Van Taylor: stock trades

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

Activity

Top sectors

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

Energy19% of trades 60 trades: 4 purchases, 56 sales
Consumer Staples12% of trades 38 trades: 9 purchases, 29 sales
Financials12% of trades 36 trades: 7 purchases, 29 sales
Health Care10% of trades 32 trades: 4 purchases, 28 sales
Industrials9% of trades 29 trades: 2 purchases, 27 sales
Technology9% of trades 27 trades: 1 purchases, 26 sales

Would copying Van Taylor’s trades have beaten the S&P 500?

Copying Van Taylor’s disclosed holdings (starting from the holdings in each annual disclosure report once it was published, then adding purchases and taking off sales as each trade report became public, sized by the amounts reported, with call options counted as the stock until they expired) would have turned $10,000 on February 19, 2019 into $36,478 by November 2, 2026, against $30,510 in the S&P 500: +18.3% a year against +15.6%, with a beta of 0.65. Selling each purchase after 6 months instead would have made +3.6% a year. Six months after each report, the average share purchase was −0.1% against the S&P 500 (median +2.2%), and 61% beat it, too few months of reports to tell skill from luck. Measured from the trade date instead, the member’s own timing, the average was −0.1%. Reports arrived a median of 21 days after the trade. 4 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 Van TaylorS&P 500, buy and hold $10,000 copying Van Taylor’s disclosed holdings from February 19, 2019, 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. 47 call option trades count as the stock until they expire.

Van Taylor: 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	31	+0.7%	+2.1%	61%	0.32	Not enough data
Purchases, 6 months after the report	31	−0.1%	+2.2%	61%	-0.04	Not enough data
Purchases, 3 months after the trade	31	+1.6%	+4.5%	65%	0.75	Not enough data
Purchases, 6 months after the trade	31	−0.1%	+6.1%	61%	-0.04	Not enough data
Sales, 6 months after the report	233	−0.5%	+0.8%	49%	-0.48	No reliable evidence

Return a year, copying: +18.3%
S&P 500, same dates: +15.6%
Yearly swing (S&P 500): 22% (19%)
Sharpe ratio (S&P 500): 0.75 (0.70)
Biggest drop (S&P 500): −43% (−34%)
Market sensitivity (beta): 0.65

“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 Van Taylor 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.

Van Taylor: companies traded

XOMExxonMobil	4$46,004–$165,000	46$1.6M–$6.7M	Jan 10, 2019	Nov 28, 2022	—
KOThe Coca-Cola Company	1$1,001–$15,000	5$19,005–$110,000	Jan 7, 2019	Mar 25, 2019	▲ 165.4%−36.3 pts vs S&P
MOAltria	0	5$19,005–$110,000	Jan 7, 2019	Mar 25, 2019	—
GOOGLAlphabet Inc. (Class A)	0	4$32,004–$130,000	Mar 25, 2019	Mar 25, 2019	—
METAMeta Platforms	2$2,002–$30,000	2$30,002–$100,000	Jan 4, 2019	Mar 25, 2019	▲ 344.0%+110.1 pts vs S&P
PYPLPayPal	2$2,002–$30,000	2$16,002–$65,000	Jan 4, 2019	Mar 25, 2019	▼ 31.1%−265.0 pts vs S&P
REGNRegeneron Pharmaceuticals	0	4$18,004–$95,000	Jan 22, 2019	Mar 25, 2019	—
UPSUnited Parcel Service	1$1,001–$15,000	3$17,003–$80,000	Jan 14, 2019	Mar 25, 2019	▲ 52.4%−175.0 pts vs S&P
VZVerizon	0	4$18,004–$95,000	Jan 14, 2019	Mar 25, 2019	—
ABBVAbbVie	2$2,002–$30,000	1$15,001–$50,000	Jan 7, 2019	Mar 25, 2019	▲ 346.0%+114.7 pts vs S&P
BLKBlackRock	0	3$3,003–$45,000	Mar 19, 2019	Mar 25, 2019	—
BTIBritish American Tobacco P.l.c.	2$2,002–$30,000	1$15,001–$50,000	Jan 29, 2019	Mar 25, 2019	—
CVXChevron Corporation	0	3$516,003–$1.1M	Mar 25, 2019	Nov 28, 2022	—
DDominion Energy	1$1,001–$15,000	2$16,002–$65,000	Jan 29, 2019	Mar 25, 2019	▲ 38.4%−181.6 pts vs S&P
DISThe Walt Disney Company	1$1,001–$15,000	2$251,002–$515,000	Jan 22, 2019	Mar 13, 2020	▲ 6.8%−213.9 pts vs S&P
MSFTMicrosoft Corporation	0	3$66,003–$165,000	Mar 25, 2019	Mar 25, 2019	—
NVDANVIDIA Corporation	1$1,001–$15,000	2$2,002–$30,000	Jan 30, 2019	Mar 25, 2019	▲ 5846.1%+5631.1 pts vs S&P
ORCLOracle Corporation	0	3$17,003–$80,000	Feb 8, 2019	Mar 25, 2019	—
PGProcter & Gamble	1$1,001–$15,000	2$2,002–$30,000	Jan 7, 2019	Mar 25, 2019	▲ 118.1%−113.2 pts vs S&P
PMPhilip Morris International	1$1,001–$15,000	2$16,002–$65,000	Jan 14, 2019	Mar 25, 2019	▲ 341.4%+114.0 pts vs S&P
VVisa Inc.	1$1,001–$15,000	2$30,002–$100,000	Jan 23, 2019	Mar 25, 2019	▲ 228.1%+8.1 pts vs S&P
AAPAdvance Auto Parts Inc	1$1,001–$15,000	1$1,001–$15,000	Mar 18, 2019	Mar 25, 2019	▼ 65.8%−263.0 pts vs S&P
AAPLApple Inc.	0	2$30,002–$100,000	Mar 25, 2019	Mar 25, 2019	—
ADBEAdobe Inc.	0	2$30,002–$100,000	Mar 25, 2019	Mar 25, 2019	—
ADPAutomatic Data Processing	0	2$16,002–$65,000	Jan 16, 2019	Mar 25, 2019	—
AEPAmerican Electric Power	0	2$2,002–$30,000	Mar 4, 2019	Mar 25, 2019	—
ALGNAlign Technology	1$1,001–$15,000	1$15,001–$50,000	Mar 4, 2019	Mar 25, 2019	▼ 39.9%−241.5 pts vs S&P
AZNAstrazeneca PLC	0	2$2,002–$30,000	Jan 7, 2019	Jan 14, 2019	—
BMYBristol Myers Squibb	0	2$200,002–$500,000	Mar 13, 2020	Nov 28, 2022	—
BUDAnheuser-busch Inbev SA	1$1,001–$15,000	1$1,001–$15,000	Jan 4, 2019	Mar 25, 2019	—
CCICrown Castle	0	2$16,002–$65,000	Mar 25, 2019	Mar 25, 2019	—
CMGChipotle Mexican Grill	0	2$2,002–$30,000	Jan 11, 2019	Mar 25, 2019	—
CNMDConmed Corp	1$1,001–$15,000	1$1,001–$15,000	Feb 15, 2019	Mar 25, 2019	▼ 31.1%−235.0 pts vs S&P
COSTCostco	1$1,001–$15,000	1$1,001–$15,000	Jan 4, 2019	Mar 25, 2019	▲ 460.6%+226.6 pts vs S&P
DUKDuke Energy	0	2$16,002–$65,000	Mar 25, 2019	Mar 25, 2019	—
ECLEcolab	0	2$2,002–$30,000	Mar 1, 2019	Mar 25, 2019	—
EWBCEast West Bancorp Inc	1$1,001–$15,000	1$1,001–$15,000	Jan 23, 2019	Mar 25, 2019	—
FNFFidelity National Financial, Inc.	1$1,001–$15,000	1$1,001–$15,000	Jan 4, 2019	Mar 25, 2019	▲ 90.0%−143.9 pts vs S&P
GSKGSK plc	0	2$30,002–$100,000	Mar 25, 2019	Mar 25, 2019	—
HASHasbro	0	2$2,002–$30,000	Mar 25, 2019	Mar 25, 2019	—
HBANHuntington Bancshares	1$1,001–$15,000	1$1,001–$15,000	Feb 22, 2019	Mar 25, 2019	▲ 58.8%−143.2 pts vs S&P
HONHoneywell Technologies	1$1,001–$15,000	1$15,001–$50,000	Feb 4, 2019	Mar 25, 2019	▲ 79.3%−130.6 pts vs S&P
JNJJohnson & Johnson	0	2$2,002–$30,000	Mar 25, 2019	Mar 25, 2019	—
KHCKraft Heinz	1$1,001–$15,000	1$1,001–$15,000	Jan 7, 2019	Feb 22, 2019	▼ 18.8%−250.1 pts vs S&P
KMBKimberly-Clark	1$1,001–$15,000	1$1,001–$15,000	Jan 14, 2019	Mar 25, 2019	▲ 23.4%−204.0 pts vs S&P
LLYLilly (Eli)	0	2$1.5M–$6M	Mar 13, 2020	Nov 28, 2022	—
MKCMcCormick & Company	0	2$2,002–$30,000	Jan 7, 2019	Mar 25, 2019	—
NEUNewmarket Corp	0	2$2,002–$30,000	Jan 9, 2019	Mar 25, 2019	—
OHIOmega Healthcare Investors Inc	0	2$2,002–$30,000	Feb 13, 2019	Mar 25, 2019	—
ORLYO'Reilly Automotive	0	2$16,002–$65,000	Jan 4, 2019	Mar 25, 2019	—
OXYOccidental Petroleum	0	2$2,002–$30,000	Mar 25, 2019	Nov 28, 2022	—
PORPortland General Electric Co	1$1,001–$15,000	1$1,001–$15,000	Feb 28, 2019	Mar 25, 2019	▲ 23.4%−179.0 pts vs S&P
PPLPPL Corporation	1$1,001–$15,000	1$15,001–$50,000	Mar 4, 2019	Mar 25, 2019	▲ 54.4%−147.2 pts vs S&P
SCHWCharles Schwab Corporation	1$1,001–$15,000	1$1,001–$15,000	Jan 23, 2019	Mar 25, 2019	▲ 109.1%−110.8 pts vs S&P
SOSouthern Company	1$1,001–$15,000	1$15,001–$50,000	Jan 7, 2019	Mar 25, 2019	▲ 186.4%−44.9 pts vs S&P
TXNTexas Instruments	0	2$2,002–$30,000	Mar 25, 2019	Mar 25, 2019	—
VODVodafone Group Public LTD Co	0	2$2,002–$30,000	Mar 4, 2019	Mar 25, 2019	—
YUMCYum China Holdings, Inc.	0	2$2,002–$30,000	Feb 8, 2019	Mar 25, 2019	—
ZTSZoetis	0	2$16,002–$65,000	Mar 25, 2019	Mar 25, 2019	—
ACNAccenture	0	1$15,001–$50,000	Mar 25, 2019	Mar 25, 2019	—

