)$500,001 - $1,000,000 · Spouse Jul 2, 2021 May 21, 2021 — Filing for AMZN on May 21, 2021
AAPLApple Inc. Purchase (option)$100,001 - $250,000 · Spouse Jul 2, 2021 May 21, 2021 — Filing for AAPL on May 21, 2021
MSFTMicrosoft Corporation Purchase$1,000,001 - $5,000,000 · Spouse Apr 9, 2021 Mar 19, 2021 ▲ 130.4%+22.6 pts vs S&P Filing for MSFT on Mar 19, 2021
MSFTMicrosoft Corporation Purchase$1,000,001 - $5,000,000 · Spouse Apr 9, 2021 Mar 19, 2021 ▲ 130.4%+22.6 pts vs S&P Filing for MSFT on Mar 19, 2021
ABAlliancebernstein Holding L.p. Purchase$500,001 - $1,000,000 · Spouse Mar 9, 2021 Feb 23, 2021 ▲ 53.3%−56.3 pts vs S&P Filing for AB on Feb 23, 2021
ABAlliancebernstein Holding L.p. Purchase$500,001 - $1,000,000 · Spouse Mar 9, 2021 Feb 18, 2021 ▲ 50.2%−57.6 pts vs S&P Filing for AB on Feb 18, 2021
ABAlliancebernstein Holding L.p. Purchase$500,001 - $1,000,000 · Spouse Jan 21, 2021 Dec 22, 2020 ▲ 70.6%−50.5 pts vs S&P Filing for AB on Dec 22, 2020
AAPLApple Inc. Purchase (option)$250,001 - $500,000 · Spouse Jan 21, 2021 Dec 22, 2020 — Filing for AAPL on Dec 22, 2020
TSLATesla, Inc. Purchase (option)$500,001 - $1,000,000 · Spouse Jan 21, 2021 Dec 22, 2020 — Filing for TSLA on Dec 22, 2020
DISThe Walt Disney Company Purchase (option)$500,001 - $1,000,000 · Spouse Jan 21, 2021 Dec 22, 2020 — Filing for DIS on Dec 22, 2020
AAPLApple Inc. Sale (partial)$500,001 - $1,000,000 · Spouse Dec 10, 2020 Nov 6, 2020 ▲ 193.6%+60.7 pts vs S&P Filing for AAPL on Nov 6, 2020
CRWDCrowdStrike Purchase$500,001 - $1,000,000 · Spouse Oct 4, 2020 Sep 3, 2020 ▲ 648.4%+511.3 pts vs S&P Filing for CRWD on Sep 3, 2020
METAMeta Platforms Sale (full)$1,000,001 - $5,000,000 · Spouse Sep 3, 2020 Aug 7, 2020 ▲ 128.2%−16.5 pts vs S&P Filing for META on Aug 7, 2020
AXPAmerican Express Purchase (option)$100,001 - $250,000 · Spouse Jul 20, 2020 Jun 24, 2020 — Filing for AXP on Jun 24, 2020
PYPLPayPal Purchase (option)$250,001 - $500,000 · Spouse Jul 20, 2020 Jun 24, 2020 — Filing for PYPL on Jun 24, 2020
AAPLApple Inc. Sale (full) (option)$1,000,001 - $5,000,000 · Spouse Jul 20, 2020 Jun 18, 2020 — Filing for AAPL on Jun 18, 2020
NFLXNetflix Purchase$1,000,001 - $5,000,000 · Spouse Jul 20, 2020 Jun 18, 2020 ▲ 38.6%−125.2 pts vs S&P Filing for NFLX on Jun 18, 2020
CRMSalesforce Purchase$1,000,001 - $5,000,000 · Spouse Jul 20, 2020 Jun 18, 2020 ▲ 22.8%−140.9 pts vs S&P Filing for CRM on Jun 18, 2020
PYPLPayPal Purchase$500,001 - $1,000,000 · Spouse Jul 20, 2020 Jun 12, 2020 ▼ 61.7%−232.0 pts vs S&P Filing for PYPL on Jun 12, 2020
PYPLPayPal Purchase$500,001 - $1,000,000 · Spouse Jul 20, 2020 Jun 12, 2020 ▼ 61.7%−232.0 pts vs S&P Filing for PYPL on Jun 12, 2020
AAPLApple Inc. Sale (partial)$500,001 - $1,000,000 · Spouse Jun 9, 2020 May 8, 2020 ▲ 351.1%+169.9 pts vs S&P Filing for AAPL on May 8, 2020
