Robert J. Wittman
185
STOCK Act Trades
91
Buys
94
Sells
102
Stocks Traded
$199K – $2810K
Value Range
2026-06-30
Latest Trade
14 days
Median Filing Lag · 11% late
All Trades
185 transactions, newest first
← swipe to see all columns
| Date | Stock | Action | Amount | Return | vs SPY | Alpha |
|---|---|---|---|---|---|---|
| 2026-06-30 | CCI Crown Castle Inc. Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2023-12-07 | MA Mastercard Incorporated | BUY | $1,001 - $15,000 | — | — | — |
| 2023-09-28 | ABBV AbbVie Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2023-09-28 | GOOG Alphabet Inc. - Class C Capital Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2023-09-28 | AMZN Amazon.com, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2023-09-28 | AAPL Apple Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2023-09-28 | CAT Caterpillar, Inc. oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2023-09-28 | EOG EOG Resources, Inc. oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2023-09-28 | HIG Hartford Financial Services Group, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2023-09-28 | JPM JP Morgan Chase & Co. | SELL | $1,001 - $15,000 | — | — | — |
| 2023-09-28 | KMI Kinder Morgan, Inc. oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2023-09-28 | MSFT Microsoft Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2023-09-28 | PLD ProLogis, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2023-09-28 | UNH UnitedHealth Group Incorporated Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2023-09-28 | WMT Walmart Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2023-09-15 | FIS Fidelity National Information Services, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2023-09-15 | IFF International Flavors & Fragrances, Inc. oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2023-09-07 | AMT American Tower Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2023-08-17 | PSX Phillips 66 oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2023-07-31 | KMB Kimberly-Clark Corporation oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2023-07-31 | PG Procter & Gamble Company | BUY | $1,001 - $15,000 | — | — | — |
| 2023-07-27 | UNP Union Pacific Corporation oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2023-07-21 | DG Dollar General Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2023-07-21 | ZTS Zoetis Inc. Class A | BUY | $1,001 - $15,000 | — | — | — |
| 2023-06-13 | AVGO Broadcom Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2023-06-13 | CB Chubb Limited | SELL | $1,001 - $15,000 | — | — | — |
| 2023-06-13 | SPGI S&P Global Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2023-05-30 | JPM JP Morgan Chase & Co. | BUY | $1,001 - $15,000 | — | — | — |
| 2023-04-21 | ACN Accenture plc Class A Ordinary Shares | SELL | $1,001 - $15,000 | — | — | — |
| 2023-04-20 | CSCO Cisco Systems, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2023-04-20 | XOM Exxon Mobil Corporation oversees this sector | BUY | $1,001 - $15,000 | — | — | — |
| 2023-02-03 | MSFT Microsoft Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2023-01-20 | BAX Baxter International Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2023-01-03 | ELV Elevance Health, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2022-12-21 | DG Dollar General Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2022-12-21 | MCD McDonald's Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2022-12-07 | CMCSA Comcast Corporation - Class A | BUY | $1,001 - $15,000 | — | — | — |
| 2022-12-07 | MA Mastercard Incorporated | BUY | $1,001 - $15,000 | — | — | — |
