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William R. Keating: stock trades

Democrat, Representative for MA's 9th district. Value ranges as filed, never exact figures.

Activity

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

William R. Keating: purchases and sales per month
0 1 2 3 4 Dec 2024: 0 purchases Dec 2024: 0 sales Dec Jan 2025: 4 purchases Jan 2025: 2 sales Feb 2025: 4 purchases Feb 2025: 0 sales Mar 2025: 0 purchases Mar 2025: 1 sales Mar Apr 2025: 0 purchases Apr 2025: 0 sales May 2025: 0 purchases May 2025: 0 sales Jun 2025: 0 purchases Jun 2025: 0 sales Jun Jul 2025: 0 purchases Jul 2025: 0 sales Aug 2025: 0 purchases Aug 2025: 0 sales Sep 2025: 0 purchases Sep 2025: 0 sales Sep Oct 2025: 0 purchases Oct 2025: 0 sales Nov 2025: 0 purchases Nov 2025: 0 sales Dec 2025: 0 purchases Dec 2025: 0 sales Dec Jan 2026: 0 purchases Jan 2026: 0 sales Feb 2026: 0 purchases Feb 2026: 0 sales Mar 2026: 0 purchases Mar 2026: 0 sales Mar Apr 2026: 0 purchases Apr 2026: 0 sales May 2026: 0 purchases May 2026: 0 sales Jun 2026: 0 purchases Jun 2026: 0 sales Jun Jul 2026: 0 purchases Jul 2026: 0 sales Aug 2026: 0 purchases Aug 2026: 0 sales Sep 2026: 0 purchases Sep 2026: 0 sales Sep Oct 2026: 0 purchases Oct 2026: 0 sales Nov 2026: 0 purchases Nov 2026: 0 sales
Show as a table
MonthPurchasesSales
Dec 202400
Jan 202542
Feb 202540
Mar 202501
Apr 202500
May 202500
Jun 202500
Jul 202500
Aug 202500
Sep 202500
Oct 202500
Nov 202500
Dec 202500
Jan 202600
Feb 202600
Mar 202600
Apr 202600
May 202600
Jun 202600
Jul 202600
Aug 202600
Sep 202600
Oct 202600
Nov 202600
Trades, 24 months
11
Purchases
8
Sales
3
In 2025
11

Top sectors

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

  • Technology26% of trades 26
  • Consumer Discretionary17% of trades 17
  • Health Care15% of trades 15
  • Industrials13% of trades 13
  • Financials11% of trades 11
  • Consumer Staples6% of trades 6

Would copying William R. Keating’s trades have beaten the S&P 500?

Copying William R. Keating’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 April 28, 2021 into $11,088 by November 2, 2026, against $19,503 in the S&P 500: +1.9% a year against +12.9%, with a beta of 0.78. Selling each purchase after 6 months instead would have made +10.4% a year. Six months after each report, the average share purchase was −1.1% against the S&P 500 (median −0.4%), and 47% beat it, well within what luck alone would produce. Measured from the trade date instead, the member’s own timing, the average was −0.3%. Reports arrived a median of 20 days after the trade. 2 purchases had already been sold in full by the time they were reported, so a follower could not copy them; the averages below still count every purchase.

$0$10.0k$20.0k 202120222023202420252026 $19.5k$11.1k
Copying William R. KeatingS&P 500, buy and hold $10,000 copying William R. Keating’s disclosed holdings from April 28, 2021, before costs and taxes, marked weekly. Each annual report resets the copy to the holdings it lists; each trade report then adds or reduces positions, sized by the middle of the amount band filed (a partial sale takes off its band but never more than half the position). Holdings before the first report in our records are unknown. Money not in a stock earns the Treasury bill rate.
