Donald S. Beyer, Jr. portfolio

Donald S. Beyer, Jr. has represented VA's 8th district in the House since 2015. Committee seats: Economic Committee, Ways and Means. Donald S. Beyer, Jr. has disclosed 979 trades (519 purchases, 452 sales); the latest was on Sep 23, 2026. Over the past year the disclosed stock holdings returned -6.6%, against +11.8% for the S&P 500.

DDemocratParty

Member of HouseRepresents VA

$2.7MEst. portfolio value

1 month agoLast trade

-6.6%1Y return, from filings

1M return+2.5%S&P 500 -0.3% · 9 positionsOn their trade dates: +0.1%

3M return-8.5%S&P 500 +1.7% · 9 positionsOn their trade dates: -12.3%

YTD return-13.3%S&P 500 +11.4% · 9 positionsOn their trade dates: -17.3%

1Y return-6.6%S&P 500 +11.8% · 9 positionsOn their trade dates: -10.7%

3Y return+12.2%S&P 500 +81.7% · 9 positionsOn their trade dates: +15.4%

Returns are measured from each trade's filing date, when it became public, so they show what following these disclosures would have earned. "On their trade dates" is the same portfolio before the disclosure delay.

JointEconomic Committee HouseWays and Means

Est. value $169K across 7 stocks and ETFs, marked to the latest close

Estimated stock portfolio of Donald S. Beyer, Jr.
Investment	Est. holding value	Last transaction	Total bought	Avg. cost	Since filed	Current price	Trades
MSMorgan Stanley	$71K	May 13, 2021Purchase	$15K–50K1 purchase	$84.86	+99.05%	$185.53	1
LVMUYLVMH Moet Hennessy Louis Vuitton Unsponsored American Depositary Receipt	$54K	Feb 18, 2020Purchase	$7K–105K7 purchases	$90.01	-3.67%	$86.35	7
RHHBYRoche Holdings Ag Basel American Depositary Shares	$11K	Apr 22, 2020Purchase	$1K–15K1 purchase	$44.64	+38.15%	$60.84	1
IXJ35 units guardant Health Inc common iShares global Healthcare E TF	$10K	Dec 22, 2021Purchase	$1K–15K1 purchase	$89.08	+25.01%	$112.94	1
IYZTelecommunicat ionsETF	$10K	Dec 22, 2021Purchase	$1K–15K1 purchase	$32.51	+17.37%	$38.63	1
HZNHorizon global Corporation Common Shares	$8K	Feb 17, 2020Purchase	$1K–15K1 purchase	$3.44	—	—	1
AAIGFAIA group, Ltd. Ordinary Sh ares	$6K	Feb 8, 2021Purchase	$1K–15K1 purchase	$13.05	-24.74%	$9.46	1

Trades from House and Senate periodic transaction reports filed Jan 1, 2012 to Oct 30, 2026. Holdings are estimated from range midpoints: purchases add, partial sales subtract and full sales close the position, marked to the latest close where prices exist; matured bonds, expired options and delisted stocks drop out. They are not reported balances. Returns are time-weighted returns of the estimated stock and ETF holdings, with each trade taking effect at the close on its filing date (the member's own trade-date result is shown beneath): each window is split at the member's trade dates and the holdings' performance over each stretch, from daily closes, is chained, so the timing and size of purchases and sales do not dilute or inflate the result. Party, district and committee seats come from the congress-legislators dataset.