
Richard Dean Dr McCormick
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 · 08/14/2024 → 11/03/2026.
| Asset | Type | Amount range | Traded | Filed | Trade → latest | Filed+1 → latest | Filing |
|---|---|---|---|---|---|---|---|
BRK-B Berkshire Hathaway Inc. New Common Stock (BRK.B) | Purchase Owner: Self | $1,001 - $15,000 | 09/18/2026 | 10/14/2026 | +9.3% vs SPY +10.2% | +6.0% vs SPY +8.2% | 20035651 |
COST Costco Wholesale Corporation - Common Stock (COST) | Sale Owner: Self | $1,001 - $15,000 | 07/30/2026 | 08/14/2026 | -7.0% vs SPY -5.0% | -7.1% vs SPY -9.2% | 20035204 |
CSCO Cisco Systems, Inc. - Common Stock (CSCO) | Sale Owner: Self | $1,001 - $15,000 | 07/30/2026 | 08/14/2026 | +9.0% vs SPY +10.9% | +8.4% vs SPY +6.3% | 20035204 |
BLK BlackRock, Inc. Common Stock (BLK) | Sale Owner: Self | $1,001 - $15,000 | 07/30/2026 | 08/14/2026 | -6.3% vs SPY -4.3% | -1.8% vs SPY -3.9% | 20035204 |
BRK-B Berkshire Hathaway Inc. New Common Stock (BRK.B) | Purchase Owner: Self | $1,001 - $15,000 | 07/30/2026 | 08/14/2026 | +9.3% vs SPY +7.3% | +11.8% vs SPY +13.9% | 20035204 |
ADP Automatic Data Processing, Inc. - Common Stock (ADP) | Sale Owner: Self | $1,001 - $15,000 | 07/30/2026 | 08/14/2026 | -12.9% vs SPY -10.9% | -12.0% vs SPY -14.1% | 20035204 |
AAPL Apple Inc. - Common Stock (AAPL) | Sale Owner: Self | $1,001 - $15,000 | 07/30/2026 | 08/14/2026 | +0.4% vs SPY +2.3% | -8.6% vs SPY -10.7% | 20035204 |
ADI Analog Devices, Inc. - Common Stock (ADI) | Sale Owner: Self | $1,001 - $15,000 | 07/30/2026 | 08/14/2026 | -14.8% vs SPY -12.9% | -7.9% vs SPY -10.0% | 20035204 |
WMT Walmart Inc. - Common Stock (WMT) | Sale Owner: Self | $1,001 - $15,000 | 07/30/2026 | 08/14/2026 | -12.7% vs SPY -10.7% | -9.5% vs SPY -11.6% | 20035204 |
V Visa Inc. (V) | Sale Owner: Self | $1,001 - $15,000 | 07/30/2026 | 08/14/2026 | -15.0% vs SPY -13.0% | -17.2% vs SPY -19.3% | 20035204 |
UNH UnitedHealth Group Incorporated Common Stock (UNH) | Sale Owner: Self | $1,001 - $15,000 | 07/30/2026 | 08/14/2026 | +3.4% vs SPY +5.4% | -2.9% vs SPY -5.0% | 20035204 |
O Realty Income Corporation Common Stock (O) | Sale Owner: Self | $1,001 - $15,000 | 07/30/2026 | 08/14/2026 | +9.1% vs SPY +11.1% | +6.5% vs SPY +4.4% | 20035204 |
PG Procter & Gamble Company (PG) | Sale Owner: Self | $1,001 - $15,000 | 07/30/2026 | 08/14/2026 | -13.3% vs SPY -11.4% | -14.0% vs SPY -16.1% | 20035204 |
PEP Pepsico, Inc. (PEP) | Sale Owner: Self | $1,001 - $15,000 | 07/30/2026 | 08/14/2026 | +1.0% vs SPY +3.0% | -0.4% vs SPY -2.5% | 20035204 |
AWK American Water Works Company, Inc. Common Stock (AWK) | Sale Owner: Self | $1,001 - $15,000 | 07/30/2026 | 08/14/2026 | -7.7% vs SPY -5.8% | -9.0% vs SPY -11.1% | 20035204 |
