Ritchie John Torres
DHouse · NY-15
STOCK Act filings · simulated, not advice.
annual holdings (2)
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 · 08/14/2025 → 11/03/2026.
Simulated portfolio
+14.6%
SPY
+18.6%
vs SPY
-4.0%
Simulated portfolioSPYBuySell
Trades
157
Last traded
07/11/2025
Disclosed (est.)
$1.3M
File lag
225 days
| Asset | Type | Amount range | Traded | Filed | Trade → latest | Filed+1 → latest | Filing |
|---|---|---|---|---|---|---|---|
MCK McKesson Corporation Common Stock (MCK) which I have no authority to exercise control the portfolio are widely diversified, and my input or direction. | Purchase Owner: Self | $1,001 - $15,000 by the portfolio. The independent manager, | 01/07/2025 | 07/08/2026 | +72.0% vs SPY +41.4% | +26.2% vs SPY +25.6% | 20034224 |
PPL PPL Corporation Common Stock (PPL) have no authority to exercise control over are widely diversified, and all investment direction. | Sale Owner: Self | $1,001 - $15,000 The assets of without my input | 07/11/2025 | 08/20/2025 | -8.4% vs SPY +14.2% | -1.2% vs SPY +19.1% | 20030930 |
PEP Pepsico, Inc. (PEP) have no authority to exercise control over are widely diversified, and all investment direction. | Sale Owner: Self | $1,001 - $15,000 The assets of without my input | 07/11/2025 | 08/20/2025 | -6.6% vs SPY +16.0% | +3.2% vs SPY +23.5% | 20030930 |
OTIS Otis Worldwide Corporation Common Stock (OTIS) | Sale Owner: Self | $1,001 - $15,000 | 07/11/2025 | 08/20/2025 | +20.7% vs SPY +43.3% | +10.4% vs SPY +30.7% | 20030930 |
OTIS Otis Worldwide Corporation Common Stock (OTIS) have no authority to exercise control over are widely diversified, and all investment direction. | Sale Owner: Self | $1,001 - $15,000 The assets of without my input | 07/11/2025 | 08/20/2025 | +20.7% vs SPY +43.3% | +10.4% vs SPY +30.7% | 20030930 |
ORCL Oracle Corporation Common Stock (ORCL) | Sale Owner: Self | $1,001 - $15,000 | 07/11/2025 | 08/20/2025 | +44.4% vs SPY +67.0% | +45.1% vs SPY +65.4% | 20030930 |
OKE ONEOK, Inc. Common Stock (OKE) | Sale Owner: Self | $1,001 - $15,000 | 07/11/2025 | 08/20/2025 | -22.0% vs SPY +0.6% | -32.4% vs SPY -12.1% | 20030930 |
NOC Northrop Grumman Corporation Common Stock (NOC) have no authority to exercise control over are widely diversified, and all investment direction. | Sale Owner: Self | $1,001 - $15,000 The assets of without my input | 07/11/2025 | 08/20/2025 | -9.1% vs SPY +13.5% | +6.0% vs SPY +26.3% | 20030930 |
NEE NextEra Energy, Inc. Common Stock (NEE) have no authority to exercise control over are widely diversified, and all investment direction. | Sale Owner: Self | $1,001 - $15,000 The assets of without my input | 07/11/2025 | 08/20/2025 | -17.5% vs SPY +5.1% | -14.9% vs SPY +5.4% | 20030930 |
MS Morgan Stanley Common Stock (MS) have no authority to exercise control over are widely diversified, and all investment direction. | Sale Owner: Self | $1,001 - $15,000 The assets of without my input | 07/11/2025 | 08/20/2025 | -35.5% vs SPY -12.9% | -32.9% vs SPY -12.6% | 20030930 |
AMT American Tower Corporation (AMT) have no authority to exercise control over are widely diversified, and all investment direction. | Sale Owner: Self | $1,001 - $15,000 The assets of without my input | 07/11/2025 | 08/20/2025 | +10.3% vs SPY +32.9% | +6.2% vs SPY +26.6% | 20030930 |
MSFT Microsoft Corporation - Common Stock (MSFT) have no authority to exercise control over are widely diversified, and all investment direction. | Sale Owner: Self | $1,001 - $15,000 The assets of without my input | 07/11/2025 | 08/20/2025 | -4.5% vs SPY +18.1% | -4.2% vs SPY +16.1% | 20030930 |
