Michael G. Fitzpatrick
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 · 01/15/2014 → 11/03/2026.
| Asset | Type | Amount range | Traded | Filed | Trade → latest | Filed+1 → latest | Filing |
|---|---|---|---|---|---|---|---|
LYB lyondellbasell Industries NV Ordinary Shares Class a (lYb) | Purchase Owner: Self | $1,001 - $15,000 | 04/10/2015 | 05/08/2015 | +33.9% vs SPY -300.0% | +18.3% vs SPY -314.4% | 20003044 |
DD E.I. du Pont de Nemours and Company (DD) | Sale Owner: Self | $1,001 - $15,000 | 04/10/2015 | 05/08/2015 | -130.6% vs SPY +203.3% | -115.0% vs SPY +217.7% | 20003044 |
TD Toronto dominion bank (Td) | Sale Owner: Self | $1,001 - $15,000 | 01/27/2015 | 02/19/2015 | -368.7% vs SPY -17.1% | -358.4% vs SPY -25.0% | 20002547 |
SBUX Starbucks Corporation (SbuX) | Purchase Owner: Self | $1,001 - $15,000 | 01/27/2015 | 02/19/2015 | +201.1% vs SPY -150.5% | +183.4% vs SPY -150.0% | 20002547 |
MET Metlife, Inc. (MET) | Purchase Owner: Self | $1,001 - $15,000 | 01/27/2015 | 02/19/2015 | +248.7% vs SPY -102.9% | +223.0% vs SPY -110.4% | 20002547 |
MCD Mcdonald's Corporation (MCd) | Sale Owner: Self | $1,001 - $15,000 | 01/27/2015 | 02/19/2015 | -295.1% vs SPY +56.4% | -275.8% vs SPY +57.6% | 20002547 |
GIS General Mills, Inc. (GIS) | Sale Owner: Self | $1,001 - $15,000 | 01/27/2015 | 02/19/2015 | +3.8% vs SPY +355.4% | +0.9% vs SPY +334.3% | 20002547 |
CL Colgate-Palmolive Company (Cl) | Purchase Owner: Self | $1,001 - $15,000 | 01/27/2015 | 02/19/2015 | +91.8% vs SPY -259.8% | +79.3% vs SPY -254.1% | 20002547 |
MDT Medtronic plc. Ordinary Shares (MdT) | Exchange Owner: Self | $1,001 - $15,000 | 01/27/2014 | 02/19/2015 | n/a | n/a | 20002547 |
PNR Pentair plc. Ordinary Share (PNR) | Sale Owner: Self | $1,001 - $15,000 | 10/15/2014 | 11/11/2014 | -110.0% vs SPY +283.8% | -85.8% vs SPY +265.5% | 20002034 |
HON honeywell International Inc. (hON) | Purchase Owner: Self | $1,001 - $15,000 | 10/15/2014 | 11/11/2014 | +257.7% vs SPY -136.1% | +213.8% vs SPY -137.6% | 20002034 |
PSX Phillips 66 (PSX) | Purchase Owner: Self | $1,001 - $15,000 | 09/19/2014 | 10/10/2014 | +387.7% vs SPY +29.0% | +472.5% vs SPY +81.3% | 20001844 |
CVX Chevron Corporation (CVX) | Sale Owner: Self | $1,001 - $15,000 | 09/19/2014 | 10/10/2014 | -200.3% vs SPY +158.4% | -234.5% vs SPY +156.7% | 20001844 |
LLY Eli lilly and Company (llY) | Purchase Owner: Self | $1,001 - $15,000 | 08/07/2014 | 09/08/2014 | +2804.4% vs SPY +2420.2% | +2598.3% vs SPY +2234.3% | 20001644 |
COV Covidien plc. Ordinary Shares (COV) | Sale Owner: Self | $1,001 - $15,000 | 08/07/2014 | 09/08/2014 | n/a | n/a | 20001644 |
PNR Pentair plc. Ordinary Share (PNR) | Purchase Owner: Self | $1,001 - $15,000 | 06/04/2014 | 07/09/2014 | +72.1% vs SPY -308.9% | +82.0% vs SPY -289.0% | 20001271 |
KMB Kimberly-Clark Corporation (KMb) | Purchase Owner: Self | $1,001 - $15,000 | 06/04/2014 | 07/09/2014 | +49.7% vs SPY -331.3% | +47.8% vs SPY -323.3% | 20001271 |
CAG Conagra Foods, Inc. (CaG) | Sale Owner: Self | $1,001 - $15,000 | 06/04/2014 | 07/09/2014 | +10.4% vs SPY +391.5% | +5.0% vs SPY +376.0% | 20001271 |
VOD Vodafone Group Plc - american Depositary shares each representing ten Ordinary shares (VOD) | Sale Owner: Self | $1,001 - $15,000 | 03/20/2014 | 04/08/2014 | +8.8% vs SPY +406.0% | +8.1% vs SPY +404.8% | 20000599 |
