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Thomas R. Suozzi: stock trades

Democrat, Representative for NY's 3rd district. Value ranges as filed, never exact figures.

Activity

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

Thomas R. Suozzi: purchases and sales per month
0 1 2 3 4 Dec 2024: 0 purchases Dec 2024: 0 sales Dec Jan 2025: 0 purchases Jan 2025: 0 sales Feb 2025: 0 purchases Feb 2025: 0 sales Mar 2025: 0 purchases Mar 2025: 1 sales Mar Apr 2025: 0 purchases Apr 2025: 0 sales May 2025: 0 purchases May 2025: 0 sales Jun 2025: 0 purchases Jun 2025: 0 sales Jun Jul 2025: 0 purchases Jul 2025: 0 sales Aug 2025: 0 purchases Aug 2025: 0 sales Sep 2025: 0 purchases Sep 2025: 0 sales Sep Oct 2025: 0 purchases Oct 2025: 4 sales Nov 2025: 0 purchases Nov 2025: 0 sales Dec 2025: 0 purchases Dec 2025: 0 sales Dec Jan 2026: 0 purchases Jan 2026: 0 sales Feb 2026: 0 purchases Feb 2026: 4 sales Mar 2026: 0 purchases Mar 2026: 0 sales Mar Apr 2026: 0 purchases Apr 2026: 0 sales May 2026: 0 purchases May 2026: 0 sales Jun 2026: 0 purchases Jun 2026: 0 sales Jun Jul 2026: 0 purchases Jul 2026: 0 sales Aug 2026: 0 purchases Aug 2026: 0 sales Sep 2026: 0 purchases Sep 2026: 0 sales Sep Oct 2026: 0 purchases Oct 2026: 0 sales Nov 2026: 0 purchases Nov 2026: 0 sales
Show as a table
MonthPurchasesSales
Dec 202400
Jan 202500
Feb 202500
Mar 202501
Apr 202500
May 202500
Jun 202500
Jul 202500
Aug 202500
Sep 202500
Oct 202504
Nov 202500
Dec 202500
Jan 202600
Feb 202604
Mar 202600
Apr 202600
May 202600
Jun 202600
Jul 202600
Aug 202600
Sep 202600
Oct 202600
Nov 202600
Trades, 24 months
9
Purchases
0
Sales
9
In 2026
4

Top sectors

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

  • Technology25% of trades 150
  • Industrials14% of trades 83
  • Consumer Discretionary13% of trades 78
  • Health Care12% of trades 72
  • Financials11% of trades 67
  • Communication Services7% of trades 43

Would copying Thomas R. Suozzi’s trades have beaten the S&P 500?

Copying Thomas R. Suozzi’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 September 24, 2021 into $13,297 by November 2, 2026, against $18,220 in the S&P 500: +5.8% a year against +12.5%, with a beta of 1.26. Selling each purchase after 6 months instead would have made +4.5% a year. Six months after each report, the average share purchase was −2.9% against the S&P 500 (median −1.6%), and 45% beat it, well within what luck alone would produce. Measured from the trade date instead, the member’s own timing, the average was −0.2%. Reports arrived a median of 623 days after the trade. 141 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$10.0k$20.0k 202120222023202420252026 $18.2k$13.3k
Copying Thomas R. SuozziS&P 500, buy and hold $10,000 copying Thomas R. Suozzi’s disclosed holdings from September 24, 2021, before costs and taxes, marked weekly. Each annual report resets the copy to the holdings it lists; each trade report then adds or reduces positions, sized by the middle of the amount band filed (a partial sale takes off its band but never more than half the position). Holdings before the first report in our records are unknown. Money not in a stock earns the Treasury bill rate.
MeasuredTrades countedAverage vs S&P 500MedianWent the right wayt-statisticEvidence
Purchases, 3 months after the report 265 −2.2% −2.3% 43% -1.81 No reliable evidence
Purchases, 6 months after the report 265 −2.9% −1.6% 45% -1.54 No reliable evidence
Purchases, 3 months after the trade 265 −0.3% −1.3% 46% -0.18 Some evidence: behind
Purchases, 6 months after the trade 265 −0.2% −3.0% 45% -0.09 Some evidence: behind
Sales, 6 months after the report 256 +4.3% −4.0% 56% 1.64 No reliable evidence
Return a year, copying
+5.8%
S&P 500, same dates
+12.5%
Yearly swing (S&P 500)
27% (17%)
Sharpe ratio (S&P 500)
0.20 (0.55)
Biggest drop (S&P 500)
−35% (−25%)
Market sensitivity (beta)
1.26

“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 R. Suozzi 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.
NVDANVIDIA Corporation 12$138,012–$495,000 18$356,018–$1.1M Jan 14, 2019 Oct 24, 2024 ▲ 5330.3%+5102.8 pts vs S&P
AAPLApple Inc. 11$193,011–$545,000 16$247,016–$705,000 May 8, 2018 Feb 18, 2026 ▲ 675.4%+454.9 pts vs S&P
AMDAdvanced Micro Devices 7$63,007–$245,000 10$199,010–$510,000 Dec 6, 2017 Feb 18, 2026 ▲ 4568.4%+4340.5 pts vs S&P
BABoeing 9$93,009–$345,000 8$64,008–$260,000 Apr 17, 2018 Oct 24, 2024 ▼ 45.6%−262.2 pts vs S&P
BMYBristol Myers Squibb 3$66,003–$165,000 11$53,011–$270,000 Apr 17, 2018 Jun 7, 2021 ▲ 65.0%−151.6 pts vs S&P
CICigna 4$81,004–$215,000 9$135,009–$375,000 Apr 17, 2018 Oct 5, 2021 ▲ 88.3%−128.3 pts vs S&P
GLWCorning Inc. 9$65,009–$275,000 4$32,004–$130,000 May 8, 2019 Oct 24, 2024 ▲ 384.6%+192.8 pts vs S&P
IPInternational Paper 7$98,007–$295,000 6$83,006–$245,000 Oct 1, 2018 Jun 4, 2021 ▲ 11.2%−179.4 pts vs S&P
URIUnited Rentals 7$21,007–$140,000 5$75,005–$250,000 Dec 14, 2018 Feb 18, 2026 ▲ 1054.1%+828.6 pts vs S&P
CVSCVS Health 5$33,005–$145,000 6$48,006–$195,000 Mar 2, 2020 Oct 24, 2024 ▲ 71.7%−95.9 pts vs S&P
GMGeneral Motors 6$48,006–$195,000 5$47,005–$180,000 Jun 27, 2018 Mar 4, 2022 ▲ 150.4%−65.7 pts vs S&P
