Trade Volume by Year
Top Traded Sectors
- Technology44%
- Other28%
- Industrials24%
- Healthcare2%
- Financials1%
- Consumer1%
- Energy1%
Recent Trades
| Traded · filed | Stock | Transaction | Amount (range) | Description | Since trade |
|---|---|---|---|---|---|
| Sep 14, 2026filed Sep 30, 2026 | BDCorporate bondCentral VY Energy Auth Calif Commodity 5.00% Due Aug 1, 2034 | Purchase | $250K – $500K | Joint · ↗ | — |
| Sep 14, 2026filed Sep 30, 2026 | BDCorporate bondSan Joaquin VY Calif Clean Energy Auth 5.50% Due Jan 1, 2056 | Sale | $250K – $500K | Joint · ↗ | — |
| Sep 3, 2026filed Sep 30, 2026 | TTreasurySan Joaquin VY Calif Clean Energy Auth 5.50 % Due Jan 1, 2056 | Purchase | $250K – $500K | Joint · ↗ | — |
| Sep 3, 2026filed Sep 30, 2026 | BDCorporate bondCalifornia CMNTY Choice Fing Auth 5.00% Due Oct 1, 2056 | Sale | $250K – $500K | Joint · ↗ | — |
| Sep 3, 2026filed Sep 30, 2026 | MUMunicipal bondBoulder Larimer & Weld CNTYS Colo ST 05.00000% 12/15/2027 Vrain VY SCH Dist Gen Oblig | Purchase | $250K – $500K | Joint · ↗ | — |
| Aug 20, 2026filed Sep 14, 2026 | BDCorporate bondNew York NY City Transitional Fin 5.00% Due Nov 1, 2037 | Purchase | $15K – $50K | Joint · ↗ | — |
| Aug 7, 2026filed Aug 21, 2026 | MUMunicipal bondWashington ST 5% Go Utx Due 08/01/30 | Purchase | $250K – $500K | Joint · ↗ | — |
| Aug 6, 2026filed Aug 21, 2026 | BDCorporate bondSoutheast Energy Auth Coop Dist Ala 5.00% Due Sep 1, 2035 | Sale | $250K – $500K | Joint · ↗ | — |
| Aug 6, 2026filed Aug 21, 2026 | TTreasuryCalifornia CMNTY Choice Fing Auth 5.00 % Due Oct 1, 2056 | Purchase | $250K – $500K | Joint · ↗ | — |
| Jul 23, 2026filed Aug 11, 2026 | MUMunicipal bondFort Bend Tex Indpt SCH Dist Variable 04.00000% 08/01/2054 Rate Unltd Tax BLDG Ref BDS Ser. 2024B | Purchase | $250K – $500K | Joint · ↗ | — |
| May 28, 2026filed Jun 11, 2026 | —No tickerPacific Co B1 Bond - Trimble 05/29/28 · Cash | Purchase | $500K – $1.0M | Joint · Real estate bond ↗ | — |
| May 4, 2026filed May 26, 2026 | BDCorporate bondBlack Belt Energy Gas Dist Ala Gas 5.00% Due Oct 1, 2033 | Purchase | $250K – $500K | Joint · ↗ | — |
| May 4, 2026filed May 26, 2026 | MUMunicipal bondWise CNTY VA Indl Dev Auth Solid Waste 3.80% Due Nov 1, 2040 | Purchase | $50K – $100K | Joint · ↗ | — |
| Apr 30, 2026filed May 8, 2026 | BDCorporate bondSoutheast Energy Auth Coop Dist Ala 5.00% Due Sep 1, 2035 | Purchase | $1K – $15K | Joint · ↗ | — |
| Apr 9, 2026filed Apr 28, 2026 | MUMunicipal bondMaryland ST Dept TR 5% Comb Tax Due Nov 1, 2027 | Sale | $15K – $50K | Joint · partial ↗ | — |
