Senate Files

Senators

Ted Budd R

Republican senator from North Carolina, serving since Jan 3, 2023. Up for re-election in 2028.

Among all 100 senators

Each dot is a senator; Budd 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

$1.8M$49K$115.9M

Votes with their party

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

99.6%79.5%100.0%

Missed votes

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

2.7%0.0%15.0%

Lobbyists' giving

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

$2.1M$6,000$11.9M

Money from out of state

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

51%21%98%

Bills sponsored

In the 119th Congress (Congress.gov)

612191

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
$1.8M
2023–24
$2.1M
2021–22
$14.9M
See the data
PeriodRaisedIndividualsPACsPartiesOwn moneySpentCashOutside forOutside against
2025–26$1,827,203$1,060,837$338,750$0$0$1,381,372$728,189$0$0
2023–24$2,111,874$1,267,904$506,122$0$0$2,101,703$282,358$5,600$12,377
2021–22$14,904,163$10,567,967$1,440,927$56,000$275,266$15,702,973$272,188$22,321,146$17,368,289

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 North Carolina versus everywhere else, each period.

2025–26
$541K
2023–24
$700K
2021–22
$7.2M

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).

BRIGHTHOUSE FINANCIAL
$70K
SELF EMPLOYED HOMEMAKER
$32K
CHARTER COMMUNICATIONS
$20K
BLACKSTONE
$20K
VETERANS GUARDIAN
$18K
RETIRED NO EMPLOYER
$16K
RIVER WILD
$15K
ANDERSON AUTO GROUP
$14K
UZDIF
$13K
GOOGLE
$13K
EXECUTIVE
$13K
INTERNET SERVICES
$12K
The largest donors, and the numbers
PeriodItemizedContributionsFrom NCRetired donors
2025–26$541,3314,95649%35%
2023–24$699,5035,65531%35%
2021–22$7,178,77531,13948%34%
DonorWhereEmployer, occupationTotal
LATHREM, DOUGLASEL CAJON, CASELF EMPLOYED, REAL ESTATE INVESTOR$15,000
SMITH, REID MR.CLAYTON, NCRIVER WILD, FOUNDER$14,500
ANDERSON, FRED H MR.RALEIGH, NCANDERSON AUTO GROUP, EXECUTIVE$14,240
NAZIROV, ATABEKCHARLOTTE, NCUZDIF, CEO$13,200
BRADLEY, KIRK MR.SANFORD, NCLEE-MOORE CAPITAL COMPANY, EXECUTIVE$12,000
AVERY, ELAINESARASOTA, FLRETIRED, RETIRED$11,800
ARNOTT, ROBERT DNEWPORT BEACH, CARESEARCH AFFILIATES, INVESTMENTS$11,600
BETTIS, ROBERTLAKELAND, FLRETIRED, RETIRED$11,600
HAN, NAM THOUSTON, TXINDEPENDENT AGENT, INSURANCE$11,600
RICE, SHEILACORBIN, KYRETIRED, RETIRED$11,600
TRAN, ZACHARYBURLINGTON, NCDIAMONDBACK INVESTMENT GROUP, MANAGING MEMBER$11,600
RICHARDS, MARY D MS.NAPLES, FLRETIRED, RETIRED$11,307
YODER, MAHLON DAVID MR.MENIFEE, CASELF-EMPLOYED, RETIRED$9,421
BELL, STEVEN D. MR.GREENSBORO, NCBELL PARTNERS INC., REAL ESTATE$9,000
COWLES, STEVEN MR.FORT LAUDERDALE, FLCOWLES NISSAN, OWNER$8,700
DIAZ, FAUSTOCORAL GABLES, FLRETIRED, RETIRED$8,700
KING, MARY SUSAN MS.FRONT ROYAL, VARETIRED, RETIRED MEDICAL TECHNOLOGIST$8,700
PIGMAN, KAREN C. MRS.WINTER PARK, FLRETIRED, RETIRED$8,700
REMINGTON, JAMES A MR.HENRICO, VARETIRED, RETIRED$8,700
BRUCE, ROBERT HBOERNE, TXBOERNE STAGE AIRPORT, SELF-EMPLOYED$8,650
WEISS, STEPHENWEST HOLLYWOOD, CAPROTELINDO, SENIOR ADVISOR$7,700
ROSS, RICHARDFRANKLIN, NCQUINN RESIDENCES, CEO$7,287
CLINE, BRENDA KHICKORY, NCRETIRED, RETIRED$7,250
CLINE, DALE K MR.HICKORY, NCSELF-EMPLOYED, CPA/REAL ESTATE INVESTOR & DEVELOPER$7,250
HAYDEN, MARILYN J MRS.SCOTTSDALE, AZRETIRED, RETIRED$7,075

Their biggest PAC and party givers

All 25
CommitteeConnected organizationTotalGifts
NRSCYOUNG VICTORY COMMITTEE$51,2002
NORPACNONE$24,0001
JPAC$20,0004
OLD DOMINION FREIGHT LINE INC. POLITICAL ACTION COMMITTEE (OLD DOMINION PAC)OLD DOMINION FREIGHT LINE, INC.$15,0008
AIRCRAFT OWNERS AND PILOTS ASSOCIATION POLITICAL ACTION COMMITTEEAIRCRAFT OWNERS & PILOTS ASSOCIATION$15,0005
ASSOCIATION OF KENTUCKY FRIED CHICKEN FRANCHISEES INC PACASSOCIATION OF KENTUCKY FRIED CHICKEN FRANCHISEES INC.$13,5005
POLITICAL ACTION COMMITTEE OF THE AMERICAN ASSOCIATION OF ORTHOPAEDIC SURGEONS--PAC OF AAOSAMERICAN ASSOCIATION OF ORTHOPAEDIC SURGEONS$12,5003
NATIONAL SHOOTING SPORTS FOUNDATION, INC. POLITICAL ACTION COMMITTEE (NSSF PAC)NATIONAL SHOOTING SPORTS FOUNDATION, INC.$12,5003
CTIA - THE WIRELESS ASSOCIATION POLITICAL ACTION COMMITTEECTIA - THE WIRELESS ASSOCIATION$12,5005
JM FAMILY ENTERPRISES, INC PACJM FAMILY ENTERPRISES, INC.$11,5003
AMERICAN PHYSICAL THERAPY ASSOCIATION PHYSICAL THERAPY POLITICAL ACTION COMMITTEE (PT-PAC)AMERICAN PHYSICAL THERAPY ASSOCIATION$11,0003
CLUB FOR GROWTH PACCLUB FOR GROWTH$10,745139
ERNST & YOUNG POLITICAL ACTION COMMITTEE$10,5004
AT&T INC. EMPLOYEE FEDERAL POLITICAL ACTION COMMITTEE (AT&T EMPLOYEE FEDERAL PAC)AT&T INC.$10,5008
UNITED PARCEL SERVICE INC. PACUNITED PARCEL SERVICE INC.$10,0002
TRUIST FINANCIAL CORPORATION FEDERAL PAC (FORMERLY SUNTRUST BANKS, INC. POLITICAL ACTION COMMITTEE)TRUIST FINANCIAL CORPORATION$10,0002
THE EYE OF THE TIGER POLITICAL ACTION COMMITTEE$10,0002
THE COUNCIL OF INSURANCE AGENTS & BROKERS POLITICAL ACTION COMMITTEECOUNCIL OF INSURANCE AGENTS & BROKERS$10,0004
STEER PACCOWBOY VICTORY COMMITTEE II$10,0002
SPACE EXPLORATION TECHNOLOGIES CORP. PACSPACE EXPLORATION TECHNOLOGIES CORP.$10,0002
SEAL PAC SUPPORTING ELECTING AMERICAN LEADERS PAC$10,0002
REPUBLICAN MAJORITY FUND$10,0002
PELICAN PACBUDD KENNEDY MAJORITY COMMITTEE$10,0002
OORAH! POLITICAL ACTION COMMITTEEYOUNG VICTORY COMMITTEE$10,0002
NUCOR CORPORATION POLITICAL ACTION COMMITTEENUCOR CORPORATION$10,0003

