K. Michael Conaway (R-TX-11), a former Republican member of the House, has disclosed 1,433 trades since 2013: 667 purchases worth about $18.99M and 725 sales worth about $17.64M, in 341 stocks. Most traded: AAPL, VDC, VPU. As a portfolio, their stock holdings and trades returned +105.3% from Jul 2013, against +131.9% for the S&P 500. Trades took a median 26 days to be disclosed; 135 came late.
K. Michael Conaway’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since July 2013: +105.3%, against +131.9% for SPY; the largest fall on the way was -37.5%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| K. Michael Conaway | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| K. Michael Conaway | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| K. Michael Conaway | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| K. Michael Conaway | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| K. Michael Conaway | Jul 2013 | +105.3% | +131.9% | -26.6% | +10.1% | -37.5% | 0.62 | 1.01 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SDYState Street® SPDR® S&P® Dividend ETF | – | Closed | – | – | 14 | 9 | 3 | $353.00K | $282.50K | -82.5% | Aug 10, 2020 |
| VIGVanguard Dividend Appreciation ETF | – | Closed | – | – | 14 | 9 | 3 | $420.00K | $182.50K | -38.6% | Dec 10, 2020 |
| VDCVanguard Consumer Staples ETF | – | Closed | – | – | 16 | 7 | 7 | $330.50K | $270.00K | -90.0% | Oct 16, 2020 |
| VPUVanguard Utilities ETF | – | Closed | – | – | 16 | 7 | 7 | $288.00K | $203.00K | -111.3% | Mar 18, 2020 |
| CWBState Street® SPDR® Bloomberg Convertible Securities ETF | – | Closed | – | – | 9 | 6 | 3 | $273.50K | $182.50K | -81.8% | Aug 10, 2020 |
| AAPLApple Inc. | Technology | Closed | – | – | 21 | 10 | 11 | $294.01K | $137.01K | +347.3% | Oct 16, 2020 |
| GSLCGoldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF | – | Closed | – | – | 12 | 7 | 3 | $203.00K | $140.00K | -12.1% | Dec 10, 2020 |
| AMZNAmazon Com Inc | Consumer Discretionary | Closed | – | – | 12 | 8 | 4 | $271.50K | $56.50K | +326.8% | Jul 1, 2020 |
| DGROiShares Core Dividend Growth ETF | – | Closed | – | – | 8 | 8 | 0 | $296.00K | $0.00 | -34.2% | Dec 17, 2020 |
| USMCPrincipal U.S. Mega-Cap ETF | – | Closed | – | – | 15 | 12 | 1 | $243.01K | $32.50K | +2.0% | Sep 21, 2020 |
| PNCPnc Financial Services Group, Inc. | Financial Services | Closed | – | – | 10 | 4 | 6 | $130.00K | $139.50K | -63.8% | Aug 10, 2020 |
| SPYSpdr S&P 500 Etf Trust | – | Closed | – | – | 12 | 8 | 2 | $186.50K | $65.00K | 0.0% | Sep 8, 2020 |
| JNJJohnson & Johnson | Healthcare | Closed | – | – | 13 | 6 | 7 | $188.50K | $56.00K | -64.9% | Oct 16, 2020 |
| FDLFirst Trust Morningstar Dividend Leaders Index Fund | – | Closed | – | – | 11 | 5 | 4 | $138.00K | $105.50K | -78.9% | Feb 26, 2020 |
| JPMJpmorgan Chase & Co | Financial Services | Closed | – | – | 14 | 6 | 8 | $97.00K | $113.00K | +119.7% | Sep 9, 2020 |
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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| FDNFirst Trust DJ Internet Index Fund | Self | Buy | $15K–$50K | Dec 10, 2020 | Mar 25, 2021 | 105d late | +25.6% | -79.5% | |
| GSLCGoldman Sachs Activebeta U.S. Large Cap Equity ETFETF | Self | Buy | $15K–$50K | Dec 10, 2020 | Mar 25, 2021 | 105d late | +94.3% | -10.8% | |
| VIGVanguard Div Appreciation ETFETF | Self | Buy | $50K–$100K | Dec 10, 2020 | Mar 25, 2021 | 105d late | +79.5% | -25.6% | |
| AMCAP FundOther | Self | Buy | $50K–$100K | Dec 17, 2020 | Jan 22, 2021 | 36d | – | – | |
| Investment Company of AmericaOther | Self | Buy | $50K–$100K | Dec 18, 2020 | Jan 22, 2021 | 35d | – | – | |
| DGROiShares Core Dividend Growth ETFETF | Self | Buy | $50K–$100K | Dec 17, 2020 | Jan 22, 2021 | 36d | +83.0% | -19.1% | |
| Washington Mutual Inv FDOther | Self | Buy | $50K–$100K | Dec 18, 2020 | Jan 22, 2021 | 35d | – | – | |
| American Balanced FundOther | Self | Buy | $50K–$100K | Dec 17, 2020 | Jan 22, 2021 | 36d | – | – | |
| American Mutual FundOther | Self | Buy | $50K–$100K | Dec 17, 2020 | Jan 22, 2021 | 36d | – | – | |
| American New Economy FundOther | Self | Buy | $50K–$100K | Dec 21, 2020 | Jan 22, 2021 | 32d | – | – | |
| American Small Cap World FundOther | Self | Buy | $15K–$50K | Dec 21, 2020 | Jan 22, 2021 | 32d | – | – | |
| Capital World Growth & Income FundOther | Self | Buy | $50K–$100K | Dec 17, 2020 | Jan 22, 2021 | 36d | – | – | |
| Fundamental Investors CL AOther | Self | Buy | $50K–$100K | Dec 16, 2020 | Jan 22, 2021 | 37d | – | – | |
| AALAmerican Airlines Group, Inc. | Self | Buy | $15K–$50K | Nov 30, 2020 | Dec 15, 2020 | 15d | -7.4% | -115.2% | |
| DRIDarden Restaurants, Inc. | Self | Buy | $15K–$50K | Nov 30, 2020 | Dec 15, 2020 | 15d | +106.4% | -1.4% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
K. Michael Conaway (R-TX-11), a former Republican member of the House, has disclosed 1,433 trades since 2013: 667 purchases worth about $18.99M and 725 sales worth about $17.64M, in 341 stocks. Most traded: AAPL, VDC, VPU. As a portfolio, their stock holdings and trades returned +105.3% from Jul 2013, against +131.9% for the S&P 500. Trades took a median 26 days to be disclosed; 135 came late.
As a portfolio, their stock holdings and trades returned +105.3% from July 2013 to November 2026, against +131.9% for the S&P 500, with a largest fall of -37.5%. 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 26 days to be disclosed. 135 of 1,433 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.