Ben Sasse R

Republican senator from Nebraska (former), serving since Jan 6, 2015.

Among all 100 senators

Each dot is a senator; Sasse 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

2025–26

$49K

2023–24

$2,100

2021–22

$961K

See the data

Period	Raised	Individuals	PACs	Parties	Own money	Spent	Cash	Outside for	Outside against
2025–26	$49,138	$0	$0	$0	$0	$396,364	$2,123,687	$0	$0
2023–24	$2,100	$0	$0	$0	$0	$248,980	$2,470,913	$0	$0
2021–22	$960,764	$322,843	$157,237	$0	$0	$376,230	$2,717,793	$0	$8,333

FEC totals through Sep 30, 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

2021–22

$281K

Where it came from

Less
More
Their state

Their donors' employers

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

APOLLO GLOBAL MANAGEMENT

$12K

PAUL WEISS

$9,000

MADISON DEARBORN PARTNERS

$7,900

TULCO

$5,800

ROUTE ONE INVESTMENT COMPANY LP

$5,800

ROCKPOINT GROUP

$5,800

PUTNAM INVESTMENTS

$5,800

PERMIRA

$5,800

LYNWOOD VENTURES LLC

$5,800

JANE STREET CAPITAL

$5,800

JANE STREET

$5,800

FTX US

$5,800

The largest donors, and the numbers

Period	Itemized	Contributions	From NE	Retired donors
2021–22	$281,022	238	7%	10%

Donor	Where	Employer, occupation	Total
BANKMANFRIED, SAMUEL	STANFORD, CA	FTX US, CEO	$5,800
CROWN, DEBRA	WINNETKA, IL	RETIRED	$5,800
DELAY, WILLIAM	NASHVILLE, TN	LYNWOOD VENTURES LLC, EXECUTIVE	$5,800
DUHAMEL, WILLIAM	SAN FRANCISCO, CA	ROUTE ONE INVESTMENT COMPANY LP, INVESTMENT MANAGEMENT	$5,800
EMMET, RICHARD	LARCHMONT, NY	JANE STREET CAPITAL, FINANCE	$5,800
GERSON, MARK	NEW YORK, NY	SELF, SELF	$5,800
GRANIERI, ROB	NEW YORK, NY	JANE STREET, MANAGER	$5,800
HEGYI, ALBERT	NEW YORK, NY	1ST FINANCIAL BANK USA, BANKER	$5,800
KENNEDY, JAMES	ATLANTA, GA	COX ENTERPRISES, INC, CHAIRMAN	$5,800
LISTER, THOMAS	NEW YORK, NY	PERMIRA, CO-MANAGING PARTNER	$5,800
REYNOLDS, ROBERT L	CONCORD, MA	PUTNAM INVESTMENTS, EXECUTIVE	$5,800
ROWAN, CAROLYN	GREENWICH, CT	CAROLYN ROWAN COLLECTION, OWNER	$5,800
ROWAN, MARC	GREENWICH, CT	APOLLO GLOBAL MANAGEMENT, CEO	$5,800
TULL, ALBA	CRANBERRY TOWNSHIP, PA	FIRST LIGHT CAITAL, CEO	$5,800
TULL, THOMAS	CRANBERRY TOWNSHIP, PA	TULCO, CEO	$5,800
WALTON, THEODORA	JACKSONVILLE, FL	HOMEMAKER, HOMEMAKER	$5,800
WALTON, WILLIAM H III	JACKSONVILLE, FL	ROCKPOINT GROUP, PRESIDENT	$5,800
PEROT, NANCY	DALLAS, TX	RETIRED, RETIRED	$5,000
PERRY, JAMES N JR.	CHICAGO, IL	MADISON DEARBORN PARTNERS, PRIVATE EQUITY INVESTOR	$5,000
KLEINMAN, SCOTT	SCARSDALE, NY	APOLLO GLOBAL MANAGMENT, INVESTOR	$4,700
ZELTER, JAMES	NEW YORK, NY	APOLLO GLOBAL MANAGEMENT, CO-PRESIDENT	$4,700
JARVIS, ALEIX	MCLEAN, VA	FIERCE GOVERNMENT RELATIONS, CONSULTANT	$4,000
WALTON, CHRISTY R.	BENTONVILLE, AR	SELF, PHILANTHROPIST	$3,800
FINELSTEIN, BRAD	NEW YORK, NY	PAUL WEISS, LAWYER	$3,000
BUFFETT, HOWARD	DECATUR, IL	SELF, FARMER	$2,900

Their biggest PAC and party givers

UNITED SERVICES AUTOMOBILE ASSOCIATION

$5,000

PEDIATRIX MEDICAL GROUP, INC.

$5,000

NATIONAL VENTURE CAPITAL ASSOCIATION

$5,000

NATIONAL ASSOCIATION OF MUTUAL INSURANCE COMPANIES

$5,000

METLIFE INC.

$5,000

MASTERCARD INTERNATIONAL INC.

$5,000

AMAZON.COM SERVICES LLC SEPARATE SEGREGATED FUND (AMAZON PAC)

$5,000

TARGET CORPORATION

$4,500

BECTON DICKINSON AND COMPANY PAC

$4,000

AT&T INC.

$4,000

All 25

Committee	Connected organization	Total	Gifts
UNITED SERVICES AUTOMOBILE ASSOCIATION EMPLOYEE PAC - USAA EMPLOYEE PAC	UNITED SERVICES AUTOMOBILE ASSOCIATION	$5,000	2
PEDIATRIX MEDICAL GROUP, INC. POLITICAL ACTION COMMITTEE (PEDIATRIX PAC)	PEDIATRIX MEDICAL GROUP, INC.	$5,000	1
NATIONAL VENTURE CAPITAL ASSOCIATION VENTUREPAC	NATIONAL VENTURE CAPITAL ASSOCIATION	$5,000	2
NATIONAL ASSOCIATION OF MUTUAL INSURANCE COMPANIES PAC	NATIONAL ASSOCIATION OF MUTUAL INSURANCE COMPANIES	$5,000	2
METLIFE INC. EMPLOYEES' POLITICAL PARTICIPATION FUND A - FEDERAL ONLY	METLIFE INC.	$5,000	1
MASTERCARD INTERNATIONAL INC. EMPLOYEES' PAC	MASTERCARD INTERNATIONAL INC.	$5,000	2
AMAZON.COM SERVICES LLC SEPARATE SEGREGATED FUND (AMAZON PAC)		$5,000	1
TARGET CORPORATION CITIZENS POLITICAL FORUM (TARGETCITIZENS POLITICAL FORUM)	TARGET CORPORATION	$4,500	4
BECTON DICKINSON AND COMPANY PAC	BECTON DICKINSON AND COMPANY PAC	$4,000	2
AT&T INC. EMPLOYEE FEDERAL POLITICAL ACTION COMMITTEE (AT&T EMPLOYEE FEDERAL PAC)	AT&T INC.	$4,000	2
THE DOCTORS COMPANY FEDERAL PAC (DOCPAC)	THE DOCTORS COMPANY	$3,500	3
INTERNATIONAL COUNCIL OF SHOPPING CENTERS INC POLITICAL ACTION COMMITTEE (ICSC PAC)	INTERNATIONAL COUNCIL OF SHOPPING CENTERS INC	$3,500	1
GREENBERG TRAURIG, P.A. PAC		$3,500	1
THE OPTIONS CLEARING CORPORATION PAC	THE OPTIONS CLEARING CORPORATION	$3,000	2
LUMEN TECHNOLOGIES, INC. POLITICAL ACTION COMMITTEE		$3,000	2
LKQ CORPORATION EMPLOYEE GOOD GOVERNMENT FUND	LKQ CORPORATION	$3,000	5
UNITEDHEALTH GROUP INCORPORATED PAC (UNITEDHEALTH GROUP PAC)	UNITEDHEALTH GROUP INCORPORATED	$2,500	1
TYSON FOODS INC POLITICAL ACTION COMMITTEE (TYPAC)	TYSON FOODS INC.	$2,500	1
THE CONTINUUM FUND, ZACHRY HOLDINGS, INC. POLITICAL ACTION COMMITTEE	ZACHRY HOLDINGS INC.	$2,500	1
PRINCIPAL LIFE INSURANCE COMPANY POLITICAL ACTION COMMITTEE	PRINCIPAL LIFE INSURANCE COMPANY	$2,500	1
PFIZER INC. PAC	PFIZER INC.	$2,500	1
NOVOCURE INC. PAC (A.K.A. NOVOCURE PAC)		$2,500	1
META PLATFORMS, INC. PAC	META PLATFORMS, INC.	$2,500	1
LOAN SYNDICATIONS AND TRADING ASSOCIATION PAC		$2,500	1
GRAIL, LLC PAC		$2,500	1

