Scott Franklin: stock trades

Republican, Representative for FL's 18th district. Value ranges as filed, never exact figures.

Activity

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

Scott Franklin: purchases and sales per month

Show as a table

Month	Purchases	Sales
Dec 2024	0	0
Jan 2025	0	3
Feb 2025	6	2
Mar 2025	2	0
Apr 2025	1	1
May 2025	0	0
Jun 2025	0	16
Jul 2025	0	3
Aug 2025	4	3
Sep 2025	0	0
Oct 2025	3	0
Nov 2025	0	0
Dec 2025	0	0
Jan 2026	0	0
Feb 2026	0	3
Mar 2026	0	0
Apr 2026	0	0
May 2026	0	0
Jun 2026	0	0
Jul 2026	0	0
Aug 2026	6	5
Sep 2026	0	0
Oct 2026	0	0
Nov 2026	0	0

Trades, 24 months: 58
Purchases: 22
Sales: 36
In 2026: 14

Top sectors

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

Consumer Staples19% of trades 36 trades: 15 purchases, 21 sales
Health Care15% of trades 29 trades: 18 purchases, 11 sales
Industrials15% of trades 29 trades: 22 purchases, 7 sales
Technology15% of trades 28 trades: 10 purchases, 18 sales
Consumer Discretionary14% of trades 27 trades: 15 purchases, 12 sales
Financials12% of trades 23 trades: 6 purchases, 17 sales

Would copying Scott Franklin’s trades have beaten the S&P 500?

Copying Scott Franklin’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 28, 2021 into $19,113 by November 2, 2026, against $21,628 in the S&P 500: +11.9% a year against +14.4%, with a beta of 0.68. Selling each purchase after 6 months instead would have made +16.0% a year. Six months after each report, the average share purchase was −3.9% against the S&P 500 (median −4.8%), 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 −5.6%. Reports arrived a median of 28 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 Scott FranklinS&P 500, buy and hold $10,000 copying Scott Franklin’s disclosed holdings from January 28, 2021, 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.

Scott Franklin: 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	87	−2.9%	−2.6%	39%	-2.70	Some evidence: behind
Purchases, 6 months after the report	87	−3.9%	−4.8%	37%	-2.33	No reliable evidence
Purchases, 3 months after the trade	87	−2.9%	−3.9%	33%	-2.51	Some evidence: behind
Purchases, 6 months after the trade	87	−5.6%	−3.3%	39%	-2.90	No reliable evidence
Sales, 6 months after the report	95	−4.0%	−3.6%	59%	-2.06	Strong evidence: seller right

Return a year, copying: +11.9%
S&P 500, same dates: +14.4%
Yearly swing (S&P 500): 14% (17%)
Sharpe ratio (S&P 500): 0.64 (0.68)
Biggest drop (S&P 500): −21% (−25%)
Market sensitivity (beta): 0.68

“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 Scott Franklin 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.

Scott Franklin: companies traded

SBUXStarbucks	5$33,005–$145,000	8$170,008–$475,000	Sep 9, 2022	Aug 14, 2024	▲ 29.5%−66.6 pts vs S&P
AAPLApple Inc.	1$1,001–$15,000	8$64,008–$260,000	Feb 15, 2023	Aug 20, 2026	▲ 59.3%+10.1 pts vs S&P
UPSUnited Parcel Service	3$17,003–$80,000	6$83,006–$245,000	Feb 15, 2023	Jul 22, 2025	▼ 2.4%−47.6 pts vs S&P
WMTWalmart	3$17,003–$80,000	6$62,006–$230,000	Sep 13, 2022	Jun 16, 2025	▲ 190.1%+87.2 pts vs S&P
COSTCostco	3$52,003–$130,000	5$68,005–$195,000	Apr 19, 2023	Jan 28, 2025	▲ 115.7%+25.5 pts vs S&P
JPMJPMorgan Chase	1$1,001–$15,000	7$98,007–$295,000	Feb 15, 2023	Aug 20, 2026	▲ 76.0%+26.8 pts vs S&P
CMCSAComcast	3$52,003–$130,000	4$67,004–$180,000	Feb 15, 2023	Aug 4, 2025	▼ 24.6%−114.8 pts vs S&P
CSCOCisco	2$16,002–$65,000	5$117,005–$280,000	Sep 13, 2022	Jun 16, 2025	▲ 161.9%+59.0 pts vs S&P
LMTLockheed Martin	6$69,006–$210,000	1$1,001–$15,000	Sep 12, 2022	Feb 18, 2025	▲ 70.4%−23.6 pts vs S&P
MSFTMicrosoft Corporation	2$16,002–$65,000	5$75,005–$250,000	Sep 13, 2022	Jun 16, 2025	▲ 114.1%+11.2 pts vs S&P
NVONovo Nordisk A S	7$35,007–$175,000	0	Mar 27, 2025	Aug 26, 2026	—
GOOGLAlphabet Inc. (Class A)	1$1,001–$15,000	5$54,005–$160,000	Sep 11, 2023	Aug 20, 2026	▲ 77.0%+27.8 pts vs S&P
HSYThe Hershey Company	3$52,003–$130,000	3$52,003–$130,000	Aug 2, 2024	Feb 10, 2026	▼ 9.5%−54.8 pts vs S&P
MCDMcDonald's	4$4,004–$60,000	2$30,002–$100,000	Sep 11, 2023	Aug 26, 2026	▲ 0.1%−45.1 pts vs S&P
PEPPepsiCo	4$4,004–$60,000	2$16,002–$65,000	Sep 11, 2023	Aug 26, 2026	▼ 15.9%−61.1 pts vs S&P
ACNAccenture	5$54,005–$160,000	0	Aug 2, 2024	Aug 26, 2026	▼ 17.6%−62.8 pts vs S&P
BRK.BBerkshire Hathaway	1$1,001–$15,000	4$81,004–$215,000	Feb 15, 2023	Jun 16, 2025	▲ 30.5%−18.7 pts vs S&P
HDThe Home Depot	3$17,003–$80,000	2$30,002–$100,000	Sep 9, 2022	Jun 16, 2025	▲ 22.8%−73.3 pts vs S&P
JNJJohnson & Johnson	3$17,003–$80,000	2$30,002–$100,000	Sep 11, 2023	Jun 16, 2025	▲ 72.3%+27.1 pts vs S&P
MRKMerck & Co.	2$2,002–$30,000	2$16,002–$65,000	Sep 11, 2023	Jun 16, 2025	▲ 34.0%−11.2 pts vs S&P
NEENextEra Energy	0	4$81,004–$215,000	Feb 15, 2023	Aug 6, 2024	—
PFEPfizer	0	4$32,004–$130,000	Feb 15, 2023	Aug 6, 2024	—
PGProcter & Gamble	2$2,002–$30,000	2$30,002–$100,000	Sep 11, 2023	Jun 16, 2025	▲ 1.0%−44.2 pts vs S&P
UNPUnion Pacific Corporation	4$53,004–$145,000	0	Apr 21, 2025	Oct 14, 2025	▲ 46.0%−3.1 pts vs S&P
ADPAutomatic Data Processing	3$52,003–$130,000	0	Sep 24, 2024	Sep 25, 2024	▲ 12.7%−22.3 pts vs S&P
AMGNAmgen	3$52,003–$130,000	0	Aug 2, 2024	Aug 7, 2024	▲ 47.8%+2.5 pts vs S&P
AMZNAmazon	3$52,003–$130,000	0	Feb 26, 2025	Feb 26, 2025	▲ 17.6%−11.8 pts vs S&P
APDAir Products	3$52,003–$130,000	0	Aug 2, 2024	Aug 7, 2024	▲ 17.8%−27.4 pts vs S&P
BWINBaldwin Insurance Group, Inc.	0	3$1.5M–$6M	Feb 6, 2025	Apr 10, 2025	—
CBChubb Limited	3$52,003–$130,000	0	Aug 2, 2024	Aug 7, 2024	▲ 38.2%−7.0 pts vs S&P
GDGeneral Dynamics	3$52,003–$130,000	0	Aug 2, 2024	Aug 7, 2024	▲ 33.2%−12.0 pts vs S&P
ITWIllinois Tool Works	3$52,003–$130,000	0	Sep 25, 2024	Sep 25, 2024	▲ 17.2%−18.1 pts vs S&P
KVUEKenvue	0	3$2,449–$30,447	Aug 1, 2024	Jun 16, 2025	—
MDTMedtronic	2$16,002–$65,000	1$50,001–$100,000	Sep 13, 2022	Feb 15, 2023	▲ 25.9%−77.0 pts vs S&P
UNHUnitedHealth Group	1$1,001–$15,000	2$30,002–$100,000	Feb 15, 2023	Aug 7, 2024	▼ 25.3%−74.5 pts vs S&P
VVisa Inc.	1$1,001–$15,000	2$30,002–$100,000	Sep 11, 2023	Jun 16, 2025	▲ 66.9%+17.7 pts vs S&P
PNCPNC Financial Services	0	1$15,001–$50,000	Feb 15, 2023	Feb 15, 2023	—
VZVerizon	0	1$50,001–$100,000	Feb 15, 2023	Feb 15, 2023	—

