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Suzan K. DelBene: stock trades

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

Activity

Top sectors

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

  • Technology72% of trades 72
  • Industrials25% of trades 25
  • Consumer Discretionary2% of trades 2
  • Energy1% of trades 1

Would copying Suzan K. DelBene’s trades have beaten the S&P 500?

Copying Suzan K. DelBene’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 20, 2015 into $39,368 by November 2, 2026, against $45,437 in the S&P 500: +12.4% a year against +13.7%, with a beta of 0.68. Selling each purchase after 6 months instead would have made +15.3% a year. Six months after each report, the average share purchase was +5.6% against the S&P 500 (median +6.1%), and 71% beat it, a gap unlikely to be luck alone. Measured from the trade date instead, the member’s own timing, the average was +6.3%. Reports arrived a median of 30 days after the trade. 1 purchase had already been sold in full by the time it was reported, so a follower could not copy it; the averages below still count every purchase.

$0$20.0k$40.0k 201520172019202120232025 $45.4k$39.4k
Copying Suzan K. DelBeneS&P 500, buy and hold $10,000 copying Suzan K. DelBene’s disclosed holdings from January 20, 2015, before costs and taxes, marked weekly. Each annual report resets the copy to the holdings it lists; each trade report then adds or reduces positions, sized by the middle of the amount band filed (a partial sale takes off its band but never more than half the position). Holdings before the first report in our records are unknown. Money not in a stock earns the Treasury bill rate.
MeasuredTrades countedAverage vs S&P 500MedianWent the right wayt-statisticEvidence
Purchases, 3 months after the report 48 +4.0% +4.3% 79% 3.63 Strong evidence: ahead
Purchases, 6 months after the report 48 +5.6% +6.1% 71% 2.64 Strong evidence: ahead
Purchases, 3 months after the trade 48 +3.6% +4.6% 77% 2.35 Strong evidence: ahead
Purchases, 6 months after the trade 48 +6.3% +9.6% 79% 3.12 Strong evidence: ahead
Sales, 6 months after the report 47 +3.3% +3.3% 43% 1.07 Some evidence: seller wrong
Return a year, copying
+12.4%
S&P 500, same dates
+13.7%
Yearly swing (S&P 500)
21% (17%)
Sharpe ratio (S&P 500)
0.55 (0.70)
Biggest drop (S&P 500)
−30% (−34%)
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 Suzan K. DelBene traded and do not suggest the use of non-public information. How every member compares.

Stocks traded

Every company we cover that appears in the reports. “Since first purchase” is the stock’s move from the close on the member’s first disclosed purchase to the latest close, against the S&P 500; it is not the member’s return.
MSFTMicrosoft Corporation 38$23.8M–$111M 20$30.5M–$142M Aug 31, 2015 Aug 31, 2024 —
SPWRSunpower Inc. 2$2,002–$30,000 3$31,003–$115,000 Aug 12, 2015 Jun 9, 2016 —
AYIAcuity Inc. (de) 0 4$18,004–$95,000 Jul 9, 2015 Jun 9, 2016 —
ERIIEnergy Recovery, Inc. 2$2,002–$30,000 2$2,002–$30,000 Dec 4, 2014 Mar 9, 2015 —
ITRIItron, Inc. 1$15,001–$50,000 2$16,002–$65,000 Apr 9, 2015 Jun 9, 2016 —
BMIBadger Meter Inc 0 2$16,002–$65,000 Mar 2, 2016 Jun 9, 2016 —
CGNXCognex Corp 1$15,001–$50,000 1$15,001–$50,000 Dec 2, 2015 Jun 9, 2016 ▲ 256.7%−75.9 pts vs S&P
FLSFlowserve Corp 1$1,001–$15,000 1$15,001–$50,000 Nov 11, 2015 Jun 9, 2016 ▲ 115.6%−218.6 pts vs S&P
FSLRFirst Solar, Inc. 0 2$16,002–$65,000 Feb 12, 2016 Jun 9, 2016 —
JCIJohnson Controls 0 2$16,002–$65,000 Apr 18, 2016 Jun 9, 2016 —
MYRGMYR Group Inc. 0 2$2,002–$30,000 May 12, 2016 May 13, 2016 —
SEDGSolaredge Technologies, Inc. 1$15,001–$50,000 1$15,001–$50,000 Dec 15, 2015 Jun 9, 2016 ▲ 47.7%−292.3 pts vs S&P
TRMBTrimble Inc. 1$15,001–$50,000 1$15,001–$50,000 Feb 26, 2016 Jun 9, 2016 ▲ 178.7%−180.9 pts vs S&P
WMSAdvanced Drainage Systems, Inc. 1$15,001–$50,000 1$15,001–$50,000 Mar 6, 2015 Feb 2, 2016 —
WTSWatts Water Technologies Inc 1$1,001–$15,000 1$15,001–$50,000 Jul 27, 2015 Jun 9, 2016 —
XYLXylem Inc. 1$15,001–$50,000 1$50,001–$100,000 Jul 27, 2015 Jun 9, 2016 —
BWABorgwarner Inc 0 1$15,001–$50,000 Jun 9, 2016 Jun 9, 2016 —
CSIQCanadian Solar Inc. 0 1$15,001–$50,000 Jan 14, 2015 Jan 14, 2015 —
EOGEOG Resources 0 1$15,001–$50,000 Dec 1, 2014 Dec 1, 2014 —
LKQLKQ Corp 0 1$15,001–$50,000 Mar 6, 2015 Mar 6, 2015 —

