Congress Watch

Kathy Castor stock trades

Kathy Castor is a member of the U.S. House (Democrat, FL). Filings in this dataset run from 2014-05-23 to 2024-07-15 and list 84 stock transactions: 56 purchases and 28 sales. The median filing came 12 days after the trade; 13 of 84 were filed after the 45-day deadline.

Backtest copying Kathy Castor this year

84transactions
56purchases
28sales
12 dmedian delay to file

What copying Kathy Castor would have returned

$10,000 invested on 2014-05-23, buying and selling the same stocks 3 days after each filing became public, ended at $16,385 on 2026-11-09. The same money in the S&P 500 (SPY) ended at $42,499.

That headline is diluted by cash: on average only 34% of the money was invested, because the portfolio holds a few small positions. On the 3,134 days it did hold stocks, the copied holdings returned +9.9% a year against +12.3% for the S&P 500 over the same days: 2.4 percentage points behind the index.

+9.9%copied holdings, per year
+12.3%S&P 500, same days
34%avg share invested
44trades executed
Value of $10,000 copying Kathy Castor versus the S&P 5007,52117,07826,63536,19345,7502014-052020-092026-11Copy portfolioS&P 500 (SPY)Buy BEN, 2014-05-27Buy T, 2014-08-21Buy GE, 2014-10-02Buy CAT, 2015-01-08Buy BX, 2015-02-12Buy BEN, 2015-05-18Buy BX, 2015-05-18Buy CAT, 2015-05-18Buy GE, 2015-05-18Buy T, 2015-05-18Buy AAPL, 2016-03-21Buy BA, 2016-03-21Buy BAC, 2016-03-21Buy INTC, 2016-03-21Buy MRK, 2016-03-21Buy PFE, 2016-03-21Buy DIS, 2016-06-09Sell CAT, 2017-01-17Sell GE, 2017-01-17Sell T, 2017-01-17Sell BA, 2017-02-21Sell INTC, 2017-02-21Sell MRK, 2017-02-21Sell PFE, 2017-02-21Buy INTC, 2017-02-21Sell AAPL, 2017-03-23Sell DIS, 2017-08-07Buy BRK.B, 2019-02-01Buy BX, 2019-02-01Sell BAC, 2020-04-06Sell BEN, 2020-04-06Sell BRK.B, 2020-04-06Sell BX, 2020-04-06Buy DIA, 2020-04-06Buy BRK.B, 2020-04-27Buy AAL, 2020-05-26Buy BRK.B, 2020-05-26Buy LUV, 2020-05-26Sell AAL, 2020-07-20Sell LUV, 2020-07-20Buy BRK.B, 2020-08-10Buy BRK.B, 2020-10-12Sell BRK.B, 2024-04-01Sell BRK.B, 2024-07-18

