Richard L. Hanna: stock trades

Representative for NY (at large). Value ranges as filed, never exact figures.

Activity

Top sectors

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

Health Care21% of trades 27 trades: 18 purchases, 9 sales
Consumer Discretionary20% of trades 25 trades: 16 purchases, 9 sales
Industrials14% of trades 18 trades: 7 purchases, 11 sales
Technology13% of trades 16 trades: 10 purchases, 6 sales
Financials11% of trades 14 trades: 8 purchases, 6 sales
Consumer Staples10% of trades 13 trades: 8 purchases, 5 sales

Would copying Richard L. Hanna’s trades have beaten the S&P 500?

Copying Richard L. Hanna’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 16, 2015 into $40,420 by November 2, 2026, against $45,534 in the S&P 500: +12.6% a year against +13.8%, with a beta of 0.99. Selling each purchase after 6 months instead would have made +1.2% a year. Six months after each report, the average share purchase was −4.3% against the S&P 500 (median −6.8%), and 36% beat it, well within what luck alone would produce. Measured from the trade date instead, the member’s own timing, the average was −1.2%. Reports arrived a median of 31 days after the trade. 2 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.

Copying Richard L. HannaS&P 500, buy and hold $10,000 copying Richard L. Hanna’s disclosed holdings from January 16, 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.

Richard L. Hanna: 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	72	−2.3%	−1.9%	40%	-1.44	No reliable evidence
Purchases, 6 months after the report	72	−4.3%	−6.8%	36%	-1.61	No reliable evidence
Purchases, 3 months after the trade	72	+1.1%	+0.6%	56%	0.66	No reliable evidence
Purchases, 6 months after the trade	72	−1.2%	−4.0%	43%	-0.43	No reliable evidence
Sales, 6 months after the report	49	+3.8%	+2.5%	49%	0.94	No reliable evidence

Return a year, copying: +12.6%
S&P 500, same dates: +13.8%
Yearly swing (S&P 500): 19% (17%)
Sharpe ratio (S&P 500): 0.61 (0.70)
Biggest drop (S&P 500): −35% (−34%)
Market sensitivity (beta): 0.99

