At a glance
- 104 trades disclosed, 2015 to 2024
- 25 purchases, 79 sales
- 102 Stock/ETF · 2 Municipal
- RPM traded most, 14 times
- Median of 19 priceable purchases +43.9% vs SPY +15.6%
Republican U.S. senator from Alaska
Committees: Commerce, Science, and Transportation · Armed Services · Environment and Public Works · Veterans' Affairs
Updated Feb 9, 2024 · Members have up to 45 days to report a trade, so the newest transactions may not be filed yet. · Congressional trading statistics
This is a record of what Dan Sullivan has filed, not a portfolio: amounts are disclosed as brackets rather than exact figures, and many of these trades are made by advisers or in managed accounts. Nothing here is investment advice.
Current committee assignments, from the public congress-legislators dataset. The last column counts this member’s own disclosed trades in companies that sit inside each committee’s jurisdiction.
| Committee | Role | Oversees | Trades in those sectors |
|---|---|---|---|
| Commerce, Science, and Transportation | Member | Technology, Communication Services | 21 (MSFT, LRCX, AAPL +9) |
| Armed Services | Member | Aerospace and defense companies | 0 |
| Environment and Public Works | Member | No single market sector | — |
| Veterans' Affairs | Member | No single market sector | — |
21 of Dan Sullivan's 104 disclosed transactions were in a sector a committee they sit on has jurisdiction over. That is a statement about jurisdiction, not a finding of wrongdoing, and it is not an accusation of one. Members frequently hold stock through managed accounts, index funds, and spousal portfolios they do not direct. Committees without a single clear market sector, such as Appropriations, Rules, and the Judiciary, are marked as such and counted for nothing. The full mapping is published on our congressional trading statistics page.
Congressional filings report a single stream of transactions. These are the asset classes it actually contains, which is what decides whether a performance figure can be computed at all.
| Asset class | Transactions | Share of record | Priced here |
|---|---|---|---|
| Stocks and ETFs | 102 | 98% | Yes |
| Municipal securities | 2 | 2% | No |
Only listed stocks and ETFs can be priced against an index. Bonds, municipal securities and structured notes are excluded from every return figure on this page.
Among 19 priceable purchases with a completed 12-month window, across 14 securities, the median return was +43.9%, versus +15.6% for SPY. That is 19 of the 25 purchases on this record. Each is measured over the 12 months after its transaction date, equal-weighted, one count per purchase. Every ranked member on one page: the Congress vs S&P 500 scorecard.
| Measure | This member | SPY over the same windows |
|---|---|---|
| Median 12-month return after purchase | +43.9% | +15.6% |
| Median difference vs SPY | +28.3% | — |
| Purchases that beat SPY | 13 of 19 (68%) | — |
| Stock | Purchased | Next 12 months | vs SPY |
|---|---|---|---|
| Best three | |||
| META | Nov 22, 2022 | +206.4% | +190.9% |
| NVDA | Nov 22, 2022 | +203.9% | +188.4% |
| ADBE | Nov 22, 2022 | +87.3% | +71.7% |
| Worst three | |||
| TMO | Nov 30, 2022 | -11.3% | -25.0% |
| DIS | Nov 22, 2022 | -1.2% | -16.8% |
| CHD | Feb 21, 2023 | +18.8% | -7.7% |
What this is not. These are not Dan Sullivan's returns. Disclosures report a dollar bracket and never a share count, so positions cannot be weighted and every purchase here counts once and equally. Sales are not matched back to the buys that opened them, so a position may well have been sold long ago; this measures how the stock moved in the year after the disclosed purchase date, nothing more. 8 of the 19 purchases are disclosed as a spouse's or dependent's rather than the member's own. Purchases from the last 12 months are excluded because their window has not closed yet. The 19 scored purchases cover 14 securities, so repeat buys of the same holding are counted separately and this is not 19 independent decisions.
