David E. Price
DHouse · NC-4
STOCK Act filings · simulated, not advice.
annual holdings (12)
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 · 06/19/2014 → 11/03/2026.
Simulated portfolio
+238.0%
SPY
+373.0%
vs SPY
-135.0%
Simulated portfolioSPYBuySell
Trades
112
Last traded
03/17/2022
Disclosed (est.)
$986K
File lag
20 days
| Asset | Type | Amount range | Traded | Filed | Trade → latest | Filed+1 → latest | Filing |
|---|---|---|---|---|---|---|---|
YUMC Yum China Holdings, Inc. (YuMC) | Sale Owner: Self | $1,001 - $15,000 | 03/17/2022 | 04/06/2022 | -17.5% vs SPY +64.7% | -21.9% vs SPY +56.6% | 20020740 |
YUMC Yum China Holdings, Inc. (YuMC) | Sale Owner: Self | $1,001 - $15,000 | 03/17/2022 | 04/05/2022 | -17.5% vs SPY +64.7% | -20.5% vs SPY +58.9% | 20020733 |
YUM Yum! Brands, Inc. (YuM) | Purchase Owner: Self | $1,001 - $15,000 | 02/16/2022 | 03/02/2022 | +39.4% vs SPY -40.5% | +43.0% vs SPY -41.4% | 20020538 |
Unmapped NC Hospital Revenue Bonds — Caromont Health | Purchase Owner: Self | $1,001 - $15,000 | 12/30/2021 | 01/10/2022 | n/a | n/a | 20020196 |
Unmapped uNC - Charlotte general Revenue Bonds | Purchase Owner: Self | $1,001 - $15,000 | 02/12/2021 | 02/19/2021 | n/a | n/a | 20018253 |
Unmapped NC Health Care Facilities - Novant | Purchase Owner: Self | $1,001 - $15,000 | 01/28/2021 | 02/05/2021 | n/a | n/a | 20018163 |
Unmapped NC Community Health Care Facilities - Vidant bonds | Purchase Owner: Self | $1,001 - $15,000 | 12/14/2020 | 01/03/2021 | n/a | n/a | 20017957 |
BGG Briggs & Stratton Corporation (Bgg) | Sale Owner: Self | $21.00 | 12/07/2020 | 01/03/2021 | n/a | n/a | 20017957 |
TXN Texas Instruments Incorporated (TXN) | Purchase Owner: Self | $1,001 - $15,000 | 10/26/2020 | 11/06/2020 | +154.0% vs SPY +13.0% | +135.6% vs SPY +4.9% | 20017653 |
BONDS UNC - Wilmington Limited Obligation Bonds | Purchase Owner: Joint | $1,001 - $15,000 | 07/22/2020 | 08/05/2020 | n/a | n/a | 20017095 |
Unmapped uNC - asheville general Revenue Bonds | Purchase Owner: Self | $1,001 - $15,000 | 06/02/2020 | 06/09/2020 | n/a | n/a | 20016736 |
RTX Raytheon Technologies Corporation (RTX) | Exchange Owner: Self | $15,001 - $50,000 | 04/07/2020 | 05/18/2020 | n/a | n/a | 20016619 |
OTIS otis Worldwide Corporation (oTIS) | Exchange Owner: Self | $1,001 - $15,000 | 04/07/2020 | 05/18/2020 | n/a | n/a | 20016619 |
CARR Carrier global Corporation (CaRR) | Exchange Owner: Self | $1,001 - $15,000 | 04/07/2020 | 05/18/2020 | n/a | n/a | 20016619 |
PRU Prudential Financial, Inc. (PRu) | Purchase Owner: Self | $1,001 - $15,000 | 03/13/2020 | 04/03/2020 | +212.3% vs SPY +4.3% | +236.4% vs SPY +25.0% | 20016354 |
LOW lowe's Companies, Inc. (lOW) | Purchase Owner: Self | $1,001 - $15,000 | 03/13/2020 | 04/03/2020 | +151.0% vs SPY -57.0% | +172.9% vs SPY -38.5% | 20016354 |
HD Home Depot, Inc. (HD) | Purchase Owner: Self | $1,001 - $15,000 | 03/13/2020 | 04/03/2020 | +90.4% vs SPY -117.7% | +104.6% vs SPY -106.8% | 20016354 |
PRU Prudential Financial, Inc. (PRu) | Purchase Owner: Self | $1,001 - $15,000 | 01/30/2020 | 02/04/2020 | +79.6% vs SPY -73.6% | +74.8% vs SPY -74.4% | 20015008 |
