Business · Congress trades · Senate

Bill Hagerty

Republican Every stock trade Bill Hagerty reported under the STOCK Act since 2020, and how each did against the S&P 500. Their full record.

Trades65
Buys / sales29 / 33
Estimated volume$34.0MMiddle of each reported range
Trades that beat the market46.7%7 of 15: did better than the same money in the S&P 500 that day
Typical trade vs. the market−28.2%The middle trade: half did better, half worse
Disclosed late6Reported more than 45 days after the trade

Members report each trade as a dollar range, not an exact amount; volume uses the middle of each range. "Vs. the market since" is the stock's move from the trade date to today minus the S&P 500's: +10% means the trade did 10 points better than putting the same money in the S&P 500 that day. For a sale it's reversed, so a sale scores well when the stock then lagged. Prices exclude dividends. Trades by spouses and children count.

Best-timed trade

LMND · sold some January 8, 2021, $1,001 - $15,000

+173.9% vs. the S&P 500 since

Worst-timed trade

ENVA · sold December 29, 2021, $15,001 - $50,000

−273.8% vs. the S&P 500 since

The portfolio against the market

Our rebuild of the household's disclosed stocks and options since June 30, 2021: −9.6% against +74.5% for the S&P 500. Hover for any quarter.

PortfolioS&P 500 (SPY)
-50%-25%0%+25%+50%+75%20222023202420252026June 30, 2021: portfolio +0.0%, S&P 500 +0.0%September 30, 2021: portfolio −8.2%, S&P 500 +0.3%December 31, 2021: portfolio −16.0%, S&P 500 +11.0%March 31, 2022: portfolio −20.1%, S&P 500 +5.5%June 30, 2022: portfolio −42.9%, S&P 500 −11.9%September 30, 2022: portfolio −49.5%, S&P 500 −16.6%December 31, 2022: portfolio −20.5%, S&P 500 −10.7%March 31, 2023: portfolio −11.3%, S&P 500 −4.4%June 30, 2023: portfolio −11.9%, S&P 500 +3.6%September 30, 2023: portfolio −20.0%, S&P 500 −0.1%December 31, 2023: portfolio +8.8%, S&P 500 +11.0%March 31, 2024: portfolio −19.4%, S&P 500 +22.2%June 30, 2024: portfolio −24.0%, S&P 500 +27.1%September 30, 2024: portfolio −36.5%, S&P 500 +34.0%December 31, 2024: portfolio −26.1%, S&P 500 +36.9%March 31, 2025: portfolio −28.8%, S&P 500 +30.7%June 30, 2025: portfolio −12.5%, S&P 500 +44.3%September 30, 2025: portfolio −9.9%, S&P 500 +55.6%December 31, 2025: portfolio −9.4%, S&P 500 +59.3%March 31, 2026: portfolio −16.9%, S&P 500 +51.9%June 30, 2026: portfolio −9.6%, S&P 500 +74.5%

Compare with funds and other members · how we rebuild it is on that page.

What they still hold

By our estimate: every reported buy less every reported sale, at today's prices. Positions from before 2020 are missing.

StockShare of portfolioWorth about
BABoeing100.0%$6,021

Most traded: DDOG (3), SBNY (3), TACO (2), LMND (2), RNR (2), RHP (2), VRM (2), CTAA (2)

