U.S. Representative
Virginia Foxx
RHouseNorth Carolina · District 05
U.S. Representative (R) for North Carolina, 83 years old.
Tenure
Representative since 2005
Born
New York, New York County, N.Y., 1943
Full biography
FOXX, Virginia Ann, a Representative from North Carolina; born in New York, New York County, N.Y., June 29, 1943; graduated from Crossnore High School, Crossnore, N.C., 1961; A.B., University of North Carolina, Chapel Hill, N.C., 1968; M.A.C.T., University of North Carolina, Chapel Hill, N.C., 1972; Ed.D., University of North Carolina, Greensboro, N.C., 1985; instructor, Caldwell Community College, Hudson, N.C.; instructor, Appalachian State University, Boone, N.C.; assistant dean, Appalachian State University, Boone, N.C.; president, Mayland Community College, Spruce Pine, N.C., 1987-1994; landscape nursery owner; deputy secretary for management, North Carolina Department of Administration; member of the Watauga County, N.C., board of education, 1976-1988; member of the North Carolina state senate, 1994-2004; elected as a Republican to the One Hundred Ninth and to the ten succeeding Congresses (January 3, 2005-present); chair, Committee on Education and the Workforce (One Hundred Fifteenth and One Hundred Eighteenth Congresses); chair, Committee on Rules (One Hundred Nineteenth Congress).
Source: U.S. Congress Bioguide / public-record corporate filings.
Year-to-date performance
Return YTD
Down 2.7%
Net Profit YTD
−$217
▼ Trailing S&P 500 by 9.2 pts
3 priced trades counted
Profitable trades
0%
House rank
#48/85
100
Total trades
$91K
Volume YTD
410d
Avg hold
24
Conflicts
Track record by window
Year to date
−$217
-2.7%
Gross flow$91K
Trades3
Bought / Sold1·2
Open book33%
Public-record gap-6.9%
1 year
−$2.5K
-4.1%
Gross flow$236K
Trades15
Bought / Sold9·6
Open book60%
Public-record gap-2.6%
5 years
+$86.6K
+23.9%
Gross flow$11.5M
Trades454
Bought / Sold362·91
Open book80%
Public-record gap+12.4%
Best call · 1Y
↑bought
Alliance Resource Partners Lp (ARLP)+$287(+3.6%)
Bought at $24.25 on Nov 17, 2025 · now $25.12
Partnership Interests (ARLP)
Worst call · 1Y
↑bought
Hercules Capital (HTGC)−$1.5K(-19.2%)
Bought at $19.16 on Aug 19, 2025 · now $15.48
Disclosed trades · 100
All filings →●Filed Mar 2, 2026·traded Feb 13, 2026
↑bought
A
Partnership Interests (ARLP)(ARLP)$1K-$15K17 days to disclose
Bad buy·−$217-2.7%
−9.2% vs S&P 500●Filed Feb 6, 2026·traded Jan 12, 2026
↓sold
P
Public Storage Common Stock (PSA)(PSA)$1K-$15K25 days to disclose
Flat·+0.0%
+10.1% vs S&P 500●Filed Feb 6, 2026·traded Jan 12, 2026
↓sold
H
(HTGC)(HTGC)$50K-$100K25 days to disclose
⚑ Financial Services · Health, Employment, Labor, and PensionsFlat·+0.0%
−6.2% vs S&P 500●Filed Jan 5, 2026·traded Dec 30, 2025
↑bought
E
Stock (EFC)(EFC)$1K-$15K6 days to disclose
Bad buy·−$262-3.3%
−12.5% vs S&P 500●Filed Dec 1, 2025·traded Nov 19, 2025
↑bought
H
(HTGC)(HTGC)$1K-$15K12 days to disclose
⚑ Financial Services · Health, Employment, Labor, and PensionsBad buy·−$891-11.1%
−11.7% vs S&P 500●Filed Dec 1, 2025·traded Nov 17, 2025
↑bought
A
Partnership Interests (ARLP)(ARLP)$1K-$15K14 days to disclose
Good buy·+$287+3.6%
−24.5% vs S&P 500●Filed Dec 1, 2025·traded Nov 14, 2025
↑bought
A
Partnership Interests (ARLP)(ARLP)$1K-$15K17 days to disclose
Good buy·+$45+0.6%
−25.2% vs S&P 500●Filed Oct 6, 2025·traded Sep 25, 2025
↓sold
H
(HTGC)(HTGC)$15K-$50K11 days to disclose
⚑ Financial Services · Health, Employment, Labor, and PensionsFlat·+0.0%
−3.0% vs S&P 500●Filed Oct 6, 2025·traded Sep 25, 2025
↓sold
A
Partnership Interests (ARLP)(ARLP)$1K-$15K11 days to disclose
Flat·+0.0%
+26.9% vs S&P 500●Filed Sep 8, 2025·traded Aug 19, 2025
↑bought
H
(HTGC)(HTGC)$1K-$15K20 days to disclose
⚑ Financial Services · Health, Employment, Labor, and PensionsBad buy·−$1.5K-19.2%
−17.8% vs S&P 500●Filed Sep 8, 2025·traded Aug 14, 2025
↑bought
A
Partnership Interests (ARLP)(ARLP)$1K-$15K25 days to disclose
Bad buy·−$110-1.4%
−36.6% vs S&P 500●Filed Jul 3, 2025·traded Jun 30, 2025
↑bought
E
Stock (EFC)(EFC)$1K-$15K3 days to disclose
Good buy·+$204+2.5%
−18.9% vs S&P 500●Filed Jul 3, 2025·traded Jun 24, 2025
↓sold
Energy Transfer LP Common Units (ET)(ET)$15K-$50K
9 days to disclose
Flat·+0.0%
+36.2% vs S&P 500●Filed Jul 3, 2025·traded Jun 24, 2025
↓sold
Common Stock (BMY)(BMY)$1K-$15K
9 days to disclose
⚑ Pharmaceutical · Health, Employment, Labor, and PensionsFlat·+0.0%
+11.0% vs S&P 500●Filed Jun 3, 2025·traded May 20, 2025
↑bought
H
(HTGC)(HTGC)$1K-$15K14 days to disclose
⚑ Financial Services · Health, Employment, Labor, and PensionsBad buy·−$1.1K-13.3%
−14.3% vs S&P 500●Filed Jun 3, 2025·traded May 15, 2025
↑bought
A
Partnership Interests (ARLP)(ARLP)$1K-$15K19 days to disclose
Bad buy·−$448-5.6%
−40.7% vs S&P 500●Filed Apr 4, 2025·traded Mar 31, 2025
↑bought
E
Stock (EFC)(EFC)$1K-$15K4 days to disclose
Flat·+0.4%
−33.8% vs S&P 500●Filed Apr 4, 2025·traded Mar 7, 2025
↓soldEnergy Transfer LP Common Units (ET)(ET)$50K-$100K
28 days to disclose
Flat·+0.0%
+32.3% vs S&P 500●Filed Apr 4, 2025·traded Mar 7, 2025
↓sold
A
