Senate Files

Senators

Marsha Blackburn R

Republican senator from Tennessee, serving since Jan 3, 2019. Up for re-election in 2030.

Among all 100 senators

Each dot is a senator; Blackburn 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

$3.2M$49K$115.9M

Votes with their party

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

100.0%79.5%100.0%

Missed votes

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

5.8%0.0%15.0%

Lobbyists' giving

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

$5.5M$6,000$11.9M

Money from out of state

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

78%21%98%

Bills sponsored

In the 119th Congress (Congress.gov)

1452191

Voting record

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

0.63← more liberalmore conservative →

Where their campaign money comes from

2025–26
$3.2M
2023–24
$13.6M
2021–22
$3.2M
See the data
PeriodRaisedIndividualsPACsPartiesOwn moneySpentCashOutside forOutside against
2025–26$3,215,324$254,699$132,500$0$0$7,976,154$377,784$0$0
2023–24$13,571,274$3,874,100$2,143,309$0$0$12,059,747$5,138,615$492,774$0
2021–22$3,200,122$516,079$443,552$0$0$1,253,933$3,627,087$0$0

FEC totals through Sep 30, 2026.

Who gives to them

Their itemized individual contributions (over $200 from a donor in an election cycle): from inside Tennessee versus everywhere else, each period.

2025–26
$182K
2023–24
$3.3M
2021–22
$425K

Where it came from

  • Less
  • More
  • Their state
AKMEVTNHWAIDMTNDMNILWIMINYRIMAORNVWYSDIAINOHPANJCTCAUTCONEMOKYWVVAMDDEAZNMKSARTNNCSCOKLAMSALGAHITXFL

Their donors' employers

Employers as donors wrote them, 2021 on (retired and not employed donors aside).

APOLLO GLOBAL MANAGEMENT
$24K
RDV CORPORATION
$20K
DAVITA
$18K
HERZOG
$17K
LEIDOS
$16K
AMAZON
$15K
BGR GROUP
$14K
MELALEUCA
$13K
ICECAP GROUP
$13K
DISH NETWORK
$13K
AKIN GUMP STRAUSS HAUER & FELD
$13K
WEST CANCER CENTER
$13K
The largest donors, and the numbers
PeriodItemizedContributionsFrom TNRetired donors
2025–26$182,2743,21022%38%
2023–24$3,260,64018,53638%28%
2021–22$425,4071,45731%18%
DonorWhereEmployer, occupationTotal
JACOBS, BENENGLEWOOD, NJSELF-EMPLOYED, FINANCE$13,600
KING, RODNEY W.GERMANTOWN, TNSELF-EMPLOYED, ATTORNEY$13,200
SILVERMAN, JEFFREYSURFSIDE, FLRETIRED, RETIRED$13,200
WILLOX, NORMANJUPITER, FLBLUEWATER INTERNATIONAL, MANAGING PARTNER$11,600
COLWELL, ROBINMCLEAN, VABGR GROUP, CONSULTANT$11,000
BEAN, BILL G.COLUMBIA CITY, INHANNING & BEAN ENTERPRISES INC., REAL ESTATE INVESTOR$10,000
WETHERINGTON, WILLIAM MICHAEL MR.GALLATIN, TNAMERICAN DEVELOPMENT CORP., OWNER$7,600
WAGNER, CHARLES A. MR. IIIKNOXVILLE, TNJTV, ATTORNEY$7,500
BROYDRICK, WILLIAMREHOBOTH BEACH, DEBROYDRICK AND ASSOCIATES, CONSULTANT$7,000
CASTLE, JOHN K. MR.NEW YORK, NYCASTLE HARLAN INC, MERCHANT BANKER$7,000
WINKLEVOSS, CAMERONNEW YORK, NYWINKLEVOSS CAPITAL MANAGEMENT, FOUNDER$7,000
SWAIM, SUSANELEPHANT BUTTE, NMRETIRED, RETIRED$6,650
BOVENDER, BARBARANASHVILLE, TNHOMEMAKER, HOMEMAKER$6,600
BRIMHALL, REBECCA B. MRS.BARTLETT, TNBRIMHALL FOODS CO. INC., EXECUTIVE$6,600
BRIMHALL, TERRY MR.BARTLETT, TNBRIMHALL FOODS COMPANY INC., EXECUTIVE$6,600
DE NICOLA, ANTHONY J. MR.ENGLEWOOD, FLWCAS, CHAIRMAN$6,600
DEVOS, BETSYGRAND RAPIDS, MIRDV CORPORATION, EXECUTIVE$6,600
DEVOS, DANIEL G. MR.GRAND RAPIDS, MIRDV CORPORATION, EXECUTIVE$6,600
DEVOS, DOUGLAS L. MR.GRAND RAPIDS, MIAMWAY, PRESIDENT$6,600
DEVOS, RICHARD M. JR.GRAND RAPIDS, MIRETIRED, RETIRED$6,600
DEVOS, SUZANNE CHERYL MS.GRAND RAPIDS, MIHOMEMAKER, HOMEMAKER$6,600
DUHAMEL, WILLIAM F. MR.SAN FRANCISCO, CAROUTE ONE INVESTMENT CO., MANAGING MEMBER$6,600
DWECK, EZRABROOKLYN, NYICECAP GROUP, EXECUTIVE$6,600
EHMANN, STEVEGRAND RAPIDS, MIRDV CORPORATION, EXECUTIVE$6,600
EMMET, RICHARDLARCHMONT, NYJANE ST. CAPITAL, TRADER$6,600

Their biggest PAC and party givers

NORPAC
$42K
2024 THUNE REPUBLICAN SENATE VICTORY
$31K
CASSIDY
$15K
SAMSUNG ELECTRONICS AMERICA INC POLITICAL ACTION COMMITTEE
$12K
All 25
CommitteeConnected organizationTotalGifts
NORPACNONE$42,3802
2024 THUNE REPUBLICAN SENATE VICTORYNONE$31,1004
OSHKOSH CORPORATION EMPLOYEES PAC (OCEPAC)OSHKOSH CORPORATION$20,0005
1-800 CONTACTS, INC. PAC1-800 CONTACTS, INC.$17,5004
CONTINUING AMERICA'S STRENGTH AND SECURITY PACCASSIDY$15,0003
AMERICAN COLLEGE OF RADIOLOGY ASSOCIATION PACAMERICAN COLLEGE OF RADIOLOGY ASSOCIATION$15,0003
SAFARI CLUB INTERNATIONAL PAC (SCI-PAC)SAFARI CLUB INTERNATIONAL$12,5003
AMERICAN SOCIETY OF ANESTHESIOLOGISTS POLITICAL ACTION COMMITTEE (ASA PAC)AMERICAN SOCIETY OF ANESTHESIOLOGISTS$12,5007
SAMSUNG ELECTRONICS AMERICA INC POLITICAL ACTION COMMITTEE$12,0005
MEDTRONIC INC. PACMEDTRONIC INC.$12,0004
MOTOROLA SOLUTIONS, INC. POLITICAL ACTION COMMITTEEMOTOROLA SOLUTIONS, INC.$11,50010
BROWN-FORMAN CORPORATION NON-PARTISAN COMMITTEE FOR RESPONSIBLE GOVERNMENTBROWN-FORMAN CORPORATION$11,37710
COMMITTEE ORGANIZED FOR THE TRADING OF COTTON PAC OF THE AMERICAN COTTON SHIPPERS ASSOCIATAMERICAN COTTON SHIPPERS ASSN$11,0004
AMERICAN CABLE ASSOCIATION INC PAC (ACA PAC)AMERICAN CABLE ASSOCIATION, INC.$11,0005
WORKING FOR OHIOVANCE$10,0002
WINE AND SPIRITS WHOLESALERS OF AMERICA, INC. POLITICAL ACTION COMMITTEEWINE & SPIRITS WHOLESALERS OF AMERICA$10,0003
WILD AND WONDERFUL PACCAPITO$10,0002
WALMART INC. PAC FOR RESPONSIBLE GOVERNMENTWALMART INC.$10,0004
VALUE IN ELECTING WOMEN POLITICAL ACTION COMMITTEEMCMORRIS RODGERS WIN THE FUTURE FUND$10,0002
UNION PACIFIC CORP. FUND FOR EFFECTIVE GOVERNMENTUNION PACIFIC CORP.$10,0002
U.S. ANESTHESIA PARTNERS, INC. PAC D/B/A/ USAP PACU.S. ANESTHESIA PARTNERS, INC.$10,0002
TWDC ENTERPRISES 18 CORP. EMPLOYEES PAC AKA 'THE WALT DISNEY COMPANY EMPLOYEES PAC' OR 'DISNEY PAC'TWDC ENTERPRISES 18 CORP.$10,0006
TRUE NORTH PACSULLIVAN$10,0002
TRACTOR SUPPLY COMPANY POLITICAL ACTION COMMITTEETRACTOR SUPPLY COMPANY$10,0004
TOMORROW IS MEANINGFUL PACSCOTT$10,0002

Outside spending for and against them

All of it
$493K

Who spent it

AMERICAN COLLEGE OF RADIOLOGY ASSOCIATION PAC
$291K
AMERICAN HOSPITAL ASSOCIATION PAC
$102K
NATIONAL VICTORY ACTION FUND
$100K
HUNTER ACTION FUND (HAF)
$682
SENATE CONSERVATIVES FUND
$2
See the data
SpenderFor or againstTotalReports
AMERICAN COLLEGE OF RADIOLOGY ASSOCIATION PACfor$290,5684
AMERICAN HOSPITAL ASSOCIATION PACfor$101,5221
NATIONAL VICTORY ACTION FUNDfor$100,0001
HUNTER ACTION FUND (HAF)for$6822
SENATE CONSERVATIVES FUNDfor$21

