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, 202432 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, 2014Aug 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 ahead82%
Disclosed buys / actually copied32 / 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.

TickerTypeTradedDisclosedLagAmount band
BRK.BPartial sellJul 15, 2024Jul 15, 20240d$15,001 - $50,000
BRK.BPartial sellMar 28, 2024Mar 28, 20240d$15,001 - $50,000
BRK.BBuyMay 21, 2021Jun 14, 202124d$1,001 - $15,000
BRK.BBuyJun 14, 2021Jun 14, 20210d$1,001 - $15,000
BRK.BBuyApr 14, 2021Apr 14, 20210d$1,001 - $15,000
BRK.BBuyApr 9, 2021Apr 14, 20215d$1,001 - $15,000
BRK.BBuyMar 15, 2021Apr 14, 202130d$1,001 - $15,000
BRK.BBuyApr 13, 2021Apr 14, 20211d$1,001 - $15,000
BRK.BBuyMar 31, 2021Apr 14, 202114d$1,001 - $15,000
BRK.BBuyFeb 1, 2021Feb 18, 202117d$1,001 - $15,000
BRK.BBuyFeb 17, 2021Feb 18, 20211d$1,001 - $15,000
BRK.BBuyJan 4, 2021Jan 4, 20210d$1,001 - $15,000
BRK.BBuyNov 16, 2020Dec 2, 202016d$1,001 - $15,000
BRK.BBuyOct 5, 2020Oct 8, 20203d$1,001 - $15,000
BRK.BBuySep 21, 2020Oct 8, 202017d$1,001 - $15,000
BRK.BBuySep 25, 2020Oct 8, 202013d$1,001 - $15,000
BRK.BBuyAug 4, 2020Aug 6, 20202d$1,001 - $15,000
BRK.BBuyMay 18, 2020May 20, 20202d$1,001 - $15,000
BRK.BBuyMay 4, 2020May 20, 202016d$1,001 - $15,000
BRK.BBuyApr 21, 2020Apr 22, 20201d$15,001 - $50,000
BIFBuyDec 27, 2019Jan 8, 202012d$1,001 - $15,000
BIFBuyJan 3, 2020Jan 8, 20205d$1,001 - $15,000
BIFBuyAug 7, 2019Aug 21, 201914d$1,001 - $15,000
BIFBuyJul 31, 2019Aug 6, 20196d$1,001 - $15,000
BXBuyJan 24, 2019Jan 29, 20195d$1,001 - $15,000
TSellDec 14, 2016May 3, 2017140d$50,001 - $100,000
INTCBuyFeb 14, 2017Feb 15, 20171d$1,001 - $15,000
DOWSellMay 2, 2016May 3, 20161d$1,001 - $15,000
VZSellMar 28, 2016May 3, 201636d$15,001 - $50,000
MRKBuyFeb 12, 2016Mar 18, 201635d$1,001 - $15,000
PFEBuyFeb 12, 2016Mar 18, 201635d$1,001 - $15,000
INTCBuyFeb 12, 2016Mar 18, 201635d$1,001 - $15,000
BENBuyMay 23, 2014May 14, 2015356d$1,001 - $15,000
TBuyAug 18, 2014May 14, 2015269d$1,001 - $15,000
CATBuyDec 24, 2014May 14, 2015141d$1,001 - $15,000
BXBuyFeb 6, 2015Feb 9, 20153d$1,001 - $15,000
GEBuySep 26, 2014Sep 26, 20140d$1,001 - $15,000
DOWSellMay 23, 2014May 23, 20140d$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.