Senate Files

Senators

Mike Braun R

Republican senator from Indiana (former), serving since Jan 3, 2019.

Among all 100 senators

Each dot is a senator; Braun 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

$246K$49K$115.9M

Votes with their party

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

79.5%100.0%

Missed votes

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

0.0%15.0%

Lobbyists' giving

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

$499K$6,000$11.9M

Money from out of state

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

100%21%100%

Bills sponsored

In the 119th Congress (Congress.gov)

2191

Voting record

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

0.80← more liberalmore conservative →

Where their campaign money comes from

2023–24
$246K
2021–22
$1.4M
See the data
PeriodRaisedIndividualsPACsPartiesOwn moneySpentCashOutside forOutside against
2023–24$246,006$802$0$0$145,000$601,420-$1,992$14,641$0
2021–22$1,384,242$573,694$192,750$0$0$1,581,493$353,422$0$0

FEC totals through Dec 31, 2024.

Who gives to them

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

2023–24
$8
2021–22
$437K

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).

ULINE
$12K
ACKERMAN OIL
$7,800
SCIENTEL SOLUTIONS LLC
$5,800
SARKES TARZIAN INC
$5,800
MACALLISTER MACHINERY CO
$5,800
INDIANA BOTANIC GARDENS INC
$5,800
GRAMWOOD INC
$5,800
CONSIDINE SALES
$5,800
SMITHVILLE
$5,500
COLLINS ENGINEERS
$5,400
API
$5,400
Q SERVICES LLC
$5,000
The largest donors, and the numbers
PeriodItemizedContributionsFrom INRetired donors
2023–24$810%100%
2021–22$437,25190767%32%
DonorWhereEmployer, occupationTotal
GRAMMER, LAURA AJASPER, INACKERMAN OIL$7,800
BERNHEISEL, GREGORYSYRACUSE, INCONSIDINE SALES, INDIVIDUAL REP$5,800
CLELAND, TIMOTHYPORTAGE, ININDIANA BOTANIC GARDENS INC, PRESIDENT$5,800
MACALLISTER, CHRISINDIANAPOLIS, INMACALLISTER MACHINERY CO, EXECUTIVE$5,800
MILLER, MARY LOUISEWINONA LAKE, INGRAMWOOD INC, OWNER$5,800
PURUCKER, JAMESINDIANAPOLIS, INJOHN FRICK AND ASSOCIATES, PRESIDENT$5,800
SANTOS, NELSONNAPERVILLE, ILSCIENTEL SOLUTIONS LLC, PRESIDENT AND OWNER$5,800
TARZIAN, THOMASBLOOMINGTON, INSARKES TARZIAN INC, MANAGER$5,800
UIHLEIN, ELIZABETHLAKE FOREST, ILULINE, PRESIDENT$5,800
UIHLEIN, RICHARDLAKE FOREST, ILULINE, PRESIDENT$5,800
COLLINS, THOMASLA GRANGE, ILCOLLINS ENGINEERS, ENGINEER$5,600
MERTZ, TROYALGONQUIN, ILRETIRED, RETIRED$5,600
MCCARTY, DARBYBLOOMINGTON, INSMITHVILLE, OWNER$5,500
STEVENS, JAMESFORT WAYNE, INAPI, PHYSICIAN$5,400
CINELLI, JOHNEVANSVILLE, INQ SERVICES LLC, EXECUTIVE$5,000
CROW, TRAMMELL SDALLAS, TXEARTH PAY TEXAS, FOUNDER$5,000
MILLER, DONALDNORTH VERNON, INNORTH VERNON BEVERAGE CO INC, OWNER$5,000
GRABER, MARY JANEODON, INGRABER POST BLDGS, RETAIL$4,500
KENNEDY, BENNITACOLUMBUS, INRETIRED, RETIRED$3,800
CULPEPPER, WILLIAMZIONSVILLE, INRETIRED, RETIRED$3,000
GERNHARDT, DENNISLAFAYETTE, INDEFOUW CHEVROLET INC, CHAIRMAN$3,000
ROMAIN, RONALDEVANSVILLE, INUNITED LEASING, LLC, CEO$3,000
BLUME, WALLACECOLLEYVILLE, TXRETIRED, RETIRED$2,900
BODE, JOHNEASTON, MDMICHAEL BEST STRATEGIES, PARTNER$2,900
BONIFAS, ROBERTAURORA, ILRETIRED, RETIRED$2,900

