Trade of the BUY CMCSA · Shelley M Capito
Comcast Corporation
Deliberate position with a committee link
| Inside their committee's jurisdiction |
|
32/32 |
| Isolated decision, not a bulk rebalance |
|
22/22 |
|
Small, thinly-followed company
Nobody needs inside information to buy a mega-cap.
|
|
3/10 |
| 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
2nd member to buy this in 60 days Also bought by Dean Phillips in the 60 days before this filing became public.
filed in 27 days Within the 30-day notification window.
How this position ended
| Sold | Held | Return | vs S&P | |
|---|---|---|---|---|
| 24 Feb 2025 | 1897 d | -4.7% | -107.3% | closed |
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 2 transactions in total, of which 1 share this trade date (16 Dec 2019).
Few other trades share this date, so this reads as a discrete decision rather than a portfolio sweep.
Filed 12 Jan 2020 · source PDF
Price
52-week range $21.92 – $31.68. The marker is the entry: the first market open after this filing became public.
Comcast Corporation
Comcast Corporation operates as a media and technology company worldwide. The company operates through Residential Connectivity & Platforms, Business Services Connectivity, Media, Studios, and Theme Parks segments. Its Residential Connectivity & Platforms segment provides residential broadband and wireless connectivity services, residential and business video services, sky-branded entertainment television networks, a…
| Sector | Communication Services |
| Industry | Telecom Services |
| Analyst range | $21 – $44 |
| Employees | 179,000 |
| Instrument | ST |
| Jurisdiction tags | technologytelecom |
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% | +3.4% | -0.9% |
| 3m | -16.7% | -15.0% | -1.6% |
| 6m | -8.6% | -2.5% | -6.1% |
| 12m 1yr | +13.8% | +18.2% | -4.4% |
| 18m | +32.6% | +37.0% | -4.4% |
| 24m | +18.1% | +49.0% | -30.9% |
| 36m | -7.7% | +27.6% | -35.3% |
| 48m | +5.5% | +55.5% | -50.1% |
| 60m 5yr | -8.0% | +91.8% | -99.8% |
| now 78.9 mo | -26.2% | +158.7% | -184.9% |
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 CMCSA
| Grade | Date | Member | Side | Amount |
|---|---|---|---|---|
| E | 05 Aug 2026 | Kevin Hern | sale | $1,001 - $15,000 |
| E | 16 Jun 2026 | Gilbert Cisneros | purchase | $1,001 - $15,000 |
| D | 07 May 2026 | Mike Kelly | sale | $1,001 - $15,000 |
| E | 14 Apr 2026 | Gilbert Cisneros | sale partial | $15,001 - $50,000 |
| E | 27 Mar 2026 | Alan Armstrong | purchase | $1,001 - $15,000 |
| E | 17 Mar 2026 | Kevin Hern | sale | $15,001 - $50,000 |
| E | 09 Jan 2026 | Gilbert Cisneros | purchase | $1,001 - $15,000 |
| B | 29 Dec 2025 | Angus S King, Jr. | sale | $1,001 - $15,000 |
| D | 18 Dec 2025 | Julie Johnson | sale | $1,001 - $15,000 |
| E | 18 Nov 2025 | Gilbert Cisneros | sale partial | $1,001 - $15,000 |
| D | 13 Nov 2025 | Julie Johnson | sale partial | $1,001 - $15,000 |
| E | 12 Nov 2025 | Gilbert Cisneros | sale partial | $1,001 - $15,000 |
| E | 09 Oct 2025 | Gilbert Cisneros | sale partial | $1,001 - $15,000 |
| E | 23 Sep 2025 | Valerie Hoyle | sale | $1,001 - $15,000 |
| D | 14 Aug 2025 | Julie Johnson | sale partial | $1,001 - $15,000 |
| E | 05 Aug 2025 | Gilbert Cisneros | sale partial | $1,001 - $15,000 |
| C | 04 Aug 2025 | Scott Scott Franklin | sale | $1,001 - $15,000 |
| B | 04 Aug 2025 | Scott Scott Franklin | sale | $1,001 - $15,000 |
| B | 04 Aug 2025 | Scott Scott Franklin | sale | $15,001 - $50,000 |
| E | 12 May 2025 | Jefferson Shreve | sale | $15,001 - $50,000 |
| E | 08 Apr 2025 | Rob Bresnahan | purchase | $15,001 - $50,000 |
| D | 01 Apr 2025 | Julie Johnson | sale | $1,001 - $15,000 |
| E | 31 Mar 2025 | Jefferson Shreve | purchase | $15,001 - $50,000 |
| C | 24 Mar 2025 | George Whitesides | sale | $50,001 - $100,000 |
| D | 19 Mar 2025 | Sheri Biggs | sale | $1,001 - $15,000 |