U.S. Senator
John R. Curtis
RSenateUtah
U.S. Senator (R) for Utah, 66 years old, formerly mayor of provo, utah, (2009–2017).
Tenure
Senator since 2017
Born
Ogden, Weber County, Utah, 1960
Prior career
- Mayor of Provo, Utah, (2009–2017)
Education
- B.S. Brigham Young University (1985)
Full biography
CURTIS, John R., a Representative and a Senator from Utah; born in Ogden, Weber County, Utah, May 10, 1960; graduated from Skyline High School, Salt Lake City, Utah, 1978; attended University of Utah, Salt Lake City, Utah, 1979; B.S., Brigham Young University, Provo, Utah, 1985; sales representative; business executive; Mayor of Provo, Utah, 2009-2017; elected as a Republican to the One Hundred Fifteenth Congress, by special election, to fill the vacancy caused by the resignation of United States Representative Jason Chaffetz, and reelected to the three succeeding Congresses (November 7, 2017-January 3, 2025); was not a candidate for reelection to the House of Representatives but was elected as a Republican to the United States Senate in 2024 for the term ending January 3, 2031.
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
$0
Volume YTD
168d
Avg hold
74
Conflicts
Public financial disclosure
Self-reported via the Senate EFD annual disclosure — values are disclosed as ranges, not exact dollars.
Disclosed net worth
⚑ 3 sector overlaps$-1.6M – $26.1M
Assets minus liabilities, summed across the 25+ disclosed positions.
- Liabilities
- $2M–$10M
- 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.
- Fieldpoint Private Banking$100,001 - $250,000Financial ServicesSenator on 4 committees including Committee on Commerce, Science, and Transportation holds Financial Services-sector security; this committee has substantive jurisdiction over this sector.
- Zions Bank Checking Account$50,001 - $100,000Financial ServicesSenator on 4 committees including Committee on Commerce, Science, and Transportation holds Financial Services-sector security; this committee has substantive jurisdiction over this sector.
- Zions Bank Checking Account$1,001 - $15,000Financial ServicesSenator on 4 committees including Committee on Commerce, Science, and Transportation holds Financial Services-sector security; this committee has substantive jurisdiction over this sector.
Largest holdings
- 1.Sundance Debt Partners, LLC$1,000,001 - $5,000,000
- 2.PEG Opportunity Zone Investors LLC$1,000,001 - $5,000,000
- 3.Commercial Property$1,000,001 - $5,000,000
- 4.IVViShares Core S&P 500 ETF$500,001 - $1,000,000
- 5.Cynosure Partners III, LP$500,001 - $1,000,000
- 6.ATI Founders, Inc.$500,001 - $1,000,000
- 7.Provo Rental$500,001 - $1,000,000
- 8.IVViShares Core S&P 500 ETF$250,001 - $500,000
- 9.Peak Ventures Fund II, L.P.$250,001 - $500,000
- 10.North Ogden Residential Property$250,001 - $500,000
- 11.Parcel #16-044-0006$250,001 - $500,000
- 12.North Ogden Residential Property$250,001 - $500,000
- 13.IEFAiShares Core MSCI EAFE ETF$250,001 - $500,000
- 14.IEMGiShares Core MSCI Emerging Markets ETF$100,001 - $250,000
- 15.Commercial Real Estate$100,001 - $250,000
- 16.Bear Lake Rental$100,001 - $250,000
- 17.BNDVanguard Total Bond Market ETF$100,001 - $250,000
- 18.Commercial Real Estate$100,001 - $250,000
- 19.VOVanguard Mid-Cap ETF$100,001 - $250,000
- 20.Fieldpoint Private Banking⚑Financial Services$100,001 - $250,000
- 21.IEFAiShares Core MSCI EAFE ETF$100,001 - $250,000
- 22.DODIXDodge & Cox Income Fund - Class I$50,001 - $100,000
- 23.CSDIXCohen & Steers Real Estate Securities Fund Inc.$50,001 - $100,000
- 24.AGGiShares Core U.S. Aggregate Bond ETF$50,001 - $100,000
- 25.IJRiShares Core S&P Small-Cap ETF$50,001 - $100,000
Track record by window
5 years
+$132.9K
+95.7%
Gross flow$1.8M
Trades208
Bought / Sold77·131
Open book37%
Public-record gap+95.0%
Disclosed trades · 100
All filings →●Filed Dec 15, 2023·traded Dec 4, 2023
↓sold
Goldman Sachs Group, Inc. (GS)(GS)$1K-$15K
11 days to disclose
Missed gain·−$13.2K-165.3%
−109.0% vs S&P 500●Filed Dec 15, 2023·traded Dec 4, 2023
↓sold
Elevance Health, Inc. (ELV)(ELV)$1K-$15K
11 days to disclose
⚑ Healthcare · Committee on Commerce, Science, and TransportationSmart sell·+$2.3K+28.6%
+85.0% vs S&P 500●Filed Dec 15, 2023·traded Dec 4, 2023
↓sold
Starbucks Corporation (SBUX)(SBUX)$1K-$15K
11 days to disclose
⚑ Consumer Cyclical · Committee on Commerce, Science, and TransportationMissed gain·−$88-1.1%
+55.2% vs S&P 500●Filed Dec 15, 2023·traded Dec 4, 2023
↓sold
Texas Instruments Incorporated (TXN)(TXN)$1K-$15K
11 days to discloseJoint
⚑ Technology · Committee on Commerce, Science, and TransportationMissed gain·−$6.1K-76.1%
−19.7% vs S&P 500●Filed Dec 15, 2023·traded Dec 4, 2023
↓sold
ConocoPhillips (COP)(COP)$1K-$15K
11 days to disclose
⚑ Energy · Committee on Environment and Public WorksFlat·+0.0%
+36.7% vs S&P 500●Filed Dec 15, 2023·traded Dec 4, 2023
↓sold
Salesforce, Inc. (CRM)(CRM)$1K-$15K
11 days to disclose
⚑ Technology · Committee on Commerce, Science, and TransportationFlat·+0.0%
+102.0% vs S&P 500●Filed Dec 15, 2023·traded Dec 4, 2023
↓sold
E
Edwards Lifesciences Corporation (EW)(EW)$1K-$15K11 days to discloseJoint
⚑ Healthcare · Committee on Commerce, Science, and TransportationFlat·+0.0%
+12.4% vs S&P 500●Filed Dec 15, 2023·traded Dec 4, 2023
↓sold
Meta Platforms, Inc. - Class A (META)(META)$1K-$15K
11 days to discloseJoint
⚑ Technology · Committee on Commerce, Science, and TransportationFlat·+0.0%
+102.0% vs S&P 500●Filed Dec 15, 2023·traded Dec 4, 2023
↓sold
Chevron Corporation (CVX)(CVX)$1K-$15K
11 days to disclose
⚑ Energy · Committee on Environment and Public WorksFlat·+0.0%
+36.7% vs S&P 500●Filed Dec 15, 2023·traded Dec 4, 2023
↓sold
B
Boston Scientific Corporation (BSX)(BSX)$1K-$15K11 days to discloseJoint
⚑ Healthcare · Committee on Commerce, Science, and TransportationMissed gain·−$1.1K-13.3%
+43.0% vs S&P 500●Filed Dec 15, 2023·traded Dec 4, 2023
↓sold
S
Sherwin-Williams Company (SHW)(SHW)$1K-$15K11 days to discloseJoint
⚑ Basic Materials · Committee on Environment and Public WorksMissed gain·−$1.6K-20.0%
+36.3% vs S&P 500●Filed Dec 15, 2023·traded Dec 4, 2023
↓sold
Costco Wholesale Corporation (COST)(COST)$1K-$15K
11 days to discloseJoint
Missed gain·−$5.5K-68.8%
−12.5% vs S&P 500●Filed Dec 15, 2023·traded Dec 4, 2023
↓sold
Microsoft Corporation (MSFT)(MSFT)$1K-$15K
11 days to disclose
⚑ Technology · Committee on Commerce, Science, and TransportationFlat·+0.0%
+102.0% vs S&P 500●Filed Dec 15, 2023·traded Dec 4, 2023
