Morgan McGarvey, official portrait

Morgan McGarvey

Rep. (D-KY-3)

Disclosed trades
22
Purchases
9
Sales
13
Stocks traded
12
Likely still held
0
Latest trade
Nov 13, 2024
Latest filing
Dec 11, 2024

Stocks traded

12 tickers, with the latest disclosed action

Reported holdings

115 assets listed

As reported in their 2025 annual disclosure, filed May 14, 2026.

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

SPDWState Street SPDR Portfolio Developed World ex-US ETFSpouse · Chris Results By Design 401K$50,001 - $100,000SPEMState Street SPDR Portfolio Emerging Markets ETFSpouse · Chris Results By Design 401K$15,001 - $50,000SPIBState Street SPDR Portfolio Intermediate Term Corporate Bond ETFSpouse · Chris Results By Design 401K$15,001 - $50,000SPTIState Street SPDR Portfolio Intermediate Term Treasury ETFSpouse · Chris Results By Design 401K$15,001 - $50,000SPYGState Street SPDR Portfolio S&P 500 Growth ETFSpouse · Chris Results By Design 401K$100,001 - $250,000SLYGState Street SPDR S&P 600 Small Cap Growth ETFSpouse · Chris Results By Design 401K$1,001 - $15,000VFLOVictoryShares Free Cash Flow ETFSpouse · Chris Results By Design 401K$100,001 - $250,000SPEMState Street SPDR Portfolio Emerging Markets ETFSpouse · Chris Roth$1,001 - $15,000SPDWState Street SPDR Portfolio Developed World ex-US ETFSpouse · Chris Roth$1,001 - $15,000SPIBState Street SPDR Portfolio Intermediate Term Corporate Bond ETFSpouse · Chris Roth$1,001 - $15,000SPTIState Street SPDR Portfolio Intermediate Term Treasury ETFSpouse · Chris Roth$1,001 - $15,000SPMBState Street SPDR Portfolio Mortgage Backed Bond ETFSpouse · Chris RothNoneSPMDState Street SPDR Portfolio S&P 400 Mid Cap ETFSpouse · Chris RothNoneXLFState Street Financial Select Sector SPDR ETFSpouse · Chris RothNoneXLIState Street Industrial Select Sector SPDR ETFSpouse · Chris RothNoneXLKState Street Technology Select Sector SPDR ETFSpouse · Chris RothNoneSPYGState Street SPDR Portfolio S&P 500 Growth ETFSpouse · Chris Roth$1,001 - $15,000SLYGState Street SPDR S&P 600 Small Cap Growth ETFSpouse · Chris Roth$1,001 - $15,000XLCState Street Communication Services Select Sector SPDR ETFSpouse · Chris RothNoneVFLOVictoryShares Free Cash Flow ETFSpouse · Chris Roth$1,001 - $15,000PFFDGlobal X - U.S. Preferred ETFSpouse · Chris SEPNoneSPEMState Street SPDR Portfolio Emerging Markets ETFSpouse · Chris SEPNoneSPDWState Street SPDR Portfolio Developed World ex-US ETFSpouse · Chris SEPNoneSPIBState Street SPDR Portfolio Intermediate Term Corporate Bond ETFSpouse · Chris SEPNone
Show 48 more listed stocks and funds
SPTIState Street SPDR Portfolio Intermediate Term Treasury ETFSpouse · Chris SEPNoneSPMBState Street SPDR Portfolio Mortgage Backed Bond ETFSpouse · Chris SEPNoneSPMDState Street SPDR Portfolio S&P 400 Mid Cap ETFSpouse · Chris SEPNoneXLFState Street Financial Select Sector SPDR ETFSpouse · Chris SEPNoneXLVState Street Health Care Select Sector SPDR ETFSpouse · Chris SEPNoneXLIState Street Industrial Select Sector SPDR ETFSpouse · Chris SEPNoneXLKState Street Technology Select Sector SPDR ETFSpouse · Chris SEPNoneSPYGState