Case file · Oct 31, 2023
Rep. Ro Khanna bought $JCI
What Happened Next
$JCI vs the S&P 500 from the trade date. A buy has an edge when the stock beats the market.
$JCI · 30 days
+7.7%
S&P 500, same days
+9.1% −1.4 pts edge
$JCI · 90 days
+16.4%
S&P 500, same days
+18.0% −1.6 pts edge
$JCI · 180 days
+34.9%
S&P 500, same days
+22.8% +12.1 pts edge
Return
0+20%+40%+60%
The Paper Trail
- $JCI moved +16.4% in the 90 days after the buy, vs +18.0% for the S&P 500 — a 1.6-point deficit
- Filed as a spouse's trade
- Trade date
- Oct 31, 2023
- Disclosed
- Nov 10, 2023 (8 days)
- Shuffle Score
- 17/100
- 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