Bruce Westerman
RHouse · AR-4
STOCK Act filings · simulated, not advice.
Holdings change on the next session after the Clerk filing date. Sales reduce the book and do not open a short. Shares use the range midpoint divided by the entry price. A text-layer annual common-stock list reseeds the book at those midpoints. All · 04/17/2025 → 11/03/2026.
Simulated portfolio
+16.6%
SPY
+45.7%
vs SPY
-29.0%
Simulated portfolioSPYBuySell
Trades
213
Last traded
04/21/2025
Disclosed (est.)
$1.9M
File lag
27 days
| Asset | Type | Amount range | Traded | Filed | Trade → latest | Filed+1 → latest | Filing |
|---|---|---|---|---|---|---|---|
UNH UnitedHealth Group Incorporated Common Stock (UNH) | Sale Owner: Self | $1,001 - $15,000 | 04/21/2025 | 05/12/2025 | +1.1% vs SPY +50.3% | -35.1% vs SPY -4.5% | 20030332 |
UNP Union Pacific Corporation Common Stock (UNP) | Sale Owner: Self | $1,001 - $15,000 | 04/21/2025 | 05/12/2025 | -45.2% vs SPY +4.1% | -37.4% vs SPY -6.7% | 20030332 |
UL Unilever PLC Common Stock (UL) | Sale Owner: Self | $1,001 - $15,000 | 04/21/2025 | 05/12/2025 | +4.9% vs SPY +54.1% | +0.3% vs SPY +31.0% | 20030332 |
UNCRY UNICREDITO SPA UNSP/ADR (UNCRY) | Sale Owner: Self | $1,001 - $15,000 | 04/21/2025 | 05/12/2025 | -60.3% vs SPY -11.0% | -41.0% vs SPY -10.3% | 20030332 |
UBS UBS Group AG Registered Ordinary Shares (UBS) | Sale Owner: Self | $1,001 - $15,000 | 04/21/2025 | 05/12/2025 | -78.3% vs SPY -29.1% | -51.5% vs SPY -20.9% | 20030332 |
TM Toyota Motor Corporation Common Stock (TM) | Sale Owner: Self | $1,001 - $15,000 | 04/21/2025 | 05/12/2025 | -10.6% vs SPY +38.6% | +0.5% vs SPY +31.2% | 20030332 |
TOELY Tokyo Electron Ltd Unsponsored ADR (TOELY) | Sale Owner: Self | $1,001 - $15,000 | 04/21/2025 | 05/12/2025 | +1.2% vs SPY +6.3% | +1.2% vs SPY +6.3% | 20030332 |
TMO Thermo Fisher Scientific Inc Common Stock (TMO) | Sale Owner: Self | $1,001 - $15,000 | 04/21/2025 | 05/12/2025 | -66.4% vs SPY -17.2% | -63.7% vs SPY -33.0% | 20030332 |
TSM Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | Sale Owner: Self | $1,001 - $15,000 | 04/21/2025 | 05/12/2025 | -178.6% vs SPY -129.3% | -112.3% vs SPY -81.6% | 20030332 |
SU Suncor Energy Inc. Common Stock (SU) | Sale Owner: Self | $1,001 - $15,000 | 04/21/2025 | 05/12/2025 | -125.4% vs SPY -76.2% | -114.0% vs SPY -83.3% | 20030332 |
SBUX Starbucks Corporation - Common Stock (SBUX) | Sale Owner: Self | $1,001 - $15,000 | 04/21/2025 | 05/12/2025 | -35.0% vs SPY +14.2% | -25.4% vs SPY +5.3% | 20030332 |
SPOT Spotify Technology S.A. Ordinary Shares (SPOT) | Sale Owner: Self | $1,001 - $15,000 | 04/21/2025 | 05/12/2025 | -7.4% vs SPY +41.8% | +3.2% vs SPY +33.9% | 20030332 |
