Joe Manchin, III I

Independent senator from West Virginia (former), serving since Nov 15, 2010.

Among all 100 senators

Each dot is a senator; III is the ringed one. Hover or tap a dot for who it is.

Raised

Their campaign's receipts in its latest two-year period (FEC); a log scale

Votes with their party

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

Missed votes

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

Lobbyists' giving

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

Money from out of state

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

Bills sponsored

In the 119th Congress (Congress.gov)

Voting record

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

Where their campaign money comes from

Individuals
PACs
Parties
Candidate's own money
Other

2023–24

$3.0M

2021–22

$8.2M

See the data

Period	Raised	Individuals	PACs	Parties	Own money	Spent	Cash	Outside for	Outside against
2023–24	$2,997,446	$718,032	$392,500	$0	$0	$4,062,595	$8,472,361	$0	$0
2021–22	$8,181,291	$6,745,729	$1,317,726	$0	$0	$1,103,842	$9,537,510	$359,890	$10,150

FEC totals through Dec 31, 2024.

Who gives to them

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

From West Virginia
From out of state

2023–24

$704K

2021–22

$6.5M

Where it came from

Less
More
Their state

Their donors' employers

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

RYAN LLC

$80K

ENTERPRISE PRODUCTS

$74K

ENERGY TRANSFER

$70K

BLACKSTONE

$44K

CAPITAL GROUP

$43K

WCAS

$39K

NEXTERA ENERGY

$31K

HANOVER COMPANY

$29K

LIGHTSTONE GROUP

$26K

SEMPRA

$26K

CHARTER COMMUNICATIONS

$25K

CONOCOPHILLIPS

$20K

The largest donors, and the numbers

Period	Itemized	Contributions	From WV	Retired donors
2023–24	$703,942	545	2%	9%
2021–22	$6,533,677	4,027	2%	9%

Donor	Where	Employer, occupation	Total
MARSHALL, BEN	HOUSTON, TX	VITOL INC, PRESIDENT	$18,200
SCHNUCK, CRAIG	SAINT LOUIS, MO	RETIRED, RETIRED	$18,000
MCCLAIN, MARK	AUSTIN, TX	SAILPOINT, CEO	$13,700
MAYER, TONY	DENVER, CO	CAPTIVA RESOURCES, FOUNDER	$12,600
SIGAL, SANDY	WOODLAND HILLS, CA	NEWMARK MERRILL COMPANIES, SHOPPING CENTER OWNER	$12,600
PENDER, ROBERT	FALLS CHURCH, VA	VENTURE GLOBAL PARTNERS, MANAGING PARTNER	$12,400
BOWDEN, JEB	HOUSTON, TX	HANOVER COMPANY, REAL ESTATE DEVELOPER	$11,600
BOWDEN, LANE	HOUSTON, TX	SELF-EMPLOYED, PHILANTHROPIST	$11,600
LOWENSTEIN, GLENN	HOUSTON, TX	STABLEWOOD PROPERTIES, REAL ESTATE	$11,600
LOWENSTEIN, NICOLE	HOUSTON, TX	NOT EMPLOYED, NOT EMPLOYED	$11,600
MCLEAN, SUZZY	LOS ALTOS, CA	MAISON DIGITAL, MARKETING	$11,600
ROGERS, DAVID	NEW YORK, NY	EXECUTIVE COACH, FOUNDER AND CEO	$11,600
SCULLEY, DIANE	PALM BEACH, FL	NOT EMPLOYED, NOT EMPLOYED	$11,600
SINCLAIR, DONALD	HOUSTON, TX	WESTERN GAS PARTNERS LP, PRESIDENT	$11,600
KEEN, ALLAN	WINTER PARK, FL	THE KEEWIN REAL PROPERTY CO, REAL ESTATE	$11,400
GOODMAN, MURRAY	PALM BEACH, FL	THE GOODMAN COMPANY, CHAIRMAN	$10,800
HOLLAND, LAWIS	STUART, FL	AB MTG, EXEC	$10,000
RUBY, JEFF	CINCINNATI, OH	JEFF RUBY CULINARY ENTERTAINMENT, FOUNDER	$10,000
KNOX, JACK	DALLAS, TX	SELF, INVESTOR	$8,800
TATE, CHARLES	HOUSTON, TX	SELF-EMPLOYED, HOSPITALITY MANAGEMENT	$8,800
KENNEDY, JAMES	ATLANTA, GA	COX ENTERPRISES, INC., CHAIRMAN OF THE BOARD	$8,700
MISCHER, WALTER M.	HOUSTON, TX	MISCHER INVESTMENTS, REAL ESTATE	$8,700
STUART, ALEXANDER	LAKE FOREST, IL	NORTH STAR INVESTMENTS, INVESTMENT MANAGEMENT	$8,700
KING, JAMES D	NORTHBROOK, IL	FIVE CROWNS CAPITAL, REAL ESTATE	$8,300
FERBER, PAUL	PONTE VEDRA BEACH, FL	THE FERBER COMPANY, REAL ESTATE DEVELOPMENT	$7,500

Their biggest PAC and party givers

INTERNATIONAL FRANCHISE ASSOCIATION

$10K

GENESIS HEALTHCARE INC.

$10K

COTERRA ENERGY INC. POLITICAL ACTION COMMITTEE

$10K

CNX RESOURCES CORPORATION

$10K

THE WILLIAMS COMPANIES, INC.

$9,000

MAYNARD COOPER & GALE

$9,000

DIVERSIFED GAS & OIL CORPORATION PAC

$8,299

MICHAEL BEST POLITICAL ACTION COMMITTEE

$7,975

SIDLEY AUSTIN LLP GOOD GOVERNMENT FUND

$7,500

NATIONAL RESTAURANT ASSOCIATION PAC (RESTAURANT PAC)