| 2022-11-18 | AMZN Amazon.com, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2022-11-17 | AAPL Apple Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2022-10-08 | ACN Accenture plc Class A Ordinary Shares | BUY | $1,001 - $15,000 | — | — | — |
| 2022-09-27 | WRK Westrock Company | SELL | $1,001 - $15,000 | — | — | — |
| 2022-09-27 | XLE Energy Sel Selct SPDR FD | BUY | $1,001 - $15,000 | — | — | — |
| 2022-09-27 | FLGB Franklin FTSE UK ETF | SELL | $1,001 - $15,000 | — | — | — |
| 2022-09-27 | PAVE Global X US INF DEV ETF | SELL | $1,001 - $15,000 | — | — | — |
| 2022-09-27 | SHYG IShares 0-5 HY Corp | BUY | $1,001 - $15,000 | — | — | — |
| 2022-09-27 | IEFA iShares Core MSCI EAFE ETF | SELL | $1,001 - $15,000 | — | — | — |
| 2022-09-27 | IYW iShares US Technology ETF | SELL | $1,001 - $15,000 | — | — | — |
| 2022-09-27 | JEPQ JPM Nasdaq Equity Premium | BUY | $1,001 - $15,000 | — | — | — |
| 2022-09-15 | CMCSA Comcast Corporation - Class A | SELL | $1,001 - $15,000 | — | — | — |
| 2022-09-15 | IFF International Flavors & Fragrances, Inc. oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2022-09-15 | MA Mastercard Incorporated | SELL | $1,001 - $15,000 | — | — | — |
| 2022-09-15 | MA Mastercard Incorporated | BUY | $1,001 - $15,000 | — | — | — |
| 2022-09-15 | SSGA SPDR S&P 500 ETF Trust | BUY | $1,001 - $15,000 | — | — | — |
| 2022-08-30 | NWWOX Virtus Vontobel Opp | BUY | $1,001 - $15,000 | — | — | — |
| 2022-08-16 | GSLC Goldman Activebeta US LC ETF | SELL | $1,001 - $15,000 | — | — | — |
| 2022-08-16 | IYW iShares US Technology ETF | SELL | $1,001 - $15,000 | — | — | — |
| 2022-08-10 | GOOG Alphabet Inc. - Class C Capital Stock | BUY | $1,001 - $15,000 | — | — | — |
| 2022-08-10 | AMZN Amazon.com, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2022-08-10 | MSFT Microsoft Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2022-08-10 | IYW iShares US Technology ETF | BUY | $1,001 - $15,000 | — | — | — |
| 2022-08-10 | SRLN SPDR Blackstone Senior Loan | SELL | $1,001 - $15,000 | — | — | — |
| 2022-07-15 | ABT Abbott Laboratories | BUY | $1,001 - $15,000 | — | — | — |
| 2022-07-15 | BAX Baxter International Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2022-07-15 | WMT Walmart Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2022-07-15 | TJX TJX Companies, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2022-06-16 | ABT Abbott Laboratories | SELL | $1,001 - $15,000 | — | — | — |
| 2022-06-16 | ABBV AbbVie Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2022-06-16 | AMZN Amazon.com, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2022-06-16 | BAX Baxter International Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2022-06-16 | FIXD First Trust TCW Opportunistic Fixed Income ETF | SELL | $1,001 - $15,000 | — | — | — |
| 2022-06-16 | GE General Electric Company oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2022-06-16 | Global X Funds Global X U.S. | SELL | $1,001 - $15,000 | — | — | — |
| 2022-06-16 | SHYG iShares 0-5 Year High Yield Corporate Bond ETF | BUY | $1,001 - $15,000 | — | — | — |
| 2022-06-16 | TLH iShares 10-20 Year Treasury Bond ETF | BUY | $1,001 - $15,000 | — | — | — |
| 2022-06-16 | IVV iShares Core S&P 500 ETF | SELL | $1,001 - $15,000 | — | — | — |
| 2022-06-16 | IWB iShares Russell 1000 ETF | BUY | $1,001 - $15,000 | — | — | — |
| 2022-06-16 | SPY SPDR S&P 500 | SELL | $1,001 - $15,000 | — | — | — |
| 2022-06-16 | TJX TJX Companies, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2022-06-16 | WMT Walmart Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2022-06-16 | WMT Walmart Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2022-06-16 | PAVE Global X Funds Global X US infra Dev ETF | SELL | $1,001 - $15,000 | — | — | — |
