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William F Hagerty, IV

William F Hagerty, IV

REP
Senate · TN
Data as of 7:24 AM UTC
CAGR
-13.5%
Trades
41
Win Rate
—
Sharpe
1.13
Beta
1.13
Max DD
(54.2%)
CAGR
-13.5%
Trades
41
Win Rate
—
Sharpe
1.13
Beta
1.13
Max DD
(54.2%)

William F Hagerty, IV 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
MUNIBuyHall Ward Energy Fund II, LP$100K - $250KJan 29, 2026Mar 2, 2026
LPBuyContour Venture Partners V, $250K - $500KJan 23, 2026Feb 23, 2026
AHL-CSellAspen Insurance Holdings Ltd$15K - $50KJan 2, 2025Jan 22, 2025
EQCSellEquity Commonwealth$1K - $15KDec 13, 2024Dec 30, 2024
OTHERSellCareBridgeCompany:RSV QOZB L$250K - $500KDec 10, 2024Dec 30, 2024
BONDSellKeysight Technologies BondRa$50K - $100KOct 30, 2024Nov 25, 2024
EQTSellEquitrans Midstream Corp$15K - $50KJul 22, 2024Aug 11, 2025
DDOGSellDatadog, Inc.$1K - $15KDec 27, 2023Jan 10, 2024
LPBuy445 Park CommonsCompany:445 $250K - $500KOct 2, 2023Oct 18, 2023
OTHERSellBlueknight Energy Partners L$15K - $50KAug 19, 2022Sep 2, 2022
41 trades
…

William F Hagerty, IV (R-TN) Stock Trades & Portfolio

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.

William F Hagerty, IV'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: LP, N/A, DDOG. Sector allocation and portfolio weighting appear in the Holdings panel.

Portfolio performance vs. S&P 500

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 portfolio value & net worth

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.