Follow-The-Filings

Kathy Castor

D-FL-14 Representative for Florida’s 14th district Democrat In Congress since 2007

  • 2trades · 3 yrs
  • 0buys
  • 2sells
  • 0dmedian wait
  • 0filed late

Kathy Castor disclosed 2 trades made since Oct 4, 2023: 0 buys and 2 sales. The most traded name was BRK.B (2 trades). All of them were a spouse's or joint account's. The latest, made Jul 15, 2024, was filed Jul 15, 2024.

Trades over time

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

Buys Sells Jul 15, 2024 · Partial sale · BRK.B · $15K–$50K · disclosed 0d laterMar 28, 2024 · Partial sale · BRK.B · $15K–$50K · disclosed 0d later
  • BRK.B 2 trades 0 buy · 2 sell

Trades

2 trades since Oct 4, 2023 · newest first

  1. BRK.BBerkshire Hathaway Inc. New
    Joint
    Sell · part
    $15K–$50K
    Traded Jul 15, 2024Filed Jul 15, 2024 same day
    ↗
  2. BRK.BBerkshire Hathaway Inc. New
    Joint
    Sell · part
    $15K–$50K
    Traded Mar 28, 2024Filed Mar 28, 2024 same day
    ↗

Reported holdings

2025 annual report · filed May 24, 2026 · values at year end, in the ranges disclosed · changes vs 2024

Original
$7.9M–$31.8M sum of 57 disclosed ranges
  • Fund 47
  • Other 4
  • Cash 5
  • Stock 1
  1. FVCAXFranklin California High Yield Muni Fd Advisor ClassFundJoint$1M–$5M▲ $250K–$500K
  2. FRIAXFranklin Income Fund Advisor ClassFundJoint$1M–$5MSame band
  3. Galliard Stable Return Fund COtherSpouse$1M–$5MNew
  4. VWALXVanguard High-Yield Tax-Exempt Fund Admiral SharesFundJoint$1M–$5M▲ $250K–$500K
  5. VMSXXVanguard Municipal Money Market FundFundJoint$1M–$5MNew
  6. LDLTXLord Abbett Short Duration Income Class R5FundSpouse$500K–$1MNew
  7. US Treasury Money FundCashSelf$500K–$1MNew
  8. BRK.BBerkshire Hathaway Inc. NewJoint$250K–$500KSame band
  9. BPRIXBlackRock Inflation Protected Bond Portfolio - InstitutionalFundSpouse$250K–$500KNew
  10. VMSXXVanguard Municipal Money Market FundFundJoint$250K–$500KNew
  11. DIVOAmplify CWP Enhanced Dividend Income ETFFundJoint$100K–$250KSame band
  12. FHYVXFranklin High Yield Tax-Free Income Fund Advisor ClassFundJoint$100K–$250KNew
  13. Global X Funds Global X Dow 30 Covered Call ETFFundJoint$100K–$250KSame band
  14. MDISXMutual Global Discovery Fund Class ZFundJoint$100K–$250K▲ $50K–$100K
  15. Principal Global Investors LargeCap S&P 500 Index (-)OtherSpouse$100K–$250K▼ $1M–$5M
  16. TSCXXT. Rowe Price Cash Reserves FundFundSelf$100K–$250KNew
  17. Vanguard Federal Money Market FundCashJoint$100K–$250K▲ $15K–$50K
  18. VUSXXVanguard Treasury Money Market FundFundJoint$100K–$250KNew
  19. Bank of America CheckingCashJoint$50K–$100K▲ $15K–$50K
  20. PTEXXT. Rowe Price Tax-Exempt Money FdFundJoint$50K–$100KNew
  21. VMFXXVanguard Money Market Reserves Federal Money Market FundFundJoint$50K–$100KNew
  22. CIT: MFS International Equity Fund Fee Class U (GAACWX)FundSpouse$15K–$50KNew
  23. QYLDGlobal X NASDAQ 100 Covered Call ETFFundJoint$15K–$50K▼ $100K–$250K
  24. XYLDGlobal X S&P 500 Covered Call ETFFundJoint$15K–$50KNew
  25. JEPIJPMorgan Equity Premium Income ETFFundJoint$15K–$50K▼ $50K–$100K
  26. JLGMXJPMorgan Large Cap Growth Fund R6FundSpouse$15K–$50K▼ $100K–$250K
  27. JMVYXJPMorgan Mid Cap Value Fund-R6FundSpouse$15K–$50KNew
  28. MEIHXMFS Value Fund Class R3FundSpouse$15K–$50KNew
  29. PIDIXPrincipal Fds, Inc. International Equity Index Institutional ClassFundSpouse$15K–$50KNew
  30. Principal US Property Sep Acct (-)OtherSpouse$15K–$50K▼ $250K–$500K
  31. PDGIXT. Rowe Price Dividend Growth Fund - I ClassFundSelf$15K–$50K▼ $100K–$250K
  32. RPGEXT. Rowe Price Global Growth Stock FundFundSelf$15K–$50KSame band
  33. TIDDXT. Rowe Price International Discovery Fund - I ClassFundSpouse$15K–$50K▼ $100K–$250K
  34. TRPIXT. Rowe Price Value Fund - I ClassFundSelf$15K–$50K▼ $100K–$250K
  35. VIGVanguard Div Appreciation ETFFundJoint$15K–$50K▼ $100K–$250K
  36. VOOVanguard S&P 500 ETFFundJoint$15K–$50K▼ $250K–$500K
  37. Bank of America SavingsCashJoint$1K–$15KSame band
  38. E*Trade SavingsCashJoint$1K–$15KSame band
  39. FEIFXFIST Equity Income Fund - Advisor ClassFundJoint$1K–$15K▼ $500K–$1M
  40. FRCZXFranklin California Intermediate-Term Tax Free Income Fd Adv ClFundJoint$1K–$15K▼ $100K–$250K

Not in the 2025 report

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

  • TBCIX T. Rowe Price Blue Chip Growth Fund - I Class $250K–$500K
  • FVHIX Franklin High Income Fund Advisor Class $100K–$250K
  • Global X Nasdaq 100 Covered Call ETF $100K–$250K
  • Principal MidCap Separate Account (-) $100K–$250K
  • Principal SmallCap S&P 600 Index Separate Acc... $100K–$250K
  • SPDR Dow Jones Industrial Average ETF $100K–$250K
  • SPY SPDR S&P 500 $100K–$250K
  • IVOO Vanguard S&P Mid-Cap 400 ETF $100K–$250K
  • VTEI Vanguard Tax-Managed Funds Vanguard Intermedi... $100K–$250K
  • DIEMX Driehaus Emerging Markets Growth Fund Institu... $50K–$100K
  • FMHI First Trust Municipal High Income ETF $50K–$100K
  • FLMI Franklin Dynamic Municipal Bond ETF $50K–$100K
  • FLMB Franklin Municipal Green Bond ETF $50K–$100K
  • VTEB Vanguard Tax-Exempt Bond ETF $50K–$100K
  • Global X S&P 500 Covered Call $15K–$50K

Source filings

Every report we read for this page · newest first

  1. May 24, 2026 2025 annual report 72 assets View original
  2. May 15, 2025 2024 annual report 63 assets View original
  3. Jul 15, 2024 Periodic transaction report 1 trade View original
  4. May 10, 2024 2023 annual report 63 assets View original
  5. Mar 28, 2024 Periodic transaction report 1 trade 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.