David E. Price (D-NC-4), a former Democratic member of the House, has disclosed 116 trades since 2014: 82 purchases worth about $680.54K and 26 sales worth about $249.03K, in 49 stocks. Most traded: DIS, MET, MMP. As a portfolio, their stock holdings and trades returned +51.6% from Jun 2014, against +93.8% for the S&P 500. Trades took a median 20 days to be disclosed; 15 came late.
David E. Price’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since June 2014: +51.6%, against +93.8% for SPY; the largest fall on the way was -39.7%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| David E. Price | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| David E. Price | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| David E. Price | Nov 2021 | -7.8% | -18.4% | +10.6% | -6.7% | -19.9% | -0.22 | 0.90 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| David E. Price | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| David E. Price | Jun 2014 | +51.6% | +93.8% | -42.2% | +5.0% | -39.7% | 0.35 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DISWalt Disney Co | Communication Services | Closed | – | – | 5 | 5 | 0 | $40.00K | $0.00 | -254.3% | Aug 4, 2016 |
| ETPEnergy Transfer Partners, L.P. | Energy | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Nov 29, 2016 |
| GEGeneral Electric Co | Industrials | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Jan 23, 2018 |
| METMetlife Inc | Financial Services | Closed | – | – | 4 | 4 | 0 | $32.00K | $0.00 | -134.2% | Aug 3, 2016 |
| MMPMAGELLAN MIDSTREAM PARTNERS LP | Energy | Closed | – | – | 4 | 4 | 0 | $32.00K | $0.00 | – | Nov 2, 2016 |
| PRUPrudential Financial Inc | Financial Services | Closed | – | – | 4 | 4 | 0 | $32.00K | $0.00 | -141.5% | Mar 13, 2020 |
| AAPLApple Inc. | Technology | Closed | – | – | 3 | 3 | 0 | $24.00K | $0.00 | +703.5% | Jan 3, 2019 |
| AMTAmerican Tower Corp /Ma/ | Real Estate | Closed | – | – | 3 | 3 | 0 | $24.00K | $0.00 | -173.5% | May 23, 2017 |
| BHCBausch Health Companies Inc. | Healthcare | Closed | – | – | 3 | 0 | 3 | $0.00 | $24.00K | – | Oct 8, 2015 |
| COSTCostco Wholesale Corp /New | Consumer Staples | Closed | – | – | 3 | 3 | 0 | $24.00K | $0.00 | +414.1% | May 6, 2016 |
| PYPLPayPal Holdings, Inc. | Technology | Closed | – | – | 3 | 3 | 0 | $24.00K | $0.00 | -204.5% | May 2, 2018 |
| TMOThermo Fisher Scientific Inc. | Healthcare | Closed | – | – | 3 | 3 | 0 | $24.00K | $0.00 | +111.9% | Dec 19, 2016 |
| TXNTexas Instruments Inc | Technology | Closed | – | – | 3 | 3 | 0 | $24.00K | $0.00 | -4.3% | Oct 26, 2020 |
| RTXRTX Corp | Industrials | Closed | – | – | 3 | 2 | 0 | $16.00K | $0.00 | -32.1% | Apr 7, 2020 |
| CRMSalesforce, Inc. | Technology | Closed | – | – | 2 | 2 | 0 | $16.00K | $0.00 | -87.6% | Nov 20, 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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| YUMCYum China Holdings, Inc. | Self | Sell | $1K–$15K | Mar 17, 2022 | Apr 6, 2022 | 20d | +8.6% | -61.9% | |
| YUMYum! Brands, Inc. | Self | Buy | $1K–$15K | Feb 16, 2022 | Mar 2, 2022 | 14d | +27.7% | -40.7% | |
| NC Hospital Revenue Bonds — Caromont HealthOther | Self | Buy | $1K–$15K | Dec 30, 2021 | Jan 10, 2022 | 11d | – | – | |
| UNC - Charlotte General Revenue BondsBond | Self | Buy | $1K–$15K | Feb 12, 2021 | Feb 19, 2021 | 7d | – | – | |
| NC Health Care Facilities - NovantBond | Self | Buy | $1K–$15K | Jan 28, 2021 | Feb 5, 2021 | 8d | – | – | |
| BGGBriggs & Stratton Corporation | Self | Sell | $21 | Dec 7, 2020 | Jan 3, 2021 | 27d | – | – | |
| NC Community Health Care Facilities - Vidant bondsBond | Self | Buy | $1K–$15K | Dec 14, 2020 | Jan 3, 2021 | 20d | – | – | |
| TXNTexas Instruments Incorporated | Self | Buy | $1K–$15K | Oct 26, 2020 | Nov 6, 2020 | 11d | +106.9% | -14.7% | |
| UNC - Wilmington Limited Obligation BondsOther | Joint | Buy | $1K–$15K | Jul 22, 2020 | Aug 5, 2020 | 14d | – | – | |
| UNC - Asheville General Revenue BondsBond | Self | Buy | $1K–$15K | Jun 2, 2020 | Jun 9, 2020 | 7d | – | – | |
| CARRCarrier Global Corporation | Self | Exchange | $1K–$15K | Apr 7, 2020 | May 18, 2020 | 41d | +261.8% | +78.1% | |
| OTISOtis Worldwide Corporation | Self | Exchange | $1K–$15K | Apr 7, 2020 | May 18, 2020 | 41d | +77.0% | -106.7% | |
| RTXRaytheon Technologies Corporation | Self | Exchange | $15K–$50K | Apr 7, 2020 | May 18, 2020 | 41d | +251.2% | +67.5% | |
| HDHome Depot, Inc. | Self | Buy | $1K–$15K | Mar 13, 2020 | Apr 3, 2020 | 21d | +65.9% | -113.4% | |
| LOWLowe's Companies, Inc. | Self | Buy | $1K–$15K | Mar 13, 2020 | Apr 3, 2020 | 21d | +126.1% | -53.2% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
David E. Price (D-NC-4), a former Democratic member of the House, has disclosed 116 trades since 2014: 82 purchases worth about $680.54K and 26 sales worth about $249.03K, in 49 stocks. Most traded: DIS, MET, MMP. As a portfolio, their stock holdings and trades returned +51.6% from Jun 2014, against +93.8% for the S&P 500. Trades took a median 20 days to be disclosed; 15 came late.
As a portfolio, their stock holdings and trades returned +51.6% from June 2014 to November 2026, against +93.8% for the S&P 500, with a largest fall of -39.7%. 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 20 days to be disclosed. 15 of 116 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.