$7,500

All 25

Committee	Connected organization	Total	Gifts
INTERNATIONAL FRANCHISE ASSOCIATION FRANCHISING POLITICAL ACTION COMMITTEE INC	INTERNATIONAL FRANCHISE ASSOCIATION	$10,000	2
GENESIS HEALTHCARE INC PAC	GENESIS HEALTHCARE INC.	$10,000	1
COTERRA ENERGY INC. POLITICAL ACTION COMMITTEE		$10,000	2
CNX RESOURCES CORPORATION POLITICAL ACTION COMMITTEE (CNX PAC)	CNX RESOURCES CORPORATION	$10,000	2
THE WILLIAMS COMPANIES, INC. POLITICAL ACTION COMMITTEE	THE WILLIAMS COMPANIES, INC.	$9,000	2
MAYNARD COOPER & GALE PC PAC	MAYNARD COOPER & GALE	$9,000	2
DIVERSIFED GAS & OIL CORPORATION PAC		$8,299	5
MICHAEL BEST POLITICAL ACTION COMMITTEE	NONE	$7,975	3
SIDLEY AUSTIN LLP GOOD GOVERNMENT FUND	NONE	$7,500	2
NATIONAL RESTAURANT ASSOCIATION PAC (RESTAURANT PAC)		$7,500	5
DOMINION ENERGY, INC. POLITICAL ACTION COMMITTEE - DOMINION PAC	DOMINION ENERGY, INC.	$7,500	3
BECHTEL GROUP, INC. POLITICAL ACTION COMMITTEE (BECHTEL POLITICAL ACTION COMMITTEE)	BECHTEL	$7,500	2
AT&T INC. EMPLOYEE FEDERAL POLITICAL ACTION COMMITTEE (AT&T EMPLOYEE FEDERAL PAC)	AT&T INC.	$7,500	2
THE HARTFORD FINANCIAL SERVICES GROUP, INC. FEDERAL PAC (AKA HARTFORD ADVOCATES FEDERAL FUND)	THE HARTFORD FINANCIAL SERVICES GROUP, INC. PAC (AKA THE HARTFORD ADVOCATES FUND)	$6,500	3
NUCLEAR ENERGY INSTITUTE FEDERAL POLITICAL ACTION COMMITTEE	NUCLEAR ENERGY INSTITUTE	$6,500	3
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION AMERICA'S ELECTRIC COOPERATIVES PAC	NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION (NRECA)	$6,000	4
NATIONAL ASSOCIATION OF BENEFITS AND INSURANCE PROFESSIONALS PAC (NABIP PAC)	NATIONAL ASSOCIATION OF BENEFITS AND INSURANCE PROFESSIONALS	$6,000	10
NATIONAL ALLIANCE OF FOREST OWNERS POLITICAL ACTION COMMITTEE (NAFO PAC)	NATIONAL ALLIANCE OF FOREST OWNERS	$6,000	2
LOCKHEED MARTIN CORPORATION EMPLOYEES' POLITICAL ACTION COMMITTEE	LOCKHEED MARTIN CORPORATION	$6,000	5
EXELON CORPORATION POLITICAL ACTION COMMITTEE	EXELON CORPORATION	$6,000	3
BALCH AND BINGHAM LLP FEDERAL POLITICAL COMMITTEE	NONE	$6,000	3
AMERICAN SPORTFISHING ASSOCIATION POLITICAL ACTION COMMITTEE	AMERICAN SPORTFISHING ASSOCIATION	$6,000	2
HF SINCLAIR POLITICAL ACTION COMMITTEE (DINO PAC)	HF SINCLAIR CORPORATION	$5,800	2
CLEARWAY ENERGY GROUP LLC PAC		$5,800	3
ENTERPRISE PRODUCTS PARTNERS L.P. POLITICAL ACTION COMMITTEE	NONE	$5,500	2

Outside spending for and against them

Against them
For them

All of it

$370K

Who spent it

UA UNION PLUMBERS & PIPEFITTERS VOTE! PAC (UNITED ASSOCIATION OF JOURNEYMEN AND APPRENTICES OF THE PLUMBING & PIPEFITTING INDUSTRY OF THE UNITED STATES AND CANADA)

$353K

PRESSURE PAC

$5,750

VOTE BLUE MAJORITY

$5,150

NO EXCUSES PAC

$3,650

VOTE LOCAL VOTE BLUE

$1,750

WOMEN SPEAK OUT PAC

$604

See the data

Spender	For or against	Total	Reports
UA UNION PLUMBERS & PIPEFITTERS VOTE! PAC (UNITED ASSOCIATION OF JOURNEYMEN AND APPRENTICES OF THE PLUMBING & PIPEFITTING INDUSTRY OF THE UNITED STATES AND CANADA)	for	$353,136	1
VOTE BLUE MAJORITY	for	$5,150	2
PRESSURE PAC	against	$4,750	3
NO EXCUSES PAC	against	$3,650	1
VOTE LOCAL VOTE BLUE	against	$1,750	1
PRESSURE PAC	for	$1,000	1
WOMEN SPEAK OUT PAC	for	$604	3

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).

DOMINION ENERGY, INC.

$33K

BROWNSTEIN HYATT FARBER SCHRECK, LLP

$32K

INTUIT, INC. AND AFFILIATES (FORMERLY INTUIT, INC.)

$25K

MICHAEL BEST STRATEGIES LLC

$24K

AT&T SERVICES, INC. AND ITS AFFILIATES

$23K

SOUTHERN COMPANY

$21K

NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION (NRECA)

$21K

LOCKHEED MARTIN CORPORATION

$21K

REAL ESTATE ROUNDTABLE

$20K

PINNACLE WEST CAPITAL CORPORATION

$20K

All 25

Registrant	Total	Items	First	Latest
DOMINION ENERGY, INC.	$32,500	9	Jan 6, 2021	Jun 21, 2022
BROWNSTEIN HYATT FARBER SCHRECK, LLP	$32,310	17	Jan 27, 2022	Aug 11, 2023
INTUIT, INC. AND AFFILIATES (FORMERLY INTUIT, INC.)	$25,000	1	Jan 27, 2021	Jan 27, 2021
MICHAEL BEST STRATEGIES LLC	$23,600	6	Sep 29, 2021	Oct 6, 2021
AT&T SERVICES, INC. AND ITS AFFILIATES	$22,500	6	May 10, 2021	Oct 28, 2022
SOUTHERN COMPANY	$21,000	8	Jun 23, 2021	Sep 21, 2023
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION (NRECA)	$21,000	5	Dec 9, 2021	May 16, 2023
LOCKHEED MARTIN CORPORATION	$21,000	8	Nov 17, 2021	Oct 20, 2023
REAL ESTATE ROUNDTABLE	$20,000	4	Apr 26, 2021	Jun 8, 2023
PINNACLE WEST CAPITAL CORPORATION	$20,000	6	May 17, 2021	Nov 17, 2023
K&L GATES, LLP	$20,000	20	May 16, 2022	Sep 22, 2022
EQT CORPORATION	$20,000	5	Aug 4, 2021	Sep 29, 2023
AMERICAN DENTAL ASSOCIATION	$20,000	5	Oct 8, 2021	Nov 4, 2024
AMERICAN CLEAN POWER ASSOCIATION	$20,000	4	Dec 14, 2021	Oct 11, 2023
TRANSCANADA PIPELINES, LTD	$18,000	7	May 19, 2021	Sep 18, 2023
HOGAN LOVELLS CADWALADER US LLP (FKA HOGAN LOVELLS US LLP)	$17,888	9	Oct 18, 2021	Dec 30, 2021
NATIONAL RESTAURANT ASSOCIATION	$17,500	5	Jul 15, 2021	Mar 6, 2024
BAKER DONELSON BEARMAN CALDWELL & BERKOWITZ	$17,200	6	Mar 29, 2021	Apr 25, 2023
NUCOR CORPORATION	$17,000	6	Mar 24, 2021	Sep 6, 2022
CONSUMER BANKERS ASSOCIATION	$17,000	4	Feb 16, 2022	Oct 4, 2023
PACIFIC GAS AND ELECTRIC COMPANY	$15,500	5	Jun 14, 2021	Oct 26, 2023
VISA INC.	$15,000	3	Sep 30, 2021	Oct 24, 2022
UNITEDHEALTH GROUP, INC.	$15,000	3	Oct 28, 2021	Feb 21, 2023
THE CAPITAL GROUP COMPANIES, INC. AND ITS AFFILIATES	$15,000	4	Mar 16, 2021	Sep 30, 2022
NEW YORK LIFE INSURANCE COMPANY	$15,000	3	Aug 11, 2021	Dec 8, 2021

How they've voted lately

Nothing on record.