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.

Scott Franklin: trades in companies we cover
					Report
ACNAccenture	Purchase$1,001 - $15,000	Sep 17, 2026	Aug 26, 2026	▲ 41.3%+42.6 pts vs S&P	Filing for ACN on Aug 26, 2026
ACNAccenture	Purchase$1,001 - $15,000 · Spouse	Sep 17, 2026	Aug 26, 2026	▲ 41.3%+42.6 pts vs S&P	Filing for ACN on Aug 26, 2026
MCDMcDonald's	Purchase$1,001 - $15,000 · Spouse	Sep 17, 2026	Aug 26, 2026	▼ 1.0%+0.3 pts vs S&P	Filing for MCD on Aug 26, 2026
NVONovo Nordisk A S	Purchase$1,001 - $15,000	Sep 17, 2026	Aug 26, 2026	—	Filing for NVO on Aug 26, 2026
PEPPepsiCo	Purchase$1,001 - $15,000	Sep 17, 2026	Aug 26, 2026	▼ 2.3%−1.0 pts vs S&P	Filing for PEP on Aug 26, 2026
PEPPepsiCo	Purchase$1,001 - $15,000 · Spouse	Sep 17, 2026	Aug 26, 2026	▼ 2.3%−1.0 pts vs S&P	Filing for PEP on Aug 26, 2026
GOOGLAlphabet Inc. (Class A)	Sale (partial)$1,001 - $15,000 · Spouse	Sep 17, 2026	Aug 20, 2026	▼ 18.0%−17.2 pts vs S&P	Filing for GOOGL on Aug 20, 2026
GOOGLAlphabet Inc. (Class A)	Sale (partial)$1,001 - $15,000	Sep 17, 2026	Aug 20, 2026	▼ 18.0%−17.2 pts vs S&P	Filing for GOOGL on Aug 20, 2026
AAPLApple Inc.	Sale (partial)$1,001 - $15,000 · Spouse	Sep 17, 2026	Aug 20, 2026	▲ 6.3%+7.2 pts vs S&P	Filing for AAPL on Aug 20, 2026
JPMJPMorgan Chase	Sale (partial)$1,001 - $15,000	Sep 17, 2026	Aug 20, 2026	▼ 3.7%−2.8 pts vs S&P	Filing for JPM on Aug 20, 2026
JPMJPMorgan Chase	Sale (partial)$1,001 - $15,000 · Spouse	Sep 17, 2026	Aug 20, 2026	▼ 3.7%−2.8 pts vs S&P	Filing for JPM on Aug 20, 2026
HSYThe Hershey Company	Sale (full)$1,001 - $15,000	Feb 23, 2026	Feb 10, 2026	▼ 25.0%−34.8 pts vs S&P	Filing for HSY on Feb 10, 2026
HSYThe Hershey Company	Sale (full)$1,001 - $15,000 · Spouse	Feb 23, 2026	Feb 10, 2026	▼ 25.0%−34.8 pts vs S&P	Filing for HSY on Feb 10, 2026
HSYThe Hershey Company	Sale (full)$50,001 - $100,000	Feb 23, 2026	Feb 10, 2026	▼ 25.0%−34.8 pts vs S&P	Filing for HSY on Feb 10, 2026
UNPUnion Pacific Corporation	Purchase$50,001 - $100,000	Oct 22, 2025	Oct 14, 2025	▲ 37.2%+22.1 pts vs S&P	Filing for UNP on Oct 14, 2025
UNPUnion Pacific Corporation	Purchase$1,001 - $15,000	Oct 22, 2025	Oct 14, 2025	▲ 37.2%+22.1 pts vs S&P	Filing for UNP on Oct 14, 2025
UNPUnion Pacific Corporation	Purchase$1,001 - $15,000 · Spouse	Oct 22, 2025	Oct 14, 2025	▲ 37.2%+22.1 pts vs S&P	Filing for UNP on Oct 14, 2025
CMCSAComcast	Sale (full)$1,001 - $15,000 · Spouse	Aug 14, 2025	Aug 4, 2025	▼ 17.4%−38.5 pts vs S&P	Filing for CMCSA on Aug 4, 2025
CMCSAComcast	Sale (full)$1,001 - $15,000	Aug 14, 2025	Aug 4, 2025	▼ 17.4%−38.5 pts vs S&P	Filing for CMCSA on Aug 4, 2025
CMCSAComcast	Sale (full)$15,001 - $50,000	Aug 14, 2025	Aug 4, 2025	▼ 17.4%−38.5 pts vs S&P	Filing for CMCSA on Aug 4, 2025
NVONovo Nordisk A S	Purchase$15,001 - $50,000	Aug 14, 2025	Aug 4, 2025	—	Filing for NVO on Aug 4, 2025
NVONovo Nordisk A S	Purchase$1,001 - $15,000	Aug 14, 2025	Aug 4, 2025	—	Filing for NVO on Aug 4, 2025
NVONovo Nordisk A S	Purchase$1,001 - $15,000	Aug 14, 2025	Aug 4, 2025	—	Filing for NVO on Aug 4, 2025
NVONovo Nordisk A S	Purchase$1,001 - $15,000 · Spouse	Aug 14, 2025	Aug 4, 2025	—	Filing for NVO on Aug 4, 2025
UPSUnited Parcel Service	Sale (full)$1,001 - $15,000	Jul 31, 2025	Jul 22, 2025	▲ 17.0%−4.6 pts vs S&P	Filing for UPS on Jul 22, 2025
UPSUnited Parcel Service	Sale (full)$1,001 - $15,000 · Spouse	Jul 31, 2025	Jul 22, 2025	▲ 17.0%−4.6 pts vs S&P	Filing for UPS on Jul 22, 2025
UPSUnited Parcel Service	Sale (full)$50,001 - $100,000	Jul 31, 2025	Jul 22, 2025	▲ 17.0%−4.6 pts vs S&P	Filing for UPS on Jul 22, 2025
GOOGLAlphabet Inc. (Class A)	Sale (full)$1,001 - $15,000 · Joint	Jul 14, 2025	Jun 16, 2025	▲ 58.4%+31.2 pts vs S&P	Filing for GOOGL on Jun 16, 2025
AAPLApple Inc.	Sale (full)$15,001 - $50,000 · Joint	Jul 14, 2025	Jun 16, 2025	▲ 67.6%+40.4 pts vs S&P	Filing for AAPL on Jun 16, 2025
BRK.BBerkshire Hathaway	Sale (full)$15,001 - $50,000 · Joint	Jul 14, 2025	Jun 16, 2025	▲ 13.7%−13.5 pts vs S&P	Filing for BRK.B on Jun 16, 2025
CSCOCisco	Sale (full)$1,001 - $15,000 · Joint	Jul 14, 2025	Jun 16, 2025	▲ 62.0%+34.8 pts vs S&P	Filing for CSCO on Jun 16, 2025
HDThe Home Depot	Sale (full)$15,001 - $50,000 · Joint	Jul 14, 2025	Jun 16, 2025	▼ 3.0%−30.1 pts vs S&P	Filing for HD on Jun 16, 2025
