Senate Files

Senators

Kelly Loeffler R

Republican senator from Georgia (former), serving since Jan 6, 2020.

Among all 100 senators

Each dot is a senator; Loeffler 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

$18.5M$49K$115.9M

Votes with their party

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

79.5%100.0%

Missed votes

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

0.0%15.0%

Lobbyists' giving

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

$6,000$11.9M

Money from out of state

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

94%21%98%

Bills sponsored

In the 119th Congress (Congress.gov)

2191

Voting record

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

0.56← more liberalmore conservative →

Where their campaign money comes from

2021–22
$18.5M
See the data
PeriodRaisedIndividualsPACsPartiesOwn moneySpentCashOutside forOutside against
2021–22$18,463,048$14,155,454$525,507$3,550$116,900$39,469,263$249,750$4,465,297$741,289

FEC totals through Dec 31, 2021.

Who gives to them

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

2021–22
$8.5M

Where it came from

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  • Their state
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Their donors' employers

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

SOUTHEASTERN FREIGHT LINES
$8,400
US ARMY
$8,156
LOCKHEED MARTIN
$7,960
UPS
$7,763
VENTURE EXPRESS
$7,000
BOEING
$6,273
THRIFTY OIL CO
$5,600
THE WOLFE CO INC
$5,600
SUVRETTA CAPITAL MANAGEMENT LLC
$5,600
EA
$5,600
PRISM REALTY
$5,346
AMERICAN AIRLINES
$5,041
The largest donors, and the numbers
PeriodItemizedContributionsFrom GARetired donors
2021–22$8,539,192223,9866%54%
DonorWhereEmployer, occupationTotal
AUSTIN, PETERWESTLAKE VILLAGE, CARETIRED, RETIRED$10,000
CASSELS, W.COLUMBIA, SCSOUTHEASTERN FREIGHT LINES, CHAIRMAN & CEO$8,400
TRACY, PNOTRE DAME, INRETIRED, RETIRED$6,666
CLAY, MARYSTAR VALLEY RANCH, WYRETIRED, RETIRED$6,520
ABNEY, DAVIDATLANTA, GAUPS, RETIRED CEO$5,600
ANDERSON, CINDYPB, FLRETIRED, RETIRED$5,600
ATSINGER, EDWARDCAMARILLO, CA$5,600
CASSELS, RUSTINCOLUMBIA, SC$5,600
DEASON, DARWINDALLAS, TX$5,600
ISAKSON, JOHNATLANTA, GA$5,600
LEACH, HOWARDMORRIS PLAINS, NJRETIRED, RETIRED$5,600
OFFOCE, PAULSNAPLES, FLRETIRED, RETIRED$5,600
SUTTON, JENNIEMARCOLA, ORRETIRED, RETIRED$5,600
TATE, SONYALAVERGNE, TNVENTURE EXPRESS, LOGISTICS$5,600
WERN, MIKEMOKENA, ILEA, OWNER$5,600
NEELY, MICHAELSAN ANTONIO, TXRETIRED, RETIRED$5,528
MORRIS, BROOKIRVINE, CAPRISM REALTY, EXEC$5,346
ANDERSON, DOUGLASMERCER, PAANDERSON COACHHTTPS://SECURE.WINRED.CO, OWNER$5,000
BIERNEY, JAMESHOUSTON, TXSTONE MTN PROPERTIES, REAL ESTATE$5,000
CHOUAKE, BENENGLEWOOD, NJSELF EMPLOYED, PHYSICIAN$5,000
CHOUAKE, ESTHERENGLEWOOD, NJSELF EMPLOYED, PHYSICIAN$5,000
FOX, JOHNDENVER, CONONE, RETIRED$5,000
HEIMER, WILLIAMLAKE CITY, FL$5,000
HOWARD, JUSTINCARROLLTON, GANG TURF, VICE PRESIDENT$5,000
KOTOWITZ, HARRYWOODMERE, NYHK ORGANIZATION, CO-FOUNDER$5,000

Their biggest PAC and party givers

EDISON ELECTRIC INSTITUTE
$5,000
CORECIVIC, INC.
$5,000
BILL FLORES FOR CONGRESS
$2,500
GREAT EIGHT COMMITTEE
$2,000
PALAZZO FOR CONGRESS
$2,000
BENTZ
$2,000
MAGGIE'S LIST
$1,050
BLUE AND GOLD FUND
$1,000
MOONEY
$875
MOORE COUNTY REPUBLICAN MENS CLUB - FEDERAL PAC
$500
All 11
CommitteeConnected organizationTotalGifts
POWERPAC OF THE EDISON ELECTRIC INSTITUTEEDISON ELECTRIC INSTITUTE$5,0001
CORECIVIC, INC. POLITICAL ACTION COMMITTEE (CORECIVIC PAC)CORECIVIC, INC.$5,0001
BILL FLORES FOR CONGRESS$2,5001
WALBERG FOR CONGRESSGREAT EIGHT COMMITTEE$2,0001
PALAZZO FOR CONGRESSNONE$2,0001
OREGON FRONTIER PACBENTZ$2,0001
MAGGIE'S LIST$1,0503
BLUE AND GOLD FUND$1,0001
AMERICANS FOR LEGISLATING EXCELLENCE PACMOONEY$8751
MOORE COUNTY REPUBLICAN MENS CLUB - FEDERAL PAC$5001
COEUR MINING, INC. PACCOEUR MINING, INC.$5001

