U.S. Senator
Dan Sullivan
RSenateAlaska
U.S. Senator (R) for Alaska, 62 years old, formerly attorney.
Tenure
Senator since 2014
Born
Fairview Park, Cuyahoga County, Ohio, 1964
Prior career
- lawyer
- attorney
- united states marine corps
Education
- B.A. Harvard University (1987)
- J.D. Georgetown University (1993)
Full biography
SULLIVAN, Daniel Scott, a Senator from Alaska; born in Fairview Park, Cuyahoga County, Ohio, November 13, 1964; graduated Culver Military Academy, Culver, Ind., 1983; B.A., Harvard University, 1987; M.F.S. and J.D., Georgetown University, 1993; United States Marine Corps 1993-1997; United States Marine Corps Reserves 1997-present, attaining the rank of lieutenant colonel; lawyer; White House aide and director on the National Security Council staff during the George W. Bush administration; assistant U.S. secretary of state for economic, energy and business affairs 2006-2009; attorney general of Alaska 2009-2010; commissioner of Alaska Department of Natural Resources 2010-2013; elected as a Republican to the United States Senate in 2014; reelected in 2020 for the term ending January 3, 2027.
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
Senate rank
—
100
Total trades
$0
Volume YTD
233d
Avg hold
73
Conflicts
Public financial disclosure
Self-reported via the Senate EFD annual disclosure — values are disclosed as ranges, not exact dollars.
Disclosed net worth
⚑ 1 sector overlap$3.1M – $12.1M
Assets minus liabilities, summed across the 25+ disclosed positions.
- Liabilities
- $565K–$1.1M
- Form
- Annual Report
- Filed
- August 2025
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.
- RPMRPM International Inc. (NYSE)$1,000,001 - $5,000,000Basic MaterialsSenator on 4 committees including Committee on Armed Services holds Basic Materials-sector security; this committee has substantive jurisdiction over this sector.
Largest holdings
- 1.RPMRPM International Inc. (NYSE)⚑Basic Materials$1,000,001 - $5,000,000
- 2.FTXXXGS Investor Tax-Exempt Money Market Fund$250,001 - $500,000
- 3.Rental Property$250,001 - $500,000
- 4.VOOVanguard S&P 500 ETF$250,001 - $500,000
- 5.IWFiShares Russell 1000 Growth (NYSEArca)$250,001 - $500,000
- 6.Birch Lake Townsite$100,001 - $250,000
- 7.MALOXBlackRock Global Allocation Instl (NASDAQ)$100,001 - $250,000
- 8.WCMIXWCM Focused International Growth Fund Institutiona$100,001 - $250,000
- 9.EAGLEagle Capital Select Equity ETF$100,001 - $250,000
- 10.GTCSXGlenmede Small Capitalization Equity Portfolio A$100,001 - $250,000
- 11.AFTFXAmerican Funds TaxExempt Bond F1 (NASDAQ)$100,001 - $250,000
- 12.PVALPutnam Focused Large Cap Value ETF$100,001 - $250,000
- 13.NARAXVirtus Multi-Sector S/T Bd A (NASDAQ)$100,001 - $250,000
- 14.POLIXPolen Growth Fund Institutional Class$100,001 - $250,000
- 15.BlackRock Moderate Portfolio Option - A$100,001 - $250,000
- 16.Vanguard Index Funds Small Cap ETF- VB$100,001 - $250,000
- 17.VWIUXVanguard Intermediate-Term Tax-Exempt Fd Admiral$100,001 - $250,000
- 18.BMVPInvesco Bloomberg Mvp Multi-Factor ETF$100,001 - $250,000
- 19.GFAFXAmerican Funds Growth Fund of Amer F1 (NASDAQ)$100,001 - $250,000
- 20.BlackRock Growth Portfolio Option - A$50,001 - $100,000
- 21.CCALXConestoga Small Cap Fund Institutional Class$50,001 - $100,000
- 22.MANLXBlackRock National Municipal Instl (NASDAQ)$50,001 - $100,000
- 23.DFAPXDfa Investment Grade Portfolio$50,001 - $100,000
- 24.IJRiShares Core S&P Small-Cap ETF$50,001 - $100,000
- 25.BlackRock Moderate Portfolio Option - A$50,001 - $100,000
Track record by window
5 years
+$104.7K
+436.3%
Gross flow$1.6M
Trades143
Bought / Sold40·103
Open book28%
Public-record gap+399.0%
Disclosed trades · 100 of 142
All filings →●Filed Feb 9, 2024·traded Jan 24, 2024
↓sold
R
RPM International Inc. Common Stock(RPM)$15K-$50K16 days to discloseJoint
⚑ Basic Materials · Committee on Environment and Public WorksSmart sell·+$470+1.4%
+48.5% vs S&P 500●Filed Sep 22, 2023·traded Aug 22, 2023
↓sold
Costco Wholesale Corporation - Common Stock(COST)$1K-$15K
31 days to discloseJoint
Missed gain·−$7K-87.8%
−24.9% vs S&P 500●Filed Sep 22, 2023·traded Aug 22, 2023
↓sold
Alphabet Inc. - Class C Capital Stock(GOOG)$15K-$50K
31 days to discloseJoint
⚑ Technology · Committee on Commerce, Science, and TransportationFlat·+0.0%
+120.5% vs S&P 500●Filed Sep 22, 2023·traded Aug 22, 2023
↓sold
Apple Inc(AAPL)$15K-$50K
31 days to discloseJoint
⚑ Technology · Committee on Commerce, Science, and TransportationFlat·+0.0%
+120.5% vs S&P 500●Filed Sep 22, 2023·traded Aug 22, 2023
↓sold
Church & Dwight Company, Inc. Common Stock(CHD)$1K-$15K
31 days to discloseJoint
Missed gain·−$199-2.5%
+60.5% vs S&P 500●Filed Sep 22, 2023·traded Aug 22, 2023
↓sold
Chevron Corp(CVX)$1K-$15K
31 days to discloseJoint
⚑ Energy · Committee on Environment and Public WorksMissed gain·−$1.3K-16.5%
+46.5% vs S&P 500●Filed Sep 22, 2023·traded Aug 22, 2023
↓sold
Microsoft Corp(MSFT)$50K-$100K
31 days to discloseJoint
⚑ Technology · Committee on Commerce, Science, and TransportationFlat·+0.0%
+120.5% vs S&P 500●Filed Sep 22, 2023·traded Aug 22, 2023
↓sold
Amazon.com, Inc. - Common Stock(AMZN)$1K-$15K
Amazon.com, Inc. - Common Stock(AMZN)$1K-$15K31 days to discloseJoint
⚑ Technology · Committee on Commerce, Science, and TransportationMissed gain·−$7.7K-96.6%
−33.7% vs S&P 500●Filed Sep 22, 2023·traded Aug 22, 2023
↓sold
Z
Zoetis Inc Cl A(ZTS)$1K-$15K31 days to discloseJoint
⚑ Pharmaceutical · Committee on Commerce, Science, and TransportationSmart sell·+$2.9K+35.7%
+98.7% vs S&P 500●Filed Sep 22, 2023·traded Aug 22, 2023
↓sold
Ulta Beauty Inc(ULTA)$1K-$15K
31 days to discloseJoint
Missed gain·−$2.4K-29.7%
+33.2% vs S&P 500●Filed Sep 22, 2023·traded Aug 22, 2023
↓sold
Tractor Supply Company(TSCO)$1K-$15K
31 days to discloseJoint
⚑ Consumer Cyclical · Committee on Commerce, Science, and TransportationFlat·+0.0%
+45.0% vs S&P 500●Filed Sep 22, 2023·traded Aug 22, 2023
↓sold
TJX Companies(TJX)$15K-$50K
31 days to discloseJoint
⚑ Consumer Cyclical · Committee on Commerce, Science, and TransportationMissed gain·−$24.8K-76.2%
−13.3% vs S&P 500●Filed Sep 22, 2023·traded Aug 22, 2023
↓sold
Thermo Fisher Scientific Inc(TMO)$1K-$15K
31 days to discloseJoint
⚑ Healthcare · Committee on Commerce, Science, and TransportationSmart sell·+$870+10.9%
+73.8% vs S&P 500●Filed Sep 22, 2023·traded Aug 22, 2023
↓sold
Southwest Airlines Company(LUV)$1K-$15K
31 days to discloseJoint
⚑ Transportation · Committee on Commerce, Science, and TransportationMissed gain·−$2K-25.2%
