Ed Perlmutter
DHouse · CO-7
STOCK Act filings · simulated, not advice.
annual holdings (10)
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 · 08/05/2014 → 11/03/2026.
Simulated portfolio
+226.4%
SPY
+381.7%
vs SPY
-155.3%
Simulated portfolioSPYBuySell
Trades
91
Last traded
11/10/2022
Disclosed (est.)
$826K
File lag
45 days
| Asset | Type | Amount range | Traded | Filed | Trade → latest | Filed+1 → latest | Filing |
|---|---|---|---|---|---|---|---|
COST Costco Wholesale Corporation (COST) | Purchase Owner: Spouse | $1,001 - $15,000 | 11/10/2022 | 12/19/2022 | +108.2% vs SPY +6.9% | +133.3% vs SPY +25.5% | 20022158 |
CHPT ChargePoint Holdings, Inc. (CHPT) | Purchase Owner: Spouse | $1,001 - $15,000 | 11/10/2022 | 12/19/2022 | -95.7% vs SPY -197.0% | -94.3% vs SPY -202.2% | 20022158 |
AAPL Apple Inc. (AAPL) | Purchase Owner: Spouse | $1,001 - $15,000 | 11/10/2022 | 12/19/2022 | +130.0% vs SPY +28.7% | +155.3% vs SPY +47.5% | 20022158 |
AMZN Amazon.com, Inc. (AMZN) | Purchase Owner: Spouse | $1,001 - $15,000 | 11/10/2022 | 12/19/2022 | +159.4% vs SPY +58.1% | +194.3% vs SPY +86.4% | 20022158 |
CHPT ChargePoint Holdings, Inc. (CHPT) | Sale Owner: Spouse | $1,001 - $15,000 | 11/01/2022 | 12/19/2022 | +96.2% vs SPY +202.8% | +94.3% vs SPY +202.2% | 20022158 |
CHPT ChargePoint Holdings, Inc. (CHPT) | Purchase Owner: Spouse | $1,001 - $15,000 | 09/02/2022 | 09/26/2022 | -96.3% vs SPY -199.7% | -96.5% vs SPY -215.1% | 20021752 |
KR Kroger Company (KR) | Purchase Owner: Spouse | $1,001 - $15,000 | 07/19/2022 | 09/26/2022 | +55.3% vs SPY -48.0% | +65.0% vs SPY -53.7% | 20021752 |
F Ford Motor Company (F) | Sale Owner: Spouse | $1,001 - $15,000 | 05/20/2022 | 06/16/2022 | -32.1% vs SPY +73.6% | -47.0% vs SPY +71.1% | 20021232 |
AAPL Apple Inc. (AAPL) | Sale Owner: Spouse | $1,001 - $15,000 | 05/20/2022 | 06/16/2022 | -146.3% vs SPY -40.6% | -157.6% vs SPY -39.5% | 20021232 |
VZ Verizon Communications Inc. (VZ) | Sale (partial) Owner: Spouse | $1,001 - $15,000 | 05/13/2022 | 06/16/2022 | -26.2% vs SPY +73.3% | -24.0% vs SPY +94.0% | 20021232 |
MSFT Microsoft Corporation (MSFT) | Sale (partial) Owner: Spouse | $1,001 - $15,000 | 05/13/2022 | 06/16/2022 | -107.1% vs SPY -7.6% | -117.8% vs SPY +0.2% | 20021232 |
F Ford Motor Company (F) | Sale (partial) Owner: Spouse | $1,001 - $15,000 | 05/13/2022 | 06/16/2022 | -22.3% vs SPY +77.2% | -47.0% vs SPY +71.1% | 20021232 |
AAPL Apple Inc. (AAPL) | Sale (partial) Owner: Spouse | $1,001 - $15,000 | 05/13/2022 | 06/16/2022 | -130.3% vs SPY -30.9% | -157.6% vs SPY -39.5% | 20021232 |
AMZN Amazon.com, Inc. (AMZN) | Sale Owner: Spouse | $1,001 - $15,000 | 05/13/2022 | 06/16/2022 | -121.7% vs SPY -22.3% | -136.0% vs SPY -18.0% | 20021232 |
