Mark R. Warner
D-VA Senator for Virginia Democrat In Congress since 2009
- 64trades · 3 yrs
- 61buys
- 3sells
- 35dmedian wait
- 0filed late
Mark R. Warner disclosed 64 trades made since Oct 4, 2023: 61 buys and 3 sales. The latest, made Jul 7, 2026, was filed Aug 14, 2026.
Trades over time
Buys above the line, sells below · bigger dots, bigger ranges · tails run to the filing date
Buys
Sells
Trades
64 trades since Oct 4, 2023 · newest first
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Manassas VA GO Public Improvement Refunding Bonds Rate/Coupon: 4.0% Matures: 2032-01-01Buy$50K–$100KTraded Jul 7Filed Aug 14 38d
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Virginia Beach VA GO Public Improvement Bonds Rate/Coupon: 5.0% Matures: 2031-02-01Buy$100K–$250KTraded Jul 2Filed Aug 14 43d
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Alexandria VA GO Capital Improvement Bonds Rate/Coupon: 5.0% Matures: 2031-12-15Buy$50K–$100KTraded Jul 2Filed Aug 14 43d
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West Deptford Energy Holdings, LLC Company: West Deptford Energy Holdings, LLC (New York, NY) Description: Energy CompanySell$1K–$15KTraded Dec 24, 2025Filed Jan 16 23d
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BetterCloud Company: BetterCloud (New York, NY) Description: Cloud StorageSell$1K–$15KTraded Dec 10, 2025Filed Jan 16 37d
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Alexandria VA Unltd Tax Rate/Coupon: 4.0% Matures: 12/15/2044Buy$500K–$1MTraded Oct 8, 2024Filed Nov 12, 2024 35d
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euNetworks Group Limited Company: euNetworks Group Limited (London, England) Description: Bandwidth infrastructure servicesSell$1M–$5MTraded Aug 29, 2024Filed Sep 16, 2024 18d
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RICHMOND VA SER C UNLTD TAX Rate/Coupon: 4.0% Matures: 03/01/2057Buy$500K–$1MTraded Jul 31, 2024Filed Aug 19, 2024 19d
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Virginia ST Res Auth Rate/Coupon: 5.0% Matures: 11/01/2036Buy$50K–$100KTraded Jan 11, 2024Filed Feb 16, 2024 36d
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Virginia Comwlth Transn Rate/Coupon: 4.0% Matures: 05/15/2047Buy$250K–$500KTraded Jan 10, 2024Filed Feb 16, 2024 37d
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Petersburg VA Go BDS Rate/Coupon: 4.25% Matures: 09/01/2048Buy$100K–$250KTraded Jan 10, 2024Filed Feb 16, 2024 37d
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Metropolitan ST Louis MO Rate/Coupon: 5.0% Matures: 05/01/2036Buy$100K–$250KTraded Jan 8, 2024Filed Feb 16, 2024 39d
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Los Angeles CNTY CA Met Rate/Coupon: 5.0% Matures: 07/01/2042Buy$100K–$250KTraded Jan 8, 2024Filed Feb 16, 2024 39d
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Virginia Comwlth Transn Rate/Coupon: 4.0% Matures: 05/15/2038Buy$250K–$500KTraded Jan 4, 2024Filed Feb 16, 2024 43d
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Bexar CNTY TX Hosp Dist CTFS Oblig LTD Tax Rate/Coupon: 4.25% Matures: 02/15/2052Buy$500K–$1MTraded Jan 3, 2024Filed Feb 16, 2024 44d
