Our reconstruction from the PDF filings — can be wrong. Always check the source PDF. Not advice.
Everything here is built by machine-reading the member's Periodic Transaction Reports on
disclosures-clerk.house.gov
and running our own code over them. The PDFs are often hand-filled or scanned and our parser can
misread a ticker, date, amount or buy/sell; the reported dollar figures are wide bands, not exact
sizes; there is up to a 45-day disclosure lag; positions opened before our price history, or sales
filed late or never, skew the portfolio math; and the calculations themselves may have bugs.
Treat the numbers as a rough guide and
tell us if something looks off.
William Cassidy
SenateFollowing their disclosures vs. same money in SPY: -20.4 pts
Cumulative return you could actually have earned by copying them (blue) vs. the same dollars on the same days in SPY (amber). Every position is opened at the close of the session after the filing became public — not on the day they traded, which nobody could have known at the time. Each position is sized from the middle of its disclosed range — filings give a band, not a number. Returns are time-weighted, so money paid in is stripped out and only performance is left. Each vertical line is a notable disclosed buy / sell, tagged with the company logo (their biggest, earliest and most recent trades). A dotted line / ° is an options trade: we buy that many dollars of the underlying stock, since the filing gives no strike or expiry — which understates the real leverage rather than overstating it.
Trades
| Ticker | Amount | Traded | Disclosed | ||
|---|---|---|---|---|---|
| SELL |  SG SGIIX
mutual fund
|
$1K–$15K | 2024-01-29 | 2025-05-15 | PDF → |
| SELL |  VW VWIAX
mutual fund
|
$1K–$15K | 2024-01-29 | 2025-05-15 | PDF → |
| SELL |  GB GBLFX
mutual fund
|
$1K–$15K | 2023-12-26 | 2024-05-06 | PDF → |
| SELL |  PR PRWCX
mutual fund
|
$1K–$15K | 2023-11-27 | 2024-05-06 | PDF → |
| SELL | PR PRWCX
mutual fund
|
$1K–$15K | 2023-10-27 | 2024-05-06 | PDF → |
| SELL |  JB JBALX
mutual fund
|
$1K–$15K | 2023-09-27 | 2024-05-06 | PDF → |
| SELL | 🔒Register for free to view | $1K–$15K | 2023-08-30 | 2024-05-06 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2023-08-30 | 2024-05-06 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2023-08-29 | 2024-05-06 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2023-06-01 | 2024-05-06 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2023-06-01 | 2024-05-06 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2023-06-01 | 2024-05-06 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2023-06-01 | 2024-05-06 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2023-06-01 | 2024-05-06 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2023-06-01 | 2024-05-06 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2023-06-01 | 2024-05-06 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2023-06-01 | 2024-05-06 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2023-03-30 | 2024-05-06 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2023-03-29 | 2024-05-06 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2023-01-31 | 2024-05-06 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2023-01-31 | 2024-05-06 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2023-01-31 | 2024-05-06 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2023-01-31 | 2024-05-06 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2023-01-31 | 2024-05-06 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2023-01-31 | 2024-05-06 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2023-01-31 | 2024-05-06 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2023-01-27 | 2024-05-06 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2023-01-27 | 2024-05-06 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2023-01-27 | 2024-05-06 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2023-01-03 | 2024-05-06 | 🔒 |
Estimated current holdings
Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Sep 14, 2026) — our best estimate of what Cassidy still holds (options and bonds aren't counted). A recent tag means they've traded that name in the last 18 months, so it's more likely still current; the rest could have been sold in a filing we haven't matched.
| Ticker | Est. value | Weight | Return on lots held | 1st buy | Last trade | |
|---|---|---|---|---|---|---|
 CV CVX |
$157K | 40.6% | +231.9% | Aug 2015 | Oct 2016 | |
 AF AFL |
$41K | 10.6% | +252.2% | May 2016 | Apr 2018 | |
 XO XOM |
$34K | 8.9% | +203.8% | Aug 2015 | Jan 2019 | |
