Dean Phillips
DHouse · MN-3
STOCK Act filings · simulated, not advice.
annual holdings (7)
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 · 02/19/2019 → 11/03/2026.
Simulated portfolio
+150.7%
SPY
+204.2%
vs SPY
-53.6%
Simulated portfolioSPYBuySell
Trades
997
Last traded
07/02/2024
Disclosed (est.)
$14.5M
File lag
32 days
| Asset | Type | Amount range | Traded | Filed | Trade → latest | Filed+1 → latest | Filing |
|---|---|---|---|---|---|---|---|
Unmapped Outsell, Inc. | Sale Owner: Self | $1,001 - $15,000 | 07/02/2024 | 08/01/2024 | n/a | n/a | 20025466 |
Unmapped Outsell, Inc. | Sale (partial) Owner: Self | $1,000,001 - $5,000,000 | 06/27/2024 | 08/01/2024 | n/a | n/a | 20025466 |
Unmapped Arcadia Medal Investors, LP | Purchase Owner: Self | $500,001 - $1,000,000 | 05/21/2024 | 06/20/2024 | n/a | n/a | 20025240 |
ABT Abbott Laboratories (ABT) | Purchase Owner: Self | $1,001 - $15,000 | 01/05/2021 | 08/13/2022 | +11.1% vs SPY -108.2% | +6.7% vs SPY -79.3% | 20021509 |
Unmapped Capital One Financial Co Var Rt 12/01/2165 dtd 05/14/2015 | Sale Owner: Self | $15,001 - $50,000 | 09/01/2021 | 09/23/2021 | n/a | n/a | 20019489 |
AZN AstraZeneca PlC - American Depositary Shares (AZN) | Exchange Owner: Self | $1,001 - $15,000 | 07/21/2021 | 08/13/2021 | n/a | n/a | 20019295 |
ALXN Alexion Pharmaceuticals, Inc. (AlXN) | Sale Owner: Self | $1,001 - $15,000 | 07/21/2021 | 08/13/2021 | n/a | n/a | 20019295 |
Unmapped Phoenix AZ Ref unlimited Tax 4% 07/01/2021 dtd 06/24/2014 | Sale Owner: Self | $15,001 - $50,000 | 07/01/2021 | 08/13/2021 | n/a | n/a | 20019295 |
Unmapped Honolulu City & Cnty HI Wstwtr Sys Rev 5% A Jul 01 2025 Dtd | Sale Owner: Self | $15,001 - $50,000 | 07/01/2021 | 08/13/2021 | n/a | n/a | 20019295 |
Unmapped Metlife, Inc Var Rt 12/15/2165 dtd 06/01/2015 | Sale Owner: Self | $50,001 - $100,000 | 06/15/2021 | 07/14/2021 | n/a | n/a | 20019081 |
PFD Digital Realty Trust Inc PFD | Sale Owner: Self | $1,001 - $15,000 | 05/17/2021 | 06/08/2021 | +12.5% vs SPY +107.9% | +10.9% vs SPY +103.4% | 20018863 |
Unmapped MO St Hwys & Trnst Ref-1st lien- Ser A 5% 05/01/2021 dtd 06/03/2014 | Sale Owner: Self | $15,001 - $50,000 | 05/03/2021 | 06/08/2021 | n/a | n/a | 20018863 |
VAR Varian Medical Systems, Inc. (VAR) | Sale Owner: Self | $1,001 - $15,000 | 04/15/2021 | 05/12/2021 | n/a | n/a | 20018719 |
Unmapped u.S. Bancorp Var Rt 01/15/2166 dtd 11/23/2015 | Sale Owner: Self | $15,001 - $50,000 | 04/15/2021 | 05/12/2021 | n/a | n/a | 20018719 |
Unmapped Morgan Stanley Rt 07/15/2165 dtd 03/19/2015 | Sale Owner: Self | $250,001 - $500,000 | 04/15/2021 | 05/12/2021 | n/a | n/a | 20018719 |
