Tom Malinowski (D-NJ-7), a former Democratic member of the House, has disclosed 384 trades since 2019: 192 purchases worth about $3.28M and 192 sales worth about $3.56M, in 84 stocks. Most traded: CSLT, AMRC, CDNA. As a portfolio, their stock holdings and trades returned +37.9% from Jan 2019, against +48.3% for the S&P 500. Trades took a median 430 days to be disclosed; 351 came late.
Tom Malinowski’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since January 2019: +37.9%, against +48.3% for SPY; the largest fall on the way was -43.6%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Tom Malinowski | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Tom Malinowski | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Tom Malinowski | Nov 2021 | -29.7% | -18.4% | -11.2% | -26.1% | -34.2% | -0.63 | 1.32 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Tom Malinowski | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Tom Malinowski | Jan 2019 | +37.9% | +48.3% | -10.4% | +8.4% | -43.6% | 0.41 | 1.11 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PTONPeloton Interactive, Inc. | Consumer Discretionary | Closed | – | – | 10 | 5 | 5 | $138.00K | $138.00K | -217.5% | May 11, 2021 |
| GFNGeneral Finance CORP | – | Closed | – | – | 8 | 1 | 7 | $8.00K | $223.00K | – | Apr 21, 2021 |
| EVBGEVERBRIDGE, INC. | Technology | Closed | – | – | 13 | 2 | 11 | $65.00K | $161.51K | – | Mar 12, 2021 |
| AMRCAmeresco, Inc. | Industrials | Closed | – | – | 13 | 4 | 9 | $56.50K | $145.50K | -158.1% | May 26, 2021 |
| EQIXEquinix Inc | Technology | Closed | – | – | 12 | 5 | 7 | $40.00K | $154.00K | -31.9% | Apr 1, 2020 |
| KKELLOGG CO | Consumer Staples | Closed | – | – | 7 | 2 | 5 | $65.00K | $113.50K | – | Mar 3, 2020 |
| CDNACareDx, Inc. | Healthcare | Closed | – | – | 13 | 6 | 7 | $72.50K | $105.00K | -64.1% | Mar 2, 2021 |
| YEXTYext, Inc. | Technology | Closed | – | – | 13 | 12 | 1 | $169.51K | $8.00K | -203.5% | Dec 8, 2020 |
| REGRegency Centers Corp | Real Estate | Closed | – | – | 5 | 3 | 2 | $97.50K | $65.00K | -118.6% | Mar 25, 2020 |
| BLBlackline, Inc. | Technology | Closed | – | – | 8 | 5 | 3 | $89.00K | $73.00K | -177.5% | Feb 17, 2021 |
| TDCTeradata Corp /De/ | Technology | Closed | – | – | 5 | 2 | 3 | $107.50K | $48.50K | -120.1% | Apr 26, 2021 |
| ANIKAnika Therapeutics, Inc. | Healthcare | Closed | – | – | 8 | 5 | 3 | $131.50K | $24.00K | -205.2% | Mar 2, 2020 |
| POSTPost Holdings, Inc. | Consumer Staples | Closed | – | – | 6 | 2 | 4 | $65.00K | $81.00K | -121.3% | Mar 10, 2020 |
| TSLATesla, Inc. | Consumer Discretionary | Closed | – | – | 6 | 3 | 3 | $73.00K | $73.00K | +2,076.6% | May 7, 2019 |
| DASHDoorDash, Inc. | Technology | Closed | – | – | 9 | 1 | 8 | $32.50K | $113.00K | -98.6% | May 18, 2021 |
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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| EGHT8x8 Inc | Self | Sell (Partial) | $15K–$50K | Mar 18, 2019 | Aug 26, 2021 | 892d late | -89.9% | -256.3% | |
| AMRCAmeresco, Inc. Class AOption | Self | Sell (Partial) | $1K–$15K | Nov 10, 2020 | Aug 26, 2021 | 289d late | – | – | |
| PTONPeloton Interactive, Inc. | Self | Sell (Partial) | $1K–$15K | Oct 24, 2019 | Aug 26, 2021 | 672d late | -75.2% | -225.6% | |
| PEPPepsico, Inc. | Self | Sell (Partial) | $15K–$50K | Jul 12, 2019 | Aug 26, 2021 | 776d late | +5.4% | -144.8% | |
| POOLPool Corporation | Self | Sell (Partial) | $15K–$50K | Jul 22, 2019 | Aug 26, 2021 | 766d late | +14.4% | -138.1% | |
| POOLPool Corporation | Self | Buy | $15K–$50K | Oct 17, 2019 | Aug 26, 2021 | 679d late | +0.8% | -150.5% | |
| POSTPost Holdings, Inc. | Self | Sell (Partial) | $15K–$50K | Nov 29, 2019 | Aug 26, 2021 | 636d late | +24.0% | -115.3% | |
| POSTPost Holdings, Inc. | Self | Sell (Partial) | $1K–$15K | Jan 28, 2019 | Aug 26, 2021 | 941d late | +41.4% | -143.8% | |
| POSTPost Holdings, Inc. | Self | Sell (Partial) | $1K–$15K | Feb 5, 2019 | Aug 26, 2021 | 933d late | +35.9% | -139.5% | |
| PROFProfound Medical Corp. - common stock | Self | Buy | $1K–$15K | Jan 14, 2020 | Aug 26, 2021 | 590d late | -46.8% | -176.5% | |
| PROFProfound Medical Corp. - common stock | Self | Buy | $1K–$15K | Jan 27, 2020 | Aug 26, 2021 | 577d late | -43.8% | -176.3% | |
| REGRegency Centers Corporation | Self | Buy | $15K–$50K | Nov 29, 2019 | Aug 26, 2021 | 636d late | +16.2% | -123.1% | |
| ANIKAnika Therapeutics Inc. | Self | Buy | $1K–$15K | Feb 27, 2020 | Aug 26, 2021 | 546d late | -52.8% | -205.6% | |
| REGRegency Centers Corporation | Self | Sell (Partial) | $15K–$50K | Oct 29, 2019 | Aug 26, 2021 | 667d late | +10.2% | -137.8% | |
| REGRegency Centers Corporation | Self | Buy | $15K–$50K | Mar 25, 2020 | Aug 26, 2021 | 519d late | +83.3% | -121.5% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Tom Malinowski (D-NJ-7), a former Democratic member of the House, has disclosed 384 trades since 2019: 192 purchases worth about $3.28M and 192 sales worth about $3.56M, in 84 stocks. Most traded: CSLT, AMRC, CDNA. As a portfolio, their stock holdings and trades returned +37.9% from Jan 2019, against +48.3% for the S&P 500. Trades took a median 430 days to be disclosed; 351 came late.
As a portfolio, their stock holdings and trades returned +37.9% from January 2019 to November 2026, against +48.3% for the S&P 500, with a largest fall of -43.6%. 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 430 days to be disclosed. 351 of 384 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.