−0.8%
Return per decision, 1 monthS&P +3.4%
That is −4.2 points vs the S&P
−7.9%
Return per decision, 3 monthsS&P −10.8%
That is +2.9 points vs the S&P
−5.5%
Return per decision, 6 monthsS&P +6.9%
That is −12.4 points vs the S&P
Record
Same numbers as the leaderboard
2
Decisions
2
Companies
−0.8%
Return
+3.4%
S&P same days
−4.2
vs S&P
0%
Up
+3.7
After selling, 68 sales
2
Decisions
2
Companies
−7.9%
Return
−10.8%
S&P same days
+2.9
vs S&P
0%
Up
+1.2
After selling, 35 sales
2
Decisions
2
Companies
−5.5%
Return
+6.9%
S&P same days
−12.4
vs S&P
0%
Up
+1.7
After selling, 35 sales
Returns are per decision, equal weight, measured from the day the report became public to the set point the window names. 4 stock purchases with a price. One company in one report is one decision, however many lines it was filed on, and every decision counts the same, because a Congress report gives a range and not an amount. Measured from the close of the first trading day after the filing date, because a report can be posted a day after the date it carries and the hour is never given. "Up" is the share that were higher at that point. A record marked thin is ranked on the leaderboard but sits right on the minimum of 5 decisions and 3 companies. "After selling" is what the stock did after each sale against the S&P over the same days, sign flipped, so a positive number means the stock fell behind the market after the sale. Sales never count toward the record, a signal or a score.
Committees
Current Congress, from the House ClerkWays and MeansHealth insurers, drug makers, hospitals, labs and other care providers, through Medicare
10 of 226 reported trades are in industries this committee oversees.How this is decided
Reports
18 reports · 226 trades · newest first
Filed Oct 13·Public Oct 14·Trades Sep 17 to Oct 2·24 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
Chevron Corporation Common Stock
Sep 23
$15,001 - $50,000
After selling, 1 week−1.6 pointsstock +2.1%, S&P +0.5%
Sell
Chubb Limited Common Stock
Sep 23
$1,001 - $15,000
After selling, 1 week−0.9 pointsstock +1.4%, S&P +0.5%
Sell
Devon Energy Corporation Common Stock
Sep 23
$50,001 - $100,000
After selling, 1 week+0.6 pointsstock −0.1%, S&P +0.5%
Sell
Devon Energy Corporation Common Stock
Sep 23
$15,001 - $50,000
After selling, 1 week+0.6 pointsstock −0.1%, S&P +0.5%
Sell
Emerson Electric Company Common Stock
Sep 17
$15,001 - $50,000
After selling, 1 week−0.8 pointsstock +1.3%, S&P +0.5%
Buy
no ticker
GRADY CNTY OKLA SCH FIN AUH EDL FACS 5.000% MAT 9/1/2033
Sep 18
$15,001 - $50,000
Not countednot a stock
Sell
Home Depot, Inc.
Sep 23
$1,001 - $15,000
After selling, 1 week−5.8 pointsstock +6.3%, S&P +0.5%
Sell
Linde plc - Ordinary Shares
Sep 17
$15,001 - $50,000
After selling, 1 week−1.1 pointsstock +1.6%, S&P +0.5%
Sell
Lockheed Martin Corporation Common Stock
Sep 17
$15,001 - $50,000
After selling, 1 week−5.1 pointsstock +5.6%, S&P +0.5%
Sell
Lockheed Martin Corporation Common Stock
Sep 17
$15,001 - $50,000
After selling, 1 week−5.1 pointsstock +5.6%, S&P +0.5%
Sell
Lockheed Martin Corporation Common Stock
Sep 23
$15,001 - $50,000
After selling, 1 week−5.1 pointsstock +5.6%, S&P +0.5%
Sell
Lockheed Martin Corporation Common Stock
Sep 23
$15,001 - $50,000
After selling, 1 week−5.1 pointsstock +5.6%, S&P +0.5%
Sell
Lowe's Companies, Inc. Common Stock
Sep 17
$1,001 - $15,000
After selling, 1 week−4.5 pointsstock +5.0%, S&P +0.5%
Sell
Marsh Common Stock
Sep 17
$50,001 - $100,000
After selling, 1 week−6.3 pointsstock +6.8%, S&P +0.5%
Sell
Marsh Common Stock
Sep 23
$50,001 - $100,000
After selling, 1 week−6.3 pointsstock +6.8%, S&P +0.5%
Buy
no ticker
MAYES CNTY OKLA PUB FACS AUTH REV 3.000% MAT 9/1/2027
Sep 18
$15,001 - $50,000
Not countednot a stock
Sell
NextEra Energy, Inc. Common Stock
Oct 2
$15,001 - $50,000
After selling, 1 week+0.6 pointsstock −0.1%, S&P +0.5%
Buy
no ticker
OKLAHOMA DEPT TRANSN REV GAN SER 2018 A 5.000% MAT 9/1/2033
Sep 21
$15,001 - $50,000
Not countednot a stock
Buy
no ticker
PONTOTOC CNTY OKLA EDL FACS AUTH 5.000% MAT 09/01/2028
Sep 21
$50,001 - $100,000
Not countednot a stock
Sell
Rockwell Automation, Inc. Common Stock
Sep 17
$15,001 - $50,000
After selling, 1 week−3.1 pointsstock +3.6%, S&P +0.5%
Sell
Starbucks Corporation - Common Stock
Sep 23
$15,001 - $50,000
After selling, 1 week−5.8 pointsstock +6.3%, S&P +0.5%
Buy
no ticker
TULSA OKLA MET UTIL AUTH UTIL REV UTIL 3.000% MAT 4/1/2029
Sep 18
$15,001 - $50,000
Not countednot a stock
Sell