+37.7% vs S&P 500●Filed Sep 22, 2023·traded Aug 22, 2023
↓sold
P
PPG Industries(PPG)$1K-$15K31 days to discloseJoint
⚑ Basic Materials · Committee on Environment and Public WorksSmart sell·+$1.7K+20.6%
+83.6% vs S&P 500●Filed Sep 22, 2023·traded Aug 22, 2023
↓sold
PNC Financial Services Group, Inc. (The) Common St(PNC)$1K-$15K
31 days to discloseJoint
Missed gain·−$6.8K-84.7%
−21.8% vs S&P 500●Filed Sep 22, 2023·traded Aug 22, 2023
↓sold
P
Pioneer Natural Resources Company(PXD)$1K-$15K31 days to discloseJointprice pending
⚑ Energy · Committee on Environment and Public Works●Filed Sep 22, 2023·traded Aug 22, 2023
↓sold
N
Northern Trust Corp(NTRS)$1K-$15K31 days to discloseJoint
Missed gain·−$9.7K-120.9%
−57.9% vs S&P 500●Filed Sep 22, 2023·traded Aug 22, 2023
↓sold
Mastercard Inc(MA)$1K-$15K
31 days to discloseJoint
Missed gain·−$2.1K-26.7%
+36.2% vs S&P 500●Filed Sep 22, 2023·traded Aug 22, 2023
↓sold
Lam Research Corp(LRCX)$1K-$15K
31 days to discloseJoint
⚑ Technology · Committee on Commerce, Science, and TransportationMissed gain·−$24.1K-301.6%
−238.6% vs S&P 500●Filed Sep 22, 2023·traded Aug 22, 2023
↓sold
L
Laboratory Corp of America Holdings(LH)$1K-$15K31 days to discloseJoint
⚑ Healthcare · Committee on Commerce, Science, and TransportationMissed gain·−$1.8K-22.8%
+40.1% vs S&P 500●Filed Sep 22, 2023·traded Aug 22, 2023
↓sold
JP Morgan Chase & Company(JPM)$1K-$15K
31 days to discloseJoint
Missed gain·−$8.8K-110.6%
−47.7% vs S&P 500●Filed Sep 22, 2023·traded Aug 22, 2023
↓sold
Johnson & Johnson(JNJ)$1K-$15K
31 days to discloseJoint
⚑ Pharmaceutical · Committee on Commerce, Science, and TransportationMissed gain·−$3K-37.0%
+25.9% vs S&P 500●Filed Sep 22, 2023·traded Aug 22, 2023
↓sold
Honeywell International Inc(HON)$1K-$15K
31 days to discloseJoint
⚑ Industrials · Committee on Armed ServicesMissed gain·−$1.7K-21.6%
+41.4% vs S&P 500●Filed Sep 22, 2023·traded Aug 22, 2023
↓sold
CVS Corp(CVS)$1K-$15K
31 days to discloseJoint
⚑ Healthcare · Committee on Commerce, Science, and TransportationMissed gain·−$1.3K-16.2%
+46.7% vs S&P 500●Filed Sep 22, 2023·traded Aug 22, 2023
↓sold
The Charles Schwab Corp(SCHW)$1K-$15K
31 days to discloseJoint
Missed gain·−$4.5K-56.7%
+6.2% vs S&P 500●Filed Sep 22, 2023·traded Aug 22, 2023
↓sold
Bristol-Myers Squibb Company(BMY)$1K-$15K
31 days to discloseJoint
⚑ Pharmaceutical · Committee on Commerce, Science, and TransportationSmart sell·+$407+5.1%
+68.0% vs S&P 500●Filed Sep 22, 2023·traded Aug 22, 2023
↓sold
B
Booking Holdings Inc(BKNG)$1K-$15K31 days to discloseJoint
⚑ Technology · Committee on Commerce, Science, and TransportationMissed gain·−$3.7K-46.6%
+16.4% vs S&P 500●Filed Sep 22, 2023·traded Aug 22, 2023
↓sold
Blackrock Inc(BLK)$1K-$15K
31 days to discloseJoint
Missed gain·−$4.6K-56.9%
+6.0% vs S&P 500●Filed Sep 22, 2023·traded Aug 22, 2023
↓sold
A
Amphenol Corp(APH)$1K-$15K31 days to discloseJoint
⚑ Technology · Committee on Commerce, Science, and TransportationMissed gain·−$19.9K-249.0%
−186.0% vs S&P 500●Filed Sep 22, 2023·traded Aug 22, 2023
↓sold
AMETEK, Inc.(AME)$1K-$15K
31 days to discloseJoint
⚑ Industrials · Committee on Armed ServicesMissed gain·−$4K-50.6%
+12.4% vs S&P 500●Filed Sep 22, 2023·traded Aug 22, 2023
↓sold
American Express Company(AXP)$1K-$15K
31 days to discloseJoint
Missed gain·−$7.8K-97.4%
−34.5% vs S&P 500●Filed Sep 22, 2023·traded Aug 22, 2023
↓sold
A
Align Technology, Inc. - Common Stock(ALGN)$1K-$15K31 days to discloseJoint
⚑ Healthcare · Committee on Commerce, Science, and TransportationSmart sell·+$3.7K+46.1%
+109.0% vs S&P 500●Filed Sep 22, 2023·traded Aug 22, 2023
↓sold
Accenture Plc(ACN)$15K-$50K
31 days to discloseJoint
⚑ Technology · Committee on Commerce, Science, and TransportationSmart sell·+$13.7K+42.3%
+105.2% vs S&P 500●Filed Sep 18, 2023·traded Aug 22, 2023
↓soldTractor Supply Company(TSCO)$1K-$15K
27 days to discloseJoint
⚑ Consumer Cyclical · Committee on Commerce, Science, and TransportationFlat·+0.0%
+45.0% vs S&P 500●Filed Sep 18, 2023·traded Aug 22, 2023
↓soldLam Research Corp(LRCX)$1K-$15K
27 days to discloseJoint
⚑ Technology · Committee on Commerce, Science, and TransportationMissed gain·−$24.1K-301.6%
−238.6% vs S&P 500●Filed Sep 18, 2023·traded Aug 22, 2023
↓sold
L
Laboratory Corp of America Holdings(LH)$1K-$15K27 days to discloseJoint
⚑ Healthcare · Committee on Commerce, Science, and TransportationMissed gain·−$1.8K-22.8%
+40.1% vs S&P 500●Filed Sep 18, 2023·traded Aug 22, 2023
↓sold
Z
Zoetis Inc Cl A(ZTS)$1K-$15K27 days to discloseJoint
⚑ Pharmaceutical · Committee on Commerce, Science, and TransportationSmart sell·+$2.9K+35.7%
+98.7% vs S&P 500●Filed Sep 18, 2023·traded Aug 22, 2023
↓sold
A
Align Technology, Inc. - Common Stock(ALGN)$1K-$15K27 days to discloseJoint
⚑ Healthcare · Committee on Commerce, Science, and TransportationSmart sell·+$3.7K+46.1%
+109.0% vs S&P 500●Filed Sep 18, 2023·traded Aug 22, 2023
↓soldAccenture Plc(ACN)$15K-$50K
27 days to discloseJoint
⚑ Technology · Committee on Commerce, Science, and TransportationSmart sell·+$13.7K+42.3%
+105.2% vs S&P 500●Filed Sep 18, 2023·traded Aug 22, 2023
↓soldAlphabet Inc. - Class C Capital Stock(GOOG)$15K-$50K
27 days to discloseJoint
⚑ Technology · Committee on Commerce, Science, and TransportationFlat·+0.0%
+120.5% vs S&P 500●Filed Sep 18, 2023·traded Aug 22, 2023
↓soldMastercard Inc(MA)$1K-$15K
27 days to discloseJoint
Missed gain·−$2.1K-26.7%
+36.2% vs S&P 500●Filed Sep 18, 2023·traded Aug 22, 2023
↓soldTJX Companies(TJX)$15K-$50K
27 days to discloseJoint
⚑ Consumer Cyclical · Committee on Commerce, Science, and TransportationMissed gain·−$24.8K-76.2%
−13.3% vs S&P 500●Filed Sep 18, 2023·traded Aug 22, 2023
↓sold
P
PPG Industries(PPG)$1K-$15K27 days to discloseJoint
⚑ Basic Materials · Committee on Environment and Public WorksSmart sell·+$1.7K+20.6%
+83.6% vs S&P 500●Filed Sep 18, 2023·traded Aug 22, 2023
↓soldAmazon.com, Inc. - Common Stock(AMZN)$1K-$15K
Amazon.com, Inc. - Common Stock(AMZN)$1K-$15K27 days to discloseJoint
⚑ Technology · Committee on Commerce, Science, and TransportationMissed gain·−$7.7K-96.6%
−33.7% vs S&P 500●Filed Sep 18, 2023·traded Aug 22, 2023
↓soldAmerican Express Company(AXP)$1K-$15K
27 days to discloseJoint
Missed gain·−$7.8K-97.4%
−34.5% vs S&P 500●Filed Sep 18, 2023·traded Aug 22, 2023
↓soldAMETEK, Inc.(AME)$1K-$15K
27 days to discloseJoint
⚑ Industrials · Committee on Armed ServicesMissed gain·−$4K-50.6%
+12.4% vs S&P 500●Filed Sep 18, 2023·traded Aug 22, 2023
↓sold
A
Amphenol Corp(APH)$1K-$15K27 days to discloseJoint
