Mark Meadows (R-NC-11), a former Republican member of the House, has disclosed 32 trades since 2013: 17 purchases worth about $234.01K and 15 sales worth about $309.51K, in 21 stocks. Most traded: INTC, ORCL, WDC. As a portfolio, their stock holdings and trades returned -38.4% from Jan 2014, against +42.5% for the S&P 500. Trades took a median 20 days to be disclosed; 14 came late.
Mark Meadows’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since January 2014: -38.4%, against +42.5% for SPY; the largest fall on the way was -50.0%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Mark Meadows | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Mark Meadows | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Mark Meadows | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Mark Meadows | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Mark Meadows | Jan 2014 | -38.4% | +42.5% | -80.8% | -7.5% | -50.0% | -0.29 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WDCWestern Digital Corp | Technology | Closed | – | – | 3 | 1 | 2 | $8.00K | $107.50K | +527.9% | Sep 14, 2018 |
| ORCLOracle Corp | Technology | Closed | – | – | 3 | 0 | 3 | $0.00 | $73.00K | – | Oct 25, 2016 |
| KOCoca Cola Co | Consumer Staples | Closed | – | – | 2 | 2 | 0 | $40.50K | $0.00 | -110.8% | Sep 14, 2018 |
| BACBank Of America Corp /De/ | Financial Services | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Apr 28, 2016 |
| GEGeneral Electric Co | Industrials | Closed | – | – | 1 | 1 | 0 | $32.50K | $0.00 | -143.9% | Mar 18, 2014 |
| RTNRAYTHEON CO/ | Industrials | Closed | – | – | 1 | 1 | 0 | $32.50K | $0.00 | – | Mar 18, 2014 |
| TRMBTrimble Inc. | Technology | Closed | – | – | 1 | 1 | 0 | $32.50K | $0.00 | -231.4% | Mar 18, 2014 |
| INTCIntel Corp | Technology | Closed | – | – | 3 | 1 | 2 | $8.00K | $16.00K | -159.2% | Jun 17, 2016 |
| TAt&T Inc. | Communication Services | Closed | – | – | 2 | 2 | 0 | $16.00K | $0.00 | -252.1% | Sep 17, 2018 |
| AUOTYAu Optronics Corp - Adr | – | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Oct 9, 2013 |
| GISGeneral Mills Inc | Consumer Staples | Closed | – | – | 1 | 1 | 0 | $8.00K | $0.00 | -185.8% | Sep 14, 2018 |
| HPQHp Inc | Technology | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Oct 9, 2013 |
| IVZInvesco Ltd. | Financial Services | Closed | – | – | 1 | 1 | 0 | $8.00K | $0.00 | -141.5% | Sep 14, 2018 |
| JGAurora Mobile Ltd | Technology | Closed | – | – | 1 | 1 | 0 | $8.00K | $0.00 | -254.9% | Sep 14, 2018 |
| LVMUYLVMH Moet Hennessy Louis Vuitton Unsponsored American Depositary Receipt | – | Closed | – | – | 1 | 1 | 0 | $8.00K | $0.00 | – | Sep 14, 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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| TAT&T Inc. | Spouse | Buy | $1K–$15K | Sep 17, 2018 | Oct 3, 2018 | 16d | -15.6% | -175.5% | |
| JGAurora Mobile Limited - American Depositary Shares | Spouse | Buy | $1K–$15K | Sep 14, 2018 | Oct 3, 2018 | 19d | -96.3% | -254.9% | |
| KOCOCA COLA HELLENIC BOTTLING CO American Depositary Shares (CCH) | Joint | Buy | $15K–$50K | Sep 14, 2018 | Oct 3, 2018 | 19d | +108.4% | -50.1% | |
| GISGeneral Mills, Inc. | Joint | Buy | $1K–$15K | Sep 14, 2018 | Oct 3, 2018 | 19d | -27.2% | -185.8% | |
| IVZInvesco Ltd | Joint | Buy | $1K–$15K | Sep 14, 2018 | Oct 3, 2018 | 19d | +17.1% | -141.5% | |
| LVMUYLVMH Moet Hennessy Louis Vuitton Unsponsored American Depositary Receipt | Spouse | Buy | $1K–$15K | Sep 14, 2018 | Oct 3, 2018 | 19d | – | – | |
| WDCWestern Digital Corporation | Joint | Buy | $1K–$15K | Sep 14, 2018 | Oct 3, 2018 | 19d | +686.5% | +527.9% | |
| ORCLOracle Corp | Self | Sell | $15K–$50K | Oct 25, 2016 | Nov 15, 2016 | 21d | +210.5% | -40.7% | |
| Yahoo IncOther | Self | Sell | $15K–$50K | Oct 21, 2016 | Nov 15, 2016 | 25d | – | – | |
| INTCIntel Corporation | Joint | Sell | $1K–$15K | Jun 17, 2016 | Jun 30, 2016 | 13d | +88.8% | -175.4% | |
| INTCIntel Corporation | Joint | Sell | $1K–$15K | Jun 17, 2016 | Jun 30, 2016 | 13d | +88.8% | -175.4% | |
| BACBank of America Corp | Self | Sell (Partial) | $15K–$50K | Apr 28, 2016 | May 11, 2016 | 13d | +235.1% | -27.5% | |
| INTCINTEL CORP., COMMON STOCK | Joint | Buy | $1K–$15K | Mar 18, 2014 | Mar 26, 2014 | 8d | +141.6% | -159.2% | |
| RTNRAYTHEON CO., COMMON STOCK | Spouse | Buy | $15K–$50K | Mar 18, 2014 | Mar 26, 2014 | 8d | – | – | |
| ANN INC., COMMON STOCKOther | Spouse | Buy | $1K–$15K | Mar 18, 2014 | Mar 26, 2014 | 8d | – | – |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Mark Meadows (R-NC-11), a former Republican member of the House, has disclosed 32 trades since 2013: 17 purchases worth about $234.01K and 15 sales worth about $309.51K, in 21 stocks. Most traded: INTC, ORCL, WDC. As a portfolio, their stock holdings and trades returned -38.4% from Jan 2014, against +42.5% for the S&P 500. Trades took a median 20 days to be disclosed; 14 came late.
As a portfolio, their stock holdings and trades returned -38.4% from January 2014 to November 2026, against +42.5% for the S&P 500, with a largest fall of -50.0%. 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 20 days to be disclosed. 14 of 32 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.