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 Kathy CastorJanFebMarAprMayJunJulAugSepOctNovDec2026Jan 2026: +0.7%Feb 2026: +0.4%Mar 2026: -1.1%Apr 2026: +5.5%May 2026: +2.2%Jun 2026: +3.0%Jul 2026: -4.2%Aug 2026: -0.1%Sep 2026: +2.4%Oct 2026: -4.1%Nov 2026: -0.5%Dec 2026: no activity2025Jan 2025: +0.6%Feb 2025: +1.2%Mar 2025: -0.1%Apr 2025: -0.5%May 2025: -0.3%Jun 2025: +0.3%Jul 2025: -0.5%Aug 2025: +1.3%Sep 2025: +1.1%Oct 2025: +0.4%Nov 2025: +0.8%Dec 2025: -0.5%2024Jan 2024: +1.5%Feb 2024: +2.2%Mar 2024: +1.1%Apr 2024: -2.6%May 2024: +0.9%Jun 2024: -0.2%Jul 2024: +1.7%Aug 2024: -0.0%Sep 2024: -0.0%Oct 2024: -0.5%Nov 2024: +1.5%Dec 2024: -1.4%2023Jan 2023: +0.6%Feb 2023: -1.2%Mar 2023: +1.4%Apr 2023: +1.7%May 2023: -0.8%Jun 2023: +2.2%Jul 2023: +1.4%Aug 2023: +0.5%Sep 2023: -1.0%Oct 2023: -0.7%Nov 2023: +3.1%Dec 2023: +0.7%2022Jan 2022: +0.6%Feb 2022: +0.4%Mar 2022: +3.0%Apr 2022: -3.4%May 2022: -0.4%Jun 2022: -4.8%Jul 2022: +2.7%Aug 2022: -2.4%Sep 2022: -2.5%Oct 2022: +3.7%Nov 2022: +2.7%Dec 2022: -1.5%2021Jan 2021: +0.2%Feb 2021: +2.1%Mar 2021: +2.2%Apr 2021: +1.1%May 2021: +1.4%Jun 2021: -1.1%Jul 2021: -0.2%Aug 2021: +0.8%Sep 2021: -1.5%Oct 2021: +1.1%Nov 2021: -1.1%Dec 2021: +2.6%2020Jan 2020: +1.4%Feb 2020: -5.0%Mar 2020: -6.1%Apr 2020: +0.5%May 2020: +1.0%Jun 2020: +0.9%Jul 2020: -1.0%Aug 2020: +2.3%Sep 2020: -0.4%Oct 2020: -2.3%Nov 2020: +3.8%Dec 2020: +0.7%2019Jan 2019: +2.0%Feb 2019: +1.5%Mar 2019: +0.3%Apr 2019: +2.9%May 2019: -3.4%Jun 2019: +4.5%Jul 2019: +1.7%Aug 2019: -1.6%Sep 2019: +1.2%Oct 2019: +2.6%Nov 2019: +1.5%Dec 2019: +1.3%2018Jan 2018: +1.8%Feb 2018: -0.7%Mar 2018: -0.8%Apr 2018: -0.4%May 2018: +0.5%Jun 2018: -1.1%Jul 2018: +1.7%Aug 2018: +0.1%Sep 2018: -0.5%Oct 2018: -1.7%Nov 2018: +1.5%Dec 2018: -2.8%2017Jan 2017: +1.8%Feb 2017: +2.6%Mar 2017: -0.1%Apr 2017: +0.6%May 2017: -0.3%Jun 2017: +0.8%Jul 2017: +0.5%Aug 2017: -0.6%Sep 2017: +1.2%Oct 2017: +1.3%Nov 2017: +0.1%Dec 2017: +0.7%2016Jan 2016: -1.9%Feb 2016: +1.4%Mar 2016: +3.9%Apr 2016: -0.2%May 2016: -0.1%Jun 2016: +0.9%Jul 2016: +3.8%Aug 2016: +0.3%Sep 2016: -0.2%Oct 2016: -2.5%Nov 2016: +6.4%Dec 2016: +2.7%2015Jan 2015: -1.1%Feb 2015: +1.2%Mar 2015: -0.7%Apr 2015: +1.7%May 2015: +0.1%Jun 2015: -1.0%Jul 2015: -1.7%Aug 2015: -3.4%Sep 2015: -2.6%Oct 2015: +4.5%Nov 2015: +0.2%Dec 2015: -1.2%2014Jan 2014: no activityFeb 2014: no activityMar 2014: no activityApr 2014: no activityMay 2014: -0.0%Jun 2014: +0.2%Jul 2014: -0.3%Aug 2014: +0.3%Sep 2014: -0.1%Oct 2014: +0.2%Nov 2014: +0.3%Dec 2014: -0.5%

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.

21 copy orders were not placed (no price history, no cash left or the position limit was reached) and 0 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.

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Activity by year

Disclosed stock transactions per year, Kathy Castor012252014: 420142015: 1020152016: 920162017: 1420172019: 420192020: 2520202021: 1620212024: 22024

Transactions by the year the report was filed.