SONY Sony Group Corporation American Depositary Shares (SONY) | Sale Owner: Self | $1,001 - $15,000 | 04/21/2025 | 05/12/2025 | -6.9% vs SPY +42.3% | -3.5% vs SPY +27.2% | 20030332 |
SCGLY Societe Generale France Sponsored ADR (SCGLY) | Sale Owner: Self | $1,001 - $15,000 | 04/21/2025 | 05/12/2025 | -59.1% vs SPY -9.8% | -34.6% vs SPY -3.9% | 20030332 |
SIEGY Siemens AG American Depositary Shares (SIEGY) | Sale Owner: Self | $1,001 - $15,000 | 04/21/2025 | 05/12/2025 | -43.0% vs SPY +6.2% | -20.0% vs SPY +10.7% | 20030332 |
SHEL Shell PLC American Depositary Shares (SHEL) | Sale Owner: Self | $1,001 - $15,000 | 04/21/2025 | 05/12/2025 | -70.6% vs SPY -21.4% | -63.2% vs SPY -32.5% | 20030332 |
NOW ServiceNow, Inc. Common Stock (NOW) | Sale Owner: Self | $1,001 - $15,000 | 04/21/2025 | 05/12/2025 | +27.8% vs SPY +77.0% | +47.4% vs SPY +78.0% | 20030332 |
SAP SAP SE ADS (SAP) | Sale Owner: Self | $1,001 - $15,000 | 04/21/2025 | 05/12/2025 | +5.6% vs SPY +54.9% | +19.1% vs SPY +49.8% | 20030332 |
CRM Salesforce, Inc. Common Stock (CRM) | Sale Owner: Self | $1,001 - $15,000 | 04/21/2025 | 05/12/2025 | +4.8% vs SPY +54.1% | +22.2% vs SPY +52.9% | 20030332 |
SAFRY Safran S.A. Unsponsored ADR (SAFRY) | Sale Owner: Self | $1,001 - $15,000 | 04/21/2025 | 05/12/2025 | -35.1% vs SPY +14.1% | -14.9% vs SPY +15.7% | 20030332 |
ASML ASML Holding N.V. - New York Registry Shares (ASML) | Sale Owner: Self | $1,001 - $15,000 | 04/21/2025 | 05/12/2025 | -151.8% vs SPY -102.6% | -105.3% vs SPY -74.6% | 20030332 |
RTX RTX Corporation Common Stock (RTX) | Sale Owner: Self | $1,001 - $15,000 | 04/21/2025 | 05/12/2025 | -65.6% vs SPY -16.3% | -59.7% vs SPY -29.1% | 20030332 |
RHHBY ROCHE HOLDING LTD S/ADR (RHHBY) | Sale Owner: Self | $1,001 - $15,000 | 04/21/2025 | 05/12/2025 | -57.4% vs SPY -8.1% | -59.2% vs SPY -28.6% | 20030332 |
RIO Rio Tinto Plc Common Stock (RIO) | Sale Owner: Self | $1,001 - $15,000 | 04/21/2025 | 05/12/2025 | -50.2% vs SPY -1.0% | -41.0% vs SPY -10.4% | 20030332 |
PG Procter & Gamble Company (PG) | Sale Owner: Self | $1,001 - $15,000 | 04/21/2025 | 05/12/2025 | -2.0% vs SPY +47.2% | -6.5% vs SPY +24.2% | 20030332 |
PFE Pfizer, Inc. Common Stock (PFE) | Sale Owner: Self | $1,001 - $15,000 | 04/21/2025 | 05/12/2025 | -51.0% vs SPY -1.8% | -42.8% vs SPY -12.1% | 20030332 |
PEP Pepsico, Inc. (PEP) | Sale Owner: Self | $1,001 - $15,000 | 04/21/2025 | 05/12/2025 | -2.9% vs SPY +46.3% | -11.9% vs SPY +18.8% | 20030332 |
ORCL Oracle Corporation Common Stock (ORCL) | Sale Owner: Self | $1,001 - $15,000 | 04/21/2025 | 05/12/2025 | -4.5% vs SPY +44.7% | +20.9% vs SPY +51.6% | 20030332 |
