Thomas R. Carper D
Democratic senator from Delaware (former), serving since Jan 3, 2001.
Among all 100 senators
Each dot is a senator; Carper 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
See the data
| Period | Raised | Individuals | PACs | Parties | Own money | Spent | Cash | Outside for | Outside against |
|---|---|---|---|---|---|---|---|---|---|
| 2025–26 | $0 | $0 | $0 | $0 | $0 | $55,790 | $0 | $0 | $0 |
| 2023–24 | $232,443 | $133,593 | $95,000 | $0 | $0 | $731,738 | $55,790 | $0 | $0 |
| 2021–22 | $883,553 | $330,435 | $552,690 | $0 | $0 | $632,816 | $555,085 | $0 | $0 |
FEC totals through Mar 31, 2025.
Who gives to them
Their itemized individual contributions (over $200 from a donor in an election cycle): from inside Delaware versus everywhere else, each period.
- From Delaware
- From out of state
Where it came from
- Less
- More
- Their state
Their donors' employers
Employers as donors wrote them, 2021 on (retired and not employed donors aside).
The largest donors, and the numbers
| Period | Itemized | Contributions | From DE | Retired donors |
|---|---|---|---|---|
| 2023–24 | $121,281 | 224 | 14% | 3% |
| 2021–22 | $302,479 | 972 | 17% | 2% |
| Donor | Where | Employer, occupation | Total |
|---|---|---|---|
| DOERR, ANN H. | SAN CARLOS, CA | NOT EMPLOYED, NOT EMPLOYED | $6,600 |
| ROWAN, CAROLYN | NEW YORK, NY | N/A, HOMEMAKER | $6,600 |
| ROWAN, MARC J. | NEW YORK, NY | APOLLO MANAGEMENT, INVESTMENTS | $6,600 |
| STOLTZ, JACK P. | MONTCHANIN, DE | NOT EMPLOYED, NOT EMPLOYED | $6,600 |
| FISHER, ROBERT J. | SAN FRANCISCO, CA | PISCES INC, INVESTOR | $5,800 |
| FISHER, WILLIAM S. | SAN FRANCISCO, CA | MANZANITA CAPITAL, INVESTOR | $5,800 |
| JONES, PAUL | STAMFORD, CT | TUDOR INVESTMENT GROUP, CHIEF INVESTMENT OFFICER | $5,800 |
| JONES, SONIA | STAMFORD, CT | SONIMA, CO-FOUNDER | $5,800 |
| KLEINMAN, SCOTT | SCARSDALE, NY | APOLLO GLOBAL MANAGEMENT, INVESTOR | $5,800 |
| LEWIS, JACQUELINE | WASHINGTON, DC | NOT EMPLOYED, NOT EMPLOYED | $5,800 |
| RAYMAN, MARCIA | BIG ROCK, IL | SELF, REAL ESTATE MANAGEMENT & INVESTMENT | $5,800 |
| RAYMAN, STEVEN | BIG ROCK, IL | EXECUTIVE AFFILIATES, INC., PRESIDENT | $5,800 |
| ZELTER, JAMES C | NEW YORK, NY | APOLLO GLOBAL MGMT INC, FINANCE | $5,800 |
| BUCCINI, CHRISTOPHER F. | WILMINGTON, DE | BPG, EXECUTIVE | $5,600 |
| JURVETSON, KARLA | LOS ALTOS, CA | SELF-EMPLOYED, PHYSICIAN | $5,600 |
| GRIFFIN, BRIAN J. | BETHESDA, MD | THE DUBERSTEIN GROUP, CONSULTANT | $5,000 |
| HAYWARD, KEVIN | HANOVER, PA | OX INDUSTRIES, RECYCLED PAPER MAKER | $5,000 |
| MARSH, ANDREW | SARATOGA SPRINGS, NY | PLUG, CEO | $5,000 |
| RICKS, DAVID A | INDIANAPOLIS, IN | ELI LILLY & CO., CHAIRMAN & CEO | $5,000 |
| DOERR, JOHN | SAN CARLOS, CA | NOT EMPLOYED, NOT EMPLOYED | $4,600 |
| MCPHEELY, BRIAN G | DULUTH, GA | PRATT INDUSTRIES, CEO | $4,300 |
| EMRICH, ROBERT E. | WILMINGTON, DE | NOT EMPLOYED, NOT EMPLOYED | $3,350 |
| GOLD, RICHARD M. | CHEVY CHASE, MD | HOLLAND & KNIGHT, LAWYER | $3,300 |
| BRITTON, JOSEPH | WASHINGTON, DC | PIONEER PUBLIC AFFAIRS, PRESIDENT | $3,000 |
| BANFIELD, WILLIAM D | ROCHESTER HILLS, MI | WILLIAM BANFIELD PROPERTIES, LLC, CEO/FOUNDER | $2,900 |
Their biggest PAC and party givers
All 25
| Committee | Connected organization | Total | Gifts |
|---|---|---|---|
| SANOFI US SERVICES INC. EMPLOYEES' POLITICAL ACTION COMMITTEE | $7,500 | 3 | |
| NOVARTIS CORPORATION POLITICAL ACTION COMMITTEE | NOVARTIS CORPORATION | $7,500 | 3 |
| BLOOM ENERGY CORPORATION PAC (BE PAC) | $7,500 | 3 | |
| THE CHEMOURS COMPANY POLITICAL ACTION COMMITTEE CHEMOURS PAC | THE CHEMOURS COMPANY | $6,000 | 4 |
| AECOM PAC | AECOM | $6,000 | 3 |
| ZENECA INC. POLITICAL ACTION COMMITTEE (AZPAC) | ALEXION PHARMACEUTICALS INC. PAC | $5,000 | 2 |
| VIATRIS INC. POLITICAL ACTION COMMITTEE (VIAPAC) | VIATRIS INC. | $5,000 | 1 |
| TRUCKING POLITICAL ACTION COMMITTEE OF THE AMERICAN TRUCKING ASSOCIATIONS INC. | AMERICAN TRUCKING ASSOCIATIONS INC. | $5,000 | 1 |
| THE GOLDMAN SACHS GROUP, INC. POLITICAL ACTION COMMITTEE | THE GOLDMAN SACHS GROUP INC | $5,000 | 4 |
| SMART SOLUTIONS PAC | $5,000 | 1 | |
| PHARMACEUTICAL RESEARCH & MANUFACTURERS OF AMERICA BETTER GOVERNMENT COMMITTEE | PHARMACEUTICAL RESEARCH & MANUFACTURERS OF AMERICA | $5,000 | 2 |
| PG&E CORPORATION EMPLOYEES ENERGYPAC | $5,000 | 2 | |
| PACIFIC LIFE INSURANCE COMPANY POLITICAL ACTION COMMITTEE | PACIFIC LIFE INSURANCE COMPANY | $5,000 | 1 |
| ORGANON & CO. EMPLOYEE POLITICAL ACTION COMMITTEE | $5,000 | 1 | |
| OFF THE SIDELINES PAC | GILLIBRAND | $5,000 | 3 |
| NUTMEG PAC | $5,000 | 1 | |
| NATSO INC. NATSO PAC | $5,000 | 1 | |
| NATIONAL STONE, SAND & GRAVEL ASSOCIATION ROCKPAC | NATIONAL STONE, SAND AND GRAVEL ASSOCIATION | $5,000 | 1 |
| MORTGAGE BANKERS ASSOCIATION POLITICAL ACTION COMMITTEE (MORPAC) | MORTGAGE BANKERS ASSOCIATION | $5,000 | 1 |
| MODERATE DEMOCRATS PAC | $5,000 | 1 | |
| MASTERCARD INTERNATIONAL INC. EMPLOYEES' PAC | MASTERCARD INTERNATIONAL INC. | $5,000 | 1 |
| LOBO PAC | $5,000 | 1 | |
| INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES POLITICAL ACTION TOGETHER POLITICAL COMMITTEE | INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES | $5,000 | 1 |
| IMPACT | $5,000 | 3 | |
| GLOBAL MEDICAL RESPONSE INC. POLITICAL ACTION COMMITTEE | GLOBAL MEDICAL RESPONSE INC. | $5,000 | 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).
