Susan A. Davis
DHouse · CA-53
STOCK Act filings · simulated, not advice.
annual holdings (10)
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
+419.6%
SPY
+394.2%
vs SPY
+25.4%
Simulated portfolioSPYBuySell
Trades
67
Last traded
10/28/2020
Disclosed (est.)
$1.6M
File lag
30 days
| Asset | Type | Amount range | Traded | Filed | Trade → latest | Filed+1 → latest | Filing |
|---|---|---|---|---|---|---|---|
VSAT ViaSat, Inc. (VSAT) | Purchase Owner: Spouse | $1,001 - $15,000 | 10/28/2020 | 11/30/2020 | +123.9% vs SPY -26.5% | +116.0% vs SPY -7.4% | 20017741 |
FTNT Fortinet, Inc. (FTNT) | Purchase Owner: Spouse | $1,001 - $15,000 | 10/28/2020 | 11/30/2020 | +438.5% vs SPY +288.1% | +422.3% vs SPY +298.8% | 20017741 |
F Ford Motor Company (F) | Purchase Owner: Spouse | $15,001 - $50,000 | 10/28/2020 | 11/30/2020 | +118.0% vs SPY -32.4% | +81.7% vs SPY -41.8% | 20017741 |
CSIQ Canadian Solar Inc. - common shares (CSIQ) | Purchase Owner: Spouse | $15,001 - $50,000 | 10/28/2020 | 11/30/2020 | -73.4% vs SPY -223.8% | -75.9% vs SPY -199.4% | 20017741 |
LUV Southwest Airlines Company (luV) | Sale Owner: Joint | $15,001 - $50,000 | 09/29/2020 | 10/29/2020 | -25.8% vs SPY +120.2% | -19.7% vs SPY +130.7% | 20017575 |
LEVI levi Strauss & Co Class A (lEVI) | Sale Owner: Joint | $1,001 - $15,000 | 09/29/2020 | 10/29/2020 | -99.5% vs SPY +46.6% | -68.3% vs SPY +82.2% | 20017575 |
VSAT ViaSat, Inc. (VSAT) | Purchase Owner: Spouse | $1,001 - $15,000 | 04/15/2020 | 05/14/2020 | +86.3% vs SPY -110.6% | +114.4% vs SPY -73.7% | 20016579 |
LEVI levi Strauss & Co Class A (lEVI) | Purchase Owner: Self | $1,001 - $15,000 | 03/16/2020 | 04/16/2020 | +88.8% vs SPY -157.1% | +97.9% vs SPY -89.8% | 20016363 |
FTNT Fortinet, Inc. (FTNT) | Purchase Owner: Spouse | $15,001 - $50,000 | 03/16/2020 | 04/16/2020 | +746.2% vs SPY +500.3% | +467.1% vs SPY +279.3% | 20016363 |
FB Facebook, Inc. - Class A (FB) | Purchase Owner: Self | $15,001 - $50,000 | 03/16/2020 | 04/16/2020 | +16.0% vs SPY -8.9% | +16.0% vs SPY -8.9% | 20016363 |
EXC Exelon Corporation (EXC) | Purchase Owner: Spouse | $1,001 - $15,000 | 03/16/2020 | 04/16/2020 | +164.3% vs SPY -81.6% | +109.7% vs SPY -78.0% | 20016363 |
BIDU Baidu, Inc. - American Depositary Shares, each representing one tenth Class A ordinary share (BIDu) | Purchase Owner: Spouse | $1,001 - $15,000 | 03/16/2020 | 04/16/2020 | -14.2% vs SPY -260.1% | -26.7% vs SPY -214.4% | 20016363 |
VSAT ViaSat, Inc. (VSAT) | Purchase Owner: Spouse | $15,001 - $50,000 | 02/11/2020 | 03/13/2020 | +15.8% vs SPY -131.7% | +97.3% vs SPY -148.6% | 20016106 |
VWDRY Vestas Wind Systems AS American Depositary Shares (VWDRY) | Purchase Owner: Self | $15,001 - $50,000 | 02/11/2020 | 03/13/2020 | +44.0% vs SPY -103.4% | +96.1% vs SPY -149.8% | 20016106 |
