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DisclosuresTermsPrivacy

Research & education only — not financial advice.TENK is not a registered investment adviser; calls are impersonal, generated from SEC filings and a delayed/third-party price feed, and may be wrong or out of date. The operator and an affiliated trading operation may hold or trade the securities TENK rates — see Disclosures. Do your own research.

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TTENK/calls
The BriefMarketsAll StocksNewsScreenerCommunity
TTENK/calls
The BriefMarketsAll StocksNewsScreenerCommunity
TTENK/calls
The BriefMarketsAll StocksNewsScreenerCommunity
← All congress trades
← Congress trades
KC

Kathy Castor

U.S. House·FL·last disclosed 2024-07-15
Disclosed book · year-end value
$20.1M
midpoint est. · $8.19M+ — not market value
54 holdings · $15.3M equity · $4.81M non-equity
Our verdict on their book · $-weighted, equity only
Not covered100.0%
Disclosed trades
29
Buys · Sells
24 · 5
Median reporting lag
14d
avg 45d to disclose
Last disclosed
2024-07-15
Trade cadence · buys above, sells below · last 12 mo
Aug
Sep
Oct
Nov
Jan ’21
Feb
Mar
Apr
May
Jun
Mar
Jul

What Kathy Castor owns now

Year-end holdings from their latest annual disclosure · 54 holdings · as of 2024

VM
VMSXX
$1.25M–$5.50M17%
No call
FV
FVCAX
$1.00M–$5.00M15%
No call
FR
FRIAX
$1.00M–$5.00M15%
No call
G
Galliard Stable Return Fund Cnon-equity
$1.00M–$5.00M15%
VW
VWALX
$1.00M–$5.00M15%
No call
LD
LDLTX
$750K+5%
No call
U
US Treasury Money Fundnon-equity
$500K–$1.00M4%
BP
BPRIX
$250K–$500K2%
No call
▸Show all 54 holdings
B
Berkshire Hathaway Inc. New (BRK.B)non-equity
$250K–$500K2%
DI
DIVO
$100K–$250K1%
No call
G
Global X Funds Global X Dow 30 Covered Call ETFnon-equity
$100K–$250K1%
VU
VUSXX
$100K–$250K1%
No call
FH
FHYVX
$100K–$250K1%
No call
MD
MDISX
$100K–$250K1%
No call
TS
TSCXX
$100K–$250K1%
No call
P
Principal Global Investors LargeCap S&P 500 Index (-)non-equity
$100K–$250K1%
V
Vanguard Federal Money Market Fundnon-equity
$100K–$250K1%
B
Bank of America Checkingnon-equity
$50.0K–$100K0%
PT
PTEXX
$50.0K–$100K0%
No call
VM
VMFXX
$50.0K–$100K0%
No call
QY
QYLD
$15.0K–$50.0K0%
No call
XY
XYLD
$15.0K–$50.0K0%
No call
JE
JEPI
$15.0K–$50.0K0%
No call
PD
PDGIX
$15.0K–$50.0K0%
No call
RP
RPGEX
$15.0K–$50.0K0%
No call
TR
TRPIX
$15.0K–$50.0K0%
No call
M
MFS International Equity Fund Fee Class U (GAACWX)non-equity
$15.0K–$50.0K0%
JL
JLGMX
$15.0K–$50.0K0%
No call
JM
JMVYX
$15.0K–$50.0K0%
No call
ME
MEIHX
$15.0K–$50.0K0%
No call
PI
PIDIX
$15.0K–$50.0K0%
No call
P
Principal US Property Sep Acct (-)non-equity
$15.0K–$50.0K0%
TI
TIDDX
$15.0K–$50.0K0%
No call
VI
VIG
$15.0K–$50.0K0%
No call
VO
VOO
$15.0K–$50.0K0%
No call
2
200 Bank of America Savingsnon-equity
$1.00K–$15.0K0%
T
Trade Savingsnon-equity
$1.00K–$15.0K0%
FE
FEIFX
$1.00K–$15.0K0%
No call
FR
FRCZX
$1.00K–$15.0K0%
No call
FC
FCGAX
$1.00K–$15.0K0%
No call
FB
FBSAX
$1.00K–$15.0K0%
No call
FR
FRDAX
$1.00K–$15.0K0%
No call
FS
FSGAX
$1.00K–$15.0K0%
No call
FM
FMFXX
$1.00K–$15.0K0%
No call
MU
MUTHX
$1.00K–$15.0K0%
No call
PI
PIMIX
$1.00K–$15.0K0%
No call
PB
PBOIX
$1.00K–$15.0K0%
No call
PR
PRBDX
$1.00K–$15.0K0%
No call
PH
PHTFX
$1.00K–$15.0K0%
No call
ES
ESGV
$1.00K–$15.0K0%
No call
VY
VYM
$1.00K–$15.0K0%
No call
VV
VV
$1.00K–$15.0K0%
No call
MG
MGV
$1.00K–$15.0K0%
No call
VT
VTV
$1.00K–$15.0K0%
No call

