congress trades
Kevin Hern
House · OK-1 · Republican
- House Committee on Ways and Means
Score
67%win rate
+2.9%average excess vs SPY, 90 days
30 trades scored · 137 too new · 12 not scored
Scored Oct 17, 2026, 7:12 AM ET
Trades most
By count
- HD10 trades
- DVN9 trades
- BSX7 trades
- MRSH6 trades
- LMT6 trades
- OKE4 trades
- ITW4 trades
- ROK4 trades
- IQV4 trades
- TJX4 trades
By dollars
- OKE$1.03M
- DVN$762,505
- SMA$750,001
- TXN$750,001
- ACN$582,502
- XOM$525,002
- UNH$440,002
- MRSH$349,003
- HD$269,505
- BSX$239,004
Sectors
Technology
0 buys · 33 sells
Financials
1 buy · 12 sells
Health Care
0 buys · 17 sells
Consumer Discretionary
0 buys · 28 sells
Consumer Staples
1 buy · 14 sells
Energy
0 buys · 10 sells
Industrials
0 buys · 31 sells
Materials
0 buys · 5 sells
Utilities
0 buys · 6 sells
Real Estate
0 buys · 2 sells
Communication Services
0 buys · 2 sells
Unknown sector: 0 buys · 7 sells
Sectors from SEC industry codes.
Trades
| Stock | Side | Amount | Owner | Traded | 90-day result |
|---|---|---|---|---|---|
| NEE NextEra Energy, Inc. Common Stock (NEE) | Sale | $15K–50K | Joint | Oct 2 | 90-day resultToo new |
| CVX Chevron Corporation Common Stock (CVX) | SalePartial | $15K–50K | Joint | Sep 23 | 90-day resultToo new |
| CB Chubb Limited Common Stock (CB) | Sale | $1K–15K | Joint | Sep 23 | 90-day resultToo new |
| DVN Devon Energy Corporation Common Stock (DVN) | Sale | $50K–100K | Joint | Sep 23 | 90-day resultToo new |
| DVN Devon Energy Corporation Common Stock (DVN) | SalePartial | $15K–50K | Joint | Sep 23 | 90-day resultToo new |
| HD Home Depot, Inc. (HD) | Sale | $1K–15K | Joint | Sep 23 | 90-day resultToo new |
| LMT Lockheed Martin Corporation Common Stock (LMT) | SalePartial | $15K–50K | Joint | Sep 23 | 90-day resultToo new |
| LMT Lockheed Martin Corporation Common Stock (LMT) | Sale | $15K–50K | Joint | Sep 23 | 90-day resultToo new |
| MRSH Marsh Common Stock (MRSH) | Sale | $50K–100K | Joint | Sep 23 | 90-day resultToo new |
| SBUX Starbucks Corporation - Common Stock (SBUX) | Sale | $15K–50K | Joint | Sep 23 | 90-day resultToo new |
| UNH UnitedHealth Group Incorporated Common Stock (UNH) | Sale | $15K–50K | Joint | Sep 23 | 90-day resultToo new |
| EMR Emerson Electric Company Common Stock (EMR) | SalePartial | $15K–50K | Joint | Sep 17 | 90-day resultToo new |
| LIN Linde plc - Ordinary Shares (LIN) | SalePartial | $15K–50K | Joint | Sep 17 | 90-day resultToo new |
| LMT Lockheed Martin Corporation Common Stock (LMT) | SalePartial | $15K–50K | Joint | Sep 17 | 90-day resultToo new |
| LMT Lockheed Martin Corporation Common Stock (LMT) | SalePartial | $15K–50K | Joint | Sep 17 | 90-day resultToo new |
| LOW Lowe's Companies, Inc. Common Stock (LOW) | SalePartial | $1K–15K | Joint | Sep 17 | 90-day resultToo new |
| MRSH Marsh Common Stock (MRSH) | SalePartial | $50K–100K | Joint | Sep 17 | 90-day resultToo new |
| ROK Rockwell Automation, Inc. Common Stock (ROK) | SalePartial | $15K–50K | Joint | Sep 17 | 90-day resultToo new |
