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Zoe Lofgren: stock trades

Democrat, Representative for CA's 18th 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.

  • Financials21% of trades 70
  • Health Care14% of trades 47
  • Technology11% of trades 36
  • Consumer Staples10% of trades 34
  • Utilities9% of trades 31
  • Consumer Discretionary9% of trades 31

Would copying Zoe Lofgren’s trades have beaten the S&P 500?

Copying Zoe Lofgren’s disclosed holdings (starting from the holdings in each annual disclosure report once it was published, then adding purchases and taking off sales as each trade report became public, sized by the amounts reported, with call options counted as the stock until they expired) would have turned $10,000 on March 9, 2016 into $71,401 by November 2, 2026, against $45,117 in the S&P 500: +20.3% a year against +15.2%, with a beta of 1.00. Selling each purchase after 6 months instead would have made +8.8% a year. Six months after each report, the average share purchase was −1.8% against the S&P 500 (median −3.1%), and 45% beat it, well within what luck alone would produce. Measured from the trade date instead, the member’s own timing, the average was −1.2%. Reports arrived a median of 19 days after the trade.

$0$25.0k$50.0k$75.0k 201620182020202220242026 $71.4k$45.1k
Copying Zoe LofgrenS&P 500, buy and hold $10,000 copying Zoe Lofgren’s disclosed holdings from March 9, 2016, 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 161 −0.2% −0.4% 49% -0.26 No reliable evidence
Purchases, 6 months after the report 161 −1.8% −3.1% 45% -1.29 No reliable evidence
Purchases, 3 months after the trade 161 −0.6% −1.1% 45% -0.56 No reliable evidence
Purchases, 6 months after the trade 161 −1.2% −2.8% 43% -1.04 No reliable evidence
Sales, 6 months after the report 171 −1.4% −0.7% 51% -1.00 No reliable evidence
Return a year, copying
+20.3%
S&P 500, same dates
+15.2%
Yearly swing (S&P 500)
24% (18%)
Sharpe ratio (S&P 500)
0.80 (0.76)
Biggest drop (S&P 500)
−35% (−34%)
Market sensitivity (beta)
1.00

“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 Zoe Lofgren 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.
ADBEAdobe Inc. 3$3,003–$45,000 3$3,003–$45,000 Jun 15, 2017 May 25, 2023 ▲ 79.5%−179.0 pts vs S&P
GISGeneral Mills 3$3,003–$45,000 3$3,003–$45,000 Jun 15, 2017 May 25, 2023 ▼ 16.3%−274.9 pts vs S&P
MAMastercard 3$3,003–$45,000 3$3,003–$45,000 Jun 15, 2017 May 25, 2023 ▲ 462.8%+204.3 pts vs S&P
UNHUnitedHealth Group 3$3,003–$45,000 3$3,003–$45,000 Jun 15, 2017 May 25, 2023 ▲ 159.9%−98.6 pts vs S&P
VVisa Inc. 3$3,003–$45,000 3$3,003–$45,000 Jun 15, 2017 May 25, 2023 ▲ 376.8%+118.3 pts vs S&P
ZTSZoetis 3$3,003–$45,000 3$3,003–$45,000 Jun 15, 2017 May 25, 2023 ▲ 45.1%−213.5 pts vs S&P
CTASCintas 3$3,003–$45,000 2$2,002–$30,000 Jun 15, 2017 May 25, 2023 ▲ 671.3%+412.8 pts vs S&P
DISThe Walt Disney Company 3$3,003–$45,000 2$2,002–$30,000 Jun 15, 2017 May 25, 2023 ▲ 16.0%−242.5 pts vs S&P
EWEdwards Lifesciences 3$3,003–$45,000 2$2,002–$30,000 Jun 15, 2017 May 25, 2023 ▲ 149.5%−109.1 pts vs S&P
HDThe Home Depot 3$3,003–$45,000 2$2,002–$30,000 Jun 15, 2017 Oct 13, 2021 ▲ 165.5%−93.0 pts vs S&P
JPMJPMorgan Chase 3$3,003–$45,000 2$2,002–$30,000 Jun 15, 2017 May 25, 2023 ▲ 399.2%+140.7 pts vs S&P
SBUXStarbucks 3$3,003–$45,000 2$2,002–$30,000 Jun 15, 2017 May 25, 2023 ▲ 112.5%−146.0 pts vs S&P
TMOThermo Fisher Scientific 3$3,003–$45,000 2$2,002–$30,000 Jun 15, 2017 May 25, 2023 ▲ 311.0%+52.4 pts vs S&P
TMUST-Mobile US 3$3,003–$45,000 2$2,002–$30,000 Feb 18, 2020 May 25, 2023 ▲ 62.9%−83.3 pts vs S&P
AEPAmerican Electric Power 2$2,002–$30,000 2$2,002–$30,000 Jun 15, 2017 May 25, 2023 ▲ 147.9%−110.7 pts vs S&P
AONAon plc 3$3,003–$45,000 1$1,001–$15,000 Feb 18, 2020 May 25, 2023 —
ARCCAres Capital Corp 2$2,002–$30,000 2$2,002–$30,000 Jun 15, 2017 May 25, 2023 ▲ 181.6%−77.0 pts vs S&P
AWKAmerican Water Works 2$2,002–$30,000 2$2,002–$30,000 Jun 15, 2017 May 25, 2023 ▲ 113.8%−144.7 pts vs S&P
BACBank of America 2$2,002–$30,000 2$2,002–$30,000 Jun 15, 2017 May 25, 2023 ▲ 160.2%−98.4 pts vs S&P
BRK.BBerkshire Hathaway 2$2,002–$30,000 2$2,002–$30,000 Jun 15, 2017 May 25, 2023 ▲ 226.7%−31.9 pts vs S&P
CMCSAComcast 2$2,002–$30,000 2$2,002–$30,000 Jun 15, 2017 May 25, 2023 ▼ 20.7%−279.3 pts vs S&P
CMECME Group 2$2,002–$30,000 2$2,002–$30,000 Jun 15, 2017 May 25, 2023 ▲ 237.5%−21.0 pts vs S&P
COSTCostco 2$2,002–$30,000 2$2,002–$30,000 Jun 15, 2017 May 25, 2023 ▲ 541.5%+283.0 pts vs S&P
CSCOCisco 2$2,002–$30,000 2$2,002–$30,000 Jun 16, 2020 May 25, 2023 ▲ 165.9%+2.5 pts vs S&P
DHRDanaher Corporation 2$2,002–$30,000 2$2,002–$30,000 Jun 15, 2017 May 25, 2023 ▲ 222.6%−36.0 pts vs S&P
ESEversource Energy 2$2,002–$30,000 2$2,002–$30,000 Jun 15, 2017 May 25, 2023 ▲ 52.7%−205.8 pts vs S&P
HCAHCA Healthcare 2$2,002–$30,000 2$2,002–$30,000 Jun 15, 2020 May 25, 2023 ▲ 372.5%+204.0 pts vs S&P
KOThe Coca-Cola Company 2$2,002–$30,000 2$2,002–$30,000 Jun 15, 2017 May 25, 2023 ▲ 178.8%−79.8 pts vs S&P
MRKMerck & Co. 2$2,002–$30,000 2$2,002–$30,000 Jun 15, 2017 May 25, 2023 ▲ 216.3%−42.3 pts vs S&P
