William R. Timmons IV (R-SC-4), a current Republican member of the House, has disclosed 19 trades since 2020: 5 purchases worth about $107.00K and 14 sales worth about $112.01K, in 15 stocks. Most traded: AMZN, CRM, JNJ. As a portfolio, their stock holdings and trades returned +98.9% from May 2020, against +147.2% for the S&P 500. Trades took a median 39 days to be disclosed; 5 came late.
William R. Timmons IV’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since May 2020: +98.9%, against +147.2% for SPY; the largest fall on the way was -30.6%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| William R. Timmons IV | Nov 2025 | -4.9% | +10.1% | -15.0% | – | -25.1% | -0.12 | 0.80 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| William R. Timmons IV | Nov 2023 | +29.7% | +72.6% | -43.0% | +9.1% | -25.1% | 0.55 | 0.87 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| William R. Timmons IV | Nov 2021 | +13.6% | +61.1% | -47.5% | +2.6% | -30.6% | 0.23 | 0.90 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| William R. Timmons IV | Jan 2026 | -6.2% | +10.1% | -16.3% | – | -25.1% | -0.20 | 0.84 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| William R. Timmons IV | May 2020 | +98.9% | +147.2% | -48.3% | +11.3% | -30.6% | 0.64 | 0.90 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SPCXSpace Exploration Technologies Corp | Industrials | $53.13K | 34.9% | -29.2% | 1 | 1 | 0 | $75.00K | $0.00 | -28.8% | Jun 15, 2026 |
| CVXChevron Corp | Energy | $20.30K | 13.3% | +153.7% | 1 | 0 | 1 | $0.00 | $8.00K | – | Jun 29, 2020 |
| GILDGilead Sciences, Inc. | Healthcare | $19.99K | 13.1% | +149.8% | 1 | 0 | 1 | $0.00 | $8.00K | – | Jun 29, 2020 |
| MSFTMicrosoft Corp | Technology | $19.44K | 12.8% | +143.0% | 1 | 0 | 1 | $0.00 | $8.00K | – | Jun 29, 2020 |
| METAMeta Platforms, Inc. | Technology | $18.58K | 12.2% | +132.2% | 1 | 0 | 1 | $0.00 | $8.00K | – | Jun 29, 2020 |
| SFSTSouthern First Bancshares Inc | Financial Services | $18.00K | 11.8% | +125.0% | 1 | 0 | 1 | $0.00 | $8.00K | – | Jun 29, 2020 |
| NKENIKE, Inc. | Consumer Discretionary | $2.94K | 1.9% | -63.3% | 1 | 0 | 1 | $0.00 | $8.00K | – | Jun 29, 2020 |
| AMZNAmazon Com Inc | Consumer Discretionary | Closed | – | – | 2 | 1 | 1 | $8.00K | $8.00K | -43.7% | Jun 29, 2020 |
| CRMSalesforce, Inc. | Technology | Closed | – | – | 2 | 1 | 1 | $8.00K | $8.00K | -123.4% | Jun 29, 2020 |
| JNJJohnson & Johnson | Healthcare | Closed | – | – | 2 | 1 | 1 | $8.00K | $8.00K | -64.1% | Jun 29, 2020 |
| WMTWalmart Inc. | Consumer Staples | Closed | – | – | 2 | 1 | 1 | $8.00K | $8.00K | +61.4% | Jun 29, 2020 |
| AAPLApple Inc. | Technology | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Jun 29, 2020 |
| ABBVAbbVie Inc. | Healthcare | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Jun 29, 2020 |
| BACBank Of America Corp /De/ | Financial Services | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Jun 29, 2020 |
| SBUXStarbucks Corp | Consumer Discretionary | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | May 28, 2020 |
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.
Trades by the month they were made: purchases above the line, sales below.
| Owner | Type | Filing | |||||||
|---|---|---|---|---|---|---|---|---|---|
| SPCXSpaceX | Self | Buy | $50K–$100K | Jun 15, 2026 | Jul 19, 2026 | 34d | -29.2% | -28.8% | |
| ABBVABBVie Inc. | Spouse | Sell | $1K–$15K | Jun 29, 2020 | Aug 7, 2020 | 39d | +199.6% | +52.6% | |
| JNJJohnson & Johnson | Spouse | Buy | $1K–$15K | May 28, 2020 | Aug 7, 2020 | 71d late | +84.1% | -64.1% | |
| MSFTMicrosoft Corporation | Spouse | Sell | $1K–$15K | Jun 29, 2020 | Aug 7, 2020 | 39d | +155.6% | +8.5% | |
| NKENike, Inc. | Spouse | Sell | $1K–$15K | Jun 29, 2020 | Aug 7, 2020 | 39d | -59.2% | -206.2% | |
| CRMSalesforce.com Inc | Spouse | Sell | $1K–$15K | Jun 29, 2020 | Aug 7, 2020 | 39d | +23.4% | -123.7% | |
| CRMSalesforce.com Inc | Spouse | Buy | $1K–$15K | May 28, 2020 | Aug 7, 2020 | 71d late | +24.9% | -123.4% | |
| SFSTSouthern First Bancshares, Inc. | Spouse | Sell | $1K–$15K | Jun 29, 2020 | Aug 7, 2020 | 39d | +124.7% | -22.3% | |
| SBUXStarbucks Corporation | Spouse | Sell | $1K–$15K | May 28, 2020 | Aug 7, 2020 | 71d late | +32.9% | -115.3% | |
| WMTWalmart Inc. | Spouse | Buy | $1K–$15K | May 28, 2020 | Aug 7, 2020 | 71d late | +209.7% | +61.4% | |
| WMTWalmart Inc. | Spouse | Sell | $1K–$15K | Jun 29, 2020 | Aug 7, 2020 | 39d | +221.7% | +74.7% | |
| AMZNAmazon.com, Inc. | Spouse | Sell | $1K–$15K | Jun 29, 2020 | Aug 7, 2020 | 39d | +83.3% | -63.8% | |
| AMZNAmazon.com, Inc. | Spouse | Buy | $1K–$15K | May 28, 2020 | Aug 7, 2020 | 71d late | +104.6% | -43.7% | |
| AAPLApple Inc. | Spouse | Sell | $1K–$15K | Jun 29, 2020 | Aug 7, 2020 | 39d | +274.1% | +127.0% | |
| BACBank of America Corporation | Spouse | Sell | $1K–$15K | Jun 29, 2020 | Aug 7, 2020 | 39d | +111.9% | -35.2% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
William R. Timmons IV (R-SC-4), a current Republican member of the House, has disclosed 19 trades since 2020: 5 purchases worth about $107.00K and 14 sales worth about $112.01K, in 15 stocks. Most traded: AMZN, CRM, JNJ. As a portfolio, their stock holdings and trades returned +98.9% from May 2020, against +147.2% for the S&P 500. Trades took a median 39 days to be disclosed; 5 came late.
Rebuilt from their latest annual report and the trades they disclosed since, William R. Timmons IV still holds 7 stocks; the largest are SPCX (about $53.13K), CVX (about $20.30K), GILD (about $19.99K), MSFT (about $19.44K), META (about $18.58K). Options, funds and private holdings are not in this estimate.
As a portfolio, their stock holdings and trades returned +98.9% from May 2020 to November 2026, against +147.2% for the S&P 500, with a largest fall of -30.6%. 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 39 days to be disclosed. 5 of 19 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.