Business · Congress trades · House
Val T. Hoyle
Democrat Every stock trade Val T. Hoyle reported under the STOCK Act since 2020, and how each did against the S&P 500. Their full record.
Trades389
Buys / sales193 / 196
Estimated volume$3.4MMiddle of each reported range
Trades that beat the market50.1%187 of 373: did better than the same money in the S&P 500 that day
Typical trade vs. the market+0.1%The middle trade: half did better, half worse
Disclosed late221Reported more than 45 days after the trade
Members report each trade as a dollar range, not an exact amount; volume uses the middle of each range. "Vs. the market since" is the stock's move from the trade date to today minus the S&P 500's: +10% means the trade did 10 points better than putting the same money in the S&P 500 that day. For a sale it's reversed, so a sale scores well when the stock then lagged. Prices exclude dividends. Trades by spouses and children count.
The portfolio against the market
Our rebuild of the household's disclosed stocks and options since December 31, 2024: +28.9% against +27.4% for the S&P 500. Hover for any quarter.
PortfolioS&P 500 (SPY)
Compare with funds and other members · how we rebuild it is on that page.
What they still hold
By our estimate: every reported buy less every reported sale, at today's prices. Positions from before 2020 are missing.
| Stock | Share of portfolio | Worth about |
|---|---|---|
| VRTVertiv | 14.5% | $15K |
| CFCF Industries | 11.5% | $12K |
| KNXKnight-Swift Transportation | 11.4% | $12K |
| TYLTyler Technologies | 9.6% | $9,896 |
| CNCCentene Corporation | 8.8% | $9,128 |
| BMYBristol-Myers Squibb | 8.8% | $9,105 |
| DHRDanaher Corporation | 7.3% | $7,551 |
| SNPSSynopsys | 6.8% | $7,077 |
| GDDYGoDaddy | 5.7% | $5,921 |
| EIXEdison International | 5.2% | $5,382 |
| SNAPSnap Inc. | 4.3% | $4,407 |
| CRWVCoreWeave, Inc. | 3.4% | $3,504 |
Most traded: GOOGL (8), AMZN (7), JPM (6), NVDA (6), UNH (6), ANET (5), MSFT (5), BRK.B (4)
Every trade
| Traded | What | Stock | Amount | Vs. the market since |
|---|---|---|---|---|
| April 2, 2025LATE | Sold Spouse | LPLALPL Financial Holdings Inc. - Common Stock (LPLA) | $1,001 - $15,0001 | +39.9% |
| September 23, 2025 | Sold Spouse | GOOGLAlphabet Inc. - Class A Common Stock (GOOGL) | $15,001 - $50,0002 | −22.4% |
| September 23, 2025 | Sold | GOOGF S : New S O : Fidelity Rollover IRA SP Alphabet In | $1,001 - $15,0002 | – |
| September 23, 2025 | Sold | AMZNF S : New S O : Fidelity Rollover IRA SP Amazon.com, | $15,001 - $50,0002 | +3.1% |
| September 23, 2025 | Sold | DOXF S : New S O : Fidelity Rollover IRA SP Amdocs Limi | $1,001 - $15,0002 | +44.2% |
| September 23, 2025 | Sold | APHF S : New S O : Fidelity Rollover IRA SP Amphenol Co | $1,001 - $15,0002 | −10.2% |
| September 23, 2025 | Sold Spouse | APOApollo Global Management, Inc. (APO) | $1,001 - $15,0002 | +39.9% |
| September 23, 2025 | Sold | AAPLF S : New S O : Fidelity Rollover IRA SP Apple Inc. | $15,001 - $50,0002 | −18.6% |
| September 23, 2025 | Sold | APPF S : New S O : Fidelity Rollover IRA SP Applovin Co | $1,001 - $15,0002 | +75.5% |
| September 23, 2025 | Sold | ARESF S : New S O : Fidelity Rollover IRA SP Ares Manage | $1,001 - $15,0002 | +54.4% |
| September 23, 2025 | Sold | ANETF S : New S O : Fidelity Rollover IRA SP Arista Netw | $1,001 - $15,0002 | −6.5% |
| September 23, 2025 | Sold | AJGF S : New S O : Fidelity Rollover IRA SP Arthur J. G | $1,001 - $15,0002 | +32.6% |
| September 23, 2025 | Sold | AZNF S : New S O : Fidelity Rollover IRA SP AstraZeneca | $1,001 - $15,0002 | +7.5% |
| September 23, 2025 | Sold | AZOF S : New S O : Fidelity Rollover IRA SP AutoZone, I | $1,001 - $15,0002 | +40.6% |
| September 23, 2025 | Sold | BACF S : New S O : Fidelity Rollover IRA SP Bank of Ame | $1,001 - $15,0002 | +17.3% |
| September 23, 2025 | Sold Spouse | BRK.BBerkshire Hathaway Inc. New Common Stock (BRK.B) | $1,001 - $15,0002 | +8.7% |
| September 23, 2025 | Sold | BLKF S : New S O : Fidelity Rollover IRA SP BlackRock, | $1,001 - $15,0002 | +16.1% |
| September 23, 2025 | Sold | BAF S : New S O : Fidelity Rollover IRA SP Boeing Comp | $1,001 - $15,0002 | +28.5% |
| September 23, 2025 | Sold | BKNGF S : New S O : Fidelity Rollover IRA SP Booking Hol | $1,001 - $15,0002 | +42.2% |
| September 23, 2025 | Sold | BSXF S : New S O : Fidelity Rollover IRA SP Boston Scie | $1,001 - $15,0002 | +70.9% |
| September 23, 2025 | Sold | AVGOF S : New S O : Fidelity Rollover IRA SP Broadcom In | $15,001 - $50,0002 | +19.4% |
| September 23, 2025 | Sold | BROF S : New S O : Fidelity Rollover IRA SP Brown & Bro | $1,001 - $15,0002 | +41.1% |
| September 23, 2025 | Sold | BF.BF S : New S O : Fidelity Rollover IRA SP Brown Forma | $1,001 - $15,0002 | +9.5% |
| September 23, 2025 | Sold | CHRWF S : New S O : Fidelity Rollover IRA SP C.H. Robins | $1,001 - $15,0002 | +12.5% |
| September 23, 2025 | Sold Spouse | CDNSCadence Design Systems, Inc. - Common Stock (CDNS) | $1,001 - $15,0002 | +29.1% |
| September 23, 2025 | Sold | CNQF S : New S O : Fidelity Rollover IRA SP Canadian Na | $1,001 - $15,0002 | −51.0% |
| September 23, 2025 | Sold | COFF S : New S O : Fidelity Rollover IRA SP Capital One | $1,001 - $15,0002 | +25.9% |
| September 23, 2025 | Sold | CLSF S : New S O : Fidelity Rollover IRA SP Celestica, | $1,001 - $15,0002 | −1.5% |
| September 23, 2025 | Sold | SCHWF S : New S O : Fidelity Rollover IRA SP Charles Sch | $1,001 - $15,0002 | +16.1% |
| September 23, 2025 | Sold | CTASF S : New S O : Fidelity Rollover IRA SP Cintas Corp | $1,001 - $15,0002 | +9.8% |
| September 23, 2025 | Sold | CSCOF S : New S O : Fidelity Rollover IRA SP Cisco Syste | $1,001 - $15,0002 | −42.6% |
| September 23, 2025 | Sold | CMEF S : New S O : Fidelity Rollover IRA SP CME Group I | $1,001 - $15,0002 | +4.2% |
| September 23, 2025 | Sold | KOF S : New S O : Fidelity Rollover IRA SP Coca-Cola C | $1,001 - $15,0002 | −21.5% |
| September 23, 2025 | Sold | CMCSAF S : New S O : Fidelity Rollover IRA SP Comcast Cor | $1,001 - $15,0002 | +42.5% |