Outside spending for and against them

Against them
For them

All of it

$8,333

Who spent it

DRAIN THE DC SWAMP PAC

$8,333

See the data

Spender	For or against	Total	Reports
DRAIN THE DC SWAMP PAC	against	$8,333	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).

NATIONAL ASSOCIATION OF BROADCASTERS

$20K

LKQ CORPORATION

$15K

GENERAL MOTORS COMPANY

$12K

LIBERTY MUTUAL GROUP

$11K

AT&T SERVICES, INC. AND ITS AFFILIATES

$11K

NATIONAL VENTURE CAPITAL ASSOCIATION

$11K

UPS (UNITED PARCEL SERVICE)

$10K

UNION PACIFIC CORPORATION

$10K

THE HOME DEPOT

$10K

THE CARLYLE GROUP

$10K

All 25

Registrant	Total	Items	First	Latest
NATIONAL ASSOCIATION OF BROADCASTERS	$20,000	4	Sep 15, 2021	Mar 21, 2022
LKQ CORPORATION	$15,000	12	Mar 17, 2021	Sep 29, 2021
GENERAL MOTORS COMPANY	$12,000	3	Jun 17, 2021	Apr 28, 2022
LIBERTY MUTUAL GROUP	$11,000	5	May 12, 2021	Jun 28, 2022
AT&T SERVICES, INC. AND ITS AFFILIATES	$11,000	5	Apr 30, 2021	Feb 4, 2022
NATIONAL VENTURE CAPITAL ASSOCIATION	$10,500	4	Feb 19, 2021	Oct 25, 2021
UPS (UNITED PARCEL SERVICE)	$10,000	2	Aug 17, 2021	Jul 18, 2022
UNION PACIFIC CORPORATION	$10,000	2	Nov 3, 2021	May 5, 2022
THE HOME DEPOT	$10,000	2	Mar 25, 2021	May 25, 2022
THE CARLYLE GROUP	$10,000	1	Aug 8, 2022	Aug 8, 2022
THE CAPITAL GROUP COMPANIES, INC. AND ITS AFFILIATES	$10,000	2	Jul 29, 2021	Feb 25, 2022
NORFOLK SOUTHERN CORPORATION	$10,000	2	Dec 22, 2021	Apr 19, 2022
NCTA - THE INTERNET & TELEVISION ASSOCIATION	$10,000	2	Apr 20, 2021	Mar 31, 2022
NAREIT	$10,000	6	Apr 30, 2021	Sep 16, 2022
MORTGAGE BANKERS ASSOCIATION	$10,000	3	Feb 24, 2021	Jun 6, 2022
MICROSOFT CORPORATION	$10,000	2	May 27, 2021	Jul 29, 2022
KOCH GOVERNMENT AFFAIRS, LLC	$10,000	2	Mar 8, 2021	Jun 21, 2022
INDEPENDENT INSURANCE AGENTS & BROKERS OF AMERICA	$10,000	3	May 19, 2021	May 11, 2022
HOLLAND & KNIGHT LLP	$10,000	8	Aug 10, 2021	Nov 16, 2021
CSX CORPORATION	$10,000	2	Oct 28, 2021	May 3, 2022
COX ENTERPRISES INC.	$10,000	3	Mar 25, 2021	Mar 24, 2022
BNSF RAILWAY COMPANY	$10,000	2	Oct 22, 2021	May 5, 2022
AMERICAN HOSPITAL ASSOCIATION	$10,000	2	Dec 13, 2021	Dec 13, 2021
AMAZON.COM SERVICES LLC	$10,000	2	May 19, 2021	May 3, 2022
AFLAC INCORPORATED	$10,000	4	Apr 19, 2021	Aug 2, 2022

How they've voted lately

Nothing on record.

What they sponsor bills about

117th Congress: 12 sponsored, 0 became law

Taxation

International Affairs

Health

Crime and Law Enforcement

Labor and Employment

Education

Congress

Their bills

Bill	Latest action
S.Res. 715 A resolution expressing the sense of the Senate on the value of a tax agreement with Taiwan	Sep 29, 2022 Committee on Banking, Housing, and Urban Affairs. Hearings held. Hearings printed: S.Hrg. 117-752.
S. 3550 Ethics Reform Act	Feb 1, 2022 Read twice and referred to the Committee on Homeland Security and Governmental Affairs.
S. 3516 Increase Access to COVID Testing Act	Jan 18, 2022 Read twice and referred to the Committee on Health, Education, Labor, and Pensions.
S. 3191 Everyday Philanthropist Act	Nov 4, 2021 Read twice and referred to the Committee on Finance.
S. 2303 Democracy in Hong Kong Congressional Gold Medal Act	Jun 24, 2021 Read twice and referred to the Committee on Banking, Housing, and Urban Affairs.
S. 2165 Education Savings Accounts for Military Families Act of 2021	Jun 22, 2021 Read twice and referred to the Committee on Finance.
S. 2171 A bill to prohibit Presidential appointees from subsequently acting on behalf of the Government of the People's Republic	Jun 22, 2021 Read twice and referred to the Committee on the Judiciary.
S. 2098 Ending Qualifications that are Unjust for Access to Lifesaving Care Act	Jun 17, 2021 Read twice and referred to the Committee on Health, Education, Labor, and Pensions.
S. 2099 Health Savings Account Expansion Act of 2021	Jun 17, 2021 Read twice and referred to the Committee on Finance.
S. 2113 Qualified Health Savings Account Distribution Act of 2021	Jun 17, 2021 Read twice and referred to the Committee on Finance.
S. 1557 National Signing Bonus Act of 2021	May 11, 2021 Read twice and referred to the Committee on Finance.
S. 123 Born-Alive Abortion Survivors Protection Act	Jan 28, 2021 Read twice and referred to the Committee on the Judiciary.