Outside spending for and against them

All of it
$39.1M

Who spent it

SMP
$11.0M
AMERICANS FOR PROSPERITY ACTION, INC. (AFP ACTION) DBA CVA ACTION AND DBA LIBRE ACTION
$9.3M
CLUB FOR GROWTH ACTION
$6.9M
WOMEN VOTE!
$3.1M
OPPORTUNITY MATTERS FUND, INC.
$1.5M
CAROLINA SENATE FUND
$1.2M
TRUTH AND JUSTICE FUND COMPANY
$1.0M
COMMITTEE TO DEFEAT THE PRESIDENT
$844K
NRA VICTORY FUND, INC.
$641K
AMERICAN DREAM FEDERAL ACTION
$517K
END CITIZENS UNITED
$455K
CRYPTO INNOVATION
$400K
See the data
SpenderFor or againstTotalReports
SMPagainst$11,045,62523
AMERICANS FOR PROSPERITY ACTION, INC. (AFP ACTION) DBA CVA ACTION AND DBA LIBRE ACTIONfor$9,264,002105
CLUB FOR GROWTH ACTIONfor$6,935,365100
WOMEN VOTE!against$3,062,7088
OPPORTUNITY MATTERS FUND, INC.for$1,527,0849
CAROLINA SENATE FUNDagainst$1,196,14113
TRUTH AND JUSTICE FUND COMPANYagainst$1,015,4767
COMMITTEE TO DEFEAT THE PRESIDENTfor$843,9935
NRA VICTORY FUND, INC.for$641,4834
AMERICAN DREAM FEDERAL ACTIONfor$516,5603
END CITIZENS UNITEDagainst$455,0978
CRYPTO INNOVATIONfor$400,1503
OPPORTUNITY MATTERS FUND ACTIONfor$400,0003
NATIONAL RIFLE ASSOCIATION OF AMERICA POLITICAL VICTORY FUNDfor$307,38242
SENATE CONSERVATIVES FUNDfor$197,597109
AMERICANS FOR CONSTITUTIONAL LIBERTY DBA THE CONSERVATIVE CAUCUSfor$186,38586
NATIONAL RIGHT TO LIFE VICTORY FUNDfor$166,9755
MOVEON.ORG POLITICAL ACTIONagainst$158,5605
PRINCIPLES OVER POLITICSfor$150,0001
SENATE CONSERVATIVES ACTIONfor$142,7195
THE LINCOLN PROJECTagainst$136,0004
BLACK AMERICANS MAKING AMERICA FIRSTfor$106,2287
GOA VICTORY FUNDfor$99,5276
U.S. CONCEALED CARRY ASSOCIATION FOR SAVING LIVESfor$91,8433
WOMEN SPEAK OUT PACfor$88,90614

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
KING AND CO$75,7506Oct 3, 2025Apr 24, 2026
DUKE ENERGY CORPORATION$35,0009Jul 26, 2023Mar 25, 2026
AMGEN, INC.$31,5007Mar 6, 2023Feb 19, 2026
ALTRIA CLIENT SERVICES LLC$28,0007Mar 7, 2023Apr 24, 2026
DOMINION ENERGY, INC.$27,5008Feb 7, 2023Dec 30, 2025
ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG)$27,0009Mar 13, 2023Jan 28, 2026
DLA PIPER LLP (US)$23,5008Sep 27, 2023Jun 18, 2026
HONEYWELL INTERNATIONAL$22,5006Mar 22, 2023Jun 26, 2026
ELI LILLY AND COMPANY$22,5008Sep 25, 2023May 21, 2026
GENERAL DYNAMICS CORP$21,5009May 23, 2023May 20, 2026
SMALL BUSINESS INVESTOR ALLIANCE$21,0005Jun 16, 2023Feb 20, 2025
SPACE EXPLORATION TECHNOLOGIES$20,0004Jul 31, 2024Feb 5, 2026
CSX CORPORATION$20,0004Jul 28, 2023Mar 24, 2026
AIR LINE PILOTS ASSOCIATION$20,0004Mar 22, 2023Mar 24, 2026
LOCKHEED MARTIN CORPORATION$19,50010May 24, 2023Mar 9, 2026
UNION PACIFIC CORPORATION$17,5004Jul 19, 2023Jun 18, 2026
GARMIN INTERNATIONAL, INC.$17,5004Jul 24, 2023Feb 26, 2026
AT&T SERVICES, INC. AND ITS AFFILIATES$17,50010Jan 11, 2023Jun 19, 2026
AICPA ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS$17,5004Oct 20, 2023Feb 9, 2026
AKIN GUMP STRAUSS HAUER & FELD$16,7507Mar 17, 2023Mar 13, 2026
NATIONAL ASSOCIATION OF MUTUAL INSURANCE COMPANIES$16,5005Feb 23, 2023Jul 24, 2025
VISA INC.$16,0004Sep 12, 2023Mar 11, 2026
NATIONAL APARTMENT ASSOCIATION$16,0004Apr 10, 2023May 29, 2026
THE PNC FINANCIAL SERVICES GROUP$15,0003Nov 15, 2023Jun 2, 2025
STEPTOE LLP$15,00015May 15, 2023Feb 24, 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. 2670
National Defense Authorization Act for Fiscal Year 2024
959 clients
S. 2296
National Defense Authorization Act for Fiscal Year 2026
863 clients
S. 4784
National Defense Authorization Act for Fiscal Year 2027
848 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
H.R. 4366
Consolidated Appropriations Act, 2024
728 clients
H.R. 4016
Department of Defense Appropriations Act, 2026
711 clients
H.R. 10545
American Relief Act, 2025
599 clients
H.R. 7024
Tax Relief for American Families and Workers Act of 2024
573 clients
H.R. 2882
Further Consolidated Appropriations Act, 2024
553 clients
H.Con.Res. 14
Establishing the congressional budget for the United States Government…
551 clients
H.R. 7148
Consolidated Appropriations Act, 2026
473 clients
H.R. 5371
Continuing Appropriations, Agriculture, Legislative Branch, Military C…
438 clients
H.R. 3935
FAA Reauthorization Act of 2024
414 clients
Every vote
DateQuestionMeasureVoteResult
Sep 30, 2026On the NominationPN1129 Keith Sonderling, of Florida, to be Secretary of LaboryeaNomination 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, ayeaBill 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 evasionayAmendment 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 EnvinayMotion 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 ofyeaCloture Motion Agreed to
Aug 5, 2026On the NominationPN932 Erica Schwartz, of Florida, to be Director of the Centers for Disease Control and PreventionyeaNomination 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 OpportunyeaCloture 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.yeaResolution 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 Michigannot votingCloture Motion Agreed to
Jul 22, 2026On the NominationPN9381 Benjamin M. Flowers, of Ohio, to be United States Circuit Judge for the Sixth Circuitnot votingNomination 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 CircuityeaCloture Motion Agreed to
Jun 11, 2026On the NominationPN9014 Brock Dahl, of Maryland, to be Legal Adviser of the Department of StateyeaNomination Confirmed
Jun 10, 2026On the Cloture MotionPN9014 Brock Dahl, of Maryland, to be Legal Adviser of the Department of StateyeaCloture Motion Agreed to
Jun 10, 2026On the NominationPN8515 Anthony J. Powell, of Kansas, to be United States District Judge for the District of KansasyeaNomination Confirmed
Jun 10, 2026On the Cloture MotionPN8515 Anthony J. Powell, of Kansas, to be United States District Judge for the District of KansasyeaCloture 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 CarolinayeaNomination 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: 61 sponsored, 0 became law · 118th Congress: 42 sponsored, 0 became law · 117th Congress: 50 sponsored, 0 became law