NEENextEra Energy 2$2,002–$30,000 2$2,002–$30,000 Oct 27, 2017 May 25, 2023 ▲ 170.7%−65.2 pts vs S&P
NNNNNN Reit, Inc. 2$2,002–$30,000 2$2,002–$30,000 Jun 15, 2017 May 25, 2023 ▲ 69.9%−188.6 pts vs S&P
PEPPepsiCo 2$2,002–$30,000 2$2,002–$30,000 Jun 15, 2017 May 25, 2023 ▲ 56.5%−202.0 pts vs S&P
QCOMQualcomm 2$2,002–$30,000 2$2,002–$30,000 Jun 16, 2020 May 25, 2023 ▲ 109.8%−53.6 pts vs S&P
TAT&T 2$2,002–$30,000 2$2,002–$30,000 Jun 15, 2017 May 25, 2023 ▲ 40.4%−218.2 pts vs S&P
TTTrane Technologies 2$2,002–$30,000 2$2,002–$30,000 Mar 23, 2020 May 25, 2023 ▲ 130.3%+47.3 pts vs S&P
VZVerizon 2$2,002–$30,000 2$2,002–$30,000 Jun 15, 2017 May 25, 2023 ▲ 62.3%−196.3 pts vs S&P
WMTWalmart 2$2,002–$30,000 2$2,002–$30,000 Jun 15, 2017 Oct 13, 2021 ▲ 448.9%+190.4 pts vs S&P
ACNAccenture 2$2,002–$30,000 1$1,001–$15,000 Aug 9, 2021 May 25, 2023 ▼ 12.9%−95.8 pts vs S&P
ALLYAlly Financial Inc. 2$2,002–$30,000 1$1,001–$15,000 Aug 9, 2021 Jun 15, 2022 —
BXBlackstone Inc. 2$2,002–$30,000 1$1,001–$15,000 Aug 9, 2021 May 25, 2023 —
CINFCincinnati Financial 1$1,001–$15,000 2$2,002–$30,000 Jun 15, 2017 May 25, 2023 ▲ 221.4%−37.2 pts vs S&P
DUKDuke Energy 1$1,001–$15,000 2$2,002–$30,000 Jun 15, 2017 May 25, 2023 ▲ 111.3%−147.2 pts vs S&P
GOOGLAlphabet Inc. (Class A) 1$1,001–$15,000 2$2,002–$30,000 Jun 15, 2017 Mar 23, 2020 ▲ 486.8%+228.3 pts vs S&P
MAAMid-America Apartment Communities 1$1,001–$15,000 2$2,002–$30,000 Jun 15, 2017 May 25, 2023 ▲ 50.8%−207.7 pts vs S&P
MCDMcDonald's 1$1,001–$15,000 2$2,002–$30,000 Jun 15, 2017 May 25, 2023 ▲ 116.0%−142.5 pts vs S&P
NXPINXP Semiconductors 2$2,002–$30,000 1$1,001–$15,000 Aug 9, 2021 May 25, 2023 ▲ 33.4%−49.5 pts vs S&P
PAYXPaychex 1$1,001–$15,000 2$2,002–$30,000 Jun 15, 2017 May 25, 2023 ▲ 157.2%−101.3 pts vs S&P
PGProcter & Gamble 1$1,001–$15,000 2$2,002–$30,000 Jun 15, 2017 May 25, 2023 ▲ 133.7%−124.8 pts vs S&P
PLDPrologis 1$1,001–$15,000 2$2,002–$30,000 Mar 23, 2020 May 25, 2023 ▲ 18.9%−69.0 pts vs S&P
WFCWells Fargo 0 3$3,003–$45,000 Dec 23, 2015 Apr 28, 2016 —
WPCW. P. Carey Inc. 1$1,001–$15,000 2$2,002–$30,000 Jun 15, 2017 Mar 23, 2020 ▲ 68.8%−189.8 pts vs S&P
AAPLApple Inc. 1$1,001–$15,000 1$1,001–$15,000 Jun 15, 2017 Mar 23, 2020 ▲ 889.6%+631.1 pts vs S&P
AMATApplied Materials 1$1,001–$15,000 1$1,001–$15,000 Sep 30, 2021 Aug 25, 2022 ▲ 208.2%+120.3 pts vs S&P
AMZNAmazon 1$1,001–$15,000 1$1,001–$15,000 Sep 30, 2021 Oct 15, 2021 ▲ 53.4%−34.5 pts vs S&P
APHAmphenol 1$1,001–$15,000 1$1,001–$15,000 Jun 15, 2017 Mar 17, 2020 ▲ 857.2%+598.6 pts vs S&P
ASMLAsml Holding NV 1$1,001–$15,000 1$1,001–$15,000 Sep 30, 2021 May 25, 2023 —
BABAAlibaba Group Holding Ltd 1$1,001–$15,000 1$1,001–$15,000 Nov 2, 2018 Dec 19, 2018 —
BCEBCE Inc 1$1,001–$15,000 1$1,001–$15,000 Sep 30, 2021 May 25, 2023 —
BDXBecton Dickinson 1$1,001–$15,000 1$1,001–$15,000 Sep 9, 2022 May 25, 2023 ▲ 2.9%−93.2 pts vs S&P
BLKBlackRock 1$1,001–$15,000 1$1,001–$15,000 Jun 15, 2017 Sep 11, 2019 ▲ 245.0%−13.5 pts vs S&P

The 60 most traded of 122 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 337 trades; every trade is in the reports below. Click a column heading to sort.

Report
ACNAccenture Sale (full)$1,001 - $15,000 · Spouse Jun 6, 2023 May 25, 2023 ▼ 6.9%−96.8 pts vs S&P Filing
ADBEAdobe Inc. Sale (full)$1,001 - $15,000 · Spouse Jun 6, 2023 May 25, 2023 ▼ 37.0%−127.0 pts vs S&P Filing
AEPAmerican Electric Power Sale (full)$1,001 - $15,000 · Spouse Jun 6, 2023 May 25, 2023 ▲ 76.7%−13.3 pts vs S&P Filing
AWKAmerican Water Works Sale (full)$1,001 - $15,000 · Spouse Jun 6, 2023 May 25, 2023 ▲ 10.9%−79.0 pts vs S&P Filing
BUDAnheuser-busch Inbev SA Sale (full)$1,001 - $15,000 · Spouse Jun 6, 2023 May 25, 2023 — Filing
AONAon plc Sale (full)$1,001 - $15,000 · Spouse Jun 6, 2023 May 25, 2023 — Filing
ARCCAres Capital Corp Sale (full)$1,001 - $15,000 · Spouse Jun 6, 2023 May 25, 2023 ▲ 42.0%−47.9 pts vs S&P Filing
ASMLAsml Holding NV Sale (full)$1,001 - $15,000 · Spouse Jun 6, 2023 May 25, 2023 — Filing
TAT&T Sale (full)$1,001 - $15,000 · Spouse Jun 6, 2023 May 25, 2023 ▲ 69.1%−20.9 pts vs S&P Filing
BACBank of America Sale (full)$1,001 - $15,000 · Spouse Jun 6, 2023 May 25, 2023 ▲ 91.8%+1.9 pts vs S&P Filing
BCEBCE Inc Sale (full)$1,001 - $15,000 · Spouse Jun 6, 2023 May 25, 2023 — Filing
BDXBecton Dickinson Sale (full)$1,001 - $15,000 · Spouse Jun 6, 2023 May 25, 2023 ▲ 11.1%−78.9 pts vs S&P Filing
BRK.BBerkshire Hathaway Sale (full)$1,001 - $15,000 · Spouse Jun 6, 2023 May 25, 2023 ▲ 74.6%−15.3 pts vs S&P Filing
BXBlackstone Inc. Sale (full)$1,001 - $15,000 · Spouse Jun 6, 2023 May 25, 2023 — Filing
CINFCincinnati Financial Sale (full)$1,001 - $15,000 · Spouse Jun 6, 2023 May 25, 2023 ▲ 104.7%+14.8 pts vs S&P Filing
CTASCintas Sale (full)$1,001 - $15,000 · Spouse Jun 6, 2023 May 25, 2023 ▲ 98.6%+8.7 pts vs S&P Filing
CSCOCisco Sale (full)$1,001 - $15,000 · Spouse Jun 6, 2023 May 25, 2023 ▲ 129.9%+39.9 pts vs S&P Filing
CMECME Group Sale (full)$1,001 - $15,000 · Spouse Jun 6, 2023 May 25, 2023 ▲ 97.5%+7.5 pts vs S&P Filing
KOThe Coca-Cola Company Sale (full)$1,001 - $15,000 · Spouse Jun 6, 2023 May 25, 2023 ▲ 73.9%−16.0 pts vs S&P Filing
CMCSAComcast Sale (full)$1,001 - $15,000 · Spouse Jun 6, 2023 May 25, 2023 ▼ 26.3%−116.2 pts vs S&P Filing
