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Katie Boyd Britt

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

Trades26
Buys / sales18 / 8
Estimated volume$400KMiddle of each reported range
Trades that beat the market45.5%10 of 22: did better than the same money in the S&P 500 that day
Typical trade vs. the market−0.3%The middle trade: half did better, half worse
Disclosed late22Reported 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

ONEW · sold July 24, 2024, $1,001 - $15,000

+106.8% vs. the S&P 500 since

Worst-timed trade

UNH · bought April 14, 2025, $1,001 - $15,000

−73.9% vs. the S&P 500 since

The portfolio against the market

Our rebuild of the household's disclosed stocks and options since June 30, 2025: +13.2% against +20.9% for the S&P 500. Hover for any quarter.

PortfolioS&P 500 (SPY)
0%+5%+10%+15%+20%+25%2026June 30, 2025: portfolio +0.0%, S&P 500 +0.0%September 30, 2025: portfolio +8.5%, S&P 500 +7.8%December 31, 2025: portfolio +10.7%, S&P 500 +10.4%March 31, 2026: portfolio +5.6%, S&P 500 +5.3%June 30, 2026: portfolio +13.2%, S&P 500 +20.9%

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
NVDANvidia19.9%$22K
VVisa Inc.17.0%$19K
AAPLApple Inc.14.5%$16K
AMZNAmazon12.1%$14K
EOGEOG Resources10.5%$12K
MSFTMicrosoft9.9%$11K
WMTWalmart8.9%$9,955
UPSUnited Parcel Service7.3%$8,157

Most traded: NVDA (3), AAPL (3), AMZN (3), JPM (2), GOOG (2), V (2), UNH (2), XOM (2)

Every trade

TradedWhatStockAmountVs. the market since
January 28, 2026Sold SpouseJPMJP Morgan Chase & Company$1,001 - $15,0001−0.6%
November 7, 2025LATESold some SpouseNVDANvidia Corp$1,001 - $15,0002−0.4%
November 7, 2025LATESold some SpouseAAPLApple Inc$1,001 - $15,0002−12.9%
November 7, 2025LATESold some SpouseGOOGAlphabet Cl C$1,001 - $15,0002–
November 7, 2025LATEBought SpouseUPSUnited Parcel Service$1,001 - $15,0002−13.1%
November 7, 2025LATESold some SpouseAMZNAmazon.com Inc$1,001 - $15,0002+12.7%
November 7, 2025LATEBought SpouseVVisa Inc$1,001 - $15,0002+3.9%
April 30, 2025LATEBought SpouseAMZNAmazon.com Inc$1,001 - $15,0002−3.6%
April 30, 2025LATEBought SpouseAAPLApple Inc$1,001 - $15,0002+22.5%
April 30, 2025LATESold SpouseUNHUnitedhealth Group Inc$1,001 - $15,0002+40.3%
April 30, 2025LATEBought SpouseNVDANvidia Corp$1,001 - $15,0002+60.3%
April 30, 2025LATESold SpouseXOMExxon Mobil Corp$1,001 - $15,0002−26.2%
April 14, 2025LATEBought SpouseXOMExxon Mobil Corp$1,001 - $15,0002+25.8%
April 14, 2025LATEBought SpouseJPMJP Morgan Chase & Company$1,001 - $15,0002−0.2%
April 14, 2025LATEBought SpouseGOOGAlphabet Cl C$1,001 - $15,0002–
April 14, 2025LATEBought SpouseEOGEOG Resources, Inc. Common Stock$1,001 - $15,0002+3.6%
April 14, 2025LATEBought SpouseAAPLApple Inc$1,001 - $15,0002+26.4%
April 14, 2025LATEBought SpouseAMZNAmazon.com Inc$1,001 - $15,0002−5.9%
April 14, 2025LATEBought SpouseWMTWalmart Inc$1,001 - $15,0002−18.7%
April 14, 2025LATEBought SpouseVVisa Inc$1,001 - $15,0002−23.9%
April 14, 2025LATEBought SpouseMSFTMicrosoft Corp$1,001 - $15,0002−4.1%
April 14, 2025LATEBought SpouseUNHUnitedhealth Group Inc$1,001 - $15,0002−73.9%
April 14, 2025LATEBought SpouseNVDANvidia Corp$1,001 - $15,0002+53.1%
July 24, 2024Sold JointONEWOneWater Marine Inc. - Class A Common Stock$1,001 - $15,0003+106.8%
December 14, 2023Bought Spouse181-Fairhope Ave 2023, LLC Company: 181-Fairhope Ave 2023, LLC (Daphne$15,001 - $50,0004–
August 25, 2023Bought SpouseMack Bayou Townhomes Holdings, LLC - Class A Units Company: Mack Bayou$100,001 - $250,0005–

Sources

Each trade links to the report it was filed on.

  1. 1
    Katie Britt: periodic transaction report filed January 29, 2026https://efdsearch.senate.gov/search/view/ptr/37900303-65bf-467d-962b-76555d510b28/
    S37900303-65bf-467d-962b-76555d510b28
  2. 2
    Katie Britt: periodic transaction report filed January 26, 2026https://efdsearch.senate.gov/search/view/ptr/28e79480-3dcb-4793-86ed-48e7fd214587/
    S28e79480-3dcb-4793-86ed-48e7fd214587
  3. 3
    Katie Britt: periodic transaction report filed July 29, 2024https://efdsearch.senate.gov/search/view/ptr/15b456b6-a016-42dd-abdd-4bec977f69c0/
    S15b456b6-a016-42dd-abdd-4bec977f69c0
  4. 4
    Katie Britt: periodic transaction report filed December 15, 2023https://efdsearch.senate.gov/search/view/ptr/56e94501-503d-480f-96f0-354febac789e/
    S56e94501-503d-480f-96f0-354febac789e
  5. 5
    Katie Britt: periodic transaction report filed September 18, 2023https://efdsearch.senate.gov/search/view/ptr/026ff795-7e4d-446b-aff2-8d01be09e318/
    S026ff795-7e4d-446b-aff2-8d01be09e318