U.S. Representative
Val T. Hoyle
DHouseOregon · District 04
U.S. Representative (D) for Oregon, 62 years old.
Tenure
Representative since 2023
Born
Fairfield, Solano County, Calif., 1964
Education
- B.A. Emmanuel College (1992)
Full biography
HOYLE, Val, a Representative from Oregon; born in Fairfield, Solano County, Calif., February 14, 1964; graduated from Merrimack High School, Merrimack, N.H.; attended Bunker Hill Community College, Boston, Mass.; B.A., Emmanuel College, Boston, Mass., 1992; sales representative; consultant; nonprofit executive; research fellow, Wayne Morse Center for Law and Politics, University of Oregon, Eugene, Oreg.; member of the Oregon state house of representatives, 2009-2017, majority leader, 2013-2015; commissioner of the Oregon state bureau of labor and industries, 2019-2023; elected as a Democrat to the One Hundred Eighteenth and to the succeeding Congress (January 3, 2023-present).
Source: U.S. Congress Bioguide / public-record corporate filings.
Year-to-date performance
No priced trades disclosed this year yet.
Numbers populate once a disclosed trade is in a public-equity ticker we can price.
Profitable trades
No activity in window
House rank
#16/85
100
Total trades
$0
Volume YTD
—
Avg hold
28
Conflicts
Public financial disclosure
Self-reported on House Form A — values are disclosed as ranges, not exact dollars.
Disclosed net worth
$-317K – $740K
Assets minus liabilities, summed across the 25+ disclosed positions.
- Liabilities
- $280K–$600K
- Form
- Amendment Report 2022
- Filed
- August 2024
Largest holdings
- 1.Wells Fargo Stable Fund C$50,001 - $100,000
- 2.TRBCXT. Rowe Price Blue Chip Growth Fund, Inc.$50,001 - $100,000
- 3.VSGAX$15,001 - $50,000
- 4.NSTMXColumbia Short Term Bond Fund Class I$15,001 - $50,000
- 5.MALVXBlackRock Advantage Large Cap Value Fund - Institutional$15,001 - $50,000
- 6.DODFXDodge & Cox International Stock Fund - Class I$15,001 - $50,000
- 7.VINIXVanguard Institutional Index$15,001 - $50,000
- 8.VVIAXVanguard Value Index Fd Admiral Shs$15,001 - $50,000
- 9.2035 Target-Date Fund$15,001 - $50,000
- 10.NFEPXColumbia Large Cap Growth Opportunity Fund Class I$15,001 - $50,000
- 11.NMANXNeuberger Berman Mid Cap Growth Fd Investor Cl$15,001 - $50,000
- 12.MDLVXBlackRock Advantage Large Cap Value Fund - Class A$15,001 - $50,000
- 13.OIBYXInvesco International Bond Fund Class Y$1,001 - $15,000
- 14.PCRPXPIMCO CommodityRealReturn Strategy Fund Class I-2$1,001 - $15,000
- 15.MAGCXBlackRock Advantage Global Fund, Inc. - Institutional$1,001 - $15,000
- 16.BFMSXBlackRock Low Duration Bond Portfolio - Institutional$1,001 - $15,000
- 17.LZEMXLazard Emerging Markets Equity Portfolio Institutional Shares$1,001 - $15,000
- 18.VFORXVanguard Target Retirement 2040 Fund$1,001 - $15,000
- 19.Selco Credit Union checking and savings account$1,001 - $15,000
- 20.BANK OF AMERICA, NA$1,001 - $15,000
- 21.CINCXCalvert Income Fund Class I$1,001 - $15,000
- 22.MRSIXMFS Research International Fund - Class I$1,001 - $15,000
- 23.PRLPXPIMCO Real Return Fund Class I-2$1,001 - $15,000
- 24.Umpqua Bank checking and savings account$1,001 - $15,000
- 25.WFPRXAllspring Special Mid Cap Value Fund - R6$1,001 - $15,000
Track record by window
1 year
+$42.4K
+16.7%
Gross flow$1.9M
Trades211
Bought / Sold37·174
Open book18%
Public-record gap+8.1%
5 years
+$385.9K
+25.4%
Gross flow$3.4M
Trades388
Bought / Sold190·198
Open book49%
Public-record gap+14.8%
Best call · 1Y
↑bought
KLA (KLAC)+$9.8K(+123.1%)
Bought at $923.15 on Jul 28, 2025 · now $2059.70
Worst call · 1Y
↑bought
Brown & Brown (BRO)−$3.9K(-48.5%)
Bought at $109.27 on Jun 26, 2025 · now $56.28
Disclosed trades · 100
All filings →●Filed May 15, 2026·traded Apr 2, 2025
↓sold
L
Common Stock (LPLA)(LPLA)$1K-$15K408 days to disclose · 363 past 45-day window
Flat·+0.0%
+3.4% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
Common Stock (BAC)(BAC)$1K-$15K
17 days to disclose
Flat·+0.0%
−3.6% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
Stock (LRCX)(LRCX)$1K-$15K
17 days to disclose
Flat·+0.0%
+32.1% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
N
Nutrien Ltd. Common Shares (NTR)(NTR)$1K-$15K17 days to disclose
Flat·+0.0%
+6.7% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
(ULTA)(ULTA)$1K-$15K
17 days to disclose
Flat·+0.0%
+13.2% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
C
Common Stock (CDNS)(CDNS)$1K-$15K17 days to disclose
Flat·+0.0%