MET MetLife, Inc. Common Stock (MET) have no authority to exercise control over are widely diversified, and all investment direction. | Sale Owner: Self | $1,001 - $15,000 The assets of without my input | 07/11/2025 | 08/20/2025 | -35.1% vs SPY -12.5% | -31.4% vs SPY -11.1% | 20030930 |
META Meta Platforms, Inc. - Class A Common Stock (META) have no authority to exercise control over are widely diversified, and all investment direction. | Sale Owner: Self | $1,001 - $15,000 The assets of without my input | 07/11/2025 | 08/20/2025 | +13.1% vs SPY +35.7% | +15.6% vs SPY +35.9% | 20030930 |
MRK Merck & Company, Inc. Common Stock (MRK) have no authority to exercise control over are widely diversified, and all investment direction. | Sale Owner: Self | $1,001 - $15,000 The assets of without my input | 07/11/2025 | 08/20/2025 | -80.4% vs SPY -57.8% | -74.7% vs SPY -54.4% | 20030930 |
MCK McKesson Corporation Common Stock (MCK) have no authority to exercise control over are widely diversified, and all investment direction. | Sale Owner: Self | $1,001 - $15,000 The assets of without my input | 07/11/2025 | 08/20/2025 | -41.6% vs SPY -19.0% | -42.3% vs SPY -22.0% | 20030930 |
MKC McCormick & Company, Incorporated Common Stock (MKC) have no authority to exercise control over are widely diversified, and all investment direction. | Sale Owner: Self | $1,001 - $15,000 The assets of without my input | 07/11/2025 | 08/20/2025 | +30.6% vs SPY +53.2% | +29.7% vs SPY +50.0% | 20030930 |
MRVL Marvell Technology, Inc. - Common Stock (MRVL) have no authority to exercise control over are widely diversified, and all investment direction. | Sale Owner: Self | $1,001 - $15,000 The assets of without my input | 07/11/2025 | 08/20/2025 | -137.1% vs SPY -114.5% | -142.1% vs SPY -121.8% | 20030930 |
LHX L3Harris Technologies, Inc. Common Stock (LHX) have no authority to exercise control over are widely diversified, and all investment | Sale Owner: Self | $1,001 - $15,000 The assets of without my input | 07/11/2025 | 08/20/2025 | -9.2% vs SPY +13.4% | -2.7% vs SPY +17.6% | 20030930 |
KMI Kinder Morgan, Inc. Common Stock (KMI) have no authority to exercise control over are widely diversified, and all investment direction. | Sale Owner: Self | $1,001 - $15,000 The assets of without my input | 07/11/2025 | 08/20/2025 | -25.2% vs SPY -2.6% | -28.6% vs SPY -8.3% | 20030930 |
JPM JP Morgan Chase & Co. Common Stock (JPM) have no authority to exercise control over are widely diversified, and all investment direction. | Sale Owner: Self | $1,001 - $15,000 The assets of without my input | 07/11/2025 | 08/20/2025 | -20.7% vs SPY +1.9% | -18.8% vs SPY +1.5% | 20030930 |
HD Home Depot, Inc. (HD) | Sale Owner: Self | $1,001 - $15,000 | 07/11/2025 | 08/20/2025 | +6.8% vs SPY +29.4% | +13.2% vs SPY +33.5% | 20030930 |
AMH American Homes 4 Rent Common Shares of Beneficial Interest (AMH) have no authority to exercise control over are widely diversified, and all investment direction. | Sale Owner: Self | $1,001 - $15,000 The assets of without my input | 07/11/2025 | 08/20/2025 | +7.3% vs SPY +29.9% | +5.9% vs SPY +26.2% | 20030930 |
HPE Hewlett Packard Enterprise Company Common Stock (HPE) have no authority to exercise control over are widely diversified, and all investment direction. | Sale Owner: Self | $1,001 - $15,000 The assets of without my input | 07/11/2025 | 08/20/2025 | -162.3% vs SPY -139.7% | -149.1% vs SPY -128.7% | 20030930 |
Unmapped Goldman Sachs Group, Inc. (GS) have no authority to exercise control over are widely diversified, and all investment direction. | Sale Owner: Self | $1,001 - $15,000 The assets of without my input | 07/11/2025 | 08/20/2025 | n/a | n/a | 20030930 |