What they sponsor bills about

118th Congress: 57 sponsored, 0 became law · 117th Congress: 55 sponsored, 0 became law

Health

International Affairs

Armed Forces and National Security

Public Lands and Natural Resources

Energy

Congress

Environmental Protection

Education

Their bills

Bill	Latest action
S. 5575 A bill to designate the Patsye Crites Forest.	Dec 18, 2024 Held at the desk.
S. 5455 Hershel ‘Woody’ Williams State Committal Shelter Act of 2024	Dec 9, 2024 Read twice and referred to the Committee on Veterans' Affairs.
S.Res. 920 A resolution designating November 2024 as "National Homeless Children and Youth Awareness Month".	Dec 3, 2024 Submitted in the Senate, considered, and agreed to without amendment and with a preamble by Unanimous Consent.
S. 5400 Improving Access to Emergency Medical Services Act	Nov 21, 2024 Read twice and referred to the Committee on Finance.
S. 5225 RESILIENCE Act	Sep 25, 2024 Read twice and referred to the Committee on Homeland Security and Governmental Affairs.
S.Res. 852 A resolution designating October 20, 2024, as "National Early Childhood Literacy Awareness Day".	Sep 24, 2024 Submitted in the Senate, considered, and agreed to without amendment and with a preamble by Unanimous Consent.
S.Res. 841 A resolution designating September 2024 as "National Childhood Cancer Awareness Month".	Sep 23, 2024 Submitted in the Senate, considered, and agreed to without amendment and with a preamble by Unanimous Consent.
S. 4948 A bill to require the Secretary of Commerce to establish a grant program to foster enhanced coexistence between ocean us	Aug 1, 2024 Read twice and referred to the Committee on Commerce, Science, and Transportation.
S. 4753 Energy Permitting Reform Act of 2024	Dec 19, 2024 Placed on Senate Legislative Calendar under General Orders. Calendar No. 756.
S. 4664 Department of Energy AI Act	Nov 21, 2024 Placed on Senate Legislative Calendar under General Orders. Calendar No. 631.
S.J.Res. 99 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule s	Jun 18, 2024 Read twice and referred to the Committee on Environment and Public Works.
S. 4438 Transferring Illicit Assets to Ukraine Act of 2024	Jun 3, 2024 Read twice and referred to the Committee on Foreign Relations.
S.J.Res. 87 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule s	May 16, 2024 Read twice and referred to the Committee on Finance.
S.Res. 661 A resolution designating the week of April 15 through April 21, 2024, as "National Osteopathic Medicine Week".	Apr 23, 2024 Submitted in the Senate, considered, and agreed to without amendment and with a preamble by Unanimous Consent.
S. 4101 PEAKS Act	Apr 10, 2024 Read twice and referred to the Committee on Finance.
S.Res. 611 A resolution expressing support for the designation of March 22, 2024, as "National Inland Waterways Workers Safety Awar	Mar 21, 2024 Submitted in the Senate, considered, and agreed to without amendment and with a preamble by Unanimous Consent.
S.Res. 615 A resolution designating April 5, 2024, as "Gold Star Wives Day".	Mar 21, 2024 Submitted in the Senate, considered, and agreed to without amendment and with a preamble by Unanimous Consent.
S. 3895 Informed Lawmaking to Combat Inflation Act	Mar 7, 2024 Read twice and referred to the Committee on the Budget.
S. 3519 Tyler’s Law	Dec 14, 2023 Read twice and referred to the Committee on Health, Education, Labor, and Pensions.
S. 3524 SMARTER Debt Act	Dec 14, 2023 Read twice and referred to the Committee on Health, Education, Labor, and Pensions.
S.Res. 484 A resolution condemning the terrorist organization Hamas.	Dec 5, 2023 Referred to the Committee on Foreign Relations. (text: CR S5761)
S.Res. 479 A resolution designating November 2023 as "National Homeless Children and Youth Awareness Month".	Nov 29, 2023 Submitted in the Senate, considered, and agreed to without amendment and with a preamble by Unanimous Consent.
S. 3262 Fiscal Stability Act of 2023	Nov 29, 2023 Hearings Held Prior to Referral.
S.J.Res. 48 Compact of Free Association Amendments Act of 2023	Nov 2, 2023 Read twice and referred to the Committee on Energy and Natural Resources.
S.Res. 430 A resolution designating October 20, 2023, as "National Early Childhood Literacy Awareness Day".	Oct 25, 2023 Submitted in the Senate, considered, and agreed to without amendment and with a preamble by Unanimous Consent.

Congress	Sponsored	Became law	Cosponsored
118th	57	0	259
117th	55	0	209

20 former staff now lobbying

CLAYTON HAYES

KOUNTOUPES DENHAM CARR & REID, LLC

21 clients

JONATHAN KOTT

CAPITOL COUNSEL LLC

20 clients

THOMAS LUCAS

CROSSROADS STRATEGIES, LLC

14 clients

MATTHEW ZIEGMAN

BARNES & THORNBURG, LLP

12 clients

PERRIN BROWN

SQUIRE PATTON BOGGS

9 clients

GRANT HERRING

LIBERTY PARTNERS GROUP, LLC

7 clients

JAMES KUNGEL

ACORN CONSULTING

7 clients

CAMERON NELSON

NATIONAL MARINE MANUFACTURERS ASSOCIATION

1 client

CLAYTON CRABTREE

NATIONAL MARINE MANUFACTURERS ASSOCIATION

1 client

AUDREY SMITH

AMERICAN HOSPITAL ASSOCIATION

1 client

JUSTIN FOLSOM

SOUTHERN COMPANY

1 client

KEVIN CARSON

SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION

1 client

LANCE WEST

COMCAST CORPORATION

1 client

DEVIN SEARS

LYONDELL CHEMICAL COMPANY

1 client

JENELL BIGGS SMOLOVA

UNIVERSITY OF ARIZONA

1 client

DEVIN SEARS

UNILEVER UNITED STATES, INC.

1 client

PAUL HUTTON

VOLANSI, INC.

1 client

PAUL HUTTON

MERCURY SYSTEMS, INC.

1 client

BRIDGET HOGAN

JPMORGAN CHASE HOLDINGS LLC

1 client

LEIGH MAIDEN

ANDURIL INDUSTRIES, INC.

