Trade Volume by Year
Top Traded Sectors
- Other44%
- Industrials33%
- Communication11%
- Healthcare11%
Recent Trades
| Traded · filed | Stock | Transaction | Amount (range) | Description | Since trade |
|---|---|---|---|---|---|
| Jul 7, 2026filed Aug 14, 2026 | MUMunicipal bondManassas VA GO Public Improvement Refunding Bonds Rate/Coupon: 4.0% Matures: 2032-01-01 | Purchase | $50K – $100K | -- ↗ | — |
| Jul 2, 2026filed Aug 14, 2026 | MUMunicipal bondVirginia Beach VA GO Public Improvement Bonds Rate/Coupon: 5.0% Matures: 2031-02-01 | Purchase | $100K – $250K | -- ↗ | — |
| Jul 2, 2026filed Aug 14, 2026 | MUMunicipal bondAlexandria VA GO Capital Improvement Bonds Rate/Coupon: 5.0% Matures: 2031-12-15 | Purchase | $50K – $100K | -- ↗ | — |
| Dec 24, 2025filed Jan 16, 2026 | ·Other assetWest Deptford Energy Holdings, LLC Company: West Deptford Energy Holdings, LLC (New York, NY) Description: Energy Company | Sale | $1K – $15K | Underlying asset of WDE Partners, LP ↗ | — |
| Dec 10, 2025filed Jan 16, 2026 | ·Other assetBetterCloud Company: BetterCloud (New York, NY) Description: Cloud Storage | Sale | $1K – $15K | Underlying asset of New Amsterdam BC Investors, LLC ↗ | — |
| Oct 8, 2024filed Nov 12, 2024 | MUMunicipal bondAlexandria VA Unltd Tax Rate/Coupon: 4.0% Matures: 12/15/2044 | Purchase | $500K – $1.0M | -- ↗ | — |
| Aug 29, 2024filed Sep 16, 2024 | ·Other asseteuNetworks Group Limited Company: euNetworks Group Limited (London, England) Description: Bandwidth infrastructure services | Sale | $1.0M – $5.0M | -- ↗ | — |
| Jul 31, 2024filed Aug 19, 2024 | MUMunicipal bondRICHMOND VA SER C UNLTD TAX Rate/Coupon: 4.0% Matures: 03/01/2057 | Purchase | $500K – $1.0M | -- ↗ | — |
| Jan 11, 2024filed Feb 16, 2024 | MUMunicipal bondVirginia ST Res Auth Rate/Coupon: 5.0% Matures: 11/01/2036 | Purchase | $50K – $100K | -- ↗ | — |
| Jan 10, 2024filed Feb 16, 2024 | MUMunicipal bondVirginia Comwlth Transn Rate/Coupon: 4.0% Matures: 05/15/2047 | Purchase | $250K – $500K | -- ↗ | — |
| Jan 10, 2024filed Feb 16, 2024 | MUMunicipal bondPetersburg VA Go BDS Rate/Coupon: 4.25% Matures: 09/01/2048 | Purchase | $100K – $250K | -- ↗ | — |
| Jan 8, 2024filed Feb 16, 2024 | MUMunicipal bondLos Angeles CNTY CA Met Rate/Coupon: 5.0% Matures: 07/01/2042 | Purchase | $100K – $250K | -- ↗ | — |
| Jan 8, 2024filed Feb 16, 2024 | MUMunicipal bondMetropolitan ST Louis MO Rate/Coupon: 5.0% Matures: 05/01/2036 | Purchase | $100K – $250K | -- ↗ | — |
| Jan 4, 2024filed Feb 16, 2024 | MUMunicipal bondVirginia Comwlth Transn Rate/Coupon: 4.0% Matures: 05/15/2038 | Purchase | $250K – $500K | -- ↗ | — |
