Jonathan Jackson
DHouse · IL-1
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 · 05/15/2023 → 11/03/2026.
Simulated portfolio
+24.9%
SPY
+90.8%
vs SPY
-65.9%
Simulated portfolioSPYBuySell
Trades
201
Last traded
09/28/2026
Disclosed (est.)
$5.7M
File lag
33 days
| Asset | Type | Amount range | Traded | Filed | Trade → latest | Filed+1 → latest | Filing |
|---|---|---|---|---|---|---|---|
WMT Walmart Inc. - Common Stock (WMT) | Sale Owner: Joint | $50,001 - $100,000 | 09/28/2026 | 10/19/2026 | -14.8% vs SPY -16.3% | -5.9% vs SPY -7.9% | 20035551 |
VSAT ViaSat, Inc. - Common Stock (VSAT) | Sale Owner: Joint | $50,001 - $100,000 | 09/28/2026 | 10/19/2026 | -5.0% vs SPY -6.5% | -25.0% vs SPY -27.0% | 20035551 |
GH Guardant Health, Inc. - Common Stock (GH) | Purchase Owner: Joint | $15,001 - $50,000 | 09/28/2026 | 10/19/2026 | -1.3% vs SPY +0.2% | +7.6% vs SPY +9.5% | 20035551 |
EL Estee Lauder Companies, Inc. (EL) | Purchase Owner: Joint | $50,001 - $100,000 | 09/28/2026 | 10/19/2026 | +10.3% vs SPY +11.7% | -0.7% vs SPY +1.2% | 20035551 |
DDOG Datadog, Inc. - Class A Common Stock (DDOG) | Purchase Owner: Joint | $50,001 - $100,000 | 09/28/2026 | 10/19/2026 | -17.9% vs SPY -16.5% | -14.0% vs SPY -12.1% | 20035551 |
TYG Tortoise Energy Infrastructure Corporation Common Stock (TYG) | Sale Owner: Spouse | $1,001 - $15,000 | 09/04/2026 | 10/19/2026 | +4.5% vs SPY +2.7% | -5.1% vs SPY -7.0% | 20035551 |
VSAT ViaSat, Inc. - Common Stock (VSAT) | Sale (partial) Owner: Joint | $1,001 - $15,000 | 08/28/2026 | 09/03/2026 | -11.7% vs SPY -13.4% | +0.1% vs SPY -1.7% | 20035370 |
SPHR Sphere Entertainment Co. Class A Common Stock (SPHR) | Purchase Owner: Spouse | $1,001 - $15,000 | 06/15/2026 | 07/15/2026 | -32.0% vs SPY -32.4% | -24.2% vs SPY -24.9% | 20034908 |
MCK McKesson Corporation Common Stock (MCK) | Sale Owner: Spouse | $1,001 - $15,000 | 06/15/2026 | 07/15/2026 | -28.3% vs SPY -27.9% | -18.9% vs SPY -18.2% | 20034908 |
HLT Hilton Worldwide Holdings Inc. Common Stock (HLT) | Purchase Owner: Spouse | $1,001 - $15,000 | 06/15/2026 | 07/15/2026 | +4.9% vs SPY +4.4% | +12.6% vs SPY +11.9% | 20034908 |
MSFT Microsoft Corporation - Common Stock (MSFT) | Sale (partial) Owner: Joint | $15,001 - $50,000 | 05/12/2026 | 06/16/2026 | -28.3% vs SPY -25.6% | -37.8% vs SPY -35.4% | 20034688 |
V Visa Inc. (V) | Sale Owner: Joint | $50,001 - $100,000 | 04/24/2026 | 05/27/2026 | -36.4% vs SPY -30.2% | -29.6% vs SPY -29.1% | 20034519 |
ORLY O'Reilly Automotive, Inc. - Common Stock (ORLY) | Sale Owner: Self | $1,001 - $15,000 | 04/24/2026 | 05/27/2026 | +3.4% vs SPY +9.6% | -0.9% vs SPY -0.4% | 20034519 |
THC Tenet Healthcare Corporation Common Stock (THC) | Sale Owner: Joint | $15,001 - $50,000 | 04/20/2026 | 05/27/2026 | -39.4% vs SPY -32.5% | -54.0% vs SPY -53.5% | 20034519 |
