Trade of the Ed Perlmutter
Democrat · CO-7 · House
In-remit alpha 12m
-3.4%
14 buys in their jurisdiction
Everything else
-22.8%
their other buys
$-weighted 12m
-12.3%
all buys, by size
t-stat (12m)
-1.50
within the noise
Disclosure lag
52 days
trade → public filing
Est. volume
$100.7K
0 option trades
Trading profile
| Disclosed transactions | 52 across 15 filings |
| Buys / sells | 27 / 25 |
| Distinct securities | 20 |
| Estimated volume | $201.5K |
| Traded in family accounts | 50 of 52 |
| Active | 18 Mar 2020 – 10 Nov 2022 |
| Busiest single day | 5 trades 13 May 2022 |
What they buy
| Technology | 11 | |
| Financials | 3 | |
| Healthcare | 2 | |
| Pharma | 2 | |
| Telecom | 2 | |
| Commodities | 1 | |
| Materials | 1 | |
| Industrials | 1 |
Committees — what defines their remit
No standing committee seats on record.Jurisdiction sectors: none · access score 0.00
How their trades grade
How often their trades look like discrete, in-jurisdiction decisions rather than managed-account activity.
| A |
|
0 |
| B |
|
7 |
| C |
|
22 |
| D |
|
11 |
| E |
|
12 |
Largest positions
| Ticker | Buys | Est. size | Avg 12m vs SPY |
|---|---|---|---|
| COST | 3 | $11.6K | +11.4% |
| MSFT | 2 | $7.7K | +14.4% |
| F | 2 | $7.7K | -22.1% |
| CHPT | 2 | $7.7K | -91.7% |
| BRK.B | 2 | $7.7K | +1.5% |
| BABA | 2 | $7.7K | -61.3% |
| AMZN | 2 | $7.7K | +15.1% |
| AAPL | 2 | $7.7K | +9.1% |
| VZ | 1 | $3.9K | -34.8% |
| UAL | 1 | $3.9K | -14.0% |
| SQ | 1 | $3.9K | — |
| PFE | 1 | $3.9K | +5.4% |
All disclosed trades
| Grade | Side | Traded | Ticker | Amount | Owner | 12m vs SPY | Remit |
|---|---|---|---|---|---|---|---|
| C | BUY | 10 Nov 2022 | AMZN Amazon.com, Inc. (AMZN) |
$1,001 - $15,000 | spouse | +52.9% | yes |
| C | BUY | 10 Nov 2022 | AAPL Apple Inc. (AAPL) |
$1,001 - $15,000 | spouse | +23.8% | yes |
| D | BUY | 10 Nov 2022 | CHPT ChargePoint Holdings, Inc. (CHPT) |
$1,001 - $15,000 | spouse | -99.6% | — |
| E | BUY | 10 Nov 2022 | COST Costco Wholesale Corporation (COST |
$1,001 - $15,000 | spouse | +20.5% | — |
| D | SELL | 01 Nov 2022 | CHPT ChargePoint Holdings, Inc. (CHPT) |
$1,001 - $15,000 | spouse | — | — |
| D | BUY | 02 Sep 2022 | CHPT ChargePoint Holdings, Inc. (CHPT) |
$1,001 - $15,000 | spouse | -83.8% | — |
| D | BUY | 19 Jul 2022 | KR Kroger Company (KR) |
$1,001 - $15,000 | spouse | -16.9% | — |
| C | SELL | 20 May 2022 | AAPL Apple Inc. (AAPL) |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 20 May 2022 | F Ford Motor Company (F) |
$1,001 - $15,000 | spouse | — | — |
| C | SELL | 13 May 2022 | AMZN Amazon.com, Inc. (AMZN) |
$1,001 - $15,000 | spouse | — | yes |
| C | SELL | 13 May 2022 | AAPL Apple Inc. (AAPL) |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 13 May 2022 | F Ford Motor Company (F) |
$1,001 - $15,000 | spouse | — | — |
| C | SELL | 13 May 2022 | MSFT Microsoft Corporation (MSFT) |
$1,001 - $15,000 | spouse | — | yes |
| C | SELL | 13 May 2022 | VZ Verizon Communications Inc. (VZ) |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 22 Apr 2022 | COST Costco Wholesale Corporation (COST |
$1,001 - $15,000 | spouse | — | — |
| C | SELL | 21 Dec 2021 | BRK.B Berkshire Hathaway Inc. New (BRK.B |
$1,001 - $15,000 | spouse | — | yes |
| C | SELL | 21 Dec 2021 | COIN Coinbase global, Inc. - Class A (C |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 26 Nov 2021 | COST Costco Wholesale Corporation (COST |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 26 Nov 2021 | F Ford Motor Company (F) |