Outside spending for and against them

All of it
$5.1M

Who spent it

NATIONAL VICTORY ACTION FUND
$2.4M
GEORGIA UNITED VICTORY
$825K
THE LINCOLN PROJECT
$279K
REPUBLICAN NATIONAL COMMITTEE
$240K
BLACK VOTERS MATTER ACTION PAC
$231K
FREEDOMWORKS FOR AMERICA
$189K
MOVEON.ORG POLITICAL ACTION
$115K
SENATE LEADERSHIP FUND
$106K
SENATE CONSERVATIVES FUND
$102K
KEEP AMERICA AMERICA ACTION FUND
$88K
COMMITTEE TO DEFEAT THE PRESIDENT
$86K
SAVE THE US SENATE PAC
$62K
See the data
SpenderFor or againstTotalReports
NATIONAL VICTORY ACTION FUNDfor$2,355,00010
GEORGIA UNITED VICTORYfor$824,65010
THE LINCOLN PROJECTagainst$278,57422
REPUBLICAN NATIONAL COMMITTEEfor$239,9164
BLACK VOTERS MATTER ACTION PACagainst$230,8437
FREEDOMWORKS FOR AMERICAfor$188,8197
MOVEON.ORG POLITICAL ACTIONagainst$114,9093
SENATE LEADERSHIP FUNDfor$105,7894
SENATE CONSERVATIVES FUNDfor$101,8206
KEEP AMERICA AMERICA ACTION FUNDfor$87,76120
COMMITTEE TO DEFEAT THE PRESIDENTfor$86,1354
SAVE THE US SENATE PACfor$62,4831
WFW ACTION FUND, INC.for$50,0001
HSLDA ACTIONfor$48,040118
OPPORTUNITY MATTERS FUND, INC.for$47,5002
NRSCagainst$45,0223
TURNING POINT ACTIONfor$37,2902
GUN OWNERS ACTION FUNDfor$36,3504
CLUB FOR GROWTH ACTIONfor$29,5249
SEAL PAC SUPPORTING ELECTING AMERICAN LEADERS PACfor$25,0001
NEW GEORGIA PROJECT ACTION FUNDagainst$18,8201
STUDENTS FOR LIFE ACTIONfor$18,7758
RESIST RECLAIM REBUILD PACagainst$17,3528
NATIONAL RIFLE ASSOCIATION OF AMERICA POLITICAL VICTORY FUNDfor$15,1499
END CITIZENS UNITEDagainst$12,8461

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).

EDISON ELECTRIC INSTITUTE
$5,000
CORECIVIC, INC.
$5,000
MARSHALL & POPP, LLC
$1,000
FMR LLC
$1,000
SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
-$2,500
PFIZER INC.
-$2,500
INTERNATIONAL FRANCHISE ASSOCIATION
-$5,000
HAIER US APPLIANCE SOLUTION, INC. DBA GE APPLIANCES
-$5,000
All 8
RegistrantTotalItemsFirstLatest
EDISON ELECTRIC INSTITUTE$5,0001Jan 4, 2021Jan 4, 2021
CORECIVIC, INC.$5,0001Jan 5, 2021Jan 5, 2021
MARSHALL & POPP, LLC$1,0001Jan 5, 2021Jan 5, 2021
FMR LLC$1,0001Jan 4, 2021Jan 4, 2021
SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION-$2,5001Dec 31, 2021Dec 31, 2021
PFIZER INC.-$2,5001Mar 22, 2021Mar 22, 2021
INTERNATIONAL FRANCHISE ASSOCIATION-$5,0001May 20, 2021May 20, 2021
HAIER US APPLIANCE SOLUTION, INC. DBA GE APPLIANCES-$5,0001Sep 30, 2021Sep 30, 2021

How they've voted lately

Nothing on record.

What they sponsor bills about

117th Congress: 0 sponsored, 0 became law

Their bills
BillLatest action
CongressSponsoredBecame lawCosponsored
117th001

2 former staff now lobbying

DAVID ADAMS iii
BRIDGEBIO PHARMA, INC.
1 client
JOHN OVERSTREET
CHAMBER OF COMMERCE OF THE U.S.A.
1 client
See the data
LobbyistFormer position, as they list itFirmsClientsYears
DAVID ADAMS iiiStaff Assistant and Legislative Correspondent for Sen. Johnny Isakson; Legislative Correspondent for Sen. Kelly Loeffler; Health Research Assistant and Staff Member for the Senate Health, Education, Labor and Pensions Committee.BRIDGEBIO PHARMA, INC.12026
JOHN OVERSTREETLegis. Assistant, Sen. Loeffler, January 2020 - January 2021; Legis. Assistant, Sen. Isakson, October 2017 - December 2019; Legis. Correspondent, Sen. Isakson April 2015 - October 2017CHAMBER OF COMMERCE OF THE U.S.A.12021

Holdings and trades

$99.6M – $517.4M+net worth, 2021 report
412trades on their reports
11 of 281trades reported after 45 days
24 daystypical time to report a trade
0reports filed on paper
2filing 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$100M$1B20202021

