Congressional Trades › Pete Ricketts
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 · 25 trades classified
- Financials24%
- Consumer20%
- Healthcare16%
- Materials12%
- Industrials8%
- Energy8%
- Technology8%
- Communication4%
Financials leads with 24% of trades6 trades · $650K estimated volume
Recent Trades
Periodic transaction reports · click a stock for its page · every row links the filing
| Traded · filed | Stock | Transaction | Amount (range) | Description | Since trade |
|---|---|---|---|---|---|
| Sep 21, 2023filed Oct 20, 2023 |  YUMYUM BRANDS INC · Stock |
Sale | $50K – $100K | Spouse · -- ↗ | … |
| Sep 21, 2023filed Oct 20, 2023 |  NTRNutrien Ltd. · Stock |
Sale | $50K – $100K | Spouse · -- ↗ | … |
| Sep 21, 2023filed Oct 20, 2023 |  MRKMerck & Co., Inc. · Stock |
Sale | $50K – $100K | Spouse · -- ↗ | … |
| Sep 21, 2023filed Oct 20, 2023 |  MDTMedtronic plc · Stock |
Sale | $50K – $100K | Spouse · -- ↗ | … |
| Sep 21, 2023filed Oct 20, 2023 |  MCDMCDONALDS CORP · Stock |
Sale | $100K – $250K | Spouse · -- ↗ | … |
| Sep 21, 2023filed Oct 20, 2023 |  KOCOCA COLA CO · Stock |
Sale | $100K – $250K | Spouse · -- ↗ | … |
| Sep 21, 2023filed Oct 20, 2023 |  JNJJOHNSON & JOHNSON · Stock |
Sale | $100K – $250K | Spouse · -- ↗ | … |
| Sep 21, 2023filed Oct 20, 2023 |  GDGENERAL DYNAMICS CORP · Stock |
Sale | $100K – $250K | Spouse · -- ↗ | … |
| Sep 21, 2023filed Oct 20, 2023 |  EQNREQUINOR ASA · Stock |
Sale | $100K – $250K | Spouse · -- ↗ | … |
| Sep 21, 2023filed Oct 20, 2023 |  EMREMERSON ELECTRIC CO · Stock |
Sale | $100K – $250K | Spouse · -- ↗ | … |
| Sep 21, 2023filed Oct 20, 2023 |  CVSCVS HEALTH Corp · Stock |
Sale | $50K – $100K | Spouse · -- ↗ | … |
| Sep 21, 2023filed Oct 20, 2023 |  WALWESTERN ALLIANCE BANCORPORATION · Stock |
Sale | $50K – $100K | Spouse · -- ↗ | … |
| Sep 21, 2023filed Oct 20, 2023 |  CUBECubeSmart · Stock |
Sale | $50K – $100K | Spouse · -- ↗ | … |
| Sep 21, 2023filed Oct 20, 2023 |  CFCF Industries Holdings, Inc. · Stock |
Sale | $50K – $100K | Spouse · -- ↗ | … |
| Sep 21, 2023filed Oct 20, 2023 |  BRK.BBERKSHIRE HATHAWAY INC · Stock |
Sale | $100K – $250K | Spouse · -- ↗ | … |
| Sep 21, 2023filed Oct 20, 2023 |  APAAPA Corp · Stock |
Sale | $50K – $100K | Spouse · -- ↗ | … |
| Sep 21, 2023filed Oct 20, 2023 |  ADPAUTOMATIC DATA PROCESSING INC · Stock |
Sale | $50K – $100K | Spouse · -- ↗ | … |
| Sep 21, 2023filed Oct 20, 2023 |  ABTABBOTT LABORATORIES · Stock |
Sale | $100K – $250K | Spouse · -- ↗ | … |
| Sep 21, 2023filed Oct 20, 2023 |  VZVERIZON COMMUNICATIONS INC · Stock |
Sale | $50K – $100K | Spouse · -- ↗ | … |
| Sep 21, 2023filed Oct 20, 2023 |  UNPUNION PACIFIC CORP · Stock |
Sale | $100K – $250K | Spouse · -- ↗ | … |
| Sep 21, 2023filed Oct 20, 2023 |  UNHUNITEDHEALTH GROUP INC · Stock |
Sale | $100K – $250K | Spouse · -- ↗ | … |
| Sep 21, 2023filed Oct 20, 2023 |  PNCPNC FINANCIAL SERVICES GROUP, INC. · Stock |
Sale | $50K – $100K | Spouse · -- ↗ | … |
| Sep 21, 2023filed Oct 20, 2023 |  PMPhilip Morris International Inc. · Stock |
Sale | $100K – $250K | Spouse · -- ↗ | … |
| Sep 21, 2023filed Oct 20, 2023 |  PLDPrologis, Inc. · Stock |
Sale | $50K – $100K | Spouse · -- ↗ | … |
| Sep 21, 2023filed Oct 20, 2023 |  PGPROCTER & GAMBLE Co · Stock |
Sale | $100K – $250K | Spouse · -- ↗ | … |
| Feb 9, 2023filed Feb 17, 2023 | MUMunicipal bondNew York City Transitional Fin Auth Revenue Bond Rate/Coupon: 5.0% Matures: 11/01/2037 | Purchase | $50K – $100K | Spouse · -- ↗ | — |
| Feb 6, 2023filed Feb 17, 2023 | MUMunicipal bondGeorgia State General Obligation Bond Rate/Coupon: 5.0% Matures: 08/01/2033 | Sale | $100K – $250K | Spouse · -- ↗ | — |
| Jan 26, 2023filed Feb 17, 2023 | MUMunicipal bondAubrey Texas Indpt Sch Dist Revenue Bond Rate/Coupon: 5.0% Matures: 02/15/2034 | Sale | $50K – $100K | Spouse · -- ↗ | — |
| Jan 24, 2023filed Feb 17, 2023 | MUMunicipal bondMassachusetts State General Obligation Bond Rate/Coupon: 5.0% Matures: 02/01/2032 | Sale | $100K – $250K | Spouse · -- ↗ | — |
| Jan 18, 2023filed Feb 17, 2023 | MUMunicipal bondNew York General Obligation Bond Rate/Coupon: 5.0% Matures: 09/01/2033 | Sale | $100K – $250K | Spouse · -- ↗ | — |
Net Worth KeyVex estimate
Added up from the value brackets on the annual financial disclosure filed May 15, 2026 · Filing ↗
$271.4MAssets disclosed · midpointfrom $128.8M, 3 with no stated ceiling
$528KDebts disclosed · midpoint$340K to $715K
$270.9MAssets minus debts · midpointsopen-ended brackets counted at their floor
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 Pete Ricketts 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 Pete Ricketts’s wealth land. Read it as an estimate, not a bound.
