Senate Files

Senators

Pete Ricketts R

Republican senator from Nebraska, serving since Jan 23, 2023. Up for re-election in 2026.

Among all 100 senators

Each dot is a senator; Ricketts 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

$14.5M$49K$115.9M

Votes with their party

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

99.6%79.5%100.0%

Missed votes

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

1.0%0.0%15.0%

Lobbyists' giving

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

$3.5M$6,000$11.9M

Money from out of state

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

70%21%98%

Bills sponsored

In the 119th Congress (Congress.gov)

672191

Voting record

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

0.45← more liberalmore conservative →

Where their campaign money comes from

2025–26
$14.5M
2023–24
$5.9M
See the data
PeriodRaisedIndividualsPACsPartiesOwn moneySpentCashOutside forOutside against
2025–26$14,546,959$2,861,507$1,912,381$62,000$7,296,348$13,815,790$1,218,139$795,770$431
2023–24$5,876,228$1,698,881$1,384,794$0$120,068$5,388,941$486,969$30,955$0

FEC totals through Oct 14, 2026.

Who gives to them

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

2025–26
$2.0M
2023–24
$1.5M

Where it came from

  • Less
  • More
  • Their state
AKMEVTNHWAIDMTNDMNILWIMINYRIMAORNVWYSDIAINOHPANJCTCAUTCONEMOKYWVVAMDDEAZNMKSARTNNCSCOKLAMSALGAHITXFL

Their donors' employers

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

PEARSON & ASSOCIATES
$293K
HOLTZMAN VOGEL PLLC
$116K
S 3 GROUP
$102K
MARQUIS MANAGEMENT INC
$59K
BP
$48K
BUNGE NORTH AMERICA PAC
$32K
THE WINDQUEST GROUP
$27K
DELOITTE PAC
$24K
EDW C LEVY CO
$23K
STATE OF NEBRASKA
$21K
REYES HOLDINGS LLC
$20K
COINBASE
$18K
The largest donors, and the numbers
PeriodItemizedContributionsFrom NERetired donors
2025–26$1,981,9212,05730%15%
2023–24$1,536,6341,85330%11%
DonorWhereEmployer, occupationTotal
LEVY, EDWARD JR.BIRMINGHAM, MIEDW. C LEVY CO, CHAIRMAN$20,600
DINSDALE, TOMGRAND ISLAND, NETOM DINSDALE CHEVROLET CADILLAC GMC HY, PRESIDENT$14,000
HASLAM, WILLIAMKNOXVILLE, TNSTATE OF TENNESSEE, FORMER GOVERNOR$14,000
HOFER, LINDAFORT CALHOUN, NERETIRED, RETIRED$14,000
KEYS, ANDREWDORADO, PRTHE ETHER MACHINE, CHAIRMAN$14,000
MATHISEN, DANCOLLEYVILLE, TXRETIRED, RETIRED$14,000
MORGAN, NICHOLASHOUSTON, TXADAPTIVE CONSTRUCTION SOLUTIONS, PRESIDENT$14,000
DRESNER, LINDABIRMINGHAM, MIRETIRED, RETIRED$13,600
MARQUIS, JASONPRINCETON, ILMARQUIS MANAGEMENT, INC., COO$13,600
MARQUIS, THOMASPRINCETON, ILMARQUIS MANAGEMENT, INC., SVP$13,600
KNOBBE, SCOTTWEST POINT, NEHARRY KNOBBE FEED YARDS, MANAGER$10,000
MAYER, DAVIDOMAHA, NEDVORAK LAW GROUP, ATTORNEY$10,000
MARSHALL, NORRISKEARNEY, NEMARSHALL ENGINE, OWNER/ CEO$8,000
ABBOUD, JOSIEOMAHA, NEMETHODIST HEALTH SYSTEM, PRESIDENT & CEO$7,000
ANDREWS, DUANEINCLINE VILLAGE, NVCLEAR CAPITAL, CEO$7,000
BANKE, BARBARA R.SANTA ROSA, CAKENDALL JACKSON, WINE INDUSTRY$7,000
BECKER, TODDOMAHA, NECORE SCIENTIFIC, BOARD MEMBER$7,000
BRIGGS, DAVIDTIMNATH, COWESTCO, CEO$7,000
BURNS, EMILYAUSTIN, TXHOLTZMAN VOGEL, PLLC, HOMEMAKER$7,000
CASSLING, MICHAELOMAHA, NECQUENCE HEALTH GROUP, CEO$7,000
CLICK, VICKITUCSON, AZJIM CLICK AUTOMOTIVE TEAM, CONSULTANT$7,000
DINKLAGE, JEFFWISNER, NEHERMAN DINKLAGE INC, OWNER$7,000
DONOVAN, LIAMTUCSON, AZLIAM DONOVAN, TRADER$7,000
DYER, WILLIAMOMAHA, NESTANDARD NUTRITION, PRESIDENT$7,000
EDELMAN, JOSEPHNEW YORK, NYPERCEPTIVE ADVISORS, PORTFOLIO MANAGER$7,000

Their biggest PAC and party givers

YOUNG VICTORY COMMITTEE
$62K
STEER PAC
$20K
$20K
CRAPO
$20K
BOOZMAN
$20K
All 25
CommitteeConnected organizationTotalGifts
NRSCYOUNG VICTORY COMMITTEE$62,0001
UBS AMERICAS INC. POLITICAL ACTION COMMITTEE (UBS PAC)UBS AMERICAS INC.$25,0007
STEER PAC$20,0004
NEBRASKA SANDHILLS PACFISCHER$20,0004
LETS GET TO WORK PACSCOTT$20,0004
FREEDOM FUNDCRAPO$20,0004
COMCAST CORPORATION & NBCUNIVERSAL POLITICAL ACTION COMMITTEE - FEDERALCOMCAST CORPORATION$20,0005
ARKANSAS FOR LEADERSHIP POLITICAL ACTION COMMITTEE (ARKPAC)BOOZMAN$20,0004
AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS POLITICAL ACTION COMMITTEEAMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS$20,0005
UNITED PARCEL SERVICE, INC. PAC (UPSPAC)UNITED PARCEL SERVICE, INC.$19,0005
WINE AND SPIRITS WHOLESALERS OF AMERICA, INC. POLITICAL ACTION COMMITTEEWINE & SPIRITS WHOLESALERS OF AMERICA$17,5005
THE HAWKEYE PACGOLDFINCH PAC$17,5009
NATIONAL ASSOCIATION OF CONVENIENCE STORES POLITICAL ACTION COMMITTEENATIONAL ASSOCIATION OF CONVENIENCE STORES$17,5006
GOOGLE LLC NETPACGOOGLE LLC$17,5005
BECTON DICKINSON AND COMPANY PACBECTON DICKINSON AND COMPANY PAC$17,5005
ARCHER DANIELS MIDLAND COMPANY - ADM PACARCHER DANIELS MIDLAND COMPANY$17,5007
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS POLITICAL ACTION COMMNATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS$16,5007
MICROSOFT CORPORATION STAKEHOLDERS VOLUNTARY PAC - MSVPACMICROSOFT CORPORATION$16,0007
NEBRASKA FARM BUREAU FEDERATIONNEBRASKA FARM BUREAU FEDERATION$15,5008
THE PETER NORBECK LEADERSHIP PACROUNDS$15,0003
SENATE EAGLE PACTEAM HAGERTY VICTORY$15,0003
RESPONSIBILITY AND FREEDOM WORK PAC (RFWPAC)WICKER VICTORY COMMITTEE$15,0003
NEXTERA ENERGY, INC. POLITICAL ACTION COMMITTEENEXTERA ENERGY, INC$15,0007
NCTA - THE INTERNET & TELEVISION ASSOCIATION POLITICAL ACTION COMMITTEE (NCTAPAC)$15,0006
NATIONAL RESTAURANT ASSOCIATION PAC (RESTAURANT PAC)NATIONAL RESTAURANT ASSOCIATION$15,0003

Outside spending for and against them

All of it
$827K

Who spent it

FELLOWSHIP PAC
$350K
DEFENDING OUR VALUES PAC
$274K
SLF PAC
$157K
NATIONAL ASSOCIATION OF REALTORS POLITICAL ACTION COMMITTEE
$17K
CLUB FOR GROWTH PAC
$15K
NATIONAL RIGHT TO LIFE VICTORY FUND
$9,035
NATIONAL RIFLE ASSOCIATION OF AMERICA POLITICAL VICTORY FUND
$5,382
INDIGO PAC
$431
See the data
SpenderFor or againstTotalReports
FELLOWSHIP PACfor$350,0001
DEFENDING OUR VALUES PACfor$274,4854
SLF PACfor$156,6662
NATIONAL ASSOCIATION OF REALTORS POLITICAL ACTION COMMITTEEfor$16,5382
CLUB FOR GROWTH PACfor$14,6198
NATIONAL RIGHT TO LIFE VICTORY FUNDfor$9,0354
NATIONAL RIFLE ASSOCIATION OF AMERICA POLITICAL VICTORY FUNDfor$5,3822
INDIGO PACagainst$4311

What lobbyists report giving them

By the lobbying firm or organization that filed: contributions to their campaigns and PACs, and payments to honor them (LD-203).