MeasuredTrades countedAverage vs S&P 500MedianWent the right wayt-statisticEvidence
Purchases, 3 months after the report 72 −1.0% −1.5% 44% -0.87 No reliable evidence
Purchases, 6 months after the report 72 −1.1% −0.4% 47% -0.55 No reliable evidence
Purchases, 3 months after the trade 72 +0.6% +0.7% 54% 0.46 No reliable evidence
Purchases, 6 months after the trade 72 −0.3% +0.6% 54% -0.18 Some evidence: behind
Sales, 6 months after the report 29 −4.3% −2.4% 55% -1.70 No reliable evidence
Return a year, copying
+1.9%
S&P 500, same dates
+12.9%
Yearly swing (S&P 500)
20% (17%)
Sharpe ratio (S&P 500)
0.01 (0.59)
Biggest drop (S&P 500)
−26% (−25%)
Market sensitivity (beta)
0.78

“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 William R. Keating 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.
MSFTMicrosoft Corporation 4$4,004–$60,000 1$1,001–$15,000 Mar 17, 2021 Feb 5, 2025 ▲ 130.5%+25.6 pts vs S&P
GOOGLAlphabet Inc. (Class A) 3$3,003–$45,000 1$1,001–$15,000 Mar 17, 2021 Oct 31, 2024 ▲ 170.6%+65.7 pts vs S&P
ABNBAirbnb 1$1,001–$15,000 2$2,002–$30,000 Jan 18, 2023 Jan 7, 2025 ▲ 65.7%−36.2 pts vs S&P
ACNAccenture 2$2,002–$30,000 1$1,001–$15,000 Mar 17, 2021 Feb 5, 2025 ▲ 6.0%−99.0 pts vs S&P
AMZNAmazon 3$17,003–$80,000 0 May 17, 2024 Jan 7, 2025 ▲ 36.4%−10.2 pts vs S&P
BABoeing 2$2,002–$30,000 1$1,001–$15,000 Mar 17, 2021 Feb 28, 2024 ▼ 34.1%−139.0 pts vs S&P
BAXBaxter International 2$2,002–$30,000 1$1,001–$15,000 Mar 17, 2021 Dec 5, 2022 ▼ 64.9%−169.8 pts vs S&P
CATCaterpillar Inc. 1$1,001–$15,000 2$1,850–$15,849 Mar 17, 2021 Sep 11, 2024 ▲ 194.1%+89.1 pts vs S&P
CVSCVS Health 1$1,001–$15,000 2$2,002–$30,000 Mar 17, 2021 May 17, 2024 ▲ 48.9%−56.0 pts vs S&P
LRCXLam Research 2$2,002–$30,000 1$1,001–$15,000 Mar 17, 2021 Jan 24, 2025 ▲ 339.1%+234.2 pts vs S&P
NXPINXP Semiconductors 2$2,002–$30,000 1$1,001–$15,000 Mar 17, 2021 Sep 11, 2024 ▲ 39.4%−65.5 pts vs S&P
VRSNVerisign Inc 2$2,002–$30,000 1$1,001–$15,000 Mar 17, 2021 Jun 10, 2021 ▲ 68.8%−36.1 pts vs S&P
ADBEAdobe Inc. 1$1,001–$15,000 1$1,001–$15,000 Jun 10, 2021 Nov 9, 2022 ▼ 53.9%−145.5 pts vs S&P
ARMKAramark 2$2,002–$30,000 0 Mar 17, 2021 Feb 5, 2025 ▲ 98.9%−6.1 pts vs S&P
AZOAutoZone 1$1,001–$15,000 1$1,001–$15,000 Mar 17, 2021 May 17, 2024 ▲ 147.6%+42.7 pts vs S&P
BJBj's Wholesale Club Holdings, Inc. 1$1,001–$15,000 1$1,001–$15,000 Mar 17, 2021 Mar 3, 2025 ▲ 158.6%+53.6 pts vs S&P
