Congressional Trades › Kathy Castor
Trade Volume by Year
Estimated from reported brackets · hover a year, click to filter
BuysSellsTotal volume
Top Traded Sectors
By SIC industry of the ticker · 84 trades classified
- Financials45%
- Industrials14%
- Other14%
- Technology10%
- Communication8%
- Healthcare5%
- Materials4%
Financials leads with 45% of trades38 trades · $518K estimated volume
Recent Trades
Periodic transaction reports · click a stock for its page · every row links the filing
| Traded · filed | Stock | Transaction | Amount (range) | Description | Since trade |
|---|---|---|---|---|---|
| Jul 15, 2024filed Jul 15, 2024 |  BRK.BBERKSHIRE HATHAWAY INC · Stock |
Sale | $15K – $50K | Joint · partial ↗ | … |
| Mar 28, 2024filed Mar 28, 2024 | BRK.BBERKSHIRE HATHAWAY INC · Stock |
Sale | $15K – $50K | Joint · partial ↗ | … |
| Jul 16, 2021filed Jul 29, 2021 | BRK.BBERKSHIRE HATHAWAY INC · Stock |
Purchase | $1K – $15K | ↗ | … |
| Jun 25, 2021filed Jul 29, 2021 | BRK.BBERKSHIRE HATHAWAY INC · Stock |
Purchase | $1K – $15K | ↗ | … |
| Jun 18, 2021filed Jul 29, 2021 | BRK.BBERKSHIRE HATHAWAY INC · Stock |
Purchase | $1K – $15K | ↗ | … |
| Jul 16, 2020filed Jul 27, 2021 | BRK.BBERKSHIRE HATHAWAY INC · Stock |
Purchase | $1K – $15K | Joint · ↗ | … |
| Jun 25, 2020filed Jul 27, 2021 | BRK.BBERKSHIRE HATHAWAY INC · Stock |
Purchase | $1K – $15K | Joint · ↗ | … |
| Jun 18, 2020filed Jul 27, 2021 | BRK.BBERKSHIRE HATHAWAY INC · Stock |
Purchase | $1K – $15K | Joint · ↗ | … |
| Jun 14, 2021filed Jun 14, 2021 | BRK.BBERKSHIRE HATHAWAY INC · Stock |
Purchase | $1K – $15K | Joint · ↗ | … |
| May 21, 2021filed Jun 14, 2021 | BRK.BBERKSHIRE HATHAWAY INC · Stock |
Purchase | $1K – $15K | Joint · ↗ | … |
| Apr 14, 2021filed Apr 14, 2021 | BRK.BBERKSHIRE HATHAWAY INC · Stock |
Purchase | $1K – $15K | Joint · ↗ | … |
| Apr 13, 2021filed Apr 14, 2021 | BRK.BBERKSHIRE HATHAWAY INC · Stock |
Purchase | $1K – $15K | Joint · ↗ | … |
| Apr 9, 2021filed Apr 14, 2021 | BRK.BBERKSHIRE HATHAWAY INC · Stock |
Purchase | $1K – $15K | Joint · ↗ | … |
| Mar 31, 2021filed Apr 14, 2021 | BRK.BBERKSHIRE HATHAWAY INC · Stock |
Purchase | $1K – $15K | Joint · ↗ | … |
| Mar 15, 2021filed Apr 14, 2021 | BRK.BBERKSHIRE HATHAWAY INC · Stock |
Purchase | $1K – $15K | Joint · ↗ | … |
| Feb 17, 2021filed Feb 18, 2021 | BRK.BBERKSHIRE HATHAWAY INC · Stock |
Purchase | $1K – $15K | Joint · ↗ | … |
| Feb 1, 2021filed Feb 18, 2021 | BRK.BBERKSHIRE HATHAWAY INC · Stock |
Purchase | $1K – $15K | Joint · ↗ | … |
| Jan 4, 2021filed Jan 4, 2021 | BRK.BBERKSHIRE HATHAWAY INC · Stock |
Purchase | $1K – $15K | Joint · ↗ | … |
| Nov 16, 2020filed Dec 2, 2020 | BRK.BBERKSHIRE HATHAWAY INC · Stock |
Purchase | $1K – $15K | Joint · ↗ | … |
| Oct 5, 2020filed Oct 8, 2020 | BRK.BBERKSHIRE HATHAWAY INC · Stock |
Purchase | $1K – $15K | Joint · ↗ | … |
| Sep 25, 2020filed Oct 8, 2020 | BRK.BBERKSHIRE HATHAWAY INC · Stock |
Purchase | $1K – $15K | Joint · ↗ | … |
| Sep 21, 2020filed Oct 8, 2020 | BRK.BBERKSHIRE HATHAWAY INC · Stock |
Purchase | $1K – $15K | Joint · ↗ | … |
| Aug 4, 2020filed Aug 6, 2020 | BRK.BBERKSHIRE HATHAWAY INC · Stock |
Purchase | $1K – $15K | Joint · ↗ | … |
