Kurt Schrader
320
STOCK Act Trades
158
Buys
162
Sells
163
Stocks Traded
$930K – $6200K
Value Range
2022-09-16
Latest Trade
28 days
Median Filing Lag · 23% late
All Trades
320 transactions, newest first · showing the 250 most recent
← swipe to see all columns
| Date | Stock | Action | Amount | Return | vs SPY | Alpha |
|---|---|---|---|---|---|---|
| 2022-09-16 | CPRT COPART Inc | BUY | $1,001 - $15,000 | — | — | — |
| 2022-09-16 | UNP Union Pacific Corp | SELL | $1,001 - $15,000 | — | — | — |
| 2022-08-24 | ANPDF Anta Sports Products LTD | BUY | $1,001 - $15,000 | — | — | — |
| 2022-08-23 | FXI IShares China Large-Cap ETF | SELL | $1,001 - $15,000 | — | — | — |
| 2022-08-11 | TTWO Take-2 Interactive | BUY | $1,001 - $15,000 | — | — | — |
| 2022-08-09 | MSI Motorola Solutions Inc | BUY | $1,001 - $15,000 | — | — | — |
| 2022-08-01 | MSI Motorola Solutions Inc | BUY | $1,001 - $15,000 | — | — | — |
| 2022-08-01 | CHTR Charter Communications Inc | SELL | $1,001 - $15,000 | — | — | — |
| 2022-07-27 | SAFRY Safran SA | SELL | $1,001 - $15,000 | — | — | — |
| 2022-07-26 | HWM Howmet Aerospace Inc | BUY | $1,001 - $15,000 | — | — | — |
| 2022-07-26 | TTWO Take-2 Interactive | BUY | $1,001 - $15,000 | — | — | — |
| 2022-07-26 | NKE Nike Inc Class B | SELL | $1,001 - $15,000 | — | — | — |
| 2022-07-19 | CPRT Copart Inc | BUY | $1,001 - $15,000 | — | — | — |
| 2022-07-19 | CTAS Cintas Corp | BUY | $1,001 - $15,000 | — | — | — |
| 2022-06-14 | OWMBX Old Westbury Municipal Bond Fund | SELL | $15,001 - $50,000 | — | — | — |
| 2022-06-13 | DG Dollar General | BUY | $1,001 - $15,000 | — | — | — |
| 2022-06-13 | HLT Hilton Worldwide Holdings | SELL | $1,001 - $15,000 | — | — | — |
| 2022-06-09 | CTAS Cintas Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2022-05-18 | NRG NRG Energy | SELL | $15,001 - $50,000 | — | — | — |
| 2022-05-10 | GOOGL Alphabet Inc Class B | SELL | $1,001 - $15,000 | — | — | — |
| 2022-05-09 | WMT Walmart Inc | BUY | $1,001 - $15,000 | — | — | — |
| 2022-04-21 | DG Dollar General | BUY | $1,001 - $15,000 | — | — | — |
| 2022-04-21 | AAPL Apple Inc | SELL | $1,001 - $15,000 | — | — | — |
| 2022-04-08 | XLP Consumer Staples Index ETF | BUY | $1,001 - $15,000 | — | — | — |
| 2022-04-08 | XLV Health Care Select | BUY | $1,001 - $15,000 | — | — | — |
| 2022-04-08 | SPY S&P 500 Dep Rcpts | SELL | $1,001 - $15,000 | — | — | — |
| 2022-04-05 | BAM BRKFLD Asset MGMT | BUY | $1,001 - $15,000 | — | — | — |
| 2022-04-05 | JPM JP Morgan Chase | BUY | $1,001 - $15,000 | — | — | — |
| 2022-04-05 | C Citigroup PLC | SELL | $1,001 - $15,000 | — | — | — |
| 2022-04-04 | AON AON PLC | BUY | $1,001 - $15,000 | — | — | — |
| 2022-04-04 | APTV Aptiv PLC | SELL | $1,001 - $15,000 | — | — | — |
| 2022-03-24 | SPDR S&P 500 Depository Receipts | SELL | $1,001 - $15,000 | — | — | — |
| 2022-03-17 | AXP American Express | BUY | $1,001 - $15,000 | — | — | — |
| 2022-03-17 | NTR Nutrien LTD | SELL | $1,001 - $15,000 | — | — | — |
| 2022-03-17 | XOM EXXON Mobile Corp | SELL | $1,001 - $15,000 | — | — | — |
| 2022-03-08 | UNP Union Pacific Corp | BUY | $1,001 - $15,000 | — | — | — |
| 2022-03-08 | APD Air Products & Chemicals | SELL | $1,001 - $15,000 | — | — | — |
| 2022-03-07 | GD General Dynamics Corp | BUY | $1,001 - $15,000 | — | — | — |
| 2022-02-28 | COST Costco Wholesale | BUY | $1,001 - $15,000 | — | — | — |
| 2022-02-28 | SPGI S&P Global inc | BUY | $1,001 - $15,000 | — | — | — |