| Jan 3, 2024filed Feb 16, 2024 | MUMunicipal bondRichmond VA Pub Util Rev Ser A Rate/Coupon: 4.0% Matures: 01/15/2050 | Purchase | $500K – $1.0M | -- ↗ | — |
| Jan 3, 2024filed Feb 16, 2024 | MUMunicipal bondBexar CNTY TX Hosp Dist CTFS Oblig LTD Tax Rate/Coupon: 4.25% Matures: 02/15/2052 | Purchase | $500K – $1.0M | -- ↗ | — |
| Dec 27, 2023filed Jan 16, 2024 | MUMunicipal bondMinneapolis & ST Paul MN Rate/Coupon: 5.00% Matures: 01/01/2034 | Purchase | $250K – $500K | -- ↗ | — |
| Dec 19, 2023filed Jan 16, 2024 | MUMunicipal bondVirginia Small Business Rate/Coupon: 5.00% Matures: 10/01/2041 | Purchase | $250K – $500K | -- ↗ | — |
| Dec 18, 2023filed Jan 16, 2024 | MUMunicipal bondFairfax CNTY VA SWR Rev Rate/Coupon: 5.00% Matures: 07/15/2046 | Purchase | $500K – $1.0M | -- ↗ | — |
| Dec 15, 2023filed Jan 16, 2024 | MUMunicipal bondVirginia ST Pub BLDG Rate/Coupon: 4.00% Matures: 08/01/2039 | Purchase | $500K – $1.0M | -- ↗ | — |
| Dec 13, 2023filed Jan 16, 2024 | MUMunicipal bondFairfax CNTY VA SWR Rev Rate/Coupon: 5.00% Matures: 07/15/2046 | Purchase | $250K – $500K | -- ↗ | — |
| Dec 13, 2023filed Jan 16, 2024 | MUMunicipal bondUniversity VA Univ Revs Rate/Coupon: 5.00% Matures: 04/01/2042 | Purchase | $250K – $500K | -- ↗ | — |
| Dec 13, 2023filed Jan 16, 2024 | MUMunicipal bondMassachusetts ST Transn Rate/Coupon: 4.00% Matures: 06/01/2046 | Purchase | $250K – $500K | -- ↗ | — |
| Dec 13, 2023filed Jan 16, 2024 | MUMunicipal bondUniv Of VA VA Univ Revenues Multi YR Cap Proj-Ser B Rate/Coupon: 4.00% Matures: 08/01/2048 | Purchase | $500K – $1.0M | -- ↗ | — |
| Dec 12, 2023filed Jan 16, 2024 | MUMunicipal bondMemphis TN Gen Impt BDS Rate/Coupon: 5.00% Matures: 10/01/2044 | Purchase | $250K – $500K | -- ↗ | — |
| Dec 11, 2023filed Jan 16, 2024 | MUMunicipal bondVirginia ST HSG Dev Auth Rate/Coupon: 5.00% Matures: 11/01/2038 | Purchase | $100K – $250K | -- ↗ | — |
| Dec 11, 2023filed Jan 16, 2024 | MUMunicipal bondAlexandria VA Go Cap Rate/Coupon: 4.00% Matures: 12/15/2042 | Purchase | $100K – $250K | -- ↗ | — |
| Dec 8, 2023filed Jan 16, 2024 | MUMunicipal bondUniversity Texas Univ Revs Fing SYS BDS Rate/Coupon: 5.00% Matures: 08/15/2043 | Purchase | $100K – $250K | -- ↗ | — |
| Dec 7, 2023filed Jan 16, 2024 | MUMunicipal bondWest VA ST ST RD BDS Bid Rate/Coupon: 5.00% Matures: 06/01/2041 | Purchase | $100K – $250K | -- ↗ | — |
| Dec 6, 2023filed Jan 16, 2024 | MUMunicipal bondMassachusetts ST Go BDS Rate/Coupon: 5.00% Matures: 09/01/2038 | Purchase | $100K – $250K | -- ↗ | — |
| Dec 5, 2023filed Jan 16, 2024 | MUMunicipal bondConnecticut ST Go BDS Rate/Coupon: 5.00% Matures: 04/15/2038 | Purchase | $500K – $1.0M | -- ↗ | — |
