Shelley Moore Capito — Stock Trades & Portfolio
Shelley Moore Capito is a member of the U.S. Senate representing R-WV (WV). According to periodic transaction reports (PTR) filed under the Stop Trading on Congressional Knowledge Act of 2012 (STOCK Act), Shelley Moore Capito and immediate family members (including spouse transactions) have disclosed 200 stock and financial asset transactions across multiple tickers over recent reporting cycles, representing an aggregate disclosed trading volume exceeding $1.8M.
Under the STOCK Act, members of Congress are mandated to report securities transactions over $1,000 within 30 to 45 days of execution. Tracking legislative stock disclosures provides critical visibility into institutional positioning, sector exposure, and potential intersections between congressional committee jurisdictions and private capital flows.
Primary Regulatory Source: Official Periodic Transaction Reports (PTR) and annual financial disclosures for Shelley Moore Capito are mandated under the Stop Trading on Congressional Knowledge Act of 2012 (STOCK Act) and publicly archived by the U.S. Senate Electronic Financial Disclosure (eFD) System. Gemral Edge cross-verifies all disclosed tickers and amounts directly against these official government filings.
Quick Facts & Congressional Trading Direct Answers
What was Shelley Moore Capito's latest stock trade?
According to official STOCK Act filings, Shelley Moore Capito's most recently recorded transaction was a purchase of WFC (Wells Fargo & Company) on 2020-06-25 (disclosed on 2020-07-14), valued between $15K and $50K.
What is Shelley Moore Capito's primary traded stock sector?
Disclosures reveal primary portfolio concentration in WFC, JPM, MSFT, CB, reflecting thematic positioning across technology, industrial, and regulated equities.
When must members of Congress disclose stock trades?
Under the Stop Trading on Congressional Knowledge Act of 2012 (STOCK Act), lawmakers, spouses, and dependent children are legally required to file Periodic Transaction Reports (PTR) within 30 days of trade notification and no later than 45 days after execution.
Core Portfolio Holdings & Disclosed Equity Allocation
Estimated major equity positions derived from public financial disclosures and periodic transaction reports:
| Ticker | Estimated Position Value | Share of Top Holdings |
|---|---|---|
| WFC | $90K | 31.7% |
| JPM | $65K | 23.0% |
| MSFT | $46K | 16.2% |
| CB | $42K | 14.9% |
| JNJ | $40K | 14.3% |
Recent Disclosed Congressional Stock Transactions
Periodic Transaction Reports (PTR) disclosed under the Stop Trading on Congressional Knowledge Act of 2012 (STOCK Act):
| Transaction Date | Filing Date | Ticker | Action | Disclosed Range | Account Owner | Asset Description | Official Filing |
|---|---|---|---|---|---|---|---|
| 2020-06-25 | 2020-07-14 | WFC | BUY | $15K – $50K | Spouse | Wells Fargo & Company | Filing PTR |
| 2020-04-07 | 2020-05-14 | RTN | EXCHANGE | $15K – $50K | Spouse | United Technologies Corp. (Exchanged) <br> Raytheon Company (Received) | Filing PTR |
| 2020-03-03 | 2020-04-29 | JPM | BUY | $1K – $15K | Spouse | JPMorgan Chase & Co. | Filing PTR |
| 2020-03-03 | 2020-04-29 | MSFT | BUY | $1K – $15K | Spouse | Microsoft Corporation | Filing PTR |
| 2020-03-03 | 2020-04-29 | JNJ | BUY | $1K – $15K | Spouse | Johnson & Johnson | Filing PTR |
| 2020-03-03 | 2020-04-29 | ABT | BUY | $1K – $15K | Spouse | Abbott Laboratories | Filing PTR |
| 2019-12-16 | 2020-01-12 | CMCSA | BUY | $1K – $15K | Spouse | Comcast Corporation | Filing PTR |
| 2019-12-11 | 2020-01-12 | C | SELL | $1K – $15K | Spouse | Citigroup Inc. | Filing PTR |
| 2019-12-09 | 2020-01-27 | TFC | EXCHANGE | $100K – $250K | Self | BBT (Exchanged) <br> Truist Financial Corporation (Received) | Filing PTR |
| 2019-10-15 | 2019-11-11 | MSFT | SELL | $1K – $15K | Spouse | Microsoft Corporation | Filing PTR |
| 2019-06-10 | 2019-07-10 | — | SELL | $1K – $15K | Spouse | Royal Dutch Shell plc | Filing PTR |
| 2019-06-10 | 2019-07-10 | MSFT | SELL | $1K – $15K | Spouse | Microsoft Corporation | Filing PTR |
| 2019-06-10 | 2019-07-10 | INTC | SELL | $1K – $15K | Spouse | Intel Corporation | Filing PTR |
| 2019-06-10 | 2019-07-10 | HBAN | SELL | $1K – $15K | Spouse | Huntington Bancshares Incorporated | Filing PTR |
| 2019-06-10 | 2019-07-10 | XOM | SELL | $1K – $15K | Spouse | Exxon Mobil Corporation | Filing PTR |
| 2019-06-10 | 2019-07-10 | C | SELL | $1K – $15K | Spouse | Citigroup Inc. | Filing PTR |
