Mo Brooks
RHouse · AL-5
STOCK Act filings · simulated, not advice.
annual holdings (15)
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 · 05/14/2014 → 11/03/2026.
Simulated portfolio
+256.1%
SPY
+391.5%
vs SPY
-135.5%
Simulated portfolioSPYBuySell
Trades
156
Last traded
12/08/2022
Disclosed (est.)
$2.3M
File lag
17 days
| Asset | Type | Amount range | Traded | Filed | Trade → latest | Filed+1 → latest | Filing |
|---|---|---|---|---|---|---|---|
FIN Arlington TX Higher Ed Fin | Purchase Owner: Joint | $1,001 - $15,000 | 12/08/2022 | 12/31/2022 | n/a | n/a | 20022197 |
NOTE U. S. Treasury Note | Purchase Owner: Joint | $50,001 - $100,000 | 11/29/2022 | 12/31/2022 | -100.0% vs SPY -201.0% | -100.0% vs SPY -207.7% | 20022197 |
FXD Duke Energy Corp Fxd | Purchase Owner: Joint | $1,001 - $15,000 | 08/30/2022 | 12/31/2022 | +47.8% vs SPY -52.5% | +48.3% vs SPY -59.4% | 20022197 |
VZ Verizon Communications Inc. (VZ) | Sale Owner: Joint | $1,001 - $15,000 | 07/22/2022 | 08/17/2022 | -35.1% vs SPY +66.8% | -35.9% vs SPY +50.6% | 20021568 |
AATC Autoscope Technologies Corporation (AATC) | Purchase Owner: Joint | $1,001 - $15,000 | 07/22/2022 | 08/17/2022 | +121.3% vs SPY +19.4% | +110.8% vs SPY +24.3% | 20021568 |
Unmapped Nisource Inc. Fxd to 062023 | Purchase Owner: Joint | $1,001 - $15,000 | 07/13/2022 | 07/19/2022 | n/a | n/a | 20021403 |
Unmapped Duke Energy Corp Fxd to 09/20/24 | Purchase Owner: Joint | $1,001 - $15,000 | 06/22/2022 | 07/19/2022 | n/a | n/a | 20021403 |
Unmapped Duke Energy Corp Fxd to 092024 | Purchase Owner: Joint | $1,001 - $15,000 | 06/03/2022 | 06/12/2022 | n/a | n/a | 20021197 |
T AT&T Inc. (T) | Sale Owner: Joint | $1,001 - $15,000 | 10/12/2021 | 05/11/2022 | -48.4% vs SPY +37.6% | -38.8% vs SPY +65.4% | 20020998 |
VZ Verizon Communications Inc. (VZ) | Sale (partial) Owner: Joint | $1,001 - $15,000 | 04/11/2022 | 04/26/2022 | -12.8% vs SPY +69.3% | -25.5% vs SPY +66.5% | 20020873 |
Unmapped Duke Energy Corp Fxd to 092024VAR thraftr 4.8750% | Purchase Owner: Joint | $1,001 - $15,000 | 03/18/2022 | 03/21/2022 | n/a | n/a | 20020661 |
T AT&T Inc. (T) | Purchase Owner: Joint | $1,001 - $15,000 | 10/12/2021 | 10/14/2021 | +48.4% vs SPY -37.6% | +46.9% vs SPY -34.0% | 20019626 |
D Dominion Energy, Inc. (D) | Purchase Owner: Joint | $15,001 - $50,000 | 09/29/2021 | 10/14/2021 | +12.5% vs SPY -73.2% | +14.4% vs SPY -66.5% | 20019626 |
PFE Pfizer, Inc. (PFE) | Sale Owner: Joint | $15,001 - $50,000 | 08/16/2021 | 10/14/2021 | +20.1% vs SPY +101.1% | +5.8% vs SPY +86.7% | 20019626 |
