Roger Marshall portfolio
Roger Marshall has represented KS in the Senate since 2021. Committee seats: Agriculture, Nutrition, and Forestry, Finance, Health, Education, Labor, and Pensions, Budget. Roger Marshall has disclosed 152 trades (76 purchases, 76 sales); the latest was on Aug 29, 2023. Over the past year the disclosed stock holdings returned +11.3%, against +11.8% for the S&P 500.
Est. value $153K across 16 stocks and ETFs, marked to the latest close
| Investment | Est. holding value | Last transaction | Total bought | Avg. cost | Since filed | Current price | Trades |
|---|---|---|---|---|---|---|---|
| GILDgilead Sciences, Inc. | $52K | May 7, 2020Purchase | $3K–45K3 purchases | $78.99 | +130.07% | $171.17 | 3 |
| DISWalt Disney Company | $9K | May 5, 2020Purchase | $1K–15K1 purchase | $101.06 | -8.56% | $111.72 | 1 |
| TRXCTransEnterix, Inc. | $8K | Oct 17, 2017Purchase | $1K–15K1 purchase | $4.00 | — | — | 2 |
| NEOTNeothetics, Inc. | $8K | Oct 17, 2017Purchase | $1K–15K1 purchase | $19,350.00 | — | — | 2 |
| INFIInfinity Pharmaceuticals, Inc. | $8K | Oct 12, 2017Purchase | $1K–15K1 purchase | $3.73 | — | — | 1 |
| ITEKInotek Pharmaceuticals Corporation | $8K | Sep 13, 2017Purchase | $1K–15K1 purchase | $4.88 | — | — | 2 |
| ARCIappliance Recycling Cent ers ofamerica, Inc. | $8K | Aug 21, 2017Purchase | $1K–15K1 purchase | No data | — | $10.04 | 2 |
| CYTRCytRx Corporation | $8K | Jul 31, 2017Purchase | $1K–15K1 purchase | $0.97 | — | — | 1 |
| CBAYCymaBay Therapeut ics Inc. | $8K | Jul 19, 2017Purchase | $1K–15K1 purchase | $7.37 | — | — | 2 |
| HTZHertz global Holdings, Inc | $8K | May 22, 2017Purchase | $1K–15K1 purchase | No data | — | $1.93 | 2 |
| FNBCFirst NBC Bank Holding Company | $8K | May 4, 2017Purchase | $1K–15K1 purchase | No data | — | — | 2 |
| MTBCMedical Transcription Billing, Corp. | $8K | May 1, 2017Purchase | $1K–15K1 purchase | $2.40 | — | — | 4 |
| ITCIIntra-Cellular Therapies Inc. | $8K | May 1, 2017Purchase | $1K–15K1 purchase | $10.49 | — | — | 1 |
| CAPRCapricor Therapeutics, Inc. | $4K | Jul 27, 2017Purchase | $1K–15K1 purchase | $13.00 | -47.48% | $6.25 | 2 |
| ATOSatossa genetics Inc. | $118.18 | Oct 25, 2017Purchase | $1K–15K1 purchase | $153.00 | -93.85% | $2.26 | 1 |
| RCONRecon Technology, ltd. - Ordinaryshares | $0.21 | Oct 16, 2017Purchase | $1K–15K1 purchase | $38,340.00 | -100.00% | $0.99 | 2 |
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.