UnitedHealth Group Incorporated Common Stock
Sep 23
$15,001 - $50,000
After selling, 1 week−4.9 pointsstock +5.4%, S&P +0.5%
Sell
no ticker
Virtus Artificial Intelligence & Technology Opportunities Fund
Sep 23
$15,001 - $50,000
After sellingNot countednot a stock
Filed Sep 25·Public Sep 28·Trades Aug 27 to Sep 15·98 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
Apple Inc. - Common Stock
Sep 8
$1,001 - $15,000
After selling, 1 week+2.8 pointsstock −1.6%, S&P +1.2%
Sell
Apple Inc. - Common Stock
Sep 8
$1,001 - $15,000
After selling, 1 week+2.8 pointsstock −1.6%, S&P +1.2%
Buy
no ticker
ARBUCKLE MEM HOSP AUTH OKLA SALES TAX 03.00000% 01/01/2027 REV BDS SER. 2018
Sep 8
$15,001 - $50,000
Not countednot a stock
Sell
Boston Scientific Corporation Common Stock
Sep 4
$50,001 - $100,000
After selling, 1 week+5.1 pointsstock −3.9%, S&P +1.2%
Sell
Boston Scientific Corporation Common Stock
Sep 3
$1,001 - $15,000
After selling, 1 week+5.1 pointsstock −3.9%, S&P +1.2%
Sell
Boston Scientific Corporation Common Stock
Sep 3
$1,001 - $15,000
After selling, 1 week+5.1 pointsstock −3.9%, S&P +1.2%
Sell
Boston Scientific Corporation Common Stock
Sep 3
$1,001 - $15,000
After selling, 1 week+5.1 pointsstock −3.9%, S&P +1.2%
Sell
Boston Scientific Corporation Common Stock
Sep 9
$50,001 - $100,000
After selling, 1 week+5.1 pointsstock −3.9%, S&P +1.2%
Sell
Boston Scientific Corporation Common Stock
Aug 31
$15,001 - $50,000
After selling, 1 week+5.1 pointsstock −3.9%, S&P +1.2%
Sell
Brookfield Real Assets Income Fund Inc. Common Stock
Aug 31
$15,001 - $50,000
After selling, 1 week+2.2 pointsstock −1.0%, S&P +1.2%
Sell
Cadence Design Systems, Inc. - Common Stock
Sep 14
$15,001 - $50,000
After selling, 1 week−7.0 pointsstock +8.2%, S&P +1.2%
Sell
Cadence Design Systems, Inc. - Common Stock
Sep 2
$15,001 - $50,000
After selling, 1 week−7.0 pointsstock +8.2%, S&P +1.2%
Sell
CenterPoint Energy, Inc
Sep 15
$15,001 - $50,000
After selling, 1 week−1.9 pointsstock +3.1%, S&P +1.2%
Sell
Colgate-Palmolive Company Common Stock
Aug 27
$1,001 - $15,000
After selling, 1 week+1.6 pointsstock −0.4%, S&P +1.2%
Sell
Colgate-Palmolive Company Common Stock
Aug 31
$1,001 - $15,000
After selling, 1 week+1.6 pointsstock −0.4%, S&P +1.2%
Sell
Colgate-Palmolive Company Common Stock
Sep 2
$1,001 - $15,000
After selling, 1 week+1.6 pointsstock −0.4%, S&P +1.2%
Sell
Crane Company Common Stock
Aug 31
$50,001 - $100,000
After selling, 1 week−0.1 pointsstock +1.3%, S&P +1.2%
Sell
Crane NXT, Co. Common Stock
Aug 31
$15,001 - $50,000
After selling, 1 week−2.3 pointsstock +3.5%, S&P +1.2%
Sell
CSX Corporation
Aug 31
$1,001 - $15,000
After selling, 1 week−0.2 pointsstock +1.4%, S&P +1.2%
Sell
CSX Corporation
Aug 27
$1,001 - $15,000
After selling, 1 week−0.2 pointsstock +1.4%, S&P +1.2%
Sell
Danaher Corporation Common Stock
Aug 31
$15,001 - $50,000
After selling, 1 week+3.7 pointsstock −2.5%, S&P +1.2%
Sell
Danaher Corporation Common Stock
Sep 2
$1,001 - $15,000
After selling, 1 week+3.7 pointsstock −2.5%, S&P +1.2%
Sell
Devon Energy Corporation Common Stock
Sep 4
$100,001 - $250,000
After selling, 1 week−1.5 pointsstock +2.7%, S&P +1.2%
Sell
Devon Energy Corporation Common Stock
Sep 14
$15,001 - $50,000
After selling, 1 week−1.5 pointsstock +2.7%, S&P +1.2%
Sell
Devon Energy Corporation Common Stock
Aug 31
$100,001 - $250,000
After selling, 1 week−1.5 pointsstock +2.7%, S&P +1.2%
Sell
Devon Energy Corporation Common Stock
Aug 31
$15,001 - $50,000
After selling, 1 week−1.5 pointsstock +2.7%, S&P +1.2%
Sell
Eaton Corporation, PLC Ordinary Shares
Sep 10
$1,001 - $15,000
After selling, 1 week+0.9 pointsstock +0.3%, S&P +1.2%
Sell
Eaton Vance Corporation Eaton Vance Tax-Managed Buy-Write Opportunities Fund Common Shares of Beneficial Interest
Sep 8
$1,001 - $15,000
After selling, 1 week+1.6 pointsstock −0.4%, S&P +1.2%
Sell
Emerson Electric Company Common Stock
Sep 14
$1,001 - $15,000
After selling, 1 week−0.6 pointsstock +1.8%, S&P +1.2%
Sell
Emerson Electric Company Common Stock
Sep 14
$15,001 - $50,000
After selling, 1 week−0.6 pointsstock +1.8%, S&P +1.2%
Sell
ExxonMobil Holdings Corporation Common Stock
Aug 31
$100,001 - $250,000
After selling, 1 week+0.3 pointsstock +0.9%, S&P +1.2%
Sell
Ford Motor Company Common Stock
Aug 31
$1,001 - $15,000
After selling, 1 week+3.1 pointsstock −1.9%, S&P +1.2%
Buy
no ticker
GRAND RIVER DAM AUTH OKLA REV REV BDS 03.12500% 06/01/2029 SER.2014A
Sep 15
$15,001 - $50,000
Not countednot a stock
Sell
Home Depot, Inc.