Unmapped Baldwin Cnty Ala Pub Bldg Authbuildg RE OID | Purchase Owner: Joint | $15,001 - $50,000 | 07/16/2021 | 08/06/2021 | n/a | n/a | 20019249 |
BRK-B Berkshire Hathaway Inc. New (BRK.B) | Purchase Owner: Joint | $15,001 - $50,000 | 01/15/2020 | 07/10/2021 | +144.0% vs SPY -8.8% | +98.9% vs SPY +13.8% | 20019066 |
TO general Electric Co Fxd TO | Purchase Owner: Joint | $1,001 - $15,000 | 05/14/2021 | 05/28/2021 | n/a | n/a | 20018822 |
BRK-B Berkshire Hathaway Inc. New (BRK.B) | Purchase Owner: Joint | $1,001 - $15,000 | 03/24/2021 | 04/20/2021 | +123.2% vs SPY +13.7% | +104.6% vs SPY +9.5% | 20018605 |
TFC Truist Financial Corporation (TFC) | Sale Owner: Self | $1,001 - $15,000 | 02/08/2021 | 02/16/2021 | -21.6% vs SPY +87.0% | -14.7% vs SPY +92.8% | 20018223 |
CSCO Cisco Systems, Inc. (CSCO) | Sale Owner: Self | $1,001 - $15,000 | 02/08/2021 | 02/16/2021 | -146.4% vs SPY -37.8% | -160.7% vs SPY -53.1% | 20018223 |
T AT&T Inc. (T) | Sale Owner: Self | $1,001 - $15,000 | 02/08/2021 | 02/16/2021 | -41.0% vs SPY +67.5% | -37.2% vs SPY +70.3% | 20018223 |
Unmapped Pike Road Al OID | Sale Owner: Joint | $1,001 - $15,000 | 02/01/2021 | 02/12/2021 | n/a | n/a | 20018204 |
LEE lee Enterprises, Incorporated (lEE) | Sale Owner: Spouse | $1,001 - $15,000 | 01/22/2021 | 01/26/2021 | +56.1% vs SPY +168.8% | +54.7% vs SPY +172.3% | 20018077 |
LEE lee Enterprises, Incorporated (lEE) | Sale Owner: Joint | $1,001 - $15,000 | 01/22/2021 | 01/26/2021 | +56.1% vs SPY +168.8% | +54.7% vs SPY +172.3% | 20018077 |
DUK Duke Energy Corporation (DuK) | Purchase Owner: Self | $1,001 - $15,000 | 01/22/2021 | 01/26/2021 | +74.9% vs SPY -37.8% | +72.2% vs SPY -45.3% | 20018077 |
Unmapped Spectra Energy Capital llC | Sale Owner: Self | $1,001 - $15,000 | 01/21/2021 | 01/26/2021 | n/a | n/a | 20018077 |
VTRS Viatris Inc. (VTRS) | Sale Owner: Joint | $1,001 - $15,000 | 12/01/2020 | 01/26/2021 | -39.3% vs SPY +84.2% | -40.5% vs SPY +77.0% | 20018077 |
LEE lee Enterprises, Incorporated (lEE) | Purchase Owner: Spouse | $1,001 - $15,000 | 11/24/2020 | 01/26/2021 | -41.0% vs SPY -166.2% | -54.7% vs SPY -172.3% | 20018077 |
BAC Bank of America Corporation (BAC) | Sale Owner: Joint | $15,001 - $50,000 | 10/28/2020 | 11/08/2020 | -144.1% vs SPY +6.3% | -106.4% vs SPY +24.3% | 20017659 |
PFE Pfizer, Inc. (PFE) | Purchase Owner: Joint | $1,001 - $15,000 | 09/16/2020 | 11/08/2020 | +16.6% vs SPY -125.8% | +8.3% vs SPY -122.4% | 20017659 |
PFE Pfizer, Inc. (PFE) | Purchase Owner: Joint | $1,001 - $15,000 | 07/01/2020 | 07/11/2020 | +28.3% vs SPY -136.1% | +23.0% vs SPY -137.9% | 20016939 |
