John Kennedy Stock Trades

John Kennedy Trading Profile | Quantellect John Kennedy Trading Profile

John Kennedy's public transaction record is thin, but it is not empty. The native database shows three disclosed transactions: two with transaction dates in October 2018 and one with a transaction date in April 2025. The chronology is notable for how little activity appears in the record, with an exchange and an ETF purchase in 2018 followed by a single purchase in 2025. The filings also illustrate why transaction dates and disclosure dates must be read separately: the 2018 transactions were disclosed in December 2019, while the 2025 transaction was disclosed in May 2025.

A pattern of infrequent, self-attributed activity

The record begins with an exchange transaction dated October 9, 2018, in which CVG was exchanged and SNX was received. The disclosed amount range was $1,001 to $15,000. Two days later, on October 11, 2018, the record shows a purchase of the iShares Edge MSCI USA Momentum Factor ETF (MTUM), also in the $1,001 to $15,000 range. Both transactions were reported to the Senate on December 19, 2019. These are transaction dates, not filing dates, and the database records the two activities as one exchange and one purchase.

The third transaction is dated April 21, 2025, when Kennedy purchased shares of Annaly Capital Management, Inc. (NLY) in the same $1,001 to $15,000 disclosed range. That transaction was disclosed on May 8, 2025. Across the full record, purchases outnumber sales two to zero, with the 2018 exchange categorized separately as the sole other transaction. No sale appears in the disclosed record.

All three transaction rows carry a “Self” attribution. In other words, the filings attribute each transaction to Kennedy himself; none is coded as belonging to a spouse or dependent child, and none carries a joint or unknown attribution. That distinction supports describing the transactions as self-attributed, but the disclosure data does not establish Kennedy’s reasoning, objectives, or degree of involvement in selecting the securities.

Two purchases and one exchange form a sparse sample. Within Kennedy’s record, 2018 accounts for two transactions, one purchase and one exchange, while 2025 accounts for one purchase. That history supports describing the disclosed activity as infrequent. It does not, however, provide a basis for ranking his activity against Senate peers or drawing conclusions about a broader investment strategy.

What the two identifiable securities represent

The 2018 purchase is identified in the database as the iShares Edge MSCI USA Momentum Factor ETF, with the ticker MTUM. The transaction row does not include a company name, company description, sector, or industry classification. The record therefore establishes that Kennedy purchased the named ETF in the disclosed range, but it does not supply enough information to characterize the purchase as evidence of a particular allocation strategy or investment thesis. MTUM appears once among Kennedy’s most frequently disclosed securities because it accounts for one transaction row.

The more recent identifiable security, Annaly Capital Management, is classified differently. The database describes Annaly as a diversified capital manager engaged in residential mortgage finance. Its activities include investments in agency mortgage-backed securities collateralized by residential mortgages; non-agency residential whole loans and securitized products in residential and commercial markets; mortgage servicing rights; agency commercial mortgage-backed securities; to-be-announced forward contracts; residential mortgage-backed securities and loans; and agency or private-label credit-risk-transfer securities.

Annaly has elected to be taxed as a real estate investment trust. According to the database description, it is not subject to federal income tax to the extent that it distributes its taxable income to shareholders. The company was incorporated in 1996 and is based in New York, New York. The database classifies it in the Financials sector and the Mortgage Real Estate Investment Trusts (REITs) industry. Its April 2025 purchase is the only Financials-sector transaction in Kennedy’s record; the other two transaction rows have no supplied sector classification. Like MTUM, NLY appears once among his most frequently disclosed securities because it accounts for one transaction row.

The third transaction, the October 2018 exchange of CVG for SNX, is harder to characterize from the record alone. The security-name field states “CVG (Exchanged) SNX (Received),” but the database does not supply a ticker for the transaction row, company names for either side of the exchange, or sector and industry tags. It is counted as one exchange transaction rather than a purchase or sale and is one of the two rows grouped under an unknown sector.

Kennedy does not carry a Quantellect Score as of the latest published scoring date, August 21, 2026. The database states only that no score row exists for him at that date. It supplies no formula version, score, tier, coverage state, cohort rank, or cohort size for Kennedy, so the record does not support attributing his absence to a particular coverage threshold or to the number or type of his disclosed transactions.

About this disclosure data

This Quantellect profile is built from financial disclosure filings required under the Stop Trading on Congressional Knowledge Act of 2012. Subject to the law’s waivers and exclusions, covered filers must report qualifying transactions no later than 30 days after receiving notice and, in no case, later than 45 days after the transaction. The transactions discussed above are drawn from official Periodic Transaction Reports filed with the Senate, including the filing covering the April 2025 purchase and the filing covering the October 2018 transactions. Additional information about the disclosure process is available from the Senate Select Committee on Ethics. Disclosure amounts are reported in ranges rather than as exact figures, and a filing date is distinct from the date on which a transaction occurred. This page reflects only the transactions present in the disclosure record and is not a complete account of Kennedy’s finances or financial activity.