| 2022-02-28 | PLD ProLogis Inc | BUY | $1,001 - $15,000 | — | — | — |
| 2022-02-28 | IQV Iqvia Holdings Inc | SELL | $1,001 - $15,000 | — | — | — |
| 2022-02-25 | VZ Verizon | BUY | $1,001 - $15,000 | — | — | — |
| 2022-02-25 | DE Deere & Company | SELL | $1,001 - $15,000 | — | — | — |
| 2022-02-25 | WMT Walmart | SELL | $1,001 - $15,000 | — | — | — |
| 2022-02-25 | XOM Exxon Mobil Corp | SELL | $1,001 - $15,000 | — | — | — |
| 2022-02-22 | NVDA NVIDIA Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2022-02-22 | BX Blackstone Inc | SELL | $1,001 - $15,000 | — | — | — |
| 2022-02-22 | TXN Texas Instruments Inc | SELL | $1,001 - $15,000 | — | — | — |
| 2022-02-15 | NOC Northrup Grumman Corp | SELL | $1,001 - $15,000 | — | — | — |
| 2022-02-11 | TRGIX TIAA CREF | SELL | $1,001 - $15,000 | — | — | — |
| 2022-02-09 | FB Meta Platforms Inc | SELL | $1,001 - $15,000 | — | — | — |
| 2022-02-07 | CSVIX Calvert Small Cap Fund | BUY | $1,001 - $15,000 | — | — | — |
| 2022-02-07 | NULC Nuveen EDG Large Cap | BUY | $1,001 - $15,000 | — | — | — |
| 2022-01-31 | AON AON plc | SELL | $1,001 - $15,000 | — | — | — |
| 2022-01-25 | NUSC Nuveen ESG | SELL | $1,001 - $15,000 | — | — | — |
| 2022-01-25 | IWM iShares Trust - iShares Russell 2000 ETF | BUY | $1,001 - $15,000 | — | — | — |
| 2022-01-25 | BIAWX Brown Advisory Sustainable Growth Fund | BUY | $1,001 - $15,000 | — | — | — |
| 2022-01-24 | PLD ProLogis Inc | BUY | $1,001 - $15,000 | — | — | — |
| 2022-01-20 | FIX iShares Chine Large-Cap ETF | BUY | $1,001 - $15,000 | — | — | — |
| 2022-01-20 | HD Home Depot Inc | SELL | $1,001 - $15,000 | — | — | — |
| 2022-01-20 | NKE Nike Inc | SELL | $1,001 - $15,000 | — | — | — |
| 2022-01-14 | MELI MercadoLibre Inc | BUY | $1,001 - $15,000 | — | — | — |
| 2022-01-14 | SEA SEA Ltd ADR | BUY | $1,001 - $15,000 | — | — | — |
| 2022-01-06 | ZTS Zoetis Inc | SELL | $1,001 - $15,000 | — | — | — |
| 2022-01-06 | V Visa Inc | SELL | $1,001 - $15,000 | — | — | — |
| 2022-01-06 | NOW ServiceNow Inc | SELL | $1,001 - $15,000 | — | — | — |
| 2022-01-06 | IQVA Iqvia Holdings Inc | SELL | $1,001 - $15,000 | — | — | — |
| 2022-01-06 | AAPL Apple Inc | SELL | $1,001 - $15,000 | — | — | — |
| 2022-01-05 | ROST Ross Stores Inc | SELL | $1,001 - $15,000 | — | — | — |
| 2022-01-05 | OWLSX Old Westbury Large Cap Strategies Fund | SELL | $15,001 - $50,000 | — | — | — |
| 2022-01-05 | MSFT Microsoft Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2022-01-05 | UNP Union Pacific Corp | SELL | $1,001 - $15,000 | — | — | — |
| 2021-12-23 | AON AON plc | SELL | $1,001 - $15,000 | — | — | — |
| 2021-12-20 | C CitiGroup | SELL | $1,001 - $15,000 | — | — | — |
| 2021-12-17 | C CitiGroup | SELL | $1,001 - $15,000 | — | — | — |
| 2021-12-14 | AON AON plc | SELL | $1,001 - $15,000 | — | — | — |
| 2021-12-14 | OWMBX Old Westbury Municipal Bond Fund | BUY | $1,001 - $15,000 | — | — | — |
| 2021-12-14 | OWLSX Old Westbury Large Cap Strategies Fund | BUY | $15,001 - $50,000 | — | — | — |
| 2021-12-14 | OWSMX Old Westbury Small & Mid Cap Strategies Fund | BUY | $1,001 - $15,000 | — | — | — |
| 2021-12-14 | NVDA Nvidia Corp | BUY | $1,001 - $15,000 | — | — | — |
| 2021-12-09 | CHTR Charter Communications Inc | SELL | $1,001 - $15,000 | — | — | — |
| 2021-12-09 | AMT American Tower Corp | BUY | $1,001 - $15,000 | — | — | — |
| 2021-11-08 | NOC Northrup Grumman | BUY | $1,001 - $15,000 | — | — | — |
| 2021-11-08 | V Visa Inc | SELL | $1,001 - $15,000 | — | — | — |
