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Congress Trading Dashboard

Sign The Petition - Export Data

The Stock Trading on Congressional Knowledge Act requires U.S. Senators and U.S. Representatives to publicly file and disclose any financial transaction within 45 days of its occurrence. We download those disclosures, parse them for stock trades, fetch the stock's performance in the time following the transaction, and calculate each politician's cumulative return from their trades.

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Recent Trades - U.S. Congress

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Estimated excess return of the underlying stock since the transaction

Stock Transaction Politician Filed Traded Description
- Business Entity Non-Public Stock Purchase $1,000,001 - $5,000,000 Cynthia M. Lummis Senate / R Apr. 25, 2025 Mar. 01, 2025

Company: Arp & Hammond Hardware Company  (Cheyenne, Wyoming) Description: Real Estate

-
- Business Entity Non-Public Stock Purchase $1,000,001 - $5,000,000 Cynthia M. Lummis Senate / R Apr. 25, 2025 Mar. 01, 2025

Company: Lummis Livestock Company LLC  (Cheyenne, Wyoming) Description: Runs steers and sells grass fed cattle.

-
- Business Entity Non-Public Stock Purchase $1,000,001 - $5,000,000 Cynthia M. Lummis Senate / R Apr. 25, 2025 Mar. 01, 2025

Company: Sweetgrass Land Co. LLC  (Cheyenne, Wyoming) Description: The sale of build-ready residential and commercial lots.

-
- JP Morgan Chase Financial Company LLC Trigger Autocallable Contingent Yield Notes Other Securities Purchase $1,001 - $15,000 Bernie Moreno Senate / R Apr. 24, 2025 Apr. 02, 2025

Company: JP Morgan Chase Financial Company LLC  (New York, NY) Description: Structured Note

-
BITB Bitwise Bitcoin ETF Stock Purchase $50,001 - $100,000 David McCormick Senate / R Apr. 23, 2025 Mar. 27, 2025

-

12.50%
BITB Bitwise Bitcoin ETF Stock Purchase $15,001 - $50,000 David McCormick Senate / R Apr. 23, 2025 Mar. 24, 2025

-

12.49%
BITB Bitwise Bitcoin ETF Stock Purchase $50,001 - $100,000 David McCormick Senate / R Apr. 23, 2025 Mar. 25, 2025

-

12.81%
- PENNSYLVANIA ST TPK COMMN TPK REV Municipal Security Purchase $100,001 - $250,000 David McCormick Senate / R Apr. 23, 2025 Mar. 24, 2025

Rate/Coupon: 5% Matures: 06/01/2037

-
- EAST WHITELAND TWP PA GO Municipal Security Purchase $250,001 - $500,000 David McCormick Senate / R Apr. 23, 2025 Mar. 25, 2025

Rate/Coupon: 5% Matures: 12/01/2036

-
AEP AMERICAN ELECTRIC POWER COMPANY, INC. ST Sale $15,001 - $50,000 George Whitesides House / D Apr. 23, 2025 Mar. 24, 2025

TO AVOID ANY POSSIBLE CONFLICTS OF INTEREST WITH MY FUTURE CONGRESSIONAL WORK, I’M TRANSITIONING MY SINGLE

6.85%
BAC STOCK, COMPANY-SPECIFIC HOLDINGS INTO PASSIVE ETFS AND MUTUAL FUNDS, PER BEST PRACTICES. C�������: TO AVOID ANY POSSIBLE CONFLICTS OF INTEREST WITH MY FUTURE CONGRESSIONAL WORK, I’M TRANSITIONING MY SINGLE STOCK, COMPANY-SPECIFIC HOLDINGS INTO PASSIVE ETFS AND MUTUAL FUNDS, PER BEST PRACTICES. BANK OF AMERICA CORPORATION COMMON STOCK ST Sale $15,001 - $50,000 George Whitesides House / D Apr. 23, 2025 Mar. 24, 2025

TO AVOID ANY POSSIBLE CONFLICTS OF INTEREST WITH MY FUTURE CONGRESSIONAL WORK, I’M TRANSITIONING MY SINGLE

-3.45%
C STOCK, COMPANY-SPECIFIC HOLDINGS INTO PASSIVE ETFS AND MUTUAL FUNDS, PER BEST PRACTICES. C�������: TO AVOID ANY POSSIBLE CONFLICTS OF INTEREST WITH MY FUTURE CONGRESSIONAL WORK, I’M TRANSITIONING MY SINGLE STOCK, COMPANY-SPECIFIC HOLDINGS INTO PASSIVE ETFS AND MUTUAL FUNDS, PER BEST PRACTICES. CITIGROUP, INC. COMMON STOCK ST Sale $15,001 - $50,000 George Whitesides House / D Apr. 23, 2025 Mar. 24, 2025

-

-3.18%
CB STOCK, COMPANY-SPECIFIC HOLDINGS INTO PASSIVE ETFS AND MUTUAL FUNDS, PER BEST PRACTICES. C�������: TO AVOID ANY POSSIBLE CONFLICTS OF INTEREST WITH MY FUTURE CONGRESSIONAL WORK, I’M TRANSITIONING MY SINGLE STOCK, COMPANY-SPECIFIC HOLDINGS INTO PASSIVE ETFS AND MUTUAL FUNDS, PER BEST PRACTICES. CHUBB LIMITED COMMON STOCK ST Sale $100,001 - $250,000 George Whitesides House / D Apr. 23, 2025 Mar. 24, 2025

TO AVOID ANY POSSIBLE CONFLICTS OF INTEREST WITH MY FUTURE CONGRESSIONAL WORK, I’M TRANSITIONING MY SINGLE

0.17%
CMCSA STOCK, COMPANY-SPECIFIC HOLDINGS INTO PASSIVE ETFS AND MUTUAL FUNDS, PER BEST PRACTICES. C�������: TO AVOID ANY POSSIBLE CONFLICTS OF INTEREST WITH MY FUTURE CONGRESSIONAL WORK, I’M TRANSITIONING MY SINGLE STOCK, COMPANY-SPECIFIC HOLDINGS INTO PASSIVE ETFS AND MUTUAL FUNDS, PER BEST PRACTICES. COMCAST CORPORATION - CLASS A COMMON STOCK ST Sale $50,001 - $100,000 George Whitesides House / D Apr. 23, 2025 Mar. 24, 2025

TO AVOID ANY POSSIBLE CONFLICTS OF INTEREST WITH MY FUTURE CONGRESSIONAL WORK, I’M TRANSITIONING MY SINGLE

-2.98%
DEO STOCK, COMPANY-SPECIFIC HOLDINGS INTO PASSIVE ETFS AND MUTUAL FUNDS, PER BEST PRACTICES. C�������: TO AVOID ANY POSSIBLE CONFLICTS OF INTEREST WITH MY FUTURE CONGRESSIONAL WORK, I’M TRANSITIONING MY SINGLE STOCK, COMPANY-SPECIFIC HOLDINGS INTO PASSIVE ETFS AND MUTUAL FUNDS, PER BEST PRACTICES. DIAGEO PLC COMMON STOCK ST Sale $15,001 - $50,000 George Whitesides House / D Apr. 23, 2025 Mar. 24, 2025

TO AVOID ANY POSSIBLE CONFLICTS OF INTEREST WITH MY FUTURE CONGRESSIONAL WORK, I’M TRANSITIONING MY SINGLE

8.52%
DIS STOCK, COMPANY-SPECIFIC HOLDINGS INTO PASSIVE ETFS AND MUTUAL FUNDS, PER BEST PRACTICES. C�������: TO AVOID ANY POSSIBLE CONFLICTS OF INTEREST WITH MY FUTURE CONGRESSIONAL WORK, I’M TRANSITIONING MY SINGLE STOCK, COMPANY-SPECIFIC HOLDINGS INTO PASSIVE ETFS AND MUTUAL FUNDS, PER BEST PRACTICES. WALT DISNEY COMPANY ST Sale $15,001 - $50,000 George Whitesides House / D Apr. 23, 2025 Mar. 24, 2025

