Congress trading

Every stock trade disclosed by Congress

Every line of every STOCK Act report we hold, from House Clerk and Senate recordsEvery STOCK Act trade since 2014. Newest filing first, as of Nov 3, 2026; narrow the record by member, party, chamber, ticker, account or size, and every name and ticker opens its own page.

Filed in the last Asset More filters1
Member John R. CurtisRemoveParty RepublicanRemoveFiled since 2014RemoveClear all

362 trades by John R. Curtis filed since 2014

Across 33 reports · newest filing first · the full record is on John R. Curtis' page

Sizes are the dollar ranges members report, never an exact amount. How to read the cards.

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 Jun 30, 202625 trades in this report
    • sold in full Sullivan Cnty Pa Sch Dist BondJoint
      Traded Jun 2, 2026 · disclosed 28 days later
      $1,001 - $15,000
      Since the traden/a
    • sold in full South Carolina Transn Infra Bk REV Rfdg BondJoint
      Traded Jun 2, 2026 · disclosed 28 days later
      $1,001 - $15,000
      Since the traden/a
    • sold in full Sangamon Logan Menard Cntys Il Cmnty Sch Dist BondJoint
      Traded Jun 2, 2026 · disclosed 28 days later
      $1,001 - $15,000
      Since the traden/a
    Show the other 22 trades in this reportShow fewer
    • sold in full Eastern Howard In 3rd Millenium Sch Bldg 1st Mtg Other assetJoint
      Traded Jun 2, 2026 · disclosed 28 days later
      $1,001 - $15,000
      Since the traden/a
    • sold in full Romeoville Il B/e Cpn BondJoint
      Traded Jun 2, 2026 · disclosed 28 days later
      $1,001 - $15,000
      Since the traden/a
    • sold in full Texas Wtr Dev Brd ST Revlvg BondJoint
      Traded Jun 2, 2026 · disclosed 28 days later
      $1,001 - $15,000
      Since the traden/a
    • sold in full California ST Various Purp Rfdg BondJoint
      Traded Jun 2, 2026 · disclosed 28 days later
      $1,001 - $15,000
      Since the traden/a
    • sold in full Colo Nesco Cmnty Sch Dist BondJoint
      Traded Jun 2, 2026 · disclosed 28 days later
      $1,001 - $15,000
      Since the traden/a
    • sold in full Penn In High Sch Bldg Corp 1st Mtg Other assetJoint
      Traded Jun 2, 2026 · disclosed 28 days later
      $1,001 - $15,000
      Since the traden/a
    • sold in full Hennepin Cnty Mn Sales Tax REV BondJoint
      Traded Jun 2, 2026 · disclosed 28 days later
      $1,001 - $15,000
      Since the traden/a
    • sold in full Georgia ST SER BondSpouse
      Traded Jun 2, 2026 · disclosed 28 days later
      $1,001 - $15,000
      Since the traden/a
    • sold in full California ST Univ REV Stwide SER BondJoint
      Traded Jun 2, 2026 · disclosed 28 days later
      $1,001 - $15,000
      Since the traden/a
    • sold in full Olathe Ks Impt Rfdg BondJoint
      Traded Jun 2, 2026 · disclosed 28 days later
      $1,001 - $15,000
      Since the traden/a
    • sold in full Utah Cnty Ut Transn Sales Tax Rfdg BondJoint
      Traded Jun 2, 2026 · disclosed 28 days later
      $1,001 - $15,000
      Since the traden/a
    • sold in full West Central In Sch Bldg Ad Valorem Ppty Other assetJoint
      Traded Jun 2, 2026 · disclosed 28 days later
      $1,001 - $15,000
      Since the traden/a
    • sold in full Indiana ST Fin Auth Wstwtr UTIL REV 1st Lien Rfdg BondJoint
      Traded Jun 2, 2026 · disclosed 28 days later
      $1,001 - $15,000
      Since the traden/a
    • sold in full Mississippi ST SER BondJoint
      Traded Jun 2, 2026 · disclosed 28 days later
      $1,001 - $15,000
      Since the traden/a
    • sold in full Colorado ST Ctf Partn Rural SER BondJoint
      Traded Jun 2, 2026 · disclosed 28 days later
      $1,001 - $15,000
      Since the traden/a
    • sold in full Skagit Cnty WA Cons Sch Dist 320 Mt Vernon BondJoint
      Traded Jun 2, 2026 · disclosed 28 days later
      $1,001 - $15,000
      Since the traden/a
    • sold in full Onslow Cnty Nc Ltd Oblig BondJoint
      Traded Jun 2, 2026 · disclosed 28 days later
      $1,001 - $15,000
      Since the traden/a
    • sold in full Metropolitan Transn Auth NY REV Rfdg BondJoint
      Traded Jun 2, 2026 · disclosed 28 days later
      $1,001 - $15,000
      Since the traden/a
    • bought JPMorgan Chase Finl Co Contin Int Other assetJoint
      Traded Jun 2, 2026 · disclosed 28 days later
      $100,001 - $250,000
      Since the traden/a
    • bought Citigroup Glbl Mkts Hldg Contin Eqty Secs Other assetJoint
      Traded Jun 2, 2026 · disclosed 28 days later
      $250,001 - $500,000
      Since the traden/a
    • bought Ubs AG London Brh Trigger Contin Cyn Other assetJoint
      Traded Jun 2, 2026 · disclosed 28 days later
      $100,001 - $250,000
      Since the traden/a
    • sold in full Henderson Cnty Nc Ltd Oblig BondJoint
      Traded Jun 2, 2026 · disclosed 28 days later
      $1,001 - $15,000
      Since the traden/a

