Thomas R. Carper sold Catalyst/Millburn Hedge Strategy Fund Class I (MBXIX)
Thomas R. Carper (D-DE), a U.S. Senator, has disclosed 7 trades in Catalyst/Millburn Hedge Strategy Fund Class I (MBXIX) since 2020, 2 purchases and 5 sales, worth an estimated $56K in disclosed volume (the midpoint of the dollar ranges members report, not exact amounts).
The trade highlighted here is a sale: Thomas R. Carper sold $1,001 - $15,000 of Catalyst/Millburn Hedge Strategy Fund Class I (MBXIX) on July 9, 2020. Since that trade, MBXIX is up +15.14% against the S&P 500 up +151.32%, an outperformance of -136.17%.
Across these filings, Thomas R. Carper has been a net seller of MBXIX (a buy-to-sell ratio of 0.40). The most recent disclosed MBXIX transaction shown was dated February 15, 2023. Each row in the table below links to that trade and its post-trade performance versus the market.
Data updated
Thomas R. Carper's MBXIX trades vs the price
MBXIX is up +15.14% since Thomas R. Carper sold on July 9, 2020, versus +151.32% for the S&P 500.
Performance since this trade
All Thomas R. Carper MBXIX trades
Estimated profit is shown for buys only, marked to the latest close. It is an estimate and does not net later sells, taxes, or fees.
Thomas R. Carper & MBXIX trading FAQ
Is it legal for Thomas R. Carper to trade Catalyst/Millburn Hedge Strategy Fund Class I (MBXIX) stock?
Yes. Members of Congress are allowed to trade individual stocks, including Catalyst/Millburn Hedge Strategy Fund Class I (MBXIX), but the STOCK Act of 2012 requires them to publicly disclose each transaction within 45 days. Quantellect tracks those disclosures; this page does not imply the trade was improper.
When did Thomas R. Carper sell MBXIX?
Thomas R. Carper disclosed a sale of $1,001 - $15,000 of Catalyst/Millburn Hedge Strategy Fund Class I (MBXIX) on July 9, 2020, according to public STOCK Act filings.
How has MBXIX performed since Thomas R. Carper's trade?
Since Thomas R. Carper sold MBXIX on July 9, 2020, the stock is up +15.14%, versus +151.32% for the S&P 500 over the same period, an outperformance of -136.17%.
How many times has Thomas R. Carper traded MBXIX?
Thomas R. Carper has disclosed 7 MBXIX trades since 2020 (2 purchases and 5 sales). Every disclosed trade is listed on this page.
How soon must members of Congress disclose a trade?
Under the STOCK Act, members of Congress must publicly report a covered transaction within 45 days of the trade. Filings can still be delayed, amended, or contain errors.
Where can I see all congressional MBXIX trades?
Quantellect tracks every disclosed congressional trade in Catalyst/Millburn Hedge Strategy Fund Class I (MBXIX) on the Catalyst/Millburn Hedge Strategy Fund Class I congressional trading page, which aggregates filings across all members of Congress.
Thomas R. Carper's MBXIX tradesAll congressional filings for Catalyst/Millburn Hedge Strategy Fund Class IThomas R. Carper's full profile
Not investment advice. Congressional trading data is sourced from public STOCK Act disclosures, which are filed with a delay and may contain errors or be revised. Estimated prices and post-trade returns are derived algorithmically from public filings and end-of-day market data and describe historical activity, not a recommendation. Always do your own research and consult a licensed financial advisor before making investment decisions.