Hypothetical $10,000 invested at their first disclosed trade date. · log scale
Hypothetical backtest based on disclosed trades. Past performance does not predict future results. Not investment advice.
| Ticker | Action | Description | Traded |
|---|---|---|---|
| OTHER | Sell | Shares of StockCompany:Farme | Aug 29, 2023 |
| MUNI | Buy | iSelect Fund B St. Louis, In | Sep 9, 2021 |
| MUNI | Sell | 20% Interest, Quivira Ranch, | Mar 1, 2021 |
| INTC | Sell | Intel Corporation | Sep 15, 2020 |
| MSFT | Sell | Microsoft Corporation | Sep 15, 2020 |
| ROKU | Sell | Roku, Inc. | Sep 15, 2020 |
| SNE | Sell | Sony Corporation | Sep 15, 2020 |
| FUND | Buy | iSelect Fund B St. Louis, In | Sep 9, 2020 |
| ROKU | Buy | Roku, Inc. | Sep 4, 2020 |
| MSFT | Buy | Microsoft Corporation | Sep 3, 2020 |
Roger W. Marshall is a United States Representative from KS affiliated with the Republican Party, serving in the US House of Representatives. Disclosed Capitol tracks 162 disclosed stock trades from Roger W. Marshall, filed under the STOCK Act. The portfolio compounds at 22.1% annualized — 0.5% above the S&P 500 benchmark over the same period, with a 57% win rate on individual trades. The full trade history, holdings, sector allocation, and risk metrics are below.
Roger W. Marshall (R-KS) has disclosed 162 trades under the STOCK Act; portfolio CAGR of 22.1% (+0.5% vs. the S&P 500); top tickers traded: N/A, BABA, MSFT.
Full trade list with transaction dates, disclosure dates, tickers, and amount ranges is in the interactive table below.
Most-traded tickers: N/A, BABA, MSFT. Sector allocation and portfolio weighting appear in the Holdings panel.
Annualized return: 22.1% CAGR, +0.5% alpha vs. the S&P 500. Detailed performance charts are in the Performance panel.
Roger W. Marshall's disclosed stock portfolio is valued at approximately $4.2M across 25 tracked positions. This reflects only publicly disclosed, exchange-traded securities from STOCK Act filings — it excludes real estate, private assets, cash, and liabilities, so it is a partial floor on Roger W. Marshall's total net worth, not a complete measure of it.