| 2021-11-08 | UNP Union Pacific Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2021-11-08 | BX Blackstone Inc | SELL | $1,001 - $15,000 | — | — | — |
| 2021-11-06 | VMC Vulcan Materials | BUY | $1,001 - $15,000 | — | — | — |
| 2021-10-29 | BLK Blackrock Global | SELL | $15,001 - $50,000 | — | — | — |
| 2021-10-29 | BAX Baxter International Inc | BUY | $15,001 - $50,000 | — | — | — |
| 2021-10-29 | BX Blackstone Inc | BUY | $15,001 - $50,000 | — | — | — |
| 2021-10-29 | T AT&T Inc | SELL | $15,001 - $50,000 | — | — | — |
| 2021-10-27 | ADBE Adobe Inc | BUY | $1,001 - $15,000 | — | — | — |
| 2021-10-27 | PYPL PayPal Holdings Inc | SELL | $1,001 - $15,000 | — | — | — |
| 2021-10-14 | ADBE ADOBE INC | SELL | $1,001 - $15,000 | — | — | — |
| 2021-09-22 | SLV iShare Silver Trust | SELL | $1,001 - $15,000 | — | — | — |
| 2021-09-22 | JPM JP Morgan Chase and Co | SELL | $1,001 - $15,000 | — | — | — |
| 2021-09-22 | BAFWX Brown Advisory Sustainable Growth Fund | SELL | $1,001 - $15,000 | — | — | — |
| 2021-09-22 | TRGIX TIAA CREF | BUY | $1,001 - $15,000 | — | — | — |
| 2021-09-22 | BSIXX Blackrock Strategic | BUY | $1,001 - $15,000 | — | — | — |
| 2021-09-14 | SLV iShare Silver Trust | BUY | $1,001 - $15,000 | — | — | — |
| 2021-09-14 | NULC Nuveen ESG | BUY | $1,001 - $15,000 | — | — | — |
| 2021-09-14 | JPM JP Morgan Chase and Co | BUY | $1,001 - $15,000 | — | — | — |
| 2021-09-14 | BAFWX Brown Advisory Sustainable Growth Fund | BUY | $1,001 - $15,000 | — | — | — |
| 2021-09-14 | BSIXX Blackrock Strategic | BUY | $1,001 - $15,000 | — | — | — |
| 2021-09-13 | UHG UnitedHealth Group | BUY | $1,001 - $15,000 | — | — | — |
| 2021-09-13 | ETN Eaton Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2021-09-13 | EMR Emerson Electric Company | SELL | $1,001 - $15,000 | — | — | — |
| 2021-09-13 | MSFT Microsoft Inc | BUY | $1,001 - $15,000 | — | — | — |
| 2021-09-07 | NULC Nuveen ESG | SELL | $1,001 - $15,000 | — | — | — |
| 2021-09-07 | SLV iShare Silver Trust | SELL | $1,001 - $15,000 | — | — | — |
| 2021-09-07 | BAFWX Brown Advisory Sustainable Growth Fund | SELL | $1,001 - $15,000 | — | — | — |
| 2021-09-02 | T AT&T | SELL | $1,001 - $15,000 | — | — | — |
| 2021-09-01 | SE Seagate Limited ADR | SELL | $1,001 - $15,000 | — | — | — |
| 2021-09-01 | HD Home Depot Inc | SELL | $1,001 - $15,000 | — | — | — |
| 2021-09-01 | AON AON Plc | SELL | $1,001 - $15,000 | — | — | — |
| 2021-09-01 | PYPL Paypal Holdings Inc | SELL | $1,001 - $15,000 | — | — | — |
| 2021-09-01 | FB Facebook Inc Class A | SELL | $1,001 - $15,000 | — | — | — |
| 2021-08-30 | CVX CVX | BUY | $1,001 - $15,000 | — | — | — |
| 2021-08-30 | J Jacobs Engineering Group Inc | BUY | $1,001 - $15,000 | — | — | — |
| 2021-08-30 | MSFT Microsoft Corporation | SELL | $15,001 - $50,000 | — | — | — |
| 2021-08-30 | RARE Ultragenyx Pharmaceuticals | BUY | $1,001 - $15,000 | — | — | — |
| 2021-08-23 | APCD Air Products & Chemicals | SELL | $1,001 - $15,000 | — | — | — |
| 2021-08-23 | OWLSX Old Westbury Large Cap Strategies Fund | SELL | $1,001 - $15,000 | — | — | — |
| 2021-08-18 | CTXS Citrix Systems Inc | SELL | $1,001 - $15,000 | — | — | — |
| 2021-08-17 | WMC Western Asset Core | SELL | $1,001 - $15,000 | — | — | — |
| 2021-08-11 | MSFT Microsoft Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2021-08-11 | AAPL Apple Inc | SELL | $1,001 - $15,000 | — | — | — |
| 2021-08-11 | IQV Iqvia Holdings Inc | SELL | $1,001 - $15,000 | — | — | — |
