U.S. Representative
Pete Sessions
RHouseTexas · District 17
U.S. Representative (R) for Texas, 71 years old.
Tenure
Representative since 1997
Born
Waco, McLennan County, Tex., 1955
Education
- B.S. Southwestern University (1978)
Full biography
SESSIONS, Pete, a Representative from Texas; born in Waco, McLennan County, Tex., March 22, 1955; graduated from Churchill High School, San Antonio, Tex., 1973; B.S., Southwestern University, Georgetown, Tex., 1978; business executive; professional advocate; elected as a Republican to the One Hundred Fifth and to the ten succeeding Congresses (January 3, 1997-January 3, 2019); unsuccessful candidate for reelection to the One Hundred Sixteenth Congress in 2018; chair, Committee on Rules (One Hundred Thirteenth through One Hundred Fifteenth Congresses); elected as a Republican to the One Hundred Seventeenth and to the succeeding two Congresses (January 3, 2021-present).
Source: U.S. Congress Bioguide / public-record corporate filings.
Year-to-date performance
No priced trades disclosed this year yet.
Numbers populate once a disclosed trade is in a public-equity ticker we can price.
Profitable trades
0%
House rank
#55/85
100
Total trades
$8K
Volume YTD
673d
Avg hold
25
Conflicts
Public financial disclosure
Self-reported on House Form A — values are disclosed as ranges, not exact dollars.
Disclosed net worth
⚑ 145 sector overlaps$6.2M – $15.8M
Assets minus liabilities, summed across the 25+ disclosed positions.
- Liabilities
- $0–$0
- Form
- Amendment Report 2024
- Filed
- March 2026
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.
- AAPLApple Inc.$250,001 - $500,000TechnologyRepresentative on 4 committees including Committee on Financial Services holds Technology-sector security; this committee has substantive jurisdiction over this sector.
- AAPLApple Inc.$250,001 - $500,000TechnologyRepresentative on 4 committees including Committee on Financial Services holds Technology-sector security; this committee has substantive jurisdiction over this sector.
- Capital Intl Core$250,001 - $500,000Financial ServicesRepresentative on 4 committees including Committee on Financial Services holds Financial Services-sector security; this committee has substantive jurisdiction over this sector.
- NVDANVIDIA Corporation$250,001 - $500,000TechnologyRepresentative on 4 committees including Committee on Financial Services holds Technology-sector security; this committee has substantive jurisdiction over this sector.
- Capital Intl Core$250,001 - $500,000Financial ServicesRepresentative on 4 committees including Committee on Financial Services holds Financial Services-sector security; this committee has substantive jurisdiction over this sector.
- Capital Intl Core$250,001 - $500,000Financial ServicesRepresentative on 4 committees including Committee on Financial Services holds Financial Services-sector security; this committee has substantive jurisdiction over this sector.
Largest holdings
- 1.Capital Intl Core⚑Financial Services$250,001 - $500,000
- 2.QGARP$250,001 - $500,000
- 3.UBS Muni$250,001 - $500,000
- 4.Mortgage Note Carter residence (private mortgage)$250,001 - $500,000
- 5.4$250,001 - $500,000
- 6.2$250,001 - $500,000
- 7.NVDANVIDIA Corporation⚑Technology$250,001 - $500,000
- 8.London LCV$250,001 - $500,000
- 9.AAPLApple Inc.⚑Technology$250,001 - $500,000
- 10.3$250,001 - $500,000
- 11.1$250,001 - $500,000
- 12.Capital Intl⚑Financial Services$100,001 - $250,000
- 13.COSTCostco Wholesale Corporation$100,001 - $250,000
- 14.COSTCostco Wholesale Corporation$100,001 - $250,000
- 15.London Co LCV$100,001 - $250,000
- 16.Wells Fargo Bank⚑Financial Services$100,001 - $250,000
- 17.AMZNAmazon.com, Inc.⚑Technology$100,001 - $250,000
- 18.KA SMID$100,001 - $250,000
- 19.MetLife$100,001 - $1,000,000
- 20.SWVXXSchwab Prime Advantage Money Fund- Investor Shares$100,001 - $250,000
- 21.US Interm Corp Bond$100,001 - $250,000
- 22.SRH Hosp$100,001 - $250,000
- 23.CPCTXCounterpoint Tactical Income Fund Class C$100,001 - $250,000
- 24.TOBACCO SETTLEMENT FING CORP VA SER A1 TAXABLE SENIOR B/E CPN$100,001 - $250,000
- 25.North American$100,001 - $250,000
Track record by window
Year to date
—
—
Gross flow$8K
Trades1
Bought / Sold0·1
Open book0%
1 year
—
—
Gross flow$148K
Trades4
Bought / Sold1·3
Open book25%
5 years
+$1.9M
+199.1%
Gross flow$4M
Trades119
Bought / Sold56·63
Open book47%
Public-record gap+26.0%
Disclosed trades · 100
All filings →●Filed Mar 9, 2026·traded Mar 9, 2026
↓sold
Common Stock (VZ)(VZ)$1K-$15K
Flat·+0.0%
−1.7% vs S&P 500●Filed Jun 21, 2025·traded Jun 12, 2025
↓sold
Danaher Corporation Common Stock (DHR)(DHR)$50K-$100K
9 days to disclose
Flat·+0.0%
+8.6% vs S&P 500●Filed Jun 21, 2025·traded Jun 12, 2025
↓sold
Johnson & Johnson Common Stock (JNJ)(JNJ)$15K-$50K
9 days to disclose
Flat·+0.0%
+8.6% vs S&P 500●Filed Dec 19, 2024·traded Dec 18, 2024
↑bought
Stock (MSFT)(MSFT)$1K-$15K
1 day to disclose
Good buy·+$72+0.9%
−58.5% vs S&P 500●Filed Nov 1, 2024·traded Nov 1, 2024
↑bought
(NVDA)(NVDA)$1K-$15K
Good buy·+$5.2K+64.5%
−0.8% vs S&P 500●Filed Sep 16, 2024·traded Sep 16, 2024
↑bought(NVDA)(NVDA)$1K-$15K
Good buy·+$6.3K+78.3%
+51.5% vs S&P 500●Filed Sep 12, 2024·traded Sep 10, 2024
↑boughtStock (NVDA)(NVDA)$1K-$15K
2 days to disclose
Good buy·+$8.5K+106.1%
