Benjamin L. Cardin D

Democratic senator from Maryland (former), serving since Jan 4, 2007.

Among all 100 senators

Each dot is a senator; Cardin 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

Votes with their party

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

Missed votes

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

Lobbyists' giving

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

Money from out of state

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

Bills sponsored

In the 119th Congress (Congress.gov)

Voting record

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

Where their campaign money comes from

Individuals
PACs
Parties
Candidate's own money
Other

2025–26

$10K

2023–24

$31K

2021–22

$182K

See the data

Period	Raised	Individuals	PACs	Parties	Own money	Spent	Cash	Outside for	Outside against
2025–26	$10,473	$3,259	$0	$0	$0	$473,914	$0	$0	$0
2023–24	$30,982	$3,118	$18,500	$0	$0	$585,829	$463,442	$0	$0
2021–22	$182,295	$95,629	$84,900	$0	$0	$316,275	$1,018,289	$0	$0

FEC totals through Sep 30, 2026.

Who gives to them

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

From Maryland
From out of state

2023–24

$1,850

2021–22

$93K

Where it came from

Less
More
Their state

Their donors' employers

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

APOLLO GLOBAL MANAGEMENT

$22K

PAUL WEISS RIFKIND WHARTON & GARRISON

$6,000

STYDE RESEARCH

$5,800

CAPITAL FUNDING

$5,800

AXXESS TECHNOLOGY

$5,800

APOLLO MANAGEMENT

$4,400

FRANKLIN MORRIS & ASSOCIATES

$2,800

STESCO INVESTMENTS

$2,500

MATHY CONSTRUCTION

$2,500

MASS MUTUAL

$2,000

ASSOCIATION OF MARYLAND PILOTS

$2,000

FINANCIAL GROUP

$1,500

The largest donors, and the numbers

Period	Itemized	Contributions	From MD	Retired donors
2023–24	$1,850	33	84%	0%
2021–22	$92,560	252	19%	1%

Donor	Where	Employer, occupation	Total
DWYER, JOHN W.	MELBOURNE BEACH, FL	CAPITAL FUNDING, PRESIDENT	$5,800
DWYER, NANCY E	BALTIMORE, MD	N/A, HOMEMAKER	$5,800
OLAJIDE, ADENIRAN	DALLAS, TX	AXXESS TECHNOLOGY, CEO	$5,800
OLAJIDE, ADENIYI	DALLAS, TX	STYDE RESEARCH, CEO	$5,800
TURNER, GARETH	NEW YORK, NY	APOLLO GLOBAL MANAGEMENT, INVESTOR	$5,800
KLEINMAN, SCOTT	SCARSDALE, NY	APOLLO GLOBAL MANAGEMENT, INVESTOR	$5,000
ZELTER, JAMES	NEW YORK, NY	APOLLO GLOBAL MANAGEMENT, FINANCE	$5,000
ROWAN, MARC J	GREENWICH, CT	APOLLO MANAGEMENT, CEO	$4,400
MORRIS, DAVID M.	BALTIMORE, MD	FRANKLIN MORRIS & ASSOCIATES, INSURANCE BROKER	$2,800
MATHY, SCOTT	ONALASKA, WI	STESCO INVESTMENTS, PRESIDENT	$2,500
MATHY, STEVE	LA CROSSE, WI	MATHY CONSTRUCTION, VICE PRESIDENT	$2,500
RUDMAN, EPHRAIM	LAWRENCE, NY	APOLLO GLOBAL MANAGEMENT, INVESTOR	$2,500
WELSH, AARON	NEW YORK, NY	APOLLO GLOBAL MANAGEMENT, INVESTOR	$2,500
SCHWARTZSTEIN, JOSEPH	OWINGS MILLS, MD	ASSOCIATION OF MARYLAND PILOTS, MARYLAND PILOT	$2,000
FISHMAN, HARRIS	RYDAL, PA	FINANCIAL GROUP, PRINCIPAL	$1,500
LEE, ANDREW	CONCORD, MA	SELF-EMPLOYED, LIFE INSURANCE	$1,500
RHODES, ROBERT	HYATTSVILLE, MD	JOLAN RHODES MD PA, OFFICE MANAGER	$1,300
BROWN, JAMES A JR	FLORENCE, SC	SYNERGI PARTNERS, PRESIDENT/CEO	$1,000
CUTLER, KIM	CHEVY CHASE, MD	TRIBRIDGE PARTNER, LIFE INSURANCE	$1,000
DOLLARHIDE, JEFF	SCOTTSDALE, AZ	DFG ADVISORS, CEO	$1,000
EDWARDS, BRANDON	LOS ANGELES, CA	TCC, CEO	$1,000
GOODALL, CATHERINE	NEW YORK, NY	PAUL WEISS RIFKIND WHARTON & GARRISON, ATTORNEY	$1,000
HAAG, MELINDA	BERKELEY, CA	ORRICK HERRINGTON & SUTCLIFFE, ATTORNEY	$1,000
HERMAN, LAURENCE	OAK BROOK, IL	HERMAN AGENCY INC., INSURANCE EXECUTIVE	$1,000
HUGHES, MARK	PORTSMOUTH, NH	C3 METRICS, MANAGEMENT	$1,000

Their biggest PAC and party givers

TRANSAMERICA

$7,500

GRAIL, LLC PAC

$5,800

TRANSPORT WORKERS UNION OF AMERICA

$5,000

LEIDOS, INC.

$5,000

LABORERS' INTERNATIONAL UNION OF NORTH AMERICA

$5,000

IMPACT

$5,000

BBVA PAC OF THE PNC FINANCIAL SERVICES GROUP, INC.

$5,000

THE OPTIONS CLEARING CORPORATION

$3,000

NATIONAL ASSOCIATION OF REALTORS

$3,000

UNITEDHEALTH GROUP INCORPORATED

$2,500

All 25

Committee	Connected organization	Total	Gifts
TRANSAMERICA CORPORATION PAC	TRANSAMERICA	$7,500	2
GRAIL, LLC PAC		$5,800	2
TRANSPORT WORKERS UNION OF AMERICA POLITICAL CONTRIBUTIONS COMMITTEE	TRANSPORT WORKERS UNION OF AMERICA	$5,000	1
LEIDOS INC. POLITICAL ACTION COMMITTEE	LEIDOS, INC.	$5,000	5
LABORERS' INTERNATIONAL UNION OF NORTH AMERICA (LIUNA) PAC	LABORERS' INTERNATIONAL UNION OF NORTH AMERICA	$5,000	1
IMPACT		$5,000	3
BBVA PAC OF THE PNC FINANCIAL SERVICES GROUP, INC.		$5,000	1
THE OPTIONS CLEARING CORPORATION PAC	THE OPTIONS CLEARING CORPORATION	$3,000	2
NATIONAL ASSOCIATION OF REALTORS POLITICAL ACTION COMMITTEE	NATIONAL ASSOCIATION OF REALTORS	$3,000	1
UNITEDHEALTH GROUP INCORPORATED PAC (UNITEDHEALTH GROUP PAC)	UNITEDHEALTH GROUP INCORPORATED	$2,500	1
THE PROCTER & GAMBLE COMPANY GOOD GOVERNMENT FUND		$2,500	1
SOCIETY OF INTERVENTIONAL RADIOLOGY POLITICAL ACTION COMMITTEE	SOCIETY OF INTERVENTIONAL RADIOLOGY	$2,500	1
NATIONAL VENTURE CAPITAL ASSOCIATION VENTUREPAC	NATIONAL VENTURE CAPITAL ASSOCIATION	$2,500	1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY POLITICAL ACTION COMMITTEE	MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY	$2,500	1
LEHIGH HANSON, INC. POLITICAL ACTION COMMITTEE	LEHIGH HANSON, INC.	$2,500	1
HALL RENDER KILLIAN HEATH & LYMAN PC EMPLOYEE PAC AKA HALLWAY PAC FEDERAL		$2,500	1
FRESENIUS MEDICAL CARE HOLDINGS, INC. POLITICAL ACTION COMMITTEE	FRESENIUS MEDICAL CARE HOLDINGS, INC.	$2,500	1
AMERICAN SOCIETY OF ANESTHESIOLOGISTS POLITICAL ACTION COMMITTEE (ASA PAC)	AMERICAN SOCIETY OF ANESTHESIOLOGISTS	$2,500	1
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES P E O P L E	AMERICAN FEDERATION OF STATE, COUNTY AND MUNICIPAL EMPLOYEES, AFL-CIO	$2,500	1
SQUIRE PATTON BOGGS POLITICAL ACTION COMMITTEE (SQUIRE PATTON BOGGS PAC)	SQUIRE SANDERS (US) LLP POLITICAL ACTION COMMITTEE (SQUIRE SANDERS PAC)	$2,000	2
NEA FUND FOR CHILDREN AND PUBLIC EDUCATION	NATIONAL EDUCATION ASSOCIATION	$2,000	1
NATIONWIDE MUTUAL INSURANCE COMPANY FINANCIAL & INVESTMENTS POLITICAL ACTION COMMITTEE	NATIONWIDE MUTUAL INSURANCE COMPANY	$2,000	1
METLIFE INC. EMPLOYEES' POLITICAL PARTICIPATION FUND A - FEDERAL ONLY	METLIFE INC.	$2,000	1
GOOGLE LLC NETPAC	GOOGLE LLC	$2,000	1
EXELON CORPORATION POLITICAL ACTION COMMITTEE	EXELON CORPORATION	$2,000	1

Outside spending for and against them

No independent expenditures reported for or against them.

