Did Dean Phillips beat the market?

Copying Dean Phillips's disclosed stock trades 3 days after each filing returned +9.3% a year on the days the money was invested, against +14.4% for the S&P 500 over the same days: 5.1 percentage points behind the index. This is a hypothetical backtest from 2019-02-18 to 2026-11-09, not investment advice.

How many stock trades has Dean Phillips disclosed?

Dean Phillips disclosed 991 stock transactions between 2019-02-18 and 2024-08-01: 486 purchases and 505 sales.

Which stocks does Dean Phillips trade most?

The most traded stocks in Dean Phillips's filings are SCHW (16), EBAY (15) and UNH (14), by number of transactions.

How quickly does Dean Phillips report trades?

The median filing came 32 days after the trade. 41 of 997 filings arrived after the 45-day deadline.

Dean Phillips stock trades

Dean Phillips is a member of the U.S. House (Democrat, MN). Filings in this dataset run from 2019-02-18 to 2024-08-01 and list 991 stock transactions: 486 purchases and 505 sales. The median filing came 32 days after the trade; 41 of 997 were filed after the 45-day deadline.

Backtest copying Dean Phillips this year

991transactions

486purchases

505sales

32 dmedian delay to file

What copying Dean Phillips would have returned

$10,000 invested on 2019-02-18, buying and selling the same stocks 3 days after each filing became public, ended at $22,232 on 2026-11-09. The same money in the S&P 500 (SPY) ended at $28,386.

That headline is diluted by cash: on average only 97% of the money was invested, because the portfolio holds a few small positions. On the 1,941 days it did hold stocks, the copied holdings returned +9.3% a year against +14.4% for the S&P 500 over the same days: 5.1 percentage points behind the index.

+9.3%copied holdings, per year

+14.4%S&P 500, same days

97%avg share invested

72trades executed

Value of the whole copy portfolio including cash (teal) and of the same money in SPY (red), sampled across the period. Green dots are copied purchases and red dots copied sales (at most 300 are drawn).

Gain or loss by month

Monthly return of the whole copy portfolio, cash included. Green months gained, red months lost; darker means a bigger move. Grey months had no change.

645 copy orders were not placed (no price history, no cash left or the position limit was reached) and 160 disclosed lines could not be copied at all (no ticker, options, bonds). Hypothetical result computed 2026-11-09 with data through 2026-11-09; see the methodology. Not investment advice.

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Activity by year

Transactions by the year the report was filed.

Trades by month

Disclosed stock and fund transactions by the month the report was filed; darker means more.

By year: 2021 · 2020 · 2019

Most traded stocks

Stock	Trades	Buys	Sales
SCHW Charles Schwab Corporation	16	11	5
EBAY eBay Inc. (NASDAQ)	15	1	14
UNH UnitedHealth Group Incorporated Common Stock	14	5	9
WFC Wells Fargo & Company Common Stock	13	6	7
FOXA Twenty-First Century Fox, Inc. (NASDAQ)	13	6	7
LUV Southwest Airlines Company Common Stock	12	9	3
CMCSA Comcast Corporation - Class A Common Stock	12	11	1
SWK Stanley Black & Decker Inc	11	0	11
PM Philip Morris International Inc Common Stock	11	5	6
ETN Eaton Corporation, PLC Ordinary Shares	11	10	1
CERN Cerner Corporation	11	1	10
BKNG Booking Holdings Inc. - Common Stock	11	8	3
ACN Accenture plc Class A Ordinary Shares	11	0	11
PPG PPG Industries, Inc. Common Stock	10	5	5
NTRS Northern Trust Corp	10	9	1

Disclosed transactions

Download stock and fund transactions as CSV · Compare Dean Phillips with another member

