Trade of the BUY CSCO · Shelley M Capito
Cisco Systems Inc
Mixed signals
| Inside their committee's jurisdiction |
|
32/32 |
| Isolated decision, not a bulk rebalance |
|
19/22 |
|
Small, thinly-followed company
Nobody needs inside information to buy a mega-cap.
|
|
0/10 |
| Committee chair or ranking member |
|
8/8 |
| Member's own account |
|
0/8 |
|
A name they had never held before
A first purchase is a decision; the ninth purchase of the same holding is a standing order.
|
|
0/8 |
|
Unusually large for this member
Against their own median trade, not an absolute threshold - and capped, because trades beyond 3x did worse, not better.
|
|
0/6 |
| Position size |
|
0/3 |
| Leveraged instrument (option) |
|
0/3 |
A high grade is not an allegation. Every input is public, and buying into an industry you work on daily is ordinary expertise. What the trade actually returned is deliberately excluded from this score and shown separately below.
It is also not a forecast. Measured across every settled trade, A-graded ones did not beat E-graded ones to any significant degree — the method page prints the table. This score says a trade looks like a decision rather than administration, and nothing more.
The filing it came from
filed in 42 days Towards the 45-day statutory limit.
How this position ended
| Sold | Held | Return | vs S&P | |
|---|---|---|---|---|
| 21 Jul 2026 | 963 d | +148.7% | +80.1% | part of the holding |
Closed by the member. What the member did afterwards, for context. The strategy does not act on it: exiting when members disclose selling cost 6.50 points against holding the full twelve months.
This one is in the strategy. It is an in-remit purchase, so it enters the book on the first market open after the filing appeared and is held for 365 days regardless of what the member does next.
This filing disclosed 14 transactions in total, of which 4 share this trade date (01 Dec 2023).
Filed 12 Jan 2024 · source PDF
Price
52-week range $64.86 – $129.52. The marker is the entry: the first market open after this filing became public.
Cisco Systems, Inc.
Cisco Systems, Inc. designs, develops, and sells technologies that help to power, secure, and draw insights from the internet in the Americas, Europe, the Middle East, Africa, the Asia Pacific, Japan, and China. The company offers data center switching; network security, identity and access management, and secure access service edge; threat intelligence, detection, and response solutions; interconnects public and pri…
| Sector | Technology |
| Industry | Communication Equipment |
| Analyst range | $115 – $150 |
| Employees | 86,200 |
| Instrument | ST |
| Jurisdiction tags | technology |
Inside this member's remit. Their committees cover defenseenergyhealthcareindustrialsmaterialstechnologytelecomtransportutilities
Expressing this with options
An illustration, not a recommendation: the nearest listed expiry to a twelve-month horizon, struck near the money. Chains are live — Yahoo publishes no historical chains, so this is priced today, not when the filing was made, and the move it describes may already have happened.
Loading chain…
Outcome
| Held | This trade | S&P 500 | Alpha |
|---|---|---|---|
| 1m | -2.4% | +5.6% | -8.0% |
| 3m | -3.9% | +6.3% | -10.1% |
| 6m | -4.0% | +19.6% | -23.7% |
| 12m 1yr | +23.1% | +26.3% | -3.2% |
| 18m | +42.0% | +34.6% | +7.4% |
| 24m | +58.2% | +49.3% | +9.0% |
| now 30.8 mo | +161.1% | +67.8% | +93.3% |
| 36m | — | — | — |
| 48m | — | — | — |
| 60m 5yr | — | — | — |
Measured from the first open after disclosure — the earliest anyone reading this could have acted. The highlighted now row sits at its true place in the sequence, so where it falls tells you how long the position has run. The last 3 rows are blank because those windows have not closed yet: this trade was entered 16 Jan 2024, so anything longer than that is still running.
Other congressional trades in CSCO
| Grade | Date | Member | Side | Amount |
|---|---|---|---|---|
| C | 21 Jul 2026 | Shelley M Capito | sale partial | $1,001 - $15,000 |
| C | 12 Jun 2026 | Richard Dean Dr McCormick | sale partial | $1,001 - $15,000 |
| C | 12 Jun 2026 | Richard Dean Dr McCormick | sale partial | $1,001 - $15,000 |
| E | 27 Mar 2026 | Alan Armstrong | purchase | $15,001 - $50,000 |
| E | 19 Mar 2026 | Maria Elvira Salazar | purchase | $1,001 - $15,000 |
| E | 19 Mar 2026 | Maria Elvira Salazar | purchase | $15,001 - $50,000 |
| E | 02 Feb 2026 | Julia Letlow | purchase | $1,001 - $15,000 |
| E | 09 Jan 2026 | Gilbert Cisneros | purchase | $1,001 - $15,000 |
| C | 05 Nov 2025 | Richard Dean Dr McCormick | purchase | $1,001 - $15,000 |
| D | 28 Oct 2025 | Linda T. Sanchez | sale | $1,001 - $15,000 |
| C | 10 Oct 2025 | Jared Moskowitz | purchase | $1,001 - $15,000 |
| D | 10 Oct 2025 | Jared Moskowitz | purchase | $1,001 - $15,000 |
| C | 10 Oct 2025 | Jared Moskowitz | purchase | $15,001 - $50,000 |
| E | 23 Sep 2025 | Valerie Hoyle | sale | $1,001 - $15,000 |
| E | 04 Aug 2025 | Lisa McClain | sale | $1,001 - $15,000 |
| E | 22 Jul 2025 | Lisa McClain | purchase | $1,001 - $15,000 |
| E | 30 Jun 2025 | Cleo Fields | purchase | $50,001 - $100,000 |
| D | 17 Jun 2025 | Julia Letlow | purchase | $1,001 - $15,000 |
| C | 16 Jun 2025 | Scott Scott Franklin | sale | $1,001 - $15,000 |
| E | 12 May 2025 | Jefferson Shreve | sale | $50,001 - $100,000 |
| D | 09 Apr 2025 | Josh Gottheimer | sale partial | $1,001 - $15,000 |
| C | 18 Mar 2025 | Sheri Biggs | sale | $15,001 - $50,000 |
| C | 21 Feb 2025 | Josh Gottheimer | sale partial | $1,001 - $15,000 |
| D | 14 Jan 2025 | John Boozman | sale | $1,001 - $15,000 |
| D | 07 Jan 2025 | Marco Rubio | sale | $1,001 - $15,000 |