+30.1% vs S&P 500●Filed Sep 12, 2024·traded Sep 9, 2024
↑boughtStock (MSFT)(MSFT)$1K-$15K
3 days to disclose
Good buy·+$702+8.8%
−69.9% vs S&P 500●Filed Sep 12, 2024·traded Sep 9, 2024
↑bought
Altria Group, Inc. (MO)(MO)$1K-$15K
3 days to disclose
Good buy·+$1.9K+23.6%
−7.1% vs S&P 500●Filed Jun 6, 2024·traded Jun 6, 2024
↓sold
N
Common Stock (NVST)(NVST)$1K-$15KMissed gain·−$3.6K-45.3%
−11.8% vs S&P 500●Filed May 22, 2024·traded May 21, 2024
↓sold(NVDA)(NVDA)$50K-$100K
1 day to disclose
Flat·+0.0%
+72.5% vs S&P 500●Filed Mar 7, 2024·traded Mar 20, 2024
↓sold
General Mills, Inc. Common Stock (GIS)(GIS)$1K-$15K
Smart sell·+$4K+49.6%
+86.8% vs S&P 500●Filed Feb 29, 2024·traded Feb 29, 2024
↑bought
Apple Inc. - Common Stock (AAPL)(AAPL)$360-$720
Good buy·+$270+50.0%
+9.4% vs S&P 500●Filed Feb 29, 2024·traded Feb 7, 2024
↑boughtStock (MSFT)(MSFT)$1K-$15K
22 days to disclose
Good buy·+$527+6.6%
−74.5% vs S&P 500●Filed Feb 29, 2024·traded Jan 31, 2024
↑bought
(COST)(COST)$1K-$15K
29 days to disclose
Good buy·+$3.5K+44.3%
+29.6% vs S&P 500●Filed Jan 24, 2024·traded Jan 25, 2024
↑bought
Crown Castle Inc. (CCI)(CCI)$1K-$15K
Bad buy·−$1.8K-22.1%
−68.4% vs S&P 500●Filed Jan 24, 2024·traded Dec 28, 2023
↓sold
B
(BABA)(BABA)$1K-$15K27 days to disclose
Flat·+0.0%
+91.8% vs S&P 500●Filed Jan 24, 2024·traded Dec 28, 2023
↓sold
American Tower Corporation (AMT)(AMT)$1K-$15K
27 days to disclose
⚑ Real Estate · Committee on Financial ServicesSmart sell·+$1.4K+17.9%
+67.7% vs S&P 500●Filed Dec 28, 2023·traded Dec 28, 2023
↑boughtCrown Castle Inc. (CCI)(CCI)$15K-$30K
Bad buy·−$5.8K-25.6%
−75.4% vs S&P 500●Filed Dec 26, 2023·traded Dec 15, 2023
↓sold
B
Power Opportunities Trust (BUI)(BUI)$1K-$15K11 days to disclose
⚑ Banking · Committee on Financial ServicesMissed gain·−$2.4K-29.6%
+21.7% vs S&P 500●Filed Nov 7, 2023·traded Nov 3, 2023
↓sold
M
common stock (MPW)(MPW)$257-$5144 days to discloseprice pending
⚑ Banking · Committee on Financial Services●Filed Nov 7, 2023·traded Nov 3, 2023
↓sold
Lowe's Companies, Inc. (LOW)(LOW)$257-$514
4 days to disclose
⚑ Consumer Cyclical · Capital MarketsFlat·+0.0%
+49.1% vs S&P 500●Filed Nov 7, 2023·traded Nov 2, 2023
↓sold
B
Ordinary Shares (BNS)(BNS)$1K-$15K5 days to disclose
⚑ Banking · Committee on Financial ServicesMissed gain·−$6.1K-76.6%
−10.9% vs S&P 500●Filed Nov 7, 2023·traded Nov 2, 2023
↑boughtMicrosoft Corporation (MSFT)(MSFT)$100K-$250K
5 days to disclose
Good buy·+$46.7K+26.7%
−91.1% vs S&P 500●Filed Nov 7, 2023·traded Nov 1, 2023
↓sold
W
A (WBD)(WBD)$476-$9526 days to disclose
Missed gain·−$1.2K-168.6%
−99.6% vs S&P 500●Filed Nov 7, 2023·traded Nov 1, 2023
↓soldApple Inc. (AAPL)(AAPL)$1K-$15K
6 days to disclose
Flat·+0.0%
+121.5% vs S&P 500●Filed Nov 7, 2023·traded Nov 1, 2023
↓sold
A
Fund (ARCC)(ARCC)$1K-$15K6 days to disclose
Smart sell·+$217+2.7%
+71.6% vs S&P 500●Filed Nov 7, 2023·traded Oct 31, 2023
↓sold
Chipotle Mexican Grill, Inc. (CMG)(CMG)$15K-$50K
7 days to disclose
⚑ Consumer Cyclical · Capital MarketsSmart sell·+$3.9K+11.9%
+82.6% vs S&P 500●Filed Nov 7, 2023·traded Oct 31, 2023
↓sold
Energy Transfer LP Common Units (ET)(ET)$15K-$50K
7 days to disclose
Missed gain·−$14.7K-45.1%
+25.6% vs S&P 500●Filed Nov 7, 2023·traded Oct 31, 2023
↓sold
B
Power Opportunities Trust (BUI)(BUI)$250K-$500K7 days to disclose
⚑ Banking · Committee on Financial ServicesMissed gain·−$157.7K-42.1%
+28.7% vs S&P 500●Filed Nov 7, 2023·traded Oct 31, 2023
↓sold
Lockheed Martin Corporation (LMT)(LMT)$100K-$250K
7 days to disclose
Flat·+0.0%
+108.9% vs S&P 500●Filed Nov 7, 2023·traded Oct 31, 2023
↓soldVerizon Communications Inc. (VZ)(VZ)$1K-$15K
7 days to disclose
Flat·+0.0%
+78.5% vs S&P 500●Filed Nov 7, 2023·traded Oct 31, 2023
↓sold
W
A (WBD)(WBD)$1K-$15K7 days to disclose
Missed gain·−$13.8K-172.3%
−101.6% vs S&P 500●Filed Nov 7, 2023·traded Oct 31, 2023
↓sold
Procter & Gamble Company (PG)(PG)$15K-$50K
7 days to disclose
Flat·+0.0%
+23.2% vs S&P 500●Filed Nov 7, 2023·traded Oct 31, 2023
↓soldChipotle Mexican Grill, Inc. (CMG)(CMG)$1K-$15K
7 days to disclose
⚑ Consumer Cyclical · Capital MarketsSmart sell·+$954+11.9%
+82.6% vs S&P 500●Filed Oct 13, 2023·traded Oct 6, 2023
↓sold
W
A (WBD)(WBD)$493-$9867 days to disclose
Missed gain·−$1.2K-163.3%
−97.1% vs S&P 500●Filed Oct 13, 2023·traded Oct 6, 2023
↑bought
A
Fund (ARCC)(ARCC)$569-$1.1K7 days to disclose
Bad buy·−$13-1.5%
−67.7% vs S&P 500●Filed Sep 23, 2023·traded Sep 20, 2023
↑bought
A
Alerian MLP ETF (AMLP)(AMLP)$1K-$15K3 days to disclose
Good buy·+$1.8K+22.2%
−40.6% vs S&P 500●Filed Sep 23, 2023·traded Sep 13, 2023
↑boughtNVIDIA Corporation (NVDA)(NVDA)$100K-$250K
10 days to disclose
Good buy·+$626.2K+357.8%
+297.9% vs S&P 500●Filed Sep 23, 2023·traded Sep 12, 2023
↑boughtMicrosoft Corporation (MSFT)(MSFT)$1K-$15K
11 days to disclose
Good buy·+$2.6K+33.0%
−84.1% vs S&P 500●Filed Sep 5, 2023·traded Aug 29, 2023
↓sold
A
(AGAE)(AGAE)$1K-$2K7 days to disclose
⚑ Consumer Cyclical · Capital MarketsSmart sell·+$719+47.9%
+106.9% vs S&P 500●Filed Sep 5, 2023·traded Aug 18, 2023
↓sold
Corporation (IBM)(IBM)$1K-$15K
18 days to disclose
Missed gain·−$5.1K-64.0%
−0.5% vs S&P 500●Filed Sep 5, 2023·traded Aug 18, 2023
↓sold
W
A (WBD)(WBD)$469-$93818 days to disclose
Missed gain·−$787-111.8%
