U.S. Representative
Alan S. Lowenthal
—HouseCalifornia · District 47
Year-to-date performance
No priced trades disclosed this year yet.
Numbers populate once a disclosed trade is in a public-equity ticker we can price.
Profitable trades
No activity in window
House rank
—
90
Total trades
$0
Volume YTD
131d
Avg hold
0
Conflicts
Track record by window
5 years
+$21.7M
+28.9%
Gross flow$76.3M
Trades105
Bought / Sold37·68
Open book35%
Public-record gap+36.3%
Disclosed trades · 90
All filings →●Filed Dec 21, 2022·traded Dec 14, 2022
↑bought
Activision Blizzard, Inc (ATVI)(ATVI)$1K-$15K
7 days to discloseprice pending
●Filed Dec 21, 2022·traded Dec 9, 2022
↑boughtActivision Blizzard, Inc (ATVI)(ATVI)$15K-$50K
12 days to discloseprice pending
●Filed Dec 21, 2022·traded Dec 9, 2022
↑boughtActivision Blizzard, Inc (ATVI)(ATVI)$1K-$15K
12 days to discloseprice pending
●Filed Dec 21, 2022·traded Dec 8, 2022
↓sold
G
Chart Industries, Inc. (GTLS)(GTLS)$1K-$15K13 days to disclose
Flat·+0.0%
+89.4% vs S&P 500●Filed Dec 21, 2022·traded Dec 8, 2022
↓sold
G
Chart Industries, Inc. (GTLS)(GTLS)$1K-$15K13 days to disclose
Flat·+0.0%
+89.4% vs S&P 500●Filed Nov 23, 2022·traded Nov 8, 2022
↑bought
T-Mobile US, Inc. (TMUS)(TMUS)$50M-$100M
15 days to disclose
Good buy·+$21.6M+28.9%
−119.2% vs S&P 500●Filed Nov 23, 2022·traded Nov 4, 2022
↓sold
TJX Companies, Inc. (TJX)(TJX)$1K-$15K
19 days to disclose
Flat·+0.0%
+73.7% vs S&P 500●Filed Nov 23, 2022·traded Nov 4, 2022
↓sold
Blackstone Inc. (BX)(BX)$1K-$15K
19 days to disclose
Flat·+0.0%
+52.9% vs S&P 500●Filed Nov 23, 2022·traded Nov 4, 2022
↓soldBlackstone Inc. (BX)(BX)$15K-$50K
19 days to disclose
Flat·+0.0%
+52.9% vs S&P 500●Filed Nov 12, 2022·traded Nov 3, 2022
↓sold
E
Ecolab Inc. (ECL)(ECL)$1K-$15K9 days to disclose
Flat·+0.0%
+41.1% vs S&P 500●Filed Nov 12, 2022·traded Nov 3, 2022
↓sold
E
Ecolab Inc. (ECL)(ECL)$1K-$15K9 days to disclose
Flat·+0.0%
+41.1% vs S&P 500●Filed Nov 5, 2022·traded Oct 24, 2022
↓sold
B
Boston Scientific Corporation (BSX)(BSX)$1K-$15K12 days to disclose
Flat·+0.0%
+15.1% vs S&P 500●Filed Oct 29, 2022·traded Oct 21, 2022
↓sold
B
Boston Scientific Corporation (BSX)(BSX)$1K-$15K8 days to discloseJoint
Flat·+0.0%
+17.4% vs S&P 500●Filed Oct 29, 2022·traded Oct 21, 2022
↓sold
B
Boston Scientific Corporation (BSX)(BSX)$1K-$15K8 days to disclose
Flat·+0.0%
+17.4% vs S&P 500●Filed Oct 14, 2022·traded Sep 27, 2022
↑bought
S
Service Corporation International (SCI)(SCI)$1K-$15K17 days to disclose
Good buy·+$2.1K+25.8%
−37.2% vs S&P 500●Filed Oct 8, 2022·traded Sep 23, 2022
↑bought
S
Service Corporation International (SCI)(SCI)$1K-$15K15 days to disclose
Good buy·+$1.9K+24.2%
−39.0% vs S&P 500●Filed Oct 1, 2022·traded Sep 26, 2022
↑bought
S
Service Corporation International (SCI)(SCI)$1K-$15K5 days to disclose
Good buy·+$1.9K+24.2%
−39.3% vs S&P 500●Filed Oct 1, 2022·traded Sep 23, 2022
↑bought
Salesforce, Inc. (CRM)(CRM)$1K-$15K
8 days to disclose
Good buy·+$2.8K+34.9%
−164.4% vs S&P 500●Filed Oct 1, 2022·traded Sep 23, 2022
↑bought
S
Service Corporation International (SCI)(SCI)$1K-$15K8 days to discloseJoint
Good buy·+$1.9K+24.2%
−39.0% vs S&P 500●Filed Oct 1, 2022·traded Sep 22, 2022
↑bought
S
Service Corporation International (SCI)(SCI)$1K-$15K9 days to discloseJoint
Good buy·+$1.9K+24.2%
−35.2% vs S&P 500●Filed Sep 3, 2022·traded Aug 26, 2022
↑bought
C
Crown Holdings, Inc. (CCK)(CCK)$15K-$50K8 days to disclose
Good buy·+$3.2K+9.7%
−21.8% vs S&P 500●Filed Aug 7, 2022·traded Jul 29, 2022
↓sold
Medtronic plc. Ordinary Shares (MDT)(MDT)$1K-$15K
9 days to disclose
Flat·+0.0%
+12.2% vs S&P 500●Filed Aug 4, 2022·traded Jul 28, 2022
↓soldMedtronic plc. Ordinary Shares (MDT)(MDT)$1K-$15K
7 days to disclose
Flat·+0.0%
+11.8% vs S&P 500●Filed Jul 25, 2022·traded Jul 20, 2022
↑bought
E
Ecolab Inc. (ECL)(ECL)$1K-$15K5 days to disclose