AAPLApple Inc. Sale (partial)$500,001 - $1,000,000 · Spouse Jun 9, 2020 May 8, 2020 ▲ 351.1%+169.9 pts vs S&P Filing for AAPL on May 8, 2020
AAPLApple Inc. Sale (partial)$1,000,001 - $5,000,000 · Spouse Jun 9, 2020 May 8, 2020 ▲ 351.1%+169.9 pts vs S&P Filing for AAPL on May 8, 2020
METAMeta Platforms Sale (partial)$1,000,001 - $5,000,000 · Spouse Jun 9, 2020 May 8, 2020 ▲ 188.5%+7.3 pts vs S&P Filing for META on May 8, 2020
IBKRInteractive Brokers Sale (partial)$100,001 - $250,000 · Spouse Jun 9, 2020 May 8, 2020 ▲ 655.2%+474.0 pts vs S&P Filing for IBKR on May 8, 2020
MORNMorningstar, Inc. Sale (partial)$100,001 - $250,000 · Spouse Jun 9, 2020 May 8, 2020 ▲ 74.4%−106.8 pts vs S&P Filing for MORN on May 8, 2020
VVisa Inc. Sale (partial)$500,001 - $1,000,000 · Spouse Jun 9, 2020 May 8, 2020 ▲ 140.9%−40.3 pts vs S&P Filing for V on May 8, 2020
VVisa Inc. Sale (partial)$500,001 - $1,000,000 · Spouse Jun 9, 2020 May 8, 2020 ▲ 140.9%−40.3 pts vs S&P Filing for V on May 8, 2020
MSFTMicrosoft Corporation Purchase (option)$100,001 - $250,000 · sp Apr 1, 2020 Feb 28, 2020 — Filing for MSFT on Feb 28, 2020
GOOGLAlphabet Inc. (Class A) Purchase (option)$500,001 - $1,000,000 · sp Apr 1, 2020 Feb 27, 2020 — Filing for GOOGL on Feb 27, 2020
MSFTMicrosoft Corporation Purchase (option)$500,001 - $1,000,000 · sp Apr 1, 2020 Feb 21, 2020 — Filing for MSFT on Feb 21, 2020
MSFTMicrosoft Corporation Purchase (option)$250,001 - $500,000 · sp Apr 1, 2020 Feb 20, 2020 — Filing for MSFT on Feb 20, 2020
AMZNAmazon Sale (full) (option)$250,001 - $500,000 · Spouse Jul 20, 2020 Jan 16, 2020 — Filing for AMZN on Jan 16, 2020
AMZNAmazon Sale (full) (option)$250,001 - $500,000 · Spouse Jul 20, 2020 Jan 16, 2020 — Filing for AMZN on Jan 16, 2020
AMZNAmazon Purchase (option)$1,000,001 - $5,000,000 · Spouse Feb 11, 2020 Jan 16, 2020 — Filing for AMZN on Jan 16, 2020
AMZNAmazon Sale (full) (option)$250,001 - $500,000 · Spouse Feb 11, 2020 Jan 16, 2020 — Filing for AMZN on Jan 16, 2020
AMZNAmazon Sale (full) (option)$250,001 - $500,000 · Spouse Feb 11, 2020 Jan 16, 2020 — Filing for AMZN on Jan 16, 2020
METAMeta Platforms Purchase (option)$250,001 - $500,000 · Spouse Feb 11, 2020 Jan 16, 2020 — Filing for META on Jan 16, 2020
METAMeta Platforms Purchase (option)$250,001 - $500,000 · Spouse Feb 11, 2020 Jan 16, 2020 — Filing for META on Jan 16, 2020
VVisa Inc. Sale (partial)$100,001 - $250,000 · Spouse Sep 19, 2019 Aug 7, 2019 ▲ 155.5%−34.4 pts vs S&P Filing for V on Aug 7, 2019
VVisa Inc. Sale (partial)$100,001 - $250,000 · Spouse Sep 18, 2019 Aug 7, 2019 ▲ 155.5%−34.4 pts vs S&P Filing for V on Aug 7, 2019
VVisa Inc. Sale (partial)$100,001 - $250,000 · Spouse Sep 18, 2019 Aug 7, 2019 ▲ 155.5%−34.4 pts vs S&P Filing for V on Aug 7, 2019
AMZNAmazon Purchase (option)$500,001 - $1,000,000 · Spouse Aug 13, 2019 Jul 22, 2019 — Filing for AMZN on Jul 22, 2019
