Thomas J. Rooney: stock trades

Representative for FL (at large). 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.

Consumer Discretionary22% of trades 107 trades: 73 purchases, 34 sales
Technology16% of trades 75 trades: 53 purchases, 22 sales
Industrials15% of trades 71 trades: 54 purchases, 17 sales
Financials13% of trades 62 trades: 48 purchases, 14 sales
Health Care9% of trades 41 trades: 30 purchases, 11 sales
Communication Services7% of trades 34 trades: 28 purchases, 6 sales

Would copying Thomas J. Rooney’s trades have beaten the S&P 500?

Copying Thomas J. Rooney’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 17, 2017 into $132,012 by November 2, 2026, against $38,923 in the S&P 500: +30.2% a year against +14.9%, with a beta of 1.21. Selling each purchase after 6 months instead would have made +3.8% a year. Six months after each report, the average share purchase was −0.3% against the S&P 500 (median +2.3%), and 59% beat it, well within what luck alone would produce. Measured from the trade date instead, the member’s own timing, the average was −0.6%. Reports arrived a median of 75 days after the trade. 52 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 Thomas J. RooneyS&P 500, buy and hold $10,000 copying Thomas J. Rooney’s disclosed holdings from January 17, 2017, before costs and taxes, marked weekly. Each annual report resets the copy to the holdings it lists; each trade report then adds or reduces positions, sized by the middle of the amount band filed (a partial sale takes off its band but never more than half the position). Holdings before the first report in our records are unknown. Money not in a stock earns the Treasury bill rate.

Thomas J. Rooney: 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	345	−0.3%	+1.1%	57%	-0.73	Some evidence: behind
Purchases, 6 months after the report	345	−0.3%	+2.3%	59%	-0.37	No reliable evidence
Purchases, 3 months after the trade	345	−0.8%	−0.3%	50%	-1.64	No reliable evidence
Purchases, 6 months after the trade	345	−0.6%	−0.3%	48%	-0.79	No reliable evidence
Sales, 6 months after the report	135	+1.4%	+2.3%	41%	1.04	No reliable evidence

Return a year, copying: +30.2%
S&P 500, same dates: +14.9%
Yearly swing (S&P 500): 40% (18%)
Sharpe ratio (S&P 500): 0.80 (0.72)
Biggest drop (S&P 500): −58% (−34%)
Market sensitivity (beta): 1.21

“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 J. Rooney 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 J. Rooney: companies traded

FTAIFTAI Aviation Ltd.	16$1M–$2.5M	1$100,001–$250,000	Jun 1, 2016	Dec 27, 2018	▲ 4002.7%+3678.4 pts vs S&P
GOOGLAlphabet Inc. (Class A)	12$40,012–$250,000	2$2,002–$30,000	Oct 15, 2015	Jun 14, 2017	—
ARCCAres Capital Corp	10$276,010–$665,000	2$30,002–$100,000	Jun 1, 2016	Apr 30, 2018	▲ 246.5%−77.8 pts vs S&P
CLBCore Laboratories Inc.	8$22,008–$155,000	4$32,004–$130,000	Oct 15, 2015	Dec 10, 2018	—
MMM3M	10$10,010–$150,000	2$2,002–$30,000	Jan 7, 2015	Sep 20, 2018	▲ 91.9%−248.4 pts vs S&P
NXPINXP Semiconductors	6$20,006–$125,000	5$33,005–$145,000	Oct 15, 2015	May 24, 2018	—
WYWeyerhaeuser	8$22,008–$155,000	3$52,003–$130,000	Oct 15, 2015	Dec 10, 2018	—
AMZNAmazon	6$48,006–$195,000	4$4,004–$60,000	Jun 2, 2016	Jul 18, 2018	▲ 592.0%+269.1 pts vs S&P
CECelanese Corp	6$20,006–$125,000	4$4,004–$60,000	Oct 15, 2015	Jan 12, 2018	—
DORMDorman Products, Inc.	7$7,007–$105,000	3$3,003–$45,000	Oct 15, 2015	Nov 13, 2018	—
MSFTMicrosoft Corporation	8$8,008–$120,000	2$2,002–$30,000	Nov 12, 2015	Jan 12, 2018	▲ 1033.1%+692.7 pts vs S&P
NKENike, Inc.	7$7,007–$105,000	3$17,003–$80,000	Oct 15, 2015	Aug 27, 2018	—
ANAutonation, Inc.	6$20,006–$125,000	3$17,003–$80,000	Oct 15, 2015	Sep 20, 2018	—
AOSA. O. Smith	7$7,007–$105,000	2$2,002–$30,000	Oct 21, 2015	Jan 12, 2018	—
AZOAutoZone	6$62,006–$230,000	3$17,003–$80,000	Oct 15, 2015	Dec 6, 2018	—
TJXTJX Companies	6$20,006–$125,000	3$17,003–$80,000	Oct 15, 2015	Jul 18, 2018	—
TXNTexas Instruments	7$21,007–$140,000	2$2,002–$30,000	Oct 15, 2015	Jan 12, 2018	—
AAPLApple Inc.	6$6,006–$90,000	2$16,002–$65,000	Oct 15, 2015	Jul 18, 2018	—
CBChubb Limited	7$21,007–$140,000	1$1,001–$15,000	Jun 1, 2016	Jan 12, 2018	▲ 245.9%−78.3 pts vs S&P
LWLamb Weston Holdings, Inc.	4$18,004–$95,000	4$18,004–$95,000	Feb 16, 2017	Oct 10, 2018	▲ 61.3%−212.7 pts vs S&P
SLBSchlumberger	5$33,005–$145,000	3$31,003–$115,000	Nov 12, 2015	Nov 21, 2018	▼ 7.1%−347.5 pts vs S&P
UNHUnitedHealth Group	4$32,004–$130,000	4$32,004–$130,000	Apr 23, 2015	Jan 12, 2018	▲ 328.0%−12.3 pts vs S&P
ACREAres Commercial Real Estate Corp	7$211,007–$565,000	0	Aug 25, 2016	Feb 9, 2017	▼ 15.8%−323.4 pts vs S&P
BLKBlackRock	5$19,005–$110,000	2$2,002–$30,000	Nov 2, 2016	Jan 12, 2018	▲ 338.4%+17.4 pts vs S&P
HDThe Home Depot	5$19,005–$110,000	2$16,002–$65,000	Oct 15, 2015	Jan 12, 2018	—
MAMastercard	5$5,005–$75,000	2$2,002–$30,000	Oct 15, 2015	Jan 12, 2018	—
SYFSynchrony Financial	5$33,005–$145,000	2$2,002–$30,000	Sep 27, 2016	Jan 12, 2018	▲ 241.9%−67.7 pts vs S&P
TMOThermo Fisher Scientific	5$33,005–$145,000	2$16,002–$65,000	Jan 21, 2016	Apr 2, 2018	▲ 446.7%+66.4 pts vs S&P
ACNAccenture	3$17,003–$80,000	3$3,003–$45,000	Jun 26, 2015	Jan 12, 2018	▲ 193.7%−146.7 pts vs S&P
AMCXAMC Global Media Inc.	5$5,005–$75,000	1$15,001–$50,000	Oct 15, 2015	Apr 11, 2017	—
EWBCEast West Bancorp Inc	5$19,005–$110,000	1$1,001–$15,000	Oct 15, 2015	Jan 12, 2018	—
PIIPolaris Inc.	4$18,004–$95,000	2$16,002–$65,000	Oct 15, 2015	Sep 22, 2017	—
ROPRoper Technologies	5$5,005–$75,000	1$1,001–$15,000	Oct 15, 2015	Jun 14, 2017	—
ADBEAdobe Inc.	2$16,002–$65,000	3$3,003–$45,000	Jan 24, 2017	Sep 20, 2018	▲ 117.1%−168.6 pts vs S&P
AMATApplied Materials	4$18,004–$95,000	1$15,001–$50,000	Jan 8, 2018	Dec 10, 2018	▲ 648.2%+433.8 pts vs S&P
CMCSAComcast	4$18,004–$95,000	1$1,001–$15,000	Jul 16, 2014	Oct 9, 2015	—
GILDGilead Sciences	4$18,004–$95,000	1$15,001–$50,000	Oct 15, 2015	Mar 6, 2017	—
LVSLas Vegas Sands	3$17,003–$80,000	2$16,002–$65,000	Oct 15, 2015	Feb 10, 2016	—
ADIAnalog Devices	3$3,003–$45,000	1$1,001–$15,000	Jun 1, 2016	Sep 22, 2017	▲ 770.4%+446.2 pts vs S&P
BABAAlibaba Group Holding Ltd	4$18,004–$95,000	0	Sep 25, 2017	Sep 20, 2018	—
BDXBecton Dickinson	3$3,003–$45,000	1$1,001–$15,000	Jun 1, 2016	Sep 22, 2017	▲ 81.5%−242.7 pts vs S&P
BVBrightview Holdings, Inc.	2$65,002–$150,000	2$30,002–$100,000	Sep 20, 2018	Dec 2, 2018	▼ 33.0%−223.8 pts vs S&P
CLXClorox	3$3,003–$45,000	1$1,001–$15,000	Jun 1, 2016	Sep 22, 2017	▼ 1.0%−325.3 pts vs S&P
FIVEFive Below, Inc	2$16,002–$65,000	2$16,002–$65,000	Oct 15, 2015	May 19, 2016	—
GDGeneral Dynamics	3$3,003–$45,000	1$1,001–$15,000	Jun 1, 2016	Sep 22, 2017	▲ 230.9%−93.3 pts vs S&P
HONHoneywell Technologies	3$17,003–$80,000	1$15,001–$50,000	Dec 17, 2014	Oct 9, 2015	—
ITWIllinois Tool Works	3$3,003–$45,000	1$15,001–$50,000	Jul 29, 2014	Nov 2, 2016	▲ 243.7%−80.6 pts vs S&P
MCKMcKesson	3$3,003–$45,000	1$15,001–$50,000	Oct 15, 2015	Nov 10, 2016	—
OMCOmnicom Group	3$3,003–$45,000	1$15,001–$50,000	Jul 28, 2014	Oct 6, 2015	—
SJMThe J.M. Smucker Company	3$3,003–$45,000	1$1,001–$15,000	Jun 1, 2016	Sep 22, 2017	▲ 36.0%−288.2 pts vs S&P
THOThor Industries Inc	3$17,003–$80,000	1$15,001–$50,000	Feb 27, 2018	Sep 20, 2018	▼ 26.6%−240.3 pts vs S&P
WDCWestern Digital	3$52,003–$130,000	1$15,001–$50,000	Oct 15, 2015	Sep 7, 2016	—
DGDollar General	2$2,002–$30,000	1$15,001–$50,000	May 18, 2015	Oct 9, 2015	—
DISThe Walt Disney Company	2$2,002–$30,000	1$15,001–$50,000	Oct 15, 2015	Mar 3, 2016	—
EBAYeBay Inc.	2$2,002–$30,000	1$1,001–$15,000	Oct 16, 2014	Oct 9, 2015	—
JNJJohnson & Johnson	3$3,003–$45,000	0	Jun 1, 2016	Nov 2, 2016	▲ 211.6%−112.7 pts vs S&P
LOWLowe's	3$3,003–$45,000	0	Jun 1, 2016	Nov 2, 2016	▲ 223.5%−100.8 pts vs S&P
MDTMedtronic	3$3,003–$45,000	0	Jun 1, 2016	Nov 2, 2016	▲ 61.5%−262.7 pts vs S&P
NENoble Corp plc	2$2,002–$30,000	1$1,001–$15,000	Oct 15, 2015	Dec 2, 2015	—
NEENextEra Energy	3$3,003–$45,000	0	Jun 1, 2016	Nov 2, 2016	▲ 263.9%−60.4 pts vs S&P

The 60 most traded of 114 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. Showing the latest 300 of 483 trades; every trade is in the reports below. Click a column heading to sort.

