undamentalytics Newsletter
Sign in

Rick W. Allen: stock trades

Republican, Representative for GA's 12th district. Value ranges as filed, never exact figures.

Activity

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

Rick W. Allen: purchases and sales per month
0 2 4 6 Dec 2024: 1 purchases Dec 2024: 0 sales Dec Jan 2025: 1 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: 1 sales May 2025: 1 purchases May 2025: 1 sales Jun 2025: 1 purchases Jun 2025: 0 sales Jun Jul 2025: 1 purchases Jul 2025: 0 sales Aug 2025: 1 purchases Aug 2025: 1 sales Sep 2025: 0 purchases Sep 2025: 1 sales Sep Oct 2025: 0 purchases Oct 2025: 1 sales Nov 2025: 0 purchases Nov 2025: 0 sales Dec 2025: 1 purchases Dec 2025: 1 sales Dec Jan 2026: 1 purchases Jan 2026: 2 sales Feb 2026: 2 purchases Feb 2026: 2 sales Mar 2026: 0 purchases Mar 2026: 0 sales Mar Apr 2026: 0 purchases Apr 2026: 5 sales May 2026: 2 purchases May 2026: 1 sales Jun 2026: 0 purchases Jun 2026: 1 sales Jun Jul 2026: 2 purchases Jul 2026: 1 sales Aug 2026: 2 purchases Aug 2026: 1 sales Sep 2026: 0 purchases Sep 2026: 2 sales Sep Oct 2026: 0 purchases Oct 2026: 0 sales Nov 2026: 0 purchases Nov 2026: 0 sales
Show as a table
MonthPurchasesSales
Dec 202410
Jan 202510
Feb 202500
Mar 202500
Apr 202501
May 202511
Jun 202510
Jul 202510
Aug 202511
Sep 202501
Oct 202501
Nov 202500
Dec 202511
Jan 202612
Feb 202622
Mar 202600
Apr 202605
May 202621
Jun 202601
Jul 202621
Aug 202621
Sep 202602
Oct 202600
Nov 202600
Trades, 24 months
37
Purchases
16
Sales
21
In 2026
24

Top sectors

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

  • Financials21% of trades 50
  • Industrials15% of trades 35
  • Health Care13% of trades 30
  • Technology11% of trades 26
  • Consumer Discretionary9% of trades 22
  • Communication Services9% of trades 21

Would copying Rick W. Allen’s trades have beaten the S&P 500?

Copying Rick W. Allen’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 18, 2017 into $33,251 by November 2, 2026, against $37,032 in the S&P 500: +13.6% a year against +14.9%, with a beta of 0.90. Selling each purchase after 6 months instead would have made +10.0% a year. Six months after each report, the average share purchase was −5.5% against the S&P 500 (median −4.1%), and 37% beat it, well within what luck alone would produce. Measured from the trade date instead, the member’s own timing, the average was −0.2%. Reports arrived a median of 883 days after the trade. 37 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 20172019202120232025 $37.0k$33.3k
Copying Rick W. AllenS&P 500, buy and hold $10,000 copying Rick W. Allen’s disclosed holdings from May 18, 2017, 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 109 −3.7% −4.5% 35% -3.50 No reliable evidence
Purchases, 6 months after the report 107 −5.5% −4.1% 37% -3.46 No reliable evidence
Purchases, 3 months after the trade 111 −0.3% −1.1% 44% -0.33 No reliable evidence
Purchases, 6 months after the trade 107 −0.2% +1.5% 52% -0.15 No reliable evidence
Sales, 6 months after the report 94 −6.0% −2.7% 70% -3.56 No reliable evidence
Return a year, copying
+13.6%
S&P 500, same dates
+14.9%
Yearly swing (S&P 500)
19% (18%)
Sharpe ratio (S&P 500)
0.63 (0.70)
Biggest drop (S&P 500)
−32% (−34%)
Market sensitivity (beta)
0.90