Street SPDR Portfolio S&P 500 Growth ETFSpouse · Chris SEPNoneSLYGState Street SPDR S&P 600 Small Cap Growth ETFSpouse · Chris SEPNoneXLCState Street Communication Services Select Sector SPDR ETFSpouse · Chris SEPNoneVFLOVictoryShares Free Cash Flow ETFSpouse · Chris SEPNonePFFDGlobal X - U.S. Preferred ETFJoint · Joint BrokerageNoneSPEMState Street SPDR Portfolio Emerging Markets ETFJoint · Joint Brokerage$1,001 - $15,000SPDWState Street SPDR Portfolio Developed World ex-US ETFJoint · Joint Brokerage$1,001 - $15,000SPIBState Street SPDR Portfolio Intermediate Term Corporate Bond ETFJoint · Joint Brokerage$1,001 - $15,000SPTIState Street SPDR Portfolio Intermediate Term Treasury ETFJoint · Joint Brokerage$1,001 - $15,000SPMBState Street SPDR Portfolio Mortgage Backed Bond ETFJoint · Joint BrokerageNoneSPMDState Street SPDR Portfolio S&P 400 Mid Cap ETFJoint · Joint BrokerageNoneXLFState Street Financial Select Sector SPDR ETFJoint · Joint BrokerageNoneXLVState Street Health Care Select Sector SPDR ETFJoint · Joint BrokerageNoneXLKState Street Technology Select Sector SPDR ETFJoint · Joint BrokerageNoneSPYGState Street SPDR Portfolio S&P 500 Growth ETFJoint · Joint Brokerage$1,001 - $15,000XLCState Street Communication Services Select Sector SPDR ETFJoint · Joint BrokerageNoneXLIState Street Industrial Select Sector SPDR ETFJoint · Joint BrokerageNoneSLYGState Street SPDR S&P 600 Small Cap Growth ETFJoint · Joint Brokerage$1,001 - $15,000VFLOVictoryShares Free Cash Flow ETFJoint · Joint Brokerage$1,001 - $15,000VOOVVanguard S&P 500 Value ETFJoint · LPL Joint Brokerage$15,001 - $50,000VTVanguard Total World Stock ETFJoint · LPL Joint Brokerage$15,001 - $50,000PFFDGlobal X - U.S. Preferred ETFMorgan RothNoneSPEMState Street SPDR Portfolio Emerging Markets ETFMorgan Roth$1,001 - $15,000SPDWState Street SPDR Portfolio Developed World ex-US ETFMorgan Roth$1,001 - $15,000SPIBState Street SPDR Portfolio Intermediate Term Corporate Bond ETFMorgan Roth$1,001 - $15,000SPTIState Street SPDR Portfolio Intermediate Term Treasury ETFMorgan Roth$1,001 - $15,000SPMBState Street SPDR Portfolio Mortgage Backed Bond ETFMorgan RothNoneSPMDState Street SPDR Portfolio S&P 400 Mid Cap ETFMorgan RothNoneXLFState Street Financial Select Sector SPDR ETFMorgan RothNoneXLVState Street Health Care Select Sector SPDR ETFMorgan RothNoneXLIState Street Industrial Select Sector SPDR ETFMorgan RothNoneXLKState Street Technology Select Sector SPDR ETFMorgan RothNoneSPYGState Street SPDR Portfolio S&P 500 Growth ETFMorgan Roth$15,001 - $50,000SLYGState Street SPDR S&P 600 Small Cap Growth ETFMorgan Roth$1,001 - $15,000XLCState Street Communication Services Select Sector SPDR ETFMorgan RothNoneVFLOVictoryShares Free Cash Flow ETFMorgan Roth$1,001 - $15,000MSFTMicrosoft CorporationDependent child · UTMA - DC1$15,001 - $50,000MSFTMicrosoft CorporationDependent child · UTMA - DC2$15,001 - $50,000MSFTMicrosoft CorporationDependent child · UTMA - DC3$15,001 - $50,000VOOVVanguard S&P 500 Value ETFJoint · Vanguard BrokerageNoneVTVanguard Total World Stock ETFJoint · Vanguard BrokerageNone

