Senate Files

Senators

Robert P. Casey, Jr. D

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

Among all 100 senators

Each dot is a senator; Jr. 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

$764K$49K$115.9M

Votes with their party

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

79.5%100.0%

Missed votes

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

0.0%15.0%

Lobbyists' giving

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

$5.5M$6,000$11.9M

Money from out of state

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

69%21%98%

Bills sponsored

In the 119th Congress (Congress.gov)

2191

Voting record

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

-0.31← more liberalmore conservative →

Where their campaign money comes from

2025–26
$764K
2023–24
$58.1M
2021–22
$4.5M
See the data
PeriodRaisedIndividualsPACsPartiesOwn moneySpentCashOutside forOutside against
2025–26$763,537$0$0$0$0$1,557,411$201,166$146,390$10,000
2023–24$58,147,345$43,598,592$2,903,155$61,800$0$60,234,188$995,040$22,305,549$104,840,211
2021–22$4,526,304$3,828,268$561,161$0$0$2,695,667$3,081,882$35$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 Pennsylvania versus everywhere else, each period.

2023–24
$27.1M
2021–22
$2.5M

Where it came from

  • Less
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  • Their state
AKMEVTNHWAIDMTNDMNILWIMINYRIMAORNVWYSDIAINOHPANJCTCAUTCONEMOKYWVVAMDDEAZNMKSARTNNCSCOKLAMSALGAHITXFL

Their donors' employers

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

UNIVERSITY OF PENNSYLVANIA
$133K
ROSS FELLER CASEY LLP
$107K
UNIVERSITY OF PITTSBURGH
$74K
MOTLEY RICE LLC
$57K
GOOGLE INC
$55K
UNIVERSITY OF CALIFORNIA
$53K
CAPITAL GROUP
$45K
LINDY PAVING
$43K
CARNEGIE MELLON UNIVERSITY
$36K
BERGER & MONTAGUE P C
$34K
PENNSYLVANIA STATE UNIVERSITY
$31K
KIRKLAND & ELLIS LLP
$30K
The largest donors, and the numbers
PeriodItemizedContributionsFrom PARetired donors
2023–24$27,050,587240,87231%32%
2021–22$2,536,54611,69564%18%
DonorWhereEmployer, occupationTotal
LINDY, CATHY A.MARCO ISLAND, FLSELF EMPLOYED, PHILANTHROPIST$18,675
GOLD, LESLIE F.WINCHESTER, MANONE, HOMEMAKER$16,000
PERELMAN, GREGG M.PITTSBURGH, PAWALNUT CAPITAL, REAL ESTATE$14,400
KENDALL, PAUL L.BRAINTREE, VTRETIRED, NOT EMPLOYED$13,300
KATZ, ROBERT ALLANBROOMFIELD, COVAIL RESORTS, EXECUTIVE$13,200
RAIZMAN, DOROTHY L.LIGONIER, PARAIZMAN, FRISCHMAN, MATZUS & RIZZA, ATTORNEY$12,545
SCHLEIFER, HARRIETCHAPPAQUA, NYNOT EMPLOYED, RETIRED$12,000
GREENE, CRAIGRANCHO SANTA FE, CAG.G. GREENE ENTERPRISES, INC., CEO$11,600
WEINHOLTZ, MICHAELSALT LAKE CITY, UTNOT EMPLOYED, RETIRED$11,450
SNYDER, MARYDANVILLE, PANOT EMPLOYED, RETIRED$10,553
CASSIDY, JOHNPALO ALTO, CASTANFORD UNIVERSITY, EDUCATOR$10,300
BAGLEY, NANCYSEATTLE, WANOT EMPLOYED, RETIRED$10,000
HOLT, LEO A.GLOUCESTER CITY, NJHOLT LOGISTICS CORP., PRESIDENT$10,000
HANEY, WILLIAMWAYLAND, MADRAGONFLY, CEO$9,900
NUGENT, ANTHONYROUND HILL, VANOT EMPLOYED, NOT EMPLOYED$9,900
CUMBIE, STEPHENVIENNA, VANV COMMERCIAL, INC., PRESIDENT$9,750
BELL, LEONARDWOODBRIDGE, CTNOT EMPLOYED, RETIRED$9,600
NICKERSON, MARTINUS H.BELLINGHAM, WANOT EMPLOYED, RETIRED$9,500
ROBBINS, BONNIEBELLEVUE, WANONE, HOMEMAKER$9,500
WISE, JUDYCHICAGO, ILFACING HISTORY & OURSELVES, DIRECTOR$9,168
MARCON, L. CHARLESALLENTOWN, PADUGGAN & MARCON, INC., PRESIDENT$9,100
MONSER, EDWARDSAINT LOUIS, MONOT EMPLOYED, NOT EMPLOYED$8,700
SAGAN, BRUCECHICAGO, ILNOT EMPLOYED, NOT EMPLOYED$8,600
MANDEL, ANN S.STAMFORD, CTNOT EMPLOYED, RETIRED$8,500
LEGNINI, ROBERT C.MALVERN, PANOT EMPLOYED, RETIRED$8,400

