Kathy Castor
DHouse · FL-14
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 · 05/12/2014 → 11/03/2026.
Simulated portfolio
+351.9%
SPY
+389.6%
vs SPY
-37.7%
Simulated portfolioSPYBuySell
Trades
84
Last traded
07/15/2024
Disclosed (est.)
$1.0M
File lag
12 days
| Asset | Type | Amount range | Traded | Filed | Trade → latest | Filed+1 → latest | Filing |
|---|---|---|---|---|---|---|---|
BRK-B Berkshire Hathaway Inc. New Common Stock (BRK.B) | Sale (partial) Owner: Joint | $15,001 - $50,000 | 07/15/2024 | 07/15/2024 | -28.2% vs SPY +9.6% | -26.9% vs SPY +10.1% | 20025475 |
BRK-B Berkshire Hathaway Inc. New Common Stock (BRK.B) | Sale (partial) Owner: Joint | $15,001 - $50,000 | 03/28/2024 | 03/28/2024 | -32.5% vs SPY +16.0% | -32.6% vs SPY +16.2% | 20024754 |
BRK-B berkshire Hathaway Inc. New (bRK.b) | Purchase Owner: Joint | $1,001 - $15,000 | 07/16/2021 | 07/29/2021 | +100.5% vs SPY +12.9% | +100.2% vs SPY +15.7% | 20019181 |
BRK-B berkshire Hathaway Inc. New (bRK.b) | Purchase Owner: Joint | $1,001 - $15,000 | 06/25/2021 | 07/29/2021 | +100.1% vs SPY +10.4% | +100.2% vs SPY +15.7% | 20019181 |
BRK-B berkshire Hathaway Inc. New (bRK.b) | Purchase Owner: Joint | $1,001 - $15,000 | 06/18/2021 | 07/29/2021 | +103.3% vs SPY +8.3% | +100.2% vs SPY +15.7% | 20019181 |
BRK-B berkshire Hathaway Inc. New (bRK.b) | Purchase Owner: Joint | $1,001 - $15,000 | 07/16/2020 | 07/27/2021 | +191.6% vs SPY +35.7% | +100.3% vs SPY +15.9% | 20019168 |
BRK-B berkshire Hathaway Inc. New (bRK.b) | Purchase Owner: Joint | $1,001 - $15,000 | 06/25/2020 | 07/27/2021 | +211.5% vs SPY +44.3% | +100.3% vs SPY +15.9% | 20019168 |
BRK-B berkshire Hathaway Inc. New (bRK.b) | Purchase Owner: Joint | $1,001 - $15,000 | 06/18/2020 | 07/27/2021 | +208.2% vs SPY +43.7% | +100.3% vs SPY +15.9% | 20019168 |
BRK-B Berkshire Hathaway Inc. New (BRK.B) | Purchase Owner: Joint | $1,001 - $15,000 | 06/14/2021 | 06/14/2021 | +96.5% vs SPY +5.6% | +96.2% vs SPY +5.0% | 20018921 |
BRK-B Berkshire Hathaway Inc. New (BRK.B) | Purchase Owner: Joint | $1,001 - $15,000 | 05/21/2021 | 06/14/2021 | +93.6% vs SPY -2.0% | +96.2% vs SPY +5.0% | 20018921 |
BRK-B Berkshire Hathaway Inc. New (BRK.B) | Purchase Owner: Joint | $1,001 - $15,000 | 04/14/2021 | 04/14/2021 | +108.2% vs SPY +10.9% | +107.0% vs SPY +11.8% | 20018576 |
BRK-B Berkshire Hathaway Inc. New (BRK.B) | Purchase Owner: Joint | $1,001 - $15,000 | 04/13/2021 | 04/14/2021 | +108.6% vs SPY +11.9% | +107.0% vs SPY +11.8% | 20018576 |
BRK-B Berkshire Hathaway Inc. New (BRK.B) | Purchase Owner: Joint | $1,001 - $15,000 | 04/09/2021 | 04/14/2021 | +109.4% vs SPY +12.1% | +107.0% vs SPY +11.8% | 20018576 |