Other reported assets (43)

  • Republic Bank CheckingJoint$1,001 - $15,000
  • Republic Bank SavingsJoint$50,001 - $100,000
  • Results By Design LLCSpouse$1,001 - $15,000
  • Series I Savings BondNone
  • Series I Savings BondSpouseNone
  • State of Kentucky Legislators Benefit Plan [DB] Chris IRA ⇒ Chris IRA Cash [IH] Chris IRA ⇒ Global X U.S. Preferred ETF (PFFD) [EF] Chris IRA ⇒ John Hancock Mortgage-Backed Securities ETF (JHMB) [EF] Chris IRA ⇒ SPDR Index Shares Fund SPDR Portfolio Emerging Markets ETF (SPEM) [EF] Chris IRA ⇒ SPDR Portfolio Developed World ex-US ETF (SPDW) [EF] Chris IRA ⇒ SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) [EF] Chris IRA ⇒ SPDR Portfolio Intermediate Term Treasury ETF (SPTI) [EF] Chris IRA ⇒ SPDR Portfolio Mortgage Backed Bond ETF (SPMB) [EF] Chris IRA ⇒ SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) [EF] Chris IRA ⇒ SPDR Select Sector Fund - Financial (XLF) [EF] Chris IRA ⇒ SPDR Select Sector Fund - Health Care (XLV) [EF] Chris IRA ⇒ SPDR Select Sector Fund - Industrial (XLI) [EF] Chris IRA ⇒ SPDR Select Sector Fund - Technology (XLK) [EF] Chris IRA ⇒ SPDR Series Trust SPDR Portfolio S&P 500 Growth ETF (SPYG) [EF] Chris IRA ⇒ State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) [EF] Chris IRA ⇒ The Communication Services Select Sector SPDR Fund (XLC) [EF] Chris IRA ⇒ VictoryShares Free Cash Flow ETF (VFLO) [EF] Chris IRA ⇒ VictoryShares Small Cap Free Cash Flow ETF (SFLO) [EF] Chris IRA ⇒ VictoryShares US Small Cap Volatility Wtd ETF (CSA) [EF] Chris Results By Design 401K ⇒ John Hancock Mortgage-Backed Securities ETF (JHMB)Undetermined None None None None None None None None None None None None None None None None None None None $15,001 - $50,000
  • Chris Results By Design 401K ⇒ JP Morgan U.S. Govt Money Market Premier Cl (OGSXX)Spouse$1,001 - $15,000
  • Chris Results By Design 401K ⇒ VictoryShares Small Cap Free Cash Flow ETF (SFLO)Spouse$15,001 - $50,000
  • Chris Roth ⇒ Chris Roth CashSpouse$1,001 - $15,000
  • Chris Roth ⇒ John Hancock Mortgage-Backed Securities ETF (JHMB)Spouse$1,001 - $15,000
  • Chris Roth ⇒ VictoryShares Small Cap Free Cash Flow ETF (SFLO)Spouse$1,001 - $15,000
  • Chris Roth ⇒ VictoryShares US Small Cap Volatility Wtd ETF (CSA)SpouseNone
Show 31 more
  • Chris SEP ⇒ Chris SEP CashSpouseNone
  • Chris SEP ⇒ John Hancock Mortgage-Backed Securities ETF (JHMB)SpouseNone
  • Chris SEP ⇒ JPMorgan US Government Money Market Fund (OGSXX)SpouseNone
  • Chris SEP ⇒ VictoryShares Small Cap Free Cash Flow ETF (SFLO)SpouseNone
  • Chris SEP ⇒ VictoryShares US Small Cap Volatility Wtd ETF (CSA)SpouseNone
  • Health Savings Account ⇒ HSA Cash AccountSpouse$1,001 - $15,000
  • Health Savings Account ⇒ Vanguard Target Retirement 2030 Fund (VTHRX)Spouse$1,001 - $15,000
  • Heaven Hill Distilleries, Inc 401(K) ⇒ BlackRock High Yield Bond Portfolio - Class A (BHYAX)Spouse$1,001 - $15,000
  • Heaven Hill Distilleries, Inc 401(K) ⇒ Columbia Fds Srs Tr,. Columbia MidCap Index Fund Class A (NTIAX)Spouse$15,001 - $50,000
  • Heaven Hill Distilleries, Inc 401(K) ⇒ Columbia Select Large Cap Value Fund Class A (SLVAX)Spouse$15,001 - $50,000
  • Heaven Hill Distilleries, Inc 401(K) ⇒ Invesco Stable Value Retirement Fund Class 1Spouse$1,001 - $15,000
  • Heaven Hill Distilleries, Inc 401(K) ⇒ iShares S&P 500 Index Fund - Institutional (BSPIX)Spouse$15,001 - $50,000
  • Heaven Hill Distilleries, Inc 401(K) ⇒ MFS International Diversification Fund Class A (MDIDX)Spouse$15,001 - $50,000
  • Heaven Hill Distilleries, Inc 401(K) ⇒ Neuberger Berman Genesis Trust (NBGEX)Spouse$1,001 - $15,000
  • Heaven Hill Distilleries, Inc 401(K) ⇒ PGIM Total Return Bond Fund Class R4 (PDBSX)Spouse$1,001 - $15,000
  • Heaven Hill Distilleries, Inc 401(K) ⇒ PIMCO Income Fund Class A (PONAX)Spouse$1,001 - $15,000
  • Heaven Hill Distilleries, Inc 401(K) ⇒ Undiscovered Managers Behavioral Value Fund - R5 (UBVVX)Spouse$1,001 - $15,000
  • Joint Brokerage ⇒ John Hancock Mortgage-Backed Securities ETF (JHMB)Joint$1,001 - $15,000
  • Joint Brokerage ⇒ Joint Brokerage CashJoint$1,001 - $15,000
  • Joint Brokerage ⇒ VictoryShares Small Cap Free Cash Flow ETF (SFLO)Joint$1,001 - $15,000
  • Joint Brokerage ⇒ VictoryShares US Small Cap Volatility Wtd ETF (CSA)JointNone
  • LPL Joint Brokerage ⇒ Insured Cash AccountJoint$1,001 - $15,000
  • Morgan Results By Design 401K ⇒ Cash$100,001 - $250,000
  • Morgan Roth ⇒ John Hancock Mortgage-Backed Securities ETF (JHMB)$1,001 - $15,000
  • Morgan Roth ⇒ Morgan Roth Cash$1,001 - $15,000
  • Morgan Roth ⇒ VictoryShares Small Cap Free Cash Flow ETF (SFLO)$1,001 - $15,000
  • Morgan Roth ⇒ VictoryShares US Small Cap Volatility Wtd ETF (CSA)None
  • NY 529 Plan - DC1 ⇒ Target Enrollment 2032Dependent child$50,001 - $100,000
  • NY 529 Plan - DC2 ⇒ Target Enrollment 2032Dependent child$50,001 - $100,000
  • Vanguard Brokerage ⇒ Vanguard Money Market Reserves Federal Money Market Fund (VMFXX)JointNone
  • Voya Financial - Morgan & Pottinger PSC 401(k) ⇒ Vanguard Target Retirement 2055 Fund (VFFVX)None

