Steve Stivers (R-OH-15), a former Republican member of the House, has disclosed 26 trades since 2015: 0 purchases worth about $0.00 and 26 sales worth about $257.01K, in 6 stocks. Most traded: PG, GE, BMY. As a portfolio, their stock holdings and trades returned +75.0% from Aug 2014, against +112.8% for the S&P 500. Trades took a median 28 days to be disclosed; 0 came late.
Steve Stivers’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since August 2014: +75.0%, against +112.8% for SPY; the largest fall on the way was -24.0%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Steve Stivers | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Steve Stivers | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Steve Stivers | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Steve Stivers | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Steve Stivers | Aug 2014 | +75.0% | +112.8% | -37.8% | +8.6% | -24.0% | 0.54 | 0.66 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PGPROCTER & GAMBLE Co | Consumer Staples | Closed | – | – | 10 | 0 | 10 | $0.00 | $129.01K | – | Oct 31, 2018 |
| GEGeneral Electric Co | Industrials | Closed | – | – | 4 | 0 | 4 | $0.00 | $32.00K | – | Oct 31, 2018 |
| BMYBristol Myers Squibb Co | Healthcare | Closed | – | – | 3 | 0 | 3 | $0.00 | $24.00K | – | Oct 31, 2018 |
| JPMJpmorgan Chase & Co | Financial Services | Closed | – | – | 2 | 0 | 2 | $0.00 | $16.00K | – | Oct 31, 2018 |
| XOMExxonMobil Holdings Corp | Energy | Closed | – | – | 2 | 0 | 2 | $0.00 | $16.00K | – | Oct 31, 2018 |
| VZVerizon Communications Inc | Communication Services | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Oct 31, 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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| VZ- Verizon Communications Inc. | Self | Sell | $1K–$15K | Oct 31, 2018 | Nov 29, 2018 | 29d | -21.0% | -199.0% | |
| JPM- J P Morgan Chase Co. | Self | Sell | $1K–$15K | Oct 31, 2018 | Nov 29, 2018 | 29d | +212.6% | +34.6% | |
| BMY- Bristol Myers Squibb Co. | Self | Sell | $1K–$15K | Oct 31, 2018 | Nov 29, 2018 | 29d | +24.7% | -153.2% | |
| GE- General Electric Co. | Self | Sell | $1K–$15K | Oct 31, 2018 | Nov 29, 2018 | 29d | +552.5% | +374.6% | |
| XOM- Exxon Mobil Corp. | Self | Sell | $1K–$15K | Oct 31, 2018 | Nov 29, 2018 | 29d | +125.6% | -52.3% | |
| PG- Procter & Gamble Co. | Self | Sell | $1K–$15K | Oct 31, 2018 | Nov 29, 2018 | 29d | +84.5% | -93.5% | |
| BMYBrístol Myers Squíbb Co | Self | Sell | $1K–$15K | Sep 1, 2017 | Sep 7, 2017 | 6d | +5.2% | -198.3% | |
| GE-- General Electric Co. | Self | Sell | $1K–$15K | Sep 1, 2017 | Sep 7, 2017 | 6d | +162.1% | -41.4% | |
| JPM-- J P Morgan Chase Co | Self | Sell | $1K–$15K | Sep 1, 2017 | Sep 7, 2017 | 6d | +271.6% | +68.1% | |
| PG-- Procter & Gamble Co | Self | Sell | $1K–$15K | Sep 1, 2017 | Sep 7, 2017 | 6d | +76.8% | -126.7% | |
| -- Exxon Mobile CorpOther | Self | Sell | $1K–$15K | Sep 1, 2017 | Sep 7, 2017 | 6d | – | – | |
| PG- Procter & Gamble | Self | Sell (Partial) | $1K–$15K | Apr 10, 2017 | May 9, 2017 | 29d | +82.8% | -136.8% | |
| PG- Procter & Gamble | Self | Sell | $1K–$15K | Jan 5, 2017 | Jan 24, 2017 | 19d | +92.3% | -139.9% | |
| GE- General Electric Co | Self | Sell | $1K–$15K | Sep 14, 2016 | Oct 20, 2016 | 36d | +121.9% | -131.0% | |
| PG- Procter & Gamble Co | Self | Sell | $1K–$15K | Sep 14, 2016 | Oct 20, 2016 | 36d | +88.0% | -164.9% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Steve Stivers (R-OH-15), a former Republican member of the House, has disclosed 26 trades since 2015: 0 purchases worth about $0.00 and 26 sales worth about $257.01K, in 6 stocks. Most traded: PG, GE, BMY. As a portfolio, their stock holdings and trades returned +75.0% from Aug 2014, against +112.8% 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 +75.0% from August 2014 to November 2026, against +112.8% for the S&P 500, with a largest fall of -24.0%. 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 28 days to be disclosed. 0 of 26 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.