Robert J. Wittman: stock trades

Republican, Representative for VA's 1st district. Value ranges as filed, never exact figures.

Activity

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

Robert J. Wittman: purchases and sales per month

Show as a table

Month	Purchases	Sales
Dec 2024	0	0
Jan 2025	0	0
Feb 2025	0	0
Mar 2025	0	0
Apr 2025	0	0
May 2025	0	0
Jun 2025	0	0
Jul 2025	0	0
Aug 2025	0	0
Sep 2025	0	0
Oct 2025	0	0
Nov 2025	0	0
Dec 2025	0	0
Jan 2026	0	0
Feb 2026	0	0
Mar 2026	0	0
Apr 2026	0	0
May 2026	0	0
Jun 2026	0	1
Jul 2026	0	0
Aug 2026	0	0
Sep 2026	0	0
Oct 2026	0	0
Nov 2026	0	0

Trades, 24 months: 1
Purchases: 0
Sales: 1
In 2026: 1

Top sectors

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

Health Care22% of trades 41 trades: 20 purchases, 21 sales
Financials14% of trades 26 trades: 16 purchases, 10 sales
Consumer Discretionary12% of trades 22 trades: 16 purchases, 6 sales
Consumer Staples11% of trades 21 trades: 13 purchases, 8 sales
Technology11% of trades 20 trades: 11 purchases, 9 sales
Industrials9% of trades 17 trades: 9 purchases, 8 sales

Would copying Robert J. Wittman’s trades have beaten the S&P 500?

Copying Robert J. Wittman’s disclosed holdings (starting from the holdings in each annual disclosure report once it was published, then adding purchases and taking off sales as each trade report became public, sized by the amounts reported, with call options counted as the stock until they expired) would have turned $10,000 on October 16, 2015 into $37,951 by November 2, 2026, against $44,517 in the S&P 500: +12.9% a year against +14.5%, with a beta of 0.85. Selling each purchase after 6 months instead would have made +10.4% a year. Six months after each report, the average share purchase was −0.6% against the S&P 500 (median +0.8%), and 52% beat it, well within what luck alone would produce. Measured from the trade date instead, the member’s own timing, the average was −2.5%. Reports arrived a median of 30 days after the trade.

Copying Robert J. WittmanS&P 500, buy and hold $10,000 copying Robert J. Wittman’s disclosed holdings from October 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.

Robert J. Wittman: 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	106	−1.1%	−0.1%	50%	-0.97	No reliable evidence
Purchases, 6 months after the report	106	−0.6%	+0.8%	52%	-0.42	No reliable evidence
Purchases, 3 months after the trade	106	−2.6%	−0.7%	45%	-2.07	Some evidence: behind
Purchases, 6 months after the trade	106	−2.5%	−2.2%	45%	-1.47	Strong evidence: behind
Sales, 6 months after the report	78	+4.6%	+1.9%	45%	2.20	No reliable evidence

Return a year, copying: +12.9%
S&P 500, same dates: +14.5%
Yearly swing (S&P 500): 16% (18%)
Sharpe ratio (S&P 500): 0.68 (0.73)
Biggest drop (S&P 500): −36% (−34%)
Market sensitivity (beta): 0.85

“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 Robert J. Wittman 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.

