Every stock trade disclosed by Congress

Since the trade: the stock's move from its estimated entry price (a purchase) or estimated exit price (a sale) to its current price, the latest close we hold. Not the member's result.

1. Filed Oct 10, 2023100 trades in this report
   • sold LOW Lowe's
     Traded Sep 8, 2023 · disclosed 32 days later
     $1,001 - $15,000
     Since the trade-9.6% since the saleEstimated exit price $231.29, close on Fri Sep 8, 2023Current price $209.07, close on Fri Oct 30
   • sold IT Gartner
     Traded Sep 8, 2023 · disclosed 32 days later
     $1,001 - $15,000
     Since the trade-35.4% since the saleEstimated exit price $354.15, close on Fri Sep 8, 2023Current price $228.79, close on Fri Oct 30
   • sold WAT Waters
     Traded Sep 8, 2023 · disclosed 32 days later
     $1,001 - $15,000
     Since the trade+75.6% since the saleEstimated exit price $263.57, close on Fri Sep 8, 2023Current price $462.72, close on Fri Oct 30
   Show 57 more (60 of 100 here; all 100 on Lois Frankel's page)Show fewer

   • sold HAL Halliburton
     Traded Sep 8, 2023 · disclosed 32 days later
     $1,001 - $15,000
     Since the trade-12.4% since the saleEstimated exit price $41.28, close on Fri Sep 8, 2023Current price $36.17, close on Fri Oct 30
   • sold NSRGY Nestle SA Sponsored ADR Representing Registered Shares Series B
     Traded Sep 8, 2023 · disclosed 32 days later
     $1,001 - $15,000
     Since the traden/a
   • sold XEL Xcel Energy
     Traded Sep 8, 2023 · disclosed 32 days later
     $1,001 - $15,000
     Since the trade+39.9% since the saleEstimated exit price $57.07, close on Fri Sep 8, 2023Current price $79.82, close on Fri Oct 30
   • sold DORM Dorman Products
     Traded Sep 8, 2023 · disclosed 32 days later
     $1,001 - $15,000
     Since the trade+73.0% since the saleEstimated exit price $78.60, close on Fri Sep 8, 2023Current price $136.01, close on Fri Oct 30
   • sold MMC Marsh & McLennan
     Traded Sep 8, 2023 · disclosed 32 days later
     $1,001 - $15,000
     Since the traden/aNow trading as MRSH
   • sold LNT Alliant Energy
     Traded Sep 8, 2023 · disclosed 32 days later
     $1,001 - $15,000
     Since the trade+41.2% since the saleEstimated exit price $50.74, close on Fri Sep 8, 2023Current price $71.65, close on Fri Oct 30
   • sold PCAR PACCAR
     Traded Sep 8, 2023 · disclosed 32 days later
     $1,001 - $15,000
     Since the trade+20.6% since the saleEstimated exit price $84.51, close on Fri Sep 8, 2023Current price $101.91, close on Fri Oct 30
   • sold SSNC SS&C Technologies Holdings
     Traded Sep 8, 2023 · disclosed 32 days later
     $1,001 - $15,000
     Since the trade+44.2% since the saleEstimated exit price $55.73, close on Fri Sep 8, 2023Current price $80.39, close on Fri Oct 30
   • sold LKQ
     Traded Sep 8, 2023 · disclosed 32 days later
     $1,001 - $15,000
     Since the trade-63.2% since the saleEstimated exit price $50.46, close on Fri Sep 8, 2023Current price $18.56, close on Fri Oct 30
   • sold MKL Markel
     Traded Sep 8, 2023 · disclosed 32 days later
     $1,001 - $15,000
     Since the trade+26.9% since the saleEstimated exit price $1,473.08, close on Fri Sep 8, 2023Current price $1,869.82, close on Fri Oct 30
   • sold PEP PepsiCo
     Traded Sep 8, 2023 · disclosed 32 days later
     $1,001 - $15,000
     Since the trade-22.1% since the saleEstimated exit price $176.27, close on Fri Sep 8, 2023Current price $137.34, close on Fri Oct 30
   • sold MRK Merck
     Traded Sep 8, 2023 · disclosed 32 days later
     $1,001 - $15,000
     Since the trade+37.1% since the saleEstimated exit price $109.05, close on Fri Sep 8, 2023Current price $149.52, close on Fri Oct 30
   • sold TEL TE Connectivity
     Traded Sep 8, 2023 · disclosed 32 days later
     $1,001 - $15,000
     Since the trade+66.6% since the saleEstimated exit price $127.86, close on Fri Sep 8, 2023Current price $213.03, close on Fri Oct 30
   • sold SUI Sun Communities
     Traded Sep 8, 2023 · disclosed 32 days later
     $1,001 - $15,000
     Since the trade-4.7% since the saleEstimated exit price $118.83, close on Fri Sep 8, 2023Current price $113.26, close on Fri Oct 30
   • sold NOC Northrop Grumman
     Traded Sep 8, 2023 · disclosed 32 days later
     $1,001 - $15,000
     Since the trade+31.9% since the saleEstimated exit price $422.72, close on Fri Sep 8, 2023Current price $557.54, close on Fri Oct 30
   • sold MAR Marriott International
     Traded Sep 8, 2023 · disclosed 32 days later
     $1,001 - $15,000
     Since the trade+94.4% since the saleEstimated exit price $205.45, close on Fri Sep 8, 2023Current price $399.30, close on Fri Oct 30
   • sold LBRDK Liberty Broadband
     Traded Sep 8, 2023 · disclosed 32 days later
     $1,001 - $15,000
     Since the traden/a
   • sold RGLD Royal Gold
     Traded Sep 8, 2023 · disclosed 32 days later
     $1,001 - $15,000
     Since the trade+110.1% since the saleEstimated exit price $108.91, close on Fri Sep 8, 2023Current price $228.77, close on Fri Oct 30
   • sold PXD Pioneer Natural Resources
     Traded Sep 8, 2023 · disclosed 32 days later
     $1,001 - $15,000
     Since the traden/aPrice history ends May 2, 2024
   • sold PLD Prologis
     Traded Sep 8, 2023 · disclosed 32 days later
     $15,001 - $50,000
     Since the trade+4.6% since the saleEstimated exit price $122.48, close on Fri Sep 8, 2023Current price $128.06, close on Fri Oct 30
   • sold KVUE Kenvue
     Traded Sep 8, 2023 · disclosed 32 days later
     $1,001 - $15,000
     Since the trade-9.3% since the saleEstimated exit price $21.30, close on Fri Sep 8, 2023Current price $19.31, close on Fri Oct 30
   • sold TT Trane Technologies
     Traded Sep 8, 2023 · disclosed 32 days later
     $1,001 - $15,000
     Since the trade+99.1% since the saleEstimated exit price $205.94, close on Fri Sep 8, 2023Current price $410.00, close on Fri Oct 30
   • sold TMO Thermo Fisher Scientific
     Traded Sep 8, 2023 · disclosed 32 days later
     $1,001 - $15,000
     Since the trade+34.5% since the saleEstimated exit price $518.27, close on Fri Sep 8, 2023Current price $697.00, close on Fri Oct 30
   • sold JNJ Johnson & Johnson
     Traded Sep 8, 2023 · disclosed 32 days later
     $1,001 - $15,000
     Since the trade+70.2% since the saleEstimated exit price $160.56, close on Fri Sep 8, 2023Current price $273.20, close on Fri Oct 30
   • sold BWXT BWX Technologies
     Traded Sep 8, 2023 · disclosed 32 days later
     $1,001 - $15,000
     Since the trade+81.3% since the saleEstimated exit price $72.10, close on Fri Sep 8, 2023Current price $130.70, close on Fri Oct 30
   • sold CRL Charles River Laboratories International
     Traded Sep 8, 2023 · disclosed 32 days later
     $1,001 - $15,000
     Since the trade+79.9% since the saleEstimated exit price $199.74, close on Fri Sep 8, 2023Current price $359.41, close on Fri Oct 30
   • sold BSX Boston Scientific
     Traded Sep 8, 2023 · disclosed 32 days later
     $1,001 - $15,000
