William L. Owens (D-NY-21), a former Democratic member of the House, has disclosed 59 trades since 2014: 15 purchases worth about $501.01K and 44 sales worth about $376.52K, in 28 stocks. Most traded: BAC, BNEFF, NFLX. As a portfolio, their stock holdings and trades returned -15.4% from Jan 2014, against +11.5% for the S&P 500. Trades took a median 2 days to be disclosed; 0 came late.
William L. Owens’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since January 2014: -15.4%, against +11.5% for SPY; the largest fall on the way was -25.5%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| William L. Owens | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| William L. Owens | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| William L. Owens | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| William L. Owens | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| William L. Owens | Jan 2014 | -15.4% | +11.5% | -26.9% | – | -25.5% | -0.81 | 1.01 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NFLXNetflix Inc | Technology | Closed | – | – | 3 | 1 | 2 | $32.50K | $40.50K | +603.3% | Sep 8, 2014 |
| BACBank Of America Corp /De/ | Financial Services | Closed | – | – | 3 | 1 | 2 | $32.50K | $16.00K | -117.0% | Sep 8, 2014 |
| HBAYFHudsons Bay Co Common Shares | – | Closed | – | – | 2 | 2 | 0 | $40.50K | $0.00 | – | Sep 8, 2014 |
| NVSNovartis Ag | Healthcare | Closed | – | – | 2 | 1 | 1 | $32.50K | $8.00K | -181.4% | Sep 8, 2014 |
| TWXTIME WARNER INC. | Communication Services | Closed | – | – | 1 | 1 | 0 | $32.50K | $0.00 | – | Jul 23, 2014 |
| BNEFFBonterra Energy Corp. Ordinary Shares | – | Closed | – | – | 3 | 2 | 1 | $16.00K | $8.00K | – | Sep 8, 2014 |
| PGENPrecigen, Inc. | Healthcare | Closed | – | – | 3 | 1 | 2 | $8.00K | $16.00K | -388.5% | Sep 8, 2014 |
| AVAAvista Corp | Utilities | Closed | – | – | 2 | 0 | 2 | $0.00 | $16.00K | – | Sep 8, 2014 |
| BMOBank Of Montreal /Can/ | Financial Services | Closed | – | – | 2 | 0 | 2 | $0.00 | $16.00K | – | Sep 8, 2014 |
| BNSBank Of Nova Scotia | Financial Services | Closed | – | – | 2 | 0 | 2 | $0.00 | $16.00K | – | Sep 8, 2014 |
| DUKDuke Energy CORP | Utilities | Closed | – | – | 2 | 0 | 2 | $0.00 | $16.00K | – | Sep 8, 2014 |
| INTCIntel Corp | Technology | Closed | – | – | 2 | 0 | 2 | $0.00 | $16.00K | – | Sep 8, 2014 |
| JLLJones Lang Lasalle Inc | Real Estate | Closed | – | – | 2 | 0 | 2 | $0.00 | $16.00K | – | Sep 8, 2014 |
| JNJJohnson & Johnson | Healthcare | Closed | – | – | 2 | 0 | 2 | $0.00 | $16.00K | – | Sep 8, 2014 |
| KMBKimberly Clark Corp | Consumer Staples | Closed | – | – | 2 | 0 | 2 | $0.00 | $16.00K | – | Sep 8, 2014 |
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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| VIVSOrganovo Holdings, Inc. (ONVO) | Self | Buy | $1K–$15K | Nov 6, 2014 | Nov 13, 2014 | 7d | -100.0% | -370.2% | |
| MOAltria Group, Inc. | Self | Sell | $1K–$15K | Sep 8, 2014 | Sep 10, 2014 | 2d | +77.5% | -197.5% | |
| HBAYFHudsons Bay Co Common Shares | Self | Buy | $15K–$50K | Sep 8, 2014 | Sep 10, 2014 | 2d | – | – | |
| INTCIntel Corporation | Self | Sell | $1K–$15K | Sep 8, 2014 | Sep 10, 2014 | 2d | +69.7% | -205.2% | |
| PGENIntrexon Corporation (XON) | Self | Sell | $1K–$15K | Sep 8, 2014 | Sep 10, 2014 | 2d | -70.4% | -345.4% | |
| JNJJohnson & Johnson | Self | Sell | $1K–$15K | Sep 8, 2014 | Sep 10, 2014 | 2d | +160.1% | -114.9% | |
| JLLJones Lang Lasalle Incorporated | Self | Sell | $1K–$15K | Sep 8, 2014 | Sep 10, 2014 | 2d | +185.5% | -89.5% | |
| KMBKiMbErly-Clark Corporation | Self | Sell | $1K–$15K | Sep 8, 2014 | Sep 10, 2014 | 2d | +5.5% | -269.4% | |
| NFLXNetflix, Inc. | Self | Sell | $15K–$50K | Sep 8, 2014 | Sep 10, 2014 | 2d | +810.1% | +535.1% | |
| NVSNovartis Ag | Self | Sell | $1K–$15K | Sep 8, 2014 | Sep 10, 2014 | 2d | +93.2% | -181.8% | |
| PEPPepsico, Inc. | Self | Sell | $1K–$15K | Sep 8, 2014 | Sep 10, 2014 | 2d | +52.9% | -222.1% | |
| SGENSeattle Genetics, Inc. | Self | Sell | $1K–$15K | Sep 8, 2014 | Sep 10, 2014 | 2d | – | – | |
| TAT&T Inc. | Self | Sell | $1K–$15K | Sep 8, 2014 | Sep 10, 2014 | 2d | -18.9% | -293.9% | |
| SOSouthern Company | Self | Sell | $1K–$15K | Sep 8, 2014 | Sep 10, 2014 | 2d | +112.3% | -162.6% | |
| SYYSysco Corporation | Self | Sell | $1K–$15K | Sep 8, 2014 | Sep 10, 2014 | 2d | +110.9% | -164.1% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
William L. Owens (D-NY-21), a former Democratic member of the House, has disclosed 59 trades since 2014: 15 purchases worth about $501.01K and 44 sales worth about $376.52K, in 28 stocks. Most traded: BAC, BNEFF, NFLX. As a portfolio, their stock holdings and trades returned -15.4% from Jan 2014, against +11.5% for the S&P 500. Trades took a median 2 days to be disclosed; 0 came late.
As a portfolio, their stock holdings and trades returned -15.4% from January 2014 to November 2026, against +11.5% for the S&P 500, with a largest fall of -25.5%. 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 2 days to be disclosed. 0 of 59 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.