House · CA47

Alan S. Lowenthal Dem

371 disclosed transactions across 503 filing(s)

← All politicians

371

Transactions

$5.4M

Disclosed volume*

183

Buys

188

Sells

Traded-portfolio performance

volume-weighted basket

-1%

+2%

-2%

+4%

+19%

+39%

+37%

Index (start = 100) of the stocks Lowenthal has traded, weighted by disclosed volume — reflects how those tickers performed, not exact entry/exit timing.

Trades over time

by month

Portfolio diversity

by sector

Information Technology 17%Health Care 14%Funds / ETFs 12%Consumer Discretionary 12%Industrials 11%Communication Services 9%Financials 8%Materials 6%Utilities 4%Real Estate 2%Consumer Staples 2%Large Cap Blend 2%Unclassified 2%

Most-traded tickers

by count

Ticker	Sector	Trades
SH	Funds / ETFs	14
VSLR	Industrials	12
ADSK	Information Technology	10
PSQ	Funds / ETFs	9
BKI	Information Technology	9
ATVI	Communication Services	8
ECL	Consumer Staples	8
SRE	Utilities	8
TMUS	Communication Services	7
AMZN	Consumer Discretionary	7

Net positioning

buy − sell volume

−$279K

Net disclosed selling across all reports

Buy volume

+$2.5M

Sell volume

−$2.8M

All disclosed trades

STOCK Act PTRs

Ticker	Sector	Type	Trade date	Amount	Source
ATVI	Communication Services	buy	12/14/2022	$1,001 - $15,000	PTR ↗
ATVI	Communication Services	buy	12/12/2022	$1,001 - $15,000	PTR ↗
GTLS	Industrials	buy	12/09/2022	$15,001 - $50,000	PTR ↗
GTLS	Industrials	buy	12/09/2022	$1,001 - $15,000	PTR ↗
CRM	Information Technology	sell	12/08/2022	$1,001 - $15,000	PTR ↗
BX	Financials	sell	11/14/2022	$1,001 - $15,000	PTR ↗
TJX	Consumer Discretionary	sell	11/04/2022	$15,001 - $50,000	PTR ↗
TMUS	Communication Services	sell	11/04/2022	$1,001 - $15,000	PTR ↗
TJX	Consumer Discretionary	sell	11/04/2022	$1,001 - $15,000	PTR ↗
ECL	Consumer Staples	sell	11/03/2022	$1,001 - $15,000	PTR ↗
TMUS	Communication Services	sell	11/03/2022	$1,001 - $15,000	PTR ↗
BSX	Health Care	sell	10/24/2022	$1,001 - $15,000	PTR ↗
BSX	Health Care	sell	10/21/2022	$1,001 - $15,000	PTR ↗
CCK	Industrials	sell	10/21/2022	$15,001 - $50,000	PTR ↗
SCI	Consumer Discretionary	buy	09/27/2022	$1,001 - $15,000	PTR ↗
SCI	Consumer Discretionary	buy	09/26/2022	$1,001 - $15,000	PTR ↗
SCI	Consumer Discretionary	buy	09/23/2022	$1,001 - $15,000	PTR ↗
CRM	Information Technology	buy	09/22/2022	$1,001 - $15,000	PTR ↗
SCI	Consumer Discretionary	buy	09/22/2022	$1,001 - $15,000	PTR ↗
ZTS	Health Care	buy	08/26/2022	$15,001 - $50,000	PTR ↗
CCK	Industrials	buy	08/10/2022	$1,001 - $15,000	PTR ↗
MDT	Health Care	sell	07/29/2022	$1,001 - $15,000	PTR ↗
MDT	Health Care	sell	07/28/2022	$1,001 - $15,000	PTR ↗
ECL	Consumer Staples	buy	07/20/2022	$1,001 - $15,000	PTR ↗
ECL	Consumer Staples	buy	07/19/2022	$1,001 - $15,000	PTR ↗
SPGI	Industrials	buy	07/19/2022	$1,001 - $15,000	PTR ↗
UBER	Industrials	sell	06/29/2022	$1,001 - $15,000	PTR ↗
IWN	Small Cap Value	sell	06/16/2022	$1,001 - $15,000	PTR ↗
