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Mark R. Warner, official portrait

Mark R. Warner

Sen. (D-VA)

Also filed as Mark Warner

Disclosed trades
39
Purchases
18
Sales
21
Stocks traded
32
Likely still held
16
Latest trade
Apr 13, 2026
Latest filing
May 1, 2026

Stocks traded

Most-filed 24 of 32 tickers, with the latest disclosed action
ROADConstruction Partners, Inc.SoldAug 8, 2023AMGNAmgen Inc.SoldApr 7, 2026HYLSFirst Trust Tactical High Yield ETFSoldMar 30, 2026IWDiShares Russell 1000 Value ETFSoldApr 13, 2026IWFiShares Russell 1000 Growth ETFSoldApr 13, 2026ZAYOZAYOSoldFeb 20, 2019AAPLApple Inc.BoughtMar 20, 2026ACNAccenture plcBoughtApr 13, 2026BXBlackstone Inc.BoughtApr 13, 2026CEGConstellation Energy CorporationBoughtApr 13, 2026CHTRCharter Communications, Inc.SoldFeb 19, 2019DBEUDBEUBoughtApr 1, 2026FITBFifth Third BancorpBoughtMar 20, 2026FIXDFirst Trust Smith Opportunistic Fixed Income ETFSoldMar 30, 2026FPEFirst Trust Preferred Securities and Income ETFSoldMar 30, 2026FTCBFirst Trust Core Investment Grade ETFBoughtMar 30, 2026FTSLFirst Trust Senior Loan FundBoughtMar 30, 2026HALOHalozyme Therapeutics, Inc.SoldNov 6, 2017HONHoneywell International Inc.SoldMar 20, 2026HSYThe Hershey CompanyBoughtApr 8, 2026LGOVLGOVBoughtMar 30, 2026LNGCheniere Energy, Inc.SoldMar 20, 2026MSFTMicrosoft CorporationBoughtApr 13, 2026RKTRocket Companies, Inc.BoughtApr 13, 2026

Likely current holdings

16 positions

Positions 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.

ACNFirst bought Apr 13, 20261 filingBXFirst bought Apr 13, 20261 filingCEGFirst bought Apr 13, 20261 filingMSFTFirst bought Apr 13, 20261 filingRKTFirst bought Apr 13, 20261 filingTEAMFirst bought Apr 13, 20261 filingTOSTFirst bought Apr 13, 20261 filingWFCFirst bought Apr 13, 20261 filingHSYFirst bought Apr 8, 20261 filingDBEUFirst bought Apr 1, 20261 filingFTCBFirst bought Mar 30, 20261 filingFTSLFirst bought Mar 30, 20261 filingLGOVFirst bought Mar 30, 20261 filingSCIOFirst bought Mar 30, 20261 filingAAPLFirst bought Mar 20, 20261 filingFITBFirst bought Mar 20, 20261 filing

Reported holdings

173 assets listed

As reported in their 2024 annual disclosure, filed Aug 13, 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.

SPYState Street SPDR S&P 500 ETF$1,000,001 - $5,000,000SPYState Street SPDR S&P 500 ETF$5,000,001 - $25,000,000VWOVanguard FTSE Emerging Markets ETFNone (or less than $1,001)VEAVanguard FTSE Developed Markets ETF$5,000,001 - $25,000,000RSPInvesco S&P 500 Equal Weight ETF$5,000,001 - $25,000,000VIOVVanguard S&P Small-Cap 600 Value ETF$1,000,001 - $5,000,000VBVanguard Morningstar Small-Cap ETF$5,000,001 - $25,000,000TLHiShares 10-20 Year Treasury Bond ETF$1,000,001 - $5,000,000AGGiShares Core U.S. Aggregate Bond ETF$5,000,001 - $25,000,000SPYState Street SPDR S&P 500 ETFSpouse$100,001 - $250,000SPYState Street SPDR S&P 500 ETFSpouse$1,000,001 - $5,000,000RSPInvesco S&P 500 Equal Weight ETFSpouse$1,000,001 - $5,000,000

