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William Cassidy

Senator

Estimated portfolio performance

Price return of the portfolio reconstructed from this member's disclosed trades over each trailing window, versus the S&P 500 (SPY), as of 2026-07-14. Trade sizes are disclosed only as ranges, so every figure is an estimate.

Window Portfolio SPY vs SPY
1 week +4.2% +0.6% +3.7%
1 month +5.3% +1.4% +3.9%
1 quarter +10.4% +8.3% +2.1%
Year to date +29.0% +10.6% +18.5%

Reconstructed holdings

The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-07-14). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.

Stock Est. shares Est. value Weight
PSX 165 $33.2K 45.8%
VFC 155 $2.6K 3.6%
DOW 145 $4.4K 6.1%
MMM 83 $13K 17.9%
JNJ 69 $17.6K 24.3%
PLD 12 $1.7K 2.4%

Net worth

Estimated from the ranges in the member's annual financial disclosures: the band runs from the sum of disclosed asset minimums less liability maximums up to the sum of asset maximums less liability minimums. Only electronically filed reports are read — a missing year means no electronic filing, not zero net worth.

Latest net worth (band)
-$1.7M – -$405K
Reporting year
2024
Disclosed assets
5
Disclosed liabilities
2

Net worth band by reporting year

2020 2021 2022 2023 2024 2025 — not e-filed
Year Net worth band
2024 -$1.7M – -$405K
2023 -$1.7M – -$375K
2022 -$1.6M – -$130K
2021 -$1.3M – $575K
2020 -$1.1M – $945K

Recent stock trades

Disclosed trades
45
Avg. disclosure lag
39.7 days
Filed past 45-day deadline
2.2%
Date Stock Type Amount
2020-11-05 WMT Sell $1K - $15K
2020-11-05 UPS Sell $1K - $15K
2020-11-05 SBUX Sell $1K - $15K
2020-11-05 PLD Sell $1K - $15K
2020-11-05 PG Sell $1K - $15K
2020-11-05 JPM Sell $1K - $15K
2020-11-05 MSFT Sell $1K - $15K
2020-11-05 MDT Sell $1K - $15K
2020-11-05 LOW Sell $1K - $15K
2020-11-05 IBM Sell $1K - $15K
2020-11-05 DOW Sell $1K - $15K
2020-11-05 DIS Sell $1K - $15K
2020-11-05 CMCSA Sell $1K - $15K
2020-11-05 CSCO Sell $1K - $15K
2020-11-05 CVS Sell $1K - $15K
2020-11-05 BLK Sell $1K - $15K
2020-11-05 AAPL Sell $1K - $15K
2020-11-05 AMGN Sell $1K - $15K
2020-09-11 AAPL Sell $1K - $15K
2020-08-19 SBUX Sell $1K - $15K
2020-08-19 MSFT Sell $1K - $15K
2020-08-19 LOW Sell $1K - $15K
2020-08-19 IBM Sell $1K - $15K
2020-08-19 DIS Sell $1K - $15K
2020-08-19 CMCSA Sell $1K - $15K