JNJJohnson & Johnson	Sale (full)$15,001 - $50,000 · Joint	Jul 14, 2025	Jun 16, 2025	▲ 76.5%+49.3 pts vs S&P	Filing for JNJ on Jun 16, 2025
JPMJPMorgan Chase	Sale (full)$15,001 - $50,000 · Joint	Jul 14, 2025	Jun 16, 2025	▲ 28.2%+1.0 pts vs S&P	Filing for JPM on Jun 16, 2025
KVUEKenvue	Sale (full)$1,001 - $15,000 · Joint	Jul 14, 2025	Jun 16, 2025	▼ 4.5%−32.0 pts vs S&P	Filing for KVUE on Jun 16, 2025
MCDMcDonald's	Sale (full)$15,001 - $50,000 · Joint	Jul 14, 2025	Jun 16, 2025	▼ 8.7%−35.8 pts vs S&P	Filing for MCD on Jun 16, 2025
MRKMerck & Co.	Sale (full)$1,001 - $15,000 · Joint	Jul 14, 2025	Jun 16, 2025	▲ 84.5%+57.3 pts vs S&P	Filing for MRK on Jun 16, 2025
MSFTMicrosoft Corporation	Sale (full)$15,001 - $50,000 · Joint	Jul 14, 2025	Jun 16, 2025	▲ 10.1%−17.1 pts vs S&P	Filing for MSFT on Jun 16, 2025
PEPPepsiCo	Sale (full)$1,001 - $15,000 · Joint	Jul 14, 2025	Jun 16, 2025	▲ 9.9%−17.3 pts vs S&P	Filing for PEP on Jun 16, 2025
PGProcter & Gamble	Sale (full)$15,001 - $50,000 · Joint	Jul 14, 2025	Jun 16, 2025	▲ 4.9%−22.3 pts vs S&P	Filing for PG on Jun 16, 2025
UPSUnited Parcel Service	Sale (full)$1,001 - $15,000 · Joint	Jul 14, 2025	Jun 16, 2025	▲ 17.0%−10.2 pts vs S&P	Filing for UPS on Jun 16, 2025
VVisa Inc.	Sale (full)$15,001 - $50,000 · Joint	Jul 14, 2025	Jun 16, 2025	▲ 19.6%−7.6 pts vs S&P	Filing for V on Jun 16, 2025
WMTWalmart	Sale (full)$15,001 - $50,000 · Joint	Jul 14, 2025	Jun 16, 2025	▲ 33.8%+6.6 pts vs S&P	Filing for WMT on Jun 16, 2025
UNPUnion Pacific Corporation	Purchase$1,001 - $15,000 · Spouse	Jun 2, 2025	Apr 21, 2025	▲ 46.0%−3.1 pts vs S&P	Filing for UNP on Apr 21, 2025
BWINBaldwin Insurance Group, Inc.	Sale (partial)$500,001 - $1,000,000 · Joint	Apr 17, 2025	Apr 10, 2025	▼ 23.4%−69.5 pts vs S&P	Filing for BWIN on Apr 10, 2025
NVONovo Nordisk A S	Purchase$1,001 - $15,000	Apr 11, 2025	Mar 27, 2025	—	Filing for NVO on Mar 27, 2025
NVONovo Nordisk A S	Purchase$15,001 - $50,000	Apr 11, 2025	Mar 27, 2025	—	Filing for NVO on Mar 27, 2025
AMZNAmazon	Purchase$1,001 - $15,000	Mar 18, 2025	Feb 26, 2025	▲ 17.6%−11.8 pts vs S&P	Filing for AMZN on Feb 26, 2025
AMZNAmazon	Purchase$1,001 - $15,000 · Spouse	Mar 18, 2025	Feb 26, 2025	▲ 17.6%−11.8 pts vs S&P	Filing for AMZN on Feb 26, 2025
AMZNAmazon	Purchase$50,001 - $100,000	Mar 18, 2025	Feb 26, 2025	▲ 17.6%−11.8 pts vs S&P	Filing for AMZN on Feb 26, 2025
LMTLockheed Martin	Purchase$1,001 - $15,000	Mar 18, 2025	Feb 18, 2025	▲ 57.0%+31.2 pts vs S&P	Filing for LMT on Feb 18, 2025
LMTLockheed Martin	Purchase$1,001 - $15,000 · Spouse	Mar 18, 2025	Feb 18, 2025	▲ 57.0%+31.2 pts vs S&P	Filing for LMT on Feb 18, 2025
LMTLockheed Martin	Purchase$15,001 - $50,000	Mar 18, 2025	Feb 18, 2025	▲ 57.0%+31.2 pts vs S&P	Filing for LMT on Feb 18, 2025
BWINBaldwin Insurance Group, Inc.	Sale (partial)$1,000,001 - $5,000,000 · Joint	Feb 23, 2025	Feb 7, 2025	▼ 24.4%−52.3 pts vs S&P	Filing for BWIN on Feb 7, 2025
BWINBaldwin Insurance Group, Inc.	Sale (partial)$15,001 - $50,000 · Joint	Feb 23, 2025	Feb 6, 2025	▼ 22.3%−49.1 pts vs S&P	Filing for BWIN on Feb 6, 2025
COSTCostco	Sale (full)$1,001 - $15,000	Mar 18, 2025	Jan 28, 2025	▲ 7.8%−19.3 pts vs S&P	Filing for COST on Jan 28, 2025
COSTCostco	Sale (full)$1,001 - $15,000 · Spouse	Mar 18, 2025	Jan 28, 2025	▲ 7.8%−19.3 pts vs S&P	Filing for COST on Jan 28, 2025
COSTCostco	Sale (full)$50,001 - $100,000	Mar 18, 2025	Jan 28, 2025	▲ 7.8%−19.3 pts vs S&P	Filing for COST on Jan 28, 2025
ADPAutomatic Data Processing	Purchase$1,001 - $15,000 · Spouse	Jul 3, 2025	Sep 25, 2024	▲ 13.3%−22.1 pts vs S&P	Filing for ADP on Sep 25, 2024
ITWIllinois Tool Works	Purchase$1,001 - $15,000 · Spouse	Jul 3, 2025	Sep 25, 2024	▲ 17.2%−18.1 pts vs S&P	Filing for ITW on Sep 25, 2024
ITWIllinois Tool Works	Purchase$50,001 - $100,000	Oct 15, 2024	Sep 25, 2024	▲ 17.2%−18.1 pts vs S&P	Filing for ITW on Sep 25, 2024
ITWIllinois Tool Works	Purchase$1,001 - $15,000	Oct 15, 2024	Sep 25, 2024	▲ 17.2%−18.1 pts vs S&P	Filing for ITW on Sep 25, 2024
ADPAutomatic Data Processing	Purchase$50,001 - $100,000	Oct 15, 2024	Sep 24, 2024	▲ 12.7%−22.3 pts vs S&P	Filing for ADP on Sep 24, 2024