Other reported assets (161)

  • Wells Fargo IRA
  • Wells Fargo (Washington, DC) Type: IRA Cash Accounts$1,001 - $15,000
  • FTIXX - GS Financial Square Treasury Instruments Fund Filer comment: Money Market Mutual Fund$15,001 - $50,000
  • JPMorgan Chase Bank, NA (New York, NY) Type: Checking, Savings$15,001 - $50,000
  • The MRW Blind Trust
  • COHOX - Coho Relative Value Equity AdvisorNone (or less than $1,001)
  • JPMorgan Chase (New York, NY) Type: Brokerage Sweep Account$50,001 - $100,000
  • AKRIX - Akre Focus InstlNone (or less than $1,001)
  • Wells Fargo - Cash Reserve Prime Series Money Market Fund (Washington, DC) Type: Money Market AccountNone (or less than $1,001)
  • Murray Bonitt Receivable Debtor: Murray Bonitt$50,001 - $100,000
  • Capital Cellular Corporation Description : Private Equity (Alexandria, VA)
  • MSA Investments, LP Description : Private Equity (Alexandria, VA)
Show 149 more
  • Topeka KS, LP Description : Private Equity (Topeka, KS)
  • Minority Interest in Topeka, KS RSA Cellular License Description : Cellular License (Topeka, KS)$500,001 - $1,000,000
  • Petersburg Cellular Partnership Description : Private Equity (Tulsa, OK)
  • Minority Interest in FCC 601 Petersburg-Colonial Heights-Hopewell VA MSA Description : Cellular License (Petersburg, VA)$500,001 - $1,000,000
  • Columbia Capital Equity Partners IV, L.P. Description : Private Equity (Alexandria, VA)$500,001 - $1,000,000
  • Updata Partners III L.P. Description : Private Equity (Reston, VA)$50,001 - $100,000
  • AP Europe VII, LP Description : Private Equity (New York, NY)$15,001 - $50,000
  • WDE Partners, LP Description : Private Equity (New York, NY)
  • West Deptford Energy Holdings, LLC Company: West Deptford Energy Holdings, LLC (New York, NY) Description: Energy Company$1,001 - $15,000
  • JBG/Fund VI Qualified Investors, LLC Description : Real Estate Fund (Chevy Chase, MD) Filer comment: Gifted to Act for Alexandria on 1/1/2024None (or less than $1,001)
  • JBG/Fund VIII Qualified Investors, LLC Description : Real Estate Fund (Chevy Chase, MD) Filer comment: Gifted to Act for Alexandria on 1/1/2024None (or less than $1,001)
  • Echo Bridge Realty Fund I, L.P. Description : Private Equity (Wellesley Hills, MA)
  • Wilton GSE LLC Company: Wilton GSE LLC (Wilton, CT) Description: Real Estate$100,001 - $250,000
  • Edge Principal Investments II, LP Description : Private Equity (New York, NY)None (or less than $1,001)
  • Edge Principal Investments III, LP Description : Private Equity (New York, NY)$500,001 - $1,000,000
  • Riverstone Global Energy and Power Private Investors V, LLC Description : Private Equity (New York, NY)$50,001 - $100,000
  • New Amsterdam BC Investors, LLC Description : Private Equity (Telluride, CO)
  • BetterCloud Description : Cloud Storage Company (New York, NY)$250,001 - $500,000
  • Apollo Total Return Fund (Onshore) LP Description : Hedge Fund (New York, NY)None (or less than $1,001)
  • Sachs Capital Fund II, LLC Description : Private Equity (Potomac, MD)$500,001 - $1,000,000
  • Apollo VII Private Investors LLC Description : Private Equity (New York, NY)None (or less than $1,001)
