Business · Congress trades · House

Kathy Castor

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

Trades43
Buys / sales33 / 10
Estimated volume$558KMiddle of each reported range
Trades that beat the market77.4%24 of 31: did better than the same money in the S&P 500 that day
Typical trade vs. the market+13.7%The middle trade: half did better, half worse
Disclosed late3Reported 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

BEN · sold March 10, 2020, $1,001 - $15,000

+113.8% vs. the S&P 500 since

Worst-timed trade

AAL · bought May 19, 2020, $1,001 - $15,000

−141.1% vs. the S&P 500 since

The portfolio against the market

Our rebuild of the household's disclosed stocks and options since March 31, 2020: +194.2% against +189.7% for the S&P 500. Hover for any quarter.

PortfolioS&P 500 (SPY)
0%+50%+100%+150%+200%202120222023202420252026March 31, 2020: portfolio +0.0%, S&P 500 +0.0%June 30, 2020: portfolio +17.6%, S&P 500 +19.6%September 30, 2020: portfolio +33.8%, S&P 500 +29.9%December 31, 2020: portfolio +48.8%, S&P 500 +45.1%March 31, 2021: portfolio +68.5%, S&P 500 +53.8%June 30, 2021: portfolio +76.9%, S&P 500 +66.1%September 30, 2021: portfolio +73.4%, S&P 500 +66.5%December 31, 2021: portfolio +84.8%, S&P 500 +84.3%March 31, 2022: portfolio +108.7%, S&P 500 +75.2%June 30, 2022: portfolio +64.7%, S&P 500 +46.4%September 30, 2022: portfolio +58.7%, S&P 500 +38.6%December 31, 2022: portfolio +82.6%, S&P 500 +48.4%March 31, 2023: portfolio +83.1%, S&P 500 +58.8%June 30, 2023: portfolio +100.7%, S&P 500 +72.0%September 30, 2023: portfolio +100.4%, S&P 500 +65.9%December 31, 2023: portfolio +107.8%, S&P 500 +84.4%March 31, 2024: portfolio +139.4%, S&P 500 +102.9%June 30, 2024: portfolio +131.1%, S&P 500 +111.1%September 30, 2024: portfolio +158.4%, S&P 500 +122.6%December 31, 2024: portfolio +158.8%, S&P 500 +127.4%March 31, 2025: portfolio +190.9%, S&P 500 +117.0%June 30, 2025: portfolio +172.2%, S&P 500 +139.7%September 30, 2025: portfolio +181.9%, S&P 500 +158.5%December 31, 2025: portfolio +187.4%, S&P 500 +164.6%March 31, 2026: portfolio +172.7%, S&P 500 +152.3%June 30, 2026: portfolio +194.2%, S&P 500 +189.7%

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
BRK.BBerkshire Hathaway77.8%$538K
DIASPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST17.3%$120K
LUVSouthwest Airlines3.4%$24K
AALAmerican Airlines Group1.4%$9,860

Most traded: BRK.B (22), DIA (3), BIF (3), LUV (2), AAL (1), BAC (1), BEN (1), BX (1)