Sep 14
$1,001 - $15,000
After selling, 1 week+4.2 pointsstock −3.0%, S&P +1.2%
Sell
Home Depot, Inc.
Sep 10
$15,001 - $50,000
After selling, 1 week+4.2 pointsstock −3.0%, S&P +1.2%
Sell
Home Depot, Inc.
Sep 14
$15,001 - $50,000
After selling, 1 week+4.2 pointsstock −3.0%, S&P +1.2%
Sell
Home Depot, Inc.
Sep 2
$15,001 - $50,000
After selling, 1 week+4.2 pointsstock −3.0%, S&P +1.2%
Sell
Home Depot, Inc.
Aug 31
$15,001 - $50,000
After selling, 1 week+4.2 pointsstock −3.0%, S&P +1.2%
Sell
Home Depot, Inc.
Aug 27
$1,001 - $15,000
After selling, 1 week+4.2 pointsstock −3.0%, S&P +1.2%
Sell
Honeywell International Inc.
Aug 31
$15,001 - $50,000
After selling, 1 week0.0 pointsstock +1.2%, S&P +1.2%
Sell
Illinois Tool Works Inc. Common Stock
Aug 31
$15,001 - $50,000
After selling, 1 week+4.1 pointsstock −2.9%, S&P +1.2%
Sell
Illinois Tool Works Inc. Common Stock
Sep 2
$15,001 - $50,000
After selling, 1 week+4.1 pointsstock −2.9%, S&P +1.2%
Sell
Illinois Tool Works Inc. Common Stock
Sep 4
$50,001 - $100,000
After selling, 1 week+4.1 pointsstock −2.9%, S&P +1.2%
Sell
Illinois Tool Works Inc. Common Stock
Sep 9
$15,001 - $50,000
After selling, 1 week+4.1 pointsstock −2.9%, S&P +1.2%
Sell
IQVIA Holdings, Inc. Common Stock
Sep 8
$1,001 - $15,000
After selling, 1 week+3.0 pointsstock −1.8%, S&P +1.2%
Sell
IQVIA Holdings, Inc. Common Stock
Sep 14
$15,001 - $50,000
After selling, 1 week+3.0 pointsstock −1.8%, S&P +1.2%
Sell
IQVIA Holdings, Inc. Common Stock
Sep 3
$1,001 - $15,000
After selling, 1 week+3.0 pointsstock −1.8%, S&P +1.2%
Buy
no ticker
JACKSON CNTY OKLA FACS AUTH SALES TAX 02.25000% 10/01/2029 REV BDS COURTHOUSE PROJ SER. 2022
Sep 14
$15,001 - $50,000
Not countednot a stock
Buy
no ticker
JENKS OKLA UNLTD TAX GO BDS SER. 2020 02.00000% 11/01/2028
Sep 3
$15,001 - $50,000
Not countednot a stock
Buy
no ticker
JENKS OKLA UNLTD TAX GO BDS SER. 2020 02.00000% 11/01/2030
Sep 3
$15,001 - $50,000
Not countednot a stock
Sell
Linde plc - Ordinary Shares
Sep 2
$15,001 - $50,000
After selling, 1 week−1.0 pointsstock +2.2%, S&P +1.2%
Sell
Linde plc - Ordinary Shares
Aug 31
$15,001 - $50,000
After selling, 1 week−1.0 pointsstock +2.2%, S&P +1.2%
Sell
Lockheed Martin Corporation Common Stock
Sep 2
$15,001 - $50,000
After selling, 1 week+3.4 pointsstock −2.2%, S&P +1.2%
Sell
Lockheed Martin Corporation Common Stock
Sep 2
$15,001 - $50,000
After selling, 1 week+3.4 pointsstock −2.2%, S&P +1.2%
Sell
Lowe's Companies, Inc. Common Stock
Sep 2
$1,001 - $15,000
After selling, 1 week+5.5 pointsstock −4.3%, S&P +1.2%
Sell
Marsh Common Stock
Sep 2
$1,001 - $15,000
After selling, 1 week−0.2 pointsstock +1.4%, S&P +1.2%
Sell
Marsh Common Stock
Sep 14
$1,001 - $15,000
After selling, 1 week−0.2 pointsstock +1.4%, S&P +1.2%
Sell
Marsh Common Stock
Sep 9
$100,001 - $250,000
After selling, 1 week−0.2 pointsstock +1.4%, S&P +1.2%
Buy
no ticker
MUSKOGEE CNTY OKLA PUB SAFETY AUTH CAP 04.00000% 12/01/2028 IMPT REV BDS SER. 2025
Sep 15
$15,001 - $50,000
Not countednot a stock
