Mitt Romney R

Republican senator from Utah (former), serving since Jan 3, 2019.

Among all 100 senators

Each dot is a senator; Romney 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

$1.2M

2021–22

$682K

See the data

Period	Raised	Individuals	PACs	Parties	Own money	Spent	Cash	Outside for	Outside against
2023–24	$1,237,434	-$15,665	$168,500	$0	$0	$1,288,557	$541,446	$0	$0
2021–22	$681,671	$300,006	$123,000	$0	$0	$690,480	$592,570	$0	$14,999

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 Utah versus everywhere else, each period.

From Utah
From out of state

2023–24

-$29,192

2021–22

$257K

Where it came from

Less
More
Their state

Their donors' employers

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

AXXESS

$15K

THE GARDNER COMPANY

$5,800

ROMNEY VENTURES

$5,800

LARRY H MILLER GROUP

$5,800

FTX US

$5,800

IMPOSSIBLE VENTURES

$3,300

ZIONS BANK

$2,900

THE LARRY H MILLER COMPANY

$2,900

THE BAUPOST GROUP

$2,900

THARP ASSOCIATES LLC

$2,900

RUDIN MANAGEMENT CO

$2,900

ROCKWOOD

$2,900

The largest donors, and the numbers

Period	Itemized	Contributions	From UT	Retired donors
2023–24	-$29,192	161	85%	-9%
2021–22	$256,941	371	44%	21%

Donor	Where	Employer, occupation	Total
MCKEE, JACK C MR.	OOLTEWAH, TN	RETIRED, RETIRED	$6,600
BANKMANFRIED, SAMUEL	STANFORD, CA	FTX US, CEO	$5,800
GARDNER, CAROLYN BARNES MRS.	SALT LAKE CITY, UT	HOMEMAKER, HOMEMAKER	$5,800
GARDNER, KEM MR.	SALT LAKE CITY, UT	THE GARDNER COMPANY, REAL ESTATE DEVELOPMENT	$5,800
KELLER, SCOTT C	CENTERVILLE, UT	KELLER INVESTMENT PROPERTIES, CEO	$5,800
MILLER, GAIL	SANDY, UT	LARRY H. MILLER GROUP, CHAIRWOMAN	$5,800
NEELEMAN, STEPHEN	ALPINE, UT	HEALTHEQUITY, FOUNDER	$5,800
NEWMAN, MARK	LINDON, UT	NOMI HEALTH, CEO	$5,800
OLAJIDE, ADENIRAN	FORT WORTH, TX	AXXESS, CFO	$5,800
OLAJIDE, JOHN	DALLAS, TX	AXXESS, CEO	$5,800
OLAJIDE, RON	FORT WORTH, TX	AXXESS, CFO	$5,800
ROMNEY, JENIFER M MRS.	HOLLADAY, UT	HOMEMAKER, HOMEMAKER	$5,800
ROMNEY, JOSHUA J MR.	HOLLADAY, UT	ROMNEY VENTURES, REAL ESTATE	$5,800
SIMMONS, WILLIAM	ARLINGTON, VA	DUTKO GOVERNMENT RELATIONS, GOVERNMENT RELATIONS	$5,800
WILSON, KIM R	SALT LAKE CITY, UT	RETIRED, RETIRED	$5,800
COON, JONATHAN	WEST LAKE HILLS, TX	IMPOSSIBLE VENTURES, CEO	$3,300
SANT, ROGER	WASHINGTON, DC	RETIRED, RETIRED	$3,300
ANDERSON, SCOTT	SALT LAKE CITY, UT	ZIONS BANK, BANKER	$2,900
BRENNAN, SETH	NEWTON, MA	LINCOLN PEAK, INVESTOR	$2,900
CRAMER, LEW	SALT LAKE CITY, UT	RETIRED, RETIRED	$2,900
DUNN, ALEX MR.	OREM, UT	ENPC, EXECUTIVE	$2,900
GARDINER, ADAM	WEST JORDAN, UT	SELF-EMPLOYED, CONSULTING	$2,900
GATES, WILLIAM H III	REDMOND, WA	BREAKTHROUGH ENERGY, PHILANTHROPIST	$2,900
GRAHAM, PAUL	PALO ALTO, CA	RETIRED, RETIRED	$2,900
GRANIERI, ROB	NEW YORK, NY	JANE STREET, MANAGER	$2,900

Their biggest PAC and party givers

CRAPO

$20K

BARRASSO

$15K

ERNST

$10K

TRANSAMERICA

$9,000

EBAY, INC.

$7,500

ABBVIE

$7,500

SYNCHRONY FINANCIAL EMPLOYEES POLITICAL ACTION COMMITTEE (SYNCPAC)

$7,000

TARGET CORPORATION

$6,000

UNITED SERVICES AUTOMOBILE ASSOCIATION

$5,000

UBS AMERICAS INC.

$5,000

All 25

Committee	Connected organization	Total	Gifts
FREEDOM FUND	CRAPO	$20,000	4
COMMON VALUES PAC	BARRASSO	$15,000	3
JOBS OPPORTUNITY AND NEW IDEAS PAC	ERNST	$10,000	2
TRANSAMERICA CORPORATION PAC	TRANSAMERICA	$9,000	3
EBAY INC-COMMITTEE FOR RESPONSIBLE INTERNET COMMERCE	EBAY, INC.	$7,500	3
ABBVIE POLITICAL ACTION COMMITTEE	ABBVIE	$7,500	3
SYNCHRONY FINANCIAL EMPLOYEES POLITICAL ACTION COMMITTEE (SYNCPAC)		$7,000	4
TARGET CORPORATION CITIZENS POLITICAL FORUM (TARGETCITIZENS POLITICAL FORUM)	TARGET CORPORATION	$6,000	3
UNITED SERVICES AUTOMOBILE ASSOCIATION EMPLOYEE PAC - USAA EMPLOYEE PAC	UNITED SERVICES AUTOMOBILE ASSOCIATION	$5,000	1
UBS AMERICAS INC. POLITICAL ACTION COMMITTEE (UBS PAC)	UBS AMERICAS INC.	$5,000	1
TOMORROW IS MEANINGFUL PAC	SCOTT	$5,000	3
TOGETHER HOLDING OUR MAJORITY PAC	NC RED	$5,000	1
THERMO FISHER SCIENTIFIC INC. PAC	THERMO FISHER SCIENTIFIC INC. PAC	$5,000	1
THE CIGNA GROUP EMPLOYEE POLITICAL ACTION COMMITTEE	THE CIGNA GROUP	$5,000	2
PARSONS CORPORATION POLITICAL ACTION COMMITTEE	PARSONS CORPORATION	$5,000	1
NATIONAL ASSOCIATION OF MANUFACTURERS PAC (NAM-PAC)	NATIONAL ASSOCIATION OF MANUFACTURERS	$5,000	5
ELEVANCE HEALTH, INC. POLITICAL ACTION COMMITTEE (ELEVANCE HEALTH PAC)	ELEVANCE HEALTH, INC.	$5,000	5
DISCOVER FINANCIAL SERVICES POLITICAL ACTION COMMITTEE	DISCOVER FINANCIAL SERVICES	$5,000	2
DENALI LEADERSHIP PAC	MURKOWSKI	$5,000	3
CONTINUING AMERICA'S STRENGTH AND SECURITY PAC	CASSIDY	$5,000	3
BERKSHIRE HATHAWAY ENERGY COMPANY PAC	BERKSHIRE HATHAWAY ENERGY COMPANY	$5,000	1
ARKANSAS FOR LEADERSHIP POLITICAL ACTION COMMITTEE (ARKPAC)	BOOZMAN	$5,000	3
AMERICAN SENIORS HOUSING ASSOCIATION (SENIORS HOUSING PAC)		$5,000	1
AMERICAN CRYSTAL SUGAR COMPANY POLITICAL ACTION COMMITTEE	AMERICAN CRYSTAL SUGAR COMPAY	$5,000	1
THRIVENT FINANCIAL FOR LUTHERANS POLITICAL ACTION COMMITTEE	THRIVENT FINANCIAL FOR LUTHERANS	$4,000	4

Outside spending for and against them

Against them
For them

All of it

$15K

Who spent it

DRAIN THE DC SWAMP PAC

$15K

See the data

Spender	For or against	Total	Reports
DRAIN THE DC SWAMP PAC	against	$14,999	2

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).

