Bill Hagerty

R-TN Senator for Tennessee Republican In Congress since 2021

12trades · 3 yrs
2buys
8sells
20dmedian wait
2filed late

Bill Hagerty disclosed 12 trades made since Oct 4, 2023: 2 buys and 8 sales. The latest, made Jan 29, 2026, was filed Mar 2, 2026.

Trades over time

Buys above the line, sells below · bigger dots, bigger ranges · tails run to the filing date

Buys Sells

AHL.C 1 trade 0 buy · 1 sell
DDOG 1 trade 0 buy · 1 sell
EQC 1 trade 0 buy · 1 sell

Trades

12 trades since Oct 4, 2023 · newest first

Asset

Trade

Amount

Traded · filed
Hall Ward Energy Fund II, LP Company: Hall Ward Energy Fund II, LP (Oklahoma City, OK) Description: Limited Partnership with the purpose of investing in non-operating working interests in oil and gas wells.
Other

Buy

$100K–$250K

Traded Jan 29Filed Mar 2 32d

↗
Contour Venture Partners V, LP Company: Contour Venture Partners V, LP (Princeton, NJ) Description: Limited partnership for the purpose of making early stage equity investments.
Other

Buy

$250K–$500K

Traded Jan 23Filed Feb 23 31d

↗
AHL.CAspen Insurance Holdings Ltd [Ahl/Pc]

Sell

$15K–$50K

Traded Jan 2, 2025Filed Jan 22, 2025 20d

↗
EQCEquity Commonwealth

Sell

$1K–$15K

Traded Dec 13, 2024Filed Dec 30, 2024 17d

↗
CareBridge Company: RSV QOZB LTSS, Inc. (Nashville, TN) Description: Healthcare services technology and business.
Private businessChild

Sell

$250K–$500K

Traded Dec 10, 2024Filed Dec 30, 2024 20d

↗
CareBridge Company: RSV QOZB LTSS, Inc. (Nashville, TN) Description: Healthcare services technology and business.
Private businessChild

Sell

$250K–$500K

Traded Dec 10, 2024Filed Dec 30, 2024 20d

↗
CareBridge Company: RSV QOZB LTSS, Inc. (Nashville, TN) Description: Healthcare services technology and business.
Private businessChild

Sell

$250K–$500K

Traded Dec 10, 2024Filed Dec 30, 2024 20d

↗
CareBridge Company: RSV QOZB LTSS, Inc. (Nashville, TN) Description: Healthcare services technology and business.
Private businessChild

Sell

$250K–$500K

Traded Dec 10, 2024Filed Dec 30, 2024 20d

↗
Keysight Technologies Bond Rate/Coupon: 4.55% Matures: 10/30/2024
Bond

Sell

$50K–$100K

Traded Oct 30, 2024Filed Nov 25, 2024 26d

↗
Equitrans Midstream Corp (Exchanged) Eqt Corp (Received)

Exchange

$15K–$50K

Traded Jul 22, 2024Filed Aug 11, 2025 385d

↗
DDOGDatadog, Inc.

Sell

$1K–$15K

Traded Dec 27, 2023Filed Jan 10, 2024 14d

↗
Crestwood Equity Partners LP (Exchanged) Energy Transfer LP (Received)

Exchange

$50K–$100K

Traded Nov 6, 2023Filed Aug 13, 2024 281d

↗

Reported holdings

2025 annual report · filed Aug 12, 2026 · values at year end, in the ranges disclosed · changes vs 2024

