John Rutherford
RHouse · FL-5
STOCK Act filings · simulated, not advice.
annual holdings (18)
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 · 12/07/2016 → 11/03/2026.
Simulated portfolio
-38.3%
SPY
+293.3%
vs SPY
-331.6%
Simulated portfolioSPYBuySell
Trades
348
Last traded
04/28/2023
Disclosed (est.)
$3.7M
File lag
34 days
| Asset | Type | Amount range | Traded | Filed | Trade → latest | Filed+1 → latest | Filing |
|---|---|---|---|---|---|---|---|
NNGRY NN GROUP NV UNSP/ADR (NNGRY) ticker symbol NNGPF in reporting this NNGRY is OTC stock, and was previously | Sale Owner: Self | $1,001 - $15,000 symbol is NNGRY. | 03/16/2022 | 08/02/2023 | -137.7% vs SPY -53.3% | -179.8% vs SPY -105.0% | 20023426 |
DNBBY DNB ASA SP/ADR (DNBBY) ticker symbol DNHBY in reporting this DNBBY is OTC stock, and was previously | Sale Owner: Self | $1,001 - $15,000 ticker symbol is DNBBY. | 03/16/2022 | 08/02/2023 | -112.0% vs SPY -27.5% | -106.5% vs SPY -31.6% | 20023426 |
Unmapped Sunshine Group Partners, 4% Interest | Purchase Owner: Self | $1,001 - $15,000 | 04/28/2023 | 05/25/2023 | n/a | n/a | 20023026 |
DOW Dow Inc. (DOW) | Sale Owner: Self | $1,001 - $15,000 | 03/23/2022 | 04/19/2022 | +31.5% vs SPY +112.0% | +35.8% vs SPY +116.0% | 20020828 |
BMY Bristol-Myers Squibb Company (BMY) | Sale Owner: Self | $1,001 - $15,000 | 03/16/2022 | 04/19/2022 | -8.0% vs SPY +76.5% | +3.4% vs SPY +83.5% | 20020828 |
ZURVY Zurich Insurance Group Limited Sponsored American Depositary Shares (ZURVY) | Sale Owner: Self | $1,001 - $15,000 | 03/16/2022 | 04/19/2022 | -112.2% vs SPY -27.7% | -96.7% vs SPY -16.5% | 20020828 |
WMT Walmart Inc. (WMT) | Sale Owner: Self | $1,001 - $15,000 | 03/16/2022 | 04/19/2022 | -173.2% vs SPY -88.7% | -147.8% vs SPY -67.7% | 20020828 |
WPC W. P. Carey Inc. REIT (WPC) | Sale Owner: Self | $1,001 - $15,000 | 03/16/2022 | 04/19/2022 | -9.5% vs SPY +75.0% | -0.1% vs SPY +80.1% | 20020828 |
BNPQY BNP Paribas American Depositary Shares (BNPQY) | Sale Owner: Self | $1,001 - $15,000 | 03/16/2022 | 04/19/2022 | -126.6% vs SPY -42.1% | -143.8% vs SPY -63.6% | 20020828 |
VZ Verizon Communications Inc. (VZ) | Sale Owner: Self | $1,001 - $15,000 | 03/16/2022 | 04/19/2022 | -17.2% vs SPY +67.3% | -11.7% vs SPY +68.4% | 20020828 |
VALE VALE S.A. American Depositary Shares Each Representing one common share (VALE) | Sale Owner: Self | $1,001 - $15,000 | 03/16/2022 | 04/19/2022 | +9.7% vs SPY +94.2% | +13.1% vs SPY +93.3% | 20020828 |
UPMKF Upm Kymmene Corp Ordinary Shares (UPMKF) | Sale Owner: Self | $1,001 - $15,000 | 03/16/2022 | 04/19/2022 | -12.0% vs SPY +72.5% | -1.3% vs SPY +78.8% | 20020828 |
UOVEY United Overseas Bk Singapore American Depositary Shares (UOVEY) | Sale Owner: Self | $1,001 - $15,000 | 03/16/2022 | 04/19/2022 | -69.2% vs SPY +15.3% | -75.8% vs SPY +4.4% | 20020828 |