Their biggest PAC and party givers

BUDD KENNEDY MAJORITY COMMITTEE
$10K
CRAMER
$10K
ANIMAL WELLNESS ACTION PAC
$6,500
THE PROCTER & GAMBLE COMPANY GOOD GOVERNMENT FUND
$5,000
MIKE LEE VICTORY FUND
$5,000
All 25
CommitteeConnected organizationTotalGifts
PELICAN PACBUDD KENNEDY MAJORITY COMMITTEE$10,0002
BADLANDS PACCRAMER$10,0002
ANIMAL WELLNESS ACTION PACNONE$6,5006
WALMART INC. PAC FOR RESPONSIBLE GOVERNMENTWALMART INC.$5,0001
THE PROCTER & GAMBLE COMPANY GOOD GOVERNMENT FUND$5,0001
REINVENTING A NEW DIRECTION POLITICAL ACTION COMMITTEEFREEDOM FOR ALL AMERICANS$5,0003
OLD NATIONAL BANK PACOLD NATIONAL BANK$5,0001
NATIONAL MARINE MANUFACTURERS ASSOCIATION AND MARINE RETAILERS ASSOCIATION BOAT POLITICAL ACTION COMNATIONAL MARINE MANUFACTURERS ASSOCIATION$5,0001
LEHIGH HANSON, INC. POLITICAL ACTION COMMITTEELEHIGH HANSON, INC.$5,0001
LEAD ENCOURAGE ELECT PACMIKE LEE VICTORY FUND$5,0001
ICE MILLER PAC$5,0001
BUILDING UP DEMOCRACY'S DREAMOLD NORTH STATE PAC$5,0001
BALL CORPORATION POLITICAL ACTION COMMITTEEBALL CORPORATION$5,0001
NATIONAL COUNCIL OF FARMER COOPERATIVES CO-OP/PACNATIONAL COUNCIL OF FARMER COOPERATIVES$4,0001
L3HARRIS TECHNOLOGIES, INC. PACL3HARRIS TECHNOLOGIES, INC.$4,0003
NISOURCE INC. PACNISOURCE INC.$3,5002
ELANCO US INC. POLITICAL ACTION COMMITTEE ('ELANCO PAC')$3,5002
CHS INC. POLITICAL ACTION COMMITTEE$3,5002
RENAISSANCE HEALTH SERVICE CORPORATION POLITICAL ACTION COMMITTEERENAISSANCE HEALTH SERVICE CORPORATION$3,0001
NATIONAL ASSOCIATION OF BROADCASTERS POLITICAL ACTION COMMITTEE (NABPAC)NATIONAL ASSOCIATION OF BROADCASTERS$3,0001
CUMMINS INC. POLITICAL ACTION COMMITTEE (CIPAC)CUMMINS INC.$3,0002
BURGER KING FRANCHISEE PACBURGER KING$3,0001
3M COMPANY PAC3M COMPANY$3,0001
ZIMMER BIOMET HOLDINGS, INC. POLITICAL ACTION COMMITTEE (A.K.A. 'ZIMMER BIOMET PAC')ZIMMER BIOMET HOLDINGS, INC.$2,5002
WEYERHAEUSER COMPANY POLITICAL ACTION COMMITTEEWEYERHAEUSER COMPANY$2,5001

Outside spending for and against them

All of it
$15K

Who spent it

PROTECT FREEDOM POLITICAL ACTION COMMITTEE
$15K
See the data
SpenderFor or againstTotalReports
PROTECT FREEDOM POLITICAL ACTION COMMITTEEfor$14,6411

