U.S. Representative
Dan Newhouse
RHouseWashington · District 04
U.S. Representative (R) for Washington, 71 years old.
Tenure
Representative since 2015
Born
Sunnyside, Yakima County, Wash., 1955
Prior career
- farmer
Education
- B.S. Washington State University (1977)
Full biography
NEWHOUSE, Daniel Milton, a Representative from Washington; born in Sunnyside, Yakima County, Wash., July 10, 1955; graduated from Sunnyside High School, Sunnyside, Wash., 1973; B.S., Washington State University, Pullman, Wash., 1977; farmer; member of the Washington state house of representatives, 2003-2009; director of the Washington state department of agriculture, 2009-2013; elected as a Republican to the One Hundred Fourteenth and to the five succeeding Congresses (January 3, 2015-present).
Source: U.S. Congress Bioguide / public-record corporate filings.
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
#44/85
100
Total trades
$0
Volume YTD
343d
Avg hold
12
Conflicts
Public financial disclosure
Self-reported on House Form A — values are disclosed as ranges, not exact dollars.
Disclosed net worth
⚑ 24 sector overlaps$-635.9K – $26.9M
Assets minus liabilities, summed across the 25+ disclosed positions.
- Liabilities
- $2M–$7M
- Form
- Amendment Report 2022
- Filed
- April 2024
Holdings in agency’s regulated sectors
Disclosed positions whose sector overlaps with this agency’s jurisdiction. Structural — not an accusation of wrongdoing. Cabinet officials typically divest these at confirmation.
- TTMIXT. Rowe Price Communications & Technology Fund, Inc. Class I$15,001 - $50,000TelecomChair, Committee on Appropriations on 4 committees including Committee on Appropriations holds Telecom-sector security; this committee has substantive jurisdiction over this sector.
- LINLinde plc Ordinary Shares$1,001 - $15,000Basic MaterialsChair, Committee on Appropriations on 4 committees including Committee on Appropriations holds Basic Materials-sector security; this committee has substantive jurisdiction over this sector.
- CRMSalesforce, Inc.$1,001 - $15,000TechnologyChair, Committee on Appropriations on 4 committees including Committee on Appropriations holds Technology-sector security; this committee has substantive jurisdiction over this sector.
- ADBEAdobe Inc.$1,001 - $15,000TechnologyChair, Committee on Appropriations on 4 committees including Committee on Appropriations holds Technology-sector security; this committee has substantive jurisdiction over this sector.
- UNPUnion Pacific Corporation$1,001 - $15,000TransportationChair, Committee on Appropriations on 4 committees including Committee on Appropriations holds Transportation-sector security; this committee has substantive jurisdiction over this sector.
- GOOGLAlphabet Inc. - Class A$1,001 - $15,000TechnologyChair, Committee on Appropriations on 4 committees including Committee on Appropriations holds Technology-sector security; this committee has substantive jurisdiction over this sector.
Largest holdings
- 1.Cottonwood Estates, 84% Interest$5,000,001 - $25,000,000
- 2.Newhouse Farms, 69% Interest$500,001 - $1,000,000
- 3.T Rowe Price Large Cap Growth$100,001 - $250,000
- 4.Hartford Dividend & Growth$100,001 - $250,000
- 5.SDYSPDR S&P Dividend ETF$50,001 - $100,000
- 6.Artisan Mid Cap$50,001 - $100,000
- 7.American SMALLCAP World$50,001 - $100,000
- 8.Pgim Jennison International Opportunities$50,001 - $100,000
- 9.TRAIXT. Rowe Price Capital Appreciation Fund - I Class$50,001 - $100,000
- 10.iShares Core S&P 500$50,001 - $100,000
- 11.American New World$50,001 - $100,000
- 12.Hartford International Growth Fund$15,001 - $50,000
- 13.Pgim High Yield$15,001 - $50,000
- 14.GOBSXBrandywineGLOBAL - Global Opportunities Bond Fund Class IS$15,001 - $50,000
- 15.Invesco Corporate Bond$15,001 - $50,000
- 16.American Capital Income Builder Fund-C$15,001 - $50,000
- 17.Congressional Federal Credit Union$15,001 - $50,000
- 18.Natixis Loomis Sayles Investment Grade Bond$15,001 - $50,000
- 19.American Intermediate Bond Fund of America$15,001 - $50,000
- 20.Hartford Capital Appreciation Fund-C$15,001 - $50,000
- 21.Washington State Public Employees’ Retirement System Plan 2$15,001 - $50,000
- 22.Truist Bank Accounts$15,001 - $50,000
- 23.Hartford Dividend & Growth$15,001 - $50,000
- 24.USGFXThe American Funds Income Series - Class F-3$15,001 - $50,000
- 25.John Hancock Small Cap Core$15,001 - $50,000
Track record by window
1 year
+$42.8K
+23.3%
Gross flow$280K
Trades35
Bought / Sold24·11
Open book69%
Public-record gap+22.5%
5 years
+$167.5K
+41.7%
Gross flow$1.5M
Trades171
Bought / Sold97·74
Open book57%
Public-record gap+22.7%
Best call · 1Y
↑bought
Applied Materials (AMAT)+$15.7K(+195.6%)
Bought at $163.53 on Aug 18, 2025 · now $483.45
Stock (AMAT)
Worst call · 1Y
↑bought
Brown & Brown (BRO)−$3.3K(-41.0%)
Bought at $94.95 on Aug 18, 2025 · now $56.05
Disclosed trades · 100
All filings →●Filed Jan 15, 2026·traded Dec 31, 2025
↑bought
Palo Alto Networks, Inc. (PANW)(PANW)$1K-$15K
15 days to disclose
Good buy·+$4.8K+59.7%
+31.1% vs S&P 500●Filed Jan 15, 2026·traded Dec 31, 2025
↑bought
B
Common Stock (BR)(BR)$1K-$15K15 days to disclose
Bad buy·−$2.5K-31.0%
−43.3% vs S&P 500●Filed Jan 15, 2026·traded Dec 31, 2025
