Trade Volume by Year
Top Traded Sectors
- Technology23%
- Other23%
- Financials19%
- Industrials15%
- Consumer15%
- Communication4%
Recent Trades
| Traded · filed | Stock | Transaction | Amount (range) | Description | Since trade |
|---|---|---|---|---|---|
| Dec 9, 2025filed Jan 7, 2026 | BABOEING CO · Stock |
Sale | $1K – $15K | ↗ | … |
| Dec 9, 2025filed Jan 7, 2026 | BABOEING CO · Stock |
Sale | $1K – $15K | ↗ | … |
| Jan 14, 2022filed Jan 17, 2022 | PINSPINTEREST, INC. · Stock |
Sale | $1K – $15K | ↗ | … |
| Nov 15, 2021filed Dec 13, 2021 | MAINMain Street Capital CORP · Stock |
Sale | $15K – $50K | ↗ | … |
| Nov 15, 2021filed Dec 13, 2021 | BRK.BBERKSHIRE HATHAWAY INC · Stock |
Sale | $1K – $15K | partial ↗ | … |
| Nov 15, 2021filed Dec 13, 2021 | BRK.BBERKSHIRE HATHAWAY INC · Stock |
Sale | $1K – $15K | partial ↗ | … |
| Aug 19, 2021filed Aug 30, 2021 | MOALTRIA GROUP, INC. · Stock |
Sale | $1K – $15K | ↗ | … |
| Jul 20, 2021filed Aug 12, 2021 | NVDANVIDIA CORP · Stock |
Purchase | $1K – $15K | ↗ | … |
| Sep 2, 2020filed Sep 28, 2020 | XLFDR Select Sector Fund - Financial · Stock |
Sale | $1K – $15K | Spouse · partial ↗ | … |
| Aug 27, 2020filed Sep 28, 2020 | MOALTRIA GROUP, INC. · Stock |
Purchase | $1K – $15K | ↗ | … |
| Apr 22, 2020filed May 13, 2020 | PINSPINTEREST, INC. · Stock |
Purchase | $1K – $15K | ↗ | … |
| Apr 14, 2020filed May 13, 2020 | JETSU.S. Global Jets ETF · Stock |
Purchase | $1K – $15K | ↗ | … |
| Feb 21, 2020filed Feb 27, 2020 | NVDANVIDIA CORP · Stock |
Sale | $1K – $15K | partial ↗ | … |
| Jan 31, 2020filed Feb 27, 2020 | AMZNAMAZON COM INC · Stock |
Sale | $1K – $15K | ↗ | … |
| Feb 28, 2019filed Jul 26, 2019 | EXGEaton Vance Tax-Managed Global Diversified Equity Income Fund · Stock |
Purchase | $1K – $15K | ↗ | … |
| Feb 28, 2019filed Jul 26, 2019 | MAINMain Street Capital CORP · Stock |
Purchase | $1K – $15K | ↗ | … |
| Jan 14, 2019filed Jul 26, 2019 | EXGEaton Vance Tax-Managed Global Diversified Equity Income Fund · Stock |
Purchase | $1K – $15K | ↗ | … |
| Jan 4, 2019filed Jul 26, 2019 | BRK.BBERKSHIRE HATHAWAY INC · Stock |
Purchase | $1K – $15K | ↗ | … |
| Feb 14, 2018filed Apr 4, 2018 | NLYANNALY CAPITAL MANAGEMENT INC · Stock |
Sale | $1K – $15K | ↗ | … |
| Feb 14, 2018filed Apr 4, 2018 | NLYANNALY CAPITAL MANAGEMENT INC · Stock |
Sale | $1K – $15K | ↗ | … |
| Feb 14, 2018filed Apr 4, 2018 | TAT&T INC. · Stock |
Sale | $1K – $15K | ↗ | … |
| Feb 14, 2018filed Apr 4, 2018 | AMZNAMAZON COM INC · Stock |
Purchase | $1K – $15K | ↗ | … |
| Feb 14, 2018filed Apr 4, 2018 | NVDANVIDIA CORP · Stock |
Purchase | $1K – $15K | ↗ | … |
| Feb 14, 2018filed Apr 4, 2018 | BABOEING CO · Stock |
Purchase | $1K – $15K | ↗ | … |
| Feb 14, 2018filed Apr 4, 2018 | MAMastercard Inc · Stock |
Purchase | $1K – $15K | ↗ | … |
| Feb 14, 2018filed Apr 4, 2018 | AMDADVANCED MICRO DEVICES INC · Stock |
Purchase | $1K – $15K | ↗ | … |
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 David Rouzer 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.