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
MSFTMicrosoft Corporation Sale (full)$100,001 - $250,000 · Joint Sep 9, 2024 Aug 31, 2024 ▲ 29.5%−10.6 pts vs S&P Filing
MSFTMicrosoft Corporation Sale (full)$100,001 - $250,000 · Spouse Mar 8, 2024 Feb 29, 2024 ▲ 28.7%−24.6 pts vs S&P Filing
MSFTMicrosoft Corporation Sale (full)$500,001 - $1,000,000 · Spouse Sep 11, 2023 Aug 31, 2023 ▲ 63.0%−11.2 pts vs S&P Filing
MSFTMicrosoft Corporation Sale (full)$250,001 - $500,000 · Spouse Sep 11, 2023 Aug 30, 2023 ▲ 62.5%−11.5 pts vs S&P Filing
MSFTMicrosoft Corporation Sale (partial)$5,000,001 - $25,000,000 · Spouse Oct 29, 2021 Oct 18, 2021 ▲ 77.0%−3.2 pts vs S&P Filing
MSFTMicrosoft Corporation Sale (full)$5,000,001 - $25,000,000 · Spouse Oct 15, 2021 Sep 3, 2021 ▲ 80.7%+2.2 pts vs S&P Filing
MSFTMicrosoft Corporation Purchase$5,000,001 - $25,000,000 · Spouse Sep 15, 2021 Aug 31, 2021 ▲ 80.2%+1.1 pts vs S&P Filing
MSFTMicrosoft Corporation Purchase$250,001 - $500,000 · Spouse Sep 15, 2021 Aug 30, 2021 ▲ 79.2%+0.4 pts vs S&P Filing
MSFTMicrosoft Corporation Purchase$1,001 - $15,000 · Spouse Aug 6, 2021 Jul 2, 2021 ▲ 96.3%+9.8 pts vs S&P Filing
PLTRPalantir Technologies Inc. Exchange$100,001 - $250,000 · Joint Jul 19, 2021 Jun 18, 2021 — Filing
MSFTMicrosoft Corporation Purchase$1,001 - $15,000 · Joint Apr 13, 2021 Mar 31, 2021 ▲ 131.7%+27.0 pts vs S&P Filing
MSFTMicrosoft Corporation Sale (partial)$500,001 - $1,000,000 · Spouse Apr 13, 2021 Mar 4, 2021 ▲ 141.0%+24.8 pts vs S&P Filing
MSFTMicrosoft Corporation Sale (partial)$250,001 - $500,000 · Spouse Jan 13, 2021 Dec 1, 2020 ▲ 153.3%+29.9 pts vs S&P Filing
MSFTMicrosoft Corporation Purchase$1,001 - $15,000 · Spouse Nov 9, 2020 Sep 30, 2020 ▲ 161.0%+16.9 pts vs S&P Filing
MSFTMicrosoft Corporation Sale (partial)$5,000,001 - $25,000,000 · Spouse Nov 9, 2020 Sep 2, 2020 ▲ 137.0%+7.5 pts vs S&P Filing
MSFTMicrosoft Corporation Purchase$5,000,001 - $25,000,000 · Spouse Sep 14, 2020 Aug 31, 2020 ▲ 143.4%+8.5 pts vs S&P Filing
MSFTMicrosoft Corporation Sale (partial)$1,000,001 - $5,000,000 · Joint Aug 10, 2020 Jul 28, 2020 ▲ 172.4%+16.9 pts vs S&P Filing
MSFTMicrosoft Corporation Sale (full)$1,000,001 - $5,000,000 · Spouse Aug 10, 2020 Jul 28, 2020 ▲ 172.4%+16.9 pts vs S&P Filing
MSFTMicrosoft Corporation Purchase$1,001 - $15,000 · Spouse Jul 15, 2020 Jun 30, 2020 ▲ 170.4%+4.2 pts vs S&P Filing