All 25
| Registrant | Total | Items | First | Latest |
|---|---|---|---|---|
| HOLLAND & KNIGHT LLP | $46,000 | 17 | Feb 4, 2021 | Oct 18, 2022 |
| PHARMACEUTICAL RESEARCH AND MANUFACTURERS OF AMERICA | $40,000 | 3 | Mar 22, 2022 | Oct 26, 2023 |
| ELI LILLY AND COMPANY | $17,500 | 5 | Jun 1, 2021 | May 25, 2022 |
| AT&T SERVICES, INC. AND ITS AFFILIATES | $17,000 | 8 | Feb 15, 2021 | Dec 1, 2023 |
| BROWNSTEIN HYATT FARBER SCHRECK, LLP | $15,500 | 4 | Jan 13, 2023 | Dec 7, 2023 |
| NATIONAL ASSOCIATION OF HOME BUILDERS | $15,000 | 3 | Nov 30, 2021 | Mar 1, 2023 |
| COMMUNITY ONCOLOGY ALLIANCE | $15,000 | 5 | May 9, 2022 | May 9, 2022 |
| META PLATFORMS, INC. AND VARIOUS SUBSIDIARIES | $12,500 | 1 | Jan 11, 2024 | Jan 11, 2024 |
| AICPA ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS | $12,500 | 4 | Jun 17, 2021 | Sep 26, 2023 |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | $10,000 | 2 | Sep 24, 2021 | Oct 4, 2022 |
| NATIONAL MULTIFAMILY HOUSING COUNCIL, INC. | $10,000 | 3 | Mar 30, 2021 | May 25, 2022 |
| MERCK & CO, INC. | $10,000 | 3 | Sep 19, 2021 | Feb 22, 2022 |
| INT'L. ASSOCIATION OF BRIDGE, STRUCTURAL, ORNAMENTAL & REINFORCING IRON WORKERS | $10,000 | 2 | Sep 27, 2021 | Mar 29, 2022 |
| FOX CORPORATION | $10,000 | 2 | Dec 20, 2021 | Feb 1, 2023 |
| DUKE ENERGY CORPORATION | $10,000 | 4 | Dec 27, 2021 | Dec 27, 2021 |
| CITIGROUP WASHINGTON, INC. | $10,000 | 1 | Jul 31, 2023 | Jul 31, 2023 |
| CELANESE CORPORATION | $10,000 | 7 | Jan 25, 2021 | May 26, 2022 |
| BASF CORPORATION | $10,000 | 3 | Sep 22, 2021 | Sep 29, 2022 |
| AMERICAN HEALTH CARE ASSOCIATION | $10,000 | 2 | May 18, 2021 | Aug 25, 2022 |
| AMAZON.COM SERVICES LLC | $10,000 | 2 | Jun 21, 2021 | Sep 26, 2022 |
| TOYOTA MOTOR NORTH AMERICA, INC. (TMA) | $8,000 | 6 | Jun 28, 2021 | Mar 10, 2023 |
| UBS AMERICAS INC. | $7,500 | 4 | Dec 28, 2021 | Mar 29, 2023 |
| THE GOLDMAN SACHS GROUP, INC. | $7,500 | 3 | Nov 8, 2021 | Sep 28, 2022 |
| GENENTECH, INC | $7,500 | 7 | Jul 15, 2021 | May 6, 2022 |
| EXELON BUSINESS SERVICES, LLC | $7,500 | 2 | Aug 15, 2022 | Sep 19, 2022 |
How they've voted lately
Nothing on record.
What they sponsor bills about
118th Congress: 36 sponsored, 2 became law · 117th Congress: 31 sponsored, 0 became law
Their bills
| Bill | Latest action |
|---|---|
| S. 4367Public Law 118-272 Thomas R. Carper Water Resources Development Act of 2024 | Jan 4, 2025 Became Public Law No: 118-272. |
| S. 3791Public Law 118-198 America’s Conservation Enhancement Reauthorization Act of 2024 | Dec 23, 2024 Became Public Law No: 118-198. |
| S.Con.Res. 46 A concurrent resolution providing for corrections in the enrollment of S. 4367. | Dec 19, 2024 Motion to reconsider laid on the table Agreed to without objection. |
| S.Con.Res. 43 A concurrent resolution expressing support for the designation of September 29, 2024, as "Veterans of Foreign Wars of th | Dec 11, 2024 Held at the desk. |
| S.Res. 818 A resolution expressing support for and celebrating the 80th anniversary of the Servicemen's Readjustment Act of 1944. | Sep 16, 2024 Submitted in the Senate, considered, and agreed to without amendment and with a preamble by Unanimous Consent. |
| S.Res. 745 A resolution expressing support for and celebrating the 80th anniversary of the Servicemen's Readjustment Act of 1944, c | Jun 20, 2024 Referred to the Committee on Veterans' Affairs. (text: CR S4184-4185) |
| S.Res. 701 A resolution designating the week of May 19 through May 25, 2024, as "National Public Works Week". | May 22, 2024 Submitted in the Senate, considered, and agreed to without amendment and with a preamble by Unanimous Consent. |
| S. 4350 Hospital Inpatient Services Modernization Act | May 15, 2024 Read twice and referred to the Committee on Finance. |
| S. 3891 Economic Development Reauthorization Act of 2024 | Sep 25, 2024 By Senator Carper from Committee on Environment and Public Works filed written report. Report No. 118-233. |
| S. 3660 BARCODE Efficiency Act | Jan 25, 2024 Read twice and referred to the Committee on Finance. |
| S. 3633 Flood Prevention Act of 2024 | Jan 22, 2024 Read twice and referred to the Committee on Commerce, Science, and Transportation. |
| S. 3027 A bill to amend the Internal Revenue Code of 1986 to extend the energy credit for qualified fuel cell property. | Oct 4, 2023 Read twice and referred to the Committee on Finance. |
| S. 2958 Strengthening Coastal Communities Act of 2023 | Apr 20, 2024 Held at the desk. |
| S. 2959 Brownfields Reauthorization Act of 2023 | Sep 27, 2023 Placed on Senate Legislative Calendar under General Orders. Calendar No. 214. |
| S. 2924 STEP Act | Dec 12, 2024 Placed on Senate Legislative Calendar under General Orders. Calendar No. 694. |
| S.Res. 339 A resolution authorizing the Sergeant at Arms and Doorkeeper of the Senate to conduct a blood donation drive on Septembe | Sep 12, 2023 Submitted in the Senate, considered, and agreed to without amendment by Unanimous Consent. (consideration: CR |
| S. 2556 Improving CARE for Youth Act | Jul 27, 2023 Read twice and referred to the Committee on Finance. |
| S. 2564 CROP for Farming Act | Jul 27, 2023 Read twice and referred to the Committee on Agriculture, Nutrition, and Forestry. |
| S. 2665 Federal Firefighter Cancer Detection and Prevention Act of 2023 | Jul 27, 2023 Read twice and referred to the Committee on Armed Services. |
| S. 2459 Enabling More of the Physical and Occupational Workforce to Engage in Rehabilitation Act | Jul 25, 2023 Read twice and referred to the Committee on Finance. |
| S. 2406 PBM Oversight Act of 2023 | Jul 20, 2023 Read twice and referred to the Committee on Finance. |
| S. 2407 Treat and Reduce Obesity Act of 2023 | Jul 20, 2023 Read twice and referred to the Committee on Finance. |
| S. 2420 District of Columbia Courts Judicial Vacancy Reduction Act | Jul 20, 2023 Read twice and referred to the Committee on Homeland Security and Governmental Affairs. |
| S. 2395 WILD Act | Dec 11, 2023 By Senator Carper from Committee on Environment and Public Works filed written report. Report No. 118-128. |
| S. 2115 Medical Supply Chain Resiliency Act | Jun 22, 2023 Read twice and referred to the Committee on Finance. |
| Congress | Sponsored | Became law | Cosponsored |
|---|---|---|---|
| 118th | 36 | 2 | 199 |
| 117th | 31 | 0 | 257 |
7 former staff now lobbying
See the data
| Lobbyist | Former position, as they list it | Firms | Clients | Years |
|---|---|---|---|---|
| AMANDA SLATER | Senior Policy Advisor, Senator Carper; Deputy Legislative Director, Representative Perlmutter; Legislative Assistant, Representative Tauscher. | RICH FEUER ANDERSON | 18 | 2021–2022 |