Thomas J. Rooney: trades in companies we cover
					Report
FTAIFTAI Aviation Ltd.	Purchase$250,001 - $500,000	Jan 14, 2019	Dec 27, 2018	▲ 2329.8%+2089.2 pts vs S&P	Filing for FTAI on Dec 27, 2018
FTAIFTAI Aviation Ltd.	Purchase$100,001 - $250,000	Jan 14, 2019	Dec 21, 2018	▲ 2514.7%+2263.6 pts vs S&P	Filing for FTAI on Dec 21, 2018
AMATApplied Materials	Sale (full)$15,001 - $50,000	Jan 14, 2019	Dec 10, 2018	▲ 1105.0%+883.1 pts vs S&P	Filing for AMAT on Dec 10, 2018
CLBCore Laboratories Inc.	Sale (full)$15,001 - $50,000	Jan 14, 2019	Dec 10, 2018	▼ 85.7%−307.6 pts vs S&P	Filing for CLB on Dec 10, 2018
FTAIFTAI Aviation Ltd.	Purchase$100,001 - $250,000	Jan 14, 2019	Dec 10, 2018	▲ 2195.4%+1973.5 pts vs S&P	Filing for FTAI on Dec 10, 2018
WYWeyerhaeuser	Sale (full)$50,001 - $100,000	Jan 14, 2019	Dec 10, 2018	▲ 8.3%−213.6 pts vs S&P	Filing for WY on Dec 10, 2018
AZOAutoZone	Sale (partial)$15,001 - $50,000	Jan 14, 2019	Dec 6, 2018	▲ 268.0%+53.0 pts vs S&P	Filing for AZO on Dec 6, 2018
FTAIFTAI Aviation Ltd.	Purchase$100,001 - $250,000	Jan 14, 2019	Dec 5, 2018	▲ 2119.0%+1904.0 pts vs S&P	Filing for FTAI on Dec 5, 2018
BVBrightview Holdings, Inc.	Sale (full)$15,001 - $50,000	Jan 14, 2019	Dec 2, 2018	▼ 6.7%−211.0 pts vs S&P	Filing for BV on Dec 2, 2018
BVBrightview Holdings, Inc.	Sale (partial)$15,001 - $50,000	Dec 12, 2018	Nov 21, 2018	▼ 3.2%−223.9 pts vs S&P	Filing for BV on Nov 21, 2018
SLBSchlumberger	Sale (full)$15,001 - $50,000	Dec 12, 2018	Nov 21, 2018	▲ 37.4%−183.4 pts vs S&P	Filing for SLB on Nov 21, 2018
DORMDorman Products, Inc.	Sale (partial)$1,001 - $15,000	Dec 12, 2018	Nov 13, 2018	▲ 65.0%−147.5 pts vs S&P	Filing for DORM on Nov 13, 2018
ABTAbbott Laboratories	Purchase$15,001 - $50,000	Dec 12, 2018	Nov 5, 2018	▲ 79.7%−131.2 pts vs S&P	Filing for ABT on Nov 5, 2018
BVBrightview Holdings, Inc.	Purchase$15,001 - $50,000	Nov 9, 2018	Oct 23, 2018	▼ 12.9%−223.5 pts vs S&P	Filing for BV on Oct 23, 2018
LWLamb Weston Holdings, Inc.	Sale (partial)$1,001 - $15,000	Nov 9, 2018	Oct 10, 2018	▼ 14.0%−219.4 pts vs S&P	Filing for LW on Oct 10, 2018
FTAIFTAI Aviation Ltd.	Purchase$15,001 - $50,000	Nov 9, 2018	Oct 2, 2018	▲ 1816.7%+1625.1 pts vs S&P	Filing for FTAI on Oct 2, 2018
MMM3M	Purchase$1,001 - $15,000	Oct 13, 2018	Sep 20, 2018	▲ 29.2%−161.6 pts vs S&P	Filing for MMM on Sep 20, 2018
ADBEAdobe Inc.	Sale (partial)$1,001 - $15,000	Oct 13, 2018	Sep 20, 2018	▼ 7.3%−198.1 pts vs S&P	Filing for ADBE on Sep 20, 2018
BABAAlibaba Group Holding Ltd	Purchase$1,001 - $15,000	Oct 13, 2018	Sep 20, 2018	—	Filing for BABA on Sep 20, 2018
ANAutonation, Inc.	Sale (partial)$15,001 - $50,000	Oct 13, 2018	Sep 20, 2018	▲ 305.2%+114.4 pts vs S&P	Filing for AN on Sep 20, 2018
BVBrightview Holdings, Inc.	Purchase$50,001 - $100,000	Oct 13, 2018	Sep 20, 2018	▼ 33.0%−223.8 pts vs S&P	Filing for BV on Sep 20, 2018
IPGPIPG Photonics Corp	Purchase$1,001 - $15,000	Oct 13, 2018	Sep 20, 2018	▼ 54.4%−245.2 pts vs S&P	Filing for IPGP on Sep 20, 2018
RCLRoyal Caribbean Group	Purchase$1,001 - $15,000	Oct 13, 2018	Sep 20, 2018	▲ 155.8%−35.0 pts vs S&P	Filing for RCL on Sep 20, 2018
THOThor Industries Inc	Sale (full)$15,001 - $50,000	Oct 13, 2018	Sep 20, 2018	▲ 1.0%−189.8 pts vs S&P	Filing for THO on Sep 20, 2018
CBRECBRE Group	Sale (partial)$1,001 - $15,000	Sep 14, 2018	Aug 27, 2018	▲ 184.0%−10.7 pts vs S&P	Filing for CBRE on Aug 27, 2018
IPGPIPG Photonics Corp	Purchase$15,001 - $50,000	Sep 14, 2018	Aug 27, 2018	▼ 55.8%−250.5 pts vs S&P	Filing for IPGP on Aug 27, 2018
NKENike, Inc.	Sale (partial)$1,001 - $15,000	Sep 14, 2018	Aug 27, 2018	▼ 47.7%−242.3 pts vs S&P	Filing for NKE on Aug 27, 2018
AMZNAmazon	Sale (partial)$1,001 - $15,000	Aug 13, 2018	Jul 18, 2018	▲ 173.5%−30.3 pts vs S&P	Filing for AMZN on Jul 18, 2018
AAPLApple Inc.	Sale (partial)$1,001 - $15,000	Aug 13, 2018	Jul 18, 2018	▲ 638.5%+434.7 pts vs S&P	Filing for AAPL on Jul 18, 2018
RCLRoyal Caribbean Group	Purchase$15,001 - $50,000	Aug 13, 2018	Jul 18, 2018	▲ 201.2%−2.6 pts vs S&P	Filing for RCL on Jul 18, 2018
TJXTJX Companies	Sale (partial)$15,001 - $50,000	Aug 13, 2018	Jul 18, 2018	▲ 217.3%+13.5 pts vs S&P	Filing for TJX on Jul 18, 2018
MMM3M	Purchase$1,001 - $15,000	Jun 8, 2018	May 29, 2018	▲ 43.0%−175.8 pts vs S&P	Filing for MMM on May 29, 2018
AMATApplied Materials	Purchase$1,001 - $15,000	Jun 8, 2018	May 29, 2018	▲ 699.6%+480.8 pts vs S&P	Filing for AMAT on May 29, 2018
THOThor Industries Inc	Purchase$1,001 - $15,000	Jun 8, 2018	May 29, 2018	▼ 2.7%−221.5 pts vs S&P	Filing for THO on May 29, 2018
NXPINXP Semiconductors	Sale (full)$15,001 - $50,000	Jun 8, 2018	May 24, 2018	▲ 169.5%−44.9 pts vs S&P	Filing for NXPI on May 24, 2018
ARCCAres Capital Corp	Sale (partial)$15,001 - $50,000	May 14, 2018	Apr 30, 2018	▲ 166.3%−57.9 pts vs S&P	Filing for ARCC on Apr 30, 2018
LWLamb Weston Holdings, Inc.	Sale (partial)$15,001 - $50,000	May 14, 2018	Apr 10, 2018	▼ 0.7%−224.1 pts vs S&P	Filing for LW on Apr 10, 2018
AMZNAmazon	Sale (partial)$1,001 - $15,000	May 14, 2018	Apr 2, 2018	▲ 267.3%+34.2 pts vs S&P	Filing for AMZN on Apr 2, 2018
CBRECBRE Group	Sale (partial)$1,001 - $15,000	May 14, 2018	Apr 2, 2018	▲ 193.2%−39.9 pts vs S&P	Filing for CBRE on Apr 2, 2018
TMOThermo Fisher Scientific	Sale (partial)$1,001 - $15,000	May 14, 2018	Apr 2, 2018	▲ 251.5%+18.4 pts vs S&P	Filing for TMO on Apr 2, 2018
AMATApplied Materials	Purchase$1,001 - $15,000	Apr 13, 2018	Mar 28, 2018	▲ 672.5%+442.4 pts vs S&P	Filing for AMAT on Mar 28, 2018
THOThor Industries Inc	Purchase$1,001 - $15,000	Apr 13, 2018	Mar 28, 2018	▼ 17.0%−247.1 pts vs S&P	Filing for THO on Mar 28, 2018
TJXTJX Companies	Sale (full)$1,001 - $15,000	Mar 12, 2018	Feb 28, 2018	▲ 272.4%+55.5 pts vs S&P	Filing for TJX on Feb 28, 2018
WYWeyerhaeuser	Sale (full)$1,001 - $15,000	Mar 12, 2018	Feb 28, 2018	▼ 17.3%−234.3 pts vs S&P	Filing for WY on Feb 28, 2018
