Senate Files

Senators

Tim Kaine D

Democratic senator from Virginia, serving since Jan 3, 2013. Up for re-election in 2030.

Among all 100 senators

Each dot is a senator; Kaine 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

$903K$49K$115.9M

Votes with their party

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

90.1%79.5%100.0%

Missed votes

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

1.2%0.0%15.0%

Lobbyists' giving

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

$5.2M$6,000$11.9M

Money from out of state

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

51%21%98%

Bills sponsored

In the 119th Congress (Congress.gov)

1112191

Voting record

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

-0.23← more liberalmore conservative →

Where their campaign money comes from

2025–26
$903K
2023–24
$18.3M
2021–22
$2.3M
See the data
PeriodRaisedIndividualsPACsPartiesOwn moneySpentCashOutside forOutside against
2025–26$903,436$453,592$151,504$0$0$1,524,381$2,178,565$45,500$0
2023–24$18,308,454$10,885,218$2,112,230$1,000$0$19,299,348$2,799,510$70,195$0
2021–22$2,327,307$644,490$230,200$0$0$1,014,189$3,829,019$0$0

FEC totals through Sep 30, 2026.

Who gives to them

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

2025–26
$287K
2023–24
$6.1M
2021–22
$482K

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).

WCAS
$46K
CAPITAL GROUP
$45K
UNITED AIRLINES
$45K
AMAZON
$21K
WELSH CARSON ANDERSON & STOWE
$19K
AMAZON COM
$19K
ALTRIA
$19K
BLACKSTONE
$17K
GOOGLE
$17K
CAPITAL ONE
$17K
UNIVERSITY OF VIRGINIA
$14K
JPM RANCH COMPANY
$13K
The largest donors, and the numbers
PeriodItemizedContributionsFrom VARetired donors
2025–26$287,3813,49149%3%
2023–24$6,053,94552,62947%10%
2021–22$482,1344,74538%8%
DonorWhereEmployer, occupationTotal
THOMAS, TORI WINKLERMCLEAN, VANOT EMPLOYED, NOT EMPLOYED$13,200
SIMON, DEBORAHCARMEL, INNOT EMPLOYED, NOT EMPLOYED$12,800
BROWN, MARY K.HANOVER, NHNOT EMPLOYED, NOT EMPLOYED$12,500
BROWN, SCOTT S.HANOVER, NHNEW ENERGY CAPITAL, EXECUTIVE$12,500
SCRIPPS, WENDYNEW YORK, NYNOT EMPLOYED, RETIRED$12,400
CRAIG, FRANCES B.ASHBURN, VAUNANET, NOT EMPLOYED$10,500
SHUMADINE, CONRADNORFOLK, VASIGNATURE FINANCIAL WEALTH ADVISORS, INVESTMENT ADVISOR$10,000
BEASLEY, JEANDALLAS, TXBEASLEY ASSOCIATES, BUSINESS$9,000
LITTLE, CHRISTOPHER M.MC DOWELL, VANOT EMPLOYED, NOT EMPLOYED$8,600
BECK, COLEENAUSTIN, TXNOT EMPLOYED, NOT EMPLOYED$8,250
HARRINGTON, HOPEWASHINGTON, DCNOT EMPLOYED, NOT EMPLOYED$8,250
FIFE, EUGENE V.CHARLOTTESVILLE, VANOT EMPLOYED, NOT EMPLOYED$7,950
ALLEN, JOHNDALLAS, TXNOT EMPLOYED, NOT EMPLOYED$7,443
MACKESY, D. SCOTTBRONXVILLE, NYWCAS, MANAGING PARTNER$7,000
ROBINSON, MARGARETALEXANDRIA, VASELF-EMPLOYED, THERAPIST$6,858
BOYD, MARYCHARLOTTESVILLE, VANOT EMPLOYED, NOT EMPLOYED$6,770
SOMMERS, DIXIEALEXANDRIA, VANOT EMPLOYED, RETIRED$6,635
BERG, MILDREDPHILADELPHIA, PACOMMUNITY COLLEGE OF PHILADELPHIA, PROFESSOR$6,600
BILLS, MICHAEL D.CHARLOTTESVILLE, VABLUESTEM ASSET MANAGEMENT, LLC, PRESIDENT$6,600
BLAU, LISANEW YORK, NYABLE PARTNERS NYC, LLC, COFOUNDER$6,600
BOURNE, HUNTER CARSON IIIKILL DEVIL HILLS, NCFORE PROPERTY COMPANY, REAL ESTATE$6,600
COLLEY, MARK D.ALEXANDRIA, VAARNOLD & PORTER KAYE SCHOLER LLP, ATTORNEY$6,600
CUTTER, BOWMANMIDDLEBROOK, VANOT EMPLOYED, NOT EMPLOYED$6,600
DAY, FREDERICKCHICAGO, ILSRAM CORPORATION, SENIOR MANAGEMENT$6,600
FINK, LAURENCENEW YORK, NYBLACKROCK, CEO$6,600

Their biggest PAC and party givers

All 25
CommitteeConnected organizationTotalGifts
SERCO INC. POLITICAL ACTION COMMITTEE (SERCO PAC)SERCO INC.$20,0004
PSYCHOLOGY PAC OF AMERICAN PSYCHOLOGICAL ASSOCIATION SERVICES INC.AMERICAN PSYCHOLOGICAL ASSOCIATION SERVICES INC. (APASI)$20,0004
BOOZ ALLEN HAMILTON INC. PAC (BOOZ ALLEN PAC)$13,0006
USACS PACNONE$12,5003
CENCORA, INC. PACCENCORA, INC.$12,5004
ANHEUSER-BUSCH COMPANIES LLC POLITICAL ACTION COMMITTEEANHEUSER-BUSCH COMPANIES INC.$12,5003
PARSONS CORPORATION POLITICAL ACTION COMMITTEEPARSONS CORPORATION$12,0007
MICROSOFT CORPORATION STAKEHOLDERS VOLUNTARY PAC - MSVPACMICROSOFT CORPORATION$11,0003
WINE AND SPIRITS WHOLESALERS OF AMERICA, INC. POLITICAL ACTION COMMITTEEWINE & SPIRITS WHOLESALERS OF AMERICA$10,0002
WESTROCK POLITICAL ACTION COMMITTEEWESTROCK COMPANY$10,0004
VISA, INC. POLITICAL ACTION COMMITTEEVISA INC$10,0003
VICTORY NOW PACVAN HOLLEN$10,0003
VELVET HAMMER PAC$10,0002
UNION PACIFIC CORP. FUND FOR EFFECTIVE GOVERNMENTUNION PACIFIC CORP.$10,0002
U.S. ANESTHESIA PARTNERS, INC. PAC D/B/A/ USAP PACU.S. ANESTHESIA PARTNERS, INC.$10,0002
TURQUOISE PAC$10,0002
TREASURE STATE PACTESTER$10,0002
THE REAL ESTATE ROUNDTABLE POLITICAL ACTION COMMITTEE (REALPAC)THE REAL ESTATE ROUNDTABLE$10,0002
THE BOEING COMPANY POLITICAL ACTION COMMITTEETHE BOEING COMPANY$10,0005
SMART SOLUTIONS PAC$10,0002
SEIU COPE (SERVICE EMPLOYEES INTERNATIONAL UNION COMMITTEE ON POLITICAL EDUCATION)SERVICE EMPLOYEES INTERNATIONAL UNION$10,0002
SEAFARERS POLITICAL ACTIVITY DONATION - SEAFARERS INTERNATIONAL UNION OF NA-AGLIWSEAFARERS INTERNATIONAL UNION OF NA-AGLIW$10,0003
REV UP PAC$10,0002
PURPOSE PAC$10,0002
PRAIRIE POLITICAL ACTION COMMITTEEDURBIN$10,0002

Outside spending for and against them

All of it
$116K

Who spent it

WORKING FAMILIES PARTY PAC
$69K
CLIMATE EMERGENCY ADVOCATES
$15K
RURAL GROUNDGAME 3X
$15K
CARE ACTION
$11K
SEIU COPE (SERVICE EMPLOYEES INTERNATIONAL UNION COMMITTEE ON POLITICAL EDUCATION)
$4,240
BRADY PAC
$999
INDIVISIBLE PROJECT INC.
$530
VOTEVETS
$223
DEMOCRATIC ASIAN AMERICANS OF VIRGINIA
$140
MOVEON.ORG POLITICAL ACTION
$100
GIVEGREEN UNITED ACTION
$94
SIERRA CLUB INDEPENDENT ACTION
$10
See the data
SpenderFor or againstTotalReports
WORKING FAMILIES PARTY PACfor$69,1013
CLIMATE EMERGENCY ADVOCATESfor$14,94612
RURAL GROUNDGAME 3Xfor$14,71214
CARE ACTIONfor$10,6001
SEIU COPE (SERVICE EMPLOYEES INTERNATIONAL UNION COMMITTEE ON POLITICAL EDUCATION)for$4,2404
BRADY PACfor$9991
INDIVISIBLE PROJECT INC.for$5301
VOTEVETSfor$2231
DEMOCRATIC ASIAN AMERICANS OF VIRGINIAfor$1401
MOVEON.ORG POLITICAL ACTIONfor$1004
GIVEGREEN UNITED ACTIONfor$943
SIERRA CLUB INDEPENDENT ACTIONfor$101

