Peter Welch D
Democratic senator from Vermont, serving since Jan 3, 2023. Up for re-election in 2028.
Among all 100 senators
Each dot is a senator; Welch 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
$249K
2023–24
$331K
2021–22
$5.4M
See the data
| Period | Raised | Individuals | PACs | Parties | Own money | Spent | Cash | Outside for | Outside against |
|---|---|---|---|---|---|---|---|---|---|
| 2025–26 | $248,839 | $78,874 | $45,000 | $0 | $0 | $356,361 | $1,605,730 | $0 | $0 |
| 2023–24 | $330,882 | $67,399 | $43,110 | $0 | $0 | $577,300 | $1,713,252 | $0 | $0 |
| 2021–22 | $5,390,837 | $2,134,174 | $951,043 | $52,833 | $0 | $3,431,166 | $1,959,670 | $1,510 | $0 |
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 Vermont versus everywhere else, each period.
- From Vermont
- From out of state
2025–26
$65K
2023–24
$56K
2021–22
$1.9M
Where it came from
- Less
- More
- Their state
Their donors' employers
Employers as donors wrote them, 2021 on (retired and not employed donors aside).
YALEET INC
$10K
KATSKY KORINS LLP
$8,700
BAIN CAPITAL
$8,700
AVENUE SOLUTIONS
$7,500
POMERLEAU REAL ESTATE
$7,300
TDS
$7,000
COMPREHENSIVE UROLOGY
$7,000
THORNTON LAW FIRM LLP
$6,800
THEGROUP
$6,500
CORNERSTONE GOVERNMENT AFFAIRS
$6,500
SHEARMAN & STERLING LLP
$6,450
STATE OF NH
$6,300
The largest donors, and the numbers
| Period | Itemized | Contributions | From VT | Retired donors |
|---|---|---|---|---|
| 2025–26 | $64,735 | 395 | 21% | 3% |
| 2023–24 | $56,186 | 410 | 22% | 5% |
| 2021–22 | $1,894,720 | 2,359 | 30% | 9% |
| Donor | Where | Employer, occupation | Total |
|---|---|---|---|
| METCALF, CHARLOTTE S | NORWICH, VT | NOT EMPLOYED, RETIRED | $11,600 |
| CARLSON, LEROY T. JR | CHICAGO, IL | TDS, VICE CHAIR | $7,000 |
| RECHNITZ, JOAN | RED BANK, NJ | $6,600 | |
| STILLER, ROBERT | PALM BEACH, FL | NOT EMPLOYED, NOT EMPLOYED | $6,600 |
| LUTZ, CHRISTOPHER | CAMBRIDGE, MA | SELF-EMPLOYED, HISTORIAN | $6,550 |
| SPITZER, LYDIA S | NORTH POMFRET, VT | NOT EMPLOYED, NOT EMPLOYED | $6,300 |
| KANNENSTINE, MARGARET LAMPE | WOODSTOCK, VT | SELF-EMPLOYED, ARTIST | $6,200 |
| DONOFRIO, NICHOLAS MICHAEL | RIDGEFIELD, CT | NMD CONSULTING, FOUNDER AND PRESIDENT | $6,100 |
| SPRINGS, CLARE H | NAPLES, FL | SPRINGS & ASSOCIATES, ATTORNEY | $6,100 |
| ASCH, PETER ALAN | BURLINGTON, VT | TWINCRAFT, CEO | $5,800 |
| BEEUWKES, NANCY | CONCORD, MA | NOT EMPLOYED, RETIRED | $5,800 |
| BELDOCK, GREGG | CHARLOTTE, VT | BULLROCK CORP, CEO | $5,800 |
| BHAKTA, RAJ PETER | POULTNEY, VT | WHISTLEPIG, CEO | $5,800 |
| BORNSTEIN, SELMA | NORWICH, VT | NOT EMPLOYED, RETIRED | $5,800 |
| BRIGLIN, TIM C | THETFORD CENTER, VT | TUCKERMAN CAPITAL, INVESTMENT MANAGER | $5,800 |
| BUTLER, JILL | NORWICH, VT | SELF-EMPLOYED, RETAIL SALES | $5,800 |
| BYERS, BROOK H | MENLO PARK, CA | KLEINER PERKINS CAUFIELD & BYERS, VENTURE CAPITALIST | $5,800 |
| CAPSHAW-SPIELBERG, KATE | LOS ANGELES, CA | SELF-EMPLOYED, ARTIST | $5,800 |
| COLLINS, FARRELL | PINEHURST, NC | PINEHURST MEDICAL, PHYSICIAN | $5,800 |
| CROWE, ROBERT | PALM BEACH, FL | COMMONWEALTH GROUP, CHAIRMAN | $5,800 |
| DOWNEY, THOMAS | WASHINGTON, DC | DOWNEY MCGRATH GROUP, INC., PARTNER | $5,800 |
| DUDA, KENNETH | MENLO PARK, CA | ARISTA NETWORKS INC., SOFTWARE ENGINEERING | $5,800 |
| FERRO, KEVIN | DELRAY BEACH, FL | FERRO CAPITAL LLC, OWNER | $5,800 |
| FISH, GRETCHEN | WESTON, MA | EAF MANAGER INC, DIRECTOR | $5,800 |
| GRAHAM, PETER | HOUSTON, TX | ONE BETTER VENTURES LLC, INVESTOR | $5,800 |
Their biggest PAC and party givers
COLORADO SENATE VICTORY 2016
$51K
VELVET HAMMER PAC
$10K
LUJAN
$10K
SMART SOLUTIONS PAC
$10K
REV UP PAC
$10K
PURPOSE PAC
$10K
PINEAPPLE PAC
$10K
TAMMY BALDWIN VICTORY COMMITTEE
$10K
All 25
| Committee | Connected organization | Total | Gifts |
|---|---|---|---|
| DSCC | COLORADO SENATE VICTORY 2016 | $51,200 | 1 |
| LABORERS' INTERNATIONAL UNION OF NORTH AMERICA (LIUNA) PAC | LABORERS' INTERNATIONAL UNION OF NORTH AMERICA | $12,500 | 4 |
| UNITED FOOD AND COMMERCIAL WORKERS INTERNATIONAL UNION ACTIVE BALLOT CLUB | UNITED FOOD AND COMMERCIAL WORKERS INTERNATIONAL UNION | $11,000 | 3 |
| VELVET HAMMER PAC | $10,000 | 2 | |
| TURQUOISE PAC | LUJAN | $10,000 | 2 |
| SMART SOLUTIONS PAC | $10,000 | 2 | |
| REV UP PAC | $10,000 | 2 | |
| PURPOSE PAC | $10,000 | 2 | |
| PINEAPPLE PAC | $10,000 | 2 | |
| PEOPLE'S VOICE PAC | TAMMY BALDWIN VICTORY COMMITTEE | $10,000 | 2 |
| OCEANS PAC | WHITEHOUSE | $10,000 | 2 |
| NEA FUND FOR CHILDREN AND PUBLIC EDUCATION | NATIONAL EDUCATION ASSOCIATION | $10,000 | 2 |
| NATIONAL RESTAURANT ASSOCIATION PAC (RESTAURANT PAC) | $10,000 | 2 | |
| NATIONAL CONFECTIONERS ASSOCIATION OF THE UNITED STATES, INC. POLITICAL ACTION COMMITTEE (CANDY PAC) | NATIONAL CONFECTIONERS ASSOCIATION | $10,000 | 2 |
| NATIONAL ASSOCIATION OF REALTORS POLITICAL ACTION COMMITTEE | CALIFORNIA REAL ESTATE POLITICAL ACTION COMMITTEE | $10,000 | 2 |
| NATIONAL APARTMENT ASSOCIATION POLITICAL ACTION COMMITTEE | NATIONAL APARTMENT ASSOCIATION | $10,000 | 4 |
| NARRAGANSETT BAY PAC | $10,000 | 2 | |
| MOTOR CITY PAC | $10,000 | 2 | |
| MAKE IT WORK PAC | KING | $10,000 | 3 |
| MACHINISTS NON PARTISAN POLITICAL LEAGUE OF THE INTERNATIONAL ASSOCIATION OF MACHINISTS & AEROSPACE WORKERS | INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS | $10,000 | 2 |
| LOBO PAC | $10,000 | 2 | |
| INTERNATIONAL ASSOCIATION OF FIREFIGHTERS INTERESTED IN REGISTRATION AND EDUCATION PAC | INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS | $10,000 | 3 |
| IMPACT | $10,000 | 2 | |
| HOOPS PAC | WYDEN | $10,000 | 2 |
| FORWARD TOGETHER PAC | WARNER | $10,000 | 2 |
Outside spending for and against them
- Against them
- For them
All of it
$1,510
Who spent it
PROTECT THE VOTE
$1,500
SIERRA CLUB INDEPENDENT ACTION
$10
See the data
| Spender | For or against | Total | Reports |
|---|---|---|---|
| PROTECT THE VOTE | for | $1,500 | 1 |
| SIERRA CLUB INDEPENDENT ACTION | for | $10 | 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).
$18K
All 25
How they've voted lately
Their last 150 roll calls in the 119th Congress, oldest to newest.
- Yea
- Nay
- Not voting
- Against their party
Apr 28, 2026Sep 30, 2026
On the most-lobbied bills
How many clients' lobbying reports named each bill; the bar's color is their vote on its deciding roll call.
