“...pleasure and pain, they come and go and don't last... bear them patiently”
—Gita
Pathos InvestmentsEquity Research

Rep. Earl Blumenauer OR03

29 disclosed trades (stocks, ETFs and options) since 2024 filings (House). Latest: Nov 15, 2024.
33%hit rate
-21.3%avg excess vs SPY
-13.5%annualized excess
934 davg holding period
0 / 14 / 13closed / open / unmatched sells

Rep. Earl Blumenauer has reported 29 trades since 2024 (14 buys, 15 sells). 33% of 27 scored trades beat the S&P 500 over the time they were held. The most recent was a buy of NWN on Nov 15, 2024, disclosed Dec 7, 2024. These are public disclosures, not recommendations.

Small sample: 27 scored items. Hit rates on fewer than 30 items swing a lot by chance.

Round trips and scored positions

TickerKindBoughtSoldDays heldReported amountExcess vs SPY
NWN SPStill heldNov 15, 2024held718$1K–$15K-5.1%
VTR SPSell (no earlier buy)—Sep 19, 202490 (rule)$15K–$50K+8.3%
NWN SPStill heldAug 15, 2024held810$1K–$15K-4.7%
BAX SPStill heldJul 9, 2024held847$15K–$50K-64.1%
MDT SPSell (no earlier buy)—Jul 9, 202490 (rule)$1K–$15K-11.1%
WBD SPSell (no earlier buy)—Jul 9, 202490 (rule)$1K–$15Knot yet scorable
CVS SPSell (no earlier buy)—Jun 27, 202490 (rule)$1K–$15K+3.9%
NWN SPStill heldMay 15, 2024held902$1K–$15K-9.0%
BX SPSell (no earlier buy)—Apr 4, 202490 (rule)$1K–$15K+9.6%
CAT SPSell (no earlier buy)—Apr 4, 202490 (rule)$1K–$15K+18.1%
ERJ SPSell (no earlier buy)—Apr 4, 202490 (rule)$1K–$15Knot yet scorable
KR SPSell (no earlier buy)—Apr 4, 202490 (rule)$1K–$15K+19.1%
MGA SPSell (no earlier buy)—Apr 4, 202490 (rule)$1K–$15K+26.2%
MCK SPSell (no earlier buy)—Apr 4, 202490 (rule)$15K–$50K-1.6%
NKE SPStill heldApr 4, 2024held943$15K–$50K-102.7%
DGX SPSell (no earlier buy)—Apr 4, 202490 (rule)$1K–$15K+0.3%
RTX SPStill heldApr 4, 2024held943$1K–$15K+57.6%
SO SPStill heldApr 4, 2024held943$15K–$50K-11.5%
TEL SPSell (no earlier buy)—Apr 4, 202490 (rule)$15K–$50K+4.5%
V SPStill heldApr 4, 2024held943$1K–$15K+8.7%
NWN SPStill heldFeb 15, 2024held992$1K–$15K-9.1%
AMZN SPStill heldFeb 12, 2024held995$15K–$50K-7.6%
PHG SPStill heldFeb 12, 2024held995$1K–$15K-16.5%
PFE SPStill heldFeb 12, 2024held995$1K–$15K-39.2%
QCOM SPStill heldFeb 12, 2024held995$1K–$15K-44.3%
UL SPSell (no earlier buy)—Feb 12, 202490 (rule)$1K–$15K-2.6%
GOOGL SPSell (no earlier buy)—Feb 1, 202490 (rule)$1K–$15K-13.8%
ALK SPSell (no earlier buy)—Dec 13, 202390 (rule)$1K–$15K+9.9%
DEO SPStill heldDec 7, 2023held1062$15K–$50K-94.7%

Every trade (all time)