NEE NextEra Energy, Inc. Common Stock (NEE) | Sale Owner: Self | $1,001 - $15,000 | 07/30/2026 | 08/14/2026 | +3.4% vs SPY +5.3% | +1.5% vs SPY -0.7% | 20035204 |
MSFT Microsoft Corporation - Common Stock (MSFT) | Sale Owner: Self | $1,001 - $15,000 | 07/30/2026 | 08/14/2026 | -15.7% vs SPY -13.8% | -8.7% vs SPY -10.8% | 20035204 |
MDT Medtronic plc. Ordinary Shares (MDT) | Sale Owner: Self | $1,001 - $15,000 | 07/30/2026 | 08/14/2026 | -16.3% vs SPY -14.4% | -10.0% vs SPY -12.2% | 20035204 |
MCD McDonald's Corporation Common Stock (MCD) | Sale Owner: Self | $1,001 - $15,000 | 07/30/2026 | 08/14/2026 | +1.3% vs SPY +3.3% | +0.2% vs SPY -1.9% | 20035204 |
LHX L3Harris Technologies, Inc. Common Stock (LHX) | Sale Owner: Self | $1,001 - $15,000 | 07/30/2026 | 08/14/2026 | -2.6% vs SPY -0.7% | -0.2% vs SPY -2.4% | 20035204 |
JNJ Johnson & Johnson Common Stock (JNJ) | Sale Owner: Self | $1,001 - $15,000 | 07/30/2026 | 08/14/2026 | -4.6% vs SPY -2.6% | -1.9% vs SPY -4.1% | 20035204 |
ICE Intercontinental Exchange Inc. Common Stock (ICE) | Sale Owner: Self | $1,001 - $15,000 | 07/30/2026 | 08/14/2026 | -9.7% vs SPY -7.8% | -11.1% vs SPY -13.3% | 20035204 |
ITW Illinois Tool Works Inc. Common Stock (ITW) | Sale Owner: Self | $1,001 - $15,000 | 07/30/2026 | 08/14/2026 | -1.7% vs SPY +0.3% | -0.4% vs SPY -2.6% | 20035204 |
HD Home Depot, Inc. (HD) | Sale Owner: Self | $1,001 - $15,000 | 07/30/2026 | 08/14/2026 | -0.8% vs SPY +1.1% | +0.5% vs SPY -1.6% | 20035204 |
EMR Emerson Electric Company Common Stock (EMR) | Sale Owner: Self | $1,001 - $15,000 | 07/30/2026 | 08/14/2026 | -12.3% vs SPY -10.4% | -2.7% vs SPY -4.8% | 20035204 |
APD Air Products and Chemicals, Inc. Common Stock (APD) | Sale Owner: Self | $1,001 - $15,000 | 07/30/2026 | 08/14/2026 | -4.3% vs SPY -2.3% | -4.0% vs SPY -6.2% | 20035204 |
ABT Abbott Laboratories Common Stock (ABT) | Sale Owner: Self | $1,001 - $15,000 | 07/30/2026 | 08/14/2026 | -4.2% vs SPY -2.3% | +0.3% vs SPY -1.9% | 20035204 |
LHX L3Harris Technologies, Inc. Common Stock (LHX) | Purchase Owner: Self | $1,001 - $15,000 | 06/12/2026 | 07/09/2026 | -9.4% vs SPY -11.6% | -4.0% vs SPY -4.2% | 20034954 |
IMCB Ishares Morningstar ETF Mid Cap (IMCB) | Sale (partial) Owner: Self | $1,001 - $15,000 | 06/12/2026 | 07/09/2026 | -3.8% vs SPY -1.6% | -1.3% vs SPY -1.1% | 20034954 |
ICE Intercontinental Exchange Inc. Common Stock (ICE) | Purchase Owner: Self | $1,001 - $15,000 | 06/12/2026 | 07/09/2026 | +22.5% vs SPY +20.3% | +26.8% vs SPY +26.6% | 20034954 |
CSCO Cisco Systems, Inc. - Common Stock (CSCO) | Sale (partial) Owner: Self | $1,001 - $15,000 | 06/12/2026 | 07/09/2026 | +14.3% vs SPY +16.5% | +14.8% vs SPY +15.0% | 20034954 |
CSCO Cisco Systems, Inc. - Common Stock (CSCO) | Sale (partial) Owner: Self | $1,001 - $15,000 | 06/12/2026 | 07/09/2026 | +14.3% vs SPY +16.5% | +14.8% vs SPY +15.0% | 20034954 |
