George Whitesides
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 · 08/14/2025 → 11/03/2026.
| Asset | Type | Amount range | Traded | Filed | Trade → latest | Filed+1 → latest | Filing |
|---|---|---|---|---|---|---|---|
PL Planet Labs PBC Class A Common Stock (PL) This PTR is being submitted to ensure full neither I nor my wife hold any single company | Sale Owner: Self | $50,001 - $100,000 requirements. As of | 03/27/2025 | 08/13/2025 | -263.2% vs SPY -227.9% | -98.1% vs SPY -79.5% | 20030886 |
NFLX Netflix, Inc. - Common Stock (NFLX) stock, company-specific holdings into passive company-specific holdings into passive ETFs | Sale Owner: Self | $100,001 - $250,000 | 03/27/2025 | 04/23/2025 | +35.1% vs SPY +70.3% | +42.2% vs SPY +82.5% | 20027982 |
INVA Innoviva, Inc. - Common Stock (INVA) stock, company-specific holdings into passive company-specific holdings into passive ETFs | Sale Owner: Spouse | $250,001 - $500,000 | 03/25/2025 | 04/23/2025 | -20.4% vs SPY +12.8% | -13.9% vs SPY +26.4% | 20027982 |
INVA Innoviva, Inc. - Common Stock (INVA) | Sale Owner: Self | $50,001 - $100,000 | 03/24/2025 | 04/23/2025 | -20.8% vs SPY +12.8% | -13.9% vs SPY +26.4% | 20027982 |
HD Home Depot, Inc. (HD) stock, company-specific holdings into passive company-specific holdings into passive ETFs | Sale Owner: Self | $100,001 - $250,000 | 03/24/2025 | 04/23/2025 | +4.6% vs SPY +38.1% | +3.5% vs SPY +43.7% | 20027982 |
DEO Diageo plc Common Stock (DEO) stock, company-specific holdings into passive company-specific holdings into passive ETFs | Sale Owner: Self | $15,001 - $50,000 | 03/24/2025 | 04/23/2025 | +7.0% vs SPY +40.6% | +11.5% vs SPY +51.8% | 20027982 |
CMCSA Comcast Corporation - Class A Common Stock (CMCSA) stock, company-specific holdings into passive company-specific holdings into passive ETFs | Sale Owner: Self | $50,001 - $100,000 | 03/24/2025 | 04/23/2025 | +25.2% vs SPY +58.8% | +18.2% vs SPY +58.5% | 20027982 |
KO Coca-Cola Company (KO) stock, company-specific holdings into passive company-specific holdings into passive ETFs | Sale Owner: Self | $100,001 - $250,000 | 03/24/2025 | 04/23/2025 | -43.2% vs SPY -9.7% | -36.2% vs SPY +4.1% | 20027982 |
DIS Walt Disney Company (DIS) stock, company-specific holdings into passive company-specific holdings into passive ETFs | Sale Owner: Self | $15,001 - $50,000 | 03/24/2025 | 04/23/2025 | -16.1% vs SPY +17.5% | -29.2% vs SPY +11.0% | 20027982 |
V Visa Inc. (V) stock, company-specific holdings into passive company-specific holdings into passive ETFs | Sale Owner: Self | $15,001 - $50,000 | 03/24/2025 | 04/23/2025 | -23.7% vs SPY +9.9% | -26.7% vs SPY +13.6% | 20027982 |
SPCE Virgin Galactic Holdings, Inc. Common Stock (SPCE) stock, company-specific holdings into passive company-specific holdings into passive ETFs | Sale Owner: Self | $1,001 - $15,000 | 03/24/2025 | 04/23/2025 | +38.1% vs SPY +71.7% | +13.2% vs SPY +53.5% | 20027982 |
UNP Union Pacific Corporation Common Stock (UNP) stock, company-specific holdings into passive company-specific holdings into passive ETFs | Sale Owner: Self | $50,001 - $100,000 | 03/24/2025 | 04/23/2025 | -33.4% vs SPY +0.2% | -45.6% vs SPY -5.3% | 20027982 |
C Citigroup, Inc. Common Stock (C) | Sale Owner: Self | $15,001 - $50,000 | 03/24/2025 | 04/23/2025 | -72.7% vs SPY -39.1% | -87.6% vs SPY -47.3% | 20027982 |
TBPH Theravance Biopharma, Inc. - Ordinary Shares (TBPH) stock, company-specific holdings into passive company-specific holdings into passive ETFs | Sale Owner: Self | $15,001 - $50,000 | 03/24/2025 | 04/23/2025 | 0.0% vs SPY 0.0% | 0.0% vs SPY 0.0% | 20027982 |
TXN Texas Instruments Incorporated - Common Stock (TXN) stock, company-specific holdings into passive company-specific holdings into passive ETFs | Sale Owner: Self | $50,001 - $100,000 | 03/24/2025 | 04/23/2025 | -76.4% vs SPY -42.8% | -101.8% vs SPY -61.6% | 20027982 |
SDZNY SANDOZ GROUP AG S/ADR (SDZNY) stock, company-specific holdings into passive company-specific holdings into passive ETFs | Sale Owner: Self | $1,001 - $15,000 | 03/24/2025 | 04/23/2025 | -139.6% vs SPY -106.0% | -148.6% vs SPY -108.3% | 20027982 |
RTX RTX Corporation Common Stock (RTX) stock, company-specific holdings into passive company-specific holdings into passive ETFs | Sale Owner: Self | $50,001 - $100,000 | 03/24/2025 | 04/23/2025 | -55.0% vs SPY -21.5% | -71.2% vs SPY -30.9% | 20027982 |
