Rick Larsen
DHouse · WA-2
STOCK Act filings · simulated, not advice.
annual holdings (5)
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 · 05/30/2023 → 11/03/2026.
Simulated portfolio
+61.9%
SPY
+87.5%
vs SPY
-25.6%
Simulated portfolioSPYBuySell
Trades
94
Last traded
10/08/2026
Disclosed (est.)
$752K
File lag
11 days
| Asset | Type | Amount range | Traded | Filed | Trade → latest | Filed+1 → latest | Filing |
|---|---|---|---|---|---|---|---|
WSM Williams-Sonoma, Inc. Common Stock (WSM) | Purchase Owner: Self | $1,001 - $15,000 | 10/08/2026 | 10/12/2026 | +6.5% vs SPY +9.0% | +6.0% vs SPY +9.1% | 20035635 |
HD Home Depot, Inc. (HD) | Sale Owner: Self | $1,001 - $15,000 | 10/08/2026 | 10/12/2026 | -12.9% vs SPY -15.5% | -13.5% vs SPY -16.6% | 20035635 |
FDX FedEx Corporation Common Stock (FDX) | Sale Owner: Self | $1,001 - $15,000 | 10/08/2026 | 10/12/2026 | -9.0% vs SPY -11.5% | -9.4% vs SPY -12.5% | 20035635 |
ADI Analog Devices, Inc. - Common Stock (ADI) | Purchase Owner: Self | $1,001 - $15,000 | 10/08/2026 | 10/12/2026 | +3.4% vs SPY +5.9% | +1.2% vs SPY +4.3% | 20035635 |
SPGI S&P Global Inc. Common Stock (SPGI) | Sale Owner: Self | $1,001 - $15,000 | 07/08/2026 | 07/12/2026 | -8.4% vs SPY -7.0% | -6.7% vs SPY -5.7% | 20034977 |
MCK McKesson Corporation Common Stock (MCK) | Purchase Owner: Self | $1,001 - $15,000 | 07/08/2026 | 07/12/2026 | +22.2% vs SPY +20.8% | +23.2% vs SPY +22.3% | 20034977 |
APH Amphenol Corporation Common Stock (APH) | Purchase Owner: Self | $1,001 - $15,000 | 07/08/2026 | 07/12/2026 | +6.6% vs SPY +5.1% | +8.1% vs SPY +7.2% | 20034977 |
ABT Abbott Laboratories Common Stock (ABT) | Sale Owner: Self | $1,001 - $15,000 | 07/08/2026 | 07/12/2026 | -16.5% vs SPY -15.0% | -20.4% vs SPY -19.4% | 20034977 |
SNDA Sonida Senior Living, Inc. Common Stock (SNDA) purchased those assets in March. I directed placed in Fixed Income Mutual Funds-based report which mutual funds proceeds went | Sale Owner: Joint | $1,001 - $15,000 proceeds from the report in CY27 on | 04/07/2026 | 04/15/2026 | -6.3% vs SPY +8.7% | +3.9% vs SPY +12.0% | 20034351 |
PAYX Paychex, Inc. - Common Stock (PAYX) | Sale Owner: Self | $1,001 - $15,000 | 04/07/2026 | 04/15/2026 | -30.5% vs SPY -15.5% | -29.8% vs SPY -21.7% | 20034351 |
NEE NextEra Energy, Inc. Common Stock (NEE) | Purchase Owner: Self | $1,001 - $15,000 | 04/07/2026 | 04/15/2026 | -8.6% vs SPY -23.6% | -6.8% vs SPY -14.9% | 20034351 |
CASY Caseys General Stores, Inc. - Common Stock (CASY) | Purchase Owner: Self | $1,001 - $15,000 | 04/07/2026 | 04/15/2026 | -10.1% vs SPY -25.1% | -9.5% vs SPY -17.6% | 20034351 |
CARR Carrier Global Corporation Common Stock (CARR) | Purchase Owner: Self | $1,001 - $15,000 | 04/07/2026 | 04/15/2026 | +1.0% vs SPY -14.0% | -6.2% vs SPY -14.3% | 20034351 |
BR Broadridge Financial Solutions, Inc. Common Stock (BR) | Sale Owner: Self | $1,001 - $15,000 | 04/07/2026 | 04/15/2026 | -16.4% vs SPY -1.4% | -14.6% vs SPY -6.6% | 20034351 |
WAB Westinghouse Air Brake Technologies Corporation Common Stock (WAB) | Purchase Owner: Self | $1,001 - $15,000 | 04/07/2026 | 04/15/2026 | +14.2% vs SPY -0.8% | +14.5% vs SPY +6.4% | 20034351 |