RCL Royal Caribbean Cruises ltd. (RCl) | Sale (partial) Owner: Self | $1,001 - $15,000 | 02/11/2020 | 03/13/2020 | -189.4% vs SPY -41.9% | -982.0% vs SPY -736.1% | 20016106 |
FTNT Fortinet, Inc. (FTNT) | Sale (partial) Owner: Spouse | $15,001 - $50,000 | 02/11/2020 | 03/13/2020 | -446.0% vs SPY -298.5% | -746.2% vs SPY -500.3% | 20016106 |
BIDU Baidu, Inc. - American Depositary Shares, each representing one tenth Class A ordinary share (BIDu) | Purchase Owner: Spouse | $15,001 - $50,000 | 02/11/2020 | 03/13/2020 | -42.6% vs SPY -190.0% | -14.2% vs SPY -260.1% | 20016106 |
ALK Alaska Air group, Inc. (AlK) | Sale Owner: Spouse | $15,001 - $50,000 | 02/11/2020 | 03/13/2020 | +42.7% vs SPY +190.2% | -13.1% vs SPY +232.8% | 20016106 |
RCL Royal Caribbean Cruises ltd. (RCl) | Sale (partial) Owner: Self | $1,001 - $15,000 | 10/31/2019 | 11/22/2019 | -202.5% vs SPY -27.6% | -175.6% vs SPY -9.6% | 20012623 |
CHL China Mobile limited (CHl) | Sale Owner: Spouse | $15,001 - $50,000 | 10/31/2019 | 11/22/2019 | n/a | n/a | 20012623 |
SCHW Charles Schwab Corporation (SCHW) | Sale Owner: Spouse | $15,001 - $50,000 | 07/05/2019 | 07/30/2019 | -141.9% vs SPY +38.7% | -128.7% vs SPY +52.9% | 20012034 |
SNH Senior Housing Properties Trust - Common Shares of Beneficial Interest (SNH) | Sale Owner: Spouse | $15,001 - $50,000 | 06/06/2019 | 07/09/2019 | n/a | n/a | 20011872 |
SNH Senior Housing Properties Trust - Common Shares of Beneficial Interest (SNH) | Purchase Owner: Spouse | $15,001 - $50,000 | 03/08/2019 | 04/09/2019 | n/a | n/a | 20011387 |
EA Electronic Arts Inc. (EA) | Sale Owner: Spouse | $15,001 - $50,000 | 03/08/2019 | 04/09/2019 | 0.0% vs SPY 0.0% | 0.0% vs SPY 0.0% | 20011387 |
CHL China Mobile limited (CHl) | Purchase Owner: Spouse | $15,001 - $50,000 | 03/08/2019 | 04/09/2019 | n/a | n/a | 20011387 |
ILMN Illumina, Inc. (IlMN) | Purchase Owner: Self | $15,001 - $50,000 | 01/11/2019 | 02/07/2019 | -20.3% vs SPY -246.7% | -13.8% vs SPY -226.3% | 20011093 |
FB Facebook, Inc. - Class A (FB) | Purchase Owner: Self | $1,001 - $15,000 | 01/11/2019 | 02/07/2019 | +16.0% vs SPY -8.9% | +16.0% vs SPY -8.9% | 20011093 |
EA Electronic Arts Inc. (EA) | Purchase Owner: Spouse | $1,001 - $15,000 | 01/11/2019 | 02/07/2019 | 0.0% vs SPY 0.0% | 0.0% vs SPY 0.0% | 20011093 |
VSM Versum Materials, Inc. (VSM) | Sale Owner: Spouse | $1,001 - $15,000 | 10/24/2018 | 11/16/2018 | n/a | n/a | 20010664 |
EA Electronic Arts Inc. (EA) | Purchase Owner: Spouse | $15,001 - $50,000 | 10/24/2018 | 11/16/2018 | 0.0% vs SPY 0.0% | 0.0% vs SPY 0.0% | 20010664 |
ALK Alaska Air group, Inc. (AlK) | Purchase Owner: Spouse | $1,001 - $15,000 | 05/17/2018 | 06/15/2018 | -34.5% vs SPY -249.9% | -39.2% vs SPY -248.0% | 20009708 |