H.R. 1
An act to provide for reconciliation pursuant to title II of H. Con. R…
3,419 clients
H.R. 2670
National Defense Authorization Act for Fiscal Year 2024
959 clients
S. 2296
National Defense Authorization Act for Fiscal Year 2026
863 clients
S. 4784
National Defense Authorization Act for Fiscal Year 2027
848 clients
H.R. 1968
Full-Year Continuing Appropriations and Extensions Act, 2025
812 clients
S. 2226
National Defense Authorization Act for Fiscal Year 2024
745 clients
H.R. 4366
Consolidated Appropriations Act, 2024
728 clients
H.R. 4016
Department of Defense Appropriations Act, 2026
711 clients
H.R. 10545
American Relief Act, 2025
599 clients
H.R. 7024
Tax Relief for American Families and Workers Act of 2024
573 clients
H.R. 2882
Further Consolidated Appropriations Act, 2024
553 clients
H.Con.Res. 14
Establishing the congressional budget for the United States Government…
551 clients
H.R. 7148
Consolidated Appropriations Act, 2026
473 clients
H.R. 5371
Continuing Appropriations, Agriculture, Legislative Branch, Military C…
438 clients
H.R. 3935
FAA Reauthorization Act of 2024
414 clients
Every vote
| Date | Question | Measure | Vote | Result |
|---|---|---|---|---|
| Sep 30, 2026 | On the Nomination | PN1129 Keith Sonderling, of Florida, to be Secretary of Labor | nay | Nomination Confirmed |
| Sep 30, 2026 | On the Cloture Motion | PN1129 Keith Sonderling, of Florida, to be Secretary of Labor | nay | Cloture Motion Agreed to |
| Sep 30, 2026 | On Cloture on the Motion to Proceed | H.R. 9340 A bill to amend the Public Utility Regulatory Policies Act of 1978 to establish a Federal standard relating to the recovery of the full, inc | nay | Cloture on the Motion to Proceed Rejected |
| Sep 30, 2026 | On Cloture on the Motion to Proceed | H.R. 7008 A bill to amend chapter 131 of title 5 to require certain restrictions on stocks for Members of Congress and their spouses and dependents, a | nay | Cloture on the Motion to Proceed Rejected |
| Sep 29, 2026 | On the Motion to Discharge | S.Res. 852 A resolution requesting information on Israel's human rights practices pursuant to section 502B(c) of the Foreign Assistance Act of 1961. | yea | Motion to Discharge Rejected |
| Sep 29, 2026 | On the Motion to Proceed | S.J.Res. 197 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Cent | yea | Motion to Proceed Rejected |
| Sep 28, 2026 | On Passage of the Bill | S. 4668 A bill to protect the name, image, and likeness rights of, and provide protections for, student athletes and to promote fair competition amo | yea | Bill Passed |
| Sep 28, 2026 | On the Amendment | S. 4668 To establish certain standards with respect to coaches of varsity sports teams. | yea | Amendment Rejected |
| Sep 28, 2026 | On the Amendment | S. 4668 To increase the limitation on funding for post-eligibility insurance and catastrophic injury for student athletes. | yea | Amendment Rejected |
| Sep 28, 2026 | On the Amendment | S. 4668 To limit price increases for college athletics tickets. | yea | Amendment Rejected |
| Sep 28, 2026 | On the Amendment | S. 4668 To improve the bill. | nay | Amendment Rejected |
| Sep 28, 2026 | On the Amendment | S. 4668 To modify the provision relating to the relationship of this Act to existing law. | yea | Amendment Agreed to |
| Sep 24, 2026 | On the Concurrent Resolution | H.Con.Res. 89 A concurrent resolution directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces | yea | Concurrent Resolution Rejected |
| Sep 24, 2026 | On the Cloture Motion | S. 4668 A bill to protect the name, image, and likeness rights of, and provide protections for, student athletes and to promote fair competition amo | yea | Cloture Motion Agreed to |
| Sep 24, 2026 | On the Amendment | S. 4668 In the nature of a substitute. | yea | Amendment Agreed to |
| Sep 23, 2026 | On the Nomination | PN9991 Angela Veronica Colmenero, of Texas, to be United States District Judge for the Southern District of Texas | nay | Nomination Confirmed |
| Sep 22, 2026 | On the Cloture Motion | S. 4668 In the nature of a substitute. | yea | Cloture Motion Agreed to |
| Sep 22, 2026 | On the Cloture Motion | PN9991 Angela Veronica Colmenero, of Texas, to be United States District Judge for the Southern District of Texas | nay | Cloture Motion Agreed to |
| Sep 17, 2026 | On the Nomination | PN9994 Kasdin Miller Mitchell, of Texas, to be United States District Judge for the Northern District of Texas | nay | Nomination Confirmed |
| Sep 17, 2026 | On the Cloture Motion | PN9994 Kasdin Miller Mitchell, of Texas, to be United States District Judge for the Northern District of Texas | nay | Cloture Motion Agreed to |
| Sep 17, 2026 | On the Motion to Proceed | S. 4668 A bill to protect the name, image, and likeness rights of, and provide protections for, student athletes and to promote fair competition amo | yea | Motion to Proceed Agreed to |
| Sep 15, 2026 | On Cloture on the Motion to Proceed | S. 4668 A bill to protect the name, image, and likeness rights of, and provide protections for, student athletes and to promote fair competition amo | yea | Cloture on the Motion to Proceed Agreed to |
| Sep 15, 2026 | On Cloture on the Motion to Proceed | H.R. 3633 To provide for a system of regulation of the offer and sale of digital commodities by the Securities and Exchange Commission and the Commodi | nay | Cloture on the Motion to Proceed Rejected |
| Sep 15, 2026 | On the Nomination | PN10933 Matthew R. Byrne, of Ohio, to be United States District Judge for the Southern District of Ohio | nay | Nomination Confirmed |
| Sep 14, 2026 | On the Cloture Motion | PN10933 Matthew R. Byrne, of Ohio, to be United States District Judge for the Southern District of Ohio | nay | Cloture Motion Agreed to |
| Aug 8, 2026 | On Cloture on the Motion to Proceed | S. 5271 A bill to amend the Help America Vote Act of 2002 to require voters to provide photo identification. | not voting | Cloture on the Motion to Proceed Rejected |
| Aug 8, 2026 | On the Nomination | PN1078 Todd Blanche, of Florida, to be Attorney General | nay | Nomination Confirmed |
| Aug 8, 2026 | On the Cloture Motion | PN1078 Todd Blanche, of Florida, to be Attorney General | nay | Cloture Motion Agreed to |
| Aug 8, 2026 | On Passage of the Bill | H.R. 6500 An act making continuing appropriations and extensions for fiscal year 2027, and for other purposes. | yea | Bill Passed |
| Aug 8, 2026 | On the Motion to Table | H.R. 6500 To strike section 2019. | yea | Motion to Table Agreed to |
| Aug 7, 2026 | On the Cloture Motion | H.R. 6500 In the nature of a substitute. | yea | Cloture Motion Agreed to |
| Aug 7, 2026 | On the Nomination | PN73011 Francis Brooke, of Virginia, to be Deputy Secretary of the Treasury; and George McMaster, of South Carolina, to be an Assistant Secretary of | nay | Nomination Confirmed |
| Aug 7, 2026 | On Passage of the Bill | H.R. 5334 An act to impose sanctions and other measures with respect to the Russian Federation, as championed by the late Senator Lindsey O. Graham, a | nay | Bill Passed |
| Aug 7, 2026 | On the Amendment | H.R. 5334 To strike the provision relating to duties on countries that purchase Russian-origin crude oil or natural gas or facilitate sanctions evasio | yea | Amendment Rejected |
| Aug 5, 2026 | On the Motion to Proceed | S.J.Res. 187 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Envi | yea | Motion to Proceed Rejected |
| Aug 5, 2026 | On the Cloture Motion | PN73011 Francis Brooke, of Virginia, to be Deputy Secretary of the Treasury; and George McMaster, of South Carolina, to be an Assistant Secretary of | nay | Cloture Motion Agreed to |
| Aug 5, 2026 | On the Nomination | PN932 Erica Schwartz, of Florida, to be Director of the Centers for Disease Control and Prevention | nay | Nomination Confirmed |
| Aug 5, 2026 | On the Cloture Motion | PN932 Erica Schwartz, of Florida, to be Director of the Centers for Disease Control and Prevention | nay | Cloture Motion Agreed to |
| Aug 3, 2026 | On Cloture on the Motion to Proceed | H.R. 6500 A bill to extend duty-free treatment provided with respect to imports from certain countries in Africa under the African Growth and Opportun | not voting | Cloture on the Motion to Proceed Agreed to |
| Jul 30, 2026 | On the Resolution | S.Res. 817 An executive resolution authorizing the en bloc consideration in Executive Session of certain nominations on the Executive Calendar. | nay | Resolution Agreed to |
| Jul 30, 2026 | On the Motion to Discharge | S.J.Res. 181 A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that | yea | Motion to Discharge Rejected |
| Jul 30, 2026 | On the Motion to Proceed | S.J.Res. 199 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Depa | yea | Motion to Proceed Rejected |
| Jul 29, 2026 | On the Cloture Motion | S.Res. 817 An executive resolution authorizing the en bloc consideration in Executive Session of certain nominations on the Executive Calendar. | nay | Cloture Motion Agreed to |
| Jul 29, 2026 | On the Motion to Proceed | H.R. 5334 A bill to amend the Internal Revenue Code of 1986 to allow early childhood educators to take the educator expense deduction, and for other p | nay | Motion to Proceed Agreed to |
| Jul 28, 2026 | On Cloture on the Motion to Proceed | H.R. 5334 A bill to amend the Internal Revenue Code of 1986 to allow early childhood educators to take the educator expense deduction, and for other p | nay | Cloture on the Motion to Proceed Agreed to |
| Jul 28, 2026 | On the Nomination | PN1092 Walter Clayton, of New York, to be Director of National Intelligence | nay | Nomination Confirmed |
| Jul 27, 2026 | On the Cloture Motion | PN1092 Walter Clayton, of New York, to be Director of National Intelligence | not voting | Cloture Motion Agreed to |
| Jul 23, 2026 | On the Nomination | PN9995 Antonio M. Pozos, of Pennsylvania, to be United States District Judge for the Eastern District of Pennsylvania | nay | Nomination Confirmed |
| Jul 23, 2026 | On the Nomination | PN9996 Daniel Mack Traynor, of North Dakota, to be United States Circuit Judge for the Eighth Circuit | nay | Nomination Confirmed |
| Jul 23, 2026 | On the Motion to Discharge | S.J.Res. 180 A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that | yea | Motion to Discharge Rejected |
| Jul 22, 2026 | On the Cloture Motion | PN9996 Daniel Mack Traynor, of North Dakota, to be United States Circuit Judge for the Eighth Circuit | nay | Cloture Motion Agreed to |
| Jul 22, 2026 | On the Cloture Motion | PN9995 Antonio M. Pozos, of Pennsylvania, to be United States District Judge for the Eastern District of Pennsylvania | nay | Cloture Motion Agreed to |
| Jul 22, 2026 | On the Nomination | PN9993 Michael C. Martin, of Michigan, to be United States District Judge for the Eastern District of Michigan | nay | Nomination Confirmed |
| Jul 22, 2026 | On the Cloture Motion | PN9993 Michael C. Martin, of Michigan, to be United States District Judge for the Eastern District of Michigan | nay | Cloture Motion Agreed to |
| Jul 22, 2026 | On the Nomination | PN9381 Benjamin M. Flowers, of Ohio, to be United States Circuit Judge for the Sixth Circuit | nay | Nomination Confirmed |
| Jul 21, 2026 | On the Nomination | PN8518 Kara Marie Westercamp, of Virginia, to be a Judge of the United States Court of International Trade | nay | Nomination Confirmed |
