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
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
See the data
| Period | Raised | Individuals | PACs | Parties | Own money | Spent | Cash | Outside for | Outside 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.
- From Nebraska
- From out of state
Where it came from
- Less
- More
- Their state
Their donors' employers
Employers as donors wrote them, 2021 on (retired and not employed donors aside).
The largest donors, and the numbers
| Period | Itemized | Contributions | From NE | Retired donors |
|---|---|---|---|---|
| 2025–26 | $1,981,921 | 2,057 | 30% | 15% |
| 2023–24 | $1,536,634 | 1,853 | 30% | 11% |
| Donor | Where | Employer, occupation | Total |
|---|---|---|---|
| LEVY, EDWARD JR. | BIRMINGHAM, MI | EDW. C LEVY CO, CHAIRMAN | $20,600 |
| DINSDALE, TOM | GRAND ISLAND, NE | TOM DINSDALE CHEVROLET CADILLAC GMC HY, PRESIDENT | $14,000 |
| HASLAM, WILLIAM | KNOXVILLE, TN | STATE OF TENNESSEE, FORMER GOVERNOR | $14,000 |
| HOFER, LINDA | FORT CALHOUN, NE | RETIRED, RETIRED | $14,000 |
| KEYS, ANDREW | DORADO, PR | THE ETHER MACHINE, CHAIRMAN | $14,000 |
| MATHISEN, DAN | COLLEYVILLE, TX | RETIRED, RETIRED | $14,000 |
| MORGAN, NICHOLAS | HOUSTON, TX | ADAPTIVE CONSTRUCTION SOLUTIONS, PRESIDENT | $14,000 |
| DRESNER, LINDA | BIRMINGHAM, MI | RETIRED, RETIRED | $13,600 |
| MARQUIS, JASON | PRINCETON, IL | MARQUIS MANAGEMENT, INC., COO | $13,600 |
| MARQUIS, THOMAS | PRINCETON, IL | MARQUIS MANAGEMENT, INC., SVP | $13,600 |
| KNOBBE, SCOTT | WEST POINT, NE | HARRY KNOBBE FEED YARDS, MANAGER | $10,000 |
| MAYER, DAVID | OMAHA, NE | DVORAK LAW GROUP, ATTORNEY | $10,000 |
| MARSHALL, NORRIS | KEARNEY, NE | MARSHALL ENGINE, OWNER/ CEO | $8,000 |
| ABBOUD, JOSIE | OMAHA, NE | METHODIST HEALTH SYSTEM, PRESIDENT & CEO | $7,000 |
| ANDREWS, DUANE | INCLINE VILLAGE, NV | CLEAR CAPITAL, CEO | $7,000 |
| BANKE, BARBARA R. | SANTA ROSA, CA | KENDALL JACKSON, WINE INDUSTRY | $7,000 |
| BECKER, TODD | OMAHA, NE | CORE SCIENTIFIC, BOARD MEMBER | $7,000 |
| BRIGGS, DAVID | TIMNATH, CO | WESTCO, CEO | $7,000 |
| BURNS, EMILY | AUSTIN, TX | HOLTZMAN VOGEL, PLLC, HOMEMAKER | $7,000 |
| CASSLING, MICHAEL | OMAHA, NE | CQUENCE HEALTH GROUP, CEO | $7,000 |
| CLICK, VICKI | TUCSON, AZ | JIM CLICK AUTOMOTIVE TEAM, CONSULTANT | $7,000 |
| DINKLAGE, JEFF | WISNER, NE | HERMAN DINKLAGE INC, OWNER | $7,000 |
| DONOVAN, LIAM | TUCSON, AZ | LIAM DONOVAN, TRADER | $7,000 |
| DYER, WILLIAM | OMAHA, NE | STANDARD NUTRITION, PRESIDENT | $7,000 |
| EDELMAN, JOSEPH | NEW YORK, NY | PERCEPTIVE ADVISORS, PORTFOLIO MANAGER | $7,000 |
Their biggest PAC and party givers
All 25
| Committee | Connected organization | Total | Gifts |
|---|---|---|---|
| NRSC | YOUNG VICTORY COMMITTEE | $62,000 | 1 |
| UBS AMERICAS INC. POLITICAL ACTION COMMITTEE (UBS PAC) | UBS AMERICAS INC. | $25,000 | 7 |
| STEER PAC | $20,000 | 4 | |
| NEBRASKA SANDHILLS PAC | FISCHER | $20,000 | 4 |
| LETS GET TO WORK PAC | SCOTT | $20,000 | 4 |
| FREEDOM FUND | CRAPO | $20,000 | 4 |
| COMCAST CORPORATION & NBCUNIVERSAL POLITICAL ACTION COMMITTEE - FEDERAL | COMCAST CORPORATION | $20,000 | 5 |
| ARKANSAS FOR LEADERSHIP POLITICAL ACTION COMMITTEE (ARKPAC) | BOOZMAN | $20,000 | 4 |
| AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS POLITICAL ACTION COMMITTEE | AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS | $20,000 | 5 |
| UNITED PARCEL SERVICE, INC. PAC (UPSPAC) | UNITED PARCEL SERVICE, INC. | $19,000 | 5 |
| WINE AND SPIRITS WHOLESALERS OF AMERICA, INC. POLITICAL ACTION COMMITTEE | WINE & SPIRITS WHOLESALERS OF AMERICA | $17,500 | 5 |
| THE HAWKEYE PAC | GOLDFINCH PAC | $17,500 | 9 |
| NATIONAL ASSOCIATION OF CONVENIENCE STORES POLITICAL ACTION COMMITTEE | NATIONAL ASSOCIATION OF CONVENIENCE STORES | $17,500 | 6 |
| GOOGLE LLC NETPAC | GOOGLE LLC | $17,500 | 5 |
| BECTON DICKINSON AND COMPANY PAC | BECTON DICKINSON AND COMPANY PAC | $17,500 | 5 |
| ARCHER DANIELS MIDLAND COMPANY - ADM PAC | ARCHER DANIELS MIDLAND COMPANY | $17,500 | 7 |
| NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS POLITICAL ACTION COMM | NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS | $16,500 | 7 |
| MICROSOFT CORPORATION STAKEHOLDERS VOLUNTARY PAC - MSVPAC | MICROSOFT CORPORATION | $16,000 | 7 |
| NEBRASKA FARM BUREAU FEDERATION | NEBRASKA FARM BUREAU FEDERATION | $15,500 | 8 |
| THE PETER NORBECK LEADERSHIP PAC | ROUNDS | $15,000 | 3 |
| SENATE EAGLE PAC | TEAM HAGERTY VICTORY | $15,000 | 3 |
| RESPONSIBILITY AND FREEDOM WORK PAC (RFWPAC) | WICKER VICTORY COMMITTEE | $15,000 | 3 |
| NEXTERA ENERGY, INC. POLITICAL ACTION COMMITTEE | NEXTERA ENERGY, INC | $15,000 | 7 |
| NCTA - THE INTERNET & TELEVISION ASSOCIATION POLITICAL ACTION COMMITTEE (NCTAPAC) | $15,000 | 6 | |
| NATIONAL RESTAURANT ASSOCIATION PAC (RESTAURANT PAC) | NATIONAL RESTAURANT ASSOCIATION | $15,000 | 3 |
Outside spending for and against them
- Against them
- For them
Who spent it
See the data
| Spender | For or against | Total | Reports |
|---|---|---|---|
| FELLOWSHIP PAC | for | $350,000 | 1 |
| DEFENDING OUR VALUES PAC | for | $274,485 | 4 |
| SLF PAC | for | $156,666 | 2 |
| NATIONAL ASSOCIATION OF REALTORS POLITICAL ACTION COMMITTEE | for | $16,538 | 2 |
| CLUB FOR GROWTH PAC | for | $14,619 | 8 |
| NATIONAL RIGHT TO LIFE VICTORY FUND | for | $9,035 | 4 |
| NATIONAL RIFLE ASSOCIATION OF AMERICA POLITICAL VICTORY FUND | for | $5,382 | 2 |
| INDIGO PAC | against | $431 | 1 |
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
| Registrant | Total | Items | First | Latest |
|---|---|---|---|---|
| HOLLAND & KNIGHT LLP | $61,000 | 21 | May 4, 2023 | Jun 16, 2026 |
| K&L GATES, LLP | $44,500 | 22 | Nov 7, 2023 | Jul 15, 2025 |
| KOCH GOVERNMENT AFFAIRS, LLC | $40,800 | 11 | Mar 20, 2023 | Jun 25, 2026 |
| BROWNSTEIN HYATT FARBER SCHRECK, LLP | $40,200 | 29 | Jun 29, 2023 | Sep 30, 2025 |
| GROWTH ENERGY, INC. | $40,000 | 8 | Mar 28, 2023 | Mar 10, 2026 |
| UNION PACIFIC CORPORATION | $38,500 | 10 | Mar 15, 2023 | May 29, 2026 |
| UPS (UNITED PARCEL SERVICE) | $37,500 | 11 | Jun 26, 2023 | May 15, 2026 |
| COMCAST CORPORATION | $37,500 | 11 | Jun 8, 2023 | May 21, 2026 |
| NATIONAL MULTIFAMILY HOUSING COUNCIL, INC. | $35,000 | 7 | May 18, 2023 | Jun 3, 2026 |
| UBS AMERICAS INC. | $30,000 | 8 | May 7, 2024 | Apr 13, 2026 |
| POET, LLC | $30,000 | 6 | Mar 29, 2023 | Jun 25, 2026 |
| AFLAC INCORPORATED | $30,000 | 9 | Feb 28, 2023 | Mar 20, 2026 |
| HONEYWELL INTERNATIONAL | $28,000 | 11 | Oct 31, 2023 | May 27, 2026 |
| H.A. CUMBER & COMPANY, INC. | $28,000 | 4 | May 6, 2026 | May 6, 2026 |
| NATIONAL CATTLEMEN'S BEEF ASSOCIATION | $27,500 | 8 | Mar 7, 2023 | Jul 22, 2025 |
| CHARTER COMMUNICATIONS, INC. | $27,500 | 8 | Sep 27, 2023 | Mar 25, 2026 |
| CAPITAL ONE FINANCIAL CORPORATION | $27,500 | 6 | Aug 18, 2023 | Apr 24, 2026 |
| AICPA ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS | $27,500 | 7 | May 8, 2024 | Mar 23, 2026 |
| COX ENTERPRISES INC. | $27,000 | 11 | Mar 6, 2023 | Jan 9, 2026 |
| NATIONAL SHOOTING SPORTS FOUNDATION | $25,000 | 7 | May 30, 2023 | Jun 16, 2026 |
| NATIONAL CORN GROWERS ASSN | $25,000 | 11 | Jul 24, 2023 | Sep 24, 2025 |
| MORTGAGE BANKERS ASSOCIATION | $25,000 | 5 | Feb 29, 2024 | Jun 26, 2026 |
| INDEPENDENT INSURANCE AGENTS & BROKERS OF AMERICA | $25,000 | 7 | Mar 23, 2023 | Mar 27, 2026 |
| GENERAL DYNAMICS CORP | $25,000 | 7 | Jun 7, 2023 | Jan 13, 2026 |
| BNSF RAILWAY COMPANY | $25,000 | 5 | Jun 12, 2023 | Oct 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
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.