Finance and Financial Sector
21
International Affairs
17
Government Operations and Politics
14
Health
11
Armed Forces and National Security
11
Taxation
10
Labor and Employment
9
Transportation and Public Works
8
Their bills
BillLatest action
S. 5517 Fort Bragg Land Transfer for Veterans ActSep 24, 2026 Read twice and referred to the Committee on Armed Services.
S. 5557 SCALE Biology ActSep 24, 2026 Read twice and referred to the Committee on Commerce, Science, and Transportation.
S. 5370 Combatting the Persecution of Religious Groups in the People’s Republic of China ActAug 7, 2026 Read twice and referred to the Committee on Foreign Relations.
S. 5063 FIRST ActJul 22, 2026 Read twice and referred to the Committee on Foreign Relations.
S. 5043 Secure Drug Supply Chain Act of 2026Jul 21, 2026 Read twice and referred to the Committee on Health, Education, Labor, and Pensions.
S.Res. 803 A resolution congratulating the 2025-2026 Carolina Hurricanes for winning the Stanley Cup.Jul 14, 2026 Submitted in the Senate, considered, and agreed to without amendment and with a preamble by Unanimous Consent.
S. 4873 Promoting Human Flourishing in Foreign Assistance ActJun 23, 2026 Read twice and referred to the Committee on Foreign Relations.
S.Res. 776 A resolution honoring the life of Kyle Busch.Jun 17, 2026 Submitted in the Senate, considered, and agreed to without amendment and with a preamble by Unanimous Consent.
S. 4750 Semiconductor Superiority ActJun 11, 2026 Read twice and referred to the Committee on Finance.
S. 4690 Encouraging Public Offerings Act of 2026Jun 4, 2026 Read twice and referred to the Committee on Banking, Housing, and Urban Affairs.
S. 4627 FARM AI Act of 2026May 21, 2026 Read twice and referred to the Committee on Agriculture, Nutrition, and Forestry.
S. 4593 Detention Authority Clarification ActMay 20, 2026 Read twice and referred to the Committee on the Judiciary.
S.Res. 713 A resolution supporting the United States dollar as the reserve currency of the world and combating the economic influenApr 30, 2026 Referred to the Committee on Foreign Relations. (text: CR S2176-2177)
S. 4373 Fighter Aircrew Career Flexibility ActApr 22, 2026 Read twice and referred to the Committee on Armed Services.
S. 4374 Airpower Acceleration Act of 2026Apr 22, 2026 Read twice and referred to the Committee on Armed Services.
S. 4375 RETAIN Act of 2026Apr 22, 2026 Read twice and referred to the Committee on Armed Services.
S. 4345 Marijuana Impact on Medicaid Act of 2026Apr 20, 2026 Read twice and referred to the Committee on Finance.
S. 4219 Abraham Accords Defense Cooperation Act of 2026Mar 26, 2026 Read twice and referred to the Committee on Foreign Relations.
S. 4249 FARM Stability ActMar 26, 2026 Read twice and referred to the Committee on the Judiciary.
S. 4170 Regulation A+ Improvement Act of 2026Mar 24, 2026 Read twice and referred to the Committee on Banking, Housing, and Urban Affairs.
S. 4171 Virtual Currency Tax Fairness ActMar 24, 2026 Read twice and referred to the Committee on Finance.
S. 4098 Artificial Intelligence-Ready Data ActMar 16, 2026 Read twice and referred to the Committee on Commerce, Science, and Transportation.
S. 1970 MACV–SOG Congressional Gold Medal ActJun 5, 2025 Read twice and referred to the Committee on Banking, Housing, and Urban Affairs.
S. 4000 Securing Infrastructure from Adversaries Act of 2026Mar 5, 2026 Read twice and referred to the Committee on Commerce, Science, and Transportation.
S. 4022 Disaster Recovery Improvement ActMar 5, 2026 Read twice and referred to the Committee on Homeland Security and Governmental Affairs.
CongressSponsoredBecame lawCosponsored
119th610412
118th420416
117th500574

3 former staff now lobbying

TUCKER KNOTT
BALLARD PARTNERS
9 clients
CHAD YELINSKI
NOVO NORDISK INC.
1 client
MATTHEW FONTENOT ii
NATIONAL ASSOCIATION OF MANUFACTURERS
1 client
See the data
LobbyistFormer position, as they list itFirmsClientsYears
TUCKER KNOTTCoS, Rep. George Holding, U.S. House 2013-2019; Senior Advisor, Rep.Connie Conway, U.S. House 2022; CoS, Sen. Ted Budd, U.S. Senate 2023-2026 (Lobbying does not include Senate)BALLARD PARTNERS92026
CHAD YELINSKIDeputy Chief of Staff, Senator Tedd BuddNOVO NORDISK INC.12023–2026
MATTHEW FONTENOT iiLegis. Asst., Legis. Correspondent, Speaker Johnson, Staff Asst., Sen. BuddNATIONAL ASSOCIATION OF MANUFACTURERS12026

Subcommittees

Holdings and trades

$2.3M – $9.7Mnet worth, 2025 report
320trades on their reports
—trades reported after 45 days
—typical time to report a trade
0reports filed on paper
4filing 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$100M2022202320242025

Largest holdings, 2025 report

PS1 Rural Hall LLC
Business Entity · Self
$1.0M+
Real Estate
Real Estate · Spouse · in Budd Hope LLC
$500K+
Budd Farm
Farm/Ranch · Child · in Budd Family LLC
$250K+
Beach Property
Real Estate · Child · in Budd Family LLC
$250K+
Real Estate
Real Estate · Child · in Budd Hope LLC
$250K+
Office Building
Real Estate · Child · in Budd Family LLC
$250K+
DFAX - Dimensional World Ex U.S. Core Equity 2 ETF
Mutual Funds · Spouse · in Fidelity Brokerage Services #18
$100K+
LVIP Vanguard Bnd Alloc Fnd SC (791)
Mutual Funds · Joint · in Lincoln Flexible Premium Variable Life Insurance - 613
$100K+
LVIP SSGA S&P 500 Index SC (946)
Mutual Funds · Joint · in Lincoln Flexible Premium Variable Life Insurance - 613
$100K+
Ally Bank
Bank Deposit · Joint
$50K+
DFUS - Dimensional U.S. Equity ETF
Mutual Funds · Spouse · in Fidelity Brokerage Services #18
$50K+
RETSX - Russell Investment Tax-Managed U.S. Large Cap Fund
Mutual Funds · Child · in Amy Kathryn Budd 2017 Irrv Trust FBO (DC3) - Trust
$15K+
Their 25 largest holdings, as a table
AssetKindOwnerValueIncome
PS1 Rural Hall LLCBusiness EntitySelf$1.0M – $5.0MOther (Business income): $100K – $100K
Real Estate in Budd Hope LLCReal EstateSpouse$500K – $1.0MRent/Royalties: $15K – $50K
Budd Farm in Budd Family LLCFarm/RanchChild$250K – $500KRent/Royalties: $0 – $200
Beach Property in Budd Family LLCReal EstateChild$250K – $500KRent/Royalties: $0 – $200
Real Estate in Budd Hope LLCReal EstateChild$250K – $500KRent/Royalties, Interest: $15K – $50K
Office Building in Budd Family LLCReal EstateChild$250K – $500KRent/Royalties: $15K – $50K
DFAX - Dimensional World Ex U.S. Core Equity 2 ETF in Fidelity Brokerage Services #18Mutual FundsSpouse$100K – $250KExcepted Investment Fund: $2,501 – $5,000
LVIP Vanguard Bnd Alloc Fnd SC (791) in Lincoln Flexible Premium Variable Life Insurance - 613Mutual FundsJoint$100K – $250KNone: $0 – $200
LVIP SSGA S&P 500 Index SC (946) in Lincoln Flexible Premium Variable Life Insurance - 613Mutual FundsJoint$100K – $250KNone: $0 – $200
Ally BankBank DepositJoint$50K – $100KInterest: $1,001 – $2,500
DFUS - Dimensional U.S. Equity ETF in Fidelity Brokerage Services #18Mutual FundsSpouse$50K – $100KExcepted Investment Fund: $0 – $200
RETSX - Russell Investment Tax-Managed U.S. Large Cap Fund in Amy Kathryn Budd 2017 Irrv Trust FBO (DC3) - TrustMutual FundsChild$15K – $50KExcepted Investment Fund: $0 – $200
DFAX - Dimensional World Ex U.S. Core Equity 2 ETF in Amy Kathryn Budd 2017 Irrv Trust FBO (DC3) - TrustMutual FundsChild$15K – $50KExcepted Investment Fund: $201 – $1,000
RTXSX - Tax-Managed Real Assets Fund - CLASS S in Fidelity Brokerage Services #18Mutual FundsSpouse$15K – $50KExcepted Investment Fund: $1,001 – $2,500
DFAU - Dimensional US Core Equity Market ETF in Fidelity Brokerage Services #18Mutual FundsSpouse$15K – $50KExcepted Investment Fund: $1,001 – $2,500
IWM - iShares Russell 2000 ETF in Fidelity Brokerage Services #18Mutual FundsSpouse$15K – $50KExcepted Investment Fund: $1,001 – $2,500
DFAU - Dimensional US Core Equity Market ETF in Akb - Roth IRAMutual FundsSpouse$15K – $50KNone: $0 – $200
DUHP - Dimensional US High Profitability ETF in Akb - Roth IRAMutual FundsSpouse$15K – $50KNone: $0 – $200
PEIYX - Putnam Large Cap Value Fund Class Y in Akb - Roth IRAMutual FundsSpouse$15K – $50KNone: $0 – $200
DFAS - Dimensional U.S. Small Cap ETF in Akb - Roth IRAMutual FundsSpouse$15K – $50KNone: $0 – $200
DFIC - Dimensional International Core Equity 2 ETF in Akb - Roth IRAMutual FundsSpouse$15K – $50KNone: $0 – $200
DUHP - Dimensional US High Profitability ETF in TPB - Roth IRAMutual FundsSelf$15K – $50KNone: $0 – $200
PEIYX - Putnam Large Cap Value Fund Class Y in TPB - Roth IRAMutual FundsSelf$15K – $50KNone: $0 – $200
DFAS - Dimensional U.S. Small Cap ETF in TPB - Roth IRAMutual FundsSelf$15K – $50KNone: $0 – $200
DFIC - Dimensional International Core Equity 2 ETF in TPB - Roth IRAMutual FundsSelf$15K – $50KNone: $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
2022202320242025