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 25
RegistrantTotalItemsFirstLatest
AMERICAN COLLEGE OF RADIOLOGY ASSOCIATION$616,14016Mar 30, 2023Jan 31, 2026
AMERICAN HOSPITAL ASSOCIATION$129,0228Nov 16, 2021Oct 17, 2024
LKQ CORPORATION$75,00015Jun 30, 2021Jun 30, 2026
AKIN GUMP STRAUSS HAUER & FELD$73,25047Mar 17, 2021Mar 31, 2026
AMGEN, INC.$55,50017Mar 1, 2021Jun 30, 2025
CORECIVIC, INC.$52,4507Mar 3, 2021Apr 17, 2026
BROWNSTEIN HYATT FARBER SCHRECK, LLP$50,30041Mar 11, 2021Sep 17, 2024
GENERAL MOTORS COMPANY$40,0008Apr 26, 2021May 13, 2025
DAVITA INC.$39,5009Dec 13, 2021Jun 26, 2026
HART HEALTH STRATEGIES$36,8009Jun 30, 2021Jun 18, 2025
COMCAST CORPORATION$36,50011Apr 30, 2021Sep 26, 2024
AT&T SERVICES, INC. AND ITS AFFILIATES$36,0009Nov 9, 2021Mar 28, 2025
KOCH GOVERNMENT AFFAIRS, LLC$35,04113Mar 23, 2021May 19, 2025
THE HOME DEPOT$35,0007Sep 21, 2021Apr 29, 2024
FORD MOTOR COMPANY$34,00011Oct 6, 2021Feb 14, 2024
VERIZON COMMUNICATIONS INC. AND VARIOUS SUBSIDIARIES$33,00011Mar 29, 2021May 29, 2025
K&L GATES, LLP$32,00022Jul 27, 2022Sep 24, 2024
BNSF RAILWAY COMPANY$32,0009Jul 30, 2021Dec 15, 2025
FEDERATION OF AMERICAN HOSPITALS$31,5009Sep 28, 2021Jun 18, 2026
UPS (UNITED PARCEL SERVICE)$30,5008Nov 22, 2021Apr 16, 2025
HOLLAND & KNIGHT LLP$30,50018Dec 18, 2021Oct 17, 2024
UNION PACIFIC CORPORATION$30,0006Aug 18, 2021Sep 25, 2024
ORACLE CORPORATION$30,0007Mar 22, 2022Jul 9, 2025
NORFOLK SOUTHERN CORPORATION$30,0007Jul 26, 2021Sep 5, 2024
INTERNATIONAL PAPER$30,0007Jun 22, 2021Mar 27, 2025

How they've voted lately

Their last 150 roll calls in the 119th Congress, oldest to newest.

  • Yea
  • Nay
  • Not voting
  • Against their party
Apr 28, 2026Sep 30, 2026

On the most-lobbied bills

How many clients' lobbying reports named each bill; the bar's color is their vote on its deciding roll call.