The 60 most traded of 174 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 314 trades; every trade is in the reports below. Click a column heading to sort.

Van Taylor: trades in companies we cover
					Report
BMYBristol Myers Squibb	Sale (partial)$100,001 - $250,000	Dec 26, 2022	Nov 28, 2022	▼ 5.0%−105.1 pts vs S&P	Filing for BMY on Nov 28, 2022
CVXChevron Corporation	Sale (partial)$500,001 - $1,000,000	Dec 26, 2022	Nov 28, 2022	▲ 48.9%−51.2 pts vs S&P	Filing for CVX on Nov 28, 2022
LLYLilly (Eli)	Sale (partial)$1,000,001 - $5,000,000	Dec 26, 2022	Nov 28, 2022	▲ 296.9%+196.9 pts vs S&P	Filing for LLY on Nov 28, 2022
XOMExxonMobil	Sale (partial)$1,000,001 - $5,000,000	Dec 26, 2022	Nov 28, 2022	▲ 85.0%−15.0 pts vs S&P	Filing for XOM on Nov 28, 2022
MCOMoody's Corporation	Sale (full)$250,001 - $500,000	Dec 26, 2022	Nov 28, 2022	▲ 79.0%−21.1 pts vs S&P	Filing for MCO on Nov 28, 2022
OXYOccidental Petroleum	Sale (full)$1,001 - $15,000	Dec 26, 2022	Nov 28, 2022	▼ 5.0%−105.0 pts vs S&P	Filing for OXY on Nov 28, 2022
ZBHZimmer Biomet	Sale (full)$100,001 - $250,000	Dec 26, 2022	Nov 28, 2022	▼ 14.2%−114.3 pts vs S&P	Filing for ZBH on Nov 28, 2022
RNGRRanger Energy Services, Inc.	Exchange$15,001 - $50,000	Jan 14, 2022	Dec 17, 2021	—	Filing for RNGR on Dec 17, 2021
GEGE Aerospace	Sale (full)$15,001 - $50,000	Apr 13, 2020	Mar 17, 2020	▲ 823.1%+595.9 pts vs S&P	Filing for GE on Mar 17, 2020
GPCGenuine Parts Company	Sale (full)$50,001 - $100,000	Apr 13, 2020	Mar 17, 2020	▲ 96.1%−131.1 pts vs S&P	Filing for GPC on Mar 17, 2020
MCDMcDonald's	Sale (full)$250,001 - $500,000	Apr 13, 2020	Mar 17, 2020	▲ 109.5%−117.7 pts vs S&P	Filing for MCD on Mar 17, 2020
WMTWalmart	Sale (full)$250,001 - $500,000	Apr 13, 2020	Mar 17, 2020	▲ 251.8%+24.6 pts vs S&P	Filing for WMT on Mar 17, 2020
BMYBristol Myers Squibb	Sale (full)$100,001 - $250,000	Jun 10, 2020	Mar 13, 2020	▲ 48.9%−158.3 pts vs S&P	Filing for BMY on Mar 13, 2020
LLYLilly (Eli)	Sale (full)$500,001 - $1,000,000	Jun 10, 2020	Mar 13, 2020	▲ 987.9%+780.7 pts vs S&P	Filing for LLY on Mar 13, 2020
DISThe Walt Disney Company	Sale (full)$250,001 - $500,000	Jun 10, 2020	Mar 13, 2020	▲ 13.8%−193.3 pts vs S&P	Filing for DIS on Mar 13, 2020
XOMExxonMobil	Sale (full)$500,001 - $1,000,000	Apr 13, 2020	Mar 13, 2020	▲ 526.2%+319.1 pts vs S&P	Filing for XOM on Mar 13, 2020
XOMExxonMobil	Sale (full) (option)$1,001 - $15,000	Apr 13, 2020	Mar 6, 2020	—	Filing for XOM on Mar 6, 2020
XOMExxonMobil	Sale (full) (option)$1,001 - $15,000	Mar 7, 2020	Feb 27, 2020	—	Filing for XOM on Feb 27, 2020
XOMExxonMobil	Sale (full) (option)$1,001 - $15,000	Mar 7, 2020	Feb 19, 2020	—	Filing for XOM on Feb 19, 2020
XOMExxonMobil	Sale (full) (option)$1,001 - $15,000	Mar 7, 2020	Feb 7, 2020	—	Filing for XOM on Feb 7, 2020
XOMExxonMobil	Sale (full) (option)$1,001 - $15,000	Feb 7, 2020	Jan 29, 2020	—	Filing for XOM on Jan 29, 2020
XOMExxonMobil	Sale (full) (option)$1,001 - $15,000	Feb 7, 2020	Jan 21, 2020	—	Filing for XOM on Jan 21, 2020
XOMExxonMobil	Sale (full) (option)$1,001 - $15,000	Feb 7, 2020	Jan 10, 2020	—	Filing for XOM on Jan 10, 2020
XOMExxonMobil	Sale (full) (option)$1,001 - $15,000	Feb 7, 2020	Jan 2, 2020	—	Filing for XOM on Jan 2, 2020
XOMExxonMobil	Sale (full) (option)$1,001 - $15,000	Jan 7, 2020	Dec 19, 2019	—	Filing for XOM on Dec 19, 2019
XOMExxonMobil	Sale (full) (option)$1,001 - $15,000	Jan 7, 2020	Dec 10, 2019	—	Filing for XOM on Dec 10, 2019
XOMExxonMobil	Sale (full) (option)$1,001 - $15,000	Jan 7, 2020	Dec 3, 2019	—	Filing for XOM on Dec 3, 2019
XOMExxonMobil	Sale (full) (option)$1,001 - $15,000	Dec 9, 2019	Nov 25, 2019	—	Filing for XOM on Nov 25, 2019
XOMExxonMobil	Sale (full) (option)$1,001 - $15,000	Dec 9, 2019	Nov 19, 2019	—	Filing for XOM on Nov 19, 2019
XOMExxonMobil	Sale (full) (option)$1,001 - $15,000	Dec 9, 2019	Nov 7, 2019	—	Filing for XOM on Nov 7, 2019
XOMExxonMobil	Purchase (option)$1,001 - $15,000	Dec 9, 2019	Nov 7, 2019	—	Filing for XOM on Nov 7, 2019
XOMExxonMobil	Sale (full) (option)$1,001 - $15,000	Nov 6, 2019	Oct 30, 2019	—	Filing for XOM on Oct 30, 2019
XOMExxonMobil	Sale (full) (option)$1,001 - $15,000	Nov 6, 2019	Oct 16, 2019	—	Filing for XOM on Oct 16, 2019
XOMExxonMobil	Sale (full) (option)$1,001 - $15,000	Nov 6, 2019	Oct 9, 2019	—	Filing for XOM on Oct 9, 2019
XOMExxonMobil	Sale (full) (option)$1,001 - $15,000	Nov 6, 2019	Oct 3, 2019	—	Filing for XOM on Oct 3, 2019
XOMExxonMobil	Sale (full) (option)$1,001 - $15,000	Oct 8, 2019	Sep 20, 2019	—	Filing for XOM on Sep 20, 2019
XOMExxonMobil	Sale (full) (option)$1,001 - $15,000	Oct 8, 2019	Sep 20, 2019	—	Filing for XOM on Sep 20, 2019
XOMExxonMobil	Sale (full) (option)$1,001 - $15,000	Oct 8, 2019	Sep 3, 2019	—	Filing for XOM on Sep 3, 2019
XOMExxonMobil	Sale (full) (option)$1,001 - $15,000	Sep 5, 2019	Aug 23, 2019	—	Filing for XOM on Aug 23, 2019
XOMExxonMobil	Sale (full) (option)$1,001 - $15,000	Sep 5, 2019	Aug 16, 2019	—	Filing for XOM on Aug 16, 2019
OXYOccidental Petroleum	Exchange$1,001 - $15,000	Sep 5, 2019	Aug 9, 2019	—	Filing for OXY on Aug 9, 2019
XOMExxonMobil	Sale (full) (option)$1,001 - $15,000	Aug 7, 2019	Jul 26, 2019	—	Filing for XOM on Jul 26, 2019
XOMExxonMobil	Sale (full) (option)$1,001 - $15,000	Aug 7, 2019	Jul 17, 2019	—	Filing for XOM on Jul 17, 2019
XOMExxonMobil	Sale (full) (option)$1,001 - $15,000	Jul 9, 2019	Jun 27, 2019	—	Filing for XOM on Jun 27, 2019
XOMExxonMobil	Sale (full) (option)$1,001 - $15,000	Jul 9, 2019	Jun 14, 2019	—	Filing for XOM on Jun 14, 2019
XOMExxonMobil	Sale (full) (option)$1,001 - $15,000	Jul 9, 2019	Jun 3, 2019	—	Filing for XOM on Jun 3, 2019
XOMExxonMobil	Sale (full) (option)$1,001 - $15,000	Jun 17, 2019	May 24, 2019	—	Filing for XOM on May 24, 2019
XOMExxonMobil	Sale (full) (option)$1,001 - $15,000	Jun 17, 2019	May 24, 2019	—	Filing for XOM on May 24, 2019
ABBVAbbVie	Sale (full)$15,001 - $50,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 400.8%+200.1 pts vs S&P	Filing for ABBV on Mar 25, 2019
ACNAccenture	Sale (full)$15,001 - $50,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 79.8%−121.0 pts vs S&P	Filing for ACN on Mar 25, 2019
GOLFAcushnet Holdings Corp.	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 337.4%+136.7 pts vs S&P	Filing for GOLF on Mar 25, 2019
ADBEAdobe Inc.	Sale (full)$15,001 - $50,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▼ 4.1%−204.8 pts vs S&P	Filing for ADBE on Mar 25, 2019
ADBEAdobe Inc.	Sale (full)$15,001 - $50,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▼ 4.1%−204.8 pts vs S&P	Filing for ADBE on Mar 25, 2019