AMZNAmazon	Sale (full)$1,001 - $15,000	Mar 12, 2018	Feb 27, 2018	▲ 233.3%+19.6 pts vs S&P	Filing for AMZN on Feb 27, 2018
THOThor Industries Inc	Purchase$15,001 - $50,000	Mar 12, 2018	Feb 27, 2018	▼ 26.6%−240.3 pts vs S&P	Filing for THO on Feb 27, 2018
DPZDomino's	Purchase$15,001 - $50,000	Feb 15, 2018	Jan 26, 2018	▲ 65.1%−135.4 pts vs S&P	Filing for DPZ on Jan 26, 2018
FTAIFTAI Aviation Ltd.	Purchase$100,001 - $250,000	Feb 15, 2018	Jan 16, 2018	▲ 1898.5%+1687.6 pts vs S&P	Filing for FTAI on Jan 16, 2018
AOSA. O. Smith	Purchase$1,001 - $15,000	Feb 15, 2018	Jan 12, 2018	▲ 15.1%−194.7 pts vs S&P	Filing for AOS on Jan 12, 2018
ACNAccenture	Sale (full)$1,001 - $15,000	Feb 15, 2018	Jan 12, 2018	▲ 83.8%−126.0 pts vs S&P	Filing for ACN on Jan 12, 2018
ADBEAdobe Inc.	Sale (full)$1,001 - $15,000	Feb 15, 2018	Jan 12, 2018	▲ 26.6%−183.2 pts vs S&P	Filing for ADBE on Jan 12, 2018
BABAAlibaba Group Holding Ltd	Purchase$1,001 - $15,000	Feb 15, 2018	Jan 12, 2018	—	Filing for BABA on Jan 12, 2018
AMTAmerican Tower	Purchase$1,001 - $15,000	Feb 15, 2018	Jan 12, 2018	▲ 77.8%−132.1 pts vs S&P	Filing for AMT on Jan 12, 2018
AAPLApple Inc.	Purchase$1,001 - $15,000	Feb 15, 2018	Jan 12, 2018	▲ 700.3%+490.5 pts vs S&P	Filing for AAPL on Jan 12, 2018
AMATApplied Materials	Purchase$1,001 - $15,000	Feb 15, 2018	Jan 12, 2018	▲ 682.7%+472.9 pts vs S&P	Filing for AMAT on Jan 12, 2018
ANAutonation, Inc.	Sale (full)$1,001 - $15,000	Feb 15, 2018	Jan 12, 2018	▲ 210.9%+1.1 pts vs S&P	Filing for AN on Jan 12, 2018
AZOAutoZone	Sale (full)$1,001 - $15,000	Feb 15, 2018	Jan 12, 2018	▲ 305.7%+95.9 pts vs S&P	Filing for AZO on Jan 12, 2018
BLKBlackRock	Sale (full)$1,001 - $15,000	Feb 15, 2018	Jan 12, 2018	▲ 159.4%−50.4 pts vs S&P	Filing for BLK on Jan 12, 2018
CECelanese Corp	Purchase$1,001 - $15,000	Feb 15, 2018	Jan 12, 2018	▼ 47.0%−256.8 pts vs S&P	Filing for CE on Jan 12, 2018
CBChubb Limited	Purchase$1,001 - $15,000	Feb 15, 2018	Jan 12, 2018	▲ 191.7%−18.1 pts vs S&P	Filing for CB on Jan 12, 2018
CLBCore Laboratories Inc.	Sale (full)$1,001 - $15,000	Feb 15, 2018	Jan 12, 2018	▼ 91.1%−300.9 pts vs S&P	Filing for CLB on Jan 12, 2018
DORMDorman Products, Inc.	Purchase$1,001 - $15,000	Feb 15, 2018	Jan 12, 2018	▲ 90.8%−119.0 pts vs S&P	Filing for DORM on Jan 12, 2018
EWBCEast West Bancorp Inc	Purchase$1,001 - $15,000	Feb 15, 2018	Jan 12, 2018	—	Filing for EWBC on Jan 12, 2018
HDThe Home Depot	Sale (full)$1,001 - $15,000	Feb 15, 2018	Jan 12, 2018	▲ 109.6%−100.2 pts vs S&P	Filing for HD on Jan 12, 2018
LWLamb Weston Holdings, Inc.	Sale (full)$1,001 - $15,000	Feb 15, 2018	Jan 12, 2018	▲ 9.1%−200.8 pts vs S&P	Filing for LW on Jan 12, 2018
MAMastercard	Sale (full)$1,001 - $15,000	Feb 15, 2018	Jan 12, 2018	▲ 318.9%+109.1 pts vs S&P	Filing for MA on Jan 12, 2018
MSFTMicrosoft Corporation	Sale (full)$1,001 - $15,000	Feb 15, 2018	Jan 12, 2018	▲ 537.6%+327.8 pts vs S&P	Filing for MSFT on Jan 12, 2018
NKENike, Inc.	Purchase$1,001 - $15,000	Feb 15, 2018	Jan 12, 2018	▼ 32.8%−242.6 pts vs S&P	Filing for NKE on Jan 12, 2018
NXPINXP Semiconductors	Purchase$1,001 - $15,000	Feb 15, 2018	Jan 12, 2018	▲ 151.3%−58.5 pts vs S&P	Filing for NXPI on Jan 12, 2018
SLBSchlumberger	Purchase$15,001 - $50,000	Feb 15, 2018	Jan 12, 2018	▼ 14.2%−224.0 pts vs S&P	Filing for SLB on Jan 12, 2018
SYFSynchrony Financial	Sale (full)$1,001 - $15,000	Feb 15, 2018	Jan 12, 2018	▲ 136.2%−73.6 pts vs S&P	Filing for SYF on Jan 12, 2018
TXNTexas Instruments	Sale (full)$1,001 - $15,000	Feb 15, 2018	Jan 12, 2018	—	Filing for TXN on Jan 12, 2018
TJXTJX Companies	Purchase$1,001 - $15,000	Feb 15, 2018	Jan 12, 2018	▲ 295.0%+85.2 pts vs S&P	Filing for TJX on Jan 12, 2018
UNHUnitedHealth Group	Sale (full)$1,001 - $15,000	Feb 15, 2018	Jan 12, 2018	▲ 103.6%−106.2 pts vs S&P	Filing for UNH on Jan 12, 2018
AMATApplied Materials	Purchase$15,001 - $50,000	Feb 15, 2018	Jan 8, 2018	▲ 648.2%+433.8 pts vs S&P	Filing for AMAT on Jan 8, 2018
NXPINXP Semiconductors	Sale (full)$1,001 - $15,000	Feb 15, 2018	Jan 8, 2018	▲ 154.0%−60.3 pts vs S&P	Filing for NXPI on Jan 8, 2018
CLBCore Laboratories Inc.	Purchase$15,001 - $50,000	Jan 10, 2018	Dec 20, 2017	▼ 89.8%−312.2 pts vs S&P	Filing for CLB on Dec 20, 2017
NKENike, Inc.	Sale (full)$15,001 - $50,000	Jan 10, 2018	Dec 20, 2017	▼ 31.6%−254.1 pts vs S&P	Filing for NKE on Dec 20, 2017
CLBCore Laboratories Inc.	Sale (full)$15,001 - $50,000	Jan 10, 2018	Dec 8, 2017	▼ 89.5%−315.5 pts vs S&P	Filing for CLB on Dec 8, 2017
SLBSchlumberger	Sale (full)$15,001 - $50,000	Jan 10, 2018	Dec 8, 2017	▲ 5.3%−220.7 pts vs S&P	Filing for SLB on Dec 8, 2017
DORMDorman Products, Inc.	Purchase$1,001 - $15,000	Jan 10, 2018	Dec 4, 2017	▲ 102.9%−124.7 pts vs S&P	Filing for DORM on Dec 4, 2017
BABAAlibaba Group Holding Ltd	Purchase$1,001 - $15,000	Nov 13, 2017	Oct 30, 2017	—	Filing for BABA on Oct 30, 2017
NXPINXP Semiconductors	Sale (full)$15,001 - $50,000	Nov 13, 2017	Oct 30, 2017	▲ 157.4%−79.7 pts vs S&P	Filing for NXPI on Oct 30, 2017
CECelanese Corp	Sale (full)$1,001 - $15,000	Nov 13, 2017	Oct 6, 2017	▼ 45.0%−285.3 pts vs S&P	Filing for CE on Oct 6, 2017
FTAIFTAI Aviation Ltd.	Purchase$50,001 - $100,000	Oct 14, 2017	Sep 26, 2017	▲ 1984.8%+1737.4 pts vs S&P	Filing for FTAI on Sep 26, 2017
BABAAlibaba Group Holding Ltd	Purchase$15,001 - $50,000	Oct 14, 2017	Sep 25, 2017	—	Filing for BABA on Sep 25, 2017
ADIAnalog Devices	Sale (full)$1,001 - $15,000	Oct 14, 2017	Sep 22, 2017	▲ 484.1%+237.1 pts vs S&P	Filing for ADI on Sep 22, 2017
BDXBecton Dickinson	Sale (full)$1,001 - $15,000	Oct 14, 2017	Sep 22, 2017	▲ 53.4%−193.6 pts vs S&P	Filing for BDX on Sep 22, 2017
CLXClorox	Sale (full)$1,001 - $15,000	Oct 14, 2017	Sep 22, 2017	▼ 4.0%−251.0 pts vs S&P	Filing for CLX on Sep 22, 2017
ESEversource Energy	Sale (full)$1,001 - $15,000	Oct 14, 2017	Sep 22, 2017	▲ 56.4%−190.6 pts vs S&P	Filing for ES on Sep 22, 2017