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
K&L GATES, LLP$105,40038Mar 8, 2022Jun 19, 2026
THE ROOSEVELT GROUP$72,51036Jan 25, 2021Jun 16, 2026
AKIN GUMP STRAUSS HAUER & FELD$61,06035Apr 20, 2021Jan 18, 2026
PFIZER INC.$60,00017Jul 26, 2021Feb 17, 2026
VISA INC.$55,0008Jul 19, 2022Mar 28, 2025
ALTRIA CLIENT SERVICES LLC$53,50019Jan 28, 2021May 21, 2026
BOEING COMPANY$49,15036Dec 8, 2021Sep 25, 2025
BROWNSTEIN HYATT FARBER SCHRECK, LLP$48,55047Jun 21, 2021Oct 21, 2025
HOLLAND & KNIGHT LLP$45,00021Sep 28, 2021Dec 16, 2025
DOMINION ENERGY, INC.$43,50017Jun 23, 2021Apr 18, 2025
GENERAL DYNAMICS CORP$42,00016Oct 14, 2021May 4, 2026
HUNTINGTON INGALLS INDUSTRIES INCORPORATED$41,50014Mar 18, 2021May 27, 2026
LEIDOS, INC.$41,05018Jul 6, 2021Mar 18, 2026
ELI LILLY AND COMPANY$41,00013Oct 8, 2021Feb 16, 2026
BAKER DONELSON BEARMAN CALDWELL & BERKOWITZ$40,40023May 16, 2022Apr 30, 2024
HONEYWELL INTERNATIONAL$40,00011May 19, 2021Jun 26, 2026
DELOITTE LLP$40,0008May 31, 2021Feb 1, 2026
RED+BLUE STRATEGIES$38,8008Oct 15, 2021Feb 19, 2026
MERCK & CO, INC.$38,5009Sep 19, 2021Mar 4, 2026
LOCKHEED MARTIN CORPORATION$38,50017Jul 1, 2021Jun 1, 2026
AMAZON.COM SERVICES LLC$37,80016Nov 30, 2021Jun 15, 2026
GENERAL ATOMICS$36,10012May 24, 2021May 29, 2026
MORTGAGE BANKERS ASSOCIATION$35,0008Jun 23, 2021May 30, 2025
CSX CORPORATION$35,0007Sep 24, 2021May 19, 2026
GREENBERG TRAURIG, LLP$34,70014Jan 26, 2021Apr 13, 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 LabornayNomination Confirmed
Sep 30, 2026On the Cloture MotionPN1129 Keith Sonderling, of Florida, to be Secretary of LabornayCloture 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, incnayCloture 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, anayCloture 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.yeaMotion 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 CentyeaMotion 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 amonayBill Passed
Sep 28, 2026On the AmendmentS. 4668 To establish certain standards with respect to coaches of varsity sports teams.yeaAmendment Rejected
Sep 28, 2026On the AmendmentS. 4668 To increase the limitation on funding for post-eligibility insurance and catastrophic injury for student athletes.yeaAmendment Rejected
Sep 28, 2026On the AmendmentS. 4668 To limit price increases for college athletics tickets.nayagainst partyAmendment 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 ForcesyeaConcurrent 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 amonayCloture Motion Agreed to
Sep 24, 2026On the AmendmentS. 4668 In the nature of a substitute.nayAmendment Agreed to
Sep 23, 2026On the NominationPN9991 Angela Veronica Colmenero, of Texas, to be United States District Judge for the Southern District of TexasnayNomination Confirmed
Sep 22, 2026On the Cloture MotionS. 4668 In the nature of a substitute.nayCloture 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 TexasnayCloture Motion Agreed to
Sep 17, 2026On the NominationPN9994 Kasdin Miller Mitchell, of Texas, to be United States District Judge for the Northern District of TexasnayNomination Confirmed
Sep 17, 2026On the Cloture MotionPN9994 Kasdin Miller Mitchell, of Texas, to be United States District Judge for the Northern District of TexasnayCloture 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 amonayMotion 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 amonayCloture 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 CommodinayCloture 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 OhionayNomination Confirmed
Sep 14, 2026On the Cloture MotionPN10933 Matthew R. Byrne, of Ohio, to be United States District Judge for the Southern District of OhionayCloture 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.nayCloture on the Motion to Proceed Rejected
Aug 8, 2026On the NominationPN1078 Todd Blanche, of Florida, to be Attorney GeneralnayNomination Confirmed
Aug 8, 2026On the Cloture MotionPN1078 Todd Blanche, of Florida, to be Attorney GeneralnayCloture 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.nayBill Passed
Aug 8, 2026On the Motion to TableH.R. 6500 To strike section 2019.yeaMotion to Table Agreed to
Aug 7, 2026On the Cloture MotionH.R. 6500 In the nature of a substitute.nayCloture 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 ofnayNomination 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 evasioyeaAmendment 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 EnviyeaMotion 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 ofnayCloture Motion Agreed to
Aug 5, 2026On the NominationPN932 Erica Schwartz, of Florida, to be Director of the Centers for Disease Control and Preventionyeaagainst partyNomination Confirmed
Aug 5, 2026On the Cloture MotionPN932 Erica Schwartz, of Florida, to be Director of the Centers for Disease Control and Preventionyeaagainst partyCloture 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 OpportunnayCloture 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.nayResolution 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 yeaMotion 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 DepayeaMotion 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.nayCloture 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 IntelligencenayNomination Confirmed
Jul 27, 2026On the Cloture MotionPN1092 Walter Clayton, of New York, to be Director of National IntelligencenayCloture Motion Agreed to
Jul 23, 2026On the NominationPN9995 Antonio M. Pozos, of Pennsylvania, to be United States District Judge for the Eastern District of PennsylvanianayNomination Confirmed
Jul 23, 2026On the NominationPN9996 Daniel Mack Traynor, of North Dakota, to be United States Circuit Judge for the Eighth CircuitnayNomination 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 yeaMotion to Discharge Rejected
Jul 22, 2026On the Cloture MotionPN9996 Daniel Mack Traynor, of North Dakota, to be United States Circuit Judge for the Eighth CircuitnayCloture 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 PennsylvanianayCloture Motion Agreed to
Jul 22, 2026On the NominationPN9993 Michael C. Martin, of Michigan, to be United States District Judge for the Eastern District of Michiganyeaagainst partyNomination Confirmed
Jul 22, 2026On the Cloture MotionPN9993 Michael C. Martin, of Michigan, to be United States District Judge for the Eastern District of Michiganyeaagainst partyCloture Motion Agreed to
Jul 22, 2026On the NominationPN9381 Benjamin M. Flowers, of Ohio, to be United States Circuit Judge for the Sixth CircuitnayNomination Confirmed
Jul 21, 2026On the NominationPN8518 Kara Marie Westercamp, of Virginia, to be a Judge of the United States Court of International TradenayNomination Confirmed
Jul 20, 2026On the Cloture MotionPN9381 Benjamin M. Flowers, of Ohio, to be United States Circuit Judge for the Sixth CircuitnayCloture 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 CentyeaMotion 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 TradenayCloture Motion Agreed to
Jul 15, 2026On the NominationPN9304 Jeffrey T. Kuntz, of Florida, to be United States District Judge for the Southern District of FloridanayNomination Confirmed
Jul 15, 2026On the Cloture MotionPN9304 Jeffrey T. Kuntz, of Florida, to be United States District Judge for the Southern District of FloridanayCloture 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 construnayCloture 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 CircuitnayNomination Confirmed
Jul 13, 2026On the NominationPN9303 Arthur Roberts Jones, of Texas, to be United States District Judge for the Southern District of TexasnayNomination 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 yeaMotion to Proceed Rejected
Jun 24, 2026On the Cloture MotionPN9382 Matthew A. Schwartz, of New York, to be United States Circuit Judge for the Second CircuitnayCloture 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 DepayeaMotion 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 TexasnayCloture Motion Agreed to
Jun 24, 2026On the NominationPN9302 Michael J. Hendershot, of Ohio, to be United States District Judge for the Northern District of OhionayNomination Confirmed
Jun 24, 2026On the Cloture MotionPN9302 Michael J. Hendershot, of Ohio, to be United States District Judge for the Northern District of OhionayCloture 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 TexasnayNomination Confirmed
Jun 24, 2026On the Cloture MotionPN9307 John George Edward Marck, of Texas, to be United States District Judge for the Southern District of TexasnayCloture 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 ForcesyeaConcurrent 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 Ambasyeaagainst partyNomination 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 DevelopmentnayNomination 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.yeaMotion 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 Developmentyeaagainst partyCloture Motion Agreed to
Jun 17, 2026On the NominationPN9018 Michelle Steel, of California, to be Ambassador to the Republic of Koreayeaagainst partyNomination Confirmed
Jun 17, 2026On the Cloture MotionPN9018 Michelle Steel, of California, to be Ambassador to the Republic of Koreayeaagainst partyCloture 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 yeaMotion 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 ExecyeaMotion to Proceed Rejected
Jun 15, 2026On the NominationPN8517 Justin D. Smith, of Missouri, to be United States Circuit Judge for the Eighth CircuitnayNomination Confirmed
Jun 11, 2026On the Cloture MotionPN8517 Justin D. Smith, of Missouri, to be United States Circuit Judge for the Eighth CircuitnayCloture Motion Agreed to
Jun 11, 2026On the NominationPN9014 Brock Dahl, of Maryland, to be Legal Adviser of the Department of StatenayNomination Confirmed
Jun 10, 2026On the Cloture MotionPN9014 Brock Dahl, of Maryland, to be Legal Adviser of the Department of StatenayCloture Motion Agreed to
Jun 10, 2026On the NominationPN8515 Anthony J. Powell, of Kansas, to be United States District Judge for the District of KansasnayNomination Confirmed
Jun 10, 2026On the Cloture MotionPN8515 Anthony J. Powell, of Kansas, to be United States District Judge for the District of KansasnayCloture Motion Agreed to
Jun 9, 2026On the NominationPN8514 Anthony W. Mattivi, of Kansas, to be United States District Judge for the District of KansasnayNomination Confirmed
Jun 8, 2026On the Cloture MotionPN8514 Anthony W. Mattivi, of Kansas, to be United States District Judge for the District of KansasnayCloture 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 UnitednayMotion 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.nayBill 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.yeaMotion Rejected
Jun 5, 2026On the MotionS. 2 To prohibit the use of funds to provide payments to certain individuals.yeaMotion Rejected
Jun 5, 2026On the AmendmentS. 2 To appropriate amounts for local law enforcement hiring programs.yeaAmendment 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 UnyeaMotion 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 enforyeaMotion Rejected
Jun 5, 2026On the AmendmentS. 2 To make appropriations for transparency and accountability.yeaAmendment Rejected
Jun 5, 2026On the AmendmentS. 2 To make funds available for the timely adjudication of DACA renewal applications.yeaAmendment Rejected
Jun 5, 2026On the AmendmentS. 2 To rescind unobligated balances under the One Big Beautiful Bill Act.yeaAmendment Rejected
Jun 5, 2026On the AmendmentS. 2 To transfer amounts for youth mentoring programs of the Department of Justice.yeaAmendment Rejected
Jun 5, 2026On the MotionS. 2 An original bill to provide for reconciliation pursuant to title II of S. Con. Res. 33.yeaMotion 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 ryeaMotion 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.nayMotion Rejected
Jun 4, 2026On the MotionS. 2 To support the work performed by the Immigration Detention Ombudsman.yeaMotion 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.yeaMotion Rejected
Jun 4, 2026On the MotionS. 2 To place reasonable limits on contributions to Super PACs which make independent expenditures.yeaMotion Rejected
Jun 4, 2026On the MotionS. 2 An original bill to provide for reconciliation pursuant to title II of S. Con. Res. 33.yeaMotion Rejected
Jun 4, 2026On the MotionS. 2 To make appropriations for the conduct of inspections of the Delaney Hall Detention Facility.yeaMotion Rejected
Jun 4, 2026On the MotionS. 2 To prohibit the distribution of Federal funds to individuals convicted of certain crimes.yeaMotion 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 fnayMotion 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 oyeaMotion Rejected
Jun 4, 2026On the MotionS. 2 To help build 7,000,000 new homes.yeaMotion Rejected
Jun 4, 2026On the MotionS. 2 An original bill to provide for reconciliation pursuant to title II of S. Con. Res. 33.yeaMotion Rejected
Jun 4, 2026On the MotionS. 2 To provide funding for the HOME Investment Partnerships program.yeaMotion 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.yeaMotion 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.yeaMotion 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.nayMotion 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 EnviyeaMotion to Proceed Rejected
Jun 2, 2026On the NominationPN8512 Jeffrey M. Kuhlman, of Kansas, to be United States District Judge for the District of KansasnayNomination Confirmed
Jun 2, 2026On the Cloture MotionPN8512 Jeffrey M. Kuhlman, of Kansas, to be United States District Judge for the District of KansasnayCloture Motion Agreed to
Jun 2, 2026On the NominationPN8513 Kathleen S. Lane, of Montana, to be United States District Judge for the District of MontananayNomination Confirmed
Jun 1, 2026On the Cloture MotionPN8513 Kathleen S. Lane, of Montana, to be United States District Judge for the District of MontananayCloture 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 yearsnayNomination 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 yeaMotion 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 yearsnayCloture 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 CarolinanayNomination Confirmed
May 19, 2026On the Cloture MotionPN8511 Sheria Akins Clarke, of South Carolina, to be United States District Judge for the District of South CarolinanayCloture 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 YnayNomination 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 CaronayCloture 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 BureyeaMotion 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 oyeaMotion 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 BureyeaMotion 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 yearsnayNomination 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 yeaMotion 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 yearsnayCloture 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 1nayNomination 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 1nayCloture 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.nayResolution 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 yeaMotion 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.nayCloture 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. CityeaMotion 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 EnviyeaMotion to Proceed Rejected
Apr 29, 2026On the NominationPN73014 Robert Cekada, of Florida, to be Director, Bureau of Alcohol, Tobacco, Firearms, and Explosivesyeaagainst partyNomination 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 notnayPoint 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.nayMotion to Proceed Agreed to