Their biggest PAC and party givers

SCHIFF(T) THE SENATE
$71K
VELVET HAMMER PAC
$15K
SMART SOLUTIONS PAC
$15K
REV UP PAC
$15K
PURPOSE PAC
$15K
PINEAPPLE PAC
$15K
NUTMEG PAC
$15K
MOTOR CITY PAC
$15K
MAKE IT WORK PAC
$15K
All 25
CommitteeConnected organizationTotalGifts
JSTREETPACJ STREET$121,675373
SCHIFF(T) THE SENATE$70,7502
VELVET HAMMER PAC$15,0003
SMART SOLUTIONS PAC$15,0003
REV UP PAC$15,0003
PURPOSE PAC$15,0003
PINEAPPLE PAC$15,0004
NUTMEG PAC$15,0003
MOTOR CITY PAC$15,0003
MAKE IT WORK PAC$15,0007
M-PACSENATE VICTORY 2023$15,0003
GRANITE VALUES PAC$15,0003
FORWARD TOGETHER PAC$15,0003
FOLLOW THE NORTH STAR FUND$15,0003
DEFEND THE DREAMPADILLA$15,0004
COMMON SENSE COLORADO$15,0003
COMMON GROUND PAC$15,0003
BLUE WAVE PROJECT$15,0007
BLUE HEN FEDERAL PACCOONS$15,0003
AMALGAMATED TRANSIT UNION - COPEAMALGAMATED TRANSIT UNION$15,0004
ALL FOR OUR COUNTRY LEADERSHIP PAC$15,0003
A NEW DIRECTION PACSHAHEEN$15,0003
SENATE FUTURE FUNDLEAHY FOR U.S. SENATOR COMMITTEE$14,0003
FRONTLINE USA$13,6754
HOULAPACHOULAHAN$13,3005

Outside spending for and against them

All of it
$125.2M

Who spent it

SENATE LEADERSHIP FUND
$52.8M
KEYSTONE RENEWAL PAC
$35.0M
AMERICAN CROSSROADS
$8.8M
AMERICANS FOR PROSPERITY ACTION, INC. (AFP ACTION) DBA CVA ACTION AND DBA LIBRE ACTION
$8.1M
LCV VICTORY FUND
$3.0M
CFFE PAC
$2.9M
WINSENATE
$2.8M
BLACKPAC
$2.7M
FOR OUR FUTURE
$1.8M
ONE FOR ALL COMMITTEE
$1.3M
SOMOS PAC
$1.3M
NATIONAL NURSES UNITED FOR PATIENT PROTECTION
$832K
See the data
SpenderFor or againstTotalReports
SENATE LEADERSHIP FUNDagainst$52,799,20974
KEYSTONE RENEWAL PACagainst$34,126,78347
AMERICAN CROSSROADSagainst$8,795,90223
AMERICANS FOR PROSPERITY ACTION, INC. (AFP ACTION) DBA CVA ACTION AND DBA LIBRE ACTIONagainst$8,070,22557
LCV VICTORY FUNDfor$3,048,48127
CFFE PACfor$2,866,09016
WINSENATEfor$2,784,0217
BLACKPACfor$2,670,69913
FOR OUR FUTUREfor$1,800,683142
ONE FOR ALL COMMITTEEfor$1,300,5067
SOMOS PACfor$1,272,14822
KEYSTONE RENEWAL PACfor$893,3093
NATIONAL NURSES UNITED FOR PATIENT PROTECTIONfor$832,48925
WORKERS VOTEfor$525,449106
AMERICAN HOSPITAL ASSOCIATION PACfor$450,0001
SOLIDARITY VICTORY PACfor$437,34217
WORKING FAMILIES PARTY PACfor$350,0928
CASA IN ACTION PACfor$331,83984
IN UNION USAfor$329,7284
WORKING AMERICAfor$284,26027
DMFI PACfor$262,5955
THE SENTINEL ACTION FUNDagainst$251,4844
MAINSTREAM DEMOCRATS PACfor$250,0001
REPRODUCTIVE FREEDOM FOR ALL FREEDOM FUNDfor$244,32216
AMERICAN PRINCIPLES PROJECT PACagainst$190,0001