Original

$29.1M–$99.9M sum of 155 disclosed ranges

Fund 40
Private business 27
Stock 57
Other 6
Bond 5
Real estate 4

AssetOwner Valuevs 2024
VFIAXVanguard 500 Index Fd Admiral ShsFundWilliam F. Hagerty IV - Charles SchwabSelf$5M–$25M▲ $1M–$5M
Line of Credit for DC 4 Irrevocable TrustOtherMainStreet ManagementSelf$1M–$5MSame band
NEWAsurionPrivate businessSelf$1M–$5MSame band
Nashville Soccer Holdings, LLCPrivate businessDC 1 Irrevocable TrustChild$1M–$5MSame band
Nashville Soccer Holdings, LLCPrivate businessDC 2 Irrevocable TrustChild$1M–$5MSame band
Nashville Soccer Holdings, LLCPrivate businessDC 3 Irrevocable TrustChild$1M–$5MSame band
Nashville Soccer Holdings, LLCPrivate businessDC 4 Irrevocable TrustChild$1M–$5MSame band
Princeton Fund LLC Class A Series 1FundMainStreet ManagementSelf$1M–$5M▲ $500K–$1M
SPYSPDR S&P 500 ETF TrustFundMainStreet ManagementSelf$1M–$5MSame band
Contour Venture Partners II, LPPrivate businessMainStreet ManagementSelf$500K–$1MSame band
ETEnergy Transfer LPMainStreet ManagementSelf$500K–$1M▼ $1M–$5M
EPDEnterprise Products Partners L.P.MainStreet ManagementSelf$500K–$1MSame band
TOIXXFederated Hermes Treasury Obligation SharesFundMainStreet ManagementSelf$500K–$1MSame band
HC 17th and Grand Partners, LPPrivate businessMainStreet ManagementSelf$500K–$1MSame band
Line of Credit for DC 1 Irrevocable TrustOtherMainStreet ManagementSelf$500K–$1M▼ $1M–$5M
Line of Credit for DC 2 Irrevocable TrustOtherMainStreet ManagementSelf$500K–$1M▼ $1M–$5M
Line of Credit for DC 3 Irrevocable TrustOtherMainStreet ManagementSelf$500K–$1M▼ $1M–$5M
Northwestern Mutual Life InsuranceOtherSelf$500K–$1MSame band
445 Park CommonsReal estateMainStreet ManagementSelf$250K–$500KSame band
ANETArista Networks, Inc.MainStreet ManagementSelf$250K–$500KSame band
Contour Opportunity FundPrivate businessMainStreet ManagementSelf$250K–$500KSame band
Contour Venture Partners III, LPPrivate businessMainStreet ManagementSelf$250K–$500K▼ $500K–$1M
UTPXXFederated Hermes Money Market US TreasuryFundMainStreet ManagementSelf$250K–$500K▲ $100K–$250K
POCTInnovator S&P 500 Power Buffer ETF - OctoberFundMainStreet ManagementSelf$250K–$500KSame band
MDLZMondelez International, Inc.MainStreet ManagementSelf$250K–$500KSame band
PHParker-Hannifin CorporationMainStreet ManagementSelf$250K–$500K▲ $100K–$250K
PNFPPinnacle Financial Partners, Inc.William F. Hagerty IV - Charles SchwabSelf$250K–$500K▲ $100K–$250K
RNRRenaissanceRe Holdings Ltd.William F. Hagerty IV - Morgan StanleySelf$250K–$500KSame band
RHPRyman Hospitality Properties, Inc. (REIT)William F. Hagerty IV - Charles SchwabSelf$250K–$500KSame band
SNOXXSchwab Treasury Obligation Money MarketFundDC 1 Irrevocable TrustChild$250K–$500KSame band
SNOXXSchwab Treasury Obligation Money MarketFundDC 2 Irrevocable TrustChild$250K–$500KSame band
SNOXXSchwab Treasury Obligation Money MarketFundDC 3 Irrevocable TrustChild$250K–$500KSame band
SNOXXSchwab Treasury Obligation Money MarketFundDC 4 Irrevocable TrustChild$250K–$500KSame band
SPYState Street SPDR S&P 500 ETF TrustFundRollover IRASelf$250K–$500K▼ $1M–$5M
SPYState Street SPDR S&P 500 ETF TrustFundSEP IRASelf$250K–$500K▼ $1M–$5M
SOThe Southern CompanyMainStreet ManagementSelf$250K–$500KSame band
United States Treasury Bill 05/15/2027BondWilliam F. Hagerty IV - Charles SchwabSelf$250K–$500KSame band
VONGVanguard Russell 1000 Growth Index Fund ETF SharesFundWilliam F. Hagerty IV - Morgan StanleySelf$250K–$500K▲ $100K–$250K
