Senate Files

Senators

Thom Tillis R

Republican senator from North Carolina, serving since Jan 6, 2015. Up for re-election in 2026.

Among all 100 senators

Each dot is a senator; Tillis 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

$4.7M$49K$115.9M

Votes with their party

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

96.5%79.5%100.0%

Missed votes

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

12.5%0.0%15.0%

Lobbyists' giving

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

$6.3M$6,000$11.9M

Money from out of state

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

61%21%98%

Bills sponsored

In the 119th Congress (Congress.gov)

602191

Voting record

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

0.39← more liberalmore conservative →

Where their campaign money comes from

2025–26
$4.7M
2023–24
$2.5M
2021–22
$931K
See the data
PeriodRaisedIndividualsPACsPartiesOwn moneySpentCashOutside forOutside against
2025–26$4,707,960$2,636,769$1,483,500$0$0$3,366,844$3,579,203$0$3,958
2023–24$2,474,642$1,372,519$1,053,190$0$0$971,774$2,238,086$45,893$0
2021–22$930,820$590,340$310,634$0$0$1,030,511$735,218$37,042$2,508

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 North Carolina versus everywhere else, each period.

2025–26
$2.5M
2023–24
$1.3M
2021–22
$339K

Where it came from

  • Less
  • More
  • Their state
AKMEVTNHWAIDMTNDMNILWIMINYRIMAORNVWYSDIAINOHPANJCTCAUTCONEMOKYWVVAMDDEAZNMKSARTNNCSCOKLAMSALGAHITXFL

Their donors' employers

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

BLACKSTONE
$70K
BRIGHTHOUSE FINANCIAL
$51K
APOLLO GLOBAL MANAGEMENT
$37K
METLIFE
$35K
WCAS
$28K
BNY MELLON
$21K
APOLLO
$21K
LIVE OAK BANK
$21K
CORNING
$20K
CLEAN ENERGY
$19K
SOUTHERN ENERGY MANAGEMENT
$18K
APOLLO MGMT
$17K
The largest donors, and the numbers
PeriodItemizedContributionsFrom NCRetired donors
2025–26$2,503,0602,31539%12%
2023–24$1,312,7892,63225%7%
2021–22$338,6413,40829%36%
DonorWhereEmployer, occupationTotal
MOBLEY, CLAYTONHOMEWOOD, ALMOBLEY HOLDINGS, OWNER$16,667
MILLS, MATTDEXTER, MOSELF-EMPLOYED, SELF-EMPLOYED$16,666
KELLEY, BRYANROME, GAWEBB CREEK, CEO$10,666
SASTRY, ASHWANIORLANDO, FLPHYSICIAN, PHYSICIAN$10,000
WOODS, ANDREW LFORT MYERS, FLLIBERTY PARTNERS GROUP, ATTORNEY/LOBBYIST/CHAIRMAN$10,000
TAND, MOHAMMAD RNORTHBOROUGH, MASUMMIT ENVIRONMENTAL, VP$9,900
ROSS, RICHARDFRANKLIN, NCQUINN RESIDENCES, CEO$7,286
LEVY, EDWARDBIRMINGHAM, MIEDWARD C. LEVY, CHAIRMAN$7,025
BEDNYAK, JERRYGLENCOE, ILSKYBOX CAPITAL, FOUNDER$7,000
BOLICK, STEVERALEIGH, NCRETIRED, RETIRED$7,000
BULLARD, PATRICK LROWLAND, NCLUMBER TRIBE OF NC, ACCOUNTANT$7,000
CAMERON, RONALD M.LITTLE ROCK, ARMOUNTAIRE, CHAIRMAN$7,000
CARLSON, MARSHALL MR.CHARLOTTE, NCHENDRICK AUTO, MANAGER$7,000
CASCARILLA, CHARLESMIAMI, FLPAXOS, CEO$7,000
CASCARILLA, MARISSAMIAMI, FLHOMEMAKER, HOMEMAKER$7,000
COLEY, JOHN THOMAS IVHOLLY SPRINGS, NCSELF-EMPLOYED, REAL ESTATE DEVELOPER$7,000
CRAIG, TERESA SGREENSBORO, NCDESERT IMAGE ARABIANS, OWNER$7,000
CRUTCHFIELD, EDWARD ELLIOTT MR.CHARLOTTE, NCCRUTCHFIELD CAPITAL, LLC, BUSINESS$7,000
DIXON, WYATT T.CHARLOTTE, NCPROFFITT DIXON PARTNERS, REAL ESTATE$7,000
DONOGHUE, JOHNWILMINGTON, NCCAPE FEAR SOLAR SYSTEMS, LLC, PRESIDENT$7,000
DUCHOSSOIS, CRAIG J.CHICAGO, ILDUCHOSSOIS CAPITAL MANAGEMENT, EXECUTIVE CHAIR EMERITUS$7,000
DUCHOSSOIS, JANET MRS.CHICAGO, ILHOMEMAKER, HOMEMAKER$7,000
DUHAMEL, WILLIAM FRANCIS JRSAN FRANCISCO, CAROUTE ONE INVESTMENT CO., PORTFOLIO MANAGER$7,000
ETHERIDGE, WILLDURHAM, NCSOUTHERN ENERGY MANAGEMENT, CEO & OWNER$7,000
EVERETTE, ROYCE E. JR.GREENVILLE, NCTIME INVESTMENT GROUP, CONSUMER FINANCE$7,000

Their biggest PAC and party givers

All 25
CommitteeConnected organizationTotalGifts
GILEAD SCIENCES INC HEALTHCARE POLICY PACGILEAD SCIENCES, INC.$15,0003
WESTROCK POLITICAL ACTION COMMITTEEWESTROCK COMPANY$10,0002
VETERANS GUARDIAN VA CLAIM CONSULTING PAC (VETGUARD PAC)VETERANS GUARDIAN VA CLAIM CONSULTING$10,0002
UBS AMERICAS INC. POLITICAL ACTION COMMITTEE (UBS PAC)UBS AMERICAS INC.$10,0002
U.S. BANCORP FEDERAL POLITICAL ACTION COMMITTEEU.S. BANCORP$10,0002
TRUIST FINANCIAL CORPORATION FEDERAL PAC (FORMERLY SUNTRUST BANKS, INC. POLITICAL ACTION COMMITTEE)TRUIST FINANCIAL CORPORATION$10,0003
THE PREMIER, INC. EMPLOYEES' CIVIC ACTION FUNDPREMIER INC.$10,0002
REGENERON PHARMACEUTICALS, INC. PACREGENERON PHARMACEUTICALS, INC.$10,0003
PRICEWATERHOUSECOOPERS POLITICAL ACTION COMMITTEE INONE$10,0002
NATSO INC. NATSO PAC$10,0002
HEARTLAND VALUES PACCOMMONSENSE, CONSERVATIVE VALUES PAC$10,0002
DOMINION ENERGY, INC. POLITICAL ACTION COMMITTEE - DOMINION PACDOMINION ENERGY, INC.$10,0006
AMERICAN EXCELLENCE PACRICKETTS$10,0002
UNIVERSAL MUSIC GROUP EMPLOYEE ACTION FUNDUNIVERSAL MUSIC GROUP$9,0004
QUEST DIAGNOSTICS INCORPORATED POLITICAL ACTION COMMITTEEQUEST DIAGNOSTICS INCORPORATED$9,0004
LPL FINANCIAL LLC POLITICAL ACTION COMMITTEE (LPL PAC)LPL FINANCIAL LLC$8,5004
GOOGLE LLC NETPACGOOGLE LLC$8,5003
DEPOSITORY TRUST AND CLEARING CORPORATION PAC - DTCC PAC; THETHE DEPOSITORY TRUST AND CLEARING CORPORATION$8,2509
RBC USA HOLDCO CORPORATION FEDERAL POLITICAL ACTION COMMITTEERBC USA HOLDCO CORPORATION FEDERAL POLITICAL ACTION COMMITTEE$8,0006
RYAN LLC POLITICAL ACTION COMMITTEE (RYANPAC)$7,5003
PFIZER INC. PACPFIZER INC.$7,5004
PEPSICO, INC. CONCERNED CITIZENS FUNDPEPSICO, INC.$7,5003
MILLIKEN & COMPANY PACMILLIKEN & COMPANY$7,5002
MEDTRONIC INC. PACMEDTRONIC INC.$7,5004
GARMIN INTERNATIONAL INC POLITICAL ACTION COMMITTEEGARMIN INTERNATIONAL$7,5003

Outside spending for and against them

All of it
$89K

Who spent it

SUPPORT AMERICA'S POLICE PAC
$46K
UNITED WOMEN'S HEALTH ALLIANCE PAC
$37K
ABLE DEMS PAC
$3,306
PLANNED PARENTHOOD VOTES
$2,508
ACTIVATE AMERICA
$370
WOMEN SPEAK OUT PAC
$301
INDIVISIBLE PROJECT INC.
$282
See the data
SpenderFor or againstTotalReports
SUPPORT AMERICA'S POLICE PACfor$45,893218
UNITED WOMEN'S HEALTH ALLIANCE PACfor$36,74139
ABLE DEMS PACagainst$3,3061
PLANNED PARENTHOOD VOTESagainst$2,5082
ACTIVATE AMERICAagainst$3702
WOMEN SPEAK OUT PACfor$3013
INDIVISIBLE PROJECT INC.against$2821

What lobbyists report giving them

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

All 25
RegistrantTotalItemsFirstLatest
DUKE ENERGY CORPORATION$89,50015Feb 24, 2022Jun 11, 2025
AMERICAN CLINICAL LABORATORY ASSN$80,00016Nov 1, 2023Mar 17, 2025
PHARMACEUTICAL RESEARCH AND MANUFACTURERS OF AMERICA$61,0008Jul 26, 2021Aug 18, 2025
AMGEN, INC.$58,50019Jun 22, 2021May 7, 2025
FMR LLC$56,50017Jun 30, 2021Jun 18, 2026
AMERICAN CANCER SOCIETY CANCER ACTION NETWORK, INC.$55,7491Sep 16, 2025Sep 16, 2025
BROWNSTEIN HYATT FARBER SCHRECK, LLP$50,10038Dec 14, 2021Jun 26, 2025
WELLS FARGO & COMPANY$45,50012Sep 22, 2021Feb 28, 2025
KELLEY DRYE & WARREN LLP$45,50023Nov 14, 2023Jan 17, 2025
LIBERTY MUTUAL GROUP$43,00012Jun 23, 2021Jun 16, 2025
ALTRIA CLIENT SERVICES LLC$42,50011Apr 27, 2021Jul 22, 2025
DOMINION ENERGY, INC.$42,00010May 24, 2022Mar 13, 2025
THE HOME DEPOT$40,0008Mar 25, 2021Jan 30, 2025
GENERAL DYNAMICS CORP$39,00010Jun 1, 2021Jun 1, 2026
COMCAST CORPORATION$36,0008Apr 30, 2021Jun 26, 2025
CAPITOL COUNSEL LLC$35,25017Jul 25, 2022Jun 27, 2025
THE PNC FINANCIAL SERVICES GROUP$35,0007May 28, 2021Feb 12, 2025
MERCK & CO, INC.$35,00011Jun 29, 2021Feb 26, 2025
LOWE'S COMPANIES INC.$35,0007Dec 15, 2021Feb 17, 2025
HONEYWELL INTERNATIONAL$35,00010Feb 26, 2021Jun 18, 2025
CAPITAL ONE FINANCIAL CORPORATION$35,0007Mar 14, 2021Mar 5, 2025
AMERICAN BANKERS ASSOCIATION$35,00010Aug 19, 2021Mar 31, 2025
PFIZER INC.$34,00011Jul 26, 2021Apr 30, 2025
LKQ CORPORATION$33,00015Oct 20, 2022Dec 20, 2024
AT&T SERVICES, INC. AND ITS AFFILIATES$33,00010Aug 31, 2021Mar 28, 2025