AAPAdvance Auto Parts Inc	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▼ 67.1%−267.8 pts vs S&P	Filing for AAP on Mar 25, 2019
ADCAgree Realty Corp	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 37.1%−163.6 pts vs S&P	Filing for ADC on Mar 25, 2019
AKAMAkamai Technologies	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 25.4%−175.3 pts vs S&P	Filing for AKAM on Mar 25, 2019
ALKAlaska AIR Group, Inc.	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▼ 27.0%−227.7 pts vs S&P	Filing for ALK on Mar 25, 2019
AINAlbany International Corp	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 14.8%−185.9 pts vs S&P	Filing for AIN on Mar 25, 2019
ALBAlbemarle Corporation	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 22.7%−178.0 pts vs S&P	Filing for ALB on Mar 25, 2019
BABAAlibaba Group Holding Ltd	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	—	Filing for BABA on Mar 25, 2019
ALGNAlign Technology	Sale (full)$15,001 - $50,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▼ 43.1%−243.8 pts vs S&P	Filing for ALGN on Mar 25, 2019
LNTAlliant Energy	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 95.5%−105.2 pts vs S&P	Filing for LNT on Mar 25, 2019
GOOGLAlphabet Inc. (Class A)	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 370.4%+169.7 pts vs S&P	Filing for GOOGL on Mar 25, 2019
GOOGLAlphabet Inc. (Class A)	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 370.4%+169.7 pts vs S&P	Filing for GOOGL on Mar 25, 2019
GOOGLAlphabet Inc. (Class A)	Sale (full)$15,001 - $50,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 370.4%+169.7 pts vs S&P	Filing for GOOGL on Mar 25, 2019
GOOGLAlphabet Inc. (Class A)	Sale (full)$15,001 - $50,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 370.4%+169.7 pts vs S&P	Filing for GOOGL on Mar 25, 2019
MOAltria	Sale (full)$15,001 - $50,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 143.0%−57.7 pts vs S&P	Filing for MO on Mar 25, 2019
MOAltria	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 143.0%−57.7 pts vs S&P	Filing for MO on Mar 25, 2019
AMZNAmazon	Sale (full)$15,001 - $50,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 176.9%−23.8 pts vs S&P	Filing for AMZN on Mar 25, 2019
AEPAmerican Electric Power	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 98.3%−102.4 pts vs S&P	Filing for AEP on Mar 25, 2019
AXPAmerican Express	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 232.8%+32.1 pts vs S&P	Filing for AXP on Mar 25, 2019
BUDAnheuser-busch Inbev SA	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	—	Filing for BUD on Mar 25, 2019
AAPLApple Inc.	Sale (full)$15,001 - $50,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 652.9%+452.2 pts vs S&P	Filing for AAPL on Mar 25, 2019
AAPLApple Inc.	Sale (full)$15,001 - $50,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 652.9%+452.2 pts vs S&P	Filing for AAPL on Mar 25, 2019
AGOAssured Guaranty LTD	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 83.7%−117.0 pts vs S&P	Filing for AGO on Mar 25, 2019
TAT&T	Sale (full)$15,001 - $50,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 56.7%−144.0 pts vs S&P	Filing for T on Mar 25, 2019
ALVAutoliv Inc	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 98.7%−102.1 pts vs S&P	Filing for ALV on Mar 25, 2019
ADPAutomatic Data Processing	Sale (full)$15,001 - $50,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 129.2%−71.5 pts vs S&P	Filing for ADP on Mar 25, 2019
AVYAvery Dennison	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 95.7%−105.1 pts vs S&P	Filing for AVY on Mar 25, 2019
BGSB&G Foods, Inc.	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▼ 80.0%−280.8 pts vs S&P	Filing for BGS on Mar 25, 2019
BCEBCE Inc	Sale (full)$15,001 - $50,000 · Spouse	Apr 15, 2019	Mar 25, 2019	—	Filing for BCE on Mar 25, 2019
BRK.BBerkshire Hathaway	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 178.8%−21.9 pts vs S&P	Filing for BRK.B on Mar 25, 2019
BIIBBiogen	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 13.1%−187.7 pts vs S&P	Filing for BIIB on Mar 25, 2019
BMRNBiomarin Pharmaceutical Inc	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▼ 35.1%−235.8 pts vs S&P	Filing for BMRN on Mar 25, 2019
BLKBlackRock	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 237.7%+37.0 pts vs S&P	Filing for BLK on Mar 25, 2019
BLKBlackRock	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 237.7%+37.0 pts vs S&P	Filing for BLK on Mar 25, 2019
BOKFBOK Financial Corp	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 103.3%−97.4 pts vs S&P	Filing for BOKF on Mar 25, 2019
BKNGBooking Holdings	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 124.5%−76.2 pts vs S&P	Filing for BKNG on Mar 25, 2019
BTIBritish American Tobacco P.l.c.	Sale (full)$15,001 - $50,000 · Spouse	Apr 15, 2019	Mar 25, 2019	—	Filing for BTI on Mar 25, 2019
BRBroadridge Financial Solutions	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 109.6%−91.1 pts vs S&P	Filing for BR on Mar 25, 2019
CMCanadian Imperial Bank Of Commerce	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	—	Filing for CM on Mar 25, 2019
CCLCarnival Corporation	Sale (full)$15,001 - $50,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▼ 43.7%−244.4 pts vs S&P	Filing for CCL on Mar 25, 2019
CATCaterpillar Inc.	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 445.2%+244.5 pts vs S&P	Filing for CAT on Mar 25, 2019
CATYCathay General Bancorp	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 157.2%−43.5 pts vs S&P	Filing for CATY on Mar 25, 2019
SCHWCharles Schwab Corporation	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 135.7%−65.0 pts vs S&P	Filing for SCHW on Mar 25, 2019
CVXChevron Corporation	Sale (full)$15,001 - $50,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 156.5%−44.2 pts vs S&P	Filing for CVX on Mar 25, 2019
CVXChevron Corporation	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 156.5%−44.2 pts vs S&P	Filing for CVX on Mar 25, 2019
CMGChipotle Mexican Grill	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 143.1%−57.6 pts vs S&P	Filing for CMG on Mar 25, 2019
CINFCincinnati Financial	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 162.3%−38.5 pts vs S&P	Filing for CINF on Mar 25, 2019
CSCOCisco	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 140.1%−60.7 pts vs S&P	Filing for CSCO on Mar 25, 2019
KOThe Coca-Cola Company	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 160.9%−39.8 pts vs S&P	Filing for KO on Mar 25, 2019