Every trade

TradedWhatStockAmountVs. the market since
January 29, 2026BoughtHall Ward Energy Fund II, LP Company: Hall Ward Energy Fund II, LP (Ok$100,001 - $250,0001–
January 23, 2026BoughtContour Venture Partners V, LP Company: Contour Venture Partners V, LP$250,001 - $500,0002–
July 22, 2024LATEExchangedETRNEquitrans Midstream Corp (Exchanged) Eqt Corp (Received)$15,001 - $50,0003–
January 2, 2025SoldAHL-CAspen Insurance Holdings Ltd [Ahl/Pc]$15,001 - $50,0004–
December 13, 2024SoldEQCEquity Commonwealth$1,001 - $15,0005–
December 10, 2024Sold ChildCareBridge Company: RSV QOZB LTSS, Inc. (Nashville, TN) Description: H$250,001 - $500,0005–
December 10, 2024Sold ChildCareBridge Company: RSV QOZB LTSS, Inc. (Nashville, TN) Description: H$250,001 - $500,0005–
December 10, 2024Sold ChildCareBridge Company: RSV QOZB LTSS, Inc. (Nashville, TN) Description: H$250,001 - $500,0005–
December 10, 2024Sold ChildCareBridge Company: RSV QOZB LTSS, Inc. (Nashville, TN) Description: H$250,001 - $500,0005–
October 30, 2024SoldKeysight Technologies Bond$50,001 - $100,0006–
November 6, 2023LATEExchangedCEQPCrestwood Equity Partners LP (Exchanged) Energy Transfer LP (Received)$50,001 - $100,0007–
December 27, 2023SoldDDOGDatadog, Inc. - Class A Common Stock$1,001 - $15,0008−38.0%
October 2, 2023Bought445 Park Commons Company: 445 Park Commons (Nashville, TN) Description$250,001 - $500,0009–
October 2, 2023BoughtNSHD MSE Block C Joint Venture, LLC Company: NSHD MSE Block C Joint Ve$250,001 - $500,0009–
March 9, 2022LATESoldTACODel Taco Restaurants, Inc. - Common Stock$15,001 - $50,00010–
August 19, 2022SoldBKEPPBlueknight Energy Partners L.P. - Series A Preferr$15,001 - $50,00011–
December 28, 2021LATESold ChildSBNYSignature Bank - Common Stock$15,001 - $50,00012–
December 28, 2021LATESold ChildSBNYSignature Bank - Common Stock$15,001 - $50,00012–
December 28, 2021LATESold ChildSBNYSignature Bank - Common Stock$15,001 - $50,00012–
June 15, 2022Bought ChildHC D Hill Partners, LP Company: HC D Hill Partners, LP (Wilmington, DE$100,001 - $250,00013–
June 15, 2022Bought ChildHC D Hill Partners, LP Company: HC D Hill Partners, LP (Wilmington, DE$100,001 - $250,00013–
June 15, 2022Bought ChildHC D Hill Partners, LP Company: HC D Hill Partners, LP (Wilmington, DE$100,001 - $250,00013–
June 15, 2022Bought ChildHC D Hill Partners, LP Company: HC D Hill Partners, LP (Wilmington, DE$100,001 - $250,00013–
May 6, 2022Sold someLMNDLemonade, Inc. Common Stock$1,001 - $15,00014−28.2%
April 22, 2022Bought ChildCareBridge Company: RSV QOZB LTSS, Inc. (Nashville, TN) Description: H$100,001 - $250,00014–
April 22, 2022Bought ChildCareBridge Company: RSV QOZB LTSS, Inc. (Nashville, TN) Description: H$100,001 - $250,00014–
April 22, 2022Bought ChildCareBridge Company: RSV QOZB LTSS, Inc. (Nashville, TN) Description: H$100,001 - $250,00014–
April 22, 2022Bought ChildCareBridge Company: RSV QOZB LTSS, Inc. (Nashville, TN) Description: H$100,001 - $250,00014–
March 9, 2022Sold someTACODel Taco Restaurants, Inc. - Common Stock$15,001 - $50,00015–
February 28, 2022Bought ChildNashville Soccer Holdings, LLC Company: Nashville Soccer Holdings, LLC$1,000,001 - $5,000,00016–
February 28, 2022Bought ChildNashville Soccer Holdings, LLC Company: Nashville Soccer Holdings, LLC$1,000,001 - $5,000,00016–