Ranked by how many separate transactions name the security, across the whole record. Only holdings that carry a ticker in the filings appear here.
| Security | Trades | Buys / sells | Largest bracket | Last traded |
|---|---|---|---|---|
| RPM RPM International Inc. Commo | 14 | 0 buy 14 sell | up to $100,000 | Jan 24, 2024 |
| GOOG Alphabet Inc. - Class C Capi | 4 | 2 buy 2 sell | up to $50,000 | Aug 22, 2023 |
| MSFT Microsoft Corp | 3 | 2 buy 1 sell | up to $100,000 | Aug 22, 2023 |
| SPY SPDR S&P 500 ETF | 3 | 0 buy 3 sell | up to $100,000 | Aug 17, 2015 |
| ZTS Zoetis Inc Cl A | 3 | 2 buy 1 sell | up to $15,000 | Aug 22, 2023 |
| CHD Church & Dwight Company, Inc | 3 | 2 buy 1 sell | up to $15,000 | Aug 22, 2023 |
| AMZN Amazon.com, Inc. - Common St | 3 | 2 buy 1 sell | up to $15,000 | Aug 22, 2023 |
| TJX TJX Companies | 2 | 1 buy 1 sell | up to $50,000 | Aug 22, 2023 |
| AAPL Apple Inc | 2 | 1 buy 1 sell | up to $50,000 | Aug 22, 2023 |
| IWF iShares Russell 1000 Growth | 2 | 0 buy 2 sell | up to $50,000 | Jul 17, 2019 |
| XLI Industrial Select Sector SPD | 2 | 0 buy 2 sell | up to $50,000 | Mar 27, 2015 |
| ULTA Ulta Beauty Inc | 2 | 0 buy 2 sell | up to $15,000 | Aug 22, 2023 |
All 104 disclosed transactions, newest first.
| Security | Type | Action | Disclosed amount | Held by | Traded | Disclosed | Filing |
|---|---|---|---|---|---|---|---|
| RPM Third Party investment professional manages portfolio and oversees long-term diversification strategy that regularly includes similar transactions. | Stock/ETF | ▼ Sale (Partial) | $15,001 - $50,000 | Joint | Jan 24, 2024 | Feb 9, 2024 | Filing ↗ |
| ZTS | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Aug 22, 2023 | Sep 18, 2023 | Filing ↗ |
| ULTA | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Aug 22, 2023 | Sep 18, 2023 | Filing ↗ |
| TSCO | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Aug 22, 2023 | Sep 18, 2023 | Filing ↗ |
| TJX | Stock/ETF | ▼ Sale (Full) | $15,001 - $50,000 | Joint | Aug 22, 2023 | Sep 18, 2023 | Filing ↗ |
| TMO | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Aug 22, 2023 | Sep 18, 2023 | Filing ↗ |
| LUV | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Aug 22, 2023 | Sep 18, 2023 | Filing ↗ |
| PPG | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Aug 22, 2023 | Sep 18, 2023 | Filing ↗ |
| PNC | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Aug 22, 2023 | Sep 18, 2023 | Filing ↗ |
| PXD | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Aug 22, 2023 | Sep 18, 2023 | Filing ↗ |
| NTRS | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Aug 22, 2023 | Sep 18, 2023 | Filing ↗ |
| MSFT | Stock/ETF | ▼ Sale (Full) | $50,001 - $100,000 | Joint | Aug 22, 2023 | Sep 18, 2023 | Filing ↗ |
| MA | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Aug 22, 2023 | Sep 18, 2023 | Filing ↗ |
| LRCX | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Aug 22, 2023 | Sep 18, 2023 | Filing ↗ |
| LH | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Aug 22, 2023 | Sep 18, 2023 | Filing ↗ |
| JPM | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Aug 22, 2023 | Sep 18, 2023 | Filing ↗ |
| JNJ | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Aug 22, 2023 | Sep 18, 2023 | Filing ↗ |
| HON | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Aug 22, 2023 | Sep 18, 2023 | Filing ↗ |
| CVS | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Aug 22, 2023 | Sep 18, 2023 | Filing ↗ |