SPG Simon Property Group, Inc. Common Stock (SPG) | Purchase Owner: Joint | $15,001 - $50,000 | 04/20/2026 | 05/27/2026 | +9.3% vs SPY +2.4% | +9.7% vs SPY +9.3% | 20034519 |
THC Tenet Healthcare Corporation Common Stock (THC) | Sale Owner: Spouse | $1,001 - $15,000 | 04/15/2026 | 05/27/2026 | -37.8% vs SPY -29.5% | -54.0% vs SPY -53.5% | 20034519 |
BP BP p.l.c. Common Stock (BP) | Purchase Owner: Self | $1,001 - $15,000 | 03/20/2026 | 04/08/2026 | +8.8% vs SPY -8.1% | +6.2% vs SPY -5.4% | 20034301 |
ORLY O'Reilly Automotive, Inc. - Common Stock (ORLY) | Sale Owner: Joint | $15,001 - $50,000 | 03/19/2026 | 04/08/2026 | -2.4% vs SPY +12.9% | +4.7% vs SPY +16.2% | 20034301 |
BP BP p.l.c. Common Stock (BP) | Purchase Owner: Joint | $15,001 - $50,000 | 03/19/2026 | 04/08/2026 | +6.2% vs SPY -9.0% | +6.2% vs SPY -5.4% | 20034301 |
AMZN Amazon.com, Inc. - Common Stock (AMZN) | Sale Owner: Self | $1,001 - $15,000 | 03/09/2026 | 04/08/2026 | -17.4% vs SPY -5.3% | -7.3% vs SPY +4.2% | 20034301 |
IBM International Business Machines Corporation Common Stock (IBM) | Sale Owner: Self | $1,001 - $15,000 | 02/17/2026 | 03/12/2026 | +1.8% vs SPY +13.1% | -3.0% vs SPY +11.8% | 20034113 |
IBM International Business Machines Corporation Common Stock (IBM) | Sale Owner: Joint | $50,001 - $100,000 | 02/17/2026 | 03/12/2026 | +1.8% vs SPY +13.1% | -3.0% vs SPY +11.8% | 20034113 |
BK The Bank of New York Mellon Corporation Common Stock (BK) | Purchase Owner: Joint | $50,001 - $100,000 | 02/17/2026 | 03/12/2026 | n/a | n/a | 20034113 |
BK The Bank of New York Mellon Corporation Common Stock (BK) | Purchase Owner: Self | $1,001 - $15,000 | 02/17/2026 | 03/12/2026 | n/a | n/a | 20034113 |
C Citigroup, Inc. Common Stock (C) | Purchase Owner: Spouse | $1,001 - $15,000 | 02/11/2026 | 03/12/2026 | +6.1% vs SPY -3.7% | +17.9% vs SPY +3.1% | 20034113 |
WELL Welltower Inc. Common Stock (WELL) | Purchase Owner: Spouse | $1,001 - $15,000 | 02/11/2026 | 03/12/2026 | +17.3% vs SPY +7.4% | +16.9% vs SPY +2.1% | 20034113 |
THC Tenet Healthcare Corporation Common Stock (THC) | Sale (partial) Owner: Spouse | $1,001 - $15,000 | 02/11/2026 | 03/12/2026 | -17.8% vs SPY -8.0% | -17.2% vs SPY -2.4% | 20034113 |
AMZN Amazon.com, Inc. - Common Stock (AMZN) | Sale Owner: Spouse | $1,001 - $15,000 | 02/11/2026 | 03/12/2026 | -22.8% vs SPY -13.0% | -20.7% vs SPY -5.9% | 20034113 |
PANW Palo Alto Networks, Inc. (PANW) | Sale Owner: Joint | $50,001 - $100,000 | 02/05/2026 | 03/12/2026 | -126.3% vs SPY -114.1% | -109.7% vs SPY -94.9% | 20034113 |
C Citigroup, Inc. Common Stock (C) | Purchase Owner: Joint | $50,001 - $100,000 | 02/05/2026 | 03/12/2026 | +7.7% vs SPY -4.5% | +17.9% vs SPY +3.1% | 20034113 |
AMZN Amazon.com, Inc. - Common Stock (AMZN) | Purchase Owner: Self | $1,001 - $15,000 | 02/05/2026 | 03/12/2026 | +12.6% vs SPY +0.4% | +20.7% vs SPY +5.9% | 20034113 |