Filed	Traded	Type	Asset	Amount	Filing
2020-03-12	2020-02-28	Buy	PHG Koninklijke Philips NV Sponsored ADR (PHG)	$1,001 - $15,000 c	Source
2020-03-12	2020-02-28	Buy	L Loews Corporation (L)	$1,001 - $15,000 c	Source
2020-03-12	2020-02-28	Buy	KSS Kohl's Corporation	$1,001 - $15,000 c	Source
2020-03-12	2020-02-28	Sale	KHC The Kraft Heinz Company - Common Stock	$1,001 - $15,000 c	Source
2020-03-12	2020-02-28	Buy	HRB H&R block, Inc.	$1,001 - $15,000 c	Source
2020-03-12	2020-02-28	Partial sale	GLW Corning Incorporated Common Stock	$1,001 - $15,000 c	Source
2020-03-12	2020-02-28	Buy	CNP CenterPoint Energy, Inc	$1,001 - $15,000 c	Source
2020-03-12	2020-02-28	Buy	CMA Comerica Incorporated	$1,001 - $15,000 c	Source
2020-03-12	2020-02-28	Sale	AOS A.O. Smith Corporation Common Stock	$1,001 - $15,000 c	Source
2020-03-12	2020-02-28	Buy	ADS alliance Data Systems Corporation	$1,001 - $15,000 c	Source
2020-03-12	2020-02-28	Partial sale	aercap Holdings NV VaR Rt 10/10/2079 dtd...	$1,001 - $15,000 b	Source
2020-03-12	2020-02-27	Buy	BKNG Booking Holdings Inc. - Common Stock	$1,001 - $15,000 e	Source
2020-03-12	2020-02-27	Partial sale	CERN Cerner Corporation	$1,001 - $15,000 b	Source
2020-03-12	2020-02-26	Partial sale	CERN Cerner Corporation	$1,001 - $15,000 b	Source
2020-03-12	2020-02-26	Partial sale	Discover Finl svs Var Rt Perp Mat dtd...	$1,001 - $15,000 b	Source
2020-03-12	2020-02-25	Buy	Viacom Inc Var Rt 02/28/2057 dtd 02/28/2017 [Cs]	$1,001 - $15,000 c	Source
2020-03-12	2020-02-24	Buy	SCHW Charles Schwab Corporation	$1,001 - $15,000 g	Source
2020-03-12	2020-02-24	Buy	WFC Wells Fargo & Company Common Stock	$1,001 - $15,000 e	Source
2020-03-12	2020-02-24	Buy	LUV Southwest Airlines Company Common Stock	$1,001 - $15,000 c	Source
2020-03-12	2020-02-21	Partial sale	Wachovia Cap TR III Var Rt Perp Mat dtd...	$1,001 - $15,000 g	Source
2020-03-12	2020-02-21	Buy	WFC Wells Fargo & Company Common Stock	$1,001 - $15,000 c	Source
2020-03-12	2020-02-21	Buy	WFC Wells Fargo & Company Common Stock	$1,001 - $15,000 c	Source
2020-03-12	2020-02-21	Buy	PHG Koninklijke Philips NV Sponsored ADR (PHG)	$1,001 - $15,000 c	Source
2020-03-12	2020-02-20	Partial sale	Wachovia Cap TR III Var Rt Perp Mat dtd...	$1,001 - $15,000 g	Source
2020-03-12	2020-02-20	Buy	WFC Wells Fargo & Company Common Stock	$1,001 - $15,000 c	Source
2020-03-12	2020-02-19	Buy	Wichita Ks Water & sewer util Rev Ref-...	$15,001 - f $50,000	Source
2020-03-12	2020-02-19	Partial sale	Truist Fin Corp Var Rt Perp Mat dtd...	$15,001 - f $50,000	Source
2020-03-12	2020-02-19	Buy	Truist Fin Corp Var Rt Perp Mat dtd...	$15,001 - d $50,000	Source
2020-03-12	2020-02-18	Sale	lake Travis TX Indep sch Dist Perm sch...	$15,001 - c $50,000	Source
2020-03-12	2020-02-14	Buy	PHG Koninklijke Philips NV Sponsored ADR (PHG)	$1,001 - $15,000 g	Source
2020-03-12	2020-02-14	Partial sale	CERN Cerner Corporation	$1,001 - $15,000 f	Source
2020-03-12	2020-02-13	Buy	PHG Koninklijke Philips NV Sponsored ADR (PHG)	$1,001 - $15,000 c	Source
2020-03-12	2020-02-12	Buy	aT&T Inc PFD [Cs]	$15,001 - e $50,000	Source
2020-03-12	2020-02-12	Partial sale	goldman sachs group, Inc Var Rt...	$15,001 - d $50,000	Source
2020-03-12	2020-02-10	Partial sale	BRK.B Berkshire Hathaway Inc. New Common Stock	$15,001 - e $50,000	Source
2020-03-12	2020-02-10	Partial sale	UNH UnitedHealth Group Incorporated Common Stock	$1,001 - $15,000 g	Source
2020-03-12	2020-02-10	Partial sale	UL Unilever plc (NYSE)	$1,001 - $15,000 g	Source
2020-03-12	2020-02-10	Partial sale	TJX TJX Companies, Inc.	$1,001 - $15,000 g	Source
2020-03-12	2020-02-10	Partial sale	PPG PPG Industries, Inc. Common Stock	$1,001 - $15,000 g	Source
2020-03-12	2020-02-10	Partial sale	NTRS Northern Trust Corp	$1,001 - $15,000 g	Source
2020-03-12	2020-02-10	Partial sale	MAS Masco Corporation	$1,001 - $15,000 g	Source
2020-03-12	2020-02-10	Partial sale	JPM JP Morgan Chase & Co. Common Stock	$1,001 - $15,000 g	Source
2020-03-12	2020-02-10	Partial sale	ETN Eaton Corporation, PLC Ordinary Shares	$1,001 - $15,000 g	Source
2020-03-12	2020-02-10	Partial sale	DG Dollar General Corporation Common Stock	$1,001 - $15,000 g	Source
2020-03-12	2020-02-10	Partial sale	CMCSA Comcast Corporation - Class A Common Stock	$1,001 - $15,000 g	Source
2020-03-12	2020-02-10	Partial sale	CERN Cerner Corporation	$1,001 - $15,000 g	Source
2020-03-12	2020-02-10	Partial sale	CB Chubb Limited Common Stock	$1,001 - $15,000 g	Source
2020-03-12	2020-02-10	Partial sale	PCAR PACCAR Inc. (NASDAQ)	$1,001 - $15,000 f	Source
2020-03-12	2020-02-10	Partial sale	HON Honeywell International Inc.	$1,001 - $15,000 f	Source
2020-03-12	2020-02-10	Partial sale	DGX Quest Diagnostics Incorporated Common Stock	$1,001 - $15,000 f	Source
