Congress Watch

William Cassidy stock trades

William Cassidy is a member of the U.S. Senate (Republican, LA). Filings in this dataset run from 2015-08-20 to 2020-12-08 and list 208 stock transactions: 91 purchases and 117 sales. The median filing came 32 days after the trade; 58 of 208 were filed after the 45-day deadline.

Backtest copying William Cassidy this year

208transactions
91purchases
117sales
32 dmedian delay to file

What copying William Cassidy would have returned

$10,000 invested on 2015-08-20, buying and selling the same stocks 3 days after each filing became public, ended at $22,817 on 2026-11-09. The same money in the S&P 500 (SPY) ended at $38,811.

That headline is diluted by cash: on average only 47% of the money was invested, because the portfolio holds a few small positions. On the 2,820 days it did hold stocks, the copied holdings returned +14.0% a year against +13.3% for the S&P 500 over the same days: 0.7 percentage points ahead of the index.

+14.0%copied holdings, per year
+13.3%S&P 500, same days
47%avg share invested
119trades executed
Value of $10,000 copying William Cassidy versus the S&P 5007,49116,24925,00733,76542,5242015-082021-042026-11Copy portfolioS&P 500 (SPY)Buy OXY, 2015-08-24Buy CAT, 2015-08-31Buy IHE, 2015-08-31Buy AAPL, 2016-01-15Buy CMI, 2016-01-15Buy SLB, 2016-02-29Sell CAT, 2016-05-05Sell CMI, 2016-05-05Sell OXY, 2016-05-05Sell SLB, 2016-05-05Buy ABT, 2016-05-05Buy AFL, 2016-05-05Buy BLK, 2016-05-05Buy CSCO, 2016-05-05Buy DIS, 2016-05-05Buy EMR, 2016-05-05Buy JNJ, 2016-05-05Buy LOW, 2016-05-05Buy MSFT, 2016-05-05Buy NSC, 2016-05-05Buy NVS, 2016-05-05Buy PG, 2016-05-05Buy QCOM, 2016-05-05Buy SO, 2016-05-05Buy VFC, 2016-05-05Buy WMT, 2016-05-05Sell PG, 2016-08-01Sell SO, 2016-08-01Sell WMT, 2016-08-01Buy AAPL, 2016-10-10Sell JNJ, 2016-11-25Sell NSC, 2016-11-25Sell QCOM, 2016-11-25Buy AMGN, 2016-11-25Buy CVS, 2016-11-25Buy GWW, 2016-11-25Buy LOW, 2016-11-25Buy VFC, 2016-11-25Sell LOW, 2017-05-01Sell SO, 2017-05-01Buy FRT, 2017-05-01Sell AAPL, 2017-09-05Sell ABT, 2017-11-06Buy CVS, 2017-11-06Buy DIS, 2017-11-06Sell SLB, 2017-12-11Buy ABT, 2017-12-11Sell QCOM, 2017-12-15Sell SLB, 2017-12-15Buy IBM, 2017-12-15Sell AAPL, 2018-01-19Sell AAPL, 2018-02-16Sell IHE, 2018-02-16Sell BLK, 2018-05-18Sell CSCO, 2018-05-18Sell EMR, 2018-05-18Sell GWW, 2018-05-18Sell LOW, 2018-05-18Sell MSFT, 2018-05-18Sell VFC, 2018-05-18Buy AFL, 2018-05-18Buy CMCSA, 2018-05-18Buy CVS, 2018-05-18Buy IBM, 2018-05-18Buy PG, 2018-05-18Buy SBUX, 2018-05-18Buy UPS, 2018-05-18Buy XOM, 2018-05-18Sell ABT, 2018-10-29Buy CVS, 2018-10-29Buy DIS, 2018-10-29Buy AAPL, 2019-02-25Sell NVS, 2019-05-06Sell AMGN, 2019-08-12Sell CMCSA, 2019-08-12Sell CSCO, 2019-08-12Sell CVS, 2019-08-12Sell DIS, 2019-08-12Sell FRT, 2019-08-12Sell MSFT, 2019-08-12Sell NVS, 2019-08-12Sell PG, 2019-08-12Sell SBUX, 2019-08-12Sell WMT, 2019-08-12Sell XOM, 2019-08-12Buy AAPL, 2019-08-12Buy JPM, 2019-08-12Sell AAPL, 2020-03-30Sell AMGN, 2020-03-30Sell BLK, 2020-03-30Sell EMR, 2020-03-30Sell MSFT, 2020-03-30Sell PG, 2020-03-30Sell WMT, 2020-03-30Sell AAPL, 2020-09-21Sell CMCSA, 2020-09-21Sell CSCO, 2020-09-21Sell DIS, 2020-09-21Sell IBM, 2020-09-21Sell LOW, 2020-09-21Sell MSFT, 2020-09-21Sell SBUX, 2020-09-21Sell AAPL, 2020-10-16Sell NVS, 2020-11-23Sell AAPL, 2020-12-11Sell AMGN, 2020-12-11Sell BLK, 2020-12-11Sell CMCSA, 2020-12-11Sell CSCO, 2020-12-11Sell CVS, 2020-12-11Sell DIS, 2020-12-11Sell IBM, 2020-12-11Sell JPM, 2020-12-11Sell LOW, 2020-12-11Sell MSFT, 2020-12-11Sell PG, 2020-12-11Sell SBUX, 2020-12-11Sell UPS, 2020-12-11Sell WMT, 2020-12-11