    Back to the top of this report

  2. Filed Aug 13, 20253 trades in this report
    • bought Andrews TX Indpt Sch Dist Bldg Psf Gtd B/e Cpn BondJoint
      Traded Dec 11, 2024 · disclosed 245 days later
      $1,001 - $15,000
      Since the traden/a
    • sold in full Prince Georges Cnty Md GO Cons Pub Impt BDS 2014A BondJoint
      Traded Sep 3, 2024 · disclosed 344 days later
      $1,001 - $15,000
      Since the traden/a
    • sold in full Oshkosh Wis Areasch Dist GO Prom Nts 2022 BondJoint
      Traded May 13, 2024 · disclosed 457 days later
      $1,001 - $15,000
      Since the traden/a
  3. Filed Dec 15, 202357 trades in this report
    • sold TXN Texas Instruments Joint
      Traded Dec 4, 2023 · disclosed 11 days later
      $1,001 - $15,000
      Since the trade+91.9% since the saleEstimated exit price $157.42, close on Mon Dec 4, 2023Current price $302.02, close on Mon Nov 2
    • sold CRM Salesforce Joint
      Traded Dec 4, 2023 · disclosed 11 days later
      $1,001 - $15,000
      Since the trade-9.8% since the saleEstimated exit price $250.66, close on Mon Dec 4, 2023Current price $226.18, close on Mon Nov 2
    • sold JPM JPMorgan Chase Joint
      Traded Dec 4, 2023 · disclosed 11 days later
      $1,001 - $15,000
      Since the trade+115.6% since the saleEstimated exit price $157.99, close on Mon Dec 4, 2023Current price $340.58, close on Mon Nov 2
    Show the other 54 trades in this reportShow fewer
    • sold SHW Sherwin-Williams Joint
      Traded Dec 4, 2023 · disclosed 11 days later
      $1,001 - $15,000
      Since the trade+25.2% since the saleEstimated exit price $281.46, close on Mon Dec 4, 2023Current price $352.37, close on Mon Nov 2
    • sold SBUX Starbucks Joint
      Traded Dec 4, 2023 · disclosed 11 days later
      $1,001 - $15,000
      Since the trade+7.0% since the saleEstimated exit price $97.60, close on Mon Dec 4, 2023Current price $104.40, close on Mon Nov 2
    • sold NVDA NVIDIA Joint
      Traded Dec 4, 2023 · disclosed 11 days later
      $1,001 - $15,000
      Since the trade+344.0% since the saleEstimated exit price $455.10, close on Mon Dec 4, 2023$45.51 in today's shares after a 10-for-1 splitCurrent price $202.06, close on Mon Nov 2
    • sold GS Goldman Sachs Group Joint
      Traded Dec 4, 2023 · disclosed 11 days later
      $1,001 - $15,000
      Since the trade+157.2% since the saleEstimated exit price $349.39, close on Mon Dec 4, 2023Current price $898.72, close on Mon Nov 2
    • sold BSX Boston Scientific Joint
      Traded Dec 4, 2023 · disclosed 11 days later
      $1,001 - $15,000
      Since the trade-19.1% since the saleEstimated exit price $54.77, close on Mon Dec 4, 2023Current price $44.32, close on Mon Nov 2
    • sold CSX Joint
      Traded Dec 4, 2023 · disclosed 11 days later
      $1,001 - $15,000
      Since the trade+53.4% since the saleEstimated exit price $33.66, close on Mon Dec 4, 2023Current price $51.62, close on Mon Nov 2
    • sold RTX Joint
      Traded Dec 4, 2023 · disclosed 11 days later
      $1,001 - $15,000
      Since the trade+143.9% since the saleEstimated exit price $83.13, close on Mon Dec 4, 2023Current price $202.79, close on Mon Nov 2
    • sold HLT Hilton Worldwide Holdings Joint
      Traded Dec 4, 2023 · disclosed 11 days later
      $1,001 - $15,000
      Since the trade+112.6% since the saleEstimated exit price $171.57, close on Mon Dec 4, 2023Current price $364.71, close on Mon Nov 2
    • sold EW Edwards Lifesciences Joint
      Traded Dec 4, 2023 · disclosed 11 days later
      $1,001 - $15,000
      Since the trade+34.8% since the saleEstimated exit price $69.18, close on Mon Dec 4, 2023Current price $93.26, close on Mon Nov 2
    • sold ELV Elevance Health Joint
      Traded Dec 4, 2023 · disclosed 11 days later
      $1,001 - $15,000
      Since the trade-14.4% since the saleEstimated exit price $483.10, close on Mon Dec 4, 2023Current price $413.60, close on Mon Nov 2
    • sold MA Mastercard Joint
      Traded Dec 4, 2023 · disclosed 11 days later
      $1,001 - $15,000
      Since the trade+61.2% since the saleEstimated exit price $408.23, close on Mon Dec 4, 2023Current price $658.10, close on Mon Nov 2
    • sold CMG Chipotle Mexican Grill Joint
      Traded Dec 4, 2023 · disclosed 11 days later
      $1,001 - $15,000
      Since the trade-25.8% since the saleEstimated exit price $2,219.00, close on Mon Dec 4, 2023$44.38 in today's shares after a 50-for-1 splitCurrent price $32.91, close on Mon Nov 2
    • sold META Meta Platforms Joint
      Traded Dec 4, 2023 · disclosed 11 days later
      $1,001 - $15,000
      Since the trade+89.6% since the saleEstimated exit price $320.02, close on Mon Dec 4, 2023Current price $606.73, close on Mon Nov 2
    • sold AAPL Apple Joint
      Traded Dec 4, 2023 · disclosed 11 days later
      $1,001 - $15,000
      Since the trade+78.6% since the saleEstimated exit price $189.43, close on Mon Dec 4, 2023Current price $338.32, close on Mon Nov 2
    • sold MSFT Microsoft Joint
      Traded Dec 4, 2023 · disclosed 11 days later
      $15,001 - $50,000
      Since the trade+37.4% since the saleEstimated exit price $369.14, close on Mon Dec 4, 2023Current price $507.12, close on Mon Nov 2
    • sold BRK.B Berkshire Hathaway Joint
      Traded Dec 4, 2023 · disclosed 11 days later
      $1,001 - $15,000
      Since the trade+56.0% since the saleEstimated exit price $356.66, close on Mon Dec 4, 2023Current price $556.26, close on Mon Nov 2
    • sold COP ConocoPhillips Joint
      Traded Dec 4, 2023 · disclosed 11 days later
      $1,001 - $15,000
      Since the trade+28.2% since the saleEstimated exit price $114.53, close on Mon Dec 4, 2023Current price $146.84, close on Mon Nov 2
    • sold ABT Abbott Laboratories Joint
      Traded Dec 4, 2023 · disclosed 11 days later
      $1,001 - $15,000
      Since the trade+4.7% since the saleEstimated exit price $105.19, close on Mon Dec 4, 2023Current price $110.16, close on Mon Nov 2
    • sold KO Coca-Cola Joint
      Traded Dec 4, 2023 · disclosed 11 days later
      $1,001 - $15,000
      Since the trade+63.6% since the saleEstimated exit price $58.57, close on Mon Dec 4, 2023Current price $95.83, close on Mon Nov 2
    • sold GOOG Alphabet Joint
      Traded Dec 4, 2023 · disclosed 11 days later
      $15,001 - $50,000
      Since the trade+112.8% since the saleEstimated exit price $130.63, close on Mon Dec 4, 2023Current price $278.04, close on Mon Nov 2
    • sold AMD Advanced Micro Devices Joint
      Traded Dec 4, 2023 · disclosed 11 days later
      $1,001 - $15,000
      Since the trade+293.7% since the saleEstimated exit price $118.57, close on Mon Dec 4, 2023Current price $466.84, close on Mon Nov 2
    • sold SPGI S&P Global Joint
      Traded Dec 4, 2023 · disclosed 11 days later
      $1,001 - $15,000
      Since the trade+12.0% since the saleEstimated exit price $424.19, close on Mon Dec 4, 2023Current price $475.17, close on Mon Nov 2
    • sold V Visa Joint
      Traded Dec 4, 2023 · disclosed 11 days later
      $1,001 - $15,000
      Since the trade+67.2% since the saleEstimated exit price $254.44, close on Mon Dec 4, 2023Current price $425.51, close on Mon Nov 2
    • sold VLO Valero Energy Joint
      Traded Dec 4, 2023 · disclosed 11 days later
      $1,001 - $15,000
      Since the trade+201.6% since the saleEstimated exit price $126.46, close on Mon Dec 4, 2023Current price $381.46, close on Mon Nov 2
