Shelley Moore Capito
Buy what Shelley Moore Capito discloses buying, one unit of capital per purchase, entered at the first close after the disclosure becomes public. A disclosed sale closes every open lot of that ticker.
Hypothetical performance summary
- Cumulative return
- +67.74%
- SPY over the same window
- +34.64%
- RSP over the same window
- +26.51%
- Excess vs SPY
- +33.0947 pp
- Excess vs RSP
- +41.2285 pp
- Entries
- 34
- Hypothetical history
- 539 days
This rule +67.74% · SPY +34.64% · RSP +26.51% over the same window.
Trade log
Every disclosure this rule saw — 154 records, including the 0 it could not act on and why. Each row links to the filing it came from.
| Ticker | Disclosed | Transacted | Entry | Exit | Return | Outcome |
|---|---|---|---|---|---|---|
| MSFT | 2025-02-12 | 2025-01-03 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| AFL | 2025-02-12 | 2025-01-17 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| AAPL | 2025-02-12 | 2025-01-17 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| BLK | 2025-02-12 | 2025-01-17 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| CB | 2025-02-12 | 2025-01-17 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| ITW | 2025-02-12 | 2025-01-17 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| JPM | 2025-02-12 | 2025-01-17 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| LOW | 2025-02-12 | 2025-01-17 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| MSFT | 2025-02-12 | 2025-01-17 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| PSX | 2025-02-12 | 2025-01-17 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| GWW | 2025-02-12 | 2025-01-17 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| CEG | 2025-03-05 | 2025-02-04 | 2025-03-06 @ 207.69 | 2026-05-08 @ 303.63 | +46.19% | Closed by a disclosed sale |
| MSFT | 2025-03-05 | 2025-02-04 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| AAPL | 2025-03-05 | 2025-02-05 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| ABT | 2025-03-05 | 2025-02-24 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| ACN | 2025-03-05 | 2025-02-24 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| CMCSA | 2025-03-05 | 2025-02-24 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| META | 2025-03-05 | 2025-02-25 | 2025-03-06 @ 627.93 | 2026-08-27 @ 571.1 | −9.05% | Open at the as-of |
| CEG | 2025-04-09 | 2025-03-26 | 2025-04-10 @ 204.49 | 2026-05-08 @ 303.63 | +48.48% | Closed by a disclosed sale |
| META | 2025-04-09 | 2025-03-26 | 2025-04-10 @ 546.29 | 2026-08-27 @ 571.1 | +4.54% | Open at the as-of |
| CEG | 2025-04-10 | 2025-03-26 | 2025-04-11 @ 208.25 | 2026-05-08 @ 303.63 | +45.80% | Closed by a disclosed sale |
| META | 2025-04-10 | 2025-03-26 | 2025-04-11 @ 543.57 | 2026-08-27 @ 571.1 | +5.06% | Open at the as-of |
| NKE | 2025-05-06 | 2025-04-10 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| TGT | 2025-05-06 | 2025-04-11 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| GOOGL | 2025-05-06 | 2025-04-29 | 2025-05-07 @ 151.38 | 2026-01-06 @ 314.34 | +107.65% | Closed by a disclosed sale |
| NKE | 2025-05-07 | 2025-04-10 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| TGT | 2025-05-07 | 2025-04-11 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| GOOGL | 2025-05-07 | 2025-04-29 | 2025-05-08 @ 154.28 | 2026-01-06 @ 314.34 | +103.75% | Closed by a disclosed sale |
| GOOGL | 2025-06-12 | 2025-05-08 | 2025-06-13 @ 174.67 | 2026-01-06 @ 314.34 | +79.96% | Closed by a disclosed sale |
| GOOGL | 2025-06-13 | 2025-05-08 | 2025-06-16 @ 176.77 | 2026-01-06 @ 314.34 | +77.82% | Closed by a disclosed sale |
| ADI | 2025-07-03 | 2025-06-18 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| C | 2025-07-03 | 2025-06-18 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| XOM | 2025-07-03 | 2025-06-18 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| MSFT | 2025-07-03 | 2025-06-18 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| WFC | 2025-07-03 | 2025-06-18 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| UNH | 2025-07-03 | 2025-06-23 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| ADI | 2025-07-04 | 2025-06-18 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| XOM | 2025-07-04 | 2025-06-18 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| MSFT | 2025-07-04 | 2025-06-18 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| WFC | 2025-07-04 | 2025-06-18 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| UNH | 2025-07-04 | 2025-06-23 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| AXP | 2025-08-03 | 2025-07-01 | 2025-08-04 @ 298.59 | 2026-08-27 @ 334.16 | +11.91% | Open at the as-of |
