Trade Volume by Year
Top Traded Sectors
- Other28%
- Financials23%
- Consumer14%
- Industrials11%
- Communication7%
- Technology7%
- Healthcare5%
- Utilities4%
Recent Trades
| Traded · filed | Stock | Transaction | Amount (range) | Description | Since trade |
|---|---|---|---|---|---|
| Jul 23, 2026filed Aug 7, 2026 | OREALTY INCOME CORP · Stock |
Purchase | $1K – $15K | -- ↗ | … |
| Jun 29, 2026filed Jul 2, 2026 | TAT&T INC. · Stock |
Purchase | $1K – $15K | -- ↗ | … |
| May 21, 2026filed Jun 11, 2026 | KHCKraft Heinz Co · Stock |
Purchase | $1K – $15K | -- ↗ | … |
| Apr 23, 2026filed May 11, 2026 | SJMJ M SMUCKER Co · Stock |
Purchase | $1K – $15K | -- ↗ | … |
| Apr 23, 2026filed May 11, 2026 | CTVACorteva, Inc. · Stock |
Sale | $15K – $50K | -- ↗ | … |
| Apr 23, 2026filed May 11, 2026 | PEPPEPSICO INC · Stock |
Purchase | $15K – $50K | -- ↗ | … |
| Jan 12, 2026filed Jan 20, 2026 | WPCW. P. Carey Inc. · Stock |
Purchase | $15K – $50K | -- ↗ | … |
| Jan 12, 2026filed Jan 20, 2026 | SWKSTANLEY BLACK & DECKER, INC. · Stock |
Purchase | $15K – $50K | -- ↗ | … |
| Dec 12, 2025filed Jan 7, 2026 | INTCINTEL CORP · Stock |
Sale | $15K – $50K | Spouse · -- ↗ | … |
| Dec 12, 2025filed Jan 7, 2026 | VZVERIZON COMMUNICATIONS INC · Stock |
Purchase | $1K – $15K | -- ↗ | … |
| Nov 14, 2025filed Dec 4, 2025 | CAGCONAGRA BRANDS INC. · Stock |
Purchase | $1K – $15K | -- ↗ | … |
| Jul 10, 2025filed Nov 24, 2025 | OGNOrganon & Co. · Stock |
Sale | $1K – $15K | -- ↗ | … |
| Oct 31, 2024filed Nov 14, 2024 | LEGLeggett & Platt Inc · Stock |
Sale | $1K – $15K | -- ↗ | … |
| Oct 31, 2024filed Nov 14, 2024 | LWLamb Weston Holdings, Inc. · Stock |
Sale | $1K – $15K | -- ↗ | … |
| Oct 17, 2024filed Nov 14, 2024 | IVZInvesco Ltd. · Stock |
Sale | $1K – $15K | -- ↗ | … |
| Jul 17, 2024filed Aug 5, 2024 | OTISOtis Worldwide Corp · Stock |
Sale | $1K – $15K | -- ↗ | … |
| Jul 17, 2024filed Aug 5, 2024 | CARRCARRIER GLOBAL Corp · Stock |
Sale | $1K – $15K | -- ↗ | … |
| May 14, 2024filed May 23, 2024 | SOLVSolventum Corp · Stock |
Sale | $1K – $15K | -- ↗ | … |
| May 14, 2024filed May 23, 2024 | IFFINTERNATIONAL FLAVORS & FRAGRANCES INC · Stock |
Sale | $15K – $50K | -- ↗ | … |
| May 14, 2024filed May 23, 2024 | SLBSLB LIMITED/NV · Stock |
Sale | $1K – $15K | -- ↗ | … |
| May 14, 2024filed May 23, 2024 | CCLCarnival Corp Ltd. · Stock |
Sale | $1K – $15K | -- ↗ | … |
| Dec 28, 2023filed Jan 25, 2024 | DDOMINION ENERGY, INC · Stock |
