Mike KellyR
House · PA-16 · Filing since Aug 24, 2023
House Committee on Ways and Means
Disclosed trades
74
Disclosed volume
$75K
range midpoints
Return on matched positions
-48.2%
S&P 500, same days
+45.6%
Excess vs S&P 500
-93.8%
Median holding
905d
Closed positions
—0W / 0L
Bought and sold. Realized: $0
Still held
0.0%0W / 1L
Open at the latest close. Unrealized: −$36K
Matched positions
Buys matched to sells, oldest first| Ticker | Opened | Closed | Size | Return | S&P 500, same days | Excess | Held |
|---|---|---|---|---|---|---|---|
| CLF | Mar 28, 2024 | Open | $75K | -48.2% | +45.6% | -93.8% | 905d |
Latest filings
All 74 →| Asset | Type | Owner | Traded | Filed | Amount | Filing |
|---|---|---|---|---|---|---|
—New Jersey St 19 GO Emer Go 5% due 6/1/28 | Sell | Spouse | Aug 28, 2026 | Sep 8, 2026 | $50,001 - $100,000 | PDF ↗ |
—Mississippi St Ref Go P/R 10/1/27 5% due 10/1/31 | Sell | Spouse | Aug 17, 2026 | Sep 8, 2026 | $50,001 - $100,000 | PDF ↗ |
ABTAbbott Laboratories Common Stock | Sell | Spouse | Jul 17, 2026 | Aug 12, 2026 | $1,001 - $15,000 | PDF ↗ |
PEPPepsico, Inc. | Sell | Spouse | Jul 17, 2026 | Aug 12, 2026 | $15,001 - $50,000 | PDF ↗ |
DISWalt Disney Company | Sell | Spouse | Jul 17, 2026 | Aug 12, 2026 | $1,001 - $15,000 | PDF ↗ |
—California Cmnty Choice Fing & Clean Ener 5% due 10/1/2034% | Buy | Spouse | Jul 17, 2026 | Aug 12, 2026 | $50,001 - $100,000 | PDF ↗ |
—Florida St Hsg Fin Corp Rev 3% due 7/1/52 | Partial sale | Spouse | Jul 1, 2026 | Aug 12, 2026 | $1,001 - $15,000 | PDF ↗ |
—California Cmnty Choice Fing & Clean Ener 5% due 10/1/2034% | Buy | Spouse | Jul 17, 2025 | Aug 12, 2026 | $50,001 - $100,000 | PDF ↗ |
—California St Go Call 12/1/27 4% due 12/1/47 | Sell | Spouse | Jun 1, 2026 | Jul 8, 2026 | $1,001 - $15,000 | PDF ↗ |
—Southeast Energy Authority A C Ser E Rev Call 7/1/30 - 5% due 10/1/30 | Buy | Spouse | May 27, 2026 | Jun 11, 2026 | $15,001 - $50,000 | PDF ↗ |
CMCSAComcast Corporation - Class A Common Stock | Sell | Spouse | May 7, 2026 | Jun 11, 2026 | $1,001 - $15,000 | PDF ↗ |
BMYBristol-Myers Squibb Company Common Stock | Sell | Spouse | May 7, 2026 | Jun 11, 2026 | $15,001 - $50,000 | PDF ↗ |
—Colorado St Hlth Facs Auth Rev R | Buy | Spouse | Apr 8, 2026 | May 20, 2026 | $50,001 - $100,000 | PDF ↗ |
—Arizona St Transprtn Brd Highw Ref Rev Call 7/1/26 @100 .05% due 7/1/29 | Sell | Spouse | Mar 18, 2026 | Apr 7, 2026 | $100,001 - $250,000 | PDF ↗ |
—Minneapolis-Saint Paul MN Met Sub- Ser A Rev Call 7/1/29 5% Due 1/1/34 | Buy | Spouse | Mar 11, 2026 | Apr 7, 2026 | $15,001 - $50,000 | PDF ↗ |
—Rhode Island St Hith & Edu Brown Ser 2026 | Buy | Spouse | Feb 23, 2026 | Mar 12, 2026 | $15,001 - $50,000 | PDF ↗ |
—South Carolina St Public Svc A Ser C Rev 5% due12/01/33 | Buy | Spouse | Feb 19, 2026 | Mar 12, 2026 | $15,001 - $50,000 | PDF ↗ |
—Cook Cnty IL Ser A Go 5% due 11/15/2028 | Sell | Spouse | Feb 5, 2026 | Mar 12, 2026 | $100,001 - $250,000 | PDF ↗ |
—N TX Tollway Auth Revenue Second Tie Rev 5% due 1/1/34 | Buy | Spouse | Jan 20, 2026 | Feb 12, 2026 | $15,001 - $50,000 | PDF ↗ |
