1 year
-30.41%
Cumulative estimated return
SPY: 14.60%
Outperformance: -45.01 percentage points
2025-09-15 – 2026-09-15
Missing information
- 4 rows without a saved price.
Carolyn Bourdeaux
Updated Sep 14, 2026Democrat · House GA
Wikipedia biography ↗Years Elected: About 2.0Rank: Unranked
Service dates
Federal elected service; earlier service not yet verified.
- Jan 3, 2021 – Jan 3, 2023
Estimated public-equity portfolio performance
3 years
19.37%
Cumulative estimated return
SPY: 70.83%
Outperformance: -51.46 percentage points
2023-09-15 – 2026-09-15
Missing information
- 4 rows without a saved price.
5 years
11.43%
Cumulative estimated return
SPY: 69.11%
Outperformance: -57.68 percentage points
2021-09-15 – 2026-09-15
Missing information
- 4 rows without a saved price.
As of Sep 15, 2026. 0 parsed trades. Ranks use three-year return. Not ranked: fewer than 10 parsed trades.
How estimates are calculated
Returns use correctly parsed individual-stock holdings, purchases and sales, with Tradier prices for unsold positions. Bounded reported amounts use their midpoint; trades reported as “over $5 million” use $5 million. Daily returns exclude cash contributions and holdings-value reconciliations. Sale proceeds remain as cash. Unparsed records and entries without usable amounts or prices are omitted; no missing trades or holdings are invented. Sales can only reduce observed holdings. The dates on each card show the available calculation period, which can be shorter than the requested period. These are estimates of the parsed portion of the portfolio, not verified brokerage returns.
Current holdings
Last reported holdings valued Dec 31, 2021. Original disclosure ↗. These are reported positions, not a live account balance.
This extraction is incomplete or awaiting reconciliation. The source may contain additional holdings.
| Asset | Owner | Reported value | Purchased | Purchase price | Last close | Current ROI |
|---|---|---|---|---|---|---|
| EXPGF | Spouse | $100,001 - $250,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| JSNSF | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| MCO | Spouse | $100,001 - $250,000 | Unavailable | Unavailable | $467.16Sep 15, 2026 | Unavailable |
| ORCL | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $140.35Sep 15, 2026 | Unavailable |
| TRU | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| VRSK | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $180.08Sep 15, 2026 | Unavailable |
ROI is the price change from the latest matched, unsold purchase to the last stored close, as on the ticker page. Purchase prices are that day’s closing prices. Missing acquisition or price evidence is unavailable; dividends are excluded.
Estimated positions as of Sep 15, 2026
| Asset | Owner | Estimated units | Estimated value |
|---|---|---|---|
| Fidelity Brokerage Account 2 ⇒ Moody's Corporation (MCO) [ST] | spouse | 448.0528956935839008653796917 | 209312.39 |
| Fidelity Brokerage Account 2 ⇒ TransUnion (TRU) [ST] | spouse | 67.46921909259571597233934896 | 5196.48 |
Completed trades
Estimated purchase/sale matches from accepted transaction reports. Closing prices and reported amount midpoints estimate shares, with oldest purchases matched first within the same stock, owner and disclosed account. A row may represent a partial sale. These are price returns, not verified execution prices or brokerage returns; dividends are excluded. Annual schedules and unmatched or ambiguous activity are omitted here.
| Ticker | Owner | Purchase date | Purchase price | Sale date | Sale price | Return |
|---|---|---|---|---|---|---|
| No completed purchase/sale matches are available from the collected records. | ||||||
All trades
0 public-equity trades. Annual schedule rows are labeled because they may repeat transaction reports. Superseded and unresolved reports remain in the disclosures below.
No accepted public-equity trades are available yet.
All disclosures
7 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.
| Filed | Report | Holdings date | Availability |
|---|---|---|---|
| May 3, 2023 | Carolyn Bourdeaux — Financial disclosure (T) filed 2023-05-03 Financial | Not established | Needs review |
| Jan 16, 2023 | Carolyn Bourdeaux — Financial disclosure (X) filed 2023-01-16 Financial | Not established | Parsed |
| Aug 12, 2022 | Carolyn Bourdeaux — Annual report filed 2022-08-12 Annual | Dec 31, 2021 | Needs review |
| May 7, 2022 | Carolyn Bourdeaux — Financial disclosure (X) filed 2022-05-07 Financial | Not established | Parsed |
| Aug 13, 2021 | Carolyn Bourdeaux — Financial disclosure (H) filed 2021-08-13 Financial | Dec 31, 2020 | Parsed |
| Apr 26, 2021 | Carolyn Bourdeaux — Financial disclosure (X) filed 2021-04-26 Financial | Not established | Parsed |
| May 15, 2020 | Carolyn Bourdeaux — Financial disclosure (C) filed 2020-05-15 Financial | Apr 30, 2020 | Parsed |