| 2021-08-11 | V Visa Inc | SELL | $1,001 - $15,000 | — | — | — |
| 2021-08-11 | TMO Thermo Fisher Scientific | SELL | $1,001 - $15,000 | — | — | — |
| 2021-08-11 | APCD Air Products & Chemicals | SELL | $1,001 - $15,000 | — | — | — |
| 2021-08-02 | BIAWX Brown Adv Sustainable growth | SELL | $1,001 - $15,000 | — | — | — |
| 2021-07-20 | CISIX Calvert US Large Cap Core Responsible Index Fund | BUY | $1,001 - $15,000 | — | — | — |
| 2021-06-21 | JPM JP Morgan | SELL | $1,001 - $15,000 | — | — | — |
| 2021-06-21 | C Citigroup | SELL | $1,001 - $15,000 | — | — | — |
| 2021-06-16 | VZ Verizon | SELL | $1,001 - $15,000 | — | — | — |
| 2021-06-16 | NRG NRG Energy | BUY | $1,001 - $15,000 | — | — | — |
| 2021-06-14 | BAFWX Brown Advisory Sustainable Growth Fund Institutional Shares | SELL | $1,001 - $15,000 | — | — | — |
| 2021-06-14 | ESGD I-shares Trust ESG Aware | SELL | $1,001 - $15,000 | — | — | — |
| 2021-06-14 | NUGL Nuveen ESG Large Cap Growth Fund | SELL | $1,001 - $15,000 | — | — | — |
| 2021-06-10 | VZ Verizon | SELL | $1,001 - $15,000 | — | — | — |
| 2021-06-10 | PEP PepsiCo | SELL | $1,001 - $15,000 | — | — | — |
| 2021-06-10 | NRG NRG Energy | BUY | $1,001 - $15,000 | — | — | — |
| 2021-06-10 | XOM Exxon Mobil | BUY | $1,001 - $15,000 | — | — | — |
| 2021-06-09 | XOM Exxon Mobil | BUY | $1,001 - $15,000 | — | — | — |
| 2021-06-08 | T AT&T | SELL | $1,001 - $15,000 | — | — | — |
| 2021-06-08 | JNJ Johnson & Johnson | SELL | $1,001 - $15,000 | — | — | — |
| 2021-06-08 | XOM Exxon Mobil | BUY | $1,001 - $15,000 | — | — | — |
| 2021-05-17 | VUL.V VULCAN MATERIALS | BUY | $1,001 - $15,000 | — | — | — |
| 2021-05-17 | NULV NUVEEN ESG LARGE CAP VALUE ETF | SELL | $1,001 - $15,000 | — | — | — |
| 2021-05-17 | CFJIX CALVERT US LARGE CAP VALUE RESPONSIBLE INDEX | SELL | $1,001 - $15,000 | — | — | — |
| 2021-05-14 | JPM JPMORGAN CHASE & COMPANY | BUY | $1,001 - $15,000 | — | — | — |
| 2021-05-14 | ETN EATON CORP PLC | BUY | $1,001 - $15,000 | — | — | — |
| 2021-05-14 | NOC NORTHROP GRUMMAN CORP | BUY | $1,001 - $15,000 | — | — | — |
| 2021-05-14 | SE SEA LIMITED ADR | SELL | $1,001 - $15,000 | — | — | — |
| 2021-05-14 | SQ SQUARE INC | SELL | $1,001 - $15,000 | — | — | — |
| 2021-05-14 | GOOC.VI ALPHABET INC CLASS C | SELL | $1,001 - $15,000 | — | — | — |
| 2021-05-03 | IVW I-SHARES S&P 500 GROWTH ETF | SELL | $1,001 - $15,000 | — | — | — |
| 2021-05-03 | STXAX WESTERN ASSET MUNICIPAL FUND | SELL | $1,001 - $15,000 | — | — | — |
| 2021-04-23 | VMN Vulcan Materials Company | BUY | $1,001 - $15,000 | — | — | — |
| 2021-04-23 | ETN Eaton Corp PLC | BUY | $1,001 - $15,000 | — | — | — |
| 2021-04-23 | FTV Fortive Corp | SELL | $1,001 - $15,000 | — | — | — |
| 2021-04-23 | IQV Iqvia Holding Inc | SELL | $1,001 - $15,000 | — | — | — |
| 2021-04-23 | SEA SEA Limited ADR | SELL | $1,001 - $15,000 | — | — | — |
| 2021-03-29 | SMHLX Western Asset Municipal | SELL | $1,001 - $15,000 | — | — | — |
| 2021-03-17 | DE Deere & Company | BUY | $1,001 - $15,000 | — | — | — |
| 2021-03-16 | SPDR Tech SPDR | SELL | $15,001 - $50,000 | — | — | — |
| 2021-03-16 | EPD Enterprise Products partners | BUY | $1,001 - $15,000 | — | — | — |
| 2021-03-16 | CVX Chevron Corp | BUY | $1,001 - $15,000 | — | — | — |
| 2021-03-15 | LMT Lockheed martin | SELL | $1,001 - $15,000 | — | — | — |
| 2021-03-15 | DE Deere & Company | BUY | $1,001 - $15,000 | — | — | — |
| 2021-03-12 | DLR Digital Realty | SELL | $1,001 - $15,000 | — | — | — |