H.R. 1
An act to provide for reconciliation pursuant to title II of H. Con. R…
3,419 clients
H.R. 5376
An act to provide for reconciliation pursuant to title II of S. Con. R…
3,169 clients
H.R. 1319
American Rescue Plan Act of 2021
2,160 clients
H.R. 3684
Infrastructure Investment and Jobs Act
2,036 clients
H.R. 2617
Consolidated Appropriations Act, 2023
1,900 clients
H.R. 2471
Consolidated Appropriations Act, 2022
1,154 clients
S. 1260
United States Innovation and Competition Act of 2021
1,029 clients
H.R. 2670
National Defense Authorization Act for Fiscal Year 2024
959 clients
H.R. 4521
Strategic Competition Act of 2021
875 clients
S. 2296
National Defense Authorization Act for Fiscal Year 2026
863 clients
H.R. 4350
National Defense Authorization Act for Fiscal Year 2022
856 clients
S. 4784
National Defense Authorization Act for Fiscal Year 2027
848 clients
S.Con.Res. 14
A concurrent resolution setting forth the congressional budget for the…
836 clients
H.R. 1968
Full-Year Continuing Appropriations and Extensions Act, 2025
812 clients
S. 2226
National Defense Authorization Act for Fiscal Year 2024
745 clients
Every vote
DateQuestionMeasureVoteResult
Sep 30, 2026On the NominationPN1129 Keith Sonderling, of Florida, to be Secretary of Labornot votingNomination Confirmed
Sep 30, 2026On the Cloture MotionPN1129 Keith Sonderling, of Florida, to be Secretary of LaboryeaCloture Motion Agreed to
Sep 30, 2026On Cloture on the Motion to ProceedH.R. 9340 A bill to amend the Public Utility Regulatory Policies Act of 1978 to establish a Federal standard relating to the recovery of the full, incyeaCloture on the Motion to Proceed Rejected
Sep 30, 2026On Cloture on the Motion to ProceedH.R. 7008 A bill to amend chapter 131 of title 5 to require certain restrictions on stocks for Members of Congress and their spouses and dependents, ayeaCloture on the Motion to Proceed Rejected
Sep 29, 2026On the Motion to DischargeS.Res. 852 A resolution requesting information on Israel's human rights practices pursuant to section 502B(c) of the Foreign Assistance Act of 1961.nayMotion to Discharge Rejected
Sep 29, 2026On the Motion to ProceedS.J.Res. 197 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the CentnayMotion to Proceed Rejected
Sep 28, 2026On Passage of the BillS. 4668 A bill to protect the name, image, and likeness rights of, and provide protections for, student athletes and to promote fair competition amoyeaBill Passed
Sep 28, 2026On the AmendmentS. 4668 To establish certain standards with respect to coaches of varsity sports teams.nayAmendment Rejected
Sep 28, 2026On the AmendmentS. 4668 To increase the limitation on funding for post-eligibility insurance and catastrophic injury for student athletes.nayAmendment Rejected
Sep 28, 2026On the AmendmentS. 4668 To limit price increases for college athletics tickets.nayAmendment Rejected
Sep 28, 2026On the AmendmentS. 4668 To improve the bill.nayAmendment Rejected
Sep 28, 2026On the AmendmentS. 4668 To modify the provision relating to the relationship of this Act to existing law.yeaAmendment Agreed to
Sep 24, 2026On the Concurrent ResolutionH.Con.Res. 89 A concurrent resolution directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed ForcesnayConcurrent Resolution Rejected
Sep 24, 2026On the Cloture MotionS. 4668 A bill to protect the name, image, and likeness rights of, and provide protections for, student athletes and to promote fair competition amoyeaCloture Motion Agreed to
Sep 24, 2026On the AmendmentS. 4668 In the nature of a substitute.yeaAmendment Agreed to
Sep 23, 2026On the NominationPN9991 Angela Veronica Colmenero, of Texas, to be United States District Judge for the Southern District of TexasyeaNomination Confirmed
Sep 22, 2026On the Cloture MotionS. 4668 In the nature of a substitute.yeaCloture Motion Agreed to
Sep 22, 2026On the Cloture MotionPN9991 Angela Veronica Colmenero, of Texas, to be United States District Judge for the Southern District of TexasyeaCloture Motion Agreed to
Sep 17, 2026On the NominationPN9994 Kasdin Miller Mitchell, of Texas, to be United States District Judge for the Northern District of TexasyeaNomination Confirmed
Sep 17, 2026On the Cloture MotionPN9994 Kasdin Miller Mitchell, of Texas, to be United States District Judge for the Northern District of TexasyeaCloture Motion Agreed to
Sep 17, 2026On the Motion to ProceedS. 4668 A bill to protect the name, image, and likeness rights of, and provide protections for, student athletes and to promote fair competition amoyeaMotion to Proceed Agreed to
Sep 15, 2026On Cloture on the Motion to ProceedS. 4668 A bill to protect the name, image, and likeness rights of, and provide protections for, student athletes and to promote fair competition amoyeaCloture on the Motion to Proceed Agreed to
Sep 15, 2026On Cloture on the Motion to ProceedH.R. 3633 To provide for a system of regulation of the offer and sale of digital commodities by the Securities and Exchange Commission and the CommodiyeaCloture on the Motion to Proceed Rejected
Sep 15, 2026On the NominationPN10933 Matthew R. Byrne, of Ohio, to be United States District Judge for the Southern District of OhioyeaNomination Confirmed
Sep 14, 2026On the Cloture MotionPN10933 Matthew R. Byrne, of Ohio, to be United States District Judge for the Southern District of OhioyeaCloture Motion Agreed to
Aug 8, 2026On Cloture on the Motion to ProceedS. 5271 A bill to amend the Help America Vote Act of 2002 to require voters to provide photo identification.yeaCloture on the Motion to Proceed Rejected
Aug 8, 2026On the NominationPN1078 Todd Blanche, of Florida, to be Attorney GeneralyeaNomination Confirmed
Aug 8, 2026On the Cloture MotionPN1078 Todd Blanche, of Florida, to be Attorney GeneralyeaCloture Motion Agreed to
Aug 8, 2026On Passage of the BillH.R. 6500 An act making continuing appropriations and extensions for fiscal year 2027, and for other purposes.yeaBill Passed
Aug 8, 2026On the Motion to TableH.R. 6500 To strike section 2019.nayMotion to Table Agreed to
Aug 7, 2026On the Cloture MotionH.R. 6500 In the nature of a substitute.yeaCloture Motion Agreed to
Aug 7, 2026On the NominationPN73011 Francis Brooke, of Virginia, to be Deputy Secretary of the Treasury; and George McMaster, of South Carolina, to be an Assistant Secretary ofyeaNomination Confirmed
Aug 7, 2026On Passage of the BillH.R. 5334 An act to impose sanctions and other measures with respect to the Russian Federation, as championed by the late Senator Lindsey O. Graham, anot votingBill Passed
Aug 7, 2026On the AmendmentH.R. 5334 To strike the provision relating to duties on countries that purchase Russian-origin crude oil or natural gas or facilitate sanctions evasionot votingAmendment Rejected
Aug 5, 2026On the Motion to ProceedS.J.Res. 187 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Envinot votingMotion to Proceed Rejected
Aug 5, 2026On the Cloture MotionPN73011 Francis Brooke, of Virginia, to be Deputy Secretary of the Treasury; and George McMaster, of South Carolina, to be an Assistant Secretary ofnot votingCloture Motion Agreed to
Aug 5, 2026On the NominationPN932 Erica Schwartz, of Florida, to be Director of the Centers for Disease Control and Preventionnot votingNomination Confirmed
Aug 5, 2026On the Cloture MotionPN932 Erica Schwartz, of Florida, to be Director of the Centers for Disease Control and PreventionyeaCloture Motion Agreed to
Aug 3, 2026On Cloture on the Motion to ProceedH.R. 6500 A bill to extend duty-free treatment provided with respect to imports from certain countries in Africa under the African Growth and Opportunnot votingCloture on the Motion to Proceed Agreed to
Jul 30, 2026On the ResolutionS.Res. 817 An executive resolution authorizing the en bloc consideration in Executive Session of certain nominations on the Executive Calendar.not votingResolution Agreed to
Jul 30, 2026On the Motion to DischargeS.J.Res. 181 A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that nayMotion to Discharge Rejected
Jul 30, 2026On the Motion to ProceedS.J.Res. 199 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the DepanayMotion to Proceed Rejected
Jul 29, 2026On the Cloture MotionS.Res. 817 An executive resolution authorizing the en bloc consideration in Executive Session of certain nominations on the Executive Calendar.yeaCloture Motion Agreed to
Jul 29, 2026On the Motion to ProceedH.R. 5334 A bill to amend the Internal Revenue Code of 1986 to allow early childhood educators to take the educator expense deduction, and for other pyeaMotion to Proceed Agreed to
Jul 28, 2026On Cloture on the Motion to ProceedH.R. 5334 A bill to amend the Internal Revenue Code of 1986 to allow early childhood educators to take the educator expense deduction, and for other pyeaCloture on the Motion to Proceed Agreed to
Jul 28, 2026On the NominationPN1092 Walter Clayton, of New York, to be Director of National IntelligenceyeaNomination Confirmed
Jul 27, 2026On the Cloture MotionPN1092 Walter Clayton, of New York, to be Director of National IntelligenceyeaCloture Motion Agreed to
Jul 23, 2026On the NominationPN9995 Antonio M. Pozos, of Pennsylvania, to be United States District Judge for the Eastern District of PennsylvaniayeaNomination Confirmed
Jul 23, 2026On the NominationPN9996 Daniel Mack Traynor, of North Dakota, to be United States Circuit Judge for the Eighth CircuityeaNomination Confirmed
Jul 23, 2026On the Motion to DischargeS.J.Res. 180 A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that nayMotion to Discharge Rejected
Jul 22, 2026On the Cloture MotionPN9996 Daniel Mack Traynor, of North Dakota, to be United States Circuit Judge for the Eighth CircuityeaCloture Motion Agreed to
Jul 22, 2026On the Cloture MotionPN9995 Antonio M. Pozos, of Pennsylvania, to be United States District Judge for the Eastern District of PennsylvaniayeaCloture Motion Agreed to
Jul 22, 2026On the NominationPN9993 Michael C. Martin, of Michigan, to be United States District Judge for the Eastern District of MichiganyeaNomination Confirmed
Jul 22, 2026On the Cloture MotionPN9993 Michael C. Martin, of Michigan, to be United States District Judge for the Eastern District of MichiganyeaCloture Motion Agreed to
Jul 22, 2026On the NominationPN9381 Benjamin M. Flowers, of Ohio, to be United States Circuit Judge for the Sixth CircuityeaNomination Confirmed
Jul 21, 2026On the NominationPN8518 Kara Marie Westercamp, of Virginia, to be a Judge of the United States Court of International TradeyeaNomination Confirmed
Jul 20, 2026On the Cloture MotionPN9381 Benjamin M. Flowers, of Ohio, to be United States Circuit Judge for the Sixth CircuityeaCloture Motion Agreed to
Jul 16, 2026On the Motion to ProceedS.J.Res. 198 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the CentnayMotion to Proceed Rejected
Jul 16, 2026On the Cloture MotionPN8518 Kara Marie Westercamp, of Virginia, to be a Judge of the United States Court of International TradeyeaCloture Motion Agreed to
Jul 15, 2026On the NominationPN9304 Jeffrey T. Kuntz, of Florida, to be United States District Judge for the Southern District of FloridayeaNomination Confirmed
Jul 15, 2026On the Cloture MotionPN9304 Jeffrey T. Kuntz, of Florida, to be United States District Judge for the Southern District of FloridayeaCloture Motion Agreed to
Jul 14, 2026On Cloture on the Motion to ProceedS. 4784 An original bill to authorize appropriations for fiscal year 2027 for military activities of the Department of Defense, for military construyeaCloture on the Motion to Proceed Rejected
Jul 14, 2026On the NominationPN9382 Matthew A. Schwartz, of New York, to be United States Circuit Judge for the Second CircuityeaNomination Confirmed
Jul 13, 2026On the NominationPN9303 Arthur Roberts Jones, of Texas, to be United States District Judge for the Southern District of TexasyeaNomination Confirmed
Jun 24, 2026On the Motion to ProceedS.J.Res. 185 A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that nayMotion to Proceed Rejected
Jun 24, 2026On the Cloture MotionPN9382 Matthew A. Schwartz, of New York, to be United States Circuit Judge for the Second CircuityeaCloture Motion Agreed to
Jun 24, 2026On the Motion to ProceedS.J.Res. 196 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the DepanayMotion to Proceed Rejected
Jun 24, 2026On the Cloture MotionPN9303 Arthur Roberts Jones, of Texas, to be United States District Judge for the Southern District of TexasyeaCloture Motion Agreed to
Jun 24, 2026On the NominationPN9302 Michael J. Hendershot, of Ohio, to be United States District Judge for the Northern District of OhioyeaNomination Confirmed
Jun 24, 2026On the Cloture MotionPN9302 Michael J. Hendershot, of Ohio, to be United States District Judge for the Northern District of OhioyeaCloture Motion Agreed to