| Jul 20, 2026 | On the Cloture Motion | PN9381 Benjamin M. Flowers, of Ohio, to be United States Circuit Judge for the Sixth Circuit | nay | Cloture Motion Agreed to |
| Jul 16, 2026 | On the Motion to Proceed | S.J.Res. 198 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Cent | yea | Motion to Proceed Rejected |
| Jul 16, 2026 | On the Cloture Motion | PN8518 Kara Marie Westercamp, of Virginia, to be a Judge of the United States Court of International Trade | nay | Cloture Motion Agreed to |
| Jul 15, 2026 | On the Nomination | PN9304 Jeffrey T. Kuntz, of Florida, to be United States District Judge for the Southern District of Florida | nay | Nomination Confirmed |
| Jul 15, 2026 | On the Cloture Motion | PN9304 Jeffrey T. Kuntz, of Florida, to be United States District Judge for the Southern District of Florida | nay | Cloture Motion Agreed to |
| Jul 14, 2026 | On Cloture on the Motion to Proceed | S. 4784 An original bill to authorize appropriations for fiscal year 2027 for military activities of the Department of Defense, for military constru | nay | Cloture on the Motion to Proceed Rejected |
| Jul 14, 2026 | On the Nomination | PN9382 Matthew A. Schwartz, of New York, to be United States Circuit Judge for the Second Circuit | nay | Nomination Confirmed |
| Jul 13, 2026 | On the Nomination | PN9303 Arthur Roberts Jones, of Texas, to be United States District Judge for the Southern District of Texas | nay | Nomination Confirmed |
| Jun 24, 2026 | On the Motion to Proceed | S.J.Res. 185 A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that | yea | Motion to Proceed Rejected |
| Jun 24, 2026 | On the Cloture Motion | PN9382 Matthew A. Schwartz, of New York, to be United States Circuit Judge for the Second Circuit | nay | Cloture Motion Agreed to |
| Jun 24, 2026 | On the Motion to Proceed | S.J.Res. 196 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Depa | yea | Motion to Proceed Rejected |
| Jun 24, 2026 | On the Cloture Motion | PN9303 Arthur Roberts Jones, of Texas, to be United States District Judge for the Southern District of Texas | nay | Cloture Motion Agreed to |
| Jun 24, 2026 | On the Nomination | PN9302 Michael J. Hendershot, of Ohio, to be United States District Judge for the Northern District of Ohio | nay | Nomination Confirmed |
| Jun 24, 2026 | On the Cloture Motion | PN9302 Michael J. Hendershot, of Ohio, to be United States District Judge for the Northern District of Ohio | nay | Cloture Motion Agreed to |
| Jun 24, 2026 | On the Nomination | PN9307 John George Edward Marck, of Texas, to be United States District Judge for the Southern District of Texas | nay | Nomination Confirmed |
| Jun 24, 2026 | On the Cloture Motion | PN9307 John George Edward Marck, of Texas, to be United States District Judge for the Southern District of Texas | nay | Cloture Motion Agreed to |
| Jun 23, 2026 | On the Concurrent Resolution | H.Con.Res. 86 A concurrent resolution directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces | yea | Concurrent Resolution Agreed to |
| Jun 23, 2026 | On the Nomination | PN8593 Darrell Owens, of Pennsylvania, to be U.S. Representative to the Organization for Security and Cooperation in Europe, with the rank of Ambas | yeaagainst party | Nomination Confirmed |
| Jun 22, 2026 | On the Motion | H.R. 6644 A bill a bill to increase the supply of housing in America, and for other purposes. | yea | Motion Agreed to |
| Jun 18, 2026 | On the Nomination | PN73033 George Holding, of North Carolina, to be United States Director of the European Bank for Reconstruction and Development | nay | Nomination Confirmed |
| Jun 18, 2026 | On the Cloture Motion | H.R. 6644 A bill a bill to increase the supply of housing in America, and for other purposes. | yea | Cloture Motion Agreed to |
| Jun 17, 2026 | On the Motion to Discharge | S.Res. 616 A resolution requesting information on Honduras's human rights practices pursuant to section 502B(c) of the Foreign Assistance Act of 1961. | yea | Motion to Discharge Rejected |
| Jun 17, 2026 | On the Cloture Motion | PN73033 George Holding, of North Carolina, to be United States Director of the European Bank for Reconstruction and Development | nay | Cloture Motion Agreed to |
| Jun 17, 2026 | On the Nomination | PN9018 Michelle Steel, of California, to be Ambassador to the Republic of Korea | nay | Nomination Confirmed |
| Jun 17, 2026 | On the Cloture Motion | PN9018 Michelle Steel, of California, to be Ambassador to the Republic of Korea | nay | Cloture Motion Agreed to |
| Jun 16, 2026 | On the Motion to Proceed | H.R. 6644 A bill a bill to increase the supply of housing in America, and for other purposes. | yea | Motion to Proceed Agreed to |
| Jun 16, 2026 | On the Motion to Discharge | S.J.Res. 172 A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that | yea | Motion to Discharge Rejected |
| Jun 16, 2026 | On the Motion to Proceed | S.J.Res. 190 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Exec | yea | Motion to Proceed Rejected |
| Jun 15, 2026 | On the Nomination | PN8517 Justin D. Smith, of Missouri, to be United States Circuit Judge for the Eighth Circuit | nay | Nomination Confirmed |
| Jun 11, 2026 | On the Cloture Motion | PN8517 Justin D. Smith, of Missouri, to be United States Circuit Judge for the Eighth Circuit | nay | Cloture Motion Agreed to |
| Jun 11, 2026 | On the Nomination | PN9014 Brock Dahl, of Maryland, to be Legal Adviser of the Department of State | nay | Nomination Confirmed |
| Jun 10, 2026 | On the Cloture Motion | PN9014 Brock Dahl, of Maryland, to be Legal Adviser of the Department of State | nay | Cloture Motion Agreed to |
| Jun 10, 2026 | On the Nomination | PN8515 Anthony J. Powell, of Kansas, to be United States District Judge for the District of Kansas | nay | Nomination Confirmed |
| Jun 10, 2026 | On the Cloture Motion | PN8515 Anthony J. Powell, of Kansas, to be United States District Judge for the District of Kansas | nay | Cloture Motion Agreed to |
| Jun 9, 2026 | On the Nomination | PN8514 Anthony W. Mattivi, of Kansas, to be United States District Judge for the District of Kansas | nay | Nomination Confirmed |
| Jun 8, 2026 | On the Cloture Motion | PN8514 Anthony W. Mattivi, of Kansas, to be United States District Judge for the District of Kansas | nay | Cloture Motion Agreed to |
| Jun 5, 2026 | On the Motion to Proceed | S. 1318 A bill to direct the American Battle Monuments Commission to establish a program to identify American-Jewish servicemembers buried in United | nay | Motion to Proceed Rejected |
| Jun 5, 2026 | On Passage of the Bill | S. 2 An original bill to provide for reconciliation pursuant to title II of S. Con. Res. 33. | nay | Bill Passed |
| Jun 5, 2026 | On the Motion | S. 2 To provide for limitations on judgments, awards, and compromise settlements under section 1304 of title 31, United States Code. | yea | Motion Rejected |
| Jun 5, 2026 | On the Motion | S. 2 To prohibit the use of funds to provide payments to certain individuals. | yea | Motion Rejected |
| Jun 5, 2026 | On the Amendment | S. 2 To appropriate amounts for local law enforcement hiring programs. | yea | Amendment Rejected |
| Jun 5, 2026 | On the Motion | S. 2 To provide compensation to law enforcement officers who defended the United States Capitol during the events that occurred at or near the Un | yea | Motion Rejected |
| Jun 5, 2026 | On the Motion | S. 2 To prohibit the Department of Justice from using taxpayer funds to make settlement payments to individuals convicted of assaulting law enfor | yea | Motion Rejected |
| Jun 5, 2026 | On the Amendment | S. 2 To make appropriations for transparency and accountability. | yea | Amendment Rejected |
| Jun 5, 2026 | On the Amendment | S. 2 To make funds available for the timely adjudication of DACA renewal applications. | yea | Amendment Rejected |
| Jun 5, 2026 | On the Amendment | S. 2 To rescind unobligated balances under the One Big Beautiful Bill Act. | yea | Amendment Rejected |
| Jun 5, 2026 | On the Amendment | S. 2 To transfer amounts for youth mentoring programs of the Department of Justice. | yea | Amendment Rejected |
| Jun 5, 2026 | On the Motion | S. 2 An original bill to provide for reconciliation pursuant to title II of S. Con. Res. 33. | yea | Motion Rejected |
| Jun 5, 2026 | On the Motion | S. 2 To repurpose funds previously appropriated for U.S. Immigration and Customs Enforcement for the timely processing of DACA applications and r | yea | Motion Rejected |
| Jun 5, 2026 | On the Motion | S. 2 To ensure only citizens are registered to vote in elections for Federal office, and to require voters to provide photo identification. | nay | Motion Rejected |
| Jun 4, 2026 | On the Motion | S. 2 To support the work performed by the Immigration Detention Ombudsman. | yea | Motion Rejected |
| Jun 4, 2026 | On the Motion | S. 2 To redirect funding for U.S. Immigration and Customs Enforcement to the Child Care and Development Block Grant program. | yea | Motion Rejected |
| Jun 4, 2026 | On the Motion | S. 2 To place reasonable limits on contributions to Super PACs which make independent expenditures. | yea | Motion Rejected |
| Jun 4, 2026 | On the Motion | S. 2 An original bill to provide for reconciliation pursuant to title II of S. Con. Res. 33. | yea | Motion Rejected |
| Jun 4, 2026 | On the Motion | S. 2 To make appropriations for the conduct of inspections of the Delaney Hall Detention Facility. | yea | Motion Rejected |
| Jun 4, 2026 | On the Motion | S. 2 To prohibit the distribution of Federal funds to individuals convicted of certain crimes. | yea | Motion Rejected |
| Jun 4, 2026 | On the Motion | S. 2 To ensure only citizens are registered to vote in elections for Federal office, and to require voters to provide photo identification, and f | nay | Motion Rejected |
| Jun 4, 2026 | On the Motion | S. 2 To prohibit an individual from acting as Director of National Intelligence if such individual is simultaneously serving as the head of any o | yea | Motion Rejected |
| Jun 4, 2026 | On the Motion | S. 2 To help build 7,000,000 new homes. | yea | Motion Rejected |
| Jun 4, 2026 | On the Motion | S. 2 An original bill to provide for reconciliation pursuant to title II of S. Con. Res. 33. | yea | Motion Rejected |
| Jun 4, 2026 | On the Motion | S. 2 To provide funding for the HOME Investment Partnerships program. | yea | Motion Rejected |
| Jun 4, 2026 | On the Motion | S. 2 To provide a clarification relating to, and to prohibit the use of funds for, the White House Ballroom. | yea | Motion Rejected |
| Jun 4, 2026 | On the Motion | S. 2 To reallocate funds that would have been used for the Anti-Weaponization Fund to fraud enforcement. | nay | Motion Rejected |
| Jun 4, 2026 | On the Motion | S. 2 An original bill to provide for reconciliation pursuant to title II of S. Con. Res. 33. | yea | Motion Rejected |
| Jun 3, 2026 | On the Motion to Proceed | S. 2 An original bill to provide for reconciliation pursuant to title II of S. Con. Res. 33. | nay | Motion to Proceed Agreed to |
| Jun 3, 2026 | On the Motion to Proceed | S.J.Res. 188 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Envi | yea | Motion to Proceed Rejected |