    • sold ZTS Zoetis Joint
      Traded Dec 4, 2023 · disclosed 11 days later
      $1,001 - $15,000
      Since the trade-54.3% since the saleEstimated exit price $182.12, close on Mon Dec 4, 2023Current price $83.18, close on Mon Nov 2
    • sold PANW Palo Alto Networks Joint
      Traded Dec 4, 2023 · disclosed 11 days later
      $1,001 - $15,000
      Since the trade+145.4% since the saleEstimated exit price $286.62, close on Mon Dec 4, 2023$143.31 in today's shares after a 2-for-1 splitCurrent price $351.72, close on Mon Nov 2
    • sold PEP PepsiCo Joint
      Traded Dec 4, 2023 · disclosed 11 days later
      $1,001 - $15,000
      Since the trade-17.0% since the saleEstimated exit price $169.14, close on Mon Dec 4, 2023Current price $140.42, close on Mon Nov 2
    • sold PG Procter & Gamble Joint
      Traded Dec 4, 2023 · disclosed 11 days later
      $1,001 - $15,000
      Since the trade+7.6% since the saleEstimated exit price $152.06, close on Mon Dec 4, 2023Current price $163.56, close on Mon Nov 2
    • sold ADBE Adobe Joint
      Traded Dec 4, 2023 · disclosed 11 days later
      $1,001 - $15,000
      Since the trade-58.4% since the saleEstimated exit price $604.56, close on Mon Dec 4, 2023Current price $251.47, close on Mon Nov 2
    • sold DE Deere Joint
      Traded Dec 4, 2023 · disclosed 11 days later
      $1,001 - $15,000
      Since the trade+81.0% since the saleEstimated exit price $368.93, close on Mon Dec 4, 2023Current price $667.60, close on Mon Nov 2
    • sold LLY Eli Lilly Joint
      Traded Dec 4, 2023 · disclosed 11 days later
      $1,001 - $15,000
      Since the trade+141.0% since the saleEstimated exit price $585.68, close on Mon Dec 4, 2023Current price $1,411.35, close on Mon Nov 2
    • sold COST Costco Wholesale Joint
      Traded Dec 4, 2023 · disclosed 11 days later
      $1,001 - $15,000
      Since the trade+73.7% since the saleEstimated exit price $599.08, close on Mon Dec 4, 2023Current price $1,040.55, close on Mon Nov 2
    • sold TMUS T-Mobile US Joint
      Traded Dec 4, 2023 · disclosed 11 days later
      $1,001 - $15,000
      Since the trade+4.8% since the saleEstimated exit price $152.80, close on Mon Dec 4, 2023Current price $160.15, close on Mon Nov 2
    • sold HD Home Depot Joint
      Traded Dec 4, 2023 · disclosed 11 days later
      $1,001 - $15,000
      Since the trade+5.3% since the saleEstimated exit price $324.02, close on Mon Dec 4, 2023Current price $341.15, close on Mon Nov 2
    • sold STZ Constellation Brands Joint
      Traded Dec 4, 2023 · disclosed 11 days later
      $1,001 - $15,000
      Since the trade-41.5% since the saleEstimated exit price $240.31, close on Mon Dec 4, 2023Current price $140.67, close on Mon Nov 2
    • sold UNH UnitedHealth Group Joint
      Traded Dec 4, 2023 · disclosed 11 days later
      $1,001 - $15,000
      Since the trade-27.0% since the saleEstimated exit price $548.28, close on Mon Dec 4, 2023Current price $400.44, close on Mon Nov 2
    • sold ICE Intercontinental Exchange Joint
      Traded Dec 4, 2023 · disclosed 11 days later
      $1,001 - $15,000
      Since the trade+49.8% since the saleEstimated exit price $115.03, close on Mon Dec 4, 2023Current price $172.28, close on Mon Nov 2
    • sold AZO AutoZone Joint
      Traded Dec 4, 2023 · disclosed 11 days later
      $1,001 - $15,000
      Since the trade+22.1% since the saleEstimated exit price $2,664.11, close on Mon Dec 4, 2023Current price $3,253.01, close on Mon Nov 2
    • sold CMCSA Comcast Joint
      Traded Dec 4, 2023 · disclosed 11 days later
      $1,001 - $15,000
      Since the trade-44.6% since the saleEstimated exit price $43.08, close on Mon Dec 4, 2023Current price $23.87, close on Mon Nov 2
    • sold EMR Emerson Electric Joint
      Traded Dec 4, 2023 · disclosed 11 days later
      $1,001 - $15,000
      Since the trade+86.7% since the saleEstimated exit price $88.91, close on Mon Dec 4, 2023Current price $165.96, close on Mon Nov 2
    • sold TMO Thermo Fisher Scientific Joint
      Traded Dec 4, 2023 · disclosed 11 days later
      $1,001 - $15,000
      Since the trade+37.8% since the saleEstimated exit price $495.34, close on Mon Dec 4, 2023Current price $682.65, close on Mon Nov 2
    • sold UNP Union Pacific Joint
      Traded Dec 4, 2023 · disclosed 11 days later
      $1,001 - $15,000
      Since the trade+31.3% since the saleEstimated exit price $233.90, close on Mon Dec 4, 2023Current price $307.00, close on Mon Nov 2
    • sold CAT Caterpillar Joint
      Traded Dec 4, 2023 · disclosed 11 days later
      $1,001 - $15,000
      Since the trade+140.9% since the saleEstimated exit price $254.75, close on Mon Dec 4, 2023Current price $613.62, close on Mon Nov 2
    • sold FI Fiserv Joint
      Traded Dec 4, 2023 · disclosed 11 days later
      $1,001 - $15,000
      Since the traden/aNow trading as FISV
    • sold BLK BlackRock Joint
      Traded Dec 4, 2023 · disclosed 11 days later
      $1,001 - $15,000
      Since the trade+54.3% since the saleEstimated exit price $756.43, close on Mon Dec 4, 2023Current price $1,167.15, close on Mon Nov 2
    • sold KLAC KLA Joint
      Traded Dec 4, 2023 · disclosed 11 days later
      $1,001 - $15,000
      Since the trade+183.7% since the saleEstimated exit price $539.60, close on Mon Dec 4, 2023$53.96 in today's shares after a 10-for-1 splitCurrent price $153.11, close on Mon Nov 2
    • sold DHR Danaher Joint
      Traded Dec 4, 2023 · disclosed 11 days later
      $1,001 - $15,000
      Since the trade+2.7% since the saleEstimated exit price $222.13, close on Mon Dec 4, 2023Current price $228.06, close on Mon Nov 2
    • sold AMZN Amazon.com Joint
      Traded Dec 4, 2023 · disclosed 11 days later
      $15,001 - $50,000
      Since the trade+69.6% since the saleEstimated exit price $144.84, close on Mon Dec 4, 2023Current price $245.63, close on Mon Nov 2
    • sold AXP American Express Joint
      Traded Dec 4, 2023 · disclosed 11 days later
      $1,001 - $15,000
      Since the trade+89.3% since the saleEstimated exit price $173.25, close on Mon Dec 4, 2023Current price $327.98, close on Mon Nov 2
    • sold AMAT Applied Materials Joint
      Traded Dec 4, 2023 · disclosed 11 days later
      $1,001 - $15,000
      Since the trade+152.6% since the saleEstimated exit price $148.27, close on Mon Dec 4, 2023Current price $374.53, close on Mon Nov 2
    • sold HON Honeywell International Joint
      Traded Dec 4, 2023 · disclosed 11 days later
      $1,001 - $15,000
      Since the traden/a
    • sold CVX Chevron Joint
      Traded Dec 4, 2023 · disclosed 11 days later
      $1,001 - $15,000
      Since the trade+57.2% since the saleEstimated exit price $144.87, close on Mon Dec 4, 2023Current price $227.77, close on Mon Nov 2
    • sold NKE NIKE Joint
      Traded Dec 4, 2023 · disclosed 11 days later
      $1,001 - $15,000
      Since the trade-66.0% since the saleEstimated exit price $115.15, close on Mon Dec 4, 2023Current price $39.12, close on Mon Nov 2
    • sold LRCX Lam Research Joint
      Traded Dec 4, 2023 · disclosed 11 days later
      $1,001 - $15,000
      Since the trade+220.5% since the saleEstimated exit price $710.10, close on Mon Dec 4, 2023$71.01 in today's shares after a 10-for-1 splitCurrent price $227.56, close on Mon Nov 2

