Debbie Wasserman Schultz (D-FL-25), a current Democratic member of the House, has disclosed 118 trades since 2014: 70 purchases worth about $560.04K and 45 sales worth about $798.23K, in 37 stocks. Most traded: SGBK, PTEN, ANGO. As a portfolio, their stock holdings and trades returned +179.3% from Oct 2014, against +277.2% for the S&P 500. Trades took a median 25 days to be disclosed; 39 came late.
Debbie Wasserman Schultz’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since October 2014: +179.3%, against +277.2% for SPY; the largest fall on the way was -64.3%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Debbie Wasserman Schultz | Nov 2025 | +18.7% | +10.1% | +8.7% | – | -12.4% | 1.02 | 0.83 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Debbie Wasserman Schultz | Nov 2023 | +80.6% | +72.6% | +8.0% | +21.9% | -61.7% | 0.60 | 0.94 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Debbie Wasserman Schultz | Nov 2021 | +38.8% | +61.1% | -22.3% | +6.8% | -61.7% | 0.37 | 1.04 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Debbie Wasserman Schultz | Jan 2026 | +13.0% | +10.1% | +2.9% | – | -12.4% | 0.89 | 0.75 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Debbie Wasserman Schultz | Oct 2014 | +179.3% | +277.2% | -97.9% | +8.9% | -64.3% | 0.40 | 1.00 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ANGOAngiodynamics Inc | Healthcare | $18.78K | 15.6% | +29.8% | 6 | 3 | 3 | $24.00K | $18.00K | -177.1% | Oct 20, 2025 |
| PTENPatterson Uti Energy Inc | Energy | $16.89K | 14.1% | +111.1% | 7 | 4 | 3 | $32.00K | $24.00K | -30.9% | Oct 23, 2024 |
| INVXInnovex International, Inc. | Energy | $11.36K | 9.5% | +58.4% | 1 | 0 | 1 | $0.00 | $1.14K | – | Nov 25, 2025 |
| PERIPerion Network Ltd. | Technology | $10.12K | 8.4% | +26.5% | 1 | 1 | 0 | $8.00K | $0.00 | -47.6% | May 16, 2024 |
| HURCHurco Companies Inc | Industrials | $9.47K | 7.9% | +18.4% | 1 | 0 | 1 | $0.00 | $8.00K | – | Feb 6, 2025 |
| VLRSControladora Vuela Compania de Aviacion, S.A.B. de C.V. | Industrials | $8.16K | 6.8% | +16.1% | 1 | 0 | 1 | $0.00 | $1.12K | – | Sep 29, 2025 |
| BAXBaxter International Inc | Healthcare | $8.04K | 6.7% | +0.5% | 1 | 1 | 0 | $8.00K | $0.00 | -54.5% | Nov 18, 2024 |
| SSYSStratasys Ltd. | Industrials | $5.83K | 4.9% | -27.1% | 1 | 1 | 0 | $8.00K | $0.00 | -44.0% | Aug 15, 2025 |
| VSATViasat Inc | Communication Services | $1.35K | 1.1% | +169.6% | 2 | 1 | 1 | $8.00K | $8.00K | +590.1% | Jul 18, 2025 |
| HLHecla Mining Co/De/ | Basic Materials | $871.53 | 0.7% | +74.1% | 1 | 1 | 0 | $8.00K | $0.00 | +127.3% | Aug 9, 2024 |
| SGBKStonegate Bank | – | Closed | – | – | 17 | 8 | 8 | $64.00K | $514.00K | – | Sep 26, 2017 |
| CMTLComtech Telecommunications Corp /De/ | Technology | Closed | – | – | 6 | 3 | 3 | $24.00K | $24.00K | -322.1% | Mar 29, 2017 |
| QMCOQuantum Corp /De/ | Technology | Closed | – | – | 6 | 6 | 0 | $48.00K | $0.00 | -221.5% | Dec 23, 2021 |
| WSTLWESTELL TECHNOLOGIES INC | Technology | Closed | – | – | 6 | 4 | 2 | $32.00K | $16.00K | – | Oct 13, 2020 |
| NVGLFNV Gold Corp | – | Closed | – | – | 5 | 4 | 1 | $32.00K | $8.00K | – | Nov 18, 2024 |
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.
