Trade with Congress

Susan W. Brooks

RepublicanRepublicanRepresentative · IN-5former member

30 disclosed transactions · Nov 25, 2013 – Apr 6, 2020

Watch Susan W. Brooks

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$198K – $795K
Traded, all time
30 transactions · turnover, not holdings
—
Portfolio vs S&P 500
portfolio not priceable
53%
Household trades
spouse, joint or child
20%
Filed late
avg 37 days to disclose

What they hold

Susan W. Brooks

Stock portfolio

$390K – $1.0M in disclosed securities · R-IN · House · 2019 filing

Misc
  • TCYIX53%
  • WMFFX4.6%
  • BSFIX4.6%
  • EGFIX4.6%
  • LZEMX4.6%
  • MEIIX4.6%
  • RPMGX4.6%
  • VSOIX4.6%
  • Misc15%
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: 2019 annual disclosure. tradewithcongress.org

Disclosed assets

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

$1.7M – $3.9M
Disclosed assets, 2019
34 holdings · filed Aug 13, 2020
Asset mix, 2019
  • Private13$1.9M 69%
  • Securities18$781K 28%
  • Other2$41K 1%
  • Insurance1$33K 1%
Reported range by year2019–2019
$3.9M$1.9M$02019: $1.7M–$3.9M across 34 holdings2019

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

What they trade

Most traded

AMZNAMZN1 trade · $1K – $15KCVXCVX1 trade · $1K – $15KKOKO1 trade · $1K – $15KXOMXOM1 trade · $1K – $15KMAMA1 trade · $1K – $15KMSFTMSFT1 trade · $1K – $15KQCOMQCOM1 trade · $1K – $15KVZVZ1 trade · $1K – $15K

Transactions

None in the last 12 months · 30 all time