BA	Industrials	buy	06/15/2022	$1,001 - $15,000	PTR ↗
IWN	Small Cap Value	buy	06/07/2022	$1,001 - $15,000	PTR ↗
SPGI	Industrials	sell	06/01/2022	$1,001 - $15,000	PTR ↗
JPM	Financials	buy	05/17/2022	$1,001 - $15,000	PTR ↗
TMUS	Communication Services	buy	05/17/2022	$1,001 - $15,000	PTR ↗
ICE	Financials	sell	05/06/2022	$15,001 - $50,000	PTR ↗
ICE	Financials	sell	05/05/2022	$1,001 - $15,000	PTR ↗
IFF	Materials	sell	04/07/2022	$1,001 - $15,000	PTR ↗
IFF	Materials	sell	04/06/2022	$1,001 - $15,000	PTR ↗
IFF	Materials	sell	04/05/2022	$1,001 - $15,000	PTR ↗
IFF	Materials	sell	04/04/2022	$1,001 - $15,000	PTR ↗
JBI	Industrials	sell	03/25/2022	$1,001 - $15,000	PTR ↗
JBI	Industrials	sell	03/24/2022	$1,001 - $15,000	PTR ↗
DECK	Consumer Discretionary	buy	03/04/2022	$1,001 - $15,000	PTR ↗
ADSK	Information Technology	sell	03/03/2022	$1,001 - $15,000	PTR ↗
PSQ	Funds / ETFs	sell	02/24/2022	$1,001 - $15,000	PTR ↗
ADSK	Information Technology	sell	02/24/2022	$1,001 - $15,000	PTR ↗
PSQ	Funds / ETFs	sell	02/24/2022	$15,001 - $50,000	PTR ↗
SPGI	Industrials	buy	02/09/2022	$1,001 - $15,000	PTR ↗
HD	Consumer Discretionary	sell	01/21/2022	$15,001 - $50,000	PTR ↗
HD	Consumer Discretionary	sell	01/21/2022	$1,001 - $15,000	PTR ↗
PSQ	Funds / ETFs	buy	01/14/2022	$15,001 - $50,000	PTR ↗
PSQ	Funds / ETFs	buy	01/14/2022	$1,001 - $15,000	PTR ↗
TMUS	Communication Services	buy	12/27/2021	$1,001 - $15,000	PTR ↗
UBER	Industrials	buy	12/27/2021	$1,001 - $15,000	PTR ↗
ADBE	Information Technology	sell	12/15/2021	$1,001 - $15,000	PTR ↗
BKNG	Consumer Discretionary	sell	12/15/2021	$15,001 - $50,000	PTR ↗
BKNG	Consumer Discretionary	sell	12/15/2021	$1,001 - $15,000	PTR ↗
LZ	Information Technology	sell	11/11/2021	$1,001 - $15,000	PTR ↗
DECK	Consumer Discretionary	buy	11/04/2021	$15,001 - $50,000	PTR ↗
BX	Financials	sell	10/21/2021	$15,001 - $50,000	PTR ↗
BLK	Financials	sell	09/17/2021	$1,001 - $15,000	PTR ↗
GM	Consumer Discretionary	sell	08/23/2021	$15,001 - $50,000	PTR ↗
BKNG	Consumer Discretionary	buy	08/23/2021	$1,001 - $15,000	PTR ↗
GM	Consumer Discretionary	sell	08/23/2021	$1,001 - $15,000	PTR ↗
BKNG	Consumer Discretionary	buy	08/23/2021	$15,001 - $50,000	PTR ↗
LZ	Information Technology	buy	08/16/2021	$1,001 - $15,000	PTR ↗
LZ	Information Technology	buy	08/13/2021	$1,001 - $15,000	PTR ↗
KRE	Funds / ETFs	sell	07/08/2021	$15,001 - $50,000	PTR ↗
JNJ	Health Care	sell	07/06/2021	$1,001 - $15,000	PTR ↗
SPGI	Industrials	buy	06/04/2021	$1,001 - $15,000	PTR ↗
FIS	Financials	sell	06/03/2021	$15,001 - $50,000	PTR ↗
SPGI	Industrials	buy	06/03/2021	$1,001 - $15,000	PTR ↗
VRSK	Information Technology	buy	05/19/2021	$1,001 - $15,000	PTR ↗
NVDA	Information Technology	buy	03/23/2021	$1,001 - $15,000	PTR ↗
KRE	Funds / ETFs	buy	03/18/2021	$15,001 - $50,000	PTR ↗
ADSK	Information Technology	buy	03/17/2021	$1,001 - $15,000	PTR ↗
COLD	Real Estate	buy	03/11/2021	$1,001 - $15,000	PTR ↗
ADSK	Information Technology	buy	03/10/2021	$15,001 - $50,000	PTR ↗
