George Miller (D-CA-11), a former Democratic member of the House, has disclosed 13 trades since 2013: 11 purchases worth about $88.01K and 2 sales worth about $16.00K, in 7 stocks. Most traded: KMI, ROIC, UAL. As a portfolio, their stock holdings and trades returned +70.0% from Mar 2013, against +33.1% for the S&P 500. Trades took a median 140 days to be disclosed; 8 came late.
George Miller’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since March 2013: +70.0%, against +33.1% for SPY; the largest fall on the way was -22.3%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| George Miller | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| George Miller | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| George Miller | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| George Miller | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| George Miller | Mar 2013 | +70.0% | +33.1% | +36.9% | +34.6% | -22.3% | 1.09 | 1.41 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| KMIKinder Morgan, Inc. | Energy | Closed | – | – | 2 | 1 | 1 | $8.00K | $8.00K | -394.4% | Jul 15, 2013 |
| ROICRetail Opportunity Investmen Reit | – | Closed | – | – | 2 | 2 | 0 | $16.00K | $0.00 | – | Jun 25, 2013 |
| UALUnited Airlines Holdings, Inc. | Industrials | Closed | – | – | 2 | 2 | 0 | $16.00K | $0.00 | -119.4% | Sep 27, 2013 |
| DMRCDigimarc Corp | Technology | Closed | – | – | 1 | 1 | 0 | $8.00K | $0.00 | -392.2% | Jan 24, 2014 |
| SGMOQSangamo Therapeutics, Inc | Healthcare | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Sep 24, 2013 |
| VODVodafone Group Public Ltd Co | Communication Services | Closed | – | – | 1 | 1 | 0 | $8.00K | $0.00 | -370.2% | Apr 11, 2014 |
| VZVerizon Communications Inc | Communication Services | Closed | – | – | 1 | 1 | 0 | $8.00K | $0.00 | -312.3% | Apr 15, 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; 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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| VZVerizon Communications Inc. | Self | Buy | $1K–$15K | Apr 15, 2014 | May 1, 2014 | 16d | -3.9% | -312.3% | |
| VODVodafone Group Plc - American Depositary Shares Each representing Ten Ordinary Shares | Self | Buy | $1K–$15K | Apr 11, 2014 | May 1, 2014 | 20d | -55.8% | -370.2% | |
| UALunited airlines | Joint | Buy | $1K–$15K | Mar 20, 2013 | Feb 14, 2014 | 331d late | +236.1% | -147.0% | |
| monitise plcOther | Joint | Buy | $1K–$15K | Dec 23, 2013 | Feb 14, 2014 | 53d late | – | – | |
| ROICretail opportunity investments | Joint | Buy | $1K–$15K | May 3, 2013 | Feb 14, 2014 | 287d late | – | – | |
| KMIkinder morgan inc | Joint | Buy | $1K–$15K | Mar 11, 2013 | Feb 14, 2014 | 340d late | -12.3% | -394.4% | |
| SGMOQsangamo biosciences inc | Joint | Sell | $1K–$15K | Sep 24, 2013 | Feb 14, 2014 | 143d late | -98.8% | -442.5% | |
| UALunited airlines | Joint | Buy | $1K–$15K | Sep 27, 2013 | Feb 14, 2014 | 140d late | +253.4% | -91.9% | |
| monitise plcOther | Joint | Buy | $1K–$15K | Jan 7, 2014 | Feb 14, 2014 | 38d | – | – | |
| DMRCdigimarc corp | Joint | Buy | $1K–$15K | Jan 24, 2014 | Feb 14, 2014 | 21d | -71.8% | -392.2% | |
| hippcricketOther | Joint | Buy | $1K–$15K | Feb 4, 2014 | Feb 14, 2014 | 10d | – | – | |
| ROICretail opportunity investments | Joint | Buy | $1K–$15K | Jun 25, 2013 | Feb 14, 2014 | 234d late | – | – | |
| KMIkinder morgan | Joint | Sell | $1K–$15K | Jul 15, 2013 | Feb 14, 2014 | 214d late | -18.8% | -366.1% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
George Miller (D-CA-11), a former Democratic member of the House, has disclosed 13 trades since 2013: 11 purchases worth about $88.01K and 2 sales worth about $16.00K, in 7 stocks. Most traded: KMI, ROIC, UAL. As a portfolio, their stock holdings and trades returned +70.0% from Mar 2013, against +33.1% for the S&P 500. Trades took a median 140 days to be disclosed; 8 came late.
As a portfolio, their stock holdings and trades returned +70.0% from March 2013 to November 2026, against +33.1% for the S&P 500, with a largest fall of -22.3%. 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 140 days to be disclosed. 8 of 13 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.