1 client

See the data

Lobbyist	Former position, as they list it	Firms	Clients	Years
CLAYTON HAYES	Chief of Staff, Legislative Director - Sen. Joe Manchin, D-WV; Deputy Legislative Director, Legislative Assistant - Sen. Evan Bayh, D-IN; Staff Director - Senate Democratic Steering and Outreach Committee.	KOUNTOUPES DENHAM CARR & REID, LLC	21	2021–2024
JONATHAN KOTT	Sr. Advisor & Communications Dir., Sen. Joe Manchin; Sr. Advisor & Communications Dir., Sen. Chris Coons; Press Sec., Rep. Brad Ellsworth; Press Sec., Rep. Anthony Weiner; Speechwriter, Sen. Evan Bayh; Public Affrs. Spec., Ofc. of the Director, OPM.	CAPITOL COUNSEL LLC	20	2021–2025
THOMAS LUCAS	Legislative Assistant, Legislative Aide, Legislative Correspondent, Staff Assistant: Senator Joe Manchin III	CROSSROADS STRATEGIES, LLC	14	2021
MATTHEW ZIEGMAN	Staff, Sen. Manchin; Staff, Rep. Krishamoorthi	BARNES & THORNBURG, LLP	12	2022–2026
PERRIN BROWN	Aug. 2016-Dec. 2016, Press Intern to Sen. Joe Manchin	SQUIRE PATTON BOGGS	9	2021–2022
GRANT HERRING	Communications Director; Senator Joe Manchin	LIBERTY PARTNERS GROUP, LLC	7	2022–2026
JAMES KUNGEL	Chief of Staff, Senator Joe Manchin	ACORN CONSULTING	7	2025–2026
CAMERON NELSON	Staff Assistant, Sen. Joe Manchin; Research Assistant, Senate Energy and Natural Resources Committee	NATIONAL MARINE MANUFACTURERS ASSOCIATION	1	2026
CLAYTON CRABTREE	Legislative aid for Senator Joe Manchin	NATIONAL MARINE MANUFACTURERS ASSOCIATION	1	2021–2025
AUDREY SMITH	Legislative Assistant 8/1/2012 - 4/10/2015;U.S. House of Representatives Office of Congressman David B. McKinley. Deputy Legislative Director, 2/12/2019 - 1/02/2025; U.S. Senate Office of Senator Joe Manchin.	AMERICAN HOSPITAL ASSOCIATION	1	2025
JUSTIN FOLSOM	Legislative Director, Senator Joe Manchin (WV)	SOUTHERN COMPANY	1	2025
KEVIN CARSON	SEC (Chief Counsel in the Office of Legislative and Intergovernmental Affairs); Sen Manchin (Chief Counsel/Legislative Assistant); Rep. Beatty (Legislative Assistant and Counsel)	SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION	1	2024
LANCE WEST	Sen. Manchin, Dep Scheduler, 2013-2014; Sen. Manchin, Leg Correspondent, 2014-2015; Sen. Manchin, Leg Aid, 2015; Sen. Manchin, Leg Asst, 2015-2018; Dep Staff Dir, Cmte on Energy and Natural Resources, 2019; Sen. Manchin, CoS, 2019-2023	COMCAST CORPORATION	1	2024
DEVIN SEARS	Staff Assistant, Senator Joe Manchin,2013	LYONDELL CHEMICAL COMPANY	1	2023
JENELL BIGGS SMOLOVA	Sen Manchin, Energy and Commerce, and Sen Mark Kelly; Rep Ciscomani	UNIVERSITY OF ARIZONA	1	2023
DEVIN SEARS	Staff Assistant, Sen. Joe Manchin (2013); Intern, Sen. Joe Manchin (2012)	UNILEVER UNITED STATES, INC.	1	2021–2022
PAUL HUTTON	LC Sen John McCain; Research Asst., Senate Armed Services Cmte.; Professional Staff Member, Senate Armed Services Cmte; Military LA, Sen. John McCain; Sr. Policy Advisor, Sen. Manchin; Prof Staff, Senate Appropriations Cmte.	VOLANSI, INC.	1	2021–2022
PAUL HUTTON	LC Sen. John McCain; Research Assistant, Senate Armed Services Committee; Professional Staff Member, Senate Armed Services Committee; Military LA, Sen. John McCain; Senior Policy Advisor, Sen. Joe Manchin; Prof Staff, Senate Appropriations Committee	MERCURY SYSTEMS, INC.	1	2022
BRIDGET HOGAN	Sen. Joe Manchin, Legislative Correspondent, Rep. Mike Quigley, Legislative Assistant, Rep. Sean Casten, Legislative Director	JPMORGAN CHASE HOLDINGS LLC	1	2022
LEIGH MAIDEN	Legislative Director, Rep. Filemon Vela; Legislative Assistant, Rep. Jim Langevin; Legislative Correspondent, Sen. Joe Manchin; Congressional Intern, Sen. Jay Rockefeller, Sen. Bill Nelson	ANDURIL INDUSTRIES, INC.	1	2021

Holdings and trades

$4.8M – $13.6Mnet worth, 2025 report

215trades on their reports

0 of 8trades reported after 45 days

24 daystypical time to report a trade

1reports 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.

Largest holdings, 2025 report

Enersystems, Inc.

Corporate Securities · Self

$1.0M+

Joseph Manchin III Qualified Blind Trust

Trust · Self

$500K+

MVBF - MVB Financial Corp. (OTC Markets)

Corporate Securities · Spouse

$500K+

Huntington Banks

Bank Deposit · Self

$250K+

Real Estate in Fairmont, WV

Real Estate · Self · in Manchin Enterprises

$250K+

Flourish FInancial LLC

Bank Deposit · Spouse

$250K+

DFUS - Dimensional U.S. Equity ETF

Mutual Funds · Self · in Fidelity Individual Account

$100K+

DFAS - Dimensional U.S. Small Cap ETF

Mutual Funds · Self · in Fidelity Individual Account

$100K+

DFAT - Dimensional U.S. Targeted Value ETF

Mutual Funds · Self · in Fidelity Individual Account

$100K+

DFUV - Dimensional US Marketwide Value ETF

Mutual Funds · Self · in Fidelity Individual Account

$100K+

Merrick Bank South Jordan UT CD 3.80% 9/20/2030

Bank Deposit · Self · in Fidelity Individual Account

$100K+

Univest Natl Bk 4.50% CD FDIC Ins Due 6/21/2028

Bank Deposit · Self · in Fidelity SEP IRA

$100K+

Their 25 largest holdings, as a table

Asset	Kind	Owner	Value	Income
Enersystems, Inc.	Corporate Securities	Self	$1.0M – $5.0M	Dividends, Interest, Other (Ordinary business income): $100K – $1.0M
Joseph Manchin III Qualified Blind Trust	Trust	Self	$500K – $1.0M	Qualified Blind Trust: $15K – $50K
MVBF - MVB Financial Corp. (OTC Markets)	Corporate Securities	Spouse	$500K – $1.0M	Dividends: $15K – $50K
Huntington Banks	Bank Deposit	Self	$250K – $500K	Interest: $5,001 – $15K
Real Estate in Fairmont, WV in Manchin Enterprises	Real Estate	Self	$250K – $500K	Rent/Royalties: $2,501 – $5,000
Flourish FInancial LLC	Bank Deposit	Spouse	$250K – $500K	Interest: $15K – $50K
DFUS - Dimensional U.S. Equity ETF in Fidelity Individual Account	Mutual Funds	Self	$100K – $250K	Excepted Investment Fund: $1,001 – $2,500
DFAS - Dimensional U.S. Small Cap ETF in Fidelity Individual Account	Mutual Funds	Self	$100K – $250K	Excepted Investment Fund: $1,001 – $2,500
DFAT - Dimensional U.S. Targeted Value ETF in Fidelity Individual Account	Mutual Funds	Self	$100K – $250K	Excepted Investment Fund: $1,001 – $2,500
DFUV - Dimensional US Marketwide Value ETF in Fidelity Individual Account	Mutual Funds	Self	$100K – $250K	Excepted Investment Fund: $2,501 – $5,000
Merrick Bank South Jordan UT CD 3.80% 9/20/2030 in Fidelity Individual Account	Bank Deposit	Self	$100K – $250K	Interest: $1,001 – $2,500
Univest Natl Bk 4.50% CD FDIC Ins Due 6/21/2028 in Fidelity SEP IRA	Bank Deposit	Self	$100K – $250K	Interest: $5,001 – $15K
Discover Bk Greenwood DE 4.60% 10/25/2027 in Fidelity Traditional IRA	Bank Deposit	Self	$100K – $250K	Interest: $5,001 – $15K
Prudential Life Insurance Whole Life Policy Cash Value	Life Insurance	Self	$100K – $250K	None: $0 – $200
Farmington Resources, Inc. - Common Stock	Corporate Securities	Self	$100K – $250K	None, Dividends: $0 – $200
House Boat in Country Roads Marine, LLC	Personal Property	Joint	$100K – $250K	None: $0 – $200
Huntington Banks	Bank Deposit	Joint	$50K – $100K	Interest: $0 – $200
PRU - Prudential Financial, Inc. (NYSE)	Corporate Securities	Self	$50K – $100K	Dividends: $2,501 – $5,000
DFCEX - DFA Emerging Markets Core Equity I in Fidelity Individual Account	Mutual Funds	Self	$50K – $100K	Excepted Investment Fund: $1,001 – $2,500
VGIT - Vanguard Intermediate-Term Treasury ETF in Fidelity Individual Account	Mutual Funds	Self	$50K – $100K	Excepted Investment Fund: $1,001 – $2,500
US Treasury Note 4.5% 5/15/2027 in Fidelity Individual Account	Government Securities	Self	$50K – $100K	Interest: $1,001 – $2,500
US Treasury Note 4.00% 10/31/2029 in Fidelity Individual Account	Government Securities	Self	$50K – $100K	Interest: $2,501 – $5,000
US Treasury Note 4.125% 7/31/2028 in Fidelity Individual Account	Government Securities	Self	$50K – $100K	Interest: $1,001 – $2,500
Federal Farm Cr 4.375% 3/28/2030 in Fidelity Individual Account	Government Securities	Self	$50K – $100K	Interest: $1,001 – $2,500
American Express Natl Bk 4.45% 10/20/2025 in Fidelity SEP IRA	Bank Deposit	Self	$50K – $100K	Interest: $2,501 – $5,000

Trades, month by month

Every trade on their reports by the trade's date: purchases up, sales down. Hover a month for what was traded.

