Diane Black (R-TN-6), a former Republican member of the House, has disclosed 668 trades since 2013: 311 purchases worth about $27.99M and 357 sales worth about $61.41M, in 97 stocks. Most traded: XRAY, ZTS, ORCL. As a portfolio, their stock holdings and trades returned +32.0% from May 2013, against +46.1% for the S&P 500. Trades took a median 21 days to be disclosed; 157 came late.
Diane Black’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since May 2013: +32.0%, against +46.1% for SPY; the largest fall on the way was -29.0%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Diane Black | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Diane Black | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Diane Black | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Diane Black | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Diane Black | May 2013 | +32.0% | +46.1% | -14.0% | +5.1% | -29.0% | 0.35 | 1.01 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SWNSOUTHWESTERN ENERGY CO | Energy | Closed | – | – | 3 | 1 | 2 | $8.00K | $3.18M | – | Dec 7, 2015 |
| ORCLOracle Corp | Technology | Closed | – | – | 16 | 10 | 6 | $913.01K | $865.00K | -62.2% | Jul 30, 2018 |
| CMCSAComcast Corp | Communication Services | Closed | – | – | 14 | 8 | 6 | $615.00K | $655.50K | -273.0% | Jul 10, 2018 |
| GOOGLAlphabet Inc. | Technology | Closed | – | – | 11 | 5 | 6 | $390.00K | $807.50K | +502.1% | Jan 30, 2018 |
| ZTSZoetis Inc. | Healthcare | Closed | – | – | 17 | 10 | 7 | $436.51K | $706.00K | -146.5% | Feb 24, 2016 |
| SLBSlb Limited/Nv | Energy | Closed | – | – | 12 | 6 | 6 | $440.50K | $698.00K | -317.3% | Nov 25, 2016 |
| DEODiageo Plc | Consumer Staples | Closed | – | – | 12 | 6 | 6 | $380.00K | $606.50K | -285.3% | Jul 30, 2018 |
| ULUnilever Plc | Consumer Staples | Closed | – | – | 7 | 4 | 3 | $400.00K | $558.00K | -248.2% | May 29, 2015 |
| QCOMQualcomm Inc/De | Technology | Closed | – | – | 13 | 7 | 6 | $339.00K | $616.00K | -65.0% | Aug 3, 2018 |
| EOGEog Resources Inc | Energy | Closed | – | – | 11 | 5 | 6 | $265.50K | $665.00K | -196.8% | Nov 25, 2016 |
| OXYOccidental Petroleum Corp /De/ | Energy | Closed | – | – | 8 | 4 | 4 | $257.50K | $566.00K | -310.2% | Nov 25, 2016 |
| AAPLApple Inc. | Technology | Closed | – | – | 5 | 2 | 3 | $207.50K | $582.50K | +806.1% | Sep 21, 2015 |
| WFCWells Fargo & Company/Mn | Financial Services | Closed | – | – | 11 | 3 | 8 | $91.00K | $663.00K | -222.4% | Feb 8, 2016 |
| LLSCXLongleaf Partners Small Cap Fund | – | Closed | – | – | 1 | 0 | 1 | $0.00 | $750.00K | – | Sep 21, 2015 |
| CBChubb Ltd | Financial Services | Closed | – | – | 12 | 2 | 10 | $150.00K | $579.01K | -37.8% | Sep 28, 2015 |
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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| CPAYFLEETCOR TECHNOLOGIES INC COM STK | Spouse | Buy | $15K–$50K | Dec 19, 2018 | Jan 3, 2019 | 15d | +127.3% | -72.0% | |
| CPAYFLEETCOR TECHNOLOGIES INC COM STK | Spouse | Buy | $15K–$50K | Dec 20, 2018 | Jan 3, 2019 | 14d | +129.7% | -74.7% | |
| COPART INC COM STKOther | Spouse | Buy | $1K–$15K | Dec 24, 2018 | Jan 3, 2019 | 10d | – | – | |
| BF-BBROWN-FORMAN CORP CLASS B COMMON | Spouse | Buy | $1K–$15K | Dec 24, 2018 | Jan 3, 2019 | 10d | -34.3% | -255.3% | |
| BF-BBROWN-FORMAN CORP CLASS B COMMOM | Spouse | Buy | $1K–$15K | Dec 26, 2018 | Jan 3, 2019 | 8d | -35.5% | -241.0% | |
| USBU S BANCORP | Spouse | Buy | $15K–$50K | Dec 27, 2018 | Jan 3, 2019 | 7d | +32.5% | -170.7% | |
| BF-BBROWN-FORMAN CORP CLASS B COMMON | Spouse | Buy | $1K–$15K | Dec 27, 2018 | Jan 3, 2019 | 7d | -36.4% | -239.6% | |
| CPAYFLEETCOR TECHNOLOGIES INC COM STK | Spouse | Buy | $1K–$15K | Dec 27, 2018 | Jan 3, 2019 | 7d | +121.0% | -82.2% | |
| KROGER CO COM STKOther | Spouse | Sell | $1K–$15K | Dec 10, 2018 | Jan 3, 2019 | 24d | – | – | |
| VIRGINIA ST CLG BLDG AUTH EDUCTNL FA +Other | Spouse | Buy | $15K–$50K | Dec 4, 2018 | Dec 18, 2018 | 14d | – | – | |
| COPART INC COM STKOther | Spouse | Buy | $1K–$15K | Dec 6, 2018 | Dec 18, 2018 | 12d | – | – | |
| DGDOLLAR GENERAL CORP COM STK | Spouse | Buy | $1K–$15K | Dec 6, 2018 | Dec 18, 2018 | 12d | +27.3% | -151.4% | |
| XRAYDENTSPLY SIRONA INC COM STK | Spouse | Sell | $1K–$15K | Nov 20, 2018 | Dec 18, 2018 | 28d | -73.2% | -258.0% | |
| XRAYDENTSPLY SIRONA INC COM STK | Spouse | Sell | $1K–$15K | Nov 26, 2018 | Dec 18, 2018 | 22d | -73.2% | -254.4% | |
| XRAYDENTSPLY SIRONA INC COM STK | Spouse | Sell | $1K–$15K | Nov 28, 2018 | Dec 18, 2018 | 20d | -73.6% | -247.6% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Diane Black (R-TN-6), a former Republican member of the House, has disclosed 668 trades since 2013: 311 purchases worth about $27.99M and 357 sales worth about $61.41M, in 97 stocks. Most traded: XRAY, ZTS, ORCL. As a portfolio, their stock holdings and trades returned +32.0% from May 2013, against +46.1% for the S&P 500. Trades took a median 21 days to be disclosed; 157 came late.
As a portfolio, their stock holdings and trades returned +32.0% from May 2013 to November 2026, against +46.1% for the S&P 500, with a largest fall of -29.0%. 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 21 days to be disclosed. 157 of 668 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.