VONVVanguard Russell 1000 Value Index Fund ETF SharesFundWilliam F. Hagerty IV - Morgan StanleySelf$250K–$500KSame band
WESWestern Midstream Partners, LPMainStreet ManagementSelf$250K–$500KSame band
QUALiShares MSCI USA Quality Factor ETFFundWilliam F. Hagerty IV - Morgan StanleySelf$250K–$500K▲ $100K–$250K
IBDRiShares iBonds Dec 2026 Term Corporate ETFWilliam F. Hagerty IV - Charles SchwabSelf$250K–$500KNew
4th and CommerceReal estateEakin Partners, LLCSelf$100K–$250K▲ $50K–$100K
ARLPAlliance Resource Partners, L.P.MainStreet ManagementSelf$100K–$250KSame band
Alto SolutionsPrivate businessSelf$100K–$250KSame band
AAPLApple Inc.MainStreet ManagementSelf$100K–$250KSame band
Contour Opportunity Fund II, LPPrivate businessMainStreet ManagementSelf$100K–$250K▼ $250K–$500K
Contour Venture Partners IV, LPPrivate businessMainStreet ManagementSelf$100K–$250K▼ $500K–$1M
DataCo SolutionsPrivate businessSelf$100K–$250KSame band
EP Grassmere, LLCReal estateEakin Partners, LLCSelf$100K–$250K▲ $50K–$100K
TOIXXFederated Hermes Treasury Obligation SharesFundWilliam F. Hagerty IV - Morgan StanleySelf$100K–$250K▼ $500K–$1M
HC 17th and Grand Partners, LPPrivate businessDC 1 Irrevocable TrustChild$100K–$250KSame band
HC 17th and Grand Partners, LPPrivate businessDC 2 Irrevocable TrustChild$100K–$250KSame band
HC 17th and Grand Partners, LPPrivate businessDC 3 Irrevocable TrustChild$100K–$250KSame band
HC 17th and Grand Partners, LPPrivate businessDC 4 Irrevocable TrustChild$100K–$250KSame band
HC D Hill Partners, LPPrivate businessDC 1 Irrevocable TrustChild$100K–$250KSame band
HC D Hill Partners, LPPrivate businessDC 2 Irrevocable TrustChild$100K–$250KSame band
HC D Hill Partners, LPPrivate businessDC 3 Irrevocable TrustChild$100K–$250KSame band
HC D Hill Partners, LPPrivate businessDC 4 Irrevocable TrustChild$100K–$250KSame band
KOCTInnovator Russell 2000 Power Buffer ETFFundMainStreet ManagementSelf$100K–$250KSame band
KMIKinder Morgan, Inc.MainStreet ManagementSelf$100K–$250KSame band
KTOSKratos Defense & Security Solutions, Inc. - CommonMainStreet ManagementSelf$100K–$250K▲ $50K–$100K
LFRAXLord Abbett Floating Rate Fund - Class AFundMainStreet ManagementSelf$100K–$250KNew
MSFTMicrosoft CorporationMainStreet ManagementSelf$100K–$250K▲ $50K–$100K
NTRANatera, Inc.MainStreet ManagementSelf$100K–$250KSame band
NSRGYNestle S.A.MainStreet ManagementSelf$100K–$250KSame band
OKEONEOK, Inc.MainStreet ManagementSelf$100K–$250KSame band
PLTRPalantir Technologies Inc.MainStreet ManagementSelf$100K–$250K▲ $50K–$100K
SPDWSPDR Portfolio Developed World ex-US ETFFundWilliam F. Hagerty IV - Morgan StanleySelf$100K–$250KSame band
SPEMSPDR Portfolio Emerging Markets ETFFundWilliam F. Hagerty IV - Morgan StanleySelf$100K–$250KSame band
GSThe Goldman Sachs Group, Inc.MainStreet ManagementSelf$100K–$250K▲ $50K–$100K
PNCThe PNC Financial Services Group, Inc.MainStreet ManagementSelf$100K–$250KSame band
United States Treasury Bill 07/31/2026BondRollover IRASelf$100K–$250K▼ $250K–$500K
United States Treasury Bill 07/31/2026BondSEP IRASelf$100K–$250K▼ $250K–$500K
United States Treasury Bill 07/31/2026BondWilliam F. Hagerty IV - Charles SchwabSelf$100K–$250K▼ $250K–$500K
VOEVanguard Mid-Cap Value Index Fund ETF SharesFundWilliam F. Hagerty IV - Morgan StanleySelf$100K–$250KSame band
VIOGVanguard S&P Small-Cap 600 Growth Index Fund ETF SFundWilliam F. Hagerty IV - Morgan StanleySelf$100K–$250K▲ $50K–$100K
VBRVanguard Small-Cap Value Index Fund ETF SharesFundWilliam F. Hagerty IV - Morgan StanleySelf$100K–$250KSame band