Trades by month

Disclosed stock transactions per month, Kathy CastorJanFebMarAprMayJunJulAugSepOctNovDec2024Jan 2024: no activityFeb 2024: no activityMar 2024: 1 tradeApr 2024: no activityMay 2024: no activityJun 2024: no activityJul 2024: 1 tradeAug 2024: no activitySep 2024: no activityOct 2024: no activityNov 2024: no activityDec 2024: no activity2023Jan 2023: no activityFeb 2023: no activityMar 2023: no activityApr 2023: no activityMay 2023: no activityJun 2023: no activityJul 2023: no activityAug 2023: no activitySep 2023: no activityOct 2023: no activityNov 2023: no activityDec 2023: no activity2022Jan 2022: no activityFeb 2022: no activityMar 2022: no activityApr 2022: no activityMay 2022: no activityJun 2022: no activityJul 2022: no activityAug 2022: no activitySep 2022: no activityOct 2022: no activityNov 2022: no activityDec 2022: no activity2021Jan 2021: 1 tradeFeb 2021: 2 tradesMar 2021: no activityApr 2021: 5 tradesMay 2021: no activityJun 2021: 2 tradesJul 2021: 6 tradesAug 2021: no activitySep 2021: no activityOct 2021: no activityNov 2021: no activityDec 2021: no activity2020Jan 2020: 2 tradesFeb 2020: no activityMar 2020: no activityApr 2020: 10 tradesMay 2020: 5 tradesJun 2020: no activityJul 2020: 3 tradesAug 2020: 1 tradeSep 2020: no activityOct 2020: 3 tradesNov 2020: no activityDec 2020: 1 trade2019Jan 2019: 2 tradesFeb 2019: no activityMar 2019: no activityApr 2019: no activityMay 2019: no activityJun 2019: no activityJul 2019: no activityAug 2019: 2 tradesSep 2019: no activityOct 2019: no activityNov 2019: no activityDec 2019: no activity2018Jan 2018: no activityFeb 2018: no activityMar 2018: no activityApr 2018: no activityMay 2018: no activityJun 2018: no activityJul 2018: no activityAug 2018: no activitySep 2018: no activityOct 2018: no activityNov 2018: no activityDec 2018: no activity2017Jan 2017: 6 tradesFeb 2017: 5 tradesMar 2017: 1 tradeApr 2017: no activityMay 2017: 1 tradeJun 2017: no activityJul 2017: no activityAug 2017: 1 tradeSep 2017: no activityOct 2017: no activityNov 2017: no activityDec 2017: no activity2016Jan 2016: no activityFeb 2016: no activityMar 2016: 6 tradesApr 2016: no activityMay 2016: 2 tradesJun 2016: 1 tradeJul 2016: no activityAug 2016: no activitySep 2016: no activityOct 2016: no activityNov 2016: no activityDec 2016: no activity2015Jan 2015: 1 tradeFeb 2015: 2 tradesMar 2015: no activityApr 2015: no activityMay 2015: 7 tradesJun 2015: no activityJul 2015: no activityAug 2015: no activitySep 2015: no activityOct 2015: no activityNov 2015: no activityDec 2015: no activity2014Jan 2014: no activityFeb 2014: no activityMar 2014: no activityApr 2014: no activityMay 2014: 2 tradesJun 2014: no activityJul 2014: no activityAug 2014: 1 tradeSep 2014: 1 tradeOct 2014: no activityNov 2014: no activityDec 2014: no activity

