Frank Pallone, Jr. (D-NJ-6), a current Democratic member of the House, has disclosed 12 trades since 2019: 0 purchases worth about $0.00 and 12 sales worth about $145.01K, in 9 stocks. Most traded: PM, GE, C. As a portfolio, their stock holdings and trades returned +17.3% from Jun 2014, against +286.8% for the S&P 500. Trades took a median 10 days to be disclosed; 0 came late.
Frank Pallone, Jr.’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since June 2014: +17.3%, against +286.8% for SPY; the largest fall on the way was -41.1%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Frank Pallone, Jr. | Nov 2025 | +20.9% | +10.1% | +10.8% | – | -17.0% | 1.14 | 0.46 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Frank Pallone, Jr. | Nov 2023 | +34.7% | +72.6% | -37.9% | +10.5% | -20.4% | 0.69 | 0.55 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Frank Pallone, Jr. | Nov 2021 | -15.0% | +61.1% | -76.1% | -3.2% | -41.1% | -0.09 | 0.71 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Frank Pallone, Jr. | Jan 2026 | +16.7% | +10.1% | +6.6% | – | -17.0% | 1.08 | 0.43 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Frank Pallone, Jr. | Jun 2014 | +17.3% | +286.8% | -269.5% | +1.3% | -41.1% | 0.16 | 0.79 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ELEstee Lauder Companies Inc | Consumer Staples | $42.50K | 17.4% | +30.8% | 1 | 0 | 1 | $0.00 | $32.50K | – | Sep 25, 2020 |
| DISWalt Disney Co | Communication Services | $35.80K | 14.7% | +10.1% | 1 | 0 | 1 | $0.00 | $8.00K | – | Sep 25, 2020 |
| TXNTexas Instruments Inc | Technology | $32.42K | 13.3% | -0.2% | 1 | 0 | 1 | $0.00 | $32.50K | – | Sep 25, 2020 |
| PMPhilip Morris International Inc. | Consumer Staples | Closed | – | – | 3 | 0 | 3 | $0.00 | $24.00K | – | Aug 11, 2021 |
| GEGeneral Electric Co | Industrials | Closed | – | – | 2 | 0 | 2 | $0.00 | $16.00K | – | Sep 25, 2020 |
| CCitigroup Inc | Financial Services | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Aug 11, 2021 |
| CVXChevron Corp | Energy | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Aug 11, 2021 |
| DDominion Energy, Inc | Utilities | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Aug 11, 2021 |
| MOAltria Group, Inc. | Consumer Staples | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Feb 4, 2019 |
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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| CVXChevron Corporation | Spouse | Sell | $1K–$15K | Aug 11, 2021 | Aug 16, 2021 | 5d | +121.6% | +52.1% | |
| CCitigroup, Inc. | Spouse | Sell | $1K–$15K | Aug 11, 2021 | Aug 16, 2021 | 5d | +65.7% | -3.8% | |
| DDominion Energy, Inc. | Spouse | Sell | $1K–$15K | Aug 11, 2021 | Aug 16, 2021 | 5d | -11.9% | -81.4% | |
| PMPhilip Morris International Inc | Spouse | Sell (Partial) | $1K–$15K | Aug 11, 2021 | Aug 16, 2021 | 5d | +108.8% | +39.3% | |
| PMPhilip Morris International Inc | Spouse | Sell | $1K–$15K | Aug 11, 2021 | Aug 16, 2021 | 5d | +108.8% | +39.3% | |
| ELEstee Lauder Companies, Inc. | Spouse | Sell (Partial) | $15K–$50K | Sep 25, 2020 | Oct 20, 2020 | 25d | -51.2% | -180.0% | |
| GEGeneral Electric Company | Spouse | Sell | $1K–$15K | Sep 25, 2020 | Oct 20, 2020 | 25d | +937.1% | +808.3% | |
| GEGeneral Electric Company | Spouse | Sell | $1K–$15K | Sep 25, 2020 | Oct 20, 2020 | 25d | +937.1% | +808.3% | |
| TXNTexas Instruments Incorporated | Spouse | Sell (Partial) | $15K–$50K | Sep 25, 2020 | Oct 20, 2020 | 25d | +118.3% | -10.5% | |
| DISWalt Disney Company | Spouse | Sell (Partial) | $1K–$15K | Sep 25, 2020 | Oct 20, 2020 | 25d | -8.8% | -137.6% | |
| PMPhilip Morris International Inc | Spouse | Sell (Partial) | $1K–$15K | Apr 10, 2019 | Apr 18, 2019 | 8d | +143.0% | -17.9% | |
| MOAltria Group, Inc. | Spouse | Sell | $1K–$15K | Feb 4, 2019 | Feb 15, 2019 | 11d | +57.2% | -119.4% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Frank Pallone, Jr. (D-NJ-6), a current Democratic member of the House, has disclosed 12 trades since 2019: 0 purchases worth about $0.00 and 12 sales worth about $145.01K, in 9 stocks. Most traded: PM, GE, C. As a portfolio, their stock holdings and trades returned +17.3% from Jun 2014, against +286.8% for the S&P 500. Trades took a median 10 days to be disclosed; 0 came late.
Rebuilt from their latest annual report and the trades they disclosed since, Frank Pallone, Jr. still holds 3 stocks; the largest are EL (about $42.50K), DIS (about $35.80K), TXN (about $32.42K). Options, funds and private holdings are not in this estimate.
As a portfolio, their stock holdings and trades returned +17.3% from June 2014 to November 2026, against +286.8% for the S&P 500, with a largest fall of -41.1%. 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 10 days to be disclosed. 0 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.