Tom Rice (R-SC-7), a former Republican member of the House, has disclosed 17 trades since 2018: 7 purchases worth about $247.50K and 10 sales worth about $129.01K, in 7 stocks. Most traded: GE, INMD, SHOP. As a portfolio, their stock holdings and trades returned +27.4% from Jul 2019, against +26.3% for the S&P 500. Trades took a median 7 days to be disclosed; 0 came late.
Tom Rice’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since July 2019: +27.4%, against +26.3% for SPY; the largest fall on the way was -48.3%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Tom Rice | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Tom Rice | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Tom Rice | Nov 2021 | -35.2% | -18.4% | -16.8% | -31.1% | -48.3% | -1.00 | 1.16 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Tom Rice | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Tom Rice | Jul 2019 | +27.4% | +26.3% | +1.0% | +7.3% | -48.3% | 0.38 | 1.04 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| XOMExxonMobil Holdings Corp | Energy | Closed | – | – | 2 | 1 | 1 | $32.50K | $32.50K | +155.1% | Mar 13, 2020 |
| GEGeneral Electric Co | Industrials | Closed | – | – | 5 | 1 | 4 | $8.00K | $56.50K | +436.7% | Mar 23, 2020 |
| INMDInMode Ltd. | Healthcare | Closed | – | – | 3 | 1 | 2 | $8.00K | $16.00K | -185.8% | Feb 24, 2020 |
| SHOPShopify Inc. | Technology | Closed | – | – | 2 | 1 | 1 | $8.00K | $8.00K | +222.4% | Feb 24, 2020 |
| TDYTeledyne Technologies Inc | Industrials | Closed | – | – | 2 | 1 | 1 | $8.00K | $8.00K | -49.3% | Feb 24, 2020 |
| BRK-BBerkshire Hathaway Inc | Financial Services | Closed | – | – | 1 | 1 | 0 | $8.00K | $0.00 | -11.3% | Dec 18, 2018 |
| FDXFedex Corp | Industrials | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Dec 18, 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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| US Treasury BillBond | Self | Buy | $100K–$250K | Sep 19, 2022 | Sep 28, 2022 | 9d | – | – | |
| GEGeneral Electric Company | Self | Sell | $1K–$15K | Mar 23, 2020 | Apr 23, 2020 | 31d | +937.1% | +699.7% | |
| GEGeneral Electric Company | Self | Sell | $1K–$15K | Mar 23, 2020 | Apr 23, 2020 | 31d | +937.1% | +699.7% | |
| XOMExxon Mobil Corporation | Self | Buy | $15K–$50K | Mar 9, 2020 | Mar 16, 2020 | 7d | +329.4% | +155.1% | |
| XOMExxon Mobil Corporation | Self | Sell | $15K–$50K | Mar 13, 2020 | Mar 16, 2020 | 3d | +371.5% | +192.2% | |
| GEGeneral Electric Company | Self | Sell | $15K–$50K | Mar 10, 2020 | Mar 16, 2020 | 6d | +615.9% | +455.2% | |
| GEGeneral Electric Company | Self | Sell | $1K–$15K | Feb 24, 2020 | Mar 2, 2020 | 7d | +434.3% | +301.0% | |
| INMDInMode Ltd. - Ordinary Shares | Self | Sell | $1K–$15K | Feb 24, 2020 | Mar 2, 2020 | 7d | -23.8% | -157.0% | |
| INMDInMode Ltd. - Ordinary Shares | Self | Sell | $1K–$15K | Feb 24, 2020 | Mar 2, 2020 | 7d | -23.8% | -157.0% | |
| SHOPShopify Inc. Class A Subordinate Voting Shares | Self | Sell | $1K–$15K | Feb 24, 2020 | Mar 2, 2020 | 7d | +218.2% | +84.9% | |
| TDYTeledyne Technologies Incorporated | Self | Sell | $1K–$15K | Feb 24, 2020 | Mar 2, 2020 | 7d | +78.3% | -54.9% | |
| TDYTeledyne Technologies Incorporated | Self | Buy | $1K–$15K | Jan 8, 2020 | Jan 13, 2020 | 5d | +82.5% | -49.3% | |
| INMDInMode Ltd. - Ordinary Shares | Self | Buy | $1K–$15K | Nov 15, 2019 | Nov 19, 2019 | 4d | -44.6% | -185.8% | |
| GEGeneral Electric Company | Self | Buy | $1K–$15K | Aug 14, 2019 | Aug 16, 2019 | 2d | +601.6% | +436.7% | |
| SHOPShopify Inc. Class A Subordinate Voting Shares | Self | Buy | $1K–$15K | Jul 23, 2019 | Jul 24, 2019 | 1d | +373.1% | +222.4% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Tom Rice (R-SC-7), a former Republican member of the House, has disclosed 17 trades since 2018: 7 purchases worth about $247.50K and 10 sales worth about $129.01K, in 7 stocks. Most traded: GE, INMD, SHOP. As a portfolio, their stock holdings and trades returned +27.4% from Jul 2019, against +26.3% for the S&P 500. Trades took a median 7 days to be disclosed; 0 came late.
As a portfolio, their stock holdings and trades returned +27.4% from July 2019 to November 2026, against +26.3% for the S&P 500, with a largest fall of -48.3%. 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 7 days to be disclosed. 0 of 17 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.