Gary C. Peters (D-MI-14), a current Democratic member of the House, has disclosed 34 trades since 2013: 30 purchases worth about $338.02K and 2 sales worth about $16.00K, in 16 stocks. Most traded: PFX, BXMT, CSQ. As a portfolio, their stock holdings and trades returned +160.6% from Jan 2014, against +314.0% for the S&P 500. Trades took a median 18 days to be disclosed; 0 came late.
Gary C. Peters’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since January 2014: +160.6%, against +314.0% for SPY; the largest fall on the way was -30.7%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Gary C. Peters | Nov 2025 | +14.2% | +10.1% | +4.1% | – | -10.4% | 1.19 | 0.63 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Gary C. Peters | Nov 2023 | +45.3% | +72.6% | -27.3% | +13.3% | -14.4% | 1.09 | 0.63 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Gary C. Peters | Nov 2021 | +28.0% | +61.1% | -33.1% | +5.1% | -25.9% | 0.42 | 0.70 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Gary C. Peters | Jan 2026 | +12.7% | +10.1% | +2.6% | – | -10.4% | 1.23 | 0.65 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Gary C. Peters | Jan 2014 | +160.6% | +314.0% | -153.4% | +7.8% | -30.7% | 0.57 | 0.81 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GMGeneral Motors Co | Consumer Discretionary | $20.41K | 0.8% | +155.0% | 1 | 1 | 0 | $8.00K | $0.00 | -135.1% | Jun 3, 2014 |
| EMREmerson Electric Co | Industrials | $20.40K | 0.8% | +154.9% | 1 | 1 | 0 | $8.00K | $0.00 | -113.8% | Nov 10, 2014 |
| HTDJohn Hancock Tax-Advantaged Dividend Income Fund | – | $8.50K | 0.3% | +6.2% | 1 | 1 | 0 | $8.00K | $0.00 | -257.0% | Dec 2, 2014 |
| WPCW. P. Carey Inc. | Real Estate | $7.95K | 0.3% | -0.6% | 1 | 1 | 0 | $8.00K | $0.00 | -266.5% | Nov 18, 2014 |
| SLBSlb Limited/Nv | Energy | $4.26K | 0.2% | -46.7% | 1 | 1 | 0 | $8.00K | $0.00 | -315.5% | Nov 10, 2014 |
| PFXPhenixFIN Corp | Financial Services | $2.88K | 0.1% | -82.0% | 2 | 2 | 0 | $16.00K | $0.00 | -371.9% | Nov 10, 2014 |
| BXMTBlackstone Mortgage Trust, Inc. | Financial Services | Closed | – | – | 1 | 1 | 0 | $8.00K | $0.00 | -362.3% | Apr 21, 2014 |
| CSQCalamos Strategic Total Return Fund | – | Closed | – | – | 1 | 1 | 0 | $8.00K | $0.00 | -227.2% | Apr 23, 2014 |
| ETGEaton Vance Tax-Advantaged Global Dividend Income Fund | – | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Dec 2, 2014 |
| FSFRFifth Street Senior Floating Rate Corp. | – | Closed | – | – | 1 | 1 | 0 | $8.00K | $0.00 | – | Apr 21, 2014 |
| NEENextera Energy Inc | Utilities | Closed | – | – | 1 | 1 | 0 | $8.00K | $0.00 | -18.6% | Jan 10, 2014 |
| NUENucor Corp | Basic Materials | Closed | – | – | 1 | 1 | 0 | $8.00K | $0.00 | +115.9% | Jan 10, 2014 |
| RIGTransocean Ltd. | Energy | Closed | – | – | 1 | 1 | 0 | $8.00K | $0.00 | -398.6% | Apr 11, 2014 |
| UNPUnion Pacific Corp | Industrials | Closed | – | – | 1 | 1 | 0 | $8.00K | $0.00 | -81.3% | Apr 23, 2014 |
| EDREducation Realty Trust, Inc. | Real Estate | Closed | – | – | 1 | 0 | 0 | $0.00 | $0.00 | – | Nov 28, 2014 |
