John R. Curtis
| Date | Stock | Action | Amount | Return | vs SPY | Alpha |
|---|---|---|---|---|---|---|
| 2023-12-04 | ABT Abbott Laboratories | SELL | $1,001 - $15,000 | — | — | — |
| 2023-12-04 | ADBE Adobe Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2023-12-04 | AMD Advanced Micro Devices, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2023-12-04 | GOOG Alphabet Inc. - Class C Capital Stock | SELL | $15,001 - $50,000 | — | — | — |
| 2023-12-04 | AMZN Amazon.com, Inc. | SELL | $15,001 - $50,000 | — | — | — |
| 2023-12-04 | AXP American Express Company | SELL | $1,001 - $15,000 | — | — | — |
| 2023-12-04 | AAPL Apple Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2023-12-04 | AMAT Applied Materials, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2023-12-04 | AZO AutoZone, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2023-12-04 | BRK.B Berkshire Hathaway Inc. New | SELL | $1,001 - $15,000 | — | — | — |
| 2023-12-04 | BLK BlackRock, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2023-12-04 | BSX Boston Scientific Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2023-12-04 | CAT Caterpillar, Inc. oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2023-12-04 | CVX Chevron Corporation oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2023-12-04 | CMG Chipotle Mexican Grill, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2023-12-04 | KO Coca-Cola Company | SELL | $1,001 - $15,000 | — | — | — |
| 2023-12-04 | CMCSA Comcast Corporation - Class A oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2023-12-04 | COP ConocoPhillips oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2023-12-04 | STZ Constellation Brands, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2023-12-04 | COST Costco Wholesale Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2023-12-04 | CSX CSX Corporation oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2023-12-04 | DHR Danaher Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2023-12-04 | DE Deere & Company oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2023-12-04 | EW Edwards Lifesciences Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2023-12-04 | ELV Elevance Health, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2023-12-04 | LLY Eli Lilly and Company | SELL | $1,001 - $15,000 | — | — | — |
| 2023-12-04 | EMR Emerson Electric Company oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2023-12-04 | FI Fiserv, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2023-12-04 | GS Goldman Sachs Group, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2023-12-04 | HLT Hilton Worldwide Holdings Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2023-12-04 | HD Home Depot, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2023-12-04 | HON Honeywell International Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2023-12-04 | ICE Intercontinental Exchange Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2023-12-04 | JPM JP Morgan Chase & Co. | SELL | $1,001 - $15,000 | — | — | — |
| 2023-12-04 | KLAC KLA Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2023-12-04 | LRCX Lam Research Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2023-12-04 | MA Mastercard Incorporated | SELL | $1,001 - $15,000 | — | — | — |
| 2023-12-04 | META Meta Platforms, Inc. - Class A | SELL | $1,001 - $15,000 | — | — | — |
| 2023-12-04 | MSFT Microsoft Corporation | SELL | $15,001 - $50,000 | — | — | — |
| 2023-12-04 | NKE Nike, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2023-12-04 | NVDA NVIDIA Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2023-12-04 | PANW Palo Alto Networks, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2023-12-04 | PEP Pepsico, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2023-12-04 | PG Procter & Gamble Company | SELL | $1,001 - $15,000 | — | — | — |
| 2023-12-04 | RTX RTX Corporation oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2023-12-04 | SPGI S&P Global Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2023-12-04 | CRM Salesforce, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2023-12-04 | SHW Sherwin-Williams Company | SELL | $1,001 - $15,000 | — | — | — |