    Back to the top of this report · All 57 trades on John R. Curtis' page

  4. Filed Nov 16, 2023one trade in this report
    • bought Winnebago Cnty Wis GO Prom Nts 5.00% Due Apr 1, 2024 BondJoint
      Traded Nov 9, 2023 · disclosed 7 days later
      $15,001 - $50,000
      Since the traden/a
  5. Filed Oct 4, 20239 trades in this report
    • bought Texas ST GO Mobility Fd BDS A 4.00% Due Oct 1, 2034 BondJoint
      Traded Sep 22, 2023 · disclosed 12 days later
      $1,001 - $15,000
      Since the traden/a
    • bought ABT Abbott Laboratories Joint
      Traded Sep 13, 2023 · disclosed 21 days later
      $1,001 - $15,000
      Since the trade+7.3% since the tradeEstimated entry price $102.69, close on Wed Sep 13, 2023Current price $110.16, close on Mon Nov 2
    • sold WM Waste Management Joint
      Traded Sep 13, 2023 · disclosed 21 days later
      $1,001 - $15,000
      Since the trade+48.2% since the saleEstimated exit price $160.40, close on Wed Sep 13, 2023Current price $237.71, close on Mon Nov 2
    Show the other 6 trades in this reportShow fewer
    • sold UNP Union Pacific Joint
      Traded Sep 13, 2023 · disclosed 21 days later
      $1,001 - $15,000
      Since the trade+44.7% since the saleEstimated exit price $212.13, close on Wed Sep 13, 2023Current price $307.00, close on Mon Nov 2
    • bought PANW Palo Alto Networks Joint
      Traded Sep 13, 2023 · disclosed 21 days later
      $1,001 - $15,000
      Since the trade+185.6% since the tradeEstimated entry price $246.30, close on Wed Sep 13, 2023$123.15 in today's shares after a 2-for-1 splitCurrent price $351.72, close on Mon Nov 2
    • bought LLY Eli Lilly Joint
      Traded Sep 13, 2023 · disclosed 21 days later
      $1,001 - $15,000
      Since the trade+135.7% since the tradeEstimated entry price $598.88, close on Wed Sep 13, 2023Current price $1,411.35, close on Mon Nov 2
    • sold JNJ Johnson & Johnson Joint
      Traded Sep 13, 2023 · disclosed 21 days later
      $1,001 - $15,000
      Since the trade+65.0% since the saleEstimated exit price $163.99, close on Wed Sep 13, 2023Current price $270.56, close on Mon Nov 2
    • bought EMR Emerson Electric Joint
      Traded Sep 13, 2023 · disclosed 21 days later
      $1,001 - $15,000
      Since the trade+69.9% since the tradeEstimated entry price $97.68, close on Wed Sep 13, 2023Current price $165.96, close on Mon Nov 2
    • sold ADBE Adobe Joint
      Traded Sep 13, 2023 · disclosed 21 days later
      $1,001 - $15,000
      Since the trade-54.6% since the saleEstimated exit price $553.56, close on Wed Sep 13, 2023Current price $251.47, close on Mon Nov 2

    Back to the top of this report

  6. Filed Aug 7, 202311 trades in this report
    • bought TMUS T-Mobile US Joint
      Traded Jun 21, 2023 · disclosed 47 days later
      $1,001 - $15,000
      Since the trade+20.7% since the tradeEstimated entry price $132.68, close on Wed Jun 21, 2023Current price $160.15, close on Mon Nov 2
    • bought VLO Valero Energy Joint
      Traded Jun 21, 2023 · disclosed 47 days later
      $1,001 - $15,000
      Since the trade+241.7% since the tradeEstimated entry price $111.62, close on Wed Jun 21, 2023Current price $381.46, close on Mon Nov 2
    • sold SYY Sysco Joint
      Traded Jun 21, 2023 · disclosed 47 days later
      $1,001 - $15,000
      Since the trade+12.6% since the saleEstimated exit price $72.60, close on Wed Jun 21, 2023Current price $81.74, close on Mon Nov 2
    Show the other 8 trades in this reportShow fewer
    • sold MSFT Microsoft Joint
      Traded Jun 21, 2023 · disclosed 47 days later
      $1,001 - $15,000
      Since the trade+52.0% since the saleEstimated exit price $333.56, close on Wed Jun 21, 2023Current price $507.12, close on Mon Nov 2
    • sold LRCX Lam Research Joint
      Traded Jun 21, 2023 · disclosed 47 days later
      $1,001 - $15,000
      Since the trade+275.6% since the saleEstimated exit price $605.80, close on Wed Jun 21, 2023$60.58 in today's shares after a 10-for-1 splitCurrent price $227.56, close on Mon Nov 2
    • bought EW Edwards Lifesciences Joint
      Traded Jun 21, 2023 · disclosed 47 days later
      $1,001 - $15,000
      Since the trade+2.4% since the tradeEstimated entry price $91.09, close on Wed Jun 21, 2023Current price $93.26, close on Mon Nov 2
    • sold AMAT Applied Materials Joint
      Traded Jun 21, 2023 · disclosed 47 days later
      $1,001 - $15,000
      Since the trade+174.0% since the saleEstimated exit price $136.67, close on Wed Jun 21, 2023Current price $374.53, close on Mon Nov 2
    • bought KO Coca-Cola Joint
      Traded Jun 21, 2023 · disclosed 47 days later
      $1,001 - $15,000
      Since the trade+56.0% since the tradeEstimated entry price $61.43, close on Wed Jun 21, 2023Current price $95.83, close on Mon Nov 2
    • sold AMD Advanced Micro Devices Joint
      Traded Jun 21, 2023 · disclosed 47 days later
      $1,001 - $15,000
      Since the trade+316.4% since the saleEstimated exit price $112.11, close on Wed Jun 21, 2023Current price $466.84, close on Mon Nov 2
    • bought SHW Sherwin-Williams Joint
      Traded Jun 21, 2023 · disclosed 47 days later
      $1,001 - $15,000
      Since the trade+42.5% since the tradeEstimated entry price $247.28, close on Wed Jun 21, 2023Current price $352.37, close on Mon Nov 2
    • bought UNH UnitedHealth Group Joint
      Traded Jun 21, 2023 · disclosed 47 days later
      $1,001 - $15,000
      Since the trade-16.0% since the tradeEstimated entry price $476.75, close on Wed Jun 21, 2023Current price $400.44, close on Mon Nov 2