C Citigroup, Inc. Common Stock (C) | Purchase Owner: Self | $1,001 - $15,000 | 02/04/2026 | 03/12/2026 | +6.1% vs SPY -4.7% | +17.9% vs SPY +3.1% | 20034113 |
BRCM Broadcom Corporation - Class A (BRCM) | Sale Owner: Self | $1,001 - $15,000 | 02/04/2026 | 03/12/2026 | n/a | n/a | 20034113 |
SHOP Shopify Inc. - Class A Subordinate Voting Shares (SHOP) | Sale Owner: Self | $1,001 - $15,000 | 02/03/2026 | 03/12/2026 | -19.5% vs SPY -9.3% | -15.9% vs SPY -1.2% | 20034113 |
SHOP Shopify Inc. - Class A Subordinate Voting Shares (SHOP) | Sale Owner: Joint | $50,001 - $100,000 | 01/30/2026 | 02/23/2026 | -8.6% vs SPY +1.2% | -21.9% vs SPY -11.3% | 20033929 |
GEV GE Vernova Inc. Common Stock (GEV) | Purchase Owner: Joint | $15,001 - $50,000 | 01/30/2026 | 02/23/2026 | +26.6% vs SPY +16.8% | +4.6% vs SPY -6.1% | 20033929 |
C Citigroup, Inc. Common Stock (C) | Purchase Owner: Joint | $15,001 - $50,000 | 01/30/2026 | 02/23/2026 | +8.2% vs SPY -1.6% | +13.7% vs SPY +3.1% | 20033929 |
VSAT ViaSat, Inc. - Common Stock (VSAT) | Purchase Owner: Joint | $50,001 - $100,000 | 01/22/2026 | 02/23/2026 | +70.1% vs SPY +59.8% | +57.0% vs SPY +46.4% | 20033929 |
CPNG Coupang, Inc. Class A Common Stock (CPNG) | Sale Owner: Joint | $15,001 - $50,000 | 01/22/2026 | 02/23/2026 | +23.7% vs SPY +34.0% | +18.1% vs SPY +28.7% | 20033929 |
HOOD Robinhood Markets, Inc. - Class A Common Stock (HOOD) | Sale Owner: Spouse | $1,001 - $15,000 | 01/20/2026 | 02/23/2026 | +19.0% vs SPY +31.2% | -16.7% vs SPY -6.1% | 20033929 |
JPM JP Morgan Chase & Co. Common Stock (JPM) | Purchase Owner: Spouse | $1,001 - $15,000 | 01/20/2026 | 02/23/2026 | +13.3% vs SPY +1.1% | +15.4% vs SPY +4.7% | 20033929 |
PLTR Palantir Technologies Inc. - Class A Common Stock (PLTR) | Sale Owner: Joint | $15,001 - $50,000 | 01/16/2026 | 02/23/2026 | -2.6% vs SPY +7.3% | -36.1% vs SPY -25.5% | 20033929 |
WMT Walmart Inc. - Common Stock (WMT) | Purchase Owner: Joint | $50,001 - $100,000 | 01/13/2026 | 02/23/2026 | +4.4% vs SPY -5.2% | -0.9% vs SPY -11.5% | 20033929 |
TMUS T-Mobile US, Inc. (TMUS) | Sale Owner: Joint | $50,001 - $100,000 | 01/13/2026 | 02/23/2026 | +17.3% vs SPY +26.9% | +29.3% vs SPY +39.9% | 20033929 |
HOOD Robinhood Markets, Inc. - Class A Common Stock (HOOD) | Sale Owner: Joint | $15,001 - $50,000 | 12/22/2025 | 01/08/2026 | +30.0% vs SPY +41.0% | +25.7% vs SPY +35.2% | 20033739 |
PLTR Palantir Technologies Inc. - Class A Common Stock (PLTR) | Purchase Owner: Joint | $15,001 - $50,000 | 12/22/2025 | 01/08/2026 | -9.6% vs SPY -20.6% | -1.2% vs SPY -10.7% | 20033739 |
THC Tenet Healthcare Corporation Common Stock (THC) | Purchase Owner: Joint | $15,001 - $50,000 | 12/10/2025 | 01/08/2026 | +35.1% vs SPY +24.2% | +32.5% vs SPY +23.0% | 20033739 |
MELI MercadoLibre, Inc. - Common Stock (MELI) | Sale Owner: Joint | $15,001 - $50,000 | 12/10/2025 | 01/08/2026 | +15.7% vs SPY +26.6% | +23.7% vs SPY +33.2% | 20033739 |