Robert J. Wittman: companies traded

AAPLApple Inc.	4$18,004–$95,000	3$3,003–$45,000	Sep 15, 2015	Sep 28, 2023	—
CVSCVS Health	2$2,002–$30,000	5$5,005–$75,000	Sep 15, 2015	Dec 31, 2020	—
ABBVAbbVie	3$3,003–$45,000	2$2,002–$30,000	Sep 15, 2015	Sep 28, 2023	—
ABTAbbott Laboratories	2$2,002–$30,000	3$3,003–$45,000	Sep 23, 2015	Jul 15, 2022	▼ 0.2%−80.2 pts vs S&P
MSFTMicrosoft Corporation	3$3,003–$45,000	2$2,002–$30,000	Sep 15, 2015	Sep 28, 2023	—
TJXTJX Companies	3$3,003–$45,000	2$2,002–$30,000	Sep 13, 2021	Jul 15, 2022	▲ 114.6%+33.5 pts vs S&P
WMTWalmart	3$3,003–$45,000	2$2,002–$30,000	Dec 14, 2021	Sep 28, 2023	▲ 173.8%+99.9 pts vs S&P
AMZNAmazon	3$3,003–$45,000	1$1,001–$15,000	Jun 16, 2022	Sep 28, 2023	▲ 143.1%+24.7 pts vs S&P
DGDollar General	2$2,002–$30,000	2$2,002–$30,000	Sep 4, 2019	Jul 21, 2023	▼ 8.2%−193.0 pts vs S&P
IFFInternational Flavors & Fragrances	2$2,002–$30,000	2$2,002–$30,000	Nov 29, 2019	Sep 15, 2023	▼ 21.5%−186.7 pts vs S&P
MAMastercard	3$3,003–$45,000	1$1,001–$15,000	Feb 28, 2022	Dec 7, 2023	▲ 84.5%+0.5 pts vs S&P
ACNAccenture	2$2,002–$30,000	1$1,001–$15,000	Sep 15, 2015	Apr 21, 2023	—
BAXBaxter International	1$1,001–$15,000	2$2,002–$30,000	Jun 16, 2022	Jan 20, 2023	▼ 57.7%−164.7 pts vs S&P
CATCaterpillar Inc.	2$2,002–$30,000	1$1,001–$15,000	Jan 13, 2021	Sep 28, 2023	▲ 252.6%+138.2 pts vs S&P
CMCSAComcast	2$2,002–$30,000	1$1,001–$15,000	Jul 27, 2017	Dec 7, 2022	▼ 17.0%−268.9 pts vs S&P
ELVElevance Health	2$2,002–$30,000	1$1,001–$15,000	Nov 8, 2019	Jan 3, 2023	▲ 61.7%−108.1 pts vs S&P
GEGE Aerospace	2$2,002–$30,000	1$1,001–$15,000	Mar 31, 2021	Jun 16, 2022	▲ 402.2%+297.5 pts vs S&P
JNJJohnson & Johnson	1$1,001–$15,000	2$2,002–$30,000	Sep 15, 2015	Sep 13, 2021	—
JPMJPMorgan Chase	2$2,002–$30,000	1$1,001–$15,000	Sep 15, 2015	Sep 28, 2023	—
LOWLowe's	2$2,002–$30,000	1$1,001–$15,000	Sep 15, 2015	Mar 31, 2021	—
PMPhilip Morris International	2$2,002–$30,000	1$1,001–$15,000	Apr 9, 2018	Jan 22, 2019	▲ 218.3%−10.3 pts vs S&P
SBUXStarbucks	2$2,002–$30,000	1$1,001–$15,000	Sep 4, 2019	May 10, 2022	▲ 26.9%−157.9 pts vs S&P
SLBSchlumberger	2$2,002–$30,000	1$1,001–$15,000	Apr 20, 2016	Jun 10, 2019	▼ 13.5%−338.1 pts vs S&P
TAT&T	2$2,002–$30,000	1$1,001–$15,000	Sep 15, 2015	Dec 16, 2021	—
AVGOBroadcom	1$1,001–$15,000	1$1,001–$15,000	Apr 22, 2021	Jun 13, 2023	▲ 709.6%+612.8 pts vs S&P
AXPAmerican Express	2$2,002–$30,000	0	Aug 14, 2019	Oct 16, 2020	▲ 191.2%−3.8 pts vs S&P
BABoeing	1$1,001–$15,000	1$1,001–$15,000	Sep 15, 2015	May 5, 2016	—
BDXBecton Dickinson	1$1,001–$15,000	1$1,001–$15,000	Jan 20, 2017	May 22, 2020	▲ 73.9%−213.3 pts vs S&P
BMYBristol Myers Squibb	1$1,001–$15,000	1$1,001–$15,000	Sep 15, 2015	Jan 12, 2016	—
BSXBoston Scientific	1$1,001–$15,000	1$1,001–$15,000	Oct 2, 2020	Dec 16, 2021	▲ 12.8%−132.1 pts vs S&P
CCICrown Castle	1$1,001–$15,000	1$1,001–$15,000	Jul 2, 2020	Jun 30, 2026	▼ 32.8%−195.7 pts vs S&P
CSCOCisco	0	2$2,002–$30,000	Aug 26, 2021	Apr 20, 2023	—
EOGEOG Resources	1$1,001–$15,000	1$1,001–$15,000	Dec 16, 2021	Sep 28, 2023	▲ 123.2%+50.3 pts vs S&P
FISFidelity National Information Services	1$1,001–$15,000	1$1,001–$15,000	Sep 15, 2015	Sep 15, 2023	—
GOOGLAlphabet Inc. (Class A)	1$1,001–$15,000	1$1,001–$15,000	Aug 10, 2022	Sep 28, 2023	▲ 135.4%+45.5 pts vs S&P
HIGThe Hartford	1$1,001–$15,000	1$1,001–$15,000	Mar 29, 2022	Sep 28, 2023	▲ 101.0%+27.5 pts vs S&P
HONHoneywell Technologies	1$1,001–$15,000	1$1,001–$15,000	Sep 15, 2015	Jan 14, 2022	—
KMBKimberly-Clark	1$1,001–$15,000	1$1,001–$15,000	Jul 2, 2020	Jul 31, 2023	▼ 6.0%−168.9 pts vs S&P
KMIKinder Morgan	1$1,001–$15,000	1$1,001–$15,000	Sep 15, 2015	Sep 28, 2023	—
LMTLockheed Martin	1$1,001–$15,000	1$1,001–$15,000	May 6, 2016	Jan 14, 2022	▲ 252.6%−81.1 pts vs S&P
MCDMcDonald's	1$1,001–$15,000	1$1,001–$15,000	Apr 6, 2020	Dec 21, 2022	▲ 72.5%−138.8 pts vs S&P
MRKMerck & Co.	1$1,001–$15,000	1$1,001–$15,000	Mar 30, 2020	Feb 28, 2022	▲ 139.5%−75.6 pts vs S&P
NEENextEra Energy	1$1,001–$15,000	1$1,001–$15,000	Sep 15, 2015	Dec 14, 2021	—
PFEPfizer	1$1,001–$15,000	1$1,001–$15,000	Sep 15, 2015	Jan 10, 2019	—
PGRProgressive Corporation	1$1,001–$15,000	1$1,001–$15,000	Oct 2, 2020	Feb 18, 2021	▲ 185.6%+40.7 pts vs S&P
PLDPrologis	1$1,001–$15,000	1$1,001–$15,000	Sep 4, 2019	Sep 28, 2023	▲ 84.3%−100.4 pts vs S&P
PNCPNC Financial Services	1$1,001–$15,000	1$1,001–$15,000	Jan 8, 2019	Jun 22, 2020	▲ 151.7%−77.4 pts vs S&P
PSXPhillips 66	1$1,001–$15,000	1$1,001–$15,000	Sep 15, 2015	Aug 17, 2023	—
RGLDRoyal Gold Inc	1$1,001–$15,000	1$1,001–$15,000	Jul 2, 2020	Sep 1, 2021	▲ 105.4%−57.5 pts vs S&P
SCHWCharles Schwab Corporation	2$2,002–$30,000	0	Jan 10, 2020	Oct 16, 2020	▲ 104.4%−50.2 pts vs S&P
TGTTarget Corporation	1$1,001–$15,000	1$1,001–$15,000	Mar 10, 2020	Dec 16, 2021	▲ 69.7%−117.8 pts vs S&P
UNHUnitedHealth Group	1$1,001–$15,000	1$1,001–$15,000	Sep 15, 2015	Sep 28, 2023	—
UNPUnion Pacific Corporation	1$1,001–$15,000	1$1,001–$15,000	Sep 15, 2015	Jul 27, 2023	—
UPSUnited Parcel Service	1$1,001–$15,000	1$1,001–$15,000	Sep 4, 2019	May 14, 2021	▲ 22.3%−162.5 pts vs S&P
VVisa Inc.	1$1,001–$15,000	1$1,001–$15,000	Jul 2, 2020	Jan 13, 2021	▲ 125.0%−37.9 pts vs S&P
XOMExxonMobil	2$2,002–$30,000	0	May 21, 2020	Apr 20, 2023	▲ 419.6%+240.0 pts vs S&P
AMTAmerican Tower	1$1,001–$15,000	0	Sep 7, 2023	Sep 7, 2023	▲ 14.9%−61.4 pts vs S&P
BLKBlackRock	0	1$1,001–$15,000	Aug 15, 2019	Aug 15, 2019	—
CBChubb Limited	0	1$1,001–$15,000	Jun 13, 2023	Jun 13, 2023	—
CLColgate-Palmolive	1$1,001–$15,000	0	Sep 15, 2015	Sep 15, 2015	—

The 60 most traded of 84 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.