↓sold
V
Valero Energy Corporation (VLO)(VLO)$1K-$15K11 days to discloseJoint
⚑ Energy · Committee on Environment and Public WorksMissed gain·−$6.9K-86.5%
−30.2% vs S&P 500●Filed Dec 15, 2023·traded Dec 4, 2023
↓sold
Lam Research Corporation (LRCX)(LRCX)$1K-$15K
11 days to discloseJoint
⚑ Technology · Committee on Commerce, Science, and TransportationMissed gain·−$22.2K-277.1%
−220.8% vs S&P 500●Filed Dec 15, 2023·traded Dec 4, 2023
↓sold
I
Intercontinental Exchange Inc. (ICE)(ICE)$1K-$15K11 days to discloseJoint
Missed gain·−$3K-37.7%
+18.6% vs S&P 500●Filed Dec 15, 2023·traded Dec 4, 2023
↓sold
Honeywell International Inc. (HON)(HON)$1K-$15K
11 days to discloseJoint
⚑ Industrials · Committee on Environment and Public WorksMissed gain·−$1.1K-14.0%
+42.3% vs S&P 500●Filed Dec 15, 2023·traded Dec 4, 2023
↓sold
Hilton Worldwide Holdings Inc. (HLT)(HLT)$1K-$15K
11 days to discloseJoint
⚑ Consumer Cyclical · Committee on Commerce, Science, and TransportationMissed gain·−$7.7K-95.6%
−39.3% vs S&P 500●Filed Dec 15, 2023·traded Dec 4, 2023
↓sold
Emerson Electric Company (EMR)(EMR)$1K-$15K
11 days to discloseJoint
⚑ Industrials · Committee on Environment and Public WorksMissed gain·−$4.7K-59.0%
−2.7% vs S&P 500●Filed Dec 15, 2023·traded Dec 4, 2023
↓sold
Chipotle Mexican Grill, Inc. (CMG)(CMG)$1K-$15K
11 days to discloseJoint
⚑ Consumer Cyclical · Committee on Commerce, Science, and TransportationSmart sell·+$1.8K+22.9%
+79.2% vs S&P 500●Filed Dec 15, 2023·traded Dec 4, 2023
↓sold
Advanced Micro Devices, Inc. (AMD)(AMD)$1K-$15K
11 days to discloseJoint
⚑ Technology · Committee on Commerce, Science, and TransportationMissed gain·−$15.5K-193.3%
−137.0% vs S&P 500●Filed Dec 15, 2023·traded Dec 4, 2023
↓sold
Thermo Fisher Scientific Inc (TMO)(TMO)$1K-$15K
11 days to discloseJoint
⚑ Healthcare · Committee on Commerce, Science, and TransportationFlat·+0.0%
+12.4% vs S&P 500●Filed Dec 15, 2023·traded Dec 4, 2023
↓sold
Visa Inc. (V)(V)$1K-$15K
11 days to disclose
Missed gain·−$1.7K-21.6%
+34.7% vs S&P 500●Filed Dec 15, 2023·traded Dec 4, 2023
↓sold
Common Stock (UNH)(UNH)$1K-$15K
11 days to disclose
⚑ Healthcare · Committee on Commerce, Science, and TransportationSmart sell·+$2.8K+35.3%
+91.6% vs S&P 500●Filed Dec 15, 2023·traded Dec 4, 2023
↓sold
U
Union Pacific Corporation (UNP)(UNP)$1K-$15K11 days to disclose
⚑ Transportation · Committee on Commerce, Science, and TransportationMissed gain·−$1.2K-14.9%
+41.5% vs S&P 500●Filed Dec 15, 2023·traded Dec 4, 2023
↓sold
T-Mobile US, Inc. (TMUS)(TMUS)$1K-$15K
11 days to disclose
⚑ Telecom · Committee on Commerce, Science, and TransportationMissed gain·−$1.9K-24.2%
+32.1% vs S&P 500●Filed Dec 15, 2023·traded Dec 4, 2023
↓sold
S
S&P Global Inc. (SPGI)(SPGI)$1K-$15K11 days to disclose
Missed gain·−$238-3.0%
+53.4% vs S&P 500●Filed Dec 15, 2023·traded Dec 4, 2023
↓sold
Procter & Gamble Company (PG)(PG)$1K-$15K
11 days to disclose
Smart sell·+$204+2.6%
+58.9% vs S&P 500●Filed Dec 15, 2023·traded Dec 4, 2023
↓sold
Pepsico, Inc. (PEP)(PEP)$1K-$15K
11 days to disclose
Smart sell·+$648+8.1%
+64.4% vs S&P 500●Filed Dec 15, 2023·traded Dec 4, 2023
↓sold
Palo Alto Networks, Inc. (PANW)(PANW)$1K-$15K
11 days to disclose
⚑ Technology · Committee on Commerce, Science, and TransportationFlat·+0.0%
+102.0% vs S&P 500●Filed Dec 15, 2023·traded Dec 4, 2023
↓sold
NVIDIA Corporation (NVDA)(NVDA)$1K-$15K
11 days to disclose
⚑ Technology · Committee on Commerce, Science, and TransportationMissed gain·−$28.6K-357.6%
−301.3% vs S&P 500●Filed Dec 15, 2023·traded Dec 4, 2023
↓sold
Nike, Inc. (NKE)(NKE)$1K-$15K
11 days to disclose
⚑ Consumer Cyclical · Committee on Commerce, Science, and TransportationSmart sell·+$4.9K+61.2%
+117.5% vs S&P 500●Filed Dec 15, 2023·traded Dec 4, 2023
↓sold
Mastercard Incorporated (MA)(MA)$1K-$15K
11 days to disclose
Flat·+0.0%
+43.5% vs S&P 500●Filed Dec 15, 2023·traded Dec 4, 2023
↓sold
JP Morgan Chase & Co. (JPM)(JPM)$1K-$15K
11 days to disclose
Missed gain·−$7.6K-95.1%
−38.8% vs S&P 500●Filed Dec 15, 2023·traded Dec 4, 2023
↓sold
Home Depot, Inc. (HD)(HD)$1K-$15K
11 days to disclose
⚑ Consumer Cyclical · Committee on Commerce, Science, and TransportationMissed gain·−$293-3.7%
+52.7% vs S&P 500●Filed Dec 15, 2023·traded Dec 4, 2023
↓sold
F
Fiserv, Inc. (FI)(FI)$1K-$15K11 days to discloseprice pending
⚑ Technology · Committee on Commerce, Science, and Transportation●Filed Dec 15, 2023·traded Dec 4, 2023
↓sold
Caterpillar, Inc. (CAT)(CAT)$1K-$15K
11 days to disclose
⚑ Industrials · Committee on Environment and Public WorksMissed gain·−$18.1K-226.1%
−169.8% vs S&P 500●Filed Dec 15, 2023·traded Dec 4, 2023
↓sold
BlackRock, Inc. (BLK)(BLK)$1K-$15K
11 days to disclose
Missed gain·−$3.1K-38.1%
+18.2% vs S&P 500●Filed Dec 15, 2023·traded Dec 4, 2023
↓sold
(BRK.B)(BRK.B)$1K-$15K
11 days to discloseprice pending
●Filed Dec 15, 2023·traded Dec 4, 2023
↓sold
A
AutoZone, Inc. (AZO)(AZO)$1K-$15K11 days to discloseprice pending
⚑ Consumer Cyclical · Committee on Commerce, Science, and Transportation●Filed Dec 15, 2023·traded Dec 4, 2023
↓sold
A
Applied Materials, Inc. (AMAT)(AMAT)$1K-$15K11 days to disclose
⚑ Technology · Committee on Commerce, Science, and TransportationMissed gain·−$14.5K-181.3%
−124.9% vs S&P 500●Filed Dec 15, 2023·traded Dec 4, 2023
↓sold
Apple Inc. (AAPL)(AAPL)$1K-$15K
11 days to disclose
⚑ Technology · Committee on Commerce, Science, and TransportationMissed gain·−$3.4K-43.1%
+13.2% vs S&P 500●Filed Dec 15, 2023·traded Dec 4, 2023
↓sold
American Express Company (AXP)(AXP)$1K-$15K
11 days to discloseJoint
Missed gain·−$6.5K-81.3%
−25.0% vs S&P 500●Filed Dec 15, 2023·traded Dec 4, 2023
↓sold
(GOOG)(GOOG)$15K-$50K
11 days to disclose
⚑ Technology · Committee on Commerce, Science, and TransportationFlat·+0.0%
+102.0% vs S&P 500●Filed Dec 15, 2023·traded Dec 4, 2023
↓sold
Abbott Laboratories (ABT)(ABT)$1K-$15K
11 days to disclose
⚑ Healthcare · Committee on Commerce, Science, and TransportationSmart sell·+$1.1K+13.4%
+69.7% vs S&P 500●Filed Dec 15, 2023·traded Dec 4, 2023
↓sold
(CMCSA)(CMCSA)$1K-$15K
11 days to disclose
⚑ Telecom · Committee on Commerce, Science, and TransportationFlat·+0.0%
+67.0% vs S&P 500●Filed Dec 15, 2023·traded Dec 4, 2023
↓sold
Adobe Inc. (ADBE)(ADBE)$1K-$15K
11 days to disclose
⚑ Technology · Committee on Commerce, Science, and TransportationFlat·+0.0%
+102.0% vs S&P 500●Filed Dec 15, 2023·traded Dec 4, 2023
↓sold
S
Constellation Brands, Inc. (STZ)(STZ)$1K-$15K11 days to disclose