  • Apollo EPF Private Investors, LLC Description : Private Equity (New York, NY)$1,001 - $15,000
  • Legacy Airwest IX, LLC Description : Investment Company (Arlington, VA)
  • Airwest IX Warehouse Description : Real Estate (Plainfield, IN)$500,001 - $1,000,000
  • Elysium Health, Inc. Company: Elysium Health, Inc. (Delray Beach, FL) Description: Health Industry$100,001 - $250,000
  • Snap+Style, Inc. (RemoteRetail) Company: Snap+Style, Inc. (Washington, DC) Description: Online Fashion Advisory & Shopping Website$250,001 - $500,000
  • GWMIX - AMG GW&K Municipal Bond Fund Class I$1,000,001 - $5,000,000
  • VWSUX - Vanguard Short-Term Tx-Ex AdmNone (or less than $1,001)
  • VEPF VI FAF, L.P. Description : Private Equity (Oakland, CA)$1,000,001 - $5,000,000
  • Fidelity Brokerage Services LLC (Albuquerque, NM) Type: Money Market Account$1,001 - $15,000
  • HPRE Fund I US FI LP Description: Real Estate (London, England)$1,000,001 - $5,000,000
  • euNetworks Group Limited Description : euNetworks Group Limited (London, England)None (or less than $1,001)
  • Health Velocity Capital I, LP Description : Private Equity (San Mateo, CA)$500,001 - $1,000,000
  • Columbia Capital Equity Partners VII, LLC Description : Private Equity (Alexandria, VA)$1,000,001 - $5,000,000
  • Edge Principal Investments IV, LP Description : Private Equity (New York, NY)$1,000,001 - $5,000,000
  • Vista Equity Partners Fund VII, LP Description : Private Equity (Oakland, CA)$1,000,001 - $5,000,000
  • Riverside Acceleration Capital Fund II LP Description : Hedge Fund (New York, NY)$500,001 - $1,000,000
  • SunTx Fulcrum Fund, L.P. Description : Private Equity (Dallas, TX)
  • Innovation Tech Investors, Inc. Description : Security Systems Company (Earth City, MO) Filer comment: Gift transfer in 2024None (or less than $1,001)
  • Trilogy Multifamily Fund IV, L.P. Description : Private Equity (Chicago, IL)
  • Mirada Fund IV, LLC Company: Mirada Fund IV, LLC (Lewis Center, OH) Description: Holding company
  • Investment in Residential Properties Description: Residential Properties (Lewis Center, OH)$250,001 - $500,000
  • MainStreet Fund IV, LLC Company: MainStreet Fund IV, LLC (Ann Arbor, MI) Description: Holding company
  • Investment in Residential Properties Description: Residential Properties (Ann Arbor, MI)$500,001 - $1,000,000
  • NorthStar Fund IV, LLC Company: NorthStar Fund IV, LLC (Ann Arbor, MI) Description: Holding company
  • Investment in Residential Properties Description: Residential Properties (Ann Arbor, MI)$500,001 - $1,000,000
  • BSCP SBIC I, LP Description : Private Credit (Alexandria, VA)$1,000,001 - $5,000,000
  • Vista Credit Partners Fund III, LP Description : Private Credit (Oakland, CA)$1,000,001 - $5,000,000
  • PIREX - Principal Fds Inc. Real Estate Securities Fd INNone (or less than $1,001)
  • Shenkman Tactical Credit Fund, LP Description : Hedge Fund (New York, NY)$1,000,001 - $5,000,000
  • Camber Creek Fund IV, LP Description : Private Equity (Rockville, MD)$500,001 - $1,000,000
  • Dyson Capital Series Fund, LLC Company: Dyson Capital Series Fund, LLC (Alexandria, VA) Description: Holding Company