COSTCostco Sale (full)$1,001 - $15,000 · Spouse Jun 6, 2023 May 25, 2023 ▲ 119.4%+29.5 pts vs S&P Filing
CCICrown Castle Sale (full)$1,001 - $15,000 · Spouse Jun 6, 2023 May 25, 2023 ▼ 7.0%−96.9 pts vs S&P Filing
DHRDanaher Corporation Sale (full)$1,001 - $15,000 · Spouse Jun 6, 2023 May 25, 2023 ▲ 14.8%−75.1 pts vs S&P Filing
DECKDeckers Brands Sale (full)$1,001 - $15,000 · Joint Jun 6, 2023 May 25, 2023 ▲ 11.7%−78.2 pts vs S&P Filing
DDominion Energy Sale (full)$1,001 - $15,000 · Spouse Jun 6, 2023 May 25, 2023 ▲ 56.5%−33.4 pts vs S&P Filing
DUKDuke Energy Sale (full)$1,001 - $15,000 · Spouse Jun 6, 2023 May 25, 2023 ▲ 61.1%−28.8 pts vs S&P Filing
EWEdwards Lifesciences Sale (full)$1,001 - $15,000 · Spouse Jun 6, 2023 May 25, 2023 ▲ 17.1%−72.9 pts vs S&P Filing
EMREmerson Electric Sale (full)$1,001 - $15,000 · Spouse Jun 6, 2023 May 25, 2023 ▲ 123.4%+33.5 pts vs S&P Filing
ETREntergy Sale (full)$1,001 - $15,000 · Spouse Jun 6, 2023 May 25, 2023 ▲ 148.8%+58.9 pts vs S&P Filing
EQIXEquinix Sale (full)$1,001 - $15,000 · Spouse Jun 6, 2023 May 25, 2023 ▲ 53.3%−36.7 pts vs S&P Filing
ESEversource Energy Sale (full)$1,001 - $15,000 · Spouse Jun 6, 2023 May 25, 2023 ▲ 12.9%−77.1 pts vs S&P Filing
FITBFifth Third Bancorp Sale (full)$1,001 - $15,000 · Spouse Jun 6, 2023 May 25, 2023 ▲ 146.7%+56.7 pts vs S&P Filing
FHNFirst Horizon Corp Sale (full)$1,001 - $15,000 · Spouse Jun 6, 2023 May 25, 2023 ▲ 143.4%+53.4 pts vs S&P Filing
GISGeneral Mills Sale (full)$1,001 - $15,000 · Spouse Jun 6, 2023 May 25, 2023 ▼ 52.7%−142.7 pts vs S&P Filing
GILDGilead Sciences Sale (full)$1,001 - $15,000 · Spouse Jun 6, 2023 May 25, 2023 ▲ 143.0%+53.1 pts vs S&P Filing
HIGThe Hartford Sale (full)$1,001 - $15,000 · Spouse Jun 6, 2023 May 25, 2023 ▲ 110.1%+20.2 pts vs S&P Filing
HCAHCA Healthcare Sale (full)$1,001 - $15,000 · Spouse Jun 6, 2023 May 25, 2023 ▲ 80.9%−9.0 pts vs S&P Filing
JPMJPMorgan Chase Sale (full)$1,001 - $15,000 · Spouse Jun 6, 2023 May 25, 2023 ▲ 168.4%+78.4 pts vs S&P Filing
LCIDLucid Group, Inc. Sale (full)$1,001 - $15,000 · Joint Jun 6, 2023 May 25, 2023 ▼ 96.0%−185.9 pts vs S&P Filing
MAMastercard Sale (full)$1,001 - $15,000 · Spouse Jun 6, 2023 May 25, 2023 ▲ 78.6%−11.4 pts vs S&P Filing
MCDMcDonald's Sale (full)$1,001 - $15,000 · Spouse Jun 6, 2023 May 25, 2023 ▼ 0.1%−90.1 pts vs S&P Filing
MRKMerck & Co. Sale (full)$1,001 - $15,000 · Spouse Jun 6, 2023 May 25, 2023 ▲ 42.1%−47.9 pts vs S&P Filing
METMetLife Sale (full)$1,001 - $15,000 · Spouse Jun 6, 2023 May 25, 2023 ▲ 110.2%+20.3 pts vs S&P Filing
MAAMid-America Apartment Communities Sale (full)$1,001 - $15,000 · Spouse Jun 6, 2023 May 25, 2023 ▼ 5.4%−95.3 pts vs S&P Filing
NEENextEra Energy Sale (full)$1,001 - $15,000 · Spouse Jun 6, 2023 May 25, 2023 ▲ 26.9%−63.1 pts vs S&P Filing
NNNNNN Reit, Inc. Sale (full)$1,001 - $15,000 · Spouse Jun 6, 2023 May 25, 2023 ▲ 21.3%−68.7 pts vs S&P Filing
NXPINXP Semiconductors Sale (full)$1,001 - $15,000 · Spouse Jun 6, 2023 May 25, 2023 ▲ 63.9%−26.0 pts vs S&P Filing
ODFLOld Dominion Sale (full)$1,001 - $15,000 · Spouse Jun 6, 2023 May 25, 2023 ▲ 17.1%−72.8 pts vs S&P Filing
PAYXPaychex Sale (full)$1,001 - $15,000 · Spouse Jun 6, 2023 May 25, 2023 ▲ 21.2%−68.7 pts vs S&P Filing
PEPPepsiCo Sale (full)$1,001 - $15,000 · Spouse Jun 6, 2023 May 25, 2023 ▼ 15.5%−105.4 pts vs S&P Filing
PGProcter & Gamble Sale (full)$1,001 - $15,000 · Spouse Jun 6, 2023 May 25, 2023 ▲ 22.0%−68.0 pts vs S&P Filing
PLDPrologis Sale (full)$1,001 - $15,000 · Spouse Jun 6, 2023 May 25, 2023 ▲ 17.8%−72.1 pts vs S&P Filing
QCOMQualcomm Sale (full)$1,001 - $15,000 · Spouse Jun 6, 2023 May 25, 2023 ▲ 70.8%−19.1 pts vs S&P Filing
PWRQuanta Services Sale (full)$1,001 - $15,000 · Spouse Jun 6, 2023 May 25, 2023 ▲ 280.6%+190.7 pts vs S&P Filing
ROPRoper Technologies Sale (full)$1,001 - $15,000 · Spouse Jun 6, 2023 May 25, 2023 ▲ 8.5%−81.5 pts vs S&P Filing
SPGIS&P Global Sale (full)$1,001 - $15,000 · Spouse Jun 6, 2023 May 25, 2023 ▲ 41.0%−49.0 pts vs S&P Filing
SHWSherwin-Williams Sale (full)$1,001 - $15,000 · Spouse Jun 6, 2023 May 25, 2023 ▲ 55.0%−34.9 pts vs S&P Filing
SONSonoco Products Co Sale (full)$1,001 - $15,000 · Spouse Jun 6, 2023 May 25, 2023 ▼ 6.8%−96.8 pts vs S&P Filing
SOSouthern Company Sale (full)$15,001 - $50,000 · Joint Jun 6, 2023 May 25, 2023 ▲ 50.3%−39.6 pts vs S&P Filing
SBUXStarbucks Sale (full)$1,001 - $15,000 · Spouse Jun 6, 2023 May 25, 2023 ▲ 14.9%−75.1 pts vs S&P Filing
TMOThermo Fisher Scientific Sale (full)$1,001 - $15,000 · Spouse Jun 6, 2023 May 25, 2023 ▲ 35.5%−54.4 pts vs S&P Filing
TJXTJX Companies Sale (full)$1,001 - $15,000 · Spouse Jun 6, 2023 May 25, 2023 ▲ 88.5%−1.4 pts vs S&P Filing
TMUST-Mobile US Sale (full)$1,001 - $15,000 · Spouse Jun 6, 2023 May 25, 2023 ▲ 19.9%−70.1 pts vs S&P Filing
TTTrane Technologies Sale (full)$1,001 - $15,000 · Spouse Jun 6, 2023 May 25, 2023 ▲ 159.3%+69.3 pts vs S&P Filing
TRUTransunion Sale (full)$1,001 - $15,000 · Spouse Jun 6, 2023 May 25, 2023 ▲ 12.3%−77.6 pts vs S&P Filing
UNHUnitedHealth Group Sale (full)$1,001 - $15,000 · Spouse Jun 6, 2023 May 25, 2023 ▼ 9.7%−99.7 pts vs S&P Filing