NFLXNetflix Purchase (option)$100,001 - $250,000 · Spouse Aug 13, 2019 Jul 22, 2019 — Filing for NFLX on Jul 22, 2019
NFLXNetflix Purchase (option)$250,001 - $500,000 · Spouse Aug 13, 2019 Jul 5, 2019 — Filing for NFLX on Jul 5, 2019
CRMSalesforce Purchase (option)$100,001 - $250,000 · sp Jul 11, 2019 Jun 18, 2019 — Filing for CRM on Jun 18, 2019
CRMSalesforce Purchase (option)$50,001 - $100,000 · sp Jul 11, 2019 Jun 14, 2019 — Filing for CRM on Jun 14, 2019
TAT&T Purchase$250,001 - $500,000 · sp Nov 8, 2018 Oct 24, 2018 ▲ 62.3%−157.2 pts vs S&P Filing for T on Oct 24, 2018
AMZNAmazon Purchase (option)$1,000,001 - $5,000,000 · sp Nov 8, 2018 Oct 12, 2018 — Filing for AMZN on Oct 12, 2018
METAMeta Platforms Purchase (option)$100,001 - $250,000 · sp Nov 8, 2018 Oct 9, 2018 — Filing for META on Oct 9, 2018
AAPLApple Inc. Purchase (option)$500,001 - $1,000,000 · sp Oct 25, 2018 Sep 20, 2018 — Filing for AAPL on Sep 20, 2018
AAPLApple Inc. Purchase (option)$500,001 - $1,000,000 · sp Oct 25, 2018 Sep 20, 2018 — Filing for AAPL on Sep 20, 2018
AAPLApple Inc. Purchase (option)$500,001 - $1,000,000 · sp Oct 25, 2018 Sep 11, 2018 — Filing for AAPL on Sep 11, 2018
AMZNAmazon Purchase (option)$500,001 - $1,000,000 · sp Sep 6, 2018 Jul 27, 2018 — Filing for AMZN on Jul 27, 2018
METAMeta Platforms Purchase (option)$50,001 - $100,000 · sp Sep 6, 2018 Jul 27, 2018 — Filing for META on Jul 27, 2018
DBXDropbox, Inc. Purchase$250,001 - $500,000 · Spouse Apr 16, 2018 Mar 27, 2018 ▲ 19.2%−209.0 pts vs S&P Filing for DBX on Mar 27, 2018
AAPLApple Inc. Purchase (option)$100,001 - $250,000 · sp Feb 26, 2018 Feb 2, 2018 — Filing for AAPL on Feb 2, 2018
AAPLApple Inc. Purchase (option)$100,001 - $250,000 · sp Feb 26, 2018 Feb 2, 2018 — Filing for AAPL on Feb 2, 2018
AAPLApple Inc. Sale (full)$250,001 - $500,000 · Spouse Jan 10, 2018 Dec 29, 2017 ▲ 756.0%+534.1 pts vs S&P Filing for AAPL on Dec 29, 2017
AAPLApple Inc. Sale (full)$1,000,001 - $5,000,000 · Spouse Jan 10, 2018 Dec 28, 2017 ▲ 746.7%+526.1 pts vs S&P Filing for AAPL on Dec 28, 2017
VVisa Inc. Sale (full)$500,001 - $1,000,000 · Spouse Jan 10, 2018 Dec 28, 2017 ▲ 295.7%+75.1 pts vs S&P Filing for V on Dec 28, 2017
AAPLApple Inc. Sale (full)$100,001 - $250,000 · Spouse Jan 10, 2018 Dec 21, 2017 ▲ 727.7%+506.7 pts vs S&P Filing for AAPL on Dec 21, 2017
VVisa Inc. Sale (full)$100,001 - $250,000 · Spouse Jan 10, 2018 Dec 21, 2017 ▲ 302.5%+81.5 pts vs S&P Filing for V on Dec 21, 2017
AAPLApple Inc. Purchase (option)$500,001 - $1,000,000 · Spouse Jul 20, 2017 Jun 15, 2017 — Filing for AAPL on Jun 15, 2017
AAPLApple Inc. Sale (full) (option)$250,001 - $500,000 · Spouse Feb 14, 2017 Jan 20, 2017 — Filing for AAPL on Jan 20, 2017
XYZBlock, Inc. Purchase (option)$15,001 - $50,000 · Spouse Feb 14, 2017 Jan 20, 2017 — Filing for XYZ on Jan 20, 2017