| COST | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Aug 22, 2023 | Sep 18, 2023 | Filing ↗ |
| CHD | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Aug 22, 2023 | Sep 18, 2023 | Filing ↗ |
| CVX | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Aug 22, 2023 | Sep 18, 2023 | Filing ↗ |
| SCHW | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Aug 22, 2023 | Sep 18, 2023 | Filing ↗ |
| BMY | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Aug 22, 2023 | Sep 18, 2023 | Filing ↗ |
| BKNG | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Aug 22, 2023 | Sep 18, 2023 | Filing ↗ |
| BLK | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Aug 22, 2023 | Sep 18, 2023 | Filing ↗ |
| AAPL | Stock/ETF | ▼ Sale (Full) | $15,001 - $50,000 | Joint | Aug 22, 2023 | Sep 18, 2023 | Filing ↗ |
| APH | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Aug 22, 2023 | Sep 18, 2023 | Filing ↗ |
| AME | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Aug 22, 2023 | Sep 18, 2023 | Filing ↗ |
| AXP | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Aug 22, 2023 | Sep 18, 2023 | Filing ↗ |
| AMZN | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Aug 22, 2023 | Sep 18, 2023 | Filing ↗ |
| GOOG | Stock/ETF | ▼ Sale (Full) | $15,001 - $50,000 | Joint | Aug 22, 2023 | Sep 18, 2023 | Filing ↗ |
| ALGN | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Aug 22, 2023 | Sep 18, 2023 | Filing ↗ |
| ACN | Stock/ETF | ▼ Sale (Full) | $15,001 - $50,000 | Joint | Aug 22, 2023 | Sep 18, 2023 | Filing ↗ |
| WFC | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Mar 17, 2023 | Apr 26, 2023 | Filing ↗ |
| CHD | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Joint | Feb 21, 2023 | Mar 16, 2023 | Filing ↗ |
| SCHW | Stock/ETF | ▼ Sale (Partial) | $1,001 - $15,000 | Joint | Feb 10, 2023 | Mar 16, 2023 | Filing ↗ |
| CHD | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Joint | Feb 10, 2023 | Mar 16, 2023 | Filing ↗ |
| GOOG | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Joint | Feb 10, 2023 | Mar 16, 2023 | Filing ↗ |
| ULTA | Stock/ETF | ▼ Sale (Partial) | $1,001 - $15,000 | Joint | Jan 10, 2023 | Feb 13, 2023 | Filing ↗ |
| PXD | Stock/ETF | ▼ Sale (Partial) | $1,001 - $15,000 | Joint | Jan 10, 2023 | Feb 13, 2023 | Filing ↗ |
| JPM | Stock/ETF | ▼ Sale (Partial) | $1,001 - $15,000 | Joint | Jan 10, 2023 | Feb 13, 2023 | Filing ↗ |
| CVS | Stock/ETF | ▼ Sale (Partial) | $1,001 - $15,000 | Joint | Jan 10, 2023 | Feb 13, 2023 | Filing ↗ |
| BMY | Stock/ETF | ▼ Sale (Partial) | $1,001 - $15,000 | Joint | Jan 10, 2023 | Feb 13, 2023 | Filing ↗ |
| BKNG | Stock/ETF | ▼ Sale (Partial) | $1,001 - $15,000 | Joint | Jan 10, 2023 | Feb 13, 2023 | Filing ↗ |
| ZTS | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Joint | Jan 10, 2023 | Feb 13, 2023 | Filing ↗ |
| AMZN | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Joint | Jan 10, 2023 | Feb 13, 2023 | Filing ↗ |
| ALGN | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Joint | Jan 10, 2023 | Feb 13, 2023 | Filing ↗ |
| SYK | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Nov 30, 2022 | Dec 21, 2022 | Filing ↗ |
| PYPL | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Nov 30, 2022 | Dec 21, 2022 | Filing ↗ |
| META | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Nov 30, 2022 | Dec 21, 2022 | Filing ↗ |
| MDT | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Nov 30, 2022 | Dec 21, 2022 | Filing ↗ |