    Back to the top of this report

  7. Filed Jun 2, 2023one trade in this report
    • sold MSFT Microsoft Joint
      Traded May 11, 2023 · disclosed 22 days later
      $1,001 - $15,000
      Since the trade+63.5% since the saleEstimated exit price $310.11, close on Thu May 11, 2023Current price $507.12, close on Mon Nov 2
  8. Filed May 10, 202311 trades in this report
    • bought Union Cnty N C Ltd Oblig Ref BDS 2023 5.00% Due Dec 1, 2025 BondJoint
      Traded Apr 27, 2023 · disclosed 13 days later
      $1,001 - $15,000
      Since the traden/a
    • sold SBUX Starbucks Joint
      Traded Apr 26, 2023 · disclosed 14 days later
      $1,001 - $15,000
      Since the trade-6.3% since the saleEstimated exit price $111.47, close on Wed Apr 26, 2023Current price $104.40, close on Mon Nov 2
    • bought EW Edwards Lifesciences Joint
      Traded Apr 26, 2023 · disclosed 14 days later
      $1,001 - $15,000
      Since the trade+6.7% since the tradeEstimated entry price $87.41, close on Wed Apr 26, 2023Current price $93.26, close on Mon Nov 2
    Show the other 8 trades in this reportShow fewer
    • sold MA Mastercard Joint
      Traded Apr 26, 2023 · disclosed 14 days later
      $1,001 - $15,000
      Since the trade+79.4% since the saleEstimated exit price $366.76, close on Wed Apr 26, 2023Current price $658.10, close on Mon Nov 2
    • bought BRK.B Berkshire Hathaway Joint
      Traded Apr 26, 2023 · disclosed 14 days later
      $1,001 - $15,000
      Since the trade+73.5% since the tradeEstimated entry price $320.53, close on Wed Apr 26, 2023Current price $556.26, close on Mon Nov 2
    • sold BSX Boston Scientific Joint
      Traded Apr 26, 2023 · disclosed 14 days later
      $1,001 - $15,000
      Since the trade-13.3% since the saleEstimated exit price $51.10, close on Wed Apr 26, 2023Current price $44.32, close on Mon Nov 2
    • sold CAT Caterpillar Joint
      Traded Apr 26, 2023 · disclosed 14 days later
      $1,001 - $15,000
      Since the trade+183.8% since the saleEstimated exit price $216.19, close on Wed Apr 26, 2023Current price $613.62, close on Mon Nov 2
    • bought CSX Joint
      Traded Apr 26, 2023 · disclosed 14 days later
      $1,001 - $15,000
      Since the trade+71.3% since the tradeEstimated entry price $30.14, close on Wed Apr 26, 2023Current price $51.62, close on Mon Nov 2
    • sold NVDA NVIDIA Joint
      Traded Apr 26, 2023 · disclosed 14 days later
      $1,001 - $15,000
      Since the trade+649.5% since the saleEstimated exit price $269.60, close on Wed Apr 26, 2023$26.96 in today's shares after a 10-for-1 splitCurrent price $202.06, close on Mon Nov 2
    • sold V Visa Joint
      Traded Apr 26, 2023 · disclosed 14 days later
      $1,001 - $15,000
      Since the trade+86.5% since the saleEstimated exit price $228.15, close on Wed Apr 26, 2023Current price $425.51, close on Mon Nov 2
    • bought ELV Elevance Health Joint
      Traded Apr 26, 2023 · disclosed 14 days later
      $1,001 - $15,000
      Since the trade-8.6% since the tradeEstimated entry price $452.38, close on Wed Apr 26, 2023Current price $413.60, close on Mon Nov 2

    Back to the top of this report

  9. Filed Mar 27, 20234 trades in this report
    • bought BRK.B Berkshire Hathaway Joint
      Traded Mar 16, 2023 · disclosed 11 days later
      $1,001 - $15,000
      Since the trade+84.2% since the tradeEstimated entry price $302.01, close on Thu Mar 16, 2023Current price $556.26, close on Mon Nov 2
    • sold BAC Bank of America Joint
      Traded Mar 16, 2023 · disclosed 11 days later
      $1,001 - $15,000
      Since the trade+71.1% since the saleEstimated exit price $28.97, close on Thu Mar 16, 2023Current price $49.57, close on Mon Nov 2
    • sold FRC First Republic Bank Joint
      Traded Mar 16, 2023 · disclosed 11 days later
      $1,001 - $15,000
      Since the traden/aNow trading as FRCB
    • bought Oak Creek Wis Nt Antic Nts 2023 B 4.00% Due Apr 1, 2026 BondJoint
      Traded Mar 14, 2023 · disclosed 13 days later
      $15,001 - $50,000
      Since the traden/a
  10. Filed Mar 13, 202316 trades in this report
    • sold MA Mastercard Joint
      Traded Feb 23, 2023 · disclosed 18 days later
      $1,001 - $15,000
      Since the trade+85.1% since the saleEstimated exit price $355.53, close on Thu Feb 23, 2023Current price $658.10, close on Mon Nov 2
    • sold TMO Thermo Fisher Scientific Joint
      Traded Feb 23, 2023 · disclosed 18 days later
      $1,001 - $15,000
      Since the trade+23.9% since the saleEstimated exit price $550.95, close on Thu Feb 23, 2023Current price $682.65, close on Mon Nov 2
    • sold JNJ Johnson & Johnson Joint
      Traded Feb 23, 2023 · disclosed 18 days later
      $1,001 - $15,000
      Since the trade+71.5% since the saleEstimated exit price $157.73, close on Thu Feb 23, 2023Current price $270.56, close on Mon Nov 2
    Show the other 13 trades in this reportShow fewer
    • sold AMZN Amazon.com Joint
      Traded Feb 23, 2023 · disclosed 18 days later
      $1,001 - $15,000
      Since the trade+156.3% since the saleEstimated exit price $95.82, close on Thu Feb 23, 2023Current price $245.63, close on Mon Nov 2
    • sold COST Costco Wholesale Joint
      Traded Feb 23, 2023 · disclosed 18 days later
      $1,001 - $15,000
      Since the trade+111.0% since the saleEstimated exit price $493.14, close on Thu Feb 23, 2023Current price $1,040.55, close on Mon Nov 2
    • sold AAPL Apple Joint
      Traded Feb 23, 2023 · disclosed 18 days later
      $1,001 - $15,000
      Since the trade+126.5% since the saleEstimated exit price $149.40, close on Thu Feb 23, 2023Current price $338.32, close on Mon Nov 2
    • sold BSX Boston Scientific Joint
      Traded Feb 23, 2023 · disclosed 18 days later
      $1,001 - $15,000
      Since the trade-6.1% since the saleEstimated exit price $47.18, close on Thu Feb 23, 2023Current price $44.32, close on Mon Nov 2
    • sold CVX Chevron Joint
      Traded Feb 23, 2023 · disclosed 18 days later
      $1,001 - $15,000
      Since the trade+40.7% since the saleEstimated exit price $161.93, close on Thu Feb 23, 2023Current price $227.77, close on Mon Nov 2
    • sold GOOGL Alphabet Joint
      Traded Feb 23, 2023 · disclosed 18 days later
      $1,001 - $15,000
      Since the trade+207.0% since the saleEstimated exit price $90.89, close on Thu Feb 23, 2023Current price $278.99, close on Mon Nov 2
    • sold JPM JPMorgan Chase Joint
      Traded Feb 23, 2023 · disclosed 18 days later
      $1,001 - $15,000
      Since the trade+143.8% since the saleEstimated exit price $139.67, close on Thu Feb 23, 2023Current price $340.58, close on Mon Nov 2
    • sold META Meta Platforms Joint
      Traded Feb 23, 2023 · disclosed 18 days later
      $1,001 - $15,000
      Since the trade+252.7% since the saleEstimated exit price $172.04, close on Thu Feb 23, 2023Current price $606.73, close on Mon Nov 2
    • sold MSFT Microsoft Joint
      Traded Feb 23, 2023 · disclosed 18 days later
      $1,001 - $15,000
      Since the trade+99.1% since the saleEstimated exit price $254.77, close on Thu Feb 23, 2023Current price $507.12, close on Mon Nov 2
    • sold NVDA NVIDIA Joint
      Traded Feb 23, 2023 · disclosed 18 days later
      $1,001 - $15,000
      Since the trade+754.0% since the saleEstimated exit price $236.60, close on Thu Feb 23, 2023$23.66 in today's shares after a 10-for-1 splitCurrent price $202.06, close on Mon Nov 2
    • sold PG Procter & Gamble Joint
      Traded Feb 23, 2023 · disclosed 18 days later
      $1,001 - $15,000
      Since the trade+16.8% since the saleEstimated exit price $140.05, close on Thu Feb 23, 2023Current price $163.56, close on Mon Nov 2
    • sold UNH UnitedHealth Group Joint
      Traded Feb 23, 2023 · disclosed 18 days later
      $1,001 - $15,000
      Since the trade-18.6% since the saleEstimated exit price $491.69, close on Thu Feb 23, 2023Current price $400.44, close on Mon Nov 2
    • sold RTX Joint
      Traded Feb 23, 2023 · disclosed 18 days later
      $1,001 - $15,000
      Since the trade+103.5% since the saleEstimated exit price $99.64, close on Thu Feb 23, 2023Current price $202.79, close on Mon Nov 2

