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Virginia Foxx: stock trades

Republican, Representative for NC's 5th district. Value ranges as filed, never exact figures.

Activity

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

Virginia Foxx: purchases and sales per month
0 2 4 6 8 Dec 2024: 8 purchases Dec 2024: 7 sales Dec Jan 2025: 0 purchases Jan 2025: 0 sales Feb 2025: 2 purchases Feb 2025: 0 sales Mar 2025: 2 purchases Mar 2025: 4 sales Mar Apr 2025: 0 purchases Apr 2025: 0 sales May 2025: 2 purchases May 2025: 0 sales Jun 2025: 1 purchases Jun 2025: 2 sales Jun Jul 2025: 0 purchases Jul 2025: 0 sales Aug 2025: 2 purchases Aug 2025: 0 sales Sep 2025: 1 purchases Sep 2025: 2 sales Sep Oct 2025: 0 purchases Oct 2025: 0 sales Nov 2025: 3 purchases Nov 2025: 0 sales Dec 2025: 1 purchases Dec 2025: 0 sales Dec Jan 2026: 0 purchases Jan 2026: 2 sales Feb 2026: 1 purchases Feb 2026: 0 sales Mar 2026: 0 purchases Mar 2026: 0 sales Mar Apr 2026: 0 purchases Apr 2026: 0 sales May 2026: 1 purchases May 2026: 0 sales Jun 2026: 1 purchases Jun 2026: 2 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 202487
Jan 202500
Feb 202520
Mar 202524
Apr 202500
May 202520
Jun 202512
Jul 202500
Aug 202520
Sep 202512
Oct 202500
Nov 202530
Dec 202510
Jan 202602
Feb 202610
Mar 202600
Apr 202600
May 202610
Jun 202612
Jul 202600
Aug 202600
Sep 202600
Oct 202600
Nov 202600
Trades, 24 months
44
Purchases
25
Sales
19
In 2026
7

Top sectors

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

  • Energy23% of trades 150
  • Consumer Staples14% of trades 91
  • Utilities13% of trades 86
  • Financials10% of trades 64
  • Industrials9% of trades 57
  • Health Care8% of trades 51

Would copying Virginia Foxx’s trades have beaten the S&P 500?

Copying Virginia Foxx’s disclosed holdings (starting from the holdings in each annual disclosure report once it was published, then adding purchases and taking off sales as each trade report became public, sized by the amounts reported, with call options counted as the stock until they expired) would have turned $10,000 on January 9, 2015 into $24,793 by November 2, 2026, against $44,950 in the S&P 500: +8.0% a year against +13.6%, with a beta of 0.72. Selling each purchase after 6 months instead would have made +7.7% a year. Six months after each report, the average share purchase was −2.4% against the S&P 500 (median −1.8%), and 45% beat it, suggestive, but not enough to rule out luck. Measured from the trade date instead, the member’s own timing, the average was −1.5%. Reports arrived a median of 23 days after the trade. 18 purchases had already been sold in full by the time they were reported, so a follower could not copy them; the averages below still count every purchase.

$0$20.0k$40.0k 201520172019202120232025 $45.0k$24.8k
Copying Virginia FoxxS&P 500, buy and hold $10,000 copying Virginia Foxx’s disclosed holdings from January 9, 2015, before costs and taxes, marked weekly. Each annual report resets the copy to the holdings it lists; each trade report then adds or reduces positions, sized by the middle of the amount band filed (a partial sale takes off its band but never more than half the position). Holdings before the first report in our records are unknown. Money not in a stock earns the Treasury bill rate.
MeasuredTrades countedAverage vs S&P 500MedianWent the right wayt-statisticEvidence
Purchases, 3 months after the report 511 +0.3% 0.0% 50% 0.53 No reliable evidence
Purchases, 6 months after the report 510 −2.4% −1.8% 45% -2.78 Some evidence: behind
Purchases, 3 months after the trade 511 +0.9% +0.3% 51% 1.63 No reliable evidence
Purchases, 6 months after the trade 510 −1.5% −1.6% 45% -1.82 No reliable evidence
Sales, 6 months after the report 132 −5.1% −3.6% 61% -2.78 Some evidence: seller right
Return a year, copying
+8.0%
S&P 500, same dates
+13.6%
Yearly swing (S&P 500)
18% (17%)
Sharpe ratio (S&P 500)
0.40 (0.69)
Biggest drop (S&P 500)
−41% (−34%)
Market sensitivity (beta)
0.72

“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 Virginia Foxx 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.
ARLPAlliance Resource Partners LP 34$76,034–$615,000 6$76,006–$265,000 Jan 20, 2016 Jun 18, 2026 ▲ 588.9%+207.2 pts vs S&P
TAT&T 32$116,032–$690,000 2$150,002–$350,000 Aug 16, 2016 Aug 2, 2023 ▲ 37.4%−268.7 pts vs S&P
EPDEnterprise Products Partners L.p. 28$84,028–$560,000 1$100,001–$250,000 Feb 22, 2017 Jun 23, 2022 ▲ 162.6%−107.9 pts vs S&P
GSKGSK plc 27$111,027–$615,000 2$150,002–$350,000 Feb 11, 2016 Mar 1, 2023 —
HTGCHercules Capital, Inc. 24$108,024–$570,000 3$115,003–$250,000 Mar 4, 2021 Jan 12, 2026 ▲ 90.5%−25.1 pts vs S&P
MOAltria 19$145,019–$525,000 5$181,005–$465,000 Mar 11, 2015 Jan 16, 2024 ▲ 109.5%−159.4 pts vs S&P
OLPONE Liberty Properties Inc 22$85,022–$450,000 1$100,001–$250,000 Feb 28, 2018 Jan 20, 2022 ▲ 97.4%−118.7 pts vs S&P
PPLPPL Corporation 19$96,019–$440,000 2$200,002–$500,000 Mar 5, 2018 Mar 14, 2022 ▲ 87.0%−128.5 pts vs S&P
CWENClearway Energy, Inc. 15$141,015–$465,000 4$201,004–$465,000 Jan 8, 2019 Jun 22, 2022 ▲ 213.2%−15.1 pts vs S&P
FLNGFlex LNG Ltd. 17$45,017–$325,000 2$30,002–$100,000 Aug 1, 2022 Mar 7, 2025 ▲ 37.7%−55.9 pts vs S&P