| 2023-12-04 | SBUX Starbucks Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2023-12-04 | TXN Texas Instruments Incorporated | SELL | $1,001 - $15,000 | — | — | — |
| 2023-12-04 | TMO Thermo Fisher Scientific Inc | SELL | $1,001 - $15,000 | — | — | — |
| 2023-12-04 | TMUS T-Mobile US, Inc. oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2023-12-04 | UNP Union Pacific Corporation oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2023-12-04 | UNH UnitedHealth Group Incorporated Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2023-12-04 | VLO Valero Energy Corporation oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2023-12-04 | V Visa Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2023-12-04 | ZTS Zoetis Inc. Class A | SELL | $1,001 - $15,000 | — | — | — |
| 2023-09-13 | ABT Abbott Laboratories | BUY | $1,001 - $15,000 | — | — | — |
| 2023-09-13 | ADBE Adobe Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2023-09-13 | LLY Eli Lilly and Company | BUY | $1,001 - $15,000 | — | — | — |
| 2023-09-13 | EMR Emerson Electric Company oversees this sector | BUY | $1,001 - $15,000 | — | — | — |
| 2023-09-13 | JNJ Johnson & Johnson | SELL | $1,001 - $15,000 | — | — | — |
| 2023-09-13 | PANW Palo Alto Networks, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2023-09-13 | UNP Union Pacific Corporation oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2023-09-13 | WM Waste Management, Inc. oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2023-06-21 | AMD Advanced Micro Devices, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2023-06-21 | AMAT Applied Materials, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2023-06-21 | KO Coca-Cola Company | BUY | $1,001 - $15,000 | — | — | — |
| 2023-06-21 | EW Edwards Lifesciences Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2023-06-21 | LRCX Lam Research Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2023-06-21 | MSFT Microsoft Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2023-06-21 | SHW Sherwin-Williams Company | BUY | $1,001 - $15,000 | — | — | — |
| 2023-06-21 | SYY Sysco Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2023-06-21 | TMUS T-Mobile US, Inc. oversees this sector | BUY | $1,001 - $15,000 | — | — | — |
| 2023-06-21 | UNH UnitedHealth Group Incorporated Common Stock | BUY | $1,001 - $15,000 | — | — | — |
| 2023-06-21 | VLO Valero Energy Corporation oversees this sector | BUY | $1,001 - $15,000 | — | — | — |
| 2023-05-11 | MSFT Microsoft Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2023-04-26 | BRK.B Berkshire Hathaway Inc. New | BUY | $1,001 - $15,000 | — | — | — |
| 2023-04-26 | BSX Boston Scientific Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2023-04-26 | CAT Caterpillar, Inc. oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2023-04-26 | CSX CSX Corporation oversees this sector | BUY | $1,001 - $15,000 | — | — | — |
| 2023-04-26 | EW Edwards Lifesciences Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2023-04-26 | ELV Elevance Health, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2023-04-26 | MA Mastercard Incorporated | SELL | $1,001 - $15,000 | — | — | — |
| 2023-04-26 | NVDA NVIDIA Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2023-04-26 | SBUX Starbucks Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2023-04-26 | V Visa Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2023-03-16 | BAC Bank of America Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2023-03-16 | BRK.B Berkshire Hathaway Inc. New | BUY | $1,001 - $15,000 | — | — | — |
| 2023-03-16 | FRC FIRST REPUBLIC BANK | SELL | $1,001 - $15,000 | — | — | — |
| 2023-02-23 | GOOGL Alphabet Inc. - Class A | SELL | $1,001 - $15,000 | — | — | — |