Sale | $1K – $15K | -- ↗ | … |
| Nov 30, 2023filed Dec 21, 2023 | MUMunicipal bondREGIONAL TRANSN DIST COLO CTFS PARTN COPS 2015 A DUE 06/01/2031 DATED 08/20/2015 Rate/Coupon: 3.50% Matures: 06/01/2031 | Purchase | $15K – $50K | -- ↗ | — |
| Nov 2, 2023filed Dec 1, 2023 | MUMunicipal bondWILL CNTY ILL GO BDS 2016 DUE 11/15/2029 DATED 08/24/2016 4.00% INTEREST Rate/Coupon: 4.00% Matures: 11/15/2029 | Purchase | $15K – $50K | -- ↗ | — |
| Jul 28, 2023filed Aug 29, 2023 | MUMunicipal bondCOOK CNTY ILL CMNTY UNIT SCH DIST NO 401 ELMWOOD PK GO LTD SCH BDS 2019 A DUE 12/01/2034 Rate/Coupon: 3.375% Matures: 12/01/2034 | Purchase | $1K – $15K | -- ↗ | — |
| Jun 6, 2023filed Jun 30, 2023 | IFFINTERNATIONAL FLAVORS & FRAGRANCES INC · Stock |
Purchase | $1K – $15K | -- ↗ | … |
| Apr 27, 2023filed May 10, 2023 | MUMunicipal bondCOMAL CNTY TEX LTD TAX GO BDS 2017 DUE 02/01/2032 Rate/Coupon: 3.25% Matures: 02/01/2032 | Purchase | $15K – $50K | -- ↗ | — |
| Apr 14, 2023filed May 10, 2023 | MUMunicipal bondCOOK CNTY ILL HIGH SCH DIST NO 212 LEYDEN CMNTY GO DEBT CTFS Rate/Coupon: 3.00% Matures: 12/01/2029 | Purchase | $15K – $50K | -- ↗ | — |
| Mar 14, 2023filed Apr 12, 2023 | OREALTY INCOME CORP · Stock |
Purchase | $15K – $50K | -- ↗ | … |
| Mar 14, 2023filed Apr 12, 2023 | TFCTRUIST FINANCIAL CORP · Stock |
Purchase | $1K – $15K | -- ↗ | … |
| Mar 13, 2023filed Apr 12, 2023 | NUENUCOR CORP · Stock |
Sale | $50K – $100K | -- ↗ | … |
| Feb 9, 2023filed Feb 16, 2023 | MUMunicipal bondEL PASO TEX INDPT SCH DIST FOR ISSUES DTD PRIOR TO 07/02/09 Rate/Coupon: 3.00% Matures: 08/15/2032 | Purchase | $15K – $50K | -- ↗ | — |
| Feb 3, 2023filed Feb 16, 2023 | MUMunicipal bondMILWAUKEE WIS GO CORP PURP BDS 2016 B3 DUE 03/01/2033 Rate/Coupon: 3.00% Matures: 03/01/2033 | Purchase | $1K – $15K | -- ↗ | — |
| Dec 12, 2022filed Jan 10, 2023 | WBDWarner Bros. Discovery, Inc. · Stock |
Sale | $1K – $15K | -- ↗ | … |
| Jul 20, 2022filed Aug 22, 2022 | HRHealthcare Realty Trust Inc · Stock |
Exchange | $1K – $15K | -- ↗ | … |
| Aug 27, 2021filed May 16, 2022 | FSKFS KKR Capital Corp · Stock |
Purchase | $1K – $15K | -- ↗ | … |
| Apr 8, 2022filed May 11, 2022 | WBDWarner Bros. Discovery, Inc. · Stock |
Exchange | $1K – $15K | -- ↗ | … |
| Jan 3, 2022filed Jan 8, 2022 | IBMINTERNATIONAL BUSINESS MACHINES CORP · Stock |
Purchase | $1K – $15K | -- ↗ | … |
| Dec 7, 2021filed Jan 8, 2022 | HBANHUNTINGTON BANCSHARES INC /MD/ · Stock |
Purchase | $1K – $15K | -- ↗ | … |
