Senate Files

Senators

Bill Hagerty R

Republican senator from Tennessee, serving since Jan 3, 2021. Up for re-election in 2026.

Among all 100 senators

Each dot is a senator; Hagerty 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

$8.4M$49K$115.9M

Votes with their party

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

100.0%79.5%100.0%

Missed votes

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

3.5%0.0%15.0%

Lobbyists' giving

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

$5.0M$6,000$11.9M

Money from out of state

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

69%21%98%

Bills sponsored

In the 119th Congress (Congress.gov)

272191

Voting record

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

0.67← more liberalmore conservative →

Where their campaign money comes from

2025–26
$8.4M
2023–24
$4.9M
2021–22
$3.9M
See the data
PeriodRaisedIndividualsPACsPartiesOwn moneySpentCashOutside forOutside against
2025–26$8,422,211$4,402,840$1,774,000$62,000$0$5,393,225$4,956,455$799,909$0
2023–24$4,906,089$3,324,824$805,900$0$0$3,899,199$1,927,469$867,502$0
2021–22$3,898,662$2,980,941$630,549$1,000$0$3,033,142$920,579$675,000$0

FEC totals through Oct 14, 2026.

Who gives to them

Their itemized individual contributions (over $200 from a donor in an election cycle): from inside Tennessee versus everywhere else, each period.

2025–26
$2.8M
2023–24
$2.3M
2021–22
$2.1M

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).

APOLLO GLOBAL MANAGEMENT
$44K
WELLS FARGO
$29K
APOLLO
$29K
FIDELITY INVESTMENTS
$26K
WEST CANCER CENTER
$25K
CITI
$23K
TRACTOR SUPPLY COMPANY
$22K
PHILLIPS INFRASTRUCTURE HOLDINGS INC
$21K
ROBINHOOD MARKETS
$19K
GOLDMAN SACHS
$18K
AKIN GUMP
$17K
ES WINDOWS LLC
$14K
The largest donors, and the numbers
PeriodItemizedContributionsFrom TNRetired donors
2025–26$2,789,53271,55931%37%
2023–24$2,257,66131,73439%30%
2021–22$2,050,7979,00550%22%
DonorWhereEmployer, occupationTotal
CARTER, JOYHENDERSONVILLE, TNAIRTECH INT'L, SALES$13,200
KEENEY, MICHAEL E.MEMPHIS, TNLEWIS THOMASON, ATTORNEY$13,200
FULLER, CHRISCHATTANOOGA, TNTRANSCARD, OWNER$9,400
HALBOWER, JULIE MRS.NAPLES, FLRETIRED, RETIRED$9,400
HALBOWER, MATTHEWNAPLES, FLPENTWATER CAPITAL MANAGEMENT, CEO$9,400
JOHNSON, CHARLES B. MR.PALM BEACH, FLRETIRED, RETIRED$9,400
LES, JASONCOSTA MESA, CARIOT PLATFORMS INC., CEO$9,400
MASIERO, THOMASPALL MALL, TNABG ENERGY LLC, CEO$9,400
PRESTON, TAYLORNASHVILLE, TNEVELYN CAPITAL, MANAGING PARTNER$9,400
PYSH, PRESTONBEL AIR, MDRETIRED, RETIRED$9,400
RADER, SALLYNASHVILLE, TNCHILDREN'S CLINIC OF NASHVILLE, NURSE PRACTICTIONER$9,400
ROUDI, RODNASHVILLE, TNGALACTIC FREEDOM COMPANY, MANAGING DIRECTOR$9,400
DUNN, BRENDANALEXANDRIA, VAAKIN GUMP, LAWYER$8,800
PRYSE, SHARONKNOXVILLE, TNTHE TRUST CO OF TN, BANKER$8,700
DEFOOR, BYRONCHATTANOOGA, TNDEFOOR BROTHERS DEVELOPMENT, ENTREPRENEUR$8,600
DELPRIORE, ROBERTMEMPHIS, TNMAA, ATTORNEY$8,300
SCOTT, JOHN D.LAKE DELTON, WIRETIRED, RETIRED$7,900
YARBROUGH, JONFRANKLIN, TNYARBROUGH CAPITAL LLC, PRINCIPAL$7,900
HODGES, GEORGE TOMMYSHELBYVILLE, TNGOGGIN WAREHOUSING LLC, CHAIRMAN$7,500
WHITE, DOUGLAS G.KNOXVILLE, TNTOYOTA/LEXUS OF KNOXVILLE, AUTO DEALER$7,500
RADER, JOHNNASHVILLE, TNAFFINITY PARTNERS, ATTORNEY$7,150
ANDERSON, ASHLEYBIRMINGHAM, ALHOMEMAKER, HOMEMAKER$7,000
ANDERSON, CARSONFLORENCE, ALTNT FIREWORDS, PRESIDENT$7,000
ANDERSON, CHARLES C. SR.FLORENCE, ALANDERSON & ANDERSON LLC, PARTNER$7,000
ANDERSON, CLYDECHARLESTON, SCAGP, MANAGING PARTNER$7,000