Every vote
| Date | Question | Measure | Vote | Result |
|---|---|---|---|---|
| Sep 30, 2026 | On the Nomination | PN1129 Keith Sonderling, of Florida, to be Secretary of Labor | yea | Nomination Confirmed |
| Sep 30, 2026 | On the Cloture Motion | PN1129 Keith Sonderling, of Florida, to be Secretary of Labor | yea | Cloture Motion Agreed to |
| Sep 30, 2026 | On Cloture on the Motion to Proceed | H.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, inc | yea | Cloture on the Motion to Proceed Rejected |
| Sep 30, 2026 | On Cloture on the Motion to Proceed | H.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, a | yea | Cloture on the Motion to Proceed Rejected |
| Sep 29, 2026 | On the Motion to Discharge | S.Res. 852 A resolution requesting information on Israel's human rights practices pursuant to section 502B(c) of the Foreign Assistance Act of 1961. | nay | Motion to Discharge Rejected |
| Sep 29, 2026 | On the Motion to Proceed | S.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 Cent | nay | Motion to Proceed Rejected |
| Sep 28, 2026 | On Passage of the Bill | S. 4668 A bill to protect the name, image, and likeness rights of, and provide protections for, student athletes and to promote fair competition amo | yea | Bill Passed |
| Sep 28, 2026 | On the Amendment | S. 4668 To establish certain standards with respect to coaches of varsity sports teams. | nay | Amendment Rejected |
| Sep 28, 2026 | On the Amendment | S. 4668 To increase the limitation on funding for post-eligibility insurance and catastrophic injury for student athletes. | nay | Amendment Rejected |
| Sep 28, 2026 | On the Amendment | S. 4668 To limit price increases for college athletics tickets. | nay | Amendment Rejected |
| Sep 28, 2026 | On the Amendment | S. 4668 To improve the bill. | nay | Amendment Rejected |
| Sep 28, 2026 | On the Amendment | S. 4668 To modify the provision relating to the relationship of this Act to existing law. | yea | Amendment Agreed to |
| Sep 24, 2026 | On the Concurrent Resolution | H.Con.Res. 89 A concurrent resolution directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces | nay | Concurrent Resolution Rejected |
| Sep 24, 2026 | On the Cloture Motion | S. 4668 A bill to protect the name, image, and likeness rights of, and provide protections for, student athletes and to promote fair competition amo | yea | Cloture Motion Agreed to |
| Sep 24, 2026 | On the Amendment | S. 4668 In the nature of a substitute. | yea | Amendment Agreed to |
| Sep 23, 2026 | On the Nomination | PN9991 Angela Veronica Colmenero, of Texas, to be United States District Judge for the Southern District of Texas | yea | Nomination Confirmed |
| Sep 22, 2026 | On the Cloture Motion | S. 4668 In the nature of a substitute. | yea | Cloture Motion Agreed to |
| Sep 22, 2026 | On the Cloture Motion | PN9991 Angela Veronica Colmenero, of Texas, to be United States District Judge for the Southern District of Texas | yea | Cloture Motion Agreed to |
| Sep 17, 2026 | On the Nomination | PN9994 Kasdin Miller Mitchell, of Texas, to be United States District Judge for the Northern District of Texas | yea | Nomination Confirmed |
| Sep 17, 2026 | On the Cloture Motion | PN9994 Kasdin Miller Mitchell, of Texas, to be United States District Judge for the Northern District of Texas | yea | Cloture Motion Agreed to |
| Sep 17, 2026 | On the Motion to Proceed | S. 4668 A bill to protect the name, image, and likeness rights of, and provide protections for, student athletes and to promote fair competition amo | yea | Motion to Proceed Agreed to |
| Sep 15, 2026 | On Cloture on the Motion to Proceed | S. 4668 A bill to protect the name, image, and likeness rights of, and provide protections for, student athletes and to promote fair competition amo | yea | Cloture on the Motion to Proceed Agreed to |
| Sep 15, 2026 | On Cloture on the Motion to Proceed | H.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 Commodi | yea | Cloture on the Motion to Proceed Rejected |
| Sep 15, 2026 | On the Nomination | PN10933 Matthew R. Byrne, of Ohio, to be United States District Judge for the Southern District of Ohio | yea | Nomination Confirmed |
| Sep 14, 2026 | On the Cloture Motion | PN10933 Matthew R. Byrne, of Ohio, to be United States District Judge for the Southern District of Ohio | yea | Cloture Motion Agreed to |
| Aug 8, 2026 | On Cloture on the Motion to Proceed | S. 5271 A bill to amend the Help America Vote Act of 2002 to require voters to provide photo identification. | yea | Cloture on the Motion to Proceed Rejected |
| Aug 8, 2026 | On the Nomination | PN1078 Todd Blanche, of Florida, to be Attorney General | yea | Nomination Confirmed |
| Aug 8, 2026 | On the Cloture Motion | PN1078 Todd Blanche, of Florida, to be Attorney General | yea | Cloture Motion Agreed to |
| Aug 8, 2026 | On Passage of the Bill | H.R. 6500 An act making continuing appropriations and extensions for fiscal year 2027, and for other purposes. | yea | Bill Passed |
| Aug 8, 2026 | On the Motion to Table | H.R. 6500 To strike section 2019. | nay | Motion to Table Agreed to |
| Aug 7, 2026 | On the Cloture Motion | H.R. 6500 In the nature of a substitute. | yea | Cloture Motion Agreed to |
| Aug 7, 2026 | On the Nomination | PN73011 Francis Brooke, of Virginia, to be Deputy Secretary of the Treasury; and George McMaster, of South Carolina, to be an Assistant Secretary of | yea | Nomination Confirmed |
| Aug 7, 2026 | On Passage of the Bill | H.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, a | yea | Bill Passed |
| Aug 7, 2026 | On the Amendment | H.R. 5334 To strike the provision relating to duties on countries that purchase Russian-origin crude oil or natural gas or facilitate sanctions evasio | nay | Amendment Rejected |
| Aug 5, 2026 | On the Motion to Proceed | S.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 Envi | nay | Motion to Proceed Rejected |
| Aug 5, 2026 | On the Cloture Motion | PN73011 Francis Brooke, of Virginia, to be Deputy Secretary of the Treasury; and George McMaster, of South Carolina, to be an Assistant Secretary of | yea | Cloture Motion Agreed to |
| Aug 5, 2026 | On the Nomination | PN932 Erica Schwartz, of Florida, to be Director of the Centers for Disease Control and Prevention | yea | Nomination Confirmed |
| Aug 5, 2026 | On the Cloture Motion | PN932 Erica Schwartz, of Florida, to be Director of the Centers for Disease Control and Prevention | yea | Cloture Motion Agreed to |
| Aug 3, 2026 | On Cloture on the Motion to Proceed | H.R. 6500 A bill to extend duty-free treatment provided with respect to imports from certain countries in Africa under the African Growth and Opportun | yea | Cloture on the Motion to Proceed Agreed to |
| Jul 30, 2026 | On the Resolution | S.Res. 817 An executive resolution authorizing the en bloc consideration in Executive Session of certain nominations on the Executive Calendar. | yea | Resolution Agreed to |
| Jul 30, 2026 | On the Motion to Discharge | S.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 | nay | Motion to Discharge Rejected |
| Jul 30, 2026 | On the Motion to Proceed | S.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 Depa | nay | Motion to Proceed Rejected |
| Jul 29, 2026 | On the Cloture Motion | S.Res. 817 An executive resolution authorizing the en bloc consideration in Executive Session of certain nominations on the Executive Calendar. | yea | Cloture Motion Agreed to |
| Jul 29, 2026 | On the Motion to Proceed | H.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 p | yea | Motion to Proceed Agreed to |
| Jul 28, 2026 | On Cloture on the Motion to Proceed | H.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 p | yea | Cloture on the Motion to Proceed Agreed to |
| Jul 28, 2026 | On the Nomination | PN1092 Walter Clayton, of New York, to be Director of National Intelligence | yea | Nomination Confirmed |
| Jul 27, 2026 | On the Cloture Motion | PN1092 Walter Clayton, of New York, to be Director of National Intelligence | not voting | Cloture Motion Agreed to |
| Jul 23, 2026 | On the Nomination | PN9995 Antonio M. Pozos, of Pennsylvania, to be United States District Judge for the Eastern District of Pennsylvania | yea | Nomination Confirmed |