SOSouthern Company 15$71,015–$365,000 1$100,001–$250,000 Jan 20, 2016 Aug 31, 2020 ▲ 212.8%−169.0 pts vs S&P
CVICVR Energy Inc 13$55,013–$300,000 2$65,002–$150,000 Jun 14, 2017 Nov 10, 2020 ▲ 450.4%+193.5 pts vs S&P
DUKDuke Energy 13$69,013–$335,000 1$100,001–$250,000 Jan 20, 2016 Dec 6, 2024 ▲ 178.3%−203.5 pts vs S&P
AAAlcoa Corp 9$23,009–$170,000 3$31,003–$115,000 Dec 5, 2014 Sep 28, 2022 —
BTIBritish American Tobacco P.l.c. 11$53,011–$270,000 1$50,001–$100,000 Mar 29, 2021 Nov 2, 2022 —
PAAPlains ALL American Pipeline LP 10$80,010–$325,000 2$115,002–$300,000 Feb 10, 2021 Oct 3, 2023 ▲ 373.8%+265.7 pts vs S&P
ASCArdmore Shipping Corp 10$10,010–$150,000 1$15,001–$50,000 Feb 5, 2024 Dec 6, 2024 ▲ 40.6%−17.1 pts vs S&P
SJTSAN Juan Basin Royalty Trust 9$9,009–$135,000 1$15,001–$50,000 Aug 11, 2022 Sep 26, 2022 ▼ 71.0%−160.4 pts vs S&P
NHINational Health Investors Inc 7$98,007–$295,000 2$100,002–$200,000 Apr 19, 2021 Sep 1, 2022 ▲ 28.1%−66.8 pts vs S&P
ORIOLD Republic International Corp 7$49,007–$210,000 2$30,002–$100,000 Nov 17, 2015 May 12, 2022 ▲ 359.8%+22.0 pts vs S&P
CRTCross Timbers Royalty Trust 7$7,007–$105,000 1$15,001–$50,000 May 1, 2023 Jan 17, 2024 ▼ 12.0%−101.1 pts vs S&P
MOSThe Mosaic Company 6$34,006–$160,000 2$30,002–$100,000 Apr 1, 2015 Dec 21, 2022 —
PBAPembina Pipeline Corp 6$48,006–$195,000 2$100,002–$200,000 Sep 20, 2017 Mar 7, 2025 —
AHTAshford Hospitality Trust Inc 6$20,006–$125,000 1$15,001–$50,000 Oct 3, 2016 Dec 11, 2018 ▼ 99.9%−408.1 pts vs S&P
AMAntero Midstream Corp 6$34,006–$160,000 1$50,001–$100,000 Feb 18, 2021 Feb 17, 2022 ▲ 287.3%+179.5 pts vs S&P
NFGNational Fuel GAS Co 5$68,005–$195,000 2$65,002–$150,000 Sep 1, 2020 Sep 30, 2022 ▲ 120.0%−12.2 pts vs S&P
PMPhilip Morris International 5$47,005–$180,000 2$200,002–$500,000 Feb 19, 2021 Mar 23, 2022 ▲ 218.6%+110.4 pts vs S&P
XOMExxonMobil 6$55,006–$175,000 1$100,001–$250,000 Mar 10, 2021 Jun 23, 2022 ▲ 257.0%+148.5 pts vs S&P
ADMArcher Daniels Midland 4$60,004–$200,000 2$115,002–$300,000 Jan 29, 2015 May 19, 2022 —
CAGConagra Brands Inc. 4$32,004–$130,000 2$100,002–$200,000 Mar 4, 2021 Mar 28, 2022 ▼ 43.9%−159.5 pts vs S&P
MFCManulife Financial Corp 5$82,005–$230,000 1$100,001–$250,000 Aug 5, 2018 Jun 22, 2022 —
NEWTNewtekone, Inc. 5$5,005–$75,000 1$15,001–$50,000 Aug 30, 2021 Sep 19, 2202 ▼ 41.1%−119.5 pts vs S&P
NUENucor 4$67,004–$180,000 2$65,002–$150,000 Dec 15, 2016 Nov 2, 2022 ▲ 445.8%+157.5 pts vs S&P
UVVUniversal Corp 4$95,004–$250,000 2$30,002–$100,000 Aug 7, 2015 Jul 14, 2022 —
ABTAbbott Laboratories 3$17,003–$80,000 2$16,002–$65,000 Mar 18, 2015 Nov 10, 2016 —
CFCF Industries 4$18,004–$95,000 1$15,001–$50,000 Sep 1, 2022 Feb 16, 2023 ▲ 28.3%−72.3 pts vs S&P
ILPTIndustrial Logistics Properties Trust 4$32,004–$130,000 1$50,001–$100,000 Feb 18, 2021 Jan 27, 2022 ▼ 64.0%−171.8 pts vs S&P
KNOPKnot Offshore Partners LP 4$18,004–$95,000 1$50,001–$100,000 Apr 11, 2022 Aug 2, 2022 ▼ 39.7%−121.3 pts vs S&P
PGProcter & Gamble 3$115,003–$250,000 2$100,002–$200,000 Nov 30, 2016 Oct 7, 2022 ▲ 160.2%−139.5 pts vs S&P
BXMTBlackstone Mortgage Trust, Inc. 3$66,003–$165,000 1$50,001–$100,000 Aug 9, 2021 Jan 24, 2022 ▼ 38.0%−120.4 pts vs S&P
EFCEllington Financial Inc. 4$4,004–$60,000 0 Sep 30, 2024 Dec 30, 2025 ▲ 15.1%−19.0 pts vs S&P
FLOFlowers Foods Inc 2$30,002–$100,000 2$100,002–$200,000 Mar 28, 2021 Mar 28, 2022 ▼ 69.3%−147.9 pts vs S&P
PEPPepsiCo 2$65,002–$150,000 2$65,002–$150,000 Jan 27, 2015 Feb 8, 2018 —
SPHSuburban Propane Partners LP 2$2,002–$30,000 2$16,002–$65,000 Jan 28, 2016 Dec 9, 2016 ▲ 77.0%−295.9 pts vs S&P
WDCWestern Digital 3$17,003–$80,000 1$15,001–$50,000 Mar 20, 2017 Feb 8, 2018 ▲ 557.4%+289.3 pts vs S&P
AEGAegon LTD. 1$15,001–$50,000 2$30,002–$100,000 Mar 7, 2021 Mar 7, 2022 —
BCCBoise Cascade Co 2$16,002–$65,000 1$15,001–$50,000 Feb 24, 2023 Mar 7, 2023 ▲ 22.8%−76.1 pts vs S&P
CNPCenterPoint Energy 2$16,002–$65,000 1$50,001–$100,000 Aug 1, 2016 Sep 19, 2018 ▲ 148.6%−159.4 pts vs S&P
ERIEErie Indemnity 2$16,002–$65,000 1$50,001–$100,000 Mar 25, 2015 Mar 28, 2017 —
FETForum Energy Technologies, Inc. 2$16,002–$65,000 1$15,001–$50,000 Dec 4, 2014 Mar 9, 2015 —
GISGeneral Mills 1$50,001–$100,000 2$100,002–$200,000 Mar 22, 2021 Mar 22, 2022 ▼ 36.8%−115.2 pts vs S&P
GMGeneral Motors 2$51,002–$115,000 1$15,001–$50,000 Mar 19, 2018 Dec 10, 2018 ▲ 175.6%−40.7 pts vs S&P
HSYThe Hershey Company 2$16,002–$65,000 1$15,001–$50,000 Mar 20, 2017 Sep 20, 2017 ▲ 98.0%−170.2 pts vs S&P
IDTIDT Corp 2$16,002–$65,000 1$15,001–$50,000 Dec 13, 2016 Nov 15, 2017 ▲ 457.1%+170.4 pts vs S&P
IPInternational Paper 2$30,002–$100,000 1$50,001–$100,000 Apr 12, 2017 Feb 8, 2018 ▲ 17.1%−255.4 pts vs S&P
JNJJohnson & Johnson 2$51,002–$115,000 1$50,001–$100,000 Nov 23, 2016 Dec 6, 2024 ▲ 211.9%−87.1 pts vs S&P
KMIKinder Morgan 2$51,002–$115,000 1$50,001–$100,000 Feb 17, 2022 Aug 1, 2022 —
MATXMatson, Inc. 2$30,002–$100,000 1$15,001–$50,000 Mar 16, 2015 Sep 8, 2016 —
MRKMerck & Co. 2$16,002–$65,000 1$15,001–$50,000 Mar 17, 2017 Nov 21, 2017 ▲ 225.3%−42.4 pts vs S&P
NATNordic American Tankers Ltd 2$16,002–$65,000 1$15,001–$50,000 Feb 9, 2016 Sep 15, 2016 ▲ 45.9%−336.4 pts vs S&P

The 60 most traded of 98 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 649 trades; every trade is in the reports below. Click a column heading to sort.