    Back to the top of this report

  11. Filed Feb 13, 2023one trade in this report
    • bought Oshkosh Wis Area Sch Dist GO Prom Nts 2022 2.625% Due Mar 1, 2027 BondJoint
      Traded Jan 27, 2023 · disclosed 17 days later
      $1,001 - $15,000
      Since the traden/a
  12. Filed Jan 10, 20238 trades in this report
    • sold BAC Bank of America Joint
      Traded Dec 20, 2022 · disclosed 21 days later
      $1,001 - $15,000
      Since the trade+54.0% since the saleEstimated exit price $32.19, close on Tue Dec 20, 2022Current price $49.57, close on Mon Nov 2
    • bought FRC First Republic Bank Joint
      Traded Dec 20, 2022 · disclosed 21 days later
      $1,001 - $15,000
      Since the traden/aNow trading as FRCB
    • sold JPM JPMorgan Chase Joint
      Traded Dec 20, 2022 · disclosed 21 days later
      $1,001 - $15,000
      Since the trade+160.6% since the saleEstimated exit price $130.69, close on Tue Dec 20, 2022Current price $340.58, close on Mon Nov 2
    Show the other 5 trades in this reportShow fewer
    • bought ZTS Zoetis Joint
      Traded Dec 20, 2022 · disclosed 21 days later
      $1,001 - $15,000
      Since the trade-41.6% since the tradeEstimated entry price $142.47, close on Tue Dec 20, 2022Current price $83.18, close on Mon Nov 2
    • sold UNH UnitedHealth Group Joint
      Traded Dec 20, 2022 · disclosed 21 days later
      $1,001 - $15,000
      Since the trade-23.0% since the saleEstimated exit price $520.21, close on Tue Dec 20, 2022Current price $400.44, close on Mon Nov 2
    • sold ELV Elevance Health Joint
      Traded Dec 20, 2022 · disclosed 21 days later
      $1,001 - $15,000
      Since the trade-18.0% since the saleEstimated exit price $504.65, close on Tue Dec 20, 2022Current price $413.60, close on Mon Nov 2
    • sold FISV Fiserv Joint
      Traded Dec 20, 2022 · disclosed 21 days later
      $1,001 - $15,000
      Since the trade-47.8% since the saleEstimated exit price $99.56, close on Tue Dec 20, 2022Current price $51.93, close on Mon Nov 2
    • bought AMD Advanced Micro Devices Joint
      Traded Dec 20, 2022 · disclosed 21 days later
      $1,001 - $15,000
      Since the trade+617.7% since the tradeEstimated entry price $65.05, close on Tue Dec 20, 2022Current price $466.84, close on Mon Nov 2

    Back to the top of this report

  13. Filed Nov 9, 20226 trades in this report
    • bought Columbus Ohio GO BDS 2018 A 5.00% Due Apr 1, 2023 BondJoint
      Traded Oct 28, 2022 · disclosed 12 days later
      $1,001 - $15,000
      Since the traden/a
    • sold ABT Abbott Laboratories Joint
      Traded Oct 21, 2022 · disclosed 19 days later
      $1,001 - $15,000
      Since the trade+15.9% since the saleEstimated exit price $95.06, close on Fri Oct 21, 2022Current price $110.16, close on Mon Nov 2
    • bought ADBE Adobe Joint
      Traded Oct 21, 2022 · disclosed 19 days later
      $1,001 - $15,000
      Since the trade-17.9% since the tradeEstimated entry price $306.37, close on Fri Oct 21, 2022Current price $251.47, close on Mon Nov 2
    Show the other 3 trades in this reportShow fewer
    • sold WM Waste Management Joint
      Traded Oct 21, 2022 · disclosed 19 days later
      $1,001 - $15,000
      Since the trade+48.7% since the saleEstimated exit price $159.83, close on Fri Oct 21, 2022Current price $237.71, close on Mon Nov 2
    • sold TMUS T-Mobile US Joint
      Traded Oct 21, 2022 · disclosed 19 days later
      $1,001 - $15,000
      Since the trade+17.4% since the saleEstimated exit price $136.46, close on Fri Oct 21, 2022Current price $160.15, close on Mon Nov 2
    • bought CMG Chipotle Mexican Grill Joint
      Traded Oct 21, 2022 · disclosed 19 days later
      $1,001 - $15,000
      Since the trade+6.2% since the tradeEstimated entry price $1,550.00, close on Fri Oct 21, 2022$31.00 in today's shares after a 50-for-1 splitCurrent price $32.91, close on Mon Nov 2