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

By year: 2021 · 2020 · 2017 · 2015 ·

Most traded stocks

StockTradesBuysSales
BRK.B Berkshire Hathaway Inc. New Common Stock 29263
BIF Boulder Growth & Income Fund, Inc. 541
T AT&T Inc. 422
LUV Southwest Airlines Company Common Stock 422
BX Blackstone Inc. Common Stock 431
INTC Intel Corporation - Common Stock 321
GE GE Aerospace Common Stock 321
DOW Dow Inc. Common Stock 303
DIA sPDR Dow Jones Industrial average ETF 330
CAT Caterpillar, Inc. Common Stock 321
BEN Franklin Resources, Inc. Common Stock 321
PFE Pfizer, Inc. Common Stock 211
MRK Merck & Company, Inc. Common Stock 211
ETFC E*TRaDE Financial Corporation 202
DIS Walt Disney Company 211

Disclosed transactions

Download stock and fund transactions as CSV · Compare Kathy Castor with another member

FiledTradedTypeAssetAmountFiling
2024-07-152024-07-15Partial sale BRK.B Berkshire Hathaway Inc. New Common Stock $15,001 - $50,000 Source
2024-03-282024-03-28Partial sale BRK.B Berkshire Hathaway Inc. New Common Stock $15,001 - $50,000 Source
2021-07-292021-07-16Buy BRK.B Berkshire Hathaway Inc. New Common Stock $1,001 - f $15,000 Source
2021-07-292021-06-25Buy BRK.B Berkshire Hathaway Inc. New Common Stock $1,001 - c $15,000 Source
2021-07-292021-06-18Buy BRK.B Berkshire Hathaway Inc. New Common Stock $1,001 - g $15,000 Source
2021-07-272020-07-16Buy BRK.B Berkshire Hathaway Inc. New Common Stock $1,001 - $15,000 c Source
2021-07-272020-06-25Buy BRK.B Berkshire Hathaway Inc. New Common Stock $1,001 - $15,000 c Source
2021-07-272020-06-18Buy BRK.B Berkshire Hathaway Inc. New Common Stock $1,001 - $15,000 c Source
2021-06-142021-06-14Buy BRK.B Berkshire Hathaway Inc. New Common Stock $1,001 - $15,000 e Source
2021-06-142021-05-21Buy BRK.B Berkshire Hathaway Inc. New Common Stock $1,001 - $15,000 e Source
2021-04-142021-04-14Buy BRK.B Berkshire Hathaway Inc. New Common Stock $1,001 - $15,000 g Source
2021-04-142021-04-13Buy BRK.B Berkshire Hathaway Inc. New Common Stock $1,001 - $15,000 c Source
2021-04-142021-04-09Buy BRK.B Berkshire Hathaway Inc. New Common Stock $1,001 - $15,000 g Source
2021-04-142021-03-31Buy BRK.B Berkshire Hathaway Inc. New Common Stock $1,001 - $15,000 c Source
2021-04-142021-03-15Buy BRK.B Berkshire Hathaway Inc. New Common Stock $1,001 - $15,000 c Source
2021-02-182021-02-17Buy BRK.B Berkshire Hathaway Inc. New Common Stock $1,001 - $15,000 e Source
2021-02-182021-02-01Buy BRK.B Berkshire Hathaway Inc. New Common Stock $1,001 - $15,000 e Source
2021-01-042021-01-04Buy BRK.B Berkshire Hathaway Inc. New Common Stock $1,001 - $15,000 g Source
2020-12-022020-11-16Buy BRK.B Berkshire Hathaway Inc. New Common Stock $1,001 - $15,000 g Source
2020-10-082020-10-05Buy BRK.B Berkshire Hathaway Inc. New Common Stock $1,001 - $15,000 d Source
2020-10-082020-09-25Buy BRK.B Berkshire Hathaway Inc. New Common Stock $1,001 - $15,000 c Source
2020-10-082020-09-21Buy BRK.B Berkshire Hathaway Inc. New Common Stock $1,001 - $15,000 c Source
