JG

Jennifer GranholmExec

Level I Department of Energy ยท 2021-03 โ†’ 2024-11

Chamber
Executive branch
Agency
Department of Energy
Party
โ€”
State
โ€”
Trades
81 (15 buys ยท 66 sells)
Estimated volume
$6.0M
Late filings
15% (3 of 81)
Median filing lag
41 days

Estimated portfolio

Their disclosed buys at today's prices, assuming nothing was sold. Trades are disclosed as ranges, so we use the midpoint.

Headlines

Portfolio value
$274K
from $213K cost
Estimated gain
+$61K
Up 28%
Versus the S&P 500
-$47K
SPY would hold $321K
Positions
3
from 6 buys
#PositionSinceCost basisValue todayGainShare of portfolio
1
RSPInvesco S&P 500 Equal Weight ETF
2024-01-05$173K$223K+29%82%
2
IJHiShares Core S&P Mid-Cap ETF
2024-11-26$33K$35K+9%13%
3
TTWOTake-Two Interactive Software, Inc.
2022-05-09$8K$15K+91%6%

Trades that mattered most

86% of their result against the S&P 500 comes from 4 RSP buys.

#StockAssetBoughtHeldSizeReturnvs SPYSource
1RSP
Invesco S&P 500 Equal Weight ETF
2024-05-202.4y$50K-100K+25%-20%
2RSP
Invesco S&P 500 Equal Weight ETF
2024-01-052.7y$15K-50K+35%-30%
3RSP
Invesco S&P 500 Equal Weight ETF
2024-01-192.7y$15K-50K+35%-25%
4RSP
Invesco S&P 500 Equal Weight ETF
2024-04-242.4y$15K-50K+29%-23%
5IJH
iShares Core S&P Mid-Cap ETF
2024-11-261.9y$15K-50K+9%-19%
6TTWO
Take-Two Interactive Software, Inc.
2022-05-094.4y$1K-15K+91%-2%

Returns by stock

Each stock's return since they bought it, next to the S&P 500 over the same days.

#StockTradesBuys / sellsBeat S&P 500Stock returnS&P 500
1RSP44/00 of 4+29%+53%
2IJH21/10 of 1+9%+28%
3TTWO21/10 of 1+91%+93%
4VCSH30/3โ€”โ€”โ€”
5JVAL40/4โ€”โ€”โ€”
6JNRFX30/3โ€”โ€”โ€”
7JNOSX10/1โ€”โ€”โ€”
8IJR10/1โ€”โ€”โ€”
9SGOV22/0โ€”โ€”โ€”
10XSOE10/1โ€”โ€”โ€”
11GSLC30/3โ€”โ€”โ€”
12BBHY20/2โ€”โ€”โ€”
13UBER20/2โ€”โ€”โ€”
14GILD20/2โ€”โ€”โ€”
15RDFN50/5โ€”โ€”โ€”

Trades by month

Disclosed buys and sells, by the month they were made. Tap or hover for the stocks.

