Bill Hagerty
Sen. (R-TN)
Disclosed trades
32
Purchases
3
Sales
25
Stocks traded
24
Likely still held
2
Latest trade
Jan 2, 2025
Latest filing
Aug 12, 2025
Stocks traded
24 tickers, with the latest disclosed actionLikely current holdings
2 positionsPositions whose disclosed filings show purchases without a later sale that closed them. Filings lag trades by up to 45 days and report ranges, not sizes, so this is an inference from public disclosures, not verified ownership.
Reported holdings
183 assets listedAs reported in their 2024 annual disclosure, filed Aug 11, 2025.
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 43 more listed stocks and funds
Other reported assets (116)
- Rollover IRA
- Charles Schwab (New York, NY) Type: IRA Cash Accounts$15,001 - $50,000
- VUSB - Vanguard Ultra-Short Bond ETF$100,001 - $250,000
- United States Treasury Bill 07/31/2026 Rate/Coupon: None Matures: None$100,001 - $250,000
- SEP IRA
- Charles Schwab (New York, NY) Type: IRA Cash Accounts$1,001 - $15,000
- VUSB - Vanguard Ultra-Short Bond ETF$100,001 - $250,000
- United States Treasury Bill 07/31/2026 Rate/Coupon: None Matures: None$100,001 - $250,000
- Pinnacle Bank (Nashville, TN) Type: Checking$50,001 - $100,000
- William F. Hagerty IV - Morgan Stanley
- Morgan Stanley (Nashville, TN) Type: Brokerage Sweep AccountNone (or less than $1,001)
- IAU - iShares Gold Trust$100,001 - $250,000
Show 104 more
- VIOG - Vanguard S&P Small-Cap 600 Growth Index Fund ETF S$50,001 - $100,000
- UTPXX - Federated Hermes Money Market US Treasury$1,001 - $15,000
- TOIXX - Federated Hermes Treasury Obligation Shares$100,001 - $250,000
- DC 1 Irrevocable TrustDependent child
- Schwab (Chicago, IL) Type: Brokerage Sweep AccountDependent child$1,001 - $15,000
- Liberty Partners, LLC Company: Liberty Partners, LLC (Nashville, TN) Description: LLC for the purpose of holding sports and entertainment interests.Dependent child
- Nashville Soccer Holdings, LLC Company: Nashville Soccer Holdings, LLC (Nashville, TN) Description: Holds sports and entertainment interests. Filer comment: Asset held by Dependent Child 1 through interest in Liberty Partners, LLCDependent child$1,000,001 - $5,000,000
- CareBridge Company: RSV QOZB LTSS, Inc. (Nashville, TN) Description: Healthcare services technology and business. Filer comment: Asset held by Dependent Child 1 through interest in Liberty Partners, LLCDependent childNone (or less than $1,001)
- HC D Hill Partners, LP Company: HC D Hill Partners, LP (Wilmington, DE) Description: Limited Partnership for purpose of acquiring, developing and selling commercial real estate. Filer comment: Alternative disclosure on file with Committee; no authority to direct investment.Dependent child$100,001 - $250,000
- HC 17th and Grand Partners, LP Company: HC 17th and Grand Partners, LP (Wilmington, DE) Description: Limited Partnership for purpose of acquiring, developing and selling commercial real estate. Filer comment: Alternative disclosure on file with Committee; no authority to direct investment.Dependent child$100,001 - $250,000
- SNOXX - Schwab Treasury Obligation Money MarketDependent child$250,001 - $500,000
- DC 2 Irrevocable TrustDependent child
- Charles Schwab (Chicago, IL) Type: Brokerage Sweep AccountDependent child$1,001 - $15,000
- Liberty Partners, LLC Company: Liberty Partners, LLC (Nashville, TN) Description: LLC for the purpose of holding sports and entertainment interests.Dependent child
- Nashville Soccer Holdings, LLC Company: Nashville Soccer Holdings, LLC (Nashville, TN) Description: Holds sports and entertainment interests. Filer comment: Asset held by Dependent Child 2 through interest in Liberty Partners, LLCDependent child$1,000,001 - $5,000,000
- CareBridge Company: RSV QOZB LTSS, Inc. (Nashville, TN) Description: Healthcare services technology and business. Filer comment: Asset held by Dependent Child 2 through interest in Liberty Partners, LLCDependent childNone (or less than $1,001)
