undamentalytics Newsletter

Thomas H. Kean, Jr.: stock trades

Republican, Representative for NJ's 7th district. Value ranges as filed, never exact figures.

Activity

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

Thomas H. Kean, Jr.: purchases and sales per month
0 5 10 15 Dec 2024: 5 purchases Dec 2024: 2 sales Dec Jan 2025: 3 purchases Jan 2025: 0 sales Feb 2025: 2 purchases Feb 2025: 3 sales Mar 2025: 1 purchases Mar 2025: 0 sales Mar Apr 2025: 11 purchases Apr 2025: 2 sales May 2025: 4 purchases May 2025: 1 sales Jun 2025: 2 purchases Jun 2025: 2 sales Jun Jul 2025: 2 purchases Jul 2025: 3 sales Aug 2025: 3 purchases Aug 2025: 2 sales Sep 2025: 3 purchases Sep 2025: 5 sales Sep Oct 2025: 0 purchases Oct 2025: 1 sales Nov 2025: 1 purchases Nov 2025: 2 sales Dec 2025: 0 purchases Dec 2025: 1 sales Dec Jan 2026: 1 purchases Jan 2026: 5 sales Feb 2026: 2 purchases Feb 2026: 2 sales Mar 2026: 2 purchases Mar 2026: 6 sales Mar Apr 2026: 1 purchases Apr 2026: 4 sales May 2026: 1 purchases May 2026: 1 sales Jun 2026: 6 purchases Jun 2026: 13 sales Jun Jul 2026: 4 purchases Jul 2026: 2 sales Aug 2026: 2 purchases Aug 2026: 4 sales Sep 2026: 2 purchases Sep 2026: 4 sales Sep Oct 2026: 0 purchases Oct 2026: 0 sales Nov 2026: 0 purchases Nov 2026: 0 sales
Show as a table
MonthPurchasesSales
Dec 202452
Jan 202530
Feb 202523
Mar 202510
Apr 2025112
May 202541
Jun 202522
Jul 202523
Aug 202532
Sep 202535
Oct 202501
Nov 202512
Dec 202501
Jan 202615
Feb 202622
Mar 202626
Apr 202614
May 202611
Jun 2026613
Jul 202642
Aug 202624
Sep 202624
Oct 202600
Nov 202600
Trades, 24 months
123
Purchases
58
Sales
65
In 2026
62

Top sectors

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

  • Health Care27% of trades 41 trades: 14 purchases, 27 sales
  • Financials19% of trades 29 trades: 10 purchases, 19 sales
  • Technology14% of trades 21 trades: 10 purchases, 11 sales
  • Industrials11% of trades 17 trades: 14 purchases, 3 sales
  • Materials9% of trades 13 trades: 10 purchases, 3 sales
  • Consumer Discretionary8% of trades 12 trades: 8 purchases, 4 sales

Would copying Thomas H. Kean, Jr.’s trades have beaten the S&P 500?

Copying Thomas H. Kean, Jr.’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 February 13, 2023 into $17,404 by November 2, 2026, against $19,212 in the S&P 500: +16.1% a year against +19.3%, with a beta of 0.79. Selling each purchase after 6 months instead would have made +24.0% a year. Six months after each report, the average share purchase was +0.4% against the S&P 500 (median −2.5%), and 42% beat it, well within what luck alone would produce. Measured from the trade date instead, the member’s own timing, the average was +3.0%. 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$10.0k$20.0k 2023202420252026 $19.2k$17.4k
Copying Thomas H. Kean, Jr.S&P 500, buy and hold $10,000 copying Thomas H. Kean, Jr.’s disclosed holdings from February 13, 2023, 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.
Thomas H. Kean, Jr.: trades against the S&P 500 afterwards
MeasuredTrades countedAverage vs S&P 500MedianWent the right wayt-statisticEvidence
Purchases, 3 months after the report 59 −0.5% −1.4% 46% -0.27 No reliable evidence
Purchases, 6 months after the report 52 +0.4% −2.5% 42% 0.11 No reliable evidence
Purchases, 3 months after the trade 63 −0.3% +0.2% 54% -0.19 No reliable evidence
Purchases, 6 months after the trade 53 +3.0% −1.0% 47% 0.88 No reliable evidence
Sales, 6 months after the report 48 −9.1% −8.2% 77% -3.36 Strong evidence: seller right
Return a year, copying
+16.1%
S&P 500, same dates
+19.3%
Yearly swing (S&P 500)
23% (15%)
Sharpe ratio (S&P 500)
0.57 (0.95)
Biggest drop (S&P 500)
−26% (−19%)
Market sensitivity (beta)
0.79

“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 Thomas H. Kean, Jr. 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.

