Chuck Grassley R
Republican senator from Iowa, serving since Jan 5, 1981. Up for re-election in 2028.
- Agriculture, Nutrition, and Forestry
- Finance
- Budget
- Judiciary · Chairman
- United States Senate Caucus on International Narcotics Control
Among all 100 senators
Each dot is a senator; Grassley is the ringed one. Hover or tap a dot for who it is.
Raised
Their campaign's receipts in its latest two-year period (FEC); a log scale
Votes with their party
On party votes in the 119th Congress: most Democrats against most Republicans
Missed votes
Share of the 119th Congress's roll calls they didn't vote on
Lobbyists' giving
Contributions and honors lobbyists and their firms report giving them (LD-203), 2021 on; a log scale
Money from out of state
Share of their itemized individual contributions from donors outside their state, latest period (FEC)
Bills sponsored
In the 119th Congress (Congress.gov)
Voting record
Voteview's DW-NOMINATE first dimension, from every roll call they cast
Where their campaign money comes from
- Individuals
- PACs
- Parties
- Candidate's own money
- Other
See the data
| Period | Raised | Individuals | PACs | Parties | Own money | Spent | Cash | Outside for | Outside against |
|---|---|---|---|---|---|---|---|---|---|
| 2025–26 | $527,998 | $290,864 | $71,500 | $0 | $0 | $373,499 | $487,400 | $0 | $0 |
| 2023–24 | $770,101 | $483,310 | $109,000 | $0 | $0 | $878,623 | $332,901 | $25,391 | $0 |
| 2021–22 | $9,533,641 | $5,613,178 | $2,300,872 | $51,200 | $0 | $10,930,809 | $441,424 | $2,398,851 | $150,696 |
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 Iowa versus everywhere else, each period.
- From Iowa
- From out of state
Where it came from
- Less
- More
- Their state
Their donors' employers
Employers as donors wrote them, 2021 on (retired and not employed donors aside).
The largest donors, and the numbers
| Period | Itemized | Contributions | From IA | Retired donors |
|---|---|---|---|---|
| 2025–26 | $122,758 | 2,512 | 33% | 68% |
| 2023–24 | $220,584 | 3,771 | 33% | 65% |
| 2021–22 | $3,503,414 | 20,632 | 48% | 39% |
| Donor | Where | Employer, occupation | Total |
|---|---|---|---|
| PAPPAJOHN, JOHN | DES MOINES, IA | SELF-EQUITY DYNAMISS, VENTURE CAPITAL | $12,900 |
| STURGEON, ROBERT | URBANDALE, IA | RETIRED, RETIRED | $12,520 |
| ALBAUGH, DENNIS | ANKENY, IA | ALBAUGH, LLC, OWNER | $11,600 |
| BALL, ALLEN | IDAHO FALLS, ID | BALL VENTURES, CEO | $11,600 |
| BUTLER, ANDREW | DUBUQUE, IA | COTTINGHAM & BUTLER, INC, INSURANCE | $11,600 |
| BUTLER, JOHN | DUBUQUE, IA | COTTINGHAM BUTLER, CHAIRMAN | $11,600 |
| CROOKHAM, JOE P | OSKALOOSA, IA | MUSCO LIGHTING, OWNER | $11,600 |
| DAVISON, VICKI MS. | MARSHALLTOWN, IA | WOLFE EYE CLINIC, DOCTOR | $11,600 |
| DUROE, SUZANNE | JESUP, IA | RETIRED, RETIRED | $11,600 |
| ERGEN, CHARLES | ENGLEWOOD, CO | DISH NETWORK, CHAIRMAN | $11,600 |
| KENT, GAGE A. | MUSCATINE, IA | KENT CORPORATION, CEO | $11,600 |
| MCANINCH, DOUGLAS D | DES MOINES, IA | MCANINCH CORPORATION, PRESIDENT | $11,600 |
| VAN DIEST, ROBERT | WEBSTER CITY, IA | VAN DIEST SUPPLY, PRESIDENT | $11,600 |
| VANDERSLOOT, FRANK | IDAHO FALLS, ID | MELALEUCA, INC, CEO | $11,600 |
| VOORHEES, PETER E | CEDAR FALLS, IA | STANDARD GOLF, OWNER | $11,600 |
| WELLS, CHERYL L | LE MARS, IA | SELF, HOMEMAKER | $11,600 |
| CAFARO, JOHN | BROOKFIELD, OH | SELF, REAL ESTATE | $10,800 |
| SPIEGEL, A.J. | PEOSTA, IA | MI-T-M CORP, CEO | $10,800 |
| HADLEY, LEONARD | CEDAR RAPIDS, IA | RETIRED, RETIRED | $9,300 |
| TAFT, NANCY | SOUTHFIELD, MI | RETIRED, RETIRED | $8,870 |
| PETERSON, CORDELL | REINBECK, IA | PETERSON CONTRACTORS, PRESIDENT | $8,767 |
| FAGEN, RON | GRANITE FALLS, MN | FAGEN INC., CONTRACTOR | $8,300 |
| DIMARE, SCOTT | BRADENTON, FL | SELF EMPLOYED, FARMER | $8,225 |
| BOOTE, STEVE | SIOUX FALLS, SD | EAGLE CONST. TALON DEVELOPMENT, CEO | $7,900 |
| DENNER, KEITH | WEST DES MOINES, IA | PPM, PRESIDENT | $7,900 |
Their biggest PAC and party givers
All 25
| Committee | Connected organization | Total | Gifts |
|---|---|---|---|
| NRSC | YOUNG VICTORY COMMITTEE | $51,200 | 2 |
| TRUE NORTH PAC | SULLIVAN | $20,000 | 4 |
| AMERICAN ASSOCIATION OF NURSE PRACTITIONERS POLITICAL ACTION COMMITTEE | AMERICAN ASSOCIATION OF NURSE PRACTITIONERS | $15,000 | 3 |
| HY-VEE INC EMPLOYEES' POLITICAL ACTION COMMITTEE | HY-VEE PAC | $13,500 | 4 |
| ALSTON & BIRD PAC | NONE | $13,500 | 4 |
| NATIONAL STRUCTURED SETTLEMENTS TRADE ASSOCIATION PAC | NATIONAL STRUCTURED SETTLEMENTS TRADE ASSOCIATION | $13,000 | 3 |
| DEERE & COMPANY PAC (AKA JOHN DEERE PAC) | DEERE & COMPANY | $12,500 | 3 |
| CHARTER COMMUNICATIONS INC. POLITICAL ACTION COMMITTEE | CHARTER COMMUNICATIONS INC. | $12,500 | 3 |
| TARGET CORPORATION CITIZENS POLITICAL FORUM (TARGETCITIZENS POLITICAL FORUM) | TARGET CORPORATION | $12,000 | 6 |
| SYNGENTA CORPORATION EMPLOYEE POLITICAL ACTION COMMITTEE | $11,500 | 5 | |