    Back to the top of this report

  14. Filed Sep 20, 2022one trade in this report
    • bought Mecklenberg Cnty N C Pub Impt BDS 2018 BondJoint
      Traded Sep 14, 2022 · disclosed 6 days later
      $1,001 - $15,000
      Since the traden/a
  15. Filed Aug 15, 20226 trades in this report
    • bought AZO AutoZone Joint
      Traded Aug 12, 2022 · disclosed 3 days later
      $1,001 - $15,000
      Since the trade+44.0% since the tradeEstimated entry price $2,259.18, close on Fri Aug 12, 2022Current price $3,253.01, close on Mon Nov 2
    • bought SBUX Starbucks Joint
      Traded Aug 12, 2022 · disclosed 3 days later
      $1,001 - $15,000
      Since the trade+18.2% since the tradeEstimated entry price $88.31, close on Fri Aug 12, 2022Current price $104.40, close on Mon Nov 2
    • bought SYY Sysco Joint
      Traded Aug 12, 2022 · disclosed 3 days later
      $1,001 - $15,000
      Since the trade-3.6% since the tradeEstimated entry price $84.77, close on Fri Aug 12, 2022Current price $81.74, close on Mon Nov 2
    Show the other 3 trades in this reportShow fewer
    • sold ULTA Ulta Beauty Joint
      Traded Aug 5, 2022 · disclosed 10 days later
      $1,001 - $15,000
      Since the trade+68.8% since the saleEstimated exit price $377.80, close on Fri Aug 5, 2022Current price $637.57, close on Mon Nov 2
    • bought SCHF Schwab International Equity ETF FundJoint
      Traded Jul 28, 2022 · disclosed 18 days later
      $1,001 - $15,000
      Since the traden/a
    • bought Osage Cnty Kans GO Ref and Impt BDS 2021 A 3.00% Due Sep 1, 2030 BondJoint
      Traded Jun 30, 2021 · disclosed 411 days later
      $1,001 - $15,000
      Since the traden/a

    Back to the top of this report

  16. Filed Jul 8, 202211 trades in this report
    • sold MS Morgan Stanley Joint
      Traded Jun 28, 2022 · disclosed 10 days later
      $1,001 - $15,000
      Since the trade+137.6% since the saleEstimated exit price $78.16, close on Tue Jun 28, 2022Current price $185.73, close on Mon Nov 2
    • bought CRM Salesforce Joint
      Traded Jun 28, 2022 · disclosed 10 days later
      $1,001 - $15,000
      Since the trade+31.9% since the tradeEstimated entry price $171.46, close on Tue Jun 28, 2022Current price $226.18, close on Mon Nov 2
    • bought AZO AutoZone Joint
      Traded Jun 28, 2022 · disclosed 10 days later
      $1,001 - $15,000
      Since the trade+53.1% since the tradeEstimated entry price $2,125.33, close on Tue Jun 28, 2022Current price $3,253.01, close on Mon Nov 2
    Show the other 8 trades in this reportShow fewer
    • bought GS Goldman Sachs Group Joint
      Traded Jun 28, 2022 · disclosed 10 days later
      $1,001 - $15,000
      Since the trade+200.1% since the tradeEstimated entry price $299.49, close on Tue Jun 28, 2022Current price $898.72, close on Mon Nov 2
    • sold ISRG Intuitive Surgical Joint
      Traded Jun 28, 2022 · disclosed 10 days later
      $1,001 - $15,000
      Since the trade+116.3% since the saleEstimated exit price $201.99, close on Tue Jun 28, 2022Current price $436.87, close on Mon Nov 2
    • bought JNJ Johnson & Johnson Joint
      Traded Jun 28, 2022 · disclosed 10 days later
      $1,001 - $15,000
      Since the trade+52.9% since the tradeEstimated entry price $176.94, close on Tue Jun 28, 2022Current price $270.56, close on Mon Nov 2
    • bought STZ Constellation Brands Joint
      Traded Jun 28, 2022 · disclosed 10 days later
      $1,001 - $15,000
      Since the trade-42.7% since the tradeEstimated entry price $245.52, close on Tue Jun 28, 2022Current price $140.67, close on Mon Nov 2
    • sold TGT Target Joint
      Traded Jun 28, 2022 · disclosed 10 days later
      $1,001 - $15,000
      Since the trade+9.6% since the saleEstimated exit price $144.52, close on Tue Jun 28, 2022Current price $158.38, close on Mon Nov 2
    • sold VLO Valero Energy Joint
      Traded Jun 28, 2022 · disclosed 10 days later
      $1,001 - $15,000
      Since the trade+228.1% since the saleEstimated exit price $116.25, close on Tue Jun 28, 2022Current price $381.46, close on Mon Nov 2
    • bought ZTS Zoetis Joint
      Traded Jun 28, 2022 · disclosed 10 days later
      $1,001 - $15,000
      Since the trade-51.1% since the tradeEstimated entry price $170.12, close on Tue Jun 28, 2022Current price $83.18, close on Mon Nov 2
    • sold DE Deere Joint
      Traded Jun 28, 2022 · disclosed 10 days later
      $1,001 - $15,000
      Since the trade+115.9% since the saleEstimated exit price $309.16, close on Tue Jun 28, 2022Current price $667.60, close on Mon Nov 2

    Back to the top of this report

  17. Filed Mar 23, 202214 trades in this report
    • bought TMUS T-Mobile US Joint
      Traded Mar 9, 2022 · disclosed 14 days later
      $1,001 - $15,000
      Since the trade+31.3% since the tradeEstimated entry price $121.96, close on Wed Mar 9, 2022Current price $160.15, close on Mon Nov 2
    • sold UNP Union Pacific Joint
      Traded Mar 9, 2022 · disclosed 14 days later
      $1,001 - $15,000
      Since the trade+21.0% since the saleEstimated exit price $253.67, close on Wed Mar 9, 2022Current price $307.00, close on Mon Nov 2
    • bought JNJ Johnson & Johnson Joint
      Traded Mar 9, 2022 · disclosed 14 days later
      $1,001 - $15,000
      Since the trade+59.8% since the tradeEstimated entry price $169.36, close on Wed Mar 9, 2022Current price $270.56, close on Mon Nov 2
    Show the other 11 trades in this reportShow fewer
    • bought ICE Intercontinental Exchange Joint
      Traded Mar 9, 2022 · disclosed 14 days later
      $1,001 - $15,000
      Since the trade+33.8% since the tradeEstimated entry price $128.78, close on Wed Mar 9, 2022Current price $172.28, close on Mon Nov 2
    • sold ANTM Elevance Health Joint
      Traded Mar 9, 2022 · disclosed 14 days later
      $1,001 - $15,000
      Since the traden/aNow trading as ELV
    • sold HLT Hilton Worldwide Holdings Joint
      Traded Mar 9, 2022 · disclosed 14 days later
      $1,001 - $15,000
      Since the trade+163.3% since the saleEstimated exit price $138.52, close on Wed Mar 9, 2022Current price $364.71, close on Mon Nov 2
    • sold CMCSA Comcast Joint
      Traded Mar 9, 2022 · disclosed 14 days later
      $1,001 - $15,000
      Since the trade-48.2% since the saleEstimated exit price $46.12, close on Wed Mar 9, 2022Current price $23.87, close on Mon Nov 2
    • sold AXP American Express Joint
      Traded Mar 9, 2022 · disclosed 14 days later
      $1,001 - $15,000
      Since the trade+94.5% since the saleEstimated exit price $168.65, close on Wed Mar 9, 2022Current price $327.98, close on Mon Nov 2
    • bought TGT Target Joint
      Traded Mar 9, 2022 · disclosed 14 days later
      $1,001 - $15,000
      Since the trade-26.7% since the tradeEstimated entry price $216.00, close on Wed Mar 9, 2022Current price $158.38, close on Mon Nov 2
    • sold MNST Monster Beverage Joint
      Traded Mar 9, 2022 · disclosed 14 days later
      $1,001 - $15,000
      Since the trade+150.5% since the saleEstimated exit price $76.68, close on Wed Mar 9, 2022$19.17 in today's shares after a 4-for-1 splitCurrent price $48.02, close on Mon Nov 2
    • bought MS Morgan Stanley Joint
      Traded Mar 9, 2022 · disclosed 14 days later
      $1,001 - $15,000
      Since the trade+112.5% since the tradeEstimated entry price $87.40, close on Wed Mar 9, 2022Current price $185.73, close on Mon Nov 2
    • sold PGR Progressive Joint
      Traded Mar 9, 2022 · disclosed 14 days later
      $1,001 - $15,000
      Since the trade+124.7% since the saleEstimated exit price $104.10, close on Wed Mar 9, 2022Current price $233.92, close on Mon Nov 2
    • bought SPGI S&P Global Joint
      Traded Mar 9, 2022 · disclosed 14 days later
      $1,001 - $15,000
      Since the trade+21.4% since the tradeEstimated entry price $391.51, close on Wed Mar 9, 2022Current price $475.17, close on Mon Nov 2
    • bought DHR Danaher Joint
      Traded Mar 9, 2022 · disclosed 14 days later
      $1,001 - $15,000
      Since the traden/a