| Apr 1, 2026filed Apr 28, 2026 | MUMunicipal bondTarrant CNTY Tex Cultural Ed Facs Fin 5.00% Due Nov 15, 2051 | Purchase | $15K – $50K | Joint · ↗ | — |
| Feb 23, 2026filed Mar 12, 2026 | BDCorporate bondSoutheast Energy Auth Coop Dist Ala 5.00% Due Sep 1, 2035 | Purchase | $15K – $50K | Joint · ↗ | — |
| Jan 13, 2026filed Jan 23, 2026 | MUMunicipal bondWashington ST MTR Veh Fuel Tax Related 5.00% Due Aug 1, 2028 | Sale | $50K – $100K | Joint · partial ↗ | — |
| Jan 13, 2026filed Jan 23, 2026 | MUMunicipal bondSpring TX Isd 4%31 Go Utx Due 08/15/31 | Sale | $15K – $50K | Joint · partial ↗ | — |
| Jan 13, 2026filed Jan 23, 2026 | BDCorporate bondSoutheast Energy Auth Coop Dist Ala 5.00% Due Sep 1, 2035 | Sale | $15K – $50K | Joint · partial ↗ | — |
| Jan 13, 2026filed Jan 23, 2026 | MUMunicipal bondPhiladelphia PA SCH Dist Go BDS Ser. F 5.00% Due Sep 1, 2027 | Sale | $15K – $50K | Joint · partial ↗ | — |
| Jan 13, 2026filed Jan 23, 2026 | MUMunicipal bondNorth Dakota ST HSG Fin Agy Home MTG 1.85% Due Jan 1, 2032 | Sale | $15K – $50K | Joint · partial ↗ | — |
| Jan 13, 2026filed Jan 23, 2026 | MUMunicipal bondMaryland ST Dept TR 5%27 Comb Tax Due 11/01/27 Due Nov 1, 2027 | Sale | $15K – $50K | Joint · partial ↗ | — |
| Jan 13, 2026filed Jan 23, 2026 | MUMunicipal bondIllinois ST Sales Tax Rev JR Oblig 4.00% Due Jun 15, 2030 | Sale | $15K – $50K | Joint · partial ↗ | — |
| Jan 13, 2026filed Jan 23, 2026 | MUMunicipal bondWisconsin ST Go BDS Ser. 2025 A 5.00% Due May 1, 2036 | Sale | $15K – $50K | Joint · partial ↗ | — |
| Jan 13, 2026filed Jan 23, 2026 | BDCorporate bondUniversity Kans Hos 4%36 SYST HLTH Due 03/01/36 | Sale | $50K – $100K | Joint · partial ↗ | — |
| Jan 13, 2026filed Jan 23, 2026 | MUMunicipal bondTX Trans Commn TPK 5%42 TPK Tran Due 08/15/42 | Sale | $15K – $50K | Joint · partial ↗ | — |
| Jan 13, 2026filed Jan 23, 2026 | BDCorporate bondTriborough Bridge & 4%31 SPL Tax Due 11/15/31 | Sale | $15K – $50K | Joint · partial ↗ | — |
| Jan 13, 2026filed Jan 23, 2026 | MUMunicipal bondTarrant CNTY Tex Cultural Ed Facs Fin 5.00% Due Nov 15, 2051 | Sale | $50K – $100K | Joint · partial ↗ | — |
| Jan 13, 2026filed Jan 23, 2026 | MUMunicipal bondArizona Indl Dev Auth Rev BDS Lincoln 5.00% Due Nov 1, 2029 | Sale | $15K – $50K | Joint · partial ↗ | — |
| Jan 6, 2026filed Jan 23, 2026 | BDCorporate bondNew York NY City Transitional Fin 5.00% Due Feb 1, 2032 | Sale | $250K – $500K | Joint · ↗ | — |
| Jan 6, 2026filed Jan 23, 2026 | BDCorporate bondNew York NY City Transitional Fin 5.00% Due Nov 1, 2037 | Purchase | $250K – $500K | Joint · ↗ | — |
