U.S. House WV01 STOCK Act Disclosures

Rep. David B. McKinley Stock Trades

Rep. David B. McKinley (U.S. House · WV01) has disclosed 25 congressional stock transactions under the Stop Trading on Congressional Knowledge (STOCK) Act between Dec 19, 2018 and Oct 12, 2022, including 12 purchases and 13 sales across 8 distinct stock tickers. Most-traded stocks include Apple Inc. ($AAPL), Alphabet Inc. ($GOOGL), UnitedHealth Group Incorporated ($UNH), Netflix, Inc. ($NFLX), Microsoft Corporation ($MSFT).

Total Disclosures25
Purchases12
Sales13
Stocks Traded8
Latest DisclosureOct 12, 2022
Avg. Reporting Lag19d
Disclosed Oct 12, 2022 · Official PDF ↗

Rep. David B. McKinley (WV-01) executed multiple stock transactions in his spouse's IRA account on 09/21/2022, including sales of Abbott Laboratories (ABT), CarMax (KMX), and S&P Global (SPGI), and purchases of Arthur J. Gallagher (AJG), Centene Corporation (CNC), Tesla (TSLA), and W.W. Grainger (GWW), with each transaction valued between $1,001-$15,000.

All transactions executed on same date (09/21/2022) in spouse's IRA accountPortfolio activity managed by third-party registered investment advisorMultiple coordinated buys and sells suggesting portfolio rebalancing
Disclosed Aug 3, 2022 · Official PDF ↗

Hon. David B. McKinley sold partial positions in four stocks on 07/07/2022: Costco Wholesale (COST), Jacobs Engineering Group (J), O'Reilly Automotive (ORLY), and UnitedHealth Group (UNH), each in the $1,001-$15,000 range. All transactions were within his spouse's IRA account.

All four transactions occurred on same date (07/07/2022)All transactions within spouse's IRA accountManaged by third-party Registered Investment Advisory manager with discretion
Disclosed Oct 12, 2021 · Official PDF ↗

Hon. David B. McKinley made two transactions in September 2021: purchased Broadcom Inc. (AVGO) for $15,001-$50,000 and sold RPM International Inc. (RPM) for $15,001-$50,000, both in a spouse IRA account managed by a third-party investment advisor.

Transactions executed in spouse IRA accountThird-party registered investment advisor has discretion for tradesBoth transactions occurred on same date (09/16/2021)
Disclosed Sep 13, 2021 · Official PDF ↗

Rep. David B. McKinley (WV-01) sold partial positions in seven stocks within a spouse IRA account on 08/19/2021: Accenture (ACN), Alphabet (GOOGL), Apple (AAPL), Estée Lauder (EL), Intuit (INTU), Thermo Fisher Scientific (TMO), and Tractor Supply Company (TSCO), each in the $1,001-$15,000 range. All transactions were managed by a third-party investment advisor with discretionary authority.

All transactions conducted within spouse IRA accountAll sales executed on same date (08/19/2021)Account managed by third-party registered investment advisor with discretionary authorityCoordinated rebalancing across seven positions
Stock / Asset Action Amount Range Traded Disclosed Owner Filing
$TSLA
Tesla, Inc.
Purchase $1,001 - $15,000 Sep 21, 2022 Oct 12, 2022 Self PTR PDF ↗
$UNH
UnitedHealth Group Incorporated
Sale (Partial) $1,001 - $15,000 Jul 7, 2022 Aug 3, 2022 Self PTR PDF ↗
$AVGO
Broadcom Inc.
Purchase $15,001 - $50,000 Sep 16, 2021 Oct 12, 2021 Self PTR PDF ↗
$GOOGL
Alphabet Inc.
Sale (Partial) $1,001 - $15,000 Aug 19, 2021 Sep 13, 2021 Self PTR PDF ↗
$AAPL
Apple Inc.
Sale (Partial) $1,001 - $15,000 Aug 19, 2021 Sep 13, 2021 Self PTR PDF ↗
$NFLX
Netflix, Inc.
Sale (Full) $1,001 - $15,000 May 27, 2021 Jun 2, 2021 Self PTR PDF ↗
$NFLX
Netflix, Inc.
Purchase $1,001 - $15,000 Feb 22, 2021 Mar 1, 2021 Self PTR PDF ↗
$HD
The Home Depot, Inc.
Sale (Partial) $1,001 - $15,000 Aug 28, 2020 Sep 3, 2020 Joint PTR PDF ↗
$AAPL
Apple Inc.
Sale (Partial) $15,001 - $50,000 Aug 28, 2020 Sep 3, 2020 Joint PTR PDF ↗
$MSFT
Microsoft Corporation
Sale (Partial) $1,001 - $15,000 Aug 28, 2020 Sep 3, 2020 Joint PTR PDF ↗
$NFLX
Netflix, Inc.
Purchase $1,001 - $15,000 Aug 20, 2020 Sep 3, 2020 Self PTR PDF ↗
$MSFT
Microsoft Corporation
Sale (Partial) $1,001 - $15,000 May 26, 2020 Jun 3, 2020 Joint PTR PDF ↗
$HD
The Home Depot, Inc.
Purchase $0 - $1,000 Apr 30, 2020 May 15, 2020 Self PTR PDF ↗
$UNH
UnitedHealth Group Incorporated
Purchase $1,001 - $15,000 Apr 30, 2020 May 15, 2020 Self PTR PDF ↗
$GOOGL
Alphabet Inc.
Purchase $1,001 - $15,000 Apr 30, 2020 May 15, 2020 Joint PTR PDF ↗
$AAPL
Apple Inc.
Purchase $1,001 - $15,000 Apr 30, 2020 May 15, 2020 Joint PTR PDF ↗
$UNH
UnitedHealth Group Incorporated
Sale (Partial) $15,001 - $50,000 Mar 23, 2020 Apr 15, 2020 Joint PTR PDF ↗
$GOOGL
Alphabet Inc.
Purchase $15,001 - $50,000 Mar 23, 2020 Apr 15, 2020 Joint PTR PDF ↗
$AAPL
Apple Inc.
Sale (Partial) $50,001 - $100,000 Mar 23, 2020 Apr 15, 2020 Joint PTR PDF ↗
$GOOGL
Alphabet Inc.
Purchase $1,001 - $15,000 Mar 9, 2020 Apr 15, 2020 Self PTR PDF ↗
$AAPL
Apple Inc.
Purchase $1,001 - $15,000 Mar 9, 2020 Apr 15, 2020 Self PTR PDF ↗
$MSFT
Microsoft Corporation
Sale (Partial) $1,001 - $15,000 Mar 9, 2020 Apr 15, 2020 Self PTR PDF ↗
$AAPL
Apple Inc.
Sale (Full) $1,001 - $15,000 Mar 8, 2019 Apr 1, 2019 Self PTR PDF ↗
$AAPL
Apple Inc.
Purchase $1,001 - $15,000 Dec 20, 2018 Jan 9, 2019 Self PTR PDF ↗
$AAPL
Apple Inc.
Sale (Partial) $1,001 - $15,000 Dec 19, 2018 Jan 9, 2019 Self PTR PDF ↗

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