Congress	Sponsored	Became law	Cosponsored
117th	12	0	118

9 former staff now lobbying

ALYENE MLINAR

MEHLMAN CONSULTING, INC.

100 clients

L. CHAVIS

CLARK HILL PUBLIC STRATEGIES LLC

15 clients

ANNE LORD

INNOVATIVE FEDERAL STRATEGIES, LLC

7 clients

L. CHAVIS

CLARK HILL, PLC

1 client

MEREDITH JONES

EXXON MOBIL CORP

1 client

TYLER GRASSMEYER

MICROSOFT CORPORATION

1 client

MATTHEW STROSS

NATIONAL ASSOCIATION OF REALTORS

1 client

ALYENE CHABOT

MEHLMAN CONSULTING, INC.

1 client

MARIO LOYOLA

LOYOLA STRATEGIES, LLC

1 client

See the data

Lobbyist	Former position, as they list it	Firms	Clients	Years
ALYENE MLINAR	Pol Adv (Maj Leader Scalise); Pol Adv (Min Whip Scalise); Pol Adv (House Oversight/Govt Reform Comm); Prof Staff Member (Ways and Means Subcom on Health/Brady), Pol Adv (Sen Rep Policy Comm/Barrasso); Leg Asst (Senator Ben Sasse)	MEHLMAN CONSULTING, INC.	100	2023–2024
L. CHAVIS	Rep. Jackson,Dep. Legisl. Dir.(2025),Legisl. Asst.(2023-25); Rep. Cherfilus-McCormick,Legal Fellow(2022-23); Sen. Special Comm. on Aging,Intern(2022); Sen. Sasse,Intern(2017-18); Rep. Pittenger,Research Asst.(2017); Rep. Farenthold,Intern(2016-17).	CLARK HILL PUBLIC STRATEGIES LLC	15	2026
ANNE LORD	Legislative Correspondent, Sen. Ben Sasse	INNOVATIVE FEDERAL STRATEGIES, LLC	7	2021
L. CHAVIS	Rep. Jackson,Dep. Legisl. Dir.(2025),Legisl. Asst.(2023-25); Rep. Cherfilus-McCormick,Legal Fellow(2022-23); Sen. Special Comm. on Aging,Intern(2022); Sen. Sasse,Intern(2017-18); Rep. Pittenger,Research Asst.(2017); Rep. Farenthold,Intern(2016-17).	CLARK HILL, PLC	1	2026
MEREDITH JONES	Legislative Assistant -Senator Ben Sasse (11/2019-10/2022); Staff Assistant - Senator Ted Cruz (01/2019 - 11/2019)	EXXON MOBIL CORP	1	2025
TYLER GRASSMEYER	2014-2022: Deputy Chief of Staff to Senator Ben Sasse (Nebraska).	MICROSOFT CORPORATION	1	2024
MATTHEW STROSS	Legislative Assistant, Office of Senator Ben Sasse; Legislative Counsel, Office of Representative George Holding	NATIONAL ASSOCIATION OF REALTORS	1	2023
ALYENE CHABOT	Pol Adv (Maj Leader Scalise); Pol Adv (Min Whip Scalise); Pol Adv (House Oversight/Govt Reform Comm); Prof Staff Member (Ways and Means Subcom on Health/Brady), Pol Adv (Sen Rep Policy Comm/Barrasso); Leg Asst (Senator Ben Sasse)	MEHLMAN CONSULTING, INC.	1	2023
MARIO LOYOLA	Ass. Dir. Reg. Reform, White House CEQ, Executive Office of the President, 2017-19; Prof. Staff., Sen Sasse, 2015; Policy Counsel, Senate RPC, 2007-09.	LOYOLA STRATEGIES, LLC	1	2021