| Jul 23, 2026 | On the Nomination | PN9996 Daniel Mack Traynor, of North Dakota, to be United States Circuit Judge for the Eighth Circuit | yea | Nomination Confirmed |
| Jul 23, 2026 | On the Motion to Discharge | S.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 | nay | Motion to Discharge Rejected |
| Jul 22, 2026 | On the Cloture Motion | PN9996 Daniel Mack Traynor, of North Dakota, to be United States Circuit Judge for the Eighth Circuit | yea | Cloture Motion Agreed to |
| Jul 22, 2026 | On the Cloture Motion | PN9995 Antonio M. Pozos, of Pennsylvania, to be United States District Judge for the Eastern District of Pennsylvania | yea | Cloture Motion Agreed to |
| Jul 22, 2026 | On the Nomination | PN9993 Michael C. Martin, of Michigan, to be United States District Judge for the Eastern District of Michigan | yea | Nomination Confirmed |
| Jul 22, 2026 | On the Cloture Motion | PN9993 Michael C. Martin, of Michigan, to be United States District Judge for the Eastern District of Michigan | yea | Cloture Motion Agreed to |
| Jul 22, 2026 | On the Nomination | PN9381 Benjamin M. Flowers, of Ohio, to be United States Circuit Judge for the Sixth Circuit | yea | Nomination Confirmed |
| Jul 21, 2026 | On the Nomination | PN8518 Kara Marie Westercamp, of Virginia, to be a Judge of the United States Court of International Trade | yea | Nomination Confirmed |
| Jul 20, 2026 | On the Cloture Motion | PN9381 Benjamin M. Flowers, of Ohio, to be United States Circuit Judge for the Sixth Circuit | yea | Cloture Motion Agreed to |
| Jul 16, 2026 | On the Motion to Proceed | S.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 Cent | nay | Motion to Proceed Rejected |
| Jul 16, 2026 | On the Cloture Motion | PN8518 Kara Marie Westercamp, of Virginia, to be a Judge of the United States Court of International Trade | yea | Cloture Motion Agreed to |
| Jul 15, 2026 | On the Nomination | PN9304 Jeffrey T. Kuntz, of Florida, to be United States District Judge for the Southern District of Florida | yea | Nomination Confirmed |
| Jul 15, 2026 | On the Cloture Motion | PN9304 Jeffrey T. Kuntz, of Florida, to be United States District Judge for the Southern District of Florida | yea | Cloture Motion Agreed to |
| Jul 14, 2026 | On Cloture on the Motion to Proceed | S. 4784 An original bill to authorize appropriations for fiscal year 2027 for military activities of the Department of Defense, for military constru | yea | Cloture on the Motion to Proceed Rejected |
| Jul 14, 2026 | On the Nomination | PN9382 Matthew A. Schwartz, of New York, to be United States Circuit Judge for the Second Circuit | yea | Nomination Confirmed |
| Jul 13, 2026 | On the Nomination | PN9303 Arthur Roberts Jones, of Texas, to be United States District Judge for the Southern District of Texas | yea | Nomination Confirmed |
| Jun 24, 2026 | On the Motion to Proceed | S.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 | nay | Motion to Proceed Rejected |
| Jun 24, 2026 | On the Cloture Motion | PN9382 Matthew A. Schwartz, of New York, to be United States Circuit Judge for the Second Circuit | yea | Cloture Motion Agreed to |
| Jun 24, 2026 | On the Motion to Proceed | S.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 Depa | nay | Motion to Proceed Rejected |
| Jun 24, 2026 | On the Cloture Motion | PN9303 Arthur Roberts Jones, of Texas, to be United States District Judge for the Southern District of Texas | yea | Cloture Motion Agreed to |
| Jun 24, 2026 | On the Nomination | PN9302 Michael J. Hendershot, of Ohio, to be United States District Judge for the Northern District of Ohio | yea | Nomination Confirmed |
| Jun 24, 2026 | On the Cloture Motion | PN9302 Michael J. Hendershot, of Ohio, to be United States District Judge for the Northern District of Ohio | yea | Cloture Motion Agreed to |
| Jun 24, 2026 | On the Nomination | PN9307 John George Edward Marck, of Texas, to be United States District Judge for the Southern District of Texas | yea | Nomination Confirmed |
| Jun 24, 2026 | On the Cloture Motion | PN9307 John George Edward Marck, of Texas, to be United States District Judge for the Southern District of Texas | yea | Cloture Motion Agreed to |
| Jun 23, 2026 | On the Concurrent Resolution | H.Con.Res. 86 A concurrent resolution directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces | nay | Concurrent Resolution Agreed to |
| Jun 23, 2026 | On the Nomination | PN8593 Darrell Owens, of Pennsylvania, to be U.S. Representative to the Organization for Security and Cooperation in Europe, with the rank of Ambas | yea | Nomination Confirmed |
| Jun 22, 2026 | On the Motion | H.R. 6644 A bill a bill to increase the supply of housing in America, and for other purposes. | yea | Motion Agreed to |
| Jun 18, 2026 | On the Nomination | PN73033 George Holding, of North Carolina, to be United States Director of the European Bank for Reconstruction and Development | yea | Nomination Confirmed |
| Jun 18, 2026 | On the Cloture Motion | H.R. 6644 A bill a bill to increase the supply of housing in America, and for other purposes. | yea | Cloture Motion Agreed to |
| Jun 17, 2026 | On the Motion to Discharge | S.Res. 616 A resolution requesting information on Honduras's human rights practices pursuant to section 502B(c) of the Foreign Assistance Act of 1961. | nay | Motion to Discharge Rejected |
| Jun 17, 2026 | On the Cloture Motion | PN73033 George Holding, of North Carolina, to be United States Director of the European Bank for Reconstruction and Development | yea | Cloture Motion Agreed to |
| Jun 17, 2026 | On the Nomination | PN9018 Michelle Steel, of California, to be Ambassador to the Republic of Korea | yea | Nomination Confirmed |
| Jun 17, 2026 | On the Cloture Motion | PN9018 Michelle Steel, of California, to be Ambassador to the Republic of Korea | yea | Cloture Motion Agreed to |
| Jun 16, 2026 | On the Motion to Proceed | H.R. 6644 A bill a bill to increase the supply of housing in America, and for other purposes. | yea | Motion to Proceed Agreed to |
| Jun 16, 2026 | On the Motion to Discharge | S.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 | nay | Motion to Discharge Rejected |
| Jun 16, 2026 | On the Motion to Proceed | S.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 Exec | nay | Motion to Proceed Rejected |
| Jun 15, 2026 | On the Nomination | PN8517 Justin D. Smith, of Missouri, to be United States Circuit Judge for the Eighth Circuit | yea | Nomination Confirmed |
| Jun 11, 2026 | On the Cloture Motion | PN8517 Justin D. Smith, of Missouri, to be United States Circuit Judge for the Eighth Circuit | yea | Cloture Motion Agreed to |
| Jun 11, 2026 | On the Nomination | PN9014 Brock Dahl, of Maryland, to be Legal Adviser of the Department of State | yea | Nomination Confirmed |
| Jun 10, 2026 | On the Cloture Motion | PN9014 Brock Dahl, of Maryland, to be Legal Adviser of the Department of State | yea | Cloture Motion Agreed to |
| Jun 10, 2026 | On the Nomination | PN8515 Anthony J. Powell, of Kansas, to be United States District Judge for the District of Kansas | yea | Nomination Confirmed |
| Jun 10, 2026 | On the Cloture Motion | PN8515 Anthony J. Powell, of Kansas, to be United States District Judge for the District of Kansas | yea | Cloture Motion Agreed to |
| Jun 9, 2026 | On the Nomination | PN8514 Anthony W. Mattivi, of Kansas, to be United States District Judge for the District of Kansas | yea | Nomination Confirmed |
| Jun 8, 2026 | On the Cloture Motion | PN8514 Anthony W. Mattivi, of Kansas, to be United States District Judge for the District of Kansas | yea | Cloture Motion Agreed to |
| Jun 5, 2026 | On the Motion to Proceed | S. 1318 A bill to direct the American Battle Monuments Commission to establish a program to identify American-Jewish servicemembers buried in United | yea | Motion to Proceed Rejected |
| Jun 5, 2026 | On Passage of the Bill | S. 2 An original bill to provide for reconciliation pursuant to title II of S. Con. Res. 33. | yea | Bill Passed |