ADPAutomatic Data Processing	Purchase$1,001 - $15,000	Oct 15, 2024	Sep 24, 2024	▲ 12.7%−22.3 pts vs S&P	Filing for ADP on Sep 24, 2024
SBUXStarbucks	Sale (full)$1,001 - $15,000 · Joint	Aug 20, 2024	Aug 14, 2024	▲ 17.5%−24.8 pts vs S&P	Filing for SBUX on Aug 14, 2024
SBUXStarbucks	Sale (full)$1,001 - $15,000	Aug 20, 2024	Aug 14, 2024	▲ 17.5%−24.8 pts vs S&P	Filing for SBUX on Aug 14, 2024
SBUXStarbucks	Sale (full)$100,001 - $250,000	Aug 20, 2024	Aug 14, 2024	▲ 17.5%−24.8 pts vs S&P	Filing for SBUX on Aug 14, 2024
SBUXStarbucks	Sale (full)$1,001 - $15,000 · Spouse	Aug 20, 2024	Aug 14, 2024	▲ 17.5%−24.8 pts vs S&P	Filing for SBUX on Aug 14, 2024
ACNAccenture	Purchase$1,001 - $15,000 · Spouse	Jul 3, 2025	Aug 7, 2024	▼ 16.2%−65.4 pts vs S&P	Filing for ACN on Aug 7, 2024
APDAir Products	Purchase$1,001 - $15,000 · Spouse	Jul 3, 2025	Aug 7, 2024	▲ 19.7%−29.5 pts vs S&P	Filing for APD on Aug 7, 2024
GOOGLAlphabet Inc. (Class A)	Purchase$1,001 - $15,000 · Spouse	Jul 3, 2025	Aug 7, 2024	▲ 77.0%+27.8 pts vs S&P	Filing for GOOGL on Aug 7, 2024
AMGNAmgen	Purchase$1,001 - $15,000 · Spouse	Jul 3, 2025	Aug 7, 2024	▲ 57.9%+8.7 pts vs S&P	Filing for AMGN on Aug 7, 2024
AAPLApple Inc.	Purchase$1,001 - $15,000 · Spouse	Jul 3, 2025	Aug 7, 2024	▲ 59.3%+10.1 pts vs S&P	Filing for AAPL on Aug 7, 2024
BRK.BBerkshire Hathaway	Purchase$1,001 - $15,000 · Spouse	Jul 3, 2025	Aug 7, 2024	▲ 30.5%−18.7 pts vs S&P	Filing for BRK.B on Aug 7, 2024
CBChubb Limited	Purchase$1,001 - $15,000 · Spouse	Jul 3, 2025	Aug 7, 2024	▲ 41.1%−8.1 pts vs S&P	Filing for CB on Aug 7, 2024
CMCSAComcast	Purchase$1,001 - $15,000 · Spouse	Jul 3, 2025	Aug 7, 2024	▼ 27.8%−77.0 pts vs S&P	Filing for CMCSA on Aug 7, 2024
COSTCostco	Purchase$1,001 - $15,000 · Spouse	Jul 3, 2025	Aug 7, 2024	▲ 27.8%−21.4 pts vs S&P	Filing for COST on Aug 7, 2024
GDGeneral Dynamics	Purchase$1,001 - $15,000 · Spouse	Jul 3, 2025	Aug 7, 2024	▲ 35.6%−13.6 pts vs S&P	Filing for GD on Aug 7, 2024
HDThe Home Depot	Purchase$1,001 - $15,000 · Spouse	Jul 3, 2025	Aug 7, 2024	▲ 2.6%−46.6 pts vs S&P	Filing for HD on Aug 7, 2024
JNJJohnson & Johnson	Purchase$1,001 - $15,000 · Spouse	Jul 3, 2025	Aug 7, 2024	▲ 78.0%+28.8 pts vs S&P	Filing for JNJ on Aug 7, 2024
JPMJPMorgan Chase	Purchase$1,001 - $15,000 · Spouse	Jul 3, 2025	Aug 7, 2024	▲ 76.0%+26.8 pts vs S&P	Filing for JPM on Aug 7, 2024
LMTLockheed Martin	Purchase$1,001 - $15,000 · Spouse	Jul 3, 2025	Aug 7, 2024	▲ 24.1%−25.1 pts vs S&P	Filing for LMT on Aug 7, 2024
MCDMcDonald's	Purchase$1,001 - $15,000 · Spouse	Jul 3, 2025	Aug 7, 2024	▲ 2.8%−46.4 pts vs S&P	Filing for MCD on Aug 7, 2024
MRKMerck & Co.	Purchase$1,001 - $15,000 · Spouse	Jul 3, 2025	Aug 7, 2024	▲ 37.2%−12.0 pts vs S&P	Filing for MRK on Aug 7, 2024
MSFTMicrosoft Corporation	Purchase$1,001 - $15,000 · Spouse	Jul 3, 2025	Aug 7, 2024	▲ 33.4%−15.8 pts vs S&P	Filing for MSFT on Aug 7, 2024
PEPPepsiCo	Purchase$1,001 - $15,000 · Spouse	Jul 3, 2025	Aug 7, 2024	▼ 12.9%−62.1 pts vs S&P	Filing for PEP on Aug 7, 2024
PGProcter & Gamble	Purchase$1,001 - $15,000 · Spouse	Jul 3, 2025	Aug 7, 2024	▲ 1.1%−48.1 pts vs S&P	Filing for PG on Aug 7, 2024
SBUXStarbucks	Purchase$1,001 - $15,000 · Spouse	Jul 3, 2025	Aug 7, 2024	▲ 46.6%−2.6 pts vs S&P	Filing for SBUX on Aug 7, 2024
HSYThe Hershey Company	Purchase$1,001 - $15,000 · Spouse	Jul 3, 2025	Aug 7, 2024	▼ 9.9%−59.1 pts vs S&P	Filing for HSY on Aug 7, 2024
UPSUnited Parcel Service	Purchase$1,001 - $15,000 · Spouse	Jul 3, 2025	Aug 7, 2024	▲ 1.4%−47.8 pts vs S&P	Filing for UPS on Aug 7, 2024
UNHUnitedHealth Group	Purchase$1,001 - $15,000 · Spouse	Jul 3, 2025	Aug 7, 2024	▼ 25.3%−74.5 pts vs S&P	Filing for UNH on Aug 7, 2024
VVisa Inc.	Purchase$1,001 - $15,000 · Spouse	Jul 3, 2025	Aug 7, 2024	▲ 66.9%+17.7 pts vs S&P	Filing for V on Aug 7, 2024
WMTWalmart	Purchase$1,001 - $15,000 · Spouse	Jul 3, 2025	Aug 7, 2024	▲ 90.4%+41.2 pts vs S&P	Filing for WMT on Aug 7, 2024
ACNAccenture	Purchase$50,001 - $100,000	Aug 20, 2024	Aug 7, 2024	▼ 16.2%−65.4 pts vs S&P	Filing for ACN on Aug 7, 2024
APDAir Products	Purchase$50,001 - $100,000	Aug 20, 2024	Aug 7, 2024	▲ 19.7%−29.5 pts vs S&P	Filing for APD on Aug 7, 2024
AMGNAmgen	Purchase$50,001 - $100,000	Aug 20, 2024	Aug 7, 2024	▲ 57.9%+8.7 pts vs S&P	Filing for AMGN on Aug 7, 2024