Report
NEWTNewtekone, Inc. Purchase$1,001 - $15,000 · Joint Oct 12, 2022 Sep 19, 2202date after report — Filing
ARLPAlliance Resource Partners LP Sale (partial)$15,001 - $50,000 Jul 10, 2026 Jun 18, 2026 ▲ 14.5%+13.5 pts vs S&P Filing
ARLPAlliance Resource Partners LP Purchase$1,001 - $15,000 Jun 2, 2026 May 15, 2026 ▲ 7.2%+4.9 pts vs S&P Filing
ARLPAlliance Resource Partners LP Purchase$1,001 - $15,000 Mar 2, 2026 Feb 13, 2026 ▲ 6.8%−4.4 pts vs S&P Filing
HTGCHercules Capital, Inc. Sale (full)$50,001 - $100,000 Feb 6, 2026 Jan 12, 2026 ▼ 3.2%−12.2 pts vs S&P Filing
PSAPublic Storage Sale (full)$1,001 - $15,000 Feb 6, 2026 Jan 12, 2026 ▲ 22.9%+13.9 pts vs S&P Filing
EFCEllington Financial Inc. Purchase$1,001 - $15,000 Jan 5, 2026 Dec 30, 2025 ▼ 6.2%−16.6 pts vs S&P Filing
HTGCHercules Capital, Inc. Purchase$1,001 - $15,000 Dec 1, 2025 Nov 19, 2025 ▲ 3.8%−11.0 pts vs S&P Filing
ARLPAlliance Resource Partners LP Purchase$1,001 - $15,000 Dec 1, 2025 Nov 17, 2025 ▲ 16.6%+2.4 pts vs S&P Filing
ARLPAlliance Resource Partners LP Purchase$1,001 - $15,000 Dec 1, 2025 Nov 14, 2025 ▲ 13.2%+0.0 pts vs S&P Filing
ARLPAlliance Resource Partners LP Sale (partial)$1,001 - $15,000 Oct 6, 2025 Sep 25, 2025 ▲ 20.2%+4.6 pts vs S&P Filing
HTGCHercules Capital, Inc. Sale (partial)$15,001 - $50,000 Oct 6, 2025 Sep 25, 2025 ▼ 2.8%−18.3 pts vs S&P Filing
HTGCHercules Capital, Inc. Purchase$1,001 - $15,000 Sep 8, 2025 Aug 19, 2025 ▼ 3.1%−22.3 pts vs S&P Filing
ARLPAlliance Resource Partners LP Purchase$1,001 - $15,000 Sep 8, 2025 Aug 14, 2025 ▲ 13.7%−4.5 pts vs S&P Filing
EFCEllington Financial Inc. Purchase$1,001 - $15,000 Jul 3, 2025 Jun 30, 2025 ▲ 4.2%−19.2 pts vs S&P Filing
BMYBristol Myers Squibb Sale (full)$1,001 - $15,000 Jul 3, 2025 Jun 24, 2025 ▲ 43.8%+18.1 pts vs S&P Filing
HTGCHercules Capital, Inc. Purchase$1,001 - $15,000 Jun 3, 2025 May 20, 2025 ▲ 6.5%−22.5 pts vs S&P Filing
ARLPAlliance Resource Partners LP Purchase$1,001 - $15,000 Jun 3, 2025 May 15, 2025 ▲ 11.4%−18.1 pts vs S&P Filing
EFCEllington Financial Inc. Purchase$1,001 - $15,000 Apr 4, 2025 Mar 31, 2025 ▲ 5.2%−31.5 pts vs S&P Filing
ARLPAlliance Resource Partners LP Sale (partial)$15,001 - $50,000 Apr 4, 2025 Mar 7, 2025 ▲ 22.5%−10.6 pts vs S&P Filing
FLNGFlex LNG Ltd. Sale (full)$15,001 - $50,000 Apr 4, 2025 Mar 7, 2025 ▲ 47.1%+14.0 pts vs S&P Filing
PBAPembina Pipeline Corp Sale (full)$50,001 - $100,000 Apr 4, 2025 Mar 7, 2025 — Filing
HTGCHercules Capital, Inc. Purchase$1,001 - $15,000 Apr 4, 2025 Mar 5, 2025 ▲ 2.4%−29.2 pts vs S&P Filing
ARLPAlliance Resource Partners LP Purchase$1,001 - $15,000 Mar 3, 2025 Feb 14, 2025 ▲ 13.7%−12.1 pts vs S&P Filing
ABBVAbbVie Purchase$1,001 - $15,000 Jan 6, 2025 Dec 6, 2024 ▲ 74.8%+48.2 pts vs S&P Filing
ARLPAlliance Resource Partners LP Sale (partial)$15,001 - $50,000 Jan 6, 2025 Dec 6, 2024 ▲ 17.9%−8.7 pts vs S&P Filing
AEPAmerican Electric Power Purchase$1,001 - $15,000 Jan 6, 2025 Dec 6, 2024 ▲ 43.9%+17.3 pts vs S&P Filing
AMGNAmgen Purchase$1,001 - $15,000 Jan 6, 2025 Dec 6, 2024 ▲ 79.9%+53.3 pts vs S&P Filing
ASCArdmore Shipping Corp Sale (partial)$15,001 - $50,000 Jan 6, 2025 Dec 6, 2024 ▲ 89.9%+63.3 pts vs S&P Filing
BMYBristol Myers Squibb Purchase$1,001 - $15,000 Jan 6, 2025 Dec 6, 2024 ▲ 16.4%−10.2 pts vs S&P Filing
DUKDuke Energy Purchase$1,001 - $15,000 Jan 6, 2025 Dec 6, 2024 ▲ 21.8%−4.8 pts vs S&P Filing
FLNGFlex LNG Ltd. Sale (partial)$15,001 - $50,000 Jan 6, 2025 Dec 6, 2024 ▲ 51.3%+24.8 pts vs S&P Filing
JNJJohnson & Johnson Purchase$1,001 - $15,000 Jan 6, 2025 Dec 6, 2024 ▲ 89.8%+63.2 pts vs S&P Filing
PBAPembina Pipeline Corp Sale (partial)$50,001 - $100,000 Jan 6, 2025 Dec 6, 2024 — Filing
PSAPublic Storage Purchase$1,001 - $15,000 Jan 6, 2025 Dec 6, 2024 ▲ 8.1%−18.5 pts vs S&P Filing
HTGCHercules Capital, Inc. Purchase$1,001 - $15,000 · Joint Dec 11, 2024 Nov 20, 2024 ▲ 6.2%−24.1 pts vs S&P Filing
ARLPAlliance Resource Partners LP Purchase$1,001 - $15,000 · Joint Dec 11, 2024 Nov 14, 2024 ▲ 15.3%−14.4 pts vs S&P Filing
HTGCHercules Capital, Inc. Purchase$15,001 - $50,000 · Joint Nov 12, 2024 Oct 23, 2024 ▲ 2.7%−30.5 pts vs S&P Filing
EFCEllington Financial Inc. Purchase$1,001 - $15,000 Oct 21, 2024 Sep 30, 2024 ▲ 15.1%−19.0 pts vs S&P Filing
HTGCHercules Capital, Inc. Purchase$1,001 - $15,000 Sep 4, 2024 Aug 20, 2024 ▲ 11.6%−26.5 pts vs S&P Filing
ARLPAlliance Resource Partners LP Purchase$1,001 - $15,000 Sep 4, 2024 Aug 14, 2024 ▲ 38.0%−3.9 pts vs S&P Filing
ASCArdmore Shipping Corp Purchase$1,001 - $15,000 Aug 6, 2024 Jul 11, 2024 ▲ 11.8%−26.9 pts vs S&P Filing
ASCArdmore Shipping Corp Purchase$1,001 - $15,000 Aug 6, 2024 Jul 9, 2024 ▲ 11.5%−27.3 pts vs S&P Filing
ASCArdmore Shipping Corp Purchase$1,001 - $15,000 Aug 6, 2024 Jul 8, 2024 ▲ 9.4%−29.6 pts vs S&P Filing
HTGCHercules Capital, Inc. Purchase$1,001 - $15,000 Jun 6, 2024 May 21, 2024 ▲ 6.6%−39.1 pts vs S&P Filing
ARLPAlliance Resource Partners LP Purchase$1,001 - $15,000 Jun 6, 2024 May 15, 2024 ▲ 44.7%−1.4 pts vs S&P Filing
HTGCHercules Capital, Inc. Purchase$1,001 - $15,000 May 6, 2024 Apr 16, 2024 ▲ 19.2%−34.5 pts vs S&P Filing
ASCArdmore Shipping Corp Purchase$1,001 - $15,000 May 6, 2024 Apr 9, 2024 ▲ 43.7%−5.4 pts vs S&P Filing
HTGCHercules Capital, Inc. Purchase$1,001 - $15,000 · Joint Apr 10, 2024 Mar 7, 2024 ▲ 18.2%−32.7 pts vs S&P Filing
ASCArdmore Shipping Corp Purchase$1,001 - $15,000 · Joint Apr 10, 2024 Mar 6, 2024 ▲ 42.5%−9.8 pts vs S&P Filing
ASCArdmore Shipping Corp Purchase$1,001 - $15,000 · Joint Apr 10, 2024 Mar 4, 2024 ▲ 45.2%−6.4 pts vs S&P Filing