+32.1% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
C
Stock (CME)(CME)$1K-$15K17 days to disclose
Flat·+0.0%
−3.6% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
Stock (RBLX)(RBLX)$1K-$15K
17 days to disclose
Flat·+0.0%
+32.1% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
Common Stock (TRV)(TRV)$1K-$15K
17 days to disclose
Flat·+0.0%
−3.6% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
Stock (UBER)(UBER)$1K-$15K
17 days to disclose
Flat·+0.0%
+32.1% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
P
Stock (PCG)(PCG)$1K-$15K17 days to disclose
⚑ Utilities · Committee on Natural ResourcesFlat·+0.0%
+5.4% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
S
SharkNinja, Inc. Ordinary Shares (SN)(SN)$1K-$15K17 days to disclose
Flat·+0.0%
+13.2% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
Johnson & Johnson Common Stock (JNJ)(JNJ)$1K-$15K
17 days to disclose
Flat·+0.0%
+8.4% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
U
UCB SA UNSP/ADR (UCBJY)(UCBJY)$1K-$15K17 days to disclose
Flat·+0.0%
+13.2% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
Stock (EMR)(EMR)$1K-$15K
17 days to disclose
⚑ Industrials · Water Resources and EnvironmentFlat·+0.0%
+13.9% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
A
AutoZone, Inc. Common Stock (AZO)(AZO)$1K-$15K17 days to discloseprice pending
⚑ Consumer Cyclical · Highways and Transit●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
B
Stock (BF.B)(BF.B)$1K-$15K17 days to discloseprice pending
●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
Common Stock (NOC)(NOC)$1K-$15K
17 days to discloseprice pending
⚑ Defense · Aviation●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
Stock (CVS)(CVS)$1K-$15K
17 days to disclose
Flat·+0.0%
+8.4% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
N
Newmont Corporation (NEM)(NEM)$1K-$15K17 days to disclose
⚑ Basic Materials · Committee on Natural ResourcesFlat·+0.0%
+14.1% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
Common Stock (TDG)(TDG)$1K-$15K
17 days to disclose
⚑ Defense · AviationFlat·+0.0%
+11.3% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
V
(VRSK)(VRSK)$1K-$15K17 days to disclose
Flat·+0.0%
+32.1% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
M
(MELI)(MELI)$1K-$15K17 days to disclose
Flat·+0.0%
+32.1% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
C
(CTAS)(CTAS)$1K-$15K17 days to disclose
⚑ Industrials · Water Resources and EnvironmentFlat·+0.0%
+13.9% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
L
Stock (LEN)(LEN)$1K-$15K17 days to disclose
Flat·+0.0%
+13.2% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
H
H&R Block, Inc. Common Stock (HRB)(HRB)$1K-$15K17 days to disclose
Flat·+0.0%
+13.2% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
E
Eversource Energy (ES)(ES)$1K-$15K17 days to disclose
⚑ Utilities · Committee on Natural ResourcesFlat·+0.0%
+5.4% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
Boeing Company (BA)(BA)$1K-$15K
17 days to disclose
⚑ Defense · AviationFlat·+0.0%
+11.3% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
H
Shares (HLN)(HLN)$1K-$15K17 days to disclose
Flat·+0.0%
+13.2% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
M
Stock (MRVL)(MRVL)$1K-$15K17 days to disclose
Flat·+0.0%
+32.1% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
H
Common Stock (HIG)(HIG)$1K-$15K17 days to disclose
Flat·+0.0%
−3.6% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
(ROST)(ROST)$1K-$15K
17 days to disclose
⚑ Consumer Cyclical · Highways and TransitFlat·+0.0%
+0.4% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
Stock (QCOM)(QCOM)$1K-$15K
17 days to disclose
Flat·+0.0%
+32.1% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
G
GSK plc American Depositary Shares (GSK)(GSK)$1K-$15K17 days to disclose
Flat·+0.0%
+8.4% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓soldBrown & Brown, Inc. Common Stock (BRO)(BRO)$1K-$15K
17 days to disclose
Flat·+0.0%
−3.6% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
Shares (ETN)(ETN)$1K-$15K
17 days to disclose
⚑ Industrials · Water Resources and EnvironmentFlat·+0.0%
+13.9% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
Kenvue Inc. Common Stock (KVUE)(KVUE)$1K-$15K
17 days to disclose
Flat·+0.0%
+8.4% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
Corporation Common Stock (BK)(BK)$1K-$15K
17 days to disclose
Flat·+0.0%
−3.6% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