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 copying William CassidyJanFebMarAprMayJunJulAugSepOctNovDec2026Jan 2026: -0.2%Feb 2026: +0.8%Mar 2026: -1.0%Apr 2026: +0.1%May 2026: -0.3%Jun 2026: +0.8%Jul 2026: +2.3%Aug 2026: -1.2%Sep 2026: -1.0%Oct 2026: +2.3%Nov 2026: -0.1%Dec 2026: no activity2025Jan 2025: +1.2%Feb 2025: +0.7%Mar 2025: -0.0%Apr 2025: -0.6%May 2025: -0.4%Jun 2025: +0.6%Jul 2025: -1.0%Aug 2025: +1.3%Sep 2025: +0.7%Oct 2025: -0.9%Nov 2025: +0.7%Dec 2025: -0.1%2024Jan 2024: +0.4%Feb 2024: -0.0%Mar 2024: +0.7%Apr 2024: -0.7%May 2024: +0.9%Jun 2024: -0.1%Jul 2024: +1.1%Aug 2024: +2.4%Sep 2024: +0.3%Oct 2024: -1.0%Nov 2024: +1.9%Dec 2024: -1.9%2023Jan 2023: +0.3%Feb 2023: -1.2%Mar 2023: -0.5%Apr 2023: +1.3%May 2023: -1.3%Jun 2023: +1.3%Jul 2023: +0.5%Aug 2023: +0.2%Sep 2023: +0.1%Oct 2023: -0.1%Nov 2023: +1.1%Dec 2023: +0.3%2022Jan 2022: +0.3%Feb 2022: -0.4%Mar 2022: +0.5%Apr 2022: -1.3%May 2022: +0.8%Jun 2022: -1.4%Jul 2022: +0.6%Aug 2022: +0.0%Sep 2022: -0.9%Oct 2022: +1.9%Nov 2022: +1.6%Dec 2022: +0.1%2021Jan 2021: +0.8%Feb 2021: +0.5%Mar 2021: +0.6%Apr 2021: +0.4%May 2021: +0.4%Jun 2021: -0.4%Jul 2021: +0.4%Aug 2021: +0.6%Sep 2021: -1.1%Oct 2021: +0.8%Nov 2021: -0.2%Dec 2021: +1.4%2020Jan 2020: -1.3%Feb 2020: -8.3%Mar 2020: -7.0%Apr 2020: +6.2%May 2020: +2.7%Jun 2020: +0.6%Jul 2020: +3.9%Aug 2020: +4.8%Sep 2020: -2.4%Oct 2020: -1.7%Nov 2020: +6.6%Dec 2020: +0.9%2019Jan 2019: +4.8%Feb 2019: +1.6%Mar 2019: +1.5%Apr 2019: +3.7%May 2019: -4.8%Jun 2019: +6.9%Jul 2019: +3.6%Aug 2019: -0.1%Sep 2019: +1.9%Oct 2019: +1.4%Nov 2019: +4.0%Dec 2019: +1.2%2018Jan 2018: +6.3%Feb 2018: -4.4%Mar 2018: -1.8%Apr 2018: +1.2%May 2018: +0.4%Jun 2018: -0.0%Jul 2018: +5.6%Aug 2018: +4.3%Sep 2018: +2.5%Oct 2018: -5.3%Nov 2018: +6.0%Dec 2018: -8.7%2017Jan 2017: +2.2%Feb 2017: +4.9%Mar 2017: +1.1%Apr 2017: +0.3%May 2017: -0.6%Jun 2017: +1.4%Jul 2017: +2.3%Aug 2017: +1.0%Sep 2017: +2.0%Oct 2017: +1.7%Nov 2017: +6.0%Dec 2017: +1.6%2016Jan 2016: -0.4%Feb 2016: +0.7%Mar 2016: +2.1%Apr 2016: +0.9%May 2016: +1.7%Jun 2016: +0.6%Jul 2016: +4.7%Aug 2016: -0.8%Sep 2016: +0.3%Oct 2016: -2.9%Nov 2016: +1.6%Dec 2016: +1.5%2015Jan 2015: no activityFeb 2015: no activityMar 2015: no activityApr 2015: no activityMay 2015: no activityJun 2015: no activityJul 2015: no activityAug 2015: +0.5%Sep 2015: -1.7%Oct 2015: +1.4%Nov 2015: +0.2%Dec 2015: -0.8%

