Kathy Castor: stock trades

Democrat, Representative for FL's 14th district. Value ranges as filed, never exact figures.

Activity

Top sectors

Trades in companies we cover, by the company’s sector. Green is purchases, red is sales.

Financials56% of trades 37 trades: 31 purchases, 6 sales
Industrials20% of trades 13 trades: 7 purchases, 6 sales
Communication Services9% of trades 6 trades: 2 purchases, 4 sales
Technology8% of trades 5 trades: 3 purchases, 2 sales
Health Care6% of trades 4 trades: 2 purchases, 2 sales
Materials2% of trades 1 trades: 0 purchases, 1 sales

Would copying Kathy Castor’s trades have beaten the S&P 500?

Copying Kathy Castor’s disclosed holdings (starting from the holdings in each annual disclosure report once it was published, then adding purchases and taking off sales as each trade report became public, sized by the amounts reported, with call options counted as the stock until they expired) would have turned $10,000 on January 6, 2015 into $37,637 by November 2, 2026, against $45,946 in the S&P 500: +11.9% a year against +13.8%, with a beta of 0.87. Selling each purchase after 6 months instead would have made +10.9% a year. Six months after each report, the average share purchase was +3.4% against the S&P 500 (median +3.8%), and 60% beat it, well within what luck alone would produce. Measured from the trade date instead, the member’s own timing, the average was +2.5%. Reports arrived a median of 14 days after the trade. 1 purchase had already been sold in full by the time it was reported, so a follower could not copy it; the averages below still count every purchase.

Copying Kathy CastorS&P 500, buy and hold $10,000 copying Kathy Castor’s disclosed holdings from January 6, 2015, before costs and taxes, marked weekly. Each annual report resets the copy to the holdings it lists; each trade report then adds or reduces positions, sized by the middle of the amount band filed (a partial sale takes off its band but never more than half the position). Holdings before the first report in our records are unknown. Money not in a stock earns the Treasury bill rate.

Kathy Castor: trades against the S&P 500 afterwards
Measured	Trades counted	Average vs S&P 500	Median	Went the right way	t-statistic	Evidence
Purchases, 3 months after the report	45	−1.0%	−1.6%	31%	-0.95	No reliable evidence
Purchases, 6 months after the report	45	+3.4%	+3.8%	60%	1.81	No reliable evidence
Purchases, 3 months after the trade	45	+0.2%	−1.4%	44%	0.18	No reliable evidence
Purchases, 6 months after the trade	45	+2.5%	−0.3%	47%	1.35	No reliable evidence
Sales, 6 months after the report	21	−1.7%	−5.0%	62%	-0.55	No reliable evidence

Return a year, copying: +11.9%
S&P 500, same dates: +13.8%
Yearly swing (S&P 500): 21% (17%)
Sharpe ratio (S&P 500): 0.54 (0.70)
Biggest drop (S&P 500): −41% (−34%)
Market sensitivity (beta): 0.87

“Average vs S&P 500” is the stock’s return including dividends minus the index’s over the same dates. For sales, a negative figure means the stock lagged after it was sold, so selling was the right call (green). “Went the right way” is the share of purchases that beat the index, or of sales that trailed it. The t-statistic treats each trade as a separate bet; the Evidence label is stricter and uses one average per month of reports, because trades bunch together. Trades in companies we cover only. The averages count share trades; the copy portfolio also counts call options as the stock and sizes positions by the middle of each band filed. No trading costs or taxes. These are the stocks’ moves after each trade: they say nothing about why Kathy Castor traded and do not suggest the use of non-public information. How every member compares.

Stocks traded

Every company we cover that appears in the reports. “Since first purchase” is the stock’s move from the close on the member’s first disclosed purchase to the latest close, against the S&P 500; it is not the member’s return.