Jun 24, 2026On the NominationPN9307 John George Edward Marck, of Texas, to be United States District Judge for the Southern District of TexasyeaNomination Confirmed
Jun 24, 2026On the Cloture MotionPN9307 John George Edward Marck, of Texas, to be United States District Judge for the Southern District of TexasyeaCloture Motion Agreed to
Jun 23, 2026On the Concurrent ResolutionH.Con.Res. 86 A concurrent resolution directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed ForcesnayConcurrent Resolution Agreed to
Jun 23, 2026On the NominationPN8593 Darrell Owens, of Pennsylvania, to be U.S. Representative to the Organization for Security and Cooperation in Europe, with the rank of AmbasyeaNomination Confirmed
Jun 22, 2026On the MotionH.R. 6644 A bill a bill to increase the supply of housing in America, and for other purposes.yeaMotion Agreed to
Jun 18, 2026On the NominationPN73033 George Holding, of North Carolina, to be United States Director of the European Bank for Reconstruction and DevelopmentyeaNomination Confirmed
Jun 18, 2026On the Cloture MotionH.R. 6644 A bill a bill to increase the supply of housing in America, and for other purposes.yeaCloture Motion Agreed to
Jun 17, 2026On the Motion to DischargeS.Res. 616 A resolution requesting information on Honduras's human rights practices pursuant to section 502B(c) of the Foreign Assistance Act of 1961.nayMotion to Discharge Rejected
Jun 17, 2026On the Cloture MotionPN73033 George Holding, of North Carolina, to be United States Director of the European Bank for Reconstruction and DevelopmentyeaCloture Motion Agreed to
Jun 17, 2026On the NominationPN9018 Michelle Steel, of California, to be Ambassador to the Republic of KoreayeaNomination Confirmed
Jun 17, 2026On the Cloture MotionPN9018 Michelle Steel, of California, to be Ambassador to the Republic of KoreayeaCloture Motion Agreed to
Jun 16, 2026On the Motion to ProceedH.R. 6644 A bill a bill to increase the supply of housing in America, and for other purposes.yeaMotion to Proceed Agreed to
Jun 16, 2026On the Motion to DischargeS.J.Res. 172 A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that nayMotion to Discharge Rejected
Jun 16, 2026On the Motion to ProceedS.J.Res. 190 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the ExecnayMotion to Proceed Rejected
Jun 15, 2026On the NominationPN8517 Justin D. Smith, of Missouri, to be United States Circuit Judge for the Eighth CircuityeaNomination Confirmed
Jun 11, 2026On the Cloture MotionPN8517 Justin D. Smith, of Missouri, to be United States Circuit Judge for the Eighth Circuitnot votingCloture Motion Agreed to
Jun 11, 2026On the NominationPN9014 Brock Dahl, of Maryland, to be Legal Adviser of the Department of Statenot votingNomination Confirmed
Jun 10, 2026On the Cloture MotionPN9014 Brock Dahl, of Maryland, to be Legal Adviser of the Department of Statenot votingCloture Motion Agreed to
Jun 10, 2026On the NominationPN8515 Anthony J. Powell, of Kansas, to be United States District Judge for the District of Kansasnot votingNomination Confirmed
Jun 10, 2026On the Cloture MotionPN8515 Anthony J. Powell, of Kansas, to be United States District Judge for the District of Kansasnot votingCloture Motion Agreed to
Jun 9, 2026On the NominationPN8514 Anthony W. Mattivi, of Kansas, to be United States District Judge for the District of KansasyeaNomination Confirmed
Jun 8, 2026On the Cloture MotionPN8514 Anthony W. Mattivi, of Kansas, to be United States District Judge for the District of KansasyeaCloture Motion Agreed to
Jun 5, 2026On the Motion to ProceedS. 1318 A bill to direct the American Battle Monuments Commission to establish a program to identify American-Jewish servicemembers buried in UnitedyeaMotion to Proceed Rejected
Jun 5, 2026On Passage of the BillS. 2 An original bill to provide for reconciliation pursuant to title II of S. Con. Res. 33.yeaBill Passed
Jun 5, 2026On the MotionS. 2 To provide for limitations on judgments, awards, and compromise settlements under section 1304 of title 31, United States Code.nayMotion Rejected
Jun 5, 2026On the MotionS. 2 To prohibit the use of funds to provide payments to certain individuals.nayMotion Rejected
Jun 5, 2026On the AmendmentS. 2 To appropriate amounts for local law enforcement hiring programs.nayAmendment Rejected
Jun 5, 2026On the MotionS. 2 To provide compensation to law enforcement officers who defended the United States Capitol during the events that occurred at or near the UnnayMotion Rejected
Jun 5, 2026On the MotionS. 2 To prohibit the Department of Justice from using taxpayer funds to make settlement payments to individuals convicted of assaulting law enfornayMotion Rejected
Jun 5, 2026On the AmendmentS. 2 To make appropriations for transparency and accountability.nayAmendment Rejected
Jun 5, 2026On the AmendmentS. 2 To make funds available for the timely adjudication of DACA renewal applications.nayAmendment Rejected
Jun 5, 2026On the AmendmentS. 2 To rescind unobligated balances under the One Big Beautiful Bill Act.nayAmendment Rejected
Jun 5, 2026On the AmendmentS. 2 To transfer amounts for youth mentoring programs of the Department of Justice.nayAmendment Rejected
Jun 5, 2026On the MotionS. 2 An original bill to provide for reconciliation pursuant to title II of S. Con. Res. 33.nayMotion Rejected
Jun 5, 2026On the MotionS. 2 To repurpose funds previously appropriated for U.S. Immigration and Customs Enforcement for the timely processing of DACA applications and rnayMotion Rejected
Jun 5, 2026On the MotionS. 2 To ensure only citizens are registered to vote in elections for Federal office, and to require voters to provide photo identification.yeaMotion Rejected
Jun 4, 2026On the MotionS. 2 To support the work performed by the Immigration Detention Ombudsman.nayMotion Rejected
Jun 4, 2026On the MotionS. 2 To redirect funding for U.S. Immigration and Customs Enforcement to the Child Care and Development Block Grant program.nayMotion Rejected
Jun 4, 2026On the MotionS. 2 To place reasonable limits on contributions to Super PACs which make independent expenditures.nayMotion Rejected
Jun 4, 2026On the MotionS. 2 An original bill to provide for reconciliation pursuant to title II of S. Con. Res. 33.nayMotion Rejected
Jun 4, 2026On the MotionS. 2 To make appropriations for the conduct of inspections of the Delaney Hall Detention Facility.nayMotion Rejected
Jun 4, 2026On the MotionS. 2 To prohibit the distribution of Federal funds to individuals convicted of certain crimes.nayMotion Rejected
Jun 4, 2026On the MotionS. 2 To ensure only citizens are registered to vote in elections for Federal office, and to require voters to provide photo identification, and fyeaMotion Rejected
Jun 4, 2026On the MotionS. 2 To prohibit an individual from acting as Director of National Intelligence if such individual is simultaneously serving as the head of any onayMotion Rejected
Jun 4, 2026On the MotionS. 2 To help build 7,000,000 new homes.nayMotion Rejected
Jun 4, 2026On the MotionS. 2 An original bill to provide for reconciliation pursuant to title II of S. Con. Res. 33.nayMotion Rejected
Jun 4, 2026On the MotionS. 2 To provide funding for the HOME Investment Partnerships program.nayMotion Rejected
Jun 4, 2026On the MotionS. 2 To provide a clarification relating to, and to prohibit the use of funds for, the White House Ballroom.nayMotion Rejected
Jun 4, 2026On the MotionS. 2 To reallocate funds that would have been used for the Anti-Weaponization Fund to fraud enforcement.nayMotion Rejected
Jun 4, 2026On the MotionS. 2 An original bill to provide for reconciliation pursuant to title II of S. Con. Res. 33.nayMotion Rejected
Jun 3, 2026On the Motion to ProceedS. 2 An original bill to provide for reconciliation pursuant to title II of S. Con. Res. 33.yeaMotion to Proceed Agreed to
Jun 3, 2026On the Motion to ProceedS.J.Res. 188 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the EnvinayMotion to Proceed Rejected
Jun 2, 2026On the NominationPN8512 Jeffrey M. Kuhlman, of Kansas, to be United States District Judge for the District of KansasyeaNomination Confirmed
Jun 2, 2026On the Cloture MotionPN8512 Jeffrey M. Kuhlman, of Kansas, to be United States District Judge for the District of KansasyeaCloture Motion Agreed to
Jun 2, 2026On the NominationPN8513 Kathleen S. Lane, of Montana, to be United States District Judge for the District of MontanayeaNomination Confirmed
Jun 1, 2026On the Cloture MotionPN8513 Kathleen S. Lane, of Montana, to be United States District Judge for the District of MontanayeaCloture Motion Agreed to
May 20, 2026On the NominationPN8516 Evan Rikhye, of the Virgin Islands, to be Judge for the District Court of the Virgin Islands for a term of ten yearsyeaNomination Confirmed
May 19, 2026On the Motion to DischargeS.J.Res. 185 A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that nayMotion to Discharge Agreed to
May 19, 2026On the Cloture MotionPN8516 Evan Rikhye, of the Virgin Islands, to be Judge for the District Court of the Virgin Islands for a term of ten yearsyeaCloture Motion Agreed to
May 19, 2026On the NominationPN8511 Sheria Akins Clarke, of South Carolina, to be United States District Judge for the District of South Carolinanot votingNomination Confirmed
May 19, 2026On the Cloture MotionPN8511 Sheria Akins Clarke, of South Carolina, to be United States District Judge for the District of South CarolinayeaCloture Motion Agreed to
May 18, 2026On the NominationPN7261 Catherine Dillon, of Maryland, to be an Assistant Secretary of State (Educational and Cultural Affairs); and Ademola Adewale-Sadik, of New YyeaNomination Confirmed
May 14, 2026On the Cloture MotionPN8061 Andrew Benson, of Maine, to be United States Attorney for the District of Maine for the term of four years; and William Boyle, of North CaroyeaCloture Motion Agreed to
May 13, 2026On the Motion to ProceedS.J.Res. 130 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the BurenayMotion to Proceed Rejected
May 13, 2026On the Motion to ProceedS.J.Res. 141 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by Bureau onayMotion to Proceed Rejected
May 13, 2026On the Motion to ProceedS.J.Res. 132 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the BurenayMotion to Proceed Rejected
May 13, 2026On the NominationPN8551 Kevin Warsh, of Florida, to be Chairman of the Board of Governors of the Federal Reserve System for a term of four yearsyeaNomination Confirmed
May 13, 2026On Cloture on the Motion to ProceedS.Res. 526 A resolution withholding the pay of Senators if a Government shutdown occurs.yeaCloture on the Motion to Proceed Agreed to
May 13, 2026On the Motion to DischargeS.J.Res. 163 A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that nayMotion to Discharge Rejected
May 12, 2026On the Cloture MotionPN8551 Kevin Warsh, of Florida, to be Chairman of the Board of Governors of the Federal Reserve System for a term of four yearsyeaCloture Motion Agreed to
May 12, 2026On the NominationPN8552 Kevin Warsh, of Florida, to be a Member of the Board of Governors of the Federal Reserve System for a term of fourteen years from February 1yeaNomination Confirmed
May 11, 2026On the Cloture MotionPN8552 Kevin Warsh, of Florida, to be a Member of the Board of Governors of the Federal Reserve System for a term of fourteen years from February 1yeaCloture Motion Agreed to
May 11, 2026On the ResolutionS.Res. 690 An executive resolution authorizing the en bloc consideration in Executive Session of certain nominations on the Executive Calendar.yeaResolution Agreed to
Apr 30, 2026On the Motion to DischargeS.J.Res. 184 A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that nayMotion to Discharge Rejected
Apr 30, 2026On the Cloture MotionS.Res. 690 An executive resolution authorizing the en bloc consideration in Executive Session of certain nominations on the Executive Calendar.yeaCloture Motion Agreed to
Apr 29, 2026On the Motion to ProceedS.J.Res. 99 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by U.S. CitnayMotion to Proceed Rejected
Apr 29, 2026On the Motion to ProceedS.J.Res. 139 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the EnvinayMotion to Proceed Rejected
Apr 29, 2026On the NominationPN73014 Robert Cekada, of Florida, to be Director, Bureau of Alcohol, Tobacco, Firearms, and ExplosivesyeaNomination Confirmed
Apr 28, 2026On the Point of OrderS.J.Res. 124 A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Republic of Cuba that have notyeaPoint of Order Well Taken
Apr 28, 2026On the Motion to ProceedS.Res. 690 An executive resolution authorizing the en bloc consideration in Executive Session of certain nominations on the Executive Calendar.yeaMotion to Proceed Agreed to