| Jul 14, 2020filed Jul 16, 2020 |  AALAmerican Airlines Group Inc. · Stock |
Sale | $1K – $15K | Joint · ↗ | … |
| Jul 14, 2020filed Jul 16, 2020 |  LUVSOUTHWEST AIRLINES CO · Stock |
Sale | $1K – $15K | Joint · ↗ | … |
| Jul 10, 2020filed Jul 16, 2020 | LUVSOUTHWEST AIRLINES CO · Stock |
Sale | $1K – $15K | Joint · partial ↗ | … |
| May 19, 2020filed May 20, 2020 | AALAmerican Airlines Group Inc. · Stock |
Purchase | $1K – $15K | Joint · ↗ | … |
| May 19, 2020filed May 20, 2020 | LUVSOUTHWEST AIRLINES CO · Stock |
Purchase | $1K – $15K | Joint · ↗ | … |
| May 19, 2020filed May 20, 2020 | LUVSOUTHWEST AIRLINES CO · Stock |
Purchase | $1K – $15K | Joint · ↗ | … |
| May 18, 2020filed May 20, 2020 |  BRK-BBERKSHIRE HATHAWAY INC · Stock |
Purchase | $1K – $15K | Joint · ↗ | … |
| May 4, 2020filed May 20, 2020 | BRK-BBERKSHIRE HATHAWAY INC · Stock |
Purchase | $1K – $15K | Joint · ↗ | … |
| Apr 21, 2020filed Apr 22, 2020 | BRK-BBERKSHIRE HATHAWAY INC · Stock |
Purchase | $15K – $50K | Joint · ↗ | … |
| Apr 15, 2020filed Apr 22, 2020 | BRK-BBERKSHIRE HATHAWAY INC · Stock |
Purchase | $50K – $100K | Joint · ↗ | … |
| Mar 27, 2020filed Apr 3, 2020 |  DIASPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST · Stock |
Purchase | $1K – $15K | Joint · ↗ | … |
| Mar 27, 2020filed Apr 3, 2020 | DIASPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST · Stock |
Purchase | $1K – $15K | Joint · ↗ | … |
| Mar 24, 2020filed Apr 3, 2020 | DIASPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST · Stock |
Purchase | $15K – $50K | Joint · ↗ | … |
| Mar 10, 2020filed Apr 3, 2020 | BRK-BBERKSHIRE HATHAWAY INC · Stock |
Sale | $15K – $50K | Joint · ↗ | … |
| Mar 10, 2020filed Apr 3, 2020 |  BACBANK OF AMERICA CORP /DE/ · Stock |
Sale | $15K – $50K | Joint · ↗ | … |
| Mar 10, 2020filed Apr 3, 2020 |  BIFBoulder growth & Income Fund, Inc. (BIF) [sT] · Stock |
Sale | $1K – $15K | Joint · ↗ | … |
| Mar 10, 2020filed Apr 3, 2020 |  BENFRANKLIN TEMPLETON INC · Stock |
Sale | $1K – $15K | Joint · ↗ | … |
| Mar 10, 2020filed Apr 3, 2020 |  BXBlackstone Inc. · Stock |
Sale | $1K – $15K | Joint · ↗ | … |
| Jan 3, 2020filed Jan 8, 2020 | BIFBoulder growth & Income Fund, Inc. (BIF) [sT] · Stock |
Purchase | $1K – $15K | Spouse · ↗ | … |
| Dec 27, 2019filed Jan 8, 2020 | BIFBoulder growth & Income Fund, Inc. (BIF) [sT] · Stock |
Purchase | $1K – $15K | Spouse · ↗ | … |
| Aug 7, 2019filed Aug 21, 2019 | BIFBoulder growth & Income Fund, Inc. (BIF) [sT] · Stock |
Purchase | $1K – $15K | Spouse · ↗ | … |
| Jul 31, 2019filed Aug 6, 2019 | BIFBoulder growth & Income Fund, Inc. (BIF) [sT] · Stock |
Purchase | $1K – $15K | Spouse · ↗ | … |
| Jan 28, 2019filed Jan 29, 2019 | BRK-BBERKSHIRE HATHAWAY INC · Stock |
Purchase | $15K – $50K | Joint · ↗ | … |
| Jan 24, 2019filed Jan 29, 2019 | BXBlackstone Inc. · Stock |
Purchase | $1K – $15K | Joint · ↗ | … |
| Aug 4, 2017filed Aug 4, 2017 |  DISWalt Disney Co · Stock |
Sale | $1K – $15K | Joint · ↗ | … |
| Dec 14, 2016filed May 3, 2017 |  TAT&T INC. · Stock |
Sale | $50K – $100K | ↗ | … |
| Mar 15, 2017filed Mar 20, 2017 |  AAPLApple Inc. · Stock |
Sale | $1K – $15K | Joint · ↗ | … |
| Feb 14, 2017filed Feb 15, 2017 |  PFEPFIZER INC · Stock |