Thomas H. Kean, Jr.: companies traded
SYKStryker Corporation 0 13$139,013–$510,000 Jan 10, 2023 Sep 30, 2026 —
JNJJohnson & Johnson 0 10$80,010–$325,000 Jan 27, 2023 Sep 30, 2026 —
GOOGLAlphabet Inc. (Class A) 0 6$34,006–$160,000 Dec 19, 2024 Aug 27, 2026 —
ABTAbbott Laboratories 4$4,004–$60,000 1$1,001–$15,000 Jul 23, 2024 Sep 17, 2026 ▲ 11.2%−28.1 pts vs S&P
AMZNAmazon 5$5,005–$75,000 0 Jan 16, 2025 Jul 8, 2026 ▲ 11.3%−18.3 pts vs S&P
FCNCAFirst Citizens Bancshares Inc 3$3,003–$45,000 2$2,002–$30,000 Apr 10, 2025 Apr 14, 2026 ▲ 45.3%−0.4 pts vs S&P
MKLMarkel Group Inc. 0 5$33,005–$145,000 Jan 10, 2023 Jun 29, 2026 —
MSFTMicrosoft Corporation 1$1,001–$15,000 4$18,004–$95,000 Jan 31, 2025 Aug 27, 2026 ▲ 23.9%−3.6 pts vs S&P
ADIAnalog Devices 2$2,002–$30,000 2$2,002–$30,000 Dec 13, 2024 Jun 30, 2026 ▲ 95.5%+68.1 pts vs S&P
AMCRAmcor 3$3,003–$45,000 1$1,001–$15,000 Aug 15, 2025 Aug 10, 2026 ▲ 21.0%+2.5 pts vs S&P
BDXBecton Dickinson 3$3,003–$45,000 1$1,001–$15,000 Jan 11, 2024 May 21, 2026 ▲ 13.8%−49.2 pts vs S&P
CHKPCheck Point Software Technologies LTD 2$16,002–$65,000 2$2,002–$30,000 Jul 29, 2025 Jun 1, 2026 ▼ 35.2%−55.2 pts vs S&P
ESABESAB Corp 4$4,004–$60,000 0 Jun 22, 2026 Sep 29, 2026 ▼ 25.2%−26.5 pts vs S&P
NKENike, Inc. 2$2,002–$30,000 2$2,002–$30,000 Feb 22, 2024 Sep 11, 2024 ▼ 60.2%−113.3 pts vs S&P
NVTnVent Electric plc 3$3,003–$45,000 1$1,001–$15,000 Mar 7, 2025 Apr 15, 2026 ▲ 127.9%+94.8 pts vs S&P
SPGIS&P Global 0 4$46,004–$165,000 Jan 10, 2023 Jun 29, 2026 —
AONAon plc 2$2,002–$30,000 1$15,001–$50,000 Jan 27, 2023 May 27, 2025 —
BENFranklin Resources 0 3$17,003–$80,000 Dec 16, 2024 Sep 3, 2025 —
CCKCrown Holdings, Inc. 2$2,002–$30,000 1$1,001–$15,000 Apr 19, 2023 May 8, 2025 ▲ 61.0%−28.7 pts vs S&P
CPCanadian Pacific Kansas City LTD 3$3,003–$45,000 0 Dec 27, 2024 Aug 22, 2025 ▲ 27.7%−1.2 pts vs S&P
DHRDanaher Corporation 3$3,003–$45,000 0 Jul 31, 2023 Sep 3, 2025 ▲ 2.7%−68.2 pts vs S&P
EQTEQT Corporation 3$3,003–$45,000 0 Jun 1, 2026 Jul 7, 2026 ▼ 0.5%−0.1 pts vs S&P
FISVFiserv 2$2,002–$30,000 1$1,001–$15,000 May 22, 2024 Oct 31, 2025 ▼ 66.0%−112.1 pts vs S&P
FTVFortive 2$2,002–$30,000 1$1,001–$15,000 Aug 2, 2024 Apr 10, 2025 ▲ 30.9%−13.9 pts vs S&P
ILMNIllumina, Inc. 3$3,003–$45,000 0 Apr 19, 2024 Apr 1, 2025 ▲ 98.3%+42.0 pts vs S&P
LINLinde plc 3$3,003–$45,000 0 Feb 18, 2026 Aug 10, 2026 ▲ 8.2%−2.3 pts vs S&P
ORCLOracle Corporation 1$1,001–$15,000 2$16,002–$65,000 Dec 14, 2023 Sep 15, 2025 ▲ 23.1%−42.1 pts vs S&P
PLDPrologis 3$3,003–$45,000 0 Dec 16, 2024 Jun 30, 2025 ▲ 26.2%−0.6 pts vs S&P
TXNTexas Instruments 3$3,003–$45,000 0 Nov 26, 2025 Sep 17, 2026 —
FISFidelity National Information Services 1$1,001–$15,000 1$1,001–$15,000 May 4, 2023 Jun 12, 2023 ▼ 19.3%−100.4 pts vs S&P
GILGildan Activewear Inc. 1$1,001–$15,000 1$1,001–$15,000 Jun 2, 2026 Jun 17, 2026 —
MDLZMondelez International 1$1,001–$15,000 1$1,001–$15,000 Feb 7, 2025 Sep 23, 2026 ▲ 20.2%−7.4 pts vs S&P
TTWOTake TWO Interactive Software Inc 1$1,001–$15,000 1$1,001–$15,000 Jan 18, 2023 Apr 21, 2026 ▲ 86.1%−15.3 pts vs S&P
WATWaters Corporation 0 2$2,002–$30,000 Feb 13, 2026 Mar 10, 2026 —
WCCWesco International Inc 1$15,001–$50,000 1$1,001–$15,000 Mar 16, 2023 Jun 23, 2025 ▲ 135.0%+35.9 pts vs S&P
ADBEAdobe Inc. 0 1$1,001–$15,000 Jul 29, 2025 Jul 29, 2025 —
CBChubb Limited 0 1$15,001–$50,000 Mar 26, 2026 Mar 26, 2026 —
FNVFranco Nevada Corp 1$1,001–$15,000 0 Sep 3, 2025 Sep 3, 2025 —
GMGeneral Motors 0 1$1,001–$15,000 Jan 7, 2026 Jan 7, 2026 —
GPNGlobal Payments 0 1$1,001–$15,000 Jun 12, 2023 Jun 12, 2023 —
ICEIntercontinental Exchange 1$1,001–$15,000 0 Sep 25, 2025 Sep 25, 2025 ▲ 4.4%−11.2 pts vs S&P
JPMJPMorgan Chase 1$1,001–$15,000 0 Apr 3, 2023 Apr 3, 2023 ▲ 185.1%+93.9 pts vs S&P
MAGNMagnera Corp 0 1$1,001–$15,000 Feb 12, 2025 Feb 12, 2025 —
MTZMastec Inc 1$1,001–$15,000 0 Aug 21, 2026 Aug 21, 2026 ▼ 27.2%−25.7 pts vs S&P
PEPPepsiCo 0 1$15,001–$50,000 Mar 26, 2026 Mar 26, 2026 —
TMOThermo Fisher Scientific 1$1,001–$15,000 0 May 5, 2025 May 5, 2025 ▲ 62.5%+26.9 pts vs S&P
TOSTToast, Inc. 1$1,001–$15,000 0 Jul 8, 2026 Jul 8, 2026 ▲ 17.0%+15.8 pts vs S&P
WPMWheaton Precious Metals Corp. 1$1,001–$15,000 0 Jun 4, 2026 Jun 4, 2026 —

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.