What they trade most

Dimensional U.S. Equity ETF (DFUS)
2022–2025 · $183K – $1.0M
50 trades
Dimensional World Ex U.S. Core Equity 2 ETF (DFAX)
2022–2025 · $61K – $740K
47 trades
Dimensional US Core Equity Market ETF (DFAU)
2022–2025 · $128K – $570K
23 trades
Tax-Managed Real Assets Fund Class S (RTXSX)
2022–2025 · $32K – $305K
18 trades
Dimensional U.S. Small Cap ETF (DFAS)
2022–2025 · $30K – $275K
16 trades
Tax-Exempt High Yield Bond Fund Class S (RTHSX)
2022–2025 · $16K – $240K
16 trades
International Developed Markets Fund Class S (RINTX)
2022–2025 · $40K – $250K
12 trades
Invesco Equally-Weighted S&P Fund Class Y (VADDX)
2022–2024 · $66K – $290K
10 trades
Fidelity Advisor Emerging Markets Discovery Fund (FIQGX)
2022–2024 · $10K – $150K
10 trades
Dimensional National Municipal Bond ETF (DFNM)
2022–2024 · $8,008 – $120K
8 trades
Their latest 300 of 320 trades
DateAssetTradeOwnerAmountDays to report
2025-12-08Dimensional U.S. Equity Market ETF PurchaseSpouse$1,001 – $15Kannual
2025-11-26Fidelity Real Estate Index Fund PurchaseSelf$1,001 – $15Kannual
2025-11-26Columbia Real Estate Equity Fund - Columbia Real Estate Equity Fund Institutional Class Sale (Full)Self$1,001 – $15Kannual
2025-11-26Fidelity Real Estate Index Fund PurchaseSpouse$1,001 – $15Kannual
2025-11-26Columbia Real Estate Equity Fund - Columbia Real Estate Equity Fund Institutional Class Sale (Full)Spouse$1,001 – $15Kannual
2025-11-05Tax-Exempt High Yield Bond Fund - CLASS S PurchaseSpouse$1,001 – $15Kannual
2025-11-05iShares Russell 2000 ETF Sale (Partial)Spouse$1,001 – $15Kannual
2025-11-05Dimensional U.S. Small Cap ETF PurchaseSpouse$1,001 – $15Kannual
2025-10-20Tax-Exempt High Yield Bond Fund - CLASS S Sale (Partial)Spouse$1,001 – $15Kannual
2025-10-20Tax-Managed Real Assets Fund - CLASS S Sale (Partial)Spouse$1,001 – $15Kannual
2025-10-20Dimensional World ex U.S. Core Equity 2 ETF Sale (Partial)Spouse$1,001 – $15Kannual
2025-10-20Dimensional U.S. Small Cap ETF Sale (Full)Spouse$1,001 – $15Kannual
2025-10-20Dimensional U.S. Equity Market ETF Sale (Partial)Spouse$1,001 – $15Kannual
2025-10-06Dimensional U.S. Equity Market ETF PurchaseSpouse$1,001 – $15Kannual
2025-09-04Dimensional U.S. Equity Market ETF PurchaseSpouse$1,001 – $15Kannual
2025-08-05Dimensional U.S. Equity Market ETF PurchaseSpouse$1,001 – $15Kannual
2025-07-21Dimensional International Core Equity 2 ETF PurchaseSelf$1,001 – $15Kannual
2025-07-21Dimensional International Core Equity 2 ETF PurchaseSpouse$1,001 – $15Kannual
2025-07-18iShares Russell 2000 ETF Sale (Partial)Spouse$1,001 – $15Kannual
2025-07-18Dimensional World ex U.S. Core Equity 2 ETF Sale (Partial)Spouse$1,001 – $15Kannual
2025-07-18Dimensional US Core Equity Market ETF Sale (Partial)Spouse$1,001 – $15Kannual
2025-07-09iShares iBoxx $ High Yield Corporate Bond ETF PurchaseChild$1,001 – $15Kannual
2025-07-09Dimensional U.S. Equity Market ETF PurchaseChild$1,001 – $15Kannual
2025-07-08Tax-Exempt High Yield Bond Fund - CLASS S Sale (Full)Child$1,001 – $15Kannual
2025-07-08Tax-Managed Real Assets Fund - CLASS S Sale (Partial)Child$1,001 – $15Kannual
2025-07-08iShares National Muni Bond ETF Sale (Full)Child$1,001 – $15Kannual
2025-07-08Fidelity Intermediate Municipal Income Fund - Fidelity Advisor Intermediate Municipal Inco PurchaseChild$1,001 – $15Kannual
2025-07-08Dimensional World ex U.S. Core Equity 2 ETF PurchaseSpouse$1,001 – $15Kannual
2025-07-02Dimensional World ex U.S. Core Equity 2 ETF PurchaseSpouse$1,001 – $15Kannual
2025-06-05Dimensional US Core Equity Market ETF PurchaseSelf$1,001 – $15Kannual
2025-06-05Dimensional US High Profitability ETF PurchaseSelf$1,001 – $15Kannual
2025-06-05Dimensional International Core Equity 2 ETF PurchaseSelf$1,001 – $15Kannual
2025-06-05Dimensional U.S. Small Cap ETF PurchaseSelf$1,001 – $15Kannual
2025-06-05Dimensional US High Profitability ETF PurchaseSpouse$1,001 – $15Kannual
2025-06-05Dimensional International Core Equity 2 ETF PurchaseSpouse$1,001 – $15Kannual
2025-06-05Dimensional U.S. Small Cap ETF PurchaseSpouse$1,001 – $15Kannual
2025-06-05Dimensional US Core Equity Market ETF PurchaseSpouse$1,001 – $15Kannual
2025-06-05Fidelity Money Market Fund Sale (Full)Spouse$1,001 – $15Kannual
2025-06-05Dimensional World ex U.S. Core Equity 2 ETF PurchaseSpouse$1,001 – $15Kannual
2025-06-05Dimensional U.S. Small Cap ETF PurchaseSpouse$1,001 – $15Kannual
2025-06-05Dimensional U.S. Equity Market ETF PurchaseSpouse$1,001 – $15Kannual
2025-06-04CM Commodity Index Fund - Class Y Sale (Full)Self$1,001 – $15Kannual
2025-06-04Putnam Large Cap Value Fund - Class Y Shares PurchaseSelf$1,001 – $15Kannual
2025-06-04Opportunistic Credit Fund - CLASS S Sale (Partial)Self$1,001 – $15Kannual
2025-06-04Columbia Real Estate Equity Fund - Columbia Real Estate Equity Fund Institutional Class Sale (Partial)Self$1,001 – $15Kannual
2025-06-04CM Commodity Index Fund - Class Y Sale (Full)Spouse$1,001 – $15Kannual
2025-06-04Putnam Large Cap Value Fund - Class Y Shares PurchaseSpouse$1,001 – $15Kannual
2025-06-04Opportunistic Credit Fund - CLASS S Sale (Partial)Spouse$1,001 – $15Kannual
2025-06-04Columbia Real Estate Equity Fund - Columbia Real Estate Equity Fund Institutional Class Sale (Partial)Spouse$1,001 – $15Kannual
2025-06-04Tax-Exempt High Yield Bond Fund - CLASS S Sale (Partial)Spouse$1,001 – $15Kannual
2025-06-04Tax-Managed Real Assets Fund - CLASS S Sale (Partial)Spouse$15K – $50Kannual