Good buy·+$5.2K+65.3%
+27.3% vs S&P 500●Filed Jul 6, 2022·traded Jun 29, 2022
↓sold
Uber Technologies, Inc. (UBER)(UBER)$1K-$15K
7 days to disclose
Flat·+0.0%
+187.4% vs S&P 500●Filed Jun 24, 2022·traded Feb 4, 2021
↔exchanged
I
Inc. (IFF)(IFF)$1K-$15K505 days to disclose · 460 past 45-day windowprice pending
●Filed Jun 24, 2022·traded Feb 4, 2021
↔exchanged
I
Inc. (IFF)(IFF)$1K-$15K505 days to disclose · 460 past 45-day windowprice pending
●Filed Jun 19, 2022·traded Jun 16, 2022
↓sold
I
iShares Russell 2000 Value ETF (IWN)(IWN)$1K-$15K3 days to discloseETF
Flat·+0.0%
+104.7% vs S&P 500●Filed Jun 19, 2022·traded Jun 16, 2022
↓sold
Boeing Company (BA)(BA)$1K-$15K
3 days to disclose
Flat·+0.0%
+145.0% vs S&P 500●Filed Jun 19, 2022·traded Jun 16, 2022
↓soldBoeing Company (BA)(BA)$15K-$30K
3 days to disclose
Flat·+0.0%
+145.0% vs S&P 500●Filed Jun 19, 2022·traded Jun 16, 2022
↓sold
I
iShares Russell 2000 Value ETF (IWN)(IWN)$15K-$50K3 days to discloseETF
Flat·+0.0%
+104.7% vs S&P 500●Filed Jun 19, 2022·traded Jun 16, 2022
↑bought
V
Verisk Analytics, Inc. (VRSK)(VRSK)$1K-$15K3 days to disclose
Good buy·+$882+11.0%
−188.8% vs S&P 500●Filed Jun 19, 2022·traded Jun 15, 2022
↑bought
Amazon.com, Inc. (AMZN)(AMZN)$1K-$15K
Amazon.com, Inc. (AMZN)(AMZN)$1K-$15K4 days to disclose
Good buy·+$11.1K+138.2%
−49.4% vs S&P 500●Filed May 22, 2022·traded May 17, 2022
↑bought
JP Morgan Chase & Co. (JPM)(JPM)$1K-$15K
5 days to disclose
Good buy·+$11.7K+146.2%
+94.4% vs S&P 500●Filed May 21, 2022·traded May 6, 2022
↓sold
I
Intercontinental Exchange Inc. (ICE)(ICE)$15K-$50K15 days to disclose
Flat·+0.0%
+49.3% vs S&P 500●Filed May 21, 2022·traded May 5, 2022
↓sold
I
Intercontinental Exchange Inc. (ICE)(ICE)$1K-$15K16 days to disclose
Flat·+0.0%
+48.2% vs S&P 500●Filed Apr 16, 2022·traded Apr 7, 2022
↓sold
I
Inc. (IFF)(IFF)$1K-$15K9 days to disclose
Flat·+0.0%
+16.9% vs S&P 500●Filed Apr 12, 2022·traded Apr 6, 2022
↓sold
I
Inc. (IFF)(IFF)$1K-$15K6 days to disclose
Flat·+0.0%
+17.6% vs S&P 500●Filed Apr 12, 2022·traded Apr 6, 2022
↓sold
NVIDIA Corporation (NVDA)(NVDA)$1K-$15K
6 days to disclose
Flat·+0.0%
+139.9% vs S&P 500●Filed Apr 12, 2022·traded Apr 6, 2022
↓sold
I
Inc. (IFF)(IFF)$15K-$50K6 days to disclose
Flat·+0.0%
+17.6% vs S&P 500●Filed Apr 12, 2022·traded Apr 5, 2022
↓sold
I
Inc. (IFF)(IFF)$1K-$15K7 days to disclose
Flat·+0.0%
+16.3% vs S&P 500●Filed Apr 10, 2022·traded Apr 4, 2022
↓sold
I
Inc. (IFF)(IFF)$1K-$15K6 days to disclose
Flat·+0.0%
+15.4% vs S&P 500●Filed Apr 10, 2022·traded Mar 25, 2022
↓sold
J
Janus International Group, Inc. (JBI)(JBI)$1K-$15K16 days to disclose
Flat·+0.0%
+65.8% vs S&P 500●Filed Apr 10, 2022·traded Mar 24, 2022
↓sold
J
Janus International Group, Inc. (JBI)(JBI)$1K-$15K17 days to disclose
Flat·+0.0%
+66.6% vs S&P 500●Filed Mar 26, 2022·traded Mar 16, 2022
↓sold
J
Janus International group, Inc. (JBI)(JBI)$1K-$15K10 days to disclose
Flat·+0.0%
+72.3% vs S&P 500●Filed Mar 22, 2022·traded Mar 7, 2022
↑bought
C
Crown Holdings, Inc. (CCK)(CCK)$1K-$15K15 days to disclose
Bad buy·−$1.4K-17.6%
−45.8% vs S&P 500●Filed Mar 22, 2022·traded Mar 7, 2022
↓sold
C
Crown Holdings, Inc. (CCK)(CCK)$15K-$30K15 days to disclose
Flat·+0.0%
+28.2% vs S&P 500●Filed Mar 22, 2022·traded Mar 7, 2022
↓sold
(DECK)(DECK)$15K-$50K
15 days to disclose
Flat·+0.0%
+46.4% vs S&P 500●Filed Mar 4, 2022·traded Mar 3, 2022
↓sold
A
Autodesk, Inc. (ADSK)(ADSK)$1K-$15K1 day to disclose
Flat·+0.0%
+142.9% vs S&P 500●Filed Mar 4, 2022·traded Feb 25, 2022
↓sold
American Tower Corporation (AMT)(AMT)$1K-$15K
7 days to disclose
Flat·+0.0%
−2.5% vs S&P 500●Filed Mar 4, 2022·traded Feb 24, 2022
↓sold
A
Autodesk, Inc. (ADSK)(ADSK)$15K-$50K8 days to disclose
Flat·+0.0%
+143.2% vs S&P 500●Filed Jan 27, 2022·traded Jan 14, 2022
↑bought
P
ProShares Short QQQ (PSQ)(PSQ)$1K-$15K13 days to disclose
Bad buy·−$4.2K-52.6%
