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 actionReported holdings
115 assets listedAs 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.
Show 48 more listed stocks and funds
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 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.