All 25
RegistrantTotalItemsFirstLatest
HOLLAND & KNIGHT LLP$61,00021May 4, 2023Jun 16, 2026
K&L GATES, LLP$44,50022Nov 7, 2023Jul 15, 2025
KOCH GOVERNMENT AFFAIRS, LLC$40,80011Mar 20, 2023Jun 25, 2026
BROWNSTEIN HYATT FARBER SCHRECK, LLP$40,20029Jun 29, 2023Sep 30, 2025
GROWTH ENERGY, INC.$40,0008Mar 28, 2023Mar 10, 2026
UNION PACIFIC CORPORATION$38,50010Mar 15, 2023May 29, 2026
UPS (UNITED PARCEL SERVICE)$37,50011Jun 26, 2023May 15, 2026
COMCAST CORPORATION$37,50011Jun 8, 2023May 21, 2026
NATIONAL MULTIFAMILY HOUSING COUNCIL, INC.$35,0007May 18, 2023Jun 3, 2026
UBS AMERICAS INC.$30,0008May 7, 2024Apr 13, 2026
POET, LLC$30,0006Mar 29, 2023Jun 25, 2026
AFLAC INCORPORATED$30,0009Feb 28, 2023Mar 20, 2026
HONEYWELL INTERNATIONAL$28,00011Oct 31, 2023May 27, 2026
H.A. CUMBER & COMPANY, INC.$28,0004May 6, 2026May 6, 2026
NATIONAL CATTLEMEN'S BEEF ASSOCIATION$27,5008Mar 7, 2023Jul 22, 2025
CHARTER COMMUNICATIONS, INC.$27,5008Sep 27, 2023Mar 25, 2026
CAPITAL ONE FINANCIAL CORPORATION$27,5006Aug 18, 2023Apr 24, 2026
AICPA ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS$27,5007May 8, 2024Mar 23, 2026
COX ENTERPRISES INC.$27,00011Mar 6, 2023Jan 9, 2026
NATIONAL SHOOTING SPORTS FOUNDATION$25,0007May 30, 2023Jun 16, 2026
NATIONAL CORN GROWERS ASSN$25,00011Jul 24, 2023Sep 24, 2025
MORTGAGE BANKERS ASSOCIATION$25,0005Feb 29, 2024Jun 26, 2026
INDEPENDENT INSURANCE AGENTS & BROKERS OF AMERICA$25,0007Mar 23, 2023Mar 27, 2026
GENERAL DYNAMICS CORP$25,0007Jun 7, 2023Jan 13, 2026
BNSF RAILWAY COMPANY$25,0005Jun 12, 2023Oct 6, 2025

How they've voted lately

Their last 150 roll calls in the 119th Congress, oldest to newest.

  • Yea
  • Nay
  • Not voting
  • Against their party
Apr 28, 2026Sep 30, 2026

On the most-lobbied bills

How many clients' lobbying reports named each bill; the bar's color is their vote on its deciding roll call.

