Our reconstruction from the PDF filings — can be wrong. Always check the source PDF. Not advice.
Everything here is built by machine-reading the member's Periodic Transaction Reports on
disclosures-clerk.house.gov
and running our own code over them. The PDFs are often hand-filled or scanned and our parser can
misread a ticker, date, amount or buy/sell; the reported dollar figures are wide bands, not exact
sizes; there is up to a 45-day disclosure lag; positions opened before our price history, or sales
filed late or never, skew the portfolio math; and the calculations themselves may have bugs.
Treat the numbers as a rough guide and
tell us
if something looks off.
Dean Phillips
Following their disclosures vs. same money in SPY: -41.5 pts
Cumulative return you could actually have earned by copying them (blue) vs. the same dollars on the same days in SPY (amber). Every position is opened at the close of the session after the filing became public — not on the day they traded, which nobody could have known at the time. Each position is sized from the middle of its disclosed range — filings give a band, not a number. Returns are time-weighted, so money paid in is stripped out and only performance is left. Each vertical line is a notable disclosed buy / sell, tagged with the company logo (their biggest, earliest and most recent trades). A dotted line / ° is an options trade: we buy that many dollars of the underlying stock, since the filing gives no strike or expiry — which understates the real leverage rather than overstating it.
Trades
| Ticker | Amount | Traded | Disclosed | ||
|---|---|---|---|---|---|
| SELL | /Hennepin, MN, US Descriptio n: Developer of OL | $1K–$15K | 2024-07-02 | 2024-08-01 | PDF → |
| SELL | Outsell, Inc. OL | $1.0M–$5M | 2024-06-27 | 2024-08-01 | PDF → |
| BUY | Arcadia Medal Investors, LP HN | $500K–$1M | 2024-05-21 | 2024-06-20 | PDF → |
| BUY |  AB ABT
|
$1K–$15K | 2021-01-05 | 2022-08-13 LATE | PDF → |
| SELL | Capital One Financial Co Var Rt 12/01/2165 d corporate bond | $15K–$50K | 2021-09-01 | 2021-09-23 | PDF → |
| SELL |  AL ALXN
|
$1K–$15K | 2021-07-21 | 2021-08-13 | PDF → |
| EXCHANGE |  AZ AZN
|
$1K–$15K | 2021-07-21 | 2021-08-13 | PDF → |
| SELL | FIlINg STATuS: New DESCRIPTION: Received sha gS | $15K–$50K | 2021-07-01 | 2021-08-13 | PDF → |
| SELL | Metlife, Inc Var Rt 12/15/2165 dtd 06/01/201 corporate bond | $50K–$100K | 2021-06-15 | 2021-07-14 | PDF → |
| SELL | Digital Realty Trust Inc PFD corporate bond | $1K–$15K | 2021-05-17 | 2021-06-08 | PDF → |
