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Victoria Spartz: stock trades

Republican, Representative for IN's 5th district. Value ranges as filed, never exact figures.

Activity

Stock and option trades by trade date, last 24 months, any company.

Victoria Spartz: purchases and sales per month
0 0.5 1 Dec 2024: 0 purchases Dec 2024: 0 sales Dec Jan 2025: 0 purchases Jan 2025: 0 sales Feb 2025: 1 purchases Feb 2025: 0 sales Mar 2025: 0 purchases Mar 2025: 0 sales Mar Apr 2025: 1 purchases Apr 2025: 0 sales May 2025: 0 purchases May 2025: 0 sales Jun 2025: 0 purchases Jun 2025: 0 sales Jun Jul 2025: 0 purchases Jul 2025: 0 sales Aug 2025: 0 purchases Aug 2025: 0 sales Sep 2025: 0 purchases Sep 2025: 0 sales Sep Oct 2025: 0 purchases Oct 2025: 0 sales Nov 2025: 0 purchases Nov 2025: 0 sales Dec 2025: 0 purchases Dec 2025: 0 sales Dec Jan 2026: 0 purchases Jan 2026: 0 sales Feb 2026: 0 purchases Feb 2026: 0 sales Mar 2026: 0 purchases Mar 2026: 0 sales Mar Apr 2026: 0 purchases Apr 2026: 0 sales May 2026: 0 purchases May 2026: 0 sales Jun 2026: 0 purchases Jun 2026: 0 sales Jun Jul 2026: 0 purchases Jul 2026: 0 sales Aug 2026: 0 purchases Aug 2026: 0 sales Sep 2026: 0 purchases Sep 2026: 0 sales Sep Oct 2026: 0 purchases Oct 2026: 0 sales Nov 2026: 0 purchases Nov 2026: 0 sales
Show as a table
MonthPurchasesSales
Dec 202400
Jan 202500
Feb 202510
Mar 202500
Apr 202510
May 202500
Jun 202500
Jul 202500
Aug 202500
Sep 202500
Oct 202500
Nov 202500
Dec 202500
Jan 202600
Feb 202600
Mar 202600
Apr 202600
May 202600
Jun 202600
Jul 202600
Aug 202600
Sep 202600
Oct 202600
Nov 202600
Trades, 24 months
2
Purchases
2
Sales
0
In 2025
2

Top sectors

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

  • Real Estate83% of trades 24
  • Industrials17% of trades 5

Would copying Victoria Spartz’s trades have beaten the S&P 500?

Copying Victoria Spartz’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 February 22, 2021 into $26,692 by November 2, 2026, against $21,102 in the S&P 500: +18.9% a year against +14.1%, with a beta of 0.92. Selling each purchase after 6 months instead would have made +13.1% a year. Six months after each report, the average share purchase was −2.4% against the S&P 500 (median −4.4%), and 38% beat it, well within what luck alone would produce. Measured from the trade date instead, the member’s own timing, the average was +1.2%. Reports arrived a median of 19 days after the trade.

$0$10.0k$20.0k 202120222023202420252026 $26.7k$21.1k
Copying Victoria SpartzS&P 500, buy and hold $10,000 copying Victoria Spartz’s disclosed holdings from February 22, 2021, 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.
MeasuredTrades countedAverage vs S&P 500MedianWent the right wayt-statisticEvidence
Purchases, 3 months after the report 21 −0.6% −3.6% 38% -0.30 No reliable evidence
Purchases, 6 months after the report 21 −2.4% −4.4% 38% -1.01 No reliable evidence
Purchases, 3 months after the trade 21 +1.6% +1.3% 62% 0.78 No reliable evidence
Purchases, 6 months after the trade 21 +1.2% +3.9% 57% 0.42 No reliable evidence
Sales, 6 months after the report 4 −25.1% −29.4% 100% -3.42 Not enough data
Return a year, copying
+18.9%
S&P 500, same dates
+14.1%
Yearly swing (S&P 500)
26% (17%)
Sharpe ratio (S&P 500)
0.66 (0.66)
Biggest drop (S&P 500)
−46% (−25%)
Market sensitivity (beta)
0.92

“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 Victoria Spartz 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.
SPGSimon Property Group 23$873,023–$2.1M 1$1M–$5M Jan 22, 2021 Apr 3, 2025 ▲ 212.9%+100.3 pts vs S&P
LUVSouthwest Airlines 0 3$300,003–$750,000 Feb 4, 2021 May 18, 2021 —
ALKAlaska AIR Group, Inc. 0 2$500,002–$1M May 17, 2021 May 17, 2021 —

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.

