K. Michael Conaway
RHouse · TX-11
STOCK Act filings · simulated, not advice.
annual holdings (10)
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 · 02/13/2014 → 11/03/2026.
Simulated portfolio
+321.8%
SPY
+410.0%
vs SPY
-88.3%
Simulated portfolioSPYBuySell
Trades
1442
Last traded
12/21/2020
Disclosed (est.)
$39.7M
File lag
26 days
| Asset | Type | Amount range | Traded | Filed | Trade → latest | Filed+1 → latest | Filing |
|---|---|---|---|---|---|---|---|
VIG Vanguard Div Appreciation ETF (VIg) | Purchase Owner: Self | $50,001 - $100,000 | 12/10/2020 | 03/25/2021 | +99.6% vs SPY -23.4% | +85.0% vs SPY -20.0% | 20018460 |
GSLC goldman Sachs Activebeta U.S. Large Cap Equity ETF (gSLC) | Purchase Owner: Self | $15,001 - $50,000 | 12/10/2020 | 03/25/2021 | +110.4% vs SPY -12.6% | +95.8% vs SPY -9.2% | 20018460 |
FDN First Trust DJ Internet Index Fund (FDN) | Purchase Owner: Self | $15,001 - $50,000 | 12/10/2020 | 03/25/2021 | +27.2% vs SPY -95.9% | +23.6% vs SPY -81.4% | 20018460 |
Unmapped American Small Cap World Fund | Purchase Owner: Self | $15,001 - | 12/21/2020 | 01/22/2021 | n/a | n/a | 20018064 |
Unmapped American New Economy Fund | Purchase Owner: Self | $50,001 - $100,000 | 12/21/2020 | 01/22/2021 | n/a | n/a | 20018064 |
Unmapped Investment Company of America | Purchase Owner: Self | $50,001 - $100,000 | 12/18/2020 | 01/22/2021 | n/a | n/a | 20018064 |
FD Washington Mutual Inv FD | Purchase Owner: Self | $50,001 - $100,000 | 12/18/2020 | 01/22/2021 | n/a | n/a | 20018064 |
Unmapped Capital World growth & Income Fund | Purchase Owner: Self | $50,001 - $100,000 | 12/17/2020 | 01/22/2021 | n/a | n/a | 20018064 |
Unmapped American Mutual Fund | Purchase Owner: Self | $50,001 - $100,000 | 12/17/2020 | 01/22/2021 | n/a | n/a | 20018064 |
DGRO iShares Core Dividend growth ETF (DgRO) | Purchase Owner: Self | $50,001 - $100,000 | 12/17/2020 | 01/22/2021 | +107.0% vs SPY -12.8% | +100.9% vs SPY -10.9% | 20018064 |
Unmapped American balanced Fund | Purchase Owner: Self | $50,001 - $100,000 | 12/17/2020 | 01/22/2021 | n/a | n/a | 20018064 |
Unmapped AMCAP Fund | Purchase Owner: Self | $50,001 - $100,000 | 12/17/2020 | 01/22/2021 | n/a | n/a | 20018064 |
A Fundamental Investors CL A | Purchase Owner: Self | $50,001 - $100,000 | 12/16/2020 | 01/22/2021 | +56.0% vs SPY -65.0% | +45.5% vs SPY -66.4% | 20018064 |
GSLC goldman Sachs Activebeta U.S. Large Cap Equity ETF (gSLC) | Purchase Owner: Self | $15,001 - $50,000 | 12/10/2020 | 01/22/2021 | +110.4% vs SPY -12.6% | +98.9% vs SPY -13.0% | 20018064 |
FDN First Trust DJ Internet Index Fund (FDN) | Purchase Owner: Self | $15,001 - $50,000 | 12/10/2020 | 01/22/2021 | +27.2% vs SPY -95.9% | +19.1% vs SPY -92.8% | 20018064 |