| 2021-03-12 | LMT Lockheed martin | SELL | $1,001 - $15,000 | — | — | — |
| 2021-03-08 | JQC Nuveen Credit Strategies Fund | SELL | $1,001 - $15,000 | — | — | — |
| 2021-03-08 | CFJAX Calvert US Large Cap Value Fund | SELL | $1,001 - $15,000 | — | — | — |
| 2021-03-04 | STX Seagate Technologies Inc | BUY | $1,001 - $15,000 | — | — | — |
| 2021-03-03 | T AT&T Inc | SELL | $1,001 - $15,000 | — | — | — |
| 2021-03-03 | GE General Electric Co | BUY | $1,001 - $15,000 | — | — | — |
| 2021-03-01 | PEP Pepsico | SELL | $1,001 - $15,000 | — | — | — |
| 2021-03-01 | MSFT Microsoft Inc | SELL | $1,001 - $15,000 | — | — | — |
| 2021-02-16 | AON AON plc | BUY | $1,001 - $15,000 | — | — | — |
| 2021-02-16 | MSCI MSCI Inc | BUY | $1,001 - $15,000 | — | — | — |
| 2021-02-16 | APD Air Products and Chemical | SELL | $1,001 - $15,000 | — | — | — |
| 2021-02-16 | AVGO Broadcom Ltd | SELL | $1,001 - $15,000 | — | — | — |
| 2021-02-12 | PG Procter & Gamble Co | SELL | $1,001 - $15,000 | — | — | — |
| 2021-02-10 | SEA SEA Limited ADR | SELL | $1,001 - $15,000 | — | — | — |
| 2021-02-10 | MSFT Microsoft Corp | BUY | $1,001 - $15,000 | — | — | — |
| 2021-02-10 | BLK Blackrock Inc | SELL | $1,001 - $15,000 | — | — | — |
| 2021-02-10 | CTAS Cintas Corp | SELL | $1,001 - $15,000 | — | — | — |
| 2021-02-10 | HD Home Depot | SELL | $1,001 - $15,000 | — | — | — |
| 2021-02-09 | PYPL PayPal Holdings Inc | BUY | $1,001 - $15,000 | — | — | — |
| 2021-02-09 | SQ Square Inc | BUY | $1,001 - $15,000 | — | — | — |
| 2021-02-09 | FIS Fidelity National Info Svcs | SELL | $1,001 - $15,000 | — | — | — |
| 2021-02-09 | OWLSX OW Large Cap Strategies Fund | SELL | $1,001 - $15,000 | — | — | — |
| 2021-02-05 | TCEHY Tencent Holdings | BUY | $1,001 - $15,000 | — | — | — |
| 2021-02-05 | APCD Air Products & Chemical | BUY | $1,001 - $15,000 | — | — | — |
| 2021-02-05 | T AT&T Inc | BUY | $1,001 - $15,000 | — | — | — |
| 2021-02-05 | AMGN Amgen Inc | BUY | $1,001 - $15,000 | — | — | — |
| 2021-02-05 | AVGO Broadcom Corp | BUY | $1,001 - $15,000 | — | — | — |
| 2021-02-05 | BLK Blackrock Inc | BUY | $1,001 - $15,000 | — | — | — |
| 2021-02-05 | BHPLF BHP Group LTD | BUY | $1,001 - $15,000 | — | — | — |
| 2021-02-05 | BMY Bristol-Myers Squibb | BUY | $1,001 - $15,000 | — | — | — |
| 2021-02-05 | CSX CSX Corp | BUY | $1,001 - $15,000 | — | — | — |
| 2021-02-05 | CMCSA Comcast Corp | BUY | $1,001 - $15,000 | — | — | — |
| 2021-02-05 | CVX Chevron Corp | BUY | $1,001 - $15,000 | — | — | — |
| 2021-02-05 | C Citigroup Inc | BUY | $1,001 - $15,000 | — | — | — |
| 2021-02-05 | CCI Crown Castle REIT | BUY | $1,001 - $15,000 | — | — | — |
| 2021-02-05 | DLR Digital Realty | BUY | $1,001 - $15,000 | — | — | — |
| 2021-02-05 | ETR Entergy Corp New Orleans | BUY | $1,001 - $15,000 | — | — | — |
| 2021-02-05 | ETN Eaton Corp Plc | BUY | $1,001 - $15,000 | — | — | — |
| 2021-02-05 | EMR Emerson Elec Co | BUY | $1,001 - $15,000 | — | — | — |
| 2021-02-05 | FITB Fifth Third Bancorp | BUY | $1,001 - $15,000 | — | — | — |
| 2021-02-05 | GE General Electric | BUY | $1,001 - $15,000 | — | — | — |
| 2021-02-05 | HD Home Depot | BUY | $1,001 - $15,000 | — | — | — |
| 2021-02-05 | ESGU iShares Inc iShares ESG | BUY | $15,001 - $50,000 | — | — | — |
| 2021-02-05 | NULG NUVEEN ESG LARGE Cap Fund | BUY | $15,001 - $50,000 | — | — | — |
| 2021-02-05 | NLG NUVEEN ESG LARGE Cap Fund | BUY | $15,001 - $50,000 | — | — | — |
| 2021-02-05 | HYDB iShares USD High Yield | BUY | $1,001 - $15,000 | — | — | — |