Smart sell·+$2.8K+35.1%
+91.4% vs S&P 500●Filed Dec 15, 2023·traded Dec 4, 2023
↓sold
C
CSX Corporation (CSX)(CSX)$1K-$15K11 days to disclose
⚑ Transportation · Committee on Commerce, Science, and TransportationMissed gain·−$2.8K-34.9%
+21.4% vs S&P 500●Filed Dec 15, 2023·traded Dec 4, 2023
↓sold
Danaher Corporation (DHR)(DHR)$1K-$15K
11 days to disclose
⚑ Healthcare · Committee on Commerce, Science, and TransportationSmart sell·+$1.6K+20.2%
+76.5% vs S&P 500●Filed Dec 15, 2023·traded Dec 4, 2023
↓sold
Deere & Company (DE)(DE)$1K-$15K
11 days to disclose
⚑ Industrials · Committee on Environment and Public WorksMissed gain·−$4.2K-52.5%
+3.8% vs S&P 500●Filed Oct 4, 2023·traded Sep 13, 2023
↑boughtPalo Alto Networks, Inc. (PANW)(PANW)$1K-$15K
21 days to discloseJoint
⚑ Technology · Committee on Commerce, Science, and TransportationGood buy·+$3.6K+45.0%
−14.9% vs S&P 500●Filed Oct 4, 2023·traded Sep 13, 2023
↑boughtEmerson Electric Company (EMR)(EMR)$1K-$15K
21 days to discloseJoint
⚑ Industrials · Committee on Environment and Public WorksGood buy·+$3.6K+44.7%
−15.2% vs S&P 500●Filed Oct 4, 2023·traded Sep 13, 2023
↓sold
U
Union Pacific Corporation (UNP)(UNP)$1K-$15K21 days to disclose
⚑ Transportation · Committee on Commerce, Science, and TransportationFlat·+0.0%
+66.7% vs S&P 500●Filed Oct 4, 2023·traded Sep 13, 2023
↑bought
Johnson & Johnson (JNJ)(JNJ)$1K-$15K
21 days to disclose
⚑ Pharmaceutical · Committee on Commerce, Science, and TransportationGood buy·+$3.3K+41.1%
+29.2% vs S&P 500●Filed Oct 4, 2023·traded Sep 13, 2023
↓soldAbbott Laboratories (ABT)(ABT)$1K-$15K
21 days to disclose
⚑ Healthcare · Committee on Commerce, Science, and TransportationSmart sell·+$901+11.3%
+71.2% vs S&P 500●Filed Oct 4, 2023·traded Sep 13, 2023
↑boughtAdobe Inc. (ADBE)(ADBE)$1K-$15K
21 days to disclose
⚑ Technology · Committee on Commerce, Science, and TransportationBad buy·−$4.5K-55.7%
−115.6% vs S&P 500●Filed Oct 4, 2023·traded Sep 13, 2023
↑bought
Eli Lilly and Company (LLY)(LLY)$1K-$15K
21 days to disclose
⚑ Pharmaceutical · Committee on Commerce, Science, and TransportationGood buy·+$3.8K+47.6%
−12.3% vs S&P 500●Filed Aug 7, 2023·traded Jun 21, 2023
↓soldAdvanced Micro Devices, Inc. (AMD)(AMD)$1K-$15K
47 days to disclose · 2 past 45-day windowJoint
⚑ Technology · Committee on Commerce, Science, and TransportationFlat·+0.0%
+118.9% vs S&P 500●Filed Aug 7, 2023·traded Jun 21, 2023
↑bought
E
Edwards Lifesciences Corporation (EW)(EW)$1K-$15K47 days to disclose · 2 past 45-day windowJoint
⚑ Healthcare · Committee on Commerce, Science, and TransportationBad buy·−$610-7.6%
−71.8% vs S&P 500●Filed Aug 7, 2023·traded Jun 21, 2023
↑bought
V
Valero Energy Corporation (VLO)(VLO)$1K-$15K47 days to disclose · 2 past 45-day windowJoint
⚑ Energy · Committee on Environment and Public WorksGood buy·+$8.9K+111.3%
+47.2% vs S&P 500●Filed Aug 7, 2023·traded Jun 21, 2023
↓soldLam Research Corporation (LRCX)(LRCX)$1K-$15K
47 days to disclose · 2 past 45-day windowJoint
⚑ Technology · Committee on Commerce, Science, and TransportationMissed gain·−$27.4K-342.0%
−277.9% vs S&P 500●Filed Aug 7, 2023·traded Jun 21, 2023
↑bought
Coca-Cola Company (KO)(KO)$1K-$15K
47 days to disclose · 2 past 45-day window
Good buy·+$2K+24.7%
−39.4% vs S&P 500●Filed Aug 7, 2023·traded Jun 21, 2023
↓soldMicrosoft Corporation (MSFT)(MSFT)$1K-$15K
47 days to disclose · 2 past 45-day windowJoint
⚑ Technology · Committee on Commerce, Science, and TransportationFlat·+0.0%
+118.9% vs S&P 500●Filed Aug 7, 2023·traded Jun 21, 2023
↑bought
Sysco Corporation (SYY)(SYY)$1K-$15K
47 days to disclose · 2 past 45-day window
Good buy·+$436+5.5%
−58.7% vs S&P 500●Filed Aug 7, 2023·traded Jun 21, 2023
↑boughtT-Mobile US, Inc. (TMUS)(TMUS)$1K-$15K
47 days to disclose · 2 past 45-day window
⚑ Telecom · Committee on Commerce, Science, and TransportationGood buy·+$3.6K+45.6%
−35.8% vs S&P 500●Filed Aug 7, 2023·traded Jun 21, 2023
↑boughtCommon Stock (UNH)(UNH)$1K-$15K
47 days to disclose · 2 past 45-day window
⚑ Healthcare · Committee on Commerce, Science, and TransportationBad buy·−$2K-25.6%
−89.7% vs S&P 500●Filed Aug 7, 2023·traded Jun 21, 2023
↓sold
A
Applied Materials, Inc. (AMAT)(AMAT)$1K-$15K47 days to disclose · 2 past 45-day windowJoint
⚑ Technology · Committee on Commerce, Science, and TransportationMissed gain·−$16.4K-205.1%
−141.0% vs S&P 500●Filed Aug 7, 2023·traded Jun 21, 2023
↑bought
S
Sherwin-Williams Company (SHW)(SHW)$1K-$15K47 days to disclose · 2 past 45-day windowJoint
⚑ Basic Materials · Committee on Environment and Public WorksGood buy·+$2.9K+36.6%
−27.6% vs S&P 500●Filed Aug 7, 2023·traded Jun 21, 2023
↓sold
A
2000091701 JT Anthem, Inc. (ANTM)(ANTM)$1K-$15K47 days to disclose · 2 past 45-day windowprice pending
●Filed May 10, 2023·traded Apr 27, 2023
↑boughtStarbucks Corporation (SBUX)(SBUX)$1K-$15K
13 days to disclose
⚑ Consumer Cyclical · Committee on Commerce, Science, and TransportationBad buy·−$1.1K-13.5%
−75.5% vs S&P 500●Filed May 10, 2023·traded Apr 26, 2023
↓soldElevance Health, Inc. (ELV)(ELV)$1K-$15K
14 days to disclose
⚑ Healthcare · Committee on Commerce, Science, and TransportationSmart sell·+$1.9K+23.8%
+100.4% vs S&P 500●Filed May 10, 2023·traded Apr 26, 2023
↑bought
E
Edwards Lifesciences Corporation (EW)(EW)$1K-$15K14 days to discloseJoint
⚑ Healthcare · Committee on Commerce, Science, and TransportationBad buy·−$298-3.7%
−80.3% vs S&P 500●Filed May 10, 2023·traded Apr 26, 2023
↑bought(BRK.B)(BRK.B)$1K-$15K
14 days to discloseprice pending
●Filed May 10, 2023·traded Apr 26, 2023
↓sold
B
Boston Scientific Corporation (BSX)(BSX)$1K-$15K14 days to discloseJoint
⚑ Healthcare · Committee on Commerce, Science, and TransportationFlat·+0.0%
+12.8% vs S&P 500●Filed May 10, 2023·traded Apr 26, 2023
↑boughtCaterpillar, Inc. (CAT)(CAT)$1K-$15K
14 days to disclose
⚑ Industrials · Committee on Environment and Public WorksGood buy·+$25.8K+322.2%
+242.8% vs S&P 500●Filed May 10, 2023·traded Apr 26, 2023
↓soldNVIDIA Corporation (NVDA)(NVDA)$1K-$15K
14 days to disclose
⚑ Technology · Committee on Commerce, Science, and TransportationFlat·+0.0%
+153.4% vs S&P 500●Filed May 10, 2023·traded Apr 26, 2023
↑bought
C
CSX Corporation (CSX)(CSX)$1K-$15K14 days to disclose
⚑ Transportation · Committee on Commerce, Science, and TransportationGood buy·+$4.1K+50.7%
−25.9% vs S&P 500●Filed Mar 27, 2023·traded Mar 16, 2023
↓sold
Bank of America Corporation (BAC)(BAC)$1K-$15K
11 days to discloseJoint
Missed gain·−$6.4K-79.7%