| EVAN GIESEMANN | Acting leg. director, Sen. Thomas Carper, 2023; staff director, Senate Finance int'l Trade Subcomm., 2021-23; Carper tax policy advisor, 2021-23; Rep. Terri Sewell tax & econ. policy advisor, 2019-21; Rep. Mark Pocan, legislative ass't, 2013-19 | ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG) | 12 | 2023–2026 |
| BRIAN PAPP JR. jr | Staff Dir, Sen Fin Subcomm on Intl Trade,21,Sen Carper 21;Sr Pol Adv, Sen Carper 19-21;Leg Assist, Sen Carper 17-19;Prf Staff Mem, Comm on Hmlnd Sec & Gov Affairs 15-17;Leg Aide, Comm on Hmlnd Sec & Gov Affairs 14-15;Const Serv Rep, Sen Carper 11-14. | FTI GOVERNMENT AFFAIRS | 11 | 2021–2025 |
| JOE MARINELLI | Senior Legislative Aide, Legislative Aide, LC, Staff Assistant, Sen. Thomas Carper. | FTI GOVERNMENT AFFAIRS | 6 | 2022–2025 |
| JOE MARINELLI | Senior Legislative Aide, Legislative Aide, LC, Staff Assistant, Sen. Thomas Carper. | RIDGELINE ADVOCACY GROUP LLC | 5 | 2025–2026 |
| IAN WHITSON | Staff Dir, Sen Fin Subcomm on Intl Trade,21,Sen Carper 21;Sr Pol Adv,Sen Carper 19-21;Leg Assist, Sen Carper 17-19;Prf Staff Mem, Comm onHmlnd Sec & Gov Affairs 15-17;Leg Aide, Comm on Hmlnd Sec & GovAffairs 14-15;Const Serv Rep, Sen Carper 11-14. | FTI GOVERNMENT AFFAIRS | 1 | 2023 |
| AMANDA SLATER | Senior Policy Advisor, Senator Carper; Legislative Assistant, Deputy Legislative Director, Rep. Perlmutter; Legislative Assistant, Rep. Tauscher | MASTERCARD WORLDWIDE | 1 | 2022 |
Holdings and trades
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
Their 25 largest holdings, as a table
| Asset | Kind | Owner | Value | Income |
|---|---|---|---|---|
| Rental Property | Real Estate | Joint | $1.0M – $5.0M | Rent/Royalties: $50K – $100K |
| Rental Property | Real Estate | Joint | $500K – $1.0M | Rent/Royalties: $15K – $50K |
| Unimproved Land | Real Estate | Joint | $500K – $1.0M | None: $0 – $200 |
| AAPL-Apple Inc. (NASDAQ) in Spouse IRA 617 | Corporate Securities | Spouse | $500K – $1.0M | Dividends: $1,001 – $2,500 |
| Citizens Bank | Bank Deposit | Joint | $100K – $250K | Interest: $0 – $200 |
| GOOG - Alphabet Inc. in Spouse IRA 617 | Corporate Securities | Spouse | $100K – $250K | Dividends: $201 – $1,000 |
| Spy-Spdr S&P 500 ETF in Spouse IRA 618 | Mutual Funds | Spouse | $100K – $250K | Dividends: $1,001 – $2,500 |
| Morgan Stanley Private Bank NA in Spouse TR | Bank Deposit | Spouse | $100K – $250K | Dividends: $5,001 – $15K |
| VTINX - Vanguard Target Retirement Income Fund in Tiaa-Cref | Mutual Funds | Spouse | $100K – $250K | Dividends, Capital Gains: $1,001 – $2,500 |
| VTHRX - Vanguard Target Retirement 2030 Fund in Tiaa-Cref | Mutual Funds | Spouse | $100K – $250K | Dividends, Capital Gains: $2,501 – $5,000 |
| VTTSX - Vanguard Target Retirement 2060 Fund in Tiaa-Cref | Mutual Funds | Spouse | $100K – $250K | Dividends, Capital Gains: $0 – $200 |
| LNC - Lincoln National Corporation (NYSE) | Corporate Securities | Self | $50K – $100K | Dividends: $5,001 – $15K |
| SPDR S&P 500 ETF Trust | Mutual Funds | Self | $50K – $100K | Dividends: $1,001 – $2,500 |
| MDY-SPDR S&P MidCap 400 | Mutual Funds | Self | $50K – $100K | Dividends: $1,001 – $2,500 |
| XCAPX - ACAP Strategic Fund in Spouse IRA 617 | Mutual Funds | Spouse | $50K – $100K | Dividends, Interest, Capital Gains: $0 – $200 |
| Morgan Stanley Bank NA in Spouse IRA 618 | Bank Deposit | Spouse | $50K – $100K | Interest: $0 – $200 |
| Morgan Stanley Bank N.A. in Spouse IRA 643 | Bank Deposit | Spouse | $50K – $100K | Dividends: $0 – $200 |
| GBIL - Goldman Sachs Access Treasury 0-1 Year ETF in Spouse IRA 643 | Mutual Funds | Spouse | $50K – $100K | Dividends: $2,501 – $5,000 |
| DOW - Dow Inc. in Spouse TR | Corporate Securities | Spouse | $50K – $100K | Dividends: $2,501 – $5,000 |
| MET - MetLife, Inc. in Spouse TR | Corporate Securities | Spouse | $50K – $100K | Dividends: $1,001 – $2,500 |
| CTVA - Corteva, Inc. in Spouse TR | Corporate Securities | Spouse | $50K – $100K | Dividends: $1,001 – $2,500 |
| DD - DuPont de Nemours, Inc. in Spouse TR | Corporate Securities | Spouse | $50K – $100K | Dividends: $1,001 – $2,500 |
| ATOAX - Aberdeen Ultra Short Municipal Income Fund Class A in Spouse TR | Mutual Funds | Spouse | $50K – $100K | Interest: $1,001 – $2,500 |
| DUK - Duke Energy Corporation (NYSE) | Corporate Securities | Self | $15K – $50K | Dividends: $201 – $1,000 |
| ENB-Enbridge Inc. | Corporate Securities | Self | $15K – $50K | Dividends: $1,001 – $2,500 |
Trades, month by month
Every trade on their reports by the trade's date: purchases up, sales down. Hover a month for what was traded.
- Purchases
- Sales
What they trade most
Their latest 300 of 1,508 trades
| Date | Asset | Trade | Owner | Amount | Days to report |
|---|---|---|---|---|---|
| 2024-12-30 | Vanguard Target Retirement Income Fund | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-12-30 | Vanguard Target Retirement 2060 Fund | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-12-30 | Vanguard Target Retirement 2030 Fund | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-12-13 | Atlantica Yield Plc | Sale (Full) | Spouse | $1,001 – $15K | 20 |
| 2024-08-01 | US Treasury Bill | Sale (Full) | Spouse | $50K – $100K | 33 |
| 2024-08-01 | US Treasury Bill | Sale (Full) | Spouse | $15K – $50K | 33 |
| 2024-08-01 | US Treasury Bill | Sale (Full) | Spouse | $50K – $100K | 33 |
| 2024-08-01 | US Treasury Bill | Sale (Full) | Spouse | $50K – $100K | 33 |
| 2024-07-18 | UBS Contingent Autocall Met | Sale (Full) | Spouse | $15K – $50K | 15 |
| 2024-06-17 | US Treasury Bill | Purchase | Spouse | $50K – $100K | 14 |
| 2024-06-13 | US Treasury Bill | Sale (Full) | Spouse | $50K – $100K | 18 |
| 2024-06-13 | US Treasury Bill | Sale (Full) | Spouse | $15K – $50K | 18 |
| 2024-06-13 | US Treasury Bill | Sale (Full) | Spouse | $100K – $250K | 18 |
| 2024-06-13 | US Treasury Bill | Sale (Full) | Spouse | $50K – $100K | 18 |
| 2024-06-12 | US Treasury Bill | Purchase | Spouse | $50K – $100K | 19 |
| 2024-06-12 | US Treasury Bill | Purchase | Spouse | $15K – $50K | 19 |
| 2024-06-12 | US Treasury Bill | Purchase | Spouse | $50K – $100K | 19 |
| 2024-05-22 | Target Corp | Purchase | Spouse | $1,001 – $15K | 12 |
| 2024-05-16 | Proshares MSCI EAFE Dividend Growers ETF | Sale (Full) | Spouse | $1,001 – $15K | 18 |
| 2024-05-16 | Vanguard FTSE Developed Markets ETF | Purchase | Spouse | $1,001 – $15K | 18 |
| 2024-05-16 | Fidelity Dividend ETF For Rising Rates | Sale (Partial) | Spouse | $1,001 – $15K | 18 |
| 2024-05-16 | Proshares MSCI EAFE Dividend Growers ETF | Sale (Full) | Spouse | $1,001 – $15K | 18 |
