Trade with Congress

Shelley Moore Capito

RepublicanRepublicanSenator · WVcurrently serving

762 disclosed transactions · Dec 6, 2013 – Jul 21, 2026

Watch Shelley Moore Capito

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$1.5M – $13.3M
Traded, all time
762 transactions · turnover, not holdings
-22.1%
Portfolio vs S&P 500
61 positions · 56% of securities priced
95%
Household trades
spouse, joint or child
21.4%
Filed late
avg 105 days to disclose

Committees

  • Appropriations
    • Commerce, Justice, Science, and Related Agencies
    • Department of Defense
    • Department of Homeland Security
    • Department of Interior, Environment, and Related Agencies
    • Departments of Labor, Health and Human Services, and Education, and Related AgenciesChairman
    • Transportation, Housing and Urban Development, and Related Agencies
  • Commerce, Science, and Transportation
    • Aviation, Space, and Innovation
    • Consumer Protection, Technology, and Data Privacy
    • Surface Transportation, Freight, Pipelines, and Safety
    • Telecommunications and Media
  • Environment and Public WorksChairman
    • Chemical Safety, Waste Management, Environmental Justice, and Regulatory OversightEx Officio
    • Clean Air, Climate, and Nuclear Innovation and SafetyEx Officio
    • Fisheries, Water, and WildlifeEx Officio
    • Transportation and InfrastructureEx Officio
  • Rules and Administration

What they hold

Shelley Moore Capito

Stock portfolio

$853K – $3.1M in disclosed securities · R-WV · Senate · 2026 filing

UBSI
TFC
AAPL
Misc
  • NYSE34%
  • UBSI18%
  • TFC5.4%
  • AAPL3.8%
  • AUB2.0%
  • AMGN2.0%
  • ABT1.6%
  • BLK1.6%
  • Misc32%
Securities only — not net worth. Real property and private businesses are most of congressional wealth and have no ticker. Shares are of the midpoint of each disclosed bracket; because holdings are reported in ranges rather than amounts, positions in the same bracket appear equal. Source: 2026 annual disclosure. tradewithcongress.org

Disclosed assets

From the annual financial disclosure. Assets only — liabilities are not included.

$2.8M – more
Disclosed assets, 2026
126 holdings · filed May 11, 2026
Asset mix, 2026
  • Securities115$2.6M 57%
  • Other4$1.8M 38%
  • Cash4$192K 4%
  • Insurance2$16K 0%
  • Private1$8K 0%
Reported range by year2019–2026
$12.8M$6.4M$02019: $1.7M–$5.6M across 197 holdings2020: $1.8M–$5.6M across 142 holdings2021: $4.2M–$11.9M across 284 holdings2022: $4.9M–$12.8M across 299 holdings2023: $2.6M–$6.2M across 140 holdings2024: $2.7M–$6.1M across 125 holdings2025: $2.7M–$6.2M across 130 holdings2026: $2.8M–$6.4M across 126 holdings20192020202120222023202420252026

Band is the reported range; the line is its midpoint.

Disclosed portfolio vs the market

What the annual reports say they held, valued from Aug 10, 2023.

-22.1%
vs the S&P 500
Portfolio +57.9% · S&P 500 +80.0% · 61 positions
18713684S&P 500CapitoAug 10, 2023Aug 10, 2026

What they trade

Most traded

MSFTMSFT42 trades · $98K – $770KUBSIUBSI6 trades · $210K – $550KCC21 trades · $77K – $455KWFCWFC14 trades · $98K – $420KINTCINTC13 trades · $69K – $335KAAPLAAPL21 trades · $35K – $350KJPMJPM17 trades · $17K – $255KLOWLOW15 trades · $15K – $225KIBMIBM10 trades · $24K – $185KCSCOCSCO12 trades · $12K – $180K

