Kelly, Mike
House · Republican · Pennsylvania-16Transparency grade C
Committee on Ways and Means
Disclosed trades
37
Buys / sells
12 / 20
Disclosed volume
$1.9M
bracket midpoints
Avg filing delay
42 days
trade date to filing date
Late filings
16%
past the 45-day deadline
Active since
Jan 1, 2024
+10.9%
disclosed trades
+12.1%
SPY same dollars, same dates
+13.1%
SPY calendar YTD
-1.1%
alpha vs timing-matched benchmark
Methodology: disclosed dollar ranges at bracket midpoints; purchases open positions at the trade-date price and disclosed sales close them first-in-first-out at the sale-date price. Alpha compares against SPY holding the same dollars over the same dates, so market timing is held constant. As of Aug 31, 2026. Exact amounts and execution prices are not disclosed under the STOCK Act — these are estimates by construction.
Reconstructed portfolioas of Aug 31, 2026 · estimates from disclosed trades
| Ticker | Est. value | Cost basis (midpoints) | First acquired | Open lots |
|---|---|---|---|---|
| ST | $197K | $165K | Aug 28, 2024 | 2 |
| B | $111K | $75K | Oct 21, 2025 | 1 |
| R | $84K | $75K | Apr 8, 2026 | 1 |
| F | $82K | $75K | Nov 19, 2025 | 1 |
| MET | $45K | $33K | Mar 11, 2026 | 1 |
| TX | $43K | $33K | Jan 20, 2026 | 1 |
| C | $34K | $33K | May 27, 2026 | 1 |
| EDU | $32K | $33K | Feb 23, 2026 | 1 |
| SVC | $24K | $33K | Feb 19, 2026 | 1 |
Showing all 9 reconstructed positions · est. total $653K. Reconstructed FIFO from disclosed purchases and sales at bracket midpoints — positions opened before the 3-year reconstruction window are not visible to this method.
Most traded tickers
| Ticker | Name | Trades | Buys | Sells | Disclosed volume | Last trade |
|---|---|---|---|---|---|---|
| ST | Mississippi St Ref GO P/R 10/1/27 5% due 10/1/31 [GS] | 9 | 2 | 3 | $431K | Jul 1, 2026 |
| COOK | Cook Cnty IL Ser A Go 5% due 11/15/2028 [GS] | 1 | 0 | 1 | $175K | Feb 5, 2026 |
| HLMEX | Harding Loevner Institutional EM (HLMEX) [OT] | 1 | 0 | 1 | $175K | Jun 18, 2025 |
| REF | Arizona St Transprtn Brd Highw Ref Rev Call 7/1/26 @100 .05% due 7/1/29 [GS] | 1 | 0 | 1 | $175K | Mar 18, 2026 |
| SAN | San Antonio TX Elec & Gas due 2/1/25 [GS] | 1 | 0 | 1 | $175K | Jul 31, 2024 |
| B | Maryland St Dept of Transport Ser B Rev 5% due 10/1/32 [GS] | 1 | 1 | 0 | $75K | Oct 21, 2025 |
| F | Tarrant Cnty TX Cultural Edu F Ascension Rev var % due 11/15/51 [GS] | 1 | 1 | 0 | $75K | Nov 19, 2025 |
| R | Colorado St Hlth Facs Auth Rev R [GS] | 1 | 1 | 0 | $75K | Apr 8, 2026 |
| BMY | Bristol-Myers Squibb Company Common Stock (BMY) [ST] | 1 | 0 | 1 | $33K | May 7, 2026 |
| C | Southeast Energy Authority A C Ser E Rev Call 7/1/30 - 5% due 10/1/30 [GS] | 1 | 1 | 0 | $33K | May 27, 2026 |
Recent disclosed tradesamounts are disclosed ranges
| Traded | Asset | Type | Amount | Filed | Source |
|---|---|---|---|---|---|
| Jul 17, 2026 | 2000166568 SP California Cmnty Choice Fing & Clean Ener 5% due 10/1/2034% [GS] | Purchase | $50K - $100K | Aug 12, 2026 | filing |