What lobbyists report giving them

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

All 25
RegistrantTotalItemsFirstLatest
AMERICAN HOSPITAL ASSOCIATION$472,00011Jun 17, 2021Oct 1, 2024
K&L GATES, LLP$119,000101Jun 16, 2022Oct 9, 2024
HOLLAND & KNIGHT LLP$77,00035Jun 14, 2021Jul 24, 2024
LIBERTY PARTNERS GROUP, LLC$67,80015Jun 25, 2021Oct 9, 2024
BROWNSTEIN HYATT FARBER SCHRECK, LLP$55,77040Apr 27, 2022Oct 28, 2024
INVESTMENT COMPANY INSTITUTE$38,82012Feb 22, 2021Jun 9, 2024
AMERICAN HOTEL & LODGING ASSOCIATION$37,5009Mar 24, 2021May 16, 2023
HUMANA, INC.$35,0007Dec 22, 2021Mar 26, 2024
HONEYWELL INTERNATIONAL$34,00011Jul 29, 2021Oct 22, 2024
CAPITOL COUNSEL LLC$33,31032Feb 22, 2021Oct 31, 2024
COMCAST CORPORATION$31,31312Mar 31, 2021Oct 24, 2024
BARNES & THORNBURG, LLP$31,00037Mar 31, 2021Nov 4, 2024
LABORERS' INTERNATIONAL UNION OF NORTH AMERICA$30,5008Mar 22, 2021Apr 18, 2024
UNITED ASSN OF JOURNEYMEN & APPRENTICES OF THE PLUMBING & PIPEFITTING INDUSTRY$30,0006May 24, 2022Oct 12, 2023
PRICEWATERHOUSECOOPERS$30,00010Mar 22, 2021Feb 28, 2024
GENERAL DYNAMICS CORP$30,00013Mar 29, 2021Sep 10, 2024
DELOITTE LLP$30,0006Sep 30, 2021Aug 2, 2024
AKIN GUMP STRAUSS HAUER & FELD$28,68025Feb 3, 2021Oct 25, 2024
CVS HEALTH (AND SUBSIDIARIES)$27,00014Dec 15, 2021Sep 24, 2024
AMERICAN ASSOCIATION FOR JUSTICE$27,0009Mar 30, 2021Sep 26, 2024
CORNERSTONE GOVERNMENT AFFAIRS, INC.$25,24313Mar 16, 2021Oct 30, 2024
TRANSPORT WORKERS UNION OF AMERICA, AFL-CIO$25,0006Jun 14, 2022Jun 3, 2024
NEW YORK LIFE INSURANCE COMPANY$25,0008Apr 28, 2021May 30, 2024
NATIONAL MULTIFAMILY HOUSING COUNCIL, INC.$25,0008Mar 22, 2021Jul 23, 2024
NATIONAL ASSOCIATION OF LETTER CARRIERS$25,0006May 12, 2022Sep 13, 2024

How they've voted lately

Nothing on record.

What they sponsor bills about

118th Congress: 154 sponsored, 0 became law · 117th Congress: 130 sponsored, 1 became law

