Bob Gibbs (R-OH-7), a former Republican member of the House, has disclosed 176 trades since 2013: 110 purchases worth about $1.39M and 64 sales worth about $1.02M, in 78 stocks. Most traded: NLY, AAPL, BA. As a portfolio, their stock holdings and trades returned +91.0% from Jan 2014, against +108.8% for the S&P 500. Trades took a median 5 days to be disclosed; 0 came late.
Bob Gibbs’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since January 2014: +91.0%, against +108.8% for SPY; the largest fall on the way was -37.8%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Bob Gibbs | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Bob Gibbs | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Bob Gibbs | Nov 2021 | -8.6% | -18.4% | +9.9% | -7.4% | -22.1% | -0.24 | 0.91 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Bob Gibbs | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Bob Gibbs | Jan 2014 | +91.0% | +108.8% | -17.8% | +7.5% | -37.8% | 0.48 | 0.99 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NLYAnnaly Capital Management Inc | Financial Services | Closed | – | – | 23 | 16 | 7 | $128.01K | $154.00K | -256.2% | Jan 8, 2020 |
| BABoeing Co | Industrials | Closed | – | – | 7 | 5 | 2 | $113.50K | $107.50K | -211.2% | Dec 22, 2021 |
| AAPLApple Inc. | Technology | Closed | – | – | 15 | 14 | 1 | $185.51K | $32.50K | +382.6% | Sep 6, 2022 |
| BUDAnheuser-Busch InBev SA/NV | Consumer Staples | Closed | – | – | 3 | 2 | 1 | $83.00K | $75.00K | -294.4% | Jun 6, 2016 |
| XOMExxonMobil Holdings Corp | Energy | Closed | – | – | 4 | 3 | 1 | $48.50K | $32.50K | -53.0% | Nov 9, 2021 |
| TAt&T Inc. | Communication Services | Closed | – | – | 6 | 5 | 1 | $40.00K | $32.50K | -144.1% | Dec 22, 2021 |
| DISWalt Disney Co | Communication Services | Closed | – | – | 2 | 1 | 1 | $32.50K | $32.50K | -249.4% | Apr 12, 2016 |
| KOCoca Cola Co | Consumer Staples | Closed | – | – | 2 | 1 | 1 | $32.50K | $32.50K | -143.8% | Apr 17, 2018 |
| MDTMedtronic plc | Healthcare | Closed | – | – | 2 | 1 | 1 | $32.50K | $32.50K | -246.8% | Dec 21, 2022 |
| STMSTMicroelectronics N.V. | Technology | Closed | – | – | 4 | 3 | 1 | $24.00K | $32.50K | -57.8% | Nov 24, 2021 |
| CATCaterpillar Inc | Industrials | Closed | – | – | 3 | 3 | 0 | $48.50K | $0.00 | +237.3% | Apr 17, 2018 |
| MSFTMicrosoft Corp | Technology | Closed | – | – | 3 | 2 | 1 | $40.50K | $8.00K | +251.7% | May 30, 2018 |
| UNPUnion Pacific Corp | Industrials | Closed | – | – | 3 | 3 | 0 | $48.50K | $0.00 | -67.9% | May 21, 2019 |
| ABBVAbbVie Inc. | Healthcare | Closed | – | – | 2 | 2 | 0 | $40.50K | $0.00 | +83.4% | Nov 26, 2021 |
| AMZNAmazon Com Inc | Consumer Discretionary | Closed | – | – | 2 | 1 | 1 | $8.00K | $32.50K | +361.8% | Mar 29, 2018 |
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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| COHRCoherent Corp. | Self | Sell | $1K–$15K | Dec 21, 2022 | Dec 22, 2022 | 1d | +493.9% | +399.1% | |
| INTCIntel Corporation | Self | Sell | $15K–$50K | Dec 21, 2022 | Dec 22, 2022 | 1d | +123.5% | +28.8% | |
| MDTMedtronic plc. Ordinary Shares | Self | Sell | $15K–$50K | Dec 21, 2022 | Dec 22, 2022 | 1d | +28.7% | -66.0% | |
| FFord Motor Company | Self | Sell | $1K–$15K | Oct 27, 2022 | Oct 31, 2022 | 4d | -3.1% | -101.0% | |
| AAPLApple Inc. | Self | Buy | $1K–$15K | Sep 6, 2022 | Sep 6, 2022 | 0d | +118.9% | +26.5% | |
| AAPLApple Inc. | Self | Buy | $1K–$15K | Sep 6, 2022 | Sep 6, 2022 | 0d | +118.9% | +26.5% | |
| DDDuPont de Nemours, Inc. | Self | Sell (Partial) | $1K–$15K | Aug 4, 2022 | Aug 5, 2022 | 1d | +92.3% | +10.7% | |
| LLYEli Lilly and Company | Self | Sell (Partial) | $1K–$15K | Aug 4, 2022 | Aug 5, 2022 | 1d | +361.8% | +280.2% | |
| WBDWarner Bros. Discovery, Inc. - Series A | Self | Sell | $1K–$15K | Aug 4, 2022 | Aug 5, 2022 | 1d | +77.2% | -4.4% | |
| FFord Motor Company | Self | Buy | $1K–$15K | Jun 23, 2022 | Jun 27, 2022 | 4d | +9.0% | -90.0% | |
| AAPLApple Inc. | Self | Buy | $1K–$15K | May 11, 2022 | May 16, 2022 | 5d | +130.9% | +39.4% | |
| GOOGLAlphabet Inc. - Class A | Self | Buy | $15K–$50K | Feb 2, 2022 | Feb 6, 2022 | 4d | +88.5% | +24.0% | |
| TGTTarget Corporation | Self | Buy | $15K–$50K | Jan 6, 2022 | Jan 6, 2022 | 0d | -31.5% | -92.2% | |
| AAPLApple Inc. | Self | Buy | $1K–$15K | Dec 22, 2021 | Dec 23, 2021 | 1d | +92.6% | +31.8% | |
| TAT&T Inc. | Self | Buy | $1K–$15K | Dec 22, 2021 | Dec 23, 2021 | 1d | +14.5% | -46.3% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Bob Gibbs (R-OH-7), a former Republican member of the House, has disclosed 176 trades since 2013: 110 purchases worth about $1.39M and 64 sales worth about $1.02M, in 78 stocks. Most traded: NLY, AAPL, BA. As a portfolio, their stock holdings and trades returned +91.0% from Jan 2014, against +108.8% for the S&P 500. Trades took a median 5 days to be disclosed; 0 came late.
As a portfolio, their stock holdings and trades returned +91.0% from January 2014 to November 2026, against +108.8% for the S&P 500, with a largest fall of -37.8%. 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 5 days to be disclosed. 0 of 176 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.