  • Dyson Capital Series Fund QED 2021 Description : Private Equity (Alexandria, VA)$1,000,001 - $5,000,000
  • Health Velocity II, LP Description : Private Equity (San Mateo, CA)$1,000,001 - $5,000,000
  • Pathway Co-Investment Fund Description : Private Equity (Irvine, CA)$1,000,001 - $5,000,000
  • PIMIX - Pimco Income Fund Insti Class$1,000,001 - $5,000,000
  • iCapital-HPRE Fund Onshore Access Description: Real Estate (London, England)$1,000,001 - $5,000,000
  • SPOTSYLVANIA CNTY VA WTR & SWR SYS Rev Rate/Coupon: 5.0% Matures: 12/01/2047$500,001 - $1,000,000
  • Univ Of VA VA Univ Revenues Multi YR Cap Proj-Ser B Rate/Coupon: 4.0% Matures: 08/01/2048$500,001 - $1,000,000
  • Hampton Roads VA Transprtn Accountability Commn SR Lien-Ser A Rate/Coupon: 5.0% Matures: 07/01/2050$500,001 - $1,000,000
  • Dripping Springs TX Indep Schdist Ref Unltd Tax Rate/Coupon: 5.0% Matures: 02/15/2053$500,001 - $1,000,000
  • Petersburg VA Unltd Tax Rate/Coupon: 4.25% Matures: 09/01/2053$500,001 - $1,000,000
  • Williamsburg VA Econ Dev Auth Student HSG Rev William & Mary Rate/Coupon: 4.375% Matures: 07/01/2063$500,001 - $1,000,000
  • MINNEAPOLIS & ST PAUL MN MET ARPTS COMMN ARPT REV SR SER C Rate/Coupon: 5.0% Matures: 01/01/2034$250,001 - $500,000
  • VIRGINIA ST RES AUTH INFRA REV BDS 2018C Rate/Coupon: 5.0% Matures: 11/01/2034$50,001 - $100,000
  • CONNECTICUT ST GO BDS 2018 A G/O UNLTD Rate/Coupon: 5.0% Matures: 04/15/2038$500,001 - $1,000,000
  • PALM BCH CNTY FL PUB IMPT REV RFDG Rate/Coupon: 5.0% Matures: 05/01/2038$500,001 - $1,000,000
  • ARLINGTON CNTY VA GO PUB IMPT BDS 2021 G/O UNLTD Rate/Coupon: 5.0% Matures: 06/15/2038$500,001 - $1,000,000
  • MASSACHUSETTS ST GO BDS 2018 E G/O UNLTD Rate/Coupon: 5.0% Matures: 09/01/2038$100,001 - $250,000
  • VIRGINIA ST HSG DEV AUTH COMWLTH MTG SER A REV Rate/Coupon: 5.0% Matures: 11/01/2038$100,001 - $250,000
  • WASHINGTON ST VAR PURP GO BDS 2023B G/O UNLTD Rate/Coupon: 5.0% Matures: 02/01/2039$250,001 - $500,000
  • WASHINGTON ST MTR VEH FUEL TAX GO BDS 2019 D Rate/Coupon: 5.0% Matures: 06/01/2039$100,001 - $250,000
  • VIRGINIA ST PUB BLDG AUTH PUB FACS REV BDS 2019A B/E NONPREF Rate/Coupon: 4.0% Matures: 08/01/2039$500,001 - $1,000,000
  • FAIRFAX CNTY VA PUB IMPT BDS 2020A G/O UNLTD Rate/Coupon: 5.0% Matures: 10/01/2039$100,001 - $250,000
  • RICHMOND VA PUB UTIL REV RFDG SER A B/E Rate/Coupon: 4.0% Matures: 01/15/2040$100,001 - $250,000
  • ARLINGTON CNTY VA G/O UNLTD PUB IMPT BDS 2023 Rate/Coupon: 4.0% Matures: 06/15/2040$500,001 - $1,000,000
  • FAIRFAX CNTY VA SWR REV RFDG BDS 2021 B B/E Rate/Coupon: 4.0% Matures: 07/15/2040$500,001 - $1,000,000
  • VIRGINIA ST PUB SCH AUTH SPL OBLIG STAFFORD CNTY FING BDS 2023 G/O UNLTD Rate/Coupon: 5.0% Matures: 08/01/2040$100,001 - $250,000
  • AUSTIN TX PUB IMPT RFDG BDS 2023 G/O LTD B/E Rate/Coupon: 5.0% Matures: 09/01/2040$500,001 - $1,000,000
  • FAIRFAX CNTY VA WTR AUTH WTR REV RFDG B/E Rate/Coupon: 5.0% Matures: 04/01/2041$500,001 - $1,000,000
  • WEST VA ST ST RD BDS BID GROUP 2 SER 2019 A G/O UNLTD B/E Rate/Coupon: 5.0% Matures: 06/01/2041$100,001 - $250,000