ADSK	Information Technology	buy	03/10/2021	$1,001 - $15,000	PTR ↗
DIS	Communication Services	sell	03/02/2021	$50,001 - $100,000	PTR ↗
VRSK	Information Technology	buy	02/25/2021	$15,001 - $50,000	PTR ↗
VRSK	Information Technology	buy	02/25/2021	$1,001 - $15,000	PTR ↗
AZN	Health Care	buy	02/22/2021	$15,001 - $50,000	PTR ↗
GLD	Funds / ETFs	sell	02/22/2021	$1,001 - $15,000	PTR ↗
IFF	Materials	exchange	02/04/2021	$1,001 - $15,000	PTR ↗
DD	Materials	sell	02/04/2021	$1,001 - $15,000	PTR ↗
BSX	Health Care	buy	02/01/2021	$15,001 - $50,000	PTR ↗
IFF	Materials	buy	01/27/2021	$15,001 - $50,000	PTR ↗
DD	Materials	buy	01/27/2021	$1,001 - $15,000	PTR ↗
GM	Consumer Discretionary	buy	01/12/2021	$1,001 - $15,000	PTR ↗
NVS	Health Care	sell	11/23/2020	$1,001 - $15,000	PTR ↗
NVS	Health Care	sell	11/23/2020	$15,001 - $50,000	PTR ↗
RUN	Industrials	buy	11/12/2020	$1,001 - $15,000	PTR ↗
PSQ	Funds / ETFs	sell	11/09/2020	$15,001 - $50,000	PTR ↗
SH	Funds / ETFs	sell	11/09/2020	$15,001 - $50,000	PTR ↗
PSQ	Funds / ETFs	sell	11/09/2020	$1,001 - $15,000	PTR ↗
SH	Funds / ETFs	sell	11/09/2020	$1,001 - $15,000	PTR ↗
JPM	Financials	sell	10/15/2020	$15,001 - $50,000	PTR ↗
TJX	Consumer Discretionary	sell	10/15/2020	$1,001 - $15,000	PTR ↗
RUN	Industrials	buy	10/13/2020	$1,001 - $15,000	PTR ↗
RUN	Industrials	sell	10/07/2020	$1,001 - $15,000	PTR ↗
RUN	Industrials	sell	10/02/2020	$1,001 - $15,000	PTR ↗
PSQ	Funds / ETFs	buy	09/08/2020	$1,001 - $15,000	PTR ↗
AMZN	Consumer Discretionary	sell	09/03/2020	$1,001 - $15,000	PTR ↗
AAPL	Information Technology	sell	09/03/2020	$1,001 - $15,000	PTR ↗
BLK	Financials	sell	09/02/2020	$1,001 - $15,000	PTR ↗
CRM	Information Technology	sell	08/24/2020	$1,001 - $15,000	PTR ↗
TJX	Consumer Discretionary	buy	08/24/2020	$1,001 - $15,000	PTR ↗
ECL	Consumer Staples	sell	07/31/2020	$1,001 - $15,000	PTR ↗
UBER	Industrials	buy	07/22/2020	$1,001 - $15,000	PTR ↗
NEE	Utilities	sell	07/21/2020	$1,001 - $15,000	PTR ↗
ZTS	Health Care	sell	07/21/2020	$1,001 - $15,000	PTR ↗
RUN	Industrials	sell	07/13/2020	$1,001 - $15,000	PTR ↗
AMZN	Consumer Discretionary	sell	07/10/2020	$1,001 - $15,000	PTR ↗
PSQ	Funds / ETFs	buy	07/09/2020	$1,001 - $15,000	PTR ↗
VSLR	Industrials	sell	07/08/2020	$1,001 - $15,000	PTR ↗
VSLR	Industrials	sell	07/07/2020	$1,001 - $15,000	PTR ↗
PSQ	Funds / ETFs	buy	07/01/2020	$1,001 - $15,000	PTR ↗
SH	Funds / ETFs	buy	06/29/2020	$1,001 - $15,000	PTR ↗
FB	Communication Services	sell	06/29/2020	$1,001 - $15,000	PTR ↗
SH	Funds / ETFs	buy	06/29/2020	$15,001 - $50,000	PTR ↗
VSLR	Industrials	sell	06/19/2020	$1,001 - $15,000	PTR ↗
CRM	Information Technology	buy	06/04/2020	$1,001 - $15,000	PTR ↗
CRM	Information Technology	buy	06/04/2020	$15,001 - $50,000	PTR ↗
SRE	Utilities	sell	06/04/2020	$15,001 - $50,000	PTR ↗
TJX	Consumer Discretionary	buy	05/27/2020	$1,001 - $15,000	PTR ↗
TJX	Consumer Discretionary	buy	05/26/2020	$1,001 - $15,000	PTR ↗
DKNG	Consumer Discretionary	sell	05/20/2020	$1,001 - $15,000	PTR ↗