| 2022-05-16 | EFG iShares MSCI EAFE Growth EF | SELL | $1,001 - $15,000 | — | — | — |
| 2022-05-10 | DRE Duke Realty Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2022-05-10 | SBUX Starbucks Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2022-05-10 | HEFA ISHA Curr Hedged MSCI EAFE | BUY | $1,001 - $15,000 | — | — | — |
| 2022-05-10 | SHYG iShares 0-5 HY Corp | BUY | $1,001 - $15,000 | — | — | — |
| 2022-05-10 | IEFA iShare Core MSCI EAFE ETF | SELL | $1,001 - $15,000 | — | — | — |
| 2022-05-10 | IEUR iShares Core MSCI Europe | SELL | $1,001 - $15,000 | — | — | — |
| 2022-05-10 | BBCA JPMorgan Betabuilders Canada | BUY | $1,001 - $15,000 | — | — | — |
| 2022-05-10 | JEPI JPMorgan Equity Premium Inco | BUY | $1,001 - $15,000 | — | — | — |
| 2022-05-10 | SRLN SPDR Blackstone Senior Loan | BUY | $1,001 - $15,000 | — | — | — |
| 2022-05-10 | BND Vanguard Total Bond Market | SELL | $1,001 - $15,000 | — | — | — |
| 2022-04-26 | PSDTX Putnam Ultra Short Duration Inc A | SELL | $1,001 - $15,000 | — | — | — |
| 2022-04-19 | ABT Abbott Laboratories | BUY | $1,001 - $15,000 | — | — | — |
| 2022-04-19 | TJX TJX Companies, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2022-04-19 | IWB iShares Russell 1000 ETF | SELL | $1,001 - $15,000 | — | — | — |
| 2022-04-19 | SPDR SPDR S&P 500 ETF Trust | BUY | $1,001 - $15,000 | — | — | — |
| 2022-03-29 | CAT Caterpillar, Inc. oversees this sector | BUY | $1,001 - $15,000 | — | — | — |
| 2022-03-29 | GE General Electric Company oversees this sector | BUY | $1,001 - $15,000 | — | — | — |
| 2022-03-29 | HIG Hartford Financial Services Group, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2022-03-29 | TLT iShares 20+ Year Treasury Bond ETF | BUY | $1,001 - $15,000 | — | — | — |
| 2022-03-29 | RIO Rio Tinto Plc oversees this sector | BUY | $1,001 - $15,000 | — | — | — |
| 2022-03-15 | ABT Abbott Laboratories | SELL | $1,001 - $15,000 | — | — | — |
| 2022-03-15 | IWB iShares Russell 1000 ETF | BUY | $1,001 - $15,000 | — | — | — |
| 2022-03-15 | SPY SPDR S&P 500 | SELL | $1,001 - $15,000 | — | — | — |
| 2022-03-15 | TJX TJX Companies, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2022-03-08 | SHYG iShares 0-5 Year High Yield Corporate Bond ETF | BUY | $1,001 - $15,000 | — | — | — |
| 2022-03-08 | KMI.W Kinder Morgan, Inc. Warrants Expiring 2017 | BUY | $1,001 - $15,000 | — | — | — |
| 2022-03-08 | KMLW Kinder Morgan Inc Warrants Expiring 2017 | BUY | $1,001 - $15,000 | — | — | — |
| 2022-02-28 | MA Mastercard Incorporated | BUY | $1,001 - $15,000 | — | — | — |
| 2022-02-28 | MRK FIlINg STATuS: New SubHOlDINg OF: Morgan Stanley Merck & Company, Inc. Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2022-02-27 | PDM Piedmont Office Realty Trust, Inc. Class A | SELL | $1,001 - $15,000 | — | — | — |
| 2022-01-28 | Apple Inc. (AAPl) | BUY | $1,001 - $15,000 | — | — | — |
| 2022-01-28 | HON FIlINg STATuS: New SubHOldINg OF: Morgan Stanley Invesco S&P 500 High beta ETF (SPHb) | SELL | $1,001 - $15,000 | — | — | — |
| 2022-01-28 | (IEuR) FIlINg STATuS: New SubHOldINg OF: Morgan Stanley INH IRA iShares MSCI EAFE growth ETF (EFg) | SELL | $1,001 - $15,000 | — | — | — |
| 2022-01-28 | AAPL Apple Inc | BUY | $1,001 - $15,000 | — | — | — |
| 2022-01-28 | FLGB Franklin FTSE United Kingdom ETF | BUY | $1,001 - $15,000 | — | — | — |
| 2022-01-28 | SPHB Invesco S&P 500 High Beta ETF | SELL | $1,001 - $15,000 | — | — | — |
| 2022-01-28 | IEUR iShares Core MSCI Europe ETF | BUY | $1,001 - $15,000 | — | — | — |