Unmapped Wachovia Cap Trust III Var Rt Mar 15 2166 dtd 2/1/2006 | Sale Owner: Self | $250,001 - $500,000 | 03/15/2021 | 04/07/2021 | n/a | n/a | 20018523 |
Unmapped State Street Corp Var Rt 09/15/2165 dtd 05/21/2015 | Sale (partial) Owner: Self | $1,001 - $15,000 | 03/15/2021 | 04/07/2021 | n/a | n/a | 20018523 |
Unmapped Raleigh NC Comb Enterprise Sys Rev 5% Mar 01 2021 dtd 02/10/2011 | Sale Owner: Self | $15,001 - $50,000 | 03/01/2021 | 04/07/2021 | n/a | n/a | 20018523 |
Unmapped Citigroup Inc. Var Rt Perp Mat dtd 11/13/2015 | Sale Owner: Self | $1,001 - $15,000 | 02/19/2021 | 03/09/2021 | n/a | n/a | 20018352 |
Unmapped Citigroup Inc. Var Rt Perp Mat dtd 02/18/2021 | Purchase Owner: Self | $1,001 - $15,000 | 02/19/2021 | 03/09/2021 | n/a | n/a | 20018352 |
Unmapped Citigroup Inc. Var Rt Perp Mat dtd 11/13/2015 | Sale (partial) Owner: Self | $1,001 - $15,000 | 02/16/2021 | 03/09/2021 | n/a | n/a | 20018352 |
Unmapped Citigroup Inc. Var Rt Perp Mat dtd 02/18/2021 | Purchase Owner: Self | $1,001 - $15,000 | 02/10/2021 | 03/09/2021 | n/a | n/a | 20018352 |
Unmapped goldman Sachs group Inc. Var Rt Perp Mat dtd 04/23/2015 | Sale Owner: Self | $250,001 - $500,000 | 02/05/2021 | 03/09/2021 | n/a | n/a | 20018352 |
Unmapped uS Bancorp VAR RT Perp Mat dtd 11/23/2015 | Sale (partial) Owner: Self | $1,001 - $15,000 | 01/26/2021 | 02/13/2021 | n/a | n/a | 20018175 |
Unmapped SVB Financial group Var RT Perp Mat dtd 02/02/2021 | Purchase Owner: Self | $1,001 - $15,000 | 01/26/2021 | 02/13/2021 | n/a | n/a | 20018175 |
HON Honeywell International Inc. (HON) | Sale (partial) Owner: Self | $1,001 - $15,000 | 01/25/2021 | 02/13/2021 | -26.0% vs SPY +85.9% | -25.0% vs SPY +82.6% | 20018175 |
PCAR PACCAR Inc. (PCAR) | Sale (partial) Owner: Self | $1,001 - $15,000 | 01/21/2021 | 02/13/2021 | -88.3% vs SPY +23.7% | -90.8% vs SPY +16.8% | 20018175 |
Unmapped Wells Fargo & CO Var RT Perp Mat dtd 01/26/2021 | Purchase Owner: Self | $15,001 - $50,000 | 01/19/2021 | 02/13/2021 | n/a | n/a | 20018175 |
Unmapped goldman Sachs group Inc. Var Rt Perp Mat dtd 04/23/2015 | Sale Owner: Self | $1,001 - $15,000 | 01/19/2021 | 02/13/2021 | n/a | n/a | 20018175 |
ACN Accenture plc Class A Ordinary Shares (ACN) | Sale Owner: Self | $1,001 - $15,000 | 01/12/2021 | 02/13/2021 | -8.9% vs SPY +106.1% | -9.1% vs SPY +98.5% | 20018175 |
FMS Fresenius Medical Care Ag (FMS) | Purchase Owner: Self | $1,001 - $15,000 | 01/12/2021 | 02/13/2021 | -38.9% vs SPY -153.9% | -30.8% vs SPY -138.4% | 20018175 |