↑bought
S
(SNPS)(SNPS)$1K-$15K15 days to disclose
Good buy·+$489+6.1%
−22.5% vs S&P 500●Filed Jan 15, 2026·traded Dec 31, 2025
↑bought
Common Stock (RCL)(RCL)$1K-$15K
15 days to disclose
Good buy·+$177+2.2%
+2.2% vs S&P 500●Filed Jan 15, 2026·traded Dec 11, 2025
↓soldBrown & Brown, Inc. Common Stock (BRO)(BRO)$1K-$15K
35 days to disclose
Flat·+0.0%
−5.5% vs S&P 500●Filed Jan 15, 2026·traded Dec 11, 2025
↑bought
Charles Schwab Corporation (SCHW)(SCHW)$1K-$15K
35 days to disclose
Bad buy·−$404-5.0%
+0.5% vs S&P 500●Filed Jan 15, 2026·traded Dec 11, 2025
↓sold
Stock (SBUX)(SBUX)$1K-$15K
35 days to disclose
Flat·+0.0%
−0.6% vs S&P 500●Filed Jan 15, 2026·traded Dec 11, 2025
↓sold
(AVGO)(AVGO)$1K-$15K
35 days to disclose
Flat·+0.0%
+25.1% vs S&P 500●Filed Jan 15, 2026·traded Dec 11, 2025
↓sold
Stock (GOOGL)(GOOGL)$1K-$15K
35 days to disclose
Flat·+0.0%
+25.1% vs S&P 500●Filed Jan 15, 2026·traded Dec 11, 2025
↓sold
(ULTA)(ULTA)$1K-$15K
35 days to disclose
Flat·+0.0%
+8.9% vs S&P 500●Filed Jan 15, 2026·traded Dec 11, 2025
↑bought
Blackstone Inc. Common Stock (BX)(BX)$1K-$15K
35 days to disclose
Bad buy·−$1.9K-24.0%
−18.5% vs S&P 500●Filed Jan 15, 2026·traded Dec 11, 2025
↓sold
D
Stock (DG)(DG)$1K-$15K35 days to disclose
Flat·+0.0%
−0.6% vs S&P 500●Filed Jan 15, 2026·traded Dec 11, 2025
↓sold
Stock (TFC)(TFC)$1K-$15K
35 days to disclose
Flat·+0.0%
−5.5% vs S&P 500●Filed Jan 15, 2026·traded Dec 11, 2025
↓sold
T-Mobile US, Inc. (TMUS)(TMUS)$1K-$15K
35 days to disclose
Flat·+0.0%
−1.1% vs S&P 500●Filed Jan 15, 2026·traded Dec 11, 2025
↑bought
T
Textron Inc. Common Stock (TXT)(TXT)$1K-$15K35 days to disclose
Good buy·+$481+6.0%
−2.9% vs S&P 500●Filed Jan 15, 2026·traded Dec 11, 2025
↑bought
N
Stock (NXPI)(NXPI)$1K-$15K35 days to disclose
Good buy·+$2.5K+30.9%
+5.8% vs S&P 500●Filed Jan 15, 2026·traded Dec 11, 2025
↓sold
M
Stock (MGA)(MGA)$1K-$15K35 days to disclose
Flat·+0.0%
+8.9% vs S&P 500●Filed Jan 15, 2026·traded Dec 11, 2025
↑bought
Stock (LULU)(LULU)$1K-$15K
35 days to disclose
Bad buy·−$2.3K-28.2%
−27.6% vs S&P 500●Filed Sep 17, 2025·traded Aug 18, 2025
↑bought
AMETEK, Inc. (AME)(AME)$1K-$15K
30 days to disclose
Good buy·+$2.4K+30.0%
+14.6% vs S&P 500●Filed Sep 17, 2025·traded Aug 18, 2025
↑bought
General Mills, Inc. Common Stock (GIS)(GIS)$1K-$15K
30 days to disclose
⚑ Consumer Defensive · Committee on AgricultureBad buy·−$2.3K-28.9%
−31.0% vs S&P 500●Filed Sep 17, 2025·traded Aug 18, 2025
↑bought
A
Stock (AMAT)(AMAT)$1K-$15K30 days to disclose
Good buy·+$15.7K+195.6%
+156.6% vs S&P 500●Filed Sep 17, 2025·traded Aug 18, 2025
↓sold
BlackRock, Inc. Common Stock (BLK)(BLK)$1K-$15K
30 days to disclose
Flat·+0.0%
−1.2% vs S&P 500●Filed Sep 17, 2025·traded Aug 18, 2025
↑bought
Common Stock (ADP)(ADP)$1K-$15K
30 days to disclose
Bad buy·−$2K-24.6%
−63.6% vs S&P 500●Filed Sep 17, 2025·traded Aug 18, 2025
↑bought
Stock (UPS)(UPS)$1K-$15K
30 days to disclose
Good buy·+$1.1K+13.8%
−1.6% vs S&P 500●Filed Sep 17, 2025·traded Aug 18, 2025
↑bought
Target Corporation Common Stock (TGT)(TGT)$1K-$15K
30 days to disclose
Good buy·+$1.9K+24.0%
+20.2% vs S&P 500●Filed Sep 17, 2025·traded Aug 18, 2025
↑bought
S
(SPGI)(SPGI)$1K-$15K30 days to disclose
Bad buy·−$2K-25.1%
−23.8% vs S&P 500●Filed Sep 17, 2025·traded Aug 18, 2025
↓sold
RTX Corporation Common Stock (RTX)(RTX)$1K-$15K
30 days to disclose
Flat·+0.0%
+17.1% vs S&P 500●Filed Sep 17, 2025·traded Aug 18, 2025
↑bought
(ROST)(ROST)$1K-$15K
30 days to disclose
Good buy·+$4.4K+54.9%
+51.0% vs S&P 500●Filed Sep 17, 2025·traded Aug 18, 2025
↑bought
Prologis, Inc. Common Stock (PLD)(PLD)$1K-$15K
30 days to disclose
⚑ Real Estate · Forestry and HorticultureGood buy·+$3.1K+39.4%
+30.2% vs S&P 500●Filed Sep 17, 2025·traded Aug 18, 2025
↑bought
ONEOK, Inc. Common Stock (OKE)(OKE)$1K-$15K
30 days to disclose
Good buy·+$1.7K+21.7%
−14.3% vs S&P 500●Filed Sep 17, 2025·traded Aug 18, 2025
↑bought
Stock (XOM)(XOM)$1K-$15K
30 days to disclose
Good buy·+$3.2K+40.0%
+4.0% vs S&P 500●Filed Sep 17, 2025·traded Aug 18, 2025
↑bought
ConocoPhillips Common Stock (COP)(COP)$1K-$15K
30 days to disclose
Good buy·+$2.1K+26.8%
−9.2% vs S&P 500●Filed Sep 17, 2025·traded Aug 18, 2025
↑boughtBrown & Brown, Inc. Common Stock (BRO)(BRO)$1K-$15K
30 days to disclose
Bad buy·−$3.3K-41.0%
−39.7% vs S&P 500●Filed Sep 17, 2025·traded Aug 18, 2025
↑bought
Advanced Micro Devices, Inc. (AMD)(AMD)$1K-$15K
30 days to disclose
Good buy·+$15.4K+192.1%
+153.0% vs S&P 500●Filed May 16, 2025·traded Apr 11, 2025
↓sold
Common Stock (VZ)(VZ)$1K-$15K
35 days to disclose
Flat·+0.0%
+26.6% vs S&P 500●Filed May 16, 2025·traded Apr 11, 2025
↓sold
Tesla, Inc. - Common Stock (TSLA)(TSLA)$1K-$15K
35 days to disclose
Flat·+0.0%
+25.9% vs S&P 500●Filed May 16, 2025·traded Apr 11, 2025
↓sold(GOOGL)(GOOGL)$1K-$15K
35 days to disclose
Flat·+0.0%
+86.7% vs S&P 500●Filed May 16, 2025·traded Apr 11, 2025
↓sold
Apple Inc. - Common Stock (AAPL)(AAPL)$1K-$15K
35 days to disclose
Flat·+0.0%
+86.7% vs S&P 500●Filed May 16, 2025·traded Apr 11, 2025
↑bought
AT&T Inc. (T)(T)$15K-$50K
35 days to disclose
Bad buy·−$2.9K-9.0%
−35.6% vs S&P 500●Filed May 16, 2025·traded Apr 11, 2025
↓soldBlackRock, Inc. Common Stock (BLK)(BLK)$1K-$15K
