Roger Williams Stock Trades

HouseFollow

TX-25 · Republican

Disclosed trades

Estimated volume

$200.5K

sum of bracket midpoints

Typical delay

713 days

trade to filing

Last filed

Jan 15, 2026

What their buys are worth now

11 disclosed purchases, valued at the latest close

Return

+184.6%

on paper

Gain

+$162.5K

unrealised

Disclosed cost

$88K

at bracket midpoints

Worth now

$250.5K

close of Oct 9, 2026

If Roger Williams 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. 1 purchase has no market price and is 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 11 disclosed purchases — $11,000 invested — would be worth

$12,107

+$1,107 (+10.06%)

Positions

equally weighted

Their own timing

+184.63%

entering on their trade date

Best

GOOG

+93.73%

Worst

SBFM

-99.41%

Each filing

11 positions

Filed	Ticker	You paid	They paid	Now	Worth	Return
Jan 15, 2026 24d after trading	JPM 3.23 sh	$309.26	$323.09	$332.99	$1,077	+7.67%
Jan 15, 2026 24d after trading	RTX 5 sh	$199.83	$185.68	$185.97	$931	-6.94%
Jun 12, 2024 1078d after trading	STLA 46.02 sh	$21.73	$19.71	$4.48	$206	-79.38%
Jun 12, 2024 1078d after trading	DIS 9.92 sh	$100.80	$175.77	$108.05	$1,072	+7.19%
Jun 12, 2024 713d after trading	GOOG 5.57 sh	$179.56	$109.37	$347.86	$1,937	+93.73%
Jun 12, 2024 713d after trading	LLY 1.15 sh	$867.30	$324.23	$1,179.27	$1,360	+35.97%
Jun 12, 2024 713d after trading	META 1.97 sh	$508.84	$161.25	$718.67	$1,412	+41.24%
Jun 12, 2024 713d after trading	NVDA 7.99 sh	$125.20	$15.16	$229.28	$1,831	+83.13%
Jun 12, 2024 713d after trading	SBFM 17.54 sh	$57.00	$21,600.00	$0.34	$6	-99.41%
Jun 12, 2024 713d after trading	TFC 27.17 sh	$36.81	$47.43	$46.11	$1,253	+25.26%
Jun 12, 2024 103d after trading	PFE 36.15 sh	$27.66	$26.59	$28.28	$1,022	+2.24%

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 1 purchase could not be priced and is excluded.

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Holdings, 2025

Weights are each holding's share of roughly $496K in stocks, funds and ETFs — bank accounts and property are left out of the denominator