NVDA NVIDIA Corporation - Common Stock (NVDA) | Sale Owner: Self | $15,001 - $50,000 | 04/21/2025 | 05/12/2025 | -113.8% vs SPY -64.6% | -59.5% vs SPY -28.8% | 20030332 |
NRDBY NORDEA BANK ABP SP/ADR (NRDBY) | Sale Owner: Self | $1,001 - $15,000 | 04/21/2025 | 05/12/2025 | -47.0% vs SPY +2.2% | -36.6% vs SPY -5.9% | 20030332 |
AAPL Apple Inc. - Common Stock (AAPL) | Sale Owner: Self | $15,001 - $50,000 | 04/21/2025 | 05/12/2025 | -72.9% vs SPY -23.7% | -56.6% vs SPY -25.9% | 20030332 |
NFLX Netflix, Inc. - Common Stock (NFLX) | Sale Owner: Self | $1,001 - $15,000 | 04/21/2025 | 05/12/2025 | +35.8% vs SPY +85.0% | +44.3% vs SPY +75.0% | 20030332 |
NSRGY Nestle SA Sponsored ADR representing Registered Shares Series B (NSRGY) | Sale Owner: Self | $1,001 - $15,000 | 04/21/2025 | 05/12/2025 | -1.9% vs SPY +47.3% | -5.4% vs SPY +25.2% | 20030332 |
NWG NatWest Group plc American Depositary Shares, (NWG) | Sale Owner: Self | $1,001 - $15,000 | 04/21/2025 | 05/12/2025 | -37.4% vs SPY +11.8% | -27.4% vs SPY +3.2% | 20030332 |
MRAAY Murata Manufacturing Co Ltd Unsponsored ADR (MRAAY) | Sale Owner: Self | $1,001 - $15,000 | 04/21/2025 | 05/12/2025 | -176.4% vs SPY -127.2% | -173.0% vs SPY -142.3% | 20030332 |
MS Morgan Stanley Common Stock (MS) | Sale Owner: Self | $1,001 - $15,000 | 04/21/2025 | 05/12/2025 | -82.8% vs SPY -33.6% | -49.1% vs SPY -18.4% | 20030332 |
MUFG Mitsubishi UFJ Financial Group, Inc. Common Stock (MUFG) | Sale Owner: Self | $1,001 - $15,000 | 04/21/2025 | 05/12/2025 | -81.6% vs SPY -32.4% | -63.4% vs SPY -32.7% | 20030332 |
MHVIY MITSUBISHI HVY IND U/ADR (MHVIY) | Sale Owner: Self | $1,001 - $15,000 | 04/21/2025 | 05/12/2025 | -16.7% vs SPY +32.6% | -14.9% vs SPY +15.8% | 20030332 |
MSFT Microsoft Corporation - Common Stock (MSFT) | Sale Owner: Self | $15,001 - $50,000 | 04/21/2025 | 05/12/2025 | -46.8% vs SPY +2.5% | -17.4% vs SPY +13.3% | 20030332 |
META Meta Platforms, Inc. - Class A Common Stock (META) | Sale Owner: Self | $1,001 - $15,000 | 04/21/2025 | 05/12/2025 | -28.8% vs SPY +20.5% | +4.9% vs SPY +35.6% | 20030332 |
MRK Merck & Company, Inc. Common Stock (MRK) | Sale Owner: Self | $1,001 - $15,000 | 04/21/2025 | 05/12/2025 | -95.1% vs SPY -45.9% | -98.2% vs SPY -67.5% | 20030332 |
BUD Anheuser-Busch Inbev SA Sponsored ADR (BUD) | Sale Owner: Self | $1,001 - $15,000 | 04/21/2025 | 05/12/2025 | -27.7% vs SPY +21.5% | -25.0% vs SPY +5.7% | 20030332 |
MA Mastercard Incorporated Common Stock (MA) | Sale Owner: Self | $1,001 - $15,000 | 04/21/2025 | 05/12/2025 | -28.2% vs SPY +21.0% | -13.3% vs SPY +17.4% | 20030332 |
LVMUY LVMH Moet Hennessy Louis Vuitton Unsponsored American Depositary Receipt (LVMUY) | Sale Owner: Self | $1,001 - $15,000 | 04/21/2025 | 05/12/2025 | +14.6% vs SPY +63.8% | +24.1% vs SPY +54.8% | 20030332 |