COST Costco Wholesale Corporation (COST) | Sale (partial) Owner: Spouse | $1,001 - $15,000 | 04/22/2022 | 05/10/2022 | -87.8% vs SPY +0.2% | -119.2% vs SPY -15.2% | 20020987 |
COIN Coinbase global, Inc. - Class A (COIN) | Sale Owner: Spouse | $1,001 - $15,000 | 12/21/2021 | 01/25/2022 | +41.3% vs SPY +114.8% | +18.6% vs SPY +104.0% | 20020300 |
BRK-B Berkshire Hathaway Inc. New (BRK.B) | Sale Owner: Spouse | $1,001 - $15,000 | 12/21/2021 | 01/25/2022 | -90.0% vs SPY -16.4% | -80.1% vs SPY +5.3% | 20020300 |
F Ford Motor Company (F) | Purchase Owner: Spouse | $1,001 - $15,000 | 11/26/2021 | 12/22/2021 | -15.4% vs SPY -91.2% | -17.5% vs SPY -88.3% | 20020086 |
COST Costco Wholesale Corporation (COST) | Sale (partial) Owner: Spouse | $1,001 - $15,000 | 11/26/2021 | 12/22/2021 | -96.9% vs SPY -21.2% | -95.4% vs SPY -24.6% | 20020086 |
F Ford Motor Company (F) | Purchase Owner: Spouse | $1,001 - $15,000 | 11/02/2021 | 12/02/2021 | -6.8% vs SPY -81.4% | -12.7% vs SPY -90.6% | 20019941 |
COIN Coinbase global, Inc. - Class A (COIN) | Purchase Owner: Spouse | $1,001 - $15,000 | 09/23/2021 | 10/26/2021 | -38.8% vs SPY -120.7% | -53.3% vs SPY -131.0% | 20019693 |
BRK-B Berkshire Hathaway Inc. New (BRK.B) | Sale (partial) Owner: Spouse | $1,001 - $15,000 | 09/15/2021 | 10/26/2021 | -100.3% vs SPY -19.6% | -93.6% vs SPY -15.9% | 20019693 |
UAL united Airlines Holdings, Inc. (uAl) | Purchase Owner: Spouse | $1,001 - $15,000 | 07/07/2021 | 08/24/2021 | +113.1% vs SPY +26.9% | +125.3% vs SPY +45.0% | 20019352 |
GOOG Alphabet Inc. - Class C Capital Stock (gOOg) | Sale Owner: Spouse | $1,001 - $15,000 | 07/07/2021 | 08/24/2021 | -116.0% vs SPY -29.7% | -96.5% vs SPY -16.3% | 20019352 |
BABA Alibaba group Holding limited American Depositary Shares each representing eight Ordinary share (BABA) | Sale Owner: Spouse | $1,001 - $15,000 | 07/07/2021 | 08/24/2021 | +48.7% vs SPY +135.0% | +36.9% vs SPY +117.2% | 20019352 |
BRK-B Berkshire Hathaway Inc. New (BRK.B) | Purchase Owner: Spouse | $1,001 - $15,000 | 06/16/2021 | 08/24/2021 | +96.8% vs SPY +4.5% | +93.9% vs SPY +13.7% | 20019352 |
BABA Alibaba group Holding limited American Depositary Shares each representing eight Ordinary share (BABA) | Sale (partial) Owner: Spouse | $1,001 - $15,000 | 06/14/2021 | 08/24/2021 | +50.2% vs SPY +141.0% | +36.9% vs SPY +117.2% | 20019352 |
GOOG Alphabet Inc. - Class C Capital Stock (gOOg) | Purchase Owner: Spouse | $1,001 - $15,000 | 05/11/2021 | 06/25/2021 | +143.3% vs SPY +47.4% | +121.5% vs SPY +32.2% | 20018974 |
BABA Alibaba group Holding limited American Depositary Shares each representing eight Ordinary share (BABA) | Purchase Owner: Spouse | $1,001 - $15,000 | 05/11/2021 | 06/25/2021 | -51.8% vs SPY -147.8% | -53.3% vs SPY -142.6% | 20018974 |