| AMERICAN COUNCIL OF LIFE INSURERS POLITICAL ACTION COMMITTEE | AMERICAN COUNCIL OF LIFE INSURERS | $11,500 | 6 |
| AMERICAN COLLEGE OF RADIOLOGY ASSOCIATION PAC | AMERICAN COLLEGE OF RADIOLOGY ASSOCIATION | $11,500 | 3 |
| PRUDENTIAL FINANCIAL INC. FEDERAL POLITICAL ACTION COMMITTEE (AKA - PRUDENTIAL FEDERAL PAC) | PRUDENTIAL FINANCIAL, INC. | $11,000 | 5 |
| WORKING FOR OHIO | VANCE | $10,000 | 2 |
| WILD AND WONDERFUL PAC | $10,000 | 2 | |
| WELLS FARGO AND COMPANY EMPLOYEES GOOD GOVERNMENT FEDERAL FUND II | WELLS FARGO AND COMPANY NORTH CAROLINA EMPLOYEES GOOD GOVERNMENT FUND | $10,000 | 2 |
| VERIZON COMMUNICATIONS, INC. POLITICAL ACTION COMMITTEE (VERIZON PAC) | $10,000 | 3 | |
| TOMORROW IS MEANINGFUL PAC | SCOTT | $10,000 | 2 |
| TOGETHER HOLDING OUR MAJORITY PAC | NC RED | $10,000 | 2 |
| THE HOME DEPOT INC. POLITICAL ACTION COMMITTEE | THE HOME DEPOT INC. | $10,000 | 2 |
| THE FARM CREDIT COUNCIL POLITICAL ACTION COMMITTEE | THE FARM CREDIT COUNCIL | $10,000 | 4 |
| THE COUNCIL OF INSURANCE AGENTS & BROKERS POLITICAL ACTION COMMITTEE | COUNCIL OF INSURANCE AGENTS & BROKERS | $10,000 | 2 |
| THE BOEING COMPANY POLITICAL ACTION COMMITTEE | THE BOEING COMPANY | $10,000 | 5 |
| THE AMERICAN OCCUPATIONAL THERAPY ASSOCIATION, INC. POLITICAL ACTION COMMITTEE (AOTPAC) | THE AMERICAN OCCUPATIONAL THERAPY ASSOCIATION, INC. | $10,000 | 8 |
| STRATEGY PAC | $10,000 | 2 |
Outside spending for and against them
- Against them
- For them
Who spent it
See the data
| Spender | For or against | Total | Reports |
|---|---|---|---|
| NATIONAL ASSOCIATION OF REALTORS CONGRESSIONAL FUND | for | $1,808,590 | 9 |
| AMERICAN ENERGY ACTION FUND | for | $202,000 | 5 |
| HONORING AMERICAN LAW ENFORCEMENT PAC | for | $173,939 | 261 |
| MOVEON.ORG POLITICAL ACTION | against | $137,370 | 3 |
| LAW ENFORCEMENT FOR A SAFER AMERICA PAC | for | $96,779 | 111 |
| NATIONAL ASSOCIATION OF REALTORS POLITICAL ACTION COMMITTEE | for | $76,055 | 3 |
| NATIONAL RIFLE ASSOCIATION OF AMERICA POLITICAL VICTORY FUND | for | $27,705 | 25 |
| SUPPORT AMERICA'S POLICE PAC | for | $15,756 | 128 |
| INTERNATIONAL COUNCIL OF SHOPPING CENTERS INC. | for | $11,125 | 2 |
| SUPPORT OUR FIREFIGHTERS AND PARAMEDICS PAC | for | $9,635 | 85 |
| RURALVOTE.ORG | against | $9,170 | 3 |
| VOTE LOCAL VOTE BLUE | against | $2,450 | 1 |
| MEIDASTOUCH | against | $1,706 | 1 |
| PRIORITIES FOR IOWA POLITICAL FUND | for | $1,250 | 2 |
| WOMEN SPEAK OUT PAC | for | $905 | 3 |
| PERFORMANCE RACING INC. | for | $500 | 1 |
| KOCH INDUSTRIES, INC. POLITICAL ACTION COMMITTEE (KOCHPAC) | for | $3 | 1 |
What lobbyists report giving them
By the lobbying firm or organization that filed: contributions to their campaigns and PACs, and payments to honor them (LD-203).
All 25
| Registrant | Total | Items | First | Latest |
|---|---|---|---|---|
| NATIONAL ASSOCIATION OF BROADCASTERS | $55,000 | 12 | Mar 17, 2021 | Mar 25, 2026 |
| NATIONAL AUTOMOBILE DEALERS ASSOCIATION | $45,000 | 10 | Jun 1, 2021 | Mar 17, 2026 |
| AMGEN, INC. | $43,000 | 14 | May 14, 2021 | Mar 17, 2026 |
| ALSTON & BIRD LLP | $40,500 | 17 | Jun 9, 2021 | Apr 10, 2025 |
| THE HOME DEPOT | $40,000 | 8 | Mar 25, 2021 | Feb 5, 2026 |
| MORTGAGE BANKERS ASSOCIATION | $40,000 | 10 | Mar 29, 2021 | Feb 27, 2026 |
| NAREIT | $38,400 | 9 | Mar 26, 2021 | Jun 22, 2026 |
| HONEYWELL INTERNATIONAL | $37,500 | 13 | Jun 2, 2021 | Jun 26, 2026 |
| VERIZON COMMUNICATIONS INC. AND VARIOUS SUBSIDIARIES | $35,000 | 9 | Apr 22, 2021 | May 28, 2026 |
| SYNGENTA CORPORATION | $35,000 | 17 | Mar 23, 2022 | Apr 29, 2025 |
| AMERICAN HOSPITAL ASSOCIATION | $35,000 | 12 | Mar 26, 2021 | Dec 16, 2024 |
| UNION PACIFIC CORPORATION | $34,000 | 9 | Dec 17, 2021 | Mar 13, 2026 |
| AMERICAN BANKERS ASSOCIATION | $32,500 | 11 | Oct 20, 2021 | Feb 26, 2026 |
| BOEING COMPANY | $31,000 | 10 | Dec 8, 2021 | Mar 24, 2025 |
| POET, LLC | $30,000 | 6 | Mar 24, 2022 | Sep 6, 2024 |
| NATIONAL MULTIFAMILY HOUSING COUNCIL, INC. | $30,000 | 6 | Jul 22, 2021 | Feb 28, 2024 |
| NATIONAL ASSOCIATION OF CONVENIENCE STORES | $30,000 | 6 | Jun 4, 2021 | Jul 23, 2025 |
| HOLLAND & KNIGHT LLP | $30,000 | 12 | Nov 16, 2021 | Oct 26, 2022 |
| GENERAL MOTORS COMPANY | $30,000 | 7 | Sep 24, 2021 | Dec 16, 2025 |
| GROWTH ENERGY, INC. | $29,500 | 7 | Jul 20, 2021 | Sep 18, 2025 |
| NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION (NRECA) | $29,333 | 10 | Feb 18, 2021 | Jan 18, 2024 |
| AMERICAN CLEAN POWER ASSOCIATION | $28,193 | 4 | Jun 8, 2022 | Oct 17, 2025 |
| BROWNSTEIN HYATT FARBER SCHRECK, LLP | $26,000 | 19 | Sep 23, 2021 | Apr 9, 2024 |
| AMERICAN PHYSICAL THERAPY ASSOCIATION | $25,600 | 11 | Apr 21, 2021 | Apr 6, 2026 |
| COMCAST CORPORATION | $25,500 | 11 | Mar 25, 2021 | Dec 16, 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
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.