AWK American Water Works Company, Inc. Common Stock (AWK) | Sale Owner: Self | $1,001 - $15,000 | 04/07/2026 | 04/15/2026 | -9.7% vs SPY +5.3% | -13.6% vs SPY -5.5% | 20034351 |
AXP American Express Company Common Stock (AXP) | Sale Owner: Self | $1,001 - $15,000 | 04/07/2026 | 04/15/2026 | -6.6% vs SPY +8.4% | -0.5% vs SPY +7.6% | 20034351 |
SNDA Sonida Senior Living, Inc. Common Stock (SNDA) purchased those assets in March. I directed | Exchange Owner: Joint | $1,001 - $15,000 Transaction on | 03/31/2026 | 04/15/2026 | n/a | n/a | 20034351 |
Unmapped CNL Healthcare Properties Inc (widely held) based company, purchased those assets in entry listed as an Exchange. | Exchange Owner: Joint | $1,001 - $15,000 conjunction with the | 03/31/2026 | 04/15/2026 | n/a | n/a | 20034351 |
WM Waste Management, Inc. Common Stock (WM) | Purchase Owner: Self | $1,001 - $15,000 | 01/07/2026 | 01/14/2026 | +10.0% vs SPY -0.2% | +8.1% vs SPY -1.7% | 20033814 |
VRSK Verisk Analytics, Inc. - Common Stock (VRSK) | Sale Owner: Self | $1,001 - $15,000 | 01/07/2026 | 01/14/2026 | +9.6% vs SPY +19.8% | +10.6% vs SPY +20.4% | 20033814 |
MDLZ Mondelez International, Inc. - Class A Common Stock (MDLZ) | Sale Owner: Self | $1,001 - $15,000 | 01/07/2026 | 01/14/2026 | -29.7% vs SPY -19.5% | -16.6% vs SPY -6.8% | 20033814 |
META Meta Platforms, Inc. - Class A Common Stock (META) | Purchase Owner: Self | $1,001 - $15,000 | 01/07/2026 | 01/14/2026 | -4.0% vs SPY -14.3% | +0.3% vs SPY -9.5% | 20033814 |
ESS Essex Property Trust, Inc. Common Stock (ESS) | Sale Owner: Self | $1,001 - $15,000 | 01/07/2026 | 01/14/2026 | -8.6% vs SPY +1.6% | -7.6% vs SPY +2.3% | 20033814 |
DRI Darden Restaurants, Inc. Common Stock (DRI) | Purchase Owner: Self | $1,001 - $15,000 | 01/07/2026 | 01/14/2026 | +13.3% vs SPY +3.1% | +4.8% vs SPY -5.0% | 20033814 |
ZTS Zoetis Inc. Class A Common Stock (ZTS) | Sale Owner: Self | $1,001 - $15,000 | 10/06/2025 | 10/16/2025 | +41.4% vs SPY +54.9% | +40.9% vs SPY +55.7% | 20032298 |
WMT Walmart Inc. Common Stock (WMT) | Purchase Owner: Self | $1,001 - $15,000 | 10/06/2025 | 10/16/2025 | +22.6% vs SPY +9.1% | +16.9% vs SPY +2.1% | 20032298 |
ODFL Old Dominion Freight Line, Inc. - Common Stock (ODFL) | Sale Owner: Self | $1,001 - $15,000 | 10/06/2025 | 10/16/2025 | -25.2% vs SPY -11.7% | -29.5% vs SPY -14.8% | 20032298 |
CL Colgate-Palmolive Company Common Stock (CL) | Sale Owner: Self | $1,001 - $15,000 | 10/06/2025 | 10/16/2025 | -27.3% vs SPY -13.7% | -23.8% vs SPY -9.0% | 20032298 |
AEP American Electric Power Company, Inc. (AEP) | Purchase Owner: Self | $1,001 - $15,000 | 10/06/2025 | 10/16/2025 | +15.8% vs SPY +2.2% | +13.9% vs SPY -0.8% | 20032298 |
ABT Abbott Laboratories Common Stock (ABT) | Purchase Owner: Self | $1,001 - $15,000 | 10/06/2025 | 10/16/2025 | -15.8% vs SPY -29.3% | -12.8% vs SPY -27.5% | 20032298 |
NEE NextEra Energy, Inc. Common Stock (NEE) | Sale Owner: Self | $1,001 - $15,000 | 04/09/2025 | 04/15/2025 | -30.4% vs SPY +9.4% | -34.3% vs SPY +11.6% | 20030158 |
AXP American Express Company Common Stock (AXP) | Purchase Owner: Self | $1,001 - $15,000 | 04/09/2025 | 04/15/2025 | +26.1% vs SPY -13.7% | +30.8% vs SPY -15.1% | 20030158 |