H.R. 1
An act to provide for reconciliation pursuant to title II of H. Con. R…
3,419 clients
H.R. 2670
National Defense Authorization Act for Fiscal Year 2024
959 clients
S. 2296
National Defense Authorization Act for Fiscal Year 2026
863 clients
S. 4784
National Defense Authorization Act for Fiscal Year 2027
848 clients
H.R. 1968
Full-Year Continuing Appropriations and Extensions Act, 2025
812 clients
S. 2226
National Defense Authorization Act for Fiscal Year 2024
745 clients
H.R. 4366
Consolidated Appropriations Act, 2024
728 clients
H.R. 4016
Department of Defense Appropriations Act, 2026
711 clients
H.R. 10545
American Relief Act, 2025
599 clients
H.R. 7024
Tax Relief for American Families and Workers Act of 2024
573 clients
H.R. 2882
Further Consolidated Appropriations Act, 2024
553 clients
H.Con.Res. 14
Establishing the congressional budget for the United States Government…
551 clients
H.R. 7148
Consolidated Appropriations Act, 2026
473 clients
H.R. 5371
Continuing Appropriations, Agriculture, Legislative Branch, Military C…
438 clients
H.R. 3935
FAA Reauthorization Act of 2024
414 clients
Every vote
DateQuestionMeasureVoteResult
Sep 30, 2026On the NominationPN1129 Keith Sonderling, of Florida, to be Secretary of LaboryeaNomination Confirmed
Sep 30, 2026On the Cloture MotionPN1129 Keith Sonderling, of Florida, to be Secretary of LaboryeaCloture Motion Agreed to
Sep 30, 2026On Cloture on the Motion to ProceedH.R. 9340 A bill to amend the Public Utility Regulatory Policies Act of 1978 to establish a Federal standard relating to the recovery of the full, incyeaCloture on the Motion to Proceed Rejected
Sep 30, 2026On Cloture on the Motion to ProceedH.R. 7008 A bill to amend chapter 131 of title 5 to require certain restrictions on stocks for Members of Congress and their spouses and dependents, ayeaCloture on the Motion to Proceed Rejected
Sep 29, 2026On the Motion to DischargeS.Res. 852 A resolution requesting information on Israel's human rights practices pursuant to section 502B(c) of the Foreign Assistance Act of 1961.nayMotion to Discharge Rejected
Sep 29, 2026On the Motion to ProceedS.J.Res. 197 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the CentnayMotion to Proceed Rejected
Sep 28, 2026On Passage of the BillS. 4668 A bill to protect the name, image, and likeness rights of, and provide protections for, student athletes and to promote fair competition amoyeaBill Passed
Sep 28, 2026On the AmendmentS. 4668 To establish certain standards with respect to coaches of varsity sports teams.nayAmendment Rejected
Sep 28, 2026On the AmendmentS. 4668 To increase the limitation on funding for post-eligibility insurance and catastrophic injury for student athletes.nayAmendment Rejected
Sep 28, 2026On the AmendmentS. 4668 To limit price increases for college athletics tickets.nayAmendment Rejected
Sep 28, 2026On the AmendmentS. 4668 To improve the bill.nayAmendment Rejected
Sep 28, 2026On the AmendmentS. 4668 To modify the provision relating to the relationship of this Act to existing law.yeaAmendment Agreed to
Sep 24, 2026On the Concurrent ResolutionH.Con.Res. 89 A concurrent resolution directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed ForcesnayConcurrent Resolution Rejected
Sep 24, 2026On the Cloture MotionS. 4668 A bill to protect the name, image, and likeness rights of, and provide protections for, student athletes and to promote fair competition amoyeaCloture Motion Agreed to
Sep 24, 2026On the AmendmentS. 4668 In the nature of a substitute.yeaAmendment Agreed to
Sep 23, 2026On the NominationPN9991 Angela Veronica Colmenero, of Texas, to be United States District Judge for the Southern District of TexasyeaNomination Confirmed
Sep 22, 2026On the Cloture MotionS. 4668 In the nature of a substitute.yeaCloture Motion Agreed to
Sep 22, 2026On the Cloture MotionPN9991 Angela Veronica Colmenero, of Texas, to be United States District Judge for the Southern District of TexasyeaCloture Motion Agreed to
Sep 17, 2026On the NominationPN9994 Kasdin Miller Mitchell, of Texas, to be United States District Judge for the Northern District of TexasyeaNomination Confirmed
Sep 17, 2026On the Cloture MotionPN9994 Kasdin Miller Mitchell, of Texas, to be United States District Judge for the Northern District of TexasyeaCloture Motion Agreed to
Sep 17, 2026On the Motion to ProceedS. 4668 A bill to protect the name, image, and likeness rights of, and provide protections for, student athletes and to promote fair competition amoyeaMotion to Proceed Agreed to
Sep 15, 2026On Cloture on the Motion to ProceedS. 4668 A bill to protect the name, image, and likeness rights of, and provide protections for, student athletes and to promote fair competition amoyeaCloture on the Motion to Proceed Agreed to
Sep 15, 2026On Cloture on the Motion to ProceedH.R. 3633 To provide for a system of regulation of the offer and sale of digital commodities by the Securities and Exchange Commission and the CommodiyeaCloture on the Motion to Proceed Rejected
Sep 15, 2026On the NominationPN10933 Matthew R. Byrne, of Ohio, to be United States District Judge for the Southern District of OhioyeaNomination Confirmed
Sep 14, 2026On the Cloture MotionPN10933 Matthew R. Byrne, of Ohio, to be United States District Judge for the Southern District of OhioyeaCloture Motion Agreed to
Aug 8, 2026On Cloture on the Motion to ProceedS. 5271 A bill to amend the Help America Vote Act of 2002 to require voters to provide photo identification.yeaCloture on the Motion to Proceed Rejected
Aug 8, 2026On the NominationPN1078 Todd Blanche, of Florida, to be Attorney GeneralyeaNomination Confirmed
Aug 8, 2026On the Cloture MotionPN1078 Todd Blanche, of Florida, to be Attorney GeneralyeaCloture Motion Agreed to
Aug 8, 2026On Passage of the BillH.R. 6500 An act making continuing appropriations and extensions for fiscal year 2027, and for other purposes.yeaBill Passed
Aug 8, 2026On the Motion to TableH.R. 6500 To strike section 2019.nayMotion to Table Agreed to
Aug 7, 2026On the Cloture MotionH.R. 6500 In the nature of a substitute.yeaCloture Motion Agreed to
Aug 7, 2026On the NominationPN73011 Francis Brooke, of Virginia, to be Deputy Secretary of the Treasury; and George McMaster, of South Carolina, to be an Assistant Secretary ofyeaNomination Confirmed
Aug 7, 2026On Passage of the BillH.R. 5334 An act to impose sanctions and other measures with respect to the Russian Federation, as championed by the late Senator Lindsey O. Graham, ayeaBill Passed
Aug 7, 2026On the AmendmentH.R. 5334 To strike the provision relating to duties on countries that purchase Russian-origin crude oil or natural gas or facilitate sanctions evasionayAmendment Rejected
Aug 5, 2026On the Motion to ProceedS.J.Res. 187 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the EnvinayMotion to Proceed Rejected
Aug 5, 2026On the Cloture MotionPN73011 Francis Brooke, of Virginia, to be Deputy Secretary of the Treasury; and George McMaster, of South Carolina, to be an Assistant Secretary ofyeaCloture Motion Agreed to
Aug 5, 2026On the NominationPN932 Erica Schwartz, of Florida, to be Director of the Centers for Disease Control and PreventionyeaNomination Confirmed
Aug 5, 2026On the Cloture MotionPN932 Erica Schwartz, of Florida, to be Director of the Centers for Disease Control and PreventionyeaCloture Motion Agreed to
Aug 3, 2026On Cloture on the Motion to ProceedH.R. 6500 A bill to extend duty-free treatment provided with respect to imports from certain countries in Africa under the African Growth and OpportunyeaCloture on the Motion to Proceed Agreed to
Jul 30, 2026On the ResolutionS.Res. 817 An executive resolution authorizing the en bloc consideration in Executive Session of certain nominations on the Executive Calendar.yeaResolution Agreed to
Jul 30, 2026On the Motion to DischargeS.J.Res. 181 A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that nayMotion to Discharge Rejected
Jul 30, 2026On the Motion to ProceedS.J.Res. 199 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the DepanayMotion to Proceed Rejected
Jul 29, 2026On the Cloture MotionS.Res. 817 An executive resolution authorizing the en bloc consideration in Executive Session of certain nominations on the Executive Calendar.yeaCloture Motion Agreed to
Jul 29, 2026On the Motion to ProceedH.R. 5334 A bill to amend the Internal Revenue Code of 1986 to allow early childhood educators to take the educator expense deduction, and for other pyeaMotion to Proceed Agreed to
Jul 28, 2026On Cloture on the Motion to ProceedH.R. 5334 A bill to amend the Internal Revenue Code of 1986 to allow early childhood educators to take the educator expense deduction, and for other pyeaCloture on the Motion to Proceed Agreed to
Jul 28, 2026On the NominationPN1092 Walter Clayton, of New York, to be Director of National IntelligenceyeaNomination Confirmed
Jul 27, 2026On the Cloture MotionPN1092 Walter Clayton, of New York, to be Director of National Intelligencenot votingCloture Motion Agreed to
Jul 23, 2026On the NominationPN9995 Antonio M. Pozos, of Pennsylvania, to be United States District Judge for the Eastern District of PennsylvaniayeaNomination Confirmed
Jul 23, 2026On the NominationPN9996 Daniel Mack Traynor, of North Dakota, to be United States Circuit Judge for the Eighth CircuityeaNomination Confirmed
Jul 23, 2026On the Motion to DischargeS.J.Res. 180 A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that nayMotion to Discharge Rejected
Jul 22, 2026On the Cloture MotionPN9996 Daniel Mack Traynor, of North Dakota, to be United States Circuit Judge for the Eighth CircuityeaCloture Motion Agreed to
Jul 22, 2026On the Cloture MotionPN9995 Antonio M. Pozos, of Pennsylvania, to be United States District Judge for the Eastern District of PennsylvaniayeaCloture Motion Agreed to
Jul 22, 2026On the NominationPN9993 Michael C. Martin, of Michigan, to be United States District Judge for the Eastern District of MichiganyeaNomination Confirmed
Jul 22, 2026On the Cloture MotionPN9993 Michael C. Martin, of Michigan, to be United States District Judge for the Eastern District of MichiganyeaCloture Motion Agreed to
Jul 22, 2026On the NominationPN9381 Benjamin M. Flowers, of Ohio, to be United States Circuit Judge for the Sixth CircuityeaNomination Confirmed
Jul 21, 2026On the NominationPN8518 Kara Marie Westercamp, of Virginia, to be a Judge of the United States Court of International TradeyeaNomination Confirmed
Jul 20, 2026On the Cloture MotionPN9381 Benjamin M. Flowers, of Ohio, to be United States Circuit Judge for the Sixth CircuityeaCloture Motion Agreed to
Jul 16, 2026On the Motion to ProceedS.J.Res. 198 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the CentnayMotion to Proceed Rejected
Jul 16, 2026On the Cloture MotionPN8518 Kara Marie Westercamp, of Virginia, to be a Judge of the United States Court of International TradeyeaCloture Motion Agreed to
Jul 15, 2026On the NominationPN9304 Jeffrey T. Kuntz, of Florida, to be United States District Judge for the Southern District of FloridayeaNomination Confirmed
Jul 15, 2026On the Cloture MotionPN9304 Jeffrey T. Kuntz, of Florida, to be United States District Judge for the Southern District of FloridayeaCloture Motion Agreed to
Jul 14, 2026On Cloture on the Motion to ProceedS. 4784 An original bill to authorize appropriations for fiscal year 2027 for military activities of the Department of Defense, for military construyeaCloture on the Motion to Proceed Rejected
Jul 14, 2026On the NominationPN9382 Matthew A. Schwartz, of New York, to be United States Circuit Judge for the Second CircuityeaNomination Confirmed
Jul 13, 2026On the NominationPN9303 Arthur Roberts Jones, of Texas, to be United States District Judge for the Southern District of TexasyeaNomination Confirmed
Jun 24, 2026On the Motion to ProceedS.J.Res. 185 A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that nayMotion to Proceed Rejected
Jun 24, 2026On the Cloture MotionPN9382 Matthew A. Schwartz, of New York, to be United States Circuit Judge for the Second CircuityeaCloture Motion Agreed to
Jun 24, 2026On the Motion to ProceedS.J.Res. 196 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the DepanayMotion to Proceed Rejected
Jun 24, 2026On the Cloture MotionPN9303 Arthur Roberts Jones, of Texas, to be United States District Judge for the Southern District of TexasyeaCloture Motion Agreed to
Jun 24, 2026On the NominationPN9302 Michael J. Hendershot, of Ohio, to be United States District Judge for the Northern District of OhioyeaNomination Confirmed
Jun 24, 2026On the Cloture MotionPN9302 Michael J. Hendershot, of Ohio, to be United States District Judge for the Northern District of OhioyeaCloture Motion Agreed to
