Kathy Castor Stock Trades

HouseFollow

FL-14 · Democrat

Disclosed trades

Estimated volume

$818K

sum of bracket midpoints

Typical delay

7 days

trade to filing

Last filed

Jul 15, 2024

What their buys are worth now

2 disclosed purchases, valued at the latest close

Return

+221.5%

on paper

Gain

+$35.4K

unrealised

Disclosed cost

$16K

at bracket midpoints

Worth now

$51.4K

close of Oct 9, 2026

If Kathy Castor still holds everything they disclosed buying. Disclosures do not report sales proceeds or current positions, so a stake sold last year still counts here — this is an upper bound, not a profit. Purchases are sized at the midpoint of the disclosed bracket, and dividends, fees and taxes are not included. 37 purchases have no market price and are left out. More on the limits.

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If you had copied every buy

Entering on the day each filing became public, and still holding

Putting $1,000 into each of 2 disclosed purchases — $2,000 invested — would be worth

$6,351

+$4,351 (+217.55%)

Positions

equally weighted

Their own timing

+221.48%

entering on their trade date

Best

+244.66%

Worst

INTC

+190.43%

Each filing

2 positions

Filed	Ticker	You paid	They paid	Now	Worth	Return
Jan 29, 2019 5d after trading	BX 30.16 sh	$33.16	$32.51	$114.29	$3,447	+244.66%
Feb 15, 2017 1d after trading	INTC 27.74 sh	$36.05	$35.93	$104.70	$2,904	+190.43%

A backtest, not a forecast. Every purchase gets the same stake because filings disclose a range, not a size. It ignores their sales, dividends, fees and taxes — each of which flatters the result, and 37 purchases could not be priced and are excluded.

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Holdings, 2025

Weights are each holding's share of roughly $15.7M in stocks, funds and ETFs — bank accounts and property are left out of the denominator