TickerActionTradedReported amountDisclosed · lag90-day vs SPYSource
NWNBUYNov 15, 2024$1K–$15KDec 7, 2024
22 days
-4.3%PDF
VTRSELLSep 19, 2024$15K–$50KOct 8, 2024
19 days
+8.3%PDF
NWNBUYAug 15, 2024$1K–$15KSep 6, 2024
22 days
-1.1%PDF
BAXBUYJul 9, 2024$15K–$50KAug 6, 2024
28 days
+3.0%PDF
MDTSELLJul 9, 2024$1K–$15KAug 6, 2024
28 days
-11.1%PDF
WBDSELLJul 9, 2024$1K–$15KAug 6, 2024
28 days
—PDF
CVSSELLJun 27, 2024$1K–$15KJul 6, 2024
9 days
+3.9%PDF
NWNBUYMay 15, 2024$1K–$15KJun 6, 2024
22 days
-3.0%PDF
BXSELL (partial)Apr 4, 2024$1K–$15KMay 4, 2024
30 days
+9.6%PDF
CATSELL (partial)Apr 4, 2024$1K–$15KMay 4, 2024
30 days
+18.1%PDF
ERJSELL (partial)Apr 4, 2024$1K–$15KMay 4, 2024
30 days
—PDF
KRSELLApr 4, 2024$1K–$15KMay 4, 2024
30 days
+19.1%PDF
MGASELLApr 4, 2024$1K–$15KMay 4, 2024
30 days
+26.2%PDF
MCKSELL (partial)Apr 4, 2024$15K–$50KMay 4, 2024
30 days
-1.6%PDF
NKEBUYApr 4, 2024$15K–$50KMay 4, 2024
30 days
-23.0%PDF
DGXSELLApr 4, 2024$1K–$15KMay 4, 2024
30 days
+0.3%PDF
RTXBUYApr 4, 2024$1K–$15KMay 4, 2024
30 days
-6.0%PDF
SOBUYApr 4, 2024$15K–$50KMay 4, 2024
30 days
+3.5%PDF
TELSELLApr 4, 2024$15K–$50KMay 4, 2024
30 days
+4.5%PDF
VBUYApr 4, 2024$1K–$15KMay 4, 2024
30 days
-9.3%PDF
NWNBUYFeb 15, 2024$1K–$15KMar 12, 2024
26 days
+0.3%PDF
AMZNBUYFeb 12, 2024$15K–$50KMar 2, 2024
19 days
+4.3%PDF
PHGBUYFeb 12, 2024$1K–$15KMar 2, 2024
19 days
+26.6%PDF
PFEBUYFeb 12, 2024$1K–$15KMar 2, 2024
19 days
-1.2%PDF
QCOMBUYFeb 12, 2024$1K–$15KMar 2, 2024
19 days
+16.3%PDF
ULSELLFeb 12, 2024$1K–$15KMar 2, 2024
19 days
-2.6%PDF
GOOGLSELL (partial)Feb 1, 2024$1K–$15KMar 2, 2024
30 days
-13.8%PDF
ALKSELLDec 13, 2023$1K–$15KJan 4, 2024
22 days
+9.9%PDF
DEOBUYDec 7, 2023$15K–$50KJan 4, 2024
28 days
-6.4%PDF
How the hit rate works. Prices are daily closes from Yahoo Finance's free chart data; the benchmark is SPY (S&P 500 ETF). (1) Round trips: for each member, ticker and owner, buys are paired with later sells first-in, first-out. Each pair is scored over the actual holding period: the stock's return from buy date to sell date minus SPY's return over the same days. A pair is right if that excess is positive. (2) Still held: a buy with no matching sale is scored from the buy date to the latest close, but only once it is at least 90 days old. (3) Sells with no earlier buy in the data are scored on the 90 days after the sale; right if the stock lagged SPY (the excess is shown inverted, so positive = good call). (4) Options are scored as bets on the underlying stock, using the stock's return versus SPY (no option prices): buying a call, exercising a call, or selling/writing a put counts as a bullish (buy) call; buying a put or selling a call counts as bearish (sell). An opening option trade is paired with a later closing trade of the same contract (type, strike, expiry) when the data has one; otherwise it is scored on the 90 days after the trade. Options whose call/put type is not stated are shown but not scored. Options are drawn as outlined rings on the charts. (5) Weighting: trades are weighted by the midpoint of the reported dollar range, which is approximate; partial sales split a buy across several round trips. (6) Annualized excess = weighted excess divided by weighted holding days, times 365, so short and long holds can be compared. Only members with at least 10 scored items are ranked; under 30 is a small sample. Disclosures are ranges, dates can be wrong, trades before 2024, options, bonds and private holdings are not included, and nothing here accounts for dividends, taxes, or the disclosure delay. This is an educational measure, not a signal and not investment advice.
Education, not investment advice. This page reorganizes public disclosures so you can see what members of Congress reported. A disclosure is not evidence of wrongdoing, and past trades say nothing about future returns. Amounts are the ranges members report, not exact values. Members have up to 45 days to disclose, so recent trades may be missing. Paper filings that need manual review, trades without a confident ticker match, options, mutual funds, bonds and private holdings are not shown. Always check the source filing.

Sources: U.S. House Clerk Periodic Transaction Reports (disclosures-clerk.house.gov) and U.S. Senate eFD Periodic Transaction Reports (efdsearch.senate.gov), filed 2024 to present; SEC EDGAR submissions (Form 4 and 8-K filing dates); committee assignments from the unitedstates/congress-legislators project (current membership); daily closing prices from Yahoo Finance's public chart data (query1.finance.yahoo.com), which is unofficial and may be revised. Built 2026-11-03.