Bill Cassidy R
Republican senator from Louisiana, serving since Jan 6, 2015. Up for re-election in 2026.
- Energy and Natural Resources
- Finance
- Health, Education, Labor, and Pensions · Chairman
- Veterans' Affairs
Among all 100 senators
Each dot is a senator; Cassidy 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
$6.7M
2023–24
$4.1M
2021–22
$2.5M
See the data
| Period | Raised | Individuals | PACs | Parties | Own money | Spent | Cash | Outside for | Outside against |
|---|---|---|---|---|---|---|---|---|---|
| 2025–26 | $6,701,121 | $2,178,504 | $1,739,510 | $62,000 | $0 | $12,596,343 | $685,196 | $597,710 | $543,120 |
| 2023–24 | $4,060,477 | $1,494,319 | $1,051,619 | $0 | $0 | $681,168 | $6,580,418 | $22,390 | $0 |
| 2021–22 | $2,537,358 | $1,486,213 | $477,592 | $0 | $0 | $973,926 | $3,201,109 | $0 | $8,333 |
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 Louisiana versus everywhere else, each period.
- From Louisiana
- From out of state
2025–26
$2.5M
2023–24
$1.4M
2021–22
$1.3M
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
$35K
WELSH CARSON ANDERSON & STOWE
$33K
GALLIANO MARINE SERVICE LLC
$33K
APOLLO
$33K
NEW YORK CANCER & BLOOD SPECIALISTS
$29K
TEXAS ONCOLOGY
$26K
NEUBERGER BERMAN
$24K
MONTGOMERY CAPITAL INC
$22K
BOUDREAUXS NEW DRUG STORE
$21K
LTC PHARMACY MANAGEMENT LLC
$20K
FULL SAIL UNIVERSITY
$20K
ANDREESSEN HOROWITZ
$20K
The largest donors, and the numbers
| Period | Itemized | Contributions | From LA | Retired donors |
|---|---|---|---|---|
| 2025–26 | $2,486,418 | 2,002 | 13% | 19% |
| 2023–24 | $1,417,358 | 1,917 | 19% | 16% |
| 2021–22 | $1,336,339 | 1,923 | 19% | 21% |
| Donor | Where | Employer, occupation | Total |
|---|---|---|---|
| YAWITZ, JESS B. MR. | SAINT LOUIS, MO | RETIRED, RETIRED | $19,800 |
| BUERGER, ALAN | FORT WASHINGTON, PA | MONTGOMERY CAPITAL INC, EXECUTIVE | $12,386 |
| ROUSSEL, LOUIS J. III | METAIRIE, LA | SELF-EMPLOYED, HORSE TRAINER | $11,600 |
| WEINER, KANE | HOUSTON, TX | TEXAS CRUDE ENERGY LLC, PRESIDENT | $10,619 |
| DOERR, ANN | SAN CARLOS, CA | HOMEMAKER, HOMEMAKER | $10,500 |
| DOERR, JOHN | SAN CARLOS, CA | KLEINER PERKINS, INVESTOR | $10,500 |
| JONES, REGINALD L. III | GREENWICH, CT | GREENBRIAR EQUITY GROUP, FOUNDER | $10,500 |
| LEVENTHAL, ALAN | CHESTNUT HILL, MA | BEACON CAPITAL PARTNERS, FOUNDER | $10,500 |
| MARCUS, PAUL R. | BOSTON, MA | MARCUS PARTNERS, CEO | $10,500 |
| MASSEY, JON G. MR. | FOLSOM, LA | SELF-EMPLOYED, ATTORNEY | $10,500 |
| VIDRINE, JESSE | LAKE CHARLES, LA | BOUDREAUXS NEW DRUG STORE, OWNER | $10,500 |
| VIDRINE, KYLEE | LAKE CHARLES, LA | BOUDREAUXS NEW DRUG STORE, OWNER | $10,500 |
| WALTON, ALICE L. | BENTONVILLE, AR | SELF-EMPLOYED, PHILANTHROPIST | $10,500 |
| WALTON, JAMES C. | BENTONVILLE, AR | ARVEST BANK, BANKING | $10,500 |
| SHERRILL, STEPHEN C. | NEW YORK, NY | BRICKMANN ROSSER SHERRILL & CO., FINANCE | $10,100 |
| DRESCHER, STEPHANIE | NEW YORK, NY | APOLLO GLOBAL MANAGEMENT, PARTNER | $10,000 |
| FAULKNER, JUDITH R. | MOUNT HOREB, WI | EPIC SYSTEMS, CEO | $10,000 |
| KARPEN, ESTHER | BROOKLYN, NY | SELF-EMPLOYED, PHYSICIAN | $10,000 |
| MOURAD, MAJIDA M. | WASHINGTON, DC | TELLURIAN INC., VICE PRESIDENT GOVERNMENT AFFAIRS | $10,000 |
| SOUKI, CHARIF MR. | ASPEN, CO | TELLURIAN, CEO | $10,000 |
| STUHL, LEAH | BROOKLYN, NY | HOMEMAKER, HOMEMAKER | $10,000 |
| ROSE, DEEDIE | DALLAS, TX | CARDINAL INVESTMENT COMPANY INC., INVESTOR | $9,906 |
| JAYASINGHE, SAMAN K. DR. | BATON ROUGE, LA | SELF-EMPLOYED, PHYSICIAN | $9,900 |
| KARP, ALEXANDER C. | BEDFORD, NH | PALANTIR TECHNOLOGIES, CEO | $9,900 |
| MANDELBLATT, DANIELLE | ASPEN, CO | DMM PROPRIETA MANAGEMENT, MANAGER | $9,900 |
Their biggest PAC and party givers
YOUNG VICTORY COMMITTEE
$62K
USACS PAC
$15K
CONQUERING CANCER PAC
$13K
$11K
All 25
| Committee | Connected organization | Total | Gifts |
|---|---|---|---|
| NRSC | YOUNG VICTORY COMMITTEE | $62,000 | 1 |
| USACS PAC | NONE | $15,000 | 5 |
| SELECT MEDICAL CORPORATION PAC | SELECT MEDICAL CORPORATION | $15,000 | 8 |
| LUMEXA IMAGING PAC | LUMEXA IMAGING, INC. | $15,000 | 3 |
| ENTERGY CORPORATION EMPLOYEE POLITICAL ACTION COMMITTEE (ENPAC) | ENTERGY CORPORATION | $13,000 | 10 |
| HEALTHCARE DISTRIBUTION ALLIANCE POLITICAL ACTION COMMITTEE | HEALTHCARE DISTRIBUTION ALLIANCE | $12,500 | 5 |
| CONQUERING CANCER PAC | NONE | $12,500 | 4 |
| BLUE SHIELD OF CALIFORNIA PAC (SHIELD PAC) | BLUEPAC - BLUE CROSS BLUE SHIELD ASSOCIATION PAC | $11,800 | 5 |
| TRUCKING POLITICAL ACTION COMMITTEE OF THE AMERICAN TRUCKING ASSOCIATIONS INC. | AMERICAN TRUCKING ASSOCIATIONS INC. | $11,700 | 15 |
| THE CIGNA GROUP EMPLOYEE POLITICAL ACTION COMMITTEE | THE CIGNA GROUP | $10,500 | 4 |
| DATAVANT PAC | DATAVANT | $10,500 | 3 |
| WESTROCK POLITICAL ACTION COMMITTEE | WESTROCK COMPANY | $10,000 | 2 |
| USA RICE FEDERATION PAC | USA RICE FEDERATION | $10,000 | 2 |
| TRUE NORTH PAC | SULLIVAN | $10,000 | 2 |
| TOMORROW IS MEANINGFUL PAC | SCOTT | $10,000 | 2 |
| THE HAWKEYE PAC | GOLDFINCH PAC | $10,000 | 4 |
| THE CONTINUUM FUND, ZACHRY HOLDINGS, INC. POLITICAL ACTION COMMITTEE | ZACHRY HOLDINGS INC. | $10,000 | 2 |
| TEACHERS INSURANCE ANNUITY ASSOCIATION OF AMERICA PAC (TIAA PAC) | TEACHERS INSURANCE ANNUITY ASSOCIATION OF AMERICA | $10,000 | 5 |
| SUNRUN INC POLITICAL ACTION COMMITTEE (SUNRUN PAC) | SUNRUN INC. | $10,000 | 2 |
| RESPONSIBILITY AND FREEDOM WORK PAC (RFWPAC) | WICKER VICTORY COMMITTEE | $10,000 | 2 |
| R SENATE PAC | $10,000 | 2 | |
| PAC FOR AMERICA | PAC FOR AMERICA 2 | $10,000 | 2 |
| LOUISIANA RICE POLITICAL ACTION COMMITTEE, INC. | LOUISIANA RICE POLITICAL ACTION COMMITTEE, INC. | $10,000 | 4 |
| LOCKHEED MARTIN CORPORATION EMPLOYEES' POLITICAL ACTION COMMITTEE | LOCKHEED MARTIN CORPORATION | $10,000 | 5 |
| LEADERSHIP AND ACCOUNTABILITY ARE NATIONAL KEYS PAC | FAMILIES FOR JAMES LANKFORD | $10,000 | 2 |
Outside spending for and against them
- Against them
- For them
All of it
$1.2M
Who spent it
CLEARPATH ACTION FUND, INC.
$598K
MAHA PAC
$543K
LOUISIANA LEGACY PAC
$22K
DRAIN THE DC SWAMP PAC
$8,333
EARLY VOTE ACTION PAC
$82
See the data
| Spender | For or against | Total | Reports |
|---|---|---|---|
| CLEARPATH ACTION FUND, INC. | for | $597,710 | 4 |
| MAHA PAC | against | $543,038 | 11 |
| LOUISIANA LEGACY PAC | for | $22,390 | 10 |
| DRAIN THE DC SWAMP PAC | against | $8,333 | 1 |
| EARLY VOTE ACTION PAC | against | $82 | 2 |
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).