BRK-B Berkshire Hathaway Inc. New (BRK.B) | Purchase Owner: Joint | $1,001 - $15,000 | 03/31/2021 | 04/14/2021 | +118.1% vs SPY +13.2% | +107.0% vs SPY +11.8% | 20018576 |
BRK-B Berkshire Hathaway Inc. New (BRK.B) | Purchase Owner: Joint | $1,001 - $15,000 | 03/15/2021 | 04/14/2021 | +118.8% vs SPY +13.3% | +107.0% vs SPY +11.8% | 20018576 |
BRK-B Berkshire Hathaway Inc. New (BRK.B) | Purchase Owner: Joint | $1,001 - $15,000 | 02/17/2021 | 02/18/2021 | +127.1% vs SPY +19.6% | +130.3% vs SPY +21.5% | 20018237 |
BRK-B Berkshire Hathaway Inc. New (BRK.B) | Purchase Owner: Joint | $1,001 - $15,000 | 02/01/2021 | 02/18/2021 | +142.9% vs SPY +26.5% | +130.3% vs SPY +21.5% | 20018237 |
BRK-B Berkshire Hathaway Inc. New (BRK.B) | Purchase Owner: Joint | $1,001 - $15,000 | 01/04/2021 | 01/04/2021 | +143.8% vs SPY +23.0% | +144.9% vs SPY +25.6% | 20017966 |
BRK-B Berkshire Hathaway Inc. New (BRK.B) | Purchase Owner: Joint | $1,001 - $15,000 | 11/16/2020 | 12/02/2020 | +139.0% vs SPY +13.4% | +141.1% vs SPY +18.1% | 20017786 |
BRK-B Berkshire Hathaway Inc. New (BRK.B) | Purchase Owner: Joint | $1,001 - $15,000 | 10/05/2020 | 10/08/2020 | +162.3% vs SPY +21.6% | +158.3% vs SPY +22.5% | 20017492 |
BRK-B Berkshire Hathaway Inc. New (BRK.B) | Purchase Owner: Joint | $1,001 - $15,000 | 09/25/2020 | 10/08/2020 | +164.7% vs SPY +15.9% | +158.3% vs SPY +22.5% | 20017492 |
BRK-B Berkshire Hathaway Inc. New (BRK.B) | Purchase Owner: Joint | $1,001 - $15,000 | 09/21/2020 | 10/08/2020 | +161.5% vs SPY +11.4% | +158.3% vs SPY +22.5% | 20017492 |
BRK-B Berkshire Hathaway Inc. New (BRK.B) | Purchase Owner: Joint | $1,001 - $15,000 | 08/04/2020 | 08/06/2020 | +178.2% vs SPY +29.4% | +165.9% vs SPY +20.5% | 20017104 |
LUV Southwest Airlines Company (luV) | Sale Owner: Joint | $1,001 - $15,000 | 07/14/2020 | 07/16/2020 | -42.3% vs SPY +115.1% | -38.7% vs SPY +116.6% | 20016973 |
AAL American Airlines group, Inc. (AAl) | Sale Owner: Joint | $1,001 - $15,000 | 07/14/2020 | 07/16/2020 | -10.8% vs SPY +146.7% | -7.6% vs SPY +147.6% | 20016973 |
LUV Southwest Airlines Company (luV) | Sale (partial) Owner: Joint | $1,001 - $15,000 | 07/10/2020 | 07/16/2020 | -42.5% vs SPY +116.1% | -38.7% vs SPY +116.6% | 20016973 |
LUV southwest airlines Company (luV) | Purchase Owner: Joint | $1,001 - $15,000 | 05/19/2020 | 05/20/2020 | +70.9% vs SPY -111.6% | +59.9% vs SPY -119.8% | 20016569 |
LUV southwest airlines Company (luV) | Purchase Owner: Joint | $1,001 - $15,000 | 05/19/2020 | 05/20/2020 | +70.9% vs SPY -111.6% | +59.9% vs SPY -119.8% | 20016569 |
AAL american airlines group, Inc. (aal) | Purchase Owner: Joint | $1,001 - $15,000 | 05/19/2020 | 05/20/2020 | +33.0% vs SPY -149.5% | +29.6% vs SPY -150.1% | 20016569 |