Thomas H. Kean, Jr.: trades in companies we cover
Report
JNJJohnson & Johnson Sale (partial)$1,001 - $15,000 Oct 30, 2026 Sep 30, 2026 ▲ 2.2%+3.6 pts vs S&P Filing for JNJ on Sep 30, 2026
SYKStryker Corporation Sale (partial)$1,001 - $15,000 Oct 30, 2026 Sep 30, 2026 ▲ 11.4%+12.8 pts vs S&P Filing for SYK on Sep 30, 2026
ESABESAB Corp Purchase$1,001 - $15,000 Oct 30, 2026 Sep 29, 2026 ▲ 13.1%+14.7 pts vs S&P Filing for ESAB on Sep 29, 2026
MDLZMondelez International Sale (partial)$1,001 - $15,000 Oct 30, 2026 Sep 23, 2026 ▲ 9.0%+11.1 pts vs S&P Filing for MDLZ on Sep 23, 2026
ABTAbbott Laboratories Sale (partial)$1,001 - $15,000 Oct 30, 2026 Sep 17, 2026 ▲ 8.4%+9.6 pts vs S&P Filing for ABT on Sep 17, 2026
TXNTexas Instruments Purchase$1,001 - $15,000 Oct 30, 2026 Sep 17, 2026 — Filing for TXN on Sep 17, 2026
GOOGLAlphabet Inc. (Class A) Sale (partial)$1,001 - $15,000 Sep 12, 2026 Aug 27, 2026 ▼ 18.1%−15.8 pts vs S&P Filing for GOOGL on Aug 27, 2026
JNJJohnson & Johnson Sale (partial)$1,001 - $15,000 Sep 12, 2026 Aug 27, 2026 ▲ 1.8%+4.0 pts vs S&P Filing for JNJ on Aug 27, 2026
MSFTMicrosoft Corporation Sale (partial)$15,001 - $50,000 Sep 12, 2026 Aug 27, 2026 ▲ 0.4%+2.6 pts vs S&P Filing for MSFT on Aug 27, 2026
MTZMastec Inc Purchase$1,001 - $15,000 Sep 12, 2026 Aug 21, 2026 ▼ 27.2%−25.7 pts vs S&P Filing for MTZ on Aug 21, 2026
AMCRAmcor Sale (partial)$1,001 - $15,000 Sep 12, 2026 Aug 10, 2026 ▲ 5.5%+8.0 pts vs S&P Filing for AMCR on Aug 10, 2026
LINLinde plc Purchase$1,001 - $15,000 Sep 12, 2026 Aug 10, 2026 ▲ 5.9%+8.3 pts vs S&P Filing for LIN on Aug 10, 2026
GOOGLAlphabet Inc. (Class A) Sale (partial)$1,001 - $15,000 Aug 18, 2026 Jul 22, 2026 ▼ 18.4%−19.3 pts vs S&P Filing for GOOGL on Jul 22, 2026
SYKStryker Corporation Sale (partial)$1,001 - $15,000 Aug 18, 2026 Jul 22, 2026 ▼ 0.5%−1.4 pts vs S&P Filing for SYK on Jul 22, 2026
AMZNAmazon Purchase$1,001 - $15,000 Aug 18, 2026 Jul 8, 2026 ▲ 0.8%−0.3 pts vs S&P Filing for AMZN on Jul 8, 2026
TOSTToast, Inc. Purchase$1,001 - $15,000 Aug 18, 2026 Jul 8, 2026 ▲ 17.0%+15.8 pts vs S&P Filing for TOST on Jul 8, 2026
EQTEQT Corporation Purchase$1,001 - $15,000 Aug 18, 2026 Jul 7, 2026 ▲ 6.3%+5.4 pts vs S&P Filing for EQT on Jul 7, 2026
ESABESAB Corp Purchase$1,001 - $15,000 Aug 18, 2026 Jul 7, 2026 ▼ 18.7%−19.5 pts vs S&P Filing for ESAB on Jul 7, 2026
ADIAnalog Devices Sale (partial)$1,001 - $15,000 Jul 15, 2026 Jun 30, 2026 ▲ 4.3%+3.3 pts vs S&P Filing for ADI on Jun 30, 2026
JNJJohnson & Johnson Sale (partial)$1,001 - $15,000 Jul 15, 2026 Jun 29, 2026 ▲ 5.2%+3.4 pts vs S&P Filing for JNJ on Jun 29, 2026
MKLMarkel Group Inc. Sale (partial)$1,001 - $15,000 Jul 15, 2026 Jun 29, 2026 ▼ 2.6%−4.4 pts vs S&P Filing for MKL on Jun 29, 2026
SPGIS&P Global Sale (partial)$1,001 - $15,000 Jul 15, 2026 Jun 29, 2026 ▲ 23.2%+21.5 pts vs S&P Filing for SPGI on Jun 29, 2026
GOOGLAlphabet Inc. (Class A) Sale (partial)$15,001 - $50,000 Jul 15, 2026 Jun 24, 2026 ▼ 19.1%−22.0 pts vs S&P Filing for GOOGL on Jun 24, 2026
ESABESAB Corp Purchase$1,001 - $15,000 Jul 15, 2026 Jun 24, 2026 ▼ 21.0%−23.8 pts vs S&P Filing for ESAB on Jun 24, 2026
ESABESAB Corp Purchase$1,001 - $15,000 Jul 15, 2026 Jun 22, 2026 ▼ 25.2%−26.5 pts vs S&P Filing for ESAB on Jun 22, 2026
GILGildan Activewear Inc. Sale (full)$1,001 - $15,000 Jul 15, 2026 Jun 17, 2026 — Filing for GIL on Jun 17, 2026
WPMWheaton Precious Metals Corp. Purchase$1,001 - $15,000 Jul 15, 2026 Jun 4, 2026 — Filing for WPM on Jun 4, 2026
GOOGLAlphabet Inc. (Class A) Sale (partial)$1,001 - $15,000 Jul 15, 2026 Jun 2, 2026 ▼ 22.8%−22.3 pts vs S&P Filing for GOOGL on Jun 2, 2026
GILGildan Activewear Inc. Purchase$1,001 - $15,000 Jul 15, 2026 Jun 2, 2026 — Filing for GIL on Jun 2, 2026
JNJJohnson & Johnson Sale (partial)$1,001 - $15,000 Jul 15, 2026 Jun 2, 2026 ▲ 22.0%+22.5 pts vs S&P Filing for JNJ on Jun 2, 2026
MKLMarkel Group Inc. Sale (partial)$1,001 - $15,000 Jul 15, 2026 Jun 2, 2026 ▲ 6.5%+7.0 pts vs S&P Filing for MKL on Jun 2, 2026
MSFTMicrosoft Corporation Sale (partial)$1,001 - $15,000 Jul 15, 2026 Jun 2, 2026 ▲ 15.1%+15.6 pts vs S&P Filing for MSFT on Jun 2, 2026
SYKStryker Corporation Sale (partial)$1,001 - $15,000 Jul 15, 2026 Jun 2, 2026 ▲ 5.2%+5.7 pts vs S&P Filing for SYK on Jun 2, 2026
CHKPCheck Point Software Technologies LTD Sale (full)$1,001 - $15,000 Jul 15, 2026 Jun 1, 2026 ▲ 1.8%+2.1 pts vs S&P Filing for CHKP on Jun 1, 2026
