Senate Files

Senators

Lamar Alexander R

Republican senator from Tennessee (former), serving since Jan 7, 2003.

Among all 100 senators

Each dot is a senator; Alexander is the ringed one. Hover or tap a dot for who it is.

Raised

Their campaign's receipts in its latest two-year period (FEC); a log scale

$284$284$115.9M

Votes with their party

On party votes in the 119th Congress: most Democrats against most Republicans

79.5%100.0%

Missed votes

Share of the 119th Congress's roll calls they didn't vote on

0.0%15.0%

Lobbyists' giving

Contributions and honors lobbyists and their firms report giving them (LD-203), 2021 on; a log scale

$3,168$3,168$11.9M

Money from out of state

Share of their itemized individual contributions from donors outside their state, latest period (FEC)

21%98%

Bills sponsored

In the 119th Congress (Congress.gov)

2191

Voting record

Voteview's DW-NOMINATE first dimension, from every roll call they cast

← more liberalmore conservative →

Where their campaign money comes from

2021–22
$284
See the data
PeriodRaisedIndividualsPACsPartiesOwn moneySpentCashOutside forOutside against
2021–22$284$0$0$0$0$79,749$0$0$0

FEC totals through Jun 30, 2021.

Their biggest PAC and party givers

Nothing on record.

Outside spending for and against them

No independent expenditures reported for or against them.

What lobbyists report giving them

By the lobbying firm or organization that filed: contributions to their campaigns and PACs, and payments to honor them (LD-203).

All 2
RegistrantTotalItemsFirstLatest
VANDERBILT UNIVERSITY MEDICAL CENTER$3,0001Jan 21, 2021Jan 21, 2021
ASSOCIATION OF COMMUNITY COLLEGE TRUSTEES$1681Feb 10, 2021Feb 10, 2021

How they've voted lately

Nothing on record.

What they sponsor bills about

No Congress.gov records for this senator yet.

18 former staff now lobbying

JOHN HERZOG
JEFFREY J. KIMBELL & ASSOCIATES, INC.
116 clients
BRETT MEEKS
JEFFREY J. KIMBELL & ASSOCIATES, INC.
86 clients
NICOLAS MAGALLANES
TODD STRATEGY GROUP
26 clients
LINDSAY GARCIA
KOUNTOUPES DENHAM CARR & REID, LLC
15 clients
PETER OPPENHEIM
VAN SCOYOC ASSOCIATES
10 clients
PETER OPPENHEIM
TODD STRATEGY GROUP
8 clients
DAVID CLEARY
THEGROUP DC, LLC
8 clients
SARAH STARLING CROSSAN
HOLLAND & KNIGHT LLP
6 clients
LIBBY DERRICK
FOUNDRY PUBLIC AFFAIRS, LLC
5 clients
BRENT WILES
BRIDGE PUBLIC AFFAIRS, LLC
3 clients
LIBBY DERRICK
IMPRESSION STRATEGY, LLC
2 clients
TYLER SHRIVE
ENHABIT HOME HEALTH & HOSPICE
1 client
GABBI SALMON
RARE DISEASE COMPANY COALITION
1 client
NICOLAS MAGALLANES
IOVANCE BIOTHERAPEUTICS, INC.
1 client
NICOLAS MAGALLANES
ILLUMINA, INC.
1 client
DAVID CLEARY
DLA PIPER LLP (US)
1 client
ERIN REIF
UBER TECHNOLOGIES, INC.
1 client
RANDALL GIBSON
HERITAGE ACTION FOR AMERICA
1 client
See the data
LobbyistFormer position, as they list itFirmsClientsYears
JOHN HERZOGHealth Aide, Senator Lamar Alexander; Special Assistant to the Assistant to the President for Legislative Affairs, Executive Office of the PresidentJEFFREY J. KIMBELL & ASSOCIATES, INC.1162021–2026
BRETT MEEKSDeputy Health Policy Director, Senate Committee on Health, Education, Labor and Pensions; Deputy Press Secretary, Office of Senator Lamar AlexanderJEFFREY J. KIMBELL & ASSOCIATES, INC.862025–2026
NICOLAS MAGALLANESSenior Advisor - House Republican Conference; Policy Advisor/Professional Staff Member - U.S. Representative Lee Terry/Energy and Commerce Committee; Legislative Correspondent/Legislative Aide - U.S. Senator Lamar AlexanderTODD STRATEGY GROUP262025–2026
LINDSAY GARCIAClerk, Senate Committee on Appropriations Energy and Water Development Subcommittee; Policy Director, Senate Republican Policy Committee; Legislative Director, Energy Policy Director & Chief Counsel, Counsel, Senator Lamar Alexander R-TN.KOUNTOUPES DENHAM CARR & REID, LLC152025–2026
PETER OPPENHEIMGen Counsel,Sen Committee on Health, Education, Labor and Pensions;Asst Sec for Legislation and Cong Affairs, Department of Education;Ed Policy Dir and Counsel; Sen Committee on Health, Education,Labor and Pensions; Leg Counsel,Sen Lamar AlexanderVAN SCOYOC ASSOCIATES102021–2024
PETER OPPENHEIMGeneral Counsel, Senate HELP Committee; Asst. Secretary for Leg. & Cong. Affairs, Department of Education; Education Policy Director & Counsel, HELP Committee; Leg. Counsel, Senator Lamar AlexanderTODD STRATEGY GROUP82024–2026
DAVID CLEARYRepublican Staff Director, Senate Committee on Health, Education, Labor and Pensions; Chief of Staff, Sen. Lamar Alexander; Professional Staff, House Education and Workforce Committee.THEGROUP DC, LLC82024–2025
SARAH STARLING CROSSANStaff Assistant, Sen. Lamar Alexander; Professional Staff, Health, Education, Labor, and Pensions (HELP) Cmte.; Legislative Correspondent, Sen. Lamar AlexanderHOLLAND & KNIGHT LLP62024–2026
LIBBY DERRICKLegislative Director, Rep. Brian Mast; Legislative Assistant, Rep. Brian Mast; Legislative Correspondent, Rep. Brian Mast; Staff Assistant, Rep. Brian Mast; Intern, Rep. John Rose; Intern, Sen. Lamar AlexanderFOUNDRY PUBLIC AFFAIRS, LLC52025–2026
BRENT WILESState Director, Senator Bob Corker; Professional Staff, Senate Committee on Appropriations; Legislative Assistant & Projects Assistant/ Correspondence Director/ Field Representative/ Legislative Correspondent, Senator Lamar AlexanderBRIDGE PUBLIC AFFAIRS, LLC32021–2022
LIBBY DERRICKLegislative Director, Rep. Brian Mast; Legislative Assistant, Rep. Brian Mast; Legislative Correspondent, Rep. Brian Mast; Staff Assistant, Rep. Brian Mast; Intern, Rep. John Rose; Intern, Sen. Lamar AlexanderIMPRESSION STRATEGY, LLC22025
TYLER SHRIVEProfessional Health Staff - Sen. Lamar Alexander (TN)/Senate Health, Education, Labor, and Pensions CommitteeENHABIT HOME HEALTH & HOSPICE12024–2026
GABBI SALMONLegislative Intern, Sen. Lamar Alexander.RARE DISEASE COMPANY COALITION12026
NICOLAS MAGALLANESSenior Advisor - House Republican Conference; Policy Advisor/Professional Staff Member - U.S. Representative Lee Terry/Energy and Commerce Committee; Legislative Correspondent/Legislative Aide - U.S. Senator Lamar AlexanderIOVANCE BIOTHERAPEUTICS, INC.12022–2023
NICOLAS MAGALLANESSenior Advisor - House Republican Conference 2014-2105; Policy Advisor/Professional Staff Member - Rep. Lee Terry/Energy & Commerce Committee; 2012-2014; Legislative Correspondent/Legislative Aide - Sen. Lamar Alexander - 2010-2012ILLUMINA, INC.12023
DAVID CLEARYRepublican Staff Director, Senate Committee on Health, Education, Labor and Pensions; Chief of Staff, Sen. Lamar Alexander; Professional Staff, House Education and Workforce CommitteeDLA PIPER LLP (US)12023
ERIN REIFSenior Policy Advisor for National Security, Senate HELP Committee; Senior Policy Advisor, Military Legislative Assistant - Sen. Lamar Alexander; Appropriations Associate/Legislative Assistant, Legislative Assistant - Rep. Ray LaHoodUBER TECHNOLOGIES, INC.12022
RANDALL GIBSONLeg Asst Off of Sen Lamar AlexanderHERITAGE ACTION FOR AMERICA12021