What they sponsor bills about

119th Congress: 145 sponsored, 2 became law · 118th Congress: 101 sponsored, 1 became law · 117th Congress: 67 sponsored, 1 became law

Health
45
Crime and Law Enforcement
40
International Affairs
26
Armed Forces and National Security
26
Taxation
23
Immigration
22
Government Operations and Politics
21
Science, Technology, Communications
17
Their bills
BillLatest action
S. 307Public Law 119-110 Prison Staff Safety Enhancement ActSep 16, 2026 Became Public Law No: 119-110.
S. 195Public Law 119-121 American Music Tourism Act of 2025Oct 9, 2026 Became Public Law No: 119-121.
S. 474Public Law 118-59 REPORT ActMay 7, 2024 Became Public Law No: 118-59.
S.Res. 934 A resolution designating October 10, 2026, as "American Girls in Sports Day".Sep 30, 2026 Referred to the Committee on the Judiciary. (text: CR S5267)
S. 5571 Biosimilars Access and Affordability ActSep 28, 2026 Read twice and referred to the Committee on Finance.
S.Res. 903 A resolution designating October 30, 2026, as a national day of remembrance for the workers of the nuclear weapons progrSep 24, 2026 Submitted in the Senate, considered, and agreed to without amendment and with a preamble by Unanimous Consent.
S.Res. 893 A resolution designating October 2026 as "National Country Music Month".Sep 23, 2026 Submitted in the Senate, considered, and agreed to without amendment and with a preamble by Unanimous Consent.
S.Res. 862 A resolution honoring the life and legacy of Dolly Parton, a daughter of Tennessee whose extraordinary contributions to Sep 17, 2026 Submitted in the Senate, considered, and agreed to without amendment and with a preamble by Unanimous Consent.
S. 5179 Title IX Clarification Act of 2026Jul 30, 2026 Read twice and referred to the Committee on Health, Education, Labor, and Pensions.
S.Res. 819 A resolution condemning the Government of the Islamic Republic of Iran for its ongoing human rights abuses, including itJul 30, 2026 Referred to the Committee on Foreign Relations. (text: CR S4390)
S. 5152 Daughters of the American Revolution Membership Integrity ActJul 28, 2026 Read twice and referred to the Committee on the Judiciary.
S. 5098 Enhancing K–12 Cybersecurity ActJul 23, 2026 Read twice and referred to the Committee on Homeland Security and Governmental Affairs.
S.Res. 808 A resolution expressing the sense of the Senate that Eleanor L. Ross, judge of the United States District Court for the Jul 21, 2026 Referred to the Committee on the Judiciary. (text: CR S4195)
S. 5023 Ban Birth Tourism Act of 2026Jul 16, 2026 Read twice and referred to the Committee on the Judiciary.
S. 4994 ONSHORE Manufacturing ActJul 15, 2026 Read twice and referred to the Committee on Finance.
S. 4840 Export Control Enforcement and Enhancement ActJun 18, 2026 Read twice and referred to the Committee on Banking, Housing, and Urban Affairs.
S. 4659 Election Security Partnership ActJun 2, 2026 Read twice and referred to the Committee on Rules and Administration.
S. 4405 287(g) Expansion ActApr 28, 2026 Read twice and referred to the Committee on the Judiciary.
S. 4408 Supporting Energy and Economic Development (SEED) ActApr 28, 2026 Read twice and referred to the Committee on Finance.
S. 4329 Title X Abortion Provider Prohibition ActApr 16, 2026 Read twice and referred to the Committee on Health, Education, Labor, and Pensions.
S. 4305 Safer Prisons Act of 2026Apr 15, 2026 Read twice and referred to the Committee on the Judiciary.
S. 4285 Guard Equal Benefits for Federal Missions ActApr 14, 2026 Read twice and referred to the Committee on Armed Services.
S. 4204 Rural Health Innovation Act of 2026Mar 25, 2026 Read twice and referred to the Committee on Health, Education, Labor, and Pensions.
S. 4207 American Innovation Act of 2026Mar 25, 2026 Read twice and referred to the Committee on Finance.
S. 4208 Rural America Health Corps ActMar 25, 2026 Read twice and referred to the Committee on Health, Education, Labor, and Pensions.
CongressSponsoredBecame lawCosponsored
119th1452502
118th1011581
117th671500

9 former staff now lobbying

JON ADAME
MEHLMAN CONSULTING, INC.
106 clients
STEPHEN VOLJAVEC
CROSSROADS STRATEGIES, LLC
71 clients
CHRIS KELLY
BGR GOVERNMENT AFFAIRS
59 clients
BLAKE CENTER
VALCOUR LLC
36 clients
JAMIE SUSSKIND
ACG ADVOCACY
23 clients
TORI SMITH
FORBES-TATE
22 clients
SEAN FARRELL
EAST CAPITOL ADVISORS LLC
8 clients
CALLIE SPICER
SQUIRE PATTON BOGGS
1 client
CHUCK FLINT
ALLIANCE FOR IRS ACCOUNTABILITY
1 client
See the data
LobbyistFormer position, as they list itFirmsClientsYears
JON ADAMECoS, LD, GC (Sen. Blackburn); Counsel (Rep. Blackburn); Policy Coordinator (House E&C); Intern (Sen. Domenici)MEHLMAN CONSULTING, INC.1062025
STEPHEN VOLJAVECLegislative Director, Rep. Vern Buchanan; Legislative Assistant, Senator Marsha BlackburnCROSSROADS STRATEGIES, LLC712025–2026
CHRIS KELLYHealth Policy Dir., Leg. Asst., Leg. Corr., Front Office Coordinator, Staff Asst. Sen. BlackburnBGR GOVERNMENT AFFAIRS592025–2026
BLAKE CENTERIntern, Sen. Bob Corker; Staff Assistant, Legislative Correspondent, Legislative Aide, Sen. Marsha Blackburn; Legislative Assistant, Rep. Kevin McCarthy; Legislative Assistant, 20thDistrict of California; Legislative Assistant, Rep. Vince Fong.VALCOUR LLC362025–2026
JAMIE SUSSKINDLegislative Director/Policy Adviser, Senator Marsha Blackburn; Chief of Staff/Legal Adviser, FCC; Chief Counsel/Legislative Counsel, Senator Deb Fischer; FCC Detailee, Senate Commerce, Science & Transportation CommitteeACG ADVOCACY232025–2026
TORI SMITHPolicy Advisor, Sen. Marsha Blackburn (2023-2025).FORBES-TATE222025–2026
SEAN FARRELLSenator Blackburn - Chief of StaffEAST CAPITOL ADVISORS LLC82024–2026
CALLIE SPICERJune 2025- July 2025: Intern for Congressman Tom McClintock; August 2025-December 2025: District Intern for Senator Marsha BlackburnSQUIRE PATTON BOGGS12026
CHUCK FLINTLegislative Assistant, Legislative Counsel, Rep. Dennis Ross; Legislative Counsel, Legislative Director & Counsel, Chief of Staff, Rep. Marsha Blackburn; Chief of Staff, Sen. Marsha Blackburn; Policy Coordinator, Committee on Energy and Commerce.ALLIANCE FOR IRS ACCOUNTABILITY12025

Subcommittees

Holdings and trades

$331K – $2.2Mnet worth, 2025 report
222trades on their reports
—trades reported after 45 days
—typical time to report a trade
0reports filed on paper
11filing 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$10M20182019202020212022202320242025

Largest holdings, 2025 report

ANWPX - American Funds New Perspective Fund Class A
Mutual Funds · Self · in American Funds Brokerage Account
$100K+
Pinnacle Bank
Bank Deposit · Self
$100K+
M Financial Group
Bank Deposit · Self · in M Financial Group
$100K+
JNL/American Funds Growth A
Mutual Funds · Self · in Jackson National Life Insurance Perspective II Variable and Fixed Annuity
$100K+
JNL/Mellon Nasdaq 100 Index A
Mutual Funds · Self · in Jackson National Life Insurance Perspective II Variable and Fixed Annuity
$100K+
JNL/Newton Equity Income A
Mutual Funds · Self · in Jackson National Life Insurance Perspective II Variable and Fixed Annuity
$100K+
JNL/Mellon Dow Index A
Mutual Funds · Self · in Jackson National Life Insurance Perspective II Variable and Fixed Annuity
$50K+
JNL/Mellon Information Technology Sector A
Mutual Funds · Self · in Jackson National Life Insurance Perspective II Variable and Fixed Annuity
$50K+
Payflex Systems USA INC
Bank Deposit · Self
$15K+
ABALX - American Funds American Balanced Fund Class A
Mutual Funds · Self · in American Funds Brokerage Account
$15K+
AIVSX - American Funds Investment Company of America Class
Mutual Funds · Self · in American Funds Brokerage Account
$15K+
JNL/JPMorgan MidCap Growth A
Mutual Funds · Self · in Jackson National Life Insurance Perspective II Variable and Fixed Annuity
$15K+
Their 25 largest holdings, as a table
AssetKindOwnerValueIncome
ANWPX - American Funds New Perspective Fund Class A in American Funds Brokerage AccountMutual FundsSelf$100K – $250KDividends, Capital Gains: $5,001 – $15K
Pinnacle BankBank DepositSelf$100K – $250KNone: $0 – $200
M Financial Group in M Financial GroupBank DepositSelf$100K – $250KInterest: $2,501 – $5,000
JNL/American Funds Growth A in Jackson National Life Insurance Perspective II Variable and Fixed AnnuityMutual FundsSelf$100K – $250KNone: $0 – $200
JNL/Mellon Nasdaq 100 Index A in Jackson National Life Insurance Perspective II Variable and Fixed AnnuityMutual FundsSelf$100K – $250KNone: $0 – $200
JNL/Newton Equity Income A in Jackson National Life Insurance Perspective II Variable and Fixed AnnuityMutual FundsSelf$100K – $250KNone: $0 – $200
JNL/Mellon Dow Index A in Jackson National Life Insurance Perspective II Variable and Fixed AnnuityMutual FundsSelf$50K – $100KNone: $0 – $200
JNL/Mellon Information Technology Sector A in Jackson National Life Insurance Perspective II Variable and Fixed AnnuityMutual FundsSelf$50K – $100KNone: $0 – $200
Payflex Systems USA INCBank DepositSelf$15K – $50KNone: $0 – $200
ABALX - American Funds American Balanced Fund Class A in American Funds Brokerage AccountMutual FundsSelf$15K – $50KDividends, Capital Gains: $1,001 – $2,500
AIVSX - American Funds Investment Company of America Class in American Funds Brokerage AccountMutual FundsSelf$15K – $50KDividends, Capital Gains: $1,001 – $2,500
JNL/JPMorgan MidCap Growth A in Jackson National Life Insurance Perspective II Variable and Fixed AnnuityMutual FundsSelf$15K – $50KNone: $0 – $200
JNL/T. Rowe Price Established Growth A in Jackson National Life Insurance Perspective II Variable and Fixed AnnuityMutual FundsSelf$15K – $50KNone: $0 – $200
JNL/Mellon Healthcare Sector A in Jackson National Life Insurance Perspective II Variable and Fixed AnnuityMutual FundsSelf$15K – $50KNone: $0 – $200
JNL/T.Rowe Price Capital Appreciation A in Jackson National Life Insurance Perspective II Variable and Fixed AnnuityMutual FundsSelf$15K – $50KNone: $0 – $200
Strategic Sales Tactics Inc.Corporate SecuritiesSpouse$1,001 – $15KNone: $0 – $200
AB Global Dynamic Allocation Portfolio in MetLife IRAMutual FundsSpouse$1,001 – $15KNone: $0 – $200
Invesco Balanced Risk Allocation Portfolio in MetLife IRAMutual FundsSpouse$1,001 – $15KNone: $0 – $200
Blackrock Global Tactical Strategies Portfolio in MetLife IRAMutual FundsSpouse$1,001 – $15KNone: $0 – $200
JP Morgan Global Active Allocation Portfolio in MetLife IRAMutual FundsSpouse$1,001 – $15KNone: $0 – $200
BHLife Balanced Plus Portfolio in MetLife IRAMutual FundsSpouse$1,001 – $15KNone: $0 – $200
Schroeders Global Multi-Asset Portfolio in MetLife IRAMutual FundsSpouse$1,001 – $15KNone: $0 – $200
First HorizonBank DepositSpouse$1,001 – $15KInterest: $0 – $200
CLBAX - American Balanced Fund Class 529-A Shares in 529 Account - grandchild 1Mutual FundsSelf$1,001 – $15KNone: $0 – $200
CICAX - The Investment Company of America Class 529-A S in 529 Account - grandchild 1Mutual FundsSelf$1,001 – $15KNone: $0 – $200

