E. Scott Rigell (R-VA-2), a former Republican member of the House, has disclosed 109 trades since 2013: 73 purchases worth about $3.40M and 35 sales worth about $17.84M, in 40 stocks. Most traded: GLD, AAPL, XOM. As a portfolio, their stock holdings and trades returned -7.1% from May 2015, against +6.7% for the S&P 500. Trades took a median 49 days to be disclosed; 65 came late.
E. Scott Rigell’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since May 2015: -7.1%, against +6.7% for SPY; the largest fall on the way was -26.7%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| E. Scott Rigell | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| E. Scott Rigell | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| E. Scott Rigell | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| E. Scott Rigell | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| E. Scott Rigell | May 2015 | -7.1% | +6.7% | -13.8% | -4.5% | -26.7% | -0.17 | 0.99 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GLDSpdr Gold Trust | Financial Services | Closed | – | – | 7 | 4 | 3 | $266.00K | $282.50K | -56.2% | Nov 23, 2016 |
| XOMExxonMobil Holdings Corp | Energy | Closed | – | – | 4 | 3 | 1 | $97.50K | $32.50K | -151.4% | Mar 16, 2016 |
| GDXJVanEck Junior Gold Miners ETF | – | Closed | – | – | 3 | 2 | 1 | $40.50K | $75.00K | -105.6% | Nov 23, 2016 |
| AAPLApple Inc. | Technology | Closed | – | – | 5 | 4 | 1 | $81.00K | $32.50K | +706.4% | Jan 12, 2016 |
| JNJJohnson & Johnson | Healthcare | Closed | – | – | 2 | 2 | 0 | $107.50K | $0.00 | -102.2% | Dec 15, 2016 |
| XLFState Street® Financial Select Sector SPDR® ETF | – | Closed | – | – | 3 | 3 | 0 | $97.50K | $0.00 | -86.6% | Dec 13, 2016 |
| GDXVanEck Gold Miners ETF | – | Closed | – | – | 3 | 2 | 1 | $40.50K | $32.50K | -49.9% | Nov 23, 2016 |
| PGPROCTER & GAMBLE Co | Consumer Staples | Closed | – | – | 3 | 3 | 0 | $73.00K | $0.00 | -158.2% | Dec 13, 2016 |
| RAIREYNOLDS AMERICAN INC | Consumer Staples | Closed | – | – | 3 | 2 | 1 | $40.50K | $32.50K | – | Dec 12, 2016 |
| VZVerizon Communications Inc | Communication Services | Closed | – | – | 3 | 2 | 1 | $40.50K | $32.50K | -281.9% | Sep 19, 2016 |
| BABoeing Co | Industrials | Closed | – | – | 2 | 1 | 1 | $32.50K | $32.50K | -224.8% | Dec 9, 2016 |
| BPBp Plc | Energy | Closed | – | – | 2 | 1 | 1 | $32.50K | $32.50K | -201.4% | Dec 14, 2016 |
| CCLCarnival Corp Ltd. | Consumer Discretionary | Closed | – | – | 2 | 1 | 1 | $32.50K | $32.50K | -314.3% | May 23, 2016 |
| CELGCELGENE CORP | Healthcare | Closed | – | – | 2 | 1 | 1 | $32.50K | $32.50K | – | May 2, 2016 |
| CFGCitizens Financial Group Inc/Ri | Financial Services | Closed | – | – | 2 | 1 | 1 | $32.50K | $32.50K | -68.7% | Mar 10, 2016 |
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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| MOAltria Group, Inc. | Self | Buy | $15K–$50K | Dec 15, 2016 | Jan 25, 2017 | 41d | +16.5% | -215.1% | |
| RAIReynolds American Inc | Self | Sell | $15K–$50K | Dec 12, 2016 | Jan 25, 2017 | 44d | – | – | |
| XLFSPDR Select Sector Fund - FinancialETF | Self | Buy | $15K–$50K | Dec 13, 2016 | Jan 25, 2017 | 43d | +144.0% | -86.2% | |
| XLFSPDR Select Sector Fund - FinancialETF | Self | Buy | $15K–$50K | Dec 12, 2016 | Jan 25, 2017 | 44d | +144.6% | -87.8% | |
| VVisa Inc. | Self | Buy | $15K–$50K | Dec 7, 2016 | Jan 25, 2017 | 49d late | +436.5% | +201.6% | |
| BABoeing Company | Self | Sell | $15K–$50K | Dec 9, 2016 | Jan 25, 2017 | 47d late | +12.1% | -220.0% | |
| BPBP p.l.c. | Self | Buy | $15K–$50K | Dec 7, 2016 | Jan 25, 2017 | 49d late | +33.4% | -201.4% | |
| BPBP p.l.c. | Self | Sell | $15K–$50K | Dec 14, 2016 | Jan 25, 2017 | 42d | +33.0% | -200.0% | |
| JNJJohnson & Johnson | Self | Buy | $15K–$50K | Dec 15, 2016 | Jan 25, 2017 | 41d | +133.5% | -98.1% | |
| LOWLowe's Companies, Inc. | Self | Buy | $15K–$50K | Dec 15, 2016 | Jan 25, 2017 | 41d | +196.1% | -35.5% | |
| PEPPepsico, Inc. | Self | Buy | $15K–$50K | Dec 15, 2016 | Jan 25, 2017 | 41d | +33.4% | -198.3% | |
| QQQPOwerShAres QQQ Trust, Series 1 | Self | Buy | $15K–$50K | Dec 5, 2016 | Jan 25, 2017 | 51d late | +484.1% | +243.8% | |
| PGProcter & Gamble Company | Self | Buy | $15K–$50K | Dec 13, 2016 | Jan 25, 2017 | 43d | +92.1% | -138.2% | |
| BABoeing Company | Self | Buy | $15K–$50K | Nov 30, 2016 | Dec 23, 2016 | 23d | +16.5% | -224.8% | |
| JNJJohnson & Johnson | Self | Buy | $50K–$100K | Nov 21, 2016 | Dec 23, 2016 | 32d | +135.3% | -106.3% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
E. Scott Rigell (R-VA-2), a former Republican member of the House, has disclosed 109 trades since 2013: 73 purchases worth about $3.40M and 35 sales worth about $17.84M, in 40 stocks. Most traded: GLD, AAPL, XOM. As a portfolio, their stock holdings and trades returned -7.1% from May 2015, against +6.7% for the S&P 500. Trades took a median 49 days to be disclosed; 65 came late.
As a portfolio, their stock holdings and trades returned -7.1% from May 2015 to November 2026, against +6.7% for the S&P 500, with a largest fall of -26.7%. 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 49 days to be disclosed. 65 of 109 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.