| Nov 29, 2021filed Dec 7, 2021 | CAGCONAGRA BRANDS INC. · Stock |
Purchase | $1K – $15K | -- ↗ | … |
| Nov 29, 2021filed Dec 7, 2021 | OFCCorporate Office Properties Trust Common Stock · Stock |
Purchase | $1K – $15K | -- ↗ | … |
| Nov 9, 2021filed Dec 7, 2021 | VZVZmatchedVZ | Purchase | $1K – $15K | -- ↗ | — |
| Jul 21, 2021filed Aug 3, 2021 | OREALTY INCOME CORP · Stock |
Purchase | $15K – $50K | -- ↗ | … |
| Jul 7, 2021filed Aug 3, 2021 | BDCorporate bondFORD MOTOR CRDT CO LLC 02.550% 072026 DTD070121 Rate/Coupon: 02.550% Matures: 07/02/2026 | Purchase | $15K – $50K | -- ↗ | — |
| Jun 7, 2021filed Jul 6, 2021 | JNPRJuniper Networks, Inc. · Stock |
Purchase | $1K – $15K | -- ↗ | … |
| May 25, 2021filed Jul 6, 2021 | SPGSIMON PROPERTY GROUP INC. · Stock |
Purchase | $1K – $15K | -- ↗ | … |
| Apr 15, 2021filed Apr 22, 2021 | VPUVanguard Utilities Index Fund ETF Shares · Stock |
Purchase | $1K – $15K | -- ↗ | … |
| Mar 22, 2021filed Apr 22, 2021 | —No tickerOAKTREE STRATEGIC INCOME CORP (Exchanged) OAKTREE SPECIALTY LENDING CORP (Received) · Stock | Exchange | $1K – $15K | -- ↗ | — |
| Jan 15, 2021filed Feb 2, 2021 | AEPAMERICAN ELECTRIC POWER CO INC · Stock |
Purchase | $1K – $15K | -- ↗ | … |
| Jan 15, 2021filed Feb 2, 2021 | STAGSTAG Industrial, Inc. · Stock |
Purchase | $1K – $15K | -- ↗ | … |
| Dec 14, 2020filed Jan 5, 2021 | AEPAMERICAN ELECTRIC POWER CO INC · Stock |
Purchase | $1K – $15K | -- ↗ | … |
| Apr 3, 2020filed May 1, 2020 | —No tickerUNTD TECHNOLOGIES CORP COMMON STOCK (UTC) (Exchanged) RAYTHEON TECHNOLOGIES STOCK (RTX) (Received) · Stock | Exchange | $1K – $15K | -- ↗ | — |
| Feb 18, 2020filed Mar 9, 2020 | BDCorporate bondALLY FINL INC NTS B/E 02.200% 021525 DTD022120 Rate/Coupon: 02.200% Matures: 02/15/2025 | Purchase | $1K – $15K | -- ↗ | — |
| Jan 27, 2020filed Feb 3, 2020 | BDCorporate bondBK OF NOVA SCOTIA NTS 02.500% 012927 DTD012920 Rate/Coupon: 02.500% Matures: 01/29/2027 | Purchase | $1K – $15K | -- ↗ | — |
| Jan 10, 2020filed Feb 3, 2020 | BDCorporate bondCOCA-COLA CO/THE B/E 02.125% 090629 DTD090619 Rate/Coupon: 02.125% Matures: 09/06/2029 | Purchase | $1K – $15K | -- ↗ | — |
| Jan 10, 2020filed Feb 3, 2020 | MUMunicipal bondKINGS PARK N Y CENT SCH DIST BDS 2019 NEW YORK ST AID INTERCEPT PROG Rate/Coupon: 2.00% Matures: 09/01/2033 | Purchase | $1K – $15K | -- ↗ | — |