EQTEQT Corporation Purchase$1,001 - $15,000 Jul 15, 2026 Jun 1, 2026 ▼ 0.5%−0.1 pts vs S&P Filing for EQT on Jun 1, 2026
CHKPCheck Point Software Technologies LTD Sale (partial)$1,001 - $15,000 Jun 18, 2026 Jun 1, 2026 ▲ 1.8%+2.1 pts vs S&P Filing for CHKP on Jun 1, 2026
EQTEQT Corporation Purchase$1,001 - $15,000 Jun 18, 2026 Jun 1, 2026 ▼ 0.5%−0.1 pts vs S&P Filing for EQT on Jun 1, 2026
BDXBecton Dickinson Sale (full)$1,001 - $15,000 Jun 18, 2026 May 21, 2026 ▲ 37.6%+35.8 pts vs S&P Filing for BDX on May 21, 2026
AMCRAmcor Purchase$1,001 - $15,000 Jun 18, 2026 May 14, 2026 ▲ 31.0%+30.0 pts vs S&P Filing for AMCR on May 14, 2026
ADIAnalog Devices Sale (partial)$1,001 - $15,000 May 22, 2026 Apr 29, 2026 ▲ 6.7%+0.4 pts vs S&P Filing for ADI on Apr 29, 2026
TTWOTake TWO Interactive Software Inc Sale (full)$1,001 - $15,000 May 22, 2026 Apr 21, 2026 ▼ 11.7%−19.1 pts vs S&P Filing for TTWO on Apr 21, 2026
NVTnVent Electric plc Sale (partial)$1,001 - $15,000 May 22, 2026 Apr 15, 2026 ▼ 5.4%−13.4 pts vs S&P Filing for NVT on Apr 15, 2026
FCNCAFirst Citizens Bancshares Inc Sale (full)$1,001 - $15,000 May 22, 2026 Apr 14, 2026 ▲ 19.2%+10.3 pts vs S&P Filing for FCNCA on Apr 14, 2026
TXNTexas Instruments Purchase$1,001 - $15,000 May 22, 2026 Apr 14, 2026 — Filing for TXN on Apr 14, 2026
AMCRAmcor Purchase$1,001 - $15,000 Apr 13, 2026 Mar 31, 2026 ▲ 27.2%+10.9 pts vs S&P Filing for AMCR on Mar 31, 2026
CBChubb Limited Sale (partial)$15,001 - $50,000 Apr 13, 2026 Mar 26, 2026 ▲ 14.5%−2.7 pts vs S&P Filing for CB on Mar 26, 2026
FCNCAFirst Citizens Bancshares Inc Sale (partial)$1,001 - $15,000 Apr 13, 2026 Mar 26, 2026 ▲ 25.1%+7.9 pts vs S&P Filing for FCNCA on Mar 26, 2026
JNJJohnson & Johnson Sale (partial)$1,001 - $15,000 Apr 13, 2026 Mar 26, 2026 ▲ 14.3%−2.9 pts vs S&P Filing for JNJ on Mar 26, 2026
LINLinde plc Purchase$1,001 - $15,000 Apr 13, 2026 Mar 26, 2026 ▲ 5.6%−11.6 pts vs S&P Filing for LIN on Mar 26, 2026
PEPPepsiCo Sale (partial)$15,001 - $50,000 Apr 13, 2026 Mar 26, 2026 ▼ 4.9%−22.1 pts vs S&P Filing for PEP on Mar 26, 2026
SPGIS&P Global Sale (partial)$15,001 - $50,000 Apr 13, 2026 Mar 26, 2026 ▲ 22.3%+5.1 pts vs S&P Filing for SPGI on Mar 26, 2026
WATWaters Corporation Sale (partial)$1,001 - $15,000 Apr 13, 2026 Mar 10, 2026 ▲ 50.0%+38.1 pts vs S&P Filing for WAT on Mar 10, 2026
LINLinde plc Purchase$1,001 - $15,000 Mar 18, 2026 Feb 18, 2026 ▲ 8.2%−2.3 pts vs S&P Filing for LIN on Feb 18, 2026
WATWaters Corporation Sale (partial)$1,001 - $15,000 Mar 18, 2026 Feb 13, 2026 ▲ 39.0%+27.8 pts vs S&P Filing for WAT on Feb 13, 2026
GOOGLAlphabet Inc. (Class A) Sale (partial)$15,001 - $50,000 Mar 18, 2026 Feb 5, 2026 ▼ 15.6%−27.5 pts vs S&P Filing for GOOGL on Feb 5, 2026
FCNCAFirst Citizens Bancshares Inc Purchase$1,001 - $15,000 Mar 18, 2026 Feb 5, 2026 ▲ 11.9%+0.0 pts vs S&P Filing for FCNCA on Feb 5, 2026
ABTAbbott Laboratories Purchase$1,001 - $15,000 Feb 19, 2026 Jan 29, 2026 ▲ 5.9%−3.3 pts vs S&P Filing for ABT on Jan 29, 2026
JNJJohnson & Johnson Sale (partial)$15,001 - $50,000 Feb 19, 2026 Jan 23, 2026 ▲ 24.9%+14.9 pts vs S&P Filing for JNJ on Jan 23, 2026
MKLMarkel Group Inc. Sale (partial)$15,001 - $50,000 Feb 19, 2026 Jan 23, 2026 ▼ 6.2%−16.1 pts vs S&P Filing for MKL on Jan 23, 2026
MSFTMicrosoft Corporation Sale (partial)$1,001 - $15,000 Feb 19, 2026 Jan 23, 2026 ▲ 9.5%−0.4 pts vs S&P Filing for MSFT on Jan 23, 2026
SYKStryker Corporation Sale (partial)$15,001 - $50,000 Feb 19, 2026 Jan 23, 2026 ▼ 12.8%−22.8 pts vs S&P Filing for SYK on Jan 23, 2026
GMGeneral Motors Sale (full)$1,001 - $15,000 Feb 19, 2026 Jan 7, 2026 ▲ 10.5%+0.6 pts vs S&P Filing for GM on Jan 7, 2026
FWONKLiberty Media Corp Exchange$1,001 - $15,000 Jan 16, 2026 Dec 16, 2025 — Filing for FWONK on Dec 16, 2025
FWONKLiberty Media Corp Exchange$1,001 - $15,000 Jan 16, 2026 Dec 16, 2025 — Filing for FWONK on Dec 16, 2025
TXNTexas Instruments Purchase$1,001 - $15,000 Dec 19, 2025 Nov 26, 2025 — Filing for TXN on Nov 26, 2025
JNJJohnson & Johnson Sale (partial)$15,001 - $50,000 Dec 19, 2025 Nov 20, 2025 ▲ 36.2%+19.7 pts vs S&P Filing for JNJ on Nov 20, 2025
SYKStryker Corporation Sale (partial)$15,001 - $50,000 Dec 19, 2025 Nov 20, 2025 ▼ 13.9%−30.4 pts vs S&P Filing for SYK on Nov 20, 2025
FISVFiserv Sale (full)$1,001 - $15,000 Nov 17, 2025 Oct 31, 2025 ▼ 22.1%−33.6 pts vs S&P Filing for FISV on Oct 31, 2025
ICEIntercontinental Exchange Purchase$1,001 - $15,000 Oct 14, 2025 Sep 25, 2025 ▲ 4.4%−11.2 pts vs S&P Filing for ICE on Sep 25, 2025