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Richmond VA Pub Util Rev Ser A Rate/Coupon: 4.0% Matures: 01/15/2050Buy$500K–$1MTraded Jan 3, 2024Filed Feb 16, 2024 44d
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Minneapolis & ST Paul MN Rate/Coupon: 5.00% Matures: 01/01/2034Buy$250K–$500KTraded Dec 27, 2023Filed Jan 16, 2024 20d
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Virginia Small Business Rate/Coupon: 5.00% Matures: 10/01/2041Buy$250K–$500KTraded Dec 19, 2023Filed Jan 16, 2024 28d
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Fairfax CNTY VA SWR Rev Rate/Coupon: 5.00% Matures: 07/15/2046Buy$500K–$1MTraded Dec 18, 2023Filed Jan 16, 2024 29d
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Virginia ST Pub BLDG Rate/Coupon: 4.00% Matures: 08/01/2039Buy$500K–$1MTraded Dec 15, 2023Filed Jan 16, 2024 32d
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University VA Univ Revs Rate/Coupon: 5.00% Matures: 04/01/2042Buy$250K–$500KTraded Dec 13, 2023Filed Jan 16, 2024 34d
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Fairfax CNTY VA SWR Rev Rate/Coupon: 5.00% Matures: 07/15/2046Buy$250K–$500KTraded Dec 13, 2023Filed Jan 16, 2024 34d
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Massachusetts ST Transn Rate/Coupon: 4.00% Matures: 06/01/2046Buy$250K–$500KTraded Dec 13, 2023Filed Jan 16, 2024 34d
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Univ Of VA VA Univ Revenues Multi YR Cap Proj-Ser B Rate/Coupon: 4.00% Matures: 08/01/2048Buy$500K–$1MTraded Dec 13, 2023Filed Jan 16, 2024 34d
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Memphis TN Gen Impt BDS Rate/Coupon: 5.00% Matures: 10/01/2044Buy$250K–$500KTraded Dec 12, 2023Filed Jan 16, 2024 35d
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Alexandria VA Go Cap Rate/Coupon: 4.00% Matures: 12/15/2042Buy$100K–$250KTraded Dec 11, 2023Filed Jan 16, 2024 36d
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Virginia ST HSG Dev Auth Rate/Coupon: 5.00% Matures: 11/01/2038Buy$100K–$250KTraded Dec 11, 2023Filed Jan 16, 2024 36d
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University Texas Univ Revs Fing SYS BDS Rate/Coupon: 5.00% Matures: 08/15/2043Buy$100K–$250KTraded Dec 8, 2023Filed Jan 16, 2024 39d
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West VA ST ST RD BDS Bid Rate/Coupon: 5.00% Matures: 06/01/2041Buy$100K–$250KTraded Dec 7, 2023Filed Jan 16, 2024 40d
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Massachusetts ST Go BDS Rate/Coupon: 5.00% Matures: 09/01/2038Buy$100K–$250KTraded Dec 6, 2023Filed Jan 16, 2024 41d
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Connecticut ST Go BDS Rate/Coupon: 5.00% Matures: 04/15/2038Buy$500K–$1MTraded Dec 5, 2023Filed Jan 16, 2024 42d
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Prince Georges CNTY MD Rate/Coupon: 5.00% Matures: 08/01/2042Buy$500K–$1MTraded Dec 5, 2023Filed Jan 16, 2024 42d