| Dec 31, 2019filed Jan 25, 2020 | MUMunicipal bondWARRINGTON TWP PA GO BDS 2014 DUE 12/01/2029 (Exchanged) WARRINGTON TWP PA GO BDS 2014 DUE 12/01/2029 PREREFUNDED 12/01/2024 (Received) Rate/Coupon: 3.125% Matures: 12/01/2029 | Exchange | $1K – $15K | -- ↗ | — |
| Dec 31, 2019filed Jan 25, 2020 | MUMunicipal bondWARRINGTON TWP PA GO BDS 2014 DUE 12/01/2029 (Exchanged) WARRINGTON TWP PA GO BDS 2014 DUE 12/01/2029 CALLABLE-NEXT PRICING CALL 12/01/2024 (Received) Rate/Coupon: 3.125% Matures: 12/01/2029 | Exchange | $1K – $15K | -- ↗ | — |
| Dec 19, 2019filed Jan 18, 2020 | BDCorporate bondALEXANDRIA REAL ESTATE E 02.750% 121529 DTD091219 Rate/Coupon: 02.750% Matures: 12/15/29 | Purchase | $15K – $50K | -- ↗ | — |
| Dec 19, 2019filed Jan 18, 2020 | BDCorporate bondDOW CHEMICAL CO/THE B/E 03.000% 121529 DTD121819 Rate/Coupon: 03.000% Matures: 12/15/29 | Purchase | $15K – $50K | -- ↗ | — |
| Dec 6, 2019filed Dec 23, 2019 | TFCTRUIST FINANCIAL CORP · Stock |
Exchange | $15K – $50K | -- ↗ | … |
| Nov 19, 2019filed Dec 18, 2019 | BDCorporate bondSIMON PPTY GROUP LP B/E 02.450% 091329 DTD091319 Rate/Coupon: 02.450% Matures: 09/13/29 | Purchase | $1K – $15K | -- ↗ | — |
| Nov 13, 2019filed Nov 21, 2019 | BDCorporate bondGEORGIA POWER CO B/E 02.650% 091529 DTD091019 Rate/Coupon: 02.650% Matures: 09/15/2029 | Purchase | $1K – $15K | -- ↗ | — |
| Aug 21, 2019filed Sep 3, 2019 | MUMunicipal bondCOOK CNTY ILL SCH DIST NO 157 GO REF BDS 2019 Rate/Coupon: 2.875% Matures: 05/01/2039 | Purchase | $1K – $15K | -- ↗ | — |
| Jul 29, 2019filed Sep 3, 2019 | MUMunicipal bondBROOKHAVEN GA DEV AUTH REV BDS CHILDRENS HLTHCARE OF ATLANTA 2019 A Rate/Coupon: 3.00% Matures: 07/01/2046 | Purchase | $1K – $15K | -- ↗ | — |
| Jul 3, 2019filed Aug 1, 2019 | BDCorporate bondVERIZON COMM INC 03.700% 081529 DTD081717 Rate/Coupon: 03.700% Matures: 08/15/2029 | Purchase | $1K – $15K | -- ↗ | — |
| Jun 13, 2019filed Jul 2, 2019 | MUMunicipal bondCLEVELAND OHIO GO VAR PURP BDS 2019A DUE 12/01/2043 Rate/Coupon: 3.00% Matures: 12/01/2043 | Purchase | $1K – $15K | -- ↗ | — |
| Jun 6, 2019filed Jul 2, 2019 | BDCorporate bondBRIGHTHOUSE FINL INC NTS 03.700% 062227 DTD 122217 Rate/Coupon: 03.700% Matures: 06/22/2027 | Purchase | $1K – $15K | -- ↗ | — |
| May 2, 2019filed May 21, 2019 | MUMunicipal bondVIRGINIA COMWLTH TRANSN BRD TRANSN REV CAP PROJ REV BDS 2016 Rate/Coupon: 3.00% Matures: 05/15/2040 | Purchase | $15K – $50K | -- ↗ | — |
| Apr 25, 2019filed May 21, 2019 | TOTTOTAL S.A. · Stock |
Sale | $15K – $50K | -- ↗ | … |