| Jun 5, 2026 | On the Motion | S. 2 To provide for limitations on judgments, awards, and compromise settlements under section 1304 of title 31, United States Code. | nay | Motion Rejected |
| Jun 5, 2026 | On the Motion | S. 2 To prohibit the use of funds to provide payments to certain individuals. | nay | Motion Rejected |
| Jun 5, 2026 | On the Amendment | S. 2 To appropriate amounts for local law enforcement hiring programs. | nay | Amendment Rejected |
| Jun 5, 2026 | On the Motion | S. 2 To provide compensation to law enforcement officers who defended the United States Capitol during the events that occurred at or near the Un | nay | Motion Rejected |
| Jun 5, 2026 | On the Motion | S. 2 To prohibit the Department of Justice from using taxpayer funds to make settlement payments to individuals convicted of assaulting law enfor | nay | Motion Rejected |
| Jun 5, 2026 | On the Amendment | S. 2 To make appropriations for transparency and accountability. | nay | Amendment Rejected |
| Jun 5, 2026 | On the Amendment | S. 2 To make funds available for the timely adjudication of DACA renewal applications. | nay | Amendment Rejected |
| Jun 5, 2026 | On the Amendment | S. 2 To rescind unobligated balances under the One Big Beautiful Bill Act. | nay | Amendment Rejected |
| Jun 5, 2026 | On the Amendment | S. 2 To transfer amounts for youth mentoring programs of the Department of Justice. | nay | Amendment Rejected |
| Jun 5, 2026 | On the Motion | S. 2 An original bill to provide for reconciliation pursuant to title II of S. Con. Res. 33. | nay | Motion Rejected |
| Jun 5, 2026 | On the Motion | S. 2 To repurpose funds previously appropriated for U.S. Immigration and Customs Enforcement for the timely processing of DACA applications and r | nay | Motion Rejected |
| Jun 5, 2026 | On the Motion | S. 2 To ensure only citizens are registered to vote in elections for Federal office, and to require voters to provide photo identification. | yea | Motion Rejected |
| Jun 4, 2026 | On the Motion | S. 2 To support the work performed by the Immigration Detention Ombudsman. | nay | Motion Rejected |
| Jun 4, 2026 | On the Motion | S. 2 To redirect funding for U.S. Immigration and Customs Enforcement to the Child Care and Development Block Grant program. | nay | Motion Rejected |
| Jun 4, 2026 | On the Motion | S. 2 To place reasonable limits on contributions to Super PACs which make independent expenditures. | nay | Motion Rejected |
| Jun 4, 2026 | On the Motion | S. 2 An original bill to provide for reconciliation pursuant to title II of S. Con. Res. 33. | nay | Motion Rejected |
| Jun 4, 2026 | On the Motion | S. 2 To make appropriations for the conduct of inspections of the Delaney Hall Detention Facility. | nay | Motion Rejected |
| Jun 4, 2026 | On the Motion | S. 2 To prohibit the distribution of Federal funds to individuals convicted of certain crimes. | nay | Motion Rejected |
| Jun 4, 2026 | On the Motion | S. 2 To ensure only citizens are registered to vote in elections for Federal office, and to require voters to provide photo identification, and f | yea | Motion Rejected |
| Jun 4, 2026 | On the Motion | S. 2 To prohibit an individual from acting as Director of National Intelligence if such individual is simultaneously serving as the head of any o | nay | Motion Rejected |
| Jun 4, 2026 | On the Motion | S. 2 To help build 7,000,000 new homes. | nay | Motion Rejected |
| Jun 4, 2026 | On the Motion | S. 2 An original bill to provide for reconciliation pursuant to title II of S. Con. Res. 33. | nay | Motion Rejected |
| Jun 4, 2026 | On the Motion | S. 2 To provide funding for the HOME Investment Partnerships program. | nay | Motion Rejected |
| Jun 4, 2026 | On the Motion | S. 2 To provide a clarification relating to, and to prohibit the use of funds for, the White House Ballroom. | nay | Motion Rejected |
| Jun 4, 2026 | On the Motion | S. 2 To reallocate funds that would have been used for the Anti-Weaponization Fund to fraud enforcement. | nay | Motion Rejected |
| Jun 4, 2026 | On the Motion | S. 2 An original bill to provide for reconciliation pursuant to title II of S. Con. Res. 33. | nay | Motion Rejected |
| Jun 3, 2026 | On the Motion to Proceed | S. 2 An original bill to provide for reconciliation pursuant to title II of S. Con. Res. 33. | yea | Motion to Proceed Agreed to |
| Jun 3, 2026 | On the Motion to Proceed | S.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 Envi | nay | Motion to Proceed Rejected |
| Jun 2, 2026 | On the Nomination | PN8512 Jeffrey M. Kuhlman, of Kansas, to be United States District Judge for the District of Kansas | yea | Nomination Confirmed |
| Jun 2, 2026 | On the Cloture Motion | PN8512 Jeffrey M. Kuhlman, of Kansas, to be United States District Judge for the District of Kansas | yea | Cloture Motion Agreed to |
| Jun 2, 2026 | On the Nomination | PN8513 Kathleen S. Lane, of Montana, to be United States District Judge for the District of Montana | yea | Nomination Confirmed |
| Jun 1, 2026 | On the Cloture Motion | PN8513 Kathleen S. Lane, of Montana, to be United States District Judge for the District of Montana | yea | Cloture Motion Agreed to |
| May 20, 2026 | On the Nomination | PN8516 Evan Rikhye, of the Virgin Islands, to be Judge for the District Court of the Virgin Islands for a term of ten years | yea | Nomination Confirmed |
| May 19, 2026 | On the Motion to Discharge | S.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 | nay | Motion to Discharge Agreed to |
| May 19, 2026 | On the Cloture Motion | PN8516 Evan Rikhye, of the Virgin Islands, to be Judge for the District Court of the Virgin Islands for a term of ten years | yea | Cloture Motion Agreed to |
| May 19, 2026 | On the Nomination | PN8511 Sheria Akins Clarke, of South Carolina, to be United States District Judge for the District of South Carolina | yea | Nomination Confirmed |
| May 19, 2026 | On the Cloture Motion | PN8511 Sheria Akins Clarke, of South Carolina, to be United States District Judge for the District of South Carolina | yea | Cloture Motion Agreed to |
| May 18, 2026 | On the Nomination | PN7261 Catherine Dillon, of Maryland, to be an Assistant Secretary of State (Educational and Cultural Affairs); and Ademola Adewale-Sadik, of New Y | yea | Nomination Confirmed |
| May 14, 2026 | On the Cloture Motion | PN8061 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 Caro | yea | Cloture Motion Agreed to |
| May 13, 2026 | On the Motion to Proceed | S.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 Bure | nay | Motion to Proceed Rejected |
| May 13, 2026 | On the Motion to Proceed | S.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 o | nay | Motion to Proceed Rejected |
| May 13, 2026 | On the Motion to Proceed | S.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 Bure | nay | Motion to Proceed Rejected |
| May 13, 2026 | On the Nomination | PN8551 Kevin Warsh, of Florida, to be Chairman of the Board of Governors of the Federal Reserve System for a term of four years | yea | Nomination Confirmed |
| May 13, 2026 | On Cloture on the Motion to Proceed | S.Res. 526 A resolution withholding the pay of Senators if a Government shutdown occurs. | not voting | Cloture on the Motion to Proceed Agreed to |
| May 13, 2026 | On the Motion to Discharge | S.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 voting | Motion to Discharge Rejected |
| May 12, 2026 | On the Cloture Motion | PN8551 Kevin Warsh, of Florida, to be Chairman of the Board of Governors of the Federal Reserve System for a term of four years | not voting | Cloture Motion Agreed to |
| May 12, 2026 | On the Nomination | PN8552 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 1 | not voting | Nomination Confirmed |
| May 11, 2026 | On the Cloture Motion | PN8552 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 1 | not voting | Cloture Motion Agreed to |
| May 11, 2026 | On the Resolution | S.Res. 690 An executive resolution authorizing the en bloc consideration in Executive Session of certain nominations on the Executive Calendar. | not voting | Resolution Agreed to |
| Apr 30, 2026 | On the Motion to Discharge | S.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 | nay | Motion to Discharge Rejected |
