Peter Welch
DHouse · VT-AL
STOCK Act filings · simulated, not advice.
annual holdings (12)
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 · 05/12/2014 → 11/03/2026.
Simulated portfolio
+368.0%
SPY
+389.6%
vs SPY
-21.7%
Simulated portfolioSPYBuySell
Trades
117
Last traded
11/26/2021
Disclosed (est.)
$1.3M
File lag
24 days
| Asset | Type | Amount range | Traded | Filed | Trade → latest | Filed+1 → latest | Filing |
|---|---|---|---|---|---|---|---|
VAIAF Vaisala Oy Ordinary Shares -A- (VAIAF) | Purchase Owner: Self | $1,001 - $15,000 | 07/16/2019 | 08/13/2022 | +318.6% vs SPY +139.2% | +113.9% vs SPY +27.9% | 20020080 |
IBM International business Machines Corporation (IbM) | Sale Owner: Self | $1,001 - $15,000 | 11/26/2021 | 12/17/2021 | -158.0% vs SPY -82.3% | -135.1% vs SPY -58.5% | 20019973 |
GE general Electric Company (gE) | Sale Owner: Self | $1,001 - $15,000 | 11/26/2021 | 12/17/2021 | -439.2% vs SPY -363.5% | -485.8% vs SPY -409.1% | 20019973 |
UNP Union Pacific Corporation (UNP) | Sale Owner: Self | $15,001 - $50,000 | 11/26/2021 | 12/17/2021 | -41.6% vs SPY +34.1% | -40.5% vs SPY +36.2% | 20019973 |
AB SwedenCare Ab | Sale Owner: Self | $15,001 - $50,000 | 11/19/2021 | 12/17/2021 | +1.5% vs SPY +73.6% | -15.5% vs SPY +61.1% | 20019973 |
KUBTY Kubota Corporation (KUbTY) | Sale Owner: Self | $1,001 - $15,000 | 11/18/2021 | 12/17/2021 | +16.2% vs SPY +87.9% | +22.0% vs SPY +98.7% | 20019973 |
GE general Electric Company (gE) | Sale (partial) Owner: Self | $1,001 - $15,000 | 11/18/2021 | 12/17/2021 | -424.0% vs SPY -352.3% | -485.8% vs SPY -409.1% | 20019973 |
CSCO Cisco Systems, Inc. (CSCO) | Sale Owner: Self | $15,001 - $50,000 | 11/18/2021 | 12/17/2021 | -120.2% vs SPY -48.5% | -95.6% vs SPY -19.0% | 20019973 |
CHD Church & dwight Company, Inc. (CHd) | Sale Owner: Self | $15,001 - $50,000 | 11/18/2021 | 12/17/2021 | -26.7% vs SPY +45.0% | -16.9% vs SPY +59.7% | 20019973 |
CERN Cerner Corporation (CERN) | Sale Owner: Self | $1,001 - $15,000 | 11/18/2021 | 12/17/2021 | n/a | n/a | 20019973 |
VAIAF Vaisala Oy Ordinary Shares -A- (VAIAF) | Sale Owner: Self | $15,001 - $50,000 | 11/18/2021 | 12/17/2021 | -30.8% vs SPY +40.9% | -33.4% vs SPY +43.3% | 20019973 |
UN Unilever NV (UN) | Sale Owner: Self | $15,001 - $50,000 | 11/18/2021 | 12/17/2021 | +15.1% vs SPY +16.2% | +15.1% vs SPY +16.2% | 20019973 |
USB U.S. bancorp (USb) | Sale Owner: Self | $15,001 - $50,000 | 11/18/2021 | 12/17/2021 | -27.2% vs SPY +44.5% | -36.0% vs SPY +40.7% | 20019973 |
