Tom Price (R-GA-6), a former Republican member of the House, has disclosed 277 trades since 2014: 157 purchases worth about $2.40M and 120 sales worth about $1.61M, in 93 stocks. Most traded: CNS, WFC, CCI. As a portfolio, their stock holdings and trades returned +15.6% from Oct 2014, against +20.1% for the S&P 500. Trades took a median 24 days to be disclosed; 2 came late.
Tom Price’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since October 2014: +15.6%, against +20.1% for SPY; the largest fall on the way was -21.2%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Tom Price | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Tom Price | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Tom Price | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Tom Price | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Tom Price | Oct 2014 | +15.6% | +20.1% | -4.5% | +6.5% | -21.2% | 0.48 | 1.06 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CNSCohen & Steers, Inc. | Financial Services | Closed | – | – | 15 | 6 | 9 | $146.00K | $237.00K | -143.7% | Apr 14, 2016 |
| WFCWells Fargo & Company/Mn | Financial Services | Closed | – | – | 9 | 5 | 4 | $198.50K | $99.00K | -202.3% | Feb 26, 2016 |
| GLDICredit Suisse Ag | Financial Services | Closed | – | – | 2 | 2 | 0 | $83.00K | $0.00 | -312.9% | Feb 26, 2016 |
| ATMPBarclays Bank Plc | Financial Services | Closed | – | – | 1 | 1 | 0 | $75.00K | $0.00 | -176.3% | Jan 22, 2016 |
| IEFAiShares Core MSCI EAFE ETF | – | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Dec 14, 2015 |
| PRXLPAREXEL INTERNATIONAL CORP | Healthcare | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Jan 29, 2015 |
| CCICrown Castle Inc. | Real Estate | Closed | – | – | 3 | 2 | 1 | $16.00K | $8.00K | -275.5% | Mar 17, 2016 |
| ENSEnerSys | Industrials | Closed | – | – | 3 | 1 | 2 | $8.00K | $16.00K | -106.8% | Mar 31, 2016 |
| FLFOOT LOCKER INC | Consumer Discretionary | Closed | – | – | 3 | 2 | 1 | $16.00K | $8.00K | – | Mar 31, 2016 |
| HONHoneywell International Inc | Industrials | Closed | – | – | 3 | 2 | 1 | $16.00K | $8.00K | -133.7% | Mar 17, 2016 |
| JPMJpmorgan Chase & Co | Financial Services | Closed | – | – | 3 | 2 | 1 | $16.00K | $8.00K | +206.5% | Mar 17, 2016 |
| KSKAPSTONE PAPER & PACKAGING CORP | Basic Materials | Closed | – | – | 3 | 0 | 3 | $0.00 | $24.00K | – | Mar 17, 2016 |
| OKEOneok Inc /New/ | Energy | Closed | – | – | 3 | 2 | 1 | $16.00K | $8.00K | -196.7% | Mar 17, 2016 |
| PIIPolaris Inc. | Consumer Discretionary | Closed | – | – | 3 | 1 | 2 | $8.00K | $16.00K | -321.0% | Mar 17, 2016 |
| UNPUnion Pacific Corp | Industrials | Closed | – | – | 3 | 0 | 3 | $0.00 | $24.00K | – | Mar 17, 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; 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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Pear Tree Polaris Frgn Value InstlOther | Self | Sell | $1K–$15K | Aug 4, 2016 | Sep 12, 2016 | 39d | – | – | |
| Pear Tree Polaris Frgn Value InstlOther | Self | Sell | $15K–$50K | Aug 4, 2016 | Sep 12, 2016 | 39d | – | – | |
| Victory Global Natural Resources YOther | Self | Sell | $1K–$15K | Aug 4, 2016 | Sep 12, 2016 | 39d | – | – | |
| Pear Tree Polaris Frgn Value InstlOther | Self | Sell | $15K–$50K | Aug 4, 2016 | Sep 12, 2016 | 39d | – | – | |
| Victory Global Natural Resources YOther | Self | Sell | $1K–$15K | Aug 4, 2016 | Sep 12, 2016 | 39d | – | – | |
| Pear Tree Polaris Frgn Value InstlOther | Self | Sell | $1K–$15K | Aug 4, 2016 | Sep 12, 2016 | 39d | – | – | |
| Victory Global Natural Resources YOther | Self | Sell | $1K–$15K | Aug 4, 2016 | Sep 12, 2016 | 39d | – | – | |
| Innate Immunotherapeutics, Ltd.Other | Self | Buy | $50K–$100K | Aug 31, 2016 | Sep 12, 2016 | 12d | – | – | |
| CNSCohen & Steers Instl Realty Shares | Self | Buy | $15K–$50K | Apr 14, 2016 | May 11, 2016 | 27d | +80.4% | -181.2% | |
| CNSCohen & Steers Realty Shares | Self | Sell | $15K–$50K | Apr 14, 2016 | May 11, 2016 | 27d | +80.4% | -181.2% | |
| Lord Abbett Intermed Tax Free ClassOther | Self | Sell | $1K–$15K | Mar 2, 2016 | Apr 15, 2016 | 44d | – | – | |
| BMYBristol Myers Squibb Co | Self | Buy | $1K–$15K | Mar 17, 2016 | Apr 15, 2016 | 29d | +2.5% | -265.0% | |
| DHRDanaher Corporation | Self | Sell | $1K–$15K | Mar 17, 2016 | Apr 15, 2016 | 29d | +262.7% | -4.9% | |
| LLYEli Lilly and Co | Self | Buy | $1K–$15K | Mar 17, 2016 | Apr 15, 2016 | 29d | +1,944.9% | +1,677.4% | |
| Lowes Company IncOther | Self | Buy | $1K–$15K | Mar 17, 2016 | Apr 15, 2016 | 29d | – | – |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Tom Price (R-GA-6), a former Republican member of the House, has disclosed 277 trades since 2014: 157 purchases worth about $2.40M and 120 sales worth about $1.61M, in 93 stocks. Most traded: CNS, WFC, CCI. As a portfolio, their stock holdings and trades returned +15.6% from Oct 2014, against +20.1% for the S&P 500. Trades took a median 24 days to be disclosed; 2 came late.
As a portfolio, their stock holdings and trades returned +15.6% from October 2014 to November 2026, against +20.1% for the S&P 500, with a largest fall of -21.2%. 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. 2 of 277 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.