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

Richard L. Hanna: companies traded

SYNASynaptics Inc	8$162,008–$430,000	4$131,004–$365,000	Jan 16, 2015	Dec 28, 2016	—
PRGOPerrigo Co plc	9$234,009–$610,000	1$250,001–$500,000	Apr 26, 2016	Dec 5, 2017	▼ 79.0%−404.9 pts vs S&P
MARMarriott International	4$95,004–$250,000	1$100,001–$250,000	Feb 5, 2015	Jun 7, 2016	—
ALNYAlnylam Pharmaceuticals, Inc.	2$150,002–$350,000	2$101,002–$265,000	Oct 13, 2016	Dec 30, 2016	▲ 336.8%+23.4 pts vs S&P
GPROGopro, Inc.	2$101,002–$265,000	2$51,002–$115,000	May 14, 2015	Nov 9, 2016	—
GSGoldman Sachs	3$116,003–$315,000	1$100,001–$250,000	Feb 5, 2015	Jan 27, 2016	—
METAMeta Platforms	4$130,004–$300,000	0	May 6, 2015	Aug 21, 2015	—
AXPAmerican Express	1$50,001–$100,000	2$51,002–$115,000	Feb 20, 2015	Jan 27, 2016	—
BACBank of America	2$200,002–$500,000	1$100,001–$250,000	Jul 16, 2015	Dec 9, 2015	—
ETNEaton Corporation	1$1,001–$15,000	2$101,002–$265,000	Feb 11, 2015	Dec 28, 2016	—
GILDGilead Sciences	2$115,002–$300,000	1$100,001–$250,000	Mar 28, 2016	Nov 17, 2016	▲ 165.5%−172.3 pts vs S&P
GOOGLAlphabet Inc. (Class A)	3$150,003–$300,000	0	Feb 5, 2015	Jun 18, 2015	—
HAINHain Celestial Group Inc	3$17,003–$80,000	0	Nov 20, 2015	Aug 24, 2016	▼ 99.7%−429.5 pts vs S&P
HDThe Home Depot	3$151,003–$365,000	0	Jul 16, 2015	Oct 14, 2015	—
JACKJack IN The BOX Inc	2$2,002–$30,000	1$15,001–$50,000	May 20, 2015	Jul 18, 2016	—
PIIPolaris Inc.	2$115,002–$300,000	1$100,001–$250,000	Oct 14, 2015	Dec 17, 2015	—
AAPLApple Inc.	1$1,001–$15,000	1$15,001–$50,000	Jul 23, 2015	May 17, 2016	—
APAAPA Corporation	0	2$115,002–$300,000	Dec 15, 2014	Dec 28, 2016	—
BAXBaxter International	1$1,001–$15,000	1$15,001–$50,000	May 19, 2015	Dec 28, 2016	—
CAHCardinal Health	1$100,001–$250,000	1$100,001–$250,000	Oct 14, 2015	Nov 17, 2017	—
CHDChurch & Dwight	2$101,002–$265,000	0	Jan 21, 2016	Jan 27, 2016	▲ 221.0%−158.1 pts vs S&P
GMGeneral Motors	0	2$30,002–$100,000	Jun 19, 2015	Nov 20, 2015	—
HTZHertz Global Holdings, Inc	1$1,001–$15,000	1$1,001–$15,000	Mar 20, 2015	Sep 22, 2016	—
LVSLas Vegas Sands	1$1,001–$15,000	1$15,001–$50,000	Dec 11, 2014	Dec 28, 2016	—
NSCNorfolk Southern	1$50,001–$100,000	1$100,001–$250,000	Jun 18, 2015	Oct 1, 2015	—
PGProcter & Gamble	0	2$2,002–$30,000	Apr 9, 2015	Apr 13, 2015	—
TFXTeleflex Inc	0	2$16,002–$65,000	Sep 22, 2016	Dec 28, 2016	—
TRNTrinity Industries Inc	1$100,001–$250,000	1$50,001–$100,000	Mar 26, 2015	Apr 24, 2015	—
UNFIUnited Natural Foods Inc	1$100,001–$250,000	1$100,001–$250,000	Oct 14, 2015	Dec 17, 2015	—
UPSUnited Parcel Service	1$50,001–$100,000	1$100,001–$250,000	Feb 5, 2015	Jun 18, 2015	—
ARCOArcos Dorados Holdings Inc.	0	1$1,001–$15,000	Nov 4, 2015	Nov 4, 2015	—
BABoeing	0	1$15,001–$50,000	Oct 13, 2016	Oct 13, 2016	—
BENFranklin Resources	0	1$50,001–$100,000	Jun 18, 2015	Jun 18, 2015	—
CCChemours Co	0	1$1,001–$15,000	Oct 1, 2015	Oct 1, 2015	—
CLColgate-Palmolive	0	1$15,001–$50,000	Oct 13, 2016	Oct 13, 2016	—
CMICummins	1$100,001–$250,000	0	Dec 9, 2015	Dec 9, 2015	▲ 636.9%+298.8 pts vs S&P
COPConocoPhillips	0	1$100,001–$250,000	Sep 30, 2015	Sep 30, 2015	—
CSXCSX Corporation	0	1$15,001–$50,000	Jul 23, 2015	Jul 23, 2015	—
CVXChevron Corporation	0	1$100,001–$250,000	Sep 30, 2015	Sep 30, 2015	—
DLTRDollar Tree	0	1$15,001–$50,000	Oct 1, 2015	Oct 1, 2015	—
EMREmerson Electric	0	1$1,001–$15,000	Jan 27, 2016	Jan 27, 2016	—
GEGE Aerospace	1$50,001–$100,000	0	Dec 23, 2014	Dec 23, 2014	—
GWWW. W. Grainger	0	1$15,001–$50,000	Dec 28, 2016	Dec 28, 2016	—
HRIHerc Holdings Inc	0	1$1,001–$15,000	Sep 22, 2016	Sep 22, 2016	—
HSYThe Hershey Company	1$100,001–$250,000	0	Jun 19, 2015	Jun 19, 2015	—
JNJJohnson & Johnson	1$1,001–$15,000	0	Feb 2, 2015	Feb 2, 2015	—
JPMJPMorgan Chase	1$100,001–$250,000	0	Oct 14, 2015	Oct 14, 2015	—
KRKroger	1$1,001–$15,000	0	Sep 19, 2016	Sep 19, 2016	▲ 173.7%−139.0 pts vs S&P
MDTMedtronic	0	1$100,001–$250,000	Sep 30, 2015	Sep 30, 2015	—
MSFTMicrosoft Corporation	1$1,001–$15,000	0	Feb 2, 2015	Feb 2, 2015	—
PYPLPayPal	1$1,001–$15,000	0	Jun 18, 2015	Jun 18, 2015	—
QCOMQualcomm	0	1$15,001–$50,000	Oct 13, 2016	Oct 13, 2016	—
SBUXStarbucks	1$100,001–$250,000	0	Jun 7, 2016	Jun 7, 2016	▲ 135.0%−185.3 pts vs S&P
SLBSchlumberger	0	1$15,001–$50,000	Dec 5, 2014	Dec 5, 2014	—
SYKStryker Corporation	1$50,001–$100,000	0	Mar 3, 2015	Mar 3, 2015	—
TROWT. Rowe Price	0	1$1,001–$15,000	Oct 13, 2016	Oct 13, 2016	—
UNHUnitedHealth Group	1$1,001–$15,000	0	Jul 16, 2015	Jul 16, 2015	—
WHRWhirlpool Corp	1$1,001–$15,000	0	Jan 27, 2016	Jan 27, 2016	▼ 64.0%−439.3 pts vs S&P

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.

