Greg Stanton
DHouse · AZ-4
STOCK Act filings · simulated, not advice.
annual holdings (2)
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 · 11/10/2023 → 11/03/2026.
Simulated portfolio
+1.5%
SPY
+77.5%
vs SPY
-76.0%
Simulated portfolioSPYBuySell
Trades
191
Last traded
05/28/2026
Disclosed (est.)
$1.8M
File lag
29 days
| Asset | Type | Amount range | Traded | Filed | Trade → latest | Filed+1 → latest | Filing |
|---|---|---|---|---|---|---|---|
TCNNF TRULIEVE CANNABIS CORP (TCNNF) | Sale (partial) Owner: Spouse | $100,001 - $250,000 | 05/28/2026 | 06/26/2026 | n/a | n/a | 20034717 |
TCNNF TRULIEVE CANNABIS CORP (TCNNF) | Sale (partial) Owner: Spouse | $15,001 - $50,000 | 05/06/2026 | 05/07/2026 | n/a | n/a | 20034499 |
TDY Teledyne Technologies Incorporated (TDY) unaware of our policy against owning individual mimicking the S & P 500. I learned of the 23) requested the stocks be divested. The Funds. | Sale Owner: Spouse | $1,001 - $15,000 firm purchased stock on the next business invested in Exchange | 10/24/2023 | 11/13/2023 | -71.8% vs SPY +12.8% | -68.7% vs SPY +5.6% | 20023994 |
LIN Linde plc Ordinary Shares (LIN) unaware of our policy against owning individual the S & P 500. I learned of the purchase of the stocks be divested. The new investment | Sale Owner: Spouse | $1,001 - $15,000 purchased stock mimicking day (Oct. 23) Traded Funds. | 10/24/2023 | 11/09/2023 | -44.7% vs SPY +39.9% | -32.9% vs SPY +44.6% | 20023892 |
LRCX Lam Research Corporation (LRCX) unaware of our policy against owning individual the S & P 500. I learned of the purchase of the stocks be divested. The new investment | Sale Owner: Spouse | $1,001 - $15,000 purchased stock mimicking day (Oct. 23) Traded Funds. | 10/24/2023 | 11/09/2023 | -291.6% vs SPY -207.0% | -245.1% vs SPY -167.6% | 20023892 |
JPM JP Morgan Chase & Co. (JPM) unaware of our policy against owning individual the S & P 500. I learned of the purchase of the stocks be divested. The new investment | Sale Owner: Spouse | $1,001 - $15,000 purchased stock mimicking day (Oct. 23) Traded Funds. | 10/24/2023 | 11/09/2023 | -155.1% vs SPY -70.5% | -146.0% vs SPY -68.5% | 20023892 |
JNJ Johnson & Johnson (JNJ) unaware of our policy against owning individual the S & P 500. I learned of the purchase of the stocks be divested. The new investment | Sale Owner: Spouse | $1,001 - $15,000 purchased stock mimicking day (Oct. 23) Traded Funds. | 10/24/2023 | 11/09/2023 | -91.7% vs SPY -7.0% | -96.8% vs SPY -19.3% | 20023892 |
J Jacobs Solutions Inc. (J) unaware of our policy against owning individual the S & P 500. I learned of the purchase of the stocks be divested. The new investment | Sale Owner: Spouse | $1,001 - $15,000 purchased stock mimicking day (Oct. 23) Traded Funds. | 10/24/2023 | 11/09/2023 | -50.1% vs SPY +34.5% | -48.1% vs SPY +29.5% | 20023892 |
AMD Advanced Micro Devices, Inc. (AMD) unaware of our policy against owning individual | Sale Owner: Spouse | $1,001 - $15,000 purchased stock mimicking | 10/24/2023 | 11/09/2023 | -376.0% vs SPY -291.3% | -308.0% vs SPY -230.5% | 20023892 |
ISRG Intuitive Surgical, Inc. (ISRG) unaware of our policy against owning individual the S & P 500. I learned of the purchase of the stocks be divested. The new investment | Sale Owner: Spouse | $1,001 - $15,000 purchased stock mimicking day (Oct. 23) Traded Funds. | 10/24/2023 | 11/09/2023 | -58.9% vs SPY +25.7% | -58.8% vs SPY +18.7% | 20023892 |