| Apr 30, 2026 | On the Cloture Motion | S.Res. 690 An executive resolution authorizing the en bloc consideration in Executive Session of certain nominations on the Executive Calendar. | yea | Cloture Motion Agreed to |
| Apr 29, 2026 | On the Motion to Proceed | S.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. Cit | nay | Motion to Proceed Rejected |
| Apr 29, 2026 | On the Motion to Proceed | S.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 Envi | nay | Motion to Proceed Rejected |
| Apr 29, 2026 | On the Nomination | PN73014 Robert Cekada, of Florida, to be Director, Bureau of Alcohol, Tobacco, Firearms, and Explosives | yea | Nomination Confirmed |
| Apr 28, 2026 | On the Point of Order | S.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 not | yea | Point of Order Well Taken |
| Apr 28, 2026 | On the Motion to Proceed | S.Res. 690 An executive resolution authorizing the en bloc consideration in Executive Session of certain nominations on the Executive Calendar. | yea | Motion to Proceed Agreed to |
What they sponsor bills about
119th Congress: 67 sponsored, 1 became law · 118th Congress: 30 sponsored, 0 became law
Their bills
| Bill | Latest 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 2026 | Sep 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 Act | Sep 16, 2026 Committee on Energy and Natural Resources. Hearings held. |
| S. 5316 BINSA Act | Aug 6, 2026 Read twice and referred to the Committee on Banking, Housing, and Urban Affairs. |
| S. 747 Improper Payments Transparency Act | Feb 26, 2025 Read twice and referred to the Committee on Homeland Security and Governmental Affairs. |
| S. 5245 Karly Rain Wood Act | Aug 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 s | Aug 5, 2026 Read twice and referred to the Committee on Environment and Public Works. |
| S. 4709 UNLOCK AUKUS Act | Jul 27, 2026 Placed on Senate Legislative Calendar under General Orders. Calendar No. 517. |
| S. 4464 FAIR Labels Act of 2026 | Apr 30, 2026 Read twice and referred to the Committee on Agriculture, Nutrition, and Forestry. |
| S. 4836 SNAP Staffing Flexibility Act of 2026 | Jun 18, 2026 Read twice and referred to the Committee on Agriculture, Nutrition, and Forestry. |
| S. 4839 Bank-Fintech Partnership Enhancement Act | Jun 18, 2026 Read twice and referred to the Committee on Banking, Housing, and Urban Affairs. |
| S. 4714 FENCE Act | Jun 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 75t | Jun 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 2025 | Jun 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 ro | May 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 2026 | May 19, 2026 Read twice and referred to the Committee on Agriculture, Nutrition, and Forestry. (Sponsor introductory remark |
| S. 4517 Rural Depositories Revitalization Study Act | May 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 role | May 13, 2026 Resolution agreed to in Senate without amendment and with a preamble by Unanimous Consent. |
| S. 4397 Sound Science Act of 2026 | Apr 27, 2026 Read twice and referred to the Committee on Environment and Public Works. |
| S. 4281 Multilateral Alignment of Technology Controls on Hardware (MATCH) Act | Apr 13, 2026 Read twice and referred to the Committee on Banking, Housing, and Urban Affairs. |
| S. 4134 Stop Insider Trading Act | Mar 18, 2026 Read twice and referred to the Committee on Homeland Security and Governmental Affairs. |
| S. 4192 PLOT Act of 2026 | Mar 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 D | Mar 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 2025 | Apr 9, 2025 Read twice and referred to the Committee on Agriculture, Nutrition, and Forestry. |
| Congress | Sponsored | Became law | Cosponsored |
|---|---|---|---|
| 119th | 67 | 1 | 375 |
| 118th | 30 | 0 | 373 |
1 former staff now lobbying
See the data
| Lobbyist | Former position, as they list it | Firms | Clients | Years |
|---|---|---|---|---|
| SAMANTHA BARNETT | Senate 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 LLC | 10 | 2026 |
Subcommittees
- Environment and Public Works: Clean Air, Climate, and Nuclear Innovation and Safety
- Foreign Relations: East Asia, the Pacific, and International Cybersecurity Policy · Chairman
- Banking, Housing, and Urban Affairs: Economic Policy
- Foreign Relations: Europe and Regional Security Cooperation
- Banking, Housing, and Urban Affairs: Financial Institutions and Consumer Protection
- Environment and Public Works: Fisheries, Water, and Wildlife · Chairman
- Banking, Housing, and Urban Affairs: National Security and International Trade and Finance
- Foreign Relations: State Department and USAID Management, International Operations, and Bilateral International Development
- Environment and Public Works: Transportation and Infrastructure
Holdings and trades
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
Their 25 largest holdings, as a table
| Asset | Kind | Owner | Value | Income |
|---|---|---|---|---|
| SCHW - Charles Schwab Corporation (The) Common Stock in UBS Account 1 | Corporate Securities | Joint | $25.0M – $50.0M | Dividends: $100K – $1.0M |
| SCHW - Charles Schwab Corporation (The) Common Stock in Schwab 3 | Corporate Securities | Self | $25.0M – $50.0M | Dividends: $100K – $1.0M |
| DFIEX - Dfa International Core Equity Portfolio in Lutz Account 1 | Mutual Funds | Joint | $5.0M – $25.0M | Excepted Investment Fund: $100K – $1.0M |
| SCHW - Charles Schwab Corporation (The) Common Stock in UBS Account 8 | Corporate Securities | Joint | $5.0M – $25.0M | Dividends, Capital Gains: $1.0M – $5.0M |
| SCHW - The Charles Schwab Corp in JP Morgan Brokerage - SCHW | Corporate Securities | Joint | $5.0M – $25.0M | Dividends: $50K – $100K |
| Charles Schwab in Schwab 3 | Bank Deposit | Self | $5.0M – $25.0M | Interest: $100K – $1.0M |
| SCHW - Charles Schwab Corporation (The) Common Stock in Schwab IRA | Corporate Securities | Self | $5.0M – $25.0M | None: $0 – $200 |
| Land in Mercatus, LLC | Real Estate | Spouse | $5.0M – $25.0M | Rent/Royalties: $15K – $50K |
| Nebraska land in Cellarius, LLC | Real Estate | Self | $5.0M – $25.0M | None: $0 – $200 |
| DFCEX - Dfa Emerging Markets Core Equity Portfolio in Lutz Account 1 | Mutual Funds | Joint | $1.0M – $5.0M | Excepted Investment Fund: $15K – $50K |
| DFAS - Dimensional U.S. Small Cap ETF in Lutz Account 1 | Mutual Funds | Joint | $1.0M – $5.0M | Excepted Investment Fund: $5,001 – $15K |
| IJJ - iShares S&P Mid-Cap 400 Value ETF in Lutz Account 1 | Mutual Funds | Joint | $1.0M – $5.0M | Excepted Investment Fund: $15K – $50K |
| SPY - S&P 500 SPDR in Lutz Account 1 | Mutual Funds | Joint | $1.0M – $5.0M | Excepted Investment Fund: $15K – $50K |
| SPYV - SPDR S&P 500 Value Portfolio ETF in Lutz Account 1 | Mutual Funds | Joint | $1.0M – $5.0M | Excepted Investment Fund: $15K – $50K |
| MDY - S&P Midcap 400 SPDR in Lutz Account 1 | Mutual Funds | Joint | $1.0M – $5.0M | Excepted Investment Fund: $15K – $50K |
| VTEB - Vanguard Tax-Exempt Bond ETF in Lutz Account 1 | Mutual Funds | Joint | $1.0M – $5.0M | Excepted Investment Fund: $50K – $100K |
| Vanguard Total Bond Market Index Fund (BND) in Lutz Account 1 | Mutual Funds | Joint | $1.0M – $5.0M | Excepted Investment Fund: $15K – $50K |
| UBS Bank in UBS Account 1 | Bank Deposit | Joint | $1.0M – $5.0M | Interest: $15K – $50K |
| IEFA - iShares Core MSCI EAFE ETF in UBS Account 2 | Mutual Funds | Joint | $1.0M – $5.0M | Excepted Investment Fund: $50K – $100K |
| IVV - iShares Core S&P 500 ETF in UBS Account 2 | Mutual Funds | Joint | $1.0M – $5.0M | Excepted Investment Fund: $15K – $50K |
| UBS Bank in UBS Account 8 | Bank Deposit | Joint | $1.0M – $5.0M | Interest: $15K – $50K |
| Eagle Football Holdings BIDCO Limited - Series A in CL Note Investment LLC | Corporate Securities | Joint | $1.0M – $5.0M | Dividends: $100K – $1.0M |
| Alphakeys Millennium FD I LLC Class B in UBS Hedge Fund Brokerage Acct - 96NE Alts | Investment Fund | Joint | $1.0M – $5.0M | Excepted Investment Fund: $100K – $1.0M |
| Personal Residence in Ortelius, LLC | Real Estate | Joint | $1.0M – $5.0M | None: $0 – $200 |
