1 year
4.39%
Cumulative estimated return
SPY: 14.60%
Outperformance: -10.21 percentage points
2025-09-15 – 2026-09-15
Missing information
- 7 trades outside the available price history.
- 24 rows without a saved price.
Kathy Castor
Updated Sep 14, 2026Democrat · House FL14
Wikipedia biography ↗Years Elected: About 19.7Rank: #64
Service dates
Federal elected service; earlier service not yet verified.
- Jan 4, 2007 – Jan 3, 2009
- Jan 6, 2009 – Jan 3, 2011
- Jan 5, 2011 – Jan 3, 2015
- Jan 6, 2015 – Sep 16, 2026
Estimated public-equity portfolio performance
3 years
36.74%
Cumulative estimated return
SPY: 70.83%
Outperformance: -34.09 percentage points
2023-09-15 – 2026-09-15
Missing information
- 7 trades outside the available price history.
- 24 rows without a saved price.
5 years
80.82%
Cumulative estimated return
SPY: 69.11%
Outperformance: 11.71 percentage points
2021-09-15 – 2026-09-15
Missing information
- 7 trades outside the available price history.
- 24 rows without a saved price.
As of Sep 15, 2026. 23 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.
This extraction is incomplete or awaiting reconciliation. The source may contain additional holdings.
| Asset | Owner | Reported value | Purchased | Purchase price | Last close | Current ROI |
|---|---|---|---|---|---|---|
| BRK.B | Joint | $250,001 - $500,000 | Unavailable | Unavailable | $516.76Sep 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 |
|---|---|---|---|
| Vanguard Joint Retirement ⇒ Berkshire Hathaway Inc. New (BRK.B) [ST] | joint | 746.0469511588580523226897444 | 385527.22 |
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
4 public-equity trades. Annual schedule rows are labeled because they may repeat transaction reports. Superseded and unresolved reports remain in the disclosures below.
| Ticker | Owner | Transaction Type | Trade Date | Found Date |
|---|---|---|---|---|
| BRK.B — Vanguard Joint Retirement ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTR | Jul 15, 2024 | Sep 14, 2026 |
| BRK.B — Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | Joint | Sale (partial) | Jul 15, 2024 | Sep 12, 2026 |
| BRK.B — Vanguard Joint Retirement ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTR | Mar 28, 2024 | Sep 14, 2026 |
| BRK.B — Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | Joint | Sale (partial) | Mar 28, 2024 | Sep 12, 2026 |
All disclosures
29 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.