INTU Intuit Inc. (INTU) unaware of our policy against owning individual the S & P 500. I learned of the purchase of the stocks be divested. The new investment | Sale Owner: Spouse | $1,001 - $15,000 purchased stock mimicking day (Oct. 23) Traded Funds. | 10/24/2023 | 11/09/2023 | +30.0% vs SPY +114.7% | +33.1% vs SPY +110.6% | 20023892 |
IBM International Business Machines Corporation (IBM) unaware of our policy against owning individual the S & P 500. I learned of the purchase of the stocks be divested. The new investment | Sale Owner: Spouse | $1,001 - $15,000 purchased stock mimicking day (Oct. 23) Traded Funds. | 10/24/2023 | 11/09/2023 | -99.0% vs SPY -14.4% | -82.0% vs SPY -4.5% | 20023892 |
INTC Intel Corporation (INTC) unaware of our policy against owning individual the S & P 500. I learned of the purchase of the stocks be divested. The new investment | Sale Owner: Spouse | $1,001 - $15,000 purchased stock mimicking day (Oct. 23) Traded Funds. | 10/24/2023 | 11/09/2023 | -78.0% vs SPY +6.7% | -57.9% vs SPY +19.6% | 20023892 |
HWM Howmet Aerospace Inc. (HWM) unaware of our policy against owning individual the S & P 500. I learned of the purchase of the stocks be divested. The new investment | Sale Owner: Spouse | $1,001 - $15,000 purchased stock mimicking day (Oct. 23) Traded Funds. | 10/24/2023 | 11/09/2023 | -417.2% vs SPY -332.5% | -353.5% vs SPY -276.0% | 20023892 |
ADBE Adobe Inc. (ADBE) unaware of our policy against owning individual the S & P 500. I learned of the purchase of the stocks be divested. The new investment | Sale Owner: Spouse | $1,001 - $15,000 purchased stock mimicking day (Oct. 23) Traded Funds. | 10/24/2023 | 11/09/2023 | +54.4% vs SPY +139.0% | +58.8% vs SPY +136.3% | 20023892 |
HD Home Depot, Inc. (HD) unaware of our policy against owning individual the S & P 500. I learned of the purchase of the stocks be divested. The new investment | Sale Owner: Spouse | $1,001 - $15,000 purchased stock mimicking day (Oct. 23) Traded Funds. | 10/24/2023 | 11/09/2023 | -27.2% vs SPY +57.4% | -23.6% vs SPY +53.9% | 20023892 |
Unmapped Goldman Sachs Group, Inc. (GS) unaware of our policy against owning individual the S & P 500. I learned of the purchase of the stocks be divested. The new investment | Sale Owner: Spouse | $1,001 - $15,000 purchased stock mimicking day (Oct. 23) Traded Funds. | 10/24/2023 | 11/09/2023 | n/a | n/a | 20023892 |
GILD Gilead Sciences, Inc. (GILD) unaware of our policy against owning individual the S & P 500. I learned of the purchase of the stocks be divested. The new investment | Sale Owner: Spouse | $1,001 - $15,000 purchased stock mimicking day (Oct. 23) Traded Funds. | 10/24/2023 | 11/09/2023 | -135.5% vs SPY -50.9% | -142.5% vs SPY -64.9% | 20023892 |
XOM Exxon Mobil Corporation (XOM) unaware of our policy against owning individual the S & P 500. I learned of the purchase of the stocks be divested. The new investment | Sale Owner: Spouse | $1,001 - $15,000 purchased stock mimicking day (Oct. 23) Traded Funds. | 10/24/2023 | 11/09/2023 | -80.7% vs SPY +4.0% | -88.8% vs SPY -11.2% | 20023892 |
