Dean Phillips (D-MN-3), a former Democratic member of the House, has disclosed 994 trades since 2019: 483 purchases worth about $5.38M and 505 sales worth about $9.08M, in 255 stocks. Most traded: SCHW, EBAY, UNH. As a portfolio, their stock holdings and trades returned +96.9% from Jan 2019, against +132.7% for the S&P 500. Trades took a median 32 days to be disclosed; 40 came late.
Dean Phillips’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since January 2019: +96.9%, against +132.7% for SPY; the largest fall on the way was -34.5%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Dean Phillips | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Dean Phillips | Nov 2023 | +24.0% | +35.9% | -11.9% | +20.3% | -7.6% | 1.80 | 0.66 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Dean Phillips | Nov 2021 | +18.4% | +26.8% | -8.3% | +5.5% | -23.2% | 0.42 | 0.83 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Dean Phillips | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Dean Phillips | Jan 2019 | +96.9% | +132.7% | -35.8% | +12.0% | -34.5% | 0.67 | 0.94 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WFCWells Fargo & Company/Mn | Financial Services | Closed | – | – | 13 | 6 | 7 | $48.00K | $105.00K | -14.8% | Sep 23, 2020 |
| SCHWSchwab Charles Corp | Financial Services | Closed | – | – | 16 | 11 | 5 | $88.01K | $40.00K | -23.1% | Sep 23, 2020 |
| EBAYEbay Inc | Technology | Closed | – | – | 15 | 1 | 14 | $8.00K | $112.01K | +119.4% | Nov 18, 2019 |
| KHCKraft Heinz Co | Consumer Staples | Closed | – | – | 8 | 5 | 3 | $89.00K | $24.00K | -192.7% | Apr 2, 2020 |
| UNHUnitedhealth Group Inc | Healthcare | Closed | – | – | 14 | 5 | 9 | $40.00K | $72.00K | -97.5% | May 21, 2020 |
| FOXAFox Corp | Communication Services | Closed | – | – | 13 | 6 | 7 | $48.00K | $56.00K | -99.3% | Feb 28, 2020 |
| MMM3M Co | Industrials | Closed | – | – | 9 | 6 | 3 | $48.00K | $48.50K | -129.8% | Sep 23, 2020 |
| CMCSAComcast Corp | Communication Services | Closed | – | – | 12 | 11 | 1 | $88.01K | $8.00K | -174.6% | Dec 16, 2020 |
| LUVSouthwest Airlines Co | Industrials | Closed | – | – | 12 | 9 | 3 | $72.00K | $24.00K | -164.6% | Apr 17, 2020 |
| SWKStanley Black & Decker, Inc. | Industrials | Closed | – | – | 12 | 0 | 12 | $0.00 | $96.01K | – | Jan 13, 2020 |
| JPMJpmorgan Chase & Co | Financial Services | Closed | – | – | 8 | 2 | 6 | $16.00K | $72.50K | +67.3% | Dec 16, 2020 |
| ACNAccenture plc | Industrials | Closed | – | – | 11 | 0 | 11 | $0.00 | $88.01K | – | Jan 12, 2021 |
| BKNGBooking Holdings Inc. | Technology | Closed | – | – | 11 | 8 | 3 | $64.00K | $24.00K | -34.3% | Jan 12, 2021 |
| CERNCERNER Corp | Technology | Closed | – | – | 11 | 1 | 10 | $8.00K | $80.01K | – | Feb 28, 2020 |
| ETNEaton Corp plc | Industrials | Closed | – | – | 11 | 10 | 1 | $80.01K | $8.00K | +162.7% | Mar 5, 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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Outsell, Inc.Private Interest | Self | Sell (Partial) | $1M–$5M | Jun 27, 2024 | Aug 1, 2024 | 35d | – | – | |
| Outsell, Inc.Private Interest | Self | Sell | $1K–$15K | Jul 2, 2024 | Aug 1, 2024 | 30d | – | – | |
| Arcadia Medal Investors, LPFund | Self | Buy | $500K–$1M | May 21, 2024 | Jun 20, 2024 | 30d | – | – | |
| Capital One Financial Co Var Rt 12/01/2165 dtd 05/14/2015Bond | Self | Sell | $15K–$50K | Sep 1, 2021 | Sep 23, 2021 | 22d | – | – | |
| ALXNAlexion Pharmaceuticals, Inc. | Self | Sell | $1K–$15K | Jul 21, 2021 | Aug 13, 2021 | 23d | – | – | |
| AZNAstraZeneca PLC - American Depositary Shares | Self | Exchange | $1K–$15K | Jul 21, 2021 | Aug 13, 2021 | 23d | +61.5% | -11.5% | |
| Honolulu City & Cnty HI Wstwtr Sys Rev 5% A Jul 01 2025 DtdBond | Self | Sell | $15K–$50K | Jul 1, 2021 | Aug 13, 2021 | 43d | – | – | |
| Phoenix AZ Ref Unlimited Tax 4% 07/01/2021 dtd 06/24/2014Bond | Self | Sell | $15K–$50K | Jul 1, 2021 | Aug 13, 2021 | 43d | – | – | |
| Metlife, Inc Var Rt 12/15/2165 dtd 06/01/2015Bond | Self | Sell | $50K–$100K | Jun 15, 2021 | Jul 14, 2021 | 29d | – | – | |
| Digital Realty Trust Inc PFDBond | Self | Sell | $1K–$15K | May 17, 2021 | Jun 8, 2021 | 22d | – | – | |
| MO St Hwys & Trnst Ref-1st Lien Ser A 5% 05/01/2021 dtd 06/03/2014Bond | Self | Sell | $15K–$50K | May 3, 2021 | Jun 8, 2021 | 36d | – | – | |
| Morgan Stanley Rt 07/15/2165 dtd 03/19/2015Bond | Self | Sell | $250K–$500K | Apr 15, 2021 | May 12, 2021 | 27d | – | – | |
| U.S. Bancorp Var Rt 01/15/2166 dtd 11/23/2015Bond | Self | Sell | $15K–$50K | Apr 15, 2021 | May 12, 2021 | 27d | – | – | |
| VARVarian Medical Systems, Inc. | Self | Sell | $1K–$15K | Apr 15, 2021 | May 12, 2021 | 27d | – | – | |
| Raleigh NC Comb Enterprise Sys Rev 5% Mar 01 2021 dtd 02/10/2011Bond | Self | Sell | $15K–$50K | Mar 1, 2021 | Apr 7, 2021 | 37d | – | – |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Dean Phillips (D-MN-3), a former Democratic member of the House, has disclosed 994 trades since 2019: 483 purchases worth about $5.38M and 505 sales worth about $9.08M, in 255 stocks. Most traded: SCHW, EBAY, UNH. As a portfolio, their stock holdings and trades returned +96.9% from Jan 2019, against +132.7% for the S&P 500. Trades took a median 32 days to be disclosed; 40 came late.
As a portfolio, their stock holdings and trades returned +96.9% from January 2019 to November 2026, against +132.7% for the S&P 500, with a largest fall of -34.5%. 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 32 days to be disclosed. 40 of 994 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.