Their biggest PAC and party givers

YOUNG VICTORY COMMITTEE
$62K
TEAM HAGERTY VICTORY
$34K
STANLEY BLACK & DECKER, INC. POLITICAL ACTION COMMITTEE
$20K
PRIMERICA INC POLITICAL ACTION COMMITTEE (PRIMERICA PAC)
$15K
YOUNG VICTORY COMMITTEE
$15K
MANUFACTURED HOUSING INSTITUTE PAC
$15K
All 25
CommitteeConnected organizationTotalGifts
NRSCYOUNG VICTORY COMMITTEE$62,0001
TEAM HAGERTY VICTORYNONE$34,4553
UNION PACIFIC CORP. FUND FOR EFFECTIVE GOVERNMENTUNION PACIFIC CORPORATION$25,0008
SPACE EXPLORATION TECHNOLOGIES CORP. PACSPACE EXPLORATION TECHNOLOGIES CORP.$25,0005
MORTGAGE BANKERS ASSOCIATION POLITICAL ACTION COMMITTEE (MORPAC)MORTGAGE BANKERS ASSOCIATION$21,7508
STANLEY BLACK & DECKER, INC. POLITICAL ACTION COMMITTEE$20,0007
BWX TECHNOLOGIES, INC POLITICAL ACTION COMMITTEEBWX TECHNOLOGIES, INC$18,5006
PRIMERICA INC POLITICAL ACTION COMMITTEE (PRIMERICA PAC)$15,0006
OORAH! POLITICAL ACTION COMMITTEEYOUNG VICTORY COMMITTEE$15,0003
MANUFACTURED HOUSING INSTITUTE PAC$15,0004
IN THE ARENA PACTEAM HILL$15,0005
FMR LLC POLITICAL ACTION COMMITTEE - FEDERAL (FIDELITY PAC)FMR LLC$15,0006
FEDERATION OF AMERICAN HOSPITALS PACFEDERATION OF AMERICAN HOSPITALS$15,0003
FAIR ISAAC CORPORATION POLITICAL ACTION COMMITTEE (FICO PAC)$15,0007
BMI POLITICAL ACTION COMMITTEE (BMI PAC)$15,0003
AMERICAN INVESTMENT COUNCIL POLITICAL ACTION COMMITTEEAMERICAN INVESTMENT COUNCIL$15,0003
AMAZON.COM SERVICES LLC SEPARATE SEGREGATED FUND (AMAZON PAC)$15,0005
ALABAMA FIRST PACBRITT$15,0003
COMMITTEE ORGANIZED FOR THE TRADING OF COTTON PAC OF THE AMERICAN COTTON SHIPPERS ASSOCIATAMERICAN COTTON SHIPPERS ASSN$14,5006
NATIONAL HEALTH CORPORATION POLITICAL ACTION COMMITTEENATIONAL HEALTH CORPORATION$14,0004
THE REAL ESTATE ROUNDTABLE POLITICAL ACTION COMMITTEE (REALPAC)THE REAL ESTATE ROUNDTABLE$13,5009
VENABLE PAC (VEN-PAC)NONE$13,0004
NATIONAL VENTURE CAPITAL ASSOCIATION VENTUREPACNATIONAL VENTURE CAPITAL ASSOCIATION$13,0007
DRUMMOND COMPANY, INC. POLITICAL ACTION COMMITTEE (DPAC)DRUMMOND COMPANY, INC.$13,0005
SAFARI CLUB INTERNATIONAL PAC (SCI-PAC)SAFARI CLUB INTERNATIONAL$12,5005

Outside spending for and against them

All of it
$2.3M

Who spent it

NATIONAL VICTORY ACTION FUND
$1.8M
SENATE CONSERVATIVES FUND
$236K
WINNING RIGHT PAC
$220K
SENATE CONSERVATIVES ACTION
$69K
See the data
SpenderFor or againstTotalReports
NATIONAL VICTORY ACTION FUNDfor$1,817,50034
SENATE CONSERVATIVES FUNDfor$235,956151
WINNING RIGHT PACfor$220,0005
SENATE CONSERVATIVES ACTIONfor$68,95510

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
FMR LLC$61,50017Sep 30, 2021Jan 29, 2026
HOLLAND & KNIGHT LLP$60,50021May 17, 2022Oct 28, 2025
SPACE EXPLORATION TECHNOLOGIES$60,00012Nov 4, 2024Mar 26, 2026
AKIN GUMP STRAUSS HAUER & FELD$47,20031Mar 18, 2021Apr 13, 2026
AMGEN, INC.$41,00010Sep 26, 2023Jun 13, 2025
UBS AMERICAS INC.$40,0008Jun 29, 2021Mar 27, 2026
THE HOME DEPOT$40,0008Sep 21, 2021May 18, 2026
GENERAL MOTORS COMPANY$40,00010Jun 4, 2021Feb 25, 2026
CHARTER COMMUNICATIONS, INC.$40,0008Sep 12, 2022May 5, 2026
AFLAC INCORPORATED$38,5009Oct 22, 2021Jun 25, 2026
MORTGAGE BANKERS ASSOCIATION$37,50010Mar 29, 2021Jun 26, 2026
DELTA AIR LINES, INC.$37,50015Sep 17, 2021Apr 23, 2026
JPMORGAN CHASE HOLDINGS LLC$37,00010Dec 27, 2021Feb 25, 2026
UNION PACIFIC CORPORATION$36,00014Sep 29, 2021Jun 26, 2026
K&L GATES, LLP$36,00032Jul 18, 2023Sep 9, 2025
STANLEY BLACK & DECKER$35,00010Jul 27, 2021Feb 3, 2026
AMERICAN BANKERS ASSOCIATION$35,00010Dec 15, 2021Apr 8, 2026
TRACTOR SUPPLY COMPANY$34,7009Feb 28, 2022Mar 24, 2026
AMAZON.COM SERVICES LLC$34,70015Jul 13, 2021Sep 17, 2025
UNUM GROUP$34,00011Mar 15, 2021Feb 9, 2026
KOCH GOVERNMENT AFFAIRS, LLC$33,5008Jun 21, 2022Jun 25, 2026
PRIMERICA LIFE INSURANCE COMPANY$31,00013Jul 6, 2021Sep 25, 2025
U.S. BANCORP (FORMERLY FILED AS U.S. BANK)$30,00010Jun 7, 2021Mar 23, 2026
CITIGROUP WASHINGTON, INC.$30,00012Jun 22, 2021Jun 4, 2026
BROADCAST MUSIC, INC.$30,0006Nov 10, 2021Jun 16, 2026

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 TexasyeaNomination 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 Texasnot votingCloture 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.nayMotion 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 Centnot votingMotion 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 Tradenot votingCloture 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 Circuitnot votingCloture Motion Agreed to
Jun 11, 2026On the NominationPN9014 Brock Dahl, of Maryland, to be Legal Adviser of the Department of Statenot votingNomination 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 Carolinanot votingNomination 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 1not votingCloture 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.not votingResolution 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: 27 sponsored, 1 became law · 118th Congress: 32 sponsored, 1 became law · 117th Congress: 29 sponsored, 1 became law