ORCLOracle Corporation Sale (partial)$1,001 - $15,000 Oct 14, 2025 Sep 15, 2025 ▼ 59.9%−75.3 pts vs S&P Filing for ORCL on Sep 15, 2025
MKLMarkel Group Inc. Sale (partial)$15,001 - $50,000 Oct 14, 2025 Sep 12, 2025 ▼ 2.5%−18.5 pts vs S&P Filing for MKL on Sep 12, 2025
ORCLOracle Corporation Sale (partial)$15,001 - $50,000 Oct 14, 2025 Sep 12, 2025 ▼ 58.6%−74.5 pts vs S&P Filing for ORCL on Sep 12, 2025
SYKStryker Corporation Sale (partial)$15,001 - $50,000 Oct 14, 2025 Sep 12, 2025 ▼ 18.9%−34.9 pts vs S&P Filing for SYK on Sep 12, 2025
DHRDanaher Corporation Purchase$1,001 - $15,000 Oct 14, 2025 Sep 3, 2025 ▲ 15.3%−3.1 pts vs S&P Filing for DHR on Sep 3, 2025
FNVFranco Nevada Corp Purchase$1,001 - $15,000 Oct 14, 2025 Sep 3, 2025 — Filing for FNV on Sep 3, 2025
BENFranklin Resources Sale (full)$15,001 - $50,000 Oct 14, 2025 Sep 3, 2025 ▲ 33.2%+14.8 pts vs S&P Filing for BEN on Sep 3, 2025
MSFTMicrosoft Corporation Sale (partial)$1,001 - $15,000 Sep 18, 2025 Aug 25, 2025 ▲ 1.4%−17.3 pts vs S&P Filing for MSFT on Aug 25, 2025
SYKStryker Corporation Sale (partial)$1,001 - $15,000 Sep 18, 2025 Aug 25, 2025 ▼ 20.5%−39.1 pts vs S&P Filing for SYK on Aug 25, 2025
CPCanadian Pacific Kansas City LTD Purchase$1,001 - $15,000 Sep 18, 2025 Aug 22, 2025 ▲ 23.4%+5.2 pts vs S&P Filing for CP on Aug 22, 2025
AMCRAmcor Purchase$1,001 - $15,000 Sep 18, 2025 Aug 15, 2025 ▲ 21.0%+2.5 pts vs S&P Filing for AMCR on Aug 15, 2025
CHKPCheck Point Software Technologies LTD Purchase$1,001 - $15,000 Sep 18, 2025 Aug 4, 2025 ▼ 26.6%−47.4 pts vs S&P Filing for CHKP on Aug 4, 2025
JNJJohnson & Johnson Sale (partial)$15,001 - $50,000 Aug 20, 2025 Jul 31, 2025 ▲ 69.2%+48.6 pts vs S&P Filing for JNJ on Jul 31, 2025
SYKStryker Corporation Sale (partial)$15,001 - $50,000 Aug 20, 2025 Jul 31, 2025 ▼ 20.8%−41.4 pts vs S&P Filing for SYK on Jul 31, 2025
ADBEAdobe Inc. Sale (full)$1,001 - $15,000 Aug 20, 2025 Jul 29, 2025 ▼ 32.2%−52.2 pts vs S&P Filing for ADBE on Jul 29, 2025
CHKPCheck Point Software Technologies LTD Purchase$15,001 - $50,000 Aug 20, 2025 Jul 29, 2025 ▼ 35.2%−55.2 pts vs S&P Filing for CHKP on Jul 29, 2025
ABTAbbott Laboratories Purchase$1,001 - $15,000 Aug 20, 2025 Jul 21, 2025 ▼ 8.9%−30.1 pts vs S&P Filing for ABT on Jul 21, 2025
PLDPrologis Purchase$1,001 - $15,000 Jul 16, 2025 Jun 30, 2025 ▲ 28.3%+5.0 pts vs S&P Filing for PLD on Jun 30, 2025
SYKStryker Corporation Sale (partial)$15,001 - $50,000 Jul 16, 2025 Jun 26, 2025 ▼ 20.2%−44.8 pts vs S&P Filing for SYK on Jun 26, 2025
WCCWesco International Inc Sale (full)$1,001 - $15,000 Jul 16, 2025 Jun 23, 2025 ▲ 87.0%+60.0 pts vs S&P Filing for WCC on Jun 23, 2025
DHRDanaher Corporation Purchase$1,001 - $15,000 Jul 16, 2025 Jun 11, 2025 ▲ 12.6%−14.6 pts vs S&P Filing for DHR on Jun 11, 2025
AONAon plc Purchase$1,001 - $15,000 Jun 17, 2025 May 27, 2025 — Filing for AON on May 27, 2025
BDXBecton Dickinson Purchase$1,001 - $15,000 Jun 17, 2025 May 13, 2025 ▲ 49.4%+19.1 pts vs S&P Filing for BDX on May 13, 2025
AMZNAmazon Purchase$1,001 - $15,000 Jun 17, 2025 May 8, 2025 ▲ 27.9%−7.4 pts vs S&P Filing for AMZN on May 8, 2025
CCKCrown Holdings, Inc. Sale (partial)$1,001 - $15,000 Jun 17, 2025 May 8, 2025 ▲ 28.9%−6.5 pts vs S&P Filing for CCK on May 8, 2025
TMOThermo Fisher Scientific Purchase$1,001 - $15,000 Jun 17, 2025 May 5, 2025 ▲ 62.5%+26.9 pts vs S&P Filing for TMO on May 5, 2025
BENFranklin Resources Sale (partial)$1,001 - $15,000 May 15, 2025 Apr 28, 2025 ▲ 84.1%+45.3 pts vs S&P Filing for BEN on Apr 28, 2025
AMZNAmazon Purchase$1,001 - $15,000 May 15, 2025 Apr 24, 2025 ▲ 31.7%−8.2 pts vs S&P Filing for AMZN on Apr 24, 2025
ADIAnalog Devices Purchase$1,001 - $15,000 May 15, 2025 Apr 24, 2025 ▲ 115.9%+76.1 pts vs S&P Filing for ADI on Apr 24, 2025
FISVFiserv Purchase$1,001 - $15,000 May 15, 2025 Apr 24, 2025 ▼ 70.6%−110.5 pts vs S&P Filing for FISV on Apr 24, 2025
PLDPrologis Purchase$1,001 - $15,000 May 15, 2025 Apr 24, 2025 ▲ 31.8%−8.1 pts vs S&P Filing for PLD on Apr 24, 2025
FCNCAFirst Citizens Bancshares Inc Purchase$1,001 - $15,000 May 15, 2025 Apr 11, 2025 ▲ 43.8%+0.6 pts vs S&P Filing for FCNCA on Apr 11, 2025
CPCanadian Pacific Kansas City LTD Purchase$1,001 - $15,000 May 15, 2025 Apr 10, 2025 ▲ 29.9%−15.9 pts vs S&P Filing for CP on Apr 10, 2025
FCNCAFirst Citizens Bancshares Inc Purchase$1,001 - $15,000 May 15, 2025 Apr 10, 2025 ▲ 45.3%−0.4 pts vs S&P Filing for FCNCA on Apr 10, 2025