Sell
NextEra Energy, Inc. Common Stock
Sep 14
$15,001 - $50,000
After selling, 1 week+0.2 pointsstock +1.0%, S&P +1.2%
Sell
NextEra Energy, Inc. Common Stock
Sep 2
$1,001 - $15,000
After selling, 1 week+0.2 pointsstock +1.0%, S&P +1.2%
Sell
Novartis AG Common Stock
Aug 27
$15,001 - $50,000
After selling, 1 week+5.3 pointsstock −4.1%, S&P +1.2%
Sell
Novo Nordisk A/S Common Stock
Aug 31
$1,001 - $15,000
After selling, 1 week+4.2 pointsstock −3.0%, S&P +1.2%
Sell
Novo Nordisk A/S Common Stock
Sep 10
$1,001 - $15,000
After selling, 1 week+4.2 pointsstock −3.0%, S&P +1.2%
Buy
no ticker
OKLAHOMA CITY OKLA ARPT TRUST JR LIEN 05.00000% 07/01/2034 TAX EXEMPT BDS SER. 33
Sep 4
$50,001 - $100,000
Not countednot a stock
Buy
no ticker
OKLAHOMA ST CAPITOL IMPT AUTH ST FACS 05.00000% 01/01/2034 REV BDS CAPITOL REPAIR PROJ SER. 2019 C
Sep 15
$15,001 - $50,000
Not countednot a stock
Buy
no ticker
AUTH ST FACS 05.00000% 07/01/2034 REV BDS OKLAHOMA DEPT OF CORRECTIONS SER. 2018 D
Sep 14
$15,001 - $50,000
Not countednot a stock
Buy
no ticker
AUTH ST FACS 05.00000% 07/01/2034 REV BDS OKLAHOMA DEPT OF CORRECTIONS SER. 2018 D
Sep 14
$15,001 - $50,000
Not countednot a stock
Sell
ONEOK, Inc. Common Stock
Sep 4
$15,001 - $50,000
After selling, 1 week+1.2 pointsstock 0.0%, S&P +1.2%
Other
ONEOK, Inc. Common Stock
Sep 11
$500,001 - $1,000,000
Not countedan exchange, not a purchase or a sale
Other
ONEOK, Inc. Common Stock
Sep 11
$100,001 - $250,000
Not countedan exchange, not a purchase or a sale
Sell
ONEOK, Inc. Common Stock
Aug 31
$50,001 - $100,000
After selling, 1 week+1.2 pointsstock 0.0%, S&P +1.2%
Sell
O'Reilly Automotive, Inc. - Common Stock
Aug 31
$15,001 - $50,000
After selling, 1 week+4.2 pointsstock −3.0%, S&P +1.2%
Sell
O'Reilly Automotive, Inc. - Common Stock
Sep 2
$15,001 - $50,000
After selling, 1 week+4.2 pointsstock −3.0%, S&P +1.2%
Sell
Pembina Pipeline Corp. Ordinary Shares
Aug 27
$15,001 - $50,000
After selling, 1 week−1.2 pointsstock +2.4%, S&P +1.2%
Sell
Progress Software Corporation - Common Stock
Aug 31
$15,001 - $50,000
After selling, 1 week+6.8 pointsstock −5.6%, S&P +1.2%
Sell
PTC Inc. - Common Stock
Aug 31
$50,001 - $100,000
After selling, 1 week−36.4 pointsstock +37.6%, S&P +1.2%
Sell
PTC Inc. - Common Stock
Sep 9
$50,001 - $100,000
After selling, 1 week−36.4 pointsstock +37.6%, S&P +1.2%
Sell
Rockwell Automation, Inc. Common Stock
Sep 14
$15,001 - $50,000
After selling, 1 week−4.4 pointsstock +5.6%, S&P +1.2%
Sell
Rockwell Automation, Inc. Common Stock
Sep 2
$15,001 - $50,000
After selling, 1 week−4.4 pointsstock +5.6%, S&P +1.2%
Sell
Rockwell Automation, Inc. Common Stock
Sep 2
$15,001 - $50,000
After selling, 1 week−4.4 pointsstock +5.6%, S&P +1.2%
Sell
Seagate Technology Holdings PLC - Ordinary Shares
Sep 15
$1,001 - $15,000
After selling, 1 week+4.9 pointsstock −3.7%, S&P +1.2%
Sell
Starbucks Corporation - Common Stock
Sep 2
$1,001 - $15,000
After selling, 1 week+2.1 pointsstock −0.9%, S&P +1.2%
Sell
TJX Companies, Inc.