| CNP CenterPoint Energy, Inc (CNP) | Sale | $15K–50K | Self | Sep 15 | 90-day resultToo new |
| STX Seagate Technology Holdings PLC - Ordinary Shares (STX) | SalePartial | $1K–15K | Self | Sep 15 | 90-day resultToo new |
| STE STERIS plc (STE) | Sale | $15K–50K | Self | Sep 15 | 90-day resultToo new |
| TJX TJX Companies, Inc. (TJX) | Sale | $1K–15K | Self | Sep 15 | 90-day resultToo new |
| CDNS Cadence Design Systems, Inc. - Common Stock (CDNS) | SalePartial | $15K–50K | Joint | Sep 14 | 90-day resultToo new |
| DVN Devon Energy Corporation Common Stock (DVN) | SalePartial | $15K–50K | Joint | Sep 14 | 90-day resultToo new |
| EMR Emerson Electric Company Common Stock (EMR) | SalePartial | $1K–15K | Joint | Sep 14 | 90-day resultToo new |
| EMR Emerson Electric Company Common Stock (EMR) | SalePartial | $15K–50K | Joint | Sep 14 | 90-day resultToo new |
| HD Home Depot, Inc. (HD) | SalePartial | $1K–15K | Joint | Sep 14 | 90-day resultToo new |
| HD Home Depot, Inc. (HD) | Sale | $15K–50K | Joint | Sep 14 | 90-day resultToo new |
| IQV IQVIA Holdings, Inc. Common Stock (IQV) | Sale | $15K–50K | Joint | Sep 14 | 90-day resultToo new |
| MRSH Marsh Common Stock (MRSH) | SalePartial | $1K–15K | Joint | Sep 14 | 90-day resultToo new |
| NEE NextEra Energy, Inc. Common Stock (NEE) | SalePartial | $15K–50K | Joint | Sep 14 | 90-day resultToo new |
| ROK Rockwell Automation, Inc. Common Stock (ROK) | SalePartial | $15K–50K | Joint | Sep 14 | 90-day resultToo new |
| OKE ONEOK, Inc. Common Stock (OKE) | Exchange | $500K–1M | Joint | Sep 11 | 90-day resultExchange |
| OKE ONEOK, Inc. Common Stock (OKE) | Exchange | $100K–250K | Joint | Sep 11 | 90-day resultExchange |
| ETN Eaton Corporation, PLC Ordinary Shares (ETN) | SalePartial | $1K–15K | Self | Sep 10 | 90-day resultToo new |
| HD Home Depot, Inc. (HD) | SalePartial | $15K–50K | Joint | Sep 10 | 90-day resultToo new |
| NVO Novo Nordisk A/S Common Stock (NVO) | Sale | $1K–15K | Self | Sep 10 | 90-day resultToo new |
| UNH UnitedHealth Group Incorporated Common Stock (UNH) | Sale | $15K–50K | Joint | Sep 10 | 90-day resultToo new |
| BSX Boston Scientific Corporation Common Stock (BSX) | Sale | $50K–100K | Joint | Sep 9 | 90-day resultToo new |
| ITW Illinois Tool Works Inc. Common Stock (ITW) | Sale | $15K–50K | Joint | Sep 9 | 90-day resultToo new |
| MRSH Marsh Common Stock (MRSH) | SalePartial | $100K–250K | Joint | Sep 9 | 90-day resultToo new |
| PTC PTC Inc. - Common Stock (PTC) | Sale | $50K–100K | Joint | Sep 9 | 90-day resultToo new |
| AAPL Apple Inc. - Common Stock (AAPL) | SalePartial | $1K–15K | Child | Sep 8 | 90-day resultToo new |
| AAPL Apple Inc. - Common Stock (AAPL) | SalePartial | $1K–15K | Child | Sep 8 | 90-day resultToo new |
| ETV Eaton Vance Corporation Eaton Vance Tax-Managed Buy-Write Opportunities Fund Common Shares of Beneficial Interest (ETV) | Sale | $1K–15K | Child | Sep 8 | 90-day resultToo new |