BKNG Booking Holdings Inc. (BKNg) | Sale (partial) Owner: Self | $1,001 - $15,000 | 01/12/2021 | 02/13/2021 | -81.4% vs SPY +33.6% | -82.4% vs SPY +25.2% | 20018175 |
ACN Accenture plc Class A Ordinary Shares (ACN) | Sale (partial) Owner: Self | $1,001 - $15,000 | 01/11/2021 | 02/13/2021 | -8.1% vs SPY +107.0% | -9.1% vs SPY +98.5% | 20018175 |
FMS Fresenius Medical Care Ag (FMS) | Purchase Owner: Self | $1,001 - $15,000 | 01/11/2021 | 02/13/2021 | -38.9% vs SPY -153.9% | -30.8% vs SPY -138.4% | 20018175 |
CB Chubb limited (CB) | Sale (partial) Owner: Self | $1,001 - $15,000 | 01/11/2021 | 02/13/2021 | -157.5% vs SPY -42.5% | -141.2% vs SPY -33.6% | 20018175 |
ACGL Arch Capital group ltd. (ACgl) | Purchase Owner: Self | $1,001 - $15,000 | 01/08/2021 | 02/13/2021 | +211.1% vs SPY +97.5% | +224.7% vs SPY +117.1% | 20018175 |
ACN Accenture plc Class A Ordinary Shares (ACN) | Sale (partial) Owner: Self | $1,001 - $15,000 | 01/08/2021 | 02/13/2021 | -6.5% vs SPY +107.1% | -9.1% vs SPY +98.5% | 20018175 |
Unmapped WI St Transportation Rev Ref-Ser 2; 5.0%; Due 07/01/2026 | Purchase Owner: Self | $15,001 - $50,000 | 01/08/2021 | 02/13/2021 | n/a | n/a | 20018175 |
CB Chubb limited (CB) | Sale (partial) Owner: Self | $1,001 - $15,000 | 01/08/2021 | 02/13/2021 | -155.4% vs SPY -41.8% | -141.2% vs SPY -33.6% | 20018175 |
ACN Accenture plc Class A Ordinary Shares (ACN) | Sale (partial) Owner: Self | $1,001 - $15,000 | 01/07/2021 | 02/13/2021 | -6.9% vs SPY +107.9% | -9.1% vs SPY +98.5% | 20018175 |
TIF Tiffany & Co. (TIF) | Sale Owner: Self | $1,001 - $15,000 | 01/07/2021 | 02/13/2021 | n/a | n/a | 20018175 |
T AT&T Inc. (T) | Sale (partial) Owner: Self | $1,001 - $15,000 | 01/05/2021 | 02/13/2021 | -41.9% vs SPY +77.4% | -40.1% vs SPY +67.5% | 20018175 |
AAL American Airlines group, Inc. (AAl) | Sale (partial) Owner: Self | $1,001 - $15,000 | 01/05/2021 | 02/13/2021 | +16.9% vs SPY +136.2% | +28.1% vs SPY +135.7% | 20018175 |
ALXN Alexion Pharmaceuticals, Inc. (AlXN) | Purchase Owner: Self | $1,001 - $15,000 | 01/05/2021 | 02/13/2021 | n/a | n/a | 20018175 |
TSLA Tesla, Inc. (TSlA) | Purchase Owner: Self | $1,001 - $15,000 | 01/05/2021 | 02/13/2021 | +62.6% vs SPY -56.7% | +50.1% vs SPY -57.5% | 20018175 |
IRM Iron Mountain Incorporated (IRM) | Purchase Owner: Self | $1,001 - $15,000 | 01/05/2021 | 02/13/2021 | +410.0% vs SPY +290.7% | +346.8% vs SPY +239.2% | 20018175 |
ES Eversource Energy (ES) | Purchase Owner: Self | $1,001 - $15,000 | 01/05/2021 | 02/13/2021 | +1.6% vs SPY -117.7% | +3.1% vs SPY -104.5% | 20018175 |
