Senate Files

Senators

Steve Daines R

Republican senator from Montana, serving since Jan 6, 2015. Up for re-election in 2026.

Among all 100 senators

Each dot is a senator; Daines 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

$4.8M$49K$115.9M

Votes with their party

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

99.9%79.5%100.0%

Missed votes

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

2.8%0.0%15.0%

Lobbyists' giving

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

$6.0M$6,000$11.9M

Money from out of state

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

83%21%98%

Bills sponsored

In the 119th Congress (Congress.gov)

662191

Voting record

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

0.59← more liberalmore conservative →

Where their campaign money comes from

2025–26
$4.8M
2023–24
$1.7M
2021–22
$1.9M
See the data
PeriodRaisedIndividualsPACsPartiesOwn moneySpentCashOutside forOutside against
2025–26$4,779,230$1,375,090$1,352,050$62,000$0$3,958,204$2,579,268$0$0
2023–24$1,682,254$588,964$693,800$0$0$669,095$1,758,243$0$0
2021–22$1,944,205$1,007,168$399,025$0$0$1,306,904$745,084$0$4,900

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 Montana versus everywhere else, each period.

2025–26
$1.1M
2023–24
$426K
2021–22
$682K

Where it came from

  • Less
  • More
  • Their state
AKMEVTNHWAIDMTNDMNILWIMINYRIMAORNVWYSDIAINOHPANJCTCAUTCONEMOKYWVVAMDDEAZNMKSARTNNCSCOKLAMSALGAHITXFL

Their donors' employers

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

YELLOWSTONE BANK
$35K
NORTHWESTERN MUTUAL
$21K
CHARTER COMMUNICATIONS
$20K
TOWN PUMP INC
$18K
APOLLO MANAGEMENT
$15K
FISHER INVESTMENTS
$14K
BLACKSTONE
$13K
CHARLES A KLEIN SONS INC
$12K
WINKLEVOSS CAPITAL MANAGEMENT
$9,500
VETERANS GUARDIAN
$9,100
CAPITOL TAX PARTNERS
$8,000
VIBRANT CAPITAL PARTNERS
$7,000
The largest donors, and the numbers
PeriodItemizedContributionsFrom MTRetired donors
2025–26$1,110,4983,12617%23%
2023–24$425,6784,7894%23%
2021–22$681,88810,6189%41%
DonorWhereEmployer, occupationTotal
KLEIN, MICHAEL BSYKESVILLE, MDCHARLES A KLEIN SONS INC, MECHANICAL CONT$11,600
ARNOLD, LAURAHOUSTON, TXRETIRED, RETIRED$7,000
BANKE, BARBARA R.GEYSERVILLE, CAJACKSON FAMILY INVESTMENTS, PROPRIETOR$7,000
BEDNYAK, JERRYGLENCOE, ILSKYBOX CAPITAL, FOUNDER$7,000
BROWNSTEIN, NORMAN MR.ENGLEWOOD, COBROWNSTEIN HYATT FARBER SCHRECK, CHAIRMAN$7,000
CASTLE, JOHN K. MR.NEW YORK, NYCASTLE HARLAN INC, MERCHANT BANKER$7,000
DARIVOFF, PHILIP M.SHORT HILLS, NJVIBRANT CAPITAL PARTNERS, CHAIRMAN$7,000
DUHAMEL, KATHARINE B.SAN FRANCISCO, CACANDYBOMBER LLC, EVENT PRODUCER$7,000
FAISON, JAY W.CHARLOTTE, NCCLEARPATH FOUNDATION, CEO & FOUNDER$7,000
FERTITTA, FRANK J. IIILAS VEGAS, NVFERTITTA ENTERTAINMENT LLC, CHAIRMAN/CEO$7,000
FERTITTA, JILL A.LAS VEGAS, NVHOMEMAKER, HOMEMAKER$7,000
FERTITTA, LORENZO JOSEPHLAS VEGAS, NVRED ROCK RESORTS INC, VICE PRESIDENT & VICE CHAIRMAN$7,000
FERTITTA, TERESALAS VEGAS, NVRETIRED, RETIRED$7,000
FISHER, KENNETH LAWRENCE MR.ROCKWALL, TXFISHER INVESTMENTS, EXECUTIVE CHAIRMAN$7,000
FISHER, SHERRILYN A. MRS.PLANO, TXFISHER INVESTMENTS, INVESTOR$7,000
GIDWITZ, RONALD J. AMB.HOBE SOUND, FLRIVERBEND INDUSTRIES LLC, EXECUTIVE CHAIRMAN AND CEO$7,000
GILLIAM, RICHARD BAXTER MR. SR.KESWICK, VACUMBERLAND DEVELOPMENT, MANAGER$7,000
HARRIS, CHRISTINEBILLINGS, MTHOMEMAKER, HOMEMAKER$7,000
HARRIS, ELIZABETH A.BILLINGS, MT$7,000
HARRIS, JAMES K.BILLINGS, MTYELLOWSTONE BANK, BANKER$7,000
HARRIS, JAY S.BILLINGS, MTYELLOWSTONE BANK, BANKER$7,000
HARRIS, LISABILLINGS, MTNONE, UNEMPLOYED$7,000
HARRIS, STEWART H.BILLINGS, MTYELLOWSTONE BANK, BANKER$7,000
HARRIS, ZACHINFO REQUESTED, ?$7,000
HOCHBERG, LARRYCHICAGO, ILRETIRED, RETIRED$7,000

Their biggest PAC and party givers

All 25
CommitteeConnected organizationTotalGifts
TOGETHER HOLDING OUR MAJORITY PACNORTHEAST SENATE VICTORY COMMITTEE$15,0003
NATIONAL ASSOCIATION OF CONVENIENCE STORES POLITICAL ACTION COMMITTEENATIONAL ASSOCIATION OF CONVENIENCE STORES$15,0005
CONOCOPHILLIPS SPIRIT PACCONOCOPHILLIPS$15,0003
DENBURY INC POLITICAL COMMITTEE$11,8831
THE AMERICAN OCCUPATIONAL THERAPY ASSOCIATION, INC. POLITICAL ACTION COMMITTEE (AOTPAC)THE AMERICAN OCCUPATIONAL THERAPY ASSOCIATION, INC.$11,50011
COLLEGE OF AMERICAN PATHOLOGISTS POLITICAL ACTION COMMITTEECOLLEGE OF AMERICAN PATHOLOGISTS$11,5006
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS POLITICAL ACTION COMMNATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS$10,5004
WILD AND WONDERFUL PACCAPITO$10,0002
THE HAWKEYE PACGOLDFINCH PAC$10,0002
SUSAN B. ANTHONY LIST INC. CANDIDATE FUND (DBA SUSAN B. ANTHONY PRO-LIFE AMERICA CANDIDATE FUND)SUSAN B. ANTHONY LIST, INC. (DBA SUSAN B. ANTHONY PRO-LIFE AMERICA)$10,0002
SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION POLITICAL ACTION COMMITTEESECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION$10,0007
S CORPORATION ASSOCIATION PAC (S-CORP PAC)S CORPORATION ASSOCIATION$10,0003
REGENERON PHARMACEUTICALS, INC. PACREGENERON PHARMACEUTICALS, INC.$10,0006
PRICEWATERHOUSECOOPERS POLITICAL ACTION COMMITTEE INONE$10,0004
OWNER-OPERATOR INDEPENDENT DRIVERS ASSN INC POLITICAL ACTION COMMITTEE (AKA OOIDA-PAC)OWNER OPERATOR INDEPENDENT DRIVERS ASSOCIATION$10,0003
NATIONAL MULTIFAMILY HOUSING COUNCIL POLITICAL ACTION COMMITTEENATIONAL MULTIFAMILY HOUSING COUNCIL$10,0002
NATIONAL ASSOCIATION OF WHOLESALER-DISTRIBUTORS POLITICAL ACTION COMMITTEENATIONAL ASSOCIATION OF WHOLESALER-DISTRIBUTORS$10,0004
META PLATFORMS, INC. PACMETA PLATFORMS, INC.$10,0004
INVESCO HOLDING COMPANY (US), INC. EMPLOYEE POLITICAL ACTION COMMITTEEINVESCO HOLDING COMPANY (US), INC.$10,0004
INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES POLITICAL ACTION TOGETHER POLITICAL COMMITTEEINTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES$10,0007
INTERNATIONAL ASSOCIATION OF FIREFIGHTERS INTERESTED IN REGISTRATION AND EDUCATION PACINTERNATIONAL ASSOCIATION OF FIRE FIGHTERS$10,0002
HERZOG PACHERZOG$10,0005
GILEAD SCIENCES INC HEALTHCARE POLICY PACGILEAD SCIENCES, INC.$10,0006
FS PACNONE$10,0004
FREEDOM FUND$10,0002

Outside spending for and against them

All of it
$4,900

Who spent it

REALLY AMERICAN PAC
$2,950
PLANNED PARENTHOOD VOTES
$1,950
See the data
SpenderFor or againstTotalReports
REALLY AMERICAN PACagainst$2,9508
PLANNED PARENTHOOD VOTESagainst$1,9501