Robert J. Wittman: trades in companies we cover
					Report
CCICrown Castle	Sale (full)$1,001 - $15,000	Jul 10, 2026	Jun 30, 2026	▲ 15.5%+14.3 pts vs S&P	Filing for CCI on Jun 30, 2026
MAMastercard	Purchase$1,001 - $15,000	Jan 5, 2023	Dec 7, 2023date after report	—	Filing for MA on Dec 7, 2023
ABBVAbbVie	Sale (full)$1,001 - $15,000	Oct 19, 2023	Sep 28, 2023	▲ 109.2%+26.8 pts vs S&P	Filing for ABBV on Sep 28, 2023
GOOGLAlphabet Inc. (Class A)	Sale (full)$1,001 - $15,000	Oct 19, 2023	Sep 28, 2023	▲ 112.9%+30.5 pts vs S&P	Filing for GOOGL on Sep 28, 2023
AMZNAmazon	Sale (full)$1,001 - $15,000	Oct 19, 2023	Sep 28, 2023	▲ 100.0%+17.6 pts vs S&P	Filing for AMZN on Sep 28, 2023
AAPLApple Inc.	Sale (full)$1,001 - $15,000	Oct 19, 2023	Sep 28, 2023	▲ 96.5%+14.1 pts vs S&P	Filing for AAPL on Sep 28, 2023
CATCaterpillar Inc.	Sale (full)$1,001 - $15,000	Oct 19, 2023	Sep 28, 2023	▲ 135.7%+53.3 pts vs S&P	Filing for CAT on Sep 28, 2023
EOGEOG Resources	Sale (full)$1,001 - $15,000	Oct 19, 2023	Sep 28, 2023	▲ 34.1%−48.3 pts vs S&P	Filing for EOG on Sep 28, 2023
HIGThe Hartford	Sale (full)$1,001 - $15,000	Oct 19, 2023	Sep 28, 2023	▲ 97.6%+15.2 pts vs S&P	Filing for HIG on Sep 28, 2023
JPMJPMorgan Chase	Sale (full)$1,001 - $15,000	Oct 19, 2023	Sep 28, 2023	▲ 145.0%+62.5 pts vs S&P	Filing for JPM on Sep 28, 2023
KMIKinder Morgan	Sale (full)$1,001 - $15,000	Oct 19, 2023	Sep 28, 2023	—	Filing for KMI on Sep 28, 2023
MSFTMicrosoft Corporation	Sale (full)$1,001 - $15,000	Oct 19, 2023	Sep 28, 2023	▲ 70.4%−12.1 pts vs S&P	Filing for MSFT on Sep 28, 2023
PLDPrologis	Sale (full)$1,001 - $15,000	Oct 19, 2023	Sep 28, 2023	▲ 26.4%−56.1 pts vs S&P	Filing for PLD on Sep 28, 2023
UNHUnitedHealth Group	Sale (full)$1,001 - $15,000	Oct 19, 2023	Sep 28, 2023	▼ 16.1%−98.6 pts vs S&P	Filing for UNH on Sep 28, 2023
WMTWalmart	Sale (full)$1,001 - $15,000	Oct 19, 2023	Sep 28, 2023	▲ 137.7%+55.2 pts vs S&P	Filing for WMT on Sep 28, 2023
FISFidelity National Information Services	Sale (full)$1,001 - $15,000	Oct 19, 2023	Sep 15, 2023	▼ 24.9%−101.2 pts vs S&P	Filing for FIS on Sep 15, 2023
IFFInternational Flavors & Fragrances	Sale (full)$1,001 - $15,000	Oct 19, 2023	Sep 15, 2023	▲ 44.6%−31.8 pts vs S&P	Filing for IFF on Sep 15, 2023
AMTAmerican Tower	Purchase$1,001 - $15,000	Oct 19, 2023	Sep 7, 2023	▲ 14.9%−61.4 pts vs S&P	Filing for AMT on Sep 7, 2023
PSXPhillips 66	Sale (full)$1,001 - $15,000	Sep 30, 2023	Aug 17, 2023	▲ 165.9%+86.1 pts vs S&P	Filing for PSX on Aug 17, 2023
KMBKimberly-Clark	Sale (full)$1,001 - $15,000	Sep 30, 2023	Jul 31, 2023	▼ 5.9%−77.3 pts vs S&P	Filing for KMB on Jul 31, 2023
PGProcter & Gamble	Purchase$1,001 - $15,000	Sep 30, 2023	Jul 31, 2023	▲ 12.7%−58.7 pts vs S&P	Filing for PG on Jul 31, 2023
UNPUnion Pacific Corporation	Sale (partial)$1,001 - $15,000	Sep 30, 2023	Jul 27, 2023	▲ 41.3%−32.1 pts vs S&P	Filing for UNP on Jul 27, 2023
DGDollar General	Sale (full)$1,001 - $15,000	Sep 30, 2023	Jul 21, 2023	▼ 16.3%−89.8 pts vs S&P	Filing for DG on Jul 21, 2023
ZTSZoetis	Purchase$1,001 - $15,000	Sep 30, 2023	Jul 21, 2023	▼ 52.6%−126.1 pts vs S&P	Filing for ZTS on Jul 21, 2023
AVGOBroadcom	Sale (partial)$1,001 - $15,000	Sep 30, 2023	Jun 13, 2023	▲ 307.6%+227.2 pts vs S&P	Filing for AVGO on Jun 13, 2023
CBChubb Limited	Sale (full)$1,001 - $15,000	Sep 30, 2023	Jun 13, 2023	▲ 99.2%+18.8 pts vs S&P	Filing for CB on Jun 13, 2023
SPGIS&P Global	Purchase$1,001 - $15,000	Sep 30, 2023	Jun 13, 2023	▲ 29.3%−51.0 pts vs S&P	Filing for SPGI on Jun 13, 2023
JPMJPMorgan Chase	Purchase$1,001 - $15,000	Jun 9, 2023	May 30, 2023	▲ 164.9%+77.4 pts vs S&P	Filing for JPM on May 30, 2023
ACNAccenture	Sale (partial)$1,001 - $15,000	Sep 30, 2023	Apr 21, 2023	▼ 1.7%−92.8 pts vs S&P	Filing for ACN on Apr 21, 2023
CSCOCisco	Sale (full)$1,001 - $15,000	May 7, 2023	Apr 20, 2023	▲ 141.9%+50.7 pts vs S&P	Filing for CSCO on Apr 20, 2023
XOMExxonMobil	Purchase$1,001 - $15,000	May 7, 2023	Apr 20, 2023	▲ 72.4%−18.8 pts vs S&P	Filing for XOM on Apr 20, 2023
MSFTMicrosoft Corporation	Sale (partial)$1,001 - $15,000	Mar 5, 2023	Feb 3, 2023	▲ 108.3%+16.5 pts vs S&P	Filing for MSFT on Feb 3, 2023
BAXBaxter International	Sale (full)$1,001 - $15,000	Feb 15, 2023	Jan 20, 2023	▼ 38.0%−137.7 pts vs S&P	Filing for BAX on Jan 20, 2023
ELVElevance Health	Sale (partial)$1,001 - $15,000	Feb 15, 2023	Jan 3, 2023	▼ 12.6%−120.2 pts vs S&P	Filing for ELV on Jan 3, 2023
DGDollar General	Purchase$1,001 - $15,000	Jan 5, 2023	Dec 21, 2022	▼ 42.3%−147.0 pts vs S&P	Filing for DG on Dec 21, 2022
MCDMcDonald's	Sale (partial)$1,001 - $15,000	Jan 5, 2023	Dec 21, 2022	▲ 6.9%−97.8 pts vs S&P	Filing for MCD on Dec 21, 2022