| MLM | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Nov 30, 2022 | Dec 21, 2022 | Filing ↗ |
| FFIV | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Nov 30, 2022 | Dec 21, 2022 | Filing ↗ |
| ELAN | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Nov 30, 2022 | Dec 21, 2022 | Filing ↗ |
| CMCSA | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Nov 30, 2022 | Dec 21, 2022 | Filing ↗ |
| BAX | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Nov 30, 2022 | Dec 21, 2022 | Filing ↗ |
| GOOG | Stock/ETF | ▼ Sale (Partial) | $1,001 - $15,000 | Joint | Nov 30, 2022 | Dec 21, 2022 | Filing ↗ |
| ADBE | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Nov 30, 2022 | Dec 21, 2022 | Filing ↗ |
| RPM Third Party investment professional manages portfolio and oversees long-term diversification strategy that regularly includes similar transactions. | Stock/ETF | ▼ Sale (Partial) | $15,001 - $50,000 | Joint | Nov 30, 2022 | Dec 21, 2022 | Filing ↗ |
| ZTS | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Joint | Nov 30, 2022 | Dec 21, 2022 | Filing ↗ |
| TJX | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Joint | Nov 30, 2022 | Dec 21, 2022 | Filing ↗ |
| TMO | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Joint | Nov 30, 2022 | Dec 21, 2022 | Filing ↗ |
| MSFT | Stock/ETF | ▲ Purchase | $15,001 - $50,000 | Joint | Nov 30, 2022 | Dec 21, 2022 | Filing ↗ |
| LRCX | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Joint | Nov 30, 2022 | Dec 21, 2022 | Filing ↗ |
| DIS | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Child | Nov 22, 2022 | Dec 21, 2022 | Filing ↗ |
| NVDA | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Child | Nov 22, 2022 | Dec 21, 2022 | Filing ↗ |
| MSFT | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Child | Nov 22, 2022 | Dec 21, 2022 | Filing ↗ |
| META | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Child | Nov 22, 2022 | Dec 21, 2022 | Filing ↗ |
| AAPL | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Child | Nov 22, 2022 | Dec 21, 2022 | Filing ↗ |
| AMZN | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Child | Nov 22, 2022 | Dec 21, 2022 | Filing ↗ |
| GOOG | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Child | Nov 22, 2022 | Dec 21, 2022 | Filing ↗ |
| ADBE | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Child | Nov 22, 2022 | Dec 21, 2022 | Filing ↗ |
| FIVE Asset inherited after the death of filer’s parent & promptly sold by third party investment professional, who did not advise filer of sale until 10/30 | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Aug 30, 2022 | Nov 3, 2022 | Filing ↗ |
| MOWI Asset inherited after the death of filer’s parent & promptly sold by third party investment professional, who did not advise filer of sale until 10/30 | Stock/ETF | ▼ Sale (Full) | $15,001 - $50,000 | Joint | Aug 2, 2022 | Nov 3, 2022 | Filing ↗ |
| RPM Third Party investment professional manages portfolio and oversees long-term diversification strategy that regularly includes similar transactions. | Stock/ETF | ▼ Sale (Partial) | $15,001 - $50,000 | Joint | Jun 21, 2022 | Jul 14, 2022 | Filing ↗ |
| RPM Third Party investment professional manages portfolio and oversees long-term diversification strategy that regularly includes similar transactions. | Stock/ETF | ▼ Sale (Partial) | $1,001 - $15,000 | Joint | Mar 4, 2022 | Apr 7, 2022 | Filing ↗ |
