David P. Roe (R-TN-1), a former Republican member of the House, has disclosed 4,644 trades since 2013: 2,429 purchases worth about $35.95M and 2,212 sales worth about $87.01M, in 380 stocks. Most traded: CSCO, HON, CVX. As a portfolio, their stock holdings and trades returned +88.4% from Dec 2013, against +106.8% for the S&P 500. Trades took a median 29 days to be disclosed; 78 came late.
David P. Roe’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since December 2013: +88.4%, against +106.8% for SPY; the largest fall on the way was -36.4%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| David P. Roe | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| David P. Roe | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| David P. Roe | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| David P. Roe | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| David P. Roe | Dec 2013 | +88.4% | +106.8% | -18.4% | +9.4% | -36.4% | 0.58 | 1.02 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| EBKDYERSTE GROUP BANK AG SPON ADR Trad | – | Closed | – | – | 4 | 0 | 4 | $0.00 | $3.02M | – | Mar 20, 2018 |
| MSFTMicrosoft Corp | Technology | Closed | – | – | 31 | 15 | 16 | $336.01K | $295.01K | +128.5% | Dec 31, 2020 |
| TGTTarget Corp | Consumer Discretionary | Closed | – | – | 20 | 7 | 13 | $312.50K | $226.51K | -57.0% | Feb 21, 2020 |
| OXYOccidental Petroleum Corp /De/ | Energy | Closed | – | – | 13 | 8 | 5 | $320.50K | $180.50K | -183.4% | Feb 26, 2020 |
| CSCOCisco Systems, Inc. | Technology | Closed | – | – | 45 | 29 | 16 | $256.51K | $201.51K | -10.4% | Dec 31, 2020 |
| HONHoneywell International Inc | Industrials | Closed | – | – | 38 | 15 | 23 | $193.51K | $257.51K | -117.5% | Dec 31, 2020 |
| TTETotalEnergies SE | Energy | Closed | – | – | 19 | 11 | 8 | $235.01K | $211.00K | -87.3% | Mar 9, 2020 |
| MDTMedtronic plc | Healthcare | Closed | – | – | 31 | 17 | 14 | $234.01K | $210.01K | -159.6% | Dec 31, 2020 |
| TXNTexas Instruments Inc | Technology | Closed | – | – | 30 | 19 | 11 | $292.51K | $137.01K | +9.7% | Dec 31, 2020 |
| CVXChevron Corp | Energy | Closed | – | – | 32 | 13 | 19 | $202.01K | $225.51K | -46.8% | Nov 27, 2020 |
| WPPWPP plc | Communication Services | Closed | – | – | 16 | 11 | 5 | $253.01K | $162.50K | -252.3% | Mar 9, 2020 |
| LMTLockheed Martin Corp | Industrials | Closed | – | – | 27 | 13 | 14 | $226.51K | $185.51K | -64.1% | Dec 31, 2020 |
| VZVerizon Communications Inc | Communication Services | Closed | – | – | 23 | 11 | 12 | $186.01K | $212.01K | -197.2% | Aug 13, 2020 |
| CMCSAComcast Corp | Communication Services | Closed | – | – | 31 | 17 | 14 | $258.51K | $136.51K | -196.0% | Dec 31, 2020 |
| KGFKingfisher Plc | – | Closed | – | – | 14 | 8 | 6 | $186.50K | $195.00K | – | Mar 9, 2020 |
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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| "FACEBOOK INC CLASS A COMMON STOCIOther | Self | Buy | $1K–$15K | Dec 28, 2020 | Jan 15, 2021 | 18d | – | – | |
| CL A EXECUTED 100% A "AIRBNB INCOther | Self | Buy | $1K–$15K | Dec 11, 2020 | Jan 15, 2021 | 35d | – | – | |
| HONHONEYWELL INTL INC UNSOLICITED Trad | Self | Buy | $1K–$15K | Dec 31, 2020 | Jan 15, 2021 | 15d | +6.4% | -94.7% | |
| INTCINTEL CORP UNSOLICITED Trade#:52837 | Self | Buy | $1K–$15K | Dec 31, 2020 | Jan 15, 2021 | 15d | +20.4% | -80.8% | |
| ICEINTERCONTINENTALEXCHANGE GROUP | Self | Buy | $1K–$15K | Dec 31, 2020 | Jan 15, 2021 | 15d | +49.4% | -51.7% | |
| JNJJOHNSON & JOHNSON COM UNSOLICITED | Self | Buy | $1K–$15K | Dec 31, 2020 | Jan 15, 2021 | 15d | +72.0% | -29.2% | |
| JPMJPMORGAN CHASE & CO UNSOLICITED T | Self | Buy | $1K–$15K | Dec 31, 2020 | Jan 15, 2021 | 15d | +168.2% | +67.0% | |
| FACEBOOK INC CL A UNSOLICITED TradeiOther | Self | Buy | $1K–$15K | Dec 31, 2020 | Jan 15, 2021 | 15d | – | – | |
| LINDE PLC EUR UNSOLICITED Trade#:528:Other | Self | Buy | $1K–$15K | Dec 31, 2020 | Jan 15, 2021 | 15d | – | – | |
| LMTLOCKHEED MARTIN CORP UNSOLICITED | Self | Buy | $1K–$15K | Dec 31, 2020 | Jan 15, 2021 | 15d | +81.2% | -20.0% | |
| LOWLOWES COMPANIES INC UNSOLICITED Tr] | Self | Buy | $1K–$15K | Dec 31, 2020 | Jan 15, 2021 | 15d | +35.9% | -65.3% | |
| MSFTMICROSOFT CORP UNSOLICITED Trade#: | Self | Buy | $1K–$15K | Dec 31, 2020 | Jan 15, 2021 | 15d | +128.0% | +26.8% | |
| "LENDINGTREE INC EXECUTED 100% AGEIOther | Self | Buy | $1K–$15K | Dec 1, 2020 | Jan 15, 2021 | 45d | – | – | |
| MSFTMICROSOFT CORP UNSOLICITED Trade#: | Self | Buy | $1K–$15K | Dec 31, 2020 | Jan 15, 2021 | 15d | +128.0% | +26.8% | |
| MRSHMARSH & MCLENNAN COS INC UNSOLICITI | Self | Buy | $1K–$15K | Dec 31, 2020 | Jan 15, 2021 | 15d | +75.5% | -25.6% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
David P. Roe (R-TN-1), a former Republican member of the House, has disclosed 4,644 trades since 2013: 2,429 purchases worth about $35.95M and 2,212 sales worth about $87.01M, in 380 stocks. Most traded: CSCO, HON, CVX. As a portfolio, their stock holdings and trades returned +88.4% from Dec 2013, against +106.8% for the S&P 500. Trades took a median 29 days to be disclosed; 78 came late.
As a portfolio, their stock holdings and trades returned +88.4% from December 2013 to November 2026, against +106.8% for the S&P 500, with a largest fall of -36.4%. 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. 78 of 4,644 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.