| 2021-02-05 | JNK SPDR Bloomberg Barclays | BUY | $1,001 - $15,000 | — | — | — |
| 2021-02-05 | JPM JP Morgan Chase and Co | BUY | $1,001 - $15,000 | — | — | — |
| 2021-02-05 | JNJ Johnson and Johnson | BUY | $1,001 - $15,000 | — | — | — |
| 2021-02-05 | KMI Kinder Morgan Inc Del | BUY | $1,001 - $15,000 | — | — | — |
| 2021-02-05 | LMT Lockheed Martin Corp | BUY | $1,001 - $15,000 | — | — | — |
| 2021-02-05 | LLY Eli Lilly Co | BUY | $1,001 - $15,000 | — | — | — |
| 2021-02-05 | MRK Merck and Co Inc Shs | BUY | $1,001 - $15,000 | — | — | — |
| 2021-02-05 | MDT Medtronic Plc Shs | BUY | $1,001 - $15,000 | — | — | — |
| 2021-02-05 | MCD McDonalds Corp Com | BUY | $1,001 - $15,000 | — | — | — |
| 2021-02-05 | MSFT Microsoft Corp | BUY | $1,001 - $15,000 | — | — | — |
| 2021-02-05 | PEP Pepsico Inc | BUY | $1,001 - $15,000 | — | — | — |
| 2021-02-05 | PG Procter & Gamble Co | BUY | $1,001 - $15,000 | — | — | — |
| 2021-02-05 | O Realty Income Corp | BUY | $1,001 - $15,000 | — | — | — |
| 2021-02-05 | RY.TO Royal Bank Canada | BUY | $1,001 - $15,000 | — | — | — |
| 2021-02-05 | CSCCX Calvert Small Cap | BUY | $15,001 - $50,000 | — | — | — |
| 2021-02-05 | TFC Truist Financial Corp | BUY | $1,001 - $15,000 | — | — | — |
| 2021-02-05 | TXN Texas Instruments | BUY | $1,001 - $15,000 | — | — | — |
| 2021-02-05 | TGT Target Corp Common Stock | BUY | $1,001 - $15,000 | — | — | — |
| 2021-02-05 | UPS United parcel Svcs | BUY | $1,001 - $15,000 | — | — | — |
| 2021-02-05 | VZ Verizon Communications Inc | BUY | $1,001 - $15,000 | — | — | — |
| 2021-02-05 | VICI VICI Properties Inc | BUY | $1,001 - $15,000 | — | — | — |
| 2021-02-05 | WMT Walmart inc | BUY | $1,001 - $15,000 | — | — | — |
| 2021-02-05 | CFJIX Calvert US Large Cap Value | BUY | $15,001 - $50,000 | — | — | — |
| 2021-02-04 | BSIIX Blackrock Strategic | BUY | $15,001 - $50,000 | — | — | — |
| 2021-02-04 | JSOAX JP Morgan Strategic | BUY | $15,001 - $50,000 | — | — | — |
| 2021-02-04 | TSBRX TIAA Cref Core Impact | BUY | $15,001 - $50,000 | — | — | — |
| 2021-02-04 | BIAWX Brown Adv Sustainable | BUY | $1,001 - $15,000 | — | — | — |
| 2021-01-20 | SCHW Charles Schwab Corp | BUY | $1,001 - $15,000 | — | — | — |
| 2021-01-20 | APD Air Products & Chemicals | BUY | $1,001 - $15,000 | — | — | — |
| 2021-01-20 | ASML ASML Holding | BUY | $1,001 - $15,000 | — | — | — |
| 2021-01-20 | CB Chubb Ltd | SELL | $1,001 - $15,000 | — | — | — |
Most Traded Stocks
Tickers Kurt trades most
MSFT
Microsoft Corporation
8 trades
▲ 3
▼ 5
AON
AON PLC
7 trades
▲ 3
▼ 4
OWLSX
Old Westbury Large Cap Strategies Fund
7 trades
▲ 2
▼ 5
C
Citigroup PLC
6 trades
▲ 1
▼ 5
HD
Home Depot Inc
6 trades
▲ 1
▼ 5
JPM
JP Morgan Chase
6 trades
▲ 4
▼ 2
XOM
EXXON Mobile Corp
6 trades
▲ 4
▼ 2
APD
Air Products & Chemicals
5 trades
▲ 3
▼ 2
LLY
Eli Lilly Co
5 trades
▲ 5
T
AT&T Inc
5 trades
▲ 1
▼ 4
UNP
Union Pacific Corp
5 trades
▲ 1
▼ 4
AAPL
Apple Inc
4 trades
▼ 4
BAFWX
Brown Advisory Sustainable Growth Fund
4 trades
▲ 1
▼ 3
BLK
Blackrock Global
4 trades
▲ 1
▼ 3
BX
Blackstone Inc
4 trades
▲ 2
▼ 2
ETN
Eaton Corporation
4 trades
▲ 3
▼ 1
PEP
PepsiCo
4 trades
▲ 1
▼ 3
SEA
SEA Ltd ADR
4 trades
▲ 2
▼ 2
V
Visa Inc
4 trades
▼ 4
VZ
Verizon
4 trades
▲ 2
▼ 2
ADBE
Adobe Inc
3 trades
▲ 2
▼ 1
AIG
American International Group
3 trades
▲ 3
AMT
American Tower Corp
3 trades
▲ 2
▼ 1
APCD
Air Products & Chemicals
3 trades
▲ 1
▼ 2
BIAWX
Brown Advisory Sustainable Growth Fund