DKNG	Consumer Discretionary	sell	05/18/2020	$1,001 - $15,000	PTR ↗
SH	Funds / ETFs	sell	04/29/2020	$1,001 - $15,000	PTR ↗
SH	Funds / ETFs	sell	04/27/2020	$1,001 - $15,000	PTR ↗
ECL	Consumer Staples	sell	04/20/2020	$1,001 - $15,000	PTR ↗
SH	Funds / ETFs	sell	04/17/2020	$1,001 - $15,000	PTR ↗
SH	Funds / ETFs	sell	04/13/2020	$1,001 - $15,000	PTR ↗
JPM	Financials	buy	04/09/2020	$1,001 - $15,000	PTR ↗
NEE	Utilities	buy	03/24/2020	$1,001 - $15,000	PTR ↗
ECL	Consumer Staples	sell	03/23/2020	$1,001 - $15,000	PTR ↗
NEE	Utilities	buy	03/20/2020	$15,001 - $50,000	PTR ↗
VSLR	Industrials	buy	03/17/2020	$1,001 - $15,000	PTR ↗
AMZN	Consumer Discretionary	buy	03/16/2020	$1,001 - $15,000	PTR ↗
VSLR	Industrials	buy	03/16/2020	$1,001 - $15,000	PTR ↗
SH	Funds / ETFs	buy	03/10/2020	$1,001 - $15,000	PTR ↗
BA	Industrials	sell	03/05/2020	$1,001 - $15,000	PTR ↗
SH	Funds / ETFs	buy	02/27/2020	$1,001 - $15,000	PTR ↗
CSCO	Information Technology	sell	02/21/2020	$1,001 - $15,000	PTR ↗
VSLR	Industrials	sell	02/20/2020	$15,001 - $50,000	PTR ↗
CSCO	Information Technology	sell	02/19/2020	$1,001 - $15,000	PTR ↗
CSCO	Information Technology	sell	02/19/2020	$15,001 - $50,000	PTR ↗
TMUS	Communication Services	buy	02/11/2020	$1,001 - $15,000	PTR ↗
DKNG	Consumer Discretionary	buy	02/03/2020	$1,001 - $15,000	PTR ↗
BA	Industrials	sell	01/22/2020	$1,001 - $15,000	PTR ↗
DKNG	Consumer Discretionary	buy	01/21/2020	$1,001 - $15,000	PTR ↗
SH	Funds / ETFs	buy	01/17/2020	$1,001 - $15,000	PTR ↗
SH	Funds / ETFs	buy	01/16/2020	$1,001 - $15,000	PTR ↗
BKI	Information Technology	sell	01/06/2020	$1,001 - $15,000	PTR ↗
BKI	Information Technology	sell	01/03/2020	$1,001 - $15,000	PTR ↗
AAPL	Information Technology	sell	01/02/2020	$1,001 - $15,000	PTR ↗
BKI	Information Technology	sell	01/02/2020	$1,001 - $15,000	PTR ↗
SH	Funds / ETFs	buy	12/13/2019	$15,001 - $50,000	PTR ↗
AMZN	Consumer Discretionary	buy	11/19/2019	$1,001 - $15,000	PTR ↗
BA	Industrials	buy	11/04/2019	$1,001 - $15,000	PTR ↗
ECL	Consumer Staples	buy	11/04/2019	$1,001 - $15,000	PTR ↗
BA	Industrials	buy	11/04/2019	$15,001 - $50,000	PTR ↗
AMZN	Consumer Discretionary	buy	10/31/2019	$1,001 - $15,000	PTR ↗
SRE	Utilities	sell	10/31/2019	$1,001 - $15,000	PTR ↗
AMZN	Consumer Discretionary	buy	10/31/2019	$15,001 - $50,000	PTR ↗
ECL	Consumer Staples	buy	10/29/2019	$1,001 - $15,000	PTR ↗
AMZN	Consumer Discretionary	buy	10/29/2019	$1,001 - $15,000	PTR ↗
CSCO	Information Technology	buy	10/09/2019	$1,001 - $15,000	PTR ↗
SH	Funds / ETFs	buy	10/02/2019	$1,001 - $15,000	PTR ↗
VSLR	Industrials	buy	10/01/2019	$1,001 - $15,000	PTR ↗
VSLR	Industrials	buy	09/30/2019	$1,001 - $15,000	PTR ↗
MSFT	Information Technology	buy	09/20/2019	$1,001 - $15,000	PTR ↗
SPY	Large Cap Blend	sell	09/20/2019	$1,001 - $15,000	PTR ↗
SPY	Large Cap Blend	sell	09/16/2019	$1,001 - $15,000	PTR ↗
SPY	Large Cap Blend	sell	09/13/2019	$1,001 - $15,000	PTR ↗
GLD	Funds / ETFs	buy	09/12/2019	$1,001 - $15,000	PTR ↗
