Robert J. Wittman
RHouse · VA-1
STOCK Act filings · simulated, not advice.
annual holdings (14)
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
+105.4%
SPY
+389.6%
vs SPY
-284.3%
Simulated portfolioSPYBuySell
Trades
289
Last traded
06/30/2026
Disclosed (est.)
$2.6M
File lag
26 days
| Asset | Type | Amount range | Traded | Filed | Trade → latest | Filed+1 → latest | Filing |
|---|---|---|---|---|---|---|---|
CCI Crown Castle Inc. Common Stock (CCI) | Sale Owner: Self | $1,001 - $15,000 | 06/30/2026 | 07/10/2026 | -16.0% vs SPY -14.7% | -10.0% vs SPY -9.1% | 20034916 |
HIG Hartford Financial Services Group, Inc. (HIG) | Sale Owner: Self | $1,001 - $15,000 | 09/28/2023 | 10/19/2023 | -97.5% vs SPY -14.9% | -102.3% vs SPY -16.6% | 20023861 |
EOG EOG Resources, Inc. (EOG) | Sale Owner: Self | $1,001 - $15,000 | 09/28/2023 | 10/19/2023 | -34.2% vs SPY +48.3% | -29.6% vs SPY +56.1% | 20023861 |
CAT Caterpillar, Inc. (CAT) | Sale Owner: Self | $1,001 - $15,000 | 09/28/2023 | 10/19/2023 | -136.2% vs SPY -53.6% | -160.4% vs SPY -74.7% | 20023861 |
AAPL Apple Inc. (AAPL) | Sale Owner: Self | $1,001 - $15,000 | 09/28/2023 | 10/19/2023 | -97.1% vs SPY -14.5% | -94.6% vs SPY -8.9% | 20023861 |
AMZN Amazon.com, Inc. (AMZN) | Sale Owner: Self | $1,001 - $15,000 | 09/28/2023 | 10/19/2023 | -99.0% vs SPY -16.5% | -100.3% vs SPY -14.6% | 20023861 |
WMT Walmart Inc. (WMT) | Sale Owner: Self | $1,001 - $15,000 | 09/28/2023 | 10/19/2023 | -137.8% vs SPY -55.3% | -143.5% vs SPY -57.8% | 20023861 |
UNH UnitedHealth Group Incorporated Common Stock (UNH) | Sale Owner: Self | $1,001 - $15,000 | 09/28/2023 | 10/19/2023 | +15.6% vs SPY +98.1% | +18.3% vs SPY +104.0% | 20023861 |
PLD ProLogis, Inc. (PLD) | Sale Owner: Self | $1,001 - $15,000 | 09/28/2023 | 10/19/2023 | -26.8% vs SPY +55.7% | -38.8% vs SPY +46.9% | 20023861 |
MSFT Microsoft Corporation (MSFT) | Sale Owner: Self | $1,001 - $15,000 | 09/28/2023 | 10/19/2023 | -70.0% vs SPY +12.5% | -63.2% vs SPY +22.5% | 20023861 |
KMI Kinder Morgan, Inc. (KMI) | Sale Owner: Self | $1,001 - $15,000 | 09/28/2023 | 10/19/2023 | -130.1% vs SPY -47.6% | -125.8% vs SPY -40.1% | 20023861 |
JPM JP Morgan Chase & Co. (JPM) | Sale Owner: Self | $1,001 - $15,000 | 09/28/2023 | 10/19/2023 | -145.8% vs SPY -63.3% | -152.0% vs SPY -66.3% | 20023861 |
GOOG Alphabet Inc. - Class C Capital Stock (GOOG) | Sale Owner: Self | $1,001 - $15,000 | 09/28/2023 | 10/19/2023 | -111.0% vs SPY -28.5% | -105.4% vs SPY -19.7% | 20023861 |
ABBV AbbVie Inc. (ABBV) | Sale Owner: Self | $1,001 - $15,000 | 09/28/2023 | 10/19/2023 | -109.6% vs SPY -27.1% | -116.1% vs SPY -30.4% | 20023861 |
IFF International Flavors & Fragrances, Inc. (IFF) | Sale Owner: Self | $1,001 - $15,000 | 09/15/2023 | 10/19/2023 | -44.3% vs SPY +32.1% | -50.1% vs SPY +35.6% | 20023861 |
FIS Fidelity National Information Services, Inc. (FIS) | Sale Owner: Self | $1,001 - $15,000 | 09/15/2023 | 10/19/2023 | +25.7% vs SPY +102.1% | +16.1% vs SPY +101.8% | 20023861 |
AMT American Tower Corporation (AMT) | Purchase Owner: Self | $1,001 - $15,000 | 09/07/2023 | 10/19/2023 | +15.2% vs SPY -61.2% | +30.1% vs SPY -55.7% | 20023861 |
