Business · Congress trades · House

Ron Estes

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

Trades17
Buys / sales11 / 6
Estimated volume$185KMiddle of each reported range
Trades that beat the market33.3%3 of 9: did better than the same money in the S&P 500 that day
Typical trade vs. the market−6.4%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

VZ · sold July 12, 2022, $1,001 - $15,000

+115.2% vs. the S&P 500 since

Worst-timed trade

MRVL · sold September 27, 2022, $1,001 - $15,000

−343.5% vs. the S&P 500 since

The portfolio against the market

Our rebuild of the household's disclosed stocks and options since March 31, 2022: −18.0% against +65.3% for the S&P 500. Hover for any quarter.

PortfolioS&P 500 (SPY)
-40%-20%0%+20%+40%+60%+80%2023202420252026March 31, 2022: portfolio +0.0%, S&P 500 +0.0%June 30, 2022: portfolio −10.4%, S&P 500 −16.5%September 30, 2022: portfolio −18.0%, S&P 500 −20.9%December 31, 2022: portfolio −18.0%, S&P 500 −15.3%March 31, 2023: portfolio −18.0%, S&P 500 −9.4%June 30, 2023: portfolio −18.0%, S&P 500 −1.9%September 30, 2023: portfolio −18.0%, S&P 500 −5.3%December 31, 2023: portfolio −18.0%, S&P 500 +5.2%March 31, 2024: portfolio −18.0%, S&P 500 +15.8%June 30, 2024: portfolio −18.0%, S&P 500 +20.5%September 30, 2024: portfolio −18.0%, S&P 500 +27.0%December 31, 2024: portfolio −18.0%, S&P 500 +29.8%March 31, 2025: portfolio −18.0%, S&P 500 +23.9%June 30, 2025: portfolio −18.0%, S&P 500 +36.8%September 30, 2025: portfolio −18.0%, S&P 500 +47.5%December 31, 2025: portfolio −18.0%, S&P 500 +51.0%March 31, 2026: portfolio −18.0%, S&P 500 +44.0%June 30, 2026: portfolio −18.0%, S&P 500 +65.3%

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

Most traded: CVX (2), VZ (2), SPR (2), WFC (2), HON (2), MRVL (1)

Every trade

TradedWhatStockAmountVs. the market since
April 17, 2023LATEBoughtUS Treasury Savings Bond$1,001 - $15,0001–
April 17, 2023LATEBoughtF S: New US Treasury Savings Bond$1,001 - $15,0001–
April 17, 2023LATEBoughtF S: New US Treasury Savings Bond$1,001 - $15,0001–
September 27, 2022SoldMRVLMarvell Technology, Inc. (MRVL)$1,001 - $15,0002−343.5%
August 1, 2022BoughtF S: New US Treasury Savings Bond$1,001 - $15,0003–
July 19, 2022SoldCVXChevron Corporation (CVX)$1,001 - $15,0003+41.2%
July 12, 2022SoldVZF S: New Verizon Communications Inc. (VZ)$1,001 - $15,0003+115.2%
July 5, 2022SoldSPRF S: New Spirit Aerosystems Holdings, Inc. (SPR)$1,001 - $15,0003–
July 5, 2022SoldWFCF S: New Wells Fargo & Company (WFC)$1,001 - $15,0003−4.3%
June 17, 2022BoughtUS Treasury Savings Bond$1,001 - $15,0004–
May 31, 2022Sold JointHONHoneywell International Inc. (HON)$15,001 - $50,0005+76.9%
March 4, 2022BoughtHONg fedcF IlINg S TATuS : New Honeywell International Inc. (HON)$15,001 - $50,0006−65.0%
March 4, 2022BoughtSPRg fedcF IlINg S TATuS : New Spirit Aerosystems Holdings , Inc.(SPR)$1,001 - $15,0006–
February 16, 2022BoughtVZg fedcF IlINg S TATuS : New Verizon Communications Inc. (VZ)$1,001 - $15,0006−89.7%
February 16, 2022BoughtWFCg fedcF IlINg S TATuS : New Wells Fargo & Company (WFC)$1,001 - $15,0006−30.5%
February 10, 2022BoughtCVXChevron Corporation (CVX)$1,001 - $15,0006−6.4%
February 10, 2022Boughtg fedcF IlINg S TATuS : New Marvell Technology, Inc. (MRVl)$1,001 - $15,0006–

Sources

Each trade links to the report it was filed on.

  1. 1
    Ron Estes: periodic transaction report filed September 30, 2023https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/20023779.pdf
    H20023779
  2. 2
    Ron Estes: periodic transaction report filed September 30, 2022https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/20021779.pdf
    H20021779
  3. 3
    Ron Estes: periodic transaction report filed August 1, 2022https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/20021461.pdf
    H20021461
  4. 4
    Ron Estes: periodic transaction report filed July 18, 2022https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/20021397.pdf
    H20021397
  5. 5
    Ron Estes: periodic transaction report filed June 3, 2022https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/20021149.pdf
    H20021149
  6. 6
    Ron Estes: periodic transaction report filed March 9, 2022https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/20020587.pdf
    H20020587