John K. Delaney (D-MD-6), a former Democratic member of the House, has disclosed 1,043 trades since 2013: 553 purchases worth about $24.37M and 479 sales worth about $52.46M, in 75 stocks. Most traded: SIG, WSM, IDXX. As a portfolio, their stock holdings and trades returned +52.5% from Dec 2013, against +37.1% for the S&P 500. Trades took a median 21 days to be disclosed; 107 came late.
John K. Delaney’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since December 2013: +52.5%, against +37.1% for SPY; the largest fall on the way was -21.7%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| John K. Delaney | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| John K. Delaney | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| John K. Delaney | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| John K. Delaney | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| John K. Delaney | Dec 2013 | +52.5% | +37.1% | +15.4% | +8.7% | -21.7% | 0.61 | 1.00 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PACWPACWEST BANCORP | Financial Services | Closed | – | – | 5 | 0 | 5 | $0.00 | $15.00M | – | Sep 20, 2018 |
| IDXXIdexx Laboratories Inc /De | Healthcare | Closed | – | – | 31 | 9 | 22 | $512.50K | $274.01K | +624.0% | May 16, 2018 |
| SIGSignet Jewelers Ltd | Consumer Discretionary | Closed | – | – | 37 | 22 | 15 | $323.01K | $309.51K | -245.5% | Mar 16, 2018 |
| AMEAmetek Inc/ | Industrials | Closed | – | – | 19 | 9 | 10 | $361.50K | $227.01K | +112.9% | Nov 20, 2017 |
| WSMWilliams Sonoma Inc | Consumer Discretionary | Closed | – | – | 34 | 17 | 17 | $327.51K | $258.51K | +490.6% | Nov 12, 2018 |
| MLMMartin Marietta Materials Inc | Basic Materials | Closed | – | – | 19 | 19 | 0 | $544.51K | $0.00 | +2.3% | Oct 22, 2018 |
| XRAYDENTSPLY SIRONA Inc. | Healthcare | Closed | – | – | 25 | 5 | 19 | $89.00K | $415.01K | -342.7% | May 14, 2018 |
| SSNCSS&C Technologies Holdings Inc | Technology | Closed | – | – | 29 | 13 | 16 | $177.51K | $250.51K | -66.4% | Oct 22, 2018 |
| SHWSherwin Williams Co | Basic Materials | Closed | – | – | 19 | 2 | 17 | $183.00K | $234.01K | +19.6% | Jul 10, 2017 |
| EXPDExpeditors International Of Washington Inc | Industrials | Closed | – | – | 21 | 14 | 7 | $332.51K | $80.50K | +46.2% | Oct 19, 2018 |
| MTDMettler Toledo International Inc/ | Industrials | Closed | – | – | 16 | 7 | 9 | $129.50K | $263.50K | +149.1% | Dec 14, 2017 |
| FMCFmc Corp | Basic Materials | Closed | – | – | 17 | 11 | 6 | $304.01K | $72.50K | -363.9% | Dec 14, 2015 |
| KEXKirby Corp | Industrials | Closed | – | – | 22 | 6 | 16 | $48.00K | $319.51K | -205.9% | Dec 2, 2016 |
| MHKMohawk Industries Inc | Industrials | Closed | – | – | 18 | 5 | 13 | $89.00K | $275.51K | -260.5% | Oct 16, 2018 |
| RVTYRevvity, Inc. | Healthcare | Closed | – | – | 19 | 16 | 3 | $299.51K | $48.50K | -69.6% | Nov 13, 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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| BFAMBright Horizons Family Solutions, Inc. - stock | Self | Sell | $15K–$50K | Dec 3, 2018 | Jan 2, 2019 | 30d | -56.1% | -225.4% | |
| JJacobs Engineering Group, Inc. - stock | Self | Buy | $1K–$15K | Dec 11, 2018 | Jan 2, 2019 | 22d | +223.5% | +38.7% | |
| SERVServicemaster Global Holdings, Inc. - stock | Self | Buy | $15K–$50K | Dec 12, 2018 | Jan 2, 2019 | 21d | – | – | |
| RVTYPerkinelmer Inc. - stock | Self | Buy | $15K–$50K | Nov 13, 2018 | Jan 2, 2019 | 50d late | +86.7% | -89.7% | |
| BP Capital Markets PLC - bond exchanged for BP Capital Markets America Inc. - bondOther | Self | Exchange | $15K–$50K | Dec 14, 2018 | Jan 2, 2019 | 19d | – | – | |
| JJacobs Engineering Group, Inc. - stock | Self | Buy | $15K–$50K | Dec 3, 2018 | Jan 2, 2019 | 30d | +193.6% | +24.3% | |
| PAYXPaychex Inc. - stock | Self | Sell | $1K–$15K | Dec 3, 2018 | Jan 2, 2019 | 30d | +62.6% | -106.7% | |
| HEIHeico Corporation - stock | Self | Sell | $1K–$15K | Dec 3, 2018 | Jan 2, 2019 | 30d | +294.2% | +124.9% | |
| JJacobs Engineering Group, Inc. - stock | Self | Buy | $1K–$15K | Nov 4, 2018 | Jan 2, 2019 | 59d late | +157.8% | -18.8% | |
| CSGPCoStar Group Inc. - stock | Self | Buy | $1K–$15K | Nov 4, 2018 | Jan 2, 2019 | 59d late | -12.3% | -188.9% | |
| RVTYPerkinelmer Inc. - stock | Self | Sell | $1K–$15K | Nov 4, 2018 | Jan 2, 2019 | 59d late | +81.4% | -95.2% | |
| CDWCDW Corporation - stock | Self | Buy | $15K–$50K | Dec 11, 2018 | Jan 2, 2019 | 22d | +65.9% | -118.9% | |
| CSGPCoStar Group Inc. - stock | Self | Buy | $1K–$15K | Dec 11, 2018 | Jan 2, 2019 | 22d | -12.1% | -196.9% | |
| RVTYPerkinelmer Inc. - stock | Self | Buy | $15K–$50K | Nov 1, 2018 | Nov 27, 2018 | 26d | +85.5% | -89.5% | |
| TFXTeleflex Inc. - stock | Self | Sell | $15K–$50K | Nov 1, 2018 | Nov 27, 2018 | 26d | -46.6% | -221.6% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
John K. Delaney (D-MD-6), a former Democratic member of the House, has disclosed 1,043 trades since 2013: 553 purchases worth about $24.37M and 479 sales worth about $52.46M, in 75 stocks. Most traded: SIG, WSM, IDXX. As a portfolio, their stock holdings and trades returned +52.5% from Dec 2013, against +37.1% for the S&P 500. Trades took a median 21 days to be disclosed; 107 came late.
As a portfolio, their stock holdings and trades returned +52.5% from December 2013 to November 2026, against +37.1% for the S&P 500, with a largest fall of -21.7%. 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 21 days to be disclosed. 107 of 1,043 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.