Holdings and trades

$297K – $2.1Mnet worth, 2023 report

258trades on their reports

—trades reported after 45 days

—typical time to report a trade

0reports filed on paper

6filing extensions

Net worth, year by year

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

Largest holdings, 2023 report

VTI - Vanguard Total Stock Market ETF

Mutual Funds · Joint · in Verus Financial Partners joint account

$100K+

VWSUX - Vanguard Short-Term Tax-Exempt Fd Admiral

Mutual Funds · Joint · in Verus Financial Partners joint account

$100K+

VTI-Vanguard Total Stock Market ETF

Mutual Funds · Self · in Verus Financial Partners IRA account

$100K+

VEU - Vanguard All-World ex-US Shares Index ETF

Mutual Funds · Self · in Verus Financial Partners IRA account

$100K+

VUSB - Vanguard Ultra-Short Bond ETF

Mutual Funds · Joint

$100K+

IXUS - iShares Core MSCI Total International Stock ETF

Mutual Funds · Joint · in Verus Financial Partners joint account

$50K+

VTI - Vanguard Total Stock Market ETF

Mutual Funds · Self · in Verus Financial Partners SEP IRA

$50K+

Teacher Retirement System of Texas

Retirement Plans · Self

$15K+

USAA Federal Savings Bank

Bank Deposit · Joint

$15K+

USAA Federal Savings Bank

Bank Deposit · Joint

$15K+

Thrivent-CSV of Life Policy

Life Insurance · Self

$15K+

VASGX - Vanguard LifeStrategy Growth Fund Investor Shares

Mutual Funds · Spouse · in Verus Financial Partners Roth IRA

$15K+

Their 25 largest holdings, as a table

Asset	Kind	Owner	Value	Income
VTI - Vanguard Total Stock Market ETF in Verus Financial Partners joint account	Mutual Funds	Joint	$100K – $250K	Dividends, Capital Gains: $1,001 – $2,500
VWSUX - Vanguard Short-Term Tax-Exempt Fd Admiral in Verus Financial Partners joint account	Mutual Funds	Joint	$100K – $250K	Dividends, Capital Gains: $1,001 – $2,500
VTI-Vanguard Total Stock Market ETF in Verus Financial Partners IRA account	Mutual Funds	Self	$100K – $250K	None: $0 – $200
VEU - Vanguard All-World ex-US Shares Index ETF in Verus Financial Partners IRA account	Mutual Funds	Self	$100K – $250K	None: $0 – $200
VUSB - Vanguard Ultra-Short Bond ETF	Mutual Funds	Joint	$100K – $250K	Dividends: $2,501 – $5,000
IXUS - iShares Core MSCI Total International Stock ETF in Verus Financial Partners joint account	Mutual Funds	Joint	$50K – $100K	Dividends: $1,001 – $2,500
VTI - Vanguard Total Stock Market ETF in Verus Financial Partners SEP IRA	Mutual Funds	Self	$50K – $100K	Dividends, Capital Gains: $0 – $200
Teacher Retirement System of Texas	Retirement Plans	Self	$15K – $50K	None: $0 – $200
USAA Federal Savings Bank	Bank Deposit	Joint	$15K – $50K	None: $0 – $200
USAA Federal Savings Bank	Bank Deposit	Joint	$15K – $50K	Interest: $201 – $1,000
Thrivent-CSV of Life Policy	Life Insurance	Self	$15K – $50K	Interest: $1,001 – $2,500
VASGX - Vanguard LifeStrategy Growth Fund Investor Shares in Verus Financial Partners Roth IRA	Mutual Funds	Spouse	$15K – $50K	None: $0 – $200
VBR - Vanguard Small-Cap Value Index Fund ETF Shares in Verus Financial Partners joint account	Mutual Funds	Joint	$15K – $50K	Dividends: $201 – $1,000
DVY - iShares Trust - iShares Select Dividend ETF in Verus Financial Partners joint account	Mutual Funds	Joint	$15K – $50K	Dividends, Capital Gains: $201 – $1,000
BSV - Vanguard Short-Term Bond Index Fund ETF Shares in Verus Financial Partners IRA account	Mutual Funds	Self	$15K – $50K	None: $0 – $200
DVY - iShares Select Dividend ETF in Verus Financial Partners IRA account	Mutual Funds	Self	$15K – $50K	None: $0 – $200
VBR - Smallcap Value ETF Vanguard in Verus Financial Partners IRA account	Mutual Funds	Self	$15K – $50K	None: $0 – $200
VUSB - Vanguard Ultra-Short Bond ETF in Verus Financial Partners IRA account	Mutual Funds	Self	$15K – $50K	None: $0 – $200
Ixus in Verus Financial Partners SEP IRA	Mutual Funds	Self	$15K – $50K	Dividends, Capital Gains: $0 – $200
VASGX - Vanguard LifeStrategy Growth Fund Investor Shares in Verus Financial Partners Rollover IRA	Mutual Funds	Spouse	$1,001 – $15K	None: $201 – $1,000
VASGX - Vanguard LifeStrategy Growth Fund Investor Shares in Verus Financial Partners Roth IRA	Mutual Funds	Self	$1,001 – $15K	None: $0 – $200
TD Bank NA in Verus Financial Partners joint account	Bank Deposit	Joint	$1,001 – $15K	Interest: $0 – $200
BSV - Vanguard Short-Term Bond Index Fund ETF Shares in Verus Financial Partners joint account	Mutual Funds	Joint	$1,001 – $15K	Dividends: $0 – $200
DFAPX - DFA Investment Grade Portfolio Institutional Class in Verus Financial Partners joint account	Mutual Funds	Joint	$1,001 – $15K	Dividends: $0 – $200
TD Bank NA in Verus Financial Partners IRA account	Bank Deposit	Self	$1,001 – $15K	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

Vanguard Total Stock Market Index Fund ETF Shares (VTI)

2017–2022 · $314K – $810K

12 trades

DFA TA World ex US Core Equity I (DFTWX)

2017–2020 · $284K – $760K

9 trades

Vanguard LifeStrategy Growth Fund Investor Shares (VASGX)

2018–2022 · $185K – $525K

9 trades

Vanguard Value ETF (VTV)

2015–2017 · $37K – $205K

9 trades

Dfa Investment Grade Portfolio (DFAPX)

2018–2022 · $23K – $170K

9 trades

Vanguard Total International Bond ETF (BNDX)

2021–2022 · $23K – $170K

9 trades

Vanguard FTSE Developed Markets ETF (VEA)

2015–2017 · $85K – $275K

8 trades

Vanguard Growth ETF (VUG)

2015–2017 · $36K – $190K

8 trades

Vanguard FTSE Emerging Markets ETF (VWO)

2015–2017 · $22K – $155K

8 trades

DFA U.S. Small Cap Value Portfolio Institutional C (DFSVX)

