Trade of the William Cassidy
Republican · LA · Senate
In-remit alpha 12m
-4.9%
3 buys in their jurisdiction
Everything else
+22.4%
their other buys
$-weighted 12m
+8.8%
all buys, by size
t-stat (12m)
0.54
within the noise
Disclosure lag
20 days
trade → public filing
Est. volume
$23.2K
0 option trades
Trading profile
| Disclosed transactions | 45 across 6 filings |
| Buys / sells | 6 / 39 |
| Distinct securities | 26 |
| Estimated volume | $174.4K |
| Traded in family accounts | 45 of 45 |
| Active | 05 Apr 2019 – 05 Nov 2020 |
| Busiest single day | 18 trades 05 Nov 2020 |
18 transactions on a single day is the signature of a managed account being rebalanced rather than 18 separate decisions — which is why the grades below skew low.
What they buy
| Energy in remit | 1 | |
| Healthcare in remit | 1 | |
| Pharma in remit | 1 | |
| Industrials in remit | 1 | |
| Materials | 1 | |
| Real Estate | 1 |
Committees — what defines their remit
Finance Health, Education, Labor, and Pensions — Chairman Energy and Natural Resources Veterans' AffairsSubcommittees
Health CareTaxation and IRS OversightFiscal Responsibility and Economic GrowthEducation and the American FamilyEmployment and Workplace SafetyPrimary Health and Retirement SecurityEnergyNational ParksWater and PowerJurisdiction sectors: energyfinancialshealthcareindustrialspharmautilities · access score 0.86
How their trades grade
How often their trades look like discrete, in-jurisdiction decisions rather than managed-account activity.
| A |
|
0 |
| B |
|
2 |
| C |
|
12 |
| D |
|
11 |
| E |
|
20 |
Largest positions
| Ticker | Buys | Est. size | Avg 12m vs SPY |
|---|---|---|---|
| VFC | 1 | $3.9K | -14.7% |
| PSX | 1 | $3.9K | +14.5% |
| PLD | 1 | $3.9K | -2.7% |
| MMM | 1 | $3.9K | -4.3% |
| JNJ | 1 | $3.9K | -24.9% |
| DOW | 1 | $3.9K | +84.7% |
All disclosed trades
| Grade | Side | Traded | Ticker | Amount | Owner | 12m vs SPY | Remit |
|---|---|---|---|---|---|---|---|
| E | SELL | 05 Nov 2020 | WMT Walmart Inc. |
$1,001 - $15,000 | spouse | — | — |
| C | SELL | 05 Nov 2020 | UPS United Parcel Service, Inc. |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 05 Nov 2020 | SBUX Starbucks Corporation |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 05 Nov 2020 | PLD Prologis, Inc. |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 05 Nov 2020 | PG The Procter & Gamble Company |
$1,001 - $15,000 | spouse | — | — |
| C | SELL | 05 Nov 2020 | JPM JPMorgan Chase & Co. |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 05 Nov 2020 | MSFT Microsoft Corporation |
$1,001 - $15,000 | spouse | — | — |
| C | SELL | 05 Nov 2020 | MDT Medtronic plc |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 05 Nov 2020 | LOW Lowe's Companies, Inc. |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 05 Nov 2020 | IBM International Business Machines Co |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 05 Nov 2020 | DOW Dow Inc. |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 05 Nov 2020 | DIS The Walt Disney Company |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 05 Nov 2020 | CMCSA Comcast Corporation |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 05 Nov 2020 | CSCO Cisco Systems, Inc. |
$1,001 - $15,000 | spouse | — | — |
| C | SELL | 05 Nov 2020 | CVS CVS Health Corporation |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 05 Nov 2020 | BLK BlackRock, Inc. |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 05 Nov 2020 | AAPL Apple Inc. |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 05 Nov 2020 | AMGN Amgen Inc. |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 11 Sep 2020 | AAPL Apple Inc. |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 19 Aug 2020 | SBUX Starbucks Corporation |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 19 Aug 2020 | MSFT Microsoft Corporation |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 19 Aug 2020 | LOW Lowe's Companies, Inc. |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 19 Aug 2020 | IBM International Business Machines Co |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 19 Aug 2020 | DIS The Walt Disney Company |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 19 Aug 2020 | CMCSA Comcast Corporation |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 19 Aug 2020 | CSCO Cisco Systems, Inc. |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 19 Aug 2020 | AAPL Apple Inc. |
$1,001 - $15,000 | spouse | — | — |
| B | SELL | 15 Jul 2020 | TROW T. Rowe Price Group, Inc. |
$1,001 - $15,000 | spouse | — | yes |
| D | BUY | 15 Jul 2020 | PLD Prologis, Inc. |
$1,001 - $15,000 | spouse | -2.7% | — |
| E | SELL | 09 Mar 2020 | WMT Walmart Inc. |
$1,001 - $15,000 | spouse | — | — |
| C | SELL | 09 Mar 2020 | TROW T. Rowe Price Group, Inc. |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 09 Mar 2020 | PG The Procter & Gamble Company |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 09 Mar 2020 | MSFT Microsoft Corporation |
$1,001 - $15,000 | spouse | — | — |
| C | SELL | 09 Mar 2020 | MDT Medtronic plc |
$1,001 - $15,000 | spouse | — | yes |
| C | SELL | 09 Mar 2020 | EMR Emerson Electric Co. |
$1,001 - $15,000 | spouse | — | yes |
| C | SELL | 09 Mar 2020 | BLK BlackRock, Inc. |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 09 Mar 2020 | AAPL Apple Inc. |
$1,001 - $15,000 | spouse | — | — |
| C | SELL | 09 Mar 2020 | AMGN Amgen Inc. |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 09 Mar 2020 | T AT&T Inc. |
$1,001 - $15,000 | spouse | — | — |
| D | BUY | 09 Mar 2020 | VFC V.F. Corporation |
$1,001 - $15,000 | spouse | -14.7% | — |
| C | BUY | 09 Mar 2020 | PSX Phillips 66 |
$1,001 - $15,000 | spouse | +14.5% | yes |
| C | BUY | 09 Mar 2020 | MMM 3M Company |
$1,001 - $15,000 | spouse | -4.3% | yes |
| C | BUY | 09 Mar 2020 | JNJ Johnson & Johnson |
$1,001 - $15,000 | spouse | -24.9% | yes |
| E | BUY | 09 Mar 2020 | DOW Dow Inc. |
$1,001 - $15,000 | spouse | +84.7% | — |
| B | SELL | 05 Apr 2019 | NVS Novartis AG |
$1,001 - $15,000 | spouse | — | yes |
Click any row for the full trade breakdown.