What they sponsor bills about

119th Congress: 111 sponsored, 1 became law · 118th Congress: 70 sponsored, 0 became law · 117th Congress: 51 sponsored, 2 became law

International Affairs
74
Health
34
Education
20
Public Lands and Natural Resources
16
Labor and Employment
15
Armed Forces and National Security
14
Taxation
11
Government Operations and Politics
7
Their bills
BillLatest action
S. 3373Public Law 117-168 Honoring our PACT Act of 2022Aug 10, 2022 Became Public Law No: 117-168.
S. 610Public Law 117-71 Protecting Medicare and American Farmers from Sequester Cuts ActDec 10, 2021 Became Public Law No: 117-71.
S. 5657 SOS Campus ActSep 30, 2026 Read twice and referred to the Committee on Health, Education, Labor, and Pensions.
S. 5660 SUCCESS Act of 2026Sep 30, 2026 Read twice and referred to the Committee on Health, Education, Labor, and Pensions.
S. 5540 PREP Act of 2026Sep 24, 2026 Read twice and referred to the Committee on Health, Education, Labor, and Pensions.
S. 5480 School Infrastructure Modernization Act of 2026Sep 23, 2026 Read twice and referred to the Committee on Finance. (Sponsor introductory remarks on measure: CR S4935)
S.Res. 873 A resolution requesting information on the Republic of Moldova's human rights practices pursuant to section 502B(c) of tSep 23, 2026 Referred to the Committee on Foreign Relations. (text: CR S4936)
S.Res. 874 A resolution requesting information on the Republic of Paraguay's human rights practices pursuant to section 502B(c) of Sep 23, 2026 Referred to the Committee on Foreign Relations. (text: CR S4936-4937)
S.Res. 875 A resolution requesting information on the Federation of Saint Kitts and Nevis's human rights practices pursuant to sectSep 23, 2026 Referred to the Committee on Foreign Relations. (text: CR S4937-4938)
S.Res. 876 A resolution requesting information on the Republic of Sierra Leone's human rights practices pursuant to section 502B(c)Sep 23, 2026 Referred to the Committee on Foreign Relations. (text: CR S4938)
S.Res. 877 A resolution requesting information on the Republic of Uganda's human rights practices pursuant to section 502B(c) of thSep 23, 2026 Referred to the Committee on Foreign Relations. (text: CR S4939)
S.Res. 878 A resolution requesting information on the Republic of El Salvador's human rights practices pursuant to section 502B(c) Sep 23, 2026 Referred to the Committee on Foreign Relations. (text: CR S4939-4940)
S.Res. 879 A resolution requesting information on the Republic of Ecuador's human rights practices pursuant to section 502B(c) of tSep 23, 2026 Referred to the Committee on Foreign Relations. (text: CR S4940-4941)
S.Res. 880 A resolution requesting information on the Commonwealth of Dominica's human rights practices pursuant to section 502B(c)Sep 23, 2026 Referred to the Committee on Foreign Relations. (text: CR S4941)
S.Res. 881 A resolution requesting information on the Democratic Republic of the Congo's human rights practices pursuant to sectionSep 23, 2026 Referred to the Committee on Foreign Relations. (text: CR S4941-4942)
S.Res. 882 A resolution requesting information on the Central African Republic's human rights practices pursuant to section 502B(c)Sep 23, 2026 Referred to the Committee on Foreign Relations. (text: CR S4942-4943)
S.Res. 883 A resolution requesting information on the Republic of Burundi's human rights practices pursuant to section 502B(c) of tSep 23, 2026 Referred to the Committee on Foreign Relations. (text: CR S4943-4944)
S.Res. 884 A resolution requesting information on Belize's human rights practices pursuant to section 502B(c) of the Foreign AssistSep 23, 2026 Referred to the Committee on Foreign Relations. (text: CR S4944)
S.Res. 885 A resolution requesting information on the Republic of Guinea-Bissau's human rights practices pursuant to section 502B(cSep 23, 2026 Referred to the Committee on Foreign Relations. (text: CR S4945)
S.Res. 886 A resolution requesting information on the Republic of Liberia's human rights practices pursuant to section 502B(c) of tSep 23, 2026 Referred to the Committee on Foreign Relations. (text: CR S4945-4946)
S.Res. 887 A resolution requesting information on the Republic of Palau's human rights practices pursuant to section 502B(c) of theSep 23, 2026 Referred to the Committee on Foreign Relations. (text: CR S4946-4947)
S. 5449 Mothers and Newborns Success ActSep 22, 2026 Read twice and referred to the Committee on Health, Education, Labor, and Pensions.
S.J.Res. 215 A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Sultanate Sep 16, 2026 Read twice and referred to the Committee on Foreign Relations.
S. 5387 DCA Air Safety ActSep 14, 2026 Read twice and referred to the Committee on Commerce, Science, and Transportation.
S. 5391 Robert C. Byrd Mine Safety Protection Act of 2026Sep 14, 2026 Read twice and referred to the Committee on Health, Education, Labor, and Pensions.
CongressSponsoredBecame lawCosponsored
119th1111523
118th700484
117th512415