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Norfolk VA Go Cap Impt Rate/Coupon: 5.00% Matures: 09/01/2042Buy$500K–$1MTraded Dec 4, 2023Filed Jan 16, 2024 43d
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Fairfax CNTY VA SWR Rev Rate/Coupon: 5.00% Matures: 07/15/2046Buy$500K–$1MTraded Dec 4, 2023Filed Jan 16, 2024 43d
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Anne Arundel CNTY MD Rate/Coupon: 5.00% Matures: 10/01/2042Buy$250K–$500KTraded Nov 30, 2023Filed Dec 19, 2023 19d
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Anne Arundel CNTY MD Rate/Coupon: 5.00% Matures: 10/01/2041Buy$100K–$250KTraded Nov 30, 2023Filed Dec 19, 2023 19d
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Williamsburg VA Econ Dev Auth Student HSG Rev William & Mary Rate/Coupon: 4.375% Matures: 07/01/2063Buy$500K–$1MTraded Nov 29, 2023Filed Dec 19, 2023 20d
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Washington ST Go Var Rate/Coupon: 5.00% Matures: 02/01/2045Buy$250K–$500KTraded Nov 29, 2023Filed Dec 19, 2023 20d
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Petersburg VA Unltd Tax Rate/Coupon: 4.25% Matures: 09/01/2053Buy$500K–$1MTraded Nov 28, 2023Filed Dec 19, 2023 21d
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Spotsylvania CNTY VA WTR Rate/Coupon: 5.00% Matures: 12/01/2045Buy$500K–$1MTraded Nov 28, 2023Filed Dec 19, 2023 21d
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Roanoke VA Go Pub Impt Rate/Coupon: 4.00% Matures: 10/01/2043Buy$250K–$500KTraded Nov 27, 2023Filed Dec 19, 2023 22d
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Fairfax CNTY VA SWR Rev Rate/Coupon: 5.00% Matures: 07/15/2044Buy$250K–$500KTraded Nov 27, 2023Filed Dec 19, 2023 22d
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University VA Univ Revs Rate/Coupon: 5.00% Matures: 04/01/2042Buy$100K–$250KTraded Nov 22, 2023Filed Dec 19, 2023 27d
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Virginia ST Pub SCH Auth Rate/Coupon: 5.00% Matures: 08/01/2040Buy$100K–$250KTraded Nov 22, 2023Filed Dec 19, 2023 27d
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Arlington CNTY VA Go Pub Rate/Coupon: 5.00% Matures: 06/15/2038Buy$500K–$1MTraded Nov 21, 2023Filed Dec 19, 2023 28d
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Fairfax CNTY VA Pub Impt Rate/Coupon: 5.00% Matures: 10/01/2039Buy$100K–$250KTraded Nov 21, 2023Filed Dec 19, 2023 28d
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Washington ST MTR Veh Rate/Coupon: 5.00% Matures: 06/01/2039Buy$100K–$250KTraded Nov 17, 2023Filed Dec 19, 2023 32d
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Spotsylvania CNTY VA WTR & SWR SYS Rev Rate/Coupon: 5.00% Matures: 12/01/2047Buy$500K–$1MTraded Nov 16, 2023Filed Dec 19, 2023 33d
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Virginia Port Auth Rate/Coupon: 5.00% Matures: 07/01/2043Buy$250K–$500KTraded Nov 16, 2023Filed Dec 19, 2023 33d
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Virginia Comwlth Transn Rate/Coupon: 4.00% Matures: 05/15/2042Buy$100K–$250KTraded Nov 15, 2023Filed Dec 19, 2023 34d