| Dec 5, 2023filed Jan 16, 2024 | MUMunicipal bondPrince Georges CNTY MD Rate/Coupon: 5.00% Matures: 08/01/2042 | Purchase | $500K – $1.0M | -- ↗ | — |
| Dec 4, 2023filed Jan 16, 2024 | MUMunicipal bondFairfax CNTY VA SWR Rev Rate/Coupon: 5.00% Matures: 07/15/2046 | Purchase | $500K – $1.0M | -- ↗ | — |
| Dec 4, 2023filed Jan 16, 2024 | MUMunicipal bondNorfolk VA Go Cap Impt Rate/Coupon: 5.00% Matures: 09/01/2042 | Purchase | $500K – $1.0M | -- ↗ | — |
| Nov 30, 2023filed Dec 19, 2023 | MUMunicipal bondAnne Arundel CNTY MD Rate/Coupon: 5.00% Matures: 10/01/2042 | Purchase | $250K – $500K | -- ↗ | — |
| Nov 30, 2023filed Dec 19, 2023 | MUMunicipal bondAnne Arundel CNTY MD Rate/Coupon: 5.00% Matures: 10/01/2041 | Purchase | $100K – $250K | -- ↗ | — |
| Nov 29, 2023filed Dec 19, 2023 | MUMunicipal bondWilliamsburg VA Econ Dev Auth Student HSG Rev William & Mary Rate/Coupon: 4.375% Matures: 07/01/2063 | Purchase | $500K – $1.0M | -- ↗ | — |
| Nov 29, 2023filed Dec 19, 2023 | MUMunicipal bondWashington ST Go Var Rate/Coupon: 5.00% Matures: 02/01/2045 | Purchase | $250K – $500K | -- ↗ | — |
| Nov 28, 2023filed Dec 19, 2023 | MUMunicipal bondSpotsylvania CNTY VA WTR Rate/Coupon: 5.00% Matures: 12/01/2045 | Purchase | $500K – $1.0M | -- ↗ | — |
| Nov 28, 2023filed Dec 19, 2023 | MUMunicipal bondPetersburg VA Unltd Tax Rate/Coupon: 4.25% Matures: 09/01/2053 | Purchase | $500K – $1.0M | -- ↗ | — |
| Nov 27, 2023filed Dec 19, 2023 | MUMunicipal bondRoanoke VA Go Pub Impt Rate/Coupon: 4.00% Matures: 10/01/2043 | Purchase | $250K – $500K | -- ↗ | — |
| Nov 27, 2023filed Dec 19, 2023 | MUMunicipal bondFairfax CNTY VA SWR Rev Rate/Coupon: 5.00% Matures: 07/15/2044 | Purchase | $250K – $500K | -- ↗ | — |
| Nov 22, 2023filed Dec 19, 2023 | MUMunicipal bondVirginia ST Pub SCH Auth Rate/Coupon: 5.00% Matures: 08/01/2040 | Purchase | $100K – $250K | -- ↗ | — |
| Nov 22, 2023filed Dec 19, 2023 | MUMunicipal bondUniversity VA Univ Revs Rate/Coupon: 5.00% Matures: 04/01/2042 | Purchase | $100K – $250K | -- ↗ | — |
| Nov 21, 2023filed Dec 19, 2023 | MUMunicipal bondFairfax CNTY VA Pub Impt Rate/Coupon: 5.00% Matures: 10/01/2039 | Purchase | $100K – $250K | -- ↗ | — |
| Nov 21, 2023filed Dec 19, 2023 | MUMunicipal bondArlington CNTY VA Go Pub Rate/Coupon: 5.00% Matures: 06/15/2038 | Purchase | $500K – $1.0M | -- ↗ | — |
| Nov 17, 2023filed Dec 19, 2023 | MUMunicipal bondWashington ST MTR Veh Rate/Coupon: 5.00% Matures: 06/01/2039 | Purchase | $100K – $250K | -- ↗ | — |
| Nov 16, 2023filed Dec 19, 2023 | MUMunicipal bondVirginia Port Auth Rate/Coupon: 5.00% Matures: 07/01/2043 | Purchase | $250K – $500K | -- ↗ | — |