MSFTMicrosoft Corporation Purchase$1,001 - $15,000 · Spouse Apr 14, 2020 Mar 31, 2020 ▲ 249.9%+30.1 pts vs S&P Filing
MSFTMicrosoft Corporation Purchase$500,001 - $1,000,000 · Spouse Apr 14, 2020 Mar 2, 2020 ▲ 219.4%+51.1 pts vs S&P Filing
MSFTMicrosoft Corporation Purchase$1,001 - $15,000 · Spouse Jan 15, 2020 Dec 31, 2019 ▲ 250.9%+93.3 pts vs S&P Filing
MSFTMicrosoft Corporation Purchase$1,001 - $15,000 · Spouse Oct 15, 2019 Sep 30, 2019 ▲ 299.4%+118.6 pts vs S&P Filing
MSFTMicrosoft Corporation Sale (full)$5,000,001 - $25,000,000 · Spouse Oct 15, 2019 Sep 4, 2019 ▲ 303.5%+118.7 pts vs S&P Filing
MSFTMicrosoft Corporation Purchase$5,000,001 - $25,000,000 · Spouse Oct 15, 2019 Sep 3, 2019 ▲ 308.2%+120.2 pts vs S&P Filing
MSFTMicrosoft Corporation Sale (full)$500,001 - $1,000,000 · Spouse Sep 15, 2019 Aug 28, 2019 ▲ 309.6%+119.8 pts vs S&P Filing
MSFTMicrosoft Corporation Purchase$1,001 - $15,000 · Spouse Jul 16, 2019 Jun 28, 2019 ▲ 315.9%+130.2 pts vs S&P Filing
MSFTMicrosoft Corporation Purchase$1,001 - $15,000 · Spouse Apr 12, 2019 Mar 29, 2019 ▲ 374.1%+176.3 pts vs S&P Filing
MSFTMicrosoft Corporation Sale (partial)$500,001 - $1,000,000 · Spouse Apr 12, 2019 Mar 5, 2019 ▲ 400.6%+197.8 pts vs S&P Filing
MSFTMicrosoft Corporation Purchase$500,001 - $1,000,000 · Spouse Mar 15, 2019 Feb 28, 2019 ▲ 399.2%+196.0 pts vs S&P Filing
MSFTMicrosoft Corporation Purchase$1,001 - $15,000 · Spouse Jan 15, 2019 Dec 31, 2018 ▲ 452.9%+214.8 pts vs S&P Filing
MSFTMicrosoft Corporation Purchase$1,000,001 - $5,000,000 · Joint May 8, 2019 Dec 13, 2018 ▲ 413.1%+192.8 pts vs S&P Filing
MSFTMicrosoft Corporation Purchase$1,001 - $15,000 · Spouse Oct 16, 2018 Sep 28, 2018 ▲ 393.2%+200.8 pts vs S&P Filing
MSFTMicrosoft Corporation Sale (partial)$5,000,001 - $25,000,000 · Spouse Oct 16, 2018 Sep 4, 2018 ▲ 404.9%+210.3 pts vs S&P Filing
MSFTMicrosoft Corporation Purchase$5,000,001 - $25,000,000 · Spouse Sep 14, 2018 Aug 31, 2018 ▲ 402.1%+208.0 pts vs S&P Filing
MSFTMicrosoft Corporation Purchase$250,001 - $500,000 · Spouse Sep 14, 2018 Aug 29, 2018 ▲ 403.5%+210.6 pts vs S&P Filing
MSFTMicrosoft Corporation Purchase$1,001 - $15,000 · Spouse Aug 29, 2018 Jul 2, 2018 ▲ 466.1%+252.1 pts vs S&P Filing
MSFTMicrosoft Corporation Purchase$1,001 - $15,000 · Spouse Apr 13, 2018 Mar 29, 2018 ▲ 523.0%+297.1 pts vs S&P Filing