How they've voted lately

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

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

On the most-lobbied bills

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

H.R. 1
An act to provide for reconciliation pursuant to title II of H. Con. R…
3,419 clients
H.R. 5376
An act to provide for reconciliation pursuant to title II of S. Con. R…
3,169 clients
H.R. 1319
American Rescue Plan Act of 2021
2,160 clients
H.R. 3684
Infrastructure Investment and Jobs Act
2,036 clients
H.R. 2617
Consolidated Appropriations Act, 2023
1,900 clients
H.R. 2471
Consolidated Appropriations Act, 2022
1,154 clients
S. 1260
United States Innovation and Competition Act of 2021
1,029 clients
H.R. 2670
National Defense Authorization Act for Fiscal Year 2024
959 clients
H.R. 4521
Strategic Competition Act of 2021
875 clients
S. 2296
National Defense Authorization Act for Fiscal Year 2026
863 clients
H.R. 4350
National Defense Authorization Act for Fiscal Year 2022
856 clients
S. 4784
National Defense Authorization Act for Fiscal Year 2027
848 clients
S.Con.Res. 14
A concurrent resolution setting forth the congressional budget for the…
836 clients
H.R. 1968
Full-Year Continuing Appropriations and Extensions Act, 2025
812 clients
S. 2226
National Defense Authorization Act for Fiscal Year 2024
745 clients
Every vote
DateQuestionMeasureVoteResult
Sep 30, 2026On the NominationPN1129 Keith Sonderling, of Florida, to be Secretary of Labornot votingNomination Confirmed
Sep 30, 2026On the Cloture MotionPN1129 Keith Sonderling, of Florida, to be Secretary of LaboryeaCloture Motion Agreed to
Sep 30, 2026On Cloture on the Motion to ProceedH.R. 9340 A bill to amend the Public Utility Regulatory Policies Act of 1978 to establish a Federal standard relating to the recovery of the full, incyeaCloture on the Motion to Proceed Rejected
Sep 30, 2026On Cloture on the Motion to ProceedH.R. 7008 A bill to amend chapter 131 of title 5 to require certain restrictions on stocks for Members of Congress and their spouses and dependents, ayeaCloture on the Motion to Proceed Rejected
Sep 29, 2026On the Motion to DischargeS.Res. 852 A resolution requesting information on Israel's human rights practices pursuant to section 502B(c) of the Foreign Assistance Act of 1961.nayMotion to Discharge Rejected
Sep 29, 2026On the Motion to ProceedS.J.Res. 197 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the CentnayMotion to Proceed Rejected
Sep 28, 2026On Passage of the BillS. 4668 A bill to protect the name, image, and likeness rights of, and provide protections for, student athletes and to promote fair competition amoyeaBill Passed
Sep 28, 2026On the AmendmentS. 4668 To establish certain standards with respect to coaches of varsity sports teams.nayAmendment Rejected
Sep 28, 2026On the AmendmentS. 4668 To increase the limitation on funding for post-eligibility insurance and catastrophic injury for student athletes.nayAmendment Rejected
Sep 28, 2026On the AmendmentS. 4668 To limit price increases for college athletics tickets.not votingAmendment Rejected
Sep 28, 2026On the AmendmentS. 4668 To improve the bill.not votingAmendment Rejected
Sep 28, 2026On the AmendmentS. 4668 To modify the provision relating to the relationship of this Act to existing law.yeaAmendment Agreed to
Sep 24, 2026On the Concurrent ResolutionH.Con.Res. 89 A concurrent resolution directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forcesyeaagainst partyConcurrent Resolution Rejected
Sep 24, 2026On the Cloture MotionS. 4668 A bill to protect the name, image, and likeness rights of, and provide protections for, student athletes and to promote fair competition amonot votingCloture Motion Agreed to
Sep 24, 2026On the AmendmentS. 4668 In the nature of a substitute.yeaAmendment Agreed to
Sep 23, 2026On the NominationPN9991 Angela Veronica Colmenero, of Texas, to be United States District Judge for the Southern District of Texasnot votingNomination Confirmed
Sep 22, 2026On the Cloture MotionS. 4668 In the nature of a substitute.not votingCloture Motion Agreed to
Sep 22, 2026On the Cloture MotionPN9991 Angela Veronica Colmenero, of Texas, to be United States District Judge for the Southern District of TexasyeaCloture Motion Agreed to
Sep 17, 2026On the NominationPN9994 Kasdin Miller Mitchell, of Texas, to be United States District Judge for the Northern District of TexasyeaNomination Confirmed
Sep 17, 2026On the Cloture MotionPN9994 Kasdin Miller Mitchell, of Texas, to be United States District Judge for the Northern District of TexasyeaCloture Motion Agreed to
Sep 17, 2026On the Motion to ProceedS. 4668 A bill to protect the name, image, and likeness rights of, and provide protections for, student athletes and to promote fair competition amoyeaMotion to Proceed Agreed to
Sep 15, 2026On Cloture on the Motion to ProceedS. 4668 A bill to protect the name, image, and likeness rights of, and provide protections for, student athletes and to promote fair competition amoyeaCloture on the Motion to Proceed Agreed to
Sep 15, 2026On Cloture on the Motion to ProceedH.R. 3633 To provide for a system of regulation of the offer and sale of digital commodities by the Securities and Exchange Commission and the Commodinayagainst partyCloture on the Motion to Proceed Rejected
Sep 15, 2026On the NominationPN10933 Matthew R. Byrne, of Ohio, to be United States District Judge for the Southern District of OhioyeaNomination Confirmed
Sep 14, 2026On the Cloture MotionPN10933 Matthew R. Byrne, of Ohio, to be United States District Judge for the Southern District of Ohionot votingCloture Motion Agreed to
Aug 8, 2026On Cloture on the Motion to ProceedS. 5271 A bill to amend the Help America Vote Act of 2002 to require voters to provide photo identification.yeaCloture on the Motion to Proceed Rejected
Aug 8, 2026On the NominationPN1078 Todd Blanche, of Florida, to be Attorney GeneralyeaNomination Confirmed
Aug 8, 2026On the Cloture MotionPN1078 Todd Blanche, of Florida, to be Attorney GeneralyeaCloture Motion Agreed to
Aug 8, 2026On Passage of the BillH.R. 6500 An act making continuing appropriations and extensions for fiscal year 2027, and for other purposes.not votingBill Passed
Aug 8, 2026On the Motion to TableH.R. 6500 To strike section 2019.not votingMotion to Table Agreed to
Aug 7, 2026On the Cloture MotionH.R. 6500 In the nature of a substitute.yeaCloture Motion Agreed to
Aug 7, 2026On the NominationPN73011 Francis Brooke, of Virginia, to be Deputy Secretary of the Treasury; and George McMaster, of South Carolina, to be an Assistant Secretary ofyeaNomination Confirmed
Aug 7, 2026On Passage of the BillH.R. 5334 An act to impose sanctions and other measures with respect to the Russian Federation, as championed by the late Senator Lindsey O. Graham, ayeaBill Passed
Aug 7, 2026On the AmendmentH.R. 5334 To strike the provision relating to duties on countries that purchase Russian-origin crude oil or natural gas or facilitate sanctions evasionayAmendment Rejected
Aug 5, 2026On the Motion to ProceedS.J.Res. 187 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the EnvinayMotion to Proceed Rejected
Aug 5, 2026On the Cloture MotionPN73011 Francis Brooke, of Virginia, to be Deputy Secretary of the Treasury; and George McMaster, of South Carolina, to be an Assistant Secretary ofyeaCloture Motion Agreed to
Aug 5, 2026On the NominationPN932 Erica Schwartz, of Florida, to be Director of the Centers for Disease Control and PreventionyeaNomination Confirmed
Aug 5, 2026On the Cloture MotionPN932 Erica Schwartz, of Florida, to be Director of the Centers for Disease Control and Preventionnot votingCloture Motion Agreed to
Aug 3, 2026On Cloture on the Motion to ProceedH.R. 6500 A bill to extend duty-free treatment provided with respect to imports from certain countries in Africa under the African Growth and OpportunyeaCloture on the Motion to Proceed Agreed to
Jul 30, 2026On the ResolutionS.Res. 817 An executive resolution authorizing the en bloc consideration in Executive Session of certain nominations on the Executive Calendar.not votingResolution Agreed to
Jul 30, 2026On the Motion to DischargeS.J.Res. 181 A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that nayMotion to Discharge Rejected
Jul 30, 2026On the Motion to ProceedS.J.Res. 199 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the DepanayMotion to Proceed Rejected
Jul 29, 2026On the Cloture MotionS.Res. 817 An executive resolution authorizing the en bloc consideration in Executive Session of certain nominations on the Executive Calendar.yeaCloture Motion Agreed to
Jul 29, 2026On the Motion to ProceedH.R. 5334 A bill to amend the Internal Revenue Code of 1986 to allow early childhood educators to take the educator expense deduction, and for other pyeaMotion to Proceed Agreed to
Jul 28, 2026On Cloture on the Motion to ProceedH.R. 5334 A bill to amend the Internal Revenue Code of 1986 to allow early childhood educators to take the educator expense deduction, and for other pyeaCloture on the Motion to Proceed Agreed to
Jul 28, 2026On the NominationPN1092 Walter Clayton, of New York, to be Director of National IntelligenceyeaNomination Confirmed
Jul 27, 2026On the Cloture MotionPN1092 Walter Clayton, of New York, to be Director of National IntelligenceyeaCloture Motion Agreed to
Jul 23, 2026On the NominationPN9995 Antonio M. Pozos, of Pennsylvania, to be United States District Judge for the Eastern District of PennsylvaniayeaNomination Confirmed
Jul 23, 2026On the NominationPN9996 Daniel Mack Traynor, of North Dakota, to be United States Circuit Judge for the Eighth Circuitnot votingNomination Confirmed
Jul 23, 2026On the Motion to DischargeS.J.Res. 180 A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that nayMotion to Discharge Rejected
Jul 22, 2026On the Cloture MotionPN9996 Daniel Mack Traynor, of North Dakota, to be United States Circuit Judge for the Eighth CircuityeaCloture Motion Agreed to
Jul 22, 2026On the Cloture MotionPN9995 Antonio M. Pozos, of Pennsylvania, to be United States District Judge for the Eastern District of PennsylvaniayeaCloture Motion Agreed to
Jul 22, 2026On the NominationPN9993 Michael C. Martin, of Michigan, to be United States District Judge for the Eastern District of MichiganyeaNomination Confirmed
Jul 22, 2026On the Cloture MotionPN9993 Michael C. Martin, of Michigan, to be United States District Judge for the Eastern District of Michigannot votingCloture Motion Agreed to
Jul 22, 2026On the NominationPN9381 Benjamin M. Flowers, of Ohio, to be United States Circuit Judge for the Sixth Circuitnot votingNomination Confirmed
Jul 21, 2026On the NominationPN8518 Kara Marie Westercamp, of Virginia, to be a Judge of the United States Court of International TradeyeaNomination Confirmed
Jul 20, 2026On the Cloture MotionPN9381 Benjamin M. Flowers, of Ohio, to be United States Circuit Judge for the Sixth CircuityeaCloture Motion Agreed to
Jul 16, 2026On the Motion to ProceedS.J.Res. 198 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the CentnayMotion to Proceed Rejected
Jul 16, 2026On the Cloture MotionPN8518 Kara Marie Westercamp, of Virginia, to be a Judge of the United States Court of International TradeyeaCloture Motion Agreed to
Jul 15, 2026On the NominationPN9304 Jeffrey T. Kuntz, of Florida, to be United States District Judge for the Southern District of FloridayeaNomination Confirmed
Jul 15, 2026On the Cloture MotionPN9304 Jeffrey T. Kuntz, of Florida, to be United States District Judge for the Southern District of FloridayeaCloture Motion Agreed to
Jul 14, 2026On Cloture on the Motion to ProceedS. 4784 An original bill to authorize appropriations for fiscal year 2027 for military activities of the Department of Defense, for military construyeaCloture on the Motion to Proceed Rejected
Jul 14, 2026On the NominationPN9382 Matthew A. Schwartz, of New York, to be United States Circuit Judge for the Second CircuityeaNomination Confirmed
Jul 13, 2026On the NominationPN9303 Arthur Roberts Jones, of Texas, to be United States District Judge for the Southern District of TexasyeaNomination Confirmed
Jun 24, 2026On the Motion to ProceedS.J.Res. 185 A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that nayMotion to Proceed Rejected
Jun 24, 2026On the Cloture MotionPN9382 Matthew A. Schwartz, of New York, to be United States Circuit Judge for the Second CircuityeaCloture Motion Agreed to
Jun 24, 2026On the Motion to ProceedS.J.Res. 196 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the DepanayMotion to Proceed Rejected
Jun 24, 2026On the Cloture MotionPN9303 Arthur Roberts Jones, of Texas, to be United States District Judge for the Southern District of TexasyeaCloture Motion Agreed to
Jun 24, 2026On the NominationPN9302 Michael J. Hendershot, of Ohio, to be United States District Judge for the Northern District of OhioyeaNomination Confirmed