| Dec 17, 2025filed Jan 12, 2026 | MUMunicipal bondTarrant CNTY Tex Cultural Ed Facs Fin 5.00% Due Nov 15, 2051 | Purchase | $1K – $15K | Joint · ↗ | — |
| Nov 21, 2025filed Dec 8, 2025 | MUMunicipal bondWashington ST MTR Veh Fuel Tax Related 5.00 % Due Aug 1, 2028 | Purchase | $15K – $50K | Joint · ↗ | — |
| Nov 19, 2025filed Dec 8, 2025 | MUMunicipal bondTarrant CNTY Tex Cultural Ed Facs Fin 5.00 % Due Nov 15, 2051 | Purchase | $250K – $500K | Joint · ↗ | — |
| Nov 18, 2025filed Dec 8, 2025 | MUMunicipal bondTX Trans Commn TPK 5%42 TPK Tran Due 08/15/42 | Purchase | $1K – $15K | Joint · ↗ | — |
| Nov 18, 2025filed Dec 8, 2025 | BDCorporate bondNew Jersey ST Transn TR FD Auth SYS BDS 5.00% Due Jun 15, 2035 | Sale | $250K – $500K | Joint · ↗ | — |
| Oct 30, 2025filed Nov 12, 2025 | MUMunicipal bondMaryland ST Dept TR 5%27 Comb Tax Due 11/01/27 | Purchase | $250K – $500K | Joint · ↗ | — |
| Oct 28, 2025filed Nov 12, 2025 | BDCorporate bondSoutheast Energy Auth Coop Dist Ala 5.00% Due Sep 1, 2035 | Purchase | $15K – $50K | Joint · ↗ | — |
| Oct 1, 2025filed Oct 30, 2025 | MUMunicipal bondTX Trans Commn TPK 5%42 TPK Tran Due 08/15/42 | Purchase | $1K – $15K | Joint · ↗ | — |
| Sep 30, 2025filed Oct 13, 2025 | —No tickerPacific Co B1 Bond - San Marcos 10/4/27 · Cash | Purchase | $250K – $500K | Joint · Real estate bond ↗ | — |
| Sep 12, 2025filed Sep 28, 2025 | BDCorporate bondSoutheast Energy Auth Coop Dist Ala 5.00% Due Sep 1, 2035 | Purchase | $250K – $500K | Joint · ↗ | — |
| Sep 12, 2025filed Sep 28, 2025 | MUMunicipal bondOklahoma City Okla Go BDS Ser. 2023 4.00 % Due Mar 1, 2035 | Sale | $250K – $500K | Joint · ↗ | — |
| Sep 10, 2025filed Sep 28, 2025 | TTreasuryTennessee Energy Ac 5%35 Edr Idr Due Dec 1, 2035 | Purchase | $1K – $15K | Joint · ↗ | — |
| Aug 8, 2025filed Aug 29, 2025 | TTreasuryNew York N Y City Transitional Fin 5.00 % Due Nov 1, 2027 | Sale | $250K – $500K | Joint · ↗ | — |
| Aug 8, 2025filed Aug 29, 2025 | BDCorporate bondTennessee Energy Ac 5%35 Edr Idr Due 12/01/35 | Purchase | $250K – $500K | Joint · ↗ | — |
| Jul 31, 2025filed Aug 9, 2025 | MUMunicipal bondWashington ST MTR Veh Fuel Tax Related 5.00% Due Aug 1, 2028 | Purchase | $250K – $500K | Joint · ↗ | — |
| Jul 16, 2025filed Aug 9, 2025 | MUMunicipal bondNew York New Y CI 2.6%26 Mult HSG Due 05/01/26 | Sale | $15K – $50K | Joint · partial ↗ | — |
| Jul 16, 2025filed Aug 9, 2025 | TTreasuryNew York N Y City Transitional Fin 5.00 % Due Nov 1, 2027 | Sale | $15K – $50K | Joint · partial ↗ | — |