MSFTMicrosoft Corporation Sale (full)$100,001 - $250,000 · Spouse Apr 13, 2018 Mar 1, 2018 ▲ 512.4%+290.8 pts vs S&P Filing
MSFTMicrosoft Corporation Purchase$250,001 - $500,000 · Spouse Mar 6, 2018 Feb 28, 2018 ▲ 506.4%+289.5 pts vs S&P Filing
MSFTMicrosoft Corporation Purchase$1,001 - $15,000 · Joint Jan 10, 2018 Dec 29, 2017 ▲ 567.9%+345.2 pts vs S&P Filing
MSFTMicrosoft Corporation Purchase$1,001 - $15,000 · Spouse Nov 3, 2017 Sep 29, 2017 ▲ 670.8%+426.3 pts vs S&P Filing
MSFTMicrosoft Corporation Sale (full)$250,001 - $500,000 · Spouse Nov 3, 2017 Sep 5, 2017 ▲ 680.0%+426.6 pts vs S&P Filing
MSFTMicrosoft Corporation Purchase$100,001 - $250,000 · Spouse Sep 19, 2017 Aug 31, 2017 ▲ 668.0%+416.5 pts vs S&P Filing
MSFTMicrosoft Corporation Purchase$250,001 - $500,000 · Spouse Sep 19, 2017 Aug 31, 2017 ▲ 668.0%+416.5 pts vs S&P Filing
MSFTMicrosoft Corporation Purchase$250,001 - $500,000 · Spouse Sep 19, 2017 Aug 29, 2017 ▲ 686.0%+430.8 pts vs S&P Filing
MSFTMicrosoft Corporation Purchase$1,001 - $15,000 · Spouse Jul 16, 2017 Jun 30, 2017 ▲ 737.5%+477.8 pts vs S&P Filing
MSFTMicrosoft Corporation Sale (full)$50,001 - $100,000 · Spouse Apr 5, 2017 Mar 1, 2017 ▲ 794.0%+527.9 pts vs S&P Filing
MSFTMicrosoft Corporation Purchase$1,001 - $15,000 · Spouse Jan 10, 2017 Dec 30, 2016 ▲ 840.0%+547.3 pts vs S&P Filing
MSFTMicrosoft Corporation Sale (full)$250,001 - $500,000 · Spouse Oct 16, 2016 Sep 1, 2016 ▲ 921.1%+612.8 pts vs S&P Filing
MSFTMicrosoft Corporation Purchase$250,001 - $500,000 · Spouse Sep 12, 2016 Aug 31, 2016 ▲ 923.4%+615.1 pts vs S&P Filing
MSFTMicrosoft Corporation Purchase$100,001 - $250,000 · Spouse Sep 12, 2016 Aug 29, 2016 ▲ 912.1%+605.7 pts vs S&P Filing
MSFTMicrosoft Corporation Purchase$1,001 - $15,000 · Joint Jul 13, 2016 Jun 30, 2016 ▲ 1056.3%+732.7 pts vs S&P Filing
AYIAcuity Inc. (de) Sale (full)$15,001 - $50,000 · Joint Jul 13, 2016 Jun 9, 2016 ▲ 32.5%−288.2 pts vs S&P Filing
BMIBadger Meter Inc Sale (full)$15,001 - $50,000 · Joint Jul 13, 2016 Jun 9, 2016 ▲ 340.4%+19.8 pts vs S&P Filing
BWABorgwarner Inc Sale (full)$15,001 - $50,000 · Joint Jul 13, 2016 Jun 9, 2016 ▲ 98.3%−222.4 pts vs S&P Filing
CGNXCognex Corp Sale (full)$15,001 - $50,000 · Joint Jul 13, 2016 Jun 9, 2016 ▲ 182.6%−138.0 pts vs S&P Filing
FSLRFirst Solar, Inc. Sale (full)$15,001 - $50,000 · Joint Jul 13, 2016 Jun 9, 2016 ▲ 271.4%−49.2 pts vs S&P Filing
FLSFlowserve Corp Sale (full)$15,001 - $50,000 · Joint Jul 13, 2016 Jun 9, 2016 ▲ 90.0%−230.6 pts vs S&P Filing