Richard L. Hanna: trades in companies we cover
					Report
PRGOPerrigo Co plc	Sale (full)$250,001 - $500,000	Jan 18, 2017	Dec 5, 2017date after report	—	Filing for PRGO on Dec 5, 2017
CAHCardinal Health	Sale (full)$100,001 - $250,000	Jan 18, 2017	Nov 17, 2017date after report	—	Filing for CAH on Nov 17, 2017
ALNYAlnylam Pharmaceuticals, Inc.	Sale (full)$1,001 - $15,000	Jan 18, 2017	Dec 30, 2016	▲ 322.0%+30.3 pts vs S&P	Filing for ALNY on Dec 30, 2016
ALNYAlnylam Pharmaceuticals, Inc.	Purchase$50,001 - $100,000	Jan 18, 2017	Dec 30, 2016	▲ 322.0%+30.3 pts vs S&P	Filing for ALNY on Dec 30, 2016
APAAPA Corporation	Sale (full)$15,001 - $50,000	Jan 18, 2017	Dec 28, 2016	▼ 2.4%−292.6 pts vs S&P	Filing for APA on Dec 28, 2016
BAXBaxter International	Sale (full)$15,001 - $50,000	Jan 18, 2017	Dec 28, 2016	▼ 36.3%−326.4 pts vs S&P	Filing for BAX on Dec 28, 2016
ETNEaton Corporation	Sale (full)$1,001 - $15,000	Jan 18, 2017	Dec 28, 2016	▲ 560.2%+270.0 pts vs S&P	Filing for ETN on Dec 28, 2016
LVSLas Vegas Sands	Sale (full)$15,001 - $50,000	Jan 18, 2017	Dec 28, 2016	—	Filing for LVS on Dec 28, 2016
SYNASynaptics Inc	Sale (full)$15,001 - $50,000	Jan 18, 2017	Dec 28, 2016	▲ 119.6%−170.5 pts vs S&P	Filing for SYNA on Dec 28, 2016
TFXTeleflex Inc	Sale (full)$15,001 - $50,000	Jan 18, 2017	Dec 28, 2016	▼ 6.6%−296.8 pts vs S&P	Filing for TFX on Dec 28, 2016
GWWW. W. Grainger	Sale (full)$15,001 - $50,000	Jan 18, 2017	Dec 28, 2016	▲ 578.9%+288.7 pts vs S&P	Filing for GWW on Dec 28, 2016
ALNYAlnylam Pharmaceuticals, Inc.	Sale (full)$100,001 - $250,000	Jan 18, 2017	Dec 13, 2016	▲ 259.8%−26.8 pts vs S&P	Filing for ALNY on Dec 13, 2016
GILDGilead Sciences	Sale (full)$100,001 - $250,000	Jan 18, 2017	Nov 17, 2016	▲ 221.0%−81.2 pts vs S&P	Filing for GILD on Nov 17, 2016
GPROGopro, Inc.	Sale (full)$1,001 - $15,000	Jan 18, 2017	Nov 9, 2016	▼ 90.8%−397.8 pts vs S&P	Filing for GPRO on Nov 9, 2016
ALNYAlnylam Pharmaceuticals, Inc.	Purchase$100,001 - $250,000	Nov 27, 2016	Oct 13, 2016	▲ 336.8%+23.4 pts vs S&P	Filing for ALNY on Oct 13, 2016
BABoeing	Sale (full)$15,001 - $50,000	Nov 27, 2016	Oct 13, 2016	▲ 42.9%−270.5 pts vs S&P	Filing for BA on Oct 13, 2016
CLColgate-Palmolive	Sale (full)$15,001 - $50,000	Nov 27, 2016	Oct 13, 2016	▲ 71.9%−241.5 pts vs S&P	Filing for CL on Oct 13, 2016
QCOMQualcomm	Sale (full)$15,001 - $50,000	Nov 27, 2016	Oct 13, 2016	▲ 223.1%−90.3 pts vs S&P	Filing for QCOM on Oct 13, 2016
TROWT. Rowe Price	Sale (full)$1,001 - $15,000	Nov 27, 2016	Oct 13, 2016	▲ 134.9%−178.5 pts vs S&P	Filing for TROW on Oct 13, 2016
ASIXAdvansix Inc.	Exchange$1,001 - $15,000	Nov 27, 2016	Oct 7, 2016	—	Filing for ASIX on Oct 7, 2016
HRIHerc Holdings Inc	Sale (full)$1,001 - $15,000	Oct 26, 2016	Sep 22, 2016	▲ 462.6%+157.1 pts vs S&P	Filing for HRI on Sep 22, 2016
HTZHertz Global Holdings, Inc	Sale (full)$1,001 - $15,000	Oct 26, 2016	Sep 22, 2016	—	Filing for HTZ on Sep 22, 2016
TFXTeleflex Inc	Sale (full)$1,001 - $15,000	Oct 26, 2016	Sep 22, 2016	▼ 15.4%−320.9 pts vs S&P	Filing for TFX on Sep 22, 2016
KRKroger	Purchase$1,001 - $15,000	Oct 26, 2016	Sep 19, 2016	▲ 173.7%−139.0 pts vs S&P	Filing for KR on Sep 19, 2016