RCL Royal Caribbean Cruises Ltd. Common Stock (RCL) stock, company-specific holdings into passive company-specific holdings into passive ETFs | Sale Owner: Self | $100,001 - $250,000 | 03/24/2025 | 04/23/2025 | -42.6% vs SPY -9.0% | -52.1% vs SPY -11.8% | 20027982 |
ROK Rockwell Automation, Inc. Common Stock (ROK) stock, company-specific holdings into passive company-specific holdings into passive ETFs | Sale Owner: Self | $50,001 - $100,000 | 03/24/2025 | 04/23/2025 | -70.2% vs SPY -36.6% | -83.5% vs SPY -43.2% | 20027982 |
RSG Republic Services, Inc. Common Stock (RSG) stock, company-specific holdings into passive | Sale Owner: Self | $100,001 - $250,000 | 03/24/2025 | 04/23/2025 | -4.9% vs SPY +28.6% | -2.6% vs SPY +37.7% | 20027982 |
PG Procter & Gamble Company (PG) stock, company-specific holdings into passive company-specific holdings into passive ETFs | Sale Owner: Self | $100,001 - $250,000 | 03/24/2025 | 04/23/2025 | -2.7% vs SPY +30.9% | -6.0% vs SPY +34.3% | 20027982 |
NVS Novartis AG Common Stock (NVS) stock, company-specific holdings into passive company-specific holdings into passive ETFs | Sale Owner: Self | $100,001 - $250,000 | 03/24/2025 | 04/23/2025 | -47.7% vs SPY -14.1% | -47.6% vs SPY -7.3% | 20027982 |
NEE NextEra Energy, Inc. Common Stock (NEE) stock, company-specific holdings into passive company-specific holdings into passive ETFs | Sale Owner: Self | $50,001 - $100,000 | 03/24/2025 | 04/23/2025 | -25.8% vs SPY +7.8% | -32.8% vs SPY +7.4% | 20027982 |
CB Chubb Limited Common Stock (CB) stock, company-specific holdings into passive company-specific holdings into passive ETFs | Sale Owner: Self | $100,001 - $250,000 | 03/24/2025 | 04/23/2025 | -27.3% vs SPY +6.2% | -31.6% vs SPY +8.7% | 20027982 |
MSFT Microsoft Corporation - Common Stock (MSFT) stock, company-specific holdings into passive | Sale Owner: Self | $250,001 - $500,000 | 03/24/2025 | 04/23/2025 | -34.1% vs SPY -0.5% | -36.1% vs SPY +4.2% | 20027982 |
MDT Medtronic plc. Ordinary Shares (MDT) stock, company-specific holdings into passive company-specific holdings into passive ETFs | Sale Owner: Self | $50,001 - $100,000 | 03/24/2025 | 04/23/2025 | -16.1% vs SPY +17.5% | -23.1% vs SPY +17.2% | 20027982 |
MCD McDonald's Corporation Common Stock (MCD) stock, company-specific holdings into passive company-specific holdings into passive ETFs | Sale Owner: Self | $100,001 - $250,000 | 03/24/2025 | 04/23/2025 | +10.7% vs SPY +44.3% | +13.7% vs SPY +54.0% | 20027982 |
MMC Marsh & McLennan Companies, Inc. Common Stock (MMC) stock, company-specific holdings into passive company-specific holdings into passive ETFs | Sale Owner: Self | $100,001 - $250,000 | 03/24/2025 | 04/23/2025 | n/a | n/a | 20027982 |
LMT Lockheed Martin Corporation Common Stock (LMT) stock, company-specific holdings into passive company-specific holdings into passive ETFs | Sale Owner: Self | $50,001 - $100,000 | 03/24/2025 | 04/23/2025 | -52.8% vs SPY -19.3% | -42.4% vs SPY -2.1% | 20027982 |
LIN Linde plc - Ordinary Shares (LIN) | Sale Owner: Self | $100,001 - $250,000 | 03/24/2025 | 04/23/2025 | -13.7% vs SPY +19.9% | -16.1% vs SPY +24.2% | 20027982 |
JPM JP Morgan Chase & Co. Common Stock (JPM) stock, company-specific holdings into passive company-specific holdings into passive ETFs | Sale Owner: Self | $50,001 - $100,000 | 03/24/2025 | 04/23/2025 | -41.1% vs SPY -7.5% | -42.2% vs SPY -1.9% | 20027982 |
JNJ Johnson & Johnson Common Stock (JNJ) stock, company-specific holdings into passive company-specific holdings into passive ETFs | Sale Owner: Self | $100,001 - $250,000 | 03/24/2025 | 04/23/2025 | -69.3% vs SPY -35.8% | -78.5% vs SPY -38.2% | 20027982 |
INTC Intel Corporation - Common Stock (INTC) stock, company-specific holdings into passive company-specific holdings into passive ETFs | Sale Owner: Self | $15,001 - $50,000 | 03/24/2025 | 04/23/2025 | -150.0% vs SPY -116.4% | -181.8% vs SPY -141.5% | 20027982 |
BAC Bank of America Corporation Common Stock (BAC) stock, company-specific holdings into passive company-specific holdings into passive ETFs | Sale Owner: Self | $15,001 - $50,000 | 03/24/2025 | 04/23/2025 | -19.1% vs SPY +14.5% | -29.6% vs SPY +10.7% | 20027982 |
AEP American Electric Power Company, Inc. (AEP) stock, company-specific holdings into passive company-specific holdings into passive ETFs | Sale Owner: Self | $15,001 - $50,000 | 03/24/2025 | 04/23/2025 | -30.7% vs SPY +2.8% | -27.6% vs SPY +12.6% | 20027982 |
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.