CATCaterpillar Inc. 6$62,006–$230,000 4$32,004–$130,000 Aug 17, 2017 Apr 14, 2020 ▲ 555.3%+298.5 pts vs S&P
WYWeyerhaeuser 5$131,005–$315,000 5$131,005–$315,000 Oct 1, 2018 Oct 14, 2025 ▼ 8.8%−199.4 pts vs S&P
DANDana Inc 5$19,005–$110,000 4$81,004–$215,000 Nov 15, 2019 Jan 15, 2021 ▲ 58.0%−108.6 pts vs S&P
JPMJPMorgan Chase 4$32,004–$130,000 5$5,005–$75,000 Aug 17, 2017 Jun 4, 2021 ▲ 379.4%+122.6 pts vs S&P
WMTWalmart 3$31,003–$115,000 6$34,006–$160,000 Mar 29, 2018 Oct 14, 2025 ▲ 389.6%+164.5 pts vs S&P
XYZBlock, Inc. 5$82,005–$230,000 4$95,004–$250,000 Jul 8, 2019 May 5, 2022 ▲ 5.0%−176.4 pts vs S&P
INTCIntel 3$17,003–$80,000 5$19,005–$110,000 Aug 17, 2017 Jun 18, 2019 ▲ 104.3%−152.5 pts vs S&P
PYPLPayPal 3$115,003–$250,000 5$110,005–$300,000 Jan 5, 2017 May 5, 2022 ▼ 77.9%−188.0 pts vs S&P
VZVerizon 4$4,004–$60,000 4$18,004–$95,000 Aug 17, 2017 Nov 10, 2022 ▲ 56.1%−200.7 pts vs S&P
WGOWinnebago Industries Inc 4$81,004–$215,000 4$81,004–$215,000 Oct 2, 2018 Apr 8, 2019 ▲ 20.4%−170.3 pts vs S&P
AIC3.ai, Inc. 5$61,005–$215,000 2$65,002–$150,000 Mar 1, 2021 Jun 9, 2021 ▼ 90.5%−198.9 pts vs S&P
CCKCrown Holdings, Inc. 2$100,002–$200,000 5$47,005–$180,000 Oct 2, 2018 Oct 17, 2019 ▲ 168.5%−22.3 pts vs S&P
GEGE Aerospace 2$16,002–$65,000 5$19,005–$110,000 May 8, 2018 Oct 6, 2021 ▲ 442.9%+286.6 pts vs S&P
MRVLMarvell Technology 5$33,005–$145,000 2$2,002–$30,000 Nov 19, 2020 Jun 9, 2021 ▲ 296.7%+168.8 pts vs S&P
TREELendingtree, Inc. 4$32,004–$130,000 3$17,003–$80,000 Feb 13, 2020 May 5, 2021 ▼ 91.7%−237.1 pts vs S&P
DVNDevon Energy 2$16,002–$65,000 4$32,004–$130,000 Jul 30, 2020 Jun 4, 2021 ▲ 546.6%+393.9 pts vs S&P
MSFTMicrosoft Corporation 4$67,004–$180,000 2$30,002–$100,000 Aug 17, 2017 Nov 24, 2021 ▲ 670.3%+413.4 pts vs S&P
SPOTSpotify Technology S.a. 4$67,004–$180,000 2$100,002–$200,000 Mar 1, 2021 Dec 28, 2021 —
ALLAllstate 2$30,002–$100,000 3$52,003–$130,000 Mar 1, 2021 Nov 29, 2022 ▲ 176.1%+67.6 pts vs S&P
CCitigroup 2$16,002–$65,000 3$17,003–$80,000 Aug 17, 2017 Jan 25, 2019 —
CSCOCisco 2$2,002–$30,000 3$17,003–$80,000 Aug 17, 2017 Feb 13, 2020 ▲ 327.1%+70.3 pts vs S&P
DDDuPont 1$15,001–$50,000 4$18,004–$95,000 Aug 21, 2019 Apr 29, 2020 ▲ 110.5%−42.7 pts vs S&P
HSICHenry Schein 1$15,001–$50,000 4$46,004–$165,000 Aug 17, 2017 Apr 17, 2018 ▲ 30.2%−226.6 pts vs S&P
LLYLilly (Eli) 2$51,002–$115,000 3$31,003–$115,000 Aug 17, 2017 May 5, 2021 ▲ 1966.4%+1709.5 pts vs S&P
REGNRegeneron Pharmaceuticals 2$65,002–$150,000 3$66,003–$165,000 Nov 5, 2018 Sep 16, 2019 ▲ 173.4%−36.7 pts vs S&P
VVisa Inc. 3$31,003–$115,000 2$30,002–$100,000 Jan 9, 2020 Jun 4, 2021 ▲ 131.1%−22.1 pts vs S&P
WMWaste Management 2$16,002–$65,000 3$52,003–$130,000 Sep 5, 2017 Jun 3, 2021 ▲ 267.6%+15.1 pts vs S&P
BLKBlackRock 1$1,001–$15,000 3$17,003–$80,000 Jan 5, 2017 Oct 17, 2019 ▲ 214.5%+37.0 pts vs S&P
BWABorgwarner Inc 2$65,002–$150,000 2$51,002–$115,000 Apr 1, 2021 Aug 26, 2021 ▲ 37.1%−64.9 pts vs S&P
COPConocoPhillips 2$2,002–$30,000 2$2,002–$30,000 Aug 17, 2017 Nov 18, 2019 ▲ 354.8%+97.9 pts vs S&P
DOWDow Inc. 1$15,001–$50,000 3$17,003–$80,000 Aug 19, 2019 Jan 7, 2022 ▼ 21.4%−93.6 pts vs S&P
ETNEaton Corporation 2$65,002–$150,000 2$30,002–$100,000 Jan 15, 2021 Mar 4, 2022 ▲ 226.1%+110.0 pts vs S&P
FFord Motor Company 2$16,002–$65,000 2$16,002–$65,000 Jan 3, 2020 Oct 6, 2021 ▲ 89.7%−66.8 pts vs S&P
FCELFuelcell Energy Inc 2$115,002–$300,000 2$115,002–$300,000 Nov 25, 2020 Dec 7, 2020 ▼ 96.0%−220.9 pts vs S&P
GNRCGenerac 3$45,003–$150,000 1$1,001–$15,000 Mar 4, 2022 Nov 15, 2022 ▼ 36.4%−121.8 pts vs S&P
GOOGLAlphabet Inc. (Class A) 0 4$60,004–$200,000 Jan 5, 2017 Jan 5, 2017 —
METMetLife 2$2,002–$30,000 2$2,002–$30,000 Aug 17, 2017 Feb 25, 2020 ▲ 191.2%−65.7 pts vs S&P
MLMMartin Marietta Materials 3$80,003–$200,000 1$50,001–$100,000 Oct 1, 2018 Nov 7, 2018 ▲ 217.1%+26.5 pts vs S&P
NEENextEra Energy 1$1,001–$15,000 3$3,003–$45,000 Jan 7, 2019 Oct 14, 2025 ▲ 139.6%−91.7 pts vs S&P
PPGPPG Industries 1$50,001–$100,000 3$45,003–$150,000 Mar 1, 2021 May 5, 2022 ▲ 1.4%−107.0 pts vs S&P
RHRH 3$45,003–$150,000 1$50,001–$100,000 Mar 1, 2021 May 5, 2022 ▼ 71.0%−179.5 pts vs S&P
TJXTJX Companies 2$16,002–$65,000 2$16,002–$65,000 Jun 15, 2020 Jan 7, 2022 ▲ 191.4%+23.6 pts vs S&P
TXNTexas Instruments 2$2,002–$30,000 2$16,002–$65,000 Aug 17, 2017 Jun 18, 2019 —
UPSTUpstart Holdings, Inc. 2$30,002–$100,000 2$2,002–$30,000 May 5, 2022 May 16, 2022 ▼ 76.1%−169.1 pts vs S&P
XOMExxonMobil 2$2,002–$30,000 2$2,002–$30,000 Aug 17, 2017 Jul 25, 2018 ▲ 249.7%−7.1 pts vs S&P
AXPAmerican Express 2$16,002–$65,000 1$15,001–$50,000 Nov 12, 2019 May 5, 2020 ▲ 197.1%+28.1 pts vs S&P
BYNDBeyond Meat, Inc. 2$16,002–$65,000 1$1,001–$15,000 Aug 1, 2019 Sep 24, 2019 ▼ 99.9%−283.1 pts vs S&P
CHGGChegg, Inc 2$16,002–$65,000 1$15,001–$50,000 Jun 15, 2020 Sep 1, 2020 ▼ 98.9%−266.7 pts vs S&P
CRWDCrowdStrike 2$16,002–$65,000 1$1,001–$15,000 Jul 8, 2019 Dec 2, 2019 ▲ 1345.6%+1164.2 pts vs S&P

The 60 most traded of 135 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 598 trades; every trade is in the reports below. Click a column heading to sort.