2020-03-12	2020-02-10	Partial sale	BKNG Booking Holdings Inc. - Common Stock	$1,001 - $15,000 f	Source
2020-03-12	2020-02-10	Partial sale	NSRGY NESTLE S.A S/ADR	$1,001 - $15,000 e	Source
2020-03-12	2020-02-10	Partial sale	EXPD Expeditors International of Washington,...	$1,001 - $15,000 e	Source
2020-03-12	2020-02-10	Partial sale	SNNUF smith & Nephew Plc ord ordinary shares	$1,001 - $15,000 d	Source
2020-03-12	2020-02-10	Partial sale	SCHW Charles Schwab Corporation	$1,001 - $15,000 d	Source
2020-03-12	2020-02-10	Partial sale	SLB Schlumberger N.V. Common Stock	$1,001 - $15,000 c	Source
2020-03-12	2020-02-10	Partial sale	NTR Nutrien Ltd	$1,001 - $15,000 c	Source
2020-03-12	2020-02-10	Partial sale	LUV Southwest Airlines Company Common Stock	$1,001 - $15,000 c	Source
2020-03-12	2020-02-10	Partial sale	HDS HD Supply Holdings, Inc.	$1,001 - $15,000 c	Source
2020-03-12	2020-02-10	Partial sale	DLTR Dollar Tree, Inc. - Common Stock	$1,001 - $15,000 c	Source
2020-03-12	2020-02-10	Partial sale	TEL TE Connectivity plc Ordinary Shares	$1,001 - $15,000 b	Source
2020-03-12	2020-02-10	Partial sale	PEP Pepsico, Inc.	$1,001 - $15,000 b	Source
2020-03-12	2020-02-10	Partial sale	OMC Omnicom Group Inc. Common Stock	$1,001 - $15,000 b	Source
2020-03-12	2020-02-10	Partial sale	ACN Accenture plc Class A Ordinary Shares	$1,001 - $15,000 b	Source
2020-02-07	2020-01-28	Partial sale	JPM JP Morgan Chase & Co. Common Stock	$1,001 - $15,000 g	Source
2020-02-07	2020-01-28	Buy	BKNG Booking Holdings Inc. - Common Stock	$1,001 - $15,000 e	Source
2020-02-07	2020-01-27	Partial sale	JPM JP Morgan Chase & Co. Common Stock	$1,001 - $15,000 g	Source
2020-02-07	2020-01-27	Buy	BKNG Booking Holdings Inc. - Common Stock	$1,001 - $15,000 d	Source
2020-02-07	2020-01-23	Buy	goldman sachs group Inc. Var Rt Perp Mat...	$1,001 - $15,000 f	Source
2020-02-07	2020-01-22	Buy	SYF Synchrony Financial Common Stock	$1,001 - $15,000 d	Source
2020-02-07	2020-01-17	Buy	DGX Quest Diagnostics Incorporated Common Stock	$1,001 - $15,000 g	Source
2020-02-07	2020-01-17	Partial sale	SCHW Charles Schwab Corporation	$1,001 - $15,000 c	Source
2020-02-07	2020-01-15	Buy	WFC Wells Fargo & Company Common Stock	$1,001 - $15,000 g	Source
2020-02-07	2020-01-15	Partial sale	TJX TJX Companies, Inc.	$1,001 - $15,000 g	Source
2020-02-07	2020-01-15	Buy	NTRS Northern Trust Corp	$1,001 - $15,000 g	Source
2020-02-07	2020-01-15	Partial sale	WFC Wells Fargo & Company Common Stock	$1,001 - $15,000 c	Source
2020-02-07	2020-01-14	Buy	NTRS Northern Trust Corp	$1,001 - $15,000 f	Source
2020-02-07	2020-01-13	Sale	SWK Stanley Black & Decker Inc	$1,001 - $15,000 e	Source
2020-02-07	2020-01-10	Buy	ETN Eaton Corporation, PLC Ordinary Shares	$1,001 - $15,000 f	Source
2020-02-07	2020-01-10	Partial sale	PEP Pepsico, Inc.	$1,001 - $15,000 e	Source
2020-02-07	2020-01-10	Partial sale	SWK Stanley Black & Decker Inc	$1,001 - $15,000 c	Source
2020-02-07	2020-01-09	Partial sale	NSRGY NESTLE S.A S/ADR	$1,001 - $15,000 g	Source
2020-02-07	2020-01-09	Buy	LUV Southwest Airlines Company Common Stock	$1,001 - $15,000 g	Source
2020-02-07	2020-01-09	Buy	CMCSA Comcast Corporation - Class A Common Stock	$1,001 - $15,000 g	Source
2020-02-07	2020-01-09	Partial sale	ACN Accenture plc Class A Ordinary Shares	$1,001 - $15,000 g	Source
2020-02-07	2020-01-09	Buy	SCHW Charles Schwab Corporation	$1,001 - $15,000 c	Source
2020-02-07	2020-01-09	Buy	ETN Eaton Corporation, PLC Ordinary Shares	$1,001 - $15,000 c	Source
2020-02-07	2020-01-09	Partial sale	DG Dollar General Corporation Common Stock	$1,001 - $15,000 c	Source
2020-02-07	2020-01-09	Partial sale	PPG PPG Industries, Inc. Common Stock	$1,001 - $15,000 b	Source
2020-02-07	2020-01-08	Partial sale	SCHW Charles Schwab Corporation	$1,001 - $15,000 g	Source
2020-02-07	2020-01-08	Partial sale	DG Dollar General Corporation Common Stock	$1,001 - $15,000 g	Source
2020-02-07	2020-01-08	Buy	CMCSA Comcast Corporation - Class A Common Stock	$1,001 - $15,000 g	Source
2020-02-07	2020-01-08	Partial sale	NSRGY NESTLE S.A S/ADR	$1,001 - $15,000 f	Source
2020-02-07	2020-01-08	Buy	ETN Eaton Corporation, PLC Ordinary Shares	$1,001 - $15,000 f	Source
2020-02-07	2020-01-08	Buy	LUV Southwest Airlines Company Common Stock	$1,001 - $15,000 e	Source
2020-02-07	2020-01-08	Buy	SCHW Charles Schwab Corporation	$1,001 - $15,000 c	Source
2020-02-07	2020-01-08	Partial sale	PPG PPG Industries, Inc. Common Stock	$1,001 - $15,000 c	Source
2020-02-07	2020-01-08	Partial sale	ACN Accenture plc Class A Ordinary Shares	$1,001 - $15,000 c	Source
2020-02-07	2020-01-08	Partial sale	SWK Stanley Black & Decker Inc	$1,001 - $15,000 b	Source
2020-02-07	2020-01-07	Partial sale	NSRGY NESTLE S.A S/ADR	$1,001 - $15,000 g	Source