BKNGBooking Holdings 1$1,001–$15,000 1$1,001–$15,000 Mar 17, 2021 Jan 18, 2023 ▲ 59.4%−45.5 pts vs S&P
CCICrown Castle 1$1,001–$15,000 1$1,001–$15,000 Mar 17, 2021 Mar 29, 2022 ▼ 32.1%−137.0 pts vs S&P
COFCapital One 1$1,001–$15,000 1$1,001–$15,000 Mar 17, 2021 Jun 30, 2023 ▲ 74.3%−30.6 pts vs S&P
CVXChevron Corporation 1$1,001–$15,000 1$1,001–$15,000 Mar 17, 2021 Apr 14, 2021 ▲ 161.9%+56.9 pts vs S&P
FISVFiserv 1$1,001–$15,000 1$1,001–$15,000 Mar 17, 2021 Jan 28, 2022 ▼ 52.7%−157.7 pts vs S&P
JJacobs Solutions 1$1,001–$15,000 1$1,001–$15,000 Mar 17, 2021 May 17, 2024 ▲ 61.8%−43.2 pts vs S&P
JPMJPMorgan Chase 2$2,002–$30,000 0 Mar 17, 2021 Feb 13, 2023 ▲ 150.2%+45.3 pts vs S&P
LOWLowe's 1$1,001–$15,000 1$1,001–$15,000 Mar 17, 2021 May 17, 2024 ▲ 36.3%−68.6 pts vs S&P
MDTMedtronic 1$1,001–$15,000 1$1,001–$15,000 Mar 17, 2021 Mar 29, 2022 ▼ 0.7%−105.6 pts vs S&P
PEPPepsiCo 2$2,002–$30,000 0 Mar 17, 2021 Feb 5, 2025 ▲ 22.7%−82.3 pts vs S&P
PGProcter & Gamble 2$2,002–$30,000 0 Mar 17, 2021 Apr 14, 2021 ▲ 46.0%−58.9 pts vs S&P
PNCPNC Financial Services 2$2,002–$30,000 0 Mar 17, 2021 Feb 13, 2023 ▲ 57.9%−47.1 pts vs S&P
ROSTRoss Stores 1$1,001–$15,000 1$1,001–$15,000 Mar 17, 2021 Sep 9, 2022 ▲ 98.4%−6.5 pts vs S&P
SUSuncor Energy Inc 1$1,001–$15,000 1$1,001–$15,000 Mar 17, 2021 Apr 14, 2021 —
URIUnited Rentals 1$1,001–$15,000 1$1,001–$15,000 Mar 17, 2021 Feb 28, 2024 ▲ 278.9%+174.0 pts vs S&P
VEEVVeeva Systems Inc 2$2,002–$30,000 0 Mar 17, 2021 Feb 13, 2023 ▲ 17.4%−87.6 pts vs S&P
AMHAmerican Homes 4 Rent 1$1,001–$15,000 0 Mar 29, 2022 Mar 29, 2022 ▼ 11.0%−84.5 pts vs S&P
AMTMAmentum Holdings, Inc. 0 1$1,001–$15,000 Oct 31, 2024 Oct 31, 2024 —
CACICACI International Inc 1$1,001–$15,000 0 Mar 17, 2021 Mar 17, 2021 ▲ 176.0%+71.1 pts vs S&P
CDWCDW Corporation 1$1,001–$15,000 0 Mar 17, 2021 Mar 17, 2021 ▼ 1.4%−106.4 pts vs S&P
CSGPCoStar Group 1$1,001–$15,000 0 Jan 21, 2025 Jan 21, 2025 ▼ 57.7%−85.2 pts vs S&P
ICEIntercontinental Exchange 1$1,001–$15,000 0 Mar 17, 2021 Mar 17, 2021 ▲ 61.2%−43.7 pts vs S&P
INTUIntuit 1$1,001–$15,000 0 Mar 17, 2021 Mar 17, 2021 ▼ 7.3%−112.2 pts vs S&P
ISRGIntuitive Surgical 1$1,001–$15,000 0 Jul 20, 2023 Jul 20, 2023 ▲ 27.1%−46.5 pts vs S&P
KLACKLA Corporation 1$1,001–$15,000 0 Jan 24, 2025 Jan 24, 2025 ▲ 109.8%+83.4 pts vs S&P