Asset	Weight	Held by	Value	Income
CVXCharles Schwab 4067 ⇒ Chevron Corporation Common Stock (CVX) [ST]	15.1%		$50K – $100K	Capital Gains, Dividends
NVDACharles Schwab 8826 ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST]	6.6%	spouse	$15K – $50K	Dividends
SCHECharles Schwab 8826 ⇒ Schwab Emerging Markets Equity ETF (SCHE) [EF]	6.6%	spouse	$15K – $50K	Dividends
PRIMXCharles Schwab 8826 ⇒ T. Rowe Price Summit Municipal Income Fund - I Class (PRIMX) [MF]	6.6%	spouse	$15K – $50K	Dividends
PTYIXCharles Schwab 8826 ⇒ T. Rowe Price Tax-Free High Yield Fund - I Class (PTYIX) [MF]	6.6%	spouse	$15K – $50K	Dividends
FANGCharles Schwab 4067 ⇒ Diamondback Energy, Inc. - Common Stock (FANG) [ST]	6.6%		$15K – $50K	Capital Gains, Dividends
BRK.BCharles Schwab 8826 ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]	6.6%	spouse	$15K – $50K	None
CVXCharles Schwab 8826 ⇒ Chevron Corporation Common Stock (CVX) [ST]	6.6%	spouse	$15K – $50K	Dividends
VEACharles Schwab 8826 ⇒ Vanguard FTSE Developed Markets ETF (VEA) [EF]	6.6%	spouse	$15K – $50K	Dividends
PGCharles Schwab 8826 ⇒ Procter & Gamble Company (PG) [ST]	1.6%	spouse	$1K – $15K	Dividends
STLACharles Schwab 8826 ⇒ Stellantis N.V. Common Shares (STLA) [ST]	1.6%	spouse	$1K – $15K	Dividends
VSSCharles Schwab 8826 ⇒ Vanguard FTSE All-Wld ex-US SmCp Idx ETF (VSS) [EF]	1.6%	spouse	$1K – $15K	Dividends
BOXXCharles Schwab 4067 ⇒ EA Series Trust Alpha Architect 1-3 Month Box ETF (BOXX) [EF]	1.6%		$1K – $15K	None
GOOGLCharles Schwab 8826 ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) [ST]	1.6%	spouse	$1K – $15K	Dividends
FUNFXCharles Schwab 8826 ⇒ American Funds Fundamental Investors - Class F-3 (FUNFX) [MF]	1.6%	spouse	$1K – $15K	Capital Gains, Dividends
DFSVCharles Schwab 8826 ⇒ Dimensional ETF Trust Dimensional US Small Cap Value ETF (DFSV) [EF]	1.6%	spouse	$1K – $15K	Dividends
LLYCharles Schwab 8826 ⇒ Eli Lilly and Company Common Stock (LLY) [ST]	1.6%	spouse	$1K – $15K	Dividends
ICSFXCharles Schwab 8826 ⇒ Invesco Comstock Fund (ICSFX) [MF]	1.6%	spouse	$1K – $15K	Capital Gains, Dividends
ACGIXCharles Schwab 8826 ⇒ Invesco Growth & Income Fund Class A (ACGIX) [MF]	1.6%	spouse	$1K – $15K	Capital Gains, Dividends
EFGCharles Schwab 8826 ⇒ iShares MSCI EAFE Growth ETF (EFG) [EF]	1.6%	spouse	$1K – $15K	Dividends
JPMCharles Schwab 8826 ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST]	1.6%	spouse	$1K – $15K	Dividends
METACharles Schwab 8826 ⇒ Meta Platforms, Inc. - Class A Common Stock (META) [ST]	1.6%	spouse	$1K – $15K	Dividends
MFEKXCharles Schwab 8826 ⇒ MFS Growth Fund Class R6 (MFEKX) [MF]	1.6%	spouse	$1K – $15K	Capital Gains, Dividends
EFVCharles Schwab 8826 ⇒ iShares MSCI EAFE Value ETF (EFV) [EF]	1.6%	spouse	$1K – $15K	Dividends
VBKCharles Schwab 8826 ⇒ Vanguard Small-Cap Growth ETF (VBK) [EF]	1.6%	spouse	$1K – $15K	Dividends
VBRCharles Schwab 8826 ⇒ Vanguard Small-Cap Value ETF (VBR) [EF]	1.6%	spouse	$1K – $15K	Dividends
VOCharles Schwab 8826 ⇒ Vanguard Mid-Cap ETF (VO) [EF]	1.6%	spouse	$1K – $15K	Dividends
VTVCharles Schwab 8826 ⇒ Vanguard Value ETF (VTV) [EF]	1.6%	spouse	$1K – $15K	Dividends
VUGCharles Schwab 8826 ⇒ Vanguard Growth ETF (VUG) [EF]	1.6%	spouse	$1K – $15K	Dividends
WABCharles Schwab 8826 ⇒ Westinghouse Air Brake Technologies Corporation Common Stock (WAB) [ST]	0.10%	spouse	$1 – $1K	Dividends
PFECharles Schwab 8826 ⇒ Pfizer, Inc. Common Stock (PFE) [ST]	0.10%	spouse	$1 – $1K	Dividends
JRW Corporation ⇒ JRW Corporation & Affiliates [OL]	—		over $50M	None
Personal Residence [RP]	—		$5M – $25M	None
Vestry Corporation ⇒ Hawk [OL]	—		$5M – $25M	Rent
Williams Chrysler Plymouth Dodge ⇒ Rental Property [RP]	—		$5M – $25M	Rent
Williams Chrysler Plymouth Dodge ⇒ Williams Chrysler Plymouth Dodge [OL]	—		$5M – $25M	Auto Dealership
LAKE HOUSE [RP]	—		$1M – $5M	None
MUSEUM COLLECTIBLES [CO]	—		$1M – $5M	None
Note Receivable - Williams Chrysler Dodge Jeep [DO]	—		$1M – $5M	Interest
Renzel Boulevard Car Wash ⇒ Renzel Boulevard Car Wash [OL]	—		$1M – $5M	None

Showing 40 of 58 disclosed assets.

Committees

What they oversee — the context a trade is read against

Bills they sponsored

Legislation introduced under their own name, newest first

HR10329CommerceSep 10, 2026
Combating Foreign Threats to Main Street Act of 2026
Placed on the Union Calendar, Calendar No. 741.
HR10012HealthJul 30, 2026
Veterans Medicare Premium Transparency Act
Referred to the Subcommittee on Health.
HR8774Crime and Law EnforcementMay 12, 2026
Bulletproof Law Enforcement Vehicles Act
Referred to the Subcommittee on Oversight, Investigations, and Accountability.
HRES1270HealthMay 7, 2026
Expressing support for the designation of July 15, 2026, as "Glioblastoma Awareness Day".
Referred to the House Committee on Energy and Commerce.
HR7412CommerceFeb 5, 2026
Put America on Commission Act of 2026
Placed on the Union Calendar, Calendar No. 425.
HR6683EducationDec 11, 2025
Safer Schools Act of 2025
Referred to the Committee on Education and Workforce, and in addition to the Committee on the Judiciary, 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.
HR6546Finance and Financial SectorDec 9, 2025
Merger Process Review Act
Placed on the Union Calendar, Calendar No. 453.
HRES914CommerceNov 25, 2025
Recognizing November 29, 2025, as "Small Business Saturday" and supporting efforts to increase awareness of the value of locally owned small businesses.
Referred to the House Committee on Small Business.
HR5832CommerceOct 24, 2025
REAL Meats Act
Referred to the House Committee on Energy and Commerce.
HR5763CommerceOct 14, 2025
Main Street Parity Act
Received in the Senate and Read twice and referred to the Committee on Small Business and Entrepreneurship.
HR5672Crime and Law EnforcementSep 30, 2025
Reducing Unnecessary Slowdowns in Handling Act
Referred to the House Committee on the Judiciary.
HR5291Finance and Financial SectorSep 10, 2025
Merchant Banking Modernization Act
Placed on the Union Calendar, Calendar No. 320.