What lobbyists report giving them

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

LEIDOS, INC.

$20K

AMERICAN DENTAL ASSOCIATION

$20K

SMALL BUSINESS INVESTOR ALLIANCE

$15K

ARNOLD & PORTER KAYE SCHOLER LLP

$15K

LIBERTY PARTNERS GROUP, LLC

$14K

NORTHROP GRUMMAN CORPORATION

$13K

WINE AND SPIRITS WHOLESALERS OF AMERICA, INC

$10K

NATIONAL MULTIFAMILY HOUSING COUNCIL, INC.

$10K

ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG)

$10K

AMERICAN COUNCIL OF LIFE INSURERS

$10K

All 25

Registrant	Total	Items	First	Latest
LEIDOS, INC.	$20,000	6	Jun 6, 2022	Feb 16, 2023
AMERICAN DENTAL ASSOCIATION	$20,000	5	Dec 31, 2021	Dec 29, 2023
SMALL BUSINESS INVESTOR ALLIANCE	$15,000	4	Jun 22, 2021	Mar 21, 2023
ARNOLD & PORTER KAYE SCHOLER LLP	$15,000	1	Jan 17, 2024	Jan 17, 2024
LIBERTY PARTNERS GROUP, LLC	$13,500	5	Jun 30, 2021	Feb 16, 2022
NORTHROP GRUMMAN CORPORATION	$12,500	2	Jun 27, 2022	Jul 30, 2024
WINE AND SPIRITS WHOLESALERS OF AMERICA, INC	$10,000	3	Sep 23, 2021	Dec 20, 2022
NATIONAL MULTIFAMILY HOUSING COUNCIL, INC.	$10,000	2	Dec 9, 2021	May 25, 2022
ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG)	$10,000	2	Oct 19, 2021	Oct 19, 2021
AMERICAN COUNCIL OF LIFE INSURERS	$10,000	2	Dec 1, 2021	Oct 27, 2022
TRANSAMERICA COMPANIES	$7,500	3	Jun 24, 2022	Oct 13, 2022
THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY	$7,500	3	Jan 26, 2021	Mar 8, 2021
EXELON BUSINESS SERVICES, LLC	$7,000	2	Jun 23, 2021	Sep 19, 2022
PRIMERICA LIFE INSURANCE COMPANY	$6,000	3	Jun 21, 2022	Jun 21, 2022
GRAIL, INC.	$5,800	2	Jun 15, 2021	Jun 15, 2021
UNITED SERVICES AUTOMOBILE ASSOCIATION	$5,000	1	Sep 26, 2022	Sep 26, 2022
TRANSPORT WORKERS UNION OF AMERICA, AFL-CIO	$5,000	1	Sep 15, 2022	Sep 15, 2022
THE PROCTER AND GAMBLE COMPANY	$5,000	2	Jun 22, 2022	Jun 22, 2022
STANLEY BLACK & DECKER	$5,000	2	Sep 23, 2021	May 11, 2022
SIEMENS CORPORATION	$5,000	1	Jul 28, 2021	Jul 28, 2021
PRICEWATERHOUSECOOPERS	$5,000	1	Dec 8, 2022	Dec 8, 2022
NIKE, INC	$5,000	1	Nov 30, 2022	Nov 30, 2022
NATIONAL RESTAURANT ASSOCIATION	$5,000	1	Sep 23, 2022	Sep 23, 2022
NATIONAL CONFECTIONERS ASSOCIATION	$5,000	1	May 11, 2022	May 11, 2022
NATIONAL BEER WHOLESALERS ASSOCIATION	$5,000	2	Sep 16, 2021	Apr 26, 2022

How they've voted lately

Nothing on record.

What they sponsor bills about

118th Congress: 92 sponsored, 0 became law · 117th Congress: 87 sponsored, 2 became law

International Affairs

Commerce

Health

Taxation

Crime and Law Enforcement

Public Lands and Natural Resources

Transportation and Public Works

Government Operations and Politics

Their bills

Bill	Latest action
S. 4900Public Law 117-183 SBIR and STTR Extension Act of 2022	Sep 30, 2022 Became Public Law No: 117-183.
S. 5581 American FATE Act	Dec 18, 2024 Read twice and referred to the Committee on Foreign Relations. (Sponsor introductory remarks on measure: CR S7
S.Con.Res. 45 A concurrent resolution affirming the nature and importance of the support of the United States for Syria.	Dec 18, 2024 Referred to the Committee on Foreign Relations. (text: CR S7183-7184)
S. 5570 CREW Act	Dec 17, 2024 Read twice and referred to the Committee on Environment and Public Works.
S. 5574 PULSE Act	Dec 17, 2024 Read twice and referred to the Committee on Foreign Relations.
S. 5491 RESOLVE Act of 2024	Dec 11, 2024 Read twice and referred to the Committee on Foreign Relations.
S. 5454 Hong Kong Policy Act of 2024	Dec 9, 2024 Read twice and referred to the Committee on Foreign Relations.
S. 5416 1504 Modernization Act	Dec 3, 2024 Read twice and referred to the Committee on Banking, Housing, and Urban Affairs.
S. 5377 INFORM Act	Nov 21, 2024 Read twice and referred to the Committee on Foreign Relations.
S. 5381 Justice Thurgood Marshall National Historic Site Establishment Act of 2024	Nov 21, 2024 Read twice and referred to the Committee on Energy and Natural Resources. (Sponsor introductory remarks on mea
S.Res. 893 A resolution expressing the sense of the Senate regarding the Intergovernmental Negotiating Committee on Plastic Polluti	Nov 13, 2024 Referred to the Committee on Foreign Relations. (text: CR S6565-6566)
S. 5076 Iran Internet Freedom Act	Sep 17, 2024 Read twice and referred to the Committee on Foreign Relations.
S. 5195 Combatting Global Deforestation Act of 2024	Sep 25, 2024 Read twice and referred to the Committee on Foreign Relations.
S. 5116 BRIDGE Act	Sep 19, 2024 Read twice and referred to the Committee on Foreign Relations.
S. 5119 A bill to codify in statute certain sanctions with respect to the Russian Federation.	Sep 19, 2024 Read twice and referred to the Committee on Foreign Relations.
S.Res. 835 A resolution recognizing the importance of the Quadrilateral Security Dialogue (the "Quad") and welcoming the upcoming Q	Sep 19, 2024 Referred to the Committee on Foreign Relations. (text: CR S6226-6227)
S. 5095 Caesar Act 2.0	Sep 18, 2024 Read twice and referred to the Committee on Foreign Relations.
S.Res. 817 A resolution designating the week beginning September 8, 2024, as "National Direct Support Professionals Recognition Wee	Sep 16, 2024 Submitted in the Senate, considered, and agreed to without amendment and with a preamble by Unanimous Consent.
S. 5019 A bill to designate the facility of the United States Postal Service located at 340 South Loudon Avenue in Baltimore, Ma	Nov 20, 2024 Placed on Senate Legislative Calendar under General Orders. Calendar No. 567.
S. 4887 Continued Presence Improvement Act	Jul 31, 2024 Read twice and referred to the Committee on the Judiciary.
S.Res. 767 A resolution commemorating 175 years of diplomatic relations between the United States and the Republic of Guatemala.	Jul 11, 2024 Referred to the Committee on Foreign Relations. (text: CR S4565-4566)
S. 4647 ARMAS Act of 2024	Jul 9, 2024 Read twice and referred to the Committee on Foreign Relations.
S.Res. 743 A resolution reaffirming the importance of the United States promoting the safety, health, and well-being of refugees an	Jun 20, 2024 Referred to the Committee on Foreign Relations. (Sponsor introductory remarks on measure: CR S4183-4184; text:
S. 4469 Chronic Kidney Disease Improvement in Research and Treatment Act of 2024	Jun 5, 2024 Read twice and referred to the Committee on Finance.
S.Res. 715 A resolution remembering the victims of the 1989 Tiananmen Square Massacre, and condemning the widespread repression aga	Jun 3, 2024 Referred to the Committee on Foreign Relations. (text: CR S3932-3933)

Congress	Sponsored	Became law	Cosponsored
118th	92	0	376
117th	87	2	478

10 former staff now lobbying

KATHERINE MONGE

CAPITOL TAX PARTNERS, LLP

38 clients

JENNIFER KAUFMANN

ACTUM I, LLC

13 clients

SARAH STEVENS

BANNER PUBLIC AFFAIRS, LLC

12 clients

RACHEL JONES

DAVID TURCH & ASSOC.