CBChubb Limited	Purchase$50,001 - $100,000	Aug 20, 2024	Aug 7, 2024	▲ 41.1%−8.1 pts vs S&P	Filing for CB on Aug 7, 2024
GDGeneral Dynamics	Purchase$50,001 - $100,000	Aug 20, 2024	Aug 7, 2024	▲ 35.6%−13.6 pts vs S&P	Filing for GD on Aug 7, 2024
JNJJohnson & Johnson	Purchase$15,001 - $50,000	Aug 20, 2024	Aug 7, 2024	▲ 78.0%+28.8 pts vs S&P	Filing for JNJ on Aug 7, 2024
MCDMcDonald's	Purchase$1,001 - $15,000	Aug 20, 2024	Aug 7, 2024	▲ 2.8%−46.4 pts vs S&P	Filing for MCD on Aug 7, 2024
SBUXStarbucks	Purchase$15,001 - $50,000	Aug 20, 2024	Aug 7, 2024	▲ 46.6%−2.6 pts vs S&P	Filing for SBUX on Aug 7, 2024
HSYThe Hershey Company	Purchase$50,001 - $100,000	Aug 20, 2024	Aug 7, 2024	▼ 9.9%−59.1 pts vs S&P	Filing for HSY on Aug 7, 2024
UPSUnited Parcel Service	Purchase$15,001 - $50,000	Aug 20, 2024	Aug 7, 2024	▲ 1.4%−47.8 pts vs S&P	Filing for UPS on Aug 7, 2024
AAPLApple Inc.	Sale (partial)$15,001 - $50,000	Aug 20, 2024	Aug 6, 2024	▲ 61.3%+13.0 pts vs S&P	Filing for AAPL on Aug 6, 2024
CSCOCisco	Sale (full)$50,001 - $100,000	Aug 20, 2024	Aug 6, 2024	▲ 140.0%+91.8 pts vs S&P	Filing for CSCO on Aug 6, 2024
COSTCostco	Sale (partial)$15,001 - $50,000	Aug 20, 2024	Aug 6, 2024	▲ 26.7%−21.5 pts vs S&P	Filing for COST on Aug 6, 2024
JPMJPMorgan Chase	Sale (partial)$15,001 - $50,000	Aug 20, 2024	Aug 6, 2024	▲ 76.1%+27.9 pts vs S&P	Filing for JPM on Aug 6, 2024
KVUEKenvue	Sale (full)$1,001 - $15,000	Aug 20, 2024	Aug 6, 2024	▲ 2.9%−45.7 pts vs S&P	Filing for KVUE on Aug 6, 2024
MSFTMicrosoft Corporation	Sale (partial)$15,001 - $50,000	Aug 20, 2024	Aug 6, 2024	▲ 33.0%−15.2 pts vs S&P	Filing for MSFT on Aug 6, 2024
NEENextEra Energy	Sale (full)$50,001 - $100,000	Aug 20, 2024	Aug 6, 2024	▲ 16.6%−31.6 pts vs S&P	Filing for NEE on Aug 6, 2024
PFEPfizer	Sale (full)$15,001 - $50,000	Aug 20, 2024	Aug 6, 2024	▲ 16.9%−31.3 pts vs S&P	Filing for PFE on Aug 6, 2024
WMTWalmart	Sale (partial)$15,001 - $50,000	Aug 20, 2024	Aug 6, 2024	▲ 88.1%+39.9 pts vs S&P	Filing for WMT on Aug 6, 2024
ACNAccenture	Purchase$1,001 - $15,000	Aug 20, 2024	Aug 2, 2024	▼ 17.6%−62.8 pts vs S&P	Filing for ACN on Aug 2, 2024
APDAir Products	Purchase$1,001 - $15,000	Aug 20, 2024	Aug 2, 2024	▲ 17.8%−27.4 pts vs S&P	Filing for APD on Aug 2, 2024
AMGNAmgen	Purchase$1,001 - $15,000	Aug 20, 2024	Aug 2, 2024	▲ 47.8%+2.5 pts vs S&P	Filing for AMGN on Aug 2, 2024
CBChubb Limited	Purchase$1,001 - $15,000	Aug 20, 2024	Aug 2, 2024	▲ 38.2%−7.0 pts vs S&P	Filing for CB on Aug 2, 2024
GDGeneral Dynamics	Purchase$1,001 - $15,000	Aug 20, 2024	Aug 2, 2024	▲ 33.2%−12.0 pts vs S&P	Filing for GD on Aug 2, 2024
JNJJohnson & Johnson	Purchase$1,001 - $15,000	Aug 20, 2024	Aug 2, 2024	▲ 72.3%+27.1 pts vs S&P	Filing for JNJ on Aug 2, 2024
MCDMcDonald's	Purchase$1,001 - $15,000	Aug 20, 2024	Aug 2, 2024	▲ 0.1%−45.1 pts vs S&P	Filing for MCD on Aug 2, 2024
MRKMerck & Co.	Purchase$1,001 - $15,000	Aug 20, 2024	Aug 2, 2024	▲ 34.0%−11.2 pts vs S&P	Filing for MRK on Aug 2, 2024
PEPPepsiCo	Purchase$1,001 - $15,000	Aug 20, 2024	Aug 2, 2024	▼ 15.9%−61.1 pts vs S&P	Filing for PEP on Aug 2, 2024
PGProcter & Gamble	Purchase$1,001 - $15,000	Aug 20, 2024	Aug 2, 2024	▲ 1.0%−44.2 pts vs S&P	Filing for PG on Aug 2, 2024
SBUXStarbucks	Purchase$1,001 - $15,000	Aug 20, 2024	Aug 2, 2024	▲ 45.4%+0.2 pts vs S&P	Filing for SBUX on Aug 2, 2024
HSYThe Hershey Company	Purchase$1,001 - $15,000	Aug 20, 2024	Aug 2, 2024	▼ 9.5%−54.8 pts vs S&P	Filing for HSY on Aug 2, 2024
UPSUnited Parcel Service	Purchase$1,001 - $15,000	Aug 20, 2024	Aug 2, 2024	▼ 2.4%−47.6 pts vs S&P	Filing for UPS on Aug 2, 2024
GOOGLAlphabet Inc. (Class A)	Sale (partial)$1,001 - $15,000	Aug 20, 2024	Aug 1, 2024	▲ 64.8%+22.3 pts vs S&P	Filing for GOOGL on Aug 1, 2024
AAPLApple Inc.	Sale (partial)$1,001 - $15,000	Aug 20, 2024	Aug 1, 2024	▲ 53.0%+10.5 pts vs S&P	Filing for AAPL on Aug 1, 2024
CSCOCisco	Sale (full)$1,001 - $15,000	Aug 20, 2024	Aug 1, 2024	▲ 128.7%+86.2 pts vs S&P	Filing for CSCO on Aug 1, 2024
COSTCostco	Sale (partial)$1,001 - $15,000	Aug 20, 2024	Aug 1, 2024	▲ 26.7%−15.8 pts vs S&P	Filing for COST on Aug 1, 2024
JPMJPMorgan Chase	Sale (partial)$1,001 - $15,000	Aug 20, 2024	Aug 1, 2024	▲ 69.6%+27.1 pts vs S&P	Filing for JPM on Aug 1, 2024