LEE lee Enterprises, Incorporated (lEE) | Sale (partial) Owner: Spouse | $1,001 - $15,000 | 06/23/2020 | 07/11/2020 | +42.7% vs SPY +205.8% | +33.1% vs SPY +193.9% | 20016939 |
Unmapped North Carolina Cap Facs Fin Agy Duke univ Pj Rev-B | Sale Owner: Joint | $15,001 - $50,000 | 06/09/2020 | 07/11/2020 | n/a | n/a | 20016939 |
D Dominion Energy, Inc. (D) | Purchase Owner: Joint | $15,001 - $50,000 | 06/08/2020 | 07/11/2020 | +1.3% vs SPY -153.9% | +18.8% vs SPY -142.1% | 20016939 |
D Dominion Energy, Inc. (D) | Purchase Owner: Joint | $15,001 - $50,000 | 06/01/2020 | 07/11/2020 | +3.0% vs SPY -166.9% | +18.8% vs SPY -142.1% | 20016939 |
MAR Marriott International - Class a (MaR) | Sale Owner: Joint | $15,001 - $50,000 | 04/29/2020 | 05/22/2020 | -352.5% vs SPY -171.2% | -357.6% vs SPY -181.8% | 20016653 |
D Dominion Energy, Inc. (D) | Purchase Owner: Joint | $15,001 - $50,000 | 04/29/2020 | 05/22/2020 | +12.4% vs SPY -168.9% | +9.4% vs SPY -166.3% | 20016653 |
DUK Duke Energy Corporation (DuK) | Purchase Owner: Joint | $1,001 - $15,000 | 04/13/2020 | 05/22/2020 | +86.9% vs SPY -112.3% | +94.9% vs SPY -80.9% | 20016653 |
AAPL apple Inc. (aaPl) | Sale Owner: Joint | $1,001 - $15,000 | 04/13/2020 | 05/22/2020 | -403.6% vs SPY -204.4% | -333.3% vs SPY -157.5% | 20016653 |
DUK Duke Energy Corporation (DuK) | Purchase Owner: Joint | $15,001 - $50,000 | 04/02/2020 | 05/22/2020 | +105.6% vs SPY -121.9% | +94.9% vs SPY -80.9% | 20016653 |
PFE Pfizer, Inc. (PFE) | Purchase Owner: Joint | $1,001 - $15,000 | 03/17/2020 | 03/24/2020 | +36.0% vs SPY -192.2% | +47.0% vs SPY -187.2% | 20016288 |
CSCO Cisco systems, Inc. (CsCo) | Sale Owner: Joint | $1,001 - $15,000 | 02/11/2020 | 03/24/2020 | -154.0% vs SPY -6.6% | -231.3% vs SPY +2.9% | 20016288 |
BSX Boston scientific Corporation (BsX) | Sale Owner: Joint | $1,001 - $15,000 | 02/05/2020 | 03/24/2020 | -2.1% vs SPY +147.2% | -45.4% vs SPY +188.8% | 20016288 |
TFC Truist Financial Corporation (TFC) | Sale Owner: Joint | $15,001 - $50,000 | 02/02/2020 | 03/24/2020 | -28.0% vs SPY +127.9% | -117.4% vs SPY +116.8% | 20016288 |
SANM sanmina Corporation (saNM) | Sale Owner: Joint | $15,001 - $50,000 | 01/15/2020 | 01/20/2020 | -379.4% vs SPY -226.6% | -388.4% vs SPY -238.0% | 20014938 |
ARCC ares Capital Corporation - Closed End Fund (aRCC) | Sale Owner: Joint | $1,001 - $15,000 | 01/15/2020 | 01/20/2020 | -92.5% vs SPY +60.3% | -90.7% vs SPY +59.7% | 20014938 |
WFC Wells Fargo & Company (WFC) | Sale Owner: Joint | $1,001 - $15,000 | 01/02/2020 | 01/20/2020 | -88.8% vs SPY +66.6% | -107.3% vs SPY +43.1% | 20014938 |