BuysSells

All trades

81 of 81

IJHiShares Core S&P Mid-Cap ETF
2024-11-26 โ†’ 2025-01-07
VCSHVanguard Short-Term Corporate Bond Index FundETF Class Shares
2024-09-20 โ†’ 2024-12-11
JVALJPMorgan US Value Factor ETF
2024-09-20 โ†’ 2024-12-11
RSPInvesco S&P 500 Equal Weight ETF
2024-05-20 โ†’ 2024-12-11
TTWOTake-Two Interactive Software, Inc.
2024-01-16 โ†’ 2024-08-07
RSPInvesco S&P 500 Equal Weight ETF
2024-04-24 โ†’ 2024-06-27
VCSHVanguard Short-Term Corporate Bond Index FundETF Class Shares
2024-02-05 โ†’ 2024-04-04
RSPInvesco S&P 500 Equal Weight ETF
2024-01-19 โ†’ 2024-04-04
JNRFXJanus Henderson Research Fund
2024-01-11 โ†’ 2024-04-04
JNOSXJanus Henderson Overseas Fund
2024-01-11 โ†’ 2024-04-04
RSPInvesco S&P 500 Equal Weight ETF
2024-01-05 โ†’ 2024-04-04
JNRFXJanus Henderson Research Fund Class D Shares
2023-10-12 โ†’ 2024-03-29
JFRDXJanus Henderson Forty Fund
2023-02-22 โ†’ 2024-03-29
GSLCGoldman Sachs ActiveBeta US Large Cap EquityETF
2023-02-17 โ†’ 2024-03-29
VCSHVanguard Short-Term Corporate Bond Index FundETF Class Shares
2023-12-22 โ†’ 2024-02-09
IJHiShares Core S&P Mid-Cap ETF
2023-12-22 โ†’ 2024-02-09
IJRiShares Core S&P Small-Cap ETF
2023-12-22 โ†’ 2024-02-09
JVALJPMorgan US Value Factor ETF
2023-11-14 โ†’ 2023-12-05
JNRFXJanus Henderson Research Fund
2023-08-30 โ†’ 2023-09-26
SGOViShares 0-3 Month Treasury Bond ETF iShares 0-3Month Treasury Bond ETF
2023-08-18 โ†’ 2023-09-26
SGOViShares 0-3 Month Treasury Bond ETF iShares 0-3Month Treasury Bond ETF
2023-08-18 โ†’ 2023-09-26
JVALJPMorgan US Value Factor ETF
2023-08-08 โ†’ 2023-09-26
XSOEWisdomTree Emerging Markets ex-State-Owned Enterprises Fund
2023-05-30 โ†’ 2023-06-28 ยท 29d
GSLCGoldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) See Endnote
2023-05-30 โ†’ 2023-06-28 ยท 29d
BBHYJPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) See Endnote
2023-05-30 โ†’ 2023-06-28 ยท 29d
UBERUber Technologies, Inc.
2023-05-18 โ†’ 2023-06-28 ยท 41d
GILDGilead Sciences, Inc.
2023-05-18 โ†’ 2023-06-28 ยท 41d
RDFNRedfin Corp.
2023-05-18 โ†’ 2023-06-28 ยท 41d
DNPDNP Select Income Fund, Inc
2023-05-18 โ†’ 2023-06-28 ยท 41d
FUNCedar Fair L.P. Common Stock
2023-05-18 โ†’ 2023-06-28 ยท 41d
IVZInvesco Ltd.
2023-05-18 โ†’ 2023-06-28 ยท 41d
RDFNRedfin Corp.
2023-05-18 โ†’ 2023-06-28 ยท 41d
DNPDNP Select Income Fund, Inc
2023-05-18 โ†’ 2023-06-28 ยท 41d
FUNCedar Fair L.P. Common Stock
2023-05-18 โ†’ 2023-06-28 ยท 41d
IVZInvesco Ltd.
2023-05-18 โ†’ 2023-06-28 ยท 41d
RDFNRedfin Corp.
2023-05-18 โ†’ 2023-06-28 ยท 41d
TDOCTeledoc Health, Inc. (TDOC) See Endnote
2023-05-18 โ†’ 2023-06-28 ยท 41d
TDOCTeledoc Health, Inc. (TDOC) See Endnote
