Kim Dr Schrier
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 · 11/15/2021 → 11/03/2026.
| Asset | Type | Amount range | Traded | Filed | Trade → latest | Filed+1 → latest | Filing |
|---|---|---|---|---|---|---|---|
TSLA Tesla, Inc. (TSLA) | Sale Owner: Spouse | $250,001 - $500,000 | 03/22/2022 | 04/21/2022 | -20.3% vs SPY +57.9% | -18.9% vs SPY +69.1% | 20020712 |
TSLA Tesla, Inc. (TSLA) Primary account in December, 2021. As a reported sale. (i.e., Prior to that, the TSLA | Sale Owner: Joint | $250,001 - $500,000 that time in December | 03/22/2022 | 04/21/2022 | -20.3% vs SPY +57.9% | -18.9% vs SPY +69.1% | 20020712 |
AAPL Apple Inc. (AAPL) Primary account in December, 2021. As a this reported sale. (i.e., Prior to that, the | Sale Owner: Joint | $500,001 - $1,000,000 that time in December | 03/22/2022 | 04/21/2022 | -101.0% vs SPY -22.8% | -109.7% vs SPY -21.7% | 20020712 |
AAPL Apple Inc. (AAPL) | Sale Owner: Joint | $250,001 - $500,000 | 03/22/2022 | 04/21/2022 | -101.0% vs SPY -22.8% | -109.7% vs SPY -21.7% | 20020712 |
AAPL Apple Inc. (AAPl) | Sale Owner: Joint | $250,001 - $500,000 | 11/15/2021 | 12/07/2021 | -126.5% vs SPY -54.0% | -94.1% vs SPY -22.3% | 20019965 |
CVS CVS Health Corporation (CVS) | Sale Owner: Joint | $15,001 - $50,000 | 10/28/2021 | 11/18/2021 | -21.9% vs SPY +54.1% | -16.0% vs SPY +56.0% | 20019850 |
COST Costco Wholesale Corporation (COST) | Sale Owner: Joint | $15,001 - $50,000 | 10/28/2021 | 11/18/2021 | -119.2% vs SPY -43.3% | -101.5% vs SPY -29.5% | 20019850 |
CLF Cleveland-Cliffs Inc. (ClF) | Sale Owner: Joint | $15,001 - $50,000 | 10/28/2021 | 11/18/2021 | +42.2% vs SPY +118.1% | +35.6% vs SPY +107.6% | 20019850 |
CSCO Cisco Systems, Inc. (CSCO) | Sale Owner: Joint | $15,001 - $50,000 | 10/28/2021 | 11/18/2021 | -110.0% vs SPY -34.0% | -121.7% vs SPY -49.7% | 20019850 |
BEP brookfield Renewable Partners l.P. (bEP) | Sale Owner: Joint | $1,001 - $15,000 | 10/28/2021 | 11/18/2021 | +6.5% vs SPY +82.5% | -0.3% vs SPY +71.8% | 20019850 |
BMY bristol-Myers Squibb Company (bMY) | Sale Owner: Joint | $1,001 - $15,000 | 10/28/2021 | 11/18/2021 | -32.9% vs SPY +43.1% | -31.2% vs SPY +40.8% | 20019850 |
BDX becton, Dickinson and Company (bDX) | Sale Owner: Joint | $1,001 - $15,000 | 10/28/2021 | 11/18/2021 | -18.4% vs SPY +57.5% | -13.7% vs SPY +58.3% | 20019850 |
VMW Vmware, Inc. Common stock, Class A (VMW) | Sale Owner: Joint | $1,001 - $15,000 | 10/28/2021 | 11/18/2021 | n/a | n/a | 20019850 |
PYPL PayPal Holdings, Inc. (PYPl) | Sale Owner: Joint | $1,001 - $15,000 | 10/28/2021 | 11/18/2021 | +75.1% vs SPY +151.1% | +69.6% vs SPY +141.6% | 20019850 |
AAPL Apple Inc. (AAPl) | Purchase Owner: Joint | $250,001 - $500,000 | 10/28/2021 | 11/18/2021 | +123.0% vs SPY +47.1% | +111.6% vs SPY +39.6% | 20019850 |
MSB Mesabi Trust (MSb) | Sale Owner: Joint | $1,001 - $15,000 | 10/28/2021 | 11/18/2021 | -16.4% vs SPY +59.6% | -10.8% vs SPY +61.2% | 20019850 |
LUMN lumen Technologies, Inc. (luMN) | Sale Owner: Joint | $1,001 - $15,000 | 10/28/2021 | 11/18/2021 | +56.3% vs SPY +132.3% | +61.2% vs SPY +133.2% | 20019850 |
LOW lowe's Companies, Inc. (lOW) | Sale Owner: Joint | $15,001 - $50,000 | 10/28/2021 | 11/18/2021 | -1.7% vs SPY +74.3% | +5.5% vs SPY +77.5% | 20019850 |
JPM JP Morgan Chase & Co. (JPM) | Sale Owner: Joint | $15,001 - $50,000 | 10/28/2021 | 11/18/2021 | -124.6% vs SPY -48.6% | -137.8% vs SPY -65.8% | 20019850 |
J Jacobs Engineering group Inc. (J) | Sale Owner: Joint | $15,001 - $50,000 | 10/28/2021 | 11/18/2021 | -44.7% vs SPY +31.3% | -37.6% vs SPY +34.4% | 20019850 |
IBM International business Machines Corporation (IbM) | Sale Owner: Joint | $1,001 - $15,000 | 10/28/2021 | 11/18/2021 | -151.7% vs SPY -75.7% | -157.5% vs SPY -85.4% | 20019850 |
HON Honeywell International Inc. (HON) | Sale Owner: Joint | $1,001 - $15,000 | 10/28/2021 | 11/18/2021 | -15.0% vs SPY +61.0% | -14.5% vs SPY +57.5% | 20019850 |
ETN Eaton Corporation, PlC Ordinary Shares (ETN) | Sale Owner: Joint | $15,001 - $50,000 | 10/28/2021 | 11/18/2021 | -156.6% vs SPY -80.6% | -144.6% vs SPY -72.6% | 20019850 |
EWBC East West bancorp, Inc. (EWbC) | Sale Owner: Joint | $15,001 - $50,000 | 10/28/2021 | 11/18/2021 | -89.2% vs SPY -13.3% | -85.9% vs SPY -13.9% | 20019850 |
DCI Donaldson Company, Inc. (DCI) | Sale Owner: Joint | $1,001 - $15,000 | 10/28/2021 | 11/18/2021 | -54.4% vs SPY +21.6% | -52.8% vs SPY +19.2% | 20019850 |
GOOGL Alphabet Inc. - Class A (gOOgl) | Sale Owner: Joint | $15,001 - $50,000 | 10/28/2021 | 11/18/2021 | -93.8% vs SPY -17.9% | -89.8% vs SPY -17.8% | 20019850 |
ABT Abbott laboratories (AbT) | Sale Owner: Joint | $1,001 - $15,000 | 10/28/2021 | 11/18/2021 | +5.4% vs SPY +81.3% | +4.7% vs SPY +76.7% | 20019850 |
AAPL Apple Inc. (AAPl) | Purchase Owner: Joint | $500,001 - $1,000,000 | 07/27/2021 | 11/12/2021 | +132.2% vs SPY +47.9% | +126.5% vs SPY +54.0% | 20019808 |
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.