ASCArdmore Shipping Corp Purchase$1,001 - $15,000 · Joint Mar 7, 2024 Feb 27, 2024 ▲ 41.9%−11.3 pts vs S&P Filing
ARLPAlliance Resource Partners LP Purchase$1,001 - $15,000 · Joint Mar 7, 2024 Feb 26, 2024 ▲ 80.0%+26.5 pts vs S&P Filing
FLNGFlex LNG Ltd. Purchase$1,001 - $15,000 · Joint Mar 7, 2024 Feb 26, 2024 ▲ 45.0%−8.5 pts vs S&P Filing
ARLPAlliance Resource Partners LP Purchase$1,001 - $15,000 · Joint Mar 7, 2024 Feb 23, 2024 ▲ 79.0%+26.1 pts vs S&P Filing
ASCArdmore Shipping Corp Purchase$1,001 - $15,000 · Joint Mar 7, 2024 Feb 23, 2024 ▲ 44.1%−8.9 pts vs S&P Filing
FLNGFlex LNG Ltd. Purchase$1,001 - $15,000 · Joint Mar 7, 2024 Feb 23, 2024 ▲ 42.5%−10.4 pts vs S&P Filing
ARLPAlliance Resource Partners LP Purchase$1,001 - $15,000 · Joint Mar 7, 2024 Feb 15, 2024 ▲ 73.5%+18.8 pts vs S&P Filing
ASCArdmore Shipping Corp Purchase$1,001 - $15,000 · Joint Mar 7, 2024 Feb 15, 2024 ▲ 41.0%−13.8 pts vs S&P Filing
FLNGFlex LNG Ltd. Purchase$1,001 - $15,000 · Joint Mar 7, 2024 Feb 9, 2024 ▲ 43.3%−11.6 pts vs S&P Filing
FLNGFlex LNG Ltd. Purchase$1,001 - $15,000 · Joint Mar 7, 2024 Feb 7, 2024 ▲ 38.4%−17.6 pts vs S&P Filing
ASCArdmore Shipping Corp Purchase$1,001 - $15,000 · Joint Mar 7, 2024 Feb 5, 2024 ▲ 40.6%−17.1 pts vs S&P Filing
FLNGFlex LNG Ltd. Purchase$1,001 - $15,000 · Joint Mar 7, 2024 Feb 2, 2024 ▲ 28.9%−28.3 pts vs S&P Filing
HTGCHercules Capital, Inc. Purchase$1,001 - $15,000 · Joint Mar 7, 2024 Feb 1, 2024 ▲ 28.1%−30.7 pts vs S&P Filing
CRTCross Timbers Royalty Trust Sale (full)$15,001 - $50,000 · Joint Feb 5, 2024 Jan 17, 2024 ▼ 6.6%−71.0 pts vs S&P Filing
MOAltria Sale (full)$1,001 - $15,000 · Joint Feb 5, 2024 Jan 16, 2024 ▲ 129.8%+66.3 pts vs S&P Filing
HTGCHercules Capital, Inc. Purchase$15,001 - $50,000 · Joint Feb 5, 2024 Jan 16, 2024 ▲ 29.9%−33.7 pts vs S&P Filing
MOAltria Purchase$1,001 - $15,000 · Joint Feb 5, 2024 Jan 11, 2024 ▲ 126.3%+63.3 pts vs S&P Filing
MOAltria Sale (full)$15,001 - $50,000 · Joint Feb 5, 2024 Jan 10, 2024 ▲ 129.3%+66.3 pts vs S&P Filing
CRTCross Timbers Royalty Trust Purchase$1,001 - $15,000 · Joint Jan 4, 2024 Dec 8, 2023 ▼ 12.2%−81.7 pts vs S&P Filing
FLNGFlex LNG Ltd. Purchase$1,001 - $15,000 · Joint Jan 4, 2024 Dec 4, 2023 ▲ 28.1%−42.7 pts vs S&P Filing
CRTCross Timbers Royalty Trust Purchase$1,001 - $15,000 · Joint Dec 5, 2023 Nov 29, 2023 ▼ 16.1%−87.7 pts vs S&P Filing
CRTCross Timbers Royalty Trust Purchase$1,001 - $15,000 · Joint Dec 5, 2023 Nov 28, 2023 ▼ 18.6%−90.0 pts vs S&P Filing
FLNGFlex LNG Ltd. Purchase$1,001 - $15,000 · Joint Dec 5, 2023 Nov 28, 2023 ▲ 27.0%−44.4 pts vs S&P Filing
ARLPAlliance Resource Partners LP Purchase$1,001 - $15,000 · Joint Dec 5, 2023 Nov 15, 2023 ▲ 58.2%−15.2 pts vs S&P Filing
HTGCHercules Capital, Inc. Purchase$1,001 - $15,000 · Joint Nov 7, 2023 Oct 25, 2023 ▲ 49.4%−37.4 pts vs S&P Filing
HTGCHercules Capital, Inc. Purchase$1,001 - $15,000 · Joint Nov 7, 2023 Oct 23, 2023 ▲ 49.0%−36.5 pts vs S&P Filing
HTGCHercules Capital, Inc. Purchase$1,001 - $15,000 · Joint Nov 7, 2023 Oct 20, 2023 ▲ 44.9%−40.3 pts vs S&P Filing
MOAltria Purchase$1,001 - $15,000 · Joint Nov 7, 2023 Oct 11, 2023 ▲ 126.5%+47.7 pts vs S&P Filing
HTGCHercules Capital, Inc. Purchase$1,001 - $15,000 · Joint Nov 7, 2023 Oct 3, 2023 ▲ 44.0%−41.0 pts vs S&P Filing
PAAPlains ALL American Pipeline LP Sale (full)$15,001 - $50,000 · Joint Nov 7, 2023 Oct 3, 2023 ▲ 124.3%+39.3 pts vs S&P Filing
CRTCross Timbers Royalty Trust Purchase$1,001 - $15,000 · Joint Nov 7, 2023 Oct 2, 2023 ▼ 13.6%−96.1 pts vs S&P Filing
FLNGFlex LNG Ltd. Purchase$1,001 - $15,000 · Joint Nov 7, 2023 Oct 2, 2023 ▲ 30.8%−51.7 pts vs S&P Filing
HTGCHercules Capital, Inc. Purchase$1,001 - $15,000 · Joint Oct 6, 2023 Sep 21, 2023 ▲ 39.7%−41.1 pts vs S&P Filing
CRTCross Timbers Royalty Trust Purchase$1,001 - $15,000 · Joint Oct 6, 2023 Sep 19, 2023 ▼ 21.1%−97.3 pts vs S&P Filing
ARLPAlliance Resource Partners LP Purchase$1,001 - $15,000 · Joint Sep 5, 2023 Aug 16, 2023 ▲ 81.3%+3.3 pts vs S&P Filing
TAT&T Purchase$1,001 - $15,000 · Joint Sep 5, 2023 Aug 2, 2023 ▲ 77.0%+3.1 pts vs S&P Filing
MOAltria Purchase$1,001 - $15,000 · Joint Jul 28, 2023 Jul 11, 2023 ▲ 115.9%+39.0 pts vs S&P Filing
CRTCross Timbers Royalty Trust Purchase$1,001 - $15,000 · Joint Jun 2, 2023 May 17, 2023 ▼ 14.2%−103.3 pts vs S&P Filing
ARLPAlliance Resource Partners LP Purchase$1,001 - $15,000 · Joint Jun 2, 2023 May 16, 2023 ▲ 101.5%+10.1 pts vs S&P Filing
FLNGFlex LNG Ltd. Purchase$1,001 - $15,000 · Joint Jun 2, 2023 May 16, 2023 ▲ 31.4%−60.0 pts vs S&P Filing
ARLPAlliance Resource Partners LP Purchase$1,001 - $15,000 · Joint Jun 2, 2023 May 10, 2023 ▲ 100.6%+10.3 pts vs S&P Filing
ARLPAlliance Resource Partners LP Purchase$1,001 - $15,000 · Joint Jun 2, 2023 May 8, 2023 ▲ 96.4%+6.0 pts vs S&P Filing
MOAltria Purchase$1,001 - $15,000 · Joint Jun 2, 2023 May 1, 2023 ▲ 110.6%+21.5 pts vs S&P Filing
CRTCross Timbers Royalty Trust Purchase$1,001 - $15,000 · Joint Jun 2, 2023 May 1, 2023 ▼ 12.0%−101.1 pts vs S&P Filing
PAAPlains ALL American Pipeline LP Purchase$15,001 - $50,000 · Joint Apr 4, 2023 Mar 24, 2023 ▲ 196.2%+97.7 pts vs S&P Filing
ARLPAlliance Resource Partners LP Purchase$1,001 - $15,000 · Joint Apr 4, 2023 Mar 10, 2023 ▲ 102.0%−2.3 pts vs S&P Filing
BCCBoise Cascade Co Sale (full)$15,001 - $50,000 · Joint Apr 4, 2023 Mar 7, 2023 ▲ 31.1%−66.9 pts vs S&P Filing
BCCBoise Cascade Co Purchase$1,001 - $15,000 · Joint Apr 4, 2023 Mar 2, 2023 ▲ 26.6%−71.6 pts vs S&P Filing
GSKGSK plc Sale (full)$50,001 - $100,000 · Joint Apr 4, 2023 Mar 1, 2023 — Filing
BCCBoise Cascade Co Purchase$15,001 - $50,000 · Joint Mar 3, 2023 Feb 24, 2023 ▲ 22.8%−76.1 pts vs S&P Filing