JPM JP Morgan Chase & Co. Common Stock (JPM) | Sale Owner: Self | $1,001 - $15,000 | 04/21/2025 | 05/12/2025 | -51.9% vs SPY -2.7% | -32.3% vs SPY -1.6% | 20030332 |
JCI Johnson Controls International plc Ordinary Share (JCI) | Sale Owner: Self | $1,001 - $15,000 | 04/21/2025 | 05/12/2025 | -103.8% vs SPY -54.6% | -58.0% vs SPY -27.3% | 20030332 |
JNJ Johnson & Johnson Common Stock (JNJ) | Sale Owner: Self | $1,001 - $15,000 | 04/21/2025 | 05/12/2025 | -76.2% vs SPY -27.0% | -86.3% vs SPY -55.6% | 20030332 |
ISRG Intuitive Surgical, Inc. - Common Stock (ISRG) | Sale Owner: Self | $1,001 - $15,000 | 04/21/2025 | 05/12/2025 | +5.9% vs SPY +55.1% | +21.8% vs SPY +52.5% | 20030332 |
ISNPY Intesa Sanpaolo S.P.A. Sponsored ADR (ISNPY) | Sale Owner: Self | $1,001 - $15,000 | 04/21/2025 | 05/12/2025 | -44.8% vs SPY +4.5% | -30.3% vs SPY +0.4% | 20030332 |
ITW Illinois Tool Works Inc. Common Stock (ITW) | Sale Owner: Self | $1,001 - $15,000 | 04/21/2025 | 05/12/2025 | -30.7% vs SPY +18.5% | -19.4% vs SPY +11.2% | 20030332 |
HSBC HSBC Holdings, plc. Common Stock (HSBC) | Sale Owner: Self | $1,001 - $15,000 | 04/21/2025 | 05/12/2025 | -72.4% vs SPY -23.2% | -52.7% vs SPY -22.0% | 20030332 |
AXP American Express Company Common Stock (AXP) | Sale Owner: Self | $1,001 - $15,000 | 04/21/2025 | 05/12/2025 | -36.4% vs SPY +12.8% | -9.4% vs SPY +21.2% | 20030332 |
HKXCY Hong Kong Exchanges & Clearing Ltd Unsponsored ADR (HKXCY) | Sale Owner: Self | $1,001 - $15,000 | 04/21/2025 | 05/12/2025 | -17.5% vs SPY +31.8% | -1.8% vs SPY +28.9% | 20030332 |
HD Home Depot, Inc. (HD) | Sale Owner: Self | $1,001 - $15,000 | 04/21/2025 | 05/12/2025 | -0.1% vs SPY +49.1% | +7.1% vs SPY +37.7% | 20030332 |
GSK GSK plc American Depositary Shares (GSK) | Sale Owner: Self | $1,001 - $15,000 | 04/21/2025 | 05/12/2025 | -41.5% vs SPY +7.7% | -41.9% vs SPY -11.2% | 20030332 |
Unmapped Goldman Sachs Group, Inc. (GS) | Sale Owner: Self | $1,001 - $15,000 | 04/21/2025 | 05/12/2025 | n/a | n/a | 20030332 |
FCX Freeport-McMoRan, Inc. Common Stock (FCX) | Sale Owner: Self | $1,001 - $15,000 | 04/21/2025 | 05/12/2025 | -90.5% vs SPY -41.3% | -59.0% vs SPY -28.4% | 20030332 |
FANUY Fanuc Corporation Unsponsored ADR (FANUY) | Sale Owner: Self | $1,001 - $15,000 | 04/21/2025 | 05/12/2025 | -48.6% vs SPY +0.7% | -30.8% vs SPY -0.1% | 20030332 |
XOM Exxon Mobil Corporation Common Stock (XOM) | Sale Owner: Self | $1,001 - $15,000 | 04/21/2025 | 05/12/2025 | -76.6% vs SPY -27.3% | -69.9% vs SPY -39.2% | 20030332 |