| Jul 16, 2025filed Aug 9, 2025 | TTreasuryNew York N Y City Transitional Fin 5.00 % Due Feb 1, 2032 | Sale | $15K – $50K | Joint · partial ↗ | — |
| Jul 16, 2025filed Aug 9, 2025 | BDCorporate bondNew Jersey ST Transn TR FD Auth SYS BDS 5.00% Due Jun 15, 2035 | Sale | $15K – $50K | Joint · partial ↗ | — |
| Jul 16, 2025filed Aug 9, 2025 | MUMunicipal bondMichigan ST HSG Dev Auth Single Family 1.25 % Due Jun 1, 2027 | Sale | $15K – $50K | Joint · partial ↗ | — |
| Jul 16, 2025filed Aug 9, 2025 | MUMunicipal bondIllinois ST Sales Tax Rev JR Oblig 4.00% Due Jun 15, 2030 | Sale | $50K – $100K | Joint · partial ↗ | — |
| Jul 16, 2025filed Aug 9, 2025 | BDCorporate bondHonolulu HI City & 4%32 Go Utx Due 10/01/32 | Sale | $15K – $50K | Joint · partial ↗ | — |
| Jul 16, 2025filed Aug 9, 2025 | MUMunicipal bondWise CNTY VA Indl Dev Auth Solid Waste 3.80 % Due Nov 1, 2040 | Sale | $15K – $50K | Joint · partial ↗ | — |
| Jul 16, 2025filed Aug 9, 2025 | BDCorporate bondColorado Health Fac 5%49 Hosp HLTH Due 08/01/49 | Sale | $15K – $50K | Joint · partial ↗ | — |
| Jul 16, 2025filed Aug 9, 2025 | MUMunicipal bondWisconsin ST Go BDS Ser. 2025 A | Sale | $15K – $15K | Joint · partial ↗ | — |
| Jul 16, 2025filed Aug 9, 2025 | BDCorporate bondUniversity Tex Univ Revs Fing SYS BDS 5.00% Due Aug 15, 2036 | Sale | $15K – $50K | Joint · partial ↗ | — |
| Jul 16, 2025filed Aug 9, 2025 | MUMunicipal bondTX Trans Commn TPK 5%42 TPK Tran Due 08/15/42 | Sale | $15K – $50K | Joint · partial ↗ | — |
| Jul 16, 2025filed Aug 9, 2025 | BDCorporate bondTriborough Bridge & 4%31 SPL Tax Due 11/15/31 | Sale | $15K – $50K | Joint · partial ↗ | — |
| Jul 16, 2025filed Aug 9, 2025 | MUMunicipal bondSpring TX Isd 4%31 Go Utx Due 08/15/31 | Sale | $15K – $50K | Joint · partial ↗ | — |
| Jul 16, 2025filed Aug 9, 2025 | MUMunicipal bondSeattle WA MN LT PW 0%45 PWR Util Due 05/01/45 | Sale | $15K – $50K | Joint · partial ↗ | — |
| Jul 16, 2025filed Aug 9, 2025 | MUMunicipal bondPhiladelphia PA SCH Dist Go BDS Ser. F 5.00 % Due Sep 1, 2027 | Sale | $15K – $50K | Joint · partial ↗ | — |
| Jul 16, 2025filed Aug 9, 2025 | MUMunicipal bondOklahoma City Okla Go BDS Ser. 2023 4.00% Due Mar 1, 2035 | Sale | $15K – $50K | Joint · partial ↗ | — |
| Jul 16, 2025filed Aug 9, 2025 | MUMunicipal bondArizona Indl Dev Auth Rev BDS Lincoln 5.00 % Due Nov 1, 2029 | Sale | $15K – $50K | Joint · partial ↗ | — |
| Jul 16, 2025filed Aug 9, 2025 | MUMunicipal bondNorth Dakota ST HSG Fin Agy Home MTG 1.85 % Due Jan 1, 2032 | Sale | $15K – $50K | Joint · partial ↗ | — |