| Nov 16, 2023filed Dec 19, 2023 | MUMunicipal bondSpotsylvania CNTY VA WTR & SWR SYS Rev Rate/Coupon: 5.00% Matures: 12/01/2047 | Purchase | $500K – $1.0M | -- ↗ | — |
| Nov 15, 2023filed Dec 19, 2023 | MUMunicipal bondVirginia Comwlth Transn Rate/Coupon: 4.00% Matures: 05/15/2042 | Purchase | $100K – $250K | -- ↗ | — |
| Nov 14, 2023filed Dec 19, 2023 | MUMunicipal bondVirginia ST Re Be 5.00 % Rate/Coupon: 5.00% Matures: 11/01/2034 | Purchase | $50K – $100K | -- ↗ | — |
| Nov 14, 2023filed Dec 19, 2023 | MUMunicipal bondDripping Springs TX Indep Schdist Ref Unltd Tax Rate/Coupon: 5.00% Matures: 02/15/2053 | Purchase | $500K – $1.0M | -- ↗ | — |
| Nov 14, 2023filed Dec 19, 2023 | MUMunicipal bondRichmond VA Pub Util Rev Rate/Coupon: 4.00% Matures: 01/15/2040 | Purchase | $100K – $250K | -- ↗ | — |
| Nov 14, 2023filed Dec 19, 2023 | MUMunicipal bondPalm BCH CNTY FL Pub Rate/Coupon: 5.00% Matures: 05/01/2038 | Purchase | $500K – $1.0M | -- ↗ | — |
| Nov 13, 2023filed Dec 19, 2023 | MUMunicipal bondVirginia ST Res Auth Rate/Coupon: 4.00% Matures: 11/01/2043 | Purchase | $250K – $500K | -- ↗ | — |
| Nov 10, 2023filed Dec 19, 2023 | MUMunicipal bondSarasota CNTY FL Cap Rate/Coupon: 5.00% Matures: 10/01/2042 | Purchase | $250K – $500K | -- ↗ | — |
| Nov 9, 2023filed Dec 19, 2023 | MUMunicipal bondAustin TX Pub Impt RFDG Rate/Coupon: 5.00% Matures: 09/01/2040 | Purchase | $500K – $1.0M | -- ↗ | — |
| Nov 8, 2023filed Dec 19, 2023 | MUMunicipal bondFairfax CNTY VA WTR Auth Rate/Coupon: 5.00% Matures: 04/01/2041 | Purchase | $500K – $1.0M | -- ↗ | — |
| Nov 8, 2023filed Dec 19, 2023 | MUMunicipal bondVirginia Comwlth Transn Rate/Coupon: 4.00% Matures: 05/15/2042 | Purchase | $100K – $250K | -- ↗ | — |
| Nov 7, 2023filed Dec 19, 2023 | MUMunicipal bondWashington ST Var Purp Rate/Coupon: 5.00% Matures: 02/01/2039 | Purchase | $250K – $500K | -- ↗ | — |
| Nov 7, 2023filed Dec 19, 2023 | MUMunicipal bondDistrict Columbia Go BDS Rate/Coupon: 5.00% Matures: 01/01/2043 | Purchase | $250K – $500K | -- ↗ | — |
| Nov 7, 2023filed Dec 19, 2023 | MUMunicipal bondFairfax CNTY VA SWR Rev Rate/Coupon: 4.00% Matures: 07/15/2040 | Purchase | $250K – $500K | -- ↗ | — |
| Nov 7, 2023filed Dec 19, 2023 | MUMunicipal bondArlington CNTY VA G/O Rate/Coupon: 4.00% Matures: 06/15/2040 | Purchase | $500K – $1.0M | -- ↗ | — |
| Nov 7, 2023filed Dec 19, 2023 | MUMunicipal bondHampton Roads VA Transprtn Accountability Commn SR Lien-Ser A Rate/Coupon: 5.00% Matures: 07/01/2050 | Purchase | $500K – $1.0M | -- ↗ | — |