SHOP Shopify Inc. - Class A Subordinate Voting Shares (SHOP) | Purchase Owner: Joint | $50,001 - $100,000 | 12/08/2025 | 01/08/2026 | -10.0% vs SPY -21.5% | -13.3% vs SPY -22.9% | 20033739 |
NFLX Netflix, Inc. - Common Stock (NFLX) | Sale Owner: Joint | $50,001 - $100,000 | 12/08/2025 | 01/08/2026 | +34.5% vs SPY +46.0% | +29.1% vs SPY +38.6% | 20033739 |
TMUS T-Mobile US, Inc. (TMUS) | Sale Owner: Spouse | $1,001 - $15,000 | 11/11/2025 | 12/05/2025 | +25.6% vs SPY +37.3% | +23.3% vs SPY +34.8% | 20033566 |
STT State Street Corporation Common Stock (STT) | Purchase Owner: Spouse | $1,001 - $15,000 | 11/11/2025 | 12/05/2025 | +44.7% vs SPY +33.1% | +39.3% vs SPY +27.8% | 20033566 |
META Meta Platforms, Inc. - Class A Common Stock (META) | Sale Owner: Spouse | $1,001 - $15,000 | 11/11/2025 | 12/05/2025 | +0.6% vs SPY +12.3% | +6.5% vs SPY +18.1% | 20033566 |
HOOD Robinhood Markets, Inc. - Class A Common Stock (HOOD) | Purchase Owner: Joint | $15,001 - $50,000 | 11/06/2025 | 12/05/2025 | -32.6% vs SPY -46.3% | -37.2% vs SPY -48.7% | 20033566 |
DOCS Doximity, Inc. Class A Common Stock (DOCS) | Sale Owner: Joint | $15,001 - $50,000 | 11/06/2025 | 12/05/2025 | +47.9% vs SPY +61.7% | +28.6% vs SPY +40.2% | 20033566 |
SHOP Shopify Inc. - Class A Subordinate Voting Shares (SHOP) | Purchase Owner: Self | $1,001 - $15,000 | 10/08/2025 | 11/10/2025 | -14.3% vs SPY -27.6% | -10.3% vs SPY -21.9% | 20033409 |
HOOD Robinhood Markets, Inc. - Class A Common Stock (HOOD) | Purchase Owner: Joint | $15,001 - $50,000 | 10/08/2025 | 11/10/2025 | -43.2% vs SPY -56.5% | -35.1% vs SPY -46.7% | 20033409 |
MCK McKesson Corporation Common Stock (MCK) | Sale Owner: Self | $1,001 - $15,000 | 10/08/2025 | 11/10/2025 | -32.8% vs SPY -19.5% | -17.2% vs SPY -5.5% | 20033409 |
SHOP Shopify Inc. - Class A Subordinate Voting Shares (SHOP) | Purchase Owner: Joint | $15,001 - $50,000 | 10/06/2025 | 11/10/2025 | -13.3% vs SPY -26.9% | -10.3% vs SPY -21.9% | 20033409 |
HOOD Robinhood Markets, Inc. - Class A Common Stock (HOOD) | Purchase Owner: Spouse | $1,001 - $15,000 | 09/05/2025 | 10/15/2025 | -15.4% vs SPY -33.5% | -34.8% vs SPY -50.2% | 20032232 |
THC Tenet Healthcare Corporation Common Stock (THC) | Purchase Owner: Spouse | $1,001 - $15,000 | 09/03/2025 | 10/15/2025 | +42.7% vs SPY +23.9% | +33.9% vs SPY +18.5% | 20032232 |
LRCX Lam Research Corporation - Common Stock (LRCX) | Sale Owner: Spouse | $1,001 - $15,000 | 09/03/2025 | 10/15/2025 | -137.6% vs SPY -118.8% | -62.8% vs SPY -47.4% | 20032232 |
ARM Arm Holdings plc - American Depositary Shares (ARM) | Sale Owner: Spouse | $1,001 - $15,000 | 09/02/2025 | 10/15/2025 | -53.0% vs SPY -33.6% | -18.3% vs SPY -2.9% | 20032232 |
DOCS Doximity, Inc. Class A Common Stock (DOCS) | Purchase Owner: Joint | $15,001 - $50,000 | 08/25/2025 | 09/23/2025 | -50.9% vs SPY -69.9% | -56.1% vs SPY -71.4% | 20031023 |