RCL Royal Caribbean Cruises ltd. (RCl) | Sale Owner: Self | $1,001 - $15,000 | 03/07/2018 | 03/28/2018 | -176.3% vs SPY +39.5% | -189.9% vs SPY +36.1% | 20009128 |
HCP HCP, Inc. (HCP) | Sale Owner: Spouse | $15,001 - $50,000 | 03/07/2018 | 03/28/2018 | n/a | n/a | 20009128 |
EXC Exelon Corporation (EXC) | Purchase Owner: Spouse | $1,001 - $15,000 | 03/07/2018 | 03/28/2018 | +133.1% vs SPY -82.6% | +120.1% vs SPY -106.0% | 20009128 |
SCHW Charles Schwab Corporation (SCHW) | Sale Owner: Spouse | $1,001 - $15,000 | 03/07/2018 | 03/28/2018 | -80.9% vs SPY +134.8% | -92.1% vs SPY +134.0% | 20009128 |
ALE Allete, Inc. (AlE) | Sale Owner: Spouse | $1,001 - $15,000 | 03/07/2018 | 03/28/2018 | n/a | n/a | 20009128 |
VSM Versum Materials, Inc. (VSM) | Purchase Owner: Spouse | $15,001 - $50,000 | 10/20/2017 | 11/16/2017 | n/a | n/a | 20008319 |
KR Kroger Company (KR) | Sale Owner: Spouse | $1,001 - $15,000 | 10/20/2017 | 11/16/2017 | -285.3% vs SPY -48.6% | -244.0% vs SPY -8.2% | 20008319 |
HCP HCP, Inc. (HCP) | Purchase Owner: Spouse | $15,001 - $50,000 | 10/20/2017 | 11/16/2017 | n/a | n/a | 20008319 |
SCHW Charles Schwab Corporation (SCHW) | Sale Owner: Spouse | $1,001 - $15,000 | 10/20/2017 | 11/16/2017 | -125.3% vs SPY +111.4% | -124.9% vs SPY +110.9% | 20008319 |
KR Kroger Company (KR) | Purchase Owner: Spouse | $1,001 - $15,000 | 08/25/2017 | 09/26/2017 | +272.5% vs SPY +16.8% | +300.3% vs SPY +54.1% | 20008065 |
ALK Alaska Air group, Inc. (AlK) | Purchase Owner: Spouse | $15,001 - $50,000 | 08/25/2017 | 09/26/2017 | -48.7% vs SPY -304.5% | -48.4% vs SPY -294.7% | 20008065 |
QCOM QuAlCOMM Incorporated (QCOM) | Sale Owner: Spouse | $15,001 - $50,000 | 06/29/2017 | 07/31/2017 | -280.6% vs SPY -20.1% | -292.6% vs SPY -40.7% | 20007684 |
FTNT Fortinet, Inc. (FTNT) | Purchase Owner: Spouse | $15,001 - $50,000 | 06/29/2017 | 07/31/2017 | +1597.3% vs SPY +1336.8% | +1640.6% vs SPY +1388.8% | 20007684 |
ALE Allete, Inc. (AlE) | Purchase Owner: Spouse | $1,001 - $15,000 | 06/29/2017 | 07/31/2017 | n/a | n/a | 20007684 |
AEG AEgON N.V. (AEg) | Sale Owner: Spouse | $1,001 - $15,000 | 06/29/2017 | 07/31/2017 | -144.7% vs SPY +115.8% | -127.6% vs SPY +124.2% | 20007684 |
KBH KB Home (KBH) | Sale Owner: Spouse | $15,001 - $50,000 | 11/30/2016 | 12/29/2016 | -248.5% vs SPY +52.3% | -249.2% vs SPY +43.7% | 20006402 |
GE general Electric Company (gE) | Sale Owner: Self | $15,001 - $50,000 | 11/30/2016 | 12/29/2016 | -141.5% vs SPY +159.3% | -133.3% vs SPY +159.5% | 20006402 |
COST Costco Wholesale Corporation (COST) | Sale Owner: Self | $15,001 - $50,000 | 11/30/2016 | 12/29/2016 | -702.5% vs SPY -401.7% | -652.4% vs SPY -359.5% | 20006402 |
VLO Valero Energy Corporation (VlO) | Sale Owner: Joint | $15,001 - $50,000 | 08/25/2016 | 09/27/2016 | -933.5% vs SPY -625.7% | -931.8% vs SPY -624.1% | 20005865 |