| 2023-02-23 | AMZN Amazon.com, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2023-02-23 | AAPL Apple Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2023-02-23 | BSX Boston Scientific Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2023-02-23 | CVX Chevron Corporation oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2023-02-23 | COST Costco Wholesale Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2023-02-23 | JNJ Johnson & Johnson | SELL | $1,001 - $15,000 | — | — | — |
| 2023-02-23 | JPM JP Morgan Chase & Co. | SELL | $1,001 - $15,000 | — | — | — |
| 2023-02-23 | MA Mastercard Incorporated | SELL | $1,001 - $15,000 | — | — | — |
| 2023-02-23 | META Meta Platforms, Inc. - Class A | SELL | $1,001 - $15,000 | — | — | — |
| 2023-02-23 | MSFT Microsoft Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2023-02-23 | NVDA NVIDIA Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2023-02-23 | PG Procter & Gamble Company | SELL | $1,001 - $15,000 | — | — | — |
| 2023-02-23 | RTX Raytheon Technologies Corporation oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2023-02-23 | TMO Thermo Fisher Scientific Inc | SELL | $1,001 - $15,000 | — | — | — |
| 2023-02-23 | UNH UnitedHealth Group Incorporated Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2023-01-27 | OSHKOSH WIS AREA SCH DIST GO | BUY | $1,001 - $15,000 | — | — | — |
| 2022-12-20 | AMD Advanced Micro Devices, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2022-12-20 | BAC Bank of America Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2022-12-20 | ELV Elevance Health, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2022-12-20 | FRC FIRST REPUBLIC BANK | BUY | $1,001 - $15,000 | — | — | — |
| 2022-12-20 | FISV Fiserv, Inc. oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2022-12-20 | JPM JP Morgan Chase & Co. | SELL | $1,001 - $15,000 | — | — | — |
| 2022-12-20 | UNH UnitedHealth Group Incorporated Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2022-12-20 | ZTS Zoetis Inc. Class A | BUY | $1,001 - $15,000 | — | — | — |
| 2022-10-21 | ABT Abbott Laboratories | SELL | $1,001 - $15,000 | — | — | — |
| 2022-10-21 | ADBE Adobe Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2022-10-21 | CMG Chipotle Mexican Grill, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2022-10-21 | TMUS T-Mobile US, Inc. oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2022-10-21 | WM Waste Management, Inc. oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2022-08-12 | AZO AutoZone, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2022-08-12 | SBUX Starbucks Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2022-08-12 | SYY Sysco Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2022-08-05 | ULTA Ulta Beauty, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2022-07-28 | SCHF Schwab International Equity ETF | BUY | $1,001 - $15,000 | — | — | — |
| 2022-06-28 | AZO AutoZone, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2022-06-28 | STZ Constellation Brands, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2022-06-28 | DE Deere & Company oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2022-06-28 | GS Goldman Sachs Group, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2022-06-28 | ISRG Intuitive Surgical, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2022-06-28 | JNJ Johnson & Johnson | BUY | $1,001 - $15,000 | — | — | — |
| 2022-06-28 | MS Morgan Stanley | SELL | $1,001 - $15,000 | — | — | — |
| 2022-06-28 | CRM Salesforce, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2022-06-28 | TGT Target Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2022-06-28 | VLO Valero Energy Corporation oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2022-06-28 | ZTS Zoetis Inc. Class A | BUY | $1,001 - $15,000 | — | — | — |
| 2022-03-09 | AXP American Express Company | SELL | $1,001 - $15,000 | — | — | — |
| 2022-03-09 | ANTM FIlINg STATuS: New SubHOldINg OF: Northwestern Mutual - Joint JT Anthem, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2022-03-09 | CMCSA FIlINg STATuS: New SubHOldINg OF: Northwestern Mutual - Joint JT Comcast Corporation - Class A oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2022-03-09 | CMCSA FIlINg STATuS: New SubHOldINg OF: Northwestern Mutual - Joint JT danaher Corporation (dHR) oversees this sector | BUY | $1,001 - $15,000 | — | — | — |