| 2022-01-28 | EFG iShares MSCI EAFE Growth ETF | SELL | $1,001 - $15,000 | — | — | — |
| 2022-01-28 | FB Meta Platforms Inc - Class A | BUY | $1,001 - $15,000 | — | — | — |
| 2022-01-28 | XLE SPDR Select Sector Fund - Energy Select Sector | BUY | $1,001 - $15,000 | — | — | — |
| 2022-01-14 | HON ETF (Flgb) FIlINg STATuS: New SubHOldINg OF: Morgan Stanley INH IRA Honeywell International Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2022-01-14 | lockheed Martin Corporation (lMT) | SELL | $1,001 - $15,000 | — | — | — |
| 2022-01-14 | SPY FIlINg STATuS: New SubHOldINg OF: Morgan Stanley INH IRA SPdR S&P 500 | BUY | $1,001 - $15,000 | — | — | — |
| 2022-01-14 | LMT Lockheed Martin Corporation oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2022-01-05 | SPY FIlINg STATuS: New SubHOldINg OF: Morgan Stanley SPdR S&P 500 | SELL | $1,001 - $15,000 | — | — | — |
| 2021-12-16 | T AT&T Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2021-12-16 | FIlINg STATuS: New SubHOldINg OF: Morgan Stanley boston Scientific Corporation (bSX) | SELL | $1,001 - $15,000 | — | — | — |
| 2021-12-16 | FIlINg STATuS: New SubHOldINg OF: Morgan Stanley EOg Resources, Inc. (EOg) | BUY | $1,001 - $15,000 | — | — | — |
| 2021-12-16 | NOC Northrop grumman Corporation oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2021-12-16 | NOC FIlINg STATuS: New SubHOldINg OF: Morgan Stanley INH IRA Starbucks Corporation (SbuX) oversees this sector | BUY | $1,001 - $15,000 | — | — | — |
| 2021-12-16 | BSX Boston Scientific Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2021-12-16 | EOG EOG Resources Inc oversees this sector | BUY | $1,001 - $15,000 | — | — | — |
| 2021-12-16 | SBUX Starbucks Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2021-12-16 | TGT Target Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2021-12-16 | WRK.V Westrock Company Common Stock Ex-Distribution When Issued | BUY | $1,001 - $15,000 | — | — | — |
| 2021-12-14 | CME (bSX) FIlINg STATuS: New SubHOldINg OF: Morgan Stanley INH IRA CME group Inc. - Class A | SELL | $1,001 - $15,000 | — | — | — |
| 2021-12-14 | NEE FIlINg STATuS: New SubHOldINg OF: Morgan Stanley INH IRA NextEra Energy, Inc. oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2021-12-14 | WMT FIlINg STATuS: New SubHOldINg OF: Morgan Stanley INH IRA Walmart Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2021-12-09 | T FIlINg STATuS: New SubHOldINg OF: Morgan Stanley INH IRA AT&T Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2021-09-30 | CONE CyrusOne Inc | BUY | $1,001 - $15,000 | — | — | — |
| 2021-09-13 | JNJ Johnson & Johnson | SELL | $1,001 - $15,000 | — | — | — |
| 2021-09-13 | TJX TJX Companies Inc | BUY | $1,001 - $15,000 | — | — | — |
| 2021-09-10 | JNJ Johnson & Johnson | SELL | $1,001 - $15,000 | — | — | — |
| 2021-09-01 | RGLD Royal Gold Inc | SELL | $1,001 - $15,000 | — | — | — |
| 2021-08-26 | CSCO Cisco Systems Inc | SELL | $1,001 - $15,000 | — | — | — |
| 2021-05-14 | DG Dollar General Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2021-05-14 | UPS United Parcel Service Inc oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2021-04-22 | AVGO Broadcom Inc | BUY | $1,001 - $15,000 | — | — | — |
| 2021-03-31 | GE General Electric Company oversees this sector | BUY | $1,001 - $15,000 | — | — | — |
| 2021-03-31 | LOW Lowes Companies Inc | SELL | $1,001 - $15,000 | — | — | — |
| 2021-02-18 | PGR Progressive Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2021-01-13 | CAT Caterpillar, Inc. oversees this sector | BUY | $1,001 - $15,000 | — | — | — |