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
VISA INC.$100,50013Nov 18, 2021Dec 18, 2025
AMERICAN HOTEL & LODGING ASSOCIATION$75,0007Mar 21, 2023Mar 24, 2025
ASTRAZENECA PHARMACEUTICALS LP$74,00011Jul 29, 2021Jun 12, 2025
NATIONAL BEER WHOLESALERS ASSOCIATION$70,00011Mar 18, 2021Nov 24, 2025
CAPITOL TAX PARTNERS, LLP$54,51649Jan 27, 2023Apr 1, 2025
HARBINGER STRATEGIES, LLC$53,00018Jun 29, 2021Feb 19, 2026
NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION, INC.$52,50010Jun 22, 2021Jun 27, 2025
CONSTELLATION BRANDS, INC.$50,0001Oct 24, 2024Oct 24, 2024
KOCH GOVERNMENT AFFAIRS, LLC$48,50014Aug 30, 2021Jan 22, 2026
LKQ CORPORATION$45,00021Mar 17, 2021Mar 27, 2026
AMGEN, INC.$45,00013Jun 22, 2021Nov 25, 2025
LOCKHEED MARTIN CORPORATION$44,50017Jun 18, 2021Oct 8, 2025
FOLEY & LARDNER LLP$43,50026May 10, 2021Sep 26, 2025
AKIN GUMP STRAUSS HAUER & FELD$43,00037May 18, 2022Feb 3, 2026
INDEPENDENT INSURANCE AGENTS & BROKERS OF AMERICA$40,08210Feb 24, 2022Feb 27, 2026
THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY$40,0009Jul 12, 2021Feb 13, 2026
THE HOME DEPOT$40,0008Oct 29, 2021Jan 30, 2025
HDR, INC$40,0009Feb 11, 2022Apr 21, 2025
DELTA AIR LINES, INC.$40,00013Dec 2, 2021Mar 4, 2026
ALTRIA CLIENT SERVICES LLC$38,80010Jul 29, 2021May 2, 2026
PFIZER INC.$37,00011Jul 26, 2021Feb 17, 2026
GLAUKOS CORPORATION$36,00010May 20, 2024Dec 20, 2024
CVS HEALTH (AND SUBSIDIARIES)$36,00011Mar 25, 2021Dec 17, 2025
CHARTER COMMUNICATIONS, INC.$35,5008Sep 27, 2021Jun 20, 2025
UBS AMERICAS INC.$35,0007Dec 28, 2021Dec 2, 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
DateQuestionMeasureVoteResult
Sep 30, 2026On the NominationPN1129 Keith Sonderling, of Florida, to be Secretary of LaboryeaNomination Confirmed
Sep 30, 2026On the Cloture MotionPN1129 Keith Sonderling, of Florida, to be Secretary of LaboryeaCloture Motion Agreed to
Sep 30, 2026On Cloture on the Motion to ProceedH.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, incyeaCloture on the Motion to Proceed Rejected
Sep 30, 2026On Cloture on the Motion to ProceedH.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, ayeaCloture on the Motion to Proceed Rejected
Sep 29, 2026On the Motion to DischargeS.Res. 852 A resolution requesting information on Israel's human rights practices pursuant to section 502B(c) of the Foreign Assistance Act of 1961.nayMotion to Discharge Rejected
Sep 29, 2026On the Motion to ProceedS.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 CentnayMotion to Proceed Rejected
Sep 28, 2026On Passage of the BillS. 4668 A bill to protect the name, image, and likeness rights of, and provide protections for, student athletes and to promote fair competition amoyeaBill Passed
Sep 28, 2026On the AmendmentS. 4668 To establish certain standards with respect to coaches of varsity sports teams.nayAmendment Rejected
Sep 28, 2026On the AmendmentS. 4668 To increase the limitation on funding for post-eligibility insurance and catastrophic injury for student athletes.nayAmendment Rejected
Sep 28, 2026On the AmendmentS. 4668 To limit price increases for college athletics tickets.nayAmendment Rejected
Sep 28, 2026On the AmendmentS. 4668 To improve the bill.nayAmendment Rejected
Sep 28, 2026On the AmendmentS. 4668 To modify the provision relating to the relationship of this Act to existing law.yeaAmendment Agreed to
Sep 24, 2026On the Concurrent ResolutionH.Con.Res. 89 A concurrent resolution directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed ForcesnayConcurrent Resolution Rejected
Sep 24, 2026On the Cloture MotionS. 4668 A bill to protect the name, image, and likeness rights of, and provide protections for, student athletes and to promote fair competition amoyeaCloture Motion Agreed to
Sep 24, 2026On the AmendmentS. 4668 In the nature of a substitute.yeaAmendment Agreed to
Sep 23, 2026On the NominationPN9991 Angela Veronica Colmenero, of Texas, to be United States District Judge for the Southern District of Texasnot votingNomination Confirmed
Sep 22, 2026On the Cloture MotionS. 4668 In the nature of a substitute.yeaCloture Motion Agreed to
Sep 22, 2026On the Cloture MotionPN9991 Angela Veronica Colmenero, of Texas, to be United States District Judge for the Southern District of TexasyeaCloture Motion Agreed to
Sep 17, 2026On the NominationPN9994 Kasdin Miller Mitchell, of Texas, to be United States District Judge for the Northern District of TexasyeaNomination Confirmed
Sep 17, 2026On the Cloture MotionPN9994 Kasdin Miller Mitchell, of Texas, to be United States District Judge for the Northern District of TexasyeaCloture Motion Agreed to
Sep 17, 2026On the Motion to ProceedS. 4668 A bill to protect the name, image, and likeness rights of, and provide protections for, student athletes and to promote fair competition amoyeaMotion to Proceed Agreed to
Sep 15, 2026On Cloture on the Motion to ProceedS. 4668 A bill to protect the name, image, and likeness rights of, and provide protections for, student athletes and to promote fair competition amoyeaCloture on the Motion to Proceed Agreed to
Sep 15, 2026On Cloture on the Motion to ProceedH.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 CommodiyeaCloture on the Motion to Proceed Rejected
Sep 15, 2026On the NominationPN10933 Matthew R. Byrne, of Ohio, to be United States District Judge for the Southern District of OhioyeaNomination Confirmed
Sep 14, 2026On the Cloture MotionPN10933 Matthew R. Byrne, of Ohio, to be United States District Judge for the Southern District of OhioyeaCloture Motion Agreed to
Aug 8, 2026On Cloture on the Motion to ProceedS. 5271 A bill to amend the Help America Vote Act of 2002 to require voters to provide photo identification.yeaCloture on the Motion to Proceed Rejected
Aug 8, 2026On the NominationPN1078 Todd Blanche, of Florida, to be Attorney GeneralyeaNomination Confirmed
Aug 8, 2026On the Cloture MotionPN1078 Todd Blanche, of Florida, to be Attorney GeneralyeaCloture Motion Agreed to
Aug 8, 2026On Passage of the BillH.R. 6500 An act making continuing appropriations and extensions for fiscal year 2027, and for other purposes.yeaBill Passed
Aug 8, 2026On the Motion to TableH.R. 6500 To strike section 2019.yeaMotion to Table Agreed to
Aug 7, 2026On the Cloture MotionH.R. 6500 In the nature of a substitute.yeaCloture Motion Agreed to
Aug 7, 2026On the NominationPN73011 Francis Brooke, of Virginia, to be Deputy Secretary of the Treasury; and George McMaster, of South Carolina, to be an Assistant Secretary ofyeaNomination Confirmed
Aug 7, 2026On Passage of the BillH.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, ayeaBill Passed
Aug 7, 2026On the AmendmentH.R. 5334 To strike the provision relating to duties on countries that purchase Russian-origin crude oil or natural gas or facilitate sanctions evasionayAmendment Rejected
Aug 5, 2026On the Motion to ProceedS.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 EnvinayMotion to Proceed Rejected
Aug 5, 2026On the Cloture MotionPN73011 Francis Brooke, of Virginia, to be Deputy Secretary of the Treasury; and George McMaster, of South Carolina, to be an Assistant Secretary ofyeaCloture Motion Agreed to
Aug 5, 2026On the NominationPN932 Erica Schwartz, of Florida, to be Director of the Centers for Disease Control and PreventionyeaNomination Confirmed
Aug 5, 2026On the Cloture MotionPN932 Erica Schwartz, of Florida, to be Director of the Centers for Disease Control and PreventionyeaCloture Motion Agreed to
Aug 3, 2026On Cloture on the Motion to ProceedH.R. 6500 A bill to extend duty-free treatment provided with respect to imports from certain countries in Africa under the African Growth and OpportunyeaCloture on the Motion to Proceed Agreed to
Jul 30, 2026On the ResolutionS.Res. 817 An executive resolution authorizing the en bloc consideration in Executive Session of certain nominations on the Executive Calendar.yeaResolution Agreed to
Jul 30, 2026On the Motion to DischargeS.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 nayMotion to Discharge Rejected
Jul 30, 2026On the Motion to ProceedS.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 DepanayMotion to Proceed Rejected
Jul 29, 2026On the Cloture MotionS.Res. 817 An executive resolution authorizing the en bloc consideration in Executive Session of certain nominations on the Executive Calendar.yeaCloture Motion Agreed to
Jul 29, 2026On the Motion to ProceedH.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 pyeaMotion to Proceed Agreed to
Jul 28, 2026On Cloture on the Motion to ProceedH.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 pyeaCloture on the Motion to Proceed Agreed to
Jul 28, 2026On the NominationPN1092 Walter Clayton, of New York, to be Director of National IntelligenceyeaNomination Confirmed
Jul 27, 2026On the Cloture MotionPN1092 Walter Clayton, of New York, to be Director of National IntelligenceyeaCloture Motion Agreed to
Jul 23, 2026On the NominationPN9995 Antonio M. Pozos, of Pennsylvania, to be United States District Judge for the Eastern District of PennsylvaniayeaNomination Confirmed
Jul 23, 2026On the NominationPN9996 Daniel Mack Traynor, of North Dakota, to be United States Circuit Judge for the Eighth CircuityeaNomination Confirmed
Jul 23, 2026On the Motion to DischargeS.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 nayMotion to Discharge Rejected
Jul 22, 2026On the Cloture MotionPN9996 Daniel Mack Traynor, of North Dakota, to be United States Circuit Judge for the Eighth CircuityeaCloture Motion Agreed to
Jul 22, 2026On the Cloture MotionPN9995 Antonio M. Pozos, of Pennsylvania, to be United States District Judge for the Eastern District of PennsylvaniayeaCloture Motion Agreed to
Jul 22, 2026On the NominationPN9993 Michael C. Martin, of Michigan, to be United States District Judge for the Eastern District of MichiganyeaNomination Confirmed
Jul 22, 2026On the Cloture MotionPN9993 Michael C. Martin, of Michigan, to be United States District Judge for the Eastern District of MichiganyeaCloture Motion Agreed to
Jul 22, 2026On the NominationPN9381 Benjamin M. Flowers, of Ohio, to be United States Circuit Judge for the Sixth CircuityeaNomination Confirmed
Jul 21, 2026On the NominationPN8518 Kara Marie Westercamp, of Virginia, to be a Judge of the United States Court of International TradeyeaNomination Confirmed
Jul 20, 2026On the Cloture MotionPN9381 Benjamin M. Flowers, of Ohio, to be United States Circuit Judge for the Sixth CircuityeaCloture Motion Agreed to
Jul 16, 2026On the Motion to ProceedS.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 CentnayMotion to Proceed Rejected
Jul 16, 2026On the Cloture MotionPN8518 Kara Marie Westercamp, of Virginia, to be a Judge of the United States Court of International TradeyeaCloture Motion Agreed to
Jul 15, 2026On the NominationPN9304 Jeffrey T. Kuntz, of Florida, to be United States District Judge for the Southern District of FloridayeaNomination Confirmed
Jul 15, 2026On the Cloture MotionPN9304 Jeffrey T. Kuntz, of Florida, to be United States District Judge for the Southern District of FloridayeaCloture Motion Agreed to
Jul 14, 2026On Cloture on the Motion to ProceedS. 4784 An original bill to authorize appropriations for fiscal year 2027 for military activities of the Department of Defense, for military construyeaCloture on the Motion to Proceed Rejected
Jul 14, 2026On the NominationPN9382 Matthew A. Schwartz, of New York, to be United States Circuit Judge for the Second CircuityeaNomination Confirmed
Jul 13, 2026On the NominationPN9303 Arthur Roberts Jones, of Texas, to be United States District Judge for the Southern District of TexasyeaNomination Confirmed
Jun 24, 2026On the Motion to ProceedS.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 nayMotion to Proceed Rejected
Jun 24, 2026On the Cloture MotionPN9382 Matthew A. Schwartz, of New York, to be United States Circuit Judge for the Second CircuityeaCloture Motion Agreed to
Jun 24, 2026On the Motion to ProceedS.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 DepanayMotion to Proceed Rejected
Jun 24, 2026On the Cloture MotionPN9303 Arthur Roberts Jones, of Texas, to be United States District Judge for the Southern District of TexasyeaCloture Motion Agreed to
Jun 24, 2026On the NominationPN9302 Michael J. Hendershot, of Ohio, to be United States District Judge for the Northern District of OhioyeaNomination Confirmed