Holdings and trades

−$5.4M – $35.9M+net worth, 2021 report
225trades on their reports
10 of 45trades reported after 45 days
24 daystypical time to report a trade
1reports filed on paper
5filing extensions

Net worth, year by year

Their annual reports' value bands added up, less their debts', from the least to the most they could be worth (spouse and dependents included, a home not), on a log scale.

$10K$100K$1M$10M$100M201520162017201820192021

Largest holdings, 2021 report

Custom Foods of America, Inc.
Corporate Securities · Self
$1.0M+
Custom Foods of America, Inc. (held through Family Trust)
Corporate Securities · Self
$1.0M+
Commercial Property 3
Real Estate · Self · in 3600 Management, LLC (held through Family Trust)
$1.0M+
Accounts Receivable from Lamar Alexander Family Trust 6-30-10
Accounts Receivable · Self
$1.0M+
Custom Foods of America, Inc. (held through Family Trust)
Corporate Securities · Spouse
$1.0M+
First Horizon
Bank Deposit · Joint
$1.0M+
Custom Foods of America, Inc.
Corporate Securities · Spouse
$1.0M+
Buhler-Telferner Partnership - Comprised of 2,762.032 acres of ranch land assessed value for tax purposes adjusted to reflect market value = $2,147,731
Business Entity · Spouse
$1.0M+
DTC International Equity Common Trust Fund
Common Trust Fund of a Bank · Spouse
$500K+
Winston Global Fund LP Onshore
Business Entity · Spouse
$500K+
Little Star Partnership
Real Estate · Spouse · in Little Star Partnership
$500K+
Accounts Receivable from Lamar Alexander Family Trust 6-30-10
Accounts Receivable · Self
$250K+
Their 25 largest holdings, as a table
AssetKindOwnerValueIncome
Custom Foods of America, Inc.Corporate SecuritiesSelf$1.0M – $5.0MDividends, Interest: $100K – $1.0M
Custom Foods of America, Inc. (held through Family Trust)Corporate SecuritiesSelf$1.0M – $5.0MDividends, Interest: $100K – $1.0M
Commercial Property 3 in 3600 Management, LLC (held through Family Trust)Real EstateSelf$1.0M – $5.0MRent/Royalties, Interest: $100K – $1.0M
Accounts Receivable from Lamar Alexander Family Trust 6-30-10Accounts ReceivableSelf$1.0M – $5.0MNone: $0 – $200
Custom Foods of America, Inc. (held through Family Trust)Corporate SecuritiesSpouse$1.0M – $5.0MDividends, Interest: $100K – $1.0M
First HorizonBank DepositJoint$1.0M – $5.0MInterest: $0 – $200
Custom Foods of America, Inc.Corporate SecuritiesSpouse$1.0M – —Dividends, Interest: $100K – $1.0M
Buhler-Telferner Partnership - Comprised of 2,762.032 acres of ranch land assessed value for tax purposes adjusted to reflect market value = $2,147,731Business EntitySpouse$1.0M – —Rent/Royalties: $201 – $1,000
DTC International Equity Common Trust FundCommon Trust Fund of a BankSpouse$500K – $1.0MDividends, Capital Gains: $15K – $50K
Winston Global Fund LP OnshoreBusiness EntitySpouse$500K – $1.0MDividends, Interest, Capital Gains, Excepted Investment Fund, Other (Other Portfolio Income and Other Income): $15K – $50K
Little Star Partnership in Little Star PartnershipReal EstateSpouse$500K – $1.0MRent/Royalties, Interest: $0 – $200
Accounts Receivable from Lamar Alexander Family Trust 6-30-10Accounts ReceivableSelf$250K – $500KNone: $0 – $200
DTC US Active Equity Common Trust FundCommon Trust Fund of a BankSpouse$250K – $500KDividends, Capital Gains: $5,001 – $15K
VFINX-Vanguard 500 Index InvMutual FundsSpouse$250K – $500KDividends: $5,001 – $15K
Accounts Receivable from Leslee B Alexander Family Trust 6-30-10Accounts ReceivableSpouse$250K – $500KNone: $0 – $200
VWSUX - Vanguard Short-Term Tax-Exempt Fund Class AdmiralMutual FundsSpouse$250K – $500KInterest: $2,501 – $5,000
Commercial Property 5 in 3600 Management, LLC (held through Family Trust)Real EstateSelf$100K – $250KRent/Royalties, Interest: $100K – $1.0M
VIG-Vanguard Dividend Appreciation ETFMutual FundsSpouse$100K – $250KDividends: $2,501 – $5,000
VEXMX-Vanguard Extended Market Idx InvMutual FundsSpouse$100K – $250KDividends: $1,001 – $2,500
First HorizonBank DepositSelf$50K – $100KInterest: $0 – $200
Commercial Property 1 in 3600 Management, LLC (held through Family Trust)Real EstateSelf$50K – $100KRent/Royalties, Interest: $100K – $1.0M
Commercial Property 4 in 3600 Management, LLC (held through Family Trust)Real EstateSelf$50K – $100KRent/Royalties, Interest: $100K – $1.0M
Fidelity Government Money MarketGovernment SecuritiesSpouse$50K – $100KInterest: $0 – $200
Bristol TN ElectricGovernment SecuritiesSpouse$50K – $100KInterest: $1,001 – $2,500
Franklin County TN HealthGovernment SecuritiesSpouse$50K – $100KInterest: $1,001 – $2,500

Trades, month by month

Every trade on their reports by the trade's date: purchases up, sales down. Hover a month for what was traded.