$1,001 - $15,000 | spouse | -24.6% | — |
| D | BUY | 02 Nov 2021 | F Ford Motor Company (F) |
$1,001 - $15,000 | spouse | -19.7% | — |
| B | BUY | 23 Sep 2021 | COIN Coinbase global, Inc. - Class A (C |
$1,001 - $15,000 | spouse | -61.1% | yes |
| C | SELL | 15 Sep 2021 | BRK.B Berkshire Hathaway Inc. New (BRK.B |
$1,001 - $15,000 | spouse | — | yes |
| C | SELL | 07 Jul 2021 | BABA Alibaba group Holding limited Amer |
$1,001 - $15,000 | spouse | — | yes |
| C | SELL | 07 Jul 2021 | GOOG Alphabet Inc. - Class C Capital St |
$1,001 - $15,000 | spouse | — | yes |
| D | BUY | 07 Jul 2021 | UAL united Airlines Holdings, Inc. (uA |
$1,001 - $15,000 | spouse | -14.0% | — |
| C | BUY | 16 Jun 2021 | BRK.B Berkshire Hathaway Inc. New (BRK.B |
$1,001 - $15,000 | spouse | +9.2% | yes |
| C | SELL | 14 Jun 2021 | BABA Alibaba group Holding limited Amer |
$1,001 - $15,000 | spouse | — | yes |
| C | BUY | 11 May 2021 | BABA Alibaba group Holding limited Amer |
$1,001 - $15,000 | spouse | -39.5% | yes |
| B | BUY | 11 May 2021 | GOOG Alphabet Inc. - Class C Capital St |
$1,001 - $15,000 | spouse | -1.7% | yes |
| B | BUY | 18 Nov 2020 | AMZN Amazon.com, Inc. (AMZN) |
$1,001 - $15,000 | spouse | -22.7% | yes |
| E | SELL | 18 Nov 2020 | NEM Newmont Corporation (NEM) |
$1,001 - $15,000 | spouse | — | — |
| C | BUY | 12 Nov 2020 | MSFT Microsoft Corporation (MSFT) |
$1,001 - $15,000 | spouse | +21.8% | yes |
| E | SELL | 12 Nov 2020 | NEM Newmont Corporation (NEM) |
$1,001 - $15,000 | spouse | — | — |
| B | BUY | 09 Nov 2020 | BABA Alibaba group Holding limited Amer |
$1,001 - $15,000 | spouse | -83.0% | yes |
| E | BUY | 07 Oct 2020 | COST Costco Wholesale Corporation (COST |
$1,001 - $15,000 | spouse | +23.5% | — |
| C | SELL | 23 Sep 2020 | MSFT Microsoft Corporation (MSFT) |
$1,001 - $15,000 | spouse | — | yes |
| D | BUY | 18 Sep 2020 | SQ Square, Inc. Class A (SQ) |
$1,001 - $15,000 | spouse | — | — |
| C | SELL | 14 Sep 2020 | MSFT Microsoft Corporation (MSFT) |
$1,001 - $15,000 | spouse | — | yes |
| B | BUY | 03 Sep 2020 | NVDA NVIDIA Corporation (NVDA) |
$1,001 - $15,000 | spouse | +92.4% | yes |
| C | BUY | 01 Sep 2020 | BRK.B Berkshire Hathaway Inc. New (BRK.B |
$1,001 - $15,000 | spouse | -6.2% | yes |
| E | SELL | 01 Sep 2020 | GILD gilead Sciences, Inc. (gIlD) |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 01 Sep 2020 | PFE Pfizer, Inc. (PFE) |
$1,001 - $15,000 | spouse | — | — |
| C | SELL | 01 Sep 2020 | VZ Verizon Communications Inc. (VZ) |
$1,001 - $15,000 | spouse | — | yes |
| B | BUY | 24 Jul 2020 | AAPL Apple Inc. (AAPl) |
$1,001 - $15,000 | spouse | -5.5% | yes |
| D | BUY | 15 Jul 2020 | GILD gilead Sciences, Inc. (gIlD) |
$1,001 - $15,000 | spouse | -13.7% | — |
| D | BUY | 29 Jun 2020 | NEM Newmont Corporation (NEM) |
$1,001 - $15,000 | spouse | -40.3% | — |
| C | BUY | 10 Jun 2020 | MSFT Microsoft Corporation (MSFT) |
$1,001 - $15,000 | spouse | +7.1% | yes |
| E | BUY | 10 Jun 2020 | PFE Pfizer, Inc. (PFE) |
$1,001 - $15,000 | spouse | +5.4% | — |
| D | SELL | 10 Jun 2020 | SWK Stanley Black & Decker, Inc. (SWK) |
$1,001 - $15,000 | self | — | — |
| B | SELL | 10 Jun 2020 | USB u.S. Bancorp (uSB) |
$1,001 - $15,000 | self | — | yes |
| C | BUY | 10 Jun 2020 | VZ Verizon Communications Inc. (VZ) |
$1,001 - $15,000 | spouse | -34.8% | yes |
| D | BUY | 18 Mar 2020 | COST Costco Wholesale Corporation (COsT |
$1,001 - $15,000 | spouse | -9.7% | — |
Click any row for the full trade breakdown.