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Pete Sessions: stock trades

Republican, Representative for TX's 17th district. Value ranges as filed, never exact figures.

Activity

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

Pete Sessions: purchases and sales per month
0 10 20 30 40 Dec 2024: 1 purchases Dec 2024: 0 sales Dec Jan 2025: 0 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: 0 purchases Jun 2025: 2 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: 0 sales Nov 2025: 0 purchases Nov 2025: 0 sales Dec 2025: 0 purchases Dec 2025: 0 sales Dec Jan 2026: 0 purchases Jan 2026: 0 sales Feb 2026: 0 purchases Feb 2026: 0 sales Mar 2026: 0 purchases Mar 2026: 1 sales Mar Apr 2026: 0 purchases Apr 2026: 0 sales May 2026: 0 purchases May 2026: 0 sales Jun 2026: 0 purchases Jun 2026: 0 sales Jun Jul 2026: 0 purchases Jul 2026: 1 sales Aug 2026: 0 purchases Aug 2026: 0 sales Sep 2026: 0 purchases Sep 2026: 3 sales Sep Oct 2026: 0 purchases Oct 2026: 31 sales Nov 2026: 0 purchases Nov 2026: 0 sales
Show as a table
MonthPurchasesSales
Dec 202410
Jan 202500
Feb 202500
Mar 202500
Apr 202500
May 202500
Jun 202502
Jul 202500
Aug 202500
Sep 202500
Oct 202500
Nov 202500
Dec 202500
Jan 202600
Feb 202600
Mar 202601
Apr 202600
May 202600
Jun 202600
Jul 202601
Aug 202600
Sep 202603
Oct 2026031
Nov 202600
Trades, 24 months
39
Purchases
1
Sales
38
In 2026
36

Top sectors

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

  • Technology20% of trades 67
  • Consumer Discretionary15% of trades 51
  • Financials13% of trades 44
  • Consumer Staples12% of trades 41
  • Communication Services10% of trades 34
  • Health Care9% of trades 30

Would copying Pete Sessions’s trades have beaten the S&P 500?

Copying Pete Sessions’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 15, 2015 into $65,318 by November 2, 2026, against $43,025 in the S&P 500: +17.8% a year against +13.6%, with a beta of 0.96. Selling each purchase after 6 months instead would have made +15.2% a year. Six months after each report, the average share purchase was +1.0% against the S&P 500 (median +0.8%), and 53% beat it, suggestive, but not enough to rule out luck. Measured from the trade date instead, the member’s own timing, the average was +2.3%. Reports arrived a median of 21 days after the trade. 9 purchases had already been sold in full by the time they were reported, so a follower could not copy them; the averages below still count every purchase.

$0$20.0k$40.0k$60.0k 201520172019202120232025 $65.3k$43.0k
Copying Pete SessionsS&P 500, buy and hold $10,000 copying Pete Sessions’s disclosed holdings from May 15, 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.
MeasuredTrades countedAverage vs S&P 500MedianWent the right wayt-statisticEvidence
Purchases, 3 months after the report 176 +0.1% +0.7% 53% 0.17 No reliable evidence
Purchases, 6 months after the report 176 +1.0% +0.8% 53% 0.64 Some evidence: ahead
Purchases, 3 months after the trade 176 +1.4% +1.9% 60% 1.50 No reliable evidence
Purchases, 6 months after the trade 176 +2.3% +1.2% 54% 1.42 Some evidence: ahead
Sales, 6 months after the report 108 −1.7% −3.1% 56% -1.09 No reliable evidence
Return a year, copying
+17.8%
S&P 500, same dates
+13.6%
Yearly swing (S&P 500)
18% (18%)
Sharpe ratio (S&P 500)
0.88 (0.68)
Biggest drop (S&P 500)
−31% (−34%)
Market sensitivity (beta)
0.96