| 2021-01-13 | V VISA Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2020-12-31 | CVS CVS Health Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2020-12-31 | PBCT People's United Financial, Inc. | SELL | $15,001 - $50,000 | — | — | — |
| 2020-11-20 | DIS Walt Disney Company | SELL | $1,001 - $15,000 | — | — | — |
| 2020-10-16 | AXP American Express Company | BUY | $1,001 - $15,000 | — | — | — |
| 2020-10-16 | ANTM Anthem, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2020-10-16 | SCHW Charles Schwab Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2020-10-16 | IFF Internationa Flavors & Fragrances, Inc. oversees this sector | BUY | $1,001 - $15,000 | — | — | — |
| 2020-10-02 | BSX Boston Scientific Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2020-10-02 | MSFT Microsoft Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2020-10-02 | PGR Progressive Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2020-07-02 | COST Costco Wholesale Corp | BUY | $1,001 - $15,000 | — | — | — |
| 2020-07-02 | CCI Crown Castle International Corp | BUY | $1,001 - $15,000 | — | — | — |
| 2020-07-02 | CVS CVS Health Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2020-07-02 | DUK Duke Energy Corp oversees this sector | SELL | $1,001 - $15,000 | — | — | — |
| 2020-07-02 | HD Home Depot | BUY | $1,001 - $15,000 | — | — | — |
| 2020-07-02 | KMB Kimberly-Clark Corp oversees this sector | BUY | $1,001 - $15,000 | — | — | — |
| 2020-07-02 | RGLD Royal Gold Inc | BUY | $1,001 - $15,000 | — | — | — |
| 2020-07-02 | V Visa Inc | BUY | $1,001 - $15,000 | — | — | — |
| 2020-06-22 | MSI Motorola Solutions, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2020-06-22 | PNC PNC Financial Services Group, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2020-05-22 | BDX Becton, Dickinson and Company | SELL | $1,001 - $15,000 | — | — | — |
| 2020-05-21 | XOM Exxon Mobil Corporation oversees this sector | BUY | $1,001 - $15,000 | — | — | — |
| 2020-05-21 | LOW Lowe'S Companies, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2020-04-06 | MCD MCDONALD's Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2020-03-30 | AGN Allergan plc Ordinary Shares | SELL | $1,001 - $15,000 | — | — | — |
| 2020-03-30 | MRK Merck & Company, Inc. Common Stock | BUY | $1,001 - $15,000 | — | — | — |
| 2020-03-10 | TGT Target Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2020-02-27 | ABBV AbbVie Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2020-01-10 | SCHW Charles Schwab Corporation | BUY | $1,001 - $15,000 | — | — | — |
Most Traded Stocks
Tickers Robert trades most
Global X Funds Global X U.S.
6 trades
▲ 2
▼ 4
MA
Mastercard Incorporated
5 trades
▲ 4
▼ 1
TJX
TJX Companies, Inc.
5 trades
▲ 3
▼ 2
WMT
Walmart Inc.
5 trades
▲ 3
▼ 2
ABT
Abbott Laboratories
4 trades
▲ 2
▼ 2
AMZN
Amazon.com, Inc.
4 trades
▲ 3
▼ 1
MSFT
Microsoft Corporation
4 trades
▲ 2
▼ 2
SHYG
IShares 0-5 HY Corp
4 trades
▲ 4
SPY
SPDR S&P 500
4 trades
▲ 1
▼ 3
AAPL
Apple Inc.
3 trades
▲ 2
▼ 1
ABBV
AbbVie Inc.
3 trades
▲ 2
▼ 1
BAX
Baxter International Inc.
3 trades
▲ 1
▼ 2
CAT
Caterpillar, Inc.
3 trades
▲ 2
▼ 1
DG
Dollar General Corporation
3 trades
▲ 1
▼ 2
GE
General Electric Company
3 trades
▲ 2
▼ 1
IFF
International Flavors & Fragrances, Inc.
3 trades
▲ 1
▼ 2
IWB
iShares Russell 1000 ETF
3 trades
▲ 2
▼ 1
IYW
iShares US Technology ETF
3 trades
▲ 1
▼ 2
ACN
Accenture plc Class A Ordinary Shares
2 trades
▲ 1
▼ 1
AVGO
Broadcom Inc.
2 trades
▲ 1
▼ 1
BSX
Boston Scientific Corporation
2 trades
▲ 1
▼ 1
CCI
Crown Castle Inc. Common Stock
2 trades
▲ 1
▼ 1
CMCSA
Comcast Corporation - Class A
2 trades
▲ 1
▼ 1
CSCO
Cisco Systems, Inc.