TO AVOID ANY POSSIBLE CONFLICTS OF INTEREST WITH MY FUTURE CONGRESSIONAL WORK, I’M TRANSITIONING MY SINGLE

-5.48%
HD STOCK, COMPANY-SPECIFIC HOLDINGS INTO PASSIVE ETFS AND MUTUAL FUNDS, PER BEST PRACTICES. C�������: TO AVOID ANY POSSIBLE CONFLICTS OF INTEREST WITH MY FUTURE CONGRESSIONAL WORK, I’M TRANSITIONING MY SINGLE STOCK, COMPANY-SPECIFIC HOLDINGS INTO PASSIVE ETFS AND MUTUAL FUNDS, PER BEST PRACTICES. HOME DEPOT, INC. ST Sale $100,001 - $250,000 George Whitesides House / D Apr. 23, 2025 Mar. 24, 2025

TO AVOID ANY POSSIBLE CONFLICTS OF INTEREST WITH MY FUTURE CONGRESSIONAL WORK, I’M TRANSITIONING MY SINGLE

2.70%
INTC STOCK, COMPANY-SPECIFIC HOLDINGS INTO PASSIVE ETFS AND MUTUAL FUNDS, PER BEST PRACTICES. C�������: TO AVOID ANY POSSIBLE CONFLICTS OF INTEREST WITH MY FUTURE CONGRESSIONAL WORK, I’M TRANSITIONING MY SINGLE STOCK, COMPANY-SPECIFIC HOLDINGS INTO PASSIVE ETFS AND MUTUAL FUNDS, PER BEST PRACTICES. INTEL CORPORATION - COMMON STOCK ST Sale $15,001 - $50,000 George Whitesides House / D Apr. 23, 2025 Mar. 24, 2025

TO AVOID ANY POSSIBLE CONFLICTS OF INTEREST WITH MY FUTURE CONGRESSIONAL WORK, I’M TRANSITIONING MY SINGLE

-12.82%
INVA STOCK, COMPANY-SPECIFIC HOLDINGS INTO PASSIVE ETFS AND MUTUAL FUNDS, PER BEST PRACTICES. C�������: TO AVOID ANY POSSIBLE CONFLICTS OF INTEREST WITH MY FUTURE CONGRESSIONAL WORK, I’M TRANSITIONING MY SINGLE STOCK, COMPANY-SPECIFIC HOLDINGS INTO PASSIVE ETFS AND MUTUAL FUNDS, PER BEST PRACTICES. INNOVIVA, INC. - COMMON STOCK ST Sale $50,001 - $100,000 George Whitesides House / D Apr. 23, 2025 Mar. 24, 2025

-

9.65%
INVA STOCK, COMPANY-SPECIFIC HOLDINGS INTO PASSIVE ETFS AND MUTUAL FUNDS, PER BEST PRACTICES. C�������: TO AVOID ANY POSSIBLE CONFLICTS OF INTEREST WITH MY FUTURE CONGRESSIONAL WORK, I’M TRANSITIONING MY SINGLE STOCK, COMPANY-SPECIFIC HOLDINGS INTO PASSIVE ETFS AND MUTUAL FUNDS, PER BEST PRACTICES. SP INNOVIVA, INC. - COMMON STOCK ST Sale $250,001 - $500,000 George Whitesides House / D Apr. 23, 2025 Mar. 25, 2025

TO AVOID ANY POSSIBLE CONFLICTS OF INTEREST WITH MY FUTURE CONGRESSIONAL WORK, I’M TRANSITIONING MY SINGLE

9.57%
JNJ STOCK, COMPANY-SPECIFIC HOLDINGS INTO PASSIVE ETFS AND MUTUAL FUNDS, PER BEST PRACTICES. C�������: TO AVOID ANY POSSIBLE CONFLICTS OF INTEREST WITH MY FUTURE CONGRESSIONAL WORK, I’M TRANSITIONING MY SINGLE STOCK, COMPANY-SPECIFIC HOLDINGS INTO PASSIVE ETFS AND MUTUAL FUNDS, PER BEST PRACTICES. JOHNSON & JOHNSON COMMON STOCK ST Sale $100,001 - $250,000 George Whitesides House / D Apr. 23, 2025 Mar. 24, 2025

TO AVOID ANY POSSIBLE CONFLICTS OF INTEREST WITH MY FUTURE CONGRESSIONAL WORK, I’M TRANSITIONING MY SINGLE

-0.94%
JPM STOCK, COMPANY-SPECIFIC HOLDINGS INTO PASSIVE ETFS AND MUTUAL FUNDS, PER BEST PRACTICES. C�������: TO AVOID ANY POSSIBLE CONFLICTS OF INTEREST WITH MY FUTURE CONGRESSIONAL WORK, I’M TRANSITIONING MY SINGLE STOCK, COMPANY-SPECIFIC HOLDINGS INTO PASSIVE ETFS AND MUTUAL FUNDS, PER BEST PRACTICES. JP MORGAN CHASE & CO. COMMON STOCK ST Sale $50,001 - $100,000 George Whitesides House / D Apr. 23, 2025 Mar. 24, 2025

TO AVOID ANY POSSIBLE CONFLICTS OF INTEREST WITH MY FUTURE CONGRESSIONAL WORK, I’M TRANSITIONING MY SINGLE

2.58%
KO STOCK, COMPANY-SPECIFIC HOLDINGS INTO PASSIVE ETFS AND MUTUAL FUNDS, PER BEST PRACTICES. C�������: TO AVOID ANY POSSIBLE CONFLICTS OF INTEREST WITH MY FUTURE CONGRESSIONAL WORK, I’M TRANSITIONING MY SINGLE STOCK, COMPANY-SPECIFIC HOLDINGS INTO PASSIVE ETFS AND MUTUAL FUNDS, PER BEST PRACTICES. COCA-COLA COMPANY ST Sale $100,001 - $250,000 George Whitesides House / D Apr. 23, 2025 Mar. 24, 2025

TO AVOID ANY POSSIBLE CONFLICTS OF INTEREST WITH MY FUTURE CONGRESSIONAL WORK, I’M TRANSITIONING MY SINGLE

8.69%
LIN STOCK, COMPANY-SPECIFIC HOLDINGS INTO PASSIVE ETFS AND MUTUAL FUNDS, PER BEST PRACTICES. C�������: TO AVOID ANY POSSIBLE CONFLICTS OF INTEREST WITH MY FUTURE CONGRESSIONAL WORK, I’M TRANSITIONING MY SINGLE STOCK, COMPANY-SPECIFIC HOLDINGS INTO PASSIVE ETFS AND MUTUAL FUNDS, PER BEST PRACTICES. LINDE PLC - ORDINARY SHARES ST Sale $100,001 - $250,000 George Whitesides House / D Apr. 23, 2025 Mar. 24, 2025

TO AVOID ANY POSSIBLE CONFLICTS OF INTEREST WITH MY FUTURE CONGRESSIONAL WORK, I’M TRANSITIONING MY SINGLE

2.07%
LMT STOCK, COMPANY-SPECIFIC HOLDINGS INTO PASSIVE ETFS AND MUTUAL FUNDS, PER BEST PRACTICES. C�������: TO AVOID ANY POSSIBLE CONFLICTS OF INTEREST WITH MY FUTURE CONGRESSIONAL WORK, I’M TRANSITIONING MY SINGLE STOCK, COMPANY-SPECIFIC HOLDINGS INTO PASSIVE ETFS AND MUTUAL FUNDS, PER BEST PRACTICES. LOCKHEED MARTIN CORPORATION COMMON STOCK ST Sale $50,001 - $100,000 George Whitesides House / D Apr. 23, 2025 Mar. 24, 2025