ITRIItron, Inc. Sale (full)$15,001 - $50,000 · Joint Jul 13, 2016 Jun 9, 2016 ▲ 114.4%−206.2 pts vs S&P Filing
JCIJohnson Controls Sale (full)$15,001 - $50,000 · Joint Jul 13, 2016 Jun 9, 2016 ▲ 362.2%+41.6 pts vs S&P Filing
SEDGSolaredge Technologies, Inc. Sale (full)$15,001 - $50,000 · Joint Jul 13, 2016 Jun 9, 2016 ▲ 44.0%−276.6 pts vs S&P Filing
SPWRSunpower Inc. Sale (full)$15,001 - $50,000 · Joint Jul 13, 2016 Jun 9, 2016 — Filing
TRMBTrimble Inc. Sale (full)$15,001 - $50,000 · Joint Jul 13, 2016 Jun 9, 2016 ▲ 150.5%−170.1 pts vs S&P Filing
WTSWatts Water Technologies Inc Sale (full)$15,001 - $50,000 · Joint Jul 13, 2016 Jun 9, 2016 ▲ 566.7%+246.1 pts vs S&P Filing
XYLXylem Inc. Sale (full)$50,001 - $100,000 · Joint Jul 13, 2016 Jun 9, 2016 ▲ 135.1%−185.6 pts vs S&P Filing
MYRGMYR Group Inc. Sale (full)$1,001 - $15,000 · Joint Jun 15, 2016 May 13, 2016 ▲ 1144.2%+808.5 pts vs S&P Filing
MYRGMYR Group Inc. Sale (full)$1,001 - $15,000 · Joint Jun 15, 2016 May 12, 2016 ▲ 1114.1%+782.3 pts vs S&P Filing
JCIJohnson Controls Sale (full)$1,001 - $15,000 · Joint May 13, 2016 Apr 18, 2016 ▲ 449.6%+123.3 pts vs S&P Filing
MSFTMicrosoft Corporation Purchase$1,001 - $15,000 · Spouse Apr 15, 2016 Mar 31, 2016 ▲ 978.8%+644.8 pts vs S&P Filing
AYIAcuity Inc. (de) Sale (full)$1,001 - $15,000 · Joint Apr 15, 2016 Mar 17, 2016 ▲ 52.5%−285.7 pts vs S&P Filing
ITRIItron, Inc. Sale (full)$1,001 - $15,000 · Joint Apr 15, 2016 Mar 16, 2016 ▲ 144.3%−196.7 pts vs S&P Filing
BMIBadger Meter Inc Sale (full)$1,001 - $15,000 · Joint Apr 15, 2016 Mar 2, 2016 ▲ 409.8%+59.2 pts vs S&P Filing
SPWRSunpower Inc. Purchase$1,001 - $15,000 · Joint Apr 15, 2016 Mar 2, 2016 — Filing
TRMBTrimble Inc. Purchase$15,001 - $50,000 · Joint Mar 11, 2016 Feb 26, 2016 ▲ 178.7%−180.9 pts vs S&P Filing
MSFTMicrosoft Corporation Sale (full)$100,001 - $250,000 · Spouse Mar 11, 2016 Feb 16, 2016 ▲ 1066.2%+693.8 pts vs S&P Filing
FSLRFirst Solar, Inc. Sale (full)$1,001 - $15,000 · Joint Mar 11, 2016 Feb 12, 2016 ▲ 207.2%−173.2 pts vs S&P Filing
WMSAdvanced Drainage Systems, Inc. Sale (full)$15,001 - $50,000 · Joint Mar 11, 2016 Feb 2, 2016 ▲ 657.3%+285.8 pts vs S&P Filing
SPWRSunpower Inc. Purchase$1,001 - $15,000 · Joint Feb 15, 2016 Jan 21, 2016 — Filing
MSFTMicrosoft Corporation Purchase$15,001 - $50,000 · Spouse Jan 14, 2016 Dec 31, 2015 ▲ 981.7%+641.8 pts vs S&P Filing