KVUEKenvue	Sale (full)$447.03	Aug 20, 2024	Aug 1, 2024	▲ 15.2%−27.7 pts vs S&P	Filing for KVUE on Aug 1, 2024
LMTLockheed Martin	Sale (partial)$1,001 - $15,000	Aug 20, 2024	Aug 1, 2024	▲ 24.0%−18.5 pts vs S&P	Filing for LMT on Aug 1, 2024
NEENextEra Energy	Sale (full)$1,001 - $15,000	Aug 20, 2024	Aug 1, 2024	▲ 14.5%−28.0 pts vs S&P	Filing for NEE on Aug 1, 2024
PFEPfizer	Sale (full)$1,001 - $15,000	Aug 20, 2024	Aug 1, 2024	▲ 11.9%−30.6 pts vs S&P	Filing for PFE on Aug 1, 2024
WMTWalmart	Sale (partial)$1,001 - $15,000	Aug 20, 2024	Aug 1, 2024	▲ 82.6%+40.1 pts vs S&P	Filing for WMT on Aug 1, 2024
AAPLApple Inc.	Sale (partial)$1,001 - $15,000 · Joint	Jul 3, 2025	Jan 30, 2024	▲ 78.2%+19.5 pts vs S&P	Filing for AAPL on Jan 30, 2024
BRK.BBerkshire Hathaway	Sale (partial)$1,001 - $15,000 · Joint	Jul 3, 2025	Jan 30, 2024	▲ 43.9%−14.7 pts vs S&P	Filing for BRK.B on Jan 30, 2024
SBUXStarbucks	Sale (partial)$1,001 - $15,000 · Joint	Jul 3, 2025	Jan 30, 2024	▲ 18.9%−39.7 pts vs S&P	Filing for SBUX on Jan 30, 2024
WMTWalmart	Sale (partial)$1,001 - $15,000 · Joint	Jul 3, 2025	Jan 30, 2024	▲ 132.4%+73.8 pts vs S&P	Filing for WMT on Jan 30, 2024
GOOGLAlphabet Inc. (Class A)	Sale (partial)$50,001 - $100,000 · Joint	Oct 12, 2023	Sep 11, 2023	▲ 105.8%+30.8 pts vs S&P	Filing for GOOGL on Sep 11, 2023
AAPLApple Inc.	Sale (partial)$15,001 - $50,000 · Joint	Oct 12, 2023	Sep 11, 2023	▲ 87.0%+12.1 pts vs S&P	Filing for AAPL on Sep 11, 2023
BRK.BBerkshire Hathaway	Sale (partial)$15,001 - $50,000 · Joint	Oct 12, 2023	Sep 11, 2023	▲ 52.4%−22.5 pts vs S&P	Filing for BRK.B on Sep 11, 2023
CSCOCisco	Sale (partial)$50,001 - $100,000 · Joint	Oct 12, 2023	Sep 11, 2023	▲ 96.8%+21.8 pts vs S&P	Filing for CSCO on Sep 11, 2023
HDThe Home Depot	Sale (partial)$15,001 - $50,000 · Joint	Oct 12, 2023	Sep 11, 2023	▲ 9.1%−65.8 pts vs S&P	Filing for HD on Sep 11, 2023
JNJJohnson & Johnson	Sale (partial)$15,001 - $50,000 · Joint	Oct 12, 2023	Sep 11, 2023	▲ 78.0%+3.1 pts vs S&P	Filing for JNJ on Sep 11, 2023
JPMJPMorgan Chase	Sale (partial)$15,001 - $50,000 · Joint	Oct 12, 2023	Sep 11, 2023	▲ 150.3%+75.3 pts vs S&P	Filing for JPM on Sep 11, 2023
MCDMcDonald's	Sale (partial)$15,001 - $50,000 · Joint	Oct 12, 2023	Sep 11, 2023	▲ 0.8%−74.1 pts vs S&P	Filing for MCD on Sep 11, 2023
MRKMerck & Co.	Sale (partial)$15,001 - $50,000 · Joint	Oct 12, 2023	Sep 11, 2023	▲ 46.0%−29.0 pts vs S&P	Filing for MRK on Sep 11, 2023
MSFTMicrosoft Corporation	Sale (partial)$15,001 - $50,000 · Joint	Oct 12, 2023	Sep 11, 2023	▲ 58.1%−16.8 pts vs S&P	Filing for MSFT on Sep 11, 2023
NEENextEra Energy	Sale (full)$15,001 - $50,000 · Joint	Oct 12, 2023	Sep 11, 2023	▲ 36.1%−38.9 pts vs S&P	Filing for NEE on Sep 11, 2023
PEPPepsiCo	Sale (partial)$15,001 - $50,000 · Joint	Oct 12, 2023	Sep 11, 2023	▼ 14.4%−89.4 pts vs S&P	Filing for PEP on Sep 11, 2023
PFEPfizer	Sale (full)$1,001 - $15,000 · Joint	Oct 12, 2023	Sep 11, 2023	▲ 7.0%−68.0 pts vs S&P	Filing for PFE on Sep 11, 2023
PGProcter & Gamble	Sale (partial)$15,001 - $50,000 · Joint	Oct 12, 2023	Sep 11, 2023	▲ 13.9%−61.1 pts vs S&P	Filing for PG on Sep 11, 2023
SBUXStarbucks	Sale (partial)$15,001 - $50,000 · Joint	Oct 12, 2023	Sep 11, 2023	▲ 17.6%−57.4 pts vs S&P	Filing for SBUX on Sep 11, 2023
UPSUnited Parcel Service	Sale (partial)$15,001 - $50,000 · Joint	Oct 12, 2023	Sep 11, 2023	▼ 19.6%−94.6 pts vs S&P	Filing for UPS on Sep 11, 2023
UNHUnitedHealth Group	Sale (full)$15,001 - $50,000 · Joint	Oct 12, 2023	Sep 11, 2023	▼ 10.8%−85.7 pts vs S&P	Filing for UNH on Sep 11, 2023
VVisa Inc.	Sale (partial)$15,001 - $50,000 · Joint	Oct 12, 2023	Sep 11, 2023	▲ 74.2%−0.8 pts vs S&P	Filing for V on Sep 11, 2023
WMTWalmart	Sale (partial)$15,001 - $50,000 · Joint	Oct 12, 2023	Sep 11, 2023	▲ 135.1%+60.1 pts vs S&P	Filing for WMT on Sep 11, 2023
AAPLApple Inc.	Sale (partial)$1,001 - $15,000 · Joint	May 23, 2023	Apr 19, 2023	▲ 100.7%+10.5 pts vs S&P	Filing for AAPL on Apr 19, 2023
CMCSAComcast	Purchase$50,001 - $100,000	May 23, 2023	Apr 19, 2023	▼ 24.6%−114.8 pts vs S&P	Filing for CMCSA on Apr 19, 2023
CMCSAComcast	Purchase$1,001 - $15,000	May 23, 2023	Apr 19, 2023	▼ 24.6%−114.8 pts vs S&P	Filing for CMCSA on Apr 19, 2023