| 2024-05-16 | Pacer Developed Markets International Cash | Purchase | Spouse | $1,001 – $15K | 18 |
| 2024-05-16 | Pacer US Cash Cows 100 Index | Purchase | Spouse | $1,001 – $15K | 18 |
| 2024-05-16 | Vanguard Div Appreciation ETF | Purchase | Spouse | $1,001 – $15K | 18 |
| 2024-05-16 | Invesco FTSE RAFI US 1000 ETF | Sale (Full) | Spouse | $1,001 – $15K | 18 |
| 2024-05-16 | Vanguard FTSE Developed Markets ETF | Purchase | Spouse | $1,001 – $15K | 18 |
| 2024-05-15 | Pacer US Small Cap Cash Cows 100 ETF | Purchase | Spouse | $1,001 – $15K | 19 |
| 2024-05-15 | ProShares Russell 2000 Dividend Growers ETF | Sale (Full) | Spouse | $1,001 – $15K | 19 |
| 2024-05-14 | VanEck Agribusiness ETF | Sale (Full) | Spouse | $1,001 – $15K | 20 |
| 2024-05-14 | Pacer Benchmark Data & Infrastructure Real Estate | Purchase | Spouse | $1,001 – $15K | 20 |
| 2024-05-09 | Occidental Petroleum Corp | Purchase | Spouse | $1,001 – $15K | 25 |
| 2024-05-09 | Emerson Electric Company | Purchase | Spouse | $1,001 – $15K | 25 |
| 2024-05-09 | Starbucks Corp | Sale (Full) | Spouse | $1,001 – $15K | 25 |
| 2024-05-09 | TotalEnergies SE | Sale (Full) | Spouse | $1,001 – $15K | 25 |
| 2024-05-09 | Atkore Inc | Sale (Full) | Spouse | $1,001 – $15K | 25 |
| 2024-05-06 | First Trust Energy Infrastructure Fund Common Shar (Exchanged) FT Energy Income Partners E | Exchange | Spouse | $1,001 – $15K | annual |
| 2024-05-02 | US Treasury Bill | Sale (Full) | Spouse | $50K – $100K | 32 |
| 2024-05-02 | US Treasury Bill | Purchase | Spouse | $100K – $250K | 32 |
| 2024-05-02 | US Treasury Bill | Sale (Full) | Spouse | $100K – $250K | 32 |
| 2024-05-02 | US Treasury Bill | Sale (Full) | Spouse | $15K – $50K | 32 |
| 2024-05-02 | US Treasury Bill | Sale (Full) | Spouse | $50K – $100K | 32 |
| 2024-05-01 | US Treasury Bill | Purchase | Spouse | $50K – $100K | 33 |
| 2024-05-01 | US Treasury Bill | Purchase | Spouse | $15K – $50K | 33 |
| 2024-05-01 | US Treasury Bill | Purchase | Spouse | $50K – $100K | 33 |
| 2024-04-11 | Enbridge Inc | Purchase | Spouse | $1,001 – $15K | 19 |
| 2024-04-11 | Valero Energy Corp | Sale (Partial) | Spouse | $1,001 – $15K | 19 |
| 2024-04-01 | JPM Contingent Autocall C | Sale (Full) | Spouse | $15K – $50K | 29 |
| 2024-03-28 | Nutrien Ltd | Purchase | Spouse | $1,001 – $15K | 1 |
| 2024-03-28 | Mosaic Company | Sale (Full) | Spouse | $1,001 – $15K | 1 |
| 2024-03-28 | Dominion Energy Inc | Purchase | Spouse | $1,001 – $15K | 1 |
| 2024-03-28 | US Treasury Bill | Purchase | Spouse | $15K – $50K | 1 |
| 2024-03-28 | US Treasury Bill | Purchase | Spouse | $1,001 – $15K | 1 |
| 2024-03-28 | US Treasury Bill | Purchase | Spouse | $1,001 – $15K | 1 |
| 2024-03-26 | US Treasury Bill | Purchase | Spouse | $50K – $100K | 3 |
| 2024-03-26 | US Treasury Bill | Sale (Full) | Spouse | $50K – $100K | 3 |
| 2024-03-26 | US Treasury Bill | Sale (Full) | Spouse | $15K – $50K | 3 |
| 2024-03-26 | US Treasury Bill | Sale (Full) | Spouse | $15K – $50K | 3 |
| 2024-03-25 | US Treasury Bill | Purchase | Spouse | $15K – $50K | 4 |
| 2024-03-25 | US Treasury Bill | Purchase | Spouse | $15K – $50K | 4 |
| 2024-03-21 | Arcadium Lithium Plc | Purchase | Spouse | $1,001 – $15K | 8 |
| 2024-03-21 | Sofi Technologies Inc | Sale (Full) | Spouse | $1,001 – $15K | 8 |
| 2024-03-21 | Innodata Inc | Sale (Full) | Spouse | $1,001 – $15K | 8 |
| 2024-03-19 | US Treasury Bill | Sale (Full) | Spouse | $50K – $100K | 10 |
| 2024-03-19 | US Treasury Bill | Purchase | Spouse | $50K – $100K | 10 |
| 2024-03-19 | US Treasury Bill | Sale (Full) | Spouse | $50K – $100K | 10 |
| 2024-03-18 | US Treasury Bill | Purchase | Spouse | $15K – $50K | 11 |
| 2024-03-18 | Ryder System Inc | Sale (Full) | Spouse | $1,001 – $15K | 11 |
| 2024-03-15 | Tampa Electric Co | Purchase | Spouse | $1,001 – $15K | 14 |
| 2024-03-13 | SPDR Gold Trust | Sale (Partial) | Spouse | $1,001 – $15K | 16 |
| 2024-03-13 | Sprott Physical Gold & Silver Trust | Sale (Partial) | Spouse | $1,001 – $15K | 16 |
| 2024-03-13 | Sociedad Quimica Y Minera S.A. ADR | Purchase | Spouse | $1,001 – $15K | 16 |
| 2024-03-13 | Sprott Physical Gold & Silver Trust | Sale (Partial) | Spouse | $1,001 – $15K | 16 |
| 2024-03-13 | Sprott Physical Gold & Silver Trust | Sale (Partial) | Spouse | $1,001 – $15K | 16 |
| 2024-03-11 | Equitrans Midstream Corp | Sale (Full) | Spouse | $1,001 – $15K | 18 |
| 2024-03-07 | Apple Inc | Sale (Partial) | Spouse | $1,001 – $15K | 22 |
| 2024-03-07 | Nvidia Corp | Purchase | Spouse | $1,001 – $15K | 22 |
| 2024-03-05 | Global Clean Energy Ishares ETF | Purchase | Self | $50K – $100K | 24 |
| 2024-02-22 | US Treasury Bill | Purchase | Spouse | $15K – $50K | 11 |
| 2024-02-16 | Equinor ASA | Sale (Full) | Spouse | $1,001 – $15K | 17 |
| 2024-02-16 | Target Corp | Purchase | Spouse | $1,001 – $15K | 17 |
| 2024-02-08 | US Treasury Bill | Purchase | Spouse | $50K – $100K | 25 |
| 2024-02-08 | US Treasury Bill | Purchase | Spouse | $50K – $100K | 25 |
| 2024-02-08 | US Treasury Bill | Sale (Full) | Spouse | $100K – $250K | 25 |
| 2024-02-08 | US Treasury Bill | Sale (Full) | Spouse | $15K – $50K | 25 |
| 2024-02-07 | US Treasury Bill | Purchase | Spouse | $15K – $50K | 26 |
| 2024-01-18 | US Treasury Bill | Sale (Full) | Spouse | $15K – $50K | 15 |
| 2024-01-18 | US Treasury Bill | Sale (Full) | Spouse | $15K – $50K | 15 |
| 2024-01-18 | US Treasury Bill | Sale (Full) | Spouse | $15K – $50K | 15 |
| 2024-01-17 | Abbott Laboratories | Sale (Partial) | Spouse | $1,001 – $15K | 16 |
| 2024-01-17 | Goldman Sachs Access Treasury 0-1 Year ETF | Purchase | Spouse | $1,001 – $15K | 16 |
| 2024-01-17 | Equitrans Midstream Corp | Purchase | Spouse | $1,001 – $15K | 16 |
| 2024-01-17 | CME Group Inc | Purchase | Spouse | $1,001 – $15K | 16 |
| 2024-01-17 | Metlife Inc | Sale (Partial) | Spouse | $1,001 – $15K | 16 |
| 2024-01-17 | Valero Energy Corp | Purchase | Spouse | $1,001 – $15K | 16 |
| 2024-01-17 | Starbucks Corp | Purchase | Spouse | $1,001 – $15K | 16 |
| 2024-01-17 | TotalEnergies SE | Sale (Partial) | Spouse | $1,001 – $15K | 16 |
| 2024-01-17 | The Aes Corp | Purchase | Spouse | $1,001 – $15K | 16 |
| 2024-01-17 | Goldman Sachs Access Treasury 0-1 Year ETF | Purchase | Spouse | $1,001 – $15K | 16 |
| 2024-01-17 | US Treasury Bill | Purchase | Spouse | $15K – $50K | 16 |
| 2024-01-17 | US Treasury Bill | Purchase | Spouse | $15K – $50K | 16 |
| 2024-01-16 | Broadcomcorp | Sale (Full) | Spouse | $1,001 – $15K | 17 |
| 2024-01-02 | Dell Technologies Inc | Purchase | Spouse | $1,001 – $15K | 31 |
| 2024-01-02 | Sentinelone Inc Cl A | Sale (Full) | Spouse | $1,001 – $15K | 31 |