  • Purchases
  • Sales
201520162017201820192020

What they trade most

Broad Based Consumer Credit (Q) Fund
2015–2017 · $171K – $665K
23 trades
Tortoise MLP & Pipeline Instl (TORIX)
2015–2018 · $232K – $655K
15 trades
DTC Multi-Strategy Common Trust Fund
2016–2018 · $210K – $675K
13 trades
Vanguard Dividend Appreciation ETF (VIG)
2015–2018 · $329K – $910K
12 trades
DTC International Equity Common Trust Fund
2016–2020 · $286K – $740K
12 trades
Vanguard 500 Index Investor (VFINX)
2015–2018 · $420K – $1.1M
11 trades
Loomis Sayles Sr Floating Rate and F/I Y (LSFYX)
2017–2020 · $157K – $455K
9 trades
Vanguard Short-Term Inflation-Protected Securities (VTAPX)
2017–2020 · $184K – $510K
8 trades
Vanguard Extended Market Index Investor (VEXMX)
2015–2018 · $148K – $395K
8 trades
Lazard Emerging Markets Core Equity Inst (ECEIX)
2015–2017 · $99K – $310K
8 trades
All 225 trades
DateAssetTradeOwnerAmountDays to report
2020-10-30Vanguard Short-Term Tax-Exempt Fund Class Admiral PurchaseSpouse$50K – $100Kannual
2020-07-07DTC US Active Equity Common Trust Fund Sale (Partial)Spouse$15K – $50Kannual
2020-07-07DTC International Equity Common Trust Fund Sale (Partial)Spouse$15K – $50Kannual
2020-06-30Vanguard Short-Term Inflation-Protected Securities Sale (Full)Spouse$100K – $250Kannual
2020-06-30Vanguard Short-Term Tax-Exempt Fund Class Admiral PurchaseSpouse$100K – $250Kannual
2020-05-29Vanguard Short-Term Tax-Exempt Fund Class Admiral PurchaseSpouse$50K – $100Kannual
2020-04-06DTC US Active Equity Common Fund PurchaseSpouse$50K – $100Kannual
2020-03-31Vanguard Short-Term Tax-Exempt Fund Class Admiral PurchaseSpouse$15K – $50Kannual
2020-03-26LSFYX - Loomis Sayles Senior Floating Rate and Fixed Income Sale (Full)Spouse$100K – $250Kannual
2019-11-13McKinney Texas Indpt Sch Dist PurchaseSpouse$15K – $50K106
2019-11-07Corpus Christi Tex Indpt Sch D Ultd Tax Bldg PurchaseSpouse$15K – $50K11
2019-11-06DTC International Equity Common Sale (Partial)Spouse$50K – $100Kannual
2019-10-31VTAPX - Vanguard Shrt-Term Infl-Prot Sec Idx Adm PurchaseSpouse$15K – $50Kannual
2019-10-31LSFYX - Loomis Sayles Sr Floating Rate and F/I Y PurchaseSpouse$1,001 – $15Kannual
2019-05-31Starboard Corporation - Commercial Real Estate Sale (Full)Spouse$500K – $1.0M272
2019-05-31Buhler Telferner Partnership PurchaseSpouse$500K – $1.0M272
2019-05-31Little Star Partnership PurchaseSpouse$100K – $250K272
2019-05-17Chattanooga Tenn Elec Rev Ref PurchaseSpouse$15K – $50K34
2019-05-17Tennessee St. Sch BD Auth Higher PurchaseSpouse$50K – $100K34
2019-04-30LSFYX - Loomis Sayles Sr Floating Rate and F/I Y PurchaseSpouse$1,001 – $15Kannual
2019-01-07DTC International Equity Common PurchaseSpouse$50K – $100Kannual
2019-01-07DTC US Active Equity Fund Common PurchaseSpouse$50K – $100Kannual
2018-12-31DTC Multi-Strategy Common Trust Fund Sale (Full)Spouse$15K – $50Kannual
2018-12-28Vanguard Short-Term Inflation-Protected Securities Sale (Partial)Spouse$1,001 – $15Kannual
2018-12-28TORIX - Tortoise MLP & Pipeline Fund Institutional Class Sale (Full)Spouse$50K – $100Kannual
2018-12-28UBS ETRACS Alerian MLP Infrastructure Index ETN Sale (Full)Spouse$15K – $50Kannual
2018-11-19Vanguard Extended Market Index Fund Investor Share PurchaseSpouse$1,001 – $15Kannual
2018-11-16Vanguard 500 Index Fund Investor Shares Sale (Partial)Spouse$15K – $50Kannual
2018-11-16Vanguard Short-Term Inflation-Protected Securities Sale (Partial)Spouse$1,001 – $15Kannual
2018-11-16LSFYX - Loomis Sayles Senior Floating Rate and Fixed Income Sale (Partial)Spouse$1,001 – $15Kannual
2018-11-16TORIX - Tortoise MLP & Pipeline Fund Institutional Class Sale (Partial)Spouse$1,001 – $15Kannual
2018-11-01Vanguard Dividend Appreciation Index Fund ETF Shar PurchaseSpouse$1,001 – $15Kannual
2018-11-01UBS ETRACS Alerian MLP Infrastructure Index ETN PurchaseSpouse$1,001 – $15Kannual
