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 |
|---|---|---|---|
| ANTM | Sell | Anthem Capital, common stock | Jul 8, 2016 |
| ROP | Sell | Roper Phillips, common stock | Jul 8, 2016 |
| SO | Buy | Southern Company, common sto | Jul 8, 2016 |
| CTXS | Sell | Citrix Systems Inc, common s | Jul 6, 2016 |
| RCL | Sell | Royal Caribbean, common stoc | Jul 6, 2016 |
| SO | Buy | Southern Company, common sto | Jul 6, 2016 |
| VZ | Buy | Verizon Company, common stoc | Jul 6, 2016 |
| CSCO | Buy | Cisco Systems Inc, common st | Jul 5, 2016 |
| MDRX | Buy | Medina Inc, Common Stock | Jun 30, 2016 |
| MDRX | Buy | West Point and Benefit Inc, | Jun 30, 2016 |
Dan Benishek is a United States Representative from MI affiliated with the Republican Party, serving in the US House of Representatives. Disclosed Capitol tracks 78 disclosed stock trades from Dan Benishek, filed under the STOCK Act. The portfolio compounds at 6.5% annualized — 0.2% below the S&P 500 benchmark over the same period, with a 58% win rate on individual trades. The full trade history, holdings, sector allocation, and risk metrics are below.
Dan Benishek (R-MI) has disclosed 78 trades under the STOCK Act; portfolio CAGR of 6.5% (-0.2% vs. the S&P 500); top tickers traded: N/A, WFC, JNJ.
Full trade list with transaction dates, disclosure dates, tickers, and amount ranges is in the interactive table below.
Most-traded tickers: N/A, WFC, JNJ. Sector allocation and portfolio weighting appear in the Holdings panel.
Annualized return: 6.5% CAGR, -0.2% alpha vs. the S&P 500. Detailed performance charts are in the Performance panel.
Dan Benishek's disclosed stock portfolio is valued at approximately $925K across 39 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 Dan Benishek's total net worth, not a complete measure of it.