35 days to disclose
Flat·+0.0%
+11.1% vs S&P 500●Filed May 16, 2025·traded Apr 11, 2025
↓sold
B
Stock (BKNG)(BKNG)$1K-$15K35 days to disclose
Flat·+0.0%
+86.7% vs S&P 500●Filed May 16, 2025·traded Apr 11, 2025
↓sold(AVGO)(AVGO)$1K-$15K
35 days to disclose
Flat·+0.0%
+86.7% vs S&P 500●Filed May 16, 2025·traded Apr 11, 2025
↓sold
Danaher Corporation Common Stock (DHR)(DHR)$1K-$15K
35 days to disclose
Flat·+0.0%
+8.5% vs S&P 500●Filed May 16, 2025·traded Apr 11, 2025
↓sold
Deere & Company Common Stock (DE)(DE)$1K-$15K
35 days to disclose
Flat·+0.0%
+38.7% vs S&P 500●Filed May 16, 2025·traded Apr 11, 2025
↓sold
D
Stock (DG)(DG)$1K-$15K35 days to disclose
Flat·+0.0%
+25.9% vs S&P 500●Filed May 16, 2025·traded Apr 11, 2025
↓sold
Elevance Health, Inc. Common Stock (ELV)(ELV)$1K-$15K
35 days to disclose
Flat·+0.0%
+8.5% vs S&P 500●Filed May 16, 2025·traded Apr 11, 2025
↓sold
Eli Lilly and Company Common Stock (LLY)(LLY)$1K-$15K
35 days to disclose
⚑ Pharmaceutical · Conservation, Research, and BiotechnologyFlat·+0.0%
+8.5% vs S&P 500●Filed May 16, 2025·traded Apr 11, 2025
↓sold
E
Beneficial Interest (EQR)(EQR)$1K-$15K35 days to disclose
⚑ Real Estate · Forestry and HorticultureFlat·+0.0%
+14.9% vs S&P 500●Filed May 16, 2025·traded Apr 11, 2025
↓sold
W
(WTRG)(WTRG)$1K-$15K35 days to disclose
Flat·+0.0%
+18.2% vs S&P 500●Filed May 16, 2025·traded Apr 11, 2025
↓sold
E
Evergy, Inc. (EVRG)(EVRG)$1K-$15K35 days to disclose
Flat·+0.0%
+18.2% vs S&P 500●Filed May 16, 2025·traded Apr 11, 2025
↓sold
F
Fortinet, Inc. - Common Stock (FTNT)(FTNT)$1K-$15K35 days to disclose
Flat·+0.0%
+86.7% vs S&P 500●Filed May 16, 2025·traded Apr 11, 2025
↓sold
Honeywell International Inc. (HON)(HON)$1K-$15K
35 days to disclose
Flat·+0.0%
+38.7% vs S&P 500●Filed May 16, 2025·traded Apr 11, 2025
↓sold
Intuit Inc. - Common Stock (INTU)(INTU)$1K-$15K
35 days to disclose
Flat·+0.0%
+86.7% vs S&P 500●Filed May 16, 2025·traded Apr 11, 2025
↓sold
M
Stock (MGA)(MGA)$1K-$15K35 days to disclose
Flat·+0.0%
+40.6% vs S&P 500●Filed May 16, 2025·traded Apr 11, 2025
↓sold
M
Common Stock (MPC)(MPC)$1K-$15K35 days to disclose
Flat·+0.0%
+46.7% vs S&P 500●Filed May 16, 2025·traded Apr 11, 2025
↓sold
Netflix, Inc. - Common Stock (NFLX)(NFLX)$1K-$15K
35 days to disclose
Flat·+0.0%
+26.6% vs S&P 500●Filed May 16, 2025·traded Apr 11, 2025
↓sold
N
NiSource Inc Common Stock (NI)(NI)$1K-$15K35 days to disclose
Flat·+0.0%
+18.2% vs S&P 500●Filed May 16, 2025·traded Apr 11, 2025
↓sold
(NVDA)(NVDA)$1K-$15K
35 days to disclose
Flat·+0.0%
+86.7% vs S&P 500●Filed May 16, 2025·traded Apr 11, 2025
↓sold
Stock (PYPL)(PYPL)$1K-$15K
35 days to disclose
Flat·+0.0%
+11.1% vs S&P 500●Filed May 16, 2025·traded Apr 11, 2025
↑bought
Pepsico, Inc. (PEP)(PEP)$15K-$30K
35 days to disclose
⚑ Consumer Defensive · Committee on AgricultureGood buy·+$1.8K+8.0%
+3.9% vs S&P 500●Filed May 16, 2025·traded Apr 11, 2025
↓soldRTX Corporation Common Stock (RTX)(RTX)$1K-$15K
35 days to disclose
Flat·+0.0%
+53.9% vs S&P 500●Filed May 16, 2025·traded Apr 11, 2025
↓sold
Salesforce, Inc. Common Stock (CRM)(CRM)$1K-$15K
35 days to disclose
Flat·+0.0%
+86.7% vs S&P 500●Filed May 16, 2025·traded Apr 11, 2025
↓sold
ServiceNow, Inc. Common Stock (NOW)(NOW)$1K-$15K
35 days to disclose
Flat·+0.0%
+86.7% vs S&P 500●Filed May 16, 2025·traded Apr 11, 2025
↓soldStock (SBUX)(SBUX)$1K-$15K
35 days to disclose
Flat·+0.0%
+25.9% vs S&P 500●Filed May 16, 2025·traded Apr 11, 2025
↓sold
H
Stock (HSY)(HSY)$1K-$15K35 days to disclose
⚑ Consumer Defensive · Committee on AgricultureFlat·+0.0%
+4.1% vs S&P 500●Filed May 16, 2025·traded Apr 11, 2025
↓sold
Stock (TMO)(TMO)$1K-$15K
35 days to disclose
Flat·+0.0%
+8.5% vs S&P 500●Filed May 16, 2025·traded Apr 11, 2025
↓soldStock (TFC)(TFC)$1K-$15K
35 days to disclose
Flat·+0.0%
+11.1% vs S&P 500●Filed May 16, 2025·traded Apr 11, 2025
↓sold
U
Stock (UNP)(UNP)$1K-$15K35 days to disclose
Flat·+0.0%
+38.7% vs S&P 500●Filed May 16, 2025·traded Apr 11, 2025
↓sold
Common Stock (UNH)(UNH)$1K-$15K
35 days to disclose
Flat·+0.0%
+8.5% vs S&P 500●Filed May 16, 2025·traded Apr 11, 2025
↓sold
V
V.F. Corporation Common Stock (VFC)(VFC)$1K-$15K35 days to disclose
Flat·+0.0%
+25.9% vs S&P 500●Filed May 16, 2025·traded Apr 11, 2025
↑bought
Visa Inc. (V)(V)$15K-$50K
35 days to disclose
Bad buy·−$1.5K-4.7%
−15.8% vs S&P 500●Filed May 16, 2025·traded Apr 11, 2025
↓sold
Accenture plc Class A Ordinary Shares (ACN)(ACN)$1K-$15K
35 days to disclose
Flat·+0.0%
+86.7% vs S&P 500●Filed May 16, 2025·traded Apr 11, 2025
↓sold
Adobe Inc. - Common Stock (ADBE)(ADBE)$1K-$15K
35 days to disclose
Flat·+0.0%
+86.7% vs S&P 500●Filed May 16, 2025·traded Apr 11, 2025
↓sold
(AMZN)(AMZN)$1K-$15K
(AMZN)(AMZN)$1K-$15K35 days to disclose
Flat·+0.0%
+86.7% vs S&P 500●Filed May 16, 2025·traded Apr 11, 2025
↓sold
Analog Devices, Inc. - Common Stock (ADI)(ADI)$1K-$15K
35 days to disclose
Flat·+0.0%
+86.7% vs S&P 500●Filed May 16, 2025·traded Apr 11, 2025
↓sold
F
Fiserv, Inc. Common Stock (FI)(FI)$1K-$15K35 days to discloseprice pending
●Filed May 16, 2025·traded Apr 11, 2025
↓sold
Common Stock (MDLZ)(MDLZ)$1K-$15K
35 days to disclose
⚑ Consumer Defensive · Committee on AgricultureFlat·+0.0%