Partnership Interests (ARLP)(ARLP)$15K-$50K28 days to disclose
Flat·+0.0%
+32.3% vs S&P 500●Filed Apr 4, 2025·traded Mar 7, 2025
↓sold
F
(FLNG)(FLNG)$15K-$50K28 days to disclose
Flat·+0.0%
+32.3% vs S&P 500●Filed Apr 4, 2025·traded Mar 7, 2025
↓sold
P
Shares (PBA)(PBA)$50K-$100K28 days to disclose
Flat·+0.0%
+30.3% vs S&P 500●Filed Apr 4, 2025·traded Mar 5, 2025
↑bought
H
(HTGC)(HTGC)$1K-$15K30 days to disclose
⚑ Financial Services · Health, Employment, Labor, and PensionsBad buy·−$1.5K-18.9%
−22.2% vs S&P 500●Filed Mar 3, 2025·traded Feb 19, 2025
↑boughtEnergy Transfer LP Common Units (ET)(ET)$1K-$15K
12 days to disclose
Bad buy·−$288-3.6%
−29.3% vs S&P 500●Filed Mar 3, 2025·traded Feb 14, 2025
↑bought
A
Partnership Interests (ARLP)(ARLP)$1K-$15K17 days to disclose
Bad buy·−$490-6.1%
−34.6% vs S&P 500●Filed Jan 6, 2025·traded Dec 30, 2024
↑bought
D
Duke Energy Corporation (DUK)(DUK)$1K-$15K7 days to disclose
Good buy·+$1.3K+16.6%
−2.6% vs S&P 500●Filed Jan 6, 2025·traded Dec 6, 2024
↑boughtCommon Stock (BMY)(BMY)$1K-$15K
31 days to disclose
⚑ Pharmaceutical · Health, Employment, Labor, and PensionsBad buy·−$663-8.3%
−11.2% vs S&P 500●Filed Jan 6, 2025·traded Dec 6, 2024
↓sold
V
Stock (VIASP)(VIASP)$50K-$100K31 days to disclose
Flat·+0.0%
+23.5% vs S&P 500●Filed Jan 6, 2025·traded Dec 6, 2024
↑bought
AbbVie Inc. Common Stock (ABBV)(ABBV)$1K-$15K
31 days to disclose
⚑ Pharmaceutical · Health, Employment, Labor, and PensionsGood buy·+$1.8K+22.4%
+19.5% vs S&P 500●Filed Jan 6, 2025·traded Dec 6, 2024
↑bought
Johnson & Johnson Common Stock (JNJ)(JNJ)$1K-$15K
31 days to disclose
⚑ Pharmaceutical · Health, Employment, Labor, and PensionsGood buy·+$4.4K+54.9%
+52.0% vs S&P 500●Filed Jan 6, 2025·traded Dec 6, 2024
↓sold
A
Common Stock (ASC)(ASC)$15K-$50K31 days to disclose
Flat·+0.0%
+24.0% vs S&P 500●Filed Jan 6, 2025·traded Dec 6, 2024
↓sold
P
Shares (PBA)(PBA)$50K-$100K31 days to disclose
Flat·+0.0%
+23.5% vs S&P 500●Filed Jan 6, 2025·traded Dec 6, 2024
↓sold
F
(FLNG)(FLNG)$15K-$50K31 days to disclose
Flat·+0.0%
+27.1% vs S&P 500●Filed Jan 6, 2025·traded Dec 6, 2024
↑bought
P
Public Storage Common Stock (PSA)(PSA)$1K-$15K31 days to disclose
Bad buy·−$626-7.8%
−10.0% vs S&P 500●Filed Jan 6, 2025·traded Dec 6, 2024
↓sold
A
Partnership Interests (ARLP)(ARLP)$15K-$50K31 days to disclose
Flat·+0.0%
+27.1% vs S&P 500●Filed Jan 6, 2025·traded Dec 6, 2024
↑bought
A
Inc. (AEP)(AEP)$1K-$15K31 days to disclose
Good buy·+$3.1K+38.3%
+25.1% vs S&P 500●Filed Jan 6, 2025·traded Dec 6, 2024
↑bought
Amgen Inc. - Common Stock (AMGN)(AMGN)$1K-$15K
31 days to disclose
⚑ Pharmaceutical · Health, Employment, Labor, and PensionsGood buy·+$1.7K+20.7%
+17.8% vs S&P 500●Filed Jan 6, 2025·traded Dec 6, 2024
↓soldEnergy Transfer LP Common Units (ET)(ET)$15K-$50K
31 days to disclose
Flat·+0.0%
+27.1% vs S&P 500●Filed Dec 11, 2024·traded Nov 20, 2024
↑bought
H
(HTGC)(HTGC)$1K-$15K21 days to disclose
⚑ Financial Services · Health, Employment, Labor, and PensionsBad buy·−$1.4K-17.7%
−22.4% vs S&P 500●Filed Dec 11, 2024·traded Nov 19, 2024
↑boughtEnergy Transfer LP Common Units (ET)(ET)$1K-$15K
22 days to discloseJoint
Good buy·+$639+8.0%
−13.3% vs S&P 500●Filed Dec 11, 2024·traded Nov 14, 2024
↑bought
A
Partnership Interests (ARLP)(ARLP)$1K-$15K27 days to disclose
Bad buy·−$574-7.2%
−29.1% vs S&P 500●Filed Nov 12, 2024·traded Oct 23, 2024
↑bought
H
(HTGC)(HTGC)$15K-$50K20 days to disclose
⚑ Financial Services · Health, Employment, Labor, and PensionsBad buy·−$7.2K-22.1%
−45.5% vs S&P 500●Filed Oct 21, 2024·traded Sep 30, 2024
↑bought
E
Stock (EFC)(EFC)$1K-$15K21 days to disclose
Good buy·+$458+5.7%
−18.7% vs S&P 500●Filed Sep 4, 2024·traded Aug 20, 2024
↑bought
H
(HTGC)(HTGC)$1K-$15K15 days to disclose
⚑ Financial Services · Health, Employment, Labor, and PensionsBad buy·−$1.2K-15.3%
−43.0% vs S&P 500●Filed Sep 4, 2024·traded Aug 19, 2024
↑boughtEnergy Transfer LP Common Units (ET)(ET)$1K-$15K
16 days to disclose
Good buy·+$1.4K+17.4%
−10.2% vs S&P 500●Filed Sep 4, 2024·traded Aug 14, 2024
↑bought
A
Partnership Interests (ARLP)(ARLP)$1K-$15K21 days to disclose
Good buy·+$662+8.3%
−23.0% vs S&P 500●Filed Aug 6, 2024·traded Jul 11, 2024
↑bought
A
Common Stock (ASC)(ASC)$1K-$15K26 days to disclose
Bad buy·−$1.4K-17.3%
−45.6% vs S&P 500●Filed Aug 6, 2024·traded Jul 9, 2024
↑bought
A
Common Stock (ASC)(ASC)$1K-$15K28 days to disclose
Bad buy·−$1.4K-17.6%
−46.0% vs S&P 500●Filed Aug 6, 2024·traded Jul 8, 2024
↑bought
A
Common Stock (ASC)(ASC)$1K-$15K29 days to disclose
Bad buy·−$1.5K-19.1%
−47.7% vs S&P 500●Filed Jun 6, 2024·traded May 21, 2024
↑bought
H
(HTGC)(HTGC)$1K-$15K16 days to disclose
⚑ Financial Services · Health, Employment, Labor, and PensionsBad buy·−$1.7K-21.2%
−55.5% vs S&P 500●Filed Jun 6, 2024·traded May 20, 2024
↑boughtEnergy Transfer LP Common Units (ET)(ET)$1K-$15K
17 days to disclose
Good buy·+$1.5K+18.6%
−16.0% vs S&P 500●Filed Jun 6, 2024·traded May 15, 2024
↑bought
A
Partnership Interests (ARLP)(ARLP)$1K-$15K22 days to disclose
Good buy·+$810+10.1%
−24.6% vs S&P 500●Filed Jun 6, 2024·traded May 2, 2024
