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.
Robert J. Wittman
Following their disclosures vs. same money in SPY: +18.3 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 |  CC CCI
|
$1K–$15K | 2026-06-30 | 2026-07-10 | PDF → |
| SELL |  WM WMT
|
$1K–$15K | 2023-09-28 | 2023-10-19 | PDF → |
| SELL |  AB ABBV
|
$1K–$15K | 2023-09-28 | 2023-10-19 | PDF → |
| SELL |  GO GOOG
|
$1K–$15K | 2023-09-28 | 2023-10-19 | PDF → |
| SELL |  AM AMZN
|
$1K–$15K | 2023-09-28 | 2023-10-19 | PDF → |
| SELL |  AA AAPL
|
$1K–$15K | 2023-09-28 | 2023-10-19 | PDF → |
| SELL |  EO EOG
|
$1K–$15K | 2023-09-28 | 2023-10-19 | PDF → |
| SELL |  HI HIG
|
$1K–$15K | 2023-09-28 | 2023-10-19 | PDF → |
| SELL |  JP JPM
|
$1K–$15K | 2023-09-28 | 2023-10-19 | PDF → |
| SELL |  KM KMI
|
$1K–$15K | 2023-09-28 | 2023-10-19 | PDF → |
| SELL |  MS MSFT
|
$1K–$15K | 2023-09-28 | 2023-10-19 | PDF → |
| SELL |  PL PLD
|
$1K–$15K | 2023-09-28 | 2023-10-19 | PDF → |
| SELL |  UN UNH
|
$1K–$15K | 2023-09-28 | 2023-10-19 | PDF → |
| SELL |  CA CAT
|
$1K–$15K | 2023-09-28 | 2023-10-19 | PDF → |
| SELL |  FI FIS
|
$1K–$15K | 2023-09-15 | 2023-10-19 | PDF → |
| SELL |  IF IFF
|
$1K–$15K | 2023-09-15 | 2023-10-19 | PDF → |
| BUY |  AM AMT
|
$1K–$15K | 2023-09-07 | 2023-10-19 | PDF → |
| SELL |  PS PSX
|
$1K–$15K | 2023-08-17 | 2023-09-30 | PDF → |
| BUY |  PG PG
|
$1K–$15K | 2023-07-31 | 2023-09-30 LATE | PDF → |
| SELL |  KM KMB
|
$1K–$15K | 2023-07-31 | 2023-09-30 LATE | PDF → |
| SELL |  UN UNP
|
$1K–$15K | 2023-07-27 | 2023-09-30 LATE | PDF → |
| BUY |  ZT ZTS
|
$1K–$15K | 2023-07-21 | 2023-09-30 LATE | PDF → |
| SELL |  DG DG
|
$1K–$15K | 2023-07-21 | 2023-09-30 LATE | PDF → |
| BUY |  SP SPGI
|
$1K–$15K | 2023-06-13 | 2023-09-30 LATE | PDF → |
| SELL |  CB CB
|
$1K–$15K | 2023-06-13 | 2023-09-30 LATE | PDF → |
| SELL |  AV AVGO
|
$1K–$15K | 2023-06-13 | 2023-09-30 LATE | PDF → |
| SELL |  AC ACN
|
$1K–$15K | 2023-04-21 | 2023-09-30 LATE | PDF → |
| BUY |  MA MA
|
$1K–$15K | 2022-12-07 | 2023-08-13 LATE | PDF → |
| BUY | AC ACN
|
$1K–$15K | 2022-10-08 | 2023-08-13 LATE | PDF → |
| BUY |  TJ TJX
|
$1K–$15K | 2022-07-15 | 2023-08-13 LATE | PDF → |
Estimated current holdings
Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Oct 29, 2026) — our best estimate of what Wittman 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 | |
|---|---|---|---|---|---|---|
| AA AAPL |
$303K | 31.7% | +726.9% | Oct 2015 | Sep 2023 | |