GE general Electric Company (gE) | Sale Owner: Joint | $1,001 - $15,000 | 01/02/2020 | 01/20/2020 | -456.8% vs SPY -301.5% | -469.7% vs SPY -319.3% | 20014938 |
DTEGY Deutsche Telekom ag (DTEgY) | Sale Owner: Joint | $1,001 - $15,000 | 01/02/2020 | 01/20/2020 | -122.8% vs SPY +32.5% | -122.3% vs SPY +28.1% | 20014938 |
CVS CVs Health Corporation (CVs) | Sale Owner: Joint | $1,001 - $15,000 | 01/02/2020 | 01/20/2020 | -54.1% vs SPY +101.2% | -53.2% vs SPY +97.2% | 20014938 |
CDNS Cadence Design systems, Inc. (CDNs) | Sale Owner: Joint | $1,001 - $15,000 | 01/02/2020 | 01/20/2020 | -353.2% vs SPY -197.8% | -334.0% vs SPY -183.6% | 20014938 |
ADTN aDTRaN, Inc. (aDTN) | Sale Owner: Joint | $1,001 - $15,000 | 01/02/2020 | 01/20/2020 | +44.4% vs SPY +199.8% | +45.8% vs SPY +196.2% | 20014938 |
Unmapped Menlo Pk Clif City sch Dist | Sale Owner: Joint | $15,001 - $50,000 | 11/12/2019 | 01/20/2020 | n/a | n/a | 20014938 |
Unmapped Pennsylvania Higher Edu FaCs auth Rev | Sale Owner: Joint | $15,001 - $50,000 | 10/25/2019 | 10/30/2019 | n/a | n/a | 20012524 |
Unmapped alabama s OID | Sale Owner: Joint | $15,001 - $50,000 | 10/08/2019 | 10/30/2019 | n/a | n/a | 20012524 |
Unmapped The southern Company Bonds | Sale Owner: Joint | $1,001 - $15,000 | 08/22/2019 | 09/20/2019 | n/a | n/a | 20012346 |
APT alpha Pro Tech, ltd. (aPT) | Sale (partial) Owner: Spouse | $1,001 - $15,000 | 08/05/2019 | 08/06/2019 | -61.2% vs SPY +133.9% | -59.3% vs SPY +131.5% | 20012115 |
Unmapped North Carolina Med Care Commn Health Car | Sale Owner: Joint | $15,001 - $50,000 | 07/26/2019 | 08/06/2019 | n/a | n/a | 20012115 |
GD general Dynamics Corporation (gD) | Sale Owner: Self | $1,001 - $15,000 | 05/02/2019 | 05/20/2019 | -154.3% vs SPY +34.8% | -158.9% vs SPY +34.8% | 20011708 |
LEE lee Enterprises, Incorporated (lEE) | Purchase Owner: Self | $15,001 - $50,000 | 04/11/2019 | 05/20/2019 | -80.4% vs SPY -272.4% | -80.4% vs SPY -274.1% | 20011708 |
Unmapped Homewood ala City Brd Ed spl | Sale Owner: Self | $1,001 - $15,000 | 04/02/2019 | 05/20/2019 | n/a | n/a | 20011708 |
Unmapped Decatur Ala City Brd Ed spl Tax sch | Sale Owner: Joint | $15,001 - $50,000 | 02/12/2018 | 05/11/2019 | n/a | n/a | 20011659 |
Unmapped Phenix City Al sch Wts genl Oblig | Sale Owner: Joint | $15,001 - $50,000 | 01/23/2018 | 05/11/2019 | n/a | n/a | 20011659 |
Unmapped Mobile Cnty Ala Brd sch Commrs | Sale Owner: Joint | $1,001 - $15,000 | 01/23/2018 | 05/11/2019 | n/a | n/a | 20011659 |