LINLinde plc 1$1,001–$15,000 0 Jun 30, 2023 Jun 30, 2023 ▲ 40.5%−36.5 pts vs S&P
MAMastercard 1$1,001–$15,000 0 Mar 17, 2021 Mar 17, 2021 ▲ 76.7%−28.2 pts vs S&P
MCKMcKesson 1$1,001–$15,000 0 Jun 8, 2023 Jun 8, 2023 ▲ 161.8%+78.2 pts vs S&P
MCOMoody's Corporation 1$1,001–$15,000 0 Mar 17, 2021 Mar 17, 2021 ▲ 79.4%−25.5 pts vs S&P
MRKMerck & Co. 1$1,001–$15,000 0 Mar 17, 2021 Mar 17, 2021 ▲ 131.0%+26.0 pts vs S&P
NOCNorthrop Grumman 1$1,001–$15,000 0 Mar 17, 2021 Mar 17, 2021 ▲ 93.6%−11.3 pts vs S&P
NOWServiceNow 1$1,001–$15,000 0 Nov 9, 2022 Nov 9, 2022 ▲ 50.4%−61.9 pts vs S&P
PANWPalo Alto Networks 1$1,001–$15,000 0 Jan 24, 2024 Jan 24, 2024 ▲ 106.2%+45.8 pts vs S&P
QCOMQualcomm 1$1,001–$15,000 0 Oct 31, 2024 Oct 31, 2024 ▲ 5.5%−30.2 pts vs S&P
TDGTransDigm Group 1$1,001–$15,000 0 Feb 28, 2024 Feb 28, 2024 ▲ 16.2%−37.6 pts vs S&P
TJXTJX Companies 1$1,001–$15,000 0 Sep 9, 2022 Sep 9, 2022 ▲ 117.5%+21.4 pts vs S&P
UNHUnitedHealth Group 1$1,001–$15,000 0 Mar 17, 2021 Mar 17, 2021 ▲ 25.7%−79.2 pts vs S&P
VRTXVertex Pharmaceuticals 1$1,001–$15,000 0 Mar 29, 2022 Mar 29, 2022 ▲ 105.7%+32.1 pts vs S&P

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. Click a column heading to sort.

Report
BJBj's Wholesale Club Holdings, Inc. Sale (full)$1,001 - $15,000 Mar 21, 2025 Mar 3, 2025 ▲ 9.8%−21.9 pts vs S&P Filing
ACNAccenture Purchase$1,001 - $15,000 Feb 25, 2025 Feb 5, 2025 ▼ 33.7%−60.9 pts vs S&P Filing
ARMKAramark Purchase$1,001 - $15,000 Feb 25, 2025 Feb 5, 2025 ▲ 47.4%+20.1 pts vs S&P Filing
MSFTMicrosoft Corporation Purchase$1,001 - $15,000 Feb 25, 2025 Feb 5, 2025 ▲ 28.1%+0.8 pts vs S&P Filing
PEPPepsiCo Purchase$1,001 - $15,000 Feb 25, 2025 Feb 5, 2025 ▲ 1.1%−26.1 pts vs S&P Filing
KLACKLA Corporation Purchase$1,001 - $15,000 Feb 25, 2025 Jan 24, 2025 ▲ 109.8%+83.4 pts vs S&P Filing
LRCXLam Research Sale (full)$1,001 - $15,000 Feb 25, 2025 Jan 24, 2025 ▲ 191.9%+165.4 pts vs S&P Filing
CSGPCoStar Group Purchase$1,001 - $15,000 Feb 25, 2025 Jan 21, 2025 ▼ 57.7%−85.2 pts vs S&P Filing
ABNBAirbnb Sale (full)$1,001 - $15,000 Jan 15, 2025 Jan 7, 2025 ▲ 27.6%−3.0 pts vs S&P Filing
AMZNAmazon Purchase$1,001 - $15,000 Jan 15, 2025 Jan 7, 2025 ▲ 13.4%−17.2 pts vs S&P Filing
GOOGLAlphabet Inc. (Class A) Purchase$1,001 - $15,000 Nov 6, 2024 Oct 31, 2024 ▲ 64.2%+28.6 pts vs S&P Filing
