Congress Watch

Ed Whitfield stock trades

Ed Whitfield is a member of the U.S. House (Republican, KY). Filings in this dataset run from 2014-05-14 to 2016-10-20 and list 158 stock transactions: 108 purchases and 50 sales. The median filing came 30 days after the trade; 12 of 158 were filed after the 45-day deadline.

Backtest copying Ed Whitfield this year

158transactions
108purchases
50sales
30 dmedian delay to file

What copying Ed Whitfield would have returned

$10,000 invested on 2014-05-14, buying and selling the same stocks 3 days after each filing became public, ended at $47,291 on 2026-11-09. The same money in the S&P 500 (SPY) ended at $42,492.

That headline is diluted by cash: on average only 92% of the money was invested, because the portfolio holds a few small positions. On the 3,139 days it did hold stocks, the copied holdings returned +12.5% a year against +12.4% for the S&P 500 over the same days: 0.1 percentage points ahead of the index.

+12.5%copied holdings, per year
+12.4%S&P 500, same days
92%avg share invested
40trades executed
Value of $10,000 copying Ed Whitfield versus the S&P 5007,51820,06132,60545,14857,6912014-052020-082026-11Copy portfolioS&P 500 (SPY)Buy IP, 2014-05-19Buy LBTYA, 2014-05-19Buy VUG, 2014-05-19Buy VXUS, 2014-05-19Buy DEO, 2014-08-18Buy INGR, 2014-08-18Buy PFF, 2014-08-18Buy PM, 2014-08-18Buy SJM, 2014-08-18Buy DIS, 2014-10-13Buy GE, 2014-10-13Buy IEMG, 2014-10-13Buy INCY, 2014-10-13Buy INGR, 2014-10-13Buy SLB, 2014-10-13Buy DIS, 2014-11-17Buy MU, 2015-01-12Buy CAT, 2015-05-18Buy KR, 2015-05-18Buy DEA, 2015-07-16Sell LBTYA, 2015-08-17Buy DEA, 2015-08-17Buy WFC, 2015-08-17Buy GILD, 2015-09-18Buy GILD, 2015-10-19Sell PM, 2015-12-21Buy COF, 2015-12-21Buy WFC, 2015-12-21Sell CAT, 2016-01-19Buy AMZN, 2016-01-19Buy AEP, 2016-02-05Sell DIS, 2016-03-14Buy AMZN, 2016-03-14Buy BIIB, 2016-03-14Sell BIIB, 2016-05-13Buy AVGO, 2016-06-17Buy GE, 2016-06-17Buy DEA, 2016-08-15Sell DEO, 2016-09-19Buy CHTR, 2016-10-24

Value of the whole copy portfolio including cash (teal) and of the same money in SPY (red), sampled across the period. Green dots are copied purchases and red dots copied sales (at most 300 are drawn).