| Aug 8, 2023filed Sep 12, 2023 | ROADConstruction Partners, Inc. · Stock |
Sale | $250K – $500K | Shares received from a distribution by SunTx Fulcrum Fund, L.P. ↗ | … |
| Jul 6, 2022filed Aug 18, 2022 | ·Other assetBetterCloud Company: BetterCloud (New York, NY) Description: Cloud Storage | Sale | $1.0M – $5.0M | Underlying asset of New Amsterdam BC Investors, LLC ↗ | — |
| Jan 31, 2022filed Feb 18, 2022 | ROADConstruction Partners, Inc. · Stock |
Sale | $100K – $250K | Shares received from SunTx Fulcrum Fund, L.P. - Construction Partners, Inc. (dba SunTx CPI Growth Company, Inc.) ↗ | … |
| Dec 10, 2021filed Jan 19, 2022 | ·Other assetNationsBuilders Insurance Services, Inc. Company: NationsBuilders Insurance Services, Inc. (Atlanta, GA) Description: Insurance | Sale | $50K – $100K | Underlying asset of SunTx NBIS Holdings, LP - SunTx Fulcrum Fund, L.P. ↗ | — |
| Dec 6, 2021filed Jan 19, 2022 | ·Other assetEmpire Petroleum Partners LLC Company: Empire Petroleum Partners LLC (Gaithersburg, MD) Description: Energy Company | Sale | $100K – $250K | Underlying asset of Sachs Capital - Empire B, LLC ↗ | — |
| Oct 19, 2021filed Nov 17, 2021 | FDFundDyson Capital Series Fund, LLC Company: Dyson Capital Series Fund, LLC (Alexandria, VA) Description: Holding Company - Private Equity | Purchase | $250K – $500K | -- ↗ | — |
| Oct 14, 2021filed Nov 17, 2021 | ROADConstruction Partners, Inc. · Stock |
Sale | $50K – $100K | Shares received from SunTx Fulcrum Fund, L.P. - Construction Partners, Inc. (dba SunTx CPI Growth Company, Inc.) ↗ | … |
| Oct 5, 2021filed Nov 17, 2021 | ·Other assetNationsBuilders Insurance Services, Inc. Company: NationsBuilders Insurance Services, Inc. (Atlanta, GA) Description: Insurance | Sale | $1.0M – $5.0M | Underlying asset of Alexandria NBIS Investors, LLC - SunTX NBIS Holdings, L.P. ↗ | — |
| Aug 4, 2021filed Sep 8, 2021 | REReal estateMSR-EB Waterfront Venture LLC (The Pointe at Stono Shores) Company: MSR-EB Waterfront Venture LLC (Charleston, SC) Description: Real Estate | Sale | $100K – $250K | Underlying asset of Echo Bridge Realty Fund I, L.P. ↗ | — |
| Jun 16, 2021filed Jul 14, 2021 | PVPrivate holdingAcumen Pharmaceuticals, Inc. Company: Acumen Pharmaceuticals, Inc. (San Francisco, CA) Description: Drug Discovery | Purchase | $15K – $50K | As of 7/1/21, Acumen Pharmaceuticals, Inc. is a publicly traded stock, ticker symbol (ABOS). ↗ | — |
| Mar 29, 2021filed Apr 12, 2021 | ·Other assetRevival LOC, LLC Company: Revival LOC, LLC (Springfield, NJ) Description: Line of Credit - Manufacturer | Sale | $1.0M – $5.0M | -- ↗ | — |
