William L. Owens
STOCK Act filings · simulated, not advice.
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 · 05/13/2014 → 11/03/2026.
| Asset | Type | Amount range | Traded | Filed | Trade → latest | Filed+1 → latest | Filing |
|---|---|---|---|---|---|---|---|
ONVO Organovo holdings, Inc. (ONVO) | Purchase Owner: Self | $1,001 - $15,000 | 11/06/2014 | 11/13/2014 | n/a | n/a | 20002022 |
HBAYF hudsons Bay Co Common shares (hBAYF) | Purchase Owner: Self | $15,001 - $50,000 | 09/08/2014 | 09/10/2014 | n/a | n/a | 20001650 |
HBAYF hudsons Bay Co Common shares (hBAYF) | Purchase Owner: Self | $1,001 - $15,000 | 09/08/2014 | 09/10/2014 | n/a | n/a | 20001650 |
DUK Duke Energy Corporation (DuK) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2014 | 09/10/2014 | -175.7% vs SPY +185.4% | -177.3% vs SPY +184.5% | 20001650 |
BNEFF Bonterra Energy Corp. Ordinary shares (BNEFF) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2014 | 09/10/2014 | +89.0% vs SPY +450.0% | +88.7% vs SPY +450.5% | 20001650 |
BMO Bank Of Montreal (BMO) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2014 | 09/10/2014 | -261.4% vs SPY +99.7% | -263.3% vs SPY +98.5% | 20001650 |
BAC Bank of America Corporation (BAC) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2014 | 09/10/2014 | -290.0% vs SPY +71.0% | -284.9% vs SPY +76.9% | 20001650 |
BNS Bank Nova scotia halifax Pfd 3 Ordinary shares (BNs) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2014 | 09/10/2014 | -161.0% vs SPY +200.1% | -159.7% vs SPY +202.1% | 20001650 |
FUR Winthrop Realty Trust New (FuR) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2014 | 09/10/2014 | n/a | n/a | 20001650 |
SPGYF Whitecap Resources, Inc. Common shares (sPgYF) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2014 | 09/10/2014 | n/a | n/a | 20001650 |
VZ Verizon Communications Inc. (VZ) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2014 | 09/10/2014 | -74.1% vs SPY +287.0% | -75.9% vs SPY +285.8% | 20001650 |
UFI unifi, Inc. New (uFI) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2014 | 09/10/2014 | +79.2% vs SPY +440.3% | +79.4% vs SPY +441.2% | 20001650 |
TWC Time Warner Cable Inc (TWC) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2014 | 09/10/2014 | n/a | n/a | 20001650 |
SYY sysco Corporation (sYY) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2014 | 09/10/2014 | -164.5% vs SPY +196.6% | -167.8% vs SPY +193.9% | 20001650 |
AVA Avista Corporation (AVA) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2014 | 09/10/2014 | -90.3% vs SPY +270.8% | -90.8% vs SPY +270.9% | 20001650 |
SO southern Company (sO) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2014 | 09/10/2014 | -247.9% vs SPY +113.2% | -251.8% vs SPY +109.9% | 20001650 |
SGEN seattle genetics, Inc. (sgEN) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2014 | 09/10/2014 | n/a | n/a | 20001650 |
PEP Pepsico, Inc. (PEP) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2014 | 09/10/2014 | -115.6% vs SPY +245.4% | -116.1% vs SPY +245.6% | 20001650 |
NVS Novartis Ag (NVs) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2014 | 09/10/2014 | -193.5% vs SPY +167.6% | -190.1% vs SPY +171.6% | 20001650 |
NFLX Netflix, Inc. (NFLX) | Sale Owner: Self | $15,001 - $50,000 | 09/08/2014 | 09/10/2014 | -826.2% vs SPY -465.1% | -821.9% vs SPY -460.1% | 20001650 |
KMB Kimberly-Clark Corporation (KMB) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2014 | 09/10/2014 | -54.6% vs SPY +306.5% | -54.5% vs SPY +307.2% | 20001650 |
JLL Jones Lang Lasalle Incorporated (JLL) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2014 | 09/10/2014 | -190.4% vs SPY +170.7% | -188.9% vs SPY +172.8% | 20001650 |
JNJ Johnson & Johnson (JNJ) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2014 | 09/10/2014 | -255.3% vs SPY +105.7% | -253.6% vs SPY +108.1% | 20001650 |
XON Intrexon Corporation (XON) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2014 | 09/10/2014 | n/a | n/a | 20001650 |
INTC Intel Corporation (INTC) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2014 | 09/10/2014 | -124.8% vs SPY +236.2% | -126.8% vs SPY +234.9% | 20001650 |
T AT&T Inc. (T) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2014 | 09/10/2014 | -89.2% vs SPY +271.8% | -90.1% vs SPY +271.6% | 20001650 |