Kathy Castor: companies traded

BRK.BBerkshire Hathaway	26$103,026–$545,000	3$45,003–$150,000	Jan 28, 2019	Jul 15, 2024	▲ 176.7%−42.8 pts vs S&P
BXBlackstone Inc.	3$3,003–$45,000	1$1,001–$15,000	Feb 6, 2015	Mar 10, 2020	—
LUVSouthwest Airlines	2$2,002–$30,000	2$2,002–$30,000	May 19, 2020	Jul 14, 2020	▲ 72.9%−108.7 pts vs S&P
CATCaterpillar Inc.	2$2,002–$30,000	1$1,001–$15,000	Dec 24, 2014	Dec 9, 2016	—
INTCIntel	2$2,002–$30,000	1$1,001–$15,000	Feb 12, 2016	Feb 14, 2017	▲ 162.6%−216.6 pts vs S&P
TAT&T	1$1,001–$15,000	2$51,002–$115,000	Aug 18, 2014	Dec 14, 2016	—
AALAmerican Airlines Group Inc.	1$1,001–$15,000	1$1,001–$15,000	May 19, 2020	Jul 14, 2020	▲ 35.7%−146.0 pts vs S&P
AAPLApple Inc.	1$1,001–$15,000	1$1,001–$15,000	Feb 26, 2016	Mar 15, 2017	▲ 1444.2%+1085.8 pts vs S&P
BABoeing	1$1,001–$15,000	1$15,001–$50,000	Feb 12, 2016	Feb 14, 2017	▲ 78.4%−300.8 pts vs S&P
BACBank of America	1$1,001–$15,000	1$15,001–$50,000	Feb 12, 2016	Mar 10, 2020	▲ 424.7%+45.5 pts vs S&P
BENFranklin Resources	1$1,001–$15,000	1$1,001–$15,000	May 23, 2014	Mar 10, 2020	—
DISThe Walt Disney Company	1$1,001–$15,000	1$1,001–$15,000	Jun 6, 2016	Aug 4, 2017	▲ 25.2%−295.8 pts vs S&P
GEGE Aerospace	1$1,001–$15,000	1$1,001–$15,000	Sep 26, 2014	Dec 9, 2016	—
MRKMerck & Co.	1$1,001–$15,000	1$1,001–$15,000	Feb 12, 2016	Feb 14, 2017	▲ 340.9%−38.3 pts vs S&P
PFEPfizer	1$1,001–$15,000	1$1,001–$15,000	Feb 12, 2016	Feb 14, 2017	▲ 76.4%−302.8 pts vs S&P
AAAlcoa Corp	0	1$1,001–$15,000	Nov 1, 2016	Nov 1, 2016	—
VZVerizon	0	1$15,001–$50,000	Mar 28, 2016	Mar 28, 2016	—

Trades in companies we cover

“Stock since trade” is the share price move from the close on the trade date to the latest close, with the gap to the S&P 500 beneath. It describes the stock, not what the member made. Click a column heading to sort.