COSTCostco	Purchase$1,001 - $15,000	May 23, 2023	Apr 19, 2023	▲ 115.7%+25.5 pts vs S&P	Filing for COST on Apr 19, 2023
COSTCostco	Purchase$50,001 - $100,000	May 23, 2023	Apr 19, 2023	▲ 115.7%+25.5 pts vs S&P	Filing for COST on Apr 19, 2023
SBUXStarbucks	Sale (partial)$1,001 - $15,000 · Joint	May 23, 2023	Apr 19, 2023	▲ 6.0%−84.1 pts vs S&P	Filing for SBUX on Apr 19, 2023
MSFTMicrosoft Corporation	Sale (partial)$15,001 - $50,000 · Joint	Mar 7, 2023	Feb 21, 2023	▲ 112.4%+14.3 pts vs S&P	Filing for MSFT on Feb 21, 2023
WMTWalmart	Sale (partial)$15,001 - $50,000 · Joint	Mar 7, 2023	Feb 21, 2023	▲ 165.2%+67.2 pts vs S&P	Filing for WMT on Feb 21, 2023
AAPLApple Inc.	Sale (partial)$15,001 - $50,000 · Joint	Mar 7, 2023	Feb 15, 2023	▲ 116.6%+25.6 pts vs S&P	Filing for AAPL on Feb 15, 2023
BRK.BBerkshire Hathaway	Sale (partial)$50,001 - $100,000 · Joint	Mar 7, 2023	Feb 15, 2023	▲ 79.9%−11.0 pts vs S&P	Filing for BRK.B on Feb 15, 2023
CSCOCisco	Sale (partial)$15,001 - $50,000 · Joint	Mar 7, 2023	Feb 15, 2023	▲ 134.4%+43.4 pts vs S&P	Filing for CSCO on Feb 15, 2023
CMCSAComcast	Sale (full)$50,001 - $100,000 · Joint	Mar 7, 2023	Feb 15, 2023	▼ 26.3%−117.3 pts vs S&P	Filing for CMCSA on Feb 15, 2023
JPMJPMorgan Chase	Sale (partial)$50,001 - $100,000 · Joint	Mar 7, 2023	Feb 15, 2023	▲ 155.2%+64.2 pts vs S&P	Filing for JPM on Feb 15, 2023
MDTMedtronic	Sale (full)$50,001 - $100,000 · Joint	Mar 7, 2023	Feb 15, 2023	▲ 32.3%−58.6 pts vs S&P	Filing for MDT on Feb 15, 2023
MSFTMicrosoft Corporation	Sale (partial)$15,001 - $50,000 · Joint	Mar 7, 2023	Feb 15, 2023	▲ 99.3%+8.3 pts vs S&P	Filing for MSFT on Feb 15, 2023
NEENextEra Energy	Sale (partial)$15,001 - $50,000 · Joint	Mar 7, 2023	Feb 15, 2023	▲ 21.8%−69.2 pts vs S&P	Filing for NEE on Feb 15, 2023
PFEPfizer	Sale (partial)$15,001 - $50,000 · Joint	Mar 7, 2023	Feb 15, 2023	▼ 14.3%−105.3 pts vs S&P	Filing for PFE on Feb 15, 2023
PNCPNC Financial Services	Sale (full)$15,001 - $50,000 · Joint	Mar 7, 2023	Feb 15, 2023	▲ 65.6%−25.4 pts vs S&P	Filing for PNC on Feb 15, 2023
SBUXStarbucks	Sale (partial)$50,001 - $100,000 · Joint	Mar 7, 2023	Feb 15, 2023	▲ 4.3%−86.7 pts vs S&P	Filing for SBUX on Feb 15, 2023
UPSUnited Parcel Service	Sale (full)$15,001 - $50,000 · Joint	Mar 7, 2023	Feb 15, 2023	▼ 28.9%−119.8 pts vs S&P	Filing for UPS on Feb 15, 2023
UNHUnitedHealth Group	Sale (partial)$15,001 - $50,000 · Joint	Mar 7, 2023	Feb 15, 2023	▼ 11.9%−102.9 pts vs S&P	Filing for UNH on Feb 15, 2023
VZVerizon	Sale (full)$50,001 - $100,000 · Joint	Mar 7, 2023	Feb 15, 2023	▲ 43.3%−47.7 pts vs S&P	Filing for VZ on Feb 15, 2023
CSCOCisco	Purchase$15,001 - $50,000	Oct 11, 2022	Sep 13, 2022	▲ 161.9%+59.0 pts vs S&P	Filing for CSCO on Sep 13, 2022
CSCOCisco	Purchase$1,001 - $15,000	Oct 11, 2022	Sep 13, 2022	▲ 161.9%+59.0 pts vs S&P	Filing for CSCO on Sep 13, 2022
MDTMedtronic	Purchase$15,001 - $50,000	Oct 11, 2022	Sep 13, 2022	▲ 25.9%−77.0 pts vs S&P	Filing for MDT on Sep 13, 2022
MDTMedtronic	Purchase$1,001 - $15,000	Oct 11, 2022	Sep 13, 2022	▲ 25.9%−77.0 pts vs S&P	Filing for MDT on Sep 13, 2022
MSFTMicrosoft Corporation	Purchase$15,001 - $50,000	Oct 11, 2022	Sep 13, 2022	▲ 114.1%+11.2 pts vs S&P	Filing for MSFT on Sep 13, 2022
WMTWalmart	Purchase$1,001 - $15,000	Oct 11, 2022	Sep 13, 2022	▲ 190.1%+87.2 pts vs S&P	Filing for WMT on Sep 13, 2022
WMTWalmart	Purchase$15,001 - $50,000	Oct 11, 2022	Sep 13, 2022	▲ 190.1%+87.2 pts vs S&P	Filing for WMT on Sep 13, 2022
LMTLockheed Martin	Purchase$50,001 - $100,000	Oct 11, 2022	Sep 12, 2022	▲ 70.4%−23.6 pts vs S&P	Filing for LMT on Sep 12, 2022
LMTLockheed Martin	Purchase$1,001 - $15,000	Oct 11, 2022	Sep 12, 2022	▲ 70.4%−23.6 pts vs S&P	Filing for LMT on Sep 12, 2022
HDThe Home Depot	Purchase$1,001 - $15,000	Oct 11, 2022	Sep 9, 2022	▲ 22.8%−73.3 pts vs S&P	Filing for HD on Sep 9, 2022
HDThe Home Depot	Purchase$15,001 - $50,000	Oct 11, 2022	Sep 9, 2022	▲ 22.8%−73.3 pts vs S&P	Filing for HD on Sep 9, 2022
SBUXStarbucks	Purchase$15,001 - $50,000	Oct 11, 2022	Sep 9, 2022	▲ 29.5%−66.6 pts vs S&P	Filing for SBUX on Sep 9, 2022
SBUXStarbucks	Purchase$1,001 - $15,000	Oct 11, 2022	Sep 9, 2022	▲ 29.5%−66.6 pts vs S&P	Filing for SBUX on Sep 9, 2022