Transactions

41 · last 12 months
AssetTypeAmountTradedDisclosed
MSFT
MSFT
Microsoft Corporation - Common Stock
Sell (part)spouse$15K – $50KJul 21, 2026Aug 4, 2026
CSCO
CSCO
Cisco Systems, Inc. - Common Stock
Sell (part)spouse$1K – $15KJul 21, 2026Aug 4, 2026
KO
KO
Coca-Cola Company (The) Common Stock
Sell (part)spouse$1K – $15KJul 21, 2026Aug 4, 2026
INTC
INTC
Intel Corporation - Common Stock
Sell (part)spouse$1K – $15KJul 21, 2026Aug 4, 2026
AAPL
AAPL
Apple Inc. - Common Stock
Sell (part)spouse$1K – $15KJul 21, 2026Aug 4, 2026
—
Citigroup New Inc (C)
Sellspouse$1K – $15KJun 16, 2026Jul 6, 2026
CEG
CEG
Constellation Energy Corporation - Common Stock When-Issued
Sell (part)spouse$1K – $15KApr 17, 2026May 7, 2026
AAPL
AAPL
Apple Inc. - Common Stock
Sell (part)spouse$1K – $15KApr 17, 2026May 7, 2026
AVGO
AVGO
Broadcom Inc. - Common Stock
Sell (part)spouse$1K – $15KApr 13, 2026May 7, 2026
MA
MA
Mastercard Incorporated Common Stock
Buyspouse$1K – $15KMar 28, 2026Apr 12, 2026
FDS
FDS
FactSet Research Systems Inc. Common Stock
Sellspouse$1K – $15KMar 31, 2026Apr 4, 2026
FDS
FDS
FactSet Research Systems Inc. Common Stock
Sell (part)spouse$1K – $15KMar 26, 2026Apr 4, 2026
FDS
FDS
FactSet Research Systems Inc. Common Stock
Sell (part)spouse$1K – $15KMar 25, 2026Apr 4, 2026
PNC
PNC
PNC Financial Services Group, Inc. (The) Common Stock
Buyspouse$1K – $15KMar 12, 2026Apr 4, 2026
AXP
AXP
American Express Company Common Stock
Buyspouse$1K – $15KMar 11, 2026Apr 4, 2026
ITW
ITW
Illinois Tool Works Inc. Common Stock
Sell (part)spouse$1K – $15KFeb 24, 2026Mar 4, 2026
PAYX
PAYX
Paychex, Inc. - Common Stock
Sellspouse$1K – $15KFeb 20, 2026Mar 4, 2026
BLK
BLK
BlackRock, Inc. Common Stock
Sell (part)spouse$1K – $15KFeb 10, 2026Mar 4, 2026
ADI
ADI
Analog Devices, Inc. - Common Stock
Sell (part)spouse$1K – $15KFeb 10, 2026Mar 4, 2026
AVGO
AVGO
Broadcom Inc. - Common Stock
Buyspouse$1K – $15KFeb 9, 2026Mar 4, 2026
—
GOOGL - Alphabet Inc. - Class C Capital Stock
Buyspouse$1K – $15KFeb 9, 2026Mar 4, 2026
SBUX
SBUX
Starbucks Corp
Sell (part)spouse$1K – $15KJan 28, 2026Feb 5, 2026
GOOGL
GOOGL
Alphabet Cl A
Sell (part)spouse$1K – $15KDec 16, 2025Jan 6, 2026
AAPL
AAPL
Apple Inc
Sell (part)spouse$1K – $15KDec 16, 2025Jan 6, 2026
MSFT
MSFT
Microsoft Corp
Sell (part)spouse$1K – $15KDec 16, 2025Jan 6, 2026
K
K
Kellanova
Sellspouse$1K – $15KDec 11, 2025Jan 6, 2026
PAYX
PAYX
Paychex Inc
Sell (part)spouse$1K – $15KNov 13, 2025Dec 4, 2025
LOW
LOW
Lowe's Companies
Sell (part)spouse$1K – $15KNov 13, 2025Dec 4, 2025
META
META
Meta Platforms Inc
Buyspouse$1K – $15KNov 13, 2025Dec 4, 2025
MSFT
MSFT
Microsoft Corp
Sellspouse$15K – $50KOct 29, 2025Nov 4, 2025
IBM
IBM
Intl Business Machines
Sell (part)spouse$15K – $50KOct 29, 2025Nov 4, 2025
—
Citigroup Inc New (C)
Sell (part)spouse$1K – $15KOct 29, 2025Nov 4, 2025
LLY
LLY
Eli Lilly and Company
Buyspouse$1K – $15KOct 24, 2025Nov 4, 2025
MSFT
MSFT
Microsoft Corp
Sell (part)spouse$1K – $15KOct 22, 2025Nov 4, 2025
PAYX
PAYX
Paychex Inc
Sell (part)spouse$1K – $15KOct 21, 2025Nov 4, 2025
LOW
LOW
Lowe's Companies
Sell (part)spouse$1K – $15KOct 21, 2025Nov 4, 2025
LOW
LOW
Lowe's Companies
Sell (part)spouse$1K – $15KOct 20, 2025Nov 4, 2025
CVX
CVX
Chevron Corp
Sell (part)spouse$1K – $15KOct 17, 2025Nov 4, 2025
COST
COST
Costco Wholesale
Sell (part)spouse$1K – $15KOct 17, 2025Nov 4, 2025
AAPL
AAPL
Apple Inc
Sell (part)spouse$15K – $50KSep 18, 2025Oct 5, 2025
MSFT
MSFT
Microsoft Corp
Sell (part)spouse$15K – $50KSep 18, 2025Oct 5, 2025