PSX Phillips 66 (PSX) | Sale Owner: Self | $1,001 - $15,000 | 08/17/2023 | 09/30/2023 | -164.3% vs SPY -84.4% | -152.2% vs SPY -69.2% | 20023757 |
PG Procter & Gamble Company (PG) | Purchase Owner: Self | $1,001 - $15,000 | 07/31/2023 | 09/30/2023 | +12.9% vs SPY -58.5% | +21.6% vs SPY -61.5% | 20023757 |
KMB Kimberly-Clark Corporation (KMB) | Sale Owner: Self | $1,001 - $15,000 | 07/31/2023 | 09/30/2023 | +7.6% vs SPY +79.0% | +0.7% vs SPY +83.7% | 20023757 |
UNP Union Pacific Corporation (UNP) | Sale (partial) Owner: Self | $1,001 - $15,000 | 07/27/2023 | 09/30/2023 | -40.5% vs SPY +33.0% | -60.0% vs SPY +23.1% | 20023757 |
ZTS Zoetis Inc. Class A (ZTS) | Purchase Owner: Self | $1,001 - $15,000 | 07/21/2023 | 09/30/2023 | -52.6% vs SPY -126.2% | -49.6% vs SPY -132.7% | 20023757 |
DG Dollar General Corporation (DG) | Sale Owner: Self | $1,001 - $15,000 | 07/21/2023 | 09/30/2023 | +16.3% vs SPY +89.9% | -34.8% vs SPY +48.2% | 20023757 |
SPGI S&P Global Inc. (SPGI) | Purchase Owner: Self | $1,001 - $15,000 | 06/13/2023 | 09/30/2023 | +29.5% vs SPY -50.9% | +37.6% vs SPY -45.4% | 20023757 |
CB Chubb Limited (CB) | Sale Owner: Self | $1,001 - $15,000 | 06/13/2023 | 09/30/2023 | -99.1% vs SPY -18.6% | -83.5% vs SPY -0.4% | 20023757 |
AVGO Broadcom Inc. (AVGO) | Sale (partial) Owner: Self | $1,001 - $15,000 | 06/13/2023 | 09/30/2023 | -307.5% vs SPY -227.0% | -310.9% vs SPY -227.9% | 20023757 |
ACN Accenture plc Class A Ordinary Shares (ACN) | Sale (partial) Owner: Self | $1,001 - $15,000 | 04/21/2023 | 09/30/2023 | +1.6% vs SPY +92.7% | +12.1% vs SPY +95.1% | 20023757 |
MA Mastercard Incorporated (MA) | Purchase Owner: Self | $1,001 - $15,000 | 12/07/2022 | 08/13/2023 | +90.8% vs SPY -11.3% | +65.5% vs SPY -9.6% | 20023474 |
ACN Accenture plc Class A Ordinary Shares (ACN) | Purchase Owner: Self | $1,001 - $15,000 | 10/08/2022 | 08/13/2023 | +6.8% vs SPY -113.9% | -13.1% vs SPY -88.2% | 20023474 |
TJX TJX Companies, Inc. (TJX) | Purchase Owner: Self | $1,001 - $15,000 | 07/15/2022 | 08/13/2023 | +141.2% vs SPY +34.1% | +66.0% vs SPY -9.2% | 20023474 |
PDM Piedmont Office Realty Trust, Inc. Class A (PDM) | Sale (partial) Owner: Self | $1,001 - $15,000 | 02/27/2022 | 08/13/2023 | +29.5% vs SPY +113.6% | -55.7% vs SPY +19.5% | 20023474 |
JPM JP Morgan Chase & Co. (JPM) | Purchase Owner: Self | $1,001 - $15,000 | 05/30/2023 | 06/09/2023 | +165.8% vs SPY +78.3% | +159.1% vs SPY +77.5% | 20023110 |
XOM Exxon Mobil Corporation (XOM) | Purchase Owner: Self | $1,001 - $15,000 | 04/20/2023 | 05/07/2023 | +72.2% vs SPY -19.1% | +82.5% vs SPY -8.4% | 20022746 |
CSCO Cisco Systems, Inc. (CSCO) | Sale Owner: Self | $1,001 - $15,000 | 04/20/2023 | 05/07/2023 | -142.0% vs SPY -50.7% | -143.3% vs SPY -52.4% | 20022746 |
Unmapped Vaneck Morningstar Intl Moat ETF | Purchase Owner: Self | $1,001 - $15,000 | 02/03/2023 | 03/05/2023 | n/a | n/a | 20022513 |
HI SPDR Bloomberg Short Term HI | Sale Owner: Self | $1,001 - $15,000 | 02/03/2023 | 03/05/2023 | n/a | n/a | 20022513 |