BLK BlackRock, Inc. Common Stock (BLK) | Sale (partial) Owner: Self | $1,001 - $15,000 | 06/12/2026 | 07/09/2026 | -13.1% vs SPY -10.9% | -12.7% vs SPY -12.5% | 20034954 |
ADI Analog Devices, Inc. - Common Stock (ADI) | Sale (partial) Owner: Self | $1,001 - $15,000 | 06/12/2026 | 07/09/2026 | -0.8% vs SPY +1.4% | -6.4% vs SPY -6.3% | 20034954 |
ADI Analog Devices, Inc. - Common Stock (ADI) | Sale (partial) Owner: Self | $1,001 - $15,000 | 06/12/2026 | 07/09/2026 | -0.8% vs SPY +1.4% | -6.4% vs SPY -6.3% | 20034954 |
MGK Vanguard Mega Cap Growth ETF (MGK) | Sale (partial) Owner: Self | $1,001 - $15,000 | 06/12/2026 | 07/09/2026 | +0.3% vs SPY +2.5% | +2.9% vs SPY +3.0% | 20034954 |
Unmapped Vanguard Mega Cap Growth ETF | Sale (partial) Owner: Self | $1,001 - $15,000 | 06/12/2026 | 07/09/2026 | n/a | n/a | 20034954 |
UNH UnitedHealth Group Incorporated Common Stock (UNH) | Sale (partial) Owner: Self | $1,001 - $15,000 | 06/12/2026 | 07/09/2026 | -0.2% vs SPY +2.0% | +4.2% vs SPY +4.3% | 20034954 |
UNH UnitedHealth Group Incorporated Common Stock (UNH) | Sale (partial) Owner: Self | $1,001 - $15,000 | 06/12/2026 | 07/09/2026 | -0.2% vs SPY +2.0% | +4.2% vs SPY +4.3% | 20034954 |
SPSM State Street SPDR ETF Portfolio S&P 600 Small (SPSM) | Sale (partial) Owner: Self | $1,001 - $15,000 | 06/12/2026 | 07/09/2026 | +1.2% vs SPY +3.4% | +2.7% vs SPY +2.9% | 20034954 |
LHX L3Harris Technologies, Inc. Common Stock (LHX) | Purchase Owner: Self | $1,001 - $15,000 | 06/12/2026 | 07/09/2026 | -9.4% vs SPY -11.6% | -4.0% vs SPY -4.2% | 20034954 |
ABT Abbott Laboratories Common Stock (ABT) | Purchase Owner: Self | $1,001 - $15,000 | 06/12/2026 | 07/09/2026 | +25.7% vs SPY +23.5% | +18.0% vs SPY +17.9% | 20034954 |
ABT Abbott Laboratories Common Stock (ABT) | Purchase Owner: Self | $1,001 - $15,000 | 06/12/2026 | 07/09/2026 | +25.7% vs SPY +23.5% | +18.0% vs SPY +17.9% | 20034954 |
AMT American Tower Corporation (AMT) | Sale Owner: Self | $1,001 - $15,000 | 04/17/2026 | 05/12/2026 | -4.8% vs SPY +2.0% | -9.9% vs SPY -7.8% | 20034542 |
JNJ Johnson & Johnson Common Stock (JNJ) | Sale (partial) Owner: Self | $1,001 - $15,000 | 03/19/2026 | 04/07/2026 | -13.2% vs SPY +2.0% | -11.5% vs SPY +0.7% | 20033648 |
JNJ Johnson & Johnson Common Stock (JNJ) | Sale (partial) Owner: Self | $1,001 - $15,000 | 03/19/2026 | 04/07/2026 | -13.2% vs SPY +2.0% | -11.5% vs SPY +0.7% | 20033648 |
HD Home Depot, Inc. (HD) | Purchase Owner: Self | $1,001 - $15,000 | 03/19/2026 | 04/07/2026 | +3.2% vs SPY -12.0% | +0.7% vs SPY -11.4% | 20033648 |
HD Home Depot, Inc. (HD) | Purchase Owner: Self | $1,001 - $15,000 | 03/19/2026 | 04/07/2026 | +3.2% vs SPY -12.0% | +0.7% vs SPY -11.4% | 20033648 |