Finance and Financial Sector
25
International Affairs
17
Government Operations and Politics
13
Immigration
8
Crime and Law Enforcement
5
Taxation
4
Foreign Trade and International Finance
3
Health
2
Their bills
BillLatest action
S. 1582Public Law 119-27 GENIUS ActJul 18, 2025 Became Public Law No: 119-27.
S. 91Public Law 118-149 Forgotten Heroes of the Holocaust Congressional Gold Medal ActDec 12, 2024 Became Public Law No: 118-149.
S. 3451Public Law 117-173 A bill to include certain computer-related projects in the Federal permitting program under title XLI of the FAST Act, aAug 16, 2022 Became Public Law No: 117-173.
S. 5492 Safe Transit ActSep 23, 2026 Read twice and referred to the Committee on Banking, Housing, and Urban Affairs.
S. 5252 BLADE ActAug 5, 2026 Read twice and referred to the Committee on Banking, Housing, and Urban Affairs.
S. 5259 End Housing Welfare for Illegal Aliens ActAug 5, 2026 Read twice and referred to the Committee on Banking, Housing, and Urban Affairs.
S.J.Res. 194 A joint resolution disapproving the action of the District of Columbia Council in approving the Body-Worn Camera TranspaJun 2, 2026 Read twice and referred to the Committee on Homeland Security and Governmental Affairs.
S.J.Res. 195 A joint resolution disapproving the action of the District of Columbia Council in approving the Full Accountability in AJun 2, 2026 Read twice and referred to the Committee on Homeland Security and Governmental Affairs.
S. 4265 Freedom to Build ActMar 26, 2026 Read twice and referred to the Committee on Banking, Housing, and Urban Affairs.
S. 4198 Main Street Depositor Protection ActMar 25, 2026 Read twice and referred to the Committee on Banking, Housing, and Urban Affairs.
S.Res. 652 A resolution recognizing the importance of the United States-Japan Alliance and welcoming the visit of Prime Minister TaMar 19, 2026 Submitted in the Senate, considered, and agreed to without amendment and with a preamble by Unanimous Consent.
S. 3290 Financial Services and General Government Appropriations Act, 2026Dec 1, 2025 Read twice and referred to the Committee on Appropriations.
S. 3129 Preventing Foreign Interference in American Elections ActNov 6, 2025 Read twice and referred to the Committee on Rules and Administration.
S. 2999 Main Street Depositor Protection ActFeb 5, 2026 Committee on Banking, Housing, and Urban Affairs. Hearings held.
S. 2840 Financial Exploitation Prevention Act of 2025Sep 17, 2025 Read twice and referred to the Committee on Banking, Housing, and Urban Affairs.
S. 2553 Protect Our Communities from DUIs ActJul 30, 2025 Read twice and referred to the Committee on the Judiciary.
S. 2484 NeighborWorks Accountability ActJul 28, 2025 Read twice and referred to the Committee on Banking, Housing, and Urban Affairs.
S. 2368 Defending American Property Abroad Act of 2025Jul 21, 2025 Read twice and referred to the Committee on Finance.
S. 2205 Equal Representation ActJun 29, 2025 Read twice and referred to the Committee on Homeland Security and Governmental Affairs.
S. 2060 No Community Development Block Grants for Sanctuary Cities ActJun 12, 2025 Read twice and referred to the Committee on Banking, Housing, and Urban Affairs.
S. 1715 Protecting Privacy in Purchases ActMay 12, 2025 Read twice and referred to the Committee on Banking, Housing, and Urban Affairs.
S. 1522 District of Columbia Federal Immigration Compliance ActApr 30, 2025 Read twice and referred to the Committee on Homeland Security and Governmental Affairs.
S. 1375 SNOOP Act of 2025Apr 9, 2025 Read twice and referred to the Committee on Finance.
S. 1283 Innovate to De-Escalate Modernization ActApr 3, 2025 Read twice and referred to the Committee on the Judiciary.
S. 985 PROTECT USA Act of 2025Mar 12, 2025 Read twice and referred to the Committee on Foreign Relations.
CongressSponsoredBecame lawCosponsored
119th271197
118th321316
117th291309

4 former staff now lobbying

RILEY STAMPER
PHRONESISDC, LLC
11 clients
WILLIAM STAMPER
AKIN GUMP STRAUSS HAUER & FELD
8 clients
JIM DURRETT
INVARIANT LLC
1 client
RILEY STAMPER
ROBINHOOD MARKETS, INC.
1 client
See the data
LobbyistFormer position, as they list itFirmsClientsYears
RILEY STAMPERLeg staff member, Sen. Hagerty (Jan 21 - Dec 23); Staff member, Sen. Alexander (May 19 - October 19).PHRONESISDC, LLC112024
WILLIAM STAMPERLeg staff member, Sen. Hagerty (Jan 21 - Dec 23); Staff member, Sen. Alexander (May 19 - October 19).AKIN GUMP STRAUSS HAUER & FELD82024
JIM DURRETTDep COS, Office of the VP, EOP (2025); Dep COS for Ops, Sen Bill Hagerty (21-25); Dep Cos, Sen Todd Young (16-21); Dir of Operations, Sen Shelley Moore Capito (15-16), Office Mngr, Sen Rob Portman (10-15); Office Mngr, Sen Kay Bailey Hutchison(10-11)INVARIANT LLC12026
RILEY STAMPERLeg staff member, Sen. Hagerty; Staff member, Sen. AlexanderROBINHOOD MARKETS, INC.12025

Subcommittees

Holdings and trades

$19.0M – $96.4Mnet worth, 2025 report
231trades on their reports
5 of 64trades reported after 45 days
24 daystypical time to report a trade
0reports filed on paper
7filing extensions