| 2022-03-09 | FIlINg STATuS: New SubHOldINg OF: Northwestern Mutual - Joint JT Hilton Worldwide Holdings Inc. (HlT) | SELL | $1,001 - $15,000 | — | — | — |
| 2022-03-09 | ICE (HlT) FIlINg STATuS: New SubHOldINg OF: Northwestern Mutual - Joint JT Intercontinental Exchange Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2022-03-09 | JNJ Johnson & Johnson | BUY | $1,001 - $15,000 | — | — | — |
| 2022-03-09 | MNST FIlINg STATuS: New SubHOldINg OF: Northwestern Mutual - Joint JT Monster beverage Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2022-03-09 | MNST FIlINg STATuS: New SubHOldINg OF: Northwestern Mutual - Joint JT Morgan Stanley | BUY | $1,001 - $15,000 | — | — | — |
| 2022-03-09 | FIlINg STATuS: New SubHOldINg OF: Northwestern Mutual - Joint JT S&P global Inc. (SPgI) | BUY | $1,001 - $15,000 | — | — | — |
| 2022-03-09 | DHR Danaher Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2022-03-09 | HLT Hilton Worldwide Holdings Inc | SELL | $1,001 - $15,000 | — | — | — |
| 2022-03-09 | MS Morgan Stanley | BUY | $1,001 - $15,000 | — | — | — |
| 2022-03-09 | PGR Progressive Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2022-03-09 | SPGI S&P Global Inc | BUY | $1,001 - $15,000 | — | — | — |
| 2022-03-09 | TGT Target Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2022-03-09 | TMUS T-Mobile US Inc oversees this sector | BUY | $1,001 - $15,000 | — | — | — |
| 2022-03-09 | UNP Union Pacific Corporation oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2022-01-14 | ANTM Anthem, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2022-01-14 | FIlINg STATuS: New SubHOlDINg OF: Northwestern Mutual - Joint JT blackRock, Inc. (blK) | SELL | $1,001 - $15,000 | — | — | — |
| 2022-01-14 | CAT FIlINg STATuS: New SubHOlDINg OF: Northwestern Mutual - Joint JT Caterpillar, Inc. oversees this sector | BUY | $1,001 - $15,000 | — | — | — |
| 2022-01-14 | C FIlINg STATuS: New SubHOlDINg OF: Northwestern Mutual - Joint JT Citigroup, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2022-01-14 | MS FIlINg STATuS: New SubHOlDINg OF: Northwestern Mutual - Joint JT Morgan Stanley | BUY | $1,001 - $15,000 | — | — | — |
| 2022-01-14 | BLK Blackrock Inc | SELL | $1,001 - $15,000 | — | — | — |
| 2021-11-08 | ATVI Activision Blizzard Inc | SELL | $1,001 - $15,000 | — | — | — |
| 2021-11-08 | CAT Caterpilar Inc oversees this sector | BUY | $1,001 - $15,000 | — | — | — |
| 2021-11-08 | GPN Global Payments Inc oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2021-11-08 | HON Honeywell International Inc | SELL | $1,001 - $15,000 | — | — | — |
| 2021-11-08 | KLAC KLA Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2021-11-08 | LMT Lockheed Martin Corporation oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2021-11-08 | ULTA Ulta Beauty Inc | BUY | $1,001 - $15,000 | — | — | — |
| 2021-11-08 | V Visa Inc | BUY | $1,001 - $15,000 | — | — | — |
| 2021-08-12 | HLT Hilton Worldwide Holdings Inc | BUY | $1,001 - $15,000 | — | — | — |
| 2021-08-12 | LVS Las Vegas Sands Corp | SELL | $1,001 - $15,000 | — | — | — |
| 2021-08-12 | SHW Sherwin-Williams Company | BUY | $1,001 - $15,000 | — | — | — |
| 2021-07-19 | AMD Advanced Micro Devices Inc | BUY | $1,001 - $15,000 | — | — | — |
| 2021-07-19 | AAPL Apple Inc | BUY | $1,001 - $15,000 | — | — | — |
| 2021-07-19 | FISV Fiserv Inc oversees this sector | BUY | $1,001 - $15,000 | — | — | — |
| 2021-07-19 | HLT Hilton Worldwide Holdings Inc | BUY | $1,001 - $15,000 | — | — | — |
| 2021-07-19 | MRK Merck & Company Inc Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2021-07-19 | SBUX Starbucks Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2021-07-19 | UNH UnitedHealth Group Incorporated Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2021-06-30 | OSAGE CNTY KANS GO REF AND | BUY | $1,001 - $15,000 | — | — | — |
| 2021-06-22 | ADBE Adobe Inc | SELL | $1,001 - $15,000 | — | — | — |