VZVerizon Sale (full)$1,001 - $15,000 · Spouse Jun 6, 2023 May 25, 2023 ▲ 63.4%−26.5 pts vs S&P Filing
VVisa Inc. Sale (full)$1,001 - $15,000 · Spouse Jun 6, 2023 May 25, 2023 ▲ 93.1%+3.2 pts vs S&P Filing
DISThe Walt Disney Company Sale (full)$1,001 - $15,000 · Spouse Jun 6, 2023 May 25, 2023 ▲ 33.6%−56.3 pts vs S&P Filing
ZTSZoetis Sale (full)$1,001 - $15,000 · Spouse Jun 6, 2023 May 25, 2023 ▼ 47.2%−137.2 pts vs S&P Filing
BUDAnheuser-busch Inbev SA Purchase$1,001 - $15,000 · Spouse Oct 11, 2022 Sep 9, 2022 — Filing
BACBank of America Purchase$1,001 - $15,000 · Spouse Oct 11, 2022 Sep 9, 2022 ▲ 56.6%−39.6 pts vs S&P Filing
BDXBecton Dickinson Purchase$1,001 - $15,000 · Spouse Oct 11, 2022 Sep 9, 2022 ▲ 2.9%−93.2 pts vs S&P Filing
GILDGilead Sciences Purchase$1,001 - $15,000 · Spouse Oct 11, 2022 Sep 9, 2022 ▲ 197.6%+101.5 pts vs S&P Filing
PWRQuanta Services Purchase$1,001 - $15,000 · Spouse Oct 11, 2022 Sep 9, 2022 ▲ 349.0%+252.9 pts vs S&P Filing
EXPEExpedia Group Sale (full)$1,001 - $15,000 · Spouse May 15, 2023 Aug 25, 2022 ▲ 167.9%+77.8 pts vs S&P Filing
AMATApplied Materials Sale (full)$1,001 - $15,000 · Spouse Sep 13, 2022 Aug 25, 2022 ▲ 274.7%+184.6 pts vs S&P Filing
CRLCharles River Laboratories Sale (full)$1,001 - $15,000 · Spouse Sep 13, 2022 Aug 25, 2022 ▲ 64.7%−25.4 pts vs S&P Filing
DISThe Walt Disney Company Purchase$1,001 - $15,000 · Spouse Sep 13, 2022 Aug 25, 2022 ▲ 0.3%−89.8 pts vs S&P Filing
ALLYAlly Financial Inc. Sale (full)$1,001 - $15,000 · Spouse Jul 13, 2022 Jun 15, 2022 — Filing
SYFSynchrony Financial Sale (full)$1,001 - $15,000 · Spouse May 10, 2022 Apr 28, 2022 ▲ 118.9%+31.7 pts vs S&P Filing
KLACKLA Corporation Purchase$1,001 - $15,000 · Spouse May 10, 2022 Apr 4, 2022 ▲ 342.2%+266.9 pts vs S&P Filing
UNPUnion Pacific Corporation Purchase$15,001 - $50,000 · Spouse May 10, 2022 Apr 4, 2022 ▲ 31.3%−44.1 pts vs S&P Filing
AMZNAmazon Sale (full)$1,001 - $15,000 · Spouse Nov 3, 2021 Oct 15, 2021 ▲ 47.8%−33.0 pts vs S&P Filing
HDThe Home Depot Sale (full)$1,001 - $15,000 · Spouse Nov 3, 2021 Oct 13, 2021 ▲ 11.3%−73.9 pts vs S&P Filing
LCIDLucid Group, Inc. Purchase$1,001 - $15,000 · Joint Nov 3, 2021 Oct 13, 2021 ▼ 98.7%−183.9 pts vs S&P Filing
PFEPfizer Sale (full)$1,001 - $15,000 · Spouse Nov 3, 2021 Oct 13, 2021 ▼ 5.8%−91.1 pts vs S&P Filing
WMTWalmart Sale (full)$1,001 - $15,000 · Spouse Nov 3, 2021 Oct 13, 2021 ▲ 188.0%+102.7 pts vs S&P Filing
AMZNAmazon Purchase$1,001 - $15,000 · Spouse Oct 7, 2021 Sep 30, 2021 ▲ 53.4%−34.5 pts vs S&P Filing
AEPAmerican Electric Power Purchase$1,001 - $15,000 · Spouse Oct 7, 2021 Sep 30, 2021 ▲ 90.9%+3.0 pts vs S&P Filing
AWKAmerican Water Works Purchase$1,001 - $15,000 · Spouse Oct 7, 2021 Sep 30, 2021 ▼ 3.7%−91.6 pts vs S&P Filing
AMATApplied Materials Purchase$1,001 - $15,000 · Spouse Oct 7, 2021 Sep 30, 2021 ▲ 208.2%+120.3 pts vs S&P Filing
ASMLAsml Holding NV Purchase$1,001 - $15,000 · Spouse Oct 7, 2021 Sep 30, 2021 — Filing
TAT&T Purchase$1,001 - $15,000 · Spouse Oct 7, 2021 Sep 30, 2021 ▲ 42.4%−45.5 pts vs S&P Filing
BCEBCE Inc Purchase$1,001 - $15,000 · Spouse Oct 7, 2021 Sep 30, 2021 — Filing
CRLCharles River Laboratories Purchase$1,001 - $15,000 · Spouse Oct 7, 2021 Sep 30, 2021 ▼ 14.7%−102.5 pts vs S&P Filing
CSCOCisco Purchase$1,001 - $15,000 · Spouse Oct 7, 2021 Sep 30, 2021 ▲ 118.3%+30.5 pts vs S&P Filing
DHRDanaher Corporation Purchase$1,001 - $15,000 · Spouse Oct 7, 2021 Sep 30, 2021 ▼ 12.6%−100.5 pts vs S&P Filing
EQIXEquinix Purchase$1,001 - $15,000 · Spouse Oct 7, 2021 Sep 30, 2021 ▲ 41.6%−46.3 pts vs S&P Filing
ESEversource Energy Purchase$1,001 - $15,000 · Spouse Oct 7, 2021 Sep 30, 2021 ▲ 3.3%−84.6 pts vs S&P Filing
EXPEExpedia Group Purchase$1,001 - $15,000 · Spouse Oct 7, 2021 Sep 30, 2021 ▲ 77.2%−10.7 pts vs S&P Filing
FITBFifth Third Bancorp Purchase$1,001 - $15,000 · Spouse Oct 7, 2021 Sep 30, 2021 ▲ 53.8%−34.1 pts vs S&P Filing
FHNFirst Horizon Corp Purchase$1,001 - $15,000 · Spouse Oct 7, 2021 Sep 30, 2021 ▲ 70.2%−17.6 pts vs S&P Filing
GISGeneral Mills Purchase$1,001 - $15,000 · Spouse Oct 7, 2021 Sep 30, 2021 ▼ 29.8%−117.7 pts vs S&P Filing
HIGThe Hartford Purchase$1,001 - $15,000 · Spouse Oct 7, 2021 Sep 30, 2021 ▲ 112.3%+24.5 pts vs S&P Filing
HCAHCA Healthcare Purchase$1,001 - $15,000 · Spouse Oct 7, 2021 Sep 30, 2021 ▲ 99.8%+11.9 pts vs S&P Filing
MAMastercard Purchase$1,001 - $15,000 · Spouse Oct 7, 2021 Sep 30, 2021 ▲ 92.0%+4.1 pts vs S&P Filing
MRKMerck & Co. Purchase$1,001 - $15,000 · Spouse Oct 7, 2021 Sep 30, 2021 ▲ 122.9%+35.0 pts vs S&P Filing
NNNNNN Reit, Inc. Purchase$1,001 - $15,000 · Spouse Oct 7, 2021 Sep 30, 2021 ▲ 27.6%−60.3 pts vs S&P Filing
NWLNewell Brands Inc. Purchase$1,001 - $15,000 · Spouse Oct 7, 2021 Sep 30, 2021 ▼ 67.6%−155.4 pts vs S&P Filing
NEENextEra Energy Purchase$1,001 - $15,000 · Spouse Oct 7, 2021 Sep 30, 2021 ▲ 22.4%−65.4 pts vs S&P Filing
ODFLOld Dominion Purchase$1,001 - $15,000 · Spouse Oct 7, 2021 Sep 30, 2021 ▲ 27.8%−60.1 pts vs S&P Filing
PEPPepsiCo Purchase$1,001 - $15,000 · Spouse Oct 7, 2021 Sep 30, 2021 ▲ 7.5%−80.4 pts vs S&P Filing
PFEPfizer Purchase$1,001 - $15,000 · Spouse Oct 7, 2021 Sep 30, 2021 ▼ 9.3%−97.2 pts vs S&P Filing