Health
78
Social Welfare
26
Taxation
23
Education
23
Labor and Employment
21
Agriculture and Food
18
Crime and Law Enforcement
14
Transportation and Public Works
13
Their bills
BillLatest action
S.Res. 917 A resolution recognizing November 2024 as "National Family Caregivers Month".Nov 21, 2024 Referred to the Committee on Health, Education, Labor, and Pensions. (text: CR S6731)
S. 5185 Funding Community College Infrastructure ActSep 25, 2024 Read twice and referred to the Committee on Health, Education, Labor, and Pensions.
S. 5187 Community College Infrastructure Financing ActSep 25, 2024 Read twice and referred to the Committee on Finance.
S. 5191 CREATE Graduates ActSep 25, 2024 Read twice and referred to the Committee on Health, Education, Labor, and Pensions.
S. 5199 Fair Flood Protection Act of 2024Sep 25, 2024 Read twice and referred to the Committee on Banking, Housing, and Urban Affairs.
S. 5240 CARE for Kids Act of 2024Sep 25, 2024 Read twice and referred to the Committee on Agriculture, Nutrition, and Forestry.
S. 5266 Clean Slate Act of 2024Sep 25, 2024 Read twice and referred to the Committee on the Judiciary.
S. 5123 Women’s Economic Empowerment in Trade Act of 2024Sep 19, 2024 Read twice and referred to the Committee on Finance.
S. 5128 Interdiction of Fentanyl in Federal Prisons ActSep 19, 2024 Read twice and referred to the Committee on the Judiciary.
S. 5094 Farm to Food Bank Reauthorization Act of 2024Sep 18, 2024 Read twice and referred to the Committee on Agriculture, Nutrition, and Forestry.
S. 5101 Farmer Driven Conservation Outcomes Act of 2024Sep 18, 2024 Read twice and referred to the Committee on Agriculture, Nutrition, and Forestry.
S. 5070 Ensuring Access to Medicaid Buy-in Programs Act of 2024Sep 17, 2024 Read twice and referred to the Committee on Finance.
S. 5016 Combat Chinese Economic Aggression Act of 2024Sep 10, 2024 Read twice and referred to the Committee on Banking, Housing, and Urban Affairs.
S. 4923 Informing Grandfamilies ActAug 1, 2024 Read twice and referred to the Committee on Finance.
S. 4954 Rail Bridge Safety and Transparency ActAug 1, 2024 Read twice and referred to the Committee on Commerce, Science, and Transportation.
S. 4891 Stop Copay Overpay ActJul 31, 2024 Read twice and referred to the Committee on Armed Services.
S. 4909 A bill to clarify the use of direct deposit for contributions to ABLE programs.Jul 31, 2024 Read twice and referred to the Committee on Finance.
S. 4910 ABLE Awareness ActJul 31, 2024 Read twice and referred to the Committee on Finance.
S. 4911 ABLE Employment Flexibility ActJul 31, 2024 Read twice and referred to the Committee on Finance.
S. 4860 Residential Recovery for Seniors ActJul 30, 2024 Read twice and referred to the Committee on Finance.
S. 4820 HIRRE Prosecutors Act of 2024Jul 29, 2024 Read twice and referred to the Committee on the Judiciary.
S. 4781 PACE Anytime ActJul 25, 2024 Read twice and referred to the Committee on Finance.
S.Res. 771 A resolution supporting the designation of the week of August 26 through August 30, 2024, as the second annual "NationalJul 25, 2024 Referred to the Committee on Health, Education, Labor, and Pensions. (text: CR S5514-5515)
S.Res. 772 A resolution recognizing the importance of independent living and economic self-sufficiency for individuals with disabilJul 25, 2024 Referred to the Committee on Health, Education, Labor, and Pensions. (text: CR S5515)
S. 4766 Section 508 Refresh Act of 2024Jul 24, 2024 Read twice and referred to the Committee on Health, Education, Labor, and Pensions.
CongressSponsoredBecame lawCosponsored
118th1540489
117th1301527