KOThe Coca-Cola Company	Sale (full)$15,001 - $50,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 160.9%−39.8 pts vs S&P	Filing for KO on Mar 25, 2019
KOThe Coca-Cola Company	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 160.9%−39.8 pts vs S&P	Filing for KO on Mar 25, 2019
CMCSAComcast	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▼ 18.3%−219.0 pts vs S&P	Filing for CMCSA on Mar 25, 2019
CNMDConmed Corp	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▼ 38.8%−239.5 pts vs S&P	Filing for CNMD on Mar 25, 2019
COSTCostco	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 386.6%+185.8 pts vs S&P	Filing for COST on Mar 25, 2019
CRCrane Co	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	—	Filing for CR on Mar 25, 2019
CCICrown Castle	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▼ 3.7%−204.4 pts vs S&P	Filing for CCI on Mar 25, 2019
CCICrown Castle	Sale (full)$15,001 - $50,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▼ 3.7%−204.4 pts vs S&P	Filing for CCI on Mar 25, 2019
CFRCullen/frost Bankers, Inc.	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 113.2%−87.5 pts vs S&P	Filing for CFR on Mar 25, 2019
DKDelek US Holdings, Inc.	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 152.3%−48.4 pts vs S&P	Filing for DK on Mar 25, 2019
DGDollar General	Sale (full)$15,001 - $50,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 27.6%−173.2 pts vs S&P	Filing for DG on Mar 25, 2019
DDominion Energy	Sale (full)$15,001 - $50,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 23.6%−177.1 pts vs S&P	Filing for D on Mar 25, 2019
DDominion Energy	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 23.6%−177.1 pts vs S&P	Filing for D on Mar 25, 2019
DCIDonaldson Co Inc	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 100.0%−100.7 pts vs S&P	Filing for DCI on Mar 25, 2019
DUKDuke Energy	Sale (full)$15,001 - $50,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 90.3%−110.4 pts vs S&P	Filing for DUK on Mar 25, 2019
DUKDuke Energy	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 90.3%−110.4 pts vs S&P	Filing for DUK on Mar 25, 2019
EWBCEast West Bancorp Inc	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	—	Filing for EWBC on Mar 25, 2019
EGPEastgroup Properties Inc	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 127.5%−73.2 pts vs S&P	Filing for EGP on Mar 25, 2019
ECLEcolab	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 91.8%−109.0 pts vs S&P	Filing for ECL on Mar 25, 2019
ENREnergizer Holdings, Inc.	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▼ 28.1%−228.8 pts vs S&P	Filing for ENR on Mar 25, 2019
EPREPR Properties	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 24.6%−176.1 pts vs S&P	Filing for EPR on Mar 25, 2019
EQIXEquinix	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 156.3%−44.4 pts vs S&P	Filing for EQIX on Mar 25, 2019
EVRGEvergy	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 98.9%−101.8 pts vs S&P	Filing for EVRG on Mar 25, 2019
XOMExxonMobil	Sale (full)$15,001 - $50,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 214.0%+13.3 pts vs S&P	Filing for XOM on Mar 25, 2019
METAMeta Platforms	Sale (full)$15,001 - $50,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 268.4%+67.6 pts vs S&P	Filing for META on Mar 25, 2019
METAMeta Platforms	Sale (full)$15,001 - $50,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 268.4%+67.6 pts vs S&P	Filing for META on Mar 25, 2019
FASTFastenal	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 312.4%+111.7 pts vs S&P	Filing for FAST on Mar 25, 2019
FNFFidelity National Financial, Inc.	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 66.5%−134.3 pts vs S&P	Filing for FNF on Mar 25, 2019
FTSFortis Inc.	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	—	Filing for FTS on Mar 25, 2019
FCPTFour Corners Property Trust, Inc.	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 19.4%−181.3 pts vs S&P	Filing for FCPT on Mar 25, 2019
BENFranklin Resources	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 44.2%−156.6 pts vs S&P	Filing for BEN on Mar 25, 2019
GRMNGarmin	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 284.8%+84.1 pts vs S&P	Filing for GRMN on Mar 25, 2019
ITGartner	Sale (full)$15,001 - $50,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 61.0%−139.7 pts vs S&P	Filing for IT on Mar 25, 2019
GDGeneral Dynamics	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 167.3%−33.4 pts vs S&P	Filing for GD on Mar 25, 2019
GISGeneral Mills	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▼ 8.1%−208.8 pts vs S&P	Filing for GIS on Mar 25, 2019
GSKGSK plc	Sale (full)$15,001 - $50,000 · Spouse	Apr 15, 2019	Mar 25, 2019	—	Filing for GSK on Mar 25, 2019
GSKGSK plc	Sale (full)$15,001 - $50,000 · Spouse	Apr 15, 2019	Mar 25, 2019	—	Filing for GSK on Mar 25, 2019
FULFuller H B Co	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 20.2%−180.6 pts vs S&P	Filing for FUL on Mar 25, 2019
HASHasbro	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 85.5%−115.2 pts vs S&P	Filing for HAS on Mar 25, 2019
HASHasbro	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 85.5%−115.2 pts vs S&P	Filing for HAS on Mar 25, 2019
HNIHNI Corp	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 79.0%−121.7 pts vs S&P	Filing for HNI on Mar 25, 2019
HDThe Home Depot	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 116.6%−84.1 pts vs S&P	Filing for HD on Mar 25, 2019
HMCHonda Motor Co LTD	Sale (full)$15,001 - $50,000 · Spouse	Apr 15, 2019	Mar 25, 2019	—	Filing for HMC on Mar 25, 2019
HONHoneywell Technologies	Sale (full)$15,001 - $50,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 69.2%−131.5 pts vs S&P	Filing for HON on Mar 25, 2019
HOPEHope Bancorp Inc	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 51.8%−148.9 pts vs S&P	Filing for HOPE on Mar 25, 2019
HUBBHubbell Incorporated	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 332.7%+132.0 pts vs S&P	Filing for HUBB on Mar 25, 2019
HBANHuntington Bancshares	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 82.8%−117.9 pts vs S&P	Filing for HBAN on Mar 25, 2019
HUNHuntsman Corp	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▼ 38.3%−239.0 pts vs S&P	Filing for HUN on Mar 25, 2019
IEXIDEX Corporation	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 76.2%−124.5 pts vs S&P	Filing for IEX on Mar 25, 2019
INGRIngredion Inc	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 33.2%−167.5 pts vs S&P	Filing for INGR on Mar 25, 2019