Net worth, year by year

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

$10K$100K$1M$10M$100M202020212022202320242025

Largest holdings, 2025 report

VFIAX - Vanguard 500 Index Fd Admiral Shs
Mutual Funds · Self · in William F. Hagerty IV - Charles Schwab
$5.0M+
Nashville Soccer Holdings, LLC
Business Entity · Child · in Liberty Partners, LLC
$1.0M+
Nashville Soccer Holdings, LLC
Business Entity · Child · in Liberty Partners, LLC
$1.0M+
Nashville Soccer Holdings, LLC
Business Entity · Child · in Liberty Partners, LLC
$1.0M+
Nashville Soccer Holdings, LLC
Business Entity · Child · in Liberty Partners, LLC
$1.0M+
SPY - SPDR S&P 500 ETF Trust
Mutual Funds · Self · in Roundstone Ventures, LLC
$1.0M+
Princeton Fund LLC Class A Series 1
Investment Fund · Self · in Roundstone Ventures, LLC
$1.0M+
Line of Credit for DC 4 Irrevocable Trust
Accounts Receivable · Self · in Roundstone Ventures, LLC
$1.0M+
NEWAsurion
Corporate Securities · Self
$1.0M+
Northwestern Mutual Life Insurance
Life Insurance · Self
$500K+
ET - Energy Transfer LP
Corporate Securities · Self · in Roundstone Ventures, LLC
$500K+
EPD - Enterprise Products Partners L.P.
Corporate Securities · Self · in Roundstone Ventures, LLC
$500K+
Their 25 largest holdings, as a table
AssetKindOwnerValueIncome
VFIAX - Vanguard 500 Index Fd Admiral Shs in William F. Hagerty IV - Charles SchwabMutual FundsSelf$5.0M – $25.0MDividends: $50K – $100K
Nashville Soccer Holdings, LLC in Liberty Partners, LLCBusiness EntityChild$1.0M – $5.0MNone: $0 – $200
Nashville Soccer Holdings, LLC in Liberty Partners, LLCBusiness EntityChild$1.0M – $5.0MNone: $0 – $200
Nashville Soccer Holdings, LLC in Liberty Partners, LLCBusiness EntityChild$1.0M – $5.0MNone: $0 – $200
Nashville Soccer Holdings, LLC in Liberty Partners, LLCBusiness EntityChild$1.0M – $5.0MNone: $0 – $200
SPY - SPDR S&P 500 ETF Trust in Roundstone Ventures, LLCMutual FundsSelf$1.0M – $5.0MDividends: $15K – $50K
Princeton Fund LLC Class A Series 1 in Roundstone Ventures, LLCInvestment FundSelf$1.0M – $5.0MExcepted Investment Fund: $0 – $200
Line of Credit for DC 4 Irrevocable Trust in Roundstone Ventures, LLCAccounts ReceivableSelf$1.0M – $5.0MInterest: $1,001 – $2,500
NEWAsurionCorporate SecuritiesSelf$1.0M – $5.0MNone: $0 – $200
Northwestern Mutual Life InsuranceLife InsuranceSelf$500K – $1.0MDividends, Interest: $15K – $50K
ET - Energy Transfer LP in Roundstone Ventures, LLCCorporate SecuritiesSelf$500K – $1.0MDividends, Capital Gains: $50K – $100K
EPD - Enterprise Products Partners L.P. in Roundstone Ventures, LLCCorporate SecuritiesSelf$500K – $1.0MDividends, Capital Gains: $15K – $50K
Contour Venture Partners II, LP in Roundstone Ventures, LLCBusiness EntitySelf$500K – $1.0MExcepted Investment Fund: $0 – $200
Line of Credit for DC 1 Irrevocable Trust in Roundstone Ventures, LLCAccounts ReceivableSelf$500K – $1.0MInterest: $0 – $200
Line of Credit for DC 2 Irrevocable Trust in Roundstone Ventures, LLCAccounts ReceivableSelf$500K – $1.0MInterest: $0 – $200
Line of Credit for DC 3 Irrevocable Trust in Roundstone Ventures, LLCAccounts ReceivableSelf$500K – $1.0MInterest: $0 – $200
HC 17th and Grand Partners, LP in Roundstone Ventures, LLCBusiness EntitySelf$500K – $1.0MExcepted Investment Fund: $0 – $200
TOIXX - TOIXX - Federated Hermes Treasury Obligation Shares in Roundstone Ventures, LLCMutual FundsSelf$500K – $1.0MDividends: $15K – $50K
SPY - State Street SPDR S&P 500 ETF Trust in Rollover IRAMutual FundsSelf$250K – $500KDividends: $2,501 – $5,000
SPY - State Street SPDR S&P 500 ETF Trust in Sep IRAMutual FundsSelf$250K – $500KDividends: $2,501 – $5,000
RNR - RenaissanceRe Holdings Ltd. in William F. Hagerty IV - Morgan StanleyCorporate SecuritiesSelf$250K – $500KDividends: $1,001 – $2,500
QUAL - iShares MSCI USA Quality Factor ETF in William F. Hagerty IV - Morgan StanleyMutual FundsSelf$250K – $500KDividends: $1,001 – $2,500
VONG - Vanguard Russell 1000 Growth Index Fund ETF Shares in William F. Hagerty IV - Morgan StanleyMutual FundsSelf$250K – $500KDividends: $1,001 – $2,500
VONV - Vanguard Russell 1000 Value Index Fund ETF Shares in William F. Hagerty IV - Morgan StanleyMutual FundsSelf$250K – $500KDividends: $5,001 – $15K
SNOXX - Schwab Treasury Obligation Money Market in DC 1 Irrevocable TrustMutual FundsChild$250K – $500KDividends: $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
202120222023202420252026

