TJ Cox (D-CA-21), a former Democratic member of the House, has disclosed 2 trades since 2019: 0 purchases worth about $0.00 and 2 sales worth about $925.00K, in 0 stocks. As a portfolio, their stock holdings and trades returned +8.7% from Nov 2019, against +19.8% for the S&P 500. Trades took a median 33 days to be disclosed; 0 came late.
TJ Cox’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since November 2019: +8.7%, against +19.8% for SPY; the largest fall on the way was -30.5%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| TJ Cox | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| TJ Cox | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| TJ Cox | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| TJ Cox | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| TJ Cox | Nov 2019 | +8.7% | +19.8% | -11.1% | +7.8% | -30.5% | 0.41 | 0.71 |
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.
Trades by the month they were made: purchases above the line, sales below.
| Owner | Type | Filing | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Metallic Minerals Corp.Other | Self | Sell (Partial) | $100K–$250K | Aug 17, 2020 | Sep 22, 2020 | 36d | – | – | |
| Central Valley NMTC Fund, LLCPrivate Interest | Self | Sell | $500K–$1M | Oct 28, 2019 | Nov 27, 2019 | 30d | – | – |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
TJ Cox (D-CA-21), a former Democratic member of the House, has disclosed 2 trades since 2019: 0 purchases worth about $0.00 and 2 sales worth about $925.00K, in 0 stocks. As a portfolio, their stock holdings and trades returned +8.7% from Nov 2019, against +19.8% for the S&P 500. Trades took a median 33 days to be disclosed; 0 came late.
As a portfolio, their stock holdings and trades returned +8.7% from November 2019 to November 2026, against +19.8% for the S&P 500, with a largest fall of -30.5%. 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 33 days to be disclosed. 0 of 2 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.