VUSBVanguard Ultra-Short Bond ETFFundRollover IRASelf$100K–$250KSame band
VUSBVanguard Ultra-Short Bond ETFFundSEP IRASelf$100K–$250KSame band
DBEFXtrackers MSCI EAFE Hedged Equity ETFFundWilliam F. Hagerty IV - Morgan StanleySelf$100K–$250KSame band
IAUiShares Gold TrustFundWilliam F. Hagerty IV - Morgan StanleySelf$100K–$250KSame band
MTUMiShares MSCI USA Momentum Factor ETFFundWilliam F. Hagerty IV - Morgan StanleySelf$100K–$250KSame band
IBDSiShares iBonds Dec 2027 Term Corporate ETFWilliam F. Hagerty IV - Charles SchwabSelf$100K–$250KNew
Agent HeroPrivate businessSelf$50K–$100KSame band
GOOGAlphabet Inc.MainStreet ManagementSelf$50K–$100K▲ $15K–$50K
AMZNAmazon.com, Inc.MainStreet ManagementSelf$50K–$100KSame band
CPPAXAmerican Funds Preservation Portfolio Class 529FundVirginia College Savings PlanChild$50K–$100K▼ $100K–$250K
CSXCSX CorporationMainStreet ManagementSelf$50K–$100K▲ $15K–$50K
FUNCedar Fair, L.P.MainStreet ManagementSelf$50K–$100K▼ $100K–$250K
FDXFedEx CorporationMainStreet ManagementSelf$50K–$100KSame band
UTPXXFederated Hermes Money Market US TreasuryFundWilliam F. Hagerty IV - Morgan StanleySelf$50K–$100K▼ $100K–$250K
JPMJP Morgan Chase & Co.MainStreet ManagementSelf$50K–$100KSame band
NSCNorfolk Southern CorporationMainStreet ManagementSelf$50K–$100KSame band
PEPPepsiCo, Inc.MainStreet ManagementSelf$50K–$100KSame band
Pinnacle BankCashSelf$50K–$100KSame band
PNFPPinnacle Financial Partners, Inc.MainStreet ManagementSelf$50K–$100K▼ $100K–$250K
NOBLS&P 500 Dividend Aristocrats ETFFundRollover IRASelf$50K–$100KSame band
NOBLS&P 500 Dividend Aristocrats ETFFundSEP IRASelf$50K–$100KSame band
DIASPDR Dow Jones Industrial Average ETFFundRollover IRASelf$50K–$100KSame band
DIASPDR Dow Jones Industrial Average ETFFundSEP IRASelf$50K–$100KSame band
SYKStryker CorporationMainStreet ManagementSelf$50K–$100KSame band
Unum Life InsuranceOtherSelf$50K–$100KSame band
VOTVanguard Mid-Cap Growth Index Fund ETF SharesFundWilliam F. Hagerty IV - Morgan StanleySelf$50K–$100KSame band
AAgilent Technologies, Inc.MainStreet ManagementSelf$15K–$50KSame band
ARCCAres Capital CorporationMainStreet ManagementSelf$15K–$50KSame band
BAHBooz Allen Hamilton Holding CorporationMainStreet ManagementSelf$15K–$50KSame band
Burton 6, LLCReal estateEakin Partners, LLCSelf$15K–$50KSame band
Charles SchwabCashRollover IRASelf$15K–$50KSame band
Charles SchwabCashMainStreet ManagementSelf$15K–$50KSame band
CSCOCisco Systems, Inc.MainStreet ManagementSelf$15K–$50KSame band
Distressed Managers IV, LPPrivate businessMainStreet ManagementSelf$15K–$50KSame band
EQTEqt CorpMainStreet ManagementSelf$15K–$50KSame band
Goldman SachsCashMainStreet ManagementSelf$15K–$50KSame band
INGRIngredion IncorporatedMainStreet ManagementSelf$15K–$50KSame band
JNJJohnson & JohnsonMainStreet ManagementSelf$15K–$50KSame band
LKQLKQ CorporationMainStreet ManagementSelf$15K–$50KSame band
LOWLowe's Companies, Inc.MainStreet ManagementSelf$15K–$50KSame band
LYBLyondellBasell Industries N.V.MainStreet ManagementSelf$15K–$50KSame band
Morgan StanleyCashWilliam F. Hagerty IV - Morgan StanleySelf$15K–$50KSame band
PAAPlains All American Pipeline, L.P.MainStreet ManagementSelf$15K–$50KSame band
RNRRenaissanceRe Holdings Ltd.MainStreet ManagementSelf$15K–$50K▼ $250K–$500K
TDYTeledyne Technologies IncorporatedMainStreet ManagementSelf$15K–$50KSame band
BXThe Blackstone Group Inc.MainStreet ManagementSelf$15K–$50KSame band