Jun 24, 2026On the Cloture MotionPN9302 Michael J. Hendershot, of Ohio, to be United States District Judge for the Northern District of OhioyeaCloture Motion Agreed to
Jun 24, 2026On the NominationPN9307 John George Edward Marck, of Texas, to be United States District Judge for the Southern District of TexasyeaNomination Confirmed
Jun 24, 2026On the Cloture MotionPN9307 John George Edward Marck, of Texas, to be United States District Judge for the Southern District of TexasyeaCloture Motion Agreed to
Jun 23, 2026On the Concurrent ResolutionH.Con.Res. 86 A concurrent resolution directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed ForcesnayConcurrent Resolution Agreed to
Jun 23, 2026On the NominationPN8593 Darrell Owens, of Pennsylvania, to be U.S. Representative to the Organization for Security and Cooperation in Europe, with the rank of AmbasyeaNomination Confirmed
Jun 22, 2026On the MotionH.R. 6644 A bill a bill to increase the supply of housing in America, and for other purposes.yeaMotion Agreed to
Jun 18, 2026On the NominationPN73033 George Holding, of North Carolina, to be United States Director of the European Bank for Reconstruction and DevelopmentyeaNomination Confirmed
Jun 18, 2026On the Cloture MotionH.R. 6644 A bill a bill to increase the supply of housing in America, and for other purposes.yeaCloture Motion Agreed to
Jun 17, 2026On the Motion to DischargeS.Res. 616 A resolution requesting information on Honduras's human rights practices pursuant to section 502B(c) of the Foreign Assistance Act of 1961.nayMotion to Discharge Rejected
Jun 17, 2026On the Cloture MotionPN73033 George Holding, of North Carolina, to be United States Director of the European Bank for Reconstruction and DevelopmentyeaCloture Motion Agreed to
Jun 17, 2026On the NominationPN9018 Michelle Steel, of California, to be Ambassador to the Republic of KoreayeaNomination Confirmed
Jun 17, 2026On the Cloture MotionPN9018 Michelle Steel, of California, to be Ambassador to the Republic of KoreayeaCloture Motion Agreed to
Jun 16, 2026On the Motion to ProceedH.R. 6644 A bill a bill to increase the supply of housing in America, and for other purposes.yeaMotion to Proceed Agreed to
Jun 16, 2026On the Motion to DischargeS.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 nayMotion to Discharge Rejected
Jun 16, 2026On the Motion to ProceedS.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 ExecnayMotion to Proceed Rejected
Jun 15, 2026On the NominationPN8517 Justin D. Smith, of Missouri, to be United States Circuit Judge for the Eighth CircuityeaNomination Confirmed
Jun 11, 2026On the Cloture MotionPN8517 Justin D. Smith, of Missouri, to be United States Circuit Judge for the Eighth CircuityeaCloture Motion Agreed to
Jun 11, 2026On the NominationPN9014 Brock Dahl, of Maryland, to be Legal Adviser of the Department of StateyeaNomination Confirmed
Jun 10, 2026On the Cloture MotionPN9014 Brock Dahl, of Maryland, to be Legal Adviser of the Department of StateyeaCloture Motion Agreed to
Jun 10, 2026On the NominationPN8515 Anthony J. Powell, of Kansas, to be United States District Judge for the District of KansasyeaNomination Confirmed
Jun 10, 2026On the Cloture MotionPN8515 Anthony J. Powell, of Kansas, to be United States District Judge for the District of KansasyeaCloture Motion Agreed to
Jun 9, 2026On the NominationPN8514 Anthony W. Mattivi, of Kansas, to be United States District Judge for the District of KansasyeaNomination Confirmed
Jun 8, 2026On the Cloture MotionPN8514 Anthony W. Mattivi, of Kansas, to be United States District Judge for the District of KansasyeaCloture Motion Agreed to
Jun 5, 2026On the Motion to ProceedS. 1318 A bill to direct the American Battle Monuments Commission to establish a program to identify American-Jewish servicemembers buried in UnitedyeaMotion to Proceed Rejected
Jun 5, 2026On Passage of the BillS. 2 An original bill to provide for reconciliation pursuant to title II of S. Con. Res. 33.yeaBill Passed
Jun 5, 2026On the MotionS. 2 To provide for limitations on judgments, awards, and compromise settlements under section 1304 of title 31, United States Code.nayMotion Rejected
Jun 5, 2026On the MotionS. 2 To prohibit the use of funds to provide payments to certain individuals.nayMotion Rejected
Jun 5, 2026On the AmendmentS. 2 To appropriate amounts for local law enforcement hiring programs.nayAmendment Rejected
Jun 5, 2026On the MotionS. 2 To provide compensation to law enforcement officers who defended the United States Capitol during the events that occurred at or near the UnnayMotion Rejected
Jun 5, 2026On the MotionS. 2 To prohibit the Department of Justice from using taxpayer funds to make settlement payments to individuals convicted of assaulting law enfornayMotion Rejected
Jun 5, 2026On the AmendmentS. 2 To make appropriations for transparency and accountability.nayAmendment Rejected
Jun 5, 2026On the AmendmentS. 2 To make funds available for the timely adjudication of DACA renewal applications.nayAmendment Rejected
Jun 5, 2026On the AmendmentS. 2 To rescind unobligated balances under the One Big Beautiful Bill Act.nayAmendment Rejected
Jun 5, 2026On the AmendmentS. 2 To transfer amounts for youth mentoring programs of the Department of Justice.nayAmendment Rejected
Jun 5, 2026On the MotionS. 2 An original bill to provide for reconciliation pursuant to title II of S. Con. Res. 33.nayMotion Rejected
Jun 5, 2026On the MotionS. 2 To repurpose funds previously appropriated for U.S. Immigration and Customs Enforcement for the timely processing of DACA applications and rnayMotion Rejected
Jun 5, 2026On the MotionS. 2 To ensure only citizens are registered to vote in elections for Federal office, and to require voters to provide photo identification.yeaMotion Rejected
Jun 4, 2026On the MotionS. 2 To support the work performed by the Immigration Detention Ombudsman.nayMotion Rejected
Jun 4, 2026On the MotionS. 2 To redirect funding for U.S. Immigration and Customs Enforcement to the Child Care and Development Block Grant program.nayMotion Rejected
Jun 4, 2026On the MotionS. 2 To place reasonable limits on contributions to Super PACs which make independent expenditures.nayMotion Rejected
Jun 4, 2026On the MotionS. 2 An original bill to provide for reconciliation pursuant to title II of S. Con. Res. 33.nayMotion Rejected
Jun 4, 2026On the MotionS. 2 To make appropriations for the conduct of inspections of the Delaney Hall Detention Facility.nayMotion Rejected
Jun 4, 2026On the MotionS. 2 To prohibit the distribution of Federal funds to individuals convicted of certain crimes.nayMotion Rejected
Jun 4, 2026On the MotionS. 2 To ensure only citizens are registered to vote in elections for Federal office, and to require voters to provide photo identification, and fyeaMotion Rejected
Jun 4, 2026On the MotionS. 2 To prohibit an individual from acting as Director of National Intelligence if such individual is simultaneously serving as the head of any onayMotion Rejected
Jun 4, 2026On the MotionS. 2 To help build 7,000,000 new homes.nayMotion Rejected
Jun 4, 2026On the MotionS. 2 An original bill to provide for reconciliation pursuant to title II of S. Con. Res. 33.nayMotion Rejected
Jun 4, 2026On the MotionS. 2 To provide funding for the HOME Investment Partnerships program.nayMotion Rejected
Jun 4, 2026On the MotionS. 2 To provide a clarification relating to, and to prohibit the use of funds for, the White House Ballroom.nayMotion Rejected
Jun 4, 2026On the MotionS. 2 To reallocate funds that would have been used for the Anti-Weaponization Fund to fraud enforcement.nayMotion Rejected
Jun 4, 2026On the MotionS. 2 An original bill to provide for reconciliation pursuant to title II of S. Con. Res. 33.nayMotion Rejected
Jun 3, 2026On the Motion to ProceedS. 2 An original bill to provide for reconciliation pursuant to title II of S. Con. Res. 33.yeaMotion to Proceed Agreed to
Jun 3, 2026On the Motion to ProceedS.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 EnvinayMotion to Proceed Rejected
Jun 2, 2026On the NominationPN8512 Jeffrey M. Kuhlman, of Kansas, to be United States District Judge for the District of KansasyeaNomination Confirmed
Jun 2, 2026On the Cloture MotionPN8512 Jeffrey M. Kuhlman, of Kansas, to be United States District Judge for the District of KansasyeaCloture Motion Agreed to
Jun 2, 2026On the NominationPN8513 Kathleen S. Lane, of Montana, to be United States District Judge for the District of MontanayeaNomination Confirmed
Jun 1, 2026On the Cloture MotionPN8513 Kathleen S. Lane, of Montana, to be United States District Judge for the District of MontanayeaCloture Motion Agreed to
May 20, 2026On the NominationPN8516 Evan Rikhye, of the Virgin Islands, to be Judge for the District Court of the Virgin Islands for a term of ten yearsyeaNomination Confirmed
May 19, 2026On the Motion to DischargeS.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 nayMotion to Discharge Agreed to
May 19, 2026On the Cloture MotionPN8516 Evan Rikhye, of the Virgin Islands, to be Judge for the District Court of the Virgin Islands for a term of ten yearsyeaCloture Motion Agreed to
May 19, 2026On the NominationPN8511 Sheria Akins Clarke, of South Carolina, to be United States District Judge for the District of South CarolinayeaNomination Confirmed
May 19, 2026On the Cloture MotionPN8511 Sheria Akins Clarke, of South Carolina, to be United States District Judge for the District of South CarolinayeaCloture Motion Agreed to
May 18, 2026On the NominationPN7261 Catherine Dillon, of Maryland, to be an Assistant Secretary of State (Educational and Cultural Affairs); and Ademola Adewale-Sadik, of New YyeaNomination Confirmed
May 14, 2026On the Cloture MotionPN8061 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 CaroyeaCloture Motion Agreed to
May 13, 2026On the Motion to ProceedS.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 BurenayMotion to Proceed Rejected
May 13, 2026On the Motion to ProceedS.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 onayMotion to Proceed Rejected
May 13, 2026On the Motion to ProceedS.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 BurenayMotion to Proceed Rejected
May 13, 2026On the NominationPN8551 Kevin Warsh, of Florida, to be Chairman of the Board of Governors of the Federal Reserve System for a term of four yearsyeaNomination Confirmed
May 13, 2026On Cloture on the Motion to ProceedS.Res. 526 A resolution withholding the pay of Senators if a Government shutdown occurs.yeaCloture on the Motion to Proceed Agreed to
May 13, 2026On the Motion to DischargeS.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 nayMotion to Discharge Rejected
May 12, 2026On the Cloture MotionPN8551 Kevin Warsh, of Florida, to be Chairman of the Board of Governors of the Federal Reserve System for a term of four yearsyeaCloture Motion Agreed to
May 12, 2026On the NominationPN8552 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 1yeaNomination Confirmed
May 11, 2026On the Cloture MotionPN8552 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 1yeaCloture Motion Agreed to
May 11, 2026On the ResolutionS.Res. 690 An executive resolution authorizing the en bloc consideration in Executive Session of certain nominations on the Executive Calendar.yeaResolution Agreed to
Apr 30, 2026On the Motion to DischargeS.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 nayMotion to Discharge Rejected
Apr 30, 2026On the Cloture MotionS.Res. 690 An executive resolution authorizing the en bloc consideration in Executive Session of certain nominations on the Executive Calendar.yeaCloture Motion Agreed to
Apr 29, 2026On the Motion to ProceedS.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. CitnayMotion to Proceed Rejected
Apr 29, 2026On the Motion to ProceedS.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 EnvinayMotion to Proceed Rejected
Apr 29, 2026On the NominationPN73014 Robert Cekada, of Florida, to be Director, Bureau of Alcohol, Tobacco, Firearms, and ExplosivesyeaNomination Confirmed
Apr 28, 2026On the Point of OrderS.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 notyeaPoint of Order Well Taken
Apr 28, 2026On the Motion to ProceedS.Res. 690 An executive resolution authorizing the en bloc consideration in Executive Session of certain nominations on the Executive Calendar.yeaMotion to Proceed Agreed to