Asset	Weight	Held by	Value	Income
FVCAXFranklin Templeton Joint Retirement ⇒ Franklin California High Yield Muni Fd Advisor Class (FVCAX) [MF]	19.1%	joint	$1M – $5M	Tax-Deferred
VWALXVanguard Joint Retirement ⇒ Vanguard High-Yield Tax-Exempt Fund Admiral Shares (VWALX) [MF]	19.1%	joint	$1M – $5M	Dividends
VMSXXVanguard Joint Retirement ⇒ Vanguard Municipal Money Market Fund (VMSXX) [MF]	19.1%	joint	$1M – $5M	Dividends
FRIAXFranklin Templeton Joint Retirement ⇒ Franklin Income Fund Advisor Class (FRIAX) [MF]	19.1%	joint	$1M – $5M	Tax-Deferred
LDLTXSpouse 401K ⇒ Lord Abbett Short Duration Income Class R5 (LDLTX) [MF]	4.8%	spouse	$500K – $1M	Tax-Deferred
VMSXXE*Trade Brokerage Account ⇒ Vanguard Municipal Money Market Fund (VMSXX) [MF]	2.4%	joint	$250K – $500K	Dividends
BPRIXSpouse 401K ⇒ BlackRock Inflation Protected Bond Portfolio - Institutional (BPRIX) [MF]	2.4%	spouse	$250K – $500K	Tax-Deferred
BRK.BVanguard Joint Retirement ⇒ Berkshire Hathaway Inc. New (BRK.B) [ST]	2.4%	joint	$250K – $500K	None
DIVOE*Trade Brokerage Account ⇒ Amplify CWP Enhanced Dividend Income ETF (DIVO) [EF]	1.1%	joint	$100K – $250K	Dividends
E*Trade Brokerage Account ⇒ Global X Funds Global X Dow 30 Covered Call ETF [EF]	1.1%	joint	$100K – $250K	Dividends
VUSXXE*Trade Brokerage Account ⇒ Vanguard Treasury Money Market Fund (VUSXX) [MF]	1.1%	joint	$100K – $250K	Dividends
FHYVXFranklin Templeton Joint Retirement ⇒ Franklin High Yield Tax-Free Income Fund Advisor Class (FHYVX) [MF]	1.1%	joint	$100K – $250K	Tax-Deferred
MDISXFranklin Templeton Joint Retirement ⇒ Mutual Global Discovery Fund Class Z (MDISX) [MF]	1.1%	joint	$100K – $250K	Tax-Deferred
TSCXXIRA ⇒ T. Rowe Price Cash Reserves Fund (TSCXX) [MF]	1.1%		$100K – $250K	Dividends
PTEXXE*Trade Brokerage Account ⇒ T. Rowe Price Tax-Exempt Money Fd (PTEXX) [MF]	0.48%	joint	$50K – $100K	Dividends
VMFXXE*Trade Brokerage Account ⇒ Vanguard Money Market Reserves Federal Money Market Fund (VMFXX) [MF]	0.48%	joint	$50K – $100K	Dividends
XYLDE*Trade Brokerage Account ⇒ Global X S&P 500 Covered Call ETF (XYLD) [EF]	0.21%	joint	$15K – $50K	Dividends
PDGIXIRA ⇒ T. Rowe Price Dividend Growth Fund - I Class (PDGIX) [MF]	0.21%		$15K – $50K	Capital Gains, Dividends
RPGEXIRA ⇒ T. Rowe Price Global Growth Stock Fund (RPGEX) [MF]	0.21%		$15K – $50K	Capital Gains
TRPIXIRA ⇒ T. Rowe Price Value Fund - I Class (TRPIX) [MF]	0.21%		$15K – $50K	Capital Gains, Dividends
GAACWXSpouse 401K ⇒ CIT: MFS International Equity Fund Fee Class U (GAACWX) [MF]	0.21%	spouse	$15K – $50K	Tax-Deferred
JLGMXSpouse 401K ⇒ JPMorgan Large Cap Growth Fund R6 (JLGMX) [MF]	0.21%	spouse	$15K – $50K	Tax-Deferred
JMVYXSpouse 401K ⇒ JPMorgan Mid Cap Value Fund-R6 (JMVYX) [MF]	0.21%	spouse	$15K – $50K	Tax-Deferred
MEIHXSpouse 401K ⇒ MFS Value Fund Class R3 (MEIHX) [MF]	0.21%	spouse	$15K – $50K	Tax-Deferred
PIDIXSpouse 401K ⇒ Principal Fds, Inc. International Equity Index Institutional Class (PIDIX) [MF]	0.21%	spouse	$15K – $50K	Tax-Deferred
TIDDXSpouse 401K ⇒ T. Rowe Price International Discovery Fund - I Class (TIDDX) [MF]	0.21%	spouse	$15K – $50K	Tax-Deferred
JEPIE*Trade Brokerage Account ⇒ JPMorgan Equity Premium Income ETF (JEPI) [EF]	0.21%	joint	$15K – $50K	Dividends
QYLDE*Trade Brokerage Account ⇒ Global X NASDAQ 100 Covered Call ETF (QYLD) [EF]	0.21%	joint	$15K – $50K	Dividends
VIGVanguard Joint Retirement ⇒ Vanguard Div Appreciation ETF (VIG) [EF]	0.21%	joint	$15K – $50K	Dividends
VOOVanguard Joint Retirement ⇒ Vanguard S&P 500 ETF (VOO) [EF]	0.21%	joint	$15K – $50K	Dividends
FEIFXFranklin Templeton Joint Retirement ⇒ FIST Equity Income Fund - Advisor Class (FEIFX) [MF]	0.05%	joint	$1K – $15K	Tax-Deferred
FRCZXFranklin Templeton Joint Retirement ⇒ Franklin California Intermediate-Term Tax Free Income Fd Adv Cl (FRCZX) [MF]	0.05%	joint	$1K – $15K	Tax-Deferred
FCGAXFranklin Templeton Joint Retirement ⇒ Franklin Growth Fund Advisor Class (FCGAX) [MF]	0.05%	joint	$1K – $15K	Tax-Deferred
FBSAXFranklin Templeton Joint Retirement ⇒ Franklin Mutual U.S. Mid Cap Value Fund - Advisor Class (FBSAX) [MF]	0.05%	joint	$1K – $15K	Tax-Deferred
FRDAXFranklin Templeton Joint Retirement ⇒ Franklin Rising Dividends Fund Advisor Class (FRDAX) [MF]	0.05%	joint	$1K – $15K	Tax-Deferred
FSGAXFranklin Templeton Joint Retirement ⇒ Franklin Small -Mid Cap Growth Fund Advisor Class (FSGAX) [MF]	0.05%	joint	$1K – $15K	Tax-Deferred
FMFXXFranklin Templeton Joint Retirement ⇒ Franklin U.S. Government Money Fund Class A (FMFXX) [MF]	0.05%	joint	$1K – $15K	Tax-Deferred
MUTHXFranklin Templeton Joint Retirement ⇒ Mutual Shares Corporation Cl Z (MUTHX) [MF]	0.05%	joint	$1K – $15K	Tax-Deferred
PIMIXSpouse 401K ⇒ PIMCO Income Fund Insti Class (PIMIX) [MF]	0.05%	spouse	$1K – $15K	Tax-Deferred
PBOIXSpouse 401K ⇒ Principal Fds, Inc. Bond Market Index Class R-3 (PBOIX) [MF]	0.05%	spouse	$1K – $15K	Tax-Deferred