5 former staff now lobbying

NICHOLAS WIDMYER
NATIONAL ASSOCIATION OF COMMUNITY HEALTH CENTERS
1 client
ANNA PRZEBINDA
BIPARTISAN POLICY CENTER ACTION
1 client
ELIZABETH AHRENS
IMPULSE SPACE, INC.
1 client
RYAN COLVERT
LEIDOS, INC.
1 client
RYAN COLVERT
BWX TECHNOLOGIES, INC.
1 client
See the data
LobbyistFormer position, as they list itFirmsClientsYears
NICHOLAS WIDMYERSr. Policy Advisor - Rep. Abigail Spanberger; Legislative Correspondent - Sen. Tim KaineNATIONAL ASSOCIATION OF COMMUNITY HEALTH CENTERS12023–2026
ANNA PRZEBINDAlegislative correspondent, Senator Tim KaineBIPARTISAN POLICY CENTER ACTION12024–2026
ELIZABETH AHRENSScheduler for Rep. Lucy McBath, Jan 2019 - Aug 2019 Special Assistant to the Chief of Staff, Sen Bill Nelson, Jul 2017 - Dec 2018 Intern, Sen Tim Kaine, Jun 2017 - Jul 2017IMPULSE SPACE, INC.12025
RYAN COLVERTSenior Defense Policy Advisor, Sen. Kaine (Mar 2015 - May 2022)LEIDOS, INC.12024
RYAN COLVERTSenior Defense Policy Advisor to Senator Tim KaineBWX TECHNOLOGIES, INC.12022–2023

Subcommittees

Holdings and trades

−$175K – $2.6Mnet worth, 2025 report
394trades on their reports
3 of 3trades reported after 45 days
615 daystypical time to report a trade
1reports filed on paper
1filing 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$10M201520172019202120232025

Largest holdings, 2025 report

PTTPX - PIMCO Total Return Fund - I-2
Mutual Funds · Self · in IRA managed by Morgan Stanley
$100K+
Virginia Retirement System
Retirement Plans · Spouse
$100K+
QQQ - Invesco QQQ Trust, Series 1
Mutual Funds · Joint · in Morgan Stanley Brokerage Account
$100K+
SPY - SPDR S&P 500
Mutual Funds · Joint · in Morgan Stanley Brokerage Account
$100K+
PONPX - PIMCO Income Fund Class I-2
Mutual Funds · Self · in IRA managed by Morgan Stanley
$50K+
IWF - iShares Russell 1000 Growth ETF
Mutual Funds · Self · in IRA managed by Morgan Stanley
$50K+
IWD - iShares Russell 1000 Value ETF
Mutual Funds · Self · in IRA managed by Morgan Stanley
$50K+
SGIIX - First Eagle Global Fund Class I
Mutual Funds · Joint · in Morgan Stanley Brokerage Account
$50K+
PONPX - Pimco Income Fund Class I-2
Mutual Funds · Joint · in Morgan Stanley Brokerage Account
$50K+
TSIIX - Thornburg Strategic Income Fund Class I Shs
Mutual Funds · Joint · in Morgan Stanley Brokerage Account
$50K+
IEMG - iShares Core MSCI Emerging Markets ETF
Mutual Funds · Spouse · in IRA Managed by Morgan Stanley
$15K+
IVV - iShares Core S&P 500 ETF
Mutual Funds · Spouse · in IRA Managed by Morgan Stanley
$15K+
Their 25 largest holdings, as a table
AssetKindOwnerValueIncome
PTTPX - PIMCO Total Return Fund - I-2 in IRA managed by Morgan StanleyMutual FundsSelf$100K – $250KExcepted Investment Fund: $100K – $1.0M
Virginia Retirement SystemRetirement PlansSpouse$100K – $250KNone: $0 – $200
QQQ - Invesco QQQ Trust, Series 1 in Morgan Stanley Brokerage AccountMutual FundsJoint$100K – $250KExcepted Investment Fund: $201 – $1,000
SPY - SPDR S&P 500 in Morgan Stanley Brokerage AccountMutual FundsJoint$100K – $250KExcepted Investment Fund: $1,001 – $2,500
PONPX - PIMCO Income Fund Class I-2 in IRA managed by Morgan StanleyMutual FundsSelf$50K – $100KExcepted Investment Fund: $0 – $200
IWF - iShares Russell 1000 Growth ETF in IRA managed by Morgan StanleyMutual FundsSelf$50K – $100KExcepted Investment Fund: $0 – $200
IWD - iShares Russell 1000 Value ETF in IRA managed by Morgan StanleyMutual FundsSelf$50K – $100KExcepted Investment Fund: $0 – $200
SGIIX - First Eagle Global Fund Class I in Morgan Stanley Brokerage AccountMutual FundsJoint$50K – $100KExcepted Investment Fund: $2,501 – $5,000
PONPX - Pimco Income Fund Class I-2 in Morgan Stanley Brokerage AccountMutual FundsJoint$50K – $100KExcepted Investment Fund: $5,001 – $15K
TSIIX - Thornburg Strategic Income Fund Class I Shs in Morgan Stanley Brokerage AccountMutual FundsJoint$50K – $100KExcepted Investment Fund: $5,001 – $15K
IEMG - iShares Core MSCI Emerging Markets ETF in IRA Managed by Morgan StanleyMutual FundsSpouse$15K – $50KExcepted Investment Fund: $0 – $200
IVV - iShares Core S&P 500 ETF in IRA Managed by Morgan StanleyMutual FundsSpouse$15K – $50KExcepted Investment Fund: $0 – $200
IUSB - iShares Core Total USD Bond Market ETF in IRA Managed by Morgan StanleyMutual FundsSpouse$15K – $50KExcepted Investment Fund: $0 – $200
EFV - iShares MSCI EAFE Value ETF in IRA Managed by Morgan StanleyMutual FundsSpouse$15K – $50KExcepted Investment Fund: $0 – $200
OEF - iShares S&P 100 ETF in IRA Managed by Morgan StanleyMutual FundsSpouse$15K – $50KExcepted Investment Fund: $0 – $200
IVW - iShares S&P 500 Growth ETF in IRA Managed by Morgan StanleyMutual FundsSpouse$15K – $50KExcepted Investment Fund: $0 – $200
IVE - iShares S&P 500 Value ETF in IRA Managed by Morgan StanleyMutual FundsSpouse$15K – $50KExcepted Investment Fund: $0 – $200
DYNF - iShares U.S. Equity Factor Rotation Active ETF in IRA Managed by Morgan StanleyMutual FundsSpouse$15K – $50KExcepted Investment Fund: $0 – $200
SDY - SPDR S&P Dividend ETF in IRA managed by Morgan StanleyMutual FundsSelf$15K – $50KExcepted Investment Fund: $0 – $200
PFBPX - PIMCO Foreign Bond (USD-Hedged) P in IRA managed by Morgan StanleyMutual FundsSelf$15K – $50KExcepted Investment Fund: $0 – $200
RSP - Invesco S&P 500 Equal Weight ETF in IRA managed by Morgan StanleyMutual FundsSelf$15K – $50KExcepted Investment Fund: $0 – $200
RPV - Invesco S&P 500 Pure Value ETF in IRA managed by Morgan StanleyMutual FundsSelf$15K – $50KExcepted Investment Fund: $0 – $200
USMV - iShares MSCI USA Min Vol Factor ETF in IRA managed by Morgan StanleyMutual FundsSelf$15K – $50KExcepted Investment Fund: $0 – $200
MTUM - iShares MSCI USA Momentum Factor ETF in IRA managed by Morgan StanleyMutual FundsSelf$15K – $50KExcepted Investment Fund: $0 – $200
QUAL - iShares MSCI USA Quality Factor ETF in IRA managed by Morgan StanleyMutual FundsSelf$15K – $50KExcepted Investment Fund: $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
2016201720182019202020212022202320242025