VIG Vanguard Div Appreciation ETF (VIg) | Purchase Owner: Self | $50,001 - $100,000 | 12/10/2020 | 01/22/2021 | +99.6% vs SPY -23.4% | +94.2% vs SPY -17.7% | 20018064 |
LUV Southwest Airlines Company (LUV) | Purchase Owner: Self | $15,001 - $50,000 | 11/30/2020 | 12/15/2020 | +2.1% vs SPY -123.8% | +3.5% vs SPY -117.5% | 20017831 |
DGRO iShares Core Dividend growth ETF (DgRO) | Purchase Owner: Self | $15,001 - $50,000 | 11/30/2020 | 12/15/2020 | +111.7% vs SPY -14.2% | +107.9% vs SPY -13.1% | 20017831 |
DRI Darden Restaurants, Inc. (DRI) | Purchase Owner: Self | $15,001 - $50,000 | 11/30/2020 | 12/15/2020 | +145.5% vs SPY +19.6% | +127.5% vs SPY +6.6% | 20017831 |
AAL American Airlines group, Inc. (AAL) | Purchase Owner: Self | $15,001 - $50,000 | 11/30/2020 | 12/15/2020 | -9.3% vs SPY -135.2% | -24.0% vs SPY -144.9% | 20017831 |
Unmapped UIT First Trust Diversified W115 | Sale Owner: Spouse | $1,001 - $15,000 | 11/10/2020 | 12/15/2020 | n/a | n/a | 20017831 |
JNJ Johnson & Johnson (JNJ) | Purchase Owner: Self | $15,001 - $50,000 | 10/16/2020 | 12/04/2020 | +111.9% vs SPY -23.6% | +109.3% vs SPY -12.3% | 20017610 |
JNJ Johnson & Johnson (JNJ) | Purchase Owner: Self | $50,001 - $100,000 | 10/16/2020 | 12/04/2020 | +111.9% vs SPY -23.6% | +109.3% vs SPY -12.3% | 20017610 |
Unmapped First Trust Cloud Computing ETF | Purchase Owner: Self | $15,001 - | 10/16/2020 | 12/04/2020 | n/a | n/a | 20017610 |
CVX Chevron Corporation (CVX) | Sale Owner: Self | $15,001 - $50,000 | 10/16/2020 | 12/04/2020 | -298.7% vs SPY -163.2% | -215.5% vs SPY -93.9% | 20017610 |
VDC Vanguard Consumer Staples ETF (VdC) | Sale Owner: Self | $15,001 - $50,000 | 10/16/2020 | 12/04/2020 | -65.2% vs SPY +70.3% | -61.2% vs SPY +60.4% | 20017610 |
BX The blackstone group Inc. Class A (bX) | Sale Owner: Self | $15,001 - $50,000 | 10/16/2020 | 12/04/2020 | -164.7% vs SPY -29.2% | -136.0% vs SPY -14.4% | 20017610 |
AAPL Apple Inc. (AAPL) | Purchase Owner: Self | $15,001 - $50,000 | 10/16/2020 | 12/04/2020 | +187.7% vs SPY +52.2% | +176.3% vs SPY +54.7% | 20017610 |
AAPL Apple Inc. (AAPL) | Purchase Owner: Self | $15,001 - $50,000 | 10/16/2020 | 12/04/2020 | +187.7% vs SPY +52.2% | +176.3% vs SPY +54.7% | 20017610 |
NBL Noble Energy Inc. (NbL) | Exchange Owner: Self | $15,001 - $50,000 | 10/06/2020 | 12/04/2020 | n/a | n/a | 20017610 |
NBL Noble Energy Inc. (NbL) | Exchange Owner: Self | $1,001 - $15,000 | 10/06/2020 | 12/04/2020 | n/a | n/a | 20017610 |
CVX Chevron Corporation (CVX) | Exchange Owner: Self | $1,001 - $15,000 | 10/06/2020 | 12/04/2020 | n/a | n/a | 20017610 |