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	+0.7%	−0.4%	45%	86	−0.1% (86)
Purchases	90 days	−1.3%	−2.5%	35%	81	−2.4% (81)
Sales	30 days	−0.4%	−0.4%	46%	100	+0.8% (100)
Sales	90 days	−3.7%	−4.3%	35%	95	−2.7% (95)

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 Sep 17, 2026 11 stock or option trades · ACN, GOOGL, AAPL, JPM, MCD, NVO, PEP
Report filed Feb 23, 2026 3 stock or option trades · HSY
Report filed Oct 22, 2025 3 stock or option trades · UNP
Report filed Aug 14, 2025 7 stock or option trades · CMCSA, NVO
Report filed Jul 31, 2025 3 stock or option trades · UPS
Report filed Jul 14, 2025 16 stock or option trades · GOOGL, AAPL, BRK.B, CSCO, HD, JNJ, JPM, KVUE, MCD, MRK, MSFT, PEP
Report filed Jul 3, 2025 31 stock or option trades · ACN, APD, GOOGL, AMGN, AAPL, ADP, BRK.B, CB, CMCSA, COST, GD, HD
Report filed Jun 2, 2025 1 stock or option trade · UNP
Report filed Apr 17, 2025 1 stock or option trade · BWIN
Report filed Apr 11, 2025 2 stock or option trades · NVO
Report filed Mar 18, 2025 9 stock or option trades · AMZN, COST, LMT
Report filed Feb 23, 2025 2 stock or option trades · BWIN
Report filed Oct 15, 2024 4 stock or option trades · ADP, ITW
Report filed Aug 20, 2024 48 stock or option trades · ACN, APD, GOOGL, AMGN, AAPL, CB, CSCO, COST, GD, JNJ, JPM, KVUE
Report filed Jun 2, 2024 1 stock or option trade
Report filed Apr 23, 2024 2 stock or option trades
Report filed Oct 12, 2023 22 stock or option trades · GOOGL, AAPL, BRK.B, CSCO, HD, JNJ, JPM, MCD, MRK, MSFT, NEE, PEP
Report filed May 23, 2023 10 stock or option trades · AAPL, CMCSA, COST, SBUX
Report filed Mar 7, 2023 20 stock or option trades · AAPL, BRK.B, CSCO, CMCSA, JPM, MDT, MSFT, NEE, PFE, PNC, SBUX, UPS
Report filed Oct 11, 2022 16 stock or option trades · CSCO, HD, LMT, MDT, MSFT, SBUX, WMT
Report filed Apr 8, 2022 Scanned paper report (not transcribed)
Report filed Mar 3, 2022 1 stock or option trade
Report filed Oct 20, 2021 Scanned paper report (not transcribed)
Report filed Jun 15, 2021 Scanned paper report (not transcribed)
Report filed Jun 15, 2021 Scanned paper report (not transcribed)
Report filed Jun 8, 2021 Scanned paper report (not transcribed)
Report filed Jun 1, 2021 1 stock or option trade
Report filed May 20, 2021 Scanned paper report (not transcribed)
Report filed Mar 26, 2021 1 stock or option trade

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