What they trade most

First Eagle Global Fund Class I (SGIIX)
2015–2025 · $174K – $610K
20 trades
Pimco Income Fund Class I-2 (PONPX)
2018–2025 · $278K – $820K
19 trades
Fidelity Freedom 2025 Fund - Class K (FSNPX)
2023–2025 · $116K – $490K
17 trades
PIMCO Foreign Bond (USD-Hedged) P (PFBPX)
2016–2025 · $218K – $620K
15 trades
Vanguard Wellesley Income Fund Investor Shares (VWINX)
2014–2025 · $92K – $380K
15 trades
T. Rowe Price Health Sciences Fund Inc. (PRHSX)
2020–2025 · $119K – $435K
14 trades
Franklin Mutual Global Discovery Fund Class Z (MDISX)
2014–2020 · $41K – $265K
13 trades
FID Freedom 2025 K
2020–2020 · $27K – $230K
13 trades
Invesco QQQ Trust
2016–2025 · $194K – $610K
11 trades
Vanguard Mid-Cap ETF (VO)
2015–2025 · $185K – $475K
10 trades
Their latest 300 of 394 trades
DateAssetTradeOwnerAmountDays to report
2025-12-31PIMCO Total Return Fund - I-2 Sale (Partial)Self$1,001 – $15Kannual
2025-12-31PIMCO Investment Grade Credit Bond Fund - I-2 Sale (Partial)Self$1,001 – $15Kannual
2025-12-31PIMCO International Bond Fund (U.S. Dollar-Hedged) - I-2 PurchaseSelf$1,001 – $15Kannual
2025-12-17The Hartford Balanced Income Fund - Class I PurchaseJoint$1,001 – $15Kannual
2025-12-09The Technology Select Sector SPDR Fund Sale (Full)Spouse$1,001 – $15Kannual
2025-12-08iShares A.I. Innovation and Tech Active ETF PurchaseSpouse$1,001 – $15Kannual
2025-12-08iShares U.S. Aerospace & Defense ETF PurchaseSpouse$1,001 – $15Kannual
2025-12-08iShares U.S. Thematic Rotation Active ETF PurchaseSpouse$1,001 – $15Kannual
2025-12-08iShares U.S. Equity Factor Rotation Active ETF PurchaseSpouse$15K – $50Kannual
2025-12-08iShares S&P 500 Value ETF PurchaseSpouse$15K – $50Kannual
2025-12-08iShares S&P 500 Growth ETF PurchaseSpouse$15K – $50Kannual
2025-12-08iShares S&P 100 ETF PurchaseSpouse$15K – $50Kannual
2025-12-08iShares MSCI EAFE Value ETF PurchaseSpouse$15K – $50Kannual
2025-12-08iShares MBS ETF PurchaseSpouse$1,001 – $15Kannual
2025-12-08iShares Core International Aggregate Bond ETF PurchaseSpouse$1,001 – $15Kannual
2025-12-08iShares Gold Trust Shares PurchaseSpouse$1,001 – $15Kannual
2025-12-08iShares Flexible Income Active ETF PurchaseSpouse$1,001 – $15Kannual
2025-12-08iShares MSCI USA Quality Factor ETF PurchaseSpouse$1,001 – $15Kannual
2025-12-08iShares MSCI USA Momentum Factor ETF PurchaseSpouse$1,001 – $15Kannual
2025-12-08iShares Core Total USD Bond Market ETF PurchaseSpouse$15K – $50Kannual
2025-12-08iShares Core S&P 500 ETF PurchaseSpouse$15K – $50Kannual
2025-12-08iShares Core MSCI Emerging Markets ETF PurchaseSpouse$15K – $50Kannual
2025-12-08iShares 10-20 Year Treasury Bond ETF PurchaseSpouse$1,001 – $15Kannual
2025-12-08iShares Russell 1000 Value ETF Sale (Full)Spouse$1,001 – $15Kannual
2025-12-08iShares Russell 1000 Growth ETF Sale (Full)Spouse$1,001 – $15Kannual
2025-12-04Thornburg Strategic Income Fund - Thornburg Strategic Income Fund - Class I Sale (Partial)Joint$15K – $50Kannual
2025-12-04First Eagle Global Fund - Class I PurchaseJoint$1,001 – $15Kannual
2025-12-04First Eagle Global Fund - Class I PurchaseJoint$1,001 – $15Kannual
2025-12-01SPDR(R) S&P(R) Dividend ETF PurchaseSelf$1,001 – $15Kannual
2025-12-01The Communication Services Select Sector SPDR Fund PurchaseSelf$1,001 – $15Kannual
2025-12-01The Technology Select Sector SPDR Fund PurchaseSelf$1,001 – $15Kannual
2025-12-01The Real Estate Select Sector SPDR Fund Sale (Partial)Self$1,001 – $15Kannual
2025-12-01The Materials Select Sector SPDR Fund Sale (Partial)Self$1,001 – $15Kannual
2025-12-01The Health Care Select Sector SPDR Fund Sale (Partial)Self$1,001 – $15Kannual
2025-12-01The Consumer Staples Select Sector SPDR Fund Sale (Partial)Self$1,001 – $15Kannual
2025-12-01JPMorgan Ultra-Short Income ETF Sale (Partial)Self$1,001 – $15Kannual
2025-12-01iShares Russell Mid-Cap Value ETF PurchaseSelf$1,001 – $15Kannual
2025-12-01iShares Russell 2000 Value ETF PurchaseSelf$1,001 – $15Kannual
2025-12-01iShares Russell 1000 Value ETF PurchaseSelf$1,001 – $15Kannual
2025-12-01iShares Russell 1000 Growth ETF PurchaseSelf$1,001 – $15Kannual
2025-12-01iShares MSCI USA Momentum Factor ETF Sale (Partial)Self$1,001 – $15Kannual
2025-12-01iShares MSCI USA Min Vol Factor ETF Sale (Partial)Self$1,001 – $15Kannual
2025-12-01Invesco S&P 500 Pure Value ETF PurchaseSelf$1,001 – $15Kannual
2025-12-01Invesco S&P 500 Pure Growth ETF Sale (Partial)Self$1,001 – $15Kannual
2025-12-01Invesco S&P 500 Equal Weight ETF Sale (Partial)Self$1,001 – $15Kannual
2025-11-25T-C Lifecycle 2020-Inst Sale (Full)Spouse$1,001 – $15Kannual
2025-11-17Fidelity Freedom 2025 Fund - Class K Sale (Full)Spouse$100K – $250Kannual
2025-11-17Target Date 2030 Portfolio Sale (Full)Spouse$1,001 – $15Kannual
2025-11-17Target Date 2030 Portfolio Sale (Full)Spouse$15K – $50Kannual
2025-10-16T. Rowe Price Health Sciences Fund, Inc. Sale (Full)Joint$15K – $50Kannual
2025-10-03PIMCO Total Return Fund - I-2 PurchaseSelf$1,001 – $15Kannual
2025-10-03PIMCO Mortgage Opportunities and Bond Fund - I-2 PurchaseSelf$1,001 – $15Kannual
2025-10-03PIMCO Income Fund - I-2 PurchaseSelf$1,001 – $15Kannual
2025-10-01SPDR(R) S&P(R) Dividend ETF PurchaseSelf$1,001 – $15Kannual
2025-10-01The Industrial Select Sector SPDR Fund PurchaseSelf$1,001 – $15Kannual
2025-10-01The Communication Services Select Sector SPDR Fund Sale (Partial)Self$1,001 – $15Kannual
2025-10-01The Utilities Select Sector SPDR Fund Sale (Partial)Self$1,001 – $15Kannual
2025-10-01The Technology Select Sector SPDR Fund Sale (Partial)Self$1,001 – $15Kannual
2025-10-01The Materials Select Sector SPDR Fund PurchaseSelf$1,001 – $15Kannual
2025-10-01The Health Care Select Sector SPDR Fund PurchaseSelf$1,001 – $15Kannual
2025-10-01The Consumer Discretionary Select Sector SPDR Fund Sale (Partial)Self$1,001 – $15Kannual
2025-10-01JPMorgan Ultra-Short Income ETF Sale (Partial)Self$1,001 – $15Kannual
2025-10-01iShares Russell Mid-Cap Value ETF PurchaseSelf$1,001 – $15Kannual
2025-10-01iShares Russell 2000 Value ETF PurchaseSelf$1,001 – $15Kannual
2025-10-01iShares Russell 2000 Growth ETF Sale (Partial)Self$1,001 – $15Kannual
2025-10-01iShares Russell 1000 Growth ETF Sale (Partial)Self$1,001 – $15Kannual
2025-10-01iShares MSCI USA Quality Factor ETF Sale (Partial)Self$1,001 – $15Kannual
2025-10-01iShares MSCI USA Momentum Factor ETF PurchaseSelf$1,001 – $15Kannual
2025-10-01iShares MSCI USA Min Vol Factor ETF Sale (Partial)Self$1,001 – $15Kannual