—Florida St Hsg Fin Corp Revenue Social Bon Rev Call 07/01/30 3% due 7/1/52 | Partial sale | Spouse | Jan 2, 2026 | Feb 12, 2026 | $1,001 - $15,000 | PDF ↗ |
—California St Go Call 12/1/27 4% due 12/1/47 | Partial sale | Spouse | Dec 1, 2025 | Jan 8, 2026 | $1,001 - $15,000 | PDF ↗ |
—Seattle WA Muni Light & Pw Ser C Rev 5% due 9/1/26 | Sell | Spouse | Nov 20, 2025 | Dec 9, 2025 | $50,001 - $100,000 | PDF ↗ |
—Tarrant Cnty TX Cultural Edu F Ascension Rev var % due 11/15/51 | Buy | Spouse | Nov 19, 2025 | Dec 9, 2025 | $50,001 - $100,000 | PDF ↗ |
—Maryland St Dept of Transport Ser B Rev 5% due 10/1/32 | Buy | Spouse | Oct 21, 2025 | Nov 11, 2025 | $50,001 - $100,000 | PDF ↗ |
—Indiana St Fin Auth Revenue Ser B Rev 5% due 2/1/26 | Sell | Spouse | Oct 17, 2025 | Nov 11, 2025 | $50,001 - $100,000 | PDF ↗ |
—Seattle WA Muni Light & Pw Ser C Rev 5% due 9/1/26 | Partial sale | Spouse | Oct 17, 2025 | Nov 11, 2025 | $15,001 - $50,000 | PDF ↗ |
—Illinois St Toll Highway Auth Senior- Ser Rev 5% due 1/1/27 | Partial sale | Spouse | Sep 30, 2025 | Oct 9, 2025 | $15,001 - $50,000 | PDF ↗ |
—Volusia Cnty FL Eductnl Fac Au Embry Riddle 5% due 10/15/31 | Buy | Spouse | Jul 31, 2025 | Aug 12, 2025 | $15,001 - $50,000 | PDF ↗ |
—Connecticut St Ser A Go 5% due 1/15/28 | Sell | Spouse | Jul 17, 2025 | Aug 12, 2025 | $15,001 - $50,000 | PDF ↗ |
—Florida St Hsg Fin Corp Rev due 7/1/52 | Partial sale | Spouse | Jul 1, 2025 | Aug 12, 2025 | $1,001 - $15,000 | PDF ↗ |
XUnited States Steel Corporation Common Stock | Sell | Spouse | Jun 20, 2025 | Jul 9, 2025 | $15,001 - $50,000 | PDF ↗ |
HLMEXHarding Loevner Institutional EM | Sell | Spouse | Jun 18, 2025 | Jul 9, 2025 | $100,001 - $250,000 | PDF ↗ |
—California State GO Call 12/1/27 4% due 12/1/47 | Partial sale | Spouse | Jun 12, 2025 | Jul 9, 2025 | $1,001 - $15,000 | PDF ↗ |
XUnited States Steel Corporation Common Stock | Buy | Spouse | Jun 3, 2025 | Jul 9, 2025 | $15,001 - $50,000 | PDF ↗ |
—New York City NY Muni Wtr Fina 2nd General Rev Call 12/15/255% due 6/15/27 | Partial sale | Spouse | Jan 23, 2025 | Feb 14, 2025 | $50,001 - $100,000 | PDF ↗ |
—Fairfax Cnty VA Ser A Go 5% due 10/01/32 | Buy | Spouse | Jan 22, 2025 | Feb 14, 2025 | $100,001 - $250,000 | PDF ↗ |
—Florida St Heg Fin Corp Rev due 7/1/52 | Partial sale | Spouse | Jan 2, 2025 | Feb 14, 2025 | $1,001 - $15,000 | PDF ↗ |
—Mississippi St Ref GO P/R 10/1/27 5% due 10/1/31 | Buy | Spouse | Dec 27, 2024 | Jan 9, 2025 | $15,001 - $50,000 | PDF ↗ |
—California St Go Call 12/1/27 4% due 12/1/47 | Partial sale | Spouse | Dec 2, 2024 | Jan 9, 2025 | $1,001 - $15,000 | PDF ↗ |
—California St Go Call 12/1/27 4% due 12/1/47 | Partial sale | Spouse | Dec 2, 2024 | Dec 12, 2024 | $1,001 - $15,000 | PDF ↗ |
—Miami-Dade Cnty FL Educational Fac Univ of MI Rev 5% due 4/1/31 | Buy | Spouse | Nov 11, 2024 | Dec 12, 2024 | $50,001 - $100,000 | PDF ↗ |
INTCIntel Corporation | Sell | Spouse | Nov 8, 2024 | Dec 12, 2024 | $1,001 - $15,000 | PDF ↗ |
UNPUnion Pacific Corporation Common Stock | Sell | Spouse | Nov 8, 2024 | Dec 12, 2024 | $15,001 - $50,000 | PDF ↗ |