Jun 24, 2026On the Cloture MotionPN9302 Michael J. Hendershot, of Ohio, to be United States District Judge for the Northern District of OhioyeaCloture Motion Agreed to
Jun 24, 2026On the NominationPN9307 John George Edward Marck, of Texas, to be United States District Judge for the Southern District of TexasyeaNomination Confirmed
Jun 24, 2026On the Cloture MotionPN9307 John George Edward Marck, of Texas, to be United States District Judge for the Southern District of TexasyeaCloture Motion Agreed to
Jun 23, 2026On the Concurrent ResolutionH.Con.Res. 86 A concurrent resolution directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed ForcesnayConcurrent Resolution Agreed to
Jun 23, 2026On the NominationPN8593 Darrell Owens, of Pennsylvania, to be U.S. Representative to the Organization for Security and Cooperation in Europe, with the rank of AmbasyeaNomination Confirmed
Jun 22, 2026On the MotionH.R. 6644 A bill a bill to increase the supply of housing in America, and for other purposes.yeaMotion Agreed to
Jun 18, 2026On the NominationPN73033 George Holding, of North Carolina, to be United States Director of the European Bank for Reconstruction and DevelopmentyeaNomination Confirmed
Jun 18, 2026On the Cloture MotionH.R. 6644 A bill a bill to increase the supply of housing in America, and for other purposes.yeaCloture Motion Agreed to
Jun 17, 2026On the Motion to DischargeS.Res. 616 A resolution requesting information on Honduras's human rights practices pursuant to section 502B(c) of the Foreign Assistance Act of 1961.nayMotion to Discharge Rejected
Jun 17, 2026On the Cloture MotionPN73033 George Holding, of North Carolina, to be United States Director of the European Bank for Reconstruction and DevelopmentyeaCloture Motion Agreed to
Jun 17, 2026On the NominationPN9018 Michelle Steel, of California, to be Ambassador to the Republic of KoreayeaNomination Confirmed
Jun 17, 2026On the Cloture MotionPN9018 Michelle Steel, of California, to be Ambassador to the Republic of KoreayeaCloture Motion Agreed to
Jun 16, 2026On the Motion to ProceedH.R. 6644 A bill a bill to increase the supply of housing in America, and for other purposes.yeaMotion to Proceed Agreed to
Jun 16, 2026On the Motion to DischargeS.J.Res. 172 A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that nayMotion to Discharge Rejected
Jun 16, 2026On the Motion to ProceedS.J.Res. 190 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the ExecnayMotion to Proceed Rejected
Jun 15, 2026On the NominationPN8517 Justin D. Smith, of Missouri, to be United States Circuit Judge for the Eighth CircuityeaNomination Confirmed
Jun 11, 2026On the Cloture MotionPN8517 Justin D. Smith, of Missouri, to be United States Circuit Judge for the Eighth Circuitnot votingCloture Motion Agreed to
Jun 11, 2026On the NominationPN9014 Brock Dahl, of Maryland, to be Legal Adviser of the Department of Statenot votingNomination Confirmed
Jun 10, 2026On the Cloture MotionPN9014 Brock Dahl, of Maryland, to be Legal Adviser of the Department of Statenot votingCloture Motion Agreed to
Jun 10, 2026On the NominationPN8515 Anthony J. Powell, of Kansas, to be United States District Judge for the District of Kansasnot votingNomination Confirmed
Jun 10, 2026On the Cloture MotionPN8515 Anthony J. Powell, of Kansas, to be United States District Judge for the District of Kansasnot votingCloture Motion Agreed to
Jun 9, 2026On the NominationPN8514 Anthony W. Mattivi, of Kansas, to be United States District Judge for the District of Kansasnot votingNomination Confirmed
Jun 8, 2026On the Cloture MotionPN8514 Anthony W. Mattivi, of Kansas, to be United States District Judge for the District of Kansasnot votingCloture Motion Agreed to
Jun 5, 2026On the Motion to ProceedS. 1318 A bill to direct the American Battle Monuments Commission to establish a program to identify American-Jewish servicemembers buried in UnitedyeaMotion to Proceed Rejected
Jun 5, 2026On Passage of the BillS. 2 An original bill to provide for reconciliation pursuant to title II of S. Con. Res. 33.yeaBill Passed
Jun 5, 2026On the MotionS. 2 To provide for limitations on judgments, awards, and compromise settlements under section 1304 of title 31, United States Code.yeaagainst partyMotion Rejected
Jun 5, 2026On the MotionS. 2 To prohibit the use of funds to provide payments to certain individuals.nayMotion Rejected
Jun 5, 2026On the AmendmentS. 2 To appropriate amounts for local law enforcement hiring programs.nayAmendment Rejected
Jun 5, 2026On the MotionS. 2 To provide compensation to law enforcement officers who defended the United States Capitol during the events that occurred at or near the Unyeaagainst partyMotion Rejected
Jun 5, 2026On the MotionS. 2 To prohibit the Department of Justice from using taxpayer funds to make settlement payments to individuals convicted of assaulting law enforyeaagainst partyMotion Rejected
Jun 5, 2026On the AmendmentS. 2 To make appropriations for transparency and accountability.nayAmendment Rejected
Jun 5, 2026On the AmendmentS. 2 To make funds available for the timely adjudication of DACA renewal applications.nayAmendment Rejected
Jun 5, 2026On the AmendmentS. 2 To rescind unobligated balances under the One Big Beautiful Bill Act.nayAmendment Rejected
Jun 5, 2026On the AmendmentS. 2 To transfer amounts for youth mentoring programs of the Department of Justice.nayAmendment Rejected
Jun 5, 2026On the MotionS. 2 An original bill to provide for reconciliation pursuant to title II of S. Con. Res. 33.nayMotion Rejected
Jun 5, 2026On the MotionS. 2 To repurpose funds previously appropriated for U.S. Immigration and Customs Enforcement for the timely processing of DACA applications and rnayMotion Rejected
Jun 5, 2026On the MotionS. 2 To ensure only citizens are registered to vote in elections for Federal office, and to require voters to provide photo identification.nayagainst partyMotion Rejected
Jun 4, 2026On the MotionS. 2 To support the work performed by the Immigration Detention Ombudsman.nayMotion Rejected
Jun 4, 2026On the MotionS. 2 To redirect funding for U.S. Immigration and Customs Enforcement to the Child Care and Development Block Grant program.nayMotion Rejected
Jun 4, 2026On the MotionS. 2 To place reasonable limits on contributions to Super PACs which make independent expenditures.nayMotion Rejected
Jun 4, 2026On the MotionS. 2 An original bill to provide for reconciliation pursuant to title II of S. Con. Res. 33.nayMotion Rejected
Jun 4, 2026On the MotionS. 2 To make appropriations for the conduct of inspections of the Delaney Hall Detention Facility.nayMotion Rejected
Jun 4, 2026On the MotionS. 2 To prohibit the distribution of Federal funds to individuals convicted of certain crimes.yeaagainst partyMotion Rejected
Jun 4, 2026On the MotionS. 2 To ensure only citizens are registered to vote in elections for Federal office, and to require voters to provide photo identification, and fnayagainst partyMotion Rejected
Jun 4, 2026On the MotionS. 2 To prohibit an individual from acting as Director of National Intelligence if such individual is simultaneously serving as the head of any onayMotion Rejected
Jun 4, 2026On the MotionS. 2 To help build 7,000,000 new homes.nayMotion Rejected
Jun 4, 2026On the MotionS. 2 An original bill to provide for reconciliation pursuant to title II of S. Con. Res. 33.not votingMotion Rejected
Jun 4, 2026On the MotionS. 2 To provide funding for the HOME Investment Partnerships program.nayMotion Rejected
Jun 4, 2026On the MotionS. 2 To provide a clarification relating to, and to prohibit the use of funds for, the White House Ballroom.yeaagainst partyMotion Rejected
Jun 4, 2026On the MotionS. 2 To reallocate funds that would have been used for the Anti-Weaponization Fund to fraud enforcement.yeaMotion Rejected
Jun 4, 2026On the MotionS. 2 An original bill to provide for reconciliation pursuant to title II of S. Con. Res. 33.nayMotion Rejected
Jun 3, 2026On the Motion to ProceedS. 2 An original bill to provide for reconciliation pursuant to title II of S. Con. Res. 33.yeaMotion to Proceed Agreed to
Jun 3, 2026On the Motion to ProceedS.J.Res. 188 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the EnvinayMotion to Proceed Rejected
Jun 2, 2026On the NominationPN8512 Jeffrey M. Kuhlman, of Kansas, to be United States District Judge for the District of KansasyeaNomination Confirmed
Jun 2, 2026On the Cloture MotionPN8512 Jeffrey M. Kuhlman, of Kansas, to be United States District Judge for the District of KansasyeaCloture Motion Agreed to
Jun 2, 2026On the NominationPN8513 Kathleen S. Lane, of Montana, to be United States District Judge for the District of MontanayeaNomination Confirmed
Jun 1, 2026On the Cloture MotionPN8513 Kathleen S. Lane, of Montana, to be United States District Judge for the District of Montananot votingCloture Motion Agreed to
May 20, 2026On the NominationPN8516 Evan Rikhye, of the Virgin Islands, to be Judge for the District Court of the Virgin Islands for a term of ten yearsyeaNomination Confirmed
May 19, 2026On the Motion to DischargeS.J.Res. 185 A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that not votingMotion to Discharge Agreed to
May 19, 2026On the Cloture MotionPN8516 Evan Rikhye, of the Virgin Islands, to be Judge for the District Court of the Virgin Islands for a term of ten yearsnot votingCloture Motion Agreed to
May 19, 2026On the NominationPN8511 Sheria Akins Clarke, of South Carolina, to be United States District Judge for the District of South Carolinanot votingNomination Confirmed
May 19, 2026On the Cloture MotionPN8511 Sheria Akins Clarke, of South Carolina, to be United States District Judge for the District of South Carolinanot votingCloture Motion Agreed to
May 18, 2026On the NominationPN7261 Catherine Dillon, of Maryland, to be an Assistant Secretary of State (Educational and Cultural Affairs); and Ademola Adewale-Sadik, of New Ynot votingNomination Confirmed
May 14, 2026On the Cloture MotionPN8061 Andrew Benson, of Maine, to be United States Attorney for the District of Maine for the term of four years; and William Boyle, of North CaroyeaCloture Motion Agreed to
May 13, 2026On the Motion to ProceedS.J.Res. 130 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the BurenayMotion to Proceed Rejected
May 13, 2026On the Motion to ProceedS.J.Res. 141 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by Bureau onayMotion to Proceed Rejected
May 13, 2026On the Motion to ProceedS.J.Res. 132 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the BurenayMotion to Proceed Rejected
May 13, 2026On the NominationPN8551 Kevin Warsh, of Florida, to be Chairman of the Board of Governors of the Federal Reserve System for a term of four yearsyeaNomination Confirmed
May 13, 2026On Cloture on the Motion to ProceedS.Res. 526 A resolution withholding the pay of Senators if a Government shutdown occurs.yeaCloture on the Motion to Proceed Agreed to
May 13, 2026On the Motion to DischargeS.J.Res. 163 A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that nayMotion to Discharge Rejected
May 12, 2026On the Cloture MotionPN8551 Kevin Warsh, of Florida, to be Chairman of the Board of Governors of the Federal Reserve System for a term of four yearsyeaCloture Motion Agreed to
May 12, 2026On the NominationPN8552 Kevin Warsh, of Florida, to be a Member of the Board of Governors of the Federal Reserve System for a term of fourteen years from February 1yeaNomination Confirmed
May 11, 2026On the Cloture MotionPN8552 Kevin Warsh, of Florida, to be a Member of the Board of Governors of the Federal Reserve System for a term of fourteen years from February 1yeaCloture Motion Agreed to
May 11, 2026On the ResolutionS.Res. 690 An executive resolution authorizing the en bloc consideration in Executive Session of certain nominations on the Executive Calendar.yeaResolution Agreed to
Apr 30, 2026On the Motion to DischargeS.J.Res. 184 A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that nayMotion to Discharge Rejected
Apr 30, 2026On the Cloture MotionS.Res. 690 An executive resolution authorizing the en bloc consideration in Executive Session of certain nominations on the Executive Calendar.yeaCloture Motion Agreed to
Apr 29, 2026On the Motion to ProceedS.J.Res. 99 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by U.S. CitnayMotion to Proceed Rejected
Apr 29, 2026On the Motion to ProceedS.J.Res. 139 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the EnvinayMotion to Proceed Rejected
Apr 29, 2026On the NominationPN73014 Robert Cekada, of Florida, to be Director, Bureau of Alcohol, Tobacco, Firearms, and ExplosivesyeaNomination Confirmed
Apr 28, 2026On the Point of OrderS.J.Res. 124 A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Republic of Cuba that have notyeaPoint of Order Well Taken
Apr 28, 2026On the Motion to ProceedS.Res. 690 An executive resolution authorizing the en bloc consideration in Executive Session of certain nominations on the Executive Calendar.yeaMotion to Proceed Agreed to