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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| ETGEaton Vance Tax-advantaged Global Dividend Income Fund Common Shares Of Beneficial Interest | Self | Sell | $1K–$15K | Dec 2, 2014 | Dec 18, 2014 | 16d | +32.4% | -230.8% | |
| EDREducation Realty Trust, Inc. | Self | Exchange | $1K–$15K | Nov 28, 2014 | Dec 18, 2014 | 20d | – | – | |
| HTDJohn Hancock Tax Advantaged Dividend Income Fund Common Shares Of Beneficial Interest | Self | Buy | $1K–$15K | Dec 2, 2014 | Dec 18, 2014 | 16d | +6.2% | -257.0% | |
| UBSUBS AG Ordinary Shares | Joint | Exchange | $15K–$50K | Nov 26, 2014 | Dec 18, 2014 | 22d | +109.0% | -153.2% | |
| EMREmerson Electric Company | Self | Buy | $1K–$15K | Nov 10, 2014 | Nov 21, 2014 | 11d | +154.9% | -113.8% | |
| PFXMedley Capital Corporation (MCC) | Self | Buy | $1K–$15K | Nov 10, 2014 | Nov 21, 2014 | 11d | -81.4% | -350.2% | |
| SLBSchlumberger N.V. | Self | Buy | $1K–$15K | Nov 10, 2014 | Nov 21, 2014 | 11d | -46.7% | -315.5% | |
| WPCW.P. Carey Inc. REIT | Self | Buy | $1K–$15K | Nov 18, 2014 | Nov 21, 2014 | 3d | -0.6% | -266.5% | |
| Oakland County Michigan WTR Supply SYS-FarMiNgTON HilsOther | Self | Buy | $1K–$15K | Oct 7, 2014 | Oct 22, 2014 | 15d | – | – | |
| Kalamazoo MICH Public SchoolsOther | Self | Buy | $15K–$50K | Aug 27, 2014 | Sep 18, 2014 | 22d | – | – | |
| Ford Motor Credit Co LLCOther | Self | Buy | $15K–$50K | Jun 30, 2014 | Jul 9, 2014 | 9d | – | – | |
| TEVA PHARMA FIN IV LLCOther | Self | Buy | $1K–$15K | Jun 25, 2014 | Jul 9, 2014 | 14d | – | – | |
| GMGeneral Motors Company | Self | Buy | $1K–$15K | Jun 3, 2014 | Jun 11, 2014 | 8d | +155.0% | -135.1% | |
| CSQCalamos Strategic Total Return Fund | Self | Buy | $1K–$15K | Apr 23, 2014 | May 23, 2014 | 30d | +74.1% | -227.2% | |
| CLIFF NAT RESOURCES INCOther | Self | Buy | $1K–$15K | May 16, 2014 | May 23, 2014 | 7d | – | – |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Gary C. Peters (D-MI-14), a current Democratic member of the House, has disclosed 34 trades since 2013: 30 purchases worth about $338.02K and 2 sales worth about $16.00K, in 16 stocks. Most traded: PFX, BXMT, CSQ. As a portfolio, their stock holdings and trades returned +160.6% from Jan 2014, against +314.0% for the S&P 500. Trades took a median 18 days to be disclosed; 0 came late.
Rebuilt from their latest annual report and the trades they disclosed since, Gary C. Peters still holds 6 stocks; the largest are GM (about $20.41K), EMR (about $20.40K), HTD (about $8.50K), WPC (about $7.95K), SLB (about $4.26K). Options, funds and private holdings are not in this estimate.
As a portfolio, their stock holdings and trades returned +160.6% from January 2014 to November 2026, against +314.0% for the S&P 500, with a largest fall of -30.7%. 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 18 days to be disclosed. 0 of 34 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.