TO AVOID ANY POSSIBLE CONFLICTS OF INTEREST WITH MY FUTURE CONGRESSIONAL WORK, I’M TRANSITIONING MY SINGLE

14.20%
MCD STOCK, COMPANY-SPECIFIC HOLDINGS INTO PASSIVE ETFS AND MUTUAL FUNDS, PER BEST PRACTICES. C�������: TO AVOID ANY POSSIBLE CONFLICTS OF INTEREST WITH MY FUTURE CONGRESSIONAL WORK, I’M TRANSITIONING MY SINGLE STOCK, COMPANY-SPECIFIC HOLDINGS INTO PASSIVE ETFS AND MUTUAL FUNDS, PER BEST PRACTICES. MCDONALD'S CORPORATION COMMON STOCK ST Sale $100,001 - $250,000 George Whitesides House / D Apr. 23, 2025 Mar. 24, 2025

TO AVOID ANY POSSIBLE CONFLICTS OF INTEREST WITH MY FUTURE CONGRESSIONAL WORK, I’M TRANSITIONING MY SINGLE

8.02%
MDT STOCK, COMPANY-SPECIFIC HOLDINGS INTO PASSIVE ETFS AND MUTUAL FUNDS, PER BEST PRACTICES. C�������: TO AVOID ANY POSSIBLE CONFLICTS OF INTEREST WITH MY FUTURE CONGRESSIONAL WORK, I’M TRANSITIONING MY SINGLE STOCK, COMPANY-SPECIFIC HOLDINGS INTO PASSIVE ETFS AND MUTUAL FUNDS, PER BEST PRACTICES. MEDTRONIC PLC. ORDINARY SHARES ST Sale $50,001 - $100,000 George Whitesides House / D Apr. 23, 2025 Mar. 24, 2025

TO AVOID ANY POSSIBLE CONFLICTS OF INTEREST WITH MY FUTURE CONGRESSIONAL WORK, I’M TRANSITIONING MY SINGLE

-2.23%
MMC STOCK, COMPANY-SPECIFIC HOLDINGS INTO PASSIVE ETFS AND MUTUAL FUNDS, PER BEST PRACTICES. C�������: TO AVOID ANY POSSIBLE CONFLICTS OF INTEREST WITH MY FUTURE CONGRESSIONAL WORK, I’M TRANSITIONING MY SINGLE STOCK, COMPANY-SPECIFIC HOLDINGS INTO PASSIVE ETFS AND MUTUAL FUNDS, PER BEST PRACTICES. MARSH & MCLENNAN COMPANIES, INC. COMMON STOCK ST Sale $100,001 - $250,000 George Whitesides House / D Apr. 23, 2025 Mar. 24, 2025

TO AVOID ANY POSSIBLE CONFLICTS OF INTEREST WITH MY FUTURE CONGRESSIONAL WORK, I’M TRANSITIONING MY SINGLE

-2.16%
MSFT STOCK, COMPANY-SPECIFIC HOLDINGS INTO PASSIVE ETFS AND MUTUAL FUNDS, PER BEST PRACTICES. C�������: TO AVOID ANY POSSIBLE CONFLICTS OF INTEREST WITH MY FUTURE CONGRESSIONAL WORK, I’M TRANSITIONING MY SINGLE STOCK, COMPANY-SPECIFIC HOLDINGS INTO PASSIVE ETFS AND MUTUAL FUNDS, PER BEST PRACTICES. MICROSOFT CORPORATION - COMMON STOCK ST Sale $250,001 - $500,000 George Whitesides House / D Apr. 23, 2025 Mar. 24, 2025

TO AVOID ANY POSSIBLE CONFLICTS OF INTEREST WITH MY FUTURE CONGRESSIONAL WORK, I’M TRANSITIONING MY SINGLE

4.08%
NEE STOCK, COMPANY-SPECIFIC HOLDINGS INTO PASSIVE ETFS AND MUTUAL FUNDS, PER BEST PRACTICES. C�������: TO AVOID ANY POSSIBLE CONFLICTS OF INTEREST WITH MY FUTURE CONGRESSIONAL WORK, I’M TRANSITIONING MY SINGLE STOCK, COMPANY-SPECIFIC HOLDINGS INTO PASSIVE ETFS AND MUTUAL FUNDS, PER BEST PRACTICES. NEXTERA ENERGY, INC. COMMON STOCK ST Sale $50,001 - $100,000 George Whitesides House / D Apr. 23, 2025 Mar. 24, 2025

TO AVOID ANY POSSIBLE CONFLICTS OF INTEREST WITH MY FUTURE CONGRESSIONAL WORK, I’M TRANSITIONING MY SINGLE

-1.28%
NFLX STOCK, COMPANY-SPECIFIC HOLDINGS INTO PASSIVE ETFS AND MUTUAL FUNDS, PER BEST PRACTICES. C�������: TO AVOID ANY POSSIBLE CONFLICTS OF INTEREST WITH MY FUTURE CONGRESSIONAL WORK, I’M TRANSITIONING MY SINGLE STOCK, COMPANY-SPECIFIC HOLDINGS INTO PASSIVE ETFS AND MUTUAL FUNDS, PER BEST PRACTICES. NETFLIX, INC. - COMMON STOCK ST Sale $100,001 - $250,000 George Whitesides House / D Apr. 23, 2025 Mar. 27, 2025

TO AVOID ANY POSSIBLE CONFLICTS OF INTEREST WITH MY FUTURE CONGRESSIONAL WORK, I’M TRANSITIONING MY SINGLE

15.68%
NVS STOCK, COMPANY-SPECIFIC HOLDINGS INTO PASSIVE ETFS AND MUTUAL FUNDS, PER BEST PRACTICES. C�������: TO AVOID ANY POSSIBLE CONFLICTS OF INTEREST WITH MY FUTURE CONGRESSIONAL WORK, I’M TRANSITIONING MY SINGLE STOCK, COMPANY-SPECIFIC HOLDINGS INTO PASSIVE ETFS AND MUTUAL FUNDS, PER BEST PRACTICES. NOVARTIS AG COMMON STOCK ST Sale $100,001 - $250,000 George Whitesides House / D Apr. 23, 2025 Mar. 24, 2025

TO AVOID ANY POSSIBLE CONFLICTS OF INTEREST WITH MY FUTURE CONGRESSIONAL WORK, I’M TRANSITIONING MY SINGLE

5.34%
PG STOCK, COMPANY-SPECIFIC HOLDINGS INTO PASSIVE ETFS AND MUTUAL FUNDS, PER BEST PRACTICES. C�������: TO AVOID ANY POSSIBLE CONFLICTS OF INTEREST WITH MY FUTURE CONGRESSIONAL WORK, I’M TRANSITIONING MY SINGLE STOCK, COMPANY-SPECIFIC HOLDINGS INTO PASSIVE ETFS AND MUTUAL FUNDS, PER BEST PRACTICES. PROCTER & GAMBLE COMPANY ST Sale $100,001 - $250,000 George Whitesides House / D Apr. 23, 2025 Mar. 24, 2025

TO AVOID ANY POSSIBLE CONFLICTS OF INTEREST WITH MY FUTURE CONGRESSIONAL WORK, I’M TRANSITIONING MY SINGLE

1.60%
RCL STOCK, COMPANY-SPECIFIC HOLDINGS INTO PASSIVE ETFS AND MUTUAL FUNDS, PER BEST PRACTICES. C�������: TO AVOID ANY POSSIBLE CONFLICTS OF INTEREST WITH MY FUTURE CONGRESSIONAL WORK, I’M TRANSITIONING MY SINGLE STOCK, COMPANY-SPECIFIC HOLDINGS INTO PASSIVE ETFS AND MUTUAL FUNDS, PER BEST PRACTICES. ROYAL CARIBBEAN CRUISES LTD. COMMON STOCK ST Sale $100,001 - $250,000 George Whitesides House / D Apr. 23, 2025 Mar. 24, 2025