2 trades
▼ 2
CVS
CVS Health Corporation
2 trades
▼ 2
EFG
iShares MSCI EAFE Growth EF
2 trades
▼ 2
EOG
EOG Resources, Inc.
2 trades
▲ 1
▼ 1
FLGB
Franklin FTSE UK ETF
2 trades
▲ 1
▼ 1
GOOG
Alphabet Inc. - Class C Capital Stock
2 trades
▲ 1
▼ 1
HIG
Hartford Financial Services Group, Inc.
2 trades
▲ 1
▼ 1
HON
FIlINg STATuS: New SubHOldINg OF: Morgan Stanley Invesco S&P 500 High beta ETF (SPHb)
2 trades
▼ 2
IEFA
iShares Core MSCI EAFE ETF
2 trades
▼ 2
IEUR
iShares Core MSCI Europe
2 trades
▲ 1
▼ 1
JNJ
Johnson & Johnson
2 trades
▼ 2
JPM
JP Morgan Chase & Co.
2 trades
▲ 1
▼ 1
KMB
Kimberly-Clark Corporation
2 trades
▲ 1
▼ 1
LOW
Lowes Companies Inc
2 trades
▲ 1
▼ 1
MCD
McDonald's Corporation
2 trades
▲ 1
▼ 1
MRK
FIlINg STATuS: New SubHOlDINg OF: Morgan Stanley Merck & Company, Inc. Common Stock
2 trades
▲ 1
▼ 1
NOC
Northrop grumman Corporation
2 trades
▲ 1
▼ 1
PAVE
Global X US INF DEV ETF
2 trades
▼ 2
PGR
Progressive Corporation
2 trades
▲ 1
▼ 1
RGLD
Royal Gold Inc
2 trades
▲ 1
▼ 1
SBUX
Starbucks Corporation
2 trades
▲ 1
▼ 1
SCHW
Charles Schwab Corporation
2 trades
▲ 2
SRLN
SPDR Blackstone Senior Loan
2 trades
▲ 1
▼ 1
T
AT&T Inc.
2 trades
▲ 1
▼ 1
TGT
Target Corporation
2 trades
▲ 1
▼ 1
V
VISA Inc.
2 trades
▲ 1
▼ 1
XLE
Energy Sel Selct SPDR FD
2 trades
▲ 2
XOM
Exxon Mobil Corporation
2 trades
▲ 2
AGN
Allergan plc Ordinary Shares
1 trade
▼ 1
AMT
American Tower Corporation
1 trade
▲ 1
ANTM
Anthem, Inc.
1 trade
▲ 1
AXP
American Express Company
1 trade
▲ 1
BBCA
JPMorgan Betabuilders Canada
1 trade
▲ 1
BDX
Becton, Dickinson and Company
1 trade
▼ 1
BND
Vanguard Total Bond Market
1 trade
▼ 1
CB
Chubb Limited
1 trade
▼ 1
CME
(bSX) FIlINg STATuS: New SubHOldINg OF: Morgan Stanley INH IRA CME group Inc. - Class A
1 trade
▼ 1
CONE
CyrusOne Inc
1 trade
▲ 1
COST
Costco Wholesale Corp
1 trade
▲ 1
DIS
Walt Disney Company
1 trade
▼ 1
DRE
Duke Realty Corporation
1 trade
▼ 1
DUK
Duke Energy Corp
1 trade
▼ 1
ELV
Elevance Health, Inc.
1 trade
▼ 1
FB
Meta Platforms Inc - Class A
1 trade
▲ 1
FIS
Fidelity National Information Services, Inc.
1 trade
▼ 1
FIXD
First Trust TCW Opportunistic Fixed Income ETF
1 trade
▼ 1
GSLC
Goldman Activebeta US LC ETF
1 trade
▼ 1
HD
Home Depot
1 trade
▲ 1
HEFA
ISHA Curr Hedged MSCI EAFE
1 trade
▲ 1
IVV
iShares Core S&P 500 ETF
1 trade
▼ 1
JEPI
JPMorgan Equity Premium Inco
1 trade
▲ 1
JEPQ
JPM Nasdaq Equity Premium
1 trade
▲ 1
KMI
Kinder Morgan, Inc.