+4.1% vs S&P 500●Filed May 16, 2025·traded Apr 11, 2025
↓sold
Stock (LOW)(LOW)$1K-$15K
35 days to disclose
Flat·+0.0%
+25.9% vs S&P 500●Filed May 16, 2025·traded Apr 11, 2025
↓sold
M
Moody's Corporation Common Stock (MCO)(MCO)$1K-$15K35 days to disclose
Flat·+0.0%
+11.1% vs S&P 500●Filed May 16, 2025·traded Apr 11, 2025
↓sold
Stock (MSFT)(MSFT)$1K-$15K
35 days to disclose
Flat·+0.0%
+86.7% vs S&P 500●Filed May 16, 2025·traded Apr 11, 2025
↓sold
Estee Lauder Companies, Inc. (EL)(EL)$1K-$15K
35 days to disclose
⚑ Consumer Defensive · Committee on AgricultureFlat·+0.0%
+4.1% vs S&P 500●Filed May 16, 2025·traded Apr 11, 2025
↓sold
L
Linde plc - Ordinary Shares (LIN)(LIN)$1K-$15K35 days to disclose
⚑ Basic Materials · Forestry and HorticultureFlat·+0.0%
+27.7% vs S&P 500●Filed Apr 25, 2024·traded Apr 10, 2024
↓sold
B
Stock (BKNG)(BKNG)$1K-$15K15 days to disclose
Missed gain·−$2.1K-25.7%
+13.2% vs S&P 500●Filed Apr 25, 2024·traded Apr 10, 2024
↑boughtAccenture plc Class A Ordinary Shares (ACN)(ACN)$1K-$15K
15 days to disclose
Bad buy·−$3.6K-45.2%
−84.0% vs S&P 500●Filed Apr 25, 2024·traded Apr 10, 2024
↑boughtAnalog Devices, Inc. - Common Stock (ADI)(ADI)$1K-$15K
15 days to disclose
Good buy·+$8.3K+103.5%
+64.7% vs S&P 500●Filed Apr 25, 2024·traded Apr 10, 2024
↓soldEli Lilly and Company Common Stock (LLY)(LLY)$1K-$15K
15 days to disclose
⚑ Pharmaceutical · Conservation, Research, and BiotechnologyMissed gain·−$1.3K-16.0%
+22.9% vs S&P 500●Filed Apr 25, 2024·traded Apr 10, 2024
↓sold(NVDA)(NVDA)$1K-$15K
15 days to disclose
Missed gain·−$11.1K-139.3%
−100.4% vs S&P 500●Filed Apr 25, 2024·traded Apr 10, 2024
↑bought
N
NiSource Inc Common Stock (NI)(NI)$1K-$15K15 days to disclose
Good buy·+$6.1K+75.8%
+36.9% vs S&P 500●Filed Apr 25, 2024·traded Apr 10, 2024
↑bought
Nike, Inc. Common Stock (NKE)(NKE)$1K-$15K
15 days to disclose
Bad buy·−$4K-49.8%
−88.7% vs S&P 500●Filed Apr 25, 2024·traded Apr 10, 2024
↓soldNetflix, Inc. - Common Stock (NFLX)(NFLX)$1K-$15K
15 days to disclose
Missed gain·−$4K-49.4%
−10.6% vs S&P 500●Filed Apr 25, 2024·traded Apr 10, 2024
↓sold
M
Common Stock (MPC)(MPC)$1K-$15K15 days to disclose
Missed gain·−$489-6.1%
+32.7% vs S&P 500●Filed Apr 25, 2024·traded Apr 10, 2024
↓soldIntuit Inc. - Common Stock (INTU)(INTU)$1K-$15K
15 days to disclose
Smart sell·+$3K+37.0%
+75.9% vs S&P 500●Filed Apr 25, 2024·traded Apr 10, 2024
↑boughtHoneywell International Inc. (HON)(HON)$1K-$15K
15 days to disclose
Good buy·+$1.2K+15.6%
−23.3% vs S&P 500●Filed Apr 25, 2024·traded Apr 10, 2024
↑bought
F
(FTNT)(FTNT)$1K-$15K15 days to disclose
Good buy·+$1.9K+23.8%
−15.1% vs S&P 500●Filed Apr 25, 2024·traded Apr 10, 2024
↑bought
F
FMC Corporation Common Stock (FMC)(FMC)$1K-$15K15 days to disclose
⚑ Agriculture · Forestry and HorticultureBad buy·−$6.1K-76.1%
−115.0% vs S&P 500●Filed Apr 25, 2024·traded Apr 10, 2024
↑boughtEstee Lauder Companies, Inc. (EL)(EL)$1K-$15K
15 days to disclose
⚑ Consumer Defensive · Committee on AgricultureBad buy·−$3.7K-46.3%
−85.1% vs S&P 500●Filed Apr 25, 2024·traded Apr 10, 2024
↑boughtElevance Health, Inc. Common Stock (ELV)(ELV)$1K-$15K
15 days to disclose
Bad buy·−$2.6K-32.1%
−71.0% vs S&P 500●Filed Apr 25, 2024·traded Apr 10, 2024
↑bought
D
Stock (DG)(DG)$1K-$15K15 days to disclose
Bad buy·−$1.8K-21.9%
−60.8% vs S&P 500●Filed Apr 25, 2024·traded Apr 10, 2024
↑boughtDeere & Company Common Stock (DE)(DE)$1K-$15K
15 days to disclose
Good buy·+$2.9K+36.6%
−2.3% vs S&P 500●Filed Apr 25, 2024·traded Apr 10, 2024
↑boughtDanaher Corporation Common Stock (DHR)(DHR)$1K-$15K
15 days to disclose
Bad buy·−$2.2K-27.9%
−66.8% vs S&P 500| Filed | Trade date | Type | Stock | Smart move? | Size |
|---|---|---|---|---|---|
| Jan 15, 2026 | Dec 31, 2025 15 days to disclose | ↑bought | Palo Alto Networks, Inc. (PANW) Edward Jones IRA | Good buy·+$4.8K+59.7% +31.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Jan 15, 2026 | Dec 31, 2025 15 days to disclose | ↑bought | B BRCommon Stock (BR) Edward Jones IRA | Bad buy·−$2.5K-31.0% −43.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Jan 15, 2026 | Dec 31, 2025 15 days to disclose | ↑bought | S SNPS(SNPS) Edward Jones IRA | Good buy·+$489+6.1% −22.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Jan 15, 2026 | Dec 31, 2025 15 days to disclose | ↑bought | Common Stock (RCL) Edward Jones IRA | Good buy·+$177+2.2% +2.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Jan 15, 2026 | Dec 11, 2025 35 days to disclose | ↓sold | Brown & Brown, Inc. Common Stock (BRO) Edward Jones IRA | Flat·+0.0% −5.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Jan 15, 2026 | Dec 11, 2025 35 days to disclose | ↑bought | Charles Schwab Corporation (SCHW) | Bad buy·−$404-5.0% +0.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Jan 15, 2026 | Dec 11, 2025 35 days to disclose | ↓sold | Stock (SBUX) Edward Jones IRA | Flat·+0.0% −0.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Jan 15, 2026 | Dec 11, 2025 35 days to disclose | ↓sold | (AVGO) Edward Jones IRA | Flat·+0.0% +25.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Jan 15, 2026 | Dec 11, 2025 35 days to disclose | ↓sold | Stock (GOOGL) Edward Jones IRA | Flat·+0.0% +25.