| 2023-12-27 | Vanguard Target Retirement Income Fund | Purchase | Spouse | $1,001 – $15K | annual |
| 2023-12-27 | Vanguard Target Retirement 2060 Fund | Purchase | Spouse | $1,001 – $15K | annual |
| 2023-12-27 | Vanguard Target Retirement 2030 Fund | Purchase | Spouse | $1,001 – $15K | annual |
| 2023-12-26 | US Treasury Bill | Purchase | Spouse | $15K – $50K | 8 |
| 2023-12-26 | US Treasury Bill | Purchase | Spouse | $15K – $50K | 8 |
| 2023-12-21 | TRSWF - TransAlta Renewables Inc (Exchanged) Transalta Corp (Received) | Exchange | Spouse | $1,001 – $15K | 13 |
| 2023-12-19 | US Treasury Bill | Sale (Full) | Spouse | $50K – $100K | 15 |
| 2023-12-19 | US Treasury Bill | Purchase | Spouse | $100K – $250K | 15 |
| 2023-12-19 | US Treasury Bill | Sale (Full) | Spouse | $50K – $100K | 15 |
| 2023-12-19 | US Treasury Bill | Sale (Full) | Spouse | $15K – $50K | 15 |
| 2023-12-19 | US Treasury Bill | Sale (Full) | Spouse | $15K – $50K | 15 |
| 2023-12-18 | Columbia EM Core Ex-China ETF | Purchase | Spouse | $15K – $50K | 16 |
| 2023-12-18 | Clearbridge Small Cap Growth Fd Cl I | Purchase | Spouse | $15K – $50K | 16 |
| 2023-12-18 | US Treasury Bill | Purchase | Spouse | $15K – $50K | 16 |
| 2023-12-18 | Fidelity Dividend ETF For Rising Rates | Purchase | Spouse | $1,001 – $15K | 16 |
| 2023-12-18 | ProShares Russell 2000 Dividend Growers ETF | Purchase | Spouse | $1,001 – $15K | 16 |
| 2023-12-18 | Columbia EM Core Ex-China ETF | Purchase | Spouse | $1,001 – $15K | 16 |
| 2023-12-14 | Ranger Equity Bear Bear ETF | Sale (Full) | Spouse | $1,001 – $15K | 20 |
| 2023-12-14 | Ranger Equity Bear Bear ETF | Sale (Full) | Spouse | $1,001 – $15K | 20 |
| 2023-12-14 | Ranger Equity Bear Bear ETF | Sale (Full) | Spouse | $15K – $50K | 20 |
| 2023-12-11 | Kimberly-Clark Corp | Purchase | Spouse | $1,001 – $15K | 23 |
| 2023-12-11 | FMC Corp | Purchase | Spouse | $1,001 – $15K | 23 |
| 2023-12-11 | Iron Mountain Inc | Sale (Partial) | Spouse | $1,001 – $15K | 23 |
| 2023-12-11 | Flex Lng Ltd | Purchase | Spouse | $1,001 – $15K | 23 |
| 2023-12-11 | Fidelity National Financial | Sale (Full) | Spouse | $1,001 – $15K | 23 |
| 2023-12-11 | Global X Uranium ETF | Sale (Partial) | Spouse | $1,001 – $15K | 23 |
| 2023-12-11 | Gaming and Leisure Properties, Inc. - Common Stock | Purchase | Spouse | $1,001 – $15K | 23 |
| 2023-12-11 | Mosaic Company | Sale (Partial) | Spouse | $1,001 – $15K | 23 |
| 2023-12-11 | Argan Inc | Sale (Full) | Spouse | $1,001 – $15K | 23 |
| 2023-12-11 | Taiwan Semiconductor Manufacturing Company Ltd. | Sale (Partial) | Spouse | $1,001 – $15K | 23 |
| 2023-12-11 | Quest Diagnostics Inc | Sale (Partial) | Spouse | $1,001 – $15K | 23 |
| 2023-12-11 | Valero Energy Corp | Purchase | Spouse | $1,001 – $15K | 23 |
| 2023-12-11 | Starbucks Corp | Purchase | Spouse | $1,001 – $15K | 23 |
| 2023-10-20 | Ranger Equity Bear Bear ETF | Purchase | Spouse | $1,001 – $15K | 13 |
| 2023-10-20 | ProShares Short QQQ | Sale (Full) | Spouse | $1,001 – $15K | 13 |
| 2023-10-20 | Ranger Equity Bear Bear ETF | Purchase | Spouse | $1,001 – $15K | 13 |
| 2023-10-20 | ProShares Short QQQ | Sale (Full) | Spouse | $1,001 – $15K | 13 |
| 2023-10-20 | Ranger Equity Bear Bear ETF | Purchase | Spouse | $1,001 – $15K | 13 |
| 2023-10-20 | ProShares Short QQQ | Sale (Full) | Spouse | $1,001 – $15K | 13 |
| 2023-10-19 | US Treasury Bill | Sale (Full) | Spouse | $50K – $100K | 14 |
| 2023-10-19 | US Treasury Bill | Purchase | Spouse | $50K – $100K | 14 |
| 2023-10-19 | US Treasury Bill | Sale (Full) | Spouse | $15K – $50K | 14 |
| 2023-10-19 | US Treasury Bill | Sale (Full) | Spouse | $15K – $50K | 14 |
| 2023-10-19 | US Treasury Bill | Sale (Full) | Spouse | $15K – $50K | 14 |
| 2023-10-18 | US Treasury Bill | Purchase | Spouse | $50K – $100K | 15 |
| 2023-10-18 | US Treasury Bill | Purchase | Spouse | $15K – $50K | 15 |
| 2023-10-18 | US Treasury Bill | Purchase | Spouse | $15K – $50K | 15 |
| 2023-10-04 | Structure Therapeutics Inc | Sale (Full) | Spouse | $1,001 – $15K | 29 |
| 2023-10-04 | Revance Therapeutics, Inc. - Common Stock | Purchase | Spouse | $1,001 – $15K | 29 |
| 2023-09-26 | US Treasury Bill | Sale (Full) | Spouse | $15K – $50K | 6 |
| 2023-09-26 | US Treasury Bill | Sale (Full) | Spouse | $1,001 – $15K | 6 |
| 2023-09-25 | US Treasury Bill | Purchase | Spouse | $15K – $50K | 7 |
| 2023-09-25 | US Treasury Bill | Purchase | Spouse | $1,001 – $15K | 7 |
| 2023-09-21 | US Treasury Bill | Sale (Full) | Spouse | $50K – $100K | 11 |
| 2023-09-21 | US Treasury Bill | Purchase | Spouse | $15K – $50K | 11 |
| 2023-09-21 | US Treasury Bill | Sale (Full) | Spouse | $15K – $50K | 11 |
| 2023-09-21 | US Treasury Bill | Sale (Full) | Spouse | $15K – $50K | 11 |
| 2023-09-21 | US Treasury Bill | Sale (Full) | Spouse | $15K – $50K | 11 |
| 2023-09-20 | US Treasury Bill | Purchase | Spouse | $50K – $100K | 12 |
| 2023-09-20 | US Treasury Bill | Purchase | Spouse | $15K – $50K | 12 |
| 2023-09-20 | US Treasury Bill | Purchase | Spouse | $15K – $50K | 12 |
| 2023-08-29 | Crowdstrike Holdings Inc | Sale (Full) | Spouse | $1,001 – $15K | 7 |
| 2023-08-29 | Algonquin Power and Utilities Corp | Sale (Full) | Spouse | $1,001 – $15K | 7 |
| 2023-08-29 | Skyworks Solutions | Sale (Full) | Spouse | $1,001 – $15K | 7 |
| 2023-08-29 | Nextera Energy | Purchase | Spouse | $1,001 – $15K | 7 |
| 2023-08-29 | Innodata Inc | Purchase | Spouse | $1,001 – $15K | 7 |
| 2023-08-29 | Resmed Inc | Purchase | Spouse | $1,001 – $15K | 7 |
| 2023-08-25 | Intellia Therapeutics, Inc. - Common Stock | Sale (Full) | Spouse | $1,001 – $15K | 11 |
| 2023-08-23 | ProShares Short QQQ | Purchase | Spouse | $1,001 – $15K | 13 |
| 2023-08-23 | ProShares Short QQQ | Purchase | Spouse | $1,001 – $15K | 13 |
| 2023-08-23 | ProShares Short QQQ | Purchase | Spouse | $1,001 – $15K | 13 |
| 2023-08-22 | Medical Properties Trust | Sale (Full) | Spouse | $1,001 – $15K | 14 |
| 2023-08-22 | Rockwell Automation Inc | Purchase | Spouse | $1,001 – $15K | 14 |
| 2023-08-18 | ProShares Short QQQ | Sale (Full) | Spouse | $1,001 – $15K | 18 |
| 2023-08-18 | ProShares Short QQQ | Sale (Full) | Spouse | $1,001 – $15K | 18 |
| 2023-08-16 | John Hancock Multifactor Emerging Markets ETF | Sale (Full) | Spouse | $1,001 – $15K | 20 |
| 2023-08-16 | John Hancock Multifactor Emerging Markets ETF | Sale (Full) | Spouse | $1,001 – $15K | 20 |
| 2023-08-16 | Columbia EM Core Ex-China ETF | Purchase | Spouse | $1,001 – $15K | 20 |
| 2023-08-15 | Booz Allen Hamilton Holding Corp | Sale (Full) | Spouse | $1,001 – $15K | 21 |
| 2023-08-10 | Sofi Technologies Inc | Purchase | Spouse | $1,001 – $15K | 26 |
