THEODORE P BUDD — 2025 financial disclosure
| Report type | Annual |
| Filing year | 2025 |
| Chamber | senate |
| Ally Bank | $50,001 - $100,000 · Interest · $1,001 - $2,500 |
| Truist Financial | $1,001 - $15,000 · Interest · None (or less than $201) |
| PS1 Rural Hall LLC | $1,000,001 - $5,000,000 · Other (Business income) · Other $100,001.00 |
| Amy Kathryn Budd 2017 Irrv Trust FBO (DC3) - Trust | -- |
| RTSSX - Russell Investment Tax-Managed U.S. Mid & Small Ca | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| RETSX - Russell Investment Tax-Managed U.S. Large Cap Fund | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| RTXSX - Russell Investment Tax-Managed Real Assets Fund Cl | $1,001 - $15,000 · Excepted Investment Fund · $201 - $1,000 |
| RTHSX - Russell Investments Tax-Exempt High Yield Bond Fun | None (or less than $1,001) · Excepted Investment Fund · None (or less than $201) |
| DFUS - Dimensional U.S. Equity ETF | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| DFAX - Dimensional World Ex U.S. Core Equity 2 ETF | $15,001 - $50,000 · Excepted Investment Fund · $201 - $1,000 |
| DFNM - Dimensional National Municipal Bond ETF | $1,001 - $15,000 · Excepted Investment Fund · $201 - $1,000 |
| MUB - iShares National Muni Bond ETF | None (or less than $1,001) · Excepted Investment Fund · None (or less than $201) |
| FIQZX - Fidelity Intermediate Municipal Income Fund - Fidelity Advisor Intermediate Municipal Income Fund: Class Z | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| HYG - iShares iBoxx $ High Yield Corporate Bond ETF | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| Fidelity Brokerage Services #18 | -- |
| RTXSX - Tax-Managed Real Assets Fund - CLASS S | $15,001 - $50,000 · Excepted Investment Fund · $1,001 - $2,500 |
| RTHSX - Russell Investments Tax-Exempt High Yield Bond Fun | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| DFUS - Dimensional U.S. Equity ETF | $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) |
| DFAS - Dimensional U.S. Small Cap ETF | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| DFAX - Dimensional World Ex U.S. Core Equity 2 ETF | $100,001 - $250,000 · Excepted Investment Fund · $2,501 - $5,000 |
| Fidelity - SPRXX | None (or less than $1,001) · Interest · None (or less than $201) |
| Fidelity - FDRXX | $1,001 - $15,000 · Interest · None (or less than $201) |
| DFAU - Dimensional US Core Equity Market ETF | $15,001 - $50,000 · Excepted Investment Fund · $1,001 - $2,500 |
| IWM - iShares Russell 2000 ETF | $15,001 - $50,000 · Excepted Investment Fund · $1,001 - $2,500 |
| AKB - ROTH IRA | -- |
| RGISX - Russell Investments Global Infrastructure Fund Cla | $1,001 - $15,000 · None · None (or less than $201) |
| RINTX - Russell Investments International Developed Market | None (or less than $1,001) · None · None (or less than $201) |
| RLESX - Russell Investments U.S. Small Cap Equity Fund Cla | None (or less than $1,001) · None · None (or less than $201) |
| CMCYX - VanEck CM Commodity Index Fund Class Y | None (or less than $1,001) · None · None (or less than $201) |
| RGCSX - Russell Investments Opportunistic Credit Fund Clas | $1,001 - $15,000 · None · None (or less than $201) |
| FIQGX - Fidelity Advisor Emerging Markets Discovery Fund | $1,001 - $15,000 · None · None (or less than $201) |
| DFAU - Dimensional US Core Equity Market ETF | $15,001 - $50,000 · None · None (or less than $201) |
| DUHP - Dimensional US High Profitability ETF | $15,001 - $50,000 · None · None (or less than $201) |
| CREEX - Columbia Real Estate Equity Fund Class I | None (or less than $1,001) · None · None (or less than $201) |
| PEIYX - Putnam Large Cap Value Fund Class Y | $15,001 - $50,000 · None · None (or less than $201) |
| FSRNX - Fidelity Real Estate Index Fund | $1,001 - $15,000 · None · None (or less than $201) |
| FZAJX - Fidelity International Growth Fund - Fidelity Advisor International Growth Fund: Class Z | $1,001 - $15,000 · None · None (or less than $201) |
| DFAS - Dimensional U.S. Small Cap ETF | $15,001 - $50,000 · None · None (or less than $201) |
| DFIC - Dimensional International Core Equity 2 ETF | $15,001 - $50,000 · None · None (or less than $201) |
| TPB - ROTH IRA | -- |
| … | 31 more assets: every one is in the complete record on this filing's page |