UGI UGI Corporation (UGI) | Sale Owner: Self | $1,001 - $15,000 | 03/16/2022 | 04/19/2022 | -32.4% vs SPY +52.1% | -26.7% vs SPY +53.5% | 20020828 |
TSN Tyson Foods, Inc. (TSN) | Sale Owner: Self | $1,001 - $15,000 | 03/16/2022 | 04/19/2022 | +24.2% vs SPY +108.7% | +32.8% vs SPY +113.0% | 20020828 |
TFC Truist Financial Corporation (TFC) | Sale Owner: Self | $1,001 - $15,000 | 03/16/2022 | 04/19/2022 | -3.7% vs SPY +80.8% | -17.8% vs SPY +62.4% | 20020828 |
TM Toyota Motor Corporation (TM) | Sale Owner: Self | $1,001 - $15,000 | 03/16/2022 | 04/19/2022 | -24.0% vs SPY +60.5% | -20.0% vs SPY +60.1% | 20020828 |
TTE TotalEnergies SE (TTE) | Sale Owner: Self | $1,001 - $15,000 | 03/16/2022 | 04/19/2022 | -139.1% vs SPY -54.6% | -131.9% vs SPY -51.7% | 20020828 |
TKOMY Tokio Marine Holdings, Inc. Sponsored ADR (TKOMY) | Sale Owner: Self | $1,001 - $15,000 | 03/16/2022 | 04/19/2022 | -187.6% vs SPY -103.1% | -223.0% vs SPY -142.8% | 20020828 |
BLK BlackRock, Inc. (BLK) | Sale Owner: Self | $1,001 - $15,000 | 03/16/2022 | 04/19/2022 | -77.3% vs SPY +7.2% | -85.5% vs SPY -5.3% | 20020828 |
BK The Bank of New York Mellon Corporation (BK) | Sale Owner: Self | $1,001 - $15,000 | 03/16/2022 | 04/19/2022 | n/a | n/a | 20020828 |
TSCDY Tesco Plc Ord American Depositary Shares (TSCDY) | Sale Owner: Self | $1,001 - $15,000 | 03/16/2022 | 04/19/2022 | -136.8% vs SPY -52.3% | -152.1% vs SPY -71.9% | 20020828 |
SVNLY Svenska Handelsbanken Unsponsored ADR representing A Shares (SVNLY) | Sale Owner: Self | $1,001 - $15,000 | 03/16/2022 | 04/19/2022 | -163.9% vs SPY -79.4% | -154.2% vs SPY -74.1% | 20020828 |
SO Southern Company (SO) | Sale Owner: Self | $1,001 - $15,000 | 03/16/2022 | 04/19/2022 | -60.9% vs SPY +23.6% | -44.1% vs SPY +36.1% | 20020828 |
SKHCY Sonic Healthcare Ltd Unsponsored ADR (SKHCY) | Sale Owner: Self | $1,001 - $15,000 | 03/16/2022 | 04/19/2022 | n/a | n/a | 20020828 |
SFTBY Softbank Corp Unsponsored ADR (SFTBY) | Sale Owner: Self | $1,001 - $15,000 | 03/16/2022 | 04/19/2022 | -160.1% vs SPY -75.6% | -148.6% vs SPY -68.4% | 20020828 |
SMFKY Smurfit Kappa Group Plc American Depositary Shares (SMFKY) | Sale Owner: Self | $1,001 - $15,000 | 03/16/2022 | 04/19/2022 | n/a | n/a | 20020828 |
SIEGY Siemens AG American Depositary Shares (SIEGY) | Sale Owner: Self | $1,001 - $15,000 | 03/16/2022 | 04/19/2022 | -115.2% vs SPY -30.7% | -151.1% vs SPY -70.9% | 20020828 |
SNY Sanofi - American Depositary Shares (SNY) | Sale Owner: Self | $1,001 - $15,000 | 03/16/2022 | 04/19/2022 | -8.2% vs SPY +76.3% | -0.6% vs SPY +79.6% | 20020828 |