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Dripping Springs TX Indep Schdist Ref Unltd Tax Rate/Coupon: 5.00% Matures: 02/15/2053Buy$500K–$1MTraded Nov 14, 2023Filed Dec 19, 2023 35d
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Richmond VA Pub Util Rev Rate/Coupon: 4.00% Matures: 01/15/2040Buy$100K–$250KTraded Nov 14, 2023Filed Dec 19, 2023 35d
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Virginia ST Re Be 5.00 % Rate/Coupon: 5.00% Matures: 11/01/2034Buy$50K–$100KTraded Nov 14, 2023Filed Dec 19, 2023 35d
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Palm BCH CNTY FL Pub Rate/Coupon: 5.00% Matures: 05/01/2038Buy$500K–$1MTraded Nov 14, 2023Filed Dec 19, 2023 35d
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Virginia ST Res Auth Rate/Coupon: 4.00% Matures: 11/01/2043Buy$250K–$500KTraded Nov 13, 2023Filed Dec 19, 2023 36d
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Sarasota CNTY FL Cap Rate/Coupon: 5.00% Matures: 10/01/2042Buy$250K–$500KTraded Nov 10, 2023Filed Dec 19, 2023 39d
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Austin TX Pub Impt RFDG Rate/Coupon: 5.00% Matures: 09/01/2040Buy$500K–$1MTraded Nov 9, 2023Filed Dec 19, 2023 40d
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Fairfax CNTY VA WTR Auth Rate/Coupon: 5.00% Matures: 04/01/2041Buy$500K–$1MTraded Nov 8, 2023Filed Dec 19, 2023 41d
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Virginia Comwlth Transn Rate/Coupon: 4.00% Matures: 05/15/2042Buy$100K–$250KTraded Nov 8, 2023Filed Dec 19, 2023 41d
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Hampton Roads VA Transprtn Accountability Commn SR Lien-Ser A Rate/Coupon: 5.00% Matures: 07/01/2050Buy$500K–$1MTraded Nov 7, 2023Filed Dec 19, 2023 42d
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Arlington CNTY VA G/O Rate/Coupon: 4.00% Matures: 06/15/2040Buy$500K–$1MTraded Nov 7, 2023Filed Dec 19, 2023 42d
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Fairfax CNTY VA SWR Rev Rate/Coupon: 4.00% Matures: 07/15/2040Buy$250K–$500KTraded Nov 7, 2023Filed Dec 19, 2023 42d
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District Columbia Go BDS Rate/Coupon: 5.00% Matures: 01/01/2043Buy$250K–$500KTraded Nov 7, 2023Filed Dec 19, 2023 42d
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Washington ST Var Purp Rate/Coupon: 5.00% Matures: 02/01/2039Buy$250K–$500KTraded Nov 7, 2023Filed Dec 19, 2023 42d
No trades match these filters.
Reported holdings
2025 annual report · filed Aug 13, 2026 · values at year end, in the ranges disclosed · changes vs 2024
$101.5M–$348M
sum of 137 disclosed ranges
- Fund 46
- Bond 54
- Real estate 14
- Other 6
- Cash 12
- Private business 5
- SPYSPDR S&P 500 ETFSelf$25M–$50M▲ $5M–$25M
- RSPInvesco S&P 500 Equal Weight ETFSelf$5M–$25MSame band
- STPXXUBS Select Treasury Preferred FundSelf$5M–$25MNew
- VEAVanguard FTSE Developed Markets Index Fund ETF ShaSelf$5M–$25MSame band
- VBVanguard Small-Cap ETFSelf$5M–$25MSame band
- AGGiShares Core U.S. Aggregate Bond ETFSelf$5M–$25MSame band
