Donald S. Beyer, Jr. (D-VA-8), a current Democratic member of the House, has disclosed 976 trades since 2019: 520 purchases worth about $10.68M and 448 sales worth about $65.90M, in 73 stocks. Most traded: NEE, GS, AAPL. As a portfolio, their stock holdings and trades returned +300.8% from Oct 2015, against +277.4% for the S&P 500. Trades took a median 19 days to be disclosed; 11 came late.
Donald S. Beyer, Jr.’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since October 2015: +300.8%, against +277.4% for SPY; the largest fall on the way was -32.7%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Donald S. Beyer, Jr. | Nov 2025 | +8.8% | +10.1% | -1.3% | – | -2.2% | 1.87 | -0.06 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Donald S. Beyer, Jr. | Nov 2023 | +55.3% | +72.6% | -17.3% | +15.9% | -14.0% | 0.99 | 0.26 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Donald S. Beyer, Jr. | Nov 2021 | +26.5% | +61.1% | -34.6% | +4.8% | -32.7% | 0.33 | 0.73 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Donald S. Beyer, Jr. | Jan 2026 | +7.7% | +10.1% | -2.3% | – | -2.0% | 1.90 | -0.07 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Donald S. Beyer, Jr. | Oct 2015 | +300.8% | +277.4% | +23.4% | +13.4% | -32.7% | 0.71 | 0.86 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Technology | Closed | – | – | 17 | 10 | 7 | $104.51K | $147.50K | +206.6% | Feb 28, 2022 |
| NEENextera Energy Inc | Utilities | Closed | – | – | 19 | 12 | 7 | $96.01K | $105.00K | -95.0% | Mar 7, 2022 |
| MSFTMicrosoft Corp | Technology | Closed | – | – | 16 | 8 | 8 | $64.00K | $113.00K | +77.5% | Feb 28, 2022 |
| ROPRoper Technologies Inc | Technology | Closed | – | – | 15 | 8 | 7 | $64.00K | $105.00K | -101.2% | Feb 28, 2022 |
| GSGoldman Sachs Group Inc | Financial Services | Closed | – | – | 18 | 12 | 6 | $96.01K | $72.50K | +124.6% | Feb 28, 2022 |
| MSCIMSCI Inc. | Financial Services | Closed | – | – | 14 | 7 | 7 | $56.00K | $105.00K | -2.4% | Feb 28, 2022 |
| NVDANvidia Corp | Technology | Closed | – | – | 14 | 7 | 7 | $56.00K | $105.00K | +2,781.3% | Feb 28, 2022 |
| DAIUFDaifuku Co., Ltd./ADR | – | Closed | – | – | 17 | 9 | 8 | $72.00K | $88.50K | – | Mar 1, 2022 |
| ELEstee Lauder Companies Inc | Consumer Staples | Closed | – | – | 17 | 11 | 6 | $88.01K | $72.50K | -177.2% | Feb 28, 2022 |
| TDOCTeladoc Health, Inc. | Healthcare | Closed | – | – | 16 | 8 | 8 | $64.00K | $88.50K | -221.7% | Nov 26, 2021 |
| GOOGAlphabet Inc. | Technology | Closed | – | – | 12 | 8 | 4 | $64.00K | $81.00K | +151.8% | Feb 28, 2022 |
| ECLEcolab Inc. | Industrials | Closed | – | – | 15 | 7 | 8 | $56.00K | $88.50K | -70.7% | Feb 28, 2022 |
| ILMNIllumina, Inc. | Healthcare | Closed | – | – | 15 | 8 | 7 | $64.00K | $80.50K | -157.6% | Feb 28, 2022 |
| TGTTarget Corp | Consumer Discretionary | Closed | – | – | 15 | 10 | 5 | $80.01K | $64.50K | -107.5% | Feb 28, 2022 |
| TRNOTerreno Realty Corp | Real Estate | Closed | – | – | 15 | 9 | 6 | $72.00K | $72.50K | -107.4% | Feb 28, 2022 |
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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| California CMNTY VAR 11/01/54Bond | Joint | Buy | $15K–$50K | Oct 7, 2026 | Nov 1, 2026 | 25d | – | – | |
| Curators Univ Mo 5.00% 11/01/34Bond | Joint | Buy | $15K–$50K | Sep 23, 2026 | Oct 1, 2026 | 8d | – | – | |
| Indiana ST 5.00% 02/01/32Bond | Joint | Buy | $50K–$100K | Sep 15, 2026 | Oct 1, 2026 | 16d | – | – | |
| Ohio St Gen Oblig 5.00% 11/01/34Bond | Joint | Sell | $15K–$50K | Sep 23, 2026 | Oct 1, 2026 | 8d | – | – | |
| California St 4.00% 8/01/36Bond | Joint | Exchange | $15K–$50K | Aug 3, 2026 | Sep 1, 2026 | 29d | – | – | |
| Long Is Pwr Auth Var 9/01/55Bond | Joint | Buy | $15K–$50K | Aug 5, 2026 | Sep 1, 2026 | 27d | – | – | |
| Washington St Various 5.00% 08/01/30Bond | Joint | Exchange | $50K–$100K | Aug 3, 2026 | Sep 1, 2026 | 29d | – | – | |
| King Cnty Wash 4.00% 12/01/32Bond | Joint | Exchange | $15K–$50K | Jul 26, 2026 | Aug 1, 2026 | 6d | – | – | |
| Tri-Creek 5.00% 7/15/33Bond | Joint | Buy | $50K–$100K | Jul 27, 2026 | Aug 1, 2026 | 5d | – | – | |
| Virginia Commlth 5.00% 09/15/29Bond | Joint | Buy | $50K–$100K | Jun 18, 2026 | Jul 1, 2026 | 13d | – | – | |
| Arlington Cnty VA 5.00% 7/01/35Bond | Joint | Buy | $15K–$50K | Feb 19, 2026 | Mar 1, 2026 | 10d | – | – | |
| Madison Conn Go Bd 3.5% 12/18/25Bond | Joint | Buy | $50K–$100K | Jan 20, 2026 | Jan 31, 2026 | 11d | – | – | |
| Ohio St Gen Oblig 5.00% 11/01/34Bond | Joint | Buy | $15K–$50K | Jan 7, 2026 | Jan 31, 2026 | 24d | – | – | |
| University Wash Univ 4.00% 12/01/33Bond | Joint | Buy | $15K–$50K | Jan 29, 2026 | Jan 31, 2026 | 2d | – | – | |
| Virginia St Pub Bldg 4.00% 08/01/36Bond | Joint | Buy | $50K–$100K | Jan 15, 2026 | Jan 31, 2026 | 16d | – | – |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Donald S. Beyer, Jr. (D-VA-8), a current Democratic member of the House, has disclosed 976 trades since 2019: 520 purchases worth about $10.68M and 448 sales worth about $65.90M, in 73 stocks. Most traded: NEE, GS, AAPL. As a portfolio, their stock holdings and trades returned +300.8% from Oct 2015, against +277.4% for the S&P 500. Trades took a median 19 days to be disclosed; 11 came late.
None of the stocks Donald S. Beyer, Jr. disclosed is still held in their latest annual report and the trades on file since.
As a portfolio, their stock holdings and trades returned +300.8% from October 2015 to November 2026, against +277.4% for the S&P 500, with a largest fall of -32.7%. 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 19 days to be disclosed. 11 of 976 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.