Sep 15
$1,001 - $15,000
After selling, 1 week−2.0 pointsstock +3.2%, S&P +1.2%
Sell
TJX Companies, Inc.
Sep 2
$15,001 - $50,000
After selling, 1 week−2.0 pointsstock +3.2%, S&P +1.2%
Sell
TJX Companies, Inc.
Aug 31
$15,001 - $50,000
After selling, 1 week−2.0 pointsstock +3.2%, S&P +1.2%
Sell
TJX Companies, Inc.
Aug 27
$1,001 - $15,000
After selling, 1 week−2.0 pointsstock +3.2%, S&P +1.2%
Buy
no ticker
TULSA OKLA MET UTIL AUTH UTIL REV UTIL 03.00000% 04/01/2029 REV BDS SER. A
Sep 9
$15,001 - $50,000
Not countednot a stock
Sell
UnitedHealth Group Incorporated Common Stock
Sep 10
$15,001 - $50,000
After selling, 1 week+1.0 pointsstock +0.2%, S&P +1.2%
Sell
no ticker
Virtus Artificial Intelligence & Technology Opportunities Fund Common Shares of Beneficial Interest
Sep 14
$15,001 - $50,000
After sellingNot countednot a stock
Sell
Virtus Artificial Intelligence & Technology Opportunities Fund Common Shares of Beneficial Interest
Sep 3
$1,001 - $15,000
After selling, 1 week+0.1 pointsstock +1.1%, S&P +1.2%
Sell
Virtus Artificial Intelligence & Technology Opportunities Fund Common Shares of Beneficial Interest
Aug 31
$15,001 - $50,000
After selling, 1 week+0.1 pointsstock +1.1%, S&P +1.2%
Sell
Vuzix Corporation
Sep 3
$1,001 - $15,000
After selling, 1 week−6.4 pointsstock +7.6%, S&P +1.2%
Sell
Vuzix Corporation
Sep 3
$1,001 - $15,000
After selling, 1 week−6.4 pointsstock +7.6%, S&P +1.2%
Sell
Walmart Inc. - Common Stock
Aug 27
$1,001 - $15,000
After selling, 1 week+4.6 pointsstock −3.4%, S&P +1.2%
Filed Sep 1·Public Sep 8·Trades Aug 5 to Aug 24·28 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
Adobe Inc. - Common Stock
Aug 14
$15,001 - $50,000
After selling, 1 month+15.8 pointsstock −15.0%, S&P +0.8%
Sell
Alcon Inc. Ordinary Shares
Aug 5
$1,001 - $15,000
After selling, 1 month+12.5 pointsstock −11.7%, S&P +0.8%
Sell
Anheuser-Busch Inbev SA Sponsored ADR
Aug 18
$1,001 - $15,000
After selling, 1 month+7.9 pointsstock −7.1%, S&P +0.8%
Sell
Biogen Inc. - Common Stock
Aug 18
$1,001 - $15,000
After selling, 1 month+2.1 pointsstock −1.3%, S&P +0.8%
Sell
Boeing Company
Aug 13
$1,001 - $15,000
After selling, 1 month+8.1 pointsstock −7.3%, S&P +0.8%
Sell
Boeing Company
Aug 13
$15,001 - $50,000
After selling, 1 month+8.1 pointsstock −7.3%, S&P +0.8%
Buy
no ticker
CANADIAN CNTY OKLA EDL FACS AUTH EDL 3.00000% 09/01/2029
Aug 24
$100,001 - $250,000
Not countednot a stock
Sell
Carrier Global Corporation Common Stock
Aug 14
$1,001 - $15,000
After selling, 1 month+5.1 pointsstock −4.3%, S&P +0.8%
Sell
Colgate-Palmolive Company Common Stock
Aug 19
$1,001 - $15,000
After selling, 1 month+7.3 pointsstock −6.5%, S&P +0.8%
Sell
Home Depot, Inc.