BLK BlackRock, Inc. Common Stock (BLK) | Purchase Owner: Self | $1,001 - $15,000 | 03/19/2026 | 04/07/2026 | +21.1% vs SPY +5.8% | +17.2% vs SPY +5.1% | 20033648 |
ADP Automatic Data Processing, Inc. - Common Stock (ADP) | Purchase Owner: Self | $1,001 - $15,000 | 03/19/2026 | 04/07/2026 | +42.5% vs SPY +27.3% | +49.5% vs SPY +37.3% | 20033648 |
ADP Automatic Data Processing, Inc. - Common Stock (ADP) | Sale (partial) Owner: Self | $1,001 - $15,000 | 03/19/2026 | 04/07/2026 | -42.5% vs SPY -27.3% | -49.5% vs SPY -37.3% | 20033648 |
ADI Analog Devices, Inc. - Common Stock (ADI) | Sale (partial) Owner: Self | $1,001 - $15,000 | 03/19/2026 | 04/07/2026 | -36.0% vs SPY -20.8% | -22.0% vs SPY -9.8% | 20033648 |
MGK Vanguard Mega Cap Growth ETF (MGK) | Purchase Owner: Self | $1,001 - $15,000 | 03/19/2026 | 04/07/2026 | +14.9% vs SPY -0.3% | +12.8% vs SPY +0.7% | 20033648 |
MGK Vanguard Mega Cap Growth ETF (MGK) | Purchase Owner: Self | $1,001 - $15,000 | 03/19/2026 | 04/07/2026 | +14.9% vs SPY -0.3% | +12.8% vs SPY +0.7% | 20033648 |
UNH UnitedHealth Group Incorporated Common Stock (UNH) | Purchase Owner: Self | $1,001 - $15,000 | 03/19/2026 | 04/07/2026 | +45.9% vs SPY +30.7% | +33.8% vs SPY +21.6% | 20033648 |
Unmapped UnitedHealth Group Incorporated | Purchase Owner: Self | $1,001 - $15,000 | 03/19/2026 | 04/07/2026 | n/a | n/a | 20033648 |
NEE NextEra Energy, Inc. Common Stock (NEE) | Sale (partial) Owner: Self | $1,001 - $15,000 | 03/19/2026 | 04/07/2026 | +7.4% vs SPY +22.6% | +9.1% vs SPY +21.3% | 20033648 |
MSFT Microsoft Corporation - Common Stock (MSFT) | Purchase Owner: Self | $1,001 - $15,000 | 03/19/2026 | 04/07/2026 | +34.5% vs SPY +19.2% | +39.7% vs SPY +27.6% | 20033648 |
MSFT Microsoft Corporation - Common Stock (MSFT) | Purchase Owner: Self | $1,001 - $15,000 | 03/19/2026 | 04/07/2026 | +34.5% vs SPY +19.2% | +39.7% vs SPY +27.6% | 20033648 |
LHX L3Harris Technologies, Inc. Common Stock (LHX) | Sale (partial) Owner: Self | $1,001 - $15,000 | 03/19/2026 | 04/07/2026 | +23.0% vs SPY +38.2% | +22.6% vs SPY +34.8% | 20033648 |
LHX L3Harris Technologies, Inc. Common Stock (LHX) | Sale (partial) Owner: Self | $1,001 - $15,000 | 03/19/2026 | 04/07/2026 | +23.0% vs SPY +38.2% | +22.6% vs SPY +34.8% | 20033648 |
ADI Analog Devices, Inc. - Common Stock (ADI) | Sale (partial) Owner: Self | $1,001 - $15,000 | 03/19/2026 | 04/07/2026 | -36.0% vs SPY -20.8% | -22.0% vs SPY -9.8% | 20033648 |
ABT Abbott Laboratories Common Stock (ABT) | Purchase Owner: Self | $1,001 - $15,000 | 03/19/2026 | 04/07/2026 | +4.1% vs SPY -11.2% | +7.7% vs SPY -4.4% | 20033648 |
BILL US Treasury Bill | Purchase Owner: Self | $100,001 - $250,000 | 12/12/2025 | 04/07/2026 | -8.7% vs SPY -20.5% | +30.8% vs SPY +18.7% | 20033648 |