Every trade

TradedWhatStockAmountVs. the market since
July 15, 2024Sold some JointBRK.BBerkshire Hathaway Inc. New Common Stock (BRK.B)$15,001 - $50,0001+15.0%
March 28, 2024Sold some JointBRK.BBerkshire Hathaway Inc. New Common Stock (BRK.B)$15,001 - $50,0002+21.0%
July 16, 2021Bought2000081718 JT berkshire Hathaway Inc. New (bRK.b)$1,001 - $15,0003–
June 25, 2021BoughtfedcF IlINg S TATuS : Amended S ubHOlDINg O F : Vanguard Joint Retirem$1,001 - $15,0003–
June 18, 2021BoughtfedcF IlINg S TATuS : Amended S ubHOlDINg O F : Vanguard Joint Retirem$1,001 - $15,0003–
July 16, 2020LATEBoughtfedcF IlINg S TATuS : New S ubHOlDINg O F : Vanguard Joint Retirement $1,001 - $15,0004–
June 25, 2020LATEBoughtfedcF IlINg S TATuS : New S ubHOlDINg O F : Vanguard Joint Retirement $1,001 - $15,0004–
June 18, 2020LATEBought Jointberkshire Hathaway Inc. New (bRK.b)$1,001 - $15,0004–
June 14, 2021BoughtBRK.BfedcF ILINg S TATUS : New S UBHOLDINg O F : E*Trade Brokerage Account $1,001 - $15,0005+6.2%
May 21, 2021Bought JointBRK.BBerkshire Hathaway Inc. New (BRK.B)$1,001 - $15,0005−1.1%
April 14, 2021BoughtBRK.BfedcF ILINg S TATUS : New S UBHOLDINg O F : E*Trade Brokerage Account $1,001 - $15,0006+11.3%
April 13, 2021BoughtBRK.BfedcF ILINg S TATUS : New S UBHOLDINg O F : E*Trade Brokerage Account $1,001 - $15,0006+12.2%
April 9, 2021BoughtBRK.BfedcF ILINg S TATUS : New S UBHOLDINg O F : E*Trade Brokerage Account $1,001 - $15,0006+12.4%
March 31, 2021BoughtBRK.BfedcF ILINg S TATUS : New S UBHOLDINg O F : E*Trade Brokerage Account $1,001 - $15,0006+13.5%
March 15, 2021Bought JointBRK.BBerkshire Hathaway Inc. New (BRK.B)$1,001 - $15,0006+14.3%
February 17, 2021BoughtBRK.BfedcF ILINg S TATUS : New S UBHOLDINg O F : E*Trade Brokerage Account $1,001 - $15,0007+20.2%
February 1, 2021Bought JointBRK.BBerkshire Hathaway Inc. New (BRK.B)$1,001 - $15,0007+26.9%
January 4, 2021Bought JointBRK.BBerkshire Hathaway Inc. New (BRK.B)$1,001 - $15,0008+23.6%
November 16, 2020Bought JointBRK.BBerkshire Hathaway Inc. New (BRK.B)$1,001 - $15,0009+15.4%
October 5, 2020BoughtBRK.BfedcF ILINg S TATUS : New S UBHOLDINg O F : E*Trade Brokerage Account $1,001 - $15,00010+23.4%
September 25, 2020BoughtBRK.BfedcF ILINg S TATUS : New S UBHOLDINg O F : E*Trade Brokerage Account $1,001 - $15,00010+18.0%
September 21, 2020Bought JointBRK.BBerkshire Hathaway Inc. New (BRK.B)$1,001 - $15,00010+13.7%
August 4, 2020Bought JointBRK.BBerkshire Hathaway Inc. New (BRK.B)$1,001 - $15,00011+31.9%
July 14, 2020Sold JointAmerican Airlines group, Inc.(AAl)$1,001 - $15,00012–
July 14, 2020Soldg fedcF IlINg S TATuS : New JT Southwest Airlines Company (luV)$1,001 - $15,00012–
July 10, 2020Sold someg fedcF IlINg S TATuS : New JT Southwest Airlines Company (luV)$1,001 - $15,00012–
May 19, 2020Bought JointAALamerican airlines group, Inc.(aal)$1,001 - $15,00013−141.1%
May 19, 2020BoughtLUVg fedcF IlINg s TaTus : New JT southwest airlines Company (luV)$1,001 - $15,00013−116.9%
May 19, 2020BoughtLUVg fedcF IlINg s TaTus : New JT southwest airlines Company (luV)$1,001 - $15,00013−116.9%
May 18, 2020BoughtBRK.Bg fedcF IlINg s TaTus : New JT Berkshire Hathaway Inc. New (BRK.B)$1,001 - $15,00013+41.6%
May 4, 2020BoughtBRK.Bg fedcF IlINg s TaTus : New JT Berkshire Hathaway Inc. New (BRK.B)$1,001 - $15,00013+26.8%
April 21, 2020BoughtBRK.Bg fedcF IlINg s TaTus : New JT Berkshire Hathaway Inc. New (BRK.B)$15,001 - $50,00014+7.3%
April 15, 2020Bought JointBRK.BBerkshire Hathaway Inc. New (BRK.B)$50,001 - $100,00014+4.3%
March 27, 2020BoughtDIAg fedcF IlINg s TaTus : New JT sPDR Dow Jones Industrial average ETF ($1,001 - $15,00015−64.6%
March 27, 2020BoughtDIAg fedcF IlINg s TaTus : New JT sPDR Dow Jones Industrial average ETF ($1,001 - $15,00015−64.6%
March 24, 2020BoughtDIAg fedcF IlINg s TaTus : New JT sPDR Dow Jones Industrial average ETF ($15,001 - $50,00015−66.2%
March 10, 2020Sold JointBACBank of america Corporat ion(BaC)$15,001 - $50,00015+50.6%
March 10, 2020SoldBRK.Bg fedcF IlINg s TaTus : New JT Berkshire Hathaway Inc. New (BRK.B)$15,001 - $50,00015+5.2%
March 10, 2020SoldBIFg fedcF IlINg s TaTus : New JT Boulder growth & Income Fund, Inc. (BIF$1,001 - $15,00015–
March 10, 2020SoldBENg fedcF IlINg s TaTus : New JT Franklin Resources, Inc. (BEN)$1,001 - $15,00015+113.8%
March 10, 2020Sold JointBXThe Blackstone group Inc. Cl ass a(BX)$1,001 - $15,00015+57.1%
January 3, 2020BoughtBIFg fedcF IlINg s TaTus : New sP Boulder growth & Income Fund, Inc. (BIF$1,001 - $15,00016–
December 27, 2019Bought SpouseBIFBoulder growth & Income Fund, Inc. (BIF)$1,001 - $15,00016–