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
MICHAEL BEST STRATEGIES LLC$28,30010Oct 19, 2021Apr 4, 2022
L3HARRIS TECHNOLOGIES, INC.$21,5005Dec 7, 2021Jun 24, 2023
PEABODY INVESTMENTS CORP.$20,0003Jun 22, 2021Jun 10, 2024
ANIMAL WELLNESS ACTION$19,50018Jun 30, 2021Jul 19, 2022
BARNES & THORNBURG, LLP$15,0006Jul 27, 2021Sep 25, 2024
ASTRAZENECA PHARMACEUTICALS LP$15,0004Aug 5, 2021Apr 21, 2022
AMERICAN TRUCKING ASSOCIATIONS$13,5006Jun 11, 2021Jun 19, 2023
WINE AND SPIRITS WHOLESALERS OF AMERICA, INC$11,0004Jun 8, 2021Jun 27, 2023
THE AMERICAN COUNCIL OF ENGINEERING COMPANIES$11,0003Feb 8, 2022Feb 10, 2022
HALL, RENDER, KILLIAN, HEATH & LYMAN, P.C.$11,0003Feb 5, 2021Nov 2, 2023
GENERAL DYNAMICS CORP$11,0003Mar 9, 2021Jul 24, 2023
UNION PACIFIC CORPORATION$10,0002Nov 22, 2021Jul 18, 2022
ULTRA MARITIME LLC (FORMERLY REPORTED AS ULTRA ELECTRONICS DEFENSE INC)$10,0004Mar 11, 2022May 3, 2022
NORFOLK SOUTHERN CORPORATION$10,0002Sep 28, 2021Jul 5, 2022
DELTA AIR LINES, INC.$10,0002Sep 26, 2022Sep 26, 2022
CSX CORPORATION$10,0002Oct 28, 2021Jul 20, 2022
BNSF RAILWAY COMPANY$10,0002Nov 1, 2021Jul 14, 2022
K&L GATES, LLP$7,0007Sep 20, 2022Sep 20, 2022
INTERNATIONAL FRANCHISE ASSOCIATION$7,0004Sep 20, 2021Sep 27, 2023
AT&T SERVICES, INC. AND ITS AFFILIATES$7,0003Dec 2, 2021Oct 6, 2022
SPECIALTY EQUIPMENT MARKET ASSOCIATION$6,0003Mar 31, 2021Jun 21, 2023
SLM CORPORATION$6,0002May 5, 2022May 19, 2023
MORTGAGE BANKERS ASSOCIATION$5,5003Aug 24, 2021Oct 19, 2024
HARBINGER STRATEGIES, LLC$5,5005Aug 4, 2021Mar 31, 2022
UPS (UNITED PARCEL SERVICE)$5,0001Aug 17, 2021Aug 17, 2021

How they've voted lately

Nothing on record.

What they sponsor bills about

118th Congress: 150 sponsored, 4 became law · 117th Congress: 108 sponsored, 3 became law

