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 |
|---|---|---|---|
| MUNI | Buy | Hall Ward Energy Fund II, LP | Jan 29, 2026 |
| LP | Buy | Contour Venture Partners V, | Jan 23, 2026 |
| AHL-C | Sell | Aspen Insurance Holdings Ltd | Jan 2, 2025 |
| EQC | Sell | Equity Commonwealth | Dec 13, 2024 |
| OTHER | Sell | CareBridgeCompany:RSV QOZB L | Dec 10, 2024 |
| BOND | Sell | Keysight Technologies BondRa | Oct 30, 2024 |
| EQT | Sell | Equitrans Midstream Corp | Jul 22, 2024 |
| DDOG | Sell | Datadog, Inc. | Dec 27, 2023 |
| LP | Buy | 445 Park CommonsCompany:445 | Oct 2, 2023 |
| OTHER | Sell | Blueknight Energy Partners L | Aug 19, 2022 |
William F Hagerty, IV is a United States Senator from TN affiliated with the Republican Party, serving in the US Senate. Disclosed Capitol tracks 41 disclosed stock trades from William F Hagerty, IV, filed under the STOCK Act. The portfolio compounds at -13.5% annualized — 3.5% below the S&P 500 benchmark over the same period, with a 78% win rate on individual trades. The full trade history, holdings, sector allocation, and risk metrics are below.
William F Hagerty, IV (R-TN) has disclosed 41 trades under the STOCK Act; portfolio CAGR of -13.5% (-3.5% vs. the S&P 500); top tickers traded: LP, N/A, DDOG.
Full trade list with transaction dates, disclosure dates, tickers, and amount ranges is in the interactive table below.
Most-traded tickers: LP, N/A, DDOG. Sector allocation and portfolio weighting appear in the Holdings panel.
Annualized return: -13.5% CAGR, -3.5% alpha vs. the S&P 500. Detailed performance charts are in the Performance panel.
William F Hagerty, IV's disclosed stock portfolio is valued at approximately $5K 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 William F Hagerty, IV's total net worth, not a complete measure of it.