| Feb 5, 2021filed Mar 10, 2021 | ·Other assetEmpire Petroleum Partners LLC Company: Empire Petroleum Partners LLC (Gaithersburg, MD) Description: Energy Company | Sale | $100K – $250K | Underlying asset of Sachs Capital - Empire B, LLC ↗ | — |
| Dec 7, 2020filed Jan 13, 2021 | FDFundTrilogy Multifamily Fund IV, L.P. Company: Trilogy Multifamily Fund IV, L.P. (Chicago, IL) Description: Private Equity | Purchase | $1.0M – $5.0M | -- ↗ | — |
| Nov 20, 2020filed Dec 9, 2020 | PVPrivate holdingAcumen Pharmaceuticals, Inc. Company: Acumen Pharmaceuticals, Inc. (South San Francisco, CA) Description: Drug Discovery | Purchase | $50K – $100K | -- ↗ | — |
| Nov 16, 2020filed Dec 9, 2020 | REReal estateEB 480 Sprague, LLC Company: EB 480 Sprague, LLC (Dedham, MA) Description: Real Estate | Sale | $1.0M – $5.0M | Underlying asset of Echo Bridge Realty Fund, I L.P. ↗ | — |
| Oct 27, 2020filed Nov 11, 2020 | ·Other assetEMSG LLC Company: EMSG LLC (Rockville, MD) Description: Secured Debt | Sale | $1.0M – $5.0M | Underlying asset of TZG-Sachs Empire LLC ↗ | — |
| May 4, 2020filed Jun 9, 2020 | ·Other assetBetterCloud Company: BetterCloud (New York, NY) Description: Cloud Storage | Purchase | $250K – $500K | Underlying asset of New Amsterdam BC Investors, LLC ↗ | — |
| Apr 22, 2020filed May 11, 2020 | ·Other assetRevival LOC, LLC Company: Revival LOC, LLC (Springfield, NJ) Description: Line of Credit - Manufacturer | Purchase | $250K – $500K | -- ↗ | — |
| Mar 25, 2020filed Apr 10, 2020 | ·Other assetTrilliant Networks, Inc. Company: Trilliant Networks, Inc. (Redwood City, CA) Description: Intelligent Network Solutions Company | Sale | $1K – $15K | -- ↗ | — |
| Mar 9, 2020filed Apr 10, 2020 | ·Other assetRevival LOC, LLC Company: Revival LOC, LLC (Springfield, NJ) Description: Line of Credit - Manufacturer | Purchase | $250K – $500K | -- ↗ | — |
| Feb 5, 2020filed Mar 12, 2020 | ·Other assetRevival LOC, LLC Company: Revival LOC, LLC (Springfield, NJ) Description: Line of Credit - Manufacturer | Purchase | $250K – $500K | -- ↗ | — |
| Jan 16, 2020filed Feb 10, 2020 | ·Other assetRevival LOC, LLC Company: Revival LOC, LLC (Springfield, NJ) Description: Line of Credit - Manufacturer | Purchase | $500K – $1.0M | -- ↗ | — |
| Nov 15, 2019filed Dec 10, 2019 | PVPrivate holdingAcumen Pharmaceuticals, Inc. Company: Acumen Pharmaceuticals, Inc. (South San Francisco, CA) Description: Drug Discovery | Purchase | $50K – $100K | -- ↗ | — |
| Oct 22, 2019filed Nov 11, 2019 | REReal estateQuadbridge HML Venture, LLC Company: Quadbridge HML Venture, LLC (Charlotte, NC) Description: Real Estate | Sale | $500K – $1.0M | Underlying asset of Echo Bridge Realty Fund I, LP ↗ | — |
