Jim Banks (R-IN-3), a current Republican member of the House, has disclosed 52 trades since 2017: 30 purchases worth about $313.52K and 22 sales worth about $225.01K, in 8 stocks. Most traded: RBLX, KR, PASO. As a portfolio, their stock holdings and trades returned -14.2% from Jun 2017, against +211.7% for the S&P 500. Trades took a median 28 days to be disclosed; 4 came late.
Jim Banks’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since June 2017: -14.2%, against +211.7% for SPY; the largest fall on the way was -93.3%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Jim Banks | Nov 2025 | -28.2% | +10.1% | -38.3% | – | -51.4% | -0.27 | 1.46 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Jim Banks | Nov 2023 | +6.6% | +72.6% | -66.0% | +2.2% | -64.1% | 0.40 | 1.78 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Jim Banks | Nov 2021 | -82.8% | +61.1% | -143.9% | -29.7% | -93.3% | -0.04 | 2.01 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Jim Banks | Jan 2026 | -14.4% | +10.1% | -24.5% | – | -46.6% | -0.01 | 1.43 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Jim Banks | Jun 2017 | -14.2% | +211.7% | -225.9% | -1.6% | -93.3% | 0.28 | 1.43 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PTONPeloton Interactive, Inc. | Consumer Discretionary | $28.08K | 98.1% | +75.5% | 4 | 4 | 0 | $56.50K | $0.00 | -140.3% | Jun 9, 2023 |
| RBLXRoblox Corp | Technology | $553.97 | 1.9% | +10.7% | 13 | 7 | 6 | $80.50K | $97.00K | -120.2% | Nov 19, 2021 |
| KRKroger Co | Consumer Staples | Closed | – | – | 11 | 6 | 5 | $48.00K | $40.00K | -7.3% | Sep 2, 2021 |
| PASOPatient Access Solutions, Inc. | Healthcare | Closed | – | – | 8 | 5 | 3 | $40.00K | $24.00K | – | Nov 24, 2020 |
| SBUXStarbucks Corp | Consumer Discretionary | Closed | – | – | 8 | 3 | 5 | $24.00K | $40.00K | -118.6% | Sep 2, 2021 |
| FFord Motor Co | Consumer Discretionary | Closed | – | – | 6 | 3 | 3 | $24.00K | $24.00K | -43.4% | Sep 28, 2021 |
| AMZNAmazon Com Inc | Consumer Discretionary | Closed | – | – | 1 | 1 | 0 | $32.50K | $0.00 | +185.1% | Jun 26, 2017 |
| YUMYum Brands Inc | Consumer Discretionary | Closed | – | – | 1 | 1 | 0 | $8.00K | $0.00 | -26.9% | Aug 8, 2024 |
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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| YUMYum! Brands, Inc. | Joint | Buy | $1K–$15K | Aug 8, 2024 | Aug 12, 2024 | 4d | +14.9% | -26.9% | |
| PTONPeloton Interactive, Inc. | Self | Buy | $1K–$15K | Jun 9, 2023 | Jun 21, 2023 | 12d | -36.2% | -111.2% | |
| PTONPeloton Interactive, Inc. | Joint | Buy | $1K–$15K | Nov 12, 2021 | Dec 13, 2021 | 31d | -89.2% | -150.2% | |
| PTONPeloton Interactive, Inc. | Self | Buy | $15K–$50K | Nov 12, 2021 | Dec 13, 2021 | 31d | -89.2% | -150.2% | |
| PTONPeloton Interactive, Inc. | Self | Buy | $1K–$15K | Nov 15, 2021 | Dec 13, 2021 | 28d | -88.8% | -149.8% | |
| RBLXRoblox Corporation Class A | Joint | Sell | $1K–$15K | Nov 9, 2021 | Dec 13, 2021 | 34d | -60.8% | -121.8% | |
| RBLXRoblox Corporation Class A | Joint | Buy | $1K–$15K | Nov 19, 2021 | Dec 13, 2021 | 24d | -68.2% | -128.6% | |
| RBLXRoblox Corporation Class A | Self | Buy | $15K–$50K | Nov 2, 2021 | Dec 13, 2021 | 41d | -46.1% | -108.9% | |
| RBLXRoblox Corporation Class A | Self | Sell | $15K–$50K | Nov 9, 2021 | Dec 13, 2021 | 34d | -60.8% | -121.8% | |
| RBLXRoblox Corporation Class A | Self | Sell | $15K–$50K | Oct 26, 2021 | Nov 10, 2021 | 15d | -47.0% | -111.9% | |
| FFord Motor Company | Self | Sell | $1K–$15K | Sep 28, 2021 | Oct 17, 2021 | 19d | -11.9% | -85.4% | |
| KRKroger Company | Joint | Sell | $1K–$15K | Sep 2, 2021 | Oct 17, 2021 | 45d | +44.5% | -21.5% | |
| RBLXRoblox Corporation Class A | Joint | Sell | $1K–$15K | Sep 9, 2021 | Oct 17, 2021 | 38d | -50.3% | -117.9% | |
| RBLXRoblox Corporation Class A | Joint | Buy | $1K–$15K | Sep 13, 2021 | Oct 17, 2021 | 34d | -49.3% | -117.8% | |
| RBLXRoblox Corporation Class A | Self | Buy | $1K–$15K | Sep 30, 2021 | Oct 17, 2021 | 17d | -43.2% | -118.5% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Jim Banks (R-IN-3), a current Republican member of the House, has disclosed 52 trades since 2017: 30 purchases worth about $313.52K and 22 sales worth about $225.01K, in 8 stocks. Most traded: RBLX, KR, PASO. As a portfolio, their stock holdings and trades returned -14.2% from Jun 2017, against +211.7% for the S&P 500. Trades took a median 28 days to be disclosed; 4 came late.
Rebuilt from their latest annual report and the trades they disclosed since, Jim Banks still holds 2 stocks; the largest are PTON (about $28.08K), RBLX (about $553.97). Options, funds and private holdings are not in this estimate.
As a portfolio, their stock holdings and trades returned -14.2% from June 2017 to November 2026, against +211.7% for the S&P 500, with a largest fall of -93.3%. 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 28 days to be disclosed. 4 of 52 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.