  • ANNE ARUNDEL CNTY MD CONS GEN IMPT BDS 2019 G/O LTD B/E Rate/Coupon: 5.0% Matures: 10/01/2041$100,001 - $250,000
  • VIRGINIA SMALL BUSINESS FING AUTH HC FAC S REV BDS BON SECOURS MERCY Rate/Coupon: 5.0% Matures: 10/01/2041$250,001 - $500,000
  • UNIVERSITY VA UNIV REVS RFDG GEN PLEDGE SER A Rate/Coupon: 5.0% Matures: 04/01/2042$250,001 - $500,000
  • VIRGINIA COMWLTH TRANSN BRD TRANSN REV BDS 2022 Rate/Coupon: 4.0% Matures: 05/15/2042$250,001 - $500,000
  • PRINCE GEORGES CNTY MD GO CONS PUB IMPT RFDG BDS 2023A G/O LTD B/E Rate/Coupon: 5.0% Matures: 08/01/2042$500,001 - $1,000,000
  • NORFOLK VA GO CAP IMPT BDS 2023A G/O UNLTD B/E Rate/Coupon: 5.0% Matures: 09/01/2042$500,001 - $1,000,000
  • ANNE ARUNDEL CNTY MD CONS GEN IMPT BDS 2019 G/O LTD B/E Rate/Coupon: 5.0% Matures: 10/01/2042$100,001 - $250,000
  • SARASOTA CNTY FL CAP IMPT REV PARTN BDS 2023B Rate/Coupon: 5.0% Matures: 10/01/2042$250,001 - $500,000
  • ALEXANDRIA VA GO CAP IMPT BDS 2022B G/O UNLTD B/E GUAR VIRGINIA ST AID Rate/Coupon: 4.0% Matures: 12/15/2042$100,001 - $250,000
  • DISTRICT COLUMBIA GO BDS 2023A G/O UNLTD B/E Rate/Coupon: 5.0% Matures: 01/01/2043$250,001 - $500,000
  • VIRGINIA PORT AUTH COMWLTH PORT FD REV BDS 2023 A B/E Rate/Coupon: 5.0% Matures: 07/01/2043$250,001 - $500,000
  • UNIVERSITY OF TEXS REVS FING SYS BDS 2023 A B/E Rate/Coupon: 5.0% Matures: 08/15/2043$100,001 - $250,000
  • ROANOKE VA GO PUB IMPT BDS 2023 G/O UNLTD B/E Rate/Coupon: 4.0% Matures: 10/01/2043$250,001 - $500,000
  • VIRGINIA ST RES AUTH INFRA REV BDS 2023A B/E Rate/Coupon: 4.0% Matures: 11/01/2043$250,001 - $500,000
  • FAIRFAX CNTY VA SWR REV Rate/Coupon: 5.0% Matures: 07/15/2044$250,001 - $500,000
  • MEMPHIS TN GEN IMPT BDS 2022A G/O UNLTD B/E Rate/Coupon: 5.0% Matures: 10/01/2044$250,001 - $500,000
  • WASHINGTON ST GO VAR PURP BDS 2020C G/O UNLTD Rate/Coupon: 5.0% Matures: 02/01/2045$250,001 - $500,000
  • SPOTSYLVANIA CNTY VA WTR & SWR SYS REV BDS 2023 Rate/Coupon: 5.0% Matures: 12/01/2045$500,001 - $1,000,000
  • MASSACHUSETTS ST TRANSN FD REV RAIL ENHANCEMENT & ACCELERATED BRDG PGS Rate/Coupon: 4.0% Matures: 06/01/2046$250,001 - $500,000
  • FAIRFAX CNTY VA SWR REV BDS 2021A B/E Rate/Coupon: 5.0% Matures: 07/15/2046$1,000,001 - $5,000,000
  • VWIUX - Vanguard Intermediate-Term Tax-Exempt Fd Admiral$1,000,001 - $5,000,000
  • FTIXX - GS Financial Square Treasury Instruments Fund$1,000,001 - $5,000,000
  • Columbia Capital Opportunities Fund I-A, LP Description : Private Equity (Alexandria, VA)$250,001 - $500,000
  • Columbia Capital Equity Partners VIII (QP), LP Description : Private Equity (Alexandria, VA)$250,001 - $500,000
  • Venterra 2023 BG Portfolio LP Description : Real Estate Investment (Richmond Hill, CA)
  • Avasa Spring Branch Description: Residential Properties (Houston, TX)$250,001 - $500,000
  • Avasa Grove West Description: Residential Properties (Tampa, FL)$250,001 - $500,000
  • The Grove at Clermont Description: Residential Properties (Clermont, FL)$250,001 - $500,000
  • Haveli VC Gaming Fund I, L.P. Description : Private Equity (Austin, TX)$500,001 - $1,000,000
  • Alexandria VA Unltd Tax Rate/Coupon: 4.0% Matures: 12/15/2044$500,001 - $1,000,000