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. | nay | 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. | yea | 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 | yea | 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. | yea | 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. | yea | 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 | nay | 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 | yea | 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 | yea | 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 | nay | 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. | nay | 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 | nay | 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. | nay | Motion Rejected |
| Jun 5, 2026 | On the Motion | S. 2 To prohibit the use of funds to provide payments to certain individuals. | nay | 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 | nay | 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 | nay | 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. | nay | 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 | nay | 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. | nay | 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. | 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 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 | nay | 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 | yea | 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 | nay | 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: 97 sponsored, 0 became law · 118th Congress: 77 sponsored, 1 became law · 117th Congress: 91 sponsored, 5 became law
Their bills
| Bill | Latest action |
|---|---|
| S. 4240Public Law 117-351 Justice for Victims of War Crimes Act | Jan 5, 2023 Became Public Law No: 117-351. |
| S. 3949Public Law 117-348 Trafficking Victims Prevention and Protection Reauthorization Act of 2022 | Jan 5, 2023 Became Public Law No: 117-348. |
| S. 3823Public Law 117-151 Bankruptcy Threshold Adjustment and Technical Corrections Act | Jun 21, 2022 Became Public Law No: 117-151. |
| S. 1511Public Law 117-61 Protecting America’s First Responders Act of 2021 | Nov 18, 2021 Became Public Law No: 117-61. |
| S. 5611 SRBIJA Act | Sep 30, 2026 Read twice and referred to the Committee on Foreign Relations. |
| S.Res. 939 A resolution expressing the sense of the Senate that it values the active participation of the Republic of Kosovo as the | Sep 30, 2026 Submitted in the Senate, considered, and agreed to without amendment and with a preamble by Unanimous Consent. |
| S. 5583 Small Agri-Biodiesel Producer Credit Extension Act | Sep 29, 2026 Read twice and referred to the Committee on Finance. |
| S.Res. 927 A resolution designating the week beginning October 18, 2026, as "National Character Counts Week". | Sep 29, 2026 Submitted in the Senate, considered, and agreed to without amendment and with a preamble by Unanimous Consent. |
| S. 5520 SCREENS Act | Sep 24, 2026 Read twice and referred to the Committee on Health, Education, Labor, and Pensions. |
| S.Res. 846 A resolution designating August 21, 2026, as "Fentanyl Prevention and Awareness Day". | Aug 7, 2026 Submitted in the Senate, considered, and agreed to without amendment and with a preamble by Unanimous Consent. |
| S.Res. 821 A resolution designating July 30, 2026, as "National Whistleblower Appreciation Day". | Jul 30, 2026 Submitted in the Senate, considered, and agreed to without amendment and with a preamble by Unanimous Consent. |
| S. 5161 CFTC Whistleblower Protection and Program Improvement Act of 2026 | Jul 29, 2026 Read twice and referred to the Committee on Agriculture, Nutrition, and Forestry. |
| S.Res. 818 A resolution recognizing the importance of trademarks in the economy and the role of trademarks in protecting consumer s | Jul 29, 2026 Submitted in the Senate, considered, and agreed to without amendment and with a preamble by Unanimous Consent. |
| S.Res. 809 A resolution designating June 15, 2026, as "World Elder Abuse Awareness Day" and the month of June 2026 as "Elder Abuse | Jul 21, 2026 Submitted in the Senate, considered, and agreed to without amendment and with a preamble by Unanimous Consent. |
| S. 4854 Foster Youth Housing Opportunity Act | Jun 23, 2026 Read twice and referred to the Committee on Finance. |
| S. 4746 American Innovation and Choice Online Act | Jun 10, 2026 Read twice and referred to the Committee on the Judiciary. |
| S. 4712 Intelligence Community Inspector General Parity Act of 2026 | Jun 9, 2026 Read twice and referred to the Select Committee on Intelligence. |
| S. 4639 IRS Whistleblower Program Improvement Act | May 21, 2026 Read twice and referred to the Committee on Finance. |
| S. 4556 Informed Foster Youth Act of 2026 | May 18, 2026 Read twice and referred to the Committee on Finance. |
| S.Res. 735 A resolution designating the week of May 10 through May 16, 2026, as "National Police Week". | May 14, 2026 Submitted in the Senate, considered, and agreed to without amendment and with a preamble by Unanimous Consent. |
| S.Res. 737 A resolution recognizing National Foster Care Month as an opportunity to raise awareness about the challenges of childre | May 14, 2026 Submitted in the Senate, considered, and agreed to without amendment and with a preamble by Unanimous Consent. |
| S. 4460 Rural Community Hospital Demonstration Program Reauthorization | May 21, 2026 Held at the desk. |
| S.Res. 704 A resolution supporting the mission and goals of National Fentanyl Awareness Day in 2026, including increasing individua | Apr 29, 2026 Submitted in the Senate, considered, and agreed to without amendment and with a preamble by Unanimous Consent. |
| S. 4415 TEACH Improvement Act of 2026 | Apr 28, 2026 Read twice and referred to the Committee on Health, Education, Labor, and Pensions. |
| S.Res. 692 A resolution designating the week of April 20 through April 24, 2026, as "National Home Visiting Week". | Apr 28, 2026 Submitted in the Senate, considered, and agreed to without amendment and with a preamble by Unanimous Consent. |
| Congress | Sponsored | Became law | Cosponsored |
|---|---|---|---|
| 119th | 97 | 0 | 248 |
| 118th | 77 | 1 | 281 |
| 117th | 91 | 5 | 170 |
21 former staff now lobbying
See the data
| Lobbyist | Former position, as they list it | Firms | Clients | Years |
|---|---|---|---|---|
| CURTIS PHILIP | Deputy Chief of Staff, Rep. Lamar Smith/Professional Staff member, HouseScience Cmte; Legislative Director, Rep. Louie Gohmert; Legislative Counsel,Rep. Bill Cassidy; Legislative Correspondent, Sen. Chuck Grassley | ALPINE GROUP PARTNERS, LLC. | 34 | 2021–2026 |
| RODNEY WHITLOCK | 2011-2015: Health Policy Director, Sen. Chuck Grassley; 2005-2010: Health Policy Advisor, Senate Finance Committee; 2003-2005: Legislative Director, Rep. Charlie Norwood; 1997-2002: Legislative Assistant, Rep. Charlie Norwood | MCDERMOTT+ LLC | 27 | 2021–2026 |
| CHRISTOPHER JAVENS | Tax Counsel, Sen. Grassley, Sen. Finance Comm. | CAPITOL TAX PARTNERS, LLP | 13 | 2021–2026 |
| AARON CUMMINGS | Chief of Staff - Sen. Chuck Grassley; Chief Counsel, Constitution/Crime Counsel - Senate Judiciary Committee (Sen. Chuck Grassley) | BROWNSTEIN HYATT FARBER SCHRECK, LLP | 12 | 2025–2026 |
| ZACHARY SCHULZ | Legislative Correspondent, Sen. Charles Grassley (R-IA) | CHAMBER HILL STRATEGIES | 10 | 2023–2026 |
| JAMES JOCHUM | Assistant Secretary for Import Admin, Department of Commerce; Assistant Secretary for Export Admin, Department of Commerce; Trade Counsel/Legislative Director, Senator Charles Grassley; Trade Counsel, Senate Banking Committee | JST STRATEGIES LLC (FORMERLY JOCHUM SHORE & TROSSEVIN PC) | 9 | 2021–2025 |
| AARON CUMMINGS | Chief of Staff - Sen. Chuck Grassley; Chief Counsel, Constitution/Crime Counsel - Senate Judiciary Committee(Sen. Chuck Grassley) | CROWELL & MORING LLP | 8 | 2023–2025 |
| JOSHUA CAMPBELL | Law Clerk Intern, Sen. Grassley | WILLIAMS AND JENSEN, PLLC | 7 | 2025–2026 |
| RODNEY WHITLOCK | Health Policy Director, Sen. Chuck Grassley; Health Policy Advisor, Senate Finance Committee; Legislative; Director, Rep. Charlie Norwood; Legislative Assistant, Rep. Charlie Norwood | COZEN O'CONNOR PUBLIC STRATEGIES | 3 | 2026 |
| RODNEY WHITLOCK | 2011-2015: Health Policy Director, Sen. Chuck Grassley; 2005-2010: Health Policy Advisor, Senate Finance Committee; 2003-2005: Legislative Director, Rep. Charlie Norwood; 1997-2002: Legislative Assistant, Rep. Charlie Norwood | MCDERMOTT WILL & SCHULTE LLP | 2 | 2021–2025 |
| BARRY BROWN | Deputy Chief of Staff, Rep. Lamar Smith/Professional Staff member, House Science Cmte; Legislative Director, Rep. Louie Gohmert; Legislative Counsel, Rep. Bill Cassidy; Legislative Correspondent, Sen. Chuck Grassley | ALPINE GROUP PARTNERS, LLC. | 1 | 2023–2026 |
| KURT KOVARIK | Legislative Director - US Senator Charles Grassley -- Jan.2017-Jan. 2018 Legislative Assistant - US Senator Charles Grassley -- 2002- Jan. 2017 Staff Assistant -- 1997 -2001 US Senator Charles Grassley | CLEAN FUELS ALLIANCE AMERICA F/K/A NATIONAL BIODIESEL BOARD | 1 | 2021–2026 |
| CURTIS PHILP | Deputy Chief of Staff, Rep. Lamar Smith/Professional Staff member, House Science Cmte; Legislative Director, Rep. Louie Gohmert; Legislative Counsel, Rep. Bill Cassidy; Legislative Correspondent, Sen. Chuck Grassley | ALPINE ADVISORS | 1 | 2026 |
| EVELYN FORTIER | Chief Counsel for Justice Programs, Senior Counsel or Counsel to Senate Judiciary Cmte. (Sen. Grassley), Chief Counsel for Special Projects to Sen. Finance Cmte. (Chm. Grasssley), Banking Counsel to Sen. Wicker, and Leg. Director to Sen. Vitter | SPARACINO PLLC | 1 | 2025–2026 |
| COLIN TIMMERMAN | Senior Leg. Assistant, Rep. Young Kim; Leg Asst, Rep. Ted Yoho; Leg Correspondent, Sen. Chuck Grassley; Leg Correspondent, Sen. Jeff Flake | THE AI POLICY NETWORK INC. | 1 | 2026 |
| AARON CUMMINGS | Chief of Staff - Sen. Chuck Grassley; Chief Counsel, Constitution/Crime Counsel - Senate Judiciary Committee (Sen. Chuck Grassley) | CROWELL GLOBAL ADVISORS | 1 | 2024 |
| KEN CUNNINGHAM | Chief of Staff and General Counsel for Senator Grassley | KEN CUNNINGHAM GROUP, LLC | 1 | 2021–2023 |
| MICHELLE SEGER | Legislative Counsel, Legislative Assistant - Rep. Alex Mooney (R-NY); Legal Staff - Senate Judiciary Committee, Sen. Chuck Grassley (R-IA) | VENN STRATEGIES | 1 | 2023 |
| ROBERT FRYE | Staff Assistant, Legislative Correspondent, Sen. Grassley; Legislative Aide, Deputy Legislative Assistant, Sen. Ernst; Special Assistant, Special Advisor, Director of Senate Affairs, Assistant Dep. Assoc. Administrator, U.S. EPA. | NATIONAL ASSOCIATION OF CLEAN WATER AGENCIES | 1 | 2022 |
| RANDALL ROSS | Legis. Dir., Rep. Miller (2013-2014); Financial Services Policy Advisor, Rep. Miller, (2011-2014); Legis. Correspondent, Sen. Grassley, (2004-2006) | CREDIT SUISSE SECURITIES (USA) | 1 | 2022 |
| THERESA PATTARA | Tax Counsel, US Senate Committee on Finance/Senator Chuck Grassley, April 2008 - November 2012; Capitol Hill Fellow, US Senate Committee on Finance, January 2005 - March 2006 | AFLAC INCORPORATED | 1 | 2022 |
Subcommittees
- Agriculture, Nutrition, and Forestry: Commodities, Derivatives, Risk Management, and Trade
- Agriculture, Nutrition, and Forestry: Food and Nutrition, Specialty Crops, Organics, and Research
- Finance: International Trade, Customs, and Global Competitiveness
- Agriculture, Nutrition, and Forestry: Rural Development, Energy, and Credit
- Finance: Social Security, Pensions, and Family Policy · Chairman
- Finance: Taxation and IRS Oversight
Holdings and trades
Net worth, year by year
Their annual reports' value bands added up, less their debts', from the least to the most they could be worth (spouse and dependents included, a home not), on a log scale.