Aug 24
$50,001 - $100,000
After selling, 1 month+11.3 pointsstock −10.5%, S&P +0.8%
Sell
Honeywell Aerospace Inc. - Common Stock
Aug 19
$15,001 - $50,000
After selling, 1 month−0.6 pointsstock +1.4%, S&P +0.8%
Sell
Hormel Foods Corporation Common Stock
Aug 13
$1,001 - $15,000
After selling, 1 month+9.0 pointsstock −8.2%, S&P +0.8%
Sell
ICON plc - Ordinary Shares
Aug 14
$15,001 - $50,000
After selling, 1 month−0.6 pointsstock +1.4%, S&P +0.8%
Sell
Kimberly-Clark Corporation - Common Stock
Aug 18
$1,001 - $15,000
After selling, 1 month+13.4 pointsstock −12.6%, S&P +0.8%
Sell
Lowe's Companies, Inc. Common Stock
Aug 24
$1,001 - $15,000
After selling, 1 month+10.3 pointsstock −9.5%, S&P +0.8%
Sell
Marsh Common Stock
Aug 24
$1,001 - $15,000
After selling, 1 month+9.7 pointsstock −8.9%, S&P +0.8%
Sell
Medtronic plc. Ordinary Shares
Aug 24
$15,001 - $50,000
After selling, 1 month+6.3 pointsstock −5.5%, S&P +0.8%
Sell
Microsoft Corporation - Common Stock
Aug 21
$15,001 - $50,000
After selling, 1 month−3.4 pointsstock +4.2%, S&P +0.8%
Sell
Nike, Inc. Common Stock
Aug 13
$1,001 - $15,000
After selling, 1 month+12.2 pointsstock −11.4%, S&P +0.8%
Sell
Otis Worldwide Corporation Common Stock
Aug 10
$1,001 - $15,000
After selling, 1 month+10.4 pointsstock −9.6%, S&P +0.8%
Sell
Procter & Gamble Company
Aug 5
$1,001 - $15,000
After selling, 1 month+2.6 pointsstock −1.8%, S&P +0.8%
Sell
Procter & Gamble Company
Aug 24
$50,001 - $100,000
After selling, 1 month+2.6 pointsstock −1.8%, S&P +0.8%
Sell
Solstice Advanced Materials Inc. - Common Stock
Aug 5
$1,001 - $15,000
After selling, 1 month+6.2 pointsstock −5.4%, S&P +0.8%
Sell
[ST] JTVeralto Corp Common Stock
Aug 21
$1,001 - $15,000
After selling, 1 month+3.3 pointsstock −2.5%, S&P +0.8%
Sell
Veralto Corp Common Stock
Aug 14
$1,001 - $15,000
After selling, 1 month+3.3 pointsstock −2.5%, S&P +0.8%
Sell
Walt Disney Company
Aug 10
$15,001 - $50,000
After selling, 1 month+6.2 pointsstock −5.4%, S&P +0.8%
Sell
Waters Corporation Common Stock
Aug 13
$1,001 - $15,000
After selling, 1 month−2.4 pointsstock +3.2%, S&P +0.8%
Filed Aug 12·Public Sep 8·Traded Aug 5·2 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
2000166537JTOrganon & Co. Common Stock
Aug 5
$1,001 - $15,000
After selling, 1 month−1.8 pointsstock −0.4%, S&P −2.2%
Sell
2000166538JTVersant Media Group, Inc. - Class A Common Stock
Aug 5
$1,001 - $15,000
After selling, 1 month+1.3 pointsstock −3.5%, S&P −2.2%
Filed Aug 10·Trades Jul 16 to Aug 5·14 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Buy
no ticker
CADDO CNTY OKLA GOVERNMENTAL BLDG 05.00000% 09/01/2030
Jul 24
$50,001 - $100,000
Not countednot a stock
Sell
Comcast Corporation - Class A Common Stock
Aug 5
$1,001 - $15,000
After selling, 1 month+0.2 pointsstock −1.9%, S&P −1.7%
Sell
Diageo plc Common Stock
Aug 5
$1,001 - $15,000
After selling, 1 month+7.4 pointsstock −9.1%, S&P −1.7%
Buy
no ticker
EDMOND OKLA PUB WKS AUTH SALES TAX & 03.00000% 07/01/2033
Jul 16
$15,001 - $50,000
Not countednot a stock
Sell
Estee Lauder Companies, Inc.
Aug 5
$1,001 - $15,000
After selling, 1 month−12.0 pointsstock +10.3%, S&P −1.7%
Buy
no ticker
GRAND RIVER DAM AUTH OKLA REV REV BDS 03.12500% 06/01/2029
Jul 20
$15,001 - $50,000
Not countednot a stock
Sell
Kenvue Inc. Common Stock
Aug 5
$1,001 - $15,000
After selling, 1 month+3.9 pointsstock −5.6%, S&P −1.7%
Buy
no ticker
KINGFISHER CNTY OKLA EDL FACS AUTH EDL 03.00000% 03/01/2031
Jul 20
$100,001 - $250,000
Not countednot a stock
Buy
no ticker
LAWTON OKLA GO BDS SER. 2019 02.00000% 12/01/2027
Jul 17
$15,001 - $50,000
Not countednot a stock
Sell
Mondelez International, Inc. - Class A Common Stock
Aug 5
$1,001 - $15,000
After selling, 1 month−2.8 pointsstock +1.1%, S&P −1.7%
Buy
no ticker
OKLAHOMA CNTY OKLA FIN AUTH LEASE REV 03.00000% 12/01/2028
Jul 17
$15,001 - $50,000
Not countednot a stock
Sell
Organon & Co. Common Stock
Aug 5
$1,001 - $15,000
After selling, 1 month−1.7 pointsstock 0.0%, S&P −1.7%
Buy
no ticker
TULSA CNTY OKLA INDPT SCH DIST NO 02.00000% 09/01/2026
Jul 24
$100,001 - $250,000
Not countednot a stock
Sell
Versant Media Group, Inc. - Class A Common Stock
Aug 5
$1,001 - $15,000
After selling, 1 month−3.3 pointsstock +1.6%, S&P −1.7%
Filed Jul 16·Trades Jun 29 to Jul 2·3 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Other
Exxon Mobil Corporation Common Stock
Jul 2
$100,001 - $250,000
Not countedan exchange, not a purchase or a sale
Other
Exxon Mobil Corporation Common Stock
Jul 2
$100,001 - $250,000
Not countedan exchange, not a purchase or a sale
Other
Honeywell Aerospace Inc. - Common Stock