Report
AMDAdvanced Micro Devices Sale (full)$1,001 - $15,000 Mar 17, 2026 Feb 18, 2026 ▲ 133.3%+122.8 pts vs S&P Filing
AAPLApple Inc. Sale (full)$15,001 - $50,000 Mar 17, 2026 Feb 18, 2026 ▲ 28.2%+17.8 pts vs S&P Filing
PLTRPalantir Technologies Inc. Sale (full)$15,001 - $50,000 Mar 17, 2026 Feb 18, 2026 ▲ 31.7%+21.3 pts vs S&P Filing
URIUnited Rentals Sale (full)$15,001 - $50,000 Mar 17, 2026 Feb 18, 2026 ▲ 34.0%+23.6 pts vs S&P Filing
NEENextEra Energy Sale (full)$1,001 - $15,000 Oct 21, 2025 Oct 14, 2025 ▲ 3.4%−11.5 pts vs S&P Filing
WMTWalmart Sale (full)$15,001 - $50,000 Oct 21, 2025 Oct 14, 2025 ▲ 20.1%+5.3 pts vs S&P Filing
WYWeyerhaeuser Sale (full)$1,001 - $15,000 Oct 21, 2025 Oct 14, 2025 ▼ 7.7%−22.5 pts vs S&P Filing
GICGlobal Industrial Co Sale (full)$15,001 - $50,000 Apr 21, 2025 Mar 31, 2025 ▲ 107.3%+70.6 pts vs S&P Filing
BABoeing Sale (full)$1,001 - $15,000 Nov 12, 2024 Oct 24, 2024 ▲ 13.0%−19.8 pts vs S&P Filing
GLWCorning Inc. Sale (full)$1,001 - $15,000 Nov 12, 2024 Oct 24, 2024 ▲ 171.2%+138.4 pts vs S&P Filing
CVSCVS Health Sale (full)$1,001 - $15,000 Nov 12, 2024 Oct 24, 2024 ▲ 69.5%+36.7 pts vs S&P Filing
NVDANVIDIA Corporation Purchase$15,001 - $50,000 Nov 12, 2024 Oct 24, 2024 ▲ 44.3%+11.4 pts vs S&P Filing
NVDANVIDIA Corporation Sale (full)$15,001 - $50,000 Nov 12, 2024 Oct 24, 2024 ▲ 44.3%+11.4 pts vs S&P Filing
AAPLApple Inc. Sale (full)$15,001 - $50,000 Oct 24, 2024 Oct 7, 2024 ▲ 53.9%+18.4 pts vs S&P Filing
NVDANVIDIA Corporation Sale (full)$1,001 - $15,000 Nov 7, 2024 Oct 2, 2024 ▲ 70.5%+35.2 pts vs S&P Filing
NVDANVIDIA Corporation Sale (full)$15,001 - $50,000 Apr 2, 2024 Mar 4, 2024 ▲ 137.7%+86.1 pts vs S&P Filing
ALLAllstate Sale (full)$50,001 - $100,000 Dec 19, 2022 Nov 29, 2022 ▲ 115.4%+15.0 pts vs S&P Filing
CVSCVS Health Sale (full)$15,001 - $50,000 Dec 19, 2022 Nov 29, 2022 ▲ 1.4%−99.0 pts vs S&P Filing
GNRCGenerac Sale (partial)$1,001 - $15,000 Dec 19, 2022 Nov 15, 2022 ▲ 87.6%−11.2 pts vs S&P Filing
VZVerizon Sale (full)$1,001 - $15,000 Dec 19, 2022 Nov 10, 2022 ▲ 52.6%−48.1 pts vs S&P Filing
GSGoldman Sachs Purchase$1,001 - $15,000 May 20, 2022 May 16, 2022 ▲ 230.6%+131.0 pts vs S&P Filing
GSGoldman Sachs Purchase$1,001 - $15,000 May 20, 2022 May 16, 2022 ▲ 230.6%+131.0 pts vs S&P Filing
UPSTUpstart Holdings, Inc. Sale (full)$1,001 - $15,000 May 20, 2022 May 16, 2022 ▼ 43.6%−143.3 pts vs S&P Filing
UPSTUpstart Holdings, Inc. Sale (full)$1,001 - $15,000 May 20, 2022 May 16, 2022 ▼ 43.6%−143.3 pts vs S&P Filing
XYZBlock, Inc. Sale (full)$15,001 - $50,000 May 20, 2022 May 5, 2022 ▼ 19.3%−112.4 pts vs S&P Filing
GNRCGenerac Purchase$15,001 - $50,000 May 20, 2022 May 5, 2022 ▼ 22.4%−115.5 pts vs S&P Filing
GNRCGenerac Purchase$15,001 - $50,000 May 20, 2022 May 5, 2022 ▼ 22.4%−115.5 pts vs S&P Filing
MPMP Materials Corp. / DE Purchase$15,001 - $50,000 May 20, 2022 May 5, 2022 ▼ 3.5%−96.6 pts vs S&P Filing
PYPLPayPal Sale (full)$15,001 - $50,000 May 20, 2022 May 5, 2022 ▼ 30.4%−123.5 pts vs S&P Filing
PPGPPG Industries Sale (full)$15,001 - $50,000 May 20, 2022 May 5, 2022 ▲ 4.8%−88.3 pts vs S&P Filing
RHRH Purchase$15,001 - $50,000 May 20, 2022 May 5, 2022 ▼ 52.6%−145.7 pts vs S&P Filing
UPSTUpstart Holdings, Inc. Purchase$15,001 - $50,000 May 20, 2022 May 5, 2022 ▼ 76.1%−169.1 pts vs S&P Filing
UPSTUpstart Holdings, Inc. Purchase$15,001 - $50,000 May 20, 2022 May 5, 2022 ▼ 76.1%−169.1 pts vs S&P Filing
AMDAdvanced Micro Devices Purchase$15,001 - $50,000 May 20, 2022 Mar 4, 2022 ▲ 330.6%+245.2 pts vs S&P Filing
AFRMAffirm Holdings, Inc. Sale (full)$1,001 - $15,000 May 20, 2022 Mar 4, 2022 ▲ 105.4%+20.0 pts vs S&P Filing
BABoeing Purchase$15,001 - $50,000 May 20, 2022 Mar 4, 2022 ▼ 3.0%−88.4 pts vs S&P Filing
ETNEaton Corporation Purchase$15,001 - $50,000 May 20, 2022 Mar 4, 2022 ▲ 163.0%+77.5 pts vs S&P Filing
GNRCGenerac Purchase$15,001 - $50,000 May 20, 2022 Mar 4, 2022 ▼ 36.4%−121.8 pts vs S&P Filing
GMGeneral Motors Purchase$15,001 - $50,000 May 20, 2022 Mar 4, 2022 ▲ 121.3%+35.9 pts vs S&P Filing
GFSGlobalfoundries Inc. Purchase$15,001 - $50,000 May 20, 2022 Mar 4, 2022 — Filing
NVDANVIDIA Corporation Purchase$15,001 - $50,000 May 20, 2022 Mar 4, 2022 ▲ 784.6%+699.2 pts vs S&P Filing
RHRH Purchase$15,001 - $50,000 May 20, 2022 Mar 4, 2022 ▼ 60.0%−145.4 pts vs S&P Filing
DGDollar General Sale (full)$50,001 - $100,000 Jan 20, 2022 Jan 7, 2022 ▼ 38.0%−109.9 pts vs S&P Filing
DOWDow Inc. Sale (full)$15,001 - $50,000 Jan 20, 2022 Jan 7, 2022 ▼ 24.9%−96.8 pts vs S&P Filing
MSMorgan Stanley Sale (full)$50,001 - $100,000 Jan 20, 2022 Jan 7, 2022 ▲ 109.1%+37.2 pts vs S&P Filing
SLBSchlumberger Sale (full)$15,001 - $50,000 Jan 20, 2022 Jan 7, 2022 ▲ 66.1%−5.9 pts vs S&P Filing
SYYSysco Sale (full)$15,001 - $50,000 Jan 20, 2022 Jan 7, 2022 ▲ 16.4%−55.5 pts vs S&P Filing
TJXTJX Companies Sale (full)$15,001 - $50,000 Jan 20, 2022 Jan 7, 2022 ▲ 103.0%+31.1 pts vs S&P Filing
SPOTSpotify Technology S.a. Sale (full)$50,001 - $100,000 Jan 11, 2022 Dec 28, 2021 — Filing
MSFTMicrosoft Corporation Purchase$50,001 - $100,000 Dec 1, 2021 Nov 24, 2021 ▲ 56.1%−15.2 pts vs S&P Filing
MSMorgan Stanley Purchase$100,001 - $250,000 Dec 1, 2021 Nov 24, 2021 ▲ 115.2%+43.9 pts vs S&P Filing