↑boughtEnergy Transfer LP Common Units (ET)(ET)$1K-$15K
35 days to disclose
Good buy·+$1.7K+21.2%
−20.1% vs S&P 500●Filed Jun 6, 2024·traded May 1, 2024
↑boughtEnergy Transfer LP Common Units (ET)(ET)$1K-$15K
36 days to disclose
Good buy·+$1.9K+23.6%
−19.1% vs S&P 500●Filed May 6, 2024·traded Apr 30, 2024
↑boughtEnergy Transfer LP Common Units (ET)(ET)$1K-$15K
6 days to disclose
Good buy·+$1.7K+21.6%
−20.6% vs S&P 500●Filed May 6, 2024·traded Apr 16, 2024
↑bought
H
(HTGC)(HTGC)$1K-$15K20 days to disclose
⚑ Financial Services · Health, Employment, Labor, and PensionsBad buy·−$1.1K-14.0%
−55.7% vs S&P 500●Filed May 6, 2024·traded Apr 9, 2024
↑bought
A
Common Stock (ASC)(ASC)$1K-$15K27 days to disclose
Good buy·+$387+4.8%
−32.6% vs S&P 500●Filed Apr 10, 2024·traded Mar 7, 2024
↑bought
H
(HTGC)(HTGC)$1K-$15K34 days to disclose
⚑ Financial Services · Health, Employment, Labor, and PensionsBad buy·−$1.2K-14.7%
−53.3% vs S&P 500●Filed Apr 10, 2024·traded Mar 6, 2024
↑bought
A
Common Stock (ASC)(ASC)$1K-$15K35 days to disclose
Good buy·+$318+4.0%
−36.0% vs S&P 500●Filed Apr 10, 2024·traded Mar 4, 2024
↑bought
A
Common Stock (ASC)(ASC)$1K-$15K37 days to disclose
Good buy·+$473+5.9%
−33.4% vs S&P 500●Filed Mar 7, 2024·traded Feb 27, 2024
↑bought
A
Common Stock (ASC)(ASC)$1K-$15K9 days to disclose
Good buy·+$173+2.2%
−38.6% vs S&P 500●Filed Mar 7, 2024·traded Feb 26, 2024
↑bought
A
Partnership Interests (ARLP)(ARLP)$1K-$15K10 days to disclose
Good buy·+$2.6K+32.9%
−8.1% vs S&P 500●Filed Mar 7, 2024·traded Feb 26, 2024
↑bought
F
(FLNG)(FLNG)$1K-$15K10 days to disclose
Good buy·+$1.9K+24.2%
−16.9% vs S&P 500●Filed Mar 7, 2024·traded Feb 23, 2024
↑bought
A
Common Stock (ASC)(ASC)$1K-$15K13 days to disclose
Good buy·+$297+3.7%
−36.8% vs S&P 500●Filed Mar 7, 2024·traded Feb 23, 2024
↑bought
A
Partnership Interests (ARLP)(ARLP)$1K-$15K13 days to disclose
Good buy·+$2.6K+32.2%
−8.3% vs S&P 500●Filed Mar 7, 2024·traded Feb 23, 2024
↑bought
F
(FLNG)(FLNG)$1K-$15K13 days to disclose
Good buy·+$1.8K+22.0%
−18.5% vs S&P 500●Filed Mar 7, 2024·traded Feb 21, 2024
↑boughtEnergy Transfer LP Common Units (ET)(ET)$1K-$15K
15 days to discloseJoint
Good buy·+$2.3K+28.8%
−14.7% vs S&P 500●Filed Mar 7, 2024·traded Feb 15, 2024
↑bought
A
Partnership Interests (ARLP)(ARLP)$1K-$15K21 days to disclose
Good buy·+$2.3K+28.2%
−14.0% vs S&P 500●Filed Mar 7, 2024·traded Feb 15, 2024
↑bought
A
Common Stock (ASC)(ASC)$1K-$15K21 days to disclose
Good buy·+$118+1.5%
−40.7% vs S&P 500●Filed Mar 7, 2024·traded Feb 9, 2024
↑bought
F
(FLNG)(FLNG)$1K-$15K27 days to disclose
Good buy·+$1.5K+19.2%
−23.2% vs S&P 500●Filed Mar 7, 2024·traded Feb 7, 2024
↑bought
F
(FLNG)(FLNG)$1K-$15K29 days to disclose
Good buy·+$1.2K+15.1%
−28.2% vs S&P 500●Filed Mar 7, 2024·traded Feb 5, 2024
↑bought
A
Common Stock (ASC)(ASC)$1K-$15K31 days to disclose
Good buy·+$98+1.2%
−43.7% vs S&P 500●Filed Mar 7, 2024·traded Feb 2, 2024
↑bought
F
(FLNG)(FLNG)$1K-$15K34 days to disclose
Good buy·+$575+7.2%
−37.2% vs S&P 500●Filed Mar 7, 2024·traded Feb 1, 2024
↑bought
H
(HTGC)(HTGC)$1K-$15K35 days to disclose
⚑ Financial Services · Health, Employment, Labor, and PensionsBad buy·−$796-9.9%
−55.8% vs S&P 500●Filed Feb 5, 2024·traded Jan 18, 2024
↑boughtEnergy Transfer LP Common Units (ET)(ET)$1K-$15K
18 days to discloseJoint
Good buy·+$3.2K+39.4%
−10.4% vs S&P 500●Filed Feb 5, 2024·traded Jan 17, 2024
↑bought
S
Schwab U.S. Large-Cap ETF (SCHX)(SCHX)$1K-$15K19 days to discloseJoint
Good buy·+$4.1K+50.7%
−0.4% vs S&P 500●Filed Feb 5, 2024·traded Jan 17, 2024
↓sold
Altria Group, Inc. (MO)(MO)$15K-$50K
19 days to disclose
Flat·+0.0%
+51.1% vs S&P 500●Filed Feb 5, 2024·traded Jan 17, 2024
↑boughtEnergy Transfer LP Common Units (ET)(ET)$1K-$15K
19 days to discloseJoint
Good buy·+$3.1K+38.9%
−12.2% vs S&P 500●Filed Feb 5, 2024·traded Jan 17, 2024
↓sold
C
Cross Timbers Royalty Trust (CRT)(CRT)$15K-$50K19 days to discloseJoint
Flat·+0.0%
+51.1% vs S&P 500●Filed Feb 5, 2024·traded Jan 16, 2024
↑boughtEnergy Transfer LP Common Units (ET)(ET)$15K-$50K
20 days to discloseJoint
Good buy·+$12.2K+37.6%
−12.7% vs S&P 500●Filed Feb 5, 2024·traded Jan 16, 2024
↓soldAltria Group, Inc. (MO)(MO)$1K-$15K
20 days to disclose
Flat·+0.0%
+50.3% vs S&P 500●Filed Feb 5, 2024·traded Jan 10, 2024
↓soldAltria Group, Inc. (MO)(MO)$15K-$50K
26 days to disclose
Flat·+0.0%
+49.8% vs S&P 500●Filed Feb 5, 2024·traded Jan 8, 2024
↑bought
S
Schwab U.S. Large-Cap ETF (SCHX)(SCHX)$1K-$15K28 days to discloseJoint
Good buy·+$4K+49.8%
−0.5% vs S&P 500●Filed Feb 5, 2024·traded Jan 8, 2024
↑bought
H
Hercules Capital, Inc. (HTGC)(HTGC)$1K-$15K28 days to disclose
⚑ Financial Services · Health, Employment, Labor, and PensionsBad buy·−$895-11.2%
−61.6% vs S&P 500●Filed Jan 4, 2024·traded Dec 8, 2023
↑bought
C
Cross Timbers Royalty Trust (CRT)(CRT)$1K-$15K27 days to discloseJoint
Bad buy·−$3.4K-42.7%
−97.8% vs S&P 500●Filed Jan 4, 2024·traded Dec 4, 2023
↑bought
F
(FLNG)(FLNG)$1K-$15K31 days to disclose
Good buy·+$525+6.6%
−49.7% vs S&P 500●Filed Dec 5, 2023·traded Nov 29, 2023
↑bought
C