The Cigna Group Common Stock (CI)(CI)$1K-$15K
17 days to disclose
Flat·+0.0%
+8.4% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
K
Keurig Dr Pepper Inc. (KDP)(KDP)$1K-$15K17 days to disclose
Flat·+0.0%
+6.7% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
Common Stock (HLT)(HLT)$1K-$15K
17 days to disclose
⚑ Consumer Cyclical · Highways and TransitFlat·+0.0%
+0.4% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
C
CRH PLC Ordinary Shares (CRH)(CRH)$1K-$15K17 days to disclose
⚑ Basic Materials · Committee on Natural ResourcesFlat·+0.0%
+14.1% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
Crown Castle Inc. Common Stock (CCI)(CCI)$1K-$15K
17 days to disclose
⚑ Real Estate · Indian and Insular AffairsFlat·+0.0%
+6.5% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
H
(HEI.A)(HEI.A)$1K-$15K17 days to discloseprice pending
●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
Deere & Company Common Stock (DE)(DE)$1K-$15K
17 days to disclose
⚑ Industrials · Water Resources and EnvironmentFlat·+0.0%
+13.9% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
Common Stock (MDLZ)(MDLZ)$1K-$15K
17 days to disclose
Flat·+0.0%
+6.7% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
E
Common Stock (ELAN)(ELAN)$1K-$15K17 days to disclose
Flat·+0.0%
+8.4% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
Common Stock (APP)(APP)$1K-$15K
17 days to disclose
Flat·+0.0%
+32.1% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
Common Stock (CHRW)(CHRW)$1K-$15K
17 days to disclose
⚑ Transportation · Committee on Transportation and InfrastructureFlat·+0.0%
+13.9% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
Eli Lilly and Company Common Stock (LLY)(LLY)$1K-$15K
17 days to disclose
Flat·+0.0%
+8.4% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
Stock (XOM)(XOM)$1K-$15K
17 days to disclose
⚑ Energy · Committee on Natural ResourcesFlat·+0.0%
+29.7% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
(GOOG)(GOOG)$1K-$15K
17 days to disclose
Flat·+0.0%
+32.1% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
Common Stock (CMCSA)(CMCSA)$1K-$15K
17 days to disclose
Flat·+0.0%
−2.4% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
A
Stock (APH)(APH)$1K-$15K17 days to disclose
Flat·+0.0%
+32.1% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
GE Vernova Inc. Common Stock (GEV)(GEV)$1K-$15K
17 days to disclose
Flat·+0.0%
+13.2% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
F
Stock (FERG)(FERG)$1K-$15K17 days to disclose
⚑ Industrials · Water Resources and EnvironmentFlat·+0.0%
+13.9% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
(NVDA)(NVDA)$50K-$100K
17 days to disclose
Flat·+0.0%
+32.1% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
G
Gen Digital Inc. - Common Stock (GEN)(GEN)$1K-$15K17 days to disclose
Flat·+0.0%
+32.1% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
(GILD)(GILD)$1K-$15K
17 days to disclose
Flat·+0.0%
+8.4% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
Common Stock (BRK.B)(BRK.B)$1K-$15K
17 days to discloseprice pending
●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
Stock (JPM)(JPM)$1K-$15K
17 days to disclose
Flat·+0.0%
−3.6% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
M
Common Stock (MMC)(MMC)$1K-$15K17 days to discloseprice pending
●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
U.S. Bancorp Common Stock (USB)(USB)$1K-$15K
17 days to disclose
Flat·+0.0%
−3.6% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
Charles Schwab Corporation (SCHW)(SCHW)$1K-$15K
17 days to disclose
Flat·+0.0%
−3.6% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
C
Common Stock (CNQ)(CNQ)$1K-$15K17 days to disclose
Flat·+0.0%
+13.2% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
F
(FQVLF)(FQVLF)$1K-$15K17 days to disclose
Flat·+0.0%
+13.2% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
L
Receipt (LVMUY)(LVMUY)$1K-$15K17 days to disclose
Flat·+0.0%
+13.2% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
N
Stock (NXPI)(NXPI)$1K-$15K17 days to disclose
Flat·+0.0%
+32.1% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
Company Ltd. (TSM)(TSM)$1K-$15K
17 days to disclose
Flat·+0.0%
+32.1% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
W
Corporation Common Stock (WAB)(WAB)$1K-$15K17 days to disclose
⚑ Industrials · Water Resources and EnvironmentFlat·+0.0%
+13.9% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
D