FMR LLC

$21K

NUCOR CORPORATION

$20K

MORGAN STANLEY & CO. LLC

$20K

ELEVANCE HEALTH, INC.

$20K

UNITEDHEALTH GROUP, INC.

$15K

UNION PACIFIC CORPORATION

$15K

THERMO FISHER SCIENTIFIC INC.

$15K

L3HARRIS TECHNOLOGIES, INC.

$15K

AMERICAN SENIORS HOUSING ASSOCIATION

$15K

AMERICAN EXPRESS COMPANY

$15K

All 25

Registrant	Total	Items	First	Latest
FMR LLC	$21,000	5	Aug 6, 2021	Sep 29, 2023
NUCOR CORPORATION	$20,000	4	Feb 10, 2021	Jan 31, 2023
MORGAN STANLEY & CO. LLC	$20,000	1	Aug 18, 2022	Aug 18, 2022
ELEVANCE HEALTH, INC.	$20,000	5	Feb 2, 2022	Aug 24, 2023
UNITEDHEALTH GROUP, INC.	$15,000	3	Nov 29, 2021	Jun 22, 2023
UNION PACIFIC CORPORATION	$15,000	3	Jun 25, 2021	Feb 15, 2023
THERMO FISHER SCIENTIFIC INC.	$15,000	3	Jul 13, 2021	Mar 8, 2023
L3HARRIS TECHNOLOGIES, INC.	$15,000	3	Dec 8, 2021	Mar 29, 2023
AMERICAN SENIORS HOUSING ASSOCIATION	$15,000	3	Jun 11, 2021	Feb 9, 2023
AMERICAN EXPRESS COMPANY	$15,000	3	Jan 26, 2021	Mar 28, 2022
TARPLIN, DOWNS & YOUNG, LLC	$12,500	5	Jan 15, 2021	Aug 16, 2022
NATIONAL ASSOCIATION OF MANUFACTURERS	$12,500	5	Aug 10, 2021	Jun 13, 2023
EBAY INC.	$12,500	3	Aug 4, 2022	Dec 27, 2023
JACKSON NATIONAL LIFE INSURANCE COMPANY	$12,000	4	Jan 27, 2021	Dec 9, 2022
UNISYS CORPORATION	$10,000	2	Jan 19, 2021	Jan 18, 2022
UBS AMERICAS INC.	$10,000	2	Sep 16, 2021	Sep 29, 2022
THE CAPITAL GROUP COMPANIES, INC. AND ITS AFFILIATES	$10,000	2	Feb 11, 2021	Jan 27, 2022
NATIONAL VENTURE CAPITAL ASSOCIATION	$10,000	2	Jan 27, 2022	Feb 2, 2023
NATIONAL MULTIFAMILY HOUSING COUNCIL, INC.	$10,000	2	Dec 9, 2021	Feb 3, 2022
NATIONAL CONFECTIONERS ASSOCIATION	$10,000	2	Mar 3, 2022	Feb 6, 2023
NAREIT	$10,000	2	Nov 1, 2021	May 20, 2022
JPMORGAN CHASE HOLDINGS LLC	$10,000	2	Dec 27, 2021	Oct 12, 2022
FEDERATION OF AMERICAN HOSPITALS	$10,000	2	Jan 19, 2022	Jan 12, 2023
EXELON BUSINESS SERVICES, LLC	$10,000	2	Apr 28, 2021	Jun 23, 2021
DELTA AIR LINES, INC.	$10,000	2	Sep 28, 2021	Jun 6, 2022

How they've voted lately

Nothing on record.

What they sponsor bills about

118th Congress: 27 sponsored, 0 became law · 117th Congress: 16 sponsored, 0 became law

International Affairs

Armed Forces and National Security

Education

Taxation

Public Lands and Natural Resources

Health

Economics and Public Finance

Agriculture and Food

Their bills

Bill	Latest action
S. 5616 Preserving American Dominance in Artificial Intelligence Act of 2024	Dec 19, 2024 Read twice and referred to the Committee on Commerce, Science, and Transportation.
S. 4515 Combating Foreign Terrorist Drones Act of 2024	Jun 11, 2024 Read twice and referred to the Committee on Armed Services.
S. 5403 Aligning Development and Competition Act of 2024	Nov 21, 2024 Read twice and referred to the Committee on Foreign Relations.
S. 5140 COVID Spending Transparency Act of 2024	Sep 23, 2024 Read twice and referred to the Committee on Banking, Housing, and Urban Affairs.
S. 5256 Family Security Act	Sep 25, 2024 Read twice and referred to the Committee on Finance.
S. 5079 ERTC Repeal Act of 2024	Sep 18, 2024 Read twice and referred to the Committee on Finance.
S. 5089 TIDES Act of 2024	Sep 18, 2024 Read twice and referred to the Committee on Banking, Housing, and Urban Affairs.
S. 4783 Smart Kids not Smartphones Act of 2024	Jul 25, 2024 Read twice and referred to the Committee on Health, Education, Labor, and Pensions.
S. 4815 Student Loan Accountability Act	Jul 25, 2024 Read twice and referred to the Committee on Health, Education, Labor, and Pensions.
S. 4279 Coordinating AUKUS Engagement with Japan Act of 2024	May 8, 2024 Read twice and referred to the Committee on Foreign Relations.
S. 4529 Mandatory E-Verify Act of 2024	Jun 13, 2024 Read twice and referred to the Committee on the Judiciary.
S. 4496 Investing in Our Defense Act of 2024	Jun 11, 2024 Read twice and referred to the Committee on Armed Services.
S. 4508 Bolstering Indo-Pacific Capabilities Act of 2024	Jun 11, 2024 Read twice and referred to the Committee on Armed Services.
S. 4266 Back to Work Act of 2024	May 7, 2024 Read twice and referred to the Committee on Homeland Security and Governmental Affairs.
S. 4085 Export Controls Enforcement Improvement Act of 2024	Apr 10, 2024 Committee on Homeland Security and Governmental Affairs Subcommittee on Emerging Threats and Spending Oversigh
S. 4026 American Economic Independence Act of 2024	Mar 21, 2024 Read twice and referred to the Committee on Finance.
S. 3825 One Door to Work Act	Feb 28, 2024 Read twice and referred to the Committee on Health, Education, Labor, and Pensions.
S. 3777 Budgeting for Disasters Act	Feb 8, 2024 Read twice and referred to the Committee on the Budget.
S. 2366 Competency-Based Education Act of 2023	Jul 19, 2023 Read twice and referred to the Committee on Health, Education, Labor, and Pensions.
S. 308 Ending China's Developing Nation Status Act	Jun 13, 2023 Placed on Senate Legislative Calendar under General Orders. Calendar No. 97.
S. 2017 Sentinel Nuclear Deterrence Act of 2023	Jun 15, 2023 Read twice and referred to the Committee on Armed Services.
S. 2031 Critical Mineral Independence Act of 2023	Jun 15, 2023 Read twice and referred to the Committee on Armed Services.
S. 1841 Military Service Promotion Act of 2023	Jun 7, 2023 Read twice and referred to the Committee on Armed Services.
S. 1791 China Defense Spending Transparency Act	Jun 1, 2023 Read twice and referred to the Select Committee on Intelligence.
S. 1716 Chemical and Biological Defense Program Improvement Act of 2023	May 18, 2023 Read twice and referred to the Committee on Armed Services.