| September 23, 2025 | Sold | COPF S : New S O : Fidelity Rollover IRA SP ConocoPhill | $1,001 - $15,0002 | −40.4% |
| September 23, 2025 | Sold | CNSWFF S : New S O : Fidelity Rollover IRA SP CONSTELLATI | $1,001 - $15,0002 | +39.2% |
| September 23, 2025 | Sold | COSTF S : New S O : Fidelity Rollover IRA SP Costco Whol | $1,001 - $15,0002 | +11.5% |
| September 23, 2025 | Sold | CRHF S : New S O : Fidelity Rollover IRA SP CRH PLC Ord | $1,001 - $15,0002 | +43.1% |
| September 23, 2025 | Sold | CCIF S : New S O : Fidelity Rollover IRA SP Crown Castl | $1,001 - $15,0002 | +29.2% |
| September 23, 2025 | Sold | CCKF S : New S O : Fidelity Rollover IRA SP Crown Holdi | $1,001 - $15,0002 | −4.1% |
| September 23, 2025 | Sold | CSXF S : New S O : Fidelity Rollover IRA SP CSX Corpora | $1,001 - $15,0002 | −26.5% |
| September 23, 2025 | Sold | CVSF S : New S O : Fidelity Rollover IRA SP CVS Health | $1,001 - $15,0002 | −4.4% |
| September 23, 2025 | Sold | DEF S : New S O : Fidelity Rollover IRA SP Deere & Com | $1,001 - $15,0002 | −19.7% |
| September 23, 2025 | Sold | DEOF S : New S O : Fidelity Rollover IRA SP Diageo plc | $1,001 - $15,0002 | +17.6% |
| September 23, 2025 | Sold | ETNF S : New S O : Fidelity Rollover IRA SP Eaton Corpo | $1,001 - $15,0002 | +10.2% |
| September 23, 2025 | Sold | ELANF S : New S O : Fidelity Rollover IRA SP Elanco Anim | $1,001 - $15,0002 | −10.7% |
| September 23, 2025 | Sold | LLYF S : New S O : Fidelity Rollover IRA SP Eli Lilly a | $1,001 - $15,0002 | −51.2% |
| September 23, 2025 | Sold | EMRF S : New S O : Fidelity Rollover IRA SP Emerson Ele | $1,001 - $15,0002 | −6.5% |
| September 23, 2025 | Sold | ESF S : New S O : Fidelity Rollover IRA SP Eversource | $1,001 - $15,0002 | +20.1% |
| September 23, 2025 | Sold | XOMF S : New S O : Fidelity Rollover IRA SP Exxon Mobil | $1,001 - $15,0002 | −36.9% |
| September 23, 2025 | Sold | FDXF S : New S O : Fidelity Rollover IRA SP FedEx Corpo | $1,001 - $15,0002 | −39.5% |
| September 23, 2025 | Sold | FERGS O : Fidelity Rollover IRA SP Ferguson Enterprises Inc. Comm | $1,001 - $15,0002 | +17.2% |
| September 23, 2025 | Sold | FQVLFF S : New S O : Fidelity Rollover IRA SP FIRST QUANT | $1,001 - $15,0002 | – |
| September 23, 2025 | Sold | GEF S : New S O : Fidelity Rollover IRA SP GE Aerospac | $1,001 - $15,0002 | +14.3% |
| September 23, 2025 | Sold | GEVF S : New S O : Fidelity Rollover IRA SP GE Vernova | $1,001 - $15,0002 | −29.9% |
| September 23, 2025 | Sold | GENF S : New S O : Fidelity Rollover IRA SP Gen Digital | $1,001 - $15,0002 | +30.6% |
| September 23, 2025 | Sold | GILDF S : New S O : Fidelity Rollover IRA SP Gilead Scie | $1,001 - $15,0002 | −21.2% |
| September 23, 2025 | Sold | GSKS O : Fidelity Rollover IRA D : Full sale on 9/23/25 | $1,001 - $15,0002 | −4.6% |
| September 23, 2025 | Sold | HRBF S : New S O : Fidelity Rollover IRA SP H&R Block, | $1,001 - $15,0002 | +19.4% |
| September 23, 2025 | Sold | HLNF S : New S O : Fidelity Rollover IRA SP Haleon plc | $1,001 - $15,0002 | +5.1% |
| September 23, 2025 | Sold | HEI.AF S : New S O : Fidelity Rollover IRA SP Heico Corpo | $1,001 - $15,0002 | – |
| September 23, 2025 | Sold | HLTF S : New S O : Fidelity Rollover IRA SP Hilton Worl | $1,001 - $15,0002 | −13.7% |
| September 23, 2025 | Sold | IMOF S : New S O : Fidelity Rollover IRA SP Imperial Oi | $1,001 - $15,0002 | −22.0% |
| September 23, 2025 | Sold | JNJF S : New S O : Fidelity Rollover IRA SP Johnson & J | $1,001 - $15,0002 | −27.1% |
| September 23, 2025 | Sold | JPMF S : New S O : Fidelity Rollover IRA SP JP Morgan C | $1,001 - $15,0002 | +9.1% |
| September 23, 2025 | Sold | KVUEF S : New S O : Fidelity Rollover IRA SP Kenvue Inc. | $1,001 - $15,0002 | +8.1% |
| September 23, 2025 | Sold | KDPF S : New S O : Fidelity Rollover IRA SP Keurig Dr P | $1,001 - $15,0002 | −12.6% |
| September 23, 2025 | Sold | KKRF S : New S O : Fidelity Rollover IRA SP KKR & Co. I | $1,001 - $15,0002 | +56.9% |
| September 23, 2025 | Sold | KLACS O : Fidelity Rollover IRA SP KLA Corporation - Common Stock | $1,001 - $15,0002 | −46.5% |
| September 23, 2025 | Sold | KRF S : New S O : Fidelity Rollover IRA SP Kroger Comp | $1,001 - $15,0002 | +20.4% |
| September 23, 2025 | Sold | LHXF S : New S O : Fidelity Rollover IRA SP L3Harris Te | $1,001 - $15,0002 | +32.3% |
| September 23, 2025 | Sold | LRCXF S : New S O : Fidelity Rollover IRA SP Lam Researc | $1,001 - $15,0002 | −93.9% |
| September 23, 2025 | Sold | LENF S : New S O : Fidelity Rollover IRA SP Lennar Corp | $1,001 - $15,0002 | +53.3% |
| September 23, 2025 | Sold | LINF S : New S O : Fidelity Rollover IRA SP Linde plc - | $1,001 - $15,0002 | +13.6% |
| September 23, 2025 | Sold | LMTF S : New S O : Fidelity Rollover IRA SP Lockheed Ma | $1,001 - $15,0002 | +6.9% |
| September 23, 2025 | Sold | LOWF S : New S O : Fidelity Rollover IRA SP Lowe's Comp | $1,001 - $15,0002 | +41.0% |
| September 23, 2025 | Sold | LULUF S : New S O : Fidelity Rollover IRA SP lululemon a | $1,001 - $15,0002 | +59.2% |
| September 23, 2025 | Sold | LVMUYS O : Fidelity Rollover IRA SP LVMH Moet Hennessy Louis Vuitt | $1,001 - $15,0002 | – |
| September 23, 2025 | Sold | MTBF S : New S O : Fidelity Rollover IRA SP M&T Bank Co | $1,001 - $15,0002 | +7.4% |
| September 23, 2025 | Sold | MARF S : New S O : Fidelity Rollover IRA SP Marriott In | $1,001 - $15,0002 | −30.9% |
| September 23, 2025 | Sold | MMCF S : New S O : Fidelity Rollover IRA SP Marsh & McL | $1,001 - $15,0002 | – |
| September 23, 2025 | Sold | MLMF S : New S O : Fidelity Rollover IRA SP Martin Mari | $1,001 - $15,0002 | +36.5% |
| September 23, 2025 | Sold | MRVLF S : New S O : Fidelity Rollover IRA SP Marvell Tec | $1,001 - $15,0002 | −206.9% |
| September 23, 2025 | Sold | MAF S : New S O : Fidelity Rollover IRA SP Mastercard | $1,001 - $15,0002 | +8.2% |
| September 23, 2025 | Sold | MCKF S : New S O : Fidelity Rollover IRA SP McKesson Co | $1,001 - $15,0002 | −18.3% |
| September 23, 2025 | Sold | MELIF S : New S O : Fidelity Rollover IRA SP MercadoLibr | $1,001 - $15,0002 | +41.9% |