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.

86 copy orders were not placed (no price history, no cash left or the position limit was reached) and 3 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

Disclosed stock transactions per year, William Cassidy0501002015: 520152016: 5620162017: 4920172018: 2620182019: 2720192020: 452020

Transactions by the year the report was filed.

Trades by month

Disclosed stock transactions per month, William CassidyJanFebMarAprMayJunJulAugSepOctNovDec2020Jan 2020: no activityFeb 2020: no activityMar 2020: 15 tradesApr 2020: no activityMay 2020: no activityJun 2020: no activityJul 2020: no activityAug 2020: 2 tradesSep 2020: 8 tradesOct 2020: 1 tradeNov 2020: 1 tradeDec 2020: 18 trades2019Jan 2019: no activityFeb 2019: 10 tradesMar 2019: no activityApr 2019: no activityMay 2019: 1 tradeJun 2019: no activityJul 2019: no activityAug 2019: 15 tradesSep 2019: 1 tradeOct 2019: no activityNov 2019: no activityDec 2019: no activity2018Jan 2018: 1 tradeFeb 2018: 2 tradesMar 2018: no activityApr 2018: no activityMay 2018: 16 tradesJun 2018: no activityJul 2018: no activityAug 2018: no activitySep 2018: no activityOct 2018: 7 tradesNov 2018: no activityDec 2018: no activity2017Jan 2017: no activityFeb 2017: no activityMar 2017: 1 tradeApr 2017: 5 tradesMay 2017: no activityJun 2017: no activityJul 2017: no activityAug 2017: no activitySep 2017: 1 tradeOct 2017: no activityNov 2017: 6 tradesDec 2017: 36 trades2016Jan 2016: 3 tradesFeb 2016: 2 tradesMar 2016: no activityApr 2016: no activityMay 2016: 32 tradesJun 2016: no activityJul 2016: 4 tradesAug 2016: no activitySep 2016: no activityOct 2016: 3 tradesNov 2016: 12 tradesDec 2016: no activity2015Jan 2015: no activityFeb 2015: no activityMar 2015: no activityApr 2015: no activityMay 2015: no activityJun 2015: no activityJul 2015: no activityAug 2015: 4 tradesSep 2015: no activityOct 2015: no activityNov 2015: no activityDec 2015: no activity