+0.6% vs S&P 500●Filed Mar 27, 2023·traded Mar 16, 2023
↑bought(BRK.B)(BRK.B)$1K-$15K
11 days to discloseprice pending
●Filed Mar 27, 2023·traded Mar 14, 2023
↑bought
F
FIRST REPUBLIC BANK (FRC)(FRC)$15K-$30K13 days to discloseprice pending
●Filed Mar 13, 2023·traded Feb 23, 2023
↓sold
Amazon.com, Inc. (AMZN)(AMZN)$1K-$15K
Amazon.com, Inc. (AMZN)(AMZN)$1K-$15K18 days to disclose
⚑ Technology · Committee on Commerce, Science, and TransportationFlat·+0.0%
+167.2% vs S&P 500●Filed Mar 13, 2023·traded Feb 23, 2023
↓soldJP Morgan Chase & Co. (JPM)(JPM)$1K-$15K
18 days to disclose
Flat·+0.0%
+45.5% vs S&P 500●Filed Mar 13, 2023·traded Feb 23, 2023
↓soldChevron Corporation (CVX)(CVX)$1K-$15K
18 days to disclose
⚑ Energy · Committee on Environment and Public WorksMissed gain·−$1.2K-14.4%
+63.8% vs S&P 500●Filed Mar 13, 2023·traded Feb 23, 2023
↓soldThermo Fisher Scientific Inc (TMO)(TMO)$1K-$15K
18 days to discloseJoint
⚑ Healthcare · Committee on Commerce, Science, and TransportationFlat·+0.0%
+14.1% vs S&P 500●Filed Mar 13, 2023·traded Feb 23, 2023
↓soldAlphabet Inc. - Class A (GOOGL)(GOOGL)$1K-$15K
18 days to disclose
⚑ Technology · Committee on Commerce, Science, and TransportationFlat·+0.0%
+167.2% vs S&P 500●Filed Mar 13, 2023·traded Feb 23, 2023
↓soldApple Inc. (AAPL)(AAPL)$1K-$15K
18 days to disclose
⚑ Technology · Committee on Commerce, Science, and TransportationMissed gain·−$6.5K-81.4%
−3.2% vs S&P 500●Filed Mar 13, 2023·traded Feb 23, 2023
↓sold
B
Boston Scientific Corporation (BSX)(BSX)$1K-$15K18 days to discloseJoint
⚑ Healthcare · Committee on Commerce, Science, and TransportationMissed gain·−$2.5K-31.6%
+46.6% vs S&P 500●Filed Mar 13, 2023·traded Feb 23, 2023
↓sold
Raytheon Technologies Corporation (RTX)(RTX)$1K-$15K
18 days to discloseJoint
⚑ Defense · Committee on Foreign RelationsMissed gain·−$6K-74.9%
+3.3% vs S&P 500●Filed Mar 13, 2023·traded Feb 23, 2023
↓soldCommon Stock (UNH)(UNH)$1K-$15K
18 days to disclose
⚑ Healthcare · Committee on Commerce, Science, and TransportationSmart sell·+$2.2K+27.8%
+106.0% vs S&P 500●Filed Mar 13, 2023·traded Feb 23, 2023
↓soldProcter & Gamble Company (PG)(PG)$1K-$15K
18 days to disclose
Missed gain·−$464-5.8%
+72.4% vs S&P 500●Filed Mar 13, 2023·traded Feb 23, 2023
↓soldNVIDIA Corporation (NVDA)(NVDA)$1K-$15K
18 days to disclose
⚑ Technology · Committee on Commerce, Science, and TransportationFlat·+0.0%
+167.2% vs S&P 500●Filed Mar 13, 2023·traded Feb 23, 2023
↓sold(META)(META)$1K-$15K
18 days to disclose
⚑ Technology · Committee on Commerce, Science, and TransportationMissed gain·−$23.4K-292.4%
−214.2% vs S&P 500●Filed Mar 13, 2023·traded Feb 23, 2023
↓soldMicrosoft Corporation (MSFT)(MSFT)$1K-$15K
18 days to disclose
⚑ Technology · Committee on Commerce, Science, and TransportationFlat·+0.0%
+167.2% vs S&P 500●Filed Mar 13, 2023·traded Feb 23, 2023
↓soldMastercard Incorporated (MA)(MA)$1K-$15K
18 days to disclose
Missed gain·−$3.3K-41.8%
+36.4% vs S&P 500●Filed Mar 13, 2023·traded Feb 23, 2023
↓sold(COST)(COST)$1K-$15K
18 days to disclose
Flat·+0.0%
+14.2% vs S&P 500●Filed Jan 10, 2023·traded Dec 20, 2022
↓sold
Fiserv, Inc. (FISV)(FISV)$1K-$15K
21 days to disclose
⚑ Technology · Committee on Commerce, Science, and TransportationSmart sell·+$3.1K+38.9%
+126.5% vs S&P 500●Filed Jan 10, 2023·traded Dec 20, 2022
↑boughtElevance Health, Inc. (ELV)(ELV)$1K-$15K
21 days to disclose
⚑ Healthcare · Committee on Commerce, Science, and TransportationBad buy·−$2.5K-31.7%
−119.3% vs S&P 500●Filed Jan 10, 2023·traded Dec 20, 2022
↓sold
F
FIRST REPUBLIC BANK (FRC)(FRC)$1K-$15K21 days to discloseprice pending
●Filed Jan 10, 2023·traded Dec 20, 2022
↓soldJP Morgan Chase & Co. (JPM)(JPM)$1K-$15K
21 days to disclose
Missed gain·−$10.9K-135.9%
−48.3% vs S&P 500| Filed | Trade date | Type | Stock | Smart move? | Size |
|---|---|---|---|---|---|
| Dec 15, 2023 | Dec 4, 2023 11 days to disclose | ↓sold | Goldman Sachs Group, Inc. (GS) Northwestern Mutual - Joint | Missed gain·−$13.2K-165.3% −109.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Dec 15, 2023 | Dec 4, 2023 11 days to disclose | ↓sold | Elevance Health, Inc. (ELV) Northwestern Mutual - Joint ⚑ Healthcare · Committee on Commerce, Science, and Transportation | Smart sell·+$2.3K+28.6% +85.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Dec 15, 2023 | Dec 4, 2023 11 days to disclose | ↓sold | Starbucks Corporation (SBUX) Northwestern Mutual - Joint ⚑ Consumer Cyclical · Committee on Commerce, Science, and Transportation | Missed gain·−$88-1.1% +55.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Dec 15, 2023 | Dec 4, 2023 11 days to disclose | ↓sold | Texas Instruments Incorporated (TXN) Northwestern Mutual - Joint ⚑ Technology · Committee on Commerce, Science, and Transportation | Missed gain·−$6.1K-76.1% −19.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Dec 15, 2023 | Dec 4, 2023 11 days to disclose | ↓sold | ConocoPhillips (COP) Northwestern Mutual - Joint ⚑ Energy · Committee on Environment and Public Works | Flat·+0.0% +36.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Dec 15, 2023 | Dec 4, 2023 11 days to disclose | ↓sold | Salesforce, Inc. (CRM) Northwestern Mutual - Joint ⚑ Technology · Committee on Commerce, Science, and Transportation | Flat·+0.0% +102.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Dec 15, 2023 | Dec 4, 2023 11 days to disclose | ↓sold | E EWJointEdwards Lifesciences Corporation (EW) Northwestern Mutual - Joint ⚑ Healthcare · Committee on Commerce, Science, and Transportation | Flat·+0.0% +12.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Dec 15, 2023 | Dec 4, 2023 11 days to disclose | ↓sold | Meta Platforms, Inc. - Class A (META) Northwestern Mutual - Joint ⚑ Technology · Committee on Commerce, Science, and Transportation | Flat·+0.0% +102.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Dec 15, 2023 | Dec 4, 2023 11 days to disclose | ↓sold | Chevron Corporation (CVX) Northwestern Mutual - Joint ⚑ Energy · Committee on Environment and Public Works | Flat·+0.0% +36.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Dec 15, 2023 | Dec 4, 2023 11 days to disclose | ↓sold | B BSXJointBoston Scientific Corporation (BSX) Northwestern Mutual - Joint ⚑ Healthcare · Committee on Commerce, Science, and Transportation | Missed gain·−$1.1K-13.3% +43.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Dec 15, 2023 | Dec 4, 2023 11 days to disclose | ↓sold | S SHWJointSherwin-Williams Company (SHW) Northwestern Mutual - Joint ⚑ Basic Materials · Committee on Environment and Public Works | Missed gain·−$1.6K-20.0% +36.