- HC D Hill Partners, LP Company: HC D Hill Partners, LP (Wilmington, DE) Description: Limited Partnership for purpose of acquiring, developing and selling commercial real estate. Filer comment: Alternative disclosure on file with CommitteeDependent child$100,001 - $250,000
- HC 17th and Grand Partners, LP Company: HC 17th and Grand Partners, LP (Wilmington, DE) Description: Limited Partnership for purpose of acquiring, developing and selling commercial real estate Filer comment: Alternative disclosure on file with Committee; no authority to direct investment.Dependent child$100,001 - $250,000
- SNOXX - Schwab Treasury Obligation Money MarketDependent child$250,001 - $500,000
- DC 3 Irrevocable TrustDependent child
- Charles Schwab (Chicago, IL) Type: Brokerage Sweep AccountDependent child$1,001 - $15,000
- Liberty Partners, LLC Company: Liberty Partners, LLC (Nashville, TN) Description: LLC for the purpose of holding sports and entertainment interests.Dependent child
- Nashville Soccer Holdings, LLC Company: Nashville Soccer Holdings, LLC (Nashville, TN) Description: Holds sports and entertainment interests. Filer comment: Asset held by Dependent Child 3 through interest in Liberty Partners, LLCDependent child$1,000,001 - $5,000,000
- CareBridge Company: RSV QOZB LTSS, Inc. (Nashville, TN) Description: Healthcare services technology and business. Filer comment: Asset held by Dependent Child 3 through interest in Liberty Partners, LLCDependent childNone (or less than $1,001)
- HC D Hill Partners, LP Company: HC D Hill Partners, LP (Wilmington, DE) Description: Limited Partnership for purpose of acquiring, developing and selling commercial real estate. Filer comment: Alternative disclosure on file with Committee; no authority to direct investment.Dependent child$100,001 - $250,000
- HC 17th and Grand Partners, LP Company: HC 17th and Grand Partners, LP (Wilmington, DE) Description: Limited Partnership for purpose of acquiring, developing and selling commercial real estate. Filer comment: Alternative disclosure on file with Committee; no authority to direct investment.Dependent child$100,001 - $250,000
- SNOXX - Schwab Treasury Obligation Money MarketDependent child$250,001 - $500,000
- DC 4 Irrevocable TrustDependent child
- Charles Schwab (Chicago, IL) Type: Brokerage Sweep AccountDependent child$1,001 - $15,000
- Liberty Partners, LLC Company: Liberty Partners, LLC (Nashville, TN) Description: LLC for the purpose of holding sports and entertainment interests.Dependent child
- Nashville Soccer Holdings, LLC Company: Nashville Soccer Holdings, LLC (Nashville, TN) Description: Holds sports and entertainment interests. Filer comment: Asset held by Dependent Child 4 through interest in Liberty Partners, LLC.Dependent child$1,000,001 - $5,000,000
- CareBridge Company: RSV QOZB LTSS, Inc. (Nashville, TN) Description: Healthcare services technology and business. Filer comment: Asset held by Dependent Child 4 through interest in Liberty Partners, LLC.Dependent childNone (or less than $1,001)
- HC 17th and Grand Partners, LP Company: HC 17th and Grand Partners, LP (Wilmington, DE) Description: Limited Partnership for purpose of acquiring, developing and selling commercial real estate. Filer comment: Alternative disclosure on file with Committee; no authority to direct investment.Dependent child$100,001 - $250,000
- HC D Hill Partners, LP Company: HC D Hill Partners, LP (Wilmington, DE) Description: Limited Partnership for purpose of acquiring, developing and selling commercial real estate. Filer comment: Alternative disclosure on file with Committee; no authority to direct investment.Dependent child$100,001 - $250,000
- SNOXX - Schwab Treasury Obligation Money MarketDependent child$250,001 - $500,000
- Virginia College Savings Plan Institution: College American Fund FBO DC #1,#2,#3,#4Dependent child
- CBAAX - American Funds Moderate Growth and Income PortfoliDependent child$1,001 - $15,000
- CPGAX - American Funds Global Growth Portfolio Class 529-ADependent child$15,001 - $50,000
- CIPAX - American Funds Conservative Growth and Income PoDependent child$100,001 - $250,000