“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 Rick W. Allen 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.
SSBSouthstate Bank Corp 0 27$1M–$2.5M Feb 7, 2019 Mar 27, 2023 —
DISThe Walt Disney Company 6$76,006–$265,000 6$62,006–$230,000 Nov 30, 2017 Aug 15, 2022 ▲ 16.4%−210.1 pts vs S&P
DOVDover Corporation 7$105,007–$350,000 3$45,003–$150,000 Apr 11, 2018 Jun 15, 2021 ▲ 145.8%−49.4 pts vs S&P
SBUXStarbucks 5$19,005–$110,000 5$33,005–$145,000 Dec 27, 2019 May 20, 2024 ▲ 37.6%−119.2 pts vs S&P
ACNAccenture 4$130,004–$300,000 5$82,005–$230,000 Aug 28, 2019 May 8, 2026 ▲ 45.7%−144.1 pts vs S&P
INTUIntuit 3$66,003–$165,000 5$96,005–$265,000 Aug 29, 2019 Jun 10, 2026 ▲ 28.0%−158.2 pts vs S&P
TMOThermo Fisher Scientific 4$60,004–$200,000 4$60,004–$200,000 Jan 25, 2021 May 16, 2025 ▲ 36.6%−75.2 pts vs S&P
FCXFreeport-McMoRan 4$32,004–$130,000 3$17,003–$80,000 Feb 10, 2021 Oct 7, 2021 ▲ 112.7%+4.0 pts vs S&P
PYPLPayPal 4$32,004–$130,000 3$17,003–$80,000 Jan 25, 2021 Oct 22, 2021 ▼ 76.2%−187.9 pts vs S&P
ALBAlbemarle Corporation 4$32,004–$130,000 2$2,002–$30,000 Feb 10, 2021 Dec 21, 2023 ▼ 38.0%−146.7 pts vs S&P
MMM3M 2$30,002–$100,000 4$18,004–$95,000 May 17, 2019 May 14, 2020 ▲ 59.3%−127.8 pts vs S&P
NEENextEra Energy 5$47,005–$180,000 1$15,001–$50,000 Apr 17, 2020 Dec 21, 2023 ▲ 61.0%−126.7 pts vs S&P
DEDeere & Company 4$32,004–$130,000 1$1,001–$15,000 Feb 10, 2021 Aug 14, 2024 ▲ 129.2%+20.5 pts vs S&P
JNJJohnson & Johnson 3$31,003–$115,000 2$30,002–$100,000 Oct 2, 2019 Jul 16, 2024 ▲ 144.1%−45.3 pts vs S&P
MRKMerck & Co. 2$30,002–$100,000 3$31,003–$115,000 Nov 30, 2017 Mar 10, 2021 ▲ 132.1%−30.8 pts vs S&P
WMTWalmart 4$18,004–$95,000 1$1,001–$15,000 Jan 25, 2018 Feb 20, 2020 ▲ 301.7%+97.7 pts vs S&P
ABTAbbott Laboratories 2$30,002–$100,000 2$30,002–$100,000 Sep 13, 2019 Jul 14, 2026 ▲ 48.2%−129.8 pts vs S&P
CBChubb Limited 4$60,004–$200,000 0 Jul 2, 2020 Aug 18, 2022 ▲ 220.0%+57.1 pts vs S&P
CHDChurch & Dwight 1$15,001–$50,000 3$45,003–$150,000 Jan 25, 2021 Oct 10, 2025 ▲ 34.6%−77.2 pts vs S&P
KMBKimberly-Clark 2$16,002–$65,000 2$16,002–$65,000 Jun 7, 2019 Jan 25, 2021 ▲ 2.7%−189.8 pts vs S&P
PAYXPaychex 2$16,002–$65,000 2$30,002–$100,000 May 23, 2018 Jan 14, 2026 ▲ 130.6%−83.1 pts vs S&P
VZVerizon 1$50,001–$100,000 3$52,003–$130,000 Aug 29, 2019 Feb 10, 2021 ▲ 17.9%−168.3 pts vs S&P
AMGNAmgen 3$45,003–$150,000 0 Aug 29, 2019 Aug 18, 2022 ▲ 175.4%−10.7 pts vs S&P
AZOAutoZone 2$30,002–$100,000 1$15,001–$50,000 Jul 16, 2024 Sep 22, 2026 ▲ 7.1%−29.9 pts vs S&P
COSTCostco 2$30,002–$100,000 1$1,001–$15,000 Apr 27, 2017 Sep 18, 2026 ▲ 579.2%+312.9 pts vs S&P
DDominion Energy 0 3$45,003–$150,000 Dec 15, 2020 Dec 15, 2020 —
GOOGLAlphabet Inc. (Class A) 3$31,003–$115,000 0 Dec 27, 2019 Feb 28, 2020 ▲ 315.9%+159.1 pts vs S&P
HDThe Home Depot 3$17,003–$80,000 0 May 14, 2020 May 14, 2020 ▲ 66.0%−123.3 pts vs S&P
MARMarriott International 2$30,002–$100,000 1$15,001–$50,000 Aug 22, 2019 May 14, 2020 ▲ 240.9%+54.5 pts vs S&P
PGProcter & Gamble 1$15,001–$50,000 2$16,002–$65,000 Jan 29, 2018 Apr 16, 2026 ▲ 54.1%−133.5 pts vs S&P
SCHWCharles Schwab Corporation 2$65,002–$150,000 1$15,001–$50,000 Dec 14, 2023 Jul 10, 2025 ▲ 30.1%−35.5 pts vs S&P
TSMTaiwan Semiconductor Manufacturing Co LTD 3$3,003–$45,000 0 Feb 19, 2026 Aug 12, 2026 —
ABBVAbbVie 2$30,002–$100,000 0 May 12, 2020 Nov 16, 2020 ▲ 305.2%+117.6 pts vs S&P
AMPAmeriprise Financial 1$50,001–$100,000 1$50,001–$100,000 Apr 9, 2024 Apr 15, 2026 ▲ 21.4%−28.1 pts vs S&P
AVGOBroadcom 2$2,002–$30,000 0 Jul 14, 2026 Aug 12, 2026 ▼ 14.5%−15.0 pts vs S&P
AWKAmerican Water Works 1$15,001–$50,000 1$50,001–$100,000 Sep 10, 2019 Jan 14, 2026 ▲ 38.9%−141.9 pts vs S&P
BLKBlackRock 1$15,001–$50,000 1$50,001–$100,000 Sep 24, 2019 Jan 17, 2024 ▲ 210.7%+29.0 pts vs S&P
CAECAE Inc 1$1,001–$15,000 1$1,001–$15,000 Apr 9, 2019 Oct 31, 2019 —
CCLCarnival Corporation 1$1,001–$15,000 1$1,001–$15,000 Jan 29, 2018 Apr 11, 2019 ▼ 55.1%−257.6 pts vs S&P
FDXFedEx 1$1,001–$15,000 1$1,001–$15,000 May 16, 2017 Apr 9, 2019 ▲ 138.8%−125.3 pts vs S&P
NFLXNetflix 1$15,001–$50,000 1$1,001–$15,000 May 16, 2025 Dec 12, 2025 ▼ 47.1%−76.1 pts vs S&P
PFEPfizer 1$15,001–$50,000 1$15,001–$50,000 Jul 15, 2021 Mar 14, 2023 ▼ 1.8%−87.9 pts vs S&P
PSXPhillips 66 1$15,001–$50,000 1$15,001–$50,000 Feb 21, 2020 Apr 15, 2020 ▲ 296.9%+148.3 pts vs S&P
ROLRollins, Inc. 1$15,001–$50,000 1$15,001–$50,000 Dec 12, 2024 Aug 12, 2026 ▼ 21.3%−49.0 pts vs S&P
SPGIS&P Global 1$15,001–$50,000 1$15,001–$50,000 Jan 14, 2026 Apr 16, 2026 ▼ 9.1%−19.2 pts vs S&P
TELTE Connectivity 1$1,001–$15,000 1$1,001–$15,000 Nov 30, 2017 Nov 20, 2018 ▲ 168.9%−57.6 pts vs S&P
TFCTruist Financial 0 2$30,002–$100,000 Apr 15, 2020 Apr 15, 2020 —
AMDAdvanced Micro Devices 1$1,001–$15,000 0 Jul 14, 2026 Jul 14, 2026 ▼ 10.8%−11.3 pts vs S&P
AMZNAmazon 1$15,001–$50,000 0 Sep 10, 2019 Sep 10, 2019 ▲ 176.8%−4.0 pts vs S&P
ATOAtmos Energy 1$15,001–$50,000 0 Aug 19, 2025 Aug 19, 2025 ▲ 7.8%−11.6 pts vs S&P
AXPAmerican Express 1$1,001–$15,000 0 May 8, 2026 May 8, 2026 ▲ 3.4%+0.7 pts vs S&P
CICigna 0 1$15,001–$50,000 Feb 7, 2018 Feb 7, 2018 —
CTASCintas 1$1,001–$15,000 0 May 20, 2024 May 20, 2024 ▲ 30.9%−15.5 pts vs S&P
FERGFerguson Enterprises 1$15,001–$50,000 0 Dec 12, 2025 Dec 12, 2025 ▲ 8.9%−2.9 pts vs S&P
GEGE Aerospace 0 1$1,001–$15,000 May 16, 2017 May 16, 2017 —
KMIKinder Morgan 1$1,001–$15,000 0 Feb 19, 2026 Feb 19, 2026 —
MSFTMicrosoft Corporation 1$15,001–$50,000 0 Aug 27, 2019 Aug 27, 2019 ▲ 309.1%+117.2 pts vs S&P
ORealty Income 0 1$15,001–$50,000 Feb 13, 2017 Feb 13, 2017 —
SHWSherwin-Williams 1$50,001–$100,000 0 Sep 10, 2019 Sep 10, 2019 ▲ 108.8%−72.0 pts vs S&P
WMWaste Management 1$15,001–$50,000 0 Jan 13, 2022 Jan 13, 2022 ▲ 60.7%−12.2 pts vs S&P

The 60 most traded of 61 companies.

Trades in companies we cover

“Stock since trade” is the share price move from the close on the trade date to the latest close, with the gap to the S&P 500 beneath. It describes the stock, not what the member made. Click a column heading to sort.

