Congressional Trades › Jacky Rosen

Trade Volume by Year

Estimated from reported brackets · hover a year, click to filter
BuysSellsTotal volume
$0$25K$50K$75K$100K20172018201920202021202220232017: $48K, click to see these trades2018: $57K, click to see these trades2019: $89K, click to see these trades2020: $16K, click to see these trades2021: $8K, click to see these trades2022: $32K, click to see these trades2023: $32K, click to see these trades

Top Traded Sectors

By SIC industry of the ticker · 26 trades classified
26Sector Trades
  • Technology27%
  • Other23%
  • Communication12%
  • Healthcare12%
  • Consumer12%
  • Industrials8%
  • Utilities8%
Technology leads with 27% of trades7 trades · $56K estimated volume

Recent Trades

Periodic transaction reports · click a stock for its page · every row links the filing
Traded · filedStockTransactionAmount (range)DescriptionSince trade
Jan 3, 2023filed Jan 11, 2023 GEGENERAL ELECTRIC CO · Stock Exchange $1K – $15K Underlying asset of IRA Rollover #1 ↗ …
Jan 3, 2023filed Jan 11, 2023 GEGENERAL ELECTRIC CO · Stock Exchange $1K – $15K Joint · Underlying asset of Brokerage #3 ↗ …
Jan 3, 2023filed Jan 11, 2023 GEGENERAL ELECTRIC CO · Stock Exchange $1K – $15K Joint · Underlying asset of Brokerage #7 ↗ …
Jan 3, 2023filed Jan 11, 2023 GEGENERAL ELECTRIC CO · Stock Exchange $1K – $15K Joint · Underlying asset of Brokerage #5 ↗ …
Apr 8, 2022filed Apr 21, 2022 TAT&T INC. · Stock Exchange $1K – $15K Joint · Underlying asset of Brokerage #3 ↗ …
Apr 8, 2022filed Apr 21, 2022 TAT&T INC. · Stock Exchange $1K – $15K Joint · Underlying asset of Brokerage #7 ↗ …
Apr 8, 2022filed Apr 21, 2022 TAT&T INC. · Stock Exchange $1K – $15K Joint · Underlying asset of Brokerage #5 ↗ …
Apr 1, 2022filed Apr 21, 2022 BDXBECTON DICKINSON & CO · Stock Exchange $1K – $15K Joint · Underlying asset of Brokerage #7 ↗ …
Nov 1, 2021filed Dec 9, 2021 DELLDell Technologies Inc. · Stock Exchange $1K – $15K Spouse · -- ↗ …
Nov 17, 2020filed Dec 10, 2020 PFEPFIZER INC · Stock Exchange $1K – $15K Joint · -- ↗ …
Feb 29, 2020filed Mar 13, 2020 IRIngersoll Rand Inc. · Stock Exchange $1K – $15K Joint · On 3/4/2020 Ingersoll Rand PLC (GDI) changed it's name to Trane Technologies PLC F (TT) ↗ …
May 23, 2019filed Jun 20, 2019 VFCV F CORP · Stock Exchange $1K – $15K Joint · -- ↗ …
Apr 15, 2019filed May 9, 2019 APCARKO Petroleum Corp. · Stock Sale $15K – $50K Joint · -- ↗ …
Apr 8, 2019filed May 9, 2019 NVSNOVARTIS AG · Stock Exchange $1K – $15K Joint · Alcon Inc. (ALC) shares received in exchange for Novartis AG (NVS) shares as a result of spin-off. ↗ …
Jan 2, 2019filed Feb 21, 2019 DELLDell Technologies Inc. · Stock Exchange $1K – $15K Spouse · ↗ …
Jan 2, 2019filed Feb 14, 2019 DDOMINION ENERGY, INC · Stock Exchange $15K – $50K Joint · ↗ …
Oct 12, 2018filed Oct 31, 2018 EVHCEnvision Healthcare Corporation · Stock Exchange $15K – $50K Joint · ↗ …
Jul 27, 2018filed Aug 15, 2018 QCPQuality Care Properties, Inc. · Stock Exchange $1K – $15K Joint · ↗ …
Jun 5, 2018filed Jul 15, 2018 EVRGEvergy, Inc. · Stock Exchange $1K – $15K Spouse · ↗ …
Mar 22, 2018filed Apr 1, 2018 DPSDr Pepper snapple Group, Inc Dr Pepper snapple Group, Inc (DPs) · Stock Sale $1K – $15K Joint · ↗ …
Sep 25, 2017filed Oct 1, 2017 ANFABERCROMBIE & FITCH CO /DE/ · Stock Sale $1K – $15K ↗ …
Sep 1, 2017filed Sep 21, 2017 MFGPMicro Focus Intl PLC aDS each representing one ord Sh (MFgP) · Stock Exchange $1K – $15K ↗ …
Jun 28, 2017filed Jul 9, 2017 CSTCST brands, Inc. · Stock Exchange $1K – $15K ↗ …
Apr 3, 2017filed Apr 19, 2017 DXCDXC Technology Co · Stock Exchange $1K – $15K ↗ …
Feb 28, 2017filed Apr 19, 2017 SESea Ltd · Stock Exchange $1K – $15K ↗ …
Feb 1, 2017filed Apr 19, 2017 LOGMLogMein, Inc. (LOgM) · Stock Exchange $1K – $15K Spouse · ↗ …