2023-05-18 โ†’ 2023-06-28 ยท 41d
FFord Motor Co. (F) See Endnote
2023-05-15 โ†’ 2023-06-28 ยท 44d
BBHYJPMorgan BetaBuilders USD High Yield Corporate Bond ETF
See Endnote
2023-04-17 โ†’ 2023-06-09 ยท 53d late
JVALJPMorgan US Value Factor ETF
2023-04-17 โ†’ 2023-06-09 ยท 53d late
US-TBILLUS Treasury Bills 0% 07/13/23
2023-01-18 โ†’ 2023-01-31
US-TBILLUS Treasury Bills 0% 07/06/23
2023-01-10 โ†’ 2023-01-31
GSLCGoldman Sachs ActiveBeta US Large Cap EquityETF
2022-12-06 โ†’ 2023-01-31
VWOVanguardEmerging Markets Stock Index Fund ETFShares
2022-12-05 โ†’ 2023-01-31
US-TBILLUS Treasury Bills 0% 02/09/2023
2022-11-10 โ†’ 2022-12-23
US-TBILLUS Treasury Bills 0% 5/11/23
2022-11-10 โ†’ 2022-12-23
US-TBILLUS Treasury Bills 0% 11/2/23
2022-11-10 โ†’ 2022-12-23
VGSHVanguard Short-Term Treasury Index Fund ETFClass Shares
2022-10-27 โ†’ 2022-12-23
TTWOTake-Two Interactive Software, Inc.
2022-05-09 โ†’ 2022-06-28 ยท 50d late
โ€”Vivint
2021-10-26 โ†’ 2021-12-28
โ€”Service Properties REIT
2021-09-14 โ†’ 2021-12-28
RDFNRedfin Corp.
2021-07-13 โ†’ 2021-12-28
VTRSViatris
2021-05-06 โ†’ 2021-12-28
IVZInvesco Ltd.
2021-05-06 โ†’ 2021-12-28
โ€”Cohen & Steers REIT & Pref
2021-05-06 โ†’ 2021-12-28
GILDGilead Sciences, Inc.
2021-04-30 โ†’ 2021-12-28
RDFNRedfin Corp.
2021-04-30 โ†’ 2021-12-28
UBERUber Technologies, Inc.
2021-04-30 โ†’ 2021-12-28
โ€”Proterra Inc. stock
2021-05-24 โ†’ 2021-06-02
โ€”Exercised vested stock options to purchaseProterra Inc. stock
2021-05-12 โ†’ 2021-06-02
AAPLApple, Inc.
2021-03-22 โ†’ 2021-04-16
CSCOCisco Systems, Inc.
2021-03-22 โ†’ 2021-04-16
HASIHannon Armstrong Sustainable InfrastructureCapital, Inc.
2021-03-22 โ†’ 2021-04-16
MSFTMicrosoft Corp.
2021-03-22 โ†’ 2021-04-16
VVisa, Inc.
2021-03-22 โ†’ 2021-04-16
SNV-DSynovus Financial Corp. 6.3% (SNV-D)
2021-03-22 โ†’ 2021-04-16
ALBAlbemarle Corp.
2021-03-22 โ†’ 2021-04-16
AAPLApple, Inc.
2021-03-22 โ†’ 2021-04-16
TAT&T, Inc.
2021-03-22 โ†’ 2021-04-16
โ€”Arrow Electronics 7.5% 01/15/2027 Bond(042735AK6)
2021-03-22 โ†’ 2021-04-16
BACBank of America 7.25% Preferred - L (BAC PRL)
2021-03-22 โ†’ 2021-04-16
CFGPRDCitizens Fin GRoup 6.35% Preferred - D
2021-03-22 โ†’ 2021-04-16
XLCCommunication Services Select Sector SPDR Fund
2021-03-22 โ†’ 2021-04-16
DUKDuke Energy Corp.
2021-03-22 โ†’ 2021-04-16
FSLRFirst Solar, Inc.
2021-03-22 โ†’ 2021-04-16
FFord Motor Co.
2021-03-22 โ†’ 2021-04-16
HASIHannon Armstrong Sustainable InfrastructureCapital, Inc.
2021-03-22 โ†’ 2021-04-16
IRMIron Mountain, Inc.
2021-03-22 โ†’ 2021-04-16
PFEPfizer Inc.
2021-03-22 โ†’ 2021-04-16
ERHWells Fargo Utilities & High Income Fund
2021-03-22 โ†’ 2021-04-16