Kathy Castor: trades in companies we cover
					Report
BRK.BBerkshire Hathaway	Sale (partial)$15,001 - $50,000 · Joint	Jul 15, 2024	Jul 15, 2024	▲ 28.0%−9.4 pts vs S&P	Filing for BRK.B on Jul 15, 2024
BRK.BBerkshire Hathaway	Sale (partial)$15,001 - $50,000 · Joint	Mar 28, 2024	Mar 28, 2024	▲ 32.2%−15.8 pts vs S&P	Filing for BRK.B on Mar 28, 2024
BRK.BBerkshire Hathaway	Purchase$1,001 - $15,000 · Joint	Jul 29, 2021	Jul 16, 2021	▲ 100.1%+13.1 pts vs S&P	Filing for BRK.B on Jul 16, 2021
BRK.BBerkshire Hathaway	Purchase$1,001 - $15,000 · Joint	Jul 29, 2021	Jun 25, 2021	▲ 99.8%+10.7 pts vs S&P	Filing for BRK.B on Jun 25, 2021
BRK.BBerkshire Hathaway	Purchase$1,001 - $15,000 · Joint	Jul 29, 2021	Jun 18, 2021	▲ 102.9%+8.5 pts vs S&P	Filing for BRK.B on Jun 18, 2021
BRK.BBerkshire Hathaway	Purchase$1,001 - $15,000 · Joint	Jun 14, 2021	Jun 14, 2021	▲ 96.1%+5.8 pts vs S&P	Filing for BRK.B on Jun 14, 2021
BRK.BBerkshire Hathaway	Purchase$1,001 - $15,000 · Joint	Jun 14, 2021	May 21, 2021	▲ 93.3%−1.8 pts vs S&P	Filing for BRK.B on May 21, 2021
BRK.BBerkshire Hathaway	Purchase$1,001 - $15,000 · Joint	Apr 14, 2021	Apr 14, 2021	▲ 107.9%+11.2 pts vs S&P	Filing for BRK.B on Apr 14, 2021
BRK.BBerkshire Hathaway	Purchase$1,001 - $15,000 · Joint	Apr 14, 2021	Apr 13, 2021	▲ 108.2%+12.2 pts vs S&P	Filing for BRK.B on Apr 13, 2021
BRK.BBerkshire Hathaway	Purchase$1,001 - $15,000 · Joint	Apr 14, 2021	Apr 9, 2021	▲ 109.1%+12.4 pts vs S&P	Filing for BRK.B on Apr 9, 2021
BRK.BBerkshire Hathaway	Purchase$1,001 - $15,000 · Joint	Apr 14, 2021	Mar 31, 2021	▲ 117.7%+13.5 pts vs S&P	Filing for BRK.B on Mar 31, 2021
BRK.BBerkshire Hathaway	Purchase$1,001 - $15,000 · Joint	Apr 14, 2021	Mar 15, 2021	▲ 118.4%+13.6 pts vs S&P	Filing for BRK.B on Mar 15, 2021
BRK.BBerkshire Hathaway	Purchase$1,001 - $15,000 · Joint	Feb 18, 2021	Feb 17, 2021	▲ 126.8%+19.8 pts vs S&P	Filing for BRK.B on Feb 17, 2021
BRK.BBerkshire Hathaway	Purchase$1,001 - $15,000 · Joint	Feb 18, 2021	Feb 1, 2021	▲ 142.5%+26.7 pts vs S&P	Filing for BRK.B on Feb 1, 2021
BRK.BBerkshire Hathaway	Purchase$1,001 - $15,000 · Joint	Jan 4, 2021	Jan 4, 2021	▲ 143.4%+23.3 pts vs S&P	Filing for BRK.B on Jan 4, 2021
BRK.BBerkshire Hathaway	Purchase$1,001 - $15,000 · Joint	Dec 2, 2020	Nov 16, 2020	▲ 138.6%+13.7 pts vs S&P	Filing for BRK.B on Nov 16, 2020
BRK.BBerkshire Hathaway	Purchase$1,001 - $15,000 · Joint	Oct 8, 2020	Oct 5, 2020	▲ 161.9%+21.9 pts vs S&P	Filing for BRK.B on Oct 5, 2020
BRK.BBerkshire Hathaway	Purchase$1,001 - $15,000 · Joint	Oct 8, 2020	Sep 25, 2020	▲ 164.3%+16.2 pts vs S&P	Filing for BRK.B on Sep 25, 2020
BRK.BBerkshire Hathaway	Purchase$1,001 - $15,000 · Joint	Oct 8, 2020	Sep 21, 2020	▲ 161.1%+11.7 pts vs S&P	Filing for BRK.B on Sep 21, 2020
BRK.BBerkshire Hathaway	Purchase$1,001 - $15,000 · Joint	Aug 6, 2020	Aug 4, 2020	▲ 177.7%+29.7 pts vs S&P	Filing for BRK.B on Aug 4, 2020
BRK.BBerkshire Hathaway	Purchase$1,001 - $15,000 · Joint	Jul 27, 2021	Jul 16, 2020	▲ 191.1%+35.9 pts vs S&P	Filing for BRK.B on Jul 16, 2020