What they sponsor bills about

119th Congress: 66 sponsored, 2 became law · 118th Congress: 58 sponsored, 1 became law · 117th Congress: 68 sponsored, 0 became law

Public Lands and Natural Resources
22
International Affairs
16
Health
16
Taxation
15
Energy
14
Native Americans
13
Armed Forces and National Security
12
Government Operations and Politics
10
Their bills
BillLatest action
S. 1020Public Law 119-90 A bill to require the Federal Energy Regulatory Commission to extend the time period during which licensees are requiredMay 11, 2026 Became Public Law No: 119-90.
S. 5616 ADAPT ActSep 30, 2026 Read twice and referred to the Committee on Finance.
S.Res. 837 A resolution designating the week of August 22 through August 30, 2026, as "National Park Week".Aug 6, 2026 Submitted in the Senate, considered, and agreed to without amendment and with a preamble by Unanimous Consent.
S. 3103 A bill to authorize the extension of nondiscriminatory treatment (normal trade relations treatment) to products of certaNov 4, 2025 Read twice and referred to the Committee on Finance.
S.Res. 816 A resolution honoring 35 years of independence for the countries of Central Asia and recognizing the importance of the USep 17, 2026 Resolution agreed to in Senate without amendment and with a preamble by Unanimous Consent. (consideration: CR
S. 5048 Hydropower Licensing Affordability ActSep 16, 2026 Committee on Energy and Natural Resources. Hearings held.
S. 4992 A bill to require the Secretary of the Army to issue guidance relating to the review of applications for alteration or tJul 15, 2026 Read twice and referred to the Committee on Environment and Public Works.
S.Res. 787 A resolution celebrating the historic anniversary of the June 24, 2022, decision of the Supreme Court of the United StatJun 24, 2026 Referred to the Committee on the Judiciary. (text: CR S3214)
S.Res. 795 A resolution commemorating the 150th anniversary of the Battle of the Little Bighorn.Jun 24, 2026 Submitted in the Senate, considered, and agreed to without amendment and with a preamble by Voice Vote. (consi
S.Res. 798 A resolution designating June 2026 as "Great Outdoors Month".Jul 14, 2026 Resolution agreed to in Senate without amendment and with a preamble by Unanimous Consent. (consideration: CR
S. 4838 Outdoor Recreational Outfitting and Guiding ActJun 18, 2026 Read twice and referred to the Committee on Health, Education, Labor, and Pensions.
S. 4752 A bill to amend the Internal Revenue Code of 1986 to increase criminal and civil penalties for unauthorized disclosure oJun 11, 2026 Read twice and referred to the Committee on Finance.
S.Res. 746 A resolution designating May 2026 as "National Brain Tumor Awareness Month".May 20, 2026 Submitted in the Senate, considered, and agreed to without amendment and with a preamble by Unanimous Consent.
S. 4489 Dry-Redwater Regional Water Authorization ActSep 16, 2026 Committee on Energy and Natural Resources. Hearings held.
S.Res. 726 A resolution expressing support for the designation of May 5, 2026, as "National Day of Awareness for Missing and MurdeMay 12, 2026 Submitted in the Senate, considered, and agreed to without amendment and with a preamble by Unanimous Consent.
S. 4314 Foster Youth Education and Workforce Opportunity Act of 2026Apr 16, 2026 Read twice and referred to the Committee on Finance.
S. 4041 Cooperative Watershed Management Program Reauthorization Act of 2026Sep 17, 2026 Placed on Senate Legislative Calendar under General Orders. Calendar No. 656.
S. 3940 Access to Fair Financing for Opportunity and Resilient Development ActFeb 26, 2026 Read twice and referred to the Committee on Banking, Housing, and Urban Affairs.
S. 3834 Expanded Telehealth Access ActFeb 11, 2026 Read twice and referred to the Committee on Finance.
S.Res. 589 A resolution congratulating the Montana State University football team for winning the 2025 Division I Football ChampionJan 27, 2026 Submitted in the Senate, considered, and agreed to without amendment and with a preamble by Unanimous Consent.
S. 3671 Increasing Investor Opportunities ActJan 15, 2026 Read twice and referred to the Committee on Banking, Housing, and Urban Affairs.
S. 3635 Fort Peck Water System Reauthorization ActJul 29, 2026 Committee on Energy and Natural Resources. Ordered to be reported without amendment favorably.
S. 3527 Montana Sportsmen Conservation ActMar 4, 2026 Committee on Energy and Natural Resources. Ordered to be reported with an amendment in the nature of a substit
S. 3486 Expand the Behavioral Health Workforce Now ActDec 16, 2025 Read twice and referred to the Committee on Finance.
S. 3409 Lower Yellowstone River Native Fish Conservation ActMar 17, 2026 Committee on Energy and Natural Resources Subcommittee on Water and Power. Hearings held.
CongressSponsoredBecame lawCosponsored
119th662354
118th581450
117th680406

3 former staff now lobbying

KATIE SCHOETTLER
FOLEY & LARDNER LLP
56 clients
TAYLOR BARR
SMARTCONTRACT INC.
1 client
MAKENZIE NOVAK
NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION
1 client
See the data
LobbyistFormer position, as they list itFirmsClientsYears
KATIE SCHOETTLERCommunications Director & Senior Advisor - U.S. Senator Steve Daines; Press Secretary - House Committee on Natural ResourcesFOLEY & LARDNER LLP562023–2026
TAYLOR BARRResearch Assistant, Sen. Daines 2022-23SMARTCONTRACT INC.12026
MAKENZIE NOVAKLA, Congressional Western Caucus, 2021-2022; LA, Rep Matt Rosendale, 2021; Regional Field Director, MT GOP, 2020; LC, Interim Press Assistant, Staff Assistant, Intern, Sen Steve Daines, 2017-2020.NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION12022

Subcommittees

Holdings and trades

$8.5M – $32.8Mnet worth, 2025 report
427trades on their reports
0 of 1trades reported after 45 days
-1 daystypical time to report a trade
0reports filed on paper
5filing extensions

