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Thomas MacArthur: stock trades

Representative for NJ (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.

  • Technology18% of trades 221
  • Industrials16% of trades 194
  • Financials13% of trades 161
  • Health Care13% of trades 154
  • Energy11% of trades 137
  • Consumer Discretionary10% of trades 116

Would copying Thomas MacArthur’s trades have beaten the S&P 500?

Copying Thomas MacArthur’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 March 6, 2015 into $40,281 by November 2, 2026, against $44,246 in the S&P 500: +12.7% a year against +13.6%, with a beta of 0.91. Selling each purchase after 6 months instead would have made +6.8% a year. Six months after each report, the average share purchase was +0.5% against the S&P 500 (median +0.3%), and 51% beat it, well within what luck alone would produce. Measured from the trade date instead, the member’s own timing, the average was +0.7%. Reports arrived a median of 26 days after the trade. 54 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.

$0$20.0k$40.0k 201520172019202120232025 $44.2k$40.3k
Copying Thomas MacArthurS&P 500, buy and hold $10,000 copying Thomas MacArthur’s disclosed holdings from March 6, 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 612 +0.3% +0.3% 51% 0.49 No reliable evidence
Purchases, 6 months after the report 612 +0.5% +0.3% 51% 0.74 No reliable evidence
Purchases, 3 months after the trade 612 +0.7% −0.1% 49% 1.26 No reliable evidence
Purchases, 6 months after the trade 612 +0.7% −0.2% 49% 0.98 Some evidence: ahead
Sales, 6 months after the report 573 +0.5% +0.9% 47% 0.75 No reliable evidence
Return a year, copying
+12.7%
S&P 500, same dates
+13.6%
Yearly swing (S&P 500)
17% (18%)
Sharpe ratio (S&P 500)
0.65 (0.69)
Biggest drop (S&P 500)
−35% (−34%)
Market sensitivity (beta)
0.91

“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 MacArthur 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.
INTCIntel 33$152,033–$755,000 14$105,014–$400,000 Jan 28, 2015 Dec 3, 2018 —
NEENextEra Energy 26$131,026–$615,000 16$191,016–$565,000 Jan 12, 2015 Dec 17, 2018 —
MSFTMicrosoft Corporation 22$64,022–$435,000 12$54,012–$285,000 Jan 28, 2015 Dec 13, 2018 —
UNPUnion Pacific Corporation 17$130,017–$525,000 15$212,015–$630,000 Jan 9, 2015 Nov 6, 2018 —
IVZInvesco 15$142,015–$530,000 14$226,014–$715,000 Jan 9, 2015 Oct 9, 2018 —
JNJJohnson & Johnson 24$235,024–$800,000 5$104,005–$310,000 Jan 9, 2015 Dec 11, 2018 —
SLBSchlumberger 18$307,018–$930,000 11$286,011–$790,000 Jan 27, 2015 Dec 10, 2018 —
TXNTexas Instruments 19$132,019–$555,000 10$38,010–$220,000 Aug 10, 2015 Nov 19, 2018 —
JCIJohnson Controls 18$329,018–$1M 9$256,009–$690,000 Jul 6, 2015 Jun 13, 2017 —
CLColgate-Palmolive 14$56,014–$315,000 11$187,011–$555,000 Jan 9, 2015 Nov 6, 2018 —
MDTMedtronic 11$53,011–$270,000 14$70,014–$350,000 Feb 12, 2015 May 11, 2018 —
ROKRockwell Automation 13$225,013–$700,000 11$74,011–$285,000 Jan 28, 2015 Jun 12, 2018 —
VFCVF Corporation 15$57,015–$330,000 8$71,008–$240,000 Feb 12, 2015 May 11, 2018 —
CVXChevron Corporation 17$144,017–$560,000 5$118,005–$345,000 May 27, 2015 Dec 26, 2018 ▲ 193.3%−94.2 pts vs S&P
SUSuncor Energy Inc 12$139,012–$485,000 10$123,010–$420,000 Jan 27, 2015 Dec 26, 2018 —
UNHUnitedHealth Group 0 21$162,021–$655,000 Sep 2, 2015 Nov 12, 2018 —
ACNAccenture 15$227,015–$730,000 4$103,004–$295,000 Nov 20, 2015 Nov 15, 2018 ▲ 183.7%−147.2 pts vs S&P
MCDMcDonald's 13$154,013–$535,000 6$105,006–$325,000 Nov 9, 2015 May 11, 2018 ▲ 204.6%−128.9 pts vs S&P
HDThe Home Depot 12$125,012–$450,000 6$55,006–$175,000 Aug 18, 2015 May 11, 2018 —
TDToronto Dominion Bank 12$224,012–$685,000 6$204,006–$560,000 Jan 12, 2015 Apr 19, 2016 —
DDominion Energy 10$24,010–$185,000 6$104,006–$260,000 Jan 9, 2015 Feb 12, 2016 —
PEPPepsiCo 8$121,008–$390,000 8$106,008–$290,000 May 27, 2015 Jan 8, 2018 —
CVSCVS Health 8$206,008–$590,000 7$155,007–$425,000 May 27, 2015 Dec 19, 2017 ▲ 41.4%−272.9 pts vs S&P
WDCWestern Digital 13$41,013–$265,000 1$50,001–$100,000 Nov 3, 2015 May 4, 2016 ▲ 688.0%+360.5 pts vs S&P
OXYOccidental Petroleum 9$37,009–$205,000 4$103,004–$295,000 Jan 9, 2015 Feb 9, 2016 —
QCOMQualcomm 8$121,008–$390,000 5$104,005–$310,000 Jan 12, 2015 Aug 10, 2015 —
CBChubb Limited 6$119,006–$360,000 5$104,005–$310,000 May 27, 2015 Jan 12, 2017 ▲ 265.3%−67.2 pts vs S&P
FCXFreeport-McMoRan 8$64,008–$260,000 2$65,002–$150,000 Feb 11, 2015 Jan 9, 2017 —
PHGKoninklijke Philips NV 4$32,004–$130,000 6$34,006–$160,000 Jan 26, 2015 Jan 30, 2017 —
XOMExxonMobil 6$20,006–$125,000 4$103,004–$295,000 May 27, 2015 Jan 27, 2017 ▲ 214.2%−119.1 pts vs S&P
AEGAegon LTD. 4$32,004–$130,000 4$67,004–$180,000 Jan 26, 2015 Jan 10, 2017 —
AFLAflac 5$19,005–$110,000 3$102,003–$280,000 Jan 9, 2015 Jul 13, 2015 —
BIIBBiogen 6$6,006–$90,000 2$65,002–$150,000 Feb 4, 2015 May 2, 2018 —
RSGRepublic Services 5$68,005–$195,000 3$31,003–$115,000 May 27, 2015 Dec 10, 2018 ▲ 297.3%+89.8 pts vs S&P
SNDKSandisk 7$21,007–$140,000 1$15,001–$50,000 Jan 14, 2015 Feb 2, 2016 —
BLKBlackRock 5$5,005–$75,000 2$2,002–$30,000 Jan 12, 2017 Jul 24, 2018 ▲ 290.0%+2.5 pts vs S&P