NEM Newmont Corporation (NEM) | Sale (partial) Owner: Spouse | $1,001 - $15,000 | 11/18/2020 | 12/22/2020 | -107.1% vs SPY +22.4% | -111.9% vs SPY +9.7% | 20017902 |
AMZN Amazon.com, Inc. (AMZN) | Purchase Owner: Spouse | $1,001 - $15,000 | 11/18/2020 | 12/22/2020 | +61.5% vs SPY -68.1% | +57.4% vs SPY -64.2% | 20017902 |
NEM Newmont Corporation (NEM) | Sale (partial) Owner: Spouse | $1,001 - $15,000 | 11/12/2020 | 12/22/2020 | -96.1% vs SPY +35.5% | -111.9% vs SPY +9.7% | 20017902 |
MSFT Microsoft Corporation (MSFT) | Purchase Owner: Spouse | $1,001 - $15,000 | 11/12/2020 | 12/22/2020 | +154.3% vs SPY +22.7% | +147.2% vs SPY +25.7% | 20017902 |
BABA Alibaba group Holding limited American Depositary Shares each representing eight Ordinary share (BABA) | Purchase Owner: Spouse | $1,001 - $15,000 | 11/09/2020 | 12/22/2020 | -63.3% vs SPY -194.0% | -58.4% vs SPY -179.9% | 20017902 |
COST Costco Wholesale Corporation (COST) | Purchase Owner: Spouse | $1,001 - $15,000 | 10/07/2020 | 12/22/2020 | +206.9% vs SPY +66.9% | +199.4% vs SPY +77.9% | 20017902 |
MSFT Microsoft Corporation (MSFT) | Sale (partial) Owner: Spouse | $1,001 - $15,000 | 09/23/2020 | 11/11/2020 | -173.1% vs SPY -19.6% | -154.3% vs SPY -22.7% | 20017676 |
SQ Square, Inc. Class A (SQ) | Purchase Owner: Spouse | $1,001 - $15,000 | 09/18/2020 | 11/11/2020 | n/a | n/a | 20017676 |
MSFT Microsoft Corporation (MSFT) | Sale (partial) Owner: Spouse | $1,001 - $15,000 | 09/14/2020 | 11/11/2020 | -166.7% vs SPY -24.1% | -154.3% vs SPY -22.7% | 20017676 |
NVDA NVIDIA Corporation (NVDA) | Purchase Owner: Spouse | $1,001 - $15,000 | 09/03/2020 | 11/11/2020 | +1496.7% vs SPY +1358.9% | +1444.3% vs SPY +1312.8% | 20017676 |
VZ Verizon Communications Inc. (VZ) | Sale (partial) Owner: Spouse | $1,001 - $15,000 | 09/01/2020 | 11/11/2020 | -11.2% vs SPY +121.7% | -7.1% vs SPY +124.5% | 20017676 |
PFE Pfizer, Inc. (PFE) | Sale (partial) Owner: Spouse | $1,001 - $15,000 | 09/01/2020 | 11/11/2020 | -16.3% vs SPY +116.6% | -13.0% vs SPY +118.5% | 20017676 |
GILD gilead Sciences, Inc. (gIlD) | Sale (partial) Owner: Spouse | $1,001 - $15,000 | 09/01/2020 | 11/11/2020 | -220.7% vs SPY -87.8% | -248.3% vs SPY -116.7% | 20017676 |
BRK-B Berkshire Hathaway Inc. New (BRK.B) | Purchase Owner: Spouse | $1,001 - $15,000 | 09/01/2020 | 11/11/2020 | +154.9% vs SPY +22.0% | +147.9% vs SPY +16.3% | 20017676 |
AAPL Apple Inc. (AAPl) | Purchase Owner: Spouse | $1,001 - $15,000 | 07/24/2020 | 09/29/2020 | +270.4% vs SPY +114.5% | +195.7% vs SPY +51.5% | 20017443 |
GILD gilead Sciences, Inc. (gIlD) | Purchase Owner: Spouse | $1,001 - $15,000 | 07/15/2020 | 09/29/2020 | +175.4% vs SPY +20.3% | +230.6% vs SPY +86.4% | 20017443 |
NEM Newmont Corporation (NEM) | Purchase Owner: Spouse | $1,001 - $15,000 | 06/29/2020 | 08/13/2020 | +115.0% vs SPY -54.7% | +100.5% vs SPY -43.3% | 20017187 |