2018-10-23University Texas Univ Revs REV FIN SYS REF BDS PurchaseSpouse$15K – $50K240
2018-10-12Plano Texas Indpt Sch Dis Ultd Tax REF BDS PurchaseSpouse$15K – $50K251
2018-10-12Montgomery County TN Go REF BDS PurchaseSpouse$15K – $50K251
2018-10-04DTC International Equity Common Trust Fund PurchaseSpouse$15K – $50Kannual
2018-09-28Vanguard Short-Term Inflation-Protected Securities PurchaseSpouse$1,001 – $15Kannual
2018-09-27VIG - Vanguard Dividend Appreciation Index Fund ETF Share Sale (Partial)Spouse$15K – $50Kannual
2018-08-31Maury County TN GO BDS Sale (Full)Spouse$50K – $100K32
2018-07-06DTC International Equity Common Trust Fund PurchaseSpouse$1,001 – $15Kannual
2018-06-29Vanguard Short-Term Inflation-Protected Securities PurchaseSpouse$15K – $50Kannual
2018-06-29LSFYX - Loomis Sayles Senior Floating Rate and Fixed Income PurchaseSpouse$1,001 – $15Kannual
2018-06-29TORIX - Tortoise MLP & Pipeline Fund Institutional Class PurchaseSpouse$1,001 – $15Kannual
2018-04-05Vanguard Short-Term Inflation-Protected Securities PurchaseSpouse$50K – $100Kannual
2018-03-29DTC Multi-Strategy Common Trust Fund Sale (Partial)Spouse$1,001 – $15Kannual
2018-03-29DTC International Equity Common Trust Fund Sale (Partial)Spouse$1,001 – $15Kannual
2018-03-29LSFYX - Loomis Sayles Senior Floating Rate and Fixed Income PurchaseSpouse$1,001 – $15Kannual
2018-03-28VIG - Vanguard Dividend Appreciation Index Fund ETF Share Sale (Partial)Spouse$1,001 – $15Kannual
2018-03-28Vanguard 500 Index Fund Investor Shares Sale (Partial)Spouse$1,001 – $15Kannual
2018-03-28Vanguard Extended Market Index Fund Investor Share Sale (Partial)Spouse$1,001 – $15Kannual
2018-03-061.789 Acres, Victoria, TX Sale (Partial)Spouse$15K – $50Kannual
2018-01-05DTC Mulit-Strategy Common Trust Fund Sale (Partial)Spouse$1,001 – $15Kannual
2017-12-29DTC Mulit-Strategy Common Trust Fund Sale (Partial)Spouse$1,001 – $15Kannual
2017-12-29Loomis Sayles Sr Floating Rate and F/I Y PurchaseSpouse$50K – $100Kannual
2017-12-29Vanguard Shrt-Term Infl-Prot Sec Idx Adm PurchaseSpouse$1,001 – $15Kannual
2017-11-17Broad Based Consumer Credit (Q) Fund LP Sale (Full)Spouse$50K – $100Kannual
2017-10-31Loomis Sayles Sr Floating Rate and F/I Y PurchaseSpouse$1,001 – $15Kannual
2017-10-31Tortoise MLP & Pipeline Instl PurchaseSpouse$1,001 – $15Kannual
2017-10-30Tennessee HSG Dev Agy Resident Residential FIN Prog BDS PurchaseSpouse$50K – $100K31
2017-10-23Metropolitan Gov't Nashville & Go REF BDS PurchaseSpouse$50K – $100K7
2017-10-19Maury County Tenn Go Sch BDS PurchaseSpouse$50K – $100K11
2017-10-16Chattanooga Tenn Elec Rev Ref BDS PurchaseSpouse$50K – $100K14
2017-10-05DTC International Equity Common Trust Fund PurchaseSpouse$100K – $250Kannual
2017-10-05DTC Multi-Strategy Common Trust Fund PurchaseSpouse$15K – $50Kannual
2017-10-04Clarksville Tenn Nat Gas Acq PurchaseSpouse$15K – $50K26
2017-10-04Hamilton County Tenn GO BDS PurchaseSpouse$15K – $50K26
2017-10-02Vanguard Dividend Appreciation ETF PurchaseSpouse$15K – $50Kannual
2017-10-02UBS ETRACS Alerian MLP Infras ETN PurchaseSpouse$1,001 – $15Kannual
2017-09-29Vanguard 500 Index Investor PurchaseSpouse$50K – $100Kannual
2017-09-29Vanguard Extended Market Index Investor PurchaseSpouse$15K – $50Kannual
2017-09-29Loomis Sayles Sr Floating Rate and F/I Y PurchaseSpouse$1,001 – $15Kannual
2017-09-29Tortoise MLP & Pipeline Instl PurchaseSpouse$15K – $50Kannual
2017-09-28Knox County Tenn GO REF BDS PurchaseSpouse$50K – $100K32
2017-09-28Montgomery County Tenn GO Sch PurchaseSpouse$50K – $100K32
2017-09-18Broad Based Consumer Credit (Q) Fund LP Sale (Partial)Spouse$1,001 – $15Kannual
2017-09-13Metropolitan Govt Nashville Water and Sewer PurchaseSpouse$15K – $50K16
2017-09-07Wilson County Tenn GO PurchaseSpouse$50K – $100K22
2017-09-06Sevier County Tenn Pub Bldg PurchaseSpouse$50K – $100K23
2017-08-15Broad Based Consumer Credit (Q) Fund LP Sale (Partial)Spouse$1,001 – $15Kannual