“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 Pete Sessions 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.
MSFTMicrosoft Corporation 16$16,016–$240,000 4$281,004–$615,000 Jun 12, 2015 Oct 2, 2026 —
COSTCostco 10$24,010–$185,000 5$367,005–$830,000 Jun 1, 2015 Oct 13, 2026 —
NVDANVIDIA Corporation 13$11,892–$165,881 2$65,002–$150,000 Feb 17, 2017 Oct 2, 2026 ▲ 7748.8%+7475.4 pts vs S&P
AMZNAmazon 10$52,010–$255,000 2$115,002–$300,000 Mar 22, 2017 Oct 27, 2026 ▲ 494.3%+221.2 pts vs S&P
VZVerizon 8$107,008–$355,000 4$18,004–$95,000 Jun 3, 2015 Oct 2, 2026 —
CMGChipotle Mexican Grill 6$6,006–$90,000 4$32,004–$130,000 May 29, 2015 Oct 2, 2026 —
AAPLApple Inc. 3$2,362–$30,360 5$452,005–$1M Apr 19, 2013 Oct 2, 2026 —
CCICrown Castle 5$5,005–$75,000 3$3,003–$45,000 May 3, 2021 Dec 28, 2023 ▼ 40.3%−134.4 pts vs S&P
GOOGLAlphabet Inc. (Class A) 5$5,005–$75,000 3$116,003–$315,000 Apr 14, 2015 Oct 2, 2026 —
MCDMcDonald's 4$53,004–$145,000 3$116,003–$315,000 Oct 28, 2016 Oct 27, 2026 ▲ 197.6%−117.8 pts vs S&P
ARCCAres Capital Corp 4$1,967–$15,966 2$2,002–$30,000 Apr 20, 2021 Jul 24, 2026 ▲ 64.2%−32.6 pts vs S&P
CVSCVS Health 4$32,004–$130,000 2$16,002–$65,000 May 1, 2015 Apr 3, 2018 —
JNJJohnson & Johnson 3$17,003–$80,000 3$80,003–$200,000 Jun 12, 2015 Jun 12, 2025 —
MAMastercard 3$17,003–$80,000 3$17,003–$80,000 Jul 1, 2016 Oct 2, 2026 ▲ 675.4%+352.6 pts vs S&P
CHKPCheck Point Software Technologies LTD 3$17,003–$80,000 2$16,002–$65,000 May 6, 2015 Dec 7, 2017 —
LOWLowe's 3$3,003–$45,000 2$16,002–$65,000 Feb 9, 2021 Oct 22, 2026 ▲ 33.7%−74.9 pts vs S&P
TAT&T 3$52,003–$130,000 2$16,002–$65,000 Jan 4, 2017 Nov 29, 2023 ▲ 31.5%−255.9 pts vs S&P
AMTAmerican Tower 2$2,002–$30,000 2$2,002–$30,000 Oct 6, 2017 Dec 28, 2023 ▲ 70.8%−169.4 pts vs S&P
AXPAmerican Express 4$4,004–$60,000 0 Feb 28, 2017 May 1, 2017 ▲ 362.8%+91.6 pts vs S&P
BNSBank Of Nova Scotia 2$2,002–$30,000 2$2,002–$30,000 Jun 30, 2021 Nov 2, 2023 —
CFCF Industries 3$17,003–$80,000 1$15,001–$50,000 May 12, 2016 Feb 5, 2018 ▲ 458.2%+126.4 pts vs S&P
GEGE Aerospace 2$16,002–$65,000 2$51,002–$115,000 Jan 13, 2017 Feb 12, 2018 ▲ 134.8%−151.9 pts vs S&P
IBMIBM 1$1,001–$15,000 3$3,003–$45,000 Feb 14, 2014 Apr 30, 3031 —
PEPPepsiCo 2$2,002–$30,000 2$2,002–$30,000 Jun 12, 2015 Oct 21, 2026 —
PGProcter & Gamble 1$50,001–$100,000 3$116,003–$315,000 May 12, 2017 Oct 8, 2026 ▲ 142.4%−123.4 pts vs S&P
PNCPNC Financial Services 3$17,003–$80,000 1$1,001–$15,000 Jan 30, 2013 Apr 27, 2017 —
TJXTJX Companies 1$15,001–$50,000 3$31,003–$115,000 Nov 22, 2017 Oct 2, 2026 ▲ 338.2%+105.0 pts vs S&P
WMTWalmart 3$3,003–$45,000 1$50,001–$100,000 Dec 21, 2016 Oct 2, 2026 ▲ 516.6%+227.8 pts vs S&P
ABTAbbott Laboratories 2$16,002–$65,000 1$50,001–$100,000 Jul 27, 2015 Oct 2, 2026 —
BABoeing 2$51,002–$115,000 1$1,001–$15,000 Jan 29, 2014 Jan 4, 2017 —
BCEBCE Inc 2$2,002–$30,000 1$15,001–$50,000 Jul 10, 2015 Apr 12, 2016 —
GSKGSK plc 2$2,002–$30,000 1$1,001–$15,000 Dec 1, 2016 Oct 25, 2017 —
HONHoneywell Technologies 2$16,002–$65,000 1$1,001–$15,000 Jan 31, 2018 Oct 1, 2026 ▲ 76.9%−128.6 pts vs S&P
KOThe Coca-Cola Company 2$2,002–$30,000 1$1,001–$15,000 Jul 26, 2017 Aug 18, 2023 ▲ 175.8%−75.8 pts vs S&P
MDTMedtronic 2$16,002–$65,000 1$15,001–$50,000 Mar 22, 2018 Jun 15, 2023 ▲ 59.3%−166.0 pts vs S&P
QCOMQualcomm 1$1,001–$15,000 2$16,002–$65,000 Jun 15, 2015 Dec 11, 2018 —
VVisa Inc. 2$2,002–$30,000 1$15,001–$50,000 Aug 18, 2017 Oct 2, 2026 ▲ 337.3%+79.0 pts vs S&P
ABBVAbbVie 0 2$16,002–$65,000 Apr 23, 2014 Sep 14, 2026 —
AIC3.ai, Inc. 1$1,001–$15,000 1$314–$314 Apr 19, 2021 Sep 5, 2023 ▼ 81.4%−176.8 pts vs S&P
AMGAffiliated Managers Group, Inc. 1$15,001–$50,000 1$1,001–$15,000 Apr 23, 2014 Sep 4, 2015 —
APDAir Products 1$15,001–$50,000 1$15,001–$50,000 Jul 15, 2015 Mar 24, 2017 —
BABAAlibaba Group Holding Ltd 1$1,001–$15,000 1$1,001–$15,000 May 24, 2021 Dec 28, 2023 —
BACBank of America 2$30,002–$100,000 0 Feb 8, 2018 Feb 22, 2018 ▲ 104.0%−130.2 pts vs S&P
BHPBHP Group Ltd 0 2$2,002–$30,000 Apr 15, 2013 Jun 18, 2014 —
CRMSalesforce 1$1,001–$15,000 1$1,001–$15,000 Apr 19, 2021 Jul 21, 2023 ▼ 1.8%−97.2 pts vs S&P
CVXChevron Corporation 1$1,001–$15,000 1$15,001–$50,000 Aug 26, 2015 Oct 14, 2026 —
DEDeere & Company 1$15,001–$50,000 1$15,001–$50,000 Jul 27, 2015 Dec 30, 2016 —
DHRDanaher Corporation 1$15,001–$50,000 1$50,001–$100,000 Jan 4, 2018 Jun 12, 2025 ▲ 187.8%−29.2 pts vs S&P
DLTRDollar Tree 2$16,002–$65,000 0 May 17, 2016 Aug 3, 2018 ▲ 73.0%−262.5 pts vs S&P
FITBFifth Third Bancorp 0 2$16,002–$65,000 Apr 23, 2014 Apr 25, 2018 —
GISGeneral Mills 1$1,001–$15,000 1$1,001–$15,000 May 30, 2013 Mar 20, 2024 —
GWWW. W. Grainger 2$16,002–$65,000 0 Feb 26, 2015 Jul 27, 2015 —
ITWIllinois Tool Works 2$2,002–$30,000 0 Feb 1, 2017 Feb 1, 2017 ▲ 184.3%−101.3 pts vs S&P
IVZInvesco 1$1,001–$15,000 1$1,001–$15,000 Oct 8, 2015 May 11, 2016 —
JPMJPMorgan Chase 1$15,001–$50,000 1$100,001–$250,000 Jan 4, 2017 Sep 10, 2021 ▲ 400.1%+112.7 pts vs S&P
KEYKeyCorp 1$1,001–$15,000 1$1,001–$15,000 May 10, 2013 Jul 27, 2016 —
KRKroger 1$1,001–$15,000 1$1,001–$15,000 Jul 13, 2021 Nov 8, 2021 ▲ 97.7%+12.0 pts vs S&P
LEALear Corp 1$1,001–$15,000 1$1,001–$15,000 Nov 12, 2013 Feb 17, 2015 —
LMTLockheed Martin 1$50,001–$100,000 1$100,001–$250,000 May 12, 2017 Oct 31, 2023 ▲ 203.8%−61.9 pts vs S&P
MOAltria 1$1,001–$15,000 1$1,001–$15,000 May 19, 2021 Sep 10, 2024 ▲ 135.8%+38.3 pts vs S&P

The 60 most traded of 120 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. Showing the latest 300 of 341 trades; every trade is in the reports below. Click a column heading to sort.

