Elected Trades

All politicians

Roger W Marshall

Estimate as of Oct 26, 2026

Republican · Marshall, Roger (Senator)

Wikipedia biography ↗Years Elected: About 9.8Rank: #114

Service dates

Federal elected service; earlier service not yet verified.

Estimated public-equity portfolio performance

1 year

10.48%

Cumulative estimated return

SPY: 13.01%
Outperformance: -2.53 percentage points

2025-10-24 – 2026-10-26

Missing information
  • 54 rows without a saved price.
  • 2 sales exceeding observed holdings (unmatched amount omitted).
  • 673 annual source rows remain unresolved or superseded; excluded from usable transactions.

3 years

15.25%

Cumulative estimated return

SPY: 85.52%
Outperformance: -70.27 percentage points

2023-10-26 – 2026-10-26

Missing information
  • 54 rows without a saved price.
  • 2 sales exceeding observed holdings (unmatched amount omitted).
  • 673 annual source rows remain unresolved or superseded; excluded from usable transactions.

5 years

8.22%

Cumulative estimated return

SPY: 67.86%
Outperformance: -59.64 percentage points

2021-10-26 – 2026-10-26

Missing information
  • 54 rows without a saved price.
  • 2 sales exceeding observed holdings (unmatched amount omitted).
  • 673 annual source rows remain unresolved or superseded; excluded from usable transactions.

As of Oct 26, 2026. 20 parsed trades. Ranks use three-year return.

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, 2025. Original disclosure ↗. These are reported positions, not a live account balance.

AssetOwnerReported valuePurchasedPurchase priceLast closeCurrent ROI
No individual public-equity holdings are identified in this disclosure.

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 Oct 26, 2026
AssetOwnerEstimated unitsEstimated value
BABA - Alibaba Group Holding Limited American Depositarydependent2.148412323293086409143642848215.38
CVX - Chevron Corporation Common Stockdependent94.7365304914150384843102427521979.82
DIS - Walt Disney Company (The) Common Stockdependent44.157743680317915884755491784875.01
MCD - McDonald's Corporation Common Stockdependent37.284462671264796346351011289352.06
MSFT - Microsoft Corporation - Common Stockdependent2.2479992806402301951263375601197.28
PFE - Pfizer, Inc. Common Stockdependent217.34582993751697908177125786474.73
ROKU - Roku, Inc. - Class A Common Stockdependent1.505933377507379073549786157236.78
VTRS - Viatris Inc. - Common Stockdependent26.68089647812166488794023479487.99
YETI Holdings, Inc. (YETI) [ST]dependent19.4021293039121628824219166845.35

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. Unreconciled annual schedules and unmatched or ambiguous activity are omitted here.

TickerOwnerPurchase datePurchase priceSale dateSale priceReturn
No completed purchase/sale matches are available from the collected records.

All trades

0 public-equity trades. Annual rows are labeled as reconciled or unresolved; unresolved rows are excluded from usable transactions and scores. Superseded and unresolved reports remain in the disclosures below.

Clear Filters

No accepted public-equity trades are available yet.

All disclosures

26 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.

FiledReportHoldings dateAvailability
Aug 11, 2026Roger W Marshall — Annual Report for CY 2025
Annual
Dec 31, 2025Needs review
Mar 18, 2026Roger W Marshall — Annual Report for 2025 Due Date Extension 1
Annual
Not establishedParsed
Aug 11, 2025Roger W Marshall — Annual Report for CY 2024
Annual
Dec 31, 2024Needs review
Mar 21, 2025Roger W Marshall — Annual Report for 2024 Due Date Extension 1
Annual
Not establishedParsed
Aug 13, 2024Roger W Marshall — Annual Report for CY 2023
Annual
Dec 31, 2023Needs review
Mar 21, 2024Roger W Marshall — Annual Report for 2023 Due Date Extension 1
Annual
Not establishedParsed
Sep 6, 2023Roger W Marshall — Periodic Transaction Report for 09/06/2023
Ptr
Not establishedParsed
Aug 18, 2023ROGER W MARSHALL — Annual Report (Amendment)
Annual · Amendment awaiting reconciliation
Not establishedNeeds review
Aug 14, 2023Roger W Marshall — Annual Report for CY 2022
Annual
Dec 31, 2022Needs review
Mar 16, 2023Roger W Marshall — Annual Report for 2022 Due Date Extension 1
Annual
Not establishedParsed
Aug 10, 2022Roger W Marshall — Annual Report for CY 2021
Annual
Dec 31, 2021Needs review
Aug 10, 2022Roger W Marshall — Annual Report for CY 2020 (Amendment 2)
Annual · Amendment awaiting reconciliation
Dec 31, 2020Needs review
Mar 22, 2022Roger W Marshall — Annual Report for 2021 Due Date Extension 1
Annual
Not establishedParsed
Nov 18, 2021Roger W Marshall — Annual Report for CY 2020 (Amendment 1)
Annual · Amendment awaiting reconciliation
Dec 31, 2020Needs review
Sep 28, 2021Roger W. Marshall — PTR filed 2021-09-28
Ptr
Not establishedNeeds review
Sep 24, 2021Roger W. Marshall — Financial disclosure (A) filed 2021-09-24
Financial
Not establishedNeeds review
Aug 13, 2021Roger W Marshall — Annual Report for CY 2020
Annual
Dec 31, 2020Needs review
Aug 13, 2021Roger W Marshall — Periodic Transaction Report for 08/13/2021
Ptr
Not establishedParsed
Apr 12, 2021Roger W Marshall — Annual Report for 2020 Due Date Extension 1
Annual
Not establishedParsed
Feb 19, 2021Roger W. Marshall — Financial disclosure (E) filed 2021-02-19
Financial
Not establishedNeeds review
Oct 13, 2020Roger W. Marshall — PTR filed 2020-10-13
Ptr
Not establishedParsed
Aug 13, 2020Roger W. Marshall — Annual report filed 2020-08-13
Annual
Dec 31, 2019Needs review
Jul 2, 2020Roger W. Marshall — PTR filed 2020-07-02
Ptr
Not establishedParsed
Jun 3, 2020Roger W. Marshall — PTR filed 2020-06-03
Ptr
Not establishedParsed
Apr 15, 2020Roger W. Marshall — Financial disclosure (X) filed 2020-04-15
Financial
Not establishedParsed
Jan 9, 2020Roger W. Marshall — PTR filed 2020-01-09
Ptr
Not establishedParsed