What they sponsor bills about

119th Congress: 60 sponsored, 1 became law · 118th Congress: 50 sponsored, 0 became law · 117th Congress: 40 sponsored, 2 became law

Health
19
Immigration
16
Crime and Law Enforcement
14
Commerce
12
Armed Forces and National Security
12
Finance and Financial Sector
11
Taxation
10
International Affairs
10
Their bills
BillLatest action
S.Res. 946 A resolution designating September 30, 2026, as "National Veterans Suicide Prevention Day".Sep 30, 2026 Submitted in the Senate, considered, and agreed to without amendment and with a preamble by Unanimous Consent.
S. 5529 DEFEND IP ActSep 24, 2026 Read twice and referred to the Committee on the Judiciary.
S. 5469 HEART Foundation ActSep 23, 2026 Read twice and referred to the Committee on the Judiciary.
S. 5214 Protect and Serve Act of 2026Aug 3, 2026 Read twice and referred to the Committee on the Judiciary.
S. 4813 A bill to authorize leases of up to 99 years for land held in trust for federally recognized Indian Tribes.Jun 17, 2026 Read twice and referred to the Committee on Indian Affairs.
S. 4499 ALERT Act of 2026May 12, 2026 Read twice and referred to the Committee on Health, Education, Labor, and Pensions.
S.Res. 705 A resolution commending the "Donut Dollies" for their patriotic service and steadfast support of United States servicemeApr 29, 2026 Submitted in the Senate, considered, and agreed to without amendment and with a preamble by Unanimous Consent.
S. 1376 Benton MacKaye National Scenic Trail Feasibility Study Act of 2025Oct 27, 2025 Placed on Senate Legislative Calendar under General Orders. Calendar No. 211.
S.Res. 611 A resolution authorizing the use of the atrium in the Philip A. Hart Senate Office Building for a Bipawtisan Doggi Gras Feb 12, 2026 Submitted in the Senate, considered, and agreed to without amendment and with a preamble by Unanimous Consent.
S. 3782 Justice for Victims of Sanctuary Cities and Fallen Law Enforcement Act of 2026Feb 5, 2026 Read twice and referred to the Committee on the Judiciary.
S. 3719 National Law Enforcement Officers Remembrance, Support, and Community Outreach Act.Jan 28, 2026 Read twice and referred to the Committee on Energy and Natural Resources.
S. 3705Public Law 119-79 Semiquincentennial Congressional Time Capsule ActFeb 18, 2026 Became Public Law No: 119-79.
S. 3551 PROTECT for Rare ActDec 17, 2025 Read twice and referred to the Committee on Finance.
S. 3439 Connecting Caregivers to Medicare Act of 2025Dec 11, 2025 Read twice and referred to the Committee on Finance.
S. 2290 Collision Avoidance Systems Act of 2025Jul 15, 2025 Read twice and referred to the Committee on Commerce, Science, and Transportation.
S.Res. 398 A resolution condemning the treatment of Dr. Gubad Ibadoghlu by the Government of Azerbaijan and urging his immediate reSep 17, 2025 Referred to the Committee on Foreign Relations. (text: CR S6698)
S.Res. 385 A resolution recognizing suicide as a serious public health problem and expressing support for the designation of SeptemSep 11, 2025 Referred to the Committee on Health, Education, Labor, and Pensions. (text: CR S6579)
S. 2761 RESULTS ActSep 10, 2025 Read twice and referred to the Committee on Finance.
S. 107 Lumbee Fairness ActNov 5, 2025 Committee on Indian Affairs. Hearings held. Hearings printed: S.Hrg. 119-275.
S. 2498 National Park System Long-Term Lease Investment ActOct 5, 2026 Held at the desk.
S. 2414 Housing Supply Expansion Act of 2025Jul 23, 2025 Read twice and referred to the Committee on Banking, Housing, and Urban Affairs.
S.Res. 75 A resolution expressing the sense of the Senate that member countries of NATO must commit at least 2 percent of their naFeb 12, 2025 Referred to the Committee on Foreign Relations. (text: CR S931)
S. 2115 Safe and Open Streets ActJun 18, 2025 Read twice and referred to the Committee on the Judiciary.
S. 1963 Emergency Disaster Relief Fund Act of 2025Jun 5, 2025 Read twice and referred to the Committee on Homeland Security and Governmental Affairs.
S. 1980 A bill to establish the Senate NATO Observer Group, and for other purposes.Jun 5, 2025 Read twice and referred to the Committee on Rules and Administration.
CongressSponsoredBecame lawCosponsored
119th601399
118th500528
117th402460