GILDGilead Sciences	Purchase$15,001 - $50,000	Oct 2, 2016	Sep 9, 2016	▲ 212.7%−102.3 pts vs S&P	Filing for GILD on Sep 9, 2016
PRGOPerrigo Co plc	Purchase$1,001 - $15,000	Oct 2, 2016	Aug 24, 2016	▼ 76.3%−382.6 pts vs S&P	Filing for PRGO on Aug 24, 2016
HAINHain Celestial Group Inc	Purchase$1,001 - $15,000	Oct 2, 2016	Aug 24, 2016	▼ 99.7%−406.0 pts vs S&P	Filing for HAIN on Aug 24, 2016
PRGOPerrigo Co plc	Purchase$15,001 - $50,000	Oct 2, 2016	Aug 12, 2016	▼ 76.3%−381.4 pts vs S&P	Filing for PRGO on Aug 12, 2016
PRGOPerrigo Co plc	Purchase$50,001 - $100,000	Aug 22, 2016	Jul 20, 2016	▼ 78.0%−385.7 pts vs S&P	Filing for PRGO on Jul 20, 2016
PRGOPerrigo Co plc	Purchase$1,001 - $15,000	Aug 22, 2016	Jul 20, 2016	▼ 78.0%−385.7 pts vs S&P	Filing for PRGO on Jul 20, 2016
PRGOPerrigo Co plc	Purchase$50,001 - $100,000	Aug 22, 2016	Jul 19, 2016	▼ 77.6%−387.0 pts vs S&P	Filing for PRGO on Jul 19, 2016
JACKJack IN The BOX Inc	Sale (full)$15,001 - $50,000	Aug 22, 2016	Jul 18, 2016	▼ 81.3%−390.3 pts vs S&P	Filing for JACK on Jul 18, 2016
HTZHertz Global Holdings, Inc	Exchange$1,001 - $15,000	Aug 22, 2016	Jul 7, 2016	—	Filing for HTZ on Jul 7, 2016
MARMarriott International	Purchase$50,001 - $100,000	Aug 1, 2016	Jun 7, 2016	▲ 578.9%+258.6 pts vs S&P	Filing for MAR on Jun 7, 2016
PRGOPerrigo Co plc	Purchase$15,001 - $50,000	Aug 1, 2016	Jun 7, 2016	▼ 78.9%−399.3 pts vs S&P	Filing for PRGO on Jun 7, 2016
PRGOPerrigo Co plc	Purchase$1,001 - $15,000	Aug 1, 2016	Jun 7, 2016	▼ 78.9%−399.3 pts vs S&P	Filing for PRGO on Jun 7, 2016
SBUXStarbucks	Purchase$100,001 - $250,000	Aug 1, 2016	Jun 7, 2016	▲ 135.0%−185.3 pts vs S&P	Filing for SBUX on Jun 7, 2016
ITTITT Inc.	Exchange$50,001 - $100,000	Jun 30, 2016	May 18, 2016	—	Filing for ITT on May 18, 2016
AAPLApple Inc.	Sale (full)$15,001 - $50,000	Jun 30, 2016	May 17, 2016	▲ 1491.0%+1156.7 pts vs S&P	Filing for AAPL on May 17, 2016
PRGOPerrigo Co plc	Purchase$100,001 - $250,000	May 23, 2016	Apr 26, 2016	▼ 79.0%−404.9 pts vs S&P	Filing for PRGO on Apr 26, 2016
PRGOPerrigo Co plc	Purchase$1,001 - $15,000	May 23, 2016	Apr 26, 2016	▼ 79.0%−404.9 pts vs S&P	Filing for PRGO on Apr 26, 2016
HAINHain Celestial Group Inc	Purchase$1,001 - $15,000	May 23, 2016	Apr 26, 2016	▼ 99.7%−425.6 pts vs S&P	Filing for HAIN on Apr 26, 2016
GILDGilead Sciences	Purchase$100,001 - $250,000	Apr 10, 2016	Mar 28, 2016	▲ 165.5%−172.3 pts vs S&P	Filing for GILD on Mar 28, 2016
AXPAmerican Express	Sale (full)$1,001 - $15,000 · Joint	Feb 16, 2016	Jan 27, 2016	▲ 599.3%+223.9 pts vs S&P	Filing for AXP on Jan 27, 2016
CHDChurch & Dwight	Purchase$1,001 - $15,000 · Joint	Feb 16, 2016	Jan 27, 2016	▲ 215.8%−159.6 pts vs S&P	Filing for CHD on Jan 27, 2016
EMREmerson Electric	Sale (full)$1,001 - $15,000 · Joint	Feb 16, 2016	Jan 27, 2016	▲ 402.2%+26.9 pts vs S&P	Filing for EMR on Jan 27, 2016
GSGoldman Sachs	Purchase$1,001 - $15,000 · Joint	Feb 16, 2016	Jan 27, 2016	▲ 627.9%+252.5 pts vs S&P	Filing for GS on Jan 27, 2016
WHRWhirlpool Corp	Purchase$1,001 - $15,000 · Joint	Feb 16, 2016	Jan 27, 2016	▼ 64.0%−439.3 pts vs S&P	Filing for WHR on Jan 27, 2016