CVX Chevron Corporation (CVX) | Exchange Owner: Self | $15,001 - $50,000 | 10/06/2020 | 12/04/2020 | n/a | n/a | 20017610 |
Unmapped JPMORgAN CHASE & CO FIX/FLT JR SbRdNTd PERP MAT CLLb NRA TAXAbLE CPN 4.051% dUE 12/29/49 | Purchase Owner: Self | $15,001 - $50,000 | 09/28/2020 | 10/05/2020 | n/a | n/a | 20017475 |
ABT Abbott Laboratories (AbT) | Purchase Owner: Self | $15,001 - $50,000 | 09/28/2020 | 10/05/2020 | +17.9% vs SPY -126.8% | +15.9% vs SPY -128.3% | 20017475 |
ABT Abbott Laboratories (AbT) | Purchase Owner: Self | $50,001 - $100,000 | 09/28/2020 | 10/05/2020 | +17.9% vs SPY -126.8% | +15.9% vs SPY -128.3% | 20017475 |
Unmapped bANK NOVA SCOTIA 0% 1Y: LKd EURO STOXX 50 INdEX dUE 09/24/2020 CPN 0.000% dUE 09/24/20 | Sale Owner: Self | $15,001 - $50,000 | 09/24/2020 | 10/05/2020 | n/a | n/a | 20017475 |
CIBR First Trust NASdAQ Cybersecurity ETF (CIbR) | Purchase Owner: Self | $15,001 - $50,000 | 09/21/2020 | 10/05/2020 | +189.4% vs SPY +39.2% | +180.1% vs SPY +35.9% | 20017475 |
Unmapped FIFTH THIRd bANCORP FIX TO FLT JR SbRdNTd CALLAbLE PERPTL CPN 5.100% dUE 12/31/49 | Purchase Owner: Self | $15,001 - $50,000 | 09/21/2020 | 10/05/2020 | n/a | n/a | 20017475 |
VDC Vanguard Consumer Staples ETF (VdC) | Sale Owner: Self | $15,001 - $50,000 | 09/21/2020 | 10/05/2020 | -74.3% vs SPY +75.9% | -70.8% vs SPY +73.4% | 20017475 |
VDC Vanguard Consumer Staples ETF (VdC) | Sale Owner: Self | $15,001 - $50,000 | 09/21/2020 | 10/05/2020 | -74.3% vs SPY +75.9% | -70.8% vs SPY +73.4% | 20017475 |
VDC Vanguard Consumer Staples ETF (VdC) | Sale Owner: Self | $50,001 - $100,000 | 09/21/2020 | 10/05/2020 | -74.3% vs SPY +75.9% | -70.8% vs SPY +73.4% | 20017475 |
Unmapped Principal U.S. Mega-Cap ETF | Purchase Owner: Self | $1,001 - $15,000 | 09/21/2020 | 10/05/2020 | n/a | n/a | 20017475 |
JPM JP Morgan Chase & Co. (JPM) | Sale Owner: Self | $15,001 - $50,000 | 09/09/2020 | 10/05/2020 | -292.5% vs SPY -150.8% | -300.2% vs SPY -156.0% | 20017475 |
INTU Intuit Inc. (INTU) | Sale Owner: Self | $15,001 - $50,000 | 09/08/2020 | 10/05/2020 | -12.6% vs SPY +133.8% | -11.1% vs SPY +133.1% | 20017475 |
AAPL Apple Inc. (AAPL) | Sale (partial) Owner: Self | $15,001 - $50,000 | 09/08/2020 | 10/05/2020 | -203.6% vs SPY -57.1% | -202.6% vs SPY -58.4% | 20017475 |
AAPL Apple Inc. (AAPL) | Sale (partial) Owner: Self | $15,001 - $50,000 | 09/08/2020 | 10/05/2020 | -203.6% vs SPY -57.1% | -202.6% vs SPY -58.4% | 20017475 |
GOOGL Alphabet Inc. - Class A (gOOgL) | Purchase Owner: Self | $15,001 - $50,000 | 09/08/2020 | 10/05/2020 | +271.1% vs SPY +124.6% | +289.6% vs SPY +145.5% | 20017475 |