Congress	Sponsored	Became law	Cosponsored
118th	27	0	150
117th	16	0	132

2 former staff now lobbying

STEPHEN NEWTON

PORTERFIELD, FETTIG & SEARS, LLC

31 clients

CHRISTOPHER BARKLEY

NATIONAL MUSIC PUBLISHERS' ASSOCIATION

1 client

See the data

Lobbyist	Former position, as they list it	Firms	Clients	Years
STEPHEN NEWTON	Deputy Legislative Director, Sen. Romney; Senior Policy Advisor, Sen. Romney; Legislative Assistant, Sen. Romney; Legislative Assistant, Sen. Kennedy; Research Assistant, Senate Committee on Small Business and Entrepreneurship	PORTERFIELD, FETTIG & SEARS, LLC	31	2023
CHRISTOPHER BARKLEY	Deputy Chief of Staff, Senator Mitt Romney (R-UT) May 2019 - Jan 2024	NATIONAL MUSIC PUBLISHERS' ASSOCIATION	1	2024

Holdings and trades

$85.2M – $342.1M+net worth, 2025 report

799trades on their reports

—trades reported after 45 days

—typical time to report a trade

0reports filed on paper

7filing extensions

Net worth, year by year

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

Largest holdings, 2025 report

GMCPX - Goldman Sachs Short Duration Income Fund Class P

Mutual Funds · Self · in Goldman Sachs Brokerage #2

$5.0M+

GMDPX - Goldman Sachs Short Duration Government Fund Class

Mutual Funds · Self · in Goldman Sachs Brokerage #2

$5.0M+

GANPX - Goldman Sachs Short Duration Tax-Free Fund Class P

Mutual Funds · Self · in Goldman Sachs Brokerage #2

$5.0M+

SPY - SPDR S&P 500 ETF

Mutual Funds · Self · in Goldman Sachs Brokerage #2

$5.0M+

GMCPX - Goldman Sachs Short Duration Income Fund Class P

Mutual Funds · Self · in Goldman Sachs IRA #2

$5.0M+

GMDPX - Goldman Sachs Short Duration Government Fund Class

Mutual Funds · Self · in Goldman Sachs IRA #2

$5.0M+

IWF - iShares Russell 1000 Growth ETF

Mutual Funds · Self · in Goldman Sachs IRA #2

$5.0M+

IWD - iShares Russell 1000 Value ETF

Mutual Funds · Self · in Goldman Sachs IRA #2

$5.0M+

SPY - SPDR S&P 500 ETF

Mutual Funds · Self · in Goldman Sachs IRA #2

$5.0M+

GGNPX - Goldman Sachs High Yield Floating Rate Fund Class

Mutual Funds · Self · in Goldman Sachs Brokerage #2

$1.0M+

GGLPX - Goldman Sachs High Yield Municipal Fund Class P

Mutual Funds · Self · in Goldman Sachs Brokerage #2

$1.0M+

IWF - iShares Russell 1000 Growth ETF

Mutual Funds · Self · in Goldman Sachs Brokerage #2

$1.0M+

Their 25 largest holdings, as a table

Asset	Kind	Owner	Value	Income
GMCPX - Goldman Sachs Short Duration Income Fund Class P in Goldman Sachs Brokerage #2	Mutual Funds	Self	$5.0M – $25.0M	Excepted Investment Fund: $100K – $1.0M
GMDPX - Goldman Sachs Short Duration Government Fund Class in Goldman Sachs Brokerage #2	Mutual Funds	Self	$5.0M – $25.0M	Excepted Investment Fund: $100K – $1.0M
GANPX - Goldman Sachs Short Duration Tax-Free Fund Class P in Goldman Sachs Brokerage #2	Mutual Funds	Self	$5.0M – $25.0M	Excepted Investment Fund: $100K – $1.0M
SPY - SPDR S&P 500 ETF in Goldman Sachs Brokerage #2	Mutual Funds	Self	$5.0M – $25.0M	Excepted Investment Fund: $100K – $1.0M
GMCPX - Goldman Sachs Short Duration Income Fund Class P in Goldman Sachs IRA #2	Mutual Funds	Self	$5.0M – $25.0M	Excepted Investment Fund: $100K – $1.0M
GMDPX - Goldman Sachs Short Duration Government Fund Class in Goldman Sachs IRA #2	Mutual Funds	Self	$5.0M – $25.0M	Excepted Investment Fund: $100K – $1.0M
IWF - iShares Russell 1000 Growth ETF in Goldman Sachs IRA #2	Mutual Funds	Self	$5.0M – $25.0M	Excepted Investment Fund: $100K – $1.0M
IWD - iShares Russell 1000 Value ETF in Goldman Sachs IRA #2	Mutual Funds	Self	$5.0M – $25.0M	Excepted Investment Fund: $100K – $1.0M
SPY - SPDR S&P 500 ETF in Goldman Sachs IRA #2	Mutual Funds	Self	$5.0M – $25.0M	Excepted Investment Fund: $100K – $1.0M
GGNPX - Goldman Sachs High Yield Floating Rate Fund Class in Goldman Sachs Brokerage #2	Mutual Funds	Self	$1.0M – $5.0M	Excepted Investment Fund: $100K – $1.0M
GGLPX - Goldman Sachs High Yield Municipal Fund Class P in Goldman Sachs Brokerage #2	Mutual Funds	Self	$1.0M – $5.0M	Excepted Investment Fund: $50K – $100K
IWF - iShares Russell 1000 Growth ETF in Goldman Sachs Brokerage #2	Mutual Funds	Self	$1.0M – $5.0M	Excepted Investment Fund: $100K – $1.0M
IWD - iShares Russell 1000 Value ETF in Goldman Sachs Brokerage #2	Mutual Funds	Self	$1.0M – $5.0M	Excepted Investment Fund: $100K – $1.0M
HEDJ - WisdomTree Europe Hedged Equity Fund in Goldman Sachs Brokerage #2	Mutual Funds	Self	$1.0M – $5.0M	Excepted Investment Fund: $100K – $1.0M
ACWX - iShares MSCI ACWI ex U.S. ETF in Goldman Sachs Brokerage #2	Mutual Funds	Self	$1.0M – $5.0M	Excepted Investment Fund: $15K – $50K
GGJPX - Goldman Sachs Inflation Protected Securities Fun in Goldman Sachs Brokerage #2	Mutual Funds	Self	$1.0M – $5.0M	Excepted Investment Fund: $15K – $50K
GSNPX - Goldman Sachs Strategic International Equity Fun in Goldman Sachs Brokerage #2	Mutual Funds	Self	$1.0M – $5.0M	Excepted Investment Fund: $50K – $100K
GAMPX - Goldman Sachs Energy Infrastructure Fund Class P in Goldman Sachs Brokerage #3	Mutual Funds	Self	$1.0M – $5.0M	Excepted Investment Fund: $100K – $1.0M
GGNPX - Goldman Sachs High Yield Floating Rate Fund Class in Goldman Sachs IRA #2	Mutual Funds	Self	$1.0M – $5.0M	Excepted Investment Fund: $100K – $1.0M
GSWPX - Goldman Sachs Small/Mid Cap Growth Fund Class P in Goldman Sachs IRA #2	Mutual Funds	Self	$1.0M – $5.0M	Excepted Investment Fund: $15K – $50K
GSXPX - Goldman Sachs Small Cap Value Insights Fund Class in Goldman Sachs IRA #2	Mutual Funds	Self	$1.0M – $5.0M	Excepted Investment Fund: $100K – $1.0M
GGFPX - Goldman Sachs International Equity Insights Fund C in Goldman Sachs IRA #2	Mutual Funds	Self	$1.0M – $5.0M	Excepted Investment Fund: $100K – $1.0M
HEDJ - WisdomTree Europe Hedged Equity Fund in Goldman Sachs IRA #2	Mutual Funds	Self	$1.0M – $5.0M	Excepted Investment Fund: $100K – $1.0M
GAHPX - Goldman Sachs Emerging Markets Equity Fund Class P in Goldman Sachs IRA #2	Mutual Funds	Self	$1.0M – $5.0M	Excepted Investment Fund: $15K – $50K
ACWX - iShares MSCI ACWI ex U.S. ETF in Goldman Sachs IRA #2	Mutual Funds	Self	$1.0M – $5.0M	Excepted Investment Fund: $100K – $1.0M

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

S&P 500 SPDR (SPY)

2019–2024 · $6.3M – $13.7M

63 trades

Goldman Sachs Short Duration Government Fund Class (GMDPX)