2025-06-04Dimensional U.S. Equity Market ETF PurchaseSpouse$1,001 – $15Kannual
2025-06-03Fidelity Money Market Fund PurchaseSpouse$1,001 – $15Kannual
2025-06-02Dimensional World ex U.S. Core Equity 2 ETF PurchaseSpouse$1,001 – $15Kannual
2025-05-06Dimensional US Core Equity Market ETF PurchaseSpouse$1,001 – $15Kannual
2025-05-02Dimensional International Core Equity 2 ETF PurchaseSelf$15K – $50Kannual
2025-05-02Dimensional International Core Equity 2 ETF PurchaseSpouse$15K – $50Kannual
2025-05-02Dimensional U.S. Equity Market ETF PurchaseSpouse$1,001 – $15Kannual
2025-05-01International Developed Markets Fund - CLASS S Sale (Full)Self$15K – $50Kannual
2025-05-01Dimensional U.S. Small Cap ETF PurchaseSelf$1,001 – $15Kannual
2025-05-01International Developed Markets Fund - CLASS S Sale (Full)Spouse$15K – $50Kannual
2025-05-01Dimensional U.S. Small Cap ETF PurchaseSpouse$1,001 – $15Kannual
2025-04-30U.S. Small Cap Equity Fund - CLASS S Sale (Partial)Self$1,001 – $15Kannual
2025-04-30U.S. Small Cap Equity Fund - CLASS S Sale (Partial)Spouse$1,001 – $15Kannual
2025-04-08iShares Russell 2000 ETF PurchaseSpouse$15K – $50Kannual
2025-04-08iShares Russell 2000 ETF PurchaseSpouse$1,001 – $15Kannual
2025-04-08Dimensional U.S. Small Cap ETF Sale (Full)Spouse$15K – $50Kannual
2025-04-07Dimensional U.S. Equity Market ETF Sale (Partial)Spouse$1,001 – $15Kannual
2025-04-07Dimensional U.S. Equity Market ETF Sale (Partial)Spouse$15K – $50Kannual
2025-04-07Dimensional US Core Equity Market ETF PurchaseSpouse$15K – $50Kannual
2025-04-04Dimensional U.S. Equity Market ETF PurchaseSpouse$1,001 – $15Kannual
2025-03-10VanEck Real Assets ETF Sale (Full)Spouse$1,001 – $15Kannual
2025-03-10Tax-Managed Real Assets Fund - CLASS S PurchaseSpouse$1,001 – $15Kannual
2025-03-04Dimensional U.S. Equity Market ETF PurchaseSpouse$1,001 – $15Kannual
2025-03-03Dimensional U.S. Equity Market ETF PurchaseSpouse$1,001 – $15Kannual
2025-02-13Dimensional U.S. Equity Market ETF PurchaseSpouse$1,001 – $15Kannual
2025-02-06VanEck Real Assets ETF PurchaseSpouse$1,001 – $15Kannual
2025-02-05Tax-Managed Real Assets Fund - CLASS S Sale (Partial)Spouse$1,001 – $15Kannual
2025-02-03Tax-Exempt High Yield Bond Fund - CLASS S PurchaseSpouse$1,001 – $15Kannual
2025-01-13International Developed Markets Fund - CLASS S Sale (Partial)Self$1,001 – $15Kannual
2025-01-13Fidelity International Growth Fund - Fidelity Advisor International Growth Fund: Class Z PurchaseSelf$1,001 – $15Kannual
2025-01-13International Developed Markets Fund - CLASS S Sale (Partial)Spouse$1,001 – $15Kannual
2025-01-13Fidelity International Growth Fund - Fidelity Advisor International Growth Fund: Class Z PurchaseSpouse$1,001 – $15Kannual
2025-01-07Dimensional U.S. Equity Market ETF PurchaseSpouse$1,001 – $15Kannual
2025-01-06Fidelity Money Market Fund Sale (Full)Spouse$1,001 – $15Kannual
2024-12-13VG 12.5% Stocks 87.5% Bonds (Age Based) Sale (Partial)Child$1,001 – $15Kannual
2024-12-04Dimensional U.S. Equity ETF PurchaseSpouse$1,001 – $15Kannual
2024-12-03Dimensional U.S. Equity ETF PurchaseSpouse$1,001 – $15Kannual
2024-11-27Dimensional US Core Equity Market ETF PurchaseSelf$1,001 – $15Kannual
2024-11-27Dimensional US Core Equity Market ETF PurchaseSpouse$1,001 – $15Kannual
2024-11-26U.S. Small Cap Equity Fund Class S PurchaseSelf$1,001 – $15Kannual
2024-11-26Fidelity Advisor Emerging Markets Discovery Fund Sale (Partial)Self$1,001 – $15Kannual
2024-11-26U.S. Small Cap Equity Fund Class S PurchaseSpouse$1,001 – $15Kannual
2024-11-26Fidelity Advisor Emerging Markets Discovery Fund Sale (Partial)Spouse$1,001 – $15Kannual
2024-11-22Dimensional World Ex U.S. Core Equity 2 ETF Sale (Partial)Child$1,001 – $15Kannual
2024-11-22Dimensional National Municipal Bond ETF PurchaseChild$1,001 – $15Kannual
2024-11-22Dimensional U.S. Equity ETF PurchaseChild$1,001 – $15Kannual
2024-11-13Putnam Large Cap Value Fund Class Y PurchaseSelf$1,001 – $15Kannual
2024-11-13International Developed Markets Fund Class S Sale (Partial)Self$1,001 – $15Kannual
2024-11-13Putnam Large Cap Value Fund Class Y PurchaseSpouse$1,001 – $15Kannual
2024-11-13International Developed Markets Fund Class S Sale (Partial)Spouse$1,001 – $15Kannual
2024-11-13Dimensional World Ex U.S. Core Equity 2 ETF Sale (Partial)Spouse$1,001 – $15Kannual
2024-11-13Dimensional U.S. Equity ETF PurchaseSpouse$1,001 – $15Kannual
2024-11-05Dimensional World Ex U.S. Core Equity 2 ETF PurchaseSpouse$1,001 – $15Kannual
2024-11-01Dimensional World Ex U.S. Core Equity 2 ETF PurchaseSpouse$1,001 – $15Kannual
2024-10-03Dimensional World Ex U.S. Core Equity 2 ETF PurchaseSpouse$1,001 – $15Kannual
2024-09-06Dimensional World Ex U.S. Core Equity 2 ETF PurchaseSpouse$1,001 – $15Kannual
2024-09-03Dimensional World Ex U.S. Core Equity 2 ETF PurchaseSpouse$1,001 – $15Kannual
2024-08-23Putnam Large Cap Value Fund Class Y PurchaseSelf$15K – $50Kannual
2024-08-23Invesco Equally-Weighted S&P Fund Class Y Sale (Full)Self$15K – $50Kannual
2024-08-23Putnam Large Cap Value Fund Class Y PurchaseSpouse$15K – $50Kannual
2024-08-23Invesco Equally-Weighted S&P Fund Class Y Sale (Full)Spouse$15K – $50Kannual
2024-08-06Dimensional U.S. Equity ETF Sale (Partial)Spouse$1,001 – $15Kannual
2024-08-05Tax-Managed Real Assets Fund Class S PurchaseSpouse$1,001 – $15Kannual