- GWMIXAMG GW&K Municipal Bond Fund Class ISelf$1M–$5MSame band
- BSCP SBIC I, LPSelf$1M–$5MSame band
- BSCP SBIC II, LPSelf$1M–$5MSame band
- Camber Creek Fund IV, LPSelf$1M–$5M▲ $500K–$1M
- QPColumbia Capital Equity Partners VII (QP), LPSelf$1M–$5M▲ $250K–$500K
- Dyson Capital Series Fund QED 2021Self$1M–$5MSame band
- Edge Principal Investments IV, LPSelf$1M–$5MSame band
- FAIRFAX CNTY VA SWR REV BDS 2021A B/ESelf$1M–$5MSame band
- FTIXXGoldman Sachs Financial Square Treasury Instruments Fund - Institutional SharesSelf$1M–$5MSame band
- HPRE Fund I US FI LPSelf$1M–$5MSame band
- Health Velocity II, LPSelf$1M–$5MSame band
- RSPInvesco S&P 500 Equal Weight ETFSpouse$1M–$5MSame band
- Pathway Co-Investment FundSelf$1M–$5MSame band
- PIMIXPimco Income Fund Insti ClassSelf$1M–$5MSame band
- SPYSPDR S&P 500 ETFSelf$1M–$5M▼ $5M–$25M
- SPYSPDR S&P 500 ETFSpouse$1M–$5MSame band
- Sachs Capital Fund II, LLCSelf$1M–$5M▲ $500K–$1M
- VEPF VI FAF, L.P.Self$1M–$5MSame band
- VWIUXVanguard Intermediate-Term Tax-Exempt Fd AdmiralSelf$1M–$5MSame band
- VIOVVanguard S&P Small-Cap 600 Value ETFSelf$1M–$5MSame band
- Vista Credit Partners Fund III, LPSelf$1M–$5MSame band
- Vista Equity Partners Fund VII, LPSelf$1M–$5MSame band
- iCapital-HPRE Fund Onshore AccessSelf$1M–$5MSame band
- ARLINGTON CNTY VA G/O UNLTD PUB IMPT BDS 2023Self$500K–$1MSame band
- ARLINGTON CNTY VA GO PUB IMPT BDS 2021 G/O UNLTDSelf$500K–$1MSame band
- AUSTIN TX PUB IMPT RFDG BDS 2023 G/O LTD B/ESelf$500K–$1MSame band
- Airwest IX WarehouseSelf$500K–$1MSame band
- Alexandria VA Unltd TaxSelf$500K–$1MSame band
- Bexar CNTY TX Hosp Dist CTFS Oblig LTD TaxSelf$500K–$1MSame band
- Botanic LuxurySelf$500K–$1M▲ $250K–$500K
- CONNECTICUT ST GO BDS 2018 A G/O UNLTDSelf$500K–$1MSame band
- Columbia Capital Equity Partners IV, L.P.Self$500K–$1MSame band
- Columbia Capital Equity Partners VIII-A, LPSelf$500K–$1MNew
- Columbia Capital Opportunities Fund I-A, LPSelf$500K–$1M▲ $250K–$500K
- Dripping Springs TX Indep Schdist Ref Unltd TaxSelf$500K–$1MSame band
- Edge Principal Investments III, LPSelf$500K–$1M▼ $1M–$5M
- FAIRFAX CNTY VA SWR REV RFDG BDS 2021 B B/ESelf$500K–$1MSame band
- FAIRFAX CNTY VA WTR AUTH WTR REV RFDG B/ESelf$500K–$1MSame band
- Hampton Roads VA Transprtn Accountability Commn SR Lien-Ser ASelf$500K–$1MSame band
- Haveli Investments Software Fund I, L.P.Self$500K–$1MNew
- Haveli VC Gaming Fund I, L.P.Self$500K–$1MSame band
- Health Velocity Capital I, LPSelf$500K–$1MSame band
- Investment in Residential PropertiesSelf$500K–$1MSame band
- Investment in Residential PropertiesSelf$500K–$1MSame band
- Investment in Residential PropertiesSelf$500K–$1MSame band
- JPM TR I TAX FREE RESERVE SWEEP FDSelf$500K–$1MNew
- Minority Interest in FCC 601 Petersburg-Colonial Heights-Hopewell VA MSASelf$500K–$1MSame band
- Minority Interest in Topeka, KS RSA Cellular LicenseSelf$500K–$1MSame band
- PALM BCH CNTY FL PUB IMPT REV RFDGSelf$500K–$1MSame band
- PRINCE GEORGES CNTY MD GO CONS PUB IMPT RFDG BDS 2023A G/O LTD B/ESelf$500K–$1MSame band
- Petersburg VA Unltd TaxSelf$500K–$1MSame band
