James A. Himes (D-CT-4), a current Democratic member of the House, has disclosed 7 trades since 2016: 2 purchases worth about $150.00K and 5 sales worth about $223.00K, in 5 stocks. Most traded: BAC, CSCO, HD. As a portfolio, their stock holdings and trades returned +926.3% from Jun 2014, against +286.8% for the S&P 500. Trades took a median 10 days to be disclosed; 1 came late.
James A. Himes’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since June 2014: +926.3%, against +286.8% for SPY; the largest fall on the way was -37.6%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| James A. Himes | Nov 2025 | -1.9% | +10.1% | -12.0% | – | -31.8% | 0.10 | 1.01 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| James A. Himes | Nov 2023 | +42.2% | +72.6% | -30.4% | +12.5% | -34.9% | 0.58 | 0.98 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| James A. Himes | Nov 2021 | +50.7% | +61.1% | -10.4% | +8.6% | -37.6% | 0.43 | 1.13 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| James A. Himes | Jan 2026 | +7.2% | +10.1% | -2.9% | – | -27.0% | 0.41 | 1.06 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| James A. Himes | Jun 2014 | +926.3% | +286.8% | +639.5% | +20.6% | -37.6% | 0.85 | 1.16 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CSCOCisco Systems, Inc. | Technology | Closed | – | – | 1 | 0 | 1 | $0.00 | $75.00K | – | Nov 29, 2016 |
| INTCIntel Corp | Technology | Closed | – | – | 1 | 0 | 1 | $0.00 | $75.00K | – | Aug 22, 2017 |
| HDHome Depot, Inc. | Consumer Discretionary | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Jul 20, 2026 |
| XOMExxonMobil Holdings Corp | Energy | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Jul 20, 2026 |
| BACBank Of America Corp /De/ | Financial Services | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Jul 20, 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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| So Fine Foods LLCPrivate Interest | Joint | Buy | $50K–$100K | Sep 29, 2026 | Oct 20, 2026 | 21d | – | – | |
| BACBank of America Corporation Common Stock | Joint | Sell | $1K–$15K | Jul 20, 2026 | Jul 20, 2026 | 0d | -18.0% | -19.3% | |
| XOMExxonMobil Holdings Corporation Common Stock | Joint | Sell | $15K–$50K | Jul 20, 2026 | Jul 20, 2026 | 0d | +21.2% | +19.8% | |
| HDHome Depot, Inc. | Joint | Sell | $15K–$50K | Jul 20, 2026 | Jul 20, 2026 | 0d | +2.4% | +1.1% | |
| Fidelity 2022 Private Equity Multi StrategyFund | Joint | Buy | $50K–$100K | Feb 22, 2023 | Mar 5, 2023 | 11d | – | – | |
| INTCIntel Corporation | Joint | Sell | $50K–$100K | Aug 22, 2017 | Sep 1, 2017 | 10d | +73.1% | -133.4% | |
| CSCOCisco Systems, Inc. | Joint | Sell | $50K–$100K | Nov 29, 2016 | Jan 17, 2017 | 49d late | +240.6% | +0.2% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
James A. Himes (D-CT-4), a current Democratic member of the House, has disclosed 7 trades since 2016: 2 purchases worth about $150.00K and 5 sales worth about $223.00K, in 5 stocks. Most traded: BAC, CSCO, HD. As a portfolio, their stock holdings and trades returned +926.3% from Jun 2014, against +286.8% for the S&P 500. Trades took a median 10 days to be disclosed; 1 came late.
None of the stocks James A. Himes disclosed is still held in their latest annual report and the trades on file since.
As a portfolio, their stock holdings and trades returned +926.3% from June 2014 to November 2026, against +286.8% for the S&P 500, with a largest fall of -37.6%. 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 10 days to be disclosed. 1 of 7 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.