Report
AZOAutoZone Sale (full)$15,001 - $50,000 · Spouse Oct 14, 2026 Sep 22, 2026 ▲ 10.4%+12.9 pts vs S&P Filing
COSTCostco Sale (full)$1,001 - $15,000 · Spouse Oct 14, 2026 Sep 18, 2026 ▲ 14.4%+15.4 pts vs S&P Filing
AVGOBroadcom Purchase$1,001 - $15,000 · Spouse Sep 22, 2026 Aug 12, 2026 ▼ 20.0%−17.9 pts vs S&P Filing
ROLRollins, Inc. Sale (full)$15,001 - $50,000 · Spouse Sep 22, 2026 Aug 12, 2026 ▲ 2.6%+4.8 pts vs S&P Filing
TSMTaiwan Semiconductor Manufacturing Co LTD Purchase$1,001 - $15,000 · Spouse Sep 22, 2026 Aug 12, 2026 — Filing
ABTAbbott Laboratories Sale (full)$15,001 - $50,000 · Spouse Aug 18, 2026 Jul 14, 2026 ▲ 24.4%+23.8 pts vs S&P Filing
AMDAdvanced Micro Devices Purchase$1,001 - $15,000 · Spouse Aug 18, 2026 Jul 14, 2026 ▼ 10.8%−11.3 pts vs S&P Filing
AVGOBroadcom Purchase$1,001 - $15,000 · Spouse Aug 18, 2026 Jul 14, 2026 ▼ 14.5%−15.0 pts vs S&P Filing
INTUIntuit Sale (full)$15,001 - $50,000 · Spouse Jul 15, 2026 Jun 10, 2026 ▲ 23.4%+18.9 pts vs S&P Filing
ACNAccenture Sale (full)$15,001 - $50,000 · Spouse Jun 16, 2026 May 8, 2026 ▲ 43.8%+41.0 pts vs S&P Filing
AXPAmerican Express Purchase$1,001 - $15,000 · Spouse Jun 16, 2026 May 8, 2026 ▲ 3.4%+0.7 pts vs S&P Filing
TSMTaiwan Semiconductor Manufacturing Co LTD Purchase$1,001 - $15,000 · Spouse Jun 16, 2026 May 8, 2026 — Filing
ABTAbbott Laboratories Sale (full)$15,001 - $50,000 · Spouse Jun 5, 2026 Apr 16, 2026 ▲ 15.9%+7.9 pts vs S&P Filing
INTUIntuit Sale (full)$15,001 - $50,000 · Spouse Jun 5, 2026 Apr 16, 2026 ▼ 9.4%−17.4 pts vs S&P Filing
PGProcter & Gamble Sale (full)$15,001 - $50,000 · Spouse Jun 5, 2026 Apr 16, 2026 ▲ 15.5%+7.5 pts vs S&P Filing
SPGIS&P Global Sale (full)$15,001 - $50,000 · Spouse Jun 5, 2026 Apr 16, 2026 ▲ 13.1%+5.1 pts vs S&P Filing
AMPAmeriprise Financial Sale (full)$50,001 - $100,000 · Spouse Jun 5, 2026 Apr 15, 2026 ▲ 8.6%+0.3 pts vs S&P Filing
INTUIntuit Sale (full)$1,001 - $15,000 · Spouse Mar 11, 2026 Feb 19, 2026 ▼ 7.8%−18.8 pts vs S&P Filing
KMIKinder Morgan Purchase$1,001 - $15,000 · Spouse Mar 11, 2026 Feb 19, 2026 — Filing
TSMTaiwan Semiconductor Manufacturing Co LTD Purchase$1,001 - $15,000 · Spouse Mar 11, 2026 Feb 19, 2026 — Filing
INTUIntuit Sale (full)$15,001 - $50,000 · Spouse Mar 11, 2026 Feb 18, 2026 ▼ 9.7%−20.4 pts vs S&P Filing
AWKAmerican Water Works Sale (full)$50,001 - $100,000 · Spouse Feb 17, 2026 Jan 14, 2026 ▲ 12.6%+2.6 pts vs S&P Filing
PAYXPaychex Sale (full)$15,001 - $50,000 · Spouse Feb 17, 2026 Jan 14, 2026 ▲ 9.9%−0.2 pts vs S&P Filing
SPGIS&P Global Purchase$15,001 - $50,000 · Spouse Feb 17, 2026 Jan 14, 2026 ▼ 9.1%−19.2 pts vs S&P Filing
FERGFerguson Enterprises Purchase$15,001 - $50,000 · Spouse Jan 15, 2026 Dec 12, 2025 ▲ 8.9%−2.9 pts vs S&P Filing
NFLXNetflix Sale (full)$1,001 - $15,000 · Spouse Jan 15, 2026 Dec 12, 2025 ▼ 33.8%−45.6 pts vs S&P Filing
CHDChurch & Dwight Sale (full)$15,001 - $50,000 · Spouse Nov 13, 2025 Oct 10, 2025 ▲ 26.5%+9.8 pts vs S&P Filing
ACNAccenture Sale (full)$1,001 - $15,000 · Spouse Oct 7, 2025 Sep 12, 2025 ▲ 9.7%−6.6 pts vs S&P Filing
ACNAccenture Sale (full)$1,001 - $15,000 · Spouse Sep 12, 2025 Aug 19, 2025 ▲ 2.2%−17.2 pts vs S&P Filing
ATOAtmos Energy Purchase$15,001 - $50,000 · Spouse Sep 12, 2025 Aug 19, 2025 ▲ 7.8%−11.6 pts vs S&P Filing
SCHWCharles Schwab Corporation Purchase$15,001 - $50,000 · Spouse Aug 11, 2025 Jul 10, 2025 ▼ 2.9%−25.0 pts vs S&P Filing
INTUIntuit Purchase$1,001 - $15,000 · Spouse Jul 15, 2025 Jun 20, 2025 ▼ 53.5%−82.2 pts vs S&P Filing
NFLXNetflix Purchase$15,001 - $50,000 · Spouse Jun 18, 2025 May 16, 2025 ▼ 47.1%−76.1 pts vs S&P Filing
TMOThermo Fisher Scientific Sale (full)$15,001 - $50,000 · Spouse Jun 18, 2025 May 16, 2025 ▲ 70.2%+41.2 pts vs S&P Filing
TMOThermo Fisher Scientific Sale (full)$15,001 - $50,000 · Spouse May 15, 2025 Apr 11, 2025 ▲ 60.1%+16.5 pts vs S&P Filing
AZOAutoZone Purchase$15,001 - $50,000 · Spouse Feb 20, 2025 Jan 17, 2025 ▼ 1.0%−29.6 pts vs S&P Filing
ROLRollins, Inc. Purchase$15,001 - $50,000 · Spouse Jan 16, 2025 Dec 12, 2024 ▼ 21.3%−49.0 pts vs S&P Filing
SCHWCharles Schwab Corporation Sale (full)$15,001 - $50,000 · Spouse Oct 18, 2024 Sep 12, 2024 ▲ 47.9%+9.5 pts vs S&P Filing
DEDeere & Company Sale (full)$1,001 - $15,000 · Spouse Sep 20, 2024 Aug 14, 2024 ▲ 95.8%+53.5 pts vs S&P Filing