20 former staff now lobbying

ANDREW USYK
BROWNSTEIN HYATT FARBER SCHRECK, LLP
90 clients
ADAM TARR
INVARIANT LLC
21 clients
JOHN RICHTER
G2G CONSULTING
16 clients
JOSH NARROW
THE CONAFAY GROUP, LLC
12 clients
KICHELLE WEBSTER
STEWART STRATEGIES AND SOLUTIONS, LLC
9 clients
EDWARD WILLIAMS
MCALLISTER & QUINN, LLC
7 clients
KICHELLE WEBSTER
UNITED BY INTEREST, LLC.
5 clients
JOSEPH HILL
COZEN O'CONNOR PUBLIC STRATEGIES
3 clients
JOHN RICHTER
VENN STRATEGIES
3 clients
JEREMIAH MCCOY
SIRONA STRATEGIES LLC
2 clients
JESSICA MONAHAN
COZEN O'CONNOR PUBLIC STRATEGIES
1 client
CIARA MARKOSKI
GROWTH ENERGY, INC.
1 client
JACK GROARKE
HANWHA Q CELLS AMERICA INC.
1 client
JENNA CARMEN
THERMO FISHER SCIENTIFIC INC.
1 client
CLAIRE BORZNER
SHARE OUR STRENGTH
1 client
JULIA CINQUEGRANI
FIRST FIVE YEARS FUND (FORMERLY START EARLY (FOR FIRST FIVE YEARS FUND))
1 client
JOHN RICHTER
BIOMERIEUX
1 client
ERIN DELANEY
CHAMBER OF COMMERCE OF THE U.S.A.
1 client
KRISTEN BATSTONE
NATIONAL RURAL HEALTH ASSOCATION
1 client
MATTHEW GRILL
NATIONAL PORK PRODUCERS COUNCIL
1 client
See the data
LobbyistFormer position, as they list itFirmsClientsYears
ANDREW USYKLeg Assistant, Sen. Robert Casey; Legislative Aide, Sen. Kristen Gillibrand; Legislative Correspondent, Sen. Kristen Gillibrand; Compliance Officer, Sen. Gillibrand; Intern, Sen. Gillibrand and Rep. John DingellBROWNSTEIN HYATT FARBER SCHRECK, LLP902022–2026
ADAM TARRSr Pro Staff, Sen Cmte on Ag, Nutrition & Forestry 19-22; Leg Asst, Sen Casey 17-19; Sr Advisor, USDA, Off of the Sec 16-17; COS, USDA, Off for Food Safety 14-16; Sen Specter: Leg Asst 09-10, Leg Aide 08-09, Leg Correspondent 07-09, Staff Asst 06-07INVARIANT LLC212022–2025
JOHN RICHTERLegislative Assistant for Rep. Michelle Lujan Grisham (2014-2017) and Legislative Aide/Legislative Correspondent for Sen. Robert P. Casey, Jr. (2010-2014)G2G CONSULTING162021–2022
JOSH NARROWIntern to Senator CaseyTHE CONAFAY GROUP, LLC122021–2026
KICHELLE WEBSTERSenator Casey, Staff Assistant, Correspondence Director, Legislative Aide; Congresswoman Adams, Legislative Assistant, Senior Policy AdvisorSTEWART STRATEGIES AND SOLUTIONS, LLC92021
EDWARD WILLIAMSLC, AD - Rep Kanjorski; AD, SC, SD - Sen. Casey Jr.MCALLISTER & QUINN, LLC72022–2026