Unmapped Equitable Holdings Inc. | Purchase Owner: Self | $1,001 - $15,000 | 01/05/2021 | 02/13/2021 | n/a | n/a | 20018175 |
DTE DTE Energy Company (DTE) | Sale Owner: Self | $1,001 - $15,000 | 01/05/2021 | 02/13/2021 | -59.4% vs SPY +59.9% | -58.1% vs SPY +49.5% | 20018175 |
ABT Abbott laboratories (ABT) | Purchase Owner: Self | $1,001 - $15,000 | 01/05/2021 | 02/13/2021 | +11.1% vs SPY -108.2% | -4.5% vs SPY -112.1% | 20018175 |
ABT Abbott laboratories (ABT) | Purchase Owner: Self | $1,001 - $15,000 | 01/05/2021 | 02/13/2021 | +11.1% vs SPY -108.2% | -4.5% vs SPY -112.1% | 20018175 |
GROUP Selective Insurance group | Sale (partial) Owner: Self | $1,001 - $15,000 | 12/31/2020 | 01/09/2021 | n/a | n/a | 20017991 |
PFD First Citizens bancshare PFD | Sale (partial) Owner: Self | $1,001 - $15,000 | 12/29/2020 | 01/09/2021 | +18.3% vs SPY +137.6% | +13.9% vs SPY +128.9% | 20017991 |
Unmapped Fifth Third bancorp 09/30/2165 DTD 06/05/2014 | Sale Owner: Self | $1,001 - $15,000 | 12/24/2020 | 01/09/2021 | n/a | n/a | 20017991 |
HDS HD Supply Holdings, Inc. (HDS) | Sale Owner: Self | $1,001 - $15,000 | 12/22/2020 | 01/09/2021 | n/a | n/a | 20017991 |
HDS HD Supply Holdings, Inc. (HDS) | Sale (partial) Owner: Self | $1,001 - $15,000 | 12/21/2020 | 01/09/2021 | n/a | n/a | 20017991 |
CTXS Citrix Systems, Inc. (CTXS) | Sale (partial) Owner: Self | $1,001 - $15,000 | 12/18/2020 | 01/09/2021 | n/a | n/a | 20017991 |
CFG Citizens Financial group, Inc. (CFg) | Sale (partial) Owner: Self | $1,001 - $15,000 | 12/18/2020 | 01/09/2021 | -139.5% vs SPY -18.9% | -105.7% vs SPY +9.3% | 20017991 |
CSCO Cisco Systems, Inc. (CSCO) | Purchase Owner: Self | $1,001 - $15,000 | 12/18/2020 | 01/09/2021 | +167.5% vs SPY +46.9% | +165.8% vs SPY +50.7% | 20017991 |
BSX boston Scientific Corporation (bSX) | Sale (partial) Owner: Self | $1,001 - $15,000 | 12/18/2020 | 01/09/2021 | -22.7% vs SPY +97.9% | -19.4% vs SPY +95.7% | 20017991 |
VRTX Vertex Pharmaceuticals Incorporated (VRTX) | Purchase Owner: Self | $1,001 - $15,000 | 12/18/2020 | 01/09/2021 | +124.2% vs SPY +3.6% | +126.2% vs SPY +11.1% | 20017991 |
BAX baxter International Inc. (bAX) | Sale (partial) Owner: Self | $1,001 - $15,000 | 12/18/2020 | 01/09/2021 | +64.9% vs SPY +185.5% | +65.6% vs SPY +180.6% | 20017991 |
TDG Transdigm group Incorporated Transdigm group Inc. (TDg) | Sale (partial) Owner: Self | $1,001 - $15,000 | 12/18/2020 | 01/09/2021 | -138.9% vs SPY -18.3% | -137.1% vs SPY -22.1% | 20017991 |
TSLA Tesla, Inc. (TSlA) | Purchase Owner: Self | $50,001 - $100,000 | 12/18/2020 | 01/09/2021 | +72.0% vs SPY -48.6% | +47.4% vs SPY -67.7% | 20017991 |