Largest holdings, 2021 report

Secondary Residence
Real Estate · Joint · in Secondary Residence
$5.0M+
IVV - iShares Core S&P 500 ETF
Mutual Funds · Joint · in Sepio Capital Brokerage Account - Joint
$5.0M+
ICE - Intercontinental Exchange, Inc.
Corporate Securities · Self · in Morgan Stanley Brokerage Account - Self - ICE
$5.0M+
Morgan Stanley Equity ETF Fund
Mutual Funds · Joint
$5.0M+
Airplane 2
Personal Property · Joint · in MW23 Holdings LLC
$5.0M+
Morgan Stanley
Bank Deposit · Joint · in Morgan Stanley Brokerage I
$5.0M+
GSFTX - Columbia Dividend Income Fund Institutional Class
Mutual Funds · Joint · in Morgan Stanley Brokerage I
$5.0M+
CMTFX - Columbia Global Technology Growth Fund Institution
Mutual Funds · Joint · in Morgan Stanley Brokerage I
$5.0M+
DVFYX - Davis Financial Fund Class Y
Mutual Funds · Joint · in Morgan Stanley Brokerage I
$5.0M+
DLHIX - Delaware Healthcare Fund Class I
Mutual Funds · Joint · in Morgan Stanley Brokerage I
$5.0M+
MTCIX - MFS Technology Fund Class I
Mutual Funds · Joint · in Morgan Stanley Brokerage I
$5.0M+
POLIX - Polen Growth Fund Institutional Class
Mutual Funds · Joint · in Morgan Stanley Brokerage I
$5.0M+
Their 25 largest holdings, as a table
AssetKindOwnerValueIncome
Secondary Residence in Secondary ResidenceReal EstateJoint$5.0M – $25.0MNone: $0 – $200
IVV - iShares Core S&P 500 ETF in Sepio Capital Brokerage Account - JointMutual FundsJoint$5.0M – $25.0MExcepted Investment Fund: $50K – $100K
ICE - Intercontinental Exchange, Inc. in Morgan Stanley Brokerage Account - Self - ICECorporate SecuritiesSelf$5.0M – $25.0MDividends, Capital Gains: $100K – $1.0M
Morgan Stanley Equity ETF FundMutual FundsJoint$5.0M – $25.0MExcepted Investment Fund: $100K – $1.0M
Airplane 2 in MW23 Holdings LLCPersonal PropertyJoint$5.0M – $25.0MNone: $0 – $200
Morgan Stanley in Morgan Stanley Brokerage IBank DepositJoint$5.0M – $25.0MInterest: $5,001 – $15K
GSFTX - Columbia Dividend Income Fund Institutional Class in Morgan Stanley Brokerage IMutual FundsJoint$5.0M – $25.0MExcepted Investment Fund: $100K – $1.0M
CMTFX - Columbia Global Technology Growth Fund Institution in Morgan Stanley Brokerage IMutual FundsJoint$5.0M – $25.0MNone: $0 – $200
DVFYX - Davis Financial Fund Class Y in Morgan Stanley Brokerage IMutual FundsJoint$5.0M – $25.0MExcepted Investment Fund: $100K – $1.0M
DLHIX - Delaware Healthcare Fund Class I in Morgan Stanley Brokerage IMutual FundsJoint$5.0M – $25.0MExcepted Investment Fund: $15K – $50K
MTCIX - MFS Technology Fund Class I in Morgan Stanley Brokerage IMutual FundsJoint$5.0M – $25.0MNone: $0 – $200
POLIX - Polen Growth Fund Institutional Class in Morgan Stanley Brokerage IMutual FundsJoint$5.0M – $25.0MNone: $0 – $200
Morgan Stanley in Morgan Stanley Brokerage IIBank DepositJoint$5.0M – $25.0MInterest: $2,501 – $5,000
Primary Residence (portion) in Primary Residence Holding Company 1Real EstateSelf$1.0M – $5.0MNone: $0 – $200
Primary Residence (portion) in Primary Residence Holding Company 2Real EstateSelf$1.0M – $5.0MNone: $0 – $200
Fidelity Investments Money Market Tax Exempt Cl I (FTCXX) in Sepio Capital Brokerage Account - JointMutual FundsJoint$1.0M – $5.0MNone: $0 – $200
SPY - SPDR S&P 500 ETF Trust in Goldman Sachs Brokerage 1Mutual FundsJoint$1.0M – $5.0MExcepted Investment Fund: $15K – $50K
IWF - iShares Russell 1000 Growth ETF in Goldman Sachs Brokerage 1Mutual FundsJoint$1.0M – $5.0MExcepted Investment Fund: $15K – $50K
IWD - iShares Russell 1000 Value ETF in Goldman Sachs Brokerage 1Mutual FundsJoint$1.0M – $5.0MExcepted Investment Fund: $50K – $100K
Morgan Stanley in Morgan Stanley Brokerage Account - SelfBank DepositSelf$1.0M – $5.0MInterest: $201 – $1,000
Morgan Stanley Equity ETF FundMutual FundsSelf$1.0M – $5.0MExcepted Investment Fund: $50K – $100K
Multifamily Property 14 in BMCC Investment Group VIII LLCReal EstateJoint$1.0M – $5.0MNone: $0 – $200
Multifamily Property 15 in BMCC Investment Group VIII LLCReal EstateJoint$1.0M – $5.0MNone: $0 – $200
Multifamily Property 16 in BMCC Investment Group VIII LLCReal EstateJoint$1.0M – $5.0MNone: $0 – $200
Multifamily Property 17 in BMCC Investment Group VIII LLCReal EstateJoint$1.0M – $5.0MNone: $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
20202021