RCL Royal Caribbean Cruises ltd. (RCl) | Sale Owner: Self | $1,001 - $15,000 | 08/25/2016 | 09/27/2016 | -405.9% vs SPY -98.1% | -374.0% vs SPY -66.2% | 20005865 |
CHKP Check Point Software Technologies ltd. - Ordinary Shares (CHKP) | Sale Owner: Spouse | $15,001 - $50,000 | 08/25/2016 | 09/27/2016 | -87.4% vs SPY +220.4% | -84.6% vs SPY +223.1% | 20005865 |
KBH KB Home (KBH) | Purchase Owner: Spouse | $15,001 - $50,000 | 04/29/2016 | 05/19/2016 | +308.9% vs SPY -23.6% | +328.7% vs SPY -5.5% | 20005181 |
CAA CalAtlantic group, Inc. (CAA) | Sale Owner: Spouse | $15,001 - $50,000 | 04/29/2016 | 05/19/2016 | n/a | n/a | 20005181 |
RCL Royal Caribbean Cruises ltd. (RCl) | Purchase Owner: Self | $15,001 - $50,000 | 03/17/2014 | 05/19/2016 | +620.4% vs SPY +219.5% | +351.0% vs SPY +16.7% | 20005181 |
LUV Southwest Airlines Company (luV) | Purchase Owner: Self | $1,001 - $15,000 | 01/25/2016 | 02/22/2016 | +29.6% vs SPY -348.4% | +20.6% vs SPY -345.8% | 20004603 |
QCOM QuAlCOMM Incorporated (QCOM) | Purchase Owner: Spouse | $1,001 - $15,000 | 01/25/2016 | 02/22/2016 | +365.2% vs SPY -12.8% | +339.0% vs SPY -27.4% | 20004603 |
GE general Electric Company (gE) | Sale Owner: Joint | $1,001 - $15,000 | 11/02/2015 | 11/30/2015 | -160.6% vs SPY +168.3% | -153.9% vs SPY +174.4% | 20004118 |
AEG AEgON N.V. (AEg) | Purchase Owner: Spouse | $1,001 - $15,000 | 11/02/2015 | 11/30/2015 | +119.6% vs SPY -209.3% | +125.7% vs SPY -202.6% | 20004118 |
VLO Valero Energy Corporation (VlO) | Purchase Owner: Self | $15,001 - $50,000 | 07/21/2015 | 08/18/2015 | +796.9% vs SPY +468.5% | +770.9% vs SPY +435.5% | 20003567 |
LUV Southwest Airlines Company (luV) | Purchase Owner: Self | $15,001 - $50,000 | 07/21/2015 | 08/18/2015 | +43.2% vs SPY -285.2% | +22.6% vs SPY -312.8% | 20003567 |
GE general Electric Company (gE) | Sale Owner: Self | $15,001 - $50,000 | 07/21/2015 | 08/18/2015 | -187.9% vs SPY +140.5% | -200.4% vs SPY +135.0% | 20003567 |
RYL Ryland group, Inc. (RYl) | Purchase Owner: Self | $15,001 - $50,000 | 03/31/2015 | 05/07/2015 | n/a | n/a | 20003043 |
QCOM QuAlCOMM Incorporated (QCOM) | Sale Owner: Self | $50,001 - $100,000 | 03/31/2015 | 05/07/2015 | -227.3% vs SPY +114.2% | -227.0% vs SPY +103.7% | 20003043 |
CHKP Check Point Software Technologies ltd. - Ordinary Shares (CHKP) | Purchase Owner: Self | $15,001 - $50,000 | 03/31/2015 | 05/07/2015 | +73.6% vs SPY -267.9% | +66.0% vs SPY -264.7% | 20003043 |
COST Costco Wholesale Corporation (COST) | Sale Owner: Self | $15,001 - $50,000 | 12/10/2014 | 01/14/2015 | -807.0% vs SPY -453.9% | -813.1% vs SPY -453.1% | 20002396 |
SCHW Charles Schwab Corporation (SCHW) | Purchase Owner: Self | $15,001 - $50,000 | 06/30/2014 | 07/24/2014 | +284.2% vs SPY -88.3% | +276.3% vs SPY -91.5% | 20001402 |
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.