Follow-The-Filings

Joe Manchin, III

I-WV Former senator · West Virginia Independent In Congress since 2010

  • 1trades · 3 yrs
  • 1buys
  • 0sells
  • 29dmedian wait
  • 0filed late

Joe Manchin, III disclosed 1 trade made since Oct 4, 2023: 1 buy and 0 sales. The latest, made Nov 7, 2023, was filed Dec 6, 2023.

Trades over time

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

Buys Sells Nov 7, 2023 · Buy · TOMBALL TEX COMBINATION TAX... · $15K–$50K · disclosed 29d later

Trades

1 trade since Oct 4, 2023 · newest first

  1. TOMBALL TEX COMBINATION TAX REV CTFS OBLIG 2022 Rate/Coupon: 5.0 Matures: 02/15/2029
    Bond
    Buy
    $15K–$50K
    Traded Nov 7, 2023Filed Dec 6, 2023 29d
    ↗

Reported holdings

2023 annual report (amended) · filed Oct 30, 2024 · values at year end, in the ranges disclosed

Original
$4.8M–$13.7M sum of 84 disclosed ranges
  • Private business 9
  • Cash 19
  • Fund 42
  • Other 4
  • Stock 3
  • Real estate 5
  1. Enersystems, Inc.Private businessSelf$1M–$5M
  2. Joseph Manchin III Qualified Blind TrustOtherSelf$500K–$1M
  3. MVBFMVB Financial Corp. (OTC Markets)Spouse$500K–$1M
  4. Flourish FInancial LLCCashSpouse$250K–$500K
  5. Real Estate in Fairmont, WVReal estateSelf$250K–$500K
  6. Charles Schwab Ba 5.20% 9/16/2024CashSelf$100K–$250K
  7. DFUSDimensional U.S. Equity ETFFundSelf$100K–$250K
  8. DFASDimensional U.S. Small Cap ETFFundSelf$100K–$250K
  9. DFATDimensional U.S. Targeted Value ETFFundSelf$100K–$250K
  10. DFUVDimensional US Marketwide Value ETFFundSelf$100K–$250K
  11. Discover Bk Greenwood DE 4.60% 10/25/2027CashSelf$100K–$250K
  12. Farmington Resources, Inc.Private businessSelf$100K–$250K
  13. House BoatOtherJoint$100K–$250K
  14. Huntington BanksCashJoint$100K–$250K
  15. Huntington BanksCashSelf$100K–$250K
  16. Prudential Life Insurance Whole Life Policy Cash ValueOtherSelf$100K–$250K
  17. United States Treasury Note 2.50% 5/31/2024BondSelf$100K–$250K
  18. Univest Natl Bk 4.50% CD FDIC Ins Due 6/21/2028CashSelf$100K–$250K
  19. American Express Natl Bk 4.45% 10/20/2025CashSelf$50K–$100K
  20. Axos Bank 5.10% 3/15/2024CashSelf$50K–$100K
  21. Branch Banking & Trust (Now TRUIST Bank)CashSelf$50K–$100K
  22. CIBC BK USA CD 4.65% 6/15/2026CashSelf$50K–$100K
  23. Capital One Natl Assn Mclean 4.50% 10/19/2026CashSelf$50K–$100K
  24. City Natl Bk Los Angeles Calif Ctf Dep 4.50% 1/13/2025CashSelf$50K–$100K
  25. DFCEXDFA Emerging Markets Core Equity IFundSelf$50K–$100K
  26. Farmington Resources, Inc. - Note ReceivablePrivate businessSelf$50K–$100K
  27. PRUPrudential Financial, Inc. (NYSE)Self$50K–$100K
  28. Storage buildingReal estateSelf$50K–$100K
  29. TOMBALL TEX COMBINATION TAX REV CTFS OBLIG 2022BondSelf$50K–$100K
  30. VGITVanguard Intermediate-Term Treasury ETFFundSelf$50K–$100K
  31. Wells Fargo Bank N.A. CD 2.95% 3/27/2024CashSelf$50K–$100K
  32. Wells Fargo Bank N.A. CD 3.10% 2/13/2024CashSelf$50K–$100K
  33. Commercial Building in Fairmont, West VirginiaReal estateJoint$15K–$50K
  34. DGEIXDFA Global Equity IFundSpouse$15K–$50K
  35. DISVXDFA International Small Cap Value I (NASDAQ)FundSelf$15K–$50K
  36. DFISXDFA International Small Company I (NASDAQ)FundSelf$15K–$50K
  37. DFALXDFA Large Cap International I (NASDAQ)FundSelf$15K–$50K
  38. DFXIXDfa Diversified Fixed Income Portfolio - InstituFundSpouse$15K–$50K
  39. DFGEXDfa Global Real Estate Securities PtfFundSelf$15K–$50K
  40. DFGEXDfa Global Real Estate Securities PtfFundSelf$15K–$50K

Source filings

Every report we read for this page · newest first

  1. Oct 30, 2024 2023 annual report · amended 84 assets View original
  2. Dec 6, 2023 Periodic transaction report 1 trade 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.