Largest holdings, 2025 report
Their 25 largest holdings, as a table
| Asset | Kind | Owner | Value | Income |
|---|---|---|---|---|
| GSFTX - Columbia Dividend Income Fund Institutional Class in Barbara IRA RJ | Mutual Funds | Spouse | $250K – $500K | Excepted Investment Fund: $0 – $200 |
| IGFFX - American Funds International Growth and Income Fun in Barbara IRA RJ | Mutual Funds | Spouse | $250K – $500K | Excepted Investment Fund: $0 – $200 |
| SOPYX - ClearBridge Dividend Strategy Fund Class I in Barbara IRA RJ | Mutual Funds | Spouse | $250K – $500K | Excepted Investment Fund: $0 – $200 |
| HHDFX - Hamlin High Dividend Equity Fd Inst Cl in Barbara IRA RJ | Mutual Funds | Spouse | $250K – $500K | Excepted Investment Fund: $0 – $200 |
| MRFIX - MFS Research Fund Class I in Grassley Freedom | Mutual Funds | Joint | $250K – $500K | Excepted Investment Fund: $5,001 – $15K |
| PRCOX - T. Rowe Price U.S. Equity Research Fund in Grassley Freedom | Mutual Funds | Joint | $250K – $500K | Excepted Investment Fund: $1,001 – $2,500 |
| Farmland - all located in Butler County, Iowa, Beaver Township in Grassley Family Farms, L.L.C. | Farm/Ranch | Self | $100K – $250K | Rent/Royalties: $50K – $100K |
| Farmland - all located in Butler County, Iowa, Beaver Township in Grassley Family Farms, L.L.C. | Farm/Ranch | Self | $100K – $250K | Rent/Royalties: $0 – $200 |
| Farmland - all located in Butler County, Iowa, Beaver Township in Grassley Family Farms, L.L.C. | Farm/Ranch | Self | $100K – $250K | Rent/Royalties: $0 – $200 |
| Farmland - all located in Butler County, Iowa, Beaver Township in Grassley Family Farms, L.L.C. | Farm/Ranch | Self | $100K – $250K | Rent/Royalties: $0 – $200 |
| Farmland - all located in Butler County, Iowa, Beaver Township in Grassley Family Farms, L.L.C. | Farm/Ranch | Self | $100K – $250K | Rent/Royalties: $0 – $200 |
| Farm Land-All located in Butler County, Iowa, Beaver Township in Grassley Family Farms, L.L.C. | Farm/Ranch | Self | $100K – $250K | Rent/Royalties: $0 – $200 |
| BMCIX - BLACKROCK HIGH EQUITY INCOME FUND - Institutional in Barbara IRA RJ | Mutual Funds | Spouse | $100K – $250K | Excepted Investment Fund: $0 – $200 |
| ALTVX-AllianceBern Muni Income Natl Adv (NASDAQ) in Grassley Freedom | Mutual Funds | Joint | $100K – $250K | Excepted Investment Fund: $201 – $1,000 |
| PRINX - T. Rowe Price Summit Municipal Inc (NASDAQ) in Grassley Freedom | Mutual Funds | Joint | $100K – $250K | Excepted Investment Fund: $5,001 – $15K |
| MADVX - Blackrock Eq Dividend I in Grassley Freedom | Mutual Funds | Joint | $100K – $250K | Excepted Investment Fund: $5,001 – $15K |
| WFMIX - Allspring Special Mid Cap Value Fund Insti Class in Grassley Freedom | Mutual Funds | Joint | $100K – $250K | Excepted Investment Fund: $2,501 – $5,000 |
| JMGRX - Janus Henderson Enterprise Fund - I Shares in Grassley Freedom | Mutual Funds | Joint | $100K – $250K | Excepted Investment Fund: $1,001 – $2,500 |
| PBCKX - Principal Funds Inc. Blue Chip Fd Inst Cl in Grassley Freedom | Mutual Funds | Joint | $100K – $250K | Excepted Investment Fund: $1,001 – $2,500 |
| Eq/equity 500 Index in Axa Equitable Life Ins Accumulator | Mutual Funds | Self | $100K – $250K | Excepted Investment Fund: $0 – $200 |
| Farmland - all located in Butler County, Iowa, Beaver Township in Grassley Family Farms, L.L.C. | Farm/Ranch | Self | $50K – $100K | Rent/Royalties: $100K – $1.0M |
| Farmland - all located in Butler County, Iowa, Beaver Township in Grassley Family Farms, L.L.C. | Farm/Ranch | Self | $50K – $100K | Rent/Royalties: $0 – $200 |
| Moderate Growth Aged Based 19 and Older Money Market in Grandchildren 529 Account | Mutual Funds | Self | $50K – $100K | Excepted Investment Fund: $0 – $200 |
| Moderate Growth Aged Based 19 and Older Money Market in Grandchildren 529 College Savings | Mutual Funds | Spouse | $50K – $100K | Excepted Investment Fund: $0 – $200 |
| Community Bank & Trust (formerly Communiy National Bank) | Bank Deposit | Joint | $50K – $100K | Interest: $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
Their latest 300 of 1,159 trades
| Date | Asset | Trade | Owner | Amount | Days to report |
|---|---|---|---|---|---|
| 2025-12-31 | Hamlin High Dividend Equity Fund - Institutional Class Shares | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-12-24 | Vanguard Dividend Growth Fund - Investor Shares | Purchase | Self | $1,001 – $15K | annual |
| 2025-12-23 | Allspring Special Mid Cap Value Fund - Institutional Class | Purchase | Joint | $1,001 – $15K | annual |
| 2025-12-22 | International Growth and Income Fund - Class F-2 | Purchase | Self | $1,001 – $15K | annual |
| 2025-12-22 | ClearBridge Dividend Strategy Fund - Class I | Purchase | Spouse | $15K – $50K | annual |
| 2025-12-22 | International Growth and Income Fund - Class F-2 | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-12-19 | Capital Income Builder - Class F-2 | Purchase | Self | $1,001 – $15K | annual |
| 2025-12-19 | JPMorgan Emerging Markets Equity Fund - Class L | Purchase | Joint | $1,001 – $15K | annual |
| 2025-12-19 | Hamlin High Dividend Equity Fund - Institutional Class Shares | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-12-17 | AMERICAN MUTUAL FUND - Class A | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-12-17 | AMG River Road Small Cap Value Fund - CLASS I SHARES | Purchase | Joint | $1,001 – $15K | annual |
| 2025-12-17 | MFS International Growth Fund - I | Purchase | Joint | $1,001 – $15K | annual |
| 2025-12-16 | Allspring Special Mid Cap Value Fund - Institutional Class | Purchase | Joint | $1,001 – $15K | annual |
| 2025-12-15 | T. Rowe Price Overseas Stock Fund | Purchase | Joint | $1,001 – $15K | annual |
| 2025-12-15 | Victory Trivalent International Small-Cap Fund - Class Y | Purchase | Joint | $1,001 – $15K | annual |
| 2025-12-12 | Columbia Dividend Income Fund - Columbia Dividend Income Fund Institutional Class | Purchase | Self | $1,001 – $15K | annual |
| 2025-12-12 | Columbia Dividend Income Fund - Columbia Dividend Income Fund Institutional Class | Purchase | Self | $1,001 – $15K | annual |
| 2025-12-12 | Blue Chip Fund - Institutional Class | Purchase | Joint | $15K – $50K | annual |
| 2025-12-12 | T. Rowe Price U.S. Equity Research Fund | Purchase | Joint | $1,001 – $15K | annual |
| 2025-12-12 | Columbia Dividend Income Fund - Columbia Dividend Income Fund Institutional Class | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-12-10 | BlackRock Equity Dividend Fund Instl | Purchase | Joint | $1,001 – $15K | annual |
| 2025-12-10 | MFS Research Fund - I | Purchase | Joint | $15K – $50K | annual |
| 2025-12-10 | AB National Portfolio - Advisor Class | Purchase | Joint | $1,001 – $15K | annual |
| 2025-12-10 | JPMorgan Emerging Markets Equity Fund - Class L | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2025-12-10 | BlackRock Equity Dividend Fund Instl | Purchase | Joint | $15K – $50K | annual |
| 2025-12-10 | MFS International Growth Fund - I | Purchase | Joint | $1,001 – $15K | annual |
| 2025-12-10 | MFS Research Fund - I | Purchase | Joint | $15K – $50K | annual |
| 2025-12-10 | T. Rowe Price U.S. Equity Research Fund | Sale (Partial) | Joint | $15K – $50K | annual |
| 2025-12-10 | T. Rowe Price Summit Municipal Income Fund | Purchase | Joint | $1,001 – $15K | annual |
| 2025-12-08 | Janus Henderson Enterprise Fund - Class I | Purchase | Joint | $1,001 – $15K | annual |
| 2025-12-05 | NYLI Epoch Global Equity Yield Fund - Class I | Purchase | Self | $1,001 – $15K | annual |
| 2025-12-01 | BLACKROCK HIGH EQUITY INCOME FUND - Institutional | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2025-12-01 | International Growth and Income Fund - Class F-2 | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2025-12-01 | Hamlin High Dividend Equity Fund - Institutional Class Shares | Sale (Partial) | Spouse | $15K – $50K | annual |
