Denny Heck (D-WA-10), a former Democratic member of the House, has disclosed 12 trades since 2014: 1 purchase worth about $8.00K and 10 sales worth about $220.51K, in 9 stocks. Most traded: BMY, DIS, GE. As a portfolio, their stock holdings and trades returned +48.3% from Jun 2015, against +78.8% for the S&P 500. Trades took a median 368 days to be disclosed; 11 came late.
Denny Heck’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since June 2015: +48.3%, against +78.8% for SPY; the largest fall on the way was -30.5%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Denny Heck | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Denny Heck | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Denny Heck | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Denny Heck | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Denny Heck | Jun 2015 | +48.3% | +78.8% | -30.5% | +7.4% | -30.5% | 0.50 | 0.85 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HFWAHeritage Financial Corp /Wa/ | Financial Services | Closed | – | – | 1 | 0 | 1 | $0.00 | $75.00K | – | Sep 25, 2017 |
| BMYBristol Myers Squibb Co | Healthcare | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Sep 25, 2017 |
| GEGeneral Electric Co | Industrials | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Sep 25, 2017 |
| DISWalt Disney Co | Communication Services | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Mar 27, 2018 |
| NKENIKE, Inc. | Consumer Discretionary | Closed | – | – | 1 | 1 | 0 | $8.00K | $0.00 | -228.7% | Sep 25, 2017 |
| SDRLSEADRILL Ltd | Energy | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Sep 25, 2017 |
| VALEVale S.A. | Basic Materials | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Sep 25, 2017 |
| VZVerizon Communications Inc | Communication Services | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Sep 25, 2017 |
| GOOGLAlphabet Inc. | Technology | Closed | – | – | 1 | 0 | 0 | $0.00 | $0.00 | – | Mar 27, 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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| GEGENERAL ELECTRIC COMMON STOCK | Joint | Sell | $15K–$50K | Sep 25, 2017 | Sep 28, 2018 | 368d late | +162.4% | -39.7% | |
| HFWAHERITAGE FINANCIAL COMMON STOCK | Joint | Sell | $50K–$100K | Sep 25, 2017 | Sep 28, 2018 | 368d late | +1.8% | -200.3% | |
| SEASPAN CORP COMMON STOCKOther | Joint | Sell | $1K–$15K | Sep 25, 2017 | Sep 28, 2018 | 368d late | – | – | |
| VZVERISON COMUNICATIONS | Self | Sell | $1K–$15K | Sep 25, 2017 | Sep 28, 2018 | 368d late | -9.7% | -211.8% | |
| CITY GROUP INCOther | Self | Sell | $1K–$15K | Sep 25, 2017 | Sep 28, 2018 | 368d late | – | – | |
| VALEVALE SA ADR | Self | Sell | $1K–$15K | Sep 25, 2017 | Sep 28, 2018 | 368d late | +15.1% | -187.0% | |
| BMYBRISTOL-MYERS SQUIBB | Joint | Sell | $15K–$50K | Sep 25, 2017 | Sep 28, 2018 | 368d late | -0.3% | -202.4% | |
| SDRLSEADRILL | Joint | Sell | $1K–$15K | Sep 25, 2017 | Sep 28, 2018 | 368d late | – | – | |
| NKENIKE INC CLASS B | Self | Buy | $1K–$15K | Sep 25, 2017 | Sep 28, 2018 | 368d late | -26.5% | -228.7% | |
| GOOGLALPHABET INC CLASS A | Joint | Exchange | $15K–$50K | Mar 27, 2018 | Sep 28, 2018 | 185d late | +454.1% | +265.5% | |
| DISWALT DISNEY COMPANY | Joint | Sell (Partial) | $1K–$15K | Mar 27, 2018 | Sep 28, 2018 | 185d late | +13.9% | -174.8% | |
| Vodafone GP PLLADS NewwOther | Joint | Sell | $15K–$50K | Jan 2, 2014 | Feb 14, 2014 | 43d | – | – |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Denny Heck (D-WA-10), a former Democratic member of the House, has disclosed 12 trades since 2014: 1 purchase worth about $8.00K and 10 sales worth about $220.51K, in 9 stocks. Most traded: BMY, DIS, GE. As a portfolio, their stock holdings and trades returned +48.3% from Jun 2015, against +78.8% for the S&P 500. Trades took a median 368 days to be disclosed; 11 came late.
As a portfolio, their stock holdings and trades returned +48.3% from June 2015 to November 2026, against +78.8% 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 368 days to be disclosed. 11 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.