3 trades
▲ 2
▼ 1
CHTR
Charter Communications Inc
3 trades
▼ 3
CTAS
Cintas Corp
3 trades
▲ 1
▼ 2
CVX
CVX
3 trades
▲ 3
DE
Deere & Company
3 trades
▲ 2
▼ 1
FB
Meta Platforms Inc
3 trades
▼ 3
IQV
Iqvia Holdings Inc
3 trades
▼ 3
LMT
Lockheed martin
3 trades
▲ 1
▼ 2
NOC
Northrup Grumman Corp
3 trades
▲ 2
▼ 1
NRG
NRG Energy
3 trades
▲ 2
▼ 1
NULC
Nuveen EDG Large Cap
3 trades
▲ 2
▼ 1
NVDA
NVIDIA Corporation
3 trades
▲ 3
OWSMX
Old Westbury Small & Mid Cap Strategies Fund
3 trades
▲ 1
▼ 2
PYPL
PayPal Holdings Inc
3 trades
▲ 1
▼ 2
SE
Seagate Limited ADR
3 trades
▼ 3
SLV
iShare Silver Trust
3 trades
▲ 1
▼ 2
TMO
Thermo Fisher Scientific
3 trades
▼ 3
WMT
Walmart Inc
3 trades
▲ 2
▼ 1
APTV
Aptiv PLC
2 trades
▲ 1
▼ 1
AVGO
Broadcom Ltd
2 trades
▲ 1
▼ 1
BABA
Alibaba Group Holdings Ltd
2 trades
▼ 2
BSIXX
Blackrock Strategic
2 trades
▲ 2
CFJIX
CALVERT US LARGE CAP VALUE RESPONSIBLE INDEX
2 trades
▲ 1
▼ 1
CPRT
COPART Inc
2 trades
▲ 2
CTXS
Citrix Systems Inc
2 trades
▲ 1
▼ 1
DG
Dollar General
2 trades
▲ 2
DHR
Danaher Corporation
2 trades
▼ 2
DLR
Digital Realty
2 trades
▲ 1
▼ 1
EMR
Emerson Electric Company
2 trades
▲ 1
▼ 1
GE
General Electric Co
2 trades
▲ 2
HLT
Hilton Worldwide Holdings
2 trades
▲ 1
▼ 1
IVW
I-SHARES S&P 500 GROWTH ETF
2 trades
▼ 2
JNJ
Johnson & Johnson
2 trades
▲ 1
▼ 1
MSI
Motorola Solutions Inc
2 trades
▲ 2
NKE
Nike Inc Class B
2 trades
▼ 2
NOW
ServiceNow Inc
2 trades
▼ 2
OWMBX
Old Westbury Municipal Bond Fund
2 trades
▲ 1
▼ 1
OWSOX
Old Westbury Multi-Asset Opps Fund
2 trades
▼ 2
PG
Procter & Gamble Co
2 trades
▲ 1
▼ 1
PLD
ProLogis Inc
2 trades
▲ 2
ROST
Ross Stores Inc
2 trades
▲ 1
▼ 1
SCHW
Charles Schwab Corp
2 trades
▲ 2
SPDR
S&P 500 Depository Receipts
2 trades
▼ 2
SQ
SQUARE INC
2 trades
▲ 1
▼ 1
TCEHY
Tencent Holdings
2 trades
▲ 1
▼ 1
TRGIX
TIAA CREF
2 trades
▲ 1
▼ 1
TTWO
Take-2 Interactive
2 trades
▲ 2
TXN
Texas Instruments Inc
2 trades
▲ 1
▼ 1
XLV
Health Care Select
2 trades
▲ 1
▼ 1
ABBV
Abbvie
1 trade
▼ 1
AMGN
Amgen Inc
1 trade
▲ 1
ANPDF
Anta Sports Products LTD
1 trade
▲ 1
ASML
ASML Holding
1 trade
▲ 1
ATVI
Activision Blizzard Inc
1 trade
▼ 1
AXP
American Express
1 trade
▲ 1
BAC
Bank of America
1 trade
▼ 1
BAM
BRKFLD Asset MGMT
1 trade
▲ 1
BAX
Baxter International Inc
1 trade
▲ 1
BHPLF
BHP Group LTD
1 trade
▲ 1
BKNG
Bookings Holdings Inc
1 trade
▼ 1
BMY
Bristol-Myers Squibb
1 trade
▲ 1
BSIIX
Blackrock Strategic
1 trade
▲ 1
BXMDX
Blackstone Alternative Multi-Strategy
1 trade
▼ 1
CB
Chubb Ltd
1 trade
▼ 1
CCI
Crown Castle REIT
1 trade
▲ 1
CFJAX
Calvert US Large Cap Value Fund
1 trade
▼ 1
CISIX
Calvert US Large Cap Core Responsible Index Fund
1 trade
▲ 1
CMCSA
Comcast Corp
1 trade
▲ 1
CME
CME Group Inc
1 trade
▼ 1
COST
Costco Wholesale
1 trade
▲ 1
CSCCX
Calvert Small Cap
1 trade
▲ 1
CSVIX
Calvert Small Cap Fund
1 trade
▲ 1
CSX
CSX Corp
1 trade
▲ 1
CTLT
Catalent
1 trade
▲ 1
DISCA
Discover financial service
1 trade
▼ 1
EPD
Enterprise Products partners
1 trade
▲ 1
ESGD
I-shares Trust ESG Aware
1 trade
▼ 1
ESGU
iShares Inc iShares ESG
1 trade
▲ 1
ETR
Entergy Corp New Orleans
1 trade
▲ 1
FIS
Fidelity National Info Svcs
1 trade
▼ 1
FITB
Fifth Third Bancorp
1 trade
▲ 1
FIX
iShares Chine Large-Cap ETF
1 trade
▲ 1
FNF
Fidelity national information services
1 trade
▼ 1
FTV
Fortive Corp
1 trade
▼ 1
FXI
IShares China Large-Cap ETF
1 trade
▼ 1
GD
General Dynamics Corp
1 trade
▲ 1
GOOC.VI
ALPHABET INC CLASS C
1 trade
▼ 1
GOOGL
Alphabet Inc Class B
1 trade
▼ 1
HWM
Howmet Aerospace Inc
1 trade
▲ 1
HYDB