KICHELLE WEBSTERSenator Bob Casey Jr., 2011-2012, Staff Assistant; Senator Bob Casey Jr., 2012-2014, Correspondence Manager; Senator Bob Casey Jr., 2014-2018, Legislative Correspondent/Aide; Rep. Alma Adams, 2018-2021, Legislative Assistant/Senior Policy AdvisorUNITED BY INTEREST, LLC.52021
JOSEPH HILLLegislative Fellow; Regional Representative Sen. Bob CaseyCOZEN O'CONNOR PUBLIC STRATEGIES32023–2026
JOHN RICHTERLegislative Assistant, Rep. Michelle Lujan Grisham (D-NM-1); Legislative Aide, Senator Robert Casey (D-PA); Staff Assistant, Senator Robert Casey (D-PA); Project Assistant, Senator Robert Casey (D-PA)VENN STRATEGIES32022
JEREMIAH MCCOYFellow, Senate HELP Committee; Intern, Sen. CaseySIRONA STRATEGIES LLC22021–2022
JESSICA MONAHANLeg. Fellow, Regional Rep. Sen. Bob CaseyCOZEN O'CONNOR PUBLIC STRATEGIES12025
CIARA MARKOSKIConstituent Services Intern, Sen. Robert Casey; Legislative Intern, Rep. Madeleine DeanGROWTH ENERGY, INC.12025
JACK GROARKESenior Policy Advisor, Natl Economic Council, White House; Senior Advisor, Env. Protection Agency; Economic Dev. Director/Dep. State Director/Leg. Assistant/Leg. Aide/Leg. Correspondent/Staff Assistant, Sen. Bob CaseyHANWHA Q CELLS AMERICA INC.12025
JENNA CARMENStaff Assistant and Intern, Sen. Bob Casey, Jr.THERMO FISHER SCIENTIFIC INC.12025
CLAIRE BORZNERLegislative Correspondent, Senator Bob Casey (Feb 2014-May 2018); Legislative Assistant, Rep. Mike Doyle (May 2018-August 2019); Senior Professional Staff Member, Senate Agriculture Committee (September 2019- December 2024), Program Analyst, USDA-FNSSHARE OUR STRENGTH12025
JULIA CINQUEGRANISen. Casey (Sep.'22-Jan.'25, Feb.'17-Feb.'19) Pol. Adv., Leg. Corr., Rep. Wild (Feb.'19-Nov.'22) Sen. Pol. Adv., Leg. Asst., Rep. Ray Lujan, (Sep.'16-Feb.'17) Intern, House Comm. on SST (Jun-Sep.'16) Intern, Rep. Van Hollen (Jul.-Aug. '15) InternFIRST FIVE YEARS FUND (FORMERLY START EARLY (FOR FIRST FIVE YEARS FUND))12025
JOHN RICHTER2009-2014 -Office of Sen. Robert Casey; 2014-2017-0ffice of Congresswoman Michelle Lujan GrishamBIOMERIEUX12024
ERIN DELANEYAssistant to Chief of Staff, Sen. Casey, Nov. 2015-Mar. 2017; Intern, Rep. Connolly, Sep. 2012-Jan. 2013; Intern, Sen. Kennedy, May 2009-Aug. 2009CHAMBER OF COMMERCE OF THE U.S.A.12024
KRISTEN BATSTONEFormer intern Senator Casey PANATIONAL RURAL HEALTH ASSOCATION12022–2023
MATTHEW GRILLStaff Assistant, Sen. Robert P. Casey, Jr; Assistant Bill Clerk, Secretary of the SenateNATIONAL PORK PRODUCERS COUNCIL12022