VRSK Verisk Analytics, Inc. - Common Stock (VRSK) | Purchase Owner: Self | $1,001 - $15,000 | 01/07/2025 | 01/14/2025 | -26.9% vs SPY -57.6% | -27.0% vs SPY -56.7% | 20026587 |
UNH UnitedHealth Group Incorporated Common Stock (UNH) | Sale Owner: Self | $1,001 - $15,000 | 01/07/2025 | 01/14/2025 | +17.8% vs SPY +48.5% | +22.2% vs SPY +52.0% | 20026587 |
GD General Dynamics Corporation Common Stock (GD) | Sale Owner: Self | $1,001 - $15,000 | 01/07/2025 | 01/14/2025 | -49.9% vs SPY -19.2% | -46.2% vs SPY -16.5% | 20026587 |
CMCSA Comcast Corporation - Class A Common Stock (CMCSA) | Sale Owner: Self | $1,001 - $15,000 | 01/07/2025 | 01/14/2025 | +25.7% vs SPY +56.4% | +25.0% vs SPY +54.7% | 20026587 |
CTAS Cintas Corporation - Common Stock (CTAS) | Purchase Owner: Self | $1,001 - $15,000 | 01/07/2025 | 01/14/2025 | +20.4% vs SPY -10.2% | +16.1% vs SPY -13.6% | 20026587 |
BR Broadridge Financial Solutions, Inc. Common Stock (BR) | Purchase Owner: Self | $1,001 - $15,000 | 01/07/2025 | 01/14/2025 | -16.0% vs SPY -46.7% | -16.6% vs SPY -46.4% | 20026587 |
BAH Booz Allen Hamilton Holding Corporation Common Stock (BAH) | Sale Owner: Self | $1,001 - $15,000 | 01/07/2025 | 01/14/2025 | +29.6% vs SPY +60.3% | +33.2% vs SPY +62.9% | 20026587 |
GOOGL Alphabet Inc. - Class A Common Stock (GOOGL) | Purchase Owner: Self | $1,001 - $15,000 | 01/07/2025 | 01/14/2025 | +44.1% vs SPY +13.4% | +44.0% vs SPY +14.3% | 20026587 |
WM Waste Management, Inc. Common Stock (WM) | Sale Owner: Self | $1,001 - $15,000 | 07/02/2024 | 07/17/2024 | -16.0% vs SPY +25.0% | -8.9% vs SPY +31.2% | 20025486 |
ODFL Old Dominion Freight Line, Inc. - Common Stock (ODFL) | Purchase Owner: Self | $1,001 - $15,000 | 07/02/2024 | 07/17/2024 | -1.1% vs SPY -42.1% | -7.8% vs SPY -47.9% | 20025486 |
HIG Hartford Financial Services Group, Inc. (HIG) | Sale Owner: Self | $1,001 - $15,000 | 07/02/2024 | 07/17/2024 | -40.2% vs SPY +0.8% | -33.4% vs SPY +6.6% | 20025486 |
Unmapped Goldman Sachs Group, Inc. (GS) | Purchase Owner: Self | $1,001 - $15,000 | 07/02/2024 | 07/17/2024 | n/a | n/a | 20025486 |
UPS United Parcel Service, Inc. Common Stock (UPS) | Sale Owner: Self | $1,001 - $15,000 | 04/04/2024 | 04/10/2024 | +15.5% vs SPY +66.9% | +15.0% vs SPY +64.9% | 20024842 |
FDX FedEx Corporation Common Stock (FDX) | Purchase Owner: Self | $1,001 - $15,000 | 04/04/2024 | 04/10/2024 | +50.6% vs SPY -0.7% | +52.5% vs SPY +2.6% | 20024842 |
ZTS Zoetis Inc. Class A (ZTS) | Purchase Owner: Self | $1,001 - $15,000 | 01/09/2024 | 01/19/2024 | -55.7% vs SPY -120.1% | -54.7% vs SPY -115.8% | 20024339 |
HSY The Hershey Company (HSY) | Sale Owner: Self | $1,001 - $15,000 | 01/09/2024 | 01/19/2024 | +5.7% vs SPY +70.1% | +3.3% vs SPY +64.4% | 20024339 |
CL Colgate-Palmolive Company (CL) | Purchase Owner: Self | $1,001 - $15,000 | 01/09/2024 | 01/19/2024 | +26.8% vs SPY -37.6% | +26.7% vs SPY -34.5% | 20024339 |
BMY Bristol-Myers Squibb Company (BMY) | Sale Owner: Self | $1,001 - $15,000 | 01/09/2024 | 01/19/2024 | -37.0% vs SPY +27.4% | -41.8% vs SPY +19.4% | 20024339 |
MDLZ Mondelez International, Inc. - Class A (MDLZ) | Purchase Owner: Self | $1,001 - $15,000 | 10/04/2023 | 10/11/2023 | +3.7% vs SPY -80.5% | +16.7% vs SPY -63.7% | 20023835 |