2020-08-062020-08-04Buy BRK.B Berkshire Hathaway Inc. New Common Stock $1,001 - $15,000 g Source
2020-07-162020-07-14Sale LUV Southwest Airlines Company Common Stock $1,001 - $15,000 g Source
2020-07-162020-07-14Sale AAL American Airlines group, Inc. $1,001 - $15,000 g Source
2020-07-162020-07-10Partial sale LUV Southwest Airlines Company Common Stock $1,001 - $15,000 g Source
2020-05-202020-05-19Buy LUV Southwest Airlines Company Common Stock $1,001 - $15,000 f Source
2020-05-202020-05-19Buy AAL American Airlines group, Inc. $1,001 - $15,000 d Source
2020-05-202020-05-19Buy LUV Southwest Airlines Company Common Stock $1,001 - $15,000 c Source
2020-05-202020-05-18Buy BRK.B Berkshire Hathaway Inc. New Common Stock $1,001 - $15,000 e Source
2020-05-202020-05-04Buy BRK.B Berkshire Hathaway Inc. New Common Stock $1,001 - $15,000 g Source
2020-04-222020-04-21Buy BRK.B Berkshire Hathaway Inc. New Common Stock $15,001 - g $50,000 Source
2020-04-222020-04-15Buy BRK.B Berkshire Hathaway Inc. New Common Stock $50,001 - f $100,000 Source
2020-04-032020-03-27Buy DIA sPDR Dow Jones Industrial average ETF $1,001 - $15,000 d Source
2020-04-032020-03-27Buy DIA sPDR Dow Jones Industrial average ETF $1,001 - $15,000 d Source
2020-04-032020-03-24Buy DIA sPDR Dow Jones Industrial average ETF $15,001 - f $50,000 Source
2020-04-032020-03-10Sale BAC Bank of America Corporation Common Stock $15,001 - f $50,000 Source
2020-04-032020-03-10Sale BRK.B Berkshire Hathaway Inc. New Common Stock $15,001 - d $50,000 Source
2020-04-032020-03-10Sale BIF Boulder Growth & Income Fund, Inc. $1,001 - $15,000 g Source
2020-04-032020-03-10Sale BEN Franklin Resources, Inc. Common Stock $1,001 - $15,000 g Source
2020-04-032020-03-10Sale BX Blackstone Inc. Common Stock $1,001 - $15,000 b Source
2020-01-082020-01-03Buy BIF Boulder Growth & Income Fund, Inc. $1,001 - $15,000 g Source
2020-01-082019-12-27Buy BIF Boulder Growth & Income Fund, Inc. $1,001 - $15,000 f Source
2019-08-212019-08-07Buy BIF Boulder Growth & Income Fund, Inc. $1,001 - $15,000 g Source
2019-08-062019-07-31Buy BIF Boulder Growth & Income Fund, Inc. $1,001 - $15,000 g Source
2019-01-292019-01-28Buy BRK.B Berkshire Hathaway Inc. New Common Stock $15,001 - c $50,000 Source
2019-01-292019-01-24Buy BX Blackstone Inc. Common Stock $1,001 - $15,000 e Source
2017-08-042017-08-04Sale DIS Walt Disney Company $1,001 - $15,000 Source
2017-05-032016-12-14Sale T AT&T Inc. $50,001 - $100,000 Source
2017-03-202017-03-15Sale AAPL Apple Inc. - Common Stock $1,001 - $15,000 Source
2017-02-152017-02-14Sale BA Boeing Company $15,001 - $50,000 Source
2017-02-152017-02-14Sale PFE Pfizer, Inc. Common Stock $1,001 - $15,000 Source
2017-02-152017-02-14Sale MRK Merck & Company, Inc. Common Stock $1,001 - $15,000 Source
2017-02-152017-02-14Sale INTC Intel Corporation - Common Stock $1,001 - $15,000 Source
2017-02-152017-02-14Buy INTC Intel Corporation - Common Stock $1,001 - $15,000 Source
2017-01-112016-12-15Sale ARNC arconic Inc. $1,001 - $15,000 Source
2017-01-112016-12-09Sale T AT&T Inc. $1,001 - $15,000 Source