$90K
$65K
$56K
All 25
| Registrant | Total | Items | First | Latest |
|---|---|---|---|---|
| SELECT MEDICAL HOLDINGS CORPORATION | $130,000 | 18 | Dec 1, 2021 | Jun 15, 2022 |
| K&L GATES, LLP | $89,500 | 58 | Sep 14, 2022 | Jan 29, 2026 |
| ENVISION HEALTHCARE | $86,000 | 26 | Dec 27, 2021 | May 15, 2025 |
| AMEDISYS, INC. | $65,000 | 10 | Dec 14, 2021 | Jan 10, 2024 |
| AMGEN, INC. | $55,546 | 21 | Mar 26, 2021 | Feb 19, 2026 |
| BROWNSTEIN HYATT FARBER SCHRECK, LLP | $55,400 | 40 | Aug 11, 2023 | Mar 26, 2026 |
| TARPLIN, DOWNS & YOUNG, LLC | $52,000 | 15 | Apr 21, 2021 | Feb 24, 2026 |
| THE PICARD GROUP, LLC | $47,750 | 25 | Apr 20, 2021 | Jan 19, 2026 |
| HOLLAND & KNIGHT LLP | $45,500 | 10 | Jan 28, 2025 | Apr 30, 2026 |
| THE FRIEDKIN GROUP, INC. | $40,000 | 9 | Mar 15, 2022 | Oct 25, 2024 |
| AMERICAN CLINICAL LABORATORY ASSN | $39,500 | 19 | Feb 14, 2024 | Feb 20, 2025 |
| FAEGRE DRINKER BIDDLE & REATH LLP | $35,500 | 21 | Sep 14, 2022 | Mar 29, 2026 |
| JONES WALKER, LLP | $34,750 | 21 | Jan 26, 2021 | Apr 8, 2026 |
| ADAMS AND REESE, LLP | $34,500 | 12 | Oct 27, 2022 | Dec 15, 2024 |
| ALSTON & BIRD LLP | $34,250 | 21 | May 3, 2023 | Mar 26, 2026 |
| AMERICAN OPTOMETRIC ASSOCIATION | $32,000 | 9 | Sep 16, 2021 | Sep 25, 2025 |
| MCDERMOTT+ LLC | $31,500 | 14 | Sep 20, 2023 | Mar 23, 2026 |
| COMMUNITY ONCOLOGY ALLIANCE | $31,000 | 8 | Feb 7, 2023 | Jun 27, 2025 |
| BGR GOVERNMENT AFFAIRS | $29,014 | 22 | Jun 24, 2021 | Mar 3, 2026 |
| ELI LILLY AND COMPANY | $27,500 | 8 | Mar 16, 2022 | Feb 16, 2026 |
| ASTRAZENECA PHARMACEUTICALS LP | $27,500 | 12 | May 21, 2021 | Feb 26, 2026 |
| AICPA ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS | $27,500 | 8 | Oct 29, 2021 | Jan 20, 2026 |
| AMERICAN COLLEGE OF RADIOLOGY ASSOCIATION | $25,500 | 7 | Jun 30, 2021 | Dec 17, 2025 |
| NATIONAL MULTIFAMILY HOUSING COUNCIL, INC. | $25,000 | 5 | Jul 14, 2021 | May 15, 2025 |
| MORTGAGE BANKERS ASSOCIATION | $25,000 | 6 | Aug 24, 2021 | Mar 28, 2025 |
How they've voted lately
Their last 150 roll calls in the 119th Congress, oldest to newest.
- Yea
- Nay
- Not voting
- Against their party
Apr 28, 2026Sep 30, 2026
On the most-lobbied bills
How many clients' lobbying reports named each bill; the bar's color is their vote on its deciding roll call.
H.R. 1
An act to provide for reconciliation pursuant to title II of H. Con. R…
3,419 clients
H.R. 5376
An act to provide for reconciliation pursuant to title II of S. Con. R…
3,169 clients
H.R. 1319
American Rescue Plan Act of 2021
2,160 clients
H.R. 3684
Infrastructure Investment and Jobs Act
2,036 clients
H.R. 2617
Consolidated Appropriations Act, 2023
1,900 clients
H.R. 2471
Consolidated Appropriations Act, 2022
1,154 clients
S. 1260
United States Innovation and Competition Act of 2021
1,029 clients
H.R. 2670
National Defense Authorization Act for Fiscal Year 2024
959 clients
H.R. 4521
Strategic Competition Act of 2021
875 clients
S. 2296
National Defense Authorization Act for Fiscal Year 2026
863 clients
H.R. 4350
National Defense Authorization Act for Fiscal Year 2022
856 clients
S. 4784
National Defense Authorization Act for Fiscal Year 2027
848 clients
S.Con.Res. 14
A concurrent resolution setting forth the congressional budget for the…
836 clients
H.R. 1968
Full-Year Continuing Appropriations and Extensions Act, 2025
812 clients
S. 2226
National Defense Authorization Act for Fiscal Year 2024
745 clients
Every vote
| Date | Question | Measure | Vote | Result |
|---|---|---|---|---|
| Sep 30, 2026 | On the Nomination | PN1129 Keith Sonderling, of Florida, to be Secretary of Labor | yea | Nomination Confirmed |
| Sep 30, 2026 | On the Cloture Motion | PN1129 Keith Sonderling, of Florida, to be Secretary of Labor | yea | Cloture Motion Agreed to |
| Sep 30, 2026 | On Cloture on the Motion to Proceed | H.R. 9340 A bill to amend the Public Utility Regulatory Policies Act of 1978 to establish a Federal standard relating to the recovery of the full, inc | yea | Cloture on the Motion to Proceed Rejected |
| Sep 30, 2026 | On Cloture on the Motion to Proceed | H.R. 7008 A bill to amend chapter 131 of title 5 to require certain restrictions on stocks for Members of Congress and their spouses and dependents, a | yea | Cloture on the Motion to Proceed Rejected |
| Sep 29, 2026 | On the Motion to Discharge | S.Res. 852 A resolution requesting information on Israel's human rights practices pursuant to section 502B(c) of the Foreign Assistance Act of 1961. | not voting | Motion to Discharge Rejected |
| Sep 29, 2026 | On the Motion to Proceed | S.J.Res. 197 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Cent | nay | Motion to Proceed Rejected |
| Sep 28, 2026 | On Passage of the Bill | S. 4668 A bill to protect the name, image, and likeness rights of, and provide protections for, student athletes and to promote fair competition amo | yea | Bill Passed |
| Sep 28, 2026 | On the Amendment | S. 4668 To establish certain standards with respect to coaches of varsity sports teams. | nay | Amendment Rejected |
| Sep 28, 2026 | On the Amendment | S. 4668 To increase the limitation on funding for post-eligibility insurance and catastrophic injury for student athletes. | nay | Amendment Rejected |
| Sep 28, 2026 | On the Amendment | S. 4668 To limit price increases for college athletics tickets. | nay | Amendment Rejected |
| Sep 28, 2026 | On the Amendment | S. 4668 To improve the bill. | nay | Amendment Rejected |
| Sep 28, 2026 | On the Amendment | S. 4668 To modify the provision relating to the relationship of this Act to existing law. | yea | Amendment Agreed to |
| Sep 24, 2026 | On the Concurrent Resolution | H.Con.Res. 89 A concurrent resolution directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces | nay | Concurrent Resolution Rejected |
| Sep 24, 2026 | On the Cloture Motion | S. 4668 A bill to protect the name, image, and likeness rights of, and provide protections for, student athletes and to promote fair competition amo | yea | Cloture Motion Agreed to |
| Sep 24, 2026 | On the Amendment | S. 4668 In the nature of a substitute. | yea | Amendment Agreed to |
| Sep 23, 2026 | On the Nomination | PN9991 Angela Veronica Colmenero, of Texas, to be United States District Judge for the Southern District of Texas | yea | Nomination Confirmed |
| Sep 22, 2026 | On the Cloture Motion | S. 4668 In the nature of a substitute. | not voting | Cloture Motion Agreed to |
| Sep 22, 2026 | On the Cloture Motion | PN9991 Angela Veronica Colmenero, of Texas, to be United States District Judge for the Southern District of Texas | not voting | Cloture Motion Agreed to |
| Sep 17, 2026 | On the Nomination | PN9994 Kasdin Miller Mitchell, of Texas, to be United States District Judge for the Northern District of Texas | yea | Nomination Confirmed |
| Sep 17, 2026 | On the Cloture Motion | PN9994 Kasdin Miller Mitchell, of Texas, to be United States District Judge for the Northern District of Texas | yea | Cloture Motion Agreed to |
| Sep 17, 2026 | On the Motion to Proceed | S. 4668 A bill to protect the name, image, and likeness rights of, and provide protections for, student athletes and to promote fair competition amo | yea | Motion to Proceed Agreed to |
| Sep 15, 2026 | On Cloture on the Motion to Proceed | S. 4668 A bill to protect the name, image, and likeness rights of, and provide protections for, student athletes and to promote fair competition amo | yea | Cloture on the Motion to Proceed Agreed to |
| Sep 15, 2026 | On Cloture on the Motion to Proceed | H.R. 3633 To provide for a system of regulation of the offer and sale of digital commodities by the Securities and Exchange Commission and the Commodi | yea | Cloture on the Motion to Proceed Rejected |
| Sep 15, 2026 | On the Nomination | PN10933 Matthew R. Byrne, of Ohio, to be United States District Judge for the Southern District of Ohio | yea | Nomination Confirmed |
| Sep 14, 2026 | On the Cloture Motion | PN10933 Matthew R. Byrne, of Ohio, to be United States District Judge for the Southern District of Ohio | yea | Cloture Motion Agreed to |
| Aug 8, 2026 | On Cloture on the Motion to Proceed | S. 5271 A bill to amend the Help America Vote Act of 2002 to require voters to provide photo identification. | yea | Cloture on the Motion to Proceed Rejected |
| Aug 8, 2026 | On the Nomination | PN1078 Todd Blanche, of Florida, to be Attorney General | yea | Nomination Confirmed |
| Aug 8, 2026 | On the Cloture Motion | PN1078 Todd Blanche, of Florida, to be Attorney General | yea | Cloture Motion Agreed to |
| Aug 8, 2026 | On Passage of the Bill | H.R. 6500 An act making continuing appropriations and extensions for fiscal year 2027, and for other purposes. | nay | Bill Passed |
| Aug 8, 2026 | On the Motion to Table | H.R. 6500 To strike section 2019. | nay | Motion to Table Agreed to |
| Aug 7, 2026 | On the Cloture Motion | H.R. 6500 In the nature of a substitute. | nay | Cloture Motion Agreed to |
| Aug 7, 2026 | On the Nomination | PN73011 Francis Brooke, of Virginia, to be Deputy Secretary of the Treasury; and George McMaster, of South Carolina, to be an Assistant Secretary of | yea | Nomination Confirmed |
| Aug 7, 2026 | On Passage of the Bill | H.R. 5334 An act to impose sanctions and other measures with respect to the Russian Federation, as championed by the late Senator Lindsey O. Graham, a | yea | Bill Passed |
| Aug 7, 2026 | On the Amendment | H.R. 5334 To strike the provision relating to duties on countries that purchase Russian-origin crude oil or natural gas or facilitate sanctions evasio | yeaagainst party | Amendment Rejected |
| Aug 5, 2026 | On the Motion to Proceed | S.J.Res. 187 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Envi | nay | Motion to Proceed Rejected |
| Aug 5, 2026 | On the Cloture Motion | PN73011 Francis Brooke, of Virginia, to be Deputy Secretary of the Treasury; and George McMaster, of South Carolina, to be an Assistant Secretary of | yea | Cloture Motion Agreed to |
| Aug 5, 2026 | On the Nomination | PN932 Erica Schwartz, of Florida, to be Director of the Centers for Disease Control and Prevention | yea | Nomination Confirmed |
| Aug 5, 2026 | On the Cloture Motion | PN932 Erica Schwartz, of Florida, to be Director of the Centers for Disease Control and Prevention | yea | Cloture Motion Agreed to |
| Aug 3, 2026 | On Cloture on the Motion to Proceed | H.R. 6500 A bill to extend duty-free treatment provided with respect to imports from certain countries in Africa under the African Growth and Opportun | yea | Cloture on the Motion to Proceed Agreed to |
| Jul 30, 2026 | On the Resolution | S.Res. 817 An executive resolution authorizing the en bloc consideration in Executive Session of certain nominations on the Executive Calendar. | yea | Resolution Agreed to |
| Jul 30, 2026 | On the Motion to Discharge | S.J.Res. 181 A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that | nay | Motion to Discharge Rejected |
| Jul 30, 2026 | On the Motion to Proceed | S.J.Res. 199 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Depa | nay | Motion to Proceed Rejected |
| Jul 29, 2026 | On the Cloture Motion | S.Res. 817 An executive resolution authorizing the en bloc consideration in Executive Session of certain nominations on the Executive Calendar. | yea | Cloture Motion Agreed to |
| Jul 29, 2026 | On the Motion to Proceed | H.R. 5334 A bill to amend the Internal Revenue Code of 1986 to allow early childhood educators to take the educator expense deduction, and for other p | yea | Motion to Proceed Agreed to |
| Jul 28, 2026 | On Cloture on the Motion to Proceed | H.R. 5334 A bill to amend the Internal Revenue Code of 1986 to allow early childhood educators to take the educator expense deduction, and for other p | yea | Cloture on the Motion to Proceed Agreed to |