−48.3% vs S&P 500●Filed Sep 5, 2023·traded Aug 18, 2023
↓sold
D
DigitalBridge Group, Inc. (DBRG)(DBRG)$189-$37818 days to disclose
Missed gain·−$4-1.3%
+62.3% vs S&P 500●Filed Sep 5, 2023·traded Aug 18, 2023
↓sold
A
C3.ai, Inc. Class A (AI)(AI)$1K-$15K18 days to disclose
Smart sell·+$5.7K+71.7%
+135.3% vs S&P 500●Filed Aug 17, 2023·traded Aug 15, 2023
↑bought
A
Fund (ARCC)(ARCC)$155-$3102 days to disclose
Bad buy·−$8-3.5%
−64.7% vs S&P 500●Filed Jul 27, 2023·traded Jul 24, 2023
↓sold
B
Power Opportunities Trust (BUI)(BUI)$15K-$50K3 days to disclose
⚑ Banking · Committee on Financial ServicesMissed gain·−$6.5K-19.9%
+37.3% vs S&P 500●Filed Jul 15, 2023·traded Jul 14, 2023
↑bought
A
Fund (ARCC)(ARCC)$240-$4801 day to disclose
Bad buy·−$10-2.7%
−61.6% vs S&P 500●Filed Jun 26, 2023·traded Jun 15, 2023
↓sold
Discover Financial Services (DFS)(DFS)$15K-$50K
11 days to discloseprice pending
⚑ Financial Services · Committee on Financial Services●Filed Jun 26, 2023·traded Jun 15, 2023
↓sold
Medtronic plc. Ordinary Shares (MDT)(MDT)$15K-$50K
11 days to disclose
Smart sell·+$1.8K+5.6%
+66.9% vs S&P 500●Filed Jun 26, 2023·traded Jun 15, 2023
↓soldAmerican Tower Corporation (AMT)(AMT)$1K-$15K
11 days to disclose
⚑ Real Estate · Committee on Financial ServicesSmart sell·+$609+7.6%
+68.9% vs S&P 500●Filed Oct 10, 2022·traded Sep 27, 2022
↑boughtVerizon Communications Inc. (VZ)(VZ)$1K-$15K
13 days to disclose
Good buy·+$1.5K+19.3%
−77.2% vs S&P 500●Filed Jul 9, 2022·traded Jul 8, 2022
↑bought
D
DigitalBridge Group, Inc. (DBRG)(DBRG)$1K-$15K1 day to disclose
Bad buy·−$1.9K-23.7%
−107.4% vs S&P 500●Filed Apr 14, 2022·traded Apr 4, 2022
↓sold
B
Power Opportunities Trust (BUI)(BUI)$1K-$15K10 days to disclose
⚑ Banking · Committee on Financial ServicesMissed gain·−$673-8.4%
+47.9% vs S&P 500●Filed Mar 13, 2022·traded Feb 22, 2022
↑bought
M
common stock (MPW)(MPW)$1K-$15K19 days to discloseprice pending
⚑ Banking · Committee on Financial Services●Filed Feb 18, 2022·traded Feb 23, 2022
↑boughtApple Inc. (AAPl)(AAPL)$1K-$15K
price pending
●Filed Feb 18, 2022·traded Feb 23, 2022
↑boughtMicrosoft Corporation (MSFT)(MSFT)$1K-$15K
Good buy·+$4.1K+51.5%
−17.7% vs S&P 500●Filed Feb 11, 2022·traded Feb 9, 2022
↑bought
Q
Invesco QQQ Trust, Series 1 (QQQ)(QQQ)$1K-$15K2 days to disclose
Good buy·+$6.5K+81.0%
+25.0% vs S&P 500●Filed Feb 11, 2022·traded Jan 19, 2022
↓sold
D
DT Midstream, Inc. (DTM)(DTM)$1K-$15K23 days to disclose
Missed gain·−$13.4K-167.8%
−109.8% vs S&P 500●Filed Feb 11, 2022·traded Jan 18, 2022
↓soldEnergy Transfer lP Common units (ET)(ET)$1K-$15K
24 days to disclose
Missed gain·−$7.7K-96.7%
−40.3% vs S&P 500●Filed Feb 11, 2022·traded Jan 18, 2022
↓sold
W
limited Partner Interests (WES)(WES)$1K-$15K24 days to disclose
Missed gain·−$5.7K-71.6%
−15.2% vs S&P 500●Filed Feb 11, 2022·traded Jan 18, 2022
↓sold
O
(OTIS)(OTIS)$1K-$15K24 days to disclose
Smart sell·+$566+7.1%
+63.5% vs S&P 500●Filed Feb 11, 2022·traded Jan 18, 2022
↓sold
K
Infrastructure Fund, Inc. (KYN)(KYN)$1K-$15K24 days to disclose
Missed gain·−$5.2K-65.3%
−8.9% vs S&P 500●Filed Feb 11, 2022·traded Jan 18, 2022
↓sold
Enterprise Products Partners l.P. (EPD)(EPD)$1K-$15K
24 days to disclose
Missed gain·−$4.6K-57.5%
−1.1% vs S&P 500●Filed Feb 11, 2022·traded Jan 18, 2022
↓sold
E
Edison International (EIX)(EIX)$1K-$15K24 days to disclose
Missed gain·−$641-8.0%
+48.4% vs S&P 500●Filed Feb 11, 2022·traded Jan 18, 2022
↓sold
D
DTE Energy Company (DTE)(DTE)$1K-$15K24 days to disclose
Missed gain·−$1.9K-24.1%
+32.3% vs S&P 500●Filed Feb 11, 2022·traded Jan 18, 2022
↓sold
D
Dominion Energy, Inc. (D)(D)$1K-$15K24 days to disclose
Smart sell·+$1.6K+20.2%
+76.6% vs S&P 500●Filed Feb 11, 2022·traded Jan 18, 2022
↓sold
(CMCSA)(CMCSA)$1K-$15K
24 days to disclose
Smart sell·+$3.3K+41.4%
+97.8% vs S&P 500●Filed Feb 11, 2022·traded Jan 18, 2022
↓sold
A
Ameren Corporation (AEE)(AEE)$1K-$15K24 days to disclose
Missed gain·−$2.1K-26.8%
+29.6% vs S&P 500●Filed Feb 11, 2022·traded Nov 16, 2021
↓sold
Manufacturing Company ltd. (TSM)(TSM)$1K-$15K
87 days to disclose · 42 past 45-day window
Missed gain·−$19.3K-240.8%
−188.7% vs S&P 500●Filed Feb 11, 2022·traded Nov 16, 2021
↓sold(COST)(COST)$1K-$15K
87 days to disclose · 42 past 45-day window
Flat·+0.0%
+15.0% vs S&P 500●Filed Feb 11, 2022·traded Sep 8, 2021
↑boughtMicrosoft Corporation (MSFT)(MSFT)$1K-$15K
156 days to disclose · 111 past 45-day window
Good buy·+$3.8K+47.2%
−86.0% vs S&P 500●Filed Feb 11, 2022·traded Sep 8, 2021
↑bought
Kroger Company (KR)(KR)$1K-$15K
156 days to disclose · 111 past 45-day window
Good buy·+$3.6K+45.2%
−13.1% vs S&P 500●Filed Feb 11, 2022·traded Aug 19, 2021
↑boughtMicrosoft Corporation (MSFT)(MSFT)$1K-$15K
176 days to disclose · 131 past 45-day window
Good buy·+$3.4K+43.1%
−19.2% vs S&P 500●Filed Feb 11, 2022·traded Aug 16, 2021
↑bought
Q
Invesco QQQ Trust, Series 1 (QQQ)(QQQ)$1K-$15K179 days to disclose · 134 past 45-day window
Good buy·+$6.4K+79.9%
+20.2% vs S&P 500●Filed Oct 17, 2021·traded Sep 10, 2021
↓sold
Amazon.com, Inc. (AMZN)(AMZN)$100K-$250K
Amazon.com, Inc. (AMZN)(AMZN)$100K-$250K37 days to disclose
Missed gain·−$91.3K-52.2%
+8.1% vs S&P 500●Filed Oct 17, 2021·traded Aug 16, 2021
↑bought
Q
Invesco QQQ Trust, Series 1 (QQQ)(QQQ)$1K-$15K62 days to disclose · 17 past 45-day window
Good buy·+$6.4K+79.9%