12 clients

ANDREW PERLSTEIN

TAI GINSBERG & ASSOCIATES, LLC

8 clients

SARAH STEVENS

SIGNAL GROUP CONSULTING, LLC

8 clients

SARAH STEVENS

CURRENT STRATEGIES

6 clients

MARK CLACK

OXFAM AMERICA, INC.

1 client

LOUISE FOSTER

WEST HARLEM ENVIRONMENTAL ACTION, INC.

1 client

DANYELLE SOLOMON

MICROSOFT CORPORATION

1 client

See the data

Lobbyist	Former position, as they list it	Firms	Clients	Years
KATHERINE MONGE	Senior Counsel, Leader/Speaker Pelosi; Senior Policy Adviser, Leader Pelosi; Tax Counsel, Senator Cardin.	CAPITOL TAX PARTNERS, LLP	38	2023–2026
JENNIFER KAUFMANN	Counsel/Rules Associate for Hon. Alcee Hastings (D-FL); Legal Intern, House Judiciary Committee; Deputy Scheduler, Sen. Ben Cardin (D-MD).	ACTUM I, LLC	13	2022–2026
SARAH STEVENS	Policy Advisor, Senator Ben Cardin; Senior Legislative Assistant, Congressman Matt Cartwright; Legislative Assistant, Congressman Russ Carnahan	BANNER PUBLIC AFFAIRS, LLC	12	2022–2025
RACHEL JONES	Regional Liaison, Senator Benjamin Cardin	DAVID TURCH & ASSOC.	12	2021–2022
ANDREW PERLSTEIN	Senior Policy Advisor, Office of Sen. Ben Cardin; Legislative Assistant, Office of Rep. Mark DeSaulnier.	TAI GINSBERG & ASSOCIATES, LLC	8	2024
SARAH STEVENS	Policy Advisor, Senator Ben Cardin; Senior Legislative Assistant, Rep. Matt Cartwright; Legislative Assistant, Rep. Russ Carnahan.	SIGNAL GROUP CONSULTING, LLC	8	2021–2022
SARAH STEVENS	Policy Advisor, Sen. Ben Cardin; Senior Legislative Assistant, Rep. Matt Cartwright; Legislative Assistant, Rep. Russ Carnahan	CURRENT STRATEGIES	6	2025–2026
MARK CLACK	Senior Legislative Assistant, Sen. Ben Cardin (D-MD), 2007-2009	OXFAM AMERICA, INC.	1	2024–2026
LOUISE FOSTER	Various positions in Office of Sen. Ben Cardin: Snr Policy Advisor (2024-25) Leg Asst (2023-24) Leg Aide (2021) Snr Leg Correspondent (2020-21) Leg Correspondent (2019-20) Staff Asst (2018-19)	WEST HARLEM ENVIRONMENTAL ACTION, INC.	1	2026
DANYELLE SOLOMON	ONDCP - Executive Office of the President (White House) - December 2010-September 2013. US Senate - Senator Ben Cardin (Senate Judiciary Committee) - March 2007-December 2010.	MICROSOFT CORPORATION	1	2023

Holdings and trades

$1.7M – $4.6Mnet worth, 2025 report

762trades on their reports

2 of 2trades reported after 45 days

455 daystypical time to report a trade

0reports filed on paper

1filing 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.

Largest holdings, 2025 report

LBSAX-Columbia Dividend Income A (NASDAQ)

Mutual Funds · Self

$250K+

Venture BG, LLC

Business Entity · Spouse

$250K+

LBSAX-Columbia Dividend Income A (NASDAQ)

Mutual Funds · Joint

$100K+

First Trust Select DSIP 3rd Q 2024 Cash

Mutual Funds · Joint · in Meyer M. Cardin Trust

$100K+

AGG - iShares Core US Aggregate Bond

Mutual Funds · Self · in IRA - Wells Fargo Advisors

$100K+

IVV - iShares Core S&P 500 ETF

Mutual Funds · Self · in IRA - Wells Fargo Advisors

$100K+

ITOT - iShares Core S&P Total U.S. Stock Market ETF

Mutual Funds · Self · in IRA - Wells Fargo Advisors

$100K+

HCAIX-Harbor Capital Appreciation Inv (NASDAQ)

Mutual Funds · Joint

$50K+

Invesco Global 45 Dividend Fund 2024 - 2C

Mutual Funds · Joint · in Meyer M. Cardin Trust

$50K+

VEA-Vanguard FTSE Developed Markets ETF (NYSEArca)

Mutual Funds · Self · in IRA - Wells Fargo Advisors

$50K+

VO - Vanguard Mid-Cap Index Fund ETF Shares

Mutual Funds · Self · in IRA - Wells Fargo Advisors

$50K+

IUSB - iShares Core Total USD Bond Market ETF

Mutual Funds · Self · in IRA - Wells Fargo Advisors

$50K+

Their 25 largest holdings, as a table

Asset	Kind	Owner	Value	Income
LBSAX-Columbia Dividend Income A (NASDAQ)	Mutual Funds	Self	$250K – $500K	Excepted Investment Fund: $5,001 – $15K
Venture BG, LLC	Business Entity	Spouse	$250K – $500K	Rent/Royalties, Interest, Other (Distribution): $15K – $50K
LBSAX-Columbia Dividend Income A (NASDAQ)	Mutual Funds	Joint	$100K – $250K	Excepted Investment Fund: $5,001 – $15K
First Trust Select DSIP 3rd Q 2024 Cash in Meyer M. Cardin Trust	Mutual Funds	Joint	$100K – $250K	Excepted Investment Fund: $201 – $1,000
AGG - iShares Core US Aggregate Bond in IRA - Wells Fargo Advisors	Mutual Funds	Self	$100K – $250K	Excepted Investment Fund: $0 – $200
IVV - iShares Core S&P 500 ETF in IRA - Wells Fargo Advisors	Mutual Funds	Self	$100K – $250K	Excepted Investment Fund: $0 – $200
ITOT - iShares Core S&P Total U.S. Stock Market ETF in IRA - Wells Fargo Advisors	Mutual Funds	Self	$100K – $250K	Excepted Investment Fund: $0 – $200
HCAIX-Harbor Capital Appreciation Inv (NASDAQ)	Mutual Funds	Joint	$50K – $100K	Excepted Investment Fund: $0 – $200
Invesco Global 45 Dividend Fund 2024 - 2C in Meyer M. Cardin Trust	Mutual Funds	Joint	$50K – $100K	Excepted Investment Fund: $1,001 – $2,500
VEA-Vanguard FTSE Developed Markets ETF (NYSEArca) in IRA - Wells Fargo Advisors	Mutual Funds	Self	$50K – $100K	Excepted Investment Fund: $0 – $200
VO - Vanguard Mid-Cap Index Fund ETF Shares in IRA - Wells Fargo Advisors	Mutual Funds	Self	$50K – $100K	Excepted Investment Fund: $0 – $200
IUSB - iShares Core Total USD Bond Market ETF in IRA - Wells Fargo Advisors	Mutual Funds	Self	$50K – $100K	Excepted Investment Fund: $0 – $200
USHY - Broad USD High Yield Corp Bond Ishares ETF in IRA - Wells Fargo Advisors	Mutual Funds	Self	$50K – $100K	Excepted Investment Fund: $0 – $200
Lansdowne Station Self Storage, LLC	Business Entity	Spouse	$50K – $100K	Rent/Royalties, Interest, Other (Distribution): $5,001 – $15K
Wells Fargo Advisors	Bank Deposit	Joint	$15K – $50K	Interest: $0 – $200
AEGFX-American Funds EuroPacific Gr F1 (NASDAQ)	Mutual Funds	Self	$15K – $50K	Capital Gains, Excepted Investment Fund: $5,001 – $15K
AFIFX-American Funds Fundamental Invs F1 (NASDAQ)	Mutual Funds	Joint	$15K – $50K	Excepted Investment Fund: $2,501 – $5,000
GFAFX-American Funds Growth Fund of Amer F1 (NASDAQ)	Mutual Funds	Joint	$15K – $50K	Excepted Investment Fund: $2,501 – $5,000
US Treasury Notes due 1/15/25 CPN 1.25% in Meyer M. Cardin Trust	Government Securities	Joint	$15K – $50K	Interest: $201 – $1,000
US Treasury Notes due 2/15/25 CPN 1.5% in Meyer M. Cardin Trust	Government Securities	Joint	$15K – $50K	Interest: $201 – $1,000
Invesco Global 45 Dividend Fund 2023 4 C in Meyer M. Cardin Trust	Mutual Funds	Joint	$15K – $50K	Excepted Investment Fund: $201 – $1,000
Invesco Global 45 Dividend Fund 2024 - 4 Cash in Meyer M. Cardin Trust	Mutual Funds	Joint	$15K – $50K	Excepted Investment Fund: $0 – $200
Invesco Global 45 Dividend Fund 2024 - 3 Cash in Meyer M. Cardin Trust	Mutual Funds	Joint	$15K – $50K	Excepted Investment Fund: $0 – $200
SFT Delaware Ivy Growth Fund (AKA SFT Ivy Growth Fund) in Minnesota Life Variable Life Ins	Mutual Funds	Self	$15K – $50K	Excepted Investment Fund: $0 – $200
Portfolio For Education Today in Maryland College Investment Plan	Mutual Funds	Spouse	$15K – $50K	Excepted Investment Fund: $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