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Dec 15, 2023 | Dec 4, 2023 11 days to disclose | ↓sold | Costco Wholesale Corporation (COST) Northwestern Mutual - Joint | Missed gain·−$5.5K-68.8% −12.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Dec 15, 2023 | Dec 4, 2023 11 days to disclose | ↓sold | Microsoft Corporation (MSFT) Northwestern Mutual - Joint ⚑ Technology · Committee on Commerce, Science, and Transportation | Flat·+0.0% +102.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Dec 15, 2023 | Dec 4, 2023 11 days to disclose | ↓sold | V VLOJointValero Energy Corporation (VLO) Northwestern Mutual - Joint ⚑ Energy · Committee on Environment and Public Works | Missed gain·−$6.9K-86.5% −30.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Dec 15, 2023 | Dec 4, 2023 11 days to disclose | ↓sold | Lam Research Corporation (LRCX) Northwestern Mutual - Joint ⚑ Technology · Committee on Commerce, Science, and Transportation | Missed gain·−$22.2K-277.1% −220.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Dec 15, 2023 | Dec 4, 2023 11 days to disclose | ↓sold | I ICEJointIntercontinental Exchange Inc. (ICE) Northwestern Mutual - Joint | Missed gain·−$3K-37.7% +18.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Dec 15, 2023 | Dec 4, 2023 11 days to disclose | ↓sold | Honeywell International Inc. (HON) Northwestern Mutual - Joint ⚑ Industrials · Committee on Environment and Public Works | Missed gain·−$1.1K-14.0% +42.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Dec 15, 2023 | Dec 4, 2023 11 days to disclose | ↓sold | Hilton Worldwide Holdings Inc. (HLT) Northwestern Mutual - Joint ⚑ Consumer Cyclical · Committee on Commerce, Science, and Transportation | Missed gain·−$7.7K-95.6% −39.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Dec 15, 2023 | Dec 4, 2023 11 days to disclose | ↓sold | Emerson Electric Company (EMR) Northwestern Mutual - Joint ⚑ Industrials · Committee on Environment and Public Works | Missed gain·−$4.7K-59.0% −2.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Dec 15, 2023 | Dec 4, 2023 11 days to disclose | ↓sold | Chipotle Mexican Grill, Inc. (CMG) Northwestern Mutual - Joint ⚑ Consumer Cyclical · Committee on Commerce, Science, and Transportation | Smart sell·+$1.8K+22.9% +79.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Dec 15, 2023 | Dec 4, 2023 11 days to disclose | ↓sold | Advanced Micro Devices, Inc. (AMD) Northwestern Mutual - Joint ⚑ Technology · Committee on Commerce, Science, and Transportation | Missed gain·−$15.5K-193.3% −137.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Dec 15, 2023 | Dec 4, 2023 11 days to disclose | ↓sold | Thermo Fisher Scientific Inc (TMO) Northwestern Mutual - Joint ⚑ Healthcare · Committee on Commerce, Science, and Transportation | Flat·+0.0% +12.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Dec 15, 2023 | Dec 4, 2023 11 days to disclose | ↓sold | Visa Inc. (V) Northwestern Mutual - Joint | Missed gain·−$1.7K-21.6% +34.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Dec 15, 2023 | Dec 4, 2023 11 days to disclose | ↓sold | Common Stock (UNH) Northwestern Mutual - Joint ⚑ Healthcare · Committee on Commerce, Science, and Transportation | Smart sell·+$2.8K+35.3% +91.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Dec 15, 2023 | Dec 4, 2023 11 days to disclose | ↓sold | U UNPUnion Pacific Corporation (UNP) Northwestern Mutual - Joint ⚑ Transportation · Committee on Commerce, Science, and Transportation | Missed gain·−$1.2K-14.9% +41.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Dec 15, 2023 | Dec 4, 2023 11 days to disclose | ↓sold | T-Mobile US, Inc. (TMUS) Northwestern Mutual - Joint ⚑ Telecom · Committee on Commerce, Science, and Transportation | Missed gain·−$1.9K-24.2% +32.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Dec 15, 2023 | Dec 4, 2023 11 days to disclose | ↓sold | S SPGIS&P Global Inc. (SPGI) Northwestern Mutual - Joint | Missed gain·−$238-3.0% +53.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Dec 15, 2023 | Dec 4, 2023 11 days to disclose | ↓sold | Procter & Gamble Company (PG) Northwestern Mutual - Joint | Smart sell·+$204+2.6% +58.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Dec 15, 2023 | Dec 4, 2023 11 days to disclose | ↓sold | Pepsico, Inc. (PEP) Northwestern Mutual - Joint | Smart sell·+$648+8.1% +64.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Dec 15, 2023 | Dec 4, 2023 11 days to disclose | ↓sold | Palo Alto Networks, Inc. (PANW) Northwestern Mutual - Joint ⚑ Technology · Committee on Commerce, Science, and Transportation | Flat·+0.0% +102.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Dec 15, 2023 | Dec 4, 2023 11 days to disclose | ↓sold | NVIDIA Corporation (NVDA) Northwestern Mutual - Joint ⚑ Technology · Committee on Commerce, Science, and Transportation | Missed gain·−$28.6K-357.6% −301.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Dec 15, 2023 | Dec 4, 2023 11 days to disclose | ↓sold | Nike, Inc. (NKE) Northwestern Mutual - Joint ⚑ Consumer Cyclical · Committee on Commerce, Science, and Transportation | Smart sell·+$4.9K+61.2% +117.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Dec 15, 2023 | Dec 4, 2023 11 days to disclose | ↓sold | Mastercard Incorporated (MA) Northwestern Mutual - Joint | Flat·+0.0% +43.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Dec 15, 2023 | Dec 4, 2023 11 days to disclose | ↓sold | JP Morgan Chase & Co. (JPM) Northwestern Mutual - Joint | Missed gain·−$7.6K-95.1% −38.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Dec 15, 2023 | Dec 4, 2023 11 days to disclose | ↓sold | Home Depot, Inc. (HD) Northwestern Mutual - Joint ⚑ Consumer Cyclical · Committee on Commerce, Science, and Transportation | Missed gain·−$293-3.7% +52.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Dec 15, 2023 | Dec 4, 2023 11 days to disclose | ↓sold | F FIFiserv, Inc. (FI) Northwestern Mutual - Joint ⚑ Technology · Committee on Commerce, Science, and Transportation | price pending | $1K-$15K $1,001 - $15,000 1.0% of book |
| Dec 15, 2023 | Dec 4, 2023 11 days to disclose | ↓sold | Caterpillar, Inc. (CAT) Northwestern Mutual - Joint ⚑ Industrials · Committee on Environment and Public Works | Missed gain·−$18.1K-226.1% −169.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Dec 15, 2023 | Dec 4, 2023 11 days to disclose | ↓sold | BlackRock, Inc. (BLK) Northwestern Mutual - Joint | Missed gain·−$3.1K-38.1% +18.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Dec 15, 2023 | Dec 4, 2023 11 days to disclose | ↓sold | (BRK.B) Northwestern Mutual - Joint | price pending | $1K-$15K $1,001 - $15,000 1.0% of book |
