At a glance
- 24 trades disclosed, 2021 to 2025
- 20 purchases, 4 sales
- SPG traded most, 21 times
- Median of 16 priceable purchases +17.8% vs SPY +16.7%
Republican U.S. representative from Indiana's 5th district
Committees: Joint Economic Committee
Updated Apr 26, 2025 · Members have up to 45 days to report a trade, so the newest transactions may not be filed yet. · Congressional trading statistics
This is a record of what Victoria Spartz has filed, not a portfolio: amounts are disclosed as brackets rather than exact figures, and many of these trades are made by advisers or in managed accounts. Nothing here is investment advice.
Current committee assignments, from the public congress-legislators dataset. The last column counts this member’s own disclosed trades in companies that sit inside each committee’s jurisdiction.
| Committee | Role | Oversees | Trades in those sectors |
|---|---|---|---|
| Joint Economic Committee | Member | No single market sector | — |
None of Victoria Spartz's disclosed transactions fall in a sector their committees have jurisdiction over. That is a statement about jurisdiction, not a finding of wrongdoing, and it is not an accusation of one. Members frequently hold stock through managed accounts, index funds, and spousal portfolios they do not direct. Committees without a single clear market sector, such as Appropriations, Rules, and the Judiciary, are marked as such and counted for nothing. The full mapping is published on our congressional trading statistics page.
Among 16 priceable purchases with a completed 12-month window, all of them the same security, the median return was +17.8%, versus +16.7% for SPY. That is 16 of the 20 purchases on this record. Each is measured over the 12 months after its transaction date, equal-weighted, one count per purchase. Every ranked member on one page: the Congress vs S&P 500 scorecard.
| Measure | This member | SPY over the same windows |
|---|---|---|
| Median 12-month return after purchase | +17.8% | +16.7% |
| Median difference vs SPY | +2.1% | — |
| Purchases that beat SPY | 8 of 16 (50%) | — |
| Stock | Purchased | Next 12 months | vs SPY |
|---|---|---|---|
| Best three | |||
| SPG | Apr 13, 2023 | +41.2% | +15.9% |
| SPG | Aug 3, 2023 | +35.1% | +14.7% |
| SPG | May 3, 2023 | +39.6% | +14.0% |
| Worst three | |||
| SPG | Oct 5, 2021 | -23.0% | -11.3% |
| SPG | May 14, 2022 | -2.6% | -7.6% |
| SPG | Nov 28, 2022 | +12.4% | -4.4% |
What this is not. These are not Victoria Spartz's returns. Disclosures report a dollar bracket and never a share count, so positions cannot be weighted and every purchase here counts once and equally. Sales are not matched back to the buys that opened them, so a position may well have been sold long ago; this measures how the stock moved in the year after the disclosed purchase date, nothing more. 7 of the 16 purchases are disclosed as a spouse's or dependent's rather than the member's own. Purchases from the last 12 months are excluded because their window has not closed yet. The 16 scored purchases cover 1 security, so repeat buys of the same holding are counted separately and this is not 16 independent decisions.
Ranked by how many separate transactions name the security, across the whole record. Only holdings that carry a ticker in the filings appear here.
| Security | Trades | Buys / sells | Largest bracket | Last traded |
|---|---|---|---|---|
| SPG Simon Property Group, Inc. C | 21 | 20 buy 1 sell | up to $5,000,000 | Apr 3, 2025 |
| LUV TD Ameritrade Roth IRA South | 2 | 0 buy 2 sell | up to $250,000 | May 18, 2021 |
| ALK Alaska Air group, Inc. (AlK) | 1 | 0 buy 1 sell | up to $500,000 | May 17, 2021 |
All 24 disclosed transactions, newest first.
| Security | Type | Action | Disclosed amount | Held by | Traded | Disclosed | Filing |
|---|---|---|---|---|---|---|---|
| SPG This Transaction was made by Jason Spartz (spouse) Roth IRA | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Spouse | Apr 3, 2025 | Apr 26, 2025 | Filing ↗ |
| SPG This Transaction was made by Jason Spartz (spouse) Roth IRA | Stock/ETF | ▲ Purchase | $15,001 - $50,000 | Spouse | Feb 3, 2025 | Feb 10, 2025 | Filing ↗ |
| SPG This transaction was made by Jason Spartz's Roth IRA. | Stock/ETF | ▼ Sale (Partial) | $1,000,001 - $5,000,000 | Spouse | Sep 20, 2024 | Nov 4, 2024 | Filing ↗ |
| SPG This Transaction was made by Jason Spartz's Roth IRA. | Stock/ETF | ▲ Purchase | $50,001 - $100,000 | Spouse | Jun 28, 2024 | Jul 25, 2024 | Filing ↗ |
| SPG This transaction was made by Jason Spartz's Roth IRA. | Stock/ETF | ▲ Purchase | $50,001 - $100,000 | Member | Feb 2, 2024 | Feb 15, 2024 | Filing ↗ |
| SPG This transaction was made by Lilianna Spartz's minor Roth IRA. | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Dependent | Feb 2, 2024 | Feb 15, 2024 | Filing ↗ |
| SPG This Transaction was made by Jason Spartz (spouse) Roth IRA | Stock/ETF | ▲ Purchase | $15,001 - $50,000 | Member | Aug 3, 2023 | Aug 22, 2023 | Filing ↗ |
| SPG This transaction was made by Lilianna Spartz's minor Roth IRA. | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Dependent | May 3, 2023 | May 10, 2023 | Filing ↗ |