AMDAdvanced Micro Devices Sale (partial)$50,001 - $100,000 Dec 19, 2022 Nov 18, 2021 ▲ 201.2%+130.0 pts vs S&P Filing
AAPLApple Inc. Sale (partial)$50,001 - $100,000 Dec 19, 2022 Nov 18, 2021 ▲ 119.4%+48.2 pts vs S&P Filing
AMDAdvanced Micro Devices Sale (full)$50,001 - $100,000 Dec 1, 2021 Nov 18, 2021 ▲ 201.2%+130.0 pts vs S&P Filing
AAPLApple Inc. Sale (full)$50,001 - $100,000 Dec 1, 2021 Nov 18, 2021 ▲ 119.4%+48.2 pts vs S&P Filing
CGCarlyle Group Inc. Sale (full)$50,001 - $100,000 Dec 1, 2021 Nov 18, 2021 ▼ 19.0%−90.2 pts vs S&P Filing
NEENextEra Energy Sale (partial)$1,001 - $15,000 Dec 19, 2022 Nov 16, 2021 ▲ 11.8%−59.5 pts vs S&P Filing
NEENextEra Energy Sale (full)$1,001 - $15,000 Dec 1, 2021 Nov 16, 2021 ▲ 11.8%−59.5 pts vs S&P Filing
SLVMSylvamo Corp Sale (full)$897.00 Dec 1, 2021 Nov 16, 2021 ▲ 15.3%−56.1 pts vs S&P Filing
CVSCVS Health Sale (partial)$15,001 - $50,000 Dec 19, 2022 Nov 10, 2021 ▲ 12.5%−60.9 pts vs S&P Filing
CVSCVS Health Sale (full)$15,001 - $50,000 Nov 18, 2021 Nov 10, 2021 ▲ 12.5%−60.9 pts vs S&P Filing
DOWDow Inc. Purchase$15,001 - $50,000 Nov 18, 2021 Nov 4, 2021 ▼ 21.4%−93.6 pts vs S&P Filing
PYPLPayPal Purchase$50,001 - $100,000 Nov 18, 2021 Nov 4, 2021 ▼ 74.0%−146.2 pts vs S&P Filing
SLBSchlumberger Purchase$15,001 - $50,000 Nov 18, 2021 Nov 4, 2021 ▲ 76.2%+4.0 pts vs S&P Filing
TJXTJX Companies Purchase$15,001 - $50,000 Nov 18, 2021 Nov 4, 2021 ▲ 117.3%+45.1 pts vs S&P Filing
CVSCVS Health Purchase$15,001 - $50,000 Nov 5, 2021 Oct 20, 2021 ▲ 21.6%−56.2 pts vs S&P Filing
DGDollar General Purchase$50,001 - $100,000 Nov 5, 2021 Oct 20, 2021 ▼ 31.2%−108.9 pts vs S&P Filing
SYYSysco Purchase$15,001 - $50,000 Nov 5, 2021 Oct 20, 2021 ▲ 18.1%−59.7 pts vs S&P Filing
CGCarlyle Group Inc. Purchase$50,001 - $100,000 Nov 5, 2021 Oct 20, 2021 ▼ 9.8%−87.6 pts vs S&P Filing
AAPLApple Inc. Purchase$50,001 - $100,000 Nov 5, 2021 Oct 19, 2021 ▲ 133.2%+54.7 pts vs S&P Filing
JAZZJazz Pharmaceuticals plc Purchase$1,001 - $15,000 Nov 5, 2021 Oct 19, 2021 ▲ 48.9%−29.5 pts vs S&P Filing
XYZBlock, Inc. Purchase$50,001 - $100,000 Nov 5, 2021 Oct 19, 2021 ▼ 69.7%−148.1 pts vs S&P Filing
SLVMSylvamo Corp Sale (full)$1,001 - $15,000 Nov 5, 2021 Oct 19, 2021 ▲ 34.6%−43.8 pts vs S&P Filing
AFRMAffirm Holdings, Inc. Purchase$15,001 - $50,000 Nov 5, 2021 Oct 13, 2021 ▼ 49.6%−134.4 pts vs S&P Filing
FFord Motor Company Sale (partial)$15,001 - $50,000 Nov 5, 2021 Oct 6, 2021 ▲ 21.7%−63.2 pts vs S&P Filing
GEGE Aerospace Sale (full)$15,001 - $50,000 Nov 5, 2021 Oct 6, 2021 ▲ 397.9%+313.0 pts vs S&P Filing
TSMTaiwan Semiconductor Manufacturing Co LTD Sale (full)$15,001 - $50,000 Nov 5, 2021 Oct 6, 2021 — Filing
CICigna Sale (partial)$1,001 - $15,000 Dec 19, 2022 Oct 5, 2021 ▲ 60.9%−24.8 pts vs S&P Filing
CICigna Sale (full)$1,001 - $15,000 Nov 5, 2021 Oct 5, 2021 ▲ 60.9%−24.8 pts vs S&P Filing
CRSPCrispr Therapeutics AG Sale (full)$50,001 - $100,000 Oct 5, 2021 Sep 20, 2021 ▼ 57.1%−142.3 pts vs S&P Filing
MGMMGM Resorts Sale (full)$15,001 - $50,000 Oct 5, 2021 Sep 17, 2021 ▼ 26.4%−108.6 pts vs S&P Filing
BWABorgwarner Inc Sale (full)$50,001 - $100,000 Sep 23, 2021 Aug 26, 2021 ▲ 48.8%−32.0 pts vs S&P Filing
SPOTSpotify Technology S.a. Purchase$50,001 - $100,000 Sep 23, 2021 Aug 26, 2021 — Filing
BWABorgwarner Inc Purchase$50,001 - $100,000 Sep 23, 2021 Aug 3, 2021 ▲ 28.2%−54.7 pts vs S&P Filing
WYWeyerhaeuser Sale (full)$50,001 - $100,000 Sep 23, 2021 Aug 3, 2021 ▼ 23.3%−106.2 pts vs S&P Filing
AAPLApple Inc. Sale (partial)$1,001 - $15,000 Dec 19, 2022 Jul 28, 2021 ▲ 139.6%+55.8 pts vs S&P Filing
AMDAdvanced Micro Devices Purchase$1,001 - $15,000 Sep 23, 2021 Jul 28, 2021 ▲ 376.7%+292.9 pts vs S&P Filing
AAPLApple Inc. Sale (full)$1,001 - $15,000 Sep 23, 2021 Jul 28, 2021 ▲ 139.6%+55.8 pts vs S&P Filing
RBLXRoblox Corp Sale (full)$15,001 - $50,000 Dec 19, 2022 Jun 30, 2021 ▼ 52.3%−140.8 pts vs S&P Filing
AMDAdvanced Micro Devices Purchase$15,001 - $50,000 Sep 23, 2021 Jun 30, 2021 ▲ 397.0%+308.6 pts vs S&P Filing
RBLXRoblox Corp Sale (full)$15,001 - $50,000 Sep 23, 2021 Jun 30, 2021 ▼ 52.3%−140.8 pts vs S&P Filing
RBLXRoblox Corp Purchase$15,001 - $50,000 Sep 23, 2021 Jun 21, 2021 ▼ 48.0%−139.7 pts vs S&P Filing
TSMTaiwan Semiconductor Manufacturing Co LTD Purchase$15,001 - $50,000 Sep 23, 2021 Jun 11, 2021 — Filing
AIC3.ai, Inc. Sale (full)$15,001 - $50,000 Sep 23, 2021 Jun 9, 2021 ▼ 81.4%−173.4 pts vs S&P Filing
MRVLMarvell Technology Purchase$1,001 - $15,000 Sep 23, 2021 Jun 9, 2021 ▲ 247.3%+155.3 pts vs S&P Filing
BMYBristol Myers Squibb Sale (partial)$1,001 - $15,000 Dec 19, 2022 Jun 7, 2021 ▲ 21.5%−70.2 pts vs S&P Filing
BMYBristol Myers Squibb Sale (full)$1,001 - $15,000 Sep 23, 2021 Jun 7, 2021 ▲ 21.5%−70.2 pts vs S&P Filing
ALLAllstate Sale (partial)$1,001 - $15,000 Dec 19, 2022 Jun 4, 2021 ▲ 119.4%+27.9 pts vs S&P Filing
AAPLApple Inc. Sale (partial)$15,001 - $50,000 Dec 19, 2022 Jun 4, 2021 ▲ 175.9%+84.4 pts vs S&P Filing
BMYBristol Myers Squibb Sale (partial)$1,001 - $15,000 Dec 19, 2022 Jun 4, 2021 ▲ 21.2%−70.3 pts vs S&P Filing
CICigna Sale (partial)$15,001 - $50,000 Dec 19, 2022 Jun 4, 2021 ▲ 29.2%−62.3 pts vs S&P Filing