AALAmerican Airlines Group Inc.	Sale (full)$1,001 - $15,000 · Joint	Jul 16, 2020	Jul 14, 2020	▲ 13.1%−143.7 pts vs S&P	Filing for AAL on Jul 14, 2020
LUVSouthwest Airlines	Sale (full)$1,001 - $15,000 · Joint	Jul 16, 2020	Jul 14, 2020	▲ 44.0%−112.7 pts vs S&P	Filing for LUV on Jul 14, 2020
LUVSouthwest Airlines	Sale (partial)$1,001 - $15,000 · Joint	Jul 16, 2020	Jul 10, 2020	▲ 44.1%−113.6 pts vs S&P	Filing for LUV on Jul 10, 2020
BRK.BBerkshire Hathaway	Purchase$1,001 - $15,000 · Joint	Jul 27, 2021	Jun 25, 2020	▲ 210.9%+44.6 pts vs S&P	Filing for BRK.B on Jun 25, 2020
BRK.BBerkshire Hathaway	Purchase$1,001 - $15,000 · Joint	Jul 27, 2021	Jun 18, 2020	▲ 207.7%+43.9 pts vs S&P	Filing for BRK.B on Jun 18, 2020
AALAmerican Airlines Group Inc.	Purchase$1,001 - $15,000 · Joint	May 20, 2020	May 19, 2020	▲ 35.7%−146.0 pts vs S&P	Filing for AAL on May 19, 2020
LUVSouthwest Airlines	Purchase$1,001 - $15,000 · Joint	May 20, 2020	May 19, 2020	▲ 72.9%−108.7 pts vs S&P	Filing for LUV on May 19, 2020
LUVSouthwest Airlines	Purchase$1,001 - $15,000 · Joint	May 20, 2020	May 19, 2020	▲ 72.9%−108.7 pts vs S&P	Filing for LUV on May 19, 2020
BRK.BBerkshire Hathaway	Purchase$1,001 - $15,000 · Joint	May 20, 2020	May 18, 2020	▲ 216.9%+38.2 pts vs S&P	Filing for BRK.B on May 18, 2020
BRK.BBerkshire Hathaway	Purchase$1,001 - $15,000 · Joint	May 20, 2020	May 4, 2020	▲ 212.5%+22.5 pts vs S&P	Filing for BRK.B on May 4, 2020
BRK.BBerkshire Hathaway	Purchase$15,001 - $50,000 · Joint	Apr 22, 2020	Apr 21, 2020	▲ 203.1%+1.9 pts vs S&P	Filing for BRK.B on Apr 21, 2020
BRK.BBerkshire Hathaway	Purchase$50,001 - $100,000 · Joint	Apr 22, 2020	Apr 15, 2020	▲ 194.9%−1.1 pts vs S&P	Filing for BRK.B on Apr 15, 2020
BACBank of America	Sale (full)$15,001 - $50,000 · Joint	Apr 3, 2020	Mar 10, 2020	▲ 145.6%−41.2 pts vs S&P	Filing for BAC on Mar 10, 2020
BRK.BBerkshire Hathaway	Sale (full)$15,001 - $50,000 · Joint	Apr 3, 2020	Mar 10, 2020	▲ 174.3%−12.5 pts vs S&P	Filing for BRK.B on Mar 10, 2020
BENFranklin Resources	Sale (full)$1,001 - $15,000 · Joint	Apr 3, 2020	Mar 10, 2020	▲ 120.5%−66.3 pts vs S&P	Filing for BEN on Mar 10, 2020
BXBlackstone Inc.	Sale (full)$1,001 - $15,000 · Joint	Apr 3, 2020	Mar 10, 2020	—	Filing for BX on Mar 10, 2020
BRK.BBerkshire Hathaway	Purchase$15,001 - $50,000 · Joint	Jan 29, 2019	Jan 28, 2019	▲ 176.7%−42.8 pts vs S&P	Filing for BRK.B on Jan 28, 2019
BXBlackstone Inc.	Purchase$1,001 - $15,000 · Joint	Jan 29, 2019	Jan 24, 2019	—	Filing for BX on Jan 24, 2019
DISThe Walt Disney Company	Sale (full)$1,001 - $15,000 · Joint	Aug 4, 2017	Aug 4, 2017	▲ 12.3%−238.3 pts vs S&P	Filing for DIS on Aug 4, 2017
AAPLApple Inc.	Sale (full)$1,001 - $15,000 · Joint	Mar 20, 2017	Mar 15, 2017	▲ 943.4%+677.0 pts vs S&P	Filing for AAPL on Mar 15, 2017
BABoeing	Sale (full)$15,001 - $50,000 · Joint	Feb 15, 2017	Feb 14, 2017	▲ 11.3%−263.3 pts vs S&P	Filing for BA on Feb 14, 2017