PLDPrologis Purchase$1,001 - $15,000 · Spouse Oct 7, 2021 Sep 30, 2021 ▲ 18.9%−69.0 pts vs S&P Filing
QCOMQualcomm Purchase$1,001 - $15,000 · Spouse Oct 7, 2021 Sep 30, 2021 ▲ 42.1%−45.7 pts vs S&P Filing
ROPRoper Technologies Purchase$1,001 - $15,000 · Spouse Oct 7, 2021 Sep 30, 2021 ▲ 10.4%−77.5 pts vs S&P Filing
SPGIS&P Global Purchase$1,001 - $15,000 · Spouse Oct 7, 2021 Sep 30, 2021 ▲ 20.8%−67.1 pts vs S&P Filing
SYFSynchrony Financial Purchase$1,001 - $15,000 · Spouse Oct 7, 2021 Sep 30, 2021 ▲ 72.1%−15.7 pts vs S&P Filing
TJXTJX Companies Purchase$1,001 - $15,000 · Spouse Oct 7, 2021 Sep 30, 2021 ▲ 123.5%+35.6 pts vs S&P Filing
VZVerizon Purchase$1,001 - $15,000 · Spouse Oct 7, 2021 Sep 30, 2021 ▲ 16.1%−71.8 pts vs S&P Filing
ACNAccenture Purchase$1,001 - $15,000 · Spouse Oct 7, 2021 Sep 2, 2021 ▼ 18.4%−96.8 pts vs S&P Filing
ADBEAdobe Inc. Purchase$1,001 - $15,000 · Spouse Oct 7, 2021 Sep 2, 2021 ▼ 62.9%−141.3 pts vs S&P Filing
ALLYAlly Financial Inc. Purchase$1,001 - $15,000 · Spouse Oct 7, 2021 Sep 2, 2021 — Filing
AONAon plc Purchase$1,001 - $15,000 · Spouse Oct 7, 2021 Sep 2, 2021 — Filing
ARCCAres Capital Corp Purchase$1,001 - $15,000 · Spouse Oct 7, 2021 Sep 2, 2021 ▲ 54.8%−23.6 pts vs S&P Filing
BRK.BBerkshire Hathaway Purchase$1,001 - $15,000 · Spouse Oct 7, 2021 Sep 2, 2021 ▲ 95.5%+17.0 pts vs S&P Filing
BXBlackstone Inc. Purchase$1,001 - $15,000 · Spouse Oct 7, 2021 Sep 2, 2021 — Filing
CTASCintas Purchase$1,001 - $15,000 · Spouse Oct 7, 2021 Sep 2, 2021 ▲ 136.7%+58.3 pts vs S&P Filing
CMECME Group Purchase$1,001 - $15,000 · Joint Oct 7, 2021 Sep 2, 2021 ▲ 90.8%+12.3 pts vs S&P Filing
KOThe Coca-Cola Company Purchase$1,001 - $15,000 · Spouse Oct 7, 2021 Sep 2, 2021 ▲ 95.0%+16.5 pts vs S&P Filing
CMCSAComcast Purchase$1,001 - $15,000 · Spouse Oct 7, 2021 Sep 2, 2021 ▼ 51.1%−129.6 pts vs S&P Filing
COSTCostco Purchase$1,001 - $15,000 · Spouse Oct 7, 2021 Sep 2, 2021 ▲ 134.4%+55.9 pts vs S&P Filing
EWEdwards Lifesciences Purchase$1,001 - $15,000 · Spouse Oct 7, 2021 Sep 2, 2021 ▼ 20.7%−99.2 pts vs S&P Filing
HDThe Home Depot Purchase$1,001 - $15,000 · Spouse Oct 7, 2021 Sep 2, 2021 ▲ 14.9%−63.5 pts vs S&P Filing
JPMJPMorgan Chase Purchase$1,001 - $15,000 · Spouse Oct 7, 2021 Sep 2, 2021 ▲ 139.1%+60.6 pts vs S&P Filing
NXPINXP Semiconductors Purchase$1,001 - $15,000 · Spouse Oct 7, 2021 Sep 2, 2021 ▲ 36.7%−41.8 pts vs S&P Filing
SHWSherwin-Williams Purchase$1,001 - $15,000 · Spouse Oct 7, 2021 Sep 2, 2021 ▲ 15.7%−62.8 pts vs S&P Filing
SBUXStarbucks Purchase$1,001 - $15,000 · Spouse Oct 7, 2021 Sep 2, 2021 ▲ 0.1%−78.4 pts vs S&P Filing
TMOThermo Fisher Scientific Purchase$1,001 - $15,000 · Spouse Oct 7, 2021 Sep 2, 2021 ▲ 25.2%−53.3 pts vs S&P Filing
TMUST-Mobile US Purchase$1,001 - $15,000 · Spouse Oct 7, 2021 Sep 2, 2021 ▲ 19.5%−58.9 pts vs S&P Filing
TTTrane Technologies Purchase$1,001 - $15,000 · Spouse Oct 7, 2021 Sep 2, 2021 ▲ 121.4%+43.0 pts vs S&P Filing
TRUTransunion Purchase$1,001 - $15,000 · Spouse Oct 7, 2021 Sep 2, 2021 ▼ 35.3%−113.8 pts vs S&P Filing
UNHUnitedHealth Group Purchase$1,001 - $15,000 · Spouse Oct 7, 2021 Sep 2, 2021 ▲ 4.1%−74.3 pts vs S&P Filing
VVisa Inc. Purchase$1,001 - $15,000 · Spouse Oct 7, 2021 Sep 2, 2021 ▲ 95.0%+16.5 pts vs S&P Filing
WMTWalmart Purchase$1,001 - $15,000 · Spouse Oct 7, 2021 Sep 2, 2021 ▲ 168.3%+89.8 pts vs S&P Filing
DISThe Walt Disney Company Purchase$1,001 - $15,000 · Spouse Oct 7, 2021 Sep 2, 2021 ▼ 35.3%−113.7 pts vs S&P Filing
ZTSZoetis Purchase$1,001 - $15,000 · Spouse Oct 7, 2021 Sep 2, 2021 ▼ 57.8%−136.2 pts vs S&P Filing
ACNAccenture Purchase$1,001 - $15,000 · Spouse Sep 10, 2021 Aug 9, 2021 ▼ 12.9%−95.8 pts vs S&P Filing
ADBEAdobe Inc. Purchase$1,001 - $15,000 · Spouse Sep 10, 2021 Aug 9, 2021 ▼ 60.8%−143.7 pts vs S&P Filing
ALLYAlly Financial Inc. Purchase$1,001 - $15,000 · Spouse Sep 10, 2021 Aug 9, 2021 — Filing
AONAon plc Purchase$1,001 - $15,000 · Spouse Sep 10, 2021 Aug 9, 2021 — Filing
BXBlackstone Inc. Purchase$1,001 - $15,000 · Spouse Sep 10, 2021 Aug 9, 2021 — Filing
CTASCintas Purchase$1,001 - $15,000 · Spouse Sep 10, 2021 Aug 9, 2021 ▲ 139.7%+56.8 pts vs S&P Filing
EWEdwards Lifesciences Purchase$1,001 - $15,000 · Spouse Sep 10, 2021 Aug 9, 2021 ▼ 16.4%−99.3 pts vs S&P Filing
HDThe Home Depot Purchase$1,001 - $15,000 · Spouse Sep 10, 2021 Aug 9, 2021 ▲ 15.2%−67.8 pts vs S&P Filing
JPMJPMorgan Chase Purchase$1,001 - $15,000 · Spouse Sep 10, 2021 Aug 9, 2021 ▲ 143.8%+60.9 pts vs S&P Filing
MAMastercard Purchase$1,001 - $15,000 · Spouse Sep 10, 2021 Aug 9, 2021 ▲ 80.1%−2.8 pts vs S&P Filing
NXPINXP Semiconductors Purchase$1,001 - $15,000 · Spouse Sep 10, 2021 Aug 9, 2021 ▲ 33.4%−49.5 pts vs S&P Filing
SBUXStarbucks Purchase$1,001 - $15,000 · Spouse Sep 10, 2021 Aug 9, 2021 ▼ 0.0%−83.0 pts vs S&P Filing
TMOThermo Fisher Scientific Purchase$1,001 - $15,000 · Spouse Sep 10, 2021 Aug 9, 2021 ▲ 30.8%−52.1 pts vs S&P Filing
TMUST-Mobile US Purchase$1,001 - $15,000 · Spouse Sep 10, 2021 Aug 9, 2021 ▲ 13.8%−69.1 pts vs S&P Filing
TTTrane Technologies Purchase$1,001 - $15,000 · Spouse Sep 10, 2021 Aug 9, 2021 ▲ 130.3%+47.3 pts vs S&P Filing