| Jul 28, 2026 | On the Nomination | PN1092 Walter Clayton, of New York, to be Director of National Intelligence | yea | Nomination Confirmed |
| Jul 27, 2026 | On the Cloture Motion | PN1092 Walter Clayton, of New York, to be Director of National Intelligence | yea | Cloture Motion Agreed to |
| Jul 23, 2026 | On the Nomination | PN9995 Antonio M. Pozos, of Pennsylvania, to be United States District Judge for the Eastern District of Pennsylvania | yea | Nomination Confirmed |
| Jul 23, 2026 | On the Nomination | PN9996 Daniel Mack Traynor, of North Dakota, to be United States Circuit Judge for the Eighth Circuit | yea | Nomination Confirmed |
| Jul 23, 2026 | On the Motion to Discharge | S.J.Res. 180 A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that | nay | Motion to Discharge Rejected |
| Jul 22, 2026 | On the Cloture Motion | PN9996 Daniel Mack Traynor, of North Dakota, to be United States Circuit Judge for the Eighth Circuit | yea | Cloture Motion Agreed to |
| Jul 22, 2026 | On the Cloture Motion | PN9995 Antonio M. Pozos, of Pennsylvania, to be United States District Judge for the Eastern District of Pennsylvania | yea | Cloture Motion Agreed to |
| Jul 22, 2026 | On the Nomination | PN9993 Michael C. Martin, of Michigan, to be United States District Judge for the Eastern District of Michigan | yea | Nomination Confirmed |
| Jul 22, 2026 | On the Cloture Motion | PN9993 Michael C. Martin, of Michigan, to be United States District Judge for the Eastern District of Michigan | yea | Cloture Motion Agreed to |
| Jul 22, 2026 | On the Nomination | PN9381 Benjamin M. Flowers, of Ohio, to be United States Circuit Judge for the Sixth Circuit | yea | Nomination Confirmed |
| Jul 21, 2026 | On the Nomination | PN8518 Kara Marie Westercamp, of Virginia, to be a Judge of the United States Court of International Trade | yea | Nomination Confirmed |
| Jul 20, 2026 | On the Cloture Motion | PN9381 Benjamin M. Flowers, of Ohio, to be United States Circuit Judge for the Sixth Circuit | yea | Cloture Motion Agreed to |
| Jul 16, 2026 | On the Motion to Proceed | S.J.Res. 198 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Cent | nay | Motion to Proceed Rejected |
| Jul 16, 2026 | On the Cloture Motion | PN8518 Kara Marie Westercamp, of Virginia, to be a Judge of the United States Court of International Trade | yea | Cloture Motion Agreed to |
| Jul 15, 2026 | On the Nomination | PN9304 Jeffrey T. Kuntz, of Florida, to be United States District Judge for the Southern District of Florida | yea | Nomination Confirmed |
| Jul 15, 2026 | On the Cloture Motion | PN9304 Jeffrey T. Kuntz, of Florida, to be United States District Judge for the Southern District of Florida | yea | Cloture Motion Agreed to |
| Jul 14, 2026 | On Cloture on the Motion to Proceed | S. 4784 An original bill to authorize appropriations for fiscal year 2027 for military activities of the Department of Defense, for military constru | yea | Cloture on the Motion to Proceed Rejected |
| Jul 14, 2026 | On the Nomination | PN9382 Matthew A. Schwartz, of New York, to be United States Circuit Judge for the Second Circuit | yea | Nomination Confirmed |
| Jul 13, 2026 | On the Nomination | PN9303 Arthur Roberts Jones, of Texas, to be United States District Judge for the Southern District of Texas | yea | Nomination Confirmed |
| Jun 24, 2026 | On the Motion to Proceed | S.J.Res. 185 A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that | nay | Motion to Proceed Rejected |
| Jun 24, 2026 | On the Cloture Motion | PN9382 Matthew A. Schwartz, of New York, to be United States Circuit Judge for the Second Circuit | yea | Cloture Motion Agreed to |
| Jun 24, 2026 | On the Motion to Proceed | S.J.Res. 196 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Depa | nay | Motion to Proceed Rejected |
| Jun 24, 2026 | On the Cloture Motion | PN9303 Arthur Roberts Jones, of Texas, to be United States District Judge for the Southern District of Texas | not voting | Cloture Motion Agreed to |
| Jun 24, 2026 | On the Nomination | PN9302 Michael J. Hendershot, of Ohio, to be United States District Judge for the Northern District of Ohio | not voting | Nomination Confirmed |
| Jun 24, 2026 | On the Cloture Motion | PN9302 Michael J. Hendershot, of Ohio, to be United States District Judge for the Northern District of Ohio | yea | Cloture Motion Agreed to |
| Jun 24, 2026 | On the Nomination | PN9307 John George Edward Marck, of Texas, to be United States District Judge for the Southern District of Texas | yea | Nomination Confirmed |
| Jun 24, 2026 | On the Cloture Motion | PN9307 John George Edward Marck, of Texas, to be United States District Judge for the Southern District of Texas | yea | Cloture Motion Agreed to |
| Jun 23, 2026 | On the Concurrent Resolution | H.Con.Res. 86 A concurrent resolution directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces | yeaagainst party | Concurrent Resolution Agreed to |
| Jun 23, 2026 | On the Nomination | PN8593 Darrell Owens, of Pennsylvania, to be U.S. Representative to the Organization for Security and Cooperation in Europe, with the rank of Ambas | yea | Nomination Confirmed |
| Jun 22, 2026 | On the Motion | H.R. 6644 A bill a bill to increase the supply of housing in America, and for other purposes. | yea | Motion Agreed to |
| Jun 18, 2026 | On the Nomination | PN73033 George Holding, of North Carolina, to be United States Director of the European Bank for Reconstruction and Development | yea | Nomination Confirmed |
| Jun 18, 2026 | On the Cloture Motion | H.R. 6644 A bill a bill to increase the supply of housing in America, and for other purposes. | yea | Cloture Motion Agreed to |
| Jun 17, 2026 | On the Motion to Discharge | S.Res. 616 A resolution requesting information on Honduras's human rights practices pursuant to section 502B(c) of the Foreign Assistance Act of 1961. | yeaagainst party | Motion to Discharge Rejected |
| Jun 17, 2026 | On the Cloture Motion | PN73033 George Holding, of North Carolina, to be United States Director of the European Bank for Reconstruction and Development | yea | Cloture Motion Agreed to |
| Jun 17, 2026 | On the Nomination | PN9018 Michelle Steel, of California, to be Ambassador to the Republic of Korea | yea | Nomination Confirmed |
| Jun 17, 2026 | On the Cloture Motion | PN9018 Michelle Steel, of California, to be Ambassador to the Republic of Korea | yea | Cloture Motion Agreed to |
| Jun 16, 2026 | On the Motion to Proceed | H.R. 6644 A bill a bill to increase the supply of housing in America, and for other purposes. | yea | Motion to Proceed Agreed to |
| Jun 16, 2026 | On the Motion to Discharge | S.J.Res. 172 A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that | yeaagainst party | Motion to Discharge Rejected |
| Jun 16, 2026 | On the Motion to Proceed | S.J.Res. 190 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Exec | nay | Motion to Proceed Rejected |
| Jun 15, 2026 | On the Nomination | PN8517 Justin D. Smith, of Missouri, to be United States Circuit Judge for the Eighth Circuit | yea | Nomination Confirmed |
| Jun 11, 2026 | On the Cloture Motion | PN8517 Justin D. Smith, of Missouri, to be United States Circuit Judge for the Eighth Circuit | yea | Cloture Motion Agreed to |
| Jun 11, 2026 | On the Nomination | PN9014 Brock Dahl, of Maryland, to be Legal Adviser of the Department of State | yea | Nomination Confirmed |
| Jun 10, 2026 | On the Cloture Motion | PN9014 Brock Dahl, of Maryland, to be Legal Adviser of the Department of State | yea | Cloture Motion Agreed to |
| Jun 10, 2026 | On the Nomination | PN8515 Anthony J. Powell, of Kansas, to be United States District Judge for the District of Kansas | yea | Nomination Confirmed |
| Jun 10, 2026 | On the Cloture Motion | PN8515 Anthony J. Powell, of Kansas, to be United States District Judge for the District of Kansas | yea | Cloture Motion Agreed to |
| Jun 9, 2026 | On the Nomination | PN8514 Anthony W. Mattivi, of Kansas, to be United States District Judge for the District of Kansas | yea | Nomination Confirmed |
| Jun 8, 2026 | On the Cloture Motion | PN8514 Anthony W. Mattivi, of Kansas, to be United States District Judge for the District of Kansas | yea | Cloture Motion Agreed to |
| Jun 5, 2026 | On the Motion to Proceed | S. 1318 A bill to direct the American Battle Monuments Commission to establish a program to identify American-Jewish servicemembers buried in United | yea | Motion to Proceed Rejected |
| Jun 5, 2026 | On Passage of the Bill | S. 2 An original bill to provide for reconciliation pursuant to title II of S. Con. Res. 33. | yea | Bill Passed |
| Jun 5, 2026 | On the Motion | S. 2 To provide for limitations on judgments, awards, and compromise settlements under section 1304 of title 31, United States Code. | yeaagainst party | Motion Rejected |
| Jun 5, 2026 | On the Motion | S. 2 To prohibit the use of funds to provide payments to certain individuals. | yeaagainst party | Motion Rejected |
| Jun 5, 2026 | On the Amendment | S. 2 To appropriate amounts for local law enforcement hiring programs. | nay | Amendment Rejected |
| Jun 5, 2026 | On the Motion | S. 2 To provide compensation to law enforcement officers who defended the United States Capitol during the events that occurred at or near the Un | yeaagainst party | Motion Rejected |
| Jun 5, 2026 | On the Motion | S. 2 To prohibit the Department of Justice from using taxpayer funds to make settlement payments to individuals convicted of assaulting law enfor | yeaagainst party | Motion Rejected |
| Jun 5, 2026 | On the Amendment | S. 2 To make appropriations for transparency and accountability. | nay | Amendment Rejected |
| Jun 5, 2026 | On the Amendment | S. 2 To make funds available for the timely adjudication of DACA renewal applications. | nay | Amendment Rejected |
| Jun 5, 2026 | On the Amendment | S. 2 To rescind unobligated balances under the One Big Beautiful Bill Act. | nay | Amendment Rejected |
| Jun 5, 2026 | On the Amendment | S. 2 To transfer amounts for youth mentoring programs of the Department of Justice. | nay | Amendment Rejected |
| Jun 5, 2026 | On the Motion | S. 2 An original bill to provide for reconciliation pursuant to title II of S. Con. Res. 33. | nay | Motion Rejected |
| Jun 5, 2026 | On the Motion | S. 2 To repurpose funds previously appropriated for U.S. Immigration and Customs Enforcement for the timely processing of DACA applications and r | nay | Motion Rejected |
| Jun 5, 2026 | On the Motion | S. 2 To ensure only citizens are registered to vote in elections for Federal office, and to require voters to provide photo identification. | yea | Motion Rejected |
| Jun 4, 2026 | On the Motion | S. 2 To support the work performed by the Immigration Detention Ombudsman. | nay | Motion Rejected |
| Jun 4, 2026 | On the Motion | S. 2 To redirect funding for U.S. Immigration and Customs Enforcement to the Child Care and Development Block Grant program. | nay | Motion Rejected |
| Jun 4, 2026 | On the Motion | S. 2 To place reasonable limits on contributions to Super PACs which make independent expenditures. | nay | Motion Rejected |
| Jun 4, 2026 | On the Motion | S. 2 An original bill to provide for reconciliation pursuant to title II of S. Con. Res. 33. | nay | Motion Rejected |
| Jun 4, 2026 | On the Motion | S. 2 To make appropriations for the conduct of inspections of the Delaney Hall Detention Facility. | nay | Motion Rejected |
| Jun 4, 2026 | On the Motion | S. 2 To prohibit the distribution of Federal funds to individuals convicted of certain crimes. | yeaagainst party | Motion Rejected |
| Jun 4, 2026 | On the Motion | S. 2 To ensure only citizens are registered to vote in elections for Federal office, and to require voters to provide photo identification, and f | yea | Motion Rejected |