LRCX Lam Research Corporation - Common Stock (LRCX) | Purchase Owner: Spouse | $1,001 - $15,000 | 08/13/2025 | 09/23/2025 | +117.6% vs SPY +99.0% | +80.6% vs SPY +65.3% | 20031023 |
IBM International Business Machines Corporation Common Stock (IBM) | Sale Owner: Spouse | $1,001 - $15,000 | 08/13/2025 | 09/23/2025 | -6.9% vs SPY +11.7% | +4.1% vs SPY +19.4% | 20031023 |
ARM Arm Holdings plc - American Depositary Shares (ARM) | Purchase Owner: Spouse | $1,001 - $15,000 | 07/17/2025 | 08/25/2025 | +28.8% vs SPY +7.1% | +44.4% vs SPY +25.9% | 20030860 |
FMX Fomento Economico Mexicano S.A.B. de C.V. Common Stock (FMX) | Sale Owner: Spouse | $1,001 - $15,000 | 07/17/2025 | 08/25/2025 | -32.4% vs SPY -10.7% | -52.8% vs SPY -34.3% | 20030860 |
LLY Eli Lilly and Company Common Stock (LLY) | Sale Owner: Spouse | $1,001 - $15,000 | 05/21/2025 | 08/25/2025 | -96.1% vs SPY -64.5% | -92.7% vs SPY -74.2% | 20030860 |
Unmapped International Business Machines | Purchase Owner: Spouse | $1,001 - $15,000 | 05/21/2025 | 08/25/2025 | n/a | n/a | 20030860 |
FMX Fomento Economico Mexicano S.A.B. de C.V. Common Stock (FMX) | Purchase Owner: Spouse | $1,001 - $15,000 | 05/21/2025 | 08/25/2025 | +26.1% vs SPY -5.5% | +52.8% vs SPY +34.3% | 20030860 |
CHD Church & Dwight Company, Inc. Common Stock (CHD) | Sale Owner: Spouse | $1,001 - $15,000 | 05/05/2025 | 08/25/2025 | -19.9% vs SPY +16.1% | -19.7% vs SPY -1.2% | 20030860 |
LLY Eli Lilly and Company Common Stock (LLY) | Purchase Owner: Spouse | $1,001 - $15,000 | 04/23/2025 | 08/25/2025 | +71.7% vs SPY +28.5% | +92.7% vs SPY +74.2% | 20030860 |
CHD Church & Dwight Company, Inc. Common Stock (CHD) | Purchase Owner: Spouse | $1,001 - $15,000 | 04/23/2025 | 08/25/2025 | +9.0% vs SPY -34.3% | +19.7% vs SPY +1.2% | 20030860 |
WMB Williams Companies, Inc. (WMB) | Sale (partial) Owner: Spouse | $1,001 - $15,000 | 04/23/2025 | 08/25/2025 | -29.9% vs SPY +13.4% | -31.8% vs SPY -13.3% | 20030860 |
TMUS T-Mobile US, Inc. (TMUS) | Purchase Owner: Spouse | $1,001 - $15,000 | 04/23/2025 | 08/25/2025 | -38.8% vs SPY -82.0% | -37.0% vs SPY -55.5% | 20030860 |
META Meta Platforms, Inc. - Class A Common Stock (META) | Purchase Owner: Spouse | $1,001 - $15,000 | 04/23/2025 | 08/25/2025 | +19.9% vs SPY -23.3% | -17.3% vs SPY -35.8% | 20030860 |
MCK McKesson Corporation Common Stock (MCK) | Purchase Owner: Spouse | $1,001 - $15,000 | 04/23/2025 | 08/25/2025 | +45.3% vs SPY +2.1% | +47.6% vs SPY +29.1% | 20030860 |
AMZN Amazon.com, Inc. - Common Stock (AMZN) | Purchase Owner: Spouse | $1,001 - $15,000 | 04/23/2025 | 08/25/2025 | +38.8% vs SPY -4.4% | +9.6% vs SPY -8.9% | 20030860 |
Unmapped Goldman Sachs Group, Inc. (GS) | Sale Owner: Spouse | $1,001 - $15,000 | 04/07/2025 | 08/25/2025 | n/a | n/a | 20030860 |
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.