| Dec 15, 2023 | Dec 4, 2023 11 days to disclose | ↓sold | A AZOAutoZone, Inc. (AZO) Northwestern Mutual - Joint ⚑ Consumer Cyclical · Committee on Commerce, Science, and Transportation | price pending | $1K-$15K $1,001 - $15,000 1.0% of book |
| Dec 15, 2023 | Dec 4, 2023 11 days to disclose | ↓sold | A AMATApplied Materials, Inc. (AMAT) Northwestern Mutual - Joint ⚑ Technology · Committee on Commerce, Science, and Transportation | Missed gain·−$14.5K-181.3% −124.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Dec 15, 2023 | Dec 4, 2023 11 days to disclose | ↓sold | Apple Inc. (AAPL) Northwestern Mutual - Joint ⚑ Technology · Committee on Commerce, Science, and Transportation | Missed gain·−$3.4K-43.1% +13.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Dec 15, 2023 | Dec 4, 2023 11 days to disclose | ↓sold | American Express Company (AXP) | Missed gain·−$6.5K-81.3% −25.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Dec 15, 2023 | Dec 4, 2023 11 days to disclose | ↓sold | (GOOG) Northwestern Mutual - Joint ⚑ Technology · Committee on Commerce, Science, and Transportation | Flat·+0.0% +102.0% vs S&P 500 | $15K-$50K $15,001 - $50,000 3.9% of book |
| Dec 15, 2023 | Dec 4, 2023 11 days to disclose | ↓sold | Abbott Laboratories (ABT) Northwestern Mutual - Joint ⚑ Healthcare · Committee on Commerce, Science, and Transportation | Smart sell·+$1.1K+13.4% +69.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Dec 15, 2023 | Dec 4, 2023 11 days to disclose | ↓sold | (CMCSA) Northwestern Mutual - Joint ⚑ Telecom · Committee on Commerce, Science, and Transportation | Flat·+0.0% +67.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Dec 15, 2023 | Dec 4, 2023 11 days to disclose | ↓sold | Adobe Inc. (ADBE) Northwestern Mutual - Joint ⚑ Technology · Committee on Commerce, Science, and Transportation | Flat·+0.0% +102.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Dec 15, 2023 | Dec 4, 2023 11 days to disclose | ↓sold | S STZConstellation Brands, Inc. (STZ) Northwestern Mutual - Joint | Smart sell·+$2.8K+35.1% +91.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Dec 15, 2023 | Dec 4, 2023 11 days to disclose | ↓sold | C CSXCSX Corporation (CSX) Northwestern Mutual - Joint ⚑ Transportation · Committee on Commerce, Science, and Transportation | Missed gain·−$2.8K-34.9% +21.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Dec 15, 2023 | Dec 4, 2023 11 days to disclose | ↓sold | Danaher Corporation (DHR) Northwestern Mutual - Joint ⚑ Healthcare · Committee on Commerce, Science, and Transportation | Smart sell·+$1.6K+20.2% +76.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Dec 15, 2023 | Dec 4, 2023 11 days to disclose | ↓sold | Deere & Company (DE) Northwestern Mutual - Joint ⚑ Industrials · Committee on Environment and Public Works | Missed gain·−$4.2K-52.5% +3.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Oct 4, 2023 | Sep 13, 2023 21 days to disclose | ↑bought | Palo Alto Networks, Inc. (PANW) Northwestern Mutual - Joint ⚑ Technology · Committee on Commerce, Science, and Transportation | Good buy·+$3.6K+45.0% −14.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Oct 4, 2023 | Sep 13, 2023 21 days to disclose | ↑bought | Emerson Electric Company (EMR) Northwestern Mutual - Joint ⚑ Industrials · Committee on Environment and Public Works | Good buy·+$3.6K+44.7% −15.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Oct 4, 2023 | Sep 13, 2023 21 days to disclose | ↓sold | U UNPUnion Pacific Corporation (UNP) Northwestern Mutual - Joint ⚑ Transportation · Committee on Commerce, Science, and Transportation | Flat·+0.0% +66.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Oct 4, 2023 | Sep 13, 2023 21 days to disclose | ↑bought | Johnson & Johnson (JNJ) Northwestern Mutual - Joint ⚑ Pharmaceutical · Committee on Commerce, Science, and Transportation | Good buy·+$3.3K+41.1% +29.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Oct 4, 2023 | Sep 13, 2023 21 days to disclose | ↓sold | Abbott Laboratories (ABT) Northwestern Mutual - Joint ⚑ Healthcare · Committee on Commerce, Science, and Transportation | Smart sell·+$901+11.3% +71.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Oct 4, 2023 | Sep 13, 2023 21 days to disclose | ↑bought | Adobe Inc. (ADBE) Northwestern Mutual - Joint ⚑ Technology · Committee on Commerce, Science, and Transportation | Bad buy·−$4.5K-55.7% −115.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Oct 4, 2023 | Sep 13, 2023 21 days to disclose | ↑bought | Eli Lilly and Company (LLY) Northwestern Mutual - Joint ⚑ Pharmaceutical · Committee on Commerce, Science, and Transportation | Good buy·+$3.8K+47.6% −12.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Aug 7, 2023 | Jun 21, 2023 47 days to disclose · 2 past 45-day window | ↓sold | Advanced Micro Devices, Inc. (AMD) Northwestern Mutual - Joint 2000091701 ⚑ Technology · Committee on Commerce, Science, and Transportation | Flat·+0.0% +118.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Aug 7, 2023 | Jun 21, 2023 47 days to disclose · 2 past 45-day window | ↑bought | E EWJointEdwards Lifesciences Corporation (EW) Northwestern Mutual - Joint ⚑ Healthcare · Committee on Commerce, Science, and Transportation | Bad buy·−$610-7.6% −71.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Aug 7, 2023 | Jun 21, 2023 47 days to disclose · 2 past 45-day window | ↑bought | V VLOJointValero Energy Corporation (VLO) Northwestern Mutual - Joint ⚑ Energy · Committee on Environment and Public Works | Good buy·+$8.9K+111.3% +47.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Aug 7, 2023 | Jun 21, 2023 47 days to disclose · 2 past 45-day window | ↓sold | Lam Research Corporation (LRCX) ⚑ Technology · Committee on Commerce, Science, and Transportation | Missed gain·−$27.4K-342.0% −277.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Aug 7, 2023 | Jun 21, 2023 47 days to disclose · 2 past 45-day window | ↑bought | Coca-Cola Company (KO) Northwestern Mutual - Joint | Good buy·+$2K+24.7% −39.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Aug 7, 2023 | Jun 21, 2023 47 days to disclose · 2 past 45-day window | ↓sold | Microsoft Corporation (MSFT) Northwestern Mutual - Joint ⚑ Technology · Committee on Commerce, Science, and Transportation | Flat·+0.0% +118.