Diageo plc Common Stock (DEO)(DEO)$1K-$15K17 days to disclose
Flat·+0.0%
+6.7% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
GE Aerospace Common Stock (GE)(GE)$1K-$15K
17 days to disclose
⚑ Aerospace · Committee on Transportation and InfrastructureFlat·+0.0%
+11.3% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
BlackRock, Inc. Common Stock (BLK)(BLK)$1K-$15K
17 days to disclose
Flat·+0.0%
−3.6% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
U
Stock (USFD)(USFD)$1K-$15K17 days to disclose
Flat·+0.0%
+13.2% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
Walt Disney Company (DIS)(DIS)$1K-$15K
17 days to disclose
Flat·+0.0%
−2.4% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
Tesla, Inc. - Common Stock (TSLA)(TSLA)$1K-$15K
17 days to disclose
⚑ Consumer Cyclical · Highways and TransitFlat·+0.0%
+0.4% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
M
Mosaic Company (MOS)(MOS)$1K-$15K17 days to disclose
Flat·+0.0%
+6.7% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
Netflix, Inc. - Common Stock (NFLX)(NFLX)$1K-$15K
17 days to disclose
Flat·+0.0%
−2.4% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
N
Common Stock (NTRS)(NTRS)$1K-$15K17 days to disclose
Flat·+0.0%
−3.6% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
Morgan Stanley Common Stock (MS)(MS)$1K-$15K
17 days to disclose
Flat·+0.0%
−3.6% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
N
Grid PLC (NGG)(NGG)$1K-$15K17 days to disclose
⚑ Utilities · Committee on Natural ResourcesFlat·+0.0%
+5.4% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
W
Company - Ordinary Shares (WTW)(WTW)$1K-$15K17 days to disclose
Flat·+0.0%
−3.6% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
R
Stock (RRX)(RRX)$1K-$15K17 days to disclose
Flat·+0.0%
+13.2% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
ConocoPhillips Common Stock (COP)(COP)$1K-$15K
17 days to disclose
⚑ Energy · Committee on Natural ResourcesFlat·+0.0%
+29.7% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
(CSCO)(CSCO)$1K-$15K
17 days to disclose
Flat·+0.0%
+32.1% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold(GOOGL)(GOOGL)$15K-$50K
17 days to disclose
Flat·+0.0%
+32.1% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
Salesforce, Inc. Common Stock (CRM)(CRM)$1K-$15K
17 days to disclose
Flat·+0.0%
+32.1% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
A
A Common Stock (ARES)(ARES)$1K-$15K17 days to disclose
Flat·+0.0%
−3.6% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
C
CSX Corporation (CSX)(CSX)$1K-$15K17 days to disclose
⚑ Transportation · Committee on Transportation and InfrastructureFlat·+0.0%
+13.9% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
Common Stock (COF)(COF)$1K-$15K
17 days to disclose
Flat·+0.0%
−3.6% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
S
Sherwin-Williams Company (SHW)(SHW)$1K-$15K17 days to disclose
⚑ Basic Materials · Committee on Natural ResourcesFlat·+0.0%
+14.1% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
C
Crown Holdings, Inc. (CCK)(CCK)$1K-$15K17 days to disclose
⚑ Basic Materials · Committee on Natural ResourcesFlat·+0.0%
+14.1% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
(AMZN)(AMZN)$15K-$50K
(AMZN)(AMZN)$15K-$50K17 days to disclose
Flat·+0.0%
+32.1% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
Apollo Global Management, Inc. (APO)(APO)$1K-$15K
17 days to disclose
Flat·+0.0%
−3.6% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
Shares (SHEL)(SHEL)$1K-$15K
17 days to disclose
⚑ Energy · Committee on Natural ResourcesFlat·+0.0%
+29.7% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
(AVGO)(AVGO)$15K-$50K
17 days to disclose
Flat·+0.0%
+32.1% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
Stock (LULU)(LULU)$1K-$15K
17 days to disclose
⚑ Consumer Cyclical · Highways and TransitFlat·+0.0%
+0.4% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
Apple Inc. - Common Stock (AAPL)(AAPL)$15K-$50K
17 days to disclose
Flat·+0.0%
+32.1% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
S
(SNPS)(SNPS)$1K-$15K17 days to disclose
Flat·+0.0%
+32.1% vs S&P 500●Filed Oct 10, 2025·traded Sep 23, 2025
↓sold
Visa Inc. (V)(V)$1K-$15K
17 days to disclose
Flat·+0.0%
−3.6% vs S&P 500| Filed | Trade date | Type | Stock | Smart move? | Size |
|---|---|---|---|---|---|