LLY Eli Lilly and Company (LLY) | Sale Owner: Spouse | $1,001 - $15,000 | 10/24/2023 | 11/09/2023 | -142.9% vs SPY -58.2% | -140.7% vs SPY -63.2% | 20023892 |
ELV Elevance Health, Inc. (ELV) unaware of our policy against owning individual the S & P 500. I learned of the purchase of the stocks be divested. The new investment | Sale Owner: Spouse | $1,001 - $15,000 purchased stock mimicking day (Oct. 23) Traded Funds. | 10/24/2023 | 11/09/2023 | +3.9% vs SPY +88.5% | +5.1% vs SPY +82.6% | 20023892 |
DE Deere & Company (DE) unaware of our policy against owning individual the S & P 500. I learned of the purchase of the stocks be divested. The new investment | Sale Owner: Spouse | $1,001 - $15,000 purchased stock mimicking day (Oct. 23) Traded Funds. | 10/24/2023 | 11/09/2023 | -85.5% vs SPY -0.9% | -85.3% vs SPY -7.8% | 20023892 |
DHR Danaher Corporation (DHR) unaware of our policy against owning individual the S & P 500. I learned of the purchase of the stocks be divested. The new investment | Sale Owner: Spouse | $1,001 - $15,000 purchased stock mimicking day (Oct. 23) Traded Funds. | 10/24/2023 | 11/09/2023 | -19.0% vs SPY +65.7% | -18.9% vs SPY +58.6% | 20023892 |
COST Costco Wholesale Corporation (COST) unaware of our policy against owning individual the S & P 500. I learned of the purchase of the stocks be divested. The new investment | Sale Owner: Spouse | $1,001 - $15,000 purchased stock mimicking day (Oct. 23) Traded Funds. | 10/24/2023 | 11/09/2023 | -92.5% vs SPY -7.8% | -83.7% vs SPY -6.2% | 20023892 |
COP ConocoPhillips (COP) unaware of our policy against owning individual the S & P 500. I learned of the purchase of the stocks be divested. The new investment | Sale Owner: Spouse | $1,001 - $15,000 purchased stock mimicking day (Oct. 23) Traded Funds. | 10/24/2023 | 11/09/2023 | -31.5% vs SPY +53.1% | -36.5% vs SPY +41.1% | 20023892 |
ACN Accenture plc Class A Ordinary Shares (ACN) unaware of our policy against owning individual the S & P 500. I learned of the purchase of the stocks be divested. The new investment | Sale Owner: Spouse | $1,001 - $15,000 purchased stock mimicking day (Oct. 23) Traded Funds. | 10/24/2023 | 11/09/2023 | +8.8% vs SPY +93.5% | +15.6% vs SPY +93.1% | 20023892 |
CMCSA Comcast Corporation - Class A (CMCSA) unaware of our policy against owning individual the S & P 500. I learned of the purchase of the stocks be divested. The new investment | Sale Owner: Spouse | $1,001 - $15,000 purchased stock mimicking day (Oct. 23) Traded Funds. | 10/24/2023 | 11/09/2023 | +34.6% vs SPY +119.2% | +32.1% vs SPY +109.7% | 20023892 |
KO Coca-Cola Company (KO) unaware of our policy against owning individual the S & P 500. I learned of the purchase of the stocks be divested. The new investment | Sale Owner: Spouse | $1,001 - $15,000 purchased stock mimicking day (Oct. 23) Traded Funds. | 10/24/2023 | 11/09/2023 | -85.7% vs SPY -1.1% | -82.2% vs SPY -4.7% | 20023892 |
C Citigroup, Inc. (C) unaware of our policy against owning individual the S & P 500. I learned of the purchase of the stocks be divested. The new investment | Sale Owner: Spouse | $1,001 - $15,000 purchased stock mimicking day (Oct. 23) Traded Funds. | 10/24/2023 | 11/09/2023 | -247.4% vs SPY -162.8% | -217.3% vs SPY -139.8% | 20023892 |