| RPM The filer's portfolio is managed by a third party investment professional. The filer was advised of these transactions on April 13, 2021. This activity is part | Stock/ETF | ▼ Sale (Partial) | $15,001 - $50,000 | Joint | Mar 5, 2021 | Apr 13, 2021 | Filing ↗ |
| RPM The filer's portfolio is managed by a third party investment professional. The filer was advised of these transactions on July 7, 2020. This activity is part of | Stock/ETF | ▼ Sale (Partial) | $50,001 - $100,000 | Joint | Jun 16, 2020 | Jul 14, 2020 | Filing ↗ |
| RPM The filer's portfolio is managed by a third party investment professional. The filer was advised of these transactions on June 2, 2020. This activity is part of | Stock/ETF | ▼ Sale (Partial) | $50,001 - $100,000 | Joint | May 18, 2020 | Jun 15, 2020 | Filing ↗ |
| WCMIX The filer's portfolio is managed by a third party investment professional. The filer was advised of these transactions on April 7, 2020. This activity is part o | Stock/ETF | ▲ Purchase | $50,001 - $100,000 | Joint | Feb 27, 2020 | Apr 11, 2020 | Filing ↗ |
| RPM The filer's portfolio is managed by a third party investment professional. The filer was advised of these transactions on April 7, 2020. This activity is part o | Stock/ETF | ▼ Sale (Partial) | $50,001 - $100,000 | Joint | Feb 27, 2020 | Apr 11, 2020 | Filing ↗ |
| RPM | Stock/ETF | ▼ Sale (Partial) | $15,001 - $50,000 | Joint | Oct 8, 2019 | Nov 6, 2019 | Filing ↗ |
| MALOX | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Joint | Jul 18, 2019 | Aug 7, 2019 | Filing ↗ |
| GTCSX | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Self | Jul 17, 2019 | Aug 7, 2019 | Filing ↗ |
| TSCIX | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Spouse | Jul 17, 2019 | Aug 7, 2019 | Filing ↗ |
| VPMAX | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Self | Jul 17, 2019 | Aug 7, 2019 | Filing ↗ |
| IWF | Stock/ETF | ▼ Sale (Partial) | $15,001 - $50,000 | Joint | Jul 17, 2019 | Aug 7, 2019 | Filing ↗ |
| RPM | Stock/ETF | ▼ Sale (Partial) | $50,001 - $100,000 | Joint | Mar 19, 2019 | Apr 8, 2019 | Filing ↗ |
| GFAFX | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Joint | Dec 21, 2018 | Jan 3, 2019 | Filing ↗ |
| MALOX | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Joint | Dec 19, 2018 | Jan 3, 2019 | Filing ↗ |
| RPM | Stock/ETF | ▼ Sale (Partial) | $50,001 - $100,000 | Joint | Oct 25, 2018 | Nov 1, 2018 | Filing ↗ |
| IWF | Stock/ETF | ▼ Sale (Partial) | $1,001 - $15,000 | Joint | Oct 2, 2018 | Nov 1, 2018 | Filing ↗ |
| RPM | Stock/ETF | ▼ Sale (Partial) | $1,001 - $15,000 | Joint | Sep 25, 2018 | Oct 9, 2018 | Filing ↗ |
| RPM | Stock/ETF | ▼ Sale (Partial) | $1,001 - $15,000 | Joint | May 22, 2018 | Jul 24, 2018 | Filing ↗ |
| RPM Filer notified of transaction >45 days after it occurred. | Stock/ETF | ▼ Sale (Partial) | $1,001 - $15,000 | Joint | Mar 28, 2018 | Jul 24, 2018 | Filing ↗ |
| Alaska State General Obligation Bond | Municipal | ▼ Sale (Full) | $250,001 - $500,000 | Joint | Sep 15, 2015 | Aug 3, 2016 | Filing ↗ |
| SPY | Stock/ETF | ▼ Sale (Full) | $50,001 - $100,000 | Joint | Aug 17, 2015 | Aug 3, 2016 | Filing ↗ |
| AFTEX | Municipal | ▼ Sale (Partial) | $1,001 - $15,000 | Joint | Jul 15, 2015 | Aug 3, 2016 | Filing ↗ |
| SPY | Stock/ETF | ▼ Sale (Partial) | $15,001 - $50,000 | Joint | May 28, 2015 | Aug 3, 2016 | Filing ↗ |
| XLI | Stock/ETF | ▼ Sale (Full) | $15,001 - $50,000 | Joint | Mar 27, 2015 | Aug 3, 2016 | Filing ↗ |