Jun 29
$15,001 - $50,000
Not countedan exchange, not a purchase or a sale
Filed Jun 2·Trades May 6 to May 8·5 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Other
Coterra Energy Inc. Common Stock
May 8
$15,001 - $50,000
Not countedan exchange, not a purchase or a sale
Other
Coterra Energy Inc. Common Stock
May 8
$15,001 - $50,000
Not countedan exchange, not a purchase or a sale
Other
Devon Energy Corporation Common Stock
May 8
$15,001 - $50,000
Not countedan exchange, not a purchase or a sale
Other
Devon Energy Corporation Common Stock
May 8
$15,001 - $50,000
Not countedan exchange, not a purchase or a sale
Sell
no ticker
MORGAN STANLEY FIN LLC MTN ZERO CPN
May 6
$1,000,001 - $5,000,000
After sellingNot countednot a stock
Filed May 5·Traded Apr 29·1 trade
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
no ticker
Goldman Sachs MTN 4/29/2030
Apr 29
$250,001 - $500,000
After sellingNot countednot a stock
Filed Apr 3·Trades Mar 5 to Mar 24·16 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
Accenture plc Class A Ordinary Shares
Mar 16
$250,001 - $500,000
After selling, 6 months+18.1 pointsstock +0.1%, S&P +18.2%
Sell
Becton, Dickinson and Company Common Stock
Mar 17
$15,001 - $50,000
After selling, 6 months+0.4 pointsstock +17.8%, S&P +18.2%
Sell
Blackrock MuniAssets Fund, Inc Common Stock
Mar 17
$50,001 - $100,000
After selling, 6 months+26.2 pointsstock −8.0%, S&P +18.2%
Sell
Cognizant Technology Solutions Corporation - Class A Common Stock
Mar 17
$15,001 - $50,000
After selling, 6 months+23.8 pointsstock −5.6%, S&P +18.2%
Sell
Comcast Corporation - Class A Common Stock
Mar 17
$15,001 - $50,000
After selling, 6 months+39.1 pointsstock −20.9%, S&P +18.2%
Sell
Exact Sciences Corporation - Common Stock
Mar 24
$1,001 - $15,000
After sellingNot yettoo few closes after it became public
Sell
ICON plc - Ordinary Shares
Mar 5
$100,001 - $250,000
After selling, 6 months−35.4 pointsstock +53.6%, S&P +18.2%
Sell
Invesco Ltd Common Stock
Mar 17
$15,001 - $50,000
After selling, 6 months−17.0 pointsstock +35.2%, S&P +18.2%
Sell
IQVIA Holdings, Inc. Common Stock
Mar 16
$50,001 - $100,000
After selling, 6 months−37.7 pointsstock +55.9%, S&P +18.2%
Sell
Kenvue Inc. Common Stock
Mar 17
$15,001 - $50,000
After selling, 6 months+14.1 pointsstock +4.1%, S&P +18.2%
Sell
Medtronic plc. Ordinary Shares
Mar 20
$15,001 - $50,000
After selling, 6 months+14.5 pointsstock +3.7%, S&P +18.2%
Sell
Progress Software Corporation - Common Stock
Mar 16
$50,001 - $100,000
After selling, 6 months−12.8 pointsstock +31.0%, S&P +18.2%
Sell
Prologis, Inc. Common Stock
Mar 20
$50,001 - $100,000
After selling, 6 months+19.9 pointsstock −1.7%, S&P +18.2%
Sell
SmartStop Self Storage REIT, Inc. Common Stock
Mar 18
$500,001 - $1,000,000
After selling, 6 months+8.6 pointsstock +9.6%, S&P +18.2%
Sell
T. Rowe Price Group, Inc. - Common Stock
Mar 20
$15,001 - $50,000
After selling, 6 months−1.0 pointsstock +19.2%, S&P +18.2%
Sell
Texas Instruments Incorporated - Common Stock
Mar 18
$500,001 - $1,000,000
After selling, 6 months−31.2 pointsstock +49.4%, S&P +18.2%
Filed Mar 6·Traded Feb 9·1 trade
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Other
Waters Corporation Common Stock
Feb 9
$1,001 - $15,000
Not countedan exchange, not a purchase or a sale
Filed Feb 18·Traded Jan 7·1 trade
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Buy
no ticker
ROYAL BANK OF CANADA 31F DUE 01/10/31
Jan 7
$250,001 - $500,000
Not countednot a stock
Filed Jan 22·Traded Dec 23, 2025·1 trade
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
UnitedHealth Group Incorporated Common Stock
Dec 23, 2025
$250,001 - $500,000
After selling, 6 months−11.0 pointsstock +18.8%, S&P +7.8%
Filed Nov 16, 2025·Trades Oct 6, 2025 to Oct 28, 2025·14 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
Accenture plc Class A Ordinary Shares
Oct 27, 2025
$100,001 - $250,000
After selling, 6 months+36.6 pointsstock −24.6%, S&P +12.0%
Sell
no ticker
BNP Paribas MTN 4/9/2030
Oct 9, 2025
$250,001 - $500,000
After sellingNot countednot a stock
Sell
no ticker
BNP Paribas MTN 4/9/2030
Oct 9, 2025
$1,000,001 - $5,000,000
After sellingNot countednot a stock
Sell
Boston Scientific Corporation Common Stock
Oct 28, 2025
$15,001 - $50,000
After selling, 6 months+56.3 pointsstock −44.3%, S&P +12.0%
Sell
CSX Corporation
Oct 28, 2025
$15,001 - $50,000
After selling, 6 months−24.0 pointsstock +36.0%, S&P +12.0%
Sell
Eaton Corporation, PLC Ordinary Shares
Oct 6, 2025
$15,001 - $50,000
After selling, 6 months+0.6 pointsstock +11.4%, S&P +12.0%
Sell
Home Depot, Inc.