MDLZ Mondelez International, Inc. - Class A (MDLZ) | Purchase Owner: Self | $1,001 - $15,000 | 10/04/2023 | 10/11/2023 | +3.7% vs SPY -80.5% | +16.7% vs SPY -63.7% | 20023834 |
SPGI S&P Global Inc. (SPGI) contract | Purchase Owner: Self | $1,001 - $15,000 | 07/05/2023 | 07/17/2023 | +26.6% vs SPY -50.6% | +19.9% vs SPY -52.9% | 20023345 |
PNC PNC Financial Services Group, Inc. (PNC) contract | Sale Owner: Self | $1,001 - $15,000 | 07/05/2023 | 07/17/2023 | -107.2% vs SPY -30.1% | -98.5% vs SPY -25.6% | 20023345 |
PAYX Paychex, Inc. (PAYX) contract | Purchase Owner: Self | $1,001 - $15,000 | 07/05/2023 | 07/17/2023 | +15.4% vs SPY -61.7% | +6.7% vs SPY -66.2% | 20023345 |
MSI Motorola Solutions, Inc. (MSI) | Purchase Owner: Self | $1,001 - $15,000 | 07/05/2023 | 07/17/2023 | +73.7% vs SPY -3.4% | +75.0% vs SPY +2.1% | 20023345 |
MA Mastercard Incorporated (MA) contract | Purchase Owner: Self | $1,001 - $15,000 | 07/05/2023 | 07/17/2023 | +67.4% vs SPY -9.7% | +65.7% vs SPY -7.1% | 20023345 |
ELV Elevance Health, Inc. (ELV) contract | Sale Owner: Self | $1,001 - $15,000 | 07/05/2023 | 07/17/2023 | +1.5% vs SPY +78.6% | +1.6% vs SPY +74.5% | 20023345 |
ADI Analog Devices, Inc. (ADI) contract | Sale Owner: Self | $1,001 - $15,000 | 07/05/2023 | 07/17/2023 | -132.6% vs SPY -55.5% | -124.9% vs SPY -52.1% | 20023345 |
ALL Allstate Corporation (ALL) contract | Sale Owner: Self | $1,001 - $15,000 | 07/05/2023 | 07/17/2023 | -154.8% vs SPY -77.6% | -171.1% vs SPY -98.2% | 20023345 |
ESS Essex Property Trust, Inc. (ESS) to the account being one where i did not changed and am reporting per new guidance | Purchase Owner: Self | $1,001 - $15,000 PTRs. That guidance | 07/07/2022 | 06/24/2023 | +17.2% vs SPY -87.9% | +32.3% vs SPY -49.6% | 20023204 |
TJX TJX Companies, Inc. (TJX) to the account being one where i did not changed and am reporting per new guidance | Purchase Owner: Self | $1,001 - $15,000 PTRs. That guidance | 07/01/2021 | 05/31/2023 | +118.8% vs SPY +30.8% | +87.4% vs SPY +0.6% | 20023043 |
PXD Pioneer Natural Resources Company (PXD) to the account being one where i did not changed and am reporting per new guidance | Purchase Owner: Self | $1,001 - $15,000 PTRs. That guidance | 07/01/2021 | 05/31/2023 | n/a | n/a | 20023043 |
EOG EOG Resources, Inc. (EOG) to the account being one where i did not changed and am reporting per new guidance | Purchase Owner: Self | $1,001 - $15,000 PTRs. That guidance | 07/01/2021 | 05/31/2023 | +134.2% vs SPY +46.2% | +61.7% vs SPY -25.1% | 20023043 |
ALL Allstate Corporation (ALL) to the account being one where i did not changed and am reporting per new guidance | Purchase Owner: Self | $1,001 - $15,000 PTRs. That guidance | 07/01/2021 | 05/31/2023 | +123.0% vs SPY +35.0% | +156.7% vs SPY +69.9% | 20023043 |
GD General Dynamics Corporation (GD) the account being one where i did not control changed and am reporting per new guidance | Purchase Owner: Self | $1,001 - $15,000 That guidance has | 04/05/2023 | 05/26/2023 | +76.5% vs SPY -16.8% | +95.8% vs SPY +8.3% | 20000807 |
ELV Elevance Health, Inc. (ELV) the account being one where i did not control changed and am reporting per new guidance | Purchase Owner: Self | $1,001 - $15,000 That guidance has | 01/06/2023 | 05/26/2023 | -7.6% vs SPY -111.4% | -0.9% vs SPY -88.4% | 20000807 |
