222
Total Trades
$11.6M
Trade Volume
−4.1 pts
Buys vs S&P 500
30%
Buys That Beat It
#55/67
Timing Rank
73d
Avg Delay
17.1%
Late %
Score: 15/100 - Routine15
Avg Shuffle Score
Score: 70/100 - Red Alert70
Max Shuffle Score

Did Their Trades Beat the Market?

Every disclosed stock buy, 90 days later, vs buying the S&P 500 on the same day. Dollar-weighted.

−4.1 pts
behind the S&P 500
  • 30% of 98 buys beat the market
  • Ranked #55 of 67 active traders
  • Sales: −0.4 pts (stock vs S&P after selling, inverted)
Their buys
+5.0%
S&P 500, same days
+9.0%
Return
0+2.5%+5%+7.5%+10%+13%

See how every member of Congress stacks up →

Filing Timeliness

Most Traded Tickers

TickerBuysSellsEst. Volume
BWIN 0 6 $6,169,580
SBUX 3 7 $296,000
FBKWX 6 0 $232,300
QQQ 0 4 $223,500
COST 3 5 $222,500
LUBFX 0 4 $199,000
HSY 3 3 $182,000
UPS 3 5 $180,000
LSYIX 5 0 $174,000
CSCO 0 4 $166,000
CMCSA 3 3 $139,500
AAPL 1 7 $137,500
IVV 4 1 $131,500
JPM 1 6 $129,500
WMT 1 5 $121,500

Monthly Trading Activity

Who Makes the Trades?

Trade ownership breakdown - under the STOCK Act, politicians must disclose trades made by themselves AND their immediate family.

48.6%
27%
24.3%
Not Disclosed
108 · $3.6M
Spouse
60 · $595K
Joint
54 · $7.4M

All Transactions (222)