What they trade most

Vanguard Short-Term Investment Grade Fund Admira (VFSUX)
2021–2022 · $2.9M – $6.1M
30 trades
American Funds Preservation Portfolio Class 529 (CPPAX)
2022–2025 · $328K – $845K
12 trades
iShares iBonds Dec 2024 Term Corporate ETF (IBDP)
2022–2024 · $646K – $1.7M
10 trades
CareBridge
2022–2024 · $1.4M – $3.0M
8 trades
Vanguard Ultra-Short Bond ETF (VUSB)
2022–2023 · $780K – $1.6M
8 trades
iShares iBonds Dec 2023 Term Corporate ETF (IBDO)
2022–2023 · $316K – $765K
6 trades
Vanguard Small-Cap Value Index Fund - ETF Shares (VBR)
2021–2025 · $20K – $125K
6 trades
S&P 500 SPDR (SPY)
2022–2025 · $1.2M – $2.5M
5 trades
Amcap Fund Class F-2 Shares (AMCFX)
2021–2023 · $500K – $1.3M
5 trades
HC 17th and Grand Partners, LP
2021–2021 · $450K – $900K
5 trades
All 231 trades
DateAssetTradeOwnerAmountDays to report
2026-01-29Hall Ward Energy Fund II, LP PurchaseSelf$100K – $250K32
2026-01-23Contour Venture Partners V, LP PurchaseSelf$250K – $500K31
2025-12-29Vanguard Total Stock Market Index Fund - ETF Shares PurchaseSelf$1.0M – $5.0Mannual
2025-12-23iShares iBonds Dec 2027 Term Corporate ETF PurchaseSelf$100K – $250Kannual
2025-12-23iShares iBonds Dec 2026 Term Corporate ETF PurchaseSelf$100K – $250Kannual
2025-12-18iShares iBonds Dec 2025 Term Corporate ETF Sale (Full)Self$250K – $500Kannual
2025-08-11American Funds Preservation Portfolio - Class 529-A Sale (Partial)Child$50K – $100Kannual
2025-08-07American Funds Moderate Growth and Income Portfolio - Class 529-A Sale (Full)Child$15K – $50Kannual
2025-08-07American Funds Global Growth Portfolio - Class 529-A Sale (Full)Child$15K – $50Kannual
2025-08-07American Funds Conservative Growth and Income Portfolio - Class 529-A Sale (Full)Child$100K – $250Kannual
2025-07-29State Street SPDR S&P 500 ETF Trust Sale (Partial)Self$250K – $500Kannual
2025-07-15Innovator U.S. Small Cap Power Buffer ETF - October Sale (Partial)Self$50K – $100Kannual
2025-07-15Innovator U.S. Equity Power Buffer ETF - October Sale (Partial)Self$15K – $50Kannual
2025-06-30iShares iBonds Dec 2026 Term Corporate ETF PurchaseSelf$250K – $500Kannual
2025-02-18Vanguard Small-Cap Value Index Fund - ETF Shares PurchaseSelf$1,001 – $15Kannual
2025-02-18Vanguard Small-Cap Value Index Fund - ETF Shares PurchaseSelf$15K – $50Kannual
2025-02-18Vanguard Small-Cap Value Index Fund - ETF Shares PurchaseSelf$1,001 – $15Kannual
2025-02-18Invesco S&P 500 Equal Weight ETF PurchaseSelf$1,001 – $15Kannual
2025-01-02Aspen Insurance Holdings Ltd [Ahl/Pc] Sale (Full)Self$15K – $50K20
2024-12-27American Funds Conservative Growth and Income Po PurchaseChild$100K – $250Kannual
2024-12-27American Funds Preservation Portfolio Class 529 Sale (Partial)Child$15K – $50Kannual
2024-12-20iShares iBonds Dec 2025 Term Corporate ETF PurchaseSelf$250K – $500Kannual
2024-12-19iShares iBonds Dec 2024 Term Corporate ETF Sale (Full)Self$100K – $250Kannual
2024-12-13Equity Commonwealth Sale (Full)Self$1,001 – $15K17
2024-12-12SNOXX - Schwab Treasury Obligation Money Market PurchaseChild$250K – $500Kannual
2024-12-12SNOXX - Schwab Treasury Obligation Money Market PurchaseChild$250K – $500Kannual
2024-12-12SNOXX - Schwab Treasury Obligation Money Market PurchaseChild$250K – $500Kannual
2024-12-12American Funds Preservation Portfolio Class 529 Sale (Partial)Child$15K – $50Kannual
2024-12-10CareBridge Sale (Full)Child$250K – $500K20
2024-12-10CareBridge Sale (Full)Child$250K – $500K20
2024-12-10CareBridge Sale (Full)Child$250K – $500K20
2024-12-10CareBridge Sale (Full)Child$250K – $500K20
2024-10-30Keysight Technologies Bond Sale (Full)Self$50K – $100K26
2024-07-22Equitrans Midstream Corp (Exchanged) Eqt Corp (Received) ExchangeSelf$15K – $50K385
2024-07-12American Funds Preservation Portfolio Class 529 Sale (Partial)Child$50K – $100Kannual
2024-07-05iShares iBonds Dec 2024 Term Corporate ETF Sale (Full)Self$15K – $50Kannual
2024-05-22iShares iBonds Dec 2024 Term Corporate ETF Sale (Partial)Self$15K – $50Kannual
2024-03-26iShares iBonds Dec 2024 Term Corporate ETF Sale (Partial)Self$1,001 – $15Kannual
2024-03-06iShares iBonds Dec 2024 Term Corporate ETF Sale (Partial)Self$15K – $50Kannual
2024-01-12iShares iBonds Dec 2024 Term Corporate ETF Sale (Partial)Self$100K – $250Kannual
2023-12-27Datadog, Inc. - Class A Common Stock Sale (Full)Self$1,001 – $15K14
2023-12-12American Funds Preservation Portfolio Class 529 Sale (Partial)Child$15K – $50Kannual
2023-12-12American Funds Preservation Portfolio Class 529 Sale (Partial)Child$15K – $50Kannual
2023-12-12iShares iBonds Dec 2023 Term Corporate ETF Sale (Full)Self$100K – $250Kannual
2023-12-12iShares iBonds Dec 2024 Term Corporate ETF PurchaseSelf$100K – $250Kannual
2023-12-12iShares iBonds Dec 2024 Term Corporate ETF PurchaseSelf$100K – $250Kannual
2023-12-12iShares iBonds Dec 2023 Term Corporate ETF Sale (Full)Self$100K – $250Kannual
2023-11-27American Funds Preservation Portfolio Class 529 Sale (Partial)Child$1,001 – $15Kannual
2023-11-06Crestwood Equity Partners LP (Exchanged) Energy Transfer LP (Received) ExchangeSelf$50K – $100K281
2023-10-02NSHD MSE Block C Joint Venture, LLC PurchaseSelf$250K – $500K16
2023-10-02445 Park Commons PurchaseSelf$250K – $500K16
2023-09-28S&P 500 SPDR Sale (Partial)Self$250K – $500Kannual
2023-09-08Vanguard Ultra-Short Bond ETF Sale (Full)Self$100K – $250Kannual
2023-08-08Vanguard Ultra-Short Bond ETF Sale (Partial)Self$50K – $100Kannual
2023-07-24American Funds Preservation Portfolio Class 529 PurchaseChild$50K – $100Kannual
2023-07-24American Funds Conservative Growth and Income Po Sale (Full)Child$50K – $100Kannual
2023-07-20American Funds Preservation Portfolio Class 529 Sale (Partial)Child$1,001 – $15Kannual
2023-07-20American Funds Conservative Growth and Income Po Sale (Partial)Child$15K – $50Kannual
2023-07-20American Funds Preservation Portfolio Class 529 Sale (Partial)Child$15K – $50Kannual
2023-04-10Vanguard Ultra-Short Bond ETF PurchaseSelf$15K – $50Kannual
2023-04-10Vanguard Ultra-Short Bond ETF PurchaseSelf$15K – $50Kannual
2023-04-06S&P 500 Dividend Aristocrats ETF PurchaseSelf$50K – $100Kannual
2023-04-06S&P 500 SPDR PurchaseSelf$100K – $250Kannual
2023-04-06S&P 500 Dividend Aristocrats ETF PurchaseSelf$50K – $100Kannual
2023-04-06Vanguard Ultra-Short Bond ETF PurchaseSelf$50K – $100Kannual
2023-04-06SPDR Dow Jones Industrial Average ETF PurchaseSelf$50K – $100Kannual
2023-04-06New World Fund Inc. Class F-2 Shs Sale (Full)Self$50K – $100Kannual
2023-04-06Amcap Fund Class F-2 Shares Sale (Full)Self$100K – $250Kannual