BLK BlackRock, Inc. (BLK) the account being one where i did not control changed and am reporting per new guidance | Sale Owner: Self | $1,001 - $15,000 That guidance has | 01/06/2023 | 05/26/2023 | -71.9% vs SPY +31.9% | -87.0% vs SPY +0.5% | 20000807 |
MMC Marsh & McLennan Companies, Inc. (MMC) the account being one where i did not control changed and am reporting per new guidance | Purchase Owner: Self | $1,001 - $15,000 That guidance has | 01/06/2023 | 05/26/2023 | n/a | n/a | 20000807 |
ABT Abbott Laboratories (ABT) the account being one where i did not control changed and am reporting per new guidance | Sale Owner: Self | $1,001 - $15,000 That guidance has | 01/06/2023 | 05/26/2023 | -5.8% vs SPY +98.0% | -15.8% vs SPY +71.8% | 20000807 |
BBY Best Buy Co., Inc. (BBY) the account being one where i did not control changed and am reporting per new guidance | Sale Owner: Self | $1,001 - $15,000 That guidance has | 10/05/2022 | 05/26/2023 | -67.8% vs SPY +42.9% | -51.7% vs SPY +35.8% | 20000807 |
HSY The Hershey Company (HSY) the account being one where i did not control changed and am reporting per new guidance | Purchase Owner: Self | $1,001 - $15,000 That guidance has | 10/05/2022 | 05/26/2023 | -17.1% vs SPY -127.8% | -28.2% vs SPY -115.7% | 20000807 |
TGT Target Corporation (TGT) the account being one where i did not control changed and am reporting per new guidance | Purchase Owner: Self | $1,001 - $15,000 That guidance has | 10/05/2022 | 05/26/2023 | +13.3% vs SPY -97.4% | +29.9% vs SPY -57.6% | 20000807 |
TXN Texas Instruments Incorporated (TXN) the account being one where i did not control changed and am reporting per new guidance | Sale Owner: Self | $1,001 - $15,000 That guidance has | 07/07/2022 | 05/26/2023 | -129.4% vs SPY -24.3% | -95.2% vs SPY -7.7% | 20000807 |
MRK Merck & Company, Inc. Common Stock (MRK) the account being one where i did not control changed and am reporting per new guidance | Purchase Owner: Self | $1,001 - $15,000 That guidance has | 07/07/2022 | 05/26/2023 | +76.5% vs SPY -28.6% | +47.2% vs SPY -40.3% | 20000807 |
AVB AvalonBay Communities, Inc. (AVB) the account being one where i did not control changed and am reporting per new guidance | Sale Owner: Self | $1,001 - $15,000 That guidance has | 07/06/2022 | 05/26/2023 | 0.0% vs SPY 0.0% | 0.0% vs SPY 0.0% | 20000807 |
UNH UnitedHealth Group Incorporated Common Stock (UNH) the account being one where i did not control changed and am reporting per new guidance | Purchase Owner: Self | $1,001 - $15,000 That guidance has | 01/06/2022 | 05/26/2023 | -6.0% vs SPY -77.8% | -9.5% vs SPY -97.0% | 20000807 |
SYK Stryker Corporation (SYK) the account being one where i did not control changed and am reporting per new guidance | Purchase Owner: Self | $1,001 - $15,000 That guidance has | 01/06/2022 | 05/26/2023 | +20.3% vs SPY -51.5% | +18.5% vs SPY -69.1% | 20000807 |
FAST Fastenal Company (FAST) the account being one where i did not control changed and am reporting per new guidance | Sale Owner: Self | $1,001 - $15,000 That guidance has | 01/06/2022 | 05/26/2023 | -90.8% vs SPY -19.0% | -107.1% vs SPY -19.6% | 20000807 |
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.