CVSCVS Health Sale (partial)$1,001 - $15,000 Dec 19, 2022 Jun 4, 2021 ▲ 22.4%−69.1 pts vs S&P Filing
DVNDevon Energy Sale (partial)$15,001 - $50,000 Dec 19, 2022 Jun 4, 2021 ▲ 100.3%+8.8 pts vs S&P Filing
DPZDomino's Sale (partial)$1,001 - $15,000 Dec 19, 2022 Jun 4, 2021 ▼ 20.4%−112.0 pts vs S&P Filing
ETNEaton Corporation Sale (partial)$15,001 - $50,000 Dec 19, 2022 Jun 4, 2021 ▲ 167.6%+76.1 pts vs S&P Filing
GMGeneral Motors Sale (partial)$15,001 - $50,000 Dec 19, 2022 Jun 4, 2021 ▲ 48.1%−43.4 pts vs S&P Filing
IPInternational Paper Sale (partial)$1,001 - $15,000 Dec 19, 2022 Jun 4, 2021 ▼ 24.4%−115.9 pts vs S&P Filing
JPMJPMorgan Chase Sale (partial)$1,001 - $15,000 Dec 19, 2022 Jun 4, 2021 ▲ 134.4%+42.9 pts vs S&P Filing
MRVLMarvell Technology Sale (partial)$1,001 - $15,000 Dec 19, 2022 Jun 4, 2021 ▲ 259.0%+167.5 pts vs S&P Filing
MSFTMicrosoft Corporation Sale (partial)$15,001 - $50,000 Dec 19, 2022 Jun 4, 2021 ▲ 111.1%+19.6 pts vs S&P Filing
NVDANVIDIA Corporation Sale (partial)$15,001 - $50,000 Dec 19, 2022 Jun 4, 2021 ▲ 1055.0%+963.5 pts vs S&P Filing
PPGPPG Industries Sale (partial)$15,001 - $50,000 Dec 19, 2022 Jun 4, 2021 ▼ 23.6%−115.1 pts vs S&P Filing
URIUnited Rentals Sale (partial)$15,001 - $50,000 Dec 19, 2022 Jun 4, 2021 ▲ 267.7%+176.2 pts vs S&P Filing
VVisa Inc. Sale (partial)$15,001 - $50,000 Dec 19, 2022 Jun 4, 2021 ▲ 92.3%+0.8 pts vs S&P Filing
WYWeyerhaeuser Sale (partial)$15,001 - $50,000 Dec 19, 2022 Jun 4, 2021 ▼ 26.5%−118.0 pts vs S&P Filing
AMDAdvanced Micro Devices Sale (full)$1,001 - $15,000 Sep 23, 2021 Jun 4, 2021 ▲ 472.3%+380.7 pts vs S&P Filing
ALLAllstate Sale (full)$1,001 - $15,000 Sep 23, 2021 Jun 4, 2021 ▲ 119.4%+27.9 pts vs S&P Filing
AAPLApple Inc. Sale (full)$15,001 - $50,000 Sep 23, 2021 Jun 4, 2021 ▲ 175.9%+84.4 pts vs S&P Filing
BWABorgwarner Inc Sale (full)$1,001 - $15,000 Sep 23, 2021 Jun 4, 2021 ▲ 16.2%−75.3 pts vs S&P Filing
BMYBristol Myers Squibb Sale (full)$1,001 - $15,000 Sep 23, 2021 Jun 4, 2021 ▲ 21.2%−70.3 pts vs S&P Filing
CICigna Sale (full)$15,001 - $50,000 Sep 23, 2021 Jun 4, 2021 ▲ 29.2%−62.3 pts vs S&P Filing
CVSCVS Health Sale (full)$1,001 - $15,000 Sep 23, 2021 Jun 4, 2021 ▲ 22.4%−69.1 pts vs S&P Filing
DVNDevon Energy Sale (full)$15,001 - $50,000 Sep 23, 2021 Jun 4, 2021 ▲ 100.3%+8.8 pts vs S&P Filing
DPZDomino's Sale (full)$1,001 - $15,000 Sep 23, 2021 Jun 4, 2021 ▼ 20.4%−112.0 pts vs S&P Filing
ETNEaton Corporation Sale (full)$15,001 - $50,000 Sep 23, 2021 Jun 4, 2021 ▲ 167.6%+76.1 pts vs S&P Filing
GMGeneral Motors Sale (full)$15,001 - $50,000 Sep 23, 2021 Jun 4, 2021 ▲ 48.1%−43.4 pts vs S&P Filing
IPInternational Paper Sale (full)$1,001 - $15,000 Sep 23, 2021 Jun 4, 2021 ▼ 24.4%−115.9 pts vs S&P Filing
JPMJPMorgan Chase Sale (full)$1,001 - $15,000 Sep 23, 2021 Jun 4, 2021 ▲ 134.4%+42.9 pts vs S&P Filing
MRVLMarvell Technology Sale (full)$1,001 - $15,000 Sep 23, 2021 Jun 4, 2021 ▲ 259.0%+167.5 pts vs S&P Filing
MSFTMicrosoft Corporation Sale (full)$15,001 - $50,000 Sep 23, 2021 Jun 4, 2021 ▲ 111.1%+19.6 pts vs S&P Filing
NVDANVIDIA Corporation Sale (full)$15,001 - $50,000 Sep 23, 2021 Jun 4, 2021 ▲ 1055.0%+963.5 pts vs S&P Filing
PPGPPG Industries Sale (full)$15,001 - $50,000 Sep 23, 2021 Jun 4, 2021 ▼ 23.6%−115.1 pts vs S&P Filing
URIUnited Rentals Sale (full)$15,001 - $50,000 Sep 23, 2021 Jun 4, 2021 ▲ 267.7%+176.2 pts vs S&P Filing
VVisa Inc. Sale (full)$15,001 - $50,000 Sep 23, 2021 Jun 4, 2021 ▲ 92.3%+0.8 pts vs S&P Filing
WYWeyerhaeuser Sale (full)$15,001 - $50,000 Sep 23, 2021 Jun 4, 2021 ▼ 26.5%−118.0 pts vs S&P Filing
AAPLApple Inc. Purchase$50,001 - $100,000 Sep 23, 2021 Jun 3, 2021 ▲ 181.2%+87.9 pts vs S&P Filing
AIC3.ai, Inc. Purchase$15,001 - $50,000 Sep 23, 2021 Jun 3, 2021 ▼ 83.1%−176.3 pts vs S&P Filing
CRSPCrispr Therapeutics AG Purchase$50,001 - $100,000 Sep 23, 2021 Jun 3, 2021 ▼ 54.5%−147.8 pts vs S&P Filing
DXCMDexcom Sale (full)$15,001 - $50,000 Sep 23, 2021 Jun 3, 2021 ▼ 10.0%−103.3 pts vs S&P Filing
FFord Motor Company Purchase$15,001 - $50,000 Sep 23, 2021 Jun 3, 2021 ▲ 7.5%−85.8 pts vs S&P Filing
IPGPIPG Photonics Corp Sale (full)$1,001 - $15,000 Sep 23, 2021 Jun 3, 2021 ▼ 63.7%−157.0 pts vs S&P Filing
MGMMGM Resorts Purchase$15,001 - $50,000 Sep 23, 2021 Jun 3, 2021 ▼ 28.1%−121.4 pts vs S&P Filing
PYPLPayPal Sale (full)$50,001 - $100,000 Sep 23, 2021 Jun 3, 2021 ▼ 76.9%−170.2 pts vs S&P Filing
PTCPTC Inc. Sale (full)$50,001 - $100,000 Sep 23, 2021 Jun 3, 2021 ▲ 50.0%−43.3 pts vs S&P Filing
WMWaste Management Sale (full)$50,001 - $100,000 Sep 23, 2021 Jun 3, 2021 ▲ 83.7%−9.6 pts vs S&P Filing
QCOMQualcomm Sale (full)$50,001 - $100,000 Sep 23, 2021 Jun 2, 2021 ▲ 35.7%−56.9 pts vs S&P Filing
GEGE Aerospace Purchase$15,001 - $50,000 Mar 3, 2022 Jun 1, 2021 ▲ 359.6%+266.8 pts vs S&P Filing
CCLCarnival Corporation Sale (full)$15,001 - $50,000 Sep 23, 2021 May 20, 2021 ▲ 10.9%−84.0 pts vs S&P Filing
NIONIO Inc. Sale (full)$15,001 - $50,000 Sep 23, 2021 May 20, 2021 — Filing
PYPLPayPal Sale (full)$15,001 - $50,000 Sep 23, 2021 May 20, 2021 ▼ 76.4%−171.3 pts vs S&P Filing
LUVSouthwest Airlines Sale (full)$15,001 - $50,000 Sep 23, 2021 May 20, 2021 ▼ 20.1%−115.0 pts vs S&P Filing