COV Covidien plc. Ordinary shares (COV) | Purchase Owner: Self | $1,001 - $15,000 | 03/20/2014 | 04/08/2014 | n/a | n/a | 20000599 |
WFC Wells Fargo & Company (WFC) | Purchase Owner: Self | $1,001 - $15,000 | 02/21/2014 | 04/05/2014 | +165.1% vs SPY -242.5% | +148.4% vs SPY -255.7% | 20000420 |
TD Toronto Dominion Bank (TD) | Purchase Owner: Self | $1,001 - $15,000 | 02/21/2014 | 04/05/2014 | +357.6% vs SPY -50.0% | +333.0% vs SPY -71.1% | 20000420 |
XLU sPDR select sector Fund - utilities (Xlu) | Purchase Owner: Self | $1,001 - $15,000 | 02/21/2014 | 04/05/2014 | +222.9% vs SPY -184.7% | +213.7% vs SPY -190.4% | 20000420 |
Unmapped MaINsTaY laRGE CaP GRoWTH FuND I | Purchase Owner: Self | $15,001 - $50,000 | 02/21/2014 | 04/05/2014 | n/a | n/a | 20000420 |
IVW ishares s&P 500 Growth ETF (IVW) | Sale Owner: Self | $15,001 - $50,000 | 02/21/2014 | 04/05/2014 | -518.5% vs SPY -110.9% | -527.4% vs SPY -123.3% | 20000420 |
Unmapped GolDMaN saCHs RIsING DIVIDEND GRoWTH FuND | Sale Owner: Self | $15,001 - $50,000 | 02/21/2014 | 04/05/2014 | n/a | n/a | 20000420 |
Unmapped FRaNKlIN FloaTING RaTE DaIlY aCCEss | Sale Owner: Self | $1,001 - $15,000 | 02/21/2014 | 04/05/2014 | n/a | n/a | 20000420 |
CVX Chevron Corporation (CVX) | Purchase Owner: Self | $1,001 - $15,000 | 02/21/2014 | 04/05/2014 | +238.3% vs SPY -169.3% | +224.8% vs SPY -179.3% | 20000420 |
Unmapped BlaCKRoCK GloBal alloCaTIoN FD | Purchase Owner: Self | $1,001 - $15,000 | 02/21/2014 | 04/05/2014 | n/a | n/a | 20000420 |
PM Philip Morris International Inc (PM) | Sale Owner: Self | $1,001 - $15,000 | 01/09/2014 | 02/13/2014 | -363.1% vs SPY +45.2% | -379.9% vs SPY +27.3% | 20000318 |
PEP Pepsico, Inc. (PEP) | Purchase Owner: Self | $1,001 - $15,000 | 01/09/2014 | 02/13/2014 | +144.3% vs SPY -264.0% | +159.2% vs SPY -248.0% | 20000318 |
INTC Intel Corporation (INTC) | Purchase Owner: Self | $1,001 - $15,000 | 01/09/2014 | 02/13/2014 | +221.7% vs SPY -186.6% | +225.7% vs SPY -181.5% | 20000318 |
BCE BCE, Inc. (BCE) | Sale Owner: Self | $1,001 - $15,000 | 01/09/2014 | 02/13/2014 | -1.6% vs SPY +406.6% | +1.0% vs SPY +408.2% | 20000318 |
WFC Wells Fargo & Company (WFC) | Purchase Owner: Self | $1,001 - $15,000 | 12/13/2013 | 01/14/2014 | +170.3% vs SPY -239.9% | +162.3% vs SPY -243.2% | 20000082 |
VTR Ventas, Inc. (VTR) | Sale Owner: Self | $1,001 - $15,000 | 12/13/2013 | 01/14/2014 | -131.4% vs SPY +278.9% | -118.0% vs SPY +287.4% | 20000082 |
TXN Texas Instruments Incorporated (TXN) | Purchase Owner: Self | $1,001 - $15,000 | 12/13/2013 | 01/14/2014 | +928.9% vs SPY +518.6% | +918.5% vs SPY +513.0% | 20000082 |
IYR ishares u.s. Real Estate ETF (IYR) | Purchase Owner: Self | $1,001 - $15,000 | 12/13/2013 | 01/14/2014 | +138.6% vs SPY -271.6% | +132.1% vs SPY -273.3% | 20000082 |
DLR Digital Realty Trust, Inc. (DlR) | Sale Owner: Self | $1,001 - $15,000 | 12/13/2013 | 01/14/2014 | -486.4% vs SPY -76.1% | -452.4% vs SPY -46.9% | 20000082 |
CMS CMs Energy Corporation (CMs) | Sale Owner: Self | $1,001 - $15,000 | 12/13/2013 | 01/14/2014 | -292.8% vs SPY +117.5% | -291.0% vs SPY +114.4% | 20000082 |
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.