Roger Williams
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 · 05/16/2014 → 11/03/2026.
| Asset | Type | Amount range | Traded | Filed | Trade → latest | Filed+1 → latest | Filing |
|---|---|---|---|---|---|---|---|
RTX RTX Corporation Common Stock (RTX) | Purchase Owner: Self | $1,001 - $15,000 | 12/22/2025 | 01/15/2026 | +11.0% vs SPY -0.1% | +2.0% vs SPY -7.9% | 20033783 |
JPM JP Morgan Chase & Co. Common Stock (JPM) | Purchase Owner: Self | $1,001 - $15,000 | 12/22/2025 | 01/15/2026 | +6.6% vs SPY -4.4% | +9.8% vs SPY -0.2% | 20033783 |
FANG Diamondback Energy, Inc. - Common Stock (FANG) | Sale (partial) Owner: Self | $1,001 - $15,000 | 12/22/2025 | 01/15/2026 | -31.8% vs SPY -20.8% | -29.3% vs SPY -19.4% | 20033783 |
CVX Chevron Corporation Common Stock (CVX) | Sale (partial) Owner: Self | $15,001 - $50,000 | 12/22/2025 | 01/15/2026 | -54.6% vs SPY -43.6% | -39.3% vs SPY -29.4% | 20033783 |
BONDS Caney Creek Texas 2.125% GO Muni bonds | Sale Owner: Self | $1,001 - $15,000 | 02/19/2025 | 03/01/2025 | n/a | n/a | 20027867 |
PFE Pfizer, Inc. Common Stock (PFE) | Sale Owner: Spouse | $1,001 - $15,000 | 03/04/2024 | 06/12/2024 | -36.6% vs SPY +15.5% | -26.0% vs SPY +17.2% | 20025151 |
PFE Pfizer, Inc. Common Stock (PFE) | Sale Owner: Spouse | $1,001 - $15,000 | 03/01/2024 | 06/12/2024 | -33.0% vs SPY +18.9% | -26.0% vs SPY +17.2% | 20025151 |
PFE Pfizer, Inc. Common Stock (PFE) | Purchase Owner: Spouse | $1,001 - $15,000 | 03/01/2024 | 06/12/2024 | +33.0% vs SPY -18.9% | +26.0% vs SPY -17.2% | 20025151 |
DIST Caney Creek Tex Mun Util Dist | Purchase Owner: Spouse | $1,001 - $15,000 | 10/25/2022 | 06/12/2024 | n/a | n/a | 20025151 |
NVDA NVIDIA Corporation - Common Stock (NVDA) | Purchase Owner: Spouse | $1,001 - $15,000 | 06/30/2022 | 06/12/2024 | +1268.8% vs SPY +1157.3% | +59.9% vs SPY +16.7% | 20025151 |
META Meta Platforms, Inc. - Class A Common Stock (META) | Purchase Owner: Spouse | $1,001 - $15,000 | 06/30/2022 | 06/12/2024 | +288.8% vs SPY +177.4% | +24.2% vs SPY -18.9% | 20025151 |
LLY Eli Lilly and Company Common Stock (LLY) | Purchase Owner: Spouse | $1,001 - $15,000 | 06/30/2022 | 06/12/2024 | +350.0% vs SPY +238.5% | +62.0% vs SPY +18.8% | 20025151 |
TFC Truist Financial Corporation Common Stock (TFC) | Purchase Owner: Spouse | $1,001 - $15,000 | 06/30/2022 | 06/12/2024 | +29.2% vs SPY -82.2% | +50.5% vs SPY +7.4% | 20025151 |
SBFM Sunshine Biopharma Inc. - Common stock (SBFM) | Purchase Owner: Spouse | $1,001 - $15,000 | 06/30/2022 | 06/12/2024 | -100.0% vs SPY -211.5% | -99.8% vs SPY -143.0% | 20025151 |
GOOG Alphabet Inc. - Class C Capital Stock (GOOG) | Purchase Owner: Spouse | $1,001 - $15,000 | 06/30/2022 | 06/12/2024 | +156.8% vs SPY +45.4% | +58.8% vs SPY +15.6% | 20025151 |
DIS Walt Disney Company (DIS) | Sale Owner: Spouse | $1,001 - $15,000 | 06/22/2022 | 06/12/2024 | -26.0% vs SPY +87.1% | -17.3% vs SPY +25.9% | 20025151 |
DIS Walt Disney Company (DIS) | Purchase Owner: Spouse | $1,001 - $15,000 | 06/30/2021 | 06/12/2024 | -33.0% vs SPY -122.0% | +17.3% vs SPY -25.9% | 20025151 |
STLA Stellantis N.V. Common Shares (STLA) | Purchase Owner: Spouse | $1,001 - $15,000 | 06/30/2021 | 06/12/2024 | -68.9% vs SPY -157.9% | -76.9% vs SPY -120.0% | 20025151 |
DVN Devon Energy Corporation Common Stock (DVN) | Sale Owner: Spouse | $1,001 - $15,000 | 05/13/2021 | 06/12/2024 | -150.9% vs SPY -53.1% | -11.8% vs SPY +31.4% | 20025151 |
DIS Walt Disney Company (DIS) | Sale Owner: Spouse | $1,001 - $15,000 | 07/10/2019 | 06/12/2024 | +17.5% vs SPY +198.0% | -17.3% vs SPY +25.9% | 20025151 |
NVDA NVIDIA Corporation - Common Stock (NVDA) | Sale Owner: Spouse | $1,001 - $15,000 | 03/01/2019 | 06/12/2024 | -5235.8% vs SPY -5034.4% | -59.9% vs SPY -16.7% | 20025151 |
GE GE Aerospace Common Stock (GE) | Sale Owner: Spouse | $1,001 - $15,000 | 02/27/2019 | 06/12/2024 | -513.0% vs SPY -310.3% | -109.0% vs SPY -65.8% | 20025151 |
XPOI Xponential, Inc. (XPoI) | Sale Owner: Self | $15,001 - $50,000 | 12/31/2015 | 08/01/2016 | n/a | n/a | 20001144 |
PG Procter & gamble Company (Pg) | Purchase Owner: Spouse | $1,001 - $15,000 | 10/31/2015 | 08/01/2016 | +186.6% vs SPY -142.3% | +146.9% vs SPY -165.0% | 20001144 |
CVX Chevron Corporation (CVX) | Purchase Owner: Spouse | $1,001 - $15,000 | 10/31/2015 | 08/01/2016 | +278.6% vs SPY -50.3% | +248.5% vs SPY -63.4% | 20001144 |
BRK-A Berkshire Hathaway Inc. (BRK.a) | Purchase Owner: Spouse | $1,001 - $15,000 | 10/31/2015 | 08/01/2016 | +302.6% vs SPY -26.3% | +289.2% vs SPY -22.6% | 20001144 |
GOGO gogo Inc. (gogo) | Sale Owner: Spouse | $1,001 - $15,000 | 10/21/2015 | 08/01/2016 | +84.7% vs SPY +431.8% | +71.8% vs SPY +383.6% | 20001144 |
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.