TTEN·K/calls
Pinned
  • The Brief
  • Congress
  • Screener
  • Markets
  • The Brief
  • Signal Confluence
  • The Flip Side
  • Markets
  • Calendar
  • Coverage
  • Screener
  • Discover
  • Smart Money
  • Congress
  • Insiders
  • IPOs
  • ETF Holdings
  • 13F Funds
  • Events
  • Filings
  • News
  • Trending
  • Groups
  • Data catalog
  • Research
  • Education
  • Options Plays
  • Options Calculator
  • Leaderboards
  • Compare
  • Portfolio
  • Strategies
  • Track
  • Pricing
  • API
  • Newsletter
  • Follow the calls
  • Feedback
  • Account
Go ProUpgrade →
TTEN·K/calls

SEC-grounded equity research — opinionated calls reasoned over real filings.

Telegram ↗X ↗Bluesky ↗Follow the calls →

Get the Brief in your inbox

A daily, SEC-grounded read on the market — movers, earnings, and our boldest calls. Free.

MethodologyDisclosuresTermsPrivacy

Research and education only — not financial advice. TENKis not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities TENK rates; see Disclosures. Past performance does not guarantee future results. Do your own research.

EDGAR® is a registered trademark of the U.S. Securities and Exchange Commission. TENK/calls is an independent service and is not affiliated with, endorsed by, or approved by the U.S. Securities and Exchange Commission.

← 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 Stock▼ Sell
$15.0K–$50.0K
0d lagtraded 2024-07-15PTR ↗
2024-03-28—JT Berkshire Hathaway Inc. New Common Stock▼ Sell
$15.0K–$50.0K
0d lagtraded 2024-03-28PTR ↗
2021-06-14—JT Berkshire Hathaway Inc. New▲ Buy
$1.00K–$15.0K
24d lagtraded 2021-05-21PTR ↗
2021-06-14—Trade Brokerage Account JT Berkshire Hathaway Inc. New▲ Buy
$1.00K–$15.0K
0d lagtraded 2021-06-14PTR ↗
2021-04-14—JT Berkshire Hathaway Inc. New▲ Buy
$1.00K–$15.0K
30d lagtraded 2021-03-15PTR ↗
2021-04-14—Trade Brokerage Account JT Berkshire Hathaway Inc. New▲ Buy
$1.00K–$15.0K
14d lagtraded 2021-03-31PTR ↗
2021-04-14—Trade Brokerage Account JT Berkshire Hathaway Inc. New▲ Buy
$1.00K–$15.0K
5d lagtraded 2021-04-09PTR ↗
2021-04-14—Trade Brokerage Account JT Berkshire Hathaway Inc. New▲ Buy
$1.00K–$15.0K
1d lagtraded 2021-04-13PTR ↗
2021-04-14—Trade Brokerage Account JT Berkshire Hathaway Inc. New▲ Buy
$1.00K–$15.0K
0d lagtraded 2021-04-14PTR ↗
2021-02-18—JT Berkshire Hathaway Inc. New▲ Buy
$1.00K–$15.0K
17d lagtraded 2021-02-01PTR ↗
2021-02-18—Trade Brokerage Account JT Berkshire Hathaway Inc. New▲ Buy
$1.00K–$15.0K
1d lagtraded 2021-02-17PTR ↗
2021-01-04—JT Berkshire Hathaway Inc. New▲ Buy
$1.00K–$15.0K
0d lagtraded 2021-01-04PTR ↗
2020-12-02—JT Berkshire Hathaway Inc. New▲ Buy
$1.00K–$15.0K
16d lagtraded 2020-11-16PTR ↗
2020-10-08—JT Berkshire Hathaway Inc. New▲ Buy
$1.00K–$15.0K
17d lagtraded 2020-09-21PTR ↗
2020-10-08—Trade Brokerage Account JT Berkshire Hathaway Inc. New▲ Buy
$1.00K–$15.0K
13d lagtraded 2020-09-25PTR ↗
2020-10-08—Trade Brokerage Account JT Berkshire Hathaway Inc. New▲ Buy
$1.00K–$15.0K
3d lagtraded 2020-10-05PTR ↗
2020-08-06—JT Berkshire Hathaway Inc. New▲ Buy
$1.00K–$15.0K
2d lagtraded 2020-08-04PTR ↗
2017-05-03THoldSactionS iD owner asset transaction type Date notification Date amount AT&T Inc.▼ Sell
$50.0K–$100K
140d latetraded 2016-12-14PTR ↗
2017-02-15INTCSellNew JT Intel Corporation▲ Buy
$1.00K–$15.0K
1d lagtraded 2017-02-14PTR ↗
2016-05-03DOWSellner asset transaction type Date notification Date amount JT Dow Chemical Company▼ Sell
$1.00K–$15.0K
1d lagtraded 2016-05-02PTR ↗
2016-05-03VZHoldNew Verizon Communications Inc.▼ Sell
$15.0K–$50.0K
36d lagtraded 2016-03-28PTR ↗
2016-03-18INTCSellNew JT Intel Corporation▲ Buy
$1.00K–$15.0K
35d lagtraded 2016-02-12PTR ↗
2016-03-18MRKHoldNew JT Merck & Company, Inc. Common stock▲ Buy
$1.00K–$15.0K
35d lagtraded 2016-02-12PTR ↗
2016-03-18PFEHoldNew JT Pfizer, Inc.▲ Buy
$1.00K–$15.0K
35d lagtraded 2016-02-12PTR ↗
2015-05-14THoldner asset transaction type Date notification Date amount 2000003399 JT AT&T Inc.▲ Buy
$1.00K–$15.0K
269d latetraded 2014-08-18PTR ↗
2015-05-14CATSellAmended 2000005986 JT Caterpillar, Inc.▲ Buy
$1.00K–$15.0K
141d latetraded 2014-12-24PTR ↗
2015-05-14BENHoldAmended 2000002039 JT Franklin Resources, Inc.▲ Buy
$1.00K–$15.0K
356d latetraded 2014-05-23PTR ↗
2015-05-14BXHoldhe Blackstone group l.P. Common units Representing limited Partnership Interests▲ Buy
$1.00K–$15.0K
97d latetraded 2015-02-06PTR ↗
2015-02-09BXHoldhe Blackstone group l.P. Common units Representing limited Partnership Interests▲ Buy
$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).