What they trade most

iShares Core U.S. Aggregate Bond ETF (AGG)

2016–2024 · $237K – $1.3M

54 trades

iShares Core S&P 500 ETF (IVV)

2017–2024 · $107K – $730K

37 trades

iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB)

2015–2024 · $27K – $405K

27 trades

iShares Russell 2000 ETF (IWM)

2017–2024 · $87K – $480K

24 trades

Maryland College Investment Plan - Portfolio for Education Today

2021–2024 · $106K – $540K

22 trades

iShares Core S&P Mid-Cap ETF (IJH)

2016–2023 · $64K – $435K

22 trades

Vanguard Mid-Cap ETF (VO)

2019–2024 · $126K – $540K

21 trades

Vanguard FTSE Emerging Markets ETF (VWO)

2015–2023 · $63K – $420K

21 trades

Vanguard FTSE Developed Markets ETF (VEA)

2015–2023 · $33K – $320K

19 trades

Columbia Dividend Income A (LBSAX)

2015–2024 · $18K – $270K

18 trades

Their latest 300 of 762 trades

Date	Asset	Trade	Owner	Amount	Days to report
2024-12-19	Fundamental Investors Class F-1 Shares	Purchase	Joint	$1,001 – $15K	annual
2024-12-19	The Growth Fund of America Class F-1 Shares	Purchase	Joint	$1,001 – $15K	annual
2024-12-18	Baron Growth Fund	Purchase	Joint	$1,001 – $15K	annual
2024-12-13	Columbia Fds Srs TR I Dividend Income Fund Clas	Purchase	Self	$1,001 – $15K	annual
2024-12-13	Columbia Fds Srs TR I Dividend Income Fund Clas	Purchase	Joint	$1,001 – $15K	annual
2024-12-11	American Funds Europacific Growth Cl F-1 Shs	Purchase	Self	$1,001 – $15K	annual
2024-12-05	iShares Core S&P 500 ETF	Sale (Partial)	Spouse	$1,001 – $15K	annual
2024-12-02	Meyer M. Cardin Trust - US Treasury Notes due 11/30/24 CPN 2.125%	Sale (Full)	Joint	$15K – $50K	annual
2024-10-16	Maryland College Investment Plan - Portfolio for Education Today	Purchase	Spouse	$1,001 – $15K	annual
2024-10-16	Maryland College Investment Plan - Portfolio for Education Today	Purchase	Self	$1,001 – $15K	annual
2024-10-09	Meyer M. Cardin Trust - Invesco Global 45 Dividend Fund 2024 - 4C	Purchase	Joint	$15K – $50K	annual
2024-10-08	Meyer M. Cardin Trust - Invesco Global 45 Dividend Fund 2023-3C	Sale (Full)	Joint	$15K – $50K	annual
2024-10-03	Enhanced Short-Maturity Strgy Pimco ETF	Sale (Full)	Spouse	$1,001 – $15K	annual
2024-10-03	Vanguard Long-Term Bond ETF	Sale (Full)	Spouse	$1,001 – $15K	annual
2024-10-03	SPDR Select Sector Fund - Health Care	Sale (Full)	Spouse	$1,001 – $15K	annual
2024-10-03	iShares Core Total USD Bond Market ETF	Purchase	Spouse	$1,001 – $15K	annual
2024-10-03	iShares Core S&P 500 ETF	Purchase	Spouse	$1,001 – $15K	annual
2024-10-03	iShares J.P. Morgan USD Emerging Markets Bond ETF	Sale (Partial)	Spouse	$1,001 – $15K	annual
2024-09-16	Meyer M, Cardin Trust First Trust DSIP 3rd Q 2024	Purchase	Joint	$100K – $250K	annual
2024-09-16	Meyer M. Cardin Trust - Invesco Global 45 Dividend Fund 2024 - 3 Cash	Purchase	Joint	$15K – $50K	annual
2024-07-25	American Funds Europacific Growth Cl F-1 Shs	Sale (Partial)	Self	$50K – $100K	annual
2024-07-22	iShares Core Total USD Bond Market ETF	Purchase	Self	$1,001 – $15K	annual
2024-07-22	iShares Core S&P Total U.S. Stock Market ETF	Purchase	Self	$15K – $50K	annual
2024-07-22	iShares Russell 2000 ETF	Sale (Partial)	Self	$15K – $50K	annual
2024-07-22	Meyer M. Cardin Trust - Invesco Global 45 Dividend Fund 2023-2C	Sale (Full)	Joint	$15K – $50K	annual
2024-07-19	Vanguard Mortgage-Backed Securities ETF	Purchase	Spouse	$1,001 – $15K	annual
2024-07-19	SPDR Select Sector Fund - Energy Select Sector	Purchase	Spouse	$1,001 – $15K	annual
2024-07-19	iShares Core U.S. Aggregate Bond ETF	Sale (Partial)	Spouse	$1,001 – $15K	annual
2024-07-19	Meyer M. Cardin Trust First Trust Select DSIP 2nd Q 2023	Sale (Full)	Joint	$100K – $250K	annual
2024-06-11	American Funds Europacific Growth Cl F-1 Shs	Purchase	Self	$1,001 – $15K	annual
2024-04-11	Meyer M. Cardin Trust - Invesco Global 45 Dividend Fund 2024-2C	Purchase	Joint	$50K – $100K	annual
2024-04-10	Meyer M. Cardin Trust - Invesco Global 45 Dividend Fund 2023-1C	Sale (Full)	Joint	$50K – $100K	annual
2024-04-08	Calamos Growth & Income Fund Class A	Sale (Full)	Self	$15K – $50K	annual
2024-04-04	Vanguard Mid-Cap ETF	Sale (Partial)	Spouse	$1,001 – $15K	annual
2024-04-04	Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF	Sale (Partial)	Spouse	$1,001 – $15K	annual
2024-04-04	iShares J.P. Morgan USD Emerging Markets Bond ETF	Purchase	Spouse	$1,001 – $15K	annual
2024-03-20	iShares Core S&P Total U.S. Stock Market ETF	Sale (Partial)	Self	$1,001 – $15K	annual
2024-03-20	iShares Core S&P 500 ETF	Sale (Partial)	Self	$1,001 – $15K	annual
2024-03-20	iShares Core U.S. Aggregate Bond ETF	Sale (Partial)	Self	$1,001 – $15K	annual
2024-03-07	iShares Core Total USD Bond Market ETF	Purchase	Self	$1,001 – $15K	annual
2024-03-07	iShares S&P 500 Value ETF	Sale (Partial)	Self	$1,001 – $15K	annual
2024-03-07	iShares S&P 500 Growth ETF	Sale (Partial)	Self	$1,001 – $15K	annual
2024-03-07	iShares J.P. Morgan USD Emerging Markets Bond ETF	Purchase	Self	$1,001 – $15K	annual
2024-03-05	Maryland College Investment Plan - Portfolio for Education Today	Sale (Full)	Spouse	$1,001 – $15K	annual
2024-03-05	Maryland College Investment Plan - Portfolio for Education Today	Sale (Full)	Self	$1,001 – $15K	annual
2023-12-18	Fundamental Investors Class F-1 Shares	Purchase	Joint	$1,001 – $15K	annual
2023-12-15	The Growth Fund of America Class F-1 Shares	Purchase	Joint	$1,001 – $15K	annual
2023-12-14	American Funds Europacific Growth Cl F-1 Shs	Purchase	Self	$1,001 – $15K	annual
2023-12-13	Columbia Fds Srs TR I Dividend Income Fund Clas	Purchase	Self	$1,001 – $15K	annual
2023-12-13	Columbia Fds Srs TR I Dividend Income Fund Clas	Purchase	Joint	$1,001 – $15K	annual
2023-12-06	Maryland College Investment Plan - Portfolio for Education Today	Sale (Partial)	Self	$15K – $50K	annual
2023-12-04	Maryland College Investment Plan - Portfolio for Education Today	Sale (Partial)	Spouse	$15K – $50K	annual