AZOAutoZone Purchase$15,001 - $50,000 · Spouse Aug 8, 2024 Jul 16, 2024 ▲ 7.1%−29.9 pts vs S&P Filing
JNJJohnson & Johnson Sale (full)$15,001 - $50,000 · Spouse Aug 8, 2024 Jul 16, 2024 ▲ 87.3%+50.3 pts vs S&P Filing
JNJJohnson & Johnson Sale (full)$15,001 - $50,000 · Spouse Jul 10, 2024 Jun 13, 2024 ▲ 94.5%+51.4 pts vs S&P Filing
CTASCintas Purchase$1,001 - $15,000 · Spouse Jun 21, 2024 May 20, 2024 ▲ 30.9%−15.5 pts vs S&P Filing
SBUXStarbucks Sale (full)$15,001 - $50,000 · Spouse Jun 21, 2024 May 20, 2024 ▲ 42.3%−4.1 pts vs S&P Filing
AMPAmeriprise Financial Purchase$50,001 - $100,000 · Spouse May 14, 2024 Apr 9, 2024 ▲ 21.4%−28.1 pts vs S&P Filing
BLKBlackRock Sale (full)$50,001 - $100,000 · Spouse Feb 16, 2024 Jan 17, 2024 ▲ 56.6%−8.3 pts vs S&P Filing
ALBAlbemarle Corporation Sale (full)$1,001 - $15,000 · Spouse Jan 11, 2024 Dec 21, 2023 ▼ 35.0%−99.8 pts vs S&P Filing
ALBAlbemarle Corporation Sale (full)$1,001 - $15,000 · Spouse Jan 11, 2024 Dec 21, 2023 ▼ 35.0%−99.8 pts vs S&P Filing
NEENextEra Energy Sale (full)$15,001 - $50,000 · Spouse Jan 11, 2024 Dec 21, 2023 ▲ 52.9%−11.8 pts vs S&P Filing
SCHWCharles Schwab Corporation Purchase$50,001 - $100,000 · Spouse Jan 11, 2024 Dec 14, 2023 ▲ 30.1%−35.5 pts vs S&P Filing
SSBSouthstate Bank Corp Sale (full)$100,001 - $250,000 · Spouse Jun 2, 2023 Mar 27, 2023 ▲ 59.1%−39.5 pts vs S&P Filing
ACNAccenture Sale (full)$50,001 - $100,000 · Spouse Aug 10, 2023 Mar 14, 2023 ▲ 8.0%−93.8 pts vs S&P Filing
PFEPfizer Sale (full)$15,001 - $50,000 · Spouse Aug 10, 2023 Mar 14, 2023 ▼ 7.0%−108.8 pts vs S&P Filing
SSBSouthstate Bank Corp Sale (partial)$50,001 - $100,000 · Spouse Aug 10, 2023 Mar 9, 2023 ▲ 55.3%−46.6 pts vs S&P Filing
SSBSouthstate Bank Corp Sale (partial)$50,001 - $100,000 · Spouse Aug 10, 2023 Jan 13, 2023 ▲ 42.6%−55.8 pts vs S&P Filing
AMGNAmgen Purchase$15,001 - $50,000 · Spouse Aug 10, 2023 Aug 18, 2022 ▲ 109.0%+22.6 pts vs S&P Filing
CBChubb Limited Purchase$15,001 - $50,000 · Spouse Aug 10, 2023 Aug 18, 2022 ▲ 91.2%+4.9 pts vs S&P Filing
DISThe Walt Disney Company Sale (full)$15,001 - $50,000 Sep 10, 2022 Aug 15, 2022 ▼ 5.2%−91.2 pts vs S&P Filing
DISThe Walt Disney Company Sale (full)$15,001 - $50,000 · Spouse Aug 10, 2023 Aug 11, 2022 ▲ 0.1%−89.8 pts vs S&P Filing
SSBSouthstate Bank Corp Sale (partial)$50,001 - $100,000 · Spouse Aug 10, 2023 May 5, 2022 ▲ 51.4%−42.1 pts vs S&P Filing
SSBSouthstate Bank Corp Sale (partial)$50,001 - $100,000 · Spouse Aug 10, 2023 Apr 4, 2022 ▲ 48.3%−27.0 pts vs S&P Filing
DISThe Walt Disney Company Purchase$15,001 - $50,000 · Spouse Aug 10, 2023 Mar 14, 2022 ▼ 8.7%−101.4 pts vs S&P Filing
TMOThermo Fisher Scientific Purchase$15,001 - $50,000 · Spouse Aug 10, 2023 Mar 10, 2022 ▲ 31.4%−57.4 pts vs S&P Filing
SSBSouthstate Bank Corp Sale (partial)$50,001 - $100,000 · Spouse Aug 10, 2023 Feb 16, 2022 ▲ 32.2%−47.7 pts vs S&P Filing
DISThe Walt Disney Company Sale (partial)$15,001 - $50,000 · Spouse Aug 10, 2023 Feb 10, 2022 ▼ 22.6%−101.4 pts vs S&P Filing
SSBSouthstate Bank Corp Sale (partial)$50,001 - $100,000 · Spouse Aug 10, 2023 Feb 9, 2022 ▲ 36.2%−39.4 pts vs S&P Filing
SBUXStarbucks Sale (full)$1,001 - $15,000 · Spouse Aug 10, 2023 Jan 25, 2022 ▲ 20.5%−64.4 pts vs S&P Filing
DISThe Walt Disney Company Sale (full)$1,001 - $15,000 · Spouse Aug 10, 2023 Jan 25, 2022 ▼ 13.7%−98.6 pts vs S&P Filing
SBUXStarbucks Sale (full)$15,001 - $50,000 · Spouse Feb 13, 2022 Jan 25, 2022 ▲ 20.5%−64.4 pts vs S&P Filing
DISThe Walt Disney Company Sale (full)$1,001 - $15,000 · Spouse Feb 13, 2022 Jan 25, 2022 ▼ 13.7%−98.6 pts vs S&P Filing
SSBSouthstate Bank Corp Sale (partial)$50,001 - $100,000 · Spouse Aug 10, 2023 Jan 18, 2022 ▲ 36.2%−39.8 pts vs S&P Filing
SSBSouthstate Bank Corp Sale (partial)$50,001 - $100,000 · Spouse Aug 10, 2023 Jan 13, 2022 ▲ 30.8%−42.1 pts vs S&P Filing
WMWaste Management Purchase$15,001 - $50,000 · Spouse Aug 10, 2023 Jan 13, 2022 ▲ 60.7%−12.2 pts vs S&P Filing
PYPLPayPal Sale (full)$1,001 - $15,000 · Spouse Aug 10, 2023 Oct 22, 2021 ▼ 75.4%−153.4 pts vs S&P Filing
PYPLPayPal Sale (full)$15,001 - $50,000 · Spouse Aug 10, 2023 Oct 22, 2021 ▼ 75.4%−153.4 pts vs S&P Filing
PYPLPayPal Sale (full)$1,001 - $15,000 · Spouse Nov 10, 2021 Oct 22, 2021 ▼ 75.4%−153.4 pts vs S&P Filing
FCXFreeport-McMoRan Sale (full)$15,001 - $50,000 · Spouse Aug 10, 2023 Oct 7, 2021 ▲ 92.7%+8.9 pts vs S&P Filing