3 holdings are reported only as “over” an amount, with no ceiling, and counted at that floor, so the headline is, if anything, low.
By Kind of Asset
Midpoint of the disclosed ranges, in the filer’s own categories
- Corporate Securities24 lines · 1 with no stated ceiling$125.0M+
- Mutual Funds52 lines$59.2M
- Real Estate9 lines$40.5M
- Bank Deposit28 lines · 1 with no stated ceiling$25.8M+
- Government Securities142 lines$10.0M
- Investment Fund23 lines$8.7M
- Accounts Receivable5 lines · 1 with no stated ceiling$1.1M+
- Other1 line$750K
- Retirement Plans2 lines$208K
Largest Disclosed Holdings
The 25 lines with the highest value bracket, exactly as written on the filing
| Asset | Kind | Owner | Value as disclosed |
|---|---|---|---|
| SCHW SCHW - Charles Schwab Corporation (The) Common Stock | Corporate Securities | Joint | $25,000,001 - $50,000,000 |
| SCHW SCHW - Charles Schwab Corporation (The) Common Stock | Corporate Securities | Self | $25,000,001 - $50,000,000 |
| Charles Schwab | Bank Deposit | Self | $5,000,001 - $25,000,000 |
| DFIEX DFIEX - Dfa International Core Equity Portfolio | Mutual Funds | Joint | $5,000,001 - $25,000,000 |
| Land | Real Estate | Spouse | $5,000,001 - $25,000,000 |
| Nebraska land | Real Estate | Self | $5,000,001 - $25,000,000 |
| SCHW SCHW - Charles Schwab Corporation (The) Common Stock | Corporate Securities | Joint | $5,000,001 - $25,000,000 |
| SCHW SCHW - Charles Schwab Corporation (The) Common Stock | Corporate Securities | Self | $5,000,001 - $25,000,000 |
| SCHW SCHW - The Charles Schwab Corp | Corporate Securities | Joint | $5,000,001 - $25,000,000 |
| Alphakeys Millennium FD I LLC Class B | Investment Fund | Joint | $1,000,001 - $5,000,000 |
| DFAS DFAS - Dimensional U.S. Small Cap ETF | Mutual Funds | Joint | $1,000,001 - $5,000,000 |
| DFCEX DFCEX - Dfa Emerging Markets Core Equity Portfolio | Mutual Funds | Joint | $1,000,001 - $5,000,000 |
| Eagle Football Holdings BIDCO Limited - Series A | Corporate Securities | Joint | $1,000,001 - $5,000,000 |
| IEFA IEFA - iShares Core MSCI EAFE ETF | Mutual Funds | Joint | $1,000,001 - $5,000,000 |
| IJJ IJJ - iShares S&P Mid-Cap 400 Value ETF | Mutual Funds | Joint | $1,000,001 - $5,000,000 |
| IVV IVV - iShares Core S&P 500 ETF | Mutual Funds | Joint | $1,000,001 - $5,000,000 |
| MDY MDY - S&P Midcap 400 SPDR | Mutual Funds | Joint | $1,000,001 - $5,000,000 |
| Note receivable from JPR Spc Trust | Accounts Receivable | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| Personal Residence | Real Estate | Joint | $1,000,001 - $5,000,000 |
| Personal Residence | Real Estate | Self | $1,000,001 - $5,000,000 |
| Personal Residence | Real Estate | Spouse | $1,000,001 - $5,000,000 |
| SCHW SCHW - The Charles Schwab Corp | Corporate Securities | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| SPY SPY - S&P 500 SPDR | Mutual Funds | Joint | $1,000,001 - $5,000,000 |
| SPYV SPYV - SPDR S&P 500 Value Portfolio ETF | Mutual Funds | Joint | $1,000,001 - $5,000,000 |
| UBS Bank | Bank Deposit | Joint | $1,000,001 - $5,000,000 |
Annual Financial Disclosures
Reports on file under Pete Ricketts’s own name, a filing signed by a namesake is not listed
Live Stock Portfolio
An estimate of what Pete Ricketts holds now, rebuilt from every disclosed purchase and sale
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Proposed Legislation
Bills and resolutions Pete Ricketts has sponsored
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Campaign Receipts
What Pete Ricketts’s campaign committee raised and spent, quarter by quarter
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Outside Spending in Support
Committees that spent independently to support Pete Ricketts’s election
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Where Donors Work
Employers named by the itemised individual donors to Pete Ricketts’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 Pete Ricketts
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Corporate Donors
PACs and other committees that contributed to Pete Ricketts’s campaign
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