  • Richmond VA Pub Util Rev Ser A Rate/Coupon: 4.0% Matures: 01/15/2050$250,001 - $500,000
  • Bexar CNTY TX Hosp Dist CTFS Oblig LTD Tax Rate/Coupon: 4.25% Matures: 02/15/2052$500,001 - $1,000,000
  • RICHMOND VA SER C UNLTD TAX Rate/Coupon: 4.0% Matures: 03/01/2057$500,001 - $1,000,000
  • Metropolitan ST Louis MO Rate/Coupon: 5.0% Matures: 05/01/2036$100,001 - $250,000
  • Virginia ST Res Auth Rate/Coupon: 5.0% Matures: 11/01/2036$50,001 - $100,000
  • Virginia Comwlth Transn Rate/Coupon: 4.0% Matures: 05/15/2038$250,001 - $500,000
  • Los Angeles CNTY CA Met Rate/Coupon: 5.0% Matures: 07/01/2042$100,001 - $250,000
  • Virginia Comwlth Transn Rate/Coupon: 4.0% Matures: 05/15/2047$250,001 - $500,000
  • Petersburg VA Go BDS Rate/Coupon: 4.25% Matures: 09/01/2048$50,001 - $100,000
  • BSCP SBIC II, LP Description : Private Credit (Alexandria, VA)$1,000,001 - $5,000,000
  • QED Fund VIII, LP Description : Private Equity (Alexandria, VA)$100,001 - $250,000
  • QED Growth Fund II, LP Description : Private Equity (Alexandria, VA)$100,001 - $250,000
  • Venterra 2023 HC PORTFOLIO LP Description : Real Estate Investment (Richmond Hill, CA)
  • Avasa at 1604 Description: Residential Properties (San Antonio, TX)$250,001 - $500,000
  • Avasa Hammock Landing Description: Residential Properties (Space Coast, FL)$250,001 - $500,000
  • Cendana District West Description: Residential Properties (Houston, TX)$250,001 - $500,000
  • Venterra 2024 TOWNHOMES LP Description : Real Estate Investment (Richmond Hills, CA)
  • Botanic Luxury Description: Residential Properties (Savannah, GA)$250,001 - $500,000
  • Townhomes at Lake Park Description: Residential Properties (Houston, TX)$250,001 - $500,000
  • Trevesta Place Description: Residential Properties (Sarasota, FL)$250,001 - $500,000
  • UBS Brokerage Account
  • SPPXX - UBS Select Prime Preferred FundNone (or less than $1,001)
  • DVRUX - UBS US Dividend Ruler Fund Class P$1,000,001 - $5,000,000
  • QGRPX - UBS US Quality Growth At Reasonable Price Fund C$1,000,001 - $5,000,000
  • JPMorgan Chase Bank, NA (New York, NY) Type: CheckingSpouse$15,001 - $50,000
  • Wells Fargo IRASpouse
  • Wells Fargo (Washington, DC) Type: IRA Cash AccountsSpouse$15,001 - $50,000
  • The LDC Blind TrustSpouse
  • Wells Fargo - Inv Cash Trust Treasury Instl (Washington, DC) Type: Money Market AccountSpouse$1,001 - $15,000
  • AKRIX - Akre Focus InstlSpouseNone (or less than $1,001)
  • 911 King Street Associates LLC Company: 911 King Street Associates LLC (Alexandria, VA) Description: Management CompanySpouse$1,001 - $15,000
  • MRW Home, LLC Company: MRW Home, LLC (Alexandria, VA) Description: Disregarded Entity
  • JPMorgan Chase Bank, NA (New York, NY) Type: Checking$1,001 - $15,000
  • MRW Office, LLC Company: MRW Office, LLC (Alexandria, VA) Description: Disregarded Entity
  • JPMorgan Chase Bank, NA (New York, NY) Type: CheckingNone (or less than $1,001)
  • Cleveland Ave, LLC Company: Cleveland Ave, LLC (Alexandria, VA) Description: Disregarded Entity
  • City National Bank (Atlanta, GA) Type: Checking$15,001 - $50,000
  • City National Bank (Atlanta, GA) Type: Checking$100,001 - $250,000