FCX Freeport-McMoRan, Inc. Common Stock (FCX) have no authority to exercise control over are widely diversified, and all investment direction. | Sale Owner: Self | $1,001 - $15,000 The assets of without my input | 07/11/2025 | 08/20/2025 | -35.4% vs SPY -12.8% | -50.0% vs SPY -29.7% | 20030930 |
EQR Equity Residential Common Shares of Beneficial Interest (EQR) have no authority to exercise control over are widely diversified, and all investment direction. | Sale Owner: Self | $1,001 - $15,000 The assets of without my input | 07/11/2025 | 08/20/2025 | 0.0% vs SPY 0.0% | 0.0% vs SPY 0.0% | 20030930 |
ELS Equity Lifestyle Properties, Inc. Common Stock (ELS) have no authority to exercise control over are widely diversified, and all investment direction. | Sale Owner: Self | $1,001 - $15,000 The assets of without my input | 07/11/2025 | 08/20/2025 | -2.4% vs SPY +20.2% | -4.3% vs SPY +16.0% | 20030930 |
EQIX Equinix, Inc. - Common Stock (EQIX) have no authority to exercise control over are widely diversified, and all investment direction. | Sale Owner: Self | $1,001 - $15,000 The assets of without my input | 07/11/2025 | 08/20/2025 | -37.8% vs SPY -15.2% | -34.2% vs SPY -13.9% | 20030930 |
GOOGL Alphabet Inc. - Class A Common Stock (GOOGL) have no authority to exercise control over are widely diversified, and all investment direction. | Sale Owner: Self | $1,001 - $15,000 The assets of without my input | 07/11/2025 | 08/20/2025 | -56.0% vs SPY -33.3% | -40.7% vs SPY -20.4% | 20030930 |
EQT EQT Corporation Common Stock (EQT) have no authority to exercise control over are widely diversified, and all investment direction. | Sale Owner: Self | $1,001 - $15,000 The assets of without my input | 07/11/2025 | 08/20/2025 | +0.5% vs SPY +23.1% | -5.5% vs SPY +14.9% | 20030930 |
EMR Emerson Electric Company Common Stock (EMR) have no authority to exercise control over are widely diversified, and all investment direction. | Sale Owner: Self | $1,001 - $15,000 The assets of without my input | 07/11/2025 | 08/20/2025 | -21.1% vs SPY +1.5% | -29.9% vs SPY -9.6% | 20030930 |
ETN Eaton Corporation, PLC Ordinary Shares (ETN) have no authority to exercise control over are widely diversified, and all investment direction. | Sale Owner: Self | $1,001 - $15,000 The assets of without my input | 07/11/2025 | 08/20/2025 | -10.1% vs SPY +12.5% | -14.7% vs SPY +5.6% | 20030930 |
CL Colgate-Palmolive Company Common Stock (CL) have no authority to exercise control over are widely diversified, and all investment direction. | Sale Owner: Self | $1,001 - $15,000 The assets of without my input | 07/11/2025 | 08/20/2025 | -10.7% vs SPY +11.9% | -14.2% vs SPY +6.1% | 20030930 |
KO Coca-Cola Company (KO) have no authority to exercise control over are widely diversified, and all investment direction. | Sale Owner: Self | $1,001 - $15,000 The assets of without my input | 07/11/2025 | 08/20/2025 | -40.4% vs SPY -17.7% | -38.8% vs SPY -18.5% | 20030930 |
C Citigroup, Inc. Common Stock (C) have no authority to exercise control over are widely diversified, and all investment direction. | Sale Owner: Self | $1,001 - $15,000 The assets of without my input | 07/11/2025 | 08/20/2025 | -46.2% vs SPY -23.6% | -36.1% vs SPY -15.8% | 20030930 |
AVGO Broadcom Inc. - Common Stock (AVGO) have no authority to exercise control over are widely diversified, and all investment direction. | Sale Owner: Self | $1,001 - $15,000 The assets of without my input | 07/11/2025 | 08/20/2025 | -22.2% vs SPY +0.5% | -15.7% vs SPY +4.6% | 20030930 |
OWL Blue Owl Capital Inc. Class A Common Stock (OWL) have no authority to exercise control over are widely diversified, and all investment direction. | Sale Owner: Self | $1,001 - $15,000 The assets of without my input | 07/11/2025 | 08/20/2025 | +40.4% vs SPY +63.0% | +39.9% vs SPY +60.2% | 20030930 |