−114.2% vs S&P 500●Filed Jan 21, 2022·traded Jan 7, 2022
↑bought
J
Janus International group, Inc. (JBI)(JBI)$1K-$15K14 days to disclose
Bad buy·−$4.5K-55.8%
−116.9% vs S&P 500●Filed Jan 21, 2022·traded Dec 27, 2021
↑boughtuber Technologies, Inc. (uBER)(UBER)$1K-$15K
25 days to discloseprice pending
●Filed Jan 6, 2022·traded Dec 20, 2021
↑bought
J
Janus International group, Inc. (JBI)(JBI)$1K-$15K17 days to disclose
Bad buy·−$4.3K-54.3%
−119.3% vs S&P 500●Filed Dec 25, 2021·traded Dec 15, 2021
↓sold
Adobe Inc. (ADBE)(ADBE)$15K-$30K
10 days to disclose
Flat·+0.0%
+112.9% vs S&P 500●Filed Dec 25, 2021·traded Dec 15, 2021
↓sold
I
JT iShares Russell 2000 Value ETF (IWN)(IWN)$1K-$15K10 days to disclose
Flat·+0.0%
+59.5% vs S&P 500●Filed Dec 25, 2021·traded Dec 15, 2021
↓sold
I
iShares Russell 2000 Value ETF (IWN)(IWN)$15K-$50K10 days to disclose
Flat·+0.0%
+59.5% vs S&P 500●Filed Dec 25, 2021·traded Dec 15, 2021
↓sold
I
iShares Russell 2000 Value ETF (IWN)(IWN)$1K-$15K10 days to disclose
Flat·+0.0%
+59.5% vs S&P 500●Filed Dec 25, 2021·traded Dec 15, 2021
↓soldAdobe Inc. (ADBE)(ADBE)$1K-$15K
10 days to disclose
Flat·+0.0%
+112.9% vs S&P 500●Filed Dec 14, 2021·traded Dec 1, 2021
↓sold
A
Depositary Shares (AZN)(AZN)$1K-$15K13 days to disclose
Flat·+0.0%
+14.7% vs S&P 500●Filed Nov 18, 2021·traded Nov 10, 2021
↓sold
S
Service Corporation International (SCI)(SCI)$1K-$15K8 days to disclose
Flat·+0.0%
+17.3% vs S&P 500●Filed Nov 18, 2021·traded Nov 10, 2021
↓sold
S
Service Corporation International (SCI)(SCI)$1K-$15K8 days to disclose
Flat·+0.0%
+17.3% vs S&P 500●Filed Nov 18, 2021·traded Nov 9, 2021
↓sold
S
Service Corporation International (SCI)(SCI)$1K-$15K9 days to disclose
Flat·+0.0%
+16.9% vs S&P 500●Filed Nov 18, 2021·traded Nov 8, 2021
↓sold
S
Service Corporation International (SCI)(SCI)$1K-$15K10 days to disclose
Flat·+0.0%
+14.7% vs S&P 500●Filed Nov 15, 2021·traded Nov 4, 2021
↑bought(DECK)(DECK)$15K-$50K
11 days to disclose
Good buy·+$16.2K+49.8%
+36.0% vs S&P 500●Filed Nov 8, 2021·traded Oct 21, 2021
↓sold
I
Intercontinental Exchange Inc. (ICE)(ICE)$1K-$15K18 days to disclose
Flat·+0.0%
+29.4% vs S&P 500●Filed Oct 16, 2021·traded Oct 6, 2021
↑bought(DECK)(DECK)$1K-$15K
10 days to disclose
Good buy·+$5.7K+71.3%
+39.1% vs S&P 500●Filed Aug 30, 2021·traded Aug 16, 2021
↑bought
L
LegalZoom.com, Inc. (LZ)(LZ)$1K-$15K14 days to disclose
Bad buy·−$6.5K-81.6%
−149.5% vs S&P 500●Filed Aug 12, 2021·traded Aug 6, 2021
↓sold
B
Boston Scientific Corporation (BSX)(BSX)$1K-$15K6 days to disclose
Flat·+0.0%
+11.7% vs S&P 500●Filed Aug 12, 2021·traded Aug 3, 2021
↓sold
B
Boston Scientific Corporation (BSX)(BSX)$1K-$15K9 days to disclose
Flat·+0.0%
+10.7% vs S&P 500●Filed Aug 12, 2021·traded Aug 3, 2021
↓sold
B
Boston Scientific Corporation (BSX)(BSX)$1K-$15K9 days to disclose
Flat·+0.0%
+10.7% vs S&P 500●Filed Aug 12, 2021·traded Aug 3, 2021
↓sold
B
Boston Scientific Corporation (BSX)(BSX)$1K-$15K9 days to disclose
Flat·+0.0%
+10.7% vs S&P 500●Filed Aug 12, 2021·traded Aug 3, 2021
↓sold
B
Boston Scientific Corporation (BSX)(BSX)$1K-$15K9 days to disclose
Flat·+0.0%
+10.7% vs S&P 500●Filed Aug 7, 2021·traded Jul 30, 2021
↑bought(DECK)(DECK)$1K-$15K
8 days to disclose
Good buy·+$4.1K+51.8%
+19.4% vs S&P 500●Filed Jul 16, 2021·traded Jul 8, 2021
↓sold
K
JT SPDR S&P Regional Banking ETF (KRE)(KRE)$1K-$15K8 days to disclose
Flat·+0.0%
+45.3% vs S&P 500●Filed Jul 15, 2021·traded Jul 8, 2021
↓sold
K
SPDR S&P Regional Banking ETF (KRE)(KRE)$15K-$50K7 days to disclose
Flat·+0.0%
+45.3% vs S&P 500●Filed Jul 15, 2021·traded Jul 8, 2021
↓sold
K
SPDR S&P Regional Banking ETF (KRE)(KRE)$1K-$15K7 days to disclose
Flat·+0.0%
+45.3% vs S&P 500●Filed Jul 15, 2021·traded Jul 7, 2021
↑boughtuber Technologies, Inc. (uBER)(UBER)$1K-$15K
8 days to discloseprice pending
●Filed Jul 6, 2021·traded Apr 14, 2021
↑bought