2023-04-06American Mutual Fund Class F-2 Shares Sale (Full)Self$100K – $250Kannual
2023-04-06Europacific Growth Fund Class F-2 Shs Sale (Full)Self$50K – $100Kannual
2023-04-06Principal Fds Inc. Real Estate Securities Fd IN Sale (Full)Self$50K – $100Kannual
2023-04-06SPDR S&P 500 PurchaseSelf$100K – $250Kannual
2023-04-06Vanguard Ultra-Short Bond ETF PurchaseSelf$50K – $100Kannual
2023-04-06SPDR Dow Jones Industrial Average ETF PurchaseSelf$50K – $100Kannual
2023-04-06New World Fund Inc. Class F-2 Shs Sale (Full)Self$50K – $100Kannual
2023-04-06T. Rowe Price New Horizons Fund - I Class Sale (Full)Self$100K – $250Kannual
2023-04-06Victory Trivalent International Small-Cap Cl I Sale (Full)Self$15K – $50Kannual
2023-04-06American Mutual Fund Class F-2 Shares Sale (Full)Self$100K – $250Kannual
2023-04-06Amcap Fund Class F-2 Shares Sale (Full)Self$100K – $250Kannual
2023-04-06Europacific Growth Fund Class F-2 Shs Sale (Full)Self$50K – $100Kannual
2023-04-06Undiscovered Managers Behavioral Value Fund Clas Sale (Full)Self$50K – $100Kannual
2023-04-06Principal Fds Inc. Real Estate Securities Fd IN Sale (Full)Self$50K – $100Kannual
2023-03-17Vanguard Ultra-Short Bond ETF Sale (Partial)Self$250K – $500Kannual
2023-01-12American Funds Preservation Portfolio Class 529 Sale (Partial)Child$1,001 – $15Kannual
2022-11-11Vanguard Total Stock Market ETF PurchaseSelf$50K – $100Kannual
2022-11-11S&P 500 SPDR Sale (Partial)Self$500K – $1.0Mannual
2022-10-17iShares iBonds Dec 2023 Term Corporate ETF PurchaseSelf$1,001 – $15Kannual
2022-10-17iShares iBonds Dec 2023 Term Corporate ETF PurchaseSelf$15K – $50Kannual
2022-10-14iShares iBonds Dec 2023 Term Corporate ETF PurchaseSelf$50K – $100Kannual
2022-10-14iShares iBonds Dec 2024 Term Corporate ETF PurchaseSelf$100K – $250Kannual
2022-10-14Vanguard Short-Term Investment Grade Fund Admira Sale (Full)Self$50K – $100Kannual
2022-10-14Goldman Sachs Absolute Return Tracker Fund Class Sale (Full)Self$250K – $500Kannual
2022-10-14iShares iBonds Dec 2024 Term Corporate ETF PurchaseSelf$100K – $250Kannual
2022-10-14iShares iBonds Dec 2023 Term Corporate ETF PurchaseSelf$50K – $100Kannual
2022-10-14Vanguard Short-Term Investment Grade Fund Admira Sale (Full)Self$500K – $1.0Mannual
2022-09-12Vanguard Short-Term Investment Grade Fund Admira Sale (Partial)Self$100K – $250Kannual
2022-08-19Blueknight Energy Partners L.P. - Series A Preferr Sale (Full)Self$15K – $50K14
2022-07-20Vanguard Short-Term Investment Grade Fund Admira Sale (Partial)Self$50K – $100Kannual
2022-07-19Vanguard Short-Term Investment Grade Fund Admira Sale (Partial)Self$250K – $500Kannual
2022-07-19Vanguard Ultra-Short Bond ETF PurchaseSelf$250K – $500Kannual
2022-06-15HC D Hill Partners, LP PurchaseChild$100K – $250K28
2022-06-15HC D Hill Partners, LP PurchaseChild$100K – $250K28
2022-06-15HC D Hill Partners, LP PurchaseChild$100K – $250K28
2022-06-15HC D Hill Partners, LP PurchaseChild$100K – $250K28
2022-05-06Lemonade, Inc. Common Stock Sale (Partial)Self$1,001 – $15K10
2022-04-22CareBridge PurchaseChild$100K – $250K24
2022-04-22CareBridge PurchaseChild$100K – $250K24
2022-04-22CareBridge PurchaseChild$100K – $250K24
2022-04-22CareBridge PurchaseChild$100K – $250K24
2022-03-09Del Taco Restaurants, Inc. - Common Stock Sale (Full)Self$15K – $50K35
2022-02-28Liberty Partners, LLC PurchaseChild$1.0M – $5.0M29
2022-02-28Liberty Partners, LLC PurchaseChild$1.0M – $5.0M29
2022-02-28Liberty Partners, LLC PurchaseChild$1.0M – $5.0M29
2022-02-28Liberty Partners, LLC PurchaseChild$1.0M – $5.0M29
2022-02-28Nashville Soccer Holdings, LLC PurchaseChild$1.0M – $5.0M29
2022-02-28Nashville Soccer Holdings, LLC PurchaseChild$1.0M – $5.0M29
2022-02-28Nashville Soccer Holdings, LLC PurchaseChild$1.0M – $5.0M29
2022-02-28Nashville Soccer Holdings, LLC PurchaseChild$1.0M – $5.0M29
2022-01-12American Funds Moderate Growth and Income Portfo Sale (Partial)Child$250K – $500Kannual
2022-01-12American Funds Preservation Portfolio Class 529 PurchaseChild$100K – $250Kannual
2022-01-12American Funds Conservative Growth and Income Po PurchaseChild$100K – $250Kannual
2022-01-12American Funds Global Growth Portfolio Class 529 Sale (Partial)Child$250K – $500Kannual
2021-12-31Vanguard Short-Term Investment Grade Fund Admira Sale (Partial)Self$1,001 – $15Kannual
2021-12-29Vanguard Emerging Markets Stock Index Fd Admiral Sale (Full)Self$250K – $500Kannual
2021-12-29Chatham Lodging Trust (REIT) Common Shares of Bene Sale (Full)Self$1,001 – $15K12
2021-12-29Nustar Energy L.P. Common Units Sale (Full)Self$50K – $100K12
2021-12-29Blueknight Energy Partners L.P., L.L.C. - Common U Sale (Full)Self$15K – $50K12
2021-12-29Coca-Cola Europacific Partners plc - Ordinary Shar Sale (Full)Self$50K – $100K12
2021-12-29Enova International, Inc. Common Stock Sale (Full)Self$15K – $50K12
2021-12-29Pinnacle Financial Partners, Inc. - Common Stock Sale (Partial)Self$100K – $250K12
2021-12-28FT CBOE Vest U.S. Equity Buffer ETF November Sale (Full)Child$100K – $250Kannual
2021-12-28Vanguard Short-Term Investment Grade Fund Admira Sale (Full)Child$100K – $250Kannual
2021-12-28FT CBOE Vest U.S. Equity Buffer ETF November Sale (Full)Child$100K – $250Kannual
2021-12-28Vanguard Short-Term Investment Grade Fund Admira Sale (Full)Child$250K – $500Kannual
2021-12-28Amcap Fund Class F-2 Shares Sale (Full)Child$100K – $250Kannual
2021-12-28New World Fund Inc. Class F-2 Shs Sale (Full)Child$50K – $100Kannual
2021-12-28New Perspective Fund Class F-2 Shares Sale (Full)Child$50K – $100Kannual
2021-12-28Fundamental Investors Class F-2 Shares Sale (Full)Child$100K – $250Kannual
2021-12-28FT CBOE Vest U.S. Equity Buffer ETF November Sale (Full)Child$100K – $250Kannual
2021-12-28Vanguard Short-Term Investment Grade Fund Admira Sale (Full)Child$250K – $500Kannual
2021-12-28Amcap Fund Class F-2 Shares Sale (Full)Child$100K – $250Kannual
2021-12-28New World Fund Inc. Class F-2 Shs Sale (Full)Child$50K – $100Kannual
2021-12-28New Perspective Fund Class F-2 Shares Sale (Full)Child$100K – $250Kannual
2021-12-28Fundamental Investors Class F-2 Shares Sale (Full)Child$100K – $250Kannual
2021-12-28FT CBOE Vest U.S. Equity Buffer ETF November Sale (Full)Child$100K – $250Kannual
2021-12-28Vanguard Short-Term Investment Grade Fund Admira Sale (Full)Child$250K – $500Kannual
2021-12-28Amcap Fund Class F-2 Shares Sale (Full)Child$100K – $250Kannual
2021-12-28New World Fund Inc. Class F-2 Shs Sale (Full)Child$50K – $100Kannual
2021-12-28New Perspective Fund Class F-2 Shares Sale (Full)Child$100K – $250Kannual
2021-12-28Signature Bank - Common Stock Sale (Full)Child$15K – $50K204