2024-08-05Dimensional World Ex U.S. Core Equity 2 ETF PurchaseSpouse$1,001 – $15Kannual
2024-08-01Dimensional World Ex U.S. Core Equity 2 ETF PurchaseSpouse$1,001 – $15Kannual
2024-07-05Dimensional World Ex U.S. Core Equity 2 ETF PurchaseSpouse$1,001 – $15Kannual
2024-06-05Tax-Managed Real Assets Fund Class S PurchaseSpouse$1,001 – $15Kannual
2024-06-03Dimensional World Ex U.S. Core Equity 2 ETF PurchaseSpouse$1,001 – $15Kannual
2024-05-06Dimensional World Ex U.S. Core Equity 2 ETF PurchaseSpouse$1,001 – $15Kannual
2024-05-02Dimensional World Ex U.S. Core Equity 2 ETF PurchaseSpouse$1,001 – $15Kannual
2024-04-19VG 12.5% Stocks 87.5% Bonds (age based) Sale (Partial)Child$15K – $50Kannual
2024-04-15International Developed Markets Fund Class S PurchaseSelf$1,001 – $15Kannual
2024-04-15Fidelity Advisor Emerging Markets Discovery Fund PurchaseSelf$1,001 – $15Kannual
2024-04-15Columbia Real Estate Equity Fund Class Adv PurchaseSelf$1,001 – $15Kannual
2024-04-15International Developed Markets Fund Class S PurchaseSpouse$1,001 – $15Kannual
2024-04-15Fidelity Advisor Emerging Markets Discovery Fund PurchaseSpouse$1,001 – $15Kannual
2024-04-15Columbia Real Estate Equity Fund Class Adv PurchaseSpouse$1,001 – $15Kannual
2024-04-05Dimensional World Ex U.S. Core Equity 2 ETF PurchaseSpouse$1,001 – $15Kannual
2024-03-08Dimensional U.S. Equity ETF PurchaseSpouse$1,001 – $15Kannual
2024-02-08iShares National Muni Bond ETF PurchaseChild$1,001 – $15Kannual
2024-02-08Dimensional National Municipal Bond ETF Sale (Partial)Child$1,001 – $15Kannual
2024-02-06Fidelity Short-Term Treasury Bond Index Fund Sale (Full)Child$1,001 – $15Kannual
2024-02-02Dimensional World Ex U.S. Core Equity 2 ETF PurchaseSpouse$1,001 – $15Kannual
2024-01-08Dimensional World Ex U.S. Core Equity 2 ETF PurchaseSpouse$1,001 – $15Kannual
2023-12-11iShares Residential and Multisector Real Estate ET Sale (Full)Self$1,001 – $15Kannual
2023-12-11iShares Residential and Multisector Real Estate ET Sale (Full)Spouse$1,001 – $15Kannual
2023-12-08Columbia Real Estate Equity Fund Class Adv PurchaseSelf$1,001 – $15Kannual
2023-12-08Columbia Real Estate Equity Fund Class Adv PurchaseSpouse$1,001 – $15Kannual
2023-12-05Tax-Exempt High Yield Bond Fund Class S PurchaseSpouse$1,001 – $15Kannual
2023-11-08Dimensional World Ex U.S. Core Equity 2 ETF PurchaseSpouse$1,001 – $15Kannual
2023-10-18Tax-Exempt High Yield Bond Fund Class S PurchaseChild$1,001 – $15Kannual
2023-10-18Dimensional ETF Trust Dimensional National Municip PurchaseChild$1,001 – $15Kannual
2023-10-18Dimensional U.S. Equity ETF Sale (Partial)Child$1,001 – $15Kannual
2023-10-18Dimensional ETF Trust Dimensional National Municip PurchaseChild$1,001 – $15Kannual
2023-10-18Dimensional U.S. Equity ETF Sale (Partial)Child$1,001 – $15Kannual
2023-10-18Opportunistic Credit Fund Class S PurchaseSelf$1,001 – $15Kannual
2023-10-18iShares Residential and Multisector Real Estate ET PurchaseSelf$1,001 – $15Kannual
2023-10-18Silver Trust Ishares Sale (Full)Self$1,001 – $15Kannual
2023-10-18Gold Trust Ishares Sale (Full)Self$1,001 – $15Kannual
2023-10-18Dimensional ETF Trust Dimensional US High Profitab PurchaseSelf$1,001 – $15Kannual
2023-10-18Dimensional US Core Equity Market ETF Sale (Partial)Self$1,001 – $15Kannual
2023-10-18Opportunistic Credit Fund Class S PurchaseSpouse$1,001 – $15Kannual
2023-10-18iShares Residential and Multisector Real Estate ET PurchaseSpouse$1,001 – $15Kannual
2023-10-18Silver Trust Ishares Sale (Full)Spouse$1,001 – $15Kannual
2023-10-18Gold Trust Ishares Sale (Full)Spouse$1,001 – $15Kannual
2023-10-18Global X Lithium & Battery Tech ETF Sale (Partial)Spouse$1,001 – $15Kannual
2023-10-18Dimensional ETF Trust Dimensional US High Profitab PurchaseSpouse$1,001 – $15Kannual
2023-10-18Dimensional US Core Equity Market ETF Sale (Partial)Spouse$1,001 – $15Kannual
2023-10-18Dimensional World Ex U.S. Core Equity 2 ETF PurchaseSpouse$1,001 – $15Kannual
2023-10-18Dimensional U.S. Equity ETF Sale (Partial)Spouse$15K – $50Kannual
2023-10-17Tax-Managed Real Assets Fund Class S PurchaseChild$1,001 – $15Kannual
2023-10-17Fidelity Short-Term Treasury Bond Index Fund Sale (Partial)Child$1,001 – $15Kannual
2023-10-17Tax-Exempt High Yield Bond Fund Class S PurchaseChild$1,001 – $15Kannual
2023-10-17Fidelity Short-Term Treasury Bond Index Fund Sale (Partial)Child$1,001 – $15Kannual
2023-10-17Opportunistic Credit Fund Class S PurchaseSelf$1,001 – $15Kannual
2023-10-17Invesco Equally-Weighted S&P Fund Class Y PurchaseSelf$1,001 – $15Kannual
2023-10-17International Developed Markets Fund Class S Sale (Partial)Self$1,001 – $15Kannual
2023-10-17Global Infrastructure Fund Class S PurchaseSelf$1,001 – $15Kannual
2023-10-17Fidelity Advisor Emerging Markets Discovery Fund PurchaseSelf$1,001 – $15Kannual
2023-10-17Opportunistic Credit Fund Class S PurchaseSpouse$1,001 – $15Kannual
2023-10-17Invesco Equally-Weighted S&P Fund Class Y PurchaseSpouse$1,001 – $15Kannual
2023-10-17International Developed Markets Fund Class S Sale (Partial)Spouse$1,001 – $15Kannual
2023-10-17Global Infrastructure Fund Class S PurchaseSpouse$1,001 – $15Kannual
2023-10-17Fidelity Advisor Emerging Markets Discovery Fund PurchaseSpouse$1,001 – $15Kannual
2023-10-17Tax-Exempt High Yield Bond Fund Class S PurchaseSpouse$1,001 – $15Kannual
2023-10-17Tax-Exempt High Yield Bond Fund Class S PurchaseSpouse$1,001 – $15Kannual
