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 |
|---|---|---|---|
| TREAS | Buy | US Treasury Bills | Mar 3, 2025 |
| BOND | Buy | US Treasury Bills | Mar 3, 2025 |
| TXN | Buy | TEXAS INSTRUMENTS INC CMN | Feb 19, 2025 |
| TREAS | Buy | US Treasury Bonds | Jan 15, 2025 |
| BOND | Buy | US Treasury Bonds | Jan 15, 2025 |
| OTHER | Buy | Purchase | Nov 21, 2024 |
| OTHER | Sell | Sale | Nov 21, 2024 |
| OTHER | Sell | Exchange | Nov 21, 2024 |
| MUNI | Sell | Mount Diablo Hospital Distri | Nov 28, 2022 |
| TREAS | Sell | US Treasury Inflation Protec | Nov 7, 2022 |
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.
Full trade list with transaction dates, disclosure dates, tickers, and amount ranges is in the interactive table below.
Most-traded tickers: TREAS, N/A, UST. Sector allocation and portfolio weighting appear in the Holdings panel.
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 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.