| SPY | Stock/ETF | ▼ Sale (Partial) | $1,001 - $15,000 | Joint | Jan 28, 2015 | Aug 3, 2016 | Filing ↗ |
| IWD | Stock/ETF | ▼ Sale (Partial) | $1,001 - $15,000 | Joint | Jan 28, 2015 | Aug 3, 2016 | Filing ↗ |
| XLI | Stock/ETF | ▼ Sale (Partial) | $1,001 - $15,000 | Joint | Jan 28, 2015 | Aug 3, 2016 | Filing ↗ |
Dan Sullivan has disclosed 104 transactions in the public STOCK Act record we track, running from Jan 28, 2015 to Jan 24, 2024. That is 25 purchases and 79 sales. Each one is a periodic transaction report filed with the Senate Office of Public Records.
The most frequently traded positions on Dan Sullivan's disclosures are RPM (14 trades), GOOG (4 trades), MSFT (3 trades), SPY (3 trades), ZTS (3 trades). Frequency is not size: the filings report dollar ranges rather than exact amounts, so a single large trade can matter more than several small ones.
Among 19 priceable purchases with a completed 12-month window, across 14 securities, the median return was +43.9%, versus +15.6% for SPY over the same windows. That is a median difference of +28.3%, and 13 of the 19 (68%) beat the index. That is 19 of the 25 purchases on this record; the rest are unpriceable, still inside their 12-month window, or not equities. These are not the member's actual returns: disclosures give a dollar bracket and no share count, so each purchase is counted once and weighted equally, and any later sale is not matched back to the buy.
Each disclosed purchase is measured over a fixed 12-month window, from the close on the first trading day on or after the reported transaction date to the close 12 months later, using split- and dividend-adjusted prices. The same window is applied to SPY and the difference is the excess return. A fixed window is used so that trades from different years are comparable: measuring every purchase up to today instead would score a 2014 buy against a decade of index compounding and a recent buy against a few months. Purchases from the last 12 months are excluded because their window has not closed. Sales, options, bonds, municipal securities and structured notes are not included. Figures update daily.
Not all of them. Of the 104 transactions on record, 1 are marked as the spouse's and 93 as jointly held. Members must disclose trades made by a spouse or dependent child, and many are executed by financial advisers or in managed accounts, so a disclosure is not evidence that the member personally chose the stock.
The STOCK Act gives members up to 45 days to report a trade, so the newest transaction here (Jan 24, 2024) was disclosed on Feb 9, 2024 and more recent trades may exist that have not been filed yet. This page is a record of what has been disclosed, not a statement of what Dan Sullivan currently holds.
No. Congressional disclosures report each trade as a bracket, such as $1,001 to $15,000, rather than an exact amount. The largest bracket on this record is $250,001 - $500,000. Adding brackets together produces a made-up number, so we do not publish a portfolio total.
Source: periodic transaction reports filed with the Clerk of the House and the Senate Office of Public Records, the same public documents linked in the Filing column. Disclosures are reported with up to a 45-day delay and amounts are brackets, not exact figures. Past performance does not predict future results, and none of this is investment advice. See every member we track.