Cross Timbers Royalty Trust (CRT)(CRT)$1K-$15K6 days to discloseJoint
Bad buy·−$3.5K-43.5%
−100.5% vs S&P 500●Filed Dec 5, 2023·traded Nov 28, 2023
↑bought
F
(FLNG)(FLNG)$1K-$15K7 days to disclose
Good buy·+$452+5.6%
−51.2% vs S&P 500●Filed Dec 5, 2023·traded Nov 28, 2023
↑bought
C
Cross Timbers Royalty Trust (CRT)(CRT)$1K-$15K7 days to discloseJoint
Bad buy·−$3.8K-47.3%
−104.1% vs S&P 500●Filed Dec 5, 2023·traded Nov 15, 2023
↑bought
A
Partnership Interests (ARLP)(ARLP)$1K-$15K20 days to disclose
Good buy·+$1K+13.0%
−45.7% vs S&P 500●Filed Dec 5, 2023·traded Nov 10, 2023
↓sold
U
(USDP)(USDP)$1K-$15K25 days to disclose
Flat·+0.0%
+62.0% vs S&P 500●Filed Nov 7, 2023·traded Oct 25, 2023
↑bought
H
Hercules Capital, Inc. (HTGC)(HTGC)$1K-$15K13 days to disclose
⚑ Financial Services · Health, Employment, Labor, and PensionsGood buy·+$153+1.9%
−69.0% vs S&P 500●Filed Nov 7, 2023·traded Oct 23, 2023
↑bought
H
Hercules Capital, Inc. (HTGC)(HTGC)$1K-$15K15 days to disclose
⚑ Financial Services · Health, Employment, Labor, and PensionsGood buy·+$131+1.6%
−68.1% vs S&P 500●Filed Nov 7, 2023·traded Oct 20, 2023
↑bought
H
Hercules Capital, Inc. (HTGC)(HTGC)$1K-$15K18 days to disclose
⚑ Financial Services · Health, Employment, Labor, and PensionsBad buy·−$92-1.1%
−70.6% vs S&P 500●Filed Nov 7, 2023·traded Oct 3, 2023
↓sold
P
Partner Interests (PAA)(PAA)$15K-$50K35 days to disclose
Flat·+0.0%
+69.3% vs S&P 500●Filed Nov 7, 2023·traded Oct 3, 2023
↓sold
H
Hercules Capital, Inc. (HTGC)(HTGC)$15K-$30K35 days to disclose
⚑ Financial Services · Health, Employment, Labor, and PensionsFlat·+0.0%
+69.3% vs S&P 500●Filed Nov 7, 2023·traded Oct 2, 2023
↑bought
C
Cross Timbers Royalty Trust (CRT)(CRT)$1K-$15K36 days to discloseJoint
Bad buy·−$3.6K-44.4%
−111.4% vs S&P 500●Filed Nov 7, 2023·traded Oct 2, 2023
↑boughtAltria Group, Inc. (MO)(MO)$1K-$15K
36 days to disclose
Good buy·+$4.8K+60.6%
−6.4% vs S&P 500●Filed Nov 7, 2023·traded Oct 2, 2023
↑bought
F
(FLNG)(FLNG)$1K-$15K36 days to disclose
Good buy·+$463+5.8%
−61.2% vs S&P 500●Filed Oct 6, 2023·traded Sep 21, 2023
↓sold
H
Hercules Capital, Inc. (HTGC)(HTGC)$50K-$100K15 days to disclose
⚑ Financial Services · Health, Employment, Labor, and PensionsFlat·+0.0%
+65.4% vs S&P 500●Filed Oct 6, 2023·traded Sep 19, 2023
↑bought
C
Cross Timbers Royalty Trust (CRT)(CRT)$1K-$15K17 days to discloseJoint
Bad buy·−$4K-49.4%
−110.6% vs S&P 500| Filed | Trade date | Type | Stock | Smart move? | Size |
|---|---|---|---|---|---|
| Mar 2, 2026 | Feb 13, 2026 17 days to disclose | ↑bought | A ARLPPartnership Interests (ARLP) | Bad buy·−$217-2.7% −9.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
| Feb 6, 2026 | Jan 12, 2026 25 days to disclose | ↓sold | P PSAPublic Storage Common Stock (PSA) | Flat·+0.0% +10.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
| Feb 6, 2026 | Jan 12, 2026 25 days to disclose | ↓sold | H HTGC(HTGC) ⚑ Financial Services · Health, Employment, Labor, and Pensions | Flat·+0.0% −6.2% vs S&P 500 | $50K-$100K $50,001 - $100,000 4.8% of book |
| Jan 5, 2026 | Dec 30, 2025 6 days to disclose | ↑bought | E EFCStock (EFC) | Bad buy·−$262-3.3% −12.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
| Dec 1, 2025 | Nov 19, 2025 12 days to disclose | ↑bought | H HTGC(HTGC) ⚑ Financial Services · Health, Employment, Labor, and Pensions | Bad buy·−$891-11.1% −11.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
| Dec 1, 2025 | Nov 17, 2025 14 days to disclose | ↑bought | A ARLPPartnership Interests (ARLP) | Good buy·+$287+3.6% −24.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
| Dec 1, 2025 | Nov 14, 2025 17 days to disclose | ↑bought | A ARLPPartnership Interests (ARLP) | Good buy·+$45+0.6% −25.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
| Oct 6, 2025 | Sep 25, 2025 11 days to disclose | ↓sold | H HTGC(HTGC) ⚑ Financial Services · Health, Employment, Labor, and Pensions | Flat·+0.0% −3.0% vs S&P 500 | $15K-$50K $15,001 - $50,000 2.1% of book |
| Oct 6, 2025 | Sep 25, 2025 11 days to disclose | ↓sold | A ARLPPartnership Interests (ARLP) | Flat·+0.0% +26.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
| Sep 8, 2025 | Aug 19, 2025 20 days to disclose | ↑bought | H HTGC(HTGC) ⚑ Financial Services · Health, Employment, Labor, and Pensions | Bad buy·−$1.5K-19.2% −17.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
| Sep 8, 2025 | Aug 14, 2025 25 days to disclose | ↑bought | A ARLPPartnership Interests (ARLP) | Bad buy·−$110-1.4% −36.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
| Jul 3, 2025 | Jun 30, 2025 3 days to disclose | ↑bought | E EFCStock (EFC) | Good buy·+$204+2.5% −18.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
| Jul 3, 2025 | Jun 24, 2025 9 days to disclose | ↓sold | Energy Transfer LP Common Units (ET) | Flat·+0.0% +36.2% vs S&P 500 | $15K-$50K $15,001 - $50,000 2.1% of book |
| Jul 3, 2025 | Jun 24, 2025 9 days to disclose | ↓sold | Common Stock (BMY) ⚑ Pharmaceutical · Health, Employment, Labor, and Pensions | Flat·+0.0% +11.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
