Case file · Oct 2, 2023
Rep. Ro Khanna sold $JCI
What Happened Next
$JCI vs the S&P 500 from the trade date. A sale has an edge when the stock lags the market afterwards.
$JCI · 30 days
−5.0%
S&P 500, same days
−1.1% +3.9 pts edge
$JCI · 90 days
+9.7%
S&P 500, same days
+11.1% +1.3 pts edge
$JCI · 180 days
+25.9%
S&P 500, same days
+23.1% −2.9 pts edge
Return
−10%0+10%+20%+30%+40%
The Paper Trail
- $JCI moved +9.7% in the 90 days after the sale, vs +11.1% for the S&P 500 — a 1.3-point edge
- Filed as a child's trade
- Trade date
- Oct 2, 2023
- Disclosed
- Nov 10, 2023 (37 days)
- Shuffle Score
- 15/100
- Filing
- Not linked
Ro Khanna's History in $JCI
| Date | Type | Amount | Owner |
|---|---|---|---|
| Oct 2, 2023 | Sell | $1,001 - $15,000 | Child |
| Oct 10, 2023 | Sell | $1,001 - $15,000 | Spouse |
| Oct 31, 2023 | Buy | $15,001 - $50,000 | Spouse |
| Nov 3, 2023 | Buy | $1,001 - $15,000 | Child |
| Nov 12, 2024 | Sell | $15,001 - $50,000 | Spouse |
| Nov 15, 2024 | Sell | $15,001 - $50,000 | Child |
| Jan 22, 2025 | Buy | $1,001 - $15,000 | Child |
| Mar 6, 2025 | Sell | $1,001 - $15,000 | Child |
| Mar 12, 2025 | Sell | $1,001 - $15,000 | Child |
| Apr 15, 2025 | Buy | $15,001 - $50,000 | Child |
| Apr 23, 2025 | Buy | $1,001 - $15,000 | Spouse |
| Mar 23, 2026 | Sell | $1,001 - $15,000 | Spouse |
| May 1, 2026 | Sell | $15,001 - $50,000 | Child |
| May 27, 2026 | Sell | $1,001 - $15,000 | Spouse |
| Jun 2, 2026 | Buy | $1,001 - $15,000 | Child |
| Jul 7, 2026 | Buy | $1,001 - $15,000 | Child |
Returns use split- and dividend-adjusted closes. Disclosures report ranges, not exact amounts. A well-timed trade is not evidence of wrongdoing. Methodology · Disclaimer