Purchases
Sales

What they trade most

Vanguard Intermediate-Term Treasury ETF (VGIT)

2023–2024 · $122K – $480K

17 trades

Fidelity Short-Term Treasury Bond Index Fund (FUMBX)

2020–2023 · $415K – $1.0M

15 trades

iShares 3-7 Year Treasury Bond ETF (IEI)

2023–2024 · $23K – $170K

9 trades

DFA Emerging Markets Core Equity I (DFCEX)

2015–2021 · $106K – $290K

8 trades

Dfa Diversified Fixed Income Portfolio - Institu (DFXIX)

2021–2023 · $210K – $500K

7 trades

Dfa Two-Year Global Fixed Income Portfolio (DFGFX)

2015–2023 · $146K – $365K

6 trades

DFA Global Equity I (DGEIX)

2016–2024 · $34K – $160K

6 trades

DFA International Small Company I (DFISX)

2015–2023 · $6,006 – $90K

6 trades

West Virginia Growth Investment LLC

2016–2017 · $6,006 – $90K

6 trades

Dfa U.S. Small Cap Portfolio (DFSTX)

2016–2024 · $6,006 – $90K

6 trades

All 215 trades

Date	Asset	Trade	Owner	Amount	Days to report
2024-12-19	Vanguard Intermediate-Term Treasury ETF	Purchase	Self	$1,001 – $15K	annual
2024-12-19	Vanguard Intermediate-Term Treasury ETF	Purchase	Spouse	$1,001 – $15K	annual
2024-12-06	Vanguard Intermediate-Term Treasury ETF	Purchase	Self	$15K – $50K	annual
2024-12-06	Dfa U.S. Small Cap Portfolio	Sale (Full)	Self	$1,001 – $15K	annual
2024-12-06	Dfa Global Real Estate Securities Ptf	Sale (Full)	Self	$15K – $50K	annual
2024-12-06	iShares 3-7 Year Treasury Bond ETF	Sale (Partial)	Self	$1,001 – $15K	annual
2024-12-06	Dfa U.S. Small Cap Value Portfolio	Sale (Full)	Self	$15K – $50K	annual
2024-12-06	Vanguard Intermediate-Term Treasury ETF	Purchase	Spouse	$1,001 – $15K	annual
2024-12-06	Dimensional Global Real Estate ETF	Purchase	Spouse	$15K – $50K	annual
2024-12-06	Dimensional Investment Grp Global Eq Portf Cl I	Sale (Full)	Spouse	$15K – $50K	annual
2024-11-12	Vanguard Intermediate-Term Treasury ETF	Purchase	Self	$1,001 – $15K	annual
2024-11-12	iShares 3-7 Year Treasury Bond ETF	Purchase	Self	$1,001 – $15K	annual
2024-11-12	iShares 3-7 Year Treasury Bond ETF	Purchase	Self	$1,001 – $15K	annual
2024-10-22	Vanguard Intermediate-Term Treasury ETF	Purchase	Self	$1,001 – $15K	annual
2024-10-22	Vanguard Intermediate-Term Treasury ETF	Purchase	Self	$1,001 – $15K	annual
2024-10-03	Vanguard Intermediate-Term Treasury ETF	Purchase	Spouse	$1,001 – $15K	annual
2024-09-18	Merrick Bank South Jordan UT CD 3.80% 9/20/2030	Purchase	Self	$100K – $250K	annual
2024-09-16	Charles Schwab Ba 5.20% 9/16/2024	Sale (Full)	Self	$100K – $250K	annual
2024-07-03	iShares 3-7 Year Treasury Bond ETF	Purchase	Self	$1,001 – $15K	annual
2024-06-04	US Treasury Note 4.125% 7/31/2028	Purchase	Self	$50K – $100K	annual
2024-06-04	US Treasur Note 4.5% 5/15/2027	Purchase	Self	$50K – $100K	annual
2024-05-31	US Treasury Note 2.50% 5/31/2024	Sale (Full)	Self	$100K – $250K	annual
2024-05-01	iShares 3-7 Year Treasury Bond ETF	Purchase	Self	$1,001 – $15K	annual
2024-05-01	Vanguard Intermediate-Term Treasury ETF	Purchase	Self	$1,001 – $15K	annual
2024-03-28	Federal Farm Cr 4.375% 3/28/2030	Purchase	Self	$50K – $100K	annual
2024-03-27	Wells Fargo Bank Natl Assn CD 2.95% 3/27/2024	Sale (Full)	Self	$50K – $100K	annual
2024-03-18	US Treasury Note 4.00% 10/31/2029	Purchase	Self	$50K – $100K	annual
2024-03-15	Axos Bank 5.10% 3/15/2024	Sale (Full)	Self	$50K – $100K	annual
2024-02-14	US Treasury Note 4.00% 10/31/2029	Purchase	Self	$50K – $100K	annual
2024-02-13	Wells Fargo Bank Na Cd Mthly 3.10% 2/13/2024	Sale (Full)	Self	$50K – $100K	annual
2023-12-28	iShares 3-7 Year Treasury Bond ETF	Purchase	Self	$1,001 – $15K	annual
2023-11-28	Vanguard Intermediate-Term Treasury ETF	Purchase	Self	$1,001 – $15K	annual
2023-11-14	iShares 3-7 Year Treasury Bond ETF	Purchase	Self	$15K – $50K	annual
2023-11-13	Dfa International Small Company Portfolio	Purchase	Self	$1,001 – $15K	annual
2023-11-08	Morgan Stanley PVT BK CD 3.55% 11/8/2023	Sale (Full)	Self	$15K – $50K	annual
2023-11-07	Tomball Tex Combination Tax Rev CTFS Oblig 2022	Purchase	Self	$15K – $50K	29
2023-11-06	Synchrony Bank Draper UT CD 1.90% 11/6/2023	Sale (Full)	Self	$15K – $50K	annual
2023-09-27	Dimensional ETF Trust Dimensional International Sm	Purchase	Self	$1,001 – $15K	annual
2023-09-27	Dimensional Emerging Markets Core Equity 2 ETF	Purchase	Self	$1,001 – $15K	annual
2023-09-27	Dimensional ETF Trust Dimensional Global Real Esta	Purchase	Self	$1,001 – $15K	annual
2023-08-30	iShares 3-7 Year Treasury Bond ETF	Purchase	Self	$1,001 – $15K	annual
2023-08-30	iShares 3-7 Year Treasury Bond ETF	Purchase	Self	$1,001 – $15K	annual
2023-08-30	Vanguard Intermediate-Term Treasury ETF	Purchase	Spouse	$1,001 – $15K	annual
2023-08-25	Vanguard Intermediate-Term Treasury ETF	Sale (Full)	Self	$1,001 – $15K	annual
2023-08-25	Vanguard Intermediate-Term Treasury ETF	Sale (Partial)	Self	$15K – $50K	annual
2023-08-24	Dfa U.S. Small Cap Portfolio	Sale (Partial)	Self	$1,001 – $15K	annual
2023-08-24	Dfa U.S. Small Cap Value Portfolio	Sale (Full)	Self	$1,001 – $15K	annual
2023-08-24	Dimensional Investment Grp Global Eq Portf Cl I	Sale (Partial)	Spouse	$1,001 – $15K	annual
2023-07-05	Vanguard Intermediate-Term Treasury ETF	Purchase	Self	$15K – $50K	annual
2023-06-29	Synchrony Bank Draper UT CD 1.95% 6/29/2023	Sale (Full)	Self	$15K – $50K	annual
2023-06-21	Univest Natl Bk 4.50% CD FDIC Ins Due 6/21/2028	Purchase	Self	$100K – $250K	annual
2023-06-14	Cibc BK USA CD 4.65% 6/15/2026	Purchase	Self	$50K – $100K	annual
2023-06-07	Vanguard Intermediate-Term Treasury ETF	Purchase	Self	$15K – $50K	annual
2023-06-06	Dfa Global Real Estate Securities Ptf	Purchase	Self	$15K – $50K	annual
2023-06-06	Dfa Real Estate Securities Portfolio	Sale (Full)	Self	$15K – $50K	annual
2023-06-06	Dfa Diversified Fixed Income Portfolio - Institu	Sale (Full)	Self	$50K – $100K	annual
2023-06-06	Dfa Diversified Fixed Income Portfolio - Institu	Sale (Full)	Self	$50K – $100K	annual
2023-06-02	Discover Bank Greenwood DE CD 1.90% 6/2/2023	Sale (Full)	Self	$50K – $100K	annual
2023-05-10	Dfa International Small Company Portfolio	Purchase	Self	$1,001 – $15K	annual
2023-04-21	Dfa Real Estate Securities Portfolio	Sale (Full)	Self	$15K – $50K	annual
2023-04-21	Dfa Global Real Estate Securities Ptf	Purchase	Self	$15K – $50K	annual
2023-03-15	Axos Bank 5.10% 3/15/2024	Purchase	Self	$50K – $100K	annual
2023-03-10	Charles Schwab Ba 5.20% 9/16/2024	Purchase	Self	$100K – $250K	annual
2023-03-01	Fidelity Short-Term Treasury Bond Index Fund	Sale (Full)	Self	$50K – $100K	annual
2023-01-11	City Natl Bk Los Angeles Calif Ctf Dep 4.50% 1/13/2025	Purchase	Self	$50K – $100K	annual
2023-01-10	Vanguard Intermediate-Term Treasury ETF	Purchase	Self	$1,001 – $15K	annual