Report
IBMIBM Purchase$1,001 - $15,000 · Spouse May 3, 2021 Apr 30, 3031date after report — Filing
DISThe Walt Disney Company Sale (full)$1,001 - $15,000 Oct 27, 2026 Oct 28, 2026date after report — Filing
AMZNAmazon Sale (full)$15,001 - $50,000 Oct 27, 2026 Oct 27, 2026 ▼ 0.4%+1.6 pts vs S&P Filing
MCDMcDonald's Sale (full)$1,001 - $15,000 · Spouse Oct 27, 2026 Oct 27, 2026 ▲ 5.2%+7.2 pts vs S&P Filing
HDThe Home Depot Sale (full)$1,001 - $15,000 Oct 27, 2026 Oct 22, 2026 ▲ 1.3%+2.5 pts vs S&P Filing
LOWLowe's Sale (full)$15,001 - $50,000 Oct 27, 2026 Oct 22, 2026 ▲ 4.2%+5.5 pts vs S&P Filing
PEPPepsiCo Sale (full)$1,001 - $15,000 Oct 27, 2026 Oct 21, 2026 ▲ 2.0%+4.5 pts vs S&P Filing
REZIResideo Technologies, Inc. Sale (full)$344.99 Oct 27, 2026 Oct 21, 2026 ▲ 10.2%+12.6 pts vs S&P Filing
SOLSSolstice Advanced Materials Inc. Sale (full)$1,001 - $15,000 Oct 27, 2026 Oct 21, 2026 ▼ 5.0%−2.5 pts vs S&P Filing
IBMIBM Sale (full)$1,001 - $15,000 Oct 27, 2026 Oct 20, 2026 ▲ 2.9%+4.8 pts vs S&P Filing
BRK.BBerkshire Hathaway Sale (full)$15,001 - $50,000 Oct 27, 2026 Oct 15, 2026 ▲ 6.0%+8.3 pts vs S&P Filing
CVXChevron Corporation Sale (full)$15,001 - $50,000 Oct 27, 2026 Oct 14, 2026 ▲ 1.6%+3.7 pts vs S&P Filing
XOMExxonMobil Sale (full)$1,001 - $15,000 Oct 27, 2026 Oct 14, 2026 ▲ 0.4%+2.4 pts vs S&P Filing
COSTCostco Sale (full)$100,001 - $250,000 Oct 27, 2026 Oct 13, 2026 ▲ 7.3%+10.3 pts vs S&P Filing
PGProcter & Gamble Sale (full)$1,001 - $15,000 Oct 27, 2026 Oct 8, 2026 ▲ 8.1%+10.7 pts vs S&P Filing
ABTAbbott Laboratories Sale (full)$50,001 - $100,000 · Spouse Oct 27, 2026 Oct 2, 2026 ▲ 12.7%+14.7 pts vs S&P Filing
GOOGLAlphabet Inc. (Class A) Sale (full)$100,001 - $250,000 · Spouse Oct 27, 2026 Oct 2, 2026 ▼ 18.8%−16.7 pts vs S&P Filing
AMZNAmazon Sale (full)$100,001 - $250,000 · Spouse Oct 27, 2026 Oct 2, 2026 ▲ 0.2%+2.2 pts vs S&P Filing
AAPLApple Inc. Sale (full)$250,001 - $500,000 · Spouse Oct 27, 2026 Oct 2, 2026 ▼ 0.8%+1.2 pts vs S&P Filing
CMGChipotle Mexican Grill Sale (full)$15,001 - $50,000 · Spouse Oct 27, 2026 Oct 2, 2026 ▲ 2.2%+4.2 pts vs S&P Filing
COSTCostco Sale (full)$250,001 - $500,000 · Spouse Oct 27, 2026 Oct 2, 2026 ▲ 11.2%+13.3 pts vs S&P Filing
MAMastercard Sale (full)$15,001 - $50,000 · Spouse Oct 27, 2026 Oct 2, 2026 ▲ 17.4%+19.4 pts vs S&P Filing
MCDMcDonald's Sale (full)$15,001 - $50,000 · Spouse Oct 27, 2026 Oct 2, 2026 ▲ 13.2%+15.2 pts vs S&P Filing
MSFTMicrosoft Corporation Sale (full)$250,001 - $500,000 · Spouse Oct 27, 2026 Oct 2, 2026 ▲ 0.9%+2.9 pts vs S&P Filing
NVDANVIDIA Corporation Sale (full)$15,001 - $50,000 · Spouse Oct 27, 2026 Oct 2, 2026 ▼ 11.6%−9.6 pts vs S&P Filing
SBUXStarbucks Sale (full)$15,001 - $50,000 · Spouse Oct 27, 2026 Oct 2, 2026 ▲ 10.1%+12.2 pts vs S&P Filing
TSLATesla, Inc. Sale (full)$15,001 - $50,000 · Spouse Oct 27, 2026 Oct 2, 2026 ▲ 7.2%+9.3 pts vs S&P Filing
TJXTJX Companies Sale (full)$15,001 - $50,000 · Spouse Oct 27, 2026 Oct 2, 2026 ▲ 3.4%+5.4 pts vs S&P Filing
TJXTJX Companies Sale (full)$15,001 - $50,000 · Spouse Oct 27, 2026 Oct 2, 2026 ▲ 3.4%+5.4 pts vs S&P Filing
VZVerizon Sale (full)$15,001 - $50,000 · Spouse Oct 27, 2026 Oct 2, 2026 ▼ 0.5%+1.6 pts vs S&P Filing
VVisa Inc. Sale (full)$15,001 - $50,000 · Spouse Oct 27, 2026 Oct 2, 2026 ▲ 16.7%+18.7 pts vs S&P Filing
WMTWalmart Sale (full)$50,001 - $100,000 · Spouse Oct 27, 2026 Oct 2, 2026 ▲ 19.7%+21.7 pts vs S&P Filing
HONHoneywell Technologies Sale (full)$1,001 - $15,000 Oct 27, 2026 Oct 1, 2026 ▲ 4.6%+5.9 pts vs S&P Filing
AAPLApple Inc. Sale (full)$100,001 - $250,000 · Spouse Sep 22, 2026 Sep 22, 2026 ▼ 2.6%−0.1 pts vs S&P Filing
ABBVAbbVie Sale (full)$15,001 - $50,000 Sep 18, 2026 Sep 14, 2026 ▲ 9.7%+10.3 pts vs S&P Filing
GOOGLAlphabet Inc. (Class A) Sale (full)$15,001 - $50,000 Sep 18, 2026 Sep 14, 2026 ▼ 20.1%−19.5 pts vs S&P Filing
ARCCAres Capital Corp Sale (full)$1,001 - $15,000 · Spouse Jul 24, 2026 Jul 24, 2026 ▲ 3.8%+1.5 pts vs S&P Filing
VZVerizon Sale (full)$1,001 - $15,000 Mar 9, 2026 Mar 9, 2026 ▼ 6.5%−18.5 pts vs S&P Filing
DHRDanaher Corporation Sale (full)$50,001 - $100,000 · Spouse Jun 21, 2025 Jun 12, 2025 ▲ 13.3%−13.6 pts vs S&P Filing
JNJJohnson & Johnson Sale (full)$15,001 - $50,000 · Spouse Jun 21, 2025 Jun 12, 2025 ▲ 74.9%+47.9 pts vs S&P Filing
MSFTMicrosoft Corporation Purchase$1,001 - $15,000 · Spouse Dec 19, 2024 Dec 18, 2024 ▲ 21.0%−10.6 pts vs S&P Filing
NVDANVIDIA Corporation Purchase$1,001 - $15,000 · Spouse Nov 1, 2024 Nov 1, 2024 ▲ 53.1%+18.0 pts vs S&P Filing
NVDANVIDIA Corporation Purchase$1,001 - $15,000 · Spouse Sep 16, 2024 Sep 16, 2024 ▲ 77.5%+40.1 pts vs S&P Filing
MOAltria Sale (full)$1,001 - $15,000 · Spouse Sep 12, 2024 Sep 10, 2024 ▲ 65.5%+24.4 pts vs S&P Filing
NVDANVIDIA Corporation Purchase$1,001 - $15,000 · Spouse Sep 12, 2024 Sep 10, 2024 ▲ 91.8%+50.8 pts vs S&P Filing
MSFTMicrosoft Corporation Purchase$1,001 - $15,000 · Spouse Sep 12, 2024 Sep 9, 2024 ▲ 30.7%−10.9 pts vs S&P Filing
NVSTEnvista Holdings Corp Sale (full)$1,001 - $15,000 · Spouse Jun 6, 2024 Jun 6, 2024 ▲ 34.3%−11.0 pts vs S&P Filing
NVDANVIDIA Corporation Sale (full)$50,001 - $100,000 · Spouse May 22, 2024 May 21, 2024 ▲ 117.4%+71.3 pts vs S&P Filing
GISGeneral Mills Sale (full)$1,001 - $15,000 Mar 7, 2024 Mar 20, 2024date after report — Filing
