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Brad Sherman

Brad Sherman

DEM
House · CA
Data as of 5:27 PM UTC
CAGR
+4.9%
Trades
20
Win Rate
—
Sharpe
—
Beta
—
Max DD
—
CAGR
+4.9%
Trades
20
Win Rate
—
Sharpe
—
Beta
—
Max DD
—

Brad Sherman portfolio vs S&P 500

Hypothetical $10,000 invested at their first disclosed trade date. · log scale

Loading portfolio history...

Hypothetical backtest based on disclosed trades. Past performance does not predict future results. Not investment advice.

TickerActionDescriptionAmountTradedFiledShare
TREASBuyUS Treasury Bills$1K - $15KMar 3, 2025Mar 3, 2025
BONDBuyUS Treasury Bills$1K - $15KMar 3, 2025Mar 3, 2025
TXNBuyTEXAS INSTRUMENTS INC CMN$1K - $15KFeb 19, 2025Feb 25, 2025
TREASBuyUS Treasury Bonds$1K - $15KJan 15, 2025Feb 20, 2025
BONDBuyUS Treasury Bonds$1K - $15KJan 15, 2025Feb 20, 2025
OTHERBuyPurchase$1K - $15KNov 21, 2024Feb 20, 2025
OTHERSellSale$1K - $15KNov 21, 2024Feb 20, 2025
OTHERSellExchange$1K - $15KNov 21, 2024Feb 20, 2025
MUNISellMount Diablo Hospital Distri$1K - $15KNov 28, 2022Nov 28, 2022
TREASSellUS Treasury Inflation Protec$250K - $500KNov 7, 2022Nov 7, 2022
20 trades

Brad Sherman (D-CA) Stock Trades & Portfolio

Brad Sherman is a United States Representative from CA affiliated with the Democratic Party, serving in the US House of Representatives. Disclosed Capitol tracks 20 disclosed stock trades from Brad Sherman, filed under the STOCK Act. The portfolio compounds at 4.9% annualized — 1.5% above the S&P 500 benchmark over the same period, with a 75% win rate on individual trades. The full trade history, holdings, sector allocation, and risk metrics are below.

Brad Sherman (D-CA) has disclosed 20 trades under the STOCK Act; portfolio CAGR of 4.9% (+1.5% vs. the S&P 500); top tickers traded: TREAS, N/A, UST.

Brad Sherman's most recent trades

Full trade list with transaction dates, disclosure dates, tickers, and amount ranges is in the interactive table below.

Top holdings & sectors

Most-traded tickers: TREAS, N/A, UST. Sector allocation and portfolio weighting appear in the Holdings panel.

Portfolio performance vs. S&P 500

Annualized return: 4.9% CAGR, +1.5% alpha vs. the S&P 500. Detailed performance charts are in the Performance panel.

Brad Sherman's disclosed portfolio value & net worth

Brad Sherman's disclosed stock portfolio is valued at approximately $12K across 1 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 Brad Sherman's total net worth, not a complete measure of it.