RHHBY Roche Holdings AG Basel American Depositary Shares (RHHBY) | Sale Owner: Self | $1,001 - $15,000 | 03/16/2022 | 04/19/2022 | -45.7% vs SPY +38.8% | -38.8% vs SPY +41.4% | 20020828 |
BCE BCE, Inc. (BCE) | Sale Owner: Self | $1,001 - $15,000 | 03/16/2022 | 04/19/2022 | +47.7% vs SPY +132.2% | +52.5% vs SPY +132.7% | 20020828 |
RIO Rio Tinto Plc (RIO) | Sale Owner: Self | $1,001 - $15,000 | 03/16/2022 | 04/19/2022 | -48.9% vs SPY +35.6% | -37.8% vs SPY +42.4% | 20020828 |
RTX Raytheon Technologies Corporation (RTX) | Sale Owner: Self | $1,001 - $15,000 | 03/16/2022 | 04/19/2022 | -134.2% vs SPY -49.7% | -113.7% vs SPY -33.6% | 20020828 |
PEG Public Service Enterprise Group Incorporated (PEG) | Sale Owner: Self | $1,001 - $15,000 | 03/16/2022 | 04/19/2022 | -25.2% vs SPY +59.3% | -13.4% vs SPY +66.8% | 20020828 |
PRU Prudential Financial, Inc. (PRU) | Sale Owner: Self | $1,001 - $15,000 | 03/16/2022 | 04/19/2022 | -30.3% vs SPY +54.2% | -22.6% vs SPY +57.5% | 20020828 |
PLD ProLogis, Inc. (PLD) | Sale Owner: Self | $1,001 - $15,000 | 03/16/2022 | 04/19/2022 | +3.6% vs SPY +88.1% | +14.2% vs SPY +94.3% | 20020828 |
PG Procter & Gamble Company (PG) | Sale Owner: Self | $1,001 - $15,000 | 03/16/2022 | 04/19/2022 | -22.4% vs SPY +62.1% | -12.0% vs SPY +68.1% | 20020828 |
PWCDF Power Corp of Canada Ordinary Shares (PWCDF) | Sale Owner: Self | $1,001 - $15,000 | 03/16/2022 | 04/19/2022 | -178.2% vs SPY -93.7% | -169.0% vs SPY -88.8% | 20020828 |
PNC PNC Financial Services Group, Inc. (PNC) | Sale Owner: Self | $1,001 - $15,000 | 03/16/2022 | 04/19/2022 | -42.9% vs SPY +41.6% | -51.8% vs SPY +28.4% | 20020828 |
PM Philip Morris International Inc (PM) | Sale Owner: Self | $1,001 - $15,000 | 03/16/2022 | 04/19/2022 | -175.5% vs SPY -91.0% | -147.3% vs SPY -67.1% | 20020828 |
PSMMY Persimmon Plc Unsponsored ADR (PSMMY) | Sale Owner: Self | $1,001 - $15,000 | 03/16/2022 | 04/19/2022 | +27.8% vs SPY +112.3% | +23.7% vs SPY +103.9% | 20020828 |
ASX ASE Technology Holding Co., Ltd. American Depositary Shares (ASX) | Sale Owner: Self | $1,001 - $15,000 | 03/16/2022 | 04/19/2022 | -566.5% vs SPY -482.0% | -612.0% vs SPY -531.9% | 20020828 |
PEP Pepsico, Inc. (PEP) | Sale Owner: Self | $1,001 - $15,000 | 03/16/2022 | 04/19/2022 | +0.3% vs SPY +84.7% | +9.2% vs SPY +89.4% | 20020828 |
NVS Novartis AG (NVS) | Sale Owner: Self | $1,001 - $15,000 | 03/16/2022 | 04/19/2022 | -117.8% vs SPY -33.3% | -102.0% vs SPY -21.9% | 20020828 |
NNGPF NN Group NV Ordinary Shares (NNGPF) | Sale Owner: Self | $1,001 - $15,000 | 03/16/2022 | 04/19/2022 | -139.0% vs SPY -54.5% | -121.5% vs SPY -41.3% | 20020828 |
NTT Nippon Telegraph and Telephone Corporation (NTT) | Sale Owner: Self | $1,001 - $15,000 | 03/16/2022 | 04/19/2022 | n/a | n/a | 20020828 |