FTVFortive Sale (full)$1,001 - $15,000 May 15, 2025 Apr 10, 2025 ▲ 40.0%−5.7 pts vs S&P Filing for FTV on Apr 10, 2025
ILMNIllumina, Inc. Purchase$1,001 - $15,000 May 15, 2025 Apr 1, 2025 ▲ 189.0%+152.7 pts vs S&P Filing for ILMN on Apr 1, 2025
NVTnVent Electric plc Purchase$1,001 - $15,000 May 15, 2025 Apr 1, 2025 ▲ 135.8%+99.5 pts vs S&P Filing for NVT on Apr 1, 2025
ILMNIllumina, Inc. Purchase$1,001 - $15,000 Apr 18, 2025 Apr 1, 2025 ▲ 189.0%+152.7 pts vs S&P Filing for ILMN on Apr 1, 2025
NVTnVent Electric plc Purchase$1,001 - $15,000 Apr 18, 2025 Apr 1, 2025 ▲ 135.8%+99.5 pts vs S&P Filing for NVT on Apr 1, 2025
NVTnVent Electric plc Purchase$1,001 - $15,000 Apr 18, 2025 Mar 7, 2025 ▲ 127.9%+94.8 pts vs S&P Filing for NVT on Mar 7, 2025
AMZNAmazon Purchase$1,001 - $15,000 Mar 14, 2025 Feb 26, 2025 ▲ 14.6%−14.4 pts vs S&P Filing for AMZN on Feb 26, 2025
SYKStryker Corporation Sale (partial)$15,001 - $50,000 Mar 14, 2025 Feb 26, 2025 ▼ 20.3%−49.3 pts vs S&P Filing for SYK on Feb 26, 2025
MAGNMagnera Corp Sale (full)$1,001 - $15,000 Mar 14, 2025 Feb 12, 2025 ▼ 47.6%−74.8 pts vs S&P Filing for MAGN on Feb 12, 2025
MDLZMondelez International Purchase$1,001 - $15,000 Mar 14, 2025 Feb 7, 2025 ▲ 20.2%−7.4 pts vs S&P Filing for MDLZ on Feb 7, 2025
MSFTMicrosoft Corporation Purchase$1,001 - $15,000 Feb 19, 2025 Jan 31, 2025 ▲ 23.9%−3.6 pts vs S&P Filing for MSFT on Jan 31, 2025
AMZNAmazon Purchase$1,001 - $15,000 Feb 19, 2025 Jan 16, 2025 ▲ 11.3%−18.3 pts vs S&P Filing for AMZN on Jan 16, 2025
CCKCrown Holdings, Inc. Purchase$1,001 - $15,000 Feb 19, 2025 Jan 7, 2025 ▲ 56.6%+26.3 pts vs S&P Filing for CCK on Jan 7, 2025
CPCanadian Pacific Kansas City LTD Purchase$1,001 - $15,000 Jan 22, 2025 Dec 27, 2024 ▲ 27.7%−1.2 pts vs S&P Filing for CP on Dec 27, 2024
GOOGLAlphabet Inc. (Class A) Sale (full)$1,001 - $15,000 Jan 22, 2025 Dec 19, 2024 ▲ 48.9%+17.6 pts vs S&P Filing for GOOGL on Dec 19, 2024
ABTAbbott Laboratories Purchase$1,001 - $15,000 Jan 22, 2025 Dec 16, 2024 ▲ 2.1%−24.7 pts vs S&P Filing for ABT on Dec 16, 2024
BENFranklin Resources Sale (partial)$1,001 - $15,000 Jan 22, 2025 Dec 16, 2024 ▲ 62.6%+35.8 pts vs S&P Filing for BEN on Dec 16, 2024
PLDPrologis Purchase$1,001 - $15,000 Jan 22, 2025 Dec 16, 2024 ▲ 26.2%−0.6 pts vs S&P Filing for PLD on Dec 16, 2024
ADIAnalog Devices Purchase$1,001 - $15,000 Jan 22, 2025 Dec 13, 2024 ▲ 95.5%+68.1 pts vs S&P Filing for ADI on Dec 13, 2024
LBTYKLiberty Global Ltd. Exchange$15,001 - $50,000 Dec 16, 2024 Nov 13, 2024 — Filing for LBTYK on Nov 13, 2024
LBTYKLiberty Global Ltd. Exchange$1,001 - $15,000 Dec 16, 2024 Nov 13, 2024 — Filing for LBTYK on Nov 13, 2024
FTVFortive Purchase$1,001 - $15,000 Dec 16, 2024 Nov 4, 2024 ▲ 25.7%−9.3 pts vs S&P Filing for FTV on Nov 4, 2024
AMTMAmentum Holdings, Inc. Exchange$1,001 - $15,000 Oct 15, 2024 Sep 30, 2024 — Filing for AMTM on Sep 30, 2024
AMTMAmentum Holdings, Inc. Exchange$1,001 - $15,000 Oct 15, 2024 Sep 30, 2024 — Filing for AMTM on Sep 30, 2024
AMTMAmentum Holdings, Inc. Exchange$1,001 - $15,000 Oct 15, 2024 Sep 30, 2024 — Filing for AMTM on Sep 30, 2024
AMTMAmentum Holdings, Inc. Exchange$1,001 - $15,000 Oct 15, 2024 Sep 30, 2024 — Filing for AMTM on Sep 30, 2024
JJacobs Solutions Exchange$15,001 - $50,000 Oct 15, 2024 Sep 30, 2024 — Filing for J on Sep 30, 2024
JJacobs Solutions Exchange$15,001 - $50,000 Oct 15, 2024 Sep 30, 2024 — Filing for J on Sep 30, 2024
JJacobs Solutions Exchange$15,001 - $50,000 Oct 15, 2024 Sep 30, 2024 — Filing for J on Sep 30, 2024
JJacobs Solutions Exchange$15,001 - $50,000 Oct 15, 2024 Sep 30, 2024 — Filing for J on Sep 30, 2024
JJacobs Solutions Exchange$15,001 - $50,000 Oct 15, 2024 Sep 30, 2024 — Filing for J on Sep 30, 2024
JJacobs Solutions Exchange$15,001 - $50,000 Oct 15, 2024 Sep 30, 2024 — Filing for J on Sep 30, 2024
JJacobs Solutions Exchange$15,001 - $50,000 Oct 15, 2024 Sep 30, 2024 — Filing for J on Sep 30, 2024
JJacobs Solutions Exchange$1,001 - $15,000 Oct 15, 2024 Sep 30, 2024 — Filing for J on Sep 30, 2024
NKENike, Inc. Sale (partial)$1,001 - $15,000 Oct 15, 2024 Sep 11, 2024 ▼ 47.3%−86.5 pts vs S&P Filing for NKE on Sep 11, 2024
FWONKLiberty Media Corp Exchange$1,001 - $15,000 Oct 15, 2024 Sep 10, 2024 — Filing for FWONK on Sep 10, 2024
FWONKLiberty Media Corp Exchange$1,001 - $15,000 Oct 15, 2024 Sep 10, 2024 — Filing for FWONK on Sep 10, 2024