Filing ledger

Newest trade first, as disclosed under the STOCK Act
TradedStockTypeAmountDisclosedFiled afterdays from trade
Apr 13, 2026Vanguard Morningstar Growth ETFVUGSale$1,001 - $15,000May 1, 202618 days
Apr 13, 2026Rocket Companies, Inc.RKTPurchase$1,001 - $15,000May 1, 202618 days
Apr 13, 2026Constellation Energy CorporationCEGPurchase$1,001 - $15,000May 1, 202618 days
Apr 13, 2026iShares Russell 1000 Value ETFIWDSale$1,001 - $15,000May 1, 202618 days
Apr 13, 2026Atlassian CorporationTEAMPurchase$1,001 - $15,000May 1, 202618 days
Apr 13, 2026iShares Russell 1000 Growth ETFIWFSale$1,001 - $15,000May 1, 202618 days
Apr 13, 2026Accenture plcACNPurchase$1,001 - $15,000May 1, 202618 days
Apr 13, 2026Microsoft CorporationMSFTPurchase$1,001 - $15,000May 1, 202618 days
Apr 13, 2026Wells Fargo & CompanyWFCPurchase$1,001 - $15,000May 1, 202618 days
Apr 13, 2026Blackstone Inc.BXPurchase$1,001 - $15,000May 1, 202618 days
Apr 13, 2026Toast, Inc.TOSTPurchase$1,001 - $15,000May 1, 202618 days
Apr 8, 2026iShares Russell 1000 Growth ETFIWFPurchase$1,001 - $15,000May 1, 202623 days
Apr 8, 2026The Hershey CompanyHSYPurchase$1,001 - $15,000May 1, 202623 days
Apr 7, 2026Amgen Inc.AMGNSale$1,001 - $15,000May 1, 202624 days
Apr 6, 2026Amgen Inc.AMGNSale$1,001 - $15,000May 1, 202625 days
Apr 1, 2026DBEUDBEUPurchase$1,001 - $15,000May 1, 202630 days
Apr 1, 2026Vanguard FTSE Europe ETFVGKSale$1,001 - $15,000May 1, 202630 days
Mar 30, 2026First Trust Smith Opportunistic Fixed Income ETFFIXDSale$1,001 - $15,000May 1, 202632 days
Mar 30, 2026First Trust Preferred Securities and Income ETFFPESale$1,001 - $15,000May 1, 202632 days
Mar 30, 2026First Trust Senior Loan FundFTSLPurchase$1,001 - $15,000May 1, 202632 days

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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.