Jun 24, 2026On the NominationPN9307 John George Edward Marck, of Texas, to be United States District Judge for the Southern District of TexasyeaNomination Confirmed
Jun 24, 2026On the Cloture MotionPN9307 John George Edward Marck, of Texas, to be United States District Judge for the Southern District of TexasyeaCloture Motion Agreed to
Jun 23, 2026On the Concurrent ResolutionH.Con.Res. 86 A concurrent resolution directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed ForcesnayConcurrent Resolution Agreed to
Jun 23, 2026On the NominationPN8593 Darrell Owens, of Pennsylvania, to be U.S. Representative to the Organization for Security and Cooperation in Europe, with the rank of AmbasyeaNomination Confirmed
Jun 22, 2026On the MotionH.R. 6644 A bill a bill to increase the supply of housing in America, and for other purposes.yeaMotion Agreed to
Jun 18, 2026On the NominationPN73033 George Holding, of North Carolina, to be United States Director of the European Bank for Reconstruction and DevelopmentyeaNomination Confirmed
Jun 18, 2026On the Cloture MotionH.R. 6644 A bill a bill to increase the supply of housing in America, and for other purposes.yeaCloture Motion Agreed to
Jun 17, 2026On the Motion to DischargeS.Res. 616 A resolution requesting information on Honduras's human rights practices pursuant to section 502B(c) of the Foreign Assistance Act of 1961.nayMotion to Discharge Rejected
Jun 17, 2026On the Cloture MotionPN73033 George Holding, of North Carolina, to be United States Director of the European Bank for Reconstruction and DevelopmentyeaCloture Motion Agreed to
Jun 17, 2026On the NominationPN9018 Michelle Steel, of California, to be Ambassador to the Republic of KoreayeaNomination Confirmed
Jun 17, 2026On the Cloture MotionPN9018 Michelle Steel, of California, to be Ambassador to the Republic of KoreayeaCloture Motion Agreed to
Jun 16, 2026On the Motion to ProceedH.R. 6644 A bill a bill to increase the supply of housing in America, and for other purposes.yeaMotion to Proceed Agreed to
Jun 16, 2026On the Motion to DischargeS.J.Res. 172 A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that nayMotion to Discharge Rejected
Jun 16, 2026On the Motion to ProceedS.J.Res. 190 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the ExecnayMotion to Proceed Rejected
Jun 15, 2026On the NominationPN8517 Justin D. Smith, of Missouri, to be United States Circuit Judge for the Eighth CircuityeaNomination Confirmed
Jun 11, 2026On the Cloture MotionPN8517 Justin D. Smith, of Missouri, to be United States Circuit Judge for the Eighth CircuityeaCloture Motion Agreed to
Jun 11, 2026On the NominationPN9014 Brock Dahl, of Maryland, to be Legal Adviser of the Department of StateyeaNomination Confirmed
Jun 10, 2026On the Cloture MotionPN9014 Brock Dahl, of Maryland, to be Legal Adviser of the Department of StateyeaCloture Motion Agreed to
Jun 10, 2026On the NominationPN8515 Anthony J. Powell, of Kansas, to be United States District Judge for the District of KansasyeaNomination Confirmed
Jun 10, 2026On the Cloture MotionPN8515 Anthony J. Powell, of Kansas, to be United States District Judge for the District of KansasyeaCloture Motion Agreed to
Jun 9, 2026On the NominationPN8514 Anthony W. Mattivi, of Kansas, to be United States District Judge for the District of KansasyeaNomination Confirmed
Jun 8, 2026On the Cloture MotionPN8514 Anthony W. Mattivi, of Kansas, to be United States District Judge for the District of KansasyeaCloture Motion Agreed to
Jun 5, 2026On the Motion to ProceedS. 1318 A bill to direct the American Battle Monuments Commission to establish a program to identify American-Jewish servicemembers buried in UnitedyeaMotion to Proceed Rejected
Jun 5, 2026On Passage of the BillS. 2 An original bill to provide for reconciliation pursuant to title II of S. Con. Res. 33.yeaBill Passed
Jun 5, 2026On the MotionS. 2 To provide for limitations on judgments, awards, and compromise settlements under section 1304 of title 31, United States Code.nayMotion Rejected
Jun 5, 2026On the MotionS. 2 To prohibit the use of funds to provide payments to certain individuals.nayMotion Rejected
Jun 5, 2026On the AmendmentS. 2 To appropriate amounts for local law enforcement hiring programs.nayAmendment Rejected
Jun 5, 2026On the MotionS. 2 To provide compensation to law enforcement officers who defended the United States Capitol during the events that occurred at or near the UnnayMotion Rejected
Jun 5, 2026On the MotionS. 2 To prohibit the Department of Justice from using taxpayer funds to make settlement payments to individuals convicted of assaulting law enfornayMotion Rejected
Jun 5, 2026On the AmendmentS. 2 To make appropriations for transparency and accountability.nayAmendment Rejected
Jun 5, 2026On the AmendmentS. 2 To make funds available for the timely adjudication of DACA renewal applications.nayAmendment Rejected
Jun 5, 2026On the AmendmentS. 2 To rescind unobligated balances under the One Big Beautiful Bill Act.nayAmendment Rejected
Jun 5, 2026On the AmendmentS. 2 To transfer amounts for youth mentoring programs of the Department of Justice.nayAmendment Rejected
Jun 5, 2026On the MotionS. 2 An original bill to provide for reconciliation pursuant to title II of S. Con. Res. 33.nayMotion Rejected
Jun 5, 2026On the MotionS. 2 To repurpose funds previously appropriated for U.S. Immigration and Customs Enforcement for the timely processing of DACA applications and rnayMotion Rejected
Jun 5, 2026On the MotionS. 2 To ensure only citizens are registered to vote in elections for Federal office, and to require voters to provide photo identification.yeaMotion Rejected
Jun 4, 2026On the MotionS. 2 To support the work performed by the Immigration Detention Ombudsman.nayMotion Rejected
Jun 4, 2026On the MotionS. 2 To redirect funding for U.S. Immigration and Customs Enforcement to the Child Care and Development Block Grant program.nayMotion Rejected
Jun 4, 2026On the MotionS. 2 To place reasonable limits on contributions to Super PACs which make independent expenditures.nayMotion Rejected
Jun 4, 2026On the MotionS. 2 An original bill to provide for reconciliation pursuant to title II of S. Con. Res. 33.nayMotion Rejected
Jun 4, 2026On the MotionS. 2 To make appropriations for the conduct of inspections of the Delaney Hall Detention Facility.nayMotion Rejected
Jun 4, 2026On the MotionS. 2 To prohibit the distribution of Federal funds to individuals convicted of certain crimes.nayMotion Rejected
Jun 4, 2026On the MotionS. 2 To ensure only citizens are registered to vote in elections for Federal office, and to require voters to provide photo identification, and fyeaMotion Rejected
Jun 4, 2026On the MotionS. 2 To prohibit an individual from acting as Director of National Intelligence if such individual is simultaneously serving as the head of any onayMotion Rejected
Jun 4, 2026On the MotionS. 2 To help build 7,000,000 new homes.nayMotion Rejected
Jun 4, 2026On the MotionS. 2 An original bill to provide for reconciliation pursuant to title II of S. Con. Res. 33.nayMotion Rejected
Jun 4, 2026On the MotionS. 2 To provide funding for the HOME Investment Partnerships program.nayMotion Rejected
Jun 4, 2026On the MotionS. 2 To provide a clarification relating to, and to prohibit the use of funds for, the White House Ballroom.nayMotion Rejected
Jun 4, 2026On the MotionS. 2 To reallocate funds that would have been used for the Anti-Weaponization Fund to fraud enforcement.nayMotion Rejected
Jun 4, 2026On the MotionS. 2 An original bill to provide for reconciliation pursuant to title II of S. Con. Res. 33.nayMotion Rejected
Jun 3, 2026On the Motion to ProceedS. 2 An original bill to provide for reconciliation pursuant to title II of S. Con. Res. 33.yeaMotion to Proceed Agreed to
Jun 3, 2026On the Motion to ProceedS.J.Res. 188 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the EnvinayMotion to Proceed Rejected
Jun 2, 2026On the NominationPN8512 Jeffrey M. Kuhlman, of Kansas, to be United States District Judge for the District of KansasyeaNomination Confirmed
Jun 2, 2026On the Cloture MotionPN8512 Jeffrey M. Kuhlman, of Kansas, to be United States District Judge for the District of KansasyeaCloture Motion Agreed to
Jun 2, 2026On the NominationPN8513 Kathleen S. Lane, of Montana, to be United States District Judge for the District of MontanayeaNomination Confirmed
Jun 1, 2026On the Cloture MotionPN8513 Kathleen S. Lane, of Montana, to be United States District Judge for the District of MontanayeaCloture Motion Agreed to
May 20, 2026On the NominationPN8516 Evan Rikhye, of the Virgin Islands, to be Judge for the District Court of the Virgin Islands for a term of ten yearsyeaNomination Confirmed
May 19, 2026On the Motion to DischargeS.J.Res. 185 A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that nayMotion to Discharge Agreed to
May 19, 2026On the Cloture MotionPN8516 Evan Rikhye, of the Virgin Islands, to be Judge for the District Court of the Virgin Islands for a term of ten yearsyeaCloture Motion Agreed to
May 19, 2026On the NominationPN8511 Sheria Akins Clarke, of South Carolina, to be United States District Judge for the District of South CarolinayeaNomination Confirmed
May 19, 2026On the Cloture MotionPN8511 Sheria Akins Clarke, of South Carolina, to be United States District Judge for the District of South CarolinayeaCloture Motion Agreed to
May 18, 2026On the NominationPN7261 Catherine Dillon, of Maryland, to be an Assistant Secretary of State (Educational and Cultural Affairs); and Ademola Adewale-Sadik, of New YyeaNomination Confirmed
May 14, 2026On the Cloture MotionPN8061 Andrew Benson, of Maine, to be United States Attorney for the District of Maine for the term of four years; and William Boyle, of North CaroyeaCloture Motion Agreed to
May 13, 2026On the Motion to ProceedS.J.Res. 130 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the BurenayMotion to Proceed Rejected
May 13, 2026On the Motion to ProceedS.J.Res. 141 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by Bureau onayMotion to Proceed Rejected
May 13, 2026On the Motion to ProceedS.J.Res. 132 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the BurenayMotion to Proceed Rejected
May 13, 2026On the NominationPN8551 Kevin Warsh, of Florida, to be Chairman of the Board of Governors of the Federal Reserve System for a term of four yearsyeaNomination Confirmed
May 13, 2026On Cloture on the Motion to ProceedS.Res. 526 A resolution withholding the pay of Senators if a Government shutdown occurs.not votingCloture on the Motion to Proceed Agreed to
May 13, 2026On the Motion to DischargeS.J.Res. 163 A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that not votingMotion to Discharge Rejected
May 12, 2026On the Cloture MotionPN8551 Kevin Warsh, of Florida, to be Chairman of the Board of Governors of the Federal Reserve System for a term of four yearsnot votingCloture Motion Agreed to
May 12, 2026On the NominationPN8552 Kevin Warsh, of Florida, to be a Member of the Board of Governors of the Federal Reserve System for a term of fourteen years from February 1not votingNomination Confirmed
May 11, 2026On the Cloture MotionPN8552 Kevin Warsh, of Florida, to be a Member of the Board of Governors of the Federal Reserve System for a term of fourteen years from February 1not votingCloture Motion Agreed to
May 11, 2026On the ResolutionS.Res. 690 An executive resolution authorizing the en bloc consideration in Executive Session of certain nominations on the Executive Calendar.not votingResolution Agreed to
Apr 30, 2026On the Motion to DischargeS.J.Res. 184 A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that nayMotion to Discharge Rejected
Apr 30, 2026On the Cloture MotionS.Res. 690 An executive resolution authorizing the en bloc consideration in Executive Session of certain nominations on the Executive Calendar.yeaCloture Motion Agreed to
Apr 29, 2026On the Motion to ProceedS.J.Res. 99 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by U.S. CitnayMotion to Proceed Rejected
Apr 29, 2026On the Motion to ProceedS.J.Res. 139 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the EnvinayMotion to Proceed Rejected
Apr 29, 2026On the NominationPN73014 Robert Cekada, of Florida, to be Director, Bureau of Alcohol, Tobacco, Firearms, and ExplosivesyeaNomination Confirmed
Apr 28, 2026On the Point of OrderS.J.Res. 124 A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Republic of Cuba that have notyeaPoint of Order Well Taken
Apr 28, 2026On the Motion to ProceedS.Res. 690 An executive resolution authorizing the en bloc consideration in Executive Session of certain nominations on the Executive Calendar.yeaMotion to Proceed Agreed to