CHDChurch & Dwight	Purchase$100,001 - $250,000	Feb 16, 2016	Jan 21, 2016	▲ 221.0%−158.1 pts vs S&P	Filing for CHD on Jan 21, 2016
MARMarriott International	Sale (full)$100,001 - $250,000	Jan 15, 2016	Dec 22, 2015	▲ 572.7%+233.3 pts vs S&P	Filing for MAR on Dec 22, 2015
PIIPolaris Inc.	Sale (full)$100,001 - $250,000	Jan 15, 2016	Dec 17, 2015	▲ 0.6%−338.5 pts vs S&P	Filing for PII on Dec 17, 2015
UNFIUnited Natural Foods Inc	Sale (full)$100,001 - $250,000	Jan 15, 2016	Dec 17, 2015	▲ 16.0%−323.2 pts vs S&P	Filing for UNFI on Dec 17, 2015
BACBank of America	Purchase$100,001 - $250,000	Jan 15, 2016	Dec 9, 2015	▲ 266.7%−71.4 pts vs S&P	Filing for BAC on Dec 9, 2015
CMICummins	Purchase$100,001 - $250,000	Jan 15, 2016	Dec 9, 2015	▲ 636.9%+298.8 pts vs S&P	Filing for CMI on Dec 9, 2015
ETNEaton Corporation	Sale (full)$100,001 - $250,000	Jan 15, 2016	Dec 9, 2015	▲ 780.8%+442.7 pts vs S&P	Filing for ETN on Dec 9, 2015
GMGeneral Motors	Sale (full)$15,001 - $50,000	Dec 14, 2015	Nov 20, 2015	▲ 212.9%−116.9 pts vs S&P	Filing for GM on Nov 20, 2015
HAINHain Celestial Group Inc	Purchase$15,001 - $50,000	Dec 14, 2015	Nov 20, 2015	▼ 99.7%−429.5 pts vs S&P	Filing for HAIN on Nov 20, 2015
ARCOArcos Dorados Holdings Inc.	Sale (full)$1,001 - $15,000	Dec 14, 2015	Nov 4, 2015	▲ 168.0%−159.7 pts vs S&P	Filing for ARCO on Nov 4, 2015
GSGoldman Sachs	Purchase$100,001 - $250,000	Dec 14, 2015	Nov 4, 2015	▲ 485.8%+158.2 pts vs S&P	Filing for GS on Nov 4, 2015
PIIPolaris Inc.	Purchase$15,001 - $50,000	Dec 14, 2015	Nov 4, 2015	▼ 25.2%−352.9 pts vs S&P	Filing for PII on Nov 4, 2015
CAHCardinal Health	Purchase$100,001 - $250,000	Nov 9, 2015	Oct 14, 2015	—	Filing for CAH on Oct 14, 2015
HDThe Home Depot	Purchase$50,001 - $100,000	Nov 9, 2015	Oct 14, 2015	—	Filing for HD on Oct 14, 2015
JPMJPMorgan Chase	Purchase$100,001 - $250,000	Nov 9, 2015	Oct 14, 2015	—	Filing for JPM on Oct 14, 2015
MARMarriott International	Purchase$15,001 - $50,000	Nov 9, 2015	Oct 14, 2015	—	Filing for MAR on Oct 14, 2015
PIIPolaris Inc.	Purchase$100,001 - $250,000	Nov 9, 2015	Oct 14, 2015	—	Filing for PII on Oct 14, 2015
UNFIUnited Natural Foods Inc	Purchase$100,001 - $250,000	Nov 9, 2015	Oct 14, 2015	—	Filing for UNFI on Oct 14, 2015
AXPAmerican Express	Sale (full)$50,001 - $100,000	Nov 9, 2015	Oct 1, 2015	—	Filing for AXP on Oct 1, 2015
CCChemours Co	Sale (full)$1,001 - $15,000	Nov 9, 2015	Oct 1, 2015	—	Filing for CC on Oct 1, 2015
DLTRDollar Tree	Sale (full)$15,001 - $50,000	Nov 9, 2015	Oct 1, 2015	—	Filing for DLTR on Oct 1, 2015
GSGoldman Sachs	Sale (full)$100,001 - $250,000	Nov 9, 2015	Oct 1, 2015	—	Filing for GS on Oct 1, 2015
NSCNorfolk Southern	Sale (full)$100,001 - $250,000	Nov 9, 2015	Oct 1, 2015	—	Filing for NSC on Oct 1, 2015
BACBank of America	Sale (full)$100,001 - $250,000	Oct 13, 2015	Sep 30, 2015	—	Filing for BAC on Sep 30, 2015
CVXChevron Corporation	Sale (full)$100,001 - $250,000	Oct 13, 2015	Sep 30, 2015	—	Filing for CVX on Sep 30, 2015
COPConocoPhillips	Sale (full)$100,001 - $250,000	Oct 13, 2015	Sep 30, 2015	—	Filing for COP on Sep 30, 2015
GPROGopro, Inc.	Sale (full)$50,001 - $100,000	Oct 13, 2015	Sep 30, 2015	—	Filing for GPRO on Sep 30, 2015