| 2021-06-22 | AMD Advanced Micro Devices inc | BUY | $1,001 - $15,000 | — | — | — |
| 2021-06-22 | GOOGL Alphabet Inc Class A | SELL | $1,001 - $15,000 | — | — | — |
| 2021-06-22 | AMZN Amazon.com Inc | SELL | $1,001 - $15,000 | — | — | — |
| 2021-06-22 | ANTM Anthem Inc | BUY | $1,001 - $15,000 | — | — | — |
| 2021-06-22 | AAPL Apple Inc | SELL | $1,001 - $15,000 | — | — | — |
| 2021-06-22 | AMAT Applied Materials Inc | SELL | $1,001 - $15,000 | — | — | — |
| 2021-06-22 | BAC Bank of America Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2021-06-22 | BDX Becton, Dickinson and Company | SELL | $1,001 - $15,000 | — | — | — |
| 2021-06-22 | BLK BlackRock Inc | BUY | $1,001 - $15,000 | — | — | — |
| 2021-06-22 | BSX Boston Scientific Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2021-06-22 | C Citigroup Inc | BUY | $1,001 - $15,000 | — | — | — |
| 2021-06-22 | CME CME Group Inc Class A | SELL | $1,001 - $15,000 | — | — | — |
| 2021-06-22 | CMCSA Comcast Corporation Class A oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2021-06-22 | STZ Constellation Brands Inc | BUY | $1,001 - $15,000 | — | — | — |
| 2021-06-22 | DHR Danaher Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2021-06-22 | DE Deere & Company oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2021-06-22 | FB Facebook Inc Class A | SELL | $1,001 - $15,000 | — | — | — |
| 2021-06-22 | FISV Fiserv Inc oversees this sector | BUY | $1,001 - $15,000 | — | — | — |
| 2021-06-22 | GPN Global Payments Inc oversees this sector | BUY | $1,001 - $15,000 | — | — | — |
| 2021-06-22 | HLT Hilton Worldwide Holdings Inc | BUY | $1,001 - $15,000 | — | — | — |
| 2021-06-22 | HD Home Depot Inc | SELL | $1,001 - $15,000 | — | — | — |
| 2021-06-22 | INTC Intel Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2021-06-22 | ICE Intercontinental Exchange Inc | SELL | $1,001 - $15,000 | — | — | — |
| 2021-06-22 | ISRG Intuitive Surgical Inc | BUY | $1,001 - $15,000 | — | — | — |
| 2021-06-22 | LCRX Lam Research Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2021-06-22 | MSFT Microsoft Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2021-06-22 | PEP Pepsico Inc | SELL | $1,001 - $15,000 | — | — | — |
| 2021-06-22 | PGR Progressive Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2021-06-22 | RTX Raytheon Technologies Corporation oversees this sector | BUY | $1,001 - $15,000 | — | — | — |
| 2021-06-22 | CRM Salesforce.com Inc | SELL | $1,001 - $15,000 | — | — | — |
| 2021-06-22 | TXN Texas Instruments Incorporated | SELL | $1,001 - $15,000 | — | — | — |
| 2021-06-22 | TMO Thermo Fisher Scientific Inc | SELL | $1,001 - $15,000 | — | — | — |
| 2021-06-22 | TMUS T Mobile US Inc oversees this sector | BUY | $1,001 - $15,000 | — | — | — |
| 2021-06-22 | VLO Valero Energy Corporation oversees this sector | BUY | $1,001 - $15,000 | — | — | — |
| 2021-02-02 | AMZN Amazon.com Inc | SELL | $15,001 - $50,000 | — | — | — |
| 2021-02-02 | DOMO DOMO Inc Class B | SELL | $15,001 - $50,000 | — | — | — |
| 2021-02-02 | DIS The Walt Disney Corp oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2020-10-09 | GOOGL Alphabet Inc. - Class A | SELL | $15,001 - $50,000 | — | — | — |
| 2020-10-09 | AMZN Amazon.com, Inc. | SELL | $15,001 - $50,000 | — | — | — |
| 2020-10-09 | TEAM Atlassian Corporation Plc - Class A Ordinary Shares | SELL | $1,001 - $15,000 | — | — | — |
| 2020-10-09 | HASI Hannon Armstrong Sustainable Infrastructure Capital, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2020-10-09 | MSFT Microsoft Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2020-08-13 | BRK.B Berkshire Hathaway Inc. New | SELL | $15,001 - $50,000 | — | — | — |
| 2020-08-13 | C Citigroup, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2020-08-13 | CSX CSX Corporation oversees this sector | BUY | $1,001 - $15,000 | — | — | — |
| 2020-03-27 | ABT Abbott Laboratories | BUY | $1,001 - $15,000 | — | — | — |
| 2020-03-27 | ATVI Activision Blizzard, Inc | BUY | $1,001 - $15,000 | — | — | — |
