All House members

Jim McDermott

DHouse · WA-7

STOCK Act filings · simulated, not advice.

Holdings change on the next session after the Clerk filing date. Sales reduce the book and do not open a short. Shares use the range midpoint divided by the entry price. A text-layer annual common-stock list reseeds the book at those midpoints. All · 02/25/2016 → 11/03/2026.

Simulated portfolio
+412.0%
SPY
+358.7%
vs SPY
+53.3%
Simulated portfolioSPYBuySell
Trades
41
Last traded
10/12/2016
Disclosed (est.)
$1.5M
File lag
22 days
AssetTypeAmount rangeTradedFiledTrade → latestFiled+1 → latestFiling
Unmapped
CITIGRoUP INC DEP SHS
Purchase
Owner: Self
$15,001 - $50,00010/12/201611/16/2016n/an/a20006215
Unmapped
FIFTH THIRD bANCoRP
Sale
Owner: Self
$15,001 - $50,00010/11/201611/16/2016n/an/a20006215
Unmapped
FIFTH THIRD bANCORP
Sale
Owner: Self
$1,001 - $15,00009/27/201610/17/2016n/an/a20006069
Unmapped
E Trade Finl Corp
Purchase
Owner: Self
$15,001 - $50,00009/27/201610/17/2016n/an/a20006069
Unmapped
goldman Sachs Medium Term Note
Purchase
Owner: Self
$15,001 - $50,00004/08/201605/17/2016n/an/a20005186
Unmapped
CITIgROUP INC
Purchase
Owner: Self
$15,001 - $50,00002/25/201603/17/2016n/an/a20004760
Unmapped
bank America Corp
Purchase
Owner: Self
$15,001 - $50,00002/25/201603/17/2016n/an/a20004760
Unmapped
gOVT NATL MTg ASSN
Sale
Owner: Self
$50,001 - $100,00002/24/201603/17/2016n/an/a20004760
Unmapped
bank America Corp
Purchase
Owner: Self
$50,001 - $100,00002/11/201603/17/2016n/an/a20004760
Unmapped
FEDL NATL MTg ASSN
Sale
Owner: Self
$50,001 - $100,00002/10/201603/17/2016n/an/a20004760
FITB
Fifth Third bancorp (FITb)
Purchase
Owner: Self
$1,001 - $15,00001/25/201602/24/2016
+421.9%
vs SPY +43.9%
+412.0%
vs SPY +53.3%
20004652
MS
Morgan Stanley (MS)
Sale
Owner: Self
$50,001 - $100,00012/22/201501/13/2016
-684.0%
vs SPY -343.2%
-830.4%
vs SPY -463.1%
20004385
Unmapped
bank America Corp
Purchase
Owner: Self
$50,001 - $100,00012/22/201501/13/2016n/an/a20004385
Unmapped
PPL CAP FDg INC gTD
Sale
Owner: Self
$1,001 - $15,00012/11/201501/13/2016n/an/a20004385
HD
Home Depot, Inc. (HD)
Sale
Owner: Self
$15,001 - $50,00012/11/201501/13/2016
-231.6%
vs SPY +115.3%
-261.6%
vs SPY +105.7%
20004385
ADM
Archer-Daniels-Midland Company (ADM)
Sale
Owner: Self
$15,001 - $50,00012/11/201501/13/2016
-183.7%
vs SPY +163.2%
-191.1%
vs SPY +176.3%
20004385
Unmapped
MORgAN STANLEY REPSTg 1/25th NON CUML
Purchase
Owner: Self
$50,001 - $100,00011/19/201512/09/2015n/an/a20004216
Unmapped
ZIONS BANCORP SER/XXX
Sale
Owner: Self
$50,001 - $100,00011/18/201512/09/2015n/an/a20004216
FTBXL
Fifth Third bancorp Depositary Share representing 1/25th Preferred Series H (FTbXL)
Purchase
Owner: Self
$15,001 - $50,00009/30/201510/08/2015n/an/a20003913
Unmapped
goldman Sachs group Inc
Purchase
Owner: Self
$15,001 - $50,00009/22/201510/08/2015n/an/a20003913
BKCC
blackRock Capital Investment Corporation (bKCC)
Purchase
Owner: Self
$1,001 - $15,00006/05/201507/16/2015n/an/a20003432
AMSYF
Arcelormittal SA New Reg Shs Ex- Arcelor (AMSYF)
Sale
Owner: Self
$1,001 - $15,00005/08/201506/18/2015
-123.9%
vs SPY +206.8%
-123.9%
vs SPY +206.4%
20003271
Unmapped
Triangle Capitol Corp
Purchase
Owner: Self
$15,001 - $50,00004/27/201505/05/2015n/an/a20003009
HD
Home Depot, Inc. (HD)
Sale
Owner: Self
$15,001 - $50,00012/03/201401/14/2015
-347.6%
vs SPY -4.8%
-336.9%
vs SPY +23.1%
20002387
AMGN
Amgen Inc. (AMgN)
Sale
Owner: Self
$1,001 - $15,00012/03/201401/14/2015
-284.6%
vs SPY +58.2%
-325.5%
vs SPY +34.5%
20002387
Unmapped
Goldman Sachs Group INC
Sale
Owner: Self
$15,001 - $50,00011/20/201412/11/2014n/an/a20002188
Unmapped
bank America Corp
Purchase
Owner: Self
$15,001 - $50,00011/20/201412/11/2014n/an/a20002188
Unmapped
legacy Reserves lP
Purchase
Owner: Self
$1,001 - $15,00009/24/201410/14/2014n/an/a20001883
Unmapped
Legacy Reserves LP
Purchase
Owner: Self
$1,001 - $15,00006/11/201407/17/2014n/an/a20001347
Unmapped
NATIoNWIDE FINANCIAL
Sale
Owner: Self
$15,001 - $50,00005/28/201406/12/2014n/an/a20001112
Unmapped
EVEREST REINSURANCE hoLDINgS INC
Sale
Owner: Self
$15,001 - $50,00005/28/201406/12/2014n/an/a20001112
AMAT
Applied Materials, Inc. (AMAT)
Sale
Owner: Self
$1,001 - $15,00005/28/201406/12/2014
-2059.3%
vs SPY -1673.7%
-1882.7%
vs SPY -1504.0%
20001112
Unmapped
CITIgRoUP INC
Sale
Owner: Self
$15,001 - $50,00005/20/201406/12/2014n/an/a20001112
Unmapped
CITIgRoUP INC
Purchase
Owner: Self
$100,001 - $250,00005/20/201406/12/2014n/an/a20001112
Unmapped
REINSURANCE gRoUP AMERICA INC
Sale
Owner: Self
$15,001 - $50,00005/19/201406/12/2014n/an/a20001112
Unmapped
CITIgRoUP INC
Purchase
Owner: Self
$15,001 - $50,00005/19/201406/12/2014n/an/a20001112
Unmapped
Morgan Stanley Medium Term Senior Note
Sale
Owner: Self
$15,001 - $50,00004/15/201405/06/2014n/an/a20000858
Unmapped
Citigroup Inc
Purchase
Owner: Self
$15,001 - $50,00004/15/201405/06/2014n/an/a20000858
Unmapped
JPMorgan Chase
Purchase
Owner: Self
$1,001 - $15,00003/24/201404/10/2014n/an/a20000626
Unmapped
Morgan Stanley
Purchase
Owner: Self
$50,001 - $100,00001/30/201402/28/2014n/an/a20000394
Unmapped
Citigroup Inc 1/25th Perpetual Non Cuml FXD/Var
Purchase
Owner: Self
$1,001 - $15,00012/10/201301/15/2014n/an/a20000087
Methodology

