Business · Congress trades · Senate

Roger Marshall

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

Trades31
Buys / sales17 / 14
Estimated volume$782KMiddle of each reported range
Trades that beat the market44.4%8 of 18: did better than the same money in the S&P 500 that day
Typical trade vs. the market−32.4%The middle trade: half did better, half worse
Disclosed late2Reported 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

AAPL · bought December 3, 2019, $1,001 - $15,000

+280.2% vs. the S&P 500 since

Worst-timed trade

AAPL · sold December 6, 2019, $1,001 - $15,000

−262.4% vs. the S&P 500 since

The portfolio against the market

Our rebuild of the household's disclosed stocks and options since December 31, 2019: +5.1% against +132.0% for the S&P 500. Hover for any quarter.

PortfolioS&P 500 (SPY)
-50%0%+50%+100%+150%2020202120222023202420252026December 31, 2019: portfolio +0.0%, S&P 500 +0.0%March 31, 2020: portfolio +0.0%, S&P 500 −19.9%June 30, 2020: portfolio +0.0%, S&P 500 −4.2%September 30, 2020: portfolio +35.5%, S&P 500 +4.0%December 31, 2020: portfolio +97.8%, S&P 500 +16.2%March 31, 2021: portfolio +101.4%, S&P 500 +23.1%June 30, 2021: portfolio +91.9%, S&P 500 +33.0%September 30, 2021: portfolio +84.7%, S&P 500 +33.3%December 31, 2021: portfolio +69.1%, S&P 500 +47.6%March 31, 2022: portfolio +49.7%, S&P 500 +40.3%June 30, 2022: portfolio +3.1%, S&P 500 +17.2%September 30, 2022: portfolio +3.0%, S&P 500 +11.0%December 31, 2022: portfolio −5.2%, S&P 500 +18.8%March 31, 2023: portfolio +9.3%, S&P 500 +27.2%June 30, 2023: portfolio −2.5%, S&P 500 +37.7%September 30, 2023: portfolio −11.5%, S&P 500 +32.8%December 31, 2023: portfolio −1.4%, S&P 500 +47.7%March 31, 2024: portfolio +33.6%, S&P 500 +62.5%June 30, 2024: portfolio +8.4%, S&P 500 +69.1%September 30, 2024: portfolio +5.0%, S&P 500 +78.3%December 31, 2024: portfolio +21.6%, S&P 500 +82.1%March 31, 2025: portfolio +7.7%, S&P 500 +73.8%June 30, 2025: portfolio +35.4%, S&P 500 +92.0%September 30, 2025: portfolio +25.0%, S&P 500 +107.0%December 31, 2025: portfolio +24.2%, S&P 500 +111.9%March 31, 2026: portfolio +5.2%, S&P 500 +102.1%June 30, 2026: portfolio +5.1%, S&P 500 +132.0%

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
DISThe Walt Disney Company100.0%$8,755

Most traded: YETI (4), AAPL (4), ROKU (3), SNE (3), INTC (2), MSFT (2), BABA (2), DIS (1)