CSCO Cisco Systems, Inc. (CSCO) unaware of our policy against owning individual the S & P 500. I learned of the purchase of the stocks be divested. The new investment | Sale Owner: Spouse | $1,001 - $15,000 purchased stock mimicking day (Oct. 23) Traded Funds. | 10/24/2023 | 11/09/2023 | -109.6% vs SPY -24.9% | -111.2% vs SPY -33.7% | 20023892 |
CB Chubb Limited (CB) unaware of our policy against owning individual the S & P 500. I learned of the purchase of the stocks be divested. The new investment | Sale Owner: Spouse | $1,001 - $15,000 purchased stock mimicking day (Oct. 23) Traded Funds. | 10/24/2023 | 11/09/2023 | -79.1% vs SPY +5.5% | -70.3% vs SPY +7.3% | 20023892 |
CVX Chevron Corporation (CVX) unaware of our policy against owning individual the S & P 500. I learned of the purchase of the stocks be divested. The new investment | Sale Owner: Spouse | $1,001 - $15,000 purchased stock mimicking day (Oct. 23) Traded Funds. | 10/24/2023 | 11/09/2023 | -63.0% vs SPY +21.6% | -78.7% vs SPY -1.1% | 20023892 |
CAT Caterpillar, Inc. (CAT) unaware of our policy against owning individual the S & P 500. I learned of the purchase of the stocks be divested. The new investment | Sale Owner: Spouse | $1,001 - $15,000 purchased stock mimicking day (Oct. 23) Traded Funds. | 10/24/2023 | 11/09/2023 | -160.1% vs SPY -75.4% | -170.8% vs SPY -93.2% | 20023892 |
AVGO Broadcom Inc. (AVGO) unaware of our policy against owning individual the S & P 500. I learned of the purchase of the stocks be divested. The new investment | Sale Owner: Spouse | $1,001 - $15,000 purchased stock mimicking day (Oct. 23) Traded Funds. | 10/24/2023 | 11/09/2023 | -289.4% vs SPY -204.7% | -258.3% vs SPY -180.8% | 20023892 |
BMY Bristol-Myers Squibb Company (BMY) unaware of our policy against owning individual the S & P 500. I learned of the purchase of the stocks be divested. The new investment | Sale Owner: Spouse | $1,001 - $15,000 purchased stock mimicking day (Oct. 23) Traded Funds. | 10/24/2023 | 11/09/2023 | -26.7% vs SPY +58.0% | -40.4% vs SPY +37.1% | 20023892 |
BLK BlackRock, Inc. (BLK) unaware of our policy against owning individual the S & P 500. I learned of the purchase of the stocks be divested. The new investment | Sale Owner: Spouse | $1,001 - $15,000 purchased stock mimicking day (Oct. 23) Traded Funds. | 10/24/2023 | 11/09/2023 | -102.7% vs SPY -18.1% | -86.7% vs SPY -9.2% | 20023892 |
BRK-B Berkshire Hathaway Inc. New (BRK.B) unaware of our policy against owning individual the S & P 500. I learned of the purchase of the stocks be divested. The new investment | Sale Owner: Spouse | $1,001 - $15,000 purchased stock mimicking day (Oct. 23) Traded Funds. | 10/24/2023 | 11/09/2023 | -64.5% vs SPY +20.1% | -58.9% vs SPY +18.6% | 20023892 |
BDX Becton, Dickinson and Company (BDX) unaware of our policy against owning individual the S & P 500. I learned of the purchase of the stocks be divested. The new investment | Sale Owner: Spouse | $1,001 - $15,000 purchased stock mimicking day (Oct. 23) Traded Funds. | 10/24/2023 | 11/09/2023 | -3.4% vs SPY +81.2% | -14.2% vs SPY +63.3% | 20023892 |
BAC Bank of America Corporation (BAC) | Sale Owner: Spouse | $1,001 - $15,000 | 10/24/2023 | 11/09/2023 | -109.5% vs SPY -24.9% | -92.8% vs SPY -15.3% | 20023892 |