Net worth, year by year

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

$10K$100K$1M$10M$100M201520172019202120232025

Largest holdings, 2025 report

Ag Land Belgrade
Real Estate · Joint
$1.0M+
Residential/Agricultural Property
Real Estate · Joint
$1.0M+
Gen 2
Real Estate · Joint · in Genesis
$1.0M+
Gen 3
Real Estate · Joint · in Genesis
$1.0M+
Gen 7
Real Estate · Joint
$1.0M+
Residential Lot
Real Estate · Joint
$500K+
Gen 1
Real Estate · Joint · in Genesis
$500K+
Vanguard Federal Money Market Fund (Settlement fund)
Bank Deposit · Self
$500K+
Gen Lot 3
Real Estate · Joint · in Genesis
$250K+
Gen Lot 20
Real Estate · Joint · in Genesis
$250K+
American Bank
Bank Deposit · Joint
$100K+
Yellowstone Bank
Bank Deposit · Joint
$100K+
Their 25 largest holdings, as a table
AssetKindOwnerValueIncome
Ag Land BelgradeReal EstateJoint$1.0M – $5.0MRent/Royalties: $5,001 – $15K
Residential/Agricultural PropertyReal EstateJoint$1.0M – $5.0MOther (Barley crop sales): $2,501 – $2,501
Gen 2 in GenesisReal EstateJoint$1.0M – $5.0MRent/Royalties: $100K – $1.0M
Gen 3 in GenesisReal EstateJoint$1.0M – $5.0MRent/Royalties: $100K – $1.0M
Gen 7Real EstateJoint$1.0M – $5.0MRent/Royalties: $100K – $1.0M
Residential LotReal EstateJoint$500K – $1.0MNone: $0 – $200
Gen 1 in GenesisReal EstateJoint$500K – $1.0MRent/Royalties: $15K – $50K
Vanguard Federal Money Market Fund (Settlement fund)Bank DepositSelf$500K – $1.0MDividends: $50K – $100K
Gen Lot 3 in GenesisReal EstateJoint$250K – $500KNone: $0 – $200
Gen Lot 20 in GenesisReal EstateJoint$250K – $500KNone: $0 – $200
American BankBank DepositJoint$100K – $250KInterest: $1,001 – $2,500
Yellowstone BankBank DepositJoint$100K – $250KInterest: $1,001 – $2,500
VTTHX - Vanguard Target Retirement 2035 Fund Investor Shar in Vanguard IRAMutual FundsSelf$100K – $250KDividends, Capital Gains: $2,501 – $5,000
VCPAX Vanguard Core Plus Bond Admiral CL in Vanguard IRAMutual FundsSelf$100K – $250KDividends, Capital Gains: $2,501 – $5,000
Vtinx in Vanguard IRAMutual FundsSelf$100K – $250KDividends, Capital Gains: $5,001 – $15K
Vanguard Federal Money Market Fund in Vanguard IRABank DepositSelf$100K – $250KDividends: $15K – $50K
VEGBX - Vanguard Emerging Markets Bond Fund - Admiral Shares in Vanguard IRAMutual FundsSelf$100K – $250KDividends, Capital Gains: $2,501 – $5,000
VFIAX - Vanguard 500 Index Fund - Admiral Shares in Vanguard IRAMutual FundsSelf$100K – $250KDividends, Capital Gains: $201 – $1,000
VGIAX - Vanguard Growth and Income Fund - Admiral Shares in Vanguard IRAMutual FundsSelf$100K – $250KDividends, Capital Gains: $5,001 – $15K
VMSAX - Vanguard Multi-Sector Income Bond Fund - Admiral Shares in Vanguard IRAMutual FundsSelf$100K – $250KDividends, Capital Gains: $1,001 – $2,500
VPMAX - Vanguard PRIMECAP Fund - Admiral Shares in Vanguard IRAMutual FundsSelf$100K – $250KDividends, Capital Gains: $15K – $50K
VWENX - VANGUARD WELLINGTON FUND - Admiral Shares in Vanguard IRAMutual FundsSelf$100K – $250KDividends, Capital Gains: $5,001 – $15K
Cultivate MD Capital Accelerator FundInvestment FundJoint$100K – $250KCapital Gains: $15K – $50K
Vanguard Federal Money Market FundBank DepositJoint$100K – $250KDividends: $201 – $1,000
VGSTX - Vanguard Star Fund Investor Shares in Vanguard IRAMutual FundsSelf$50K – $100KCapital Gains: $5,001 – $15K

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
20152016201720182019202020212022202320242025