2017-07-19Vanguard Dividend Appreciation ETF PurchaseSpouse$15K – $50Kannual
2017-07-19UBS ETRACS Alerian MLP Infras ETN PurchaseSpouse$15K – $50Kannual
2017-07-18Broad Based Consumer Credit (Q) Fund LP Sale (Partial)Spouse$1,001 – $15Kannual
2017-07-17Tortoise MLP & Pipeline Instl PurchaseSpouse$15K – $50Kannual
2017-07-11Marion County Tenn GO SCH REF BDS PurchaseSpouse$50K – $100K17
2017-07-07DTC International Equity Common Trust Fund Sale (Partial)Spouse$50K – $100Kannual
2017-07-07DTC Multi-Strategy Common Trust Fund Sale (Partial)Spouse$100K – $250Kannual
2017-07-07DTC US Active Equity Common Trust Fund PurchaseSpouse$100K – $250Kannual
2017-07-0512.50 Acres Land, Victoria, TX Sale (Full)Spouse$1,001 – $15Kannual
2017-06-15Broad Based Consumer Credit (Q) Fund LP Sale (Partial)Spouse$1,001 – $15Kannual
2017-06-15Vanguard Dividend Appreciation ETF Sale (Partial)Spouse$100K – $250Kannual
2017-06-15UBS ETRACS Alerian MLP Infras ETN Sale (Partial)Spouse$50K – $100Kannual
2017-06-15Chattanooga Tenn Go REF BDS Sale (Full)Spouse$15K – $50K12
2017-06-15Clarksville TN Electric Sale (Full)Spouse$15K – $50K12
2017-06-15Kingsport Tenn Go Bond Sale (Full)Spouse$50K – $100K12
2017-06-15Lakeland Tenn Go Cap Outlay NTS Sale (Full)Spouse$15K – $50K12
2017-06-15Memphis TN Sewer System Sale (Full)Spouse$50K – $100K12
2017-06-15Metropolitan Govt Nashville & REF BDS Sale (Full)Spouse$15K – $50K12
2017-06-15Metropolitan Nashville ARPT AU ARPT Sale (Full)Spouse$15K – $50K12
2017-06-15Robertson CNTY Tenn Go REF BDS Sale (Full)Spouse$15K – $50K12
2017-06-15Robertson County TN Go Bond Sale (Full)Spouse$15K – $50K12
2017-06-15Shelby County Tenn Health EDL & Rev Sale (Full)Spouse$50K – $100K12
2017-06-13Vanguard 500 Index Investor Sale (Partial)Spouse$100K – $250Kannual
2017-06-13Vanguard Extended Market Index Investor Sale (Partial)Spouse$50K – $100Kannual
2017-06-13Tortoise MLP & Pipeline Instl Sale (Partial)Spouse$50K – $100Kannual
2017-06-13Lazard Emerging Markets Core Equity Inst Sale (Full)Spouse$50K – $100Kannual
2017-06-06DTC Multi-Strategy Common Trust Fund PurchaseSpouse$15K – $50Kannual
2017-05-18Broad Based Consumer Credit (Q) Fund LP Sale (Partial)Spouse$1,001 – $15Kannual
2017-04-17Broad Based Consumer Credit (Q) Fund LP Sale (Partial)Spouse$1,001 – $15Kannual
2017-03-15Broad Based Consumer Credit (Q) Fund LP Sale (Partial)Spouse$1,001 – $15Kannual
2017-03-06DTC Multi-Strategy Common Trust Fund PurchaseSpouse$15K – $50Kannual
2017-03-02Vanguard Dividend Appreciation ETF Sale (Partial)Spouse$15K – $50Kannual
2017-02-28Tortoise MLP & Pipeline Instl Sale (Partial)Spouse$1,001 – $15Kannual
2017-02-28DTC International Equity Common Trust Fund Sale (Partial)Spouse$1,001 – $15Kannual
2017-02-16Broad Based Consumer Credit (Q) Fund LP Sale (Partial)Spouse$1,001 – $15Kannual
2017-02-06DTC International Equity Common Trust Fund Sale (Partial)Spouse$50K – $100Kannual
2017-02-06Vanguard 500 Index Investor PurchaseSpouse$100K – $250Kannual
2017-01-31Tortoise MLP & Pipeline Instl Sale (Partial)Spouse$15K – $50Kannual
2017-01-31Lazard Emerging Markets Core Equity Inst Sale (Partial)Spouse$15K – $50Kannual
2017-01-31Vanguard Extended Market Index Investor PurchaseSpouse$15K – $50Kannual
2017-01-18Broad Based Consumer Credit (Q) Fund LP Sale (Partial)Spouse$1,001 – $15Kannual
2017-01-06DTC Multi-Strategy Common Trust Fund PurchaseSpouse$1,001 – $15Kannual
2016-12-30DTC Multi-Strategy Common Trust Fund PurchaseSpouse$1,001 – $15Kannual
2016-12-22Broad Based Consumer Credit (Q) Fund Sale (Partial)Spouse$1,001 – $15Kannual
2016-12-14Broad Based Consumer Credit (Q) Fund Sale (Partial)Spouse$1,001 – $15Kannual
2016-12-06DTC Multi-Strategy Common Trust Fund PurchaseSpouse$1,001 – $15Kannual
2016-11-29UBS ETRACS Alerian MLP Infras ETN PurchaseSpouse$1,001 – $15Kannual