| Jun 3, 2025 | May 20, 2025 14 days to disclose | ↑bought | H HTGC(HTGC) ⚑ Financial Services · Health, Employment, Labor, and Pensions | Bad buy·−$1.1K-13.3% −14.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
| Jun 3, 2025 | May 15, 2025 19 days to disclose | ↑bought | A ARLPPartnership Interests (ARLP) | Bad buy·−$448-5.6% −40.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
| Apr 4, 2025 | Mar 31, 2025 4 days to disclose | ↑bought | E EFCStock (EFC) | Flat·+0.4% −33.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
| Apr 4, 2025 | Mar 7, 2025 28 days to disclose | ↓sold | Energy Transfer LP Common Units (ET) | Flat·+0.0% +32.3% vs S&P 500 | $50K-$100K $50,001 - $100,000 4.8% of book |
| Apr 4, 2025 | Mar 7, 2025 28 days to disclose | ↓sold | A ARLPPartnership Interests (ARLP) | Flat·+0.0% +32.3% vs S&P 500 | $15K-$50K $15,001 - $50,000 2.1% of book |
| Apr 4, 2025 | Mar 7, 2025 28 days to disclose | ↓sold | F FLNG(FLNG) | Flat·+0.0% +32.3% vs S&P 500 | $15K-$50K $15,001 - $50,000 2.1% of book |
| Apr 4, 2025 | Mar 7, 2025 28 days to disclose | ↓sold | P PBAShares (PBA) | Flat·+0.0% +30.3% vs S&P 500 | $50K-$100K $50,001 - $100,000 4.8% of book |
| Apr 4, 2025 | Mar 5, 2025 30 days to disclose | ↑bought | H HTGC(HTGC) ⚑ Financial Services · Health, Employment, Labor, and Pensions | Bad buy·−$1.5K-18.9% −22.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
| Mar 3, 2025 | Feb 19, 2025 12 days to disclose | ↑bought | Energy Transfer LP Common Units (ET) | Bad buy·−$288-3.6% −29.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
| Mar 3, 2025 | Feb 14, 2025 17 days to disclose | ↑bought | A ARLPPartnership Interests (ARLP) | Bad buy·−$490-6.1% −34.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
| Jan 6, 2025 | Dec 30, 2024 7 days to disclose | ↑bought | D DUKDuke Energy Corporation (DUK) | Good buy·+$1.3K+16.6% −2.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
| Jan 6, 2025 | Dec 6, 2024 31 days to disclose | ↑bought | Common Stock (BMY) ⚑ Pharmaceutical · Health, Employment, Labor, and Pensions | Bad buy·−$663-8.3% −11.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
| Jan 6, 2025 | Dec 6, 2024 31 days to disclose | ↓sold | V VIASPStock (VIASP) | Flat·+0.0% +23.5% vs S&P 500 | $50K-$100K $50,001 - $100,000 4.8% of book |
| Jan 6, 2025 | Dec 6, 2024 31 days to disclose | ↑bought | AbbVie Inc. Common Stock (ABBV) ⚑ Pharmaceutical · Health, Employment, Labor, and Pensions | Good buy·+$1.8K+22.4% +19.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
| Jan 6, 2025 | Dec 6, 2024 31 days to disclose | ↑bought | Johnson & Johnson Common Stock (JNJ) ⚑ Pharmaceutical · Health, Employment, Labor, and Pensions | Good buy·+$4.4K+54.9% +52.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
| Jan 6, 2025 | Dec 6, 2024 31 days to disclose | ↓sold | A ASCCommon Stock (ASC) | Flat·+0.0% +24.0% vs S&P 500 | $15K-$50K $15,001 - $50,000 2.1% of book |
| Jan 6, 2025 | Dec 6, 2024 31 days to disclose | ↓sold | P PBAShares (PBA) | Flat·+0.0% +23.5% vs S&P 500 | $50K-$100K $50,001 - $100,000 4.8% of book |
| Jan 6, 2025 | Dec 6, 2024 31 days to disclose | ↓sold | F FLNG(FLNG) | Flat·+0.0% +27.1% vs S&P 500 | $15K-$50K $15,001 - $50,000 2.1% of book |
| Jan 6, 2025 | Dec 6, 2024 31 days to disclose | ↑bought | P PSAPublic Storage Common Stock (PSA) | Bad buy·−$626-7.8% −10.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
| Jan 6, 2025 | Dec 6, 2024 31 days to disclose | ↓sold | A ARLPPartnership Interests (ARLP) | Flat·+0.0% +27.1% vs S&P 500 | $15K-$50K $15,001 - $50,000 2.1% of book |
| Jan 6, 2025 | Dec 6, 2024 31 days to disclose | ↑bought | A AEPInc. (AEP) | Good buy·+$3.1K+38.3% +25.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
| Jan 6, 2025 | Dec 6, 2024 31 days to disclose | ↑bought | Amgen Inc. - Common Stock (AMGN) ⚑ Pharmaceutical · Health, Employment, Labor, and Pensions | Good buy·+$1.7K+20.7% +17.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
| Jan 6, 2025 | Dec 6, 2024 31 days to disclose | ↓sold | Energy Transfer LP Common Units (ET) | Flat·+0.0% +27.1% vs S&P 500 | $15K-$50K $15,001 - $50,000 2.1% of book |
| Dec 11, 2024 | Nov 20, 2024 21 days to disclose | ↑bought | H HTGC(HTGC) ⚑ Financial Services · Health, Employment, Labor, and Pensions | Bad buy·−$1.4K-17.7% −22.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
| Dec 11, 2024 | Nov 19, 2024 22 days to disclose | ↑bought | Energy Transfer LP Common Units (ET) | Good buy·+$639+8.0% −13.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
| Dec 11, 2024 | Nov 14, 2024 27 days to disclose | ↑bought | A ARLPPartnership Interests (ARLP) | Bad buy·−$574-7.2% −29.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
| Nov 12, 2024 | Oct 23, 2024 20 days to disclose | ↑bought | H HTGC(HTGC) ⚑ Financial Services · Health, Employment, Labor, and Pensions | Bad buy·−$7.2K-22.1% −45.5% vs S&P 500 | $15K-$50K $15,001 - $50,000 2.1% of book |
| Oct 21, 2024 | Sep 30, 2024 21 days to disclose | ↑bought | E EFCStock (EFC) | Good buy·+$458+5.7% −18.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