| 2019-06-10 | 2019-07-10 | NSC | SELL | $1K – $15K | Spouse | Norfolk Southern Corporation | Filing PTR |
| 2019-04-09 | 2019-05-11 | C | SELL | $1K – $15K | Spouse | Citigroup Inc. | Filing PTR |
| 2019-04-09 | 2019-05-11 | WFC | SELL | $15K – $50K | Spouse | Wells Fargo & Company | Filing PTR |
| 2019-04-01 | 2019-05-11 | WFC | SELL | $15K – $50K | Spouse | Wells Fargo & Company | Filing PTR |
Congressional Committee Assignments & Oversight Jurisdiction
Official committee and subcommittee assignments in the U.S. Congress, indicating policy jurisdiction and regulatory oversight:
| Committee / Subcommittee | Role | Classification |
|---|---|---|
| Senate Committee on Appropriations | Member | Standing Committee |
| Senate Committee on Commerce, Science, and Transportation | Member | Standing Committee |
| Senate Committee on Environment and Public Works | Chairman | Standing Committee |
| Senate Committee on Rules and Administration | Member | Standing Committee |
| Senate Committee on Appropriations — Commerce, Justice, Science, and Related Agencies | Member | Subcommittee |
| Senate Committee on Appropriations — Department of Defense | Member | Subcommittee |
| Senate Committee on Appropriations — Department of Homeland Security | Member | Subcommittee |
| Senate Committee on Appropriations — Department of Interior, Environment, and Related Agencies | Member | Subcommittee |
| Senate Committee on Appropriations — Departments of Labor, Health and Human Services, and Education, and Related Agencies | Chairman | Subcommittee |
| Senate Committee on Appropriations — Transportation, Housing and Urban Development, and Related Agencies | Member | Subcommittee |
Related Corporate Equities & Tracked Defense Contractors
Cross-referenced public corporations, defense contractors, and technology enterprises actively traded or monitored under congressional disclosure regimes:
Related Breaking Regulatory Disclosures
Real-time regulatory disclosures and transaction alerts for Shelley Moore Capito are tracked continuously via Gemral Edge Stories and Breaking Intelligence News.
Congressional Trading Context & STOCK Act Compliance
Congressional trading disclosures under the STOCK Act encompass transactions executed by the member, their spouse, and dependent children. In many prominent portfolios, such as that of Shelley Moore Capito, a significant share of capital activity is executed by spouses (for instance, venture investments, call options, and tech equity transactions by Paul Pelosi). Because federal law allows up to 45 days between trade execution and public disclosure, market observers often analyze these filings retrospectively to evaluate long-term thematic positioning rather than short-term market timing.
Public records indicate an estimated one-year time-weighted return of 8.7% and a cumulative return of +100.0% across historical tracking windows. Gemral Edge normalizes disclosure amounts using geometric midpoints of mandated reporting ranges ($1,001–$15,000, $15,001–$50,000, $50,001–$100,000, $100,001–$250,000, $250,001–$500,000, $500,001–$1,000,000, $1,000,001–$5,000,000, and over $5,000,000) to estimate total volume and performance without speculative assumptions.
Frequently asked questions
What stocks does Shelley Moore Capito trade most frequently?
Congressional disclosures show concentrated exposure in major equities, including WFC, JPM, MSFT, CB, JNJ. Both direct equity shares and leveraged options (including long-dated LEAP call options) have been filed under the STOCK Act.
Are members of Congress allowed to trade individual stocks?
Yes. Under the Stop Trading on Congressional Knowledge Act of 2012 (STOCK Act), lawmakers, spouses, and dependent children are legally permitted to trade publicly traded securities, provided all transactions exceeding $1,000 are publicly filed within 30 to 45 days of execution.
How is trading volume and performance estimated for Shelley Moore Capito?
Gemral Edge normalizes mandated statutory transaction ranges ($1,001–$15,000 up to over $5,000,000) using geometric midpoints, aggregating disclosed transactions from official congressional clerks for research and civic transparency, representing an aggregate disclosed volume exceeding $1.8M.
Does Shelley Moore Capito trade stocks personally or through a spouse?
Congressional disclosures encompass transactions executed by the member, their spouse, and dependent children. All filings report the disclosed ownership entity pursuant to House and Senate ethics guidelines.
Data intelligence from public filings — not investment advice.