2023-11-09	Maryland College Investment Plan - Portfolio for Education Today	Purchase	Spouse	$1,001 – $15K	annual
2023-11-09	Maryland College Investment Plan - Portfolio for Education Today	Purchase	Self	$1,001 – $15K	annual
2023-11-08	FRGXX Fidelity Government Portfolio Fund	Sale (Full)	Spouse	$1,001 – $15K	annual
2023-10-10	Meyer M. Cardin Trust - Invesco Global 45 Dividend Fund 2023 4 C	Purchase	Joint	$15K – $50K	annual
2023-10-05	EAFE Ishares Core MSCI ETF	Purchase	Spouse	$1,001 – $15K	annual
2023-10-05	iShares Core MSCI Emerging Markets ETF	Sale (Partial)	Spouse	$1,001 – $15K	annual
2023-10-05	iShares Russell 2000 ETF	Sale (Partial)	Spouse	$1,001 – $15K	annual
2023-10-04	Meyer M. Cardin Trust - Invesco Global 45 Dividend Fund 2022 - 3C	Sale (Full)	Joint	$15K – $50K	annual
2023-09-01	FRGXX Fidelity Government Portfolio Fund	Purchase	Spouse	$1,001 – $15K	annual
2023-09-01	FRGXX Fidelity Government Portfolio Fund	Sale (Partial)	Joint	$1,001 – $15K	annual
2023-08-31	FRGXX Fidelity Government Portfolio Fund	Purchase	Joint	$1,001 – $15K	annual
2023-08-08	Maryland College Investment Plan - Portfolio for Education Today	Sale (Partial)	Spouse	$15K – $50K	annual
2023-08-07	iShares Core S&P 500 ETF	Sale (Partial)	Self	$1,001 – $15K	annual
2023-08-07	iShares Core U.S. Aggregate Bond ETF	Sale (Partial)	Self	$1,001 – $15K	annual
2023-08-07	Vanguard FTSE Emerging Markets ETF	Sale (Partial)	Self	$1,001 – $15K	annual
2023-07-25	iShares Core S&P 500 ETF	Sale (Partial)	Self	$1,001 – $15K	annual
2023-07-25	iShares Core U.S. Aggregate Bond ETF	Purchase	Self	$1,001 – $15K	annual
2023-07-24	Enhanced Short-Maturity Strgy Pimco ETF	Purchase	Spouse	$1,001 – $15K	annual
2023-07-24	iShares Core Total USD Bond Market ETF	Purchase	Spouse	$1,001 – $15K	annual
2023-07-24	Broad USD High Yield Corp Bond Ishares ETF	Sale (Partial)	Spouse	$1,001 – $15K	annual
2023-07-24	iShares Core MSCI Emerging Markets ETF	Sale (Partial)	Spouse	$1,001 – $15K	annual
2023-07-24	iShares Core S&P 500 ETF	Purchase	Spouse	$1,001 – $15K	annual
2023-07-24	iShares J.P. Morgan USD Emerging Markets Bond ETF	Sale (Partial)	Spouse	$1,001 – $15K	annual
2023-07-24	Maryland College Investment Plan - Portfolio for Education Today	Sale (Partial)	Spouse	$1,001 – $15K	annual
2023-07-17	Maryland College Investment Plan - Portfolio for Education Today	Sale (Partial)	Spouse	$15K – $50K	annual
2023-07-13	Meyer M. Cardin Trust - Invesco Global 45 Dividend Fund 2023 3 C	Purchase	Joint	$15K – $50K	annual
2023-07-12	Meyer M. Cardin Trust - Invesco Global 45 Dividend 2022 - 2 cash	Sale (Full)	Joint	$15K – $50K	annual
2023-06-07	Maryland College Investment Plan - Portfolio for Education Today	Sale (Partial)	Self	$1,001 – $15K	annual
2023-05-01	Calamos Growth & Income Fund Class C	Sale (Partial)	Self	$15K – $50K	annual
2023-04-28	First Trust Global Tactical Commodity Strategy Fun	Purchase	Self	$15K – $50K	annual
2023-04-28	iShares Core Total USD Bond Market ETF	Purchase	Self	$1,001 – $15K	annual
2023-04-28	Invesco Optimum Yield Diversified Commodity Strate	Sale (Partial)	Self	$1,001 – $15K	annual
2023-04-28	iShares Core S&P 500 ETF	Sale (Partial)	Self	$1,001 – $15K	annual
2023-04-28	Vanguard FTSE Developed Markets ETF	Sale (Partial)	Self	$1,001 – $15K	annual
2023-04-20	Meyer M. Cardin Trust - First Trust Select DSIP 2nd Q 2023	Purchase	Joint	$100K – $250K	annual
2023-04-19	Meyer M. Cardin Trust - First Trust Select DSIP 1st Q 2022	Sale (Full)	Joint	$100K – $250K	annual
2023-04-14	Broad USD High Yield Corp Bond Ishares ETF	Sale (Partial)	Self	$1,001 – $15K	annual
2023-04-14	iShares Core Total USD Bond Market ETF	Sale (Partial)	Self	$1,001 – $15K	annual
2023-04-14	iShares Core S&P Total U.S. Stock Market ETF	Sale (Partial)	Self	$1,001 – $15K	annual
2023-04-14	Invesco Optimum Yield Diversified Commodity Strate	Sale (Partial)	Self	$1,001 – $15K	annual
2023-04-14	Vanguard Mid-Cap ETF	Sale (Partial)	Self	$1,001 – $15K	annual
2023-04-14	iShares Core S&P 500 ETF	Sale (Partial)	Self	$1,001 – $15K	annual
2023-04-14	iShares Russell 2000 ETF	Sale (Partial)	Self	$1,001 – $15K	annual
2023-04-14	iShares Core U.S. Aggregate Bond ETF	Sale (Partial)	Self	$1,001 – $15K	annual
2023-04-14	Vanguard FTSE Developed Markets ETF	Sale (Partial)	Self	$1,001 – $15K	annual
2023-04-14	iShares J.P. Morgan USD Emerging Markets Bond ETF	Sale (Partial)	Self	$1,001 – $15K	annual
2023-04-13	Meyer M, Cardin Trust - Invesco Global 45 Dividend Fund 2023 2 C	Purchase	Joint	$15K – $50K	annual
2023-04-12	Meyer M. Cardin Trust - Invesco Global 45 Dividend Fund 2022 - 1C	Sale (Full)	Joint	$15K – $50K	annual
2023-04-06	EAFE Ishares Core MSCI ETF	Purchase	Spouse	$1,001 – $15K	annual
2023-04-06	SPDR Select Sector Fund - Health Care	Sale (Partial)	Spouse	$1,001 – $15K	annual
2023-04-06	Vanguard Mid-Cap ETF	Sale (Partial)	Spouse	$1,001 – $15K	annual
2023-04-06	iShares Core S&P Mid-Cap	Sale (Partial)	Spouse	$1,001 – $15K	annual
2023-01-12	Vanguard Long-Term Bond ETF	Purchase	Spouse	$1,001 – $15K	annual
2023-01-12	iShares Core S&P 500 ETF	Purchase	Spouse	$1,001 – $15K	annual
2023-01-12	iShares Core U.S. Aggregate Bond ETF	Sale (Partial)	Spouse	$1,001 – $15K	annual
2023-01-12	SPDR Select Sector Fund - Technology	Sale (Partial)	Spouse	$1,001 – $15K	annual
2023-01-12	iShares J.P. Morgan USD Emerging Markets Bond ETF	Purchase	Spouse	$1,001 – $15K	annual
2023-01-12	Meyer M. Cardin Trust - Invesco Global 45 Dividend Fund 2023 1 C	Purchase	Joint	$50K – $100K	annual
2023-01-11	Meyer M. Cardin Trust - Invesco Global 45 Dividend 2021 - 4cash	Sale (Full)	Joint	$50K – $100K	annual
2022-12-22	Calamos Growth & Income Fund Class C	Purchase	Self	$1,001 – $15K	annual
2022-12-16	American Funds Europacific Growth Cl F-1 Shs	Purchase	Self	$1,001 – $15K	annual
2022-12-14	Columbia Fds Srs TR I Dividend Income Fund Clas	Purchase	Joint	$1,001 – $15K	annual