FCXFreeport-McMoRan Sale (full)$1,001 - $15,000 · Spouse Aug 10, 2023 Oct 4, 2021 ▲ 102.2%+14.1 pts vs S&P Filing
FCXFreeport-McMoRan Sale (full)$1,001 - $15,000 · Spouse Nov 10, 2021 Oct 4, 2021 ▲ 102.2%+14.1 pts vs S&P Filing
SSBSouthstate Bank Corp Sale (partial)$100,001 - $250,000 · Spouse Aug 10, 2023 Sep 28, 2021 ▲ 62.2%−23.7 pts vs S&P Filing
PYPLPayPal Purchase$15,001 - $50,000 · Spouse Aug 10, 2023 Jul 15, 2021 ▼ 80.1%−166.1 pts vs S&P Filing
PFEPfizer Purchase$15,001 - $50,000 · Spouse Aug 10, 2023 Jul 15, 2021 ▼ 1.8%−87.9 pts vs S&P Filing
DOVDover Corporation Purchase$15,001 - $50,000 · Spouse Aug 10, 2023 Jun 15, 2021 ▲ 50.0%−41.1 pts vs S&P Filing
DOVDover Corporation Purchase$15,001 - $50,000 · Spouse Nov 8, 2021 Jun 15, 2021 ▲ 50.0%−41.1 pts vs S&P Filing
SSBSouthstate Bank Corp Sale (partial)$15,001 - $50,000 · Spouse Aug 10, 2023 Jun 9, 2021 ▲ 39.5%−52.9 pts vs S&P Filing
ACNAccenture Purchase$50,001 - $100,000 · Spouse Aug 10, 2023 May 13, 2021 ▼ 2.1%−99.9 pts vs S&P Filing
SSBSouthstate Bank Corp Sale (partial)$15,001 - $50,000 · Spouse Aug 10, 2023 May 13, 2021 ▲ 36.0%−61.7 pts vs S&P Filing
ACNAccenture Purchase$50,001 - $100,000 Jun 12, 2021 May 13, 2021 ▼ 2.1%−99.9 pts vs S&P Filing
SSBSouthstate Bank Corp Sale (full)$15,001 - $50,000 Jun 12, 2021 May 13, 2021 ▲ 36.0%−61.7 pts vs S&P Filing
ALBAlbemarle Corporation Purchase$15,001 - $50,000 · Spouse Aug 10, 2023 May 4, 2021 ▼ 40.5%−135.7 pts vs S&P Filing
JNJJohnson & Johnson Purchase$15,001 - $50,000 · Spouse Aug 10, 2023 May 4, 2021 ▲ 84.5%−10.7 pts vs S&P Filing
ALBAlbemarle Corporation Purchase$15,001 - $50,000 Jun 12, 2021 May 4, 2021 ▼ 40.5%−135.7 pts vs S&P Filing
JNJJohnson & Johnson Purchase$15,001 - $50,000 Jun 12, 2021 May 4, 2021 ▲ 84.5%−10.7 pts vs S&P Filing
TMOThermo Fisher Scientific Sale (partial)$15,001 - $50,000 · Spouse Aug 10, 2023 Apr 12, 2021 ▲ 48.8%−48.3 pts vs S&P Filing
TMOThermo Fisher Scientific Sale (partial)$15,001 - $50,000 May 9, 2021 Apr 12, 2021 ▲ 48.8%−48.3 pts vs S&P Filing
CHDChurch & Dwight Sale (full)$15,001 - $50,000 · Spouse Aug 10, 2023 Mar 10, 2021 ▲ 44.1%−64.9 pts vs S&P Filing
MRKMerck & Co. Sale (full)$15,001 - $50,000 · Spouse Aug 10, 2023 Mar 10, 2021 ▲ 140.9%+31.9 pts vs S&P Filing
NEENextEra Energy Purchase$1,001 - $15,000 · Spouse Aug 10, 2023 Mar 10, 2021 ▲ 30.4%−78.6 pts vs S&P Filing
TMOThermo Fisher Scientific Purchase$15,001 - $50,000 · Spouse Aug 10, 2023 Mar 10, 2021 ▲ 60.7%−48.3 pts vs S&P Filing
DISThe Walt Disney Company Purchase$15,001 - $50,000 · Spouse Aug 10, 2023 Mar 10, 2021 ▼ 39.6%−148.6 pts vs S&P Filing
CHDChurch & Dwight Sale (full)$15,001 - $50,000 Apr 6, 2021 Mar 10, 2021 ▲ 44.1%−64.9 pts vs S&P Filing
MRKMerck & Co. Sale (full)$15,001 - $50,000 Apr 6, 2021 Mar 10, 2021 ▲ 140.9%+31.9 pts vs S&P Filing
NEENextEra Energy Purchase$1,001 - $15,000 Apr 6, 2021 Mar 10, 2021 ▲ 30.4%−78.6 pts vs S&P Filing
TMOThermo Fisher Scientific Purchase$15,001 - $50,000 Apr 6, 2021 Mar 10, 2021 ▲ 60.7%−48.3 pts vs S&P Filing
DISThe Walt Disney Company Purchase$15,001 - $50,000 Apr 6, 2021 Mar 10, 2021 ▼ 39.6%−148.6 pts vs S&P Filing
DEDeere & Company Purchase$1,001 - $15,000 · Spouse Aug 10, 2023 Feb 26, 2021 ▲ 105.9%−8.1 pts vs S&P Filing
FCXFreeport-McMoRan Purchase$1,001 - $15,000 · Spouse Aug 10, 2023 Feb 26, 2021 ▲ 95.9%−18.1 pts vs S&P Filing
SBUXStarbucks Purchase$1,001 - $15,000 · Spouse Aug 10, 2023 Feb 26, 2021 ▲ 9.6%−104.5 pts vs S&P Filing
DEDeere & Company Purchase$1,001 - $15,000 · Spouse Mar 14, 2021 Feb 26, 2021 ▲ 105.9%−8.1 pts vs S&P Filing
FCXFreeport-McMoRan Purchase$1,001 - $15,000 · Spouse Mar 14, 2021 Feb 26, 2021 ▲ 95.9%−18.1 pts vs S&P Filing
SBUXStarbucks Purchase$1,001 - $15,000 · Spouse Mar 14, 2021 Feb 26, 2021 ▲ 9.6%−104.5 pts vs S&P Filing
SSBSouthstate Bank Corp Sale (partial)$15,001 - $50,000 · Spouse Aug 10, 2023 Feb 18, 2021 ▲ 52.4%−56.0 pts vs S&P Filing
SSBSouthstate Bank Corp Sale (full)$15,001 - $50,000 Mar 14, 2021 Feb 18, 2021 ▲ 52.4%−56.0 pts vs S&P Filing
ALBAlbemarle Corporation Purchase$1,001 - $15,000 · Spouse Aug 10, 2023 Feb 10, 2021 ▼ 38.0%−146.7 pts vs S&P Filing
DEDeere & Company Purchase$15,001 - $50,000 · Spouse Aug 10, 2023 Feb 10, 2021 ▲ 129.2%+20.5 pts vs S&P Filing
FCXFreeport-McMoRan Purchase$15,001 - $50,000 · Spouse Aug 10, 2023 Feb 10, 2021 ▲ 112.7%+4.0 pts vs S&P Filing