Health
40
Economics and Public Finance
36
Government Operations and Politics
23
Labor and Employment
20
Armed Forces and National Security
17
Sports and Recreation
15
Education
12
Congress
12
Their bills
BillLatest action
S. 2414Public Law 118-195 Working Dog Health and Welfare Act of 2023Dec 23, 2024 Became Public Law No: 118-195.
S. 894Public Law 117-67 Hire Veteran Health Heroes Act of 2021Nov 30, 2021 Became Public Law No: 117-67.
S. 5475 Meeting Demand for Organic Produce ActDec 11, 2024 Read twice and referred to the Committee on Agriculture, Nutrition, and Forestry.
S. 5263 Studying NEPA’s Impact on Projects ActSep 25, 2024 Read twice and referred to the Committee on Environment and Public Works.
S. 4528 Marshall Walter Major Taylor Congressional Gold Medal ActJun 12, 2024 Read twice and referred to the Committee on Banking, Housing, and Urban Affairs.
S.Res. 830 A resolution recognizing the 150th anniversary of Purdue University Engineering.Sep 19, 2024 Submitted in the Senate, considered, and agreed to without amendment and with a preamble by Unanimous Consent.
S. 3575 Dillon’s LawJan 10, 2024 Read twice and referred to the Committee on Health, Education, Labor, and Pensions.
S. 5007 Protecting American Agriculture from Foreign Adversaries Act of 2024Sep 10, 2024 Read twice and referred to the Committee on Banking, Housing, and Urban Affairs.
S. 4924 Renewing Investment in American Workers and Supply Chains ActAug 1, 2024 Read twice and referred to the Committee on Finance.
S. 4958 A bill to require the Secretary of Housing and Urban Development and the Secretary of Agriculture to withdraw a final deAug 1, 2024 Read twice and referred to the Committee on Banking, Housing, and Urban Affairs.
S.Res. 803 A resolution recognizing the importance of purple martins to United States ecosystems, tourism, and history by designatiSep 19, 2024 Resolution agreed to in Senate without amendment and with a preamble by Unanimous Consent. (text: 8/1/2024 CR
S.Res. 788 A resolution recognizing the 50th Anniversary of Carroll County Wabash & Erie Canal, Inc.Jul 31, 2024 Submitted in the Senate, considered, and agreed to without amendment and with a preamble by Unanimous Consent.
S.Res. 768 A resolution congratulating the Fighting Irish of the University of Notre Dame men's lacrosse team for winning the 2024 Jul 24, 2024 Submitted in the Senate, considered, and agreed to without amendment and with a preamble by Unanimous Consent.
S. 4659 Debt-to-GDP Transparency and Stabilization ActJul 10, 2024 Read twice and referred to the Committee on the Budget.
S. 4660 No Bias in the Baseline ActJul 10, 2024 Read twice and referred to the Committee on the Budget.
S. 4661 Improper Payments Transparency ActJul 10, 2024 Read twice and referred to the Committee on the Budget.
S. 4662 SAP Act of 2024Jul 10, 2024 Read twice and referred to the Committee on the Budget.
S. 4665 Fiscal State of the Nation ActJul 10, 2024 Read twice and referred to the Committee on Homeland Security and Governmental Affairs.
S.Res. 751 A resolution congratulating the Triune University Thunder women's softball team for winning the 2023 National CollegiateJul 8, 2024 Referred to the Committee on Commerce, Science, and Transportation. (text: CR S4247-4248)
S. 4574 Innovative Nutrition for Seniors ActJun 18, 2024 Read twice and referred to the Committee on Health, Education, Labor, and Pensions.
S. 4575 Evidence-Informed Health Promotion ActJun 18, 2024 Read twice and referred to the Committee on Health, Education, Labor, and Pensions.
S. 4577 Senior Resource Center Transparency ActJun 18, 2024 Read twice and referred to the Committee on Health, Education, Labor, and Pensions.
S. 4578 Long-Term Care Transparency ActJun 18, 2024 Read twice and referred to the Committee on Health, Education, Labor, and Pensions.
S.J.Res. 97 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule sJun 13, 2024 Read twice and referred to the Committee on Health, Education, Labor, and Pensions.
S.Res. 732 A resolution celebrating the 247th anniversary of the creation of the flag of the United States and expressing support fJun 13, 2024 Submitted in the Senate, considered, and agreed to without amendment and with a preamble by Unanimous Consent.
CongressSponsoredBecame lawCosponsored
118th1504702
117th1083569

6 former staff now lobbying

ALLISON FEIKES
ERVIN GRAVES STRATEGY GROUP, LLC
15 clients
ADAM MYERS
ERVIN GRAVES STRATEGY GROUP, LLC
9 clients
GARRISON GRIFFIN
FTI GOVERNMENT AFFAIRS
2 clients
REILY INMAN
LEAVITT PARTNERS, LLC
2 clients
ASHLEY DAVIS
THE SHERWIN-WILLIAMS COMPANY
1 client
MADDIE DAVIDSON
REGENERON PHARMACEUTICALS, INC
1 client
See the data
LobbyistFormer position, as they list itFirmsClientsYears
ALLISON FEIKESSen. Mike Braun, Senior Policy Advisor 2021, LA 2019-2021; Rep. Barbara Comstock, LA November 2017 - January 2019; Sen. Mitch McConnell -District and Community Outreach Intern, 2012.ERVIN GRAVES STRATEGY GROUP, LLC152021–2023
ADAM MYERSSenator Mike Braun (R-IN), Staff Assistant August 2020 - March 2021; Legislative Correspondent March 2021 - August 2021ERVIN GRAVES STRATEGY GROUP, LLC92025
GARRISON GRIFFINChief of Staff, Rep. Dale Strong; Dep. Leg. Dir., Sen. Mike Braun; Dep. Chief of Staff, USTR Robert Lighthizer; Staff Asst., Rep. Spencer Bachus; Legis. Correspondent, Sen. Jeff SessionsFTI GOVERNMENT AFFAIRS22025–2026
REILY INMANSenate Judiciary Committee Orrin Hatch - Intern; Office of Policy FDA - Law Clerk; Homeland Security and Government Affairs Committee - Law Clerk,Professional Staff Member; Sen. Mike Braun - Legislative AssistantLEAVITT PARTNERS, LLC22021
ASHLEY DAVISProfessional Staff Member, Senator Mike Braun; Regional Director, Senator Todd Young; Economic Assistant, U.S. Department of LaborTHE SHERWIN-WILLIAMS COMPANY12024
MADDIE DAVIDSONHealth Policy Director, Legislative Assistant, Sen. Mike Braun; Professional Staff Member, Staff Assistant, Senate Committee on FinanceREGENERON PHARMACEUTICALS, INC12022