⚑ Technology · Committee on Commerce, Science, and TransportationMissed gain·−$19.9K-249.0%
−186.0% vs S&P 500●Filed Sep 18, 2023·traded Aug 22, 2023
↓soldBlackrock Inc(BLK)$1K-$15K
27 days to discloseJoint
Missed gain·−$4.6K-56.9%
+6.0% vs S&P 500●Filed Sep 18, 2023·traded Aug 22, 2023
↓sold
B
Booking Holdings Inc(BKNG)$1K-$15K27 days to discloseJoint
⚑ Technology · Committee on Commerce, Science, and TransportationMissed gain·−$3.7K-46.6%
+16.4% vs S&P 500●Filed Sep 18, 2023·traded Aug 22, 2023
↓soldBristol-Myers Squibb Company(BMY)$1K-$15K
27 days to discloseJoint
⚑ Pharmaceutical · Committee on Commerce, Science, and TransportationSmart sell·+$407+5.1%
+68.0% vs S&P 500●Filed Sep 18, 2023·traded Aug 22, 2023
↓soldThe Charles Schwab Corp(SCHW)$1K-$15K
27 days to discloseJoint
Missed gain·−$4.5K-56.7%
+6.2% vs S&P 500●Filed Sep 18, 2023·traded Aug 22, 2023
↓soldChevron Corp(CVX)$1K-$15K
27 days to discloseJoint
⚑ Energy · Committee on Environment and Public WorksMissed gain·−$1.3K-16.5%
+46.5% vs S&P 500●Filed Sep 18, 2023·traded Aug 22, 2023
↓soldChurch & Dwight Company, Inc. Common Stock(CHD)$1K-$15K
27 days to discloseJoint
Missed gain·−$199-2.5%
+60.5% vs S&P 500●Filed Sep 18, 2023·traded Aug 22, 2023
↓soldCostco Wholesale Corporation - Common Stock(COST)$1K-$15K
27 days to discloseJoint
Missed gain·−$7K-87.8%
−24.9% vs S&P 500●Filed Sep 18, 2023·traded Aug 22, 2023
↓soldCVS Corp(CVS)$1K-$15K
27 days to discloseJoint
⚑ Healthcare · Committee on Commerce, Science, and TransportationMissed gain·−$1.3K-16.2%
+46.7% vs S&P 500●Filed Sep 18, 2023·traded Aug 22, 2023
↓soldHoneywell International Inc(HON)$1K-$15K
27 days to discloseJoint
⚑ Industrials · Committee on Armed ServicesMissed gain·−$1.7K-21.6%
+41.4% vs S&P 500●Filed Sep 18, 2023·traded Aug 22, 2023
↓soldMicrosoft Corp(MSFT)$50K-$100K
27 days to discloseJoint
⚑ Technology · Committee on Commerce, Science, and TransportationFlat·+0.0%
+120.5% vs S&P 500●Filed Sep 18, 2023·traded Aug 22, 2023
↓soldPNC Financial Services Group, Inc. (The) Common St(PNC)$1K-$15K
27 days to discloseJoint
Missed gain·−$6.8K-84.7%
−21.8% vs S&P 500●Filed Sep 18, 2023·traded Aug 22, 2023
↓sold
P
Pioneer Natural Resources Company(PXD)$1K-$15K27 days to discloseJointprice pending
⚑ Energy · Committee on Environment and Public Works●Filed Sep 18, 2023·traded Aug 22, 2023
↓soldJohnson & Johnson(JNJ)$1K-$15K
27 days to discloseJoint
⚑ Pharmaceutical · Committee on Commerce, Science, and TransportationMissed gain·−$3K-37.0%
+25.9% vs S&P 500●Filed Sep 18, 2023·traded Aug 22, 2023
↓soldUlta Beauty Inc(ULTA)$1K-$15K
27 days to discloseJoint
Missed gain·−$2.4K-29.7%
+33.2% vs S&P 500●Filed Sep 18, 2023·traded Aug 22, 2023
↓soldJP Morgan Chase & Company(JPM)$1K-$15K
27 days to discloseJoint
Missed gain·−$8.8K-110.6%
−47.7% vs S&P 500●Filed Sep 18, 2023·traded Aug 22, 2023
↓soldThermo Fisher Scientific Inc(TMO)$1K-$15K
27 days to discloseJoint
⚑ Healthcare · Committee on Commerce, Science, and TransportationSmart sell·+$870+10.9%
+73.8% vs S&P 500●Filed Sep 18, 2023·traded Aug 22, 2023
↓soldApple Inc(AAPL)$15K-$50K
27 days to discloseJoint
⚑ Technology · Committee on Commerce, Science, and TransportationFlat·+0.0%
+120.5% vs S&P 500●Filed Sep 18, 2023·traded Aug 22, 2023
↓soldSouthwest Airlines Company(LUV)$1K-$15K
27 days to discloseJoint
⚑ Transportation · Committee on Commerce, Science, and TransportationMissed gain·−$2K-25.2%
+37.7% vs S&P 500●Filed Sep 18, 2023·traded Aug 22, 2023
↓sold
N
Northern Trust Corp(NTRS)$1K-$15K27 days to discloseJoint
Missed gain·−$9.7K-120.9%
−57.9% vs S&P 500●Filed Jul 26, 2023·traded Nov 30, 2022
↓sold
M
Martin Marietta Materials, Inc. Common Stock(MLM)$1K-$15K238 days to disclose · 193 past 45-day windowJoint
⚑ Industrials · Committee on Armed ServicesMissed gain·−$5.5K-68.4%
+6.7% vs S&P 500●Filed Jul 26, 2023·traded Nov 30, 2022
↑boughtLam Research Corporation - Common Stock(LRCX)$1K-$15K
238 days to disclose · 193 past 45-day windowJoint
⚑ Technology · Committee on Commerce, Science, and TransportationGood buy·+$37.4K+466.9%
+391.7% vs S&P 500●Filed Jul 26, 2023·traded Nov 30, 2022
↓sold
Meta Platforms, Inc. - Class A Common Stock(META)$1K-$15K
238 days to disclose · 193 past 45-day windowJoint
⚑ Technology · Committee on Commerce, Science, and TransportationFlat·+0.0%
+172.3% vs S&P 500●Filed Jul 26, 2023·traded Nov 30, 2022
↓sold
B
Baxter International Inc. Common Stock(BAX)$1K-$15K238 days to disclose · 193 past 45-day windowJoint
⚑ Healthcare · Committee on Commerce, Science, and TransportationFlat·+0.0%
+6.8% vs S&P 500●Filed Jul 26, 2023·traded Nov 30, 2022
↓sold
Stryker Corporation Common Stock(SYK)$1K-$15K
238 days to disclose · 193 past 45-day windowJoint
⚑ Healthcare · Committee on Commerce, Science, and TransportationMissed gain·−$3.2K-40.0%
+35.1% vs S&P 500●Filed Jul 26, 2023·traded Nov 30, 2022
↓sold
PayPal Holdings, Inc. - Common Stock(PYPL)$1K-$15K
238 days to disclose · 193 past 45-day windowJoint
Smart sell·+$2.8K+35.6%
+110.7% vs S&P 500●Filed Jul 26, 2023·traded Nov 30, 2022
↓sold
Medtronic plc. Ordinary Shares(MDT)$1K-$15K
238 days to disclose · 193 past 45-day windowJoint
⚑ Healthcare · Committee on Commerce, Science, and TransportationMissed gain·−$433-5.4%
+69.7% vs S&P 500●Filed Jul 26, 2023·traded Nov 30, 2022
↓sold
F
F5, Inc. - Common Stock(FFIV)$1K-$15K238 days to disclose · 193 past 45-day windowJoint
⚑ Technology · Committee on Commerce, Science, and TransportationMissed gain·−$7.7K-96.1%
−21.0% vs S&P 500●Filed Jul 26, 2023·traded Nov 30, 2022
↓sold
E
Elanco Animal Health Incorporated Common Stock(ELAN)$1K-$15K238 days to disclose · 193 past 45-day windowJoint
⚑ Pharmaceutical · Committee on Commerce, Science, and TransportationMissed gain·−$6.1K-76.8%
−1.6% vs S&P 500●Filed Jul 26, 2023·traded Nov 30, 2022
↓soldAlphabet Inc. - Class C Capital Stock(GOOG)$1K-$15K
238 days to disclose · 193 past 45-day windowJoint
⚑ Technology · Committee on Commerce, Science, and TransportationMissed gain·−$19K-237.4%
−162.3% vs S&P 500●Filed Jul 26, 2023·traded Nov 30, 2022
↓sold
Adobe Inc. - Common Stock(ADBE)$1K-$15K
238 days to disclose · 193 past 45-day windowJoint
⚑ Technology · Committee on Commerce, Science, and TransportationSmart sell·+$2.3K+28.8%
+104.0% vs S&P 500●Filed Jul 26, 2023·traded Nov 30, 2022
↓sold
R
RPM International Inc. Common Stock(RPM)$15K-$50K238 days to disclose · 193 past 45-day windowJoint
⚑ Basic Materials · Committee on Environment and Public WorksMissed gain·−$427-1.3%
+73.8% vs S&P 500●Filed Jul 26, 2023·traded Nov 30, 2022