| Jun 2, 2026 | On the Nomination | PN8512 Jeffrey M. Kuhlman, of Kansas, to be United States District Judge for the District of Kansas | nay | Nomination Confirmed |
| Jun 2, 2026 | On the Cloture Motion | PN8512 Jeffrey M. Kuhlman, of Kansas, to be United States District Judge for the District of Kansas | nay | Cloture Motion Agreed to |
| Jun 2, 2026 | On the Nomination | PN8513 Kathleen S. Lane, of Montana, to be United States District Judge for the District of Montana | nay | Nomination Confirmed |
| Jun 1, 2026 | On the Cloture Motion | PN8513 Kathleen S. Lane, of Montana, to be United States District Judge for the District of Montana | nay | Cloture Motion Agreed to |
| May 20, 2026 | On the Nomination | PN8516 Evan Rikhye, of the Virgin Islands, to be Judge for the District Court of the Virgin Islands for a term of ten years | nay | Nomination Confirmed |
| May 19, 2026 | On the Motion to Discharge | S.J.Res. 185 A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that | yea | Motion to Discharge Agreed to |
| May 19, 2026 | On the Cloture Motion | PN8516 Evan Rikhye, of the Virgin Islands, to be Judge for the District Court of the Virgin Islands for a term of ten years | nay | Cloture Motion Agreed to |
| May 19, 2026 | On the Nomination | PN8511 Sheria Akins Clarke, of South Carolina, to be United States District Judge for the District of South Carolina | nay | Nomination Confirmed |
| May 19, 2026 | On the Cloture Motion | PN8511 Sheria Akins Clarke, of South Carolina, to be United States District Judge for the District of South Carolina | nay | Cloture Motion Agreed to |
| May 18, 2026 | On the Nomination | PN7261 Catherine Dillon, of Maryland, to be an Assistant Secretary of State (Educational and Cultural Affairs); and Ademola Adewale-Sadik, of New Y | nay | Nomination Confirmed |
| May 14, 2026 | On the Cloture Motion | PN8061 Andrew Benson, of Maine, to be United States Attorney for the District of Maine for the term of four years; and William Boyle, of North Caro | nay | Cloture Motion Agreed to |
| May 13, 2026 | On the Motion to Proceed | S.J.Res. 130 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Bure | yea | Motion to Proceed Rejected |
| May 13, 2026 | On the Motion to Proceed | S.J.Res. 141 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by Bureau o | yea | Motion to Proceed Rejected |
| May 13, 2026 | On the Motion to Proceed | S.J.Res. 132 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Bure | yea | Motion to Proceed Rejected |
| May 13, 2026 | On the Nomination | PN8551 Kevin Warsh, of Florida, to be Chairman of the Board of Governors of the Federal Reserve System for a term of four years | nay | Nomination Confirmed |
| May 13, 2026 | On Cloture on the Motion to Proceed | S.Res. 526 A resolution withholding the pay of Senators if a Government shutdown occurs. | yea | Cloture on the Motion to Proceed Agreed to |
| May 13, 2026 | On the Motion to Discharge | S.J.Res. 163 A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that | yea | Motion to Discharge Rejected |
| May 12, 2026 | On the Cloture Motion | PN8551 Kevin Warsh, of Florida, to be Chairman of the Board of Governors of the Federal Reserve System for a term of four years | nay | Cloture Motion Agreed to |
| May 12, 2026 | On the Nomination | PN8552 Kevin Warsh, of Florida, to be a Member of the Board of Governors of the Federal Reserve System for a term of fourteen years from February 1 | nay | Nomination Confirmed |
| May 11, 2026 | On the Cloture Motion | PN8552 Kevin Warsh, of Florida, to be a Member of the Board of Governors of the Federal Reserve System for a term of fourteen years from February 1 | nay | Cloture Motion Agreed to |
| May 11, 2026 | On the Resolution | S.Res. 690 An executive resolution authorizing the en bloc consideration in Executive Session of certain nominations on the Executive Calendar. | nay | Resolution Agreed to |
| Apr 30, 2026 | On the Motion to Discharge | S.J.Res. 184 A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Republic of Iran that | yea | Motion to Discharge Rejected |
| Apr 30, 2026 | On the Cloture Motion | S.Res. 690 An executive resolution authorizing the en bloc consideration in Executive Session of certain nominations on the Executive Calendar. | nay | Cloture Motion Agreed to |
| Apr 29, 2026 | On the Motion to Proceed | S.J.Res. 99 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by U.S. Cit | yea | Motion to Proceed Rejected |
| Apr 29, 2026 | On the Motion to Proceed | S.J.Res. 139 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Envi | yea | Motion to Proceed Rejected |
| Apr 29, 2026 | On the Nomination | PN73014 Robert Cekada, of Florida, to be Director, Bureau of Alcohol, Tobacco, Firearms, and Explosives | nay | Nomination Confirmed |
| Apr 28, 2026 | On the Point of Order | S.J.Res. 124 A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Republic of Cuba that have not | nay | Point of Order Well Taken |
| Apr 28, 2026 | On the Motion to Proceed | S.Res. 690 An executive resolution authorizing the en bloc consideration in Executive Session of certain nominations on the Executive Calendar. | nay | Motion to Proceed Agreed to |
What they sponsor bills about
119th Congress: 85 sponsored, 0 became law · 118th Congress: 93 sponsored, 0 became law · 117th Congress: 31 sponsored, 0 became law
Their bills
| Bill | Latest action |
|---|---|
| S.Res. 941 A resolution expressing support for the designation of the week of October 24, 2026, to October 31, 2026, as "Bat Week". | Sep 30, 2026 Submitted in the Senate, considered, and agreed to without amendment and with a preamble by Unanimous Consent. |
| S. 5525 Banning Toxics from Plastic Bottles Act of 2026 | Sep 24, 2026 Read twice and referred to the Committee on Commerce, Science, and Transportation. |
| S. 5472 Supporting Small Affordable Housing Developers Act | Sep 23, 2026 Read twice and referred to the Committee on Finance. |
| S. 5434 American Renewable Energy Act of 2026 | Sep 17, 2026 Read twice and referred to the Committee on Energy and Natural Resources. |
| S. 5281 Consumer Advocacy and Protection Act of 2026 | Aug 6, 2026 Read twice and referred to the Committee on Commerce, Science, and Transportation. |
| S. 4906 Milk From Family Dairies Act of 2026 | Jun 24, 2026 Read twice and referred to the Committee on Agriculture, Nutrition, and Forestry. |
| S. 5159 STRONG GRID Act of 2026 | Jul 29, 2026 Read twice and referred to the Committee on Energy and Natural Resources. |
| S. 5122 Inclusive Democracy Act of 2026 | Jul 23, 2026 Read twice and referred to the Committee on the Judiciary. |
| S. 5074 Enhancing Electric Grid Resilience Act | Jul 22, 2026 Read twice and referred to the Committee on Energy and Natural Resources. |
| S. 4995 Agricultural Worker Justice Act of 2026 | Jul 15, 2026 Read twice and referred to the Committee on Health, Education, Labor, and Pensions. |
| S. 4996 Fairness for Small-Scale Farmers and Ranchers Act of 2026 | Jul 15, 2026 Read twice and referred to the Committee on Agriculture, Nutrition, and Forestry. |
| S.Res. 805 A resolution celebrating the historic significance of the 2026 Federation Internationale de Football Association (FIFA) | Jul 15, 2026 Submitted in the Senate, considered, and agreed to without amendment and with a preamble by Unanimous Consent. |
| S. 4881 Unlocking Low-Income Taxpayer Clinic Funding Act | Jun 24, 2026 Read twice and referred to the Committee on Finance. |
| S. 4912 BUFFER Act | Jun 24, 2026 Read twice and referred to the Committee on Agriculture, Nutrition, and Forestry. |
| S.Res. 797 A resolution requesting information on Israel's human rights practices pursuant to section 502B(c) of the Foreign Assist | Jun 24, 2026 Referred to the Committee on Foreign Relations. (text: CR S3220) |
| S.Res. 767 A resolution celebrating the historic significance of the 2026 Federation Internationale de Football Association (FIFA) | Jun 11, 2026 Referred to the Committee on Commerce, Science, and Transportation. (text: CR S2768) |
| S.Res. 683 A resolution raising awareness of lake sturgeon. | Apr 22, 2026 Referred to the Committee on Environment and Public Works. (text: CR S1937-1938) |
| S. 4095 Justice for Hind Rajab Act | Mar 12, 2026 Read twice and referred to the Committee on Foreign Relations. (Sponsor introductory remarks on measure: CR S1 |
| S. 4169 Student Loan Interest Elimination Act | Mar 24, 2026 Read twice and referred to the Committee on Health, Education, Labor, and Pensions. |
| S. 4239 Plug Offshore Wells Act | Jul 15, 2026 Committee on Energy and Natural Resources Subcommittee on Public Lands, Forests, and Mining. Hearings held. |
| S.J.Res. 157 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule s | Mar 26, 2026 Read twice and referred to the Committee on Banking, Housing, and Urban Affairs. |
| S. 4182 FARM Home Loans Act of 2026 | Mar 24, 2026 Read twice and referred to the Committee on Agriculture, Nutrition, and Forestry. |
| S. 3926 E-Access Act | Feb 26, 2026 Read twice and referred to the Committee on Energy and Natural Resources. |
| S. 3861 Rural Innovation Stronger Economy (RISE) Reauthorization Act of 2026 | Feb 12, 2026 Read twice and referred to the Committee on Agriculture, Nutrition, and Forestry. |
| S. 3866 A bill to provide for updates to the Federal Aviation Administration type certification process to support development o | Feb 12, 2026 Read twice and referred to the Committee on Commerce, Science, and Transportation. |
| Congress | Sponsored | Became law | Cosponsored |
|---|---|---|---|
| 119th | 85 | 0 | 647 |
| 118th | 93 | 0 | 637 |
| 117th | 31 | 0 | 656 |
2 former staff now lobbying
THIFEEN WAHEEDDEEN
AMERICAN HOSPITAL ASSOCIATION
1 client
ALYSSA SLAIMEN
DIGITAL MEDIA ASSN
1 client
See the data
| Lobbyist | Former position, as they list it | Firms | Clients | Years |
|---|---|---|---|---|
| THIFEEN WAHEEDDEEN | Outreach and Policy Advisor, Congressman Peter Welch - U.S. House of Representatives, May 28th, 2019 - December 31st 2022. Policy Advisor, Senator Peter Welch - U.S. Senate, Jan 3rd, 2023 - Jan16th 2026. | AMERICAN HOSPITAL ASSOCIATION | 1 | 2026 |
| ALYSSA SLAIMEN | Senior Counsel, Senate Judiciary Committee/Senator Peter Welch (August 2023-July 2026) Law Clerk, Senate Judiciary Committee/Senator Patrick Leahy (May 2017-August 2017) | DIGITAL MEDIA ASSN | 1 | 2026 |
Subcommittees
- Judiciary: Antitrust, Competition Policy, and Consumer Rights
- Agriculture, Nutrition, and Forestry: Conservation, Forestry, Natural Resources, and Biotechnology
- Finance: Energy, Natural Resources, and Infrastructure
- Judiciary: Federal Courts, Oversight, Agency Action, and Federal Rights
- Finance: Health Care
- Judiciary: Intellectual Property
- Agriculture, Nutrition, and Forestry: Livestock, Dairy, Poultry, and Food Safety
- Agriculture, Nutrition, and Forestry: Rural Development, Energy, and Credit · Ranking Member
- Judiciary: the Constitution · Ranking Member
Holdings and trades
$6.8M – $18.9Mnet worth, 2025 report
324trades on their reports
—trades reported after 45 days
—typical time to report a trade
2reports filed on paper
0filing extensions
Net worth, year by year
Their annual reports' value bands added up, less their debts', from the least to the most they could be worth (spouse and dependents included, a home not), on a log scale.