What they trade most

Harbor Bond Institutional (HABDX)
2015–2017 · $494K – $1.4M
21 trades
Vanguard Health Care Fund Admiral Shares (VGHAX)
2017–2023 · $308K – $895K
20 trades
American Funds US Government Sec F2 (GVTFX)
2015–2017 · $376K – $1.1M
16 trades
Vanguard Federal Money Market Fund
2022–2022 · $331K – $890K
15 trades
American Funds Washington Mutual F2 (WMFFX)
2015–2017 · $189K – $535K
14 trades
Nationwide Geneva Mid Cap Growth Fund Institutiona (NWHYX)
2015–2021 · $91K – $365K
14 trades
Columbia Contrarian Core Z (SMGIX)
2015–2017 · $202K – $555K
13 trades
American Funds AMCAP F2 (AMCFX)
2015–2017 · $118K – $420K
13 trades
American Funds Europacific Growth F2 (AEPFX)
2015–2017 · $83K – $370K
13 trades
Vanguard Target Retirement 2035 Fund - Investor Shares (VTTHX)
2018–2025 · $520K – $1.2M
11 trades
Their latest 300 of 427 trades
DateAssetTradeOwnerAmountDays to report
2025-12-23VANGUARD WELLINGTON FUND - Admiral Shares PurchaseSelf$1,001 – $15Kannual
2025-12-23VANGUARD WELLINGTON FUND - Admiral Shares PurchaseSelf$1,001 – $15Kannual
2025-12-23Vanguard Star Fund - Investor Shares PurchaseSelf$1,001 – $15Kannual
2025-12-23Vanguard Star Fund - Investor Shares PurchaseSelf$1,001 – $15Kannual
2025-12-23Vanguard Energy Fund - Admiral Shares PurchaseSelf$1,001 – $15Kannual
2025-12-23Vanguard Star Fund - Investor Shares PurchaseSelf$1,001 – $15Kannual
2025-12-23Vanguard PRIMECAP Fund - Admiral Shares Sale (Partial)Self$15K – $50Kannual
2025-12-17Vanguard PRIMECAP Fund - Admiral Shares PurchaseSelf$15K – $50Kannual
2025-12-17Vanguard PRIMECAP Fund - Admiral Shares PurchaseSelf$1,001 – $15Kannual
2025-12-17Vanguard Growth and Income Fund - Admiral Shares PurchaseSelf$1,001 – $15Kannual
2025-12-17Vanguard Growth and Income Fund - Admiral Shares PurchaseSelf$1,001 – $15Kannual
2025-11-25Vanguard Small-Cap Growth Index Fund - Admiral Shares Sale (Full)Self$15K – $50Kannual
2025-11-25Vanguard Target Retirement 2035 Fund - Investor Shares Sale (Partial)Self$100K – $250Kannual
2025-11-12Vanguard Dividend Growth Fund - Investor Shares Sale (Full)Self$100K – $250Kannual
2025-11-12Vanguard High Dividend Yield Index Fund - Admiral Shares Sale (Full)Self$100K – $250Kannual
2025-11-12Vanguard Dividend Appreciation Index Fund - Admiral Shares Sale (Full)Self$50K – $100Kannual
2025-11-06Vanguard Growth and Income Fund - Investor Shares Sale (Full)Self$100K – $250Kannual
2025-11-06Vanguard Growth and Income Fund - Admiral Shares PurchaseSelf$100K – $250Kannual
2025-09-29Vanguard High Dividend Yield Index Fund - Admiral Shares PurchaseSelf$100K – $250Kannual
2025-09-29Vanguard Target Retirement 2035 Fund - Investor Shares Sale (Partial)Self$50K – $100Kannual
2025-08-28Vanguard 500 Index Fund - Admiral Shares PurchaseSelf$50K – $100Kannual
2025-08-28Vanguard Target Retirement 2035 Fund - Investor Shares Sale (Partial)Self$50K – $100Kannual
2025-08-28Vanguard Dividend Appreciation Index Fund - Admiral Shares PurchaseSelf$50K – $100Kannual
2025-08-20Vanguard Star Fund - Investor Shares PurchaseSelf$15K – $50Kannual
2025-08-20Vanguard Energy Fund - Admiral Shares PurchaseSelf$15K – $50Kannual
2025-08-20Vanguard Dividend Growth Fund - Investor Shares PurchaseSelf$50K – $100Kannual
2025-08-20Vanguard Growth and Income Fund - Investor Shares PurchaseSelf$50K – $100Kannual
2025-08-20Vanguard Multi-Sector Income Bond Fund - Admiral Shares PurchaseSelf$50K – $100Kannual
2025-08-20VANGUARD WELLINGTON FUND - Admiral Shares PurchaseSelf$50K – $100Kannual
2025-08-20Vanguard Target Retirement 2035 Fund - Investor Shares PurchaseSelf$250K – $500Kannual
2025-08-20Vanguard Emerging Markets Bond Fund - Admiral Shares PurchaseSelf$50K – $100Kannual
2025-04-04Vanguard PRIMECAP Fund - Admiral Shares PurchaseSelf$50K – $100Kannual
2025-04-04Vanguard Target Retirement 2035 Fund - Investor Shares PurchaseSelf$50K – $100Kannual
2024-12-30Vanguard Target Retirement 2035 Fund PurchaseSelf$1,001 – $15Kannual
2024-12-30Vanguard Target Retirement Income Fund PurchaseSelf$1,001 – $15Kannual
2024-12-30Vanguard Target Retirement Income Fund PurchaseSelf$1,001 – $15Kannual
2024-07-31Vanguard Star Fund PurchaseSelf$1,001 – $15Kannual
2023-12-27Vanguard Target Retirement Income Fund PurchaseSelf$1,001 – $15Kannual
2023-12-27Vanguard Target Retirement 2035 Fund PurchaseSelf$1,001 – $15Kannual
2023-11-06Vanguard Mid-Cap Index Fund Admiral Shares Sale (Full)Joint$50K – $100Kannual
2023-10-01Gen 5 Sale (Full)Joint$1.0M – $5.0Mannual
2023-08-30Siren Nasdaq NexGen Economy ETF Sale (Full)Self$1,001 – $15Kannual
2023-08-30Strategy Shares Nasdaq 7HANDL Index ETF Sale (Full)Self$15K – $50Kannual
2023-08-30Invesco India ETF Sale (Full)Self$100K – $250Kannual
2023-08-29Siren Nasdaq NexGen Economy ETF Sale (Full)Joint$1,001 – $15Kannual
2023-08-29Amplify Blockchain Leaders ETF Sale (Full)Joint$1,001 – $15Kannual
2023-08-29Amplify Blockchain Leaders ETF Sale (Full)Self$1,001 – $15Kannual
2023-08-29Bitwise Crypto Industry Innovators ETF Sale (Full)Self$1,001 – $15Kannual
2023-08-29Proshares Bitcoin Strategy ETF Sale (Full)Self$15K – $50Kannual
2023-08-24Vanguard Lifestrategy Moderate Growth Fund Sale (Full)Self$50K – $100Kannual
2023-08-24Vanguard Health Care Fund Admiral Shares Sale (Full)Self$100K – $250Kannual
2023-08-24Vimax Sale (Full)Self$15K – $50Kannual
2023-03-28Vanguard Health Care Fund Admiral Shares PurchaseSelf$1,001 – $15Kannual
2023-01-11Valkyrie Bitcoin and Ether Strategy ETF Sale (Full)Joint$1,001 – $15Kannual
2023-01-11Vaneck Bitcoin Strategy ETF Sale (Full)Joint$1,001 – $15Kannual
2023-01-11Ishares MSCI India Small Cap ETF Sale (Full)Joint$15K – $50Kannual
2023-01-11Proshares Bitcoin Strategy ETF Sale (Full)Joint$1,001 – $15Kannual
2023-01-10Vanguard International Growth Fund Admiral Share Sale (Full)Joint$15K – $50Kannual
2022-12-30Vanguard Federal Money Market Fund PurchaseSelf$1,001 – $15Kannual
2022-12-28Vanguard Target Retirement 2035 Fund PurchaseSelf$1,001 – $15Kannual
2022-12-28Vanguard Target Retirement Income Fund PurchaseSelf$1,001 – $15Kannual
2022-12-28Vanguard Star Fund PurchaseSelf$1,001 – $15Kannual
2022-12-28Vanguard Health Care Fund Admiral Shares PurchaseSelf$1,001 – $15Kannual
2022-12-23Invesco India ETF PurchaseSelf$1,001 – $15Kannual
2022-12-14Vanguard International Growth Fund Admiral Share PurchaseJoint$1,001 – $15Kannual
2022-12-12Vanguard Federal Money Market Fund Sale (Partial)Joint$15K – $50Kannual
2022-11-30Vanguard Federal Money Market Fund PurchaseSelf$1,001 – $15Kannual
2022-10-31Vanguard Federal Money Market Fund PurchaseSelf$1,001 – $15Kannual
2022-10-28Land - Belgrade, MT PurchaseJoint$1.0M – $5.0Mannual
2022-10-13Vanguard Federal Money Market Fund Sale (Partial)Joint$50K – $100Kannual
2022-10-12Vanguard Federal Money Market Fund Sale (Partial)Joint$50K – $100Kannual
2022-09-30Vanguard Federal Money Market Fund PurchaseSelf$1,001 – $15Kannual
2022-08-31Vanguard Federal Money Market Fund PurchaseSelf$1,001 – $15Kannual
2022-07-11Vanguard Federal Money Market Fund Sale (Partial)Joint$100K – $250Kannual
2022-03-28Vanguard Federal Money Market Fund PurchaseJoint$15K – $50Kannual
2022-03-28Vanguard Health Care Fund Admiral Shares PurchaseSelf$1,001 – $15Kannual
2022-03-25Vanguard Inflation Protected Securities Fund Sale (Full)Joint$15K – $50Kannual
2022-02-15Vanguard Federal Money Market Fund PurchaseJoint$15K – $50Kannual
2022-02-14VCPAX - Vanguard Core Plus Bond Admiral CL Sale (Full)Joint$15K – $50Kannual
2022-02-07Vanguard Federal Money Market Fund Sale (Partial)Self$50K – $100Kannual
2022-02-03Invesco India ETF PurchaseSelf$50K – $100Kannual
2022-01-18Vanguard Federal Money Market Fund Sale (Partial)Joint$15K – $50Kannual
2022-01-14Vanguard Federal Money Market Fund Sale (Partial)Joint$1,001 – $15Kannual
2022-01-14Vanguard Federal Money Market Fund Sale (Partial)Self$15K – $50Kannual
2022-01-13Valkyrie Bitcoin Strategy ETF PurchaseJoint$1,001 – $15Kannual
2022-01-13Proshares Bitcoin Strategy ETF PurchaseJoint$1,001 – $15Kannual
2022-01-12Vaneck ETF Trust Vaneck Bitcoin Strategy ETF PurchaseJoint$1,001 – $15Kannual
2022-01-12Proshares Bitcoin Strategy ETF PurchaseSelf$15K – $50Kannual
2021-12-29Vanguard Target Retirement Income Fund PurchaseSelf$1,001 – $15Kannual
2021-12-29Vanguard Target Retirement 2035 Fund PurchaseSelf$1,001 – $15Kannual
2021-12-29Vanguard Star Fund PurchaseSelf$1,001 – $15Kannual
2021-12-29Vanguard Lifestrategy Moderate Growth Fund PurchaseSelf$1,001 – $15Kannual
2021-12-29Vanguard Health Care Fund Admiral Shares PurchaseSelf$1,001 – $15Kannual
2021-12-15Vanguard International Growth Fund Admiral Share PurchaseJoint$1,001 – $15Kannual
2021-12-10Strategy Shares Nasdaq 7HANDL Index ETF PurchaseSelf$15K – $50Kannual
2021-11-08Invesco India ETF PurchaseSelf$50K – $100Kannual
2021-11-08Ishares MSCI India Small Cap ETF PurchaseJoint$15K – $50Kannual
2021-10-18Vanguard Ultra-Short-Term Bond Fund Admiral Sale (Full)Self$100K – $250Kannual
2021-10-18VCPAX - Vanguard Core Plus Bond Admiral CL PurchaseSelf$50K – $100Kannual
2021-10-18VCPAX - Vanguard Core Plus Bond Admiral CL PurchaseJoint$15K – $50Kannual
2021-10-15Vanguard Target Retirement 2040 Fund Sale (Full)Self$100K – $250Kannual
2021-08-16Siren Nasdaq NexGen Economy ETF PurchaseSelf$1,001 – $15Kannual
2021-08-16Bitwise Crypto Industry Innovators ETF PurchaseSelf$1,001 – $15Kannual
2021-08-16BLOK - Amplify Blockchain Leaders ETF PurchaseSelf$1,001 – $15Kannual
2021-08-16Siren Nasdaq NexGen Economy ETF PurchaseJoint$1,001 – $15Kannual
2021-08-05Vanguard Explorer Fd Sale (Full)Self$15K – $50Kannual
2021-08-05Vanguard Dividend Appreciation Index Fund Admira Sale (Full)Self$15K – $50Kannual
2021-08-05Nationwide Geneva Mid Cap Growth Fund Institutio Sale (Full)Self$50K – $100Kannual
2021-08-05Meridian Small Cap Growth Fund - Investor Class Sale (Full)Self$15K – $50Kannual
2021-08-05Wf Special Small Cap Value Fund Admin Class Sale (Full)Self$15K – $50Kannual
2021-08-02Vanguard Total Stock Market Index Fd Admiral Shs Sale (Full)Self$50K – $100Kannual
2021-08-02Vanguard Target Retirement 2020 Fund Sale (Full)Self$250K – $500Kannual
2021-08-02Vanguard Balanced Index Fd Admiral Shs Sale (Full)Self$100K – $250Kannual
2021-08-02Vanguard Ultra-Short-Term Bond Fund Admiral Sale (Full)Joint$100K – $250Kannual
2021-07-13Vanguard Inflation Protected Securities Fund PurchaseJoint$1,001 – $15Kannual
2021-07-02Vanguard Ultra-Short-Term Bond Fund Admiral Sale (Partial)Self$250K – $500Kannual
2021-07-02Vanguard Target Retirement Income Fund PurchaseSelf$100K – $250Kannual
2021-07-02Vanguard Target Retirement 2020 Fund PurchaseSelf$250K – $500Kannual
2021-06-04Vanguard Wellesley Income Fund Admiral Shares Sale (Full)Joint$50K – $100Kannual
2021-06-04Vanguard U.S. Growth Fund Sale (Full)Joint$15K – $50Kannual
2021-06-04Vanguard GNMA Fund Sale (Full)Joint$15K – $50Kannual
2021-05-28Vanguard Ultra-Short-Term Bond Fund Admiral PurchaseSelf$100K – $250Kannual
2021-05-28Vanguard Target Retirement 2030 Fund Sale (Full)Self$100K – $250Kannual
2021-05-21BLOK - Amplify Blockchain Leaders ETF PurchaseJoint$1,001 – $15Kannual
2021-05-13Vanguard Short-Term Treasury Index Fund Admiral Sale (Full)Joint$15K – $50Kannual
2021-05-13Vanguard Intermediate-Term Treasury Fund Sale (Full)Joint$15K – $50Kannual
2021-05-13Vanguard Intermediate-Term Bond Index Fund Admir Sale (Full)Joint$15K – $50Kannual
2021-05-03Vanguard Target Retirement 2040 Fund PurchaseSelf$100K – $250Kannual
2021-05-03Vanguard Intermediate-Term Investment Grade Fund Sale (Full)Self$100K – $250Kannual
2021-04-20Cultivate MD Capital Accelerator Fund PurchaseJoint$100K – $250Kannual
2021-03-26Vanguard Health Care Fund Admiral Shares PurchaseSelf$1,001 – $15Kannual
2021-03-18Vanguard U.S. Growth Fund Investor Shares Sale (Partial)Joint$15K – $50Kannual
2021-03-12Vanguard U.S. Growth Fund PurchaseJoint$15K – $50Kannual
2021-03-12Vanguard Long-Term Treasury Index Fund Admiral S Sale (Full)Joint$15K – $50Kannual
2021-03-11Vanguard Ultra-Short-Term Bond Fund Admiral PurchaseJoint$100K – $250Kannual
2021-03-09Vanguard Intermediate-Term Treasury Index Fund A Sale (Full)Joint$15K – $50Kannual
2021-03-09Vanguard Intermediate-Term Investment Grade Fund Sale (Full)Joint$100K – $250Kannual
2021-02-04Vanguard Ultra-Short-Term Bond Fund Admiral Sale (Full)Joint$100K – $250Kannual
2021-01-20Vanguard Ultra-Short-Term Bond Fund Admiral PurchaseSelf$250K – $500Kannual
2021-01-20Vanguard Ultra-Short-Term Bond Fund Admiral PurchaseJoint$100K – $250Kannual
2020-12-29Vanguard Intermediate-Term Investment-Grade Fund A PurchaseJoint$1,001 – $15Kannual
2020-12-17Vanguard Global Capital Cycles Fund Investor Share Sale (Full)Self$15K – $50Kannual
2020-12-17Artisan Mid Cap Value Fund Advisor Class Sale (Full)Self$15K – $50Kannual
2020-12-17Vanguard Health Care Fund Admiral Shares PurchaseSelf$15K – $50Kannual