XYZBlock, Inc. Sale (full)$50,001 - $100,000 Sep 23, 2021 May 20, 2021 ▼ 62.4%−157.3 pts vs S&P Filing
UBERUber Sale (full)$15,001 - $50,000 Sep 23, 2021 May 20, 2021 ▲ 35.2%−59.7 pts vs S&P Filing
AAPLApple Inc. Sale (partial)$1,001 - $15,000 Dec 19, 2022 May 5, 2021 ▲ 171.6%+77.0 pts vs S&P Filing
DVNDevon Energy Sale (partial)$1,001 - $15,000 Dec 19, 2022 May 5, 2021 ▲ 151.4%+56.7 pts vs S&P Filing
NVDANVIDIA Corporation Sale (partial)$15,001 - $50,000 Dec 19, 2022 May 5, 2021 ▲ 1304.2%+1209.6 pts vs S&P Filing
URIUnited Rentals Sale (partial)$15,001 - $50,000 Dec 19, 2022 May 5, 2021 ▲ 267.0%+172.3 pts vs S&P Filing
AAPLApple Inc. Sale (full)$1,001 - $15,000 Sep 23, 2021 May 5, 2021 ▲ 171.6%+77.0 pts vs S&P Filing
AIC3.ai, Inc. Sale (full)$50,001 - $100,000 Sep 23, 2021 May 5, 2021 ▼ 80.3%−175.0 pts vs S&P Filing
CVSCVS Health Purchase$1,001 - $15,000 Sep 23, 2021 May 5, 2021 ▲ 27.5%−67.2 pts vs S&P Filing
DVNDevon Energy Sale (full)$1,001 - $15,000 Sep 23, 2021 May 5, 2021 ▲ 151.4%+56.7 pts vs S&P Filing
LLYLilly (Eli) Sale (full)$15,001 - $50,000 Sep 23, 2021 May 5, 2021 ▲ 671.6%+577.0 pts vs S&P Filing
TREELendingtree, Inc. Sale (full)$15,001 - $50,000 Sep 23, 2021 May 5, 2021 ▼ 86.0%−180.7 pts vs S&P Filing
MRVLMarvell Technology Purchase$1,001 - $15,000 Sep 23, 2021 May 5, 2021 ▲ 290.4%+195.7 pts vs S&P Filing
NVDANVIDIA Corporation Sale (full)$15,001 - $50,000 Sep 23, 2021 May 5, 2021 ▲ 1304.2%+1209.6 pts vs S&P Filing
SPOTSpotify Technology S.a. Sale (full)$50,001 - $100,000 Sep 23, 2021 May 5, 2021 — Filing
URIUnited Rentals Sale (full)$15,001 - $50,000 Sep 23, 2021 May 5, 2021 ▲ 267.0%+172.3 pts vs S&P Filing
IPGPIPG Photonics Corp Purchase$1,001 - $15,000 Sep 23, 2021 Apr 15, 2021 ▼ 68.2%−162.8 pts vs S&P Filing
CVSCVS Health Purchase$15,001 - $50,000 Sep 23, 2021 Apr 14, 2021 ▲ 41.9%−54.8 pts vs S&P Filing
SPOTSpotify Technology S.a. Purchase$1,001 - $15,000 Sep 23, 2021 Apr 8, 2021 — Filing
AIC3.ai, Inc. Purchase$15,001 - $50,000 Sep 23, 2021 Apr 7, 2021 ▼ 81.7%−180.8 pts vs S&P Filing
TSLATesla, Inc. Sale (full)$50,001 - $100,000 Sep 23, 2021 Apr 7, 2021 ▲ 80.5%−18.5 pts vs S&P Filing
CVSCVS Health Purchase$1,001 - $15,000 Sep 23, 2021 Apr 5, 2021 ▲ 42.0%−57.2 pts vs S&P Filing
BWABorgwarner Inc Purchase$15,001 - $50,000 Sep 23, 2021 Apr 1, 2021 ▲ 37.1%−64.9 pts vs S&P Filing
RHRH Sale (full)$50,001 - $100,000 Sep 23, 2021 Apr 1, 2021 ▼ 75.4%−177.4 pts vs S&P Filing
AIC3.ai, Inc. Purchase$1,001 - $15,000 Sep 23, 2021 Mar 15, 2021 ▼ 86.7%−191.5 pts vs S&P Filing
PYPLPayPal Purchase$15,001 - $50,000 Sep 23, 2021 Mar 11, 2021 ▼ 76.6%−182.9 pts vs S&P Filing
SPOTSpotify Technology S.a. Purchase$1,001 - $15,000 Sep 23, 2021 Mar 9, 2021 — Filing
ALLAllstate Purchase$15,001 - $50,000 Sep 23, 2021 Mar 4, 2021 ▲ 175.0%+59.4 pts vs S&P Filing
AIC3.ai, Inc. Purchase$15,001 - $50,000 Sep 23, 2021 Mar 4, 2021 ▼ 87.0%−202.5 pts vs S&P Filing
CCLCarnival Corporation Purchase$15,001 - $50,000 Sep 23, 2021 Mar 4, 2021 ▲ 11.4%−104.1 pts vs S&P Filing
IPInternational Paper Purchase$15,001 - $50,000 Sep 23, 2021 Mar 4, 2021 ▼ 5.3%−120.9 pts vs S&P Filing
LUVSouthwest Airlines Purchase$15,001 - $50,000 Sep 23, 2021 Mar 4, 2021 ▼ 14.6%−130.2 pts vs S&P Filing
LLYLilly (Eli) Purchase$50,001 - $100,000 Sep 23, 2021 Mar 3, 2021 ▲ 636.5%+523.6 pts vs S&P Filing
QCOMQualcomm Purchase$50,001 - $100,000 Sep 23, 2021 Mar 3, 2021 ▲ 38.6%−74.3 pts vs S&P Filing
PYPLPayPal Purchase$50,001 - $100,000 Sep 23, 2021 Mar 2, 2021 ▼ 77.9%−188.0 pts vs S&P Filing
PTCPTC Inc. Purchase$50,001 - $100,000 Sep 23, 2021 Mar 2, 2021 ▲ 42.3%−67.7 pts vs S&P Filing
TSLATesla, Inc. Purchase$50,001 - $100,000 Sep 23, 2021 Mar 2, 2021 ▲ 76.5%−33.6 pts vs S&P Filing
WYWeyerhaeuser Purchase$50,001 - $100,000 Sep 23, 2021 Mar 2, 2021 ▼ 20.9%−130.9 pts vs S&P Filing
ALLAllstate Purchase$15,001 - $50,000 Sep 23, 2021 Mar 1, 2021 ▲ 176.1%+67.6 pts vs S&P Filing
AIC3.ai, Inc. Purchase$15,001 - $50,000 Sep 23, 2021 Mar 1, 2021 ▼ 90.5%−198.9 pts vs S&P Filing
DPZDomino's Purchase$50,001 - $100,000 Sep 23, 2021 Mar 1, 2021 ▼ 0.3%−108.8 pts vs S&P Filing
MRVLMarvell Technology Purchase$15,001 - $50,000 Sep 23, 2021 Mar 1, 2021 ▲ 253.5%+145.1 pts vs S&P Filing
PPGPPG Industries Purchase$50,001 - $100,000 Sep 23, 2021 Mar 1, 2021 ▲ 1.4%−107.0 pts vs S&P Filing
RHRH Purchase$15,001 - $50,000 Sep 23, 2021 Mar 1, 2021 ▼ 71.0%−179.5 pts vs S&P Filing
SPOTSpotify Technology S.a. Purchase$15,001 - $50,000 Sep 23, 2021 Mar 1, 2021 — Filing
QSQuantumscape Corp Sale (full)$15,001 - $50,000 Sep 23, 2021 Feb 24, 2021 ▼ 93.3%−200.5 pts vs S&P Filing
QSQuantumscape Corp Purchase$15,001 - $50,000 Sep 23, 2021 Feb 19, 2021 ▼ 93.5%−201.7 pts vs S&P Filing
LYVLive Nation Entertainment Sale (full)$15,001 - $50,000 Sep 23, 2021 Feb 10, 2021 ▲ 122.5%+14.3 pts vs S&P Filing
NCLHNorwegian Cruise Line Holdings Sale (full)$15,001 - $50,000 Sep 23, 2021 Feb 10, 2021 ▼ 25.7%−133.8 pts vs S&P Filing
BABoeing Sale (full)$15,001 - $50,000 Sep 23, 2021 Jan 29, 2021 ▼ 9.7%−129.1 pts vs S&P Filing
LYVLive Nation Entertainment Purchase$15,001 - $50,000 Sep 23, 2021 Jan 21, 2021 ▲ 137.5%+26.2 pts vs S&P Filing