2016-11-22Broad Based Consumer Credit (Q) Fund Sale (Partial)Spouse$1,001 – $15Kannual
2016-11-15Broad Based Consumer Credit (Q) Fund Sale (Partial)Spouse$1,001 – $15Kannual
2016-11-10Chattanooga Tenn GO REF BDS PurchaseSpouse$15K – $50K25
2016-11-08Metropolitan Govt Nashville & REF BDS PurchaseSpouse$15K – $50K27
2016-11-04DTC Multi-Strategy Common Trust Fund PurchaseSpouse$15K – $50Kannual
2016-10-25Broad Based Consumer Credit (Q) Fund Sale (Partial)Spouse$1,001 – $15Kannual
2016-10-14Broad Based Consumer Credit (Q) Fund Sale (Partial)Spouse$1,001 – $15Kannual
2016-10-06DTC Multi-Strategy Common Trust Fund PurchaseSpouse$1,001 – $15Kannual
2016-10-05Vanguard 500 Index Investor PurchaseSpouse$1,001 – $15Kannual
2016-09-29Tortoise MLP & Pipeline Instl Sale (Partial)Spouse$1,001 – $15Kannual
2016-09-28Broad Based Consumer Credit (Q) Fund Sale (Partial)Spouse$1,001 – $15Kannual
2016-09-15Broad Based Consumer Credit (Q) Fund Sale (Partial)Spouse$1,001 – $15Kannual
2016-09-08Shelby County Tenn Health EDL & Rev PurchaseSpouse$50K – $100K19
2016-09-07DTC International Equity Common Trust Fund Sale (Partial)Spouse$1,001 – $15Kannual
2016-08-30Vanguard 500 Index Investor Sale (Partial)Spouse$1,001 – $15Kannual
2016-08-30Tortoise MLP & Pipeline Instl Sale (Partial)Spouse$1,001 – $15Kannual
2016-08-22Broad Based Consumer Credit (Q) Fund Sale (Partial)Spouse$1,001 – $15Kannual
2016-08-12Broad Based Consumer Credit (Q) Fund Sale (Partial)Spouse$1,001 – $15Kannual
2016-08-04DTC International Equity Common Trust Fund Sale (Partial)Spouse$1,001 – $15Kannual
2016-08-04DTC Multi-Strategy Common Trust Fund PurchaseSpouse$15K – $50Kannual
2016-07-28Tortoise MLP & Pipeline Instl Sale (Partial)Spouse$1,001 – $15Kannual
2016-07-28Lazard Emerging Markets Core Equity Inst Sale (Partial)Spouse$1,001 – $15Kannual
2016-07-25Broad Based Consumer Credit (Q) Fund Sale (Partial)Spouse$1,001 – $15Kannual
2016-07-15Broad Based Consumer Credit (Q) Fund Sale (Partial)Spouse$1,001 – $15Kannual
2016-07-07DTC International Equity Common Trust Fund PurchaseSpouse$1,001 – $15Kannual
2016-06-29Vanguard 500 Index Investor PurchaseSpouse$1,001 – $15Kannual
2016-06-14Kingsport Tenn GO Bond PurchaseSpouse$50K – $100K24
2016-06-06DTC US Core Equity Fund Common Sale (Full)Spouse$100K – $250Kannual
2016-06-06DTC US Active Equity Fund Common Sale (Full)Spouse$100K – $250Kannual
2016-06-06Small/Mid Cap US Equity Common Trust Fund Sale (Full)Spouse$50K – $100Kannual
2016-06-06DTC Multi-Strategy Common Trust Fund PurchaseSpouse$15K – $50Kannual
2016-06-06DTC International Equity Common Trust Fund PurchaseSpouse$50K – $100Kannual
2016-06-03Vanguard Extended Market Index Investor PurchaseSpouse$50K – $100Kannual
2016-06-03Vanguard 500 Index Investor PurchaseSpouse$100K – $250Kannual
2016-06-03Lazard Emerging Markets Core Equity Inst PurchaseSpouse$1,001 – $15Kannual
2016-06-01Vanguard Dividend Appreciation ETF PurchaseSpouse$100K – $250Kannual
2016-05-27Tortoise MLP & Pipeline Instl Sale (Partial)Spouse$15K – $50Kannual
2016-05-27UBS ETRACS Alerian MLP Infras ETN PurchaseSpouse$15K – $50Kannual
2016-04-01Montgomery County Sale (Full)Spouse$15K – $50K28
2016-02-26Vanguard Extended Market Index Investor PurchaseSpouse$1,001 – $15Kannual
2016-02-26Vanguard 500 Index Investor PurchaseSpouse$1,001 – $15Kannual
2016-01-07Lakeland Tenn Go Cap Outlay NTS PurchaseSpouse$15K – $50K13
2016-01-07Metropolitan Nashville Arpt Au Arpt PurchaseSpouse$15K – $50K13
2016-01-05Robertson CNTY Tenn Go Ref BDS PurchaseSpouse$15K – $50K15
2015-12-31Multi-Strategy Common Trust Fund PurchaseSpouse$50K – $100Kannual
2015-12-31International Equity Common Trust Fund PurchaseSpouse$50K – $100Kannual
2015-12-31DTC Equity Common Trust Fund PurchaseSpouse$15K – $50Kannual
2015-12-30Tortoise MLP & Pipeline Instl PurchaseSpouse$15K – $50Kannual
2015-12-22Robertson CNTY Tenn Go SCH BDS PurchaseSpouse$15K – $50K29