Showing 40 of 72 disclosed assets.

Committees

What they oversee — the context a trade is read against

Bills they sponsored

Legislation introduced under their own name, newest first

HR10540CommerceSep 24, 2026
21st Century FTC Act
Referred to the House Committee on Energy and Commerce.
HR10110Housing and Community DevelopmentAug 17, 2026
Housing Price Transparency Act
Referred to the House Committee on Energy and Commerce.
HR9843EnergyJul 22, 2026
Enhancing Electric Grid Resilience Act
Referred to the House Committee on Energy and Commerce.
HJRES197HealthJun 18, 2026
Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Centers for Medicare & Medicaid Services of the Department of Health and Human Services relating to "Patient Protection and Affordable Care Act, HHS Notice of Benefit and Payment Parameters for 2027; and Basic Health Program".
Referred to the House Committee on Energy and Commerce.
HRES1337HealthJun 3, 2026
Recognizing the contributions of academic medicine and observing Academic Medicine Week from June 8 through 12, 2026.
Referred to the House Committee on Energy and Commerce.
HR9084EnergyJun 2, 2026
Department of Energy Nuclear Transparency Act
Forwarded by Subcommittee to Full Committee by Voice Vote.
HR8923HealthMay 20, 2026
At HOME Services Act
Referred to the Committee on Ways and Means, and in addition to the Committee on Energy and Commerce, for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.
HR8651HealthMay 4, 2026
Advancing Safe Medications for Moms and Babies Act of 2026
Referred to the House Committee on Energy and Commerce.
HR7305EnergyFeb 2, 2026
Energy Threat Analysis Center Act of 2026
Received in the Senate and Read twice and referred to the Committee on Energy and Natural Resources.
HR6620Finance and Financial SectorDec 11, 2025
To amend the National Flood Insurance Act of 1968 to allow for the consideration of private flood insurance for the purposes of applying continuous coverage requirements, and for other purposes.
Referred to the House Committee on Financial Services.
HR6561HealthDec 10, 2025
PREVENT HPV Cancers Act of 2025
Referred to the House Committee on Energy and Commerce.
HR6178HealthNov 20, 2025
Increasing Access to Lung Cancer Screening Act
Referred to the Committee on Energy and Commerce, and in addition to the Committee on Ways and Means, for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.

Campaign finance

Reported to the FEC, through Jul 29, 2026

Raised

$2.3M

Spent

$820K

Cash on hand

$1.7M

From PACs

$876.8K

committee contributions

Exact figures, unlike the trade amounts on this page — campaign finance is reported to the dollar, a STOCK Act filing only ever as a bracket. Covers Kathy Castor's own campaign committee and not outside spending on their behalf.

Recent votes

What they actually did, with the date to read a trade against

Date	Measure	Question	Vote
Sep 16, 2026	S 2403	Retire through Ownership Act	Did not vote
Sep 16, 2026	H R 9497	Water Resources Development Act	Yea
Sep 16, 2026	H R 9340	Ratepayer Protection Act	Yea
Sep 16, 2026	H J RES 213	Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule issued by the Environmental Protection Agency relating to the “California State Nonroad Engine Pollution Control Standards; Commercial Harbor Craft Regulations; Notice of Decision”	Nay
Sep 16, 2026	H R 10326	PROOF Act	Nay
Sep 16, 2026	H R 9576	National Fraud Enforcement Division Act	Yea
Sep 16, 2026	H R 5334	An Act to amend the Internal Revenue Code of 1986 to allow early childhood educators to take the educator expense deduction, and for other purposes	Yea
Sep 15, 2026	H CON RES 93	Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with Iran	Yea
Sep 15, 2026	H J RES 210	Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Environmental Protection Agency relating to “California State Nonroad Engine Pollution Control Standards; Ocean-Going Vessels At-Berth; Notice of Decision”	Nay
Sep 15, 2026	H R 9500	Tax Relief for Fraud Victims Act	Yea