MSFT Microsoft Corporation (MSFT) | Sale (partial) Owner: Self | $1,001 - $15,000 | 02/03/2023 | 03/05/2023 | -107.8% vs SPY -16.0% | -108.5% vs SPY -12.9% | 20022513 |
Unmapped Ishares US Technology ETF | Sale (partial) Owner: Self | $1,001 - $15,000 | 02/03/2023 | 03/05/2023 | n/a | n/a | 20022513 |
Unmapped Ishares US Pharmaceuticals ETF | Purchase Owner: Self | $1,001 - $15,000 | 02/03/2023 | 03/05/2023 | n/a | n/a | 20022513 |
Unmapped Ishares MSCI Euro Financial | Purchase Owner: Self | $1,001 - $15,000 | 02/03/2023 | 03/05/2023 | n/a | n/a | 20022513 |
Unmapped Global X MSCI Norway ETF | Sale Owner: Self | $1,001 - $15,000 | 02/03/2023 | 03/05/2023 | n/a | n/a | 20022513 |
INST Harding Loevner Intl Eqty Inst | Purchase Owner: Self | $1,001 - $15,000 | 01/20/2023 | 02/15/2023 | n/a | n/a | 20022437 |
BAX Baxter International Inc. (BAX) | Sale Owner: Self | $1,001 - $15,000 | 01/20/2023 | 02/15/2023 | +37.3% vs SPY +137.0% | +30.8% vs SPY +124.5% | 20022437 |
Unmapped Vanguard Total Intl Bond ETF | Sale Owner: Self | $15,001 - $50,000 | 01/17/2023 | 02/15/2023 | n/a | n/a | 20022437 |
Unmapped Vanguard Total Bond Market | Sale Owner: Self | $15,001 - $50,000 | 01/17/2023 | 02/15/2023 | n/a | n/a | 20022437 |
I Metropolitan West Tot Ret Bd I | Purchase Owner: Self | $15,001 - $50,000 | 01/17/2023 | 02/15/2023 | n/a | n/a | 20022437 |
ADV AB Global Bond Adv | Purchase Owner: Self | $15,001 - $50,000 | 01/17/2023 | 02/15/2023 | -48.6% vs SPY -147.5% | -55.0% vs SPY -148.7% | 20022437 |
OPP Virtus Vontobel Foreign Opp | Sale Owner: Self | $15,001 - $50,000 | 01/04/2023 | 02/15/2023 | -38.1% vs SPY +68.0% | -35.2% vs SPY +58.5% | 20022437 |
USA Ishares Edge MSCI Min Vol USA | Sale (partial) Owner: Self | $1,001 - $15,000 | 01/04/2023 | 02/15/2023 | -50.2% vs SPY +55.9% | -36.4% vs SPY +57.3% | 20022437 |
INST Harding Loevner Intl Eqty Inst | Purchase Owner: Self | $15,001 - $50,000 | 01/04/2023 | 02/15/2023 | n/a | n/a | 20022437 |
ELV Elevance Health, Inc. (ELV) | Sale (partial) Owner: Self | $1,001 - $15,000 | 01/03/2023 | 02/15/2023 | +12.5% vs SPY +120.2% | +9.8% vs SPY +103.5% | 20022437 |
MA Mastercard Incorporated (MA) | Purchase Owner: Self | $1,001 - $15,000 | 12/07/2023 | 01/05/2023 | +59.5% vs SPY -11.2% | +80.0% vs SPY -23.8% | 20022227 |
Unmapped Vanguard Total Inl Bond ETF | Purchase Owner: Self | $1,001 - $15,000 | 12/21/2022 | 01/05/2023 | n/a | n/a | 20022227 |
Unmapped Vanguard Total Bond Market ETF | Purchase Owner: Self | $1,001 - $15,000 | 12/21/2022 | 01/05/2023 | n/a | n/a | 20022227 |
MCD McDonald's Corporation (MCD) | Sale (partial) Owner: Self | $1,001 - $15,000 | 12/21/2022 | 01/05/2023 | -7.2% vs SPY +97.6% | -6.7% vs SPY +97.1% | 20022227 |
DG Dollar General Corporation (DG) | Purchase Owner: Self | $1,001 - $15,000 | 12/21/2022 | 01/05/2023 | -42.3% vs SPY -147.1% | -43.4% vs SPY -147.1% | 20022227 |
Unmapped Vanguard Total Intl Bond ETF | Purchase Owner: Self | $1,001 - $15,000 | 12/14/2022 | 01/05/2023 | n/a | n/a | 20022227 |