18 former staff now lobbying

TED LEHMAN
TODD STRATEGY GROUP
73 clients
KYLE SANDERS
THORN RUN PARTNERS
35 clients
TIMOTHY BLANCHAT
CHECKMATE GOVERNMENT RELATIONS
30 clients
SIERRA CATO
LEWIS-BURKE ASSOCIATES, LLC
8 clients
MICHAEL BUTTNER
GREENBERG TRAURIG, LLP
2 clients
TED LEHMAN
PARAMOUNT SKYDANCE CORPORATION
1 client
RYAN ADAM
CITIGROUP WASHINGTON, INC.
1 client
WILLIAM RIXEY
AMERICAN POLICY VENTURES ACTION
1 client
JEFFREY WILLIAMS
GALAXY DIGITAL HOLDINGS LP
1 client
COURTNEY TEMPLE
LYFT
1 client
SETH WILLIFORD
THE BUSINESS ROUNDTABLE, INC.
1 client
SYDNEY FINCHER
NATIONAL ASSOCIATION OF MANUFACTURERS
1 client
CHAD RHOADES
CRANFILL SUMNER LLP
1 client
TREVOR MERRIFIELD
CHAMBER OF COMMERCE OF THE U.S.A.
1 client
SYDNEY FINCHER
AFLAC INCORPORATED
1 client
BRAD GREENBERG
NPR, INC.
1 client
BILL BODE
GILEAD SCIENCES, INC.
1 client
JOSEPH NOLAN
LOCKHEED MARTIN CORPORATION
1 client
See the data
LobbyistFormer position, as they list itFirmsClientsYears
TED LEHMANChief of Staff, Senator Tillis; Senate Judiciary Committee-Counsel, then Chief Counsel for Nominations and Senior Counsel; Senate Judiciary Committee-Staff Assistant and Legislative AssistantTODD STRATEGY GROUP732022–2026
KYLE SANDERSSpecial Assistant for Economic Development/Deputy Chief of Staff, Sen. Thom Tillis; Legislative Counsel/Legislative Director & Counsel, Rep. David Rouzer; Legislative Correspondent/Legislative Aide, Rep. Andy HarrisTHORN RUN PARTNERS352023–2026
TIMOTHY BLANCHATChief of Staff, Congressman Richard Hudson; Deputy State Director, Senator Thom TillisCHECKMATE GOVERNMENT RELATIONS302026
SIERRA CATOSen. Adv. on Minority Ed., DOE OEID; Sen. Adv., DOE OES; Acting Staff Secretary, DOE Office of the Sec.; Leg. Law Clerk, Senator Thom Tillis; Paid Intern Law Clerk, Senate CST Committee; Staff Assistant, Senator David Vitter.LEWIS-BURKE ASSOCIATES, LLC82021–2025
MICHAEL BUTTNERLegislative Correspondent, Sen. Thom Tillis (19-22); Staff Assistant, Sen. Thom Tillis (17-19)GREENBERG TRAURIG, LLP22026
TED LEHMANChief of Staff, Senator Tillis; Senate Judiciary Committee-Counsel; Chief Counsel for Nominations and Senior Counsel; Senate Judiciary Committee-Staff Assistant and Legislative AssistantPARAMOUNT SKYDANCE CORPORATION12026
RYAN ADAMU.S. Sen. Thom Tillis (R-NC), Economic Policy Advisor 2023-2026 U.S. Sen. Thom Tillis (R-NC), Legislative Assistant 2020-2023 U.S. Sen. Thom Tillis (R-NC), Legislative Correspondent 2018-2020 U.S. Sen. Thom Tillis (R-NC), Staff Assistant 2016-2018CITIGROUP WASHINGTON, INC.12026
WILLIAM RIXEYSenior Policy Adviser, Senator Thom TillisAMERICAN POLICY VENTURES ACTION12026
JEFFREY WILLIAMSDeputy Assistant Secretary, Financial Institutions Policy, U.S. Dept. of the Treasury: Jul 2018-May 2020; Counsel, Senator Thom Tillis: Jan2017-Jul 2018; LD & Counsel, Rep. Robert Hurt: Apr 2015-Jan 2017;LA, Rep. John Boehner: March 2012-Apr 2015GALAXY DIGITAL HOLDINGS LP12022–2025
COURTNEY TEMPLELeg. Assistant, Rep. Dave Hobson (March2008-Jan2009); Sr. LA, Rep. Steve Austria (Jan2009-Feb2011); Leg. Dir., Rep. Joe Heck (Feb2011-June2013); Leg. Dir., Sen. Thom Tillis (Feb2015-Jan2020).LYFT12025
SETH WILLIFORDLegislative Correspondent, General Counsel, Sen. Tillis; Professional Staff Member, Associate Counsel, Senior Counsel, U.S. Senate Judiciary Committee; Constituent Services Representative, Rep. George HoldingTHE BUSINESS ROUNDTABLE, INC.12025
SYDNEY FINCHERProfessional Staff Member for Sen. Tillis, S-Judiciary Intellectual Property Subcmte; Legis. Correspondent & Staff Asst., Sen. TillisNATIONAL ASSOCIATION OF MANUFACTURERS12025
CHAD RHOADESSenator Thom Tillis (Counsel)CRANFILL SUMNER LLP12025
TREVOR MERRIFIELDSen. Thom Tillis, Intern, June 2018-August 2018; Senate Environment and Public Works Committee, Intern, May, 2019-August 2019CHAMBER OF COMMERCE OF THE U.S.A.12024
SYDNEY FINCHERProfessional Staff Member, Senate Judiciary Subcommittee on Intellectual Property, Copyrights, and Patents (Mar 2019 - Dec 2019); Legislative Correspondent, Sen. Tillis (Aug 2017 - Mar 2019); Staff Assistant, Sen. Tillis (Jun 2016 - Aug 2017)AFLAC INCORPORATED12023
BRAD GREENBERGCounsel-Detailee from U.S. Copyright Office, Sen. Thom TillisNPR, INC.12022
BILL BODESenator Thom Tillis: Senior Policy Advisor, Legislative Assistant, Legislative Aide, Legislative CorrespondentGILEAD SCIENCES, INC.12022
JOSEPH NOLANJanuary 2015-August 2018 - Deputy Chief of Staff to Senator Thom TillisLOCKHEED MARTIN CORPORATION12022

Subcommittees

Holdings and trades

$3.0M – $10.4Mnet worth, 2025 report
221trades on their reports
3 of 6trades reported after 45 days
69 daystypical time to report a trade
0reports filed on paper
13filing extensions

Net worth, year by year

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

$10K$100K$1M$10M$100M201520172019202120232025

Largest holdings, 2025 report

Huntersville Residence
Real Estate · Joint
$1.0M+
IWD - iShares Russell 1000 Value ETF
Mutual Funds · Joint · in Morgan Stanley Brokerage Account X066
$250K+
HNACX - Harbor Capital Appreciation Fund - Retirement Cl
Mutual Funds · Joint · in Morgan Stanley Brokerage Account X066
$250K+
IWF - iShares Russell 1000 Growth ETF
Mutual Funds · Joint · in Morgan Stanley IRA Account x065
$250K+
IBM - International Business Machines Corporation Common
Corporate Securities · Self
$100K+
IXN - iShares Global Tech ETF
Mutual Funds · Joint · in Morgan Stanley Brokerage Account X066
$100K+
PONPX - Pimco Income Fund Class I-2
Mutual Funds · Joint · in Morgan Stanley Brokerage Account X066
$100K+
ABNFX - The Bond Fd of America Class F-2 Shares
Mutual Funds · Joint · in Morgan Stanley IRA Account x065
$100K+
MAHQX - Blackrock Total Return Fund Class I
Mutual Funds · Joint · in Morgan Stanley IRA Account x065
$100K+
HDGIX - The Hartford Dividend & Growth Fund Class I
Mutual Funds · Joint · in Morgan Stanley IRA Account x065
$100K+
IWD - Russell 1000 Value Ishares ETF
Mutual Funds · Joint · in Morgan Stanley IRA Account x065
$100K+
IEFA - iShares Core MSCI EAFE ETF
Mutual Funds · Joint · in Morgan Stanley IRA Account x065
$100K+
Their 25 largest holdings, as a table
AssetKindOwnerValueIncome
Huntersville ResidenceReal EstateJoint$1.0M – $5.0MNone: $0 – $200
IWD - iShares Russell 1000 Value ETF in Morgan Stanley Brokerage Account X066Mutual FundsJoint$250K – $500KDividends: $2,501 – $5,000
HNACX - Harbor Capital Appreciation Fund - Retirement Cl in Morgan Stanley Brokerage Account X066Mutual FundsJoint$250K – $500KNone: $0 – $200
IWF - iShares Russell 1000 Growth ETF in Morgan Stanley IRA Account x065Mutual FundsJoint$250K – $500KDividends: $1,001 – $2,500
IBM - International Business Machines Corporation CommonCorporate SecuritiesSelf$100K – $250KNone: $0 – $200
IXN - iShares Global Tech ETF in Morgan Stanley Brokerage Account X066Mutual FundsJoint$100K – $250KDividends: $201 – $1,000
PONPX - Pimco Income Fund Class I-2 in Morgan Stanley Brokerage Account X066Mutual FundsJoint$100K – $250KDividends, Capital Gains: $5,001 – $15K
ABNFX - The Bond Fd of America Class F-2 Shares in Morgan Stanley IRA Account x065Mutual FundsJoint$100K – $250KDividends, Capital Gains: $5,001 – $15K
MAHQX - Blackrock Total Return Fund Class I in Morgan Stanley IRA Account x065Mutual FundsJoint$100K – $250KDividends, Capital Gains: $5,001 – $15K
HDGIX - The Hartford Dividend & Growth Fund Class I in Morgan Stanley IRA Account x065Mutual FundsJoint$100K – $250KDividends, Capital Gains: $2,501 – $5,000
IWD - Russell 1000 Value Ishares ETF in Morgan Stanley IRA Account x065Mutual FundsJoint$100K – $250KDividends, Capital Gains: $1,001 – $2,500
IEFA - iShares Core MSCI EAFE ETF in Morgan Stanley IRA Account x065Mutual FundsJoint$100K – $250KDividends: $5,001 – $15K
IVV - iShares Core S&P 500 in Morgan Stanley IRA Account x065Mutual FundsJoint$100K – $250KDividends, Capital Gains: $1,001 – $2,500
FBND - Fidelity Total Bond ETF in Morgan Stanley IRA Account x065Mutual FundsJoint$100K – $250KDividends, Capital Gains: $5,001 – $15K
CGGR - Capital Group Growth ETF - Share class in Morgan Stanley IRA Account x065Mutual FundsJoint$100K – $250KDividends, Interest: $0 – $200
IWM - iShares Russell 2000 ETF in Morgan Stanley Brokerage Account X066Mutual FundsJoint$50K – $100KDividends: $1,001 – $2,500
DODFX - Dodge & Cox International Stock Fund in Morgan Stanley Brokerage Account X066Mutual FundsJoint$50K – $100KDividends: $1,001 – $2,500
PMAQX - Principal Funds Inc. - Midcap Fund Class R6 in Morgan Stanley Brokerage Account X066Mutual FundsJoint$50K – $100KDividends: $0 – $200
IEMG - iShares Core MSCI Emerging Markets ETF in Morgan Stanley IRA Account x065Mutual FundsJoint$50K – $100KDividends: $2,501 – $5,000
CIVIX - Causeway International Value Fund - Institutiona in Morgan Stanley IRA Account x065Mutual FundsJoint$50K – $100KInterest, Capital Gains: $1,001 – $2,500
GSIMX - Goldman Sachs Gqg Partners International Opportu in Morgan Stanley IRA Account x065Mutual FundsJoint$50K – $100KDividends, Capital Gains: $1,001 – $2,500
GQGIX - Gqg Partners Emerging Markets Equity Fund Instit in Morgan Stanley IRA Account x065Mutual FundsJoint$50K – $100KDividends, Capital Gains: $1,001 – $2,500
OANMX - Oakmark Fund Institutional Class in Morgan Stanley IRA Account x065Mutual FundsJoint$50K – $100KDividends, Capital Gains: $201 – $1,000
IWP - iShares Russell Midcap Growth ETF in Morgan Stanley IRA Account x065Mutual FundsJoint$50K – $100KDividends, Capital Gains: $201 – $1,000
PFTPX - PIMCO Low Duration Income Fund - I-2 in Morgan Stanley IRA Account x065Mutual FundsJoint$50K – $100KDividends, Capital Gains: $2,501 – $5,000