TO AVOID ANY POSSIBLE CONFLICTS OF INTEREST WITH MY FUTURE CONGRESSIONAL WORK, I’M TRANSITIONING MY SINGLE

-1.56%
ROK STOCK, COMPANY-SPECIFIC HOLDINGS INTO PASSIVE ETFS AND MUTUAL FUNDS, PER BEST PRACTICES. C�������: TO AVOID ANY POSSIBLE CONFLICTS OF INTEREST WITH MY FUTURE CONGRESSIONAL WORK, I’M TRANSITIONING MY SINGLE STOCK, COMPANY-SPECIFIC HOLDINGS INTO PASSIVE ETFS AND MUTUAL FUNDS, PER BEST PRACTICES. ROCKWELL AUTOMATION, INC. COMMON STOCK ST Sale $50,001 - $100,000 George Whitesides House / D Apr. 23, 2025 Mar. 24, 2025

TO AVOID ANY POSSIBLE CONFLICTS OF INTEREST WITH MY FUTURE CONGRESSIONAL WORK, I’M TRANSITIONING MY SINGLE

-2.91%
RSG STOCK, COMPANY-SPECIFIC HOLDINGS INTO PASSIVE ETFS AND MUTUAL FUNDS, PER BEST PRACTICES. C�������: TO AVOID ANY POSSIBLE CONFLICTS OF INTEREST WITH MY FUTURE CONGRESSIONAL WORK, I’M TRANSITIONING MY SINGLE STOCK, COMPANY-SPECIFIC HOLDINGS INTO PASSIVE ETFS AND MUTUAL FUNDS, PER BEST PRACTICES. REPUBLIC SERVICES, INC. COMMON STOCK ST Sale $100,001 - $250,000 George Whitesides House / D Apr. 23, 2025 Mar. 24, 2025

TO AVOID ANY POSSIBLE CONFLICTS OF INTEREST WITH MY FUTURE CONGRESSIONAL WORK, I’M TRANSITIONING MY SINGLE

7.61%
RTX STOCK, COMPANY-SPECIFIC HOLDINGS INTO PASSIVE ETFS AND MUTUAL FUNDS, PER BEST PRACTICES. C�������: TO AVOID ANY POSSIBLE CONFLICTS OF INTEREST WITH MY FUTURE CONGRESSIONAL WORK, I’M TRANSITIONING MY SINGLE STOCK, COMPANY-SPECIFIC HOLDINGS INTO PASSIVE ETFS AND MUTUAL FUNDS, PER BEST PRACTICES. RTX CORPORATION COMMON STOCK ST Sale $50,001 - $100,000 George Whitesides House / D Apr. 23, 2025 Mar. 24, 2025

TO AVOID ANY POSSIBLE CONFLICTS OF INTEREST WITH MY FUTURE CONGRESSIONAL WORK, I’M TRANSITIONING MY SINGLE

-2.63%
SDZNY STOCK, COMPANY-SPECIFIC HOLDINGS INTO PASSIVE ETFS AND MUTUAL FUNDS, PER BEST PRACTICES. C�������: TO AVOID ANY POSSIBLE CONFLICTS OF INTEREST WITH MY FUTURE CONGRESSIONAL WORK, I’M TRANSITIONING MY SINGLE STOCK, COMPANY-SPECIFIC HOLDINGS INTO PASSIVE ETFS AND MUTUAL FUNDS, PER BEST PRACTICES. SANDOZ GROUP AG S/ADR ST Sale $1,001 - $15,000 George Whitesides House / D Apr. 23, 2025 Mar. 24, 2025

TO AVOID ANY POSSIBLE CONFLICTS OF INTEREST WITH MY FUTURE CONGRESSIONAL WORK, I’M TRANSITIONING MY SINGLE

2.31%
SPCE STOCK, COMPANY-SPECIFIC HOLDINGS INTO PASSIVE ETFS AND MUTUAL FUNDS, PER BEST PRACTICES. C�������: TO AVOID ANY POSSIBLE CONFLICTS OF INTEREST WITH MY FUTURE CONGRESSIONAL WORK, I’M TRANSITIONING MY SINGLE STOCK, COMPANY-SPECIFIC HOLDINGS INTO PASSIVE ETFS AND MUTUAL FUNDS, PER BEST PRACTICES. VIRGIN GALACTIC HOLDINGS, INC. COMMON STOCK ST Sale $1,001 - $15,000 George Whitesides House / D Apr. 23, 2025 Mar. 24, 2025

TO AVOID ANY POSSIBLE CONFLICTS OF INTEREST WITH MY FUTURE CONGRESSIONAL WORK, I’M TRANSITIONING MY SINGLE

-25.06%
TBPH STOCK, COMPANY-SPECIFIC HOLDINGS INTO PASSIVE ETFS AND MUTUAL FUNDS, PER BEST PRACTICES. C�������: TO AVOID ANY POSSIBLE CONFLICTS OF INTEREST WITH MY FUTURE CONGRESSIONAL WORK, I’M TRANSITIONING MY SINGLE STOCK, COMPANY-SPECIFIC HOLDINGS INTO PASSIVE ETFS AND MUTUAL FUNDS, PER BEST PRACTICES. THERAVANCE BIOPHARMA, INC. - ORDINARY SHARES ST Sale $15,001 - $50,000 George Whitesides House / D Apr. 23, 2025 Mar. 24, 2025

TO AVOID ANY POSSIBLE CONFLICTS OF INTEREST WITH MY FUTURE CONGRESSIONAL WORK, I’M TRANSITIONING MY SINGLE

8.23%
TXN STOCK, COMPANY-SPECIFIC HOLDINGS INTO PASSIVE ETFS AND MUTUAL FUNDS, PER BEST PRACTICES. C�������: TO AVOID ANY POSSIBLE CONFLICTS OF INTEREST WITH MY FUTURE CONGRESSIONAL WORK, I’M TRANSITIONING MY SINGLE STOCK, COMPANY-SPECIFIC HOLDINGS INTO PASSIVE ETFS AND MUTUAL FUNDS, PER BEST PRACTICES. TEXAS INSTRUMENTS INCORPORATED - COMMON STOCK ST Sale $50,001 - $100,000 George Whitesides House / D Apr. 23, 2025 Mar. 24, 2025

TO AVOID ANY POSSIBLE CONFLICTS OF INTEREST WITH MY FUTURE CONGRESSIONAL WORK, I’M TRANSITIONING MY SINGLE

-7.81%
UNP STOCK, COMPANY-SPECIFIC HOLDINGS INTO PASSIVE ETFS AND MUTUAL FUNDS, PER BEST PRACTICES. C�������: TO AVOID ANY POSSIBLE CONFLICTS OF INTEREST WITH MY FUTURE CONGRESSIONAL WORK, I’M TRANSITIONING MY SINGLE STOCK, COMPANY-SPECIFIC HOLDINGS INTO PASSIVE ETFS AND MUTUAL FUNDS, PER BEST PRACTICES. UNION PACIFIC CORPORATION COMMON STOCK ST Sale $50,001 - $100,000 George Whitesides House / D Apr. 23, 2025 Mar. 24, 2025

TO AVOID ANY POSSIBLE CONFLICTS OF INTEREST WITH MY FUTURE CONGRESSIONAL WORK, I’M TRANSITIONING MY SINGLE

-4.92%
V STOCK, COMPANY-SPECIFIC HOLDINGS INTO PASSIVE ETFS AND MUTUAL FUNDS, PER BEST PRACTICES. C�������: TO AVOID ANY POSSIBLE CONFLICTS OF INTEREST WITH MY FUTURE CONGRESSIONAL WORK, I’M TRANSITIONING MY SINGLE STOCK, COMPANY-SPECIFIC HOLDINGS INTO PASSIVE ETFS AND MUTUAL FUNDS, PER BEST PRACTICES. VISA INC. ST Sale $15,001 - $50,000 George Whitesides House / D Apr. 23, 2025 Mar. 24, 2025

TO AVOID ANY POSSIBLE CONFLICTS OF INTEREST WITH MY FUTURE CONGRESSIONAL WORK, I’M TRANSITIONING MY SINGLE

1.87%
- US TREASURY BILL GS Purchase $1,000,001 - $5,000,000 Earl L. "Buddy" Carter House / R Apr. 23, 2025 Apr. 15, 2025