TNC Tennant Company (TNC) | Sale Owner: Self | $1,001 - $15,000 | 11/18/2021 | 12/17/2021 | +6.0% vs SPY +77.8% | -0.3% vs SPY +76.4% | 20019973 |
Unmapped Qualcomm | Sale Owner: Self | $1,001 - $15,000 | 11/18/2021 | 12/17/2021 | n/a | n/a | 20019973 |
Unmapped PayPal Holdings, Inc. | Sale Owner: Self | $1,001 - $15,000 | 11/18/2021 | 12/17/2021 | n/a | n/a | 20019973 |
MITK Mitek Systems, Inc. (MITK) | Sale Owner: Self | $1,001 - $15,000 | 11/18/2021 | 12/17/2021 | -1.1% vs SPY +70.6% | -10.0% vs SPY +66.7% | 20019973 |
KYOCF Kyocera Corp Ordinary Shares (KYOCF) | Sale Owner: Self | $1,001 - $15,000 | 11/18/2021 | 12/17/2021 | -68.7% vs SPY +3.0% | -61.4% vs SPY +15.2% | 20019973 |
Unmapped Autodesk | Sale Owner: Self | $1,001 - $15,000 | 11/18/2021 | 12/17/2021 | n/a | n/a | 20019973 |
A Agilent Technologies, Inc. (A) | Sale Owner: Self | $1,001 - $15,000 | 11/18/2021 | 12/17/2021 | -12.1% vs SPY +59.6% | -20.9% vs SPY +55.8% | 20019973 |
AB Cloetta Ab | Sale Owner: Self | $1,001 - $15,000 | 09/02/2021 | 12/17/2021 | -3.2% vs SPY +75.4% | -15.5% vs SPY +61.1% | 20019973 |
WFC Wells Fargo & Company (WFC) | Sale Owner: Self | $1,001 - $15,000 | 11/03/2021 | 12/03/2021 | -85.8% vs SPY -12.2% | -97.2% vs SPY -21.4% | 20019937 |
XOM Exxon mobil Corporation (XOm) | Sale Owner: Spouse | $1,001 - $15,000 | 09/17/2021 | 11/09/2021 | -283.4% vs SPY -200.6% | -225.1% vs SPY -151.1% | 20019747 |
CTRCF Centrotec Sustainable Ag, brilon Ordinary Shares (CTRCF) | Sale Owner: Self | $1,001 - $15,000 | 11/26/2020 | 12/04/2020 | n/a | n/a | 20017597 |
UPS United Parcel Service, Inc. (UPS) | Sale Owner: Self | $1,001 - $15,000 | 11/16/2020 | 12/04/2020 | +16.5% vs SPY +142.1% | +16.1% vs SPY +137.7% | 20017597 |
DBX Dropbox, Inc. - Class A (DbX) | Sale Owner: Self | $1,001 - $15,000 | 11/16/2020 | 12/04/2020 | -87.1% vs SPY +38.5% | -70.5% vs SPY +51.1% | 20017597 |
BDN brandywine Realty Trust (bDN) | Sale Owner: Self | $1,001 - $15,000 | 06/03/2020 | 07/01/2020 | +46.4% vs SPY +210.6% | +45.7% vs SPY +208.7% | 20016870 |
SPSC SPS Commerce, Inc. (SPSC) | Sale Owner: Self | $1,001 - $15,000 | 05/19/2020 | 06/08/2020 | -42.2% vs SPY +140.3% | -21.4% vs SPY +135.7% | 20016723 |
GIS general Mills, Inc. (gIS) | Sale Owner: Self | $1,001 - $15,000 | 05/14/2020 | 06/08/2020 | +29.3% vs SPY +218.7% | +29.9% vs SPY +187.1% | 20016723 |
SPSC SPS Commerce, Inc. (SPSC) | Sale (partial) Owner: Self | $1,001 - $15,000 | 05/08/2020 | 06/08/2020 | -43.1% vs SPY +139.0% | -21.4% vs SPY +135.7% | 20016723 |
FSLR First Solar, Inc. (FSLR) | Sale Owner: Self | $1,001 - $15,000 | 04/30/2020 | 05/05/2020 | -322.4% vs SPY -138.5% | -331.1% vs SPY -141.0% | 20016539 |