—Michigan St Fin Auth Revenue Ref- Trinit Rev Var% due 12/1/2044 | Sell | Spouse | Oct 31, 2024 | Nov 13, 2024 | $100,001 - $250,000 | PDF ↗ |
—Dallas-Fort Worth TX Internat I Dallas for Rev 5% due 11/1/2032 | Buy | Spouse | Sep 23, 2024 | Oct 15, 2024 | $50,001 - $100,000 | PDF ↗ |
—Michigan St Fin Auth Revenue Ref- Trinit Rev Var% due 12/1/2044 | Buy | Spouse | Aug 28, 2024 | Sep 3, 2024 | $100,001 - $250,000 | PDF ↗ |
—Burke Cnty GA Dev Auth Poll Co Ref- Georgia Rev Var% due 12/1/2049 | Buy | Spouse | Aug 8, 2024 | Sep 3, 2024 | $50,001 - $100,000 | PDF ↗ |
—Illinois St Fin Auth Revenue IL St Clea Ref due 7/1/25 | Partial sale | Spouse | Jul 31, 2024 | Aug 13, 2024 | $100,001 - $250,000 | PDF ↗ |
—San Antonio TX Elec & Gas due 2/1/25 | Sell | Spouse | Jul 31, 2024 | Aug 13, 2024 | $100,001 - $250,000 | PDF ↗ |
—Illinois St Fin Auth Revenue IL St Clea Ref due 7/1/25 | Partial sale | Joint | Jul 31, 2024 | Aug 13, 2024 | $100,001 - $250,000 | PDF ↗ |
—San Antonio TX Elec & Gas due 2/1/25 | Sell | Joint | Jul 31, 2024 | Aug 13, 2024 | $100,001 - $250,000 | PDF ↗ |
—Florida St Heg Fin Corp Rev due 7/1/52 | Partial sale | Spouse | Jul 1, 2024 | Aug 13, 2024 | $1,001 - $15,000 | PDF ↗ |
—California St Go Call 12/01/2027 4% Due 1/1/2047 | Partial sale | Spouse | Jun 3, 2024 | Jul 3, 2024 | $1,001 - $15,000 | PDF ↗ |
CVXChevron Corporation Common Stock | Sell | Spouse | Apr 12, 2024 | Jun 14, 2024 | $1,001 - $15,000 | PDF ↗ |
METAMeta Platforms, Inc. - Class A Common Stock | Sell | Spouse | Apr 12, 2024 | Jun 14, 2024 | $1,001 - $15,000 | PDF ↗ |
—T Rowe Pr Mid-Cap Value-I | Sell | Spouse | Apr 12, 2024 | Jun 14, 2024 | $1,001 - $15,000 | PDF ↗ |
UNHUnitedHealth Group Incorporated Common Stock | Sell | Spouse | Apr 12, 2024 | Jun 14, 2024 | $1,001 - $15,000 | PDF ↗ |
—Vanguard International Value Fund #46 | Sell | Spouse | Apr 12, 2024 | Jun 14, 2024 | $1,001 - $15,000 | PDF ↗ |
VZVerizon Communications Inc. Common Stock | Sell | Spouse | Apr 12, 2024 | Jun 14, 2024 | $1,001 - $15,000 | PDF ↗ |
TAT&T Inc. | Sell | Spouse | Apr 11, 2024 | Jun 14, 2024 | $1,001 - $15,000 | PDF ↗ |
How these returns are calculated
- Filings disclose a dollar range, never a share count. Each trade is sized at the midpoint of its range and converted to shares at that day’s close.
- Buys are matched to sells oldest-first. A sell with no buy on file — the position was opened before this record starts — is left out instead of scored.
- The S&P 500 column is the index bought the day the position opened and sold the day it closed, so the comparison covers the days they were actually exposed.
- Win rate is shown separately for closed and open positions. Counting only closed sales flatters anyone still holding losers.
- Stocks only. An option’s payoff is not the underlying’s price move, so options, bonds and funds are listed but not scored.
- Prices were unavailable for some tickers (delisted or renamed), so they are excluded: 1/16
- Sales with no matching purchase on file: 14
- Public records shown for information only. Not investment advice.
- Last computed: Sep 19, 2026