| Apr 25, 2019filed May 21, 2019 | SHWSHERWIN WILLIAMS CO · Stock |
Sale | $1K – $15K | -- ↗ | … |
| Apr 25, 2019filed May 21, 2019 | MUMunicipal bondOAK GROVE CALIF SCH DIST GO BDS C Rate/Coupon: 3.00% Matures: 08/01/2040 | Purchase | $1K – $15K | -- ↗ | — |
| Apr 24, 2019filed May 21, 2019 | BDCorporate bondLEGGETT & PLATT INC B/E Rate/Coupon: 03.500% Matures: 11/15/2027 | Purchase | $15K – $50K | -- ↗ | — |
| Apr 17, 2019filed Apr 25, 2019 | BDCorporate bondNEXTERA ENERGY CAPITAL 03.500% 040129 DTD040419 Rate/Coupon: 03.500% Matures: 04/01/2029 | Purchase | $15K – $50K | -- ↗ | — |
| Mar 29, 2019filed Apr 25, 2019 | MUMunicipal bondSANTA CLARA CALIF UNI SCH DIST GO BDS 2019 DUE 07/01/2042 Rate/Coupon: 3.00% Matures: 07/01/2042 | Purchase | $1K – $15K | -- ↗ | — |
| Feb 21, 2019filed Mar 15, 2019 | BDCorporate bondAMERICAN INTL GROUP B/E 03.900% 040126 DTD032216 Rate/Coupon: 03.900% Matures: 04/01/2026 | Purchase | $1K – $15K | -- ↗ | — |
| Feb 1, 2019filed Feb 19, 2019 | MUMunicipal bondHONOLULU HAWAII CITY & CNTY GO BDS A DUE 10/01/2041 Rate/Coupon: 3.00% Matures: 10/01/2041 | Purchase | $1K – $15K | -- ↗ | — |
| Jan 4, 2019filed Feb 1, 2019 | BDCorporate bondANHEUSER-BUSCH INBEV 04.000% 041328 DTD040418 Rate/Coupon: 04.000% Matures: 04/13/2028 | Purchase | $1K – $15K | -- ↗ | — |
| Jan 4, 2019filed Feb 1, 2019 | BDCorporate bondNUCOR CORP NTS B/E 03.950% 050128 DTD042618 Rate/Coupon: 03.950% Matures: 05/01/2028 | Purchase | $1K – $15K | -- ↗ | — |
| Nov 16, 2018filed Dec 30, 2018 | BDCorporate bondNEXTERA ENERGY CAPITAL 03.550% 050127 DTD042817 Rate/Coupon: 03.550% Matures: 05/01/27 | Purchase | $1K – $15K | -- ↗ | — |
| Nov 9, 2018filed Nov 16, 2018 | GISGENERAL MILLS INC · Stock |
Purchase | $1K – $15K | -- ↗ | … |
| Nov 9, 2018filed Nov 16, 2018 | BDCorporate bondMARSH & MCLENNAN COS INC 03.500% 060324 DTD053014 Rate/Coupon: 03.500% Matures: 06/03/2024 | Purchase | $1K – $15K | -- ↗ | — |
| Nov 9, 2018filed Nov 16, 2018 | MUMunicipal bondWARRINGTON TWP PA GO BDS 2014 DUE 12/01/2029 Rate/Coupon: 3.125% Matures: 12/01/2029 | Purchase | $1K – $15K | -- ↗ | — |
| Oct 30, 2018filed Nov 16, 2018 | GEGENERAL ELECTRIC CO · Stock |
Sale | $1K – $15K | -- ↗ | … |
| Oct 30, 2018filed Nov 16, 2018 | TAT&T INC. · Stock |
Purchase | $1K – $15K | -- ↗ | … |
| Oct 24, 2018filed Nov 16, 2018 | MUMunicipal bondLEXINGTON-FAYETTE URBAN CNTY GOVT KY GO VAR PURP GO BDS 2018A DUE 10/01/2036 Rate/Coupon: 3.50% Matures: 10/01/2036 | Purchase | $1K – $15K | -- ↗ | — |