Largest holdings, 2025 report
FDRXX - Fidelity Government Cash Reserves
Bank Deposit · Self · in Fidelity Brokerage #1
$1.0M+
FDGRX - Fidelity Growth Company Fund Retail Class
Mutual Funds · Self · in Fidelity Brokerage #1
$250K+
FDRXX - Fidelity Government Cash Reserves
Bank Deposit · Self · in Fidelity Traditional IRA
$250K+
FCNTX - Fidelity Contra Fund
Mutual Funds · Self · in Fidelity Traditional IRA
$250K+
FCVSX - Fidelity Convertible Securities Fund
Mutual Funds · Self · in Fidelity Traditional IRA
$250K+
VGPMX - Vanguard Global Capital Cycles Fund Investor Sha
Mutual Funds · Self · in Fidelity Traditional IRA
$250K+
XLI - SPDR Select Sector Fund - Industrial
Mutual Funds · Self · in Fidelity Traditional IRA
$250K+
SPLG - SPDR Portfolio S&P 500 ETF
Mutual Funds · Spouse · in Spinnaker Trust - Brokerage
$250K+
SNVXX - Charles Schwab Government Money Market
Bank Deposit · Self · in Charles Schwab - Brokerage
$250K+
VTI - Vanguard Total Stock Market ETF
Mutual Funds · Self · in Vanguard - Brokerage
$250K+
VYM - Vanguard High Dividend Yield ETF
Mutual Funds · Self · in Fidelity Brokerage #1
$100K+
SPAXX - Fidelity Government Money Market Fund
Bank Deposit · Self · in Fidelity Brokerage #2
$100K+
Their 25 largest holdings, as a table
| Asset | Kind | Owner | Value | Income |
|---|---|---|---|---|
| FDRXX - Fidelity Government Cash Reserves in Fidelity Brokerage #1 | Bank Deposit | Self | $1.0M – $5.0M | Excepted Investment Fund: $15K – $50K |
| FDGRX - Fidelity Growth Company Fund Retail Class in Fidelity Brokerage #1 | Mutual Funds | Self | $250K – $500K | Excepted Investment Fund: $5,001 – $15K |
| FDRXX - Fidelity Government Cash Reserves in Fidelity Traditional IRA | Bank Deposit | Self | $250K – $500K | Excepted Investment Fund: $0 – $200 |
| FCNTX - Fidelity Contra Fund in Fidelity Traditional IRA | Mutual Funds | Self | $250K – $500K | Excepted Investment Fund: $0 – $200 |
| FCVSX - Fidelity Convertible Securities Fund in Fidelity Traditional IRA | Mutual Funds | Self | $250K – $500K | Excepted Investment Fund: $0 – $200 |
| VGPMX - Vanguard Global Capital Cycles Fund Investor Sha in Fidelity Traditional IRA | Mutual Funds | Self | $250K – $500K | Excepted Investment Fund: $0 – $200 |
| XLI - SPDR Select Sector Fund - Industrial in Fidelity Traditional IRA | Mutual Funds | Self | $250K – $500K | Excepted Investment Fund: $0 – $200 |
| SPLG - SPDR Portfolio S&P 500 ETF in Spinnaker Trust - Brokerage | Mutual Funds | Spouse | $250K – $500K | Excepted Investment Fund: $2,501 – $5,000 |
| SNVXX - Charles Schwab Government Money Market in Charles Schwab - Brokerage | Bank Deposit | Self | $250K – $500K | Excepted Investment Fund: $5,001 – $15K |
| VTI - Vanguard Total Stock Market ETF in Vanguard - Brokerage | Mutual Funds | Self | $250K – $500K | Excepted Investment Fund: $5,001 – $15K |
| VYM - Vanguard High Dividend Yield ETF in Fidelity Brokerage #1 | Mutual Funds | Self | $100K – $250K | Excepted Investment Fund: $2,501 – $5,000 |
| SPAXX - Fidelity Government Money Market Fund in Fidelity Brokerage #2 | Bank Deposit | Self | $100K – $250K | Excepted Investment Fund: $2,501 – $5,000 |
| VTI - Vanguard Total Stock Market ETF in Fidelity Brokerage #2 | Mutual Funds | Self | $100K – $250K | Excepted Investment Fund: $1,001 – $2,500 |
| FIUIX - Fidelity Utilities Fund in Fidelity Traditional IRA | Mutual Funds | Self | $100K – $250K | Excepted Investment Fund: $0 – $200 |
| FBALX - Fidelity Balanced Fund in Fidelity Traditional IRA | Mutual Funds | Self | $100K – $250K | Excepted Investment Fund: $0 – $200 |
| RPV - Invesco S&P 500 Pure Value ETF in Fidelity Traditional IRA | Mutual Funds | Self | $100K – $250K | Excepted Investment Fund: $0 – $200 |
| EWZ - iShares Inc iShares MSCI Brazil ETF in Fidelity Traditional IRA | Mutual Funds | Self | $100K – $250K | Excepted Investment Fund: $0 – $200 |
| XLB - Materials Select Sector SPDR in Fidelity Traditional IRA | Mutual Funds | Self | $100K – $250K | Excepted Investment Fund: $0 – $200 |
| XLV - SPDR Select Sector Fund - Health Care in Fidelity Traditional IRA | Mutual Funds | Self | $100K – $250K | Excepted Investment Fund: $0 – $200 |
| XLU - SPDR Select Sector Fund - Utilities in Fidelity Traditional IRA | Mutual Funds | Self | $100K – $250K | Excepted Investment Fund: $0 – $200 |
| VIG - Vanguard Div Appreciation ETF in Fidelity Traditional IRA | Mutual Funds | Self | $100K – $250K | Excepted Investment Fund: $0 – $200 |
| VIOV - Vanguard S&P Small-Cap 600 Value ETF in Fidelity Traditional IRA | Mutual Funds | Self | $100K – $250K | Excepted Investment Fund: $0 – $200 |
| First American Government Obligations Fund in Spinnaker Trust - Brokerage | Bank Deposit | Spouse | $100K – $250K | Dividends: $2,501 – $5,000 |
| SUSA - iShares MSCI USA ESG Select ETF in Spinnaker Trust - Brokerage | Mutual Funds | Spouse | $100K – $250K | Excepted Investment Fund: $1,001 – $2,500 |
| XLK - SPDR Select Sector Fund - Technology in Spinnaker Trust - Brokerage | Mutual Funds | Spouse | $100K – $250K | Excepted Investment Fund: $1,001 – $2,500 |
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
Invesco QQQ Trust, Series 1
2022–2024 · $1.4M – $3.5M
16 trades
VanEck Vectors Mortgage REIT Income ETF (MORT)
2022–2023 · $700K – $1.4M
13 trades
iShares Russell 2000 ETF (IWM)
2024–2025 · $1.2M – $3.0M
12 trades
iShares Inc iShares MSCI Brazil ETF (EWZ)
2022–2024 · $705K – $1.8M
12 trades
iShares 20+ Year Treasury Bond ETF (TLT)
2022–2025 · $445K – $1.0M
10 trades
ProShares TR UltraPro Short S&P 500
2025–2025 · $700K – $1.7M
8 trades
TIAA CREF Large-Cap Value Fund
2022–2025 · $8,008 – $120K
8 trades
TIAA Traditional
2022–2025 · $8,008 – $120K
8 trades
TIAA CREF Global Equities R3
2022–2025 · $8,008 – $120K
8 trades
TIAA CREF Growth R3
2022–2025 · $8,008 – $120K
8 trades
Their latest 300 of 324 trades
| Date | Asset | Trade | Owner | Amount | Days to report |
|---|---|---|---|---|---|
| 2025-12-31 | iShares Russell 2000 ETF | Sale (Full) | Self | $100K – $250K | annual |
| 2025-12-31 | iShares 20+ Year Treasury Bond ETF | Sale (Full) | Self | $100K – $250K | annual |
| 2025-12-31 | ProShares UltraPro Short S&P500 | Sale (Full) | Self | $100K – $250K | annual |
| 2025-12-29 | TIAA Traditional | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-12-29 | TIAA CREF Growth R3 | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-12-29 | TIAA CREF Large-Cap Value Fund | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-12-29 | TIAA CREF Global Equities R3 | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-12-26 | Fidelity Growth Company Fund | Purchase | Self | $1,001 – $15K | annual |
| 2025-12-26 | Fidelity Convertible Securities Fund | Purchase | Self | $15K – $50K | annual |
| 2025-12-26 | Fidelity Telecom and Utilities Fund | Purchase | Self | $1,001 – $15K | annual |
| 2025-12-26 | Enterprise Technology Services Portfolio | Purchase | Self | $1,001 – $15K | annual |
| 2025-12-24 | Vanguard Global Capital Cycles Fund - Investor Shares | Purchase | Self | $1,001 – $15K | annual |
| 2025-12-19 | Fidelity Balanced Fund | Purchase | Self | $1,001 – $15K | annual |
| 2025-12-18 | iShares iBonds Dec 2025 Term Corporate ETF | Sale (Full) | Spouse | $50K – $100K | annual |
| 2025-12-05 | Parnassus Core Equity Fund - Investor Shares | Purchase | Self | $1,001 – $15K | annual |
| 2025-12-05 | Fidelity Contrafund | Purchase | Self | $1,001 – $15K | annual |
| 2025-12-05 | Parnassus Core Equity Fund - Investor Shares | Purchase | Self | $1,001 – $15K | annual |
| 2025-12-05 | Parnassus Core Equity Fund - Investor Shares | Purchase | Self | $1,001 – $15K | annual |
| 2025-12-05 | Fidelity Contrafund | Purchase | Self | $1,001 – $15K | annual |
| 2025-12-05 | Fidelity Contrafund | Purchase | Self | $15K – $50K | annual |
| 2025-11-18 | Vanguard Limited-Term Tax-Exempt Fund - Admiral Shares | Purchase | Self | $1,001 – $15K | annual |
| 2025-11-13 | The Real Estate Select Sector SPDR Fund | Sale (Full) | Self | $100K – $250K | annual |
| 2025-11-13 | Vanguard Real Estate Index Fund - ETF Shares | Sale (Full) | Self | $100K – $250K | annual |
| 2025-10-31 | Ares Capital Corporation - Closed End Fund | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-10-31 | Global X Uranium ETF | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2025-10-10 | Fidelity Balanced Fund | Purchase | Self | $1,001 – $15K | annual |
| 2025-10-03 | Fidelity Convertible Securities Fund | Purchase | Self | $1,001 – $15K | annual |
| 2025-09-25 | ProShares UltraPro Short S&P500 | Purchase | Self | $100K – $250K | annual |
| 2025-09-10 | ProShares TR UltraPro Short S&P 500 | Sale (Full) | Self | $100K – $250K | annual |
| 2025-09-10 | ProShares TR UltraPro Short S&P 500 | Purchase | Self | $100K – $250K | annual |
| 2025-09-03 | ProShares TR UltraPro Short S&P 500 | Sale (Full) | Self | $50K – $100K | annual |
| 2025-08-29 | ProShares TR UltraPro Short S&P 500 | Purchase | Self | $50K – $100K | annual |