2020-12-02Vanguard Intermediate-Term Investment-Grade Fund A PurchaseJoint$15K – $50Kannual
2020-12-02Vanguard Mid-Cap Index Fund Admiral Shares PurchaseJoint$15K – $50Kannual
2020-12-02Vanguard Wellesley Income Fund Admiral Shares PurchaseJoint$15K – $50Kannual
2020-12-02Vanguard International Growth Fund Admiral Shares PurchaseJoint$15K – $50Kannual
2020-12-02Vanguard U.S. Growth Fund Investor Shares PurchaseJoint$15K – $50Kannual
2020-08-24Vanguard LifeStrategy Income Fund Investor Shares Sale (Full)Joint$100K – $250Kannual
2020-08-24Vanguard Short-Term Investment-Grade Fund Admiral Sale (Full)Joint$100K – $250Kannual
2020-08-24Vanguard LifeStrategy Growth Fund Investor Shares Sale (Full)Self$15K – $50Kannual
2020-08-24Vanguard Balanced Index Fund Admiral Shares Sale (Partial)Self$15K – $50Kannual
2020-08-24Vanguard Intermediate-Term Investment-Grade Fund A Sale (Partial)Self$50K – $100Kannual
2020-08-24Vanguard Health Care Fund Admiral Shares Sale (Partial)Self$50K – $100Kannual
2020-08-24Vanguard International Growth Fund Investor Shares Sale (Full)Self$15K – $50Kannual
2020-07-10Vanguard LifeStrategy Income Fund Investor Shares PurchaseJoint$50K – $100Kannual
2020-07-10Energy Select Sector SPDR Fund Sale (Full)Self$1,001 – $15Kannual
2020-07-10Vanguard Health Care Fund Admiral Shares Sale (Partial)Self$50K – $100Kannual
2020-07-09Vanguard Intermediate-Term Investment-Grade Fund A PurchaseJoint$50K – $100Kannual
2020-07-09Vanguard Short-Term Investment-Grade Fund Admiral PurchaseJoint$50K – $100Kannual
2020-07-09Vanguard Intermediate-Term Investment-Grade Fund A PurchaseSelf$100K – $250Kannual
2020-06-08Vanguard Intermediate-Term Bond Index Fund Admiral PurchaseJoint$15K – $50Kannual
2020-06-08Vanguard GNMA Fund Investor Shares PurchaseJoint$15K – $50Kannual
2020-06-08Vanguard Intermediate-Term Treasury Fund Investor PurchaseJoint$15K – $50Kannual
2020-06-08Vanguard Inflation-Protected Securities Fund Inves PurchaseJoint$15K – $50Kannual
2020-06-08Vanguard Long-Term Treasury Index Fund Admiral Sha PurchaseJoint$15K – $50Kannual
2020-06-08Vanguard Short-Term Treasury Index Fund Admiral Sh PurchaseJoint$15K – $50Kannual
2020-06-08Vanguard Intermediate-Term Treasury Index Fund Adm PurchaseJoint$15K – $50Kannual
2020-06-02Quantum Office Building (Bozeman) Sale (Full)Joint$500K – $1.0Mannual
2020-03-19Vanguard Explorer Fund Investor Class Sale (Full)Joint$1,001 – $15Kannual
2020-03-19Vanguard High Dividend Yield Index Fund Admiral Sale (Full)Joint$15K – $50Kannual
2020-03-19Vanguard Small-Cap Growth Index Fund Admiral Share Sale (Full)Joint$15K – $50Kannual
2020-03-19Vanguard Tax-Managed Small Cap Fund Admiral Shares Sale (Full)Joint$1,001 – $15Kannual
2020-03-18Vanguard Dividend Appreciation Index Fund Admiral Sale (Full)Joint$15K – $50Kannual
2020-03-18Vanguard Managed Allocation Fund Investor Shares Sale (Full)Joint$15K – $50Kannual
2020-03-18Vanguard Tax-Managed Capital Appreciation Fund Adm Sale (Full)Joint$15K – $50Kannual
2020-03-18Vanguard Target Retirement 2025 Fund Investor Shar Sale (Full)Joint$1,001 – $15Kannual
2020-02-27Vanguard U.S. Growth Fund Investor Shares PurchaseJoint$15K – $50Kannual
2020-02-15Real Estate Commercial (West Union, IA) Sale (Full)Spouse$1,001 – $15Kannual
2020-02-13Vanguard Managed Allocation Fund Investor Shares PurchaseJoint$15K – $50Kannual
2019-12-27Vanguard Target Retirement 2040 Fund Investor Shar PurchaseSelf$1,001 – $15Kannual
2019-12-27Vanguard Target Retirement 2030 Fund Investor Shar PurchaseSelf$1,001 – $15Kannual
2019-12-27Vanguard Target Retirement 2035 Fund Investor Shar PurchaseSelf$1,001 – $15Kannual
2019-12-20Nationwide Geneva Mid Cap Growth Fund Institutiona PurchaseSelf$1,001 – $15Kannual
2019-12-19Nationwide Geneva Mid Cap Growth Fund Institutiona Sale (Partial)Self$1,001 – $15Kannual
2019-12-17Vanguard Health Care Fund Admiral Shares PurchaseSelf$1,001 – $15Kannual
2019-12-17Vanguard Health Care Fund Admiral Shares PurchaseSelf$1,001 – $15Kannual
2019-12-17Vanguard Health Care Fund Admiral Shares Sale (Partial)Self$1,001 – $15Kannual
2019-12-14Gen 4 Sale (Full)Joint$500K – $1.0Mannual
2019-11-25Artisan Mid Cap Value Fund Advisor Class PurchaseSelf$1,001 – $15Kannual
2019-11-21Artisan Mid Cap Value Fund Advisor Class Sale (Partial)Self$1,001 – $15Kannual
2019-06-17Residential Lot PurchaseJoint$100K – $250Kannual
2019-03-29Vanguard Health Care Fund Admiral Shares PurchaseSelf$1,001 – $15Kannual
2019-03-29Vanguard Health Care Fund Admiral Shares Sale (Partial)Self$1,001 – $15Kannual
2018-12-28Vanguard Target Retirement 2030 Fund Investor Shar PurchaseSelf$1,001 – $15Kannual
2018-12-24Matthews China Dividend Fund Investor Class Sale (Full)Joint$15K – $50Kannual
2018-12-24Matthews China Fund Investor Class Sale (Full)Self$15K – $50Kannual
2018-12-24Invesco Greater China Fund Class A Sale (Full)Self$15K – $50Kannual
2018-12-24Janus Henderson International Opportunities Fund C Sale (Full)Self$15K – $50Kannual
2018-12-20Janus Henderson International Opportunities Fund C PurchaseSelf$1,001 – $15Kannual
2018-12-20Nationwide Geneva Mid Cap Growth Fund Institutiona PurchaseSelf$1,001 – $15Kannual
2018-12-18Invesco Greater China Fund Class A PurchaseSelf$1,001 – $15Kannual
2018-12-18Vanguard Health Care Fund Admiral Shares PurchaseSelf$1,001 – $15Kannual
2018-12-13Matthews China Fund Investor Class PurchaseSelf$1,001 – $15Kannual
2018-11-23Artisan Mid Cap Value Fund Advisor Class PurchaseSelf$1,001 – $15Kannual
2018-08-21Matthews China Dividend Fund Investor Class PurchaseJoint$15K – $50Kannual
2018-08-21Invesco Greater China Fund Class A PurchaseSelf$15K – $50Kannual
2018-08-21Matthews China Fund Investor Class PurchaseSelf$15K – $50Kannual
2018-08-16Vanguard U.S. Growth Fund Investor Shares PurchaseJoint$15K – $50Kannual
2018-08-16Vanguard Tax-Managed Capital Appreciation Fund Adm PurchaseJoint$15K – $50Kannual
2018-08-16Vanguard Explorer Fund Investor Class PurchaseSelf$15K – $50Kannual
2018-08-16Vanguard High Dividend Yield Index Fund Investor S PurchaseSelf$15K – $50Kannual
2018-08-16Vanguard LifeStrategy Growth Fund Investor Shares PurchaseSelf$15K – $50Kannual
2018-08-16Vanguard Star Fund Investor Shares PurchaseSelf$15K – $50Kannual
2018-08-16Vanguard Target Retirement 2040 Fund Investor Shar PurchaseSelf$15K – $50Kannual
2018-08-16Vanguard Target Retirement 2030 Fund Investor Shar PurchaseSelf$15K – $50Kannual
2018-08-16Vanguard LifeStrategy Moderate Growth Fund Investo PurchaseSelf$15K – $50Kannual
2018-08-16Vanguard Target Retirement 2035 Fund Investor Shar PurchaseSelf$15K – $50Kannual
2018-08-15Vanguard Tax-Managed Small Cap Fund Admiral Shares PurchaseJoint$15K – $50Kannual
2018-08-15Vanguard Small-Cap Growth Index Fund Admiral Share PurchaseJoint$15K – $50Kannual
2018-08-15Vanguard High Dividend Yield Index Fund Investor S PurchaseJoint$15K – $50Kannual
2018-08-15Vanguard Explorer Fund Investor Class PurchaseJoint$15K – $50Kannual
2018-08-15Vanguard Dividend Appreciation Index Fund Admiral PurchaseJoint$15K – $50Kannual
2018-08-15Vanguard Small-Cap Growth Index Fund Admiral Share PurchaseSelf$15K – $50Kannual
2018-07-19Vanguard Mid-Cap Index Fund Admiral Shares PurchaseSelf$15K – $50Kannual
2018-07-19Vanguard International Growth Fund Investor Shares PurchaseSelf$15K – $50Kannual
2018-07-18Vanguard Total Stock Market Index Fund Admiral Sha PurchaseSelf$15K – $50Kannual
2018-03-29Vanguard Health Care Fund Admiral Shares PurchaseSelf$1,001 – $15Kannual
2018-02-09Gen 6 Building Sale (Full)Self$250K – $500Kannual
2018-01-24Vanguard Health Care Fund Admiral Shares PurchaseSelf$50K – $100Kannual
2017-12-28Vanguard Target Retirement 2030 Inv PurchaseSelf$100K – $250Kannual
2017-12-20Vanguard Health Care Adm PurchaseSelf$1,001 – $15Kannual
2017-12-20Nationwide Geneva Mid Cap Gr Instl Svc PurchaseSelf$1,001 – $15Kannual
2017-11-29Commercial Lot (Belgrade, MT) Sale (Full)Self$15K – $50Kannual
2017-11-24Artisan Mid Cap Value Advisor PurchaseSelf$1,001 – $15Kannual
2017-10-03Vanguard Dividend Appreciation Index Adm PurchaseSelf$1,001 – $15Kannual
2017-09-18Vanguard Precious Metals and Mining Inv PurchaseSelf$15K – $50Kannual
2017-09-06American Funds Washington Mutual F2 Sale (Full)Self$50K – $100Kannual
2017-09-06Thornburg Limited Term Income C Sale (Full)Self$50K – $100Kannual
2017-09-06Columbia Contrarian Core Inst Sale (Full)Self$50K – $100Kannual
2017-09-06Oppenheimer Developing Markets Y Sale (Full)Self$15K – $50Kannual
2017-09-06Harbor Bond Institutional Sale (Full)Self$100K – $250Kannual
2017-09-06American Funds American Balanced C Sale (Full)Self$50K – $100Kannual
2017-09-06American Funds AMCAP F2 Sale (Full)Self$15K – $50Kannual
2017-09-06American Funds American High-Inc F2 Sale (Full)Self$50K – $100Kannual
2017-09-06American Funds Europacific Growth F2 Sale (Full)Self$15K – $50Kannual
2017-09-06American Beacon International Eq Instl Sale (Full)Self$15K – $50Kannual
2017-07-25Vanguard Health Care Adm PurchaseSelf$15K – $50Kannual
2017-07-25Vanguard Balanced Index Adm PurchaseSelf$50K – $100Kannual
2017-07-24Vanguard Health Care Adm PurchaseSelf$15K – $50Kannual
2017-07-24American Funds US Government Sec F2 Sale (Full)Self$100K – $250Kannual
2017-07-17Energy Select Sector SPDR ETF PurchaseSelf$1,001 – $15Kannual
2017-07-17Thornburg Limited Term Income C PurchaseSelf$50K – $100Kannual
2017-07-17American Funds American Balanced C PurchaseSelf$50K – $100Kannual
2017-07-17Thornburg Limited Term Income C Sale (Full)Joint$50K – $100Kannual
2017-07-17Energy Select Sector SPDR ETF Sale (Full)Joint$1,001 – $15Kannual
2017-07-17American Funds American Balanced C Sale (Full)Joint$50K – $100Kannual
2017-07-14Vanguard Target Retirement 2025 Inv PurchaseJoint$1,001 – $15Kannual
2017-07-14American Funds Washington Mutual F2 PurchaseSelf$50K – $100Kannual
2017-07-14Columbia Contrarian Core Inst PurchaseSelf$50K – $100Kannual
2017-07-14Oppenheimer Developing Markets Y PurchaseSelf$15K – $50Kannual
2017-07-14Nationwide Geneva Mid Cap Gr Instl Svc PurchaseSelf$15K – $50Kannual
2017-07-14Meridian Small Cap Growth Investor PurchaseSelf$1,001 – $15Kannual
2017-07-14Janus Henderson International Opps I PurchaseSelf$15K – $50Kannual
2017-07-14Harbor Bond Institutional PurchaseSelf$100K – $250Kannual
2017-07-14American Funds US Government Sec F2 PurchaseSelf$100K – $250Kannual
2017-07-14Wells Fargo Special Small Cap Value Adm PurchaseSelf$1,001 – $15Kannual
2017-07-14Artisan Mid Cap Value Advisor PurchaseSelf$15K – $50Kannual
2017-07-14American Funds AMCAP F2 PurchaseSelf$15K – $50Kannual
2017-07-14American Funds American High-Inc F2 PurchaseSelf$50K – $100Kannual
2017-07-14American Funds Europacific Growth F2 PurchaseSelf$15K – $50Kannual
2017-07-14American Beacon International Eq Instl PurchaseSelf$15K – $50Kannual
2017-07-14Wells Fargo Special Small Cap Value Adm Sale (Full)Self$1,001 – $15Kannual
2017-07-14American Funds Washington Mutual F2 Sale (Full)Self$50K – $100Kannual
2017-07-14Oppenheimer Developing Markets Y Sale (Full)Self$15K – $50Kannual
2017-07-14Nationwide Geneva Mid Cap Gr Instl Svc Sale (Full)Self$15K – $50Kannual
2017-07-14Meridian Small Cap Growth Investor Sale (Full)Self$1,001 – $15Kannual
2017-07-14Janus Henderson International Opps I Sale (Full)Self$15K – $50Kannual
2017-07-14Harbor Bond Institutional Sale (Full)Self$100K – $250Kannual
2017-07-14American Funds Europacific Growth F2 Sale (Full)Self$15K – $50Kannual
2017-07-14Columbia Contrarian Core Inst Sale (Full)Self$50K – $100Kannual
2017-07-14Artisan Mid Cap Value Advisor Sale (Full)Self$15K – $50Kannual
2017-07-14American Funds American High-Inc F2 Sale (Full)Self$50K – $100Kannual
2017-07-14American Funds US Government Sec F2 Sale (Full)Self$100K – $250Kannual
2017-07-14American Beacon International Eq Instl Sale (Full)Self$15K – $50Kannual
2017-07-14American Funds AMCAP F2 Sale (Full)Self$15K – $50Kannual
2017-06-30Harbor Bond Institutional PurchaseSelf$1,001 – $15Kannual
2017-06-19American Funds Washington Mutual F2 PurchaseSelf$1,001 – $15Kannual
2017-06-02Bridger Technologies, Inc. Sale (Full)Joint$15K – $50K-1
2017-03-29Oppenheimer Developing Markets Y PurchaseSelf$15K – $50Kannual
2017-03-29Wells Fargo Special Small Cap Value Adm PurchaseSelf$1,001 – $15Kannual
2017-03-28Harbor Bond Institutional Sale (Partial)Self$50K – $100Kannual
2017-03-28American Funds US Government Sec F2 Sale (Partial)Self$15K – $50Kannual
2017-03-28American Funds Washington Mutual F2 PurchaseSelf$15K – $50Kannual
2017-03-28Nationwide Geneva Mid Cap Gr Instl Svc PurchaseSelf$1,001 – $15Kannual
2017-03-28Meridian Small Cap Growth Investor PurchaseSelf$1,001 – $15Kannual
2017-03-28Janus Henderson International Opps I PurchaseSelf$1,001 – $15Kannual
2017-03-28American Funds Europacific Growth F2 PurchaseSelf$15K – $50Kannual
2017-03-28Columbia Contrarian Core Inst PurchaseSelf$15K – $50Kannual