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Jan 15, 2026 | Dec 11, 2025 35 days to disclose | ↓sold | (ULTA) Edward Jones IRA | Flat·+0.0% +8.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Jan 15, 2026 | Dec 11, 2025 35 days to disclose | ↑bought | Blackstone Inc. Common Stock (BX) Edward Jones Brokerage | Bad buy·−$1.9K-24.0% −18.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Jan 15, 2026 | Dec 11, 2025 35 days to disclose | ↓sold | D DGStock (DG) Edward Jones IRA | Flat·+0.0% −0.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Jan 15, 2026 | Dec 11, 2025 35 days to disclose | ↓sold | Stock (TFC) Edward Jones IRA | Flat·+0.0% −5.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Jan 15, 2026 | Dec 11, 2025 35 days to disclose | ↓sold | T-Mobile US, Inc. (TMUS) Edward Jones IRA | Flat·+0.0% −1.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Jan 15, 2026 | Dec 11, 2025 35 days to disclose | ↑bought | T TXTTextron Inc. Common Stock (TXT) Edward Jones IRA | Good buy·+$481+6.0% −2.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Jan 15, 2026 | Dec 11, 2025 35 days to disclose | ↑bought | N NXPIStock (NXPI) Edward Jones Brokerage | Good buy·+$2.5K+30.9% +5.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Jan 15, 2026 | Dec 11, 2025 35 days to disclose | ↓sold | M MGAStock (MGA) Edward Jones IRA | Flat·+0.0% +8.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Jan 15, 2026 | Dec 11, 2025 35 days to disclose | ↑bought | Stock (LULU) Edward Jones Brokerage | Bad buy·−$2.3K-28.2% −27.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Sep 17, 2025 | Aug 18, 2025 30 days to disclose | ↑bought | AMETEK, Inc. (AME) Edward Jones IRA | Good buy·+$2.4K+30.0% +14.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Sep 17, 2025 | Aug 18, 2025 30 days to disclose | ↑bought | General Mills, Inc. Common Stock (GIS) Edward Jones IRA ⚑ Consumer Defensive · Committee on Agriculture | Bad buy·−$2.3K-28.9% −31.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Sep 17, 2025 | Aug 18, 2025 30 days to disclose | ↑bought | A AMATStock (AMAT) Edward Jones IRA | Good buy·+$15.7K+195.6% +156.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Sep 17, 2025 | Aug 18, 2025 30 days to disclose | ↓sold | BlackRock, Inc. Common Stock (BLK) Edward Jones IRA | Flat·+0.0% −1.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Sep 17, 2025 | Aug 18, 2025 30 days to disclose | ↑bought | Common Stock (ADP) Edward Jones IRA | Bad buy·−$2K-24.6% −63.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Sep 17, 2025 | Aug 18, 2025 30 days to disclose | ↑bought | Stock (UPS) Edward Jones IRA | Good buy·+$1.1K+13.8% −1.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Sep 17, 2025 | Aug 18, 2025 30 days to disclose | ↑bought | Target Corporation Common Stock (TGT) | Good buy·+$1.9K+24.0% +20.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Sep 17, 2025 | Aug 18, 2025 30 days to disclose | ↑bought | S SPGI(SPGI) Edward Jones IRA | Bad buy·−$2K-25.1% −23.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Sep 17, 2025 | Aug 18, 2025 30 days to disclose | ↓sold | RTX Corporation Common Stock (RTX) Edward Jones IRA | Flat·+0.0% +17.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Sep 17, 2025 | Aug 18, 2025 30 days to disclose | ↑bought | (ROST) Edward Jones IRA | Good buy·+$4.4K+54.9% +51.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Sep 17, 2025 | Aug 18, 2025 30 days to disclose | ↑bought | Prologis, Inc. Common Stock (PLD) Edward Jones IRA ⚑ Real Estate · Forestry and Horticulture | Good buy·+$3.1K+39.4% +30.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Sep 17, 2025 | Aug 18, 2025 30 days to disclose | ↑bought | ONEOK, Inc. Common Stock (OKE) Edward Jones IRA | Good buy·+$1.7K+21.7% −14.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Sep 17, 2025 | Aug 18, 2025 30 days to disclose | ↑bought | Stock (XOM) Edward Jones IRA | Good buy·+$3.2K+40.0% +4.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Sep 17, 2025 | Aug 18, 2025 30 days to disclose | ↑bought | ConocoPhillips Common Stock (COP) Edward Jones IRA | Good buy·+$2.1K+26.8% −9.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Sep 17, 2025 | Aug 18, 2025 30 days to disclose | ↑bought | Brown & Brown, Inc. Common Stock (BRO) | Bad buy·−$3.3K-41.0% −39.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Sep 17, 2025 | Aug 18, 2025 30 days to disclose | ↑bought | Advanced Micro Devices, Inc. (AMD) Edward Jones IRA | Good buy·+$15.4K+192.1% +153.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| May 16, 2025 | Apr 11, 2025 35 days to disclose | ↓sold | Common Stock (VZ) Edward Jones IRA | Flat·+0.0% +26.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| May 16, 2025 | Apr 11, 2025 35 days to disclose | ↓sold | Tesla, Inc. - Common Stock (TSLA) Edward Jones IRA | Flat·+0.0% +25.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| May 16, 2025 | Apr 11, 2025 35 days to disclose | ↓sold | (GOOGL) Edward Jones IRA | Flat·+0.0% +86.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| May 16, 2025 | Apr 11, 2025 35 days to disclose | ↓sold | Apple Inc. - Common Stock (AAPL) Edward Jones IRA | Flat·+0.0% +86.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| May 16, 2025 | Apr 11, 2025 35 days to disclose | ↑bought | AT&T Inc. (T) Edward Jones IRA | Bad buy·−$2.9K-9.0% −35.6% vs S&P 500 | $15K-$50K $15,001 - $50,000 3.8% of book |