BALL Ball Corporation (BALL) unaware of our policy against owning individual the S & P 500. I learned of the purchase of the stocks be divested. The new investment | Sale Owner: Spouse | $1,001 - $15,000 purchased stock mimicking day (Oct. 23) Traded Funds. | 10/24/2023 | 11/09/2023 | -43.3% vs SPY +41.3% | -35.0% vs SPY +42.6% | 20023892 |
ABBV AbbVie Inc. (ABBV) unaware of our policy against owning individual the S & P 500. I learned of the purchase of | Sale Owner: Spouse | $1,001 - $15,000 purchased stock mimicking day (Oct. 23) | 10/24/2023 | 11/09/2023 | -116.0% vs SPY -31.3% | -128.0% vs SPY -50.5% | 20023892 |
AXON Axon Enterprise, Inc. (AXON) unaware of our policy against owning individual the S & P 500. I learned of the purchase of the stocks be divested. The new investment | Sale Owner: Spouse | $1,001 - $15,000 purchased stock mimicking day (Oct. 23) Traded Funds. | 10/24/2023 | 11/09/2023 | -95.3% vs SPY -10.6% | -91.1% vs SPY -13.6% | 20023892 |
T AT&T Inc. (T) unaware of our policy against owning individual the S & P 500. I learned of the purchase of the stocks be divested. The new investment | Sale Owner: Spouse | $1,001 - $15,000 purchased stock mimicking day (Oct. 23) Traded Funds. | 10/24/2023 | 11/09/2023 | -60.1% vs SPY +24.5% | -59.0% vs SPY +18.5% | 20023892 |
AMAT Applied Materials, Inc. (AMAT) unaware of our policy against owning individual the S & P 500. I learned of the purchase of the stocks be divested. The new investment | Sale Owner: Spouse | $1,001 - $15,000 purchased stock mimicking day (Oct. 23) Traded Funds. | 10/24/2023 | 11/09/2023 | -189.8% vs SPY -105.2% | -159.5% vs SPY -82.0% | 20023892 |
AAPL Apple Inc. (AAPL) unaware of our policy against owning individual the S & P 500. I learned of the purchase of the stocks be divested. The new investment | Sale Owner: Spouse | $15,001 - $50,000 purchased stock mimicking day (Oct. 23) Traded Funds. | 10/24/2023 | 11/09/2023 | -94.0% vs SPY -9.3% | -80.2% vs SPY -2.7% | 20023892 |
ADI Analog Devices, Inc. (ADI) unaware of our policy against owning individual the S & P 500. I learned of the purchase of the stocks be divested. The new investment | Sale Owner: Spouse | $1,001 - $15,000 purchased stock mimicking day (Oct. 23) Traded Funds. | 10/24/2023 | 11/09/2023 | -166.7% vs SPY -82.1% | -155.3% vs SPY -77.8% | 20023892 |
ABT Abbott Laboratories (ABT) unaware of our policy against owning individual the S & P 500. I learned of the purchase of the stocks be divested. The new investment | Sale Owner: Spouse | $1,001 - $15,000 purchased stock mimicking day (Oct. 23) Traded Funds. | 10/24/2023 | 11/09/2023 | -22.9% vs SPY +61.7% | -24.0% vs SPY +53.5% | 20023892 |
AMGN Amgen Inc. (AMGN) unaware of our policy against owning individual the S & P 500. I learned of the purchase of the stocks be divested. The new investment | Sale Owner: Spouse | $1,001 - $15,000 purchased stock mimicking day (Oct. 23) Traded Funds. | 10/24/2023 | 11/09/2023 | -82.8% vs SPY +1.9% | -88.8% vs SPY -11.3% | 20023892 |
ZTS Zoetis Inc. Class A (ZTS) unaware of our policy against owning individual the S & P 500. I learned of the purchase of the stocks be divested. The new investment | Sale Owner: Spouse | $1,001 - $15,000 purchased stock mimicking day (Oct. 23) Traded Funds. | 10/24/2023 | 11/09/2023 | +47.9% vs SPY +132.6% | +48.7% vs SPY +126.2% | 20023892 |