| 2025-12-01 | Columbia Dividend Income Fund - Columbia Dividend Income Fund Institutional Class | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2025-12-01 | ClearBridge Dividend Strategy Fund - Class I | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2025-12-01 | BLACKROCK HIGH EQUITY INCOME FUND - Institutional | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-11-21 | Property Sale - Robin Grassley | Sale (Partial) | Self | $15K – $50K | annual |
| 2025-11-21 | Property Sale - Pat Grassley | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-11-07 | BlackRock Equity Dividend Fund Instl | Purchase | Joint | $1,001 – $15K | annual |
| 2025-11-07 | Blue Chip Fund - Institutional Class | Purchase | Joint | $15K – $50K | annual |
| 2025-11-07 | T. Rowe Price Overseas Stock Fund | Purchase | Joint | $15K – $50K | annual |
| 2025-11-07 | Wasatch Small Cap Growth Fund - Institutional Class Shares | Sale (Partial) | Joint | $50K – $100K | annual |
| 2025-11-03 | International Growth and Income Fund - Class F-2 | Sale (Partial) | Spouse | $100K – $250K | annual |
| 2025-11-03 | Columbia Dividend Income Fund - Columbia Dividend Income Fund Institutional Class | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2025-11-03 | BLACKROCK HIGH EQUITY INCOME FUND - Institutional | Purchase | Spouse | $100K – $250K | annual |
| 2025-11-03 | ClearBridge Dividend Strategy Fund - Class I | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2025-11-03 | Small-MidCap Dividend Income Fund - Institutional Class | Sale (Full) | Spouse | $250K – $500K | annual |
| 2025-11-03 | Hamlin High Dividend Equity Fund - Institutional Class Shares | Purchase | Spouse | $100K – $250K | annual |
| 2025-10-30 | Vanguard Dividend Appreciation Index Fund - ETF Shares | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-10-30 | Vanguard High Dividend Yield Index Fund - ETF Shares | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-10-30 | BlackRock Multi Asset Income Fund Instl | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-10-30 | BLACKROCK HIGH EQUITY INCOME FUND - Institutional | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-10-30 | Capital Income Builder - Class F-2 | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-10-30 | NYLI Epoch Global Equity Yield Fund - Class I | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-10-30 | Lazard Global Listed Infrastructure Portfolio - Institutional Shares | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-10-30 | Columbia Dividend Income Fund - Columbia Dividend Income Fund Institutional Class | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-10-30 | Hamlin High Dividend Equity Fund - Institutional Class Shares | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-10-30 | International Growth and Income Fund - Class F-2 | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-10-30 | Spectrum Preferred and Capital Securities Income Fund (f/k/a Preferred Securities) - Insti | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-10-30 | Federated Hermes Strategic Value Dividend Fund - Institutional Shares | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-10-30 | Vanguard Dividend Growth Fund - Investor Shares | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-10-10 | BlackRock Equity Dividend Fund Instl | Purchase | Joint | $1,001 – $15K | annual |
| 2025-10-09 | Conservative Income Portfolio | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2025-10-09 | Conservative Income Portfolio | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-09-23 | International Growth and Income Fund - Class F-2 | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-09-22 | Columbia Dividend Income Fund - Columbia Dividend Income Fund Institutional Class | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-07-18 | BlackRock Equity Dividend Fund Instl | Purchase | Joint | $1,001 – $15K | annual |
| 2025-07-01 | ClearBridge Dividend Strategy Fund - Class I | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-07-01 | ClearBridge Dividend Strategy Fund - Class I | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-06-30 | Hamlin High Dividend Equity Fund - Institutional Class Shares | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-06-23 | International Growth and Income Fund - Class F-2 | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-06-23 | Columbia Dividend Income Fund - Columbia Dividend Income Fund Institutional Class | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-06-02 | AB National Portfolio - Advisor Class | Purchase | Joint | $1,001 – $15K | annual |
| 2025-06-02 | AMG River Road Small Cap Value Fund - CLASS I SHARES | Purchase | Joint | $1,001 – $15K | annual |
| 2025-06-02 | Janus Henderson Enterprise Fund - Class I | Purchase | Joint | $1,001 – $15K | annual |
| 2025-06-02 | JPMorgan Emerging Markets Equity Fund - Class L | Purchase | Joint | $1,001 – $15K | annual |
| 2025-06-02 | BlackRock Equity Dividend Fund Instl | Purchase | Joint | $1,001 – $15K | annual |
| 2025-06-02 | MFS International Growth Fund - I | Purchase | Joint | $1,001 – $15K | annual |
| 2025-06-02 | MFS Research Fund - I | Purchase | Joint | $1,001 – $15K | annual |
| 2025-06-02 | Blue Chip Fund - Institutional Class | Purchase | Joint | $1,001 – $15K | annual |
| 2025-06-02 | T. Rowe Price U.S. Equity Research Fund | Purchase | Joint | $1,001 – $15K | annual |
| 2025-06-02 | T. Rowe Price Summit Municipal Income Fund | Purchase | Joint | $15K – $50K | annual |
| 2025-06-02 | T. Rowe Price Overseas Stock Fund | Purchase | Joint | $1,001 – $15K | annual |
| 2025-06-02 | Allspring Special Mid Cap Value Fund - Institutional Class | Purchase | Joint | $1,001 – $15K | annual |
| 2025-06-02 | Wasatch Small Cap Growth Fund - Institutional Class Shares | Purchase | Joint | $1,001 – $15K | annual |
| 2025-05-13 | Vanguard Dividend Appreciation Index Fund - ETF Shares | Purchase | Self | $1,001 – $15K | annual |
| 2025-05-13 | Vanguard High Dividend Yield Index Fund - ETF Shares | Purchase | Self | $1,001 – $15K | annual |
| 2025-05-13 | Columbia Dividend Income Fund - Columbia Dividend Income Fund Institutional Class | Purchase | Self | $1,001 – $15K | annual |
| 2025-05-13 | International Growth and Income Fund - Class F-2 | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-05-13 | Vanguard Dividend Growth Fund - Investor Shares | Purchase | Self | $1,001 – $15K | annual |
| 2025-05-13 | Capital Income Builder - Class F-2 | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-05-13 | Lazard Global Listed Infrastructure Portfolio - Institutional Shares | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-05-12 | MFS Research Fund - I | Purchase | Joint | $1,001 – $15K | annual |
| 2025-05-12 | Allspring Special Mid Cap Value Fund - Institutional Class | Purchase | Joint | $1,001 – $15K | annual |
| 2025-05-12 | Wasatch Small Cap Growth Fund - Institutional Class Shares | Purchase | Joint | $1,001 – $15K | annual |
| 2025-05-12 | Victory Trivalent International Small-Cap Fund - Class Y | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2025-05-12 | Janus Henderson Enterprise Fund - Class I | Purchase | Joint | $1,001 – $15K | annual |
| 2025-05-12 | JPMorgan Emerging Markets Equity Fund - Class L | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2025-05-12 | T. Rowe Price Summit Municipal Income Fund | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2025-05-12 | BlackRock Equity Dividend Fund Institutional | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2025-05-12 | T. Rowe Price Overseas Stock Fund | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2025-05-12 | AMG River Road Small Cap Value Fund - CLASS I SHARES | Purchase | Joint | $1,001 – $15K | annual |