| Jul 17, 2026 | DISWalt Disney Company (DIS) [ST] | Sale | $1K - $15K | Aug 12, 2026 | filing |
| Jul 17, 2026 | PEPPepsico, Inc. (PEP) [ST] | Sale | $15K - $50K | Aug 12, 2026 | filing |
| Jul 17, 2026 | ABTAbbott Laboratories Common Stock (ABT) [ST] | Sale | $1K - $15K | Aug 12, 2026 | filing |
| Jul 1, 2026 | STFlorida St Hsg Fin Corp Rev 3% due 7/1/52 [GS] | Sale | $1K - $15K | Aug 12, 2026 | filing |
| Jun 1, 2026 | STCalifornia St Go Call 12/1/27 4% due 12/1/47 [GS] | Sale | $1K - $15K | Jul 8, 2026 | filing |
| May 27, 2026 | CSoutheast Energy Authority A C Ser E Rev Call 7/1/30 - 5% due 10/1/30 [GS] | Purchase | $15K - $50K | Jun 11, 2026 | filing |
| May 7, 2026 | CMCSAComcast Corporation - Class A Common Stock (CMCSA) [ST] | Sale | $1K - $15K | Jun 11, 2026 | filing |
| May 7, 2026 | BMYBristol-Myers Squibb Company Common Stock (BMY) [ST] | Sale | $15K - $50K | Jun 11, 2026 | filing |
| Apr 8, 2026 | RColorado St Hlth Facs Auth Rev R [GS] | Purchase | $50K - $100K | May 20, 2026 | filing |
| Mar 18, 2026 | REFArizona St Transprtn Brd Highw Ref Rev Call 7/1/26 @100 .05% due 7/1/29 [GS] | Sale | $100K - $250K | Apr 7, 2026 | filing |
| Mar 11, 2026 | METMinneapolis-Saint Paul MN Met Sub- Ser A Rev Call 7/1/29 5% Due 1/1/34 [GS] | Purchase | $15K - $50K | Apr 7, 2026 | filing |
| Feb 23, 2026 | EDURhode Island St Hith & Edu Brown Ser 2026 [GS] | Purchase | $15K - $50K | Mar 12, 2026 | filing |
| Feb 19, 2026 | SVCSouth Carolina St Public Svc A Ser C Rev 5% due12/01/33 [GS] | Purchase | $15K - $50K | Mar 12, 2026 | filing |
| Feb 5, 2026 | COOKCook Cnty IL Ser A Go 5% due 11/15/2028 [GS] | Sale | $100K - $250K | Mar 12, 2026 | filing |
| Jan 20, 2026 | TXN TX Tollway Auth Revenue Second Tie Rev 5% due 1/1/34 [GS] | Purchase | $15K - $50K | Feb 12, 2026 | filing |
| Jan 2, 2026 | BONFlorida St Hsg Fin Corp Revenue Social Bon Rev Call 07/01/30 3% due 7/1/52 [GS] | Sale | $1K - $15K | Feb 12, 2026 | filing |
| Dec 1, 2025 | STCalifornia St Go Call 12/1/27 4% due 12/1/47 [GS] | Sale | $1K - $15K | Jan 8, 2026 | filing |
| Nov 19, 2025 | FTarrant Cnty TX Cultural Edu F Ascension Rev var % due 11/15/51 [GS] | Purchase | $50K - $100K | Dec 9, 2025 | filing |
| Oct 21, 2025 | BMaryland St Dept of Transport Ser B Rev 5% due 10/1/32 [GS] | Purchase | $50K - $100K | Nov 11, 2025 | filing |
| Jul 17, 2025 | California Cmnty Choice Fing & Clean Ener 5% due 10/1/2034% [GS] | Purchase | $50K - $100K | Aug 12, 2026late | filing |
| Jul 1, 2025 | STFlorida St Hsg Fin Corp Rev due 7/1/52 [GS] | Sale | $1K - $15K | Aug 12, 2025 | filing |
| Jun 20, 2025 | XUnited States Steel Corporation Common Stock (X) [ST] | Sale | $15K - $50K | Jul 9, 2025 | filing |
| Jun 18, 2025 | HLMEXHarding Loevner Institutional EM (HLMEX) [OT] | Sale | $100K - $250K | Jul 9, 2025 | filing |
| Jan 2, 2025 | STFlorida St Heg Fin Corp Rev due 7/1/52 [GS] | Sale | $1K - $15K | Feb 14, 2025 | filing |
Showing 25 of 37 disclosed trades · open the full history in the workspace — free account
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