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

By year: 2020 · 2019 · 2018 · 2017 · 2016 ·

Most traded stocks

StockTradesBuysSales
AAPL Apple Inc. - Common Stock 1147
DIS Walt Disney Company 853
PG Procter & Gamble Company 734
MSFT Microsoft Corporation - Common Stock 725
MDT Medtronic plc. Ordinary Shares 734
LOW Lowe's Companies, Inc. Common Stock 734
CVS CVS Health Corporation Common Stock 752
CSCO Cisco Systems, Inc. - Common Stock 734
XOM Exxon Mobil Corporation Common Stock 633
WMT Walmart Inc. - Common Stock 624
T AT&T Inc. 624
NVS Novartis AG Common Stock 633
VFC V.F. Corporation (NYSE) 541
CMCSA Comcast Corporation - Class A Common Stock 523
BLK BlackRock, Inc. Common Stock 523

Disclosed transactions

Download stock and fund transactions as CSV · Compare William Cassidy with another member

FiledTradedTypeAssetAmountFiling
2017-12-122017-11-07Sale SLB Schlumberger N.V. Common Stock $1,001 - $15,000 Source
2017-12-122017-11-07Sale QCOM QUALCOMM Incorporated - Common Stock $1,001 - $15,000 Source
2017-12-062016-03-31Sale TM Toyota Motor Corporation $15,001 - $50,000 Source
2017-12-062016-03-31Sale CMI Cummins Inc. Common Stock $15,001 - $50,000 Source
2017-12-062016-03-31Partial sale XOM Exxon Mobil Corporation Common Stock $1,001 - $15,000 Source
2017-12-062016-03-31Buy WMT Walmart Inc. - Common Stock $1,001 - $15,000 Source
2017-12-062016-03-31Buy VFC V.F. Corporation (NYSE) $1,001 - $15,000 Source
2017-12-062016-03-31Buy UTX United Technologies Corporation $1,001 - $15,000 Source
2017-12-062016-03-31Partial sale T AT&T Inc. $1,001 - $15,000 Source
2017-12-062016-03-31Buy SO Southern Company $1,001 - $15,000 Source
2017-12-062016-03-31Partial sale SLB Schlumberger N.V. Common Stock $1,001 - $15,000 Source
2017-12-062016-03-31Sale RDS-B Royal Dutch Shell plc $1,001 - $15,000 Source
2017-12-062016-03-31Buy QCOM QUALCOMM Incorporated - Common Stock $1,001 - $15,000 Source
2017-12-062016-03-31Buy PX Praxair Inc. $1,001 - $15,000 Source
2017-12-062016-03-31Buy PG Procter & Gamble Company $1,001 - $15,000 Source
2017-12-062016-03-31Sale OXY Occidental Petroleum Corporation Common Stock $1,001 - $15,000 Source
2017-12-062016-03-31Buy NVS Novartis AG Common Stock $1,001 - $15,000 Source
2017-12-062016-03-31Buy NSC Norfolk Southern Corporation Common Stock $1,001 - $15,000 Source
2017-12-062016-03-31Buy MSFT Microsoft Corporation - Common Stock $1,001 - $15,000 Source
2017-12-062016-03-31Buy LOW Lowe's Companies, Inc. Common Stock $1,001 - $15,000 Source
2017-12-062016-03-31Buy JNJ Johnson & Johnson Common Stock $1,001 - $15,000 Source
2017-12-062016-03-31Sale F Ford Motor Company Common Stock $1,001 - $15,000 Source
2017-12-062016-03-31Buy EV Eaton Vance Corp. $1,001 - $15,000 Source
2017-12-062016-03-31Buy EMR Emerson Electric Company Common Stock $1,001 - $15,000 Source
2017-12-062016-03-31Buy DIS Walt Disney Company $1,001 - $15,000 Source
2017-12-062016-03-31Partial sale CVX Chevron Corporation Common Stock $1,001 - $15,000 Source
2017-12-062016-03-31Sale CTL CenturyLink, Inc. $1,001 - $15,000 Source
2017-12-062016-03-31Buy CSCO Cisco Systems, Inc. - Common Stock $1,001 - $15,000 Source
2017-12-062016-03-31Sale CAT Caterpillar, Inc. Common Stock $1,001 - $15,000 Source
2017-12-062016-03-31Buy BLK BlackRock, Inc. Common Stock $1,001 - $15,000 Source