What they trade most

Intercontinental Exchange, Inc. (ICE)
2020–2020 · $30.3M – $150.5M
11 trades
Polen Growth Fund Institutional Class (POLIX)
2020–2020 · $5.8M – $23.6M
9 trades
Prudential Financial, Inc. (PRU)
2020–2020 · $581K – $1.5M
9 trades
DuPont de Nemours, Inc. (DD)
2020–2020 · $312K – $830K
9 trades
Chevron Corporation (CVX)
2020–2020 · $466K – $1.1M
8 trades
Assurant, Inc. (AIZ)
2020–2020 · $582K – $1.2M
7 trades
Cisco Systems, Inc. (CSCO)
2020–2020 · $466K – $1.2M
7 trades
Delta Air Lines, Inc. (DAL)
2020–2020 · $401K – $915K
7 trades
American International Group, Inc. (AIG)
2020–2020 · $147K – $380K
7 trades
Columbia Dividend Income Fund Institutional Class (GSFTX)
2020–2020 · $3.0M – $15.0M
6 trades
Their latest 300 of 412 trades
DateAssetTradeOwnerAmountDays to report
2021-01-19Fidelity Contrafund Commingled Pool PurchaseSpouse$1,001 – $15Kannual
2021-01-19Vanguard Total Stock Market Index Fund Institution PurchaseSpouse$1,001 – $15Kannual
2021-01-19Dodge & Cox Stock Fund PurchaseSpouse$1,001 – $15Kannual
2021-01-15Scholars Choice College Savings Program Colorado A Sale (Partial)Self$15K – $50Kannual
2020-12-29Scholars Choice College Savings Program Cash Rese Sale (Partial)Spouse$1,001 – $15Kannual
2020-12-29Scholars Choice College Savings Program Cash Rese Sale (Partial)Spouse$1,001 – $15Kannual
2020-12-17Airplane 1 Sale (Full)Joint$5.0M – $25.0Mannual
2020-12-16Multifamily Property 18 PurchaseJoint$1.0M – $5.0Mannual
2020-12-15Columbia Global Technology Growth Fund Institution PurchaseSelf$15K – $50Kannual
2020-12-11Columbia Dividend Income Fund Institutional Class PurchaseSelf$1,001 – $15Kannual
2020-12-11Morgan Stanley Equity ETF Fund Sale (Partial)Self$50K – $100Kannual
2020-12-10Davis Financial Fund Class Y PurchaseSelf$15K – $50Kannual
2020-12-08MFS Technology Fund Class I PurchaseSelf$50K – $100Kannual
2020-12-04Delaware Healthcare Fund Class I PurchaseSelf$100K – $250Kannual
2020-12-03Polen Growth Fund Institutional Class PurchaseSelf$15K – $50Kannual
2020-11-25Fidelity Investments Money Market Tax Exempt - Class I (FTCXX) Sale (Partial)Joint$1,001 – $15Kannual
2020-11-24Multifamily Property 13 Sale (Full)Spouse$1.0M – $5.0Mannual
2020-11-12Morgan Stanley Institutional Fund, Inc. Growth Por PurchaseJoint$1.0M – $5.0Mannual
2020-11-12Davis Financial Fund Class Y PurchaseJoint$500K – $1.0Mannual
2020-10-23Fidelity Investments Money Market Tax Exempt - Class I (FTCXX) PurchaseJoint$1.0M – $5.0Mannual
2020-10-13Airplane 2 PurchaseJoint$5.0M – $25.0Mannual
2020-09-23Intercontinental Exchange, Inc. PurchaseSpouse$250K – $500K23
2020-09-23Intercontinental Exchange, Inc. Sale (Partial)Spouse$1.0M – $5.0M23
2020-09-22Columbia Dividend Income Fund Institutional Class PurchaseSelf$1,001 – $15Kannual
2020-09-14Morgan Stanley Institutional Fund, Inc. Growth Por PurchaseJoint$500K – $1.0Mannual
2020-08-25Scholars Choice College Savings Program Colorado A Sale (Partial)Self$15K – $50Kannual
2020-08-25Scholars Choice College Savings Program Colorado A Sale (Partial)Self$1,001 – $15Kannual
2020-08-13Scholars Choice College Savings Program Colorado Sale (Partial)Self$1,001 – $15Kannual
2020-08-03Scholars Choice College Savings Program Colorado Sale (Partial)Spouse$1,001 – $15Kannual
2020-07-22Intercontinental Exchange, Inc. Sale (Partial)Spouse$5.0M – $25.0M30
2020-07-01Eminence Partners Fund LLC Sale (Full)Joint$1.0M – $5.0Mannual
2020-06-17Columbia Dividend Income Fund Institutional Class PurchaseSelf$1,001 – $15Kannual
2020-06-09Polen Growth Fund Institutional Class PurchaseJoint$1.0M – $5.0Mannual
2020-06-09MFS Technology Fund Class I PurchaseJoint$1.0M – $5.0Mannual
2020-06-08Fidelity Contrafund Commingled Pool PurchaseSpouse$100K – $250Kannual
2020-06-08Artisan International Growth Trust Sale (Full)Spouse$100K – $250Kannual
2020-06-05Multifamily Property 19 PurchaseJoint$1.0M – $5.0Mannual
2020-06-01Polen Growth Fund Institutional Class PurchaseSelf$250K – $500Kannual
2020-06-01MFS Technology Fund Class I PurchaseSelf$250K – $500Kannual
2020-06-01Davis Financial Fund Class Y PurchaseSelf$250K – $500Kannual
2020-06-01Virtus KAR Small-Cap Growth Fund Class I PurchaseJoint$500K – $1.0Mannual
2020-06-01Virtus KAR Small-Cap Value Fund Class I PurchaseJoint$250K – $500Kannual
2020-06-01MFS Mid Cap Growth Fund Class I PurchaseJoint$250K – $500Kannual
2020-05-27SPDR S&P 500 ETF Trust PurchaseSelf$1,001 – $15Kannual
2020-05-27Morgan Stanley Equity ETF Fund Sale (Partial)Self$15K – $50Kannual
2020-05-20Intercontinental Exchange, Inc. Sale (Partial)Self$1.0M – $5.0M2
2020-05-20Intercontinental Exchange, Inc. Sale (Partial)Spouse$5.0M – $25.0M2