The complete record
| party | Republican |
| state | NC |
| office | Budd, Ted (Senator) |
| source | SENATE_EFD_AFD |
| chamber | senate |
| filing id | senate-annual-191f9640-6a2c-4534-a395-567467035bef |
| report url | https://efdsearch.senate.gov/search/view/annual/191f9640-6a2c-4534-a395-567467035bef/ |
| scraped at | 2026-08-31T10:30:06.574Z |
| asset count | 71 |
| bioguide id | B001305 |
| filing date | 2026-08-07 |
| filing year | 2025 |
| member last | BUDD |
| member name | THEODORE P BUDD |
| report type | Annual |
| member first | THEODORE P |
| content parsed | true |
| report subtype | annual |
| state district | — |
| liability count | 4 |
assets (71)
| owner | ticker | location | asset name | asset type | row number | description | income type | value range | income range | asset subtype |
|---|---|---|---|---|---|---|---|---|---|---|
| Joint | — | Philadelphia, Pennsylvania | Ally Bank | Bank Deposit | 1 | Type: Savings | Interest | $50,001 - $100,000 | $1,001 - $2,500 | — |
| Child | — | Winston Salem, North Carolina | Truist Financial | Bank Deposit | 2 | Type: Checking, Money Market Account | Interest | $1,001 - $15,000 | None (or less than $201) | — |
| Self | — | — | PS1 Rural Hall LLC | Business Entity | 3 | Filer comment: Retail sporting goods, indoor range and training facility. Doing business as ProShots. | Other (Business income) | $1,000,001 - $5,000,000 | Other $100,001.00 | Sole Proprietorship |
| Child | — | — | Amy Kathryn Budd 2017 Irrv Trust FBO (DC3) - Trust | Trust | 4 | — | — | -- | — | General Trust |
| Child | — | — | RTSSX - Russell Investment Tax-Managed U.S. Mid & Small Ca | Mutual Funds | 4.1 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Child | — | — | RETSX - Russell Investment Tax-Managed U.S. Large Cap Fund | Mutual Funds | 4.2 | — | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Child | — | — | RTXSX - Russell Investment Tax-Managed Real Assets Fund Cl | Mutual Funds | 4.3 | — | Excepted Investment Fund | $1,001 - $15,000 | $201 - $1,000 | Mutual Fund |
| Child | — | — | RTHSX - Russell Investments Tax-Exempt High Yield Bond Fun | Mutual Funds | 4.4 | — | Excepted Investment Fund | None (or less than $1,001) | None (or less than $201) | Mutual Fund |
| Child | — | — | DFUS - Dimensional U.S. Equity ETF | Mutual Funds | 4.5 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Child | — | — | DFAX - Dimensional World Ex U.S. Core Equity 2 ETF | Mutual Funds | 4.6 | — | Excepted Investment Fund | $15,001 - $50,000 | $201 - $1,000 | Exchange Traded Fund/Note |
| Child | — | — | DFNM - Dimensional National Municipal Bond ETF | Mutual Funds | 4.7 | — | Excepted Investment Fund | $1,001 - $15,000 | $201 - $1,000 | Exchange Traded Fund/Note |
| Child | — | — | MUB - iShares National Muni Bond ETF | Mutual Funds | 4.8 | — | Excepted Investment Fund | None (or less than $1,001) | None (or less than $201) | Exchange Traded Fund/Note |
| Child | — | — | FIQZX - Fidelity Intermediate Municipal Income Fund - Fidelity Advisor Intermediate Municipal Income Fund: Class Z | Mutual Funds | 4.9 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Child | — | — | HYG - iShares iBoxx $ High Yield Corporate Bond ETF | Mutual Funds | 4.10 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | Fidelity Brokerage Services #18 | Brokerage/Managed Account | 5 | — | — | -- | — | — |
| Spouse | — | — | RTXSX - Tax-Managed Real Assets Fund - CLASS S | Mutual Funds | 5.1 | — | Excepted Investment Fund | $15,001 - $50,000 | $1,001 - $2,500 | Mutual Fund |
| Spouse | — | — | RTHSX - Russell Investments Tax-Exempt High Yield Bond Fun | Mutual Funds | 5.2 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | DFUS - Dimensional U.S. Equity ETF | Mutual Funds | 5.3 | — | Excepted Investment Fund | $50,001 - $100,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Spouse | — | — | DFAS - Dimensional U.S. Small Cap ETF | Mutual Funds | 5.4 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Spouse | — | — | DFAX - Dimensional World Ex U.S. Core Equity 2 ETF | Mutual Funds | 5.5 | — | Excepted Investment Fund | $100,001 - $250,000 | $2,501 - $5,000 | Exchange Traded Fund/Note |
| Spouse | — | Matthews, NC | Fidelity - SPRXX | Bank Deposit | 5.6 | Type: Money Market Account | Interest | None (or less than $1,001) | None (or less than $201) | — |