| May 15, 2026 | Apr 2, 2025 408 days to disclose · 363 past 45-day window | ↓sold | L LPLACommon Stock (LPLA) | Flat·+0.0% +3.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book Source filing ↗ |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | Common Stock (BAC) | Flat·+0.0% −3.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | Stock (LRCX) Fidelity Rollover IRA | Flat·+0.0% +32.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | N NTRNutrien Ltd. Common Shares (NTR) Fidelity Rollover IRA | Flat·+0.0% +6.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | (ULTA) Fidelity Rollover IRA | Flat·+0.0% +13.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | C CDNSCommon Stock (CDNS) Fidelity Rollover IRA | Flat·+0.0% +32.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | C CMEStock (CME) Fidelity Rollover IRA | Flat·+0.0% −3.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | Stock (RBLX) Fidelity Rollover IRA | Flat·+0.0% +32.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | Common Stock (TRV) Fidelity Rollover IRA | Flat·+0.0% −3.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | Stock (UBER) Fidelity Rollover IRA | Flat·+0.0% +32.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | P PCGStock (PCG) Fidelity Rollover IRA ⚑ Utilities · Committee on Natural Resources | Flat·+0.0% +5.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | S SNSharkNinja, Inc. Ordinary Shares (SN) Fidelity Rollover IRA | Flat·+0.0% +13.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | Johnson & Johnson Common Stock (JNJ) Fidelity Rollover IRA | Flat·+0.0% +8.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | U UCBJYUCB SA UNSP/ADR (UCBJY) Fidelity Rollover IRA | Flat·+0.0% +13.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | Stock (EMR) Fidelity Rollover IRA ⚑ Industrials · Water Resources and Environment | Flat·+0.0% +13.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | A AZOAutoZone, Inc. Common Stock (AZO) Fidelity Rollover IRA ⚑ Consumer Cyclical · Highways and Transit | price pending | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | B BF.BStock (BF.B) Fidelity Rollover IRA | price pending | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | Common Stock (NOC) ⚑ Defense · Aviation | price pending | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | Stock (CVS) Fidelity Rollover IRA | Flat·+0.0% +8.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | N NEMNewmont Corporation (NEM) Fidelity Rollover IRA ⚑ Basic Materials · Committee on Natural Resources | Flat·+0.0% +14.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | Common Stock (TDG) Fidelity Rollover IRA ⚑ Defense · Aviation | Flat·+0.0% +11.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | V VRSK(VRSK) Fidelity Rollover IRA | Flat·+0.0% +32.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | M MELI(MELI) Fidelity Rollover IRA | Flat·+0.0% +32.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | C CTAS(CTAS) Fidelity Rollover IRA ⚑ Industrials · Water Resources and Environment | Flat·+0.0% +13.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | L LENStock (LEN) Fidelity Rollover IRA | Flat·+0.0% +13.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | H HRBH&R Block, Inc. Common Stock (HRB) Fidelity Rollover IRA | Flat·+0.0% +13.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | E ESEversource Energy (ES) Fidelity Rollover IRA ⚑ Utilities · Committee on Natural Resources | Flat·+0.0% +5.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | Boeing Company (BA) Fidelity Rollover IRA ⚑ Defense · Aviation | Flat·+0.0% +11.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | H HLNShares (HLN) Fidelity Rollover IRA | Flat·+0.0% +13.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | M MRVLStock (MRVL) Fidelity Rollover IRA | Flat·+0.0% +32.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | H HIGCommon Stock (HIG) Fidelity Rollover IRA | Flat·+0.0% −3.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | (ROST) Fidelity Rollover IRA ⚑ Consumer Cyclical · Highways and Transit | Flat·+0.0% +0.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | Stock (QCOM) Fidelity Rollover IRA D: Purchase 9/10/25 less than $1,000 | Flat·+0.0% +32.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | G GSKGSK plc American Depositary Shares (GSK) Fidelity Rollover IRA | Flat·+0.0% +8.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | Brown & Brown, Inc. Common Stock (BRO) Fidelity Rollover IRA | Flat·+0.0% −3.