AYIAcuity Inc. (de) Sale (full)$1,001 - $15,000 · Joint Jan 14, 2016 Dec 22, 2015 ▲ 44.0%−296.7 pts vs S&P Filing
SEDGSolaredge Technologies, Inc. Purchase$15,001 - $50,000 · Joint Jan 14, 2016 Dec 15, 2015 ▲ 47.7%−292.3 pts vs S&P Filing
CGNXCognex Corp Purchase$15,001 - $50,000 · Joint Jan 14, 2016 Dec 2, 2015 ▲ 256.7%−75.9 pts vs S&P Filing
FLSFlowserve Corp Purchase$1,001 - $15,000 · Joint Dec 11, 2015 Nov 11, 2015 ▲ 115.6%−218.6 pts vs S&P Filing
MSFTMicrosoft Corporation Purchase$1,001 - $15,000 · Spouse Nov 11, 2015 Oct 27, 2015 — Filing
MSFTMicrosoft Corporation Purchase$1,001 - $15,000 · Spouse Nov 11, 2015 Oct 9, 2015 — Filing
MSFTMicrosoft Corporation Purchase$100,001 - $250,000 · Spouse Sep 14, 2015 Aug 31, 2015 — Filing
SPWRSunpower Inc. Sale (full)$15,001 - $50,000 · Joint Sep 14, 2015 Aug 20, 2015 — Filing
SPWRSunpower Inc. Sale (full)$1,001 - $15,000 · Joint Sep 14, 2015 Aug 12, 2015 — Filing
WTSWatts Water Technologies Inc Purchase$1,001 - $15,000 · Joint Aug 10, 2015 Jul 27, 2015 — Filing
XYLXylem Inc. Purchase$15,001 - $50,000 · Joint Aug 10, 2015 Jul 27, 2015 — Filing
AYIAcuity Inc. (de) Sale (full)$1,001 - $15,000 · Joint Aug 10, 2015 Jul 9, 2015 — Filing
ITRIItron, Inc. Purchase$15,001 - $50,000 · Joint May 10, 2015 Apr 9, 2015 — Filing
ERIIEnergy Recovery, Inc. Sale (full)$1,001 - $15,000 · Joint Apr 16, 2015 Mar 9, 2015 — Filing
WMSAdvanced Drainage Systems, Inc. Purchase$15,001 - $50,000 · Joint Apr 16, 2015 Mar 6, 2015 — Filing
ERIIEnergy Recovery, Inc. Sale (full)$1,001 - $15,000 · Joint Apr 16, 2015 Mar 6, 2015 — Filing
LKQLKQ Corp Sale (full)$15,001 - $50,000 · Joint Apr 16, 2015 Mar 6, 2015 — Filing
CSIQCanadian Solar Inc. Sale (full)$15,001 - $50,000 · Joint Feb 13, 2015 Jan 14, 2015 — Filing
ERIIEnergy Recovery, Inc. Purchase$1,001 - $15,000 · Joint Jan 19, 2015 Dec 5, 2014 — Filing
ERIIEnergy Recovery, Inc. Purchase$1,001 - $15,000 · Joint Jan 19, 2015 Dec 4, 2014 — Filing
EOGEOG Resources Sale (full)$15,001 - $50,000 · Joint Jan 19, 2015 Dec 1, 2014 — 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 +1.2% +1.2% 62% 39 +1.5% (41)
Purchases 90 days +4.6% +4.9% 80% 39 +4.8% (41)
Sales 30 days −1.2% −0.4% 44% 41 +1.1% (41)
Sales 90 days +0.9% +3.1% 68% 41 +3.0% (41)

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.

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