Benjamin L. Cardin, official portrait

Benjamin L. Cardin

Former Sen. (D-MD)

Also filed as Benjamin Cardin

Disclosed trades
3
Purchases
0
Sales
3
Stocks traded
3
Likely still held
0
Latest trade
Nov 17, 2014
Latest filing
Nov 29, 2014

Stocks traded

3 tickers, with the latest disclosed action

Reported holdings

90 assets listed

As reported in their 2023 annual disclosure, filed May 15, 2024.

The assets and value ranges below are copied from that filing. Amounts are the ranges the form provides, shown as filed and never combined.

Show 9 more listed stocks and funds

Other reported assets (57)

  • LBSAX-Columbia Dividend Income A (NASDAQ)Joint$100,001 - $250,000
  • Congressional Credit Union (Washington, DC) Type: Checking, Savings$1,001 - $15,000
  • Wells Fargo Advisors (Baltimore, Md) Type: Brokerage Sweep AccountJoint$15,001 - $50,000
  • Wells Fargo Advisors (Baltimore, Md) Type: Brokerage Sweep AccountNone (or less than $1,001)
  • LBSAX-Columbia Dividend Income A (NASDAQ)$100,001 - $250,000
  • CVTCX - Calamos Growth & Income C (NASDAQ)$15,001 - $50,000
  • AEGFX-American Funds EuroPacific Gr F1 (NASDAQ)$100,001 - $250,000
  • BGRFX - Baron Growth Retail (NASDAQ)Joint$1,001 - $15,000
  • AFIFX-American Funds Fundamental Invs F1 (NASDAQ)Joint$15,001 - $50,000
  • GFAFX-American Funds Growth Fund of Amer F1 (NASDAQ)Joint$15,001 - $50,000
  • HCAIX-Harbor Capital Appreciation Inv (NASDAQ)Joint$15,001 - $50,000
  • Meyer M. Cardin Trust Filer comment: A trust established by filer's father for the benefit of filer and spouse during their lifetime with remainderman interest to filer's childrenJoint
Show 45 more
  • Baltimore Co., Md. Bond Rate/Coupon: 2.25% Matures: 8/1/29Joint$1,001 - $15,000
  • Wells Fargo Advisors (Baltimore, Md.) Type: Brokerage Sweep AccountJoint$1,001 - $15,000
  • Invesco Global 45 Dividend 2021-4CashJointNone (or less than $1,001)
  • First Trust Select DSIP 1st Q 2022JointNone (or less than $1,001)
  • Invesco Global 45 Dividend Fund 2022-2 cashJointNone (or less than $1,001)
  • Invesco Global 45 Dividend Fund 2022 - 1CJointNone (or less than $1,001)
  • Invesco Global 45 Dividend Fund 2022 - 3CJointNone (or less than $1,001)
  • US Treasury Notes due 11/30/24 CPN 2.125% Rate/Coupon: None Matures: NoneJoint$15,001 - $50,000
  • US Treasury Notes due 1/15/25 CPN 1.25% Rate/Coupon: None Matures: None Filer comment: same US Treasury Note reported in 2022 at 1.125%Joint$15,001 - $50,000
  • US Treasury Notes due 2/15/25 CPN 1.5% Rate/Coupon: None Matures: NoneJoint$15,001 - $50,000
  • Invesco Global 45 Dividend Fund 2023 1 CJoint$50,001 - $100,000
  • Invesco Global 45 Dividend Fund 2023 2 CJoint$15,001 - $50,000
  • Invesco Global 45 Dividend Fund 2023 3 CJoint$15,001 - $50,000
  • Invesco Global 45 Dividend Fund 2023 4 CJoint$15,001 - $50,000
  • First Trust Select DSIP 2nd Q 2023Joint$100,001 - $250,000
  • Minnesota Life Variable Life Ins Filer comment: Values represent cash value. Investments directed by agent.
  • Advantus Bond (AKA Core Bond Fund)$1,001 - $15,000
  • Ivy VIP Int Core$1,001 - $15,000