2017–2020 · $35K – $175K

7 trades

All 258 trades

Date	Asset	Trade	Owner	Amount	Days to report
2022-09-09	Vanguard Total International Bond ETF	Sale (Full)	Self	$1,001 – $15K	annual
2022-09-09	Avantis Short-Term Fixed Income ETF	Purchase	Self	$1,001 – $15K	annual
2022-09-09	Vanguard Total International Bond ETF	Sale (Full)	Self	$1,001 – $15K	annual
2022-09-09	Avantis Short-Term Fixed Income ETF	Purchase	Self	$1,001 – $15K	annual
2022-09-09	Vanguard Total International Bond ETF	Sale (Full)	Joint	$1,001 – $15K	annual
2022-09-09	Avantis Short-Term Fixed Income ETF	Purchase	Joint	$1,001 – $15K	annual
2022-07-08	Dfa Investment Grade Portfolio	Purchase	Self	$1,001 – $15K	annual
2022-07-07	Vanguard Lifestrategy Growth Fund	Sale (Full)	Self	$100K – $250K	annual
2022-07-07	iShares Select Dividend ETF	Purchase	Self	$1,001 – $15K	annual
2022-07-07	Short-Term Bond ETF Vanguard	Purchase	Self	$1,001 – $15K	annual
2022-07-07	Total Stock Market ETF Vanguard	Purchase	Self	$50K – $100K	annual
2022-07-07	Vanguard Ultra-Short Bond ETF	Purchase	Self	$1,001 – $15K	annual
2022-07-07	iShares Core MSCI Total International Stock ETF	Purchase	Self	$15K – $50K	annual
2022-07-07	Vanguard Total International Bond ETF	Purchase	Self	$1,001 – $15K	annual
2022-07-07	Smallcap Value ETF Vanguard	Purchase	Self	$1,001 – $15K	annual
2022-05-23	Vanguard Short-Term Tax-Exempt Fd Admiral	Purchase	Joint	$100K – $250K	annual
2022-05-20	iShares Core MSCI Total International Stock ETF	Purchase	Joint	$15K – $50K	annual
2022-05-20	Vanguard Small-Cap Value ETF	Purchase	Joint	$1,001 – $15K	annual
2022-05-20	iShares Select Dividend ETF	Purchase	Joint	$1,001 – $15K	annual
2022-05-20	Vanguard Ultra-Short Bond ETF	Purchase	Joint	$100K – $250K	annual
2022-05-20	Total Stock Market ETF Vanguard	Purchase	Joint	$50K – $100K	annual
2022-05-20	Vanguard Intermediate-Term Tax-Exempt Fd Admiral	Sale (Full)	Joint	$250K – $500K	annual
2022-05-20	Vanguard Limited-Term Tax-Exempt Fd Admiral Shs	Sale (Full)	Joint	$250K – $500K	annual
2022-04-27	Vanguard Ultra-Short Bond ETF	Purchase	Self	$1,001 – $15K	annual
2022-04-27	Dfa Investment Grade Portfolio	Sale (Partial)	Self	$1,001 – $15K	annual
2022-04-27	Dfa Investment Grade Portfolio	Sale (Partial)	Joint	$1,001 – $15K	annual
2022-04-27	Vanguard Ultra-Short Bond ETF	Purchase	Joint	$1,001 – $15K	annual
2022-04-21	Vanguard Ultra-Short Bond ETF	Purchase	Self	$1,001 – $15K	annual
2022-04-21	Vanguard Total International Bond ETF	Sale (Partial)	Self	$1,001 – $15K	annual
2022-04-21	Vanguard Total International Bond ETF	Sale (Partial)	Joint	$1,001 – $15K	annual
2022-04-21	Vanguard Ultra-Short Bond ETF	Purchase	Joint	$1,001 – $15K	annual
2022-01-07	Total Stock Market ETF Vanguard	Sale (Partial)	Self	$15K – $50K	annual
2022-01-07	Vanguard All-World ex-US Shares Index ETF	Purchase	Self	$1,001 – $15K	annual
2022-01-07	Smallcap Value ETF Vanguard	Sale (Partial)	Self	$1,001 – $15K	annual
2022-01-07	iShares Select Dividend ETF	Sale (Partial)	Self	$1,001 – $15K	annual
2022-01-07	Dfa Investment Grade Portfolio	Purchase	Self	$1,001 – $15K	annual
2022-01-07	Short-Term Bond ETF Vanguard	Purchase	Self	$1,001 – $15K	annual
2022-01-07	Vanguard Total International Bond ETF	Purchase	Self	$1,001 – $15K	annual
2021-12-23	Vanguard All-World ex-US Shares Index ETF	Purchase	Self	$1,001 – $15K	annual
2021-12-17	iShares Core MSCI Total International Stock ETF	Purchase	Joint	$1,001 – $15K	annual
2021-12-09	Vanguard Total International Bond ETF	Purchase	Self	$15K – $50K	annual
2021-12-09	Vanguard Total International Bond ETF	Purchase	Joint	$1,001 – $15K	annual
2021-12-09	Dfa World Ex U.S. Government Fixed Income Port I	Sale (Full)	Self	$15K – $50K	annual
2021-12-09	Dfa World Ex U.S. Government Fixed Income Port I	Sale (Full)	Joint	$1,001 – $15K	annual
2021-10-14	Vanguard Limited-Term Tax-Exempt Fd Admiral Shs	Sale (Partial)	Joint	$1,001 – $15K	annual
2021-06-24	Vanguard All-World ex-US Shares Index ETF	Purchase	Self	$1,001 – $15K	annual
2020-12-31	Vanguard Lifestrategy Growth Fund	Purchase	Self	$1,001 – $15K	annual
2020-12-31	Vanguard Lifestrategy Growth Fund	Purchase	Self	$1,001 – $15K	annual
2020-12-24	Vanguard All-World ex-US Shares Index ETF	Purchase	Self	$1,001 – $15K	annual
2020-12-08	Dfa Global Real Estate Securities Ptf	Sale (Full)	Self	$15K – $50K	annual
2020-12-08	Dfa Investment Grade Portfolio	Purchase	Self	$1,001 – $15K	annual
2020-12-08	Vanguard FTSE All World Ex US ETF	Purchase	Self	$1,001 – $15K	annual
2020-12-08	Vanguard Total Stock Market ETF	Purchase	Self	$1,001 – $15K	annual
2020-10-08	DFA Global Real Estate Securities Portfolio	Sale (Full)	Joint	$1,001 – $15K	annual
2020-09-04	Vanguard Limited-Term Tax-Exempt Fd Admiral Shs	Purchase	Joint	$250K – $500K	annual
2020-09-04	Vanguard Intermediate-Term Tax-Exempt Fd Admiral	Purchase	Joint	$250K – $500K	annual
2020-08-31	Residence in Washington, D.C.	Sale (Full)	Joint	$1.0M – $5.0M	annual
2020-08-10	Dfa World Ex U.S. Government Fixed Income Port I	Purchase	Self	$15K – $50K	annual
2020-08-10	Dfa Five-Year Global Fixed Income Portfolio	Sale (Full)	Self	$15K – $50K	annual
2020-08-10	Dfa World Ex U.S. Government Fixed Income Port I	Purchase	Joint	$1,001 – $15K	annual
2020-08-10	Dfa Five-Year Global Fixed Income Portfolio	Sale (Full)	Joint	$1,001 – $15K	annual
2020-08-04	Vanguard Small-Cap Value ETF	Purchase	Self	$1,001 – $15K	annual
2020-08-04	FTSE All-World Ex-US ETF Vanguard	Sale (Partial)	Self	$1,001 – $15K	annual
2020-08-04	Total Stock Market ETF Vanguard	Sale (Partial)	Self	$15K – $50K	annual
2020-08-04	Dfa Investment Grade Portfolio	Purchase	Self	$1,001 – $15K	annual
2020-08-04	iShares Select Dividend ETF	Purchase	Self	$15K – $50K	annual
2020-08-04	iShares Select Dividend ETF	Purchase	Joint	$1,001 – $15K	annual
2020-08-04	Vanguard Total Stock Market ETF	Sale (Partial)	Joint	$1,001 – $15K	annual
2020-07-23	Vanguard Lifestrategy Growth Fund	Purchase	Self	$15K – $50K	annual
2020-05-21	Vanguard FTSE All-World Ex-US Index Fd Admiral (Exchanged) Vanguard All-World ex-US Shares	Exchange	Self	$100K – $250K	annual
2020-05-21	Vanguard Small-Cap Value Index Fd Admiral (Exchanged) Vanguard Small-Cap Value ETF (Receiv	Exchange	Self	$15K – $50K	annual
2020-03-13	Dfa T.A.World Ex U.S. Core Equity Portfolio	Sale (Full)	Self	$100K – $250K	annual
2020-03-13	Dfa U.S. Small Cap Value Portfolio	Sale (Full)	Self	$15K – $50K	annual
2020-03-13	Vanguard FTSE All-World Ex-US Index Fd Admiral	Purchase	Self	$100K – $250K	annual
2020-03-13	Vanguard Small-Cap Value Index Fd Admiral	Purchase	Self	$15K – $50K	annual
2019-12-31	Vanguard Total Stock Market Index Fund ETF Shares	Purchase	Self	$1,001 – $15K	annual
2019-12-17	DFA Global Real Estate Securities Portfolio	Purchase	Self	$1,001 – $15K	annual
2019-12-05	DFA T.A. World ex U.S. Core Equity Portfolio Insti	Sale (Full)	Joint	$15K – $50K	annual
2019-12-05	DFA U.S. Small Cap Value Portfolio Institutional C	Sale (Full)	Joint	$1,001 – $15K	annual
2019-12-05	iShares Core MSCI Total International Stock ETF	Purchase	Joint	$15K – $50K	annual
2019-12-05	Vanguard Small-Cap Value Index Fund ETF Shares	Purchase	Joint	$1,001 – $15K	annual
2019-08-01	Vanguard LifeStrategy Growth Fund Investor Shares	Purchase	Self	$50K – $100K	annual
2019-07-31	Vanguard Total Stock Market Index Fund ETF Shares	Sale (Partial)	Joint	$15K – $50K	annual