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
2019202020212022202320242025

What they trade most

JNL/Mellon Dow Index A
2023–2025 · $20K – $300K
20 trades
JNL/Newton Equity Income A
2023–2025 · $19K – $285K
19 trades
JNL/Mellon Information Technology Sector A
2023–2025 · $19K – $285K
19 trades
JNL/American Funds Growth A
2023–2025 · $18K – $270K
18 trades
JNL/Mellon Nasdaq 100 Index A
2023–2025 · $18K – $270K
18 trades
JNL/JPMorgan MidCap Growth A
2023–2025 · $16K – $240K
16 trades
JNL/T.Rowe Price Capital Appreciation A
2023–2025 · $15K – $225K
15 trades
JNL/Mellon Healthcare Sector A
2023–2025 · $14K – $210K
14 trades
JNL/T. Rowe Price Established Growth A
2023–2025 · $11K – $165K
11 trades
New Perspective Fund Class A Shares (ANWPX)
2018–2025 · $9,009 – $135K
9 trades
All 222 trades
DateAssetTradeOwnerAmountDays to report
2025-12-18NEW PERSPECTIVE FUND - Class A PurchaseSelf$1,001 – $15Kannual
2025-12-16Investment Co of America - Class 529-A PurchaseSelf$1,001 – $15Kannual
2025-12-16Investment Co of America - Class a PurchaseSelf$1,001 – $15Kannual
2025-12-15AMERICAN BALANCED FUND - Class A PurchaseSelf$1,001 – $15Kannual
2025-10-30JNL/JPMorgan MidCap Growth A PurchaseSelf$1,001 – $15Kannual
2025-10-30JNL/T.Rowe Price Capital Appreciation A PurchaseSelf$1,001 – $15Kannual
2025-10-30JNL/Mellon Healthcare Sector A PurchaseSelf$1,001 – $15Kannual
2025-10-30JNL/Mellon Dow Index A PurchaseSelf$1,001 – $15Kannual
2025-10-30JNL/Newton Equity Income A PurchaseSelf$1,001 – $15Kannual
2025-09-15Vanguard Information Technology Index Fund - ETF Shares PurchaseSelf$1,001 – $15Kannual
2025-09-15Vanguard High Dividend Yield Index Fund - ETF Shares PurchaseSelf$1,001 – $15Kannual
2025-09-15Vanguard S&P 500 Value Index Fund - ETF Shares PurchaseSelf$1,001 – $15Kannual
2025-09-15Vanguard Mega Cap Growth Index Fund - ETF Shares PurchaseSelf$1,001 – $15Kannual
2025-09-15Vanguard Growth Index Fund - ETF Shares PurchaseSelf$1,001 – $15Kannual
2025-09-15State Street SPDR S&P 500 ETF Trust PurchaseSelf$1,001 – $15Kannual
2025-09-15SPDR(R) Portfolio S&P 500 High Dividend ETF PurchaseSelf$1,001 – $15Kannual
2025-09-15iShares Russell 2000 Growth ETF PurchaseSelf$1,001 – $15Kannual
2025-09-15iShares Russell Mid-Cap Growth ETF PurchaseSelf$1,001 – $15Kannual
2025-09-15iShares Russell 2000 ETF PurchaseSelf$1,001 – $15Kannual
2025-09-15Invesco QQQ Trust, Series 1 PurchaseSelf$1,001 – $15Kannual
2025-08-28JNL/American Funds Growth A PurchaseSelf$1,001 – $15Kannual
2025-08-28JNL/Mellon Nasdaq 100 Index A PurchaseSelf$1,001 – $15Kannual
2025-08-28JNL/Newton Equity Income A PurchaseSelf$1,001 – $15Kannual
2025-08-28JNL/Mellon Dow Index A PurchaseSelf$1,001 – $15Kannual
2025-08-28JNL/Mellon Information Technology Sector A PurchaseSelf$1,001 – $15Kannual
2025-07-28JNL/Mellon Nasdaq 100 Index A PurchaseSelf$1,001 – $15Kannual
2025-07-28JNL/American Funds Growth A PurchaseSelf$1,001 – $15Kannual
2025-07-28JNL/Newton Equity Income A PurchaseSelf$1,001 – $15Kannual
2025-07-28JNL/Mellon Dow Index A PurchaseSelf$1,001 – $15Kannual
2025-07-28JNL/Mellon Information Technology Sector A PurchaseSelf$1,001 – $15Kannual
2025-06-28JNL/T.Rowe Price Capital Appreciation A PurchaseSelf$1,001 – $15Kannual
2025-06-28JNL/JPMorgan MidCap Growth A PurchaseSelf$1,001 – $15Kannual
2025-06-28JNL/T. Rowe Price Established Growth A PurchaseSelf$1,001 – $15Kannual
2025-06-28JNL/Mellon Dow Index A PurchaseSelf$1,001 – $15Kannual
2025-06-28JNL/Mellon Information Technology Sector A PurchaseSelf$1,001 – $15Kannual
2025-06-28JNL/Newton Equity Income A PurchaseSelf$1,001 – $15Kannual
2025-06-28JNL/Mellon Nasdaq 100 Index A PurchaseSelf$1,001 – $15Kannual
2025-06-28JNL/American Funds Growth A PurchaseSelf$1,001 – $15Kannual
2025-06-28JNL/Mellon Healthcare Sector A PurchaseSelf$1,001 – $15Kannual
2025-06-28JNL/Mellon Nasdaq 100 Index A PurchaseSelf$1,001 – $15Kannual
2025-06-28JNL/Mellon Dow Index A PurchaseSelf$1,001 – $15Kannual
2025-06-28JNL/Mellon Information Technology Sector A PurchaseSelf$1,001 – $15Kannual
2025-06-28JNL/Newton Equity Income A PurchaseSelf$1,001 – $15Kannual
2025-06-28JNL/American Funds Growth A PurchaseSelf$1,001 – $15Kannual
2025-05-28JNL/T.Rowe Price Capital Appreciation A PurchaseSelf$1,001 – $15Kannual
2025-05-28JNL/Mellon Dow Index A PurchaseSelf$1,001 – $15Kannual
2025-05-28JNL/Mellon Healthcare Sector A PurchaseSelf$1,001 – $15Kannual
2025-05-28JNL/JPMorgan MidCap Growth A PurchaseSelf$1,001 – $15Kannual
2025-05-28JNL/T. Rowe Price Established Growth A PurchaseSelf$1,001 – $15Kannual
2025-05-28JNL/American Funds Growth A PurchaseSelf$1,001 – $15Kannual
2025-05-28JNL/Mellon Nasdaq 100 Index A PurchaseSelf$1,001 – $15Kannual
2025-05-28JNL/Newton Equity Income A PurchaseSelf$1,001 – $15Kannual
2025-05-28JNL/Mellon Information Technology Sector A PurchaseSelf$1,001 – $15Kannual
2025-05-28JNL/Mellon Dow Index A PurchaseSelf$1,001 – $15Kannual
2025-05-28JNL/Mellon Information Technology Sector A PurchaseSelf$1,001 – $15Kannual
2025-05-28JNL/American Funds Growth A PurchaseSelf$1,001 – $15Kannual
2025-05-28JNL/Mellon Nasdaq 100 Index A PurchaseSelf$1,001 – $15Kannual
2025-05-28JNL/Newton Equity Income A PurchaseSelf$1,001 – $15Kannual
2025-04-28JNL/Mellon Healthcare Sector A PurchaseSelf$1,001 – $15Kannual
2025-04-28JNL/Mellon Information Technology Sector A PurchaseSelf$1,001 – $15Kannual
2025-04-28JNL/T. Rowe Price Established Growth A PurchaseSelf$1,001 – $15Kannual
2025-04-28JNL/T.Rowe Price Capital Appreciation A PurchaseSelf$1,001 – $15Kannual
2025-04-28JNL/JPMorgan MidCap Growth A PurchaseSelf$1,001 – $15Kannual
2025-04-28JNL/American Funds Growth A PurchaseSelf$1,001 – $15Kannual
2025-04-28JNL/Newton Equity Income A PurchaseSelf$1,001 – $15Kannual
2025-04-28JNL/Mellon Nasdaq 100 Index A PurchaseSelf$1,001 – $15Kannual
2025-04-28JNL/Mellon Dow Index A PurchaseSelf$1,001 – $15Kannual
2025-04-28JNL/Mellon Information Technology Sector A PurchaseSelf$1,001 – $15Kannual
2025-04-28JNL/Mellon Dow Index A PurchaseSelf$1,001 – $15Kannual
2025-04-28JNL/American Funds Growth A PurchaseSelf$1,001 – $15Kannual
2025-04-28JNL/Newton Equity Income A PurchaseSelf$1,001 – $15Kannual
2025-04-28JNL/Mellon Nasdaq 100 Index A PurchaseSelf$1,001 – $15Kannual
2025-03-28JNL/JPMorgan MidCap Growth A PurchaseSelf$1,001 – $15Kannual
2025-03-28JNL/T. Rowe Price Established Growth A PurchaseSelf$1,001 – $15Kannual
2025-03-28JNL/Mellon Healthcare Sector A PurchaseSelf$1,001 – $15Kannual
2025-03-28JNL/T.Rowe Price Capital Appreciation A PurchaseSelf$1,001 – $15Kannual
2025-03-28JNL/Mellon Information Technology Sector A PurchaseSelf$1,001 – $15Kannual
2025-03-28JNL/Mellon Dow Index A PurchaseSelf$1,001 – $15Kannual
2025-03-28JNL/Mellon Nasdaq 100 Index A PurchaseSelf$1,001 – $15Kannual
2025-03-28JNL/American Funds Growth A PurchaseSelf$1,001 – $15Kannual
2025-03-28JNL/Newton Equity Income A PurchaseSelf$1,001 – $15Kannual
2025-03-28JNL/Mellon Dow Index A PurchaseSelf$1,001 – $15Kannual
2025-03-28JNL/American Funds Growth A PurchaseSelf$1,001 – $15Kannual
2025-03-28JNL/Mellon Information Technology Sector A PurchaseSelf$1,001 – $15Kannual
2025-03-28JNL/Newton Equity Income A PurchaseSelf$1,001 – $15Kannual
2025-03-28JNL/Mellon Nasdaq 100 Index A PurchaseSelf$1,001 – $15Kannual
2025-03-13Principal Diversified Growth Division Sale (Full)Self$100K – $250Kannual
2025-02-28JNL/T. Rowe Price Established Growth A PurchaseSelf$1,001 – $15Kannual
2025-02-28JNL/T.Rowe Price Capital Appreciation A PurchaseSelf$1,001 – $15Kannual
2025-02-28JNL/JPMorgan MidCap Growth A PurchaseSelf$1,001 – $15Kannual
2025-02-28JNL/Mellon Healthcare Sector A PurchaseSelf$1,001 – $15Kannual
2025-02-28JNL/Mellon Nasdaq 100 Index A PurchaseSelf$1,001 – $15Kannual
2025-02-28JNL/Newton Equity Income A PurchaseSelf$1,001 – $15Kannual
2025-02-28JNL/American Funds Growth A PurchaseSelf$1,001 – $15Kannual
2025-02-28JNL/Mellon Dow Index A PurchaseSelf$1,001 – $15Kannual
2025-02-28JNL/Mellon Information Technology Sector A PurchaseSelf$1,001 – $15Kannual
2025-01-29Principal Diversified Income Division Sale (Full)Spouse$15K – $50Kannual
2025-01-28JNL/Newton Equity Income A PurchaseSelf$1,001 – $15Kannual
2025-01-28JNL/Mellon Nasdaq 100 Index A PurchaseSelf$1,001 – $15Kannual
2025-01-28JNL/Mellon Healthcare Sector A PurchaseSelf$1,001 – $15Kannual
2025-01-28JNL/T.Rowe Price Capital Appreciation A PurchaseSelf$1,001 – $15Kannual
2025-01-28JNL/T. Rowe Price Established Growth A PurchaseSelf$1,001 – $15Kannual
2025-01-28JNL/American Funds Growth A PurchaseSelf$1,001 – $15Kannual
2025-01-28JNL/JPMorgan MidCap Growth A PurchaseSelf$1,001 – $15Kannual
2025-01-28JNL/Mellon Information Technology Sector A PurchaseSelf$1,001 – $15Kannual
