Congress WatchWilliam Cassidy stock trades
William Cassidy is a member of the U.S. Senate (Republican, LA). Filings in this dataset run from 2015-08-20 to 2020-12-08 and list 208 stock transactions: 91 purchases and 117 sales. The median filing came 32 days after the trade; 58 of 208 were filed after the 45-day deadline.
Backtest copying William Cassidy this year
What copying William Cassidy would have returned
$10,000 invested on 2015-08-20, buying and selling the same stocks 3 days after each filing became public, ended at $22,817 on 2026-11-09. The same money in the S&P 500 (SPY) ended at $38,811.
That headline is diluted by cash: on average only 47% of the money was invested, because the portfolio holds a few small positions. On the 2,820 days it did hold stocks, the copied holdings returned +14.0% a year against +13.3% for the S&P 500 over the same days: 0.7 percentage points ahead of the index.
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 of the whole copy portfolio, cash included. Green months gained, red months lost; darker means a bigger move. Grey months had no change.
86 copy orders were not placed (no price history, no cash left or the position limit was reached) and 3 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.
Activity by year
Transactions by the year the report was filed.
Trades by month
Disclosed stock and fund transactions by the month the report was filed; darker means more.
Most traded stocks
| Stock | Trades | Buys | Sales |
|---|---|---|---|
| AAPL Apple Inc. - Common Stock | 11 | 4 | 7 |
| DIS Walt Disney Company | 8 | 5 | 3 |
| PG Procter & Gamble Company | 7 | 3 | 4 |
| MSFT Microsoft Corporation - Common Stock | 7 | 2 | 5 |
| MDT Medtronic plc. Ordinary Shares | 7 | 3 | 4 |
| LOW Lowe's Companies, Inc. Common Stock | 7 | 3 | 4 |
| CVS CVS Health Corporation Common Stock | 7 | 5 | 2 |
| CSCO Cisco Systems, Inc. - Common Stock | 7 | 3 | 4 |
| XOM Exxon Mobil Corporation Common Stock | 6 | 3 | 3 |
| WMT Walmart Inc. - Common Stock | 6 | 2 | 4 |
| T AT&T Inc. | 6 | 2 | 4 |
| NVS Novartis AG Common Stock | 6 | 3 | 3 |
| VFC V.F. Corporation (NYSE) | 5 | 4 | 1 |
| CMCSA Comcast Corporation - Class A Common Stock | 5 | 2 | 3 |
| BLK BlackRock, Inc. Common Stock | 5 | 2 | 3 |
Disclosed transactions
Download stock and fund transactions as CSV · Compare William Cassidy with another member
| Filed | Traded | Type | Asset | Amount | Filing |
|---|---|---|---|---|---|
| 2016-01-12 | 2016-01-05 | Sale | INTC Intel Corporation - Common Stock | $1,001 - $15,000 | Source |
| 2016-01-12 | 2016-01-05 | Buy | CMI Cummins Inc. Common Stock | $1,001 - $15,000 | Source |
| 2016-01-12 | 2016-01-05 | Buy | AAPL Apple Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2015-09-30 | 2015-09-18 | Sale | Green Tree 95-10 B2 Financial... | $1,001 - $15,000 | Source |
| 2015-08-28 | 2015-08-27 | Buy | IHE iShares US Pharmaceuticals ETF | $1,001 - $15,000 | Source |
| 2015-08-28 | 2015-08-27 | Buy | CAT Caterpillar, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2015-08-20 | 2015-07-16 | Buy | NBL Noble Energy, Inc. (NYSE) | $1,001 - $15,000 | Source |
| 2015-08-20 | 2015-07-08 | Buy | OXY Occidental Petroleum Corporation Common Stock | $1,001 - $15,000 | Source |
Other members from LA
- Julia Letlow Republican, 257 trades
- Cleo Fields Democrat, 241 trades
- Garret Graves Republican, 13 trades
- William M. Cassidy Republican, 8 trades
Members who trade the same stocks
- Shelley M Capito Republican, 43 stocks in common
- K. Michael Conaway Republican, 37 stocks in common
- Jefferson Shreve Republican, 34 stocks in common
- Thomas J. Rooney Republican, 34 stocks in common
- Gilbert Cisneros Democrat, 33 stocks in common
- Alan Armstrong Republican, 33 stocks in common
- Rob Bresnahan Republican, 31 stocks in common
- John A. Yarmuth Democrat, 31 stocks in common
Common questions
- Did William Cassidy beat the market?
- Copying William Cassidy's disclosed stock trades 3 days after each filing returned +14.0% a year on the days the money was invested, against +13.3% for the S&P 500 over the same days: 0.7 percentage points ahead of the index. This is a hypothetical backtest from 2015-08-20 to 2026-11-09, not investment advice.
- How many stock trades has William Cassidy disclosed?
- William Cassidy disclosed 208 stock transactions between 2015-08-20 and 2020-12-08: 91 purchases and 117 sales.
- Which stocks does William Cassidy trade most?
- The most traded stocks in William Cassidy's filings are AAPL (11), DIS (8) and PG (7), by number of transactions.
- How quickly does William Cassidy report trades?
- The median filing came 32 days after the trade. 58 of 208 filings arrived after the 45-day deadline.