Holdings and trades

$7.6M – $25.1Mnet worth, 2025 report
49trades on their reports
—trades reported after 45 days
—typical time to report a trade
0reports filed on paper
6filing 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$100M2018201920202021202220232025

Largest holdings, 2025 report

Ziegler Farm
Real Estate · Joint
$1.0M+
Rural Properties
Real Estate · Self
$1.0M+
Timber Ground (Jasper, IN)
Real Estate · Self
$1.0M+
GABC - German American Bancorp, Inc.
Corporate Securities · Spouse
$500K+
Maple Land, LLC
Real Estate · Self · in Maple Land, LLC (50% ownership)
$500K+
Maple Land, LLC
Real Estate · Self · in Maple Land, LLC (50% ownership)
$500K+
Springs Valley Bank & Trust
Corporate Securities · Joint
$500K+
B&R
Real Estate · Self
$250K+
Retail Store Land & Building - Finishing Touches
Real Estate · Joint
$250K+
Retail Inventory & Equipment (Finishing Touches)
Personal Property · Spouse
$250K+
German American Bank
Bank Deposit · Self
$100K+
German American Bank (Finishing Touches)
Bank Deposit · Spouse
$100K+
Their 25 largest holdings, as a table
AssetKindOwnerValueIncome
Ziegler FarmReal EstateJoint$1.0M – $5.0MRent/Royalties: $15K – $50K
Rural PropertiesReal EstateSelf$1.0M – $5.0MRent/Royalties: $15K – $50K
Timber Ground (Jasper, IN)Real EstateSelf$1.0M – $5.0MRent/Royalties: $15K – $50K
GABC - German American Bancorp, Inc.Corporate SecuritiesSpouse$500K – $1.0MDividends: $15K – $50K
Maple Land, LLC in Maple Land, LLC (50% ownership)Real EstateSelf$500K – $1.0MRent/Royalties: $15K – $50K
Maple Land, LLC in Maple Land, LLC (50% ownership)Real EstateSelf$500K – $1.0MRent/Royalties, Other (Ordinary business income from K-1): $5,001 – $15K
Springs Valley Bank & TrustCorporate SecuritiesJoint$500K – $1.0MDividends: $5,001 – $15K
B&RReal EstateSelf$250K – $500KRent/Royalties: $2,501 – $5,000
Retail Store Land & Building - Finishing TouchesReal EstateJoint$250K – $500KRent/Royalties: $0 – $200
Retail Inventory & Equipment (Finishing Touches)Personal PropertySpouse$250K – $500KNone: $0 – $200
German American BankBank DepositSelf$100K – $250KNone: $201 – $1,000
German American Bank (Finishing Touches)Bank DepositSpouse$100K – $250KNone: $0 – $200
ACGIX - Invesco Growth and Income A in Edward D JonesMutual FundsSpouse$100K – $250KNone: $0 – $200
AGTHX - American Funds Growth Fund of Amer A in Edward D JonesMutual FundsSelf$100K – $250KNone: $0 – $200
Investment Company of America Fd A in Edward D JonesMutual FundsSelf$100K – $250KNone: $0 – $200
VBIAX - Vanguard Balanced Index Fd Admiral Shs in Voya Financial (Meyer Distributing Inc. 401-k plan)Mutual FundsSelf$100K – $250KNone: $0 – $200
Zionsville IN Cmnty Schs Bldg Corp Ser Z G.O. bond in Edward D JonesGovernment SecuritiesJoint$100K – $250KInterest: $0 – $200
ACTHX - Invesco High Yield Municipal A in Edward D JonesMutual FundsJoint$100K – $250KInterest: $5,001 – $15K
Ziegler Farm HouseReal EstateJoint$100K – $250KRent/Royalties: $0 – $200
Maple Land, LLC in Maple Land, LLC (50% ownership)Real EstateSelf$100K – $250KRent/Royalties: $5,001 – $15K
Freedom Bank (Jasper Indiana)Corporate SecuritiesJoint$100K – $250KOther (S Corporation Distributions): $20K – $20K
CIBC Bank USABank DepositJoint$100K – $250KInterest: $2,501 – $5,000
ACSTX - Invesco Comstock A in Edward D JonesMutual FundsSpouse$50K – $100KNone: $0 – $200
CWGIX - American Funds Capital World Growth and Income Fun in Edward D JonesMutual FundsSelf$50K – $100KNone: $0 – $200
AEPGX - American Funds Europacific Growth A in Edward D JonesMutual FundsSelf$50K – $100KNone: $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
202120222023

