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Mark R Warner

Mark R Warner

DEM
Senate · VA
Data as of 5:04 PM UTC
CAGR
+3.9%
Trades
136
Win Rate
71%
Sharpe
-0.15
Beta
-0.37
Max DD
(99.2%)
CAGR
+3.9%
Trades
136
Win Rate
71%
Sharpe
-0.15
Beta
-0.37
Max DD
(99.2%)

Mark R Warner 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
IWDSelliShares Russell 1000 Value E$1K - $15KApr 13, 2026May 1, 2026
WFCBuyWells Fargo & Company Common$1K - $15KApr 13, 2026May 1, 2026
TEAMBuyAtlassian Corporation$1K - $15KApr 13, 2026May 1, 2026
ACNBuyAccenture plc Class A Ordina$1K - $15KApr 13, 2026May 1, 2026
CEGBuyConstellation Energy Corpora$1K - $15KApr 13, 2026May 1, 2026
BXBuyBlackstone Inc. Common Stock$1K - $15KApr 13, 2026May 1, 2026
RKTBuyRocket Companies, Inc. Class$1K - $15KApr 13, 2026May 1, 2026
TOSTBuyToast, Inc. Class A Common S$1K - $15KApr 13, 2026May 1, 2026
IWFSelliShares Russell 1000 Growth $1K - $15KApr 13, 2026May 1, 2026
IWDSelliShares Russell 1000 Value E$1K - $15KApr 13, 2026May 1, 2026
100 trades
…

Mark R Warner (D-VA) Stock Trades & Portfolio

Mark R Warner is a United States Senator from VA affiliated with the Democratic Party, serving in the US Senate. Disclosed Capitol tracks 136 disclosed stock trades from Mark R Warner, filed under the STOCK Act. The portfolio compounds at 3.9% annualized — 4.8% below the S&P 500 benchmark over the same period, with a 62% win rate on individual trades. The full trade history, holdings, sector allocation, and risk metrics are below.

Mark R Warner (D-VA) has disclosed 136 trades under the STOCK Act; portfolio CAGR of 3.9% (-4.8% vs. the S&P 500); top tickers traded: MUNI, BOND, N/A.

Mark R Warner'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: MUNI, BOND, N/A. Sector allocation and portfolio weighting appear in the Holdings panel.

Portfolio performance vs. S&P 500

Annualized return: 3.9% CAGR, -4.8% alpha vs. the S&P 500. Detailed performance charts are in the Performance panel.

Mark R Warner's disclosed portfolio value & net worth

Mark R Warner's disclosed stock portfolio is valued at approximately $21.7M across 20 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 Mark R Warner's total net worth, not a complete measure of it.