| SELL | FIlINg STATuS: New DESCRIPT ION: Preferred s gS | $15K–$50K | 2021-05-03 | 2021-06-08 | PDF → |
| SELL | Morgan Stanley Rt 07/15/2165 dtd 03/19/2015 corporate bond | $250K–$500K | 2021-04-15 | 2021-05-12 | PDF → |
| SELL |  VA VAR
|
$1K–$15K | 2021-04-15 | 2021-05-12 | PDF → |
| SELL | FIlIN g STATuS: New DESCRIPTION: Preferred s corporate bond | $15K–$50K | 2021-04-15 | 2021-05-12 | PDF → |
| SELL | FIlINg STATuS: New State Street Corp Var Rt corporate bond | $1K–$15K | 2021-03-15 | 2021-04-07 | PDF → |
| SELL | FIlINg STATuS: New DESCRIPTION: Preferred se corporate bond | $250K–$500K | 2021-03-15 | 2021-04-07 | PDF → |
| SELL | Raleigh NC Comb Enterprise Sys Rev 5% Mar 01 gS | $15K–$50K | 2021-03-01 | 2021-04-07 | PDF → |
| BUY | FIlIN g STATuS: New DESCRIPTION: Preferred s corporate bond | $1K–$15K | 2021-02-19 | 2021-03-09 | PDF → |
| SELL | FIlIN g STATuS: New DESCRIPTION: Preferred s corporate bond | $1K–$15K | 2021-02-19 | 2021-03-09 | PDF → |
| SELL | FIlIN g STATuS: New DESCRIPTION: Preferred s corporate bond | $1K–$15K | 2021-02-16 | 2021-03-09 | PDF → |
| BUY | Citigroup Inc. Var Rt Perp Mat dtd 02/18/202 corporate bond | $1K–$15K | 2021-02-10 | 2021-03-09 | PDF → |
| SELL | FIlINg STATuS: New DESCRIPTION: Preferred se corporate bond | $250K–$500K | 2021-02-05 | 2021-03-09 | PDF → |
| SELL | FIlINg STATuS: New uS Bancorp VAR RT Perp Ma corporate bond | $1K–$15K | 2021-01-26 | 2021-02-13 | PDF → |
| BUY | FIl INg STATuS: New SuBHOlDINg OF: - Trust 1 corporate bond | $1K–$15K | 2021-01-26 | 2021-02-13 | PDF → |
| SELL |  HO HON
|
$1K–$15K | 2021-01-25 | 2021-02-13 | PDF → |
| SELL |  PC PCAR
|
$1K–$15K | 2021-01-21 | 2021-02-13 | PDF → |
| SELL | FIlINg S TATuS: New SuBHOlDINg OF: - Trust 1 corporate bond | $1K–$15K | 2021-01-19 | 2021-02-13 | PDF → |
| BUY | FIlINg STATuS: New DESCRIPTION: Preferred se corporate bond | $15K–$50K | 2021-01-19 | 2021-02-13 | PDF → |
| SELL |  BK BKNG
|
$1K–$15K | 2021-01-12 | 2021-02-13 | PDF → |
| SELL |  AC ACN
|
$1K–$15K | 2021-01-12 | 2021-02-13 | PDF → |
Estimated current holdings
Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Oct 29, 2026) — our best estimate of what Phillips still holds (options and bonds aren't counted). A recent tag means they've traded that name in the last 18 months, so it's more likely still current; the rest could have been sold in a filing we haven't matched.
| Ticker | Est. value | Weight | Return on lots held | 1st buy | Last trade | |