2019–2024 · $9.7M – $23.9M

58 trades

iShares Russell 1000 Value ETF (IWD)

2019–2024 · $6.0M – $13.1M

58 trades

Goldman Sachs Short Duration Bond Fund Class P S (GMCPX)

2019–2024 · $9.9M – $24.0M

53 trades

iShares MSCI ACWI ex US Index Fund (ACWX)

2019–2024 · $1.9M – $4.8M

53 trades

iShares Russell 1000 Growth ETF (IWF)

2019–2024 · $5.3M – $11.7M

52 trades

Goldman Sachs International Equity Insights Fund (GGFPX)

2019–2024 · $2.6M – $8.9M

46 trades

Goldman Sachs Small/Mid Cap Growth Fund Class P (GSWPX)

2019–2024 · $4.2M – $15.4M

38 trades

Goldman Sachs High Yield Floating Rate Fund Class (GGNPX)

2019–2024 · $5.7M – $20.9M

36 trades

Wisdomtree Europe Hedged Equity Fund (HEDJ)

2019–2024 · $1.5M – $3.5M

36 trades

Their latest 300 of 799 trades

Date	Asset	Trade	Owner	Amount	Days to report
2024-12-20	Wisdomtree Europe Hedged Equity Fund	Sale (Partial)	Self	$50K – $100K	annual
2024-12-20	S&P 500 SPDR	Purchase	Self	$250K – $500K	annual
2024-12-20	Russell 1000 Value Ishares ETF	Sale (Partial)	Self	$250K – $500K	annual
2024-12-20	iShares Russell 1000 Growth ETF	Sale (Partial)	Self	$250K – $500K	annual
2024-12-20	iShares MSCI ACWI ex U.S. ETF	Sale (Partial)	Self	$50K – $100K	annual
2024-12-20	Goldman Sachs Small/Mid Cap Growth Fund Class P	Sale (Partial)	Self	$100K – $250K	annual
2024-12-20	Goldman Sachs Small Cap Value Insights Fund Clas	Sale (Partial)	Self	$100K – $250K	annual
2024-12-20	Goldman Sachs Short Duration Government Fund Cla	Sale (Partial)	Self	$100K – $250K	annual
2024-12-20	Goldman Sachs Short Duration Bond Fund Class P S	Sale (Partial)	Self	$100K – $250K	annual
2024-12-20	Goldman Sachs International Equity Insights Fund	Sale (Partial)	Self	$50K – $100K	annual
2024-12-20	Goldman Sachs High Yield Floating Rate Fund Clas	Sale (Partial)	Self	$100K – $250K	annual
2024-12-20	Goldman Sachs Emerging Markets Equity Fund Class	Sale (Partial)	Self	$50K – $100K	annual
2024-12-18	Wisdomtree Europe Hedged Equity Fund	Purchase	Self	$1,001 – $15K	annual
2024-12-18	S&P 500 SPDR	Purchase	Self	$15K – $50K	annual
2024-12-18	Russell 1000 Value Ishares ETF	Purchase	Self	$1,001 – $15K	annual
2024-12-18	Russell 1000 Growth Ishares ETF	Purchase	Self	$1,001 – $15K	annual
2024-12-18	iShares MSCI ACWI ex U.S. ETF	Purchase	Self	$1,001 – $15K	annual
2024-12-18	Goldman Sachs International Equity Insights Fund	Purchase	Self	$1,001 – $15K	annual
2024-12-17	Wisdomtree Europe Hedged Equity Fund	Purchase	Self	$1,001 – $15K	annual
2024-12-17	S&P 500 SPDR	Purchase	Self	$1,001 – $15K	annual
2024-12-17	Russell 1000 Value Ishares ETF	Purchase	Self	$1,001 – $15K	annual
2024-12-17	Russell 1000 Growth Ishares ETF	Purchase	Self	$1,001 – $15K	annual
2024-12-17	iShares MSCI ACWI ex U.S. ETF	Purchase	Self	$1,001 – $15K	annual
2024-12-17	Goldman Sachs International Equity Insights Fund	Purchase	Self	$1,001 – $15K	annual
2024-12-13	Loomis Sayles Funds - Investment Grade Bond Fund	Purchase	Self	$15K – $50K	annual
2024-12-13	WCM Focused International Growth Fund Insti Cl	Purchase	Self	$1,001 – $15K	annual
2024-12-13	Thornburg Strategic Income Fund Class I Shs	Purchase	Self	$1,001 – $15K	annual
2024-12-13	Metropolitan West Total Return Bond Fd Plan Cl S	Sale (Full)	Self	$15K – $50K	annual
2024-12-13	Artisan International Small-Mid Fund - Instituti	Sale (Partial)	Self	$1,001 – $15K	annual
2024-12-13	Cohen & Steers Institutional Realty Shs Inc	Sale (Full)	Self	$1,001 – $15K	annual
2024-12-13	Wisdomtree Europe Hedged Equity Fund	Purchase	Self	$1,001 – $15K	annual
2024-12-13	S&P 500 SPDR	Purchase	Self	$1,001 – $15K	annual
2024-12-13	Russell 1000 Value Ishares ETF	Purchase	Self	$1,001 – $15K	annual
2024-12-13	Russell 1000 Growth Ishares ETF	Purchase	Self	$1,001 – $15K	annual
2024-12-13	iShares MSCI ACWI ex U.S. ETF	Purchase	Self	$1,001 – $15K	annual
2024-12-13	Goldman Sachs International Equity Insights Fund	Purchase	Self	$1,001 – $15K	annual
2024-12-12	Wisdomtree Europe Hedged Equity Fund	Purchase	Self	$1,001 – $15K	annual
2024-12-12	SPDR??S&P 500? ETF Trust	Purchase	Self	$1,001 – $15K	annual
2024-12-12	Russell 1000 Value Ishares ETF	Purchase	Self	$1,001 – $15K	annual
2024-12-12	Russell 1000 Growth Ishares ETF	Purchase	Self	$1,001 – $15K	annual
2024-12-12	iShares MSCI ACWI ex U.S. ETF	Purchase	Self	$1,001 – $15K	annual
2024-12-12	Goldman Sachs International Equity Insights Fund	Purchase	Self	$1,001 – $15K	annual
2024-12-09	Wisdomtree Europe Hedged Equity Fund	Purchase	Self	$1,001 – $15K	annual
2024-12-09	SPDR??S&P 500? ETF Trust	Purchase	Self	$1,001 – $15K	annual
2024-12-09	Russell 1000 Value Ishares ETF	Purchase	Self	$1,001 – $15K	annual
2024-12-09	Russell 1000 Growth Ishares ETF	Purchase	Self	$1,001 – $15K	annual
2024-12-09	iShares MSCI ACWI ex U.S. ETF	Purchase	Self	$1,001 – $15K	annual
2024-12-09	Goldman Sachs International Equity Insights Fund	Purchase	Self	$1,001 – $15K	annual
2024-11-15	S&P 500 SPDR	Purchase	Spouse	$15K – $50K	annual
2024-11-15	Russell 1000 Value Ishares ETF	Purchase	Spouse	$1,001 – $15K	annual
2024-11-15	iShares Russell 1000 Growth ETF	Purchase	Spouse	$1,001 – $15K	annual
2024-11-15	iShares MSCI ACWI ex U.S. ETF	Purchase	Spouse	$1,001 – $15K	annual
2024-11-15	Goldman Sachs International Equity Insights Fund	Purchase	Spouse	$1,001 – $15K	annual
2024-11-15	Wisdomtree Europe Hedged Equity Fund	Purchase	Self	$1,001 – $15K	annual
2024-11-15	SPDR??S&P 500? ETF Trust	Purchase	Self	$1,001 – $15K	annual
2024-11-15	Russell 1000 Value Ishares ETF	Purchase	Self	$1,001 – $15K	annual
2024-11-15	Russell 1000 Growth Ishares ETF	Purchase	Self	$1,001 – $15K	annual
2024-11-15	iShares MSCI ACWI ex U.S. ETF	Purchase	Self	$1,001 – $15K	annual
2024-11-15	Goldman Sachs International Equity Insights Fund	Purchase	Self	$1,001 – $15K	annual
2024-11-14	S&P 500 SPDR	Purchase	Spouse	$15K – $50K	annual
2024-11-14	Russell 1000 Value Ishares ETF	Purchase	Spouse	$1,001 – $15K	annual
2024-11-14	Russell 1000 Growth Ishares ETF	Purchase	Spouse	$1,001 – $15K	annual
2024-11-14	iShares MSCI ACWI ex U.S. ETF	Purchase	Spouse	$1,001 – $15K	annual
2024-11-14	Goldman Sachs International Equity Insights Fund	Purchase	Spouse	$1,001 – $15K	annual
2024-11-14	Wisdomtree Europe Hedged Equity Fund	Purchase	Self	$1,001 – $15K	annual
2024-11-14	SPDR??S&P 500? ETF Trust	Purchase	Self	$1,001 – $15K	annual
2024-11-14	Russell 1000 Value Ishares ETF	Purchase	Self	$1,001 – $15K	annual
2024-11-14	Russell 1000 Growth Ishares ETF	Purchase	Self	$1,001 – $15K	annual
2024-11-14	ACWI Ex US Ishares MSCI ETF	Purchase	Self	$1,001 – $15K	annual
2024-11-14	Goldman Sachs International Equity Insights Fund	Purchase	Self	$1,001 – $15K	annual
2024-10-23	S&P 500 SPDR	Purchase	Spouse	$50K – $100K	annual
2024-10-23	Russell 1000 Value Ishares ETF	Purchase	Spouse	$15K – $50K	annual
2024-10-23	Russell 1000 Growth Ishares ETF	Purchase	Spouse	$15K – $50K	annual
2024-10-23	iShares MSCI ACWI ex U.S. ETF	Purchase	Spouse	$1,001 – $15K	annual