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | Shares (ETN) Fidelity Rollover IRA ⚑ Industrials · Water Resources and Environment | Flat·+0.0% +13.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | Kenvue Inc. Common Stock (KVUE) Fidelity Rollover IRA | Flat·+0.0% +8.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | Corporation Common Stock (BK) Fidelity Rollover IRA | Flat·+0.0% −3.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | The Cigna Group Common Stock (CI) Fidelity Rollover IRA | Flat·+0.0% +8.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | K KDPKeurig Dr Pepper Inc. (KDP) Fidelity Rollover IRA | Flat·+0.0% +6.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | Common Stock (HLT) Fidelity Rollover IRA ⚑ Consumer Cyclical · Highways and Transit | Flat·+0.0% +0.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | C CRHCRH PLC Ordinary Shares (CRH) Fidelity Rollover IRA ⚑ Basic Materials · Committee on Natural Resources | Flat·+0.0% +14.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | Crown Castle Inc. Common Stock (CCI) Fidelity Rollover IRA ⚑ Real Estate · Indian and Insular Affairs | Flat·+0.0% +6.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | H HEI.A(HEI.A) Fidelity Rollover IRA | price pending | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | Deere & Company Common Stock (DE) Fidelity Rollover IRA ⚑ Industrials · Water Resources and Environment | Flat·+0.0% +13.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | Common Stock (MDLZ) Fidelity Rollover IRA | Flat·+0.0% +6.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | E ELANCommon Stock (ELAN) Fidelity Rollover IRA | Flat·+0.0% +8.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | Common Stock (APP) Fidelity Rollover IRA | Flat·+0.0% +32.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | Common Stock (CHRW) ⚑ Transportation · Committee on Transportation and Infrastructure | Flat·+0.0% +13.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | Eli Lilly and Company Common Stock (LLY) Fidelity Rollover IRA | Flat·+0.0% +8.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | Stock (XOM) Fidelity Rollover IRA ⚑ Energy · Committee on Natural Resources | Flat·+0.0% +29.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | (GOOG) Fidelity Rollover IRA | Flat·+0.0% +32.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | Common Stock (CMCSA) Fidelity Rollover IRA | Flat·+0.0% −2.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | A APHStock (APH) | Flat·+0.0% +32.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | GE Vernova Inc. Common Stock (GEV) Fidelity Rollover IRA | Flat·+0.0% +13.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | F FERGStock (FERG) Fidelity Rollover IRA ⚑ Industrials · Water Resources and Environment | Flat·+0.0% +13.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | (NVDA) Fidelity Rollover IRA | Flat·+0.0% +32.1% vs S&P 500 | $50K-$100K $50,001 - $100,000 7.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | G GENGen Digital Inc. - Common Stock (GEN) Fidelity Rollover IRA | Flat·+0.0% +32.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | (GILD) Fidelity Rollover IRA | Flat·+0.0% +8.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | Common Stock (BRK.B) Fidelity Rollover IRA | price pending | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | Stock (JPM) Fidelity Rollover IRA | Flat·+0.0% −3.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | M MMCCommon Stock (MMC) Fidelity Rollover IRA | price pending | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | U.S. Bancorp Common Stock (USB) Fidelity Rollover IRA | Flat·+0.0% −3.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | Charles Schwab Corporation (SCHW) Fidelity Rollover IRA | Flat·+0.0% −3.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | C CNQCommon Stock (CNQ) Fidelity Rollover IRA | Flat·+0.0% +13.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | F FQVLF(FQVLF) Fidelity Rollover IRA | Flat·+0.0% +13.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | L LVMUYReceipt (LVMUY) Fidelity Rollover IRA | Flat·+0.0% +13.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | N NXPIStock (NXPI) Fidelity Rollover IRA | Flat·+0.0% +32.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | Company Ltd. (TSM) Fidelity Rollover IRA | Flat·+0.0% +32.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | W WABCorporation Common Stock (WAB) Fidelity Rollover IRA ⚑ Industrials · Water Resources and Environment | Flat·+0.0% +13.