UNHUnitedHealth Group Purchase$1,001 - $15,000 · Spouse Sep 10, 2021 Aug 9, 2021 ▲ 7.4%−75.6 pts vs S&P Filing
VVisa Inc. Purchase$1,001 - $15,000 · Spouse Sep 10, 2021 Aug 9, 2021 ▲ 82.4%−0.6 pts vs S&P Filing
ZTSZoetis Purchase$1,001 - $15,000 · Spouse Sep 10, 2021 Aug 9, 2021 ▼ 55.8%−138.7 pts vs S&P Filing
CSCOCisco Sale (full)$1,001 - $15,000 · Spouse Sep 10, 2021 Aug 2, 2021 ▲ 114.3%+29.5 pts vs S&P Filing
GISGeneral Mills Sale (full)$1,001 - $15,000 · Spouse Sep 10, 2021 Aug 2, 2021 ▼ 29.3%−114.1 pts vs S&P Filing
HCAHCA Healthcare Sale (full)$1,001 - $15,000 · Spouse Sep 10, 2021 Aug 2, 2021 ▲ 93.5%+8.7 pts vs S&P Filing
QCOMQualcomm Sale (full)$1,001 - $15,000 · Spouse Sep 10, 2021 Aug 2, 2021 ▲ 23.7%−61.1 pts vs S&P Filing
CSCOCisco Purchase$1,001 - $15,000 · Spouse Jul 8, 2020 Jun 16, 2020 ▲ 165.9%+2.5 pts vs S&P Filing
GISGeneral Mills Purchase$1,001 - $15,000 · Spouse Jul 8, 2020 Jun 16, 2020 ▼ 29.1%−192.6 pts vs S&P Filing
QCOMQualcomm Purchase$1,001 - $15,000 · Spouse Jul 8, 2020 Jun 16, 2020 ▲ 109.8%−53.6 pts vs S&P Filing
HCAHCA Healthcare Purchase$1,001 - $15,000 · Spouse Jul 8, 2020 Jun 15, 2020 ▲ 372.5%+204.0 pts vs S&P Filing
ADBEAdobe Inc. Sale (full)$1,001 - $15,000 · Spouse Apr 11, 2020 Mar 23, 2020 ▼ 19.6%−289.4 pts vs S&P Filing
GOOGLAlphabet Inc. (Class A) Sale (full)$1,001 - $15,000 · Spouse Apr 11, 2020 Mar 23, 2020 ▲ 434.5%+164.7 pts vs S&P Filing
AEPAmerican Electric Power Sale (full)$1,001 - $15,000 · Spouse Apr 11, 2020 Mar 23, 2020 ▲ 133.0%−136.8 pts vs S&P Filing
AWKAmerican Water Works Sale (full)$1,001 - $15,000 · Spouse Apr 11, 2020 Mar 23, 2020 ▲ 71.5%−198.3 pts vs S&P Filing
AAPLApple Inc. Sale (full)$1,001 - $15,000 · Spouse Apr 11, 2020 Mar 23, 2020 ▲ 511.6%+241.8 pts vs S&P Filing
ARCCAres Capital Corp Sale (full)$1,001 - $15,000 · Spouse Apr 11, 2020 Mar 23, 2020 ▲ 337.0%+67.2 pts vs S&P Filing
TAT&T Sale (full)$1,001 - $15,000 · Spouse Apr 11, 2020 Mar 23, 2020 ▲ 65.3%−204.5 pts vs S&P Filing
BACBank of America Sale (full)$1,001 - $15,000 · Spouse Apr 11, 2020 Mar 23, 2020 ▲ 220.1%−49.7 pts vs S&P Filing
BRK.BBerkshire Hathaway Sale (full)$1,001 - $15,000 · Spouse Apr 11, 2020 Mar 23, 2020 ▲ 243.6%−26.2 pts vs S&P Filing
CBChubb Limited Sale (full)$1,001 - $15,000 · Spouse Apr 11, 2020 Mar 23, 2020 ▲ 329.2%+59.4 pts vs S&P Filing
CINFCincinnati Financial Sale (full)$1,001 - $15,000 · Spouse Apr 11, 2020 Mar 23, 2020 ▲ 226.6%−43.3 pts vs S&P Filing
CTASCintas Sale (full)$1,001 - $15,000 · Spouse Apr 11, 2020 Mar 23, 2020 ▲ 507.9%+238.1 pts vs S&P Filing
CMECME Group Sale (full)$1,001 - $15,000 · Spouse Apr 11, 2020 Mar 23, 2020 ▲ 180.2%−89.6 pts vs S&P Filing
CMSCMS Energy Sale (full)$1,001 - $15,000 · Spouse Apr 11, 2020 Mar 23, 2020 ▲ 75.7%−194.1 pts vs S&P Filing
KOThe Coca-Cola Company Sale (full)$1,001 - $15,000 · Spouse Apr 11, 2020 Mar 23, 2020 ▲ 206.9%−62.9 pts vs S&P Filing
CLColgate-Palmolive Sale (full)$1,001 - $15,000 · Spouse Apr 11, 2020 Mar 23, 2020 ▲ 84.9%−184.9 pts vs S&P Filing
CMCSAComcast Sale (full)$1,001 - $15,000 · Spouse Apr 11, 2020 Mar 23, 2020 ▼ 8.9%−278.7 pts vs S&P Filing
COSTCostco Sale (full)$1,001 - $15,000 · Spouse Apr 11, 2020 Mar 23, 2020 ▲ 293.2%+23.4 pts vs S&P Filing
DHRDanaher Corporation Sale (full)$1,001 - $15,000 · Spouse Apr 11, 2020 Mar 23, 2020 ▲ 120.7%−149.1 pts vs S&P Filing
DDominion Energy Sale (full)$1,001 - $15,000 · Spouse Apr 11, 2020 Mar 23, 2020 ▲ 48.8%−221.0 pts vs S&P Filing
DUKDuke Energy Sale (full)$1,001 - $15,000 · Spouse Apr 11, 2020 Mar 23, 2020 ▲ 154.4%−115.4 pts vs S&P Filing
EWEdwards Lifesciences Sale (full)$1,001 - $15,000 · Spouse Apr 11, 2020 Mar 23, 2020 ▲ 82.4%−187.4 pts vs S&P Filing
ESSEssex Property Trust Sale (full)$1,001 - $15,000 · Spouse Apr 11, 2020 Mar 23, 2020 ▲ 85.0%−184.8 pts vs S&P Filing
ESEversource Energy Sale (full)$1,001 - $15,000 · Spouse Apr 11, 2020 Mar 23, 2020 ▲ 41.6%−228.2 pts vs S&P Filing
METAMeta Platforms Sale (full)$1,001 - $15,000 · Spouse Apr 11, 2020 Mar 23, 2020 ▲ 322.0%+52.2 pts vs S&P Filing
HDThe Home Depot Sale (full)$1,001 - $15,000 · Spouse Apr 11, 2020 Mar 23, 2020 ▲ 139.8%−130.0 pts vs S&P Filing
INTCIntel Sale (full)$1,001 - $15,000 · Spouse Apr 11, 2020 Mar 23, 2020 ▲ 37.6%−232.2 pts vs S&P Filing
JNJJohnson & Johnson Sale (full)$1,001 - $15,000 · Spouse Apr 11, 2020 Mar 23, 2020 ▲ 186.0%−83.8 pts vs S&P Filing
JPMJPMorgan Chase Sale (full)$1,001 - $15,000 · Spouse Apr 11, 2020 Mar 23, 2020 ▲ 409.3%+139.5 pts vs S&P Filing
KMBKimberly-Clark Sale (full)$1,001 - $15,000 · Spouse Apr 11, 2020 Mar 23, 2020 ▲ 20.7%−249.1 pts vs S&P Filing
LAMRLamar Advertising Co Sale (full)$1,001 - $15,000 · Spouse Apr 11, 2020 Mar 23, 2020 ▲ 551.6%+281.8 pts vs S&P Filing
MAMastercard Sale (full)$1,001 - $15,000 · Spouse Apr 11, 2020 Mar 23, 2020 ▲ 230.9%−38.9 pts vs S&P Filing
MCDMcDonald's Sale (full)$1,001 - $15,000 · Spouse Apr 11, 2020 Mar 23, 2020 ▲ 122.8%−147.0 pts vs S&P Filing
MRKMerck & Co. Sale (full)$1,001 - $15,000 · Spouse Apr 11, 2020 Mar 23, 2020 ▲ 177.6%−92.2 pts vs S&P Filing
MSFTMicrosoft Corporation Sale (full)$1,001 - $15,000 · Spouse Apr 11, 2020 Mar 23, 2020 ▲ 305.9%+36.1 pts vs S&P Filing