| CB | 2025-08-03 | 2025-07-17 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| AFL | 2025-08-03 | 2025-07-18 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| AAPL | 2025-08-03 | 2025-07-18 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| AVGO | 2025-08-03 | 2025-07-18 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| JPM | 2025-08-03 | 2025-07-18 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| MSFT | 2025-08-03 | 2025-07-18 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| GOOGL | 2025-08-03 | 2025-07-29 | 2025-08-04 @ 195.04 | 2026-01-06 @ 314.34 | +61.17% | Closed by a disclosed sale |
| META | 2025-08-03 | 2025-07-29 | 2025-08-04 @ 776.37 | 2026-08-27 @ 571.1 | −26.44% | Open at the as-of |
| PPG | 2025-08-03 | 2025-07-30 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| CL | 2025-08-03 | 2025-07-31 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| GD | 2025-08-03 | 2025-07-31 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| PPG | 2025-08-03 | 2025-07-31 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| AXP | 2025-08-04 | 2025-07-01 | 2025-08-05 @ 296.64 | 2026-08-27 @ 334.16 | +12.65% | Open at the as-of |
| CB | 2025-08-04 | 2025-07-17 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| AFL | 2025-08-04 | 2025-07-18 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| AAPL | 2025-08-04 | 2025-07-18 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| AVGO | 2025-08-04 | 2025-07-18 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| JPM | 2025-08-04 | 2025-07-18 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| MSFT | 2025-08-04 | 2025-07-18 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| GOOGL | 2025-08-04 | 2025-07-29 | 2025-08-05 @ 194.67 | 2026-01-06 @ 314.34 | +61.47% | Closed by a disclosed sale |
| META | 2025-08-04 | 2025-07-29 | 2025-08-05 @ 763.46 | 2026-08-27 @ 571.1 | −25.20% | Open at the as-of |
| PPG | 2025-08-04 | 2025-07-30 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| CL | 2025-08-04 | 2025-07-31 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| GD | 2025-08-04 | 2025-07-31 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| PPG | 2025-08-04 | 2025-07-31 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| PLD | 2025-09-02 | 2025-08-01 | 2025-09-03 @ 110.95 | 2026-08-27 @ 141.85 | +27.85% | Open at the as-of |
| SHW | 2025-09-02 | 2025-08-01 | 2025-09-03 @ 363.03 | 2026-08-27 @ 345.21 | −4.91% | Open at the as-of |
| BLK | 2025-09-02 | 2025-08-04 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| PLD | 2025-09-03 | 2025-08-01 | 2025-09-04 @ 112.61 | 2026-08-27 @ 141.85 | +25.97% | Open at the as-of |
| SHW | 2025-09-03 | 2025-08-01 | 2025-09-04 @ 365.78 | 2026-08-27 @ 345.21 | −5.62% | Open at the as-of |
| BLK | 2025-09-03 | 2025-08-04 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| AAPL | 2025-10-04 | 2025-09-18 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| MSFT | 2025-10-04 | 2025-09-18 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| AAPL | 2025-10-05 | 2025-09-18 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| MSFT | 2025-10-05 | 2025-09-18 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| CVX | 2025-11-03 | 2025-10-17 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| COST | 2025-11-03 | 2025-10-17 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| LOW | 2025-11-03 | 2025-10-20 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| LOW | 2025-11-03 | 2025-10-21 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| PAYX | 2025-11-03 | 2025-10-21 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| MSFT | 2025-11-03 | 2025-10-22 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| LLY | 2025-11-03 | 2025-10-24 | 2025-11-04 @ 906.86 | 2026-08-27 @ 1176.1 | +29.69% | Open at the as-of |
| IBM | 2025-11-03 | 2025-10-29 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| MSFT | 2025-11-03 | 2025-10-29 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| CVX | 2025-11-04 | 2025-10-17 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| COST | 2025-11-04 | 2025-10-17 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| LOW | 2025-11-04 | 2025-10-20 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| LOW | 2025-11-04 | 2025-10-21 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| PAYX | 2025-11-04 | 2025-10-21 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| MSFT | 2025-11-04 | 2025-10-22 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| LLY | 2025-11-04 | 2025-10-24 | 2025-11-05 @ 925.81 | 2026-08-27 @ 1176.1 | +27.03% | Open at the as-of |
| C | 2025-11-04 | 2025-10-29 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| IBM | 2025-11-04 | 2025-10-29 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| MSFT | 2025-11-04 | 2025-10-29 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| LOW | 2025-12-03 | 2025-11-13 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| META | 2025-12-03 | 2025-11-13 | 2025-12-04 @ 661.53 | 2026-08-27 @ 571.1 | −13.67% | Open at the as-of |
| PAYX | 2025-12-03 | 2025-11-13 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| LOW | 2025-12-04 | 2025-11-13 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| META | 2025-12-04 | 2025-11-13 | 2025-12-05 @ 673.42 | 2026-08-27 @ 571.1 | −15.19% | Open at the as-of |