| 2025-08-29 | ProShares TR UltraPro Short S&P 500 | Sale (Full) | Self | $100K – $250K | annual |
| 2025-08-28 | ProShares TR UltraPro Short S&P 500 | Purchase | Self | $100K – $250K | annual |
| 2025-08-22 | Vanguard Total Stock Market Index Fund - ETF Shares | Sale (Partial) | Self | $15K – $50K | annual |
| 2025-08-22 | Vanguard Total International Stock Index Fund - ETF Shares | Sale (Full) | Self | $1,001 – $15K | annual |
| 2025-08-22 | Vanguard Long-Term Tax-Exempt Fund - Admiral Shares | Purchase | Self | $15K – $50K | annual |
| 2025-08-22 | Vanguard Intermediate-Term Tax-Exempt Fund - Admiral Shares | Purchase | Self | $15K – $50K | annual |
| 2025-08-22 | Vanguard Limited-Term Tax-Exempt Fund - Admiral Shares | Purchase | Self | $1,001 – $15K | annual |
| 2025-08-22 | Vanguard FTSE All-World ex-US Index Fund - ETF Shares | Sale (Partial) | Self | $15K – $50K | annual |
| 2025-08-21 | ProShares TR UltraPro Short S&P 500 | Sale (Full) | Self | $100K – $250K | annual |
| 2025-08-20 | ProShares TR UltraPro Short S&P 500 | Purchase | Self | $100K – $250K | annual |
| 2025-07-11 | Fidelity Balanced Fund | Purchase | Self | $1,001 – $15K | annual |
| 2025-07-11 | Fidelity Convertible Securities Fund | Purchase | Self | $1,001 – $15K | annual |
| 2025-06-30 | TIAA CREF Large-Cap Value Fund | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-06-30 | TIAA CREF Global Equities R3 | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-06-30 | TIAA CREF Growth R3 | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-06-30 | TIAA Traditional | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-06-20 | iShares MSCI Taiwan ETF | Sale (Partial) | Self | $50K – $100K | annual |
| 2025-06-17 | iShares MSCI Taiwan ETF | Sale (Partial) | Self | $50K – $100K | annual |
| 2025-06-05 | iShares U.S. Equity Factor Rotation Active ETF | Purchase | Spouse | $15K – $50K | annual |
| 2025-06-05 | Ares Capital Corporation - Closed End Fund | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-06-05 | SPDR(R) Portfolio S&P 600 Small Cap ETF | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2025-06-05 | SPDR(R) Portfolio S&P 500 ETF | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2025-06-05 | SPDR(R) Portfolio S&P 600 Small Cap ETF | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2025-05-22 | Vanguard Long-Term Tax-Exempt Fund - Admiral Shares | Purchase | Self | $1,001 – $15K | annual |
| 2025-05-09 | iShares MSCI Taiwan ETF | Purchase | Self | $1,001 – $15K | annual |
| 2025-04-11 | Enterprise Technology Services Portfolio | Purchase | Self | $1,001 – $15K | annual |
| 2025-04-04 | Fidelity Convertible Securities Fund | Purchase | Self | $1,001 – $15K | annual |
| 2025-03-24 | iShares Russell 2000 ETF | Purchase | Self | $100K – $250K | annual |
| 2025-03-19 | Vanguard Total Stock Market Index Fund - Admiral Shares | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2025-03-19 | Janus Henderson Global Research Fund - Class T | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2025-02-26 | JPMorgan BetaBuilders Canada ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-02-26 | SPDR(R) Portfolio S&P 500 ETF | Purchase | Spouse | $15K – $50K | annual |
| 2025-02-26 | iShares MSCI Taiwan ETF | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2025-02-26 | iShares ESG Aware MSCI EAFE ETF | Sale (Partial) | Spouse | $15K – $50K | annual |
| 2025-02-26 | iShares MSCI India ETF | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2025-02-21 | Vanguard Long-Term Tax-Exempt Fund - Admiral Shares | Purchase | Self | $1,001 – $15K | annual |
| 2025-02-21 | Vanguard Intermediate-Term Tax-Exempt Fund - Admiral Shares | Purchase | Self | $1,001 – $15K | annual |
| 2025-02-14 | The Financial Select Sector SPDR Fund | Purchase | Spouse | $15K – $50K | annual |
| 2025-02-14 | The Consumer Staples Select Sector SPDR Fund | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2025-02-14 | SPDR(R) Portfolio S&P 500 ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-02-14 | iShares iBonds Dec 2029 Term Corporate ETF | Purchase | Spouse | $15K – $50K | annual |
| 2025-02-14 | The Industrial Select Sector SPDR Fund | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2025-02-14 | The Consumer Discretionary Select Sector SPDR Fund | Sale (Partial) | Spouse | $15K – $50K | annual |
| 2025-02-07 | Fidelity Contrafund | Purchase | Self | $1,001 – $15K | annual |
| 2024-12-30 | TIAA Traditional | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-12-30 | TIAA CREF Growth R3 | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-12-30 | TIAA CREF Large-Cap Value Fund | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-12-30 | TIAA CREF Global Equities R3 | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-12-30 | iShares Inc iShares MSCI Brazil ETF | Sale (Full) | Self | $100K – $250K | annual |
| 2024-12-30 | iShares Inc iShares MSCI Taiwan ETF | Sale (Full) | Self | $50K – $100K | annual |
| 2024-12-30 | Vanguard FTSEEuropean ETF | Sale (Full) | Self | $15K – $50K | annual |
| 2024-12-27 | iShares MSCI Emerging Index Fund | Sale (Full) | Self | $15K – $50K | annual |
| 2024-12-27 | iShares 20+ Year Treasury Bond ETF | Sale (Full) | Self | $50K – $100K | annual |
| 2024-12-20 | iShares Russell 2000 ETF | Sale (Full) | Self | $100K – $250K | annual |
| 2024-12-19 | iShares iBonds Dec 2024 Term Corporate ETF | Sale (Full) | Spouse | $50K – $100K | annual |
| 2024-12-19 | iShares Russell 2000 ETF | Purchase | Self | $100K – $250K | annual |
| 2024-12-12 | SPDR Portfolio S&P 500 ETF | Purchase | Spouse | $15K – $50K | annual |
| 2024-12-11 | Vanguard FTSE All-Wld ex-US SmCp Idx ETF | Sale (Full) | Spouse | $15K – $50K | annual |
| 2024-12-11 | JPMorgan BetaBuilders Japan ETF | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2024-12-11 | iShares Inc iShares MSCI Brazil ETF | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2024-11-04 | Invesco QQQ Trust, Series 1 | Sale (Full) | Self | $100K – $250K | annual |
| 2024-11-01 | Invesco QQQ Trust, Series 1 | Purchase | Self | $100K – $250K | annual |
| 2024-10-29 | iShares Russell 2000 ETF | Sale (Full) | Self | $100K – $250K | annual |
| 2024-10-28 | iShares Russell 2000 ETF | Purchase | Self | $100K – $250K | annual |
| 2024-10-24 | iShares Russell 2000 ETF | Sale (Full) | Self | $100K – $250K | annual |
| 2024-10-23 | iShares Russell 2000 ETF | Purchase | Self | $100K – $250K | annual |
| 2024-10-18 | SPDR Portfolio S&P 500 ETF | Purchase | Spouse | $100K – $250K | annual |
| 2024-10-18 | SPDR Portfolio S&P 600 Small Cap ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-10-17 | FT Cboe Vest U.S. Equity Buffer ETF - December | Sale (Full) | Spouse | $100K – $250K | annual |
| 2024-10-11 | iShares Russell 2000 ETF | Sale (Full) | Self | $100K – $250K | annual |
| 2024-10-10 | iShares Russell 2000 ETF | Purchase | Self | $100K – $250K | annual |
| 2024-10-08 | iShares Russell 2000 ETF | Sale (Full) | Self | $100K – $250K | annual |
| 2024-10-07 | iShares Russell 2000 ETF | Purchase | Self | $100K – $250K | annual |
| 2024-10-02 | Invesco QQQ Trust, Series 1 | Sale (Full) | Self | $100K – $250K | annual |
| 2024-10-01 | Invesco QQQ Trust, Series 1 | Purchase | Self | $100K – $250K | annual |
| 2024-08-30 | Invesco QQQ Trust, Series 1 | Sale (Full) | Self | $100K – $250K | annual |
| 2024-08-29 | Invesco QQQ Trust, Series 1 | Purchase | Self | $100K – $250K | annual |
| 2024-08-26 | Vanguard Limited-Term Tax-Exempt Fd Admiral Shs | Purchase | Self | $1,001 – $15K | annual |
| 2024-08-19 | Invesco QQQ Trust, Series 1 | Sale (Full) | Self | $100K – $250K | annual |
| 2024-08-16 | Invesco QQQ Trust, Series 1 | Purchase | Self | $100K – $250K | annual |
| 2024-07-31 | iShares 20+ Year Treasury Bond ETF | Purchase | Self | $50K – $100K | annual |
| 2024-07-24 | SPDR Emerging Markets Portfolio ETF | Purchase | Spouse | $15K – $50K | annual |
| 2024-07-23 | GS Activebeta Emerging Markets Equity ETF | Sale (Full) | Spouse | $15K – $50K | annual |
| 2024-07-19 | Invesco QQQ Trust, Series 1 | Sale (Full) | Self | $100K – $250K | annual |
| 2024-07-18 | Invesco QQQ Trust, Series 1 | Purchase | Self | $100K – $250K | annual |
| 2024-07-11 | iShares iBonds Dec 2029 Term Corporate ETF | Purchase | Spouse | $15K – $50K | annual |
| 2024-07-11 | Ishares MSCI India ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-07-11 | iShares iBonds Dec 2025 Term Corporate ETF | Purchase | Spouse | $15K – $50K | annual |
| 2024-07-10 | Pacer US Cash Cows 100 ETF | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2024-07-10 | Invesco S&P 500 GARP ETF | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2024-07-10 | SPDR Select Sector Fund - Health Care | Sale (Partial) | Spouse | $15K – $50K | annual |