Sources

Each trade links to the report it was filed on.

  1. 1
    Kathy Castor: periodic transaction report filed July 15, 2024https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20025475.pdf
    H20025475
  2. 2
    Kathy Castor: periodic transaction report filed March 28, 2024https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20024754.pdf
    H20024754
  3. 3
    Kathy Castor: periodic transaction report filed July 29, 2021https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2021/20019181.pdf
    H20019181
  4. 4
    Kathy Castor: periodic transaction report filed July 27, 2021https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2021/20019168.pdf
    H20019168
  5. 5
    Kathy Castor: periodic transaction report filed June 14, 2021https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2021/20018921.pdf
    H20018921
  6. 6
    Kathy Castor: periodic transaction report filed April 14, 2021https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2021/20018576.pdf
    H20018576
  7. 7
    Kathy Castor: periodic transaction report filed February 18, 2021https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2021/20018237.pdf
    H20018237
  8. 8
    Kathy Castor: periodic transaction report filed January 4, 2021https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2021/20017966.pdf
    H20017966
  9. 9
    Kathy Castor: periodic transaction report filed December 2, 2020https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20017786.pdf
    H20017786
  10. 10
    Kathy Castor: periodic transaction report filed October 8, 2020https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20017492.pdf
    H20017492
  11. 11
    Kathy Castor: periodic transaction report filed August 6, 2020https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20017104.pdf
    H20017104
  12. 12
    Kathy Castor: periodic transaction report filed July 16, 2020https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20016973.pdf
    H20016973
  13. 13
    Kathy Castor: periodic transaction report filed May 20, 2020https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20016569.pdf
    H20016569
  14. 14
    Kathy Castor: periodic transaction report filed April 22, 2020https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20016456.pdf
    H20016456
  15. 15
    Kathy Castor: periodic transaction report filed April 3, 2020https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20016355.pdf
    H20016355
  16. 16
    Kathy Castor: periodic transaction report filed January 8, 2020https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20013869.pdf
    H20013869