Holdings and trades

$229K – $970Knet worth, 2025 report
37trades on their reports
1 of 1trades reported after 45 days
257 daystypical time to report a trade
1reports filed on paper
2filing extensions

Net worth, year by year

Their annual reports' value bands added up, less their debts', from the least to the most they could be worth (spouse and dependents included, a home not), on a log scale.

$10K$100K$1M20162018202020222025

Largest holdings, 2025 report

First National Community Bank
Bank Deposit · Spouse
$100K+
Vanguard Federal Money Market Fund
Bank Deposit · Self · in Vanguard Rollover IRA Brokerage Account
$100K+
Massachusetts College Portfolio
Mutual Funds · Joint · in Fidelity Investments 529 Account
$15K+
JDFAX-Janus Henderson Flexible Bond A
Mutual Funds · Joint · in Ameriprise One Financial Account
$15K+
Ameriprise Insured
Bank Deposit · Joint · in Ameriprise One Financial Account
$15K+
First National Community Bank
Bank Deposit · Joint
$15K+
BSIIX - Blackrock Strategic Income Opportunities Portfol
Mutual Funds · Joint · in Ameriprise One Financial Account
$1,001+
DODIX - Dodge & Cox Income Fund - Class I
Mutual Funds · Joint · in Ameriprise One Financial Account
$1,001+
AMP - Ameriprise Financial, Inc. Common Stock
Corporate Securities · Joint · in Ameriprise One Financial Account
$1,001+
AVGO - Broadcom Inc. - Common Stock
Corporate Securities · Joint · in Ameriprise One Financial Account
$1,001+
CVX - Chevron Corporation Common Stock
Corporate Securities · Joint · in Ameriprise One Financial Account
$1,001+
XOM - Exxon Mobil Corporation Common Stock
Corporate Securities · Joint · in Ameriprise One Financial Account
$1,001+
Their 25 largest holdings, as a table
AssetKindOwnerValueIncome
First National Community BankBank DepositSpouse$100K – $250KNone: $201 – $1,000
Vanguard Federal Money Market Fund in Vanguard Rollover IRA Brokerage AccountBank DepositSelf$100K – $250KNone: $0 – $200
Massachusetts College Portfolio in Fidelity Investments 529 AccountMutual FundsJoint$15K – $50KExcepted Investment Fund: $0 – $200
JDFAX-Janus Henderson Flexible Bond A in Ameriprise One Financial AccountMutual FundsJoint$15K – $50KDividends: $201 – $1,000
Ameriprise Insured in Ameriprise One Financial AccountBank DepositJoint$15K – $50KInterest: $0 – $200
First National Community BankBank DepositJoint$15K – $50KNone: $0 – $200
BSIIX - Blackrock Strategic Income Opportunities Portfol in Ameriprise One Financial AccountMutual FundsJoint$1,001 – $15KDividends: $201 – $1,000
DODIX - Dodge & Cox Income Fund - Class I in Ameriprise One Financial AccountMutual FundsJoint$1,001 – $15KDividends: $201 – $1,000
AMP - Ameriprise Financial, Inc. Common Stock in Ameriprise One Financial AccountCorporate SecuritiesJoint$1,001 – $15KDividends: $0 – $200
AVGO - Broadcom Inc. - Common Stock in Ameriprise One Financial AccountCorporate SecuritiesJoint$1,001 – $15KDividends: $0 – $200
CVX - Chevron Corporation Common Stock in Ameriprise One Financial AccountCorporate SecuritiesJoint$1,001 – $15KDividends: $0 – $200
XOM - Exxon Mobil Corporation Common Stock in Ameriprise One Financial AccountCorporate SecuritiesJoint$1,001 – $15KDividends: $0 – $200
JPM - JP Morgan Chase & Co. Common Stock in Ameriprise One Financial AccountCorporate SecuritiesJoint$1,001 – $15KDividends: $0 – $200
LLY - Eli Lilly and Company Common Stock in Ameriprise One Financial AccountCorporate SecuritiesJoint$1,001 – $15KDividends: $0 – $200
MCD - McDonald's Corporation Common Stock in Ameriprise One Financial AccountCorporate SecuritiesJoint$1,001 – $15KDividends: $0 – $200
MRK - Merck & Company, Inc. Common Stock (new) in Ameriprise One Financial AccountCorporate SecuritiesJoint$1,001 – $15KDividends: $0 – $200
LQD - iShares iBoxx $ Investment Grade Corporate Bond ET in Ameriprise One Financial AccountMutual FundsJoint$1,001 – $15KDividends: $0 – $200
IGIB - iShares 5-10 Year Investment Grade Corporate Bond in Ameriprise One Financial AccountMutual FundsJoint$1,001 – $15KDividends: $201 – $1,000
IGSB - iShares 1-5 Year Investment Grade Corporate Bond E in Ameriprise One Financial AccountMutual FundsJoint$1,001 – $15KDividends: $0 – $200
BAC - Bank of America Corporation Common Stock in Ameriprise One Financial AccountCorporate SecuritiesJoint$1,001 – $15KDividends: $0 – $200
United States Senate Federal Credit UnionBank DepositSelf$1,001 – $15KNone: $0 – $200
Pennsylvania State Employees Credit Union (PSECU)Bank DepositJoint$1,001 – $15KNone: $0 – $200
Charles Schwab in Charles SchwabBank DepositJoint$1,001 – $15KNone: $0 – $200
TCYIX - Tiaa-Cref Lifecycle 2025 Fund Institutional Clas in Drexel University TIAA Multi-Asset PortfolioMutual FundsSpouse$1,001 – $15KExcepted Investment Fund: $0 – $200
Cottage 22 LLCBusiness EntityJoint$1,001 – $15KInterest: $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
2016201720182019202020212022