| May 16, 2025 | Apr 11, 2025 35 days to disclose | ↓sold | BlackRock, Inc. Common Stock (BLK) Edward Jones IRA | Flat·+0.0% +11.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| May 16, 2025 | Apr 11, 2025 35 days to disclose | ↓sold | B BKNGStock (BKNG) Edward Jones IRA | Flat·+0.0% +86.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| May 16, 2025 | Apr 11, 2025 35 days to disclose | ↓sold | (AVGO) Edward Jones IRA | Flat·+0.0% +86.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| May 16, 2025 | Apr 11, 2025 35 days to disclose | ↓sold | Danaher Corporation Common Stock (DHR) Edward Jones IRA | Flat·+0.0% +8.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| May 16, 2025 | Apr 11, 2025 35 days to disclose | ↓sold | Deere & Company Common Stock (DE) Edward Jones IRA | Flat·+0.0% +38.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| May 16, 2025 | Apr 11, 2025 35 days to disclose | ↓sold | D DGStock (DG) Edward Jones IRA | Flat·+0.0% +25.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| May 16, 2025 | Apr 11, 2025 35 days to disclose | ↓sold | Elevance Health, Inc. Common Stock (ELV) Edward Jones IRA | Flat·+0.0% +8.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| May 16, 2025 | Apr 11, 2025 35 days to disclose | ↓sold | Eli Lilly and Company Common Stock (LLY) Edward Jones IRA ⚑ Pharmaceutical · Conservation, Research, and Biotechnology | Flat·+0.0% +8.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| May 16, 2025 | Apr 11, 2025 35 days to disclose | ↓sold | E EQRBeneficial Interest (EQR) Edward Jones IRA ⚑ Real Estate · Forestry and Horticulture | Flat·+0.0% +14.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| May 16, 2025 | Apr 11, 2025 35 days to disclose | ↓sold | W WTRG(WTRG) Edward Jones IRA | Flat·+0.0% +18.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| May 16, 2025 | Apr 11, 2025 35 days to disclose | ↓sold | E EVRGEvergy, Inc. (EVRG) Edward Jones IRA | Flat·+0.0% +18.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| May 16, 2025 | Apr 11, 2025 35 days to disclose | ↓sold | F FTNTFortinet, Inc. - Common Stock (FTNT) Edward Jones IRA | Flat·+0.0% +86.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| May 16, 2025 | Apr 11, 2025 35 days to disclose | ↓sold | Honeywell International Inc. (HON) | Flat·+0.0% +38.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| May 16, 2025 | Apr 11, 2025 35 days to disclose | ↓sold | Intuit Inc. - Common Stock (INTU) Edward Jones IRA | Flat·+0.0% +86.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| May 16, 2025 | Apr 11, 2025 35 days to disclose | ↓sold | M MGAStock (MGA) Edward Jones IRA | Flat·+0.0% +40.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| May 16, 2025 | Apr 11, 2025 35 days to disclose | ↓sold | M MPCCommon Stock (MPC) Edward Jones IRA | Flat·+0.0% +46.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| May 16, 2025 | Apr 11, 2025 35 days to disclose | ↓sold | Netflix, Inc. - Common Stock (NFLX) Edward Jones IRA | Flat·+0.0% +26.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| May 16, 2025 | Apr 11, 2025 35 days to disclose | ↓sold | N NINiSource Inc Common Stock (NI) Edward Jones IRA | Flat·+0.0% +18.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| May 16, 2025 | Apr 11, 2025 35 days to disclose | ↓sold | (NVDA) Edward Jones IRA | Flat·+0.0% +86.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| May 16, 2025 | Apr 11, 2025 35 days to disclose | ↓sold | Stock (PYPL) Edward Jones IRA | Flat·+0.0% +11.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| May 16, 2025 | Apr 11, 2025 35 days to disclose | ↑bought | Pepsico, Inc. (PEP) Edward Jones IRA ⚑ Consumer Defensive · Committee on Agriculture | Good buy·+$1.8K+8.0% +3.9% vs S&P 500 | $15K-$30K $15,001 2.6% of book |
| May 16, 2025 | Apr 11, 2025 35 days to disclose | ↓sold | RTX Corporation Common Stock (RTX) Edward Jones IRA | Flat·+0.0% +53.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| May 16, 2025 | Apr 11, 2025 35 days to disclose | ↓sold | Salesforce, Inc. Common Stock (CRM) Edward Jones IRA | Flat·+0.0% +86.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| May 16, 2025 | Apr 11, 2025 35 days to disclose | ↓sold | ServiceNow, Inc. Common Stock (NOW) Edward Jones IRA | Flat·+0.0% +86.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| May 16, 2025 | Apr 11, 2025 35 days to disclose | ↓sold | Stock (SBUX) Edward Jones IRA | Flat·+0.0% +25.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| May 16, 2025 | Apr 11, 2025 35 days to disclose | ↓sold | H HSYStock (HSY) Edward Jones IRA ⚑ Consumer Defensive · Committee on Agriculture | Flat·+0.0% +4.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| May 16, 2025 | Apr 11, 2025 35 days to disclose | ↓sold | Stock (TMO) Edward Jones IRA | Flat·+0.0% +8.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| May 16, 2025 | Apr 11, 2025 35 days to disclose | ↓sold | Stock (TFC) Edward Jones IRA | Flat·+0.0% +11.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| May 16, 2025 | Apr 11, 2025 35 days to disclose | ↓sold | U UNPStock (UNP) Edward Jones IRA | Flat·+0.0% +38.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| May 16, 2025 | Apr 11, 2025 35 days to disclose | ↓sold | Common Stock (UNH) Edward Jones IRA | Flat·+0.0% +8.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| May 16, 2025 | Apr 11, 2025 35 days to disclose | ↓sold | V VFCV.F. Corporation Common Stock (VFC) Edward Jones IRA | Flat·+0.0% +25.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| May 16, 2025 | Apr 11, 2025 35 days to disclose | ↑bought | Visa Inc. (V) Edward Jones IRA | Bad buy·−$1.5K-4.7% −15.8% vs S&P 500 | $15K-$50K $15,001 - $50,000 3.8% of book |