+20.2% vs S&P 500●Filed Aug 15, 2021·traded Aug 2, 2021
↑boughtKroger Company (KR)(KR)$1K-$15K
13 days to disclose
Good buy·+$5.1K+63.9%
+0.8% vs S&P 500●Filed Aug 15, 2021·traded Jul 23, 2021
↑boughtNVIDIA Corporation (NVDA)(NVDA)$100K-$250K
23 days to disclose
Good buy·+$1.8M+1039.1%
+899.4% vs S&P 500●Filed Jul 9, 2021·traded Jul 7, 2021
↑bought
A
(AESE)(AESE)$1K-$15K2 days to discloseprice pending
●Filed Jul 9, 2021·traded Jul 1, 2021
↑bought
H
Index ETF (HNDL)(HNDL)$1K-$15K8 days to disclose
Bad buy·−$949-11.9%
−77.7% vs S&P 500●Filed Jul 9, 2021·traded Jul 1, 2021
↑bought
H
Index ETF (HNDL)(HNDL)$1K-$15K8 days to disclose
Bad buy·−$949-11.9%
−77.7% vs S&P 500●Filed Jul 9, 2021·traded Jun 30, 2021
↑bought
H
Index ETF (HNDL)(HNDL)$15K-$50K9 days to disclose
Bad buy·−$3.8K-11.8%
−78.6% vs S&P 500●Filed Jul 9, 2021·traded Jun 30, 2021
↑bought
B
Ordinary Shares (BNS)(BNS)$1K-$15K9 days to disclose
⚑ Banking · Committee on Financial ServicesGood buy·+$1.3K+16.4%
−50.4% vs S&P 500●Filed Jul 9, 2021·traded May 24, 2021
↑bought
B
(BABA)(BABA)$1K-$15K46 days to disclose · 1 past 45-day window
Bad buy·−$2.8K-35.5%
−105.8% vs S&P 500●Filed Jul 9, 2021·traded May 19, 2021
↑boughtAmazon.com, Inc. (AMZN)(AMZN)$1K-$15K
Amazon.com, Inc. (AMZN)(AMZN)$1K-$15K51 days to disclose · 6 past 45-day window
Good buy·+$5K+62.7%
−89.9% vs S&P 500●Filed Jul 9, 2021·traded May 5, 2021
↑boughtAltria group, Inc. (MO)(MO)$15K-$50K
65 days to disclose · 20 past 45-day window
Good buy·+$12.5K+38.3%
−33.4% vs S&P 500●Filed Jul 9, 2021·traded May 5, 2021
↑boughtCrown Castle International Corp. (CCI)(CCI)$1K-$15K
65 days to disclose · 20 past 45-day window
⚑ Real Estate · Committee on Financial ServicesBad buy·−$4.2K-52.9%
−124.6% vs S&P 500●Filed Jul 9, 2021·traded May 4, 2021
↑boughtCrown Castle International Corp. (CCI)(CCI)$1K-$15K
66 days to disclose · 21 past 45-day window
⚑ Real Estate · Committee on Financial ServicesBad buy·−$4.2K-53.1%
−124.8% vs S&P 500●Filed Jul 9, 2021·traded May 4, 2021
↑boughtCrown Castle International Corp. (CCI)(CCI)$1K-$15K
66 days to disclose · 21 past 45-day window
⚑ Real Estate · Committee on Financial ServicesBad buy·−$4.2K-53.1%
−124.8% vs S&P 500●Filed May 5, 2021·traded May 4, 2021
↑boughtCrown Castle International Corp. (CCI)(CCI)$1K-$15K
1 day to disclose
⚑ Real Estate · Committee on Financial ServicesBad buy·−$4.2K-53.1%
−124.8% vs S&P 500●Filed May 3, 2021·traded May 3, 2021
↑boughtMicrosoft Corporation (MSFT)(MSFT)$1K-$15K
Good buy·+$5.5K+68.6%
−2.1% vs S&P 500●Filed May 3, 2021·traded May 3, 2021
↑boughtCrown Castle International Corp. (CCI)(CCI)$1K-$15K
Bad buy·−$4.3K-54.0%
−124.7% vs S&P 500●Filed May 3, 2021·traded Apr 26, 2021
↑boughtLowe's Companies, Inc. (LOW)(LOW)$1K-$15K
7 days to discloseprice pending
⚑ Consumer Cyclical · Capital Markets●Filed May 3, 2021·traded Apr 20, 2021
↑bought
A
End Fund (ARCC)(ARCC)$1K-$15K13 days to discloseprice pending
●Filed May 3, 2021·traded Apr 19, 2021
↑bought
A
C3.ai, Inc. Class A (AI)(AI)$1K-$15K14 days to discloseprice pending
●Filed May 3, 2021·traded Apr 19, 2021
↑bought
AT&T Inc. (T)(T)$1K-$15K
14 days to discloseprice pending
●Filed May 3, 2021·traded Apr 14, 2021
↑boughtLowe's Companies, Inc. (LOW)(LOW)$1K-$15K
19 days to discloseprice pending
⚑ Consumer Cyclical · Capital Markets●Filed May 3, 2021·traded Apr 12, 2021
↑boughtAmerican Tower Corporation (AMT)(AMT)$1K-$15K
21 days to discloseprice pending
⚑ Real Estate · Committee on Financial Services●Filed May 3, 2021·traded Mar 10, 2021
↑boughtManufacturing Company Ltd. (TSM)(TSM)$1K-$15K
54 days to disclose · 9 past 45-day windowprice pending
| Filed | Trade date | Type | Stock | Smart move? | Size |
|---|---|---|---|---|---|
| Mar 9, 2026 | Mar 9, 2026 | ↓sold | Common Stock (VZ) | Flat·+0.0% −1.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.3% of book |
| Jun 21, 2025 | Jun 12, 2025 9 days to disclose | ↓sold | Danaher Corporation Common Stock (DHR) Trust One | Flat·+0.0% +8.6% vs S&P 500 | $50K-$100K $50,001 - $100,000 3.3% of book |
| Jun 21, 2025 | Jun 12, 2025 9 days to disclose | ↓sold | Johnson & Johnson Common Stock (JNJ) Trust One | Flat·+0.0% +8.6% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.4% of book |
| Dec 19, 2024 | Dec 18, 2024 1 day to disclose | ↑bought | Stock (MSFT) Trust One | Good buy·+$72+0.9% −58.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.3% of book |
| Nov 1, 2024 | Nov 1, 2024 | ↑bought | (NVDA) IRA One | Good buy·+$5.2K+64.5% −0.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.3% of book |
| Sep 16, 2024 | Sep 16, 2024 | ↑bought | (NVDA) IRA One | Good buy·+$6.3K+78.3% +51.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.3% of book |
| Sep 12, 2024 | Sep 10, 2024 2 days to disclose | ↑bought | Stock (NVDA) Trust One | Good buy·+$8.5K+106.1% +30.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.3% of book |
| Sep 12, 2024 | Sep 9, 2024 3 days to disclose | ↑bought | Stock (MSFT) Trust One | Good buy·+$702+8.8% −69.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.3% of book |
| Sep 12, 2024 | Sep 9, 2024 3 days to disclose | ↑bought | Altria Group, Inc. (MO) Trust One | Good buy·+$1.9K+23.6% −7.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.3% of book |