2022-12-14	Columbia Fds Srs TR I Dividend Income Fund Clas	Purchase	Self	$1,001 – $15K	annual
2022-11-30	iShares Broad USD High Yield Corporate Bond ETF	Sale (Partial)	Self	$1,001 – $15K	annual
2022-11-30	iShares Core Total USD Bond Market ETF	Sale (Partial)	Self	$1,001 – $15K	annual
2022-11-30	iShares Core S&P 500 ETF	Sale (Partial)	Self	$1,001 – $15K	annual
2022-11-30	iShares Core U.S. Aggregate Bond ETF	Sale (Partial)	Self	$1,001 – $15K	annual
2022-11-30	Vanguard FTSE Emerging Markets ETF	Sale (Partial)	Self	$1,001 – $15K	annual
2022-11-30	Vanguard FTSE Developed Markets ETF	Sale (Partial)	Self	$1,001 – $15K	annual
2022-11-28	Maryland College Investment Plan - Portfolio for Education Today	Sale (Partial)	Spouse	$15K – $50K	annual
2022-11-15	Vanguard Mid-Cap ETF	Sale (Partial)	Spouse	$1,001 – $15K	annual
2022-11-04	Meyer M. Cardin Trust - US Treasury Notes due 11/30/24 2.125%	Purchase	Joint	$15K – $50K	annual
2022-11-04	Meyer M. Cardin Trust - US Treasury Notes due 1/15/25 1.125%	Purchase	Joint	$15K – $50K	annual
2022-11-04	Meyer M. Cardin Trust - US Treasury Notes due 2/15/25 1.5%	Purchase	Joint	$15K – $50K	annual
2022-11-01	Meyer M. Cardin Trust - Cecil Co., Md. Bond	Sale (Full)	Joint	$15K – $50K	annual
2022-10-07	Meyer M. Cardin Trust - Invesco Global 45 Dividend Fund - 2021 - 3C	Sale (Full)	Joint	$15K – $50K	annual
2022-10-06	iShares Broad USD High Yield Corporate Bond ETF	Purchase	Spouse	$1,001 – $15K	annual
2022-10-06	Vanguard Financials ETF	Sale (Full)	Spouse	$1,001 – $15K	annual
2022-10-06	SPDR Select Sector Fund - Technology	Sale (Partial)	Spouse	$1,001 – $15K	annual
2022-10-06	iShares J.P. Morgan USD Emerging Markets Bond ETF	Purchase	Spouse	$1,001 – $15K	annual
2022-09-21	iShares Core S&P Total U.S. Stock Market ETF	Sale (Partial)	Self	$1,001 – $15K	annual
2022-09-21	Vanguard Mid-Cap ETF	Sale (Partial)	Self	$1,001 – $15K	annual
2022-09-21	iShares Core S&P 500 ETF	Sale (Partial)	Self	$1,001 – $15K	annual
2022-09-21	iShares Russell 2000 ETF	Sale (Partial)	Self	$1,001 – $15K	annual
2022-09-21	iShares Core U.S. Aggregate Bond ETF	Purchase	Self	$1,001 – $15K	annual
2022-09-14	Maryland College Plan - Portfolio for Education Today	Purchase	Spouse	$1,001 – $15K	annual
2022-09-14	Maryland College Investment Plan - Portfolio for Education Today	Purchase	Self	$1,001 – $15K	annual
2022-08-22	Meyer M. Cardin Trust - Morgan Stanley Pvt Bank	Sale (Full)	Joint	$15K – $50K	annual
2022-08-03	iShares Broad USD High Yield Corporate Bond ETF	Sale (Full)	Joint	$1,001 – $15K	annual
2022-08-03	First Trust Global Tactical Commodity Strategy Fun	Sale (Full)	Joint	$1,001 – $15K	annual
2022-08-03	Vanguard FTSE Developed Markets ETF	Sale (Full)	Joint	$1,001 – $15K	annual
2022-08-03	Vanguard Mid-Cap ETF	Sale (Full)	Joint	$15K – $50K	annual
2022-08-03	Vanguard Financials ETF	Sale (Full)	Joint	$1,001 – $15K	annual
2022-08-03	SPDR Select Sector Fund - Health Care	Sale (Full)	Joint	$1,001 – $15K	annual
2022-08-03	SPDR Select Sector Fund - Technology	Sale (Full)	Joint	$1,001 – $15K	annual
2022-08-03	iShares Core U.S. Aggregate Bond ETF	Sale (Full)	Joint	$15K – $50K	annual
2022-08-03	iShares J.P. Morgan USD Emerging Markets Bond ETF	Sale (Full)	Joint	$1,001 – $15K	annual
2022-08-03	iShares Core Total USD Bond Market ETF	Sale (Full)	Joint	$1,001 – $15K	annual
2022-08-03	Invesco Optimum Yield Diversified Commodity Strate	Sale (Full)	Joint	$1,001 – $15K	annual
2022-08-03	iShares Russell 2000 ETF	Sale (Full)	Joint	$1,001 – $15K	annual
2022-08-03	iShares Core S&P 500 ETF	Sale (Full)	Joint	$15K – $50K	annual
2022-08-03	iShares Core S&P Mid-Cap ETF	Sale (Full)	Joint	$1,001 – $15K	annual
2022-08-03	iShares Core MSCI Emerging Markets ETF	Sale (Full)	Joint	$1,001 – $15K	annual
2022-08-03	Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF	Sale (Full)	Joint	$1,001 – $15K	annual
2022-07-25	iShares Broad USD High Yield Corporate Bond ETF	Purchase	Self	$50K – $100K	annual
2022-07-25	Invesco Optimum Yield Diversified Commodity Strate	Purchase	Self	$15K – $50K	annual
2022-07-25	iShares iBoxx $ High Yield Corporate Bond ETF	Sale (Full)	Self	$50K – $100K	annual
2022-07-25	iShares Core S&P 500 ETF	Purchase	Self	$1,001 – $15K	annual
2022-07-25	iShares Core U.S. Aggregate Bond ETF	Sale (Partial)	Self	$1,001 – $15K	annual
2022-07-25	Vanguard FTSE Emerging Markets ETF	Sale (Partial)	Self	$15K – $50K	annual
2022-07-22	iShares Broad USD High Yield Corporate Bond ETF	Purchase	Joint	$1,001 – $15K	annual
2022-07-22	First Trust Global Tactical Commodity Strategy Fun	Purchase	Joint	$1,001 – $15K	annual
2022-07-22	iShares Core U.S. Aggregate Bond ETF	Sale (Partial)	Joint	$1,001 – $15K	annual
2022-07-22	iShares J.P. Morgan USD Emerging Markets Bond ETF	Purchase	Joint	$1,001 – $15K	annual
2022-07-22	iShares Core Total USD Bond Market ETF	Sale (Partial)	Joint	$1,001 – $15K	annual
2022-07-22	Xtrackers USD High Yield Corporate Bond ETF	Sale (Full)	Joint	$1,001 – $15K	annual
2022-07-22	First Trust Global Tactical Commodity Strategy Fun	Purchase	Spouse	$1,001 – $15K	annual
2022-07-22	iShares Core Total USD Bond Market ETF	Sale (Partial)	Spouse	$1,001 – $15K	annual
2022-07-22	iShares Broad USD High Yield Corporate Bond ETF	Purchase	Spouse	$1,001 – $15K	annual
2022-07-22	Xtrackers USD High Yield Corporate Bond ETF	Sale (Full)	Spouse	$1,001 – $15K	annual
2022-07-22	iShares Core U.S. Aggregate Bond ETF	Sale (Partial)	Spouse	$1,001 – $15K	annual
2022-07-22	iShares J.P. Morgan USD Emerging Markets Bond ETF	Purchase	Spouse	$1,001 – $15K	annual
2022-07-21	Maryland College Investment Plan - Portfolio for Education Today	Sale (Partial)	Self	$15K – $50K	annual
2022-07-20	Vanguard Mid-Cap ETF	Purchase	Joint	$1,001 – $15K	annual
2022-07-20	SPDR Select Sector Fund - Health Care	Purchase	Joint	$1,001 – $15K	annual
2022-07-20	SPDR Select Sector Fund - Technology	Purchase	Joint	$1,001 – $15K	annual