     Since the trade-22.1% since the saleEstimated exit price $53.87, close on Fri Sep 8, 2023Current price $41.98, close on Fri Oct 30
   • sold BAH Booz Allen Hamilton Holding
     Traded Sep 8, 2023 · disclosed 32 days later
     $1,001 - $15,000
     Since the trade-21.0% since the saleEstimated exit price $111.95, close on Fri Sep 8, 2023Current price $88.49, close on Fri Oct 30
   • sold CI Cigna
     Traded Sep 8, 2023 · disclosed 32 days later
     $15,001 - $50,000
     Since the trade+6.0% since the saleEstimated exit price $281.48, close on Fri Sep 8, 2023Current price $298.23, close on Fri Oct 30
   • sold CB Chubb
     Traded Sep 8, 2023 · disclosed 32 days later
     $1,001 - $15,000
     Since the trade+77.9% since the saleEstimated exit price $204.67, close on Fri Sep 8, 2023Current price $364.12, close on Fri Oct 30
   • sold GL Globe Life
     Traded Sep 8, 2023 · disclosed 32 days later
     $1,001 - $15,000
     Since the trade+45.7% since the saleEstimated exit price $109.16, close on Fri Sep 8, 2023Current price $159.08, close on Fri Oct 30
   • sold ARE Alexandria Real Estate Equities
     Traded Sep 8, 2023 · disclosed 32 days later
     $1,001 - $15,000
     Since the trade-65.0% since the saleEstimated exit price $115.01, close on Fri Sep 8, 2023Current price $40.20, close on Fri Oct 30
   • sold DD DuPont de Nemours
     Traded Sep 8, 2023 · disclosed 32 days later
     $1,001 - $15,000
     Since the traden/a
   • sold ETN Eaton
     Traded Sep 8, 2023 · disclosed 32 days later
     $1,001 - $15,000
     Since the trade+56.7% since the saleEstimated exit price $236.13, close on Fri Sep 8, 2023Current price $369.97, close on Fri Oct 30
   • sold DUK Duke Energy
     Traded Sep 8, 2023 · disclosed 32 days later
     $1,001 - $15,000
     Since the trade+40.0% since the saleEstimated exit price $91.02, close on Fri Sep 8, 2023Current price $127.39, close on Fri Oct 30
   • sold CASY Casey's General Stores
     Traded Sep 8, 2023 · disclosed 32 days later
     $1,001 - $15,000
     Since the trade+181.2% since the saleEstimated exit price $241.87, close on Fri Sep 8, 2023Current price $680.19, close on Fri Oct 30
   • sold D Dominion Energy
     Traded Sep 8, 2023 · disclosed 32 days later
     $1,001 - $15,000
     Since the trade+41.4% since the saleEstimated exit price $47.12, close on Fri Sep 8, 2023Current price $66.62, close on Fri Oct 30
   • sold COLD Americold Realty Trust
     Traded Sep 8, 2023 · disclosed 32 days later
     $1,001 - $15,000
     Since the trade-56.3% since the saleEstimated exit price $32.87, close on Fri Sep 8, 2023Current price $14.37, close on Fri Oct 30
   • sold CMCSA Comcast
     Traded Sep 8, 2023 · disclosed 32 days later
     $15,001 - $50,000
     Since the trade-48.4% since the saleEstimated exit price $45.03, close on Fri Sep 8, 2023Current price $23.22, close on Fri Oct 30
   • sold HES Hess
     Traded Sep 8, 2023 · disclosed 32 days later
     $1,001 - $15,000
     Since the traden/a
   • sold FANG Diamondback Energy
     Traded Sep 8, 2023 · disclosed 32 days later
     $1,001 - $15,000
     Since the trade+35.9% since the saleEstimated exit price $156.03, close on Fri Sep 8, 2023Current price $212.08, close on Fri Oct 30
   • sold NXPI NXP Semiconductors
     Traded Sep 8, 2023 · disclosed 32 days later
     $1,001 - $15,000
     Since the trade+27.9% since the saleEstimated exit price $203.05, close on Fri Sep 8, 2023Current price $259.61, close on Fri Oct 30
   • sold VNT Vontier
     Traded Sep 8, 2023 · disclosed 32 days later
     $1,001 - $15,000
     Since the trade+18.3% since the saleEstimated exit price $30.12, close on Fri Sep 8, 2023Current price $35.62, close on Fri Oct 30
   • sold PNC PNC Financial Services Group
     Traded Sep 8, 2023 · disclosed 32 days later
     $1,001 - $15,000
     Since the trade+94.9% since the saleEstimated exit price $116.93, close on Fri Sep 8, 2023Current price $227.86, close on Fri Oct 30
   • sold SHW Sherwin-Williams
     Traded Sep 8, 2023 · disclosed 32 days later
     $1,001 - $15,000
     Since the trade+22.5% since the saleEstimated exit price $271.45, close on Fri Sep 8, 2023Current price $332.61, close on Fri Oct 30
   • sold ACN Accenture
     Traded Sep 8, 2023 · disclosed 32 days later
     $1,001 - $15,000
     Since the trade-20.7% since the saleEstimated exit price $325.47, close on Fri Sep 8, 2023Current price $258.24, close on Fri Oct 30
   • sold TGT Target
     Traded Sep 8, 2023 · disclosed 32 days later
     $1,001 - $15,000
     Since the trade+24.8% since the saleEstimated exit price $123.69, close on Fri Sep 8, 2023Current price $154.38, close on Fri Oct 30
   • sold NDAQ Nasdaq
     Traded Sep 8, 2023 · disclosed 32 days later
     $1,001 - $15,000
     Since the trade+106.6% since the saleEstimated exit price $51.43, close on Fri Sep 8, 2023Current price $106.23, close on Fri Oct 30
   • sold GD General Dynamics
     Traded Sep 8, 2023 · disclosed 32 days later
     $1,001 - $15,000
     Since the trade+71.0% since the saleEstimated exit price $217.87, close on Fri Sep 8, 2023Current price $372.59, close on Fri Oct 30
   • sold SO Southern
     Traded Sep 8, 2023 · disclosed 32 days later
     $1,001 - $15,000
     Since the trade+38.0% since the saleEstimated exit price $67.93, close on Fri Sep 8, 2023Current price $93.71, close on Fri Oct 30
   • sold PFE Pfizer
     Traded Sep 8, 2023 · disclosed 32 days later
     $1,001 - $15,000
     Since the trade-10.9% since the saleEstimated exit price $34.25, close on Fri Sep 8, 2023Current price $30.52, close on Fri Oct 30
   • sold WRB W. R. Berkley
     Traded Sep 8, 2023 · disclosed 32 days later
     $1,001 - $15,000
     Since the trade+78.9% since the saleEstimated exit price $61.94, close on Fri Sep 8, 2023$41.29 in today's shares after a 3-for-2 splitCurrent price $73.86, close on Fri Oct 30
   • sold FAF First American
     Traded Sep 8, 2023 · disclosed 32 days later
     $1,001 - $15,000
     Since the trade+5.9% since the saleEstimated exit price $60.24, close on Fri Sep 8, 2023Current price $63.82, close on Fri Oct 30
   • sold POR Portland General Electric
     Traded Sep 8, 2023 · disclosed 32 days later
     $1,001 - $15,000
     Since the trade+1.7% since the saleEstimated exit price $43.68, close on Fri Sep 8, 2023Current price $44.42, close on Fri Oct 30
   • sold WSO Watsco
     Traded Sep 8, 2023 · disclosed 32 days later
     $1,001 - $15,000
     Since the trade-13.1% since the saleEstimated exit price $349.49, close on Fri Sep 8, 2023Current price $303.56, close on Fri Oct 30
   • sold BR Broadridge Financial Solutions
     Traded Sep 8, 2023 · disclosed 32 days later
     $1,001 - $15,000
     Since the trade-4.7% since the saleEstimated exit price $187.73, close on Fri Sep 8, 2023Current price $178.82, close on Fri Oct 30
   • sold TXN Texas Instruments
     Traded Sep 8, 2023 · disclosed 32 days later
     $1,001 - $15,000
     Since the trade+82.7% since the saleEstimated exit price $164.66, close on Fri Sep 8, 2023Current price $300.84, close on Fri Oct 30