2024-10-23	Goldman Sachs International Equity Insights Fund	Purchase	Spouse	$1,001 – $15K	annual
2024-10-23	Wisdomtree Europe Hedged Equity Fund	Purchase	Self	$1,001 – $15K	annual
2024-10-23	SPDR??S&P 500? ETF Trust	Purchase	Self	$15K – $50K	annual
2024-10-23	Russell 1000 Value Ishares ETF	Purchase	Self	$1,001 – $15K	annual
2024-10-23	iShares Russell 1000 Growth ETF	Purchase	Self	$1,001 – $15K	annual
2024-10-23	ACWI Ex US Ishares MSCI ETF	Purchase	Self	$1,001 – $15K	annual
2024-10-23	Goldman Sachs International Equity Insights Fund	Purchase	Self	$1,001 – $15K	annual
2024-10-16	Goldman Sachs Short Duration Government Fund Cla	Purchase	Spouse	$15K – $50K	annual
2024-10-16	Goldman Sachs Short Duration Bond Fund Class P S	Purchase	Spouse	$15K – $50K	annual
2024-10-08	Goldman Sachs Short Duration Tax Free Fund Class	Purchase	Spouse	$250K – $500K	annual
2024-10-08	Goldman Sachs Short Duration Government Fund Cla	Purchase	Spouse	$250K – $500K	annual
2024-10-08	Goldman Sachs Short Duration Bond Fund Class P S	Purchase	Spouse	$250K – $500K	annual
2024-10-08	Goldman Sachs High Yield Municipal Fund Class P	Purchase	Spouse	$50K – $100K	annual
2024-10-08	Goldman Sachs High Yield Floating Rate Fund Clas	Purchase	Spouse	$50K – $100K	annual
2024-10-02	Goldman Sachs Short Duration Government Fund Cla	Purchase	Self	$100K – $250K	annual
2024-10-02	Goldman Sachs Short Duration Bond Fund Class P S	Purchase	Self	$100K – $250K	annual
2024-10-02	Goldman Sachs High Yield Floating Rate Fund Clas	Purchase	Self	$100K – $250K	annual
2024-09-13	Cohen & Steers Institutional Realty Shs Inc	Sale (Partial)	Self	$1,001 – $15K	annual
2024-09-13	Metropolitan West Total Return Bond Fd Plan Cl S	Sale (Partial)	Self	$1,001 – $15K	annual
2024-09-10	Wisdomtree Europe Hedged Equity Fund	Sale (Partial)	Self	$15K – $50K	annual
2024-09-10	S&P 500 SPDR	Sale (Partial)	Self	$100K – $250K	annual
2024-09-10	Russell 1000 Value Ishares ETF	Sale (Partial)	Self	$50K – $100K	annual
2024-09-10	Russell 1000 Growth Ishares ETF	Sale (Partial)	Self	$50K – $100K	annual
2024-09-10	iShares MSCI ACWI ex U.S. ETF	Sale (Partial)	Self	$15K – $50K	annual
2024-09-10	Goldman Sachs Small/Mid Cap Growth Fund Class P	Sale (Partial)	Self	$15K – $50K	annual
2024-09-10	Goldman Sachs Short Duration Tax Free Fund Class	Sale (Partial)	Self	$50K – $100K	annual
2024-09-10	Goldman Sachs Short Duration Government Fund Cla	Sale (Partial)	Self	$50K – $100K	annual
2024-09-10	Goldman Sachs Short Duration Bond Fund Class P S	Sale (Partial)	Self	$50K – $100K	annual
2024-08-29	Goldman Sachs Short Duration Government Fund Cla	Sale (Partial)	Spouse	$15K – $50K	annual
2024-08-22	Goldman Sachs Short Duration Government Fund Cla	Sale (Partial)	Spouse	$100K – $250K	annual
2024-08-22	Goldman Sachs Short Duration Bond Fund Class P S	Sale (Partial)	Spouse	$100K – $250K	annual
2024-08-19	Goldman Sachs Short Duration Government Fund Cla	Sale (Partial)	Spouse	$100K – $250K	annual
2024-08-19	Goldman Sachs Short Duration Bond Fund Class P S	Sale (Partial)	Spouse	$100K – $250K	annual
2024-07-23	S&P Bank ETF SPDR	Sale (Partial)	Spouse	$100K – $250K	annual
2024-07-23	S&P 500 SPDR	Purchase	Spouse	$100K – $250K	annual
2024-07-17	Goldman Sachs Strategic International Equity Fun	Sale (Partial)	Self	$50K – $100K	annual
2024-07-17	Goldman Sachs High Yield Floating Rate Fund Clas	Sale (Partial)	Self	$50K – $100K	annual
2024-07-15	Goldman Sachs Short Duration Tax Free Fund Class	Purchase	Spouse	$250K – $500K	annual
2024-06-03	Goldman Sachs Small/Mid Cap Growth Fund Class P	Sale (Partial)	Self	$100K – $250K	annual
2024-06-03	Goldman Sachs High Yield Municipal Fund Class P	Sale (Partial)	Self	$50K – $100K	annual
2024-06-03	Goldman Sachs High Yield Floating Rate Fund Clas	Sale (Partial)	Self	$50K – $100K	annual
2024-06-03	Goldman Sachs Emerging Markets Equity Fund Class	Sale (Partial)	Self	$15K – $50K	annual
2024-05-30	Goldman Sachs Short Duration Government Fund Cla	Sale (Partial)	Spouse	$15K – $50K	annual
2024-05-24	Wisdomtree Europe Hedged Equity Fund	Sale (Partial)	Self	$50K – $100K	annual
2024-05-24	S&P 500 SPDR	Sale (Partial)	Self	$100K – $250K	annual
2024-05-24	Russell 1000 Value Ishares ETF	Sale (Partial)	Self	$100K – $250K	annual
2024-05-24	Russell 1000 Growth Ishares ETF	Sale (Partial)	Self	$100K – $250K	annual
2024-05-24	iShares MSCI ACWI ex U.S. ETF	Sale (Partial)	Self	$50K – $100K	annual
2024-05-24	Goldman Sachs Small/Mid Cap Growth Fund Class P	Sale (Partial)	Self	$100K – $250K	annual
2024-05-24	Goldman Sachs Strategic International Equity Fun	Sale (Partial)	Self	$50K – $100K	annual
2024-05-24	Goldman Sachs Emerging Markets Equity Fund Class	Sale (Partial)	Self	$15K – $50K	annual
2024-05-24	Goldman Sachs Short Duration Tax Free Fund Class	Sale (Partial)	Spouse	$100K – $250K	annual
2024-05-24	Goldman Sachs Short Duration Government Fund Cla	Sale (Partial)	Spouse	$50K – $100K	annual
2024-05-24	Goldman Sachs Short Duration Bond Fund Class P S	Sale (Partial)	Spouse	$100K – $250K	annual
2024-04-18	US Treasury Note dtd 4/30/2022, due 4/30/2024	Sale (Full)	Self	$15K – $50K	annual
2024-04-18	Metropolitan West Total Return Bond Fd Plan Cl S	Purchase	Self	$1,001 – $15K	annual
2024-04-18	Neuberger Berman Core Bond Institutional Class	Purchase	Self	$1,001 – $15K	annual
2024-04-18	Jpmorgan Hedged Equity Fund I Class	Purchase	Self	$1,001 – $15K	annual
2024-04-18	Loomis Sayles Funds - Investment Grade Bond Fund	Purchase	Self	$15K – $50K	annual
2024-04-18	Gqg Partners US Select Quality Equity Fund Insti	Sale (Partial)	Self	$1,001 – $15K	annual
2024-04-18	Edgewood Growth Fund Insti	Sale (Partial)	Self	$1,001 – $15K	annual
2024-04-11	Wisdomtree Europe Hedged Equity Fund	Sale (Partial)	Self	$100K – $250K	annual
2024-04-11	iShares Russell 2000 ETF	Sale (Partial)	Self	$50K – $100K	annual
2024-04-11	iShares Russell 1000 Value ETF	Sale (Partial)	Self	$100K – $250K	annual
2024-04-11	iShares Russell 1000 Growth ETF	Sale (Partial)	Self	$100K – $250K	annual
2024-04-11	Goldman Sachs Small/Mid Cap Growth Fund Class P	Sale (Partial)	Self	$50K – $100K	annual
2024-04-11	Goldman Sachs Emerging Markets Equity Fund Class	Sale (Partial)	Self	$15K – $50K	annual
2024-04-11	Goldman Sachs Short Duration Tax Free Fund Class	Sale (Partial)	Spouse	$100K – $250K	annual
2024-04-11	Goldman Sachs Short Duration Government Fund Cla	Sale (Partial)	Spouse	$100K – $250K	annual
2024-04-11	Goldman Sachs Short Duration Bond Fund Class P S	Sale (Partial)	Spouse	$100K – $250K	annual
2024-04-11	Goldman Sachs High Yield Municipal Fund Class P	Sale (Partial)	Spouse	$50K – $100K	annual
2024-04-11	Goldman Sachs High Yield Floating Rate Fund Clas	Sale (Partial)	Self	$50K – $100K	annual
2024-02-26	Goldman Sachs Short Duration Tax Free Fund Class	Purchase	Spouse	$100K – $250K	annual
2023-12-29	iShares Russell 1000 Value ETF	Sale (Partial)	Spouse	$50K – $100K	annual
2023-12-27	iShares Russell 1000 Value ETF	Sale (Partial)	Spouse	$100K – $250K	annual
2023-12-18	iShares Russell 1000 Value ETF	Sale (Partial)	Self	$250K – $500K	annual