EMR Emerson Electric Company Common Stock (EMR) | Sale Owner: Self | $1,001 - $15,000 | 04/21/2025 | 05/12/2025 | -76.7% vs SPY -27.5% | -40.3% vs SPY -9.6% | 20030332 |
LLY Eli Lilly and Company Common Stock (LLY) | Sale Owner: Self | $1,001 - $15,000 | 04/21/2025 | 05/12/2025 | -74.1% vs SPY -24.9% | -90.9% vs SPY -60.2% | 20030332 |
EW Edwards Lifesciences Corporation Common Stock (EW) | Sale Owner: Self | $1,001 - $15,000 | 04/21/2025 | 05/12/2025 | -37.6% vs SPY +11.7% | -26.1% vs SPY +4.6% | 20030332 |
AMZN Amazon.com, Inc. - Common Stock (AMZN) | Sale Owner: Self | $1,001 - $15,000 | 04/21/2025 | 05/12/2025 | -49.8% vs SPY -0.6% | -18.6% vs SPY +12.1% | 20030332 |
DSDVY DSV A/S Unsponsored ADR (DSDVY) | Sale Owner: Self | $1,001 - $15,000 | 04/21/2025 | 05/12/2025 | -17.8% vs SPY +31.5% | +4.4% vs SPY +35.0% | 20030332 |
DTEGY Deutsche Telekom AG (DTEGY) | Sale Owner: Self | $1,001 - $15,000 | 04/21/2025 | 05/12/2025 | +17.9% vs SPY +67.2% | +16.1% vs SPY +46.8% | 20030332 |
DB Deutsche Bank AG Common Stock (DB) | Sale Owner: Self | $1,001 - $15,000 | 04/21/2025 | 05/12/2025 | -55.8% vs SPY -6.5% | -31.8% vs SPY -1.1% | 20030332 |
DE Deere & Company Common Stock (DE) | Sale Owner: Self | $1,001 - $15,000 | 04/21/2025 | 05/12/2025 | -53.5% vs SPY -4.3% | -36.0% vs SPY -5.3% | 20030332 |
DHR Danaher Corporation Common Stock (DHR) | Sale Owner: Self | $1,001 - $15,000 | 04/21/2025 | 05/12/2025 | -25.8% vs SPY +23.5% | -18.3% vs SPY +12.4% | 20030332 |
CMI Cummins Inc. Common Stock (CMI) | Sale Owner: Self | $1,001 - $15,000 | 04/21/2025 | 05/12/2025 | -87.3% vs SPY -38.0% | -53.5% vs SPY -22.8% | 20030332 |
CSX CSX Corporation (CSX) | Sale Owner: Self | $1,001 - $15,000 | 04/21/2025 | 05/12/2025 | -88.6% vs SPY -39.4% | -69.6% vs SPY -38.9% | 20030332 |
CCI Crown Castle Inc. Common Stock (CCI) | Sale Owner: Self | $1,001 - $15,000 | 04/21/2025 | 05/12/2025 | +8.9% vs SPY +58.1% | +5.4% vs SPY +36.0% | 20030332 |
GOOGL Alphabet Inc. - Class A Common Stock (GOOGL) | Sale Owner: Self | $1,001 - $15,000 | 04/21/2025 | 05/12/2025 | -90.5% vs SPY -41.3% | -76.4% vs SPY -45.7% | 20030332 |
CRARY Credit Agricole SA Unsponsored ADR (CRARY) | Sale Owner: Self | $1,001 - $15,000 | 04/21/2025 | 05/12/2025 | -7.8% vs SPY +41.5% | -3.3% vs SPY +27.4% | 20030332 |
COST Costco Wholesale Corporation - Common Stock (COST) | Sale Owner: Self | $1,001 - $15,000 | 04/21/2025 | 05/12/2025 | -7.5% vs SPY +41.7% | -2.9% vs SPY +27.8% | 20030332 |
COP ConocoPhillips Common Stock (COP) | Sale Owner: Self | $1,001 - $15,000 | 04/21/2025 | 05/12/2025 | -73.0% vs SPY -23.8% | -60.8% vs SPY -30.2% | 20030332 |
CFRUY Compagnie Financiere Richemont Unsponsored ADR (CFRUY) | Sale Owner: Self | $1,001 - $15,000 | 04/21/2025 | 05/12/2025 | -24.7% vs SPY +24.5% | -11.5% vs SPY +19.2% | 20030332 |
