House
Beto O’Rourke
—
Transactions
13
Total transactions associated with this filer
Disclosed purchases
7
$35.0K – $175.0K
Average modeled return
+195.9%
5 of 7 purchases modeled
Average vs. S&P 500
-264.0%
Comparable modeled intervals
MODELED PERFORMANCE
Disclosed purchases vs. S&P 500
5 most recent modeled purchases. The summary and table include all modeled purchases.
MARKET ANALYSIS
Modeled purchase performance · Since purchase
5 of 7 disclosed purchases have modeled returns for this period. 2 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| IYG | iShares U.S. Financial Services ETF (IYG) | Mar 5, 2013 | Nov 6, 2026 | +440.8% | +501.6% | -60.8% |
| WMB | WILLIAMS COMPANIES, INC. | Oct 15, 2014 | Nov 6, 2026 | +148.5% | +381.3% | -232.8% |
| EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Oct 14, 2014 | Nov 6, 2026 | +142.4% | +378.1% | -235.6% |
| FEZ | SPDR DJ Euro STOXX 50 Etf (FEZ) | Mar 4, 2013 | Nov 6, 2026 | +187.9% | +507.0% | -319.1% |
| KMI | KINDER MORGAN, INC. | Jan 15, 2013 | Nov 6, 2026 | +59.7% | +531.1% | -471.4% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 1 · 13 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| — | CAMPR Partners Limited | Dec 19, 2014 | sale | $1.0M – $5.0M | Filing ↗ |
| WMB | WILLIAMS COMPANIES, INC. | Oct 15, 2014 | purchase | $1.0K – $15.0K | Filing ↗ |
| EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Oct 14, 2014 | purchase | $1.0K – $15.0K | Filing ↗ |
| RIGP | Transocean Partners LLC Common Units Representing Limited Liability Company Interests (RIGP) | Jul 31, 2014 | purchase | $1.0K – $15.0K | Filing ↗ |
| DPM | F ILINg S TATUS : New D ESCRIPTIoN : Publicly Traded Master Limited Partnership Inter estDCP Midstream Partners, LP DCP Midstream Partnersh ip, LP CommonUnits | Feb 28, 2014 | purchase | $1.0K – $15.0K | Filing ↗ |
| KMI | KINDER MORGAN, INC. | Feb 24, 2014 | sale | $1.0K – $15.0K | Filing ↗ |
| PAA | PLAINS ALL AMERICAN PIPELINE LP | Mar 28, 2013 | sale | $1.0K – $15.0K | Filing ↗ |
| IYG | iShares U.S. Financial Services ETF (IYG) | Mar 5, 2013 | purchase | $15.0K – $50.0K | Filing ↗ |
| STJ | St. Jude Medical, Inc. (STJ) | Mar 4, 2013 | sale | $1.0K – $15.0K | Filing ↗ |
| COH | Coach, Inc. (COH) | Mar 4, 2013 | sale | $1.0K – $15.0K | Filing ↗ |
| FEZ | SPDR DJ Euro STOXX 50 Etf (FEZ) | Mar 4, 2013 | purchase | $15.0K – $50.0K | Filing ↗ |
| GLW | CORNING INC /NY | Mar 4, 2013 | sale | $1.0K – $15.0K | Filing ↗ |
| KMI | KINDER MORGAN, INC. | Jan 15, 2013 | purchase | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|
No annual disclosure is currently associated with this filer.
Modeled market performance is calculated from public disclosure dates and historical market prices. It does not represent verified execution prices, realized investment returns, or investment advice. Read the modeling methodology · Review data sources and coverage · Explore other politicians