| Spouse | — | Matthews, NC | Fidelity - FDRXX | Bank Deposit | 5.7 | Type: Brokerage Sweep Account | Interest | $1,001 - $15,000 | None (or less than $201) | — |
| Spouse | — | — | DFAU - Dimensional US Core Equity Market ETF | Mutual Funds | 5.8 | — | Excepted Investment Fund | $15,001 - $50,000 | $1,001 - $2,500 | Mutual Fund |
| Spouse | — | — | IWM - iShares Russell 2000 ETF | Mutual Funds | 5.9 | — | Excepted Investment Fund | $15,001 - $50,000 | $1,001 - $2,500 | Mutual Fund |
| Spouse | — | — | AKB - ROTH IRA | Retirement Plans | 6 | — | — | -- | — | IRA |
| Spouse | — | — | RGISX - Russell Investments Global Infrastructure Fund Cla | Mutual Funds | 6.1 | — | None | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | RINTX - Russell Investments International Developed Market | Mutual Funds | 6.2 | — | None | None (or less than $1,001) | None (or less than $201) | Mutual Fund |
| Spouse | — | — | RLESX - Russell Investments U.S. Small Cap Equity Fund Cla | Mutual Funds | 6.3 | — | None | None (or less than $1,001) | None (or less than $201) | Mutual Fund |
| Spouse | — | — | CMCYX - VanEck CM Commodity Index Fund Class Y | Mutual Funds | 6.4 | — | None | None (or less than $1,001) | None (or less than $201) | Mutual Fund |
| Spouse | — | — | RGCSX - Russell Investments Opportunistic Credit Fund Clas | Mutual Funds | 6.5 | — | None | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | FIQGX - Fidelity Advisor Emerging Markets Discovery Fund | Mutual Funds | 6.6 | — | None | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | DFAU - Dimensional US Core Equity Market ETF | Mutual Funds | 6.7 | — | None | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | DUHP - Dimensional US High Profitability ETF | Mutual Funds | 6.8 | — | None | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | CREEX - Columbia Real Estate Equity Fund Class I | Mutual Funds | 6.9 | — | None | None (or less than $1,001) | None (or less than $201) | Mutual Fund |
| Spouse | — | — | PEIYX - Putnam Large Cap Value Fund Class Y | Mutual Funds | 6.10 | — | None | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | FSRNX - Fidelity Real Estate Index Fund | Mutual Funds | 6.11 | — | None | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | FZAJX - Fidelity International Growth Fund - Fidelity Advisor International Growth Fund: Class Z | Mutual Funds | 6.12 | — | None | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | DFAS - Dimensional U.S. Small Cap ETF | Mutual Funds | 6.13 | — | None | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | DFIC - Dimensional International Core Equity 2 ETF | Mutual Funds | 6.14 | — | None | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | TPB - ROTH IRA | Retirement Plans | 7 | — | — | -- | — | IRA |
| Self | — | — | RGISX - Russell Investments Global Infrastructure Fund Cla | Mutual Funds | 7.1 | — | None | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | RINTX - Russell Investments International Developed Market | Mutual Funds | 7.2 | — | None | None (or less than $1,001) | None (or less than $201) | Mutual Fund |
| Self | — | — | RLESX - Russell Investments U.S. Small Cap Equity Fund Cla | Mutual Funds | 7.3 | — | None | None (or less than $1,001) | None (or less than $201) | Mutual Fund |
| Self | — | — | CMCYX - VanEck CM Commodity Index Fund Class Y | Mutual Funds | 7.4 | — | None | None (or less than $1,001) | None (or less than $201) | Mutual Fund |
| Self | — | — | RGCSX - Russell Investments Opportunistic Credit Fund Clas | Mutual Funds | 7.5 | — | None | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | FIQGX - Fidelity Advisor Emerging Markets Discovery Fund | Mutual Funds | 7.6 | — | None | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | DFAU - Dimensional US Core Equity Market ETF | Mutual Funds | 7.7 | — | None | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | DUHP - Dimensional US High Profitability ETF | Mutual Funds | 7.8 | — | None | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | CREEX - Columbia Real Estate Equity Fund Class I | Mutual Funds | 7.9 | — | None | None (or less than $1,001) | None (or less than $201) | Mutual Fund |