| September 23, 2025 | Sold | MRKF S : New S O : Fidelity Rollover IRA SP Merck & Com | $1,001 - $15,0002 | −65.2% |
| September 23, 2025 | Sold | METAF S : New S O : Fidelity Rollover IRA SP Meta Platfo | $15,001 - $50,0002 | +18.8% |
| September 23, 2025 | Sold | MUF S : New S O : Fidelity Rollover IRA SP Micron Tech | $1,001 - $15,0002 | −443.2% |
| September 23, 2025 | Sold | MSFTF S : New S O : Fidelity Rollover IRA SP Microsoft C | $15,001 - $50,0002 | +10.4% |
| September 23, 2025 | Sold | MDLZF S : New S O : Fidelity Rollover IRA SP Mondelez In | $1,001 - $15,0002 | +17.6% |
| September 23, 2025 | Sold | MCOF S : New S O : Fidelity Rollover IRA SP Moody's Cor | $1,001 - $15,0002 | +14.9% |
| September 23, 2025 | Sold | MSF S : New S O : Fidelity Rollover IRA SP Morgan Stan | $1,001 - $15,0002 | +3.1% |
| September 23, 2025 | Sold | MOSF S : New S O : Fidelity Rollover IRA SP Mosaic Comp | $1,001 - $15,0002 | +60.6% |
| September 23, 2025 | Sold | MSIF S : New S O : Fidelity Rollover IRA SP Motorola So | $1,001 - $15,0002 | +19.4% |
| September 23, 2025 | Sold | NGGF S : New S O : Fidelity Rollover IRA SP National Gr | $1,001 - $15,0002 | +5.6% |
| September 23, 2025 | Sold | NFLXF S : New S O : Fidelity Rollover IRA SP Netflix, In | $1,001 - $15,0002 | +56.8% |
| September 23, 2025 | Sold | NEMF S : New S O : Fidelity Rollover IRA SP Newmont Cor | $1,001 - $15,0002 | −20.4% |
| September 23, 2025 | Sold | NKEF S : New S O : Fidelity Rollover IRA SP Nike, Inc. | $1,001 - $15,0002 | +64.0% |
| September 23, 2025 | Sold | NSCF S : New S O : Fidelity Rollover IRA SP Norfolk Sou | $1,001 - $15,0002 | +5.2% |
| September 23, 2025 | Sold | NTRSF S : New S O : Fidelity Rollover IRA SP Northern Tr | $1,001 - $15,0002 | −10.4% |
| September 23, 2025 | Sold | NOCF S : New S O : Fidelity Rollover IRA SP Northrop Gr | $1,001 - $15,0002 | +29.8% |
| September 23, 2025 | Sold Spouse | NTRNutrien Ltd. Common Shares (NTR) | $1,001 - $15,0002 | −7.1% |
| September 23, 2025 | Sold | NVDAF S : New S O : Fidelity Rollover IRA SP NVIDIA Corp | $50,001 - $100,0002 | −5.4% |
| September 23, 2025 | Sold | NXPIF S : New S O : Fidelity Rollover IRA SP NXP Semicon | $1,001 - $15,0002 | +13.9% |
| September 23, 2025 | Sold | ORCLF S : New S O : Fidelity Rollover IRA SP Oracle Corp | $1,001 - $15,0002 | +73.5% |
| September 23, 2025 | Sold | ORLYF S : New S O : Fidelity Rollover IRA SP O'Reilly Au | $1,001 - $15,0002 | +31.1% |
| September 23, 2025 | Sold | PCGF S : New S O : Fidelity Rollover IRA SP Pacific Gas | $1,001 - $15,0002 | +28.4% |
| September 23, 2025 | Sold | PYPLF S : New S O : Fidelity Rollover IRA SP PayPal Hold | $1,001 - $15,0002 | +31.5% |
| September 23, 2025 | Sold | PNRF S : New S O : Fidelity Rollover IRA SP Pentair plc | $1,001 - $15,0002 | +67.8% |
| September 23, 2025 | Sold | PNCF S : New S O : Fidelity Rollover IRA SP PNC Financi | $1,001 - $15,0002 | +11.0% |
| September 23, 2025 | Sold Spouse | PGProcter & Gamble Company (PG) | $1,001 - $15,0002 | +13.4% |
| September 23, 2025 | Sold | PGRF S : New S O : Fidelity Rollover IRA SP Progressive | $1,001 - $15,0002 | +26.8% |
| September 23, 2025 | Sold | QCOMF S : New S O : Fidelity Rollover IRA SP QUALCOMM In | $1,001 - $15,0002 | +11.1% |
| September 23, 2025 | Sold | PWRS O : Fidelity Rollover IRA D : Purchase 9/10/25 les | $1,001 - $15,0002 | −48.5% |
| September 23, 2025 | Sold | RRXF S : New S O : Fidelity Rollover IRA SP Regal Rexno | $1,001 - $15,0002 | +8.2% |
| September 23, 2025 | Sold | RSGF S : New S O : Fidelity Rollover IRA SP Republic Se | $1,001 - $15,0002 | +15.4% |
| September 23, 2025 | Sold | RBLXF S : New S O : Fidelity Rollover IRA SP Roblox Corp | $1,001 - $15,0002 | +77.7% |
| September 23, 2025 | Sold | ROSTF S : New S O : Fidelity Rollover IRA SP Ross Stores | $1,001 - $15,0002 | −44.8% |
| September 23, 2025 | Sold | SPGIF S : New S O : Fidelity Rollover IRA SP S&P Global | $1,001 - $15,0002 | +26.0% |
| September 23, 2025 | Sold Spouse | CRMSalesforce, Inc. Common Stock (CRM) | $1,001 - $15,0002 | +18.0% |
| September 23, 2025 | Sold | SAPF S : New S O : Fidelity Rollover IRA SP SAP SE ADS | $1,001 - $15,0002 | +31.6% |
| September 23, 2025 | Sold | SNF S : New S O : Fidelity Rollover IRA SP SharkNinja, | $1,001 - $15,0002 | −61.9% |
| September 23, 2025 | Sold | SHELF S : New S O : Fidelity Rollover IRA SP Shell PLC A | $1,001 - $15,0002 | −28.4% |
| September 23, 2025 | Sold | SHWF S : New S O : Fidelity Rollover IRA SP Sherwin-Wil | $1,001 - $15,0002 | +18.6% |
| September 23, 2025 | Sold | SPGF S : New S O : Fidelity Rollover IRA SP Simon Prope | $1,001 - $15,0002 | +5.9% |
| September 23, 2025 | Sold | SOF S : New S O : Fidelity Rollover IRA SP Southern Co | $1,001 - $15,0002 | +21.2% |
| September 23, 2025 | Sold | SBUXF S : New S O : Fidelity Rollover IRA SP Starbucks C | $1,001 - $15,0002 | +3.3% |
| September 23, 2025 | Sold | TSMF S : New S O : Fidelity Rollover IRA SP Taiwan Semi | $1,001 - $15,0002 | −33.0% |
| September 23, 2025 | Sold | TGTF S : New S O : Fidelity Rollover IRA SP Target Corp | $1,001 - $15,0002 | −63.6% |
| September 23, 2025 | Sold | TSLAF S : New S O : Fidelity Rollover IRA SP Tesla, Inc. | $1,001 - $15,0002 | +31.3% |
| September 23, 2025 | Sold | BKF S : New S O : Fidelity Rollover IRA SP The Bank of | $1,001 - $15,0002 | – |
| September 23, 2025 | Sold | CIF S : New S O : Fidelity Rollover IRA SP The Cigna G | $1,001 - $15,0002 | +12.2% |
| September 23, 2025 | Sold | HIGF S : New S O : Fidelity Rollover IRA SP The Hartfor | $1,001 - $15,0002 | +15.6% |
| September 23, 2025 | Sold | TRVF S : New S O : Fidelity Rollover IRA SP The Travele | $1,001 - $15,0002 | −22.6% |
| September 23, 2025 | Sold | TMOF S : New S O : Fidelity Rollover IRA SP Thermo Fish | $1,001 - $15,0002 | −31.9% |
| September 23, 2025 | Sold | TT(TOL) [ST] F S : New S O : Fidelity Rollover IRA SP | $1,001 - $15,0002 | +3.5% |
| September 23, 2025 | Sold | TDGF S : New S O : Fidelity Rollover IRA SP Transdigm G | $1,001 - $15,0002 | +29.1% |
| September 23, 2025 | Sold | TSNF S : New S O : Fidelity Rollover IRA SP Tyson Foods | $1,001 - $15,0002 | +16.0% |