MO Altria group, Inc. (MO) | Sale Owner: Self | $1,001 - $15,000 | 09/08/2014 | 09/10/2014 | -285.3% vs SPY +75.8% | -283.4% vs SPY +78.3% | 20001650 |
TWX Time Warner Inc. New (TWX) | Purchase Owner: Self | $15,001 - $50,000 | 07/23/2014 | 07/24/2014 | n/a | n/a | 20001386 |
NFLX Netflix, Inc. (NFLX) | Sale Owner: Self | $1,001 - $15,000 | 07/21/2014 | 07/22/2014 | -882.3% vs SPY -513.6% | -937.5% vs SPY -571.9% | 20001378 |
NVS Novartis Ag (NVs) | Purchase Owner: Self | $15,001 - $50,000 | 07/15/2014 | 07/15/2014 | +203.7% vs SPY -165.3% | +204.0% vs SPY -163.2% | 20001274 |
SPGYF Whitecap Resources, Inc. Common shares (sPgYF) | Purchase Owner: Self | $1,001 - $15,000 | 07/09/2014 | 07/15/2014 | n/a | n/a | 20001274 |
NFLX Netflix, Inc. (NFLX) | Purchase Owner: Self | $15,001 - $50,000 | 07/09/2014 | 07/15/2014 | +902.1% vs SPY +532.9% | +898.9% vs SPY +531.7% | 20001274 |
BNEFF Bonterra Energy Corp. Ordinary shares (BNEFF) | Purchase Owner: Self | $1,001 - $15,000 | 07/09/2014 | 07/15/2014 | -89.2% vs SPY -458.4% | -88.7% vs SPY -455.9% | 20001274 |
BNEFF Bonterra Energy Corp. Ordinary shares (BNEFF) | Purchase Owner: Self | $1,001 - $15,000 | 07/09/2014 | 07/15/2014 | -89.2% vs SPY -458.4% | -88.7% vs SPY -455.9% | 20001274 |
INTC Intel Corporation (INTC) | Sale Owner: Self | $1,001 - $15,000 | 05/12/2014 | 05/20/2014 | -203.2% vs SPY +186.4% | -205.2% vs SPY +186.1% | 20000990 |
GRPN groupon, Inc. - Class A (gRPN) | Sale Owner: Self | $1,001 - $15,000 | 05/12/2014 | 05/20/2014 | +87.4% vs SPY +477.0% | +86.8% vs SPY +478.2% | 20000990 |
Unmapped Federated government Obligation FD #5 | Purchase Owner: Self | $100,001 - $250,000 | 05/12/2014 | 05/20/2014 | n/a | n/a | 20000990 |
DUK Duke Energy Corporation (DuK) | Sale Owner: Self | $1,001 - $15,000 | 05/12/2014 | 05/20/2014 | -194.2% vs SPY +195.5% | -198.6% vs SPY +192.8% | 20000990 |
BMO Bank Of Montreal (BMO) | Sale Owner: Self | $1,001 - $15,000 | 05/12/2014 | 05/20/2014 | -304.5% vs SPY +85.2% | -306.6% vs SPY +84.8% | 20000990 |
BAC Bank of America Corporation (BAC) | Sale Owner: Self | $1,001 - $15,000 | 05/12/2014 | 05/20/2014 | -324.8% vs SPY +64.9% | -338.1% vs SPY +53.2% | 20000990 |
BNS Bank Nova scotia halifax Pfd 3 Ordinary shares (BNs) | Sale Owner: Self | $1,001 - $15,000 | 05/12/2014 | 05/20/2014 | -180.8% vs SPY +208.9% | -178.7% vs SPY +212.7% | 20000990 |
AVA Avista Corporation (AVA) | Sale Owner: Self | $1,001 - $15,000 | 05/12/2014 | 05/20/2014 | -97.0% vs SPY +292.7% | -100.5% vs SPY +290.9% | 20000990 |
VZ Verizon Communications Inc. (VZ) | Sale Owner: Self | $1,001 - $15,000 | 05/12/2014 | 05/20/2014 | -81.0% vs SPY +308.7% | -77.2% vs SPY +314.1% | 20000990 |
UFI unifi, Inc. New (uFI) | Sale Owner: Self | $1,001 - $15,000 | 05/12/2014 | 05/20/2014 | +75.4% vs SPY +465.1% | +74.1% vs SPY +465.5% | 20000990 |
SYY sysco Corporation (sYY) | Sale Owner: Self | $1,001 - $15,000 | 05/12/2014 | 05/20/2014 | -180.9% vs SPY +208.8% | -182.9% vs SPY +208.4% | 20000990 |
SO southern Company (sO) | Sale Owner: Self | $1,001 - $15,000 | 05/12/2014 | 05/20/2014 | -262.6% vs SPY +127.0% | -266.2% vs SPY +125.2% | 20000990 |
SGEN seattle genetics, Inc. (sgEN) | Sale Owner: Self | $1,001 - $15,000 | 05/12/2014 | 05/20/2014 | n/a | n/a | 20000990 |
PEP Pepsico, Inc. (PEP) | Sale Owner: Self | $1,001 - $15,000 | 05/12/2014 | 05/20/2014 | -131.2% vs SPY +258.4% | -133.4% vs SPY +257.9% | 20000990 |
KMB Kimberly-Clark Corporation (KMB) | Sale Owner: Self | $1,001 - $15,000 | 05/12/2014 | 05/20/2014 | -52.4% vs SPY +337.2% | -52.7% vs SPY +338.7% | 20000990 |
JLL Jones Lang Lasalle Incorporated (JLL) | Sale Owner: Self | $1,001 - $15,000 | 05/12/2014 | 05/20/2014 | -228.6% vs SPY +161.1% | -225.1% vs SPY +166.3% | 20000990 |
JNJ Johnson & Johnson (JNJ) | Sale Owner: Self | $1,001 - $15,000 | 05/12/2014 | 05/20/2014 | -272.9% vs SPY +116.8% | -270.6% vs SPY +120.8% | 20000990 |
XON Intrexon Corporation (XON) | Sale Owner: Self | $1,001 - $15,000 | 05/12/2014 | 05/20/2014 | n/a | n/a | 20000990 |
T AT&T Inc. (T) | Sale Owner: Self | $1,001 - $15,000 | 05/12/2014 | 05/20/2014 | -84.3% vs SPY +305.4% | -91.1% vs SPY +300.3% | 20000990 |
MO Altria group, Inc. (MO) | Sale Owner: Self | $1,001 - $15,000 | 05/12/2014 | 05/20/2014 | -319.8% vs SPY +69.8% | -317.0% vs SPY +74.3% | 20000990 |
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.