PANW Palo alto Networks, Inc. (PaNW) | Sale Owner: Self | $1,001 - $15,000 | 04/27/2020 | 05/05/2020 | -967.2% vs SPY -779.9% | -944.2% vs SPY -754.0% | 20016539 |
SCHW Charles Schwab Corporation (SCHW) | Sale Owner: Self | $1,001 - $15,000 | 04/09/2020 | 05/05/2020 | -167.2% vs SPY +29.3% | -182.4% vs SPY +7.7% | 20016539 |
A agilent Technologies, Inc. (a) | Sale (partial) Owner: Self | $1,001 - $15,000 | 04/09/2020 | 05/05/2020 | -134.4% vs SPY +62.1% | -135.8% vs SPY +54.4% | 20016539 |
MDT Medtronic plc. ordinary Shares (MDT) | Sale Owner: Self | $1,001 - $15,000 | 04/03/2020 | 04/10/2020 | -38.9% vs SPY +193.4% | -20.4% vs SPY +178.8% | 20016392 |
Unmapped US Treasury Note | Sale Owner: Self | $15,001 - $50,000 | 03/23/2020 | 04/10/2020 | n/a | n/a | 20016392 |
PYPL PayPal Holdings, Inc. (PYPL) | Purchase Owner: Self | $1,001 - $15,000 | 03/20/2020 | 04/10/2020 | -32.1% vs SPY -292.6% | -44.5% vs SPY -243.7% | 20016392 |
GIS general Mills, Inc. (gIS) | Sale Owner: Self | $1,001 - $15,000 | 03/17/2020 | 04/10/2020 | +25.6% vs SPY +253.8% | +23.7% vs SPY +222.9% | 20016392 |
FTDR frontdoor, inc. (FTDR) | Sale Owner: Self | $1,001 - $15,000 | 03/16/2020 | 04/10/2020 | -142.1% vs SPY +103.8% | -147.1% vs SPY +52.1% | 20016392 |
MDT Medtronic plc. ordinary Shares (MDT) | Purchase Owner: Self | $1,001 - $15,000 | 03/09/2020 | 04/10/2020 | +30.5% vs SPY -172.0% | +20.4% vs SPY -178.8% | 20016392 |
QGEN Qiagen N.V. Common Shares (QgEN) | Sale Owner: Self | $1,001 - $15,000 | 03/24/2020 | 04/03/2020 | -28.1% vs SPY +211.1% | -27.6% vs SPY +183.8% | 20016357 |
ED Consolidated Edison, Inc. (ED) | Sale Owner: Self | $1,001 - $15,000 | 03/17/2020 | 04/03/2020 | -57.2% vs SPY +171.0% | -82.1% vs SPY +129.3% | 20016357 |
ED Consolidated Edison, Inc. (ED) | Sale (partial) Owner: Self | $1,001 - $15,000 | 03/13/2020 | 04/03/2020 | -67.6% vs SPY +140.5% | -82.1% vs SPY +129.3% | 20016357 |
ED Consolidated Edison, Inc. (ED) | Purchase Owner: Self | $1,001 - $15,000 | 03/02/2020 | 04/03/2020 | +74.6% vs SPY -93.8% | +82.1% vs SPY -129.3% | 20016357 |
CHD Church & Dwight Company, Inc. (CHD) | Purchase Owner: Self | $1,001 - $15,000 | 02/28/2020 | 03/10/2020 | +69.6% vs SPY -110.4% | +72.4% vs SPY -130.0% | 20016171 |
QGEN Qiagen N.V. Common Shares (QgEN) | Purchase Owner: Self | $1,001 - $15,000 | 02/27/2020 | 03/10/2020 | +40.0% vs SPY -138.9% | +24.2% vs SPY -178.2% | 20016171 |
FTDR frontdoor, inc. (FTDR) | Purchase Owner: Self | $1,001 - $15,000 | 02/19/2020 | 03/10/2020 | +94.4% vs SPY -50.8% | +134.9% vs SPY -67.5% | 20016171 |