1 trade
▼ 1
KMI.W
Kinder Morgan, Inc. Warrants Expiring 2017
1 trade
▲ 1
KMLW
Kinder Morgan Inc Warrants Expiring 2017
1 trade
▲ 1
LMT
Lockheed Martin Corporation
1 trade
▼ 1
MSI
Motorola Solutions, Inc.
1 trade
▲ 1
NEE
FIlINg STATuS: New SubHOldINg OF: Morgan Stanley INH IRA NextEra Energy, Inc.
1 trade
▼ 1
NWWOX
Virtus Vontobel Opp
1 trade
▲ 1
PBCT
People's United Financial, Inc.
1 trade
▼ 1
PDM
Piedmont Office Realty Trust, Inc. Class A
1 trade
▼ 1
PG
Procter & Gamble Company
1 trade
▲ 1
PLD
ProLogis, Inc.
1 trade
▼ 1
PNC
PNC Financial Services Group, Inc.
1 trade
▼ 1
PSDTX
Putnam Ultra Short Duration Inc A
1 trade
▼ 1
PSX
Phillips 66
1 trade
▼ 1
RIO
Rio Tinto Plc
1 trade
▲ 1
SPDR
SPDR S&P 500 ETF Trust
1 trade
▲ 1
SPGI
S&P Global Inc.
1 trade
▲ 1
SPHB
Invesco S&P 500 High Beta ETF
1 trade
▼ 1
SSGA
SPDR S&P 500 ETF Trust
1 trade
▲ 1
TLH
iShares 10-20 Year Treasury Bond ETF
1 trade
▲ 1
TLT
iShares 20+ Year Treasury Bond ETF
1 trade
▲ 1
UNH
UnitedHealth Group Incorporated Common Stock
1 trade
▼ 1
UNP
Union Pacific Corporation
1 trade
▼ 1
UPS
United Parcel Service Inc
1 trade
▼ 1
WRK
Westrock Company
1 trade
▼ 1
WRK.V
Westrock Company Common Stock Ex-Distribution When Issued
1 trade
▲ 1
ZTS
Zoetis Inc. Class A
1 trade
▲ 1
Trade timeline
Buy
Sell
Dot size = disclosed trade amount
← swipe the chart to see the whole period
Positions they finished
9 times
Robert bought a stock and later sold the same stock,
with both dates disclosed. 4 of the
9 beat the S&P 500 over the identical days. The 6 we can chart are
below; the others fall outside the five years of daily prices we hold.
+71.7pp
vs the S&P over the same days
Bought
The 651 days they held it
Sold
EOG moved +66.4% while the S&P did -5.3%. Disclosed as $1,001 - $15,000 bought, $1,001 - $15,000 sold — which is why this is a price move and not a profit.
+6.6pp
vs the S&P over the same days
Bought
The 548 days they held it
Sold
HIG moved +1.7% while the S&P did -4.9%. Disclosed as $1,001 - $15,000 bought, $1,001 - $15,000 sold — which is why this is a price move and not a profit.
+6.3pp
vs the S&P over the same days
Bought
The 414 days they held it
Sold
GOOG moved +10.3% while the S&P did +4.1%. Disclosed as $1,001 - $15,000 bought, $1,001 - $15,000 sold — which is why this is a price move and not a profit.
-6.8pp
vs the S&P over the same days
Bought
The 195 days they held it
Sold
ACN moved +7.7% while the S&P did +14.6%. Disclosed as $1,001 - $15,000 bought, $1,001 - $15,000 sold — which is why this is a price move and not a profit.
-6.9pp
vs the S&P over the same days
Bought
The 242 days they held it
Sold
FLGB moved -23.8% while the S&P did -16.8%. Disclosed as $1,001 - $15,000 bought, $1,001 - $15,000 sold — which is why this is a price move and not a profit.
-22.5pp
vs the S&P over the same days
Bought
The 145 days they held it
Sold
SBUX moved -36.4% while the S&P did -13.9%. 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.
Committees
What Robert helps oversee in Congress — and 25 disclosed trades in those sectors
House Committee on Armed Services
House Committee on Natural Resources
Vice Chair
House Select Committee on the Strategic Competition Between the United States and the Chinese Communist Party
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.
⚠ 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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