2022-07-20	iShares Core U.S. Aggregate Bond ETF	Purchase	Joint	$1,001 – $15K	annual
2022-07-20	iShares J.P. Morgan USD Emerging Markets Bond ETF	Purchase	Joint	$1,001 – $15K	annual
2022-07-20	iShares Core Total USD Bond Market ETF	Purchase	Joint	$1,001 – $15K	annual
2022-07-20	Invesco Optimum Yield Diversified Commodity Strate	Purchase	Joint	$1,001 – $15K	annual
2022-07-20	iShares Russell 2000 ETF	Purchase	Joint	$1,001 – $15K	annual
2022-07-20	iShares Core S&P 500 ETF	Purchase	Joint	$1,001 – $15K	annual
2022-07-20	iShares Core S&P Mid-Cap ETF	Purchase	Joint	$1,001 – $15K	annual
2022-07-20	iShares Core MSCI Emerging Markets ETF	Purchase	Joint	$1,001 – $15K	annual
2022-07-20	Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF	Purchase	Joint	$1,001 – $15K	annual
2022-07-20	Xtrackers USD High Yield Corporate Bond ETF	Purchase	Joint	$1,001 – $15K	annual
2022-07-13	Meyer M. Cardin Trust - Invesco Global 45 Dividend Plan - 2022 3C	Purchase	Joint	$15K – $50K	annual
2022-07-08	Meyer M. Cardin Trust - Invesco Global 45 Dividend Fund - 2021 - 2C	Sale (Full)	Joint	$15K – $50K	annual
2022-06-21	Vanguard Mid-Cap ETF	Purchase	Joint	$1,001 – $15K	annual
2022-06-21	Vanguard Financials ETF	Purchase	Joint	$1,001 – $15K	annual
2022-06-21	SPDR Select Sector Fund - Technology	Purchase	Joint	$1,001 – $15K	annual
2022-06-21	iShares Core U.S. Aggregate Bond ETF	Purchase	Joint	$1,001 – $15K	annual
2022-06-21	iShares J.P. Morgan USD Emerging Markets Bond ETF	Purchase	Joint	$1,001 – $15K	annual
2022-06-21	iShares Core Total USD Bond Market ETF	Purchase	Joint	$1,001 – $15K	annual
2022-06-21	Invesco Optimum Yield Diversified Commodity Strate	Purchase	Joint	$1,001 – $15K	annual
2022-06-21	iShares Russell 2000 ETF	Purchase	Joint	$1,001 – $15K	annual
2022-06-21	iShares Core S&P 500 ETF	Purchase	Joint	$1,001 – $15K	annual
2022-06-21	iShares Core S&P Mid-Cap ETF	Purchase	Joint	$1,001 – $15K	annual
2022-06-21	iShares Core MSCI Emerging Markets ETF	Purchase	Joint	$1,001 – $15K	annual
2022-06-21	Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF	Purchase	Joint	$1,001 – $15K	annual
2022-06-21	Xtrackers USD High Yield Corporate Bond ETF	Purchase	Joint	$1,001 – $15K	annual
2022-05-19	Vanguard Mid-Cap ETF	Purchase	Joint	$1,001 – $15K	annual
2022-05-19	SPDR Select Sector Fund - Health Care	Purchase	Joint	$1,001 – $15K	annual
2022-05-19	SPDR Select Sector Fund - Technology	Purchase	Joint	$1,001 – $15K	annual
2022-05-19	iShares Core U.S. Aggregate Bond ETF	Purchase	Joint	$1,001 – $15K	annual
2022-05-19	iShares J.P. Morgan USD Emerging Markets Bond ETF	Purchase	Joint	$1,001 – $15K	annual
2022-05-19	iShares Core Total USD Bond Market ETF	Purchase	Joint	$1,001 – $15K	annual
2022-05-19	Invesco Optimum Yield Diversified Commodity Strate	Purchase	Joint	$1,001 – $15K	annual
2022-05-19	iShares Russell 2000 ETF	Purchase	Joint	$1,001 – $15K	annual
2022-05-19	iShares Core S&P 500 ETF	Purchase	Joint	$1,001 – $15K	annual
2022-05-19	iShares Core S&P Mid-Cap ETF	Purchase	Joint	$1,001 – $15K	annual
2022-05-19	iShares Core MSCI Emerging Markets ETF	Purchase	Joint	$1,001 – $15K	annual
2022-05-19	Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF	Purchase	Joint	$1,001 – $15K	annual
2022-05-19	Xtrackers USD High Yield Corporate Bond ETF	Purchase	Joint	$1,001 – $15K	annual
2022-05-05	Meyer M. Cardin Trust - Anne Arundel Co., Md, Bond	Sale (Full)	Joint	$15K – $50K	annual
2022-04-29	Vanguard Mid-Cap ETF	Purchase	Joint	$1,001 – $15K	annual
2022-04-29	Vanguard Financials ETF	Purchase	Joint	$1,001 – $15K	annual
2022-04-29	SPDR Select Sector Fund - Health Care	Purchase	Joint	$1,001 – $15K	annual
2022-04-29	SPDR Select Sector Fund - Technology	Purchase	Joint	$1,001 – $15K	annual
2022-04-29	iShares Core U.S. Aggregate Bond ETF	Purchase	Joint	$1,001 – $15K	annual
2022-04-29	iShares J.P. Morgan USD Emerging Markets Bond ETF	Purchase	Joint	$1,001 – $15K	annual
2022-04-29	iShares Core Total USD Bond Market ETF	Purchase	Joint	$1,001 – $15K	annual
2022-04-29	Invesco Optimum Yield Diversified Commodity Strate	Purchase	Joint	$1,001 – $15K	annual
2022-04-29	iShares Russell 2000 ETF	Purchase	Joint	$1,001 – $15K	annual
2022-04-29	iShares Core S&P 500 ETF	Purchase	Joint	$1,001 – $15K	annual
2022-04-29	iShares Core S&P Mid-Cap ETF	Purchase	Joint	$1,001 – $15K	annual
2022-04-29	iShares Core MSCI Emerging Markets ETF	Purchase	Joint	$1,001 – $15K	annual
2022-04-29	Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF	Purchase	Joint	$1,001 – $15K	annual
2022-04-29	Xtrackers USD High Yield Corporate Bond ETF	Purchase	Joint	$1,001 – $15K	annual
2022-04-19	iShares Core Total USD Bond Market ETF	Purchase	Self	$15K – $50K	annual
2022-04-19	Invesco Optimum Yield Diversified Commodity Strate	Purchase	Self	$1,001 – $15K	annual
2022-04-19	iShares Core S&P 500 ETF	Sale (Partial)	Self	$15K – $50K	annual
2022-04-19	iShares Core S&P Mid-Cap ETF	Sale (Partial)	Self	$1,001 – $15K	annual
2022-04-19	Vanguard FTSE Emerging Markets ETF	Purchase	Self	$1,001 – $15K	annual
2022-04-18	SPDR Select Sector Fund - Health Care	Purchase	Spouse	$1,001 – $15K	annual
2022-04-18	Vanguard Industrials ETF	Sale (Full)	Spouse	$1,001 – $15K	annual
2022-04-18	Vanguard Mid-Cap ETF	Purchase	Spouse	$1,001 – $15K	annual
2022-04-18	The Communication Services Select Sector SPDR Fund	Sale (Full)	Spouse	$1,001 – $15K	annual
2022-04-18	iShares Core S&P 500 ETF	Purchase	Spouse	$1,001 – $15K	annual
2022-04-18	Vanguard FTSE Developed Markets ETF	Sale (Partial)	Spouse	$1,001 – $15K	annual
2022-04-13	Meyer M. Cardin Trust - Invesco Global 45 Dividend Fund - 2022 - 2 cash	Purchase	Joint	$15K – $50K	annual
2022-04-08	Meyer M. Cardin Trust - Invesco Global 45 Dividend Fund 2021 - 1 cash	Sale (Full)	Joint	$15K – $50K	annual
2022-02-16	Meyer M. Cardin Trust - Invesco Global 45 Dividend Plan - 2022 - 1C	Purchase	Joint	$1,001 – $15K	annual