SIRISirius XM Holdings Inc. Exchange$1,001 - $15,000 Oct 15, 2024 Sep 10, 2024 — Filing for SIRI on Sep 10, 2024
FTVFortive Purchase$1,001 - $15,000 Sep 20, 2024 Aug 2, 2024 ▲ 30.9%−13.9 pts vs S&P Filing for FTV on Aug 2, 2024
ABTAbbott Laboratories Purchase$1,001 - $15,000 Aug 19, 2024 Jul 23, 2024 ▲ 11.2%−28.1 pts vs S&P Filing for ABT on Jul 23, 2024
NKENike, Inc. Purchase$1,001 - $15,000 Jul 20, 2024 Jun 6, 2024 ▼ 56.6%−101.5 pts vs S&P Filing for NKE on Jun 6, 2024
BDXBecton Dickinson Purchase$1,001 - $15,000 Jun 18, 2024 May 24, 2024 ▲ 16.5%−29.8 pts vs S&P Filing for BDX on May 24, 2024
FISVFiserv Purchase$1,001 - $15,000 Jun 18, 2024 May 22, 2024 ▼ 66.0%−112.1 pts vs S&P Filing for FISV on May 22, 2024
AONAon plc Purchase$1,001 - $15,000 Jun 18, 2024 May 6, 2024 — Filing for AON on May 6, 2024
ILMNIllumina, Inc. Purchase$1,001 - $15,000 May 30, 2024 Apr 19, 2024 ▲ 98.3%+42.0 pts vs S&P Filing for ILMN on Apr 19, 2024
NKENike, Inc. Sale (partial)$1,001 - $15,000 May 30, 2024 Apr 19, 2024 ▼ 55.9%−112.3 pts vs S&P Filing for NKE on Apr 19, 2024
NKENike, Inc. Purchase$1,001 - $15,000 Mar 18, 2024 Feb 22, 2024 ▼ 60.2%−113.3 pts vs S&P Filing for NKE on Feb 22, 2024
BDXBecton Dickinson Purchase$1,001 - $15,000 Feb 20, 2024 Jan 11, 2024 ▲ 13.8%−49.2 pts vs S&P Filing for BDX on Jan 11, 2024
ORCLOracle Corporation Purchase$1,001 - $15,000 Jan 26, 2024 Dec 14, 2023 ▲ 23.1%−42.1 pts vs S&P Filing for ORCL on Dec 14, 2023
FWONKLiberty Media Corp Exchange$1,001 - $15,000 Sep 15, 2023 Aug 4, 2023 — Filing for FWONK on Aug 4, 2023
FWONKLiberty Media Corp Exchange$1,001 - $15,000 Sep 15, 2023 Aug 4, 2023 — Filing for FWONK on Aug 4, 2023
FWONKLiberty Media Corp Exchange$1,001 - $15,000 Sep 15, 2023 Aug 4, 2023 — Filing for FWONK on Aug 4, 2023
FWONKLiberty Media Corp Exchange$1,001 - $15,000 Sep 15, 2023 Aug 4, 2023 — Filing for FWONK on Aug 4, 2023
FWONKLiberty Media Corp Exchange$1,001 - $15,000 Sep 15, 2023 Aug 4, 2023 — Filing for FWONK on Aug 4, 2023
FWONKLiberty Media Corp Exchange$1,001 - $15,000 Sep 15, 2023 Aug 4, 2023 — Filing for FWONK on Aug 4, 2023
DHRDanaher Corporation Purchase$1,001 - $15,000 Sep 18, 2023 Jul 31, 2023 ▲ 2.7%−68.2 pts vs S&P Filing for DHR on Jul 31, 2023
BATRAAtlanta Braves Holdings, Inc. Exchange$1,001 - $15,000 Aug 13, 2023 Jul 19, 2023 — Filing for BATRA on Jul 19, 2023
FISFidelity National Information Services Purchase$1,001 - $15,000 Sep 18, 2023 Jun 12, 2023 ▼ 19.3%−100.4 pts vs S&P Filing for FIS on Jun 12, 2023
GPNGlobal Payments Sale (full)$1,001 - $15,000 Sep 18, 2023 Jun 12, 2023 ▲ 2.7%−78.4 pts vs S&P Filing for GPN on Jun 12, 2023
FISFidelity National Information Services Sale (full)$1,001 - $15,000 Sep 18, 2023 May 4, 2023 ▼ 16.6%−110.5 pts vs S&P Filing for FIS on May 4, 2023
CCKCrown Holdings, Inc. Purchase$1,001 - $15,000 Sep 18, 2023 Apr 19, 2023 ▲ 61.0%−28.7 pts vs S&P Filing for CCK on Apr 19, 2023
JPMJPMorgan Chase Purchase$1,001 - $15,000 Sep 18, 2023 Apr 3, 2023 ▲ 185.1%+93.9 pts vs S&P Filing for JPM on Apr 3, 2023
WCCWesco International Inc Purchase$15,001 - $50,000 Apr 13, 2023 Mar 16, 2023 ▲ 135.0%+35.9 pts vs S&P Filing for WCC on Mar 16, 2023
JNJJohnson & Johnson Sale (partial)$15,001 - $50,000 Mar 11, 2023 Feb 24, 2023 ▲ 91.7%−7.2 pts vs S&P Filing for JNJ on Feb 24, 2023
SYKStryker Corporation Sale (partial)$15,001 - $50,000 Mar 11, 2023 Feb 24, 2023 ▲ 21.4%−77.5 pts vs S&P Filing for SYK on Feb 24, 2023
AONAon plc Sale (partial)$15,001 - $50,000 Feb 11, 2023 Jan 27, 2023 — Filing for AON on Jan 27, 2023
JNJJohnson & Johnson Sale (partial)$15,001 - $50,000 Feb 11, 2023 Jan 27, 2023 ▲ 79.0%−15.4 pts vs S&P Filing for JNJ on Jan 27, 2023
SPGIS&P Global Sale (partial)$15,001 - $50,000 Feb 11, 2023 Jan 27, 2023 ▲ 38.8%−55.5 pts vs S&P Filing for SPGI on Jan 27, 2023
SYKStryker Corporation Sale (partial)$15,001 - $50,000 Feb 11, 2023 Jan 27, 2023 ▲ 25.3%−69.0 pts vs S&P Filing for SYK on Jan 27, 2023
TTWOTake TWO Interactive Software Inc Purchase$1,001 - $15,000 Feb 11, 2023 Jan 18, 2023 ▲ 86.1%−15.3 pts vs S&P Filing for TTWO on Jan 18, 2023
MKLMarkel Group Inc. Sale (partial)$1,001 - $15,000 Feb 11, 2023 Jan 10, 2023 ▲ 38.8%−63.0 pts vs S&P Filing for MKL on Jan 10, 2023
SPGIS&P Global Sale (partial)$15,001 - $50,000 Feb 11, 2023 Jan 10, 2023 ▲ 46.3%−55.6 pts vs S&P Filing for SPGI on Jan 10, 2023
SYKStryker Corporation Sale (partial)$15,001 - $50,000 Feb 11, 2023 Jan 10, 2023 ▲ 20.8%−81.1 pts vs S&P Filing for SYK on Jan 10, 2023