CFCF Industries Sale (full)$15,001 - $50,000 · Joint Mar 3, 2023 Feb 16, 2023 ▲ 52.8%−40.4 pts vs S&P Filing
ARLPAlliance Resource Partners LP Purchase$1,001 - $15,000 · Joint Mar 3, 2023 Feb 15, 2023 ▲ 80.3%−10.1 pts vs S&P Filing
FLNGFlex LNG Ltd. Purchase$1,001 - $15,000 · Joint Mar 3, 2023 Feb 15, 2023 ▲ 19.3%−71.2 pts vs S&P Filing
TAT&T Purchase$1,001 - $15,000 · Joint Mar 3, 2023 Feb 1, 2023 ▲ 29.9%−62.0 pts vs S&P Filing
MOAltria Purchase$1,001 - $15,000 · Joint Feb 3, 2023 Jan 17, 2023 ▲ 127.5%+29.3 pts vs S&P Filing
FLNGFlex LNG Ltd. Purchase$1,001 - $15,000 · Joint Feb 3, 2023 Jan 4, 2023 ▲ 36.9%−68.6 pts vs S&P Filing
MOSThe Mosaic Company Sale (full)$15,001 - $50,000 · Joint Dec 6, 2022 Dec 21, 2022date after report — Filing
ARLPAlliance Resource Partners LP Purchase$1,001 - $15,000 · Joint Jan 3, 2023 Dec 9, 2022 ▲ 88.6%−12.8 pts vs S&P Filing
MOAltria Purchase$50,001 - $100,000 · Joint Jan 3, 2023 Dec 6, 2022 ▲ 126.9%+25.8 pts vs S&P Filing
ARLPAlliance Resource Partners LP Purchase$1,001 - $15,000 · Joint Dec 6, 2022 Nov 15, 2022 ▲ 79.2%−19.6 pts vs S&P Filing
FLNGFlex LNG Ltd. Purchase$1,001 - $15,000 · Joint Dec 6, 2022 Nov 15, 2022 ▲ 26.6%−72.2 pts vs S&P Filing
BTIBritish American Tobacco P.l.c. Sale (full)$50,001 - $100,000 · Joint Dec 6, 2022 Nov 2, 2022 — Filing
NUENucor Sale (full)$50,001 - $100,000 · Joint Dec 6, 2022 Nov 2, 2022 ▲ 128.1%+16.8 pts vs S&P Filing
TAT&T Purchase$1,001 - $15,000 · Joint Dec 6, 2022 Nov 1, 2022 ▲ 44.9%−61.1 pts vs S&P Filing
NEENextEra Energy Sale (full)$100,001 - $250,000 · Joint Nov 3, 2022 Oct 14, 2022 ▲ 32.8%−88.7 pts vs S&P Filing
PGProcter & Gamble Sale (full)$50,001 - $100,000 · Joint Nov 3, 2022 Oct 7, 2022 ▲ 47.1%−71.2 pts vs S&P Filing
FLNGFlex LNG Ltd. Purchase$1,001 - $15,000 · Joint Nov 3, 2022 Oct 5, 2022 ▲ 38.4%−71.7 pts vs S&P Filing
IMKTAIngles Markets Inc Sale (full)$15,001 - $50,000 · Joint Oct 12, 2022 Sep 30, 2022 ▲ 12.4%−109.3 pts vs S&P Filing
NFGNational Fuel GAS Co Sale (full)$15,001 - $50,000 · Joint Oct 12, 2022 Sep 30, 2022 ▲ 46.8%−74.9 pts vs S&P Filing
AAAlcoa Corp Sale (full)$15,001 - $50,000 · Joint Oct 12, 2022 Sep 28, 2022 ▲ 18.7%−95.1 pts vs S&P Filing
NEWTNewtekone, Inc. Sale (full)$15,001 - $50,000 · Joint Oct 12, 2022 Sep 27, 2022 ▼ 8.7%−126.7 pts vs S&P Filing
SJTSAN Juan Basin Royalty Trust Sale (full)$15,001 - $50,000 · Joint Oct 12, 2022 Sep 26, 2022 ▼ 59.9%−177.4 pts vs S&P Filing
NEWTNewtekone, Inc. Purchase$1,001 - $15,000 · Joint Oct 12, 2022 Sep 20, 2022 ▼ 24.3%−130.5 pts vs S&P Filing
CFCF Industries Purchase$1,001 - $15,000 · Joint Oct 12, 2022 Sep 16, 2022 ▲ 33.3%−72.1 pts vs S&P Filing
NUENucor Purchase$50,001 - $100,000 · Joint Oct 12, 2022 Sep 14, 2022 ▲ 144.3%+42.8 pts vs S&P Filing
CFCF Industries Purchase$1,001 - $15,000 · Joint Oct 12, 2022 Sep 12, 2022 ▲ 32.1%−61.4 pts vs S&P Filing
CFCF Industries Purchase$1,001 - $15,000 · Joint Oct 12, 2022 Sep 7, 2022 ▲ 28.4%−71.5 pts vs S&P Filing
NFGNational Fuel GAS Co Purchase$1,001 - $15,000 · Joint Oct 12, 2022 Sep 7, 2022 ▲ 28.3%−71.6 pts vs S&P Filing
NEWTNewtekone, Inc. Purchase$1,001 - $15,000 · Joint Oct 12, 2022 Sep 6, 2022 ▼ 28.6%−132.1 pts vs S&P Filing
AAAlcoa Corp Purchase$1,001 - $15,000 · Joint Oct 12, 2022 Sep 1, 2022 ▼ 13.1%−113.7 pts vs S&P Filing
CFCF Industries Purchase$15,001 - $50,000 · Joint Oct 12, 2022 Sep 1, 2022 ▲ 28.3%−72.3 pts vs S&P Filing
NHINational Health Investors Inc Sale (full)$50,001 - $100,000 · Joint Oct 12, 2022 Sep 1, 2022 ▲ 35.1%−65.5 pts vs S&P Filing
NEWTNewtekone, Inc. Purchase$1,001 - $15,000 · Joint Oct 12, 2022 Sep 1, 2022 ▼ 29.4%−130.1 pts vs S&P Filing
SJTSAN Juan Basin Royalty Trust Purchase$1,001 - $15,000 · Joint Oct 12, 2022 Sep 1, 2022 ▼ 67.2%−167.8 pts vs S&P Filing
AAAlcoa Corp Purchase$1,001 - $15,000 · Joint Sep 8, 2022 Aug 31, 2022 ▼ 15.5%−116.8 pts vs S&P Filing
SJTSAN Juan Basin Royalty Trust Purchase$1,001 - $15,000 · Joint Sep 8, 2022 Aug 31, 2022 ▼ 69.2%−170.4 pts vs S&P Filing
AAAlcoa Corp Purchase$1,001 - $15,000 · Joint Sep 8, 2022 Aug 30, 2022 ▼ 17.7%−117.4 pts vs S&P Filing
IMKTAIngles Markets Inc Purchase$50,001 - $100,000 · Joint Sep 8, 2022 Aug 30, 2022 ▼ 0.7%−100.5 pts vs S&P Filing
SJTSAN Juan Basin Royalty Trust Purchase$1,001 - $15,000 · Joint Sep 8, 2022 Aug 29, 2022 ▼ 71.9%−169.4 pts vs S&P Filing
FLNGFlex LNG Ltd. Purchase$1,001 - $15,000 · Joint Sep 8, 2022 Aug 26, 2022 ▲ 26.1%−70.2 pts vs S&P Filing
SJTSAN Juan Basin Royalty Trust Purchase$1,001 - $15,000 · Joint Sep 8, 2022 Aug 26, 2022 ▼ 72.2%−168.4 pts vs S&P Filing
SJTSAN Juan Basin Royalty Trust Purchase$1,001 - $15,000 · Joint Sep 8, 2022 Aug 25, 2022 ▼ 72.5%−162.1 pts vs S&P Filing
SJTSAN Juan Basin Royalty Trust Purchase$1,001 - $15,000 · Joint Sep 8, 2022 Aug 24, 2022 ▼ 72.3%−164.5 pts vs S&P Filing
BTIBritish American Tobacco P.l.c. Purchase$1,001 - $15,000 · Joint Sep 8, 2022 Aug 23, 2022 — Filing
FLNGFlex LNG Ltd. Purchase$1,001 - $15,000 · Joint Sep 8, 2022 Aug 23, 2022 ▲ 30.0%−62.9 pts vs S&P Filing
SJTSAN Juan Basin Royalty Trust Purchase$1,001 - $15,000 · Joint Sep 8, 2022 Aug 23, 2022 ▼ 72.8%−165.7 pts vs S&P Filing
AAAlcoa Corp Purchase$1,001 - $15,000 · Joint Sep 8, 2022 Aug 22, 2022 ▼ 16.8%−109.3 pts vs S&P Filing
AAAlcoa Corp Purchase$1,001 - $15,000 · Joint Sep 8, 2022 Aug 19, 2022 ▼ 18.1%−106.5 pts vs S&P Filing
SJTSAN Juan Basin Royalty Trust Purchase$1,001 - $15,000 · Joint Sep 8, 2022 Aug 19, 2022 ▼ 72.8%−161.3 pts vs S&P Filing
GSKGSK plc Purchase$1,001 - $15,000 · Joint Sep 8, 2022 Aug 16, 2022 — Filing
SJTSAN Juan Basin Royalty Trust Purchase$1,001 - $15,000 · Joint Sep 8, 2022 Aug 11, 2022 ▼ 71.0%−160.4 pts vs S&P Filing