Gain or loss by month

Monthly return copying Ed WhitfieldJanFebMarAprMayJunJulAugSepOctNovDec2026Jan 2026: +4.9%Feb 2026: -2.8%Mar 2026: -6.2%Apr 2026: +23.2%May 2026: +18.2%Jun 2026: -0.5%Jul 2026: -6.5%Aug 2026: +2.7%Sep 2026: +0.1%Oct 2026: -7.4%Nov 2026: -7.5%Dec 2026: no activity2025Jan 2025: +2.8%Feb 2025: -4.9%Mar 2025: -7.7%Apr 2025: +1.4%May 2025: +11.8%Jun 2025: +8.1%Jul 2025: +2.4%Aug 2025: +1.3%Sep 2025: +4.7%Oct 2025: +8.2%Nov 2025: +2.4%Dec 2025: -2.8%2024Jan 2024: +1.1%Feb 2024: +6.2%Mar 2024: +4.4%Apr 2024: -2.6%May 2024: +2.9%Jun 2024: +6.8%Jul 2024: +0.8%Aug 2024: -1.2%Sep 2024: +3.8%Oct 2024: -0.5%Nov 2024: +4.5%Dec 2024: +6.7%2023Jan 2023: +10.7%Feb 2023: -4.3%Mar 2023: +3.2%Apr 2023: +1.1%May 2023: +4.9%Jun 2023: +4.9%Jul 2023: +4.2%Aug 2023: -0.7%Sep 2023: -6.0%Oct 2023: -0.6%Nov 2023: +7.5%Dec 2023: +8.1%2022Jan 2022: -6.2%Feb 2022: +0.1%Mar 2022: +1.8%Apr 2022: -12.0%May 2022: +2.3%Jun 2022: -9.8%Jul 2022: +9.1%Aug 2022: -4.5%Sep 2022: -10.0%Oct 2022: +4.2%Nov 2022: +3.4%Dec 2022: -5.5%2021Jan 2021: -0.3%Feb 2021: +1.9%Mar 2021: +1.0%Apr 2021: +5.8%May 2021: -0.5%Jun 2021: +2.1%Jul 2021: -0.8%Aug 2021: +2.2%Sep 2021: -4.4%Oct 2021: +1.6%Nov 2021: +1.4%Dec 2021: +3.5%2020Jan 2020: -0.3%Feb 2020: -4.8%Mar 2020: -7.1%Apr 2020: +14.8%May 2020: +1.5%Jun 2020: +3.3%Jul 2020: +6.1%Aug 2020: +4.3%Sep 2020: -3.8%Oct 2020: -2.4%Nov 2020: +8.0%Dec 2020: +4.5%2019Jan 2019: +12.1%Feb 2019: +0.2%Mar 2019: +2.8%Apr 2019: +3.3%May 2019: -7.8%Jun 2019: +5.9%Jul 2019: +0.2%Aug 2019: -1.6%Sep 2019: +0.9%Oct 2019: +3.7%Nov 2019: +4.0%Dec 2019: +3.0%2018Jan 2018: +5.5%Feb 2018: -3.6%Mar 2018: -1.7%Apr 2018: -2.7%May 2018: +2.1%Jun 2018: +0.3%Jul 2018: +0.1%Aug 2018: +3.8%Sep 2018: -1.3%Oct 2018: -9.2%Nov 2018: +1.6%Dec 2018: -8.7%2017Jan 2017: +5.2%Feb 2017: +1.7%Mar 2017: +0.1%Apr 2017: +0.1%May 2017: +0.8%Jun 2017: -0.2%Jul 2017: +2.3%Aug 2017: -0.5%Sep 2017: -0.8%Oct 2017: +2.3%Nov 2017: +2.3%Dec 2017: +0.8%2016Jan 2016: -6.6%Feb 2016: -0.3%Mar 2016: +5.3%Apr 2016: +2.4%May 2016: +2.6%Jun 2016: +2.8%Jul 2016: +3.6%Aug 2016: -0.1%Sep 2016: +0.8%Oct 2016: -2.3%Nov 2016: +1.8%Dec 2016: +3.2%2015Jan 2015: -1.4%Feb 2015: +5.9%Mar 2015: -1.9%Apr 2015: +3.3%May 2015: +1.7%Jun 2015: -3.4%Jul 2015: +1.9%Aug 2015: -4.2%Sep 2015: -2.2%Oct 2015: +8.7%Nov 2015: +0.5%Dec 2015: -2.9%2014Jan 2014: no activityFeb 2014: no activityMar 2014: no activityApr 2014: no activityMay 2014: +0.5%Jun 2014: +0.4%Jul 2014: -0.7%Aug 2014: +0.8%Sep 2014: -1.2%Oct 2014: +5.3%Nov 2014: +2.5%Dec 2014: -1.2%

Monthly return of the whole copy portfolio, cash included. Green months gained, red months lost; darker means a bigger move. Grey months had no change.

89 copy orders were not placed (no price history, no cash left or the position limit was reached) and 10 disclosed lines could not be copied at all (no ticker, options, bonds). Hypothetical result computed 2026-11-09 with data through 2026-11-09; see the methodology. Not investment advice.

Try your own settings for Ed Whitfield

Activity by year

Disclosed stock transactions per year, Ed Whitfield0501002014: 4620142015: 3620152016: 762016

Transactions by the year the report was filed.

Trades by month

Disclosed stock transactions per month, Ed WhitfieldJanFebMarAprMayJunJulAugSepOctNovDec2016Jan 2016: 13 tradesFeb 2016: 19 tradesMar 2016: 11 tradesApr 2016: 5 tradesMay 2016: 2 tradesJun 2016: 9 tradesJul 2016: 1 tradeAug 2016: 12 tradesSep 2016: 3 tradesOct 2016: 1 tradeNov 2016: no activityDec 2016: no activity2015Jan 2015: 2 tradesFeb 2015: no activityMar 2015: 1 tradeApr 2015: 2 tradesMay 2015: 5 tradesJun 2015: no activityJul 2015: 3 tradesAug 2015: 6 tradesSep 2015: 5 tradesOct 2015: 4 tradesNov 2015: no activityDec 2015: 6 trades2014Jan 2014: no activityFeb 2014: no activityMar 2014: no activityApr 2014: no activityMay 2014: 12 tradesJun 2014: 5 tradesJul 2014: 1 tradeAug 2014: 11 tradesSep 2014: 2 tradesOct 2014: 9 tradesNov 2014: 4 tradesDec 2014: 2 trades

Disclosed stock and fund transactions by the month the report was filed; darker means more.