   Back to the top of this report · All 100 trades on Lois Frankel's page

2. Filed Aug 26, 202321 trades in this report
   • bought KVUE Kenvue
     Traded Aug 10, 2023 · disclosed 16 days later
     $1,001 - $15,000
     Since the trade-17.4% since the tradeEstimated entry price $23.37, close on Thu Aug 10, 2023Current price $19.31, close on Fri Oct 30
   • sold WTW Willis Towers Watson
     Traded Aug 10, 2023 · disclosed 16 days later
     $1,001 - $15,000
     Since the trade+61.3% since the saleEstimated exit price $201.16, close on Thu Aug 10, 2023Current price $324.42, close on Fri Oct 30
   • sold JNJ Johnson & Johnson
     Traded Aug 10, 2023 · disclosed 16 days later
     $1,001 - $15,000
     Since the trade+58.7% since the saleEstimated exit price $172.17, close on Thu Aug 10, 2023Current price $273.20, close on Fri Oct 30
   Show the other 18 trades in this reportShow fewer

   • sold IFF International Flavors & Fragrances
     Traded Aug 9, 2023 · disclosed 17 days later
     $1,001 - $15,000
     Since the trade+45.8% since the saleEstimated exit price $63.78, close on Wed Aug 9, 2023Current price $93.02, close on Fri Oct 30
   • sold WTW Willis Towers Watson
     Traded Aug 9, 2023 · disclosed 17 days later
     $1,001 - $15,000
     Since the trade+60.4% since the saleEstimated exit price $202.29, close on Wed Aug 9, 2023Current price $324.42, close on Fri Oct 30
   • bought SHV iShares Short Treasury Bond ETF Fund
     Traded Aug 9, 2023 · disclosed 17 days later
     $1,001 - $15,000
     Since the traden/a
   • bought SHV iShares Short Treasury Bond ETF Fund
     Traded Aug 7, 2023 · disclosed 19 days later
     $1,001 - $15,000
     Since the traden/a
   • sold NSP Insperity
     Traded Aug 7, 2023 · disclosed 19 days later
     $1,001 - $15,000
     Since the trade-50.0% since the saleEstimated exit price $97.40, close on Mon Aug 7, 2023Current price $48.68, close on Fri Oct 30
   • sold FLR Fluor
     Traded Aug 4, 2023 · disclosed 22 days later
     $1,001 - $15,000
     Since the trade+30.4% since the saleEstimated exit price $35.94, close on Fri Aug 4, 2023Current price $46.86, close on Fri Oct 30
   • sold SEDG SolarEdge Technologies
     Traded Aug 4, 2023 · disclosed 22 days later
     $1,001 - $15,000
     Since the trade-83.5% since the saleEstimated exit price $182.65, close on Fri Aug 4, 2023Current price $30.05, close on Fri Oct 30
   • sold NSP Insperity
     Traded Aug 4, 2023 · disclosed 22 days later
     $1,001 - $15,000
     Since the trade-48.3% since the saleEstimated exit price $94.15, close on Fri Aug 4, 2023Current price $48.68, close on Fri Oct 30
   • sold LBRDK Liberty Broadband
     Traded Aug 4, 2023 · disclosed 22 days later
     $1,001 - $15,000
     Since the traden/a
   • bought iShares Short Treasury Bond ETF Fund
     Traded Aug 4, 2023 · disclosed 22 days later
     $1,001 - $15,000
     Since the traden/a
   • bought PLD Prologis
     Traded Aug 3, 2023 · disclosed 23 days later
     $1,001 - $15,000
     Since the trade+3.4% since the tradeEstimated entry price $123.81, close on Thu Aug 3, 2023Current price $128.06, close on Fri Oct 30
   • bought KVUE Kenvue
     Traded Aug 3, 2023 · disclosed 23 days later
     $1,001 - $15,000
     Since the trade-19.5% since the tradeEstimated entry price $23.99, close on Thu Aug 3, 2023Current price $19.31, close on Fri Oct 30
   • sold TXN Texas Instruments
     Traded Aug 2, 2023 · disclosed 24 days later
     $1,001 - $15,000
     Since the trade+74.5% since the saleEstimated exit price $172.44, close on Wed Aug 2, 2023Current price $300.84, close on Fri Oct 30
   • bought KVUE Kenvue
     Traded Aug 2, 2023 · disclosed 24 days later
     $1,001 - $15,000
     Since the trade-19.2% since the tradeEstimated entry price $23.90, close on Wed Aug 2, 2023Current price $19.31, close on Fri Oct 30
   • bought PLD Prologis
     Traded Aug 2, 2023 · disclosed 24 days later
     $1,001 - $15,000
     Since the trade+3.5% since the tradeEstimated entry price $123.68, close on Wed Aug 2, 2023Current price $128.06, close on Fri Oct 30
   • sold MRK Merck
     Traded Aug 2, 2023 · disclosed 24 days later
     $1,001 - $15,000
     Since the trade+41.5% since the saleEstimated exit price $105.70, close on Wed Aug 2, 2023Current price $149.52, close on Fri Oct 30
   • sold MS Morgan Stanley
     Traded Jul 26, 2023 · disclosed 31 days later
     $1,001 - $15,000
     Since the trade+97.0% since the saleEstimated exit price $93.54, close on Wed Jul 26, 2023Current price $184.30, close on Fri Oct 30
   • bought TGT Target
     Traded Jul 26, 2023 · disclosed 31 days later
     $1,001 - $15,000
     Since the trade+14.8% since the tradeEstimated entry price $134.47, close on Wed Jul 26, 2023Current price $154.38, close on Fri Oct 30

   Back to the top of this report

3. Filed Jul 28, 202318 trades in this report
   • bought WRB W. R. Berkley
     Traded Jul 14, 2023 · disclosed 14 days later
     $1,001 - $15,000
     Since the trade+88.0% since the tradeEstimated entry price $58.94, close on Fri Jul 14, 2023$39.29 in today's shares after a 3-for-2 splitCurrent price $73.86, close on Fri Oct 30
   • bought LKQ
     Traded Jul 14, 2023 · disclosed 14 days later
     $1,001 - $15,000
     Since the trade-68.1% since the tradeEstimated entry price $58.19, close on Fri Jul 14, 2023Current price $18.56, close on Fri Oct 30
   • bought DUK Duke Energy
     Traded Jul 13, 2023 · disclosed 15 days later
     $1,001 - $15,000
     Since the trade+36.5% since the tradeEstimated entry price $93.31, close on Thu Jul 13, 2023Current price $127.39, close on Fri Oct 30
   Show the other 15 trades in this reportShow fewer