| PAYX | 2025-12-04 | 2025-11-13 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| K | 2026-01-05 | 2025-12-11 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| GOOGL | 2026-01-05 | 2025-12-16 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| AAPL | 2026-01-05 | 2025-12-16 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| MSFT | 2026-01-05 | 2025-12-16 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| K | 2026-01-06 | 2025-12-11 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| GOOGL | 2026-01-06 | 2025-12-16 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| AAPL | 2026-01-06 | 2025-12-16 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| MSFT | 2026-01-06 | 2025-12-16 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| SBUX | 2026-02-04 | 2026-01-28 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| SBUX | 2026-02-05 | 2026-01-28 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| GOOGL | 2026-03-04 | 2026-02-09 | 2026-03-05 @ 300.88 | 2026-08-27 @ 340.65 | +13.22% | Open at the as-of |
| AVGO | 2026-03-04 | 2026-02-09 | 2026-03-05 @ 332.77 | 2026-05-08 @ 430 | +29.22% | Closed by a disclosed sale |
| GOOGL | 2026-03-04 | 2026-02-09 | 2026-03-05 @ 300.88 | 2026-08-27 @ 340.65 | +13.22% | Open at the as-of |
| AVGO | 2026-03-04 | 2026-02-09 | 2026-03-05 @ 332.77 | 2026-05-08 @ 430 | +29.22% | Closed by a disclosed sale |
| ADI | 2026-03-04 | 2026-02-10 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| BLK | 2026-03-04 | 2026-02-10 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| ADI | 2026-03-04 | 2026-02-10 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| BLK | 2026-03-04 | 2026-02-10 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| PAYX | 2026-03-04 | 2026-02-20 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| PAYX | 2026-03-04 | 2026-02-20 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| ITW | 2026-03-04 | 2026-02-24 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| ITW | 2026-03-04 | 2026-02-24 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| AXP | 2026-04-05 | 2026-03-11 | 2026-04-06 @ 305.73 | 2026-08-27 @ 334.16 | +9.30% | Open at the as-of |
| AXP | 2026-04-05 | 2026-03-11 | 2026-04-06 @ 305.73 | 2026-08-27 @ 334.16 | +9.30% | Open at the as-of |
| PNC | 2026-04-05 | 2026-03-12 | 2026-04-06 @ 213.14 | 2026-08-27 @ 243.51 | +14.25% | Open at the as-of |
| PNC | 2026-04-05 | 2026-03-12 | 2026-04-06 @ 213.14 | 2026-08-27 @ 243.51 | +14.25% | Open at the as-of |
| FDS | 2026-04-05 | 2026-03-25 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| FDS | 2026-04-05 | 2026-03-25 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| FDS | 2026-04-05 | 2026-03-26 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| FDS | 2026-04-05 | 2026-03-26 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| FDS | 2026-04-05 | 2026-03-31 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| FDS | 2026-04-05 | 2026-03-31 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| MA | 2026-04-12 | 2026-03-28 | 2026-04-13 @ 508.58 | 2026-08-27 @ 591.73 | +16.35% | Open at the as-of |
| MA | 2026-04-12 | 2026-03-28 | 2026-04-13 @ 508.58 | 2026-08-27 @ 591.73 | +16.35% | Open at the as-of |
| AVGO | 2026-05-07 | 2026-04-13 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| AVGO | 2026-05-07 | 2026-04-13 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| AAPL | 2026-05-07 | 2026-04-17 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| CEG | 2026-05-07 | 2026-04-17 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| AAPL | 2026-05-07 | 2026-04-17 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| CEG | 2026-05-07 | 2026-04-17 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| C | 2026-07-06 | 2026-06-16 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| C | 2026-07-06 | 2026-06-16 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| AAPL | 2026-08-04 | 2026-07-21 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| CSCO | 2026-08-04 | 2026-07-21 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| INTC | 2026-08-04 | 2026-07-21 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| MSFT | 2026-08-04 | 2026-07-21 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| KO | 2026-08-04 | 2026-07-21 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| AAPL | 2026-08-04 | 2026-07-21 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| CSCO | 2026-08-04 | 2026-07-21 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| INTC | 2026-08-04 | 2026-07-21 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| MSFT | 2026-08-04 | 2026-07-21 | — | — | — | A disclosed sale — closes every open lot of this ticker. |
| KO | 2026-08-04 | 2026-07-21 | — | — | — | A disclosed sale — closes every open lot of this ticker. |