Joe Manchin, III
Former Sen. (I-WV)
Also filed as Joe Manchin
Disclosed trades
1
Purchases
1
Sales
0
Stocks traded
1
Likely still held
1
Latest trade
Apr 21, 2017
Latest filing
May 15, 2017
Stocks traded
1 ticker, with the latest disclosed actionLikely current holdings
1 positionPositions 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
94 assets listedAs reported in their 2023 annual disclosure, as amended, filed Oct 30, 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.
Other reported assets (78)
- Huntington Banks (Fairmont, West Virginia) Type: CheckingJoint$100,001 - $250,000
- MVB Bank (Fairmont, West Virginia) Type: Savings Filer comment: Closed account in 2023.SpouseNone (or less than $1,001)
- Huntington Banks (Fairmont, West Virginia) Type: Checking$100,001 - $250,000
- Branch Banking & Trust (Now TRUIST Bank) (Charleston, West Virginia) Type: Checking$50,001 - $100,000
- Joseph Manchin III Qualified Blind Trust$500,001 - $1,000,000
- Fidelity IRASpouse
- DGEIX - DFA Global Equity ISpouse$15,001 - $50,000
- DFGFX - DFA Two-Year Global Fixed-Income I Filer comment: Sold out of fund in 2023.SpouseNone (or less than $1,001)
- DFGBX - DFA Five-Year Global Fixed-Income I Filer comment: Sold out of fund in 2023.SpouseNone (or less than $1,001)
- FDRXX - Fidelity Cash ReservesSpouseNone (or less than $1,001)
- FUMBX - Fidelity Short-Term Treasury Bond Index Fund Filer comment: Sold out of funds in 2023.SpouseNone (or less than $1,001)
- DFXIX - Dfa Diversified Fixed Income Portfolio - InstituSpouse$15,001 - $50,000
Show 66 more
- Fidelity Individual Account
- DFISX - DFA International Small Company I (NASDAQ)$15,001 - $50,000
- DISVX - DFA International Small Cap Value I (NASDAQ)$15,001 - $50,000
- DFALX - DFA Large Cap International I (NASDAQ)$15,001 - $50,000
- FDRXX - Fidelity Cash Reserves$15,001 - $50,000
- DFCEX - DFA Emerging Markets Core Equity I$50,001 - $100,000
- Synchrony Bank CD 1.9% 11/06/2023 (Draper, Utah) Type: Certificate of Deposit Filer comment: CD matured in 2023.None (or less than $1,001)
- Wells Fargo Bank N.A. CD 2.95% 3/27/2024 (San Francisco, California) Type: Certificate of Deposit$50,001 - $100,000
- FUMBX - Fidelity Short-Term Treasury Bond Index Fund Filer comment: Sold out of fund in 2023.None (or less than $1,001)
- DFMPX - Dfa Municipal Bond Portfolio - Institutional Filer comment: Sold out of fund in 2023.None (or less than $1,001)
- United States Treasury Note 2.50% 5/31/2024 Rate/Coupon: None Matures: None$100,001 - $250,000
- Axos Bank 5.10% 3/15/2024 (San Diego, CA) Type: Certificate of Deposit$50,001 - $100,000
- Charles Schwab Ba 5.20% 9/16/2024 (Westlake, Texas) Type: Certificate of Deposit$100,001 - $250,000
- TOMBALL TEX COMBINATION TAX REV CTFS OBLIG 2022 Rate/Coupon: 5.00% Matures: 02/15/2029$50,001 - $100,000
- Fidelity SEP IRA
- DFREX - DFA Real Estate Securities I (NASDAQ) Filer comment: Sold out of fund in 2023.None (or less than $1,001)
- FDRXX - Fidelity Cash Reserves (NASDAQ)$1,001 - $15,000
- Discover Bank 1.9% 06/02/2023 (Greenwood, Delaware) Type: Certificate of Deposit Filer comment: CD matured in 2023.None (or less than $1,001)
- Synchrony Bank CD 1.95% 06/29/2023 (Draper, Utah) Type: Certificate of Deposit Filer comment: CD matured in 2023.None (or less than $1,001)
- DFALX - DFA Large Cap International I$1,001 - $15,000
- Wells Fargo Bank N.A. CD 3.10% 2/13/2024 (San Francisco, California) Type: Certificate of Deposit$50,001 - $100,000
- DFSVX - DFA U.S. Small Cap Value Portfolio Institutional C$1,001 - $15,000
- FUMBX - Fidelity Short-Term Treasury Bond Index Fund Filer comment: Sold out of the fund in 2023.None (or less than $1,001)
- DFXIX - Dfa Diversified Fixed Income Portfolio - Institu Filer comment: Sold out of the fund in 2023.None (or less than $1,001)
- American Express Natl Bk 4.45% 10/20/2025 (Salt Lake City, Utah) Type: Certificate of Deposit$50,001 - $100,000
- Capital One Natl Assn Mclean 4.50% 10/19/2026 (McLean, Virginia) Type: Certificate of Deposit$50,001 - $100,000
- City Natl Bk Los Angeles Calif Ctf Dep 4.50% 1/13/2025 (Los Angeles, California) Type: Certificate of Deposit Filer comment: Purchased in 2023.$50,001 - $100,000
- Univest Natl Bk 4.50% CD FDIC Ins Due 6/21/2028 (Souderton, Pennsylvania) Type: Certificate of Deposit Filer comment: Purchased in 2023.$100,001 - $250,000
- DFGEX - Dfa Global Real Estate Securities Ptf$15,001 - $50,000
- Fidelity Traditional IRA
- DFREX - DFA Real Estate Securities I (NASDAQ) Filer comment: Sold out of fund in 2023.None (or less than $1,001)
- DFSTX - DFA US Small Cap I (NASDAQ)$1,001 - $15,000