| Jun 6, 2024 | Jun 6, 2024 | ↓sold | N NVSTCommon Stock (NVST) Trust One | Missed gain·−$3.6K-45.3% −11.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.3% of book |
| May 22, 2024 | May 21, 2024 1 day to disclose | ↓sold | (NVDA) IRA One | Flat·+0.0% +72.5% vs S&P 500 | $50K-$100K $50,001 - $100,000 3.3% of book |
| Mar 7, 2024 | Mar 20, 2024 | ↓sold | General Mills, Inc. Common Stock (GIS) ET IRA | Smart sell·+$4K+49.6% +86.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.3% of book |
| Feb 29, 2024 | Feb 29, 2024 | ↑bought | Apple Inc. - Common Stock (AAPL) IRA One | Good buy·+$270+50.0% +9.4% vs S&P 500 | $360-$720 $360 0.0% of book |
| Feb 29, 2024 | Feb 7, 2024 22 days to disclose | ↑bought | Stock (MSFT) Trust One D: 10 shares | Good buy·+$527+6.6% −74.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.3% of book |
| Feb 29, 2024 | Jan 31, 2024 29 days to disclose | ↑bought | (COST) Trust One | Good buy·+$3.5K+44.3% +29.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.3% of book |
| Jan 24, 2024 | Jan 25, 2024 | ↑bought | Crown Castle Inc. (CCI) ⚑ Real Estate · Committee on Financial Services | Bad buy·−$1.8K-22.1% −68.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.3% of book |
| Jan 24, 2024 | Dec 28, 2023 27 days to disclose | ↓sold | B BABA(BABA) Trust One D: 45 shares loss ~$5500 | Flat·+0.0% +91.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.3% of book |
| Jan 24, 2024 | Dec 28, 2023 27 days to disclose | ↓sold | American Tower Corporation (AMT) Trust One D: sold loss 21.1125 shares ⚑ Real Estate · Committee on Financial Services | Smart sell·+$1.4K+17.9% +67.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.3% of book |
| Dec 28, 2023 | Dec 28, 2023 | ↑bought | Crown Castle Inc. (CCI) Trust One D: purchase - rollover from redemption ⚑ Real Estate · Committee on Financial Services | Bad buy·−$5.8K-25.6% −75.4% vs S&P 500 | $15K-$30K $15,001 1.0% of book |
| Dec 26, 2023 | Dec 15, 2023 11 days to disclose | ↓sold | B BUIPower Opportunities Trust (BUI) Trust One D: 1 share ⚑ Banking · Committee on Financial Services | Missed gain·−$2.4K-29.6% +21.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.3% of book |
| Nov 7, 2023 | Nov 3, 2023 4 days to disclose | ↓sold | M MPWcommon stock (MPW) ⚑ Banking · Committee on Financial Services | price pending | $257-$514 $257 0.0% of book |
| Nov 7, 2023 | Nov 3, 2023 4 days to disclose | ↓sold | Lowe's Companies, Inc. (LOW) ⚑ Consumer Cyclical · Capital Markets | Flat·+0.0% +49.1% vs S&P 500 | $257-$514 $257 0.0% of book |
| Nov 7, 2023 | Nov 2, 2023 5 days to disclose | ↓sold | B BNSOrdinary Shares (BNS) IRA Two D: 10 shares since 2015 ⚑ Banking · Committee on Financial Services | Missed gain·−$6.1K-76.6% −10.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.3% of book |
| Nov 7, 2023 | Nov 2, 2023 5 days to disclose | ↑bought | Microsoft Corporation (MSFT) CS SEP D: $151,000 | Good buy·+$46.7K+26.7% −91.1% vs S&P 500 | $100K-$250K $100,001 - $250,000 7.6% of book |
| Nov 7, 2023 | Nov 1, 2023 6 days to disclose | ↓sold | W WBDA (WBD) | Missed gain·−$1.2K-168.6% −99.6% vs S&P 500 | $476-$952 $476 0.0% of book |
| Nov 7, 2023 | Nov 1, 2023 6 days to disclose | ↓sold | Apple Inc. (AAPL) | Flat·+0.0% +121.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.3% of book |
| Nov 7, 2023 | Nov 1, 2023 6 days to disclose | ↓sold | A ARCCFund (ARCC) | Smart sell·+$217+2.7% +71.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.3% of book |
| Nov 7, 2023 | Oct 31, 2023 7 days to disclose | ↓sold | Chipotle Mexican Grill, Inc. (CMG) IRA Two D: 10 shares since 2015 ⚑ Consumer Cyclical · Capital Markets | Smart sell·+$3.9K+11.9% +82.6% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.4% of book |
| Nov 7, 2023 | Oct 31, 2023 7 days to disclose | ↓sold | Energy Transfer LP Common Units (ET) | Missed gain·−$14.7K-45.1% +25.6% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.4% of book |
| Nov 7, 2023 | Oct 31, 2023 7 days to disclose | ↓sold | B BUIPower Opportunities Trust (BUI) ⚑ Banking · Committee on Financial Services | Missed gain·−$157.7K-42.1% +28.7% vs S&P 500 | $250K-$500K $250,001 - $500,000 16.4% of book |
| Nov 7, 2023 | Oct 31, 2023 7 days to disclose | ↓sold | Lockheed Martin Corporation (LMT) | Flat·+0.0% +108.9% vs S&P 500 | $100K-$250K $100,001 - $250,000 7.6% of book |
| Nov 7, 2023 | Oct 31, 2023 7 days to disclose | ↓sold | Verizon Communications Inc. (VZ) | Flat·+0.0% +78.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.3% of book |
| Nov 7, 2023 | Oct 31, 2023 7 days to disclose | ↓sold | W WBDA (WBD) HT IRA D: Sold 319 loss | Missed gain·−$13.8K-172.3% −101.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.3% of book |
| Nov 7, 2023 | Oct 31, 2023 7 days to disclose | ↓sold | Procter & Gamble Company (PG) | Flat·+0.0% +23.2% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.4% of book |
| Nov 7, 2023 | Oct 31, 2023 7 days to disclose | ↓sold | Chipotle Mexican Grill, Inc. (CMG) ⚑ Consumer Cyclical · Capital Markets | Smart sell·+$954+11.9% +82.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.3% of book |
| Oct 13, 2023 | Oct 6, 2023 7 days to disclose | ↓sold | W WBDA (WBD) IRA One D: 48 shares loss | Missed gain·−$1.2K-163.3% −97.1% vs S&P 500 | $493-$986 $493 0.0% of book |