What they trade most

Timber
2023–2023 · $31K – $115K
3 trades
Vanguard Balanced Index Fd Admiral Shs (VBIAX)
2021–2021 · $100K – $250K
1 trades
The Income Fund of America Class R-1 Shares (RIDAX)
2021–2021 · $100K – $250K
1 trades
Virtus Kar Mid-Cap Growth Fund C (PSKCX)
2021–2021 · $50K – $100K
1 trades
Federated Kaufmann Fund Classr (KAUFX)
2021–2021 · $50K – $100K
1 trades
Leander Texas Indpt Sch Dist Cap Apprec Rfdg Ser A GO
2022–2022 · $50K – $100K
1 trades
Edward Jones Money Market Fund - Retirement Shar (JRSMM)
2022–2022 · $50K – $100K
1 trades
BlackRock Mid-cap Indx
2021–2021 · $15K – $50K
1 trades
Franklin Small Cap Value Fund Class C (FRVFX)
2021–2021 · $15K – $50K
1 trades
Franklin Small Cap Value Fund - Class R (FVFRX)
2021–2021 · $15K – $50K
1 trades
All 49 trades
DateAssetTradeOwnerAmountDays to report
2023-06-30Timber Sale (Partial)Self$15K – $50Kannual
2023-06-30Timber Sale (Partial)Self$15K – $50Kannual
2023-06-29Timber Sale (Partial)Self$1,001 – $15Kannual
2022-08-16Edward Jones Money Market Fund - Retirement Shar PurchaseJoint$50K – $100Kannual
2022-08-15Leander Texas Indpt Sch Dist Cap Apprec Rfdg Ser A GO Sale (Full)Joint$50K – $100Kannual
2022-01-15Vanguard International Growth Fund PurchaseSelf$1,001 – $15Kannual
2021-03-01American Funds - Europacific Growth Fund Class R Sale (Full)Self$15K – $50Kannual
2021-03-01Federated Kaufmann Fund Classr Sale (Full)Self$50K – $100Kannual
2021-03-01Franklin Small Cap Value Fund - Class R Sale (Full)Self$15K – $50Kannual
2021-03-01The Income Fund of America Class R-1 Shares Sale (Full)Self$100K – $250Kannual
2021-03-01Virtus Kar Mid-Cap Growth Fund C PurchaseSelf$50K – $100Kannual
2021-03-01Franklin Small Cap Value Fund Class C PurchaseSelf$15K – $50Kannual
2021-03-01Vanguard Balanced Index Fd Admiral Shs PurchaseSelf$100K – $250Kannual
2021-01-04BlackRock Small Cap Value Indx PurchaseSelf$1,001 – $15Kannual
2021-01-04FIAM LLC PD International Large Cap Indx PurchaseSelf$1,001 – $15Kannual
2021-01-04MFS Small Cap Growth Fund Sale (Full)Self$1,001 – $15Kannual
2021-01-04MFS Growth Fund Class A Sale (Full)Self$1,001 – $15Kannual
2021-01-04American Century Value Investor Class Sale (Full)Self$1,001 – $15Kannual
2021-01-04JP Morgan Intermediate Term Bond Fund Sale (Full)Self$1,001 – $15Kannual
2021-01-04T Rowe Price Short Duration Bond Fund Sale (Full)Self$1,001 – $15Kannual
2021-01-04Principal Real Estate Income Fund Sale (Full)Self$1,001 – $15Kannual
2021-01-04Wellington International Value Fund Sale (Full)Self$1,001 – $15Kannual
2021-01-04State Street Global Advisors High Yld Bond PurchaseSelf$1,001 – $15Kannual
2021-01-04Invesco Oppenheimer Emerging Markets Innovators Sale (Full)Self$1,001 – $15Kannual
2021-01-04QS Investors International Small-Cap Fgn Small/Mid Blend Sale (Full)Self$1,001 – $15Kannual
2021-01-04MFS International Large-Cap Fgn Large Growth Sale (Full)Self$1,001 – $15Kannual