MAMastercard	Purchase$1,001 - $15,000	Aug 13, 2023	Dec 7, 2022	▲ 90.8%−11.2 pts vs S&P	Filing for MA on Dec 7, 2022
CMCSAComcast	Purchase$1,001 - $15,000	Jan 5, 2023	Dec 7, 2022	▼ 15.5%−117.5 pts vs S&P	Filing for CMCSA on Dec 7, 2022
AMZNAmazon	Purchase$1,001 - $15,000	Dec 8, 2022	Nov 18, 2022	▲ 167.7%+67.1 pts vs S&P	Filing for AMZN on Nov 18, 2022
AAPLApple Inc.	Purchase$1,001 - $15,000	Dec 8, 2022	Nov 17, 2022	▲ 123.5%+22.1 pts vs S&P	Filing for AAPL on Nov 17, 2022
ACNAccenture	Purchase$1,001 - $15,000	Aug 13, 2023	Oct 8, 2022	▲ 6.7%−113.9 pts vs S&P	Filing for ACN on Oct 8, 2022
CMCSAComcast	Sale (full)$1,001 - $15,000	Oct 5, 2022	Sep 15, 2022	▼ 13.2%−117.6 pts vs S&P	Filing for CMCSA on Sep 15, 2022
IFFInternational Flavors & Fragrances	Sale (partial)$1,001 - $15,000	Oct 5, 2022	Sep 15, 2022	▼ 1.8%−106.2 pts vs S&P	Filing for IFF on Sep 15, 2022
MAMastercard	Sale (partial)$1,001 - $15,000	Oct 5, 2022	Sep 15, 2022	▲ 109.5%+5.0 pts vs S&P	Filing for MA on Sep 15, 2022
GOOGLAlphabet Inc. (Class A)	Purchase$1,001 - $15,000	Sep 10, 2022	Aug 10, 2022	▲ 135.4%+45.5 pts vs S&P	Filing for GOOGL on Aug 10, 2022
AMZNAmazon	Purchase$1,001 - $15,000	Sep 10, 2022	Aug 10, 2022	▲ 76.6%−13.3 pts vs S&P	Filing for AMZN on Aug 10, 2022
MSFTMicrosoft Corporation	Purchase$1,001 - $15,000	Sep 10, 2022	Aug 10, 2022	▲ 87.0%−2.9 pts vs S&P	Filing for MSFT on Aug 10, 2022
TJXTJX Companies	Purchase$1,001 - $15,000	Aug 13, 2023	Jul 15, 2022	▲ 140.4%+33.3 pts vs S&P	Filing for TJX on Jul 15, 2022
ABTAbbott Laboratories	Purchase$1,001 - $15,000	Aug 10, 2022	Jul 15, 2022	▲ 9.5%−97.5 pts vs S&P	Filing for ABT on Jul 15, 2022
BAXBaxter International	Purchase$1,001 - $15,000	Aug 10, 2022	Jul 15, 2022	▼ 57.7%−164.7 pts vs S&P	Filing for BAX on Jul 15, 2022
WMTWalmart	Purchase$1,001 - $15,000	Aug 10, 2022	Jul 15, 2022	▲ 205.2%+98.2 pts vs S&P	Filing for WMT on Jul 15, 2022
ABTAbbott Laboratories	Sale (partial)$1,001 - $15,000	Jul 8, 2022	Jun 16, 2022	▲ 17.3%−101.2 pts vs S&P	Filing for ABT on Jun 16, 2022
ABBVAbbVie	Purchase$1,001 - $15,000	Jul 8, 2022	Jun 16, 2022	▲ 140.4%+22.0 pts vs S&P	Filing for ABBV on Jun 16, 2022
AMZNAmazon	Purchase$1,001 - $15,000	Jul 8, 2022	Jun 16, 2022	▲ 143.1%+24.7 pts vs S&P	Filing for AMZN on Jun 16, 2022
BAXBaxter International	Sale (partial)$1,001 - $15,000	Jul 8, 2022	Jun 16, 2022	▼ 57.9%−176.4 pts vs S&P	Filing for BAX on Jun 16, 2022
GEGE Aerospace	Sale (full)$1,001 - $15,000	Jul 8, 2022	Jun 16, 2022	▲ 705.3%+586.9 pts vs S&P	Filing for GE on Jun 16, 2022
TJXTJX Companies	Sale (partial)$1,001 - $15,000	Jul 8, 2022	Jun 16, 2022	▲ 156.6%+38.1 pts vs S&P	Filing for TJX on Jun 16, 2022
WMTWalmart	Purchase$1,001 - $15,000	Jul 8, 2022	Jun 16, 2022	▲ 226.6%+108.2 pts vs S&P	Filing for WMT on Jun 16, 2022
WMTWalmart	Sale (partial)$1,001 - $15,000	Jul 8, 2022	Jun 16, 2022	▲ 226.6%+108.2 pts vs S&P	Filing for WMT on Jun 16, 2022
SBUXStarbucks	Sale (full)$1,001 - $15,000	Jun 4, 2022	May 10, 2022	▲ 61.9%−38.8 pts vs S&P	Filing for SBUX on May 10, 2022
ABTAbbott Laboratories	Purchase$1,001 - $15,000	May 13, 2022	Apr 19, 2022	▼ 0.2%−80.2 pts vs S&P	Filing for ABT on Apr 19, 2022
TJXTJX Companies	Purchase$1,001 - $15,000	May 13, 2022	Apr 19, 2022	▲ 123.7%+43.7 pts vs S&P	Filing for TJX on Apr 19, 2022
CATCaterpillar Inc.	Purchase$1,001 - $15,000	Apr 9, 2022	Mar 29, 2022	▲ 204.6%+131.1 pts vs S&P	Filing for CAT on Mar 29, 2022
GEGE Aerospace	Purchase$1,001 - $15,000	Apr 9, 2022	Mar 29, 2022	▲ 455.5%+382.0 pts vs S&P	Filing for GE on Mar 29, 2022
HIGThe Hartford	Purchase$1,001 - $15,000	Apr 9, 2022	Mar 29, 2022	▲ 101.0%+27.5 pts vs S&P	Filing for HIG on Mar 29, 2022
ABTAbbott Laboratories	Sale (partial)$1,001 - $15,000	Apr 9, 2022	Mar 15, 2022	▲ 2.3%−86.2 pts vs S&P	Filing for ABT on Mar 15, 2022
TJXTJX Companies	Sale (partial)$1,001 - $15,000	Apr 9, 2022	Mar 15, 2022	▲ 137.1%+48.6 pts vs S&P	Filing for TJX on Mar 15, 2022
MAMastercard	Purchase$1,001 - $15,000	Mar 9, 2022	Feb 28, 2022	▲ 84.5%+0.5 pts vs S&P	Filing for MA on Feb 28, 2022
MRKMerck & Co.	Sale (full)$1,001 - $15,000	Mar 9, 2022	Feb 28, 2022	▲ 116.5%+32.5 pts vs S&P	Filing for MRK on Feb 28, 2022
PDMPiedmont Realty Trust, Inc.	Sale (partial)$1,001 - $15,000	Aug 13, 2023	Feb 27, 2022	▼ 29.2%−113.2 pts vs S&P	Filing for PDM on Feb 27, 2022
AAPLApple Inc.	Purchase$1,001 - $15,000	Feb 13, 2022	Jan 28, 2022	▲ 99.0%+17.2 pts vs S&P	Filing for AAPL on Jan 28, 2022
METAMeta Platforms	Purchase$1,001 - $15,000	Feb 13, 2022	Jan 28, 2022	▲ 107.2%+25.4 pts vs S&P	Filing for META on Jan 28, 2022