Unmapped Etowah Cnty Ala Brd Ed Cap Outlay | Sale Owner: Joint | $1,001 - $15,000 | 01/23/2018 | 05/11/2019 | n/a | n/a | 20011659 |
TCX Tucows Inc. (TCX) | Sale Owner: Self | $1,001 - $15,000 | 01/09/2018 | 05/11/2019 | +77.9% vs SPY +291.7% | +81.5% vs SPY +281.1% | 20011659 |
Unmapped Decatur ala swr Rev Wts | Sale Owner: Joint | $1,001 - $15,000 | 03/28/2019 | 04/01/2019 | n/a | n/a | 20011369 |
Unmapped Baldwin Cnty al genl Oblig Wts | Sale Owner: Joint | $1,001 - $15,000 | 03/28/2019 | 04/01/2019 | n/a | n/a | 20011369 |
LEE lee Enterprises, Incorporated (lEE) | Sale Owner: Joint | $15,001 - $50,000 | 03/13/2019 | 04/01/2019 | +83.1% vs SPY +283.6% | +82.6% vs SPY +276.9% | 20011369 |
APT alpha Pro Tech, ltd. (aPT) | Purchase Owner: Spouse | $1,001 - $15,000 | 02/14/2019 | 03/04/2019 | +44.0% vs SPY -164.0% | +43.7% vs SPY -159.3% | 20011243 |
APT alpha Pro Tech, ltd. (aPT) | Sale Owner: Joint | $1,001 - $15,000 | 02/07/2019 | 03/04/2019 | -34.3% vs SPY +178.6% | -43.7% vs SPY +159.3% | 20011243 |
APT alpha Pro Tech, ltd. (aPT) | Sale (partial) Owner: Joint | $1,001 - $15,000 | 02/06/2019 | 03/04/2019 | -34.6% vs SPY +175.3% | -43.7% vs SPY +159.3% | 20011243 |
LEE lee Enterprises, Incorporated (lEE) | Purchase Owner: Spouse | $1,001 - $15,000 | 11/27/2018 | 12/11/2018 | -74.4% vs SPY -291.2% | -70.8% vs SPY -291.1% | 20010805 |
BRK-B Berkshire Hathaway Inc. New (BRK.B) | Purchase Owner: Joint | $15,001 - $50,000 | 10/30/2018 | 12/11/2018 | +173.9% vs SPY -43.6% | +175.1% vs SPY -45.2% | 20010805 |
BRK-B Berkshire Hathaway Inc. New (BRK.B) | Purchase Owner: Joint | $15,001 - $50,000 | 10/24/2018 | 10/25/2018 | +178.8% vs SPY -41.7% | +180.7% vs SPY -39.8% | 20010541 |
LEE lee Enterprises, Incorporated (lEE) | Purchase Owner: Spouse | $1,001 - $15,000 | 10/15/2018 | 10/25/2018 | -78.9% vs SPY -288.7% | -77.9% vs SPY -298.4% | 20010541 |
DUK Duke Energy Corporation (DuK) | Purchase Owner: Joint | $15,001 - $50,000 | 10/02/2018 | 10/25/2018 | +116.2% vs SPY -75.4% | +112.3% vs SPY -108.1% | 20010541 |
DUK Duke Energy Corporation (DuK) | Purchase Owner: Joint | $15,001 - $50,000 | 09/24/2018 | 09/27/2018 | +118.4% vs SPY -73.8% | +117.3% vs SPY -75.2% | 20010366 |
APT alpha Pro Tech, ltd. (aPT) | Sale (partial) Owner: Joint | $1,001 - $15,000 | 09/24/2018 | 09/27/2018 | -52.3% vs SPY +139.8% | -56.6% vs SPY +135.9% | 20010366 |
LEE lee Enterprises, Incorporated (lEE) | Purchase Owner: Spouse | $1,001 - $15,000 | 08/27/2018 | 09/27/2018 | -79.2% vs SPY -274.0% | -77.3% vs SPY -269.8% | 20010366 |
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.