Trades, month by month

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

  • Purchases
  • Sales
201720182019202020212022202320242025

What they trade most

Western Asset Core Plus Bond Fund Class I (WACPX)
2016–2024 · $169K – $410K
8 trades
iShares Russell 1000 Growth ETF (IWF)
2022–2025 · $134K – $360K
8 trades
Pimco Low Duration Income Fund Class I-2 (PFTPX)
2022–2025 · $268K – $695K
7 trades
PRINCIPAL MIDCAP FUND Class R-6 (PMAQX)
2018–2023 · $176K – $515K
7 trades
The Hartford Dividend & Growth Fund Class I (HDGIX)
2022–2025 · $98K – $295K
7 trades
Edgewood Growth Fund Insti (EGFIX)
2022–2025 · $118K – $295K
6 trades
PIMCO Low Duration Instl (PTLDX)
2016–2022 · $97K – $280K
6 trades
iShares Russell 1000 Value ETF (IWD)
2016–2025 · $97K – $280K
6 trades
Oakmark Fund Institutional Class (OANMX)
2022–2025 · $48K – $195K
6 trades
iShares 20+ Year Treasury Bond ETF (TLT)
2022–2024 · $34K – $160K
6 trades
All 221 trades
DateAssetTradeOwnerAmountDays to report
2025-12-15DC Condo Sale (Full)Joint$250K – $500Kannual
2025-10-17EDGEWOOD GROWTH FUND - Institutional Class Shares Sale (Full)Joint$50K – $100Kannual
2025-10-17Oakmark Fund - Institutional Class PurchaseJoint$1,001 – $15Kannual
2025-10-17The Hartford Dividend and Growth Fund - Class I PurchaseJoint$15K – $50Kannual
2025-10-17iShares Russell 1000 Value ETF PurchaseJoint$1,001 – $15Kannual
2025-10-17Capital Group Growth ETF - Share class PurchaseJoint$50K – $100Kannual
2025-10-15Goldman Sachs GQG Partners International Opportunities Fund - Institutional Shares PurchaseJoint$1,001 – $15Kannual
2025-09-14Nashville CONDO Sale (Full)Joint$100K – $250Kannual
2025-04-17Nuance Mid Cap Value Fund - Institutional Class Sale (Full)Joint$15K – $50Kannual
2025-04-16PIMCO Low Duration Income Fund - I-2 PurchaseJoint$50K – $100Kannual
2025-04-16iShares Russell 1000 Growth ETF PurchaseJoint$15K – $50Kannual
2025-04-07iShares Russell 1000 Growth ETF PurchaseJoint$1,001 – $15Kannual
2025-03-28Real Estate - Primary Residence PurchaseJoint$1.0M – $5.0Mannual
2025-02-14Allspring Special Mid Cap Value Fund - Institutional Class PurchaseJoint$15K – $50Kannual
2024-11-15Fidelity Total Bond ETF PurchaseJoint$15K – $50Kannual
2024-11-15Wasatch Small Cap Value Fund Sale (Full)Joint$1,001 – $15Kannual
2024-11-15Metropolitan West Total Return Bond Fd Cl I Sale (Full)Joint$100K – $250Kannual
2024-10-11Fidelity Total Bond ETF PurchaseJoint$1,001 – $15Kannual
2024-10-11Russell Midcap Growth Ishares ETF PurchaseJoint$15K – $50Kannual
2024-09-18Real Estate - Primary Residence Sale (Full)Joint$1.0M – $5.0Mannual
2024-09-06Fidelity Total Bond ETF PurchaseJoint$15K – $50Kannual
2024-09-06Clearbridge Small Cap Growth Fd Cl I Sale (Full)Joint$1,001 – $15Kannual
2024-06-04OJGE - IBM Target Risk Income Plus (Blended) Sale (Full)Joint$15K – $50Kannual
2024-06-04OJFE - Vanguard Total Stock market Index (Domestic) Sale (Full)Joint$100K – $250Kannual
2024-06-04OJFF - State Street Global Advisers International Stocks Market Index Sale (Full)Joint$15K – $50Kannual
2024-06-04OJFO - Vanguard Small Cap Value IDX Sale (Full)Joint$15K – $50Kannual
2024-06-04ODFJ - BlackRock U.S. Real Estate Sale (Full)Joint$15K – $50Kannual
2024-04-29Russell 1000 Growth Ishares ETF PurchaseJoint$15K – $50Kannual
2024-04-24Fidelity Total Bond ETF PurchaseJoint$15K – $50Kannual
2024-04-24Pimco Low Duration Income Fund Class I-2 Sale (Full)Joint$100K – $250Kannual
2024-04-24Russell 1000 Value Ishares ETF PurchaseJoint$15K – $50Kannual
2024-04-24S&P 500 Ishares Core ETF PurchaseJoint$15K – $50Kannual
2024-04-24Oakmark Fund Institutional Class PurchaseJoint$15K – $50Kannual
2024-04-24The Hartford Dividend & Growth Fund Class I PurchaseJoint$15K – $50Kannual
2024-04-24Blackrock Total Return Fund Class I PurchaseJoint$50K – $100Kannual
2024-04-24The Bond Fd of America Class F-2 Shares PurchaseJoint$50K – $100Kannual
2024-04-24Emrg Mkts Ishares Core MSCI ETF PurchaseJoint$15K – $50Kannual
2024-04-22North Carolina Inflation Responsive Fund Sale (Full)Joint$1,001 – $15Kannual
2024-04-22North Carolina International Fund Sale (Full)Joint$15K – $50Kannual
2024-04-22North Carolina Small/Mid Cap Core Fund Sale (Full)Joint$1,001 – $15Kannual
2024-04-22North Carolina Large Cap Index Fund Sale (Full)Joint$15K – $50Kannual
2024-04-22North Carolina Fixed Income Fund Sale (Full)Joint$15K – $50Kannual
2024-04-22North Carolina Treasury Inflation Protected Securities Sale (Full)Joint$1,001 – $15Kannual
2024-04-22North Carolina Stable Value Fund Sale (Full)Joint$1,001 – $15Kannual
2024-04-05Fidelity Total Bond ETF PurchaseJoint$100K – $250Kannual
2024-04-05Western Asset Core Plus Bond Fund Class I Sale (Full)Joint$50K – $100Kannual
2024-04-0520+ Year Treas Bond Ishares ETF Sale (Full)Joint$15K – $50Kannual
2023-12-08Pimco Income Fund Class I-2 PurchaseJoint$100K – $250Kannual
2023-12-08Harbor Capital Appreciation Fund - Retirement Cl Sale (Partial)Joint$1,001 – $15Kannual
2023-12-08Principal Funds Inc. - Midcap Fund Class R6 Sale (Partial)Joint$15K – $50Kannual
2023-12-07Transamerica Bond Class I Sale (Full)Joint$100K – $250Kannual
2023-12-07T. Rowe Price Institutional Emerging Markets Equ Sale (Full)Joint$15K – $50Kannual
2023-09-25Pimco Low Duration Income Fund Class I-2 Sale (Partial)Joint$1,001 – $15Kannual
2023-09-25Gqg Partners Emerging Markets Equity Fund Instit Sale (Partial)Joint$15K – $50Kannual
2023-09-25Oakmark Fund Institutional Class Sale (Partial)Joint$15K – $50Kannual
2023-09-25Nuance Mid Cap Value Fund Institutional Cl PurchaseJoint$1,001 – $15Kannual
2023-09-25Goldman Sachs Gqg Partners International Opportu Sale (Partial)Joint$1,001 – $15Kannual
2023-09-25The Bond Fd of America Class F-2 Shares PurchaseJoint$1,001 – $15Kannual
2023-09-25The Hartford Dividend & Growth Fund Class I Sale (Partial)Joint$15K – $50Kannual
2023-09-25Western Asset Core Plus Bond Fund Class I PurchaseJoint$1,001 – $15Kannual
2023-09-25Edgewood Growth Fund Insti Sale (Partial)Joint$15K – $50Kannual
2023-09-25Blackrock Total Return Fund Class I PurchaseJoint$1,001 – $15Kannual
2023-09-25Wasatch Small Cap Value Fund Sale (Partial)Joint$1,001 – $15Kannual
2023-09-22iShares Core S&P 500 ETF PurchaseJoint$50K – $100Kannual
2023-09-22iShares Russell 1000 Growth ETF PurchaseJoint$50K – $100Kannual
2023-09-22iShares Russell 1000 Value ETF Sale (Partial)Joint$15K – $50Kannual
2023-09-22iShares Core MSCI Emerging Markets ETF Sale (Partial)Joint$1,001 – $15Kannual
2023-06-13Blackrock Total Return Fund Class I PurchaseJoint$15K – $50Kannual
2023-06-13iShares Russell 1000 Growth ETF Sale (Partial)Joint$1,001 – $15Kannual
2023-06-13iShares Russell 1000 Value ETF PurchaseJoint$1,001 – $15Kannual
2023-06-13iShares Core MSCI EAFE ETF PurchaseJoint$1,001 – $15Kannual
2023-06-12Pimco Low Duration Income Fund Class I-2 Sale (Partial)Joint$15K – $50Kannual
2023-06-12Gqg Partners Emerging Markets Equity Fund Instit Sale (Partial)Joint$1,001 – $15Kannual
2023-06-12Oakmark Fund Institutional Class Sale (Partial)Joint$1,001 – $15Kannual
2023-06-12The Bond Fd of America Class F-2 Shares PurchaseJoint$15K – $50Kannual
2023-06-12Western Asset Core Plus Bond Fund Class I PurchaseJoint$1,001 – $15Kannual
2023-06-12Edgewood Growth Fund Insti Sale (Partial)Joint$1,001 – $15Kannual
2023-06-12Metropolitan West Total Return Bond Fd Cl I PurchaseJoint$15K – $50Kannual
2023-06-0920+ Year Treas Bond Ishares ETF PurchaseJoint$1,001 – $15Kannual
2023-04-04iShares Russell Midcap Growth ETF PurchaseJoint$1,001 – $15Kannual
2023-04-04iShares Core MSCI EAFE ETF PurchaseJoint$100K – $250Kannual
2023-04-04Pimco Low Duration Income Fund Class I-2 PurchaseJoint$1,001 – $15Kannual
2023-04-04The Hartford Dividend & Growth Fund Class I PurchaseJoint$1,001 – $15Kannual
2023-04-03MFS Mid Cap Growth Fund - Class I Sale (Full)Joint$1,001 – $15Kannual
2023-04-03Goldman Sachs Gqg Partners International Opportu Sale (Partial)Joint$15K – $50Kannual
2023-04-03Causeway International Value Fund - Institutiona Sale (Partial)Joint$15K – $50Kannual
2023-03-31John Hancock Funds III International Growth Fund Sale (Full)Joint$50K – $100Kannual
2023-03-03Gqg Partners Emerging Markets Equity Fund Instit PurchaseJoint$1,001 – $15Kannual
2023-02-2220+ Year Treas Bond Ishares ETF PurchaseJoint$1,001 – $15Kannual
2022-12-29iShares Russell 1000 Growth ETF PurchaseJoint$1,001 – $15Kannual
2022-12-29iShares 20+ Year Treasury Bond ETF PurchaseJoint$1,001 – $15Kannual
2022-12-28Nuance Mid Cap Value Fund Institutional Cl PurchaseJoint$1,001 – $15Kannual
2022-12-27Edgewood Growth Fund Insti PurchaseJoint$1,001 – $15Kannual
2022-12-22John Hancock Funds III International Growth Fund PurchaseJoint$1,001 – $15Kannual
2022-12-22The Hartford Dividend & Growth Fund Class I PurchaseJoint$1,001 – $15Kannual
2022-12-22Wasatch Small Cap Value Fund PurchaseJoint$1,001 – $15Kannual
2022-12-13iShares Russell 1000 Growth ETF PurchaseJoint$1,001 – $15Kannual
2022-12-13iShares 20+ Year Treasury Bond ETF PurchaseJoint$1,001 – $15Kannual
2022-12-12Pimco Low Duration Income Fund Class I-2 PurchaseJoint$1,001 – $15Kannual
2022-12-12Gqg Partners Emerging Markets Equity Fund Instit PurchaseJoint$1,001 – $15Kannual
2022-12-12The Hartford International Value Fund Class I Sale (Full)Joint$15K – $50Kannual
2022-12-12MFS Mid Cap Growth Fund - Class I PurchaseJoint$1,001 – $15Kannual
2022-12-12John Hancock Funds III International Growth Fund PurchaseJoint$1,001 – $15Kannual
2022-12-12Oakmark Fund Institutional Class PurchaseJoint$1,001 – $15Kannual