| Sep 4, 2024 | Aug 20, 2024 15 days to disclose | ↑bought | H HTGC(HTGC) ⚑ Financial Services · Health, Employment, Labor, and Pensions | Bad buy·−$1.2K-15.3% −43.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
| Sep 4, 2024 | Aug 19, 2024 16 days to disclose | ↑bought | Energy Transfer LP Common Units (ET) | Good buy·+$1.4K+17.4% −10.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
| Sep 4, 2024 | Aug 14, 2024 21 days to disclose | ↑bought | A ARLPPartnership Interests (ARLP) | Good buy·+$662+8.3% −23.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
| Aug 6, 2024 | Jul 11, 2024 26 days to disclose | ↑bought | A ASCCommon Stock (ASC) | Bad buy·−$1.4K-17.3% −45.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
| Aug 6, 2024 | Jul 9, 2024 28 days to disclose | ↑bought | A ASCCommon Stock (ASC) | Bad buy·−$1.4K-17.6% −46.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
| Aug 6, 2024 | Jul 8, 2024 29 days to disclose | ↑bought | A ASCCommon Stock (ASC) | Bad buy·−$1.5K-19.1% −47.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
| Jun 6, 2024 | May 21, 2024 16 days to disclose | ↑bought | H HTGC(HTGC) ⚑ Financial Services · Health, Employment, Labor, and Pensions | Bad buy·−$1.7K-21.2% −55.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
| Jun 6, 2024 | May 20, 2024 17 days to disclose | ↑bought | Energy Transfer LP Common Units (ET) | Good buy·+$1.5K+18.6% −16.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
| Jun 6, 2024 | May 15, 2024 22 days to disclose | ↑bought | A ARLPPartnership Interests (ARLP) | Good buy·+$810+10.1% −24.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
| Jun 6, 2024 | May 2, 2024 35 days to disclose | ↑bought | Energy Transfer LP Common Units (ET) | Good buy·+$1.7K+21.2% −20.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
| Jun 6, 2024 | May 1, 2024 36 days to disclose | ↑bought | Energy Transfer LP Common Units (ET) | Good buy·+$1.9K+23.6% −19.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
| May 6, 2024 | Apr 30, 2024 6 days to disclose | ↑bought | Energy Transfer LP Common Units (ET) | Good buy·+$1.7K+21.6% −20.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
| May 6, 2024 | Apr 16, 2024 20 days to disclose | ↑bought | H HTGC(HTGC) ⚑ Financial Services · Health, Employment, Labor, and Pensions | Bad buy·−$1.1K-14.0% −55.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
| May 6, 2024 | Apr 9, 2024 27 days to disclose | ↑bought | A ASCCommon Stock (ASC) | Good buy·+$387+4.8% −32.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
| Apr 10, 2024 | Mar 7, 2024 34 days to disclose | ↑bought | H HTGC(HTGC) ⚑ Financial Services · Health, Employment, Labor, and Pensions | Bad buy·−$1.2K-14.7% −53.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
| Apr 10, 2024 | Mar 6, 2024 35 days to disclose | ↑bought | A ASCCommon Stock (ASC) | Good buy·+$318+4.0% −36.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
| Apr 10, 2024 | Mar 4, 2024 37 days to disclose | ↑bought | A ASCCommon Stock (ASC) | Good buy·+$473+5.9% −33.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
| Mar 7, 2024 | Feb 27, 2024 9 days to disclose | ↑bought | A ASCCommon Stock (ASC) | Good buy·+$173+2.2% −38.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
| Mar 7, 2024 | Feb 26, 2024 10 days to disclose | ↑bought | A ARLPPartnership Interests (ARLP) | Good buy·+$2.6K+32.9% −8.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
| Mar 7, 2024 | Feb 26, 2024 10 days to disclose | ↑bought | F FLNG(FLNG) | Good buy·+$1.9K+24.2% −16.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
| Mar 7, 2024 | Feb 23, 2024 13 days to disclose | ↑bought | A ASCCommon Stock (ASC) | Good buy·+$297+3.7% −36.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
| Mar 7, 2024 | Feb 23, 2024 13 days to disclose | ↑bought | A ARLPPartnership Interests (ARLP) | Good buy·+$2.6K+32.2% −8.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
| Mar 7, 2024 | Feb 23, 2024 13 days to disclose | ↑bought | F FLNG(FLNG) | Good buy·+$1.8K+22.0% −18.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
| Mar 7, 2024 | Feb 21, 2024 15 days to disclose | ↑bought | Energy Transfer LP Common Units (ET) | Good buy·+$2.3K+28.8% −14.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
| Mar 7, 2024 | Feb 15, 2024 21 days to disclose | ↑bought | A ARLPPartnership Interests (ARLP) | Good buy·+$2.3K+28.2% −14.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
| Mar 7, 2024 | Feb 15, 2024 21 days to disclose | ↑bought | A ASCCommon Stock (ASC) | Good buy·+$118+1.5% −40.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
| Mar 7, 2024 | Feb 9, 2024 27 days to disclose | ↑bought | F FLNG(FLNG) | Good buy·+$1.5K+19.2% −23.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
| Mar 7, 2024 | Feb 7, 2024 29 days to disclose | ↑bought | F FLNG(FLNG) | Good buy·+$1.2K+15.1% −28.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
| Mar 7, 2024 | Feb 5, 2024 31 days to disclose | ↑bought | A ASCCommon Stock (ASC) | Good buy·+$98+1.2% −43.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