2017-12-062016-03-31Partial sale AMT American Tower Corporation $1,001 - $15,000 Source
2017-12-062016-03-31Buy AFL Aflac Incorporated $1,001 - $15,000 Source
2017-12-062016-03-31Buy ABT Abbott Laboratories Common Stock $1,001 - $15,000 Source
2017-12-062016-03-29Partial sale YACKX AMG Yacktman Service $1,001 - $15,000 Source
2017-11-032017-10-25Buy T AT&T Inc. $1,001 - $15,000 Source
2017-11-032017-10-25Buy DIS Walt Disney Company $1,001 - $15,000 Source
2017-11-032017-10-25Buy CVS CVS Health Corporation Common Stock $1,001 - $15,000 Source
2017-11-032017-10-24Buy MDT Medtronic plc. Ordinary Shares $1,001 - $15,000 Source
2017-11-032017-10-24Partial sale ABT Abbott Laboratories Common Stock $1,001 - $15,000 Source
2017-11-032017-10-17Partial sale TGT Target Corporation Common Stock $1,001 - $15,000 Source
2017-09-012017-08-08Partial sale AAPL Apple Inc. - Common Stock $1,001 - $15,000 Source
2017-04-262017-03-29Buy TGT Target Corporation Common Stock $1,001 - $15,000 Source
2017-04-262017-03-29Sale SO Southern Company $1,001 - $15,000 Source
2017-04-262017-03-29Partial sale LOW Lowe's Companies, Inc. Common Stock $1,001 - $15,000 Source
2017-04-262017-03-29Buy FRT Federal Realty Investment Trust $1,001 - $15,000 Source
2017-04-262017-03-29Sale AMT American Tower Corporation $1,001 - $15,000 Source
2017-03-152017-02-15Sale NBL-Noble Energy, Inc. $1,001 - $15,000 Source
2016-11-212016-10-31Buy VFC V.F. Corporation (NYSE) $1,001 - $15,000 Source
2016-11-212016-10-31Partial sale QCOM QUALCOMM Incorporated - Common Stock $1,001 - $15,000 Source
2016-11-212016-10-31Sale PX Praxair Inc. $1,001 - $15,000 Source
2016-11-212016-10-31Buy PPG PPG Industries, Inc. Common Stock $1,001 - $15,000 Source
2016-11-212016-10-31Sale NSC Norfolk Southern Corporation Common Stock $1,001 - $15,000 Source
2016-11-212016-10-31Buy LOW Lowe's Companies, Inc. Common Stock $1,001 - $15,000 Source
2016-11-212016-10-31Sale JNJ Johnson & Johnson Common Stock $1,001 - $15,000 Source
2016-11-212016-10-31Buy GWW W.W. Grainger, Inc. Common Stock $1,001 - $15,000 Source
2016-11-212016-10-31Sale EV Eaton Vance Corp. $1,001 - $15,000 Source
2016-11-212016-10-31Partial sale CVX Chevron Corporation Common Stock $1,001 - $15,000 Source
2016-11-212016-10-31Buy CVS CVS Health Corporation Common Stock $1,001 - $15,000 Source
2016-11-212016-10-31Buy AMGN Amgen Inc. - Common Stock $1,001 - $15,000 Source
2016-10-072015-12-30Sale INTC Intel Corporation - Common Stock $1,001 - $15,000 Source
2016-10-072015-12-30Buy AAPL Apple Inc. - Common Stock $1,001 - $15,000 Source
2016-10-072015-12-30Buy CMI-Cummins Inc. (NYSE) $1,001 - $15,000 Source
2016-07-272016-07-15Partial sale WMT Walmart Inc. - Common Stock $1,001 - $15,000 Source
2016-07-272016-07-15Partial sale T AT&T Inc. $1,001 - $15,000 Source
2016-07-272016-07-15Partial sale SO Southern Company $1,001 - $15,000 Source
2016-07-272016-07-15Partial sale PG Procter & Gamble Company $1,001 - $15,000 Source
2016-05-022016-03-31Sale TM Toyota Motor Corporation $15,001 - $50,000 Source
2016-05-022016-03-31Sale CMI Cummins Inc. Common Stock $15,001 - $50,000 Source
2016-05-022016-03-31Partial sale XOM Exxon Mobil Corporation Common Stock $1,001 - $15,000 Source
2016-05-022016-03-31Buy WMT Walmart Inc. - Common Stock $1,001 - $15,000 Source
2016-05-022016-03-31Buy VFC V.F. Corporation (NYSE) $1,001 - $15,000 Source