2025-10-01Invesco S&P 500 Pure Value ETF PurchaseSelf$1,001 – $15Kannual
2025-10-01Invesco S&P 500 Pure Growth ETF Sale (Partial)Self$1,001 – $15Kannual
2025-10-01Invesco S&P 500 Equal Weight ETF Sale (Partial)Self$1,001 – $15Kannual
2025-09-30PIMCO Emerging Markets Bond Fund - I-2 Sale (Full)Self$15K – $50Kannual
2025-09-30PIMCO Investment Grade Credit Bond Fund - I-2 PurchaseSelf$1,001 – $15Kannual
2025-09-30PIMCO International Bond Fund (U.S. Dollar-Hedged) - I-2 PurchaseSelf$1,001 – $15Kannual
2025-08-04PIMCO Total Return Fund - I-2 PurchaseSelf$1,001 – $15Kannual
2025-08-01The Communication Services Select Sector SPDR Fund Sale (Partial)Self$1,001 – $15Kannual
2025-08-01The Technology Select Sector SPDR Fund Sale (Partial)Self$1,001 – $15Kannual
2025-08-01The Real Estate Select Sector SPDR Fund PurchaseSelf$1,001 – $15Kannual
2025-08-01The Materials Select Sector SPDR Fund PurchaseSelf$1,001 – $15Kannual
2025-08-01The Financial Select Sector SPDR Fund PurchaseSelf$1,001 – $15Kannual
2025-08-01The Consumer Staples Select Sector SPDR Fund PurchaseSelf$1,001 – $15Kannual
2025-08-01The Consumer Discretionary Select Sector SPDR Fund Sale (Partial)Self$1,001 – $15Kannual
2025-08-01iShares Russell 2000 Growth ETF PurchaseSelf$1,001 – $15Kannual
2025-08-01iShares Russell 1000 Value ETF Sale (Partial)Self$1,001 – $15Kannual
2025-08-01iShares Russell 1000 Growth ETF Sale (Partial)Self$1,001 – $15Kannual
2025-08-01iShares MSCI USA Quality Factor ETF Sale (Partial)Self$1,001 – $15Kannual
2025-08-01iShares MSCI USA Momentum Factor ETF PurchaseSelf$1,001 – $15Kannual
2025-08-01iShares MSCI USA Min Vol Factor ETF PurchaseSelf$1,001 – $15Kannual
2025-08-01Invesco S&P 500 Pure Value ETF Sale (Partial)Self$1,001 – $15Kannual
2025-08-01Invesco S&P 500 Pure Growth ETF PurchaseSelf$1,001 – $15Kannual
2025-08-01Invesco S&P 500 Equal Weight ETF PurchaseSelf$1,001 – $15Kannual
2025-06-30PIMCO Mortgage Opportunities and Bond Fund - I-2 Sale (Partial)Self$1,001 – $15Kannual
2025-06-30PIMCO Income Fund - I-2 PurchaseSelf$1,001 – $15Kannual
2025-06-20Fidelity Freedom 2025 Fund - Class K PurchaseSpouse$1,001 – $15Kannual
2025-06-04Fidelity Freedom 2025 Fund - Class K PurchaseSpouse$1,001 – $15Kannual
2025-06-03PIMCO Total Return Fund - I-2 PurchaseSelf$1,001 – $15Kannual
2025-06-03PIMCO Mortgage Opportunities and Bond Fund - I-2 PurchaseSelf$1,001 – $15Kannual
2025-06-03PIMCO Income Fund - I-2 PurchaseSelf$1,001 – $15Kannual
2025-06-02SPDR(R) S&P(R) Dividend ETF Sale (Partial)Self$1,001 – $15Kannual
2025-06-02The Industrial Select Sector SPDR Fund Sale (Partial)Self$1,001 – $15Kannual
2025-06-02The Technology Select Sector SPDR Fund Sale (Partial)Self$1,001 – $15Kannual
2025-06-02The Health Care Select Sector SPDR Fund PurchaseSelf$1,001 – $15Kannual
2025-06-02The Energy Select Sector SPDR Fund Sale (Partial)Self$1,001 – $15Kannual
2025-06-02The Consumer Staples Select Sector SPDR Fund PurchaseSelf$1,001 – $15Kannual
2025-06-02iShares Russell 1000 Value ETF PurchaseSelf$1,001 – $15Kannual
2025-06-02iShares Russell 1000 Growth ETF Sale (Partial)Self$1,001 – $15Kannual
2025-06-02iShares MSCI USA Quality Factor ETF PurchaseSelf$1,001 – $15Kannual
2025-06-02iShares MSCI USA Momentum Factor ETF Sale (Partial)Self$1,001 – $15Kannual
2025-06-02iShares MSCI USA Min Vol Factor ETF PurchaseSelf$1,001 – $15Kannual
2025-06-02Invesco S&P 500 Pure Value ETF Sale (Partial)Self$1,001 – $15Kannual
2025-06-02Invesco S&P 500 Pure Growth ETF Sale (Partial)Self$1,001 – $15Kannual
2025-06-02Invesco Russell 1000(R) Dynamic Multifactor ETF Sale (Partial)Self$1,001 – $15Kannual
2025-05-21Fidelity Freedom 2025 Fund - Class K PurchaseSpouse$1,001 – $15Kannual
2025-05-09Fidelity Freedom 2025 Fund - Class K PurchaseSpouse$1,001 – $15Kannual
2025-05-01Fidelity Freedom 2025 Fund - Class K PurchaseSpouse$1,001 – $15Kannual
2025-04-21Fidelity Freedom 2025 Fund - Class K PurchaseSpouse$1,001 – $15Kannual
2025-04-15PIMCO Income Fund - I-2 Sale (Partial)Joint$15K – $50Kannual
2025-04-03The Technology Select Sector SPDR Fund PurchaseSelf$1,001 – $15Kannual
2025-04-03iShares Russell 1000 Growth ETF PurchaseSelf$1,001 – $15Kannual
2025-04-03Invesco S&P 500 Pure Growth ETF PurchaseSelf$1,001 – $15Kannual
2025-04-01The Technology Select Sector SPDR Fund PurchaseSelf$1,001 – $15Kannual
2025-04-01iShares Russell 1000 Value ETF PurchaseSelf$1,001 – $15Kannual
2025-04-01iShares Russell 1000 Growth ETF PurchaseSelf$1,001 – $15Kannual
2025-04-01iShares MSCI USA Momentum Factor ETF PurchaseSelf$1,001 – $15Kannual
2025-03-31Fidelity Freedom 2025 Fund - Class K PurchaseSpouse$1,001 – $15Kannual
2025-03-31PIMCO Real Return Fund - I-2 Sale (Full)Self$15K – $50Kannual
2025-03-31PIMCO Total Return Fund - I-2 Sale (Full)Self$15K – $50Kannual
2025-03-31PIMCO Total Return Fund - I-2 Sale (Partial)Self$1,001 – $15Kannual
2025-03-31PIMCO Mortgage Opportunities and Bond Fund - I-2 Sale (Partial)Self$1,001 – $15Kannual
2025-03-31PIMCO International Bond Fund (U.S. Dollar-Hedged) - I-2 PurchaseSelf$1,001 – $15Kannual
2025-03-18Fidelity Freedom 2025 Fund - Class K PurchaseSpouse$1,001 – $15Kannual
2025-03-04Fidelity Freedom 2025 Fund - Class K PurchaseSpouse$1,001 – $15Kannual
2025-02-20PIMCO Real Return Fund - I-2 PurchaseSelf$15K – $50Kannual
2025-02-20Invesco S&P 500 Pure Value ETF PurchaseSelf$15K – $50Kannual
2025-02-20PIMCO Emerging Markets Bond Fund - I-2 PurchaseSelf$15K – $50Kannual
2025-02-20PIMCO Total Return Fund - I-2 PurchaseSelf$15K – $50Kannual
2025-02-20PIMCO Total Return Fund - I-2 PurchaseSelf$100K – $250Kannual
2025-02-20PIMCO Mortgage Opportunities and Bond Fund - I-2 PurchaseSelf$15K – $50Kannual
2025-02-20PIMCO Investment Grade Credit Bond Fund - I-2 PurchaseSelf$15K – $50Kannual
2025-02-20Virtus KAR Small-Cap Growth Fund - Class I Sale (Full)Self$50K – $100Kannual
2025-02-20T. Rowe Price Health Sciences Fund, Inc. Sale (Full)Self$15K – $50Kannual
2025-02-20VANGUARD WELLESLEY INCOME FUND - Investor Shares Sale (Full)Self$50K – $100Kannual
2025-02-20PIMCO Income Fund - I-2 Sale (Partial)Self$15K – $50Kannual
2025-02-20PIMCO International Bond Fund (U.S. Dollar-Hedged) - I-2 Sale (Partial)Self$50K – $100Kannual
2025-02-20First Eagle Global Fund - Class I Sale (Full)Self$50K – $100Kannual
2025-02-20Vanguard Mid-Cap Index Fund - ETF Shares Sale (Full)Self$50K – $100Kannual