What they sponsor bills about

119th Congress: 67 sponsored, 1 became law · 118th Congress: 30 sponsored, 0 became law

Agriculture and Food
18
International Affairs
17
Taxation
10
Finance and Financial Sector
10
Health
7
Environmental Protection
7
Energy
7
Government Operations and Politics
6
Their bills
BillLatest action
S.J.Res. 28Public Law 119-11 A joint resolution disapproving the rule submitted by the Bureau of Consumer Financial Protection relating to "Defining May 9, 2025 Became Public Law No: 119-11.
S. 5459 Agricultural Data Privacy Act of 2026Sep 23, 2026 Read twice and referred to the Committee on Agriculture, Nutrition, and Forestry.
S.Res. 866 A resolution supporting the designation of October 2026 as "Substance Use & Misuse Prevention Month" to raise awareness Sep 30, 2026 Resolution agreed to in Senate without amendment and with a preamble by Unanimous Consent. (consideration: CR
S. 5293 PREPARE ActSep 16, 2026 Committee on Energy and Natural Resources. Hearings held.
S. 5316 BINSA ActAug 6, 2026 Read twice and referred to the Committee on Banking, Housing, and Urban Affairs.
S. 747 Improper Payments Transparency ActFeb 26, 2025 Read twice and referred to the Committee on Homeland Security and Governmental Affairs.
S. 5245 Karly Rain Wood ActAug 5, 2026 Read twice and referred to the Committee on the Judiciary.
S.J.Res. 207 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule sAug 5, 2026 Read twice and referred to the Committee on Environment and Public Works.
S. 4709 UNLOCK AUKUS ActJul 27, 2026 Placed on Senate Legislative Calendar under General Orders. Calendar No. 517.
S. 4464 FAIR Labels Act of 2026Apr 30, 2026 Read twice and referred to the Committee on Agriculture, Nutrition, and Forestry.
S. 4836 SNAP Staffing Flexibility Act of 2026Jun 18, 2026 Read twice and referred to the Committee on Agriculture, Nutrition, and Forestry.
S. 4839 Bank-Fintech Partnership Enhancement ActJun 18, 2026 Read twice and referred to the Committee on Banking, Housing, and Urban Affairs.
S. 4714 FENCE ActJun 9, 2026 Read twice and referred to the Committee on Agriculture, Nutrition, and Forestry.
S.Res. 760 A resolution recognizing the United States-Philippines alliance on the 80th anniversary of diplomatic relations, the 75tJun 8, 2026 Referred to the Committee on Foreign Relations. (text: CR S2667-2668)
S. 2048 PRC Military and Human Rights Capital Markets Sanctions Act of 2025Jun 12, 2025 Read twice and referred to the Committee on Banking, Housing, and Urban Affairs.
S.Res. 747 A resolution expressing support for the designation of May 2026 as "Renewable Fuels Month" to recognize the important roMay 21, 2026 Submitted in the Senate, considered, and agreed to without amendment and with a preamble by Voice Vote. (consi
S. 4560 MARKET Act of 2026May 19, 2026 Read twice and referred to the Committee on Agriculture, Nutrition, and Forestry. (Sponsor introductory remark
S. 4517 Rural Depositories Revitalization Study ActMay 13, 2026 Read twice and referred to the Committee on Banking, Housing, and Urban Affairs.
S.Res. 711 A resolution expressing support for the designation of May 2026 as "National Beef Month" to recognize the important roleMay 13, 2026 Resolution agreed to in Senate without amendment and with a preamble by Unanimous Consent.
S. 4397 Sound Science Act of 2026Apr 27, 2026 Read twice and referred to the Committee on Environment and Public Works.
S. 4281 Multilateral Alignment of Technology Controls on Hardware (MATCH) ActApr 13, 2026 Read twice and referred to the Committee on Banking, Housing, and Urban Affairs.
S. 4134 Stop Insider Trading ActMar 18, 2026 Read twice and referred to the Committee on Homeland Security and Governmental Affairs.
S. 4192 PLOT Act of 2026Mar 25, 2026 Read twice and referred to the Committee on Agriculture, Nutrition, and Forestry.
S.Res. 655 A resolution expressing support for the annual designation of the first Saturday after the Spring Equinox as "National DMar 22, 2026 Submitted in the Senate, considered, and agreed to without amendment and with a preamble by Unanimous Consent.
S. 1398 Organic Imports Verification Act of 2025Apr 9, 2025 Read twice and referred to the Committee on Agriculture, Nutrition, and Forestry.
CongressSponsoredBecame lawCosponsored
119th671375
118th300373

1 former staff now lobbying

SAMANTHA BARNETT
CAPITOL COUNSEL LLC
10 clients
See the data
LobbyistFormer position, as they list itFirmsClientsYears
SAMANTHA BARNETTSenate Environment and Public Works, subcommittee staff director; Senate Energy and Natural Resources, Senior Legislative Assistant; Senator Pete Ricketts, Legislative Assistant; Congressman Barry Moore, Legislative Assistant.CAPITOL COUNSEL LLC102026

Subcommittees

Holdings and trades

$128.0M – $413.7M+net worth, 2025 report
232trades on their reports
0 of 30trades reported after 45 days
29 daystypical time to report a trade
1reports filed on paper
1filing extensions

Net worth, year by year

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

$10K$100K$1M$10M$100M$1B202320242025

Largest holdings, 2025 report

SCHW - Charles Schwab Corporation (The) Common Stock
Corporate Securities · Joint · in UBS Account 1
$25.0M+
SCHW - Charles Schwab Corporation (The) Common Stock
Corporate Securities · Self · in Schwab 3
$25.0M+
DFIEX - Dfa International Core Equity Portfolio
Mutual Funds · Joint · in Lutz Account 1
$5.0M+
SCHW - Charles Schwab Corporation (The) Common Stock
Corporate Securities · Joint · in UBS Account 8
$5.0M+
SCHW - The Charles Schwab Corp
Corporate Securities · Joint · in JP Morgan Brokerage - SCHW
$5.0M+
Charles Schwab
Bank Deposit · Self · in Schwab 3
$5.0M+
SCHW - Charles Schwab Corporation (The) Common Stock
Corporate Securities · Self · in Schwab IRA
$5.0M+
Land
Real Estate · Spouse · in Mercatus, LLC
$5.0M+
Nebraska land
Real Estate · Self · in Cellarius, LLC
$5.0M+
DFCEX - Dfa Emerging Markets Core Equity Portfolio
Mutual Funds · Joint · in Lutz Account 1
$1.0M+
DFAS - Dimensional U.S. Small Cap ETF
Mutual Funds · Joint · in Lutz Account 1
$1.0M+
IJJ - iShares S&P Mid-Cap 400 Value ETF
Mutual Funds · Joint · in Lutz Account 1
$1.0M+
Their 25 largest holdings, as a table
AssetKindOwnerValueIncome
SCHW - Charles Schwab Corporation (The) Common Stock in UBS Account 1Corporate SecuritiesJoint$25.0M – $50.0MDividends: $100K – $1.0M
SCHW - Charles Schwab Corporation (The) Common Stock in Schwab 3Corporate SecuritiesSelf$25.0M – $50.0MDividends: $100K – $1.0M
DFIEX - Dfa International Core Equity Portfolio in Lutz Account 1Mutual FundsJoint$5.0M – $25.0MExcepted Investment Fund: $100K – $1.0M
SCHW - Charles Schwab Corporation (The) Common Stock in UBS Account 8Corporate SecuritiesJoint$5.0M – $25.0MDividends, Capital Gains: $1.0M – $5.0M
SCHW - The Charles Schwab Corp in JP Morgan Brokerage - SCHWCorporate SecuritiesJoint$5.0M – $25.0MDividends: $50K – $100K
Charles Schwab in Schwab 3Bank DepositSelf$5.0M – $25.0MInterest: $100K – $1.0M
SCHW - Charles Schwab Corporation (The) Common Stock in Schwab IRACorporate SecuritiesSelf$5.0M – $25.0MNone: $0 – $200
Land in Mercatus, LLCReal EstateSpouse$5.0M – $25.0MRent/Royalties: $15K – $50K
Nebraska land in Cellarius, LLCReal EstateSelf$5.0M – $25.0MNone: $0 – $200
DFCEX - Dfa Emerging Markets Core Equity Portfolio in Lutz Account 1Mutual FundsJoint$1.0M – $5.0MExcepted Investment Fund: $15K – $50K
DFAS - Dimensional U.S. Small Cap ETF in Lutz Account 1Mutual FundsJoint$1.0M – $5.0MExcepted Investment Fund: $5,001 – $15K
IJJ - iShares S&P Mid-Cap 400 Value ETF in Lutz Account 1Mutual FundsJoint$1.0M – $5.0MExcepted Investment Fund: $15K – $50K
SPY - S&P 500 SPDR in Lutz Account 1Mutual FundsJoint$1.0M – $5.0MExcepted Investment Fund: $15K – $50K
SPYV - SPDR S&P 500 Value Portfolio ETF in Lutz Account 1Mutual FundsJoint$1.0M – $5.0MExcepted Investment Fund: $15K – $50K
MDY - S&P Midcap 400 SPDR in Lutz Account 1Mutual FundsJoint$1.0M – $5.0MExcepted Investment Fund: $15K – $50K
VTEB - Vanguard Tax-Exempt Bond ETF in Lutz Account 1Mutual FundsJoint$1.0M – $5.0MExcepted Investment Fund: $50K – $100K
Vanguard Total Bond Market Index Fund (BND) in Lutz Account 1Mutual FundsJoint$1.0M – $5.0MExcepted Investment Fund: $15K – $50K
UBS Bank in UBS Account 1Bank DepositJoint$1.0M – $5.0MInterest: $15K – $50K
IEFA - iShares Core MSCI EAFE ETF in UBS Account 2Mutual FundsJoint$1.0M – $5.0MExcepted Investment Fund: $50K – $100K
IVV - iShares Core S&P 500 ETF in UBS Account 2Mutual FundsJoint$1.0M – $5.0MExcepted Investment Fund: $15K – $50K
UBS Bank in UBS Account 8Bank DepositJoint$1.0M – $5.0MInterest: $15K – $50K
Eagle Football Holdings BIDCO Limited - Series A in CL Note Investment LLCCorporate SecuritiesJoint$1.0M – $5.0MDividends: $100K – $1.0M
Alphakeys Millennium FD I LLC Class B in UBS Hedge Fund Brokerage Acct - 96NE AltsInvestment FundJoint$1.0M – $5.0MExcepted Investment Fund: $100K – $1.0M
Personal Residence in Ortelius, LLCReal EstateJoint$1.0M – $5.0MNone: $0 – $200
Personal Residence in Andor, LLCReal EstateSelf$1.0M – $5.0MNone: $0 – $200

