
Democrat · Representative · WA, District 2
Rick Larsen
86 disclosed trades · 25/11/2020 → 07/04/2026
- Tickers
- 59
- Buys / sells
- 43 / 41
- Median lag
- 12d
- Est. volume
- $688K
median 12d lag to file · 33 late
Return mirror
Buy disclosures averaged +17.8% since filing, -30.8 pp vs S&P 500.
- Win rate
- 68.3%
- Avg return
- +17.8%
- vs S&P 500
- -30.8 pp
Playbook
UnclassifiedRick's disclosed pattern is mixed
No dominant structure detected yet.
Disclosures are available, but the current mix does not clear the thresholds for concentration, sector tilt, or index-like breadth.
- Cadence
- 16/yr
- Buy bias
- 51%
Activity timeline
yearwise
Most traded
by countEstimated holdings
10 positions · $80K est. volume
All disclosed trades (86)
Showing 86 of 86 loaded disclosures
- 15/04/2026Traded 07/04/2026SellAXP$1,001–$15,000
AXPAmerican Express Company
Advisor-driven quarterly rebalancing
- 15/04/2026Traded 07/04/2026SellAWK$1,001–$15,000
AWKAmerican Water Works Company
Advisor-driven quarterly rebalancing
- 15/04/2026Traded 07/04/2026SellBR$1,001–$15,000
BRBroadridge Financial Solutions
Advisor-driven quarterly rebalancing
- 15/04/2026Traded 07/04/2026BuyCARR$1,001–$15,000
CARRCarrier Global
Advisor-driven quarterly rebalancing
- 15/04/2026Traded 07/04/2026BuyCASY$1,001–$15,000
CASYCaseys General Stores
Advisor-driven quarterly rebalancing
- 15/04/2026Traded 07/04/2026BuyNEE$1,001–$15,000
NEENextEra Energy
Advisor-driven quarterly rebalancing
- 15/04/2026Traded 07/04/2026SellPAYX$1,001–$15,000
PAYXPaychex
Advisor-driven quarterly rebalancing
- 15/04/2026Traded 07/04/2026SellSNDA$1,001–$15,000
SNDASonida Senior Living
CNL Properties directors executed a sale of assets and Sonida Living, a common stock-based company,
- 15/04/2026Traded 07/04/2026BuyWAB$1,001–$15,000
WABWestinghouse Air Brake Technologies
Advisor-driven quarterly rebalancing
- 15/04/2026Traded 31/03/2026ExchOther$1,001–$15,000
CNL Healthcare Properties Inc (widely held)
CNL Properties (a widely held REIT) directors executed a sale of assets and Sonida Living, a common stock-
- 15/04/2026Traded 31/03/2026ExchSNDA$1,001–$15,000
SNDASonida Senior Living
CNL Properties directors executed a sale of assets and Sonida Living, a common stock-based company,
- 14/01/2026Traded 07/01/2026BuyDRI$1,001–$15,000
DRIDarden Restaurants
Part of monthly portfolio rebalancing that account manager conducts
- 14/01/2026Traded 07/01/2026SellESS$1,001–$15,000
ESSEssex Property Trust
Part of monthly portfolio rebalancing that account manager conducts
- 14/01/2026Traded 07/01/2026BuyMETA$1,001–$15,000
METAMeta Platforms, Inc. -
Part of monthly portfolio rebalancing that account manager conducts
- 14/01/2026Traded 07/01/2026SellMDLZ$1,001–$15,000
MDLZMondelez International, Inc. -
Part of monthly portfolio rebalancing that account manager conducts
- 14/01/2026Traded 07/01/2026SellVRSK$1,001–$15,000
VRSKVerisk Analytics
Part of monthly portfolio rebalancing that account manager conducts
- 14/01/2026Traded 07/01/2026BuyWM$1,001–$15,000
WMWaste Management
Part of monthly portfolio rebalancing that account manager conducts
- 16/10/2025Traded 06/10/2025BuyABT$1,001–$15,000
ABTAbbott Laboratories
part of quarterly portfolio rebalancing
- 16/10/2025Traded 06/10/2025BuyAEP$1,001–$15,000
AEPAmerican Electric Power Company
part of quarterly portfolio rebalancing
- 16/10/2025Traded 06/10/2025SellCL$1,001–$15,000
CLColgate-Palmolive Company
part of quarterly portfolio rebalancing
- 16/10/2025Traded 06/10/2025SellODFL$1,001–$15,000
ODFLOld Dominion Freight Line
part of quarterly portfolio rebalancing
- 16/10/2025Traded 06/10/2025BuyWMT$1,001–$15,000
WMTWalmart
part of quarterly portfolio rebalancing
- 16/10/2025Traded 06/10/2025SellZTS$1,001–$15,000
ZTSZoetis
part of quarterly portfolio rebalancing
- 15/04/2025Traded 09/04/2025BuyAXP$1,001–$15,000
AXPAmerican Express Company
Part of quarterly rebalance
- 15/04/2025Traded 09/04/2025SellNEE$1,001–$15,000
NEENextEra Energy
Part of quarterly rebalancing
US Congress periodic transaction reports (STOCK Act). Latest trade: 07/04/2026. Identical consecutive line items on the same filing are collapsed with a ×N badge.