HSBCHsbc Holdings PLC 4$46,004–$165,000 3$101,003–$215,000 Jan 26, 2015 Jan 10, 2017 —
ITWIllinois Tool Works 2$16,002–$65,000 5$104,005–$310,000 Jan 9, 2015 Jan 15, 2016 —
TRVThe Travelers Companies 3$3,003–$45,000 4$103,004–$295,000 Feb 12, 2015 May 27, 2015 —
VODVodafone Group Public LTD Co 3$66,003–$165,000 4$81,004–$215,000 Jan 26, 2015 Oct 13, 2016 —
YUMYum! Brands 4$4,004–$60,000 3$102,003–$280,000 Jan 9, 2015 Oct 8, 2015 —
BIDUBaidu, Inc. 3$31,003–$115,000 3$31,003–$115,000 Apr 28, 2017 Dec 10, 2018 —
CNQCanadian Natural Resources Ltd 2$16,002–$65,000 4$18,004–$95,000 Mar 24, 2017 Oct 10, 2018 —
CRCrane Co 4$67,004–$180,000 2$2,002–$30,000 Jul 28, 2017 Oct 9, 2018 —
EMREmerson Electric 3$17,003–$80,000 3$102,003–$280,000 Jan 9, 2015 Jan 28, 2015 —
ERICEricsson LM Telephone Co 3$17,003–$80,000 3$31,003–$115,000 Jan 27, 2015 Oct 17, 2016 —
IONSIonis Pharmaceuticals Inc 5$19,005–$110,000 1$15,001–$50,000 Feb 2, 2016 Nov 2, 2016 ▲ 14.0%−366.5 pts vs S&P
JPMJPMorgan Chase 4$18,004–$95,000 2$16,002–$65,000 Jan 8, 2018 Dec 26, 2018 ▲ 291.8%+77.4 pts vs S&P
SAPSAP SE 4$32,004–$130,000 2$65,002–$150,000 Jan 27, 2015 Dec 10, 2018 —
SITESiteone Landscape Supply, Inc. 5$5,005–$75,000 1$1,001–$15,000 Oct 8, 2018 Dec 7, 2018 ▲ 57.8%−137.5 pts vs S&P
BTIBritish American Tobacco P.l.c. 3$31,003–$115,000 2$16,002–$65,000 Oct 6, 2017 Dec 10, 2018 —
CMCSAComcast 3$102,003–$280,000 2$51,002–$115,000 Feb 2, 2016 May 11, 2018 ▼ 12.6%−221.4 pts vs S&P
ESEversource Energy 2$16,002–$65,000 3$102,003–$280,000 Jun 12, 2015 Jul 6, 2015 —
IBKRInteractive Brokers 4$4,004–$60,000 1$1,001–$15,000 May 27, 2015 Dec 21, 2019 ▲ 492.7%+259.5 pts vs S&P
LMTLockheed Martin 4$117,004–$330,000 1$1,001–$15,000 Jul 28, 2017 Nov 6, 2018 ▲ 182.0%−70.3 pts vs S&P
MTArcelormittal 3$31,003–$115,000 2$30,002–$100,000 May 5, 2017 Dec 10, 2018 —
OKEOneok 3$45,003–$150,000 2$65,002–$150,000 Nov 6, 2015 Sep 1, 2016 —
PMPhilip Morris International 2$16,002–$65,000 3$17,003–$80,000 Jan 25, 2018 Dec 31, 2018 ▲ 201.4%−2.5 pts vs S&P
SMGScotts Miracle-gro Co 3$17,003–$80,000 2$16,002–$65,000 May 27, 2015 Dec 7, 2018 ▼ 2.8%−212.0 pts vs S&P
SWKStanley Black & Decker 2$16,002–$65,000 3$102,003–$280,000 Jan 28, 2015 Apr 1, 2015 —

The 60 most traded of 270 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 1230 trades; every trade is in the reports below. Click a column heading to sort.

Report
IBKRInteractive Brokers Purchase$1,001 - $15,000 · Joint Jan 11, 2019 Dec 21, 2019date after report — Filing
NXPINXP Semiconductors Purchase$15,001 - $50,000 · Joint Jan 11, 2019 Dec 31, 2018 ▲ 307.7%+69.6 pts vs S&P Filing
PMPhilip Morris International Sale (full)$1,001 - $15,000 · Joint Jan 11, 2019 Dec 31, 2018 ▲ 359.8%+121.6 pts vs S&P Filing
CVXChevron Corporation Sale (full)$100,001 - $250,000 · Joint Jan 11, 2019 Dec 26, 2018 ▲ 193.8%−49.5 pts vs S&P Filing
CVXChevron Corporation Sale (full)$15,001 - $50,000 · Dependent child Jan 11, 2019 Dec 26, 2018 ▲ 193.8%−49.5 pts vs S&P Filing
CVXChevron Corporation Sale (full)$1,001 - $15,000 · Dependent child Jan 11, 2019 Dec 26, 2018 ▲ 193.8%−49.5 pts vs S&P Filing
JPMJPMorgan Chase Sale (full)$15,001 - $50,000 · Dependent child Jan 11, 2019 Dec 26, 2018 ▲ 335.3%+92.1 pts vs S&P Filing
JPMJPMorgan Chase Sale (full)$1,001 - $15,000 · Dependent child Jan 11, 2019 Dec 26, 2018 ▲ 335.3%+92.1 pts vs S&P Filing
SUSuncor Energy Inc Sale (full)$1,001 - $15,000 · Dependent child Jan 11, 2019 Dec 26, 2018 — Filing
SUSuncor Energy Inc Sale (full)$1,001 - $15,000 · Dependent child Jan 11, 2019 Dec 26, 2018 — Filing
SUSuncor Energy Inc Sale (partial)$100,001 - $250,000 · Joint Jan 11, 2019 Dec 26, 2018 — Filing
IBKRInteractive Brokers Purchase$1,001 - $15,000 · Joint Jan 11, 2019 Dec 20, 2018 ▲ 499.8%+255.9 pts vs S&P Filing
IBKRInteractive Brokers Purchase$1,001 - $15,000 · Joint Jan 11, 2019 Dec 19, 2018 ▲ 500.5%+262.2 pts vs S&P Filing
IBKRInteractive Brokers Purchase$1,001 - $15,000 · Joint Jan 11, 2019 Dec 18, 2018 ▲ 492.7%+259.5 pts vs S&P Filing
NEENextEra Energy Purchase$1,001 - $15,000 · Joint Jan 11, 2019 Dec 17, 2018 ▲ 132.3%−100.5 pts vs S&P Filing
MSFTMicrosoft Corporation Purchase$1,001 - $15,000 · Joint Jan 11, 2019 Dec 13, 2018 ▲ 413.1%+192.8 pts vs S&P Filing
NXPINXP Semiconductors Purchase$1,001 - $15,000 · Joint Jan 11, 2019 Dec 13, 2018 ▲ 279.0%+58.7 pts vs S&P Filing
TRGPTarga Resources Sale (partial)$15,001 - $50,000 · Joint Jan 11, 2019 Dec 13, 2018 ▲ 770.1%+549.8 pts vs S&P Filing
WESWestern Midstream Partners, LP Purchase$1,001 - $15,000 · Joint Jan 11, 2019 Dec 13, 2018 — Filing
WMBWilliams Companies Purchase$50,001 - $100,000 · Joint Jan 11, 2019 Dec 13, 2018 ▲ 360.9%+140.6 pts vs S&P Filing
NXPINXP Semiconductors Purchase$1,001 - $15,000 · Joint Jan 11, 2019 Dec 12, 2018 ▲ 275.8%+55.6 pts vs S&P Filing
JNJJohnson & Johnson Purchase$1,001 - $15,000 · Joint Jan 11, 2019 Dec 11, 2018 ▲ 124.5%−97.2 pts vs S&P Filing
MTArcelormittal Sale (full)$15,001 - $50,000 · Joint Jan 11, 2019 Dec 10, 2018 — Filing
BIDUBaidu, Inc. Sale (full)$15,001 - $50,000 · Joint Jan 11, 2019 Dec 10, 2018 — Filing