Financial disclosures

20 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, 2026Annual Report for Calendar 202533
May 5, 2025Annual Report for Calendar 20244
Nov 12, 2024Annual Report for Calendar 2023 (Amendment 1)21
May 8, 2024Annual Report for Calendar 202321
Apr 26, 2023Annual Report for Calendar 202230
May 16, 2022Annual Report for Calendar 202151
May 14, 2021Annual Report for Calendar 202042
Aug 10, 2020Annual Report for Calendar 201914
Apr 16, 2020Annual Report for 2019 Due Date Extension 10
Jun 6, 2019Annual Report for Calendar 201836
May 28, 2019Annual Report for 2018 Due Date Extension 20
May 14, 2019Annual Report for 2018 Due Date Extension 10
Jun 27, 2018Annual Report for Calendar 2017 (Amendment 1)84
Jun 19, 2018Annual Report for Calendar 201784
Jun 15, 2018Periodic Transaction Report for 06/01/2017 (Amendment 1)1
Jun 5, 2018Annual Report for 2017 Due Date Extension 20
May 15, 2018Annual Report for 2017 Due Date Extension 10
Jun 1, 2017Periodic Transaction Report for 06/01/20171
May 11, 2017Annual Report for Calendar 201652
May 12, 2016Annual Report for Calendar 201559

2 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); none fixed by an amendment.

Trades with a date that can't be right
Report filedTrade dateAssetProblemSince
Jun 1, 20172017-06-02Bridger Technologies, Inc.Dated after the report was filedRepeated on the amendment
May 14, 20212021-03-18Vanguard U.S. Growth Fund Investor Shares (VWUSX)Outside the year the report coversNever amended