Trades, month by month

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

  • Purchases
  • Sales
202320242025

What they trade most

Guggenheim Total Return Bond Instl (GIBIX)
2023–2023 · $673K – $1.5M
13 trades
MainStay MacKay High Yield Municipal Bond Fund (MMHIX)
2023–2023 · $672K – $1.5M
12 trades
Pimco Income Fund Class I-2 (PONPX)
2023–2023 · $607K – $1.5M
12 trades
Vanguard Developed Markets Index Fund - ETF Shares (VEA)
2023–2025 · $1.0M – $2.2M
8 trades
Dimensional Emerging Core Equity Market ETF (DFAE)
2023–2023 · $331K – $765K
8 trades
Vanguard S&P 500 ETF (VOO)
2024–2025 · $1.0M – $5.2M
7 trades
Vanguard Tax-Exempt Bond Index Fund - ETF Shares (VTEB)
2024–2025 · $950K – $2.1M
7 trades
Vanguard Emerging Markets Stock Index Fund - ETF Shares (VWO)
2024–2025 · $548K – $1.2M
7 trades
Vanguard Mid-Cap Index Fund - ETF Shares (VO)
2024–2025 · $548K – $1.2M
7 trades
Vanguard Small-Cap Index Fund - ETF Shares (VB)
2024–2025 · $548K – $1.2M
7 trades
All 232 trades
DateAssetTradeOwnerAmountDays to report
2025-12-17Vanguard Tax-Exempt Bond Index Fund - ETF Shares PurchaseJoint$100K – $250Kannual
2025-12-16Vanguard Small-Cap Index Fund - ETF Shares PurchaseSpouse$1,001 – $15Kannual
2025-12-16Vanguard 500 Index Fund - ETF Shares PurchaseSpouse$1,001 – $15Kannual
2025-12-16Vanguard Mid-Cap Index Fund - ETF Shares PurchaseSpouse$1,001 – $15Kannual
2025-12-16Vanguard Emerging Markets Stock Index Fund - ETF Shares PurchaseSpouse$1,001 – $15Kannual
2025-12-16Vanguard Developed Markets Index Fund - ETF Shares PurchaseSpouse$1,001 – $15Kannual
2025-12-16Vanguard Small-Cap Index Fund - ETF Shares PurchaseSpouse$15K – $50Kannual
2025-12-16Vanguard 500 Index Fund - ETF Shares PurchaseSpouse$15K – $50Kannual
2025-12-16Vanguard Mid-Cap Index Fund - ETF Shares PurchaseSpouse$15K – $50Kannual
2025-12-16Vanguard Emerging Markets Stock Index Fund - ETF Shares PurchaseSpouse$15K – $50Kannual
2025-12-16Vanguard Developed Markets Index Fund - ETF Shares PurchaseSpouse$15K – $50Kannual
2025-10-30Vanguard Small-Cap Index Fund - ETF Shares PurchaseSpouse$1,001 – $15Kannual
2025-10-30Vanguard 500 Index Fund - ETF Shares PurchaseSpouse$1,001 – $15Kannual
2025-10-30Vanguard Mid-Cap Index Fund - ETF Shares PurchaseSpouse$1,001 – $15Kannual
2025-10-30Vanguard Emerging Markets Stock Index Fund - ETF Shares PurchaseSpouse$1,001 – $15Kannual
2025-10-30Vanguard Developed Markets Index Fund - ETF Shares PurchaseSpouse$1,001 – $15Kannual
2025-10-30Vanguard Small-Cap Index Fund - ETF Shares PurchaseSpouse$15K – $50Kannual
2025-10-30Vanguard 500 Index Fund - ETF Shares PurchaseSpouse$15K – $50Kannual
2025-10-30Vanguard Mid-Cap Index Fund - ETF Shares PurchaseSpouse$15K – $50Kannual
2025-10-30Vanguard Emerging Markets Stock Index Fund - ETF Shares PurchaseSpouse$15K – $50Kannual
2025-10-30Vanguard Developed Markets Index Fund - ETF Shares PurchaseSpouse$15K – $50Kannual
2025-09-30Vanguard Small-Cap Index Fund - ETF Shares PurchaseSpouse$1,001 – $15Kannual
2025-09-30Vanguard 500 Index Fund - ETF Shares PurchaseSpouse$1,001 – $15Kannual
2025-09-30Vanguard Mid-Cap Index Fund - ETF Shares PurchaseSpouse$1,001 – $15Kannual
2025-09-30Vanguard Emerging Markets Stock Index Fund - ETF Shares PurchaseSpouse$1,001 – $15Kannual
2025-09-30Vanguard Developed Markets Index Fund - ETF Shares PurchaseSpouse$1,001 – $15Kannual
2025-09-30Vanguard Small-Cap Index Fund - ETF Shares PurchaseSpouse$15K – $50Kannual
2025-09-30Vanguard 500 Index Fund - ETF Shares PurchaseSpouse$15K – $50Kannual
2025-09-30Vanguard Mid-Cap Index Fund - ETF Shares PurchaseSpouse$15K – $50Kannual
2025-09-30Vanguard Emerging Markets Stock Index Fund - ETF Shares PurchaseSpouse$15K – $50Kannual
2025-09-30Vanguard Developed Markets Index Fund - ETF Shares PurchaseSpouse$15K – $50Kannual
2025-09-23Vanguard Tax-Exempt Bond Index Fund - ETF Shares PurchaseJoint$100K – $250Kannual
2025-06-17Vanguard Tax-Exempt Bond Index Fund - ETF Shares PurchaseJoint$100K – $250Kannual
2025-04-07iShares MSCI USA Quality Factor ETF PurchaseJoint$50K – $100Kannual
2025-04-07Dimensional US High Profitability ETF Sale (Full)Joint$50K – $100Kannual
2025-04-07Dimensional Emerging Markets Core Equity 2 ETF Sale (Full)Joint$50K – $100Kannual
2025-04-07Emerging Markets Core Equity 2 Portfolio - Institutional Class PurchaseJoint$50K – $100Kannual
2025-03-28Vanguard Tax-Exempt Bond Index Fund - ETF Shares PurchaseJoint$100K – $250Kannual
2024-12-17Vanguard Tax-Exempt Bond ETF PurchaseJoint$250K – $500Kannual
2024-12-16Undeveloped land, Dawes County, Nebraska PurchaseSelf$5.0M – $25.0Mannual
2024-08-15Techstars Accelerator 2024, L.P. PurchaseSelf$100K – $250Kannual
2024-08-08iShares 1-5 Year Investment Grade Corporate Bond E PurchaseJoint$15K – $50Kannual
2024-07-03Vanguard Total Bond Market ETF PurchaseJoint$15K – $50Kannual
2024-07-03iShares 1-5 Year Investment Grade Corporate Bond E PurchaseJoint$15K – $50Kannual
2024-07-03Dfa Five-Year Global Fixed Income Portfolio PurchaseJoint$15K – $50Kannual
2024-06-20iShares 1-5 Year Investment Grade Corporate Bond E PurchaseJoint$50K – $100Kannual
2024-06-20Dfa Five-Year Global Fixed Income Portfolio PurchaseJoint$50K – $100Kannual
2024-06-18Personal Residence, Washington, DC PurchaseSpouse$1.0M – $5.0Mannual
2024-03-26Vanguard Total Bond Market ETF PurchaseJoint$500K – $1.0Mannual
2024-03-26Vanguard Tax-Exempt Bond ETF Sale (Partial)Joint$250K – $500Kannual
2024-03-26iShares 1-5 Year Investment Grade Corporate Bond E PurchaseJoint$250K – $500Kannual
2024-03-26iShares TIPS Bond ETF Sale (Partial)Joint$500K – $1.0Mannual
2024-03-26Vanguard Real Estate ETF Sale (Partial)Joint$250K – $500Kannual
2024-03-26iShares MBS ETF PurchaseJoint$250K – $500Kannual
2024-03-26iShares Core 1-5 Year USD Bond ETF Sale (Full)Joint$500K – $1.0Mannual
2024-03-26Dfa Emerging Markets Core Equity Portfolio Sale (Partial)Joint$15K – $50Kannual
2024-03-26Dimensional US High Profitability ETF PurchaseJoint$50K – $100Kannual
2024-03-26Dimensional Emerging Markets Core Equity 2 ETF PurchaseJoint$50K – $100Kannual
2024-03-26Dfa Five-Year Global Fixed Income Portfolio PurchaseJoint$250K – $500Kannual
2024-03-12Vanguard Tax-Exempt Bond ETF PurchaseJoint$50K – $100Kannual
2024-02-02Vanguard Small-Cap ETF PurchaseSelf$500K – $1.0Mannual
2024-02-02Vanguard S&P 500 ETF PurchaseSelf$1.0M – $5.0Mannual
2024-02-02Vanguard Mid-Cap ETF PurchaseSelf$500K – $1.0Mannual
2024-02-02Vanguard FTSE Emerging Markets ETF PurchaseSelf$500K – $1.0Mannual
2024-02-02Vanguard FTSE Developed Markets ETF PurchaseSelf$500K – $1.0Mannual
2024-02-02iShares 10 Year Investment Grade Corporate Bond E PurchaseSelf$1.0M – $5.0Mannual
2023-12-19Vanguard Tax-Exempt Bond Index Fund ETF Shares (VTEB) PurchaseJoint$100K – $250Kannual
2023-12-12Vanguard Tax-Exempt Bond Index Fund ETF Shares (VTEB) PurchaseJoint$100K – $250Kannual
2023-11-27Vanguard Small-Cap Index Fund ETF Shares (VB) PurchaseSpouse$500K – $1.0Mannual
2023-11-27Vanguard S&P 500 ETF (VOO) PurchaseSpouse$1.0M – $5.0Mannual
2023-11-27Vanguard Mid-Cap Index Fund ETF Shares (VO) PurchaseSpouse$500K – $1.0Mannual