2022-12-12Nuance Mid Cap Value Fund Institutional Cl PurchaseJoint$1,001 – $15Kannual
2022-12-12Goldman Sachs Gqg Partners International Opportu PurchaseJoint$1,001 – $15Kannual
2022-12-12The Bond Fd of America Class F-2 Shares PurchaseJoint$1,001 – $15Kannual
2022-12-12The Hartford Dividend & Growth Fund Class I PurchaseJoint$1,001 – $15Kannual
2022-12-12Edgewood Growth Fund Insti PurchaseJoint$1,001 – $15Kannual
2022-12-12Metropolitan West Total Return Bond Fd Cl I PurchaseJoint$15K – $50Kannual
2022-12-12Blackrock Total Return Fund Class I PurchaseJoint$1,001 – $15Kannual
2022-12-09Transamerica Bond Class I PurchaseJoint$100K – $250Kannual
2022-12-09Clearbridge Small Cap Growth Fd Cl I PurchaseJoint$1,001 – $15Kannual
2022-12-09Causeway International Value Fund - Institutiona PurchaseJoint$1,001 – $15Kannual
2022-12-09Western Asset Core Plus Bond Fund Class I PurchaseJoint$1,001 – $15Kannual
2022-12-09Wasatch Small Cap Value Fund PurchaseJoint$1,001 – $15Kannual
2022-12-08Pimco Funds Low Duration Fund Institutional Shar Sale (Full)Joint$15K – $50Kannual
2022-12-08Nuveen High Yield Municipal Bd Fd Class I Sale (Full)Joint$15K – $50Kannual
2022-12-08Vanguard Intermediate-Term Tax-Exempt Fd Admiral Sale (Full)Joint$100K – $250Kannual
2022-09-09iShares Russell 1000 Growth ETF PurchaseJoint$50K – $100Kannual
2022-09-09iShares Core MSCI Emerging Markets ETF PurchaseJoint$15K – $50Kannual
2022-09-08Pimco Low Duration Income Fund Class I-2 PurchaseJoint$100K – $250Kannual
2022-09-08Gqg Partners Emerging Markets Equity Fund Instit PurchaseJoint$50K – $100Kannual
2022-09-08The Hartford International Value Fund Class I PurchaseJoint$15K – $50Kannual
2022-09-08MFS Mid Cap Growth Fund - Class I PurchaseJoint$15K – $50Kannual
2022-09-08John Hancock Funds III International Growth Fund PurchaseJoint$50K – $100Kannual
2022-09-08Oakmark Fund Institutional Class PurchaseJoint$15K – $50Kannual
2022-09-08Nuance Mid Cap Value Fund Institutional Cl PurchaseJoint$15K – $50Kannual
2022-09-08Goldman Sachs Gqg Partners International Opportu PurchaseJoint$50K – $100Kannual
2022-09-08The Bond Fd of America Class F-2 Shares PurchaseJoint$50K – $100Kannual
2022-09-08The Hartford Dividend & Growth Fund Class I PurchaseJoint$50K – $100Kannual
2022-09-08Clearbridge Small Cap Growth Fd Cl I PurchaseJoint$1,001 – $15Kannual
2022-09-08Causeway International Value Fund - Institutiona PurchaseJoint$15K – $50Kannual
2022-09-08Wasatch Small Cap Value Fund PurchaseJoint$15K – $50Kannual
2022-09-08Edgewood Growth Fund Insti PurchaseJoint$50K – $100Kannual
2022-09-08Metropolitan West Total Return Bond Fd Cl I PurchaseJoint$50K – $100Kannual
2022-09-08Dodge & Cox International Stock Fund - Class I Sale (Full)Joint$100K – $250Kannual
2022-09-08Diamond Hill Long-Short Fund Class I Sale (Full)Joint$15K – $50Kannual
2022-09-08Blackrock Total Return Fund Class I PurchaseJoint$50K – $100Kannual
2022-09-07iShares 20+ Year Treasury Bond ETF PurchaseJoint$15K – $50Kannual
2022-09-06Pimco Funds Low Duration Fund Institutional Shar Sale (Full)Joint$50K – $100Kannual
2022-09-06T. Rowe Price Small-Cap Stock Fund - I Class Sale (Full)Joint$50K – $100Kannual
2022-09-06Principal Funds Inc. - Midcap Fund Class R6 Sale (Full)Joint$100K – $250Kannual
2022-09-06Harbor Capital Appreciation Fund - Retirement Cl Sale (Full)Joint$100K – $250Kannual
2022-09-06Western Asset Core Plus Bond Fund Class Is Sale (Full)Joint$100K – $250Kannual
2022-09-06T. Rowe Price Institutional Emerging Markets Equ Sale (Full)Joint$50K – $100Kannual
2022-09-03Western Asset Core Plus Bond Fund Class I PurchaseJoint$50K – $100Kannual
2022-08-30Kyndryl Holdings, Inc. Common Stock Sale (Full)Self$1,001 – $15K319
2022-06-12Eaton Vance Floating-Rate Fund - Class R6 Sale (Full)Joint$50K – $100Kannual
2021-05-21Harbor Capital Appreciation Fund - Retirement Cl Sale (Partial)Joint$50K – $100Kannual
2021-05-21Russell 1000 Value Ishares ETF PurchaseJoint$50K – $100Kannual
2021-05-10Eaton Vance Floating Rate Fund Insti Share Sale (Full)Joint$1,001 – $15Kannual
2020-07-14T. Rowe Price Small-Cap Stock Fund I Class Sale (Partial)Joint$50K – $100Kannual
2020-07-14T. Rowe Price Institutional Emerging Markets Equit Sale (Partial)Joint$50K – $100Kannual
2020-07-14Mondrian International Value Equity Fund Sale (Full)Joint$50K – $100Kannual
2020-07-14Western Asset Core Plus Bond Fund Class IS PurchaseJoint$15K – $50Kannual
2020-07-14PRINCIPAL MIDCAP FUND Class R-6 PurchaseJoint$15K – $50Kannual
2020-07-14Harbor Capital Appreciation Fund Retirement Class PurchaseJoint$50K – $100Kannual
2020-07-14Eaton Vance Floating Rate Fund Class R6 PurchaseJoint$15K – $50Kannual
2020-07-14Dodge & Cox International Stock Fund PurchaseJoint$15K – $50Kannual
2020-07-14Diamond Hill Long Short Fund Class I PurchaseJoint$1,001 – $15Kannual
2020-07-14Vanguard Intermediate-Term Tax-Exempt Fund Admiral PurchaseJoint$15K – $50Kannual
2020-07-14Dodge & Cox International Stock Fund PurchaseJoint$15K – $50Kannual
2020-07-14PIMCO Low Duration Fund Institutional Class Sale (Partial)Joint$15K – $50Kannual
2020-07-13Mondrian International Value Equity Fund Sale (Full)Joint$15K – $50Kannual
2020-05-20Vanguard Real Estate Index Fund ETF Shares Sale (Full)Joint$15K – $50Kannual
2020-05-20Vanguard Real Estate Index Fund ETF Shares Sale (Full)Joint$1,001 – $15Kannual
2020-05-19Credit Suisse Commodity Return Strategy Fund Class Sale (Full)Joint$1,001 – $15Kannual
2020-05-19PRINCIPAL MIDCAP FUND Class R-6 PurchaseJoint$15K – $50Kannual
2020-05-19PRINCIPAL MIDCAP FUND Class R-6 PurchaseJoint$1,001 – $15Kannual
2018-12-21MMNAX - Munder Mutual Fund Sale (Full)Joint$1,001 – $15Kannual
2018-12-21DPIEX - Mondrian International Equity Fund PurchaseJoint$1,001 – $15Kannual
2018-12-20CVS Health Corporation Sale (Full)Joint$1,001 – $15K69
2018-12-20Victory Portfolio Munder Multi-Cap Mutual Fund Sale (Full)Joint$1,001 – $15K69
2018-11-06North Carolina Treasury Inflation Protected Securities PurchaseJoint$1,001 – $15Kannual
2018-11-06North Carolina Large Cap Core Fund Sale (Full)Joint$1,001 – $15Kannual
2018-11-06North Carolina Global Equity Fund Sale (Full)Joint$15K – $50Kannual
2018-08-24PRINCIPAL MIDCAP FUND Class R-6 PurchaseJoint$15K – $50Kannual
2018-08-24Principal MidCap Fund Institutional Class Sale (Full)Joint$15K – $50Kannual
2018-08-24Principal MidCap Fund Institutional Class Sale (Full)Joint$15K – $50Kannual
2018-08-24PRINCIPAL MIDCAP FUND Class R-6 PurchaseJoint$15K – $50Kannual
2018-05-07Credit Suisse Commodity Return Strat I Sale (Full)Joint$1,001 – $15Kannual
2018-04-10North Carolina Small/Mid Cap Growth Fund Sale (Full)Self$1,001 – $15Kannual
2018-04-10North Carolina Small/Mid Cap Value Fund Sale (Full)Self$1,001 – $15Kannual
2018-04-10North Carolina Large Cap Growth Fund Sale (Full)Self$1,001 – $15Kannual
2018-04-10North Carolina Large Cap Value Fund Sale (Full)Self$1,001 – $15Kannual
2017-06-30Rental Property in Davidson, NC Sale (Full)Joint$100K – $250Kannual
2017-04-10North Carolina Small / Mid Cap Fund PurchaseSelf$1,001 – $15Kannual
2017-04-10North Carolina Large Cap Core Fund PurchaseSelf$1,001 – $15Kannual
2017-02-03Aquesta Financial Holdings, Inc. Sale (Full)Joint$1,001 – $15K14
2017-02-01Aquesta Financial Holdings, Inc. Sale (Partial)Joint$15K – $50K16
2017-01-26AQFH-Aquesta Financial Holdings, Inc. Sale (Partial)Joint$15K – $50K22
2017-01-05Vanguard Interm Term T/E FDM-ADM #542 Sale (Partial)Joint$15K – $50Kannual
2017-01-04PIMCO Low Duration FD I #36 Sale (Partial)Joint$15K – $50Kannual
2017-01-04Mondrian International Equity Sale (Partial)Joint$15K – $50Kannual
2017-01-04iShares Russell 2000 ETF Sale (Partial)Joint$50K – $100Kannual
2017-01-04Harbor Capital Appreciation Instl Sale (Partial)Joint$100K – $250Kannual
2017-01-04Driehaus Active Income Sale (Full)Joint$50K – $100Kannual
2016-08-15Real Estate (2530 Elmin Street) Sale (Full)Joint$50K – $100Kannual
2016-04-19iShares Russell 1000 Value ETF PurchaseJoint$15K – $50Kannual
2016-04-19Vanguard REIT ETF PurchaseJoint$1,001 – $15Kannual
2016-04-15Mondrian International Equity PurchaseJoint$1,001 – $15Kannual
2016-04-15Harbor Capital Appreciation Instl Sale (Partial)Joint$15K – $50Kannual
2016-04-15Dodge & Cox International Stock PurchaseJoint$15K – $50Kannual
2016-04-15Western Asset Core Plus Bond I PurchaseJoint$50K – $100Kannual
2016-03-18Eaton Vance Floating Rate I Sale (Partial)Joint$50K – $100Kannual
2016-03-15Western Asset Core Plus Bond I PurchaseJoint$1,001 – $15Kannual
2016-03-15PIMCO Low Duration Instl PurchaseJoint$1,001 – $15Kannual
2016-03-10Vanguard REIT ETF PurchaseJoint$15K – $50Kannual
2016-03-10iShares Trust - iShares Russell 2000 ETF Sale (Partial)Joint$50K – $100Kannual
2016-03-08T. Rowe Price Small-Cap Stock PurchaseJoint$15K – $50Kannual
2016-03-08T. Rowe Price Instl Emerging Mkts Eq PurchaseJoint$15K – $50Kannual
2016-03-08Western Asset Core Plus Bond I PurchaseJoint$15K – $50Kannual
2016-03-08Principal MidCap Institutional PurchaseJoint$15K – $50Kannual
2016-03-08PIMCO Low Duration Instl PurchaseJoint$1,001 – $15Kannual
2016-03-08Principal MidCap Institutional PurchaseJoint$15K – $50Kannual
2016-03-08Mondrian International Equity PurchaseJoint$50K – $100Kannual
2016-03-08Vanguard Interm-Term Tx-Ex Adm PurchaseJoint$15K – $50Kannual
2016-03-08PIMCO Low Duration Instl PurchaseJoint$15K – $50Kannual
2016-03-08Nuveen High Yield Municipal Bond I Sale (Partial)Joint$15K – $50Kannual
2016-02-26iShares Russell 2000 PurchaseJoint$100K – $250Kannual

