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Roger Williams

Roger Williams

REP
House · TX
Data as of 6:39 PM UTC
CAGR
+29.1%
Trades
27
Win Rate
64%
Sharpe
-0.22
Beta
0.59
Max DD
(37.3%)
CAGR
+29.1%
Trades
27
Win Rate
64%
Sharpe
-0.22
Beta
0.59
Max DD
(37.3%)

Roger Williams 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
CVXSellChevron Corporation Common S$15K - $50KDec 22, 2025Jan 15, 2026
FANGSellDiamondback Energy, Inc.$1K - $15KDec 22, 2025Jan 15, 2026
JPMBuyJP Morgan Chase & Co. Common$1K - $15KDec 22, 2025Jan 15, 2026
RTXBuyRTX Corporation Common Stock$1K - $15KDec 22, 2025Jan 15, 2026
MUNISellCaney Creek Texas 2.125% GO $1K - $15KFeb 19, 2025Mar 1, 2025
DISSellWalt Disney Company$1K - $15KJul 10, 2024May 30, 2024
GOOGBuyAlphabet Inc.$1K - $15KJun 30, 2024May 30, 2024
LLYBuyEli Lilly and Company Common$1K - $15KJun 30, 2024May 30, 2024
METABuyMeta Platforms, Inc.$1K - $15KJun 30, 2024May 30, 2024
NVDABuyNVIDIA Corporation$1K - $15KJun 30, 2024May 30, 2024
27 trades

Roger Williams (R-TX) Stock Trades & Portfolio

Roger Williams is a United States Representative from TX affiliated with the Republican Party, serving in the US House of Representatives. Disclosed Capitol tracks 27 disclosed stock trades from Roger Williams, filed under the STOCK Act. The portfolio compounds at 29.1% annualized — 4.7% below the S&P 500 benchmark over the same period, with a 40% win rate on individual trades. The full trade history, holdings, sector allocation, and risk metrics are below.

Roger Williams (R-TX) has disclosed 27 trades under the STOCK Act; portfolio CAGR of 29.1% (-4.7% vs. the S&P 500); top tickers traded: DIS, PFE, CVX.

Roger Williams'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: DIS, PFE, CVX. Sector allocation and portfolio weighting appear in the Holdings panel.

Portfolio performance vs. S&P 500

Annualized return: 29.1% CAGR, -4.7% alpha vs. the S&P 500. Detailed performance charts are in the Performance panel.

Roger Williams's disclosed portfolio value & net worth

Roger Williams's disclosed stock portfolio is valued at approximately $159K across 10 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 Roger Williams's total net worth, not a complete measure of it.