| Oct 13, 2023 | Oct 6, 2023 7 days to disclose | ↑bought | A ARCCFund (ARCC) IRA One D: 30 shares | Bad buy·−$13-1.5% −67.7% vs S&P 500 | $569-$1.1K $569 0.0% of book |
| Sep 23, 2023 | Sep 20, 2023 3 days to disclose | ↑bought | A AMLPAlerian MLP ETF (AMLP) Trust One D: sold loss | Good buy·+$1.8K+22.2% −40.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.3% of book |
| Sep 23, 2023 | Sep 13, 2023 10 days to disclose | ↑bought | NVIDIA Corporation (NVDA) IRA Two D: 3 shares $1344 | Good buy·+$626.2K+357.8% +297.9% vs S&P 500 | $100K-$250K $100,001 - $250,000 7.6% of book |
| Sep 23, 2023 | Sep 12, 2023 11 days to disclose | ↑bought | Microsoft Corporation (MSFT) Trust One D: 20 shares Schwab + 20 more Schwab | Good buy·+$2.6K+33.0% −84.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.3% of book |
| Sep 5, 2023 | Aug 29, 2023 7 days to disclose | ↓sold | A AGAE(AGAE) Trust One D: 1000 shares/loss ⚑ Consumer Cyclical · Capital Markets | Smart sell·+$719+47.9% +106.9% vs S&P 500 | $1K-$2K $1,000 0.1% of book |
| Sep 5, 2023 | Aug 18, 2023 18 days to disclose | ↓sold | Corporation (IBM) Trust One D: 35 shares / sold | Missed gain·−$5.1K-64.0% −0.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.3% of book |
| Sep 5, 2023 | Aug 18, 2023 18 days to disclose | ↓sold | W WBDA (WBD) Trust One D: 35 shares loss 55% | Missed gain·−$787-111.8% −48.3% vs S&P 500 | $469-$938 $469 0.0% of book |
| Sep 5, 2023 | Aug 18, 2023 18 days to disclose | ↓sold | D DBRGDigitalBridge Group, Inc. (DBRG) Trust One D: 12 shares /loss | Missed gain·−$4-1.3% +62.3% vs S&P 500 | $189-$378 $189 0.0% of book |
| Sep 5, 2023 | Aug 18, 2023 18 days to disclose | ↓sold | A AIC3.ai, Inc. Class A (AI) Trust One D: 10 shares/loss | Smart sell·+$5.7K+71.7% +135.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.3% of book |
| Aug 17, 2023 | Aug 15, 2023 2 days to disclose | ↑bought | A ARCCFund (ARCC) IRA One D: 8 shares | Bad buy·−$8-3.5% −64.7% vs S&P 500 | $155-$310 $155 0.0% of book |
| Jul 27, 2023 | Jul 24, 2023 3 days to disclose | ↓sold | B BUIPower Opportunities Trust (BUI) ⚑ Banking · Committee on Financial Services | Missed gain·−$6.5K-19.9% +37.3% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.4% of book |
| Jul 15, 2023 | Jul 14, 2023 1 day to disclose | ↑bought | A ARCCFund (ARCC) IRA One D: 14 shares $240 | Bad buy·−$10-2.7% −61.6% vs S&P 500 | $240-$480 $240 0.0% of book |
| Jun 26, 2023 | Jun 15, 2023 11 days to disclose | ↓sold | Discover Financial Services (DFS) Trust One D: UBS Trust 350 ⚑ Financial Services · Committee on Financial Services | price pending | $15K-$50K $15,001 - $50,000 1.4% of book |
| Jun 26, 2023 | Jun 15, 2023 11 days to disclose | ↓sold | Medtronic plc. Ordinary Shares (MDT) Trust One D: UBS Trust 300 | Smart sell·+$1.8K+5.6% +66.9% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.4% of book |
| Jun 26, 2023 | Jun 15, 2023 11 days to disclose | ↓sold | American Tower Corporation (AMT) Trust One D: UBS Trust 50 ⚑ Real Estate · Committee on Financial Services | Smart sell·+$609+7.6% +68.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.3% of book |
| Oct 10, 2022 | Sep 27, 2022 13 days to disclose | ↑bought | Verizon Communications Inc. (VZ) IRA One D: 9 shares | Good buy·+$1.5K+19.3% −77.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.3% of book |
| Jul 9, 2022 | Jul 8, 2022 1 day to disclose | ↑bought | D DBRGDigitalBridge Group, Inc. (DBRG) Trust One D: 50 shares | Bad buy·−$1.9K-23.7% −107.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.3% of book |
| Apr 14, 2022 | Apr 4, 2022 10 days to disclose | ↓sold | B BUIPower Opportunities Trust (BUI) IRA Two D: 2 NVDA shares ⚑ Banking · Committee on Financial Services | Missed gain·−$673-8.4% +47.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.3% of book |
| Mar 13, 2022 | Feb 22, 2022 19 days to disclose | ↑bought | M MPWcommon stock (MPW) ⚑ Banking · Committee on Financial Services | price pending | $1K-$15K $1,001 - $15,000 0.3% of book |
| Feb 18, 2022 | Feb 23, 2022 | ↑bought | Apple Inc. (AAPl) | price pending | $1K-$15K $1,001 - $15,000 0.3% of book |
| Feb 18, 2022 | Feb 23, 2022 | ↑bought | Microsoft Corporation (MSFT) | Good buy·+$4.1K+51.5% −17.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.3% of book |
| Feb 11, 2022 | Feb 9, 2022 2 days to disclose | ↑bought | Q QQQInvesco QQQ Trust, Series 1 (QQQ) | Good buy·+$6.5K+81.0% +25.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.3% of book |
| Feb 11, 2022 | Jan 19, 2022 23 days to disclose | ↓sold | D DTMDT Midstream, Inc. (DTM) | Missed gain·−$13.4K-167.8% −109.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.3% of book |
| Feb 11, 2022 | Jan 18, 2022 24 days to disclose | ↓sold | Energy Transfer lP Common units (ET) | Missed gain·−$7.7K-96.7% −40.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.3% of book |
| Feb 11, 2022 | Jan 18, 2022 24 days to disclose | ↓sold | W WESlimited Partner Interests (WES) | Missed gain·−$5.7K-71.6% −15.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.3% of book |
| Feb 11, 2022 | Jan 18, 2022 24 days to disclose | ↓sold | O OTIS(OTIS) | Smart sell·+$566+7.1% +63.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.3% of book |