| Oct 24, 2018filed Nov 16, 2018 | MUMunicipal bondMADISON ALA GO SCH WTS 2018 D DUE 02/01/2034 Rate/Coupon: 3.625% Matures: 02/01/2034 | Purchase | $1K – $15K | -- ↗ | — |
| Sep 27, 2018filed Oct 9, 2018 | BDCorporate bondCAPITAL ONE FINANCIAL CO 04.200% 102925 DTD102915 Rate/Coupon: 04.200% Matures: 10/29/25 | Purchase | $15K – $50K | -- ↗ | — |
| Sep 24, 2018filed Oct 9, 2018 | MUMunicipal bondLENAWEE CNTY MICH GO LTD TAX BDS 2018 DUE 05/01/2032 Rate/Coupon: 3.25% Matures: 05/01/2032 | Purchase | $1K – $15K | -- ↗ | — |
| Aug 22, 2018filed Sep 7, 2018 | BDCorporate bondHEALTHCARE REALY TR INC 03.875% 050125 DTD042415 Rate/Coupon: 03.875% Matures: 05/01/2025 | Purchase | $1K – $15K | -- ↗ | — |
| Jun 27, 2018filed Jul 3, 2018 | MUMunicipal bondAMARILLO TEX GO BDS2018 Rate/Coupon: 3.50% Matures: 02/15/2039 | Purchase | $1K – $15K | -- ↗ | — |
| Jun 5, 2018filed Jul 3, 2018 | BDCorporate bondHUMANA INC NTS B/E 03.950% 031527 DTD031617 Rate/Coupon: 03.950% Matures: 03/15/2027 | Purchase | $1K – $15K | -- ↗ | — |
| Jun 5, 2018filed Jul 3, 2018 | BDCorporate bondNORDSTROM INC B/E 04.000% 031527 DTD030917 Rate/Coupon: 04.000% Matures: 03/15/27 | Purchase | $1K – $15K | -- ↗ | — |
| May 23, 2018filed Jul 3, 2018 | MUMunicipal bondMASON MICH PUB SCHS DIST SCH BLDG AND SITE BDS 2018-1 MICHIGAN SCHOOL BOND LOAN FUND (Q-SBLF) DUE 05/01/2038 Rate/Coupon: 3.375% Matures: 05/01/2038 | Purchase | $1K – $15K | -- ↗ | — |
| May 23, 2018filed Jul 3, 2018 | BDCorporate bondGENERAL ELEC CAP CORP 04.050% 021527 DTD022412 Rate/Coupon: 04.050% Matures: 02/15/27 | Purchase | $1K – $15K | -- ↗ | — |
| May 21, 2018filed Jul 3, 2018 | SHWSHERWIN WILLIAMS CO · Stock |
Sale | $1K – $15K | -- ↗ | … |
| Sep 1, 2017filed May 15, 2018 | DWDPDOW - DOW CHEMICAL (Exchanged) DowDuPont Inc. (Received) · Stock |
Exchange | $15K – $50K | -- ↗ | … |
| Sep 1, 2017filed May 15, 2018 | DWDPDD - DU PONT DE NEMOURS (Exchanged) DowDuPont Inc. (Received) · Stock |
Exchange | $15K – $50K | -- ↗ | … |
| Apr 30, 2018filed May 10, 2018 | MUMunicipal bondMILLTOWN NJ GO BDS 2018 A B C Rate/Coupon: 3.00% Matures: 05/01/2028 | Purchase | $15K – $50K | -- ↗ | — |
| Apr 30, 2018filed May 10, 2018 | MUMunicipal bondMEMPHIS TENN GEN IMPT BDS 2018 Rate/Coupon: 3.50% Matures: 06/01/2037 | Purchase | $1K – $15K | -- ↗ | — |
The 100 most recently filed of 216 trades. Every filing, in full and free: keyvex.com/disclosures/congressional-trades/member/P000595.