GLD	Funds / ETFs	buy	09/04/2019	$1,001 - $15,000	PTR ↗
CSCO	Information Technology	buy	08/21/2019	$1,001 - $15,000	PTR ↗
VST	Utilities	sell	08/15/2019	$1,001 - $15,000	PTR ↗
VST	Utilities	sell	08/14/2019	$1,001 - $15,000	PTR ↗
VSLR	Industrials	buy	08/14/2019	$1,001 - $15,000	PTR ↗
VSLR	Industrials	buy	08/13/2019	$1,001 - $15,000	PTR ↗
VSLR	Industrials	buy	08/12/2019	$1,001 - $15,000	PTR ↗
VSLR	Industrials	buy	08/09/2019	$1,001 - $15,000	PTR ↗
FB	Communication Services	sell	06/04/2019	$1,001 - $15,000	PTR ↗
RHT	Information Technology	sell	06/03/2019	$15,001 - $50,000	PTR ↗
NTNX	Information Technology	sell	05/29/2019	$1,001 - $15,000	PTR ↗
NTNX	Information Technology	sell	05/28/2019	$1,001 - $15,000	PTR ↗
WY	Real Estate	sell	05/23/2019	$1,001 - $15,000	PTR ↗
WY	Real Estate	sell	05/22/2019	$1,001 - $15,000	PTR ↗
WY	Real Estate	sell	05/21/2019	$1,001 - $15,000	PTR ↗
BKI	Information Technology	buy	05/03/2019	$1,001 - $15,000	PTR ↗
BKI	Information Technology	buy	05/02/2019	$1,001 - $15,000	PTR ↗
BKI	Information Technology	buy	05/01/2019	$1,001 - $15,000	PTR ↗
WY	Real Estate	buy	04/17/2019	$1,001 - $15,000	PTR ↗
WY	Real Estate	buy	04/16/2019	$1,001 - $15,000	PTR ↗
ALC	Health Care	sell	04/15/2019	$1,001 - $15,000	PTR ↗
WY	Real Estate	buy	04/11/2019	$1,001 - $15,000	PTR ↗
SRE	Utilities	sell	03/27/2019	$1,001 - $15,000	PTR ↗
HD	Consumer Discretionary	buy	03/25/2019	$1,001 - $15,000	PTR ↗
NTNX	Information Technology	buy	03/21/2019	$1,001 - $15,000	PTR ↗
VST	Utilities	buy	03/13/2019	$1,001 - $15,000	PTR ↗
VST	Utilities	buy	03/12/2019	$1,001 - $15,000	PTR ↗
CI	Health Care	sell	03/05/2019	$1,001 - $15,000	PTR ↗
BKI	Information Technology	buy	03/05/2019	$1,001 - $15,000	PTR ↗
BKI	Information Technology	buy	03/04/2019	$1,001 - $15,000	PTR ↗
BKI	Information Technology	buy	03/01/2019	$1,001 - $15,000	PTR ↗
ATVI	Communication Services	sell	02/28/2019	$1,001 - $15,000	PTR ↗
LLY	Health Care	buy	02/28/2019	$1,001 - $15,000	PTR ↗
RHT	Information Technology	sell	02/26/2019	$1,001 - $15,000	PTR ↗
NVS	Health Care	buy	02/15/2019	$1,001 - $15,000	PTR ↗
ADSK	Information Technology	sell	02/15/2019	$1,001 - $15,000	PTR ↗
MSFT	Information Technology	buy	02/14/2019	$1,001 - $15,000	PTR ↗
CI	Health Care	buy	02/04/2019	$1,001 - $15,000	PTR ↗
HD	Consumer Discretionary	buy	12/31/2018	$1,001 - $15,000	PTR ↗
DOV	Industrials	sell	12/26/2018	$1,001 - $15,000	PTR ↗
ZAYO	Unclassified	sell	12/20/2018	$1,001 - $15,000	PTR ↗
CI	Health Care	buy	12/14/2018	$1,001 - $15,000	PTR ↗
NVS	Health Care	buy	11/30/2018	$1,001 - $15,000	PTR ↗
NVS	Health Care	buy	11/29/2018	$15,001 - $50,000	PTR ↗
NVS	Health Care	buy	11/29/2018	$1,001 - $15,000	PTR ↗
ATVI	Communication Services	sell	11/27/2018	$1,001 - $15,000	PTR ↗
EFX	Industrials	sell	11/20/2018	$15,001 - $50,000	PTR ↗
BLK	Financials	sell	11/14/2018	$1,001 - $15,000	PTR ↗
ADSK	Information Technology	sell	11/12/2018	$1,001 - $15,000	PTR ↗
BLK	Financials	buy	11/07/2018	$1,001 - $15,000	PTR ↗