2023-11-27Vanguard Emerging Markets Stock Index Fund (VWO) PurchaseSpouse$500K – $1.0Mannual
2023-11-27Vanguard FTSE Developed Markets ETF PurchaseSpouse$500K – $1.0Mannual
2023-11-27iShares National Muni Bond ETF PurchaseSpouse$1.0M – $5.0Mannual
2023-10-24Vanguard Total Bond Market Index Fund (BND) PurchaseJoint$250K – $500Kannual
2023-10-24iShares Core U.S. Aggregate Bond ETF (AGG) Sale (Full)Joint$250K – $500Kannual
2023-10-20Schwab U.S. TIPS ETF (SCHP) PurchaseJoint$50K – $100Kannual
2023-09-21Vanguard Value Index Fund ETF Shares (VTV) Sale (Full)Spouse$100K – $250Kannual
2023-09-21Thornburg Strategic Income I (TSIIX) Sale (Full)Spouse$250K – $500Kannual
2023-09-21T. Rowe Price All-Cap Opportunities Fund (PRWAX) Sale (Full)Spouse$100K – $250Kannual
2023-09-21Smead Value I1 (SVFFX) Sale (Full)Spouse$250K – $500Kannual
2023-09-21PONPX - Pimco Income Fund Class I-2 Sale (Full)Spouse$250K – $500Kannual
2023-09-21Neuberger Berman Large Cap Value Instl (NBPIX) Sale (Full)Spouse$250K – $500Kannual
2023-09-21MainStay MacKay High Yield Municipal Bond Fund (MMHIX) Sale (Full)Spouse$250K – $500Kannual
2023-09-21Loomis Sayles Growth Y (LSGRX) Sale (Full)Spouse$100K – $250Kannual
2023-09-21JPMorgan Income ETF (JPIE) Sale (Full)Spouse$100K – $250Kannual
2023-09-21iShares Core S&P U.S. Growth ETF (IUSG) Sale (Full)Spouse$100K – $250Kannual
2023-09-21Guggenheim Total Return Bond Instl (GIBIX) Sale (Full)Spouse$250K – $500Kannual
2023-09-21Goldman Sachs GQG Ptnrs Intl Opps Instl (GSIMX) Sale (Full)Spouse$250K – $500Kannual
2023-09-21GQG Partners Emerging Markets EquityInst (GQGIX) Sale (Full)Spouse$50K – $100Kannual
2023-09-21FullerThaler Behavioral Sm-Cp Eq Inst (FTHSX) Sale (Full)Spouse$50K – $100Kannual
2023-09-21Dimensional U.S. Small Cap ETF (DFAS) Sale (Full)Spouse$50K – $100Kannual
2023-09-21Dimensional International Core Equity Market ETF (DFAI) Sale (Full)Spouse$250K – $500Kannual
2023-09-21Dimensional Emerging Core Equity Market ETF (DFAE) Sale (Full)Spouse$50K – $100Kannual
2023-09-21Abbott Laboratories Sale (Full)Spouse$100K – $250K29
2023-09-21Automatic Data Procs Sale (Full)Spouse$50K – $100K29
2023-09-21APA Corporation - Common Stock Sale (Full)Spouse$50K – $100K29
2023-09-21Berkshire Hathaway Cl B Sale (Full)Spouse$100K – $250K29
2023-09-21CF Industries Holdings, Inc. Common Stock Sale (Full)Spouse$50K – $100K29
2023-09-21Cubesmart Sale (Full)Spouse$50K – $100K29
2023-09-21CVS Health Corporation Common Stock Sale (Full)Spouse$50K – $100K29
2023-09-21Emerson Electric Company Sale (Full)Spouse$100K – $250K29
2023-09-21Equinor ASA Sale (Full)Spouse$100K – $250K29
2023-09-21General Dynamics Corp Sale (Full)Spouse$100K – $250K29
2023-09-21Johnson & Johnson Sale (Full)Spouse$100K – $250K29
2023-09-21Coca-Cola Company Sale (Full)Spouse$100K – $250K29
2023-09-21McDonald's Corp Sale (Full)Spouse$100K – $250K29
2023-09-21Medtronic plc. Ordinary Shares Sale (Full)Spouse$50K – $100K29
2023-09-21Merck & Company Sale (Full)Spouse$50K – $100K29
2023-09-21Nutrien Ltd Sale (Full)Spouse$50K – $100K29
2023-09-21Procter & Gamble Company Sale (Full)Spouse$100K – $250K29
2023-09-21Prologis, Inc. Common Stock Sale (Full)Spouse$50K – $100K29
2023-09-21Philip Morris International Inc Sale (Full)Spouse$100K – $250K29
2023-09-21PNC Financial Services Group, Inc. (The) Common St Sale (Full)Spouse$50K – $100K29
2023-09-21UnitedHealth Group Incorporated Common Stock (DE) Sale (Full)Spouse$100K – $250K29
2023-09-21Union Pacific Corporation Common Stock Sale (Full)Spouse$100K – $250K29
2023-09-21Verizon Communications Inc. Common Stock Sale (Full)Spouse$50K – $100K29
2023-09-21Western Alliance Bancorp Sale (Full)Spouse$50K – $100K29
2023-09-21Yum! Brands, Inc. Sale (Full)Spouse$50K – $100K29
2023-09-11Vanguard Value Index Fund ETF Shares (VTV) Sale (Full)Self$50K – $100Kannual
2023-09-11Thornburg Strategic Income I (TSIIX) Sale (Full)Self$100K – $250Kannual
2023-09-11T. Rowe Price All-Cap Opportunities Fund (PRWAX) Sale (Full)Self$50K – $100Kannual
2023-09-11Smead Value I1 (SVFFX) Sale (Full)Self$100K – $250Kannual
2023-09-11PONPX - Pimco Income Fund Class I-2 Sale (Full)Self$100K – $250Kannual
2023-09-11Neuberger Berman Large Cap Value Instl (NBPIX) Sale (Full)Self$100K – $250Kannual
2023-09-11MainStay MacKay High Yield Municipal Bond Fund (MMHIX) Sale (Full)Self$100K – $250Kannual
2023-09-11Loomis Sayles Growth Y (LSGRX) Sale (Full)Self$100K – $250Kannual
2023-09-11JPMorgan Income ETF (JPIE) Sale (Full)Self$50K – $100Kannual
2023-09-11iShares Core S&P U.S. Growth ETF (IUSG) Sale (Full)Self$50K – $100Kannual
2023-09-11Guggenheim Total Return Bond Instl (GIBIX) Sale (Full)Self$100K – $250Kannual
2023-09-11Goldman Sachs GQG Ptnrs Intl Opps Instl (GSIMX) Sale (Full)Self$100K – $250Kannual
2023-09-11GQG Partners Emerging Markets EquityInst (GQGIX) Sale (Full)Self$15K – $50Kannual
2023-09-11FullerThaler Behavioral Sm-Cp Eq Inst (FTHSX) Sale (Full)Self$15K – $50Kannual
2023-09-11Dimensional U.S. Small Cap ETF (DFAS) Sale (Full)Self$15K – $50Kannual
2023-09-11Dimensional International Core Equity Market ETF (DFAI) Sale (Full)Self$100K – $250Kannual
2023-09-11Dimensional Emerging Core Equity Market ETF (DFAE) Sale (Full)Self$15K – $50Kannual
2023-08-31MainStay MacKay High Yield Municipal Bond Fund (MMHIX) PurchaseSpouse$1,001 – $15Kannual
2023-08-31Guggenheim Total Return Bond Instl (GIBIX) PurchaseSpouse$1,001 – $15Kannual
2023-07-31PONPX - Pimco Income Fund Class I-2 PurchaseSpouse$1,001 – $15Kannual
2023-07-31MainStay MacKay High Yield Municipal Bond Fund (MMHIX) PurchaseSpouse$1,001 – $15Kannual
2023-07-31Guggenheim Total Return Bond Instl (GIBIX) PurchaseSpouse$1,001 – $15Kannual
2023-07-20Vanguard Tax-Exempt Bond Index Fund ETF Shares (VTEB) PurchaseJoint$100K – $250Kannual
2023-06-30PONPX - Pimco Income Fund Class I-2 PurchaseSpouse$1,001 – $15Kannual
2023-06-30MainStay MacKay High Yield Municipal Bond Fund (MMHIX) PurchaseSpouse$1,001 – $15Kannual
2023-06-30Guggenheim Total Return Bond Instl (GIBIX) PurchaseSpouse$1,001 – $15Kannual
2023-06-07JPMorgan Income ETF (JPIE) PurchaseSelf$50K – $100Kannual
2023-06-07JPMorgan Ultra-Short Income ETF (JPST) Sale (Full)Self$50K – $100Kannual
2023-06-07Goldman Sachs GQG Ptnrs Intl Opps Instl (GSIMX) Sale (Partial)Self$15K – $50Kannual
2023-06-07GQG Partners Emerging Markets EquityInst (GQGIX) PurchaseSelf$15K – $50Kannual
2023-06-07FullerThaler Behavioral Sm-Cp Eq Inst (FTHSX) Sale (Partial)Self$15K – $50Kannual
2023-06-07Dimensional U.S. Small Cap ETF (DFAS) PurchaseSelf$15K – $50Kannual
2023-06-07Dimensional International Core Equity Market ETF (DFAI) PurchaseSelf$100K – $250Kannual
2023-06-07Cohen & Steers Real Assets I (RAPIX) Sale (Full)Self$50K – $100Kannual
2023-06-07JPMorgan Income ETF (JPIE) PurchaseSpouse$100K – $250Kannual
2023-06-07JPMorgan Ultra-Short Income ETF (JPST) Sale (Full)Spouse$100K – $250Kannual
2023-06-07Goldman Sachs GQG Ptnrs Intl Opps Instl (GSIMX) Sale (Partial)Spouse$100K – $250Kannual
2023-06-07GQG Partners Emerging Markets EquityInst (GQGIX) PurchaseSpouse$50K – $100Kannual