Unmapped SwedenCare ab | Purchase Owner: Self | $1,001 - $15,000 | 02/13/2020 | 03/10/2020 | n/a | n/a | 20016171 |
CTRCF Centrotec Sustainable ag, brilon ordinary Shares (CTRCF) | Purchase Owner: Self | $1,001 - $15,000 | 02/07/2020 | 03/10/2020 | n/a | n/a | 20016171 |
Unmapped US Treasury bond | Sale Owner: Self | $1,001 - $15,000 | 12/03/2019 | 01/05/2020 | n/a | n/a | 20013855 |
GIS general Mills, Inc. (gIS) | Purchase Owner: Self | $1,001 - $15,000 | 11/22/2019 | 12/11/2019 | -15.0% vs SPY -183.1% | -13.3% vs SPY -176.2% | 20012714 |
RGNX REgENXbIo Inc. (RgNX) | Sale Owner: Self | $1,001 - $15,000 | 11/08/2019 | 11/14/2019 | +80.9% vs SPY +250.7% | +79.5% vs SPY +246.9% | 20012591 |
RGNX REgENXbIo Inc. (RgNX) | Purchase Owner: Self | $1,001 - $15,000 | 10/22/2019 | 11/14/2019 | -80.1% vs SPY -259.0% | -79.5% vs SPY -246.9% | 20012591 |
MDRX allscripts Healthcare Solutions, Inc. - common stock (MDRX) | Sale Owner: Self | $1,001 - $15,000 | 10/11/2019 | 11/14/2019 | +55.1% vs SPY +236.5% | +56.8% vs SPY +224.2% | 20012591 |
IWM iShares Russell 2000 ETF (IWM) | Sale Owner: Self | $1,001 - $15,000 | 09/27/2019 | 10/14/2019 | -101.7% vs SPY +80.5% | -101.4% vs SPY +77.5% | 20012390 |
AB Cloetta ab | Purchase Owner: Self | $1,001 - $15,000 | 09/24/2019 | 10/14/2019 | +122.2% vs SPY -59.6% | +128.5% vs SPY -50.5% | 20012390 |
UPS United Parcel Service, Inc. (UPS) | Sale (partial) Owner: Self | $1,001 - $15,000 | 09/16/2019 | 10/14/2019 | -19.4% vs SPY +159.6% | -25.7% vs SPY +153.3% | 20012390 |
LNN Lindsay Corporation (LNN) | Sale Owner: Self | $1,001 - $15,000 | 09/12/2019 | 10/14/2019 | -20.6% vs SPY +157.4% | -29.9% vs SPY +149.1% | 20012390 |
IWM iShares Russell 2000 ETF (IWM) | Purchase Owner: Self | $1,001 - $15,000 | 09/11/2019 | 10/14/2019 | +94.9% vs SPY -84.0% | +101.4% vs SPY -77.5% | 20012390 |
IWM iShares Russell 2000 ETF (IWM) | Sale Owner: Self | $1,001 - $15,000 | 08/12/2019 | 09/01/2019 | -105.8% vs SPY +84.9% | -108.6% vs SPY +79.4% | 20012235 |
IWM iShares Russell 2000 ETF (IWM) | Purchase Owner: Self | $1,001 - $15,000 | 08/01/2019 | 09/01/2019 | +98.3% vs SPY -85.7% | +108.6% vs SPY -79.4% | 20012235 |
DBX Dropbox, Inc. - Class a (DbX) | Purchase Owner: Self | $1,001 - $15,000 | 07/03/2019 | 07/31/2019 | +39.4% vs SPY -140.9% | +48.8% vs SPY -135.3% | 20012083 |
HUB-A Hubbell Inc a (HUb.a) | Sale Owner: Self | $1,001 - $15,000 | 07/01/2019 | 07/31/2019 | n/a | n/a | 20012083 |
VAIAF Vaisala oy ordinary Shares -a- (VaIaF) | Purchase Owner: Self | $1,001 - $15,000 | 07/16/2018 | 07/31/2019 | +224.8% vs SPY +19.0% | +244.1% vs SPY +60.0% | 20012083 |