VVisa Inc. Purchase$1,001 - $15,000 · Spouse Mar 7, 2024 Feb 29, 2024 ▲ 51.7%−1.5 pts vs S&P Filing
AAPLApple Inc. Purchase$360.00 · Spouse Feb 29, 2024 Feb 29, 2024 ▲ 85.1%+31.9 pts vs S&P Filing
MSFTMicrosoft Corporation Purchase$1,001 - $15,000 · Spouse Feb 29, 2024 Feb 7, 2024 ▲ 28.8%−27.5 pts vs S&P Filing
COSTCostco Purchase$1,001 - $15,000 · Spouse Feb 29, 2024 Jan 31, 2024 ▲ 49.7%−11.6 pts vs S&P Filing
BABAAlibaba Group Holding Ltd Sale (full)$1,001 - $15,000 · Spouse Jan 24, 2024 Dec 28, 2023 — Filing
AMTAmerican Tower Sale (full)$1,001 - $15,000 · Spouse Jan 24, 2024 Dec 28, 2023 ▼ 5.1%−68.5 pts vs S&P Filing
CCICrown Castle Sale (full)$1,001 - $15,000 · Spouse Jan 24, 2024 Dec 28, 2023 ▼ 13.9%−77.3 pts vs S&P Filing
CCICrown Castle Sale (full)$1,001 - $15,000 Dec 28, 2023 Dec 28, 2023 ▼ 13.9%−77.3 pts vs S&P Filing
NVDANVIDIA Corporation Purchase$456.00 · Spouse Dec 26, 2023 Dec 6, 2023 ▲ 355.8%+283.8 pts vs S&P Filing
TAT&T Sale (full)$1,001 - $15,000 · Spouse Dec 26, 2023 Nov 29, 2023 ▲ 51.5%−20.5 pts vs S&P Filing
BNSBank Of Nova Scotia Sale (full)$1,001 - $15,000 Nov 7, 2023 Nov 2, 2023 — Filing
LOWLowe's Sale (full)$1,001 - $15,000 Nov 7, 2023 Nov 2, 2023 ▲ 16.4%−65.1 pts vs S&P Filing
AAPLApple Inc. Sale (full)$1,001 - $15,000 Nov 7, 2023 Nov 1, 2023 ▲ 92.8%+7.9 pts vs S&P Filing
ARCCAres Capital Corp Sale (full)$1,001 - $15,000 Nov 7, 2023 Nov 1, 2023 ▲ 31.4%−53.6 pts vs S&P Filing
MSFTMicrosoft Corporation Sale (full)$15,001 - $50,000 Nov 7, 2023 Nov 1, 2023 ▲ 54.4%−30.6 pts vs S&P Filing
CMGChipotle Mexican Grill Sale (full)$15,001 - $50,000 · Spouse Nov 7, 2023 Oct 31, 2023 ▼ 14.9%−101.8 pts vs S&P Filing
CMGChipotle Mexican Grill Sale (full)$1,001 - $15,000 · Spouse Nov 7, 2023 Oct 31, 2023 ▼ 14.9%−101.8 pts vs S&P Filing
CCICrown Castle Sale (full)$1,001 - $15,000 Nov 7, 2023 Oct 31, 2023 ▲ 9.0%−78.0 pts vs S&P Filing
VZVerizon Sale (full)$1,001 - $15,000 · Spouse Nov 7, 2023 Oct 31, 2023 ▲ 55.8%−31.2 pts vs S&P Filing
TAT&T Sale (full)$15,001 - $50,000 Nov 7, 2023 Oct 31, 2023 ▲ 60.4%−26.6 pts vs S&P Filing
LMTLockheed Martin Sale (full)$100,001 - $250,000 Nov 7, 2023 Oct 31, 2023 ▲ 52.9%−34.1 pts vs S&P Filing
MCDMcDonald's Sale (full)$100,001 - $250,000 Nov 7, 2023 Oct 31, 2023 ▲ 7.6%−79.4 pts vs S&P Filing
PGProcter & Gamble Sale (full)$100,001 - $250,000 Nov 7, 2023 Oct 31, 2023 ▲ 16.7%−70.3 pts vs S&P Filing
SNOWSnowflake Inc. Sale (full)$15,001 - $50,000 Nov 7, 2023 Oct 31, 2023 ▲ 103.3%+16.3 pts vs S&P Filing
ARCCAres Capital Corp Purchase$569.25 · Spouse Oct 13, 2023 Oct 6, 2023 ▲ 33.0%−49.0 pts vs S&P Filing
MSFTMicrosoft Corporation Purchase$1,001 - $15,000 · Spouse Sep 23, 2023 Sep 20, 2023 ▲ 66.6%−11.7 pts vs S&P Filing
NVDANVIDIA Corporation Purchase$1,001 - $15,000 · Spouse Sep 23, 2023 Sep 12, 2023 ▲ 362.2%+286.3 pts vs S&P Filing
AIC3.ai, Inc. Sale (full)$314.30 · Spouse Sep 5, 2023 Sep 5, 2023 ▼ 63.2%−137.9 pts vs S&P Filing
MAMastercard Sale (full)$1,001 - $15,000 · Spouse Sep 5, 2023 Aug 21, 2023 ▲ 67.8%−10.8 pts vs S&P Filing
KOThe Coca-Cola Company Sale (full)$1,001 - $15,000 · Spouse Sep 5, 2023 Aug 18, 2023 ▲ 71.1%−8.7 pts vs S&P Filing
IBMIBM Sale (full)$1,001 - $15,000 · Spouse Sep 5, 2023 Aug 18, 2023 ▲ 93.0%+13.3 pts vs S&P Filing
ARCCAres Capital Corp Purchase$155.92 · Spouse Aug 17, 2023 Aug 15, 2023 ▲ 33.6%−43.6 pts vs S&P Filing
KDKyndryl Holdings, Inc. Sale (full)$163.20 · Spouse Aug 17, 2023 Jul 28, 2023 ▼ 0.8%−72.5 pts vs S&P Filing
CRMSalesforce Sale (full)$1,001 - $15,000 · Spouse Jul 27, 2023 Jul 21, 2023 ▼ 0.7%−74.3 pts vs S&P Filing
ARCCAres Capital Corp Purchase$240.80 · Spouse Jul 15, 2023 Jul 14, 2023 ▲ 34.7%−40.0 pts vs S&P Filing
NVDANVIDIA Corporation Purchase$424.53 · Spouse Jun 26, 2023 Jun 23, 2023 ▲ 391.4%+310.3 pts vs S&P Filing
AMTAmerican Tower Sale (full)$1,001 - $15,000 · Spouse Jun 26, 2023 Jun 15, 2023 ▲ 8.0%−69.9 pts vs S&P Filing
LULULululemon Athletica Sale (full)$15,001 - $50,000 · Spouse Jun 26, 2023 Jun 15, 2023 ▼ 72.0%−150.0 pts vs S&P Filing
MDTMedtronic Sale (full)$15,001 - $50,000 · Spouse Jun 26, 2023 Jun 15, 2023 ▲ 25.6%−52.3 pts vs S&P Filing
VZVerizon Purchase$1,001 - $15,000 · Spouse Oct 10, 2022 Sep 27, 2022 ▲ 53.6%−64.9 pts vs S&P Filing
MCDMcDonald's Purchase$1,001 - $15,000 · Spouse Oct 10, 2022 Sep 21, 2022 ▲ 14.8%−95.6 pts vs S&P Filing
NVDANVIDIA Corporation Purchase$1,001 - $15,000 · Spouse Jul 9, 2022 Jul 8, 2022 ▲ 1210.7%+1105.5 pts vs S&P Filing
MSFTMicrosoft Corporation Purchase$1,001 - $15,000 · Spouse Apr 17, 2022 Apr 15, 2022 ▲ 93.2%+10.3 pts vs S&P Filing
NVDANVIDIA Corporation Purchase$1,001 - $15,000 · Spouse Apr 14, 2022 Mar 22, 2022 ▲ 682.8%+604.7 pts vs S&P Filing
AAPLApple Inc. Purchase$1,001 - $15,000 Feb 18, 2022 Feb 23, 2022date after report — Filing
MSFTMicrosoft Corporation Purchase$1,001 - $15,000 Feb 18, 2022 Feb 23, 2022date after report — Filing
BNSBank Of Nova Scotia Purchase$1,001 - $15,000 Feb 11, 2022 Feb 4, 2022 — Filing
DDominion Energy Sale (full)$1,001 - $15,000 Feb 11, 2022 Jan 31, 2022 ▲ 2.6%−75.9 pts vs S&P Filing
CARRCarrier Global Sale (full)$1,001 - $15,000 Feb 11, 2022 Jan 19, 2022 ▲ 21.5%−56.4 pts vs S&P Filing
DTEDTE Energy Sale (full)$1,001 - $15,000 Feb 11, 2022 Jan 19, 2022 ▲ 32.5%−45.4 pts vs S&P Filing
NEENextEra Energy Sale (full)$15,001 - $50,000 Feb 11, 2022 Jan 19, 2022 ▲ 15.9%−62.0 pts vs S&P Filing
