Shelley Moore Capito (R-WV-2), a current Republican member of the House, has disclosed 10 trades since 2013: 1 purchase worth about $8.00K and 9 sales worth about $72.00K, in 6 stocks. Most traded: C, AL, BMY. As a portfolio, their stock holdings and trades returned +186.3% from May 2014, against +300.0% for the S&P 500. Trades took a median 214 days to be disclosed; 6 came late.
Shelley Moore Capito’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since May 2014: +186.3%, against +300.0% for SPY; the largest fall on the way was -37.8%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Shelley Moore Capito | Nov 2025 | +18.4% | +10.1% | +8.4% | – | -8.3% | 1.47 | 0.70 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Shelley Moore Capito | Nov 2023 | +64.1% | +72.6% | -8.5% | +18.0% | -15.3% | 1.34 | 0.73 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Shelley Moore Capito | Nov 2021 | +50.3% | +61.1% | -10.8% | +8.5% | -21.2% | 0.63 | 0.77 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Shelley Moore Capito | Jan 2026 | +13.9% | +10.1% | +3.8% | – | -8.3% | 1.32 | 0.71 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Shelley Moore Capito | May 2014 | +186.3% | +300.0% | -113.7% | +8.8% | -37.8% | 0.58 | 0.93 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CCitigroup Inc | Financial Services | $622.69K | 18.9% | +164.6% | 4 | 0 | 4 | $0.00 | $32.00K | – | Oct 27, 2014 |
| GEGeneral Electric Co | Industrials | $80.51K | 2.4% | +147.7% | 1 | 0 | 1 | $0.00 | $8.00K | – | Jan 27, 2014 |
| IBMInternational Business Machines Corp | Technology | $46.05K | 1.4% | +41.7% | 1 | 0 | 1 | $0.00 | $8.00K | – | Jan 27, 2014 |
| BMYBristol Myers Squibb Co | Healthcare | $41.87K | 1.3% | +28.8% | 1 | 0 | 1 | $0.00 | $8.00K | – | Jan 27, 2014 |
| PGPROCTER & GAMBLE Co | Consumer Staples | $16.25K | 0.5% | +103.1% | 1 | 0 | 1 | $0.00 | $8.00K | – | Jan 27, 2014 |
| ALAIR LEASE CORP | Financial Services | Closed | – | – | 1 | 1 | 0 | $8.00K | $0.00 | – | Feb 21, 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.
Trades by the month they were made: purchases above the line, sales below.
| Owner | Type | Filing | |||||||
|---|---|---|---|---|---|---|---|---|---|
| PGPROCTOR & GAMBLE CO STOCK | Spouse | Sell | $1K–$15K | Jan 27, 2014 | Jan 29, 2015 | 367d late | +108.5% | -214.1% | |
| BMYBRISTOL MYERS SQUIBB CO STOCK | Spouse | Sell | $1K–$15K | Jan 27, 2014 | Jan 29, 2015 | 367d late | +26.8% | -295.8% | |
| GEGENERAL ELECTRIC COMPANY STOCK | Spouse | Sell | $1K–$15K | Jan 27, 2014 | Jan 29, 2015 | 367d late | +162.8% | -159.7% | |
| IBMINT'L BUSINESS MACHINES CORP STOCK | Spouse | Sell | $1K–$15K | Jan 27, 2014 | Jan 29, 2015 | 367d late | +48.5% | -274.0% | |
| CCITIGROUP INC NEW STOCK | Spouse | Sell | $1K–$15K | Jan 27, 2014 | Jan 29, 2015 | 367d late | +152.2% | -170.3% | |
| CCITIGROUP INC NEW STOCK | Spouse | Sell | $1K–$15K | Oct 27, 2014 | Nov 14, 2014 | 18d | +138.6% | -144.8% | |
| CCITIGROUP INC NEW STOCK | Self | Sell | $1K–$15K | Jul 28, 2014 | Aug 12, 2014 | 15d | +147.7% | -132.6% | |
| ALAIR LEASE CORP | Spouse | Buy | $1K–$15K | Feb 21, 2014 | Mar 5, 2014 | 12d | – | – | |
| CCITIGROUP INC STOCK | Spouse | Sell | $1K–$15K | Dec 6, 2013 | Feb 4, 2014 | 60d late | +139.1% | -176.6% | |
| CITIBANK INC STOCKOther | Spouse | Sell | $1K–$15K | Jan 27, 2014 | Feb 4, 2014 | 8d | – | – |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Shelley Moore Capito (R-WV-2), a current Republican member of the House, has disclosed 10 trades since 2013: 1 purchase worth about $8.00K and 9 sales worth about $72.00K, in 6 stocks. Most traded: C, AL, BMY. As a portfolio, their stock holdings and trades returned +186.3% from May 2014, against +300.0% for the S&P 500. Trades took a median 214 days to be disclosed; 6 came late.
Rebuilt from their latest annual report and the trades they disclosed since, Shelley Moore Capito still holds 5 stocks; the largest are C (about $622.69K), GE (about $80.51K), IBM (about $46.05K), BMY (about $41.87K), PG (about $16.25K). Options, funds and private holdings are not in this estimate.
As a portfolio, their stock holdings and trades returned +186.3% from May 2014 to November 2026, against +300.0% for the S&P 500, with a largest fall of -37.8%. 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 214 days to be disclosed. 6 of 10 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.