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | D DEODiageo plc Common Stock (DEO) Fidelity Rollover IRA | Flat·+0.0% +6.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | GE Aerospace Common Stock (GE) Fidelity Rollover IRA ⚑ Aerospace · Committee on Transportation and Infrastructure | Flat·+0.0% +11.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | BlackRock, Inc. Common Stock (BLK) Fidelity Rollover IRA | Flat·+0.0% −3.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | U USFDStock (USFD) Fidelity Rollover IRA | Flat·+0.0% +13.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | Walt Disney Company (DIS) Fidelity Rollover IRA | Flat·+0.0% −2.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | Tesla, Inc. - Common Stock (TSLA) Fidelity Rollover IRA ⚑ Consumer Cyclical · Highways and Transit | Flat·+0.0% +0.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | M MOSMosaic Company (MOS) Fidelity Rollover IRA | Flat·+0.0% +6.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | Netflix, Inc. - Common Stock (NFLX) Fidelity Rollover IRA | Flat·+0.0% −2.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | N NTRSCommon Stock (NTRS) Fidelity Rollover IRA | Flat·+0.0% −3.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | Morgan Stanley Common Stock (MS) Fidelity Rollover IRA | Flat·+0.0% −3.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | N NGGGrid PLC (NGG) Fidelity Rollover IRA ⚑ Utilities · Committee on Natural Resources | Flat·+0.0% +5.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | W WTWCompany - Ordinary Shares (WTW) Fidelity Rollover IRA | Flat·+0.0% −3.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | R RRXStock (RRX) Fidelity Rollover IRA | Flat·+0.0% +13.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | ConocoPhillips Common Stock (COP) Fidelity Rollover IRA ⚑ Energy · Committee on Natural Resources | Flat·+0.0% +29.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | (CSCO) Fidelity Rollover IRA | Flat·+0.0% +32.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | (GOOGL) Fidelity Rollover IRA | Flat·+0.0% +32.1% vs S&P 500 | $15K-$50K $15,001 - $50,000 3.4% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | Salesforce, Inc. Common Stock (CRM) Fidelity Rollover IRA | Flat·+0.0% +32.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | A ARESA Common Stock (ARES) Fidelity Rollover IRA | Flat·+0.0% −3.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | C CSXCSX Corporation (CSX) Fidelity Rollover IRA ⚑ Transportation · Committee on Transportation and Infrastructure | Flat·+0.0% +13.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | Common Stock (COF) Fidelity Rollover IRA | Flat·+0.0% −3.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | S SHWSherwin-Williams Company (SHW) Fidelity Rollover IRA ⚑ Basic Materials · Committee on Natural Resources | Flat·+0.0% +14.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | C CCKCrown Holdings, Inc. (CCK) Fidelity Rollover IRA ⚑ Basic Materials · Committee on Natural Resources | Flat·+0.0% +14.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | AMZN (AMZN) Fidelity Rollover IRA | Flat·+0.0% +32.1% vs S&P 500 | $15K-$50K $15,001 - $50,000 3.4% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | Apollo Global Management, Inc. (APO) Fidelity Rollover IRA | Flat·+0.0% −3.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | Shares (SHEL) Fidelity Rollover IRA ⚑ Energy · Committee on Natural Resources | Flat·+0.0% +29.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | (AVGO) Fidelity Rollover IRA | Flat·+0.0% +32.1% vs S&P 500 | $15K-$50K $15,001 - $50,000 3.4% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | Stock (LULU) Fidelity Rollover IRA ⚑ Consumer Cyclical · Highways and Transit | Flat·+0.0% +0.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | Apple Inc. - Common Stock (AAPL) Fidelity Rollover IRA | Flat·+0.0% +32.1% vs S&P 500 | $15K-$50K $15,001 - $50,000 3.4% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | S SNPS(SNPS) Fidelity Rollover IRA | Flat·+0.0% +32.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 10, 2025 | Sep 23, 2025 17 days to disclose | ↓sold | Visa Inc. (V) Fidelity Rollover IRA | Flat·+0.0% −3.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
Their record vs the S&P 500
94 priced trades compared to a same-direction S&P 500 benchmark.