- CPPAX - American Funds Preservation Portfolio Class 529-Dependent child$100,001 - $250,000
- Northwestern Mutual Life Insurance Provider: Northwestern Mutual$500,001 - $1,000,000
- Unum Life Insurance Provider: Unum Life Insurance$50,001 - $100,000
- MainStreet Management Company: MainStreet Management (Nashville, TN) Description: Pass-through account
- Roundstone Ventures, LLC Company: Roundstone Ventures, LLC (Nashville, TN) Description: 5% ownership interest
- NSRGY - Nestle S.A.$100,001 - $250,000
- Charles Schwab (Chicago, IL) Type: Money Market Account$15,001 - $50,000
- Morgan Stanley (Chicago, IL) Type: Money Market Account$15,001 - $50,000
- LFRIX - Lord Abbett Inv TR Lord Abbett Floating Rate Fd$100,001 - $250,000
- Aspen Insurance Hldg LTD 5.95% (AHL.C)$15,001 - $50,000
- EQC - Equity CommonwealthNone (or less than $1,001)
- Goldman Sachs (New York, NY) Type: Money Market Account$15,001 - $50,000
- Capital Partners VI Company: Goldman Sachs (New York, NY) Description: Real Estate Fund$1,001 - $15,000
- Keysight Technologies Bond Rate/Coupon: 4.55% Matures: 10/30/24None (or less than $1,001)
- Contour Venture Partners, LP Company: Contour Venture Partners (Princeton, NJ) Description: Early stage venture capital equity investments$500,001 - $1,000,000
- Contour Venture Partners II, LP Company: Contour Venture Partners (Princeton, NJ) Description: Early stage venture capital equity investments$500,001 - $1,000,000
- Contour Venture Partners III, LP Company: Contour Venture Partners (Princeton, NJ) Description: Early stage venture capital equity investments$250,001 - $500,000
- Contour Venture Partners IV, LP Company: Contour Venture Partners (Princeton, NJ) Description: Early stage venture capital equity investments$100,001 - $250,000
- Contour Opportunity Fund Company: Contour Venture Partners (Princeton, NJ) Description: Early stage venture capital equity investments$250,001 - $500,000
- Contour Opportunity Fund II, LP Company: Contour Venture Partners (Princeton, NJ) Description: Early stage venture capital equity investments$250,001 - $500,000
- Silverpeak Legacy Fund, II LP Company: Silverpeak (New York, NY) Description: An alternative investment management firm with expertise in real estate, energy, real assets, and credit$1,001 - $15,000
- Silverpeak Legacy Fund, III LP Company: Silverpeak (New York, NY) Description: An alternative investment management firm with expertise in real estate, energy, real assets, and credit$1,001 - $15,000
- Distressed Managers IV, LP Company: Goldman Sachs (New York, NY) Description: Venture Equity Capital investments$15,001 - $50,000
- Princeton Fund LLC Class A Series 1 Description : Hedge fund (New York, NY)$500,001 - $1,000,000
- EDIT - Editas Medicine, Inc.None (or less than $1,001)
- GOOG - Alphabet Inc.$15,001 - $50,000
- KOCT - Innovator Russell 2000 Power Buffer ETF$100,001 - $250,000
- POCT - Innovator S&P 500 Power Buffer ETF - October$250,001 - $500,000
- Line of Credit for DC 1 Irrevocable Trust Debtor: DC 1 Irrevocable Trust$500,001 - $1,000,000
- Line of Credit for DC 2 Irrevocable Trust Debtor: DC 2 Irrevocable Trust$500,001 - $1,000,000
- Line of Credit for DC 3 Irrevocable Trust Debtor: DC 3 Irrevocable Trust$500,001 - $1,000,000
- Line of Credit for DC 4 Irrevocable Trust Debtor: DC 4 Irrevocable Trust$1,000,001 - $5,000,000
- QRTEP - Qurate Retail, Inc. - 8.0% Fixed Rate Cumulative R$1,001 - $15,000
- IBDP - iShares iBonds Dec 2024 Term Corporate ETFNone (or less than $1,001)
- HC 17th and Grand Partners, LP Company: HC 17th and Grand Partners, LP (Wilmington, DE) Description: Limited Partnership for purpose of acquiring, developing and selling commercial real estate. Filer comment: Alternative disclosure on file with Committee; no authority to direct investment.$500,001 - $1,000,000
- NSHD MSE Block C Joint Venture, LLC Company: NSHD MSE Block C Joint Venture, LLC (Nashville, TN) Description: LLC interest for the purpose of investing in commercial real estate.