Report
SPGSimon Property Group Purchase$1,001 - $15,000 · Spouse Apr 26, 2025 Apr 3, 2025 ▲ 55.2%+12.4 pts vs S&P Filing
SPGSimon Property Group Purchase$15,001 - $50,000 · Spouse Feb 10, 2025 Feb 3, 2025 ▲ 38.8%+10.2 pts vs S&P Filing
SPGSimon Property Group Sale (partial)$1,000,001 - $5,000,000 · Spouse Nov 4, 2024 Sep 20, 2024 ▲ 46.2%+10.4 pts vs S&P Filing
SPGSimon Property Group Purchase$50,001 - $100,000 · Spouse Jul 25, 2024 Jun 28, 2024 ▲ 62.4%+20.2 pts vs S&P Filing
SPGSimon Property Group Purchase$50,001 - $100,000 Feb 15, 2024 Feb 2, 2024 ▲ 83.4%+25.9 pts vs S&P Filing
SPGSimon Property Group Purchase$1,001 - $15,000 · Dependent child Feb 15, 2024 Feb 2, 2024 ▲ 83.4%+25.9 pts vs S&P Filing
SPGSimon Property Group Purchase$1,001 - $15,000 · Dependent child Feb 15, 2024 Feb 2, 2024 ▲ 83.4%+25.9 pts vs S&P Filing
SPGSimon Property Group Purchase$15,001 - $50,000 Aug 22, 2023 Aug 3, 2023 ▲ 120.5%+45.7 pts vs S&P Filing
SPGSimon Property Group Purchase$1,001 - $15,000 · Dependent child May 10, 2023 May 3, 2023 ▲ 146.7%+53.6 pts vs S&P Filing
SPGSimon Property Group Purchase$1,001 - $15,000 · Dependent child May 10, 2023 May 3, 2023 ▲ 146.7%+53.6 pts vs S&P Filing
SPGSimon Property Group Purchase$15,001 - $50,000 Apr 30, 2023 Apr 13, 2023 ▲ 143.6%+53.1 pts vs S&P Filing
SPGSimon Property Group Purchase$15,001 - $50,000 Jan 12, 2023 Jan 10, 2023 ▲ 130.5%+28.1 pts vs S&P Filing
SPGSimon Property Group Purchase$15,001 - $50,000 Dec 21, 2022 Nov 28, 2022 ▲ 136.2%+35.6 pts vs S&P Filing
SPGSimon Property Group Purchase$15,001 - $50,000 Sep 12, 2022 Sep 1, 2022 ▲ 174.5%+73.4 pts vs S&P Filing
SPGSimon Property Group Purchase$15,001 - $50,000 May 16, 2022 May 14, 2022 ▲ 141.7%+41.5 pts vs S&P Filing
SPGSimon Property Group Purchase$1,001 - $15,000 · Dependent child Feb 8, 2022 Jan 19, 2022 ▲ 92.5%+14.7 pts vs S&P Filing
SPGSimon Property Group Purchase$1,001 - $15,000 · Dependent child Feb 8, 2022 Jan 14, 2022 ▲ 83.7%+10.8 pts vs S&P Filing
SPGSimon Property Group Purchase$15,001 - $50,000 Feb 8, 2022 Jan 14, 2022 ▲ 83.7%+10.8 pts vs S&P Filing
SPGSimon Property Group Purchase$15,001 - $50,000 Oct 6, 2021 Oct 5, 2021 ▲ 120.0%+33.9 pts vs S&P Filing
SPGSimon Property Group Purchase$15,001 - $50,000 Oct 6, 2021 Aug 13, 2021 ▲ 118.7%+37.3 pts vs S&P Filing
SPGSimon Property Group Purchase$15,001 - $50,000 Sep 27, 2021 Aug 13, 2021 ▲ 118.7%+37.3 pts vs S&P Filing
SPGSimon Property Group Purchase$500,001 - $1,000,000 Jun 20, 2021 Jun 10, 2021 ▲ 119.6%+28.1 pts vs S&P Filing
LUVSouthwest Airlines Sale (full)$100,001 - $250,000 Jun 21, 2021 May 18, 2021 ▼ 23.5%−120.5 pts vs S&P Filing
LUVSouthwest Airlines Sale (full)$100,001 - $250,000 Jun 20, 2021 May 18, 2021 ▼ 23.5%−120.5 pts vs S&P Filing
ALKAlaska AIR Group, Inc. Sale (full)$250,001 - $500,000 Jun 21, 2021 May 17, 2021 ▼ 48.2%−143.5 pts vs S&P Filing
ALKAlaska AIR Group, Inc. Sale (full)$250,001 - $500,000 Jun 20, 2021 May 17, 2021 ▼ 48.2%−143.5 pts vs S&P Filing
SPGSimon Property Group Purchase$100,001 - $250,000 Jun 20, 2021 May 12, 2021 ▲ 151.2%+51.1 pts vs S&P Filing
LUVSouthwest Airlines Sale (partial)$100,001 - $250,000 Feb 20, 2021 Feb 4, 2021 ▼ 3.4%−114.2 pts vs S&P Filing
SPGSimon Property Group Purchase$1,001 - $15,000 Feb 20, 2021 Jan 22, 2021 ▲ 212.9%+100.3 pts vs S&P Filing

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.

AfterWindowAverage excessTypical (median)Beat the S&P 500TradesFrom the filing date
Purchases 30 days +1.1% −0.4% 48% 23 +1.3% (23)
Purchases 90 days +2.8% +2.1% 65% 23 +0.7% (23)
Sales 30 days −5.1%few trades −12.4% 33% 6 −7.7% (6)
Sales 90 days −15.9%few trades −27.3% 17% 6 −12.2% (6)

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

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