2019-07-31	DFA Five-Year Global Fixed Income Portfolio Instit	Sale (Partial)	Joint	$1,001 – $15K	annual
2019-07-31	Vanguard Short-Term Bond Index Fund ETF Shares	Sale (Partial)	Joint	$1,001 – $15K	annual
2019-07-31	DFA T.A. World ex U.S. Core Equity Portfolio Insti	Sale (Partial)	Joint	$15K – $50K	annual
2019-07-31	DFA U.S. Small Cap Value Portfolio Institutional C	Sale (Partial)	Joint	$1,001 – $15K	annual
2019-07-22	DFA T.A. World ex U.S. Core Equity Portfolio Insti	Purchase	Joint	$1,001 – $15K	annual
2019-07-22	DFA Investment Grade Portfolio Institutional Class	Purchase	Joint	$1,001 – $15K	annual
2019-07-22	Vanguard Total Stock Market Index Fund ETF Shares	Sale (Partial)	Joint	$1,001 – $15K	annual
2019-07-22	DFA U.S. Small Cap Value Portfolio Institutional C	Sale (Partial)	Joint	$1,001 – $15K	annual
2019-06-28	DFA T.A. World ex U.S. Core Equity Portfolio Insti	Purchase	Self	$1,001 – $15K	annual
2018-12-03	Vanguard Short-Term Bond Index Fund ETF Shares	Purchase	Joint	$1,001 – $15K	annual
2018-12-03	DFA Investment Grade Portfolio Institutional Class	Purchase	Joint	$1,001 – $15K	annual
2018-12-03	DFA Global Real Estate Securities Portfolio	Purchase	Joint	$1,001 – $15K	annual
2018-12-03	Vanguard Short-Term Bond Index Fund ETF Shares	Purchase	Self	$15K – $50K	annual
2018-12-03	Vanguard Total Bond Market Index Fund ETF Shares	Sale (Full)	Self	$15K – $50K	annual
2018-12-03	Vanguard Total Stock Market Index Fund ETF Shares	Sale (Partial)	Self	$15K – $50K	annual
2018-12-03	DFA Investment Grade Portfolio Institutional Class	Purchase	Self	$15K – $50K	annual
2018-12-03	DFA Global Real Estate Securities Portfolio	Purchase	Self	$15K – $50K	annual
2018-12-03	DFA T.A. World ex U.S. Core Equity Portfolio Insti	Purchase	Self	$1,001 – $15K	annual
2018-12-03	DFA Commodity Strategy Portfolio Institutional Cla	Sale (Full)	Self	$15K – $50K	annual
2018-12-03	DFA U.S. Small Cap Value Portfolio Institutional C	Sale (Partial)	Self	$1,001 – $15K	annual
2018-12-03	Vanguard Short-Term Investment-Grade Fund Admiral	Sale (Full)	Self	$15K – $50K	annual
2018-12-03	Vanguard Short-Term Investment-Grade Fund Admiral	Sale (Full)	Joint	$1,001 – $15K	annual
2018-12-03	Vanguard Total Bond Market Index Fund ETF Shares	Sale (Full)	Joint	$1,001 – $15K	annual
2018-12-03	DFA Commodity Strategy Portfolio Institutional Cla	Sale (Full)	Joint	$1,001 – $15K	annual
2018-10-10	Vanguard LifeStrategy Growth Fund Investor Shares	Purchase	Self	$1,001 – $15K	annual
2018-06-29	DFA T.A. World ex U.S. Core Equity Portfolio Insti	Purchase	Self	$1,001 – $15K	annual
2018-02-27	Vanguard LifeStrategy Growth Fund Investor Shares	Purchase	Spouse	$1,001 – $15K	annual
2018-02-26	Vanguard Windsor II Fund Investor Share	Sale (Full)	Spouse	$1,001 – $15K	annual
2018-02-26	Vanguard Windsor II Fund Investor Share	Sale (Full)	Spouse	$15K – $50K	annual
2018-02-26	Vanguard Windsor Fund Investor Share	Sale (Full)	Self	$1,001 – $15K	annual
2018-02-26	Vanguard LifeStrategy Growth Fund Investor Shares	Purchase	Spouse	$15K – $50K	annual
2018-02-26	Vanguard LifeStrategy Growth Fund Investor Shares	Purchase	Self	$1,001 – $15K	annual
2017-10-31	Residence in Washington DC	Purchase	Joint	$500K – $1.0M	annual
2017-10-05	Vanguard Short-Term Investment-Grade Adm	Purchase	Joint	$1,001 – $15K	annual
2017-10-05	DFA TA World ex US Core Equity I	Purchase	Joint	$50K – $100K	annual
2017-10-05	DFA Commodity Strategy Institutional	Purchase	Joint	$1,001 – $15K	annual
2017-10-05	DFA Five-Year Global Fixed-Income I	Purchase	Joint	$1,001 – $15K	annual
2017-10-05	DFA US Small Cap Value I	Purchase	Joint	$1,001 – $15K	annual
2017-10-05	Vanguard Total Stock Market ETF	Purchase	Joint	$50K – $100K	annual
2017-10-05	Vanguard Total Bond Market ETF	Purchase	Joint	$1,001 – $15K	annual
2017-10-05	Pioneer Value A	Sale (Full)	Joint	$1,001 – $15K	annual
2017-10-05	Vanguard Value ETF	Sale (Full)	Joint	$1,001 – $15K	annual
2017-10-05	Vanguard Growth ETF	Sale (Full)	Joint	$1,001 – $15K	annual
2017-10-05	Vanguard Mid-Cap Value ETF	Sale (Full)	Joint	$1,001 – $15K	annual
2017-10-05	Vanguard FTSE All-Wld ex-US SmCp ETF	Sale (Full)	Joint	$1,001 – $15K	annual
2017-10-05	Vanguard FTSE Developed Markets ETF	Sale (Full)	Joint	$15K – $50K	annual
2017-10-05	Vanguard Long-Term Bond ETF	Sale (Full)	Joint	$1,001 – $15K	annual
2017-10-05	SPDR Blmbg Barclays High Yield Bd ETF	Sale (Full)	Joint	$1,001 – $15K	annual
2017-10-05	iShares JP Morgan USD Em Mkts Bd ETF	Sale (Full)	Joint	$1,001 – $15K	annual
2017-10-05	iShares Russell 2000 Growth ETF	Sale (Full)	Joint	$1,001 – $15K	annual
2017-10-05	iShares Russell 2000 Value ETF	Sale (Full)	Joint	$1,001 – $15K	annual
2017-10-05	iShares 1-3 Year Treasury Bond ETF	Sale (Full)	Joint	$1,001 – $15K	annual
2017-10-05	Vanguard Mid-Cap ETF	Sale (Full)	Joint	$1,001 – $15K	annual
2017-10-05	Vanguard Short-Term Corporate Bond ETF	Sale (Full)	Joint	$1,001 – $15K	annual
2017-10-05	Vanguard FTSE Emerging Markets ETF	Sale (Full)	Joint	$1,001 – $15K	annual
2017-10-05	SPDR Portfolio Interm Term Corp Bd ETF	Sale (Full)	Joint	$1,001 – $15K	annual
2017-10-05	iShares Core US Aggregate Bond ETF	Sale (Full)	Joint	$15K – $50K	annual
2017-10-05	iShares Core S&P Total US Stock Mkt ETF	Sale (Full)	Joint	$15K – $50K	annual
2017-10-04	iShares Core US Aggregate Bond ETF	Sale (Full)	Self	$50K – $100K	annual
2017-10-04	Vanguard Long-Term Bond ETF	Sale (Full)	Self	$1,001 – $15K	annual
2017-10-04	VanEck Vectors JP Morgan EM LC Bd ETF	Sale (Full)	Self	$15K – $50K	annual
2017-10-04	iShares Core S&P Total US Stock Mkt ETF	Sale (Full)	Self	$50K – $100K	annual
2017-10-04	SPDR Portfolio Interm Term Corp Bd ETF	Sale (Full)	Self	$1,001 – $15K	annual
2017-10-04	iShares Russell 2000 Value ETF	Sale (Full)	Self	$1,001 – $15K	annual
2017-10-04	iShares Russell 2000 Growth ETF	Sale (Full)	Self	$1,001 – $15K	annual
2017-10-04	SPDR Blmbg Barclays High Yield Bd ETF	Sale (Partial)	Self	$1,001 – $15K	annual
2017-10-04	SPDR Blmbg Barclays High Yield Bd ETF	Sale (Full)	Self	$1,001 – $15K	annual
2017-10-04	iShares 1-3 Year Treasury Bond ETF	Sale (Full)	Self	$1,001 – $15K	annual
2017-10-04	Vanguard Short-Term Corporate Bond ETF	Sale (Full)	Self	$1,001 – $15K	annual
2017-10-04	Vanguard FTSE Developed Markets ETF	Sale (Full)	Self	$50K – $100K	annual
2017-10-04	Vanguard Mid-Cap ETF	Sale (Full)	Self	$15K – $50K	annual
2017-10-04	Vanguard Mid-Cap Value ETF	Sale (Full)	Self	$1,001 – $15K	annual
2017-10-04	Vanguard FTSE All-Wld ex-US SmCp ETF	Sale (Full)	Self	$1,001 – $15K	annual
2017-10-04	Vanguard Value ETF	Sale (Full)	Self	$15K – $50K	annual
2017-10-04	Vanguard Growth ETF	Sale (Full)	Self	$15K – $50K	annual
2017-10-04	Vanguard FTSE Emerging Markets ETF	Sale (Full)	Self	$15K – $50K	annual
2017-10-04	Vanguard Short-Term Investment-Grade Adm	Purchase	Self	$15K – $50K	annual
2017-10-04	DFA TA World ex US Core Equity I	Purchase	Self	$100K – $250K	annual
2017-10-04	DFA Commodity Strategy Institutional	Purchase	Self	$15K – $50K	annual
2017-10-04	DFA Five-Year Global Fixed-Income I	Purchase	Self	$15K – $50K	annual
2017-10-04	DFA US Small Cap Value I	Purchase	Self	$15K – $50K	annual
2017-10-04	Vanguard Total Stock Market ETF	Purchase	Self	$100K – $250K	annual
2017-10-04	Vanguard Total Bond Market ETF	Purchase	Self	$15K – $50K	annual
2017-07-18	VanEck Vectors JP Morgan EM LC Bd ETF	Purchase	Self	$15K – $50K	annual
2017-07-18	iShares JP Morgan USD Em Mkts Bd ETF	Sale (Full)	Self	$15K – $50K	annual
