Michael G. Fitzpatrick (R-PA-8), a former Republican member of the House, has disclosed 39 trades since 2013: 21 purchases worth about $192.51K and 17 sales worth about $185.01K, in 30 stocks. Most traded: COV, CVX, PNR. As a portfolio, their stock holdings and trades returned +20.1% from Dec 2013, against +25.7% for the S&P 500. Trades took a median 32 days to be disclosed; 1 came late.
Michael G. Fitzpatrick’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: +20.1%, against +25.7% for SPY; the largest fall on the way was -12.2%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Michael G. Fitzpatrick | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Michael G. Fitzpatrick | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Michael G. Fitzpatrick | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Michael G. Fitzpatrick | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Michael G. Fitzpatrick | Dec 2013 | +20.1% | +25.7% | -5.6% | +6.2% | -12.2% | 0.57 | 0.83 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| IVWiShares S&P 500 Growth ETF | – | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Feb 21, 2014 |
| COVCovidien plc | Healthcare | Closed | – | – | 2 | 1 | 1 | $8.00K | $8.00K | – | Aug 7, 2014 |
| CVXChevron Corp | Energy | Closed | – | – | 2 | 1 | 1 | $8.00K | $8.00K | -206.8% | Sep 19, 2014 |
| PNRPENTAIR plc | Industrials | Closed | – | – | 2 | 1 | 1 | $8.00K | $8.00K | -248.4% | Oct 15, 2014 |
| TDToronto Dominion Bank | Financial Services | Closed | – | – | 2 | 1 | 1 | $8.00K | $8.00K | -128.9% | Jan 27, 2015 |
| WFCWells Fargo & Company/Mn | Financial Services | Closed | – | – | 2 | 2 | 0 | $16.00K | $0.00 | -223.3% | Feb 21, 2014 |
| BCEBce Inc | Communication Services | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Jan 9, 2014 |
| CAGConagra Brands Inc. | Consumer Staples | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Jun 4, 2014 |
| CLColgate Palmolive Co | Consumer Staples | Closed | – | – | 1 | 1 | 0 | $8.00K | $0.00 | -222.6% | Jan 27, 2015 |
| CMSCms Energy Corp | Utilities | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Dec 13, 2013 |
| DDDuPont de Nemours, Inc. | Basic Materials | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Apr 10, 2015 |
| DLRDigital Realty Trust, Inc. | Real Estate | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Dec 13, 2013 |
| GISGeneral Mills Inc | Consumer Staples | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Jan 27, 2015 |
| HONHoneywell International Inc | Industrials | Closed | – | – | 1 | 1 | 0 | $8.00K | $0.00 | -124.5% | Oct 15, 2014 |
| INTCIntel Corp | Technology | Closed | – | – | 1 | 1 | 0 | $8.00K | $0.00 | -172.6% | Jan 9, 2014 |
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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| DDE.I. du Pont de Nemours And Company | Self | Sell | $1K–$15K | Apr 10, 2015 | May 8, 2015 | 28d | +63.6% | -194.5% | |
| LYBLyondellbasell Industries NV Ordinary Shares Class A | Self | Buy | $1K–$15K | Apr 10, 2015 | May 8, 2015 | 28d | -26.8% | -284.9% | |
| CLCoLgAtE-PALMoLivE Company | Self | Buy | $1K–$15K | Jan 27, 2015 | Feb 19, 2015 | 23d | +48.4% | -222.6% | |
| GISGeneral Mills, Inc. | Self | Sell | $1K–$15K | Jan 27, 2015 | Feb 19, 2015 | 23d | -37.0% | -308.0% | |
| MCDMcdonald's Corporation | Self | Sell | $1K–$15K | Jan 27, 2015 | Feb 19, 2015 | 23d | +196.6% | -74.4% | |
| MDTMedtronic plc. Ordinary Shares | Self | Exchange | $1K–$15K | Jan 27, 2014 | Feb 19, 2015 | 388d late | +74.4% | -248.2% | |
| METMetlife, Inc. | Self | Buy | $1K–$15K | Jan 27, 2015 | Feb 19, 2015 | 23d | +135.3% | -135.7% | |
| SBUXStarbucks Corporation | Self | Buy | $1K–$15K | Jan 27, 2015 | Feb 19, 2015 | 23d | +136.4% | -134.6% | |
| TDToronto Dominion Bank | Self | Sell | $1K–$15K | Jan 27, 2015 | Feb 19, 2015 | 23d | +197.0% | -74.0% | |
| HONHoneywell International Inc. | Self | Buy | $1K–$15K | Oct 15, 2014 | Nov 11, 2014 | 27d | +179.0% | -124.5% | |
| PNRPentair plc. Ordinary Share | Self | Sell | $1K–$15K | Oct 15, 2014 | Nov 11, 2014 | 27d | +72.6% | -230.9% | |
| CVXChevron Corporation | Self | Sell | $1K–$15K | Sep 19, 2014 | Oct 10, 2014 | 21d | +82.6% | -192.1% | |
| PSXPhillips 66 | Self | Buy | $1K–$15K | Sep 19, 2014 | Oct 10, 2014 | 21d | +220.7% | -54.0% | |
| COVCovidien plc. Ordinary Shares | Self | Sell | $1K–$15K | Aug 7, 2014 | Sep 8, 2014 | 32d | – | – | |
| LLYEli Lilly And Company | Self | Buy | $1K–$15K | Aug 7, 2014 | Sep 8, 2014 | 32d | +2,240.1% | +1,946.3% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Michael G. Fitzpatrick (R-PA-8), a former Republican member of the House, has disclosed 39 trades since 2013: 21 purchases worth about $192.51K and 17 sales worth about $185.01K, in 30 stocks. Most traded: COV, CVX, PNR. As a portfolio, their stock holdings and trades returned +20.1% from Dec 2013, against +25.7% for the S&P 500. Trades took a median 32 days to be disclosed; 1 came late.
As a portfolio, their stock holdings and trades returned +20.1% from December 2013 to November 2026, against +25.7% for the S&P 500, with a largest fall of -12.2%. 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 32 days to be disclosed. 1 of 39 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.