BTIBritish American Tobacco P.l.c. Sale (full)$15,001 - $50,000 · Joint Jan 11, 2019 Dec 10, 2018 — Filing
CVXChevron Corporation Purchase$1,001 - $15,000 · Joint Jan 11, 2019 Dec 10, 2018 ▲ 174.5%−47.4 pts vs S&P Filing
NEENextEra Energy Sale (partial)$50,001 - $100,000 · Joint Jan 11, 2019 Dec 10, 2018 ▲ 123.5%−98.4 pts vs S&P Filing
NEENextEra Energy Sale (partial)$1,001 - $15,000 · Dependent child Jan 11, 2019 Dec 10, 2018 ▲ 123.5%−98.4 pts vs S&P Filing
NEENextEra Energy Sale (full)$1,001 - $15,000 · Dependent child Jan 11, 2019 Dec 10, 2018 ▲ 123.5%−98.4 pts vs S&P Filing
PMPhilip Morris International Sale (full)$15,001 - $50,000 · Joint Jan 11, 2019 Dec 10, 2018 ▲ 270.1%+48.2 pts vs S&P Filing
RSGRepublic Services Sale (partial)$15,001 - $50,000 · Joint Jan 11, 2019 Dec 10, 2018 ▲ 267.6%+45.7 pts vs S&P Filing
RSGRepublic Services Sale (partial)$1,001 - $15,000 · Dependent child Jan 11, 2019 Dec 10, 2018 ▲ 267.6%+45.7 pts vs S&P Filing
SAPSAP SE Sale (full)$50,001 - $100,000 · Joint Jan 11, 2019 Dec 10, 2018 — Filing
SLBSchlumberger Sale (full)$15,001 - $50,000 · Joint Jan 11, 2019 Dec 10, 2018 ▲ 54.2%−167.6 pts vs S&P Filing
SUSuncor Energy Inc Purchase$1,001 - $15,000 · Dependent child Jan 11, 2019 Dec 10, 2018 — Filing
SUSuncor Energy Inc Purchase$1,001 - $15,000 · Dependent child Jan 11, 2019 Dec 10, 2018 — Filing
SUSuncor Energy Inc Purchase$15,001 - $50,000 · Joint Jan 11, 2019 Dec 10, 2018 — Filing
CPRTCopart Sale (full)$15,001 - $50,000 · Joint Jan 11, 2019 Dec 7, 2018 ▲ 164.4%−58.1 pts vs S&P Filing
ELANElanco Animal Health Inc Sale (full)$15,001 - $50,000 · Joint Jan 11, 2019 Dec 7, 2018 ▼ 27.1%−249.5 pts vs S&P Filing
EXPDExpeditors International Sale (full)$15,001 - $50,000 · Joint Jan 11, 2019 Dec 7, 2018 ▲ 217.0%−5.5 pts vs S&P Filing
MSCIMSCI Sale (full)$15,001 - $50,000 · Joint Jan 11, 2019 Dec 7, 2018 ▲ 365.1%+142.6 pts vs S&P Filing
NDSNNordson Corporation Sale (full)$15,001 - $50,000 · Joint Jan 11, 2019 Dec 7, 2018 ▲ 219.3%−3.1 pts vs S&P Filing
SMGScotts Miracle-gro Co Sale (full)$15,001 - $50,000 · Joint Jan 11, 2019 Dec 7, 2018 ▲ 18.1%−204.4 pts vs S&P Filing
SITESiteone Landscape Supply, Inc. Sale (partial)$1,001 - $15,000 · Joint Jan 11, 2019 Dec 7, 2018 ▲ 83.8%−138.7 pts vs S&P Filing
TERTeradyne Sale (partial)$15,001 - $50,000 · Joint Jan 11, 2019 Dec 7, 2018 ▲ 751.6%+529.1 pts vs S&P Filing
THOThor Industries Inc Sale (full)$15,001 - $50,000 · Joint Jan 11, 2019 Dec 7, 2018 ▲ 49.7%−172.8 pts vs S&P Filing
WRBW. R. Berkley Corporation Sale (full)$15,001 - $50,000 · Joint Jan 11, 2019 Dec 7, 2018 ▲ 294.1%+71.7 pts vs S&P Filing
WYNNWynn Resorts Sale (full)$15,001 - $50,000 · Joint Jan 11, 2019 Dec 7, 2018 ▼ 20.2%−242.7 pts vs S&P Filing
INTCIntel Purchase$1,001 - $15,000 · Joint Jan 11, 2019 Dec 3, 2018 ▲ 40.2%−164.1 pts vs S&P Filing
SITESiteone Landscape Supply, Inc. Purchase$1,001 - $15,000 · Joint Jan 11, 2019 Dec 3, 2018 ▲ 76.4%−127.9 pts vs S&P Filing
SITESiteone Landscape Supply, Inc. Purchase$1,001 - $15,000 · Joint Dec 6, 2018 Nov 29, 2018 ▲ 85.9%−124.3 pts vs S&P Filing
SITESiteone Landscape Supply, Inc. Purchase$1,001 - $15,000 · Joint Dec 6, 2018 Nov 29, 2018 ▲ 85.9%−124.3 pts vs S&P Filing
TXNTexas Instruments Purchase$1,001 - $15,000 · Joint Dec 6, 2018 Nov 19, 2018 — Filing
ACNAccenture Purchase$1,001 - $15,000 · Joint Dec 6, 2018 Nov 15, 2018 ▲ 77.9%−133.4 pts vs S&P Filing
UNHUnitedHealth Group Sale (partial)$1,001 - $15,000 · Dependent child Dec 6, 2018 Nov 12, 2018 ▲ 69.2%−142.7 pts vs S&P Filing
UNHUnitedHealth Group Sale (partial)$1,001 - $15,000 · Dependent child Dec 6, 2018 Nov 12, 2018 ▲ 69.2%−142.7 pts vs S&P Filing
UNHUnitedHealth Group Sale (partial)$15,001 - $50,000 · Joint Dec 6, 2018 Nov 12, 2018 ▲ 69.2%−142.7 pts vs S&P Filing
SAPSAP SE Purchase$1,001 - $15,000 · Joint Dec 6, 2018 Nov 8, 2018 — Filing
SAPSAP SE Purchase$1,001 - $15,000 · Joint Dec 6, 2018 Nov 7, 2018 — Filing
CLColgate-Palmolive Sale (full)$100,001 - $250,000 · Joint Dec 6, 2018 Nov 6, 2018 ▲ 90.7%−118.3 pts vs S&P Filing
CLColgate-Palmolive Sale (full)$1,001 - $15,000 · Dependent child Dec 6, 2018 Nov 6, 2018 ▲ 90.7%−118.3 pts vs S&P Filing
CLColgate-Palmolive Sale (full)$1,001 - $15,000 · Dependent child Dec 6, 2018 Nov 6, 2018 ▲ 90.7%−118.3 pts vs S&P Filing
LMTLockheed Martin Purchase$15,001 - $50,000 · Joint Dec 6, 2018 Nov 6, 2018 ▲ 159.2%−49.8 pts vs S&P Filing
LMTLockheed Martin Purchase$1,001 - $15,000 · Dependent child Dec 6, 2018 Nov 6, 2018 ▲ 159.2%−49.8 pts vs S&P Filing
UNPUnion Pacific Corporation Sale (partial)$50,001 - $100,000 · Joint Dec 6, 2018 Nov 6, 2018 ▲ 142.2%−66.7 pts vs S&P Filing
UNPUnion Pacific Corporation Sale (partial)$1,001 - $15,000 · Dependent child Dec 6, 2018 Nov 6, 2018 ▲ 142.2%−66.7 pts vs S&P Filing
UNPUnion Pacific Corporation Sale (partial)$1,001 - $15,000 · Dependent child Dec 6, 2018 Nov 6, 2018 ▲ 142.2%−66.7 pts vs S&P Filing
PMPhilip Morris International Sale (partial)$1,001 - $15,000 · Joint Dec 6, 2018 Nov 1, 2018 ▲ 252.8%+42.0 pts vs S&P Filing
PRIPrimerica, Inc. Sale (partial)$1,001 - $15,000 · Joint Dec 6, 2018 Oct 31, 2018 ▲ 186.8%−27.3 pts vs S&P Filing
LINLinde plc Exchange$1,001 - $15,000 · Dependent child Dec 6, 2018 Oct 30, 2018 — Filing