| Jun 4, 2026 | On the Motion | S. 2 To prohibit an individual from acting as Director of National Intelligence if such individual is simultaneously serving as the head of any o | yeaagainst party | Motion Rejected |
| Jun 4, 2026 | On the Motion | S. 2 To help build 7,000,000 new homes. | nay | Motion Rejected |
| Jun 4, 2026 | On the Motion | S. 2 An original bill to provide for reconciliation pursuant to title II of S. Con. Res. 33. | nay | Motion Rejected |
| Jun 4, 2026 | On the Motion | S. 2 To provide funding for the HOME Investment Partnerships program. | nay | Motion Rejected |
| Jun 4, 2026 | On the Motion | S. 2 To provide a clarification relating to, and to prohibit the use of funds for, the White House Ballroom. | yeaagainst party | Motion Rejected |
| Jun 4, 2026 | On the Motion | S. 2 To reallocate funds that would have been used for the Anti-Weaponization Fund to fraud enforcement. | yea | Motion Rejected |
| Jun 4, 2026 | On the Motion | S. 2 An original bill to provide for reconciliation pursuant to title II of S. Con. Res. 33. | nay | Motion Rejected |
| Jun 3, 2026 | On the Motion to Proceed | S. 2 An original bill to provide for reconciliation pursuant to title II of S. Con. Res. 33. | yea | Motion to Proceed Agreed to |
| Jun 3, 2026 | On the Motion to Proceed | S.J.Res. 188 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Envi | nay | Motion to Proceed Rejected |
| Jun 2, 2026 | On the Nomination | PN8512 Jeffrey M. Kuhlman, of Kansas, to be United States District Judge for the District of Kansas | yea | Nomination Confirmed |
| Jun 2, 2026 | On the Cloture Motion | PN8512 Jeffrey M. Kuhlman, of Kansas, to be United States District Judge for the District of Kansas | yea | Cloture Motion Agreed to |
| Jun 2, 2026 | On the Nomination | PN8513 Kathleen S. Lane, of Montana, to be United States District Judge for the District of Montana | yea | Nomination Confirmed |
| Jun 1, 2026 | On the Cloture Motion | PN8513 Kathleen S. Lane, of Montana, to be United States District Judge for the District of Montana | yea | Cloture Motion Agreed to |
| May 20, 2026 | On the Nomination | PN8516 Evan Rikhye, of the Virgin Islands, to be Judge for the District Court of the Virgin Islands for a term of ten years | yea | Nomination Confirmed |
| May 19, 2026 | On the Motion to Discharge | S.J.Res. 185 A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that | yeaagainst party | Motion to Discharge Agreed to |
| May 19, 2026 | On the Cloture Motion | PN8516 Evan Rikhye, of the Virgin Islands, to be Judge for the District Court of the Virgin Islands for a term of ten years | yea | Cloture Motion Agreed to |
| May 19, 2026 | On the Nomination | PN8511 Sheria Akins Clarke, of South Carolina, to be United States District Judge for the District of South Carolina | yea | Nomination Confirmed |
| May 19, 2026 | On the Cloture Motion | PN8511 Sheria Akins Clarke, of South Carolina, to be United States District Judge for the District of South Carolina | yea | Cloture Motion Agreed to |
| May 18, 2026 | On the Nomination | PN7261 Catherine Dillon, of Maryland, to be an Assistant Secretary of State (Educational and Cultural Affairs); and Ademola Adewale-Sadik, of New Y | yea | Nomination Confirmed |
| May 14, 2026 | On the Cloture Motion | PN8061 Andrew Benson, of Maine, to be United States Attorney for the District of Maine for the term of four years; and William Boyle, of North Caro | not voting | Cloture Motion Agreed to |
| May 13, 2026 | On the Motion to Proceed | S.J.Res. 130 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Bure | nay | Motion to Proceed Rejected |
| May 13, 2026 | On the Motion to Proceed | S.J.Res. 141 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by Bureau o | yeaagainst party | Motion to Proceed Rejected |
| May 13, 2026 | On the Motion to Proceed | S.J.Res. 132 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Bure | nay | Motion to Proceed Rejected |
| May 13, 2026 | On the Nomination | PN8551 Kevin Warsh, of Florida, to be Chairman of the Board of Governors of the Federal Reserve System for a term of four years | yea | Nomination Confirmed |
| May 13, 2026 | On Cloture on the Motion to Proceed | S.Res. 526 A resolution withholding the pay of Senators if a Government shutdown occurs. | yea | Cloture on the Motion to Proceed Agreed to |
| May 13, 2026 | On the Motion to Discharge | S.J.Res. 163 A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that | nay | Motion to Discharge Rejected |
| May 12, 2026 | On the Cloture Motion | PN8551 Kevin Warsh, of Florida, to be Chairman of the Board of Governors of the Federal Reserve System for a term of four years | yea | Cloture Motion Agreed to |
| May 12, 2026 | On the Nomination | PN8552 Kevin Warsh, of Florida, to be a Member of the Board of Governors of the Federal Reserve System for a term of fourteen years from February 1 | yea | Nomination Confirmed |
| May 11, 2026 | On the Cloture Motion | PN8552 Kevin Warsh, of Florida, to be a Member of the Board of Governors of the Federal Reserve System for a term of fourteen years from February 1 | yea | Cloture Motion Agreed to |
| May 11, 2026 | On the Resolution | S.Res. 690 An executive resolution authorizing the en bloc consideration in Executive Session of certain nominations on the Executive Calendar. | yea | Resolution Agreed to |
| Apr 30, 2026 | On the Motion to Discharge | S.J.Res. 184 A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that | nay | Motion to Discharge Rejected |
| Apr 30, 2026 | On the Cloture Motion | S.Res. 690 An executive resolution authorizing the en bloc consideration in Executive Session of certain nominations on the Executive Calendar. | yea | Cloture Motion Agreed to |
| Apr 29, 2026 | On the Motion to Proceed | S.J.Res. 99 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by U.S. Cit | nay | Motion to Proceed Rejected |
| Apr 29, 2026 | On the Motion to Proceed | S.J.Res. 139 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Envi | nay | Motion to Proceed Rejected |
| Apr 29, 2026 | On the Nomination | PN73014 Robert Cekada, of Florida, to be Director, Bureau of Alcohol, Tobacco, Firearms, and Explosives | yea | Nomination Confirmed |
| Apr 28, 2026 | On the Point of Order | S.J.Res. 124 A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Republic of Cuba that have not | yea | Point of Order Well Taken |
| Apr 28, 2026 | On the Motion to Proceed | S.Res. 690 An executive resolution authorizing the en bloc consideration in Executive Session of certain nominations on the Executive Calendar. | yea | Motion to Proceed Agreed to |
What they sponsor bills about
119th Congress: 122 sponsored, 1 became law · 118th Congress: 95 sponsored, 0 became law · 117th Congress: 64 sponsored, 1 became law
Their bills
| Bill | Latest action |
|---|---|
| S. 331Public Law 119-26 HALT Fentanyl Act | Jul 16, 2025 Became Public Law No: 119-26. |
| S. 415Public Law 117-9 A bill to amend the Federal Food, Drug, and Cosmetic Act with respect to the scope of new chemical exclusivity. | Apr 23, 2021 Became Public Law No: 117-9. |
| S.Res. 933 A resolution expressing support for the designation of October 2026 as "National Dyslexia Awareness Month". | Sep 30, 2026 Referred to the Committee on Health, Education, Labor, and Pensions. (text: CR S5267) |
| S. 5503 Taxpayer Funded Compensation Accountability Act | Sep 24, 2026 Read twice and referred to the Committee on Homeland Security and Governmental Affairs. |
| S. 5505 Safe and Fair Elections Act of 2026 | Sep 24, 2026 Read twice and referred to the Committee on Rules and Administration. |
| S. 5513 Domestic Manufacturing Revitalization Act of 2026 | Sep 24, 2026 Read twice and referred to the Committee on Finance. |
| S. 5420 A bill to amend the Internal Revenue Code of 1986 to increase the qualified elementary and secondary education scholarsh | Sep 17, 2026 Read twice and referred to the Committee on Finance. |
| S. 5421 A bill to amend the Internal Revenue Code of 1986 to eliminate the State opt-in requirement for the qualified elementary | Sep 17, 2026 Read twice and referred to the Committee on Finance. |
| S.Res. 832 A resolution establishing a process to assure the long-term fiscal stability of the Federal Old-Age and Survivors Insura | Aug 6, 2026 Referred to the Committee on Finance. (text: CR S4521-4523) |
| S. 5258 PREFERRED Screening Act | Aug 5, 2026 Read twice and referred to the Committee on Finance. |
| S. 5062 FAIR DME Appeals Act | Jul 22, 2026 Read twice and referred to the Committee on Finance. |
| S. 5038 Special Education Administration Protection Act | Jul 21, 2026 Read twice and referred to the Committee on Health, Education, Labor, and Pensions. |
| S. 5013 Veteran Acquired Brain Injury Caregiving Act | Jul 16, 2026 Read twice and referred to the Committee on Veterans' Affairs. |
| S. 5014 Veteran Suicide Spousal Career Services Act | Jul 16, 2026 Read twice and referred to the Committee on Veterans' Affairs. |
| S. 4963 Outpatient Surgery Access Act of 2026 | Jul 14, 2026 Read twice and referred to the Committee on Finance. |
| S. 4959 STOP Child Care Fraud Act | Jul 14, 2026 Read twice and referred to the Committee on Health, Education, Labor, and Pensions. |
| S. 4965 Railroad Retirement Board Stability Act | Aug 4, 2026 Placed on Senate Legislative Calendar under General Orders. Calendar No. 540. |
| S. 4945 Home Market Restoration Act of 2026 | Jul 13, 2026 Read twice and referred to the Committee on Finance. |
| S.Res. 783 A resolution expressing support for the designation of June 11, 2026, as "Anti-Illicit Trade Awareness Day". | Jun 22, 2026 Submitted in the Senate, considered, and agreed to without amendment and with a preamble by Unanimous Consent. |
| S.Res. 757 A resolution designating June 11, 2026, as "National Seersucker Day", designating every subsequent Thursday through the | Jun 8, 2026 Submitted in the Senate, considered, and agreed to without amendment and with a preamble by Unanimous Consent. |
| S. 4689 READ Act | Aug 6, 2026 Placed on Senate Legislative Calendar under General Orders. Calendar No. 549. |
| S. 4678 SIMS Act | Jun 3, 2026 Read twice and referred to the Committee on the Judiciary. |
| S. 4584 Norma Ruth Criswell Carpenter & Clovis C. Criswell Grant Parish Restoration Act of 2026 | May 20, 2026 Read twice and referred to the Committee on Finance. |
| S. 4251 Mined in America Act of 2026 | Mar 26, 2026 Read twice and referred to the Committee on Finance. |
| S. 4427 Heat Workforce Standards Act of 2026 | Apr 29, 2026 Read twice and referred to the Committee on Health, Education, Labor, and Pensions. |
| Congress | Sponsored | Became law | Cosponsored |
|---|---|---|---|
| 119th | 122 | 1 | 344 |
| 118th | 95 | 0 | 435 |
| 117th | 64 | 1 | 348 |
24 former staff now lobbying
JEFF LUCAS
TODD STRATEGY GROUP
77 clients
ROBB WALTON
BGR GOVERNMENT AFFAIRS
63 clients
ROBERT BUTORA
WILLIAMS AND JENSEN, PLLC
24 clients
ALEX DERISO
COZEN O'CONNOR PUBLIC STRATEGIES
17 clients
CHRISTOPHER GILLOTT
INVARIANT LLC
16 clients
SARAH ALEXANDER
MINDSET ADVOCACY, LLC
15 clients
KEVIN DAWSON
STANTON PARK GROUP
15 clients
MANDAR JADHAV
NATIONAL ASSOCIATION OF COMMUNITY HEALTH CENTERS
1 client
BLAKE SCHINDLER
BERKSHIRE HATHAWAY ENERGY
1 client
AMANDA LINCOLN
BLUE CROSS AND BLUE SHIELD ASSOCIATION
1 client
MATTHEW TUTEN
KING & SPALDING LLP
1 client
GARY HAGLUND
NATIONAL FOREIGN TRADE COUNCIL, INC
1 client
PAMELA DAVIDSON
ASSOCIATION OF AMERICAN UNIVERSITIES
1 client
MATTHEW GALLIVAN
LEAVITT PARTNERS, LLC
1 client
GARY HAGLUND
ALLIANCE FOR AUTOMOTIVE INNOVATION
1 client
DAVID TIMMONS
NATIONAL TAXPAYERS UNION
1 client
BRIAN LOOSER
EDWARDS LIFESCIENCES, LLC
1 client
KALI LINDSEY
PYXIS PARTNERS, LLC
1 client
DARIEN FLOWERS
BLUFF POINT STRATEGIES LLC
1 client
MARLENE PUTHIYATH
PYXIS PARTNERS, LLC
1 client
DARIEN FLOWERS
FLEXPORT, INC.