2020-05-20Intercontinental Exchange, Inc. PurchaseSpouse$1.0M – $5.0M2
2020-05-18Scholars Choice College Savings Program Colorado A Sale (Partial)Spouse$15K – $50Kannual
2020-05-18Scholars Choice College Savings Program Colorado A Sale (Partial)Self$15K – $50Kannual
2020-05-13Polen Growth Fund Institutional Class PurchaseJoint$500K – $1.0Mannual
2020-05-13Davis Financial Fund Class Y PurchaseJoint$500K – $1.0Mannual
2020-05-08Albany-Dougherty Co Ga Hosp Auth Revenue Bond PurchaseSpouse$250K – $500Kannual
2020-05-06Davis Financial Fund Class Y PurchaseJoint$500K – $1.0Mannual
2020-05-04Atlanta GA Dev Auth Revenue Bond PurchaseSpouse$100K – $250Kannual
2020-05-04Tift County GA Hosp Auth Revenue Bond PurchaseSpouse$15K – $50Kannual
2020-05-01Financial Select Sector SPDR Fund PurchaseSpouse$1,001 – $15Kannual
2020-04-30Polen Growth Fund Institutional Class PurchaseJoint$1.0M – $5.0Mannual
2020-04-30Davis Financial Fund Class Y PurchaseJoint$1.0M – $5.0Mannual
2020-04-30Columbia Dividend Income Fund Institutional Class PurchaseJoint$1.0M – $5.0Mannual
2020-04-27Delaware Healthcare Fund Class I PurchaseSelf$1.0M – $5.0Mannual
2020-04-27MFS Technology Fund Class I PurchaseJoint$1.0M – $5.0Mannual
2020-04-27Delaware Healthcare Fund Class I PurchaseJoint$1.0M – $5.0Mannual
2020-04-21Polen Growth Fund Institutional Class PurchaseSelf$500K – $1.0Mannual
2020-04-21Columbia Global Technology Growth Fund Institution PurchaseSelf$500K – $1.0Mannual
2020-04-21Polen Growth Fund Institutional Class PurchaseJoint$1.0M – $5.0Mannual
2020-04-21Columbia Global Technology Growth Fund Institution PurchaseJoint$1.0M – $5.0Mannual
2020-04-17Polen Growth Fund Institutional Class PurchaseSelf$500K – $1.0Mannual
2020-04-17MFS Technology Fund Class I PurchaseSelf$250K – $500Kannual
2020-04-17Columbia Dividend Income Fund Institutional Class PurchaseSelf$1.0M – $5.0Mannual
2020-04-15Polen Growth Fund Institutional Class PurchaseJoint$1.0M – $5.0Mannual
2020-04-15Columbia Dividend Income Fund Institutional Class PurchaseJoint$1.0M – $5.0Mannual
2020-04-14Morgan Stanley Large Cap Equity Fund Sale (Full)Self$5.0M – $25.0Mannual
2020-04-14Virtus KAR Small-Cap Growth Fund Class I PurchaseJoint$250K – $500Kannual
2020-04-14Virtus KAR Small-Cap Value Fund Class I PurchaseJoint$500K – $1.0Mannual
2020-04-14Virtus KAR International Small-Cap Fund Class I PurchaseJoint$250K – $500Kannual
2020-04-14MFS Mid Cap Growth Fund Class I PurchaseJoint$500K – $1.0Mannual
2020-04-14Morgan Stanley Mid/Small Cap Equity Fund Sale (Full)Spouse$5.0M – $25.0Mannual
2020-04-14Kayne Anderson Small Cap Quality Value Fund Sale (Full)Spouse$1.0M – $5.0Mannual
2020-04-14Morgan Stanley Large Cap Equity Fund Sale (Full)Spouse$25.0M – $50.0Mannual
2020-04-14AbbVie Inc. Sale (Full)Spouse$250K – $500K17
2020-04-14Allergan plc Sale (Full)Spouse$250K – $500K17
2020-04-14Altria Group, Inc. Sale (Full)Spouse$15K – $50K17
2020-04-14American International Group, Inc. Sale (Full)Spouse$15K – $50K17
2020-04-14BP p.l.c. Sale (Full)Spouse$100K – $250K17
2020-04-14Bristol-Myers Squibb Company Sale (Full)Spouse$250K – $500K17
2020-04-14Cisco Systems, Inc. Sale (Full)Spouse$100K – $250K17
2020-04-14Cognizant Technology Solutions Corporation Sale (Full)Spouse$100K – $250K17
2020-04-14Colgate-Palmolive Company Sale (Full)Spouse$100K – $250K17
2020-04-14Corteva, Inc. Sale (Full)Spouse$15K – $50K17
2020-04-14CVS Health Corporation Sale (Full)Spouse$250K – $500K17
2020-04-14Delta Air Lines, Inc. Sale (Full)Spouse$50K – $100K17
2020-04-14Discover Financial Services Sale (Full)Spouse$50K – $100K17
2020-04-14Dow Inc. Sale (Full)Spouse$15K – $50K17
2020-04-14DuPont de Nemours, Inc. Sale (Full)Spouse$15K – $50K17
2020-04-14Exxon Mobil Corporation Sale (Full)Spouse$50K – $100K17
2020-04-14The Goldman Sachs Group, Inc. Sale (Full)Spouse$100K – $250K17
2020-04-14The Hartford Financial Services Group, Inc. Sale (Full)Spouse$100K – $250K17
2020-04-14Kellogg Company Sale (Full)Spouse$100K – $250K17
2020-04-14Prudential Financial, Inc. Sale (Full)Spouse$100K – $250K17
2020-04-14State Street Corporation Sale (Full)Spouse$250K – $500K17
2020-04-14Raytheon Technologies Corporation Sale (Full)Spouse$100K – $250K17
2020-04-14BP p.l.c. Sale (Full)Self$50K – $100K17
2020-04-14Bristol-Myers Squibb Company Sale (Full)Self$100K – $250K17
2020-04-14Caterpillar Inc. Sale (Full)Self$100K – $250K17
2020-04-14Colgate-Palmolive Company Sale (Full)Self$100K – $250K17
2020-04-14Discover Financial Services Sale (Full)Self$15K – $50K17
2020-04-14The Hartford Financial Services Group, Inc. Sale (Full)Self$100K – $250K17
2020-04-14The Kraft Heinz Company Sale (Full)Self$100K – $250K17