FDSFactset Research Systems Inc	Sale (full)$1,001 - $15,000	Oct 14, 2017	Sep 22, 2017	▲ 117.8%−129.1 pts vs S&P	Filing for FDS on Sep 22, 2017
FRTFederal Realty Investment Trust	Sale (full)$1,001 - $15,000	Oct 14, 2017	Sep 22, 2017	▲ 28.9%−218.0 pts vs S&P	Filing for FRT on Sep 22, 2017
GDGeneral Dynamics	Sale (full)$1,001 - $15,000	Oct 14, 2017	Sep 22, 2017	▲ 122.6%−124.4 pts vs S&P	Filing for GD on Sep 22, 2017
SJMThe J.M. Smucker Company	Sale (full)$1,001 - $15,000	Oct 14, 2017	Sep 22, 2017	▲ 64.0%−183.0 pts vs S&P	Filing for SJM on Sep 22, 2017
PAYXPaychex	Sale (full)$1,001 - $15,000	Oct 14, 2017	Sep 22, 2017	▲ 159.3%−87.7 pts vs S&P	Filing for PAYX on Sep 22, 2017
PSXPhillips 66	Sale (full)$1,001 - $15,000	Oct 14, 2017	Sep 22, 2017	▲ 328.0%+81.0 pts vs S&P	Filing for PSX on Sep 22, 2017
PIIPolaris Inc.	Sale (full)$1,001 - $15,000	Oct 14, 2017	Sep 22, 2017	▼ 23.5%−270.5 pts vs S&P	Filing for PII on Sep 22, 2017
SYYSysco	Sale (full)$1,001 - $15,000	Oct 14, 2017	Sep 22, 2017	▲ 76.6%−170.4 pts vs S&P	Filing for SYY on Sep 22, 2017
VFCVF Corporation	Sale (full)$1,001 - $15,000	Oct 14, 2017	Sep 22, 2017	▼ 55.6%−302.6 pts vs S&P	Filing for VFC on Sep 22, 2017
GWWW. W. Grainger	Sale (full)$1,001 - $15,000	Oct 14, 2017	Sep 22, 2017	▲ 786.0%+539.1 pts vs S&P	Filing for GWW on Sep 22, 2017
WECWEC Energy Group	Sale (full)$1,001 - $15,000	Oct 14, 2017	Sep 22, 2017	▲ 142.3%−104.6 pts vs S&P	Filing for WEC on Sep 22, 2017
CECelanese Corp	Sale (full)$1,001 - $15,000	Aug 10, 2017	Jul 20, 2017	▼ 39.4%−291.4 pts vs S&P	Filing for CE on Jul 20, 2017
MMM3M	Purchase$1,001 - $15,000	Jul 14, 2017	Jun 14, 2017	▲ 36.5%−221.4 pts vs S&P	Filing for MMM on Jun 14, 2017
AOSA. O. Smith	Purchase$1,001 - $15,000	Jul 14, 2017	Jun 14, 2017	▲ 32.9%−225.0 pts vs S&P	Filing for AOS on Jun 14, 2017
ACNAccenture	Purchase$15,001 - $50,000	Jul 14, 2017	Jun 14, 2017	▲ 133.6%−124.3 pts vs S&P	Filing for ACN on Jun 14, 2017
ADBEAdobe Inc.	Purchase$1,001 - $15,000	Jul 14, 2017	Jun 14, 2017	▲ 78.6%−179.3 pts vs S&P	Filing for ADBE on Jun 14, 2017
GOOGLAlphabet Inc. (Class A)	Purchase$1,001 - $15,000	Jul 14, 2017	Jun 14, 2017	▲ 482.1%+224.3 pts vs S&P	Filing for GOOGL on Jun 14, 2017
GOOGLAlphabet Inc. (Class A)	Purchase$1,001 - $15,000	Jul 14, 2017	Jun 14, 2017	▲ 482.1%+224.3 pts vs S&P	Filing for GOOGL on Jun 14, 2017
AMZNAmazon	Purchase$1,001 - $15,000	Jul 14, 2017	Jun 14, 2017	▲ 416.1%+158.3 pts vs S&P	Filing for AMZN on Jun 14, 2017
AAPLApple Inc.	Purchase$1,001 - $15,000	Jul 14, 2017	Jun 14, 2017	▲ 883.7%+625.8 pts vs S&P	Filing for AAPL on Jun 14, 2017
ANAutonation, Inc.	Purchase$1,001 - $15,000	Jul 14, 2017	Jun 14, 2017	▲ 327.4%+69.5 pts vs S&P	Filing for AN on Jun 14, 2017
AZOAutoZone	Purchase$15,001 - $50,000	Jul 14, 2017	Jun 14, 2017	▲ 425.4%+167.6 pts vs S&P	Filing for AZO on Jun 14, 2017
BLKBlackRock	Purchase$1,001 - $15,000	Jul 14, 2017	Jun 14, 2017	▲ 245.7%−12.1 pts vs S&P	Filing for BLK on Jun 14, 2017
CECelanese Corp	Purchase$15,001 - $50,000	Jul 14, 2017	Jun 14, 2017	▼ 33.8%−291.7 pts vs S&P	Filing for CE on Jun 14, 2017
CLBCore Laboratories Inc.	Purchase$1,001 - $15,000	Jul 14, 2017	Jun 14, 2017	▼ 89.8%−347.6 pts vs S&P	Filing for CLB on Jun 14, 2017
CBChubb Limited	Purchase$1,001 - $15,000	Jul 14, 2017	Jun 14, 2017	▲ 193.9%−63.9 pts vs S&P	Filing for CB on Jun 14, 2017
DORMDorman Products, Inc.	Purchase$1,001 - $15,000	Jul 14, 2017	Jun 14, 2017	▲ 71.2%−186.7 pts vs S&P	Filing for DORM on Jun 14, 2017
EWBCEast West Bancorp Inc	Purchase$15,001 - $50,000	Jul 14, 2017	Jun 14, 2017	—	Filing for EWBC on Jun 14, 2017
HDThe Home Depot	Purchase$1,001 - $15,000	Jul 14, 2017	Jun 14, 2017	▲ 165.6%−92.3 pts vs S&P	Filing for HD on Jun 14, 2017
LWLamb Weston Holdings, Inc.	Purchase$1,001 - $15,000	Jul 14, 2017	Jun 14, 2017	▲ 40.5%−217.3 pts vs S&P	Filing for LW on Jun 14, 2017
MAMastercard	Purchase$1,001 - $15,000	Jul 14, 2017	Jun 14, 2017	▲ 457.9%+200.0 pts vs S&P	Filing for MA on Jun 14, 2017
MSFTMicrosoft Corporation	Purchase$1,001 - $15,000	Jul 14, 2017	Jun 14, 2017	▲ 721.5%+463.6 pts vs S&P	Filing for MSFT on Jun 14, 2017
NKENike, Inc.	Purchase$1,001 - $15,000	Jul 14, 2017	Jun 14, 2017	▼ 19.9%−277.7 pts vs S&P	Filing for NKE on Jun 14, 2017
ROPRoper Technologies	Purchase$1,001 - $15,000	Jul 14, 2017	Jun 14, 2017	▲ 120.5%−137.4 pts vs S&P	Filing for ROP on Jun 14, 2017
SLBSchlumberger	Purchase$15,001 - $50,000	Jul 14, 2017	Jun 14, 2017	▼ 0.3%−258.2 pts vs S&P	Filing for SLB on Jun 14, 2017
SYFSynchrony Financial	Purchase$1,001 - $15,000	Jul 14, 2017	Jun 14, 2017	▲ 221.2%−36.7 pts vs S&P	Filing for SYF on Jun 14, 2017
TXNTexas Instruments	Purchase$1,001 - $15,000	Jul 14, 2017	Jun 14, 2017	—	Filing for TXN on Jun 14, 2017
TMOThermo Fisher Scientific	Purchase$1,001 - $15,000	Jul 14, 2017	Jun 14, 2017	▲ 309.9%+52.1 pts vs S&P	Filing for TMO on Jun 14, 2017
TJXTJX Companies	Purchase$1,001 - $15,000	Jul 14, 2017	Jun 14, 2017	▲ 326.4%+68.6 pts vs S&P	Filing for TJX on Jun 14, 2017
UNHUnitedHealth Group	Purchase$15,001 - $50,000	Jul 14, 2017	Jun 14, 2017	▲ 158.2%−99.7 pts vs S&P	Filing for UNH on Jun 14, 2017
WYWeyerhaeuser	Purchase$15,001 - $50,000	Jul 14, 2017	Jun 14, 2017	▼ 12.7%−270.5 pts vs S&P	Filing for WY on Jun 14, 2017
FTAIFTAI Aviation Ltd.	Sale (full)$100,001 - $250,000	Jun 14, 2017	May 16, 2017	▲ 2331.2%+2067.1 pts vs S&P	Filing for FTAI on May 16, 2017
MMM3M	Sale (full)$1,001 - $15,000	Jun 14, 2017	May 15, 2017	▲ 45.9%−217.8 pts vs S&P	Filing for MMM on May 15, 2017
AOSA. O. Smith	Sale (full)$1,001 - $15,000	Jun 14, 2017	May 15, 2017	▲ 39.9%−223.8 pts vs S&P	Filing for AOS on May 15, 2017
ACNAccenture	Sale (full)$1,001 - $15,000	Jun 14, 2017	May 15, 2017	▲ 143.1%−120.6 pts vs S&P	Filing for ACN on May 15, 2017
ADBEAdobe Inc.	Sale (full)$1,001 - $15,000	Jun 14, 2017	May 15, 2017	▲ 79.4%−184.3 pts vs S&P	Filing for ADBE on May 15, 2017