2022-02-01	Meyer M. Cardin Trust - Baltimore Co., Md. Bond	Sale (Full)	Joint	$1,001 – $15K	annual
2022-01-26	Meyer M. Cardin Trust - Invesco Global 45 Dividend Plan 2022 - 1C	Purchase	Joint	$1,001 – $15K	annual
2022-01-20	Meyer M. Cardin Trust - First Trust Select DSIP 1st Q - 2022	Purchase	Joint	$100K – $250K	annual
2022-01-14	Meyer M. Cardin Trust - First Trust Select DSIP 4th Q 2020 series	Sale (Full)	Joint	$100K – $250K	annual
2022-01-10	Meyer M. Cardin Trust - CitiBank	Sale (Full)	Joint	$1,001 – $15K	annual
2022-01-07	iShares Core Total USD Bond Market ETF	Purchase	Spouse	$1,001 – $15K	annual
2022-01-07	Invesco Optimum Yield Diversified Commodity Strate	Purchase	Spouse	$1,001 – $15K	annual
2022-01-07	Vanguard Mid-Cap ETF	Purchase	Spouse	$1,001 – $15K	annual
2022-01-07	Vanguard Health Care ETF	Sale (Full)	Spouse	$1,001 – $15K	annual
2022-01-07	iShares Core MSCI Emerging Markets ETF	Sale (Partial)	Spouse	$1,001 – $15K	annual
2022-01-07	iShares Core S&P 500 ETF	Purchase	Spouse	$1,001 – $15K	annual
2022-01-07	iShares Russell 2000 ETF	Sale (Partial)	Spouse	$1,001 – $15K	annual
2022-01-07	Vanguard Intermediate-Term Corporate Bond ETF	Sale (Full)	Spouse	$1,001 – $15K	annual
2022-01-05	Maryland College Investment Plan - Portfolio for Education Today	Sale (Partial)	Spouse	$1,001 – $15K	annual
2021-12-22	Meyer M. Cardin Trust - Invesco Global 45 Dividend Fund - 2021 4Cash	Purchase	Joint	$50K – $100K	annual
2021-12-21	Harbor Capital Appreciation Fund Investor Class	Purchase	Joint	$1,001 – $15K	annual
2021-12-21	Calamos Growth & Income Fund Class C	Purchase	Self	$1,001 – $15K	annual
2021-12-20	The Growth Fund of America Class F-1 Shares	Purchase	Joint	$1,001 – $15K	annual
2021-12-20	Fundamental Investors Class F01 Shares	Purchase	Joint	$1,001 – $15K	annual
2021-12-17	American Funds Europacific Growth Cl F-1 Shs	Purchase	Self	$1,001 – $15K	annual
2021-12-15	Columbia Fds Srs TR I Dividend Income Fund Clas	Purchase	Joint	$1,001 – $15K	annual
2021-12-15	Columbia Fds Srs TR I Dividend Income Fund Clas	Purchase	Self	$1,001 – $15K	annual
2021-12-01	Maryland College Investment Plan - Portfolio For Education Today	Sale (Partial)	Spouse	$1,001 – $15K	annual
2021-11-24	Baron Growth Fund	Purchase	Joint	$1,001 – $15K	annual
2021-11-22	Meyer M. Cardin Trust - Goldman Sachs	Sale (Full)	Joint	$50K – $100K	annual
2021-11-15	iShares Core U.S. Aggregate Bond ETF	Sale (Partial)	Spouse	$1,001 – $15K	annual
2021-11-08	Maryland College Investment plan - Portfolio For Education Today	Purchase	Spouse	$1,001 – $15K	annual
2021-11-08	Maryland College Investment Plan - Portfolio For Education Today	Purchase	Self	$1,001 – $15K	annual
2021-10-13	Meyer M. Cardin Trust - Invesco Global 45 Dividend Fund 2021 - 4Cash	Purchase	Joint	$1,001 – $15K	annual
2021-10-08	Meyer M. Cardin Trust - Invesco Global 45 Dividend Fund 2020 - 3C	Sale (Full)	Joint	$1,001 – $15K	annual
2021-09-03	Maryland College Investment Plan - Portfolio For Education Today	Sale (Partial)	Spouse	$1,001 – $15K	annual
2021-08-16	Meyer M. Cardin Trust - Invesco Global 45 Dividend Fund 2021 - 3C	Purchase	Joint	$50K – $100K	annual
2021-08-04	Maryland College Investment Plan - Portfolio For Education Today	Sale (Partial)	Spouse	$1,001 – $15K	annual
2021-08-02	Meyer M. Cardin Trust - Frederick Co., Md. Bond	Sale (Full)	Joint	$1,001 – $15K	annual
2021-07-26	iShares Core S&P Total U.S. Stock Market ETF	Purchase	Self	$50K – $100K	annual
2021-07-26	Vanguard FTSE Emerging Markets ETF	Sale (Partial)	Self	$1,001 – $15K	annual
2021-07-26	Vanguard FTSE Developed Markets ETF	Purchase	Self	$15K – $50K	annual
2021-07-26	iShares S&P 500 Value ETF	Sale (Partial)	Self	$15K – $50K	annual
2021-07-26	iShares S&P 500 Growth ETF	Sale (Partial)	Self	$15K – $50K	annual
2021-07-26	iShares iBoxx $ High Yield Corporate Bond ETF	Purchase	Self	$1,001 – $15K	annual
2021-07-26	iShares Core U.S. Aggregate Bond ETF	Sale (Partial)	Self	$15K – $50K	annual
2021-07-26	Invesco Optimum Yield Diversified Commodity Strate	Purchase	Self	$1,001 – $15K	annual
2021-07-23	Vanguard Industrials ETF	Purchase	Spouse	$1,001 – $15K	annual
2021-07-23	Invesco Optimum Yield Diversified Commodity Strate	Purchase	Spouse	$1,001 – $15K	annual
2021-07-23	Vanguard Mid-Cap ETF	Sale (Partial)	Spouse	$1,001 – $15K	annual
2021-07-23	Xtrackers USD High Yield Corporate Bond ETF	Sale (Partial)	Spouse	$1,001 – $15K	annual
2021-07-23	Vanguard FTSE Developed Markets ETF	Purchase	Spouse	$1,001 – $15K	annual
2021-07-23	SPDR Select Sector Fund - Consumer Discretionary	Sale (Full)	Spouse	$1,001 – $15K	annual
2021-07-23	iShares MBS ETF	Sale (Full)	Spouse	$1,001 – $15K	annual
2021-07-09	Meyer M. Cardin Trust - Invesco Global 45 Dividend Fund - 2020 - 2	Sale (Full)	Joint	$15K – $50K	annual
2021-07-01	Meyer M. Cardin Trust - Washington Co., Md. Bond	Sale (Full)	Joint	$1,001 – $15K	annual
2021-06-25	Vanguard Mid-Cap ETF	Sale (Partial)	Self	$1,001 – $15K	annual
2021-06-25	Vanguard FTSE Emerging Markets ETF	Sale (Partial)	Self	$1,001 – $15K	annual
2021-06-25	Vanguard FTSE Developed Markets ETF	Sale (Partial)	Self	$1,001 – $15K	annual
2021-06-25	iShares S&P 500 Growth ETF	Sale (Partial)	Self	$1,001 – $15K	annual

Financial disclosures

12 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.

Filed	Report	Entries
Jan 14, 2025	Termination Report for 01/03/2025	45
May 15, 2024	Annual Report for Calendar 2023	66
May 15, 2023	Annual Report for Calendar 2022	148
May 16, 2022	Annual Report for Calendar 2021	85
May 17, 2021	Annual Report for Calendar 2020	63
May 15, 2020	Annual Report for Calendar 2019	76
Apr 16, 2020	Annual Report for 2019 Due Date Extension 1	0
May 15, 2019	Annual Report for Calendar 2018	80
May 15, 2018	Annual Report for Calendar 2017	70
May 2, 2018	Periodic Transaction Report for 05/02/2018	2
May 15, 2017	Annual Report for Calendar 2016	77
May 16, 2016	Annual Report for Calendar 2015	50