Jonathan Jackson

DemocratIL-House

Trades

54 buy / 38 sell

Buy Win Rate

46%

89 scored trades

Avg. Buy Return

-2.6%

Dollar-weighted avg

vs S&P 500

-13.0%

Same holding periods

Trading Performance

Based on 52 buys scored

Avg. Buy Return-2.6%

S&P 500 (same periods)+10.5%

Alpha vs S&P 500-13.0%

Buy Win Rate46%

Sell Timing38%

Buy / Sell Trades54 / 38

Buy/Sell Ratio1.4x

Returns compare each buy trade against SPY over the same holding period. Based on monthly price data. Congressional disclosures can be delayed up to 45 days. Not financial advice.

Smart Money ConvergenceView all

Stocks Jonathan traded that have confirmed institutional signals

IBMINTERNATIONAL BUSINESS MACHS

Sold62

3/4 signalsMixed

SHOPSHOPIFY INC

Sold60

3/4 signalsMixed

WELLWELLTOWER INC

Trade History

92 trades disclosed

All members

Date	Ticker	Type	Amount Range	Disclosure Delay
Feb 3, 2026	SHOP Shopify Inc. - Class A Subordinate	Sale	$1k - $15k	+37d
Feb 11, 2026	THC Tenet Healthcare Corporation	Sale	$1k - $15k	+29d
Feb 17, 2026	BK The Bank of New York Mellon	Buy	$1k - $15k	+23d
Feb 5, 2026	AMZN Amazon.com, Inc. - Common Stock	Buy	$1k - $15k	+35d
Feb 11, 2026	WELL Welltower Inc. Common Stock	Buy	$1k - $15k	+29d
Feb 4, 2026	BRCM Broadcom Corporation - Class A	Sale	$1k - $15k	+36d
Feb 11, 2026	AMZN Amazon.com, Inc. - Common Stock	Sale	$1k - $15k	+29d
Feb 4, 2026	C Citigroup, Inc. Common Stock (C)	Buy	$1k - $15k	+36d
Feb 11, 2026	C Citigroup, Inc. Common Stock (C)	Buy	$1k - $15k	+29d
Feb 5, 2026	C Citigroup, Inc. Common Stock (C)	Buy	$50k+	+35d
Feb 17, 2026	IBM International Business Machines	Sale	$50k+	+23d
Feb 5, 2026	PANW Palo Alto Networks, Inc. (PANW)	Sale	$50k+	+35d
Jan 13, 2026	TMUS T-Mobile US, Inc.	Sale	$50k - $100k	+41d
Jan 13, 2026	WMT Walmart Inc. - Common Stock (WMT) P	Buy	$50k+	+41d
Jan 22, 2026	VSAT ViaSat, Inc. - Common Stock (VSAT)	Buy	$50k+	+32d
Jan 30, 2026	SHOP Shopify Inc. - Class A Subordinate	Sale	$50k+	+24d
Jan 30, 2026	GEV GE Vernova Inc. Common Stock	Buy	$15k+	+24d
Jan 30, 2026	C Citigroup, Inc. Common Stock (C)	Buy	$15k+	+24d
Jan 22, 2026	CPNG Coupang, Inc. Class A Common Stock S	Sale	$15k+	+32d
Jan 20, 2026	HOOD Robinhood Markets, Inc. - Class A	Sale	$1k - $15k	+34d
Jan 16, 2026	PLTR Palantir Technologies Inc. - Class A	Sale	$15k+	+38d
Jan 20, 2026	JPM JP Morgan Chase & Co. Common	Buy	$1k - $15k	+34d
Dec 8, 2025	NFLX Netflix, Inc. - Common Stock (NFLX)	Sale	$50k+	+31d
Dec 10, 2025	MELI MercadoLibre, Inc. - Common Stock	Sale	$15k+	+29d
Dec 22, 2025	PLTR Palantir Technologies Inc. - Class A	Buy	$15k+	+17d
Dec 22, 2025	HOOD Robinhood Markets, Inc. - Class A	Sale	$15k+	+17d
Dec 8, 2025	SHOP Shopify Inc. - Class A Subordinate	Buy	$50k+	+31d
Dec 10, 2025	THC Tenet Healthcare Corporation	Buy	$15k+	+29d
Nov 11, 2025	TMUS T-Mobile US, Inc.	Sale	$1k - $15k	+24d
Nov 6, 2025	DOCS Doximity, Inc. Class A Common Stock S	Sale	$15k+	+29d
Nov 11, 2025	META Meta Platforms, Inc. - Class A	Sale	$1k - $15k	+24d
Nov 6, 2025	HOOD Robinhood Markets, Inc. - Class A	Buy	$15k+	+29d
Nov 11, 2025	STT State Street Corporation Common	Buy	$1k - $15k	+24d
Oct 6, 2025	SHOP Shopify Inc. - Class A Subordinate	Buy	$15k+	+35d
Oct 8, 2025	SHOP Shopify Inc. - Class A Subordinate	Buy	$1k - $15k	+33d
Oct 8, 2025	MCK McKesson Corporation Common	Sale	$1k - $15k	+33d
Oct 8, 2025	HOOD Robinhood Markets, Inc. - Class A	Buy	$15k+	+33d
Sep 3, 2025	THC Tenet Healthcare Corporation	Buy	$1k - $15k	+42d
Sep 5, 2025	HOOD Robinhood Markets, Inc. - Class A	Buy	$1k - $15k	+40d
Sep 2, 2025	ARM Arm Holdings plc - American	Sale	$1k - $15k	+43d
Aug 25, 2025	DOCS Doximity, Inc. Class A Common Stock P	Buy	$15k+	+29d
Aug 13, 2025	IBM International Business Machines	Sale	$1k - $15k	+41d