MDTMedtronic	Sale (full)$100,001 - $250,000	Oct 13, 2015	Sep 30, 2015	—	Filing for MDT on Sep 30, 2015
SYNASynaptics Inc	Sale (full)$100,001 - $250,000	Oct 13, 2015	Sep 30, 2015	—	Filing for SYNA on Sep 30, 2015
HDThe Home Depot	Purchase$100,001 - $250,000	Oct 13, 2015	Sep 11, 2015	—	Filing for HD on Sep 11, 2015
METAMeta Platforms	Purchase$15,001 - $50,000	Sep 16, 2015	Aug 21, 2015	—	Filing for META on Aug 21, 2015
SYNASynaptics Inc	Purchase$15,001 - $50,000	Sep 16, 2015	Aug 14, 2015	—	Filing for SYNA on Aug 14, 2015
AAPLApple Inc.	Purchase$1,001 - $15,000	Aug 13, 2015	Jul 23, 2015	—	Filing for AAPL on Jul 23, 2015
CSXCSX Corporation	Sale (full)$15,001 - $50,000	Aug 13, 2015	Jul 23, 2015	—	Filing for CSX on Jul 23, 2015
BACBank of America	Purchase$100,001 - $250,000	Aug 13, 2015	Jul 16, 2015	—	Filing for BAC on Jul 16, 2015
HDThe Home Depot	Purchase$1,001 - $15,000 · Joint	Aug 13, 2015	Jul 16, 2015	—	Filing for HD on Jul 16, 2015
SYNASynaptics Inc	Purchase$15,001 - $50,000	Aug 13, 2015	Jul 16, 2015	—	Filing for SYNA on Jul 16, 2015
SYNASynaptics Inc	Sale (full)$1,001 - $15,000	Aug 13, 2015	Jul 16, 2015	—	Filing for SYNA on Jul 16, 2015
UNHUnitedHealth Group	Purchase$1,001 - $15,000 · Joint	Aug 13, 2015	Jul 16, 2015	—	Filing for UNH on Jul 16, 2015
DLTRDollar Tree	Exchange$100,001 - $250,000	Aug 13, 2015	Jul 7, 2015	—	Filing for DLTR on Jul 7, 2015
CCChemours Co	Exchange$1,001 - $15,000	Aug 13, 2015	Jun 30, 2015	—	Filing for CC on Jun 30, 2015
GMGeneral Motors	Sale (full)$15,001 - $50,000	Jul 20, 2015	Jun 19, 2015	—	Filing for GM on Jun 19, 2015
JACKJack IN The BOX Inc	Purchase$1,001 - $15,000	Jul 20, 2015	Jun 19, 2015	—	Filing for JACK on Jun 19, 2015
HSYThe Hershey Company	Purchase$100,001 - $250,000	Jul 20, 2015	Jun 19, 2015	—	Filing for HSY on Jun 19, 2015
PYPLPayPal	Purchase$1,001 - $15,000	Aug 22, 2016	Jun 18, 2015	—	Filing for PYPL on Jun 18, 2015
BENFranklin Resources	Sale (full)$50,001 - $100,000	Jul 20, 2015	Jun 18, 2015	—	Filing for BEN on Jun 18, 2015
GOOGLAlphabet Inc. (Class A)	Purchase$50,001 - $100,000	Jul 20, 2015	Jun 18, 2015	—	Filing for GOOGL on Jun 18, 2015
MARMarriott International	Purchase$15,001 - $50,000	Jul 20, 2015	Jun 18, 2015	—	Filing for MAR on Jun 18, 2015
NSCNorfolk Southern	Purchase$50,001 - $100,000	Jul 20, 2015	Jun 18, 2015	—	Filing for NSC on Jun 18, 2015
UPSUnited Parcel Service	Sale (full)$100,001 - $250,000	Jul 20, 2015	Jun 18, 2015	—	Filing for UPS on Jun 18, 2015
METAMeta Platforms	Purchase$50,001 - $100,000	Jun 15, 2015	May 28, 2015	—	Filing for META on May 28, 2015
SYNASynaptics Inc	Purchase$50,001 - $100,000	Jun 15, 2015	May 28, 2015	—	Filing for SYNA on May 28, 2015
JACKJack IN The BOX Inc	Purchase$1,001 - $15,000	Jun 15, 2015	May 20, 2015	—	Filing for JACK on May 20, 2015
BAXBaxter International	Purchase$1,001 - $15,000	Jun 15, 2015	May 19, 2015	—	Filing for BAX on May 19, 2015
GPROGopro, Inc.	Purchase$100,001 - $250,000	Jun 15, 2015	May 18, 2015	—	Filing for GPRO on May 18, 2015
METAMeta Platforms	Purchase$50,001 - $100,000	Jun 15, 2015	May 14, 2015	—	Filing for META on May 14, 2015
GPROGopro, Inc.	Purchase$1,001 - $15,000	Jun 15, 2015	May 14, 2015	—	Filing for GPRO on May 14, 2015