Sale | $1K – $15K | Joint · ↗ | … |
| Feb 14, 2017filed Feb 15, 2017 |  MRKMerck & Co., Inc. · Stock |
Sale | $1K – $15K | Joint · ↗ | … |
| Feb 14, 2017filed Feb 15, 2017 |  INTCINTEL CORP · Stock |
Sale | $1K – $15K | Joint · ↗ | … |
| Feb 14, 2017filed Feb 15, 2017 | INTCINTEL CORP · Stock |
Purchase | $1K – $15K | Joint · ↗ | … |
| Feb 14, 2017filed Feb 15, 2017 |  BABOEING CO · Stock |
Sale | $15K – $50K | Joint · ↗ | … |
| Dec 15, 2016filed Jan 11, 2017 |  ARNCarconic Inc. (aRNC) · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| Dec 9, 2016filed Jan 11, 2017 | TAT&T INC. · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| Dec 9, 2016filed Jan 11, 2017 |  GEGENERAL ELECTRIC CO · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| Dec 9, 2016filed Jan 11, 2017 |  CATCATERPILLAR INC · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| Nov 1, 2016filed Jan 11, 2017 |  AAAlcoa Corp · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| Nov 1, 2016filed Jan 11, 2017 | ARNCarconic Inc. (aRNC) · Stock |
Purchase | $1K – $15K | Spouse · ↗ | … |
| Jun 6, 2016filed Jun 6, 2016 | DISWalt Disney Co · Stock |
Purchase | $1K – $15K | Joint · ↗ | … |
| May 2, 2016filed May 3, 2016 |  DOWDOW INC. · Stock |
Sale | $1K – $15K | Joint · ↗ | … |
| Mar 28, 2016filed May 3, 2016 |  VZVERIZON COMMUNICATIONS INC · Stock |
Sale | $15K – $50K | ↗ | … |
| Feb 26, 2016filed Mar 18, 2016 | AAPLApple Inc. · Stock |
Purchase | $1K – $15K | Joint · ↗ | … |
| Feb 12, 2016filed Mar 18, 2016 | MRKMerck & Co., Inc. · Stock |
Purchase | $1K – $15K | Joint · ↗ | … |
| Feb 12, 2016filed Mar 18, 2016 | INTCINTEL CORP · Stock |
Purchase | $1K – $15K | Joint · ↗ | … |
| Feb 12, 2016filed Mar 18, 2016 | BABOEING CO · Stock |
Purchase | $1K – $15K | Joint · ↗ | … |
| Feb 12, 2016filed Mar 18, 2016 | BACBANK OF AMERICA CORP /DE/ · Stock |
Purchase | $1K – $15K | Joint · ↗ | … |
| Feb 12, 2016filed Mar 18, 2016 | PFEPFIZER INC · Stock |
Purchase | $1K – $15K | Joint · ↗ | … |
| Feb 6, 2015filed May 14, 2015 | BXBlackstone Inc. · Stock |
Purchase | $1K – $15K | ↗ | … |
| Feb 6, 2015filed May 14, 2015 |  ETFC2000006583JTE*TRADE Financial Corporation · Stock |
Sale | $1K – $15K | ↗ | … |
| Dec 24, 2014filed May 14, 2015 | CATCATERPILLAR INC · Stock |
Purchase | $1K – $15K | ↗ | … |
| Sep 26, 2014filed May 14, 2015 | GEGENERAL ELECTRIC CO · Stock |
Purchase | $1K – $15K | ↗ | … |
| Aug 18, 2014filed May 14, 2015 | TAT&T INC. · Stock |
Purchase | $1K – $15K | ↗ | … |
| May 23, 2014filed May 14, 2015 | DOWDOW INC. · Stock |
Sale | $1K – $15K | ↗ | … |
| May 23, 2014filed May 14, 2015 | BENFRANKLIN TEMPLETON INC · Stock |
Purchase | $1K – $15K | ↗ | … |
| Feb 6, 2015filed Feb 9, 2015 | ETFCE*TRaDE Financial Corporation · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| Feb 6, 2015filed Feb 9, 2015 | BXBlackstone Inc. · Stock |
Purchase | $1K – $15K | Spouse · ↗ | … |
| Dec 24, 2014filed Jan 5, 2015 | CATCATERPILLAR INC · Stock |
Purchase | $1K – $15K | Spouse · ↗ | … |
| Sep 26, 2014filed Sep 29, 2014 | GEGENERAL ELECTRIC CO · Stock |
Purchase | $1K – $15K | Spouse · ↗ | … |
| Aug 18, 2014filed Aug 18, 2014 | TAT&T INC. · Stock |
Purchase | $1K – $15K | Spouse · ↗ | … |