BRK-B Berkshire Hathaway Inc. New (BRK.B) | Purchase Owner: Joint | $1,001 - $15,000 | 05/18/2020 | 05/20/2020 | +217.5% vs SPY +37.9% | +218.4% vs SPY +38.7% | 20016569 |
BRK-B Berkshire Hathaway Inc. New (BRK.B) | Purchase Owner: Joint | $1,001 - $15,000 | 05/04/2020 | 05/20/2020 | +213.0% vs SPY +22.2% | +218.4% vs SPY +38.7% | 20016569 |
BRK-B Berkshire Hathaway Inc. New (BRK.B) | Purchase Owner: Joint | $15,001 - $50,000 | 04/21/2020 | 04/22/2020 | +203.6% vs SPY +1.5% | +200.1% vs SPY +4.6% | 20016456 |
BRK-B Berkshire Hathaway Inc. New (BRK.B) | Purchase Owner: Joint | $50,001 - $100,000 | 04/15/2020 | 04/22/2020 | +195.4% vs SPY -1.5% | +200.1% vs SPY +4.6% | 20016456 |
DIA sPDR Dow Jones Industrial average ETF (DIa) | Purchase Owner: Joint | $1,001 - $15,000 | 03/27/2020 | 04/03/2020 | +168.1% vs SPY -57.4% | +156.0% vs SPY -55.4% | 20016355 |
DIA sPDR Dow Jones Industrial average ETF (DIa) | Purchase Owner: Joint | $1,001 - $15,000 | 03/27/2020 | 04/03/2020 | +168.1% vs SPY -57.4% | +156.0% vs SPY -55.4% | 20016355 |
DIA sPDR Dow Jones Industrial average ETF (DIa) | Purchase Owner: Joint | $15,001 - $50,000 | 03/24/2020 | 04/03/2020 | +180.7% vs SPY -58.5% | +156.0% vs SPY -55.4% | 20016355 |
BX The Blackstone group Inc. Class a (BX) | Sale Owner: Joint | $1,001 - $15,000 | 03/10/2020 | 04/03/2020 | -195.8% vs SPY -8.1% | -221.6% vs SPY -10.2% | 20016355 |
BEN Franklin Resources, Inc. (BEN) | Sale Owner: Joint | $1,001 - $15,000 | 03/10/2020 | 04/03/2020 | -123.2% vs SPY +64.4% | -164.3% vs SPY +47.1% | 20016355 |
BIF Boulder growth & Income Fund, Inc. (BIF) | Sale Owner: Joint | $1,001 - $15,000 | 03/10/2020 | 04/03/2020 | n/a | n/a | 20016355 |
BRK-B Berkshire Hathaway Inc. New (BRK.B) | Sale Owner: Joint | $15,001 - $50,000 | 03/10/2020 | 04/03/2020 | -174.8% vs SPY +12.9% | -200.7% vs SPY +10.7% | 20016355 |
BAC Bank of america Corporation (BaC) | Sale Owner: Joint | $15,001 - $50,000 | 03/10/2020 | 04/03/2020 | -146.0% vs SPY +41.6% | -171.6% vs SPY +39.8% | 20016355 |
BIF Boulder growth & Income Fund, Inc. (BIF) | Purchase Owner: Spouse | $1,001 - $15,000 | 01/03/2020 | 01/08/2020 | n/a | n/a | 20013869 |
BIF Boulder growth & Income Fund, Inc. (BIF) | Purchase Owner: Spouse | $1,001 - $15,000 | 12/27/2019 | 01/08/2020 | n/a | n/a | 20013869 |
BIF Boulder growth & Income Fund, Inc. (BIF) | Purchase Owner: Spouse | $1,001 - $15,000 | 08/07/2019 | 08/21/2019 | n/a | n/a | 20012202 |
BIF Boulder growth & Income Fund, Inc. (BIF) | Purchase Owner: Spouse | $1,001 - $15,000 | 07/31/2019 | 08/06/2019 | n/a | n/a | 20012112 |
BRK-B Berkshire Hathaway Inc. New (BRK.B) | Purchase Owner: Joint | $15,001 - $50,000 | 01/28/2019 | 01/29/2019 | +177.2% vs SPY -43.3% | +170.5% vs SPY -45.4% | 20011059 |