- RICHMOND VA SER C UNLTD TAXSelf$500K–$1MSame band
- Richmond VA Pub Util Rev Ser ASelf$500K–$1M▲ $250K–$500K
- Riverside Acceleration Capital Fund II LPSelf$500K–$1MSame band
- Riverside Acceleration Capital Fund III L.P.Self$500K–$1MNew
- SPOTSYLVANIA CNTY VA WTR & SWR SYS REV BDS 2023Self$500K–$1MSame band
- SPOTSYLVANIA CNTY VA WTR & SWR SYS RevSelf$500K–$1MSame band
- Shenkman Tactical Credit Fund, LPSelf$500K–$1M▼ $1M–$5M
- Univ Of VA VA Univ Revenues Multi YR Cap Proj-Ser BSelf$500K–$1MSame band
- VIRGINIA ST PUB BLDG AUTH PUB FACS REV BDS 2019A B/E NONPREFSelf$500K–$1MSame band
- Williamsburg VA Econ Dev Auth Student HSG Rev William & MarySelf$500K–$1MSame band
- Avasa Grove WestSelf$250K–$500KSame band
- Avasa Hammock LandingSelf$250K–$500KSame band
- Avasa Spring BranchSelf$250K–$500KSame band
- Avasa at 1604Self$250K–$500KSame band
- Cendana District WestSelf$250K–$500KSame band
- City National BankSelf$250K–$500K▲ $100K–$250K
- DISTRICT COLUMBIA GO BDS 2023A G/O UNLTD B/ESelf$250K–$500KSame band
- FAIRFAX CNTY VA SWR REVSelf$250K–$500KSame band
- JPMorgan Chase BankSelf$250K–$500KNew
- MASSACHUSETTS ST TRANSN FD REV RAIL ENHANCEMENT & ACCELERATED BRDG PGSSelf$250K–$500KSame band
- MEMPHIS TN GEN IMPT BDS 2022A G/O UNLTD B/ESelf$250K–$500KSame band
- MINNEAPOLIS & ST PAUL MN MET ARPTS COMMN ARPT REV SR SER CSelf$250K–$500KSame band
- NORFOLK VA GO CAP IMPT BDS 2023A G/O UNLTD B/ESelf$250K–$500K▼ $500K–$1M
- QED Fund VIII, LPSelf$250K–$500K▲ $100K–$250K
- QED Growth Fund II, LPSelf$250K–$500K▲ $100K–$250K
- RICHMOND VA PUB UTIL REV RFDG SER A B/ESelf$250K–$500K▲ $100K–$250K
- ROANOKE VA GO PUB IMPT BDS 2023 G/O UNLTD B/ESelf$250K–$500KSame band
- SARASOTA CNTY FL CAP IMPT REV PARTN BDS 2023BSelf$250K–$500KSame band
- Snap+Style, Inc. (RemoteRetail)Self$250K–$500KSame band
- The Grove at ClermontSelf$250K–$500KSame band
- Trevesta PlaceSelf$250K–$500KSame band
- UNIVERSITY VA UNIV REVS RFDG GEN PLEDGE SER ASelf$250K–$500KSame band
- VIRGINIA COMWLTH TRANSN BRD TRANSN REV BDS 2022Self$250K–$500KSame band
- VIRGINIA PORT AUTH COMWLTH PORT FD REV BDS 2023 A B/ESelf$250K–$500KSame band
- VIRGINIA SMALL BUSINESS FING AUTH HC FAC S REV BDS BON SECOURS MERCYSelf$250K–$500KSame band
- VIRGINIA ST RES AUTH INFRA REV BDS 2023A B/ESelf$250K–$500KSame band
- Virginia Comwlth TransnSelf$250K–$500KSame band
- Virginia Comwlth TransnSelf$250K–$500KSame band
- WASHINGTON ST GO VAR PURP BDS 2020C G/O UNLTDSelf$250K–$500KSame band
- WASHINGTON ST VAR PURP GO BDS 2023B G/O UNLTDSelf$250K–$500KSame band
- ALEXANDRIA VA GO CAP IMPT BDS 2022B G/O UNLTD B/E GUAR VIRGINIA ST AIDSelf$100K–$250KSame band
- ANNE ARUNDEL CNTY MD CONS GEN IMPT BDS 2019 G/O LTD B/ESelf$100K–$250KSame band
- ANNE ARUNDEL CNTY MD CONS GEN IMPT BDS 2019 G/O LTD B/ESelf$100K–$250KSame band
- Elysium Health, Inc.Self$100K–$250KSame band
- FAIRFAX CNTY VA PUB IMPT BDS 2020A G/O UNLTDSelf$100K–$250KSame band
- JPMorgan Chase Bank, NASpouse$100K–$250K▲ $15K–$50K
- Los Angeles CNTY CA MetSelf$100K–$250KSame band