INTCIntel	Purchase$1,001 - $15,000 · Joint	Feb 15, 2017	Feb 14, 2017	▲ 103.0%−171.6 pts vs S&P	Filing for INTC on Feb 14, 2017
INTCIntel	Sale (full)$1,001 - $15,000 · Joint	Feb 15, 2017	Feb 14, 2017	▲ 103.0%−171.6 pts vs S&P	Filing for INTC on Feb 14, 2017
MRKMerck & Co.	Sale (full)$1,001 - $15,000 · Joint	Feb 15, 2017	Feb 14, 2017	▲ 218.9%−55.7 pts vs S&P	Filing for MRK on Feb 14, 2017
PFEPfizer	Sale (full)$1,001 - $15,000 · Joint	Feb 15, 2017	Feb 14, 2017	▲ 52.4%−222.3 pts vs S&P	Filing for PFE on Feb 14, 2017
TAT&T	Sale (full)$50,001 - $100,000	May 3, 2017	Dec 14, 2016	▲ 38.1%−251.8 pts vs S&P	Filing for T on Dec 14, 2016
TAT&T	Sale (full)$1,001 - $15,000 · Spouse	Jan 11, 2017	Dec 9, 2016	▲ 40.5%−248.3 pts vs S&P	Filing for T on Dec 9, 2016
CATCaterpillar Inc.	Sale (full)$1,001 - $15,000 · Spouse	Jan 11, 2017	Dec 9, 2016	▲ 694.8%+406.0 pts vs S&P	Filing for CAT on Dec 9, 2016
GEGE Aerospace	Sale (full)$1,001 - $15,000 · Spouse	Jan 11, 2017	Dec 9, 2016	▲ 130.2%−158.6 pts vs S&P	Filing for GE on Dec 9, 2016
AAAlcoa Corp	Sale (full)$1,001 - $15,000 · Spouse	Jan 11, 2017	Nov 1, 2016	▲ 83.8%−233.6 pts vs S&P	Filing for AA on Nov 1, 2016
DISThe Walt Disney Company	Purchase$1,001 - $15,000 · Joint	Jun 6, 2016	Jun 6, 2016	▲ 25.2%−295.8 pts vs S&P	Filing for DIS on Jun 6, 2016
VZVerizon	Sale (full)$15,001 - $50,000	May 3, 2016	Mar 28, 2016	▲ 49.8%−288.0 pts vs S&P	Filing for VZ on Mar 28, 2016
AAPLApple Inc.	Purchase$1,001 - $15,000 · Joint	Mar 18, 2016	Feb 26, 2016	▲ 1444.2%+1085.8 pts vs S&P	Filing for AAPL on Feb 26, 2016
BACBank of America	Purchase$1,001 - $15,000 · Joint	Mar 18, 2016	Feb 12, 2016	▲ 424.7%+45.5 pts vs S&P	Filing for BAC on Feb 12, 2016
BABoeing	Purchase$1,001 - $15,000 · Joint	Mar 18, 2016	Feb 12, 2016	▲ 78.4%−300.8 pts vs S&P	Filing for BA on Feb 12, 2016
INTCIntel	Purchase$1,001 - $15,000 · Joint	Mar 18, 2016	Feb 12, 2016	▲ 162.6%−216.6 pts vs S&P	Filing for INTC on Feb 12, 2016
MRKMerck & Co.	Purchase$1,001 - $15,000 · Joint	Mar 18, 2016	Feb 12, 2016	▲ 340.9%−38.3 pts vs S&P	Filing for MRK on Feb 12, 2016
PFEPfizer	Purchase$1,001 - $15,000 · Joint	Mar 18, 2016	Feb 12, 2016	▲ 76.4%−302.8 pts vs S&P	Filing for PFE on Feb 12, 2016
BXBlackstone Inc.	Purchase$1,001 - $15,000 · Joint	May 14, 2015	Feb 6, 2015	—	Filing for BX on Feb 6, 2015
BXBlackstone Inc.	Purchase$1,001 - $15,000 · Spouse	Feb 9, 2015	Feb 6, 2015	—	Filing for BX on Feb 6, 2015
CATCaterpillar Inc.	Purchase$1,001 - $15,000 · Joint	May 14, 2015	Dec 24, 2014	—	Filing for CAT on Dec 24, 2014
CATCaterpillar Inc.	Purchase$1,001 - $15,000 · sp	Jan 5, 2015	Dec 24, 2014	—	Filing for CAT on Dec 24, 2014
GEGE Aerospace	Purchase$1,001 - $15,000 · Joint	May 14, 2015	Sep 26, 2014	—	Filing for GE on Sep 26, 2014
TAT&T	Purchase$1,001 - $15,000 · Joint	May 14, 2015	Aug 18, 2014	—	Filing for T on Aug 18, 2014
BENFranklin Resources	Purchase$1,001 - $15,000 · Joint	May 14, 2015	May 23, 2014	—	Filing for BEN on May 23, 2014