| Personal Residence in Andor, LLC | Real Estate | Self | $1.0M – $5.0M | None: $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
What they trade most
All 232 trades
| Date | Asset | Trade | Owner | Amount | Days to report |
|---|---|---|---|---|---|
| 2025-12-17 | Vanguard Tax-Exempt Bond Index Fund - ETF Shares | Purchase | Joint | $100K – $250K | annual |
| 2025-12-16 | Vanguard Small-Cap Index Fund - ETF Shares | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-12-16 | Vanguard 500 Index Fund - ETF Shares | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-12-16 | Vanguard Mid-Cap Index Fund - ETF Shares | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-12-16 | Vanguard Emerging Markets Stock Index Fund - ETF Shares | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-12-16 | Vanguard Developed Markets Index Fund - ETF Shares | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-12-16 | Vanguard Small-Cap Index Fund - ETF Shares | Purchase | Spouse | $15K – $50K | annual |
| 2025-12-16 | Vanguard 500 Index Fund - ETF Shares | Purchase | Spouse | $15K – $50K | annual |
| 2025-12-16 | Vanguard Mid-Cap Index Fund - ETF Shares | Purchase | Spouse | $15K – $50K | annual |
| 2025-12-16 | Vanguard Emerging Markets Stock Index Fund - ETF Shares | Purchase | Spouse | $15K – $50K | annual |
| 2025-12-16 | Vanguard Developed Markets Index Fund - ETF Shares | Purchase | Spouse | $15K – $50K | annual |
| 2025-10-30 | Vanguard Small-Cap Index Fund - ETF Shares | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-10-30 | Vanguard 500 Index Fund - ETF Shares | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-10-30 | Vanguard Mid-Cap Index Fund - ETF Shares | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-10-30 | Vanguard Emerging Markets Stock Index Fund - ETF Shares | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-10-30 | Vanguard Developed Markets Index Fund - ETF Shares | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-10-30 | Vanguard Small-Cap Index Fund - ETF Shares | Purchase | Spouse | $15K – $50K | annual |
| 2025-10-30 | Vanguard 500 Index Fund - ETF Shares | Purchase | Spouse | $15K – $50K | annual |
| 2025-10-30 | Vanguard Mid-Cap Index Fund - ETF Shares | Purchase | Spouse | $15K – $50K | annual |
| 2025-10-30 | Vanguard Emerging Markets Stock Index Fund - ETF Shares | Purchase | Spouse | $15K – $50K | annual |
| 2025-10-30 | Vanguard Developed Markets Index Fund - ETF Shares | Purchase | Spouse | $15K – $50K | annual |
| 2025-09-30 | Vanguard Small-Cap Index Fund - ETF Shares | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-09-30 | Vanguard 500 Index Fund - ETF Shares | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-09-30 | Vanguard Mid-Cap Index Fund - ETF Shares | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-09-30 | Vanguard Emerging Markets Stock Index Fund - ETF Shares | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-09-30 | Vanguard Developed Markets Index Fund - ETF Shares | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-09-30 | Vanguard Small-Cap Index Fund - ETF Shares | Purchase | Spouse | $15K – $50K | annual |
| 2025-09-30 | Vanguard 500 Index Fund - ETF Shares | Purchase | Spouse | $15K – $50K | annual |
| 2025-09-30 | Vanguard Mid-Cap Index Fund - ETF Shares | Purchase | Spouse | $15K – $50K | annual |
| 2025-09-30 | Vanguard Emerging Markets Stock Index Fund - ETF Shares | Purchase | Spouse | $15K – $50K | annual |
| 2025-09-30 | Vanguard Developed Markets Index Fund - ETF Shares | Purchase | Spouse | $15K – $50K | annual |
| 2025-09-23 | Vanguard Tax-Exempt Bond Index Fund - ETF Shares | Purchase | Joint | $100K – $250K | annual |
| 2025-06-17 | Vanguard Tax-Exempt Bond Index Fund - ETF Shares | Purchase | Joint | $100K – $250K | annual |
| 2025-04-07 | iShares MSCI USA Quality Factor ETF | Purchase | Joint | $50K – $100K | annual |
| 2025-04-07 | Dimensional US High Profitability ETF | Sale (Full) | Joint | $50K – $100K | annual |
| 2025-04-07 | Dimensional Emerging Markets Core Equity 2 ETF | Sale (Full) | Joint | $50K – $100K | annual |
| 2025-04-07 | Emerging Markets Core Equity 2 Portfolio - Institutional Class | Purchase | Joint | $50K – $100K | annual |
| 2025-03-28 | Vanguard Tax-Exempt Bond Index Fund - ETF Shares | Purchase | Joint | $100K – $250K | annual |
| 2024-12-17 | Vanguard Tax-Exempt Bond ETF | Purchase | Joint | $250K – $500K | annual |
| 2024-12-16 | Undeveloped land, Dawes County, Nebraska | Purchase | Self | $5.0M – $25.0M | annual |
| 2024-08-15 | Techstars Accelerator 2024, L.P. | Purchase | Self | $100K – $250K | annual |
| 2024-08-08 | iShares 1-5 Year Investment Grade Corporate Bond E | Purchase | Joint | $15K – $50K | annual |
| 2024-07-03 | Vanguard Total Bond Market ETF | Purchase | Joint | $15K – $50K | annual |
| 2024-07-03 | iShares 1-5 Year Investment Grade Corporate Bond E | Purchase | Joint | $15K – $50K | annual |
| 2024-07-03 | Dfa Five-Year Global Fixed Income Portfolio | Purchase | Joint | $15K – $50K | annual |
| 2024-06-20 | iShares 1-5 Year Investment Grade Corporate Bond E | Purchase | Joint | $50K – $100K | annual |
| 2024-06-20 | Dfa Five-Year Global Fixed Income Portfolio | Purchase | Joint | $50K – $100K | annual |
| 2024-06-18 | Personal Residence, Washington, DC | Purchase | Spouse | $1.0M – $5.0M | annual |
| 2024-03-26 | Vanguard Total Bond Market ETF | Purchase | Joint | $500K – $1.0M | annual |
| 2024-03-26 | Vanguard Tax-Exempt Bond ETF | Sale (Partial) | Joint | $250K – $500K | annual |
| 2024-03-26 | iShares 1-5 Year Investment Grade Corporate Bond E | Purchase | Joint | $250K – $500K | annual |
| 2024-03-26 | iShares TIPS Bond ETF | Sale (Partial) | Joint | $500K – $1.0M | annual |
| 2024-03-26 | Vanguard Real Estate ETF | Sale (Partial) | Joint | $250K – $500K | annual |
| 2024-03-26 | iShares MBS ETF | Purchase | Joint | $250K – $500K | annual |
| 2024-03-26 | iShares Core 1-5 Year USD Bond ETF | Sale (Full) | Joint | $500K – $1.0M | annual |
| 2024-03-26 | Dfa Emerging Markets Core Equity Portfolio | Sale (Partial) | Joint | $15K – $50K | annual |
| 2024-03-26 | Dimensional US High Profitability ETF | Purchase | Joint | $50K – $100K | annual |
| 2024-03-26 | Dimensional Emerging Markets Core Equity 2 ETF | Purchase | Joint | $50K – $100K | annual |
| 2024-03-26 | Dfa Five-Year Global Fixed Income Portfolio | Purchase | Joint | $250K – $500K | annual |
| 2024-03-12 | Vanguard Tax-Exempt Bond ETF | Purchase | Joint | $50K – $100K | annual |
| 2024-02-02 | Vanguard Small-Cap ETF | Purchase | Self | $500K – $1.0M | annual |
| 2024-02-02 | Vanguard S&P 500 ETF | Purchase | Self | $1.0M – $5.0M | annual |
| 2024-02-02 | Vanguard Mid-Cap ETF | Purchase | Self | $500K – $1.0M | annual |
| 2024-02-02 | Vanguard FTSE Emerging Markets ETF | Purchase | Self | $500K – $1.0M | annual |
| 2024-02-02 | Vanguard FTSE Developed Markets ETF | Purchase | Self | $500K – $1.0M | annual |
| 2024-02-02 | iShares 10 Year Investment Grade Corporate Bond E | Purchase | Self | $1.0M – $5.0M | annual |
| 2023-12-19 | Vanguard Tax-Exempt Bond Index Fund ETF Shares (VTEB) | Purchase | Joint | $100K – $250K | annual |
| 2023-12-12 | Vanguard Tax-Exempt Bond Index Fund ETF Shares (VTEB) | Purchase | Joint | $100K – $250K | annual |
| 2023-11-27 | Vanguard Small-Cap Index Fund ETF Shares (VB) | Purchase | Spouse | $500K – $1.0M | annual |
| 2023-11-27 | Vanguard S&P 500 ETF (VOO) | Purchase | Spouse | $1.0M – $5.0M | annual |
| 2023-11-27 | Vanguard Mid-Cap Index Fund ETF Shares (VO) | Purchase | Spouse | $500K – $1.0M | annual |
| 2023-11-27 | Vanguard Emerging Markets Stock Index Fund (VWO) | Purchase | Spouse | $500K – $1.0M | annual |
| 2023-11-27 | Vanguard FTSE Developed Markets ETF | Purchase | Spouse | $500K – $1.0M | annual |
| 2023-11-27 | iShares National Muni Bond ETF | Purchase | Spouse | $1.0M – $5.0M | annual |
| 2023-10-24 | Vanguard Total Bond Market Index Fund (BND) | Purchase | Joint | $250K – $500K | annual |
| 2023-10-24 | iShares Core U.S. Aggregate Bond ETF (AGG) | Sale (Full) | Joint | $250K – $500K | annual |
| 2023-10-20 | Schwab U.S. TIPS ETF (SCHP) | Purchase | Joint | $50K – $100K | annual |