AMZNAmazon Purchase$1,001 - $15,000 Nov 6, 2024 Oct 31, 2024 ▲ 35.2%−0.5 pts vs S&P Filing
AMTMAmentum Holdings, Inc. Sale (full)$1,001 - $15,000 Nov 6, 2024 Oct 31, 2024 ▼ 24.9%−60.5 pts vs S&P Filing
MSFTMicrosoft Corporation Purchase$1,001 - $15,000 Nov 6, 2024 Oct 31, 2024 ▲ 30.5%−5.1 pts vs S&P Filing
QCOMQualcomm Purchase$1,001 - $15,000 Nov 6, 2024 Oct 31, 2024 ▲ 5.5%−30.2 pts vs S&P Filing
CATCaterpillar Inc. Sale (full)$1,001 - $15,000 Sep 24, 2024 Sep 11, 2024 ▲ 91.0%+51.4 pts vs S&P Filing
NXPINXP Semiconductors Sale (full)$1,001 - $15,000 Sep 24, 2024 Sep 11, 2024 ▲ 18.9%−20.7 pts vs S&P Filing
ACNAccenture Sale (partial)$1,001 - $15,000 May 22, 2024 May 17, 2024 ▼ 11.9%−58.5 pts vs S&P Filing
ABNBAirbnb Sale (partial)$1,001 - $15,000 May 22, 2024 May 17, 2024 ▲ 15.0%−31.6 pts vs S&P Filing
GOOGLAlphabet Inc. (Class A) Sale (partial)$1,001 - $15,000 May 22, 2024 May 17, 2024 ▲ 60.0%+13.4 pts vs S&P Filing
AMZNAmazon Purchase$15,001 - $50,000 May 22, 2024 May 17, 2024 ▲ 36.4%−10.2 pts vs S&P Filing
AZOAutoZone Sale (partial)$1,001 - $15,000 May 22, 2024 May 17, 2024 ▲ 9.6%−37.1 pts vs S&P Filing
CVSCVS Health Sale (full)$1,001 - $15,000 May 22, 2024 May 17, 2024 ▲ 74.4%+27.8 pts vs S&P Filing
JJacobs Solutions Sale (partial)$1,001 - $15,000 May 22, 2024 May 17, 2024 ▲ 45.3%−1.4 pts vs S&P Filing
LOWLowe's Sale (partial)$1,001 - $15,000 May 22, 2024 May 17, 2024 ▼ 3.1%−49.7 pts vs S&P Filing
MSFTMicrosoft Corporation Sale (partial)$1,001 - $15,000 May 22, 2024 May 17, 2024 ▲ 26.4%−20.2 pts vs S&P Filing
BABoeing Sale (full)$1,001 - $15,000 Mar 12, 2024 Feb 28, 2024 ▼ 16.1%−69.9 pts vs S&P Filing
TDGTransDigm Group Purchase$1,001 - $15,000 Mar 12, 2024 Feb 28, 2024 ▲ 16.2%−37.6 pts vs S&P Filing
URIUnited Rentals Sale (partial)$1,001 - $15,000 Mar 12, 2024 Feb 28, 2024 ▲ 74.8%+21.0 pts vs S&P Filing
PANWPalo Alto Networks Purchase$1,001 - $15,000 Feb 5, 2024 Jan 24, 2024 ▲ 106.2%+45.8 pts vs S&P Filing
CATCaterpillar Inc. Sale (full)$848.75 Sep 28, 2023 Sep 21, 2023 ▲ 139.3%+58.1 pts vs S&P Filing
ISRGIntuitive Surgical Purchase$1,001 - $15,000 Jul 31, 2023 Jul 20, 2023 ▲ 27.1%−46.5 pts vs S&P Filing
COFCapital One Sale (full)$1,001 - $15,000 Jul 19, 2023 Jun 30, 2023 ▲ 100.4%+23.4 pts vs S&P Filing
LINLinde plc Purchase$1,001 - $15,000 Jul 19, 2023 Jun 30, 2023 ▲ 40.5%−36.5 pts vs S&P Filing