WFC Wells Fargo & Company (WFC) unaware of our policy against owning individual the S & P 500. I learned of the purchase of the stocks be divested. The new investment | Sale Owner: Spouse | $1,001 - $15,000 purchased stock mimicking day (Oct. 23) Traded Funds. | 10/24/2023 | 11/09/2023 | -134.2% vs SPY -49.5% | -123.0% vs SPY -45.5% | 20023892 |
DIS Walt Disney Company (DIS) | Sale Owner: Spouse | $1,001 - $15,000 | 10/24/2023 | 11/09/2023 | -42.6% vs SPY +42.0% | -33.4% vs SPY +44.1% | 20023892 |
WMT Walmart Inc. (WMT) unaware of our policy against owning individual the S & P 500. I learned of the purchase of the stocks be divested. The new investment | Sale Owner: Spouse | $1,001 - $15,000 purchased stock mimicking day (Oct. 23) Traded Funds. | 10/24/2023 | 11/09/2023 | -136.8% vs SPY -52.2% | -132.6% vs SPY -55.1% | 20023892 |
V Visa Inc. (V) unaware of our policy against owning individual the S & P 500. I learned of the purchase of the stocks be divested. The new investment | Sale Owner: Spouse | $1,001 - $15,000 purchased stock mimicking day (Oct. 23) Traded Funds. | 10/24/2023 | 11/09/2023 | -83.3% vs SPY +1.3% | -75.0% vs SPY +2.5% | 20023892 |
VRTX Vertex Pharmaceuticals Incorporated (VRTX) unaware of our policy against owning individual the S & P 500. I learned of the purchase of the stocks be divested. The new investment | Sale Owner: Spouse | $1,001 - $15,000 purchased stock mimicking day (Oct. 23) Traded Funds. | 10/24/2023 | 11/09/2023 | -43.7% vs SPY +41.0% | -42.0% vs SPY +35.5% | 20023892 |
VZ Verizon Communications Inc. (VZ) unaware of our policy against owning individual the S & P 500. I learned of the purchase of the stocks be divested. The new investment | Sale Owner: Spouse | $1,001 - $15,000 purchased stock mimicking day (Oct. 23) Traded Funds. | 10/24/2023 | 11/09/2023 | -60.4% vs SPY +24.3% | -54.0% vs SPY +23.5% | 20023892 |
UNH UnitedHealth Group Incorporated Common Stock (UNH) unaware of our policy against owning individual the S & P 500. I learned of the purchase of the stocks be divested. The new investment | Sale Owner: Spouse | $1,001 - $15,000 purchased stock mimicking day (Oct. 23) Traded Funds. | 10/24/2023 | 11/09/2023 | +18.0% vs SPY +102.6% | +20.4% vs SPY +97.9% | 20023892 |
UPS United Parcel Service, Inc. (UPS) unaware of our policy against owning individual the S & P 500. I learned of the purchase of the stocks be divested. The new investment | Sale Owner: Spouse | $1,001 - $15,000 purchased stock mimicking day (Oct. 23) Traded Funds. | 10/24/2023 | 11/09/2023 | +13.2% vs SPY +97.8% | +7.2% vs SPY +84.8% | 20023892 |
AXP American Express Company (AXP) unaware of our policy against owning individual the S & P 500. I learned of the purchase of the stocks be divested. The new investment | Sale Owner: Spouse | $1,001 - $15,000 purchased stock mimicking day (Oct. 23) Traded Funds. | 10/24/2023 | 11/09/2023 | -133.1% vs SPY -48.5% | -118.1% vs SPY -40.6% | 20023892 |
UNP Union Pacific Corporation (UNP) unaware of our policy against owning individual the S & P 500. I learned of the purchase of the stocks be divested. The new investment | Sale Owner: Spouse | $1,001 - $15,000 purchased stock mimicking day (Oct. 23) Traded Funds. | 10/24/2023 | 11/09/2023 | -57.8% vs SPY +26.9% | -53.3% vs SPY +24.2% | 20023892 |