| IQV IQVIA Holdings, Inc. Common Stock (IQV) | Sale | $1K–15K | Child | Sep 8 | 90-day resultToo new |
| BSX Boston Scientific Corporation Common Stock (BSX) | SalePartial | $50K–100K | Joint | Sep 4 | 90-day resultToo new |
| DVN Devon Energy Corporation Common Stock (DVN) | SalePartial | $100K–250K | Joint | Sep 4 | 90-day resultToo new |
| ITW Illinois Tool Works Inc. Common Stock (ITW) | SalePartial | $50K–100K | Joint | Sep 4 | 90-day resultToo new |
| OKE ONEOK, Inc. Common Stock (OKE) | SalePartial | $15K–50K | Joint | Sep 4 | 90-day resultToo new |
| BSX Boston Scientific Corporation Common Stock (BSX) | Sale | $1K–15K | Child | Sep 3 | 90-day resultToo new |
| BSX Boston Scientific Corporation Common Stock (BSX) | Sale | $1K–15K | Child | Sep 3 | 90-day resultToo new |
| BSX Boston Scientific Corporation Common Stock (BSX) | Sale | $1K–15K | Child | Sep 3 | 90-day resultToo new |
| IQV IQVIA Holdings, Inc. Common Stock (IQV) | Sale | $1K–15K | Child | Sep 3 | 90-day resultToo new |
| AIO Virtus Artificial Intelligence & Technology Opportunities Fund Common Shares of Beneficial Interest S (partial) 09/14/2026 09/15/2026 $15,001 - $50,000 (AIO) [ST] DC Virtus Artificial Intelligence & Technology Opportunities Fund Common Shares of Beneficial Interest (AIO) | Sale | $1K–15K | Joint | Sep 3 | 90-day resultToo new |
| VUZI Vuzix Corporation (VUZI) | Sale | $1K–15K | Child | Sep 3 | 90-day resultToo new |
| VUZI Vuzix Corporation (VUZI) | Sale | $1K–15K | Child | Sep 3 | 90-day resultToo new |
| CDNS Cadence Design Systems, Inc. - Common Stock (CDNS) | SalePartial | $15K–50K | Joint | Sep 2 | 90-day resultToo new |
| CL Colgate-Palmolive Company Common Stock (CL) | SalePartial | $1K–15K | Joint | Sep 2 | 90-day resultToo new |
| DHR Danaher Corporation Common Stock (DHR) | SalePartial | $1K–15K | Joint | Sep 2 | 90-day resultToo new |
| DVN Devon Energy Corporation Common Stock (DVN) | SalePartial | $100K–250K | Joint | Sep 2 | 90-day resultToo new |
| HD Home Depot, Inc. (HD) | SalePartial | $15K–50K | Joint | Sep 2 | 90-day resultToo new |
| ITW Illinois Tool Works Inc. Common Stock (ITW) | SalePartial | $15K–50K | Joint | Sep 2 | 90-day resultToo new |
| LIN Linde plc - Ordinary Shares (LIN) | Sale | $15K–50K | Joint | Sep 2 | 90-day resultToo new |
| LMT Lockheed Martin Corporation Common Stock (LMT) | SalePartial | $15K–50K | Joint | Sep 2 | 90-day resultToo new |
| LMT Lockheed Martin Corporation Common Stock (LMT) | Sale | $15K–50K | Joint | Sep 2 | 90-day resultToo new |
| LOW Lowe's Companies, Inc. Common Stock (LOW) | SalePartial | $1K–15K | Joint | Sep 2 | 90-day resultToo new |
| MRSH Marsh Common Stock (MRSH) | SalePartial | $1K–15K | Joint | Sep 2 | 90-day resultToo new |
| NEE NextEra Energy, Inc. Common Stock (NEE) | SalePartial | $1K–15K | Joint | Sep 2 | 90-day resultToo new |
| ORLY O'Reilly Automotive, Inc. - Common Stock (ORLY) | SalePartial | $15K–50K | Joint | Sep 2 | 90-day resultToo new |