Private funds

16private funds, LLCs and trusts with no ticker
0file a Form D with the SEC
—bought within 30 days of the fund's first sale

Where the money goes

Their trades in each (band midpoints) plus their largest year holding it. Funds that sell to outside investors file a Form D with the SEC, which names who runs them; family LLCs, trusts and private companies file nothing public. A trade made through a family LLC counts for the LLC and for what it bought.

AQFH-Aquesta Financial Holdings, Inc.
1 trades
$33K
North Carolina Fixed Income Fund
1 trades
$33K
North Carolina Global Equity Fund
1 trades
$33K
North Carolina International Fund
1 trades
$33K
North Carolina Large Cap Index Fund
1 trades
$33K
North Carolina Large Cap Core Fund
2 trades
$16K
North Carolina Inflation Responsive Fund
1 trades
$8,000
North Carolina Large Cap Growth Fund
1 trades
$8,000
North Carolina Large Cap Value Fund
1 trades
$8,000
North Carolina Small / Mid Cap Fund
1 trades
$8,000
North Carolina Small/Mid Cap Core Fund
1 trades
$8,000
North Carolina Small/Mid Cap Growth Fund
1 trades
$8,000
All 16, with what their filings say

Matched to SEC filers by name, so a match means "a filer with this name". Form D facts are from the newest one; manager figures from the SEC's monthly Form ADV file. Money is band midpoints, not dollars invested.

Fund or entityManagerFormedKindMinimumInvestorsFirst saleThey boughtTradedHeld
AQFH-Aquesta Financial Holdings, Inc.$15K – $50K
North Carolina Fixed Income Fund$15K – $50K
North Carolina Global Equity Fund$15K – $50K
North Carolina International Fund$15K – $50K
North Carolina Large Cap Index Fund$15K – $50K
North Carolina Large Cap Core Fund2017-04-10$2,002 – $30K
North Carolina Inflation Responsive Fund$1,001 – $15K
North Carolina Large Cap Growth Fund$1,001 – $15K
North Carolina Large Cap Value Fund$1,001 – $15K
North Carolina Small / Mid Cap Fund2017-04-10$1,001 – $15K
North Carolina Small/Mid Cap Core Fund$1,001 – $15K
North Carolina Small/Mid Cap Growth Fund$1,001 – $15K
North Carolina Small/Mid Cap Value Fund$1,001 – $15K
North Carolina Stable Value Fund$1,001 – $15K
Victory Portfolio Munder Multi-Cap Mutual Fund$1,001 – $15K
Western Asset Core Plus Bond Fund Class I2023-06-12$1,001 – $15K

Financial disclosures

35 reports

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

FiledReportEntries
Aug 12, 2026Annual Report for Calendar 202514
Jul 26, 2026Annual Report for Calendar 2024 (Amendment 1)33
May 14, 2026Annual Report for 2025 Due Date Extension 10
Aug 12, 2025Annual Report for Calendar 202432
Jul 16, 2025Annual Report for 2024 Due Date Extension 20
May 14, 2025Annual Report for 2024 Due Date Extension 10
Aug 9, 2024Annual Report for Calendar 202343
May 13, 2024Annual Report for 2023 Due Date Extension 10
Jul 18, 2023Annual Report for Calendar 202260
Jul 15, 2023Periodic Transaction Report for 07/15/20231
Jun 14, 2023Annual Report for 2022 Due Date Extension 20
May 11, 2023Annual Report for 2022 Due Date Extension 10
Jul 8, 2022Annual Report for Calendar 20214
Jun 15, 2022Annual Report for 2021 Due Date Extension 20
May 13, 2022Annual Report for 2021 Due Date Extension 10
May 17, 2021Annual Report for Calendar 202018
Aug 12, 2020Annual Report for Calendar 2018 (Amendment 2)9
Aug 12, 2020Annual Report for Calendar 201956
Apr 16, 2020Annual Report for 2019 Due Date Extension 10
Jul 31, 2019Annual Report for Calendar 2018 (Amendment 1)9
Jul 30, 2019Periodic Transaction Report for 02/27/2019 (Amendment 2)1
Jun 15, 2019Annual Report for Calendar 20189
Jun 15, 2019Periodic Transaction Report for 02/27/2019 (Amendment 1)1
May 14, 2019Annual Report for 2018 Due Date Extension 10
Feb 27, 2019Periodic Transaction Report for 02/27/20192
Oct 11, 2018Annual Report for Calendar 2017 (Amendment 1)14
Jul 10, 2018Annual Report for Calendar 201712
Jun 13, 2018Annual Report for 2017 Due Date Extension 20
May 7, 2018Annual Report for 2017 Due Date Extension 10
Sep 16, 2017Annual Report for Calendar 2016 (Amendment 1)22
Jun 4, 2017Annual Report for Calendar 201664
May 15, 2017Annual Report for 2016 Due Date Extension 10
Feb 17, 2017Periodic Transaction Report for 02/17/20173
Oct 11, 2016Annual Report for Calendar 2015 (Amendment 1)1
May 16, 2016Annual Report for Calendar 2015156

8 trades have a date that can't be right as filed (a year like 0217, a day after the report was filed, or outside the year an annual report covers); none fixed by an amendment.

Trades with a date that can't be right
Report filedTrade dateAssetProblemSince
Oct 11, 20162016-02-26iShares Russell 2000 (IWM)Outside the year the report coversFirst on an amendment
Jul 10, 20182018-04-10North Carolina Large Cap Value FundOutside the year the report coversRepeated on the amendment
Jul 10, 20182018-04-10North Carolina Large Cap Growth FundOutside the year the report coversRepeated on the amendment
Jul 10, 20182018-04-10North Carolina Small/Mid Cap Value FundOutside the year the report coversRepeated on the amendment
Jul 10, 20182018-04-10North Carolina Small/Mid Cap Growth FundOutside the year the report coversRepeated on the amendment
Jul 10, 20182018-05-07Credit Suisse Commodity Return Strat I (CRSOX)Outside the year the report coversRepeated on the amendment
Jul 8, 20222121-05-21iShares Global Tech ETF (IXN)Impossible dateNever amended
Aug 9, 20241013-09-25Metropolitan West Total Return Bond Fd Cl I (MWTIX)Impossible dateNever amended