Most traded

By number of disclosed transactions

BRK.B23x · $373.5K BIF5x · $40K INTC2x · $16K T2x · $83K BX2x · $16K MRK1x · $8K PFE1x · $8K BEN1x · $8K

Disclosed transactions

61 in total, newest first

Asset		Amount	Traded	Filed	Note
BRK.B	sellReduce	$15K – $50K	Jul 15, 2024	Jul 15, 2024 same day	—
BRK.B	sellReduce	$15K – $50K	Mar 28, 2024	Mar 28, 2024 same day	—
2000081718 JT berkshire Hathaway Inc. N…	buyOpen	$1K – $15K	Jul 16, 2021	Jul 29, 2021 13 days later	—
2000081717 JT berkshire Hathaway Inc. N…	buyOpen	$1K – $15K	Jun 25, 2021	Jul 29, 2021 34 days later	—
a i c 2000081716 g f e d c b I CERTIFY…	buyOpen	$1K – $15K	Jun 18, 2021	Jul 29, 2021 41 days later	—
BRK.B	buyOpen	$1K – $15K	Jun 14, 2021	Jun 14, 2021 same day	—
BRK.B	buyjointOpen	$1K – $15K	May 21, 2021	Jun 14, 2021 24 days later	—
BRK.B	buyOpen	$1K – $15K	Apr 14, 2021	Apr 14, 2021 same day	—
BRK.B	buyjointOpen	$1K – $15K	Apr 13, 2021	Apr 14, 2021 1 day later	—
BRK.B	buyjointOpen	$1K – $15K	Apr 9, 2021	Apr 14, 2021 5 days later	—
BRK.B	buyjointOpen	$1K – $15K	Mar 31, 2021	Apr 14, 2021 14 days later	—
BRK.B	buyjointOpen	$1K – $15K	Mar 15, 2021	Apr 14, 2021 30 days later	—
BRK.B	buyOpen	$1K – $15K	Feb 17, 2021	Feb 18, 2021 1 day later	—
BRK.B	buyjointOpen	$1K – $15K	Feb 1, 2021	Feb 18, 2021 17 days later	—
BRK.B	buyOpen	$1K – $15K	Jan 4, 2021	Jan 4, 2021 same day	—
BRK.B	buyOpen	$1K – $15K	Nov 16, 2020	Dec 2, 2020 16 days later	—
BRK.B	buyOpen	$1K – $15K	Oct 5, 2020	Oct 8, 2020 3 days later	—
BRK.B	buyjointOpen	$1K – $15K	Sep 25, 2020	Oct 8, 2020 13 days later	—
BRK.B	buyjointOpen	$1K – $15K	Sep 21, 2020	Oct 8, 2020 17 days later	—
BRK.B	buyOpen	$1K – $15K	Aug 4, 2020	Aug 6, 2020 2 days later	—
a i c g f e d c b I CERTIFY that the s…	buyOpen	$1K – $15K	Jul 16, 2020	Jul 27, 2021 376 days later	—
i c best of my knowledge and belief. Fu…	sellReduce	$1K – $15K	Jul 14, 2020	Jul 16, 2020 2 days later	—
American Airlines group, Inc. (AAl)F Il…	selljointReduce	$1K – $15K	Jul 14, 2020	Jul 16, 2020 2 days later	—
Southwest Airlines Company (luV)F IlINg…	selljointReduce	$1K – $15K	Jul 10, 2020	Jul 16, 2020 6 days later	—
berkshire Hathaway Inc. New (bRK.b)F S …	buyjointOpen	$1K – $15K	Jun 25, 2020	Jul 27, 2021 397 days later	—
berkshire Hathaway Inc. New (bRK.b)F S …	buyjointOpen	$1K – $15K	Jun 18, 2020	Jul 27, 2021 404 days later	—
i c g f e d c b I CERTIFY that the sta…	buyOpen	$1K – $15K	May 19, 2020	May 20, 2020 1 day later	—
southwest airlines Company (luV) [sT] F…	buyjointOpen	$1K – $15K	May 19, 2020	May 20, 2020 1 day later	—
american airlines group, Inc. (aal) [sT…	buyjointOpen	$1K – $15K	May 19, 2020	May 20, 2020 1 day later	—