What they trade most

MA Moderate Growth
2015–2018 · $65K – $275K
9 trades
MA College Portfolio
2017–2018 · $55K – $175K
6 trades
MA Aggressive Growth
2016–2018 · $20K – $125K
6 trades
Massachusetts College Portfolio
2019–2021 · $20K – $125K
6 trades
Pennsylvania 529 Guaranteed Savings Plan
2018–2021 · $3,003 – $45K
3 trades
Fidelity Blue Chip Growth (FBGRX)
2015–2017 · $2,002 – $30K
2 trades
MA Portfolio 2015
2016–2016 · $1,001 – $15K
1 trades
Fidelity Blue Chip Partial (FBGRX)
2016–2016 · $1,001 – $15K
1 trades
Now U
2016–2016 · $1,001 – $15K
1 trades
FirstEnergy Corp. (FE)
2017–2017 · $1,001 – $15K
1 trades
All 37 trades
DateAssetTradeOwnerAmountDays to report
2022-10-21Tiaa-Cref Lifecycle 2025 Fund Institutional Clas PurchaseSpouse$1,001 – $15Kannual
2021-12-31Massachusetts College Portfolio Sale (Partial)Child$1,001 – $15Kannual
2021-09-14Massachusetts College Portfolio Sale (Partial)Child$1,001 – $15Kannual
2021-08-17Pennsylvania 529 Guaranteed Savings Plan Sale (Full)Child$1,001 – $15Kannual
2021-03-09Pennsylvania 529 Guaranteed Savings Plan Sale (Full)Child$1,001 – $15Kannual
2021-01-04Massachusetts College Portfolio Sale (Partial)Child$1,001 – $15Kannual
2020-09-14Massachusetts College Portfolio Sale (Partial)Child$1,001 – $15Kannual
2020-08-07Massachusetts College Portfolio Sale (Partial)Child$1,001 – $15Kannual
2019-01-02Massachusetts College Portfolio Sale (Partial)Child$15K – $50Kannual
2018-12-26Pennsylvania 529 Guaranteed Savings Plan Sale (Partial)Child$1,001 – $15Kannual
2018-11-01MA College Portfolio PurchaseChild$50K – $100Kannual
2018-11-01MA College Portfolio Sale (Partial)Child$1,001 – $15Kannual
2018-11-01MA Aggressive Growth Sale (Full)Child$15K – $50Kannual
2018-11-01MA Moderate Growth Sale (Full)Child$15K – $50Kannual
2018-07-02MA College Portfolio Sale (Partial)Child$1,001 – $15Kannual
2018-07-02MA Aggressive Growth Sale (Partial)Child$1,001 – $15Kannual
2018-07-02MA Moderate Growth Sale (Partial)Child$1,001 – $15Kannual
2018-01-09MA College Portfolio Sale (Partial)Child$1,001 – $15Kannual
2018-01-09MA Aggressive Growth Sale (Partial)Child$1,001 – $15Kannual
2018-01-09MA Moderate Growth Sale (Partial)Child$1,001 – $15Kannual
2017-11-02FBGRX - Fidelity Blue Chip Sale (Partial)Child$1,001 – $15Kannual
2017-08-31FirstEnergy Corp. Sale (Partial)Child$1,001 – $15K257
2017-07-27MA College Portfolio Sale (Partial)Child$1,001 – $15Kannual
2017-07-27MA Aggressive Growth Sale (Partial)Child$1,001 – $15Kannual
2017-07-27MA Moderate Growth Sale (Partial)Child$1,001 – $15Kannual
2017-01-05MA College Portfolio Sale (Partial)Child$1,001 – $15Kannual
2017-01-05MA Aggressive Growth Sale (Partial)Child$1,001 – $15Kannual
2017-01-05MA Moderate Growth Sale (Partial)Child$1,001 – $15Kannual
2016-12-30Now U Sale (Partial)Child$1,001 – $15Kannual
2016-12-14Fidelity Blue Chip Partial (FBGRX) Sale (Partial)Child$1,001 – $15Kannual
2016-08-02MA Portfolio 2015 Sale (Partial)Child$1,001 – $15Kannual
2016-08-02MA Agressive Growth Sale (Partial)Child$1,001 – $15Kannual
2016-08-02MA Moderate Growth Sale (Partial)Child$1,001 – $15Kannual
2016-06-28MA Moderate Growth Sale (Partial)Child$15K – $50Kannual
2015-09-26Fidelity Blue Chip Growth Sale (Full)Child$1,001 – $15Kannual
2015-08-16MA Moderate Growth Sale (Partial)Child$15K – $50Kannual
2015-07-13MA Moderate Growth Sale (Partial)Child$15K – $50Kannual

Financial disclosures

14 reports

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

FiledReportEntries
Apr 30, 2025Termination Report for 01/03/202536
Jan 13, 2025Termination Report for 2025 Due Date Extension 10
May 15, 2024Annual Report for Calendar 202324
May 15, 2023Annual Report for Calendar 20221
May 15, 2023Annual Report (Amendment)scan
May 16, 2022Annual Report for Calendar 20215
May 17, 2021Annual Report for Calendar 20202
Aug 13, 2020Annual Report for Calendar 20191
Apr 16, 2020Annual Report for 2019 Due Date Extension 10
May 15, 2019Annual Report for Calendar 201811
May 15, 2018Annual Report for Calendar 20177
May 15, 2018Periodic Transaction Report for 05/15/20181
May 15, 2017Annual Report for Calendar 20166
May 16, 2016Annual Report for Calendar 20153