Trade of the BUY BLK · Shelley M Capito
BlackRock, Inc.
Looks like ordinary portfolio activity
| Inside their committee's jurisdiction |
|
0/32 |
| Isolated decision, not a bulk rebalance |
|
20/22 |
|
Small, thinly-followed company
Nobody needs inside information to buy a mega-cap.
|
|
2/10 |
| Committee chair or ranking member |
|
8/8 |
|
A name they had never held before
A first purchase is a decision; the ninth purchase of the same holding is a standing order.
|
|
8/8 |
| Member's own account |
|
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 34 days Towards the 45-day statutory limit.
How this position ended
| Sold | Held | Return | vs S&P | |
|---|---|---|---|---|
| 17 Oct 2022 | 587 d | -18.4% | -15.5% | 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.
Not in the strategy. Either this purchase falls outside the member's committee jurisdiction, or the security has no usable price history to trade against.
This filing disclosed 6 transactions in total, of which 3 share this trade date (09 Mar 2021).
Few other trades share this date, so this reads as a discrete decision rather than a portfolio sweep.
Filed 12 Apr 2021 · source PDF
Price
52-week range $917.73 – $1183.47. The marker is the entry: the first market open after this filing became public.
BlackRock, Inc.
BlackRock, Inc. is a publicly owned investment manager. The firm primarily provides its services to institutional, intermediary, and individual investors including corporate, public, union, and industry pension plans, insurance companies, third-party mutual funds, endowments, public institutions, governments, foundations, charities, sovereign wealth funds, corporations, official institutions, and banks. It also provi…
| Sector | Financial Services |
| Industry | Asset Management |
| Analyst range | $1190 – $1488 |
| Employees | 26,200 |
| Instrument | ST |
| Jurisdiction tags | financials |
Outside this member's committee jurisdiction (defense, energy, healthcare, industrials, materials, technology, telecom, transport, utilities).
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 | +4.3% | -0.3% | +4.6% |
| 3m | +13.4% | +6.2% | +7.2% |
| 6m | +4.9% | +6.1% | -1.2% |
| 12m 1yr | -9.2% | +9.1% | -18.4% |
| 18m | -27.2% | -9.1% | -18.0% |
| 24m | -12.5% | +3.5% | -16.0% |
| 36m | +2.4% | +29.8% | -27.4% |
| 48m | +20.6% | +37.3% | -16.8% |
| 60m 5yr | +43.4% | +78.5% | -35.1% |
| now 64.0 mo | +62.5% | +101.1% | -38.6% |
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. Every window has closed, so this trade is fully settled.
Other congressional trades in BLK
| Grade | Date | Member | Side | Amount |
|---|---|---|---|---|
| E | 14 Jul 2026 | John J Mr McGuire III | sale | $1,001 - $15,000 |
| E | 10 Jul 2026 | John J Mr McGuire III | sale partial | $1,001 - $15,000 |
| D | 07 Jul 2026 | John McGuire | sale partial | $1,001 - $15,000 |
| E | 12 Jun 2026 | Richard Dean Dr McCormick | sale partial | $1,001 - $15,000 |
| E | 19 Mar 2026 | Richard Dean Dr McCormick | purchase | $1,001 - $15,000 |
| D | 10 Feb 2026 | Shelley M Capito | sale partial | $1,001 - $15,000 |
| E | 05 Nov 2025 | Richard Dean Dr McCormick | purchase | $1,001 - $15,000 |
| D | 14 Oct 2025 | Lisa McClain | sale | $1,001 - $15,000 |
| E | 23 Sep 2025 | Valerie Hoyle | sale | $1,001 - $15,000 |
| D | 18 Sep 2025 | Richard Dean Dr McCormick | sale partial | $1,001 - $15,000 |
| E | 18 Aug 2025 | Dan Newhouse | sale partial | $1,001 - $15,000 |
| E | 11 Aug 2025 | Julie Johnson | sale | $1,001 - $15,000 |
| D | 04 Aug 2025 | Shelley M Capito | sale partial | $1,001 - $15,000 |
| E | 22 Jul 2025 | Julie Johnson | sale partial | $1,001 - $15,000 |
| D | 16 Jul 2025 | Lisa McClain | purchase | $1,001 - $15,000 |
| D | 11 Jul 2025 | Ritchie John Torres | sale | $1,001 - $15,000 |
| E | 12 May 2025 | Jefferson Shreve | sale | $50,001 - $100,000 |
| E | 08 May 2025 | Jefferson Shreve | sale partial | $50,001 - $100,000 |
| E | 11 Apr 2025 | Dan Newhouse | sale partial | $1,001 - $15,000 |
| D | 09 Apr 2025 | Josh Gottheimer | sale partial | $1,001 - $15,000 |
| E | 07 Apr 2025 | Jefferson Shreve | purchase | $50,001 - $100,000 |
| B | 01 Apr 2025 | Josh Gottheimer | sale partial | $1,001 - $15,000 |
| E | 31 Mar 2025 | Jefferson Shreve | purchase | $50,001 - $100,000 |
| E | 27 Mar 2025 | Greg Landsman | sale | $1,001 - $15,000 |
| E | 18 Mar 2025 | Sheri Biggs | sale partial | $15,001 - $50,000 |