INTCIntel	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 31.2%−169.5 pts vs S&P	Filing for INTC on Mar 25, 2019
IVZInvesco	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 108.4%−92.3 pts vs S&P	Filing for IVZ on Mar 25, 2019
JRVRJames River Group Holdings, Inc.	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▼ 88.5%−289.2 pts vs S&P	Filing for JRVR on Mar 25, 2019
JNJJohnson & Johnson	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 143.4%−57.4 pts vs S&P	Filing for JNJ on Mar 25, 2019
JNJJohnson & Johnson	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 143.4%−57.4 pts vs S&P	Filing for JNJ on Mar 25, 2019
KMBKimberly-Clark	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 16.6%−184.1 pts vs S&P	Filing for KMB on Mar 25, 2019
KMIKinder Morgan	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	—	Filing for KMI on Mar 25, 2019
KLICKulicke & Soffa Industries Inc	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 266.5%+65.8 pts vs S&P	Filing for KLIC on Mar 25, 2019
LCIILCI Industries	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 78.9%−121.9 pts vs S&P	Filing for LCII on Mar 25, 2019
LDOSLeidos	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 154.6%−46.2 pts vs S&P	Filing for LDOS on Mar 25, 2019
LECOLincoln Electric Holdings Inc	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 298.4%+97.7 pts vs S&P	Filing for LECO on Mar 25, 2019
LINLinde plc	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 241.1%+40.4 pts vs S&P	Filing for LIN on Mar 25, 2019
LFUSLittelfuse Inc	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 132.3%−68.4 pts vs S&P	Filing for LFUS on Mar 25, 2019
LOWLowe's	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 138.1%−62.7 pts vs S&P	Filing for LOW on Mar 25, 2019
MAMastercard	Sale (full)$15,001 - $50,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 198.4%−2.3 pts vs S&P	Filing for MA on Mar 25, 2019
MKCMcCormick & Company	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▼ 20.3%−221.1 pts vs S&P	Filing for MKC on Mar 25, 2019
MPTMedical Properties Trust Inc	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▼ 79.4%−280.1 pts vs S&P	Filing for MPT on Mar 25, 2019
MRKMerck & Co.	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 137.8%−63.0 pts vs S&P	Filing for MRK on Mar 25, 2019
MSFTMicrosoft Corporation	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 361.6%+160.9 pts vs S&P	Filing for MSFT on Mar 25, 2019
MSFTMicrosoft Corporation	Sale (full)$15,001 - $50,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 361.6%+160.9 pts vs S&P	Filing for MSFT on Mar 25, 2019
MSFTMicrosoft Corporation	Sale (full)$50,001 - $100,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 361.6%+160.9 pts vs S&P	Filing for MSFT on Mar 25, 2019
MKSIMKS Inc	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 134.8%−65.9 pts vs S&P	Filing for MKSI on Mar 25, 2019
MSAMSA Safety Inc	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 102.9%−97.8 pts vs S&P	Filing for MSA on Mar 25, 2019
NHINational Health Investors Inc	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 36.4%−164.3 pts vs S&P	Filing for NHI on Mar 25, 2019
NNNNNN Reit, Inc.	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 14.4%−186.3 pts vs S&P	Filing for NNN on Mar 25, 2019
NMRKNewmark Group, Inc.	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 59.9%−140.8 pts vs S&P	Filing for NMRK on Mar 25, 2019
NEUNewmarket Corp	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 103.5%−97.3 pts vs S&P	Filing for NEU on Mar 25, 2019
NKENike, Inc.	Sale (full)$15,001 - $50,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▼ 46.7%−247.4 pts vs S&P	Filing for NKE on Mar 25, 2019
NDSNNordson Corporation	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 176.4%−24.3 pts vs S&P	Filing for NDSN on Mar 25, 2019
NSCNorfolk Southern	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 123.4%−77.3 pts vs S&P	Filing for NSC on Mar 25, 2019
NTNXNutanix, Inc.	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 59.6%−141.2 pts vs S&P	Filing for NTNX on Mar 25, 2019
NVDANVIDIA Corporation	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 4596.1%+4395.4 pts vs S&P	Filing for NVDA on Mar 25, 2019
OXYOccidental Petroleum	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 9.3%−191.4 pts vs S&P	Filing for OXY on Mar 25, 2019
OHIOmega Healthcare Investors Inc	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 125.4%−75.3 pts vs S&P	Filing for OHI on Mar 25, 2019
ORCLOracle Corporation	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 153.2%−47.6 pts vs S&P	Filing for ORCL on Mar 25, 2019
ORCLOracle Corporation	Sale (full)$15,001 - $50,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 153.2%−47.6 pts vs S&P	Filing for ORCL on Mar 25, 2019
ORLYO'Reilly Automotive	Sale (full)$15,001 - $50,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 252.6%+51.8 pts vs S&P	Filing for ORLY on Mar 25, 2019
PCARPaccar	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 196.7%−4.1 pts vs S&P	Filing for PCAR on Mar 25, 2019
PKGPackaging Corporation of America	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 239.6%+38.9 pts vs S&P	Filing for PKG on Mar 25, 2019
PANWPalo Alto Networks	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 772.6%+571.9 pts vs S&P	Filing for PANW on Mar 25, 2019
PAYXPaychex	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 86.5%−114.3 pts vs S&P	Filing for PAYX on Mar 25, 2019
PYPLPayPal	Sale (full)$15,001 - $50,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▼ 41.5%−242.2 pts vs S&P	Filing for PYPL on Mar 25, 2019
PYPLPayPal	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▼ 41.5%−242.2 pts vs S&P	Filing for PYPL on Mar 25, 2019
PEPPepsiCo	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 46.8%−153.9 pts vs S&P	Filing for PEP on Mar 25, 2019
PFEPfizer	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 10.8%−189.9 pts vs S&P	Filing for PFE on Mar 25, 2019
PMPhilip Morris International	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 243.8%+43.1 pts vs S&P	Filing for PM on Mar 25, 2019
PMPhilip Morris International	Sale (full)$15,001 - $50,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 243.8%+43.1 pts vs S&P	Filing for PM on Mar 25, 2019
PNCPNC Financial Services	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 156.5%−44.2 pts vs S&P	Filing for PNC on Mar 25, 2019
PORPortland General Electric Co	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 18.0%−182.7 pts vs S&P	Filing for POR on Mar 25, 2019
