Susan W. Brooks (R-IN-5), a former Republican member of the House, has disclosed 30 trades since 2013: 25 purchases worth about $298.01K and 4 sales worth about $190.50K, in 13 stocks. Most traded: ALDX, AAPL, AMZN. As a portfolio, their stock holdings and trades returned -0.8% from May 2014, against +97.0% for the S&P 500. Trades took a median 22 days to be disclosed; 6 came late.
Susan W. Brooks’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: -0.8%, against +97.0% for SPY; the largest fall on the way was -31.1%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Susan W. Brooks | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Susan W. Brooks | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Susan W. Brooks | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Susan W. Brooks | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Susan W. Brooks | May 2014 | -0.8% | +97.0% | -97.8% | -0.1% | -31.1% | 0.04 | 0.48 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALDXAldeyra Therapeutics, Inc. | Healthcare | Closed | – | – | 4 | 4 | 0 | $32.00K | $0.00 | -360.9% | Dec 23, 2015 |
| AAPLApple Inc. | Technology | Closed | – | – | 1 | 1 | 0 | $8.00K | $0.00 | +231.6% | Apr 6, 2020 |
| AMZNAmazon Com Inc | Consumer Discretionary | Closed | – | – | 1 | 1 | 0 | $8.00K | $0.00 | -38.1% | Apr 6, 2020 |
| CVXChevron Corp | Energy | Closed | – | – | 1 | 1 | 0 | $8.00K | $0.00 | -0.5% | Apr 6, 2020 |
| DALDelta Air Lines, Inc. | Industrials | Closed | – | – | 1 | 1 | 0 | $8.00K | $0.00 | +89.8% | Apr 6, 2020 |
| DISWalt Disney Co | Communication Services | Closed | – | – | 1 | 1 | 0 | $8.00K | $0.00 | -170.4% | Apr 6, 2020 |
| GEGeneral Electric Co | Industrials | Closed | – | – | 1 | 1 | 0 | $8.00K | $0.00 | +592.3% | Apr 6, 2020 |
| KOCoca Cola Co | Consumer Staples | Closed | – | – | 1 | 1 | 0 | $8.00K | $0.00 | -78.6% | Apr 6, 2020 |
| MAMastercard Inc | Financial Services | Closed | – | – | 1 | 1 | 0 | $8.00K | $0.00 | -36.4% | Apr 6, 2020 |
| MSFTMicrosoft Corp | Technology | Closed | – | – | 1 | 1 | 0 | $8.00K | $0.00 | +22.9% | Apr 6, 2020 |
| QCOMQualcomm Inc/De | Technology | Closed | – | – | 1 | 1 | 0 | $8.00K | $0.00 | -55.5% | Apr 6, 2020 |
| VZVerizon Communications Inc | Communication Services | Closed | – | – | 1 | 1 | 0 | $8.00K | $0.00 | -204.5% | Apr 6, 2020 |
| XOMExxonMobil Holdings Corp | Energy | Closed | – | – | 1 | 1 | 0 | $8.00K | $0.00 | +160.2% | Apr 6, 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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| AMZNAmazon.com, Inc. | Self | Buy | $1K–$15K | Apr 6, 2020 | Apr 27, 2020 | 21d | +145.9% | -38.1% | |
| QCOMQUALCOMM Incorporated | Self | Buy | $1K–$15K | Apr 6, 2020 | Apr 27, 2020 | 21d | +128.4% | -55.5% | |
| VZVerizon Communications Inc. | Self | Buy | $1K–$15K | Apr 6, 2020 | Apr 27, 2020 | 21d | -20.5% | -204.5% | |
| DISWalt Disney Company | Self | Buy | $1K–$15K | Apr 6, 2020 | Apr 27, 2020 | 21d | +13.6% | -170.4% | |
| AAPLApple Inc. | Self | Buy | $1K–$15K | Apr 6, 2020 | Apr 27, 2020 | 21d | +415.6% | +231.6% | |
| CVXChevron Corporation | Self | Buy | $1K–$15K | Apr 6, 2020 | Apr 27, 2020 | 21d | +183.5% | -0.5% | |
| KOCoca-CoLa Company | Self | Buy | $1K–$15K | Apr 6, 2020 | Apr 27, 2020 | 21d | +105.4% | -78.6% | |
| DALDelta Air Lines, Inc. | Self | Buy | $1K–$15K | Apr 6, 2020 | Apr 27, 2020 | 21d | +273.7% | +89.8% | |
| XOMExxon Mobil Corporation | Self | Buy | $1K–$15K | Apr 6, 2020 | Apr 27, 2020 | 21d | +344.1% | +160.2% | |
| GEGeneral Electric Company | Self | Buy | $1K–$15K | Apr 6, 2020 | Apr 27, 2020 | 21d | +776.2% | +592.3% | |
| MAMastercard Incorporated | Self | Buy | $1K–$15K | Apr 6, 2020 | Apr 27, 2020 | 21d | +147.6% | -36.4% | |
| MSFTMicrosoft Corporation | Self | Buy | $1K–$15K | Apr 6, 2020 | Apr 27, 2020 | 21d | +206.8% | +22.9% | |
| Onspira Therapeutics, IncPrivate Stock | Self | Sell (Partial) | $15K–$50K | Jan 8, 2020 | Feb 27, 2020 | 50d late | – | – | |
| OTH Holding, LLCPrivate Interest | Self | Exchange | $1K–$15K | Jan 8, 2020 | Feb 27, 2020 | 50d late | – | – | |
| NexEOs Diagnostics, IncPrivate Stock | Spouse | Buy | $15K–$50K | Sep 25, 2019 | Oct 21, 2019 | 26d | – | – |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Susan W. Brooks (R-IN-5), a former Republican member of the House, has disclosed 30 trades since 2013: 25 purchases worth about $298.01K and 4 sales worth about $190.50K, in 13 stocks. Most traded: ALDX, AAPL, AMZN. As a portfolio, their stock holdings and trades returned -0.8% from May 2014, against +97.0% for the S&P 500. Trades took a median 22 days to be disclosed; 6 came late.
As a portfolio, their stock holdings and trades returned -0.8% from May 2014 to November 2026, against +97.0% for the S&P 500, with a largest fall of -31.1%. 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 22 days to be disclosed. 6 of 30 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.