| Jun 18, 2025filed Jul 17, 2025 | BDCorporate bondUniversity Kans Hos 4%36 SYST HLTH Due 03/01/36 | Purchase | $250K – $500K | Joint · ↗ | — |
| Jun 18, 2025filed Jul 17, 2025 | TTreasuryFlorida Dev Fin Corp Healthcare Facs Rev 4.00 % Due Nov 15, 2035 | Sale | $250K – $500K | Joint · ↗ | — |
| Jun 11, 2025filed Jun 24, 2025 | MUMunicipal bondIllinois ST Sales Tax Rev JR Oblig 4.00 % Due Jun 15, 2030 | Sale | $15K – $50K | Joint · partial ↗ | — |
| Jun 11, 2025filed Jun 24, 2025 | MUMunicipal bondNorth Dakota ST HSG Fin Agy Home MTG 1.85 % Due Jan 1, 2032 | Sale | $50K – $100K | Joint · partial ↗ | — |
| Jun 11, 2025filed Jun 24, 2025 | —No tickerNew York NY City Transitional Fin · Stock | Sale | $15K – $15K | Joint · partial ↗ | — |
| Jun 11, 2025filed Jun 24, 2025 | TTreasuryNew York NY City Transitional Fin 5.00 % Due Nov 1, 2027 | Sale | $15K – $50K | Joint · partial ↗ | — |
| Jun 11, 2025filed Jun 24, 2025 | MUMunicipal bondNew York New Y CI 2.6%26 Mult HSG Due 05/01/26 | Sale | $15K – $50K | Joint · partial ↗ | — |
| Jun 11, 2025filed Jun 24, 2025 | MUMunicipal bondMichigan ST HSG Dev Auth Single Family 1.25 % Due Jun 1, 2027 | Sale | $50K – $100K | Joint · partial ↗ | — |
| Jun 11, 2025filed Jun 24, 2025 | MUMunicipal bondTX Trans Commn TPK 5%42 TPK Tran Due 08/15/42 | Sale | $50K – $100K | Joint · partial ↗ | — |
| Jun 11, 2025filed Jun 24, 2025 | BDCorporate bondTriborough Bridge & 4%31 SPL Tax Due 11/15/31 | Sale | $50K – $100K | Joint · partial ↗ | — |
| Jun 11, 2025filed Jun 24, 2025 | MUMunicipal bondSpring TX Isd 4%31 Go Utx Due 08/15/31 | Sale | $15K – $50K | Joint · partial ↗ | — |
| Jun 11, 2025filed Jun 24, 2025 | MUMunicipal bondSeattle WA MN LT PW 0%45 PWR Util Due 05/01/45 | Sale | $15K – $50K | Joint · partial ↗ | — |
| Jun 11, 2025filed Jun 24, 2025 | MUMunicipal bondPhiladelphia PA SCH Dist Go BDS Ser. F 5.00 % Due Sep 1, 2027 | Sale | $15K – $50K | Joint · partial ↗ | — |
| Jun 11, 2025filed Jun 24, 2025 | MUMunicipal bondOklahoma City Okla Go BDS Ser. 2023 4.00 % Due Mar 1, 2035 | Sale | $50K – $100K | Joint · partial ↗ | — |
| Jun 11, 2025filed Jun 24, 2025 | MUMunicipal bondArizona Indl Dev Auth Rev BDS Lincoln 5.00% Due Nov 1, 2029 | Sale | $15K – $50K | Joint · partial ↗ | — |
| Jun 11, 2025filed Jun 24, 2025 | BDCorporate bondHonolulu HI City & 4%32 Go Utx Due 10/01/32 | Sale | $15K – $50K | Joint · partial ↗ | — |
| Jun 11, 2025filed Jun 24, 2025 | BDCorporate bondColorado Health Fac 5%49 Hosp HLTH Due 08/01/49 | Sale | $50K – $100K | Joint · partial ↗ | — |
| Jun 11, 2025filed Jun 24, 2025 | MUMunicipal bondWise CNTY VA Indl Dev Auth Solid Waste 3.80% Due Nov 1, 2040 | Sale | $15K – $50K | Joint · partial ↗ | — |