APTV	Consumer Discretionary	sell	10/29/2018	$1,001 - $15,000	PTR ↗
APTV	Consumer Discretionary	sell	10/29/2018	$15,001 - $50,000	PTR ↗
SRE	Utilities	buy	10/25/2018	$1,001 - $15,000	PTR ↗
ATVI	Communication Services	buy	10/24/2018	$1,001 - $15,000	PTR ↗
SRE	Utilities	buy	10/24/2018	$1,001 - $15,000	PTR ↗
DWDP	Materials	sell	10/23/2018	$1,001 - $15,000	PTR ↗
DWDP	Materials	sell	10/23/2018	$15,001 - $50,000	PTR ↗
EFX	Industrials	sell	10/12/2018	$1,001 - $15,000	PTR ↗
EFX	Industrials	sell	10/11/2018	$1,001 - $15,000	PTR ↗
DWDP	Materials	sell	09/27/2018	$1,001 - $15,000	PTR ↗
DOV	Industrials	buy	08/29/2018	$1,001 - $15,000	PTR ↗
RHT	Information Technology	buy	08/29/2018	$1,001 - $15,000	PTR ↗
ADSK	Information Technology	sell	08/27/2018	$1,001 - $15,000	PTR ↗
ATVI	Communication Services	buy	08/20/2018	$1,001 - $15,000	PTR ↗
ADI	Information Technology	sell	08/14/2018	$1,001 - $15,000	PTR ↗
ADI	Information Technology	sell	08/13/2018	$1,001 - $15,000	PTR ↗
ADI	Information Technology	sell	08/10/2018	$1,001 - $15,000	PTR ↗
EFX	Industrials	buy	07/31/2018	$1,001 - $15,000	PTR ↗
EFX	Industrials	buy	07/30/2018	$1,001 - $15,000	PTR ↗
PSX	Energy	sell	07/30/2018	$1,001 - $15,000	PTR ↗
WEX	Information Technology	sell	07/23/2018	$1,001 - $15,000	PTR ↗
RHT	Information Technology	buy	07/20/2018	$1,001 - $15,000	PTR ↗
WEX	Information Technology	sell	06/04/2018	$1,001 - $15,000	PTR ↗
APY	Unclassified	sell	05/14/2018	$1,001 - $15,000	PTR ↗
DOV	Industrials	buy	05/08/2018	$1,001 - $15,000	PTR ↗
SRE	Utilities	buy	04/30/2018	$1,001 - $15,000	PTR ↗
SRE	Utilities	buy	04/27/2018	$15,001 - $50,000	PTR ↗
SRE	Utilities	buy	04/27/2018	$1,001 - $15,000	PTR ↗
EFX	Industrials	buy	04/26/2018	$1,001 - $15,000	PTR ↗
OUT	Real Estate	sell	03/20/2018	$1,001 - $15,000	PTR ↗
SIEGY	Unclassified	sell	03/19/2018	$1,001 - $15,000	PTR ↗
KSU	Industrials	sell	01/24/2018	$1,001 - $15,000	PTR ↗
BMRN	Health Care	buy	01/18/2018	$1,001 - $15,000	PTR ↗
BMRN	Health Care	buy	01/17/2018	$1,001 - $15,000	PTR ↗
ADSK	Information Technology	sell	01/09/2018	$1,001 - $15,000	PTR ↗
BSX	Health Care	buy	12/14/2017	$15,001 - $50,000	PTR ↗
MLM	Materials	buy	11/15/2017	$1,001 - $15,000	PTR ↗
MLM	Materials	buy	11/14/2017	$1,001 - $15,000	PTR ↗
EXPE	Consumer Discretionary	sell	11/10/2017	$1,001 - $15,000	PTR ↗
DWDP	Materials	buy	10/19/2017	$1,001 - $15,000	PTR ↗
DWDP	Materials	buy	10/18/2017	$15,001 - $50,000	PTR ↗
CMCSA	Communication Services	sell	10/13/2017	$15,001 - $50,000	PTR ↗
CHTR	Communication Services	buy	09/26/2017	$1,001 - $15,000	PTR ↗
BMY	Health Care	sell	09/25/2017	$15,001 - $50,000	PTR ↗
CHTR	Communication Services	sell	08/15/2017	$1,001 - $15,000	PTR ↗
ATVI	Communication Services	buy	07/24/2017	$1,001 - $15,000	PTR ↗
APD	Materials	buy	07/20/2017	$15,001 - $50,000	PTR ↗
ADBE	Information Technology	sell	06/28/2017	$15,001 - $50,000	PTR ↗
AAPL	Information Technology	sell	06/28/2017	$1,001 - $15,000	PTR ↗
MSFT	Information Technology	sell	06/28/2017	$1,001 - $15,000	PTR ↗