Oct 28, 2025
$1,001 - $15,000
After selling, 6 months+24.1 pointsstock −12.1%, S&P +12.0%
Sell
McDonald's Corporation Common Stock
Oct 23, 2025
$1,001 - $15,000
After selling, 6 months+19.0 pointsstock −7.0%, S&P +12.0%
Sell
McDonald's Corporation Common Stock
Oct 23, 2025
$100,001 - $250,000
After selling, 6 months+19.0 pointsstock −7.0%, S&P +12.0%
Sell
Microsoft Corporation - Common Stock
Oct 28, 2025
$15,001 - $50,000
After selling, 6 months+28.7 pointsstock −16.7%, S&P +12.0%
Sell
O'Reilly Automotive, Inc. - Common Stock
Oct 28, 2025
$1,001 - $15,000
After selling, 6 months+19.4 pointsstock −7.4%, S&P +12.0%
Buy
no ticker
RBC 11.25% 30F DUE 10/16/30
Oct 10, 2025
$500,001 - $1,000,000
Not countednot a stock
Buy
no ticker
RBC 11.25% 30F DUE 10/16/30
Oct 10, 2025
$1,000,001 - $5,000,000
Not countednot a stock
Sell
Seagate Technology Holdings PLC - Ordinary Shares
Oct 28, 2025
$15,001 - $50,000
After selling, 6 months−176.6 pointsstock +188.6%, S&P +12.0%
Filed Oct 16, 2025·Traded Sep 26, 2025·4 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
Accenture plc Class A Ordinary Shares
Sep 26, 2025
$15,001 - $50,000
After selling, 6 months+23.8 pointsstock −17.2%, S&P +6.6%
Sell
Home Depot, Inc.
Sep 26, 2025
$15,001 - $50,000
After selling, 6 months+17.7 pointsstock −11.1%, S&P +6.6%
Sell
Masimo Corporation - Common Stock
Sep 26, 2025
$15,001 - $50,000
After selling, 6 months−15.0 pointsstock +21.6%, S&P +6.6%
Sell
Microsoft Corporation - Common Stock
Sep 26, 2025
$15,001 - $50,000
After selling, 6 months+23.7 pointsstock −17.1%, S&P +6.6%
Filed May 13, 2025·Trades Apr 4, 2025 to Apr 24, 2025·3 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Buy
no ticker
BNP Paribas MTN 4/9/2030
Apr 4, 2025
$250,001 - $500,000
Not countednot a stock
Buy
no ticker
BNP Paribas MTN 4/9/2030
Apr 4, 2025
$1,000,001 - $5,000,000
Not countednot a stock
Buy
no ticker
Goldman Sachs MTN 4/29/2030
Apr 24, 2025
$250,001 - $500,000
Not countednot a stock
Filed Apr 23, 2025·Traded Mar 31, 2025·1 trade
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
no ticker
MORGAN STANLEY FIN LLC MTN ZERO CPN
Mar 31, 2025
$500,001 - $1,000,000
After sellingNot countednot a stock
Filed Feb 14, 2025·Traded Jan 29, 2025·1 trade
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Buy
no ticker
FT VEST TOTAL RETURN INCOME FUND SERIES A4 CLASS I
Jan 29, 2025
$100,001 - $250,000
Not countednot a stock
Filed Jan 15, 2025·Trades Dec 3, 2024 to Dec 31, 2024·9 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
AGCO Corporation Common Stock
Dec 31, 2024
$50,001 - $100,000
After selling, 6 months−0.1 pointsstock +7.0%, S&P +6.9%
Sell
no ticker
Citigroup MTN 9/1/2026
Dec 3, 2024
$500,001 - $1,000,000
After sellingNot countednot a stock
Sell
Devon Energy Corporation Common Stock
Dec 31, 2024
$250,001 - $500,000
After selling, 6 months+21.5 pointsstock −14.6%, S&P +6.9%
Sell
DexCom, Inc. - Common Stock
Dec 31, 2024
$50,001 - $100,000
After selling, 6 months+7.9 pointsstock −1.0%, S&P +6.9%
Sell
Estee Lauder Companies, Inc.
Dec 31, 2024
$15,001 - $50,000
After selling, 6 months−4.4 pointsstock +11.3%, S&P +6.9%
Sell
Intel Corporation - Common Stock
Dec 31, 2024
$50,001 - $100,000
After selling, 6 months−11.4 pointsstock +18.3%, S&P +6.9%
Sell
Johnson & Johnson Common Stock
Dec 31, 2024
$100,001 - $250,000
After selling, 6 months−6.2 pointsstock +13.1%, S&P +6.9%
"Public" is the day the report appeared on the index it was filed on. It is left out for reports we caught up on later, where we did not see the day it was posted.
Portrait: the official House photo, a United States government work.