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 |
|---|---|---|---|
| IWD | Sell | iShares Russell 1000 Value E | Apr 13, 2026 |
| WFC | Buy | Wells Fargo & Company Common | Apr 13, 2026 |
| TEAM | Buy | Atlassian Corporation | Apr 13, 2026 |
| ACN | Buy | Accenture plc Class A Ordina | Apr 13, 2026 |
| CEG | Buy | Constellation Energy Corpora | Apr 13, 2026 |
| BX | Buy | Blackstone Inc. Common Stock | Apr 13, 2026 |
| RKT | Buy | Rocket Companies, Inc. Class | Apr 13, 2026 |
| TOST | Buy | Toast, Inc. Class A Common S | Apr 13, 2026 |
| IWF | Sell | iShares Russell 1000 Growth | Apr 13, 2026 |
| IWD | Sell | iShares Russell 1000 Value E | Apr 13, 2026 |
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.
Full trade list with transaction dates, disclosure dates, tickers, and amount ranges is in the interactive table below.
Most-traded tickers: MUNI, BOND, N/A. Sector allocation and portfolio weighting appear in the Holdings panel.
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 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.