TMUS T-Mobile US, Inc. (TMUS) unaware of our policy against owning individual the S & P 500. I learned of the purchase of the stocks be divested. The new investment | Sale Owner: Spouse | $1,001 - $15,000 purchased stock mimicking day (Oct. 23) Traded Funds. | 10/24/2023 | 11/09/2023 | -15.1% vs SPY +69.5% | -10.0% vs SPY +67.5% | 20023892 |
TJX TJX Companies, Inc. (TJX) | Sale Owner: Spouse | $1,001 - $15,000 | 10/24/2023 | 11/09/2023 | -60.0% vs SPY +24.7% | -56.3% vs SPY +21.2% | 20023892 |
TMO Thermo Fisher Scientific Inc (TMO) unaware of our policy against owning individual the S & P 500. I learned of the purchase of the stocks be divested. The new investment | Sale Owner: Spouse | $1,001 - $15,000 purchased stock mimicking day (Oct. 23) Traded Funds. | 10/24/2023 | 11/09/2023 | -53.9% vs SPY +30.8% | -57.2% vs SPY +20.3% | 20023892 |
TXN Texas Instruments Incorporated (TXN) unaware of our policy against owning individual the S & P 500. I learned of the purchase of the stocks be divested. The new investment | Sale Owner: Spouse | $1,001 - $15,000 purchased stock mimicking day (Oct. 23) Traded Funds. | 10/24/2023 | 11/09/2023 | -132.9% vs SPY -48.3% | -130.4% vs SPY -52.8% | 20023892 |
AMZN Amazon.com, Inc. (AMZN) unaware of our policy against owning individual the S & P 500. I learned of the purchase of the stocks be divested. The new investment | Sale Owner: Spouse | $1,001 - $15,000 purchased stock mimicking day (Oct. 23) Traded Funds. | 10/24/2023 | 11/09/2023 | -95.0% vs SPY -10.4% | -74.6% vs SPY +2.9% | 20023892 |
TSLA Tesla, Inc. (TSLA) unaware of our policy against owning individual the S & P 500. I learned of the purchase of the stocks be divested. The new investment | Sale Owner: Spouse | $1,001 - $15,000 purchased stock mimicking day (Oct. 23) Traded Funds. | 10/24/2023 | 11/09/2023 | -84.0% vs SPY +0.6% | -85.7% vs SPY -8.1% | 20023892 |
SYK Stryker Corporation (SYK) unaware of our policy against owning individual the S & P 500. I learned of the purchase of the stocks be divested. The new investment | Sale Owner: Spouse | $1,001 - $15,000 purchased stock mimicking day (Oct. 23) Traded Funds. | 10/24/2023 | 11/09/2023 | -20.7% vs SPY +64.0% | -16.9% vs SPY +60.6% | 20023892 |
SBUX Starbucks Corporation (SBUX) | Sale Owner: Spouse | $1,001 - $15,000 | 10/24/2023 | 11/09/2023 | -19.4% vs SPY +65.2% | -7.7% vs SPY +69.8% | 20023892 |
NOW ServiceNow, Inc. (NOW) unaware of our policy against owning individual the S & P 500. I learned of the purchase of the stocks be divested. The new investment | Sale Owner: Spouse | $1,001 - $15,000 purchased stock mimicking day (Oct. 23) Traded Funds. | 10/24/2023 | 11/09/2023 | +1.5% vs SPY +86.2% | +14.0% vs SPY +91.5% | 20023892 |
CRM Salesforce, Inc. (CRM) unaware of our policy against owning individual the S & P 500. I learned of the purchase of the stocks be divested. The new investment | Sale Owner: Spouse | $1,001 - $15,000 purchased stock mimicking day (Oct. 23) Traded Funds. | 10/24/2023 | 11/09/2023 | -10.9% vs SPY +73.8% | -6.0% vs SPY +71.5% | 20023892 |