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Aug 7, 2023 | Jun 21, 2023 47 days to disclose · 2 past 45-day window | ↑bought | Sysco Corporation (SYY) Northwestern Mutual - Joint | Good buy·+$436+5.5% −58.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Aug 7, 2023 | Jun 21, 2023 47 days to disclose · 2 past 45-day window | ↑bought | T-Mobile US, Inc. (TMUS) Northwestern Mutual - Joint ⚑ Telecom · Committee on Commerce, Science, and Transportation | Good buy·+$3.6K+45.6% −35.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Aug 7, 2023 | Jun 21, 2023 47 days to disclose · 2 past 45-day window | ↑bought | Common Stock (UNH) Northwestern Mutual - Joint ⚑ Healthcare · Committee on Commerce, Science, and Transportation | Bad buy·−$2K-25.6% −89.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Aug 7, 2023 | Jun 21, 2023 47 days to disclose · 2 past 45-day window | ↓sold | A AMATJointApplied Materials, Inc. (AMAT) Northwestern Mutual - Joint ⚑ Technology · Committee on Commerce, Science, and Transportation | Missed gain·−$16.4K-205.1% −141.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Aug 7, 2023 | Jun 21, 2023 47 days to disclose · 2 past 45-day window | ↑bought | S SHWJointSherwin-Williams Company (SHW) Northwestern Mutual - Joint ⚑ Basic Materials · Committee on Environment and Public Works | Good buy·+$2.9K+36.6% −27.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Aug 7, 2023 | Jun 21, 2023 47 days to disclose · 2 past 45-day window | ↓sold | A ANTM2000091701 JT Anthem, Inc. (ANTM) Northwestern Mutual - Joint | price pending | $1K-$15K $1,001 - $15,000 1.0% of book |
| May 10, 2023 | Apr 27, 2023 13 days to disclose | ↑bought | Starbucks Corporation (SBUX) Northwestern Mutual - Joint ⚑ Consumer Cyclical · Committee on Commerce, Science, and Transportation | Bad buy·−$1.1K-13.5% −75.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| May 10, 2023 | Apr 26, 2023 14 days to disclose | ↓sold | Elevance Health, Inc. (ELV) Northwestern Mutual - Joint ⚑ Healthcare · Committee on Commerce, Science, and Transportation | Smart sell·+$1.9K+23.8% +100.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| May 10, 2023 | Apr 26, 2023 14 days to disclose | ↑bought | E EWJointEdwards Lifesciences Corporation (EW) Northwestern Mutual - Joint ⚑ Healthcare · Committee on Commerce, Science, and Transportation | Bad buy·−$298-3.7% −80.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| May 10, 2023 | Apr 26, 2023 14 days to disclose | ↑bought | (BRK.B) Northwestern Mutual - Joint | price pending | $1K-$15K $1,001 - $15,000 1.0% of book |
| May 10, 2023 | Apr 26, 2023 14 days to disclose | ↓sold | B BSXJointBoston Scientific Corporation (BSX) Northwestern Mutual - Joint ⚑ Healthcare · Committee on Commerce, Science, and Transportation | Flat·+0.0% +12.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| May 10, 2023 | Apr 26, 2023 14 days to disclose | ↑bought | Caterpillar, Inc. (CAT) Northwestern Mutual - Joint ⚑ Industrials · Committee on Environment and Public Works | Good buy·+$25.8K+322.2% +242.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| May 10, 2023 | Apr 26, 2023 14 days to disclose | ↓sold | NVIDIA Corporation (NVDA) Northwestern Mutual - Joint ⚑ Technology · Committee on Commerce, Science, and Transportation | Flat·+0.0% +153.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| May 10, 2023 | Apr 26, 2023 14 days to disclose | ↑bought | C CSXCSX Corporation (CSX) Northwestern Mutual - Joint ⚑ Transportation · Committee on Commerce, Science, and Transportation | Good buy·+$4.1K+50.7% −25.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Mar 27, 2023 | Mar 16, 2023 11 days to disclose | ↓sold | Bank of America Corporation (BAC) Northwestern Mutual - Joint | Missed gain·−$6.4K-79.7% +0.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Mar 27, 2023 | Mar 16, 2023 11 days to disclose | ↑bought | (BRK.B) Northwestern Mutual - Joint | price pending | $1K-$15K $1,001 - $15,000 1.0% of book |
| Mar 27, 2023 | Mar 14, 2023 13 days to disclose | ↑bought | F FRCFIRST REPUBLIC BANK (FRC) Northwestern Mutual - Joint | price pending | $15K-$30K $15,001 2.7% of book |
| Mar 13, 2023 | Feb 23, 2023 18 days to disclose | ↓sold | AMZN Amazon.com, Inc. (AMZN) Northwestern Mutual - Joint ⚑ Technology · Committee on Commerce, Science, and Transportation | Flat·+0.0% +167.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Mar 13, 2023 | Feb 23, 2023 18 days to disclose | ↓sold | JP Morgan Chase & Co. (JPM) Northwestern Mutual - Joint | Flat·+0.0% +45.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Mar 13, 2023 | Feb 23, 2023 18 days to disclose | ↓sold | Chevron Corporation (CVX) Northwestern Mutual - Joint ⚑ Energy · Committee on Environment and Public Works | Missed gain·−$1.2K-14.4% +63.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Mar 13, 2023 | Feb 23, 2023 18 days to disclose | ↓sold | Thermo Fisher Scientific Inc (TMO) Northwestern Mutual - Joint ⚑ Healthcare · Committee on Commerce, Science, and Transportation | Flat·+0.0% +14.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Mar 13, 2023 | Feb 23, 2023 18 days to disclose | ↓sold | Alphabet Inc. - Class A (GOOGL) Northwestern Mutual - Joint ⚑ Technology · Committee on Commerce, Science, and Transportation | Flat·+0.0% +167.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Mar 13, 2023 | Feb 23, 2023 18 days to disclose | ↓sold | Apple Inc. (AAPL) Northwestern Mutual - Joint ⚑ Technology · Committee on Commerce, Science, and Transportation | Missed gain·−$6.5K-81.4% −3.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Mar 13, 2023 | Feb 23, 2023 18 days to disclose | ↓sold | B BSXJointBoston Scientific Corporation (BSX) Northwestern Mutual - Joint ⚑ Healthcare · Committee on Commerce, Science, and Transportation | Missed gain·−$2.5K-31.6% +46.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Mar 13, 2023 | Feb 23, 2023 18 days to disclose | ↓sold | Raytheon Technologies Corporation (RTX) Northwestern Mutual - Joint ⚑ Defense · Committee on Foreign Relations | Missed gain·−$6K-74.9% +3.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Mar 13, 2023 | Feb 23, 2023 18 days to disclose | ↓sold | Common Stock (UNH) Northwestern Mutual - Joint -- 2 of 3 -- ⚑ Healthcare · Committee on Commerce, Science, and Transportation | Smart sell·+$2.2K+27.8% +106.