Filing ledger

Newest trade first, as disclosed under the STOCK Act
TradedStockTypeAmountDisclosedFiled afterdays from trade
Nov 13, 2024NVIDIA CorporationNVDASale$1,001 - $15,000Dec 11, 202428 days
Nov 13, 2024Microsoft CorporationMSFTSale$1,001 - $15,000Dec 11, 202428 days
Nov 13, 2024SHELSHELSale$1,001 - $15,000Dec 11, 202428 days
Nov 13, 2024Tesla, Inc.TSLASale$1,001 - $15,000Dec 11, 202428 days
Nov 13, 2024Interactive Brokers Group, Inc.IBKRSale$1,001 - $15,000Dec 11, 202428 days
Nov 13, 2024Amazon.com, Inc.AMZNSale$1,001 - $15,000Dec 11, 202428 days
Nov 13, 2024The Charles Schwab CorporationSCHWSale$1,001 - $15,000Dec 11, 202428 days
Nov 13, 2024The Charles Schwab CorporationSCHWSale (Full)$1,001 - $15,000Dec 10, 202427 days
Nov 8, 2024DWACDWACSale$1,001 - $15,000Dec 11, 202433 days
Nov 8, 2024DJTDJTSale (Full)$1,001 - $15,000Dec 10, 202432 days
Nov 6, 2024DWACDWACPurchase$1,001 - $15,000Dec 11, 202435 days
Nov 6, 2024DJTDJTPurchase$1,001 - $15,000Dec 10, 202434 days
Oct 25, 2024Tesla, Inc.TSLAPurchase$1,001 - $15,000Nov 13, 202419 days
Aug 19, 2024Apple Inc.AAPLSale (Full)$1,001 - $15,000Sep 25, 202437 days
Aug 13, 2024Apple Inc.AAPLPurchase$1,001 - $15,000Sep 25, 202443 days
Jul 23, 2024Delta Air Lines, Inc.DALSale (Full)$1,001 - $15,000Sep 3, 202442 days
Jun 28, 2024Delta Air Lines, Inc.DALPurchase$1,001 - $15,000Jul 3, 20245 days
Jun 6, 2024Interactive Brokers Group, Inc.IBKRPurchase$1,001 - $15,000Jul 3, 202427 days
May 31, 2024NVIDIA CorporationNVDAPurchase$1,001 - $15,000Jul 3, 202433 days
Oct 5, 2023The Charles Schwab CorporationSCHWPurchase$1,001 - $15,000Nov 16, 202342 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.