AAPLApple Inc. Purchase (option)$500,001 - $1,000,000 · Spouse Feb 14, 2017 Jan 19, 2017 — Filing for AAPL on Jan 19, 2017
MGRCMcgrath Rentcorp Sale (full)$250,001 - $500,000 · Spouse Aug 17, 2016 Jul 21, 2016 ▲ 404.8%+95.5 pts vs S&P Filing for MGRC on Jul 21, 2016
VVisa Inc. Sale (full)$50,001 - $100,000 · Spouse Aug 17, 2016 Jul 21, 2016 ▲ 480.6%+171.3 pts vs S&P Filing for V on Jul 21, 2016
AAPLApple Inc. Purchase (option)$100,001 - $250,000 May 24, 2016 May 17, 2016 — Filing for AAPL on May 17, 2016
XYZBlock, Inc. Purchase (option)$1,001 - $15,000 May 24, 2016 May 17, 2016 — Filing for XYZ on May 17, 2016
DISThe Walt Disney Company Purchase (option)$500,001 - $1,000,000 Feb 17, 2016 Jan 15, 2016 — Filing for DIS on Jan 15, 2016
AAPLApple Inc. Purchase (option)$250,001 - $500,000 Feb 17, 2016 Jan 13, 2016 — Filing for AAPL on Jan 13, 2016
CRMSalesforce Sale (full)$50,001 - $100,000 Feb 2, 2016 Dec 30, 2015 ▲ 191.3%−143.0 pts vs S&P Filing for CRM on Dec 30, 2015
VVisa Inc. Sale (full)$100,001 - $250,000 Feb 2, 2016 Dec 30, 2015 ▲ 486.0%+151.7 pts vs S&P Filing for V on Dec 30, 2015
VVisa Inc. Sale (full)$250,001 - $500,000 Feb 2, 2016 Dec 29, 2015 ▲ 479.6%+148.4 pts vs S&P Filing for V on Dec 29, 2015
HTZHertz Global Holdings, Inc Purchase (option)$100,001 - $250,000 Jul 28, 2015 Jul 16, 2015 — Filing for HTZ on Jul 16, 2015
HTZHertz Global Holdings, Inc Purchase (option)$15,001 - $50,000 Jul 28, 2015 Jul 15, 2015 — Filing for HTZ on Jul 15, 2015
VVisa Inc. Sale (full)$100,001 - $250,000 Jan 12, 2015 Dec 30, 2014 — Filing for V on Dec 30, 2014
VVisa Inc. Sale (full)$250,001 - $500,000 Jan 12, 2015 Dec 29, 2014 — Filing for V on Dec 29, 2014
DISThe Walt Disney Company Purchase (option)$50,001 - $100,000 Jul 7, 2015 Dec 10, 2014 — Filing for DIS on Dec 10, 2014
DISThe Walt Disney Company Purchase$50,001 - $100,000 Jan 12, 2015 Dec 10, 2014 — Filing for DIS on Dec 10, 2014
HTZHertz Global Holdings, Inc Purchase (option)$50,001 - $100,000 Jul 7, 2015 Nov 28, 2014 — Filing for HTZ on Nov 28, 2014
DISThe Walt Disney Company Purchase (option)$1,001 - $15,000 Jul 7, 2015 Nov 28, 2014 — Filing for DIS on Nov 28, 2014
HTZHertz Global Holdings, Inc Purchase (option)$100,001 - $250,000 Jul 7, 2015 Nov 25, 2014 — Filing for HTZ on Nov 25, 2014
HTZHertz Global Holdings, Inc Purchase (option)$50,001 - $100,000 Jul 7, 2015 Nov 6, 2014 — Filing for HTZ on Nov 6, 2014
HTZHertz Global Holdings, Inc Purchase (option)$15,001 - $50,000 Jul 7, 2015 Nov 5, 2014 — Filing for HTZ on Nov 5, 2014

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 +5.3%few trades +6.0% 72% 18 +4.9% (18)
Purchases 90 days +9.0%few trades +12.2% 83% 18 +12.3% (15)
Sales 30 days +1.6% 0.0% 50% 52 +1.4% (52)
Sales 90 days +3.3% 0.0% 50% 52 +3.0% (52)

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