Reported asset value, disclosed ranges · how we built this

What Kathy Castor did

29 disclosed trades

2024-07-15—JT Berkshire Hathaway Inc. New Common StockSell
$15.0K–$50.0K
0d lagtraded 2024-07-15PTR ↗
2024-03-28—JT Berkshire Hathaway Inc. New Common StockSell
$15.0K–$50.0K
0d lagtraded 2024-03-28PTR ↗
2021-06-14—JT Berkshire Hathaway Inc. NewBuy
$1.00K–$15.0K
24d lagtraded 2021-05-21PTR ↗
2021-06-14—Trade Brokerage Account JT Berkshire Hathaway Inc. NewBuy
$1.00K–$15.0K
0d lagtraded 2021-06-14PTR ↗
2021-04-14—JT Berkshire Hathaway Inc. NewBuy
$1.00K–$15.0K
30d lagtraded 2021-03-15PTR ↗
2021-04-14—Trade Brokerage Account JT Berkshire Hathaway Inc. NewBuy
$1.00K–$15.0K
14d lagtraded 2021-03-31PTR ↗
2021-04-14—Trade Brokerage Account JT Berkshire Hathaway Inc. NewBuy
$1.00K–$15.0K
5d lagtraded 2021-04-09PTR ↗
2021-04-14—Trade Brokerage Account JT Berkshire Hathaway Inc. NewBuy
$1.00K–$15.0K
1d lagtraded 2021-04-13PTR ↗
2021-04-14—Trade Brokerage Account JT Berkshire Hathaway Inc. NewBuy
$1.00K–$15.0K
0d lagtraded 2021-04-14PTR ↗
2021-02-18—JT Berkshire Hathaway Inc. NewBuy
$1.00K–$15.0K
17d lagtraded 2021-02-01PTR ↗
2021-02-18—Trade Brokerage Account JT Berkshire Hathaway Inc. NewBuy
$1.00K–$15.0K
1d lagtraded 2021-02-17PTR ↗
2021-01-04—JT Berkshire Hathaway Inc. NewBuy
$1.00K–$15.0K
0d lagtraded 2021-01-04PTR ↗
2020-12-02—JT Berkshire Hathaway Inc. NewBuy
$1.00K–$15.0K
16d lagtraded 2020-11-16PTR ↗
2020-10-08—JT Berkshire Hathaway Inc. NewBuy
$1.00K–$15.0K
17d lagtraded 2020-09-21PTR ↗
2020-10-08—Trade Brokerage Account JT Berkshire Hathaway Inc. NewBuy
$1.00K–$15.0K
13d lagtraded 2020-09-25PTR ↗
2020-10-08—Trade Brokerage Account JT Berkshire Hathaway Inc. NewBuy
$1.00K–$15.0K
3d lagtraded 2020-10-05PTR ↗
2020-08-06—JT Berkshire Hathaway Inc. NewBuy
$1.00K–$15.0K
2d lagtraded 2020-08-04PTR ↗
2017-05-03TSactionS iD owner asset transaction type Date notification Date amount AT&T Inc.Sell
$50.0K–$100K
filed 140d latetraded 2016-12-14PTR ↗
2017-02-15INTCNew JT Intel CorporationBuy
$1.00K–$15.0K
1d lagtraded 2017-02-14PTR ↗
2016-05-03DOWner asset transaction type Date notification Date amount JT Dow Chemical CompanySell
$1.00K–$15.0K
1d lagtraded 2016-05-02PTR ↗
2016-05-03VZNew Verizon Communications Inc.Sell
$15.0K–$50.0K
36d lagtraded 2016-03-28PTR ↗
2016-03-18INTCNew JT Intel CorporationBuy
$1.00K–$15.0K
35d lagtraded 2016-02-12PTR ↗
2016-03-18MRKNew JT Merck & Company, Inc. Common stockBuy
$1.00K–$15.0K
35d lagtraded 2016-02-12PTR ↗
2016-03-18PFENew JT Pfizer, Inc.Buy
$1.00K–$15.0K
35d lagtraded 2016-02-12PTR ↗
2015-05-14Tner asset transaction type Date notification Date amount 2000003399 JT AT&T Inc.Buy
$1.00K–$15.0K
filed 269d latetraded 2014-08-18PTR ↗
2015-05-14CATAmended 2000005986 JT Caterpillar, Inc.Buy
$1.00K–$15.0K
filed 141d latetraded 2014-12-24PTR ↗
2015-05-14BENAmended 2000002039 JT Franklin Resources, Inc.Buy
$1.00K–$15.0K
filed 356d latetraded 2014-05-23PTR ↗
2015-05-14BXhe Blackstone group l.P. Common units Representing limited Partnership InterestsBuy
$1.00K–$15.0K
filed 97d latetraded 2015-02-06PTR ↗
2015-02-09BXhe Blackstone group l.P. Common units Representing limited Partnership InterestsBuy
$1.00K–$15.0K
3d lagtraded 2015-02-06PTR ↗
How we built this

Holdings come from Kathy Castor's latest annual STOCK Act financial disclosure — the year-end value of each asset, reported in ranges.

Figures cover the household as disclosed (self, spouse & dependents). Amounts are STOCK Act ranges, never exact. Disclosures lag the trade by up to ~45 days.

Our Buy/Hold/Sell verdict and fair value are our own SEC-grounded ratings of each stock — not a view on the member's trade, and not investment advice.

Source: U.S. House Clerk + U.S. Senate eFD (public records).