   • sold MAR Marriott International
     Traded Jul 13, 2023 · disclosed 15 days later
     $1,001 - $15,000
     Since the trade+108.5% since the saleEstimated exit price $191.48, close on Thu Jul 13, 2023Current price $399.30, close on Fri Oct 30
   • bought PLD Prologis
     Traded Jul 12, 2023 · disclosed 16 days later
     $1,001 - $15,000
     Since the trade+2.3% since the tradeEstimated entry price $125.24, close on Wed Jul 12, 2023Current price $128.06, close on Fri Oct 30
   • sold NXPI NXP Semiconductors
     Traded Jul 12, 2023 · disclosed 16 days later
     $1,001 - $15,000
     Since the trade+22.5% since the saleEstimated exit price $211.86, close on Wed Jul 12, 2023Current price $259.61, close on Fri Oct 30
   • bought BIO Bio-Rad Laboratories
     Traded Jun 29, 2023 · disclosed 29 days later
     $1,001 - $15,000
     Since the trade-0.8% since the tradeEstimated entry price $375.24, close on Thu Jun 29, 2023Current price $372.18, close on Fri Oct 30
   • sold TMO Thermo Fisher Scientific
     Traded Jun 28, 2023 · disclosed 30 days later
     $1,001 - $15,000
     Since the trade+36.6% since the saleEstimated exit price $510.15, close on Wed Jun 28, 2023Current price $697.00, close on Fri Oct 30
   • bought DD DuPont de Nemours
     Traded Jun 28, 2023 · disclosed 30 days later
     $1,001 - $15,000
     Since the traden/a
   • sold MRK Merck
     Traded Jun 28, 2023 · disclosed 30 days later
     $1,001 - $15,000
     Since the trade+33.0% since the saleEstimated exit price $112.44, close on Wed Jun 28, 2023Current price $149.52, close on Fri Oct 30
   • sold HUBB Hubbell
     Traded Jun 28, 2023 · disclosed 30 days later
     $1,001 - $15,000
     Since the trade+31.3% since the saleEstimated exit price $321.82, close on Wed Jun 28, 2023Current price $422.44, close on Fri Oct 30
   • bought BIO Bio-Rad Laboratories
     Traded Jun 28, 2023 · disclosed 30 days later
     $1,001 - $15,000
     Since the trade+2.1% since the tradeEstimated entry price $364.38, close on Wed Jun 28, 2023Current price $372.18, close on Fri Oct 30
   • sold WSO Watsco
     Traded Jun 28, 2023 · disclosed 30 days later
     $1,001 - $15,000
     Since the trade-19.4% since the saleEstimated exit price $376.67, close on Wed Jun 28, 2023Current price $303.56, close on Fri Oct 30
   • bought NSC Norfolk Southern
     Traded Jun 28, 2023 · disclosed 30 days later
     $1,001 - $15,000
     Since the trade+53.5% since the tradeEstimated entry price $223.16, close on Wed Jun 28, 2023Current price $342.64, close on Fri Oct 30
   • sold BWXT BWX Technologies
     Traded Jun 28, 2023 · disclosed 30 days later
     $1,001 - $15,000
     Since the trade+86.1% since the saleEstimated exit price $70.22, close on Wed Jun 28, 2023Current price $130.70, close on Fri Oct 30
   • bought PFE Pfizer
     Traded Jun 28, 2023 · disclosed 30 days later
     $1,001 - $15,000
     Since the trade-15.9% since the tradeEstimated entry price $36.29, close on Wed Jun 28, 2023Current price $30.52, close on Fri Oct 30
   • bought COP ConocoPhillips
     Traded Jun 21, 2023 · disclosed 37 days later
     $1,001 - $15,000
     Since the trade+48.5% since the tradeEstimated entry price $103.70, close on Wed Jun 21, 2023Current price $154.03, close on Fri Oct 30
   • sold ETN Eaton
     Traded Jun 21, 2023 · disclosed 37 days later
     $1,001 - $15,000
     Since the trade+89.9% since the saleEstimated exit price $194.84, close on Wed Jun 21, 2023Current price $369.97, close on Fri Oct 30

   Back to the top of this report

4. Filed Jun 24, 202319 trades in this report
   • sold JPM JPMorgan Chase
     Traded Jun 14, 2023 · disclosed 10 days later
     $1,001 - $15,000
     Since the trade+138.2% since the saleEstimated exit price $141.49, close on Wed Jun 14, 2023Current price $337.04, close on Fri Oct 30
   • bought TGT Target
     Traded Jun 14, 2023 · disclosed 10 days later
     $1,001 - $15,000
     Since the trade+15.9% since the tradeEstimated entry price $133.23, close on Wed Jun 14, 2023Current price $154.38, close on Fri Oct 30
   • bought D Dominion Energy
     Traded Jun 8, 2023 · disclosed 16 days later
     $1,001 - $15,000
     Since the trade+25.0% since the tradeEstimated entry price $53.29, close on Thu Jun 8, 2023Current price $66.62, close on Fri Oct 30
   Show the other 16 trades in this reportShow fewer

   • sold SHW Sherwin-Williams
     Traded Jun 7, 2023 · disclosed 17 days later
     $1,001 - $15,000
     Since the trade+38.2% since the saleEstimated exit price $240.76, close on Wed Jun 7, 2023Current price $332.61, close on Fri Oct 30
   • bought D Dominion Energy
     Traded Jun 7, 2023 · disclosed 17 days later
     $1,001 - $15,000
     Since the trade+25.6% since the tradeEstimated entry price $53.05, close on Wed Jun 7, 2023Current price $66.62, close on Fri Oct 30
   • sold DG Dollar General
     Traded Jun 6, 2023 · disclosed 18 days later
     $1,001 - $15,000
     Since the trade-15.8% since the saleEstimated exit price $157.11, close on Tue Jun 6, 2023Current price $132.30, close on Fri Oct 30
   • sold GL Globe Life
     Traded Jun 2, 2023 · disclosed 22 days later
     $1,001 - $15,000
     Since the trade+48.6% since the saleEstimated exit price $107.04, close on Fri Jun 2, 2023Current price $159.08, close on Fri Oct 30
   • bought ES Eversource Energy
     Traded Jun 2, 2023 · disclosed 22 days later
     $1,001 - $15,000
     Since the trade-2.1% since the tradeEstimated entry price $70.01, close on Fri Jun 2, 2023Current price $68.55, close on Fri Oct 30
   • bought CI Cigna
     Traded May 31, 2023 · disclosed 24 days later
     $1,001 - $15,000
     Since the trade+20.5% since the tradeEstimated entry price $247.41, close on Wed May 31, 2023Current price $298.23, close on Fri Oct 30
   • sold BSX Boston Scientific
     Traded May 31, 2023 · disclosed 24 days later
     $1,001 - $15,000
     Since the trade-18.5% since the saleEstimated exit price $51.48, close on Wed May 31, 2023Current price $41.98, close on Fri Oct 30
   • bought BSX Boston Scientific
     Traded May 30, 2023 · disclosed 25 days later
     $1,001 - $15,000
     Since the trade-16.9% since the tradeEstimated entry price $50.49, close on Tue May 30, 2023Current price $41.98, close on Fri Oct 30
   • bought ARE Alexandria Real Estate Equities
     Traded May 30, 2023 · disclosed 25 days later
     $1,001 - $15,000
     Since the trade-64.3% since the tradeEstimated entry price $112.51, close on Tue May 30, 2023Current price $40.20, close on Fri Oct 30
   • bought WRB W. R. Berkley
     Traded May 26, 2023 · disclosed 29 days later
     $1,001 - $15,000
     Since the trade+97.3% since the tradeEstimated entry price $56.15, close on Fri May 26, 2023$37.43 in today's shares after a 3-for-2 splitCurrent price $73.86, close on Fri Oct 30
   • bought GD General Dynamics
     Traded May 24, 2023 · disclosed 31 days later
     $1,001 - $15,000
     Since the trade+80.4% since the tradeEstimated entry price $206.53, close on Wed May 24, 2023Current price $372.59, close on Fri Oct 30
   • sold JCI Johnson Controls International
     Traded May 24, 2023 · disclosed 31 days later
     $1,001 - $15,000
     Since the trade+145.3% since the saleEstimated exit price $60.75, close on Wed May 24, 2023Current price $149.03, close on Fri Oct 30
   • bought NSA National Storage Affiliates Trust
     Traded May 22, 2023 · disclosed 33 days later
     $1,001 - $15,000
     Since the traden/aPrice history ends Jul 21, 2026
   • bought NSA National Storage Affiliates Trust
     Traded May 19, 2023 · disclosed 36 days later
     $1,001 - $15,000
     Since the traden/aPrice history ends Jul 21, 2026
   • bought NSA National Storage Affiliates Trust
     Traded May 16, 2023 · disclosed 39 days later
     $1,001 - $15,000
     Since the traden/aPrice history ends Jul 21, 2026
   • bought ARE Alexandria Real Estate Equities
     Traded May 16, 2023 · disclosed 39 days later
     $1,001 - $15,000
     Since the trade-65.8% since the tradeEstimated entry price $117.50, close on Tue May 16, 2023Current price $40.20, close on Fri Oct 30