February 28, 2022Bought ChildNashville Soccer Holdings, LLC Company: Nashville Soccer Holdings, LLC$1,000,001 - $5,000,00016–
February 28, 2022Bought ChildNashville Soccer Holdings, LLC Company: Nashville Soccer Holdings, LLC$1,000,001 - $5,000,00016–
February 28, 2022Bought ChildLiberty Partners, LLC Company: Liberty Partners, LLC (Nashville, TN) D$1,000,001 - $5,000,00016–
February 28, 2022Bought ChildLiberty Partners, LLC Company: Liberty Partners, LLC (Nashville, TN) D$1,000,001 - $5,000,00016–
February 28, 2022Bought ChildLiberty Partners, LLC Company: Liberty Partners, LLC (Nashville, TN) D$1,000,001 - $5,000,00016–
February 28, 2022Bought ChildLiberty Partners, LLC Company: Liberty Partners, LLC (Nashville, TN) D$1,000,001 - $5,000,00016–
December 29, 2021Sold somePNFPPinnacle Financial Partners, Inc. - Common Stock$100,001 - $250,00017+63.3%
December 29, 2021SoldENVAEnova International, Inc. Common Stock$15,001 - $50,00017−273.8%
December 29, 2021SoldCCEPCoca-Cola Europacific Partners plc - Ordinary Shar$50,001 - $100,00017−38.5%
December 29, 2021SoldBKEPBlueknight Energy Partners L.P., L.L.C. - Common U$15,001 - $50,00017–
December 29, 2021SoldNSNustar Energy L.P. Common Units$50,001 - $100,00017–
December 29, 2021SoldCLDTChatham Lodging Trust (REIT) Common Shares of Bene$1,001 - $15,00017+58.3%
December 28, 2021SoldDDOGDatadog, Inc. - Class A Common Stock$15,001 - $50,00017+22.6%
December 28, 2021Sold someRNRRenaissanceRe Holdings Ltd. Common Stock$250,001 - $500,00017−39.3%
December 23, 2021SoldRHPRyman Hospitality Properties, Inc. (REIT)$100,001 - $250,00017+23.3%
December 23, 2021Sold someRNRRenaissanceRe Holdings Ltd. Common Stock$250,001 - $500,00017−41.3%
December 23, 2021Sold someRHPRyman Hospitality Properties, Inc. (REIT)$15,001 - $50,00017+23.3%
December 16, 2021SoldVRMVroom, Inc. - Common Stock$1,001 - $15,00018–
December 1, 2021SoldCTAAQwest Corporation 7% Notes due 2056$50,001 - $100,00018–
November 8, 2021Sold someDDOGDatadog, Inc. - Class A Common Stock$1,000,001 - $5,000,00019+35.4%
June 8, 2021BoughtBAThe Boeing Company$1,001 - $15,00020−107.5%
May 17, 2021ExchangedFL4.SGFLIR SYSTEMS INC. Registered Sh (Exchanged) Teledyne Technologies Inco$15,001 - $50,00021–
April 20, 2021Sold someNTRANatera, Inc.$1,001 - $15,00022−201.7%
March 26, 2021BoughtQRTEPQurate Retail, Inc.$15,001 - $50,00023–
January 11, 2021Bought ChildHC 17th and Grand Partners, LP Company: HC 17th and Grand Partners, LP$50,001 - $100,00024–
January 11, 2021Bought ChildHC 17th and Grand Partners, LP Company: HC 17th and Grand Partners, LP$50,001 - $100,00024–
January 11, 2021Bought ChildHC 17th and Grand Partners, LP Company: HC 17th and Grand Partners, LP$50,001 - $100,00024–
January 11, 2021Bought ChildHC 17th and Grand Partners, LP Company: HC 17th and Grand Partners, LP$50,001 - $100,00024–
January 11, 2021BoughtHC 17th and Grand Partners, LP Company: HC 17th and Grand Partners, LP$250,001 - $500,00024–
February 16, 2021SoldCTAAQwest Corp. NT 7% 2056$15,001 - $50,00025–
January 26, 2021BoughtVroom, Inc.$1,001 - $15,00025–
January 19, 2021Sold someEditas Medicine, Inc.$15,001 - $50,00025–
January 8, 2021Sold someLMNDLemonade, Inc.$1,001 - $15,00025+173.9%
January 8, 2021BoughtVRMVroom, Inc.$1,001 - $15,00025–