- FDRXX - Fidelity Cash Reserves (NASDAQ)$1,001 - $15,000
- Morgan Stanley Private Bank CD 3.55% 11/8/2023 (Purchase, New York) Type: Certificate of Deposit Filer comment: CD matured in 2023.None (or less than $1,001)
- DFSVX - DFA U.S. Small Cap Value Portfolio Institutional C Filer comment: Sold out of fund in 2023.None (or less than $1,001)
- FUMBX - Fidelity Short-Term Treasury Bond Index Fund Filer comment: Sold out of the fund in 2023.None (or less than $1,001)
- DFXIX - Dfa Diversified Fixed Income Portfolio - Institu Filer comment: Sold out of fund in 2023.None (or less than $1,001)
- Discover Bk Greenwood DE 4.60% 10/25/2027 (Greenwood, Delaware) Type: Certificate of Deposit$100,001 - $250,000
- DFISX - Dfa International Small Company Portfolio$1,001 - $15,000
- DFGEX - Dfa Global Real Estate Securities Ptf$15,001 - $50,000
- CIBC BK USA CD 4.65% 6/15/2026 (Chicago, Illinois) Type: Certificate of Deposit Filer comment: Purchased in 2023.$50,001 - $100,000
- MPM Properties Company: MPM Properties (Fairmont, West Virginia) Description: General Partnership that owns a piece of real estate
- Storage building Description: Storage building (Fairmont, WV)$50,001 - $100,000
- Undeveloped land in Fairmont, WV Description: Undeveloped land in Fairmont, WV (Fairmont, West Virginia)$15,001 - $50,000
- Undeveloped land in Glade Springs, WV Description: Undeveloped land in Glade Springs, WV (Glade Springs, West Virginia)$15,001 - $50,000
- Manchin Enterprises Company: Manchin Enterprises (Fairmont, West Virginia) Description: General Partnership that owns a Commercial Rental property
- Real Estate in Fairmont, WV Description: Commercial rental Property (Fairmont, West Virginia)$250,001 - $500,000
- AA Property LLC Company: AA Property LLC (Charleston, West Virginia) Description: Commercial property investment and managementJoint
- A&P, LLC Company: A&P, LLC (Fairmont, West Virginia) Description: Commercial property investment and managementJoint
- Commercial Building in Fairmont, West Virginia Description: Multi-tenant retail and office building (Fairmont, West Virginia)Joint$15,001 - $50,000
- Prudential Life Insurance Whole Life Policy Cash Value Provider: Prudential Life Insurance$15,001 - $50,000
- Prudential Life Insurance Whole Life Policy Cash Value Provider: Prudential Life Insurance$100,001 - $250,000
- MVBF - MVB Financial Corp. (OTC Markets)Spouse$500,001 - $1,000,000
- Farmington Resources, Inc. - Common Stock Company: Farmington Resources, Inc. (Fairmont, WV) Description: Material provider for utility plants$100,001 - $250,000
- Farmington Resources, Inc. - Note Receivable Company: Farmington Resources, Inc. (Fairmont, West Virginia)$50,001 - $100,000
- Enersystems, Inc. Company: Enersystems, Inc. (Fairmont, WV) Description: Contract services and material provider for utility plants$1,000,001 - $5,000,000
- West Virginia Growth Investment LLC Company: West Virginia Growth Investment LLC (Charleston, WV) Description: Investment fund formed to invest in small businesses that operate in and around West Virginia Filer comment: Total investment in West Virginia Growth Investment LLC is $15,001 - $50,000. Underlying assets exceeding $1,000 are reported below.Spouse
- nChannel, Inc. Company: nChannel, Inc. (Columbus, OH) Description: Software company providing cloud-based, multi-channel software for retail companiesSpouseNone (or less than $1,001)
- VCalc LLC Company: VCalc LLC (Frederick, Maryland) Description: Social media productivity company that is building a calculator for the web and mobile devices.SpouseNone (or less than $1,001)
- PECA Labs Inc. Company: PECA Labs Inc. (Pittsburgh, Pennsylvania) Description: A medical device company focused on bringing new solutions to underserved populations.Spouse$1,001 - $15,000
- Figure 8 Surgical Inc. Company: Figure 8 Surgical Inc. (Morgantown, West Virginia) Description: Sternal closure medical device companySpouse$1,001 - $15,000
- PolyPlexx, LLC Company: PolyPlexx, LLC (Charleston, West Virginia) Description: Chemical process patentsSpouseNone (or less than $1,001)
- CereDX Inc. Company: CereDx Inc. (Morgantown, West Virginia) Description: Develops new testing for stroke candidatesSpouse$1,001 - $15,000
- Country Roads Marine, LLC Company: Country Road Marine, LLC (Charleston, West Virginia) Description: Owner of house boatJoint
- House Boat Description : House BoatJoint$100,001 - $250,000
- Flourish FInancial LLC (New York, New York) Type: Brokerage Sweep Account Filer comment: Opened in 2023.Spouse$250,001 - $500,000
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.