Steve Cohen
DHouse · TN-9
STOCK Act filings · simulated, not advice.
annual holdings (15)
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 · 05/16/2014 → 11/03/2026.
Simulated portfolio
+326.0%
SPY
+394.2%
vs SPY
-68.2%
Simulated portfolioSPYBuySell
Trades
164
Last traded
12/26/2026
Disclosed (est.)
$11.9M
File lag
15 days
| Asset | Type | Amount range | Traded | Filed | Trade → latest | Filed+1 → latest | Filing |
|---|---|---|---|---|---|---|---|
Unmapped US Treas Bills Int Rate 0.000% MAT 8/5/2027 | Purchase Owner: Self | $250,001 - $500,000 | 08/21/2026 | 09/01/2026 | n/a | n/a | 20035350 |
Unmapped US Treas Bills Int Rate 0.000% MAT 2/18/2027 | Purchase Owner: Self | $250,001 - $500,000 | 08/21/2026 | 09/01/2026 | n/a | n/a | 20035350 |
Unmapped U.S. Tres Bill Int. Rate 0.00% Mat 8/5/2027 | Purchase Owner: Self | $100,001 - $250,000 | 08/06/2026 | 08/17/2026 | n/a | n/a | 20035235 |
Unmapped JPMorgan Chase BK N A INSTL CTF DEP ACT/365 4.200% MAT 8/11/2027 | Purchase Owner: Self | $100,001 - $250,000 | 08/05/2026 | 08/17/2026 | n/a | n/a | 20035235 |
Unmapped US Treas Bills MAT 11/19/26 | Purchase Owner: Self | $500,001 - $1,000,000 | 05/27/2026 | 06/17/2026 | n/a | n/a | 20034796 |
Unmapped US Treas Bill Mat 10/29/2026 DTD 10/30/2025 | Purchase Owner: Self | $50,001 - $100,000 | 05/04/2026 | 05/20/2026 | n/a | n/a | 20034589 |
SFGYY SONY FINL GROUP INC U/ADR (SFGYY) | Purchase Owner: Self | $1,001 - $15,000 | 12/26/2025 | 05/15/2026 | -13.9% vs SPY -24.0% | -2.8% vs SPY -5.5% | 20034452 |
B METROPOLITAN GOVT NA DAVIDSON CNTY TENN HEALTH & ED L FACS BRD 3.750% 03/15/28 B | Sale Owner: Self | $1,001 - $15,000 | 03/16/2026 | 04/28/2026 | +13.3% vs SPY +27.0% | +2.9% vs SPY +9.4% | 20034368 |
Unmapped US Treasury Bills, due 8/20/2026 | Purchase Owner: Self | $500,001 - $1,000,000 | 02/23/2026 | 03/26/2026 | n/a | n/a | 20034167 |
Unmapped United States Treasury Bill Mat 5/21/26 | Purchase Owner: Self | $250,001 - $500,000 | 02/20/2026 | 03/05/2026 | n/a | n/a | 20034119 |
SONY Sony Group Corporation American Depositary Shares (SONY) | Purchase Owner: Self | $1,001 - $15,000 | 12/26/2026 | 02/09/2026 | n/a | +11.2% vs SPY +1.4% | 20033889 |
NOC Northrop Grumman Corporation Common Stock (NOC) | Sale (partial) Owner: Self | $15,001 - $50,000 | 12/29/2025 | 01/26/2026 | +3.6% vs SPY +14.1% | +17.9% vs SPY +27.2% | 20033813 |
FLR Fluor Corporation Common Stock (FLR) | Sale Owner: Self | $15,001 - $50,000 | 12/29/2025 | 01/26/2026 | -18.8% vs SPY -8.3% | -4.3% vs SPY +5.0% | 20033813 |
MS Morgan Stanley Common Stock (MS) | Sale (partial) Owner: Self | $50,001 - $100,000 | 12/17/2025 | 01/14/2026 | -8.9% vs SPY +4.7% | +0.5% vs SPY +10.3% | 20033754 |