- MASSACHUSETTS ST GO BDS 2018 E G/O UNLTDSelf$100K–$250KSame band
- Metropolitan ST Louis MOSelf$100K–$250KSame band
- SPYSPDR S&P 500 ETF TrustSpouse$100K–$250K▼ $1M–$5M
- Townhomes at Lake ParkSelf$100K–$250K▼ $250K–$500K
- UNIVERSITY OF TEXS REVS FING SYS BDS 2023 A B/ESelf$100K–$250KSame band
- VIRGINIA ST HSG DEV AUTH COMWLTH MTG SER A REVSelf$100K–$250KSame band
- WASHINGTON ST MTR VEH FUEL TAX GO BDS 2019 DSelf$100K–$250KSame band
- WEST VA ST ST RD BDS BID GROUP 2 SER 2019 A G/O UNLTD B/ESelf$100K–$250KSame band
- JPMorgan Chase Bank, NASelf$50K–$100K▲ $15K–$50K
- Murray Bonitt ReceivableSelf$50K–$100KSame band
- Petersburg VA Go BDSSelf$50K–$100KSame band
- Riverstone Global Energy and Power Private Investors V, LLCSelf$50K–$100KSame band
- VIRGINIA ST PUB SCH AUTH SPL OBLIG STAFFORD CNTY FING BDS 2023 G/O UNLTDSelf$50K–$100K▼ $100K–$250K
- VIRGINIA ST RES AUTH INFRA REV BDS 2018CSelf$50K–$100KSame band
- Virginia ST Res AuthSelf$50K–$100KSame band
- Wells Fargo - Cash Reserve Prime Series Money Market FundSelf$50K–$100K▲ Under $1K
- AP Europe VII, LPSelf$15K–$50KSame band
- City National BankSelf$15K–$50K▼ $100K–$250K
- FTIXXGoldman Sachs Financial Square Treasury Instruments Fund - Institutional SharesSelf$15K–$50K▼ $1M–$5M
- Updata Partners III L.P.Self$15K–$50K▼ $50K–$100K
- Wells Fargo Bank, N.A.Self$15K–$50KNew
- Wells Fargo Bank, N.A.Spouse$15K–$50KNew
- Wells Fargo Bank, N.A.Spouse$15K–$50KNew
- Wilton GSE LLCSelf$15K–$50K▼ $100K–$250K
- Apollo EPF Private Investors, LLCSelf$1K–$15KSame band
- Fidelity Brokerage Services LLCSelf$1K–$15KSame band
- JPMorgan Chase Bank, NASelf$1K–$15K▼ $15K–$50K
- 911 King Street Associates LLCSpouseUnder $1K▼ $1K–$15K
- BetterCloudSelfUnder $1K▼ $250K–$500K
- DVRUXUBS US Dividend Ruler Fund Class PSelfUnder $1K▼ $1M–$5M
- QGRPXUBS US Quality Growth At Reasonable Price Fund CSelfUnder $1K▼ $1M–$5M
- West Deptford Energy Holdings, LLCSelfUnder $1K▼ $1K–$15K
- TLHiShares 10-20 Year Treasury Bond ETFSelfUnder $1K▼ $1M–$5M
Not in the 2025 report
Listed in 2024 with a value, gone a year later: sold, or under $1,001.
- Columbia Capital Equity Partners VII, LLC $1M–$5M
- JPMorgan Chase $50K–$100K
- Wells Fargo $15K–$50K
- Wells Fargo $1K–$15K
- Wells Fargo - Inv Cash Trust Treasury Instl $1K–$15K
Source filings
Every report we read for this page · newest first
- Aug 14, 2026 Periodic transaction report 3 trades View original
- Aug 13, 2026 2025 annual report 137 assets View original
- Jan 16, 2026 Periodic transaction report 2 trades View original
- Aug 13, 2025 2024 annual report 148 assets View original
- Nov 12, 2024 Periodic transaction report 1 trade View original
- Sep 16, 2024 Periodic transaction report 1 trade View original
- Aug 19, 2024 Periodic transaction report 1 trade View original
- Aug 13, 2024 2023 annual report 139 assets View original
- Feb 16, 2024 Periodic transaction report 8 trades View original
- Jan 16, 2024 Periodic transaction report 18 trades View original
- Dec 19, 2023 Periodic transaction report 30 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.