2015-12-21Robertson County TN Go Bond PurchaseSpouse$15K – $50Kannual
2015-12-18Oppenheimer SteelPath MLP Select 40 Y Sale (Full)Spouse$50K – $100Kannual
2015-12-18Vanguard Extended Market Idx Inv PurchaseSpouse$15K – $50Kannual
2015-12-18Vanguard 500 Index Inv PurchaseSpouse$50K – $100Kannual
2015-12-18Tortoise MLP & Pipeline Instl PurchaseSpouse$50K – $100Kannual
2015-12-18Lazard Emerging Markets Core Equity Inst PurchaseSpouse$15K – $50Kannual
2015-12-15Custom Foods of America Inc. Sale (Partial)Spouse$250K – $500K183
2015-12-153600 Management LLC Sale (Full)Self$1.0M – $5.0M183
2015-12-15Custom Foods of America Inc. Sale (Partial)Self$250K – $500K183
2015-10-30Vanguard Dividend Appreciation ETF PurchaseSpouse$15K – $50Kannual
2015-10-30Oppenheimer SteelPath MLP Select 40 Y PurchaseSpouse$15K – $50Kannual
2015-09-30Winston Global Fund LP Onshore PurchaseSpouse$250K – $500Kannual
2015-09-23Oppenheimer SteelPath MLP Select 40 Y Sale (Partial)Spouse$1,001 – $15Kannual
2015-09-23Whitebox Tactical Opportunities Instl Sale (Full)Spouse$15K – $50Kannual
2015-09-23Vanguard Dividend Appreciation ETF Sale (Partial)Spouse$50K – $100Kannual
2015-09-23RiverNorth Core Opportunity I Sale (Full)Spouse$50K – $100Kannual
2015-09-23PIMCO All Asset Instl Sale (Full)Spouse$50K – $100Kannual
2015-09-23Lazard Emerging Markets Core Equity Inst Sale (Partial)Spouse$1,001 – $15Kannual
2015-09-23FPA Crescent Sale (Full)Spouse$50K – $100Kannual
2015-09-23ASTON/River Road Independent Value I Sale (Full)Spouse$1,001 – $15Kannual
2015-08-31Small/Mid Cap US Equity Common Trust Fund Sale (Partial)Spouse$15K – $50Kannual
2015-08-31Large Cap US Equity Common Trust Fund Sale (Partial)Spouse$50K – $100Kannual
2015-08-31International Equity Common Trust Fund Sale (Partial)Spouse$50K – $100Kannual
2015-08-31DTC Equity Common Trust Fund Sale (Partial)Spouse$15K – $50Kannual
2015-07-28Broad Based Consumer Credit (Q) Fund LP PurchaseSpouse$100K – $250Kannual
2015-07-2426.02 Acres, US Hwy 77, Victoria, TX (Little Star Partnership) Sale (Full)Spouse$15K – $50Kannual
2015-07-23Whitebox Tactical Opportunities Instl Sale (Partial)Spouse$15K – $50Kannual
2015-07-23RiverNorth Core Opportunity I Sale (Partial)Spouse$50K – $100Kannual
2015-07-23PIMCO All Asset Instl Sale (Partial)Spouse$50K – $100Kannual
2015-07-23FPA Crescent Sale (Partial)Spouse$15K – $50Kannual
2015-07-23ASTON/River Road Independent Value I Sale (Partial)Spouse$15K – $50Kannual
2015-07-105.26 Acres, US Hwy 77, Victoria, TX (Little Star Partnership) Sale (Full)Spouse$1,001 – $15Kannual
2015-06-16Whitebox Tactical Opportunities Instl Sale (Partial)Spouse$15K – $50Kannual
2015-06-16PIMCO All Asset Instl Sale (Partial)Spouse$50K – $100Kannual
2015-06-16Oppenheimer SteelPath MLP Select 40 Y Sale (Partial)Spouse$1,001 – $15Kannual
2015-06-16Gateway Y Sale (Full)Spouse$1,001 – $15Kannual
2015-06-16Lazard Emerging Markets Core Equity Inst Sale (Partial)Spouse$15K – $50Kannual
2015-06-16FPA Crescent Sale (Partial)Spouse$15K – $50Kannual
2015-06-16ASTON/River Road Independent Value I Sale (Partial)Spouse$15K – $50Kannual
2015-04-30PIMCO All Asset Instl Sale (Partial)Spouse$1,001 – $15Kannual
2015-04-30Large Cap US Equity Common Trust Fund PurchaseSpouse$1,001 – $15Kannual
2015-04-30Vanguard Dividend Appreciation ETF PurchaseSpouse$1,001 – $15Kannual
2015-04-30Oppenheimer SteelPath MLP Select 40 Y PurchaseSpouse$1,001 – $15Kannual
2015-03-31Gateway Y Sale (Partial)Spouse$50K – $100Kannual
2015-03-31International Equity Common Trust Fund PurchaseSpouse$15K – $50Kannual
2015-03-31Lazard Emerging Markets Core Equity Inst PurchaseSpouse$1,001 – $15Kannual
2015-03-31FPA Crescent PurchaseSpouse$50K – $100Kannual
2015-01-30International Equity Common Trust Fund PurchaseSpouse$15K – $50Kannual
2015-01-30Vanguard Dividend Appreciation ETF PurchaseSpouse$1,001 – $15Kannual