NSRGY Nestle SA Sponsored ADR representing Registered Shares Series B (NSRGY) | Sale Owner: Self | $1,001 - $15,000 | 03/16/2022 | 04/19/2022 | +3.4% vs SPY +87.9% | +9.3% vs SPY +89.5% | 20020828 |
MURGY Muenchener Re Group AG Unsponsored ADR (MURGY) | Sale Owner: Self | $1,001 - $15,000 | 03/16/2022 | 04/19/2022 | -190.7% vs SPY -106.2% | -195.7% vs SPY -115.6% | 20020828 |
MDLZ Mondelez International, Inc. - Class A (MDLZ) | Sale Owner: Self | $1,001 - $15,000 | 03/16/2022 | 04/19/2022 | -19.7% vs SPY +64.8% | -12.2% vs SPY +68.0% | 20020828 |
MGDDY Michelin Compagnie Generale des Etablissements Michelin Unsponsored ADR representing Nom Shares (MGDDY) | Sale Owner: Self | $1,001 - $15,000 | 03/16/2022 | 04/19/2022 | -30.4% vs SPY +54.1% | -36.2% vs SPY +43.9% | 20020828 |
MET MetLife, Inc. (MET) | Sale Owner: Self | $1,001 - $15,000 | 03/16/2022 | 04/19/2022 | -71.8% vs SPY +12.7% | -60.2% vs SPY +20.0% | 20020828 |
MRK Merck & Company, Inc. Common Stock (MRK) | Sale Owner: Self | $1,001 - $15,000 | 03/16/2022 | 04/19/2022 | -111.9% vs SPY -27.4% | -91.4% vs SPY -11.3% | 20020828 |
AJG Arthur J. Gallagher & Co. (AJG) | Sale Owner: Self | $1,001 - $15,000 | 03/16/2022 | 04/19/2022 | -75.9% vs SPY +8.6% | -55.6% vs SPY +24.6% | 20020828 |
MDT Medtronic plc. Ordinary Shares (MDT) | Sale Owner: Self | $1,001 - $15,000 | 03/16/2022 | 04/19/2022 | -7.4% vs SPY +77.0% | -1.4% vs SPY +78.7% | 20020828 |
MCD McDonald's Corporation (MCD) | Sale Owner: Self | $1,001 - $15,000 | 03/16/2022 | 04/19/2022 | -22.7% vs SPY +61.8% | -14.2% vs SPY +65.9% | 20020828 |
KMI Kinder Morgan, Inc. (KMI) | Sale Owner: Self | $1,001 - $15,000 | 03/16/2022 | 04/19/2022 | -144.2% vs SPY -59.7% | -113.1% vs SPY -32.9% | 20020828 |
KEY KeyCorp (KEY) | Sale Owner: Self | $1,001 - $15,000 | 03/16/2022 | 04/19/2022 | -9.4% vs SPY +75.1% | -22.5% vs SPY +57.7% | 20020828 |
JNJ Johnson & Johnson (JNJ) | Sale Owner: Self | $1,001 - $15,000 | 03/16/2022 | 04/19/2022 | -73.1% vs SPY +11.4% | -64.3% vs SPY +15.9% | 20020828 |
INTC Intel Corporation (INTC) | Sale Owner: Self | $1,001 - $15,000 | 03/16/2022 | 04/19/2022 | -38.9% vs SPY +45.5% | -34.7% vs SPY +45.5% | 20020828 |
IBDRY Iberdrola Sa Sponsored ADR (IBDRY) | Sale Owner: Self | $1,001 - $15,000 | 03/16/2022 | 04/19/2022 | -168.7% vs SPY -84.3% | -151.2% vs SPY -71.0% | 20020828 |
HPQ HP Inc. (HPQ) | Sale Owner: Self | $1,001 - $15,000 | 03/16/2022 | 04/19/2022 | +6.0% vs SPY +90.5% | +14.5% vs SPY +94.7% | 20020828 |
HD Home Depot, Inc. (HD) | Sale Owner: Self | $1,001 - $15,000 | 03/16/2022 | 04/19/2022 | -13.3% vs SPY +71.2% | -19.0% vs SPY +61.2% | 20020828 |
PEAK Healthpeak Properties, Inc. (PEAK) | Sale Owner: Self | $1,001 - $15,000 | 03/16/2022 | 04/19/2022 | n/a | n/a | 20020828 |