DUE 6/17/25

-
- MORGAN STANLEY FIN LLC MTN ZERO CPN CS Sale $500,001 - $1,000,000 Kevin Hern House / R Apr. 23, 2025 Mar. 31, 2025

MATURED - REDEEMED BY THE ISSUER

-
AMZN AMAZON.COM, INC. - COMMON STOCK ST Sale $1,001 - $15,000 Robert Bresnahan House / R Apr. 22, 2025 Apr. 03, 2025

-

3.51%
AVGO BROADCOM INC. - COMMON STOCK ST Sale $1,001 - $15,000 Robert Bresnahan House / R Apr. 22, 2025 Mar. 31, 2025

-

16.38%
AVGO BROADCOM INC. - COMMON STOCK ST Sale $1,001 - $15,000 Robert Bresnahan House / R Apr. 22, 2025 Apr. 03, 2025

-

22.45%
HOOD ROBINHOOD MARKETS, INC. - CLASS A COMMON STOCK ST Sale $1,001 - $15,000 Robert Bresnahan House / R Apr. 22, 2025 Apr. 03, 2025

-

26.83%
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION COMMON STOCK ST Purchase $1,001 - $15,000 Robert Bresnahan House / R Apr. 22, 2025 Mar. 26, 2025

-

-3.66%
INTU INTUIT INC. - COMMON STOCK ST Purchase $1,001 - $15,000 Robert Bresnahan House / R Apr. 22, 2025 Apr. 01, 2025

-

3.56%
META META PLATFORMS, INC. - CLASS A COMMON STOCK ST Sale $1,001 - $15,000 Robert Bresnahan House / R Apr. 22, 2025 Apr. 02, 2025

-

-3.81%
MNDY MONDAY.COM LTD. - ORDINARY SHARES ST Purchase $1,001 - $15,000 Robert Bresnahan House / R Apr. 22, 2025 Apr. 01, 2025

-

6.39%
MSFT MICROSOFT CORPORATION - COMMON STOCK ST Purchase $1,001 - $15,000 Robert Bresnahan House / R Apr. 22, 2025 Apr. 03, 2025

-

2.60%
NET CLOUDFLARE, INC. CLASS A COMMON STOCK ST Sale $1,001 - $15,000 Robert Bresnahan House / R Apr. 22, 2025 Apr. 04, 2025

-

15.92%
OKTA OKTA, INC. - CLASS A COMMON STOCK ST Purchase $1,001 - $15,000 Robert Bresnahan House / R Apr. 22, 2025 Apr. 04, 2025

-

3.74%
RDDT REDDIT, INC. CLASS A COMMON STOCK ST Sale $1,001 - $15,000 Robert Bresnahan House / R Apr. 22, 2025 Apr. 04, 2025

-

27.17%
SHOP SHOPIFY INC. - CLASS A SUBORDINATE VOTING SHARES ST Sale $1,001 - $15,000 Robert Bresnahan House / R Apr. 22, 2025 Apr. 03, 2025

-

15.60%
SNDK SANDISK CORPORATION - COMMON STOCK ST Sale $1,001 - $15,000 Robert Bresnahan House / R Apr. 22, 2025 Apr. 04, 2025

-

0.38%
TSLA TESLA, INC. - COMMON STOCK ST Sale $1,001 - $15,000 Robert Bresnahan House / R Apr. 22, 2025 Mar. 31, 2025

-

11.47%
TXN TEXAS INSTRUMENTS INCORPORATED - COMMON STOCK ST Purchase $1,001 - $15,000 Robert Bresnahan House / R Apr. 22, 2025 Mar. 26, 2025

-

-8.23%
TXN TEXAS INSTRUMENTS INCORPORATED - COMMON STOCK ST Purchase $1,001 - $15,000 Robert Bresnahan House / R Apr. 22, 2025 Mar. 31, 2025

-

-7.85%
- PA ST HGR EDUCTNL FACS AUTH REV REF-UNIVERSITY OF PA GS Purchase $50,001 - $100,000 Robert Bresnahan House / R Apr. 22, 2025 Apr. 02, 2025

-

-
- ALLEGHENY CNTY PA HOSP DEV AUTH REF-UNIV PITTSBURGH MED CNTR GS Sale $100,001 - $250,000 Robert Bresnahan House / R Apr. 22, 2025 Mar. 27, 2025

-

-
- PA ST HGR EDUCTNL FACS AUTH REV UNIVOF PA HEA GS Purchase $50,001 - $100,000 Robert Bresnahan House / R Apr. 22, 2025 Mar. 31, 2025

-

-
- EASTON PA AREA SCH DIST REF- SER A LTD TAX GS Sale $100,001 - $250,000 Robert Bresnahan House / R Apr. 22, 2025 Apr. 01, 2025

-

-
- PA ST TPK COMMN TPK REV REF- SER A GS Purchase $50,001 - $100,000 Robert Bresnahan House / R Apr. 22, 2025 Apr. 02, 2025

-

-
FWONK Liberty Media Formula One Sr C Stock Sale (Partial) $50,001 - $100,000 John W. Hickenlooper Senate / D Apr. 21, 2025 Mar. 18, 2025

-

2.01%
GIC GLOBAL INDUSTRIAL COMPANY COMMON STOCK ST Sale $15,001 - $50,000 Thomas R. Suozzi House / D Apr. 21, 2025 Mar. 31, 2025

-

0.27%
DTE Dte Energy Company Stock Sale (Full) $1,001 - $15,000 John Boozman Senate / R Apr. 20, 2025 Mar. 19, 2025

-

1.88%
IVW iShares S&P 500 Growth ETF Stock Sale (Partial) $1,001 - $15,000 John Boozman Senate / R Apr. 20, 2025 Mar. 19, 2025

-

2.19%
AMAT Applied Materials Stock Purchase $1,001 - $15,000 John Boozman Senate / R Apr. 20, 2025 Mar. 19, 2025

-

1.04%
TBLL Invesco Short Term Treasury ETF Stock Purchase $1,001 - $15,000 John Boozman Senate / R Apr. 20, 2025 Mar. 05, 2025

-

5.56%
TBLL Invesco Short Term Treasury ETF Stock Purchase $1,001 - $15,000 John Boozman Senate / R Apr. 20, 2025 Mar. 19, 2025

-

2.67%
- SMCI CALL Stock Sale (Partial) $1,001 - $15,000 Ashley Moody Senate / R Apr. 20, 2025 Mar. 25, 2025

-

-
- SMCI Stock Purchase $100,001 - $250,000 Ashley Moody Senate / R Apr. 20, 2025 Mar. 25, 2025

-

-
- SMCI Stock Sale (Partial) $15,001 - $50,000 Ashley Moody Senate / R Apr. 20, 2025 Mar. 24, 2025

-

-
- SMCI PUT Stock Sale (Full) $1,001 - $15,000 Ashley Moody Senate / R Apr. 20, 2025 Mar. 25, 2025

-

-
- NVDA Stock Purchase $100,001 - $250,000 Ashley Moody Senate / R Apr. 20, 2025 Mar. 20, 2025

-

-
- NVDA CALL Stock Sale (Full) $1,001 - $15,000 Ashley Moody Senate / R Apr. 20, 2025 Mar. 25, 2025

-

-
- NVDA Stock Purchase $15,001 - $50,000 Ashley Moody Senate / R Apr. 20, 2025 Mar. 21, 2025

-

-
- SMCI CALL Stock Sale (Full) $1,001 - $15,000 Ashley Moody Senate / R Apr. 20, 2025 Mar. 25, 2025

-

-
- SMCI CALL Stock Sale (Full) $1,001 - $15,000 Ashley Moody Senate / R Apr. 20, 2025 Mar. 25, 2025

-

-
ILMN ILLUMINA, INC. - COMMON STOCK ST Purchase $1,001 - $15,000 Thomas H. Kean, Jr. House / R Apr. 18, 2025 Apr. 01, 2025