2025-02-20SPDR(R) S&P(R) Dividend ETF Sale (Partial)Self$50K – $100Kannual
2025-02-20Invesco QQQ Trust, Series 1 Sale (Full)Self$100K – $250Kannual
2025-02-20The Industrial Select Sector SPDR Fund PurchaseSelf$1,001 – $15Kannual
2025-02-20The Communication Services Select Sector SPDR Fund PurchaseSelf$1,001 – $15Kannual
2025-02-20The Communication Services Select Sector SPDR Fund PurchaseSelf$1,001 – $15Kannual
2025-02-20The Utilities Select Sector SPDR Fund PurchaseSelf$1,001 – $15Kannual
2025-02-20The Technology Select Sector SPDR Fund PurchaseSelf$15K – $50Kannual
2025-02-20The Real Estate Select Sector SPDR Fund PurchaseSelf$1,001 – $15Kannual
2025-02-20The Materials Select Sector SPDR Fund PurchaseSelf$1,001 – $15Kannual
2025-02-20The Health Care Select Sector SPDR Fund PurchaseSelf$1,001 – $15Kannual
2025-02-20The Financial Select Sector SPDR Fund PurchaseSelf$15K – $50Kannual
2025-02-20The Energy Select Sector SPDR Fund PurchaseSelf$1,001 – $15Kannual
2025-02-20The Consumer Staples Select Sector SPDR Fund PurchaseSelf$1,001 – $15Kannual
2025-02-20The Consumer Discretionary Select Sector SPDR Fund PurchaseSelf$1,001 – $15Kannual
2025-02-20JPMorgan Ultra-Short Income ETF PurchaseSelf$15K – $50Kannual
2025-02-20iShares Russell Mid-Cap Value ETF PurchaseSelf$1,001 – $15Kannual
2025-02-20iShares Russell Mid-Cap Growth ETF PurchaseSelf$1,001 – $15Kannual
2025-02-20iShares Russell 2000 Value ETF PurchaseSelf$15K – $50Kannual
2025-02-20iShares Russell 2000 Growth ETF PurchaseSelf$15K – $50Kannual
2025-02-20iShares Russell 1000 Value ETF PurchaseSelf$15K – $50Kannual
2025-02-20iShares Russell 1000 Growth ETF PurchaseSelf$50K – $100Kannual
2025-02-20iShares MSCI USA Quality Factor ETF PurchaseSelf$1,001 – $15Kannual
2025-02-20iShares MSCI USA Momentum Factor ETF PurchaseSelf$15K – $50Kannual
2025-02-20iShares MSCI USA Min Vol Factor ETF PurchaseSelf$1,001 – $15Kannual
2025-02-20Invesco S&P 500 Pure Growth ETF PurchaseSelf$15K – $50Kannual
2025-02-20Invesco S&P 500 Equal Weight ETF PurchaseSelf$15K – $50Kannual
2025-02-20Invesco Russell 1000(R) Dynamic Multifactor ETF PurchaseSelf$15K – $50Kannual
2025-02-19The Technology Select Sector SPDR Fund PurchaseSpouse$1,001 – $15Kannual
2025-02-19iShares Russell 1000 Value ETF PurchaseSpouse$1,001 – $15Kannual
2025-02-19iShares Russell 1000 Growth ETF PurchaseSpouse$1,001 – $15Kannual
2025-02-19First Eagle Global Fund - Class A Sale (Full)Spouse$1,001 – $15Kannual
2025-02-18Fidelity Freedom 2025 Fund - Class K PurchaseSpouse$1,001 – $15Kannual
2025-02-05Fidelity Freedom 2025 Fund - Class K PurchaseSpouse$1,001 – $15Kannual
2025-01-24Fidelity Freedom 2025 Fund - Class K PurchaseSpouse$1,001 – $15Kannual
2024-12-19Virtus Kar Small-Cap Growth Fund I PurchaseSelf$1,001 – $15Kannual
2024-12-19Vanguard Wellesley Income Fund PurchaseSelf$1,001 – $15Kannual
2024-12-17T. Rowe Price Health Sciences Fund Inc. PurchaseSelf$1,001 – $15Kannual
2024-12-17T. Rowe Price Health Sciences Fund Inc. PurchaseJoint$1,001 – $15Kannual
2024-12-16Pimco Income Fund Class I-2 Sale (Partial)Joint$15K – $50Kannual
2024-12-06First Eagle Global Fund Class I PurchaseSelf$1,001 – $15Kannual
2024-12-06First Eagle Global Fund Class I PurchaseJoint$1,001 – $15Kannual
2024-05-14Pimco Income Fund Class I-2 PurchaseJoint$15K – $50Kannual
2024-04-10Pimco Income Fund Class I-2 Sale (Partial)Joint$15K – $50Kannual
2023-12-21Virtus Kar Small-Cap Growth Fund I PurchaseSelf$1,001 – $15Kannual
2023-12-18T. Rowe Price Health Sciences Fund Inc. PurchaseSelf$1,001 – $15Kannual
2023-12-18Vanguard Wellesley Income Fund PurchaseSelf$1,001 – $15Kannual
2023-12-18T. Rowe Price Health Sciences Fund Inc. PurchaseJoint$1,001 – $15Kannual
2023-12-06First Eagle Global Fund Class I PurchaseSelf$1,001 – $15Kannual
2023-12-01Fidelity Freedom 2025 Fund Class K PurchaseSpouse$1,001 – $15Kannual
2023-10-31Invesco QQQ Trust, Series 1 PurchaseJoint$1,001 – $15Kannual
2023-10-31Vanguard Small-Cap ETF Sale (Full)Joint$15K – $50Kannual
2023-10-31Vanguard Mid-Cap ETF Sale (Partial)Joint$1,001 – $15Kannual
2023-10-31Hartford Balanced Income Fund Class I Sale (Partial)Joint$1,001 – $15Kannual
2023-10-31First Trust VL Dividend Sale (Full)Joint$15K – $50Kannual
2023-10-31Lord Abbett Inv Tr. Short Duration Income Fd Cl Sale (Full)Joint$15K – $50Kannual
2023-10-31Thornburg Strategic Income Fund Class I Shs PurchaseJoint$50K – $100Kannual
2023-10-31T. Rowe Price Health Sciences Fund Inc. PurchaseJoint$1,001 – $15Kannual
2023-10-31Pimco Income Fund Class I-2 PurchaseJoint$15K – $50Kannual
2023-10-31First Eagle Global Fund Class I PurchaseJoint$1,001 – $15Kannual
2023-10-31SPDR S&P 500 PurchaseJoint$50K – $100Kannual
2023-09-19iShares MBS ETF Sale (Full)Self$15K – $50Kannual
2023-09-19Pimco Income Fund Class I-2 PurchaseSelf$1,001 – $15Kannual
2023-09-19Invesco QQQ Trust, Series 1 PurchaseSelf$1,001 – $15Kannual
2023-09-19Pimco International Bond Fund [U.S. Dollar-Hedge PurchaseSelf$15K – $50Kannual
2023-09-01Fidelity Freedom 2025 Fund Class K PurchaseSpouse$1,001 – $15Kannual
2023-06-01Fidelity Freedom 2025 Fund Class K PurchaseSpouse$1,001 – $15Kannual
2023-03-01Fidelity Freedom 2025 Fund Class K PurchaseSpouse$1,001 – $15Kannual
2022-12-21Virtus Kar Small-Cap Growth Fund I PurchaseSelf$1,001 – $15Kannual
2022-12-19Vanguard Wellesley Income Fund PurchaseSelf$1,001 – $15Kannual
2022-12-07Pimco International Bond Fund [U.S. Dollar-Hedge PurchaseSelf$1,001 – $15Kannual
2022-12-01First Eagle Global Fund Class I PurchaseSelf$1,001 – $15Kannual
2022-08-23iShares MBS ETF PurchaseSelf$15K – $50Kannual
2022-08-23Lord Abbett Ultra Short Bond Fund - Class I Sale (Full)Self$15K – $50Kannual
2022-08-23Virtus Kar Small-Cap Growth Fund I PurchaseSelf$1,001 – $15Kannual
2022-08-23T. Rowe Price Health Sciences Fund Inc. PurchaseSelf$1,001 – $15Kannual
2022-07-11Vanguard Small-Cap ETF Sale (Partial)Joint$1,001 – $15Kannual
2022-07-11Vanguard Mid-Cap ETF Sale (Partial)Joint$1,001 – $15Kannual
2022-07-11Invesco QQQ Trust, Series 1 Sale (Partial)Joint$1,001 – $15Kannual
2022-07-11Value Line Dividend Index ETF FT Sale (Partial)Joint$1,001 – $15Kannual
2022-07-11Lord Abbett Inv Tr. Short Duration Income Fd Cl PurchaseJoint$15K – $50Kannual
2022-07-06Pimco International Bond Fund [U.S. Dollar-Hedge Sale (Full)Joint$50K – $100Kannual
2022-05-10Pimco Income Fund Class I-2 PurchaseJoint$1,001 – $15Kannual