| Sep 6, 2019filed Oct 8, 2019 | PVPrivate holdingSnap + Style, Inc. Company: Snap + Style, Inc. (Washington, DC) Description: Online Fashion Advisory & Shopping Website | Purchase | $50K – $100K | -- ↗ | — |
| Jul 3, 2019filed Aug 12, 2019 | REReal estateHawthorne EB North Rivers, LLC Company: Hawthorne EB North Rivers, LLC/The Promenade Northwoods (North Charleston, SC) Description: Real Estate | Sale | $500K – $1.0M | Underlying asset of Echo Bridge Realty Fund I, L.P. ↗ | — |
| Feb 20, 2019filed Mar 8, 2019 | ZAYOZayo Group Holdings, Inc. · Stock |
Sale | $250K – $500K | -- ↗ | … |
| Feb 19, 2019filed Mar 8, 2019 | ZAYOZayo Group Holdings, Inc. · Stock |
Sale | $500K – $1.0M | -- ↗ | … |
| Feb 19, 2019filed Mar 8, 2019 | CHTRCHARTER COMMUNICATIONS, INC. /MO/ · Stock |
Sale | $1.0M – $5.0M | -- ↗ | … |
| Dec 24, 2018filed Jan 9, 2019 | ·Other assetNexamp, Inc. Company: Nexamp, Inc. (Andover, MA) Description: Clean Technology | Sale | $1K – $15K | Spouse · MGE, LLC - underlying asset of Point Judith Fund III LP. LDC Blind Trust has 26% interest ↗ | — |
| Dec 24, 2018filed Jan 9, 2019 | ·Other assetNexamp, Inc. Company: Nexamp, Inc. (North Andover, MA) Description: Clean Technology | Sale | $1K – $15K | MGE, LLC - underlying asset of Point Judith Fund III LP. MRW Blind Trust has 26% interest ↗ | — |
| Dec 19, 2018filed Jan 9, 2019 | PVPrivate holdingRideCharge, Inc. Company: RideCharge, Inc. (Alexandria, VA) Description: Software Company | Sale | $250K – $500K | Underlying asset of Alexandria RC Investors LLC ↗ | — |
| Dec 7, 2018filed Jan 9, 2019 | ·Other assetNorweigan Crystal AS Company: Norweigan Crystal AS (Oslo, Norway) Description: Private Equity - Manufacturing of solar panels | Purchase | $50K – $100K | Underlying asset of Novus Special Situations LLC ↗ | — |
| Oct 19, 2018filed Nov 8, 2018 | PVPrivate holdingAcumen Pharmaceutical, Inc. Company: Acumen Pharmaceutical, Inc. (Livermore, CA) Description: Drug Discovery | Purchase | $100K – $250K | -- ↗ | — |
| Sep 7, 2018filed Oct 10, 2018 | PVPrivate holdingSnap + Style, Inc. Company: Snap + Style, Inc. (Washington, DC) Description: Online Fashion Advisory & Shopping Website | Purchase | $50K – $100K | -- ↗ | — |
| Aug 14, 2018filed Sep 7, 2018 | ·Other assetNexamp, Inc. Company: Nexamp, Inc. (North Andover, MA) Description: Clean Energy Solutions | Sale | $50K – $100K | Spouse · MGE, LLC - underlying asset of Point Judith Fund II LP. LDC Blind Trust has 26% interest ↗ | — |
The 100 most recently filed of 118 trades. Every filing, in full and free: keyvex.com/disclosures/congressional-trades/member/W000805.