2021-01-04Franklin/BlackRock Small-Cap Equity Sale (Full)Self$1,001 – $15Kannual
2021-01-04Blackrock Small -Cap Index Fund Small Blend Sale (Full)Self$1,001 – $15Kannual
2021-01-04Ivy Mid Cap Growth Fund Class E Sale (Full)Self$1,001 – $15Kannual
2021-01-04Scout Investments Mid-Cap Equity Fund Sale (Full)Self$1,001 – $15Kannual
2021-01-04Boston Partners Mid- Cap Value Fund Sale (Full)Self$1,001 – $15Kannual
2021-01-04MFS Growth Allocation Fund - Class A Sale (Full)Self$1,001 – $15Kannual
2021-01-04T. Rowe Price Dividend Growth Fund Advisor Class Sale (Full)Self$1,001 – $15Kannual
2021-01-04Invesco Oppenheimer Main Street Core Sale (Full)Self$1,001 – $15Kannual
2021-01-04Jpmorgan Value Advantage Class L Sale (Full)Self$1,001 – $15Kannual
2021-01-04Clearbridge Large Cap Value Fund Class I Sale (Full)Self$1,001 – $15Kannual
2021-01-04Blackrock Equity Index Large Blend Sale (Full)Self$1,001 – $15Kannual
2021-01-04Ashmore Emerging Markets Corporate Income Fund Sale (Full)Self$1,001 – $15Kannual
2021-01-04Pacific Asset Management High Yield Bond Fund Sale (Full)Self$1,001 – $15Kannual
2021-01-04Pacific Funds Floating Rate Income - Advisor Cla Sale (Full)Self$1,001 – $15Kannual
2021-01-04Western Asset Diversified Income Fund Sale (Full)Self$1,001 – $15Kannual
2021-01-04Pimco Managed Core Bond Pool ETF Sale (Full)Self$1,001 – $15Kannual
2021-01-04Pacific Asset Management Core Income Sale (Full)Self$1,001 – $15Kannual
2021-01-04FIAM LLC PD Emerging Mkts Indx PurchaseSelf$1,001 – $15Kannual
2021-01-04BlackRock Small Cap Grwth Indx PurchaseSelf$1,001 – $15Kannual
2021-01-04BlackRock Mid-cap Indx PurchaseSelf$15K – $50Kannual
2021-01-04BlackRock Large Cap Value Indx PurchaseSelf$1,001 – $15Kannual
2021-01-04State Street Global Advisors Aggregate Bond Indx Fund PurchaseSelf$1,001 – $15Kannual
2021-01-04State Street Global Advisors Corp Bond Fund PurchaseSelf$1,001 – $15Kannual

Financial disclosures

18 reports

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

FiledReportEntries
Jan 22, 2025Termination Report for 01/03/202569
Nov 13, 2024Annual Report for Calendar 2022 (Amendment 1)3
Aug 13, 2024Annual Report for Calendar 20233
Apr 23, 2024Annual Report for 2023 Due Date Extension 10
Jul 13, 2023Annual Report for Calendar 20222
May 9, 2023Annual Report for 2022 Due Date Extension 10
Aug 31, 2022Annual Report for Calendar 2021 (Amendment 1)43
May 16, 2022Annual Report for Calendar 202170
Jul 15, 2021Annual Report for Calendar 202091
Apr 29, 2021Annual Report for 2020 Due Date Extension 10
Dec 28, 2020Annual Report for Calendar 2019 (Amendment 1)100
Aug 10, 2020Annual Report for Calendar 2019102
Apr 16, 2020Annual Report for 2019 Due Date Extension 10
Aug 13, 2019Annual Report for Calendar 2018103
Jun 11, 2019Annual Report for 2018 Due Date Extension 20
May 13, 2019Annual Report for 2018 Due Date Extension 10
Sep 20, 2018Candidate Report (Amendment 1)117
May 24, 2018Candidate Report116