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% −0.5% 50% 66 0.0% (65)
Purchases 90 days −0.8% −0.6% 49% 63 +0.9% (59)
Sales 30 days −0.5% −1.6% 42% 74 −2.7% (70)
Sales 90 days −4.2% −4.4% 30% 66 −4.7% (64)

Excess return is the stock’s move minus the S&P 500’s over the same dates, measured from the close on the trade date, on closing prices adjusted for splits and dividends. Value ranges are wide, filings arrive up to 45 days late, trades by one member in one stock are not independent, and a stock’s move says nothing about what a member earned. A small average over a few trades is noise, not evidence. This is not investment advice. For sales, a positive figure means the stock went on to beat the market after the sale.

Filings

Holdings and net worth are not shown: members also file annual financial disclosure reports listing what they own, and those are not included here yet. We show only the trades they report.

Source: periodic transaction reports filed with the Clerk of the House of Representatives under the STOCK Act (Senate reports are not included yet). Members report trades by themselves, their spouses and dependent children. Amounts are the value ranges as filed, not exact figures, and a report can be filed up to 45 days after the trade, so the latest trades may not appear yet. Scanned paper reports are linked but not transcribed. By law (5 U.S.C. §13107) these reports may not be used for any commercial purpose other than by news and communications media for dissemination to the general public; we publish them free, as news.

← All trades by members of Congress