2025-01-28JNL/Mellon Dow Index A PurchaseSelf$1,001 – $15Kannual
2024-12-19New Perspective Fund Class A Shares PurchaseSelf$1,001 – $15Kannual
2024-12-17American Funds Investment CO of America A PurchaseSelf$1,001 – $15Kannual
2024-12-16American Balanced Fund Class A Shs PurchaseSelf$1,001 – $15Kannual
2024-10-30JNL/Mellon Healthcare Sector A PurchaseSelf$1,001 – $15Kannual
2024-10-30JNL/Mellon Dow Index A PurchaseSelf$1,001 – $15Kannual
2024-10-30JNL/Mellon Nasdaq 100 Index A Sale (Partial)Self$1,001 – $15Kannual
2024-10-30JNL/Mellon Information Technology Sector A Sale (Partial)Self$1,001 – $15Kannual
2024-06-28JNL/JPMorgan MidCapGrowth PurchaseSelf$1,001 – $15Kannual
2024-06-28JNL/MC Dow Index PurchaseSelf$1,001 – $15Kannual
2024-03-28JNL/American Funds Growth A PurchaseSelf$1,001 – $15Kannual
2024-03-28JNL/Newton Equity Income A PurchaseSelf$1,001 – $15Kannual
2024-03-28JNL/Mellon Nasdaq 100 Index A PurchaseSelf$1,001 – $15Kannual
2024-03-28JNL/Mellon Dow Index A PurchaseSelf$1,001 – $15Kannual
2024-03-28JNL/Mellon Information Technology Sector A PurchaseSelf$1,001 – $15Kannual
2024-03-28JNL/T.Rowe Price Capital Appreciation A PurchaseSelf$1,001 – $15Kannual
2024-03-28JNL/Mellon Healthcare Sector A PurchaseSelf$1,001 – $15Kannual
2024-03-28JNL/JPMorgan MidCap Growth A PurchaseSelf$1,001 – $15Kannual
2024-03-28JNL/T. Rowe Price Established Growth A PurchaseSelf$1,001 – $15Kannual
2024-02-28JNL/American Funds Growth A PurchaseSelf$1,001 – $15Kannual
2024-02-28JNL/T. Rowe Price Established Growth A PurchaseSelf$1,001 – $15Kannual
2024-02-28JNL/Mellon Nasdaq 100 Index A PurchaseSelf$1,001 – $15Kannual
2024-02-28JNL/Newton Equity Income A PurchaseSelf$1,001 – $15Kannual
2024-02-28JNL/Mellon Information Technology Sector A PurchaseSelf$1,001 – $15Kannual
2024-02-28JNL/JPMorgan MidCap Growth A PurchaseSelf$1,001 – $15Kannual
2024-02-28JNL/Mellon Dow Index A PurchaseSelf$1,001 – $15Kannual
2024-02-28JNL/T.Rowe Price Capital Appreciation A PurchaseSelf$1,001 – $15Kannual
2024-02-28JNL/Mellon Healthcare Sector A PurchaseSelf$1,001 – $15Kannual
2024-01-28JNL/American Funds Growth A PurchaseSelf$1,001 – $15Kannual
2024-01-28JNL/Mellon Nasdaq 100 Index A PurchaseSelf$1,001 – $15Kannual
2024-01-28JNL/Newton Equity Income A PurchaseSelf$1,001 – $15Kannual
2024-01-28JNL/Mellon Information Technology Sector A PurchaseSelf$1,001 – $15Kannual
2024-01-28JNL/T. Rowe Price Established Growth A PurchaseSelf$1,001 – $15Kannual
2024-01-28JNL/Mellon Dow Index A PurchaseSelf$1,001 – $15Kannual
2024-01-28JNL/T.Rowe Price Capital Appreciation A PurchaseSelf$1,001 – $15Kannual
2024-01-28JNL/JPMorgan MidCap Growth A PurchaseSelf$1,001 – $15Kannual
2024-01-28JNL/Mellon Healthcare Sector A PurchaseSelf$1,001 – $15Kannual
2023-12-28JNL/American Funds Growth A PurchaseSelf$1,001 – $15Kannual
2023-12-28JNL/Mellon Nasdaq 100 Index A PurchaseSelf$1,001 – $15Kannual
2023-12-28JNL/Newton Equity Income A PurchaseSelf$1,001 – $15Kannual
2023-12-28JNL/Mellon Dow Index A PurchaseSelf$1,001 – $15Kannual
2023-12-28JNL/Mellon Information Technology Sector A PurchaseSelf$1,001 – $15Kannual
2023-12-28JNL/T.Rowe Price Capital Appreciation A PurchaseSelf$1,001 – $15Kannual
2023-12-28JNL/Mellon Healthcare Sector A PurchaseSelf$1,001 – $15Kannual
2023-12-28JNL/JPMorgan MidCap Growth A PurchaseSelf$1,001 – $15Kannual
2023-12-28JNL/T.Rowe Price Established Growth Fund A PurchaseSelf$1,001 – $15Kannual
2023-12-28JNL/American Growth PurchaseSelf$1,001 – $15Kannual
2023-12-28JNL/MC NAsdaq 100 Index PurchaseSelf$1,001 – $15Kannual
2023-12-28JNL/Newton EQ Inc PurchaseSelf$1,001 – $15Kannual
2023-12-28JNL/MC Dow Index PurchaseSelf$1,001 – $15Kannual
2023-12-28JNL/MC Info Tech Sector PurchaseSelf$1,001 – $15Kannual
2023-12-28JNL/T.Rowe Price Capital Appreciation PurchaseSelf$1,001 – $15Kannual
2023-12-28JNL/MC Hlthcare Sector PurchaseSelf$1,001 – $15Kannual
2023-12-28JNL/JPMorgan MidCapGrowth PurchaseSelf$1,001 – $15Kannual
2023-12-28JNL/T.Rowe Price Est Gr PurchaseSelf$1,001 – $15Kannual
2023-12-14New Perspective Fund Class A Shares PurchaseSelf$1,001 – $15Kannual
2023-12-14New Perspective Fund Class A Shares PurchaseSelf$1,001 – $15Kannual
2023-11-29The Investment Company of America-529A PurchaseSelf$1,001 – $15Kannual
2023-11-29New Perspective Fund-529A Sale (Full)Self$1,001 – $15Kannual
2023-11-28JNL/Nasdaq 100 Index A PurchaseSelf$1,001 – $15Kannual
2023-11-28JNL/American Funds Growth A PurchaseSelf$1,001 – $15Kannual
2023-11-28JNL/Newton Equity Income A PurchaseSelf$1,001 – $15Kannual
2023-11-28JNL/Mellon Information Technology Sector A PurchaseSelf$1,001 – $15Kannual
2023-11-28JNL/Mellon Dow Index A PurchaseSelf$1,001 – $15Kannual
2023-11-28JNL/JPMorgan MidCap Growth A PurchaseSelf$1,001 – $15Kannual
2023-11-28JNL/T.Rowe Price Established Growth A PurchaseSelf$1,001 – $15Kannual
2023-11-28JNL/Mellon Healthcare Sector A PurchaseSelf$1,001 – $15Kannual
2023-11-28JNL/Nasdaq 100 Index PurchaseSelf$1,001 – $15Kannual
2023-11-28JNL/American Growth PurchaseSelf$1,001 – $15Kannual
2023-11-28JNL/Newton Eq Inc PurchaseSelf$1,001 – $15Kannual
2023-11-28JNL/MC Info Tech Sector PurchaseSelf$1,001 – $15Kannual
2023-11-28JNL/MC Dow Index PurchaseSelf$1,001 – $15Kannual
2023-11-28JNL/JPMorgan MidCapGrowth PurchaseSelf$1,001 – $15Kannual
2023-11-28JNL/T.Rowe Price Est Gr PurchaseSelf$1,001 – $15Kannual
2023-11-28JNL/MC Healthcare Sector PurchaseSelf$1,001 – $15Kannual
2023-11-18JNL/T.Rowe Price Capital Appreciation A PurchaseSelf$1,001 – $15Kannual
2023-11-18JNL/T.Rowe Price Capital Appreciation PurchaseSelf$1,001 – $15Kannual
2023-10-28JNL/JPMorgan MidCap Growth A PurchaseSelf$1,001 – $15Kannual
2023-10-28JNL/T. Rowe Price Established Growth A PurchaseSelf$1,001 – $15Kannual
2023-10-28JNL/Mellon Information Technology Sector A PurchaseSelf$1,001 – $15Kannual
2023-10-28JNL/Mellon Nasdaq 100 Index A PurchaseSelf$1,001 – $15Kannual
2023-10-28JNL/Mellon Healthcare Sector A PurchaseSelf$1,001 – $15Kannual
2023-10-28JNL/Mellon Dow Index A PurchaseSelf$1,001 – $15Kannual
2023-10-28JNL/T. Rowe Price Capital Appreciation A PurchaseSelf$1,001 – $15Kannual
2023-10-28JNL/American Funds Growth A PurchaseSelf$1,001 – $15Kannual
2023-10-28JNL/Newton Equity Income A PurchaseSelf$1,001 – $15Kannual
2023-10-28JNL/T. Rowe Price Est Gr PurchaseSelf$1,001 – $15Kannual
2023-10-28JNL/MC Info Tech Sector PurchaseSelf$1,001 – $15Kannual
2023-10-28JNL/MC Nasdaq 100 Index PurchaseSelf$1,001 – $15Kannual
2023-10-28JNL/MC Hlthcare Sector PurchaseSelf$1,001 – $15Kannual
2023-10-28JNL/American Growth PurchaseSelf$1,001 – $15Kannual
2023-10-28JNL/Newton EQ INC PurchaseSelf$1,001 – $15Kannual
2023-05-11New Perspective Fund Class 529-A Shares PurchaseSelf$1,001 – $15Kannual
2023-01-12Putnam Dynamic Asset Allocation Fund Balanced A Sale (Full)Self$1,001 – $15Kannual
2023-01-12Putnam Mortgage Securities Fund Class A Sale (Full)Self$1,001 – $15Kannual
2023-01-12George Putnam Balanced Class A Sale (Full)Self$1,001 – $15Kannual
2023-01-12Putnam Dynamic Asset Allocation Fund Balanced A Sale (Full)Self$1,001 – $15Kannual
2023-01-12Putnam Mortgage Securities Fund Class A Sale (Full)Self$1,001 – $15Kannual
2023-01-12George Putnam Balanced Class A Sale (Full)Self$1,001 – $15Kannual
2023-01-12Putnam Mortgage Securities Fund Class A Sale (Full)Self$1,001 – $15Kannual
2022-12-15New Perspective Fund Class A Shares PurchaseSelf$1,001 – $15Kannual
2022-04-22Schroeders Global Multi-Asset Portfolio Sale (Partial)Spouse$1,001 – $15Kannual
2022-04-22JP Morgan Global Active Allocation Portfolio Sale (Partial)Spouse$1,001 – $15Kannual
2022-04-22Blackbrock Global Tactical Strategies Portfolio Sale (Partial)Spouse$1,001 – $15Kannual
2022-02-14Pricipal Balanced Asset Allocation Divirsified Sale (Partial)Spouse$1,001 – $15Kannual
2021-12-16New Perspective Fund Class A Shares PurchaseSelf$1,001 – $15Kannual
2021-08-20Personal Residence Sale (Full)Self$500K – $1.0Mannual
2021-05-11The Investment Company of America Class 529-A S Sale (Partial)Self$1,001 – $15Kannual
2021-05-11The Investment Company of America Class 529-A S Sale (Partial)Self$1,001 – $15Kannual
2021-05-11American Balanced Fund Class 529-A Shares PurchaseSelf$1,001 – $15Kannual
2021-05-11New Perspective Fund Class 529-A Shares Sale (Partial)Self$1,001 – $15Kannual
2021-05-11The Investment Company of America Class 529-A S Sale (Full)Self$1,001 – $15Kannual
2021-05-11American Balanced Fund Class 529-A Shares PurchaseSelf$1,001 – $15Kannual
2021-05-11American Balanced Fund Class 529-A Shares PurchaseSelf$1,001 – $15Kannual
2020-12-17New Perspective Fund Class A Shares PurchaseSelf$1,001 – $15Kannual
2019-12-20New Perspective Fund Class A Shares PurchaseSelf$1,001 – $15Kannual
2018-12-21New Perspective Fund Class A Shares PurchaseSelf$1,001 – $15Kannual