2016-05-022016-03-31Buy UTX United Technologies Corporation $1,001 - $15,000 Source
2016-05-022016-03-31Partial sale T AT&T Inc. $1,001 - $15,000 Source
2016-05-022016-03-31Buy SO Southern Company $1,001 - $15,000 Source
2016-05-022016-03-31Partial sale SLB Schlumberger N.V. Common Stock $1,001 - $15,000 Source
2016-05-022016-03-31Sale RDS-B Royal Dutch Shell plc $1,001 - $15,000 Source
2016-05-022016-03-31Buy QCOM QUALCOMM Incorporated - Common Stock $1,001 - $15,000 Source
2016-05-022016-03-31Buy PX Praxair Inc. $1,001 - $15,000 Source
2016-05-022016-03-31Buy PG Procter & Gamble Company $1,001 - $15,000 Source
2016-05-022016-03-31Sale OXY Occidental Petroleum Corporation Common Stock $1,001 - $15,000 Source
2016-05-022016-03-31Buy NVS Novartis AG Common Stock $1,001 - $15,000 Source
2016-05-022016-03-31Buy NSC Norfolk Southern Corporation Common Stock $1,001 - $15,000 Source
2016-05-022016-03-31Buy MSFT Microsoft Corporation - Common Stock $1,001 - $15,000 Source
2016-05-022016-03-31Buy LOW Lowe's Companies, Inc. Common Stock $1,001 - $15,000 Source
2016-05-022016-03-31Buy JNJ Johnson & Johnson Common Stock $1,001 - $15,000 Source
2016-05-022016-03-31Sale F Ford Motor Company Common Stock $1,001 - $15,000 Source
2016-05-022016-03-31Buy EV Eaton Vance Corp. $1,001 - $15,000 Source
2016-05-022016-03-31Buy EMR Emerson Electric Company Common Stock $1,001 - $15,000 Source
2016-05-022016-03-31Buy DIS Walt Disney Company $1,001 - $15,000 Source
2016-05-022016-03-31Partial sale CVX Chevron Corporation Common Stock $1,001 - $15,000 Source
2016-05-022016-03-31Sale CTL CenturyLink, Inc. $1,001 - $15,000 Source
2016-05-022016-03-31Buy CSCO Cisco Systems, Inc. - Common Stock $1,001 - $15,000 Source
2016-05-022016-03-31Sale CAT Caterpillar, Inc. Common Stock $1,001 - $15,000 Source
2016-05-022016-03-31Buy BLK BlackRock, Inc. Common Stock $1,001 - $15,000 Source
2016-05-022016-03-31Partial sale AMT American Tower Corporation $1,001 - $15,000 Source
2016-05-022016-03-31Buy AFL Aflac Incorporated $1,001 - $15,000 Source
2016-05-022016-03-31Buy ABT Abbott Laboratories Common Stock $1,001 - $15,000 Source
2016-05-022016-03-29Sale YACKX AMG Yacktman Service $1,001 - $15,000 Source
2016-02-252016-02-09Buy SLB Schlumberger N.V. Common Stock $1,001 - $15,000 Source
2016-02-252016-02-09Sale COP ConocoPhillips Common Stock $1,001 - $15,000 Source

Other members from LA

Members who trade the same stocks

Common questions

Did William Cassidy beat the market?
Copying William Cassidy's disclosed stock trades 3 days after each filing returned +14.0% a year on the days the money was invested, against +13.3% for the S&P 500 over the same days: 0.7 percentage points ahead of the index. This is a hypothetical backtest from 2015-08-20 to 2026-11-09, not investment advice.
How many stock trades has William Cassidy disclosed?
William Cassidy disclosed 208 stock transactions between 2015-08-20 and 2020-12-08: 91 purchases and 117 sales.
Which stocks does William Cassidy trade most?
The most traded stocks in William Cassidy's filings are AAPL (11), DIS (8) and PG (7), by number of transactions.
How quickly does William Cassidy report trades?
The median filing came 32 days after the trade. 58 of 208 filings arrived after the 45-day deadline.

Atom feed of William Cassidy's new filings