   Back to the top of this report

5. Filed May 19, 202317 trades in this report
   • sold CMCSA Comcast
     Traded May 3, 2023 · disclosed 16 days later
     $1,001 - $15,000
     Since the trade-43.2% since the saleEstimated exit price $40.89, close on Wed May 3, 2023Current price $23.22, close on Fri Oct 30
   • sold UI Ubiquiti
     Traded May 3, 2023 · disclosed 16 days later
     $1,001 - $15,000
     Since the trade+146.6% since the saleEstimated exit price $228.62, close on Wed May 3, 2023Current price $563.81, close on Fri Oct 30
   • bought PLD Prologis
     Traded May 3, 2023 · disclosed 16 days later
     $1,001 - $15,000
     Since the trade+3.1% since the tradeEstimated entry price $124.16, close on Wed May 3, 2023Current price $128.06, close on Fri Oct 30
   Show the other 14 trades in this reportShow fewer

   • sold BSX Boston Scientific
     Traded May 1, 2023 · disclosed 18 days later
     $1,001 - $15,000
     Since the trade-20.5% since the saleEstimated exit price $52.80, close on Mon May 1, 2023Current price $41.98, close on Fri Oct 30
   • bought WRB W. R. Berkley
     Traded May 1, 2023 · disclosed 18 days later
     $1,001 - $15,000
     Since the trade+85.5% since the tradeEstimated entry price $59.73, close on Mon May 1, 2023$39.82 in today's shares after a 3-for-2 splitCurrent price $73.86, close on Fri Oct 30
   • bought PNC PNC Financial Services Group
     Traded Apr 26, 2023 · disclosed 23 days later
     $1,001 - $15,000
     Since the trade+78.2% since the tradeEstimated entry price $127.85, close on Wed Apr 26, 2023Current price $227.86, close on Fri Oct 30
   • sold PPG PPG Industries
     Traded Apr 26, 2023 · disclosed 23 days later
     $1,001 - $15,000
     Since the trade-13.2% since the saleEstimated exit price $137.64, close on Wed Apr 26, 2023Current price $119.52, close on Fri Oct 30
   • bought CRL Charles River Laboratories International
     Traded Apr 25, 2023 · disclosed 24 days later
     $1,001 - $15,000
     Since the trade+91.6% since the tradeEstimated entry price $187.60, close on Tue Apr 25, 2023Current price $359.41, close on Fri Oct 30
   • sold VNT Vontier
     Traded Apr 24, 2023 · disclosed 25 days later
     $1,001 - $15,000
     Since the trade+29.7% since the saleEstimated exit price $27.46, close on Mon Apr 24, 2023Current price $35.62, close on Fri Oct 30
   • sold HSY Hershey
     Traded Apr 24, 2023 · disclosed 25 days later
     $1,001 - $15,000
     Since the trade-36.5% since the saleEstimated exit price $261.00, close on Mon Apr 24, 2023Current price $165.61, close on Fri Oct 30
   • sold HES Hess
     Traded Apr 24, 2023 · disclosed 25 days later
     $1,001 - $15,000
     Since the traden/a
   • sold IT Gartner
     Traded Apr 19, 2023 · disclosed 30 days later
     $1,001 - $15,000
     Since the trade-25.5% since the saleEstimated exit price $307.24, close on Wed Apr 19, 2023Current price $228.79, close on Fri Oct 30
   • sold PPG PPG Industries
     Traded Apr 19, 2023 · disclosed 30 days later
     $1,001 - $15,000
     Since the trade-15.0% since the saleEstimated exit price $140.55, close on Wed Apr 19, 2023Current price $119.52, close on Fri Oct 30
   • sold UI Ubiquiti
     Traded Apr 19, 2023 · disclosed 30 days later
     $1,001 - $15,000
     Since the trade+129.2% since the saleEstimated exit price $246.04, close on Wed Apr 19, 2023Current price $563.81, close on Fri Oct 30
   • bought PNC PNC Financial Services Group
     Traded Apr 19, 2023 · disclosed 30 days later
     $1,001 - $15,000
     Since the trade+77.5% since the tradeEstimated entry price $128.37, close on Wed Apr 19, 2023Current price $227.86, close on Fri Oct 30
   • sold EPAM EPAM Systems
     Traded Apr 19, 2023 · disclosed 30 days later
     $1,001 - $15,000
     Since the trade-51.4% since the saleEstimated exit price $288.84, close on Wed Apr 19, 2023Current price $140.51, close on Fri Oct 30
   • sold BSX Boston Scientific
     Traded Apr 19, 2023 · disclosed 30 days later
     $1,001 - $15,000
     Since the trade-20.6% since the saleEstimated exit price $52.89, close on Wed Apr 19, 2023Current price $41.98, close on Fri Oct 30

   Back to the top of this report

6. Filed Apr 28, 202312 trades in this report
   • bought CI Cigna
     Traded Apr 5, 2023 · disclosed 23 days later
     $1,001 - $15,000
     Since the trade+12.2% since the tradeEstimated entry price $265.88, close on Wed Apr 5, 2023Current price $298.23, close on Fri Oct 30
   • bought AXP American Express
     Traded Mar 29, 2023 · disclosed 30 days later
     $1,001 - $15,000
     Since the trade+95.1% since the tradeEstimated entry price $163.59, close on Wed Mar 29, 2023Current price $319.11, close on Fri Oct 30
   • sold BSX Boston Scientific
     Traded Mar 29, 2023 · disclosed 30 days later
     $1,001 - $15,000
     Since the trade-14.5% since the saleEstimated exit price $49.08, close on Wed Mar 29, 2023Current price $41.98, close on Fri Oct 30
   Show the other 9 trades in this reportShow fewer

