Alan Grayson (D-FL-9), a former Democratic member of the House, has disclosed 102 trades since 2010: 39 purchases worth about $11.23M and 63 sales worth about $23.74M, in 10 stocks. Most traded: CHL, SNPMF, EXK. As a portfolio, their stock holdings and trades returned -45.5% from Jul 2013, against +37.4% for the S&P 500. Trades took a median 103 days to be disclosed; 52 came late.
Alan Grayson’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since July 2013: -45.5%, against +37.4% for SPY; the largest fall on the way was -84.7%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Alan Grayson | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Alan Grayson | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Alan Grayson | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Alan Grayson | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Alan Grayson | Jul 2013 | -45.5% | +37.4% | -82.9% | -16.0% | -84.7% | -0.17 | 1.36 |
How it is built. On each annual financial disclosure’s filing date the book is reset to the stocks the report lists, at the midpoints of their value ranges. Between reports, each disclosed purchase buys the midpoint of its range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. Returns are time-weighted on split-adjusted prices without dividends, for SPY as well. ETFs, funds, bonds and private holdings are not modelled, and a former member’s record ends with their last term.
| Stock | Sector | Held (est.) | Weight | Return Held | Trades | Buys | Sells | Bought (est.) | Sold (est.) | Buys vs SPY | Last Traded |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SNPMFChina Petroleum & Chemical Corp | Energy | Closed | – | – | 4 | 3 | 1 | $525.00K | $750.00K | -374.0% | Mar 21, 2014 |
| PBRPetrobras - Petroleo Brasileiro Sa | Energy | Closed | – | – | 2 | 1 | 1 | $750.00K | $375.00K | -253.6% | Jan 22, 2014 |
| EXKEndeavour Silver Corp | Basic Materials | Closed | – | – | 2 | 1 | 1 | $375.00K | $375.00K | -207.8% | Jan 19, 2014 |
| ECEcopetrol S.A. | Energy | Closed | – | – | 1 | 1 | 0 | $750.00K | $0.00 | -365.2% | Dec 31, 2013 |
| LUKOYLukoil Co Sponsored ADR | – | Closed | – | – | 2 | 0 | 2 | $0.00 | $383.00K | – | Mar 21, 2014 |
| DHXDhi Group, Inc. | Technology | Closed | – | – | 1 | 0 | 1 | $0.00 | $375.00K | – | Feb 10, 2014 |
| SDRLSEADRILL LTD | – | Closed | – | – | 1 | 0 | 1 | $0.00 | $375.00K | – | Mar 21, 2014 |
| CHLChina Mobile Ads | – | Closed | – | – | 6 | 1 | 5 | $32.50K | $223.00K | – | Feb 21, 2014 |
| SSRMSsr Mining Inc. | Basic Materials | Closed | – | – | 1 | 0 | 1 | $0.00 | $175.00K | – | Oct 7, 2013 |
| CLCTCollectors Universe Inc | – | Closed | – | – | 1 | 0 | 1 | $0.00 | $75.00K | – | Sep 19, 2014 |
Estimates. Held positions are rebuilt from the disclosed trades since 2012 (purchases at the midpoint of their range, less sales) and valued at the last close. Shares bought before 2012, received outside a trade or held in options are not included; for a former member nothing is shown as held.
Trades by the month they were made: purchases above the line, sales below.
| Owner | Type | Filing | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Colleebors Uniruse tuckOther | Self | Sell (Partial) | $100K–$250K | Jan 22, 2016 | Feb 26, 2016 | 35d | – | – | |
| Pino Sheres Ulnnk STotins 1745Other | Self | Buy | $1M–$5M | Aug 26, 2015 | Sep 30, 2015 | 35d | – | – | |
| 45 Prosheres UtHae ST Onhirs 1/18Other | Self | Sell | $15K–$50K | Aug 2, 2015 | Sep 30, 2015 | 59d late | – | – | |
| Aberdeer StochOther | Self | Sell | $50K–$100K | Jan 22, 2015 | Jun 18, 2015 | 147d late | – | – | |
| TICC StolOther | Self | Sell | $100K–$250K | May 2, 2010 | Jun 18, 2015 | 1,873d late | – | – | |
| StatalOther | Self | Sell | $250K–$500K | Jan 2, 2010 | Jan 22, 2015 | 1,846d late | – | – | |
| Portercee MetalOther | Self | Sell | $100K–$250K | Nov 16, 2013 | Jan 22, 2015 | 432d late | – | – | |
| Gilead StachOther | Self | Sell | $1M–$5M | Dec 12, 2014 | Dec 31, 2014 | 19d | – | – | |
| Taselo StolOther | Self | Sell | $1K–$15K | Jan 20, 2014 | Dec 31, 2014 | 345d late | – | – | |
| Jaguar StockOther | Self | Sell | $1K–$15K | Oct 11, 2013 | Dec 3, 2014 | 418d late | – | – | |
| 5o China Mobite Optrions Jan'1s SmilPricaOther | Self | Buy | $100K–$250K | Oct 21, 2013 | Dec 3, 2014 | 408d late | – | – | |
| KPN StockOther | Self | Sell | $100K–$250K | Nov 8, 2013 | Dec 3, 2014 | 390d late | – | – | |
| Ca Mik Osa, Y6Sa Pe 475Other | Self | Buy | $100K–$250K | Nov 1, 2013 | Dec 3, 2014 | 397d late | – | – | |
| American Capital StockOther | Self | Sell | $1M–$5M | Jun 24, 2013 | Dec 3, 2014 | 527d late | – | – | |
| KPN StockOther | Self | Buy | $15K–$50K | Jun 11, 2013 | Dec 3, 2014 | 540d late | – | – |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Alan Grayson (D-FL-9), a former Democratic member of the House, has disclosed 102 trades since 2010: 39 purchases worth about $11.23M and 63 sales worth about $23.74M, in 10 stocks. Most traded: CHL, SNPMF, EXK. As a portfolio, their stock holdings and trades returned -45.5% from Jul 2013, against +37.4% for the S&P 500. Trades took a median 103 days to be disclosed; 52 came late.
As a portfolio, their stock holdings and trades returned -45.5% from July 2013 to November 2026, against +37.4% for the S&P 500, with a largest fall of -84.7%. On the filing date of each annual financial disclosure, the book is reset to the stocks it lists, at the midpoint of each value range. Between reports, each purchase buys the midpoint of its disclosed range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. ETFs, funds, bonds and private holdings are left out. The return is time-weighted, on prices that are adjusted for splits but not dividends, and SPY is measured the same way. A member's record ends with their last term.
Their trades took a median 103 days to be disclosed. 52 of 102 trades were filed after the 45 days the STOCK Act allows.
Members of Congress disclose trades as dollar ranges, up to 45 days after the trade and sometimes later. Volumes use the midpoints of those ranges and are estimates; portfolio figures are a model built from the disclosed trades, not the members’ actual accounts. Not investment advice.