Mike Gallagher (R-WI-8), a former Republican member of the House, has disclosed 38 trades since 2019: 0 purchases worth about $0.00 and 38 sales worth about $451.02K, in 34 stocks. Most traded: AAPL, CVS, DCI. As a portfolio, their stock holdings and trades returned +46.3% from Aug 2020, against +51.1% for the S&P 500. Trades took a median 28 days to be disclosed; 0 came late.
Mike Gallagher’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since August 2020: +46.3%, against +51.1% for SPY; the largest fall on the way was -16.3%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Mike Gallagher | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Mike Gallagher | Nov 2023 | +12.3% | +16.0% | -3.7% | – | -3.8% | 2.73 | 0.57 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Mike Gallagher | Nov 2021 | +9.9% | +8.2% | +1.7% | +3.9% | -16.3% | 0.33 | 0.70 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Mike Gallagher | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Mike Gallagher | Aug 2020 | +46.3% | +51.1% | -4.7% | +10.8% | -16.3% | 0.75 | 0.73 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Technology | Closed | – | – | 2 | 0 | 2 | $0.00 | $40.50K | – | Jan 13, 2020 |
| DCIDONALDSON Co INC | Industrials | Closed | – | – | 2 | 0 | 2 | $0.00 | $40.50K | – | Jan 31, 2020 |
| CVXChevron Corp | Energy | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Jan 9, 2020 |
| JCIJohnson Controls International plc | Industrials | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Jan 8, 2020 |
| LMTLockheed Martin Corp | Industrials | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Jan 9, 2020 |
| PGPROCTER & GAMBLE Co | Consumer Staples | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Jan 13, 2020 |
| CVSCVS HEALTH Corp | Healthcare | Closed | – | – | 2 | 0 | 2 | $0.00 | $16.00K | – | Jan 9, 2020 |
| JNJJohnson & Johnson | Healthcare | Closed | – | – | 2 | 0 | 2 | $0.00 | $16.00K | – | Jan 13, 2020 |
| ALKAlaska Air Group, Inc. | Industrials | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Jan 8, 2020 |
| AMGNAmgen Inc | Healthcare | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Jan 9, 2020 |
| AROWArrow Financial Corp | Financial Services | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Jan 13, 2020 |
| ATOAtmos Energy Corp | Utilities | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Jan 13, 2020 |
| BACBank Of America Corp /De/ | Financial Services | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Jan 9, 2020 |
| CTSHCognizant Technology Solutions Corp | Technology | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Jan 8, 2020 |
| ELVElevance Health, Inc. | Healthcare | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Jan 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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| WMTWalmart Inc. | Self | Sell (Partial) | $1K–$15K | Mar 25, 2021 | Apr 6, 2021 | 12d | +185.9% | +92.8% | |
| ALKAlaska Air Group, Inc. | Spouse | Sell | $1K–$15K | Jan 8, 2020 | Feb 8, 2020 | 31d | -42.4% | -174.3% | |
| CVSCVS Health Corporation | Spouse | Sell | $1K–$15K | Jan 9, 2020 | Feb 8, 2020 | 30d | +21.5% | -108.8% | |
| DCIDonaldson Company, Inc. | Spouse | Sell | $1K–$15K | Jan 13, 2020 | Feb 8, 2020 | 26d | +52.4% | -77.0% | |
| DCIDonaldson Company, Inc. | Spouse | Sell | $15K–$50K | Jan 31, 2020 | Feb 8, 2020 | 8d | +64.8% | -69.0% | |
| FASTFastenal Company | Spouse | Sell | $1K–$15K | Jan 13, 2020 | Feb 8, 2020 | 26d | +187.2% | +57.8% | |
| FDXFedEx Corporation | Spouse | Sell | $1K–$15K | Jan 8, 2020 | Feb 8, 2020 | 31d | +151.4% | +19.6% | |
| FMSFresenius Medical Care AG Vorz AKT OHNE Stimmrecht (FMCMF) | Spouse | Sell | $1K–$15K | Jan 13, 2020 | Feb 8, 2020 | 26d | -39.0% | -168.3% | |
| GCPGCP Applied Technologies Inc. | Spouse | Sell | $1K–$15K | Jan 9, 2020 | Feb 8, 2020 | 30d | – | – | |
| JNJJohnson & Johnson | Spouse | Sell | $1K–$15K | Jan 13, 2020 | Feb 8, 2020 | 26d | +85.7% | -43.6% | |
| JCIJohnson Controls International plc Ordinary Share | Spouse | Sell | $15K–$50K | Jan 8, 2020 | Feb 8, 2020 | 31d | +256.5% | +124.7% | |
| LHLaboratory Corporation of America Holdings | Spouse | Sell | $1K–$15K | Jan 9, 2020 | Feb 8, 2020 | 30d | +136.7% | +6.4% | |
| AMGNAmgen Inc. | Spouse | Sell | $1K–$15K | Jan 9, 2020 | Feb 8, 2020 | 30d | +94.8% | -35.5% | |
| LMTLockheed Martin Corporation | Spouse | Sell | $15K–$50K | Jan 9, 2020 | Feb 8, 2020 | 30d | +55.0% | -75.3% | |
| MCDMcDonALd'S Corporation | Spouse | Sell | $1K–$15K | Jan 13, 2020 | Feb 8, 2020 | 26d | +28.6% | -100.7% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Mike Gallagher (R-WI-8), a former Republican member of the House, has disclosed 38 trades since 2019: 0 purchases worth about $0.00 and 38 sales worth about $451.02K, in 34 stocks. Most traded: AAPL, CVS, DCI. As a portfolio, their stock holdings and trades returned +46.3% from Aug 2020, against +51.1% for the S&P 500. Trades took a median 28 days to be disclosed; 0 came late.
As a portfolio, their stock holdings and trades returned +46.3% from August 2020 to November 2026, against +51.1% for the S&P 500, with a largest fall of -16.3%. 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 28 days to be disclosed. 0 of 38 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.