Other members from MN

Kelly Louise Morrison Democrat, 121 trades
Tina Smith Democrat, 45 trades

Members who trade the same stocks

Gilbert Cisneros Democrat, 191 stocks in common
Alan Armstrong Republican, 142 stocks in common
K. Michael Conaway Republican, 116 stocks in common
Daniel Goldman Democrat, 103 stocks in common
Rob Bresnahan Republican, 102 stocks in common
Lisa McClain Republican, 98 stocks in common
Josh Gottheimer Democrat, 96 stocks in common
Lois Frankel Democrat, 95 stocks in common

Common questions

Did Dean Phillips beat the market?: Copying Dean Phillips's disclosed stock trades 3 days after each filing returned +9.3% a year on the days the money was invested, against +14.4% for the S&P 500 over the same days: 5.1 percentage points behind the index. This is a hypothetical backtest from 2019-02-18 to 2026-11-09, not investment advice.
How many stock trades has Dean Phillips disclosed?: Dean Phillips disclosed 991 stock transactions between 2019-02-18 and 2024-08-01: 486 purchases and 505 sales.
Which stocks does Dean Phillips trade most?: The most traded stocks in Dean Phillips's filings are SCHW (16), EBAY (15) and UNH (14), by number of transactions.
How quickly does Dean Phillips report trades?: The median filing came 32 days after the trade. 41 of 997 filings arrived after the 45-day deadline.

Atom feed of Dean Phillips's new filings