| 2023-08-10 | Rambus Inc | Sale (Full) | Spouse | $1,001 – $15K | 26 |
| 2023-08-04 | Fortinet Inc | Sale (Full) | Spouse | $1,001 – $15K | 32 |
| 2023-08-02 | US Treasury Bill | Purchase | Spouse | $15K – $50K | 34 |
| 2023-07-28 | US Treasury Bill | Purchase | Spouse | $50K – $100K | 5 |
| 2023-07-28 | US Treasury Bill | Purchase | Spouse | $15K – $50K | 5 |
| 2023-07-28 | US Treasury Bill | Purchase | Spouse | $15K – $50K | 5 |
| 2023-07-27 | US Treasury Bill | Sale (Full) | Spouse | $15K – $50K | 6 |
| 2023-07-27 | US Treasury Bill | Sale (Full) | Spouse | $15K – $50K | 6 |
| 2023-07-13 | Ranger Equity Bear Bear ETF | Sale (Full) | Spouse | $15K – $50K | 20 |
| 2023-07-13 | ProShares Short QQQ | Purchase | Spouse | $1,001 – $15K | 20 |
| 2023-07-13 | US Treasury Bill | Sale (Full) | Spouse | $15K – $50K | 20 |
| 2023-07-13 | US Treasury Bill | Sale (Full) | Spouse | $50K – $100K | 20 |
| 2023-07-13 | Ranger Equity Bear Bear ETF | Sale (Full) | Spouse | $1,001 – $15K | 20 |
| 2023-07-13 | ProShares Short QQQ | Purchase | Spouse | $1,001 – $15K | 20 |
| 2023-07-13 | US Treasury Bill | Sale (Full) | Spouse | $15K – $50K | 20 |
| 2023-07-10 | Fidelity National Financial | Purchase | Spouse | $1,001 – $15K | 23 |
| 2023-07-10 | Verizon Communications Inc | Purchase | Spouse | $1,001 – $15K | 23 |
| 2023-07-06 | US Treasury Bill | Purchase | Spouse | $15K – $50K | 27 |
| 2023-07-06 | US Treasury Bill | Purchase | Spouse | $15K – $50K | 27 |
| 2023-06-20 | Trane Technologies plc | Purchase | Spouse | $1,001 – $15K | 10 |
| 2023-06-20 | Eaton Corporation, PLC Ordinary Shares | Sale (Full) | Spouse | $1,001 – $15K | 10 |
| 2023-06-20 | US Treasury Bill | Sale (Full) | Spouse | $15K – $50K | 10 |
| 2023-06-20 | US Treasury Bill | Sale (Full) | Spouse | $1,001 – $15K | 10 |
| 2023-06-16 | US Treasury Bill | Purchase | Spouse | $15K – $50K | 14 |
| 2023-06-16 | US Treasury Bill | Purchase | Spouse | $1,001 – $15K | 14 |
| 2023-05-25 | NVIDIA Corporation - Common Stock | Sale (Partial) | Spouse | $1,001 – $15K | 36 |
| 2023-05-22 | Walt Disney Company (The) Common Stock | Sale (Full) | Spouse | $1,001 – $15K | 39 |
| 2023-05-22 | Keysight Technologies Inc. Common Stock | Sale (Full) | Spouse | $1,001 – $15K | 39 |
| 2023-05-22 | Intellia Therapeutics, Inc. - Common Stock | Purchase | Spouse | $1,001 – $15K | 39 |
| 2023-05-22 | Booz Allen Hamilton Holding Corporation Common Sto | Purchase | Spouse | $1,001 – $15K | 39 |
| 2023-05-09 | US Treasury Bill | Purchase | Spouse | $50K – $100K | 52 |
| 2023-05-09 | PayPal Holdings, Inc. - Common Stock | Sale (Full) | Spouse | $1,001 – $15K | 52 |
| 2023-05-02 | US Treasury Bill | Sale (Full) | Spouse | $15K – $50K | 59 |
| 2023-05-02 | US Treasury Bill | Sale (Full) | Spouse | $1,001 – $15K | 59 |
| 2023-05-02 | US Treasury Bill | Sale (Full) | Spouse | $50K – $100K | 59 |
| 2023-05-02 | US Treasury Bill | Sale (Full) | Spouse | $1,001 – $15K | 59 |
| 2023-05-01 | US Treasury Bill | Purchase | Spouse | $15K – $50K | 60 |
| 2023-05-01 | US Treasury Bill | Purchase | Spouse | $1,001 – $15K | 60 |
| 2023-04-26 | Thermo Fisher Scientific Inc Common Stock | Sale (Partial) | Spouse | $1,001 – $15K | 5 |
| 2023-04-26 | Novartis AG Common Stock | Purchase | Spouse | $1,001 – $15K | 5 |
| 2023-04-20 | US Treasury Bill | Sale (Full) | Spouse | $15K – $50K | 11 |
| 2023-04-20 | US Treasury Bill | Sale (Full) | Spouse | $15K – $50K | 11 |
| 2023-04-19 | US Treasury Bill | Purchase | Spouse | $15K – $50K | 12 |
| 2023-04-19 | US Treasury Bill | Purchase | Spouse | $15K – $50K | 12 |
| 2023-04-17 | Vishay Intertechnology, Inc. Common Stock | Sale (Full) | Spouse | $1,001 – $15K | 14 |
| 2023-04-17 | Diodes Incorporated - Common Stock | Sale (Full) | Spouse | $1,001 – $15K | 14 |
| 2023-04-17 | Allegro MicroSystems, Inc. - Common Stock | Sale (Full) | Spouse | $1,001 – $15K | 14 |
| 2023-04-17 | Marvell Technology Group Ltd. - Common Stock | Sale (Full) | Spouse | $1,001 – $15K | 14 |
| 2023-04-17 | WisdomTree U.S. SmallCap Quality Dividend Growth F | Sale (Full) | Spouse | $1,001 – $15K | 14 |
| 2023-04-17 | Schneider National, Inc. Common Stock | Sale (Full) | Spouse | $1,001 – $15K | 14 |
| 2023-04-17 | VanEck Retail ETF | Sale (Full) | Spouse | $1,001 – $15K | 14 |
| 2023-04-17 | First Trust Dow Jones Internet ETF | Sale (Full) | Spouse | $1,001 – $15K | 14 |
| 2023-04-17 | Avient Corporation Common Stock | Sale (Full) | Spouse | $1,001 – $15K | 14 |
| 2023-04-17 | Bruker Corporation - Common Stock | Sale (Full) | Spouse | $1,001 – $15K | 14 |
| 2023-04-17 | Lazard Global Total Return and Income Fund Common | Sale (Full) | Spouse | $1,001 – $15K | 14 |
| 2023-04-17 | Alps Medical Breakthroughs ETF | Sale (Full) | Spouse | $1,001 – $15K | 14 |
| 2023-04-17 | John Hancock Multifactor Mid Cap ETF | Sale (Full) | Spouse | $1,001 – $15K | 14 |
| 2023-04-17 | Fidelity Advisor International Capital Appreciat | Sale (Full) | Spouse | $1,001 – $15K | 14 |
| 2023-04-17 | Fidelity Advisor Emerging Markets Fund Class I | Sale (Full) | Spouse | $1,001 – $15K | 14 |
| 2023-04-13 | US Treasury Bill | Purchase | Spouse | $50K – $100K | 18 |
| 2023-04-13 | Cisco Systems, Inc. - Common Stock | Sale (Full) | Spouse | $15K – $50K | 18 |
| 2023-04-13 | Under Armour, Inc. Class C Common Stock | Sale (Full) | Spouse | $1,001 – $15K | 18 |
| 2023-04-13 | Under Armour, Inc. Class A Common Stock | Sale (Full) | Spouse | $1,001 – $15K | 18 |
| 2023-03-23 | US Treasury Bill | Purchase | Spouse | $15K – $50K | 11 |
| 2023-03-23 | US Treasury Bill | Sale (Full) | Spouse | $15K – $50K | 11 |
| 2023-03-23 | US Treasury Bill | Purchase | Spouse | $1,001 – $15K | 11 |
| 2023-03-23 | US Treasury Bill | Sale (Full) | Spouse | $1,001 – $15K | 11 |
| 2023-03-23 | US Treasury Bill | Purchase | Spouse | $1,001 – $15K | 11 |
| 2023-03-23 | US Treasury Bill | Sale (Full) | Spouse | $1,001 – $15K | 11 |
| 2023-03-07 | Apple Inc. - Common Stock | Sale (Partial) | Spouse | $15K – $50K | 27 |
| 2023-02-28 | US Treasury Bill | Purchase | Spouse | $1,001 – $15K | 1 |
| 2023-02-21 | Apollo Global Management, Inc. Class A Common Stoc | Sale (Partial) | Spouse | $1,001 – $15K | 8 |
| 2023-02-21 | Iron Mountain Incorporated (Delaware)Common Stock | Sale (Partial) | Spouse | $1,001 – $15K | 8 |
| 2023-02-21 | Raytheon Technologies Corporation Common Stock | Purchase | Spouse | $1,001 – $15K | 8 |
| 2023-02-21 | Black Stone Minerals, L.P. Common units representi | Purchase | Spouse | $1,001 – $15K | 8 |
| 2023-02-21 | VanEck Retail ETF | Sale (Full) | Spouse | $1,001 – $15K | 8 |
| 2023-02-21 | Farmland Partners Inc. Common Stock | Purchase | Spouse | $1,001 – $15K | 8 |