PYPLPayPal Purchase$1,001 - $15,000 · Spouse Aug 10, 2023 Feb 10, 2021 ▼ 79.1%−187.8 pts vs S&P Filing
SSBSouthstate Bank Corp Sale (partial)$15,001 - $50,000 · Spouse Aug 10, 2023 Feb 10, 2021 ▲ 53.4%−55.3 pts vs S&P Filing
VZVerizon Sale (full)$1,001 - $15,000 · Spouse Aug 10, 2023 Feb 10, 2021 ▲ 16.6%−92.1 pts vs S&P Filing
ALBAlbemarle Corporation Purchase$1,001 - $15,000 · Spouse Mar 14, 2021 Feb 10, 2021 ▼ 38.0%−146.7 pts vs S&P Filing
DEDeere & Company Purchase$15,001 - $50,000 Mar 14, 2021 Feb 10, 2021 ▲ 129.2%+20.5 pts vs S&P Filing
FCXFreeport-McMoRan Purchase$15,001 - $50,000 Mar 14, 2021 Feb 10, 2021 ▲ 112.7%+4.0 pts vs S&P Filing
PYPLPayPal Purchase$1,001 - $15,000 · Spouse Mar 14, 2021 Feb 10, 2021 ▼ 79.1%−187.8 pts vs S&P Filing
SSBSouthstate Bank Corp Sale (full)$15,001 - $50,000 Mar 14, 2021 Feb 10, 2021 ▲ 53.4%−55.3 pts vs S&P Filing
VZVerizon Sale (full)$1,001 - $15,000 · Spouse Mar 14, 2021 Feb 10, 2021 ▲ 16.6%−92.1 pts vs S&P Filing
VZVerizon Sale (full)$50,001 - $100,000 · Spouse Aug 10, 2023 Jan 26, 2021 ▲ 13.3%−98.8 pts vs S&P Filing
CHDChurch & Dwight Purchase$15,001 - $50,000 · Spouse Aug 10, 2023 Jan 25, 2021 ▲ 34.6%−77.2 pts vs S&P Filing
KMBKimberly-Clark Sale (full)$15,001 - $50,000 · Spouse Aug 10, 2023 Jan 25, 2021 ▼ 2.9%−114.7 pts vs S&P Filing
KMBKimberly-Clark Sale (full)$1,001 - $15,000 · Spouse Aug 10, 2023 Jan 25, 2021 ▼ 2.9%−114.7 pts vs S&P Filing
PYPLPayPal Purchase$15,001 - $50,000 · Spouse Aug 10, 2023 Jan 25, 2021 ▼ 76.2%−187.9 pts vs S&P Filing
TMOThermo Fisher Scientific Purchase$15,001 - $50,000 · Spouse Aug 10, 2023 Jan 25, 2021 ▲ 36.6%−75.2 pts vs S&P Filing
DISThe Walt Disney Company Purchase$15,001 - $50,000 · Spouse Aug 10, 2023 Jan 25, 2021 ▼ 31.5%−143.3 pts vs S&P Filing
SSBSouthstate Bank Corp Sale (partial)$50,001 - $100,000 · Spouse Aug 10, 2023 Jan 13, 2021 ▲ 53.8%−60.6 pts vs S&P Filing
DDominion Energy Sale (full)$15,001 - $50,000 · Spouse Aug 10, 2023 Dec 15, 2020 ▲ 13.5%−107.7 pts vs S&P Filing
DDominion Energy Sale (full)$15,001 - $50,000 · Spouse Aug 10, 2023 Dec 15, 2020 ▲ 13.5%−107.7 pts vs S&P Filing
DDominion Energy Sale (full)$15,001 - $50,000 · Spouse Jan 13, 2021 Dec 15, 2020 ▲ 13.5%−107.7 pts vs S&P Filing
ABBVAbbVie Purchase$15,001 - $50,000 · Spouse Aug 10, 2023 Nov 16, 2020 ▲ 263.2%+137.7 pts vs S&P Filing
CBChubb Limited Purchase$15,001 - $50,000 · Spouse Aug 10, 2023 Nov 16, 2020 ▲ 163.7%+38.2 pts vs S&P Filing
SSBSouthstate Bank Corp Sale (partial)$15,001 - $50,000 · Spouse Aug 10, 2023 Nov 16, 2020 ▲ 72.0%−53.5 pts vs S&P Filing
SBUXStarbucks Purchase$1,001 - $15,000 · Spouse Aug 10, 2023 Nov 16, 2020 ▲ 21.6%−103.9 pts vs S&P Filing
NEENextEra Energy Purchase$15,001 - $50,000 · Spouse Aug 10, 2023 Sep 25, 2020 ▲ 39.2%−109.5 pts vs S&P Filing
NEENextEra Energy Purchase$15,001 - $50,000 Oct 6, 2020 Sep 25, 2020 ▲ 39.2%−109.5 pts vs S&P Filing
CBChubb Limited Purchase$15,001 - $50,000 · Spouse Aug 10, 2023 Jul 2, 2020 ▲ 220.0%+57.1 pts vs S&P Filing
MRKMerck & Co. Purchase$15,001 - $50,000 · Spouse Aug 10, 2023 Jul 2, 2020 ▲ 132.1%−30.8 pts vs S&P Filing
SBUXStarbucks Sale (full)$1,001 - $15,000 · Spouse Aug 10, 2023 Jul 2, 2020 ▲ 62.7%−100.2 pts vs S&P Filing
CBChubb Limited Purchase$15,001 - $50,000 Aug 18, 2020 Jul 2, 2020 ▲ 220.0%+57.1 pts vs S&P Filing
MRKMerck & Co. Purchase$15,001 - $50,000 Aug 18, 2020 Jul 2, 2020 ▲ 132.1%−30.8 pts vs S&P Filing
SBUXStarbucks Sale (full)$1,001 - $15,000 · Spouse Aug 18, 2020 Jul 2, 2020 ▲ 62.7%−100.2 pts vs S&P Filing
DOVDover Corporation Purchase$15,001 - $50,000 · Spouse Oct 20, 2021 Jun 16, 2020 ▲ 134.4%−29.1 pts vs S&P Filing
DOVDover Corporation Purchase$15,001 - $50,000 · Spouse Aug 10, 2023 Jun 15, 2020 ▲ 136.9%−31.6 pts vs S&P Filing
DOVDover Corporation Purchase$15,001 - $50,000 · Spouse Aug 10, 2023 Jun 15, 2020 ▲ 136.9%−31.6 pts vs S&P Filing
MMM3M Sale (full)$15,001 - $50,000 · Spouse Aug 10, 2023 May 14, 2020 ▲ 94.7%−94.6 pts vs S&P Filing
MMM3M Sale (full)$1,001 - $15,000 · Spouse Aug 10, 2023 May 14, 2020 ▲ 94.7%−94.6 pts vs S&P Filing
DOVDover Corporation Sale (full)$15,001 - $50,000 · Spouse Aug 10, 2023 May 14, 2020 ▲ 171.2%−18.1 pts vs S&P Filing
DOVDover Corporation Sale (full)$15,001 - $50,000 · Spouse Aug 10, 2023 May 14, 2020 ▲ 171.2%−18.1 pts vs S&P Filing
HDThe Home Depot Purchase$1,001 - $15,000 · Spouse Aug 10, 2023 May 14, 2020 ▲ 66.0%−123.3 pts vs S&P Filing