VZ Verizon Communications Inc. (VZ) | Purchase Owner: Spouse | $1,001 - $15,000 | 06/10/2020 | 08/13/2020 | +14.6% vs SPY -143.9% | +11.9% vs SPY -131.9% | 20017187 |
USB u.S. Bancorp (uSB) | Sale (partial) Owner: Self | $1,001 - $15,000 | 06/10/2020 | 08/13/2020 | -100.5% vs SPY +58.0% | -106.3% vs SPY +37.5% | 20017187 |
SWK Stanley Black & Decker, Inc. (SWK) | Sale (partial) Owner: Self | $1,001 - $15,000 | 06/10/2020 | 08/13/2020 | +6.1% vs SPY +164.6% | +19.3% vs SPY +163.0% | 20017187 |
PFE Pfizer, Inc. (PFE) | Purchase Owner: Spouse | $1,001 - $15,000 | 06/10/2020 | 08/13/2020 | +20.5% vs SPY -138.0% | +12.6% vs SPY -131.1% | 20017187 |
MSFT Microsoft Corporation (MSFT) | Purchase Owner: Spouse | $1,001 - $15,000 | 06/10/2020 | 08/13/2020 | +179.0% vs SPY +20.4% | +162.9% vs SPY +19.1% | 20017187 |
KMI Kinder Morgan, Inc. (KMI) | Sale Owner: Spouse | $1,001 - $15,000 | 04/22/2020 | 06/10/2020 | -229.7% vs SPY -34.2% | -206.4% vs SPY -32.1% | 20016738 |
FB Facebook, Inc. - Class a (FB) | Sale Owner: Spouse | $1,001 - $15,000 | 04/22/2020 | 06/10/2020 | -16.0% vs SPY +8.9% | -16.0% vs SPY +8.9% | 20016738 |
COST Costco Wholesale Corporation (COsT) | Sale (partial) Owner: Spouse | $1,001 - $15,000 | 04/22/2020 | 06/10/2020 | -261.7% vs SPY -66.2% | -271.1% vs SPY -96.8% | 20016738 |
AAPL apple Inc. (aaPl) | Sale Owner: Spouse | $1,001 - $15,000 | 04/22/2020 | 06/10/2020 | -398.4% vs SPY -202.9% | -308.6% vs SPY -134.2% | 20016738 |
GOOGL alphabet Inc. - Class a (gOOgl) | Sale Owner: Spouse | $1,001 - $15,000 | 04/22/2020 | 06/10/2020 | -349.3% vs SPY -153.8% | -303.3% vs SPY -128.9% | 20016738 |
AMZN amazon.com, Inc. (aMZN) | Sale Owner: Spouse | $1,001 - $15,000 | 04/21/2020 | 06/10/2020 | -115.4% vs SPY +86.7% | -96.0% vs SPY +78.4% | 20016738 |
USB u.s. Bancorp (usB) | Sale (partial) Owner: Self | $1,001 - $15,000 | 04/09/2020 | 06/10/2020 | -107.2% vs SPY +89.3% | -118.2% vs SPY +56.2% | 20016738 |
SWK stanley Black & Decker, Inc. (sWK) | Sale (partial) Owner: Self | $1,001 - $15,000 | 04/09/2020 | 06/10/2020 | -8.0% vs SPY +188.5% | +0.2% vs SPY +174.6% | 20016738 |
COST Costco Wholesale Corporation (COsT) | Purchase Owner: Spouse | $1,001 - $15,000 | 03/18/2020 | 06/10/2020 | +263.9% vs SPY +18.2% | +271.1% vs SPY +96.8% | 20016738 |
FB Facebook, Inc. - Class a (FB) | Sale (partial) Owner: Spouse | $1,001 - $15,000 | 02/03/2020 | 04/06/2020 | -16.0% vs SPY +8.9% | -16.0% vs SPY +8.9% | 20016365 |
AAPL apple Inc. (aaPl) | Sale (partial) Owner: Spouse | $1,001 - $15,000 | 02/03/2020 | 04/06/2020 | -346.9% vs SPY -190.9% | -430.4% vs SPY -219.3% | 20016365 |
AAPL apple Inc. (aaPl) | Purchase Owner: Spouse | $1,001 - $15,000 | 11/05/2019 | 12/23/2019 | +438.0% vs SPY +266.5% | +385.2% vs SPY +227.0% | 20013812 |