MAAMid-America Apartment Communities Sale (full)$1,001 - $15,000 · Spouse Apr 11, 2020 Mar 23, 2020 ▲ 77.8%−192.0 pts vs S&P Filing
NNNNNN Reit, Inc. Sale (full)$1,001 - $15,000 · Spouse Apr 11, 2020 Mar 23, 2020 ▲ 121.5%−148.3 pts vs S&P Filing
NEENextEra Energy Sale (full)$1,001 - $15,000 · Spouse Apr 11, 2020 Mar 23, 2020 ▲ 118.2%−151.6 pts vs S&P Filing
PAYXPaychex Sale (full)$1,001 - $15,000 · Spouse Apr 11, 2020 Mar 23, 2020 ▲ 184.4%−85.4 pts vs S&P Filing
PEPPepsiCo Sale (full)$1,001 - $15,000 · Spouse Apr 11, 2020 Mar 23, 2020 ▲ 60.6%−209.2 pts vs S&P Filing
PGProcter & Gamble Sale (full)$1,001 - $15,000 · Spouse Apr 11, 2020 Mar 23, 2020 ▲ 96.7%−173.1 pts vs S&P Filing
PLDPrologis Sale (full)$1,001 - $15,000 · Spouse Apr 11, 2020 Mar 23, 2020 ▲ 143.3%−126.5 pts vs S&P Filing
PHMPulteGroup Sale (full)$1,001 - $15,000 · Spouse Apr 11, 2020 Mar 23, 2020 ▲ 663.5%+393.7 pts vs S&P Filing
TMOThermo Fisher Scientific Sale (full)$1,001 - $15,000 · Spouse Apr 11, 2020 Mar 23, 2020 ▲ 178.1%−91.7 pts vs S&P Filing
TMUST-Mobile US Sale (full)$1,001 - $15,000 · Spouse Apr 11, 2020 Mar 23, 2020 ▲ 115.0%−154.8 pts vs S&P Filing
TTTrane Technologies Sale (full)$1,001 - $15,000 · Spouse Apr 11, 2020 Mar 23, 2020 ▲ 539.6%+269.8 pts vs S&P Filing
UNHUnitedHealth Group Sale (full)$1,001 - $15,000 · Spouse Apr 11, 2020 Mar 23, 2020 ▲ 130.8%−139.0 pts vs S&P Filing
VZVerizon Sale (full)$1,001 - $15,000 · Spouse Apr 11, 2020 Mar 23, 2020 ▲ 33.0%−236.8 pts vs S&P Filing
VVisa Inc. Sale (full)$1,001 - $15,000 · Spouse Apr 11, 2020 Mar 23, 2020 ▲ 224.9%−44.9 pts vs S&P Filing
WPCW. P. Carey Inc. Sale (full)$1,001 - $15,000 · Spouse Apr 11, 2020 Mar 23, 2020 ▲ 122.6%−147.2 pts vs S&P Filing
WMTWalmart Sale (full)$1,001 - $15,000 · Spouse Apr 11, 2020 Mar 23, 2020 ▲ 257.1%−12.7 pts vs S&P Filing
DISThe Walt Disney Company Sale (full)$1,001 - $15,000 · Spouse Apr 11, 2020 Mar 23, 2020 ▲ 37.3%−232.5 pts vs S&P Filing
XELXcel Energy Sale (full)$1,001 - $15,000 · Spouse Apr 11, 2020 Mar 23, 2020 ▲ 92.5%−177.3 pts vs S&P Filing
ZTSZoetis Sale (full)$1,001 - $15,000 · Spouse Apr 11, 2020 Mar 23, 2020 ▼ 3.8%−273.6 pts vs S&P Filing
APHAmphenol Sale (full)$1,001 - $15,000 · Spouse Apr 11, 2020 Mar 17, 2020 ▲ 892.8%+664.8 pts vs S&P Filing
MGAMagna International Inc Sale (full)$1,001 - $15,000 · Spouse Apr 11, 2020 Mar 17, 2020 ▲ 143.7%−84.4 pts vs S&P Filing
PNCPNC Financial Services Sale (full)$1,001 - $15,000 · Spouse Apr 11, 2020 Mar 17, 2020 ▲ 205.5%−22.6 pts vs S&P Filing
UNPUnion Pacific Corporation Sale (full)$1,001 - $15,000 · Spouse Apr 11, 2020 Mar 17, 2020 ▲ 173.5%−54.5 pts vs S&P Filing
EPREPR Properties Sale (full)$1,001 - $15,000 · Spouse Apr 11, 2020 Mar 16, 2020 ▲ 271.9%+26.2 pts vs S&P Filing
SYYSysco Sale (full)$1,001 - $15,000 · Spouse Apr 11, 2020 Mar 16, 2020 ▲ 136.0%−109.7 pts vs S&P Filing
PRUPrudential Financial Sale (full)$1,001 - $15,000 · Spouse Apr 11, 2020 Mar 13, 2020 ▲ 211.9%+4.0 pts vs S&P Filing
AONAon plc Purchase$1,001 - $15,000 · Spouse Mar 10, 2020 Feb 18, 2020 — Filing
TMUST-Mobile US Purchase$1,001 - $15,000 · Spouse Mar 10, 2020 Feb 18, 2020 ▲ 62.9%−83.3 pts vs S&P Filing
PLDPrologis Exchange$1,001 - $15,000 · Spouse Mar 10, 2020 Feb 4, 2020 — Filing
ADBEAdobe Inc. Sale (partial)$1,001 - $15,000 · Spouse Oct 8, 2019 Sep 11, 2019 ▼ 11.1%−190.0 pts vs S&P Filing
GOOGLAlphabet Inc. (Class A) Sale (partial)$1,001 - $15,000 · Spouse Oct 8, 2019 Sep 11, 2019 ▲ 361.9%+183.0 pts vs S&P Filing
BLKBlackRock Sale (full)$1,001 - $15,000 · Spouse Oct 8, 2019 Sep 11, 2019 ▲ 217.3%+38.5 pts vs S&P Filing
MAMastercard Sale (partial)$1,001 - $15,000 · Spouse Oct 8, 2019 Sep 11, 2019 ▲ 149.8%−29.0 pts vs S&P Filing
PHMPulteGroup Sale (partial)$1,001 - $15,000 · Spouse Oct 8, 2019 Sep 11, 2019 ▲ 293.3%+114.5 pts vs S&P Filing
UNHUnitedHealth Group Sale (partial)$1,001 - $15,000 · Spouse Oct 8, 2019 Sep 11, 2019 ▲ 94.5%−84.3 pts vs S&P Filing
VVisa Inc. Sale (partial)$1,001 - $15,000 · Spouse Oct 8, 2019 Sep 11, 2019 ▲ 152.9%−26.0 pts vs S&P Filing
WPCW. P. Carey Inc. Sale (partial)$1,001 - $15,000 · Spouse Oct 8, 2019 Sep 11, 2019 ▲ 13.4%−165.4 pts vs S&P Filing
ZTSZoetis Sale (partial)$1,001 - $15,000 · Spouse Oct 8, 2019 Sep 11, 2019 ▼ 25.9%−204.8 pts vs S&P Filing
BABAAlibaba Group Holding Ltd Sale (full)$1,001 - $15,000 · Spouse Jan 3, 2019 Dec 19, 2018 — Filing
MMM3M Sale (full)$1,001 - $15,000 · Spouse Dec 14, 2018 Nov 2, 2018 ▲ 44.2%−168.4 pts vs S&P Filing
BABAAlibaba Group Holding Ltd Purchase$1,001 - $15,000 · Spouse Dec 14, 2018 Nov 2, 2018 — Filing
CBChubb Limited Purchase$1,001 - $15,000 · Spouse Dec 14, 2018 Nov 2, 2018 ▲ 231.1%+18.5 pts vs S&P Filing
ECLEcolab Sale (full)$1,001 - $15,000 · Spouse Dec 14, 2018 Nov 2, 2018 ▲ 114.6%−98.0 pts vs S&P Filing
TXNTexas Instruments Sale (full)$1,001 - $15,000 · Spouse Dec 14, 2018 Nov 2, 2018 — Filing
TSLATesla, Inc. Sale (full)$15,001 - $50,000 · Joint Oct 9, 2018 Sep 21, 2018 ▲ 1892.9%+1701.8 pts vs S&P Filing
LLYLilly (Eli) Sale (full)$1,001 - $15,000 · Spouse Sep 13, 2018 Aug 30, 2018 ▲ 1381.2%+1187.1 pts vs S&P Filing
GISGeneral Mills Sale (full)$1,001 - $15,000 · Spouse Sep 13, 2018 Aug 30, 2018 ▲ 2.8%−191.3 pts vs S&P Filing