| MS MSFT |
$54K | 5.6% | +411.6% | Oct 2015 | Sep 2023 | |
| AB ABBV |
$47K | 4.9% | +344.1% | Oct 2015 | Sep 2023 | |
| JP JPM |
$28K | 3.0% | +341.7% | Oct 2015 | Sep 2023 | |
 XO XOM |
$24K | 2.6% | +215.3% | Jun 2020 | Apr 2023 | |
 AX AXP |
$23K | 2.4% | +199.3% | Sep 2019 | Oct 2020 | |
| AM AMZN |
$19K | 2.0% | +135.8% | Jul 2022 | Sep 2023 | |
| AV AVGO |
$18K | 1.9% | +804.5% | May 2021 | Jun 2023 | |
 DF DFS |
$17K | 1.8% | +345.9% | Oct 2015 | Sep 2015 | |
| CA CAT |
$16K | 1.7% | +256.2% | Feb 2021 | Sep 2023 | |
 CV CVX |
$16K | 1.6% | +300.7% | Oct 2015 | Sep 2015 | |
 MM MMC |
$16K | 1.6% | +300.5% | Oct 2015 | Sep 2015 | |
 LO LOW |
$15K | 1.6% | +136.9% | Oct 2015 | Mar 2021 | |
 MS MSI |
$15K | 1.6% | +294.3% | Jul 2020 | Jun 2020 | |
 IW IWB |
$15K | 1.6% | +96.2% | Apr 2022 | Jun 2022 | |
 PM PM |
$14K | 1.5% | +270.6% | Feb 2019 | Jan 2019 | |
| MA MA |
$13K | 1.3% | +62.7% | Mar 2022 | Dec 2022 | |
| UN UNH |
$13K | 1.3% | +305.4% | Oct 2015 | Sep 2023 | |
| WM WMT |
$12K | 1.3% | +188.6% | Jan 2022 | Sep 2023 | |
 GM GM |
$12K | 1.3% | +213.9% | Oct 2015 | Sep 2015 | |
 NE NEE |
$12K | 1.2% | +315.8% | Oct 2015 | Dec 2021 | |
 WE WEC |
$11K | 1.2% | +196.7% | Oct 2015 | Sep 2015 | |
 CO COST |
$11K | 1.2% | +192.7% | Jan 2021 | Jul 2020 | |
 ME META |
$11K | 1.2% | +183.8% | Feb 2022 | Jan 2022 | |
| AC ACN |
$11K | 1.1% | +65.1% | Oct 2015 | Apr 2023 | |
 SH SHYG |
$10K | 1.1% | +30.8% | Apr 2022 | Jun 2022 | |
| UN UNP |
$10K | 1.0% | +307.7% | Oct 2015 | Jul 2023 | |
| PS PSX |
$9K | 0.9% | +387.0% | Oct 2015 | Aug 2023 | |
 XL XLE |
$9K | 0.9% | +130.0% | Feb 2022 | Jan 2022 | |
 EL ELV |
$8K | 0.9% | +50.9% | Dec 2019 | Jan 2023 | |
 GE GE |
$8K | 0.9% | +450.7% | Apr 2021 | Jun 2022 | |
 WF WFC |
$8K | 0.9% | +114.8% | Oct 2015 | Sep 2015 | |
 SC SCHW |
$8K | 0.8% | +105.3% | Nov 2020 | Oct 2020 | |
 PE PEP |
$7K | 0.8% | +86.6% | Oct 2015 | Sep 2015 | |
 NV NVO |
$7K | 0.7% | +78.7% | Oct 2015 | Sep 2015 | |
| TJ TJX |
$7K | 0.7% | +70.5% | Oct 2021 | Jul 2022 | |
 CL CL |
$7K | 0.7% | +76.9% | Oct 2015 | Sep 2015 | |
 T T |
$7K | 0.7% | +41.4% | Oct 2015 | Dec 2021 | |
 FL FLGB |
$7K | 0.7% | +71.7% | Feb 2022 | Jan 2022 | |
 HO HON |
$7K | 0.7% | +200.9% | Oct 2015 | Jan 2022 | |
 MD MDT |
$7K | 0.7% | +68.6% | Oct 2015 | Sep 2015 | |
 EM EMC |
$6K | 0.6% | +56.1% | May 2023 | Sep 2015 | |
 IE IEUR |
$6K | 0.6% | +55.9% | Feb 2022 | Jan 2022 | |