LINLinde plc Exchange$1,001 - $15,000 · Dependent child Dec 6, 2018 Oct 30, 2018 — Filing
LINLinde plc Exchange$50,001 - $100,000 · Joint Dec 6, 2018 Oct 30, 2018 — Filing
CLBCore Laboratories Inc. Sale (partial)$1,001 - $15,000 · Joint Dec 6, 2018 Oct 24, 2018 ▼ 88.6%−309.0 pts vs S&P Filing
LSTRLandstar System Inc Sale (full)$15,001 - $50,000 · Joint Dec 6, 2018 Oct 24, 2018 ▲ 79.0%−141.4 pts vs S&P Filing
PRIPrimerica, Inc. Sale (partial)$1,001 - $15,000 · Joint Dec 6, 2018 Oct 24, 2018 ▲ 196.2%−24.2 pts vs S&P Filing
TERTeradyne Purchase$1,001 - $15,000 · Joint Dec 6, 2018 Oct 24, 2018 ▲ 820.9%+600.5 pts vs S&P Filing
THOThor Industries Inc Purchase$1,001 - $15,000 · Joint Dec 6, 2018 Oct 24, 2018 ▲ 31.2%−189.2 pts vs S&P Filing
CLBCore Laboratories Inc. Sale (partial)$1,001 - $15,000 · Joint Dec 6, 2018 Oct 23, 2018 ▼ 89.3%−299.9 pts vs S&P Filing
DOCUDocusign, Inc. Purchase$15,001 - $50,000 · Joint Dec 6, 2018 Oct 23, 2018 ▲ 96.4%−114.3 pts vs S&P Filing
LSTRLandstar System Inc Sale (partial)$1,001 - $15,000 · Joint Dec 6, 2018 Oct 23, 2018 ▲ 73.7%−137.0 pts vs S&P Filing
PRIPrimerica, Inc. Sale (partial)$1,001 - $15,000 · Joint Dec 6, 2018 Oct 23, 2018 ▲ 176.1%−34.5 pts vs S&P Filing
MTArcelormittal Purchase$1,001 - $15,000 · Joint Dec 6, 2018 Oct 17, 2018 — Filing
SLBSchlumberger Purchase$1,001 - $15,000 · Joint Dec 6, 2018 Oct 17, 2018 ▲ 10.5%−192.6 pts vs S&P Filing
CNQCanadian Natural Resources Ltd Sale (full)$1,001 - $15,000 · Joint Dec 6, 2018 Oct 10, 2018 — Filing
SITESiteone Landscape Supply, Inc. Purchase$1,001 - $15,000 · Joint Dec 6, 2018 Oct 10, 2018 ▲ 68.5%−136.9 pts vs S&P Filing
WMBWilliams Companies Purchase$15,001 - $50,000 · Joint Dec 6, 2018 Oct 10, 2018 ▲ 310.1%+104.7 pts vs S&P Filing
CNQCanadian Natural Resources Ltd Sale (partial)$15,001 - $50,000 · Joint Dec 6, 2018 Oct 9, 2018 — Filing
CVXChevron Corporation Purchase$15,001 - $50,000 · Joint Dec 6, 2018 Oct 9, 2018 ▲ 151.2%−44.6 pts vs S&P Filing
CVXChevron Corporation Purchase$1,001 - $15,000 · Dependent child Dec 6, 2018 Oct 9, 2018 ▲ 151.2%−44.6 pts vs S&P Filing
CRCrane Co Sale (partial)$1,001 - $15,000 · Joint Dec 6, 2018 Oct 9, 2018 — Filing
INTCIntel Purchase$15,001 - $50,000 · Joint Dec 6, 2018 Oct 9, 2018 ▲ 51.9%−143.8 pts vs S&P Filing
INTCIntel Purchase$1,001 - $15,000 · Dependent child Dec 6, 2018 Oct 9, 2018 ▲ 51.9%−143.8 pts vs S&P Filing
INTCIntel Purchase$1,001 - $15,000 · Dependent child Dec 6, 2018 Oct 9, 2018 ▲ 51.9%−143.8 pts vs S&P Filing
IVZInvesco Sale (full)$1,001 - $15,000 · Dependent child Dec 6, 2018 Oct 9, 2018 ▲ 87.5%−108.3 pts vs S&P Filing
IVZInvesco Sale (full)$1,001 - $15,000 · Dependent child Dec 6, 2018 Oct 9, 2018 ▲ 87.5%−108.3 pts vs S&P Filing
JPMJPMorgan Chase Purchase$1,001 - $15,000 · Dependent child Dec 6, 2018 Oct 9, 2018 ▲ 264.8%+69.0 pts vs S&P Filing
JPMJPMorgan Chase Purchase$1,001 - $15,000 · Dependent child Dec 6, 2018 Oct 9, 2018 ▲ 264.8%+69.0 pts vs S&P Filing
CNQCanadian Natural Resources Ltd Sale (partial)$1,001 - $15,000 · Joint Dec 6, 2018 Oct 8, 2018 — Filing
SITESiteone Landscape Supply, Inc. Purchase$1,001 - $15,000 · Joint Dec 6, 2018 Oct 8, 2018 ▲ 57.8%−137.5 pts vs S&P Filing
CNQCanadian Natural Resources Ltd Sale (partial)$1,001 - $15,000 · Joint Dec 6, 2018 Oct 5, 2018 — Filing
NVTnVent Electric plc Sale (full)$15,001 - $50,000 · Joint Oct 6, 2018 Sep 27, 2018 ▲ 462.0%+269.6 pts vs S&P Filing
ELANElanco Animal Health Inc Purchase$15,001 - $50,000 · Joint Oct 6, 2018 Sep 21, 2018 ▼ 28.2%−219.3 pts vs S&P Filing
CRLCharles River Laboratories Purchase$1,001 - $15,000 · Joint Oct 6, 2018 Sep 19, 2018 ▲ 175.5%−17.7 pts vs S&P Filing
NEENextEra Energy Purchase$1,001 - $15,000 · Joint Oct 6, 2018 Sep 17, 2018 ▲ 136.2%−58.9 pts vs S&P Filing
CRLCharles River Laboratories Purchase$1,001 - $15,000 · Joint Oct 6, 2018 Sep 13, 2018 ▲ 169.0%−24.6 pts vs S&P Filing
MSFTMicrosoft Corporation Purchase$1,001 - $15,000 · Joint Oct 6, 2018 Sep 13, 2018 ▲ 399.5%+206.0 pts vs S&P Filing
CRLCharles River Laboratories Purchase$1,001 - $15,000 · Joint Oct 6, 2018 Sep 12, 2018 ▲ 172.8%−22.5 pts vs S&P Filing
UNHUnitedHealth Group Sale (partial)$1,001 - $15,000 · Dependent child Oct 6, 2018 Sep 12, 2018 ▲ 75.4%−119.9 pts vs S&P Filing
CRLCharles River Laboratories Purchase$1,001 - $15,000 · Joint Oct 6, 2018 Sep 11, 2018 ▲ 175.3%−20.0 pts vs S&P Filing
JNJJohnson & Johnson Purchase$1,001 - $15,000 · Joint Oct 6, 2018 Sep 11, 2018 ▲ 139.0%−56.4 pts vs S&P Filing
SMGScotts Miracle-gro Co Purchase$1,001 - $15,000 · Joint Oct 6, 2018 Sep 11, 2018 ▲ 5.6%−189.8 pts vs S&P Filing
UNHUnitedHealth Group Sale (partial)$15,001 - $50,000 · Joint Oct 6, 2018 Sep 11, 2018 ▲ 76.5%−118.8 pts vs S&P Filing
CVXChevron Corporation Purchase$1,001 - $15,000 · Joint Oct 6, 2018 Sep 10, 2018 ▲ 178.3%−18.1 pts vs S&P Filing
SMGScotts Miracle-gro Co Purchase$1,001 - $15,000 · Joint Oct 6, 2018 Sep 10, 2018 ▲ 7.6%−188.7 pts vs S&P Filing
CSLCarlisle Companies Inc Sale (full)$15,001 - $50,000 · Joint Oct 6, 2018 Sep 7, 2018 ▲ 237.2%+40.3 pts vs S&P Filing
CDWCDW Corporation Sale (partial)$1,001 - $15,000 · Joint Oct 6, 2018 Sep 6, 2018 ▲ 86.2%−110.1 pts vs S&P Filing