CVSCVS Health Sale (full)$1,001 - $15,000 Jun 15, 2023 Jun 8, 2023 ▲ 45.3%−38.3 pts vs S&P Filing
MCKMcKesson Purchase$1,001 - $15,000 Jun 15, 2023 Jun 8, 2023 ▲ 161.8%+78.2 pts vs S&P Filing
GOOGLAlphabet Inc. (Class A) Purchase$1,001 - $15,000 Feb 28, 2023 Feb 13, 2023 ▲ 197.8%+106.3 pts vs S&P Filing
JPMJPMorgan Chase Purchase$1,001 - $15,000 Feb 28, 2023 Feb 13, 2023 ▲ 157.4%+65.9 pts vs S&P Filing
LRCXLam Research Purchase$1,001 - $15,000 Feb 28, 2023 Feb 13, 2023 ▲ 366.1%+274.6 pts vs S&P Filing
NXPINXP Semiconductors Purchase$1,001 - $15,000 Feb 28, 2023 Feb 13, 2023 ▲ 50.0%−41.5 pts vs S&P Filing
PNCPNC Financial Services Purchase$1,001 - $15,000 Feb 28, 2023 Feb 13, 2023 ▲ 64.6%−26.9 pts vs S&P Filing
VEEVVeeva Systems Inc Purchase$1,001 - $15,000 Feb 28, 2023 Feb 13, 2023 ▲ 77.4%−14.1 pts vs S&P Filing
ABNBAirbnb Purchase$1,001 - $15,000 Jan 30, 2023 Jan 18, 2023 ▲ 65.7%−36.2 pts vs S&P Filing
BKNGBooking Holdings Sale (full)$1,001 - $15,000 Jan 30, 2023 Jan 18, 2023 ▲ 70.9%−31.0 pts vs S&P Filing
BAXBaxter International Sale (full)$1,001 - $15,000 Dec 21, 2022 Dec 5, 2022 ▼ 47.0%−145.8 pts vs S&P Filing
ADBEAdobe Inc. Sale (full)$1,001 - $15,000 Nov 21, 2022 Nov 9, 2022 ▼ 17.4%−129.7 pts vs S&P Filing
NOWServiceNow Purchase$1,001 - $15,000 Nov 21, 2022 Nov 9, 2022 ▲ 50.4%−61.9 pts vs S&P Filing
ROSTRoss Stores Sale (full)$1,001 - $15,000 Oct 30, 2022 Sep 9, 2022 ▲ 157.7%+61.6 pts vs S&P Filing
TJXTJX Companies Purchase$1,001 - $15,000 Oct 30, 2022 Sep 9, 2022 ▲ 117.5%+21.4 pts vs S&P Filing
AMHAmerican Homes 4 Rent Purchase$1,001 - $15,000 May 5, 2022 Mar 29, 2022 ▼ 11.0%−84.5 pts vs S&P Filing
CCICrown Castle Sale (full)$1,001 - $15,000 May 5, 2022 Mar 29, 2022 ▼ 40.9%−114.4 pts vs S&P Filing
MDTMedtronic Sale (full)$1,001 - $15,000 May 5, 2022 Mar 29, 2022 ▲ 2.0%−71.6 pts vs S&P Filing
VRTXVertex Pharmaceuticals Purchase$1,001 - $15,000 May 5, 2022 Mar 29, 2022 ▲ 105.7%+32.1 pts vs S&P Filing
FISVFiserv Sale (full)$1,001 - $15,000 Feb 28, 2022 Jan 28, 2022 ▼ 44.3%−126.1 pts vs S&P Filing
ADBEAdobe Inc. Purchase$1,001 - $15,000 Jul 20, 2021 Jun 10, 2021 ▼ 53.9%−145.5 pts vs S&P Filing
VRSNVerisign Inc Sale (full)$1,001 - $15,000 Jul 20, 2021 Jun 10, 2021 ▲ 45.7%−45.9 pts vs S&P Filing
BAXBaxter International Purchase$1,001 - $15,000 Apr 27, 2021 Apr 14, 2021 ▼ 67.0%−164.2 pts vs S&P Filing