HDThe Home Depot Purchase$15,001 - $50,000 · Spouse Aug 10, 2023 May 14, 2020 ▲ 66.0%−123.3 pts vs S&P Filing
MARMarriott International Purchase$15,001 - $50,000 · Spouse Aug 10, 2023 May 14, 2020 ▲ 446.9%+257.6 pts vs S&P Filing
MMM3M Sale (full)$1,001 - $15,000 · Spouse Nov 8, 2021 May 14, 2020 ▲ 94.7%−94.6 pts vs S&P Filing
HDThe Home Depot Purchase$1,001 - $15,000 · Spouse Nov 8, 2021 May 14, 2020 ▲ 66.0%−123.3 pts vs S&P Filing
ABBVAbbVie Purchase$15,001 - $50,000 · Spouse Aug 10, 2023 May 12, 2020 ▲ 305.2%+117.6 pts vs S&P Filing
NEENextEra Energy Purchase$15,001 - $50,000 · Spouse Aug 10, 2023 Apr 17, 2020 ▲ 61.0%−126.7 pts vs S&P Filing
PGProcter & Gamble Purchase$15,001 - $50,000 · Spouse Aug 10, 2023 Apr 17, 2020 ▲ 54.1%−133.5 pts vs S&P Filing
PAYXPaychex Sale (full)$15,001 - $50,000 · Spouse Aug 10, 2023 Apr 15, 2020 ▲ 120.8%−76.0 pts vs S&P Filing
PSXPhillips 66 Sale (full)$15,001 - $50,000 · Spouse Aug 10, 2023 Apr 15, 2020 ▲ 527.4%+330.5 pts vs S&P Filing
SSBSouthstate Bank Corp Sale (partial)$100,001 - $250,000 · Spouse Aug 10, 2023 Apr 15, 2020 ▲ 141.4%−55.4 pts vs S&P Filing
TFCTruist Financial Sale (full)$15,001 - $50,000 · Spouse Aug 10, 2023 Apr 15, 2020 ▲ 112.8%−84.1 pts vs S&P Filing
DISThe Walt Disney Company Sale (full)$15,001 - $50,000 · Spouse Aug 10, 2023 Apr 15, 2020 ▲ 13.9%−182.9 pts vs S&P Filing
TFCTruist Financial Sale (full)$15,001 - $50,000 · Spouse Nov 8, 2021 Apr 15, 2020 ▲ 112.8%−84.1 pts vs S&P Filing
SSBSouthstate Bank Corp Sale (partial)$15,001 - $50,000 · Spouse Aug 10, 2023 Mar 16, 2020 ▲ 128.6%−117.1 pts vs S&P Filing
GOOGLAlphabet Inc. (Class A) Purchase$15,001 - $50,000 · Spouse Aug 10, 2023 Feb 28, 2020 ▲ 320.7%+140.8 pts vs S&P Filing
INTUIntuit Purchase$15,001 - $50,000 · Spouse Aug 10, 2023 Feb 28, 2020 ▲ 37.6%−142.3 pts vs S&P Filing
SBUXStarbucks Purchase$15,001 - $50,000 · Spouse Aug 10, 2023 Feb 28, 2020 ▲ 54.0%−126.0 pts vs S&P Filing
GOOGLAlphabet Inc. (Class A) Purchase$1,001 - $15,000 Jul 20, 2020 Feb 28, 2020 ▲ 320.7%+140.8 pts vs S&P Filing
PSXPhillips 66 Purchase$15,001 - $50,000 · Spouse Aug 10, 2023 Feb 21, 2020 ▲ 296.9%+148.3 pts vs S&P Filing
SSBSouthstate Bank Corp Sale (partial)$50,001 - $100,000 · Spouse Aug 10, 2023 Feb 21, 2020 ▲ 61.4%−87.3 pts vs S&P Filing
SSBSouthstate Bank Corp Sale (full)$50,001 - $100,000 Jul 20, 2020 Feb 21, 2020 ▲ 61.4%−87.3 pts vs S&P Filing
WMTWalmart Purchase$1,001 - $15,000 · Spouse Nov 8, 2021 Feb 20, 2020 ▲ 248.3%+102.2 pts vs S&P Filing
GOOGLAlphabet Inc. (Class A) Purchase$15,001 - $50,000 · Spouse Aug 10, 2023 Dec 27, 2019 ▲ 315.9%+159.1 pts vs S&P Filing
SBUXStarbucks Purchase$1,001 - $15,000 · Spouse Aug 10, 2023 Dec 27, 2019 ▲ 37.6%−119.2 pts vs S&P Filing
CAECAE Inc Sale (full)$1,001 - $15,000 · Spouse Aug 10, 2023 Oct 31, 2019 — Filing
ACNAccenture Sale (full)$15,001 - $50,000 Aug 10, 2023 Oct 17, 2019 ▲ 53.5%−125.0 pts vs S&P Filing
INTUIntuit Sale (full)$50,001 - $100,000 Aug 10, 2023 Oct 17, 2019 ▲ 37.5%−141.0 pts vs S&P Filing
MARMarriott International Sale (full)$15,001 - $50,000 Aug 10, 2023 Oct 17, 2019 ▲ 262.2%+83.8 pts vs S&P Filing
JNJJohnson & Johnson Purchase$1,001 - $15,000 Aug 10, 2023 Oct 2, 2019 ▲ 144.1%−45.3 pts vs S&P Filing
ABTAbbott Laboratories Purchase$15,001 - $50,000 · Spouse Aug 10, 2023 Sep 27, 2019 ▲ 52.6%−129.5 pts vs S&P Filing
ACNAccenture Purchase$15,001 - $50,000 · Spouse Aug 10, 2023 Sep 27, 2019 ▲ 49.8%−132.3 pts vs S&P Filing
AMGNAmgen Purchase$15,001 - $50,000 · Spouse Aug 10, 2023 Sep 27, 2019 ▲ 192.5%+10.3 pts vs S&P Filing
DISThe Walt Disney Company Purchase$15,001 - $50,000 Aug 10, 2023 Sep 27, 2019 ▼ 8.8%−191.0 pts vs S&P Filing
BLKBlackRock Purchase$15,001 - $50,000 Aug 10, 2023 Sep 24, 2019 ▲ 210.7%+29.0 pts vs S&P Filing
DOVDover Corporation Purchase$15,001 - $50,000 Aug 10, 2023 Sep 17, 2019 ▲ 137.0%−41.3 pts vs S&P Filing
ABTAbbott Laboratories Purchase$15,001 - $50,000 Aug 10, 2023 Sep 13, 2019 ▲ 48.2%−129.8 pts vs S&P Filing
SSBSouthstate Bank Corp Sale (partial)$15,001 - $50,000 Aug 10, 2023 Sep 12, 2019 ▲ 63.8%−114.1 pts vs S&P Filing
AMZNAmazon Purchase$15,001 - $50,000 Aug 10, 2023 Sep 10, 2019 ▲ 176.8%−4.0 pts vs S&P Filing
AWKAmerican Water Works Purchase$15,001 - $50,000 Aug 10, 2023 Sep 10, 2019 ▲ 38.9%−141.9 pts vs S&P Filing
