Thomas J. Rooney (R-FL-17), a former Republican member of the House, has disclosed 776 trades since 2014: 538 purchases worth about $15.50M and 238 sales worth about $9.22M, in 148 stocks. Most traded: BKCC, FTAI, AGN. As a portfolio, their stock holdings and trades returned +19.0% from Jul 2014, against +24.8% for the S&P 500. Trades took a median 43 days to be disclosed; 371 came late.
Thomas J. Rooney’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since July 2014: +19.0%, against +24.8% for SPY; the largest fall on the way was -21.5%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Thomas J. Rooney | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Thomas J. Rooney | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Thomas J. Rooney | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Thomas J. Rooney | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Thomas J. Rooney | Jul 2014 | +19.0% | +24.8% | -5.8% | +4.0% | -21.5% | 0.36 | 0.94 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BKCCBlackRock Capital Investment Corp | – | Closed | – | – | 24 | 19 | 5 | $1.85M | $675.00K | – | Dec 27, 2018 |
| FTAIFTAI Aviation Ltd. | Industrials | Closed | – | – | 19 | 17 | 2 | $1.83M | $250.00K | +1,337.2% | Dec 27, 2018 |
| MICMacquarie Infrastructure Corp | Energy | Closed | – | – | 2 | 2 | 0 | $550.00K | $0.00 | – | Dec 27, 2018 |
| ARCCAres Capital Corp | Financial Services | Closed | – | – | 12 | 10 | 2 | $470.51K | $65.00K | -216.5% | Apr 30, 2018 |
| MFICMidCap Financial Investment Corp | Financial Services | Closed | – | – | 13 | 12 | 1 | $475.01K | $32.50K | -279.4% | Jun 7, 2017 |
| RITMRithm Capital Corp. | Financial Services | Closed | – | – | 6 | 6 | 0 | $440.50K | $0.00 | -264.3% | Nov 5, 2018 |
| ACREAres Commercial Real Estate Corp | Financial Services | Closed | – | – | 8 | 8 | 0 | $420.50K | $0.00 | -311.3% | Feb 9, 2017 |
| AGNAllergan plc | Healthcare | Closed | – | – | 13 | 8 | 5 | $180.00K | $138.00K | – | Apr 27, 2018 |
| AZOAutozone Inc | Consumer Discretionary | Closed | – | – | 9 | 6 | 3 | $146.00K | $48.50K | +91.6% | Dec 6, 2018 |
| WYWeyerhaeuser Co | Basic Materials | Closed | – | – | 12 | 9 | 3 | $96.50K | $91.00K | -274.0% | Dec 10, 2018 |
| BVBrightView Holdings, Inc. | Industrials | Closed | – | – | 4 | 2 | 2 | $107.50K | $65.00K | -186.9% | Dec 2, 2018 |
| CLBCore Laboratories Inc. /DE/ | Energy | Closed | – | – | 12 | 8 | 4 | $88.50K | $81.00K | -328.4% | Dec 10, 2018 |
| SLBSlb Limited/Nv | Energy | Closed | – | – | 8 | 5 | 3 | $89.00K | $73.00K | -255.4% | Nov 21, 2018 |
| UNHUnitedhealth Group Inc | Healthcare | Closed | – | – | 8 | 4 | 4 | $81.00K | $81.00K | -61.1% | Jan 12, 2018 |
| NXPINXP Semiconductors N.V. | Technology | Closed | – | – | 11 | 6 | 5 | $72.50K | $89.00K | -61.0% | May 24, 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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Amarillo Tex Wtrwks & Swr Sys Rev Rev Bds 2017 5% 4/1/27Bond | Self | Buy | $15K–$50K | Jan 2, 2019 | Feb 11, 2019 | 40d | – | – | |
| Fort Worth Tex Indpt Sch Dist Ultd Tax Ref And Sch Bldg Bds 2016 5% 2/15/27Bond | Self | Buy | $15K–$50K | Jan 2, 2019 | Feb 11, 2019 | 40d | – | – | |
| AMATApplied Materials, Inc. | Self | Sell | $15K–$50K | Dec 10, 2018 | Jan 14, 2019 | 35d | +996.1% | +811.2% | |
| FTAIFortress Transportation and Infrastructure Investors LLC Common Shares | Self | Buy | $100K–$250K | Dec 10, 2018 | Jan 14, 2019 | 35d | +1,462.0% | +1,277.2% | |
| Grosse Pointe Mich Unltd Tax Go Bds 2018 5% 10/1/24Bond | Self | Sell | $50K–$100K | Dec 10, 2018 | Jan 14, 2019 | 35d | – | – | |
| Grosse Pointe Mich Unltd Tax Go Bds 2018 5% 10/1/24Bond | Self | Buy | $50K–$100K | Dec 6, 2018 | Jan 14, 2019 | 39d | – | – | |
| MICMacquarie Infrastructure Corporation | Self | Buy | $100K–$250K | Dec 27, 2018 | Jan 14, 2019 | 18d | – | – | |
| Waukee Iowa Swr Rev Bds 2018C 5% 6/1/26Bond | Self | Sell | $50K–$100K | Dec 10, 2018 | Jan 14, 2019 | 35d | – | – | |
| WBTWelbilt, Inc. | Self | Sell | $15K–$50K | Dec 3, 2018 | Jan 14, 2019 | 42d | – | – | |
| WYWeyerhaeuser Company | Self | Sell | $50K–$100K | Dec 10, 2018 | Jan 14, 2019 | 35d | -17.2% | -202.0% | |
| AZOAUtoZone, Inc. | Self | Sell (Partial) | $15K–$50K | Dec 6, 2018 | Jan 14, 2019 | 39d | +274.6% | +95.8% | |
| BKCCBLackRock Capital Investment Corporation | Self | Buy | $250K–$500K | Dec 27, 2018 | Jan 14, 2019 | 18d | – | – | |
| BVBriGhtView Holdings, Inc. | Self | Sell | $15K–$50K | Dec 2, 2018 | Jan 14, 2019 | 43d | -4.0% | -176.8% | |
| CLBCore Laboratories N.V. | Self | Sell | $15K–$50K | Dec 10, 2018 | Jan 14, 2019 | 35d | -86.0% | -270.9% | |
| Dallas Cnty Iowa Go Cap Ln Nts 2018A 3% 6/1/26Bond | Self | Sell | $50K–$100K | Dec 10, 2018 | Jan 14, 2019 | 35d | – | – |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Thomas J. Rooney (R-FL-17), a former Republican member of the House, has disclosed 776 trades since 2014: 538 purchases worth about $15.50M and 238 sales worth about $9.22M, in 148 stocks. Most traded: BKCC, FTAI, AGN. As a portfolio, their stock holdings and trades returned +19.0% from Jul 2014, against +24.8% for the S&P 500. Trades took a median 43 days to be disclosed; 371 came late.
As a portfolio, their stock holdings and trades returned +19.0% from July 2014 to November 2026, against +24.8% for the S&P 500, with a largest fall of -21.5%. 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 43 days to be disclosed. 371 of 776 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.