Jake Auchincloss (D-MA-4), a current Democratic member of the House, has disclosed 10 trades since 2022: 0 purchases worth about $0.00 and 10 sales worth about $325.01K, in 1 stock. Most traded: STT. As a portfolio, their stock holdings and trades returned +64.6% from Apr 2022, against +71.0% for the S&P 500. Trades took a median 4 days to be disclosed; 0 came late.
Jake Auchincloss’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since April 2022: +64.6%, against +71.0% for SPY; the largest fall on the way was -24.0%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Jake Auchincloss | Nov 2025 | +20.5% | +10.1% | +10.4% | – | -14.8% | 1.00 | 0.99 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Jake Auchincloss | Nov 2023 | +74.3% | +72.6% | +1.7% | +20.4% | -14.8% | 1.20 | 0.76 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Jake Auchincloss | Apr 2022 | +64.6% | +71.0% | -6.4% | +11.5% | -24.0% | 0.72 | 0.78 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Jake Auchincloss | Jan 2026 | +22.2% | +10.1% | +12.1% | – | -14.8% | 1.21 | 1.00 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Jake Auchincloss | Apr 2022 | +64.6% | +71.0% | -6.4% | +11.5% | -24.0% | 0.72 | 0.78 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| STTState Street Corp | Financial Services | $478.67K | 100.0% | +22.3% | 9 | 0 | 9 | $0.00 | $292.50K | – | May 18, 2026 |
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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| STTState Street Corporation Common Stock | Spouse | Sell (Partial) | $15K–$50K | May 18, 2026 | May 22, 2026 | 4d | +10.2% | +8.3% | |
| STTState Street Corporation Common Stock | Spouse | Sell (Partial) | $15K–$50K | May 18, 2026 | May 22, 2026 | 4d | +10.2% | +8.3% | |
| STTState Street Corporation Common Stock | Self | Sell (Partial) | $15K–$50K | Feb 17, 2026 | Feb 19, 2026 | 2d | +32.3% | +22.2% | |
| STTState Street Corporation Common Stock | Spouse | Sell (Partial) | $15K–$50K | Nov 17, 2025 | Nov 18, 2025 | 1d | +50.1% | +37.1% | |
| STTState Street Corporation Common Stock | Spouse | Sell (Partial) | $15K–$50K | Aug 18, 2025 | Aug 27, 2025 | 9d | +52.3% | +35.4% | |
| STTState Street Corporation Common Stock | Spouse | Sell (Partial) | $15K–$50K | May 16, 2025 | May 22, 2025 | 6d | +72.3% | +45.7% | |
| STTState Street Corporation Common Stock | Spouse | Sell | $15K–$50K | Feb 18, 2025 | Feb 21, 2025 | 3d | +68.6% | +45.6% | |
| STTState Street Corporation Common Stock | Spouse | Sell | $15K–$50K | Nov 18, 2024 | Nov 21, 2024 | 3d | +76.2% | +48.3% | |
| STTState Street Corporation Common Stock | Spouse | Sell (Partial) | $15K–$50K | Aug 16, 2024 | Aug 21, 2024 | 5d | +108.6% | +72.9% | |
| Flipside Crypto, Inc.Other | Self | Sell | $15K–$50K | Mar 22, 2022 | Apr 10, 2022 | 19d | – | – |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Jake Auchincloss (D-MA-4), a current Democratic member of the House, has disclosed 10 trades since 2022: 0 purchases worth about $0.00 and 10 sales worth about $325.01K, in 1 stock. Most traded: STT. As a portfolio, their stock holdings and trades returned +64.6% from Apr 2022, against +71.0% for the S&P 500. Trades took a median 4 days to be disclosed; 0 came late.
Rebuilt from their latest annual report and the trades they disclosed since, Jake Auchincloss still holds 1 stock; the largest are STT (about $478.67K). Options, funds and private holdings are not in this estimate.
As a portfolio, their stock holdings and trades returned +64.6% from April 2022 to November 2026, against +71.0% for the S&P 500, with a largest fall of -24.0%. 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 4 days to be disclosed. 0 of 10 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.