2021-12-28Signature Bank - Common Stock Sale (Full)Child$15K – $50K204
2021-12-28Signature Bank - Common Stock Sale (Full)Child$15K – $50K204
2021-12-28RenaissanceRe Holdings Ltd. Common Stock Sale (Partial)Self$250K – $500K13
2021-12-28Datadog, Inc. - Class A Common Stock Sale (Full)Self$15K – $50K13
2021-12-23Ryman Hospitality Properties, Inc. (REIT) Sale (Partial)Self$15K – $50K18
2021-12-23RenaissanceRe Holdings Ltd. Common Stock Sale (Partial)Self$250K – $500K18
2021-12-23Ryman Hospitality Properties, Inc. (REIT) Sale (Full)Self$100K – $250K18
2021-12-16Vroom, Inc. - Common Stock Sale (Full)Self$1,001 – $15K6
2021-12-01Qwest Corporation 7% Notes due 2056 Sale (Full)Self$50K – $100K21
2021-11-08Vanguard Short-Term Investment Grade Fund Admira Sale (Partial)Self$100K – $250Kannual
2021-11-08Datadog, Inc. - Class A Common Stock Sale (Partial)Self$1.0M – $5.0M15
2021-10-15Vanguard Short-Term Investment Grade Fund Admira PurchaseSelf$50K – $100Kannual
2021-09-30Ultrashort Euro ETF Sale (Full)Self$100K – $250Kannual
2021-09-30Total Stock Market ETF Vanguard Sale (Full)Self$1.0M – $5.0Mannual
2021-09-30iShares Russell 1000 ETF PurchaseSelf$1.0M – $5.0Mannual
2021-07-06Vanguard Mid-Cap Growth ETF Sale (Partial)Self$15K – $50Kannual
2021-07-06Vanguard Russell 1000 Value ETF PurchaseSelf$15K – $50Kannual
2021-07-06Vanguard Russell 1000 Growth ETF Sale (Partial)Self$1,001 – $15Kannual
2021-07-06Vanguard Mid-Cap Value ETF Sale (Partial)Self$1,001 – $15Kannual
2021-07-06Vanguard S&P Small-Cap 600 Growth ETF PurchaseSelf$15K – $50Kannual
2021-07-06Smallcap Value ETF Vanguard PurchaseSelf$1,001 – $15Kannual
2021-07-06SPDR Emerging Markets Portfolio ETF PurchaseSelf$15K – $50Kannual
2021-07-06SPDR World Ex-US Portfolio ETF Sale (Partial)Self$1,001 – $15Kannual
2021-07-06iShares MSCI USA Quality Factor ETF Sale (Partial)Self$1,001 – $15Kannual
2021-07-06iShares Gold Trust Shares of the iShares Gold Trus PurchaseSelf$1,001 – $15Kannual
2021-07-06Xt MSCI EAFE Hedged Equity ETF PurchaseSelf$1,001 – $15Kannual
2021-06-14Vanguard Short-Term Investment Grade Fund Admira Sale (Partial)Child$50K – $100Kannual
2021-06-14Vanguard Short-Term Investment Grade Fund Admira Sale (Partial)Child$50K – $100Kannual
2021-06-14Vanguard Short-Term Investment Grade Fund Admira Sale (Partial)Child$50K – $100Kannual
2021-06-14Vanguard Short-Term Investment Grade Fund Admira Sale (Partial)Child$50K – $100Kannual
2021-06-14Vanguard Short-Term Investment Grade Fund Admira Sale (Partial)Self$250K – $500Kannual
2021-06-08The Boeing Company PurchaseSelf$1,001 – $15K30
2021-05-21iShares Russell 1000 ETF PurchaseSelf$250K – $500Kannual
2021-05-18Vanguard Short-Term Investment Grade Fund Admira Sale (Partial)Self$100K – $250Kannual
2021-05-17FLIR SYSTEMS INC. Registered Sh (Exchanged) Teledyne Technologies Incorporated (Received) ExchangeSelf$15K – $50K22
2021-04-20Natera, Inc. Sale (Partial)Self$1,001 – $15K14
2021-04-01Vanguard Mid-Cap Growth ETF PurchaseSelf$1,001 – $15Kannual
2021-04-01Vanguard Russell 1000 Value ETF Sale (Partial)Self$15K – $50Kannual
2021-04-01Vanguard Russell 1000 Growth ETF PurchaseSelf$1,001 – $15Kannual
2021-04-01Vanguard Mid-Cap Value ETF PurchaseSelf$15K – $50Kannual
2021-04-01S&P Smallcap 600 Growth Vanguard Sale (Partial)Self$1,001 – $15Kannual
2021-04-01Smallcap Value ETF Vanguard Sale (Partial)Self$1,001 – $15Kannual
2021-04-01SPDR Emerging Markets Portfolio ETF PurchaseSelf$1,001 – $15Kannual
2021-04-01SPDR World Ex-US Portfolio ETF PurchaseSelf$1,001 – $15Kannual
2021-04-01USA Momentum Factor Ishares Edge MSCI ETF PurchaseSelf$1,001 – $15Kannual
2021-04-01iShares Gold Trust Shares of the iShares Gold Trus PurchaseSelf$1,001 – $15Kannual
2021-04-01Xt MSCI EAFE Hedged Equity ETF Sale (Partial)Self$1,001 – $15Kannual
2021-03-30Vanguard Short-Term Investment Grade Fund Admira Sale (Partial)Child$50K – $100Kannual
2021-03-30Vanguard Short-Term Investment Grade Fund Admira Sale (Partial)Child$15K – $50Kannual
2021-03-30Vanguard Short-Term Investment Grade Fund Admira Sale (Partial)Child$15K – $50Kannual
2021-03-30Vanguard Short-Term Investment Grade Fund Admira Sale (Partial)Child$15K – $50Kannual
2021-03-26Qurate Retail, Inc. PurchaseSelf$15K – $50K13
2021-02-16Qwest Corp. NT 7% 2056 Sale (Full)Self$15K – $50K3
2021-01-26Vroom, Inc. PurchaseSelf$1,001 – $15K24
2021-01-22Vanguard Short-Term Investment Grade Fund Admira Sale (Partial)Child$15K – $50Kannual
2021-01-22Vanguard Short-Term Investment Grade Fund Admira Sale (Partial)Child$15K – $50Kannual
2021-01-22Vanguard Short-Term Investment Grade Fund Admira Sale (Partial)Child$15K – $50Kannual
2021-01-22Vanguard Short-Term Investment Grade Fund Admira Sale (Partial)Child$15K – $50Kannual
2021-01-19Editas Medicine, Inc. Sale (Partial)Self$15K – $50K31
2021-01-11HC 17th and Grand Partners, LP PurchaseSelf$250K – $500K44
2021-01-11HC 17th and Grand Partners, LP PurchaseChild$50K – $100K44
2021-01-11HC 17th and Grand Partners, LP PurchaseChild$50K – $100K44
2021-01-11HC 17th and Grand Partners, LP PurchaseChild$50K – $100K44
2021-01-11HC 17th and Grand Partners, LP PurchaseChild$50K – $100K44
2021-01-08Vroom, Inc. PurchaseSelf$1,001 – $15K42
2021-01-08Lemonade, Inc. Sale (Partial)Self$1,001 – $15K42
2021-01-05Vanguard Short-Term Investment Grade Fund Admira Sale (Partial)Child$50K – $100Kannual
2021-01-05Vanguard Short-Term Investment Grade Fund Admira Sale (Partial)Child$50K – $100Kannual
2021-01-05Vanguard Short-Term Investment Grade Fund Admira Sale (Partial)Child$50K – $100Kannual
2021-01-05Vanguard Short-Term Investment Grade Fund Admira Sale (Partial)Child$50K – $100Kannual
2021-01-05Vanguard Russell 1000 Growth ETF Sale (Partial)Self$15K – $50Kannual
2021-01-04Vanguard Mid-Cap Growth ETF Sale (Partial)Self$1,001 – $15Kannual
2021-01-04Midcap Value ETF Vanguard Sale (Partial)Self$1,001 – $15Kannual
2021-01-04S&P Smallcap 600 Growth Vanguard PurchaseSelf$1,001 – $15Kannual
2021-01-04Smallcap Value ETF Vanguard Sale (Partial)Self$1,001 – $15Kannual
2021-01-04SPDR Emerging Markets Portfolio ETF Sale (Partial)Self$1,001 – $15Kannual
2021-01-04SPDR World Ex-US Portfolio ETF Sale (Partial)Self$1,001 – $15Kannual
2021-01-04VanEck Vectors MSCI World ex-Australia Quality PurchaseSelf$1,001 – $15Kannual
2021-01-04USA Momentum Factor Ishares Edge MSCI ETF PurchaseSelf$15K – $50Kannual
2021-01-04iShares Gold Trust Shares of the iShares Gold Trus PurchaseSelf$1,001 – $15Kannual
2021-01-04Xtrackers MSCI EAFE Hedged Equity ETF PurchaseSelf$1,001 – $15Kannual