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 Gary C. Peters 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
- Corporate Securities105 lines$3.0M
- Mutual Funds66 lines$2.6M
- Bank Deposit23 lines$1.7M
- Government Securities48 lines$648K
- Life Insurance2 lines$108K
- Annuity1 line$75K
- Business Entity1 line$33K
Largest Disclosed Holdings
| Asset | Kind | Owner | Value as disclosed |
|---|---|---|---|
| UBS Bank USA Core Savings | Bank Deposit | Self | $500,001 - $1,000,000 |
| Congressional Federal | Bank Deposit | Self | $250,001 - $500,000 |
| Vanguard Wellington Fund (VWELX) | Mutual Funds | Spouse | $250,001 - $500,000 |
| FXAIX FXAIX - Fidelity 500 Index Fund | Mutual Funds | Spouse | $100,001 - $250,000 |
| LOW LOW - Lowe's Companies Inc. (NYSE) | Corporate Securities | Self | $100,001 - $250,000 |
| MSFT MSFT - Microsoft Corporation (NASDAQ) | Corporate Securities | Self | $100,001 - $250,000 |
| SGOV SGOV - iShares 0-3 Month Treasury Bond ETF | Mutual Funds | Self | $100,001 - $250,000 |
| SHW SHW - The Sherwin-Williams Company (NYSE) | Corporate Securities | Self | $100,001 - $250,000 |
| UBS Bank USA Core Savings | Bank Deposit | Self | $100,001 - $250,000 |
| ABBV ABBV - AbbVie Inc. (NYSE) | Corporate Securities | Self | $50,001 - $100,000 |
| BAC BAC - Bank of America Corporation (NYSE) | Corporate Securities | Self | $50,001 - $100,000 |
| BK BK - The Bank of New York Mellon Corporation (NYSE) | Corporate Securities | Self | $50,001 - $100,000 |
| CSCO CSCO - Cisco Systems, Inc. (NASDAQ) | Corporate Securities | Self | $50,001 - $100,000 |
| ECL ECL - Ecolab Inc. (NYSE) | Corporate Securities | Self | $50,001 - $100,000 |
| FSMDX FSMDX - Fidelity Mid Cap Index Fund | Mutual Funds | Spouse | $50,001 - $100,000 |
| JPM JPM - JPMorgan Chase & Co. (NYSE) | Corporate Securities | Self | $50,001 - $100,000 |
| MDY MDY - SPDR S&P MidCap 400 ETF (NYSEArca) | Mutual Funds | Self | $50,001 - $100,000 |
| Metlife | Annuity | Self | $50,001 - $100,000 |
| PG PG - The Procter & Gamble Company (NYSE) | Corporate Securities | Self | $50,001 - $100,000 |
| SPY SPY - SPDR S&P 500 ETF (NYSEArca) | Mutual Funds | Self | $50,001 - $100,000 |
| T Rowe Price Retirement 2030 Adv | Mutual Funds | Spouse | $50,001 - $100,000 |
| Transamerica Advisors Life Insurance | Life Insurance | Self | $50,001 - $100,000 |
| UBS-UBS Group AG (NYSE) | Corporate Securities | Joint | $50,001 - $100,000 |
| United States Senate Federal Credit Union | Bank Deposit | Joint | $50,001 - $100,000 |
| VASVX VASVX - Vanguard Whitehall Funds Selected Value Fund | Mutual Funds | Spouse | $50,001 - $100,000 |
Annual Financial Disclosures
- Annual · 2025Senate eFD · filed May 14, 2026 · 257 assets, 0 liabilities parsedFiling ↗
- Annual · 2024Senate eFD · filed May 15, 2025Filing ↗
- Annual · 2023Senate eFD · filed May 15, 2024Filing ↗
- Annual · 2022Senate eFD · filed May 15, 2023Filing ↗
- Annual · 2022Senate eFD · filed May 3, 2023Filing ↗
- Annual · 2021Senate eFD · filed May 16, 2022Filing ↗
- Annual · 2020Senate eFD · filed May 17, 2021Filing ↗
- Annual · 2019Senate eFD · filed Aug 13, 2020Filing ↗
- Annual · 2018Senate eFD · filed May 15, 2019Filing ↗
- Annual · 2017Senate eFD · filed May 15, 2018Filing ↗
- Annual · 2016Senate eFD · filed May 15, 2017Filing ↗
- Annual · 2015Senate eFD · filed May 16, 2016Filing ↗
- Annual · 2014Senate eFD · filed May 15, 2015Filing ↗








































