Suzan K. DelBene (D-WA-1), a current Democratic member of the House, has disclosed 852 trades since 2013: 459 purchases worth about $176.76M and 392 sales worth about $165.28M, in 59 stocks. Most traded: MSFT, SPWR, ERII. As a portfolio, their stock holdings and trades returned +680.5% from May 2014, against +296.0% for the S&P 500. Trades took a median 24 days to be disclosed; 23 came late.
Suzan K. DelBene’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: +680.5%, against +296.0% for SPY; the largest fall on the way was -34.2%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Suzan K. DelBene | Nov 2025 | -20.8% | +10.1% | -30.9% | – | -31.0% | -1.02 | 0.50 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Suzan K. DelBene | Nov 2023 | +14.8% | +72.6% | -57.8% | +4.7% | -34.2% | 0.32 | 0.86 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Suzan K. DelBene | Nov 2021 | +31.6% | +61.1% | -29.5% | +5.6% | -34.2% | 0.35 | 1.01 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Suzan K. DelBene | Jan 2026 | -13.4% | +10.1% | -23.5% | – | -26.2% | -0.72 | 0.46 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Suzan K. DelBene | May 2014 | +680.5% | +296.0% | +384.5% | +17.9% | -34.2% | 0.81 | 1.08 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Technology | Closed | – | – | 62 | 39 | 23 | $82.48M | $86.83M | +262.5% | Aug 31, 2024 |
| BRK-BBerkshire Hathaway Inc | Financial Services | Closed | – | – | 1 | 0 | 1 | $0.00 | $750.00K | – | Dec 23, 2013 |
| SPWRSUNPOWER CORP | Technology | Closed | – | – | 8 | 4 | 4 | $99.00K | $105.50K | – | Jun 9, 2016 |
| GLPGlobal Partners Lp | Energy | Closed | – | – | 1 | 0 | 1 | $0.00 | $175.00K | – | Oct 31, 2014 |
| MNManning & Napier, Inc. | Financial Services | Closed | – | – | 1 | 0 | 1 | $0.00 | $175.00K | – | Oct 25, 2019 |
| XYLXylem Inc. | Industrials | Closed | – | – | 3 | 2 | 1 | $65.00K | $75.00K | -88.0% | Jun 9, 2016 |
| HASIHA Sustainable Infrastructure Capital, Inc. | Financial Services | Closed | – | – | 2 | 1 | 1 | $32.50K | $75.00K | -112.6% | Jun 9, 2016 |
| AYIAcuity Inc. (De) | Industrials | Closed | – | – | 6 | 2 | 4 | $40.50K | $56.50K | -118.9% | Jun 9, 2016 |
| SUNESUNation Energy, Inc. | Industrials | Closed | – | – | 6 | 4 | 2 | $56.50K | $40.50K | -381.3% | Feb 19, 2016 |
| RAVNRAVEN INDUSTRIES INC | – | Closed | – | – | 4 | 3 | 1 | $48.50K | $32.50K | – | Jun 9, 2016 |
| WOLFWolfspeed, Inc. | Technology | Closed | – | – | 4 | 2 | 2 | $40.50K | $40.50K | – | Oct 9, 2014 |
| ERIIEnergy Recovery, Inc. | Industrials | Closed | – | – | 7 | 3 | 4 | $48.50K | $32.00K | -222.9% | Mar 9, 2015 |
| ELRCELECTRO RENT CORP | – | Closed | – | – | 1 | 0 | 1 | $0.00 | $75.00K | – | Aug 11, 2016 |
| BMIBadger Meter Inc | Industrials | Closed | – | – | 3 | 1 | 2 | $32.50K | $40.50K | +222.7% | Jun 9, 2016 |
| BWABorgwarner Inc | Industrials | Closed | – | – | 3 | 2 | 1 | $40.50K | $32.50K | -284.0% | Jun 9, 2016 |