PGProcter & Gamble Sale (full)$15,001 - $50,000 Feb 11, 2022 Jan 19, 2022 ▲ 13.6%−64.3 pts vs S&P Filing
AEEAmeren Sale (full)$1,001 - $15,000 Feb 11, 2022 Jan 18, 2022 ▲ 44.7%−31.3 pts vs S&P Filing
BNSBank Of Nova Scotia Sale (full)$1,001 - $15,000 Feb 11, 2022 Jan 18, 2022 — Filing
CMCSAComcast Sale (full)$1,001 - $15,000 Feb 11, 2022 Jan 18, 2022 ▼ 40.4%−116.4 pts vs S&P Filing
DTMDT Midstream, Inc. Sale (full)$1,001 - $15,000 Feb 11, 2022 Jan 18, 2022 ▲ 188.8%+112.9 pts vs S&P Filing
EIXEdison International Sale (full)$1,001 - $15,000 Feb 11, 2022 Jan 18, 2022 ▲ 17.0%−59.0 pts vs S&P Filing
EPDEnterprise Products Partners L.p. Sale (full)$1,001 - $15,000 Feb 11, 2022 Jan 18, 2022 ▲ 121.4%+45.5 pts vs S&P Filing
JNJJohnson & Johnson Sale (full)$15,001 - $50,000 Feb 11, 2022 Jan 18, 2022 ▲ 81.8%+5.8 pts vs S&P Filing
MDLZMondelez International Sale (full)$1,001 - $15,000 Feb 11, 2022 Jan 18, 2022 ▲ 10.5%−65.5 pts vs S&P Filing
OTISOtis Worldwide Sale (full)$1,001 - $15,000 Feb 11, 2022 Jan 18, 2022 ▼ 0.7%−76.6 pts vs S&P Filing
TDCTeradata Corp Sale (full)$1,001 - $15,000 Feb 11, 2022 Jan 18, 2022 ▼ 20.7%−96.7 pts vs S&P Filing
WESWestern Midstream Partners, LP Sale (full)$1,001 - $15,000 Feb 11, 2022 Jan 18, 2022 — Filing
COSTCostco Sale (partial)$1,001 - $15,000 Feb 11, 2022 Nov 16, 2021 ▲ 104.8%+33.0 pts vs S&P Filing
TSMTaiwan Semiconductor Manufacturing Co LTD Sale (full)$1,001 - $15,000 Feb 11, 2022 Nov 16, 2021 — Filing
KRKroger Sale (full)$1,001 - $15,000 Feb 11, 2022 Nov 8, 2021 ▲ 79.6%+7.6 pts vs S&P Filing
AAPLApple Inc. Sale (full)$100,001 - $250,000 Oct 17, 2021 Sep 10, 2021 ▲ 127.8%+46.2 pts vs S&P Filing
JPMJPMorgan Chase Sale (full)$100,001 - $250,000 Oct 17, 2021 Sep 10, 2021 ▲ 143.8%+62.2 pts vs S&P Filing
MSFTMicrosoft Corporation Purchase$1,001 - $15,000 Feb 11, 2022 Sep 8, 2021 ▲ 81.2%+1.9 pts vs S&P Filing
MSFTMicrosoft Corporation Purchase$1,001 - $15,000 Feb 11, 2022 Aug 19, 2021 ▲ 83.3%−0.5 pts vs S&P Filing
AMZNAmazon Purchase$1,001 - $15,000 Oct 17, 2021 Aug 18, 2021 ▲ 57.4%−26.7 pts vs S&P Filing
NVDANVIDIA Corporation Purchase$1,001 - $15,000 · Spouse Aug 15, 2021 Aug 2, 2021 ▲ 951.8%+867.0 pts vs S&P Filing
KRKroger Purchase$1,001 - $15,000 Aug 15, 2021 Jul 13, 2021 ▲ 97.7%+12.0 pts vs S&P Filing
BNSBank Of Nova Scotia Purchase$1,001 - $15,000 Jul 9, 2021 Jun 30, 2021 — Filing
BABAAlibaba Group Holding Ltd Purchase$1,001 - $15,000 · Spouse Jul 9, 2021 May 24, 2021 — Filing
MOAltria Purchase$1,001 - $15,000 · Spouse Jul 9, 2021 May 19, 2021 ▲ 135.8%+38.3 pts vs S&P Filing
TAT&T Purchase$1,001 - $15,000 · Spouse Jul 9, 2021 May 19, 2021 ▲ 36.1%−61.4 pts vs S&P Filing
AMZNAmazon Purchase$15,001 - $50,000 Jul 9, 2021 May 5, 2021 ▲ 54.1%−41.1 pts vs S&P Filing
CCICrown Castle Purchase$1,001 - $15,000 · Spouse Jul 9, 2021 May 5, 2021 ▼ 38.9%−134.0 pts vs S&P Filing
CCICrown Castle Purchase$1,001 - $15,000 Jul 9, 2021 May 4, 2021 ▼ 39.1%−134.3 pts vs S&P Filing
CCICrown Castle Purchase$1,001 - $15,000 · Spouse Jul 9, 2021 May 4, 2021 ▼ 39.1%−134.3 pts vs S&P Filing
NVDANVIDIA Corporation Purchase$1,001 - $15,000 · Spouse Jul 9, 2021 May 4, 2021 ▲ 1347.8%+1252.6 pts vs S&P Filing
CCICrown Castle Purchase$1,001 - $15,000 · Spouse May 5, 2021 May 4, 2021 ▼ 39.1%−134.3 pts vs S&P Filing
NVDANVIDIA Corporation Purchase$1,001 - $15,000 · Spouse May 5, 2021 May 4, 2021 ▲ 1347.8%+1252.6 pts vs S&P Filing
AMZNAmazon Purchase$15,001 - $50,000 May 5, 2021 May 4, 2021 ▲ 52.2%−43.1 pts vs S&P Filing
CCICrown Castle Purchase$1,001 - $15,000 May 3, 2021 May 3, 2021 ▼ 40.3%−134.4 pts vs S&P Filing
MSFTMicrosoft Corporation Purchase$1,001 - $15,000 May 3, 2021 May 3, 2021 ▲ 116.9%+22.9 pts vs S&P Filing
LOWLowe's Purchase$1,001 - $15,000 May 3, 2021 Apr 26, 2021 ▲ 19.0%−75.3 pts vs S&P Filing
ARCCAres Capital Corp Purchase$1,001 - $15,000 May 3, 2021 Apr 20, 2021 ▲ 64.2%−32.6 pts vs S&P Filing
TAT&T Purchase$1,001 - $15,000 May 3, 2021 Apr 20, 2021 ▲ 31.8%−65.1 pts vs S&P Filing
AIC3.ai, Inc. Purchase$1,001 - $15,000 May 3, 2021 Apr 19, 2021 ▼ 81.4%−176.8 pts vs S&P Filing
KOThe Coca-Cola Company Purchase$1,001 - $15,000 · Spouse May 3, 2021 Apr 19, 2021 ▲ 106.5%+11.1 pts vs S&P Filing
CRMSalesforce Purchase$1,001 - $15,000 · Spouse May 3, 2021 Apr 19, 2021 ▼ 1.8%−97.2 pts vs S&P Filing
LOWLowe's Purchase$1,001 - $15,000 May 3, 2021 Apr 14, 2021 ▲ 18.0%−79.2 pts vs S&P Filing
AMTAmerican Tower Purchase$1,001 - $15,000 · Spouse May 3, 2021 Apr 12, 2021 ▼ 8.1%−105.3 pts vs S&P Filing
TSMTaiwan Semiconductor Manufacturing Co LTD Purchase$1,001 - $15,000 · Spouse May 3, 2021 Mar 10, 2021 — Filing
LOWLowe's Purchase$1,001 - $15,000 May 3, 2021 Feb 9, 2021 ▲ 33.7%−74.9 pts vs S&P Filing
NIONIO Inc. Purchase$1,001 - $15,000 · Spouse May 3, 2021 Jan 20, 2021 — Filing
AMZNAmazon Purchase$1,001 - $15,000 Dec 21, 2018 Dec 20, 2018 ▲ 245.0%+1.1 pts vs S&P Filing
AMZNAmazon Purchase$1,001 - $15,000 Dec 21, 2018 Dec 20, 2018 ▲ 245.0%+1.1 pts vs S&P Filing
QCOMQualcomm Sale (partial)$15,001 - $50,000 Dec 21, 2018 Dec 11, 2018 ▲ 244.9%+23.1 pts vs S&P Filing
GTXGarrett Motion Inc. Sale (full)$288.21 Dec 21, 2018 Oct 31, 2018 ▲ 41.9%−172.2 pts vs S&P Filing
REZIResideo Technologies, Inc. Sale (full)$639.67 Dec 21, 2018 Oct 31, 2018 ▲ 31.5%−182.6 pts vs S&P Filing
AMZNAmazon Purchase$1,001 - $15,000 Dec 21, 2018 Oct 24, 2018 ▲ 202.8%−17.5 pts vs S&P Filing