PPLPPL Corporation	Sale (full)$15,001 - $50,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 52.6%−148.2 pts vs S&P	Filing for PPL on Mar 25, 2019
PGProcter & Gamble	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 95.5%−105.2 pts vs S&P	Filing for PG on Mar 25, 2019
QCOMQualcomm	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 240.3%+39.6 pts vs S&P	Filing for QCOM on Mar 25, 2019
ORealty Income	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 17.8%−182.9 pts vs S&P	Filing for O on Mar 25, 2019
REGNRegeneron Pharmaceuticals	Sale (full)$15,001 - $50,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 145.7%−55.1 pts vs S&P	Filing for REGN on Mar 25, 2019
RPMRPM International Inc	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 117.2%−83.5 pts vs S&P	Filing for RPM on Mar 25, 2019
SLBSchlumberger	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 50.6%−150.1 pts vs S&P	Filing for SLB on Mar 25, 2019
SNASnap-on	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 195.0%−5.7 pts vs S&P	Filing for SNA on Mar 25, 2019
SOSouthern Company	Sale (full)$15,001 - $50,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 142.5%−58.2 pts vs S&P	Filing for SO on Mar 25, 2019
SBUXStarbucks	Sale (full)$15,001 - $50,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 70.2%−130.5 pts vs S&P	Filing for SBUX on Mar 25, 2019
STESteris	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 104.2%−96.5 pts vs S&P	Filing for STE on Mar 25, 2019
TSMTaiwan Semiconductor Manufacturing Co LTD	Sale (full)$15,001 - $50,000 · Spouse	Apr 15, 2019	Mar 25, 2019	—	Filing for TSM on Mar 25, 2019
SKTTanger Inc.	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 168.2%−32.5 pts vs S&P	Filing for SKT on Mar 25, 2019
TRGPTarga Resources	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 816.1%+615.3 pts vs S&P	Filing for TRGP on Mar 25, 2019
TGTTarget Corporation	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 148.4%−52.3 pts vs S&P	Filing for TGT on Mar 25, 2019
TFXTeleflex Inc	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▼ 50.8%−251.5 pts vs S&P	Filing for TFX on Mar 25, 2019
TXNTexas Instruments	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	—	Filing for TXN on Mar 25, 2019
TXNTexas Instruments	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	—	Filing for TXN on Mar 25, 2019
TMOThermo Fisher Scientific	Sale (full)$15,001 - $50,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 159.1%−41.6 pts vs S&P	Filing for TMO on Mar 25, 2019
UPSUnited Parcel Service	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 40.1%−160.6 pts vs S&P	Filing for UPS on Mar 25, 2019
UPSUnited Parcel Service	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 40.1%−160.6 pts vs S&P	Filing for UPS on Mar 25, 2019
UPSUnited Parcel Service	Sale (full)$15,001 - $50,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 40.1%−160.6 pts vs S&P	Filing for UPS on Mar 25, 2019
UNHUnitedHealth Group	Sale (full)$15,001 - $50,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 84.8%−115.9 pts vs S&P	Filing for UNH on Mar 25, 2019
VTRVentas	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 80.5%−120.2 pts vs S&P	Filing for VTR on Mar 25, 2019
VZVerizon	Sale (full)$15,001 - $50,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 16.2%−184.5 pts vs S&P	Filing for VZ on Mar 25, 2019
VZVerizon	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 16.2%−184.5 pts vs S&P	Filing for VZ on Mar 25, 2019
VETVermilion Energy Inc.	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	—	Filing for VET on Mar 25, 2019
VVisa Inc.	Sale (full)$15,001 - $50,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 193.2%−7.5 pts vs S&P	Filing for V on Mar 25, 2019
VVisa Inc.	Sale (full)$15,001 - $50,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 193.2%−7.5 pts vs S&P	Filing for V on Mar 25, 2019
VODVodafone Group Public LTD Co	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	—	Filing for VOD on Mar 25, 2019
GWWW. W. Grainger	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 422.7%+222.0 pts vs S&P	Filing for GWW on Mar 25, 2019
DISThe Walt Disney Company	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 9.6%−191.2 pts vs S&P	Filing for DIS on Mar 25, 2019
WASHWashington Trust Bancorp Inc	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 33.4%−167.4 pts vs S&P	Filing for WASH on Mar 25, 2019
WFCWells Fargo	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 118.5%−82.3 pts vs S&P	Filing for WFC on Mar 25, 2019
WELLWelltower	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 280.9%+80.2 pts vs S&P	Filing for WELL on Mar 25, 2019
WPPWPP plc	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	—	Filing for WPP on Mar 25, 2019
YUMCYum China Holdings, Inc.	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▲ 18.5%−182.2 pts vs S&P	Filing for YUMC on Mar 25, 2019
ZTSZoetis	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▼ 8.2%−208.9 pts vs S&P	Filing for ZTS on Mar 25, 2019
ZTSZoetis	Sale (full)$15,001 - $50,000 · Spouse	Apr 15, 2019	Mar 25, 2019	▼ 8.2%−208.9 pts vs S&P	Filing for ZTS on Mar 25, 2019
BLKBlackRock	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 19, 2019	▲ 222.8%+25.7 pts vs S&P	Filing for BLK on Mar 19, 2019
AAPAdvance Auto Parts Inc	Purchase$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 18, 2019	▼ 65.8%−263.0 pts vs S&P	Filing for AAP on Mar 18, 2019
XOMExxonMobil	Sale (full) (option)$1,001 - $15,000	Apr 15, 2019	Mar 14, 2019	—	Filing for XOM on Mar 14, 2019
XOMExxonMobil	Purchase (option)$15,001 - $50,000	Apr 15, 2019	Mar 14, 2019	—	Filing for XOM on Mar 14, 2019
XOMExxonMobil	Sale (full) (option)$1,001 - $15,000	Apr 15, 2019	Mar 7, 2019	—	Filing for XOM on Mar 7, 2019
XOMExxonMobil	Sale (full) (option)$1,001 - $15,000	Apr 15, 2019	Mar 7, 2019	—	Filing for XOM on Mar 7, 2019
XOMExxonMobil	Purchase (option)$15,001 - $50,000	Apr 15, 2019	Mar 7, 2019	—	Filing for XOM on Mar 7, 2019
REGNRegeneron Pharmaceuticals	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 7, 2019	▲ 136.9%−69.6 pts vs S&P	Filing for REGN on Mar 7, 2019
ALGNAlign Technology	Purchase$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 4, 2019	▼ 39.9%−241.5 pts vs S&P	Filing for ALGN on Mar 4, 2019
AEPAmerican Electric Power	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 4, 2019	▲ 107.8%−93.8 pts vs S&P	Filing for AEP on Mar 4, 2019
KOThe Coca-Cola Company	Purchase$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 4, 2019	▲ 165.4%−36.3 pts vs S&P	Filing for KO on Mar 4, 2019