VIG Vanguard div Appreciation ETF (VIg) | Sale (partial) Owner: Self | $50,001 - $100,000 | 09/08/2020 | 10/05/2020 | -118.5% vs SPY +28.0% | -113.7% vs SPY +30.5% | 20017475 |
SPY SPdR S&P 500 (SPY) | Sale (partial) Owner: Self | $15,001 - $50,000 | 09/08/2020 | 10/05/2020 | -146.4% vs SPY 0.0% | -144.2% vs SPY 0.0% | 20017475 |
USMC Principal U.S. Mega-Cap ETF (USMC) | Sale (partial) Owner: Self | $15,001 - $50,000 | 09/08/2020 | 10/05/2020 | -146.8% vs SPY -0.4% | -146.4% vs SPY -2.2% | 20017475 |
JPM JP Morgan Chase & Co. (JPM) | Sale Owner: Self | $15,001 - $50,000 | 09/08/2020 | 10/05/2020 | -296.2% vs SPY -149.8% | -300.2% vs SPY -156.0% | 20017475 |
Unmapped FT divers Income & growth Fall 15 | Sale Owner: Spouse | $100,001 - $250,000 | 08/11/2020 | 09/08/2020 | n/a | n/a | 20017309 |
SDY SPdR S&P dividend ETF (SdY) | Purchase Owner: Self | $15,001 - $50,000 | 08/10/2020 | 09/08/2020 | +93.8% vs SPY -50.9% | +98.3% vs SPY -43.3% | 20017309 |
CWB SPdR bloomberg barclays Convertible Securities ETF (CWb) | Purchase Owner: Self | $50,001 - $100,000 | 08/10/2020 | 09/08/2020 | +62.3% vs SPY -82.4% | +58.3% vs SPY -83.4% | 20017309 |
PNC PNC Financial Services group, Inc. (PNC) | Sale Owner: Self | $15,001 - $50,000 | 08/10/2020 | 09/08/2020 | -161.6% vs SPY -16.9% | -161.0% vs SPY -19.3% | 20017309 |
PNC PNC Financial Services group, Inc. (PNC) | Sale Owner: Self | $50,001 - $100,000 | 08/10/2020 | 09/08/2020 | -161.6% vs SPY -16.9% | -161.0% vs SPY -19.3% | 20017309 |
JNJ Johnson & Johnson (JNJ) | Purchase Owner: Spouse | $15,001 - $50,000 | 08/10/2020 | 09/08/2020 | +113.5% vs SPY -31.2% | +109.7% vs SPY -32.0% | 20017309 |
DGRO iShares Core dividend growth ETF (dgRO) | Purchase Owner: Spouse | $50,001 - $100,000 | 08/10/2020 | 09/08/2020 | +129.9% vs SPY -14.8% | +129.9% vs SPY -11.8% | 20017309 |
DUK duke Energy Corporation (dUK) | Purchase Owner: Spouse | $15,001 - $50,000 | 08/10/2020 | 09/08/2020 | +90.4% vs SPY -54.3% | +93.1% vs SPY -48.5% | 20017309 |
V Visa Inc. (V) | Sale Owner: Self | $15,001 - $50,000 | 08/10/2020 | 09/08/2020 | -123.5% vs SPY +21.2% | -115.2% vs SPY +26.4% | 20017309 |
USB U.S. bancorp (USb) | Sale Owner: Self | $50,001 - $100,000 | 08/10/2020 | 09/08/2020 | -108.0% vs SPY +36.7% | -113.3% vs SPY +28.3% | 20017309 |
XLV SPdR Select Sector Fund - Health Care (XLV) | Purchase Owner: Self | $50,001 - $100,000 | 08/10/2020 | 09/08/2020 | +91.8% vs SPY -52.9% | +92.3% vs SPY -49.4% | 20017309 |
SDY SPdR S&P dividend ETF (SdY) | Purchase Owner: Self | $15,001 - $50,000 | 08/10/2020 | 09/08/2020 | +93.8% vs SPY -50.9% | +98.3% vs SPY -43.3% | 20017309 |