Mar 3, 2025	TMUS T-Mobile US, Inc.	Buy	$1k - $15k	+175d Late
Mar 3, 2025	AMZN Amazon.com, Inc. - Common Stock	Buy	$1k - $15k	+175d Late
Mar 24, 2025	AMZN Amazon.com, Inc. - Common Stock	Buy	$1k - $15k	+154d Late
Apr 23, 2025	AMZN Amazon.com, Inc. - Common Stock	Buy	$1k - $15k	+124d Late
Jul 17, 2025	ARM Arm Holdings plc - American	Buy	$1k - $15k	+39d
Mar 3, 2025	CHD Church & Dwight Company, Inc.	Buy	$1k - $15k	+175d Late
Mar 24, 2025	CHD Church & Dwight Company, Inc.	Buy	$1k - $15k	+154d Late
Apr 23, 2025	CHD Church & Dwight Company, Inc.	Buy	$1k - $15k	+124d Late
May 5, 2025	CHD Church & Dwight Company, Inc.	Sale	$1k - $15k	+112d Late
May 21, 2025	LLY Eli Lilly and Company Common Stock S	Sale	$1k - $15k	+96d Late
Apr 23, 2025	LLY Eli Lilly and Company Common Stock P	Buy	$1k - $15k	+124d Late
Apr 7, 2025	GS Goldman Sachs Group, Inc.	Sale	$1k - $15k	+140d Late
Mar 3, 2025	GS Goldman Sachs Group, Inc.	Buy	$1k - $15k	+175d Late
Mar 24, 2025	GS Goldman Sachs Group, Inc.	Buy	$1k - $15k	+154d Late
May 21, 2025	International Business Machines	Buy	$1k - $15k	+96d Late
Mar 3, 2025	KKR KKR & Co. Inc. Common Stock (KKR) P	Buy	$1k - $15k	+175d Late
Mar 24, 2025	KKR KKR & Co. Inc. Common Stock (KKR) P	Buy	$1k - $15k	+154d Late
Apr 4, 2025	KKR KKR & Co. Inc. Common Stock (KKR) S	Sale	$1k - $15k	+143d Late
Mar 3, 2025	MCK McKesson Corporation Common	Buy	$1k - $15k	+175d Late
Mar 24, 2025	MCK McKesson Corporation Common	Buy	$1k - $15k	+154d Late
Apr 23, 2025	MCK McKesson Corporation Common	Buy	$1k - $15k	+124d Late
Mar 3, 2025	META Meta Platforms, Inc. - Class A	Buy	$1k - $15k	+175d Late
Mar 24, 2025	META Meta Platforms, Inc. - Class A	Buy	$1k - $15k	+154d Late
Mar 3, 2025	PANW Palo Alto Networks, Inc. (PANW)	Buy	$1k - $15k	+175d Late
Mar 17, 2025	PANW Palo Alto Networks, Inc. (PANW)	Sale	$1k - $15k	+161d Late
Mar 24, 2025	TMUS T-Mobile US, Inc.	Buy	$1k - $15k	+154d Late
Apr 23, 2025	TMUS T-Mobile US, Inc.	Buy	$1k - $15k	+124d Late
Mar 17, 2025	WMB Williams Companies, Inc. (WMB)	Buy	$1k - $15k	+161d Late
Mar 24, 2025	WMB Williams Companies, Inc. (WMB)	Buy	$1k - $15k	+154d Late
Apr 23, 2025	WMB Williams Companies, Inc. (WMB)	Sale	$1k - $15k	+124d Late
Jun 3, 2025	LLY Eli Lilly and Company Common Stock S	Sale	$15k+	+41d
Jun 3, 2025	IBM International Business Machines	Buy	$15k+	+41d
May 7, 2025	LIN Linde plc - Ordinary Shares (LIN)	Sale	$50k+	+37d
May 14, 2025	IBM International Business Machines	Buy	$50k+	+30d
May 14, 2025	CHD Church & Dwight Company, Inc.	Sale	$15k+	+30d
Apr 21, 2025	LLY Eli Lilly and Company Common Stock P	Buy	$15k+	+22d
Apr 16, 2025	AMZN Amazon.com, Inc. - Common Stock	Sale	$15k+	+27d
Apr 10, 2025	ARMK Aramark Common Stock (ARMK)	Sale	$15k+	+33d
Apr 21, 2025	GOOGL Alphabet Inc. - Class A Common	Sale	$15k+	+22d
Apr 16, 2025	NFLX Netflix, Inc. - Common Stock (NFLX)	Buy	$50k+	+27d
Apr 10, 2025	MSFT Microsoft Corporation - Common	Sale	$50k+	+33d
Apr 16, 2025	META Meta Platforms, Inc. - Class A	Sale	$1k - $15k	+27d
Mar 4, 2025	MSFT Microsoft Corporation - Common	Sale	$1k - $15k	+35d
Mar 28, 2025	ILLINOIS WESLEYAN UNIV FIN	Buy	$15k+	+11d
Mar 11, 2025	CRM Salesforce, Inc. Common Stock	Sale	$15k+	+28d
Mar 4, 2025	MCK McKesson Corporation Common	Buy	$1k - $15k	+35d
Dec 16, 2024	ORLY O'Reilly Automotive, Inc. - Common	Buy	$15k+	+31d
Dec 16, 2024	GD General Dynamics Corporation	Sale	$15k+	+31d
Dec 9, 2024	TIMB TIM S.A. American Depositary Shares S	Sale	$15k+	+38d
Dec 9, 2024	META Meta Platforms, Inc. - Class A	Buy	$1k - $15k	+38d

Trade data sourced from House Financial Disclosures and Senate STOCK Act reports. Disclosure delays up to 45 days are permitted by law.

Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer