Congressional Trades › Bill Hagerty
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 · 32 trades classified
- Other38%
- Financials38%
- Technology9%
- Consumer9%
- Industrials3%
- Healthcare3%
Other leads with 38% of trades12 trades · $451K estimated volume
Recent Trades
Periodic transaction reports · click a stock for its page · every row links the filing · 1 row restated by a later filing, not counted
| Traded · filed | Stock | Transaction | Amount (range) | Description | Since trade |
|---|---|---|---|---|---|
| Jan 29, 2026filed Mar 2, 2026 | FDFundHall Ward Energy Fund II, LP Company: Hall Ward Energy Fund II, LP (Oklahoma City, OK) Description: Limited Partnership with the purpose of investing in non-operating working interests in oil and gas wells. | Purchase | $100K – $250K | -- ↗ | — |
| Jan 23, 2026filed Feb 23, 2026 | ·Other assetContour Venture Partners V, LP Company: Contour Venture Partners V, LP (Princeton, NJ) Description: Limited partnership for the purpose of making early stage equity investments. | Purchase | $250K – $500K | -- ↗ | — |
| Jul 22, 2024filed Aug 11, 2025 |  ETRNEquitrans Midstream Corp (Exchanged) Eqt Corp (Received) · Stock |
Exchange | $15K – $50K | While no immediate PTR required, provided to clearly denote basis for the renamed asset on the 2024 annual report that was previously named ETRN. ↗ | … |
| Jan 2, 2025filed Jan 22, 2025 |  AHL-CAspen Insurance Holdings Ltd [Ahl/Pc] · Stock |
Sale | $15K – $50K | Asset sold by Roundstone Ventures LLC ↗ | … |
| Dec 13, 2024filed Dec 30, 2024 |  EQCEquity Commonwealth · Stock |
Sale | $1K – $15K | Asset sold by Roundstone Ventures LLC. ↗ | … |
| Dec 10, 2024filed Dec 30, 2024 | PVPrivate holdingCareBridge Company: RSV QOZB LTSS, Inc. (Nashville, TN) Description: Healthcare services technology and business. | Sale | $250K – $500K | Child · Asset sold by DC 4. ↗ | — |
| Dec 10, 2024filed Dec 30, 2024 | PVPrivate holdingCareBridge Company: RSV QOZB LTSS, Inc. (Nashville, TN) Description: Healthcare services technology and business. | Sale | $250K – $500K | Child · Asset sold by DC 1. ↗ | — |
| Dec 10, 2024filed Dec 30, 2024 | PVPrivate holdingCareBridge Company: RSV QOZB LTSS, Inc. (Nashville, TN) Description: Healthcare services technology and business. | Sale | $250K – $500K | Child · Asset sold by DC 2. ↗ | — |
| Dec 10, 2024filed Dec 30, 2024 | PVPrivate holdingCareBridge Company: RSV QOZB LTSS, Inc. (Nashville, TN) Description: Healthcare services technology and business. | Sale | $250K – $500K | Child · Asset sold by DC 3. ↗ | — |
| Oct 30, 2024filed Nov 25, 2024 | BDCorporate bondKeysight Technologies Bond Rate/Coupon: 4.55% Matures: 10/30/2024 | Sale | $50K – $100K | Bond Matured 10/30/2024. Asset held in Roundstone Ventures LLC ↗ | — |
| Nov 6, 2023filed Aug 13, 2024 |  CEQPCrestwood Equity Partners LP (Exchanged) Energy Transfer LP (Received) · Stock |
Exchange | $50K – $100K | While no immediate PTR required, provided to clearly denote basis for the renamed asset on the 2023 annual report that was previously named CEQP. ↗ | … |
| Dec 27, 2023filed Jan 10, 2024 |  DDOGDatadog, Inc. · Stock |
Sale | $1K – $15K | Asset held by Roundstone Ventures LLC. ↗ | … |
| Oct 2, 2023filed Oct 18, 2023 | REReal estateNSHD MSE Block C Joint Venture, LLC Company: NSHD MSE Block C Joint Venture, LLC (Nashville, TN) Description: LLC interest for the purpose of investing in commercial real estate. | Purchase | $250K – $500K | Asset held by Roundstone Ventures, LLC. ↗ | — |
| Oct 2, 2023filed Oct 18, 2023 | REReal estate445 Park Commons Company: 445 Park Commons (Nashville, TN) Description: Underlying commercial real estate asset owned by NSHD MSE Block C Joint Venture, LLC in Nashville, TN. | Purchase | $250K – $500K | -- ↗ | — |
| Mar 9, 2022filed Aug 14, 2023 |  TACOBerto Acquisition Corp. · Stock |
Sale | $15K – $50K | Asset held by Roundstone Ventures LLC ↗ | … |
| Aug 19, 2022filed Sep 2, 2022 |  BKEPPBlueknight Energy Partners L.P. - Series A Preferr · Stock |
Sale | $15K – $50K | Asset sold by Roundstone Ventures LLC ↗ | … |
| Dec 28, 2021filed Jul 20, 2022 |  SBNYSignature Bank - Common Stock · Stock |
Sale | $15K – $50K | Child · Asset sold in DC 2 Trust ↗ | … |
| Dec 28, 2021filed Jul 20, 2022 | SBNYSignature Bank - Common Stock · Stock |
Sale | $15K – $50K | Child · Asset sold in DC 3 Trust ↗ | … |
| Dec 28, 2021filed Jul 20, 2022 | SBNYSignature Bank - Common Stock · Stock |
Sale | $15K – $50K | Child · Asset sold in DC 1 Trust ↗ | … |
| Jun 15, 2022filed Jul 13, 2022 | REReal estateHC D Hill Partners, LP Company: HC D Hill Partners, LP (Wilmington, DE) Description: Limited Partnership for the purpose of acquiring, developing and selling commercial real estate | Purchase | $100K – $250K | Child · Asset held by Dependent Child 4 Trust ↗ | — |
| Jun 15, 2022filed Jul 13, 2022 | REReal estateHC D Hill Partners, LP Company: HC D Hill Partners, LP (Wilmington, DE) Description: Limited Partnership for the purpose of acquiring, developing and selling commercial real estate. | Purchase | $100K – $250K | Child · Asset held by Dependent Child 1 Trust ↗ | — |
| Jun 15, 2022filed Jul 13, 2022 | REReal estateHC D Hill Partners, LP Company: HC D Hill Partners, LP (Wilmington, DE) Description: Limited Partnership for purpose of acquiring, developing and selling commercial real estate | Purchase | $100K – $250K | Child · Asset held by Dependent Child 2 Trust ↗ | — |
| Jun 15, 2022filed Jul 13, 2022 | REReal estateHC D Hill Partners, LP Company: HC D Hill Partners, LP (Wilmington, DE) Description: Limited Partnership for the purpose of acquiring, developing and selling commercial real estate | Purchase | $100K – $250K | Child · Asset held by Dependent Child 3 Trust ↗ | — |
| May 6, 2022filed May 16, 2022 |  LMNDLemonade, Inc. · Stock |
Sale | $1K – $15K | Asset held by Roundstone Ventures LLC. ↗ | … |
| Apr 22, 2022filed May 16, 2022 | ·Other assetCareBridge Company: RSV QOZB LTSS, Inc. (Nashville, TN) Description: Health care services technology company | Purchase | $100K – $250K | Child · Asset held by Dependent Child 4 through interest in Liberty Partners, LLC ↗ | — |
| Apr 22, 2022filed May 16, 2022 | ·Other assetCareBridge Company: RSV QOZB LTSS, Inc. (Nashville, TN) Description: Health care services technology business | Purchase | $100K – $250K | Child · Asset held by Dependent Child 1 through interest in Liberty Partners, LLC ↗ | — |
| Apr 22, 2022filed May 16, 2022 | ·Other assetCareBridge Company: RSV QOZB LTSS, Inc. (Nashville, TN) Description: Health care services technology business | Purchase | $100K – $250K | Child · Asset held by Dependent Child 2 through interest in Liberty Partners, LLC ↗ | — |
| Apr 22, 2022filed May 16, 2022 | ·Other assetCareBridge Company: RSV QOZB LTSS, Inc. (Nashville, TN) Description: Health care services technology business | Purchase | $100K – $250K | Child · Asset held by Dependent Child 3 through interest in Liberty Partners, LLC ↗ | — |
| Mar 9, 2022filed Apr 13, 2022 | TACOBerto Acquisition Corp. · Stock |
Sale | $15K – $50K | Asset held by Roundstone Ventures LLC Amended ↗ | … |
| Feb 28, 2022filed Mar 29, 2022 | ·Other assetNashville Soccer Holdings, LLC Company: Nashville Soccer Holdings, LLC (Nashville, TN) Description: Holds sports and entertainment interests. | Purchase | $1.0M – $5.0M | Child · Asset held by Dependent Child 4 through interest in Liberty Partners, LLC ↗ | — |
| Feb 28, 2022filed Mar 29, 2022 | ·Other assetLiberty Partners, LLC Company: Liberty Partners, LLC (Nashville, TN) Description: LLC for the purpose of holding sports and entertainment interests | Purchase | $1.0M – $5.0M | Child · Asset held by Dependent Child 2 ↗ | — |
| Feb 28, 2022filed Mar 29, 2022 | ·Other assetLiberty Partners, LLC Company: Liberty Partners, LLC (Nashville, TN) Description: LLC for the purpose of holding sports and entertainment interests | Purchase | $1.0M – $5.0M | Child · Asset held by Dependent Child 3 ↗ | — |
| Feb 28, 2022filed Mar 29, 2022 | ·Other assetLiberty Partners, LLC Company: Liberty Partners, LLC (Nashville, TN) Description: LLC for the purpose of holding sports and entertainment interests | Purchase | $1.0M – $5.0M | Child · Asset held by Dependent Child 4 ↗ | — |
| Feb 28, 2022filed Mar 29, 2022 | ·Other assetNashville Soccer Holdings, LLC Company: Nashville Soccer Holdings, LLC (Nashville, Tennessee) Description: Holds sports and entertainment interests. | Purchase | $1.0M – $5.0M | Child · Asset held by Dependent Child 1 through interest in Liberty Partners, LLC ↗ | — |
| Feb 28, 2022filed Mar 29, 2022 | ·Other assetNashville Soccer Holdings, LLC Company: Nashville Soccer Holdings, LLC (Nashville, TN) Description: Holds sports and entertainment interests. | Purchase | $1.0M – $5.0M | Child · Asset held by Dependent Child 2 through interest in Liberty Partners, LLC ↗ | — |
| Feb 28, 2022filed Mar 29, 2022 | ·Other assetNashville Soccer Holdings, LLC Company: Nashville Soccer Holdings, LLC (Nashville, TN) Description: Holds sports and entertainment interests. | Purchase | $1.0M – $5.0M | Child · Asset held by Dependent Child 3 through interest in Liberty Partners, LLC ↗ | — |
| Feb 28, 2022filed Mar 29, 2022 | ·Other assetLiberty Partners, LLC Company: Liberty Partners, LLC (Nashville, TN) Description: LLC for the purpose of holding sports and entertainment interests | Purchase | $1.0M – $5.0M | Child · Asset held by Dependent Child 1 ↗ | — |
| Dec 29, 2021filed Jan 10, 2022 |  CLDTChatham Lodging Trust · Stock |
Sale | $1K – $15K | Asset held by Roundstone Ventures, LLC. ↗ | … |
| Dec 29, 2021filed Jan 10, 2022 |  PNFPPinnacle Financial Partners, Inc. · Stock |
Sale | $100K – $250K | Asset held by Roundstone Ventures, LLC. ↗ | … |
| Dec 29, 2021filed Jan 10, 2022 |  CCEPCOCA-COLA EUROPACIFIC PARTNERS plc · Stock |
Sale | $50K – $100K | Asset held by Roundstone Ventures, LLC. ↗ | … |
| Dec 29, 2021filed Jan 10, 2022 |  ENVAEnova International, Inc. · Stock |
Sale | $15K – $50K | Asset held by Roundstone Ventures, LLC. ↗ | … |
| Dec 29, 2021filed Jan 10, 2022 |  BKEPBlueknight Energy Partners L.P., L.L.C. - Common U · Stock |
Sale | $15K – $50K | Asset held by Roundstone Ventures, LLC. ↗ | … |
| Dec 29, 2021filed Jan 10, 2022 |  NSNustar Energy L.P. Common Units · Stock |
Sale | $50K – $100K | Asset held by Roundstone Ventures, LLC. ↗ | … |
| Dec 28, 2021filed Jan 10, 2022 |  RNRRENAISSANCERE HOLDINGS LTD · Stock |
Sale | $250K – $500K | Asset held by William F. Hagerty IV. ↗ | … |
| Dec 28, 2021filed Jan 10, 2022 | DDOGDatadog, Inc. · Stock |
Sale | $15K – $50K | Asset held by Roundstone Ventures, LLC. ↗ | … |
| Dec 23, 2021filed Jan 10, 2022 |  RHPRyman Hospitality Properties, Inc. · Stock |
Sale | $100K – $250K | Asset held by Roundstone Ventures, LLC. ↗ | … |
| Dec 23, 2021filed Jan 10, 2022 | RHPRyman Hospitality Properties, Inc. · Stock |
Sale | $15K – $50K | Asset held by William F. Hagerty IV. ↗ | … |
| Dec 23, 2021filed Jan 10, 2022 | RNRRENAISSANCERE HOLDINGS LTD · Stock |
Sale | $250K – $500K | Asset held by Roundstone Ventures, LLC. ↗ | … |
| Dec 16, 2021filed Dec 22, 2021 |  VRMVroom, Inc. · Stock |
Sale | $1K – $15K | Asset owned by Roundstone Ventures, LLC ↗ | … |
| Dec 1, 2021filed Dec 22, 2021 |  CTAAClearthink 1 Acquisition Corp. · Corporate Bond |
Sale | $50K – $100K | Asset owned by Roundstone Ventures, LLC. ↗ | … |
| Nov 8, 2021filed Nov 23, 2021 | DDOGDatadog, Inc. · Stock |
Sale | $1.0M – $5.0M | Asset held in Roundstone Ventures, LLC ↗ | … |
| Jun 8, 2021filed Jul 8, 2021 |  BABOEING CO · Stock |
Purchase | $1K – $15K | Asset owned by Roundstone Ventures LLC ↗ | … |
| May 17, 2021filed Jun 8, 2021 |  FL4.SGFLIR SYSTEMS INC. Registered Sh (Exchanged) Teledyne Technologies Incorporated (Received) · Stock |
Exchange | $15K – $50K | FLIR Systems Merger With Teledyne Asset Held in Roundstone Ventures, LLC ↗ | … |
| Apr 20, 2021filed May 4, 2021 |  NTRANatera, Inc. · Stock |
Sale | $1K – $15K | Asset held by Roundstone Ventures, LLC ↗ | … |
| Mar 26, 2021filed Apr 8, 2021 |  QRTEPQurate Retail, Inc. · Stock |
Purchase | $15K – $50K | Asset held by Roundstone Ventures, LLC ↗ | … |
| Jan 11, 2021filed Feb 24, 2021 | REReal estateHC 17th and Grand Partners, LP Company: HC 17th and Grand Partners, LP (Wilmington, DE) Description: Limited Partnership for the purpose of acquiring, developing and selling commercial real estate | Purchase | $50K – $100K | Child · Asset held by Christine B. Hagerty Irrevocable Trust ↗ | — |
| Jan 11, 2021filed Feb 24, 2021 | REReal estateHC 17th and Grand Partners, LP Company: HC 17th and Grand Partners, LP (Wilmington, DE) Description: Limited Partnership for purpose of acquiring, developing and selling commercial real estate | Purchase | $250K – $500K | Asset held by Roundstone Ventures, LLC ↗ | — |
| Jan 11, 2021filed Feb 24, 2021 | REReal estateHC 17th and Grand Partners, LP Company: HC 17th and Grand Partners, LP (Wilmington, DE) Description: Limited Partnership for purpose of acquiring, developing and selling commercial real estate | Purchase | $50K – $100K | Child · Asset held by William F. Hagerty V Irrevocable Trust ↗ | — |
| Jan 11, 2021filed Feb 24, 2021 | REReal estateHC 17th and Grand Partners, LP Company: HC 17th and Grand Partners, LP (Wilmington, DE) Description: Limited Partnership for the purpose of acquiring, developing and selling commercial real estate | Purchase | $50K – $100K | Child · Asset held by Stephen L. Hagerty Irrevocable Trust ↗ | — |
| Jan 11, 2021filed Feb 24, 2021 | REReal estateHC 17th and Grand Partners, LP Company: HC 17th and Grand Partners, LP (Wilmington, DE) Description: Limited Partnership for the purpose of acquiring, developing and selling commercial real estate | Purchase | $50K – $100K | Child · Asset held by Tara E. Hagerty Irrevocable Trust ↗ | — |
| Feb 16, 2021filed Feb 19, 2021 | CTAAClearthink 1 Acquisition Corp. · Stock |
Sale | $15K – $50K | -- ↗ | … |
| Jan 26, 2021filed Feb 19, 2021 | VRVRMmatchedVroom, Inc. | Purchase | $1K – $15K | -- ↗ | — |
| Jan 19, 2021filed Feb 19, 2021 | EDEDITmatchedEditas Medicine, Inc. | Sale | $15K – $50K | -- ↗ | — |
| Jan 8, 2021filed Feb 19, 2021 | VRMVroom, Inc. · Stock |
Purchase | $1K – $15K | -- ↗ | … |
| Jan 8, 2021filed Feb 19, 2021 | LMNDLemonade, Inc. · Stock |
Sale | $1K – $15K | -- ↗ | … |
Net Worth KeyVex estimate
Added up from the value brackets on the annual financial disclosure filed Aug 12, 2026 · Filing ↗
$64.5MAssets disclosed · midpoint$29.1M to $99.9M
$6.8MDebts disclosed · midpoint$3.5M to $10.1M
$57.7MAssets minus debts · midpoint$19.0M to $96.4M
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 Bill Hagerty 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.
By Kind of Asset
Midpoint of the disclosed ranges, in the filer’s own categories
- Mutual Funds39 lines$25.7M
- Business Entity23 lines$16.1M
- Corporate Securities61 lines$11.7M
- Accounts Receivable4 lines$5.3M
- Investment Fund1 line$3.0M
- Government Securities5 lines$901K
- Life Insurance2 lines$825K
- Real Estate4 lines$758K
- Bank Deposit16 lines$286K
Largest Disclosed Holdings
The 25 lines with the highest value bracket, exactly as written on the filing
| Asset | Kind | Owner | Value as disclosed |
|---|---|---|---|
| VFIAX VFIAX - Vanguard 500 Index Fd Admiral Shs | Mutual Funds | Self | $5,000,001 - $25,000,000 |
| Line of Credit for DC 4 Irrevocable Trust | Accounts Receivable | Self | $1,000,001 - $5,000,000 |
| Nashville Soccer Holdings, LLC | Business Entity | Child | $1,000,001 - $5,000,000 |
| Nashville Soccer Holdings, LLC | Business Entity | Child | $1,000,001 - $5,000,000 |
| Nashville Soccer Holdings, LLC | Business Entity | Child | $1,000,001 - $5,000,000 |
| Nashville Soccer Holdings, LLC | Business Entity | Child | $1,000,001 - $5,000,000 |
| NEWAsurion | Corporate Securities | Self | $1,000,001 - $5,000,000 |
| Princeton Fund LLC Class A Series 1 | Investment Fund | Self | $1,000,001 - $5,000,000 |
| SPY SPY - SPDR S&P 500 ETF Trust | Mutual Funds | Self | $1,000,001 - $5,000,000 |
| Contour Venture Partners II, LP | Business Entity | Self | $500,001 - $1,000,000 |
| EPD EPD - Enterprise Products Partners L.P. | Corporate Securities | Self | $500,001 - $1,000,000 |
| ET ET - Energy Transfer LP | Corporate Securities | Self | $500,001 - $1,000,000 |
| HC 17th and Grand Partners, LP | Business Entity | Self | $500,001 - $1,000,000 |
| Line of Credit for DC 1 Irrevocable Trust | Accounts Receivable | Self | $500,001 - $1,000,000 |
| Line of Credit for DC 2 Irrevocable Trust | Accounts Receivable | Self | $500,001 - $1,000,000 |
| Line of Credit for DC 3 Irrevocable Trust | Accounts Receivable | Self | $500,001 - $1,000,000 |
| Northwestern Mutual Life Insurance | Life Insurance | Self | $500,001 - $1,000,000 |
| TOIXX TOIXX - TOIXX - Federated Hermes Treasury Obligation Shares | Mutual Funds | Self | $500,001 - $1,000,000 |
| 445 Park Commons | Real Estate | Self | $250,001 - $500,000 |
| ANET ANET - Arista Networks, Inc. | Corporate Securities | Self | $250,001 - $500,000 |
| Contour Opportunity Fund | Business Entity | Self | $250,001 - $500,000 |
| Contour Venture Partners III, LP | Business Entity | Self | $250,001 - $500,000 |
| IBDR IBDR - iShares iBonds Dec 2026 Term Corporate ETF | Corporate Securities | Self | $250,001 - $500,000 |
| MDLZ MDLZ - Mondelez International, Inc. | Corporate Securities | Self | $250,001 - $500,000 |
| PH PH - Parker-Hannifin Corporation | Corporate Securities | Self | $250,001 - $500,000 |
Annual Financial Disclosures
Reports on file under Bill Hagerty’s own name, a filing signed by a namesake is not listed
- Annual · 2025Senate eFD · filed Aug 12, 2026 · 172 assets, 8 liabilities parsedFiling ↗
- Annual · 2024Senate eFD · filed Aug 11, 2025Filing ↗
- Annual · 2023Senate eFD · filed Aug 13, 2024Filing ↗
- Annual · 2022Senate eFD · filed Aug 21, 2023Filing ↗
- Annual · 2022Senate eFD · filed Aug 21, 2023Filing ↗
- Annual · 2022Senate eFD · filed Aug 14, 2023Filing ↗
- Annual · 2021Senate eFD · filed Aug 13, 2022Filing ↗
- Annual · 2020Senate eFD · filed Aug 16, 2021Filing ↗
- Annual · 2019Senate eFD · filed Jul 10, 2020Filing ↗
- Annual · 2019Senate eFD · filed Jul 7, 2020Filing ↗
- Annual · 2019Senate eFD · filed Mar 12, 2020Filing ↗
- Annual · 2019Senate eFD · filed Jan 7, 2020Filing ↗
Live Stock Portfolio
An estimate of what Bill Hagerty holds now, rebuilt from every disclosed purchase and sale
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Proposed Legislation
Bills and resolutions Bill Hagerty has sponsored
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Campaign Receipts
What Bill Hagerty’s campaign committee raised and spent, quarter by quarter
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Outside Spending in Support
Committees that spent independently to support Bill Hagerty’s election
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Where Donors Work
Employers named by the itemised individual donors to Bill Hagerty’s campaign, totals by employer, never a person
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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
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Outside Spending Against
Committees that spent independently against Bill Hagerty
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Corporate Donors
PACs and other committees that contributed to Bill Hagerty’s campaign
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