Financial disclosures

44 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
Aug 12, 2026Annual Report for Calendar 202516
Mar 18, 2026Annual Report for 2025 Due Date Extension 10
Mar 2, 2026Periodic Transaction Report for 03/02/20261
Feb 23, 2026Periodic Transaction Report for 02/23/20261
Aug 11, 2025Annual Report for Calendar 202415
Aug 11, 2025Periodic Transaction Report for 08/11/20251
Mar 13, 2025Annual Report for 2024 Due Date Extension 10
Jan 22, 2025Periodic Transaction Report for 01/22/20251
Dec 30, 2024Periodic Transaction Report for 12/30/20245
Nov 25, 2024Periodic Transaction Report for 11/25/20241
Aug 13, 2024Annual Report for Calendar 202340
Aug 13, 2024Periodic Transaction Report for 08/13/20241
Mar 25, 2024Annual Report for 2023 Due Date Extension 10
Jan 10, 2024Periodic Transaction Report for 01/10/20241
Oct 18, 2023Periodic Transaction Report for 10/18/20232
Aug 21, 2023Annual Report for Calendar 2020 (Amendment 1)206
Aug 21, 2023Annual Report for Calendar 2021 (Amendment 1)79
Aug 14, 2023Annual Report for Calendar 202219
Aug 14, 2023Periodic Transaction Report for 04/13/2022 (Amendment 1)1
Mar 16, 2023Annual Report for 2022 Due Date Extension 10
Sep 2, 2022Periodic Transaction Report for 09/02/20221
Aug 13, 2022Annual Report for Calendar 202179
Jul 20, 2022Periodic Transaction Report for 07/20/20223
Jul 13, 2022Periodic Transaction Report for 07/13/20224
May 16, 2022Periodic Transaction Report for 05/16/20225
Apr 13, 2022Periodic Transaction Report for 04/13/20221
Apr 11, 2022Annual Report for 2021 Due Date Extension 10
Mar 29, 2022Periodic Transaction Report for 03/29/20228
Jan 10, 2022Periodic Transaction Report for 01/10/202211
Dec 22, 2021Periodic Transaction Report for 12/22/20212
Nov 23, 2021Periodic Transaction Report for 11/23/20211
Aug 16, 2021Annual Report for Calendar 2020198
Jul 8, 2021Periodic Transaction Report for 07/08/20211
Jun 8, 2021Periodic Transaction Report for 06/08/20211
May 4, 2021Periodic Transaction Report for 05/04/20211
Apr 8, 2021Periodic Transaction Report for 04/08/20211
Apr 8, 2021Annual Report for 2020 Due Date Extension 10
Feb 24, 2021Periodic Transaction Report for 02/24/20215
Feb 19, 2021Periodic Transaction Report for 02/19/20215
Jul 10, 2020Candidate Report (Amendment 2)214
Jul 7, 2020Candidate Report226
Mar 17, 2020Candidate Report for 2020 Due Date Extension 10
Mar 12, 2020Candidate Report (Amendment 1)210
Jan 7, 2020Candidate Report209

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
Aug 13, 20222022-12-28Fundamental Investors Class F-2 Shares (FINFX)Dated after the report was filedRepeated on the amendment
Aug 11, 20252025-12-12SNOXX - Schwab Treasury Obligation Money MarketDated after the report was filedNever amended