(COIN)(COIN)$1K-$15K
83 days to disclose · 38 past 45-day windowprice pending
●Filed Jul 5, 2021·traded Jun 24, 2021
↓sold(COIN)(COIN)$1K-$15K
11 days to disclose
Flat·+0.0%
+76.6% vs S&P 500●Filed Jun 13, 2021·traded Jun 4, 2021
↑bought
S
S&P global Inc. (SPgI)(SPGI)$1K-$15K9 days to discloseprice pending
●Filed Jun 13, 2021·traded Jun 4, 2021
↑bought
S
S&P global Inc. (SPgI)(SPGI)$1K-$15K9 days to discloseprice pending
●Filed Jun 13, 2021·traded Jun 3, 2021
↓sold
F
Services, Inc. (FIS)(FIS)$1K-$15K10 days to disclose
Flat·+0.0%
+169.5% vs S&P 500●Filed Jun 13, 2021·traded Jun 3, 2021
↓sold
F
Services, Inc. (FIS)(FIS)$15K-$50K10 days to disclose
Flat·+0.0%
+169.5% vs S&P 500●Filed Jun 13, 2021·traded Jun 3, 2021
↓sold
F
Services, Inc. (FIS)(FIS)$1K-$15K10 days to disclose
Flat·+0.0%
+169.5% vs S&P 500●Filed May 24, 2021·traded May 14, 2021
↓sold
Solutions, Inc. (KTOS)(KTOS)$1K-$15K
10 days to disclose
Flat·+0.0%
+110.0% vs S&P 500●Filed May 24, 2021·traded May 12, 2021
↓soldSolutions, Inc. (KTOS)(KTOS)$1K-$15K
12 days to disclose
Flat·+0.0%
+117.6% vs S&P 500●Filed May 24, 2021·traded May 11, 2021
↓soldSolutions, Inc. (KTOS)(KTOS)$1K-$15K
13 days to disclose
Flat·+0.0%
+111.2% vs S&P 500●Filed May 24, 2021·traded May 11, 2021
↓sold
S
(SPCE)(SPCE)$1K-$15K13 days to disclose
Flat·+0.0%
+111.2% vs S&P 500| Filed | Trade date | Type | Stock | Smart move? | Size |
|---|---|---|---|---|---|
| Dec 21, 2022 | Dec 14, 2022 7 days to disclose | ↑bought | Activision Blizzard, Inc (ATVI) Neuberger Berman - Traditional IRA | price pending | $1K-$15K $1,001 - $15,000 0.0% of book |
| Dec 21, 2022 | Dec 9, 2022 12 days to disclose | ↑bought | Activision Blizzard, Inc (ATVI) Neuberger Berman - Traditional IRA | price pending | $15K-$50K $15,001 - $50,000 0.0% of book |
| Dec 21, 2022 | Dec 9, 2022 12 days to disclose | ↑bought | Activision Blizzard, Inc (ATVI) Neuberger Berman - Malumed Lowenthal Rev Trust #2 | price pending | $1K-$15K $1,001 - $15,000 0.0% of book |
| Dec 21, 2022 | Dec 8, 2022 13 days to disclose | ↓sold | G GTLSChart Industries, Inc. (GTLS) Neuberger Berman - Malumed Lowenthal Rev Trust #2 | Flat·+0.0% +89.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.0% of book |
| Dec 21, 2022 | Dec 8, 2022 13 days to disclose | ↓sold | G GTLSChart Industries, Inc. (GTLS) Neuberger Berman - Traditional IRA | Flat·+0.0% +89.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.0% of book |
| Nov 23, 2022 | Nov 8, 2022 15 days to disclose | ↑bought | T-Mobile US, Inc. (TMUS) Neuberger Berman - Traditional IRA | Good buy·+$21.6M+28.9% −119.2% vs S&P 500 | $50M-$100M Over $50,000,000 98.6% of book |
| Nov 23, 2022 | Nov 4, 2022 19 days to disclose | ↓sold | TJX Companies, Inc. (TJX) Neuberger Berman - Traditional IRA | Flat·+0.0% +73.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.0% of book |
| Nov 23, 2022 | Nov 4, 2022 19 days to disclose | ↓sold | Blackstone Inc. (BX) Neuberger Berman - Malumed Lowenthal Rev Trust #2 | Flat·+0.0% +52.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.0% of book |
| Nov 23, 2022 | Nov 4, 2022 19 days to disclose | ↓sold | Blackstone Inc. (BX) Neuberger Berman - Traditional IRA | Flat·+0.0% +52.9% vs S&P 500 | $15K-$50K $15,001 - $50,000 0.0% of book |
| Nov 12, 2022 | Nov 3, 2022 9 days to disclose | ↓sold | E ECLEcolab Inc. (ECL) Neuberger Berman - Traditional IRA | Flat·+0.0% +41.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.0% of book |
| Nov 12, 2022 | Nov 3, 2022 9 days to disclose | ↓sold | E ECLEcolab Inc. (ECL) Neuberger Berman - Malumed Lowenthal Rev Trust #2 | Flat·+0.0% +41.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.0% of book |
| Nov 5, 2022 | Oct 24, 2022 12 days to disclose | ↓sold | B BSXBoston Scientific Corporation (BSX) Neuberger Berman - Traditional IRA | Flat·+0.0% +15.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.0% of book |