| 2024-07-10 | SPDR Kensho Clean Power ETF | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2024-07-10 | iShares Inc iShares MSCI Brazil ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-06-28 | Jpmorgan Betabuilders Japan ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-06-28 | TIAA Traditional | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-06-28 | TIAA CREF Global Equities R3 | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-06-28 | TIAA CREF Large-Cap Value Fund | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-06-28 | TIAA CREF Growth R3 | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-06-27 | Global X Uranium ETF | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2024-06-27 | JPMorgan BetaBuilders Japan ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-05-31 | Invesco QQQ Trust, Series 1 | Sale (Full) | Self | $100K – $250K | annual |
| 2024-05-30 | Invesco QQQ Trust, Series 1 | Purchase | Self | $100K – $250K | annual |
| 2024-05-28 | Vanguard Long-Term Tax-Exempt Fd Admiral Shs | Purchase | Self | $1,001 – $15K | annual |
| 2024-05-24 | SPDR Select Sector Fund - Utilities | Sale (Full) | Self | $1,001 – $15K | annual |
| 2024-05-16 | SPDR Select Sector Fund - Utilities | Purchase | Self | $1,001 – $15K | annual |
| 2024-04-29 | Invesco QQQ Trust, Series 1 | Sale (Full) | Self | $100K – $250K | annual |
| 2024-04-25 | Invesco QQQ Trust, Series 1 | Purchase | Self | $100K – $250K | annual |
| 2024-03-06 | S&P 500 Communication Sector SPDR | Purchase | Spouse | $15K – $50K | annual |
| 2024-03-04 | SPDR Bloomberg 1-3 Month T-Bill ETF | Sale (Full) | Spouse | $15K – $50K | annual |
| 2024-02-27 | Vanguard Intermediate-Term Tax-Exempt Fd Admiral | Purchase | Self | $1,001 – $15K | annual |
| 2024-02-27 | Vanguard Limited-Term Tax-Exempt Fd Admiral Shs | Purchase | Self | $1,001 – $15K | annual |
| 2024-02-23 | iShares iBonds Dec 2025 Term Corporate ETF | Purchase | Spouse | $15K – $50K | annual |
| 2024-02-21 | KraneShares Global Carbon ETF | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2024-02-21 | Invesco CurrencyShares Japanese Yen Trust | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2024-02-20 | Vanguard Intermediate-Term Treasury ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-02-20 | Vanguard Short-Term Treasury ETF | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2024-01-30 | Vanguard Intermediate-Term Tax-Exempt Fd Admiral | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2023-12-28 | TIAA CREF Growth R3 | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2023-12-28 | TIAA CREF Global Equities R3 | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2023-12-28 | TIAA Traditional | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2023-12-28 | TIAA CREF Large-Cap Value Fund | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2023-12-22 | iShares 20+ Year Treasury Bond ETF | Purchase | Self | $50K – $100K | annual |
| 2023-11-27 | Vanguard Intermediate-Term Tax-Exempt Fd Admiral | Purchase | Spouse | $1,001 – $15K | annual |
| 2023-11-27 | Jpmorgan Intermediate Tax Free Bond Fund Class R | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2023-11-24 | Vanguard FTSEEuropean ETF | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2023-11-24 | JPMorgan BetaBuilders Japan ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2023-10-23 | iShares S&P Global Clean Energy Index Fund | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2023-10-23 | SPDR Kensho Clean Power ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2023-09-25 | Vanguard Short-Term Corporate Bond ETF | Sale (Full) | Spouse | $50K – $100K | annual |
| 2023-09-25 | iShares 20+ Year Treasury Bond ETF | Sale (Full) | Spouse | $50K – $100K | annual |
| 2023-09-25 | Vanguard Short-Term Treasury ETF | Sale (Full) | Spouse | $100K – $250K | annual |
| 2023-09-25 | iShares iBonds Dec 2028 Term Corporate ETF | Purchase | Spouse | $50K – $100K | annual |
| 2023-09-25 | iShares iBonds Dec 2024 Term Corporate ETF | Purchase | Spouse | $50K – $100K | annual |
| 2023-09-25 | iShares iBonds Dec 2027 Term Corporate ETF | Purchase | Spouse | $50K – $100K | annual |
| 2023-09-25 | iShares iBonds Dec 2026 Term Corporate ETF | Purchase | Spouse | $50K – $100K | annual |
| 2023-09-06 | iShares 20+ Year Treasury Bond ETF | Purchase | Self | $50K – $100K | annual |
| 2023-06-30 | Xtrackers Harvest CSI 300 China A-Shares ETF | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2023-06-30 | Ishares MSCI India ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2023-06-28 | TIAA CREF Growth R3 | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2023-06-28 | TIAA Traditional | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2023-06-28 | TIAA CREF Large-Cap Value Fund | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2023-06-28 | TIAA CREF Global Equities R3 | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2023-05-16 | SPDR Select Sector Fund - Technology | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2023-05-16 | Invesco S&P 500 Garp ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2023-05-16 | Pacer US Cash Cows 100 Index | Purchase | Spouse | $1,001 – $15K | annual |
| 2023-05-15 | VanEck Vectors Mortgage REIT Income ETF | Sale (Full) | Self | $50K – $100K | annual |
| 2023-05-04 | VanEck Vectors Mortgage REIT Income ETF | Purchase | Self | $50K – $100K | annual |
| 2023-04-27 | VanEck Vectors Mortgage REIT Income ETF | Sale (Full) | Self | $50K – $100K | annual |
| 2023-04-25 | VanEck Vectors Mortgage REIT Income ETF | Purchase | Self | $50K – $100K | annual |
| 2023-04-17 | VanEck Vectors Mortgage REIT Income ETF | Sale (Full) | Self | $50K – $100K | annual |
| 2023-04-13 | VanEck Vectors Mortgage REIT Income ETF | Purchase | Self | $50K – $100K | annual |
| 2023-04-06 | Invesco S&P 500 Pure Value ETF | Sale (Full) | Self | $50K – $100K | annual |
| 2023-03-31 | VanEck Vectors Mortgage REIT Income ETF | Sale (Full) | Self | $50K – $100K | annual |
| 2023-03-15 | SPDR Select Sector Fund - Industrial | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2023-03-15 | Invesco QQQ Trust, Series 1 | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2023-03-15 | SPDR Bloomberg 1-3 Month T-Bill ETF | Purchase | Spouse | $15K – $50K | annual |
| 2023-03-14 | VanEck Vectors Mortgage REIT Income ETF | Purchase | Self | $50K – $100K | annual |
| 2023-03-14 | Invesco S&P 500 Pure Value ETF | Purchase | Self | $50K – $100K | annual |
| 2023-01-26 | JPMorgan BetaBuilders Canada ETF | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2023-01-26 | JPMorgan BetaBuilders Japan ETF | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2023-01-26 | iShares Inc iShares MSCI Brazil ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2023-01-26 | Vanguard FTSEEuropean ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2023-01-23 | iShares Inc iShares MSCI Taiwan ETF | Purchase | Self | $15K – $50K | annual |
| 2023-01-23 | SPDR Select Sector Fund - Energy Select Sector | Sale (Full) | Self | $50K – $100K | annual |
| 2023-01-20 | SPDR S&P 500 | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2023-01-19 | SPDR Select Sector Fund - Energy Select Sector | Purchase | Self | $50K – $100K | annual |
| 2023-01-11 | Invesco Exchange-Traded Self-Indexed Fund Trust In | Sale (Full) | Spouse | $50K – $100K | annual |
| 2023-01-11 | iShares MSCI USA ESG Select ETF | Sale (Partial) | Spouse | $15K – $50K | annual |
| 2023-01-11 | Schwab U.S. Large-Cap Value ETF | Sale (Full) | Spouse | $15K – $50K | annual |
| 2023-01-11 | FT Cboe Vest U.S. Equity Buffer ETF - December | Purchase | Spouse | $100K – $250K | annual |
| 2022-12-28 | TIAA CREF Large-Cap Value Fund | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-12-28 | TIAA Real Estate | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-12-28 | TIAA Traditional | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-12-28 | TIAA CREF Growth R3 | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-12-28 | TIAA CREF Global Equities R3 | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-12-27 | Fidelity Growth Company Fund Retail Class | Purchase | Self | $1,001 – $15K | annual |
| 2022-12-23 | Invesco S&P 500 Pure Value ETF | Sale (Full) | Self | $15K – $50K | annual |
| 2022-12-23 | Vanguard Total Stock Market ETF | Sale (Full) | Self | $100K – $250K | annual |
| 2022-12-23 | Fidelity Capital and Income Fund | Sale (Full) | Self | $250K – $500K | annual |
| 2022-12-19 | Vanguard FTSE All World Ex US ETF | Purchase | Self | $100K – $250K | annual |
| 2022-12-19 | Vanguard Total International Stock ETF | Sale (Partial) | Self | $100K – $250K | annual |
| 2022-12-19 | Vanguard Total International Stock ETF | Sale (Partial) | Self | $100K – $250K | annual |
| 2022-12-19 | American Century High-Yield Bond Fund Investor C | Sale (Full) | Self | $1,001 – $15K | annual |
| 2022-12-19 | American Century International Growth Investor C | Sale (Full) | Self | $100K – $250K | annual |