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 Mark R. Warner 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
- Mutual Funds19 lines$136.7M
- Investment Fund27 lines$36.9M
- Government Securities54 lines$27.0M
- Real Estate14 lines$11.8M
- Other5 lines$9.8M
- Bank Deposit12 lines$2.0M
- Corporate Securities2 lines$550K
- Accounts Receivable1 line$75K
- Business Entity3 lines$34K
Largest Disclosed Holdings
| Asset | Kind | Owner | Value as disclosed |
|---|---|---|---|
| SPY SPY - SPDR S&P 500 ETF | Mutual Funds | Self | $25,000,001 - $50,000,000 |
| AGG AGG - iShares Core U.S. Aggregate Bond ETF | Mutual Funds | Self | $5,000,001 - $25,000,000 |
| RSP RSP - Invesco S&P 500 Equal Weight ETF | Mutual Funds | Self | $5,000,001 - $25,000,000 |
| STPXX - UBS Select Treasury Preferred Fund | Mutual Funds | Self | $5,000,001 - $25,000,000 |
| VB VB - Vanguard Small-Cap ETF | Mutual Funds | Self | $5,000,001 - $25,000,000 |
| VEA VEA - Vanguard FTSE Developed Markets Index Fund ETF Sha | Mutual Funds | Self | $5,000,001 - $25,000,000 |
| BSCP SBIC I, LP | Other | Self | $1,000,001 - $5,000,000 |
| BSCP SBIC II, LP | Other | Self | $1,000,001 - $5,000,000 |
| Camber Creek Fund IV, LP | Investment Fund | Self | $1,000,001 - $5,000,000 |
| Columbia Capital Equity Partners VII (QP), LP | Investment Fund | Self | $1,000,001 - $5,000,000 |
| Dyson Capital Series Fund QED 2021 | Investment Fund | Self | $1,000,001 - $5,000,000 |
| Edge Principal Investments IV, LP | Investment Fund | Self | $1,000,001 - $5,000,000 |
| FAIRFAX CNTY VA SWR REV BDS 2021A B/E | Government Securities | Self | $1,000,001 - $5,000,000 |
| FTIXX FTIXX - Goldman Sachs Financial Square Treasury Instruments Fund - Institutional Shares | Mutual Funds | Self | $1,000,001 - $5,000,000 |
| GWMIX GWMIX - AMG GW&K Municipal Bond Fund Class I | Mutual Funds | Self | $1,000,001 - $5,000,000 |
| Health Velocity II, LP | Investment Fund | Self | $1,000,001 - $5,000,000 |
| HPRE Fund I US FI LP | Real Estate | Self | $1,000,001 - $5,000,000 |
| iCapital-HPRE Fund Onshore Access | Real Estate | Self | $1,000,001 - $5,000,000 |
| Pathway Co-Investment Fund | Investment Fund | Self | $1,000,001 - $5,000,000 |
| PIMIX PIMIX - Pimco Income Fund Insti Class | Mutual Funds | Self | $1,000,001 - $5,000,000 |
| RSP RSP - Invesco S&P 500 Equal Weight ETF | Mutual Funds | Spouse | $1,000,001 - $5,000,000 |
| Sachs Capital Fund II, LLC | Investment Fund | Self | $1,000,001 - $5,000,000 |
| SPY SPY - SPDR S&P 500 ETF | Mutual Funds | Self | $1,000,001 - $5,000,000 |
| SPY SPY - SPDR S&P 500 ETF | Mutual Funds | Spouse | $1,000,001 - $5,000,000 |
| VEPF VI FAF, L.P. | Investment Fund | Self | $1,000,001 - $5,000,000 |
Annual Financial Disclosures
- Annual · 2025Senate eFD · filed Aug 13, 2026 · 160 assets, 0 liabilities parsedFiling ↗
- Annual · 2024Senate eFD · filed Aug 13, 2025Filing ↗
- Annual · 2023Senate eFD · filed Aug 13, 2024Filing ↗
- Annual · 2022Senate eFD · filed Aug 14, 2023Filing ↗
- Annual · 2021Senate eFD · filed Aug 15, 2022Filing ↗
- Annual · 2020Senate eFD · filed Nov 12, 2021Filing ↗
- Annual · 2020Senate eFD · filed Aug 13, 2021Filing ↗
- Annual · 2019Senate eFD · filed Aug 13, 2020Filing ↗
- Annual · 2018Senate eFD · filed Aug 12, 2019Filing ↗
- Annual · 2017Senate eFD · filed Aug 10, 2018Filing ↗
- Annual · 2016Senate eFD · filed Aug 10, 2017Filing ↗
- Annual · 2015Senate eFD · filed Aug 12, 2016Filing ↗
- Annual · 2015Senate eFD · filed Apr 4, 2016Filing ↗
- Annual · 2014Senate eFD · filed Aug 13, 2015Filing ↗
- Annual · 2013Senate eFD · filed Aug 13, 2014Filing ↗
- Annual · 2012Senate eFD · filed Aug 12, 2013Filing ↗
- Annual · 2011Senate eFD · filed Aug 13, 2012Filing ↗