| September 23, 2025 | Sold | USBF S : New S O : Fidelity Rollover IRA SP U.S. Bancor | $1,001 - $15,0002 | +0.1% |
| September 23, 2025 | Sold | UBERF S : New S O : Fidelity Rollover IRA SP Uber Techno | $1,001 - $15,0002 | +43.6% |
| September 23, 2025 | Sold | UCBJYF S : New S O : Fidelity Rollover IRA SP UCB SA UNSP | $1,001 - $15,0002 | – |
| September 23, 2025 | Sold | ULTAF S : New S O : Fidelity Rollover IRA SP Ulta Beauty | $1,001 - $15,0002 | +0.2% |
| September 23, 2025 | Sold | UPSF S : New S O : Fidelity Rollover IRA SP United Parc | $1,001 - $15,0002 | +0.5% |
| September 23, 2025 | Sold | URIF S : New S O : Fidelity Rollover IRA SP United Rent | $1,001 - $15,0002 | +6.7% |
| September 23, 2025 | Sold | UNHF S : New S O : Fidelity Rollover IRA SP UnitedHealt | $1,001 - $15,0002 | −0.6% |
| September 23, 2025 | Sold | USFDF S : New S O : Fidelity Rollover IRA SP US Foods Ho | $1,001 - $15,0002 | −13.7% |
| September 23, 2025 | Sold | VRSKF S : New S O : Fidelity Rollover IRA SP Verisk Anal | $1,001 - $15,0002 | +39.1% |
| September 23, 2025 | Sold | VF S : New S O : Fidelity Rollover IRA SP Visa Inc. ( | $1,001 - $15,0002 | −1.7% |
| September 23, 2025 | Sold | DISF S : New S O : Fidelity Rollover IRA SP Walt Disney | $1,001 - $15,0002 | +17.9% |
| September 23, 2025 | Sold | WCNF S : New S O : Fidelity Rollover IRA SP Waste Conne | $1,001 - $15,0002 | +20.2% |
| September 23, 2025 | Sold | WSOF S : New S O : Fidelity Rollover IRA SP Watsco, Inc | $1,001 - $15,0002 | +40.7% |
| September 23, 2025 | Sold | WFCF S : New S O : Fidelity Rollover IRA SP Wells Fargo | $1,001 - $15,0002 | +18.3% |
| September 23, 2025 | Sold | WABF S : New S O : Fidelity Rollover IRA SP Westinghous | $1,001 - $15,0002 | −31.6% |
| September 23, 2025 | Sold | WTWF S : New S O : Fidelity Rollover IRA SP Willis Towe | $1,001 - $15,0002 | +25.3% |
| September 10, 2025 | Bought | AMZNF S : New S O : Fidelity Rollover IRA SP Amazon.com, | $1,001 - $15,0002 | −9.8% |
| September 10, 2025 | Bought | GDDYF S : New S O : Fidelity Rollover IRA SP GoDaddy Inc | $1,001 - $15,0002 | −44.3% |
| September 10, 2025 | Bought | LVMUYS O : Fidelity Rollover IRA SP LVMH Moet Hennessy Louis Vuitt | $1,001 - $15,0002 | – |
| September 10, 2025 | Bought | MCKF S : New S O : Fidelity Rollover IRA SP McKesson Co | $1,001 - $15,0002 | +23.1% |
| September 10, 2025 | Sold | SPOTF S : New S O : Fidelity Rollover IRA SP Spotify Tec | $1,001 - $15,0002 | +42.9% |
| August 27, 2025 | Sold | WBAF S : New S O : Fidelity Rollover IRA SP Walgreens B | $1,001 - $15,0003 | – |
| August 19, 2025 | Sold | CPRTF S : New S O : Fidelity Rollover IRA SP Copart, Inc | $1,001 - $15,0003 | +62.3% |
| August 19, 2025 | Sold | JCIF S : New S O : Fidelity Rollover IRA SP Johnson Con | $1,001 - $15,0003 | −20.6% |
| August 19, 2025 | Sold | PANWF S : New S O : Fidelity Rollover IRA SP Palo Alto N | $1,001 - $15,0003 | −83.3% |
| August 19, 2025 | Sold | NOWF S : New S O : Fidelity Rollover IRA SP ServiceNow, | $1,001 - $15,0003 | +36.9% |
| August 19, 2025 | Bought | UBERF S : New S O : Fidelity Rollover IRA SP Uber Techno | $1,001 - $15,0003 | −46.0% |
| August 7, 2025 | Sold | BNTXF S : New S O : Fidelity Rollover IRA SP BioNTech SE | $1,001 - $15,0003 | +43.3% |
| August 7, 2025 | Bought | TYLF S : New S O : Fidelity Rollover IRA SP Tyler Techn | $1,001 - $15,0003 | −61.5% |
| August 7, 2025 | Bought | URIF S : New S O : Fidelity Rollover IRA SP United Rent | $1,001 - $15,0003 | +0.5% |
| July 28, 2025LATE | Sold Spouse | MMM3M Company Common Stock (MMM) | $1,001 - $15,0003 | +12.4% |
| July 28, 2025LATE | Sold | GSF S : New S O : Fidelity Rollover IRA SP Goldman Sac | $1,001 - $15,0003 | −2.0% |
| July 28, 2025LATE | Bought Spouse | KLACKLA Corporation - Common Stock (KLAC) | $1,001 - $15,0003 | +67.8% |
| July 28, 2025LATE | Bought | KRF S : New S O : Fidelity Rollover IRA SP Kroger Comp | $1,001 - $15,0003 | −30.7% |
| July 28, 2025LATE | Bought | NTRSF S : New S O : Fidelity Rollover IRA SP Northern Tr | $1,001 - $15,0003 | +6.3% |
| July 14, 2025LATE | Bought | GOOGLF S : New S O : Fidelity Rollover IRA SP Alphabet In | $1,001 - $15,0003 | +68.8% |
| July 14, 2025LATE | Bought | ANETF S : New S O : Fidelity Rollover IRA SP Arista Netw | $1,001 - $15,0003 | +39.8% |
| July 14, 2025LATE | Bought | BF.BF S : New S O : Fidelity Rollover IRA SP Brown Forma | $1,001 - $15,0003 | −21.2% |
| July 14, 2025LATE | Bought | EMRF S : New S O : Fidelity Rollover IRA SP Emerson Ele | $1,001 - $15,0003 | −8.1% |
| July 14, 2025LATE | Sold | SHWF S : New S O : Fidelity Rollover IRA SP Sherwin-Wil | $1,001 - $15,0003 | +25.7% |
| July 2, 2025LATE | Bought | GOOGLF S : New S O : Fidelity Rollover IRA SP Alphabet In | $1,001 - $15,0003 | +71.1% |
| July 2, 2025LATE | Bought | AMZNF S : New S O : Fidelity Rollover IRA SP Amazon.com, | $1,001 - $15,0003 | −10.7% |
| July 2, 2025LATE | Sold some | BRK.BF S : New S O : Fidelity Rollover IRA SP Berkshire H | $1,001 - $15,0003 | +13.7% |
| July 2, 2025LATE | Sold some | JPMS O : Fidelity Rollover IRA SP JP Morgan Chase & Co. Common S | $1,001 - $15,0003 | +9.5% |
| July 2, 2025LATE | Sold | PGF S : New S O : Fidelity Rollover IRA SP Procter & G | $1,001 - $15,0003 | +26.9% |
| June 26, 2025LATE | Bought | BROF S : New S O : Fidelity Rollover IRA SP Brown & Bro | $1,001 - $15,0003 | −62.6% |
| June 26, 2025LATE | Sold | CCEPF S : New S O : Fidelity Rollover IRA SP Coca-Cola E | $1,001 - $15,0003 | +3.0% |
| June 26, 2025LATE | Sold | SREF S : New S O : Fidelity Rollover IRA SP DBA Sempra | $1,001 - $15,0003 | +16.8% |
| June 26, 2025LATE | Sold | ITF S : New S O : Fidelity Rollover IRA SP Gartner, In | $1,001 - $15,0003 | +74.9% |
| June 26, 2025LATE | Bought | KNXF S : New S O : Fidelity Rollover IRA SP Knight-Swif | $1,001 - $15,0003 | +21.5% |
| June 26, 2025LATE | Bought | LENF S : New S O : Fidelity Rollover IRA SP Lennar Corp | $1,001 - $15,0003 | −55.4% |
| June 26, 2025LATE | Bought | CRMF S : New S O : Fidelity Rollover IRA SP Salesforce, | $1,001 - $15,0003 | −37.2% |