GOOGLAlphabet Inc. (Class A)	Sale (full)$1,001 - $15,000	Jun 14, 2017	May 15, 2017	▲ 487.4%+223.7 pts vs S&P	Filing for GOOGL on May 15, 2017
GOOGLAlphabet Inc. (Class A)	Sale (full)$1,001 - $15,000	Jun 14, 2017	May 15, 2017	▲ 487.4%+223.7 pts vs S&P	Filing for GOOGL on May 15, 2017
AMZNAmazon	Sale (full)$1,001 - $15,000	Jun 14, 2017	May 15, 2017	▲ 426.1%+162.4 pts vs S&P	Filing for AMZN on May 15, 2017
AAPLApple Inc.	Sale (full)$15,001 - $50,000	Jun 14, 2017	May 15, 2017	▲ 817.1%+553.4 pts vs S&P	Filing for AAPL on May 15, 2017
ARCCAres Capital Corp	Sale (full)$15,001 - $50,000	Jun 14, 2017	May 15, 2017	▲ 185.4%−78.3 pts vs S&P	Filing for ARCC on May 15, 2017
ANAutonation, Inc.	Sale (full)$1,001 - $15,000	Jun 14, 2017	May 15, 2017	▲ 344.4%+80.7 pts vs S&P	Filing for AN on May 15, 2017
AZOAutoZone	Sale (full)$1,001 - $15,000	Jun 14, 2017	May 15, 2017	▲ 369.4%+105.7 pts vs S&P	Filing for AZO on May 15, 2017
BLKBlackRock	Sale (full)$1,001 - $15,000	Jun 14, 2017	May 15, 2017	▲ 276.6%+12.9 pts vs S&P	Filing for BLK on May 15, 2017
CECelanese Corp	Sale (full)$1,001 - $15,000	Jun 14, 2017	May 15, 2017	▼ 31.2%−294.9 pts vs S&P	Filing for CE on May 15, 2017
CLBCore Laboratories Inc.	Sale (full)$1,001 - $15,000	Jun 14, 2017	May 15, 2017	▼ 89.8%−353.5 pts vs S&P	Filing for CLB on May 15, 2017
CVSCVS Health	Sale (full)$50,001 - $100,000	Jun 14, 2017	May 15, 2017	▲ 53.3%−210.4 pts vs S&P	Filing for CVS on May 15, 2017
CBChubb Limited	Sale (full)$1,001 - $15,000	Jun 14, 2017	May 15, 2017	▲ 213.9%−49.8 pts vs S&P	Filing for CB on May 15, 2017
DORMDorman Products, Inc.	Sale (full)$1,001 - $15,000	Jun 14, 2017	May 15, 2017	▲ 63.9%−199.8 pts vs S&P	Filing for DORM on May 15, 2017
EWBCEast West Bancorp Inc	Sale (full)$1,001 - $15,000	Jun 14, 2017	May 15, 2017	—	Filing for EWBC on May 15, 2017
HDThe Home Depot	Sale (full)$15,001 - $50,000	Jun 14, 2017	May 15, 2017	▲ 166.1%−97.6 pts vs S&P	Filing for HD on May 15, 2017
LWLamb Weston Holdings, Inc.	Sale (full)$1,001 - $15,000	Jun 14, 2017	May 15, 2017	▲ 49.2%−214.5 pts vs S&P	Filing for LW on May 15, 2017
MAMastercard	Sale (full)$1,001 - $15,000	Jun 14, 2017	May 15, 2017	▲ 478.1%+214.4 pts vs S&P	Filing for MA on May 15, 2017
MSFTMicrosoft Corporation	Sale (full)$1,001 - $15,000	Jun 14, 2017	May 15, 2017	▲ 748.4%+484.7 pts vs S&P	Filing for MSFT on May 15, 2017
NKENike, Inc.	Sale (full)$1,001 - $15,000	Jun 14, 2017	May 15, 2017	▼ 18.3%−282.0 pts vs S&P	Filing for NKE on May 15, 2017
ROPRoper Technologies	Sale (full)$1,001 - $15,000	Jun 14, 2017	May 15, 2017	▲ 126.9%−136.8 pts vs S&P	Filing for ROP on May 15, 2017
SLBSchlumberger	Sale (full)$1,001 - $15,000	Jun 14, 2017	May 15, 2017	▼ 4.9%−268.6 pts vs S&P	Filing for SLB on May 15, 2017
SYFSynchrony Financial	Sale (full)$1,001 - $15,000	Jun 14, 2017	May 15, 2017	▲ 246.3%−17.4 pts vs S&P	Filing for SYF on May 15, 2017
TXNTexas Instruments	Sale (full)$1,001 - $15,000	Jun 14, 2017	May 15, 2017	—	Filing for TXN on May 15, 2017
TMOThermo Fisher Scientific	Sale (full)$15,001 - $50,000	Jun 14, 2017	May 15, 2017	▲ 315.8%+52.1 pts vs S&P	Filing for TMO on May 15, 2017
TJXTJX Companies	Sale (full)$1,001 - $15,000	Jun 14, 2017	May 15, 2017	▲ 305.7%+42.0 pts vs S&P	Filing for TJX on May 15, 2017
UNHUnitedHealth Group	Sale (full)$15,001 - $50,000	Jun 14, 2017	May 15, 2017	▲ 174.5%−89.2 pts vs S&P	Filing for UNH on May 15, 2017
WYWeyerhaeuser	Sale (full)$1,001 - $15,000	Jun 14, 2017	May 15, 2017	▼ 10.1%−273.8 pts vs S&P	Filing for WY on May 15, 2017
WHRWhirlpool Corp	Sale (full)$15,001 - $50,000	Jun 14, 2017	May 15, 2017	▼ 76.5%−340.2 pts vs S&P	Filing for WHR on May 15, 2017
ARCCAres Capital Corp	Purchase$50,001 - $100,000	Jun 14, 2017	May 8, 2017	▲ 182.9%−81.8 pts vs S&P	Filing for ARCC on May 8, 2017
SYFSynchrony Financial	Purchase$1,001 - $15,000	Jun 14, 2017	May 8, 2017	▲ 230.8%−33.9 pts vs S&P	Filing for SYF on May 8, 2017
FTAIFTAI Aviation Ltd.	Purchase$100,001 - $250,000	May 12, 2017	Apr 20, 2017	▲ 2513.9%+2242.5 pts vs S&P	Filing for FTAI on Apr 20, 2017
AMCXAMC Global Media Inc.	Sale (full)$15,001 - $50,000	May 12, 2017	Apr 11, 2017	▼ 86.6%−358.4 pts vs S&P	Filing for AMCX on Apr 11, 2017
LWLamb Weston Holdings, Inc.	Purchase$1,001 - $15,000	May 12, 2017	Apr 7, 2017	▲ 49.7%−221.9 pts vs S&P	Filing for LW on Apr 7, 2017
SYFSynchrony Financial	Purchase$15,001 - $50,000	Apr 12, 2017	Mar 28, 2017	▲ 180.2%−91.2 pts vs S&P	Filing for SYF on Mar 28, 2017
GILDGilead Sciences	Sale (full)$15,001 - $50,000	Apr 12, 2017	Mar 6, 2017	▲ 239.9%−29.4 pts vs S&P	Filing for GILD on Mar 6, 2017
LWLamb Weston Holdings, Inc.	Purchase$1,001 - $15,000	Apr 12, 2017	Mar 6, 2017	▲ 59.2%−210.1 pts vs S&P	Filing for LW on Mar 6, 2017
LWLamb Weston Holdings, Inc.	Purchase$15,001 - $50,000	Mar 14, 2017	Feb 16, 2017	▲ 61.3%−212.7 pts vs S&P	Filing for LW on Feb 16, 2017
UNHUnitedHealth Group	Sale (full)$15,001 - $50,000	Mar 14, 2017	Feb 16, 2017	▲ 188.8%−85.2 pts vs S&P	Filing for UNH on Feb 16, 2017
ACREAres Commercial Real Estate Corp	Purchase$15,001 - $50,000	Mar 14, 2017	Feb 9, 2017	▼ 24.5%−305.2 pts vs S&P	Filing for ACRE on Feb 9, 2017
ADBEAdobe Inc.	Purchase$15,001 - $50,000	Feb 15, 2017	Jan 24, 2017	▲ 117.1%−168.6 pts vs S&P	Filing for ADBE on Jan 24, 2017
ARCCAres Capital Corp	Purchase$15,001 - $50,000	Jan 24, 2017	Dec 21, 2016	▲ 197.0%−91.8 pts vs S&P	Filing for ARCC on Dec 21, 2016
BLKBlackRock	Purchase$1,001 - $15,000	Jan 24, 2017	Dec 21, 2016	▲ 274.9%−13.9 pts vs S&P	Filing for BLK on Dec 21, 2016
CLBCore Laboratories Inc.	Purchase$1,001 - $15,000	Jan 24, 2017	Dec 21, 2016	▼ 91.0%−379.8 pts vs S&P	Filing for CLB on Dec 21, 2016
CVSCVS Health	Purchase$50,001 - $100,000	Jan 24, 2017	Dec 21, 2016	▲ 56.4%−232.4 pts vs S&P	Filing for CVS on Dec 21, 2016
FTAIFTAI Aviation Ltd.	Purchase$1,001 - $15,000	Jan 24, 2017	Dec 21, 2016	▲ 2827.4%+2538.6 pts vs S&P	Filing for FTAI on Dec 21, 2016
SLBSchlumberger	Purchase$1,001 - $15,000	Jan 24, 2017	Dec 21, 2016	▼ 20.1%−308.9 pts vs S&P	Filing for SLB on Dec 21, 2016