KR Kroger Company (KR) | Sale Owner: Spouse | $1,001 - $15,000 | 08/26/2019 | 09/03/2019 | -224.7% vs SPY -33.9% | -215.0% vs SPY -30.2% | 20012250 |
USB u.s. Bancorp (usB) | Sale (partial) Owner: Self | $15,001 - $50,000 | 07/30/2019 | 09/03/2019 | -41.7% vs SPY +136.8% | -54.3% vs SPY +130.5% | 20012250 |
SWK stanley Black & Decker, Inc. (sWK) | Sale (partial) Owner: Self | $15,001 - $50,000 | 07/30/2019 | 09/03/2019 | +13.6% vs SPY +192.1% | +0.0% vs SPY +184.8% | 20012250 |
FB Facebook, Inc. - Class a (FB) | Purchase Owner: Spouse | $1,001 - $15,000 | 06/19/2019 | 07/11/2019 | +16.0% vs SPY -8.9% | +16.0% vs SPY -8.9% | 20011988 |
GOOG alphabet Inc. - Class C Capital stock (gOOg) | Sale Owner: Spouse | $1,001 - $15,000 | 06/04/2019 | 07/11/2019 | -433.5% vs SPY -233.5% | -390.7% vs SPY -212.1% | 20011988 |
AMZN amazon.com, Inc. (aMZN) | Sale (partial) Owner: Spouse | $1,001 - $15,000 | 06/03/2019 | 07/11/2019 | -196.2% vs SPY +10.3% | -149.3% vs SPY +29.3% | 20011988 |
BA Boeing Company (Ba) | Purchase Owner: Spouse | $1,001 - $15,000 | 04/16/2019 | 05/17/2019 | -53.5% vs SPY -243.6% | -50.0% vs SPY -246.4% | 20011699 |
USB u.s. Bancorp (usB) | Sale (partial) Owner: Self | $15,001 - $50,000 | 04/09/2019 | 05/17/2019 | -65.7% vs SPY +127.3% | -57.7% vs SPY +138.7% | 20011699 |
WBA Walgreens Boots alliance, Inc. (WBa) | Sale Owner: Spouse | $1,001 - $15,000 | 04/05/2019 | 05/17/2019 | n/a | n/a | 20011699 |
MO altria group, Inc. (MO) | Sale Owner: Self | $15,001 - $50,000 | 02/14/2019 | 03/25/2019 | -182.8% vs SPY +25.3% | -140.2% vs SPY +59.2% | 20011348 |
AMZN amazon.com, Inc. (aMZN) | Purchase Owner: Spouse | $1,001 - $15,000 | 01/18/2019 | 02/22/2019 | +195.6% vs SPY -21.7% | +207.0% vs SPY +4.6% | 20011189 |
AAPL apple Inc. (aaPl) | Sale Owner: Spouse | $1,001 - $15,000 | 01/11/2019 | 02/22/2019 | -819.3% vs SPY -592.9% | -700.1% vs SPY -497.7% | 20011189 |
AMZN amazon.com, Inc. (aMZN) | Purchase Owner: Spouse | $1,001 - $15,000 | 11/05/2018 | 12/19/2018 | +208.0% vs SPY -3.0% | +243.2% vs SPY -0.8% | 20010862 |
KR Kroger Company (KR) | Purchase Owner: Spouse | $1,001 - $15,000 | 09/17/2018 | 10/31/2018 | +175.3% vs SPY -19.9% | +170.7% vs SPY -40.2% | 20010569 |
VZ Verizon Communications Inc. (VZ) | Purchase Owner: Spouse | $1,001 - $15,000 | 08/09/2018 | 09/19/2018 | +35.1% vs SPY -164.5% | +32.7% vs SPY -158.2% | 20010334 |
GOOG alphabet Inc. - Class C Capital stock (gOOg) | Purchase Owner: Spouse | $1,001 - $15,000 | 08/09/2018 | 09/19/2018 | +349.8% vs SPY +150.2% | +373.4% vs SPY +182.4% | 20010334 |
HD Home Depot, Inc. (HD) | Sale Owner: Spouse | $1,001 - $15,000 | 07/26/2018 | 08/15/2018 | -105.3% vs SPY +96.1% | -109.5% vs SPY +91.2% | 20010104 |
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.