↑bought
Z
Zoetis Inc. Class A Common Stock(ZTS)$1K-$15K238 days to disclose · 193 past 45-day windowJoint
⚑ Pharmaceutical · Committee on Commerce, Science, and TransportationBad buy·−$1.9K-24.2%
−99.3% vs S&P 500●Filed Jul 26, 2023·traded Nov 30, 2022
↑boughtTJX Companies, Inc. (The) Common Stock(TJX)$1K-$15K
238 days to disclose · 193 past 45-day windowJoint
⚑ Consumer Cyclical · Committee on Commerce, Science, and TransportationGood buy·+$7.7K+96.2%
+21.0% vs S&P 500●Filed Jul 26, 2023·traded Nov 30, 2022
↑boughtThermo Fisher Scientific Inc Common Stock(TMO)$1K-$15K
238 days to disclose · 193 past 45-day windowJoint
⚑ Healthcare · Committee on Commerce, Science, and TransportationBad buy·−$1.3K-16.2%
−91.3% vs S&P 500●Filed Jul 26, 2023·traded Nov 30, 2022
↑boughtMicrosoft Corporation - Common Stock(MSFT)$15K-$50K
238 days to disclose · 193 past 45-day windowJoint
⚑ Technology · Committee on Commerce, Science, and TransportationGood buy·+$21.6K+66.4%
−8.7% vs S&P 500●Filed Jul 26, 2023·traded Nov 30, 2022
↓sold
Comcast Corporation - Class A Common Stock(CMCSA)$1K-$15K
238 days to disclose · 193 past 45-day windowJoint
⚑ Telecom · Committee on Commerce, Science, and TransportationFlat·+0.0%
+124.3% vs S&P 500●Filed Apr 26, 2023·traded Mar 17, 2023
↓sold
Wells Fargo & Company Common Stock(WFC)$1K-$15K
40 days to discloseJoint
Missed gain·−$8.8K-110.3%
−29.0% vs S&P 500●Filed Mar 16, 2023·traded Feb 21, 2023
↑boughtChurch & Dwight Company, Inc. Common Stock(CHD)$1K-$15K
23 days to discloseJoint
Good buy·+$1.1K+13.1%
−65.8% vs S&P 500●Filed Mar 16, 2023·traded Feb 10, 2023
↓soldCharles Schwab Corporation (The) Common Stock(SCHW)$1K-$15K
34 days to discloseJoint
Flat·+0.0%
+42.1% vs S&P 500●Filed Mar 16, 2023·traded Feb 10, 2023
↑boughtAlphabet Inc. - Class C Capital Stock(GOOG)$1K-$15K
34 days to discloseJoint
⚑ Technology · Committee on Commerce, Science, and TransportationGood buy·+$20.9K+260.9%
+185.9% vs S&P 500●Filed Mar 16, 2023·traded Feb 10, 2023
↑boughtChurch & Dwight Company, Inc. Common Stock(CHD)$1K-$15K
34 days to discloseJoint
Good buy·+$1.2K+14.6%
−60.3% vs S&P 500●Filed Feb 13, 2023·traded Jan 10, 2023
↓soldJP Morgan Chase & Co. Common Stock(JPM)$1K-$15K
34 days to discloseJoint
Missed gain·−$9.8K-122.4%
−39.6% vs S&P 500●Filed Feb 13, 2023·traded Jan 10, 2023
↓soldUlta Beauty, Inc. - Common Stock(ULTA)$1K-$15K
34 days to discloseJoint
Missed gain·−$1.1K-14.3%
+68.5% vs S&P 500●Filed Feb 13, 2023·traded Jan 10, 2023
↑bought
A
Align Technology, Inc. - Common Stock(ALGN)$1K-$15K34 days to discloseJoint
⚑ Healthcare · Committee on Commerce, Science, and TransportationBad buy·−$1.5K-18.4%
−101.1% vs S&P 500●Filed Feb 13, 2023·traded Jan 10, 2023
↑boughtAmazon.com, Inc. - Common Stock(AMZN)$1K-$15K
Amazon.com, Inc. - Common Stock(AMZN)$1K-$15K34 days to discloseJoint
⚑ Technology · Committee on Commerce, Science, and TransportationGood buy·+$15.5K+193.7%
+111.0% vs S&P 500●Filed Feb 13, 2023·traded Jan 10, 2023
↑bought
Z
Zoetis Inc. Class A Common Stock(ZTS)$1K-$15K34 days to discloseJoint
⚑ Pharmaceutical · Committee on Commerce, Science, and TransportationBad buy·−$1.9K-24.3%
−107.1% vs S&P 500●Filed Feb 13, 2023·traded Jan 10, 2023
↓sold
B
Booking Holdings Inc. - Common Stock(BKNG)$1K-$15K34 days to discloseJoint
⚑ Technology · Committee on Commerce, Science, and TransportationMissed gain·−$8.2K-102.9%
−20.1% vs S&P 500●Filed Feb 13, 2023·traded Jan 10, 2023
↓soldBristol-Myers Squibb Company Common Stock(BMY)$1K-$15K
34 days to discloseJoint
⚑ Pharmaceutical · Committee on Commerce, Science, and TransportationSmart sell·+$1.4K+18.1%
+100.8% vs S&P 500●Filed Feb 13, 2023·traded Jan 10, 2023
↓soldCVS Health Corporation Common Stock(CVS)$1K-$15K
34 days to discloseJoint
⚑ Healthcare · Committee on Commerce, Science, and TransportationSmart sell·+$1.1K+14.0%
+96.8% vs S&P 500●Filed Feb 13, 2023·traded Jan 10, 2023
↓sold
P
Pioneer Natural Resources Company Common Stock(PXD)$1K-$15K34 days to discloseJointprice pending
⚑ Energy · Committee on Environment and Public Works●Filed Dec 21, 2022·traded Nov 30, 2022
↓soldComcast Corporation - Class A Common Stock(CMCSA)$1K-$15K
21 days to discloseJoint
⚑ Telecom · Committee on Commerce, Science, and TransportationFlat·+0.0%
+124.3% vs S&P 500●Filed Dec 21, 2022·traded Nov 30, 2022
↓soldAlphabet Inc. - Class C Capital Stock(GOOG)$1K-$15K
21 days to discloseJoint
⚑ Technology · Committee on Commerce, Science, and TransportationMissed gain·−$19K-237.4%
−162.3% vs S&P 500| Filed | Trade date | Type | Stock | Smart move? | Size |
|---|---|---|---|---|---|
| Feb 9, 2024 | Jan 24, 2024 16 days to disclose | ↓sold | R RPMJointRPM International Inc. Common Stock Third Party investment professional manages portfolio and oversees long-term diversification strategy that regularly includes similar transactions. ⚑ Basic Materials · Committee on Environment and Public Works | Smart sell·+$470+1.4% +48.5% vs S&P 500 | $15K-$50K $15,001 - $50,000 2.7% of book |
| Sep 22, 2023 | Aug 22, 2023 31 days to disclose | ↓sold | Costco Wholesale Corporation - Common Stock Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | Missed gain·−$7K-87.8% −24.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Sep 22, 2023 | Aug 22, 2023 31 days to disclose | ↓sold | Alphabet Inc. - Class C Capital Stock Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. ⚑ Technology · Committee on Commerce, Science, and Transportation | Flat·+0.0% +120.5% vs S&P 500 | $15K-$50K $15,001 - $50,000 2.7% of book |
| Sep 22, 2023 | Aug 22, 2023 31 days to disclose | ↓sold | Apple Inc Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. ⚑ Technology · Committee on Commerce, Science, and Transportation | Flat·+0.0% +120.5% vs S&P 500 | $15K-$50K $15,001 - $50,000 2.7% of book |
| Sep 22, 2023 | Aug 22, 2023 31 days to disclose | ↓sold | Church & Dwight Company, Inc. Common Stock Sale part of investment strategy of 3rd party investment professional to exchange individual stocks for EIFs. | Missed gain·−$199-2.5% +60.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Sep 22, 2023 | Aug 22, 2023 31 days to disclose | ↓sold | Chevron Corp Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. ⚑ Energy · Committee on Environment and Public Works | Missed gain·−$1.3K-16.5% +46.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Sep 22, 2023 | Aug 22, 2023 31 days to disclose | ↓sold | Microsoft Corp Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. ⚑ Technology · Committee on Commerce, Science, and Transportation | Flat·+0.0% +120.5% vs S&P 500 | $50K-$100K $50,001 - $100,000 6.2% of book |
