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Dan Bishop

R-NC-8 Former representative · North Carolina Republican In Congress since 2019

  • 5trades · 3 yrs
  • 5buys
  • 0sells
  • 1dmedian wait
  • 0filed late

Dan Bishop disclosed 5 trades made since Oct 4, 2023: 5 buys and 0 sales. 3 of them were a spouse's or joint account's. The latest, made Oct 26, 2023, was filed Oct 27, 2023.

Trades over time

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

Buys Sells Oct 26, 2023 · Buy · United States T-bills · $250K–$500K · disclosed 1d laterOct 25, 2023 · Buy · United States T-bills · $250K–$500K · disclosed 2d laterOct 26, 2023 · Buy · United States T-bills · $100K–$250K · disclosed 1d laterOct 25, 2023 · Buy · United States T-bills · $100K–$250K · disclosed 2d laterOct 26, 2023 · Buy · United States T-bills · $15K–$50K · disclosed 1d later

Trades

5 trades since Oct 4, 2023 · newest first

  1. United States T-bills
    Bond
    Buy
    $250K–$500K
    Traded Oct 26, 2023Filed Oct 27, 2023 1d
    ↗
  2. United States T-bills
    Bond
    Buy
    $15K–$50K
    Traded Oct 26, 2023Filed Oct 27, 2023 1d
    ↗
  3. United States T-bills
    BondJoint
    Buy
    $100K–$250K
    Traded Oct 26, 2023Filed Oct 27, 2023 1d
    ↗
  4. United States T-bills
    BondSpouse
    Buy
    $100K–$250K
    Traded Oct 25, 2023Filed Oct 27, 2023 2d
    ↗
  5. United States T-bills
    BondSpouse
    Buy
    $250K–$500K
    Traded Oct 25, 2023Filed Oct 27, 2023 2d
    ↗

Reported holdings

2023 annual report · filed Aug 12, 2024 · values at year end, in the ranges disclosed

Original
  1. Funds $1.7M–$4M · 46 assets ≈36%
  2. Cash & bonds $2.4M–$8M · 17 assets ≈64%

Shares are approximate: each holding counts at the middle of its disclosed range. Pick a slice to list only those holdings.

  1. Schwab Government Money fund (SGUXX)CashJoint$1M–$5M
  2. Amount held in cashCashSelf$500K–$1M
  3. DOUBLELINE FUNDS CORE FIXED INCOME IFundSpouse$250K–$500K
  4. DODIXDodge & Cox Income Fund - Class IFundSelf$250K–$500K
  5. TD Bank, NACashJoint$250K–$500K
  6. United States T-billsBondSpouse$250K–$500K
  7. AMERICAN FUNDS WA MUTUAL INVESTORS F2FundSpouse$100K–$250K
  8. DBLLXDoubleLine Low Duration Emerging Markets Fixed Income Fund Class IFundSelf$100K–$250K
  9. TD Bank NACashSpouse$100K–$250K
  10. United States T-billsBondSpouse$100K–$250K
  11. VANGUARD S&P 500 ETF SHSFundJoint$100K–$250K
  12. Vanguard Total Stock Market ETFFundJoint$100K–$250K
  13. Comerica Bank Dallas Tex CDCashSelf$50K–$100K
  14. DAADXEmerging Markets ex China Core Equity PortfolioFundSelf$50K–$100K
  15. DAADXEmerging Markets ex China Core Equity PortfolioFundSpouse$50K–$100K
  16. MSAIndex 500 StockFundSelf$50K–$100K
  17. MFS Funds MA Investors Growth Stock IFundSelf$50K–$100K
  18. SELECT SECTOR SPDR TRUST TECHNOLOGY ETFFundJoint$50K–$100K
  19. UMB Bk Natl Assn Kans City Mo CDCashSpouse$50K–$100K
  20. VANGUARD EQTY INCOME ADMIRALFundSpouse$50K–$100K
  21. VANGUARD TOTAL STK MKT ETFFundSelf$50K–$100K
  22. Vanguard Aggressive Age-Based Option: Vanguard 10% Stock/90% Bond PortfolioFundSelf$50K–$100K
  23. VEGBXVanguard Emerging Markets Bond Fund Admiral SharesFundSpouse$50K–$100K
  24. Vanguard Federal Money Market FundFundSelf$50K–$100K
  25. Vanguard MCAP VL IDXVIP ETFFundSelf$50K–$100K
  26. SHViShares Short Treasury Bond ETFFundSelf$50K–$100K
  27. MIAYXAmerican Funds Multi-Sector Income Fund Class F-2FundSelf$15K–$50K
  28. Amount held in cashCashSpouse$15K–$50K
  29. Amount held in cashCashSelf$15K–$50K
  30. Congressional FCUCashJoint$15K–$50K
  31. DFXIXDFA Diversified Fixed Income Portfolio - InstitutionalFundSelf$15K–$50K
  32. MSAIndex 400 StockFundSelf$15K–$50K
  33. International Growth (MSA/FIAM LLC)FundSelf$15K–$50K
  34. MFS FUNDS MA INVESTORS TRUST IFundSpouse$15K–$50K
  35. SELECT SECTOR SPDR TRUST SBI HEALTHCARE ETFFundJoint$15K–$50K
  36. South State BankCashJoint$15K–$50K
  37. VANGUARD INTER TERM TREAS ETFFundSelf$15K–$50K
  38. VANGUARD SM CAP INDEX ADMIRALFundSpouse$15K–$50K
  39. VGITVanguard Intermediate-Term Treasury ETFFundSpouse$15K–$50K
  40. Vanguard MCAP VL IDXVIP ETFFundSpouse$15K–$50K

Source filings

Every report we read for this page · newest first

  1. Aug 12, 2024 2023 annual report 69 assets View original
  2. Oct 27, 2023 Periodic transaction report 5 trades View original

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