2023-01-10	Vanguard Intermediate-Term Treasury ETF	Purchase	Self	$50K – $100K	annual
2023-01-09	Fidelity Short-Term Treasury Bond Index Fund	Sale (Full)	Self	$1,001 – $15K	annual
2023-01-09	Fidelity Short-Term Treasury Bond Index Fund	Sale (Full)	Self	$50K – $100K	annual
2023-01-09	Dfa Municipal Bond Portfolio - Institutional	Sale (Full)	Self	$50K – $100K	annual
2023-01-09	Dfa Diversified Fixed Income Portfolio - Institu	Purchase	Spouse	$15K – $50K	annual
2023-01-09	Fidelity Short-Term Treasury Bond Index Fund	Sale (Full)	Spouse	$1,001 – $15K	annual
2023-01-09	Dfa Five-Year Global Fixed Income Portfolio	Sale (Full)	Spouse	$15K – $50K	annual
2023-01-09	Dfa Two-Year Global Fixed Income Portfolio	Sale (Full)	Spouse	$15K – $50K	annual
2022-12-08	Dimensional Investment Grp Global Eq Portf Cl I	Sale (Partial)	Spouse	$1,001 – $15K	annual
2022-11-17	Fidelity Short-Term Treasury Bond Index Fund	Purchase	Self	$1,001 – $15K	annual
2022-11-17	Fidelity Short-Term Treasury Bond Index Fund	Purchase	Spouse	$1,001 – $15K	annual
2022-11-03	Dfa Municipal Bond Portfolio - Institutional	Purchase	Self	$15K – $50K	annual
2022-11-03	Fidelity Short-Term Treasury Bond Index Fund	Purchase	Self	$1,001 – $15K	annual
2022-10-14	Discover Bk Greenwood DE 4.60% 10/25/2027	Purchase	Self	$100K – $250K	annual
2022-10-14	Capital One Natl Assn Mclean 4.50% 10/19/2026	Purchase	Self	$50K – $100K	annual
2022-10-14	American Express Natl Bk 4.45% 10/20/2025	Purchase	Self	$50K – $100K	annual
2022-10-13	Fidelity Short-Term Treasury Bond Index Fund	Sale (Partial)	Self	$100K – $250K	annual
2022-10-13	Fidelity Short-Term Treasury Bond Index Fund	Sale (Partial)	Self	$15K – $50K	annual
2022-10-13	Dfa Two-Year Global Fixed Income Portfolio	Sale (Full)	Self	$50K – $100K	annual
2022-09-12	American Express Centurion Bank CD 2.40% 09/12/2022	Sale (Full)	Self	$50K – $100K	annual
2022-07-01	Dfa Diversified Fixed Income Portfolio - Institu	Purchase	Self	$15K – $50K	annual
2022-07-01	Dfa Diversified Fixed Income Portfolio - Institu	Purchase	Self	$15K – $50K	annual
2022-06-17	United States Treasury Note 2.50% 5/31/2024	Purchase	Self	$100K – $250K	annual
2022-06-07	Capital One NA VA CD 2.4% 06/07/2022	Sale (Full)	Self	$50K – $100K	annual
2022-06-07	Capital One NA VA CD 2.4% 06/07/2022	Sale (Full)	Self	$15K – $50K	annual
2022-05-09	Dfa Tax-Managed U.S. Marketwide Value Portfolio (Exchanged) Dimensional US Marketwide Valu	Exchange	Self	$100K – $250K	annual
2021-12-03	Dfa Diversified Fixed Income Portfolio - Institu	Purchase	Self	$15K – $50K	annual
2021-12-03	Dfa Diversified Fixed Income Portfolio - Institu	Purchase	Self	$50K – $100K	annual
2021-11-08	Morgan Stanley PVT Bk CD 3.25% 11/8/2021	Sale (Full)	Self	$15K – $50K	annual
2021-11-01	Dfa Municipal Bond Portfolio - Institutional	Purchase	Self	$15K – $50K	annual
2021-11-01	Dimensional U.S. Equity ETF	Sale (Partial)	Self	$15K – $50K	annual
2021-09-30	Goldman Sachs Bank USA New York NY CD 2.45% 9/30/2021	Sale (Full)	Self	$50K – $100K	annual
2021-09-20	Dgeix	Sale (Partial)	Spouse	$1,001 – $15K	annual
2021-09-13	Dfa Tax-Managed Dfa International Value Portfoli (Exchanged) Dimensional International Val	Exchange	Self	$15K – $50K	annual
2021-07-27	Dfa Two-Year Global Fixed Income Portfolio	Purchase	Self	$50K – $100K	annual
2021-07-22	Goldman Sachs Bank USA New York NY CD 2.50% 7/22/2021	Sale (Full)	Self	$50K – $100K	annual
2021-06-14	Dfa Tax Managed U.S. Small Cap Portfolio (Exchanged) Dimensional U.S. Small Cap ETF (Recei	Exchange	Self	$100K – $250K	annual
2021-06-14	Dfa Tax-Managed U.S. Targeted Value Portfolio (Exchanged) Dimensional U.S. Targeted Value	Exchange	Self	$100K – $250K	annual
2021-06-14	Dfa Tax-Managed U.S. Equity Portfolio (Exchanged) Dimensional U.S. Equity ETF (Received)	Exchange	Self	$100K – $250K	annual
2021-03-31	Fidelity Short-Term Treasury Bond Index Fund	Purchase	Self	$15K – $50K	annual
2021-03-31	Dfa Tax-Managed U.S. Marketwide Value Portfolio	Sale (Partial)	Self	$1,001 – $15K	annual
2021-03-31	Dfa Tax-Managed U.S. Equity Portfolio	Sale (Partial)	Self	$15K – $50K	annual
2021-03-31	Dfa Emerging Markets Core Equity Portfolio	Sale (Partial)	Self	$1,001 – $15K	annual
2021-03-08	Fidelity Short-Term Treasury Bond Index Fund	Purchase	Self	$15K – $50K	annual
2021-03-08	Dfa U.S. Small Cap Portfolio	Sale (Partial)	Self	$1,001 – $15K	annual
2021-03-08	Dfa U.S Large Cap Value Portfolio III	Sale (Full)	Self	$1,001 – $15K	annual
2021-03-08	Fidelity Short-Term Treasury Bond Index Fund	Purchase	Self	$50K – $100K	annual
2021-03-08	Dfa U.S. Small Cap Value Portfolio	Sale (Partial)	Self	$1,001 – $15K	annual
2021-03-08	Dfa U.S. Small Cap Portfolio	Sale (Full)	Self	$1,001 – $15K	annual
2021-03-08	Dfa U.S Large Cap Value Portfolio III	Sale (Full)	Self	$1,001 – $15K	annual
2021-02-26	BMW Bank of North America Salt Lake City UT CD 1.70% 2/26/2021	Sale (Full)	Self	$15K – $50K	annual
2020-12-30	Fidelity Short-Term Treasury Bond Index Fund	Purchase	Self	$50K – $100K	annual
2020-11-25	Fidelity Short-Term Treasury Bond Index Fund	Purchase	Self	$15K – $50K	annual
2020-11-25	Vanguard 500 Index Fund Admiral Shares	Sale (Partial)	Self	$1,001 – $15K	annual
2020-11-25	DFA U.S. Large Cap Value III Portfolio	Sale (Partial)	Self	$1,001 – $15K	annual
2020-11-25	DFA U.S. Small Cap Portfolio Institutional Class	Sale (Partial)	Self	$1,001 – $15K	annual
2020-11-25	American Express Centurion Bank UT CD 2.30% 11/25/2020	Sale (Full)	Self	$15K – $50K	annual
2020-10-19	Morgan Stanley Bank Na CD 2.95% 10/19/2020	Sale (Full)	Self	$15K – $50K	annual
2020-08-12	Fidelity Short-Term Treasury Bond Index Fund	Purchase	Self	$50K – $100K	annual
2020-05-28	American Express Centurion Bank UT CD 2.05% 5/28/2020	Sale (Full)	Self	$50K – $100K	annual
2020-02-28	Vanguard Short-Term Tax-Exempt Fund Class Admiral	Sale (Full)	Self	$50K – $100K	annual
2019-01-15	DFA U.S. Small Cap Value Portfolio Institutional C	Purchase	Self	$1,001 – $15K	annual
2019-01-15	Vericimetry U.S. Small Cap Value Fund	Sale (Full)	Self	$1,001 – $15K	annual
2019-01-15	DFA U.S. Small Cap Value Portfolio Institutional C	Purchase	Self	$15K – $50K	annual
2019-01-15	Vericimetry U.S. Small Cap Value Fund	Sale (Full)	Self	$15K – $50K	annual
2018-11-01	DFGFX - DFA Two Year Global Fixed Income Portfolio Institutional	Sale (Partial)	Spouse	$1,001 – $15K	annual
2018-11-01	Morgan Stanley Private Bank CD 3.55% 11/8/2023	Purchase	Self	$15K – $50K	annual
2018-11-01	Morgan Stanley Private Bank CD 3.25% 11/8/2021	Purchase	Self	$15K – $50K	annual
2018-10-12	Morgan Stanley Bank Na CD 2.95% 10/19/2020	Purchase	Self	$15K – $50K	annual