iShares USD High Yield
1 trade
▲ 1
INTC
Intel Corporation
1 trade
▼ 1
IQVA
Iqvia Holdings Inc
1 trade
▼ 1
IWM
iShares Trust - iShares Russell 2000 ETF
1 trade
▲ 1
IWV
iShares Russel 3000 ETF
1 trade
▼ 1
J
Jacobs Engineering Group Inc
1 trade
▲ 1
JEMWX
JP Morgan Emerging mkts
1 trade
▲ 1
JFAMX
JPMorgan Emerging Markets Equity Fund Class A
1 trade
▲ 1
JNK
SPDR Bloomberg Barclays
1 trade
▲ 1
JQC
Nuveen Credit Strategies Fund
1 trade
▼ 1
JSOAX
JP Morgan Strategic
1 trade
▲ 1
KMI
Kinder Morgan Inc Del
1 trade
▲ 1
LUMN
Lumen Technologies
1 trade
▼ 1
MCD
McDonalds Corp Com
1 trade
▲ 1
MDT
Medtronic Plc Shs
1 trade
▲ 1
MELI
MercadoLibre Inc
1 trade
▲ 1
MNP
Western Asset muni
1 trade
▼ 1
MRK
Merck and Co Inc Shs
1 trade
▲ 1
MSCI
MSCI Inc
1 trade
▲ 1
NLG
NUVEEN ESG LARGE Cap Fund
1 trade
▲ 1
NTR
Nutrien LTD
1 trade
▼ 1
NUGL
Nuveen ESG Large Cap Growth Fund
1 trade
▼ 1
NULG
NUVEEN ESG LARGE Cap Fund
1 trade
▲ 1
NULV
NUVEEN ESG LARGE CAP VALUE ETF
1 trade
▼ 1
NUSC
Nuveen ESG
1 trade
▼ 1
O
Realty Income Corp
1 trade
▲ 1
OWCIX
Old Westbury Credit Income Fund
1 trade
▲ 1
RARE
Ultragenyx Pharmaceuticals
1 trade
▲ 1
RY.TO
Royal Bank Canada
1 trade
▲ 1
SAFRY
Safran SA
1 trade
▼ 1
SMHLX
Western Asset Municipal
1 trade
▼ 1
SPGI
S&P Global inc
1 trade
▲ 1
SPY
S&P 500 Dep Rcpts
1 trade
▼ 1
STX
Seagate Technologies Inc
1 trade
▲ 1
STXAX
WESTERN ASSET MUNICIPAL FUND
1 trade
▼ 1
TFC
Truist Financial Corp
1 trade
▲ 1
TGT
Target Corp Common Stock
1 trade
▲ 1
TSBRX
TIAA Cref Core Impact
1 trade
▲ 1
UHG
UnitedHealth Group
1 trade
▲ 1
UPS
United parcel Svcs
1 trade
▲ 1
VICI
VICI Properties Inc
1 trade
▲ 1
VMC
Vulcan Materials
1 trade
▲ 1
VMN
Vulcan Materials Company
1 trade
▲ 1
VUG
Vanguard Growth ETF
1 trade
▼ 1
VUL.V
VULCAN MATERIALS
1 trade
▲ 1
WM
Waste Management
1 trade
▼ 1
WMC
Western Asset Core
1 trade
▼ 1
XLK
Select Sector SPDR technology
1 trade
▼ 1
XLP
Consumer Staples Index ETF
1 trade
▲ 1
ZTS
Zoetis Inc
1 trade
▼ 1
Trade timeline
Buy
Sell
Dot size = disclosed trade amount
← swipe the chart to see the whole period
Positions they finished
2 times
Kurt bought a stock and later sold the same stock,
with both dates disclosed. 1 of the
2 beat the S&P 500 over the identical days.
+12.1pp
vs the S&P over the same days
Bought
The 182 days they held it
Sold
OWMBX moved -6.7% while the S&P did -18.8%. Disclosed as $1,001 - $15,000 bought, $15,001 - $50,000 sold — which is why this is a price move and not a profit.
-2.3pp
vs the S&P over the same days
Bought
The 142 days they held it
Sold
TRGIX moved -1.3% while the S&P did +0.9%. Disclosed as $1,001 - $15,000 bought, $1,001 - $15,000 sold — which is why this is a price move and not a profit.
32.9%
Across every member we can measure, most completed positions lost to the index.
167 of 508 closed round trips by
47 members beat the S&P 500 over their own holding periods —
32.9%, against the
50% you would get from chance. The median one
finished -4.4 percentage points behind
the index after 95 days. That is the opposite of what
congressional trade-tracking usually implies, and it is what these
disclosures actually show once the positions are closed.
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.
⚠ Disclaimer: Congressional trading data from public STOCK Act disclosures. Trades may be filed up to 45 days after the transaction. This does not constitute evidence of insider trading or any improper activity. Not financial advice.
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