| Oct 29, 2022 | Oct 21, 2022 8 days to disclose | ↓sold | B BSXJointBoston Scientific Corporation (BSX) Neuberger Berman - Malumed Lowenthal Rev Trust #2 | Flat·+0.0% +17.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.0% of book |
| Oct 29, 2022 | Oct 21, 2022 8 days to disclose | ↓sold | B BSXBoston Scientific Corporation (BSX) Neuberger Berman - Traditional IRA | Flat·+0.0% +17.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.0% of book |
| Oct 14, 2022 | Sep 27, 2022 17 days to disclose | ↑bought | S SCIService Corporation International (SCI) Neuberger Berman - Traditional IRA | Good buy·+$2.1K+25.8% −37.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.0% of book |
| Oct 8, 2022 | Sep 23, 2022 15 days to disclose | ↑bought | S SCIService Corporation International (SCI) Neuberger Berman - Traditional IRA | Good buy·+$1.9K+24.2% −39.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.0% of book |
| Oct 1, 2022 | Sep 26, 2022 5 days to disclose | ↑bought | S SCIService Corporation International (SCI) Neuberger Berman - Traditional IRA | Good buy·+$1.9K+24.2% −39.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.0% of book |
| Oct 1, 2022 | Sep 23, 2022 8 days to disclose | ↑bought | Salesforce, Inc. (CRM) Neuberger Berman - Malumed Lowenthal Rev Trust #2 | Good buy·+$2.8K+34.9% −164.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.0% of book |
| Oct 1, 2022 | Sep 23, 2022 8 days to disclose | ↑bought | S SCIJointService Corporation International (SCI) Neuberger Berman - Malumed Lowenthal Rev Trust #2 | Good buy·+$1.9K+24.2% −39.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.0% of book |
| Oct 1, 2022 | Sep 22, 2022 9 days to disclose | ↑bought | S SCIJointService Corporation International (SCI) Neuberger Berman - Malumed Lowenthal Rev Trust #2 | Good buy·+$1.9K+24.2% −35.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.0% of book |
| Sep 3, 2022 | Aug 26, 2022 8 days to disclose | ↑bought | C CCKCrown Holdings, Inc. (CCK) Neuberger Berman - Traditional IRA | Good buy·+$3.2K+9.7% −21.8% vs S&P 500 | $15K-$50K $15,001 - $50,000 0.0% of book |
| Aug 7, 2022 | Jul 29, 2022 9 days to disclose | ↓sold | Medtronic plc. Ordinary Shares (MDT) Neuberger Berman - Traditional IRA | Flat·+0.0% +12.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.0% of book |
| Aug 4, 2022 | Jul 28, 2022 7 days to disclose | ↓sold | Medtronic plc. Ordinary Shares (MDT) Neuberger Berman - Traditional IRA | Flat·+0.0% +11.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.0% of book |
| Jul 25, 2022 | Jul 20, 2022 5 days to disclose | ↑bought | E ECLEcolab Inc. (ECL) Neuberger Berman - Traditional IRA | Good buy·+$5.2K+65.3% +27.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.0% of book |
| Jul 6, 2022 | Jun 29, 2022 7 days to disclose | ↓sold | Uber Technologies, Inc. (UBER) Neuberger Berman - Traditional IRA 2000086472 | Flat·+0.0% +187.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.0% of book |
| Jun 24, 2022 | Feb 4, 2021 505 days to disclose · 460 past 45-day window | ↔exchanged | I IFFInc. (IFF) | price pending | $1K-$15K $1,001 - $15,000 0.0% of book |
| Jun 24, 2022 | Feb 4, 2021 505 days to disclose · 460 past 45-day window | ↔exchanged | I IFFInc. (IFF) | price pending | $1K-$15K $1,001 - $15,000 0.0% of book |
| Jun 19, 2022 | Jun 16, 2022 3 days to disclose | ↓sold | I IWNETFiShares Russell 2000 Value ETF (IWN) | Flat·+0.0% +104.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.0% of book |
| Jun 19, 2022 | Jun 16, 2022 3 days to disclose | ↓sold | Boeing Company (BA) | Flat·+0.0% +145.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.0% of book |
| Jun 19, 2022 | Jun 16, 2022 3 days to disclose | ↓sold | Boeing Company (BA) Neuberger Berman - Traditional IRA | Flat·+0.0% +145.0% vs S&P 500 | $15K-$30K $15,001 0.0% of book |