2023-06-07FullerThaler Behavioral Sm-Cp Eq Inst (FTHSX) Sale (Partial)Spouse$50K – $100Kannual
2023-06-07Dimensional U.S. Small Cap ETF (DFAS) PurchaseSpouse$50K – $100Kannual
2023-06-07Dimensional International Core Equity Market ETF (DFAI) PurchaseSpouse$250K – $500Kannual
2023-06-07Dimensional Emerging Core Equity Market ETF (DFAE) Sale (Partial)Spouse$50K – $100Kannual
2023-06-07Cohen & Steers Real Assets I (RAPIX) Sale (Full)Spouse$100K – $250Kannual
2023-06-04Dimensional Emerging Core Equity Market ETF (DFAE) Sale (Partial)Self$15K – $50Kannual
2023-05-31PONPX - Pimco Income Fund Class I-2 PurchaseSpouse$1,001 – $15Kannual
2023-05-31MainStay MacKay High Yield Municipal Bond Fund (MMHIX) PurchaseSpouse$1,001 – $15Kannual
2023-05-31Guggenheim Total Return Bond Instl (GIBIX) PurchaseSpouse$1,001 – $15Kannual
2023-05-03MainStay MacKay High Yield Municipal Bond Fund (MMHIX) PurchaseSelf$15K – $50Kannual
2023-05-03Guggenheim Total Return Bond Instl (GIBIX) PurchaseSelf$15K – $50Kannual
2023-05-03DWS RREEF Real Assets Inst (AAAZX) Sale (Full)Self$50K – $100Kannual
2023-05-03MainStay MacKay High Yield Municipal Bond Fund (MMHIX) PurchaseSpouse$50K – $100Kannual
2023-05-03Guggenheim Total Return Bond Instl (GIBIX) PurchaseSpouse$50K – $100Kannual
2023-05-03DWS RREEF Real Assets Inst (AAAZX) Sale (Full)Spouse$100K – $250Kannual
2023-04-28PONPX - Pimco Income Fund Class I-2 PurchaseSpouse$1,001 – $15Kannual
2023-03-31PONPX - Pimco Income Fund Class I-2 PurchaseSpouse$1,001 – $15Kannual
2023-03-31Guggenheim Total Return Bond Instl (GIBIX) PurchaseSpouse$1,001 – $15Kannual
2023-02-28PONPX - Pimco Income Fund Class I-2 PurchaseSpouse$1,001 – $15Kannual
2023-02-09New York City Transitional Fin Auth Revenue Bond PurchaseSpouse$50K – $100K8
2023-02-08Smead Value I1 (SVFFX) Sale (Partial)Self$50K – $100Kannual
2023-02-08Neuberger Berman Large Cap Value Instl (NBPIX) Sale (Partial)Self$15K – $50Kannual
2023-02-08MainStay MacKay High Yield Municipal Bond Fund (MMHIX) PurchaseSelf$1,001 – $15Kannual
2023-02-08iShares Core S&P U.S. Growth ETF (IUSG) PurchaseSelf$1,001 – $15Kannual
2023-02-08Guggenheim Total Return Bond Instl (GIBIX) PurchaseSelf$1,001 – $15Kannual
2023-02-08Goldman Sachs GQG Ptnrs Intl Opps Instl (GSIMX) PurchaseSelf$1,001 – $15Kannual
2023-02-08FullerThaler Behavioral Sm-Cp Eq Inst (FTHSX) PurchaseSelf$50K – $100Kannual
2023-02-08Vanguard Value Index Fund ETF Shares (VTV) PurchaseSpouse$1,001 – $15Kannual
2023-02-08Thornburg Strategic Income I (TSIIX) PurchaseSpouse$1,001 – $15Kannual
2023-02-08Smead Value I1 (SVFFX) Sale (Partial)Spouse$100K – $250Kannual
2023-02-08PONPX - Pimco Income Fund Class I-2 PurchaseSpouse$1,001 – $15Kannual
2023-02-08Neuberger Berman Large Cap Value Instl (NBPIX) Sale (Partial)Spouse$100K – $250Kannual
2023-02-08MainStay MacKay High Yield Municipal Bond Fund (MMHIX) PurchaseSpouse$1,001 – $15Kannual
2023-02-08Guggenheim Total Return Bond Instl (GIBIX) PurchaseSpouse$1,001 – $15Kannual
2023-02-08FullerThaler Behavioral Sm-Cp Eq Inst (FTHSX) PurchaseSpouse$100K – $250Kannual
2023-02-08DWS RREEF Real Assets Inst (AAAZX) PurchaseSpouse$1,001 – $15Kannual
2023-02-08Dimensional Emerging Core Equity Market ETF (DFAE) PurchaseSpouse$1,001 – $15Kannual
2023-02-08Cohen & Steers Real Assets I (RAPIX) PurchaseSpouse$1,001 – $15Kannual
2023-02-06Georgia State General Obligation Bond Sale (Full)Spouse$100K – $250K11
2023-01-26Aubrey Texas Indpt Sch Dist Revenue Bond Sale (Full)Spouse$50K – $100K22
2023-01-24Thornburg Strategic Income I (TSIIX) PurchaseSpouse$50K – $100Kannual
2023-01-24T. Rowe Price All-Cap Opportunities Fund (PRWAX) PurchaseSpouse$50K – $100Kannual
2023-01-24SPDR SSgA Multi-Asset Real Return ETF (RLY) Sale (Full)Spouse$500K – $1.0Mannual
2023-01-24SPDR Nuveen Bloomberg High Yield Municipal Bond ETF (HYMB) Sale (Full)Spouse$250K – $500Kannual
2023-01-24PONPX - Pimco Income Fund Class I-2 PurchaseSpouse$50K – $100Kannual
2023-01-24MainStay MacKay High Yield Municipal Bond Fund (MMHIX) PurchaseSpouse$250K – $500Kannual
2023-01-24Loomis Sayles Growth Y (LSGRX) PurchaseSpouse$15K – $50Kannual
2023-01-24iShares Russell 1000 Growth ETF (IWF) Sale (Full)Spouse$100K – $250Kannual
2023-01-24iShares Core S&P U.S. Growth ETF (IUSG) PurchaseSpouse$50K – $100Kannual
2023-01-24iShares Core U.S. Aggregate Bond ETF (AGG) Sale (Full)Spouse$250K – $500Kannual
2023-01-24Guggenheim Total Return Bond Instl (GIBIX) PurchaseSpouse$250K – $500Kannual
2023-01-24DWS RREEF Real Assets Inst (AAAZX) PurchaseSpouse$100K – $250Kannual
2023-01-24Dimensional Emerging Core Equity Market ETF (DFAE) PurchaseSpouse$50K – $100Kannual
2023-01-24Cohen & Steers Real Assets I (RAPIX) PurchaseSpouse$100K – $250Kannual
2023-01-24Massachusetts State General Obligation Bond Sale (Full)Spouse$100K – $250K24
2023-01-18New York General Obligation Bond Sale (Full)Spouse$100K – $250K30
2023-01-12Thornburg Strategic Income I (TSIIX) PurchaseSelf$100K – $250Kannual
2023-01-12T. Rowe Price All-Cap Opportunities Fund (PRWAX) PurchaseSelf$50K – $100Kannual
2023-01-12Polen Growth Institutional (POLIX) Sale (Full)Self$50K – $100Kannual
2023-01-12PONPX - Pimco Income Fund Class I-2 PurchaseSelf$100K – $250Kannual
2023-01-12MainStay MacKay High Yield Municipal Bond Fund (MMHIX) PurchaseSelf$1,001 – $15Kannual
2023-01-12JPMorgan Ultra-Short Income ETF (JPST) Sale (Partial)Self$50K – $100Kannual
2023-01-12iShares Core S&P U.S. Growth ETF (IUSG) PurchaseSelf$1,001 – $15Kannual
2023-01-12Guggenheim Total Return Bond Instl (GIBIX) PurchaseSelf$1,001 – $15Kannual
2023-01-12Goldman Sachs GQG Ptnrs Intl Opps Instl (GSIMX) PurchaseSelf$1,001 – $15Kannual
2023-01-12DWS RREEF Real Assets Inst (AAAZX) Sale (Partial)Self$15K – $50Kannual
2023-01-12Dimensional Emerging Core Equity Market ETF (DFAE) PurchaseSelf$50K – $100Kannual
2023-01-12Cohen & Steers Real Assets I (RAPIX) Sale (Partial)Self$15K – $50Kannual
2023-01-12BlackRock Ultra Short-Term Bond ETF (ICSH) Sale (Full)Self$100K – $250Kannual
2023-01-12Thornburg Strategic Income I (TSIIX) PurchaseSpouse$100K – $250Kannual
2023-01-12T. Rowe Price All-Cap Opportunities Fund (PRWAX) PurchaseSpouse$100K – $250Kannual
2023-01-12PONPX - Pimco Income Fund Class I-2 PurchaseSpouse$100K – $250Kannual
2023-01-12JPMorgan Ultra-Short Income ETF (JPST) Sale (Partial)Spouse$100K – $250Kannual
2023-01-12Dimensional Emerging Core Equity Market ETF (DFAE) PurchaseSpouse$100K – $250Kannual
2023-01-12BlackRock Ultra Short-Term Bond ETF (ICSH) Sale (Full)Spouse$250K – $500Kannual

Financial disclosures

8 reports

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

FiledReportEntries
May 15, 2026Annual Report for Calendar 202538
Feb 19, 2026Annual Report (Amendment)scan
May 15, 2025Annual Report for Calendar 202428
May 15, 2024Annual Report for Calendar 2023136
Oct 20, 2023Periodic Transaction Report for 10/20/202325
May 1, 2023New Filer Report for 01/23/2023701
Feb 17, 2023Periodic Transaction Report for 02/17/20235
Feb 15, 2023New Filer Report for 2023 Due Date Extension 10