Campaign finance

Reported to the FEC, through Jun 30, 2026

Raised

$1.4M

Spent

$919.4K

Cash on hand

$1.1M

From PACs

$455K

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 Roger Williams'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	Yea
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”	Yea
Sep 16, 2026	H R 10326	PROOF Act	Yea
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	Nay
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”	Yea
Sep 15, 2026	H R 9500	Tax Relief for Fraud Victims Act	Yea

Most traded

By number of disclosed transactions

PFE3x · $24K DIS3x · $24K NVDA2x · $16K GE1x · $8K GOOG1x · $8K JPM1x · $8K LLY1x · $8K META1x · $8K

Disclosed transactions

22 in total, newest first

Asset		Amount	Traded	Filed	Note
RTX	buyOpen	$1K – $15K	Dec 22, 2025	Jan 15, 2026 24 days later	—
JPM	buyOpen	$1K – $15K	Dec 22, 2025	Jan 15, 2026 24 days later	—
FANG	sellReduce	$1K – $15K	Dec 22, 2025	Jan 15, 2026 24 days later	—
CVX	sellReduce	$15K – $50K	Dec 22, 2025	Jan 15, 2026 24 days later	—
I V D I P O C S my knowledge and belie…	sellReduce	$1K – $15K	Feb 19, 2025	Mar 1, 2025 10 days later	Sale of bond * For the complete list of asset type abbreviations, please visit https://fd.house.gov/reference/asset-type-codes.aspx. https://fd.house.gov/reference/asset-type-codes.aspx I V D Edward Jones Brokerage Account L: US I P O Yes No C S I CERTIFY that the statements I have made on the attached Periodic Transaction Report are true, complete, and correct to the best of my knowledge and belief. Further, I CERTIFY that I have disclosed all transactions as required by the STOCK Act. Digitally Signed: Hon. Roger Williams , 03/01/2025
PFE	sellspouseReduce	$1K – $15K	Mar 4, 2024	Jun 12, 2024 100 days later	—
PFE	buyspouseOpen	$1K – $15K	Mar 1, 2024	Jun 12, 2024 103 days later	—
PFE	sellspouseReduce	$1K – $15K	Mar 1, 2024	Jun 12, 2024 103 days later	—
F S: New S O: Edward Jones Brokerage Ac…	buyspouseOpen	$1K – $15K	Oct 25, 2022	Jun 12, 2024 596 days later	Purchase Bond
TFC	buyspouseOpen	$1K – $15K	Jun 30, 2022	Jun 12, 2024 713 days later	—
SBFM	buyspouseOpen	$1K – $15K	Jun 30, 2022	Jun 12, 2024 713 days later	—
NVDA	buyspouseOpen	$1K – $15K	Jun 30, 2022	Jun 12, 2024 713 days later	—
META	buyspouseOpen	$1K – $15K	Jun 30, 2022	Jun 12, 2024 713 days later	—
LLY	buyspouseOpen	$1K – $15K	Jun 30, 2022	Jun 12, 2024 713 days later	—
GOOG	buyspouseOpen	$1K – $15K	Jun 30, 2022	Jun 12, 2024 713 days later	—
DIS	sellspouseReduce	$1K – $15K	Jun 22, 2022	Jun 12, 2024 721 days later	—
DIS	buyspouseOpen	$1K – $15K	Jun 30, 2021	Jun 12, 2024 1078 days later	—
STLA	buyspouseOpen	$1K – $15K	Jun 30, 2021	Jun 12, 2024 1078 days later	—
DVN	sellspouseReduce	$1K – $15K	May 13, 2021	Jun 12, 2024 1126 days later	—
DIS	sellReduce	$1K – $15K	Jul 10, 2019	Jun 12, 2024 1799 days later	—
NVDA	sellspouseReduce	$1K – $15K	Mar 1, 2019	Jun 12, 2024 1930 days later	—
GE	sellspouseReduce	$1K – $15K	Feb 27, 2019	Jun 12, 2024 1932 days later	—

Source: the original filing