PPLPPL Corporation	Purchase$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 4, 2019	▲ 54.4%−147.2 pts vs S&P	Filing for PPL on Mar 4, 2019
PGProcter & Gamble	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 4, 2019	▲ 101.7%−100.0 pts vs S&P	Filing for PG on Mar 4, 2019
VODVodafone Group Public LTD Co	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 4, 2019	—	Filing for VOD on Mar 4, 2019
ECLEcolab	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2019	Mar 1, 2019	▲ 96.7%−103.9 pts vs S&P	Filing for ECL on Mar 1, 2019
PORPortland General Electric Co	Purchase$1,001 - $15,000 · Spouse	Mar 14, 2019	Feb 28, 2019	▲ 23.4%−179.0 pts vs S&P	Filing for POR on Feb 28, 2019
NVDANVIDIA Corporation	Sale (full)$1,001 - $15,000 · Spouse	Mar 14, 2019	Feb 27, 2019	▲ 5156.6%+4954.8 pts vs S&P	Filing for NVDA on Feb 27, 2019
PYPLPayPal	Purchase$1,001 - $15,000 · Spouse	Mar 14, 2019	Feb 27, 2019	▼ 39.3%−241.1 pts vs S&P	Filing for PYPL on Feb 27, 2019
BTIBritish American Tobacco P.l.c.	Purchase$1,001 - $15,000 · Spouse	Mar 14, 2019	Feb 22, 2019	—	Filing for BTI on Feb 22, 2019
HBANHuntington Bancshares	Purchase$1,001 - $15,000 · Spouse	Mar 14, 2019	Feb 22, 2019	▲ 58.8%−143.2 pts vs S&P	Filing for HBAN on Feb 22, 2019
KHCKraft Heinz	Sale (full)$1,001 - $15,000 · Spouse	Mar 14, 2019	Feb 22, 2019	▲ 5.4%−196.6 pts vs S&P	Filing for KHC on Feb 22, 2019
XOMExxonMobil	Sale (full) (option)$1,001 - $15,000	Mar 14, 2019	Feb 21, 2019	—	Filing for XOM on Feb 21, 2019
XOMExxonMobil	Sale (full) (option)$1,001 - $15,000	Mar 14, 2019	Feb 21, 2019	—	Filing for XOM on Feb 21, 2019
XOMExxonMobil	Purchase (option)$15,001 - $50,000	Mar 14, 2019	Feb 21, 2019	—	Filing for XOM on Feb 21, 2019
CNMDConmed Corp	Purchase$1,001 - $15,000 · Spouse	Mar 14, 2019	Feb 15, 2019	▼ 31.1%−235.0 pts vs S&P	Filing for CNMD on Feb 15, 2019
XOMExxonMobil	Sale (full) (option)$1,001 - $15,000	Mar 14, 2019	Feb 15, 2019	—	Filing for XOM on Feb 15, 2019
OHIOmega Healthcare Investors Inc	Sale (full)$1,001 - $15,000 · Spouse	Mar 14, 2019	Feb 13, 2019	▲ 132.5%−74.0 pts vs S&P	Filing for OHI on Feb 13, 2019
ORCLOracle Corporation	Sale (full)$1,001 - $15,000 · Spouse	Mar 14, 2019	Feb 8, 2019	▲ 161.7%−50.0 pts vs S&P	Filing for ORCL on Feb 8, 2019
YUMCYum China Holdings, Inc.	Sale (full)$1,001 - $15,000 · Spouse	Mar 14, 2019	Feb 8, 2019	▲ 27.3%−184.4 pts vs S&P	Filing for YUMC on Feb 8, 2019
XOMExxonMobil	Sale (full) (option)$1,001 - $15,000	Mar 14, 2019	Feb 7, 2019	—	Filing for XOM on Feb 7, 2019
XOMExxonMobil	Sale (full) (option)$1,001 - $15,000	Mar 14, 2019	Feb 7, 2019	—	Filing for XOM on Feb 7, 2019
REGNRegeneron Pharmaceuticals	Sale (full)$1,001 - $15,000 · Spouse	Mar 14, 2019	Feb 6, 2019	▲ 138.7%−70.4 pts vs S&P	Filing for REGN on Feb 6, 2019
HONHoneywell Technologies	Purchase$1,001 - $15,000 · Spouse	Mar 14, 2019	Feb 4, 2019	▲ 79.3%−130.6 pts vs S&P	Filing for HON on Feb 4, 2019
NVDANVIDIA Corporation	Purchase$1,001 - $15,000 · Spouse	Feb 15, 2019	Jan 30, 2019	▲ 5846.1%+5631.1 pts vs S&P	Filing for NVDA on Jan 30, 2019
ABBVAbbVie	Purchase$1,001 - $15,000 · Spouse	Feb 15, 2019	Jan 29, 2019	▲ 414.0%+194.0 pts vs S&P	Filing for ABBV on Jan 29, 2019
MOAltria	Sale (full)$1,001 - $15,000 · Spouse	Feb 15, 2019	Jan 29, 2019	▲ 203.6%−16.4 pts vs S&P	Filing for MO on Jan 29, 2019
BTIBritish American Tobacco P.l.c.	Purchase$1,001 - $15,000 · Spouse	Feb 15, 2019	Jan 29, 2019	—	Filing for BTI on Jan 29, 2019
KOThe Coca-Cola Company	Sale (full)$1,001 - $15,000 · Spouse	Feb 15, 2019	Jan 29, 2019	▲ 155.6%−64.4 pts vs S&P	Filing for KO on Jan 29, 2019
DDominion Energy	Purchase$1,001 - $15,000 · Spouse	Feb 15, 2019	Jan 29, 2019	▲ 38.4%−181.6 pts vs S&P	Filing for D on Jan 29, 2019
VZVerizon	Sale (full)$1,001 - $15,000 · Spouse	Feb 15, 2019	Jan 29, 2019	▲ 31.0%−189.0 pts vs S&P	Filing for VZ on Jan 29, 2019
XOMExxonMobil	Sale (full) (option)$1,001 - $15,000	Feb 15, 2019	Jan 25, 2019	—	Filing for XOM on Jan 25, 2019
SCHWCharles Schwab Corporation	Purchase$1,001 - $15,000 · Spouse	Feb 15, 2019	Jan 23, 2019	▲ 109.1%−110.8 pts vs S&P	Filing for SCHW on Jan 23, 2019
EWBCEast West Bancorp Inc	Purchase$1,001 - $15,000 · Spouse	Feb 15, 2019	Jan 23, 2019	—	Filing for EWBC on Jan 23, 2019
VVisa Inc.	Purchase$1,001 - $15,000 · Spouse	Feb 15, 2019	Jan 23, 2019	▲ 228.1%+8.1 pts vs S&P	Filing for V on Jan 23, 2019
METAMeta Platforms	Purchase$1,001 - $15,000 · Spouse	Feb 15, 2019	Jan 22, 2019	▲ 315.1%+94.5 pts vs S&P	Filing for META on Jan 22, 2019
REGNRegeneron Pharmaceuticals	Sale (full)$1,001 - $15,000 · Spouse	Feb 15, 2019	Jan 22, 2019	▲ 139.7%−80.9 pts vs S&P	Filing for REGN on Jan 22, 2019
DISThe Walt Disney Company	Purchase$1,001 - $15,000 · Spouse	Feb 15, 2019	Jan 22, 2019	▲ 6.8%−213.9 pts vs S&P	Filing for DIS on Jan 22, 2019
XOMExxonMobil	Sale (full) (option)$1,001 - $15,000	Feb 15, 2019	Jan 18, 2019	—	Filing for XOM on Jan 18, 2019
XOMExxonMobil	Sale (full) (option)$15,001 - $50,000	Feb 15, 2019	Jan 18, 2019	—	Filing for XOM on Jan 18, 2019
ADPAutomatic Data Processing	Sale (full)$1,001 - $15,000 · Spouse	Feb 15, 2019	Jan 16, 2019	▲ 166.8%−56.1 pts vs S&P	Filing for ADP on Jan 16, 2019
MOAltria	Sale (full)$1,001 - $15,000 · Spouse	Feb 15, 2019	Jan 14, 2019	▲ 188.8%−38.7 pts vs S&P	Filing for MO on Jan 14, 2019
AZNAstrazeneca PLC	Sale (full)$1,001 - $15,000 · Spouse	Feb 15, 2019	Jan 14, 2019	—	Filing for AZN on Jan 14, 2019
KMBKimberly-Clark	Purchase$1,001 - $15,000 · Spouse	Feb 15, 2019	Jan 14, 2019	▲ 23.4%−204.0 pts vs S&P	Filing for KMB on Jan 14, 2019
PMPhilip Morris International	Purchase$1,001 - $15,000 · Spouse	Feb 15, 2019	Jan 14, 2019	▲ 341.4%+114.0 pts vs S&P	Filing for PM on Jan 14, 2019
UPSUnited Parcel Service	Purchase$1,001 - $15,000 · Spouse	Feb 15, 2019	Jan 14, 2019	▲ 52.4%−175.0 pts vs S&P	Filing for UPS on Jan 14, 2019
VZVerizon	Sale (full)$1,001 - $15,000 · Spouse	Feb 15, 2019	Jan 14, 2019	▲ 20.3%−207.2 pts vs S&P	Filing for VZ on Jan 14, 2019
CMGChipotle Mexican Grill	Sale (full)$1,001 - $15,000 · Spouse	Feb 15, 2019	Jan 11, 2019	▲ 224.6%−0.8 pts vs S&P	Filing for CMG on Jan 11, 2019
XOMExxonMobil	Sale (full) (option)$1,001 - $15,000	Feb 15, 2019	Jan 10, 2019	—	Filing for XOM on Jan 10, 2019
XOMExxonMobil	Sale (full) (option)$1,001 - $15,000	Feb 15, 2019	Jan 10, 2019	—	Filing for XOM on Jan 10, 2019
NEUNewmarket Corp	Sale (full)$1,001 - $15,000 · Spouse	Feb 15, 2019	Jan 9, 2019	▲ 116.4%−110.3 pts vs S&P	Filing for NEU on Jan 9, 2019
ABBVAbbVie	Purchase$1,001 - $15,000 · Spouse	Feb 15, 2019	Jan 7, 2019	▲ 346.0%+114.7 pts vs S&P	Filing for ABBV on Jan 7, 2019