GSKGSK plc Sale (full)$1,001 - $15,000 · Spouse Sep 13, 2018 Aug 30, 2018 — Filing
LIILennox International Sale (full)$1,001 - $15,000 · Spouse Sep 13, 2018 Aug 30, 2018 ▲ 70.3%−123.8 pts vs S&P Filing
PPLPPL Corporation Sale (full)$1,001 - $15,000 · Spouse Sep 13, 2018 Aug 30, 2018 ▲ 70.5%−123.7 pts vs S&P Filing
USBU.S. Bancorp Sale (full)$1,001 - $15,000 · Spouse Sep 13, 2018 Aug 30, 2018 ▲ 54.3%−139.8 pts vs S&P Filing
VMCVulcan Materials Company Sale (full)$1,001 - $15,000 · Spouse Sep 13, 2018 Aug 30, 2018 ▲ 172.2%−21.9 pts vs S&P Filing
SBUXStarbucks Sale (full)$1,001 - $15,000 · Spouse Sep 13, 2018 Aug 7, 2018 ▲ 140.3%−58.7 pts vs S&P Filing
LTCLTC Properties Inc Sale (full)$1,001 - $15,000 · Spouse Jul 5, 2018 Jun 13, 2018 ▲ 82.9%−125.6 pts vs S&P Filing
PRUPrudential Financial Purchase$1,001 - $15,000 · Spouse Apr 5, 2018 Mar 16, 2018 ▲ 65.1%−147.7 pts vs S&P Filing
PCGPG&E Corporation Sale (full)$1,001 - $15,000 · Spouse Nov 14, 2017 Oct 31, 2017 ▼ 76.7%−313.2 pts vs S&P Filing
CMSCMS Energy Purchase$1,001 - $15,000 · Spouse Nov 14, 2017 Oct 27, 2017 ▲ 89.9%−146.0 pts vs S&P Filing
NEENextEra Energy Purchase$1,001 - $15,000 · Spouse Nov 14, 2017 Oct 27, 2017 ▲ 170.7%−65.2 pts vs S&P Filing
EFXEquifax Sale (full)$1,001 - $15,000 · Spouse Oct 18, 2017 Sep 21, 2017 ▲ 108.4%−138.7 pts vs S&P Filing
ADBEAdobe Inc. Purchase$1,001 - $15,000 · Spouse Jul 18, 2017 Jun 15, 2017 ▲ 79.5%−179.0 pts vs S&P Filing
GOOGLAlphabet Inc. (Class A) Purchase$1,001 - $15,000 · Spouse Jul 18, 2017 Jun 15, 2017 ▲ 486.8%+228.3 pts vs S&P Filing
AEPAmerican Electric Power Purchase$1,001 - $15,000 · Spouse Jul 18, 2017 Jun 15, 2017 ▲ 147.9%−110.7 pts vs S&P Filing
AWKAmerican Water Works Purchase$1,001 - $15,000 · Spouse Jul 18, 2017 Jun 15, 2017 ▲ 113.8%−144.7 pts vs S&P Filing
APHAmphenol Purchase$1,001 - $15,000 · Spouse Jul 18, 2017 Jun 15, 2017 ▲ 857.2%+598.6 pts vs S&P Filing
AAPLApple Inc. Purchase$1,001 - $15,000 · Spouse Jul 18, 2017 Jun 15, 2017 ▲ 889.6%+631.1 pts vs S&P Filing
ARCCAres Capital Corp Purchase$1,001 - $15,000 · Spouse Jul 18, 2017 Jun 15, 2017 ▲ 181.6%−77.0 pts vs S&P Filing
TAT&T Purchase$1,001 - $15,000 · Spouse Jul 18, 2017 Jun 15, 2017 ▲ 40.4%−218.2 pts vs S&P Filing
BGSB&G Foods, Inc. Purchase$1,001 - $15,000 · Spouse Jul 18, 2017 Jun 15, 2017 ▼ 86.5%−345.0 pts vs S&P Filing
BACBank of America Purchase$1,001 - $15,000 · Spouse Jul 18, 2017 Jun 15, 2017 ▲ 160.2%−98.4 pts vs S&P Filing
BRK.BBerkshire Hathaway Purchase$1,001 - $15,000 · Spouse Jul 18, 2017 Jun 15, 2017 ▲ 226.7%−31.9 pts vs S&P Filing
BLKBlackRock Purchase$1,001 - $15,000 · Spouse Jul 18, 2017 Jun 15, 2017 ▲ 245.0%−13.5 pts vs S&P Filing
CINFCincinnati Financial Purchase$1,001 - $15,000 · Spouse Jul 18, 2017 Jun 15, 2017 ▲ 221.4%−37.2 pts vs S&P Filing
CTASCintas Purchase$1,001 - $15,000 · Spouse Jul 18, 2017 Jun 15, 2017 ▲ 671.3%+412.8 pts vs S&P Filing
CMECME Group Purchase$1,001 - $15,000 · Spouse Jul 18, 2017 Jun 15, 2017 ▲ 237.5%−21.0 pts vs S&P Filing
KOThe Coca-Cola Company Purchase$1,001 - $15,000 · Spouse Jul 18, 2017 Jun 15, 2017 ▲ 178.8%−79.8 pts vs S&P Filing
CLColgate-Palmolive Purchase$1,001 - $15,000 · Spouse Jul 18, 2017 Jun 15, 2017 ▲ 56.5%−202.0 pts vs S&P Filing
CMCSAComcast Purchase$1,001 - $15,000 · Spouse Jul 18, 2017 Jun 15, 2017 ▼ 20.7%−279.3 pts vs S&P Filing
COSTCostco Purchase$1,001 - $15,000 · Spouse Jul 18, 2017 Jun 15, 2017 ▲ 541.5%+283.0 pts vs S&P Filing
DHRDanaher Corporation Purchase$1,001 - $15,000 · Spouse Jul 18, 2017 Jun 15, 2017 ▲ 222.6%−36.0 pts vs S&P Filing
DUKDuke Energy Purchase$1,001 - $15,000 · Spouse Jul 18, 2017 Jun 15, 2017 ▲ 111.3%−147.2 pts vs S&P Filing
ECLEcolab Purchase$1,001 - $15,000 · Spouse Jul 18, 2017 Jun 15, 2017 ▲ 152.1%−106.5 pts vs S&P Filing
EWEdwards Lifesciences Purchase$1,001 - $15,000 · Spouse Jul 18, 2017 Jun 15, 2017 ▲ 149.5%−109.1 pts vs S&P Filing
EPREPR Properties Purchase$1,001 - $15,000 · Spouse Jul 18, 2017 Jun 15, 2017 ▲ 41.3%−217.2 pts vs S&P Filing
EFXEquifax Purchase$1,001 - $15,000 · Spouse Jul 18, 2017 Jun 15, 2017 ▲ 45.0%−213.6 pts vs S&P Filing
ESSEssex Property Trust Purchase$1,001 - $15,000 · Spouse Jul 18, 2017 Jun 15, 2017 ▲ 38.2%−220.3 pts vs S&P Filing
ESEversource Energy Purchase$1,001 - $15,000 · Spouse Jul 18, 2017 Jun 15, 2017 ▲ 52.7%−205.8 pts vs S&P Filing
METAMeta Platforms Purchase$1,001 - $15,000 · Spouse Jul 18, 2017 Jun 15, 2017 ▲ 317.3%+58.7 pts vs S&P Filing
GISGeneral Mills Purchase$1,001 - $15,000 · Spouse Jul 18, 2017 Jun 15, 2017 ▼ 16.3%−274.9 pts vs S&P Filing
GSKGSK plc Purchase$1,001 - $15,000 · Spouse Jul 18, 2017 Jun 15, 2017 — Filing
HDThe Home Depot Purchase$1,001 - $15,000 · Spouse Jul 18, 2017 Jun 15, 2017 ▲ 165.5%−93.0 pts vs S&P Filing
IRIngersoll Rand Purchase$1,001 - $15,000 · Spouse Jul 18, 2017 Jun 15, 2017 ▲ 295.8%+37.2 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 −1.0% −2.0% 34% 151 +0.4% (151)
Purchases 90 days −0.9% −1.5% 44% 151 −0.2% (151)
Sales 30 days −0.7% −2.1% 41% 163 −1.1% (163)
Sales 90 days −0.1% −1.2% 47% 163 −1.8% (163)

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