Sources

Each trade links to the report it was filed on.

  1. 1
    William F Hagerty, IV: periodic transaction report filed March 2, 2026https://efdsearch.senate.gov/search/view/ptr/12848a78-c94a-4813-9051-5b3063c718a9/
    S12848a78-c94a-4813-9051-5b3063c718a9
  2. 2
    William F Hagerty, IV: periodic transaction report filed February 23, 2026https://efdsearch.senate.gov/search/view/ptr/f3dc67af-1a91-4d58-a98f-f5adec91ecd7/
    Sf3dc67af-1a91-4d58-a98f-f5adec91ecd7
  3. 3
    William F Hagerty, IV: periodic transaction report filed August 11, 2025https://efdsearch.senate.gov/search/view/ptr/f60cfac8-0389-4a5e-8619-095312492adc/
    Sf60cfac8-0389-4a5e-8619-095312492adc
  4. 4
    William F Hagerty, IV: periodic transaction report filed January 22, 2025https://efdsearch.senate.gov/search/view/ptr/f09fb0fe-7f70-434e-88c7-a43e96ee08a7/
    Sf09fb0fe-7f70-434e-88c7-a43e96ee08a7
  5. 5
    William F Hagerty, IV: periodic transaction report filed December 30, 2024https://efdsearch.senate.gov/search/view/ptr/63d6b410-364c-479e-bc08-f51fb938c72a/
    S63d6b410-364c-479e-bc08-f51fb938c72a
  6. 6
    William F Hagerty, IV: periodic transaction report filed November 25, 2024https://efdsearch.senate.gov/search/view/ptr/a076a6f8-81d7-4cde-9fa0-bb434fb9821a/
    Sa076a6f8-81d7-4cde-9fa0-bb434fb9821a
  7. 7
    William F Hagerty, IV: periodic transaction report filed August 13, 2024https://efdsearch.senate.gov/search/view/ptr/f0ddb350-3763-4bc9-8d9f-6c0d8885396d/
    Sf0ddb350-3763-4bc9-8d9f-6c0d8885396d
  8. 8
    William F Hagerty, IV: periodic transaction report filed January 10, 2024https://efdsearch.senate.gov/search/view/ptr/5cf58a0a-aa8f-4a64-972a-fcf9c5532b76/
    S5cf58a0a-aa8f-4a64-972a-fcf9c5532b76
  9. 9
    William F Hagerty, IV: periodic transaction report filed October 18, 2023https://efdsearch.senate.gov/search/view/ptr/dc545c54-6034-406d-9af3-43ad7bd29cda/
    Sdc545c54-6034-406d-9af3-43ad7bd29cda
  10. 10
    William F Hagerty, IV: periodic transaction report filed August 14, 2023https://efdsearch.senate.gov/search/view/ptr/5506edae-7d2f-4c33-a22e-7971200c6f0d/
    S5506edae-7d2f-4c33-a22e-7971200c6f0d
  11. 11
    William F Hagerty, IV: periodic transaction report filed September 2, 2022https://efdsearch.senate.gov/search/view/ptr/41063ac9-dfc3-4b5b-b43d-7bd012bae17e/
    S41063ac9-dfc3-4b5b-b43d-7bd012bae17e
  12. 12
    William F Hagerty, IV: periodic transaction report filed July 20, 2022https://efdsearch.senate.gov/search/view/ptr/a285e53c-f72f-4bbb-afaf-0c19ce7e0c5a/
    Sa285e53c-f72f-4bbb-afaf-0c19ce7e0c5a
  13. 13
    William F Hagerty, IV: periodic transaction report filed July 13, 2022https://efdsearch.senate.gov/search/view/ptr/07515a5e-e784-4a94-93d7-98c916cb0df2/
    S07515a5e-e784-4a94-93d7-98c916cb0df2
  14. 14
    William F Hagerty, IV: periodic transaction report filed May 16, 2022https://efdsearch.senate.gov/search/view/ptr/5286dd41-6735-41b0-be8f-374d874c3ea3/
    S5286dd41-6735-41b0-be8f-374d874c3ea3
  15. 15
    William F Hagerty, IV: periodic transaction report filed April 13, 2022https://efdsearch.senate.gov/search/view/ptr/3520c9a8-d39c-4f03-95ac-3a24e345444f/
    S3520c9a8-d39c-4f03-95ac-3a24e345444f
  16. 16
    William F Hagerty, IV: periodic transaction report filed March 29, 2022https://efdsearch.senate.gov/search/view/ptr/b21b9cd6-fd14-441c-8d7e-3f9193befb82/
    Sb21b9cd6-fd14-441c-8d7e-3f9193befb82
  17. 17
    William F Hagerty, IV: periodic transaction report filed January 10, 2022https://efdsearch.senate.gov/search/view/ptr/ef87390b-ab6c-433f-a852-838d02a1dd5a/
    Sef87390b-ab6c-433f-a852-838d02a1dd5a
  18. 18
    William F Hagerty, IV: periodic transaction report filed December 22, 2021https://efdsearch.senate.gov/search/view/ptr/ac2ba9f8-2938-46be-a501-88910e9d2299/
    Sac2ba9f8-2938-46be-a501-88910e9d2299
  19. 19
    William F Hagerty, IV: periodic transaction report filed November 23, 2021https://efdsearch.senate.gov/search/view/ptr/7c9634ee-7352-469f-b311-c3ee8b38ec8c/
    S7c9634ee-7352-469f-b311-c3ee8b38ec8c
  20. 20
    William F Hagerty, IV: periodic transaction report filed July 8, 2021https://efdsearch.senate.gov/search/view/ptr/0e6e0250-95fe-41a2-91ed-607a396b11cc/
    S0e6e0250-95fe-41a2-91ed-607a396b11cc
  21. 21
    William F Hagerty, IV: periodic transaction report filed June 8, 2021https://efdsearch.senate.gov/search/view/ptr/32274587-17b3-4a09-ade9-99b7dc0436ba/
    S32274587-17b3-4a09-ade9-99b7dc0436ba
  22. 22
    William F Hagerty, IV: periodic transaction report filed May 4, 2021https://efdsearch.senate.gov/search/view/ptr/505fff21-a8c4-426e-9475-b119d3602361/
    S505fff21-a8c4-426e-9475-b119d3602361
  23. 23
    William F Hagerty, IV: periodic transaction report filed April 8, 2021https://efdsearch.senate.gov/search/view/ptr/6788596d-6a54-4caf-a73c-f03f5d2f6e5f/
    S6788596d-6a54-4caf-a73c-f03f5d2f6e5f
  24. 24
    William F Hagerty, IV: periodic transaction report filed February 24, 2021https://efdsearch.senate.gov/search/view/ptr/331fc417-1f96-4a2e-a164-b15fc2493281/
    S331fc417-1f96-4a2e-a164-b15fc2493281
  25. 25
    William F Hagerty, IV: periodic transaction report filed February 19, 2021https://efdsearch.senate.gov/search/view/ptr/823ec2b1-9e0c-4b13-bf35-81722c1a083c/
    S823ec2b1-9e0c-4b13-bf35-81722c1a083c