Net Worth KeyVex estimate

Added up from the value brackets on the annual financial disclosure filed Aug 13, 2026 · Filing ↗
$18.2MAssets disclosed · midpoint$10.0M to $26.3M
$550KDebts disclosed · midpoint$350K to $750K
$17.6MAssets minus debts · midpoint$9.3M to $26.0M

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 Jacky Rosen 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 Funds77 lines$14.3M
  • Corporate Securities95 lines$3.6M
  • Bank Deposit8 lines$323K

Largest Disclosed Holdings

The 25 lines with the highest value bracket, exactly as written on the filing
AssetKindOwnerValue as disclosed
VWIAX VWIAX - Vanguard Wellesley Income AdmiralMutual FundsJoint$1,000,001 - $5,000,000
FCNTX FCNTX - Fidelity Contrafund FundMutual FundsJoint$500,001 - $1,000,000
JACTX JACTX - Janus Henderson Forty TMutual FundsSpouse$500,001 - $1,000,000
TWCUX TWCUX - ULTRA FUND - Investor ClassMutual FundsJoint$500,001 - $1,000,000
ACSTX ACSTX - Invesco Comstock AMutual FundsSpouse$250,001 - $500,000
AMZN AMZN - Amazon.com, Inc.Corporate SecuritiesJoint$250,001 - $500,000
BIGRX BIGRX - DISCIPLINED CORE VALUE FUND - Investor ClassMutual FundsJoint$250,001 - $500,000
FCNTX FCNTX - Fidelity ContrafundMutual FundsSpouse$250,001 - $500,000
FCNTX FCNTX - Fidelity ContrafundMutual FundsJoint$250,001 - $500,000
HACAX HACAX - Harbor Capital Appreciation InstlMutual FundsSpouse$250,001 - $500,000
QQQ QQQ - Invesco QQQ TrustMutual FundsSpouse$250,001 - $500,000
SNSXX SNSXX - The Charles Schwab Family of Funds - Schwab U.S. TMutual FundsJoint$250,001 - $500,000
VWNAX VWNAX - Vanguard Windsor II Fund Admiral SharesMutual FundsJoint$250,001 - $500,000
AAPL AAPL - Apple Inc.Corporate SecuritiesJoint$100,001 - $250,000
ACSTX ACSTX - Invesco Comstock AMutual FundsJoint$100,001 - $250,000
ADBE ADBE - Adobe Inc.Corporate SecuritiesJoint$100,001 - $250,000
BRK-B BRK-B - Berkshire Hathaway Inc.Corporate SecuritiesJoint$100,001 - $250,000
BRK-B BRK-B - Berkshire Hathaway Inc.Corporate SecuritiesJoint$100,001 - $250,000
FAGAX FAGAX - Fidelity Advisor Series IIMutual FundsSpouse$100,001 - $250,000
FEQIX FEQIX - Fidelity Equity-IncomeMutual FundsSelf$100,001 - $250,000
FEQTX FEQTX - Fidelity Equity Dividend Income FundMutual FundsJoint$100,001 - $250,000
FMAGX FMAGX - Fidelity MagellanMutual FundsSelf$100,001 - $250,000
FMIJX FMIJX - FMI InternationalMutual FundsSpouse$100,001 - $250,000
FPURX FPURX - Fidelity PuritanMutual FundsSelf$100,001 - $250,000
FSKAX FSKAX - Fidelity Total Market IndexMutual FundsJoint$100,001 - $250,000

Annual Financial Disclosures

Reports on file under Jacky Rosen’s own name, a filing signed by a namesake is not listed
  • Annual · 2025Senate eFD · filed Aug 13, 2026 · 192 assets, 2 liabilities parsedFiling ↗
  • Annual · 2024Senate eFD · filed Aug 8, 2025Filing ↗
  • Annual · 2023Senate eFD · filed Jul 26, 2024Filing ↗
  • Annual · 2023Senate eFD · filed Jul 26, 2024Filing ↗
  • Annual · 2022Senate eFD · filed May 15, 2023Filing ↗
  • Annual · 2021Senate eFD · filed May 16, 2022Filing ↗
  • Annual · 2020Senate eFD · filed May 13, 2021Filing ↗
  • Annual · 2019Senate eFD · filed May 5, 2020Filing ↗
  • Annual · 2018Senate eFD · filed May 15, 2019Filing ↗
  • Annual · 2017House Clerk · filed May 10, 2018Filing ↗
  • Amendment · 2016House Clerk · filed Dec 26, 2017Filing ↗
  • Amendment · 2016House Clerk · filed Dec 26, 2017Filing ↗
  • New Filer · 2017House Clerk · filed May 8, 2017Filing ↗
  • Other · 2015House Clerk · filed Feb 24, 2016Filing ↗

Live Stock Portfolio

An estimate of what Jacky Rosen holds now, rebuilt from every disclosed purchase and sale
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Proposed Legislation

Bills and resolutions Jacky Rosen has sponsored
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Campaign Receipts

What Jacky Rosen’s campaign committee raised and spent, quarter by quarter
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Outside Spending in Support

Committees that spent independently to support Jacky Rosen’s election
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Where Donors Work

Employers named by the itemised individual donors to Jacky Rosen’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 Jacky Rosen
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Corporate Donors

PACs and other committees that contributed to Jacky Rosen’s campaign
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