Unmapped Goldman Sachs Group, Inc. (GS) | Sale (partial) Owner: Self | $15,001 - $50,000 | 12/17/2025 | 01/14/2026 | n/a | n/a | 20033754 |
Unmapped Goldman Sachs Group, Inc. (GS) | Sale (partial) Owner: Self | $15,001 - $50,000 | 12/17/2025 | 01/14/2026 | n/a | n/a | 20033754 |
RFI Cohen & Steers Total Return Realty Fund, Inc. Common Stock (RFI) | Sale Owner: Self | $1,001 - $15,000 | 12/17/2025 | 01/14/2026 | -4.5% vs SPY +9.1% | -1.6% vs SPY +8.2% | 20033754 |
OZKAP Bank OZK - 4.625% Series A Non- Cumulative Perpetual Preferred Stock (OZKAP) | Sale (partial) Owner: Self | $15,001 - $50,000 | 12/17/2025 | 01/14/2026 | +6.3% vs SPY +19.8% | +8.6% vs SPY +18.4% | 20033754 |
Unmapped US Treas Bill Mat 5/14/2026 | Purchase Owner: Self | $250,001 - $500,000 | 11/18/2025 | 12/16/2025 | n/a | n/a | 20033572 |
Unmapped US Treas Bill Maturity 2/19/2026 | Purchase Owner: Self | $1,000,001 - $5,000,000 | 08/21/2025 | 09/12/2025 | n/a | n/a | 20031011 |
Unmapped United States Treas Bills Maturity 11/13/2025 | Purchase Owner: Self | $250,001 - $500,000 | 05/19/2025 | 05/28/2025 | n/a | n/a | 20030416 |
Unmapped United States Treas Bills Maturity 8/21/2025 | Purchase Owner: Self | $500,001 - $1,000,000 | 02/24/2025 | 04/01/2025 | n/a | n/a | 20028025 |
HST Host Hotels & Resorts, Inc. - Common Stock (HST) | Sale Owner: Self | $15,001 - $50,000 | 12/11/2024 | 01/10/2025 | -55.4% vs SPY -28.3% | -68.5% vs SPY -36.2% | 20026548 |
EBS Emergent BioSolutions Inc. Common Stock (EBS) | Sale Owner: Self | $1,001 - $15,000 | 12/11/2024 | 01/10/2025 | +27.1% vs SPY +54.1% | +33.6% vs SPY +65.9% | 20026548 |
Unmapped Eastside Utility District (Hamilton County, TN) | Purchase Owner: Self | $15,001 - $50,000 | 02/03/2024 | 02/28/2024 | n/a | n/a | 20024540 |
BONDS Bradley County Tennessee Govt Bonds | Purchase Owner: Self | $15,001 - $50,000 | 02/03/2024 | 02/28/2024 | n/a | n/a | 20024540 |
KD Kyndryl Holdings, Inc. (KD) | Sale Owner: Self | $1,001 - $15,000 | 12/11/2023 | 01/04/2024 | +31.6% vs SPY +100.9% | +33.9% vs SPY +100.4% | 20024188 |
DTRUY DAIMLER TRUCK HLDG S/ADR (DTRUY) | Sale Owner: Self | $1,001 - $15,000 | 12/11/2023 | 01/04/2024 | -49.9% vs SPY +19.5% | -43.4% vs SPY +23.1% | 20024188 |
FDX FedEx Corporation (FDX) | Purchase Owner: Self | $15,001 - $50,000 | 06/29/2023 | 07/28/2023 | +68.5% vs SPY -10.7% | +56.0% vs SPY -15.4% | 20023392 |
FHN First Horizon Corporation (FHN) | Purchase Owner: Self | $15,001 - $50,000 | 05/26/2023 | 06/26/2023 | +143.1% vs SPY +55.6% | +132.5% vs SPY +52.5% | 20023162 |
Unmapped FT UNIT 10479 PFD INCOME PORTFOLIO SER 114 | Purchase Owner: Self | $15,001 - $50,000 | 02/06/2023 | 02/13/2023 | n/a | n/a | 20022428 |