2023-12-15	Goldman Sachs Short Duration Government Fund Cla	Sale (Partial)	Spouse	$50K – $100K	annual
2023-12-15	Goldman Sachs Short Duration Bond Fund Class P S	Sale (Partial)	Spouse	$50K – $100K	annual
2023-12-15	Goldman Sachs Emerging Markets Equity Fund Class	Sale (Partial)	Spouse	$50K – $100K	annual
2023-12-15	Goldman Sachs Small/Mid Cap Growth Fund Class P	Sale (Partial)	Spouse	$100K – $250K	annual
2023-12-14	Goldman Sachs High Yield Floating Rate Fund Clas	Sale (Partial)	Self	$100K – $250K	annual
2023-12-14	iShares MSCI ACWI ex U.S. ETF	Sale (Partial)	Self	$100K – $250K	annual
2023-12-14	Goldman Sachs International Equity Insights Fund	Sale (Partial)	Self	$100K – $250K	annual
2023-12-14	iShares Russell 1000 Growth ETF	Sale (Partial)	Self	$250K – $500K	annual
2023-12-14	iShares Russell 1000 Value ETF	Sale (Partial)	Self	$250K – $500K	annual
2023-12-11	Metropolitan West Total Return Bond Fd Plan Cl S	Sale (Partial)	Self	$1,001 – $15K	annual
2023-11-30	Solamere Series IV Leaders Fund, LP	Purchase	Spouse	$1.0M – $5.0M	annual
2023-11-30	Solamere Series IV Flagship Fund, LP	Purchase	Spouse	$1.0M – $5.0M	annual
2023-11-29	Invesco Senior Loan ETF	Sale (Full)	Self	$1.0M – $5.0M	annual
2023-11-29	Invesco Senior Loan ETF	Sale (Full)	Spouse	$250K – $500K	annual
2023-11-29	Goldman Sachs High Yield Floating Rate Fund Clas	Purchase	Spouse	$250K – $500K	annual
2023-11-29	Goldman Sachs High Yield Floating Rate Fund Clas	Purchase	Self	$1.0M – $5.0M	annual
2023-11-28	VanEck ETF Trust VanEck High Yield Muni ETF	Sale (Full)	Self	$1.0M – $5.0M	annual
2023-11-28	VanEck ETF Trust VanEck High Yield Muni ETF	Sale (Full)	Spouse	$100K – $250K	annual
2023-11-28	Goldman Sachs High Yield Municipal Fund Class P	Purchase	Spouse	$100K – $250K	annual
2023-11-28	Goldman Sachs High Yield Municipal Fund Class P	Purchase	Self	$1.0M – $5.0M	annual
2023-11-17	Goldman Sachs Clean Energy Income Fund Class P S	Sale (Full)	Self	$250K – $500K	annual
2023-11-17	Goldman Sachs Clean Energy Income Fund Class P S	Sale (Full)	Spouse	$50K – $100K	annual
2023-11-17	S&P 500 SPDR	Purchase	Spouse	$50K – $100K	annual
2023-11-17	S&P 500 SPDR	Purchase	Self	$250K – $500K	annual
2023-10-17	Goldman Sachs High Yield Floating Rate Fund Clas	Sale (Partial)	Self	$1.0M – $5.0M	annual
2023-10-17	Goldman Sachs High Yield Floating Rate Fund Clas	Sale (Partial)	Spouse	$250K – $500K	annual
2023-10-17	Invesco Senior Loan ETF	Purchase	Spouse	$250K – $500K	annual
2023-10-17	Invesco Senior Loan ETF	Purchase	Self	$1.0M – $5.0M	annual
2023-10-16	Goldman Sachs High Yield Municipal Fund Class P	Sale (Partial)	Self	$1.0M – $5.0M	annual
2023-10-16	Goldman Sachs High Yield Municipal Fund Class P	Sale (Partial)	Spouse	$100K – $250K	annual
2023-10-16	VanEck ETF Trust VanEck High Yield Muni ETF	Purchase	Spouse	$100K – $250K	annual
2023-10-16	VanEck ETF Trust VanEck High Yield Muni ETF	Purchase	Self	$1.0M – $5.0M	annual
2023-09-29	Goldman Sachs Short Duration Government Fund Cla	Sale (Partial)	Spouse	$15K – $50K	annual
2023-09-25	Goldman Sachs Emerging Markets Equity Fund Class	Sale (Partial)	Self	$100K – $250K	annual
2023-09-25	Goldman Sachs Small/Mid Cap Growth Fund Class P	Sale (Partial)	Self	$100K – $250K	annual
2023-09-25	Goldman Sachs Short Duration Government Fund Cla	Sale (Partial)	Spouse	$100K – $250K	annual
2023-09-25	Goldman Sachs Short Duration Bond Fund Class P S	Sale (Partial)	Spouse	$100K – $250K	annual
2023-09-13	Goldman Sachs Short Duration Government Fund Cla	Sale (Partial)	Self	$50K – $100K	annual
2023-09-13	Goldman Sachs Short Duration Bond Fund Class P S	Sale (Partial)	Self	$50K – $100K	annual
2023-09-13	Goldman Sachs Small/Mid Cap Growth Fund Class P	Sale (Partial)	Self	$100K – $250K	annual
2023-09-07	Gqg Partners US Select Quality Equity Fund Insti	Sale (Partial)	Self	$1,001 – $15K	annual
2023-09-07	Edgewood Growth Fund Insti	Sale (Partial)	Self	$1,001 – $15K	annual
2023-08-31	Goldman Sachs Short Duration Bond Fund Class P S	Sale (Partial)	Self	$100K – $250K	annual
2023-08-31	Goldman Sachs Small/Mid Cap Growth Fund Class P	Sale (Partial)	Self	$100K – $250K	annual
2023-08-22	Goldman Sachs Short Duration Government Fund Cla	Sale (Partial)	Self	$50K – $100K	annual
2023-08-22	Goldman Sachs Short Duration Bond Fund Class P S	Sale (Partial)	Self	$50K – $100K	annual
2023-08-11	Goldman Sachs Short Duration Government Fund Cla	Sale (Partial)	Spouse	$15K – $50K	annual
2023-08-11	Goldman Sachs Short Duration Bond Fund Class P S	Sale (Partial)	Spouse	$15K – $50K	annual
2023-08-11	Jpmorgan Hedged Equity Fund I Class	Purchase	Self	$1,001 – $15K	annual
2023-08-11	Metropolitan West Total Return Bond Fd Plan Cl S	Purchase	Self	$1,001 – $15K	annual
2023-08-11	Fpa Queens Road Small Cap Value Fund Institution	Purchase	Self	$1,001 – $15K	annual
2023-08-11	Vanguard Wellesley Income Fund Admiral Shares	Sale (Full)	Self	$15K – $50K	annual
2023-08-11	Vanguard 500 Index Fd Admiral Shs	Sale (Partial)	Self	$1,001 – $15K	annual
2023-08-11	Gqg Partners US Select Quality Equity Fund Insti	Sale (Partial)	Self	$1,001 – $15K	annual
2023-08-11	Edgewood Growth Fund Insti	Sale (Partial)	Self	$1,001 – $15K	annual
2023-06-22	iShares MSCI ACWI ex U.S. ETF	Sale (Partial)	Self	$15K – $50K	annual
2023-06-22	WisdomTree Europe Hedged Equity Fund	Sale (Partial)	Self	$50K – $100K	annual
2023-06-22	Goldman Sachs Small/Mid Cap Growth Fund Class P	Sale (Partial)	Self	$15K – $50K	annual
2023-06-22	S&P 500 SPDR	Sale (Partial)	Self	$100K – $250K	annual
2023-06-22	iShares Russell 1000 Growth ETF	Sale (Partial)	Self	$50K – $100K	annual
2023-06-22	iShares Russell 1000 Value ETF	Sale (Partial)	Self	$50K – $100K	annual
2023-06-22	Goldman Sachs High Yield Floating Rate Fund Clas	Sale (Partial)	Spouse	$15K – $50K	annual
2023-06-22	Goldman Sachs High Yield Municipal Fund Class P	Sale (Partial)	Spouse	$15K – $50K	annual
2023-06-22	Goldman Sachs Short Duration Government Fund Cla	Sale (Partial)	Spouse	$100K – $250K	annual
2023-06-22	Goldman Sachs Short Duration Bond Fund Class P S	Sale (Partial)	Spouse	$100K – $250K	annual
2023-06-22	Goldman Sachs Short Duration Tax Free Fund Class	Sale (Partial)	Spouse	$100K – $250K	annual
2023-05-24	Goldman Sachs International Equity Insights Fund	Purchase	Spouse	$1,001 – $15K	annual
2023-05-24	S&P 500 SPDR	Purchase	Spouse	$1,001 – $15K	annual
2023-05-23	Goldman Sachs International Equity Insights Fund	Purchase	Spouse	$1,001 – $15K	annual
2023-05-23	S&P 500 SPDR	Purchase	Spouse	$15K – $50K	annual
2023-05-11	Goldman Sachs International Equity Insights Fund	Purchase	Spouse	$1,001 – $15K	annual
2023-05-11	S&P 500 SPDR	Purchase	Spouse	$1,001 – $15K	annual
2023-05-09	Goldman Sachs International Equity Insights Fund	Purchase	Spouse	$1,001 – $15K	annual
2023-05-09	S&P 500 SPDR	Purchase	Spouse	$1,001 – $15K	annual
2023-05-08	Goldman Sachs Short Duration Government Fund Cla	Purchase	Spouse	$15K – $50K	annual
2023-05-08	Goldman Sachs Short Duration Bond Fund Class P S	Purchase	Spouse	$15K – $50K	annual