| June 9, 2025LATE | Bought | MSFTF S : New S O : Fidelity Rollover IRA SP Microsoft C | $1,001 - $15,0003 | −14.6% |
| June 9, 2025LATE | Bought | NVDAF S : New S O : Fidelity Rollover IRA SP NVIDIA Corp | $1,001 - $15,0003 | +23.6% |
| June 6, 2025LATE | Bought | AMZNF S : New S O : Fidelity Rollover IRA SP Amazon.com, | $1,001 - $15,0003 | −11.8% |
| June 6, 2025LATE | Bought | AAPLF S : New S O : Fidelity Rollover IRA SP Apple Inc. | $1,001 - $15,0003 | +39.6% |
| June 6, 2025LATE | Bought | BACF S : New S O : Fidelity Rollover IRA SP Bank of Ame | $1,001 - $15,0003 | −14.9% |
| June 6, 2025LATE | Sold | BXF S : New S O : Fidelity Rollover IRA SP Blackstone | $1,001 - $15,0003 | +52.9% |
| June 6, 2025LATE | Bought | AVGOF S : New S O : Fidelity Rollover IRA SP Broadcom In | $1,001 - $15,0003 | +4.3% |
| June 6, 2025LATE | Bought Spouse | COFCapital One Financial Corporation Common Stock (COF) | $1,001 - $15,0003 | −27.0% |
| June 6, 2025LATE | Bought | CRWVF S : New S O : Fidelity Rollover IRA SP CoreWeave, | $1,001 - $15,0003 | −85.0% |
| June 6, 2025LATE | Bought | METAF S : New S O : Fidelity Rollover IRA SP Meta Platfo | $1,001 - $15,0003 | −23.2% |
| June 6, 2025LATE | Bought | MSFTF S : New S O : Fidelity Rollover IRA SP Microsoft C | $1,001 - $15,0003 | −14.1% |
| June 6, 2025LATE | Bought | NVDAF S : New S O : Fidelity Rollover IRA SP NVIDIA Corp | $1,001 - $15,0003 | +24.5% |
| June 6, 2025LATE | Bought | PGRF S : New S O : Fidelity Rollover IRA SP Progressive | $1,001 - $15,0003 | −52.3% |
| June 6, 2025LATE | Bought | RSGF S : New S O : Fidelity Rollover IRA SP Republic Se | $1,001 - $15,0003 | −38.0% |
| June 6, 2025LATE | Bought | BKF S : New S O : Fidelity Rollover IRA SP The Bank of | $1,001 - $15,0003 | – |
| June 6, 2025LATE | Bought | HIGF S : New S O : Fidelity Rollover IRA SP The Hartfor | $1,001 - $15,0003 | −26.1% |
| June 6, 2025LATE | Bought | TMOF S : New S O : Fidelity Rollover IRA SP Thermo Fish | $1,001 - $15,0003 | +44.5% |
| June 6, 2025LATE | Bought | TYLF S : New S O : Fidelity Rollover IRA SP Tyler Techn | $1,001 - $15,0003 | −65.7% |
| June 6, 2025LATE | Sold | VMCF S : New S O : Fidelity Rollover IRA SP Vulcan Mate | $1,001 - $15,0003 | +33.5% |
| June 6, 2025LATE | Bought | WFCF S : New S O : Fidelity Rollover IRA SP Wells Fargo | $1,001 - $15,0003 | −20.4% |
| May 21, 2025LATE | Sold some Spouse | BRK.BBerkshire Hathaway Inc. New Common Stock (BRK.B) | $1,001 - $15,0003 | +27.5% |
| May 21, 2025LATE | Bought | CMEF S : New S O : Fidelity Rollover IRA SP CME Group I | $1,001 - $15,0003 | −28.1% |
| May 21, 2025LATE | Sold | IRF S : New S O : Fidelity Rollover IRA SP Ingersoll R | $1,001 - $15,0003 | +36.5% |
| May 6, 2025LATE | Sold some | LLYF S : New S O : Fidelity Rollover IRA SP Eli Lilly a | $1,001 - $15,0003 | −23.4% |
| May 6, 2025LATE | Bought | TSMF S : New S O : Fidelity Rollover IRA SP Taiwan Semi | $1,001 - $15,0003 | +107.0% |
| May 6, 2025LATE | Sold some | UNHF S : New S O : Fidelity Rollover IRA SP UnitedHealt | $1,001 - $15,0003 | +35.0% |
| April 29, 2025LATE | Sold Spouse | ANETArista Networks, Inc. Common Stock (ANET) | $1,001 - $15,0003 | −80.0% |
| April 29, 2025LATE | Bought | COPCommon Stock (CMCSA) [ST] F S : New S O : Fidelity R | $1,001 - $15,0003 | +20.2% |
| April 29, 2025LATE | Sold | KLACF S : New S O : Fidelity Rollover IRA SP KLA Corpora | $1,001 - $15,0003 | −114.4% |
| April 29, 2025LATE | Bought | UNHF S : New S O : Fidelity Rollover IRA SP UnitedHealt | $1,001 - $15,0003 | −39.9% |
| April 15, 2025LATE | Sold some | GOOGLS O : Fidelity Rollover IRA D : Purchase less than $ | $1,001 - $15,0003 | −79.9% |
| April 15, 2025LATE | Bought | DOXF S : New S O : Fidelity Rollover IRA SP Amdocs Limi | $1,001 - $15,0003 | −72.5% |
| April 15, 2025LATE | Bought | BXF S : New S O : Fidelity Rollover IRA SP Blackstone | $1,001 - $15,0003 | −63.7% |
| April 15, 2025LATE | Sold some | JPMF S : New S O : Fidelity Rollover IRA SP JP Morgan C | $1,001 - $15,0003 | −0.4% |
| April 15, 2025LATE | Sold some Spouse | ORCLOracle Corporation Common Stock (ORCL) | $1,001 - $15,0003 | +43.2% |
| April 15, 2025LATE | Bought | NOWS O : Fidelity Rollover IRA SP ServiceNow, Inc. Common Stock | $1,001 - $15,0003 | −52.6% |
| April 15, 2025LATE | Bought | UNHF S : New S O : Fidelity Rollover IRA SP UnitedHealt | $1,001 - $15,0003 | −73.9% |
| April 2, 2025LATE | Sold some | GOOGLF S : New S O : Fidelity Rollover IRA SP Alphabet In | $1,001 - $15,0003 | −85.7% |
| April 2, 2025LATE | Bought | AMZNF S : New S O : Fidelity Rollover IRA SP Amazon.com, | $1,001 - $15,0003 | −9.2% |
| April 2, 2025LATE | Bought | KKRF S : New S O : Fidelity Rollover IRA SP KKR & Co. I | $1,001 - $15,0003 | −64.2% |
| April 2, 2025LATE | Sold some | MSF S : New S O : Fidelity Rollover IRA SP Morgan Stan | $1,001 - $15,0003 | −16.0% |
| March 13, 2025LATE | Sold some | JPMF S : New S O : Fidelity Rollover IRA SP JP Morgan C | $1,001 - $15,0003 | −9.0% |
| March 13, 2025LATE | Bought Spouse | MELIMercadoLibre, Inc. - Common Stock (MELI) | $1,001 - $15,0003 | −46.6% |
| March 13, 2025LATE | Bought | PANWF S : New S O : Fidelity Rollover IRA SP Palo Alto N | $1,001 - $15,0003 | +70.0% |
| March 13, 2025LATE | Bought Spouse | SPOTSpotify Technology S.A. Ordinary Shares (SPOT) | $1,001 - $15,0003 | −41.3% |
| March 3, 2025LATE | Bought | LPLAF S : New S O : Fidelity Rollover IRA SP LPL Financi | $1,001 - $15,0003 | −40.9% |
| March 3, 2025LATE | Sold | TMOF S : New S O : Fidelity Rollover IRA SP Thermo Fish | $1,001 - $15,0003 | −0.8% |
| February 20, 2025LATE | Bought | MRVLF S : New S O : Fidelity Rollover IRA SP Marvell Tec | $1,001 - $15,0003 | +95.5% |
| February 20, 2025LATE | Sold | QCOMS O : Fidelity Rollover IRA SP QUALCOMM Incorporated - Common | $1,001 - $15,0003 | +23.7% |
| February 20, 2025LATE | Sold | SIEGYF S : New S O : Fidelity Rollover IRA SP Siemens AG | $1,001 - $15,0003 | – |
| February 4, 2025LATE | Sold | INTUF S : New S O : Fidelity Rollover IRA SP Intuit Inc. | $1,001 - $15,0003 | +72.5% |