| 2023-09-21 | Vanguard Value Index Fund ETF Shares (VTV) | Sale (Full) | Spouse | $100K – $250K | annual |
| 2023-09-21 | Thornburg Strategic Income I (TSIIX) | Sale (Full) | Spouse | $250K – $500K | annual |
| 2023-09-21 | T. Rowe Price All-Cap Opportunities Fund (PRWAX) | Sale (Full) | Spouse | $100K – $250K | annual |
| 2023-09-21 | Smead Value I1 (SVFFX) | Sale (Full) | Spouse | $250K – $500K | annual |
| 2023-09-21 | PONPX - Pimco Income Fund Class I-2 | Sale (Full) | Spouse | $250K – $500K | annual |
| 2023-09-21 | Neuberger Berman Large Cap Value Instl (NBPIX) | Sale (Full) | Spouse | $250K – $500K | annual |
| 2023-09-21 | MainStay MacKay High Yield Municipal Bond Fund (MMHIX) | Sale (Full) | Spouse | $250K – $500K | annual |
| 2023-09-21 | Loomis Sayles Growth Y (LSGRX) | Sale (Full) | Spouse | $100K – $250K | annual |
| 2023-09-21 | JPMorgan Income ETF (JPIE) | Sale (Full) | Spouse | $100K – $250K | annual |
| 2023-09-21 | iShares Core S&P U.S. Growth ETF (IUSG) | Sale (Full) | Spouse | $100K – $250K | annual |
| 2023-09-21 | Guggenheim Total Return Bond Instl (GIBIX) | Sale (Full) | Spouse | $250K – $500K | annual |
| 2023-09-21 | Goldman Sachs GQG Ptnrs Intl Opps Instl (GSIMX) | Sale (Full) | Spouse | $250K – $500K | annual |
| 2023-09-21 | GQG Partners Emerging Markets EquityInst (GQGIX) | Sale (Full) | Spouse | $50K – $100K | annual |
| 2023-09-21 | FullerThaler Behavioral Sm-Cp Eq Inst (FTHSX) | Sale (Full) | Spouse | $50K – $100K | annual |
| 2023-09-21 | Dimensional U.S. Small Cap ETF (DFAS) | Sale (Full) | Spouse | $50K – $100K | annual |
| 2023-09-21 | Dimensional International Core Equity Market ETF (DFAI) | Sale (Full) | Spouse | $250K – $500K | annual |
| 2023-09-21 | Dimensional Emerging Core Equity Market ETF (DFAE) | Sale (Full) | Spouse | $50K – $100K | annual |
| 2023-09-21 | Abbott Laboratories | Sale (Full) | Spouse | $100K – $250K | 29 |
| 2023-09-21 | Automatic Data Procs | Sale (Full) | Spouse | $50K – $100K | 29 |
| 2023-09-21 | APA Corporation - Common Stock | Sale (Full) | Spouse | $50K – $100K | 29 |
| 2023-09-21 | Berkshire Hathaway Cl B | Sale (Full) | Spouse | $100K – $250K | 29 |
| 2023-09-21 | CF Industries Holdings, Inc. Common Stock | Sale (Full) | Spouse | $50K – $100K | 29 |
| 2023-09-21 | Cubesmart | Sale (Full) | Spouse | $50K – $100K | 29 |
| 2023-09-21 | CVS Health Corporation Common Stock | Sale (Full) | Spouse | $50K – $100K | 29 |
| 2023-09-21 | Emerson Electric Company | Sale (Full) | Spouse | $100K – $250K | 29 |
| 2023-09-21 | Equinor ASA | Sale (Full) | Spouse | $100K – $250K | 29 |
| 2023-09-21 | General Dynamics Corp | Sale (Full) | Spouse | $100K – $250K | 29 |
| 2023-09-21 | Johnson & Johnson | Sale (Full) | Spouse | $100K – $250K | 29 |
| 2023-09-21 | Coca-Cola Company | Sale (Full) | Spouse | $100K – $250K | 29 |
| 2023-09-21 | McDonald's Corp | Sale (Full) | Spouse | $100K – $250K | 29 |
| 2023-09-21 | Medtronic plc. Ordinary Shares | Sale (Full) | Spouse | $50K – $100K | 29 |
| 2023-09-21 | Merck & Company | Sale (Full) | Spouse | $50K – $100K | 29 |
| 2023-09-21 | Nutrien Ltd | Sale (Full) | Spouse | $50K – $100K | 29 |
| 2023-09-21 | Procter & Gamble Company | Sale (Full) | Spouse | $100K – $250K | 29 |
| 2023-09-21 | Prologis, Inc. Common Stock | Sale (Full) | Spouse | $50K – $100K | 29 |
| 2023-09-21 | Philip Morris International Inc | Sale (Full) | Spouse | $100K – $250K | 29 |
| 2023-09-21 | PNC Financial Services Group, Inc. (The) Common St | Sale (Full) | Spouse | $50K – $100K | 29 |
| 2023-09-21 | UnitedHealth Group Incorporated Common Stock (DE) | Sale (Full) | Spouse | $100K – $250K | 29 |
| 2023-09-21 | Union Pacific Corporation Common Stock | Sale (Full) | Spouse | $100K – $250K | 29 |
| 2023-09-21 | Verizon Communications Inc. Common Stock | Sale (Full) | Spouse | $50K – $100K | 29 |
| 2023-09-21 | Western Alliance Bancorp | Sale (Full) | Spouse | $50K – $100K | 29 |
| 2023-09-21 | Yum! Brands, Inc. | Sale (Full) | Spouse | $50K – $100K | 29 |
| 2023-09-11 | Vanguard Value Index Fund ETF Shares (VTV) | Sale (Full) | Self | $50K – $100K | annual |
| 2023-09-11 | Thornburg Strategic Income I (TSIIX) | Sale (Full) | Self | $100K – $250K | annual |
| 2023-09-11 | T. Rowe Price All-Cap Opportunities Fund (PRWAX) | Sale (Full) | Self | $50K – $100K | annual |
| 2023-09-11 | Smead Value I1 (SVFFX) | Sale (Full) | Self | $100K – $250K | annual |
| 2023-09-11 | PONPX - Pimco Income Fund Class I-2 | Sale (Full) | Self | $100K – $250K | annual |
| 2023-09-11 | Neuberger Berman Large Cap Value Instl (NBPIX) | Sale (Full) | Self | $100K – $250K | annual |
| 2023-09-11 | MainStay MacKay High Yield Municipal Bond Fund (MMHIX) | Sale (Full) | Self | $100K – $250K | annual |
| 2023-09-11 | Loomis Sayles Growth Y (LSGRX) | Sale (Full) | Self | $100K – $250K | annual |
| 2023-09-11 | JPMorgan Income ETF (JPIE) | Sale (Full) | Self | $50K – $100K | annual |
| 2023-09-11 | iShares Core S&P U.S. Growth ETF (IUSG) | Sale (Full) | Self | $50K – $100K | annual |
| 2023-09-11 | Guggenheim Total Return Bond Instl (GIBIX) | Sale (Full) | Self | $100K – $250K | annual |
| 2023-09-11 | Goldman Sachs GQG Ptnrs Intl Opps Instl (GSIMX) | Sale (Full) | Self | $100K – $250K | annual |
| 2023-09-11 | GQG Partners Emerging Markets EquityInst (GQGIX) | Sale (Full) | Self | $15K – $50K | annual |
| 2023-09-11 | FullerThaler Behavioral Sm-Cp Eq Inst (FTHSX) | Sale (Full) | Self | $15K – $50K | annual |
| 2023-09-11 | Dimensional U.S. Small Cap ETF (DFAS) | Sale (Full) | Self | $15K – $50K | annual |
| 2023-09-11 | Dimensional International Core Equity Market ETF (DFAI) | Sale (Full) | Self | $100K – $250K | annual |
| 2023-09-11 | Dimensional Emerging Core Equity Market ETF (DFAE) | Sale (Full) | Self | $15K – $50K | annual |
| 2023-08-31 | MainStay MacKay High Yield Municipal Bond Fund (MMHIX) | Purchase | Spouse | $1,001 – $15K | annual |
| 2023-08-31 | Guggenheim Total Return Bond Instl (GIBIX) | Purchase | Spouse | $1,001 – $15K | annual |
| 2023-07-31 | PONPX - Pimco Income Fund Class I-2 | Purchase | Spouse | $1,001 – $15K | annual |
| 2023-07-31 | MainStay MacKay High Yield Municipal Bond Fund (MMHIX) | Purchase | Spouse | $1,001 – $15K | annual |
| 2023-07-31 | Guggenheim Total Return Bond Instl (GIBIX) | Purchase | Spouse | $1,001 – $15K | annual |
| 2023-07-20 | Vanguard Tax-Exempt Bond Index Fund ETF Shares (VTEB) | Purchase | Joint | $100K – $250K | annual |
| 2023-06-30 | PONPX - Pimco Income Fund Class I-2 | Purchase | Spouse | $1,001 – $15K | annual |
| 2023-06-30 | MainStay MacKay High Yield Municipal Bond Fund (MMHIX) | Purchase | Spouse | $1,001 – $15K | annual |
| 2023-06-30 | Guggenheim Total Return Bond Instl (GIBIX) | Purchase | Spouse | $1,001 – $15K | annual |
| 2023-06-07 | JPMorgan Income ETF (JPIE) | Purchase | Self | $50K – $100K | annual |
| 2023-06-07 | JPMorgan Ultra-Short Income ETF (JPST) | Sale (Full) | Self | $50K – $100K | annual |
| 2023-06-07 | Goldman Sachs GQG Ptnrs Intl Opps Instl (GSIMX) | Sale (Partial) | Self | $15K – $50K | annual |
| 2023-06-07 | GQG Partners Emerging Markets EquityInst (GQGIX) | Purchase | Self | $15K – $50K | annual |
| 2023-06-07 | FullerThaler Behavioral Sm-Cp Eq Inst (FTHSX) | Sale (Partial) | Self | $15K – $50K | annual |
| 2023-06-07 | Dimensional U.S. Small Cap ETF (DFAS) | Purchase | Self | $15K – $50K | annual |
| 2023-06-07 | Dimensional International Core Equity Market ETF (DFAI) | Purchase | Self | $100K – $250K | annual |
| 2023-06-07 | Cohen & Steers Real Assets I (RAPIX) | Sale (Full) | Self | $50K – $100K | annual |
| 2023-06-07 | JPMorgan Income ETF (JPIE) | Purchase | Spouse | $100K – $250K | annual |
| 2023-06-07 | JPMorgan Ultra-Short Income ETF (JPST) | Sale (Full) | Spouse | $100K – $250K | annual |
| 2023-06-07 | Goldman Sachs GQG Ptnrs Intl Opps Instl (GSIMX) | Sale (Partial) | Spouse | $100K – $250K | annual |
| 2023-06-07 | GQG Partners Emerging Markets EquityInst (GQGIX) | Purchase | Spouse | $50K – $100K | annual |
| 2023-06-07 | FullerThaler Behavioral Sm-Cp Eq Inst (FTHSX) | Sale (Partial) | Spouse | $50K – $100K | annual |
| 2023-06-07 | Dimensional U.S. Small Cap ETF (DFAS) | Purchase | Spouse | $50K – $100K | annual |