CDWCDW Corporation Sale (partial)$1,001 - $15,000 · Joint Oct 6, 2018 Sep 5, 2018 ▲ 86.9%−108.5 pts vs S&P Filing
INTCIntel Purchase$1,001 - $15,000 · Joint Oct 6, 2018 Sep 4, 2018 ▲ 47.5%−147.2 pts vs S&P Filing
UNHUnitedHealth Group Sale (partial)$1,001 - $15,000 · Dependent child Sep 23, 2018 Aug 14, 2018 ▲ 75.5%−125.3 pts vs S&P Filing
TXNTexas Instruments Purchase$1,001 - $15,000 · Joint Sep 23, 2018 Aug 13, 2018 — Filing
BIDUBaidu, Inc. Sale (partial)$15,001 - $50,000 · Joint Sep 23, 2018 Aug 8, 2018 — Filing
BLKBlackRock Sale (partial)$1,001 - $15,000 · Dependent child Aug 3, 2018 Jul 24, 2018 ▲ 180.2%−23.0 pts vs S&P Filing
BLKBlackRock Sale (partial)$1,001 - $15,000 · Dependent child Aug 3, 2018 Jul 24, 2018 ▲ 180.2%−23.0 pts vs S&P Filing
JNJJohnson & Johnson Purchase$50,001 - $100,000 · Joint Aug 3, 2018 Jul 24, 2018 ▲ 157.6%−45.6 pts vs S&P Filing
JNJJohnson & Johnson Purchase$1,001 - $15,000 · Dependent child Aug 3, 2018 Jul 24, 2018 ▲ 157.6%−45.6 pts vs S&P Filing
JNJJohnson & Johnson Purchase$1,001 - $15,000 · Dependent child Aug 3, 2018 Jul 24, 2018 ▲ 157.6%−45.6 pts vs S&P Filing
RSGRepublic Services Purchase$1,001 - $15,000 · Dependent child Aug 3, 2018 Jul 24, 2018 ▲ 301.1%+97.9 pts vs S&P Filing
RSGRepublic Services Purchase$1,001 - $15,000 · Dependent child Aug 3, 2018 Jul 24, 2018 ▲ 301.1%+97.9 pts vs S&P Filing
RSGRepublic Services Purchase$15,001 - $50,000 · Joint Aug 3, 2018 Jul 24, 2018 ▲ 301.1%+97.9 pts vs S&P Filing
SUSuncor Energy Inc Sale (partial)$15,001 - $50,000 · Joint Aug 3, 2018 Jul 24, 2018 — Filing
SUSuncor Energy Inc Sale (partial)$1,001 - $15,000 · Dependent child Aug 3, 2018 Jul 24, 2018 — Filing
SUSuncor Energy Inc Sale (partial)$1,001 - $15,000 · Dependent child Aug 3, 2018 Jul 24, 2018 — Filing
ARLPAlliance Resource Partners LP Sale (partial)$15,001 - $50,000 · Joint Aug 3, 2018 Jul 17, 2018 ▲ 203.3%−1.2 pts vs S&P Filing
ABEVAmbev S.a. Sale (full)$15,001 - $50,000 · Joint Aug 3, 2018 Jul 2, 2018 — Filing
ABEVAmbev S.a. Sale (partial)$1,001 - $15,000 · Joint Jul 10, 2018 Jun 29, 2018 — Filing
BTIBritish American Tobacco P.l.c. Sale (partial)$1,001 - $15,000 · Joint Jul 10, 2018 Jun 22, 2018 — Filing
PMPhilip Morris International Purchase$1,001 - $15,000 · Joint Jul 10, 2018 Jun 22, 2018 ▲ 294.2%+83.4 pts vs S&P Filing
SLBSchlumberger Sale (partial)$15,001 - $50,000 · Joint Jul 10, 2018 Jun 22, 2018 ▼ 0.9%−211.7 pts vs S&P Filing
NEENextEra Energy Purchase$1,001 - $15,000 · Joint Jul 10, 2018 Jun 15, 2018 ▲ 159.1%−49.0 pts vs S&P Filing
MSFTMicrosoft Corporation Purchase$1,001 - $15,000 · Joint Jul 10, 2018 Jun 14, 2018 ▲ 458.3%+250.6 pts vs S&P Filing
JNJJohnson & Johnson Purchase$1,001 - $15,000 · Joint Jul 10, 2018 Jun 12, 2018 ▲ 171.9%−35.5 pts vs S&P Filing
RSGRepublic Services Purchase$1,001 - $15,000 · Dependent child Jul 10, 2018 Jun 12, 2018 ▲ 297.3%+89.8 pts vs S&P Filing
RSGRepublic Services Purchase$50,001 - $100,000 · Joint Jul 10, 2018 Jun 12, 2018 ▲ 297.3%+89.8 pts vs S&P Filing
ROKRockwell Automation Sale (partial)$15,001 - $50,000 · Joint Jul 10, 2018 Jun 12, 2018 ▲ 188.6%−18.9 pts vs S&P Filing
ROKRockwell Automation Purchase$1,001 - $15,000 · Dependent child Jul 10, 2018 Jun 12, 2018 ▲ 188.6%−18.9 pts vs S&P Filing
CVXChevron Corporation Purchase$1,001 - $15,000 · Joint Jul 10, 2018 Jun 11, 2018 ▲ 152.1%−55.8 pts vs S&P Filing
THOThor Industries Inc Purchase$15,001 - $50,000 · Joint Jul 10, 2018 Jun 8, 2018 ▼ 8.3%−216.6 pts vs S&P Filing
AMNAMN Healthcare Services Inc Purchase$15,001 - $50,000 · Joint Jul 10, 2018 Jun 7, 2018 ▼ 19.0%−228.2 pts vs S&P Filing
CSLCarlisle Companies Inc Purchase$15,001 - $50,000 · Joint Jul 10, 2018 Jun 7, 2018 ▲ 284.9%+75.7 pts vs S&P Filing
CDWCDW Corporation Purchase$15,001 - $50,000 · Joint Jul 10, 2018 Jun 7, 2018 ▲ 92.8%−116.4 pts vs S&P Filing
CPRTCopart Purchase$15,001 - $50,000 · Joint Jul 10, 2018 Jun 7, 2018 ▲ 119.1%−90.1 pts vs S&P Filing
CLBCore Laboratories Inc. Purchase$15,001 - $50,000 · Joint Jul 10, 2018 Jun 7, 2018 ▼ 91.8%−301.0 pts vs S&P Filing
EXPDExpeditors International Purchase$15,001 - $50,000 · Joint Jul 10, 2018 Jun 7, 2018 ▲ 195.7%−13.5 pts vs S&P Filing
JKHYJack Henry & Associates Inc Purchase$15,001 - $50,000 · Joint Jul 10, 2018 Jun 7, 2018 ▲ 39.2%−170.0 pts vs S&P Filing
LSTRLandstar System Inc Purchase$15,001 - $50,000 · Joint Jul 10, 2018 Jun 7, 2018 ▲ 56.1%−153.1 pts vs S&P Filing
LIILennox International Purchase$15,001 - $50,000 · Joint Jul 10, 2018 Jun 7, 2018 ▲ 82.0%−127.1 pts vs S&P Filing
MSCIMSCI Purchase$15,001 - $50,000 · Joint Jul 10, 2018 Jun 7, 2018 ▲ 324.6%+115.4 pts vs S&P Filing
NDSNNordson Corporation Purchase$15,001 - $50,000 · Joint Jul 10, 2018 Jun 7, 2018 ▲ 176.0%−33.2 pts vs S&P Filing
POOLPool Corp Purchase$15,001 - $50,000 · Joint Jul 10, 2018 Jun 7, 2018 ▲ 56.2%−153.0 pts vs S&P Filing
PRIPrimerica, Inc. Purchase$15,001 - $50,000 · Joint Jul 10, 2018 Jun 7, 2018 ▲ 212.4%+3.2 pts vs S&P Filing
SMGScotts Miracle-gro Co Purchase$15,001 - $50,000 · Joint Jul 10, 2018 Jun 7, 2018 ▼ 2.8%−212.0 pts vs S&P Filing
SNASnap-on Purchase$15,001 - $50,000 · Joint Jul 10, 2018 Jun 7, 2018 ▲ 185.9%−23.3 pts vs S&P Filing