COST Costco Wholesale Corporation - Common Stock (COST) | Purchase Owner: Self | $1,001 - $15,000 | 11/05/2025 | 12/09/2025 | +9.7% vs SPY -2.9% | +17.3% vs SPY +6.4% | 20033610 |
CSCO Cisco Systems, Inc. - Common Stock (CSCO) | Purchase Owner: Self | $1,001 - $15,000 | 11/05/2025 | 12/09/2025 | +45.5% vs SPY +32.9% | +30.7% vs SPY +19.8% | 20033610 |
BLK BlackRock, Inc. Common Stock (BLK) | Purchase Owner: Self | $1,001 - $15,000 | 11/05/2025 | 12/09/2025 | +10.5% vs SPY -2.0% | +9.0% vs SPY -1.9% | 20033610 |
BRK-B Berkshire Hathaway Inc. New Common Stock (BRK.B) | Purchase Owner: Self | $1,001 - $15,000 | 11/05/2025 | 12/09/2025 | +14.0% vs SPY +1.4% | +13.6% vs SPY +2.7% | 20033610 |
ADP Automatic Data Processing, Inc. - Common Stock (ADP) | Purchase Owner: Self | $1,001 - $15,000 | 11/05/2025 | 12/09/2025 | +17.3% vs SPY +4.8% | +17.5% vs SPY +6.6% | 20033610 |
AAPL Apple Inc. - Common Stock (AAPL) | Purchase Owner: Self | $1,001 - $15,000 | 11/05/2025 | 12/09/2025 | +23.3% vs SPY +10.8% | +19.4% vs SPY +8.5% | 20033610 |
ADI Analog Devices, Inc. - Common Stock (ADI) | Purchase Owner: Self | $1,001 - $15,000 | 11/05/2025 | 12/09/2025 | +80.1% vs SPY +67.6% | +50.4% vs SPY +39.5% | 20033610 |
WMT Walmart Inc. Common Stock (WMT) | Purchase Owner: Self | $1,001 - $15,000 | 11/05/2025 | 12/09/2025 | +24.1% vs SPY +11.6% | +11.2% vs SPY +0.4% | 20033610 |
V Visa Inc. (V) | Purchase Owner: Self | $1,001 - $15,000 | 11/05/2025 | 12/09/2025 | +24.6% vs SPY +12.1% | +29.8% vs SPY +18.9% | 20033610 |
UNH UnitedHealth Group Incorporated Common Stock (UNH) | Purchase Owner: Self | $1,001 - $15,000 | 11/05/2025 | 12/09/2025 | +26.7% vs SPY +14.2% | +25.6% vs SPY +14.7% | 20033610 |
O Realty Income Corporation Common Stock (O) | Purchase Owner: Self | $1,001 - $15,000 | 11/05/2025 | 12/09/2025 | +8.1% vs SPY -4.4% | +6.6% vs SPY -4.3% | 20033610 |
PG Procter & Gamble Company (PG) | Purchase Owner: Self | $1,001 - $15,000 | 11/05/2025 | 12/09/2025 | +14.4% vs SPY +1.9% | +19.3% vs SPY +8.4% | 20033610 |
PEP Pepsico, Inc. (PEP) | Purchase Owner: Self | $1,001 - $15,000 | 11/05/2025 | 12/09/2025 | -0.0% vs SPY -12.6% | -5.5% vs SPY -16.4% | 20033610 |
AWK American Water Works Company, Inc. Common Stock (AWK) | Purchase Owner: Self | $1,001 - $15,000 | 11/05/2025 | 12/09/2025 | +14.8% vs SPY +2.3% | +16.1% vs SPY +5.2% | 20033610 |
NEE NextEra Energy, Inc. Common Stock (NEE) | Purchase Owner: Self | $1,001 - $15,000 | 11/05/2025 | 12/09/2025 | +5.6% vs SPY -6.9% | +6.0% vs SPY -4.9% | 20033610 |
MSFT Microsoft Corporation - Common Stock (MSFT) | Purchase Owner: Self | $1,001 - $15,000 | 11/05/2025 | 12/09/2025 | +3.6% vs SPY -9.0% | +9.6% vs SPY -1.3% | 20033610 |
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.