| 2023-06-07 | Dimensional International Core Equity Market ETF (DFAI) | Purchase | Spouse | $250K – $500K | annual |
| 2023-06-07 | Dimensional Emerging Core Equity Market ETF (DFAE) | Sale (Partial) | Spouse | $50K – $100K | annual |
| 2023-06-07 | Cohen & Steers Real Assets I (RAPIX) | Sale (Full) | Spouse | $100K – $250K | annual |
| 2023-06-04 | Dimensional Emerging Core Equity Market ETF (DFAE) | Sale (Partial) | Self | $15K – $50K | annual |
| 2023-05-31 | PONPX - Pimco Income Fund Class I-2 | Purchase | Spouse | $1,001 – $15K | annual |
| 2023-05-31 | MainStay MacKay High Yield Municipal Bond Fund (MMHIX) | Purchase | Spouse | $1,001 – $15K | annual |
| 2023-05-31 | Guggenheim Total Return Bond Instl (GIBIX) | Purchase | Spouse | $1,001 – $15K | annual |
| 2023-05-03 | MainStay MacKay High Yield Municipal Bond Fund (MMHIX) | Purchase | Self | $15K – $50K | annual |
| 2023-05-03 | Guggenheim Total Return Bond Instl (GIBIX) | Purchase | Self | $15K – $50K | annual |
| 2023-05-03 | DWS RREEF Real Assets Inst (AAAZX) | Sale (Full) | Self | $50K – $100K | annual |
| 2023-05-03 | MainStay MacKay High Yield Municipal Bond Fund (MMHIX) | Purchase | Spouse | $50K – $100K | annual |
| 2023-05-03 | Guggenheim Total Return Bond Instl (GIBIX) | Purchase | Spouse | $50K – $100K | annual |
| 2023-05-03 | DWS RREEF Real Assets Inst (AAAZX) | Sale (Full) | Spouse | $100K – $250K | annual |
| 2023-04-28 | PONPX - Pimco Income Fund Class I-2 | Purchase | Spouse | $1,001 – $15K | annual |
| 2023-03-31 | PONPX - Pimco Income Fund Class I-2 | Purchase | Spouse | $1,001 – $15K | annual |
| 2023-03-31 | Guggenheim Total Return Bond Instl (GIBIX) | Purchase | Spouse | $1,001 – $15K | annual |
| 2023-02-28 | PONPX - Pimco Income Fund Class I-2 | Purchase | Spouse | $1,001 – $15K | annual |
| 2023-02-09 | New York City Transitional Fin Auth Revenue Bond | Purchase | Spouse | $50K – $100K | 8 |
| 2023-02-08 | Smead Value I1 (SVFFX) | Sale (Partial) | Self | $50K – $100K | annual |
| 2023-02-08 | Neuberger Berman Large Cap Value Instl (NBPIX) | Sale (Partial) | Self | $15K – $50K | annual |
| 2023-02-08 | MainStay MacKay High Yield Municipal Bond Fund (MMHIX) | Purchase | Self | $1,001 – $15K | annual |
| 2023-02-08 | iShares Core S&P U.S. Growth ETF (IUSG) | Purchase | Self | $1,001 – $15K | annual |
| 2023-02-08 | Guggenheim Total Return Bond Instl (GIBIX) | Purchase | Self | $1,001 – $15K | annual |
| 2023-02-08 | Goldman Sachs GQG Ptnrs Intl Opps Instl (GSIMX) | Purchase | Self | $1,001 – $15K | annual |
| 2023-02-08 | FullerThaler Behavioral Sm-Cp Eq Inst (FTHSX) | Purchase | Self | $50K – $100K | annual |
| 2023-02-08 | Vanguard Value Index Fund ETF Shares (VTV) | Purchase | Spouse | $1,001 – $15K | annual |
| 2023-02-08 | Thornburg Strategic Income I (TSIIX) | Purchase | Spouse | $1,001 – $15K | annual |
| 2023-02-08 | Smead Value I1 (SVFFX) | Sale (Partial) | Spouse | $100K – $250K | annual |
| 2023-02-08 | PONPX - Pimco Income Fund Class I-2 | Purchase | Spouse | $1,001 – $15K | annual |
| 2023-02-08 | Neuberger Berman Large Cap Value Instl (NBPIX) | Sale (Partial) | Spouse | $100K – $250K | annual |
| 2023-02-08 | MainStay MacKay High Yield Municipal Bond Fund (MMHIX) | Purchase | Spouse | $1,001 – $15K | annual |
| 2023-02-08 | Guggenheim Total Return Bond Instl (GIBIX) | Purchase | Spouse | $1,001 – $15K | annual |
| 2023-02-08 | FullerThaler Behavioral Sm-Cp Eq Inst (FTHSX) | Purchase | Spouse | $100K – $250K | annual |
| 2023-02-08 | DWS RREEF Real Assets Inst (AAAZX) | Purchase | Spouse | $1,001 – $15K | annual |
| 2023-02-08 | Dimensional Emerging Core Equity Market ETF (DFAE) | Purchase | Spouse | $1,001 – $15K | annual |
| 2023-02-08 | Cohen & Steers Real Assets I (RAPIX) | Purchase | Spouse | $1,001 – $15K | annual |
| 2023-02-06 | Georgia State General Obligation Bond | Sale (Full) | Spouse | $100K – $250K | 11 |
| 2023-01-26 | Aubrey Texas Indpt Sch Dist Revenue Bond | Sale (Full) | Spouse | $50K – $100K | 22 |
| 2023-01-24 | Thornburg Strategic Income I (TSIIX) | Purchase | Spouse | $50K – $100K | annual |
| 2023-01-24 | T. Rowe Price All-Cap Opportunities Fund (PRWAX) | Purchase | Spouse | $50K – $100K | annual |
| 2023-01-24 | SPDR SSgA Multi-Asset Real Return ETF (RLY) | Sale (Full) | Spouse | $500K – $1.0M | annual |
| 2023-01-24 | SPDR Nuveen Bloomberg High Yield Municipal Bond ETF (HYMB) | Sale (Full) | Spouse | $250K – $500K | annual |
| 2023-01-24 | PONPX - Pimco Income Fund Class I-2 | Purchase | Spouse | $50K – $100K | annual |
| 2023-01-24 | MainStay MacKay High Yield Municipal Bond Fund (MMHIX) | Purchase | Spouse | $250K – $500K | annual |
| 2023-01-24 | Loomis Sayles Growth Y (LSGRX) | Purchase | Spouse | $15K – $50K | annual |
| 2023-01-24 | iShares Russell 1000 Growth ETF (IWF) | Sale (Full) | Spouse | $100K – $250K | annual |
| 2023-01-24 | iShares Core S&P U.S. Growth ETF (IUSG) | Purchase | Spouse | $50K – $100K | annual |
| 2023-01-24 | iShares Core U.S. Aggregate Bond ETF (AGG) | Sale (Full) | Spouse | $250K – $500K | annual |
| 2023-01-24 | Guggenheim Total Return Bond Instl (GIBIX) | Purchase | Spouse | $250K – $500K | annual |
| 2023-01-24 | DWS RREEF Real Assets Inst (AAAZX) | Purchase | Spouse | $100K – $250K | annual |
| 2023-01-24 | Dimensional Emerging Core Equity Market ETF (DFAE) | Purchase | Spouse | $50K – $100K | annual |
| 2023-01-24 | Cohen & Steers Real Assets I (RAPIX) | Purchase | Spouse | $100K – $250K | annual |
| 2023-01-24 | Massachusetts State General Obligation Bond | Sale (Full) | Spouse | $100K – $250K | 24 |
| 2023-01-18 | New York General Obligation Bond | Sale (Full) | Spouse | $100K – $250K | 30 |
| 2023-01-12 | Thornburg Strategic Income I (TSIIX) | Purchase | Self | $100K – $250K | annual |
| 2023-01-12 | T. Rowe Price All-Cap Opportunities Fund (PRWAX) | Purchase | Self | $50K – $100K | annual |
| 2023-01-12 | Polen Growth Institutional (POLIX) | Sale (Full) | Self | $50K – $100K | annual |
| 2023-01-12 | PONPX - Pimco Income Fund Class I-2 | Purchase | Self | $100K – $250K | annual |
| 2023-01-12 | MainStay MacKay High Yield Municipal Bond Fund (MMHIX) | Purchase | Self | $1,001 – $15K | annual |
| 2023-01-12 | JPMorgan Ultra-Short Income ETF (JPST) | Sale (Partial) | Self | $50K – $100K | annual |
| 2023-01-12 | iShares Core S&P U.S. Growth ETF (IUSG) | Purchase | Self | $1,001 – $15K | annual |
| 2023-01-12 | Guggenheim Total Return Bond Instl (GIBIX) | Purchase | Self | $1,001 – $15K | annual |
| 2023-01-12 | Goldman Sachs GQG Ptnrs Intl Opps Instl (GSIMX) | Purchase | Self | $1,001 – $15K | annual |
| 2023-01-12 | DWS RREEF Real Assets Inst (AAAZX) | Sale (Partial) | Self | $15K – $50K | annual |
| 2023-01-12 | Dimensional Emerging Core Equity Market ETF (DFAE) | Purchase | Self | $50K – $100K | annual |
| 2023-01-12 | Cohen & Steers Real Assets I (RAPIX) | Sale (Partial) | Self | $15K – $50K | annual |
| 2023-01-12 | BlackRock Ultra Short-Term Bond ETF (ICSH) | Sale (Full) | Self | $100K – $250K | annual |
| 2023-01-12 | Thornburg Strategic Income I (TSIIX) | Purchase | Spouse | $100K – $250K | annual |
| 2023-01-12 | T. Rowe Price All-Cap Opportunities Fund (PRWAX) | Purchase | Spouse | $100K – $250K | annual |
| 2023-01-12 | PONPX - Pimco Income Fund Class I-2 | Purchase | Spouse | $100K – $250K | annual |
| 2023-01-12 | JPMorgan Ultra-Short Income ETF (JPST) | Sale (Partial) | Spouse | $100K – $250K | annual |
| 2023-01-12 | Dimensional Emerging Core Equity Market ETF (DFAE) | Purchase | Spouse | $100K – $250K | annual |
| 2023-01-12 | BlackRock Ultra Short-Term Bond ETF (ICSH) | Sale (Full) | Spouse | $250K – $500K | annual |
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.
| Filed | Report | Entries |
|---|---|---|
| May 15, 2026 | Annual Report for Calendar 2025 | 38 |
| Feb 19, 2026 | Annual Report (Amendment) | scan |
| May 15, 2025 | Annual Report for Calendar 2024 | 28 |
| May 15, 2024 | Annual Report for Calendar 2023 | 136 |
| Oct 20, 2023 | Periodic Transaction Report for 10/20/2023 | 25 |
| May 1, 2023 | New Filer Report for 01/23/2023 | 701 |
| Feb 17, 2023 | Periodic Transaction Report for 02/17/2023 | 5 |
| Feb 15, 2023 | New Filer Report for 2023 Due Date Extension 1 | 0 |