Jackie Speier (D-CA-14), a former Democratic member of the House, has disclosed 11 trades since 2014: 7 purchases worth about $264.00K and 4 sales worth about $32.00K, in 9 stocks. Most traded: AAPL, AMZN, B. As a portfolio, their stock holdings and trades returned +108.4% from Aug 2014, against +94.5% for the S&P 500. Trades took a median 3 days to be disclosed; 1 came late.
Jackie Speier’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since August 2014: +108.4%, against +94.5% for SPY; the largest fall on the way was -37.3%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Jackie Speier | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Jackie Speier | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Jackie Speier | Nov 2021 | -33.9% | -18.4% | -15.5% | -29.9% | -36.8% | -1.05 | 1.22 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Jackie Speier | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Jackie Speier | Aug 2014 | +108.4% | +94.5% | +13.9% | +9.1% | -37.3% | 0.46 | 1.22 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SCHPSchwab U.S. TIPS ETF | – | Closed | – | – | 1 | 1 | 0 | $175.00K | $0.00 | -177.8% | Mar 13, 2018 |
| METAMeta Platforms, Inc. | Technology | Closed | – | – | 1 | 1 | 0 | $32.50K | $0.00 | +86.0% | Jul 30, 2018 |
| AAPLApple Inc. | Technology | Closed | – | – | 1 | 1 | 0 | $8.00K | $0.00 | +641.2% | Jun 16, 2017 |
| AMZNAmazon Com Inc | Consumer Discretionary | Closed | – | – | 1 | 1 | 0 | $8.00K | $0.00 | +187.3% | Jun 16, 2017 |
| BBarrick Mining Corp | Basic Materials | Closed | – | – | 1 | 1 | 0 | $8.00K | $0.00 | +16.6% | Oct 22, 2018 |
| CSCOCisco Systems, Inc. | Technology | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Jul 30, 2018 |
| FFord Motor Co | Consumer Discretionary | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Jul 30, 2018 |
| GEGeneral Electric Co | Industrials | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Jul 30, 2018 |
| XYLXylem Inc. | Industrials | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Jul 30, 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; 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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| BBarrick Gold Corporation (ABX) | Self | Buy | $1K–$15K | Oct 22, 2018 | Nov 1, 2018 | 10d | +190.1% | +16.6% | |
| CSCOCisco Systems, Inc. | Self | Sell | $1K–$15K | Jul 30, 2018 | Aug 2, 2018 | 3d | +141.0% | -27.7% | |
| FFord Motor Company | Self | Sell | $1K–$15K | Jul 30, 2018 | Aug 2, 2018 | 3d | +25.1% | -143.5% | |
| GEGeneral Electric Company | Self | Sell | $1K–$15K | Jul 30, 2018 | Aug 2, 2018 | 3d | +400.7% | +232.0% | |
| XYLXylem Inc. Common Stock New | Self | Sell | $1K–$15K | Jul 30, 2018 | Aug 2, 2018 | 3d | +39.0% | -129.7% | |
| METAFacebook, Inc. - Class A (FB) | Self | Buy | $15K–$50K | Jul 30, 2018 | Aug 1, 2018 | 2d | +254.7% | +86.0% | |
| SCHPSchwab U.S. TIPs ETFETF | Spouse | Buy | $100K–$250K | Mar 13, 2018 | Mar 13, 2018 | 0d | -6.0% | -177.8% | |
| AMZNAmazon.com, Inc. | Self | Buy | $1K–$15K | Jun 16, 2017 | Jun 21, 2017 | 5d | +397.3% | +187.3% | |
| AAPLApple Inc. | Self | Buy | $1K–$15K | Jun 16, 2017 | Jun 21, 2017 | 5d | +851.1% | +641.2% | |
| Schibsted - Class BOther | Spouse | Buy | $15K–$50K | May 12, 2014 | Aug 31, 2015 | 476d late | – | – | |
| Philz Coffee, Inc.Other | Self | Buy | – | Feb 26, 2015 | Mar 26, 2015 | 28d | – | – |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Jackie Speier (D-CA-14), a former Democratic member of the House, has disclosed 11 trades since 2014: 7 purchases worth about $264.00K and 4 sales worth about $32.00K, in 9 stocks. Most traded: AAPL, AMZN, B. As a portfolio, their stock holdings and trades returned +108.4% from Aug 2014, against +94.5% for the S&P 500. Trades took a median 3 days to be disclosed; 1 came late.
As a portfolio, their stock holdings and trades returned +108.4% from August 2014 to November 2026, against +94.5% for the S&P 500, with a largest fall of -37.3%. 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 3 days to be disclosed. 1 of 11 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.