| Jun 19, 2022 | Jun 16, 2022 3 days to disclose | ↓sold | I IWNETFiShares Russell 2000 Value ETF (IWN) Neuberger Berman - Traditional IRA | Flat·+0.0% +104.7% vs S&P 500 | $15K-$50K $15,001 - $50,000 0.0% of book |
| Jun 19, 2022 | Jun 16, 2022 3 days to disclose | ↑bought | V VRSKVerisk Analytics, Inc. (VRSK) Neuberger Berman - Traditional IRA | Good buy·+$882+11.0% −188.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.0% of book |
| Jun 19, 2022 | Jun 15, 2022 4 days to disclose | ↑bought | AMZN Amazon.com, Inc. (AMZN) Neuberger Berman - Traditional IRA | Good buy·+$11.1K+138.2% −49.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.0% of book |
| May 22, 2022 | May 17, 2022 5 days to disclose | ↑bought | JP Morgan Chase & Co. (JPM) Neuberger Berman - Traditional IRA | Good buy·+$11.7K+146.2% +94.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.0% of book |
| May 21, 2022 | May 6, 2022 15 days to disclose | ↓sold | I ICEIntercontinental Exchange Inc. (ICE) Neuberger Berman - Traditional IRA | Flat·+0.0% +49.3% vs S&P 500 | $15K-$50K $15,001 - $50,000 0.0% of book |
| May 21, 2022 | May 5, 2022 16 days to disclose | ↓sold | I ICEIntercontinental Exchange Inc. (ICE) Neuberger Berman - Traditional IRA | Flat·+0.0% +48.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.0% of book |
| Apr 16, 2022 | Apr 7, 2022 9 days to disclose | ↓sold | I IFFInc. (IFF) Neuberger Berman - Traditional IRA | Flat·+0.0% +16.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.0% of book |
| Apr 12, 2022 | Apr 6, 2022 6 days to disclose | ↓sold | I IFFInc. (IFF) Neuberger Berman - Malumed Lowenthal Rev Trust | Flat·+0.0% +17.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.0% of book |
| Apr 12, 2022 | Apr 6, 2022 6 days to disclose | ↓sold | NVIDIA Corporation (NVDA) Neuberger Berman - Traditional IRA | Flat·+0.0% +139.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.0% of book |
| Apr 12, 2022 | Apr 6, 2022 6 days to disclose | ↓sold | I IFFInc. (IFF) Neuberger Berman - Traditional IRA | Flat·+0.0% +17.6% vs S&P 500 | $15K-$50K $15,001 - $50,000 0.0% of book |
| Apr 12, 2022 | Apr 5, 2022 7 days to disclose | ↓sold | I IFFInc. (IFF) Neuberger Berman - Traditional IRA | Flat·+0.0% +16.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.0% of book |
| Apr 10, 2022 | Apr 4, 2022 6 days to disclose | ↓sold | I IFFInc. (IFF) Neuberger Berman - Traditional IRA | Flat·+0.0% +15.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.0% of book |
| Apr 10, 2022 | Mar 25, 2022 16 days to disclose | ↓sold | J JBIJanus International Group, Inc. (JBI) Neuberger Berman - Traditional IRA | Flat·+0.0% +65.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.0% of book |
| Apr 10, 2022 | Mar 24, 2022 17 days to disclose | ↓sold | J JBIJanus International Group, Inc. (JBI) Neuberger Berman - Traditional IRA | Flat·+0.0% +66.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.0% of book |
| Mar 26, 2022 | Mar 16, 2022 10 days to disclose | ↓sold | J JBIJanus International group, Inc. (JBI) | Flat·+0.0% +72.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.0% of book |
| Mar 22, 2022 | Mar 7, 2022 15 days to disclose | ↑bought | C CCKCrown Holdings, Inc. (CCK) | Bad buy·−$1.4K-17.6% −45.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.0% of book |
| Mar 22, 2022 | Mar 7, 2022 15 days to disclose | ↓sold | C CCKCrown Holdings, Inc. (CCK) | Flat·+0.0% +28.2% vs S&P 500 | $15K-$30K $15,001 0.0% of book |
| Mar 22, 2022 | Mar 7, 2022 15 days to disclose | ↓sold | (DECK) | Flat·+0.0% +46.4% vs S&P 500 | $15K-$50K $15,001 - $50,000 0.0% of book |
| Mar 4, 2022 | Mar 3, 2022 1 day to disclose | ↓sold | A ADSKAutodesk, Inc. (ADSK) | Flat·+0.0% +142.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.0% of book |