   • bought COP ConocoPhillips
     Traded Mar 22, 2023 · disclosed 37 days later
     $1,001 - $15,000
     Since the trade+56.6% since the tradeEstimated entry price $98.37, close on Wed Mar 22, 2023Current price $154.03, close on Fri Oct 30
   • bought JPM JPMorgan Chase
     Traded Mar 22, 2023 · disclosed 37 days later
     $1,001 - $15,000
     Since the trade+165.0% since the tradeEstimated entry price $127.18, close on Wed Mar 22, 2023Current price $337.04, close on Fri Oct 30
   • sold PGR Progressive
     Traded Mar 22, 2023 · disclosed 37 days later
     $1,001 - $15,000
     Since the trade+69.2% since the saleEstimated exit price $136.69, close on Wed Mar 22, 2023Current price $231.28, close on Fri Oct 30
   • sold ITW Illinois Tool Works
     Traded Mar 22, 2023 · disclosed 37 days later
     $1,001 - $15,000
     Since the trade+20.5% since the saleEstimated exit price $231.12, close on Wed Mar 22, 2023Current price $278.55, close on Fri Oct 30
   • sold BOH Bank of Hawaii
     Traded Mar 20, 2023 · disclosed 39 days later
     $1,001 - $15,000
     Since the trade+36.9% since the saleEstimated exit price $50.97, close on Mon Mar 20, 2023Current price $69.77, close on Fri Oct 30
   • sold HAL Halliburton
     Traded Mar 20, 2023 · disclosed 39 days later
     $1,001 - $15,000
     Since the trade+17.9% since the saleEstimated exit price $30.69, close on Mon Mar 20, 2023Current price $36.17, close on Fri Oct 30
   • sold FLR Fluor
     Traded Mar 16, 2023 · disclosed 43 days later
     $1,001 - $15,000
     Since the trade+56.1% since the saleEstimated exit price $30.01, close on Thu Mar 16, 2023Current price $46.86, close on Fri Oct 30
   • sold FRC First Republic Bank
     Traded Mar 16, 2023 · disclosed 43 days later
     $1,001 - $15,000
     Since the traden/aNow trading as FRCB
   • sold ULTA Ulta Beauty
     Traded Mar 16, 2023 · disclosed 43 days later
     $1,001 - $15,000
     Since the trade+24.6% since the saleEstimated exit price $513.84, close on Thu Mar 16, 2023Current price $640.43, close on Fri Oct 30

   Back to the top of this report

7. Filed Apr 3, 20237 trades in this report
   • bought JPM JPMorgan Chase
     Traded Mar 2, 2023 · disclosed 32 days later
     $1,001 - $15,000
     Since the trade+138.9% since the tradeEstimated entry price $141.07, close on Thu Mar 2, 2023Current price $337.04, close on Fri Oct 30
   • sold PNC Financial Services Group Other asset
     Traded Mar 2, 2023 · disclosed 32 days later
     $1,001 - $15,000
     Since the traden/a
   • bought C Citigroup
     Traded Mar 1, 2023 · disclosed 33 days later
     $1,001 - $15,000
     Since the trade+138.1% since the tradeEstimated entry price $51.50, close on Wed Mar 1, 2023Current price $122.64, close on Fri Oct 30
   Show the other 4 trades in this reportShow fewer

   • sold PNC PNC Financial Services Group
     Traded Mar 1, 2023 · disclosed 33 days later
     $1,001 - $15,000
     Since the trade+46.8% since the saleEstimated exit price $155.21, close on Wed Mar 1, 2023Current price $227.86, close on Fri Oct 30
   • bought C Citigroup
     Traded Feb 22, 2023 · disclosed 40 days later
     $1,001 - $15,000
     Since the trade+145.1% since the tradeEstimated entry price $50.04, close on Wed Feb 22, 2023Current price $122.64, close on Fri Oct 30
   • sold PNC PNC Financial Services Group
     Traded Feb 22, 2023 · disclosed 40 days later
     $1,001 - $15,000
     Since the trade+45.8% since the saleEstimated exit price $156.30, close on Wed Feb 22, 2023Current price $227.86, close on Fri Oct 30
   • sold NXPI NXP Semiconductors
     Traded Feb 22, 2023 · disclosed 40 days later
     $1,001 - $15,000
     Since the trade+46.1% since the saleEstimated exit price $177.69, close on Wed Feb 22, 2023Current price $259.61, close on Fri Oct 30

   Back to the top of this report

8. Filed Mar 13, 202314 trades in this report
   • bought TEL TE Connectivity
     Traded Feb 23, 2023 · disclosed 18 days later
     $1,001 - $15,000
     Since the trade+67.0% since the tradeEstimated entry price $127.54, close on Thu Feb 23, 2023Current price $213.03, close on Fri Oct 30
   • sold PPG PPG Industries
     Traded Feb 20, 2023 · disclosed 21 days later
     $1,001 - $15,000
     Since the trade-5.3% since the saleEstimated exit price $126.20, close on Tue Feb 21, 2023, the first after the Mon Feb 20, 2023 tradeCurrent price $119.52, close on Fri Oct 30
   • bought SHW Sherwin-Williams
     Traded Feb 20, 2023 · disclosed 21 days later
     $1,001 - $15,000
     Since the trade+49.0% since the tradeEstimated entry price $223.22, close on Tue Feb 21, 2023, the first after the Mon Feb 20, 2023 tradeCurrent price $332.61, close on Fri Oct 30
   Show the other 11 trades in this reportShow fewer

   • sold FLR Fluor
     Traded Feb 17, 2023 · disclosed 24 days later
     $1,001 - $15,000
     Since the trade+27.9% since the saleEstimated exit price $36.65, close on Fri Feb 17, 2023Current price $46.86, close on Fri Oct 30
   • bought IFF International Flavors & Fragrances
     Traded Feb 17, 2023 · disclosed 24 days later
     $1,001 - $15,000
     Since the trade-3.6% since the tradeEstimated entry price $96.50, close on Fri Feb 17, 2023Current price $93.02, close on Fri Oct 30
   • bought LAMR Lamar Advertising
     Traded Feb 17, 2023 · disclosed 24 days later
     $1,001 - $15,000
     Since the trade+46.2% since the tradeEstimated entry price $107.73, close on Fri Feb 17, 2023Current price $157.53, close on Fri Oct 30
   • bought JNJ Johnson & Johnson
     Traded Feb 8, 2023 · disclosed 33 days later
     $1,001 - $15,000
     Since the trade+67.0% since the tradeEstimated entry price $163.61, close on Wed Feb 8, 2023Current price $273.20, close on Fri Oct 30
   • sold BLK BlackRock
     Traded Feb 2, 2023 · disclosed 39 days later
     $1,001 - $15,000
     Since the trade+48.9% since the saleEstimated exit price $770.73, close on Thu Feb 2, 2023Current price $1,147.54, close on Fri Oct 30
   • sold BLK BlackRock
     Traded Feb 1, 2023 · disclosed 40 days later
     $1,001 - $15,000
     Since the trade+50.5% since the saleEstimated exit price $762.63, close on Wed Feb 1, 2023Current price $1,147.54, close on Fri Oct 30
   • bought PFE Pfizer
     Traded Feb 1, 2023 · disclosed 40 days later
     $1,001 - $15,000
     Since the trade-30.6% since the tradeEstimated entry price $43.97, close on Wed Feb 1, 2023Current price $30.52, close on Fri Oct 30
   • bought ADSK Autodesk
     Traded Jan 31, 2023 · disclosed 41 days later
     $1,001 - $15,000
     Since the trade+16.0% since the tradeEstimated entry price $215.16, close on Tue Jan 31, 2023Current price $249.61, close on Fri Oct 30
   • bought LNT Alliant Energy
     Traded Jan 31, 2023 · disclosed 41 days later
     $1,001 - $15,000
     Since the trade+32.6% since the tradeEstimated entry price $54.03, close on Tue Jan 31, 2023Current price $71.65, close on Fri Oct 30
   • sold LSXMK Liberty SiriusXM Group
     Traded Jan 31, 2023 · disclosed 41 days later
     $1,001 - $15,000
     Since the traden/aPrice history ends Sep 9, 2024
   • sold HAS Hasbro
     Traded Jan 31, 2023 · disclosed 41 days later
     $1,001 - $15,000
     Since the trade+101.3% since the saleEstimated exit price $59.17, close on Tue Jan 31, 2023Current price $119.09, close on Fri Oct 30