| Mar 7, 2024 | Feb 2, 2024 34 days to disclose | ↑bought | F FLNG(FLNG) | Good buy·+$575+7.2% −37.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
| Mar 7, 2024 | Feb 1, 2024 35 days to disclose | ↑bought | H HTGC(HTGC) ⚑ Financial Services · Health, Employment, Labor, and Pensions | Bad buy·−$796-9.9% −55.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
| Feb 5, 2024 | Jan 18, 2024 18 days to disclose | ↑bought | Energy Transfer LP Common Units (ET) | Good buy·+$3.2K+39.4% −10.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
| Feb 5, 2024 | Jan 17, 2024 19 days to disclose | ↑bought | S SCHXJointSchwab U.S. Large-Cap ETF (SCHX) | Good buy·+$4.1K+50.7% −0.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
| Feb 5, 2024 | Jan 17, 2024 19 days to disclose | ↓sold | Altria Group, Inc. (MO) | Flat·+0.0% +51.1% vs S&P 500 | $15K-$50K $15,001 - $50,000 2.1% of book |
| Feb 5, 2024 | Jan 17, 2024 19 days to disclose | ↑bought | Energy Transfer LP Common Units (ET) | Good buy·+$3.1K+38.9% −12.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
| Feb 5, 2024 | Jan 17, 2024 19 days to disclose | ↓sold | C CRTJointCross Timbers Royalty Trust (CRT) | Flat·+0.0% +51.1% vs S&P 500 | $15K-$50K $15,001 - $50,000 2.1% of book |
| Feb 5, 2024 | Jan 16, 2024 20 days to disclose | ↑bought | Energy Transfer LP Common Units (ET) | Good buy·+$12.2K+37.6% −12.7% vs S&P 500 | $15K-$50K $15,001 - $50,000 2.1% of book |
| Feb 5, 2024 | Jan 16, 2024 20 days to disclose | ↓sold | Altria Group, Inc. (MO) | Flat·+0.0% +50.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
| Feb 5, 2024 | Jan 10, 2024 26 days to disclose | ↓sold | Altria Group, Inc. (MO) | Flat·+0.0% +49.8% vs S&P 500 | $15K-$50K $15,001 - $50,000 2.1% of book |
| Feb 5, 2024 | Jan 8, 2024 28 days to disclose | ↑bought | S SCHXJointSchwab U.S. Large-Cap ETF (SCHX) | Good buy·+$4K+49.8% −0.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
| Feb 5, 2024 | Jan 8, 2024 28 days to disclose | ↑bought | H HTGCHercules Capital, Inc. (HTGC) ⚑ Financial Services · Health, Employment, Labor, and Pensions | Bad buy·−$895-11.2% −61.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
| Jan 4, 2024 | Dec 8, 2023 27 days to disclose | ↑bought | C CRTJointCross Timbers Royalty Trust (CRT) | Bad buy·−$3.4K-42.7% −97.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
| Jan 4, 2024 | Dec 4, 2023 31 days to disclose | ↑bought | F FLNG(FLNG) | Good buy·+$525+6.6% −49.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
| Dec 5, 2023 | Nov 29, 2023 6 days to disclose | ↑bought | C CRTJointCross Timbers Royalty Trust (CRT) | Bad buy·−$3.5K-43.5% −100.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
| Dec 5, 2023 | Nov 28, 2023 7 days to disclose | ↑bought | F FLNG(FLNG) | Good buy·+$452+5.6% −51.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
| Dec 5, 2023 | Nov 28, 2023 7 days to disclose | ↑bought | C CRTJointCross Timbers Royalty Trust (CRT) | Bad buy·−$3.8K-47.3% −104.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
| Dec 5, 2023 | Nov 15, 2023 20 days to disclose | ↑bought | A ARLPPartnership Interests (ARLP) | Good buy·+$1K+13.0% −45.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
| Dec 5, 2023 | Nov 10, 2023 25 days to disclose | ↓sold | U USDP(USDP) | Flat·+0.0% +62.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
| Nov 7, 2023 | Oct 25, 2023 13 days to disclose | ↑bought | H HTGCHercules Capital, Inc. (HTGC) ⚑ Financial Services · Health, Employment, Labor, and Pensions | Good buy·+$153+1.9% −69.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
| Nov 7, 2023 | Oct 23, 2023 15 days to disclose | ↑bought | H HTGCHercules Capital, Inc. (HTGC) ⚑ Financial Services · Health, Employment, Labor, and Pensions | Good buy·+$131+1.6% −68.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
| Nov 7, 2023 | Oct 20, 2023 18 days to disclose | ↑bought | H HTGCHercules Capital, Inc. (HTGC) ⚑ Financial Services · Health, Employment, Labor, and Pensions | Bad buy·−$92-1.1% −70.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
| Nov 7, 2023 | Oct 3, 2023 35 days to disclose | ↓sold | P PAAPartner Interests (PAA) | Flat·+0.0% +69.3% vs S&P 500 | $15K-$50K $15,001 - $50,000 2.1% of book |
| Nov 7, 2023 | Oct 3, 2023 35 days to disclose | ↓sold | H HTGCHercules Capital, Inc. (HTGC) ⚑ Financial Services · Health, Employment, Labor, and Pensions | Flat·+0.0% +69.3% vs S&P 500 | $15K-$30K $15,001 1.4% of book |
| Nov 7, 2023 | Oct 2, 2023 36 days to disclose | ↑bought | C CRTJointCross Timbers Royalty Trust (CRT) | Bad buy·−$3.6K-44.4% −111.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
| Nov 7, 2023 | Oct 2, 2023 36 days to disclose | ↑bought | Altria Group, Inc. (MO) | Good buy·+$4.8K+60.6% −6.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
| Nov 7, 2023 | Oct 2, 2023 36 days to disclose | ↑bought | F FLNG(FLNG) | Good buy·+$463+5.8% −61.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