2023-04-13	Goldman Sachs High Yield Floating Rate Fund Clas	Sale (Partial)	Spouse	$50K – $100K	annual
2023-04-13	Goldman Sachs High Yield Municipal Fund Class P	Sale (Partial)	Spouse	$50K – $100K	annual
2023-03-31	Goldman Sachs Short Duration Tax Free Fund Class	Sale (Partial)	Spouse	$15K – $50K	annual
2023-03-30	Goldman Sachs Short Duration Government Fund Cla	Sale (Partial)	Spouse	$50K – $100K	annual
2023-03-30	Goldman Sachs Short Duration Bond Fund Class P S	Sale (Partial)	Spouse	$50K – $100K	annual
2023-03-14	Goldman Sachs Short Duration Government Fund Cla	Sale (Partial)	Self	$100K – $250K	annual
2023-03-14	Goldman Sachs Short Duration Bond Fund Class P S	Sale (Partial)	Self	$100K – $250K	annual
2023-03-14	Vanguard Small-Cap Value Index Fd Admiral	Sale (Full)	Self	$1,001 – $15K	annual
2023-03-08	Neuberger Berman Core Bond Institutional Class	Sale (Partial)	Self	$1,001 – $15K	annual
2023-03-08	Edgewood Growth Fund Insti	Sale (Partial)	Self	$1,001 – $15K	annual
2023-03-08	Gqg Partners US Select Quality Equity Fund Insti	Sale (Partial)	Self	$1,001 – $15K	annual
2023-02-23	Bank of Nova Scotia Structured Note Upside Levered Capped due 2/23/2023, linked to GSPINFL	Sale (Full)	Self	$250K – $500K	annual
2023-02-22	Goldman Sachs High Yield Floating Rate Fund Clas	Sale (Partial)	Self	$50K – $100K	annual
2023-02-22	Goldman Sachs Short Duration Government Fund Cla	Sale (Partial)	Self	$250K – $500K	annual
2023-02-22	Goldman Sachs Short Duration Bond Fund Class P S	Sale (Partial)	Self	$250K – $500K	annual
2023-02-22	Goldman Sachs Short Duration Tax Free Fund Class	Sale (Partial)	Self	$50K – $100K	annual
2023-02-22	iShares MSCI ACWI ex U.S. ETF	Sale (Partial)	Self	$100K – $250K	annual
2023-02-22	WisdomTree Europe Hedged Equity Fund	Sale (Partial)	Self	$100K – $250K	annual
2023-02-22	Goldman Sachs Emerging Markets Equity Fund Class	Sale (Partial)	Self	$100K – $250K	annual
2023-02-22	Goldman Sachs Emerging Markets Equity Fund Class	Sale (Partial)	Self	$100K – $250K	annual
2023-02-22	Goldman Sachs Small/Mid Cap Growth Fund Class P	Sale (Partial)	Self	$100K – $250K	annual
2023-02-22	S&P 500 SPDR	Sale (Partial)	Self	$250K – $500K	annual
2023-02-22	iShares Russell 1000 Growth ETF	Sale (Partial)	Self	$500K – $1.0M	annual
2023-02-22	iShares Russell 1000 Value ETF	Sale (Partial)	Self	$500K – $1.0M	annual
2023-02-22	iShares Russell 2000 ETF	Sale (Partial)	Self	$100K – $250K	annual
2023-02-22	Goldman Sachs High Yield Floating Rate Fund Clas	Sale (Partial)	Spouse	$50K – $100K	annual
2023-02-22	Goldman Sachs Short Duration Government Fund Cla	Sale (Partial)	Spouse	$250K – $500K	annual
2023-02-22	Goldman Sachs Short Duration Bond Fund Class P S	Sale (Partial)	Spouse	$250K – $500K	annual
2023-02-22	Goldman Sachs Short Duration Tax Free Fund Class	Sale (Partial)	Spouse	$50K – $100K	annual
2023-02-22	Goldman Sachs International Equity Insights Fund	Sale (Partial)	Spouse	$100K – $250K	annual
2023-02-22	S&P 500 SPDR	Purchase	Self	$250K – $500K	annual
2023-02-16	Vanguard Wellesley Income Fund Admiral Shares	Purchase	Self	$1,001 – $15K	annual
2023-02-15	Metropolitan West Total Return Bond Fd Plan Cl S	Purchase	Self	$1,001 – $15K	annual
2023-02-15	Artisan International Value Fd Insti Shs	Purchase	Self	$1,001 – $15K	annual
2023-02-15	Gqg Partners US Select Quality Equity Fund Insti	Sale (Partial)	Self	$1,001 – $15K	annual
2023-02-14	Goldman Sachs Short Duration Government Fund Cla	Sale (Partial)	Spouse	$250K – $500K	annual
2023-02-14	Goldman Sachs Short Duration Bond Fund Class P S	Sale (Partial)	Spouse	$250K – $500K	annual
2023-02-14	Goldman Sachs Emerging Markets Equity Fund Class	Sale (Partial)	Spouse	$100K – $250K	annual
2023-02-14	S&P 500 SPDR	Sale (Partial)	Spouse	$250K – $500K	annual
2023-02-13	Goldman Sachs High Yield Floating Rate Fund Clas	Sale (Partial)	Self	$50K – $100K	annual
2023-02-13	Goldman Sachs Short Duration Government Fund Cla	Sale (Partial)	Self	$250K – $500K	annual
2023-02-13	Goldman Sachs Short Duration Bond Fund Class P S	Sale (Partial)	Self	$250K – $500K	annual
2023-02-13	Goldman Sachs Short Duration Tax Free Fund Class	Sale (Partial)	Self	$50K – $100K	annual
2023-02-13	iShares MSCI ACWI ex U.S. ETF	Sale (Partial)	Self	$50K – $100K	annual
2023-02-13	WisdomTree Europe Hedged Equity Fund	Sale (Partial)	Self	$50K – $100K	annual
2023-02-13	Goldman Sachs Strategic International Equity Fun	Sale (Partial)	Self	$50K – $100K	annual
2023-02-13	Goldman Sachs Emerging Markets Equity Fund Class	Sale (Partial)	Self	$50K – $100K	annual
2023-02-13	Goldman Sachs Small/Mid Cap Growth Fund Class P	Sale (Partial)	Self	$100K – $250K	annual
2023-02-13	S&P 500 SPDR	Sale (Partial)	Self	$250K – $500K	annual
2023-02-13	iShares Russell 1000 Growth ETF	Sale (Partial)	Self	$250K – $500K	annual
2023-02-13	iShares Russell 1000 Value ETF	Sale (Partial)	Self	$250K – $500K	annual
2023-02-13	iShares Russell 2000 ETF	Sale (Partial)	Self	$100K – $250K	annual
2023-02-13	Goldman Sachs High Yield Floating Rate Fund Clas	Sale (Partial)	Spouse	$50K – $100K	annual
2023-02-13	GMDPX	Sale (Partial)	Spouse	$250K – $500K	annual
2023-02-13	Goldman Sachs Short Duration Bond Fund Class P S	Sale (Partial)	Spouse	$250K – $500K	annual
2023-02-13	Goldman Sachs Short Duration Tax Free Fund Class	Sale (Partial)	Spouse	$50K – $100K	annual
2023-02-13	Goldman Sachs International Equity Insights Fund	Sale (Partial)	Spouse	$50K – $100K	annual
2023-02-01	iShares MSCI ACWI ex U.S. ETF	Purchase	Spouse	$1,001 – $15K	annual
2023-02-01	Goldman Sachs International Equity Insights Fund	Purchase	Spouse	$1,001 – $15K	annual
2023-02-01	Goldman Sachs Small/Mid Cap Growth Fund Class P	Purchase	Spouse	$1,001 – $15K	annual
2023-02-01	S&P 500 SPDR	Purchase	Spouse	$15K – $50K	annual
2023-01-31	Goldman Sachs Short Duration Government Fund Cla	Purchase	Spouse	$100K – $250K	annual
2023-01-31	Goldman Sachs Short Duration Bond Fund Class P S	Purchase	Spouse	$100K – $250K	annual
2023-01-19	iShares MSCI ACWI ex U.S. ETF	Purchase	Spouse	$1,001 – $15K	annual
2023-01-19	Goldman Sachs International Equity Insights Fund	Purchase	Spouse	$1,001 – $15K	annual
2023-01-19	Goldman Sachs Small/Mid Cap Growth Fund Class P	Purchase	Spouse	$1,001 – $15K	annual
2023-01-19	S&P 500 SPDR	Purchase	Spouse	$50K – $100K	annual
2023-01-18	Goldman Sachs High Yield Floating Rate Fund Clas	Purchase	Spouse	$15K – $50K	annual
2023-01-18	Goldman Sachs High Yield Municipal Fund Class P	Purchase	Spouse	$15K – $50K	annual
2023-01-18	Goldman Sachs Short Duration Government Fund Cla	Purchase	Spouse	$100K – $250K	annual
2023-01-18	Goldman Sachs Short Duration Bond Fund Class P S	Purchase	Spouse	$100K – $250K	annual
2023-01-18	Goldman Sachs Short Duration Tax Free Fund Class	Purchase	Spouse	$15K – $50K	annual
2023-01-03	Goldman Sachs High Yield Floating Rate Fund Clas	Sale (Partial)	Spouse	$50K – $100K	annual
2023-01-03	Goldman Sachs High Yield Municipal Fund Class P	Sale (Partial)	Spouse	$15K – $50K	annual