| 2025-05-12 | Blue Chip Fund - Institutional Class | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2025-05-12 | MFS International Growth Fund - I | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2025-05-06 | Spectrum Preferred and Capital Securities Income Fund (f/k/a Preferred Securities) - Insti | Sale (Partial) | Self | $15K – $50K | annual |
| 2025-05-06 | BLACKROCK HIGH EQUITY INCOME FUND - Institutional | Purchase | Self | $15K – $50K | annual |
| 2025-05-06 | AB National Portfolio - Advisor Class | Sale (Partial) | Joint | $50K – $100K | annual |
| 2025-05-06 | T. Rowe Price U.S. Equity Research Fund | Purchase | Joint | $50K – $100K | annual |
| 2025-03-31 | Vanguard Dividend Growth Fund - Investor Shares | Purchase | Self | $1,001 – $15K | annual |
| 2025-03-28 | Property Sale - Robin Grassley | Sale (Partial) | Self | $15K – $50K | annual |
| 2025-03-28 | Property Sale - Pat Grassley | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-03-24 | International Growth and Income Fund - Class F-2 | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-03-19 | Columbia Dividend Income Fund - Columbia Dividend Income Fund Institutional Class | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-03-03 | Hamlin High Dividend Equity Fund - Institutional Class Shares | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2025-03-03 | Small-MidCap Dividend Income Fund - Institutional Class | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-03-03 | ClearBridge Dividend Strategy Fund - Class I | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2025-03-03 | International Growth and Income Fund - Class F-2 | Sale (Partial) | Spouse | $15K – $50K | annual |
| 2025-03-03 | Columbia Dividend Income Fund - Columbia Dividend Income Fund Institutional Class | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2025-01-14 | ClearBridge Dividend Strategy Fund - Class I | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2025-01-14 | Small-MidCap Dividend Income Fund - Institutional Class | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2025-01-14 | International Growth and Income Fund - Class F-2 | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-01-14 | Hamlin High Dividend Equity Fund - Institutional Class Shares | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2025-01-14 | Columbia Dividend Income Fund - Columbia Dividend Income Fund Institutional Class | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2024-12-31 | Vanguard Specialized Portfolios Vanguard Divide | Purchase | Self | $1,001 – $15K | annual |
| 2024-12-30 | Hamlin High Dividend Equity Fd Inst Cl | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-12-23 | Allspring Special Mid Cap Value Fund Insti Class | Purchase | Joint | $1,001 – $15K | annual |
| 2024-12-23 | Clearbridge Dividend Strategy Fund Class I | Purchase | Spouse | $15K – $50K | annual |
| 2024-12-23 | International Growth and Income Fd Cl F-2 Shs | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-12-20 | Jpmorgan Emerging Markets Equity Fund Class L | Purchase | Joint | $1,001 – $15K | annual |
| 2024-12-20 | Capital Income Builder Cl F-2 Shs | Purchase | Self | $1,001 – $15K | annual |
| 2024-12-19 | Hamlin High Dividend Equity Fd Inst Cl | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-12-18 | MFS International Growth Fund - Class I | Purchase | Joint | $1,001 – $15K | annual |
| 2024-12-18 | American Mutual Fund Class A Shares | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-12-17 | Amg River Road Small Cap Value Fund - Class I | Purchase | Joint | $1,001 – $15K | annual |
| 2024-12-16 | T. Rowe Price Overseas Stock Fund | Purchase | Joint | $1,001 – $15K | annual |
| 2024-12-13 | T. Rowe Price U.S. Equity Research Fund | Purchase | Joint | $1,001 – $15K | annual |
| 2024-12-13 | Allspring Special Mid Cap Value Fund Insti Class | Purchase | Joint | $1,001 – $15K | annual |
| 2024-12-13 | Principal Funds Inc. Blue Chip Fd Inst Cl | Purchase | Joint | $1,001 – $15K | annual |
| 2024-12-13 | Columbia Dividend Income Fund Class I | Purchase | Self | $1,001 – $15K | annual |
| 2024-12-13 | Principal Funds Inc. Small-Midcap Dividend Inco | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-12-13 | Columbia Dividend Income Fund Class I | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-12-11 | MFS Series Trust V - MFS Research Fund Class I | Purchase | Joint | $15K – $50K | annual |
| 2024-12-11 | Blackrock Eq Dividend I | Purchase | Joint | $1,001 – $15K | annual |
| 2024-12-11 | Blackrock Eq Dividend I | Purchase | Joint | $1,001 – $15K | annual |
| 2024-12-09 | Janus Henderson Enterprise Fund - I Shares | Purchase | Joint | $1,001 – $15K | annual |
| 2024-12-06 | Nyli Epoch Global Equity Yield Fund Class I | Purchase | Self | $1,001 – $15K | annual |
| 2024-11-27 | Wasatch Small Cap Growth Fund Instl Cl | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2024-11-27 | T. Rowe Price Overseas Stock Fund | Purchase | Joint | $1,001 – $15K | annual |
| 2024-11-27 | T. Rowe Price Summit Municipal Income Fund | Purchase | Joint | $1,001 – $15K | annual |
| 2024-11-27 | T. Rowe Price U.S. Equity Research Fund | Purchase | Joint | $1,001 – $15K | annual |
| 2024-11-27 | Principal Funds Inc. Blue Chip Fd Inst Cl | Purchase | Joint | $1,001 – $15K | annual |
| 2024-11-27 | MFS Series Trust V - MFS Research Fund Class I | Purchase | Joint | $1,001 – $15K | annual |
| 2024-11-27 | MFS International Growth Fund - Class I | Purchase | Joint | $1,001 – $15K | annual |
| 2024-11-27 | Blackrock Eq Dividend I | Purchase | Joint | $1,001 – $15K | annual |
| 2024-11-27 | Jpmorgan Emerging Markets Equity Fund Class L | Purchase | Joint | $1,001 – $15K | annual |
| 2024-11-27 | Janus Henderson Enterprise Fund - I Shares | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2024-11-27 | Ab Municipal Income Fund Inc. - National Portfo | Purchase | Joint | $1,001 – $15K | annual |
| 2024-11-25 | Vanguard Specialized Portfolios Vanguard Divide | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-11-25 | Federated Strategic Value Dividend Fund Class Is | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-11-25 | Hamlin High Dividend Equity Fd Inst Cl | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-11-25 | Columbia Dividend Income Fund Class I | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-11-25 | Lazard Global Listed Infrastructure Ptf Insti Sh | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-11-25 | Nyli Epoch Global Equity Yield Fund Class I | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-11-25 | Capital Income Builder Cl F-2 Shs | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-11-25 | Blackrock Funds II Blackrock Multi-Asset Income | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-11-25 | Vanguard High Dividend Yield ETF | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-11-25 | Vanguard Div Appreciation ETF | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-11-25 | Principal Funds Inc. - Spectrum Preferred and C | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-11-20 | Wasatch Small Cap Growth Fund Instl Cl | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2024-11-20 | T. Rowe Price Overseas Stock Fund | Purchase | Joint | $1,001 – $15K | annual |
| 2024-11-20 | T. Rowe Price Summit Municipal Income Fund | Purchase | Joint | $1,001 – $15K | annual |
| 2024-11-20 | T. Rowe Price U.S. Equity Research Fund | Purchase | Joint | $1,001 – $15K | annual |