C Citigroup, Inc. Common Stock (C) | Sale Owner: Self | $1,001 - $15,000 | 04/21/2025 | 05/12/2025 | -103.9% vs SPY -54.7% | -67.8% vs SPY -37.1% | 20030332 |
CVX Chevron Corporation Common Stock (CVX) | Sale Owner: Self | $1,001 - $15,000 | 04/21/2025 | 05/12/2025 | -79.2% vs SPY -30.0% | -68.3% vs SPY -37.7% | 20030332 |
SCHW Charles Schwab Corporation (SCHW) | Sale Owner: Self | $1,001 - $15,000 | 04/21/2025 | 05/12/2025 | -21.4% vs SPY +27.9% | -5.2% vs SPY +25.5% | 20030332 |
CAT Caterpillar, Inc. Common Stock (CAT) | Sale Owner: Self | $1,001 - $15,000 | 04/21/2025 | 05/12/2025 | -122.4% vs SPY -73.2% | -79.7% vs SPY -49.0% | 20030332 |
Methodology
These pages archive public House periodic transaction reports and annual financial disclosures filed under the STOCK Act and posted by the Clerk of the House. Amounts are statutory ranges, not exact sizes. The chart is a simulated long-only common-stock book: a purchase adds shares, and a sale, including a partial sale, reduces or closes that holding. A sale does not open a short. The default size is the midpoint of the disclosed range, divided by the entry price. An open-ended Over band uses its disclosed floor. An equal-dollar curve is optional: each purchase is one dollar, a partial sale sells one dollar, and a full sale closes that name. When an annual report, an amendment, or a new-filer report has a text layer, its Schedule A common stock reseeds the book and clears cash. Spouse and dependent lines are included. The same ticker is summed. Options, preferred shares, funds, partnerships, bank accounts, and real estate in that report stay out. Scanned annual filings are not guessed. A later filing of an older year does not replace a newer list already in the book. Between reports, cash from sales stays in the book. Options are excluded when the filing shows option language, a strike, or an expiration date, and the page counts them. Exchanges, warrants, unmapped names, and private vehicles stay out. SPY is buy-and-hold from the same first session. The trade-date clock uses the session close on the trade date, or the next session if the market was closed, and reseeds an annual list on the first session of the year after the year the report covers. The filed clock enters on the next session after the Clerk filing date, so a copy-after-filing view does not use that day’s price. Public posting can be later than the filing date. Stock logos mark buys and sells on the selected clock. This is not the filer’s brokerage account and it is not investment advice. Senate disclosures are not included.