| 2022-12-19 | American Century Real Estate Fund Investor Class | Sale (Full) | Self | $15K – $50K | annual |
| 2022-12-09 | Invesco QQQ Trust, Series 1 | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2022-12-09 | SPDR Portfolio S&P 600 Small Cap ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-12-09 | Fidelity Contra Fund | Purchase | Self | $1,001 – $15K | annual |
| 2022-12-07 | Fidelity Contra Fund | Sale (Full) | Self | $100K – $250K | annual |
| 2022-12-06 | Six Circles International Unconstrained Equity F | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-12-02 | Fidelity Capital and Income Fund | Purchase | Self | $1,001 – $15K | annual |
| 2022-12-01 | Vanguard FTSE All World Ex US ETF | Purchase | Self | $1,001 – $15K | annual |
| 2022-12-01 | Vanguard Total International Stock ETF | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-12-01 | Vanguard Total International Stock ETF | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-11-30 | Fidelity Capital and Income Fund | Purchase | Self | $1,001 – $15K | annual |
| 2022-10-31 | JPMorgan BetaBuilders Europe ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-10-31 | Six Circles International Unconstrained Equity F | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2022-10-31 | Fidelity Capital and Income Fund | Purchase | Self | $1,001 – $15K | annual |
| 2022-10-12 | Vanguard Limited-Term Tax-Exempt Fd Admiral Shs | Purchase | Self | $50K – $100K | annual |
| 2022-10-12 | Vanguard Long-Treasury ETF | Sale (Full) | Spouse | $50K – $100K | annual |
| 2022-10-12 | iShares 20+ Year Treasury Bond ETF | Purchase | Spouse | $50K – $100K | annual |
| 2022-10-07 | Goldman Sachs ActiveBeta Emerging Markets Equity E | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2022-10-07 | iShares ESG Aware MSCI EAFE ETF | Sale (Partial) | Spouse | $15K – $50K | annual |
| 2022-10-07 | Global X Uranium ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-10-07 | iShares Global Clean Energy ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-09-29 | Six Circles Tax Aware Bond Fund | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-09-29 | iShares National Muni Bond ETF | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2022-09-14 | ishares Gold Trust | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2022-09-14 | Invesco CurrencyShares Japanese Yen Trust | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-08-25 | Six Circles Tax Aware Ultra Short Duration Fund | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2022-08-25 | iShares National Muni Bond ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-08-24 | iShares ESG Aware MSCI EAFE ETF | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2022-08-24 | JPM Betabuilders Japan ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-07-21 | VanEck Vectors Gold Miners ETF | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2022-07-21 | iShares Inc iShares MSCI Brazil ETF | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2022-07-21 | iShares ESG Aware MSCI EAFE ETF | Purchase | Spouse | $15K – $50K | annual |
| 2022-07-21 | Goldman Sachs ActiveBeta Emerging Markets Equity E | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-07-08 | iShares Core 1-5 Year USD Bond ETF | Sale (Full) | Spouse | $100K – $250K | annual |
| 2022-07-08 | iShares Preferred and Income Securities ETF | Sale (Full) | Spouse | $15K – $50K | annual |
| 2022-07-08 | SPDR Blackstone GSO Senior Loan ETF | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2022-07-08 | Aberdeen Standard Bloomberg All Commodity Strategy | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2022-07-08 | Vanguard Short-Term Treasury ETF | Purchase | Spouse | $50K – $100K | annual |
| 2022-07-08 | Vanguard Short-Term Corporate Bond ETF | Purchase | Spouse | $15K – $50K | annual |
| 2022-07-08 | Vanguard Long-Treasury ETF | Purchase | Spouse | $15K – $50K | annual |
| 2022-07-01 | Six Circles Tax Aware Bond Fund | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-07-01 | iShares National Muni Bond ETF | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2022-06-28 | TIAA CREF Growth R3 | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-06-28 | TIAA CREF Global Equities R3 | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-06-28 | TIAA Traditional | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-06-28 | TIAA Real Estate | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-06-28 | TIAA CREF Large-Cap Value Fund | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-06-24 | Vanguard Total International Stock ETF | Purchase | Self | $1,001 – $15K | annual |
| 2022-06-13 | JPMorgan BetaBuilders Canada ETF | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2022-06-10 | Fidelity Capital and Income Fund | Purchase | Self | $1,001 – $15K | annual |
| 2022-06-09 | Xtrackers Harvest CSI 300 China A-Shares ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-06-01 | First Trust Preferred Securities and Income ETF ET | Sale (Full) | Spouse | $15K – $50K | annual |
| 2022-05-27 | iShares Preferred and Income Securities ETF | Purchase | Spouse | $15K – $50K | annual |
| 2022-05-27 | Vanguard Short-Term Treasury ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-05-27 | Vanguard Short-Term Corporate Bond ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-05-27 | Vanguard Long-Treasury ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-05-20 | iShares Core 1-5 Year USD Bond ETF | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2022-05-20 | SPDR Blackstone GSO Senior Loan ETF | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2022-05-20 | SPDR Portfolio Long Term Corporate Bond ETF | Sale (Full) | Spouse | $15K – $50K | annual |
| 2022-05-20 | iShares 20+ Year Treasury Bond ETF | Sale (Partial) | Spouse | $15K – $50K | annual |
| 2022-05-18 | Vanguard Long-Treasury ETF | Purchase | Spouse | $50K – $100K | annual |
| 2022-05-18 | Vanguard Short-Term Corporate Bond ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-05-18 | Vanguard Short-Term Treasury ETF | Purchase | Spouse | $15K – $50K | annual |
| 2022-05-11 | Six Circles Tax Aware Ultra Short Duration Fund | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2022-05-11 | iShares National Muni Bond ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-05-04 | SPDR Select Sector Fund - Industrial | Sale (Partial) | Spouse | $15K – $50K | annual |
| 2022-05-04 | SPDR Select Sector Fund - Financial | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2022-05-03 | iShares Core 1-5 Year USD Bond ETF | Sale (Partial) | Spouse | $15K – $50K | annual |
| 2022-05-02 | OMFL - Invesco Russell 1000 Dynamic | Purchase | Spouse | $15K – $50K | annual |
| 2022-04-29 | iShares MSCI China A ETF | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2022-04-29 | iShares 20+ Year Treasury Bond ETF | Purchase | Spouse | $15K – $50K | annual |
| 2022-04-27 | Xtrackers Harvest CSI 300 China A-Shares ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-04-22 | VanEck Vectors Vietnam ETF | Sale (Full) | Self | $50K – $100K | annual |
| 2022-04-21 | VanEck Vectors Vietnam ETF | Purchase | Self | $50K – $100K | annual |
| 2022-04-21 | VanEck Vectors Mortgage REIT Income ETF | Sale (Full) | Self | $50K – $100K | annual |
| 2022-04-19 | American Century International Growth Investor C | Purchase | Self | $1,001 – $15K | annual |
| 2022-04-11 | Vanguard Total Stock Market ETF | Purchase | Self | $100K – $250K | annual |
| 2022-03-29 | VanEck Vectors Mortgage REIT Income ETF | Sale (Partial) | Self | $50K – $100K | annual |
| 2022-03-18 | Invesco S&P 500 Equal Weight Consumer Discretionar | Sale (Full) | Spouse | $15K – $50K | annual |
| 2022-03-16 | OMFL - Invesco Russell 1000 Dynamic | Purchase | Spouse | $15K – $50K | annual |
| 2022-02-23 | iShares 10 Year Investment Grade Corporate Bond E | Sale (Full) | Spouse | $15K – $50K | annual |
| 2022-02-23 | iShares Core Total USD Bond Market ETF | Sale (Full) | Spouse | $50K – $100K | annual |
| 2022-02-23 | iShares 10-20 Year Treasury Bond ETF | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2022-02-22 | Aberdeen Standard Bloomberg All Commodity Strategy | Sale (Partial) | Spouse | $1,001 – $15K | annual |
Financial disclosures
11 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 5, 2026 | Annual Report for Calendar 2025 (Amendment 1) | 76 |
| Apr 28, 2026 | Annual Report for Calendar 2025 | 73 |
| Apr 28, 2026 | Annual Report (Amendment) | scan |
| Aug 13, 2025 | Annual Report for Calendar 2022 (Amendment 2) | 122 |
| Aug 13, 2025 | Annual Report for Calendar 2023 (Amendment 1) | 53 |
| Aug 13, 2025 | Annual Report for Calendar 2024 (Amendment 1) | 73 |
| May 15, 2025 | Annual Report for Calendar 2024 | 70 |
| May 15, 2025 | Annual Report (Amendment) | scan |
| Apr 30, 2024 | Annual Report for Calendar 2023 | 50 |
| Jun 6, 2023 | Annual Report for Calendar 2022 (Amendment 1) | 110 |
| May 4, 2023 | Annual Report for Calendar 2022 | 110 |