Financial disclosures

29 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
Sep 17, 2026Annual Report for Calendar 2025 (Amendment 1)106
Aug 10, 2026Annual Report for Calendar 2025106
Apr 17, 2026Annual Report for 2025 Due Date Extension 10
Nov 4, 2025Annual Report for Calendar 2024 (Amendment 1)34
Aug 12, 2025Annual Report for Calendar 202434
Aug 7, 2025Annual Report for Calendar 2023 (Amendment 2)38
May 12, 2025Annual Report for 2024 Due Date Extension 10
Dec 20, 2024Annual Report for Calendar 2023 (Amendment 1)38
Aug 9, 2024Annual Report for Calendar 202338
May 14, 2024Annual Report for 2023 Due Date Extension 10
Jun 22, 2023Annual Report for Calendar 2021 (Amendment 1)10
Jun 22, 2023Annual Report for Calendar 2022 (Amendment 1)5
Jun 14, 2023Annual Report for Calendar 20225
Jun 7, 2023Annual Report for Calendar 2018 (Amendment 1)1
Jun 7, 2023Annual Report for Calendar 2019 (Amendment 2)1
Jun 7, 2023Annual Report for Calendar 2020 (Amendment 1)1
May 15, 2023Annual Report for 2022 Due Date Extension 10
Aug 11, 2022Annual Report for Calendar 20211
Apr 29, 2022Annual Report for 2021 Due Date Extension 10
Aug 11, 2021Annual Report for Calendar 202027
Jul 13, 2021Annual Report for 2020 Due Date Extension 20
May 12, 2021Annual Report for 2020 Due Date Extension 10
Jan 20, 2021Annual Report for Calendar 2019 (Amendment 1)29
Aug 13, 2020Annual Report for Calendar 201931
Apr 16, 2020Annual Report for 2019 Due Date Extension 10
Aug 12, 2019Annual Report for Calendar 201826
Aug 8, 2019Annual Report for 2018 Due Date Extension 30
Jul 15, 2019Annual Report for 2018 Due Date Extension 20
May 14, 2019Annual Report for 2018 Due Date Extension 10

5 trades have a date that can't be right as filed (a year like 0217, a day after the report was filed, or outside the year an annual report covers); 4 fixed by a later amendment, 1 not.

Trades with a date that can't be right
Report filedTrade dateAssetProblemSince
Jun 22, 20232023-05-11New Perspective Fund Class 529-A Shares (CNPAX)Outside the year the report coversFirst on an amendment
Aug 9, 20242024-01-12Putnam Dynamic Asset Allocation Fund Balanced A (PABAX)Outside the year the report coversCorrected by an amendment: 2023-01-12
Aug 9, 20242024-06-28JNL/MC Dow IndexOutside the year the report coversDropped by an amendment
Aug 9, 20242024-06-28JNL/JPMorgan MidCapGrowthOutside the year the report coversDropped by an amendment
Aug 9, 20242024-10-28JNL/T. Rowe Price Capital AppreciationDated after the report was filedDropped by an amendment