BABoeing Purchase$1,001 - $15,000 Apr 27, 2021 Apr 14, 2021 ▼ 31.2%−128.4 pts vs S&P Filing
CVXChevron Corporation Sale (full)$1,001 - $15,000 Apr 27, 2021 Apr 14, 2021 ▲ 171.3%+74.1 pts vs S&P Filing
MSFTMicrosoft Corporation Purchase$1,001 - $15,000 Apr 27, 2021 Apr 14, 2021 ▲ 113.8%+16.5 pts vs S&P Filing
PGProcter & Gamble Purchase$1,001 - $15,000 Apr 27, 2021 Apr 14, 2021 ▲ 38.3%−58.9 pts vs S&P Filing
SUSuncor Energy Inc Sale (full)$1,001 - $15,000 Apr 27, 2021 Apr 14, 2021 — Filing
VRSNVerisign Inc Purchase$1,001 - $15,000 Apr 27, 2021 Apr 14, 2021 ▲ 57.9%−39.3 pts vs S&P Filing
ACNAccenture Purchase$1,001 - $15,000 Apr 27, 2021 Mar 17, 2021 ▲ 6.0%−99.0 pts vs S&P Filing
GOOGLAlphabet Inc. (Class A) Purchase$1,001 - $15,000 Apr 27, 2021 Mar 17, 2021 ▲ 170.6%+65.7 pts vs S&P Filing
ARMKAramark Purchase$1,001 - $15,000 Apr 27, 2021 Mar 17, 2021 ▲ 98.9%−6.1 pts vs S&P Filing
AZOAutoZone Purchase$1,001 - $15,000 Apr 27, 2021 Mar 17, 2021 ▲ 147.6%+42.7 pts vs S&P Filing
BAXBaxter International Purchase$1,001 - $15,000 Apr 27, 2021 Mar 17, 2021 ▼ 64.9%−169.8 pts vs S&P Filing
BJBj's Wholesale Club Holdings, Inc. Purchase$1,001 - $15,000 Apr 27, 2021 Mar 17, 2021 ▲ 158.6%+53.6 pts vs S&P Filing
BABoeing Purchase$1,001 - $15,000 Apr 27, 2021 Mar 17, 2021 ▼ 34.1%−139.0 pts vs S&P Filing
BKNGBooking Holdings Purchase$1,001 - $15,000 Apr 27, 2021 Mar 17, 2021 ▲ 59.4%−45.5 pts vs S&P Filing
CACICACI International Inc Purchase$1,001 - $15,000 Apr 27, 2021 Mar 17, 2021 ▲ 176.0%+71.1 pts vs S&P Filing
COFCapital One Purchase$1,001 - $15,000 Apr 27, 2021 Mar 17, 2021 ▲ 74.3%−30.6 pts vs S&P Filing
CATCaterpillar Inc. Purchase$1,001 - $15,000 Apr 27, 2021 Mar 17, 2021 ▲ 194.1%+89.1 pts vs S&P Filing
CDWCDW Corporation Purchase$1,001 - $15,000 Apr 27, 2021 Mar 17, 2021 ▼ 1.4%−106.4 pts vs S&P Filing
CVXChevron Corporation Purchase$1,001 - $15,000 Apr 27, 2021 Mar 17, 2021 ▲ 161.9%+56.9 pts vs S&P Filing
CCICrown Castle Purchase$1,001 - $15,000 Apr 27, 2021 Mar 17, 2021 ▼ 32.1%−137.0 pts vs S&P Filing
CVSCVS Health Purchase$1,001 - $15,000 Apr 27, 2021 Mar 17, 2021 ▲ 48.9%−56.0 pts vs S&P Filing
FISVFiserv Purchase$1,001 - $15,000 Apr 27, 2021 Mar 17, 2021 ▼ 52.7%−157.7 pts vs S&P Filing
ICEIntercontinental Exchange Purchase$1,001 - $15,000 Apr 27, 2021 Mar 17, 2021 ▲ 61.2%−43.7 pts vs S&P Filing