2023-10-17Tax-Managed Real Assets Fund Class S PurchaseSpouse$1,001 – $15Kannual
2023-09-07Dimensional World Ex U.S. Core Equity 2 ETF PurchaseSpouse$1,001 – $15Kannual
2023-09-05Dimensional World Ex U.S. Core Equity 2 ETF PurchaseSpouse$1,001 – $15Kannual
2023-08-04Tax-Managed Real Assets Fund Class S PurchaseSpouse$1,001 – $15Kannual
2023-08-02Dimensional World Ex U.S. Core Equity 2 ETF PurchaseSpouse$1,001 – $15Kannual
2023-06-06Dimensional World Ex U.S. Core Equity 2 ETF PurchaseSpouse$1,001 – $15Kannual
2023-06-02Dimensional World Ex U.S. Core Equity 2 ETF PurchaseSpouse$1,001 – $15Kannual
2023-05-15Dimensional World Ex U.S. Core Equity 2 ETF Sale (Partial)Child$1,001 – $15Kannual
2023-05-15Dimensional World Ex U.S. Core Equity 2 ETF Sale (Partial)Child$1,001 – $15Kannual
2023-05-12Tax-Managed Real Assets Fund Class S PurchaseChild$1,001 – $15Kannual
2023-05-12Tax-Managed Real Assets Fund Class S PurchaseChild$1,001 – $15Kannual
2023-05-03Dimensional World Ex U.S. Core Equity 2 ETF PurchaseSpouse$1,001 – $15Kannual
2023-05-02Dimensional World Ex U.S. Core Equity 2 ETF PurchaseSpouse$1,001 – $15Kannual
2023-04-18LVIP SSGA S&P 500 Index SC PurchaseSelf$1,001 – $15Kannual
2023-04-18LVIP Vanguard Bnd Alloc Fnd SC PurchaseSelf$1,001 – $15Kannual
2023-04-14Dimensional World Ex U.S. Core Equity 2 ETF PurchaseSpouse$1,001 – $15Kannual
2023-04-12Fidelity Short-Term Treasury Bond Index Fund PurchaseChild$1,001 – $15Kannual
2023-04-12Fidelity Inflation-Protected Bond Index Fund Sale (Partial)Child$1,001 – $15Kannual
2023-04-12Fidelity Short-Term Treasury Bond Index Fund PurchaseChild$1,001 – $15Kannual
2023-04-12Fidelity Inflation-Protected Bond Index Fund Sale (Partial)Child$1,001 – $15Kannual
2023-03-07Dimensional World Ex U.S. Core Equity 2 ETF PurchaseSpouse$1,001 – $15Kannual
2023-03-07Dimensional U.S. Small Cap ETF PurchaseSpouse$1,001 – $15Kannual
2023-03-06Tax-Managed Real Assets Fund Class S PurchaseSpouse$1,001 – $15Kannual
2023-03-02Dimensional World Ex U.S. Core Equity 2 ETF PurchaseSpouse$1,001 – $15Kannual
2023-02-08Tax-Managed Real Assets Fund Class S PurchaseSpouse$1,001 – $15Kannual
2023-01-06Dimensional U.S. Equity ETF PurchaseSpouse$1,001 – $15Kannual
2022-12-16Dimensional US Core Equity Market ETF PurchaseSelf$1,001 – $15Kannual
2022-12-16Dimensional US Core Equity Market ETF PurchaseSpouse$1,001 – $15Kannual
2022-12-14Invesco Equally-Weighted S&P Fund Class Y Sale (Partial)Self$1,001 – $15Kannual
2022-12-14Invesco Equally-Weighted S&P Fund Class Y Sale (Partial)Spouse$1,001 – $15Kannual
2022-12-05Dimensional U.S. Small Cap ETF PurchaseSpouse$1,001 – $15Kannual
2022-12-01Tax-Exempt High Yield Bond Fund Class S PurchaseSpouse$1,001 – $15Kannual
2022-11-15Dimensional U.S. Equity ETF Sale (Partial)Child$1,001 – $15Kannual
2022-11-15Dimensional World Ex U.S. Core Equity 2 ETF PurchaseChild$1,001 – $15Kannual
2022-11-15Dimensional U.S. Equity ETF Sale (Partial)Child$1,001 – $15Kannual
2022-11-15Dimensional World Ex U.S. Core Equity 2 ETF PurchaseChild$1,001 – $15Kannual
2022-11-15Dimensional US Core Equity Market ETF Sale (Partial)Self$1,001 – $15Kannual
2022-11-15Dimensional US Core Equity Market ETF Sale (Partial)Spouse$1,001 – $15Kannual
2022-11-15Dimensional U.S. Equity ETF Sale (Partial)Spouse$1,001 – $15Kannual
2022-11-15Dimensional World Ex U.S. Core Equity 2 ETF PurchaseSpouse$1,001 – $15Kannual
2022-11-14Dimensional ETF Trust Dimensional National Municip PurchaseChild$1,001 – $15Kannual
2022-11-14Dimensional ETF Trust Dimensional National Municip PurchaseChild$1,001 – $15Kannual
2022-11-14International Developed Markets Fund Class S PurchaseSelf$1,001 – $15Kannual
2022-11-14International Developed Markets Fund Class S PurchaseSpouse$1,001 – $15Kannual
2022-11-09Fidelity Inflation-Protected Bond Index Fund Sale (Partial)Child$1,001 – $15Kannual
2022-11-09Invesco Equally-Weighted S&P Fund Class Y Sale (Partial)Self$1,001 – $15Kannual
2022-11-09Fidelity Advisor Emerging Markets Discovery Fund PurchaseSelf$1,001 – $15Kannual
2022-11-09Invesco Equally-Weighted S&P Fund Class Y Sale (Partial)Spouse$1,001 – $15Kannual
2022-11-09Fidelity Advisor Emerging Markets Discovery Fund PurchaseSpouse$1,001 – $15Kannual
2022-11-03Dimensional U.S. Equity ETF PurchaseSpouse$1,001 – $15Kannual
2022-11-02Dimensional U.S. Equity ETF PurchaseSpouse$1,001 – $15Kannual
2022-10-31Dimensional US High Profitability ETF PurchaseSelf$1,001 – $15Kannual
2022-10-31Dimensional US Core Equity Market ETF PurchaseSelf$1,001 – $15Kannual
2022-10-31Dimensional US High Profitability ETF PurchaseSpouse$1,001 – $15Kannual
2022-10-31Dimensional US Core Equity Market ETF PurchaseSpouse$15K – $50Kannual
2022-10-27Invesco Equally-Weighted S&P Fund Class Y Sale (Partial)Self$15K – $50Kannual
2022-10-27Invesco Equally-Weighted S&P Fund Class Y Sale (Partial)Spouse$15K – $50Kannual
2022-10-05Dimensional U.S. Equity ETF PurchaseSpouse$1,001 – $15Kannual
2022-09-16Dimensional US Core Equity Market ETF Sale (Full)Spouse$50K – $100Kannual
2022-09-16Dimensional U.S. Equity ETF PurchaseSpouse$50K – $100Kannual
2022-09-06Dimensional U.S. Equity ETF PurchaseSpouse$1,001 – $15Kannual
2022-09-02Silver Trust Ishares PurchaseSelf$1,001 – $15Kannual
2022-09-02iShares Gold Trust Shares of the iShares Gold Trus PurchaseSelf$1,001 – $15Kannual
2022-09-02GX Lithium & Battery Tech ETF PurchaseSelf$1,001 – $15Kannual
2022-09-02Silver Trust Ishares PurchaseSpouse$1,001 – $15Kannual