|---|---|---|---|---|---|---|
 MU MU |
$263K | 16.8% | +1596.8% | Nov 2020 | Nov 2020 | |
 TS TSLA |
$112K | 7.1% | +49.6% | Jan 2021 | Jan 2021 | |
 ST STX |
$77K | 4.9% | +1889.6% | Feb 2019 | Jan 2019 | |
 AI AIG |
$73K | 4.6% | +132.0% | Feb 2019 | May 2020 | |
 PG PGR |
$64K | 4.1% | +232.9% | Jun 2020 | Jun 2020 | |
 AN ANET |
$56K | 3.6% | +1353.5% | Sep 2020 | Aug 2020 | |
 ET ETN |
$44K | 2.8% | +469.0% | Feb 2019 | Mar 2020 | |
 ME META |
$43K | 2.7% | +174.8% | Feb 2019 | Sep 2020 | |
 EM EMR |
$41K | 2.6% | +251.1% | Apr 2020 | May 2020 | |
 MC MCK |
$29K | 1.8% | +644.0% | Feb 2019 | Jan 2019 | |
 AM AMD |
$27K | 1.7% | +586.2% | Oct 2020 | Sep 2020 | |
 L L |
$25K | 1.6% | +217.1% | Jun 2020 | Sep 2020 | |
 NT NTAP |
$22K | 1.4% | +469.5% | Sep 2020 | Aug 2020 | |
 MA MAS |
$20K | 1.3% | +76.2% | Feb 2019 | Dec 2020 | |
 JC JCI |
$20K | 1.3% | +426.5% | Feb 2019 | Jan 2019 | |
 KH KHC |
$20K | 1.3% | -26.2% | Feb 2019 | Jan 2019 | |
 DL DLTR |
$19K | 1.2% | +25.8% | Feb 2019 | Dec 2020 | |
 CA CAT |
$19K | 1.2% | +388.4% | Feb 2019 | Sep 2020 | |
 AB ABBV |
$19K | 1.2% | +386.7% | Feb 2019 | Jan 2019 | |
 IR IRM |
$17K | 1.1% | +339.4% | Feb 2021 | Jan 2021 | |
 CN CNP |
$17K | 1.1% | +115.7% | Feb 2019 | May 2020 | |
 IN INTC |
$16K | 1.0% | +109.8% | Feb 2019 | Dec 2020 | |
 GO GOOGL |
$16K | 1.0% | +319.0% | Oct 2020 | Sep 2020 | |
 GO GOOG |
$16K | 1.0% | +313.9% | Oct 2020 | Sep 2020 | |
 WF WFC |
$14K | 0.9% | +273.3% | Mar 2020 | Sep 2020 | |
 EB EBAY |
$14K | 0.9% | +261.2% | Feb 2019 | Jan 2019 | |
 SP SPG |
$13K | 0.8% | +242.6% | Jan 2021 | Dec 2020 | |
 LI LIN |
$13K | 0.8% | +238.4% | Feb 2019 | Jan 2019 | |
 PM PM |
$13K | 0.8% | +235.8% | Oct 2020 | Sep 2020 | |
 BL BLK |
$13K | 0.8% | +223.6% | Feb 2019 | Jan 2019 | |
 TF TFC |
$12K | 0.8% | +60.1% | Jun 2020 | Jul 2020 | |
 MM MMM |
$12K | 0.8% | +55.7% | Jun 2020 | Sep 2020 | |
 CM CMCSA |
$12K | 0.8% | -38.1% | Apr 2020 | Dec 2020 | |
 AC ACGL |
$12K | 0.8% | +208.8% | Feb 2021 | Jan 2021 | |
 MS MSI |
$12K | 0.8% | +208.2% | Oct 2020 | Sep 2020 | |
| AB ABT |
$11K | 0.7% | -2.7% | Oct 2020 | Jan 2021 | |
 AA AAPL |
$11K | 0.7% | +185.2% | Oct 2020 | Sep 2020 | |
 SY SYF |
$11K | 0.7% | +184.5% | Feb 2019 | Jan 2019 | |
 CS CSCO |
$11K | 0.7% | +183.6% | Jan 2021 | Dec 2020 | |
 JP JPM |
$11K | 0.7% | +181.8% | Jan 2021 | Dec 2020 | |
 CM CMA |
$11K | 0.7% | +177.3% | Jun 2020 | May 2020 | |
 FL FLS |
$11K | 0.7% | +175.2% | Jun 2020 | May 2020 | |