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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Black Belt Energy Gas Dist Ala Gas 05.00% 12/01/2035 Proj Rev BDS Ser. 2025 FBond | Joint | Buy | $250K–$500K | Oct 14, 2026 | Oct 28, 2026 | 14d | – | – | |
| Tennessee Energy Ac 5% Edr Idr Due 12/01/35Bond | Joint | Sell | $250K–$500K | Oct 14, 2026 | Oct 28, 2026 | 14d | – | – | |
| Black Belt Energy Gas Dist Ala Gas 05.00% 10/01/2032 Proj Rev BDS Ser. 2026 M-1Bond | Joint | Buy | $250K–$500K | Sep 18, 2026 | Oct 14, 2026 | 26d | – | – | |
| Triborough Bridge & 4% SPL Tax Due 11/15/31Bond | Joint | Sell | $250K–$500K | Sep 18, 2026 | Oct 14, 2026 | 26d | – | – | |
| TX Trans Commn TPK 5% Tran Due 08/15/42Bond | Joint | Buy | $15K–$50K | Sep 24, 2026 | Oct 14, 2026 | 20d | – | – | |
| Washington ST 5% Go Utx Due 08/01/30Bond | Joint | Sell (Partial) | $15K–$50K | Sep 18, 2026 | Oct 14, 2026 | 26d | – | – | |
| Boulder Larimer & Weld CNTYS Colo ST 05.00000% 12/15/2027 Vrain VY SCH Dist Gen ObligBond | Joint | Buy | $250K–$500K | Sep 3, 2026 | Sep 30, 2026 | 27d | – | – | |
| California CMNTY Choice Fing Auth 5.00% Due Oct 1, 2056Bond | Joint | Sell | $250K–$500K | Sep 3, 2026 | Sep 30, 2026 | 27d | – | – | |
| Central VY Energy Auth Calif Commodity 5.00% Due Aug 1, 2034Bond | Joint | Buy | $250K–$500K | Sep 14, 2026 | Sep 30, 2026 | 16d | – | – | |
| San Joaquin VY Calif Clean Energy Auth 5.50 % Due Jan 1, 2056Bond | Joint | Buy | $250K–$500K | Sep 3, 2026 | Sep 30, 2026 | 27d | – | – | |
| San Joaquin VY Calif Clean Energy Auth 5.50% Due Jan 1, 2056Bond | Joint | Sell | $250K–$500K | Sep 14, 2026 | Sep 30, 2026 | 16d | – | – | |
| New York NY City Transitional Fin 5.00% Due Nov 1, 2037Bond | Joint | Buy | $15K–$50K | Aug 20, 2026 | Sep 14, 2026 | 25d | – | – | |
| California CMNTY Choice Fing Auth 5.00 % Due Oct 1, 2056Bond | Joint | Buy | $250K–$500K | Aug 6, 2026 | Aug 21, 2026 | 15d | – | – | |
| Southeast Energy Auth Coop Dist Ala 5.00% Due Sep 1, 2035Bond | Joint | Sell | $250K–$500K | Aug 6, 2026 | Aug 21, 2026 | 15d | – | – | |
| Washington ST 5% Go Utx Due 08/01/30Bond | Joint | Buy | $250K–$500K | Aug 7, 2026 | Aug 21, 2026 | 14d | – | – |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Suzan K. DelBene (D-WA-1), a current Democratic member of the House, has disclosed 852 trades since 2013: 459 purchases worth about $176.76M and 392 sales worth about $165.28M, in 59 stocks. Most traded: MSFT, SPWR, ERII. As a portfolio, their stock holdings and trades returned +680.5% from May 2014, against +296.0% for the S&P 500. Trades took a median 24 days to be disclosed; 23 came late.
None of the stocks Suzan K. DelBene disclosed is still held in their latest annual report and the trades on file since.
As a portfolio, their stock holdings and trades returned +680.5% from May 2014 to November 2026, against +296.0% for the S&P 500, with a largest fall of -34.2%. 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 24 days to be disclosed. 23 of 852 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.