| Jun 11, 2025filed Jun 24, 2025 | MUMunicipal bondWisconsin ST Go BDS Ser. 2025 A 5.00% Due May 1, 2036 | Sale | $100K – $250K | Joint · partial ↗ | — |
| Jun 4, 2025filed Jun 24, 2025 | MUMunicipal bondOhio ST Higher Ed Go BDS Ser. 2025 A 5.00% Due May 1, 2036 | Sale | $250K – $500K | Joint · ↗ | — |
| Jun 4, 2025filed Jun 24, 2025 | BDCorporate bondUniversity Tex Univ Revs Fing SYS BDS 5.00% Due Aug 15, 2036 | Purchase | $250K – $500K | Joint · ↗ | — |
| May 29, 2025filed Jun 8, 2025 | —No tickerPacific Co B1 Bond - Martha Gardens 06/01/2027 · Cash | Purchase | $500K – $1.0M | Joint · Real estate bond ↗ | — |
| May 27, 2025filed Jun 8, 2025 | MUMunicipal bondIllinois ST Sales Tax Rev JR Oblig 4.00% Due Jun 15, 2030 | Purchase | $1K – $15K | Joint · ↗ | — |
| May 22, 2025filed Jun 8, 2025 | MUMunicipal bondTX Trans Commn TPK 5%42 TPK Tran Due 08/15/42 | Purchase | $1K – $15K | Joint · ↗ | — |
| Apr 16, 2025filed May 7, 2025 | MUMunicipal bondUT ST Tran Auth 5%36 Excise Tax Due 06/15/36 | Sale | $250K – $500K | Joint · ↗ | — |
| Apr 16, 2025filed May 7, 2025 | MUMunicipal bondWisconsin ST Go BDS Ser. 2025 A 5.00% Due May 1, 2036 | Purchase | $250K – $500K | Joint · ↗ | — |
| Mar 19, 2025filed Apr 10, 2025 | MUMunicipal bondTX Trans Commn TPK 5% TPK Tran Due 08/15/42 | Sale | $250K – $500K | Joint · partial ↗ | — |
| Mar 19, 2025filed Apr 10, 2025 | MUMunicipal bondNew York New Y CI 2.6% Mult HSG Due 05/01/26 | Sale | $250K – $500K | Joint · partial ↗ | — |
| Mar 19, 2025filed Apr 10, 2025 | —No tickerNew Jersey ST Transn TR FD Auth · Stock | Sale | $250K – $250K | Joint · partial ↗ | — |
| Mar 19, 2025filed Apr 10, 2025 | MUMunicipal bondMichigan ST HSG Dev Auth Single Family 1.25% Due Jun 1, 2027 | Sale | $250K – $500K | Joint · partial ↗ | — |
| Mar 19, 2025filed Apr 10, 2025 | MUMunicipal bondIllinois ST Sales Tax Rev JR Oblig 4.00% Due Jun 15, 2030 | Sale | $100K – $250K | Joint · partial ↗ | — |
| Mar 19, 2025filed Apr 10, 2025 | BDCorporate bondHonolulu HI City & 4% Go Utx Due 10/01/32 | Sale | $250K – $500K | Joint · partial ↗ | — |
| Mar 19, 2025filed Apr 10, 2025 | MUMunicipal bondFlorida HSG Fin Corp Homeowner MTG Rev 2.15% Due Jul 1, 2029 | Sale | $100K – $250K | Joint · ↗ | — |
| Mar 19, 2025filed Apr 10, 2025 | BDCorporate bondFlorida Dev Fin Corp Healthcare Facs Rev 4.00% Due Nov 15, 2035 | Sale | $250K – $500K | Joint · partial ↗ | — |
The 100 most recently filed of 849 trades. Every filing, in full and free: keyvex.com/disclosures/congressional-trades/member/D000617.