NCLHNorwegian Cruise Line Holdings Purchase$15,001 - $50,000 Sep 23, 2021 Jan 21, 2021 ▼ 28.2%−139.5 pts vs S&P Filing
DANDana Inc Sale (full)$50,001 - $100,000 Sep 23, 2021 Jan 15, 2021 ▲ 27.1%−89.1 pts vs S&P Filing
ETNEaton Corporation Purchase$50,001 - $100,000 Sep 23, 2021 Jan 15, 2021 ▲ 226.1%+110.0 pts vs S&P Filing
UBERUber Purchase$15,001 - $50,000 Sep 23, 2021 Jan 13, 2021 ▲ 12.3%−101.5 pts vs S&P Filing
LILi Auto Inc. Sale (full)$15,001 - $50,000 Sep 23, 2021 Jan 7, 2021 — Filing
ZSZscaler, Inc. Sale (full)$15,001 - $50,000 Sep 23, 2021 Jan 6, 2021 ▲ 21.4%−96.0 pts vs S&P Filing
TREELendingtree, Inc. Sale (partial)$1,001 - $15,000 Dec 19, 2022 Dec 23, 2020 ▼ 90.2%−211.1 pts vs S&P Filing
TREELendingtree, Inc. Sale (full)$1,001 - $15,000 Sep 23, 2021 Dec 23, 2020 ▼ 90.2%−211.1 pts vs S&P Filing
MRVLMarvell Technology Purchase$1,001 - $15,000 Sep 23, 2021 Dec 18, 2020 ▲ 268.9%+149.0 pts vs S&P Filing
ZSZscaler, Inc. Purchase$15,001 - $50,000 Sep 23, 2021 Dec 11, 2020 ▲ 23.0%−99.6 pts vs S&P Filing
LILi Auto Inc. Purchase$15,001 - $50,000 Sep 23, 2021 Dec 8, 2020 — Filing
FCELFuelcell Energy Inc Sale (full)$15,001 - $50,000 Dec 19, 2022 Dec 7, 2020 ▼ 95.5%−216.5 pts vs S&P Filing
FCELFuelcell Energy Inc Purchase$15,001 - $50,000 Dec 19, 2022 Dec 2, 2020 ▼ 95.2%−217.5 pts vs S&P Filing
FCELFuelcell Energy Inc Sale (full)$100,001 - $250,000 Sep 23, 2021 Dec 1, 2020 ▼ 96.1%−218.9 pts vs S&P Filing
FCELFuelcell Energy Inc Purchase$100,001 - $250,000 Sep 23, 2021 Nov 25, 2020 ▼ 96.0%−220.9 pts vs S&P Filing
AAPLApple Inc. Sale (full)$50,001 - $100,000 Sep 23, 2021 Nov 24, 2020 ▲ 202.6%+78.1 pts vs S&P Filing
MRVLMarvell Technology Purchase$15,001 - $50,000 Sep 23, 2021 Nov 19, 2020 ▲ 296.7%+168.8 pts vs S&P Filing
FUBOFubotv Inc. Sale (full)$15,001 - $50,000 Sep 23, 2021 Nov 18, 2020 ▼ 97.0%−225.8 pts vs S&P Filing
FUBOFubotv Inc. Purchase$15,001 - $50,000 Sep 23, 2021 Nov 16, 2020 ▼ 96.6%−221.5 pts vs S&P Filing
PINSPinterest, Inc. Sale (full)$15,001 - $50,000 Sep 23, 2021 Nov 16, 2020 ▼ 67.6%−192.5 pts vs S&P Filing
PINSPinterest, Inc. Purchase$15,001 - $50,000 Sep 23, 2021 Nov 3, 2020 ▼ 65.9%−208.6 pts vs S&P Filing
NIONIO Inc. Purchase$15,001 - $50,000 Sep 23, 2021 Oct 5, 2020 — Filing
WKHSWorkhorse Group Inc. Sale (full)$15,001 - $50,000 Sep 23, 2021 Oct 5, 2020 ▼ 100.0%−240.0 pts vs S&P Filing
WKHSWorkhorse Group Inc. Purchase$15,001 - $50,000 Sep 23, 2021 Sep 24, 2020 ▼ 100.0%−252.1 pts vs S&P Filing
NVDANVIDIA Corporation Sale (partial)$15,001 - $50,000 Dec 19, 2022 Sep 8, 2020 ▲ 1605.4%+1459.7 pts vs S&P Filing
NIONIO Inc. Purchase$1,001 - $15,000 Sep 23, 2021 Sep 2, 2020 — Filing
CHGGChegg, Inc Sale (full)$15,001 - $50,000 Sep 23, 2021 Sep 1, 2020 ▼ 99.1%−231.3 pts vs S&P Filing
LOWLowe's Sale (full)$15,001 - $50,000 Sep 23, 2021 Aug 25, 2020 ▲ 47.8%−90.1 pts vs S&P Filing
MARMarriott International Sale (full)$1,001 - $15,000 Sep 23, 2021 Aug 21, 2020 ▲ 355.8%+214.6 pts vs S&P Filing
NVDANVIDIA Corporation Sale (partial)$1,001 - $15,000 Dec 19, 2022 Aug 20, 2020 ▲ 1573.9%+1431.8 pts vs S&P Filing
NVDANVIDIA Corporation Sale (partial)$1,001 - $15,000 Dec 19, 2022 Aug 19, 2020 ▲ 1574.2%+1431.4 pts vs S&P Filing
NVDANVIDIA Corporation Sale (partial)$1,001 - $15,000 Dec 19, 2022 Aug 3, 2020 ▲ 1745.8%+1596.8 pts vs S&P Filing
CHGGChegg, Inc Purchase$15,001 - $50,000 Sep 23, 2021 Aug 3, 2020 ▼ 99.2%−248.2 pts vs S&P Filing
DVNDevon Energy Purchase$1,001 - $15,000 Sep 23, 2021 Aug 3, 2020 ▲ 530.8%+381.8 pts vs S&P Filing
TJXTJX Companies Sale (full)$1,001 - $15,000 Sep 23, 2021 Jul 31, 2020 ▲ 194.8%+44.0 pts vs S&P Filing
GTMZoominfo Technologies Inc. Sale (full)$1,001 - $15,000 Sep 23, 2021 Jul 31, 2020 ▼ 89.5%−240.2 pts vs S&P Filing
BMYBristol Myers Squibb Sale (partial)$1,001 - $15,000 Dec 19, 2022 Jul 30, 2020 ▲ 36.9%−115.9 pts vs S&P Filing
DANDana Inc Sale (partial)$15,001 - $50,000 Dec 19, 2022 Jul 30, 2020 ▲ 121.3%−31.4 pts vs S&P Filing
DANDana Inc Sale (full)$15,001 - $50,000 Sep 23, 2021 Jul 30, 2020 ▲ 121.3%−31.4 pts vs S&P Filing
DVNDevon Energy Purchase$15,001 - $50,000 Sep 23, 2021 Jul 30, 2020 ▲ 546.6%+393.9 pts vs S&P Filing
BMYBristol Myers Squibb Sale (partial)$1,001 - $15,000 Dec 19, 2022 Jul 10, 2020 ▲ 40.3%−117.5 pts vs S&P Filing
IPInternational Paper Sale (partial)$15,001 - $50,000 Dec 19, 2022 Jul 10, 2020 ▲ 47.8%−110.0 pts vs S&P Filing
JPMJPMorgan Chase Sale (partial)$1,001 - $15,000 Dec 19, 2022 Jul 10, 2020 ▲ 314.4%+156.6 pts vs S&P Filing
NVDANVIDIA Corporation Sale (partial)$1,001 - $15,000 Dec 19, 2022 Jul 10, 2020 ▲ 1839.3%+1681.5 pts vs S&P Filing
IPInternational Paper Sale (full)$15,001 - $50,000 Sep 23, 2021 Jul 10, 2020 ▲ 47.8%−110.0 pts vs S&P Filing
JPMJPMorgan Chase Sale (full)$1,001 - $15,000 Sep 23, 2021 Jul 10, 2020 ▲ 314.4%+156.6 pts vs S&P Filing
CHGGChegg, Inc Purchase$1,001 - $15,000 Sep 23, 2021 Jun 15, 2020 ▼ 98.9%−266.7 pts vs S&P Filing
LOWLowe's Purchase$1,001 - $15,000 Sep 23, 2021 Jun 15, 2020 ▲ 92.8%−75.0 pts vs S&P Filing
MARMarriott International Purchase$1,001 - $15,000 Sep 23, 2021 Jun 15, 2020 ▲ 378.3%+210.5 pts vs S&P Filing
TJXTJX Companies Purchase$1,001 - $15,000 Sep 23, 2021 Jun 15, 2020 ▲ 191.4%+23.6 pts vs S&P Filing
