Scott H. Peters (D-CA-50), a current Democratic member of the House, has disclosed 1,080 trades since 2013: 562 purchases worth about $146.45M and 518 sales worth about $174.49M, in 68 stocks. Most traded: RAND, PMFG, GVP. As a portfolio, their stock holdings and trades returned -62.8% from Feb 2013, against +393.9% for the S&P 500. Trades took a median 32 days to be disclosed; 33 came late.
Scott H. Peters’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since February 2013: -62.8%, against +393.9% for SPY; the largest fall on the way was -68.0%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Scott H. Peters | Nov 2025 | -29.1% | +10.1% | -39.2% | – | -46.4% | -0.55 | 0.15 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Scott H. Peters | Nov 2023 | -27.2% | +72.6% | -99.8% | -10.1% | -68.0% | 0.02 | 0.19 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Scott H. Peters | Nov 2021 | -38.7% | +61.1% | -99.8% | -9.3% | -68.0% | -0.02 | 0.14 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Scott H. Peters | Jan 2026 | -16.8% | +10.1% | -26.9% | – | -25.7% | -0.39 | 0.28 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Scott H. Peters | Feb 2013 | -62.8% | +393.9% | -456.7% | -7.0% | -68.0% | 0.01 | 0.26 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RANDRand Capital Corp | Financial Services | $145.83K | 100.0% | -16.7% | 30 | 0 | 30 | $0.00 | $478.52K | – | Aug 4, 2020 |
| PMFGPMFG, Inc. | – | Closed | – | – | 17 | 0 | 17 | $0.00 | $6.84M | – | May 11, 2015 |
| EMLEastern Co | Industrials | Closed | – | – | 6 | 0 | 6 | $0.00 | $3.27M | – | Jun 30, 2014 |
| APAGFAPCO OIL & GAS INTERNATIONAL INC | Energy | Closed | – | – | 1 | 0 | 1 | $0.00 | $1.00M | – | Jan 30, 2015 |
| TLSRPTelos Corporation Preferred Stock | – | Closed | – | – | 1 | 0 | 1 | $0.00 | $750.00K | – | Jul 15, 2015 |
| AAPLApple Inc. | Technology | Closed | – | – | 6 | 4 | 2 | $300.00K | $350.00K | +722.5% | Sep 2, 2015 |
| GOOGAlphabet Inc. | Technology | Closed | – | – | 6 | 4 | 2 | $300.00K | $350.00K | +683.6% | Sep 2, 2015 |
| MDTMedtronic plc | Healthcare | Closed | – | – | 6 | 4 | 2 | $300.00K | $350.00K | -227.3% | Sep 2, 2015 |
| ADPAutomatic Data Processing Inc | Technology | Closed | – | – | 8 | 6 | 2 | $280.00K | $350.00K | +3.3% | Sep 2, 2015 |
| ESRXExpress Scripts Holding Co. | – | Closed | – | – | 8 | 4 | 4 | $300.00K | $315.00K | – | Sep 2, 2015 |
| AMZNAmazon Com Inc | Consumer Discretionary | Closed | – | – | 6 | 4 | 2 | $257.50K | $350.00K | +749.8% | Sep 2, 2015 |
| GEGeneral Electric Co | Industrials | Closed | – | – | 6 | 4 | 2 | $300.00K | $250.00K | -113.5% | Sep 2, 2015 |
| AGNAllergan plc | Healthcare | Closed | – | – | 7 | 5 | 2 | $247.50K | $250.00K | – | Sep 2, 2015 |
| UNHUnitedhealth Group Inc | Healthcare | Closed | – | – | 7 | 4 | 3 | $215.00K | $282.50K | -32.9% | Sep 2, 2015 |
| AETAETNA INC | Healthcare | Closed | – | – | 6 | 4 | 2 | $215.00K | $250.00K | – | Sep 2, 2015 |
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.
Trades by the month they were made: purchases above the line, sales below.
| Owner | Type | Filing | |||||||
|---|---|---|---|---|---|---|---|---|---|
| CA ST GO UTXBond | Spouse | Buy | $250K–$500K | Sep 3, 2026 | Oct 15, 2026 | 42d | – | – | |
| CA ST GO UTXBond | Spouse | Buy | $100K–$250K | Sep 3, 2026 | Oct 15, 2026 | 42d | – | – | |
| Charlotte-Meckle HLTHBond | Spouse | Buy | $250K–$500K | Sep 25, 2026 | Oct 15, 2026 | 20d | – | – | |
| U.S. Treasury BillBond | Spouse | Sell | $250K–$500K | Sep 24, 2026 | Oct 15, 2026 | 21d | – | – | |
| Energy Northwest WA PWR UTILBond | Spouse | Sell | $500K–$1M | Aug 13, 2026 | Sep 21, 2026 | 39d | – | – | |
| U.S. Treasury BillBond | Spouse | Buy | $250K–$500K | Aug 10, 2026 | Sep 21, 2026 | 42d | – | – | |
| U.S. Treasury BillBond | Spouse | Sell (Partial) | $50K–$100K | Aug 13, 2026 | Sep 21, 2026 | 39d | – | – | |
| U.S. Treasury BillBond | Spouse | Sell (Partial) | $50K–$100K | Aug 31, 2026 | Sep 21, 2026 | 21d | – | – | |
| U.S. Treasury BillBond | Spouse | Buy | $50K–$100K | Aug 3, 2026 | Sep 21, 2026 | 49d late | – | – | |
| U.S. Treasury BillBond | Spouse | Sell (Partial) | $100K–$250K | Aug 5, 2026 | Sep 21, 2026 | 47d late | – | – | |
| U.S. Treasury BillBond | Spouse | Sell (Partial) | $50K–$100K | Aug 13, 2026 | Sep 21, 2026 | 39d | – | – | |
| UNIV CA PUB EDUCBond | Spouse | Buy | $500K–$1M | Aug 13, 2026 | Sep 21, 2026 | 39d | – | – | |
| West VY Mission CMN EDUCBond | Spouse | Buy | $250K–$500K | Aug 6, 2026 | Sep 21, 2026 | 46d late | – | – | |
| Enterprise CABond | Spouse | Sell | $500K–$1M | Aug 4, 2026 | Sep 21, 2026 | 48d late | – | – | |
| Irvine Ranch CA WRSR UTILBond | Spouse | Buy | $100K–$250K | Aug 20, 2026 | Sep 21, 2026 | 32d | – | – |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Scott H. Peters (D-CA-50), a current Democratic member of the House, has disclosed 1,080 trades since 2013: 562 purchases worth about $146.45M and 518 sales worth about $174.49M, in 68 stocks. Most traded: RAND, PMFG, GVP. As a portfolio, their stock holdings and trades returned -62.8% from Feb 2013, against +393.9% for the S&P 500. Trades took a median 32 days to be disclosed; 33 came late.
Rebuilt from their latest annual report and the trades they disclosed since, Scott H. Peters still holds 1 stock; the largest are RAND (about $145.83K). Options, funds and private holdings are not in this estimate.
As a portfolio, their stock holdings and trades returned -62.8% from February 2013 to November 2026, against +393.9% for the S&P 500, with a largest fall of -68.0%. 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 32 days to be disclosed. 33 of 1,080 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.