Unmapped Vanguard Total Bond Market ETF | Purchase Owner: Self | $1,001 - $15,000 | 12/14/2022 | 01/05/2023 | n/a | n/a | 20022227 |
I Metropolitan West Tot Ret Bd I | Sale (partial) Owner: Self | $1,001 - $15,000 | 12/14/2022 | 01/05/2023 | n/a | n/a | 20022227 |
ADV AB Global Bond Adv | Sale (partial) Owner: Self | $1,001 - $15,000 | 12/14/2022 | 01/05/2023 | +44.5% vs SPY +143.4% | +45.5% vs SPY +149.3% | 20022227 |
CMCSA Comcast Corporation - Class A (CMCSA) | Purchase Owner: Self | $1,001 - $15,000 | 12/07/2022 | 01/05/2023 | -15.4% vs SPY -117.5% | -23.3% vs SPY -127.1% | 20022227 |
I MSIF Growth I | Sale Owner: Self | $1,001 - $15,000 | 11/18/2022 | 12/08/2022 | n/a | n/a | 20022101 |
AMZN Amazon.com, Inc. (AMZN) | Purchase Owner: Self | $1,001 - $15,000 | 11/18/2022 | 12/08/2022 | +166.3% vs SPY +65.7% | +181.4% vs SPY +79.4% | 20022101 |
Unmapped iShares MSCI EAFE Val ETF | Purchase Owner: Self | $1,001 - $15,000 | 11/17/2022 | 12/08/2022 | n/a | n/a | 20022101 |
E iShares Core S&P Small Cap E | Purchase Owner: Self | $1,001 - $15,000 | 11/17/2022 | 12/08/2022 | +146.5% vs SPY +44.9% | +154.3% vs SPY +52.3% | 20022101 |
Unmapped Ishares 20+yr Treasu Bond ETF | Sale Owner: Self | $1,001 - $15,000 | 11/17/2022 | 12/08/2022 | n/a | n/a | 20022101 |
Unmapped iShares 10+ Year Investment | Purchase Owner: Self | $1,001 - $15,000 | 11/17/2022 | 12/08/2022 | n/a | n/a | 20022101 |
EAFE ISHA Curr Hedged MSCI EAFE | Sale Owner: Self | $1,001 - $15,000 | 11/17/2022 | 12/08/2022 | n/a | n/a | 20022101 |
Unmapped Invesco QQQ Trust Series 1 | Sale (partial) Owner: Self | $1,001 - $15,000 | 11/17/2022 | 12/08/2022 | n/a | n/a | 20022101 |
Unmapped Invesco KBW Bank ETF | Purchase Owner: Self | $1,001 - $15,000 | 11/17/2022 | 12/08/2022 | n/a | n/a | 20022101 |
Unmapped Franklin FTSE Japan ETF | Purchase Owner: Self | $1,001 - $15,000 | 11/17/2022 | 12/08/2022 | n/a | n/a | 20022101 |
AAPL Apple Inc. (AAPL) | Purchase Owner: Self | $1,001 - $15,000 | 11/17/2022 | 12/08/2022 | +124.1% vs SPY +22.6% | +137.6% vs SPY +35.6% | 20022101 |
Unmapped Ishares US Technology ETF | Sale (partial) Owner: Self | $1,001 - $15,000 | 11/11/2022 | 12/08/2022 | n/a | n/a | 20022101 |
Unmapped JPM Nasdaq Equity Premium | Purchase Owner: Self | $1,001 - $15,000 | 09/27/2022 | 10/05/2022 | n/a | n/a | 20021807 |
Unmapped Ishares US Technology ETF | Sale (partial) Owner: Self | $1,001 - $15,000 | 09/27/2022 | 10/05/2022 | n/a | n/a | 20021807 |
Unmapped Ishares Core MSCI EAFE ETF | Sale (partial) Owner: Self | $1,001 - $15,000 | 09/27/2022 | 10/05/2022 | n/a | n/a | 20021807 |
Unmapped Ishares 0-5 HY Corp | Purchase Owner: Self | $1,001 - $15,000 | 09/27/2022 | 10/05/2022 | n/a | n/a | 20021807 |
Unmapped Franklin FTSE UK ETF | Sale Owner: Self | $1,001 - $15,000 | 09/27/2022 | 10/05/2022 | n/a | n/a | 20021807 |
WRK Westrock Company (WRK) | Sale Owner: Self | $1,001 - $15,000 | 09/27/2022 | 10/05/2022 | n/a | n/a | 20021807 |
FD Energy Sel Sect SPDR FD | Purchase Owner: Self | $1,001 - $15,000 | 09/27/2022 | 10/05/2022 | n/a | n/a | 20021807 |
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.