Politician portfolio+$0
S&P 500 benchmark−$150.4K
Alpha+$150.4K
Gold line = cumulative dollar P&L · Dashed = S&P 500 over same window · Bars = monthly trade volume
Oversight committees · 7
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 · 32 bills
12 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.
- Neighbors Not Enemies ActReferred to the House Committee on the Judiciary.
- To protect our democracy by preventing abuses of Presidential power, restoring checks and balances and accountability and transparency in government, and defending elections against foreign interference, and for other purposes.Referred to the Committee on Oversight and Government Reform, and in addition to the Committees on the Judiciary, House Administration, the Budget, Transportation and Infrastructure, Rules, Foreign Affairs, Ways and Means, and Intelligence (Permanent Select), for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.
- Calling for a trade policy that supports workers, consumers, independent farmers, small businesses, and the environment.Referred to the House Committee on Ways and Means.
- Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove the United States Armed Forces from hostilities in Lebanon that have not been authorized by Congress.Referred to the House Committee on Foreign Affairs.
- No WAR ActReferred to the Committee on Rules, and in addition to the Committee on the Budget, for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.
- Workplace Violence Prevention for Health Care and Social Service Workers ActReferred to the Committee on Education and Workforce, and in addition to the Committees on Energy and Commerce, and Ways and Means, for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.
- No Tax on Overtime for All Workers ActReferred to the House Committee on Ways and Means.
- Shared Micromobility Investment ActReferred to the House Committee on Transportation and Infrastructure.
- Condemning attacks on civilians in Sudan and calling for an end to external support to the warring parties and for efforts to promote a negotiated settlement of the war.Ordered to be Reported in the Nature of a Substitute by the Yeas and Nays: 44 - 2.
- Expressing the sense of the House of Representatives that public servants should be commended for their dedication and continued service to the United States, including their commitment to defending the Constitution and delivering essential services to United States citizens, and in doing so, supporting the United States economy, during Public Service Recognition Week and throughout the year.Referred to the House Committee on Oversight and Government Reform.
- Reward Work ActReferred to the House Committee on Financial Services.
- Social Security Expansion ActReferred to the Subcommittee on Railroads, Pipelines, and Hazardous Materials.
- Postal Employee Appeal Rights Amendment Act of 2025ASSUMING FIRST SPONSORSHIP - Mr. Walkinshaw asked unanimous consent that he may hereafter be considered as the first sponsor of H.R. 1559, a bill originally introduced by Representative Connolly, for the purpose of adding cosponsors and requesting reprintings pursuant to clause 7 of rule XII. Agreed to without objection.
- Peace Through Strength Against Russia Act of 2025Referred to the Committee on Foreign Affairs, and in addition to the Committees on the Judiciary, Financial Services, Ways and Means, Oversight and Government Reform, Energy and Commerce, and Rules, for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.
- Celebrating the 50th anniversary of the Magnuson-Stevens Fishery Conservation and Management Act on April 13, 2026, and recognizing its significant impact on the sustainable and profitable management of the Nation's fishery resources.Referred to the House Committee on Natural Resources.
- Transit Workforce Development ActReferred to the House Committee on Transportation and Infrastructure.
- UNRWA Funding Emergency Restoration Act of 2025Referred to the House Committee on Foreign Affairs.
- Honoring the 2026 Olympians and Paralympians from Oregon.Referred to the House Committee on Oversight and Government Reform.
- Congressional Tribute to Constance Baker Motley Act of 2025Referred to the House Committee on Financial Services.
- Tyler Clementi Higher Education Anti-Harassment Act of 2025Referred to the House Committee on Education and Workforce.