By year: 2016 · 2015 · 2014

Most traded stocks

StockTradesBuysSales
MSG The Madison Square garden Company... 642
PM Philip Morris International Inc Common Stock 532
LMCK Liberty Media Corporation - series C 514
DIS Walt Disney Company 532
BIIB Biogen Inc. - Common Stock 532
WFC Wells Fargo & Company Common Stock 440
WBA Walgreens Boots Alliance, Inc. - Common Stock 431
LBRDK Liberty Broadband Corporation -... 413
GE GE Aerospace Common Stock 440
DEA Easterly government Properties, Inc. 440
AMZN Amazon.com, Inc. - Common Stock 440
LLY Eli Lilly and Company Common Stock 321
LILA liberty global plc - Class a Ordinary shares 321
LBTYA Liberty Global plc (NASDAQ) 321
IP International Paper Company Common Stock 330

Disclosed transactions

Download stock and fund transactions as CSV · Compare Ed Whitfield with another member

FiledTradedTypeAssetAmountFiling
2015-07-132015-06-22Buy DEA Easterly government Properties, Inc. $1,001 - $15,000 Source
2015-07-132015-06-04Buy TMUS T-Mobile US, Inc. $1,001 - $15,000 Source
2015-05-142015-04-28Sale us Bancorp Del DEPOsITaRY sH s g (usB$N) $1,001 - $15,000 Source
2015-05-142015-04-27Buy CAT Caterpillar, Inc. Common Stock $15,001 - $50,000 Source
2015-05-142015-04-27Buy CYT Cytec Industries Inc. $1,001 - $15,000 Source
2015-05-142015-04-27Sale AMAT Applied Materials, Inc. - Common Stock $1,001 - $15,000 Source
2015-05-142015-04-22Buy KR Kroger Company $1,001 - $15,000 Source
2015-04-132015-03-23Sale TMK Torchmark Corporation $1,001 - $15,000 Source
2015-04-132015-03-10Sale PETM Petsmart, Inc $1,001 - $15,000 Source
2015-03-132015-02-13Sale CSCO Cisco Systems, Inc. - Common Stock $1,001 - $15,000 Source
2015-01-082014-12-30Buy MU Micron Technology, Inc. - Common Stock $1,001 - $15,000 Source
2015-01-082014-12-01Sale CSCO Cisco Systems, Inc. - Common Stock $1,001 - $15,000 Source
2014-12-092014-11-03Buy MSG The Madison Square garden Company Class... $1,001 - $15,000 Source
2014-12-022013-09-16Sale LLTI laserlock Technologies, Inc. $15,001 - $50,000 Source
2014-11-132014-10-28Buy MSG The Madison Square garden Company Class... $1,001 - $15,000 Source
2014-11-132014-10-15Buy DIS Walt Disney Company $1,001 - $15,000 Source
2014-11-132014-10-13Buy DIS Walt Disney Company $1,001 - $15,000 Source
2014-11-132014-10-01Buy DISCK Discovery Communications, Inc. - series C $1,001 - $15,000 Source
2014-10-082014-09-25Buy INGR Ingredion Incorporated Common Stock $1,001 - $15,000 Source
2014-10-082014-09-25Buy IEMG iShares Core MSCI Emerging Markets ETF $1,001 - $15,000 Source
2014-10-082014-09-25Buy DIS Walt Disney Company $1,001 - $15,000 Source
2014-10-082014-09-25Buy CBI Chicago Bridge & Iron Company N.V. $1,001 - $15,000 Source
2014-10-082014-09-24Buy GE GE Aerospace Common Stock $1,001 - $15,000 Source
2014-10-082014-09-22Buy SLB Schlumberger N.V. Common Stock $1,001 - $15,000 Source
2014-10-082014-09-22Buy INCY Incyte Corporation $1,001 - $15,000 Source
2014-10-082014-09-18Sale SJT San Juan Basin Royalty Trust $15,001 - $50,000 Source
2014-10-082014-09-11Buy Interest in students lofts at st. louis... $100,001 - $250,000 Source
2014-09-152014-08-11Sale Virginia Resource Authority Bond $50,001 - $100,000 Source
2014-09-152014-08-11Sale Virginia Commonwealth Bond $50,001 - $100,000 Source