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	+0.7%	+1.6%	56%	27	+0.2% (27)
Purchases	90 days	+1.5%	+4.5%	67%	27	+1.3% (27)
Sales	30 days	−0.1%	+0.4%	53%	213	−0.1% (213)
Sales	90 days	−1.5%	+0.1%	50%	213	−2.1% (213)

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 Dec 26, 2022 9 stock or option trades · BMY, CVX, LLY, XOM, MCO, OXY, ZBH
Report filed Jan 14, 2022 1 stock or option trade · RNGR
Report filed Jun 10, 2020 3 stock or option trades · BMY, LLY, DIS
Report filed Apr 13, 2020 7 stock or option trades · XOM, GE, GPC, MCD, WMT
Report filed Mar 7, 2020 3 stock or option trades · XOM
Report filed Feb 7, 2020 4 stock or option trades · XOM
Report filed Jan 7, 2020 3 stock or option trades · XOM
Report filed Dec 9, 2019 4 stock or option trades · XOM
Report filed Nov 6, 2019 4 stock or option trades · XOM
Report filed Oct 8, 2019 3 stock or option trades · XOM
Report filed Sep 5, 2019 4 stock or option trades · XOM, OXY
Report filed Aug 7, 2019 2 stock or option trades · XOM
Report filed Jul 9, 2019 3 stock or option trades · XOM
Report filed Jun 17, 2019 2 stock or option trades · XOM
Report filed Apr 15, 2019 271 stock or option trades · ABBV, ACN, GOLF, ADBE, AAP, ADC, AKAM, ALK, AIN, ALB, BABA, ALGN
Report filed Mar 14, 2019 30 stock or option trades · BTI, CNMD, XOM, HON, HBAN, NVDA, OHI, ORCL, PYPL, POR, REGN, KHC
Report filed Feb 15, 2019 56 stock or option trades · ABBV, MO, BUD, AJG, AZN, ADP, BTI, SCHW, CMG, KO, COST, D

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