2018-05-24	Vanguard Short-Term Tax-Exempt Fund Class Admiral	Purchase	Self	$15K – $50K	annual
2017-11-29	West Virginia Growth Investment LLC	Purchase	Spouse	$1,001 – $15K	21
2017-09-18	American Express Centurion Bank CD 2.40% 09/12/2022	Purchase	Self	$50K – $100K	annual
2017-08-24	Synchrony Bank CD 1.65% 08/24/2017	Sale (Full)	Self	$50K – $100K	annual
2017-07-11	Goldman Sachs Bank CD 1.80% 07/11/2017	Sale (Full)	Self	$15K – $50K	annual
2017-06-08	Capital One NA VA CD 2.40% 06/07/2022	Purchase	Self	$50K – $100K	annual
2017-06-08	Capital One NA VA CD 2.40% 06/07/2022	Purchase	Self	$15K – $50K	annual
2017-06-05	Vanguard Short-Term Tx-Ex Adm	Purchase	Self	$15K – $50K	annual
2017-06-05	DFA Tax Managed U.S. Targeted Value Portfolio	Sale (Partial)	Self	$1,001 – $15K	annual
2017-06-05	DFA Tax Managed U.S. Small Cap Portfolio	Sale (Partial)	Self	$1,001 – $15K	annual
2017-06-05	DFA International Small Cap Value Portfolio	Sale (Partial)	Self	$1,001 – $15K	annual
2017-06-05	DFA Emerging Markets Core Equity Fund	Sale (Partial)	Self	$1,001 – $15K	annual
2017-05-25	Synchrony Bank CD 1.80% 05/25/2017	Sale (Full)	Self	$15K – $50K	annual
2017-05-25	Synchrony Bank CD 1.80% 05/25/2017	Sale (Full)	Self	$15K – $50K	annual
2017-04-21	Huntington Bancshares Incorporated	Purchase	Spouse	$50K – $100K	24
2016-10-28	Synchrony Bank 1.90% 11/06/2023 Bank CD	Purchase	Self	$15K – $50K	annual
2016-10-24	Sallie Mae Bank CD 1.30% 10/24/2016	Sale (Full)	Self	$15K – $50K	annual
2016-07-22	West Virginia Growth Investment LLC	Purchase	Spouse	$1,001 – $15K	12
2016-07-21	Synchrony Bank CD 1.95% 06/29/2023	Purchase	Self	$15K – $50K	annual
2016-07-11	Goldman Sachs Bank CD 1.4% 07/11/2016	Sale (Full)	Self	$15K – $50K	annual
2016-06-01	Discover Bank CD 1.90% 06/02/2023	Purchase	Self	$50K – $100K	annual
2016-06-01	DFA Global Equity I	Purchase	Spouse	$1,001 – $15K	annual
2016-05-31	Goldman Sachs Bank CD 1.30% 05/31/2016	Sale (Full)	Self	$50K – $100K	annual
2016-05-10	DFA Large Cap International I	Purchase	Self	$1,001 – $15K	annual
2016-04-05	Ally Bank CD 1.60% 10/09/2018	Purchase	Self	$50K – $100K	annual
2016-04-05	BMW Bank of North America CD 1.7% 02/26/2021	Purchase	Self	$15K – $50K	annual
2016-04-05	Goldman Sachs Bank USA 1.35% 03/25/2019 Bank CD	Purchase	Self	$15K – $50K	annual
2016-04-04	Vanguard Short-Term Tx-Ex Adm	Sale (Partial)	Self	$15K – $50K	annual
2016-04-04	DFA Two-Year Global Fixed-Income I	Purchase	Spouse	$15K – $50K	annual
2016-04-04	DFA Five-Year Global Fixed-Income I	Purchase	Spouse	$15K – $50K	annual
2016-04-01	DFA Real Estate Securities I	Purchase	Self	$1,001 – $15K	annual
2016-04-01	Vanguard 500 Index Admiral	Sale (Full)	Self	$15K – $50K	annual
2016-04-01	PIMCO Commodity Real Ret Strat Instl	Sale (Full)	Self	$1,001 – $15K	annual
2016-04-01	DFA US Large Cap Value III	Sale (Partial)	Self	$1,001 – $15K	annual
2016-04-01	DFA Large Cap International I	Sale (Full)	Self	$1,001 – $15K	annual
2016-04-01	DFA International Value III	Sale (Full)	Self	$1,001 – $15K	annual
2016-04-01	DFA International Small Cap Value I	Sale (Full)	Self	$1,001 – $15K	annual
2016-04-01	DFA International Small Company I	Sale (Full)	Self	$1,001 – $15K	annual
2016-04-01	DFA Emerging Markets Core Equity I	Sale (Full)	Self	$1,001 – $15K	annual
2016-04-01	DFA Real Estate Securities I	Purchase	Self	$1,001 – $15K	annual
2016-04-01	Vanguard 500 Index Admiral	Sale (Partial)	Self	$1,001 – $15K	annual
2016-04-01	PIMCO Commodity Real Ret Strat Instl	Sale (Full)	Self	$1,001 – $15K	annual
2016-04-01	DFA US Small Cap I	Sale (Partial)	Self	$1,001 – $15K	annual
2016-04-01	DFA Large Cap International I	Sale (Full)	Self	$1,001 – $15K	annual
2016-04-01	DFA International Value III	Sale (Full)	Self	$1,001 – $15K	annual
2016-04-01	DFA International Small Cap Value I	Sale (Full)	Self	$1,001 – $15K	annual
2016-04-01	DFA International Small Company I	Sale (Full)	Self	$1,001 – $15K	annual
2016-04-01	DFA Emerging Markets Core Equity I	Sale (Full)	Self	$1,001 – $15K	annual
2016-04-01	DFA Emerging Markets Core Equity I	Sale (Partial)	Self	$1,001 – $15K	annual
2016-04-01	DFA International Small Company I	Sale (Partial)	Self	$1,001 – $15K	annual
2016-04-01	DFA Large Cap International I	Sale (Partial)	Self	$1,001 – $15K	annual
2016-04-01	DFA Tax-Managed International Value	Sale (Partial)	Self	$1,001 – $15K	annual
2016-04-01	DFA Global Equity I	Purchase	Spouse	$15K – $50K	annual
2016-04-01	DGSIX - DFA Global Allocation 60/40 I	Sale (Full)	Spouse	$50K – $100K	annual
2016-03-17	West Virginia Growth Investment LLC	Purchase	Spouse	$1,001 – $15K	25
2016-03-14	Fidelity Tax-Exempt Money Marke	Sale (Full)	Self	$1,001 – $15K	annual
2016-02-17	DFA Emerging Markets Core Equity I	Purchase	Self	$50K – $100K	annual
2016-02-17	DFA Emerging Markets Value I	Sale (Full)	Self	$15K – $50K	annual
2016-02-17	DFA Emerging Markets I	Sale (Full)	Self	$15K – $50K	annual
2016-02-03	West Virginia Growth Investment LLC	Purchase	Spouse	$1,001 – $15K	8
2016-02-03	West Virginia Growth Investment LLC	Purchase	Spouse	$1,001 – $15K	8
2016-01-12	West Virginia Growth Investment LLC	Purchase	Spouse	$1,001 – $15K	30
2015-12-23	DFA Emerging Markets Core Equity I	Sale (Full)	Self	$50K – $100K	annual
2015-12-23	DFA Tax-Managed International Value	Purchase	Self	$1,001 – $15K	annual
2015-12-23	DFA Emerging Markets Value I	Purchase	Self	$15K – $50K	annual
2015-12-23	DFA Emerging Markets I	Purchase	Self	$15K – $50K	annual
2015-11-24	American Express Centurion Bank CD 2.30% 11/25/2020	Purchase	Self	$15K – $50K	annual
2015-11-20	Sallie Mae Bank CD 0.80% 11/20/2015	Sale (Full)	Self	$15K – $50K	annual
2015-10-05	Goldman Sachs Bank CD 2.45% 09/30/2021	Purchase	Self	$50K – $100K	annual
2015-09-28	Goldman Sachs Bank CD 1.15% 09/28/2015	Sale (Full)	Self	$50K – $100K	annual
2015-07-27	Goldman Sachs Bank CD 2.50% 07/22/2021	Purchase	Self	$50K – $100K	annual
2015-07-24	Vanguard 500 Index Admiral	Sale (Partial)	Self	$1,001 – $15K	annual
2015-07-24	DFA US Large Cap Value III	Sale (Partial)	Self	$1,001 – $15K	annual
2015-07-24	DFA Two-Year Global Fixed-Income I	Sale (Full)	Self	$15K – $50K	annual
2015-07-24	DFA International Small Cap Value I	Purchase	Self	$1,001 – $15K	annual
2015-07-24	DFA International Small Company I	Purchase	Self	$1,001 – $15K	annual
2015-07-24	DFA Emerging Markets Core Equity I	Purchase	Self	$1,001 – $15K	annual
2015-06-01	American Express Centurion Bank CD 2.05% 05/28/2020	Purchase	Self	$50K – $100K	annual
2015-06-01	DFA Global Allocation 60/40 I	Purchase	Spouse	$1,001 – $15K	annual
2015-05-26	GE Capital Bank Inc CD 1.10% 05/26/2015	Sale (Full)	Self	$50K – $100K	annual