1 client
OWEN MORGAN
INTERNATIONAL MOTORS, LLC (FORMERLY NAVISTAR, INC.)
1 client
ROBERT BUTORA
CVS HEALTH (AND SUBSIDIARIES)
1 client
MARIA SIERRA
NATIONAL ASSOCIATION OF MANUFACTURERS
1 client
See the data
| Lobbyist | Former position, as they list it | Firms | Clients | Years |
|---|---|---|---|---|
| JEFF LUCAS | Health Policy Advisor, Senator Bill Cassidy; Legislative Assistant/Sr. Legislative Assistant/Legislative Correspondent, Representative Larry Bucshon | TODD STRATEGY GROUP | 77 | 2021–2025 |
| ROBB WALTON | Senior Health Policy Advisor and Counsel Sen Cassidy; Advisor Rep. Cassidy; Research Asst., Staff Asst., Intern on Senate HELP, Ranking Member, Sen. Enzi; Intern to Rep. Nunes | BGR GOVERNMENT AFFAIRS | 63 | 2021–2026 |
| ROBERT BUTORA | Health Policy Advisor, Senator Bill Cassidy; Senior Health Policy Advisor, Representative Leonard Lance, Health Legislative Assistant, Representative Michael Burgess | WILLIAMS AND JENSEN, PLLC | 24 | 2025–2026 |
| ALEX DERISO | Senior Legislative Assistant; Congressman Troy Balderson; Healthcare and Oversight Counsel, Committee on Aging Health Policy; Fellow, Senator Bill Cassidy | COZEN O'CONNOR PUBLIC STRATEGIES | 17 | 2026 |
| CHRISTOPHER GILLOTT | Sen. Bill Cassidy: Deputy Chief of Staff, Policy (2018-2021); Legislative Dir (2013-2021); Sr Legislative Asst (2013); Rep. Bobby Jindal: Leg. Dir (2007-2008); Sr Legislative Asst (2005-2007); Sen. Kay Bailey Hutchison: Leg Aide (2003-2005) | INVARIANT LLC | 16 | 2021–2025 |
| SARAH ALEXANDER | Energy and Coastal Policy Advisor, Sen. Bill Cassidy; Professional Staff Member, House Energy and Commerce Committee | MINDSET ADVOCACY, LLC | 15 | 2025–2026 |
| KEVIN DAWSON | Chief of Staff, Congressman Mike Kelly; Health Policy Advisor, Senator Bill Cassidy; Professional Staff Member, Senate Committee on the Budget | STANTON PARK GROUP | 15 | 2026 |
| MANDAR JADHAV | Health Policy Advisor - Sen. HELP Committee; Policy Advisor - Sen. Bill Cassidy | NATIONAL ASSOCIATION OF COMMUNITY HEALTH CENTERS | 1 | 2023–2026 |
| BLAKE SCHINDLER | Senator David Vitter (R-LA) Staff Assistant/Legislative Correspondent April 2011 - May 2014,Senator Bill Cassidy (R-LA) (then Representative Bill Cassidy (R-LA)) Legislative Assistant May 2014-December 2014,Senator Bill Cassidy (R-LA) Policy Advisor | BERKSHIRE HATHAWAY ENERGY | 1 | 2023–2026 |
| AMANDA LINCOLN | Staff Dir Sen. Bill Cassidy; Policy Advisor Sen. Susan Collins; Health Policy Advisor Sen. Bill Cassidy; Leg Dir, Sen. Mike Enzi; Staff Member for Sen. Mike Enzi, Rep. Mark Walker, Sen. Susan Collins; Leg Asst Rep. Meehan; Fellow Rep. Michael Burgess | BLUE CROSS AND BLUE SHIELD ASSOCIATION | 1 | 2026 |
| MATTHEW TUTEN | Chief Counsel for the U.S. Senate Committee on Health, Education, Labor, and Pensions (HELP), Chaired by Sen. Bill Cassidy, R-La. ETHICS RESTRICTION: No Senate Lobbying. | KING & SPALDING LLP | 1 | 2026 |
| GARY HAGLUND | Policy Adviser, Sen. Cassidy (Apr 2023-Mar 2025); House Budget Cmte. (May 2016-February 2021): Intern (May 2016-Feb 2017), Staff Assistant (Feb 2017-Jan 2018), Policy Adviser (February 2018-May 2021); Intern, Rep. Tiberi (Mar-Apr 2016). | NATIONAL FOREIGN TRADE COUNCIL, INC | 1 | 2026 |
| PAMELA DAVIDSON | Prof. Staff, Senate HELP Committee, 2019-21; Senior Policy Advisor, Sen Bill Cassidy, 2015-19; Prof. Staff/Leg. Asst, House Ed & Workforce Comm., 1997-2007; Leg. Asst, Rep Jon Christensen, 1995-97; Leg. Asst, Rep Tom Delay, 1992-95 | ASSOCIATION OF AMERICAN UNIVERSITIES | 1 | 2022–2025 |
| MATTHEW GALLIVAN | Staff Assistant, Legislative Correspondent/Legislative Assistant, Senior Legislative Assistant - Rep. Erik Paulsen; Health Policy Director - Senator Bill Cassidy | LEAVITT PARTNERS, LLC | 1 | 2023–2025 |
| GARY HAGLUND | U.S. House Bud. Comm.: Staff Asst., Policy Adv. (2017- 2021); Sen. Bill Cassidy, M.D.: Policy Adv. (2023-2025) | ALLIANCE FOR AUTOMOTIVE INNOVATION | 1 | 2025 |
| DAVID TIMMONS | Office of Sen. Bill Cassidy | NATIONAL TAXPAYERS UNION | 1 | 2025 |
| BRIAN LOOSER | Pol. Ad. (Sen. Bill Cassidy, LA) LD (Rep. John Shimkus, IL-15) Sr Policy Advisor (Sen. Mark Kirk, IL) LA (Rep. Judy Biggert, IL-13) Leg. Corr./LA (Rep. Michele Bachmann, MN-06) Staff Asst./Leg. Corr.(Rep. Dennis Hastert, IL-14) | EDWARDS LIFESCIENCES, LLC | 1 | 2022–2024 |
| KALI LINDSEY | Senator Cassidy, Senator Jeanne Shaheen | PYXIS PARTNERS, LLC | 1 | 2024 |
| DARIEN FLOWERS | Deputy Policy Director, Senate Commerce Committee, PSM, Senate Commerce Committee, Senior Advisor, USDOT, Special Assistant, USDOT, Leg Aide, Office of Sen. Bill Cassidy, Research Assistant, Senate HSGAC | BLUFF POINT STRATEGIES LLC | 1 | 2023–2024 |
| MARLENE PUTHIYATH | Rep. Donald Payne, Sen. Bill Cassidy, Rep. Robert Aderholt | PYXIS PARTNERS, LLC | 1 | 2023 |
| DARIEN FLOWERS | Deputy Policy Director, Committee on Commerce, Science, and Transportation (Senate); Senior Advisor, Under Secretary of Transportation for Policy; Legislative Aide (Sen. Cassidy, M.D.); Research Assistant, Committee on Homeland Security (Senate) | FLEXPORT, INC. | 1 | 2022–2023 |
| OWEN MORGAN | Legislative Assistant to Sen. Bill Cassidy (R-LA) May 2020 - May 2022 | INTERNATIONAL MOTORS, LLC (FORMERLY NAVISTAR, INC.) | 1 | 2023 |
| ROBERT BUTORA | Health Policy Advisor, Senator Bill Cassidy; Health Legislative Assistant, Rep. Mike Burgess; Senior Health Policy Advisor, Rep. Leonard Lance | CVS HEALTH (AND SUBSIDIARIES) | 1 | 2021 |
| MARIA SIERRA | Policy Advisor, Sen. Bill Cassidy | NATIONAL ASSOCIATION OF MANUFACTURERS | 1 | 2021 |
Subcommittees
- Health, Education, Labor, and Pensions: Education and the American Family · Ex Officio
- Health, Education, Labor, and Pensions: Employment and Workplace Safety · Ex Officio
- Energy and Natural Resources: Energy
- Finance: Fiscal Responsibility and Economic Growth
- Finance: Health Care
- Energy and Natural Resources: National Parks
- Health, Education, Labor, and Pensions: Primary Health and Retirement Security · Ex Officio
- Finance: Taxation and IRS Oversight
- Energy and Natural Resources: Water and Power
Holdings and trades
−$1.9M – −$681Knet worth, 2025 report
827trades on their reports
19 of 144trades reported after 45 days
28 daystypical time to report a trade
0reports filed on paper
7filing 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
TIAA - CREF Traditional
Mutual Funds · Self · in TIAA- CREF Retirement
$100K+
Green Tree 95-8 B2 Financial Corporation
Corporate Securities · Spouse · in Wells Fargo IRA #3
$1,001+
Green Tree 95-10 B2 Financial Corporation
Corporate Securities · Spouse · in Wells Fargo IRA #3
$1,001+
Wells Fargo
Bank Deposit · Spouse · in Wells Fargo IRA #3
$1,001+
TIAA Traditional
Mutual Funds · Spouse · in TIAA Traditional
$1,001+
Wells Fargo
Bank Deposit · Self · in Wells Fargo IRA #1
$0+
Countrywide 05-17 1X2 Adjustable Rate Callable
Corporate Securities · Spouse · in Wells Fargo IRA #3
$0+
Green Tree 1996-6 B2
Corporate Securities · Spouse · in Wells Fargo IRA #3
$0+
Green Tree 97-7 B2
Corporate Securities · Spouse · in Wells Fargo IRA #3
$0+
Green Tree 97-3 B2
Corporate Securities · Spouse · in Wells Fargo IRA #3
$0+
Green Tree 98-2 B2
Corporate Securities · Spouse · in Wells Fargo IRA #3
$0+
Green Tree 98-3 B2
Corporate Securities · Spouse · in Wells Fargo IRA #3
$0+
Their 14 largest holdings, as a table
| Asset | Kind | Owner | Value | Income |
|---|---|---|---|---|
| TIAA - CREF Traditional in TIAA- CREF Retirement | Mutual Funds | Self | $100K – $250K | None: $0 – $200 |
| Green Tree 95-8 B2 Financial Corporation in Wells Fargo IRA #3 | Corporate Securities | Spouse | $1,001 – $15K | None: $0 – $200 |
| Green Tree 95-10 B2 Financial Corporation in Wells Fargo IRA #3 | Corporate Securities | Spouse | $1,001 – $15K | None: $0 – $200 |
| Wells Fargo in Wells Fargo IRA #3 | Bank Deposit | Spouse | $1,001 – $15K | None: $0 – $200 |
| TIAA Traditional in TIAA Traditional | Mutual Funds | Spouse | $1,001 – $15K | None: $0 – $200 |
| Wells Fargo in Wells Fargo IRA #1 | Bank Deposit | Self | $0 – $1,000 | None: $0 – $200 |
| Countrywide 05-17 1X2 Adjustable Rate Callable in Wells Fargo IRA #3 | Corporate Securities | Spouse | $0 – $1,000 | None: $0 – $200 |
| Green Tree 1996-6 B2 in Wells Fargo IRA #3 | Corporate Securities | Spouse | $0 – $1,000 | None: $0 – $200 |
| Green Tree 97-7 B2 in Wells Fargo IRA #3 | Corporate Securities | Spouse | $0 – $1,000 | None: $0 – $200 |
| Green Tree 97-3 B2 in Wells Fargo IRA #3 | Corporate Securities | Spouse | $0 – $1,000 | None: $0 – $200 |
| Green Tree 98-2 B2 in Wells Fargo IRA #3 | Corporate Securities | Spouse | $0 – $1,000 | None: $0 – $200 |
| Green Tree 98-3 B2 in Wells Fargo IRA #3 | Corporate Securities | Spouse | $0 – $1,000 | None: $0 – $200 |
| Countrywide 05-27 1X2 in Wells Fargo IRA #3 | Corporate Securities | Spouse | $0 – $1,000 | None: $0 – $200 |
| Cwalt 05-27 1X1 in Wells Fargo IRA #3 | Corporate Securities | Spouse | $0 – $1,000 | None: $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
T. Rowe Price Capital Appreciation Fund (PRWCX)
2014–2023 · $151K – $1.2M
67 trades
First Eagle Global Fund Class I (SGIIX)
2015–2024 · $132K – $1.1M
62 trades
American Funds Global Balanced Fd Cl F-2 (GBLFX)
2015–2023 · $147K – $1.0M
56 trades
Vanguard Wellesley Income Fund Admiral Shares (VWIAX)
2018–2024 · $181K – $1.0M
48 trades
Amg Yacktman Fund - Class I (YACKX)
2015–2023 · $88K – $795K
46 trades
IVA Worldwide Fund Class I (IVWIX)
2015–2021 · $149K – $885K
44 trades
Invesco Developing Markets Fund Class Y (ODVYX)
2018–2023 · $67K – $655K
39 trades
JPMorgan Income Builder Fund Class I Shares (JNBSX)
2014–2019 · $140K – $625K
28 trades
Vanguard Mid-Cap ETF (VO)
2019–2022 · $98K – $595K
28 trades
Janus Henderson Balanced Fund - I Shares (JBALX)
2021–2023 · $126K – $640K
27 trades
Their latest 300 of 827 trades
| Date | Asset | Trade | Owner | Amount | Days to report |
|---|---|---|---|---|---|
| 2024-01-29 | Vanguard Wellesley Income Fund Admiral Shares | Sale (Full) | Self | $1,001 – $15K | annual |
| 2024-01-29 | First Eagle Global Fund Class I | Sale (Full) | Self | $1,001 – $15K | annual |
| 2023-12-26 | American Funds Global Balanced Fd Cl F-2 | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2023-11-27 | T. Rowe Price Capital Appreciation Fund | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2023-10-27 | T. Rowe Price Capital Appreciation Fund | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2023-09-27 | Janus Henderson Balanced Fund - I Shares | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2023-08-30 | Invesco Developing Markets Fund Class Y | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2023-08-30 | Amg Yacktman Fund - Class I | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2023-08-29 | Vanguard Small-Cap ETF | Sale (Full) | Self | $1,001 – $15K | annual |