| 2020-03-27 | ADBE Adobe Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2020-03-27 | GOOGL Alphabet Inc. - Class A | BUY | $15,001 - $50,000 | — | — | — |
| 2020-03-27 | AMZN Amazon.com, Inc. | BUY | $15,001 - $50,000 | — | — | — |
| 2020-03-27 | AXP American Express Company | BUY | $1,001 - $15,000 | — | — | — |
| 2020-03-27 | ANTM Anthem, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2020-03-27 | AAPL Apple Inc. | BUY | $15,001 - $50,000 | — | — | — |
| 2020-03-27 | AMAT Applied Materials, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2020-03-27 | BAC Bank of America Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2020-03-27 | BDX Becton, Dickinson and Company | BUY | $1,001 - $15,000 | — | — | — |
| 2020-03-27 | BRK.B Berkshire Hathaway Inc. New | SELL | $50,001 - $100,000 | — | — | — |
| 2020-03-27 | BLK BlackRock, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2020-03-27 | BSX Boston Scientific Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2020-03-27 | CVX Chevron Corporation oversees this sector | BUY | $1,001 - $15,000 | — | — | — |
| 2020-03-27 | CME CME Group Inc. - Class A | BUY | $1,001 - $15,000 | — | — | — |
| 2020-03-27 | CMCSA Comcast Corporation - Class A oversees this sector | BUY | $1,001 - $15,000 | — | — | — |
| 2020-03-27 | COST Costco Wholesale Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2020-03-27 | DHR Danaher Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2020-03-27 | DE Deere & Company oversees this sector | BUY | $1,001 - $15,000 | — | — | — |
| 2020-03-27 | FB Facebook, Inc. - Class A | BUY | $15,001 - $50,000 | — | — | — |
| 2020-03-27 | HD Home Depot, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2020-03-27 | HON Honeywell International Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2020-03-27 | INTC Intel Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2020-03-27 | ICE Intercontinental Exchange Inc. | BUY | $1,001 - $15,000 | — | — | — |
← swipe the chart to see the whole period
KLAC moved +34.4% while the S&P did +0.4%. Disclosed as $1,001 - $15,000 bought, $1,001 - $15,000 sold — which is why this is a price move and not a profit.
PANW moved +16.4% while the S&P did +2.6%. Disclosed as $1,001 - $15,000 bought, $1,001 - $15,000 sold — which is why this is a price move and not a profit.
ULTA moved -2.7% while the S&P did -10.9%. Disclosed as $1,001 - $15,000 bought, $1,001 - $15,000 sold — which is why this is a price move and not a profit.
KO moved -3.1% while the S&P did +5.4%. Disclosed as $1,001 - $15,000 bought, $1,001 - $15,000 sold — which is why this is a price move and not a profit.
EMR moved -8.4% while the S&P did +2.6%. Disclosed as $1,001 - $15,000 bought, $1,001 - $15,000 sold — which is why this is a price move and not a profit.
TGT moved -32.8% while the S&P did -10.3%. Disclosed as $1,001 - $15,000 bought, $1,001 - $15,000 sold — which is why this is a price move and not a profit.
What this is not: a profit.
The STOCK Act discloses an amount band, never a share count. A member who
bought in the $50,001–$100,000 band and sold in the $15,001–$50,000 band
might have trimmed the position or might have watched it fall — nothing in the
filing tells the two apart. So every figure here is the movement in the share
price between two disclosed dates, next to what the S&P 500 did over exactly
those days.
Only completed positions appear — one purchase, one sale, in
that order. A stock bought twice, or sold before any purchase we hold, has no
single cost basis we can honestly describe and is left out. Prices are
adjusted closes, which account for splits and dividends; that is what makes
the comparison with the index like for like, and it is why a price shown here
can differ from what the stock traded at on the day.
A flagged trade means this member traded a company in a sector one of their committees oversees. It is drawn from public committee rosters and public disclosures, and it is not an allegation of wrongdoing — trading in an overseen sector is legal, and members do not necessarily direct their own trades.