-

0.55%
NVT NVENT ELECTRIC PLC ORDINARY SHARES ST Purchase $1,001 - $15,000 Thomas H. Kean, Jr. House / R Apr. 18, 2025 Apr. 01, 2025

-

4.85%
NVT NVENT ELECTRIC PLC ORDINARY SHARES ST Purchase $1,001 - $15,000 Thomas H. Kean, Jr. House / R Apr. 18, 2025 Mar. 07, 2025

-

3.93%
- U.S TREASURY BILLS S GS Sale $500,001 - $1,000,000 Scott H. Peters House / D Apr. 18, 2025 Mar. 27, 2025

-

-
- U.S TREASURY BILLS GS Purchase $500,001 - $1,000,000 Scott H. Peters House / D Apr. 18, 2025 Mar. 31, 2025

-

-
ABBV ABBVIE INC. COMMON STOCK ST Sale $1,001 - $15,000 Dwight Evans House / D Apr. 17, 2025 Apr. 03, 2025

-

-10.14%
AMT AMERICAN TOWER CORPORATION ST Sale $1,001 - $15,000 Dwight Evans House / D Apr. 17, 2025 Apr. 03, 2025

-

-10.03%
AMZN AMAZON.COM, INC. - COMMON STOCK ST Purchase $1,001 - $15,000 Dwight Evans House / D Apr. 17, 2025 Apr. 03, 2025

-

3.51%
BWIN THE BALDWIN INSURANCE GROUP, INC. - CLASS A COMMON STOCK ST Sale $500,001 - $1,000,000 Scott Franklin House / R Apr. 17, 2025 Apr. 10, 2025

-

-4.43%
GOOGL ALPHABET INC. - CLASS A COMMON STOCK ST Purchase $1,001 - $15,000 Dwight Evans House / D Apr. 17, 2025 Apr. 03, 2025

-

5.04%
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION COMMON STOCK ST Purchase $1,001 - $15,000 Dwight Evans House / D Apr. 17, 2025 Apr. 03, 2025

-

-6.97%
INTC INTEL CORPORATION - COMMON STOCK ST Purchase $1,001 - $15,000 Dwight Evans House / D Apr. 17, 2025 Apr. 03, 2025

-

-13.03%
KMI KINDER MORGAN, INC. COMMON STOCK ST Sale $1,001 - $15,000 Dwight Evans House / D Apr. 17, 2025 Apr. 03, 2025

-

-5.56%
NEE NEXTERA ENERGY, INC. COMMON STOCK ST Sale $1,001 - $15,000 Dwight Evans House / D Apr. 17, 2025 Apr. 03, 2025

-

-10.80%
NOW SERVICENOW, INC. COMMON STOCK ST Sale $1,001 - $15,000 Dwight Evans House / D Apr. 17, 2025 Apr. 03, 2025

-

19.70%
NVDA NVIDIA CORPORATION - COMMON STOCK ST Purchase $1,001 - $15,000 Dwight Evans House / D Apr. 17, 2025 Apr. 03, 2025

-

6.63%
OKE ONEOK, INC. COMMON STOCK ST Sale $1,001 - $15,000 Dwight Evans House / D Apr. 17, 2025 Apr. 03, 2025

-

-9.31%
PWR QUANTA SERVICES, INC. COMMON STOCK ST Sale $1,001 - $15,000 Dwight Evans House / D Apr. 17, 2025 Apr. 03, 2025

-

11.59%
WMB WILLIAMS COMPANIES, INC. ST Sale $1,001 - $15,000 Dwight Evans House / D Apr. 17, 2025 Apr. 03, 2025

-

-2.42%
- INTEREST RATE CAP TRANSACTION UBS OT Sale $25,000,001 - $50,000,000 Darrell Issa House / R Apr. 17, 2025 Apr. 10, 2025

SALE OF TWO INTEREST RATE CAP INVESTMENTS REPORTED AS PURCHASES IN 2023 AND TWO INTEREST RATE CAP INVESTMENTS

-
AAPL APPLE INC. - COMMON STOCK ST Sale $1,001 - $15,000 Bruce Westerman House / R Apr. 16, 2025 Mar. 20, 2025

-

0.44%
AAPL APPLE INC. - COMMON STOCK ST Purchase $15,001 - $50,000 Bruce Westerman House / R Apr. 16, 2025 Mar. 03, 2025

-

-6.34%
ABT ABBOTT LABORATORIES COMMON STOCK ST Purchase $1,001 - $15,000 Bruce Westerman House / R Apr. 16, 2025 Mar. 03, 2025

-

-2.37%
ADBE ADOBE INC. - COMMON STOCK ST Purchase $1,001 - $15,000 Bruce Westerman House / R Apr. 16, 2025 Mar. 03, 2025

-

-10.83%
ADDYY ADIDAS AG SPONSORED ADR ST Purchase $1,001 - $15,000 Bruce Westerman House / R Apr. 16, 2025 Mar. 04, 2025

-

1.27%
AMZN AMAZON.COM, INC. - COMMON STOCK ST Purchase $15,001 - $50,000 Bruce Westerman House / R Apr. 16, 2025 Mar. 03, 2025

-

-2.08%
AMZN AMAZON.COM, INC. - COMMON STOCK ST Sale $1,001 - $15,000 Bruce Westerman House / R Apr. 16, 2025 Mar. 20, 2025

-

-0.36%
ASML ASML HOLDING N.V. - NEW YORK REGISTRY SHARES ST Purchase $1,001 - $15,000 Bruce Westerman House / R Apr. 16, 2025 Mar. 20, 2025

-

-5.04%
ASML ASML HOLDING N.V. - NEW YORK REGISTRY SHARES ST Purchase $1,001 - $15,000 Bruce Westerman House / R Apr. 16, 2025 Mar. 03, 2025

-

2.51%
AVGO BROADCOM INC. - COMMON STOCK ST Purchase $1,001 - $15,000 Bruce Westerman House / R Apr. 16, 2025 Mar. 03, 2025

-

8.37%
AVGO BROADCOM INC. - COMMON STOCK ST Sale $1,001 - $15,000 Bruce Westerman House / R Apr. 16, 2025 Mar. 20, 2025

-

3.62%
AXP AMERICAN EXPRESS COMPANY COMMON STOCK ST Purchase $1,001 - $15,000 Bruce Westerman House / R Apr. 16, 2025 Mar. 03, 2025

-

-4.64%
AZN ASTRAZENECA PLC - AMERICAN DEPOSITARY SHARES ST Purchase $1,001 - $15,000 Bruce Westerman House / R Apr. 16, 2025 Mar. 03, 2025

-

-2.84%
BAC BANK OF AMERICA CORPORATION COMMON STOCK ST Purchase $1,001 - $15,000 Bruce Westerman House / R Apr. 16, 2025 Mar. 03, 2025

-

-7.15%
BCS BARCLAYS PLC COMMON STOCK ST Purchase $1,001 - $15,000 Bruce Westerman House / R Apr. 16, 2025 Mar. 03, 2025

-

5.68%
BHP BHP GROUP LIMITED AMERICAN DEPOSITARY SHARES ST Purchase $1,001 - $15,000 Bruce Westerman House / R Apr. 16, 2025 Mar. 03, 2025

-

4.45%
BP BP P.L.C. COMMON STOCK ST Purchase $1,001 - $15,000 Bruce Westerman House / R Apr. 16, 2025 Mar. 21, 2025

-

-12.79%
BP BP P.L.C. COMMON STOCK ST Purchase $1,001 - $15,000 Bruce Westerman House / R Apr. 16, 2025 Mar. 03, 2025

-

-2.50%
BSX BOSTON SCIENTIFIC CORPORATION COMMON STOCK ST Purchase $1,001 - $15,000 Bruce Westerman House / R Apr. 16, 2025 Mar. 03, 2025

-

2.91%
BUD ANHEUSER-BUSCH INBEV SA SPONSORED ADR ST Purchase $1,001 - $15,000 Bruce Westerman House / R Apr. 16, 2025 Mar. 04, 2025