   Back to the top of this report

9. Filed Feb 3, 20238 trades in this report
   • bought ACN Accenture
     Traded Jan 11, 2023 · disclosed 23 days later
     $1,001 - $15,000
     Since the trade-8.1% since the tradeEstimated entry price $281.08, close on Wed Jan 11, 2023Current price $258.24, close on Fri Oct 30
   • bought JCI Johnson Controls International
     Traded Jan 11, 2023 · disclosed 23 days later
     $1,001 - $15,000
     Since the trade+120.5% since the tradeEstimated entry price $67.59, close on Wed Jan 11, 2023Current price $149.03, close on Fri Oct 30
   • bought SHW Sherwin-Williams
     Traded Jan 11, 2023 · disclosed 23 days later
     $1,001 - $15,000
     Since the trade+36.4% since the tradeEstimated entry price $243.76, close on Wed Jan 11, 2023Current price $332.61, close on Fri Oct 30
   Show the other 5 trades in this reportShow fewer

   • sold FLR Fluor
     Traded Jan 5, 2023 · disclosed 29 days later
     $1,001 - $15,000
     Since the trade+47.6% since the saleEstimated exit price $31.75, close on Thu Jan 5, 2023Current price $46.86, close on Fri Oct 30
   • sold HPP Hudson Pacific Properties
     Traded Jan 5, 2023 · disclosed 29 days later
     $1,001 - $15,000
     Since the trade-83.6% since the saleEstimated exit price $9.18, close on Thu Jan 5, 2023$64.26 in today's shares after a 1-for-7 reverse splitCurrent price $10.54, close on Fri Oct 30
   • bought DEO Diageo
     Traded Jan 5, 2023 · disclosed 29 days later
     $1,001 - $15,000
     Since the trade-47.3% since the tradeEstimated entry price $177.34, close on Thu Jan 5, 2023Current price $93.44, close on Fri Oct 30
   • bought DEO Diageo
     Traded Jan 4, 2023 · disclosed 30 days later
     $1,001 - $15,000
     Since the trade-48.0% since the tradeEstimated entry price $179.76, close on Wed Jan 4, 2023Current price $93.44, close on Fri Oct 30
   • sold Northrop Grumman Corporation S S (PARTIAL) 01/04/2023 02/02/2023 $1,001 - $15,000 Filing Id #20022357 Other asset
     Traded Jan 4, 2023 · disclosed 30 days later
     $1,001 - $15,000
     Since the traden/a

   Back to the top of this report

10. Filed Jan 6, 202311 trades in this report
    • bought PLD Prologis
      Traded Dec 8, 2022 · disclosed 29 days later
      $1,001 - $15,000
      Since the trade+8.9% since the tradeEstimated entry price $117.60, close on Thu Dec 8, 2022Current price $128.06, close on Fri Oct 30
    • sold HPP Hudson Pacific Properties
      Traded Dec 8, 2022 · disclosed 29 days later
      $1,001 - $15,000
      Since the trade-84.8% since the saleEstimated exit price $9.88, close on Thu Dec 8, 2022$69.16 in today's shares after a 1-for-7 reverse splitCurrent price $10.54, close on Fri Oct 30
    • sold BLK BlackRock
      Traded Dec 7, 2022 · disclosed 30 days later
      $1,001 - $15,000
      Since the trade+61.8% since the saleEstimated exit price $709.16, close on Wed Dec 7, 2022Current price $1,147.54, close on Fri Oct 30
    Show the other 8 trades in this reportShow fewer

    • bought PLD Prologis
      Traded Dec 7, 2022 · disclosed 30 days later
      $1,001 - $15,000
      Since the trade+10.4% since the tradeEstimated entry price $116.00, close on Wed Dec 7, 2022Current price $128.06, close on Fri Oct 30
    • bought D Dominion Energy
      Traded Dec 1, 2022 · disclosed 36 days later
      $1,001 - $15,000
      Since the trade+10.4% since the tradeEstimated entry price $60.37, close on Thu Dec 1, 2022Current price $66.62, close on Fri Oct 30
    • sold DD DuPont de Nemours
      Traded Nov 30, 2022 · disclosed 37 days later
      $1,001 - $15,000
      Since the traden/a
    • bought PLD Prologis
      Traded Nov 30, 2022 · disclosed 37 days later
      $1,001 - $15,000
      Since the trade+8.7% since the tradeEstimated entry price $117.79, close on Wed Nov 30, 2022Current price $128.06, close on Fri Oct 30
    • bought UNP Union Pacific
      Traded Nov 30, 2022 · disclosed 37 days later
      $1,001 - $15,000
      Since the trade+39.8% since the tradeEstimated entry price $217.43, close on Wed Nov 30, 2022Current price $304.00, close on Fri Oct 30
    • bought D Dominion Energy
      Traded Nov 30, 2022 · disclosed 37 days later
      $1,001 - $15,000
      Since the trade+9.0% since the tradeEstimated entry price $61.11, close on Wed Nov 30, 2022Current price $66.62, close on Fri Oct 30
    • sold BLK BlackRock
      Traded Nov 30, 2022 · disclosed 37 days later
      $1,001 - $15,000
      Since the trade+60.3% since the saleEstimated exit price $716.00, close on Wed Nov 30, 2022Current price $1,147.54, close on Fri Oct 30
    • sold CARG CarGurus
      Traded Nov 22, 2022 · disclosed 45 days later
      $1,001 - $15,000
      Since the trade+136.6% since the saleEstimated exit price $13.60, close on Tue Nov 22, 2022Current price $32.18, close on Fri Oct 30

    Back to the top of this report

11. Filed Nov 18, 202211 trades in this report
    • bought PLD Prologis
      Traded Nov 9, 2022 · disclosed 9 days later
      $1,001 - $15,000
      Since the trade+17.7% since the tradeEstimated entry price $108.79, close on Wed Nov 9, 2022Current price $128.06, close on Fri Oct 30
    • bought PLD Prologis
      Traded Nov 2, 2022 · disclosed 16 days later
      $1,001 - $15,000
      Since the trade+20.0% since the tradeEstimated entry price $106.74, close on Wed Nov 2, 2022Current price $128.06, close on Fri Oct 30
    • sold CI Cigna
      Traded Nov 2, 2022 · disclosed 16 days later
      $1,001 - $15,000
      Since the trade-7.1% since the saleEstimated exit price $320.86, close on Wed Nov 2, 2022Current price $298.23, close on Fri Oct 30
    Show the other 8 trades in this reportShow fewer