| Sep 22, 2023 | Aug 22, 2023 31 days to disclose | ↓sold | AMZNJoint Amazon.com, Inc. - Common Stock Sale part of investment strategy of 3rd party investment professional to exchange individual stocks for EIFs. ⚑ Technology · Committee on Commerce, Science, and Transportation | Missed gain·−$7.7K-96.6% −33.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Sep 22, 2023 | Aug 22, 2023 31 days to disclose | ↓sold | Z ZTSJointZoetis Inc Cl A Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. ⚑ Pharmaceutical · Committee on Commerce, Science, and Transportation | Smart sell·+$2.9K+35.7% +98.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Sep 22, 2023 | Aug 22, 2023 31 days to disclose | ↓sold | Ulta Beauty Inc Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | Missed gain·−$2.4K-29.7% +33.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Sep 22, 2023 | Aug 22, 2023 31 days to disclose | ↓sold | Tractor Supply Company Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. ⚑ Consumer Cyclical · Committee on Commerce, Science, and Transportation | Flat·+0.0% +45.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Sep 22, 2023 | Aug 22, 2023 31 days to disclose | ↓sold | TJX Companies Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. ⚑ Consumer Cyclical · Committee on Commerce, Science, and Transportation | Missed gain·−$24.8K-76.2% −13.3% vs S&P 500 | $15K-$50K $15,001 - $50,000 2.7% of book |
| Sep 22, 2023 | Aug 22, 2023 31 days to disclose | ↓sold | Thermo Fisher Scientific Inc Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. ⚑ Healthcare · Committee on Commerce, Science, and Transportation | Smart sell·+$870+10.9% +73.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Sep 22, 2023 | Aug 22, 2023 31 days to disclose | ↓sold | Southwest Airlines Company Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. ⚑ Transportation · Committee on Commerce, Science, and Transportation | Missed gain·−$2K-25.2% +37.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Sep 22, 2023 | Aug 22, 2023 31 days to disclose | ↓sold | P PPGJointPPG Industries Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. ⚑ Basic Materials · Committee on Environment and Public Works | Smart sell·+$1.7K+20.6% +83.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Sep 22, 2023 | Aug 22, 2023 31 days to disclose | ↓sold | PNC Financial Services Group, Inc. (The) Common St Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | Missed gain·−$6.8K-84.7% −21.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Sep 22, 2023 | Aug 22, 2023 31 days to disclose | ↓sold | P PXDJointPioneer Natural Resources Company Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. ⚑ Energy · Committee on Environment and Public Works | price pending | $1K-$15K $1,001 - $15,000 0.7% of book |
| Sep 22, 2023 | Aug 22, 2023 31 days to disclose | ↓sold | N NTRSJointNorthern Trust Corp Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | Missed gain·−$9.7K-120.9% −57.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Sep 22, 2023 | Aug 22, 2023 31 days to disclose | ↓sold | Mastercard Inc Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | Missed gain·−$2.1K-26.7% +36.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Sep 22, 2023 | Aug 22, 2023 31 days to disclose | ↓sold | Lam Research Corp Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. ⚑ Technology · Committee on Commerce, Science, and Transportation | Missed gain·−$24.1K-301.6% −238.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Sep 22, 2023 | Aug 22, 2023 31 days to disclose | ↓sold | L LHJointLaboratory Corp of America Holdings Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. ⚑ Healthcare · Committee on Commerce, Science, and Transportation | Missed gain·−$1.8K-22.8% +40.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Sep 22, 2023 | Aug 22, 2023 31 days to disclose | ↓sold | JP Morgan Chase & Company Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | Missed gain·−$8.8K-110.6% −47.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Sep 22, 2023 | Aug 22, 2023 31 days to disclose | ↓sold | Johnson & Johnson Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. ⚑ Pharmaceutical · Committee on Commerce, Science, and Transportation | Missed gain·−$3K-37.0% +25.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Sep 22, 2023 | Aug 22, 2023 31 days to disclose | ↓sold | Honeywell International Inc Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. ⚑ Industrials · Committee on Armed Services | Missed gain·−$1.7K-21.6% +41.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Sep 22, 2023 | Aug 22, 2023 31 days to disclose | ↓sold | CVS Corp Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. ⚑ Healthcare · Committee on Commerce, Science, and Transportation | Missed gain·−$1.3K-16.2% +46.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Sep 22, 2023 | Aug 22, 2023 31 days to disclose | ↓sold | The Charles Schwab Corp Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | Missed gain·−$4.5K-56.7% +6.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Sep 22, 2023 | Aug 22, 2023 31 days to disclose | ↓sold | Bristol-Myers Squibb Company Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. ⚑ Pharmaceutical · Committee on Commerce, Science, and Transportation | Smart sell·+$407+5.1% +68.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Sep 22, 2023 | Aug 22, 2023 31 days to disclose | ↓sold | B BKNGJointBooking Holdings Inc Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. ⚑ Technology · Committee on Commerce, Science, and Transportation | Missed gain·−$3.7K-46.6% +16.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Sep 22, 2023 | Aug 22, 2023 31 days to disclose | ↓sold | Blackrock Inc Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | Missed gain·−$4.6K-56.9% +6.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Sep 22, 2023 | Aug 22, 2023 31 days to disclose | ↓sold | A APHJointAmphenol Corp Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. ⚑ Technology · Committee on Commerce, Science, and Transportation | Missed gain·−$19.9K-249.0% −186.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Sep 22, 2023 | Aug 22, 2023 31 days to disclose | ↓sold | AMETEK, Inc. Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. ⚑ Industrials · Committee on Armed Services | Missed gain·−$4K-50.6% +12.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Sep 22, 2023 | Aug 22, 2023 31 days to disclose | ↓sold | American Express Company Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | Missed gain·−$7.8K-97.4% −34.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Sep 22, 2023 | Aug 22, 2023 31 days to disclose | ↓sold | A ALGNJointAlign Technology, Inc. - Common Stock Sale part of investment strategy of 3rd party investment professional to exchange individual stocks for EIFs. ⚑ Healthcare · Committee on Commerce, Science, and Transportation | Smart sell·+$3.7K+46.1% +109.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Sep 22, 2023 | Aug 22, 2023 31 days to disclose | ↓sold | Accenture Plc Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. ⚑ Technology · Committee on Commerce, Science, and Transportation | Smart sell·+$13.7K+42.3% +105.2% vs S&P 500 | $15K-$50K $15,001 - $50,000 2.7% of book |