Net Worth KeyVex estimate
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 Suzan K. DelBene 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
- Hedge & private equity funds (EIF)30 lines$55.1M
- Mutual funds18 lines$24.0M
- Real property2 lines$18.0M
- Exchange-traded funds10 lines$14.8M
- Government securities & agency debt32 lines$7.5M
- Other7 lines$6.4M
- Ownership interest (trade or business)2 lines$1.5M
- Debts owed to the filer2 lines$825K
- Bank accounts, money market accounts & CDs5 lines$266K
Largest Disclosed Holdings
| Asset | Kind | Owner | Value as disclosed |
|---|---|---|---|
| Columbia Pacific Income Fund II | Hedge & private equity funds (EIF) | Joint | $5,000,001 - $25,000,000 |
| Residential Real Estate | Real property | Joint | $5,000,001 - $25,000,000 |
| Caprock PSP V | Hedge & private equity funds (EIF) | Joint | $1,000,001 - $5,000,000 |
| Caprock Real Estate Opportunities I LP | Hedge & private equity funds (EIF) | Joint | $1,000,001 - $5,000,000 |
| CPEFX Cascade Private Capital Fund (CPEFX) | Mutual funds | Joint | $1,000,001 - $5,000,000 |
| CCLFX Cliffwater Corporate Lending Fund Class I (CCLFX) | Mutual funds | Joint | $1,000,001 - $5,000,000 |
| CELFX Cliffwater Enhanced Lending Fund Class I (CELFX) | Mutual funds | Joint | $1,000,001 - $5,000,000 |
| Fid GR Co Pool CL S | Other | Spouse | $1,000,001 - $5,000,000 |
| Fortress Credit Realty Income Trust Class B | Hedge & private equity funds (EIF) | Joint | $1,000,001 - $5,000,000 |
| IUSG iShares Core S&P U.S. Growth ETF (IUSG) | Exchange-traded funds | Joint | $1,000,001 - $5,000,000 |
| IUSV iShares Core S&P U.S. Value ETF (IUSV) | Exchange-traded funds | Joint | $1,000,001 - $5,000,000 |
| Pacific Co B1 Bond - Villa del Sol | Hedge & private equity funds (EIF) | Joint | $1,000,001 - $5,000,000 |
| Pacific West Real Estate Income LLC | Hedge & private equity funds (EIF) | Joint | $1,000,001 - $5,000,000 |
| PFIUX PIMCO Dynamic Bond Fund Class INSTL (PFIUX) | Mutual funds | Spouse | $1,000,001 - $5,000,000 |
| Redwood Kairos Real Estate Fund VIII | Hedge & private equity funds (EIF) | Joint | $1,000,001 - $5,000,000 |
| Residential Real Estate | Real property | Joint | $1,000,001 - $5,000,000 |
| Security Properties Multi-Family Fund VI | Hedge & private equity funds (EIF) | Joint | $1,000,001 - $5,000,000 |
| Security Properties Multi-Family Fund VII | Hedge & private equity funds (EIF) | Joint | $1,000,001 - $5,000,000 |
| TriLinc Global Impact Fund | Hedge & private equity funds (EIF) | Joint | $1,000,001 - $5,000,000 |
| VFWSX Vanguard FTSE All-World ex-US Index Fund Insti Shs (VFWSX) | Mutual funds | Spouse | $1,000,001 - $5,000,000 |
| Vanguard Institutional 500 Index Trust | Other | Spouse | $1,000,001 - $5,000,000 |
| VIMAX Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) | Mutual funds | Spouse | $1,000,001 - $5,000,000 |
| VOO Vanguard S&P 500 ETF (VOO) | Exchange-traded funds | Joint | $1,000,001 - $5,000,000 |
| VSMAX Vanguard Small Cap Index Fd Admiral Shs (VSMAX) | Mutual funds | Spouse | $1,000,001 - $5,000,000 |
| VTI Vanguard Total Stock Market ETF (VTI) | Exchange-traded funds | Joint | $1,000,001 - $5,000,000 |
Annual Financial Disclosures
- Annual · 2025House Clerk · filed May 14, 2026 · 109 assets, 0 liabilities parsedFiling ↗
- Annual · 2024House Clerk · filed May 15, 2025Filing ↗
- Annual · 2023House Clerk · filed Jun 20, 2024Filing ↗
- Annual · 2022House Clerk · filed Jun 14, 2023Filing ↗
- Annual · 2021House Clerk · filed May 15, 2022Filing ↗
- Annual · 2020House Clerk · filed Aug 6, 2021Filing ↗
- Annual · 2019House Clerk · filed Aug 10, 2020Filing ↗
- Annual · 2018House Clerk · filed May 15, 2019Filing ↗
- Amendment · 2017House Clerk · filed May 15, 2018Filing ↗
- Annual · 2017House Clerk · filed May 15, 2018Filing ↗
- Annual · 2016House Clerk · filed May 15, 2017Filing ↗
- Annual · 2015House Clerk · filed May 16, 2016Filing ↗