2017-06-28	SPDR Blmbg Barclays High Yield Bd ETF	Purchase	Self	$1,001 – $15K	annual
2017-06-28	iShares 1-3 Year Treasury Bond ETF	Sale (Partial)	Self	$1,001 – $15K	annual
2017-06-28	iShares MBS ETF	Sale (Full)	Self	$15K – $50K	annual
2017-06-28	Vanguard FTSE Emerging Markets ETF	Purchase	Self	$1,001 – $15K	annual
2017-06-28	iShares Russell 2000 Value ETF	Sale (Partial)	Self	$1,001 – $15K	annual
2017-06-28	Vanguard FTSE Developed Markets ETF	Purchase	Self	$1,001 – $15K	annual
2017-06-28	iShares Intermediate Govt/Crdt Bd ETF	Sale (Full)	Self	$15K – $50K	annual
2017-06-28	iShares Russell Mid-Cap Growth ETF	Sale (Full)	Self	$15K – $50K	annual
2017-06-28	Vanguard Value ETF	Sale (Partial)	Self	$15K – $50K	annual
2017-06-28	iShares Core US Aggregate Bond ETF	Purchase	Self	$50K – $100K	annual
2017-06-28	iShares JP Morgan USD Em Mkts Bd ETF	Purchase	Self	$1,001 – $15K	annual
2017-06-28	iShares TIPS Bond ETF	Sale (Full)	Self	$1,001 – $15K	annual
2017-06-28	iShares Core S&P Total US Stock Mkt ETF	Purchase	Self	$50K – $100K	annual
2017-06-28	Vanguard Mid-Cap Value ETF	Sale (Partial)	Self	$1,001 – $15K	annual
2017-06-28	Vanguard Growth ETF	Sale (Partial)	Self	$15K – $50K	annual
2017-06-28	Vanguard Mid-Cap ETF	Purchase	Self	$15K – $50K	annual
2017-06-28	Vanguard Short-Term Corporate Bond ETF	Purchase	Self	$1,001 – $15K	annual
2017-06-28	SPDR Portfolio Interm Term Corp Bd ETF	Purchase	Self	$1,001 – $15K	annual
2017-06-28	Vanguard FTSE Emerging Markets ETF	Purchase	Joint	$1,001 – $15K	annual
2017-06-28	Vanguard FTSE Developed Markets ETF	Purchase	Joint	$1,001 – $15K	annual
2017-06-28	SPDR Portfolio Interm Term Corp Bd ETF	Purchase	Joint	$1,001 – $15K	annual
2017-06-28	Vanguard Mid-Cap ETF	Purchase	Joint	$1,001 – $15K	annual
2017-06-28	Vanguard Short-Term Corporate Bond ETF	Purchase	Joint	$1,001 – $15K	annual
2017-06-28	iShares JP Morgan USD Em Mkts Bd ETF	Purchase	Joint	$1,001 – $15K	annual
2017-06-28	iShares Core US Aggregate Bond ETF	Purchase	Joint	$15K – $50K	annual
2017-06-28	iShares Core S&P Total US Stock Mkt ETF	Purchase	Joint	$15K – $50K	annual
2017-06-28	Vanguard Value ETF	Sale (Partial)	Joint	$1,001 – $15K	annual
2017-06-28	Vanguard Growth ETF	Sale (Partial)	Joint	$1,001 – $15K	annual
2017-06-28	Vanguard Mid-Cap Value ETF	Sale (Partial)	Joint	$1,001 – $15K	annual
2017-06-28	iShares Intermediate Govt/Crdt Bd ETF	Sale (Full)	Joint	$15K – $50K	annual
2017-06-28	iShares MBS ETF	Sale (Full)	Joint	$1,001 – $15K	annual
2017-06-28	iShares Russell 2000 Value ETF	Sale (Partial)	Joint	$1,001 – $15K	annual
2017-06-28	iShares Russell Mid-Cap Growth ETF	Sale (Full)	Joint	$1,001 – $15K	annual
2017-06-28	iShares 1-3 Year Treasury Bond ETF	Sale (Partial)	Joint	$1,001 – $15K	annual
2017-06-28	iShares TIPS Bond ETF	Sale (Full)	Joint	$1,001 – $15K	annual
2016-06-22	iShares TIPS Bond ETF	Sale (Partial)	Self	$1,001 – $15K	annual
2016-06-22	Vanguard Tax-Managed Funds - Vanguard FTSE Develop	Purchase	Self	$15K – $50K	annual
2016-06-22	iShares Russell 2000 Value ETF	Purchase	Self	$1,001 – $15K	annual
2016-06-22	SPDR Series Trust - SPDR Bloomberg Barclays High Y	Purchase	Self	$1,001 – $15K	annual
2016-06-22	iShares Trust - iShares 1-3 Year Treasury Bond ETF	Purchase	Self	$1,001 – $15K	annual
2016-06-22	Vanguard Index Funds - Vanguard Mid-Cap Value ETF	Purchase	Self	$1,001 – $15K	annual
2016-06-22	Vanguard International Equity Index Funds - Vangua	Purchase	Self	$1,001 – $15K	annual
2016-06-22	iShares Intermediate Govt/Crdt Bd ETF	Sale (Partial)	Self	$1,001 – $15K	annual
2016-06-22	iShares Russell 2000 Growth ETF	Sale (Partial)	Self	$1,001 – $15K	annual
2016-06-22	iShares MBS ETF	Sale (Partial)	Self	$1,001 – $15K	annual
2016-06-22	Vanguard Global ex-US Real Est ETF	Sale (Full)	Self	$1,001 – $15K	annual
2016-06-22	Vanguard Value ETF	Sale (Partial)	Self	$1,001 – $15K	annual
2016-06-22	Vanguard Growth ETF	Sale (Partial)	Self	$1,001 – $15K	annual
2016-06-22	iShares Russell Mid-Cap Growth ETF	Purchase	Self	$1,001 – $15K	annual
2016-06-22	Vanguard Tax-Managed Funds - Vanguard FTSE Develop	Purchase	Joint	$1,001 – $15K	annual
2016-06-22	iShares Russell 2000 Value ETF	Purchase	Joint	$1,001 – $15K	annual
2016-06-22	SPDR Blmbg Barclays High Yield Bd ETF	Purchase	Joint	$1,001 – $15K	annual
2016-06-22	iShares Trust - iShares 1-3 Year Treasury Bond ETF	Purchase	Joint	$1,001 – $15K	annual
2016-06-22	Vanguard Mid-Cap Value ETF	Purchase	Joint	$1,001 – $15K	annual
2016-06-22	Vanguard International Equity Index Funds - Vangua	Purchase	Joint	$1,001 – $15K	annual
2016-06-22	iShares Russell Mid-Cap Growth ETF	Purchase	Joint	$1,001 – $15K	annual
2016-06-22	Vanguard Value ETF	Sale (Partial)	Joint	$1,001 – $15K	annual
2016-06-22	Vanguard Growth ETF	Sale (Partial)	Joint	$1,001 – $15K	annual
2016-06-22	Vanguard Global ex-US Real Est ETF	Sale (Full)	Joint	$1,001 – $15K	annual
2016-06-22	iShares Intermediate Govt/Crdt Bd ETF	Sale (Partial)	Joint	$1,001 – $15K	annual
2016-06-22	iShares Trust - iShares MBS ETF	Sale (Partial)	Joint	$1,001 – $15K	annual
2016-06-22	iShares Russell 2000 Growth ETF	Sale (Partial)	Joint	$1,001 – $15K	annual
2016-06-22	iShares Trust - iShares TIPS Bond ETF	Sale (Partial)	Joint	$1,001 – $15K	annual
2015-05-14	Rental residence - Alexandria, VA	Sale (Full)	Joint	$500K – $1.0M	annual
2015-04-28	Vanguard Value ETF	Purchase	Self	$1,001 – $15K	annual
2015-04-28	iShares MBS	Sale (Partial)	Self	$1,001 – $15K	annual
2015-04-28	Vanguard FTSE All-World ex-US Sm-Cp ETF	Sale (Partial)	Self	$1,001 – $15K	annual
2015-04-28	iShares Russell Mid-Cap Growth	Sale (Partial)	Self	$1,001 – $15K	annual
2015-04-28	iShares JPMorgan USD Emerg Markets Bond	Purchase	Self	$1,001 – $15K	annual
2015-04-28	Vanguard Growth ETF	Sale (Partial)	Self	$1,001 – $15K	annual
2015-04-28	Vanguard FTSE Developed Markets ETF	Sale (Partial)	Self	$1,001 – $15K	annual
2015-04-28	iShares Interm Government/Credit Bd	Sale (Partial)	Self	$1,001 – $15K	annual
2015-04-28	SPDR Barclays International Trs Bd ETF	Sale (Full)	Self	$1,001 – $15K	annual
2015-04-28	Vanguard FTSE Emerging Markets ETF	Purchase	Self	$1,001 – $15K	annual
2015-04-28	iShares TIPS Bond	Purchase	Self	$1,001 – $15K	annual
2015-04-28	Vanguard Value ETF	Purchase	Joint	$1,001 – $15K	annual
2015-04-28	iShares JPMorgan USD Emerg Markets Bond	Purchase	Joint	$1,001 – $15K	annual
2015-04-28	Vanguard FTSE Emerging Markets ETF	Purchase	Joint	$1,001 – $15K	annual
2015-04-28	iShares TIPS Bond	Purchase	Joint	$1,001 – $15K	annual
2015-04-28	Vanguard Growth ETF	Sale (Partial)	Joint	$1,001 – $15K	annual
2015-04-28	Vanguard FTSE All-World ex-US Sm-Cp ETF	Sale (Partial)	Joint	$1,001 – $15K	annual
2015-04-28	SPDR Barclays International Trs Bd ETF	Sale (Full)	Joint	$1,001 – $15K	annual
2015-04-28	iShares Russell Mid-Cap Growth	Sale (Partial)	Joint	$1,001 – $15K	annual
2015-04-14	Vanguard FTSE All-World ex-US Sm-Cp ETF	Purchase	Self	$1,001 – $15K	annual
2015-04-14	iShares Interm Government/Credit Bd	Purchase	Self	$1,001 – $15K	annual
2015-04-14	Vanguard FTSE Developed Markets ETF	Purchase	Self	$1,001 – $15K	annual
2015-04-14	SPDR Barclays International Trs Bd ETF	Purchase	Self	$1,001 – $15K	annual
2015-04-14	iShares MBS	Purchase	Self	$1,001 – $15K	annual
2015-04-14	Vanguard Value ETF	Purchase	Self	$1,001 – $15K	annual
2015-04-14	iShares 1-3 Year Treasury Bond	Purchase	Self	$1,001 – $15K	annual