| ROK Rockwell Automation, Inc. Common Stock (ROK) | SalePartial | $15K–50K | Joint | Sep 2 | 90-day resultToo new |
| ROK Rockwell Automation, Inc. Common Stock (ROK) | SalePartial | $15K–50K | Joint | Sep 2 | 90-day resultToo new |
| SBUX Starbucks Corporation - Common Stock (SBUX) | SalePartial | $1K–15K | Joint | Sep 2 | 90-day resultToo new |
| TJX TJX Companies, Inc. (TJX) | SalePartial | $15K–50K | Joint | Sep 2 | 90-day resultToo new |
| BSX Boston Scientific Corporation Common Stock (BSX) | Sale | $15K–50K | Joint | Aug 31 | 90-day resultToo new |
| RA Brookfield Real Assets Income Fund Inc. Common Stock (RA) | Sale | $15K–50K | Joint | Aug 31 | 90-day resultToo new |
| CB Chubb Limited Common Stock (CB) | Buy | $1K–15K | Joint | Aug 31 | 90-day resultToo new |
| KO Coca-Cola Company (KO) | Buy | $1K–15K | Joint | Aug 31 | 90-day resultToo new |
| CL Colgate-Palmolive Company Common Stock (CL) | Sale | $1K–15K | Self | Aug 31 | 90-day resultToo new |
| CR Crane Company Common Stock (CR) | Sale | $50K–100K | Joint | Aug 31 | 90-day resultToo new |
| CXT Crane NXT, Co. Common Stock (CXT) | Sale | $15K–50K | Joint | Aug 31 | 90-day resultToo new |
| CSX CSX Corporation (CSX) | SalePartial | $1K–15K | Self | Aug 31 | 90-day resultToo new |
| DHR Danaher Corporation Common Stock (DHR) | Sale | $15K–50K | Joint | Aug 31 | 90-day resultToo new |
| DVN Devon Energy Corporation Common Stock (DVN) | SalePartial | $100K–250K | Joint | Aug 31 | 90-day resultToo new |
| DVN Devon Energy Corporation Common Stock (DVN) | Sale | $15K–50K | Self | Aug 31 | 90-day resultToo new |
| XOM ExxonMobil Holdings Corporation Common Stock (XOM) | SalePartial | $100K–250K | Joint | Aug 31 | 90-day resultToo new |
| F Ford Motor Company Common Stock (F) | Sale | $1K–15K | Self | Aug 31 | 90-day resultToo new |
| HD Home Depot, Inc. (HD) | SalePartial | $15K–50K | Joint | Aug 31 | 90-day resultToo new |
| HON Honeywell International Inc. (HON) | Sale | $15K–50K | Joint | Aug 31 | 90-day resultToo new |
| ITW Illinois Tool Works Inc. Common Stock (ITW) | Sale | $15K–50K | Joint | Aug 31 | 90-day resultToo new |
| LIN Linde plc - Ordinary Shares (LIN) | SalePartial | $15K–50K | Joint | Aug 31 | 90-day resultToo new |
| NVO Novo Nordisk A/S Common Stock (NVO) | SalePartial | $1K–15K | Self | Aug 31 | 90-day resultToo new |
| OKE ONEOK, Inc. Common Stock (OKE) | SalePartial | $50K–100K | Joint | Aug 31 | 90-day resultToo new |
| ORLY O'Reilly Automotive, Inc. - Common Stock (ORLY) | SalePartial | $15K–50K | Joint | Aug 31 | 90-day resultToo new |
| PRGS Progress Software Corporation - Common Stock (PRGS) | Sale | $15K–50K | Joint | Aug 31 | 90-day resultToo new |
| PTC PTC Inc. - Common Stock (PTC) | Sale | $50K–100K | Joint | Aug 31 | 90-day resultToo new |
| TJX TJX Companies, Inc. (TJX) | SalePartial | $15K–50K | Joint | Aug 31 | 90-day resultToo new |