GSKGSK plc Purchase$15,001 - $50,000 · Joint Sep 8, 2022 Aug 10, 2022 — Filing
GSKGSK plc Purchase$1,001 - $15,000 · Joint Sep 8, 2022 Aug 9, 2022 — Filing
NFGNational Fuel GAS Co Purchase$1,001 - $15,000 · Joint Sep 8, 2022 Aug 8, 2022 ▲ 30.0%−62.6 pts vs S&P Filing
GSKGSK plc Purchase$15,001 - $50,000 · Joint Sep 8, 2022 Aug 5, 2022 — Filing
MOSThe Mosaic Company Purchase$15,001 - $50,000 · Joint Sep 8, 2022 Aug 5, 2022 ▼ 59.0%−151.3 pts vs S&P Filing
AAAlcoa Corp Purchase$1,001 - $15,000 · Joint Sep 8, 2022 Aug 4, 2022 ▼ 12.5%−104.5 pts vs S&P Filing
FLNGFlex LNG Ltd. Purchase$15,001 - $50,000 · Joint Sep 8, 2022 Aug 4, 2022 ▲ 44.2%−47.9 pts vs S&P Filing
MOSThe Mosaic Company Purchase$1,001 - $15,000 · Joint Sep 8, 2022 Aug 4, 2022 ▼ 58.5%−150.6 pts vs S&P Filing
NFGNational Fuel GAS Co Purchase$1,001 - $15,000 · Joint Sep 8, 2022 Aug 3, 2022 ▲ 28.4%−63.6 pts vs S&P Filing
AAAlcoa Corp Purchase$1,001 - $15,000 · Joint Sep 8, 2022 Aug 2, 2022 ▼ 13.3%−108.3 pts vs S&P Filing
KNOPKnot Offshore Partners LP Sale (full)$50,001 - $100,000 · Joint Sep 8, 2022 Aug 2, 2022 ▼ 42.7%−137.7 pts vs S&P Filing
NFGNational Fuel GAS Co Purchase$15,001 - $50,000 · Joint Sep 8, 2022 Aug 2, 2022 ▲ 29.0%−65.9 pts vs S&P Filing
FLNGFlex LNG Ltd. Purchase$15,001 - $50,000 · Joint Sep 8, 2022 Aug 1, 2022 ▲ 37.7%−55.9 pts vs S&P Filing
KMIKinder Morgan Sale (full)$50,001 - $100,000 · Joint Sep 8, 2022 Aug 1, 2022 — Filing
MOSThe Mosaic Company Purchase$1,001 - $15,000 · Joint Sep 8, 2022 Aug 1, 2022 ▼ 58.3%−151.9 pts vs S&P Filing
BTIBritish American Tobacco P.l.c. Purchase$1,001 - $15,000 · Joint Aug 5, 2022 Jul 29, 2022 — Filing
MOSThe Mosaic Company Purchase$1,001 - $15,000 · Joint Aug 5, 2022 Jul 29, 2022 ▼ 59.3%−152.4 pts vs S&P Filing
PGProcter & Gamble Purchase$15,001 - $50,000 · Joint Aug 5, 2022 Jul 29, 2022 ▲ 31.6%−61.4 pts vs S&P Filing
ARLPAlliance Resource Partners LP Purchase$1,001 - $15,000 · Joint Aug 5, 2022 Jul 28, 2022 ▲ 90.4%−5.5 pts vs S&P Filing
MOSThe Mosaic Company Purchase$1,001 - $15,000 · Joint Aug 5, 2022 Jul 28, 2022 ▼ 57.8%−153.7 pts vs S&P Filing
ARLPAlliance Resource Partners LP Purchase$15,001 - $50,000 · Joint Aug 5, 2022 Jul 22, 2022 ▲ 109.6%+8.2 pts vs S&P Filing
PGProcter & Gamble Purchase$50,001 - $100,000 · Joint Aug 5, 2022 Jul 20, 2022 ▲ 30.0%−71.5 pts vs S&P Filing
BTIBritish American Tobacco P.l.c. Purchase$1,001 - $15,000 · Joint Aug 5, 2022 Jul 14, 2022 — Filing
PBAPembina Pipeline Corp Purchase$15,001 - $50,000 · Joint Aug 5, 2022 Jul 14, 2022 — Filing
UVVUniversal Corp Sale (full)$15,001 - $50,000 · Joint Aug 5, 2022 Jul 14, 2022 ▼ 0.8%−111.2 pts vs S&P Filing
GSKGSK plc Sale (partial)$100,001 - $250,000 · Joint Aug 5, 2022 Jul 12, 2022 — Filing
GSKGSK plc Purchase$1,001 - $15,000 · Joint Aug 5, 2022 Jul 6, 2022 — Filing
UVVUniversal Corp Purchase$50,001 - $100,000 · Joint Aug 5, 2022 Jul 5, 2022 ▼ 10.6%−118.9 pts vs S&P Filing
BTIBritish American Tobacco P.l.c. Purchase$1,001 - $15,000 · Joint Jul 5, 2022 Jun 30, 2022 — Filing
MOAltria Sale (full)$100,001 - $250,000 · Joint Jul 5, 2022 Jun 29, 2022 ▲ 156.7%+47.6 pts vs S&P Filing
NHINational Health Investors Inc Purchase$15,001 - $50,000 · Joint Jul 5, 2022 Jun 28, 2022 ▲ 43.3%−65.7 pts vs S&P Filing
EPDEnterprise Products Partners L.p. Sale (full)$100,001 - $250,000 · Joint Jul 5, 2022 Jun 23, 2022 ▲ 116.5%+6.1 pts vs S&P Filing
XOMExxonMobil Sale (full)$100,001 - $250,000 · Joint Jul 5, 2022 Jun 23, 2022 ▲ 142.7%+32.3 pts vs S&P Filing
PAAPlains ALL American Pipeline LP Sale (full)$100,001 - $250,000 · Joint Jul 5, 2022 Jun 23, 2022 ▲ 278.2%+167.8 pts vs S&P Filing
CWENClearway Energy, Inc. Sale (full)$1,001 - $15,000 · Joint Jul 5, 2022 Jun 22, 2022 ▲ 31.3%−81.2 pts vs S&P Filing
MFCManulife Financial Corp Sale (full)$100,001 - $250,000 · Joint Jul 5, 2022 Jun 22, 2022 — Filing
CWENClearway Energy, Inc. Purchase$1,001 - $15,000 · Joint Jul 5, 2022 Jun 16, 2022 ▲ 37.0%−80.9 pts vs S&P Filing
CWENClearway Energy, Inc. Sale (full)$50,001 - $100,000 · Joint Jul 5, 2022 Jun 15, 2022 ▲ 29.1%−81.5 pts vs S&P Filing
TAT&T Sale (full)$100,001 - $250,000 · Joint Jul 5, 2022 Jun 14, 2022 ▲ 41.0%−72.6 pts vs S&P Filing
BTIBritish American Tobacco P.l.c. Purchase$1,001 - $15,000 · Joint Jul 5, 2022 Jun 13, 2022 — Filing
XOMExxonMobil Purchase$1,001 - $15,000 · Joint Jul 5, 2022 Jun 13, 2022 ▲ 115.8%+2.8 pts vs S&P Filing
KNOPKnot Offshore Partners LP Purchase$1,001 - $15,000 · Joint Jul 5, 2022 Jun 10, 2022 ▼ 39.5%−144.5 pts vs S&P Filing
ADMArcher Daniels Midland Sale (full)$100,001 - $250,000 · Joint Jun 4, 2022 May 19, 2022 ▲ 2.5%−102.6 pts vs S&P Filing
HTGCHercules Capital, Inc. Sale (full)$50,001 - $100,000 · Joint Jun 4, 2022 May 19, 2022 ▲ 89.3%−15.8 pts vs S&P Filing
OXBROxbridge RE Holdings Ltd Sale (full)$1,001 - $15,000 · Joint Jun 4, 2022 May 18, 2022 ▼ 83.5%−187.3 pts vs S&P Filing
KMIKinder Morgan Purchase$1,001 - $15,000 · Joint Jun 4, 2022 May 17, 2022 — Filing
PAAPlains ALL American Pipeline LP Purchase$1,001 - $15,000 · Joint Jun 4, 2022 May 16, 2022 ▲ 238.6%+139.0 pts vs S&P Filing
EPDEnterprise Products Partners L.p. Purchase$1,001 - $15,000 · Joint Jun 4, 2022 May 13, 2022 ▲ 95.9%−3.0 pts vs S&P Filing
KNOPKnot Offshore Partners LP Purchase$1,001 - $15,000 · Joint Jun 4, 2022 May 13, 2022 ▼ 38.8%−137.6 pts vs S&P Filing
ORIOLD Republic International Corp Sale (full)$15,001 - $50,000 · Joint Jun 4, 2022 May 12, 2022 ▲ 136.8%+33.2 pts vs S&P Filing
HTGCHercules Capital, Inc. Purchase$1,001 - $15,000 · Joint Jun 4, 2022 May 9, 2022 ▲ 69.7%−30.9 pts vs S&P Filing
