Kathy Castor Stock Trades

Kathy Castor Stock Trading Activity | Quantellect Kathy Castor Stock Trading Activity

Kathy Castor's disclosure record is dominated by a single ticker: Berkshire Hathaway Class B shares (BRK.B) lead the summary with 28 of the 87 transaction rows associated with her name since 2012. The pattern becomes clearer when timing and attribution are separated. All 13 BRK.B transactions dated from January 4 through July 16, 2021, were joint purchases in the $1,001 to $15,000 disclosed range. The only later transactions in the record are two joint partial sales of BRK.B, dated March 28 and July 15, 2024, each in the $15,001 to $50,000 range.

The disclosures span August 2012 through July 2024, with 56 purchases against 31 sales. The highest-volume year was 2020, when Castor's household filed 27 transactions; 2016 had 16, and 2021 had 13. All 13 transactions in 2021 were BRK.B purchases, while the 2020 activity also included airlines, financial companies, an exchange-traded fund, and other securities. Activity has since fallen off sharply. Only two transactions have been disclosed since the 2021 run, both partial sales of BRK.B in March and July 2024. The disclosure data do not explain the drop-off, but the shift from repeated joint purchases to two isolated partial sales marks a clear change in disclosed trading behavior.

Attribution matters here. Of the 87 disclosed transactions, 68 are coded as joint, 17 as spousal, and just 2 as self. The overwhelming majority of the record is therefore joint or spouse-attributed activity rather than trading attributed solely to Castor. Joint coding does not establish which person initiated an investment decision, so the record is best understood as household-level financial activity rather than personal stock-picking by the congresswoman alone.

A dominant ticker, with a scattered periphery

Outside of Berkshire Hathaway, the disclosed activity fans out into small, often single-instance transactions across a wide range of names. Boulder Growth & Income Fund appears in four ticker-coded purchase rows, all attributed to the spouse and dated from July 2019 through January 2020. An additional joint sale dated March 10, 2020, names the same fund in the security-name field, although its ticker was not captured in that transaction row. Blackstone (BX), the alternative asset manager, appears in four ticker-coded rows between 2015 and 2020, split between three purchases and one sale. Southwest Airlines (LUV) shows four transactions in 2020: two purchases on May 19, a partial sale on July 10, and another sale on July 14. American Airlines (AAL) separately shows a May 19 purchase and a July 14 sale.

By disclosed transaction count, the leading classified sectors are Industrials with 14 transactions and Financials with 9; another 44 transaction rows are categorized as Unknown. Industrials activity includes the airlines as well as Caterpillar (CAT), GE Aerospace, and Boeing. Financials activity includes Blackstone, Bank of America, and Franklin Resources. Communication Services accounts for 7 transactions, Information Technology for 5, and Health Care and Materials for 4 each. AT&T, Verizon, Apple, Intel, Merck, Pfizer, Disney, Dow, and Alcoa also appear in the disclosure record. Most reported transaction ranges were either $1,001 to $15,000 or $15,001 to $50,000, while one BRK.B purchase and one AT&T sale were reported at $50,001 to $100,000; the amount range for one Blackstone sale is listed as unknown.

An April 3, 2020 filing reported joint sales transacted on March 10 in Blackstone, Franklin Resources, Boulder Growth & Income Fund, Bank of America, and Berkshire Hathaway. The ticker fields were not captured for the Boulder Growth & Income Fund and Berkshire Hathaway rows, but both securities are identified by name. The same filing reported three purchases of the SPDR Dow Jones Industrial Average ETF (DIA), one transacted on March 24 and two on March 27. Taken together, the filing records five sales followed by three DIA purchases within the same month, though the disclosure data do not indicate the reasoning behind those transactions.

The most recent activity in the record consists of the two joint partial sales of BRK.B in 2024. Those transactions followed the series of smaller joint purchases, but their partial-sale labels do not establish a full exit. No purchase transaction is dated later than July 16, 2021. Castor does not currently have a published Quantellect Score because no score row exists for her at the latest published scoring date. That places her outside the 73 sitting members of Congress with a score as of August 21, 2026.

About this profile

This profile is generated from data disclosed under the Stop Trading on Congressional Knowledge Act of 2012 and filed with the Office of the Clerk of the U.S. House of Representatives. Transactions filed jointly (JT) or attributed to a spouse (SP) reflect household-level financial activity as required by House disclosure rules and do not necessarily represent the member's own investment decisions. See the House Committee on Ethics financial disclosure instruction guide for details on disclosure requirements and attribution categories. Amounts are reported in disclosed ranges, not exact figures, as required by law.