HONHoneywell Technologies	Sale (full)$1,001 - $15,000	Feb 13, 2022	Jan 14, 2022	▲ 14.7%−58.1 pts vs S&P	Filing for HON on Jan 14, 2022
LMTLockheed Martin	Sale (full)$1,001 - $15,000	Feb 13, 2022	Jan 14, 2022	▲ 95.3%+22.4 pts vs S&P	Filing for LMT on Jan 14, 2022
TAT&T	Purchase$1,001 - $15,000	Jan 9, 2022	Dec 16, 2021	▲ 58.1%−14.7 pts vs S&P	Filing for T on Dec 16, 2021
BSXBoston Scientific	Sale (full)$1,001 - $15,000	Jan 9, 2022	Dec 16, 2021	▲ 7.4%−65.5 pts vs S&P	Filing for BSX on Dec 16, 2021
EOGEOG Resources	Purchase$1,001 - $15,000	Jan 9, 2022	Dec 16, 2021	▲ 123.2%+50.3 pts vs S&P	Filing for EOG on Dec 16, 2021
NOCNorthrop Grumman	Sale (full)$1,001 - $15,000	Jan 9, 2022	Dec 16, 2021	▲ 56.7%−16.1 pts vs S&P	Filing for NOC on Dec 16, 2021
SBUXStarbucks	Purchase$1,001 - $15,000	Jan 9, 2022	Dec 16, 2021	▲ 2.9%−69.9 pts vs S&P	Filing for SBUX on Dec 16, 2021
TGTTarget Corporation	Sale (full)$1,001 - $15,000	Jan 9, 2022	Dec 16, 2021	▼ 20.5%−93.3 pts vs S&P	Filing for TGT on Dec 16, 2021
CMECME Group	Sale (full)$1,001 - $15,000	Jan 9, 2022	Dec 14, 2021	▲ 64.3%−9.7 pts vs S&P	Filing for CME on Dec 14, 2021
NEENextEra Energy	Sale (partial)$1,001 - $15,000	Jan 9, 2022	Dec 14, 2021	▲ 6.3%−67.7 pts vs S&P	Filing for NEE on Dec 14, 2021
WMTWalmart	Purchase$1,001 - $15,000	Jan 9, 2022	Dec 14, 2021	▲ 173.8%+99.9 pts vs S&P	Filing for WMT on Dec 14, 2021
TAT&T	Sale (full)$1,001 - $15,000	Jan 9, 2022	Dec 9, 2021	▲ 63.4%−9.4 pts vs S&P	Filing for T on Dec 9, 2021
JNJJohnson & Johnson	Sale (full)$1,001 - $15,000	Oct 18, 2021	Sep 13, 2021	▲ 84.4%+3.3 pts vs S&P	Filing for JNJ on Sep 13, 2021
TJXTJX Companies	Purchase$1,001 - $15,000	Oct 18, 2021	Sep 13, 2021	▲ 114.6%+33.5 pts vs S&P	Filing for TJX on Sep 13, 2021
JNJJohnson & Johnson	Sale (partial)$1,001 - $15,000	Oct 18, 2021	Sep 10, 2021	▲ 83.1%+1.6 pts vs S&P	Filing for JNJ on Sep 10, 2021
RGLDRoyal Gold Inc	Sale (full)$1,001 - $15,000 · Spouse	Oct 18, 2021	Sep 1, 2021	▲ 122.3%+43.2 pts vs S&P	Filing for RGLD on Sep 1, 2021
CSCOCisco	Sale (partial)$1,001 - $15,000	Sep 23, 2021	Aug 26, 2021	▲ 100.8%+19.5 pts vs S&P	Filing for CSCO on Aug 26, 2021
DGDollar General	Sale (full)$1,001 - $15,000	Jun 8, 2021	May 14, 2021	▼ 30.7%−125.5 pts vs S&P	Filing for DG on May 14, 2021
UPSUnited Parcel Service	Sale (full)$1,001 - $15,000	Jun 8, 2021	May 14, 2021	▼ 35.6%−130.4 pts vs S&P	Filing for UPS on May 14, 2021
AVGOBroadcom	Purchase$1,001 - $15,000	May 12, 2021	Apr 22, 2021	▲ 709.6%+612.8 pts vs S&P	Filing for AVGO on Apr 22, 2021
GEGE Aerospace	Purchase$1,001 - $15,000	Apr 12, 2021	Mar 31, 2021	▲ 402.2%+297.5 pts vs S&P	Filing for GE on Mar 31, 2021
LOWLowe's	Sale (full)$1,001 - $15,000	Apr 12, 2021	Mar 31, 2021	▲ 25.0%−79.7 pts vs S&P	Filing for LOW on Mar 31, 2021
PGRProgressive Corporation	Sale (full)$1,001 - $15,000	Mar 17, 2021	Feb 18, 2021	▲ 190.9%+82.5 pts vs S&P	Filing for PGR on Feb 18, 2021
CATCaterpillar Inc.	Purchase$1,001 - $15,000	Feb 22, 2021	Jan 13, 2021	▲ 252.6%+138.2 pts vs S&P	Filing for CAT on Jan 13, 2021
VVisa Inc.	Sale (full)$1,001 - $15,000	Feb 22, 2021	Jan 13, 2021	▲ 109.7%−4.7 pts vs S&P	Filing for V on Jan 13, 2021
CVSCVS Health	Sale (full)$1,001 - $15,000	Jan 19, 2021	Dec 31, 2020	▲ 62.4%−55.3 pts vs S&P	Filing for CVS on Dec 31, 2020
DISThe Walt Disney Company	Sale (full)$1,001 - $15,000	Dec 15, 2020	Nov 20, 2020	▼ 16.5%−146.6 pts vs S&P	Filing for DIS on Nov 20, 2020
AXPAmerican Express	Purchase$1,001 - $15,000	Nov 19, 2020	Oct 16, 2020	▲ 233.2%+97.7 pts vs S&P	Filing for AXP on Oct 16, 2020
ELVElevance Health	Purchase$1,001 - $15,000	Nov 19, 2020	Oct 16, 2020	▲ 51.6%−83.8 pts vs S&P	Filing for ELV on Oct 16, 2020
SCHWCharles Schwab Corporation	Purchase$1,001 - $15,000	Nov 19, 2020	Oct 16, 2020	▲ 145.2%+9.7 pts vs S&P	Filing for SCHW on Oct 16, 2020
IFFInternational Flavors & Fragrances	Purchase$1,001 - $15,000	Nov 19, 2020	Oct 16, 2020	▼ 7.1%−142.5 pts vs S&P	Filing for IFF on Oct 16, 2020
BSXBoston Scientific	Purchase$1,001 - $15,000	Nov 19, 2020	Oct 2, 2020	▲ 12.8%−132.1 pts vs S&P	Filing for BSX on Oct 2, 2020
MSFTMicrosoft Corporation	Purchase$1,001 - $15,000	Nov 19, 2020	Oct 2, 2020	▲ 166.3%+21.4 pts vs S&P	Filing for MSFT on Oct 2, 2020
PGRProgressive Corporation	Purchase$1,001 - $15,000	Nov 19, 2020	Oct 2, 2020	▲ 185.6%+40.7 pts vs S&P	Filing for PGR on Oct 2, 2020
COSTCostco	Purchase$1,001 - $15,000	Jan 26, 2021	Jul 2, 2020	▲ 266.4%+103.5 pts vs S&P	Filing for COST on Jul 2, 2020
CCICrown Castle	Purchase$1,001 - $15,000	Jan 26, 2021	Jul 2, 2020	▼ 32.8%−195.7 pts vs S&P	Filing for CCI on Jul 2, 2020
CVSCVS Health	Sale (full)$1,001 - $15,000	Jan 26, 2021	Jul 2, 2020	▲ 74.3%−88.6 pts vs S&P	Filing for CVS on Jul 2, 2020