Score Trade Date Filed Type Ticker Asset Amount Owner Delay
Score: 0/100 - Routine0
Aug 2, 2024 Aug 21, 2024 Buy PG The Procter & Gamble Co [consumer-staple $1,001 - $15,000 Not disclosed 18d
Score: 0/100 - Routine0
Aug 2, 2024 Aug 21, 2024 Buy SBUX Starbucks Corp [consumer-discretionary] $1,001 - $15,000 Not disclosed 18d
Score: 0/100 - Routine0
Aug 2, 2024 Aug 21, 2024 Buy HSY The Hershey Co [consumer-staples] $1,001 - $15,000 Not disclosed 18d
Score: 0/100 - Routine0
Aug 2, 2024 Aug 21, 2024 Buy UPS United Parcel Service Inc [industrials] $1,001 - $15,000 Not disclosed 18d
Score: 30/100 - Noteworthy30
Aug 2, 2024 Aug 21, 2024 Buy ACN Accenture PLC [information-technology] $1,001 - $15,000 Not disclosed 18d
Score: 0/100 - Routine0
Aug 2, 2024 Aug 21, 2024 Buy APD Air Products and Chemicals Inc [material $1,001 - $15,000 Not disclosed 18d
Score: 0/100 - Routine0
Aug 2, 2024 Aug 21, 2024 Buy AMGN Amgen Inc [health-care] $1,001 - $15,000 Not disclosed 18d
Score: 30/100 - Noteworthy30
Aug 1, 2024 Aug 21, 2024 Sell CSCO Cisco Systems Inc [information-technolog $1,001 - $15,000 Not disclosed 19d
Score: 0/100 - Routine0
Aug 1, 2024 Aug 21, 2024 Sell COST Costco Wholesale Corp [consumer-staples] $1,001 - $15,000 Not disclosed 19d
Score: 0/100 - Routine0
Aug 1, 2024 Aug 21, 2024 Sell DFS Discover Financial Services [financials] $1,001 - $15,000 Not disclosed 19d
Score: 0/100 - Routine0
Aug 1, 2024 Aug 21, 2024 Sell FMCSX FIDELITY MID CAP STOCK FUND $1,001 - $15,000 Not disclosed 19d
Score: 12/100 - Routine12
Aug 1, 2024 Aug 21, 2024 Sell QQQ Invesco QQQ Trust Series 1 $15,001 - $50,000 Not disclosed 19d
Score: 0/100 - Routine0
Aug 1, 2024 Aug 21, 2024 Sell IJR iShares Core S&P Small-Cap ETF $1,001 - $15,000 Not disclosed 19d
Score: 0/100 - Routine0
Aug 1, 2024 Aug 21, 2024 Sell JPM JPMorgan Chase & Co [financials] $1,001 - $15,000 Not disclosed 19d
Score: 0/100 - Routine0
Aug 1, 2024 Aug 21, 2024 Sell KVUE KENVUE INC [consumer-staples] $1 - $1,000 Not disclosed 19d
Score: 0/100 - Routine0
Aug 1, 2024 Aug 21, 2024 Sell LMT Lockheed Martin Corp [industrials] $1,001 - $15,000 Not disclosed 19d
Score: 0/100 - Routine0
Aug 1, 2024 Aug 21, 2024 Sell LUBFX LORD ABBETT ULTRA SHORT BOND FUND $1,001 - $15,000 Not disclosed 19d
Score: 0/100 - Routine0
Aug 1, 2024 Aug 21, 2024 Sell NEE NextEra Energy Inc [utilities] $1,001 - $15,000 Not disclosed 19d
Score: 0/100 - Routine0
Aug 1, 2024 Aug 21, 2024 Sell PFE Pfizer Inc [health-care] $1,001 - $15,000 Not disclosed 19d
Score: 0/100 - Routine0
Aug 1, 2024 Aug 21, 2024 Sell WMT Walmart Inc [consumer-staples] $1,001 - $15,000 Not disclosed 19d
Score: 15/100 - Routine15
Aug 1, 2024 Aug 21, 2024 Sell GOOGL Alphabet Inc [communication-services] $1,001 - $15,000 Not disclosed 19d
Score: 50/100 - Suspicious50
Aug 1, 2024 Aug 21, 2024 Sell AAPL Apple Inc [information-technology] $1,001 - $15,000 Not disclosed 19d
Score: 20/100 - Routine20
Aug 1, 2024 Aug 21, 2024 Sell N/A BROOKLYN BANCORP INC [financials] $1,001 - $15,000 Not disclosed 19d
Score: 35/100 - Noteworthy35
May 8, 2024 Jun 3, 2024 Sell BWIN Brp Group Inc [financials] $500,001 - $1,000,000 Joint 25d
Score: 0/100 - Routine0
Apr 9, 2024 Apr 24, 2024 Sell BWIN Brp Group Inc [financials] $1,001 - $15,000 Joint 14d
Score: 35/100 - Noteworthy35
Mar 21, 2024 Apr 24, 2024 Sell BWIN Brp Group Inc [financials] $1,000,001 - $5,000,000 Joint 33d
Score: 50/100 - Suspicious50
Jan 30, 2024 Jul 4, 2025 Sell AAPL Apple Inc [information-technology] $1,001 - $15,000 Joint 520d
Score: 20/100 - Routine20
Jan 30, 2024 Jul 4, 2025 Sell BRK/B Berkshire Hathaway Inc [financials] $1,001 - $15,000 Joint 520d
Score: 20/100 - Routine20
Jan 30, 2024 Jul 4, 2025 Sell SBUX Starbucks Corp [consumer-discretionary] $1,001 - $15,000 Joint 520d
Score: 20/100 - Routine20
Jan 30, 2024 Jul 4, 2025 Sell WMT Walmart Inc [consumer-staples] $1,001 - $15,000 Joint 520d
Score: 39/100 - Noteworthy39
Sep 11, 2023 Oct 13, 2023 Sell GOOGL Alphabet Inc [communication-services] $50,001 - $100,000 Joint 31d
Score: 42/100 - Noteworthy42
Sep 11, 2023 Oct 13, 2023 Sell AAPL Apple Inc [information-technology] $15,001 - $50,000 Joint 31d
Score: 12/100 - Routine12
Sep 11, 2023 Oct 13, 2023 Sell BRK/B Berkshire Hathaway Inc [financials] $15,001 - $50,000 Joint 31d
Score: 54/100 - Suspicious54
Sep 11, 2023 Oct 13, 2023 Sell CSCO Cisco Systems Inc [information-technolog $50,001 - $100,000 Joint 31d
Score: 12/100 - Routine12
Sep 11, 2023 Oct 13, 2023 Sell DFS Discover Financial Services [financials] $15,001 - $50,000 Joint 31d
Score: 0/100 - Routine0
Sep 11, 2023 Oct 13, 2023 Sell FMCSX FIDELITY MID CAP STOCK FUND $1,001 - $15,000 Joint 31d
Score: 24/100 - Routine24
Sep 11, 2023 Oct 13, 2023 Sell FZDXX FIDELITY MONEY MARKET FUND $50,001 - $100,000 Joint 31d
Score: 22/100 - Routine22
Sep 11, 2023 Oct 13, 2023 Sell HD The Home Depot Inc [consumer-discretiona $15,001 - $50,000 Not disclosed 31d
Score: 0/100 - Routine0
Sep 11, 2023 Oct 13, 2023 Sell QQQ Invesco QQQ Trust Series 1 $1,001 - $15,000 Joint 31d
Score: 0/100 - Routine0
Sep 11, 2023 Oct 13, 2023 Sell IJR iShares Core S&P Small-Cap ETF $1,001 - $15,000 Joint 31d
Score: 12/100 - Routine12
Sep 11, 2023 Oct 13, 2023 Sell JNJ Johnson & Johnson [health-care] $15,001 - $50,000 Joint 31d
Score: 12/100 - Routine12
Sep 11, 2023 Oct 13, 2023 Sell JPM JPMorgan Chase & Co [financials] $15,001 - $50,000 Joint 31d
Score: 12/100 - Routine12
Sep 11, 2023 Oct 13, 2023 Sell MCD McDonald's Corp [consumer-discretionary] $15,001 - $50,000 Joint 31d
Score: 12/100 - Routine12
Sep 11, 2023 Oct 13, 2023 Sell MRK Merck & Co Inc [health-care] $15,001 - $50,000 Joint 31d
Score: 52/100 - Suspicious52
Sep 11, 2023 Oct 13, 2023 Sell MSFT Microsoft Corp [information-technology] $15,001 - $50,000 Joint 31d
Score: 12/100 - Routine12
Sep 11, 2023 Oct 13, 2023 Sell NEE NextEra Energy Inc [utilities] $15,001 - $50,000 Joint 31d
Score: 12/100 - Routine12
Sep 11, 2023 Oct 13, 2023 Sell PEP PepsiCo Inc [consumer-staples] $15,001 - $50,000 Joint 31d
Score: 0/100 - Routine0
Sep 11, 2023 Oct 13, 2023 Sell PFE Pfizer Inc [health-care] $1,001 - $15,000 Joint 31d
Score: 12/100 - Routine12
Sep 11, 2023 Oct 13, 2023 Sell PG The Procter & Gamble Co [consumer-staple $15,001 - $50,000 Joint 31d
Score: 22/100 - Routine22
Sep 11, 2023 Oct 13, 2023 Sell SBUX Starbucks Corp [consumer-discretionary] $15,001 - $50,000 Joint 31d