BX Blackstone Inc. Common Stock (BX) have no authority to exercise control over are widely diversified, and all investment direction. | Sale Owner: Self | $1,001 - $15,000 The assets of without my input | 07/11/2025 | 08/20/2025 | +22.9% vs SPY +45.5% | +24.0% vs SPY +44.3% | 20030930 |
BLK BlackRock, Inc. Common Stock (BLK) have no authority to exercise control over are widely diversified, and all investment direction. | Sale Owner: Self | $1,001 - $15,000 The assets of without my input | 07/11/2025 | 08/20/2025 | -8.2% vs SPY +14.4% | -6.0% vs SPY +14.3% | 20030930 |
BAC Bank of America Corporation Common Stock (BAC) have no authority to exercise control over are widely diversified, and all investment direction. | Sale Owner: Self | $1,001 - $15,000 The assets of without my input | 07/11/2025 | 08/20/2025 | -9.1% vs SPY +13.5% | -5.7% vs SPY +14.6% | 20030930 |
ASML ASML Holding N.V. - New York Registry Shares (ASML) have no authority to exercise control over are widely diversified, and all investment direction. | Sale Owner: Self | $1,001 - $15,000 The assets of without my input | 07/11/2025 | 08/20/2025 | -95.6% vs SPY -73.0% | -112.7% vs SPY -92.4% | 20030930 |
WMB Williams Companies, Inc. (WMB) have no authority to exercise control over are widely diversified, and all investment direction. | Sale Owner: Self | $1,001 - $15,000 The assets of without my input | 07/11/2025 | 08/20/2025 | -29.4% vs SPY -6.8% | -30.3% vs SPY -10.0% | 20030930 |
WCN Waste Connections, Inc. Common Shares (WCN) have no authority to exercise control over are widely diversified, and all investment direction. | Sale Owner: Self | $1,001 - $15,000 The assets of without my input | 07/11/2025 | 08/20/2025 | -2.6% vs SPY +20.0% | -0.7% vs SPY +19.6% | 20030930 |
WMT Walmart Inc. Common Stock (WMT) have no authority to exercise control over are widely diversified, and all investment direction. | Sale Owner: Self | $1,001 - $15,000 The assets of without my input | 07/11/2025 | 08/20/2025 | -33.7% vs SPY -11.1% | -28.5% vs SPY -8.2% | 20030930 |
VICI VICI Properties Inc. Common Stock (VICI) | Sale Owner: Self | $1,001 - $15,000 | 07/11/2025 | 08/20/2025 | +20.7% vs SPY +43.3% | +19.6% vs SPY +39.9% | 20030930 |
VZ Verizon Communications Inc. Common Stock (VZ) have no authority to exercise control over are widely diversified, and all investment direction. | Sale Owner: Self | $1,001 - $15,000 The assets of without my input | 07/11/2025 | 08/20/2025 | -17.9% vs SPY +4.7% | -9.0% vs SPY +11.3% | 20030930 |
Unmapped US Treasury Note 91282CNG2 have no authority to exercise control over are widely diversified, and all investment direction. | Sale Owner: Self | $1,001 - $15,000 The assets of without my input | 07/11/2025 | 08/20/2025 | n/a | n/a | 20030930 |
Unmapped US Treasury Note 91282CNE7 have no authority to exercise control over are widely diversified, and all investment direction. | Sale Owner: Self | $1,001 - $15,000 The assets of without my input | 07/11/2025 | 08/20/2025 | n/a | n/a | 20030930 |
Unmapped US Treasury Note 91282CMP3 | Sale Owner: Self | $1,001 - $15,000 | 07/11/2025 | 08/20/2025 | n/a | n/a | 20030930 |
Unmapped US Treasury Note 91282CHA2 | Sale Owner: Self | $1,001 - $15,000 | 07/11/2025 | 08/20/2025 | n/a | n/a | 20030930 |
Unmapped US Treasury Note 91282CGM7 have no authority to exercise control over are widely diversified, and all investment direction. | Sale Owner: Self | $1,001 - $15,000 The assets of without my input | 07/11/2025 | 08/20/2025 | n/a | n/a | 20030930 |
Unmapped US Treasury Note 91282CFY2 | Sale Owner: Self | $1,001 - $15,000 | 07/11/2025 | 08/20/2025 | n/a | n/a | 20030930 |