    Back to the top of this report

  18. Filed Feb 2, 20225 trades in this report
    • sold BLK BlackRock Joint
      Traded Jan 14, 2022 · disclosed 19 days later
      $1,001 - $15,000
      Since the trade+37.5% since the saleEstimated exit price $848.60, close on Fri Jan 14, 2022Current price $1,167.15, close on Mon Nov 2
    • sold C Citigroup Joint
      Traded Jan 14, 2022 · disclosed 19 days later
      $1,001 - $15,000
      Since the trade+83.9% since the saleEstimated exit price $66.93, close on Fri Jan 14, 2022Current price $123.10, close on Mon Nov 2
    • bought ANTM Elevance Health Joint
      Traded Jan 14, 2022 · disclosed 19 days later
      $1,001 - $15,000
      Since the traden/aNow trading as ELV
    Show the other 2 trades in this reportShow fewer
    • bought CAT Caterpillar Joint
      Traded Jan 14, 2022 · disclosed 19 days later
      $1,001 - $15,000
      Since the trade+168.0% since the tradeEstimated entry price $228.94, close on Fri Jan 14, 2022Current price $613.62, close on Mon Nov 2
    • bought MS Morgan Stanley Joint
      Traded Jan 14, 2022 · disclosed 19 days later
      $1,001 - $15,000
      Since the trade+87.8% since the tradeEstimated entry price $98.88, close on Fri Jan 14, 2022Current price $185.73, close on Mon Nov 2

    Back to the top of this report

  19. Filed Dec 3, 2021one trade in this report
    • bought South Carolina Transn Infrastructure Bk REV Ref BDS 2021 A 4.00% Due Oct 1, 2033 B/e Dtd Jul 7, 2021 Clb Clb Oct 1, 2031 @100.000 BondJoint
      Traded Nov 19, 2021 · disclosed 14 days later
      $1,001 - $15,000
      Since the traden/a
  20. Filed Nov 16, 20218 trades in this report
    • bought ULTA Ulta Beauty Joint
      Traded Nov 8, 2021 · disclosed 8 days later
      $1,001 - $15,000
      Since the trade+64.3% since the tradeEstimated entry price $388.11, close on Mon Nov 8, 2021Current price $637.57, close on Mon Nov 2
    • bought KLAC KLA Joint
      Traded Nov 8, 2021 · disclosed 8 days later
      $1,001 - $15,000
      Since the trade+270.9% since the tradeEstimated entry price $412.80, close on Mon Nov 8, 2021$41.28 in today's shares after a 10-for-1 splitCurrent price $153.11, close on Mon Nov 2
    • sold GPN Global Payments Joint
      Traded Nov 8, 2021 · disclosed 8 days later
      $1,001 - $15,000
      Since the trade-26.0% since the saleEstimated exit price $134.59, close on Mon Nov 8, 2021Current price $99.63, close on Mon Nov 2
    Show the other 5 trades in this reportShow fewer
    • bought CAT Caterpillar Joint
      Traded Nov 8, 2021 · disclosed 8 days later
      $1,001 - $15,000
      Since the trade+186.4% since the tradeEstimated entry price $214.25, close on Mon Nov 8, 2021Current price $613.62, close on Mon Nov 2
    • sold ATVI Activision Blizzard Joint
      Traded Nov 8, 2021 · disclosed 8 days later
      $1,001 - $15,000
      Since the traden/aPrice history ends Oct 12, 2023
    • sold HON Honeywell International Joint
      Traded Nov 8, 2021 · disclosed 8 days later
      $1,001 - $15,000
      Since the traden/a
    • bought V Visa Joint
      Traded Nov 8, 2021 · disclosed 8 days later
      $1,001 - $15,000
      Since the trade+93.0% since the tradeEstimated entry price $220.49, close on Mon Nov 8, 2021Current price $425.51, close on Mon Nov 2
    • sold LMT Lockheed Martin Joint
      Traded Nov 8, 2021 · disclosed 8 days later
      $1,001 - $15,000
      Since the trade+88.2% since the saleEstimated exit price $341.78, close on Mon Nov 8, 2021Current price $643.15, close on Mon Nov 2

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Show the next 20 reportsShowing reports 1 to 20 of 33 (199 trades)

How to read the cards

  • One card: one report a member filed with the House Clerk or the Secretary of the Senate, newest filing first, its trades in date order. A trade the report lists twice, on the same day in the same range for two accounts, shows once here.
  • Size: the dollar range on the report, never an exact figure. A value that is not one of the STOCK Act's ranges prints as listed, and "Not captured" means the range is missing from our data.
  • Traded and disclosed: the trade date, then the days until the member disclosed it. The STOCK Act allows 45 days. The date filter counts from the filing date, not the trade date.
  • Since the trade: each priced line shows the estimated entry or exit price and the current price it is worked out from. Estimated prices are the stock's closing price on the trade date. A disclosure gives a value band, not the price paid. An option line reads n/a, because an option's premium is never disclosed; so does any other line that is not a stock, and a stock line whose closing prices we do not hold or whose prices failed our checks. Not investment advice.
  • Filed late: only on reports we checked against the House Clerk's copy, listed on the late filings page. A checked card links the original.
  • Long reports: 20 reports to a page. A report longer than 60 trades is shortened here, and so are the reports after a page passes 250 trades; the member's own page has every trade.