WIW Western Asset Inflation-Linked Opportunities & Income Fund (WIW) | Sale Owner: Self | $15,001 - $50,000 | 01/31/2023 | 02/04/2023 | -17.1% vs SPY +77.5% | -19.0% vs SPY +73.9% | 20022368 |
Unmapped PUTNAM ULTRA SHORT DURATION INCOME FUND CLASS A | Sale Owner: Self | $100,001 - $250,000 | 01/31/2023 | 02/04/2023 | n/a | n/a | 20022368 |
ACT FIRST NATL BK & TR WEATHERFORD TEX CTF DEP ACT | Purchase Owner: Self | $250,001 - $500,000 | 01/31/2023 | 02/04/2023 | +110.7% vs SPY +16.2% | +113.6% vs SPY +20.7% | 20022368 |
SS FEDERATED HERMES GOVERNMENT OBLIGATIONS FUND CLASS SS | Purchase Owner: Self | $100,001 - $250,000 | 01/31/2023 | 02/04/2023 | n/a | n/a | 20022368 |
ACT CHARLES SCHWAB BK SSB WESTLAKE TEX CTF DEP ACT | Purchase Owner: Self | $250,001 - $500,000 | 01/31/2023 | 02/04/2023 | +110.7% vs SPY +16.2% | +113.6% vs SPY +20.7% | 20022368 |
VRAI Virtus Real Asset Income ETF (VRAI) | Purchase Owner: Self | $15,001 - $50,000 | 08/03/2022 | 09/12/2022 | +37.7% vs SPY -54.8% | +42.3% vs SPY -60.6% | 20021694 |
GOLD Barrick Gold Corporation Common Stock (GOLD) | Purchase Owner: Self | $15,001 - $50,000 | 08/03/2022 | 09/12/2022 | +45.9% vs SPY -46.6% | +60.9% vs SPY -42.0% | 20021694 |
Unmapped KEY BK NATL ASSN OHIO CTF DEP ACT/365 INT RATE 3.000% MATURITY 8/31/23 | Purchase Owner: Self | $100,001 - $250,000 | 08/23/2022 | 08/29/2022 | n/a | n/a | 20021606 |
OZKAP Bank OZK - 4.625% Series A Non- Cumulative Perpetual Preferred Stock (OZKAP) | Purchase Owner: Self | $15,001 - $50,000 | 08/18/2022 | 08/23/2022 | -1.3% vs SPY -87.7% | +2.1% vs SPY -90.8% | 20021583 |
Unmapped Morgan Stanley Depositary Shares, each representing 1/1,000th of a share of 6.500% Non-Cumulative Preferred Stock, Series P (MS$P) | Purchase Owner: Self | $50,001 - $100,000 | 08/10/2022 | 08/15/2022 | n/a | n/a | 20021560 |
DIV FIRST HORIZON CORP DEPOSITARY SHS REPSTG 1/400TH NON CUM PERP PFD 6.10% S/A DIV | Purchase Owner: Self | $15,001 - $50,000 | 07/27/2022 | 08/10/2022 | +26.7% vs SPY -72.2% | +23.1% vs SPY -66.8% | 20021517 |
DURA VanEck Morningstar Durable Dividend ETF (DURA) | Purchase Owner: Self | $15,001 - $50,000 | 08/03/2022 | 08/08/2022 | +49.5% vs SPY -42.9% | +50.8% vs SPY -43.2% | 20021502 |
OZKAP Bank OZK - 4.625% Series A Non- Cumulative Perpetual Preferred Stock (OZKAP) | Purchase Owner: Self | $15,001 - $50,000 | 08/03/2022 | 08/08/2022 | -6.9% vs SPY -99.4% | -4.3% vs SPY -98.3% | 20021502 |
SCHD Schwab US Dividend Equity ETF (SCHD) | Purchase Owner: Self | $50,001 - $100,000 | 07/29/2022 | 08/05/2022 | +67.2% vs SPY -26.5% | +66.6% vs SPY -26.6% | 20021491 |
FHN First Horizon Corporation (FHN) | Purchase Owner: Self | $15,001 - $50,000 | 07/27/2022 | 08/02/2022 | +20.3% vs SPY -78.6% | +18.5% vs SPY -74.0% | 20021467 |