TMOThermo Fisher Scientific	Purchase$1,001 - $15,000	Jan 24, 2017	Dec 21, 2016	▲ 409.3%+120.5 pts vs S&P	Filing for TMO on Dec 21, 2016
ARCCAres Capital Corp	Purchase$1,001 - $15,000	Jan 24, 2017	Dec 13, 2016	▲ 193.5%−94.2 pts vs S&P	Filing for ARCC on Dec 13, 2016
ACREAres Commercial Real Estate Corp	Purchase$15,001 - $50,000	Jan 24, 2017	Dec 13, 2016	▼ 26.4%−314.0 pts vs S&P	Filing for ACRE on Dec 13, 2016
FTAIFTAI Aviation Ltd.	Purchase$15,001 - $50,000	Jan 24, 2017	Dec 13, 2016	▲ 2780.8%+2493.1 pts vs S&P	Filing for FTAI on Dec 13, 2016
MMM3M	Purchase$1,001 - $15,000	Jan 24, 2017	Dec 12, 2016	▲ 61.5%−228.7 pts vs S&P	Filing for MMM on Dec 12, 2016
AOSA. O. Smith	Purchase$1,001 - $15,000	Jan 24, 2017	Dec 12, 2016	▲ 50.7%−239.5 pts vs S&P	Filing for AOS on Dec 12, 2016
ACNAccenture	Purchase$1,001 - $15,000	Jan 24, 2017	Dec 12, 2016	▲ 142.9%−147.3 pts vs S&P	Filing for ACN on Dec 12, 2016
GOOGLAlphabet Inc. (Class A)	Purchase$15,001 - $50,000	Jan 24, 2017	Dec 12, 2016	▲ 597.5%+307.2 pts vs S&P	Filing for GOOGL on Dec 12, 2016
GOOGLAlphabet Inc. (Class A)	Purchase$1,001 - $15,000	Jan 24, 2017	Dec 12, 2016	▲ 597.5%+307.2 pts vs S&P	Filing for GOOGL on Dec 12, 2016
GOOGLAlphabet Inc. (Class A)	Purchase$15,001 - $50,000	Jan 24, 2017	Dec 12, 2016	▲ 597.5%+307.2 pts vs S&P	Filing for GOOGL on Dec 12, 2016
GOOGLAlphabet Inc. (Class A)	Purchase$1,001 - $15,000	Jan 24, 2017	Dec 12, 2016	▲ 597.5%+307.2 pts vs S&P	Filing for GOOGL on Dec 12, 2016
AMZNAmazon	Purchase$15,001 - $50,000	Jan 24, 2017	Dec 12, 2016	▲ 563.0%+272.7 pts vs S&P	Filing for AMZN on Dec 12, 2016
AMZNAmazon	Purchase$15,001 - $50,000	Jan 24, 2017	Dec 12, 2016	▲ 563.0%+272.7 pts vs S&P	Filing for AMZN on Dec 12, 2016
AMCXAMC Global Media Inc.	Purchase$1,001 - $15,000	Jan 24, 2017	Dec 12, 2016	▼ 84.1%−374.3 pts vs S&P	Filing for AMCX on Dec 12, 2016
AAPLApple Inc.	Purchase$1,001 - $15,000	Jan 24, 2017	Dec 12, 2016	▲ 1171.0%+880.7 pts vs S&P	Filing for AAPL on Dec 12, 2016
ARCCAres Capital Corp	Purchase$15,001 - $50,000	Jan 24, 2017	Dec 12, 2016	▲ 191.0%−99.3 pts vs S&P	Filing for ARCC on Dec 12, 2016
ARCCAres Capital Corp	Purchase$50,001 - $100,000	Jan 24, 2017	Dec 12, 2016	▲ 191.0%−99.3 pts vs S&P	Filing for ARCC on Dec 12, 2016
ARCCAres Capital Corp	Purchase$15,001 - $50,000	Jan 24, 2017	Dec 12, 2016	▲ 191.0%−99.3 pts vs S&P	Filing for ARCC on Dec 12, 2016
ACREAres Commercial Real Estate Corp	Purchase$1,001 - $15,000	Jan 24, 2017	Dec 12, 2016	▼ 27.4%−317.6 pts vs S&P	Filing for ACRE on Dec 12, 2016
ACREAres Commercial Real Estate Corp	Purchase$15,001 - $50,000	Jan 24, 2017	Dec 12, 2016	▼ 27.4%−317.6 pts vs S&P	Filing for ACRE on Dec 12, 2016
ANAutonation, Inc.	Purchase$15,001 - $50,000	Jan 24, 2017	Dec 12, 2016	▲ 274.4%−15.8 pts vs S&P	Filing for AN on Dec 12, 2016
AZOAutoZone	Purchase$15,001 - $50,000	Jan 24, 2017	Dec 12, 2016	▲ 298.4%+8.1 pts vs S&P	Filing for AZO on Dec 12, 2016
BLKBlackRock	Purchase$15,001 - $50,000	Jan 24, 2017	Dec 12, 2016	▲ 278.1%−12.2 pts vs S&P	Filing for BLK on Dec 12, 2016
BLKBlackRock	Purchase$1,001 - $15,000	Jan 24, 2017	Dec 12, 2016	▲ 278.1%−12.2 pts vs S&P	Filing for BLK on Dec 12, 2016
AVGOBroadcom	Purchase$15,001 - $50,000	Jan 24, 2017	Dec 12, 2016	▲ 2329.8%+2039.5 pts vs S&P	Filing for AVGO on Dec 12, 2016
CECelanese Corp	Purchase$1,001 - $15,000	Jan 24, 2017	Dec 12, 2016	▼ 27.6%−317.9 pts vs S&P	Filing for CE on Dec 12, 2016
CLBCore Laboratories Inc.	Purchase$1,001 - $15,000	Jan 24, 2017	Dec 12, 2016	▼ 91.0%−381.3 pts vs S&P	Filing for CLB on Dec 12, 2016
CBChubb Limited	Purchase$15,001 - $50,000	Jan 24, 2017	Dec 12, 2016	▲ 227.8%−62.4 pts vs S&P	Filing for CB on Dec 12, 2016
DORMDorman Products, Inc.	Purchase$1,001 - $15,000	Jan 24, 2017	Dec 12, 2016	▲ 78.1%−212.2 pts vs S&P	Filing for DORM on Dec 12, 2016
DORMDorman Products, Inc.	Sale (full)$1,001 - $15,000	Jan 24, 2017	Dec 12, 2016	▲ 78.1%−212.2 pts vs S&P	Filing for DORM on Dec 12, 2016
METAMeta Platforms	Purchase$15,001 - $50,000	Jan 24, 2017	Dec 12, 2016	▲ 430.7%+140.5 pts vs S&P	Filing for META on Dec 12, 2016
FTAIFTAI Aviation Ltd.	Purchase$50,001 - $100,000	Jan 24, 2017	Dec 12, 2016	▲ 2825.2%+2534.9 pts vs S&P	Filing for FTAI on Dec 12, 2016
FTAIFTAI Aviation Ltd.	Purchase$15,001 - $50,000	Jan 24, 2017	Dec 12, 2016	▲ 2825.2%+2534.9 pts vs S&P	Filing for FTAI on Dec 12, 2016
FTAIFTAI Aviation Ltd.	Purchase$15,001 - $50,000	Jan 24, 2017	Dec 12, 2016	▲ 2825.2%+2534.9 pts vs S&P	Filing for FTAI on Dec 12, 2016
GILDGilead Sciences	Purchase$15,001 - $50,000	Jan 24, 2017	Dec 12, 2016	▲ 226.5%−63.8 pts vs S&P	Filing for GILD on Dec 12, 2016
HDThe Home Depot	Purchase$15,001 - $50,000	Jan 24, 2017	Dec 12, 2016	▲ 213.0%−77.3 pts vs S&P	Filing for HD on Dec 12, 2016
MAMastercard	Purchase$1,001 - $15,000	Jan 24, 2017	Dec 12, 2016	▲ 564.4%+274.1 pts vs S&P	Filing for MA on Dec 12, 2016
MSFTMicrosoft Corporation	Purchase$1,001 - $15,000	Jan 24, 2017	Dec 12, 2016	▲ 839.5%+549.2 pts vs S&P	Filing for MSFT on Dec 12, 2016
NKENike, Inc.	Purchase$1,001 - $15,000	Jan 24, 2017	Dec 12, 2016	▼ 14.5%−304.8 pts vs S&P	Filing for NKE on Dec 12, 2016
NXPINXP Semiconductors	Purchase$15,001 - $50,000	Jan 24, 2017	Dec 12, 2016	▲ 206.2%−84.1 pts vs S&P	Filing for NXPI on Dec 12, 2016
ROPRoper Technologies	Purchase$1,001 - $15,000	Jan 24, 2017	Dec 12, 2016	▲ 173.9%−116.4 pts vs S&P	Filing for ROP on Dec 12, 2016
SLBSchlumberger	Purchase$1,001 - $15,000	Jan 24, 2017	Dec 12, 2016	▼ 19.0%−309.3 pts vs S&P	Filing for SLB on Dec 12, 2016
SYFSynchrony Financial	Purchase$1,001 - $15,000	Jan 24, 2017	Dec 12, 2016	▲ 163.4%−126.9 pts vs S&P	Filing for SYF on Dec 12, 2016
TXNTexas Instruments	Purchase$15,001 - $50,000	Jan 24, 2017	Dec 12, 2016	—	Filing for TXN on Dec 12, 2016
TMOThermo Fisher Scientific	Purchase$15,001 - $50,000	Jan 24, 2017	Dec 12, 2016	▲ 394.4%+104.1 pts vs S&P	Filing for TMO on Dec 12, 2016