| 2023-02-21 | Mosaic Company (The) Common Stock | Purchase | Spouse | $1,001 – $15K | 8 |
| 2023-02-21 | Hannon Armstrong Sustainable Infrastructure Capita | Purchase | Spouse | $1,001 – $15K | 8 |
| 2023-02-21 | SPDR S&P Bank ETF | Sale (Full) | Spouse | $1,001 – $15K | 8 |
| 2023-02-21 | Argan, Inc. Common Stock | Purchase | Spouse | $1,001 – $15K | 8 |
| 2023-02-21 | Taiwan Semiconductor Manufacturing Company Ltd. | Sale (Partial) | Spouse | $1,001 – $15K | 8 |
| 2023-02-21 | Waste Management, Inc. Common Stock | Purchase | Spouse | $1,001 – $15K | 8 |
| 2023-02-21 | Sociedad Quimica y Minera S.A. Common Stock | Purchase | Spouse | $1,001 – $15K | 8 |
| 2023-02-21 | Vanguard Financials ETF | Sale (Full) | Spouse | $1,001 – $15K | 8 |
| 2023-02-21 | Starbucks Corporation - Common Stock | Sale (Full) | Spouse | $1,001 – $15K | 8 |
| 2023-02-21 | QUALCOMM Incorporated - Common Stock | Sale (Partial) | Spouse | $1,001 – $15K | 8 |
| 2023-02-15 | First Trust Indxx NextG ETF | Sale (Full) | Spouse | $1,001 – $15K | 14 |
| 2023-02-15 | Fidelity Quality Factor ETF | Sale (Full) | Spouse | $1,001 – $15K | 14 |
| 2023-02-15 | Fidelity Dividend ETF for Rising Rates | Sale (Partial) | Spouse | $1,001 – $15K | 14 |
| 2023-02-15 | Goldman Sachs Access Treasury 0-1 Year ETF | Purchase | Spouse | $1,001 – $15K | 14 |
| 2023-02-15 | ProShares Investment Grade-Interest Rate Hedged | Purchase | Spouse | $1,001 – $15K | 14 |
| 2023-02-15 | VanEck Agribusiness ETF | Sale (Partial) | Spouse | $1,001 – $15K | 14 |
| 2023-02-15 | VanEck Retail ETF | Sale (Full) | Spouse | $1,001 – $15K | 14 |
| 2023-02-15 | First Trust DJ Internet Index Fund | Sale (Full) | Spouse | $1,001 – $15K | 14 |
| 2023-02-15 | First Trust NASDAQ-100-Technology Sector Index Fun | Purchase | Spouse | $1,001 – $15K | 14 |
| 2023-02-15 | Cohen & Steers Limited Duration Preferred and Inco | Sale (Full) | Spouse | $1,001 – $15K | 14 |
| 2023-02-15 | SPDR S&P Global Natural Resources ETF | Sale (Partial) | Spouse | $1,001 – $15K | 14 |
| 2023-02-15 | Invesco S&P 500 GARP ETF | Sale (Partial) | Spouse | $1,001 – $15K | 14 |
| 2023-02-15 | VictoryShares US Large Cap High Div Volatility Wtd | Sale (Full) | Spouse | $1,001 – $15K | 14 |
| 2023-02-15 | iShares Russell 1000 Value ETF | Purchase | Spouse | $1,001 – $15K | 14 |
| 2023-02-15 | iShares Core S&P Small-Cap ETF | Purchase | Spouse | $1,001 – $15K | 14 |
| 2023-02-15 | iShares Core S&P 500 ETF | Purchase | Spouse | $1,001 – $15K | 14 |
| 2023-02-15 | ALPS Medical Breakthroughs ETF | Sale (Full) | Spouse | $1,001 – $15K | 14 |
| 2023-02-15 | Vanguard Health Care ETF | Purchase | Spouse | $1,001 – $15K | 14 |
| 2023-02-15 | John Hancock Multifactor Mid Cap ETF | Sale (Partial) | Spouse | $1,001 – $15K | 14 |
| 2023-02-15 | US Treasury Bill | Purchase | Spouse | $15K – $50K | 14 |
| 2023-02-15 | US Treasury Bill | Purchase | Spouse | $1,001 – $15K | 14 |
| 2023-02-15 | Lord Abbett Ultra Short Bond Fund - Class I | Sale (Full) | Spouse | $15K – $50K | 14 |
| 2023-02-15 | Catalyst/Millburn Hedge Strategy Fund Class I | Sale (Partial) | Spouse | $1,001 – $15K | 14 |
| 2023-02-15 | Abbey Capital Futures Strategy Fund- Class I Sha | Sale (Partial) | Spouse | $1,001 – $15K | 14 |
| 2023-01-31 | US Treasury Bill | Purchase | Spouse | $15K – $50K | 2 |
| 2023-01-31 | US Treasury Bill | Purchase | Spouse | $15K – $50K | 2 |
| 2023-01-31 | US Treasury Bill | Sale (Full) | Spouse | $15K – $50K | 2 |
| 2023-01-18 | Farmland Partners Inc. Common Stock | Purchase | Spouse | $1,001 – $15K | 15 |
| 2023-01-18 | Rio Tinto Plc | Sale (Full) | Spouse | $1,001 – $15K | 15 |
Financial disclosures
143 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 16, 2025 | Termination Report for 01/03/2025 | 4 |
| Jan 2, 2025 | Periodic Transaction Report for 01/02/2025 | 1 |
| Sep 3, 2024 | Periodic Transaction Report for 09/03/2024 | 4 |
| Aug 2, 2024 | Periodic Transaction Report for 08/02/2024 | 1 |
| Jul 1, 2024 | Periodic Transaction Report for 07/01/2024 | 8 |
| Jun 3, 2024 | Periodic Transaction Report for 06/03/2024 | 27 |
| May 15, 2024 | Annual Report for Calendar 2023 | 3 |
| Apr 30, 2024 | Periodic Transaction Report for 04/30/2024 | 3 |
| Mar 29, 2024 | Periodic Transaction Report for 03/29/2024 | 30 |
| Mar 4, 2024 | Periodic Transaction Report for 03/04/2024 | 8 |
| Feb 2, 2024 | Periodic Transaction Report for 02/02/2024 | 18 |
| Jan 3, 2024 | Periodic Transaction Report for 01/03/2024 | 30 |
| Nov 2, 2023 | Periodic Transaction Report for 11/02/2023 | 16 |
| Oct 2, 2023 | Periodic Transaction Report for 10/02/2023 | 12 |
| Sep 5, 2023 | Periodic Transaction Report for 09/05/2023 | 22 |
| Aug 2, 2023 | Periodic Transaction Report for 08/02/2023 | 16 |
| Jun 30, 2023 | Periodic Transaction Report for 06/30/2023 | 6 |
| Jun 30, 2023 | Periodic Transaction Report for 06/30/2023 | 13 |
| May 15, 2023 | Annual Report for Calendar 2022 | 9 |
| May 1, 2023 | Periodic Transaction Report for 05/01/2023 | 25 |
| Apr 3, 2023 | Periodic Transaction Report for 04/03/2023 | 7 |
| Mar 28, 2023 | Periodic Transaction Report for 03/28/2023 | 1 |
| Mar 1, 2023 | Periodic Transaction Report for 03/01/2023 | 41 |
| Feb 2, 2023 | Periodic Transaction Report for 02/02/2023 | 27 |
| Jan 5, 2023 | Periodic Transaction Report for 01/05/2023 | 2 |
| Dec 9, 2022 | Periodic Transaction Report for 12/09/2022 | 11 |
| Nov 3, 2022 | Periodic Transaction Report for 11/03/2022 | 34 |
| Oct 4, 2022 | Periodic Transaction Report for 10/04/2022 | 5 |
| Sep 2, 2022 | Periodic Transaction Report for 09/02/2022 | 37 |
| Jul 5, 2022 | Periodic Transaction Report for 07/05/2022 | 2 |
| Jun 3, 2022 | Periodic Transaction Report for 06/03/2022 | 19 |
| May 16, 2022 | Annual Report for Calendar 2020 (Amendment 1) | 3 |
| May 16, 2022 | Annual Report for Calendar 2021 | 10 |
| May 4, 2022 | Periodic Transaction Report for 05/04/2022 | 1 |
| May 4, 2022 | Periodic Transaction Report for 05/04/2022 | 2 |
| May 3, 2022 | Periodic Transaction Report for 05/03/2022 | 1 |
| Apr 28, 2022 | Periodic Transaction Report for 03/03/2021 (Amendment 1) | 8 |
| Apr 5, 2022 | Periodic Transaction Report for 04/05/2022 | 22 |
| Mar 3, 2022 | Periodic Transaction Report for 03/03/2022 | 1 |
| Feb 3, 2022 | Periodic Transaction Report for 02/03/2022 | 79 |
| Jan 4, 2022 | Periodic Transaction Report for 01/04/2022 | 6 |
| Dec 4, 2021 | Periodic Transaction Report for 12/04/2021 | 13 |
| Nov 2, 2021 | Periodic Transaction Report for 11/02/2021 | 4 |
| Oct 4, 2021 | Periodic Transaction Report for 10/04/2021 | 7 |
| Sep 1, 2021 | Periodic Transaction Report for 09/01/2021 | 6 |