TERTeradyne Purchase$15,001 - $50,000 · Joint Jul 10, 2018 Jun 7, 2018 ▲ 618.9%+409.7 pts vs S&P Filing
COOThe Cooper Companies Purchase$15,001 - $50,000 · Joint Jul 10, 2018 Jun 7, 2018 ▲ 7.4%−201.8 pts vs S&P Filing
WRBW. R. Berkley Corporation Purchase$15,001 - $50,000 · Joint Jul 10, 2018 Jun 7, 2018 ▲ 291.3%+82.1 pts vs S&P Filing
WINAWinmark Corp Purchase$15,001 - $50,000 · Joint Jul 10, 2018 Jun 7, 2018 ▲ 130.3%−78.9 pts vs S&P Filing
WYNNWynn Resorts Purchase$15,001 - $50,000 · Joint Jul 10, 2018 Jun 7, 2018 ▼ 51.9%−261.1 pts vs S&P Filing
ARLPAlliance Resource Partners LP Exchange$100,001 - $250,000 · Joint Jul 10, 2018 Jun 1, 2018 — Filing
INTCIntel Purchase$1,001 - $15,000 · Joint Jul 10, 2018 Jun 1, 2018 ▲ 24.6%−188.8 pts vs S&P Filing
TXNTexas Instruments Purchase$1,001 - $15,000 · Joint Jun 5, 2018 May 21, 2018 — Filing
ACNAccenture Purchase$1,001 - $15,000 · Joint Jun 5, 2018 May 15, 2018 ▲ 89.4%−127.0 pts vs S&P Filing
ACNAccenture Sale (partial)$1,001 - $15,000 · Joint Jun 5, 2018 May 11, 2018 ▲ 85.7%−128.6 pts vs S&P Filing
ADSKAutodesk, Inc. Sale (partial)$50,001 - $100,000 · Joint Jun 5, 2018 May 11, 2018 ▲ 85.9%−128.4 pts vs S&P Filing
AVGOBroadcom Sale (partial)$50,001 - $100,000 · Joint Jun 5, 2018 May 11, 2018 ▲ 1609.4%+1395.1 pts vs S&P Filing
CVXChevron Corporation Sale (partial)$1,001 - $15,000 · Joint Jun 5, 2018 May 11, 2018 ▲ 149.9%−64.5 pts vs S&P Filing
CLColgate-Palmolive Sale (partial)$1,001 - $15,000 · Joint Jun 5, 2018 May 11, 2018 ▲ 86.4%−127.9 pts vs S&P Filing
CMCSAComcast Sale (partial)$1,001 - $15,000 · Joint Jun 5, 2018 May 11, 2018 ▲ 1.2%−213.2 pts vs S&P Filing
CRCrane Co Sale (partial)$1,001 - $15,000 · Joint Jun 5, 2018 May 11, 2018 — Filing
HDThe Home Depot Sale (partial)$1,001 - $15,000 · Joint Jun 5, 2018 May 11, 2018 ▲ 115.1%−99.2 pts vs S&P Filing
INTCIntel Sale (partial)$1,001 - $15,000 · Joint Jun 5, 2018 May 11, 2018 ▲ 30.1%−184.2 pts vs S&P Filing
JNJJohnson & Johnson Sale (partial)$1,001 - $15,000 · Joint Jun 5, 2018 May 11, 2018 ▲ 163.8%−50.5 pts vs S&P Filing
LMTLockheed Martin Sale (partial)$1,001 - $15,000 · Joint Jun 5, 2018 May 11, 2018 ▲ 148.3%−66.0 pts vs S&P Filing
MCDMcDonald's Sale (partial)$1,001 - $15,000 · Joint Jun 5, 2018 May 11, 2018 ▲ 93.9%−120.4 pts vs S&P Filing
MDTMedtronic Sale (partial)$1,001 - $15,000 · Joint Jun 5, 2018 May 11, 2018 ▲ 45.5%−168.8 pts vs S&P Filing
MSFTMicrosoft Corporation Sale (partial)$1,001 - $15,000 · Joint Jun 5, 2018 May 11, 2018 ▲ 482.0%+267.7 pts vs S&P Filing
NEENextEra Energy Sale (partial)$1,001 - $15,000 · Joint Jun 5, 2018 May 11, 2018 ▲ 158.9%−55.4 pts vs S&P Filing
ROKRockwell Automation Sale (partial)$1,001 - $15,000 · Joint Jun 5, 2018 May 11, 2018 ▲ 192.3%−22.0 pts vs S&P Filing
SUSuncor Energy Inc Sale (partial)$1,001 - $15,000 · Joint Jun 5, 2018 May 11, 2018 — Filing
TXNTexas Instruments Sale (partial)$1,001 - $15,000 · Joint Jun 5, 2018 May 11, 2018 — Filing
UNPUnion Pacific Corporation Sale (partial)$1,001 - $15,000 · Joint Jun 5, 2018 May 11, 2018 ▲ 158.2%−56.2 pts vs S&P Filing
UNHUnitedHealth Group Sale (partial)$15,001 - $50,000 · Joint Jun 5, 2018 May 11, 2018 ▲ 94.7%−119.6 pts vs S&P Filing
VFCVF Corporation Sale (partial)$1,001 - $15,000 · Joint Jun 5, 2018 May 11, 2018 ▼ 65.0%−279.3 pts vs S&P Filing
BIIBBiogen Purchase$1,001 - $15,000 · Dependent child Jun 5, 2018 May 2, 2018 ▼ 9.2%−235.0 pts vs S&P Filing
BIIBBiogen Purchase$1,001 - $15,000 · Dependent child Jun 5, 2018 May 2, 2018 ▼ 9.2%−235.0 pts vs S&P Filing
NVTnVent Electric plc Exchange$1,001 - $15,000 · Dependent child Jun 5, 2018 May 1, 2018 — Filing
NVTnVent Electric plc Exchange$1,001 - $15,000 · Joint Jun 5, 2018 May 1, 2018 — Filing
NVTnVent Electric plc Exchange$1,001 - $15,000 · Dependent child Jun 5, 2018 May 1, 2018 — Filing
UNHUnitedHealth Group Sale (partial)$1,001 - $15,000 · Dependent child Jun 5, 2018 May 1, 2018 ▲ 95.9%−127.8 pts vs S&P Filing
NEENextEra Energy Sale (partial)$1,001 - $15,000 · Dependent child May 10, 2018 Apr 17, 2018 ▲ 155.0%−62.4 pts vs S&P Filing
TXNTexas Instruments Sale (partial)$1,001 - $15,000 · Dependent child May 10, 2018 Apr 17, 2018 — Filing
EPDEnterprise Products Partners L.p. Purchase$15,001 - $50,000 · Joint May 10, 2018 Apr 3, 2018 ▲ 188.6%−40.3 pts vs S&P Filing
TRGPTarga Resources Purchase$15,001 - $50,000 · Joint May 10, 2018 Apr 3, 2018 ▲ 826.6%+597.8 pts vs S&P Filing
UNPUnion Pacific Corporation Purchase$1,001 - $15,000 · Joint May 10, 2018 Apr 2, 2018 ▲ 176.1%−57.0 pts vs S&P Filing
TRGPTarga Resources Purchase$1,001 - $15,000 · Joint Apr 9, 2018 Mar 28, 2018 ▲ 829.6%+599.5 pts vs S&P Filing
BIDUBaidu, Inc. Sale (full)$1,001 - $15,000 · Joint Apr 9, 2018 Mar 26, 2018 — Filing
SUSuncor Energy Inc Purchase$1,001 - $15,000 · Joint Apr 9, 2018 Mar 26, 2018 — Filing
NEENextEra Energy Purchase$1,001 - $15,000 · Joint Apr 9, 2018 Mar 15, 2018 ▲ 163.2%−50.0 pts vs S&P Filing
JNJJohnson & Johnson Purchase$1,001 - $15,000 · Joint Apr 9, 2018 Mar 13, 2018 ▲ 149.9%−61.3 pts vs S&P Filing
CVXChevron Corporation Purchase$1,001 - $15,000 · Joint Apr 9, 2018 Mar 12, 2018 ▲ 177.8%−31.4 pts vs S&P Filing