SYNASynaptics Inc	Purchase$15,001 - $50,000	Jun 15, 2015	May 14, 2015	—	Filing for SYNA on May 14, 2015
METAMeta Platforms	Purchase$15,001 - $50,000	Jun 15, 2015	May 6, 2015	—	Filing for META on May 6, 2015
SYNASynaptics Inc	Purchase$50,001 - $100,000	Jun 15, 2015	May 6, 2015	—	Filing for SYNA on May 6, 2015
TRNTrinity Industries Inc	Sale (full)$50,001 - $100,000	May 12, 2015	Apr 24, 2015	—	Filing for TRN on Apr 24, 2015
PGProcter & Gamble	Sale (full)$1,001 - $15,000	May 12, 2015	Apr 13, 2015	—	Filing for PG on Apr 13, 2015
PGProcter & Gamble	Sale (full)$1,001 - $15,000	May 12, 2015	Apr 9, 2015	—	Filing for PG on Apr 9, 2015
TRNTrinity Industries Inc	Purchase$100,001 - $250,000	Apr 13, 2015	Mar 26, 2015	—	Filing for TRN on Mar 26, 2015
SYNASynaptics Inc	Purchase$1,001 - $15,000	Apr 13, 2015	Mar 25, 2015	—	Filing for SYNA on Mar 25, 2015
HTZHertz Global Holdings, Inc	Purchase$1,001 - $15,000	Apr 13, 2015	Mar 20, 2015	—	Filing for HTZ on Mar 20, 2015
SYKStryker Corporation	Purchase$50,001 - $100,000	Apr 13, 2015	Mar 3, 2015	—	Filing for SYK on Mar 3, 2015
AXPAmerican Express	Purchase$50,001 - $100,000	Mar 11, 2015	Feb 20, 2015	—	Filing for AXP on Feb 20, 2015
GOOGLAlphabet Inc. (Class A)	Purchase$50,001 - $100,000	Mar 11, 2015	Feb 20, 2015	—	Filing for GOOGL on Feb 20, 2015
ETNEaton Corporation	Purchase$1,001 - $15,000	Mar 11, 2015	Feb 11, 2015	—	Filing for ETN on Feb 11, 2015
GSGoldman Sachs	Purchase$15,001 - $50,000	Mar 11, 2015	Feb 5, 2015	—	Filing for GS on Feb 5, 2015
GOOGLAlphabet Inc. (Class A)	Purchase$50,001 - $100,000	Mar 11, 2015	Feb 5, 2015	—	Filing for GOOGL on Feb 5, 2015
MARMarriott International	Purchase$15,001 - $50,000	Mar 11, 2015	Feb 5, 2015	—	Filing for MAR on Feb 5, 2015
UPSUnited Parcel Service	Purchase$50,001 - $100,000	Mar 11, 2015	Feb 5, 2015	—	Filing for UPS on Feb 5, 2015
JNJJohnson & Johnson	Purchase$1,001 - $15,000 · Joint	Mar 11, 2015	Feb 2, 2015	—	Filing for JNJ on Feb 2, 2015
MSFTMicrosoft Corporation	Purchase$1,001 - $15,000 · Joint	Mar 11, 2015	Feb 2, 2015	—	Filing for MSFT on Feb 2, 2015
SYNASynaptics Inc	Purchase$1,001 - $15,000	Mar 11, 2015	Feb 2, 2015	—	Filing for SYNA on Feb 2, 2015
SYNASynaptics Inc	Sale (full)$15,001 - $50,000	Mar 11, 2015	Jan 30, 2015	—	Filing for SYNA on Jan 30, 2015
MDTMedtronic	Exchange$250,001 - $500,000	Feb 13, 2015	Jan 27, 2015	—	Filing for MDT on Jan 27, 2015
MDTMedtronic	Exchange$1,001 - $15,000 · Joint	Feb 13, 2015	Jan 27, 2015	—	Filing for MDT on Jan 27, 2015
MDTMedtronic	Exchange$1,001 - $15,000 · Joint	Feb 13, 2015	Jan 27, 2015	—	Filing for MDT on Jan 27, 2015
SYNASynaptics Inc	Purchase$15,001 - $50,000	Feb 13, 2015	Jan 16, 2015	—	Filing for SYNA on Jan 16, 2015
GEGE Aerospace	Purchase$50,001 - $100,000	Jan 15, 2015	Dec 23, 2014	—	Filing for GE on Dec 23, 2014
APAAPA Corporation	Sale (full)$100,001 - $250,000	Jan 15, 2015	Dec 15, 2014	—	Filing for APA on Dec 15, 2014
LVSLas Vegas Sands	Purchase$1,001 - $15,000	Jan 15, 2015	Dec 11, 2014	—	Filing for LVS on Dec 11, 2014
SLBSchlumberger	Sale (full)$15,001 - $50,000	Jan 15, 2015	Dec 5, 2014	—	Filing for SLB on Dec 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.

