Brenda L. Lawrence (D-MI-14), a former Democratic member of the House, has disclosed 22 trades since 2016: 16 purchases worth about $152.51K and 6 sales worth about $48.00K, in 18 stocks. Most traded: GIS, META, NVDA. As a portfolio, their stock holdings and trades returned +26.7% from Jul 2016, against +78.5% for the S&P 500. Trades took a median 330 days to be disclosed; 18 came late.
Brenda L. Lawrence’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since July 2016: +26.7%, against +78.5% for SPY; the largest fall on the way was -50.5%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Brenda L. Lawrence | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Brenda L. Lawrence | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Brenda L. Lawrence | Nov 2021 | -33.6% | -18.4% | -15.1% | -29.6% | -44.5% | -0.79 | 1.41 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Brenda L. Lawrence | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Brenda L. Lawrence | Jul 2016 | +26.7% | +78.5% | -51.8% | +3.7% | -50.5% | 0.27 | 1.19 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Consumer Discretionary | Closed | – | – | 1 | 1 | 0 | $32.50K | $0.00 | +9.4% | Oct 11, 2018 |
| GISGeneral Mills Inc | Consumer Staples | Closed | – | – | 2 | 1 | 1 | $8.00K | $8.00K | -205.7% | May 14, 2018 |
| METAMeta Platforms, Inc. | Technology | Closed | – | – | 2 | 2 | 0 | $16.00K | $0.00 | +140.5% | Nov 17, 2016 |
| NVDANvidia Corp | Technology | Closed | – | – | 2 | 2 | 0 | $16.00K | $0.00 | +6,294.3% | May 14, 2019 |
| SNAPSnap Inc | Technology | Closed | – | – | 2 | 1 | 1 | $8.00K | $8.00K | -248.3% | May 4, 2018 |
| AMDAdvanced Micro Devices Inc | Technology | Closed | – | – | 1 | 1 | 0 | $8.00K | $0.00 | +1,300.8% | Sep 10, 2018 |
| CGCCanopy Growth Corp | Consumer Staples | Closed | – | – | 1 | 1 | 0 | $8.00K | $0.00 | -274.7% | Oct 23, 2018 |
| FFord Motor Co | Consumer Discretionary | Closed | – | – | 1 | 1 | 0 | $8.00K | $0.00 | -139.7% | May 10, 2019 |
| GMGeneral Motors Co | Consumer Discretionary | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Dec 27, 2016 |
| GSGoldman Sachs Group Inc | Financial Services | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Dec 27, 2016 |
| IBMInternational Business Machines Corp | Technology | Closed | – | – | 1 | 1 | 0 | $8.00K | $0.00 | -105.3% | Feb 27, 2018 |
| JCPJ C PENNEY CO INC | – | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Nov 17, 2016 |
| MROMARATHON OIL CORP | Energy | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Nov 17, 2016 |
| NIONIO Inc. | Consumer Discretionary | Closed | – | – | 1 | 1 | 0 | $8.00K | $0.00 | -214.6% | Mar 14, 2019 |
| SURGSurgePays, Inc. | Communication Services | Closed | – | – | 1 | 1 | 0 | $8.00K | $0.00 | -268.3% | Jul 12, 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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| AMDAdvanced Micro Devices, Inc. | Spouse | Buy | $1K–$15K | Sep 10, 2018 | Aug 21, 2019 | 345d late | +1,461.9% | +1,300.8% | |
| NIONIO Inc. American Depositary shares, each representing one Class A ordinary share | Spouse | Buy | $1K–$15K | Mar 14, 2019 | Aug 21, 2019 | 160d late | -47.1% | -214.6% | |
| NVDANVIDIA Corporation | Spouse | Buy | $1K–$15K | May 14, 2019 | Aug 21, 2019 | 99d late | +4,889.1% | +4,723.7% | |
| NVDANVIDIA Corporation | Spouse | Buy | $1K–$15K | Mar 2, 2017 | Aug 21, 2019 | 902d late | +8,080.6% | +7,864.9% | |
| SNAPSnap Inc. Class A | Spouse | Buy | $1K–$15K | Feb 20, 2018 | Aug 21, 2019 | 547d late | -71.2% | -248.3% | |
| SNAPSnap Inc. Class A | Spouse | Sell | $1K–$15K | May 4, 2018 | Aug 21, 2019 | 474d late | -49.5% | -232.2% | |
| SURGSynergetics USA, Inc. | Spouse | Buy | $1K–$15K | Jul 12, 2018 | Aug 21, 2019 | 405d late | -99.1% | -268.3% | |
| TWTRTwitter, Inc. | Spouse | Buy | $1K–$15K | May 24, 2017 | Aug 21, 2019 | 819d late | – | – | |
| UBERUber Technologies, Inc. | Spouse | Buy | $1K–$15K | Aug 12, 2019 | Aug 21, 2019 | 9d | +80.3% | -80.8% | |
| UAAUnder Armour, Inc. Class A | Spouse | Buy | $1K–$15K | May 14, 2019 | Aug 21, 2019 | 99d late | -75.8% | -241.2% | |
| AMZNAmazon.com, Inc. | Spouse | Buy | $15K–$50K | Oct 11, 2018 | Aug 21, 2019 | 314d late | +185.7% | +9.4% | |
| CGCCanopy Growth Corporation | Spouse | Buy | $1K–$15K | Oct 23, 2018 | Aug 21, 2019 | 302d late | -99.8% | -274.7% | |
| FFord Motor Company | Spouse | Buy | $1K–$15K | May 10, 2019 | Aug 21, 2019 | 103d late | +21.4% | -139.7% | |
| GISGeneral Mills, Inc. | Spouse | Buy | $1K–$15K | Feb 27, 2018 | Aug 21, 2019 | 540d late | -31.6% | -205.7% | |
| GISGeneral Mills, Inc. | Spouse | Sell | $1K–$15K | May 14, 2018 | Aug 21, 2019 | 464d late | -18.3% | -193.8% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Brenda L. Lawrence (D-MI-14), a former Democratic member of the House, has disclosed 22 trades since 2016: 16 purchases worth about $152.51K and 6 sales worth about $48.00K, in 18 stocks. Most traded: GIS, META, NVDA. As a portfolio, their stock holdings and trades returned +26.7% from Jul 2016, against +78.5% for the S&P 500. Trades took a median 330 days to be disclosed; 18 came late.
As a portfolio, their stock holdings and trades returned +26.7% from July 2016 to November 2026, against +78.5% for the S&P 500, with a largest fall of -50.5%. 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 330 days to be disclosed. 18 of 22 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.