BX The Blackstone group l.P. Common units Representing limited Partnership Interests (BX) | Purchase Owner: Joint | $1,001 - $15,000 | 01/24/2019 | 01/29/2019 | +386.6% vs SPY +165.8% | +377.3% vs SPY +161.4% | 20011059 |
DIS Walt Disney Company (DIs) | Sale Owner: Joint | $1,001 - $15,000 | 08/04/2017 | 08/04/2017 | -13.4% vs SPY +238.3% | -14.8% vs SPY +236.2% | 20007742 |
T AT&T Inc. (T) | Sale Owner: Self | $50,001 - $100,000 | 12/14/2016 | 05/03/2017 | -37.8% vs SPY +253.3% | -44.4% vs SPY +221.8% | 20007192 |
AAPL apple Inc. (aaPl) | Sale Owner: Joint | $1,001 - $15,000 | 03/15/2017 | 03/20/2017 | -923.6% vs SPY -656.1% | -928.1% vs SPY -654.0% | 20006946 |
PFE Pfizer, Inc. (PFE) | Sale Owner: Joint | $1,001 - $15,000 | 02/14/2017 | 02/15/2017 | -49.1% vs SPY +226.7% | -45.2% vs SPY +228.9% | 20006751 |
MRK Merck & Company, Inc. Common stock (MRK) | Sale Owner: Joint | $1,001 - $15,000 | 02/14/2017 | 02/15/2017 | -211.0% vs SPY +64.8% | -212.9% vs SPY +61.2% | 20006751 |
INTC Intel Corporation (INTC) | Sale Owner: Joint | $1,001 - $15,000 | 02/14/2017 | 02/15/2017 | -105.0% vs SPY +170.8% | -102.3% vs SPY +171.9% | 20006751 |
INTC Intel Corporation (INTC) | Purchase Owner: Joint | $1,001 - $15,000 | 02/14/2017 | 02/15/2017 | +105.0% vs SPY -170.8% | +102.3% vs SPY -171.9% | 20006751 |
BA Boeing Company (Ba) | Sale Owner: Joint | $15,001 - $50,000 | 02/14/2017 | 02/15/2017 | -10.0% vs SPY +265.8% | -8.5% vs SPY +265.6% | 20006751 |
ARNC arconic Inc. (aRNC) | Sale Owner: Spouse | $1,001 - $15,000 | 12/15/2016 | 01/11/2017 | n/a | n/a | 20006540 |
GE general Electric Company (gE) | Sale Owner: Spouse | $1,001 - $15,000 | 12/09/2016 | 01/11/2017 | -133.8% vs SPY +156.2% | -134.9% vs SPY +152.7% | 20006540 |
CAT Caterpillar, Inc. (CaT) | Sale Owner: Spouse | $1,001 - $15,000 | 12/09/2016 | 01/11/2017 | -708.2% vs SPY -418.2% | -721.4% vs SPY -433.7% | 20006540 |
T aT&T Inc. (T) | Sale Owner: Spouse | $1,001 - $15,000 | 12/09/2016 | 01/11/2017 | -40.2% vs SPY +249.8% | -36.0% vs SPY +251.7% | 20006540 |
ARNC arconic Inc. (aRNC) | Purchase Owner: Spouse | $1,001 - $15,000 | 11/01/2016 | 01/11/2017 | n/a | n/a | 20006540 |
AA alcoa Corporation (aa) | Sale Owner: Spouse | $1,001 - $15,000 | 11/01/2016 | 01/11/2017 | -81.9% vs SPY +236.7% | -26.1% vs SPY +261.5% | 20006540 |
DIS Walt Disney Company (DIs) | Purchase Owner: Joint | $1,001 - $15,000 | 06/06/2016 | 06/06/2016 | +26.4% vs SPY -295.9% | +26.9% vs SPY -294.7% | 20005285 |
DOW Dow Chemical Company (DOW) | Sale Owner: Joint | $1,001 - $15,000 | 05/02/2016 | 05/03/2016 | -2.4% vs SPY +196.6% | -2.4% vs SPY +196.6% | 20005028 |
VZ Verizon Communications Inc. (VZ) | Sale Owner: Self | $15,001 - $50,000 | 03/28/2016 | 05/03/2016 | -50.4% vs SPY +288.7% | -56.3% vs SPY +279.0% | 20005028 |