After	Window	Average excess	Typical (median)	Beat the S&P 500	Trades	From the filing date
Purchases	30 days	+1.6%	−0.2%	48%	27	−0.9% (34)
Purchases	90 days	−1.1%	−1.8%	41%	27	−3.9% (34)
Sales	30 days	+0.6%	−0.3%	46%	26	+2.8% (31)
Sales	90 days	+2.9%	+5.6%	62%	26	+0.6% (31)

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 Feb 1, 2017 1 stock or option trade
Report filed Jan 18, 2017 22 stock or option trades · ALNY, APA, BAX, CAH, ETN, GILD, GPRO, LVS, PRGO, SYNA, TFX, GWW
Report filed Nov 27, 2016 11 stock or option trades · ASIX, ALNY, BA, CL, QCOM, TROW
Report filed Oct 26, 2016 6 stock or option trades · HRI, HTZ, KR, TFX
Report filed Oct 2, 2016 6 stock or option trades · GILD, PRGO, HAIN
Report filed Aug 22, 2016 9 stock or option trades · HTZ, JACK, PYPL, PRGO
Report filed Aug 1, 2016 10 stock or option trades · MAR, PRGO, SBUX
Report filed Jun 30, 2016 6 stock or option trades · AAPL, ITT
Report filed May 23, 2016 3 stock or option trades · PRGO, HAIN
Report filed Apr 10, 2016 1 stock or option trade · GILD
Report filed Feb 16, 2016 9 stock or option trades · AXP, CHD, EMR, GS, WHR
Report filed Jan 15, 2016 8 stock or option trades · BAC, CMI, ETN, MAR, PII, UNFI
Report filed Dec 14, 2015 7 stock or option trades · ARCO, GM, GS, PII, HAIN
Report filed Nov 9, 2015 18 stock or option trades · AXP, CAH, CC, DLTR, GS, HD, JPM, MAR, NSC, PII, UNFI
Report filed Oct 13, 2015 9 stock or option trades · BAC, CVX, COP, GPRO, HD, MDT, SYNA
Report filed Sep 16, 2015 3 stock or option trades · META, SYNA
Report filed Aug 13, 2015 13 stock or option trades · AAPL, BAC, CC, CSX, DLTR, HD, SYNA, UNH
Report filed Jul 20, 2015 10 stock or option trades · BEN, GM, GOOGL, JACK, MAR, NSC, HSY, UPS
Report filed Jun 15, 2015 15 stock or option trades · BAX, META, GPRO, JACK, SYNA
Report filed May 12, 2015 4 stock or option trades · PG, TRN
Report filed Apr 13, 2015 7 stock or option trades · HTZ, SYK, SYNA, TRN
Report filed Mar 11, 2015 16 stock or option trades · AXP, ETN, GS, GOOGL, JNJ, MAR, MSFT, SYNA, UPS
Report filed Feb 13, 2015 5 stock or option trades · MDT, SYNA
Report filed Jan 15, 2015 5 stock or option trades · APA, GE, LVS, SLB

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.

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