Intraday
NVDA$211.80▲4.06%AAPL$314.86▼0.77%GOOGL$359.51▲1.99%GOOG$357.33▲1.90%MSFT$384.93▼1.55%AMZN$247.49▲0.07%TSM$420.39▼0.28%AVGO$389.11▲1.32%SPCX$136.08▼2.20%META$661.04▲0.66%TSLA$396.18▲0.36%MU$983.12▲4.92%BRK-B$491.09▼1.16%BRK-A$737,000.00▼1.05%LLY$1,152.54▼2.48%JPM$342.89▲2.50%AMD$548.13▲2.57%WMT$113.70▼0.94%ASML$1,775.64▲2.87%V$356.02▼0.48%JNJ$253.85▼1.52%XOM$145.09▲0.40%INTC$107.76▲4.50%MA$538.02▲0.06%AMAT$595.70▲3.53%CSCO$117.09▼1.81%ABBV$244.78▼1.30%LRCX$346.10▲4.90%CAT$933.34▲0.20%BAC$60.62▲1.88%
NVDA$211.80▲4.06%AAPL$314.86▼0.77%GOOGL$359.51▲1.99%GOOG$357.33▲1.90%MSFT$384.93▼1.55%AMZN$247.49▲0.07%TSM$420.39▼0.28%AVGO$389.11▲1.32%SPCX$136.08▼2.20%META$661.04▲0.66%TSLA$396.18▲0.36%MU$983.12▲4.92%BRK-B$491.09▼1.16%BRK-A$737,000.00▼1.05%LLY$1,152.54▼2.48%JPM$342.89▲2.50%AMD$548.13▲2.57%WMT$113.70▼0.94%ASML$1,775.64▲2.87%V$356.02▼0.48%JNJ$253.85▼1.52%XOM$145.09▲0.40%INTC$107.76▲4.50%MA$538.02▲0.06%AMAT$595.70▲3.53%CSCO$117.09▼1.81%ABBV$244.78▼1.30%LRCX$346.10▲4.90%CAT$933.34▲0.20%BAC$60.62▲1.88%
Intraday
NVDA$211.80▲4.06%AAPL$314.86▼0.77%GOOGL$359.51▲1.99%GOOG$357.33▲1.90%MSFT$384.93▼1.55%AMZN$247.49▲0.07%TSM$420.39▼0.28%AVGO$389.11▲1.32%SPCX$136.08▼2.20%META$661.04▲0.66%TSLA$396.18▲0.36%MU$983.12▲4.92%BRK-B$491.09▼1.16%BRK-A$737,000.00▼1.05%LLY$1,152.54▼2.48%JPM$342.89▲2.50%AMD$548.13▲2.57%WMT$113.70▼0.94%ASML$1,775.64▲2.87%V$356.02▼0.48%JNJ$253.85▼1.52%XOM$145.09▲0.40%INTC$107.76▲4.50%MA$538.02▲0.06%AMAT$595.70▲3.53%CSCO$117.09▼1.81%ABBV$244.78▼1.30%LRCX$346.10▲4.90%CAT$933.34▲0.20%BAC$60.62▲1.88%
NVDA$211.80▲4.06%AAPL$314.86▼0.77%GOOGL$359.51▲1.99%GOOG$357.33▲1.90%MSFT$384.93▼1.55%AMZN$247.49▲0.07%TSM$420.39▼0.28%AVGO$389.11▲1.32%SPCX$136.08▼2.20%META$661.04▲0.66%TSLA$396.18▲0.36%MU$983.12▲4.92%BRK-B$491.09▼1.16%BRK-A$737,000.00▼1.05%LLY$1,152.54▼2.48%JPM$342.89▲2.50%AMD$548.13▲2.57%WMT$113.70▼0.94%ASML$1,775.64▲2.87%V$356.02▼0.48%JNJ$253.85▼1.52%XOM$145.09▲0.40%INTC$107.76▲4.50%MA$538.02▲0.06%AMAT$595.70▲3.53%CSCO$117.09▼1.81%ABBV$244.78▼1.30%LRCX$346.10▲4.90%CAT$933.34▲0.20%BAC$60.62▲1.88%