CMCSAComcast Purchase$100,001 - $250,000 · Joint Apr 9, 2018 Mar 9, 2018 ▼ 12.6%−221.4 pts vs S&P Filing
CMCSAComcast Purchase$1,001 - $15,000 · Dependent child Apr 9, 2018 Mar 9, 2018 ▼ 12.6%−221.4 pts vs S&P Filing
CMCSAComcast Purchase$1,001 - $15,000 · Dependent child Apr 9, 2018 Mar 9, 2018 ▼ 12.6%−221.4 pts vs S&P Filing
MDTMedtronic Sale (full)$15,001 - $50,000 · Joint Apr 9, 2018 Mar 9, 2018 ▲ 50.6%−158.2 pts vs S&P Filing
MDTMedtronic Sale (full)$1,001 - $15,000 · Dependent child Apr 9, 2018 Mar 9, 2018 ▲ 50.6%−158.2 pts vs S&P Filing
MDTMedtronic Sale (full)$1,001 - $15,000 · Dependent child Apr 9, 2018 Mar 9, 2018 ▲ 50.6%−158.2 pts vs S&P Filing
UNPUnion Pacific Corporation Sale (full)$1,001 - $15,000 · Dependent child Apr 9, 2018 Mar 9, 2018 ▲ 167.7%−41.1 pts vs S&P Filing
UNPUnion Pacific Corporation Sale (full)$1,001 - $15,000 · Dependent child Apr 9, 2018 Mar 9, 2018 ▲ 167.7%−41.1 pts vs S&P Filing
UNPUnion Pacific Corporation Sale (full)$50,001 - $100,000 · Joint Apr 9, 2018 Mar 9, 2018 ▲ 167.7%−41.1 pts vs S&P Filing
MSFTMicrosoft Corporation Purchase$1,001 - $15,000 · Joint Apr 9, 2018 Mar 8, 2018 ▲ 502.2%+288.1 pts vs S&P Filing
CNQCanadian Natural Resources Ltd Purchase$1,001 - $15,000 · Joint Apr 9, 2018 Mar 2, 2018 — Filing
INTCIntel Purchase$1,001 - $15,000 · Joint Apr 9, 2018 Mar 1, 2018 ▲ 49.6%−172.1 pts vs S&P Filing
BTIBritish American Tobacco P.l.c. Purchase$1,001 - $15,000 · Joint Mar 7, 2018 Feb 28, 2018 — Filing
TXNTexas Instruments Purchase$1,001 - $15,000 · Joint Mar 7, 2018 Feb 12, 2018 — Filing
MTArcelormittal Sale (full)$15,001 - $50,000 · Joint Mar 7, 2018 Feb 8, 2018 — Filing
HDThe Home Depot Sale (full)$1,001 - $15,000 · Dependent child Mar 7, 2018 Feb 5, 2018 ▲ 124.9%−101.4 pts vs S&P Filing
HDThe Home Depot Sale (full)$1,001 - $15,000 · Dependent child Mar 7, 2018 Feb 5, 2018 ▲ 124.9%−101.4 pts vs S&P Filing
HDThe Home Depot Sale (full)$50,001 - $100,000 · Joint Mar 7, 2018 Feb 5, 2018 ▲ 124.9%−101.4 pts vs S&P Filing
IVZInvesco Sale (full)$1,001 - $15,000 · Dependent child Mar 7, 2018 Feb 5, 2018 ▲ 27.2%−199.1 pts vs S&P Filing
IVZInvesco Sale (full)$1,001 - $15,000 · Dependent child Mar 7, 2018 Feb 5, 2018 ▲ 27.2%−199.1 pts vs S&P Filing
NEENextEra Energy Purchase$50,001 - $100,000 · Joint Mar 7, 2018 Feb 5, 2018 ▲ 171.7%−54.6 pts vs S&P Filing
NEENextEra Energy Purchase$1,001 - $15,000 · Dependent child Mar 7, 2018 Feb 5, 2018 ▲ 171.7%−54.6 pts vs S&P Filing
NEENextEra Energy Purchase$1,001 - $15,000 · Dependent child Mar 7, 2018 Feb 5, 2018 ▲ 171.7%−54.6 pts vs S&P Filing
SAPSAP SE Purchase$15,001 - $50,000 · Joint Mar 7, 2018 Feb 2, 2018 — Filing
SAPSAP SE Purchase$15,001 - $50,000 · Joint Feb 5, 2018 Jan 30, 2018 — Filing
PMPhilip Morris International Purchase$15,001 - $50,000 · Joint Feb 5, 2018 Jan 25, 2018 ▲ 201.4%−2.5 pts vs S&P Filing
SLBSchlumberger Purchase$50,001 - $100,000 · Joint Feb 5, 2018 Jan 19, 2018 ▼ 12.4%−219.5 pts vs S&P Filing
BLKBlackRock Purchase$1,001 - $15,000 · Dependent child Feb 5, 2018 Jan 8, 2018 ▲ 172.2%−42.2 pts vs S&P Filing
CVXChevron Corporation Purchase$1,001 - $15,000 · Dependent child Feb 5, 2018 Jan 8, 2018 ▲ 154.9%−59.4 pts vs S&P Filing
JPMJPMorgan Chase Purchase$1,001 - $15,000 · Dependent child Feb 5, 2018 Jan 8, 2018 ▲ 291.8%+77.4 pts vs S&P Filing
JPMJPMorgan Chase Purchase$15,001 - $50,000 · Dependent child Feb 5, 2018 Jan 8, 2018 ▲ 291.8%+77.4 pts vs S&P Filing
NEENextEra Energy Purchase$1,001 - $15,000 · Dependent child Feb 5, 2018 Jan 8, 2018 ▲ 174.0%−40.3 pts vs S&P Filing
PEPPepsiCo Sale (full)$1,001 - $15,000 · Dependent child Feb 5, 2018 Jan 8, 2018 ▲ 53.3%−161.0 pts vs S&P Filing
PEPPepsiCo Sale (full)$1,001 - $15,000 · Dependent child Feb 5, 2018 Jan 8, 2018 ▲ 53.3%−161.0 pts vs S&P Filing
PEPPepsiCo Sale (full)$50,001 - $100,000 · Joint Feb 5, 2018 Jan 8, 2018 ▲ 53.3%−161.0 pts vs S&P Filing
SUSuncor Energy Inc Purchase$1,001 - $15,000 · Dependent child Feb 5, 2018 Jan 8, 2018 — Filing
UNPUnion Pacific Corporation Purchase$1,001 - $15,000 · Joint Jan 10, 2018 Dec 28, 2017 ▲ 173.4%−48.0 pts vs S&P Filing
CRCrane Co Purchase$15,001 - $50,000 · Joint Jan 10, 2018 Dec 19, 2017 — Filing
CRCrane Co Purchase$1,001 - $15,000 · Dependent child Jan 10, 2018 Dec 19, 2017 — Filing
CVSCVS Health Sale (full)$1,001 - $15,000 · Dependent child Jan 10, 2018 Dec 19, 2017 ▲ 68.4%−153.9 pts vs S&P Filing
CVSCVS Health Sale (full)$1,001 - $15,000 · Dependent child Jan 10, 2018 Dec 19, 2017 ▲ 68.4%−153.9 pts vs S&P Filing
SLBSchlumberger Sale (full)$50,001 - $100,000 · Joint Jan 10, 2018 Dec 19, 2017 ▲ 3.9%−218.4 pts vs S&P Filing
HDThe Home Depot Purchase$1,001 - $15,000 · Joint Jan 10, 2018 Dec 14, 2017 ▲ 126.1%−99.7 pts vs S&P Filing
MSFTMicrosoft Corporation Purchase$1,001 - $15,000 · Joint Jan 10, 2018 Dec 14, 2017 ▲ 574.6%+348.8 pts vs S&P Filing
CVSCVS Health Sale (full)$50,001 - $100,000 · Joint Jan 10, 2018 Dec 12, 2017 ▲ 67.2%−157.3 pts vs S&P Filing
JNJJohnson & Johnson Purchase$1,001 - $15,000 · Joint Jan 10, 2018 Dec 12, 2017 ▲ 136.9%−87.5 pts vs S&P Filing
CVXChevron Corporation Purchase$1,001 - $15,000 · Joint Jan 10, 2018 Dec 11, 2017 ▲ 172.1%−52.9 pts vs S&P Filing