 LM LMT |
$6K | 0.6% | +228.5% | Jul 2016 | Jan 2022 | |
 RI RIO |
$6K | 0.6% | +43.0% | Apr 2022 | Mar 2022 | |
 HD HD |
$5K | 0.5% | +32.7% | Jan 2021 | Jul 2020 | |
| SP SPGI |
$5K | 0.5% | +32.7% | Oct 2023 | Jun 2023 | |
| AM AMT |
$5K | 0.5% | +27.6% | Oct 2023 | Sep 2023 | |
| PG PG |
$5K | 0.5% | +18.0% | Oct 2023 | Jul 2023 | |
 SB SBUX |
$4K | 0.4% | +9.1% | Oct 2019 | May 2022 | |
 AB ABT |
$4K | 0.4% | +0.8% | May 2022 | Jul 2022 | |
 TL TLH |
$4K | 0.4% | -6.9% | Jul 2022 | Jun 2022 | |
 TG TGT |
$3K | 0.4% | +64.6% | Apr 2020 | Dec 2021 | |
 SL SLB |
$3K | 0.4% | +55.4% | Jul 2016 | Jun 2019 | |
 OI OIH |
$3K | 0.3% | -19.1% | Oct 2015 | Sep 2015 | |
 TL TLT |
$3K | 0.3% | -22.6% | Apr 2022 | Mar 2022 | |
 M M |
$3K | 0.3% | -25.0% | Oct 2015 | Sep 2015 | |
 CM CMCSA |
$3K | 0.3% | -30.1% | Aug 2017 | Dec 2022 | |
| EO EOG |
$3K | 0.3% | +102.2% | Jan 2022 | Sep 2023 | |
 MC MCD |
$3K | 0.3% | +66.6% | May 2020 | Dec 2022 | |
| GO GOOG |
$2K | 0.2% | +190.3% | Sep 2022 | Sep 2023 | |
 UP UPS |
$2K | 0.2% | +19.6% | Oct 2019 | May 2021 |
Filings 73 on file · every disclosure Wittman has made
| # | Type | Filed | Trades in it | Filing |
|---|---|---|---|---|
| 1 | Annual | 2026-08-12 78d ago | — | PDF → |
| 2 | PTR | 2026-07-10 111d ago | 1 | PDF → |
| 3 | Annual | 2025-08-13 442d ago | — | PDF → |
| 4 | Annual | 2024-08-13 807d ago | — | PDF → |
| 5 | PTR | 2023-10-19 1106d ago | 16 | PDF → |
| 6 | PTR | 2023-09-30 1125d ago | 10 | PDF → |
| 7 | PTR | 2023-08-13 1173d ago | 4 | PDF → |
| 8 | Annual | 2023-08-13 1173d ago | — | PDF → |
| 9 | PTR | 2023-06-09 1238d ago | 1 | PDF → |
| 10 | PTR | 2023-05-07 1271d ago | 2 | PDF → |
| 11 | PTR | 2023-03-05 1334d ago | 3 | PDF → |
| 12 | PTR | 2023-02-15 1352d ago | 8 | PDF → |
| 13 | PTR | 2023-01-05 1393d ago | 8 | PDF → |
| 14 | PTR | 2022-12-08 1421d ago | 6 | PDF → |
| 15 | PTR | 2022-10-05 1485d ago | 8 | PDF → |
| 16 | PTR | 2022-09-10 1510d ago | 7 | PDF → |
| 17 | PTR | 2022-08-10 1541d ago | 3 | PDF → |
| 18 | PTR | 2022-07-08 1574d ago | 14 | PDF → |
| 19 | PTR | 2022-06-04 1608d ago | 4 | PDF → |
| 20 | Annual | 2022-05-14 1629d ago | — | PDF → |
| 21 | PTR | 2022-05-13 1630d ago | 5 | PDF → |
| 22 | PTR | 2022-04-09 1664d ago | 12 | PDF → |
| 23 | PTR | 2022-03-09 1695d ago | 2 | PDF → |
| 24 | PTR | 2022-02-13 1719d ago | 11 | PDF → |
| 25 | PTR | 2022-01-09 1754d ago | 11 | PDF → |