| AIO Virtus Artificial Intelligence & Technology Opportunities Fund Common Shares of Beneficial Interest (AIO) | SalePartial | $15K–50K | Joint | Aug 31 | 90-day resultToo new |
| CL Colgate-Palmolive Company Common Stock (CL) | SalePartial | $1K–15K | Self | Aug 27 | 90-day resultToo new |
| CSX CSX Corporation (CSX) | SalePartial | $1K–15K | Self | Aug 27 | 90-day resultToo new |
| HD Home Depot, Inc. (HD) | Sale | $1K–15K | Self | Aug 27 | 90-day resultToo new |
| NVS Novartis AG Common Stock (NVS) | Sale | $15K–50K | Self | Aug 27 | 90-day resultToo new |
| PBA Pembina Pipeline Corp. Ordinary Shares (PBA) | Sale | $15K–50K | Self | Aug 27 | 90-day resultToo new |
| TJX TJX Companies, Inc. (TJX) | SalePartial | $1K–15K | Self | Aug 27 | 90-day resultToo new |
| WMT Walmart Inc. - Common Stock (WMT) | SalePartial | $1K–15K | Self | Aug 27 | 90-day resultToo new |
| HD Home Depot, Inc. (HD) | SalePartial | $50K–100K | Joint | Aug 24 | 90-day resultToo new |
| LOW Lowe's Companies, Inc. Common Stock (LOW) | Sale | $1K–15K | Joint | Aug 24 | 90-day resultToo new |
| MRSH Marsh Common Stock (MRSH) | Sale | $1K–15K | Joint | Aug 24 | 90-day resultToo new |
| MDT Medtronic plc. Ordinary Shares (MDT) | Sale | $15K–50K | Joint | Aug 24 | 90-day resultToo new |
| PG Procter & Gamble Company (PG) | Sale | $50K–100K | Joint | Aug 24 | 90-day resultToo new |
| MSFT Microsoft Corporation - Common Stock (MSFT) | SalePartial | $15K–50K | Joint | Aug 21 | 90-day resultToo new |
| VLTO Veralto Corp Common Stock (VLTO) | Sale | $1K–15K | Joint | Aug 21 | 90-day resultToo new |
| CL Colgate-Palmolive Company Common Stock (CL) | Sale | $1K–15K | Joint | Aug 19 | 90-day resultToo new |
| HONA Honeywell Aerospace Inc. - Common Stock (HONA) | Sale | $15K–50K | Joint | Aug 19 | 90-day resultToo new |
| BUD Anheuser-Busch Inbev SA Sponsored ADR (BUD) | Sale | $1K–15K | Self | Aug 18 | 90-day resultToo new |
| BIIB Biogen Inc. - Common Stock (BIIB) | Sale | $1K–15K | Self | Aug 18 | 90-day resultToo new |
| KMB Kimberly-Clark Corporation - Common Stock (KMB) | Sale | $1K–15K | Self | Aug 18 | 90-day resultToo new |
| ADBE Adobe Inc. - Common Stock (ADBE) | SalePartial | $15K–50K | Joint | Aug 14 | 90-day resultToo new |
| CARR Carrier Global Corporation Common Stock (CARR) | Sale | $1K–15K | Joint | Aug 14 | 90-day resultToo new |
| ICLR ICON plc - Ordinary Shares (ICLR) | SalePartial | $15K–50K | Joint | Aug 14 | 90-day resultToo new |
| VLTO Veralto Corp Common Stock (VLTO) | SalePartial | $1K–15K | Joint | Aug 14 | 90-day resultToo new |
| BA Boeing Company (BA) | Sale | $1K–15K | Joint | Aug 13 | 90-day resultToo new |
| BA Boeing Company (BA) | Sale | $15K–50K | Joint | Aug 13 | 90-day resultToo new |
| GAP Gap, Inc. (GAP) | Sale | $1K–15K | Self | Aug 13 | 90-day resultToo new |
| HRL Hormel Foods Corporation Common Stock (HRL) | Sale | $1K–15K | Self | Aug 13 | 90-day resultToo new |
| NKE Nike, Inc. Common Stock (NKE) | SalePartial | $1K–15K | Self | Aug 13 | 90-day resultToo new |