| 2024-11-20 | Victory Trivalent International Small-Cap Cl Y | Purchase | Joint | $1,001 – $15K | annual |
| 2024-11-20 | MFS Series Trust V - MFS Research Fund Class I | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2024-11-20 | MFS International Growth Fund - Class I | Purchase | Joint | $1,001 – $15K | annual |
| 2024-11-20 | Blackrock Eq Dividend I | Purchase | Joint | $1,001 – $15K | annual |
| 2024-11-20 | Jpmorgan Emerging Markets Equity Fund Class L | Purchase | Joint | $1,001 – $15K | annual |
| 2024-11-20 | Amg River Road Small Cap Value Fund - Class I | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2024-11-20 | Ab Municipal Income Fund Inc. - National Portfo | Purchase | Joint | $1,001 – $15K | annual |
| 2024-11-19 | Hamlin High Dividend Equity Fd Inst Cl | Purchase | Self | $1,001 – $15K | annual |
| 2024-11-04 | Clearbridge Dividend Strategy Fund Class I | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2024-11-04 | International Growth and Income Fd Cl F-2 Shs | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-11-04 | Hamlin High Dividend Equity Fd Inst Cl | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2024-11-04 | Columbia Dividend Income Fund Class I | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2024-11-04 | Principal Funds Inc. Small-Midcap Dividend Inco | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2024-11-01 | Property Sale - Robin Grassley | Sale (Partial) | Self | $15K – $50K | annual |
| 2024-11-01 | Property Sale - Pat Grassley | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-09-24 | International Growth and Income Fd Cl F-2 Shs | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-09-23 | Columbia Dividend Income Fund Class I | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-09-04 | Clearbridge Dividend Strategy Fund Class I | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2024-09-04 | Principal Funds Inc. Small-Midcap Dividend Inco | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2024-09-04 | International Growth and Income Fd Cl F-2 Shs | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-09-04 | Hamlin High Dividend Equity Fd Inst Cl | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2024-09-04 | Columbia Dividend Income Fund Class I | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2024-08-08 | T. Rowe Price U.S. Equity Research Fund | Purchase | Joint | $15K – $50K | annual |
| 2024-08-08 | Janus Henderson Enterprise Fund - I Shares | Purchase | Joint | $50K – $100K | annual |
| 2024-08-08 | Columbia Dividend Income Fund Class I | Sale (Full) | Joint | $50K – $100K | annual |
| 2024-08-08 | Df Dent Midcap Growth Fund - Institutional Plus | Sale (Full) | Joint | $50K – $100K | annual |
| 2024-08-08 | Clarkston Partners Fund. Institutional Class | Sale (Full) | Joint | $15K – $50K | annual |
| 2024-08-08 | MFS Series Trust V - MFS Research Fund Class I | Purchase | Joint | $15K – $50K | annual |
| 2024-07-19 | Blackrock Eq Dividend I | Purchase | Joint | $1,001 – $15K | annual |
| 2024-07-16 | Wasatch Small Cap Growth Fund Instl Cl | Purchase | Joint | $1,001 – $15K | annual |
| 2024-07-16 | T. Rowe Price U.S. Equity Research Fund | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2024-07-16 | Blackrock Eq Dividend I | Purchase | Joint | $1,001 – $15K | annual |
| 2024-07-16 | Jpmorgan Emerging Markets Equity Fund Class L | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2024-07-16 | Columbia Dividend Income Fund Class I | Purchase | Joint | $1,001 – $15K | annual |
| 2024-07-16 | Df Dent Midcap Growth Fund - Institutional Plus | Purchase | Joint | $1,001 – $15K | annual |
| 2024-07-16 | Clarkston Partners Fund. Institutional Class | Purchase | Joint | $1,001 – $15K | annual |
| 2024-07-16 | Amg River Road Small Cap Value Fund - Class I | Purchase | Joint | $1,001 – $15K | annual |
| 2024-07-16 | Ab Municipal Income Fund Inc. - National Portfo | Purchase | Joint | $1,001 – $15K | annual |
| 2024-07-16 | Allspring Special Mid Cap Value Fund Insti Class | Purchase | Joint | $1,001 – $15K | annual |
| 2024-07-16 | T. Rowe Price Summit Municipal Income Fund | Purchase | Joint | $1,001 – $15K | annual |
| 2024-07-15 | Clearbridge Dividend Strategy Fund Class I | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2024-07-15 | International Growth and Income Fd Cl F-2 Shs | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2024-07-15 | Hamlin High Dividend Equity Fd Inst Cl | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2024-07-15 | Columbia Dividend Income Fund Class I | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2024-07-01 | Clearbridge Dividend Strategy Fund Class I | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-07-01 | Hamlin High Dividend Equity Fd Inst Cl | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-06-24 | International Growth and Income Fd Cl F-2 Shs | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-06-24 | Columbia Dividend Income Fund Class I | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-06-21 | Principal Funds Inc. Small-Midcap Dividend Inco | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-05-15 | International Growth and Income Fd Cl F-2 Shs | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2024-05-14 | Hamlin High Dividend Equity Fd Inst Cl | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2024-05-14 | Columbia Dividend Income Fund Class I | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2024-05-14 | Clearbridge Dividend Strategy Fund Class I | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2024-05-14 | Principal Funds Inc. Small-Midcap Dividend Inco | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2024-04-05 | International Growth and Income Fd Cl F-2 Shs | Purchase | Self | $1,001 – $15K | annual |
| 2024-04-05 | Capital Income Builder Cl F-2 Shs | Purchase | Self | $1,001 – $15K | annual |
| 2024-04-05 | Federated Strategic Value Dividend Fund Class Is | Purchase | Self | $1,001 – $15K | annual |
| 2024-04-05 | Vanguard Div Appreciation ETF | Purchase | Self | $1,001 – $15K | annual |
| 2024-04-05 | High Dividend Yield Vanguard ETF | Purchase | Self | $1,001 – $15K | annual |
| 2024-04-05 | Hamlin High Dividend Equity Fd Inst Cl | Purchase | Self | $1,001 – $15K | annual |
| 2024-04-05 | Columbia Dividend Income Fund Class I | Purchase | Self | $1,001 – $15K | annual |
| 2024-04-05 | Lazard Global Listed Infrastructure Ptf Insti Sh | Purchase | Self | $1,001 – $15K | annual |
| 2024-04-05 | Nyli Epoch Global Equity Yield Fund Class I | Purchase | Self | $1,001 – $15K | annual |
| 2024-04-05 | Blackrock Funds II Blackrock Multi-Asset Income | Purchase | Self | $1,001 – $15K | annual |
| 2024-04-05 | Vanguard Specialized Portfolios Vanguard Divide | Purchase | Self | $1,001 – $15K | annual |
| 2024-04-05 | Principal Funds Inc. - Spectrum Preferred and C | Purchase | Self | $1,001 – $15K | annual |
| 2024-04-01 | Clearbridge Dividend Strategy Fund Class I | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-03-25 | International Growth and Income Fd Cl F-2 Shs | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-03-25 | International Growth and Income Fd Cl F-2 Shs | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2024-03-22 | MFS Series Trust V - MFS Research Fund Class I | Purchase | Joint | $1,001 – $15K | annual |
| 2024-03-22 | MFS International Growth Fund - Class I | Purchase | Joint | $1,001 – $15K | annual |
| 2024-03-22 | Ab Municipal Income Fund Inc. - National Portfo | Purchase | Joint | $1,001 – $15K | annual |
| 2024-03-22 | Allspring Special Mid Cap Value Fund Insti Class | Purchase | Joint | $1,001 – $15K | annual |
| 2024-03-21 | Wasatch Small Cap Growth Fund Instl Cl | Purchase | Joint | $1,001 – $15K | annual |