| Aug 2, 2021 | Periodic Transaction Report for 08/02/2021 | 20 |
| Jul 6, 2021 | Periodic Transaction Report for 07/06/2021 | 18 |
| Jun 1, 2021 | Periodic Transaction Report for 06/01/2021 | 3 |
| May 17, 2021 | Annual Report for Calendar 2018 (Amendment 2) | 32 |
| May 17, 2021 | Annual Report for Calendar 2019 (Amendment 1) | 8 |
| May 17, 2021 | Annual Report for Calendar 2020 | 3 |
| May 17, 2021 | Periodic Transaction Report for 05/04/2020 (Amendment 1) | 68 |
| May 17, 2021 | Periodic Transaction Report for 08/04/2020 (Amendment 1) | 48 |
| May 17, 2021 | Periodic Transaction Report for 09/01/2020 (Amendment 1) | 11 |
| May 17, 2021 | Periodic Transaction Report for 11/02/2020 (Amendment 1) | 3 |
| May 17, 2021 | Periodic Transaction Report for 12/02/2020 (Amendment 1) | 62 |
| May 3, 2021 | Periodic Transaction Report for 05/03/2021 | 9 |
| Apr 1, 2021 | Periodic Transaction Report for 04/01/2021 | 5 |
| Mar 3, 2021 | Periodic Transaction Report for 03/03/2021 | 8 |
| Feb 1, 2021 | Periodic Transaction Report for 02/01/2021 | 26 |
| Jan 7, 2021 | Periodic Transaction Report for 01/07/2021 | 9 |
| Dec 2, 2020 | Periodic Transaction Report for 12/02/2020 | 62 |
| Nov 2, 2020 | Periodic Transaction Report for 11/02/2020 | 3 |
| Oct 1, 2020 | Periodic Transaction Report for 10/01/2020 | 4 |
| Sep 1, 2020 | Periodic Transaction Report for 09/01/2020 | 11 |
| Aug 13, 2020 | Annual Report for Calendar 2015 (Amendment 2) | 7 |
| Aug 13, 2020 | Annual Report for Calendar 2016 (Amendment 3) | 42 |
| Aug 13, 2020 | Annual Report for Calendar 2017 (Amendment 1) | 64 |
| Aug 13, 2020 | Annual Report for Calendar 2018 (Amendment 1) | 32 |
| Aug 13, 2020 | Annual Report for Calendar 2019 | 8 |
| Aug 13, 2020 | Periodic Transaction Report for 08/13/2020 | 2 |
| Aug 4, 2020 | Periodic Transaction Report for 08/04/2020 | 48 |
| Jul 1, 2020 | Periodic Transaction Report for 07/01/2020 | 4 |
| Jun 1, 2020 | Periodic Transaction Report for 06/01/2020 | 2 |
| May 27, 2020 | Periodic Transaction Report for 05/01/2019 (Amendment 1) | 4 |
| May 25, 2020 | Periodic Transaction Report for 07/03/2019 (Amendment 1) | 6 |
| May 6, 2020 | Periodic Transaction Report for 01/08/2020 (Amendment 1) | 8 |
| May 4, 2020 | Periodic Transaction Report for 05/04/2020 | 68 |
| Apr 16, 2020 | Annual Report for 2019 Due Date Extension 1 | 0 |
| Apr 1, 2020 | Periodic Transaction Report for 04/01/2020 | 14 |
| Mar 3, 2020 | Periodic Transaction Report for 03/03/2020 | 8 |
| Jan 30, 2020 | Periodic Transaction Report for 01/30/2020 | 3 |
| Jan 8, 2020 | Periodic Transaction Report for 01/08/2020 | 8 |
| Dec 3, 2019 | Periodic Transaction Report for 12/03/2019 | 9 |
| Oct 1, 2019 | Periodic Transaction Report for 10/01/2019 | 6 |
| Sep 3, 2019 | Periodic Transaction Report for 09/03/2019 | 2 |
| Aug 5, 2019 | Periodic Transaction Report for 08/05/2019 | 8 |
| Jul 3, 2019 | Periodic Transaction Report for 07/03/2019 | 7 |
| Jun 4, 2019 | Periodic Transaction Report for 06/04/2019 | 1 |
| May 15, 2019 | Annual Report for Calendar 2018 | 1 |
| May 15, 2019 | Periodic Transaction Report for 02/06/2018 (Amendment 1) | 34 |
| May 15, 2019 | Periodic Transaction Report for 11/02/2018 (Amendment 1) | 57 |
| May 15, 2019 | Periodic Transaction Report for 01/03/2019 (Amendment 2) | 5 |
| May 1, 2019 | Periodic Transaction Report for 05/01/2019 | 4 |
| Apr 24, 2019 | Periodic Transaction Report for 04/02/2019 (Amendment 1) | 6 |
| Apr 9, 2019 | Periodic Transaction Report for 01/03/2019 (Amendment 1) | 5 |
| Apr 9, 2019 | Periodic Transaction Report for 04/09/2019 | 1 |
| Apr 2, 2019 | Periodic Transaction Report for 04/02/2019 | 6 |
| Mar 4, 2019 | Periodic Transaction Report for 03/04/2019 | 14 |
| Feb 1, 2019 | Periodic Transaction Report for 02/01/2019 | 3 |
| Jan 3, 2019 | Periodic Transaction Report for 01/03/2019 | 5 |
| Dec 4, 2018 | Periodic Transaction Report for 12/04/2018 | 8 |
| Nov 2, 2018 | Periodic Transaction Report for 11/02/2018 | 57 |
| Oct 4, 2018 | Periodic Transaction Report for 10/04/2018 | 2 |
| Sep 5, 2018 | Periodic Transaction Report for 09/05/2018 | 5 |
| Aug 3, 2018 | Periodic Transaction Report for 08/03/2018 | 4 |
| Jun 4, 2018 | Periodic Transaction Report for 06/04/2018 | 20 |
| May 15, 2018 | Annual Report for Calendar 2015 (Amendment 1) | 6 |
| May 15, 2018 | Annual Report for Calendar 2016 (Amendment 2) | 18 |
| May 15, 2018 | Annual Report for Calendar 2017 | 3 |
| May 1, 2018 | Periodic Transaction Report for 05/01/2018 | 2 |
| Mar 12, 2018 | Periodic Transaction Report for 10/04/2017 (Amendment 1) | 18 |
| Mar 1, 2018 | Periodic Transaction Report for 03/01/2018 | 3 |
| Feb 6, 2018 | Periodic Transaction Report for 02/06/2018 | 34 |
| Jan 5, 2018 | Periodic Transaction Report for 01/05/2018 | 3 |
| Dec 1, 2017 | Periodic Transaction Report for 12/01/2017 | 3 |
| Nov 1, 2017 | Periodic Transaction Report for 11/01/2017 | 9 |
| Oct 4, 2017 | Periodic Transaction Report for 10/04/2017 | 18 |
| Sep 6, 2017 | Periodic Transaction Report for 09/06/2017 | 79 |
| Jul 3, 2017 | Periodic Transaction Report for 07/03/2017 | 5 |
| Jun 1, 2017 | Annual Report for Calendar 2016 (Amendment 1) | 18 |
| May 15, 2017 | Annual Report for Calendar 2016 | 18 |
| May 3, 2017 | Periodic Transaction Report for 05/03/2017 | 1 |
| Apr 20, 2017 | Periodic Transaction Report for 08/01/2016 (Amendment 1) | 7 |
| Apr 3, 2017 | Periodic Transaction Report for 04/03/2017 | 10 |
| Mar 14, 2017 | Periodic Transaction Report for 12/01/2016 (Amendment 1) | 21 |
| Mar 3, 2017 | Periodic Transaction Report for 03/03/2017 | 3 |
| Feb 6, 2017 | Periodic Transaction Report for 02/06/2017 | 4 |
| Jan 3, 2017 | Periodic Transaction Report for 01/03/2017 | 6 |
| Dec 1, 2016 | Periodic Transaction Report for 12/01/2016 | 22 |
| Nov 1, 2016 | Periodic Transaction Report for 11/01/2016 | 1 |
| Oct 4, 2016 | Periodic Transaction Report for 10/04/2016 | 4 |
| Sep 1, 2016 | Periodic Transaction Report for 09/01/2016 | 4 |
| Aug 1, 2016 | Periodic Transaction Report for 08/01/2016 | 7 |
| Jul 1, 2016 | Periodic Transaction Report for 07/01/2016 | 10 |
| Jun 1, 2016 | Periodic Transaction Report for 06/01/2016 | 2 |
| May 16, 2016 | Annual Report for Calendar 2014 (Amendment 1) | 3 |
| May 16, 2016 | Annual Report for Calendar 2015 | 6 |
| Apr 5, 2016 | Periodic Transaction Report for 04/05/2016 | 2 |
| Mar 4, 2016 | Periodic Transaction Report for 03/03/2016 (Amendment 1) | 3 |
| Mar 3, 2016 | Periodic Transaction Report for 03/03/2016 | 3 |
| Feb 2, 2016 | Periodic Transaction Report for 02/02/2016 | 17 |
| Jan 7, 2016 | Periodic Transaction Report for 01/07/2016 | 6 |