AAPL apple Inc. (aaPl) | Purchase Owner: Joint | $1,001 - $15,000 | 02/26/2016 | 03/18/2016 | +1414.9% vs SPY +1055.1% | +1286.2% vs SPY +950.1% | 20004787 |
PFE Pfizer, Inc. (PFE) | Purchase Owner: Joint | $1,001 - $15,000 | 02/12/2016 | 03/18/2016 | +72.6% vs SPY -308.1% | +68.5% vs SPY -267.5% | 20004787 |
MRK Merck & Company, Inc. Common stock (MRK) | Purchase Owner: Joint | $1,001 - $15,000 | 02/12/2016 | 03/18/2016 | +329.9% vs SPY -50.7% | +295.7% vs SPY -40.3% | 20004787 |
INTC Intel Corporation (INTC) | Purchase Owner: Joint | $1,001 - $15,000 | 02/12/2016 | 03/18/2016 | +165.2% vs SPY -215.5% | +134.8% vs SPY -201.2% | 20004787 |
BA Boeing Company (Ba) | Purchase Owner: Joint | $1,001 - $15,000 | 02/12/2016 | 03/18/2016 | +76.3% vs SPY -304.4% | +40.9% vs SPY -295.1% | 20004787 |
BAC Bank of america Corporation (BaC) | Purchase Owner: Joint | $1,001 - $15,000 | 02/12/2016 | 03/18/2016 | +425.7% vs SPY +45.1% | +352.2% vs SPY +16.2% | 20004787 |
BX The Blackstone group l.P. Common units Representing limited Partnership Interests (BX) | Purchase Owner: Joint | $1,001 - $15,000 | 02/06/2015 | 05/14/2015 | +480.8% vs SPY +135.4% | +372.6% vs SPY +43.6% | 20003116 |
ETFC E*TRADE Financial Corporation (ETFC) | Sale Owner: Joint | $1,001 - $15,000 | 02/06/2015 | 05/14/2015 | n/a | n/a | 20003116 |
CAT Caterpillar, Inc. (CAT) | Purchase Owner: Joint | $1,001 - $15,000 | 12/24/2014 | 05/14/2015 | +789.9% vs SPY +449.3% | +827.8% vs SPY +498.8% | 20003116 |
GE general Electric Company (gE) | Purchase Owner: Joint | $1,001 - $15,000 | 09/26/2014 | 05/14/2015 | +209.8% vs SPY -155.3% | +185.9% vs SPY -143.2% | 20003116 |
T AT&T Inc. (T) | Purchase Owner: Joint | $1,001 - $15,000 | 08/18/2014 | 05/14/2015 | +91.2% vs SPY -277.4% | +82.7% vs SPY -246.4% | 20003116 |
BEN Franklin Resources, Inc. (BEN) | Purchase Owner: Joint | $1,001 - $15,000 | 05/23/2014 | 05/14/2015 | +1.8% vs SPY -386.4% | +6.1% vs SPY -323.0% | 20003116 |
DOW Dow Chemical Company (DOW) | Sale Owner: Joint | $1,001 - $15,000 | 05/23/2014 | 05/14/2015 | -2.4% vs SPY +196.6% | -2.4% vs SPY +196.6% | 20003116 |
BX The Blackstone group l.P. Common units Representing limited Partnership Interests (BX) | Purchase Owner: Spouse | $1,001 - $15,000 | 02/06/2015 | 02/09/2015 | +480.8% vs SPY +135.4% | +471.0% vs SPY +128.3% | 20002533 |
ETFC E*TRaDE Financial Corporation (ETFC) | Sale Owner: Spouse | $1,001 - $15,000 | 02/06/2015 | 02/09/2015 | n/a | n/a | 20002533 |
CAT Caterpillar, Inc. (CaT) | Purchase Owner: Spouse | $1,001 - $15,000 | 12/24/2014 | 01/05/2015 | +789.9% vs SPY +449.3% | +864.5% vs SPY +506.4% | 20002315 |
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.