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Richard Dean Dr McCormick

Representative

Estimated portfolio performance

Price return of the portfolio reconstructed from this member's disclosed trades over each trailing window, versus the S&P 500 (SPY), as of 2026-06-26. Trade sizes are disclosed only as ranges, so every figure is an estimate.

Window Portfolio SPY vs SPY
1 week -0.7% -1.7% +1.0%
1 month -1.0% -2.2% +1.2%
1 quarter +4.2% +13.8% -9.6%
Year to date +3.8% +8.0% -4.1%

Reconstructed holdings

The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-06-26). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.

Stock Est. shares Est. value Weight
O 296 $18.4K 3.7%
CSCO 289 $34.4K 7.0%
WMT 258 $29.9K 6.1%
ABT 226 $21.1K 4.3%
MDT 203 $16.4K 3.3%
EMR 166 $24.1K 4.9%
ICE 141 $17.5K 3.6%
NEE 128 $11.3K 2.3%
AWK 123 $16K 3.2%
PEP 107 $15K 3.0%
AAPL 83 $23.5K 4.8%
HD 76 $26.2K 5.3%
UNH 76 $32.4K 6.6%
ADP 71 $15.5K 3.1%
ITW 71 $19.2K 3.9%
MSFT 67 $23.7K 4.8%
JNJ 67 $16.3K 3.3%
APD 66 $18.3K 3.7%
MCD 59 $15.5K 3.2%
PG 55 $8.2K 1.7%
ADI 54 $22.7K 4.6%
BLK 30 $29K 5.9%
COST 26 $24.2K 4.9%
V 24 $7.8K 1.6%
LHX 20 $5.8K 1.2%

Net worth

Estimated from the ranges in the member's annual financial disclosures: the band runs from the sum of disclosed asset minimums less liability maximums up to the sum of asset maximums less liability minimums. Only electronically filed reports are read — a missing year means no electronic filing, not zero net worth.

Latest net worth (band)
-$487.9K – $1.4M
Reporting year
2024
Disclosed assets
61
Disclosed liabilities
1

Net worth band by reporting year

2022 2023 2024 2025 — not e-filed
Year Net worth band
2024 -$487.9K – $1.4M
2023 -$672.9K – $980K
2022 -$742K – $670K

Recent stock trades

Disclosed trades
68
Avg. disclosure lag
342.1 days
Filed past 45-day deadline
35.3%
Date Stock Type Amount
2026-04-17 AMT Sell $1K - $15K
2026-03-19 UNH Buy $1K - $15K
2026-03-19 UNH Buy $1K - $15K
2026-03-19 NEE Sell $1K - $15K
2026-03-19 MSFT Buy $1K - $15K
2026-03-19 LHX Sell $1K - $15K
2026-03-19 JNJ Sell $1K - $15K
2026-03-19 HD Buy $1K - $15K
2026-03-19 BLK Buy $1K - $15K
2026-03-19 ADP Buy $1K - $15K
2026-03-19 ADP Sell $1K - $15K
2026-03-19 ADI Sell $1K - $15K
2026-03-19 ABT Buy $1K - $15K
2025-11-05 MSFT Buy $1K - $15K
2025-11-05 BLK Buy $1K - $15K
2025-11-05 WMT Buy $1K - $15K
2025-11-05 V Buy $1K - $15K
2025-11-05 UNH Buy $1K - $15K
2025-11-05 O Buy $1K - $15K
2025-11-05 PG Buy $1K - $15K
2025-11-05 PEP Buy $1K - $15K
2025-11-05 NEE Buy $1K - $15K
2025-11-05 MSFT Buy $1K - $15K
2025-11-05 MDT Buy $1K - $15K
2025-11-05 MCD Buy $1K - $15K