These pages archive public House periodic transaction reports and annual financial disclosures filed under the STOCK Act and posted by the Clerk of the House. Amounts are statutory ranges, not exact sizes. The chart is a simulated long-only common-stock book: a purchase adds shares, and a sale, including a partial sale, reduces or closes that holding. A sale does not open a short. The default size is the midpoint of the disclosed range, divided by the entry price. An open-ended Over band uses its disclosed floor. An equal-dollar curve is optional: each purchase is one dollar, a partial sale sells one dollar, and a full sale closes that name. When an annual report, an amendment, or a new-filer report has a text layer, its Schedule A common stock reseeds the book and clears cash. Spouse and dependent lines are included. The same ticker is summed. Options, preferred shares, funds, partnerships, bank accounts, and real estate in that report stay out. Scanned annual filings are not guessed. A later filing of an older year does not replace a newer list already in the book. Between reports, cash from sales stays in the book. Options are excluded when the filing shows option language, a strike, or an expiration date, and the page counts them. Exchanges, warrants, unmapped names, and private vehicles stay out. SPY is buy-and-hold from the same first session. The trade-date clock uses the session close on the trade date, or the next session if the market was closed, and reseeds an annual list on the first session of the year after the year the report covers. The filed clock enters on the next session after the Clerk filing date, so a copy-after-filing view does not use that day’s price. Public posting can be later than the filing date. Stock logos mark buys and sells on the selected clock. This is not the filer’s brokerage account and it is not investment advice. Senate disclosures are not included.