SPG Simon Property group, Inc. (SPg) | Purchase Owner: Self | $1,001 - $15,000 | 12/18/2020 | 01/09/2021 | +256.0% vs SPY +135.4% | +260.2% vs SPY +145.1% | 20017991 |
SBAC SbA Communications Corporation - Class A (SbAC) | Sale Owner: Self | $1,001 - $15,000 | 12/18/2020 | 01/09/2021 | +27.0% vs SPY +147.6% | +22.4% vs SPY +137.5% | 20017991 |
CRM Salesforce.com Inc (CRM) | Sale (partial) Owner: Self | $15,001 - $50,000 | 12/18/2020 | 01/09/2021 | +0.4% vs SPY +121.0% | -3.8% vs SPY +111.3% | 20017991 |
NI NiSource Inc (NI) | Sale Owner: Self | $1,001 - $15,000 | 12/18/2020 | 01/09/2021 | -142.4% vs SPY -21.8% | -148.1% vs SPY -33.1% | 20017991 |
T AT&T Inc. (T) | Sale (partial) Owner: Self | $1,001 - $15,000 | 12/18/2020 | 01/09/2021 | -41.3% vs SPY +79.3% | -40.5% vs SPY +74.5% | 20017991 |
JKHY Jack Henry & Associates, Inc. (JKHY) | Sale Owner: Self | $1,001 - $15,000 | 12/18/2020 | 01/09/2021 | -7.7% vs SPY +112.9% | -5.5% vs SPY +109.6% | 20017991 |
INTC Intel Corporation (INTC) | Purchase Owner: Self | $1,001 - $15,000 | 12/18/2020 | 01/09/2021 | +41.1% vs SPY -79.5% | +30.0% vs SPY -85.1% | 20017991 |
HDS HD Supply Holdings, Inc. (HDS) | Sale (partial) Owner: Self | $1,001 - $15,000 | 12/18/2020 | 01/09/2021 | n/a | n/a | 20017991 |
GILD gilead Sciences, Inc. (gIlD) | Sale (partial) Owner: Self | $1,001 - $15,000 | 12/18/2020 | 01/09/2021 | -249.6% vs SPY -129.0% | -230.4% vs SPY -115.4% | 20017991 |
ARNC Arconic Corporation (ARNC) | Sale (partial) Owner: Self | $1,001 - $15,000 | 12/18/2020 | 01/09/2021 | n/a | n/a | 20017991 |
Unmapped Fifth Third bancorp 09/30/2165 DTD 06/05/2014 | Sale (partial) Owner: Self | $1,001 - $15,000 | 12/18/2020 | 01/09/2021 | n/a | n/a | 20017991 |
EQIX Equinix, Inc. (EQIX) | Sale (partial) Owner: Self | $1,001 - $15,000 | 12/18/2020 | 01/09/2021 | -59.8% vs SPY +60.8% | -66.2% vs SPY +48.9% | 20017991 |
DLTR Dollar Tree, Inc. (DlTR) | Purchase Owner: Self | $1,001 - $15,000 | 12/18/2020 | 01/09/2021 | +19.8% vs SPY -100.8% | +19.2% vs SPY -95.8% | 20017991 |
DLR Digital Realty Trust, Inc. (DlR) | Sale Owner: Self | $1,001 - $15,000 | 12/18/2020 | 01/09/2021 | -63.2% vs SPY +57.4% | -66.6% vs SPY +48.5% | 20017991 |
ED Consolidated Edison, Inc. (ED) | Sale (partial) Owner: Self | $1,001 - $15,000 | 12/18/2020 | 01/09/2021 | -101.3% vs SPY +19.3% | -108.3% vs SPY +6.7% | 20017991 |
CLX Clorox Company (ClX) | Sale Owner: Self | $1,001 - $15,000 | 12/18/2020 | 01/09/2021 | +43.2% vs SPY +163.8% | +40.4% vs SPY +155.5% | 20017991 |
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.