COSTCostco Purchase$15,001 - $50,000 Aug 10, 2023 Sep 10, 2019 ▲ 279.6%+98.8 pts vs S&P Filing
KMBKimberly-Clark Purchase$15,001 - $50,000 Aug 10, 2023 Sep 10, 2019 ▲ 4.9%−175.9 pts vs S&P Filing
SHWSherwin-Williams Purchase$50,001 - $100,000 Aug 10, 2023 Sep 10, 2019 ▲ 108.8%−72.0 pts vs S&P Filing
SSBSouthstate Bank Corp Sale (partial)$15,001 - $50,000 Aug 10, 2023 Sep 10, 2019 ▲ 69.0%−111.8 pts vs S&P Filing
AMGNAmgen Purchase$15,001 - $50,000 Aug 10, 2023 Aug 29, 2019 ▲ 175.4%−10.7 pts vs S&P Filing
INTUIntuit Purchase$50,001 - $100,000 Aug 10, 2023 Aug 29, 2019 ▲ 28.0%−158.2 pts vs S&P Filing
VZVerizon Purchase$50,001 - $100,000 Aug 10, 2023 Aug 29, 2019 ▲ 17.9%−168.3 pts vs S&P Filing
ACNAccenture Purchase$15,001 - $50,000 Aug 10, 2023 Aug 28, 2019 ▲ 45.7%−144.1 pts vs S&P Filing
MSFTMicrosoft Corporation Purchase$15,001 - $50,000 Aug 10, 2023 Aug 27, 2019 ▲ 309.1%+117.2 pts vs S&P Filing
PAYXPaychex Purchase$15,001 - $50,000 Aug 10, 2023 Aug 27, 2019 ▲ 80.2%−111.6 pts vs S&P Filing
MMM3M Purchase$15,001 - $50,000 Aug 10, 2023 Aug 22, 2019 ▲ 67.5%−118.8 pts vs S&P Filing
MARMarriott International Purchase$15,001 - $50,000 Aug 10, 2023 Aug 22, 2019 ▲ 240.9%+54.5 pts vs S&P Filing
WMTWalmart Purchase$15,001 - $50,000 Aug 10, 2023 Aug 22, 2019 ▲ 268.0%+81.6 pts vs S&P Filing
MMM3M Purchase$15,001 - $50,000 · Spouse Aug 10, 2023 Jun 19, 2019 ▲ 59.3%−127.8 pts vs S&P Filing
KMBKimberly-Clark Purchase$1,001 - $15,000 · Spouse Aug 10, 2023 Jun 7, 2019 ▲ 2.7%−189.8 pts vs S&P Filing
SSBSouthstate Bank Corp Sale (partial)$15,001 - $50,000 Aug 10, 2023 May 22, 2019 ▲ 81.1%−113.4 pts vs S&P Filing
MMM3M Sale (full)$1,001 - $15,000 · Spouse Aug 10, 2023 May 17, 2019 ▲ 62.2%−132.1 pts vs S&P Filing
DOVDover Corporation Purchase$15,001 - $50,000 · Spouse Aug 10, 2023 May 15, 2019 ▲ 145.8%−49.4 pts vs S&P Filing
CCLCarnival Corporation Sale (full)$1,001 - $15,000 · Spouse Aug 10, 2023 Apr 11, 2019 ▼ 40.8%−232.8 pts vs S&P Filing
CAECAE Inc Purchase$1,001 - $15,000 · Spouse Aug 10, 2023 Apr 9, 2019 — Filing
FDXFedEx Sale (full)$1,001 - $15,000 · Spouse Aug 10, 2023 Apr 9, 2019 ▲ 139.0%−53.8 pts vs S&P Filing
SSBSouthstate Bank Corp Sale (partial)$15,001 - $50,000 Aug 10, 2023 Feb 7, 2019 ▲ 92.5%−120.3 pts vs S&P Filing
TELTE Connectivity Sale (full)$1,001 - $15,000 · Spouse Aug 10, 2023 Nov 20, 2018 ▲ 236.8%+15.0 pts vs S&P Filing
WMTWalmart Purchase$1,001 - $15,000 · Spouse Aug 10, 2023 Jun 28, 2018 ▲ 392.6%+177.5 pts vs S&P Filing
PAYXPaychex Purchase$1,001 - $15,000 · Spouse Aug 10, 2023 May 23, 2018 ▲ 130.6%−83.1 pts vs S&P Filing
WMTWalmart Sale (full)$1,001 - $15,000 · Spouse Aug 10, 2023 May 23, 2018 ▲ 409.6%+195.8 pts vs S&P Filing
DOVDover Corporation Sale (full)$15,001 - $50,000 · Spouse Aug 10, 2023 Apr 11, 2018 ▲ 220.1%−5.1 pts vs S&P Filing
CICigna Sale (full)$15,001 - $50,000 · Spouse Aug 10, 2023 Feb 7, 2018 ▲ 67.8%−153.8 pts vs S&P Filing
CCLCarnival Corporation Purchase$1,001 - $15,000 · Spouse Aug 10, 2023 Jan 29, 2018 ▼ 55.1%−257.6 pts vs S&P Filing
PGProcter & Gamble Sale (full)$1,001 - $15,000 · Spouse Aug 10, 2023 Jan 29, 2018 ▲ 135.1%−67.4 pts vs S&P Filing
WMTWalmart Purchase$1,001 - $15,000 · Spouse Aug 10, 2023 Jan 25, 2018 ▲ 301.7%+97.7 pts vs S&P Filing
MRKMerck & Co. Sale (full)$1,001 - $15,000 · Spouse Aug 10, 2023 Nov 30, 2017 ▲ 259.0%+32.4 pts vs S&P Filing
TELTE Connectivity Purchase$1,001 - $15,000 · Spouse Aug 10, 2023 Nov 30, 2017 ▲ 168.9%−57.6 pts vs S&P Filing
DISThe Walt Disney Company Purchase$1,001 - $15,000 · Spouse Aug 10, 2023 Nov 30, 2017 ▲ 16.4%−210.1 pts vs S&P Filing
FDXFedEx Purchase$1,001 - $15,000 · Spouse Aug 10, 2023 May 16, 2017 ▲ 138.8%−125.3 pts vs S&P Filing
GEGE Aerospace Sale (full)$1,001 - $15,000 · Spouse Aug 10, 2023 May 16, 2017 ▲ 160.5%−103.6 pts vs S&P Filing
COSTCostco Purchase$15,001 - $50,000 · Spouse Aug 10, 2023 Apr 27, 2017 ▲ 579.2%+312.9 pts vs S&P Filing
XOMExxonMobil Sale (full)$1,001 - $15,000 · Spouse Aug 10, 2023 Apr 27, 2017 ▲ 230.8%−35.6 pts vs S&P Filing
ORealty Income Sale (full)$15,001 - $50,000 · Spouse Aug 10, 2023 Feb 13, 2017 ▲ 53.5%−223.6 pts vs S&P 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 −0.5% −1.2% 44% 115 −1.5% (115)
Purchases 90 days −0.5% −1.4% 45% 114 −3.3% (112)
Sales 30 days −0.9% −0.8% 45% 113 −3.2% (111)
Sales 90 days −5.1% −4.3% 38% 110 −3.5% (109)

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