EMR Emerson Electric Company (EMR) | Purchase Owner: Self | $1,001 - $15,000 | 08/15/2019 | 09/09/2019 | +243.4% vs SPY +49.2% | +198.9% vs SPY +18.0% | 20012285 |
KTB Kontoor Brands, Inc. (KTB) | Sale Owner: Self | $1,001 - $15,000 | 06/28/2019 | 07/11/2019 | -253.7% vs SPY -67.9% | -195.9% vs SPY -17.3% | 20011985 |
Unmapped North Carolina Health Care Facilities Bonds - Novant | Purchase Owner: Self | $1,001 - $15,000 | 06/27/2019 | 07/11/2019 | n/a | n/a | 20011985 |
TEVA Teva Pharmaceutical Industries limited american Depositary Shares (TEVa) | Sale Owner: Self | $1,001 - $15,000 | 06/19/2019 | 07/11/2019 | -412.3% vs SPY -225.2% | -353.1% vs SPY -174.5% | 20011985 |
KTB Kontoor Brands, Inc. (KTB) | Exchange Owner: Self | $1,001 - $15,000 | 05/28/2019 | 07/11/2019 | n/a | n/a | 20011985 |
MAR Marriott International - Class a (MaR) | Purchase Owner: Joint | $1,001 - $15,000 | 05/23/2019 | 06/04/2019 | +254.5% vs SPY +56.2% | +244.4% vs SPY +46.9% | 20011788 |
Unmapped *N.C. Community Health Care Facilities Bonds - Wake Med | Purchase Owner: Joint | $1,001 - $15,000 | 05/15/2019 | 06/04/2019 | n/a | n/a | 20011788 |
Unmapped North Carolina Hospital Bonds - Baptist Hospital | Purchase Owner: Self | $1,001 - $15,000 | 03/20/2019 | 04/02/2019 | n/a | n/a | 20011383 |
Unmapped North Carolina Health Care Facilities Bonds - Novant | Purchase Owner: Self | $1,001 - $15,000 | 03/14/2019 | 04/02/2019 | n/a | n/a | 20011383 |
AAPL apple Inc. (aaPl) | Purchase Owner: Self | $1,001 - $15,000 | 01/03/2019 | 01/14/2019 | +884.6% vs SPY +638.5% | +814.6% vs SPY +590.0% | 20011010 |
FITB Fifth Third Bancorp (FITB) | Sale Owner: Self | $1,001 - $15,000 | 12/27/2018 | 01/03/2019 | -211.3% vs SPY +29.5% | -193.2% vs SPY +41.8% | 20010941 |
CAT Caterpillar, Inc. (CaT) | Purchase Owner: Self | $1,001 - $15,000 | 12/21/2018 | 01/03/2019 | +510.5% vs SPY +259.3% | +472.0% vs SPY +237.1% | 20010941 |
Unmapped North Carolina Health Care Facilities Bonds - Novant | Purchase Owner: Self | $15,001 - $50,000 | 12/13/2018 | 12/20/2018 | n/a | n/a | 20010869 |
CRM Salesforce.com Inc (CRM) | Purchase Owner: Self | $1,001 - $15,000 | 11/20/2018 | 11/27/2018 | +87.7% vs SPY -134.3% | +61.0% vs SPY -148.7% | 20010725 |
REZI Resideo Technologies, Inc. (REZI) | Purchase Owner: Self | $1,001 - $15,000 | 11/08/2018 | 11/27/2018 | +24.5% vs SPY -178.6% | +37.1% vs SPY -172.5% | 20010726 |
PRU Prudential Financial, Inc. (PRu) | Purchase Owner: Self | $1,001 - $15,000 | 10/11/2018 | 11/07/2018 | +80.6% vs SPY -131.8% | +82.0% vs SPY -121.2% | 20010625 |
Unmapped North Carolina Health Care Facilities Bonds - Wake Med | Purchase Owner: Self | $1,001 - $15,000 | 10/09/2018 | 11/07/2018 | n/a | n/a | 20010625 |
MMM 3M Company (MMM) | Purchase Owner: Self | $1,001 - $15,000 | 08/23/2018 | 09/05/2018 | +37.5% vs SPY -161.4% | +31.0% vs SPY -165.4% | 20010219 |
PYPL PayPal Holdings, Inc. (PYPl) | Purchase Owner: Joint | $1,001 - $15,000 | 05/02/2018 | 05/18/2018 | -17.9% vs SPY -243.9% | -27.6% vs SPY -241.4% | 20009601 |
Unmapped North Carolina Hospital Bonds - New Hanover Regional | Purchase Owner: Self | $1,001 - $15,000 | 04/09/2018 | 04/16/2018 | n/a | n/a | 20009302 |