How the headline is drawn. The midpoint of the assets’ brackets less the midpoint of the debts’, the arithmetic OpenSecrets used for its net-worth rankings and NOTUS uses today, so it lands where other estimates of David Rouzer’s wealth land. The two ranges below overlap, so the floor of this estimate is below zero: a member must list the mortgage on their home and need not list the home, which is how a filing ends up here. Read it as an estimate, not a bound.
1 asset listed with no value (“Undetermined”, “Unascertainable”) is left out.
By Kind of Asset
- Mutual funds18 lines$585K
- Exchange-traded funds14 lines$227K
- Stocks8 lines$98K
- Bank accounts, money market accounts & CDs3 lines$24K
- IRA (held in cash)1 line$8K
Largest Disclosed Holdings
| Asset | Kind | Owner | Value as disclosed |
|---|---|---|---|
| T Rowe Price Blue Chip Growth Inc. | Mutual funds | — | $100,001 - $250,000 |
| DODGE & COX STOCK | Mutual funds | — | $50,001 - $100,000 |
| VIMCX Virtus KAR Mid-Cap Core Fund I (VIMCX) | Mutual funds | — | $50,001 - $100,000 |
| AMD Advanced Micro Devices, Inc. (AMD) | Stocks | — | $15,001 - $50,000 |
| Eaton Vance Short Duration Strategic Income Fund | Mutual funds | — | $15,001 - $50,000 |
| Eaton Vance Tax-Managed Global Diversified Equity Income Fund | Mutual funds | — | $15,001 - $50,000 |
| FIRST EAGLE GLOBAL CLASS I | Mutual funds | — | $15,001 - $50,000 |
| FXH First Trust Health Care AlphaDEX (FXH) | Exchange-traded funds | — | $15,001 - $50,000 |
| LMBS First Trust Low Duration Opportunities ETF (LMBS) | Exchange-traded funds | — | $15,001 - $50,000 |
| First Trust Value Line Dividend Index Fund | Mutual funds | — | $15,001 - $50,000 |
| ISHARES CORE HIGH DIVIDEND | Exchange-traded funds | — | $15,001 - $50,000 |
| ISHARES TRUST CORE DIVID GWTH | Mutual funds | — | $15,001 - $50,000 |
| MFS INTERNATIONAL DIVERSIFICATION CLASS I | Mutual funds | — | $15,001 - $50,000 |
| NVDA NVIDIA Corporation (NVDA) | Stocks | — | $15,001 - $50,000 |
| COWZ Pacer US Cash Cows 100 ETF (COWZ) | Exchange-traded funds | — | $15,001 - $50,000 |
| GLD SPDR Gold Trust (GLD) | Exchange-traded funds | — | $15,001 - $50,000 |
| XLK SPDR Select Sector Fund - Technology (XLK) | Exchange-traded funds | — | $15,001 - $50,000 |
| PRWCX T. Rowe Price Capital Appreciation Fund (PRWCX) | Mutual funds | — | $15,001 - $50,000 |
| TFGYX American Beacon TwentyFour Strategic Income Fund - Y Class (TFGYX) | Mutual funds | — | $1,001 - $15,000 |
| Bank Deposit Sweep Program | Bank accounts, money market accounts & CDs | — | $1,001 - $15,000 |
| BRK.B Berkshire Hathaway Inc. New Common Stock (BRK.B) | Stocks | — | $1,001 - $15,000 |
| CASH | IRA (held in cash) | — | $1,001 - $15,000 |
| MBXIX Catalyst/Millburn Hedge Strategy Fund Class I (MBXIX) | Mutual funds | — | $1,001 - $15,000 |
| First Tr Morningstar Dividend Leaders Index Fund | Mutual funds | — | $1,001 - $15,000 |
| ISHARES RUSSELL 1000 INDEX FUND | Mutual funds | — | $1,001 - $15,000 |
Annual Financial Disclosures
- Annual · 2025House Clerk · filed Aug 6, 2026 · 45 assets, 1 liabilities parsedFiling ↗
- Annual · 2024House Clerk · filed Aug 1, 2025Filing ↗
- Annual · 2023House Clerk · filed Aug 6, 2024Filing ↗
- Amendment · 2022House Clerk · filed May 15, 2023Filing ↗
- Annual · 2022House Clerk · filed May 15, 2023Filing ↗
- Annual · 2021House Clerk · filed May 16, 2022Filing ↗
- Annual · 2020House Clerk · filed Aug 13, 2021Filing ↗
- Annual · 2019House Clerk · filed Aug 13, 2020Filing ↗
- Annual · 2018House Clerk · filed Jun 14, 2019Filing ↗
- Amendment · 2017House Clerk · filed Jun 20, 2018Filing ↗
- Annual · 2017House Clerk · filed May 16, 2018Filing ↗
- Annual · 2016House Clerk · filed May 15, 2017Filing ↗
- Annual · 2015House Clerk · filed May 16, 2016Filing ↗