2020-04-14Schlumberger Limited Sale (Full)Self$15K – $50K17
2020-04-14State Street Corporation Sale (Full)Self$100K – $250K17
2020-04-14Target Corporation Sale (Full)Self$100K – $250K17
2020-04-13Morgan Stanley Mid/Small Cap Equity Fund Sale (Full)Self$1.0M – $5.0Mannual
2020-04-13Virtus KAR Small-Cap Growth Fund Class I PurchaseSelf$250K – $500Kannual
2020-04-13Virtus KAR Small-Cap Value Fund Class I PurchaseSelf$100K – $250Kannual
2020-04-13Virtus KAR International Small-Cap Fund Class I PurchaseSelf$50K – $100Kannual
2020-04-13MFS Mid Cap Growth Fund Class I PurchaseSelf$250K – $500Kannual
2020-04-13Lazard International Equity Select Fund Sale (Full)Self$100K – $250Kannual
2020-04-13Goldman Sachs Strategic Growth Fund Sale (Full)Spouse$500K – $1.0Mannual
2020-04-13Lazard International Equity Select Fund Sale (Full)Spouse$500K – $1.0Mannual
2020-04-13Alcoa Corporation Sale (Full)Self$15K – $50K18
2020-04-13Applied Materials, Inc. Sale (Full)Self$1,001 – $15K18
2020-04-13Terex Corporation Sale (Full)Self$15K – $50K18
2020-04-07Vanguard Real Estate Index Fund ETF Shares PurchaseJoint$100K – $250Kannual
2020-04-07iShares Russell 2000 ETF PurchaseJoint$100K – $250Kannual
2020-04-07iShares Russell 1000 Value ETF PurchaseJoint$1.0M – $5.0Mannual
2020-04-07iShares Russell 1000 Growth ETF PurchaseJoint$1.0M – $5.0Mannual
2020-04-07iShares Core S&P 500 ETF (IVV) PurchaseJoint$1.0M – $5.0Mannual
2020-04-07Technology Select Sector SPDR Fund (XLK) Sale (Full)Joint$500K – $1.0Mannual
2020-04-07Materials Select Sector SPDR Fund (XLB) Sale (Full)Joint$100K – $250Kannual
2020-04-07Health Care Select Sector SPDR Fund (XLV) Sale (Full)Joint$500K – $1.0Mannual
2020-04-07Utilities Select Sector SPDR Fund (XLU) Sale (Full)Joint$100K – $250Kannual
2020-04-07Industrial Select Sector SPDR Fund (XLI) Sale (Full)Joint$100K – $250Kannual
2020-04-07Consumer Staples Select Sector SPDR Fund (XLP) Sale (Full)Joint$250K – $500Kannual
2020-04-07VanEck Vectors Gold Miners ETF (GDX) Sale (Full)Joint$15K – $50Kannual
2020-04-07SPDR Gold Shares (GLD) Sale (Full)Joint$15K – $50Kannual
2020-04-07iShares China Large-Cap ETF (FXI) Sale (Full)Joint$50K – $100Kannual
2020-04-07Ventas, Inc. Sale (Full)Joint$100K – $250K24
2020-04-07Raytheon Technologies Corporation Sale (Full)Joint$100K – $250K24
2020-04-07Microsoft Corporation Sale (Full)Joint$250K – $500K24
2020-04-07Inphi Corporation Sale (Full)Joint$50K – $100K24
2020-04-07Fidelity National Information Services, Inc. Sale (Full)Joint$50K – $100K24
2020-04-07Dollar General Corporation Sale (Full)Spouse$15K – $50K24
2020-04-07Costco Wholesale Corporation Sale (Full)Joint$100K – $250K24
2020-04-07CME Group Inc. Sale (Full)Joint$100K – $250K24
2020-04-07Automatic Data Processing, Inc. Sale (Full)Joint$100K – $250K24
2020-04-07Arena Pharmaceuticals, Inc. Sale (Full)Joint$15K – $50K24
2020-04-07Alphabet Inc. Sale (Full)Joint$250K – $500K24
2020-04-07Helen of Troy Limited Sale (Full)Joint$15K – $50K24
2020-04-07AbbVie Inc. PurchaseSpouse$1,001 – $15K24
2020-04-07AbbVie Inc. PurchaseSpouse$15K – $50K24
2020-04-07Abbott Laboratories PurchaseSpouse$1,001 – $15K24
2020-04-07Archer-Daniels-Midland Company Sale (Full)Spouse$100K – $250K24
2020-04-07Archer-Daniels-Midland Company PurchaseSpouse$15K – $50K24
2020-04-07Archer-Daniels-Midland Company PurchaseSpouse$1,001 – $15K24
2020-04-07Aflac Incorporated PurchaseSpouse$15K – $50K24
2020-04-07Aflac Incorporated PurchaseSpouse$50K – $100K24
2020-04-07American International Group, Inc. Sale (Full)Spouse$15K – $50K24
2020-04-07American International Group, Inc. PurchaseSpouse$15K – $50K24
2020-04-07American International Group, Inc. PurchaseSpouse$50K – $100K24
2020-04-07Assurant, Inc. Sale (Full)Spouse$250K – $500K24
2020-04-07Assurant, Inc. PurchaseSpouse$50K – $100K24
2020-04-07Assurant, Inc. PurchaseSpouse$15K – $50K24
2020-04-07Amgen Inc. PurchaseSpouse$15K – $50K24
2020-04-07Alibaba Group Holding Limited PurchaseSpouse$1,001 – $15K24
2020-04-07BP p.l.c. PurchaseSpouse$15K – $50K24
2020-04-07BP p.l.c. PurchaseSpouse$15K – $50K24
2020-04-07Cardinal Health, Inc. Sale (Full)Spouse$100K – $250K24
2020-04-07Cardinal Health, Inc. PurchaseSpouse$1,001 – $15K24
2020-04-07Caterpillar Inc. PurchaseSpouse$15K – $50K24
2020-04-07Caterpillar Inc. PurchaseSpouse$15K – $50K24
2020-04-07Colgate-Palmolive Company PurchaseSpouse$1,001 – $15K24
2020-04-07Comcast Corporation PurchaseSpouse$15K – $50K24
2020-04-07Comcast Corporation PurchaseSpouse$15K – $50K24
2020-04-07Crane Co. Sale (Full)Spouse$100K – $250K24
2020-04-07Crane Co. PurchaseSpouse$50K – $100K24
2020-04-07Crane Co. PurchaseSpouse$15K – $50K24