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Mar 13, 2023 | Feb 23, 2023 18 days to disclose | ↓sold | Procter & Gamble Company (PG) Northwestern Mutual - Joint | Missed gain·−$464-5.8% +72.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Mar 13, 2023 | Feb 23, 2023 18 days to disclose | ↓sold | NVIDIA Corporation (NVDA) Northwestern Mutual - Joint ⚑ Technology · Committee on Commerce, Science, and Transportation | Flat·+0.0% +167.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Mar 13, 2023 | Feb 23, 2023 18 days to disclose | ↓sold | (META) Northwestern Mutual - Joint ⚑ Technology · Committee on Commerce, Science, and Transportation | Missed gain·−$23.4K-292.4% −214.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Mar 13, 2023 | Feb 23, 2023 18 days to disclose | ↓sold | Microsoft Corporation (MSFT) Northwestern Mutual - Joint ⚑ Technology · Committee on Commerce, Science, and Transportation | Flat·+0.0% +167.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Mar 13, 2023 | Feb 23, 2023 18 days to disclose | ↓sold | Mastercard Incorporated (MA) Northwestern Mutual - Joint | Missed gain·−$3.3K-41.8% +36.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Mar 13, 2023 | Feb 23, 2023 18 days to disclose | ↓sold | (COST) Northwestern Mutual - Joint | Flat·+0.0% +14.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Jan 10, 2023 | Dec 20, 2022 21 days to disclose | ↓sold | Fiserv, Inc. (FISV) Northwestern Mutual - Joint ⚑ Technology · Committee on Commerce, Science, and Transportation | Smart sell·+$3.1K+38.9% +126.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Jan 10, 2023 | Dec 20, 2022 21 days to disclose | ↑bought | Elevance Health, Inc. (ELV) Northwestern Mutual - Joint ⚑ Healthcare · Committee on Commerce, Science, and Transportation | Bad buy·−$2.5K-31.7% −119.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
| Jan 10, 2023 | Dec 20, 2022 21 days to disclose | ↓sold | F FRCFIRST REPUBLIC BANK (FRC) Northwestern Mutual - Joint | price pending | $1K-$15K $1,001 - $15,000 1.0% of book |
| Jan 10, 2023 | Dec 20, 2022 21 days to disclose | ↓sold | JP Morgan Chase & Co. (JPM) Northwestern Mutual - Joint | Missed gain·−$10.9K-135.9% −48.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 1.0% of book |
Their record vs the S&P 500
92 priced trades compared to a same-direction S&P 500 benchmark.
Politician portfolio−$209.9K
S&P 500 benchmark−$353.6K
Alpha+$143.7K
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.
By owner type
Disclosures break down by Self / Joint / Spouse / Dependent. Spouse-marked trades sometimes perform systematically differently.
Self
69
trades · $591K
−$89.4K
Joint
31
trades · $248K
−$120.6K
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.
- Critical Undersea Infrastructure Resilience Initiative ActPlaced on Senate Legislative Calendar under General Orders. Calendar No. 323.
- Energy Security Pacts ActRead twice and referred to the Committee on Foreign Relations.
- A bill to amend the Safe Drinking Water Act to authorize grant funds under the Midsize and Large Drinking Water System Infrastructure Resilience and Sustainability Program to be used to increase resilience to extreme temperatures, and for other purposes.Read twice and referred to the Committee on Environment and Public Works.
- Community TEAMS Act of 2026Read twice and referred to the Committee on Health, Education, Labor, and Pensions.
- A bill to designate the facility of the United States Postal Service located at 111 South Tremont Street in Tremonton, Utah, as the "Sorensen-Estrada Post Office".Read twice and referred to the Committee on Homeland Security and Governmental Affairs.
- A resolution expressing the sense of the Senate that the President should prioritize securing the release of Pastor Jin Mingri, Pastor Gao Quanfu and his wife Pang Yu, Jimmy Lai, Dr. Gulshan Abbas, and Ekpar Asat detained by the People's Republic of China during future engagements with Chinese President Xi Jingping.Submitted in the Senate, considered, and agreed to without amendment and with a preamble by Unanimous Consent. (consideration: CR S2283; text: CR S2282)
- 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)
- Special District Fairness and Accessibility ActRead twice and referred to the Committee on Homeland Security and Governmental Affairs.
- A resolution expressing the sense of the Senate regarding critical elements of the United States policy towards the People's Republic of China.Referred to the Committee on Foreign Relations. (text: CR S2178-2179)
- Time for Completion ActRead twice and referred to the Committee on Health, Education, Labor, and Pensions. (text: CR S2130-2131)
- A resolution designating the week of April 20 through 26, 2026, as "National Dark Sky Week".Submitted in the Senate, considered, and agreed to without amendment and with a preamble by Unanimous Consent. (consideration: CR S2109; text: CR S2134-2135)
- A resolution expressing support for the designation of the week of May 3, 2026, 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.Submitted in the Senate, considered, and agreed to without amendment and with a preamble by Unanimous Consent. (consideration: CR S2109; text: CR S2135)
- CHATBOT ActRead twice and referred to the Committee on Commerce, Science, and Transportation.
- TECH ActRead twice and referred to the Committee on Health, Education, Labor, and Pensions.
- National Quantum Initiative Reauthorization Act of 2026Committee on Commerce, Science, and Transportation. Ordered to be reported with an amendment in the nature of a substitute favorably.
- A resolution expressing the sense of the Senate that the President should prioritize securing the release of Pastor Jin Mingri, Pastor Gao Quanfu and his wife Pang Yu, Dr. Gulshan Abbas, and Jimmy Lai detained by the People's Republic of China during future engagements with Chinese President Xi Jinping.Referred to the Committee on Foreign Relations. (text: CR S1826)
- Taiwan Relations Reinforcement ActRead twice and referred to the Committee on Foreign Relations.
- Blue Skies for Taiwan Act of 2026Read twice and referred to the Committee on Foreign Relations.
- Advancing Quantum Manufacturing Act of 2025Read twice and referred to the Committee on Commerce, Science, and Transportation.
- Public Integrity in Financial Prediction Markets Act of 2026Read twice and referred to the Committee on Homeland Security and Governmental Affairs.