2017-01-112016-12-09Sale GE GE Aerospace Common Stock $1,001 - $15,000 Source
2017-01-112016-12-09Sale CAT Caterpillar, Inc. Common Stock $1,001 - $15,000 Source
2017-01-112016-11-01Buy ARNC arconic Inc. $1,001 - $15,000 Source
2017-01-112016-11-01Sale AA Alcoa Corporation Common Stock $1,001 - $15,000 Source
2016-06-062016-06-06Buy DIS Walt Disney Company $1,001 - $15,000 Source
2016-05-032016-05-02Sale DOW Dow Inc. Common Stock $1,001 - $15,000 Source
2016-05-032016-03-28Sale VZ Verizon Communications Inc. Common Stock $15,001 - $50,000 Source
2016-03-182016-02-26Buy AAPL Apple Inc. - Common Stock $1,001 - $15,000 Source
2016-03-182016-02-12Buy PFE Pfizer, Inc. Common Stock $1,001 - $15,000 Source
2016-03-182016-02-12Buy MRK Merck & Company, Inc. Common Stock $1,001 - $15,000 Source
2016-03-182016-02-12Buy INTC Intel Corporation - Common Stock $1,001 - $15,000 Source
2016-03-182016-02-12Buy BAC Bank of America Corporation Common Stock $1,001 - $15,000 Source
2016-03-182016-02-12Buy BA Boeing Company $1,001 - $15,000 Source
2015-05-142015-02-06Sale ETFC E*TRaDE Financial Corporation $1,001 - $15,000 Source
2015-05-142015-02-06Buy BX Blackstone Inc. Common Stock $1,001 - $15,000 Source
2015-05-142014-12-24Buy CAT Caterpillar, Inc. Common Stock $1,001 - $15,000 Source
2015-05-142014-09-26Buy GE GE Aerospace Common Stock $1,001 - $15,000 Source
2015-05-142014-08-18Buy T AT&T Inc. $1,001 - $15,000 Source
2015-05-142014-05-23Sale DOW Dow Inc. Common Stock $1,001 - $15,000 Source
2015-05-142014-05-23Buy BEN Franklin Resources, Inc. Common Stock $1,001 - $15,000 Source
2015-02-092015-02-06Sale ETFC E*TRaDE Financial Corporation $1,001 - $15,000 Source
2015-02-092015-02-06Buy BX Blackstone Inc. Common Stock $1,001 - $15,000 Source
2015-01-052014-12-24Buy CAT Caterpillar, Inc. Common Stock $1,001 - $15,000 Source
2014-09-292014-09-26Buy GE GE Aerospace Common Stock $1,001 - $15,000 Source
2014-08-182014-08-18Buy T AT&T Inc. $1,001 - $15,000 Source
2014-05-232014-05-23Sale DOW Dow Inc. Common Stock $1,001 - $15,000 Source
2014-05-232014-05-23Buy BEN Franklin Resources, Inc. Common Stock $1,001 - $15,000 Source

Other members from FL

Members who trade the same stocks

Common questions

Did Kathy Castor beat the market?
Copying Kathy Castor's disclosed stock trades 3 days after each filing returned +9.9% a year on the days the money was invested, against +12.3% for the S&P 500 over the same days: 2.4 percentage points behind the index. This is a hypothetical backtest from 2014-05-23 to 2026-11-09, not investment advice.
How many stock trades has Kathy Castor disclosed?
Kathy Castor disclosed 84 stock transactions between 2014-05-23 and 2024-07-15: 56 purchases and 28 sales.
Which stocks does Kathy Castor trade most?
The most traded stocks in Kathy Castor's filings are BRK.B (29), BIF (5) and T (4), by number of transactions.
How quickly does Kathy Castor report trades?
The median filing came 12 days after the trade. 13 of 84 filings arrived after the 45-day deadline.

Atom feed of Kathy Castor's new filings