| February 4, 2025LATE | Sold some | LRCXF S : New S O : Fidelity Rollover IRA SP Lam Researc | $1,001 - $15,0003 | −219.0% |
| February 4, 2025LATE | Bought | NFLXF S : New S O : Fidelity Rollover IRA SP Netflix, In | $1,001 - $15,0003 | −55.3% |
| February 4, 2025LATE | Bought | SNAPF S : New S O : Fidelity Rollover IRA SP Snap Inc. C | $1,001 - $15,0003 | −73.2% |
| February 4, 2025LATE | Bought | TGTF S : New S O : Fidelity Rollover IRA SP Target Corp | $1,001 - $15,0003 | −12.7% |
| January 24, 2025LATE | Sold | AMES O : Fidelity Rollover IRA SP AMETEK, Inc. (AME) | $1,001 - $15,0003 | −5.1% |
| January 24, 2025LATE | Sold | ASMLF S : New S O : Fidelity Rollover IRA SP ASML Holdin | $1,001 - $15,0003 | −97.2% |
| January 24, 2025LATE | Bought | JPMF S : New S O : Fidelity Rollover IRA SP JP Morgan C | $1,001 - $15,0003 | −0.3% |
| January 24, 2025LATE | Bought | MSF S : New S O : Fidelity Rollover IRA SP Morgan Stan | $1,001 - $15,0003 | +5.2% |
| January 24, 2025LATE | Sold some Spouse | UNHUnitedHealth Group Incorporated Common Stock (UNH) | $1,001 - $15,0003 | +50.6% |
| January 14, 2025LATE | Bought | NVDAF S : New S O : Fidelity Rollover IRA SP NVIDIA Corp | $1,001 - $15,0003 | +32.3% |
| January 13, 2025LATE | Bought | GOOGLF S : New S O : Fidelity Rollover IRA SP Alphabet In | $1,001 - $15,0003 | +50.1% |
| January 13, 2025LATE | Bought | AMZNF S : New S O : Fidelity Rollover IRA SP Amazon.com, | $1,001 - $15,0003 | −18.3% |
| January 13, 2025LATE | Sold | ELVF S : New S O : Fidelity Rollover IRA SP Elevance He | $1,001 - $15,0003 | +24.7% |
| January 13, 2025LATE | Bought | MSFTF S : New S O : Fidelity Rollover IRA SP Microsoft C | $1,001 - $15,0003 | −3.4% |
| January 13, 2025LATE | Bought | NVDAF S : New S O : Fidelity Rollover IRA SP NVIDIA Corp | $1,001 - $15,0003 | +30.3% |
| December 27, 2024LATE | Bought | GOOGLS O : Fidelity Rollover IRA SP Alphabet Inc. - Class A Common | $1,001 - $15,0003 | +51.5% |
| December 27, 2024LATE | Bought | ASMLF S : New S O : Fidelity Rollover IRA SP ASML Holdin | $1,001 - $15,0003 | +100.3% |
| December 27, 2024LATE | Sold | HCAF S : New S O : Fidelity Rollover IRA SP HCA Healthc | $1,001 - $15,0003 | −25.2% |
| December 4, 2024LATE | Bought | ANETF S : New S O : Fidelity Rollover IRA SP Arista Netw | $1,001 - $15,0003 | +40.9% |
| November 18, 2024LATE | Bought | GSKS O : Fidelity Rollover IRA D : Purchase less than $ | $1,001 - $15,0003 | +14.3% |
| November 18, 2024LATE | Bought | NXPIF S : New S O : Fidelity Rollover IRA SP NXP Semicon | $1,001 - $15,0003 | −26.3% |
| November 18, 2024LATE | Sold | UBERF S : New S O : Fidelity Rollover IRA SP Uber Techno | $1,001 - $15,0003 | +28.6% |
| October 29, 2024LATE | Bought | GOOGLF S : New S O : Fidelity Rollover IRA SP Alphabet In | $1,001 - $15,0003 | +73.1% |
| October 29, 2024LATE | Bought | GOOGF S : New S O : Fidelity Rollover IRA SP Alphabet In | $1,001 - $15,0003 | – |
| October 29, 2024LATE | Bought | AMZNF S : New S O : Fidelity Rollover IRA SP Amazon.com, | $1,001 - $15,0003 | −1.7% |
| October 29, 2024LATE | Bought | AMEF S : New S O : Fidelity Rollover IRA SP AMETEK, Inc | $1,001 - $15,0003 | +15.5% |
| October 29, 2024LATE | Bought | APHF S : New S O : Fidelity Rollover IRA SP Amphenol Co | $1,001 - $15,0003 | +97.7% |
| October 29, 2024LATE | Bought | APOF S : New S O : Fidelity Rollover IRA SP Apollo Glob | $1,001 - $15,0003 | −56.8% |
| October 29, 2024LATE | Bought | AAPLF S : New S O : Fidelity Rollover IRA SP Apple Inc. | $1,001 - $15,0003 | +14.3% |
| October 29, 2024LATE | Bought | ARESF S : New S O : Fidelity Rollover IRA SP Ares Manage | $1,001 - $15,0003 | −66.8% |
| October 29, 2024LATE | Bought | ANETF S : New S O : Fidelity Rollover IRA SP Arista Netw | $1,001 - $15,0003 | +43.6% |
| October 29, 2024LATE | Bought | AJGF S : New S O : Fidelity Rollover IRA SP Arthur J. G | $1,001 - $15,0003 | −43.3% |
| October 29, 2024LATE | Bought | AZNF S : New S O : Fidelity Rollover IRA SP AstraZeneca | $1,001 - $15,0003 | −22.7% |
| October 29, 2024LATE | Bought | AZOF S : New S O : Fidelity Rollover IRA SP AutoZone, I | $1,001 - $15,0003 | −30.7% |
| October 29, 2024LATE | Bought | BACF S : New S O : Fidelity Rollover IRA SP Bank of Ame | $1,001 - $15,0003 | −12.2% |
| October 29, 2024LATE | Bought | BRK.BF S : New S O : Fidelity Rollover IRA SP Berkshire H | $1,001 - $15,0003 | −15.6% |
| October 29, 2024LATE | Bought | BLKF S : New S O : Fidelity Rollover IRA SP BlackRock, | $1,001 - $15,0003 | −17.3% |
| October 29, 2024LATE | Bought | BAF S : New S O : Fidelity Rollover IRA SP Boeing Comp | $1,001 - $15,0003 | −8.3% |
| October 29, 2024LATE | Bought | BKNGF S : New S O : Fidelity Rollover IRA SP Booking Hol | $1,001 - $15,0003 | −40.4% |
| October 29, 2024LATE | Bought Spouse | BSXBoston Scientific Corporation Common Stock (BSX) | $1,001 - $15,0003 | −80.2% |
| October 29, 2024LATE | Bought | BMYF S : New S O : Fidelity Rollover IRA SP Bristol-Mye | $1,001 - $15,0003 | −18.9% |
| October 29, 2024LATE | Bought | AVGOF S : New S O : Fidelity Rollover IRA SP Broadcom In | $1,001 - $15,0003 | +50.8% |
| October 29, 2024LATE | Bought | CDNSF S : New S O : Fidelity Rollover IRA SP Cadence Des | $1,001 - $15,0003 | −20.3% |
| October 29, 2024LATE | Bought | CNQF S : New S O : Fidelity Rollover IRA SP Canadian Na | $1,001 - $15,0003 | +23.7% |
| October 29, 2024LATE | Bought | CGEMYF S : New S O : Fidelity Rollover IRA SP Cap Gemini | $1,001 - $15,0003 | – |
| October 29, 2024LATE | Bought | CNCF S : New S O : Fidelity Rollover IRA SP Centene Cor | $1,001 - $15,0003 | −18.6% |
| October 29, 2024LATE | Bought | CFF S : New S O : Fidelity Rollover IRA SP CF Industri | $1,001 - $15,0003 | +15.9% |
| October 29, 2024LATE | Bought | CTASF S : New S O : Fidelity Rollover IRA SP Cintas Corp | $1,001 - $15,0003 | −30.5% |
| October 29, 2024LATE | Bought | CSCOF S : New S O : Fidelity Rollover IRA SP Cisco Syste | $1,001 - $15,0003 | +60.2% |
| October 29, 2024LATE | Bought | KOF S : New S O : Fidelity Rollover IRA SP Coca-Cola C | $1,001 - $15,0003 | +7.7% |