TJXTJX Companies	Purchase$15,001 - $50,000	Jan 24, 2017	Dec 12, 2016	▲ 307.8%+17.5 pts vs S&P	Filing for TJX on Dec 12, 2016
UNHUnitedHealth Group	Purchase$15,001 - $50,000	Jan 24, 2017	Dec 12, 2016	▲ 196.3%−94.0 pts vs S&P	Filing for UNH on Dec 12, 2016
WYWeyerhaeuser	Purchase$1,001 - $15,000	Jan 24, 2017	Dec 12, 2016	▼ 9.3%−299.5 pts vs S&P	Filing for WY on Dec 12, 2016
WHRWhirlpool Corp	Purchase$15,001 - $50,000	Jan 24, 2017	Dec 12, 2016	▼ 74.8%−365.1 pts vs S&P	Filing for WHR on Dec 12, 2016
ARCCAres Capital Corp	Purchase$15,001 - $50,000	Jan 16, 2017	Nov 25, 2016	▲ 202.1%−96.5 pts vs S&P	Filing for ARCC on Nov 25, 2016
ACREAres Commercial Real Estate Corp	Purchase$15,001 - $50,000	Jan 16, 2017	Nov 25, 2016	▼ 24.0%−322.6 pts vs S&P	Filing for ACRE on Nov 25, 2016
FTAIFTAI Aviation Ltd.	Purchase$1,001 - $15,000	Jan 16, 2017	Nov 25, 2016	▲ 2851.2%+2552.6 pts vs S&P	Filing for FTAI on Nov 25, 2016
AMZNAmazon	Purchase$1,001 - $15,000	Jan 16, 2017	Nov 10, 2016	▲ 578.9%+271.8 pts vs S&P	Filing for AMZN on Nov 10, 2016
MCKMcKesson	Sale (full)$15,001 - $50,000	Jan 16, 2017	Nov 10, 2016	▲ 634.4%+327.4 pts vs S&P	Filing for MCK on Nov 10, 2016
WYWeyerhaeuser	Purchase$1,001 - $15,000	Jan 16, 2017	Nov 10, 2016	▲ 3.0%−304.0 pts vs S&P	Filing for WY on Nov 10, 2016
CECelanese Corp	Sale (full)$1,001 - $15,000	Jan 16, 2017	Nov 9, 2016	▼ 20.4%−328.5 pts vs S&P	Filing for CE on Nov 9, 2016
MMM3M	Purchase$1,001 - $15,000	Jan 16, 2017	Nov 2, 2016	▲ 76.2%−244.8 pts vs S&P	Filing for MMM on Nov 2, 2016
ADIAnalog Devices	Purchase$1,001 - $15,000	Jan 16, 2017	Nov 2, 2016	▲ 696.7%+375.7 pts vs S&P	Filing for ADI on Nov 2, 2016
ADPAutomatic Data Processing	Purchase$1,001 - $15,000	Jan 16, 2017	Nov 2, 2016	▲ 310.6%−10.4 pts vs S&P	Filing for ADP on Nov 2, 2016
BDXBecton Dickinson	Purchase$1,001 - $15,000	Jan 16, 2017	Nov 2, 2016	▲ 80.3%−240.7 pts vs S&P	Filing for BDX on Nov 2, 2016
BLKBlackRock	Purchase$1,001 - $15,000	Jan 16, 2017	Nov 2, 2016	▲ 338.4%+17.4 pts vs S&P	Filing for BLK on Nov 2, 2016
CLXClorox	Purchase$1,001 - $15,000	Jan 16, 2017	Nov 2, 2016	▲ 9.8%−311.2 pts vs S&P	Filing for CLX on Nov 2, 2016
CBChubb Limited	Purchase$1,001 - $15,000	Jan 16, 2017	Nov 2, 2016	▲ 249.2%−71.8 pts vs S&P	Filing for CB on Nov 2, 2016
GDGeneral Dynamics	Purchase$1,001 - $15,000	Jan 16, 2017	Nov 2, 2016	▲ 209.5%−111.5 pts vs S&P	Filing for GD on Nov 2, 2016
ITWIllinois Tool Works	Purchase$1,001 - $15,000	Jan 16, 2017	Nov 2, 2016	▲ 219.8%−101.2 pts vs S&P	Filing for ITW on Nov 2, 2016
SJMThe J.M. Smucker Company	Purchase$1,001 - $15,000	Jan 16, 2017	Nov 2, 2016	▲ 34.4%−286.6 pts vs S&P	Filing for SJM on Nov 2, 2016
JNJJohnson & Johnson	Purchase$1,001 - $15,000	Jan 16, 2017	Nov 2, 2016	▲ 203.9%−117.1 pts vs S&P	Filing for JNJ on Nov 2, 2016
LOWLowe's	Purchase$1,001 - $15,000	Jan 16, 2017	Nov 2, 2016	▲ 286.5%−34.5 pts vs S&P	Filing for LOW on Nov 2, 2016
MDTMedtronic	Purchase$1,001 - $15,000	Jan 16, 2017	Nov 2, 2016	▲ 58.8%−262.2 pts vs S&P	Filing for MDT on Nov 2, 2016
MSFTMicrosoft Corporation	Purchase$1,001 - $15,000	Jan 16, 2017	Nov 2, 2016	▲ 889.5%+568.5 pts vs S&P	Filing for MSFT on Nov 2, 2016
NEENextEra Energy	Purchase$1,001 - $15,000	Jan 16, 2017	Nov 2, 2016	▲ 251.0%−70.0 pts vs S&P	Filing for NEE on Nov 2, 2016
SYYSysco	Purchase$1,001 - $15,000	Jan 16, 2017	Nov 2, 2016	▲ 101.1%−219.9 pts vs S&P	Filing for SYY on Nov 2, 2016
VFCVF Corporation	Purchase$1,001 - $15,000	Jan 16, 2017	Nov 2, 2016	▼ 47.2%−368.2 pts vs S&P	Filing for VFC on Nov 2, 2016
ARCCAres Capital Corp	Purchase$50,001 - $100,000	Jan 16, 2017	Oct 13, 2016	▲ 219.2%−95.3 pts vs S&P	Filing for ARCC on Oct 13, 2016
ACREAres Commercial Real Estate Corp	Purchase$50,001 - $100,000	Jan 16, 2017	Oct 13, 2016	▼ 19.2%−333.7 pts vs S&P	Filing for ACRE on Oct 13, 2016
NXPINXP Semiconductors	Sale (full)$1,001 - $15,000	Jan 16, 2017	Oct 11, 2016	▲ 194.8%−118.9 pts vs S&P	Filing for NXPI on Oct 11, 2016
NXPINXP Semiconductors	Sale (full)$1,001 - $15,000	Jan 16, 2017	Sep 30, 2016	▲ 194.6%−113.7 pts vs S&P	Filing for NXPI on Sep 30, 2016
CLBCore Laboratories Inc.	Purchase$1,001 - $15,000	Jan 16, 2017	Sep 27, 2016	▼ 89.6%−399.2 pts vs S&P	Filing for CLB on Sep 27, 2016
SYFSynchrony Financial	Purchase$15,001 - $50,000	Jan 16, 2017	Sep 27, 2016	▲ 241.9%−67.7 pts vs S&P	Filing for SYF on Sep 27, 2016
WDCWestern Digital	Sale (full)$15,001 - $50,000	Jan 16, 2017	Sep 7, 2016	▲ 883.0%+577.8 pts vs S&P	Filing for WDC on Sep 7, 2016
MMM3M	Purchase$1,001 - $15,000	Jan 16, 2017	Sep 1, 2016	▲ 62.3%−245.9 pts vs S&P	Filing for MMM on Sep 1, 2016
APDAir Products	Purchase$1,001 - $15,000	Jan 16, 2017	Sep 1, 2016	▲ 178.8%−129.4 pts vs S&P	Filing for APD on Sep 1, 2016
AMGNAmgen	Purchase$1,001 - $15,000	Jan 16, 2017	Sep 1, 2016	▲ 265.4%−42.8 pts vs S&P	Filing for AMGN on Sep 1, 2016
ADIAnalog Devices	Purchase$1,001 - $15,000	Jan 16, 2017	Sep 1, 2016	▲ 704.2%+396.0 pts vs S&P	Filing for ADI on Sep 1, 2016
BDXBecton Dickinson	Purchase$1,001 - $15,000	Jan 16, 2017	Sep 1, 2016	▲ 70.6%−237.6 pts vs S&P	Filing for BDX on Sep 1, 2016
CLXClorox	Purchase$1,001 - $15,000	Jan 16, 2017	Sep 1, 2016	▼ 2.5%−310.7 pts vs S&P	Filing for CLX on Sep 1, 2016
CBChubb Limited	Purchase$1,001 - $15,000	Jan 16, 2017	Sep 1, 2016	▲ 244.6%−63.6 pts vs S&P	Filing for CB on Sep 1, 2016
GDGeneral Dynamics	Purchase$1,001 - $15,000	Jan 16, 2017	Sep 1, 2016	▲ 204.6%−103.6 pts vs S&P	Filing for GD on Sep 1, 2016
ITWIllinois Tool Works	Purchase$1,001 - $15,000	Jan 16, 2017	Sep 1, 2016	▲ 204.8%−103.4 pts vs S&P	Filing for ITW on Sep 1, 2016
SJMThe J.M. Smucker Company	Purchase$1,001 - $15,000	Jan 16, 2017	Sep 1, 2016	▲ 24.8%−283.4 pts vs S&P	Filing for SJM on Sep 1, 2016
JNJJohnson & Johnson	Purchase$1,001 - $15,000	Jan 16, 2017	Sep 1, 2016	▲ 193.1%−115.1 pts vs S&P	Filing for JNJ on Sep 1, 2016