AXP American Express Company (AXP) | Sale Owner: Self | $15,001 - $50,000 | 08/10/2020 | 09/08/2020 | -246.0% vs SPY -101.3% | -238.8% vs SPY -97.1% | 20017309 |
AEP American Electric Power Company, Inc. (AEP) | Purchase Owner: Spouse | $15,001 - $50,000 | 08/10/2020 | 09/08/2020 | +87.2% vs SPY -57.6% | +101.3% vs SPY -40.4% | 20017309 |
Unmapped AMERICAN FUNdS THE TAX EXEMPT bONd FUNd OF AMERICA | Purchase Owner: Spouse | $1,001 - $15,000 | 07/20/2020 | 09/04/2020 | n/a | n/a | 20017070 |
RTX Raytheon Technologies Corporation (RTX) | Sale Owner: Self | $15,001 - $50,000 | 07/01/2020 | 09/04/2020 | -280.6% vs SPY -116.2% | -292.8% vs SPY -146.4% | 20017070 |
PFE Pfizer, Inc. (PFE) | Purchase Owner: Self | $15,001 - $50,000 | 07/01/2020 | 09/04/2020 | +28.3% vs SPY -136.1% | +19.3% vs SPY -127.1% | 20017070 |
HD Home depot, Inc. (Hd) | Sale Owner: Self | $50,001 - $100,000 | 07/01/2020 | 09/04/2020 | -56.8% vs SPY +107.6% | -43.8% vs SPY +102.7% | 20017070 |
AAPL Apple Inc. (AAPL) | Purchase Owner: Self | $15,001 - $50,000 | 07/01/2020 | 09/04/2020 | +276.9% vs SPY +112.5% | +203.6% vs SPY +57.1% | 20017070 |
AMZN Amazon.com, Inc. (AMZN) | Purchase Owner: Self | $50,001 - $100,000 | 07/01/2020 | 09/04/2020 | +74.2% vs SPY -90.3% | +59.2% vs SPY -87.3% | 20017070 |
Unmapped "CITIgROUP INC PERPETUAL FIX/FLT bONdS CALLAbLE CPN 6.125% dUE 12/29/49 dTd 11/13/15 FC 05/15/16 CALL1 11/15/20 @ 100.000, CUSIP- 172967Kd2" | Purchase Owner: Self | $100,001 - $250,000 | 07/01/2020 | 09/04/2020 | n/a | n/a | 20017070 |
Unmapped JPMORgAN FEDERAL MONEY MARKET FUND | Purchase Owner: Spouse | $1,001 - $15,000 | 06/23/2020 | 07/10/2020 | n/a | n/a | 20016929 |
INFR Legg Mason global Infrastructure ETF (INFR) | Sale Owner: Spouse | $15,001 - $50,000 | 06/10/2020 | 07/10/2020 | n/a | n/a | 20016929 |
Unmapped JPMORgAN FEDERAL MONEY MARKET FUND | Purchase Owner: Spouse | $15,001 - $50,000 | 06/10/2020 | 07/10/2020 | n/a | n/a | 20016929 |
ISD PgIM High Yield bond Fund, Inc. (ISD) | Purchase Owner: Spouse | $15,001 - $50,000 | 06/09/2020 | 07/10/2020 | +51.1% vs SPY -106.1% | +55.5% vs SPY -105.3% | 20016929 |
Unmapped JPMORgAN FEDERAL MONEY MARKET FUND | Sale (partial) Owner: Spouse | $15,001 - $50,000 | 06/09/2020 | 07/10/2020 | n/a | n/a | 20016929 |
IWM iShares Russell 2000 ETF (IWM) | Sale (partial) Owner: Spouse | $1,001 - $15,000 | 06/09/2020 | 07/10/2020 | -101.4% vs SPY +55.7% | -116.2% vs SPY +44.6% | 20016929 |
VV Vanguard Large-Cap ETF (VV) | Purchase Owner: Spouse | $1,001 - $15,000 | 06/09/2020 | 07/10/2020 | +156.2% vs SPY -0.9% | +159.0% vs SPY -1.8% | 20016929 |
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.