DUKDuke Energy	Sale (full)$1,001 - $15,000	Jan 26, 2021	Jul 2, 2020	▲ 97.1%−65.8 pts vs S&P	Filing for DUK on Jul 2, 2020
HDThe Home Depot	Purchase$1,001 - $15,000	Jan 26, 2021	Jul 2, 2020	▲ 55.8%−107.2 pts vs S&P	Filing for HD on Jul 2, 2020
KMBKimberly-Clark	Purchase$1,001 - $15,000	Jan 26, 2021	Jul 2, 2020	▼ 6.0%−168.9 pts vs S&P	Filing for KMB on Jul 2, 2020
RGLDRoyal Gold Inc	Purchase$1,001 - $15,000	Jan 26, 2021	Jul 2, 2020	▲ 105.4%−57.5 pts vs S&P	Filing for RGLD on Jul 2, 2020
VVisa Inc.	Purchase$1,001 - $15,000	Jan 26, 2021	Jul 2, 2020	▲ 125.0%−37.9 pts vs S&P	Filing for V on Jul 2, 2020
MSIMotorola Solutions	Purchase$1,001 - $15,000	Jul 7, 2020	Jun 22, 2020	▲ 275.3%+111.0 pts vs S&P	Filing for MSI on Jun 22, 2020
PNCPNC Financial Services	Sale (full)$1,001 - $15,000	Jul 7, 2020	Jun 22, 2020	▲ 167.0%+2.8 pts vs S&P	Filing for PNC on Jun 22, 2020
BDXBecton Dickinson	Sale (full)$1,001 - $15,000	Jun 8, 2020	May 22, 2020	▲ 19.9%−159.2 pts vs S&P	Filing for BDX on May 22, 2020
XOMExxonMobil	Purchase$1,001 - $15,000	Jun 8, 2020	May 21, 2020	▲ 419.6%+240.0 pts vs S&P	Filing for XOM on May 21, 2020
LOWLowe's	Purchase$1,001 - $15,000	Jun 8, 2020	May 21, 2020	▲ 99.2%−80.4 pts vs S&P	Filing for LOW on May 21, 2020
MCDMcDonald's	Purchase$1,001 - $15,000	May 14, 2020	Apr 6, 2020	▲ 72.5%−138.8 pts vs S&P	Filing for MCD on Apr 6, 2020
MRKMerck & Co.	Purchase$1,001 - $15,000	Apr 13, 2020	Mar 30, 2020	▲ 139.5%−75.6 pts vs S&P	Filing for MRK on Mar 30, 2020
TGTTarget Corporation	Purchase$1,001 - $15,000	Apr 13, 2020	Mar 10, 2020	▲ 69.7%−117.8 pts vs S&P	Filing for TGT on Mar 10, 2020
ABBVAbbVie	Purchase$1,001 - $15,000	Mar 9, 2020	Feb 27, 2020	▲ 335.5%+156.7 pts vs S&P	Filing for ABBV on Feb 27, 2020
SCHWCharles Schwab Corporation	Purchase$1,001 - $15,000 · Joint	Feb 12, 2020	Jan 10, 2020	▲ 104.4%−50.2 pts vs S&P	Filing for SCHW on Jan 10, 2020
IFFInternational Flavors & Fragrances	Purchase$1,001 - $15,000	Dec 12, 2019	Nov 29, 2019	▼ 21.5%−186.7 pts vs S&P	Filing for IFF on Nov 29, 2019
ELVElevance Health	Purchase$1,001 - $15,000	Dec 12, 2019	Nov 8, 2019	▲ 61.7%−108.1 pts vs S&P	Filing for ELV on Nov 8, 2019
CVSCVS Health	Sale (full)$1,001 - $15,000	Dec 12, 2019	Nov 5, 2019	▲ 70.0%−101.4 pts vs S&P	Filing for CVS on Nov 5, 2019
DGDollar General	Purchase$1,001 - $15,000	Oct 16, 2019	Sep 4, 2019	▼ 8.2%−193.0 pts vs S&P	Filing for DG on Sep 4, 2019
PLDPrologis	Purchase$1,001 - $15,000	Oct 16, 2019	Sep 4, 2019	▲ 84.3%−100.4 pts vs S&P	Filing for PLD on Sep 4, 2019
SBUXStarbucks	Purchase$1,001 - $15,000	Oct 16, 2019	Sep 4, 2019	▲ 26.9%−157.9 pts vs S&P	Filing for SBUX on Sep 4, 2019
UPSUnited Parcel Service	Purchase$1,001 - $15,000	Oct 16, 2019	Sep 4, 2019	▲ 22.3%−162.5 pts vs S&P	Filing for UPS on Sep 4, 2019
BLKBlackRock	Sale (full)$1,001 - $15,000	Sep 18, 2019	Aug 15, 2019	▲ 238.3%+44.2 pts vs S&P	Filing for BLK on Aug 15, 2019
AXPAmerican Express	Purchase$1,001 - $15,000	Sep 18, 2019	Aug 14, 2019	▲ 191.2%−3.8 pts vs S&P	Filing for AXP on Aug 14, 2019
SLBSchlumberger	Sale (full)$1,001 - $15,000	Jul 12, 2019	Jun 10, 2019	▲ 77.9%−113.3 pts vs S&P	Filing for SLB on Jun 10, 2019
AAPLApple Inc.	Sale (partial)$1,001 - $15,000	May 7, 2019	Apr 17, 2019	▲ 584.5%+393.8 pts vs S&P	Filing for AAPL on Apr 17, 2019
CVSCVS Health	Purchase$1,001 - $15,000	Feb 7, 2019	Jan 22, 2019	▲ 82.3%−139.1 pts vs S&P	Filing for CVS on Jan 22, 2019
PMPhilip Morris International	Purchase$1,001 - $15,000	Feb 7, 2019	Jan 22, 2019	▲ 321.6%+100.1 pts vs S&P	Filing for PM on Jan 22, 2019
SLBSchlumberger	Purchase$1,001 - $15,000	Feb 7, 2019	Jan 22, 2019	▲ 47.3%−174.2 pts vs S&P	Filing for SLB on Jan 22, 2019
PFEPfizer	Sale (full)$1,001 - $15,000	Feb 7, 2019	Jan 10, 2019	▲ 8.1%−218.3 pts vs S&P	Filing for PFE on Jan 10, 2019
PNCPNC Financial Services	Purchase$1,001 - $15,000	Feb 7, 2019	Jan 8, 2019	▲ 151.7%−77.4 pts vs S&P	Filing for PNC on Jan 8, 2019
AAPLApple Inc.	Purchase$15,001 - $50,000	Jan 11, 2019	Dec 31, 2018	▲ 785.2%+547.1 pts vs S&P	Filing for AAPL on Dec 31, 2018
CVSCVS Health	Sale (full)$1,001 - $15,000	Jan 11, 2019	Dec 19, 2018	▲ 72.6%−165.7 pts vs S&P	Filing for CVS on Dec 19, 2018
PMPhilip Morris International	Sale (full)$1,001 - $15,000	Jan 11, 2019	Dec 19, 2018	▲ 326.1%+87.8 pts vs S&P	Filing for PM on Dec 19, 2018
CVSCVS Health	Exchange$1,001 - $15,000	Dec 12, 2018	Nov 29, 2018	—	Filing for CVS on Nov 29, 2018
LINLinde plc	Exchange$1,001 - $15,000	Nov 14, 2018	Oct 31, 2018	—	Filing for LIN on Oct 31, 2018
AAPLApple Inc.	Sale (partial)$1,001 - $15,000	Oct 19, 2018	Sep 11, 2018	▲ 525.9%+330.5 pts vs S&P	Filing for AAPL on Sep 11, 2018