GTMZoominfo Technologies Inc. Purchase$1,001 - $15,000 Sep 23, 2021 Jun 15, 2020 ▼ 91.4%−259.2 pts vs S&P Filing
BABoeing Sale (partial)$15,001 - $50,000 Dec 19, 2022 Jun 3, 2020 ▲ 1.3%−162.1 pts vs S&P Filing
NVDANVIDIA Corporation Sale (partial)$15,001 - $50,000 Dec 19, 2022 Jun 3, 2020 ▲ 2218.4%+2055.0 pts vs S&P Filing
AMDAdvanced Micro Devices Sale (full)$15,001 - $50,000 Sep 23, 2021 Jun 3, 2020 ▲ 785.3%+621.9 pts vs S&P Filing
BABoeing Sale (full)$15,001 - $50,000 Sep 23, 2021 Jun 3, 2020 ▲ 1.3%−162.1 pts vs S&P Filing
GMGeneral Motors Purchase$1,001 - $15,000 Sep 23, 2021 Jun 3, 2020 ▲ 222.8%+59.4 pts vs S&P Filing
JPMJPMorgan Chase Sale (full)$1,001 - $15,000 Sep 23, 2021 May 11, 2020 ▲ 347.7%+166.6 pts vs S&P Filing
DISThe Walt Disney Company Sale (full)$1,001 - $15,000 Sep 23, 2021 May 11, 2020 ▲ 8.3%−172.9 pts vs S&P Filing
AXPAmerican Express Sale (full)$15,001 - $50,000 Sep 23, 2021 May 5, 2020 ▲ 310.3%+123.0 pts vs S&P Filing
DALDelta Air Lines Sale (full)$1,001 - $15,000 Sep 23, 2021 May 4, 2020 ▲ 284.0%+94.0 pts vs S&P Filing
DDDuPont Sale (full)$15,001 - $50,000 Sep 23, 2021 Apr 29, 2020 ▲ 164.7%−15.8 pts vs S&P Filing
IPInternational Paper Purchase$15,001 - $50,000 Sep 23, 2021 Apr 29, 2020 ▲ 42.0%−138.4 pts vs S&P Filing
CATCaterpillar Inc. Sale (full)$15,001 - $50,000 Sep 23, 2021 Apr 14, 2020 ▲ 497.7%+307.9 pts vs S&P Filing
GLWCorning Inc. Purchase$1,001 - $15,000 Sep 23, 2021 Apr 14, 2020 ▲ 602.0%+412.2 pts vs S&P Filing
DANDana Inc Purchase$1,001 - $15,000 Sep 23, 2021 Apr 14, 2020 ▲ 186.3%−3.4 pts vs S&P Filing
FFord Motor Company Sale (full)$1,001 - $15,000 Sep 23, 2021 Apr 14, 2020 ▲ 224.8%+35.0 pts vs S&P Filing
GMGeneral Motors Purchase$1,001 - $15,000 Sep 23, 2021 Apr 14, 2020 ▲ 308.3%+118.6 pts vs S&P Filing
IPInternational Paper Purchase$1,001 - $15,000 Sep 23, 2021 Apr 14, 2020 ▲ 54.5%−135.3 pts vs S&P Filing
TREELendingtree, Inc. Purchase$15,001 - $50,000 Sep 23, 2021 Apr 14, 2020 ▼ 86.4%−276.1 pts vs S&P Filing
DDDuPont Sale (partial)$1,001 - $15,000 Dec 19, 2022 Mar 20, 2020 ▲ 305.2%+45.8 pts vs S&P Filing
WMWaste Management Sale (partial)$1,001 - $15,000 Dec 19, 2022 Mar 20, 2020 ▲ 168.8%−90.6 pts vs S&P Filing
GLWCorning Inc. Sale (full)$15,001 - $50,000 Sep 23, 2021 Mar 20, 2020 ▲ 670.5%+411.1 pts vs S&P Filing
JPMJPMorgan Chase Purchase$1,001 - $15,000 Sep 23, 2021 Mar 20, 2020 ▲ 387.4%+128.0 pts vs S&P Filing
MSFTMicrosoft Corporation Purchase$1,001 - $15,000 Sep 23, 2021 Mar 20, 2020 ▲ 290.3%+30.8 pts vs S&P Filing
NVDANVIDIA Corporation Purchase$15,001 - $50,000 Sep 23, 2021 Mar 20, 2020 ▲ 3852.7%+3593.3 pts vs S&P Filing
URIUnited Rentals Purchase$1,001 - $15,000 Sep 23, 2021 Mar 20, 2020 ▲ 1641.8%+1382.4 pts vs S&P Filing
WMWaste Management Sale (full)$1,001 - $15,000 Sep 23, 2021 Mar 20, 2020 ▲ 168.8%−90.6 pts vs S&P Filing
AAPLApple Inc. Purchase$1,001 - $15,000 Sep 23, 2021 Mar 10, 2020 ▲ 391.6%+204.8 pts vs S&P Filing
DALDelta Air Lines Purchase$1,001 - $15,000 Sep 23, 2021 Mar 10, 2020 ▲ 90.6%−96.2 pts vs S&P Filing
XYZBlock, Inc. Purchase$1,001 - $15,000 Sep 23, 2021 Mar 10, 2020 ▲ 14.6%−172.2 pts vs S&P Filing
AMDAdvanced Micro Devices Purchase$1,001 - $15,000 Sep 23, 2021 Mar 3, 2020 ▲ 898.6%+723.1 pts vs S&P Filing
TREELendingtree, Inc. Purchase$15,001 - $50,000 Sep 23, 2021 Mar 3, 2020 ▼ 89.8%−265.3 pts vs S&P Filing
NVDANVIDIA Corporation Purchase$15,001 - $50,000 Sep 23, 2021 Mar 3, 2020 ▲ 2958.6%+2783.1 pts vs S&P Filing
XYZBlock, Inc. Purchase$1,001 - $15,000 Sep 23, 2021 Mar 3, 2020 ▼ 2.2%−177.7 pts vs S&P Filing
NVDANVIDIA Corporation Sale (full)$100,001 - $250,000 Dec 19, 2022 Mar 2, 2020 ▲ 2842.0%+2674.4 pts vs S&P Filing
AAPLApple Inc. Purchase$1,001 - $15,000 Sep 23, 2021 Mar 2, 2020 ▲ 369.4%+201.8 pts vs S&P Filing
BABoeing Purchase$15,001 - $50,000 Sep 23, 2021 Mar 2, 2020 ▼ 39.4%−207.0 pts vs S&P Filing
CVSCVS Health Purchase$1,001 - $15,000 Sep 23, 2021 Mar 2, 2020 ▲ 71.7%−95.9 pts vs S&P Filing
DANDana Inc Purchase$1,001 - $15,000 Sep 23, 2021 Mar 2, 2020 ▲ 82.7%−84.9 pts vs S&P Filing
GMGeneral Motors Purchase$15,001 - $50,000 Sep 23, 2021 Mar 2, 2020 ▲ 202.3%+34.7 pts vs S&P Filing
TREELendingtree, Inc. Purchase$1,001 - $15,000 Sep 23, 2021 Mar 2, 2020 ▼ 90.5%−258.1 pts vs S&P Filing
NVDANVIDIA Corporation Sale (full)$100,001 - $250,000 Sep 23, 2021 Mar 2, 2020 ▲ 2842.0%+2674.4 pts vs S&P Filing
NVDANVIDIA Corporation Purchase$15,001 - $50,000 Sep 23, 2021 Mar 2, 2020 ▲ 2842.0%+2674.4 pts vs S&P Filing
VVisa Inc. Purchase$1,001 - $15,000 Sep 23, 2021 Mar 2, 2020 ▲ 131.9%−35.7 pts vs S&P Filing
WMTWalmart Sale (partial)$1,001 - $15,000 Sep 23, 2021 Mar 2, 2020 ▲ 262.0%+94.4 pts vs S&P Filing
METMetLife Sale (full)$1,001 - $15,000 Sep 23, 2021 Feb 25, 2020 ▲ 162.6%−1.9 pts vs S&P Filing
GEGE Aerospace Sale (full)$1,001 - $15,000 Dec 19, 2022 Feb 24, 2020 ▲ 451.6%+295.0 pts vs S&P Filing
AZNAstrazeneca PLC Sale (full)$15,001 - $50,000 Sep 23, 2021 Feb 24, 2020 — 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% −0.3% 48% 256 −0.8% (256)
Purchases 90 days −1.1% −1.5% 47% 256 −2.2% (256)
Sales 30 days +1.1% +0.9% 55% 315 +0.3% (315)
Sales 90 days +1.3% −0.2% 50% 315 +0.5% (315)

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