BAThe Boeing CompanyMainStreet ManagementSelf$15K–$50KSame band
WYWeyerhaeuser CompanyMainStreet ManagementSelf$15K–$50KSame band
Capital Partners VIPrivate businessMainStreet ManagementSelf$1K–$15KSame band
Charles SchwabCashSEP IRASelf$1K–$15K▼ $15K–$50K
Charles SchwabCashDC 2 Irrevocable TrustChild$1K–$15KSame band
Charles SchwabCashDC 3 Irrevocable TrustChild$1K–$15KSame band
Charles SchwabCashDC 4 Irrevocable TrustChild$1K–$15KSame band
Charles SchwabCashWilliam F. Hagerty IV - Charles SchwabSelf$1K–$15K▼ $15K–$50K
Contour Venture Partners, LPPrivate businessMainStreet ManagementSelf$1K–$15K▼ $500K–$1M
DRIDarden Restaurants, Inc.MainStreet ManagementSelf$1K–$15KSame band
IQDNXInfinity Q Diversified Alpha FundFundMainStreet ManagementSelf$1K–$15KSame band
RSPInvesco S&P 500 Equal Weight ETFRollover IRASelf$1K–$15KNew
RSPInvesco S&P 500 Equal Weight ETFSEP IRASelf$1K–$15KNew
Pinnacle BankCashChild$1K–$15KSame band
Pinnacle BankCashChild$1K–$15KSame band
Pinnacle BankCashChild$1K–$15KSame band
Pinnacle BankCashChild$1K–$15KSame band
SchwabCashDC 1 Irrevocable TrustChild$1K–$15KSame band
Silverpeak Legacy Fund, II LPPrivate businessMainStreet ManagementSelf$1K–$15KSame band
Silverpeak Legacy Fund, III LPPrivate businessMainStreet ManagementSelf$1K–$15KSame band
SIRISirius XM Holdings Inc.MainStreet ManagementSelf$1K–$15KSame band
VBRVanguard Small-Cap Value Index Fund - ETF SharesRollover IRASelf$1K–$15K▼ $100K–$250K
VBRVanguard Small-Cap Value Index Fund - ETF SharesSEP IRASelf$1K–$15K▼ $100K–$250K
CIPAXAmerican Funds Conservative Growth and Income PoFundVirginia College Savings PlanChildUnder $1K▼ $100K–$250K
CPGAXAmerican Funds Global Growth Portfolio Class 529-AFundVirginia College Savings PlanChildUnder $1K▼ $15K–$50K
CBAAXAmerican Funds Moderate Growth and Income PortfoliFundVirginia College Savings PlanChildUnder $1K▼ $1K–$15K
AHL.CAspen Insurance Hldg LTD 5.95%MainStreet ManagementSelfUnder $1K▼ $15K–$50K
Morgan StanleyCashMainStreet ManagementSelfUnder $1K▼ $15K–$50K
QRTEPQurate Retail, Inc. - 8.0% Fixed Rate Cumulative RMainStreet ManagementSelfUnder $1K▼ $1K–$15K
United States Treasury Bill 06/30/2025BondWilliam F. Hagerty IV - Charles SchwabSelfUnder $1K▼ $250K–$500K
IBDQiShares iBonds Dec 2025 Term Corporate ETFFundWilliam F. Hagerty IV - Charles SchwabSelfUnder $1K▼ $250K–$500K

Not in the 2025 report

Listed in 2024 with a value, gone a year later: sold, or under $1,001.

LFRIX Lord Abbett Inv TR Lord Abbett Floating Rate Fd $100K–$250K

Source filings

Every report we read for this page · newest first

Aug 12, 2026 2025 annual report 155 assets View original
Mar 2, 2026 Periodic transaction report 1 trade View original
Feb 23, 2026 Periodic transaction report 1 trade View original
Aug 11, 2025 2024 annual report 166 assets View original
Aug 11, 2025 Periodic transaction report 1 trade View original
Jan 22, 2025 Periodic transaction report 1 trade View original
Dec 30, 2024 Periodic transaction report 5 trades View original
Nov 25, 2024 Periodic transaction report 1 trade View original
Aug 13, 2024 2023 annual report 178 assets View original
Aug 13, 2024 Periodic transaction report 1 trade View original
Jan 10, 2024 Periodic transaction report 1 trade View original
Oct 18, 2023 Periodic transaction report 2 trades View original

From STOCK Act disclosures filed with the Secretary of the Senate. Amounts are the disclosed ranges. Trades cover the last three years; holdings come from the latest annual report. How we read these reports.