  • Advantus Index 400 MidCap$1,001 - $15,000
  • Advantus Real Estate Security$1,001 - $15,000
  • Templeton Develpment Market Security$1,001 - $15,000
  • Fidelity VIP Equity-Income (previously IFVEX - G Fidelity VIP Equity-Income Po (NASDAQ))$1,001 - $15,000
  • SFT Delaware Ivy Growth Fund (AKA SFT Ivy Growth Fund)$1,001 - $15,000
  • SFT Ivy Small Growth Fund$1,001 - $15,000
  • Ivy VIP High Income FundNone (or less than $1,001)
  • Invesco Oppenheimer International Growth Fund$1,001 - $15,000
  • Guaranteed Principal Account (Minnesota Life)$1,001 - $15,000
  • USF & G Life Insuance Co. - Cash Value Provider: USF & G Life Insurance Co.$1,001 - $15,000
  • Venture BG, LLC Company: Venture BG, LLC (Baltimore, Md) Description: Real Estate Filer comment: See "Attachments and Comments"; evaluation based on cap rate of rental income less debt; Capital Account negative; income as reflected K1Spouse$100,001 - $250,000
  • Maryland College Investment Plan Institution: College Savings Plans of Maryland
  • Portfolio For Education Today Filer comment: Portfolio 2018 converted to For Education Today 6/11/18$1,001 - $15,000
  • Portfolio For Education Today Filer comment: Portfolio 2021 converted to For Education Today 6/25/21$1,001 - $15,000
  • Maryland College Investment Plan Institution: College Savings Plans of MarylandSpouse
  • Portfolio For Education Today Filer comment: Portfolio 2018 converted to For Education Today 6/11/18Spouse$1,001 - $15,000
  • Portfolio For Education Today Filer comment: Portfolio 2021 converted to For Education Today 6/25/21Spouse$1,001 - $15,000
  • IRA - Wells Fargo Advisors Filer comment: Includes rollover from TIAA - Cref Retirement Plan and Deferred Compensation PlanSpouse
  • Wells Fargo Advisors (Baltimore, Md) Type: Brokerage Sweep AccountSpouse$1,001 - $15,000
  • Israel Bond Rate/Coupon: 4% Matures: 02/01/27Spouse$15,001 - $50,000
  • FRGXX Fidelity Government Portfolio FundSpouseNone (or less than $1,001)
  • IRA - Wells Fargo Advisors
  • PRTNX - PIMCO Real Return A (NASDAQ)$1,001 - $15,000
  • Wells Fargo Advisors (Baltimore, Md) Type: Brokerage Sweep Account$15,001 - $50,000
  • Israel Bond Rate/Coupon: 4% Matures: 02/01/27$15,001 - $50,000
  • Lansdowne Station Self Storage, LLC Company: Lansdowne Station Self Storage, LLC (Baltimore, Md) Description: Real Estate Filer comment: See "Attachments and Comments"; evaluation based on cap rate of rental income less debt; Capital Account negative; Income as reflected on K1Spouse$50,001 - $100,000
  • FRGXX - Fidelity Government Portfolio FundJoint$1,001 - $15,000

Filing ledger

Newest trade first, as disclosed under the STOCK Act
TradedStockTypeAmountDisclosedFiled afterdays from trade
Nov 17, 2014OLNOLNSale (Full)$1,001 - $15,000Nov 29, 201412 days
Nov 17, 2014MetLife, Inc.METSale (Full)$1,001 - $15,000Nov 29, 201412 days
Nov 17, 2014NGGNGGSale (Full)$1,001 - $15,000Nov 29, 201412 days

Amounts are the ranges reported on the public disclosure, not exact values. Members file within 45 days of a trade, so the filing date can trail the trade by weeks.