| WAT Waters Corporation Common Stock (WAT) | Sale | $1K–15K | Joint | Aug 13 | 90-day resultToo new |
| OTIS Otis Worldwide Corporation Common Stock (OTIS) | Sale | $1K–15K | Joint | Aug 10 | 90-day resultToo new |
| VLTO Veralto Corp Common Stock (VLTO) | Sale | $1K–15K | Joint | Aug 10 | 90-day resultToo new |
| DIS Walt Disney Company (DIS) | Sale | $15K–50K | Joint | Aug 10 | 90-day resultToo new |
| CMCSA Comcast Corporation - Class A Common Stock (CMCSA) | Sale | $1K–15K | Joint | Aug 5 | 90-day resultToo new |
| DEO Diageo plc Common Stock (DEO) | Sale | $1K–15K | Joint | Aug 5 | 90-day resultToo new |
| EL Estee Lauder Companies, Inc. (EL) | Sale | $1K–15K | Joint | Aug 5 | 90-day resultToo new |
| KVUE Kenvue Inc. Common Stock (KVUE) | Sale | $1K–15K | Joint | Aug 5 | 90-day resultToo new |
| MDLZ Mondelez International, Inc. - Class A Common Stock (MDLZ) | Sale | $1K–15K | Joint | Aug 5 | 90-day resultToo new |
| OGN Organon & Co. Common Stock (OGN) | Sale | $1K–15K | Joint | Aug 5 | 90-day resultToo new |
| ALC Alcon Inc. Ordinary Shares (ALC) | Sale | $1K–15K | Self | Aug 5 | 90-day resultToo new |
| PG Procter & Gamble Company (PG) | Sale | $1K–15K | Joint | Aug 5 | 90-day resultToo new |
| SOLS Solstice Advanced Materials Inc. - Common Stock (SOLS) | Sale | $1K–15K | Joint | Aug 5 | 90-day resultToo new |
| XOM Exxon Mobil Corporation Common Stock (XOM) | Exchange | $100K–250K | Joint | Jul 2 | 90-day resultExchange |
| XOM Exxon Mobil Corporation Common Stock (XOM) | Exchange | $100K–250K | Joint | Jul 2 | 90-day resultExchange |
| HONAV Honeywell Aerospace Inc. - Common Stock (HONAV) | Exchange | $15K–50K | Joint | Jun 29 | 90-day resultExchange |
| CTRA Coterra Energy Inc. Common Stock (CTRA) | Exchange | $15K–50K | Joint | May 8 | 90-day resultExchange |
| CTRA Coterra Energy Inc. Common Stock (CTRA) | Exchange | $15K–50K | Self | May 8 | 90-day resultExchange |
| DVN Devon Energy Corporation Common Stock (DVN) | Exchange | $15K–50K | Self | May 8 | 90-day resultExchange |
| DVN Devon Energy Corporation Common Stock (DVN) | Exchange | $15K–50K | Joint | May 8 | 90-day resultExchange |
| EXAS Exact Sciences Corporation - Common Stock (EXAS) | Sale | $1K–15K | Child | Mar 24 | 90-day resultNo price |
| MDT Medtronic plc. Ordinary Shares (MDT) | Sale | $15K–50K | Joint | Mar 20 | 90-day result+23.0% Win |
| PLD Prologis, Inc. Common Stock (PLD) | Sale | $50K–100K | Joint | Mar 20 | 90-day result+5.4% Win |
| TROW T. Rowe Price Group, Inc. - Common Stock (TROW) | Sale | $15K–50K | Joint | Mar 20 | 90-day result-9.7% Loss |
| SMA SmartStop Self Storage REIT, Inc. Common Stock (SMA) | Sale | $500K–1M | Joint | Mar 18 | 90-day result+13.6% Win |
| TXN Texas Instruments Incorporated - Common Stock (TXN) | Sale | $500K–1M | Joint | Mar 18 | 90-day result-46.7% Loss |
| BDX Becton, Dickinson and Company Common Stock (BDX) | Sale | $15K–50K | Joint | Mar 17 | 90-day result+22.5% Win |
