Charlie Crist (D-FL-13), a former Democratic member of the House, has disclosed 12 trades since 2017: 2 purchases worth about $16.00K and 10 sales worth about $281.01K, in 11 stocks. Most traded: SUN, AAPL, BCE. As a portfolio, their stock holdings and trades returned -6.6% from May 2018, against +45.2% for the S&P 500. Trades took a median 29 days to be disclosed; 0 came late.
Charlie Crist’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since May 2018: -6.6%, against +45.2% for SPY; the largest fall on the way was -30.5%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Charlie Crist | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Charlie Crist | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Charlie Crist | Nov 2021 | -20.9% | -15.4% | -5.6% | – | -29.4% | -1.63 | 0.27 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Charlie Crist | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Charlie Crist | May 2018 | -6.6% | +45.2% | -51.8% | -1.6% | -30.5% | -0.03 | 0.31 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SUNSunoco LP | Energy | Closed | – | – | 2 | 1 | 1 | $8.00K | $75.00K | -77.5% | Feb 22, 2017 |
| BCEBce Inc | Communication Services | Closed | – | – | 1 | 0 | 1 | $0.00 | $75.00K | – | Feb 22, 2017 |
| GSKGSK plc | Healthcare | Closed | – | – | 1 | 0 | 1 | $0.00 | $75.00K | – | Feb 22, 2017 |
| AAPLApple Inc. | Technology | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Feb 22, 2017 |
| GMGeneral Motors Co | Consumer Discretionary | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Feb 22, 2017 |
| JPMJpmorgan Chase & Co | Financial Services | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Feb 10, 2017 |
| LUVSouthwest Airlines Co | Industrials | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Feb 22, 2017 |
| MSFTMicrosoft Corp | Technology | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Feb 22, 2017 |
| NVGNuveen AMT-Free Municipal Credit Income Fund | – | Closed | – | – | 1 | 1 | 0 | $8.00K | $0.00 | -236.0% | Mar 1, 2017 |
| TAt&T Inc. | Communication Services | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Feb 22, 2017 |
| WMTWalmart Inc. | Consumer Staples | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Feb 22, 2017 |
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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Self | Sell | $1K–$15K | Feb 22, 2017 | Mar 23, 2017 | 29d | +886.9% | +668.6% | |
| SUNSunoco LP Common Units representing limited partner interests | Self | Buy | $1K–$15K | Feb 21, 2017 | Mar 23, 2017 | 30d | +140.6% | -77.5% | |
| WMTWal-Mart Stores, Inc. | Self | Sell | $1K–$15K | Feb 22, 2017 | Mar 23, 2017 | 29d | +434.3% | +215.9% | |
| TAT&T Inc. | Self | Sell | $1K–$15K | Feb 22, 2017 | Mar 23, 2017 | 29d | -31.7% | -250.1% | |
| BCEBCE, Inc. | Self | Sell | $50K–$100K | Feb 22, 2017 | Mar 23, 2017 | 29d | -53.9% | -272.3% | |
| GMGeneral Motors Company | Self | Sell | $1K–$15K | Feb 22, 2017 | Mar 23, 2017 | 29d | +137.7% | -80.7% | |
| GSKGlaxOSmithKline PLC | Self | Sell | $50K–$100K | Feb 22, 2017 | Mar 23, 2017 | 29d | +19.7% | -198.6% | |
| MSFTMicrosoft Corporation | Self | Sell | $1K–$15K | Feb 22, 2017 | Mar 23, 2017 | 29d | +687.9% | +469.6% | |
| NVGNuveen AMT-Free Municipal Credit Income Fund | Self | Buy | $1K–$15K | Mar 1, 2017 | Mar 23, 2017 | 22d | -22.3% | -236.0% | |
| LUVSouthwest Airlines Company | Self | Sell | $1K–$15K | Feb 22, 2017 | Mar 23, 2017 | 29d | -24.1% | -242.4% | |
| SUNSunoco LP Common Units representing limited partner interests | Self | Sell | $50K–$100K | Feb 22, 2017 | Mar 23, 2017 | 29d | +145.7% | -72.6% | |
| JPMJP Morgan Chase & Co. | Self | Sell | $1K–$15K | Feb 10, 2017 | Mar 6, 2017 | 24d | +291.7% | +66.8% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Charlie Crist (D-FL-13), a former Democratic member of the House, has disclosed 12 trades since 2017: 2 purchases worth about $16.00K and 10 sales worth about $281.01K, in 11 stocks. Most traded: SUN, AAPL, BCE. As a portfolio, their stock holdings and trades returned -6.6% from May 2018, against +45.2% for the S&P 500. Trades took a median 29 days to be disclosed; 0 came late.
As a portfolio, their stock holdings and trades returned -6.6% from May 2018 to November 2026, against +45.2% for the S&P 500, with a largest fall of -30.5%. 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 29 days to be disclosed. 0 of 12 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.