Financial disclosures

22 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
Apr 8, 2025	Termination Report for 01/03/2025	147
Dec 3, 2024	Termination Report for 2025 Due Date Extension 1	0
Aug 12, 2024	Annual Report for Calendar 2023	166
Mar 21, 2024	Annual Report for 2023 Due Date Extension 1	0
Aug 10, 2023	Annual Report for Calendar 2022	175
Mar 28, 2023	Annual Report for 2022 Due Date Extension 1	0
Aug 15, 2022	Annual Report for Calendar 2021	208
Mar 31, 2022	Annual Report for 2021 Due Date Extension 1	0
Dec 6, 2021	Annual Report for Calendar 2020 (Amendment 1)	38
Aug 25, 2021	Annual Report for Calendar 2019 (Amendment 4)	65
Aug 16, 2021	Annual Report for Calendar 2020	38
Mar 22, 2021	Annual Report for 2020 Due Date Extension 1	0
Mar 10, 2021	Annual Report for Calendar 2019 (Amendment 3)	65
Feb 8, 2021	Annual Report for Calendar 2019 (Amendment 2)	65
Jan 12, 2021	Annual Report for Calendar 2019 (Amendment 1)	65
Aug 12, 2020	Annual Report for Calendar 2019	65
Mar 4, 2020	Annual Report for 2019 Due Date Extension 1	0
Dec 20, 2019	Annual Report for Calendar 2018 (Amendment 1)	699
Aug 14, 2019	Candidate Report (Amendment 1)	1085
Aug 13, 2019	Annual Report for Calendar 2018	698
Apr 2, 2019	Annual Report for 2018 Due Date Extension 1	0
Mar 23, 2018	Candidate Report	1082