| 2024-03-21 | T. Rowe Price Overseas Stock Fund | Purchase | Joint | $1,001 – $15K | annual |
| 2024-03-21 | T. Rowe Price Summit Municipal Income Fund | Purchase | Joint | $1,001 – $15K | annual |
| 2024-03-21 | T. Rowe Price U.S. Equity Research Fund | Purchase | Joint | $1,001 – $15K | annual |
| 2024-03-21 | Principal Funds Inc. Blue Chip Fd Inst Cl | Purchase | Joint | $1,001 – $15K | annual |
| 2024-03-21 | Victory Trivalent International Small-Cap Cl Y | Purchase | Joint | $1,001 – $15K | annual |
| 2024-03-21 | Blackrock Eq Dividend I | Purchase | Joint | $1,001 – $15K | annual |
| 2024-03-21 | Jpmorgan Emerging Markets Equity Fund Class L | Purchase | Joint | $1,001 – $15K | annual |
| 2024-03-21 | Columbia Dividend Income Fund Class I | Purchase | Joint | $1,001 – $15K | annual |
| 2024-03-21 | Df Dent Midcap Growth Fund - Institutional Plus | Purchase | Joint | $1,001 – $15K | annual |
| 2024-03-21 | Clarkston Partners Fund. Institutional Class | Purchase | Joint | $1,001 – $15K | annual |
| 2024-03-21 | Amg River Road Small Cap Value Fund - Class I | Purchase | Joint | $1,001 – $15K | annual |
| 2024-03-21 | Columbia Dividend Income Fund Class I | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-03-14 | MFS International Growth Fund - Class I | Purchase | Joint | $1,001 – $15K | annual |
| 2024-03-14 | Ab Municipal Income Fund Inc. - National Portfo | Purchase | Joint | $1,001 – $15K | annual |
| 2024-03-13 | T. Rowe Price Overseas Stock Fund | Purchase | Joint | $1,001 – $15K | annual |
| 2024-03-13 | T. Rowe Price Summit Municipal Income Fund | Purchase | Joint | $1,001 – $15K | annual |
| 2024-03-13 | T. Rowe Price U.S. Equity Research Fund | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2024-03-13 | Principal Funds Inc. Blue Chip Fd Inst Cl | Purchase | Joint | $1,001 – $15K | annual |
| 2024-03-13 | Blackrock Eq Dividend I | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2024-03-13 | Jpmorgan Emerging Markets Equity Fund Class L | Purchase | Joint | $1,001 – $15K | annual |
| 2024-03-13 | Df Dent Midcap Growth Fund - Institutional Plus | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2024-03-13 | Amg River Road Small Cap Value Fund - Class I | Purchase | Joint | $1,001 – $15K | annual |
| 2024-03-04 | Hamlin High Dividend Equity Fd Inst Cl | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2024-03-04 | Columbia Dividend Income Fund Class I | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2024-03-04 | Clearbridge Dividend Strategy Fund Class I | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2024-03-04 | Principal Funds Inc. Small-Midcap Dividend Inco | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2024-03-01 | Property Sale - Robin Grassley | Sale (Partial) | Self | $15K – $50K | annual |
| 2024-03-01 | Property Sale - Pat Grassley | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-02-15 | Principal Funds Inc. Blue Chip Fd Inst Cl | Purchase | Joint | $100K – $250K | annual |
| 2024-02-15 | Brown Advisory Growth Equity Fd - Institutional | Sale (Full) | Joint | $100K – $250K | annual |
| 2024-02-14 | Vanguard Div Appreciation ETF | Purchase | Self | $15K – $50K | annual |
| 2024-02-13 | Blackrock Funds II Blackrock Multi-Asset Income | Sale (Partial) | Self | $15K – $50K | annual |
| 2024-02-13 | Amg River Road Dividend All Cap Value Fund - Cla | Sale (Full) | Self | $15K – $50K | annual |
| 2024-01-11 | Principal Funds Inc. Small-Midcap Dividend Inco | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2024-01-11 | Hamlin High Dividend Equity Fd Inst Cl | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2024-01-11 | Columbia Dividend Income Fund Class I | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2024-01-11 | Clearbridge Dividend Strategy Fund Class I | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2023-12-29 | Hamlin High Dividend Equity Fd Inst Cl | Purchase | Spouse | $1,001 – $15K | annual |
| 2023-12-20 | Clearbridge Dividend Strategy Fund Class I | Purchase | Spouse | $1,001 – $15K | annual |
| 2023-12-20 | International Growth and Income Fd Cl F-2 Shs | Purchase | Spouse | $1,001 – $15K | annual |
| 2023-12-15 | T. Rowe Price Overseas Stock Fund | Purchase | Joint | $1,001 – $15K | annual |
| 2023-12-15 | Amg River Road Small Cap Value Fund - Class I | Purchase | Joint | $1,001 – $15K | annual |
| 2023-12-15 | Brown Advisory Growth Equity Fd - Institutional | Purchase | Joint | $1,001 – $15K | annual |
| 2023-12-14 | Columbia Dividend Income Fund Class I | Purchase | Self | $1,001 – $15K | annual |
| 2023-12-14 | Columbia Dividend Income Fund Class I | Purchase | Joint | $1,001 – $15K | annual |
| 2023-12-14 | T. Rowe Price U.S. Equity Research Fund | Purchase | Joint | $1,001 – $15K | annual |
| 2023-12-14 | Principal Funds Inc. Small-Midcap Dividend Inco | Purchase | Spouse | $1,001 – $15K | annual |
| 2023-12-14 | Columbia Dividend Income Fund Class I | Purchase | Spouse | $1,001 – $15K | annual |
| 2023-12-14 | Columbia Dividend Income Fund Class I | Purchase | Spouse | $1,001 – $15K | annual |
| 2023-12-13 | MFS Series Trust V - MFS Research Fund Class I | Purchase | Joint | $1,001 – $15K | annual |
| 2023-12-12 | Allspring Special Mid Cap Value Fund Insti Class | Purchase | Joint | $1,001 – $15K | annual |
| 2023-12-11 | Blackrock Eq Dividend I | Purchase | Joint | $1,001 – $15K | annual |
| 2023-12-11 | T. Rowe Price U.S. Equity Research Fund | Purchase | Joint | $1,001 – $15K | annual |
Financial disclosures
16 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 |
|---|---|---|
| May 14, 2026 | Annual Report for Calendar 2025 | 124 |
| May 13, 2025 | Annual Report for Calendar 2024 | 160 |
| May 14, 2024 | Annual Report for Calendar 2023 | 165 |
| May 10, 2023 | Annual Report for Calendar 2022 | 151 |
| May 12, 2022 | Annual Report for Calendar 2020 (Amendment 1) | 103 |
| May 12, 2022 | Annual Report for Calendar 2021 | 131 |
| May 17, 2021 | Annual Report for Calendar 2020 | 103 |
| May 17, 2021 | Annual Report (Amendment) | scan |
| Aug 10, 2020 | Annual Report for Calendar 2019 | 91 |
| Aug 5, 2020 | Annual Report (Amendment) | scan |
| Apr 16, 2020 | Annual Report for 2019 Due Date Extension 1 | 0 |
| May 15, 2019 | Annual Report for Calendar 2018 | 77 |
| Jul 18, 2018 | Annual Report for Calendar 2017 (Amendment 1) | 67 |
| May 15, 2018 | Annual Report for Calendar 2017 | 67 |
| May 15, 2017 | Annual Report for Calendar 2016 | 41 |
| May 16, 2016 | Annual Report for Calendar 2015 | 55 |
8 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 filed | Trade date | Asset | Problem | Since |
|---|---|---|---|---|
| May 12, 2022 | 2022-07-27 | Invesco Oppenheimer International Bond Fund Clas (OIBIX) | Dated after the report was filed | Never amended |
| May 10, 2023 | 2021-04-13 | Amg River Road Dividend All Cap Value Fund - Cla (ARIDX) | Outside the year the report covers | Never amended |
| May 10, 2023 | 2021-12-13 | Jpmorgan Emerging Markets Equity Fund Class L (JMIEX) | Outside the year the report covers | Never amended |
| May 14, 2024 | 2024-11-06 | MFS Series Trust V - MFS Research Fund Class I (MRFIX) | Dated after the report was filed | Never amended |
| May 14, 2024 | 2024-11-06 | Ab Municipal Income Fund Inc. - National Portfo (ALTVX) | Dated after the report was filed | Never amended |
| May 14, 2024 | 2024-11-06 | Jpmorgan Emerging Markets Equity Fund Class L (JMIEX) | Dated after the report was filed | Never amended |
| May 14, 2024 | 2024-11-06 | Columbia Dividend Income Fund Class I (GSFTX) | Dated after the report was filed | Never amended |
| May 14, 2024 | 2024-11-06 | Wasatch Small Cap Growth Fund Instl Cl (WIAEX) | Dated after the report was filed | Never amended |