PMPhilip Morris International	Purchase$1,001 - $15,000	May 8, 2018	Apr 9, 2018	▲ 218.3%−10.3 pts vs S&P	Filing for PM on Apr 9, 2018
ABBVAbbVie	Sale (partial)$1,001 - $15,000	May 8, 2018	Apr 6, 2018	▲ 357.7%+127.5 pts vs S&P	Filing for ABBV on Apr 6, 2018
EXRExtra Space Storage	Sale (full)$1,001 - $15,000	Nov 14, 2017	Oct 26, 2017	▲ 177.6%−61.0 pts vs S&P	Filing for EXR on Oct 26, 2017
CMCSAComcast	Purchase$1,001 - $15,000	Aug 10, 2017	Jul 27, 2017	▼ 17.0%−268.9 pts vs S&P	Filing for CMCSA on Jul 27, 2017
BDXBecton Dickinson	Purchase$1,001 - $15,000	Feb 17, 2017	Jan 20, 2017	▲ 73.9%−213.3 pts vs S&P	Filing for BDX on Jan 20, 2017
MARMarriott International	Exchange$1,001 - $15,000	Dec 23, 2016	Sep 26, 2016	—	Filing for MAR on Sep 26, 2016
LMTLockheed Martin	Purchase$1,001 - $15,000	Jul 6, 2016	May 6, 2016	▲ 252.6%−81.1 pts vs S&P	Filing for LMT on May 6, 2016
BABoeing	Sale (full)$1,001 - $15,000	Jul 6, 2016	May 5, 2016	▲ 45.3%−289.9 pts vs S&P	Filing for BA on May 5, 2016
SLBSchlumberger	Purchase$1,001 - $15,000	Jul 6, 2016	Apr 20, 2016	▼ 13.5%−338.1 pts vs S&P	Filing for SLB on Apr 20, 2016
BMYBristol Myers Squibb	Sale (full)$1,001 - $15,000	Feb 24, 2016	Jan 12, 2016	▲ 41.4%−321.6 pts vs S&P	Filing for BMY on Jan 12, 2016
CVSCVS Health	Sale (full)$1,001 - $15,000	Nov 19, 2015	Oct 26, 2015	—	Filing for CVS on Oct 26, 2015
ABTAbbott Laboratories	Sale (full)$1,001 - $15,000	Oct 15, 2015	Sep 23, 2015	—	Filing for ABT on Sep 23, 2015
ABBVAbbVie	Purchase$1,001 - $15,000	Oct 15, 2015	Sep 15, 2015	—	Filing for ABBV on Sep 15, 2015
ACNAccenture	Purchase$1,001 - $15,000	Oct 15, 2015	Sep 15, 2015	—	Filing for ACN on Sep 15, 2015
AAPLApple Inc.	Purchase$1,001 - $15,000	Oct 15, 2015	Sep 15, 2015	—	Filing for AAPL on Sep 15, 2015
TAT&T	Purchase$1,001 - $15,000	Oct 15, 2015	Sep 15, 2015	—	Filing for T on Sep 15, 2015
BABoeing	Purchase$1,001 - $15,000	Oct 15, 2015	Sep 15, 2015	—	Filing for BA on Sep 15, 2015
BMYBristol Myers Squibb	Purchase$1,001 - $15,000	Oct 15, 2015	Sep 15, 2015	—	Filing for BMY on Sep 15, 2015
CVXChevron Corporation	Purchase$1,001 - $15,000	Oct 15, 2015	Sep 15, 2015	—	Filing for CVX on Sep 15, 2015
CLColgate-Palmolive	Purchase$1,001 - $15,000	Oct 15, 2015	Sep 15, 2015	—	Filing for CL on Sep 15, 2015
CVSCVS Health	Purchase$1,001 - $15,000	Oct 15, 2015	Sep 15, 2015	—	Filing for CVS on Sep 15, 2015
FISFidelity National Information Services	Purchase$1,001 - $15,000	Oct 15, 2015	Sep 15, 2015	—	Filing for FIS on Sep 15, 2015
GMGeneral Motors	Purchase$1,001 - $15,000	Oct 15, 2015	Sep 15, 2015	—	Filing for GM on Sep 15, 2015
HONHoneywell Technologies	Purchase$1,001 - $15,000	Oct 15, 2015	Sep 15, 2015	—	Filing for HON on Sep 15, 2015
JNJJohnson & Johnson	Purchase$1,001 - $15,000	Oct 15, 2015	Sep 15, 2015	—	Filing for JNJ on Sep 15, 2015
JPMJPMorgan Chase	Purchase$1,001 - $15,000	Oct 15, 2015	Sep 15, 2015	—	Filing for JPM on Sep 15, 2015
KMIKinder Morgan	Purchase$1,001 - $15,000	Oct 15, 2015	Sep 15, 2015	—	Filing for KMI on Sep 15, 2015
LOWLowe's	Purchase$1,001 - $15,000	Oct 15, 2015	Sep 15, 2015	—	Filing for LOW on Sep 15, 2015
MMacy's, Inc.	Purchase$1,001 - $15,000	Oct 15, 2015	Sep 15, 2015	—	Filing for M on Sep 15, 2015
MDTMedtronic	Purchase$1,001 - $15,000	Oct 15, 2015	Sep 15, 2015	—	Filing for MDT on Sep 15, 2015
MSFTMicrosoft Corporation	Purchase$1,001 - $15,000	Oct 15, 2015	Sep 15, 2015	—	Filing for MSFT on Sep 15, 2015
NEENextEra Energy	Purchase$1,001 - $15,000	Oct 15, 2015	Sep 15, 2015	—	Filing for NEE on Sep 15, 2015
NVONovo Nordisk A S	Purchase$1,001 - $15,000	Oct 15, 2015	Sep 15, 2015	—	Filing for NVO on Sep 15, 2015
PEPPepsiCo	Purchase$1,001 - $15,000	Oct 15, 2015	Sep 15, 2015	—	Filing for PEP on Sep 15, 2015
PFEPfizer	Purchase$1,001 - $15,000	Oct 15, 2015	Sep 15, 2015	—	Filing for PFE on Sep 15, 2015
PSXPhillips 66	Purchase$1,001 - $15,000	Oct 15, 2015	Sep 15, 2015	—	Filing for PSX on Sep 15, 2015
UNPUnion Pacific Corporation	Purchase$1,001 - $15,000	Oct 15, 2015	Sep 15, 2015	—	Filing for UNP on Sep 15, 2015
UNHUnitedHealth Group	Purchase$1,001 - $15,000	Oct 15, 2015	Sep 15, 2015	—	Filing for UNH on Sep 15, 2015
VFCVF Corporation	Purchase$1,001 - $15,000	Oct 15, 2015	Sep 15, 2015	—	Filing for VFC on Sep 15, 2015
WECWEC Energy Group	Purchase$1,001 - $15,000	Oct 15, 2015	Sep 15, 2015	—	Filing for WEC on Sep 15, 2015
WFCWells Fargo	Purchase$1,001 - $15,000	Oct 15, 2015	Sep 15, 2015	—	Filing for WFC on Sep 15, 2015
WHRWhirlpool Corp	Purchase$1,001 - $15,000	Oct 15, 2015	Sep 15, 2015	—	Filing for WHR on Sep 15, 2015
CLXClorox	Sale (full)$1,001 - $15,000	Aug 12, 2016	Jan 15, 2015	—	Filing for CLX on Jan 15, 2015