Financial disclosures

17 reports

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

Filed	Report	Entries
May 21, 2023	Termination Report for (Amendment 1)	38
May 8, 2023	Termination Report for 01/08/2023	38
Aug 13, 2022	Annual Report for Calendar 2021	8
Apr 13, 2022	Annual Report for 2021 Due Date Extension 1	0
Aug 13, 2021	Annual Report for Calendar 2020	29
Apr 15, 2021	Annual Report for 2020 Due Date Extension 1	0
Aug 13, 2020	Annual Report for Calendar 2019	17
Apr 16, 2020	Annual Report for 2019 Due Date Extension 1	0
Aug 13, 2019	Annual Report for Calendar 2018	23
Mar 27, 2019	Annual Report for 2018 Due Date Extension 1	0
Aug 13, 2018	Annual Report for Calendar 2017	88
Apr 26, 2018	Annual Report for 2017 Due Date Extension 1	0
Nov 7, 2017	Annual Report for Calendar 2016 (Amendment 1)	28
Aug 11, 2017	Annual Report for Calendar 2016	28
May 2, 2017	Annual Report for 2016 Due Date Extension 1	0
Jul 13, 2016	Annual Report for Calendar 2014 (Amendment 1)	85
May 11, 2016	Annual Report for Calendar 2015	27