-

11.02%
C CITIGROUP, INC. COMMON STOCK ST Purchase $1,001 - $15,000 Bruce Westerman House / R Apr. 16, 2025 Mar. 03, 2025

-

-5.59%
CAT CATERPILLAR, INC. COMMON STOCK ST Purchase $1,001 - $15,000 Bruce Westerman House / R Apr. 16, 2025 Mar. 03, 2025

-

-1.97%
CCI CROWN CASTLE INC. COMMON STOCK ST Purchase $1,001 - $15,000 Bruce Westerman House / R Apr. 16, 2025 Mar. 03, 2025

-

10.26%
CFRUY COMPAGNIE FINANCIERE RICHEMONT UNSPONSORED ADR ST Purchase $1,001 - $15,000 Bruce Westerman House / R Apr. 16, 2025 Mar. 04, 2025

-

-9.69%
CMI CUMMINS INC. COMMON STOCK ST Purchase $1,001 - $15,000 Bruce Westerman House / R Apr. 16, 2025 Mar. 03, 2025

-

-11.88%
CNQ CANADIAN NATURAL RESOURCES LIMITED COMMON STOCK ST Purchase $1,001 - $15,000 Bruce Westerman House / R Apr. 16, 2025 Mar. 03, 2025

-

15.54%
COP CONOCOPHILLIPS COMMON STOCK ST Purchase $1,001 - $15,000 Bruce Westerman House / R Apr. 16, 2025 Mar. 03, 2025

-

4.76%
COST COSTCO WHOLESALE CORPORATION - COMMON STOCK ST Purchase $1,001 - $15,000 Bruce Westerman House / R Apr. 16, 2025 Mar. 03, 2025

-

-0.92%
CRARY CREDIT AGRICOLE SA UNSPONSORED ADR ST Purchase $1,001 - $15,000 Bruce Westerman House / R Apr. 16, 2025 Mar. 03, 2025

-

20.74%
CRM SALESFORCE, INC. COMMON STOCK ST Purchase $1,001 - $15,000 Bruce Westerman House / R Apr. 16, 2025 Mar. 03, 2025

-

-2.86%
CVX CHEVRON CORPORATION COMMON STOCK ST Purchase $1,001 - $15,000 Bruce Westerman House / R Apr. 16, 2025 Mar. 03, 2025

-

-3.64%
DB DEUTSCHE BANK AG COMMON STOCK ST Purchase $1,001 - $15,000 Bruce Westerman House / R Apr. 16, 2025 Mar. 03, 2025

-

24.78%
DE DEERE & COMPANY COMMON STOCK ST Purchase $1,001 - $15,000 Bruce Westerman House / R Apr. 16, 2025 Mar. 03, 2025

-

4.34%
DSDVY DSV A/S UNSPONSORED ADR ST Purchase $1,001 - $15,000 Bruce Westerman House / R Apr. 16, 2025 Mar. 03, 2025

-

2.77%
DTEGY DEUTSCHE TELEKOM AG ST Purchase $1,001 - $15,000 Bruce Westerman House / R Apr. 16, 2025 Mar. 03, 2025

-

0.26%
EMR EMERSON ELECTRIC COMPANY COMMON STOCK ST Purchase $1,001 - $15,000 Bruce Westerman House / R Apr. 16, 2025 Mar. 03, 2025

-

-4.41%
EW EDWARDS LIFESCIENCES CORPORATION COMMON STOCK ST Purchase $1,001 - $15,000 Bruce Westerman House / R Apr. 16, 2025 Mar. 03, 2025

-

12.25%
FANUY FANUC CORPORATION UNSPONSORED ADR ST Purchase $1,001 - $15,000 Bruce Westerman House / R Apr. 16, 2025 Mar. 03, 2025

-

-3.00%
FCX FREEPORT-MCMORAN, INC. COMMON STOCK ST Purchase $1,001 - $15,000 Bruce Westerman House / R Apr. 16, 2025 Mar. 03, 2025

-

10.86%
GOOGL ALPHABET INC. - CLASS A COMMON STOCK ST Purchase $15,001 - $50,000 Bruce Westerman House / R Apr. 16, 2025 Mar. 03, 2025

-

2.71%
GOOGL ALPHABET INC. - CLASS A COMMON STOCK ST Sale $1,001 - $15,000 Bruce Westerman House / R Apr. 16, 2025 Mar. 20, 2025

-

2.18%
GS GOLDMAN SACHS GROUP, INC. ST Purchase $1,001 - $15,000 Bruce Westerman House / R Apr. 16, 2025 Mar. 03, 2025

-

-4.24%
GSK GSK PLC AMERICAN DEPOSITARY SHARES ST Purchase $1,001 - $15,000 Bruce Westerman House / R Apr. 16, 2025 Mar. 03, 2025

-

4.37%
HD HOME DEPOT, INC. ST Purchase $1,001 - $15,000 Bruce Westerman House / R Apr. 16, 2025 Mar. 03, 2025

-

-2.50%
HKXCY HONG KONG EXCHANGES & CLEARING LTD UNSPONSORED ADR ST Purchase $1,001 - $15,000 Bruce Westerman House / R Apr. 16, 2025 Mar. 20, 2025

-

-4.70%
HSBC HSBC HOLDINGS, PLC. COMMON STOCK ST Purchase $1,001 - $15,000 Bruce Westerman House / R Apr. 16, 2025 Mar. 03, 2025

-

-1.46%
ISNPY INTESA SANPAOLO S.P.A. SPONSORED ADR ST Purchase $1,001 - $15,000 Bruce Westerman House / R Apr. 16, 2025 Mar. 03, 2025

-

12.28%

Congress Long-Short Strategy

U.S. Congress

This strategy tracks the performance of stocks that have been purchased or sold by members of U.S. Congress (or their family). It takes a long position in stocks that have been purchased, and a short position in stocks which have been sold. This strategy is weighted based on the reported size of the transactions and employs leverage with 130% long exposure and 30% short exposure, with weekly rebalancing.

Backtest Start Date: 2020-04-01

Key Metrics

+ Show Full Metrics

Return (1d)

0.81%

Return (30d)

-7.25%

Return (1y)

6.87%

CAGR (Total)

30.18%

Max Drawdown

-24.40%

Beta

1.13

Alpha

0.09

Sharpe Ratio

0.845

Win Rate

51.00%

Average Win

0.32%

Average Loss

-0.20%

Annual Volatility

6.02%

Annual Std Dev

0.25

Information Ratio

0.58

Treynor Ratio

0.18

Total Trades

4638
Metrics Definitions
  • Alpha

    Measures a portfolio's risk-adjusted performance against that of its benchmark

    Learn More
  • Annual Standard Deviation

    Measures how much the portfolio's total return varies from its mean or average.

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  • Annual Volatility

    A statistical measure of the dispersion of returns for the portfolio.

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  • Average Win

    The average return (%) for trades that resulted in a positive return.

  • Average Loss

    The average return (%) for trades that resulted in a negative return.

  • Beta

    A measure of the volatility of the portfolio compared to the market as a whole.

    Learn More
  • CAGR

    CAGR (Compounded Annual Growth Rate), is the historical annualized rate of return for an investment strategy, throughout the backtest period.

    Learn More
  • Information Ratio

    A measurement of portfolio returns beyond the returns of its benchmark compared to the volatility of those returns.

    Learn More
  • Max Drawdown

    the maximum observed loss from a peak to a trough of a portfolio, before a new peak is attained.

    Learn More
  • Sharpe Ratio

    The Sharpe Ratio is a measure of historical risk-adjusted return, which quantifies the amount of return that an investor received per unit of risk.

    Learn More
  • Total Trades

    The total number of trades made by this strategy.

  • Treynor Ratio

    Attempts to measure how successful an investment is in providing compensation to investors for taking on investment risk.

    Learn More
  • Win Rate

    The percentage of total trades that resulted in a positive return.