IWM iShares Russell 2000 ETF (IWM) | Sale (partial) Owner: Self | $1,001 - $15,000 | 06/20/2019 | 07/09/2019 | -97.1% vs SPY +87.4% | -96.6% vs SPY +83.9% | 20011955 |
USB U.S. bancorp (USb) | Sale Owner: Self | $1,001 - $15,000 | 06/11/2019 | 07/09/2019 | -53.3% vs SPY +138.0% | -52.2% vs SPY +128.3% | 20011955 |
AMP ameriprise Financial, Inc. (aMP) | Sale Owner: Self | $1,001 - $15,000 | 05/29/2019 | 06/04/2019 | -297.8% vs SPY -95.3% | -288.4% vs SPY -91.0% | 20011793 |
A agilent Technologies, Inc. (a) | Purchase Owner: Self | $1,001 - $15,000 | 05/23/2019 | 06/04/2019 | +173.6% vs SPY -24.7% | +171.0% vs SPY -26.4% | 20011793 |
USB U.S. bancorp (USb) | Sale (partial) Owner: Self | $1,001 - $15,000 | 05/09/2019 | 06/04/2019 | -56.4% vs SPY +137.2% | -55.3% vs SPY +142.2% | 20011793 |
TNC Tennant Company (TNC) | Purchase Owner: Self | $1,001 - $15,000 | 05/06/2019 | 06/04/2019 | +21.7% vs SPY -165.7% | +32.4% vs SPY -165.0% | 20011793 |
MITK Mitek Systems, Inc. (MITK) | Purchase Owner: Self | $1,001 - $15,000 | 05/02/2019 | 06/04/2019 | +64.7% vs SPY -124.3% | +82.5% vs SPY -115.0% | 20011793 |
SPSC SPS Commerce, Inc. (SPSC) | Purchase Owner: Self | $1,001 - $15,000 | 05/01/2019 | 06/04/2019 | +62.2% vs SPY -126.2% | +61.1% vs SPY -136.4% | 20011793 |
CERN Cerner Corporation (CERN) | Sale Owner: Self | $1,001 - $15,000 | 04/25/2018 | 05/03/2019 | n/a | n/a | 20011598 |
STT State Street Corporation (STT) | Sale Owner: Self | $1,001 - $15,000 | 04/22/2018 | 05/03/2019 | -113.8% vs SPY +108.1% | -220.5% vs SPY -33.1% | 20011598 |
FDX FedEx Corporation (FDX) | Sale Owner: Self | $1,001 - $15,000 | 04/17/2018 | 05/03/2019 | -81.4% vs SPY +136.2% | -143.3% vs SPY +44.1% | 20011598 |
HUBB Hubbell Inc (HUbb) | Sale Owner: Self | $1,001 - $15,000 | 04/10/2018 | 05/03/2019 | -345.8% vs SPY -122.2% | -301.4% vs SPY -114.0% | 20011598 |
RBC Regal beloit Corporation (RbC) | Sale Owner: Self | $1,001 - $15,000 | 04/01/2018 | 05/03/2019 | -345.0% vs SPY -111.8% | -272.9% vs SPY -85.5% | 20011598 |
Unmapped U.S. Treasury Note | Purchase Owner: Self | $15,001 - $50,000 | 03/18/2019 | 04/19/2019 | n/a | n/a | 20011504 |
ORBK orbotech Ltd. - ordinary Shares (oRbK) | Sale Owner: Self | $1,001 - $15,000 | 02/19/2019 | 03/12/2019 | n/a | n/a | 20011283 |
STT State Street Corporation (STT) | Sale Owner: Self | $1,001 - $15,000 | 01/18/2019 | 02/07/2019 | -201.4% vs SPY +15.8% | -211.6% vs SPY +0.9% | 20011107 |
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.