Financial disclosures

30 reports

To see a report, search efdsearch.senate.gov for the senator's name and the date it was filed; the site doesn't allow links to its reports.

FiledReportEntries
Jan 28, 2021Termination Report for 01/03/20219
Aug 12, 2020Annual Report for Calendar 2018 (Amendment 1)27
Aug 12, 2020Annual Report for Calendar 20196
Apr 16, 2020Annual Report for 2019 Due Date Extension 10
Feb 27, 2020Periodic Transaction Report for 02/27/20204
Nov 18, 2019Periodic Transaction Report for 11/18/20191
Jun 20, 2019Annual Report for Calendar 2017 (Amendment 1)47
Jun 20, 2019Annual Report for Calendar 201827
Jun 20, 2019Periodic Transaction Report for 06/20/20195
Jun 14, 2019Annual Report for 2018 Due Date Extension 20
May 13, 2019Annual Report for 2018 Due Date Extension 10
Oct 2, 2018Periodic Transaction Report for 10/02/20181
Aug 6, 2018Annual Report for Calendar 2016 (Amendment 1)41
Jun 18, 2018Annual Report (Amendment)scan
Jun 14, 2018Annual Report for Calendar 201747
May 15, 2018Annual Report for 2017 Due Date Extension 10
Nov 30, 2017Periodic Transaction Report for 11/30/20171
Oct 30, 2017Periodic Transaction Report for 10/30/20177
Sep 29, 2017Periodic Transaction Report for 09/29/20173
Jul 28, 2017Periodic Transaction Report for 07/28/20171
Jun 27, 2017Periodic Transaction Report for 06/27/201710
May 15, 2017Annual Report for Calendar 201641
Dec 5, 2016Periodic Transaction Report for 12/05/20162
Sep 27, 2016Periodic Transaction Report for 09/27/20161
Jul 8, 2016Periodic Transaction Report for 07/08/20161
Jun 15, 2016Annual Report for Calendar 201550
Jun 15, 2016Periodic Transaction Report for 06/15/20163
May 11, 2016Annual Report for 2015 Due Date Extension 10
Apr 29, 2016Periodic Transaction Report for 04/29/20161
Jan 20, 2016Periodic Transaction Report for 01/20/20164