HON Honeywell International Inc. (HON) | Purchase Owner: Self | $1,001 - $15,000 | 02/05/2018 | 03/08/2018 | +88.3% vs SPY -138.0% | +82.5% vs SPY -126.4% | 20009113 |
TXN Texas Instruments Incorporated (TXN) | Purchase Owner: Self | $1,001 - $15,000 | 01/23/2018 | 01/30/2018 | +233.3% vs SPY +29.2% | +262.4% vs SPY +56.8% | 20008840 |
PYPL PayPal Holdings, Inc. (PYPl) | Purchase Owner: Self | $1,001 - $15,000 | 01/23/2018 | 01/30/2018 | -30.1% vs SPY -234.2% | -31.0% vs SPY -236.6% | 20008840 |
GE general Electric Company (gE) | Sale Owner: Self | $15,001 - $50,000 | 01/23/2018 | 01/30/2018 | -322.3% vs SPY -118.3% | -341.1% vs SPY -135.6% | 20008840 |
AAPL apple Inc. (aaPl) | Purchase Owner: Self | $1,001 - $15,000 | 01/23/2018 | 01/30/2018 | +702.7% vs SPY +498.6% | +748.8% vs SPY +543.2% | 20008840 |
WIN Windstream Holdings, Inc. (WIN) | Sale Owner: Self | $1,001 - $15,000 | 11/24/2017 | 12/08/2017 | n/a | n/a | 20008542 |
TUES Tuesday Morning Corp. (TuES) | Sale Owner: Self | $1,001 - $15,000 | 11/24/2017 | 12/08/2017 | n/a | n/a | 20008542 |
TXN Texas Instruments Incorporated (TXN) | Purchase Owner: Self | $1,001 - $15,000 | 11/24/2017 | 12/08/2017 | +302.4% vs SPY +69.9% | +304.3% vs SPY +79.2% | 20008542 |
CRM Salesforce.com Inc (CRM) | Purchase Owner: Self | $1,001 - $15,000 | 11/24/2017 | 12/08/2017 | +111.3% vs SPY -121.2% | +116.6% vs SPY -108.5% | 20008542 |
PYPL PayPal Holdings, Inc. (PYPl) | Purchase Owner: Self | $1,001 - $15,000 | 11/24/2017 | 12/08/2017 | -25.1% vs SPY -257.6% | -19.7% vs SPY -244.8% | 20008542 |
BHF Brighthouse Financial, Inc. (BHF) | Sale Owner: Self | $1,001 - $15,000 | 11/24/2017 | 12/08/2017 | +25.7% vs SPY +258.2% | +29.0% vs SPY +254.1% | 20008542 |
ARNC arconic Inc. (aRNC) | Sale Owner: Self | $1,001 - $15,000 | 11/24/2017 | 12/08/2017 | n/a | n/a | 20008542 |
AA alcoa Corporation (aa) | Sale Owner: Self | $1,001 - $15,000 | 11/24/2017 | 12/08/2017 | +1.3% vs SPY +233.8% | +1.4% vs SPY +226.5% | 20008542 |
Unmapped East Carolina university Revenue Bonds | Purchase Owner: Self | $1,001 - $15,000 | 10/20/2017 | 11/01/2017 | n/a | n/a | 20008309 |
Unmapped Municipal Bonds - Winston-salem Water & sewer | Purchase Owner: Self | $1,001 - $15,000 | 10/13/2017 | 11/01/2017 | n/a | n/a | 20008309 |
SPLS staples, Inc. (sPls) | Sale Owner: Self | $1,001 - $15,000 | 09/13/2017 | 10/17/2017 | -9.6% vs SPY +0.3% | -9.6% vs SPY +0.3% | 20008237 |
BHF Brighthouse Financial, Inc. (BHF) | Exchange Owner: Self | $1,001 - $15,000 | 08/10/2017 | 10/17/2017 | n/a | n/a | 20008236 |
DVN Devon Energy Corporation (DVN) | Sale Owner: Self | $1,001 - $15,000 | 06/22/2017 | 07/12/2017 | -128.3% vs SPY +130.0% | -119.6% vs SPY +136.4% | 20007613 |
AMT american Tower Corporation (aMT) | Purchase Owner: Self | $1,001 - $15,000 | 05/23/2017 | 06/06/2017 | +86.8% vs SPY -177.4% | +82.4% vs SPY -176.4% | 20007239 |
UNIT uniti group Inc. (uNIT) | Purchase Owner: Self | $1,001 - $15,000 | 05/15/2017 | 06/06/2017 | -74.9% vs SPY -338.8% | -77.6% vs SPY -336.4% | 20007239 |
Unmapped American Tower REIT | Purchase Owner: Self | $1,001 - $15,000 | 08/03/2016 | 05/04/2017 | n/a | n/a | 20007200 |
