Gary J. Palmer (R-AL-6), a current Republican member of the House, has disclosed 260 trades since 2015: 191 purchases worth about $1.53M and 69 sales worth about $552.03K, in 106 stocks. Most traded: AAPL, MPC, AMGN. As a portfolio, their stock holdings and trades returned +25.3% from May 2016, against +266.5% for the S&P 500. Trades took a median 79 days to be disclosed; 206 came late.
Gary J. Palmer’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since May 2016: +25.3%, against +266.5% for SPY; the largest fall on the way was -49.6%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Gary J. Palmer | Nov 2025 | +15.9% | +10.1% | +5.8% | – | -14.6% | 0.88 | 0.45 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Gary J. Palmer | Nov 2023 | +73.8% | +72.6% | +1.2% | +20.3% | -19.3% | 0.97 | 0.44 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Gary J. Palmer | Nov 2021 | +40.7% | +61.1% | -20.4% | +7.1% | -38.4% | 0.40 | 0.49 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Gary J. Palmer | Jan 2026 | +8.6% | +10.1% | -1.5% | – | -14.6% | 0.61 | 0.47 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Gary J. Palmer | May 2016 | +25.3% | +266.5% | -241.3% | +2.2% | -49.6% | 0.21 | 0.71 |
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 | – | – | 7 | 3 | 4 | $24.00K | $32.00K | +479.2% | Oct 5, 2018 |
| MPCMarathon Petroleum Corp | Energy | Closed | – | – | 7 | 4 | 3 | $32.00K | $24.00K | +389.8% | Oct 5, 2018 |
| AMGNAmgen Inc | Healthcare | Closed | – | – | 6 | 3 | 3 | $24.00K | $24.00K | -31.4% | Oct 5, 2018 |
| CELGCELGENE CORP | Healthcare | Closed | – | – | 6 | 4 | 2 | $32.00K | $16.00K | – | Oct 5, 2018 |
| COFCapital One Financial Corp | Financial Services | Closed | – | – | 6 | 4 | 2 | $32.00K | $16.00K | -52.7% | Oct 5, 2018 |
| CSCOCisco Systems, Inc. | Technology | Closed | – | – | 6 | 3 | 3 | $24.00K | $24.00K | -27.0% | Oct 5, 2018 |
| ESRXExpress Scripts Holding Co. | – | Closed | – | – | 6 | 3 | 3 | $24.00K | $24.00K | – | Oct 5, 2018 |
| MSFTMicrosoft Corp | Technology | Closed | – | – | 6 | 3 | 3 | $24.00K | $24.00K | +291.4% | Aug 6, 2018 |
| SYYSysco Corp | Consumer Staples | Closed | – | – | 6 | 3 | 3 | $24.00K | $24.00K | -153.5% | Oct 5, 2018 |
| VVisa Inc. | Financial Services | Closed | – | – | 6 | 3 | 3 | $24.00K | $24.00K | +59.3% | Aug 6, 2018 |
| BABoeing Co | Industrials | Closed | – | – | 5 | 3 | 2 | $24.00K | $16.00K | -217.8% | Oct 5, 2018 |
| GOOGLAlphabet Inc. | Technology | Closed | – | – | 5 | 2 | 3 | $16.00K | $24.00K | +190.9% | Aug 6, 2018 |
| MAMastercard Inc | Financial Services | Closed | – | – | 5 | 3 | 2 | $24.00K | $16.00K | +126.0% | Oct 5, 2018 |
| TJXTjx Companies Inc /De/ | Consumer Discretionary | Closed | – | – | 5 | 5 | 0 | $40.00K | $0.00 | +6.7% | Sep 10, 2018 |
| VMWVMWARE, INC. | Technology | Closed | – | – | 5 | 3 | 2 | $24.00K | $16.00K | – | Oct 5, 2018 |
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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| AMGNAmgen Inc. | Joint | Sell | $1K–$15K | Oct 5, 2018 | Nov 7, 2018 | 33d | +128.1% | -33.2% | |
| BIIBBiogen Inc. | Spouse | Sell | $1K–$15K | Oct 5, 2018 | Nov 7, 2018 | 33d | -27.2% | -188.5% | |
| BABoeing Company | Spouse | Sell | $1K–$15K | Oct 5, 2018 | Nov 7, 2018 | 33d | -54.6% | -215.9% | |
| BABoeing Company | Joint | Sell | $1K–$15K | Oct 5, 2018 | Nov 7, 2018 | 33d | -54.6% | -215.9% | |
| COFCapital One Financial Corporation | Spouse | Sell | $1K–$15K | Oct 5, 2018 | Nov 7, 2018 | 33d | +119.4% | -41.9% | |
| CELGCelgene Corporation | Joint | Sell | $1K–$15K | Oct 5, 2018 | Nov 7, 2018 | 33d | – | – | |
| CELGCelgene Corporation | Self | Sell | $1K–$15K | Oct 5, 2018 | Nov 7, 2018 | 33d | – | – | |
| LUMNCenturyLink, Inc. (CTL) | Spouse | Sell | $1K–$15K | Oct 5, 2018 | Nov 7, 2018 | 33d | -77.9% | -239.2% | |
| CSCOCisco Systems, Inc. | Self | Sell | $1K–$15K | Oct 5, 2018 | Nov 7, 2018 | 33d | +111.1% | -50.2% | |
| CSCOCisco Systems, Inc. | Joint | Sell | $1K–$15K | Oct 5, 2018 | Nov 7, 2018 | 33d | +111.1% | -50.2% | |
| CSCOCisco Systems, Inc. | Spouse | Sell | $1K–$15K | Oct 5, 2018 | Nov 7, 2018 | 33d | +111.1% | -50.2% | |
| AMGNAmgen Inc. | Spouse | Sell | $1K–$15K | Oct 5, 2018 | Nov 7, 2018 | 33d | +128.1% | -33.2% | |
| CMCSAComcast Corporation - Class A | Joint | Sell | $1K–$15K | Oct 5, 2018 | Nov 7, 2018 | 33d | -26.3% | -187.6% | |
| COSTCostco Wholesale Corporation | Spouse | Sell | $1K–$15K | Oct 5, 2018 | Nov 7, 2018 | 33d | +375.5% | +214.2% | |
| ESRXExpress Scripts Holding Company | Joint | Sell | $1K–$15K | Oct 5, 2018 | Nov 7, 2018 | 33d | – | – |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Gary J. Palmer (R-AL-6), a current Republican member of the House, has disclosed 260 trades since 2015: 191 purchases worth about $1.53M and 69 sales worth about $552.03K, in 106 stocks. Most traded: AAPL, MPC, AMGN. As a portfolio, their stock holdings and trades returned +25.3% from May 2016, against +266.5% for the S&P 500. Trades took a median 79 days to be disclosed; 206 came late.
None of the stocks Gary J. Palmer disclosed is still held in their latest annual report and the trades on file since.
As a portfolio, their stock holdings and trades returned +25.3% from May 2016 to November 2026, against +266.5% for the S&P 500, with a largest fall of -49.6%. 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 79 days to be disclosed. 206 of 260 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.