| Feb 11, 2022 | Jan 18, 2022 24 days to disclose | ↓sold | K KYNInfrastructure Fund, Inc. (KYN) | Missed gain·−$5.2K-65.3% −8.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.3% of book |
| Feb 11, 2022 | Jan 18, 2022 24 days to disclose | ↓sold | Enterprise Products Partners l.P. (EPD) | Missed gain·−$4.6K-57.5% −1.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.3% of book |
| Feb 11, 2022 | Jan 18, 2022 24 days to disclose | ↓sold | E EIXEdison International (EIX) | Missed gain·−$641-8.0% +48.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.3% of book |
| Feb 11, 2022 | Jan 18, 2022 24 days to disclose | ↓sold | D DTEDTE Energy Company (DTE) | Missed gain·−$1.9K-24.1% +32.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.3% of book |
| Feb 11, 2022 | Jan 18, 2022 24 days to disclose | ↓sold | D DDominion Energy, Inc. (D) | Smart sell·+$1.6K+20.2% +76.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.3% of book |
| Feb 11, 2022 | Jan 18, 2022 24 days to disclose | ↓sold | (CMCSA) | Smart sell·+$3.3K+41.4% +97.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.3% of book |
| Feb 11, 2022 | Jan 18, 2022 24 days to disclose | ↓sold | A AEEAmeren Corporation (AEE) | Missed gain·−$2.1K-26.8% +29.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.3% of book |
| Feb 11, 2022 | Nov 16, 2021 87 days to disclose · 42 past 45-day window | ↓sold | Manufacturing Company ltd. (TSM) | Missed gain·−$19.3K-240.8% −188.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.3% of book |
| Feb 11, 2022 | Nov 16, 2021 87 days to disclose · 42 past 45-day window | ↓sold | (COST) | Flat·+0.0% +15.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.3% of book |
| Feb 11, 2022 | Sep 8, 2021 156 days to disclose · 111 past 45-day window | ↑bought | Microsoft Corporation (MSFT) | Good buy·+$3.8K+47.2% −86.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.3% of book |
| Feb 11, 2022 | Sep 8, 2021 156 days to disclose · 111 past 45-day window | ↑bought | Kroger Company (KR) | Good buy·+$3.6K+45.2% −13.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.3% of book |
| Feb 11, 2022 | Aug 19, 2021 176 days to disclose · 131 past 45-day window | ↑bought | Microsoft Corporation (MSFT) | Good buy·+$3.4K+43.1% −19.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.3% of book |
| Feb 11, 2022 | Aug 16, 2021 179 days to disclose · 134 past 45-day window | ↑bought | Q QQQInvesco QQQ Trust, Series 1 (QQQ) | Good buy·+$6.4K+79.9% +20.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.3% of book |
| Oct 17, 2021 | Sep 10, 2021 37 days to disclose | ↓sold | AMZN Amazon.com, Inc. (AMZN) | Missed gain·−$91.3K-52.2% +8.1% vs S&P 500 | $100K-$250K $100,001 - $250,000 7.6% of book |
| Oct 17, 2021 | Aug 16, 2021 62 days to disclose · 17 past 45-day window | ↑bought | Q QQQInvesco QQQ Trust, Series 1 (QQQ) | Good buy·+$6.4K+79.9% +20.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.3% of book |
| Aug 15, 2021 | Aug 2, 2021 13 days to disclose | ↑bought | Kroger Company (KR) | Good buy·+$5.1K+63.9% +0.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.3% of book |
| Aug 15, 2021 | Jul 23, 2021 23 days to disclose | ↑bought | NVIDIA Corporation (NVDA) | Good buy·+$1.8M+1039.1% +899.4% vs S&P 500 | $100K-$250K $100,001 - $250,000 7.6% of book |
| Jul 9, 2021 | Jul 7, 2021 2 days to disclose | ↑bought | A AESE(AESE) | price pending | $1K-$15K $1,001 - $15,000 0.3% of book |
| Jul 9, 2021 | Jul 1, 2021 8 days to disclose | ↑bought | H HNDLIndex ETF (HNDL) | Bad buy·−$949-11.9% −77.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.3% of book |
| Jul 9, 2021 | Jul 1, 2021 8 days to disclose | ↑bought | H HNDLIndex ETF (HNDL) | Bad buy·−$949-11.9% −77.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.3% of book |
| Jul 9, 2021 | Jun 30, 2021 9 days to disclose | ↑bought | H HNDLIndex ETF (HNDL) | Bad buy·−$3.8K-11.8% −78.6% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.4% of book |
| Jul 9, 2021 | Jun 30, 2021 9 days to disclose | ↑bought | B BNSOrdinary Shares (BNS) ⚑ Banking · Committee on Financial Services | Good buy·+$1.3K+16.4% −50.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.3% of book |
| Jul 9, 2021 | May 24, 2021 46 days to disclose · 1 past 45-day window | ↑bought | B BABA(BABA) | Bad buy·−$2.8K-35.5% −105.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.3% of book |
| Jul 9, 2021 | May 19, 2021 51 days to disclose · 6 past 45-day window | ↑bought | AMZN Amazon.com, Inc. (AMZN) | Good buy·+$5K+62.7% −89.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.3% of book |
| Jul 9, 2021 | May 5, 2021 65 days to disclose · 20 past 45-day window | ↑bought | Altria group, Inc. (MO) | Good buy·+$12.5K+38.3% −33.4% vs S&P 500 | $15K-$50K $15,001 - $50,000 1.4% of book |
| Jul 9, 2021 | May 5, 2021 65 days to disclose · 20 past 45-day window | ↑bought | Crown Castle International Corp. (CCI) ⚑ Real Estate · Committee on Financial Services | Bad buy·−$4.2K-52.9% −124.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.3% of book |
| Jul 9, 2021 | May 4, 2021 66 days to disclose · 21 past 45-day window | ↑bought | Crown Castle International Corp. (CCI) ⚑ Real Estate · Committee on Financial Services | Bad buy·−$4.2K-53.1% −124.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.3% of book |