TAT&T Purchase$1,001 - $15,000 · Joint Jun 4, 2022 May 3, 2022 ▲ 41.9%−49.9 pts vs S&P Filing
MOAltria Purchase$1,001 - $15,000 · Joint Jun 4, 2022 May 2, 2022 ▲ 97.4%+4.6 pts vs S&P Filing
BTIBritish American Tobacco P.l.c. Purchase$15,001 - $50,000 · Joint May 4, 2022 Apr 26, 2022 — Filing
PSXPhillips 66 Sale (full)$50,001 - $100,000 · Joint May 4, 2022 Apr 25, 2022 ▲ 298.0%+211.6 pts vs S&P Filing
KNOPKnot Offshore Partners LP Purchase$1,001 - $15,000 · Joint May 4, 2022 Apr 22, 2022 ▼ 42.1%−129.6 pts vs S&P Filing
KNOPKnot Offshore Partners LP Purchase$15,001 - $50,000 · Joint May 4, 2022 Apr 11, 2022 ▼ 39.7%−121.3 pts vs S&P Filing
AVGOBroadcom Sale (full)$15,001 - $50,000 · Joint May 4, 2022 Apr 8, 2022 ▲ 491.9%+413.4 pts vs S&P Filing
GSKGSK plc Purchase$1,001 - $15,000 · Joint May 4, 2022 Apr 8, 2022 — Filing
RRyder System Inc Sale (full)$15,001 - $50,000 · Joint May 4, 2022 Apr 8, 2022 ▲ 402.9%+324.5 pts vs S&P Filing
BTIBritish American Tobacco P.l.c. Purchase$1,001 - $15,000 · Joint May 4, 2022 Apr 7, 2022 — Filing
ORIOLD Republic International Corp Purchase$1,001 - $15,000 · Joint May 4, 2022 Apr 6, 2022 ▲ 113.4%+34.5 pts vs S&P Filing
CWENClearway Energy, Inc. Purchase$15,001 - $50,000 · Joint May 4, 2022 Apr 1, 2022 ▲ 18.7%−57.6 pts vs S&P Filing
BTIBritish American Tobacco P.l.c. Purchase$1,001 - $15,000 · Joint Jan 3, 2023 Mar 31, 2022 — Filing
BTIBritish American Tobacco P.l.c. Purchase$15,001 - $50,000 · Joint Jan 3, 2023 Mar 29, 2022 — Filing
CAGConagra Brands Inc. Sale (full)$50,001 - $100,000 · Joint Jan 3, 2023 Mar 28, 2022 ▼ 42.9%−118.1 pts vs S&P Filing
FLOFlowers Foods Inc Sale (full)$50,001 - $100,000 · Joint Jan 3, 2023 Mar 28, 2022 ▼ 66.1%−141.3 pts vs S&P Filing
RRyder System Inc Purchase$15,001 - $50,000 · Joint Jan 3, 2023 Mar 28, 2022 ▲ 289.9%+214.7 pts vs S&P Filing
TSNTyson Foods Sale (full)$15,001 - $50,000 · Joint Jan 3, 2023 Mar 28, 2022 ▼ 23.7%−98.9 pts vs S&P Filing
CWENClearway Energy, Inc. Purchase$50,001 - $100,000 · Joint Jan 3, 2023 Mar 23, 2022 ▲ 21.1%−58.9 pts vs S&P Filing
PMPhilip Morris International Sale (full)$100,001 - $250,000 · Joint Jan 3, 2023 Mar 23, 2022 ▲ 179.6%+99.6 pts vs S&P Filing
GISGeneral Mills Sale (full)$50,001 - $100,000 · Joint Jan 3, 2023 Mar 22, 2022 ▼ 32.4%−110.1 pts vs S&P Filing
PPLPPL Corporation Sale (full)$100,001 - $250,000 · Joint Jan 3, 2023 Mar 14, 2022 ▲ 60.8%−31.4 pts vs S&P Filing
XOMExxonMobil Purchase$1,001 - $15,000 · Joint Jan 3, 2023 Mar 10, 2022 ▲ 144.8%+56.4 pts vs S&P Filing
HTGCHercules Capital, Inc. Purchase$1,001 - $15,000 · Joint Jan 3, 2023 Mar 8, 2022 ▲ 62.1%−30.5 pts vs S&P Filing
AEGAegon LTD. Sale (full)$15,001 - $50,000 · Joint Jan 3, 2023 Mar 7, 2022 — Filing
HTGCHercules Capital, Inc. Purchase$15,001 - $50,000 · Joint Jan 3, 2023 Mar 7, 2022 ▲ 63.2%−27.8 pts vs S&P Filing
ORIOLD Republic International Corp Purchase$1,001 - $15,000 · Joint Jan 3, 2023 Mar 7, 2022 ▲ 108.2%+17.1 pts vs S&P Filing
CAGConagra Brands Inc. Purchase$1,001 - $15,000 · Joint Jan 3, 2023 Mar 4, 2022 ▼ 45.5%−130.9 pts vs S&P Filing
HTGCHercules Capital, Inc. Purchase$15,001 - $50,000 · Joint Jan 3, 2023 Mar 4, 2022 ▲ 58.5%−27.0 pts vs S&P Filing
ORIOLD Republic International Corp Purchase$15,001 - $50,000 · Joint Jan 3, 2023 Mar 1, 2022 ▲ 107.8%+21.5 pts vs S&P Filing
ORIOLD Republic International Corp Purchase$15,001 - $50,000 · Joint Apr 5, 2022 Mar 1, 2022 ▲ 107.8%+21.5 pts vs S&P Filing
ADMArcher Daniels Midland Purchase$15,001 - $50,000 · Joint Mar 7, 2022 Feb 24, 2022 ▲ 13.8%−73.3 pts vs S&P Filing
FLOFlowers Foods Inc Purchase$15,001 - $50,000 · Joint Mar 7, 2022 Feb 24, 2022 ▼ 67.9%−155.0 pts vs S&P Filing
MFCManulife Financial Corp Purchase$15,001 - $50,000 · Joint Mar 7, 2022 Feb 24, 2022 — Filing
MSFTMicrosoft Corporation Sale (full)$15,001 - $50,000 · Joint Mar 7, 2022 Feb 24, 2022 ▲ 78.7%−8.4 pts vs S&P Filing
GSKGSK plc Purchase$1,001 - $15,000 · Joint Mar 7, 2022 Feb 22, 2022 — Filing
AMAntero Midstream Corp Sale (full)$50,001 - $100,000 · Joint Mar 7, 2022 Feb 17, 2022 ▲ 199.0%+115.7 pts vs S&P Filing
KMIKinder Morgan Purchase$50,001 - $100,000 · Joint Mar 7, 2022 Feb 17, 2022 — Filing
OXBROxbridge RE Holdings Ltd Purchase$1,001 - $15,000 · Joint Mar 7, 2022 Feb 16, 2022 ▼ 86.5%−165.9 pts vs S&P Filing
AEGAegon LTD. Purchase$15,001 - $50,000 · Joint Mar 7, 2022 Feb 15, 2022 — Filing
PAAPlains ALL American Pipeline LP Purchase$1,001 - $15,000 · Joint Mar 7, 2022 Feb 15, 2022 ▲ 248.2%+168.6 pts vs S&P Filing
EPDEnterprise Products Partners L.p. Purchase$1,001 - $15,000 · Joint Mar 7, 2022 Feb 14, 2022 ▲ 115.3%+32.8 pts vs S&P Filing
PPLPPL Corporation Purchase$15,001 - $50,000 · Joint Mar 7, 2022 Feb 14, 2022 ▲ 49.4%−33.1 pts vs S&P Filing
AMAntero Midstream Corp Purchase$1,001 - $15,000 · Joint Mar 7, 2022 Feb 10, 2022 ▲ 184.9%+106.6 pts vs S&P Filing
GISGeneral Mills Purchase$50,001 - $100,000 · Joint Mar 7, 2022 Feb 10, 2022 ▼ 36.8%−115.2 pts vs S&P Filing
FLOFlowers Foods Inc Purchase$15,001 - $50,000 · Joint Mar 7, 2022 Feb 4, 2022 ▼ 69.3%−147.9 pts vs S&P Filing
TSNTyson Foods Purchase$15,001 - $50,000 · Joint Mar 7, 2022 Feb 4, 2022 ▼ 24.6%−103.2 pts vs S&P Filing
TAT&T Purchase$1,001 - $15,000 · Joint Mar 7, 2022 Feb 2, 2022 ▲ 50.1%−25.1 pts vs S&P Filing
FSPFranklin Street Properties Corp Sale (full)$50,001 - $100,000 · Joint Feb 4, 2022 Jan 31, 2022 ▼ 91.4%−169.5 pts vs S&P Filing
NHINational Health Investors Inc Sale (full)$50,001 - $100,000 · Joint Feb 4, 2022 Jan 28, 2022 ▲ 55.7%−25.7 pts vs S&P Filing
ILPTIndustrial Logistics Properties Trust Sale (full)$50,001 - $100,000 · Joint Feb 4, 2022 Jan 27, 2022 ▼ 66.4%−152.2 pts vs S&P Filing