| Sep 18, 2023 | Aug 22, 2023 27 days to disclose | ↓sold | Tractor Supply Company -- ⚑ Consumer Cyclical · Committee on Commerce, Science, and Transportation | Flat·+0.0% +45.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Sep 18, 2023 | Aug 22, 2023 27 days to disclose | ↓sold | Lam Research Corp -- ⚑ Technology · Committee on Commerce, Science, and Transportation | Missed gain·−$24.1K-301.6% −238.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Sep 18, 2023 | Aug 22, 2023 27 days to disclose | ↓sold | L LHJointLaboratory Corp of America Holdings -- ⚑ Healthcare · Committee on Commerce, Science, and Transportation | Missed gain·−$1.8K-22.8% +40.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Sep 18, 2023 | Aug 22, 2023 27 days to disclose | ↓sold | Z ZTSJointZoetis Inc Cl A -- ⚑ Pharmaceutical · Committee on Commerce, Science, and Transportation | Smart sell·+$2.9K+35.7% +98.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Sep 18, 2023 | Aug 22, 2023 27 days to disclose | ↓sold | A ALGNJointAlign Technology, Inc. - Common Stock -- ⚑ Healthcare · Committee on Commerce, Science, and Transportation | Smart sell·+$3.7K+46.1% +109.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Sep 18, 2023 | Aug 22, 2023 27 days to disclose | ↓sold | Accenture Plc -- ⚑ Technology · Committee on Commerce, Science, and Transportation | Smart sell·+$13.7K+42.3% +105.2% vs S&P 500 | $15K-$50K $15,001 - $50,000 2.7% of book |
| Sep 18, 2023 | Aug 22, 2023 27 days to disclose | ↓sold | Alphabet Inc. - Class C Capital Stock -- ⚑ Technology · Committee on Commerce, Science, and Transportation | Flat·+0.0% +120.5% vs S&P 500 | $15K-$50K $15,001 - $50,000 2.7% of book |
| Sep 18, 2023 | Aug 22, 2023 27 days to disclose | ↓sold | Mastercard Inc -- | Missed gain·−$2.1K-26.7% +36.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Sep 18, 2023 | Aug 22, 2023 27 days to disclose | ↓sold | TJX Companies -- ⚑ Consumer Cyclical · Committee on Commerce, Science, and Transportation | Missed gain·−$24.8K-76.2% −13.3% vs S&P 500 | $15K-$50K $15,001 - $50,000 2.7% of book |
| Sep 18, 2023 | Aug 22, 2023 27 days to disclose | ↓sold | P PPGJointPPG Industries -- ⚑ Basic Materials · Committee on Environment and Public Works | Smart sell·+$1.7K+20.6% +83.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Sep 18, 2023 | Aug 22, 2023 27 days to disclose | ↓sold | AMZNJoint Amazon.com, Inc. - Common Stock -- ⚑ Technology · Committee on Commerce, Science, and Transportation | Missed gain·−$7.7K-96.6% −33.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Sep 18, 2023 | Aug 22, 2023 27 days to disclose | ↓sold | American Express Company -- | Missed gain·−$7.8K-97.4% −34.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Sep 18, 2023 | Aug 22, 2023 27 days to disclose | ↓sold | AMETEK, Inc. -- ⚑ Industrials · Committee on Armed Services | Missed gain·−$4K-50.6% +12.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Sep 18, 2023 | Aug 22, 2023 27 days to disclose | ↓sold | A APHJointAmphenol Corp -- ⚑ Technology · Committee on Commerce, Science, and Transportation | Missed gain·−$19.9K-249.0% −186.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Sep 18, 2023 | Aug 22, 2023 27 days to disclose | ↓sold | Blackrock Inc -- | Missed gain·−$4.6K-56.9% +6.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Sep 18, 2023 | Aug 22, 2023 27 days to disclose | ↓sold | B BKNGJointBooking Holdings Inc -- ⚑ Technology · Committee on Commerce, Science, and Transportation | Missed gain·−$3.7K-46.6% +16.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Sep 18, 2023 | Aug 22, 2023 27 days to disclose | ↓sold | Bristol-Myers Squibb Company -- ⚑ Pharmaceutical · Committee on Commerce, Science, and Transportation | Smart sell·+$407+5.1% +68.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Sep 18, 2023 | Aug 22, 2023 27 days to disclose | ↓sold | The Charles Schwab Corp -- | Missed gain·−$4.5K-56.7% +6.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Sep 18, 2023 | Aug 22, 2023 27 days to disclose | ↓sold | Chevron Corp -- ⚑ Energy · Committee on Environment and Public Works | Missed gain·−$1.3K-16.5% +46.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Sep 18, 2023 | Aug 22, 2023 27 days to disclose | ↓sold | Church & Dwight Company, Inc. Common Stock -- | Missed gain·−$199-2.5% +60.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Sep 18, 2023 | Aug 22, 2023 27 days to disclose | ↓sold | Costco Wholesale Corporation - Common Stock -- | Missed gain·−$7K-87.8% −24.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Sep 18, 2023 | Aug 22, 2023 27 days to disclose | ↓sold | CVS Corp -- ⚑ Healthcare · Committee on Commerce, Science, and Transportation | Missed gain·−$1.3K-16.2% +46.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Sep 18, 2023 | Aug 22, 2023 27 days to disclose | ↓sold | Honeywell International Inc -- ⚑ Industrials · Committee on Armed Services | Missed gain·−$1.7K-21.6% +41.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Sep 18, 2023 | Aug 22, 2023 27 days to disclose | ↓sold | Microsoft Corp -- ⚑ Technology · Committee on Commerce, Science, and Transportation | Flat·+0.0% +120.5% vs S&P 500 | $50K-$100K $50,001 - $100,000 6.2% of book |
| Sep 18, 2023 | Aug 22, 2023 27 days to disclose | ↓sold | PNC Financial Services Group, Inc. (The) Common St -- | Missed gain·−$6.8K-84.7% −21.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Sep 18, 2023 | Aug 22, 2023 27 days to disclose | ↓sold | P PXDJointPioneer Natural Resources Company -- ⚑ Energy · Committee on Environment and Public Works | price pending | $1K-$15K $1,001 - $15,000 0.7% of book |