| May 16, 2025 | Apr 11, 2025 35 days to disclose | ↓sold | Accenture plc Class A Ordinary Shares (ACN) Edward Jones IRA | Flat·+0.0% +86.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| May 16, 2025 | Apr 11, 2025 35 days to disclose | ↓sold | Adobe Inc. - Common Stock (ADBE) Edward Jones IRA | Flat·+0.0% +86.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| May 16, 2025 | Apr 11, 2025 35 days to disclose | ↓sold | AMZN (AMZN) Edward Jones IRA | Flat·+0.0% +86.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| May 16, 2025 | Apr 11, 2025 35 days to disclose | ↓sold | Analog Devices, Inc. - Common Stock (ADI) | Flat·+0.0% +86.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| May 16, 2025 | Apr 11, 2025 35 days to disclose | ↓sold | F FIFiserv, Inc. Common Stock (FI) Edward Jones IRA | price pending | $1K-$15K $1,001 - $15,000 0.9% of book |
| May 16, 2025 | Apr 11, 2025 35 days to disclose | ↓sold | Common Stock (MDLZ) Edward Jones IRA ⚑ Consumer Defensive · Committee on Agriculture | Flat·+0.0% +4.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| May 16, 2025 | Apr 11, 2025 35 days to disclose | ↓sold | Stock (LOW) Edward Jones IRA | Flat·+0.0% +25.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| May 16, 2025 | Apr 11, 2025 35 days to disclose | ↓sold | M MCOMoody's Corporation Common Stock (MCO) Edward Jones IRA | Flat·+0.0% +11.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| May 16, 2025 | Apr 11, 2025 35 days to disclose | ↓sold | Stock (MSFT) Edward Jones IRA | Flat·+0.0% +86.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| May 16, 2025 | Apr 11, 2025 35 days to disclose | ↓sold | Estee Lauder Companies, Inc. (EL) Edward Jones IRA ⚑ Consumer Defensive · Committee on Agriculture | Flat·+0.0% +4.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| May 16, 2025 | Apr 11, 2025 35 days to disclose | ↓sold | L LINLinde plc - Ordinary Shares (LIN) Edward Jones IRA ⚑ Basic Materials · Forestry and Horticulture | Flat·+0.0% +27.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Apr 25, 2024 | Apr 10, 2024 15 days to disclose | ↓sold | B BKNGStock (BKNG) Edward Jones IRA | Missed gain·−$2.1K-25.7% +13.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Apr 25, 2024 | Apr 10, 2024 15 days to disclose | ↑bought | Accenture plc Class A Ordinary Shares (ACN) Edward Jones IRA | Bad buy·−$3.6K-45.2% −84.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Apr 25, 2024 | Apr 10, 2024 15 days to disclose | ↑bought | Analog Devices, Inc. - Common Stock (ADI) Edward Jones IRA | Good buy·+$8.3K+103.5% +64.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Apr 25, 2024 | Apr 10, 2024 15 days to disclose | ↓sold | Eli Lilly and Company Common Stock (LLY) Edward Jones IRA ⚑ Pharmaceutical · Conservation, Research, and Biotechnology | Missed gain·−$1.3K-16.0% +22.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Apr 25, 2024 | Apr 10, 2024 15 days to disclose | ↓sold | (NVDA) Edward Jones IRA | Missed gain·−$11.1K-139.3% −100.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Apr 25, 2024 | Apr 10, 2024 15 days to disclose | ↑bought | N NINiSource Inc Common Stock (NI) Edward Jones IRA | Good buy·+$6.1K+75.8% +36.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Apr 25, 2024 | Apr 10, 2024 15 days to disclose | ↑bought | Nike, Inc. Common Stock (NKE) Edward Jones IRA | Bad buy·−$4K-49.8% −88.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Apr 25, 2024 | Apr 10, 2024 15 days to disclose | ↓sold | Netflix, Inc. - Common Stock (NFLX) Edward Jones IRA | Missed gain·−$4K-49.4% −10.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Apr 25, 2024 | Apr 10, 2024 15 days to disclose | ↓sold | M MPCCommon Stock (MPC) Edward Jones IRA | Missed gain·−$489-6.1% +32.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Apr 25, 2024 | Apr 10, 2024 15 days to disclose | ↓sold | Intuit Inc. - Common Stock (INTU) Edward Jones IRA | Smart sell·+$3K+37.0% +75.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Apr 25, 2024 | Apr 10, 2024 15 days to disclose | ↑bought | Honeywell International Inc. (HON) | Good buy·+$1.2K+15.6% −23.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Apr 25, 2024 | Apr 10, 2024 15 days to disclose | ↑bought | F FTNT(FTNT) Edward Jones IRA | Good buy·+$1.9K+23.8% −15.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Apr 25, 2024 | Apr 10, 2024 15 days to disclose | ↑bought | F FMCFMC Corporation Common Stock (FMC) Edward Jones IRA ⚑ Agriculture · Forestry and Horticulture | Bad buy·−$6.1K-76.1% −115.