Ed Whitfield (R-KY-1), a former Republican member of the House, has disclosed 175 trades since 2013: 127 purchases worth about $1.26M and 48 sales worth about $781.02K, in 82 stocks. Most traded: BIIB, DIS, IP. As a portfolio, their stock holdings and trades returned -9.6% from Dec 2013, against +20.5% for the S&P 500. Trades took a median 27 days to be disclosed; 11 came late.
Ed Whitfield’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since December 2013: -9.6%, against +20.5% for SPY; the largest fall on the way was -33.3%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Ed Whitfield | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Ed Whitfield | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Ed Whitfield | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Ed Whitfield | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Ed Whitfield | Dec 2013 | -9.6% | +20.5% | -30.2% | -3.6% | -33.3% | -0.15 | 0.95 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PMPhilip Morris International Inc. | Consumer Staples | Closed | – | – | 5 | 3 | 2 | $24.00K | $65.00K | -135.0% | Nov 24, 2015 |
| WBAWalgreens Boots Alliance, Inc. | Consumer Staples | Closed | – | – | 4 | 3 | 1 | $24.00K | $32.50K | – | May 19, 2016 |
| CATCaterpillar Inc | Industrials | Closed | – | – | 3 | 1 | 2 | $32.50K | $16.00K | +362.1% | Dec 29, 2015 |
| VVisa Inc. | Financial Services | Closed | – | – | 2 | 2 | 0 | $40.50K | $0.00 | +288.4% | Mar 22, 2016 |
| BIIBBiogen Inc. | Healthcare | Closed | – | – | 5 | 3 | 2 | $24.00K | $16.00K | -305.0% | Jun 3, 2016 |
| DISWalt Disney Co | Communication Services | Closed | – | – | 5 | 3 | 2 | $24.00K | $16.00K | -262.2% | Apr 11, 2016 |
| IPInternational Paper Co /New/ | Basic Materials | Closed | – | – | 5 | 5 | 0 | $40.00K | $0.00 | -315.5% | Jan 28, 2016 |
| DEDeere & Co | Industrials | Closed | – | – | 1 | 1 | 0 | $32.50K | $0.00 | +335.0% | Dec 17, 2013 |
| KOCoca Cola Co | Consumer Staples | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Dec 23, 2013 |
| OPNWOpenWorld, Inc. | Industrials | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Sep 16, 2013 |
| SJTSan Juan Basin Royalty Trust | Energy | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Sep 18, 2014 |
| AMZNAmazon Com Inc | Consumer Discretionary | Closed | – | – | 4 | 4 | 0 | $32.00K | $0.00 | +466.1% | Feb 8, 2016 |
| DEAEasterly Government Properties, Inc. | Real Estate | Closed | – | – | 4 | 4 | 0 | $32.00K | $0.00 | -312.5% | Jul 12, 2016 |
| GEGeneral Electric Co | Industrials | Closed | – | – | 4 | 4 | 0 | $32.00K | $0.00 | -146.2% | May 5, 2016 |
| LBTYALiberty Global Ltd. | Communication Services | Closed | – | – | 4 | 3 | 1 | $24.00K | $8.00K | -350.2% | Jul 21, 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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| CHTRCharter Communications, Inc. - Class A | Spouse | Buy | $1K–$15K | Jul 6, 2016 | Oct 20, 2016 | 106d late | -50.4% | -309.1% | |
| CNQCanadian Natural Resources Limited | Spouse | Sell | $1K–$15K | Aug 11, 2016 | Sep 14, 2016 | 34d | +243.9% | -0.1% | |
| DEODiageo plc | Spouse | Sell | $1K–$15K | Sep 2, 2016 | Sep 14, 2016 | 12d | -15.7% | -260.1% | |
| PGProcter & Gamble Company | Spouse | Sell | $1K–$15K | Aug 23, 2016 | Sep 14, 2016 | 22d | +87.2% | -156.3% | |
| CHTRCharter Communications, Inc. - Class A | Spouse | Sell | $1K–$15K | Jul 7, 2016 | Aug 12, 2016 | 36d | -50.8% | -309.8% | |
| DEAEasterly Government Properties, Inc. | Self | Buy | $1K–$15K | Jul 12, 2016 | Aug 12, 2016 | 31d | -54.4% | -304.3% | |
| LILALiberty Global plc - Class A Ordinary Shares | Spouse | Buy | $1K–$15K | Jul 1, 2016 | Aug 12, 2016 | 42d | -59.3% | -317.6% | |
| LBRDALiberty Broadband Corporation - Class A | Spouse | Buy | $1K–$15K | Jul 1, 2014 | Aug 4, 2016 | 765d late | – | – | |
| LBRDKLiberty Broadband Corporation - Class C | Spouse | Buy | $1K–$15K | Jul 1, 2014 | Aug 4, 2016 | 765d late | – | – | |
| LBRDKLiberty Broadband Corporation - Class C | Spouse | Sell | $1K–$15K | Feb 22, 2016 | Aug 4, 2016 | 164d late | – | – | |
| LBTYALiberty Global plc - Class A Ordinary Shares (LILA) | Spouse | Buy | $1K–$15K | Jul 1, 2014 | Aug 4, 2016 | 765d late | -57.1% | -338.8% | |
| LMCALiberty Media Corporation - Series A Liberty Media | Spouse | Buy | $1K–$15K | Jul 1, 2014 | Aug 4, 2016 | 765d late | – | – | |
| LMCKLiberty Media Corporation - Series C | Spouse | Sell | $1K–$15K | Mar 11, 2016 | Aug 4, 2016 | 146d late | – | – | |
| LMCKLiberty Media Corporation - Series C | Spouse | Sell | $1K–$15K | Feb 9, 2016 | Aug 4, 2016 | 177d late | – | – | |
| LMCKLiberty Media Corporation - Series C Liberty Media | Spouse | Buy | $1K–$15K | Jul 1, 2014 | Aug 4, 2016 | 765d late | – | – |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Ed Whitfield (R-KY-1), a former Republican member of the House, has disclosed 175 trades since 2013: 127 purchases worth about $1.26M and 48 sales worth about $781.02K, in 82 stocks. Most traded: BIIB, DIS, IP. As a portfolio, their stock holdings and trades returned -9.6% from Dec 2013, against +20.5% for the S&P 500. Trades took a median 27 days to be disclosed; 11 came late.
As a portfolio, their stock holdings and trades returned -9.6% from December 2013 to November 2026, against +20.5% for the S&P 500, with a largest fall of -33.3%. 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 27 days to be disclosed. 11 of 175 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.