| Sep 18, 2023 | Aug 22, 2023 27 days to disclose | ↓sold | Johnson & Johnson -- ⚑ Pharmaceutical · Committee on Commerce, Science, and Transportation | Missed gain·−$3K-37.0% +25.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Sep 18, 2023 | Aug 22, 2023 27 days to disclose | ↓sold | Ulta Beauty Inc -- | Missed gain·−$2.4K-29.7% +33.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Sep 18, 2023 | Aug 22, 2023 27 days to disclose | ↓sold | JP Morgan Chase & Company -- | Missed gain·−$8.8K-110.6% −47.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Sep 18, 2023 | Aug 22, 2023 27 days to disclose | ↓sold | Thermo Fisher Scientific Inc -- ⚑ Healthcare · Committee on Commerce, Science, and Transportation | Smart sell·+$870+10.9% +73.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Sep 18, 2023 | Aug 22, 2023 27 days to disclose | ↓sold | Apple Inc -- ⚑ Technology · Committee on Commerce, Science, and Transportation | Flat·+0.0% +120.5% vs S&P 500 | $15K-$50K $15,001 - $50,000 2.7% of book |
| Sep 18, 2023 | Aug 22, 2023 27 days to disclose | ↓sold | Southwest Airlines Company -- ⚑ Transportation · Committee on Commerce, Science, and Transportation | Missed gain·−$2K-25.2% +37.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Sep 18, 2023 | Aug 22, 2023 27 days to disclose | ↓sold | N NTRSJointNorthern Trust Corp -- | Missed gain·−$9.7K-120.9% −57.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Jul 26, 2023 | Nov 30, 2022 238 days to disclose · 193 past 45-day window | ↓sold | M MLMJointMartin Marietta Materials, Inc. Common Stock -- ⚑ Industrials · Committee on Armed Services | Missed gain·−$5.5K-68.4% +6.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Jul 26, 2023 | Nov 30, 2022 238 days to disclose · 193 past 45-day window | ↑bought | Lam Research Corporation - Common Stock -- ⚑ Technology · Committee on Commerce, Science, and Transportation | Good buy·+$37.4K+466.9% +391.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Jul 26, 2023 | Nov 30, 2022 238 days to disclose · 193 past 45-day window | ↓sold | Meta Platforms, Inc. - Class A Common Stock -- ⚑ Technology · Committee on Commerce, Science, and Transportation | Flat·+0.0% +172.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Jul 26, 2023 | Nov 30, 2022 238 days to disclose · 193 past 45-day window | ↓sold | B BAXJointBaxter International Inc. Common Stock -- ⚑ Healthcare · Committee on Commerce, Science, and Transportation | Flat·+0.0% +6.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Jul 26, 2023 | Nov 30, 2022 238 days to disclose · 193 past 45-day window | ↓sold | Stryker Corporation Common Stock -- ⚑ Healthcare · Committee on Commerce, Science, and Transportation | Missed gain·−$3.2K-40.0% +35.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Jul 26, 2023 | Nov 30, 2022 238 days to disclose · 193 past 45-day window | ↓sold | PayPal Holdings, Inc. - Common Stock -- | Smart sell·+$2.8K+35.6% +110.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Jul 26, 2023 | Nov 30, 2022 238 days to disclose · 193 past 45-day window | ↓sold | Medtronic plc. Ordinary Shares -- ⚑ Healthcare · Committee on Commerce, Science, and Transportation | Missed gain·−$433-5.4% +69.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Jul 26, 2023 | Nov 30, 2022 238 days to disclose · 193 past 45-day window | ↓sold | F FFIVJointF5, Inc. - Common Stock -- ⚑ Technology · Committee on Commerce, Science, and Transportation | Missed gain·−$7.7K-96.1% −21.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Jul 26, 2023 | Nov 30, 2022 238 days to disclose · 193 past 45-day window | ↓sold | E ELANJointElanco Animal Health Incorporated Common Stock -- ⚑ Pharmaceutical · Committee on Commerce, Science, and Transportation | Missed gain·−$6.1K-76.8% −1.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Jul 26, 2023 | Nov 30, 2022 238 days to disclose · 193 past 45-day window | ↓sold | Alphabet Inc. - Class C Capital Stock -- ⚑ Technology · Committee on Commerce, Science, and Transportation | Missed gain·−$19K-237.4% −162.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Jul 26, 2023 | Nov 30, 2022 238 days to disclose · 193 past 45-day window | ↓sold | Adobe Inc. - Common Stock -- ⚑ Technology · Committee on Commerce, Science, and Transportation | Smart sell·+$2.3K+28.8% +104.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Jul 26, 2023 | Nov 30, 2022 238 days to disclose · 193 past 45-day window | ↓sold | R RPMJointRPM International Inc. Common Stock Third Party investment professional manages portfolio and oversees long-term diversification strategy that regularly includes similar transactions. ⚑ Basic Materials · Committee on Environment and Public Works | Missed gain·−$427-1.3% +73.8% vs S&P 500 | $15K-$50K $15,001 - $50,000 2.7% of book |
| Jul 26, 2023 | Nov 30, 2022 238 days to disclose · 193 past 45-day window | ↑bought | Z ZTSJointZoetis Inc. Class A Common Stock -- ⚑ Pharmaceutical · Committee on Commerce, Science, and Transportation | Bad buy·−$1.9K-24.2% −99.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Jul 26, 2023 | Nov 30, 2022 238 days to disclose · 193 past 45-day window | ↑bought | TJX Companies, Inc. (The) Common Stock -- ⚑ Consumer Cyclical · Committee on Commerce, Science, and Transportation | Good buy·+$7.7K+96.2% +21.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Jul 26, 2023 | Nov 30, 2022 238 days to disclose · 193 past 45-day window | ↑bought | Thermo Fisher Scientific Inc Common Stock -- ⚑ Healthcare · Committee on Commerce, Science, and Transportation | Bad buy·−$1.3K-16.2% −91.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Jul 26, 2023 | Nov 30, 2022 238 days to disclose · 193 past 45-day window | ↑bought | Microsoft Corporation - Common Stock -- ⚑ Technology · Committee on Commerce, Science, and Transportation | Good buy·+$21.6K+66.4% −8.7% vs S&P 500 | $15K-$50K $15,001 - $50,000 2.7% of book |