TAT&T Purchase$15,001 - $50,000 · Joint Feb 4, 2022 Jan 26, 2022 ▲ 51.9%−33.0 pts vs S&P Filing
MSIMotorola Solutions Sale (partial)$15,001 - $50,000 · Joint Feb 4, 2022 Jan 26, 2022 ▲ 126.4%+41.5 pts vs S&P Filing
ADMArcher Daniels Midland Purchase$15,001 - $50,000 · Joint Feb 4, 2022 Jan 25, 2022 ▲ 26.9%−57.5 pts vs S&P Filing
ADMArcher Daniels Midland Purchase$15,001 - $50,000 · Joint Feb 4, 2022 Jan 24, 2022 ▲ 26.5%−55.6 pts vs S&P Filing
BXMTBlackstone Mortgage Trust, Inc. Sale (full)$50,001 - $100,000 · Joint Feb 4, 2022 Jan 24, 2022 ▼ 37.5%−119.6 pts vs S&P Filing
CAGConagra Brands Inc. Purchase$15,001 - $50,000 · Joint Feb 4, 2022 Jan 24, 2022 ▼ 46.4%−128.6 pts vs S&P Filing
EPDEnterprise Products Partners L.p. Purchase$15,001 - $50,000 · Joint Feb 4, 2022 Jan 24, 2022 ▲ 124.2%+42.0 pts vs S&P Filing
FSPFranklin Street Properties Corp Purchase$50,001 - $100,000 · Joint Feb 4, 2022 Jan 21, 2022 ▼ 91.6%−174.6 pts vs S&P Filing
NFGNational Fuel GAS Co Sale (full)$50,001 - $100,000 · Joint Feb 4, 2022 Jan 21, 2022 ▲ 56.1%−26.8 pts vs S&P Filing
PAAPlains ALL American Pipeline LP Purchase$15,001 - $50,000 · Joint Feb 4, 2022 Jan 21, 2022 ▲ 270.2%+187.2 pts vs S&P Filing
OLPONE Liberty Properties Inc Sale (full)$100,001 - $250,000 · Joint Feb 4, 2022 Jan 20, 2022 ▲ 4.9%−74.5 pts vs S&P Filing
BXMTBlackstone Mortgage Trust, Inc. Purchase$1,001 - $15,000 · Joint Feb 4, 2022 Jan 18, 2022 ▼ 40.0%−115.6 pts vs S&P Filing
GSKGSK plc Purchase$1,001 - $15,000 · Joint Feb 4, 2022 Jan 14, 2022 — Filing
MOAltria Purchase$1,001 - $15,000 · Joint Feb 4, 2022 Jan 11, 2022 ▲ 124.7%+54.1 pts vs S&P Filing
PMPhilip Morris International Purchase$1,001 - $15,000 · Joint Feb 4, 2022 Jan 11, 2022 ▲ 156.1%+85.5 pts vs S&P Filing
OLPONE Liberty Properties Inc Purchase$1,001 - $15,000 · Joint Feb 4, 2022 Jan 6, 2022 ▼ 8.3%−79.6 pts vs S&P Filing
MSFTMicrosoft Corporation Purchase$15,001 - $50,000 · Joint Feb 4, 2022 Jan 5, 2022 ▲ 66.7%−4.4 pts vs S&P Filing
AVGOBroadcom Purchase$15,001 - $50,000 · Joint Feb 4, 2022 Jan 3, 2022 ▲ 427.3%+359.6 pts vs S&P Filing
CAGConagra Brands Inc. Purchase$15,001 - $50,000 · Joint Feb 4, 2022 Jan 3, 2022 ▼ 44.4%−112.2 pts vs S&P Filing
MSIMotorola Solutions Purchase$15,001 - $50,000 · Joint Feb 4, 2022 Jan 3, 2022 ▲ 92.7%+24.9 pts vs S&P Filing
PPLPPL Corporation Purchase$1,001 - $15,000 · Joint Feb 4, 2022 Jan 3, 2022 ▲ 40.6%−27.2 pts vs S&P Filing
XOMExxonMobil Purchase$1,001 - $15,000 · Joint Jan 5, 2022 Dec 13, 2021 ▲ 242.8%+170.4 pts vs S&P Filing
PBAPembina Pipeline Corp Purchase$1,001 - $15,000 · Joint Dec 3, 2021 Nov 30, 2021 — Filing
BXMTBlackstone Mortgage Trust, Inc. Purchase$15,001 - $50,000 · Joint Dec 3, 2021 Nov 26, 2021 ▼ 37.1%−112.3 pts vs S&P Filing
PAAPlains ALL American Pipeline LP Purchase$15,001 - $50,000 · Joint Dec 3, 2021 Nov 26, 2021 ▲ 280.3%+205.1 pts vs S&P Filing
PMPhilip Morris International Purchase$1,001 - $15,000 · Joint Dec 3, 2021 Nov 23, 2021 ▲ 192.4%+120.7 pts vs S&P Filing
EPDEnterprise Products Partners L.p. Purchase$1,001 - $15,000 · Joint Dec 3, 2021 Nov 19, 2021 ▲ 144.3%+72.8 pts vs S&P Filing
ILPTIndustrial Logistics Properties Trust Purchase$1,001 - $15,000 · Joint Dec 3, 2021 Nov 19, 2021 ▼ 67.8%−139.3 pts vs S&P Filing
EPDEnterprise Products Partners L.p. Purchase$1,001 - $15,000 · Joint Dec 3, 2021 Nov 15, 2021 ▲ 131.3%+59.3 pts vs S&P Filing
PAAPlains ALL American Pipeline LP Purchase$1,001 - $15,000 · Joint Dec 3, 2021 Nov 15, 2021 ▲ 255.5%+183.5 pts vs S&P Filing
AMAntero Midstream Corp Purchase$1,001 - $15,000 · Joint Dec 3, 2021 Nov 11, 2021 ▲ 169.1%+95.7 pts vs S&P Filing
NHINational Health Investors Inc Purchase$1,001 - $15,000 · Joint Dec 3, 2021 Nov 8, 2021 ▲ 67.5%−4.0 pts vs S&P Filing
TAT&T Purchase$1,001 - $15,000 · Joint Dec 3, 2021 Nov 4, 2021 ▲ 52.6%−19.6 pts vs S&P Filing
TAT&T Purchase$1,001 - $15,000 · Joint Dec 3, 2021 Nov 2, 2021 ▲ 50.0%−24.1 pts vs S&P Filing
MOAltria Purchase$1,001 - $15,000 · Joint Nov 2, 2021 Oct 13, 2021 ▲ 136.5%+51.7 pts vs S&P Filing
GSKGSK plc Purchase$1,001 - $15,000 · Joint Nov 2, 2021 Oct 8, 2021 — Filing
OLPONE Liberty Properties Inc Purchase$1,001 - $15,000 · Joint Nov 2, 2021 Oct 7, 2021 ▲ 2.9%−80.5 pts vs S&P Filing
PPLPPL Corporation Purchase$1,001 - $15,000 · Joint Nov 2, 2021 Oct 4, 2021 ▲ 51.9%−35.7 pts vs S&P Filing
PMPhilip Morris International Purchase$15,001 - $50,000 · Joint Oct 4, 2021 Sep 28, 2021 ▲ 166.3%+80.9 pts vs S&P Filing
XOMExxonMobil Purchase$1,001 - $15,000 · Joint Oct 4, 2021 Sep 13, 2021 ▲ 286.6%+206.0 pts vs S&P Filing
ILPTIndustrial Logistics Properties Trust Purchase$15,001 - $50,000 · Joint Oct 4, 2021 Sep 10, 2021 ▼ 71.1%−152.2 pts vs S&P Filing
NEWTNewtekone, Inc. Purchase$1,001 - $15,000 · Joint Sep 8, 2022 Aug 30, 2021 ▼ 41.1%−119.5 pts vs S&P Filing
PAAPlains ALL American Pipeline LP Purchase$1,001 - $15,000 · Joint Sep 3, 2021 Aug 16, 2021 ▲ 293.7%+213.2 pts vs S&P Filing
EPDEnterprise Products Partners L.p. Purchase$1,001 - $15,000 · Joint Sep 3, 2021 Aug 13, 2021 ▲ 140.0%+59.1 pts vs S&P Filing
AMAntero Midstream Corp Purchase$1,001 - $15,000 · Joint Sep 3, 2021 Aug 11, 2021 ▲ 216.9%+135.2 pts vs S&P Filing
BXMTBlackstone Mortgage Trust, Inc. Purchase$50,001 - $100,000 · Joint Sep 3, 2021 Aug 9, 2021 ▼ 38.0%−120.4 pts vs S&P 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 −0.3% −0.3% 48% 437 −0.1% (437)
Purchases 90 days +1.2% +0.7% 52% 437 +0.4% (437)
Sales 30 days +1.7% +1.4% 57% 106 +0.4% (106)
Sales 90 days +1.0% +0.1% 50% 106 −1.0% (106)

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