What happened to the stocks afterwards

Average of the stock’s return minus the S&P 500’s, across this member’s disclosed trade whose window is complete. Nothing here is a member’s profit.

After	Window	Average excess	Typical (median)	Beat the S&P 500	Trades	From the filing date
Purchases	30 days	+2.7%	+0.8%	54%	37	+2.0% (37)
Purchases	90 days	0.0%	−1.3%	43%	37	−0.5% (37)
Sales	30 days	+0.6%	−0.9%	45%	20	−0.4% (20)
Sales	90 days	+1.7%	+0.5%	55%	20	−3.0% (20)

Excess return is the stock’s move minus the S&P 500’s over the same dates, measured from the close on the trade date, on closing prices adjusted for splits and dividends. Value ranges are wide, filings arrive up to 45 days late, trades by one member in one stock are not independent, and a stock’s move says nothing about what a member earned. A small average over a few trades is noise, not evidence. This is not investment advice. For sales, a positive figure means the stock went on to beat the market after the sale.

Filings

Report filed Jul 15, 2024 1 stock or option trade · BRK.B
Report filed Mar 28, 2024 1 stock or option trade · BRK.B
Report filed Jul 29, 2021 3 stock or option trades · BRK.B
Report filed Jul 27, 2021 3 stock or option trades · BRK.B
Report filed Jun 14, 2021 2 stock or option trades · BRK.B
Report filed Apr 14, 2021 5 stock or option trades · BRK.B
Report filed Feb 18, 2021 2 stock or option trades · BRK.B
Report filed Jan 4, 2021 1 stock or option trade · BRK.B
Report filed Dec 2, 2020 1 stock or option trade · BRK.B
Report filed Oct 8, 2020 3 stock or option trades · BRK.B
Report filed Aug 6, 2020 1 stock or option trade · BRK.B
Report filed Jul 16, 2020 3 stock or option trades · AAL, LUV
Report filed May 20, 2020 5 stock or option trades · AAL, BRK.B, LUV
Report filed Apr 22, 2020 2 stock or option trades · BRK.B
Report filed Apr 3, 2020 8 stock or option trades · BAC, BRK.B, BEN, BX
Report filed Jan 8, 2020 2 stock or option trades
Report filed Aug 21, 2019 1 stock or option trade
Report filed Aug 6, 2019 1 stock or option trade
Report filed Jan 29, 2019 2 stock or option trades · BRK.B, BX
Report filed Aug 4, 2017 1 stock or option trade · DIS
Report filed May 3, 2017 1 stock or option trade · T
Report filed Mar 20, 2017 1 stock or option trade · AAPL
Report filed Feb 15, 2017 5 stock or option trades · BA, INTC, MRK, PFE
Report filed Jan 11, 2017 6 stock or option trades · AA, T, CAT, GE
Report filed Jun 6, 2016 1 stock or option trade · DIS
Report filed May 3, 2016 2 stock or option trades · VZ
Report filed Mar 18, 2016 6 stock or option trades · AAPL, BAC, BA, INTC, MRK, PFE
Report filed May 14, 2015 7 stock or option trades · T, CAT, BEN, GE, BX
Report filed Feb 9, 2015 2 stock or option trades · BX
Report filed Jan 5, 2015 1 stock or option trade · CAT

Holdings and net worth are not shown: members also file annual financial disclosure reports listing what they own, and those are not included here yet. We show only the trades they report.

Source: periodic transaction reports filed with the Clerk of the House of Representatives under the STOCK Act (Senate reports are not included yet). Members report trades by themselves, their spouses and dependent children. Amounts are the value ranges as filed, not exact figures, and a report can be filed up to 45 days after the trade, so the latest trades may not appear yet. Scanned paper reports are linked but not transcribed. By law (5 U.S.C. §13107) these reports may not be used for any commercial purpose other than by news and communications media for dissemination to the general public; we publish them free, as news.

← All trades by members of Congress