| May 23, 2014filed May 23, 2014 | DOWDOW INC. · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| May 23, 2014filed May 23, 2014 | BENFRANKLIN TEMPLETON INC · Stock |
Purchase | $1K – $15K | Spouse · ↗ | … |
| Mar 20, 2014filed Mar 25, 2014 | DODOWmatchedDow Chemical | Sale | $1K – $15K | Joint · ↗ | — |
| Mar 4, 2014filed Mar 4, 2014 | DODOWmatchedDow Chemical | Sale | $1K – $15K | Joint · ↗ | — |
| Feb 10, 2014filed Feb 28, 2014 | DODOWmatchedDow Chemical | Sale | $1K – $15K | Joint · ↗ | — |
| Feb 6, 2014filed Feb 28, 2014 | DODOWmatchedDow Chemical | Sale | $1K – $15K | Joint · ↗ | — |
Net Worth KeyVex estimate
Added up from the value brackets on the annual financial disclosure filed May 24, 2026 · Filing ↗
$19.9MAssets disclosed · midpoint$7.9M to $31.9M
—Debts disclosednone listed
$19.9MAssets minus debts · midpoint$7.9M to $31.9M
How to read this. A disclosure gives assets and debts as ranges, not figures. The low ends add up to a floor and the high ends to a ceiling; where a figure is headlined it is the midpoint of the two (the method OpenSecrets used for its net-worth rankings and NOTUS uses today), our arithmetic, not a number Kathy Castor reported. The form does not ask for everything: a home that earns no rent, cars and furnishings, and federal retirement accounts such as the Thrift Savings Plan need not be listed, while a member’s home mortgages must be. So a figure here can sit well below true net worth. Assets of a spouse and dependent children are included, as the form requires.
1 asset listed with no value (“Undetermined”, “Unascertainable”) is left out.
By Kind of Asset
Midpoint of the disclosed ranges, in the filer’s own categories
- Mutual funds38 lines$14.7M
- Other5 lines$3.2M
- Bank accounts, money market accounts & CDs5 lines$1.0M
- Exchange-traded funds22 lines$561K
- Stocks1 line$375K
Largest Disclosed Holdings
The 25 lines with the highest value bracket, exactly as written on the filing
| Asset | Kind | Owner | Value as disclosed |
|---|---|---|---|
| FVCAX Franklin California High Yield Muni Fd Advisor Class (FVCAX) | Mutual funds | Joint | $1,000,001 - $5,000,000 |
| FRIAX Franklin Income Fund Advisor Class (FRIAX) | Mutual funds | Joint | $1,000,001 - $5,000,000 |
| Galliard Stable Return Fund C | Other | Spouse | $1,000,001 - $5,000,000 |
| VWALX Vanguard High-Yield Tax-Exempt Fund Admiral Shares (VWALX) | Mutual funds | Joint | $1,000,001 - $5,000,000 |
| VMSXX Vanguard Municipal Money Market Fund (VMSXX) | Mutual funds | Joint | $1,000,001 - $5,000,000 |
| LDLTX Lord Abbett Short Duration Income Class R5 (LDLTX) | Mutual funds | Spouse | $500,001 - $1,000,000 |
| US Treasury Money Fund | Bank accounts, money market accounts & CDs | — | $500,001 - $1,000,000 |
| BRK.B Berkshire Hathaway Inc. New (BRK.B) | Stocks | Joint | $250,001 - $500,000 |
| BPRIX BlackRock Inflation Protected Bond Portfolio - Institutional (BPRIX) | Mutual funds | Spouse | $250,001 - $500,000 |
| VMSXX Vanguard Municipal Money Market Fund (VMSXX) | Mutual funds | Joint | $250,001 - $500,000 |
| DIVO Amplify CWP Enhanced Dividend Income ETF (DIVO) | Exchange-traded funds | Joint | $100,001 - $250,000 |