What happened to the stocks afterwards

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

After	Window	Average excess	Typical (median)	Beat the S&P 500	Trades	From the filing date
Purchases	30 days	−1.7%	−2.0%	37%	76	−0.8% (76)
Purchases	90 days	−2.4%	−2.7%	45%	76	−1.3% (76)
Sales	30 days	−0.1%	−0.9%	44%	75	−0.3% (77)
Sales	90 days	−0.2%	−1.6%	45%	75	+1.3% (77)

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 Jul 10, 2026 1 stock or option trade · CCI
Report filed Oct 19, 2023 16 stock or option trades · ABBV, GOOGL, AMZN, AMT, AAPL, CAT, EOG, FIS, HIG, IFF, JPM, KMI
Report filed Sep 30, 2023 10 stock or option trades · ACN, AVGO, CB, DG, KMB, PSX, PG, SPGI, UNP, ZTS
Report filed Aug 13, 2023 4 stock or option trades · ACN, MA, PDM, TJX
Report filed Jun 9, 2023 1 stock or option trade · JPM
Report filed May 7, 2023 2 stock or option trades · CSCO, XOM
Report filed Mar 5, 2023 1 stock or option trade · MSFT
Report filed Feb 15, 2023 2 stock or option trades · BAX, ELV
Report filed Jan 5, 2023 4 stock or option trades · CMCSA, DG, MA, MCD
Report filed Dec 8, 2022 2 stock or option trades · AMZN, AAPL
Report filed Oct 5, 2022 4 stock or option trades · CMCSA, IFF, MA
Report filed Sep 10, 2022 3 stock or option trades · GOOGL, AMZN, MSFT
Report filed Aug 10, 2022 3 stock or option trades · ABT, BAX, WMT
Report filed Jul 8, 2022 15 stock or option trades · ABT, ABBV, AMZN, BAX, GE, TJX, WMT
Report filed Jun 4, 2022 2 stock or option trades · SBUX
Report filed May 13, 2022 2 stock or option trades · ABT, TJX
Report filed Apr 9, 2022 11 stock or option trades · ABT, CAT, GE, HIG, TJX
Report filed Mar 9, 2022 2 stock or option trades · MA, MRK
Report filed Feb 13, 2022 11 stock or option trades · AAPL, HON, LMT, META
Report filed Jan 9, 2022 11 stock or option trades · T, BSX, CME, EOG, NEE, NOC, SBUX, TGT, WMT
Report filed Oct 18, 2021 5 stock or option trades · JNJ, RGLD, TJX
Report filed Sep 23, 2021 1 stock or option trade · CSCO
Report filed Jun 8, 2021 2 stock or option trades · DG, UPS
Report filed May 12, 2021 1 stock or option trade · AVGO
Report filed Apr 12, 2021 2 stock or option trades · GE, LOW
Report filed Mar 17, 2021 1 stock or option trade · PGR
Report filed Feb 22, 2021 2 stock or option trades · CAT, V
Report filed Jan 26, 2021 8 stock or option trades · COST, CCI, CVS, DUK, HD, KMB, RGLD, V
Report filed Jan 19, 2021 2 stock or option trades · CVS
Report filed Dec 15, 2020 1 stock or option trade · DIS
Report filed Nov 19, 2020 7 stock or option trades · AXP, ELV, BSX, SCHW, IFF, MSFT, PGR
Report filed Jul 7, 2020 2 stock or option trades · MSI, PNC
Report filed Jun 8, 2020 3 stock or option trades · BDX, XOM, LOW
Report filed May 14, 2020 1 stock or option trade · MCD
Report filed Apr 13, 2020 3 stock or option trades · MRK, TGT
Report filed Mar 9, 2020 1 stock or option trade · ABBV
Report filed Feb 12, 2020 1 stock or option trade · SCHW
Report filed Dec 12, 2019 3 stock or option trades · ELV, CVS, IFF
Report filed Oct 16, 2019 4 stock or option trades · DG, PLD, SBUX, UPS
Report filed Sep 18, 2019 2 stock or option trades · AXP, BLK
Report filed Jul 12, 2019 1 stock or option trade · SLB
Report filed May 7, 2019 1 stock or option trade · AAPL
Report filed Feb 7, 2019 5 stock or option trades · CVS, PFE, PM, PNC, SLB
Report filed Jan 11, 2019 3 stock or option trades · AAPL, CVS, PM
Report filed Dec 12, 2018 2 stock or option trades · CVS
Report filed Nov 14, 2018 2 stock or option trades · LIN
Report filed Oct 19, 2018 1 stock or option trade · AAPL
Report filed May 8, 2018 2 stock or option trades · ABBV, PM
Report filed Feb 15, 2018 0 stock or option trades
Report filed Nov 14, 2017 1 stock or option trade · EXR
Report filed Aug 10, 2017 1 stock or option trade · CMCSA
Report filed Feb 17, 2017 1 stock or option trade · BDX
Report filed Jan 5, 2017 1 stock or option trade
Report filed Dec 23, 2016 3 stock or option trades · MAR
Report filed Aug 12, 2016 3 stock or option trades · CLX
Report filed Jul 6, 2016 3 stock or option trades · BA, LMT, SLB
Report filed Feb 24, 2016 1 stock or option trade · BMY
Report filed Nov 19, 2015 1 stock or option trade · CVS
Report filed Oct 15, 2015 37 stock or option trades · ABT, ABBV, ACN, AAPL, T, BA, BMY, CVX, CL, CVS, FIS, GM

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