ADSK	Information Technology	buy	06/20/2017	$1,001 - $15,000	PTR ↗
COST	Consumer Staples	sell	06/16/2017	$15,001 - $50,000	PTR ↗
INFO	Large Cap Blend	sell	05/25/2017	$1,001 - $15,000	PTR ↗
ORCL	Information Technology	buy	05/25/2017	$1,001 - $15,000	PTR ↗
CHTR	Communication Services	buy	05/24/2017	$1,001 - $15,000	PTR ↗
ORCL	Information Technology	buy	05/24/2017	$15,001 - $50,000	PTR ↗
COST	Consumer Staples	sell	05/10/2017	$1,001 - $15,000	PTR ↗
INFO	Large Cap Blend	sell	05/10/2017	$15,001 - $50,000	PTR ↗
ZAYO	Unclassified	buy	05/10/2017	$1,001 - $15,000	PTR ↗
EXPE	Consumer Discretionary	buy	03/15/2017	$15,001 - $50,000	PTR ↗
UNH	Health Care	sell	02/17/2017	$1,001 - $15,000	PTR ↗
TMUS	Communication Services	sell	02/15/2017	$1,001 - $15,000	PTR ↗
XRAY	Health Care	sell	01/20/2017	$1,001 - $15,000	PTR ↗
JNJ	Health Care	buy	01/18/2017	$15,001 - $50,000	PTR ↗
VRSK	Information Technology	sell	01/18/2017	$1,001 - $15,000	PTR ↗
IHS	Communication Services	buy	12/19/2016	$1,001 - $15,000	PTR ↗
GD	Industrials	buy	11/22/2016	$15,001 - $50,000	PTR ↗
KMB	Materials	sell	11/14/2016	$1,001 - $15,000	PTR ↗
VZ	Communication Services	sell	11/14/2016	$15,001 - $50,000	PTR ↗
AAPL	Information Technology	buy	11/11/2016	$1,001 - $15,000	PTR ↗
SEE	Materials	buy	11/10/2016	$1,001 - $15,000	PTR ↗
XRAY	Health Care	buy	10/14/2016	$1,001 - $15,000	PTR ↗
VRSK	Information Technology	sell	10/14/2016	$1,001 - $15,000	PTR ↗
CHTR	Communication Services	sell	10/11/2016	$1,001 - $15,000	PTR ↗
BRK.B	Financials	buy	09/21/2016	$1,001 - $15,000	PTR ↗
COST	Consumer Staples	sell	09/12/2016	$1,001 - $15,000	PTR ↗
ZTS	Health Care	sell	08/22/2016	$15,001 - $50,000	PTR ↗
PYPL	Financials	sell	08/16/2016	$15,001 - $50,000	PTR ↗
LDOS	Information Technology	exchange	08/16/2016	$15,001 - $50,000	PTR ↗
LMT	Industrials	buy	08/10/2016	$15,001 - $50,000	PTR ↗
INFO	Large Cap Blend	exchange	07/15/2016	$15,001 - $50,000	PTR ↗
MRKT	Funds / ETFs	buy	07/12/2016	$15,001 - $50,000	PTR ↗
MSFT	Information Technology	buy	06/21/2016	$15,001 - $50,000	PTR ↗
DAL	Industrials	sell	06/16/2016	$1,001 - $15,000	PTR ↗
FIS	Financials	sell	06/16/2016	$15,001 - $50,000	PTR ↗
VZ	Communication Services	sell	06/15/2016	$1,001 - $15,000	PTR ↗
CSCO	Information Technology	buy	06/13/2016	$15,001 - $50,000	PTR ↗
DAL	Industrials	buy	05/10/2016	$1,001 - $15,000	PTR ↗
DAL	Industrials	buy	04/22/2016	$1,001 - $15,000	PTR ↗
TMUS	Communication Services	buy	04/19/2016	$15,001 - $50,000	PTR ↗
INTU	Information Technology	sell	04/11/2016	$15,001 - $50,000	PTR ↗
FIS	Financials	buy	03/18/2016	$1,001 - $15,000	PTR ↗
JPM	Financials	sell	02/11/2016	$1,001 - $15,000	PTR ↗
MRK	Health Care	buy	01/21/2016	$15,001 - $50,000	PTR ↗
KMB	Materials	sell	01/20/2016	$15,001 - $50,000	PTR ↗
SHW	Materials	sell	01/20/2016	$1,001 - $15,000	PTR ↗
CHKP	Information Technology	buy	01/19/2016	$1,001 - $15,000	PTR ↗
ADBE	Information Technology	sell	01/14/2016	$1,001 - $15,000	PTR ↗