MPCMarathon Petroleum Purchase$15,001 - $50,000 Dec 21, 2018 Sep 28, 2018 ▲ 583.7%+391.4 pts vs S&P Filing
OXYOccidental Petroleum Sale (full)$15,001 - $50,000 Dec 21, 2018 Sep 28, 2018 ▼ 11.8%−204.2 pts vs S&P Filing
COSTCostco Sale (full)$15,001 - $50,000 Dec 21, 2018 Sep 27, 2018 ▲ 386.6%+194.3 pts vs S&P Filing
PEPPepsiCo Purchase$1,001 - $15,000 Dec 21, 2018 Aug 8, 2018 ▲ 56.8%−142.3 pts vs S&P Filing
DLTRDollar Tree Purchase$1,001 - $15,000 Dec 21, 2018 Aug 3, 2018 ▲ 48.5%−152.6 pts vs S&P Filing
CMECME Group Purchase$15,001 - $50,000 Dec 21, 2018 Aug 2, 2018 ▲ 154.9%−47.4 pts vs S&P Filing
ACNAccenture Purchase$1,001 - $15,000 Dec 21, 2018 Aug 1, 2018 ▲ 82.7%−121.3 pts vs S&P Filing
TJXTJX Companies Sale (full)$1,001 - $15,000 Dec 21, 2018 Aug 1, 2018 ▲ 217.9%+13.9 pts vs S&P Filing
AMZNAmazon Purchase$15,001 - $50,000 Dec 21, 2018 Jul 27, 2018 ▲ 177.3%−26.1 pts vs S&P Filing
MDTMedtronic Purchase$1,001 - $15,000 Dec 21, 2018 Jul 18, 2018 ▲ 40.6%−163.2 pts vs S&P Filing
MKCMcCormick & Company Purchase$1,001 - $15,000 Dec 21, 2018 Jul 5, 2018 ▼ 3.5%−216.2 pts vs S&P Filing
PPLPPL Corporation Sale (full)$15,001 - $50,000 Dec 21, 2018 Jun 21, 2018 ▲ 82.1%−129.2 pts vs S&P Filing
AMZNAmazon Purchase$1,001 - $15,000 · Spouse Dec 21, 2018 Jun 7, 2018 ▲ 198.3%−10.9 pts vs S&P Filing
GSGoldman Sachs Purchase$15,001 - $50,000 · Spouse Dec 21, 2018 Jun 7, 2018 ▲ 361.2%+152.0 pts vs S&P Filing
LLYLilly (Eli) Sale (full)$1,001 - $15,000 Dec 21, 2018 Jun 1, 2018 ▲ 1751.5%+1538.1 pts vs S&P Filing
MAMastercard Sale (full)$1,001 - $15,000 Dec 21, 2018 Jun 1, 2018 ▲ 247.6%+34.1 pts vs S&P Filing
QCOMQualcomm Sale (full)$1,001 - $15,000 Dec 21, 2018 Jun 1, 2018 ▲ 244.3%+30.8 pts vs S&P Filing
ROPRoper Technologies Sale (full)$1,001 - $15,000 Dec 21, 2018 Jun 1, 2018 ▲ 79.5%−134.0 pts vs S&P Filing
HONHoneywell Technologies Purchase$1,001 - $15,000 · Spouse Jun 4, 2018 Jun 1, 2018 ▲ 86.3%−127.2 pts vs S&P Filing
PAYXPaychex Sale (full)$15,001 - $50,000 · Spouse Jun 1, 2018 May 31, 2018 ▲ 130.6%−85.9 pts vs S&P Filing
GOOGLAlphabet Inc. (Class A) Purchase$1,001 - $15,000 · Spouse May 19, 2018 May 18, 2018 ▲ 426.8%+210.7 pts vs S&P Filing
ABTAbbott Laboratories Purchase$1,001 - $15,000 · Spouse May 5, 2018 May 2, 2018 ▲ 120.5%−105.3 pts vs S&P Filing
FITBFifth Third Bancorp Sale (full)$15,001 - $50,000 · Spouse Apr 26, 2018 Apr 25, 2018 ▲ 121.7%−103.6 pts vs S&P Filing
CVSCVS Health Sale (full)$1,001 - $15,000 · Spouse Apr 4, 2018 Apr 3, 2018 ▲ 93.4%−135.5 pts vs S&P Filing
MDTMedtronic Purchase$15,001 - $50,000 · Spouse Mar 23, 2018 Mar 22, 2018 ▲ 59.3%−166.0 pts vs S&P Filing
MCDMcDonald's Purchase$1,001 - $15,000 · Spouse Mar 3, 2018 Mar 3, 2018 ▲ 112.4%−104.0 pts vs S&P Filing
BACBank of America Purchase$15,001 - $50,000 · Spouse Feb 23, 2018 Feb 22, 2018 ▲ 91.4%−127.0 pts vs S&P Filing
GEGE Aerospace Sale (full)$1,001 - $15,000 · Spouse Feb 13, 2018 Feb 12, 2018 ▲ 380.6%+156.1 pts vs S&P Filing
WYNNWynn Resorts Sale (full)$1,001 - $15,000 · Spouse Feb 26, 2018 Feb 8, 2018 ▼ 49.6%−283.8 pts vs S&P Filing
BACBank of America Purchase$15,001 - $50,000 · Spouse Feb 9, 2018 Feb 8, 2018 ▲ 104.0%−130.2 pts vs S&P Filing
CFCF Industries Sale (full)$15,001 - $50,000 · Spouse Feb 6, 2018 Feb 5, 2018 ▲ 282.3%+56.1 pts vs S&P Filing
HONHoneywell Technologies Purchase$15,001 - $50,000 · Spouse Feb 6, 2018 Jan 31, 2018 ▲ 76.9%−128.6 pts vs S&P Filing
WMTWalmart Purchase$1,001 - $15,000 · Spouse Feb 26, 2018 Jan 26, 2018 ▲ 295.1%+94.6 pts vs S&P Filing
WYNNWynn Resorts Purchase$1,001 - $15,000 · Spouse Feb 26, 2018 Jan 26, 2018 ▼ 52.6%−253.1 pts vs S&P Filing
TMUST-Mobile US Sale (full)$1,001 - $15,000 · Spouse Jan 9, 2018 Jan 9, 2018 ▲ 148.1%−65.6 pts vs S&P Filing
DHRDanaher Corporation Purchase$15,001 - $50,000 · Spouse Jan 5, 2018 Jan 4, 2018 ▲ 187.8%−29.2 pts vs S&P Filing
NVDANVIDIA Corporation Purchase$1,001 - $15,000 · Spouse Dec 30, 2017 Dec 29, 2017 ▲ 4232.7%+4010.0 pts vs S&P Filing
CHKPCheck Point Software Technologies LTD Sale (full)$15,001 - $50,000 · Spouse Dec 9, 2017 Dec 7, 2017 ▲ 37.3%−190.5 pts vs S&P Filing
MSFTMicrosoft Corporation Purchase$1,001 - $15,000 · Spouse Apr 26, 2018 Dec 1, 2017 ▲ 578.0%+350.8 pts vs S&P Filing
MSFTMicrosoft Corporation Purchase$1,001 - $15,000 Dec 1, 2017 Dec 1, 2017 ▲ 578.0%+350.8 pts vs S&P Filing
MSFTMicrosoft Corporation Sale (full)$1,001 - $15,000 · Spouse Nov 28, 2017 Nov 27, 2017 ▲ 581.2%+348.6 pts vs S&P Filing
TJXTJX Companies Purchase$15,001 - $50,000 · Spouse Nov 28, 2017 Nov 22, 2017 ▲ 338.2%+105.0 pts vs S&P Filing
VZVerizon Purchase$1,001 - $15,000 · Spouse Nov 16, 2017 Nov 16, 2017 ▲ 64.9%−169.8 pts vs S&P Filing
GSKGSK plc Purchase$1,001 - $15,000 · Spouse Oct 25, 2017 Oct 25, 2017 — Filing
AMTAmerican Tower Purchase$1,001 - $15,000 · Spouse Oct 8, 2017 Oct 6, 2017 ▲ 70.8%−169.4 pts vs S&P Filing
GOOGLAlphabet Inc. (Class A) Sale (full)$1,001 - $15,000 · Spouse Sep 29, 2017 Sep 29, 2017 ▲ 478.7%+234.2 pts vs S&P Filing
SBUXStarbucks Purchase$15,001 - $50,000 · Spouse Sep 29, 2017 Sep 22, 2017 ▲ 130.8%−116.2 pts vs S&P Filing
COSTCostco Sale (full)$1,001 - $15,000 · Spouse Sep 19, 2017 Sep 18, 2017 ▲ 615.5%+369.0 pts vs S&P Filing
VZVerizon Sale (full)$1,001 - $15,000 · Spouse Sep 18, 2017 Sep 15, 2017 ▲ 56.1%−191.2 pts vs S&P Filing