2020-04-07Cisco Systems, Inc. Sale (Full)Spouse$100K – $250K24
2020-04-07Cisco Systems, Inc. PurchaseSpouse$15K – $50K24
2020-04-07Cognizant Technology Solutions Corporation PurchaseSpouse$15K – $50K24
2020-04-07Cognizant Technology Solutions Corporation PurchaseSpouse$15K – $50K24
2020-04-07CVS Health Corporation PurchaseSpouse$1,001 – $15K24
2020-04-07Chevron Corporation Sale (Full)Spouse$100K – $250K24
2020-04-07Chevron Corporation PurchaseSpouse$50K – $100K24
2020-04-07Chevron Corporation PurchaseSpouse$50K – $100K24
2020-04-07Delta Air Lines, Inc. Sale (Full)Spouse$50K – $100K24
2020-04-07Delta Air Lines, Inc. PurchaseSpouse$100K – $250K24
2020-04-07Delta Air Lines, Inc. PurchaseSpouse$100K – $250K24
2020-04-07DuPont de Nemours, Inc. Sale (Full)Spouse$100K – $250K24
2020-04-07DuPont de Nemours, Inc. PurchaseSpouse$15K – $50K24
2020-04-07DuPont de Nemours, Inc. PurchaseSpouse$15K – $50K24
2020-04-07Discover Financial Services PurchaseSpouse$100K – $250K24
2020-04-07Discover Financial Services PurchaseSpouse$100K – $250K24
2020-04-07The Walt Disney Company PurchaseSpouse$50K – $100K24
2020-04-07Emerson Electric Co. Sale (Full)Spouse$100K – $250K24
2020-04-07Emerson Electric Co. PurchaseSpouse$50K – $100K24
2020-04-07Emerson Electric Co. PurchaseSpouse$15K – $50K24
2020-04-07Eaton Corporation plc PurchaseSpouse$1,001 – $15K24
2020-04-07Glencore plc Sale (Full)Spouse$15K – $50K24
2020-04-07The Goldman Sachs Group, Inc. PurchaseSpouse$100K – $250K24
2020-04-07The Hartford Financial Services Group, Inc. Sale (Full)Spouse$100K – $250K24
2020-04-07The Hartford Financial Services Group, Inc. PurchaseSpouse$15K – $50K24
2020-04-07Kellogg Company Sale (Full)Spouse$100K – $250K24
2020-04-07Kellogg Company PurchaseSpouse$15K – $50K24
2020-04-07The Coca-Cola Company PurchaseSpouse$1,001 – $15K24
2020-04-07Eli Lilly and Company PurchaseSpouse$1,001 – $15K24
2020-04-07Merck & Co., Inc. PurchaseSpouse$15K – $50K24
2020-04-07NanoViricides, Inc. Sale (Full)Spouse$1,001 – $15K24
2020-04-07Palo Alto Networks, Inc. PurchaseSpouse$15K – $50K24
2020-04-07The Procter & Gamble Company PurchaseSpouse$15K – $50K24
2020-04-07The Progressive Corporation PurchaseSpouse$1,001 – $15K24
2020-04-07Prudential Financial, Inc. Sale (Partial)Spouse$100K – $250K24
2020-04-07Prudential Financial, Inc. PurchaseSpouse$100K – $250K24
2020-04-07Raytheon Technologies Corporation PurchaseSpouse$50K – $100K24
2020-04-07The TJX Companies, Inc. PurchaseSpouse$15K – $50K24
2020-04-07The Travelers Companies, Inc. Sale (Full)Spouse$15K – $50K24
2020-04-07The Travelers Companies, Inc. PurchaseSpouse$15K – $50K24
2020-04-07The Unilever Group PurchaseSpouse$15K – $50K24
2020-04-07Vulcan Materials Company PurchaseSpouse$15K – $50K24
2020-04-07Western Digital Corporation Sale (Full)Spouse$100K – $250K24
2020-04-07Oracle Corporation Sale (Full)Joint$100K – $250K24
2020-04-07KeyCorp Sale (Full)Joint$100K – $250K24
2020-04-07JD.com, Inc. Sale (Full)Joint$250K – $500K24
2020-04-07Constellation Brands, Inc. Sale (Full)Joint$100K – $250K24
2020-04-07Bank of America Corporation Sale (Full)Joint$100K – $250K24
2020-04-07Amgen Inc. Sale (Full)Joint$250K – $500K24
2020-04-07The Walt Disney Company Sale (Full)Joint$100K – $250K24
2020-04-07Lockheed Martin Corporation Sale (Full)Joint$100K – $250K24
2020-04-07DocuSign, Inc. Sale (Full)Joint$100K – $250K24
2020-04-07Sap SE Sale (Full)Joint$100K – $250K24
2020-04-07Truist Financial Corporation Sale (Full)Joint$100K – $250K24
2020-04-07Lowe's Companies, Inc. Sale (Full)Joint$250K – $500K24
2020-04-07FedEx Corporation Sale (Full)Joint$100K – $250K24
2020-04-07Mondelez International, Inc. Sale (Full)Joint$100K – $250K24
2020-04-07AT&T Inc. Sale (Full)Joint$100K – $250K24
2020-04-07Kinder Morgan, Inc. Sale (Full)Joint$100K – $250K24
2020-04-07PayPal Holdings, Inc. Sale (Full)Joint$100K – $250K24
2020-04-07Walmart Inc. Sale (Full)Joint$100K – $250K24
2020-04-07Cisco Systems, Inc. Sale (Full)Joint$100K – $250K24
2020-04-07Prudential Financial, Inc. Sale (Full)Joint$50K – $100K24
2020-04-07Citigroup Inc. Sale (Full)Joint$100K – $250K24
2020-04-07Apple Inc. Sale (Full)Joint$250K – $500K24
2020-04-07Pfizer Inc. Sale (Full)Joint$100K – $250K24
2020-04-07Citrix Systems, Inc. Sale (Full)Joint$100K – $250K24
2020-04-07Verizon Communications Inc. Sale (Full)Joint$250K – $500K24
2020-04-07eBay Inc. Sale (Full)Joint$100K – $250K24
2020-04-07Marathon Petroleum Corporation Sale (Full)Joint$100K – $250K24
2020-04-07AGCO Corporation Sale (Full)Joint$50K – $100K24
2020-04-03Raytheon Company (Exchanged) Raytheon Technologies Corporation (Received) ExchangeJoint$100K – $250K28