    • bought COLD Americold Realty Trust
      Traded Oct 27, 2022 · disclosed 22 days later
      $1,001 - $15,000
      Since the trade-39.5% since the tradeEstimated entry price $23.76, close on Thu Oct 27, 2022Current price $14.37, close on Fri Oct 30
    • sold JNJ Johnson & Johnson
      Traded Oct 26, 2022 · disclosed 23 days later
      $1,001 - $15,000
      Since the trade+58.6% since the saleEstimated exit price $172.21, close on Wed Oct 26, 2022Current price $273.20, close on Fri Oct 30
    • bought PFE Pfizer
      Traded Oct 26, 2022 · disclosed 23 days later
      $1,001 - $15,000
      Since the trade-33.7% since the tradeEstimated entry price $46.06, close on Wed Oct 26, 2022Current price $30.52, close on Fri Oct 30
    • bought HAL Halliburton
      Traded Oct 26, 2022 · disclosed 23 days later
      $1,001 - $15,000
      Since the trade-0.8% since the tradeEstimated entry price $36.48, close on Wed Oct 26, 2022Current price $36.17, close on Fri Oct 30
    • sold NSP Insperity
      Traded Oct 24, 2022 · disclosed 25 days later
      $1,001 - $15,000
      Since the trade-55.4% since the saleEstimated exit price $109.24, close on Mon Oct 24, 2022Current price $48.68, close on Fri Oct 30
    • sold NSP Insperity
      Traded Oct 21, 2022 · disclosed 28 days later
      $1,001 - $15,000
      Since the trade-55.0% since the saleEstimated exit price $108.26, close on Fri Oct 21, 2022Current price $48.68, close on Fri Oct 30
    • bought GD General Dynamics
      Traded Oct 19, 2022 · disclosed 30 days later
      $1,001 - $15,000
      Since the trade+55.7% since the tradeEstimated entry price $239.37, close on Wed Oct 19, 2022Current price $372.59, close on Fri Oct 30
    • sold NOC Northrop Grumman
      Traded Oct 19, 2022 · disclosed 30 days later
      $1,001 - $15,000
      Since the trade+9.1% since the saleEstimated exit price $510.91, close on Wed Oct 19, 2022Current price $557.54, close on Fri Oct 30

    Back to the top of this report

12. Filed Oct 24, 202216 trades in this report
    • sold BR Broadridge Financial Solutions
      Traded Oct 13, 2022 · disclosed 11 days later
      $1,001 - $15,000
      Since the trade+25.3% since the saleEstimated exit price $142.71, close on Thu Oct 13, 2022Current price $178.82, close on Fri Oct 30
    • bought CMCSA Comcast
      Traded Oct 12, 2022 · disclosed 12 days later
      $1,001 - $15,000
      Since the trade-19.1% since the tradeEstimated entry price $28.69, close on Wed Oct 12, 2022Current price $23.22, close on Fri Oct 30
    • sold DHR Danaher
      Traded Oct 12, 2022 · disclosed 12 days later
      $1,001 - $15,000
      Since the traden/a
    Show 9 more (12 of 16 here; all 16 on Lois Frankel's page)Show fewer

    • sold EXPE Expedia Group
      Traded Oct 7, 2022 · disclosed 17 days later
      $1,001 - $15,000
      Since the trade+204.4% since the saleEstimated exit price $93.92, close on Fri Oct 7, 2022Current price $285.93, close on Fri Oct 30
    • sold FANG Diamondback Energy
      Traded Oct 7, 2022 · disclosed 17 days later
      $1,001 - $15,000
      Since the trade+48.9% since the saleEstimated exit price $142.43, close on Fri Oct 7, 2022Current price $212.08, close on Fri Oct 30
    • bought HAL Halliburton
      Traded Oct 7, 2022 · disclosed 17 days later
      $1,001 - $15,000
      Since the trade+18.9% since the tradeEstimated entry price $30.41, close on Fri Oct 7, 2022Current price $36.17, close on Fri Oct 30
    • bought BSX Boston Scientific
      Traded Sep 28, 2022 · disclosed 26 days later
      $1,001 - $15,000
      Since the trade+7.3% since the tradeEstimated entry price $39.13, close on Wed Sep 28, 2022Current price $41.98, close on Fri Oct 30
    • sold DHR Danaher
      Traded Sep 28, 2022 · disclosed 26 days later
      $1,001 - $15,000
      Since the traden/a
    • sold PGR Progressive
      Traded Sep 28, 2022 · disclosed 26 days later
      $1,001 - $15,000
      Since the trade+94.3% since the saleEstimated exit price $119.05, close on Wed Sep 28, 2022Current price $231.28, close on Fri Oct 30
    • bought TGT Target
      Traded Sep 28, 2022 · disclosed 26 days later
      $1,001 - $15,000
      Since the trade-1.0% since the tradeEstimated entry price $155.87, close on Wed Sep 28, 2022Current price $154.38, close on Fri Oct 30
    • bought VNT Vontier
      Traded Sep 23, 2022 · disclosed 31 days later
      $1,001 - $15,000
      Since the trade+96.7% since the tradeEstimated entry price $18.11, close on Fri Sep 23, 2022Current price $35.62, close on Fri Oct 30
    • sold UI Ubiquiti
      Traded Sep 21, 2022 · disclosed 33 days later
      $1,001 - $15,000
      Since the trade+90.8% since the saleEstimated exit price $295.55, close on Wed Sep 21, 2022Current price $563.81, close on Fri Oct 30

    Back to the top of this report · All 16 trades on Lois Frankel's page

13. Filed Sep 20, 202210 trades in this report
    • sold DHR Danaher
      Traded Sep 14, 2022 · disclosed 6 days later
      $1,001 - $15,000
      Since the traden/a

    Shortened here to 1 of its 10 trades. All 10 are on Lois Frankel's page.

14. Filed Aug 31, 202218 trades in this report
    • bought TGT Target
      Traded Aug 10, 2022 · disclosed 21 days later
      $1,001 - $15,000
      Since the trade-9.0% since the tradeEstimated entry price $169.67, close on Wed Aug 10, 2022Current price $154.38, close on Fri Oct 30

    Shortened here to 1 of its 18 trades. All 18 are on Lois Frankel's page.

15. Filed Jul 22, 20226 trades in this report
    • sold HPP Hudson Pacific Properties
      Traded Jul 15, 2022 · disclosed 7 days later
      $1,001 - $15,000
      Since the trade-89.4% since the saleEstimated exit price $14.15, close on Fri Jul 15, 2022$99.05 in today's shares after a 1-for-7 reverse splitCurrent price $10.54, close on Fri Oct 30

    Shortened here to 1 of its 6 trades. All 6 are on Lois Frankel's page.

16. Filed Jun 16, 20228 trades in this report
    • sold HELE Helen of Troy
      Traded Jun 14, 2022 · disclosed 2 days later
      $1,001 - $15,000
      Since the trade-81.7% since the saleEstimated exit price $157.76, close on Tue Jun 14, 2022Current price $28.89, close on Fri Oct 30

    Shortened here to 1 of its 8 trades. All 8 are on Lois Frankel's page.

17. Filed Jun 9, 202215 trades in this report
    • bought JCI Johnson Controls International
      Traded May 11, 2022 · disclosed 29 days later
      $1,001 - $15,000
      Since the trade+192.0% since the tradeEstimated entry price $51.03, close on Wed May 11, 2022Current price $149.03, close on Fri Oct 30

    Shortened here to 1 of its 15 trades. All 15 are on Lois Frankel's page.

18. Filed May 3, 202210 trades in this report
    • bought SHW Sherwin-Williams
      Traded Apr 13, 2022 · disclosed 20 days later
      $1,001 - $15,000
      Since the trade+28.7% since the tradeEstimated entry price $258.40, close on Wed Apr 13, 2022Current price $332.61, close on Fri Oct 30

    Shortened here to 1 of its 10 trades. All 10 are on Lois Frankel's page.

19. Filed Apr 6, 202214 trades in this report
    • sold NOC Northrop Grumman
      Traded Mar 9, 2022 · disclosed 28 days later
      $1,001 - $15,000
      Since the trade+23.9% since the saleEstimated exit price $449.92, close on Wed Mar 9, 2022Current price $557.54, close on Fri Oct 30

    Shortened here to 1 of its 14 trades. All 14 are on Lois Frankel's page.

20. Filed Feb 27, 202219 trades in this report
    • sold NUVA NuVasive
      Traded Feb 14, 2022 · disclosed 13 days later
      $1,001 - $15,000
      Since the traden/aPrice history ends Aug 31, 2023

    Shortened here to 1 of its 19 trades. All 19 are on Lois Frankel's page.