LOWLowe's	Purchase$1,001 - $15,000	Jan 16, 2017	Sep 1, 2016	▲ 238.2%−70.0 pts vs S&P	Filing for LOW on Sep 1, 2016
MDTMedtronic	Purchase$1,001 - $15,000	Jan 16, 2017	Sep 1, 2016	▲ 48.8%−259.4 pts vs S&P	Filing for MDT on Sep 1, 2016
MSFTMicrosoft Corporation	Purchase$1,001 - $15,000	Jan 16, 2017	Sep 1, 2016	▲ 921.1%+612.8 pts vs S&P	Filing for MSFT on Sep 1, 2016
NEENextEra Energy	Purchase$1,001 - $15,000	Jan 16, 2017	Sep 1, 2016	▲ 258.8%−49.4 pts vs S&P	Filing for NEE on Sep 1, 2016
PAYXPaychex	Purchase$1,001 - $15,000	Jan 16, 2017	Sep 1, 2016	▲ 162.3%−145.9 pts vs S&P	Filing for PAYX on Sep 1, 2016
ACREAres Commercial Real Estate Corp	Purchase$100,001 - $250,000	Jan 16, 2017	Aug 25, 2016	▼ 15.8%−323.4 pts vs S&P	Filing for ACRE on Aug 25, 2016
ARCCAres Capital Corp	Purchase$15,001 - $50,000	Jan 16, 2017	Aug 11, 2016	▲ 224.9%−80.9 pts vs S&P	Filing for ARCC on Aug 11, 2016
FTAIFTAI Aviation Ltd.	Purchase$15,001 - $50,000	Jan 16, 2017	Aug 11, 2016	▲ 3343.0%+3037.1 pts vs S&P	Filing for FTAI on Aug 11, 2016
AOSA. O. Smith	Sale (full)$1,001 - $15,000	Jan 16, 2017	Aug 9, 2016	▲ 61.5%−245.3 pts vs S&P	Filing for AOS on Aug 9, 2016
AMCXAMC Global Media Inc.	Purchase$1,001 - $15,000	Jan 16, 2017	Aug 9, 2016	▼ 85.3%−392.0 pts vs S&P	Filing for AMCX on Aug 9, 2016
AMZNAmazon	Purchase$1,001 - $15,000	Jan 16, 2017	Jul 27, 2016	▲ 584.1%+274.3 pts vs S&P	Filing for AMZN on Jul 27, 2016
PIIPolaris Inc.	Sale (full)$15,001 - $50,000	Jan 16, 2017	Jul 27, 2016	▼ 11.3%−321.2 pts vs S&P	Filing for PII on Jul 27, 2016
MMM3M	Purchase$1,001 - $15,000	Jan 16, 2017	Jun 2, 2016	▲ 74.9%−248.1 pts vs S&P	Filing for MMM on Jun 2, 2016
GOOGLAlphabet Inc. (Class A)	Purchase$1,001 - $15,000	Jan 16, 2017	Jun 2, 2016	▲ 657.1%+334.1 pts vs S&P	Filing for GOOGL on Jun 2, 2016
GOOGLAlphabet Inc. (Class A)	Purchase$1,001 - $15,000	Jan 16, 2017	Jun 2, 2016	▲ 657.1%+334.1 pts vs S&P	Filing for GOOGL on Jun 2, 2016
AMZNAmazon	Purchase$15,001 - $50,000	Jan 16, 2017	Jun 2, 2016	▲ 592.0%+269.1 pts vs S&P	Filing for AMZN on Jun 2, 2016
AMCXAMC Global Media Inc.	Purchase$1,001 - $15,000	Jan 16, 2017	Jun 2, 2016	▼ 87.6%−410.6 pts vs S&P	Filing for AMCX on Jun 2, 2016
AAPLApple Inc.	Purchase$1,001 - $15,000	Jan 16, 2017	Jun 2, 2016	▲ 1389.2%+1066.3 pts vs S&P	Filing for AAPL on Jun 2, 2016
ANAutonation, Inc.	Purchase$1,001 - $15,000	Jan 16, 2017	Jun 2, 2016	▲ 263.9%−59.0 pts vs S&P	Filing for AN on Jun 2, 2016
AZOAutoZone	Purchase$1,001 - $15,000	Jan 16, 2017	Jun 2, 2016	▲ 315.9%−7.0 pts vs S&P	Filing for AZO on Jun 2, 2016
CLBCore Laboratories Inc.	Purchase$1,001 - $15,000	Jan 16, 2017	Jun 2, 2016	▼ 90.9%−413.8 pts vs S&P	Filing for CLB on Jun 2, 2016
CBChubb Limited	Purchase$1,001 - $15,000	Jan 16, 2017	Jun 2, 2016	▲ 244.6%−78.3 pts vs S&P	Filing for CB on Jun 2, 2016
EWBCEast West Bancorp Inc	Purchase$1,001 - $15,000	Jan 16, 2017	Jun 2, 2016	—	Filing for EWBC on Jun 2, 2016
NGVTIngevity Corp	Purchase$1,001 - $15,000	Jan 16, 2017	Jun 2, 2016	▲ 133.3%−189.7 pts vs S&P	Filing for NGVT on Jun 2, 2016
MAMastercard	Purchase$1,001 - $15,000	Jan 16, 2017	Jun 2, 2016	▲ 611.1%+288.2 pts vs S&P	Filing for MA on Jun 2, 2016
MCKMcKesson	Purchase$1,001 - $15,000	Jan 16, 2017	Jun 2, 2016	▲ 477.7%+154.8 pts vs S&P	Filing for MCK on Jun 2, 2016
MSFTMicrosoft Corporation	Purchase$1,001 - $15,000	Jan 16, 2017	Jun 2, 2016	▲ 1027.5%+704.5 pts vs S&P	Filing for MSFT on Jun 2, 2016

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	+0.1%	+0.3%	53%	282	−0.8% (326)
Purchases	90 days	−0.4%	+0.2%	52%	282	−0.3% (326)
Sales	30 days	+0.4%	+0.6%	54%	108	0.0% (128)
Sales	90 days	+0.3%	+0.7%	52%	108	+0.5% (128)

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 Feb 11, 2019 0 stock or option trades
Report filed Jan 14, 2019 12 stock or option trades · AMAT, AZO, BV, CLB, FTAI, WY
Report filed Dec 12, 2018 6 stock or option trades · ABT, BV, DORM, SLB
Report filed Nov 9, 2018 3 stock or option trades · BV, FTAI, LW
Report filed Oct 13, 2018 10 stock or option trades · MMM, ADBE, BABA, AN, BV, IPGP, RCL, THO
Report filed Sep 14, 2018 7 stock or option trades · CBRE, IPGP, NKE
Report filed Aug 13, 2018 5 stock or option trades · AMZN, AAPL, RCL, TJX
Report filed Jul 12, 2018 0 stock or option trades
Report filed Jun 8, 2018 7 stock or option trades · MMM, AMAT, NXPI, THO
Report filed May 14, 2018 8 stock or option trades · AMZN, ARCC, CBRE, LW, TMO
Report filed Apr 13, 2018 2 stock or option trades · AMAT, THO
Report filed Mar 12, 2018 5 stock or option trades · AMZN, THO, TJX, WY
Report filed Feb 15, 2018 36 stock or option trades · AOS, ACN, ADBE, BABA, AMT, AAPL, AMAT, AN, AZO, BLK, CE, CB
Report filed Jan 10, 2018 9 stock or option trades · CLB, DORM, NKE, SLB
Report filed Dec 14, 2017 0 stock or option trades
Report filed Nov 13, 2017 3 stock or option trades · BABA, CE, NXPI
Report filed Oct 14, 2017 22 stock or option trades · BABA, ADI, BDX, CLX, ES, FDS, FRT, FTAI, GD, SJM, PAYX, PSX
Report filed Sep 20, 2017 2 stock or option trades
Report filed Aug 10, 2017 2 stock or option trades · CE
Report filed Jul 14, 2017 1 stock or option trade
Report filed Jul 14, 2017 39 stock or option trades · MMM, AOS, ACN, ADBE, GOOGL, AMZN, AAPL, AN, AZO, BLK, CE, CLB
Report filed Jun 14, 2017 46 stock or option trades · MMM, AOS, ACN, ADBE, GOOGL, AMZN, AAPL, ARCC, AN, AZO, BLK, CE
Report filed May 12, 2017 4 stock or option trades · AMCX, FTAI, LW
Report filed Apr 12, 2017 4 stock or option trades · GILD, LW, SYF
Report filed Mar 14, 2017 6 stock or option trades · ACRE, LW, UNH
Report filed Feb 15, 2017 1 stock or option trade · ADBE
Report filed Jan 24, 2017 74 stock or option trades · MMM, AOS, ACN, GOOGL, AMZN, AMCX, AAPL, ARCC, ACRE, AN, AZO, BLK
Report filed Jan 16, 2017 304 stock or option trades · MMM, AOS, ABT, ACN, AFL, APD, GOOGL, AMZN, AMCX, AXP, AMGN, ADI

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