| SPG This Transaction was made by Jason Spartz's Roth IRA. | Stock/ETF | ▲ Purchase | $15,001 - $50,000 | Member | Apr 13, 2023 | Apr 30, 2023 | Filing ↗ |
| SPG This Transaction was made by Jason Spartz's Roth IRA. | Stock/ETF | ▲ Purchase | $15,001 - $50,000 | Member | Jan 10, 2023 | Jan 12, 2023 | Filing ↗ |
| SPG This Transaction was made by Jason Spartz (spouse) Roth IRA | Stock/ETF | ▲ Purchase | $15,001 - $50,000 | Member | Nov 28, 2022 | Dec 21, 2022 | Filing ↗ |
| SPG This Transaction was made by Jason Spartz (spouse) Roth IRA | Stock/ETF | ▲ Purchase | $15,001 - $50,000 | Member | Sep 1, 2022 | Sep 12, 2022 | Filing ↗ |
| SPG This transaction was made by Jason Spartz's Roth IRA. | Stock/ETF | ▲ Purchase | $15,001 - $50,000 | Member | May 14, 2022 | May 16, 2022 | Filing ↗ |
| SPG | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Dependent | Jan 19, 2022 | Feb 8, 2022 | Filing ↗ |
| SPG | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Dependent | Jan 14, 2022 | Feb 8, 2022 | Filing ↗ |
| SPG | Stock/ETF | ▲ Purchase | $15,001 - $50,000 | Member | Jan 14, 2022 | Feb 8, 2022 | Filing ↗ |
| SPG | Stock/ETF | ▲ Purchase | $15,001 - $50,000 | Member | Oct 5, 2021 | Oct 6, 2021 | Filing ↗ |
| SPG | Stock/ETF | ▲ Purchase | $15,001 - $50,000 | Member | Aug 13, 2021 | Sep 27, 2021 | Filing ↗ |
| SPG | Stock/ETF | ▲ Purchase | $500,001 - $1,000,000 | Member | Jun 10, 2021 | Jun 20, 2021 | Filing ↗ |
| LUV | Stock/ETF | ▼ Sale (Full) | $100,001 - $250,000 | Member | May 18, 2021 | Jun 20, 2021 | Filing ↗ |
| ALK | Stock/ETF | ▼ Sale (Full) | $250,001 - $500,000 | Member | May 17, 2021 | Jun 20, 2021 | Filing ↗ |
| SPG | Stock/ETF | ▲ Purchase | $100,001 - $250,000 | Member | May 12, 2021 | Jun 20, 2021 | Filing ↗ |
| LUV | Stock/ETF | ▼ Sale (Partial) | $100,001 - $250,000 | Member | Feb 4, 2021 | Feb 20, 2021 | Filing ↗ |
| SPG | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Member | Jan 22, 2021 | Feb 20, 2021 | Filing ↗ |
Victoria Spartz has disclosed 24 transactions in the public STOCK Act record we track, running from Jan 22, 2021 to Apr 3, 2025. That is 20 purchases and 4 sales. Each one is a periodic transaction report filed with the Clerk of the House.
The most frequently traded positions on Victoria Spartz's disclosures are SPG (21 trades), LUV (2 trades), ALK (1 trade). Frequency is not size: the filings report dollar ranges rather than exact amounts, so a single large trade can matter more than several small ones.
Among 16 priceable purchases with a completed 12-month window, all of them the same security, the median return was +17.8%, versus +16.7% for SPY over the same windows. That is a median difference of +2.1%, and 8 of the 16 (50%) beat the index. That is 16 of the 20 purchases on this record; the rest are unpriceable, still inside their 12-month window, or not equities. These are not the member's actual returns: disclosures give a dollar bracket and no share count, so each purchase is counted once and weighted equally, and any later sale is not matched back to the buy.
Each disclosed purchase is measured over a fixed 12-month window, from the close on the first trading day on or after the reported transaction date to the close 12 months later, using split- and dividend-adjusted prices. The same window is applied to SPY and the difference is the excess return. A fixed window is used so that trades from different years are comparable: measuring every purchase up to today instead would score a 2014 buy against a decade of index compounding and a recent buy against a few months. Purchases from the last 12 months are excluded because their window has not closed. Sales, options, bonds, municipal securities and structured notes are not included. Figures update daily.
Not all of them. Of the 24 transactions on record, 4 are marked as the spouse's and 0 as jointly held. Members must disclose trades made by a spouse or dependent child, and many are executed by financial advisers or in managed accounts, so a disclosure is not evidence that the member personally chose the stock.
The STOCK Act gives members up to 45 days to report a trade, so the newest transaction here (Apr 3, 2025) was disclosed on Apr 26, 2025 and more recent trades may exist that have not been filed yet. This page is a record of what has been disclosed, not a statement of what Victoria Spartz currently holds.
No. Congressional disclosures report each trade as a bracket, such as $1,001 to $15,000, rather than an exact amount. The largest bracket on this record is $1,000,001 - $5,000,000. Adding brackets together produces a made-up number, so we do not publish a portfolio total.
Source: periodic transaction reports filed with the Clerk of the House and the Senate Office of Public Records, the same public documents linked in the Filing column. Disclosures are reported with up to a 45-day delay and amounts are brackets, not exact figures. Past performance does not predict future results, and none of this is investment advice. See every member we track.