| Jul 26, 2023 | Nov 30, 2022 238 days to disclose · 193 past 45-day window | ↓sold | Comcast Corporation - Class A Common Stock -- ⚑ Telecom · Committee on Commerce, Science, and Transportation | Flat·+0.0% +124.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Apr 26, 2023 | Mar 17, 2023 40 days to disclose | ↓sold | Wells Fargo & Company Common Stock -- | Missed gain·−$8.8K-110.3% −29.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Mar 16, 2023 | Feb 21, 2023 23 days to disclose | ↑bought | Church & Dwight Company, Inc. Common Stock -- | Good buy·+$1.1K+13.1% −65.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Mar 16, 2023 | Feb 10, 2023 34 days to disclose | ↓sold | Charles Schwab Corporation (The) Common Stock -- | Flat·+0.0% +42.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Mar 16, 2023 | Feb 10, 2023 34 days to disclose | ↑bought | Alphabet Inc. - Class C Capital Stock -- ⚑ Technology · Committee on Commerce, Science, and Transportation | Good buy·+$20.9K+260.9% +185.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Mar 16, 2023 | Feb 10, 2023 34 days to disclose | ↑bought | Church & Dwight Company, Inc. Common Stock -- | Good buy·+$1.2K+14.6% −60.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Feb 13, 2023 | Jan 10, 2023 34 days to disclose | ↓sold | JP Morgan Chase & Co. Common Stock -- | Missed gain·−$9.8K-122.4% −39.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Feb 13, 2023 | Jan 10, 2023 34 days to disclose | ↓sold | Ulta Beauty, Inc. - Common Stock -- | Missed gain·−$1.1K-14.3% +68.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Feb 13, 2023 | Jan 10, 2023 34 days to disclose | ↑bought | A ALGNJointAlign Technology, Inc. - Common Stock -- ⚑ Healthcare · Committee on Commerce, Science, and Transportation | Bad buy·−$1.5K-18.4% −101.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Feb 13, 2023 | Jan 10, 2023 34 days to disclose | ↑bought | AMZNJoint Amazon.com, Inc. - Common Stock -- ⚑ Technology · Committee on Commerce, Science, and Transportation | Good buy·+$15.5K+193.7% +111.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Feb 13, 2023 | Jan 10, 2023 34 days to disclose | ↑bought | Z ZTSJointZoetis Inc. Class A Common Stock -- ⚑ Pharmaceutical · Committee on Commerce, Science, and Transportation | Bad buy·−$1.9K-24.3% −107.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Feb 13, 2023 | Jan 10, 2023 34 days to disclose | ↓sold | B BKNGJointBooking Holdings Inc. - Common Stock -- ⚑ Technology · Committee on Commerce, Science, and Transportation | Missed gain·−$8.2K-102.9% −20.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Feb 13, 2023 | Jan 10, 2023 34 days to disclose | ↓sold | Bristol-Myers Squibb Company Common Stock -- ⚑ Pharmaceutical · Committee on Commerce, Science, and Transportation | Smart sell·+$1.4K+18.1% +100.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Feb 13, 2023 | Jan 10, 2023 34 days to disclose | ↓sold | CVS Health Corporation Common Stock -- ⚑ Healthcare · Committee on Commerce, Science, and Transportation | Smart sell·+$1.1K+14.0% +96.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Feb 13, 2023 | Jan 10, 2023 34 days to disclose | ↓sold | P PXDJointPioneer Natural Resources Company Common Stock -- ⚑ Energy · Committee on Environment and Public Works | price pending | $1K-$15K $1,001 - $15,000 0.7% of book |
| Dec 21, 2022 | Nov 30, 2022 21 days to disclose | ↓sold | Comcast Corporation - Class A Common Stock -- ⚑ Telecom · Committee on Commerce, Science, and Transportation | Flat·+0.0% +124.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
| Dec 21, 2022 | Nov 30, 2022 21 days to disclose | ↓sold | Alphabet Inc. - Class C Capital Stock -- ⚑ Technology · Committee on Commerce, Science, and Transportation | Missed gain·−$19K-237.4% −162.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.7% of book |
Their record vs the S&P 500
97 priced trades compared to a same-direction S&P 500 benchmark.
Politician portfolio−$235K
S&P 500 benchmark−$772.7K
Alpha+$537.7K
Gold line = cumulative dollar P&L · Dashed = S&P 500 over same window · Bars = monthly trade volume
Oversight committees · 4
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.
- A resolution designating the week of May 10 through May 16, 2026, as "National Police Week".Submitted in the Senate, considered, and agreed to without amendment and with a preamble by Unanimous Consent. (consideration: CR S2313; text: CR S2310)
- Sport Fish Restoration, Recreational Boating Safety, and Wildlife Restoration Act of 2026Read twice and referred to the Committee on Commerce, Science, and Transportation.
- A resolution expressing support for the designation of May 5, 2026, as "National
Day of Awareness for Missing and Murdered Indigenous Women and Girls".Submitted in the Senate, considered, and agreed to without amendment and with a preamble by Unanimous Consent. (consideration: CR S2241; text: CR S2240-2241)
- Optimizing Postpartum Outcomes Act of 2026Read twice and referred to the Committee on Finance.
- A resolution honoring the life of Dirk Arthur Kempthorne, former United States Senator for the State of Idaho.Submitted in the Senate, considered, and agreed to without amendment and with a preamble by Unanimous Consent. (consideration: CR S2205; text: CR S2203)
- Rural Community Hospital Demonstration Program ReauthorizationHeld at the desk.
- Primacy Certainty Act of 2025Read twice and referred to the Committee on Environment and Public Works.
- ROCR Value Based Program ActRead twice and referred to the Committee on Finance.
- Geese House Site Conveyance ActRead twice and referred to the Committee on Energy and Natural Resources.
- Blind Americans Return to Work Act of 2026Read twice and referred to the Committee on Finance.
- Regulations from the Executive in Need of Scrutiny Act of 2025Read twice and referred to the Committee on Homeland Security and Governmental Affairs.
- Law Enforcement Officer and Firefighter Recreation Pass ActRead twice and referred to the Committee on Energy and Natural Resources.
- Restore VA Accountability Act of 2025Committee on Veterans' Affairs. Hearings held.
- Veterans Health Care Freedom ActCommittee on Veterans' Affairs. Hearings held. Hearings printed: S.Hrg. 119-86.
- Veterans’ Assuring Critical Care Expansions to Support Servicemembers (ACCESS) Act of 2025Committee on Veterans' Affairs. Ordered to be reported with an amendment in the nature of a substitute favorably.
- American Seafood Competitiveness Act of 2026Read twice and referred to the Committee on Agriculture, Nutrition, and Forestry.
- Native American Housing Assistance and Self-Determination Modernization Act of 2026Read twice and referred to the Committee on Indian Affairs.
- Preventing Youth Homelessness Demonstration Act of 2026Read twice and referred to the Committee on Health, Education, Labor, and Pensions.
- TIME for Overdose Justice ActRead twice and referred to the Committee on the Judiciary.
- Critical Access for Veterans Care ActCommittee on Veterans' Affairs. Ordered to be reported with an amendment in the nature of a substitute favorably.