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Apr 25, 2024 | Apr 10, 2024 15 days to disclose | ↑bought | Estee Lauder Companies, Inc. (EL) Edward Jones IRA ⚑ Consumer Defensive · Committee on Agriculture | Bad buy·−$3.7K-46.3% −85.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Apr 25, 2024 | Apr 10, 2024 15 days to disclose | ↑bought | Elevance Health, Inc. Common Stock (ELV) Edward Jones IRA | Bad buy·−$2.6K-32.1% −71.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Apr 25, 2024 | Apr 10, 2024 15 days to disclose | ↑bought | D DGStock (DG) Edward Jones IRA | Bad buy·−$1.8K-21.9% −60.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Apr 25, 2024 | Apr 10, 2024 15 days to disclose | ↑bought | Deere & Company Common Stock (DE) Edward Jones IRA | Good buy·+$2.9K+36.6% −2.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
| Apr 25, 2024 | Apr 10, 2024 15 days to disclose | ↑bought | Danaher Corporation Common Stock (DHR) Edward Jones IRA | Bad buy·−$2.2K-27.9% −66.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.9% of book |
Their record vs the S&P 500
99 priced trades compared to a same-direction S&P 500 benchmark.
Politician portfolio+$20.7K
S&P 500 benchmark−$92.6K
Alpha+$113.4K
Gold line = cumulative dollar P&L · Dashed = S&P 500 over same window · Bars = monthly trade volume
Oversight committees · 8
Click any committee to see what it actually does, which sectors it regulates, and why each sector tag was attached. Sources cited.
Recent legislative activity · 40 bills
20 sponsored, 20 cosponsored in the 119th Congress. Color-coded by sector — yellow chips mark bills that overlap a sector this politician has actually traded in.
- Freedom of Association in Higher Education Act of 2025Referred to the House Committee on Education and Workforce.
- End Fentanyl Trafficking with Local Task Forces Act of 2026Referred to the House Committee on the Judiciary.
- Expressing support for law enforcement officers.Received in the Senate.
- United States Postal Service Shipping Equity ActReferred to the Committee on Oversight and Government Reform, and in addition to the Committee on the Judiciary, for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.
- To designate the facility of the Federal Aviation Administration located at Yakima Air Terminal in Yakima, Washington, as the "Roy A. Rutherford Air Traffic Control Tower".Referred to the House Committee on Transportation and Infrastructure.
- Forest Health and Wildfire Risk Reduction ActSubcommittee Hearings Held
- Protecting U.S. Farmland and Sensitive Sites From Foreign Adversaries ActReferred to the Committee on Financial Services, and in addition to the Committees on Foreign Affairs, and Energy and Commerce, for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.
- Expressing support for the designation of the week of May 3 through May 9, 2026, as "National Small Business Week" to celebrate the contributions of small businesses and entrepreneurs in every community in the United States.Referred to the House Committee on Small Business.
- 25th Anniversary of 9/11 Commemorative Coin ActReceived in the Senate.
- Expressing support for the designation of May 5, 2026, as the "National Day of Awareness for Missing and Murdered Indigenous Women and Girls".Referred to the Committee on Natural Resources, and in addition to the Committee on the Judiciary, for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.
- Resolution memorializing law enforcement officers killed in the line of duty.Motion to reconsider laid on the table Agreed to without objection.
- Recognizing April 2026 as "Distracted Driving Awareness Month" and promoting efforts to help prevent tragic and preventable crashes, deaths, and injuries caused by distracted driving.Referred to the House Committee on Transportation and Infrastructure.
- Recognizing linemen, the profession of linemen, the contributions of these brave men and women who protect public safety, and expressing support for the designation of April 18, 2026, as "National Lineman Appreciation Day".Referred to the House Committee on Energy and Commerce.
- Bonneville Power Leadership Recruitment ActReferred to the House Committee on Oversight and Government Reform.
- Safe Step ActReferred to the House Committee on Education and Workforce.
- SOAR Act of 2025Referred to the Committee on Energy and Commerce, and in addition to the Committee on Ways and Means, for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.
- CARE Act of 2025Referred to the Committee on Energy and Commerce, and in addition to the Committee on Ways and Means, for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.
- American Franchise ActReferred to the House Committee on Education and Workforce.
- Don Young Doug LaMalfa Indian Buffalo Management ActSubcommittee Hearings Held
- Expressing support for the designation of May 5, 2025, as the "National Day of Awareness for Missing and Murdered Indigenous Women and Girls".Referred to the Committee on Natural Resources, and in addition to the Committee on the Judiciary, for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.