ARES Ares Management Corporation Class A Common Stock (ARES) have no authority to exercise control over are widely diversified, and all investment direction. | Sale Owner: Self | $1,001 - $15,000 The assets of without my input | 07/11/2025 | 08/20/2025 | +23.8% vs SPY +46.4% | +24.2% vs SPY +44.5% | 20030930 |
Unmapped US Treasury Note 91282CFF3 have no authority to exercise control over are widely diversified, and all investment direction. | Sale Owner: Self | $1,001 - $15,000 The assets of without my input | 07/11/2025 | 08/20/2025 | n/a | n/a | 20030930 |
Unmapped US Treasury Note 91282CAY75 have no authority to exercise control over are widely diversified, and all investment direction. | Sale Owner: Self | $1,001 - $15,000 The assets of without my input | 07/11/2025 | 08/20/2025 | n/a | n/a | 20030930 |
Unmapped US Treasury Note 91282CAE1 have no authority to exercise control over are widely diversified, and all investment direction. | Sale Owner: Self | $1,001 - $15,000 The assets of without my input | 07/11/2025 | 08/20/2025 | n/a | n/a | 20030930 |
Unmapped US Treasury Note 912828P46 have no authority to exercise control over are widely diversified, and all investment direction. | Sale Owner: Self | $1,001 - $15,000 The assets of without my input | 07/11/2025 | 08/20/2025 | n/a | n/a | 20030930 |
Unmapped US Treasury Note 9128284V9 have no authority to exercise control over are widely diversified, and all investment direction. | Sale Owner: Self | $1,001 - $15,000 The assets of without my input | 07/11/2025 | 08/20/2025 | n/a | n/a | 20030930 |
AAPL Apple Inc. - Common Stock (AAPL) have no authority to exercise control over are widely diversified, and all investment direction. | Sale Owner: Self | $1,001 - $15,000 The assets of without my input | 07/11/2025 | 08/20/2025 | -57.9% vs SPY -35.3% | -48.1% vs SPY -27.8% | 20030930 |
UNP Union Pacific Corporation Common Stock (UNP) have no authority to exercise control over are widely diversified, and all investment direction. | Sale Owner: Self | $1,001 - $15,000 The assets of without my input | 07/11/2025 | 08/20/2025 | -32.6% vs SPY -10.0% | -38.4% vs SPY -18.1% | 20030930 |
TMUS T-Mobile US, Inc. (TMUS) have no authority to exercise control over are widely diversified, and all investment direction. | Sale Owner: Self | $1,001 - $15,000 The assets of without my input | 07/11/2025 | 08/20/2025 | +30.5% vs SPY +53.1% | +38.7% vs SPY +59.0% | 20030930 |
TRP TC Energy Corporation Common Stock (TRP) have no authority to exercise control over are widely diversified, and all investment direction. | Sale Owner: Self | $1,001 - $15,000 The assets of without my input | 07/11/2025 | 08/20/2025 | -38.2% vs SPY -15.6% | -26.8% vs SPY -6.5% | 20030930 |
SHW Sherwin-Williams Company (SHW) have no authority to exercise control over are widely diversified, and all investment direction. | Sale Owner: Self | $1,001 - $15,000 The assets of without my input | 07/11/2025 | 08/20/2025 | +0.3% vs SPY +22.9% | +5.4% vs SPY +25.7% | 20030930 |
CRM Salesforce, Inc. Common Stock (CRM) have no authority to exercise control over are widely diversified, and all investment direction. | Sale Owner: Self | $1,001 - $15,000 The assets of without my input | 07/11/2025 | 08/20/2025 | +13.0% vs SPY +35.6% | +8.7% vs SPY +29.0% | 20030930 |
RHHBY ROCHE HOLDING LTD S/ADR (RHHBY) have no authority to exercise control over are widely diversified, and all investment direction. | Sale Owner: Self | $1,001 - $15,000 The assets of without my input | 07/11/2025 | 08/20/2025 | -50.8% vs SPY -28.2% | -50.9% vs SPY -30.6% | 20030930 |