VRP Invesco Variable Rate Preferred ETF (VRP) | Purchase Owner: Self | $50,001 - $100,000 | 02/11/2022 | 02/15/2022 | +26.2% vs SPY -56.2% | +26.5% vs SPY -53.5% | 20020462 |
PFFV global X Variable Rate Preferred ETF (PFFV) | Purchase Owner: Self | $50,001 - $100,000 | 02/11/2022 | 02/15/2022 | +12.5% vs SPY -70.0% | +12.0% vs SPY -67.9% | 20020462 |
FPE First Trust Preferred Securities and Income ETF ETF (FPE) | Purchase Owner: Self | $15,001 - $50,000 | 02/09/2022 | 02/15/2022 | +14.6% vs SPY -61.1% | +15.7% vs SPY -64.3% | 20020462 |
FPEI First Trust Institutional Preferred Securities and Income ETF (FPEI) | Purchase Owner: Self | $50,001 - $100,000 | 11/18/2021 | 12/07/2021 | +19.1% vs SPY -52.6% | +19.6% vs SPY -52.2% | 20019972 |
DIS Walt disney Company (dIS) | Sale Owner: Self | $1,001 - $15,000 | 05/11/2020 | 06/18/2020 | -9.3% vs SPY +172.7% | -3.0% vs SPY +163.1% | 20016812 |
SLB Schlumberger N.V. (SLb) | Sale Owner: Self | $1,001 - $15,000 | 05/11/2020 | 06/18/2020 | -246.4% vs SPY -64.5% | -203.1% vs SPY -37.0% | 20016812 |
PEAK Healthpeak Properties, Inc. (PEAK) | Sale Owner: Self | $1,001 - $15,000 | 05/11/2020 | 06/18/2020 | n/a | n/a | 20016812 |
FHN First Horizon National Corporation (FHN) | Sale Owner: Self | $1,001 - $15,000 | 05/11/2020 | 06/18/2020 | -247.8% vs SPY -65.8% | -183.1% vs SPY -17.0% | 20016812 |
KO Coca-Cola Company (KO) | Sale Owner: Self | $1,001 - $15,000 | 05/11/2020 | 06/18/2020 | -152.9% vs SPY +29.1% | -148.0% vs SPY +18.1% | 20016812 |
CVX Chevron Corporation (CVX) | Sale Owner: Self | $1,001 - $15,000 | 05/11/2020 | 06/18/2020 | -220.4% vs SPY -38.4% | -225.3% vs SPY -59.2% | 20016812 |
BRK-B berkshire Hathaway Inc. New (bRK.b) | Sale Owner: Self | $1,001 - $15,000 | 05/11/2020 | 06/18/2020 | -219.0% vs SPY -37.0% | -210.0% vs SPY -43.9% | 20016812 |
DIS Walt disney Company (dIS) | Sale Owner: Self | $1,001 - $15,000 | 05/07/2020 | 05/22/2020 | -11.6% vs SPY +175.1% | +2.6% vs SPY +178.4% | 20016657 |
SLB Schlumberger N.V. (Slb) | Sale Owner: Self | $1,001 - $15,000 | 05/07/2020 | 05/22/2020 | -259.5% vs SPY -72.8% | -226.9% vs SPY -51.1% | 20016657 |
PEAK Healthpeak Properties, Inc. (PEAK) | Sale Owner: Self | $1,001 - $15,000 | 05/07/2020 | 05/22/2020 | n/a | n/a | 20016657 |
FHN First Horizon National Corporation (FHN) | Sale Owner: Self | $1,001 - $15,000 | 05/07/2020 | 05/22/2020 | -254.4% vs SPY -67.7% | -213.2% vs SPY -37.4% | 20016657 |
KO Coca-Cola Company (KO) | Sale Owner: Self | $1,001 - $15,000 | 05/07/2020 | 05/22/2020 | -158.2% vs SPY +28.5% | -149.9% vs SPY +25.9% | 20016657 |
CVX Chevron Corporation (CVX) | Sale Owner: Self | $1,001 - $15,000 | 05/07/2020 | 05/22/2020 | -222.9% vs SPY -36.2% | -216.0% vs SPY -40.2% | 20016657 |