| October 29, 2024LATE | Bought | CCEPF S : New S O : Fidelity Rollover IRA SP Coca-Cola E | $1,001 - $15,0003 | +14.7% |
| October 29, 2024LATE | Bought | CNSWFF S : New S O : Fidelity Rollover IRA SP CONSTELLATI | $1,001 - $15,0003 | −61.3% |
| October 29, 2024LATE | Bought | CPRTF S : New S O : Fidelity Rollover IRA SP Copart, Inc | $1,001 - $15,0003 | −79.3% |
| October 29, 2024LATE | Bought | COSTF S : New S O : Fidelity Rollover IRA SP Costco Whol | $1,001 - $15,0003 | −21.1% |
| October 29, 2024LATE | Bought | CCIF S : New S O : Fidelity Rollover IRA SP Crown Castl | $1,001 - $15,0003 | −55.5% |
| October 29, 2024LATE | Bought | CCKF S : New S O : Fidelity Rollover IRA SP Crown Holdi | $1,001 - $15,0003 | −12.2% |
| October 29, 2024LATE | Bought | CVSF S : New S O : Fidelity Rollover IRA SP CVS Health | $1,001 - $15,0003 | +31.5% |
| October 29, 2024LATE | Bought | DHRF S : New S O : Fidelity Rollover IRA SP Danaher Cor | $1,001 - $15,0003 | −38.3% |
| October 29, 2024LATE | Bought | SREF S : New S O : Fidelity Rollover IRA SP DBA Sempra | $1,001 - $15,0003 | −34.6% |
| October 29, 2024LATE | Bought | DEF S : New S O : Fidelity Rollover IRA SP Deere & Com | $1,001 - $15,0003 | +25.4% |
| October 29, 2024LATE | Bought | DEOF S : New S O : Fidelity Rollover IRA SP Diageo plc | $1,001 - $15,0003 | −59.6% |
| October 29, 2024LATE | Bought | ETNF S : New S O : Fidelity Rollover IRA SP Eaton Corpo | $1,001 - $15,0003 | −19.4% |
| October 29, 2024LATE | Bought | EIXF S : New S O : Fidelity Rollover IRA SP Edison Inte | $1,001 - $15,0003 | −65.4% |
| October 29, 2024LATE | Bought | ELVF S : New S O : Fidelity Rollover IRA SP Elevance He | $1,001 - $15,0003 | −28.4% |
| October 29, 2024LATE | Bought | LLYF S : New S O : Fidelity Rollover IRA SP Eli Lilly a | $1,001 - $15,0003 | +5.9% |
| October 29, 2024LATE | Bought | XOMF S : New S O : Fidelity Rollover IRA SP Exxon Mobil | $1,001 - $15,0003 | +16.3% |
| October 29, 2024LATE | Bought | FDXF S : New S O : Fidelity Rollover IRA SP FedEx Corpo | $1,001 - $15,0003 | −0.2% |
| October 29, 2024LATE | Bought | ITF S : New S O : Fidelity Rollover IRA SP Gartner, In | $1,001 - $15,0003 | −92.7% |
| October 29, 2024LATE | Bought | GEF S : New S O : Fidelity Rollover IRA SP GE Aerospac | $1,001 - $15,0003 | +46.6% |
| October 29, 2024LATE | Bought | GEVF S : New S O : Fidelity Rollover IRA SP GE Vernova | $1,001 - $15,0003 | +177.4% |
| October 29, 2024LATE | Bought | GENS O : Fidelity Rollover IRA SP Gen Digital Inc. - Common Stoc | $1,001 - $15,0003 | −41.1% |
| October 29, 2024LATE | Bought | GILDF S : New S O : Fidelity Rollover IRA SP Gilead Scie | $1,001 - $15,0003 | +46.0% |
| October 29, 2024LATE | Bought | HRBF S : New S O : Fidelity Rollover IRA SP H&R Block, | $1,001 - $15,0003 | −52.3% |
| October 29, 2024LATE | Bought | HLNF S : New S O : Fidelity Rollover IRA SP Haleon plc | $1,001 - $15,0003 | −32.3% |
| October 29, 2024LATE | Bought | HCAF S : New S O : Fidelity Rollover IRA SP HCA Healthc | $1,001 - $15,0003 | −2.8% |
| October 29, 2024LATE | Bought | HEI.AF S : New S O : Fidelity Rollover IRA SP Heico Corpo | $1,001 - $15,0003 | – |
| October 29, 2024LATE | Bought | HLTS O : Fidelity Rollover IRA SP Hilton Worldwide Holdings Inc. | $1,001 - $15,0003 | +10.8% |
| October 29, 2024LATE | Bought | IMOF S : New S O : Fidelity Rollover IRA SP Imperial Oi | $1,001 - $15,0003 | +42.6% |
| October 29, 2024LATE | Bought | IRF S : New S O : Fidelity Rollover IRA SP Ingersoll R | $1,001 - $15,0003 | −52.6% |
| October 29, 2024LATE | Bought | INTUF S : New S O : Fidelity Rollover IRA SP Intuit Inc. | $1,001 - $15,0003 | −79.7% |
| October 29, 2024LATE | Bought | JNJF S : New S O : Fidelity Rollover IRA SP Johnson & J | $1,001 - $15,0003 | +25.5% |
| October 29, 2024LATE | Bought | JCIF S : New S O : Fidelity Rollover IRA SP Johnson Con | $1,001 - $15,0003 | +58.9% |
| October 29, 2024LATE | Bought | JPMF S : New S O : Fidelity Rollover IRA SP JP Morgan C | $1,001 - $15,0003 | +17.9% |
| October 29, 2024LATE | Bought | KVUEF S : New S O : Fidelity Rollover IRA SP Kenvue Inc. | $1,001 - $15,0003 | −50.7% |
| October 29, 2024LATE | Bought | KDPF S : New S O : Fidelity Rollover IRA SP Keurig Dr P | $1,001 - $15,0003 | −28.7% |
| October 29, 2024LATE | Bought | KKRF S : New S O : Fidelity Rollover IRA SP KKR & Co. I | $1,001 - $15,0003 | −69.8% |
| October 29, 2024LATE | Bought | KLACF S : New S O : Fidelity Rollover IRA SP KLA Corpora | $1,001 - $15,0003 | +117.9% |
| October 29, 2024LATE | Bought | LRCXF S : New S O : Fidelity Rollover IRA SP Lam Researc | $1,001 - $15,0003 | +221.6% |
| October 29, 2024LATE | Bought | LINF S : New S O : Fidelity Rollover IRA SP Linde plc - | $1,001 - $15,0003 | −28.8% |
| October 29, 2024LATE | Bought Spouse | LMTLockheed Martin Corporation Common Stock (LMT) | $1,001 - $15,0003 | −35.3% |
| October 29, 2024LATE | Bought | LOWF S : New S O : Fidelity Rollover IRA SP Lowe's Comp | $1,001 - $15,0003 | −58.2% |
| October 29, 2024LATE | Bought | MTBF S : New S O : Fidelity Rollover IRA SP M&T Bank Co | $1,001 - $15,0003 | −20.9% |
| October 29, 2024LATE | Bought | MARF S : New S O : Fidelity Rollover IRA SP Marriott In | $1,001 - $15,0003 | +13.5% |
| October 29, 2024LATE | Bought | MMCF S : New S O : Fidelity Rollover IRA SP Marsh & McL | $1,001 - $15,0003 | – |
| October 29, 2024LATE | Bought | MLMF S : New S O : Fidelity Rollover IRA SP Martin Mari | $1,001 - $15,0003 | −48.5% |
| October 29, 2024LATE | Bought | MAF S : New S O : Fidelity Rollover IRA SP Mastercard | $1,001 - $15,0003 | −10.9% |
| October 29, 2024LATE | Bought | MRKF S : New S O : Fidelity Rollover IRA SP Merck & Com | $1,001 - $15,0003 | +7.3% |
| October 29, 2024LATE | Bought | METAF S : New S O : Fidelity Rollover IRA SP Meta Platfo | $1,001 - $15,0003 | −8.5% |
| October 29, 2024LATE | Bought | MUF S : New S O : Fidelity Rollover IRA SP Micron Tech | $1,001 - $15,0003 | +728.2% |
| October 29, 2024LATE | Bought | MSFTF S : New S O : Fidelity Rollover IRA SP Microsoft C | $15,001 - $50,0003 | −7.8% |
| October 29, 2024LATE | Bought Spouse | MCOMoody's Corporation Common Stock (MCO) | $1,001 - $15,0003 | −27.6% |