 PS PSX |
$24K | 6.2% | +520.3% | Mar 2020 | Mar 2020 | |
 CV CVS |
$22K | 5.6% | +84.5% | Nov 2016 | Nov 2020 | |
 JN JNJ |
$19K | 4.9% | +140.6% | May 2016 | Mar 2020 | |
 NS NSC |
$13K | 3.4% | +194.5% | May 2016 | Oct 2016 | |
| 🔒Register for free to view | $11K | 2.9% | +1.0% | May 2016 | Nov 2020 | |
| 🔒Register for free to view | $9K | 2.4% | +141.7% | May 2016 | Mar 2017 | |
| 🔒Register for free to view | $7K | 1.9% | +555.6% | Nov 2016 | Apr 2018 | |
| 🔒Register for free to view | $7K | 1.8% | +79.5% | Mar 2020 | Mar 2020 | |
| 🔒Register for free to view | $6K | 1.7% | +126.3% | May 2016 | Apr 2019 | |
| 🔒Register for free to view | $6K | 1.5% | +118.5% | May 2016 | Oct 2017 | |
| 🔒Register for free to view | $5K | 1.3% | +247.0% | May 2016 | Nov 2017 | |
| 🔒Register for free to view | $4K | 1.1% | +8.9% | May 2024 | Apr 2022 | |
| 🔒Register for free to view | $4K | 1.0% | +177.0% | May 2016 | Nov 2020 | |
| 🔒Register for free to view | $4K | 0.9% | +37.0% | Nov 2020 | Dec 2022 | |
| 🔒Register for free to view | $4K | 0.9% | -71.9% | May 2016 | Mar 2020 | |
| 🔒Register for free to view | $3K | 0.9% | -11.4% | Dec 2023 | Oct 2016 | |
| 🔒Register for free to view | $3K | 0.7% | +583.4% | Jan 2016 | Nov 2020 | |
| 🔒Register for free to view | $3K | 0.7% | +43.9% | Mar 2020 | Nov 2020 |
Filings 43 on file · every disclosure Cassidy has made
| # | Type | Filed | Trades in it | Filing |
|---|---|---|---|---|
| 1 | Annual | 2025-05-15 487d ago | 2 | PDF → |
| 2 | Annual | 2024-05-06 861d ago | 29 | PDF → |
| 3 | Annual | 2024-05-06 861d ago LATE | 87 | PDF → |
| 4 | Annual | 2023-08-03 1138d ago LATE | 77 | PDF → |
| 5 | Annual | 2021-11-01 1778d ago LATE | 85 | PDF → |
| 6 | PTR | 2020-12-08 2106d ago | 18 | PDF → |
| 7 | Annual | 2020-11-24 2120d ago LATE | 139 | 🔒Register for free to view |
| 8 | PTR | 2020-11-18 2126d ago | 1 | 🔒Register for free to view |
| 9 | PTR | 2020-10-13 2162d ago | 1 | 🔒Register for free to view |
| 10 | PTR | 2020-09-18 2187d ago | 8 | 🔒Register for free to view |
| 11 | PTR | 2020-08-12 2224d ago | 2 | 🔒Register for free to view |
| 12 | PTR | 2020-03-27 2362d ago | 15 | 🔒Register for free to view |
| 13 | Annual | 2019-11-15 2495d ago LATE | 81 | 🔒Register for free to view |
| 14 | PTR | 2019-09-11 2560d ago | 1 | 🔒Register for free to view |
| 15 | Annual | 2019-08-07 2595d ago LATE | 60 | 🔒Register for free to view |
| 16 | Annual | 2019-08-07 2595d ago LATE | 16 | 🔒Register for free to view |
| 17 | PTR | 2019-08-07 2595d ago | 15 | 🔒Register for free to view |
| 18 | Annual | 2019-08-06 2596d ago LATE | 54 | 🔒Register for free to view |
| 19 | Annual | 2019-08-05 2597d ago LATE | 19 | 🔒Register for free to view |
| 20 | PTR | 2019-05-03 2691d ago | 1 | 🔒Register for free to view |
| 21 | PTR | 2019-02-21 2762d ago | 10 | 🔒Register for free to view |
| 22 | PTR | 2018-10-31 2875d ago | 1 | 🔒Register for free to view |
| 23 | PTR | 2018-10-26 2880d ago | 6 | 🔒Register for free to view |
| 24 | PTR | 2018-05-15 3044d ago | 16 | 🔒Register for free to view |
| 25 | PTR | 2018-02-13 3135d ago | 2 | 🔒Register for free to view |
| 26 | PTR | 2018-01-16 3163d ago | 1 | 🔒Register for free to view |
| 27 | PTR | 2017-12-12 3198d ago | 4 | 🔒Register for free to view |
| 28 | PTR | 2017-12-06 3204d ago | 32 | 🔒Register for free to view |
| 29 | PTR | 2017-11-03 3237d ago | 6 | 🔒Register for free to view |
| 30 | PTR | 2017-09-01 3300d ago | 1 | 🔒Register for free to view |
| 31 | PTR | 2017-04-26 3428d ago | 5 | 🔒Register for free to view |
| 32 | PTR | 2017-03-15 3470d ago | 1 | 🔒Register for free to view |
| 33 | PTR | 2016-11-21 3584d ago | 12 | 🔒Register for free to view |
| 34 | PTR | 2016-10-07 3629d ago | 3 | 🔒Register for free to view |
| 35 | PTR | 2016-07-27 3701d ago | 4 | 🔒Register for free to view |
| 36 | PTR | 2016-05-02 3787d ago | 32 | 🔒Register for free to view |
| 37 | PTR | 2016-02-25 3854d ago | 2 | 🔒Register for free to view |
| 38 | PTR | 2016-01-12 3898d ago | 3 | 🔒Register for free to view |
| 39 | PTR | 2015-09-30 4002d ago | 1 | 🔒Register for free to view |
| 40 | PTR | 2015-08-28 4035d ago | 2 | 🔒Register for free to view |
| 41 | PTR | 2015-08-20 4043d ago | 2 | 🔒Register for free to view |
| 42 | PTR | 2015-08-20 4043d ago | 5 | 🔒Register for free to view |
| 43 | PTR | 2014-12-11 4295d ago | 1 | 🔒Register for free to view |
Source: the Secretary of the Senate, Periodic Transaction Reports. Filings are a legal disclosure, not a recommendation, and can lag the actual trade by up to 45 days. Not investment advice.