| 26 | PTR | 2021-10-18 1837d ago | 5 | PDF → |
| 27 | PTR | 2021-09-23 1862d ago | 1 | PDF → |
| 28 | Annual | 2021-08-24 1892d ago LATE | — | PDF → |
| 29 | PTR | 2021-06-08 1969d ago | 2 | PDF → |
| 30 | PTR | 2021-05-12 1996d ago | 1 | PDF → |
| 31 | PTR | 2021-04-12 2026d ago | 2 | PDF → |
| 32 | PTR | 2021-03-17 2052d ago | 1 | PDF → |
| 33 | PTR | 2021-02-22 2075d ago | 2 | PDF → |
| 34 | PTR | 2021-01-26 2102d ago | 8 | PDF → |
| 35 | PTR | 2021-01-19 2109d ago | 2 | PDF → |
| 36 | PTR | 2020-12-15 2144d ago | 1 | PDF → |
| 37 | PTR | 2020-11-19 2170d ago | 7 | PDF → |
| 38 | Annual | 2020-08-13 2268d ago | — | PDF → |
| 39 | PTR | 2020-07-07 2305d ago | 2 | PDF → |
| 40 | PTR | 2020-06-08 2334d ago | 3 | PDF → |
| 41 | PTR | 2020-05-14 2359d ago | 1 | PDF → |
| 42 | PTR | 2020-04-13 2390d ago | 3 | PDF → |
| 43 | PTR | 2020-03-09 2425d ago | 1 | PDF → |
| 44 | PTR | 2020-02-12 2451d ago | 1 | PDF → |
| 45 | PTR | 2019-12-12 2513d ago | 3 | PDF → |
| 46 | PTR | 2019-10-16 2570d ago | 4 | PDF → |
| 47 | PTR | 2019-09-18 2598d ago | 2 | PDF → |
| 48 | PTR | 2019-07-12 2666d ago | 1 | PDF → |
| 49 | Annual | 2019-06-12 2696d ago | — | PDF → |
| 50 | PTR | 2019-05-07 2732d ago | 1 | PDF → |
| 51 | PTR | 2019-02-07 2821d ago | 5 | PDF → |
| 52 | PTR | 2019-01-11 2848d ago | 3 | PDF → |
| 53 | PTR | 2018-12-12 2878d ago | 2 | PDF → |
| 54 | PTR | 2018-11-14 2906d ago | 2 | PDF → |
| 55 | PTR | 2018-10-19 2932d ago | 1 | PDF → |
| 56 | Annual | 2018-05-16 3088d ago | — | PDF → |
| 57 | PTR | 2018-05-08 3096d ago | 2 | PDF → |
| 58 | PTR | 2017-11-14 3271d ago | 1 | PDF → |
| 59 | PTR | 2017-08-10 3367d ago | 1 | PDF → |
| 60 | Annual | 2017-06-08 3430d ago | — | PDF → |
| 61 | PTR | 2017-02-17 3541d ago | 1 | PDF → |
| 62 | PTR | 2017-01-05 3584d ago | 1 | PDF → |
| 63 | PTR | 2016-12-23 3597d ago | 3 | PDF → |
| 64 | PTR | 2016-08-12 3730d ago | 3 | PDF → |
| 65 | Annual | 2016-08-01 3741d ago | — | PDF → |
| 66 | PTR | 2016-07-06 3767d ago | 3 | PDF → |
| 67 | PTR | 2016-02-24 3900d ago | 1 | PDF → |
| 68 | PTR | 2015-11-19 3997d ago | 1 | PDF → |
| 69 | PTR | 2015-10-15 4032d ago | 37 | PDF → |
| 70 | Annual | 2015-05-15 4185d ago | — | PDF → |
| 71 | Annual | 2014-05-11 4554d ago | — | PDF → |
| 72 | Annual | 2013-05-15 4915d ago | — | PDF → |
| 73 | Annual | 2012-05-10 5285d ago | — | 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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