Jim Cooper (D-TN-5), a former Democratic member of the House, has disclosed 9 trades since 2014: 2 purchases worth about $65.00K and 7 sales worth about $154.00K, in 3 stocks. Most traded: SEM, HWC, IBM. As a portfolio, their stock holdings and trades returned +84.0% from Jun 2014, against +95.5% for the S&P 500. Trades took a median 28 days to be disclosed; 3 came late.
Jim Cooper’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: +84.0%, against +95.5% for SPY; the largest fall on the way was -32.6%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Jim Cooper | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Jim Cooper | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Jim Cooper | Nov 2021 | -12.7% | -18.4% | +5.7% | -11.0% | -26.8% | -0.36 | 0.96 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Jim Cooper | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Jim Cooper | Jun 2014 | +84.0% | +95.5% | -11.5% | +7.4% | -32.6% | 0.47 | 0.94 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SEMSELECT MEDICAL HOLDINGS CORP | Healthcare | Closed | – | – | 2 | 0 | 2 | $0.00 | $40.50K | – | Mar 24, 2015 |
| HWCHancock Whitney Corp | Financial Services | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Dec 7, 2016 |
| IBMInternational Business Machines Corp | Technology | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Jul 27, 2015 |
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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| HWCHancock Holding Company (HBHC) | Self | Sell | $15K–$50K | Dec 7, 2016 | Jan 4, 2017 | 28d | +66.6% | -168.3% | |
| Lot On East Holland St.Other | Self | Sell | $15K–$50K | Dec 21, 2016 | Jan 4, 2017 | 14d | – | – | |
| Park Center Partnership IOther | Self | Buy | $15K–$50K | Dec 13, 2016 | Jan 4, 2017 | 22d | – | – | |
| Park Center Partnership IIOther | Self | Buy | $15K–$50K | Dec 13, 2016 | Jan 4, 2017 | 22d | – | – | |
| HGH Equity, LLCOther | Self | Sell | $1K–$15K | Sep 30, 2016 | Sep 30, 2016 | 0d | – | – | |
| IBMInternational Business Machines Corporation | Self | Sell | $15K–$50K | Jul 27, 2015 | Jul 22, 2016 | 361d late | +66.1% | -197.6% | |
| CLP Healthcare Service Inc. (HOSpice Compassus, Inc.)Other | Self | Sell | $1K–$15K | Dec 22, 2014 | Sep 17, 2015 | 269d late | – | – | |
| SEMSelect Medical Holdings Corporation | Self | Sell | $1K–$15K | Aug 6, 2014 | Sep 17, 2015 | 407d late | – | – | |
| SEMSelect Medical Holding | Self | Sell | $15K–$50K | Mar 24, 2015 | May 8, 2015 | 45d | – | – |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Jim Cooper (D-TN-5), a former Democratic member of the House, has disclosed 9 trades since 2014: 2 purchases worth about $65.00K and 7 sales worth about $154.00K, in 3 stocks. Most traded: SEM, HWC, IBM. As a portfolio, their stock holdings and trades returned +84.0% from Jun 2014, against +95.5% for the S&P 500. Trades took a median 28 days to be disclosed; 3 came late.
As a portfolio, their stock holdings and trades returned +84.0% from June 2014 to November 2026, against +95.5% for the S&P 500, with a largest fall of -32.6%. 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 28 days to be disclosed. 3 of 9 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.