| 2023-06-01 | Vanguard Small-Cap ETF | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2023-06-01 | T. Rowe Price Capital Appreciation Fund | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2023-06-01 | Janus Henderson Balanced Fund - I Shares | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2023-06-01 | Invesco Developing Markets Fund Class Y | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2023-06-01 | Invesco Developing Markets Fund Class Y | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2023-06-01 | First Eagle Global Fund Class I | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2023-06-01 | American Funds Global Balanced Fd Cl F-2 | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2023-06-01 | Amg Yacktman Fund - Class I | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2023-03-30 | Invesco Developing Markets Fund Class Y | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2023-03-29 | Invesco Developing Markets Fund Class Y | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2023-01-31 | Vanguard Small-Cap ETF | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2023-01-31 | Vanguard Wellesley Income Fund Admiral Shares | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2023-01-31 | Janus Henderson Balanced Fund - I Shares | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2023-01-31 | Invesco Developing Markets Fund Class Y | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2023-01-31 | First Eagle Global Fund Class I | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2023-01-31 | American Funds Global Balanced Fd Cl F-2 | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2023-01-31 | Amg Yacktman Fund - Class I | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2023-01-27 | T. Rowe Price Capital Appreciation Fund | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2023-01-27 | T. Rowe Price Capital Appreciation Fund | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2023-01-27 | Invesco Developing Markets Fund Class Y | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2023-01-03 | Vanguard Wellesley Income Fund Admiral Shares | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2023-01-03 | Invesco Developing Markets Fund Class Y | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-12-27 | Vanguard Mid-Cap ETF | Sale (Full) | Self | $1,001 – $15K | annual |
| 2022-12-23 | T. Rowe Price Blue Chip Growth Fund Inc. | Sale (Full) | Self | $1,001 – $15K | annual |
| 2022-12-23 | Janus Henderson Balanced Fund - I Shares | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-12-22 | Aberdeen Standard Bloomberg All Commodity Strategy | Sale (Full) | Self | $1,001 – $15K | annual |
| 2022-11-30 | Vanguard Mid-Cap ETF | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-11-30 | Vanguard Wellesley Income Fund Admiral Shares | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-11-30 | First Eagle Global Fund Class I | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-10-07 | Vanguard Small-Cap ETF | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-10-07 | Vanguard Mid-Cap ETF | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-10-06 | Vanguard Wellesley Income Fund Admiral Shares | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-10-06 | T. Rowe Price Capital Appreciation Fund | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-10-06 | Janus Henderson Balanced Fund - I Shares | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-10-06 | Invesco Developing Markets Fund Class Y | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-10-06 | First Eagle Global Fund Class I | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-10-06 | American Funds Global Balanced Fd Cl F-2 | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-10-06 | Amg Yacktman Fund - Class I | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-09-28 | American Funds Global Balanced Fd Cl F-2 | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-08-29 | Janus Henderson Balanced Fund - I Shares | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-08-05 | Vanguard Mid-Cap ETF | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-08-04 | T. Rowe Price Capital Appreciation Fund | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-08-04 | Janus Henderson Balanced Fund - I Shares | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-08-04 | American Funds Global Balanced Fd Cl F-2 | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-07-28 | Janus Henderson Balanced Fund - I Shares | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-07-18 | Vanguard Small-Cap ETF | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-07-18 | Vanguard Mid-Cap ETF | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-07-15 | Vanguard Wellesley Income Fund Admiral Shares | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-07-15 | T. Rowe Price Capital Appreciation Fund | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-07-15 | Janus Henderson Balanced Fund - I Shares | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-07-15 | Invesco Developing Markets Fund Class Y | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-07-15 | First Eagle Global Fund Class I | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-07-15 | Amg Yacktman Fund - Class I | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-07-14 | American Funds Global Balanced Fd Cl F-2 | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-06-29 | Vanguard Wellesley Income Fund Admiral Shares | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-06-29 | T. Rowe Price Capital Appreciation Fund | Sale (Partial) | Self | $15K – $50K | annual |
| 2022-06-08 | Vanguard Small-Cap ETF | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-06-08 | Vanguard Mid-Cap ETF | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-06-07 | Vanguard Wellesley Income Fund Admiral Shares | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-06-07 | T. Rowe Price Capital Appreciation Fund | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-06-07 | Janus Henderson Balanced Fund - I Shares | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-06-07 | Invesco Developing Markets Fund Class Y | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-06-07 | First Eagle Global Fund Class I | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-06-07 | American Funds Global Balanced Fd Cl F-2 | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-06-07 | Amg Yacktman Fund - Class I | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-04-11 | iShares TIPS Bond ETF | Purchase | Self | $1,001 – $15K | annual |
| 2022-04-11 | abrdn Bloomberg All Commodity Strategy K-1 Free ET | Purchase | Self | $1,001 – $15K | annual |
| 2022-04-11 | Vanguard Mid-Cap ETF | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-04-11 | Vanguard Russell 2000 ETF | Sale (Full) | Self | $15K – $50K | annual |
| 2022-04-08 | T. Rowe Price Blue Chip Growth Fund Inc. | Purchase | Self | $1,001 – $15K | annual |
| 2022-04-08 | Janus Henderson Balanced Fund - I Shares | Purchase | Self | $1,001 – $15K | annual |
| 2022-04-08 | Amg Yacktman Fund - Class I | Purchase | Self | $1,001 – $15K | annual |
| 2022-04-08 | Vanguard Small-Cap ETF | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-04-08 | Vanguard Mid-Cap ETF | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-04-08 | Vanguard Russell 2000 ETF | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-04-08 | Invesco Developing Markets Fund Class Y | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-04-08 | First Eagle Global Fund Class I | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-04-07 | Vanguard Wellesley Income Fund Admiral Shares | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-04-07 | T. Rowe Price Blue Chip Growth Fund Inc. | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-04-07 | Janus Henderson Balanced Fund - I Shares | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-04-07 | Invesco Developing Markets Fund Class Y | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-04-07 | First Eagle Global Fund Class I | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-04-07 | American Funds Global Balanced Fd Cl F-2 | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-04-07 | Amg Yacktman Fund - Class I | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-03-29 | T. Rowe Price Capital Appreciation Fund | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-03-07 | Vanguard Small-Cap ETF | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-03-07 | Vanguard Mid-Cap ETF | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-03-07 | Vanguard Russell 2000 ETF | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-03-04 | Vanguard Wellesley Income Fund Admiral Shares | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-03-04 | T. Rowe Price Capital Appreciation Fund | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-03-04 | Janus Henderson Balanced Fund - I Shares | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-03-04 | Invesco Developing Markets Fund Class Y | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-03-04 | First Eagle Global Fund Class I | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-03-04 | American Funds Global Balanced Fd Cl F-2 | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-03-04 | Amg Yacktman Fund - Class I | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-02-24 | Vanguard Wellesley Income Fund Admiral Shares | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-02-24 | T. Rowe Price Capital Appreciation Fund | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-02-24 | First Eagle Global Fund Class I | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-02-24 | American Funds Global Balanced Fd Cl F-2 | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-01-20 | Vanguard Wellesley Income Fund Admiral Shares | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-01-20 | T. Rowe Price Capital Appreciation Fund | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-01-20 | Janus Henderson Balanced Fund - I Shares | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-01-20 | Invesco Developing Markets Fund Class Y | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-01-20 | First Eagle Global Fund Class I | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-01-20 | American Funds Global Balanced Fd Cl F-2 | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-01-11 | Janus Henderson Balanced Fund - I Shares | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-01-10 | Vanguard Small-Cap ETF | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-01-10 | Vanguard Mid-Cap ETF | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-01-07 | Janus Henderson Balanced Fund - I Shares | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-12-28 | Vanguard Mid-Cap ETF | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-12-28 | Janus Henderson Balanced Fund - I Shares | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-12-20 | Vanguard Mid-Cap ETF | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-12-20 | T. Rowe Price Capital Appreciation Fund | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-12-20 | Janus Henderson Balanced Fund - I Shares | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-12-20 | American Funds Global Balanced Fd Cl F-2 | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-11-29 | Janus Henderson Balanced Fund - I Shares | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-11-29 | Vanguard Small-Cap ETF | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-11-29 | Vanguard Mid-Cap ETF | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-11-29 | Vanguard Wellesley Income Fund Admiral Shares | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-11-29 | Vanguard Russell 2000 ETF | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-11-29 | T. Rowe Price Blue Chip Growth Fund Inc. | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-11-29 | T. Rowe Price Capital Appreciation Fund | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-11-29 | Invesco Oppenheimer Developing Markets Fund Clas | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-11-29 | First Eagle Global Fund Class I | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-11-29 | American Funds Global Balanced Fd Cl F-2 | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-11-29 | Amg Yacktman Fund - Class I | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-10-19 | Vanguard Small-Cap ETF | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-10-19 | Vanguard Mid-Cap ETF | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-10-19 | Vanguard Russell 2000 ETF | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-10-19 | Janus Henderson Balanced Fund - I Shares | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-10-19 | Invesco Oppenheimer Developing Markets Fund Clas | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-10-19 | First Eagle Global Fund Class I | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-10-19 | American Funds Global Balanced Fd Cl F-2 | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-10-19 | Amg Yacktman Fund - Class I | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-09-07 | Vanguard Wellesley Income Fund Admiral Shares | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-09-07 | T. Rowe Price Capital Appreciation Fund | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-09-07 | Janus Henderson Balanced Fund - I Shares | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-09-07 | American Funds Global Balanced Fd Cl F-2 | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-07-27 | Vanguard Small-Cap ETF | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-07-27 | Vanguard Mid-Cap ETF | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-07-27 | Vanguard Russell 2000 ETF | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-07-27 | T. Rowe Price Blue Chip Growth Fund Inc. | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-07-27 | T. Rowe Price Capital Appreciation Fund | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-07-27 | Janus Henderson Balanced Fund - I Shares | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-07-27 | Invesco Oppenheimer Developing Markets Fund Clas | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-07-27 | First Eagle Global Fund Class I | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-07-27 | American Funds Global Balanced Fd Cl F-2 | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-07-27 | Amg Yacktman Fund - Class I | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-06-30 | Vanguard Small-Cap ETF | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-06-30 | Vanguard Mid-Cap ETF | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-06-30 | Vanguard Wellesley Income Fund Admiral Shares | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-06-30 | Vanguard Russell 2000 ETF | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-06-30 | T. Rowe Price Capital Appreciation Fund | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-06-30 | Janus Henderson Balanced Fund - I Shares | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-06-30 | Invesco Oppenheimer Developing Markets Fund Clas | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-06-30 | First Eagle Global Fund Class I | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-06-30 | American Funds Global Balanced Fd Cl F-2 | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-06-30 | Amg Yacktman Fund - Class I | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-06-28 | Vanguard Wellesley Income Fund Admiral Shares | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-06-28 | T. Rowe Price Capital Appreciation Fund | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-06-28 | Janus Henderson Balanced Fund - I Shares | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-06-22 | T. Rowe Price Capital Appreciation Fund | Sale (Partial) | Self | $15K – $50K | annual |
| 2021-06-17 | Janus Henderson Balanced Fund - I Shares | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-06-17 | American Funds Global Balanced Fd Cl F-2 | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-05-13 | Vanguard Wellesley Income Fund Admiral Shares | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-05-12 | Vanguard Small-Cap ETF | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-05-12 | Vanguard Mid-Cap ETF | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-05-12 | Vanguard Russell 2000 ETF | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-05-12 | T. Rowe Price Blue Chip Growth Fund Inc. | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-05-12 | T. Rowe Price Capital Appreciation Fund | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-05-12 | Janus Henderson Balanced Fund - I Shares | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-05-12 | Invesco Oppenheimer Developing Markets Fund Clas | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-05-12 | First Eagle Global Fund Class I | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-05-12 | American Funds Global Balanced Fd Cl F-2 | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-05-12 | Amg Yacktman Fund - Class I | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-03-30 | Invesco Oppenheimer Developing Markets Fund Clas | Purchase | Self | $15K – $50K | annual |
| 2021-03-30 | Janus Henderson Balanced Fund - I Shares | Purchase | Self | $100K – $250K | annual |
| 2021-03-30 | Vanguard Russell 2000 ETF | Purchase | Self | $15K – $50K | annual |
| 2021-03-30 | Vanguard Small-Cap ETF | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-03-30 | Vanguard Mid-Cap ETF | Sale (Partial) | Self | $15K – $50K | annual |
| 2021-03-30 | Vanguard Wellesley Income Fund Admiral Shares | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-03-30 | T. Rowe Price Blue Chip Growth Fund Inc. | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-03-30 | Iva Worldwide Fund Class I | Sale (Full) | Self | $50K – $100K | annual |
| 2021-03-30 | First Eagle Global Fund Class I | Sale (Partial) | Self | $15K – $50K | annual |
| 2021-03-30 | American Funds Global Balanced Fd Cl F-2 | Sale (Partial) | Self | $15K – $50K | annual |
| 2021-03-30 | Amg Yacktman Fund - Class I | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2020-11-05 | American Funds Global Balanced Fd Cl F-2 | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2020-11-05 | Amg Yacktman Fund - Class I | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2020-11-05 | Eaton Vance Atlanta Capital Smid-Cap Fund Class | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2020-11-05 | First Eagle Global Fund Class I | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2020-11-05 | Invesco Oppenheimer Developing Markets Fund Clas | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2020-11-05 | Iva Worldwide Fund Class I | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2020-11-05 | T. Rowe Price Capital Appreciation Fund | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2020-11-05 | T. Rowe Price Blue Chip Growth Fund Inc. | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2020-11-05 | Vanguard Wellesley Income Fund Admiral Shares | Sale (Full) | Spouse | $15K – $50K | annual |
| 2020-11-05 | Vanguard Mid-Cap ETF | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2020-11-05 | Vanguard Small-Cap ETF | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2020-11-05 | Amgen Inc. | Sale (Full) | Spouse | $1,001 – $15K | 33 |
| 2020-11-05 | Apple Inc. | Sale (Full) | Spouse | $1,001 – $15K | 33 |
| 2020-11-05 | BlackRock, Inc. | Sale (Full) | Spouse | $1,001 – $15K | 33 |
| 2020-11-05 | CVS Health Corporation | Sale (Full) | Spouse | $1,001 – $15K | 33 |
| 2020-11-05 | Cisco Systems, Inc. | Sale (Full) | Spouse | $1,001 – $15K | 33 |
| 2020-11-05 | Comcast Corporation | Sale (Full) | Spouse | $1,001 – $15K | 33 |
| 2020-11-05 | The Walt Disney Company | Sale (Full) | Spouse | $1,001 – $15K | 33 |
| 2020-11-05 | Dow Inc. | Sale (Full) | Spouse | $1,001 – $15K | 33 |
| 2020-11-05 | International Business Machines Corporation | Sale (Full) | Spouse | $1,001 – $15K | 33 |
| 2020-11-05 | Lowe's Companies, Inc. | Sale (Full) | Spouse | $1,001 – $15K | 33 |
| 2020-11-05 | Medtronic plc | Sale (Full) | Spouse | $1,001 – $15K | 33 |
| 2020-11-05 | Microsoft Corporation | Sale (Full) | Spouse | $1,001 – $15K | 33 |
| 2020-11-05 | JPMorgan Chase & Co. | Sale (Full) | Spouse | $1,001 – $15K | 33 |
| 2020-11-05 | The Procter & Gamble Company | Sale (Full) | Spouse | $1,001 – $15K | 33 |
| 2020-11-05 | Prologis, Inc. | Sale (Full) | Spouse | $1,001 – $15K | 33 |
| 2020-11-05 | Starbucks Corporation | Sale (Full) | Spouse | $1,001 – $15K | 33 |
| 2020-11-05 | United Parcel Service, Inc. | Sale (Full) | Spouse | $1,001 – $15K | 33 |
| 2020-11-05 | Walmart Inc. | Sale (Full) | Spouse | $1,001 – $15K | 33 |
| 2020-09-11 | Amg Yacktman Fund - Class I | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2020-09-11 | American Funds Global Balanced Fd Cl F-2 | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2020-09-11 | Eaton Vance Atlanta Capital Smid-Cap Fund Class | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2020-09-11 | First Eagle Global Fund Class I | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2020-09-11 | Invesco Oppenheimer Developing Markets Fund Clas | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2020-09-11 | Iva Worldwide Fund Class I | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2020-09-11 | T. Rowe Price Capital Appreciation Fund | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2020-09-11 | T. Rowe Price Blue Chip Growth Fund Inc. | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2020-09-11 | Vanguard Mid-Cap ETF | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2020-09-11 | Vanguard Small-Cap ETF | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2020-08-19 | Iva Worldwide Fund Class I | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2020-08-19 | Amg Yacktman Fund - Class I | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2020-08-19 | American Funds Global Balanced Fd Cl F-2 | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2020-08-19 | Eaton Vance Atlanta Capital Smid-Cap Fund Class | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2020-08-19 | First Eagle Global Fund Class I | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2020-08-19 | Invesco Oppenheimer Developing Markets Fund Clas | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2020-08-19 | T. Rowe Price Capital Appreciation Fund | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2020-08-19 | T. Rowe Price Blue Chip Growth Fund Inc. | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2020-08-19 | Vanguard Wellesley Income Fund Admiral Shares | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2020-08-19 | Vanguard Mid-Cap ETF | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2020-08-19 | Vanguard Small-Cap ETF | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2020-08-19 | Apple Inc. | Sale (Partial) | Spouse | $1,001 – $15K | 30 |