SPGI S&P Global Inc. (SPGI) | Sale Owner: Spouse | $1,001 - $15,000 | 10/24/2023 | 11/09/2023 | -45.0% vs SPY +39.6% | -28.1% vs SPY +49.4% | 20023892 |
QCOM QUALCOMM Incorporated (QCOM) unaware of our policy against owning individual the S & P 500. I learned of the purchase of the stocks be divested. The new investment | Sale Owner: Spouse | $1,001 - $15,000 purchased stock mimicking day (Oct. 23) Traded Funds. | 10/24/2023 | 11/09/2023 | -60.2% vs SPY +24.5% | -41.1% vs SPY +36.5% | 20023892 |
PLD ProLogis, Inc. (PLD) unaware of our policy against owning individual the S & P 500. I learned of the purchase of the stocks be divested. The new investment | Sale Owner: Spouse | $1,001 - $15,000 purchased stock mimicking day (Oct. 23) Traded Funds. | 10/24/2023 | 11/09/2023 | -39.8% vs SPY +44.9% | -36.0% vs SPY +41.5% | 20023892 |
PGR Progressive Corporation (PGR) | Sale Owner: Spouse | $1,001 - $15,000 | 10/24/2023 | 11/09/2023 | -60.3% vs SPY +24.3% | -56.2% vs SPY +21.4% | 20023892 |
GOOG Alphabet Inc. - Class C Capital Stock (GOOG) unaware of our policy against owning individual the S & P 500. I learned of the purchase of the stocks be divested. The new investment | Sale Owner: Spouse | $1,001 - $15,000 purchased stock mimicking day (Oct. 23) Traded Funds. | 10/24/2023 | 11/09/2023 | -100.5% vs SPY -15.8% | -109.5% vs SPY -32.0% | 20023892 |
PG Procter & Gamble Company (PG) unaware of our policy against owning individual the S & P 500. I learned of the purchase of the stocks be divested. The new investment | Sale Owner: Spouse | $1,001 - $15,000 purchased stock mimicking day (Oct. 23) Traded Funds. | 10/24/2023 | 11/09/2023 | -17.0% vs SPY +67.6% | -15.9% vs SPY +61.7% | 20023892 |
PM Philip Morris International Inc (PM) unaware of our policy against owning individual the S & P 500. I learned of the purchase of the stocks be divested. The new investment | Sale Owner: Spouse | $1,001 - $15,000 purchased stock mimicking day (Oct. 23) Traded Funds. | 10/24/2023 | 11/09/2023 | -159.0% vs SPY -74.4% | -162.3% vs SPY -84.8% | 20023892 |
PFE Pfizer, Inc. (PFE) unaware of our policy against owning individual the S & P 500. I learned of the purchase of the stocks be divested. The new investment | Sale Owner: Spouse | $1,001 - $15,000 purchased stock mimicking day (Oct. 23) Traded Funds. | 10/24/2023 | 11/09/2023 | -19.6% vs SPY +65.1% | -21.8% vs SPY +55.8% | 20023892 |
PEP Pepsico, Inc. (PEP) unaware of our policy against owning individual the S & P 500. I learned of the purchase of the stocks be divested. The new investment | Sale Owner: Spouse | $1,001 - $15,000 purchased stock mimicking day (Oct. 23) Traded Funds. | 10/24/2023 | 11/09/2023 | +5.7% vs SPY +90.3% | +8.4% vs SPY +85.9% | 20023892 |
PH Parker-Hannifin Corporation (PH) unaware of our policy against owning individual the S & P 500. I learned of the purchase of the stocks be divested. The new investment | Sale Owner: Spouse | $1,001 - $15,000 purchased stock mimicking day (Oct. 23) Traded Funds. | 10/24/2023 | 11/09/2023 | -161.0% vs SPY -76.3% | -131.4% vs SPY -53.9% | 20023892 |
PANW Palo Alto Networks, Inc. (PANW) | Sale Owner: Spouse | $1,001 - $15,000 | 10/24/2023 | 11/09/2023 | -177.9% vs SPY -93.2% | -176.3% vs SPY -98.8% | 20023892 |
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.