DLRDigital Realty Purchase$1,001 - $15,000 · Spouse Sep 18, 2017 Sep 14, 2017 ▲ 101.0%−146.8 pts vs S&P Filing
GSKGSK plc Sale (full)$1,001 - $15,000 · Spouse Aug 31, 2017 Aug 31, 2017 — Filing
CMGChipotle Mexican Grill Sale (full)$1,001 - $15,000 · Spouse Aug 28, 2017 Aug 23, 2017 ▲ 456.6%+200.9 pts vs S&P Filing
MAMastercard Purchase$1,001 - $15,000 · Spouse Aug 28, 2017 Aug 18, 2017 ▲ 420.1%+161.8 pts vs S&P Filing
VVisa Inc. Purchase$1,001 - $15,000 · Spouse Aug 28, 2017 Aug 18, 2017 ▲ 337.3%+79.0 pts vs S&P Filing
JNJJohnson & Johnson Sale (full)$50,001 - $100,000 Aug 7, 2017 Aug 10, 2017date after report — Filing
GOOGLAlphabet Inc. (Class A) Purchase$1,001 - $15,000 Jul 28, 2017 Jul 27, 2017 ▲ 491.6%+239.7 pts vs S&P Filing
KOThe Coca-Cola Company Purchase$1,001 - $15,000 · Spouse Jul 27, 2017 Jul 26, 2017 ▲ 175.8%−75.8 pts vs S&P Filing
SONSonoco Products Co Sale (full)$1,001 - $15,000 · Spouse Jul 20, 2017 Jul 19, 2017 ▲ 26.7%−225.4 pts vs S&P Filing
GEGE Aerospace Sale (full)$50,001 - $100,000 Aug 7, 2017 Jul 10, 2017 ▲ 178.1%−80.7 pts vs S&P Filing
VZVerizon Purchase$1,001 - $15,000 · Spouse Jun 28, 2017 Jun 30, 2017date after report — Filing
COSTCostco Purchase$1,001 - $15,000 · Spouse Jun 30, 2017 Jun 29, 2017 ▲ 627.9%+367.6 pts vs S&P Filing
VZVerizon Purchase$1,001 - $15,000 · Spouse Jun 28, 2017 Jun 27, 2017 ▲ 68.8%−191.6 pts vs S&P Filing
COSTCostco Purchase$1,001 - $15,000 · Spouse Jun 20, 2017 Jun 19, 2017 ▲ 602.9%+347.4 pts vs S&P Filing
MSFTMicrosoft Corporation Purchase$1,001 - $15,000 · Spouse Jun 12, 2017 Jun 8, 2017 ▲ 702.3%+443.8 pts vs S&P Filing
GEGE Aerospace Purchase$1,001 - $15,000 · Spouse Jun 7, 2017 Jun 7, 2017 ▲ 163.9%−94.8 pts vs S&P Filing
MSFTMicrosoft Corporation Purchase$1,001 - $15,000 · Spouse May 18, 2017 May 22, 2017date after report — Filing
TMUST-Mobile US Purchase$1,001 - $15,000 · Spouse May 17, 2017 May 22, 2017date after report — Filing
MSFTMicrosoft Corporation Purchase$1,001 - $15,000 · Spouse May 22, 2017 May 18, 2017 ▲ 752.5%+483.4 pts vs S&P Filing
PAYXPaychex Purchase$15,001 - $50,000 · Spouse May 22, 2017 May 15, 2017 ▲ 171.2%−92.6 pts vs S&P Filing
METAMeta Platforms Purchase$50,001 - $100,000 Jun 5, 2017 May 12, 2017 ▲ 315.8%+50.1 pts vs S&P Filing
LMTLockheed Martin Purchase$50,001 - $100,000 Jun 5, 2017 May 12, 2017 ▲ 203.8%−61.9 pts vs S&P Filing
PGProcter & Gamble Purchase$50,001 - $100,000 Jun 5, 2017 May 12, 2017 ▲ 142.4%−123.4 pts vs S&P Filing
NLYAnnaly Capital Management Inc Sale (full)$100,001 - $250,000 May 19, 2017 May 1, 2017 ▲ 27.7%−238.5 pts vs S&P Filing
AXPAmerican Express Purchase$1,001 - $15,000 · Spouse May 3, 2017 May 1, 2017 ▲ 365.8%+99.6 pts vs S&P Filing
VZVerizon Purchase$1,001 - $15,000 · Spouse May 2, 2017 May 1, 2017 ▲ 65.0%−201.2 pts vs S&P Filing
AXPAmerican Express Purchase$1,001 - $15,000 · Spouse May 1, 2017 May 1, 2017 ▲ 365.8%+99.6 pts vs S&P Filing
PNCPNC Financial Services Purchase$15,001 - $50,000 · Spouse Jun 19, 2017 Apr 27, 2017 ▲ 161.2%−105.1 pts vs S&P Filing
MAMastercard Purchase$1,001 - $15,000 · Spouse Apr 27, 2017 Apr 25, 2017 ▲ 488.5%+222.1 pts vs S&P Filing
SONSonoco Products Co Purchase$1,001 - $15,000 · Spouse Apr 7, 2017 Apr 11, 2017date after report — Filing
CSXCSX Corporation Purchase$1,001 - $15,000 · Spouse Apr 6, 2017 Apr 10, 2017date after report — Filing
PAAPlains ALL American Pipeline LP Sale (full)$1,001 - $15,000 · Spouse Apr 6, 2017 Apr 10, 2017date after report — Filing
SBACSBA Communications Purchase$1,001 - $15,000 · Spouse Apr 6, 2017 Apr 10, 2017date after report — Filing
APDAir Products Sale (full)$15,001 - $50,000 · Spouse Mar 27, 2017 Mar 24, 2017 ▲ 195.1%−78.6 pts vs S&P Filing
AMZNAmazon Purchase$1,001 - $15,000 · Spouse Mar 23, 2017 Mar 22, 2017 ▲ 494.3%+221.2 pts vs S&P Filing
AMZNAmazon Purchase$1,001 - $15,000 · Spouse Mar 22, 2017 Mar 22, 2017 ▲ 494.3%+221.2 pts vs S&P Filing
GOOGLAlphabet Inc. (Class A) Purchase$1,001 - $15,000 · Spouse Mar 15, 2017 Mar 8, 2017 ▲ 560.1%+289.0 pts vs S&P Filing
CFCF Industries Purchase$1,001 - $15,000 · Spouse Mar 8, 2017 Mar 7, 2017 ▲ 397.7%+127.4 pts vs S&P Filing
CMGChipotle Mexican Grill Purchase$1,001 - $15,000 · Spouse Mar 8, 2017 Mar 7, 2017 ▲ 308.4%+38.0 pts vs S&P Filing
AXPAmerican Express Purchase$1,001 - $15,000 · Spouse Mar 1, 2017 Feb 28, 2017 ▲ 362.8%+91.6 pts vs S&P Filing
AXPAmerican Express Purchase$1,001 - $15,000 · Spouse Feb 28, 2017 Feb 28, 2017 ▲ 362.8%+91.6 pts vs S&P Filing
NVDANVIDIA Corporation Purchase$1,001 - $15,000 · Spouse Feb 21, 2017 Feb 17, 2017 ▲ 7748.8%+7475.4 pts vs S&P Filing
ITWIllinois Tool Works Purchase$1,001 - $15,000 Feb 1, 2017 Feb 1, 2017 ▲ 184.3%−101.3 pts vs S&P Filing
ITWIllinois Tool Works Purchase$1,001 - $15,000 · Spouse Feb 1, 2017 Feb 1, 2017 ▲ 184.3%−101.3 pts vs S&P Filing
WMTWalmart Purchase$1,001 - $15,000 · Spouse Jan 30, 2017 Jan 27, 2017 ▲ 569.0%+285.6 pts vs S&P Filing
GEGE Aerospace Purchase$15,001 - $50,000 · Spouse Jan 17, 2017 Jan 13, 2017 ▲ 134.8%−151.9 pts vs S&P Filing
OXYOccidental Petroleum Purchase$15,001 - $50,000 · Spouse Jan 9, 2017 Jan 6, 2017 ▲ 10.3%−276.0 pts vs S&P Filing
SLBSchlumberger Purchase$1,001 - $15,000 · Spouse Jan 9, 2017 Jan 6, 2017 ▼ 20.4%−306.7 pts vs S&P Filing
TAT&T Purchase$50,001 - $100,000 Jan 23, 2017 Jan 4, 2017 ▲ 31.5%−255.9 pts vs S&P Filing