FB	Communication Services	sell	01/14/2016	$1,001 - $15,000	PTR ↗
ZTS	Health Care	buy	01/14/2016	$1,001 - $15,000	PTR ↗
TK	Industrials	sell	12/17/2015	$1,001 - $15,000	PTR ↗
VZ	Communication Services	buy	11/20/2015	$15,001 - $50,000	PTR ↗
SYF	Financials	buy	11/17/2015	$1,001 - $15,000	PTR ↗
SYF	Financials	buy	11/12/2015	$1,001 - $15,000	PTR ↗
JNJ	Health Care	sell	10/13/2015	$15,001 - $50,000	PTR ↗
PFE	Health Care	buy	10/13/2015	$15,001 - $50,000	PTR ↗
SHW	Materials	buy	10/13/2015	$1,001 - $15,000	PTR ↗
ATVI	Communication Services	sell	09/24/2015	$1,001 - $15,000	PTR ↗
LNC	Financials	sell	09/24/2015	$15,001 - $50,000	PTR ↗
TEVA	Health Care	sell	09/11/2015	$15,001 - $50,000	PTR ↗
HCA	Health Care	buy	08/26/2015	$1,001 - $15,000	PTR ↗
HOT	Funds / ETFs	sell	08/13/2015	$15,001 - $50,000	PTR ↗
PCLN	Consumer Discretionary	sell	08/12/2015	$15,001 - $50,000	PTR ↗
TEVA	Health Care	sell	07/27/2015	$15,001 - $50,000	PTR ↗
BIIB	Health Care	sell	07/23/2015	$1,001 - $15,000	PTR ↗
ORCL	Information Technology	sell	07/23/2015	$15,001 - $50,000	PTR ↗
BWA	Consumer Discretionary	sell	07/20/2015	$15,001 - $50,000	PTR ↗
WSH	Funds / ETFs	sell	07/14/2015	$15,001 - $50,000	PTR ↗
LNC	Financials	buy	06/11/2015	$15,001 - $50,000	PTR ↗
TK	Industrials	sell	06/10/2015	$1,001 - $15,000	PTR ↗
TOO	Unclassified	sell	06/10/2015	$15,001 - $50,000	PTR ↗
KMB	Materials	buy	05/22/2015	$15,001 - $50,000	PTR ↗
STWD	Real Estate	sell	05/22/2015	$15,001 - $50,000	PTR ↗
IHS	Communication Services	sell	03/24/2015	$15,001 - $50,000	PTR ↗
HOT	Funds / ETFs	buy	03/24/2015	$1,001 - $15,000	PTR ↗
PCLN	Consumer Discretionary	buy	03/23/2015	$1,001 - $15,000	PTR ↗
TWX	Communication Services	buy	03/13/2015	$15,001 - $50,000	PTR ↗
AMT	Real Estate	sell	03/12/2015	$15,001 - $50,000	PTR ↗
NEE	Utilities	sell	03/12/2015	$15,001 - $50,000	PTR ↗
ITC	Funds / ETFs	sell	03/10/2015	$1,001 - $15,000	PTR ↗
PCLN	Consumer Discretionary	buy	02/19/2015	$15,001 - $50,000	PTR ↗
ACT	Financials	buy	02/18/2015	$1,001 - $15,000	PTR ↗
CVS	Health Care	buy	02/10/2015	$15,001 - $50,000	PTR ↗
ORCL	Information Technology	buy	01/22/2015	$15,001 - $50,000	PTR ↗
SDLP	Unclassified	sell	01/22/2015	$1,001 - $15,000	PTR ↗
SNDK	Information Technology	sell	01/13/2015	$15,001 - $50,000	PTR ↗
HOT	Funds / ETFs	buy	12/24/2014	$15,001 - $50,000	PTR ↗
MA	Financials	buy	12/19/2014	$15,001 - $50,000	PTR ↗
TEVA	Health Care	buy	12/19/2014	$15,001 - $50,000	PTR ↗
ESRX	Health Care	sell	07/17/2014	$15,001 - $50,000	PTR ↗
IACI	Funds / ETFs	buy	06/17/2014	$15,001 - $50,000	PTR ↗
NMFC	Unclassified	sell	05/16/2014	$1,001 - $15,000	PTR ↗
EEQ	Funds / ETFs	sell	02/14/2014	$15,001 - $50,000	PTR ↗
KMP	Funds / ETFs	sell	02/14/2014	$1,001 - $15,000	PTR ↗
IHS	Communication Services	buy	01/15/2014	$1,001 - $15,000	PTR ↗

*Disclosed volume estimated from STOCK Act amount-range midpoints; actual values fall within the disclosed bands. Trade success/return scoring requires historical price data — planned next.