Kathy Castor’s disclosed stock trades — and what copying them returned
Kathy Castor (House) has disclosed 38 stock trades under the STOCK Act, from May 23, 2014 to Jul 15, 2024 — 32 buys and 6 sells, read straight from the official filings. The median gap between a trade and the public finding out was 6 days — which is why every number below starts at the disclosure date, the earliest day anyone could actually have copied a trade.
What copying every disclosed buy would have returned
Our engine bought at the first opening price after each of Kathy Castor’s disclosed purchases became public, held until the matching sale was disclosed, and marked the book against simply holding the S&P 500 over the same window (Sep 29, 2014 – Aug 11, 2026). Fees on, position sizes equal — a filing never discloses the real amount, only a band.
| Copy-return, total | +386.0% |
|---|---|
| S&P 500 over the same window | +375.3% |
| Difference | +10.7% |
| Annualized over 11.9 years | +14.3% vs +14.0% — +0.2% a year against the index |
| Deepest fall along the way | -33.7% |
| Positions that closed ahead | 82% |
| Disclosed buys / actually copied | 32 / 28 |
Read the fill count before the return: a figure built on a handful of copied positions is an anecdote, whatever it says. And a copy-return is not Kathy Castor’s own return — the disclosure lag means a copier never got their entry price.
Most-traded tickers
BRK.B (20) · BIF (4) · BX (2) · T (2) · INTC (2) · DOW (2) · VZ (1) · MRK (1) · PFE (1) · BEN (1)
Recent filings
The latest 38 disclosed trades, newest filing first. Both dates are shown because the gap between them is the whole story.
| Ticker | Type | Traded | Disclosed | Lag | Amount band |
|---|---|---|---|---|---|
| BRK.B | Partial sell | Jul 15, 2024 | Jul 15, 2024 | 0d | $15,001 - $50,000 |
| BRK.B | Partial sell | Mar 28, 2024 | Mar 28, 2024 | 0d | $15,001 - $50,000 |
| BRK.B | Buy | May 21, 2021 | Jun 14, 2021 | 24d | $1,001 - $15,000 |
| BRK.B | Buy | Jun 14, 2021 | Jun 14, 2021 | 0d | $1,001 - $15,000 |
| BRK.B | Buy | Apr 14, 2021 | Apr 14, 2021 | 0d | $1,001 - $15,000 |
| BRK.B | Buy | Apr 9, 2021 | Apr 14, 2021 | 5d | $1,001 - $15,000 |
| BRK.B | Buy | Mar 15, 2021 | Apr 14, 2021 | 30d | $1,001 - $15,000 |
| BRK.B | Buy | Apr 13, 2021 | Apr 14, 2021 | 1d | $1,001 - $15,000 |
| BRK.B | Buy | Mar 31, 2021 | Apr 14, 2021 | 14d | $1,001 - $15,000 |
| BRK.B | Buy | Feb 1, 2021 | Feb 18, 2021 | 17d | $1,001 - $15,000 |
| BRK.B | Buy | Feb 17, 2021 | Feb 18, 2021 | 1d | $1,001 - $15,000 |
| BRK.B | Buy | Jan 4, 2021 | Jan 4, 2021 | 0d | $1,001 - $15,000 |
| BRK.B | Buy | Nov 16, 2020 | Dec 2, 2020 | 16d | $1,001 - $15,000 |
| BRK.B | Buy | Oct 5, 2020 | Oct 8, 2020 | 3d | $1,001 - $15,000 |
| BRK.B | Buy | Sep 21, 2020 | Oct 8, 2020 | 17d | $1,001 - $15,000 |
| BRK.B | Buy | Sep 25, 2020 | Oct 8, 2020 | 13d | $1,001 - $15,000 |
| BRK.B | Buy | Aug 4, 2020 | Aug 6, 2020 | 2d | $1,001 - $15,000 |
| BRK.B | Buy | May 18, 2020 | May 20, 2020 | 2d | $1,001 - $15,000 |
| BRK.B | Buy | May 4, 2020 | May 20, 2020 | 16d | $1,001 - $15,000 |
| BRK.B | Buy | Apr 21, 2020 | Apr 22, 2020 | 1d | $15,001 - $50,000 |
| BIF | Buy | Dec 27, 2019 | Jan 8, 2020 | 12d | $1,001 - $15,000 |
| BIF | Buy | Jan 3, 2020 | Jan 8, 2020 | 5d | $1,001 - $15,000 |
| BIF | Buy | Aug 7, 2019 | Aug 21, 2019 | 14d | $1,001 - $15,000 |
| BIF | Buy | Jul 31, 2019 | Aug 6, 2019 | 6d | $1,001 - $15,000 |
| BX | Buy | Jan 24, 2019 | Jan 29, 2019 | 5d | $1,001 - $15,000 |
| T | Sell | Dec 14, 2016 | May 3, 2017 | 140d | $50,001 - $100,000 |
| INTC | Buy | Feb 14, 2017 | Feb 15, 2017 | 1d | $1,001 - $15,000 |
| DOW | Sell | May 2, 2016 | May 3, 2016 | 1d | $1,001 - $15,000 |
| VZ | Sell | Mar 28, 2016 | May 3, 2016 | 36d | $15,001 - $50,000 |
| MRK | Buy | Feb 12, 2016 | Mar 18, 2016 | 35d | $1,001 - $15,000 |
| PFE | Buy | Feb 12, 2016 | Mar 18, 2016 | 35d | $1,001 - $15,000 |
| INTC | Buy | Feb 12, 2016 | Mar 18, 2016 | 35d | $1,001 - $15,000 |
| BEN | Buy | May 23, 2014 | May 14, 2015 | 356d | $1,001 - $15,000 |
| T | Buy | Aug 18, 2014 | May 14, 2015 | 269d | $1,001 - $15,000 |
| CAT | Buy | Dec 24, 2014 | May 14, 2015 | 141d | $1,001 - $15,000 |
| BX | Buy | Feb 6, 2015 | Feb 9, 2015 | 3d | $1,001 - $15,000 |
| GE | Buy | Sep 26, 2014 | Sep 26, 2014 | 0d | $1,001 - $15,000 |
| DOW | Sell | May 23, 2014 | May 23, 2014 | 0d | $1,001 - $15,000 |
Full history, sorting and the CSV export live in Pulse. Open Congress in Pulse.
Hear about the next filing the day it lands
A filing is only useful in the days after it appears — exactly when nobody is watching the disclosure sites. Follow Kathy Castor in Pulse and you get an email as soon as their next report is parsed: the trades in it, both dates, and how long they sat on it.
See plans All members and how the ranking works
Entries are at the first open AFTER the disclosure date — the earliest any copier could act. The member's own entry was up to 45 days earlier. Disclosed amounts are bands, not sizes; every position is sized at your chosen % of portfolio, which is not how the member sized it. Option purchases are copied as the underlying shares. A filing discloses no strike and no expiry, so an option cannot be mirrored — buying the stock is the closest a reader could get. It is 1.6% of all disclosed buys, but for some members it is a quarter to a half of everything they file, so their figure describes copying the filing rather than what the position itself did. Dividends are treated as reinvested (adjusted closes). Fees and taxes are not modeled. Positions are sized from equity at the time of each entry, so gains compound into later position sizes and most of the account sits in cash between filings. Read the drawdown next to the exposure figures: a portfolio that is mostly cash shows a small whole-portfolio drawdown even when its holdings fell hard. Absolute returns are model outputs, not achievable returns. Past disclosures are no promise of future filings — members stop trading, leave office, or file late in batches.