2014-08-142014-07-31Buy SJM The J. M. Smucker Company $1,001 - $15,000 Source
2014-08-142014-07-31Buy SJM The J. M. Smucker Company $1,001 - $15,000 Source
2014-08-142014-07-31Buy PM Philip Morris International Inc Common Stock $1,001 - $15,000 Source
2014-08-142014-07-31Buy PETM Petsmart, Inc $1,001 - $15,000 Source
2014-08-142014-07-31Buy INGR Ingredion Incorporated Common Stock $1,001 - $15,000 Source
2014-08-142014-07-30Buy PM Philip Morris International Inc Common Stock $1,001 - $15,000 Source
2014-08-142014-07-30Buy PFF iShares US Preferred Stock ETF $1,001 - $15,000 Source
2014-08-142014-07-29Buy PFF iShares US Preferred Stock ETF $1,001 - $15,000 Source
2014-08-142014-07-25Buy DEO Diageo Plc ADR $1,001 - $15,000 Source
2014-08-142014-07-10Buy PM Philip Morris International Inc Common Stock $1,001 - $15,000 Source
2014-08-142014-07-10Buy DEO Diageo Plc ADR $1,001 - $15,000 Source
2014-07-092014-06-13Sale DOM Dominion Resources Black Warrior Trust $1,001 - $15,000 Source
2014-06-092014-05-30Sale VZ Verizon Communications Inc. Common Stock $1,001 - $15,000 Source
2014-06-092014-05-30Sale DOM Dominion Resources Black Warrior Trust $1,001 - $15,000 Source
2014-06-092014-05-30Buy CBI Chicago Bridge & Iron Company N.V. $1,001 - $15,000 Source
2014-06-092014-05-30Buy us Bancorp Del DEPOsITaRY sH s g (usB$N) $1,001 - $15,000 Source
2014-06-092014-05-22Buy LO Lorillard, Inc $1,001 - $15,000 Source
2014-05-142014-04-30Sale AEM Agnico Eagle Mines limited $1,001 - $15,000 Source
2014-05-142014-04-08Buy VXUS Vanguard Total International Stock ETF $1,001 - $15,000 Source
2014-05-142014-04-08Buy VUG Vanguard Growth ETF $1,001 - $15,000 Source
2014-05-142014-04-08Sale VOO Vanguard S&P 500 ETF $1,001 - $15,000 Source
2014-05-142014-04-08Sale schering-Plough $1,001 - $15,000 Source
2014-05-142014-04-07Buy VODPD Vodafone group Plc Ordinary shares $1,001 - $15,000 Source
2014-05-142014-04-07Buy LBTYA Liberty Global plc (NASDAQ) $1,001 - $15,000 Source
2014-05-142014-04-07Buy IP International Paper Company Common Stock $1,001 - $15,000 Source
2014-05-142014-04-07Buy ABC AmerisourceBergen Corporation Common Stock $1,001 - $15,000 Source
2014-05-142014-04-01Buy LBTYA Liberty Global plc (NASDAQ) $1,001 - $15,000 Source
2014-05-142014-04-01Buy IP International Paper Company Common Stock $1,001 - $15,000 Source
2014-05-142014-04-01Sale Harbor Bond Fund $1,001 - $15,000 Source

Other members from KY

Members who trade the same stocks

Common questions

Did Ed Whitfield beat the market?
Copying Ed Whitfield's disclosed stock trades 3 days after each filing returned +12.5% a year on the days the money was invested, against +12.4% for the S&P 500 over the same days: 0.1 percentage points ahead of the index. This is a hypothetical backtest from 2014-05-14 to 2026-11-09, not investment advice.
How many stock trades has Ed Whitfield disclosed?
Ed Whitfield disclosed 158 stock transactions between 2014-05-14 and 2016-10-20: 108 purchases and 50 sales.
Which stocks does Ed Whitfield trade most?
The most traded stocks in Ed Whitfield's filings are MSG (6), PM (5) and LMCK (5), by number of transactions.
How quickly does Ed Whitfield report trades?
The median filing came 30 days after the trade. 12 of 158 filings arrived after the 45-day deadline.

Atom feed of Ed Whitfield's new filings