Kathy Castor
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 2026-06-29. Trade sizes are disclosed only as ranges, so every figure is an estimate.
| Window | Portfolio | SPY | vs SPY |
|---|---|---|---|
| 1 week | +0.3% | -2.1% | +2.4% |
| 1 month | +1.7% | -3.6% | +5.4% |
| 1 quarter | +15.6% | +15.0% | +0.6% |
| Year to date | +8.3% | +7.2% | +1.1% |
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-06-29). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
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.
Net worth band by reporting year
| Year | Filed | Net worth band |
|---|---|---|
| 2025 | 2026-05-24 | $7.9M – $31.9M |
| 2024 | 2025-05-15 | $7.6M – $22.6M |
| 2023 | 2024-05-10 | $6.7M – $20.9M |
| 2022 | 2023-05-24 | $5.4M – $14.8M |
| 2021 | 2022-05-19 | $6.4M – $16.8M |
Recent stock trades
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2020-07-14 | AAL | Sell | JT | $1K - $15K | 2020-07-16 | 2d |
| 2020-07-14 | LUV | Sell | JT | $1K - $15K | 2020-07-16 | 2d |
| 2020-07-10 | LUV | Sell | JT | $1K - $15K | 2020-07-16 | 6d |
| 2020-05-19 | AAL | Buy | JT | $1K - $15K | 2020-05-20 | 1d |
| 2020-05-19 | LUV | Buy | JT | $1K - $15K | 2020-05-20 | 1d |
| 2020-03-27 | DIA | Buy | JT | $1K - $15K | 2020-04-03 | 7d |
| 2020-03-24 | DIA | Buy | JT | $15K - $50K | 2020-04-03 | 10d |