Financial disclosures

23 reports

To see a report, search efdsearch.senate.gov for the senator's name and the date it was filed; the site doesn't allow links to its reports.

Filed	Report	Entries
Jan 30, 2025	Termination Report for 01/03/2025	30
Oct 30, 2024	Annual Report for Calendar 2023 (Amendment 1)	43
May 14, 2024	Annual Report for Calendar 2023	43
Dec 6, 2023	Periodic Transaction Report for 12/06/2023	1
May 15, 2023	Annual Report for Calendar 2022	18
Aug 24, 2022	Annual Report for Calendar 2021 (Amendment 1)	25
May 16, 2022	Annual Report for Calendar 2021	25
May 17, 2021	Annual Report for Calendar 2020	10
Aug 13, 2020	Annual Report for Calendar 2019	4
Apr 16, 2020	Annual Report for 2019 Due Date Extension 1	0
Dec 30, 2019	Annual Report (Amendment)	scan
Aug 13, 2019	Annual Report for Calendar 2018	5
May 15, 2019	Annual Report for 2018 Due Date Extension 1	0
May 15, 2018	Annual Report for Calendar 2017	12
Dec 20, 2017	Periodic Transaction Report for 12/20/2017	1
Aug 8, 2017	Annual Report for Calendar 2016 (Amendment 1)	42
May 15, 2017	Annual Report for Calendar 2016	42
May 15, 2017	Periodic Transaction Report for 05/15/2017	1
Aug 3, 2016	Periodic Transaction Report for 08/03/2016	1
Jul 1, 2016	Annual Report for Calendar 2015 (Amendment 1)	18
May 16, 2016	Annual Report for Calendar 2015	18
Apr 11, 2016	Periodic Transaction Report for 04/11/2016	1
Feb 11, 2016	Periodic Transaction Report for 02/11/2016	3