 PP PPG |
$11K | 0.7% | +35.5% | Feb 2019 | Mar 2020 | |
 IB IBM |
$10K | 0.6% | +161.3% | Feb 2019 | Jan 2019 | |
 SC SCHW |
$10K | 0.6% | +149.7% | Oct 2020 | Sep 2020 | |
 C C |
$10K | 0.6% | +148.6% | Feb 2019 | Jan 2019 | |
 NT NTRS |
$10K | 0.6% | +148.0% | Apr 2020 | Mar 2020 | |
 PN PNC |
$9K | 0.6% | +138.8% | Feb 2019 | Jan 2019 | |
 IT ITW |
$9K | 0.6% | +130.7% | Feb 2019 | Jan 2019 | |
 VR VRTX |
$9K | 0.6% | +125.7% | Jan 2021 | Dec 2020 | |
 CM CME |
$8K | 0.5% | +119.2% | Oct 2020 | Sep 2020 | |
 BA BAC |
$8K | 0.5% | +109.1% | Feb 2019 | Jan 2019 | |
 AT ATO |
$8K | 0.5% | +103.8% | Oct 2020 | Sep 2020 | |
 BE BEN |
$8K | 0.5% | +90.8% | Feb 2019 | May 2020 | |
 HD HD |
$8K | 0.5% | +98.9% | Feb 2019 | Jan 2019 | |
 DX DXC |
$7K | 0.4% | -10.6% | Jun 2020 | Aug 2020 | |
 PR PRU |
$7K | 0.4% | +78.7% | Feb 2019 | Jan 2019 | |
 EA EA |
$6K | 0.4% | +64.8% | Oct 2020 | Sep 2020 | |
 AM AMZN |
$6K | 0.4% | +47.9% | Oct 2020 | Sep 2020 | |
 IN INTU |
$6K | 0.4% | +47.6% | Feb 2019 | Jan 2019 | |
 NO NOW |
$6K | 0.4% | +47.4% | Oct 2020 | Sep 2020 | |
 VR VRSN |
$6K | 0.4% | +46.0% | Oct 2020 | Sep 2020 | |
 PE PEP |
$6K | 0.4% | +45.8% | Feb 2019 | Jan 2019 | |
 LY LYB |
$6K | 0.4% | +45.2% | Jun 2020 | May 2020 | |
 FM FMS |
$6K | 0.4% | -28.0% | Feb 2021 | Jan 2021 | |
 IN INFO |
$5K | 0.3% | +41.2% | Oct 2024 | Sep 2020 | |
 PH PHG |
$5K | 0.3% | -30.0% | Apr 2020 | Jun 2020 | |
 TA TAP |
$5K | 0.3% | +33.2% | Sep 2020 | Aug 2020 | |
 FT FTV |
$5K | 0.3% | +30.3% | Feb 2019 | Jan 2019 | |
 TM TMUS |
$5K | 0.3% | +29.7% | Oct 2020 | Sep 2020 | |
 M M |
$5K | 0.3% | +28.1% | Feb 2019 | Jan 2019 | |
 UL UL |
$5K | 0.3% | +25.5% | Jun 2020 | May 2020 | |
 AA AAL |
$5K | 0.3% | -19.6% | Feb 2019 | Jan 2021 | |
 MD MDLZ |
$5K | 0.3% | +22.3% | Oct 2020 | Sep 2020 | |
 OT OTIS |
$5K | 0.3% | +22.0% | Oct 2020 | Sep 2020 | |
 BD BDX |
$4K | 0.3% | +15.6% | Feb 2019 | Jan 2019 | |
 DH DHR |
$4K | 0.3% | +145.7% | Feb 2019 | Aug 2020 | |
 NF NFLX |
$4K | 0.3% | +14.8% | Oct 2020 | Sep 2020 | |
 IP IP |
$4K | 0.3% | +9.1% | Feb 2019 | Jan 2019 | |
 RO ROP |
$4K | 0.3% | +8.3% | Oct 2020 | Sep 2020 | |
| PC PCAR |
$4K | 0.2% | +192.2% | Feb 2019 | Jan 2021 | |
 WY WY |
$4K | 0.2% | +0.1% | Feb 2019 | Jan 2019 | |
 ES ES |
$4K | 0.2% | -0.1% | Feb 2021 | Jan 2021 | |
 CT CTSH |
$4K | 0.2% | -1.9% | Oct 2020 | Sep 2020 | |
 BF BF.B |
$3K | 0.2% | -33.7% | Feb 2019 | Jan 2019 | |
 MO MOS |
$3K | 0.2% | -34.4% | Feb 2019 | Jan 2019 | |