| FHYVX Franklin High Yield Tax-Free Income Fund Advisor Class (FHYVX) | Mutual funds | Joint | $100,001 - $250,000 |
| Global X Funds Global X Dow 30 Covered Call ETF | Exchange-traded funds | Joint | $100,001 - $250,000 |
| MDISX Mutual Global Discovery Fund Class Z (MDISX) | Mutual funds | Joint | $100,001 - $250,000 |
| Principal Global Investors LargeCap S&P 500 Index (-) | Other | Spouse | $100,001 - $250,000 |
| T. Rowe Price Cash Reserves Fund (TSCXX) | Mutual funds | — | $100,001 - $250,000 |
| Vanguard Federal Money Market Fund | Bank accounts, money market accounts & CDs | Joint | $100,001 - $250,000 |
| VUSXX Vanguard Treasury Money Market Fund (VUSXX) | Mutual funds | Joint | $100,001 - $250,000 |
| Bank of America Checking | Bank accounts, money market accounts & CDs | Joint | $50,001 - $100,000 |
| T. Rowe Price Tax-Exempt Money Fd (PTEXX) | Mutual funds | Joint | $50,001 - $100,000 |
| VMFXX Vanguard Money Market Reserves Federal Money Market Fund (VMFXX) | Mutual funds | Joint | $50,001 - $100,000 |
| CIT: MFS International Equity Fund Fee Class U (GAACWX) | Mutual funds | Spouse | $15,001 - $50,000 |
| QYLD Global X NASDAQ 100 Covered Call ETF (QYLD) | Exchange-traded funds | Joint | $15,001 - $50,000 |
| XYLD Global X S&P 500 Covered Call ETF (XYLD) | Exchange-traded funds | Joint | $15,001 - $50,000 |
| JEPI JPMorgan Equity Premium Income ETF (JEPI) | Exchange-traded funds | Joint | $15,001 - $50,000 |
Annual Financial Disclosures
Reports on file under Kathy Castor’s own name, a filing signed by a namesake is not listed
- Annual · 2025House Clerk · filed May 24, 2026 · 72 assets, 0 liabilities parsedFiling ↗
- Annual · 2024House Clerk · filed May 15, 2025Filing ↗
- Annual · 2023House Clerk · filed May 10, 2024Filing ↗
- Annual · 2022House Clerk · filed May 24, 2023Filing ↗
- Annual · 2021House Clerk · filed May 19, 2022Filing ↗
- Amendment · 2020House Clerk · filed Sep 27, 2021Filing ↗
- Annual · 2020House Clerk · filed Aug 12, 2021Filing ↗
- Annual · 2019House Clerk · filed Aug 12, 2020Filing ↗
- Annual · 2018House Clerk · filed May 15, 2019Filing ↗
- Annual · 2017House Clerk · filed May 10, 2018Filing ↗
- Amendment · 2016House Clerk · filed May 18, 2017Filing ↗
- Annual · 2016House Clerk · filed May 15, 2017Filing ↗
- Annual · 2015House Clerk · filed May 13, 2016Filing ↗
Live Stock Portfolio
An estimate of what Kathy Castor holds now, rebuilt from every disclosed purchase and sale
Loading…
Proposed Legislation
Bills and resolutions Kathy Castor has sponsored
Loading…
Campaign Receipts
What Kathy Castor’s campaign committee raised and spent, quarter by quarter
Loading…
Outside Spending in Support
Committees that spent independently to support Kathy Castor’s election
Loading…
Where Donors Work
Employers named by the itemised individual donors to Kathy Castor’s campaign, totals by employer, never a person
Loading…
Other Candidates in the Race
Every candidate who has reported raising money in the most recent election for this seat, candidates for office are public by their own filing
Loading…
Outside Spending Against
Committees that spent independently against Kathy Castor
Loading…
Corporate Donors
PACs and other committees that contributed to Kathy Castor’s campaign
Loading…