| Mar 4, 2022 | Feb 25, 2022 7 days to disclose | ↓sold | American Tower Corporation (AMT) | Flat·+0.0% −2.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.0% of book |
| Mar 4, 2022 | Feb 24, 2022 8 days to disclose | ↓sold | A ADSKAutodesk, Inc. (ADSK) | Flat·+0.0% +143.2% vs S&P 500 | $15K-$50K $15,001 - $50,000 0.0% of book |
| Jan 27, 2022 | Jan 14, 2022 13 days to disclose | ↑bought | P PSQProShares Short QQQ (PSQ) | Bad buy·−$4.2K-52.6% −114.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.0% of book |
| Jan 21, 2022 | Jan 7, 2022 14 days to disclose | ↑bought | J JBIJanus International group, Inc. (JBI) | Bad buy·−$4.5K-55.8% −116.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.0% of book |
| Jan 21, 2022 | Dec 27, 2021 25 days to disclose | ↑bought | uber Technologies, Inc. (uBER) | price pending | $1K-$15K $1,001 - $15,000 0.0% of book |
| Jan 6, 2022 | Dec 20, 2021 17 days to disclose | ↑bought | J JBIJanus International group, Inc. (JBI) | Bad buy·−$4.3K-54.3% −119.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.0% of book |
| Dec 25, 2021 | Dec 15, 2021 10 days to disclose | ↓sold | Adobe Inc. (ADBE) | Flat·+0.0% +112.9% vs S&P 500 | $15K-$30K $15,001 0.0% of book |
| Dec 25, 2021 | Dec 15, 2021 10 days to disclose | ↓sold | I IWNJT iShares Russell 2000 Value ETF (IWN) | Flat·+0.0% +59.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.0% of book |
| Dec 25, 2021 | Dec 15, 2021 10 days to disclose | ↓sold | I IWNiShares Russell 2000 Value ETF (IWN) | Flat·+0.0% +59.5% vs S&P 500 | $15K-$50K $15,001 - $50,000 0.0% of book |
| Dec 25, 2021 | Dec 15, 2021 10 days to disclose | ↓sold | I IWNiShares Russell 2000 Value ETF (IWN) | Flat·+0.0% +59.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.0% of book |
| Dec 25, 2021 | Dec 15, 2021 10 days to disclose | ↓sold | Adobe Inc. (ADBE) | Flat·+0.0% +112.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.0% of book |
| Dec 14, 2021 | Dec 1, 2021 13 days to disclose | ↓sold | A AZNDepositary Shares (AZN) | Flat·+0.0% +14.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.0% of book |
| Nov 18, 2021 | Nov 10, 2021 8 days to disclose | ↓sold | S SCIService Corporation International (SCI) | Flat·+0.0% +17.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.0% of book |
| Nov 18, 2021 | Nov 10, 2021 8 days to disclose | ↓sold | S SCIService Corporation International (SCI) | Flat·+0.0% +17.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.0% of book |
| Nov 18, 2021 | Nov 9, 2021 9 days to disclose | ↓sold | S SCIService Corporation International (SCI) | Flat·+0.0% +16.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.0% of book |
| Nov 18, 2021 | Nov 8, 2021 10 days to disclose | ↓sold | S SCIService Corporation International (SCI) | Flat·+0.0% +14.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.0% of book |
| Nov 15, 2021 | Nov 4, 2021 11 days to disclose | ↑bought | (DECK) | Good buy·+$16.2K+49.8% +36.0% vs S&P 500 | $15K-$50K $15,001 - $50,000 0.0% of book |
| Nov 8, 2021 | Oct 21, 2021 18 days to disclose | ↓sold | I ICEIntercontinental Exchange Inc. (ICE) | Flat·+0.0% +29.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.0% of book |
| Oct 16, 2021 | Oct 6, 2021 10 days to disclose | ↑bought | (DECK) | Good buy·+$5.7K+71.3% +39.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.0% of book |
| Aug 30, 2021 | Aug 16, 2021 14 days to disclose | ↑bought | L LZLegalZoom.com, Inc. (LZ) | Bad buy·−$6.5K-81.6% −149.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.0% of book |
| Aug 12, 2021 | Aug 6, 2021 6 days to disclose | ↓sold | B BSXBoston Scientific Corporation (BSX) | Flat·+0.0% +11.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.0% of book |
| Aug 12, 2021 | Aug 3, 2021 9 days to disclose | ↓sold | B BSXBoston Scientific Corporation (BSX) | Flat·+0.0% +10.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.0% of book |