 AL ALGN |
$2K | 0.1% | -39.8% | Feb 2019 | Jan 2019 | |
 RE REGN |
$2K | 0.1% | +95.2% | Feb 2019 | May 2020 | |
 EL EL |
$2K | 0.1% | -47.6% | Oct 2020 | Sep 2020 |
Filings 40 on file · every disclosure Phillips has made
| # | Type | Filed | Trades in it | Filing |
|---|---|---|---|---|
| 1 | Annual | 2024-08-13 807d ago | — | PDF → |
| 2 | PTR | 2024-08-01 819d ago | 2 | PDF → |
| 3 | PTR | 2024-06-20 861d ago | 1 | PDF → |
| 4 | Annual | 2023-08-12 1174d ago | — | PDF → |
| 5 | PTR | 2022-08-13 1538d ago | 1 | PDF → |
| 6 | Annual | 2022-08-13 1538d ago | — | PDF → |
| 7 | PTR | 2021-09-23 1862d ago | 1 | PDF → |
| 8 | PTR | 2021-08-13 1903d ago | 3 | PDF → |
| 9 | Annual | 2021-08-13 1903d ago | — | PDF → |
| 10 | PTR | 2021-07-14 1933d ago | 1 | PDF → |
| 11 | PTR | 2021-06-08 1969d ago | 2 | PDF → |
| 12 | PTR | 2021-05-12 1996d ago | 3 | PDF → |
| 13 | PTR | 2021-04-07 2031d ago | 3 | PDF → |
| 14 | PTR | 2021-03-09 2060d ago | 5 | PDF → |
| 15 | PTR | 2021-02-13 2084d ago | 27 | PDF → |
| 16 | PTR | 2021-01-09 2119d ago | 41 | PDF → |
| 17 | PTR | 2020-12-11 2148d ago | 8 | PDF → |
| 18 | PTR | 2020-11-11 2178d ago | 7 | PDF → |
| 19 | PTR | 2020-10-09 2211d ago | 47 | PDF → |
| 20 | PTR | 2020-09-11 2239d ago | 15 | PDF → |
| 21 | Annual | 2020-08-13 2268d ago | — | PDF → |
| 22 | PTR | 2020-08-09 2272d ago | 2 | PDF → |
| 23 | PTR | 2020-07-07 2305d ago | 10 | PDF → |
| 24 | PTR | 2020-06-15 2327d ago | 49 | PDF → |
| 25 | PTR | 2020-05-07 2366d ago | 132 | PDF → |
| 26 | PTR | 2020-04-10 2393d ago | 12 | PDF → |
| 27 | PTR | 2020-03-12 2422d ago | 91 | PDF → |
| 28 | PTR | 2020-02-07 2456d ago | 39 | PDF → |
| 29 | PTR | 2020-01-09 2485d ago | 11 | PDF → |
| 30 | PTR | 2019-12-11 2514d ago | 47 | PDF → |
| 31 | PTR | 2019-11-06 2549d ago | 15 | PDF → |
| 32 | PTR | 2019-10-11 2575d ago | 32 | PDF → |
| 33 | PTR | 2019-09-16 2600d ago | 71 | PDF → |
| 34 | PTR | 2019-08-21 2626d ago | 7 | PDF → |
| 35 | PTR | 2019-07-11 2667d ago | 46 | PDF → |
| 36 | PTR | 2019-06-13 2695d ago | 48 | PDF → |
| 37 | PTR | 2019-05-21 2718d ago | 39 | PDF → |
| 38 | PTR | 2019-04-16 2753d ago | 35 | PDF → |
| 39 | PTR | 2019-03-21 2779d ago | 29 | PDF → |
| 40 | PTR | 2019-02-18 2810d ago | 100 | PDF → |
Source: the U.S. House Clerk, Periodic Transaction Reports. Filings are a legal disclosure, not a recommendation, and can lag the actual trade by up to 45 days. Not investment advice.
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