MO Altria Group, Inc. (MO) | Sale Owner: Self | $1,001 - $15,000 | 03/16/2022 | 04/19/2022 | -116.2% vs SPY -31.7% | -96.8% vs SPY -16.6% | 20020828 |
GD General Dynamics Corporation (GD) | Sale Owner: Self | $1,001 - $15,000 | 03/16/2022 | 04/19/2022 | -81.4% vs SPY +3.1% | -65.9% vs SPY +14.2% | 20020828 |
FNF FNF Group of Fidelity National Financial, Inc. (FNF) | Sale Owner: Self | $1,001 - $15,000 | 03/16/2022 | 04/19/2022 | -8.9% vs SPY +75.6% | -24.8% vs SPY +55.3% | 20020828 |
FITB Fifth Third Bancorp (FITB) | Sale Owner: Self | $1,001 - $15,000 | 03/16/2022 | 04/19/2022 | -36.2% vs SPY +48.3% | -58.0% vs SPY +22.2% | 20020828 |
XOM Exxon Mobil Corporation (XOM) | Sale Owner: Self | $1,001 - $15,000 | 03/16/2022 | 04/19/2022 | -168.2% vs SPY -83.8% | -134.6% vs SPY -54.4% | 20020828 |
EVRG Evergy, Inc. (EVRG) | Sale Owner: Self | $1,001 - $15,000 | 03/16/2022 | 04/19/2022 | -58.3% vs SPY +26.2% | -41.0% vs SPY +39.1% | 20020828 |
ENLAY Enel Societa Per Azioni Unsponsored ADR (ENLAY) | Sale Owner: Self | $1,001 - $15,000 | 03/16/2022 | 04/19/2022 | -109.6% vs SPY -25.1% | -103.2% vs SPY -23.1% | 20020828 |
EMN Eastman Chemical Company (EMN) | Sale Owner: Self | $1,001 - $15,000 | 03/16/2022 | 04/19/2022 | +27.0% vs SPY +111.5% | +29.6% vs SPY +109.8% | 20020828 |
DNHBY DNB ASA SPONSORED ADR Representing 10 (DNHBY) | Sale Owner: Self | $1,001 - $15,000 | 03/16/2022 | 04/19/2022 | n/a | n/a | 20020828 |
DTEGY Deutsche Telekom AG (DTEGY) | Sale Owner: Self | $1,001 - $15,000 | 03/16/2022 | 04/19/2022 | -82.5% vs SPY +2.0% | -73.7% vs SPY +6.5% | 20020828 |
ABBV AbbVie Inc. (ABBV) | Sale Owner: Self | $1,001 - $15,000 | 03/16/2022 | 04/19/2022 | -116.6% vs SPY -32.1% | -113.9% vs SPY -33.8% | 20020828 |
DPSGY Deutsche Post AG Sponsored ADR (DPSGY) | Sale Owner: Self | $1,001 - $15,000 | 03/16/2022 | 04/19/2022 | n/a | n/a | 20020828 |
CVS CVS Health Corporation (CVS) | Sale Owner: Self | $1,001 - $15,000 | 03/16/2022 | 04/19/2022 | -0.3% vs SPY +84.2% | -0.8% vs SPY +79.4% | 20020828 |
CCI Crown Castle International Corp. (CCI) | Sale Owner: Self | $1,001 - $15,000 | 03/16/2022 | 04/19/2022 | +37.0% vs SPY +121.5% | +44.8% vs SPY +125.0% | 20020828 |
CODYY Compagnie de Saint Gobain Unsponsored ADR (CODYY) | Sale Owner: Self | $1,001 - $15,000 | 03/16/2022 | 04/19/2022 | +34.8% vs SPY +119.3% | +25.9% vs SPY +106.1% | 20020828 |
CVX Chevron Corporation (CVX) | Sale Owner: Self | $1,001 - $15,000 | 03/16/2022 | 04/19/2022 | -70.8% vs SPY +13.7% | -56.1% vs SPY +24.1% | 20020828 |
CE Celanese Corporation Celanese Corporation (CE) | Sale Owner: Self | $15,001 - $50,000 | 03/16/2022 | 04/19/2022 | +62.1% vs SPY +146.6% | +63.7% vs SPY +143.9% | 20020828 |
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.