INTUIntuit Purchase$1,001 - $15,000 Apr 27, 2021 Mar 17, 2021 ▼ 7.3%−112.2 pts vs S&P Filing
JJacobs Solutions Purchase$1,001 - $15,000 Apr 27, 2021 Mar 17, 2021 ▲ 61.8%−43.2 pts vs S&P Filing
JPMJPMorgan Chase Purchase$1,001 - $15,000 Apr 27, 2021 Mar 17, 2021 ▲ 150.2%+45.3 pts vs S&P Filing
LRCXLam Research Purchase$1,001 - $15,000 Apr 27, 2021 Mar 17, 2021 ▲ 339.1%+234.2 pts vs S&P Filing
LOWLowe's Purchase$1,001 - $15,000 Apr 27, 2021 Mar 17, 2021 ▲ 36.3%−68.6 pts vs S&P Filing
MAMastercard Purchase$1,001 - $15,000 Apr 27, 2021 Mar 17, 2021 ▲ 76.7%−28.2 pts vs S&P Filing
MDTMedtronic Purchase$1,001 - $15,000 Apr 27, 2021 Mar 17, 2021 ▼ 0.7%−105.6 pts vs S&P Filing
MRKMerck & Co. Purchase$1,001 - $15,000 Apr 27, 2021 Mar 17, 2021 ▲ 131.0%+26.0 pts vs S&P Filing
MSFTMicrosoft Corporation Purchase$1,001 - $15,000 Apr 27, 2021 Mar 17, 2021 ▲ 130.5%+25.6 pts vs S&P Filing
MCOMoody's Corporation Purchase$1,001 - $15,000 Apr 27, 2021 Mar 17, 2021 ▲ 79.4%−25.5 pts vs S&P Filing
NOCNorthrop Grumman Purchase$1,001 - $15,000 Apr 27, 2021 Mar 17, 2021 ▲ 93.6%−11.3 pts vs S&P Filing
NXPINXP Semiconductors Purchase$1,001 - $15,000 Apr 27, 2021 Mar 17, 2021 ▲ 39.4%−65.5 pts vs S&P Filing
PEPPepsiCo Purchase$1,001 - $15,000 Apr 27, 2021 Mar 17, 2021 ▲ 22.7%−82.3 pts vs S&P Filing
PNCPNC Financial Services Purchase$1,001 - $15,000 Apr 27, 2021 Mar 17, 2021 ▲ 57.9%−47.1 pts vs S&P Filing
PGProcter & Gamble Purchase$1,001 - $15,000 Apr 27, 2021 Mar 17, 2021 ▲ 46.0%−58.9 pts vs S&P Filing
ROSTRoss Stores Purchase$1,001 - $15,000 Apr 27, 2021 Mar 17, 2021 ▲ 98.4%−6.5 pts vs S&P Filing
SUSuncor Energy Inc Purchase$1,001 - $15,000 Apr 27, 2021 Mar 17, 2021 — Filing
URIUnited Rentals Purchase$1,001 - $15,000 Apr 27, 2021 Mar 17, 2021 ▲ 278.9%+174.0 pts vs S&P Filing
UNHUnitedHealth Group Purchase$1,001 - $15,000 Apr 27, 2021 Mar 17, 2021 ▲ 25.7%−79.2 pts vs S&P Filing
VEEVVeeva Systems Inc Purchase$1,001 - $15,000 Apr 27, 2021 Mar 17, 2021 ▲ 17.4%−87.6 pts vs S&P Filing
VRSNVerisign Inc Purchase$1,001 - $15,000 Apr 27, 2021 Mar 17, 2021 ▲ 68.8%−36.1 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 +0.4% +1.2% 56% 71 0.0% (71)
Purchases 90 days +1.0% +1.4% 56% 71 −1.1% (71)
Sales 30 days +0.3% +1.7% 54% 28 −0.3% (28)
Sales 90 days −3.4% −3.7% 36% 28 −4.6% (28)

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