Unmapped Western Carolina university Bonds | Purchase Owner: Self | $1,001 - $15,000 | 02/27/2017 | 03/08/2017 | n/a | n/a | 20006881 |
Unmapped North Carolina Capital Facilities Bonds - Duke university | Purchase Owner: Self | $1,001 - $15,000 | 02/27/2017 | 03/08/2017 | n/a | n/a | 20006881 |
TMO Thermo Fisher scientific Inc (TMO) | Purchase Owner: Self | $1,001 - $15,000 | 12/19/2016 | 01/27/2017 | +408.1% vs SPY +118.7% | +400.8% vs SPY +114.9% | 20006623 |
ETP Energy Transfer Partners, l.P. ENERgY TRaNSFER PaRNTERS (ETP) | Sale Owner: Self | $15,001 - $50,000 | 11/29/2016 | 12/22/2016 | n/a | n/a | 20006409 |
Unmapped N.C. Capital Facilities Bonds - Duke university | Purchase Owner: Self | $1,001 - $15,000 | 11/22/2016 | 12/22/2016 | n/a | n/a | 20006409 |
YUMC Yum China Holdings, Inc. (YuMC) | Exchange Owner: Self | $1,001 - $15,000 | 11/04/2016 | 12/22/2016 | n/a | n/a | 20006409 |
ARNC arconic Inc. (aRNC) | Exchange Owner: Self | $1,001 - $15,000 | 11/01/2016 | 12/22/2016 | n/a | n/a | 20006409 |
VSM Versum Materials, Inc. (VSM) | Exchange Owner: Self | $1,001 - $15,000 | 10/06/2016 | 11/23/2016 | n/a | n/a | 20006249 |
Unmapped american Tower REIT Inc. | Purchase Owner: Self | $1,001 - $15,000 | 11/10/2016 | 11/22/2016 | n/a | n/a | 20006241 |
MMP Magellan Midstream Partners l.P. limited Partnership (MMP) | Purchase Owner: Self | $1,001 - $15,000 | 11/02/2016 | 11/22/2016 | n/a | n/a | 20006241 |
TMO Thermo Fisher scientific Inc (TMO) | Purchase Owner: Self | $1,001 - $15,000 | 10/13/2016 | 11/22/2016 | +372.5% vs SPY +57.9% | +400.6% vs SPY +100.4% | 20006241 |
DIS Walt Disney Company (DIs) | Purchase Owner: Self | $1,001 - $15,000 | 08/04/2016 | 08/24/2016 | +30.2% vs SPY -280.0% | +29.7% vs SPY -278.1% | 20005764 |
VFC V.F. Corporation (VFC) | Purchase Owner: Self | $1,001 - $15,000 | 08/03/2016 | 08/24/2016 | -52.6% vs SPY -363.3% | -55.3% vs SPY -363.1% | 20005764 |
TMO Thermo Fisher scientific Inc (TMO) | Purchase Owner: Self | $1,001 - $15,000 | 08/03/2016 | 08/24/2016 | +361.0% vs SPY +50.3% | +375.1% vs SPY +67.3% | 20005764 |
Unmapped N.C. Capital Facilities Bonds - Duke university | Purchase Owner: Self | $1,001 - $15,000 | 08/03/2016 | 08/24/2016 | n/a | n/a | 20005764 |
MET Metlife, Inc. (MET) | Purchase Owner: Self | $1,001 - $15,000 | 08/03/2016 | 08/24/2016 | +266.6% vs SPY -44.1% | +284.2% vs SPY -23.6% | 20005764 |
HYH Halyard Health, Inc. (HYH) | Sale Owner: Self | $1,001 - $15,000 | 08/03/2016 | 08/24/2016 | n/a | n/a | 20005764 |
AMT american Tower Corporation (aMT) | Purchase Owner: Self | $1,001 - $15,000 | 08/03/2016 | 08/24/2016 | +111.0% vs SPY -199.6% | +113.8% vs SPY -194.0% | 20005764 |
TECO Treaty Energy Corporation (TECO) | Sale Owner: Self | $1,001 - $15,000 | 07/01/2016 | 08/12/2016 | n/a | n/a | 20005700 |
COST Costco Wholesale Corporation (COsT) | Purchase Owner: Self | $1,001 - $15,000 | 05/06/2016 | 05/27/2016 | +727.4% vs SPY +393.6% | +714.4% vs SPY +389.1% | 20005245 |
DIS Walt Disney Company (DIs) | Purchase Owner: Self | $1,001 - $15,000 | 04/18/2016 | 05/03/2016 | +23.0% vs SPY -303.5% | +20.4% vs SPY -314.9% | 20005030 |
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.