| Self | — | — | PEIYX - Putnam Large Cap Value Fund Class Y | Mutual Funds | 7.10 | — | None | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | FSRNX - Fidelity Real Estate Index Fund | Mutual Funds | 7.11 | — | None | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | FZAJX - Fidelity International Growth Fund - Fidelity Advisor International Growth Fund: Class Z | Mutual Funds | 7.12 | — | None | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | DFAS - Dimensional U.S. Small Cap ETF | Mutual Funds | 7.13 | — | None | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | DFIC - Dimensional International Core Equity 2 ETF | Mutual Funds | 7.14 | — | None | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Child | — | — | Budd Family LLC | Business Entity | 8 | Company: Budd Family LLC (Winston Salem, North Carolina) Description: Real Estate Rental and Farm Filer comment: $1,447 in interest income was earned by Budd Family LLC from Miscellaneous Accounts not attributable to any of the four assets owned by the LLC. | — | -- | — | Limited Liability Company (LLC) |
| Child | — | — | Budd Farm | Farm/Ranch | 8.1 | Farm (Advance, North Carolina) | Rent/Royalties | $250,001 - $500,000 | None (or less than $201) | — |
| Child | — | — | Beach Property | Real Estate | 8.2 | Beach Rental Property (Wilmington, North Carolina) | Rent/Royalties | $250,001 - $500,000 | None (or less than $201) | Residential |
| Child | — | — | Budd Hope LLC | Business Entity | 8.3 | Company: Budd Hope LLC (Advance, NC) Description: Owner of commercial building | — | -- | — | Limited Liability Company (LLC) |
| Child | — | — | Real Estate | Real Estate | 8.3.1 | Warehouse on Hope Church Road (Winston-Salem, NC) | Rent/Royalties, Interest | $250,001 - $500,000 | $15,001 - $50,000 | Commercial |
| Child | — | — | Office Building | Real Estate | 8.4 | Stratford Rd Office Building (Winston Salem, NC) | Rent/Royalties | $250,001 - $500,000 | $15,001 - $50,000 | Commercial |
| Self | — | — | Lincoln Flexible Premium Variable Life Insurance - 351 | Life Insurance | 9 | — | — | -- | — | Variable |
| Self | — | — | LVIP Vanguard Bnd Alloc Fnd SC (791) | Mutual Funds | 9.1 | — | None | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | LVIP SSGA S&P 500 Index SC (946) | Mutual Funds | 9.2 | — | None | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Joint | — | — | Lincoln Flexible Premium Variable Life Insurance - 613 | Life Insurance | 10 | — | — | -- | — | Variable |
| Joint | — | — | LVIP Vanguard Bnd Alloc Fnd SC (791) | Mutual Funds | 10.1 | — | None | $100,001 - $250,000 | None (or less than $201) | Mutual Fund |
| Joint | — | — | LVIP SSGA S&P 500 Index SC (946) | Mutual Funds | 10.2 | — | None | $100,001 - $250,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | T Paul Properties, LLC | Business Entity | 11 | Company: T Paul Properties, LLC (Advance, NC) Description: Partner in commercial real estate business | — | -- | — | Limited Liability Company (LLC) |
| Spouse | — | — | Budd Hope LLC | Business Entity | 11.1 | Company: Budd Hope LLC (Advance, NC) Description: Owner of commercial building | — | -- | — | Limited Liability Company (LLC) |
| Spouse | — | — | Real Estate | Real Estate | 11.1.1 | Warehouse on Hope Church Road (Winston-Salem, NC) | Rent/Royalties | $500,001 - $1,000,000 | $15,001 - $50,000 | Commercial |
| Joint | — | Sioux Falls, SD | Citibank, NA | Bank Deposit | 12 | Type: Savings | Interest | $1,001 - $15,000 | $201 - $1,000 | — |
| Joint | — | Winston Salem, NC | Truist Financial | Bank Deposit | 13 | Type: Checking | Interest | $1,001 - $15,000 | None (or less than $201) | — |
liabilities (4)
| debtor | comment | creditor | incurred | location | rate term | row number | amount range | liability type |
|---|---|---|---|---|---|---|---|---|
| Self | n/a | Truist Financial | 2017 | Charlotte, North Carolina | 8.75% (renewal on an annual basis) | 1 | $100,001 - $250,000 | Other (Personal Guarantee of Business LOC) |
| Self | n/a | Truist Financial | 2021 | Winston Salem, North Carolina | 9.5% (matures 11/2/2033) | 2 | $10,001 - $15,000 | Line of Credit |
| Joint | n/a | Congressional Federal Credit Union | 2019 | Ewing, NJ | 2.75% (15) | 3 | $250,001 - $500,000 | Mortgage |
| Self | n/a | GM Financial | 2024 | Cockeysville, MD | .9% (3 years) | 4 | $50,001 - $100,000 | Other (Vehicle Loan) |