QCOM QUALCOMM Incorporated - Common Stock (QCOM) have no authority to exercise control over are widely diversified, and all investment direction. | Sale Owner: Self | $1,001 - $15,000 The assets of without my input | 07/11/2025 | 08/20/2025 | -7.2% vs SPY +15.4% | -9.5% vs SPY +10.8% | 20030930 |
PG Procter & Gamble Company (PG) have no authority to exercise control over are widely diversified, and all investment direction. | Sale Owner: Self | $1,001 - $15,000 The assets of without my input | 07/11/2025 | 08/20/2025 | -7.7% vs SPY +14.9% | -5.8% vs SPY +14.5% | 20030930 |
APO Apollo Global Management, Inc. (APO) have no authority to exercise control over are widely diversified, and all investment direction. | Sale Owner: Self | $1,001 - $15,000 The assets of without my input | 07/11/2025 | 08/20/2025 | +21.3% vs SPY +43.9% | +13.9% vs SPY +34.2% | 20030930 |
ABBV AbbVie Inc. Common Stock (ABBV) have no authority to exercise control over are widely diversified, and all investment direction. | Sale Owner: Self | $1,001 - $15,000 The assets of without my input | 07/11/2025 | 08/20/2025 | -55.5% vs SPY -32.9% | -41.6% vs SPY -21.3% | 20030930 |
MRVL Marvell Technology, Inc. - Common Stock (MRVL) | Purchase Owner: Self | $1,001 - $15,000 | 06/06/2025 | 08/20/2025 | +152.4% vs SPY +124.4% | +142.1% vs SPY +121.8% | 20030930 |
Unmapped US Treasury Note 91282CMU26 have no authority to exercise control over are widely diversified, and all investment direction. | Purchase Owner: Self | $1,001 - $15,000 The assets of without my input | 06/06/2025 | 08/20/2025 | n/a | n/a | 20030930 |
Unmapped US Treasury Note 91282CLP40 have no authority to exercise control over are widely diversified, and all investment direction. | Sale Owner: Self | $1,001 - $15,000 The assets of without my input | 06/06/2025 | 08/20/2025 | n/a | n/a | 20030930 |
Unmapped US Treasury Note 91282CGC91 have no authority to exercise control over are widely diversified, and all investment direction. | Purchase Owner: Self | $1,001 - $15,000 The assets of without my input | 06/06/2025 | 08/20/2025 | n/a | n/a | 20030930 |
TRP TC Energy Corporation Common Stock (TRP) have no authority to exercise control over are widely diversified, and all investment direction. | Purchase Owner: Self | $1,001 - $15,000 The assets of without my input | 04/09/2025 | 08/20/2025 | +43.6% vs SPY +3.8% | +26.8% vs SPY +6.5% | 20030930 |
Unmapped US Treasury Note 91282CMP3 have no authority to exercise control over are widely diversified, and all investment direction. | Purchase Owner: Self | $1,001 - $15,000 The assets of without my input | 03/24/2025 | 08/20/2025 | n/a | n/a | 20030930 |
Unmapped US Treasury Note 91282CKY6 have no authority to exercise control over are widely diversified, and all investment direction. | Sale Owner: Self | $1,001 - $15,000 The assets of without my input | 03/24/2025 | 08/20/2025 | n/a | n/a | 20030930 |
HON Honeywell International Inc. (HON) have no authority to exercise control over are widely diversified, and all investment direction. | Sale Owner: Self | $1,001 - $15,000 The assets of without my input | 02/28/2025 | 08/20/2025 | -9.7% vs SPY +19.8% | -6.3% vs SPY +14.0% | 20030930 |
Unmapped US Treasury Note 91282CLP4 have no authority to exercise control over are widely diversified, and all investment direction. | Purchase Owner: Self | $1,001 - $15,000 The assets of without my input | 02/18/2025 | 08/20/2025 | n/a | n/a | 20030930 |
MKC McCormick & Company, Incorporated Common Stock (MKC) have no authority to exercise control over are widely diversified, and all investment direction. | Purchase Owner: Self | $1,001 - $15,000 The assets of without my input | 01/07/2025 | 08/20/2025 | -32.0% vs SPY -62.7% | -29.7% vs SPY -50.0% | 20030930 |
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.