| Oct 6, 2023 | Sep 21, 2023 15 days to disclose | ↓sold | H HTGCHercules Capital, Inc. (HTGC) ⚑ Financial Services · Health, Employment, Labor, and Pensions | Flat·+0.0% +65.4% vs S&P 500 | $50K-$100K $50,001 - $100,000 4.8% of book |
| Oct 6, 2023 | Sep 19, 2023 17 days to disclose | ↑bought | C CRTJointCross Timbers Royalty Trust (CRT) | Bad buy·−$4K-49.4% −110.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.5% of book |
Their record vs the S&P 500
100 priced trades compared to a same-direction S&P 500 benchmark.
Politician portfolio+$29.6K
S&P 500 benchmark−$58.7K
Alpha+$88.3K
Gold line = cumulative dollar P&L · Dashed = S&P 500 over same window · Bars = monthly trade volume
Oversight committees · 5
Click any committee to see what it actually does, which sectors it regulates, and why each sector tag was attached. Sources cited.
By owner type
Disclosures break down by Self / Joint / Spouse / Dependent. Spouse-marked trades sometimes perform systematically differently.
Self
87
trades · $1.4M
+$18.3K
Joint
13
trades · $153K
+$11.3K
Recent legislative activity · 40 bills
20 sponsored, 20 cosponsored in the 119th Congress. Color-coded by sector — yellow chips mark bills that overlap a sector this politician has actually traded in.
- No Kill Switches in Cars ActReferred to the House Committee on Energy and Commerce.
- PREDICT ActReferred to the Committee on Oversight and Government Reform, and in addition to the Committees on House Administration, and the Judiciary, for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.
- Recognizing the 175th anniversary of the founding of Alpha Delta Pi sorority.Referred to the House Committee on Education and Workforce.
- To amend subpart 2 of part B of title IV of the Social Security Act to address child welfare involvement caused by reasonable childhood independence activities, to amend the Child Abuse Prevention and Treatment Act to promote childhood independence, and for other purposes.Referred to the Committee on Ways and Means, and in addition to the Committee on Education and Workforce, for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.
- Calling on elected officials and civil society leaders to counter antisemitism and educate the public on the contributions of the Jewish-American community.Motion to reconsider laid on the table Agreed to without objection.
- Transparency in Billing Act of 2026Referred to the House Committee on Education and Workforce.
- Recognizing linemen, the profession of linemen, the contributions of these brave men and women who protect public safety, and expressing support for the designation of April 18, 2026, as "National Lineman Appreciation Day".Referred to the House Committee on Energy and Commerce.
- To amend title 36, United States Code, to designate the composition known as "Here Rests in Honored Glory" by Donald B. Miller as the national hymn of the United States.Referred to the House Committee on the Judiciary.
- Freedom of Association in Higher Education Act of 2025Referred to the House Committee on Education and Workforce.
- TRAPS ActReferred to the House Committee on Financial Services.
- Workforce Investments Accountability ActReferred to the House Committee on Education and Workforce.
- Truman Scholarship Clean House ActOrdered to be Reported (Amended) by the Yeas and Nays: 19 - 13.
- FAFSA Verification Efficiency ActOrdered to be Reported (Amended) by the Yeas and Nays: 19 - 13.
- ERISA Litigation Reform ActOrdered to be Reported (Amended) by the Yeas and Nays: 19 - 13.
- Student Aid Fraud Oversight and Accountability Act of 2026Ordered to be Reported (Amended) by the Yeas and Nays: 33 - 0.
- Science of Reading Act of 2026Ordered to be Reported (Amended) by the Yeas and Nays: 33 - 0.
- No Aid for Ghost Students Act of 2026Placed on the Union Calendar, Calendar No. 583.
- Providing for consideration of the bill (H.R. 556) to prohibit the Secretary of the Interior and the Secretary of Agriculture from prohibiting the use of lead ammunition or tackle on certain Federal land or water under the jurisdiction of the Secretary of the Interior and the Secretary of Agriculture, and for other purposes; providing for consideration of the bill (H.R. 1958) to amend the Immigration and Nationality Act to clarify that aliens who have been convicted of defrauding the United States Government or the unlawful receipt of public benefits are inadmissible and deportable; providing for consideration of the bill (H.R. 4638) to amend the Immigration and Nationality Act to provide that an alien who has been convicted of harming animals used in law enforcement is inadmissible and deportable, and for other purposes; and relating to consideration of motions to suspend the rules.Motion to reconsider laid on the table Agreed to without objection.
- Recognizing the 245th anniversary of the Battle of Guilford Courthouse and encouraging all United States citizens to visit the Guilford Courthouse National Military Park in Guilford County, North Carolina.Referred to the House Committee on Natural Resources.
- Make Elections Great Again ActReferred to the Subcommittee on Border Security and Enforcement.