2022-05-10Vanguard Small-Cap ETF PurchaseJoint$1,001 – $15Kannual
2022-05-10Vanguard Mid-Cap ETF PurchaseJoint$1,001 – $15Kannual
2022-05-10Invesco QQQ Trust, Series 1 PurchaseJoint$15K – $50Kannual
2022-05-05Pimco International Bond Fund [U.S. Dollar-Hedge PurchaseJoint$50K – $100Kannual
2022-05-05T. Rowe Price Health Sciences Fund Inc. PurchaseJoint$15K – $50Kannual
2022-05-05Pimco Income Fund Class I-2 PurchaseJoint$50K – $100Kannual
2022-05-05Hartford Balanced Income Fund Class I PurchaseJoint$15K – $50Kannual
2022-05-05First Eagle Global Fund Class I PurchaseJoint$15K – $50Kannual
2022-05-05Vanguard Small-Cap ETF PurchaseJoint$15K – $50Kannual
2022-05-05Vanguard Mid-Cap ETF PurchaseJoint$15K – $50Kannual
2022-05-05Invesco QQQ Trust, Series 1 PurchaseJoint$15K – $50Kannual
2022-05-05Value Line Dividend Index ETF FT PurchaseJoint$15K – $50Kannual
2022-04-27Pimco Income Fund Class I-2 PurchaseSelf$1,001 – $15Kannual
2022-04-27Pimco International Bond Fund [U.S. Dollar-Hedge PurchaseSelf$1,001 – $15Kannual
2022-04-26Pimco Income Fund Class I-2 PurchaseSelf$15K – $50Kannual
2022-04-26Lord Abbett Ultra Short Bond Fund - Class I PurchaseSelf$15K – $50Kannual
2022-04-26Pimco International Bond Fund [U.S. Dollar-Hedge PurchaseSelf$15K – $50Kannual
2022-04-26First Eagle Global Fund Class I PurchaseSelf$15K – $50Kannual
2022-04-18Vanguard Mid-Cap ETF PurchaseSelf$50K – $100Kannual
2022-04-18Invesco QQQ Trust, Series 1 PurchaseSelf$15K – $50Kannual
2022-03-31Residential Property PurchaseJoint$500K – $1.0Mannual
2022-03-03SPDR S&P Dividend ETF Sale (Partial)Self$15K – $50Kannual
2022-03-03Pimco Income Fund Class I-2 Sale (Partial)Self$50K – $100Kannual
2022-03-03Invesco QQQ Trust, Series 1 Sale (Partial)Self$15K – $50Kannual
2022-03-03Pimco International Bond Fund [U.S. Dollar-Hedge Sale (Partial)Self$15K – $50Kannual
2022-03-03Blackrock Funds Mid-Cap Growth Equity Portfolio Sale (Full)Self$50K – $100Kannual
2022-03-03T. Rowe Price Health Sciences Fund Inc. Sale (Partial)Self$15K – $50Kannual
2022-03-03Fidelity Advisor International Capital Appreciat Sale (Full)Self$15K – $50Kannual
2021-12-22Virtus Kar Small-Cap Growth Fund I PurchaseSelf$1,001 – $15Kannual
2021-12-20Vanguard Wellesley Income Fund PurchaseSelf$1,001 – $15Kannual
2021-12-15T. Rowe Price Health Sciences Fund Inc. PurchaseSelf$1,001 – $15Kannual
2021-12-07Blackrock Funds Mid-Cap Growth Equity Portfolio PurchaseSelf$1,001 – $15Kannual
2021-12-03Fidelity Advisor International Capital Appreciat PurchaseSelf$1,001 – $15Kannual
2021-07-15Blackrock Funds Mid-Cap Growth Equity Portfolio PurchaseSelf$1,001 – $15Kannual
2020-12-22Virtus KAR Small-Cap Growth Fund Class I PurchaseSelf$1,001 – $15Kannual
2020-12-21Vanguard Wellesley Income Fund Investor Shares PurchaseSelf$1,001 – $15Kannual
2020-12-15T. Rowe Price Health Sciences Fund PurchaseSelf$1,001 – $15Kannual
2020-11-30Vanguard Small-Cap Index Fund ETF Shares Sale (Full)Self$50K – $100Kannual
2020-11-30Vanguard Mid-Cap Index Fund ETF Shares Sale (Full)Self$50K – $100Kannual
2020-11-30PIMCO Income Fund Class I-2 PurchaseSelf$1,001 – $15Kannual
2020-11-30Virtus KAR Small-Cap Growth Fund Class I PurchaseSelf$50K – $100Kannual
2020-11-30PIMCO International Bond Fund (U.S. Dollar-Hedged) PurchaseSelf$1,001 – $15Kannual
2020-11-30BlackRock Mid-Cap Growth Equity Portfolio Institut PurchaseSelf$50K – $100Kannual
2020-11-30T. Rowe Price Health Sciences Fund PurchaseSelf$1,001 – $15Kannual
2020-11-30Fidelity Advisor International Capital Appreciatio PurchaseSelf$15K – $50Kannual
2020-11-30First Eagle Global Fund Class I Sale (Full)Self$50K – $100Kannual
2020-09-30Target Date 2030 Portfolio PurchaseSpouse$15K – $50Kannual
2020-09-01Target Date 2030 Portfolio PurchaseSpouse$15K – $50Kannual
2020-08-20T-C Lifecycle 2020-Inst PurchaseSpouse$1,001 – $15Kannual
2020-08-05T-C Lifecycle 2020-Inst PurchaseSpouse$1,001 – $15Kannual
2020-07-06FID Freedom 2025 K PurchaseSpouse$1,001 – $15Kannual
2020-06-19FID Freedom 2025 K PurchaseSpouse$1,001 – $15Kannual
2020-06-05FID Freedom 2025 K PurchaseSpouse$1,001 – $15Kannual
2020-05-20FID Freedom 2025 K PurchaseSpouse$1,001 – $15Kannual
2020-05-11Vanguard Small-Cap Index Fund ETF Shares PurchaseSelf$1,001 – $15Kannual
2020-05-11Vanguard Mid-Cap Index Fund ETF Shares PurchaseSelf$1,001 – $15Kannual
2020-05-11SPDR S&P Dividend ETF PurchaseSelf$15K – $50Kannual
2020-05-11PIMCO Income Fund Class I-2 PurchaseSelf$15K – $50Kannual
2020-05-11Invesco QQQ Trust Sale (Partial)Self$1,001 – $15Kannual
2020-05-11PIMCO International Bond Fund (U.S. Dollar-Hedged) Sale (Partial)Self$1,001 – $15Kannual
2020-05-11Franklin Mutual Global Discovery Fund Class Z Sale (Full)Self$15K – $50Kannual
2020-05-11Loomis Sayles Bond Fund Institutional Class Sale (Full)Self$50K – $100Kannual
2020-05-11T. Rowe Price Health Sciences Fund PurchaseSelf$50K – $100Kannual
2020-05-11First Eagle Global Fund Class I Sale (Partial)Self$15K – $50Kannual
2020-05-11Vanguard Wellesley Income Fund Investor Shares Sale (Partial)Self$1,001 – $15Kannual
2020-05-06FID Freedom 2025 K PurchaseSpouse$1,001 – $15Kannual
2020-04-24FID Freedom 2025 K PurchaseSpouse$1,001 – $15Kannual
2020-04-02FID Freedom 2025 K PurchaseSpouse$1,001 – $15Kannual
2020-03-19FID Freedom 2025 K PurchaseSpouse$1,001 – $15Kannual
2020-03-06FID Freedom 2025 K PurchaseSpouse$1,001 – $15Kannual
2020-02-20FID Freedom 2025 K PurchaseSpouse$1,001 – $15Kannual

Financial disclosures

18 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
May 14, 2026Annual Report for Calendar 2025181
May 15, 2025Annual Report for Calendar 20249
May 13, 2024Annual Report for Calendar 202324
May 23, 2023Annual Report for Calendar 2022 (Amendment 1)43
May 2, 2023Annual Report for Calendar 202243
May 16, 2022Annual Report for Calendar 20216
May 17, 2021Annual Report for Calendar 202041
Aug 13, 2020Annual Report for Calendar 201911
Aug 13, 2020Periodic Transaction Report for 08/13/20201
Apr 16, 2020Annual Report for 2019 Due Date Extension 10
May 14, 2019Annual Report for Calendar 201813
May 11, 2018Annual Report for Calendar 20177
May 10, 2017Annual Report for Calendar 201615
Aug 30, 2016Annual Report for Calendar 2015 (Amendment 1)16
Aug 30, 2016Annual Report (Amendment)scan
Aug 9, 2016Annual Report for Calendar 2014 (Amendment 3)25
Aug 9, 2016Periodic Transaction Report for 08/09/20162
May 9, 2016Annual Report for Calendar 201516