BRK-B berkshire Hathaway Inc. New (bRK.b) | Sale Owner: Self | $1,001 - $15,000 | 05/07/2020 | 05/22/2020 | -221.1% vs SPY -34.4% | -208.9% vs SPY -33.1% | 20016657 |
DIS Walt disney Company (dIS) | Sale Owner: Self | $1,001 - $15,000 | 04/17/2020 | 05/22/2020 | -10.4% vs SPY +177.3% | +2.6% vs SPY +178.4% | 20016656 |
SNE Sony Corporation (SNE) | Sale Owner: Self | $1,001 - $15,000 | 04/17/2020 | 05/22/2020 | n/a | n/a | 20016656 |
FHN First Horizon National Corporation (FHN) | Sale Owner: Self | $1,001 - $15,000 | 04/17/2020 | 05/22/2020 | -269.5% vs SPY -81.7% | -213.2% vs SPY -37.4% | 20016656 |
XOM Exxon Mobil Corporation (XOM) | Sale Owner: Self | $1,001 - $15,000 | 04/17/2020 | 05/22/2020 | -445.5% vs SPY -257.8% | -403.8% vs SPY -228.0% | 20016656 |
RQI Cohen & Steers Quality Income Realty Fund Inc Common Shares (RQI) | Sale Owner: Self | $1,001 - $15,000 | 04/17/2020 | 05/22/2020 | -100.4% vs SPY +87.3% | -97.8% vs SPY +78.0% | 20016656 |
KO Coca-Cola Company (KO) | Sale Owner: Self | $1,001 - $15,000 | 04/17/2020 | 05/22/2020 | -139.6% vs SPY +48.1% | -149.9% vs SPY +25.9% | 20016656 |
CVX Chevron Corporation (CVX) | Sale Owner: Self | $1,001 - $15,000 | 04/17/2020 | 05/22/2020 | -243.1% vs SPY -55.4% | -216.0% vs SPY -40.2% | 20016656 |
PEP Pepsico, Inc. (PEP) | Sale Owner: Self | $1,001 - $15,000 | 04/17/2020 | 05/22/2020 | -22.6% vs SPY +165.1% | -30.0% vs SPY +145.8% | 20016655 |
MAA Mid-america apartment Communities, Inc. (Maa) | Sale Owner: Self | $1,001 - $15,000 | 04/17/2020 | 05/22/2020 | -31.3% vs SPY +156.5% | -27.6% vs SPY +148.2% | 20016655 |
MAR Marriott International - Class a (MaR) | Sale Owner: Self | $1,001 - $15,000 | 04/17/2020 | 05/22/2020 | -415.5% vs SPY -227.7% | -357.6% vs SPY -181.8% | 20016655 |
FDX FedEx Corporation (FdX) | Sale Owner: Self | $1,001 - $15,000 | 04/17/2020 | 05/22/2020 | -255.6% vs SPY -67.9% | -255.7% vs SPY -79.9% | 20016655 |
CMCSA Comcast Corporation - Class a (CMCSa) | Sale Owner: Self | $1,001 - $15,000 | 04/17/2020 | 05/22/2020 | +18.8% vs SPY +206.5% | +21.7% vs SPY +197.5% | 20016655 |
BA boeing Company (ba) | Sale Owner: Self | $1,001 - $15,000 | 04/17/2020 | 05/22/2020 | -12.5% vs SPY +175.2% | -19.7% vs SPY +156.0% | 20016655 |
AZO autoZone, Inc. (aZo) | Sale Owner: Self | $1,001 - $15,000 | 04/17/2020 | 05/22/2020 | -222.6% vs SPY -34.9% | -184.9% vs SPY -9.1% | 20016655 |
T aT&T Inc. (T) | Sale Owner: Self | $1,001 - $15,000 | 04/17/2020 | 05/22/2020 | -39.4% vs SPY +148.4% | -41.2% vs SPY +134.5% | 20016655 |
FHN First Horizon National Corporation (FHN) | Sale Owner: Self | $1,001 - $15,000 | 03/26/2020 | 04/22/2020 | -234.0% vs SPY -18.3% | -272.7% vs SPY -77.2% | 20016457 |
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.