- 445 Park Commons Description: Underlying commercial real estate asset owned by NSHD MSE Block C Joint Venture, LLC in Nashville, TN. (Nashville, TN)$250,001 - $500,000
- United States Treasury Bill 03/21/2024 Rate/Coupon: None Matures: None Filer comment: Zero Coupon, 03/21/2024 MaturityNone (or less than $1,001)
- United States Treasury Bill 09/30/2024 Rate/Coupon: None Matures: None Filer comment: 2.125%, 09/30/2024 MaturityNone (or less than $1,001)
- TOIXX - TOIXX - Federated Hermes Treasury Obligation Shares$500,001 - $1,000,000
- UTPXX - Federated Hermes Money Market US Treasury$100,001 - $250,000
- IQDNX - Infinity Q Diversified Alpha Fund Filer comment: Asset Held by Roundstone Ventures LLC$1,001 - $15,000
- NEWAsurion Company: NEWAsurion (Nashville, TN) Description: Provider of consumer product protection programs$1,000,001 - $5,000,000
- DataCo Solutions Company: DataCo Solutions (Chicago, IL) Description: Data-based analytical marketing services$100,001 - $250,000
- Agent Hero Company: Agent Hero (Arlington, VA) Description: Online realtor company$50,001 - $100,000
- Eakin Partners, LLC Company: Eakin Partners, LLC (Nashville, Tennessee) Description: Local real estate investments in Nashville, TN market
- Burton 6, LLC Description: Office building (Nashville, TN)$15,001 - $50,000
- 4th and Commerce Description: Commercial real estate (Nashville, TN)$50,001 - $100,000
- EP Grassmere, LLC Description: Commercial real estate (Nashville, TN)$50,001 - $100,000
- Pinnacle Bank (Nashville, TN) Type: Checking, SavingsDependent child$1,001 - $15,000
- Pinnacle Bank (Nashville, TN) Type: Checking, SavingsDependent child$1,001 - $15,000
- Pinnacle Bank (Nashville, TN) Type: Checking, SavingsDependent child$1,001 - $15,000
- Pinnacle Bank (Nashville, TN) Type: Checking, SavingsDependent child$1,001 - $15,000
- William F. Hagerty IV - Charles Schwab
- Charles Schwab (New York, NY) Type: Brokerage Sweep Account$15,001 - $50,000
- VFIAX - Vanguard 500 Index Fd Admiral Shs$1,000,001 - $5,000,000
- IBDP - iShares iBonds Dec 2024 Term Corporate ETFNone (or less than $1,001)
- United States Treasury Bill 09/30/2024 Rate/Coupon: None Matures: None Filer comment: 4.25%, 09/30/2024None (or less than $1,001)
- United States Treasury Bill 06/30/2024 Rate/Coupon: None Matures: None Filer comment: 1.75%, Matures 06/30/2024None (or less than $1,001)
- United States Treasury Bill 09/30/2024 Rate/Coupon: None Matures: None Filer comment: 4.25%, Matures 09/30/2024None (or less than $1,001)
- IBDQ - iShares iBonds Dec 2025 Term Corporate ETF$250,001 - $500,000
- United States Treasury Bill 05/15/2027 Rate/Coupon: None Matures: None Filer comment: 2.375% Coupon Matures 05/15/2027$250,001 - $500,000
- United States Treasury Bill 06/30/2025 Rate/Coupon: None Matures: None Filer comment: 2.75% Coupon Matures 06/30/2025$100,001 - $250,000
- United States Treasury Bill 07/31/2026 Rate/Coupon: None Matures: None Filer comment: 4.375% Coupon Matures 07/31/2026$100,001 - $250,000
- Alto Solutions Company: Alto Solutions (Nashville, TN) Description: Online Investment Services$100,001 - $250,000
Filing ledger
Newest trade first, as disclosed under the STOCK ActAmounts 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.