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Most Active Congressional Traders - Last Year

Click on a politician for more details

Name
Trades
Estimated Trade Volume
Josh Gottheimer image
Josh Gottheimer Democratic - House
599 $75,581,500
Nancy Pelosi image
Nancy Pelosi Democratic - House
15 $36,825,000
David H. McCormick Republican - Senate
14 $6,645,000
Markwayne Mullin image
Markwayne Mullin Republican - Senate
95 $5,254,500
Tommy Tuberville image
Tommy Tuberville Republican - Senate
184 $5,088,500
Scott Franklin image
Scott Scott Franklin Republican - House
11 $3,263,000
Victoria Spartz image
Victoria Spartz Republican - House
3 $3,107,500
Mark E. Green image
Mark Dr Green Republican - House
20 $2,995,500
Scott Franklin image
C. Scott Franklin Republican - House
68 $2,993,000
Robert Bresnahan image
Rob Bresnahan Republican - House
262 $2,671,000
Tim Moore image
Tim Moore Republican - House
31 $2,648,000
Jefferson Shreve image
Jefferson Shreve Republican - House
66 $2,572,000
John W. Hickenlooper image
John Hickenlooper Democratic - Senate
11 $2,125,000
Kevin Hern image
Kevin Hern Republican - House
35 $1,540,500
John James image
John James Republican - House
147 $1,192,500
Jared Moskowitz image
Jared Moskowitz Democratic - House
131 $1,164,000
Marjorie Taylor Greene image
Marjorie Taylor Mrs Greene Republican - House
132 $1,056,000
John Boozman image
John Boozman Republican - Senate
97 $947,500
Greg Landsman image
Greg Landsman Democratic - House
60 $945,500
Gilbert Ray Cisneros, Jr. image
Gilbert Cisneros Democratic - House
79 $895,000
Jonathan L. Jackson image
Jonathan Jackson Democratic - House
28 $861,000
Mikie Sherrill image
Mikie Sherrill Democratic - House
3 $825,000
Julie Johnson image
Julie Johnson Democratic - House
99 $816,500
Cleo Fields image
Cleo Fields Democratic - House
1 $750,000
Kathy E. Manning image
Kathy Manning Democratic - Senate
71 $733,000
Sheldon Whitehouse image
Sheldon Whitehouse Democratic - Senate
37 $732,500
Earl L. "Buddy" Carter image
Earl Leroy Carter Republican - House
4 $700,000
Tina Smith image
Tina Smith Democratic - Senate
5 $675,000
Marjorie Taylor Greene image
Marjorie Taylor Greene Republican - House
81 $672,500
Virginia Foxx image
Virginia Foxx Republican - House
41 $651,500
Rick W. Allen image
Richard W. Allen Republican - House
15 $641,500
Rudy Yakym III image
Rudy Yakym Iii Republican - House
10 $503,500
Thomas H. Kean, Jr. image
Thomas H. Kean Jr. Republican - House
29 $428,000
Ashley B. Moody Republican - Senate
4 $400,000
Laurel M. Lee image
Laurel Lee Republican - House
8 $396,000
April McClain Delaney image
April Mcclain Delaney Democratic - House
37 $394,000
Ted Cruz image
Ted Cruz Republican - Senate
1 $375,000
Shelley Moore Capito image
Shelley Moore Capito Republican - Senate
46 $368,000
Earl Blumenauer image
Earl Blumenauer Democratic - Senate
20 $307,000
Chip Roy image
Chip Roy Republican - House
7 $272,000
William R. Keating image
William R. Keating Democratic - House
27 $240,500
Dan Newhouse image
Dan Newhouse Republican - House
29 $232,000
Byron Donalds image
Byron Donalds Republican - House
29 $232,000
James Comer image
James Comer Republican - House
29 $232,000
Maria Elvira Salazar image
Maria Elvira Salazar Republican - House
8 $211,000
Carol D. Miller image
Carol Devine Miller Republican - House
11 $186,000
Morgan McGarvey image
Morgan Mcgarvey Democratic - House
20 $184,500
Thomas R. Carper image
Thomas R. Carper Democratic - Senate
22 $176,000
Suzan K. DelBene image
Suzan K. Delbene Democratic - House
1 $175,000
Ron Wyden image
Ron Wyden Democratic - Senate
4 $166,000
Lloyd Doggett image
Lloyd Doggett Democratic - House
20 $160,000
Michael C. Burgess image
Michael C. Burgess Republican - Senate
10 $153,500
Thomas H. Kean, Jr. image
Thomas H. Kean Jr Republican - House
15 $144,500
Susie Lee image
Susie Lee Democratic - House
5 $138,000
Thomas R. Suozzi image
Thomas R. Suozzi Democratic - House
8 $137,500
Pete Sessions image
Pete Sessions Republican - House
8 $131,000
Shri Thanedar image
Shri Thanedar Democratic - House
12 $112,500
Rick Larsen image
Rick Larsen Democratic - House
14 $112,000
Jake Auchincloss image
Jake Auchincloss Democratic - House
3 $97,500
Mike Kelly image
Mike Kelly Republican - House
9 $96,500
Lance Gooden image
Lance Gooden Republican - House
3 $91,000
Eleanor Holmes Norton image
Eleanor Holmes Norton Democratic - House
5 $89,000
Gary C. Peters image
Gary Peters Democratic - Senate
8 $88,500
Emily Randall image
Emily Randall Democratic - House
11 $88,000
Max L. Miller image
Max Miller Republican - House
11 $88,000
Debbie Dingell image
Debbie Dingell Democratic - House
4 $81,000
Neal P. Dunn image
Md Neal Patrick Dunn Republican - House
10 $80,000
Jamie Raskin image
Jamie Raskin Democratic - House
1 $75,000
Laurel M. Lee image
Laurel Mrs Lee Republican - House
2 $65,000
Robert E. Latta image
Robert E. Latta Republican - House
5 $64,500
Jerry Moran image
Jerry Moran Republican - Senate
5 $64,500
Gerald E. Connolly image
Gerald E. Connolly Democratic - House
8 $64,000
Debbie Wasserman Schultz image
Debbie Wasserman Schultz Democratic - House
7 $56,000
Brad Knott image
Brad Knott Republican - House
3 $48,500
Steve Cohen image
Steve Cohen Democratic - House
2 $40,500
Bill Hagerty image
Bill Hagerty Republican - Senate
2 $40,500
J. French Hill image
James French Hill Republican - House
1 $32,500
Kathy Castor image
Kathy Castor Democratic - House
1 $32,500
Susan M. Collins image
Susan M. Collins Republican - Senate
1 $32,500
Daniel S. Goldman image
Daniel Goldman Democratic - House
1 $32,500
Rudy Yakym III image
Rudy C. Yakym Iii Republican - House
1 $32,500
Neal P. Dunn image
Facs Dunn Neal Patrick Md Republican - House
1 $32,500
Mitch McConnell image
A. Mitchell Jr. McConnell Republican - Senate
4 $32,000
Guy Reschenthaler image
Guy Mr Reschenthaler Republican - House
3 $24,000
Michael Guest image
Michael Patrick Guest Republican - House
3 $24,000
Marco Rubio image
Marco Rubio Republican - Senate
2 $16,000
Abigail Davis Spanberger image
Abigail Spanberger Democratic - Senate
2 $16,000
Katie Boyd Britt image
Katie Britt Republican - Senate
1 $8,000
Jim Banks image
James E. Banks Republican - Senate
1 $8,000
Deborah K. Ross image
Deborah Ross Democratic - House
1 $8,000
August Pfluger image
August Lee Pfluger Ii Republican - House
1 $8,000
Stephen F. Lynch image
Stephen F. Lynch Democratic - House
1 $8,000
Jim Banks image
James E Hon Banks Republican - Senate
1 $8,000

Highest Net Worth Congressmembers

Click on a politician for more net worth details

Politician
Current Net Worth
*

Note that these are only rough estimates, and the data may be inaccurate or incomplete. This estimate does not include the value of the individual's primary residence, or any outstanding liabilities. Estimates of the value of publicly traded holdings are updated on an hourly basis. Estimates of the value of private holdings are only updated on an annual basis.