| 2020-08-19 | Cisco Systems, Inc. | Sale (Partial) | Spouse | $1,001 – $15K | 30 |
| 2020-08-19 | Comcast Corporation | Sale (Partial) | Spouse | $1,001 – $15K | 30 |
| 2020-08-19 | The Walt Disney Company | Sale (Partial) | Spouse | $1,001 – $15K | 30 |
| 2020-08-19 | International Business Machines Corporation | Sale (Partial) | Spouse | $1,001 – $15K | 30 |
| 2020-08-19 | Lowe's Companies, Inc. | Sale (Partial) | Spouse | $1,001 – $15K | 30 |
| 2020-08-19 | Microsoft Corporation | Sale (Partial) | Spouse | $1,001 – $15K | 30 |
| 2020-08-19 | Starbucks Corporation | Sale (Partial) | Spouse | $1,001 – $15K | 30 |
| 2020-08-13 | Vanguard Wellesley Income Fund Admiral Shares | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2020-08-12 | American Funds Global Balanced Fd Cl F-2 | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2020-08-12 | First Eagle Global Fund Class I | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2020-08-12 | Iva Worldwide Fund Class I | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2020-08-12 | Vanguard Mid-Cap ETF | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2020-08-12 | T. Rowe Price Capital Appreciation Fund | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2020-08-12 | Vanguard Small-Cap ETF | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2020-08-11 | Vanguard Small-Cap ETF | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2020-08-11 | Vanguard Mid-Cap ETF | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2020-08-11 | T. Rowe Price Capital Appreciation Fund | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2020-08-11 | Iva Worldwide Fund Class I | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2020-08-11 | First Eagle Global Fund Class I | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2020-08-11 | American Funds Global Balanced Fd Cl F-2 | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2020-07-15 | Prologis, Inc. | Purchase | Spouse | $1,001 – $15K | 28 |
| 2020-07-15 | T. Rowe Price Group, Inc. | Sale (Full) | Spouse | $1,001 – $15K | 28 |
| 2020-06-29 | American Funds Global Balanced Fd Cl F-2 | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2020-06-19 | T. Rowe Price Capital Appreciation Fund | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2020-05-08 | Eaton Vance Atlanta Capital Smid-Cap Fund Class | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2020-05-08 | Invesco Oppenheimer Developing Markets Fund Clas | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2020-05-07 | Amg Yacktman Fund - Class I | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2020-05-07 | American Funds Global Balanced Fd Cl F-2 | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2020-05-07 | First Eagle Global Fund Class I | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2020-05-07 | Iva Worldwide Fund Class I | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2020-05-07 | T. Rowe Price Capital Appreciation Fund | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2020-05-07 | T. Rowe Price Blue Chip Growth Fund Inc. | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2020-05-07 | Vanguard Mid-Cap ETF | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2020-05-07 | Vanguard Small-Cap ETF | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2020-03-11 | Vanguard Small-Cap ETF | Purchase | Self | $1,001 – $15K | annual |
| 2020-03-10 | Vanguard Wellesley Income Fund Admiral Shares | Sale (Partial) | Self | $15K – $50K | annual |
| 2020-03-10 | T. Rowe Price Capital Appreciation Fund | Purchase | Self | $1,001 – $15K | annual |
| 2020-03-10 | American Funds Global Balanced Fd Cl F-2 | Purchase | Self | $1,001 – $15K | annual |
| 2020-03-10 | MFS Mid Cap Value Fund - Class I | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2020-03-10 | American Funds Global Balanced Fd Cl F-2 | Purchase | Spouse | $1,001 – $15K | annual |
| 2020-03-10 | T. Rowe Price Capital Appreciation Fund | Purchase | Spouse | $1,001 – $15K | annual |
| 2020-03-10 | Vanguard Wellesley Income Fund Admiral Shares | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2020-03-09 | Iva Worldwide Fund Class I | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2020-03-09 | Vanguard Mid-Cap ETF | Purchase | Self | $15K – $50K | annual |
| 2020-03-09 | Vanguard Wellesley Income Fund Admiral Shares | Sale (Partial) | Self | $15K – $50K | annual |
| 2020-03-09 | T. Rowe Price Blue Chip Growth Fund Inc. | Purchase | Self | $1,001 – $15K | annual |
| 2020-03-09 | Iva Worldwide Fund Class I | Sale (Partial) | Self | $15K – $50K | annual |
| 2020-03-09 | First Eagle Global Fund Class I | Sale (Partial) | Self | $15K – $50K | annual |
| 2020-03-09 | Invesco Oppenheimer Developing Markets Fund Clas | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2020-03-09 | Harbor Small Cap Value Fund Insti Cl | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2020-03-09 | First Eagle Global Fund Class I | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2020-03-09 | Vanguard Wellesley Income Fund Admiral Shares | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2020-03-09 | Vanguard Small-Cap ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2020-03-09 | Vanguard Mid-Cap ETF | Purchase | Spouse | $15K – $50K | annual |
Financial disclosures
59 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 |
|---|---|---|
| Jul 15, 2026 | Annual Report for Calendar 2025 | 23 |
| Apr 24, 2026 | Annual Report for 2025 Due Date Extension 1 | 0 |
| May 15, 2025 | Annual Report for Calendar 2024 | 2 |
| May 12, 2025 | Annual Report for 2024 Due Date Extension 1 | 0 |
| May 6, 2024 | Annual Report for Calendar 2022 (Amendment 1) | 87 |
| May 6, 2024 | Annual Report for Calendar 2023 | 29 |
| Aug 3, 2023 | Annual Report for Calendar 2021 (Amendment 2) | 77 |
| Aug 3, 2023 | Annual Report for Calendar 2021 (Amendment 3) | 77 |
| Aug 3, 2023 | Annual Report for Calendar 2022 | 87 |
| May 8, 2023 | Annual Report for 2022 Due Date Extension 1 | 0 |
| Sep 22, 2022 | Annual Report for Calendar 2021 (Amendment 1) | 77 |
| Aug 15, 2022 | Annual Report for Calendar 2021 | 77 |
| May 10, 2022 | Annual Report for 2021 Due Date Extension 1 | 0 |
| Nov 1, 2021 | Annual Report for Calendar 2020 (Amendment 1) | 85 |
| Aug 16, 2021 | Annual Report for Calendar 2020 | 85 |
| May 10, 2021 | Annual Report for 2020 Due Date Extension 1 | 0 |
| Dec 8, 2020 | Periodic Transaction Report for 12/08/2020 | 18 |
| Nov 24, 2020 | Annual Report for Calendar 2019 (Amendment 1) | 139 |
| Nov 18, 2020 | Periodic Transaction Report for 05/03/2019 (Amendment 1) | 1 |
| Sep 18, 2020 | Periodic Transaction Report for 09/18/2020 | 8 |
| Aug 13, 2020 | Annual Report for Calendar 2019 | 138 |
| Aug 12, 2020 | Periodic Transaction Report for 08/12/2020 | 2 |
| Mar 27, 2020 | Periodic Transaction Report for 03/27/2020 | 15 |
| Nov 15, 2019 | Annual Report for Calendar 2018 (Amendment 1) | 83 |
| Sep 11, 2019 | Periodic Transaction Report for 09/11/2019 | 1 |
| Aug 12, 2019 | Annual Report for Calendar 2018 | 80 |
| Aug 7, 2019 | Annual Report for Calendar 2016 (Amendment 3) | 16 |
| Aug 7, 2019 | Annual Report for Calendar 2017 (Amendment 2) | 60 |
| Aug 7, 2019 | Periodic Transaction Report for 08/07/2019 | 15 |
| Aug 6, 2019 | Annual Report for Calendar 2015 (Amendment 3) | 54 |
| Aug 5, 2019 | Annual Report for Calendar 2014 (Amendment 2) | 19 |
| May 3, 2019 | Periodic Transaction Report for 05/03/2019 | 1 |
| May 1, 2019 | Annual Report for 2018 Due Date Extension 1 | 0 |
| Feb 21, 2019 | Periodic Transaction Report for 02/21/2019 | 10 |
| Nov 9, 2018 | Annual Report for Calendar 2016 (Amendment 2) | 16 |
| Oct 31, 2018 | Periodic Transaction Report for 10/31/2018 | 1 |
| Oct 26, 2018 | Periodic Transaction Report for 11/03/2017 (Amendment 1) | 6 |
| Aug 13, 2018 | Annual Report for Calendar 2017 | 44 |
| May 15, 2018 | Periodic Transaction Report for 05/15/2018 | 16 |
| Feb 13, 2018 | Periodic Transaction Report for 02/13/2018 | 2 |
| Jan 16, 2018 | Periodic Transaction Report for 01/16/2018 | 1 |
| Dec 18, 2017 | Annual Report for Calendar 2015 (Amendment 2) | 54 |
| Dec 18, 2017 | Annual Report for Calendar 2016 (Amendment 1) | 16 |
| Dec 12, 2017 | Periodic Transaction Report for 12/12/2017 | 4 |
| Dec 6, 2017 | Periodic Transaction Report for 05/02/2016 (Amendment 1) | 32 |
| Nov 3, 2017 | Periodic Transaction Report for 11/03/2017 | 6 |
| Sep 1, 2017 | Periodic Transaction Report for 09/01/2017 | 1 |
| Aug 13, 2017 | Annual Report for Calendar 2016 | 60 |
| Mar 15, 2017 | Periodic Transaction Report for 03/15/2017 | 1 |
| Nov 21, 2016 | Periodic Transaction Report for 11/21/2016 | 12 |
| Oct 12, 2016 | Annual Report for Calendar 2014 (Amendment 1) | 19 |
| Oct 12, 2016 | Annual Report for Calendar 2015 (Amendment 1) | 54 |
| Oct 7, 2016 | Periodic Transaction Report for 01/12/2016 (Amendment 1) | 3 |
| Aug 12, 2016 | Annual Report for Calendar 2015 | 53 |
| Jul 27, 2016 | Periodic Transaction Report for 07/27/2016 | 4 |
| May 2, 2016 | Periodic Transaction Report for 05/02/2016 | 32 |
| Apr 21, 2016 | Annual Report for 2015 Due Date Extension 1 | 0 |
| Feb 25, 2016 | Periodic Transaction Report for 02/25/2016 | 2 |
| Jan 12, 2016 | Periodic Transaction Report for 01/12/2016 | 3 |
3 trades have a date that can't be right as filed (a year like 0217, a day after the report was filed, or outside the year an annual report covers); 1 fixed by a later amendment, 2 not.
Trades with a date that can't be right
| Report filed | Trade date | Asset | Problem | Since |
|---|---|---|---|---|
| Aug 13, 2018 | 2018-05-10 | First Eagle Global I (SGIIX) | Outside the year the report covers | Corrected by an amendment: 2017-05-10 |
| Aug 12, 2019 | 0218-02-28 | T. Rowe Price Capital Appreciation Fund (PRWCX) | Impossible date | Repeated on the amendment |
| Aug 12, 2019 | 0218-07-06 | JPMorgan Income Builder Fund Class I Shares (JNBSX) | Impossible date | Repeated on the amendment |