| October 29, 2024LATE | Bought | MSIF S : New S O : Fidelity Rollover IRA SP Motorola So | $1,001 - $15,0003 | −33.1% |
| October 29, 2024LATE | Bought | NGGF S : New S O : Fidelity Rollover IRA SP National Gr | $1,001 - $15,0003 | −11.2% |
| October 29, 2024LATE | Bought | NFLXF S : New S O : Fidelity Rollover IRA SP Netflix, In | $1,001 - $15,0003 | −37.1% |
| October 29, 2024LATE | Bought | NOCF S : New S O : Fidelity Rollover IRA SP Northrop Gr | $1,001 - $15,0003 | −33.5% |
| October 29, 2024LATE | Bought Spouse | NVONovo Nordisk A/S Common Stock (NVO) | $1,001 - $15,0003 | −97.6% |
| October 29, 2024LATE | Bought | NTRF S : New S O : Fidelity Rollover IRA SP Nutrien Ltd | $1,001 - $15,0003 | +13.3% |
| October 29, 2024LATE | Bought | NVDAF S : New S O : Fidelity Rollover IRA SP NVIDIA Corp | $15,001 - $50,0003 | +21.1% |
| October 29, 2024LATE | Bought | ORCLF S : New S O : Fidelity Rollover IRA SP Oracle Corp | $1,001 - $15,0003 | −55.1% |
| October 29, 2024LATE | Bought | ORLYF S : New S O : Fidelity Rollover IRA SP O'Reilly Au | $1,001 - $15,0003 | −19.8% |
| October 29, 2024LATE | Bought | PCGF S : New S O : Fidelity Rollover IRA SP Pacific Gas | $1,001 - $15,0003 | −68.2% |
| October 29, 2024LATE | Bought | PNRF S : New S O : Fidelity Rollover IRA SP Pentair plc | $1,001 - $15,0003 | −78.7% |
| October 29, 2024LATE | Bought | PNCF S : New S O : Fidelity Rollover IRA SP PNC Financi | $1,001 - $15,0003 | −18.2% |
| October 29, 2024LATE | Bought | PGF S : New S O : Fidelity Rollover IRA SP Procter & G | $1,001 - $15,0003 | −38.7% |
| October 29, 2024LATE | Bought | QCOMF S : New S O : Fidelity Rollover IRA SP QUALCOMM In | $1,001 - $15,0003 | −31.3% |
| October 29, 2024LATE | Bought | PWRF S : New S O : Fidelity Rollover IRA SP Quanta Serv | $1,001 - $15,0003 | +72.2% |
| October 29, 2024LATE | Bought | RRXF S : New S O : Fidelity Rollover IRA SP Regal Rexno | $1,001 - $15,0003 | −40.5% |
| October 29, 2024LATE | Bought | ROSTF S : New S O : Fidelity Rollover IRA SP Ross Stores | $1,001 - $15,0003 | +36.3% |
| October 29, 2024LATE | Bought | SPGIF S : New S O : Fidelity Rollover IRA SP S&P Global | $1,001 - $15,0003 | −40.4% |
| October 29, 2024LATE | Bought | SAPF S : New S O : Fidelity Rollover IRA SP SAP SE ADS | $1,001 - $15,0003 | −39.8% |
| October 29, 2024LATE | Bought | SHELF S : New S O : Fidelity Rollover IRA SP Shell PLC A | $1,001 - $15,0003 | +26.0% |
| October 29, 2024LATE | Bought | SHWF S : New S O : Fidelity Rollover IRA SP Sherwin-Wil | $1,001 - $15,0003 | −39.5% |
| October 29, 2024LATE | Bought | SIEGYF S : New S O : Fidelity Rollover IRA SP Siemens AG | $1,001 - $15,0003 | – |
| October 29, 2024LATE | Bought | SOF S : New S O : Fidelity Rollover IRA SP Southern Co | $1,001 - $15,0003 | −33.4% |
| October 29, 2024LATE | Bought | SNPSF S : New S O : Fidelity Rollover IRA SP Synopsys, I | $1,001 - $15,0003 | −44.2% |
| October 29, 2024LATE | Bought | TSMF S : New S O : Fidelity Rollover IRA SP Taiwan Semi | $1,001 - $15,0003 | +81.7% |
| October 29, 2024LATE | Bought | CIF S : New S O : Fidelity Rollover IRA SP The Cigna G | $1,001 - $15,0003 | −34.6% |
| October 29, 2024LATE | Bought | TRVF S : New S O : Fidelity Rollover IRA SP The Travele | $1,001 - $15,0003 | +21.7% |
| October 29, 2024LATE | Bought Spouse | TMOThermo Fisher Scientific Inc Common Stock (TMO) | $1,001 - $15,0003 | −5.5% |
| October 29, 2024LATE | Bought | TTF S : New S O : Fidelity Rollover IRA SP Trane Techn | $1,001 - $15,0003 | −15.6% |
| October 29, 2024LATE | Bought | TDGF S : New S O : Fidelity Rollover IRA SP Transdigm G | $1,001 - $15,0003 | −47.8% |
| October 29, 2024LATE | Bought | TSNF S : New S O : Fidelity Rollover IRA SP Tyson Foods | $1,001 - $15,0003 | −40.1% |
| October 29, 2024LATE | Bought | USBF S : New S O : Fidelity Rollover IRA SP U.S. Bancor | $1,001 - $15,0003 | −13.6% |
| October 29, 2024LATE | Bought Spouse | UBERUber Technologies, Inc. Common Stock (UBER) | $1,001 - $15,0003 | −42.9% |
| October 29, 2024LATE | Bought | URIF S : New S O : Fidelity Rollover IRA SP United Rent | $1,001 - $15,0003 | −3.7% |
| October 29, 2024LATE | Bought | UNHF S : New S O : Fidelity Rollover IRA SP UnitedHealt | $1,001 - $15,0003 | −60.3% |
| October 29, 2024LATE | Bought | USFDF S : New S O : Fidelity Rollover IRA SP US Foods Ho | $1,001 - $15,0003 | +30.6% |
| October 29, 2024LATE | Bought | VRSKF S : New S O : Fidelity Rollover IRA SP Verisk Anal | $1,001 - $15,0003 | −61.6% |
| October 29, 2024LATE | Bought | VRTF S : New S O : Fidelity Rollover IRA SP Vertiv Hold | $1,001 - $15,0003 | +54.4% |
| October 29, 2024LATE | Bought | VF S : New S O : Fidelity Rollover IRA SP Visa Inc. ( | $1,001 - $15,0003 | +9.2% |
| October 29, 2024LATE | Bought | VMCF S : New S O : Fidelity Rollover IRA SP Vulcan Mate | $1,001 - $15,0003 | −35.4% |
| October 29, 2024LATE | Bought | DISF S : New S O : Fidelity Rollover IRA D : P | $1,001 - $15,0003 | −17.6% |
| October 29, 2024LATE | Bought Spouse | WCNWaste Connections, Inc. Common Shares (WCN) | $1,001 - $15,0003 | −40.9% |
| October 29, 2024LATE | Bought | WSOF S : New S O : Fidelity Rollover IRA SP Watsco, Inc | $1,001 - $15,0003 | −69.4% |
| October 29, 2024LATE | Bought | WFCF S : New S O : Fidelity Rollover IRA SP Wells Fargo | $1,001 - $15,0003 | −5.9% |
| October 29, 2024LATE | Bought | WABF S : New S O : Fidelity Rollover IRA SP Westinghous | $1,001 - $15,0003 | +18.7% |
| October 29, 2024LATE | Bought | WTWF S : New S O : Fidelity Rollover IRA SP Willis Towe | $1,001 - $15,0003 | −26.4% |
Sources
Each trade links to the report it was filed on.
- 1Valerie Hoyle: periodic transaction report filed May 15, 2026https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20034581.pdfH20034581
- 2Valerie Hoyle: periodic transaction report filed October 10, 2025https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20032211.pdfH20032211
- 3Valerie Hoyle: periodic transaction report filed September 12, 2025https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20032070.pdfH20032070