| Aug 12, 2021 | Aug 3, 2021 9 days to disclose | ↓sold | B BSXBoston Scientific Corporation (BSX) | Flat·+0.0% +10.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.0% of book |
| Aug 12, 2021 | Aug 3, 2021 9 days to disclose | ↓sold | B BSXBoston Scientific Corporation (BSX) | Flat·+0.0% +10.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.0% of book |
| Aug 12, 2021 | Aug 3, 2021 9 days to disclose | ↓sold | B BSXBoston Scientific Corporation (BSX) | Flat·+0.0% +10.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.0% of book |
| Aug 7, 2021 | Jul 30, 2021 8 days to disclose | ↑bought | (DECK) | Good buy·+$4.1K+51.8% +19.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.0% of book |
| Jul 16, 2021 | Jul 8, 2021 8 days to disclose | ↓sold | K KREJT SPDR S&P Regional Banking ETF (KRE) | Flat·+0.0% +45.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.0% of book |
| Jul 15, 2021 | Jul 8, 2021 7 days to disclose | ↓sold | K KRESPDR S&P Regional Banking ETF (KRE) | Flat·+0.0% +45.3% vs S&P 500 | $15K-$50K $15,001 - $50,000 0.0% of book |
| Jul 15, 2021 | Jul 8, 2021 7 days to disclose | ↓sold | K KRESPDR S&P Regional Banking ETF (KRE) | Flat·+0.0% +45.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.0% of book |
| Jul 15, 2021 | Jul 7, 2021 8 days to disclose | ↑bought | uber Technologies, Inc. (uBER) | price pending | $1K-$15K $1,001 - $15,000 0.0% of book |
| Jul 6, 2021 | Apr 14, 2021 83 days to disclose · 38 past 45-day window | ↑bought | (COIN) | price pending | $1K-$15K $1,001 - $15,000 0.0% of book |
| Jul 5, 2021 | Jun 24, 2021 11 days to disclose | ↓sold | (COIN) | Flat·+0.0% +76.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.0% of book |
| Jun 13, 2021 | Jun 4, 2021 9 days to disclose | ↑bought | S SPGIS&P global Inc. (SPgI) | price pending | $1K-$15K $1,001 - $15,000 0.0% of book |
| Jun 13, 2021 | Jun 4, 2021 9 days to disclose | ↑bought | S SPGIS&P global Inc. (SPgI) | price pending | $1K-$15K $1,001 - $15,000 0.0% of book |
| Jun 13, 2021 | Jun 3, 2021 10 days to disclose | ↓sold | F FISServices, Inc. (FIS) | Flat·+0.0% +169.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.0% of book |
| Jun 13, 2021 | Jun 3, 2021 10 days to disclose | ↓sold | F FISServices, Inc. (FIS) | Flat·+0.0% +169.5% vs S&P 500 | $15K-$50K $15,001 - $50,000 0.0% of book |
| Jun 13, 2021 | Jun 3, 2021 10 days to disclose | ↓sold | F FISServices, Inc. (FIS) | Flat·+0.0% +169.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.0% of book |
| May 24, 2021 | May 14, 2021 10 days to disclose | ↓sold | Solutions, Inc. (KTOS) | Flat·+0.0% +110.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.0% of book |
| May 24, 2021 | May 12, 2021 12 days to disclose | ↓sold | Solutions, Inc. (KTOS) | Flat·+0.0% +117.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.0% of book |
| May 24, 2021 | May 11, 2021 13 days to disclose | ↓sold | Solutions, Inc. (KTOS) | Flat·+0.0% +111.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.0% of book |
| May 24, 2021 | May 11, 2021 13 days to disclose | ↓sold | S SPCE(SPCE) | Flat·+0.0% +111.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.0% of book |
Their record vs the S&P 500
80 priced trades compared to a same-direction S&P 500 benchmark.
Politician portfolio+$21.7M
S&P 500 benchmark+$110.6M
Alpha−$88.9M
Gold line = cumulative dollar P&L · Dashed = S&P 500 over same window · Bars = monthly trade volume
Oversight committees · 0
Click any committee to see what it actually does, which sectors it regulates, and why each sector tag was attached. Sources cited.
No committee assignments on record.
By owner type
Disclosures break down by Self / Joint / Spouse / Dependent. Spouse-marked trades sometimes perform systematically differently.
Self
87
trades · $76M
+$21.7M
Joint
3
trades · $24K
+$3.9K