2020-03-31The Travelers Companies, Inc. PurchaseSpouse$15K – $50K31
2020-03-27American International Group, Inc. PurchaseSpouse$1,001 – $15K35
2020-03-20Cardinal Health, Inc. PurchaseSpouse$100K – $250K42
2020-03-20The Hartford Financial Services Group, Inc. PurchaseSpouse$100K – $250K42
2020-03-20Assurant, Inc. PurchaseSpouse$1,001 – $15K42
2020-03-20Delta Air Lines, Inc. PurchaseSpouse$50K – $100K42
2020-03-20Chevron Corporation PurchaseSpouse$50K – $100K42
2020-03-20Prudential Financial, Inc. PurchaseSpouse$100K – $250K42
2020-03-20Archer-Daniels-Midland Company PurchaseSpouse$100K – $250K42
2020-03-20Cisco Systems, Inc. PurchaseSpouse$50K – $100K42
2020-03-20Crane Co. PurchaseSpouse$100K – $250K42
2020-03-20Emerson Electric Co. PurchaseSpouse$250K – $500K42
2020-03-20Kellogg Company PurchaseSpouse$100K – $250K42
2020-03-20Western Digital Corporation PurchaseSpouse$100K – $250K42
2020-03-19Microsoft Corporation PurchaseJoint$15K – $50K43
2020-03-19CME Group Inc. PurchaseJoint$50K – $100K43
2020-03-18SPDR Gold Shares (GLD) PurchaseJoint$15K – $50Kannual
2020-03-18TransDigm Group Incorporated Sale (Full)Joint$15K – $50K44
2020-03-18Archer-Daniels-Midland Company Sale (Full)Spouse$15K – $50K44
2020-03-18Assurant, Inc. PurchaseSpouse$250K – $500K44
2020-03-17VanEck Vectors Gold Miners ETF (GDX) Sale (Partial)Joint$100K – $250Kannual
2020-03-17TransDigm Group Incorporated Sale (Partial)Joint$50K – $100K45
2020-03-17Dollar General Corporation Sale (Partial)Joint$1,001 – $15K45
2020-03-17Delta Air Lines, Inc. PurchaseSpouse$50K – $100K45
2020-03-17Prudential Financial, Inc. PurchaseSpouse$15K – $50K45
2020-03-16SPDR S&P 500 ETF Trust (SPY) Sale (Full)Joint$500K – $1.0Mannual
2020-03-16Financial Select Sector SPDR Fund (XLF) Sale (Full)Joint$100K – $250Kannual
2020-03-16iShares China Large-Cap ETF (FXI) Sale (Partial)Joint$50K – $100Kannual
2020-03-16Xtrackers Harvest CSI 300 China A-Shares ETF (ASHR) Sale (Full)Joint$50K – $100Kannual
2020-03-16CME Group Inc. Sale (Partial)Joint$15K – $50K46
2020-03-16Fidelity National Information Services, Inc. Sale (Partial)Joint$1,001 – $15K46
2020-03-16Automatic Data Processing, Inc. Sale (Partial)Joint$1,001 – $15K46
2020-03-16Chevron Corporation PurchaseSpouse$100K – $250K46
2020-03-16American International Group, Inc. PurchaseSpouse$50K – $100K46
2020-03-13VanEck Vectors Gold Miners ETF (GDX) PurchaseJoint$100K – $250Kannual
2020-03-13SPDR S&P 500 ETF Trust (SPY) PurchaseJoint$100K – $250Kannual
2020-03-13Financial Select Sector SPDR Fund (XLF) PurchaseJoint$100K – $250Kannual
2020-03-13Xtrackers Harvest CSI 300 China A-Shares ETF (ASHR) PurchaseJoint$50K – $100Kannual
2020-03-13Cisco Systems, Inc. PurchaseSpouse$100K – $250K49
2020-03-12Dollar General Corporation Sale (Partial)Joint$50K – $100K50
2020-03-12Prudential Financial, Inc. PurchaseSpouse$15K – $50K19
2020-03-11Booking Holdings Inc. Sale (Full)Joint$1,001 – $15K20
2020-03-11Intercontinental Exchange, Inc. Sale (Partial)Self$5.0M – $25.0M20
2020-03-11Intercontinental Exchange, Inc. Sale (Partial)Spouse$5.0M – $25.0M20
2020-03-10iShares 20+ Year Treasury Bond ETF (TLT) Sale (Full)Joint$100K – $250Kannual
2020-03-10Booking Holdings Inc. Sale (Partial)Joint$15K – $50K21
2020-03-09The Hartford Financial Services Group, Inc. Sale (Full)Spouse$1,001 – $15K22
2020-03-09Crane Co. Sale (Full)Spouse$15K – $50K22
2020-03-09Emerson Electric Co. Sale (Full)Spouse$1,001 – $15K22
2020-03-09Assurant, Inc. Sale (Full)Spouse$15K – $50K22
2020-03-09DuPont de Nemours, Inc. PurchaseSpouse$1,001 – $15K22

Financial disclosures

17 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 19, 2021New Filer Report for (Amendment 1)805
May 19, 2021Termination Report for 01/19/2021131
Apr 6, 2021Termination Report for 2021 Due Date Extension 20
Jan 20, 2021Termination Report for 2021 Due Date Extension 10
Oct 16, 2020Periodic Transaction Report for 10/16/20202
Aug 21, 2020Periodic Transaction Report for 08/21/20201
May 22, 2020Periodic Transaction Report for 05/22/20203
May 1, 2020New Filer Report for 01/06/2020804
May 1, 2020Periodic Transaction Report for 02/07/2020 (Amendment 2)20
May 1, 2020Periodic Transaction Report for 03/12/2020 (Amendment 1)25
May 1, 2020Periodic Transaction Report for 03/31/2020 (Amendment 1)42
May 1, 2020Periodic Transaction Report for 05/01/2020181
Mar 31, 2020Periodic Transaction Report for 03/31/202042
Mar 31, 2020Periodic Transaction Report for 03/31/20205
Mar 12, 2020Periodic Transaction Report for 02/07/2020 (Amendment 1)22
Mar 12, 2020Periodic Transaction Report for 03/12/202025
Feb 7, 2020Periodic Transaction Report for 02/07/202022