Trades by the month they were made: purchases above the line, sales below.
| Owner | Type | Filing | |||||||
|---|---|---|---|---|---|---|---|---|---|
| ICHRIchor Holdings - Ordinary Shares | Self | Sell | $2,723 | Jun 17, 2026 | Jul 14, 2026 | 27d | -58.8% | -60.3% | |
| INVXInnovex International, Inc. Common Stock | Dependent Child | Sell | $1,140 | Nov 25, 2025 | Dec 8, 2025 | 13d | +15.6% | +4.2% | |
| ANGOAngioDynamics, Inc. - Common Stock | Dependent Child | Sell | $2,000 | Oct 20, 2025 | Oct 24, 2025 | 4d | -0.5% | -12.6% | |
| BRYBerry Corporation | Dependent Child | Sell | $2,762 | Sep 15, 2025 | Oct 6, 2025 | 21d | – | – | |
| VLRSControladora Vuela Compania de Aviacion, S.A.B. de C.V. American Depositary Shares, each representing ten | Dependent Child | Sell | $1,118 | Sep 29, 2025 | Oct 6, 2025 | 7d | +0.6% | -12.7% | |
| BRYBerry Corporation | Self | Sell | $1,973 | Sep 15, 2025 | Oct 6, 2025 | 21d | – | – | |
| SSYSStratasys, Ltd. - Common Stock | Dependent Child | Buy | $1K–$15K | Aug 15, 2025 | Aug 18, 2025 | 3d | -27.1% | -44.0% | |
| ICHRIchor Holdings - Ordinary Shares | Dependent Child | Buy | $1K–$15K | Aug 5, 2025 | Aug 6, 2025 | 1d | +162.0% | +142.2% | |
| ANGOAngioDynamics, Inc. - Common Stock | Dependent Child | Buy | $1K–$15K | Jun 27, 2025 | Jul 25, 2025 | 28d | +20.2% | -2.1% | |
| ANGOAngioDynamics, Inc. - Common Stock | Self | Sell | $1K–$15K | Jul 16, 2025 | Jul 25, 2025 | 9d | +36.7% | +16.2% | |
| VSATViaSat, Inc. - Common Stock | Dependent Child | Sell | $1K–$15K | Jul 18, 2025 | Jul 25, 2025 | 7d | +371.4% | +351.6% | |
| NVGLFNew Gold Inc. (NGD) | Self | Buy | $1K–$15K | Feb 28, 2024 | Jul 1, 2025 | 489d late | – | – | |
| HURCHurco Companies, Inc. - Common Stock | Dependent Child | Sell | $1K–$15K | Feb 6, 2025 | Mar 6, 2025 | 28d | -2.3% | -26.3% | |
| BAXBaxter International Inc. Common Stock | Dependent Child | Buy | $1K–$15K | Nov 18, 2024 | Nov 20, 2024 | 2d | -26.7% | -54.5% | |
| NVGLFNew Gold Inc. (NGD) | Dependent Child | Sell | $1K–$15K | Nov 18, 2024 | Nov 20, 2024 | 2d | – | – |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Debbie Wasserman Schultz (D-FL-25), a current Democratic member of the House, has disclosed 118 trades since 2014: 70 purchases worth about $560.04K and 45 sales worth about $798.23K, in 37 stocks. Most traded: SGBK, PTEN, ANGO. As a portfolio, their stock holdings and trades returned +179.3% from Oct 2014, against +277.2% for the S&P 500. Trades took a median 25 days to be disclosed; 39 came late.
Rebuilt from their latest annual report and the trades they disclosed since, Debbie Wasserman Schultz still holds 10 stocks; the largest are ANGO (about $18.78K), PTEN (about $16.89K), INVX (about $11.36K), PERI (about $10.12K), HURC (about $9.47K). Options, funds and private holdings are not in this estimate.
As a portfolio, their stock holdings and trades returned +179.3% from October 2014 to November 2026, against +277.2% for the S&P 500, with a largest fall of -64.3%. 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 25 days to be disclosed. 39 of 118 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.