| MUA Blackrock MuniAssets Fund, Inc Common Stock (MUA) | Sale | $50K–100K | Joint | Mar 17 | 90-day result+13.6% Win |
| CTSH Cognizant Technology Solutions Corporation - Class A Common Stock (CTSH) | Sale | $15K–50K | Joint | Mar 17 | 90-day result+29.6% Win |
| CMCSA Comcast Corporation - Class A Common Stock (CMCSA) | Sale | $15K–50K | Joint | Mar 17 | 90-day result+32.8% Win |
| IVZ Invesco Ltd Common Stock (IVZ) | Sale | $15K–50K | Joint | Mar 17 | 90-day result-10.1% Loss |
| KVUE Kenvue Inc. Common Stock (KVUE) | Sale | $15K–50K | Joint | Mar 17 | 90-day result+9.8% Win |
| ACN Accenture plc Class A Ordinary Shares (ACN) | Sale | $250K–500K | Joint | Mar 16 | 90-day result+25.4% Win |
| IQV IQVIA Holdings, Inc. Common Stock (IQV) | Sale | $50K–100K | Joint | Mar 16 | 90-day result+0.8% Win |
| PRGS Progress Software Corporation - Common Stock (PRGS) | Sale | $50K–100K | Joint | Mar 16 | 90-day result+17.2% Win |
| ICLR ICON plc - Ordinary Shares (ICLR) | Sale | $100K–250K | Joint | Mar 5 | 90-day result-19.5% Loss |
| WAT Waters Corporation Common Stock (WAT) | Exchange | $1K–15K | Joint | Feb 9 | 90-day resultExchange |
| UNH UnitedHealth Group Incorporated Common Stock (UNH) | Sale | $250K–500K | Joint | Dec 23 | 90-day result+12.2% Win |
| BSX Boston Scientific Corporation Common Stock (BSX) | SalePartial | $15K–50K | Joint | Oct 28 | 90-day result+8.2% Win |
| CSX CSX Corporation (CSX) | SalePartial | $15K–50K | Self | Oct 28 | 90-day result-4.2% Loss |
| HD Home Depot, Inc. (HD) | SalePartial | $1K–15K | Self | Oct 28 | 90-day result+0.7% Win |
| MSFT Microsoft Corporation - Common Stock (MSFT) | SalePartial | $15K–50K | Joint | Oct 28 | 90-day result+14.1% Win |
| ORLY O'Reilly Automotive, Inc. - Common Stock (ORLY) | SalePartial | $1K–15K | Joint | Oct 28 | 90-day result-3.3% Loss |
| STX Seagate Technology Holdings PLC - Ordinary Shares (STX) | SalePartial | $15K–50K | Self | Oct 28 | 90-day result-59.9% Loss |
| ACN Accenture plc Class A Ordinary Shares (ACN) | Sale | $100K–250K | Joint | Oct 27 | 90-day result-11.5% Loss |
| MCD McDonald's Corporation Common Stock (MCD) | Sale | $1K–15K | Joint | Oct 23 | 90-day result+2.5% Win |
| MCD McDonald's Corporation Common Stock (MCD) | Sale | $100K–250K | Joint | Oct 23 | 90-day result+2.5% Win |
| ETN Eaton Corporation, PLC Ordinary Shares (ETN) | SalePartial | $15K–50K | Self | Oct 6 | 90-day result+15.6% Win |
| STX Seagate Technology Holdings PLC - Ordinary Shares (STX) | SalePartial | $15K–50K | Self | Oct 6 | 90-day result-16.7% Loss |
| ACN Accenture plc Class A Ordinary Shares (ACN) | SalePartial | $15K–50K | Joint | Sep 26 | 90-day result-8.6% Loss |
| HD Home Depot, Inc. (HD) | SalePartial | $15K–50K | Joint | Sep 26 | 90-day result+19.6% Win |
| MASI Masimo Corporation - Common Stock (MASI) | Sale | $15K–50K | Joint | Sep 26 | 90-day resultNo price |
| MSFT Microsoft Corporation - Common Stock (MSFT) | SalePartial | $15K–50K | Joint | Sep 26 | 90-day result+8.9% Win |