BRK.B	buyjointOpen	$1K – $15K	May 18, 2020	May 20, 2020 2 days later	—
BRK.B	buyjointOpen	$1K – $15K	May 4, 2020	May 20, 2020 16 days later	—
BRK.B	buyOpen	$15K – $50K	Apr 21, 2020	Apr 22, 2020 1 day later	—
BRK.B	buyjointOpen	$50K – $100K	Apr 15, 2020	Apr 22, 2020 7 days later	—
sPDR Dow Jones Industrial average ETF (…	buyjointOpen	$1K – $15K	Mar 27, 2020	Apr 3, 2020 7 days later	—
sPDR Dow Jones Industrial average ETF (…	buyjointOpen	$1K – $15K	Mar 27, 2020	Apr 3, 2020 7 days later	—
sPDR Dow Jones Industrial average ETF (…	buyjointOpen	$15K – $50K	Mar 24, 2020	Apr 3, 2020 10 days later	—
BX	sellReduce	$1K – $15K	Mar 10, 2020	Apr 3, 2020 24 days later	—
BEN	selljointReduce	$1K – $15K	Mar 10, 2020	Apr 3, 2020 24 days later	—
BIF	selljointReduce	$1K – $15K	Mar 10, 2020	Apr 3, 2020 24 days later	—
BRK.B	selljointReduce	$15K – $50K	Mar 10, 2020	Apr 3, 2020 24 days later	—
Bank of america Corporation (BaC) [sT] …	selljointReduce	$15K – $50K	Mar 10, 2020	Apr 3, 2020 24 days later	—
BIF	buyOpen	$1K – $15K	Jan 3, 2020	Jan 8, 2020 5 days later	—
BIF	buyOpen	$1K – $15K	Dec 27, 2019	Jan 8, 2020 12 days later	—
BIF	buyOpen	$1K – $15K	Aug 7, 2019	Aug 21, 2019 14 days later	—
BIF	buyOpen	$1K – $15K	Jul 31, 2019	Aug 6, 2019 6 days later	—
BRK.B	buyjointOpen	$15K – $50K	Jan 28, 2019	Jan 29, 2019 1 day later	—
BX	buyOpen	$1K – $15K	Jan 24, 2019	Jan 29, 2019 5 days later	—
i c best of my knowledge and belief. Di…	sellReduce	$1K – $15K	Aug 4, 2017	Aug 4, 2017 same day	—
i c best of my knowledge and belief. Di…	sellReduce	$1K – $15K	Mar 15, 2017	Mar 20, 2017 5 days later	—
PFE	sellReduce	$1K – $15K	Feb 14, 2017	Feb 15, 2017 1 day later	—
MRK	selljointReduce	$1K – $15K	Feb 14, 2017	Feb 15, 2017 1 day later	—
INTC	selljointReduce	$1K – $15K	Feb 14, 2017	Feb 15, 2017 1 day later	—
INTC	buyjointOpen	$1K – $15K	Feb 14, 2017	Feb 15, 2017 1 day later	—
Boeing Company (Ba) F IlINg s TaTus : N…	selljointReduce	$15K – $50K	Feb 14, 2017	Feb 15, 2017 1 day later	—
sP arconic Inc. (aRNC) F IlINg s TaTus …	sellReduce	$1K – $15K	Dec 15, 2016	Jan 11, 2017 27 days later	—
T	sellReduce	$50K – $100K	Dec 14, 2016	May 3, 2017 140 days later	—
c i c g f e d c b I CERTIFY that the s…	sellReduce	$1K – $15K	Dec 9, 2016	Jan 11, 2017 33 days later	—
sP Caterpillar, Inc. (CaT) F IlINg s Ta…	sellReduce	$1K – $15K	Dec 9, 2016	Jan 11, 2017 33 days later	—
T	sellReduce	$1K – $15K	Dec 9, 2016	Jan 11, 2017 33 days later	—
sP arconic Inc. (aRNC) F IlINg s TaTus …	buyOpen	$1K – $15K	Nov 1, 2016	Jan 11, 2017 71 days later	—
sP alcoa Corporation (aa) F IlINg s TaT…	sellReduce	$1K – $15K	Nov 1, 2016	Jan 11, 2017 71 days later	—

Source: the original filing