Every trade

TradedWhatStockAmountVs. the market since
August 29, 2023Sold some SpouseShares of Stock Company: Farmers Enterprises, Inc. (Great Bend, KS) De$100,001 - $250,0001–
March 1, 2021LATESold Spouse20% Interest, Quivira Ranch, Inc. Company: Quivira Ranch, Inc. (Staffo$250,001 - $500,0002–
September 15, 2020SoldINTCfedcF ILINg S TATUS : New S UbHOLDINg O F : Mutual Funds > Scottrade D$1,001 - $15,0003+36.1%
September 15, 2020SoldMSFTfedcF ILINg S TATUS : New S UbHOLDINg O F : Mutual Funds > Scottrade D$1,001 - $15,0003−31.5%
September 15, 2020SoldROKUfedcF ILINg S TATUS : New S UbHOLDINg O F : Mutual Funds > Scottrade D$1,001 - $15,0003+135.3%
September 15, 2020Sold ChildSNESony Corporation (SNE)$1,001 - $15,0003–
September 4, 2020BoughtROKUfedcF ILINg S TATUS : New S UbHOLDINg O F : Mutual Funds > Scottrade D$1,001 - $15,0003−128.8%
September 3, 2020BoughtMSFTfedcF ILINg S TATUS : New S UbHOLDINg O F : Mutual Funds > Scottrade D$1,001 - $15,0003+24.8%
September 2, 2020Bought ChildINTCIntel Corporation (INTC)$1,001 - $15,0003−33.2%
August 31, 2020BoughtSNEfedcF ILINg S TATUS : New S UbHOLDINg O F : Mutual Funds > Scottrade D$1,001 - $15,0003–
August 31, 2020BoughtSNEfedcF ILINg S TATUS : New S UbHOLDINg O F : Mutual Funds > Scottrade D$1,001 - $15,0003–
June 9, 2020Sold ChildAlibaba group Holding L imitedAmerican Depositary Sh ares eachrepresen$1,001 - $15,0004–
May 19, 2020BoughtROKUfedcF ILINg S TaTUS : New S UbHOLDINg O F : Mutual Funds > Scottrade D$1,001 - $15,0005−131.3%
May 12, 2020SoldfedcF ILINg S TaTUS : New S UbHOLDINg O F : Mutual Funds > Scottrade D$1,001 - $15,0005–
May 12, 2020Sold someUbHOLDINg O F : Mutual Funds > Scottrade DC alibaba group Holding L im$1,001 - $15,0005–
May 7, 2020BoughtF ILINg S TaTUS : New S UbHOLDINg O F : Mutual Funds > Scottrade DC gi$1,001 - $15,0005–
May 7, 2020SoldYETIfedcF ILINg S TaTUS : New S UbHOLDINg O F : Mutual Funds > Scottrade D$1,001 - $15,0005+119.8%
May 5, 2020BoughtfedcF ILINg S TaTUS : New S UbHOLDINg O F : Mutual Funds > Scottrade D$1,001 - $15,0005–
May 5, 2020BoughtDISfedcF ILINg S TaTUS : New S UbHOLDINg O F : Mutual Funds > Scottrade D$1,001 - $15,0005−160.2%
May 4, 2020Bought Childadvanced Micro Devices, Inc. (aMD)$1,001 - $15,0005–
May 4, 2020BoughtUbHOLDINg O F : Mutual Funds > Scottrade DC alibaba group Holding L im$1,001 - $15,0005–
May 4, 2020BoughtfedcF ILINg S TaTUS : New S UbHOLDINg O F : Mutual Funds > Scottrade D$1,001 - $15,0005–
May 4, 2020BoughtYETIfedcF ILINg S TaTUS : New S UbHOLDINg O F : Mutual Funds > Scottrade D$1,001 - $15,0005−113.5%
December 12, 2019Sold ChildYETIYETI Holdings, Inc. (YETI)$1,001 - $15,0006+119.1%
December 6, 2019SoldAAPLg fedcF IlINg s TaTus : New DC apple Inc. (aaPl)$1,001 - $15,0006−262.4%
December 6, 2019SoldAAPLg fedcF IlINg s TaTus : New DC apple Inc. (aaPl)$1,001 - $15,0006−262.4%
December 5, 2019SoldBABAIlINg s TaTus : New DC alibaba group Holding l imitedamerican Deposita$1,001 - $15,0006+192.8%
December 3, 2019Bought ChildBABAalibaba group Holding l imitedamerican Depositary sh ares eachrepresen$1,001 - $15,0006−193.3%
December 3, 2019BoughtAAPLg fedcF IlINg s TaTus : New DC apple Inc. (aaPl)$1,001 - $15,0006+280.2%
December 2, 2019BoughtAAPLg fedcF IlINg s TaTus : New DC apple Inc. (aaPl)$1,001 - $15,0006+272.4%
November 6, 2019LATEBoughtYETIg fedcF IlINg s TaTus : New DC YETI Holdings, Inc. (YETI)$1,001 - $15,0006−114.5%

Sources

Each trade links to the report it was filed on.

  1. 1
    Roger W Marshall: periodic transaction report filed September 6, 2023https://efdsearch.senate.gov/search/view/ptr/129f391b-9bb5-4ed3-a1ce-6b4e3e2a34c9/
    S129f391b-9bb5-4ed3-a1ce-6b4e3e2a34c9
  2. 2
    Roger W Marshall: periodic transaction report filed August 13, 2021https://efdsearch.senate.gov/search/view/ptr/e3c66cc8-ca84-4899-b3dd-21a0a400ffc6/
    Se3c66cc8-ca84-4899-b3dd-21a0a400ffc6
  3. 3
    Roger W. Marshall: periodic transaction report filed October 13, 2020https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20017513.pdf
    H20017513
  4. 4
    Roger W. Marshall: periodic transaction report filed July 2, 2020https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20016871.pdf
    H20016871
  5. 5
    Roger W. Marshall: periodic transaction report filed June 3, 2020https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20016692.pdf
    H20016692
  6. 6
    Roger W. Marshall: periodic transaction report filed January 9, 2020https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20013879.pdf
    H20013879