| Jul 9, 2021 | May 4, 2021 66 days to disclose · 21 past 45-day window | ↑bought | Crown Castle International Corp. (CCI) ⚑ Real Estate · Committee on Financial Services | Bad buy·−$4.2K-53.1% −124.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.3% of book |
| May 5, 2021 | May 4, 2021 1 day to disclose | ↑bought | Crown Castle International Corp. (CCI) ⚑ Real Estate · Committee on Financial Services | Bad buy·−$4.2K-53.1% −124.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.3% of book |
| May 3, 2021 | May 3, 2021 | ↑bought | Microsoft Corporation (MSFT) | Good buy·+$5.5K+68.6% −2.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.3% of book |
| May 3, 2021 | May 3, 2021 | ↑bought | Crown Castle International Corp. (CCI) ⚑ Real Estate · Committee on Financial Services | Bad buy·−$4.3K-54.0% −124.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.3% of book |
| May 3, 2021 | Apr 26, 2021 7 days to disclose | ↑bought | Lowe's Companies, Inc. (LOW) ⚑ Consumer Cyclical · Capital Markets | price pending | $1K-$15K $1,001 - $15,000 0.3% of book |
| May 3, 2021 | Apr 20, 2021 13 days to disclose | ↑bought | A ARCCEnd Fund (ARCC) | price pending | $1K-$15K $1,001 - $15,000 0.3% of book |
| May 3, 2021 | Apr 19, 2021 14 days to disclose | ↑bought | A AIC3.ai, Inc. Class A (AI) | price pending | $1K-$15K $1,001 - $15,000 0.3% of book |
| May 3, 2021 | Apr 19, 2021 14 days to disclose | ↑bought | AT&T Inc. (T) | price pending | $1K-$15K $1,001 - $15,000 0.3% of book |
| May 3, 2021 | Apr 14, 2021 19 days to disclose | ↑bought | Lowe's Companies, Inc. (LOW) ⚑ Consumer Cyclical · Capital Markets | price pending | $1K-$15K $1,001 - $15,000 0.3% of book |
| May 3, 2021 | Apr 12, 2021 21 days to disclose | ↑bought | American Tower Corporation (AMT) ⚑ Real Estate · Committee on Financial Services | price pending | $1K-$15K $1,001 - $15,000 0.3% of book |
| May 3, 2021 | Mar 10, 2021 54 days to disclose · 9 past 45-day window | ↑bought | Manufacturing Company Ltd. (TSM) | price pending | $1K-$15K $1,001 - $15,000 0.3% of book |
Their record vs the S&P 500
88 priced trades compared to a same-direction S&P 500 benchmark.
Politician portfolio+$2.2M
S&P 500 benchmark−$60.5K
Alpha+$2.3M
Gold line = cumulative dollar P&L · Dashed = S&P 500 over same window · Bars = monthly trade volume
Oversight committees · 6
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 · 38 bills
18 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.
- Calling upon all Americans on this Memorial Day, 2026, to honor the men and women of the Armed Forces who have died in the pursuit of freedom and peace.Referred to the House Committee on Oversight and Government Reform.
- America 250 Commemorative Flag Act.Referred to the House Committee on the Judiciary.
- To assess the biotechnology workforce needs of certain Federal agencies, and for other purposes.Referred to the House Committee on Oversight and Government Reform.
- Honoring mothers, and recognizing the significance of motherhood and the impact mothers have on raising the next generation, on the occasion of Mother's Day.Referred to the House Committee on Education and Workforce.
- Resolution memorializing law enforcement officers killed in the line of duty.Motion to reconsider laid on the table Agreed to without objection.
- National Museum of the Blind People’s Movement ActReferred to the House Committee on Natural Resources.
- No Kill Switches in Cars ActReferred to the House Committee on Energy and Commerce.
- Freedom of Association in Higher Education Act of 2025Referred to the House Committee on Education and Workforce.
- Blind Americans Return to Work Act of 2025Referred to the House Committee on Ways and Means.
- Protecting Motherhood ActReferred to the House Committee on Oversight and Government Reform.
- Homeopathic Drug Product Safety, Quality, and Transparency ActReferred to the House Committee on Energy and Commerce.
- No More SCAMS ActReferred to the House Committee on Oversight and Government Reform.
- Taxpayer Funds Oversight and Accountability ActOrdered to be Reported (Amended) by the Yeas and Nays: 40 - 0.
- Accelerating Access to Critical Therapies for ALS Reauthorization Act of 2026Ordered to be Reported (Amended) by the Yeas and Nays: 46 - 0.
- To amend the Internal Revenue Code of 1986 to exempt qualified student loan bonds from the volume cap and the alternative minimum tax.Referred to the House Committee on Ways and Means.
- Exchange Rate Accountability Act of 2026Ordered to be Reported by the Yeas and Nays: 32 - 20.
- Fraud Prevention and Accountability ActOrdered to be Reported (Amended) by the Yeas and Nays: 23 - 17.
- Bioindustrial Scale-Up for Supply Chains and Energy Resiliency Act of 2026Referred to the House Committee on Science, Space, and Technology.
- Fairness for Khobar Act of 2025Referred to the House Committee on the Judiciary.
- Recognizing that article I, section 10 of the United States Constitution explicitly reserves to the States the sovereign power to repel an invasion and defend their citizenry from the overwhelming and "imminent danger" posed by paramilitary, narco-terrorist cartels, terrorists and criminal actors who seized control of our southern border.Referred to the House Committee on the Judiciary.