Marie Newman (D-IL-3), a former Democratic member of the House, has disclosed 300 trades since 2021: 143 purchases worth about $2.87M and 157 sales worth about $3.38M, in 61 stocks. Most traded: TSLA, COIN, CHWY. As a portfolio, their stock holdings and trades returned -42.8% from Jan 2021, against +0.5% for the S&P 500. Trades took a median 31 days to be disclosed; 70 came late.
Marie Newman’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since January 2021: -42.8%, against +0.5% for SPY; the largest fall on the way was -52.3%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Marie Newman | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Marie Newman | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Marie Newman | Nov 2021 | -50.5% | -18.4% | -32.0% | -45.3% | -52.1% | -1.49 | 1.40 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Marie Newman | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Marie Newman | Jan 2021 | -42.8% | +0.5% | -43.4% | -24.7% | -52.3% | -0.74 | 1.38 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TSLATesla, Inc. | Consumer Discretionary | Closed | – | – | 25 | 8 | 17 | $399.00K | $471.01K | -14.0% | Aug 2, 2021 |
| NFLXNetflix Inc | Technology | Closed | – | – | 17 | 5 | 12 | $308.00K | $531.01K | -73.3% | Aug 27, 2021 |
| FDXFedex Corp | Industrials | Closed | – | – | 14 | 5 | 9 | $162.50K | $310.50K | -44.7% | Apr 9, 2021 |
| COINCoinbase Global, Inc. | Technology | Closed | – | – | 19 | 9 | 10 | $243.50K | $220.51K | -116.9% | Nov 21, 2022 |
| ZMZoom Communications, Inc. | Technology | Closed | – | – | 12 | 4 | 8 | $81.00K | $204.50K | -153.6% | Jan 11, 2022 |
| WWayfair Inc. | Consumer Discretionary | Closed | – | – | 11 | 3 | 8 | $97.50K | $186.50K | -147.1% | Aug 20, 2021 |
| AAPLApple Inc. | Technology | Closed | – | – | 11 | 6 | 5 | $121.50K | $138.00K | +57.5% | Dec 31, 2021 |
| CHWYChewy, Inc. | Consumer Staples | Closed | – | – | 17 | 9 | 8 | $121.00K | $113.00K | -169.6% | Aug 13, 2021 |
| CRMSalesforce, Inc. | Technology | Closed | – | – | 5 | 2 | 3 | $65.00K | $97.50K | -82.2% | Nov 24, 2021 |
| MCDMcdonalds Corp | Consumer Discretionary | Closed | – | – | 5 | 2 | 3 | $65.00K | $97.50K | -72.4% | Feb 12, 2021 |
| UPSUnited Parcel Service Inc | Industrials | Closed | – | – | 5 | 2 | 3 | $65.00K | $97.50K | -123.9% | Mar 26, 2021 |
| MRNAModerna, Inc. | Healthcare | Closed | – | – | 8 | 3 | 5 | $24.00K | $89.00K | -28.2% | Jan 29, 2021 |
| MSFTMicrosoft Corp | Technology | Closed | – | – | 4 | 3 | 1 | $73.00K | $32.50K | +21.8% | Aug 6, 2021 |
| LMNDLemonade, Inc. | Financial Services | Closed | – | – | 7 | 4 | 3 | $81.00K | $24.00K | -151.4% | Jul 15, 2021 |
| DISWalt Disney Co | Communication Services | Closed | – | – | 3 | 2 | 1 | $65.00K | $32.50K | -111.8% | Nov 11, 2021 |
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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| COINCoinbase Global, Inc. - Class A | Joint | Sell | $1K–$15K | Nov 21, 2022 | Dec 23, 2022 | 32d | +234.3% | +143.7% | |
| ATVIActivision Blizzard, Inc | Spouse | Sell | $1K–$15K | Feb 8, 2022 | Mar 5, 2022 | 25d | – | – | |
| ATVIActivision Blizzard, Inc | Spouse | Sell | $1K–$15K | Feb 8, 2022 | Mar 5, 2022 | 25d | – | – | |
| COINCoinbase Global, Inc. - Class AOption | Spouse | Sell | $1K–$15K | Feb 8, 2022 | Mar 5, 2022 | 25d | – | – | |
| AAPLApple Inc. | Spouse | Sell | $15K–$50K | Dec 31, 2021 | Feb 8, 2022 | 39d | +90.5% | +32.2% | |
| COINCoinbase Global, Inc. - Class A | Joint | Buy | $1K–$15K | Jan 4, 2022 | Feb 8, 2022 | 35d | -44.9% | -102.4% | |
| GBTCGrayscale Bitcoin TR BTC: GBTC | Joint | Buy | $1K–$15K | Jan 4, 2022 | Feb 8, 2022 | 35d | +88.8% | +31.3% | |
| ZMZoom Video Communications, Inc. - Class A | Spouse | Sell | $15K–$50K | Jan 11, 2022 | Feb 8, 2022 | 28d | -47.7% | -107.8% | |
| BBYBest Buy Co., Inc. | Spouse | Buy | $15K–$50K | Dec 29, 2021 | Jan 8, 2022 | 10d | -4.7% | -62.2% | |
| COINCoinbase Global, Inc. - Class AOption | Spouse | Sell | $1K–$15K | Dec 7, 2021 | Jan 8, 2022 | 32d | – | – | |
| RIVNRivian Automotive, Inc. - Class A | Spouse | Buy | $15K–$50K | Nov 10, 2021 | Dec 9, 2021 | 29d | -86.9% | -149.1% | |
| COINCoinbase Global, Inc. - Class A | Spouse | Sell | $50K–$100K | Nov 5, 2021 | Dec 9, 2021 | 34d | -59.1% | -119.6% | |
| AMZNAmazon.com, Inc. | Spouse | Buy | $15K–$50K | Oct 29, 2021 | Dec 8, 2021 | 40d | +45.7% | -18.1% | |
| GBTCStock: Grayscale Bitcoin TR BTC: GBTC | Spouse | Buy | $15K–$50K | Nov 9, 2021 | Dec 8, 2021 | 29d | +22.3% | -38.6% | |
| DISWalt Disney Company | Spouse | Buy | $15K–$50K | Nov 11, 2021 | Dec 8, 2021 | 27d | -30.2% | -92.4% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Marie Newman (D-IL-3), a former Democratic member of the House, has disclosed 300 trades since 2021: 143 purchases worth about $2.87M and 157 sales worth about $3.38M, in 61 stocks. Most traded: TSLA, COIN, CHWY. As a portfolio, their stock holdings and trades returned -42.8% from Jan 2021, against +0.5% for the S&P 500. Trades took a median 31 days to be disclosed; 70 came late.
As a portfolio, their stock holdings and trades returned -42.8% from January 2021 to November 2026, against +0.5% for the S&P 500, with a largest fall of -52.3%. 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 31 days to be disclosed. 70 of 300 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.