2022-09-02iShares Gold Trust Shares of the iShares Gold Trus PurchaseSpouse$1,001 – $15Kannual
2022-09-02GX Lithium & Battery Tech ETF PurchaseSpouse$1,001 – $15Kannual
2022-09-02Dimensional U.S. Equity ETF PurchaseSpouse$1,001 – $15Kannual
2022-08-31Van Eck Cm Commodity Index Fd Cl Y Sale (Partial)Self$1,001 – $15Kannual
2022-08-31Van Eck Cm Commodity Index Fd Cl Y Sale (Partial)Spouse$1,001 – $15Kannual
2022-08-18Emerging Markets Fund Class S Sale (Full)Self$1,001 – $15Kannual
2022-08-18Fidelity Advisor Emerging Markets Discovery Fund PurchaseSelf$1,001 – $15Kannual
2022-08-18Emerging Markets Fund Class S Sale (Full)Spouse$1,001 – $15Kannual
2022-08-18Fidelity Advisor Emerging Markets Discovery Fund PurchaseSpouse$1,001 – $15Kannual
2022-08-11NEST 529 Age-Based Aggressive 17-18 D Sale (Full)Child$15K – $50Kannual
2022-08-05Dimensional U.S. Small Cap ETF PurchaseSpouse$1,001 – $15Kannual
2022-08-05Dimensional US Core Equity Market ETF PurchaseSpouse$1,001 – $15Kannual
2022-08-02Tax-Exempt High Yield Bond Fund Class S PurchaseSpouse$1,001 – $15Kannual
2022-07-14Dimensional US Core Equity Market ETF PurchaseSpouse$15K – $50Kannual
2022-07-13Dimensional U.S. Equity ETF Sale (Partial)Spouse$15K – $50Kannual
2022-07-13Dimensional US Core Equity Market ETF PurchaseSpouse$15K – $50Kannual
2022-07-12Tax-Managed U.S. Large Cap Fund Class S Sale (Partial)Spouse$15K – $50Kannual
2022-07-07Dimensional World Ex U.S. Core Equity 2 ETF PurchaseSpouse$1,001 – $15Kannual
2022-06-27Dimensional US Core Equity Market ETF Sale (Full)Child$1,001 – $15Kannual
2022-06-27Dimensional U.S. Equity ETF PurchaseChild$1,001 – $15Kannual
2022-06-27Dimensional US Core Equity Market ETF Sale (Full)Child$1,001 – $15Kannual
2022-06-27Fidelity Inflation-Protected Bond Index Fund Sale (Partial)Child$1,001 – $15Kannual
2022-06-27Dimensional U.S. Equity ETF PurchaseChild$1,001 – $15Kannual
2022-06-09Dimensional World Ex U.S. Core Equity 2 ETF PurchaseSpouse$1,001 – $15Kannual
2022-06-09Dimensional U.S. Equity ETF PurchaseSpouse$15K – $50Kannual
2022-06-07Tax-Managed International Equity Fund Class S Sale (Partial)Spouse$1,001 – $15Kannual
2022-06-07Tax-Managed U.S. Large Cap Fund Class S Sale (Partial)Spouse$15K – $50Kannual
2022-06-07Tax-Managed Real Assets Fund Class S PurchaseSpouse$1,001 – $15Kannual
2022-06-03Dimensional U.S. Small Cap ETF PurchaseSpouse$1,001 – $15Kannual
2022-05-25Dimensional U.S. Equity ETF PurchaseChild$1,001 – $15Kannual
2022-05-25Dimensional U.S. Equity ETF PurchaseChild$1,001 – $15Kannual
2022-05-23Tax-Managed Real Assets Fund Class S Sale (Partial)Child$1,001 – $15Kannual
2022-05-23Tax-Managed Real Assets Fund Class S Sale (Partial)Child$1,001 – $15Kannual
2022-05-20Dimensional U.S. Equity ETF Sale (Partial)Child$1,001 – $15Kannual
2022-05-20Dimensional US Core Equity Market ETF PurchaseChild$1,001 – $15Kannual
2022-05-20Dimensional U.S. Equity ETF Sale (Partial)Child$1,001 – $15Kannual
2022-05-20Dimensional US Core Equity Market ETF PurchaseChild$1,001 – $15Kannual
2022-05-13Dimensional World Ex U.S. Core Equity 2 ETF PurchaseChild$15K – $50Kannual
2022-05-13Dimensional World Ex U.S. Core Equity 2 ETF PurchaseChild$1,001 – $15Kannual
2022-05-11Tax-Managed International Equity Fund Class S Sale (Full)Child$15K – $50Kannual
2022-05-11Tax-Managed International Equity Fund Class S Sale (Full)Child$1,001 – $15Kannual
2022-05-09Dimensional U.S. Small Cap ETF PurchaseSpouse$1,001 – $15Kannual
2022-05-05Dimensional U.S. Small Cap ETF PurchaseSpouse$1,001 – $15Kannual
2022-04-18LVIP SSGA S&P 500 Index SC PurchaseSelf$1,001 – $15Kannual
2022-04-18LVIP Vanguard BND Alloc Fnd SC PurchaseSelf$1,001 – $15Kannual
2022-04-18Dimensional U.S. Equity ETF Sale (Partial)Child$1,001 – $15Kannual
2022-04-18Dimensional U.S. Equity ETF Sale (Partial)Spouse$15K – $50Kannual
2022-04-18Dimensional U.S. Small Cap ETF Sale (Full)Spouse$1,001 – $15Kannual
2022-04-14Tax-Managed International Equity Fund Class S Sale (Partial)Child$1,001 – $15Kannual
2022-04-14Fidelity Inflation-Protected Bond Index Fund Sale (Partial)Child$1,001 – $15Kannual
2022-04-14Tax-Managed International Equity Fund Class S Sale (Partial)Spouse$1,001 – $15Kannual
2022-04-14Tax-Exempt High Yield Bond Fund Class S Sale (Partial)Spouse$1,001 – $15Kannual
2022-04-08Dimensional U.S. Equity ETF PurchaseSpouse$1,001 – $15Kannual
2022-04-07Tax-Managed Real Assets Fund Class S PurchaseSpouse$1,001 – $15Kannual
2022-04-04Tax-Exempt High Yield Bond Fund Class S Sale (Partial)Spouse$1,001 – $15Kannual
2022-04-04Tax-Managed International Equity Fund Class S PurchaseSpouse$1,001 – $15Kannual
2022-03-23Dimensional ETF Trust Dimensional National Municip PurchaseChild$1,001 – $15Kannual
2022-03-23Dimensional ETF Trust Dimensional National Municip PurchaseChild$1,001 – $15Kannual

Financial disclosures

9 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
Aug 7, 2026Annual Report for Calendar 202585
Mar 17, 2026Annual Report for 2025 Due Date Extension 10
Aug 7, 2025Annual Report for Calendar 202450
Mar 27, 2025Annual Report for 2024 Due Date Extension 10
Aug 13, 2024Annual Report for Calendar 2022 (Amendment 1)117
Aug 13, 2024Annual Report for Calendar 202368
Apr 23, 2024Annual Report for 2023 Due Date Extension 10
Aug 13, 2023Annual Report for Calendar 2022115
May 3, 2023Annual Report for 2022 Due Date Extension 10