BTIBritish American Tobacco P.l.c. Purchase$15,001 - $50,000 · Joint Jan 10, 2018 Dec 8, 2017 — Filing
UNHUnitedHealth Group Sale (full)$1,001 - $15,000 · Dependent child Jan 10, 2018 Dec 5, 2017 ▲ 111.5%−117.3 pts vs S&P Filing
INTCIntel Purchase$1,001 - $15,000 · Joint Jan 10, 2018 Dec 1, 2017 ▲ 61.2%−166.0 pts vs S&P Filing
ACNAccenture Purchase$1,001 - $15,000 · Joint Dec 7, 2017 Nov 15, 2017 ▲ 104.0%−133.5 pts vs S&P Filing
TXNTexas Instruments Purchase$1,001 - $15,000 · Joint Dec 7, 2017 Nov 13, 2017 — Filing
CLColgate-Palmolive Purchase$1,001 - $15,000 · Dependent child Dec 7, 2017 Nov 6, 2017 ▲ 68.2%−166.1 pts vs S&P Filing
CLColgate-Palmolive Purchase$1,001 - $15,000 · Dependent child Dec 7, 2017 Nov 6, 2017 ▲ 68.2%−166.1 pts vs S&P Filing
CLColgate-Palmolive Purchase$15,001 - $50,000 · Joint Dec 7, 2017 Nov 6, 2017 ▲ 68.2%−166.1 pts vs S&P Filing
INTCIntel Sale (full)$1,001 - $15,000 · Dependent child Dec 7, 2017 Nov 6, 2017 ▲ 54.3%−180.1 pts vs S&P Filing
INTCIntel Sale (full)$1,001 - $15,000 · Dependent child Dec 7, 2017 Nov 6, 2017 ▲ 54.3%−180.1 pts vs S&P Filing
INTCIntel Sale (full)$50,001 - $100,000 · Joint Dec 7, 2017 Nov 6, 2017 ▲ 54.3%−180.1 pts vs S&P Filing
MCDMcDonald's Purchase$15,001 - $50,000 · Joint Dec 7, 2017 Nov 6, 2017 ▲ 90.9%−143.4 pts vs S&P Filing
NEENextEra Energy Sale (full)$1,001 - $15,000 · Dependent child Dec 7, 2017 Nov 6, 2017 ▲ 177.8%−56.6 pts vs S&P Filing
NEENextEra Energy Sale (full)$1,001 - $15,000 · Dependent child Dec 7, 2017 Nov 6, 2017 ▲ 177.8%−56.6 pts vs S&P Filing
NEENextEra Energy Sale (full)$50,001 - $100,000 · Joint Dec 7, 2017 Nov 6, 2017 ▲ 177.8%−56.6 pts vs S&P Filing
UNHUnitedHealth Group Sale (full)$1,001 - $15,000 · Dependent child Nov 5, 2017 Oct 30, 2017 ▲ 123.1%−114.0 pts vs S&P Filing
UNHUnitedHealth Group Sale (full)$1,001 - $15,000 · Dependent child Nov 5, 2017 Oct 30, 2017 ▲ 123.1%−114.0 pts vs S&P Filing
BTIBritish American Tobacco P.l.c. Purchase$15,001 - $50,000 · Joint Nov 5, 2017 Oct 6, 2017 — Filing
HDThe Home Depot Purchase$1,001 - $15,000 · Joint Oct 8, 2017 Sep 14, 2017 ▲ 159.7%−88.1 pts vs S&P Filing
MSFTMicrosoft Corporation Purchase$1,001 - $15,000 · Joint Oct 8, 2017 Sep 14, 2017 ▲ 668.0%+420.2 pts vs S&P Filing
CVXChevron Corporation Purchase$1,001 - $15,000 · Dependent child Oct 8, 2017 Sep 12, 2017 ▲ 194.0%−53.8 pts vs S&P Filing
CVXChevron Corporation Purchase$1,001 - $15,000 · Dependent child Oct 8, 2017 Sep 12, 2017 ▲ 194.0%−53.8 pts vs S&P Filing
CVXChevron Corporation Purchase$15,001 - $50,000 · Joint Oct 8, 2017 Sep 12, 2017 ▲ 194.0%−53.8 pts vs S&P Filing
INTCIntel Purchase$15,001 - $50,000 · Joint Oct 8, 2017 Sep 12, 2017 ▲ 100.8%−147.0 pts vs S&P Filing
INTCIntel Purchase$1,001 - $15,000 · Dependent child Oct 8, 2017 Sep 12, 2017 ▲ 100.8%−147.0 pts vs S&P Filing
INTCIntel Purchase$1,001 - $15,000 · Dependent child Oct 8, 2017 Sep 12, 2017 ▲ 100.8%−147.0 pts vs S&P Filing
JNJJohnson & Johnson Purchase$1,001 - $15,000 · Joint Oct 8, 2017 Sep 12, 2017 ▲ 156.3%−91.5 pts vs S&P Filing
SUSuncor Energy Inc Purchase$15,001 - $50,000 · Joint Oct 8, 2017 Sep 12, 2017 — Filing
SUSuncor Energy Inc Purchase$1,001 - $15,000 · Dependent child Oct 8, 2017 Sep 12, 2017 — Filing
SUSuncor Energy Inc Purchase$1,001 - $15,000 · Dependent child Oct 8, 2017 Sep 12, 2017 — Filing
CVXChevron Corporation Purchase$1,001 - $15,000 · Joint Oct 8, 2017 Sep 11, 2017 ▲ 193.9%−55.1 pts vs S&P Filing
INTCIntel Purchase$1,001 - $15,000 · Joint Oct 8, 2017 Sep 1, 2017 ▲ 106.5%−144.4 pts vs S&P Filing
TXNTexas Instruments Purchase$1,001 - $15,000 · Joint Sep 7, 2017 Aug 14, 2017 — Filing
UNHUnitedHealth Group Sale (full)$1,001 - $15,000 · Dependent child Sep 7, 2017 Aug 2, 2017 ▲ 142.9%−108.6 pts vs S&P Filing
UNHUnitedHealth Group Sale (full)$1,001 - $15,000 · Dependent child Sep 7, 2017 Aug 2, 2017 ▲ 142.9%−108.6 pts vs S&P Filing
BLKBlackRock Purchase$1,001 - $15,000 · Dependent child Aug 3, 2017 Jul 28, 2017 ▲ 243.7%−8.6 pts vs S&P Filing
BLKBlackRock Purchase$1,001 - $15,000 · Dependent child Aug 3, 2017 Jul 28, 2017 ▲ 243.7%−8.6 pts vs S&P Filing
CVXChevron Corporation Purchase$1,001 - $15,000 · Dependent child Aug 3, 2017 Jul 28, 2017 ▲ 208.9%−43.3 pts vs S&P Filing
CVXChevron Corporation Purchase$1,001 - $15,000 · Joint Aug 3, 2017 Jul 28, 2017 ▲ 208.9%−43.3 pts vs S&P Filing
CLColgate-Palmolive Sale (full)$50,001 - $100,000 · Joint Aug 3, 2017 Jul 28, 2017 ▲ 63.8%−188.4 pts vs S&P Filing
CLColgate-Palmolive Sale (full)$1,001 - $15,000 · Dependent child Aug 3, 2017 Jul 28, 2017 ▲ 63.8%−188.4 pts vs S&P Filing
CLColgate-Palmolive Sale (full)$1,001 - $15,000 · Dependent child Aug 3, 2017 Jul 28, 2017 ▲ 63.8%−188.4 pts vs S&P Filing
CRCrane Co Purchase$1,001 - $15,000 · Dependent child Aug 3, 2017 Jul 28, 2017 — Filing
CRCrane Co Purchase$50,001 - $100,000 · Joint Aug 3, 2017 Jul 28, 2017 — 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 +0.9% +0.8% 57% 362 +0.5% (367)
Purchases 90 days +1.6% +0.7% 53% 362 0.0% (367)
Sales 30 days +0.4% +0.5% 56% 308 +0.2% (312)
Sales 90 days +1.4% +1.1% 56% 308 +0.9% (312)

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