BABoeing Purchase$50,001 - $100,000 Jan 23, 2017 Jan 4, 2017 ▲ 18.1%−269.3 pts vs S&P Filing
JPMJPMorgan Chase Purchase$15,001 - $50,000 Jan 23, 2017 Jan 4, 2017 ▲ 400.1%+112.7 pts vs S&P Filing
MCDMcDonald's Purchase$50,001 - $100,000 Jan 23, 2017 Jan 4, 2017 ▲ 177.1%−110.3 pts vs S&P Filing
DEDeere & Company Sale (full)$15,001 - $50,000 · Spouse Jan 2, 2017 Dec 30, 2016 ▲ 650.7%+358.0 pts vs S&P Filing
TRNTrinity Industries Inc Sale (full)$15,001 - $50,000 Jan 9, 2017 Dec 29, 2016 ▲ 107.3%−183.9 pts vs S&P Filing
WMTWalmart Purchase$1,001 - $15,000 · Spouse Dec 23, 2016 Dec 21, 2016 ▲ 516.6%+227.8 pts vs S&P Filing
GSKGSK plc Purchase$1,001 - $15,000 · Spouse May 1, 2017 Dec 1, 2016 — Filing
OMCOmnicom Group Sale (full)$1,001 - $15,000 · Spouse Nov 9, 2016 Nov 7, 2016 ▲ 45.7%−268.6 pts vs S&P Filing
MCDMcDonald's Purchase$1,001 - $15,000 · Spouse Nov 9, 2016 Oct 28, 2016 ▲ 197.6%−117.8 pts vs S&P Filing
COKECoca-cola Consolidated, Inc. Purchase$1,001 - $15,000 · Spouse May 1, 2017 Oct 27, 2016 ▲ 1489.5%+1175.3 pts vs S&P Filing
VZVerizon Purchase$1,001 - $15,000 · Spouse May 1, 2017 Oct 20, 2016 ▲ 57.5%−255.3 pts vs S&P Filing
COSTCostco Purchase$1,001 - $15,000 · Spouse Oct 31, 2016 Oct 6, 2016 ▲ 711.0%+401.8 pts vs S&P Filing
COSTCostco Purchase$1,001 - $15,000 · Spouse May 1, 2017 Oct 4, 2016 ▲ 705.6%+394.3 pts vs S&P Filing
COSTCostco Purchase$1,001 - $15,000 · Spouse Oct 4, 2016 Oct 3, 2016 ▲ 702.7%+393.5 pts vs S&P Filing
KEYKeyCorp Sale (full)$1,001 - $15,000 · Spouse Oct 4, 2016 Jul 27, 2016 ▲ 178.9%−130.9 pts vs S&P Filing
CFCF Industries Purchase$1,001 - $15,000 · Spouse Jul 25, 2016 Jul 22, 2016 ▲ 517.4%+208.9 pts vs S&P Filing
MAMastercard Purchase$15,001 - $50,000 · Spouse Jul 5, 2016 Jul 1, 2016 ▲ 675.4%+352.6 pts vs S&P Filing
CHKPCheck Point Software Technologies LTD Sale (full)$1,001 - $15,000 · Spouse Jul 5, 2016 Jun 14, 2016 ▲ 68.5%−260.2 pts vs S&P Filing
MSFTMicrosoft Corporation Sale (full)$15,001 - $50,000 · Spouse Jul 5, 2016 Jun 10, 2016 ▲ 1049.4%+724.7 pts vs S&P Filing
CMGChipotle Mexican Grill Purchase$1,001 - $15,000 · Spouse Jul 5, 2016 Jun 7, 2016 ▲ 281.5%−39.9 pts vs S&P Filing
PEPPepsiCo Sale (full)$1,001 - $15,000 · Spouse Jul 5, 2016 Jun 6, 2016 ▲ 83.7%−238.4 pts vs S&P Filing
CMGChipotle Mexican Grill Purchase$1,001 - $15,000 · Spouse May 27, 2016 May 24, 2016 ▲ 261.6%−67.6 pts vs S&P Filing
VZVerizon Purchase$1,001 - $15,000 · Spouse May 27, 2016 May 19, 2016 ▲ 59.3%−277.5 pts vs S&P Filing
DLTRDollar Tree Purchase$15,001 - $50,000 · Spouse May 18, 2016 May 17, 2016 ▲ 73.0%−262.5 pts vs S&P Filing
CFCF Industries Purchase$15,001 - $50,000 · Spouse May 18, 2016 May 12, 2016 ▲ 458.2%+126.4 pts vs S&P Filing
IVZInvesco Sale (full)$1,001 - $15,000 · Spouse May 1, 2017 May 11, 2016 ▲ 53.2%−278.8 pts vs S&P Filing
BCEBCE Inc Sale (full)$15,001 - $50,000 · Spouse May 18, 2016 Apr 12, 2016 — Filing
CVSCVS Health Sale (full)$15,001 - $50,000 · Spouse May 18, 2016 Nov 19, 2015 ▲ 37.5%−295.0 pts vs S&P Filing
CMGChipotle Mexican Grill Purchase$1,001 - $15,000 · Spouse May 18, 2016 Nov 3, 2015 ▲ 165.3%−162.1 pts vs S&P Filing
IVZInvesco Purchase$1,001 - $15,000 · Spouse May 18, 2016 Oct 8, 2015 — Filing
PPLPPL Corporation Purchase$1,001 - $15,000 · Spouse May 18, 2016 Sep 10, 2015 — Filing
AMGAffiliated Managers Group, Inc. Purchase$15,001 - $50,000 · Spouse May 18, 2016 Sep 4, 2015 — Filing
COSTCostco Purchase$1,001 - $15,000 · Spouse May 18, 2016 Aug 27, 2015 — Filing
CVXChevron Corporation Purchase$1,001 - $15,000 · Spouse May 18, 2016 Aug 26, 2015 — Filing
TLNTalen Energy Corp Sale (full)$258.00 · Spouse May 18, 2016 Aug 26, 2015 — Filing
CHKPCheck Point Software Technologies LTD Purchase$1,001 - $15,000 · Spouse May 18, 2016 Aug 25, 2015 — Filing
CVSCVS Health Purchase$15,001 - $50,000 · Spouse May 18, 2016 Aug 25, 2015 — Filing
CHKPCheck Point Software Technologies LTD Purchase$15,001 - $50,000 · Spouse May 18, 2016 Aug 21, 2015 — Filing
BABoeing Sale (full)$1,001 - $15,000 · Spouse May 18, 2016 Aug 19, 2015 — Filing
MSFTMicrosoft Corporation Purchase$1,001 - $15,000 · Spouse May 18, 2016 Jul 30, 2015 — Filing
JNJJohnson & Johnson Purchase$15,001 - $50,000 · Spouse May 18, 2016 Jul 29, 2015 — Filing
ABTAbbott Laboratories Purchase$15,001 - $50,000 · Spouse May 18, 2016 Jul 27, 2015 — Filing
CVSCVS Health Purchase$1,001 - $15,000 · Spouse May 18, 2016 Jul 27, 2015 — Filing
DEDeere & Company Purchase$15,001 - $50,000 · Spouse May 18, 2016 Jul 27, 2015 — Filing
GWWW. W. Grainger Purchase$15,001 - $50,000 · Spouse May 18, 2016 Jul 27, 2015 — Filing
JNJJohnson & Johnson Purchase$1,001 - $15,000 · Spouse May 18, 2016 Jul 21, 2015 — Filing
APDAir Products Purchase$15,001 - $50,000 · Spouse May 10, 2018 Jul 15, 2015 — Filing
ADPAutomatic Data Processing Purchase$15,001 - $50,000 · Spouse May 18, 2016 Jul 15, 2015 — Filing
BCEBCE Inc Purchase$1,001 - $15,000 · Spouse May 18, 2016 Jul 13, 2015 — Filing

What happened to the stocks afterwards

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

AfterWindowAverage excessTypical (median)Beat the S&P 500TradesFrom the filing date
Purchases 30 days +0.7% +0.4% 53% 131 +1.1% (161)
Purchases 90 days +2.1% +1.6% 62% 131 +0.7% (161)
Sales 30 days +0.9% +0.4% 51% 109 +0.7% (92)
Sales 90 days +0.4% 0.0% 50% 88 +0.7% (89)

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