THE TAKETrailAI · auto-generated
Fetterman's fundraising profile relies almost entirely on individual donors (99%), with negligible PAC dependence at 1 percent. Industry-tied contributions show distributed support across Lawyers & Lobbyists (17%), Education (12%), Health Services (12%), Technology (11%), and Labor Unions (11%), with employed individual donors concentrated in legal, education, and health sectors. He has 74 recorded votes and 94 stock trades disclosed under the STOCK Act.
Raised · all cycles$77.0M▼ 90% in ’24 vs ’22#4 in party · by cycle ↴
Top sector share17%Lawyers & Lobbyists
Donor-sector votes3on bills touching top donor sectors
FOLLOW THE MONEY
Left: who funds Fetterman (ribbon width = dollars) · right: their votes on bills classified as favoring vs limiting those sectors
“Favors / limits” is an AI classification of each bill's likely effect on the sector — a factual reading of the bill, not a claim about motive. Correlation, not causation. The named bills are in DOES THE MONEY MATCH THE VOTES? below.
DOES THE MONEY MATCH THE VOTES?
How Fetterman voted on bills touching their biggest donor sectors
Each dollar figure is Fetterman's total from that donor sector — shown on each related vote, not a per-vote amount. Correlation between funding and votes, not causation; many factors shape any single vote.
TOP SOURCES
1$1.8M
AISLE 518 STRATEGIES, LLC
corporation
2$1.4M
MIDDLE SEAT CONSULTING
corporation
3$1.2M
AUTHENTIC CAMPAIGNS, INC.
corporation
4$1.0M
AMERICANS FOR PROSPERITY ACTION, INC. (AFP ACTION) DBA CVA ACTION AND DBA LIBRE ACTION
PAC
5$856K
AMERICAN LEADERSHIP ACTION
PAC
ALIGNMENT SIGNALS
LEGISLATION
1 sponsored
COMMITTEES
Agriculture, Nutrition, and Forestry
Commerce, Science, and Transportation
Homeland Security and Governmental Affairs
SIMILAR DONOR NETWORKS
Members funded by the same industries — overlapping donor networks may reflect shared policy interests.
Jeff Merkley
D-OR · Senate
Lawyers & LobbyistsEducationHealth Services
Jamie Raskin
D-MD · House
Lawyers & LobbyistsEducationHealth Services
Everton Blair Jr.
D-GA · House
Lawyers & LobbyistsEducationHealth Services
Ayanna Pressley
D-MA · House
Lawyers & LobbyistsEducationHealth Services
Ted Lieu
D-CA · House
Lawyers & LobbyistsHealth ServicesTechnology
Christopher Murphy
D-CT · Senate
Lawyers & LobbyistsEducationHealth Services
WHERE $77.0M COMES FROM
Itemized individual + PAC contributions, 2021–2026
Individuals
$76.1M 99%
PAC
$897K 1%
Grassroots share54%from sub-$200 small-dollar donors
War chest · cash on hand$2.1Mreported at the end of the last filing period
Burn rate · all cycles109¢spent per $1 of contributions raised
DONOR-SECTOR MOMENTUM
Monthly classified $ per top donor sector · ◆ = their vote on a bill touching that sector · recent months may lag FEC filings
Lawyers & Lobbyists$366KEducation$109KHealth Services$257KTechnology$103K= their vote on a bill touching that sector
✕ NAY
SJRES28-119 — This joint resolution nullifies the final rule issued by the Consumer Financial Protection Bureau (CFPB) titled Defining Larger Participants of a Mark
favors Technology · Mar ’25BY INDUSTRY
Share of classified money · the bar splits who gave it · hover for exact
Lawyers & Lobbyists$4.1M17%
Individuals $4.1M · PACs $19K
Education$2.9M12%
Individuals $2.9M
Health Services$2.9M12%
Individuals $2.8M · PACs $36K
Technology$2.5M11%
Individuals $2.5M · PACs $13K
Labor Unions$2.5M11%
Individuals $101K · PACs $2.4M
Securities & Investment$1.2M5%
Individuals $1.2M · PACs $3K
IndividualsPACs
RECENT ACTIVITY
Most recent recorded contributions
CROW, HARLAN R (TRAMMELL CROW COMPANY)
Individual · Jun 30, 2026
CROW, HARLAN R (TRAMMELL CROW COMPANY)
Individual · Jun 30, 2026
DANKEL, RAYMOND (SELF EMPLOYED)
Individual · Jun 30, 2026
BERGMAN, MARTIN J. (NOT EMPLOYED)
Individual · Jun 30, 2026
KAPLAN, WARREN (NOT EMPLOYED)
Individual · Jun 30, 2026
JACOBSON, VERONA C. (NOT EMPLOYED)
Individual · Jun 30, 2026
HILL, GEORGE R. (NOT EMPLOYED)
Individual · Jun 30, 2026
GROSSMAN, RASHA (NOT EMPLOYED)
Individual · Jun 30, 2026
FATHEDDIN, MARYANN (VIRGINIA CREDIT UNION)
Individual · Jun 30, 2026
CAUTILLI, JOSEPH (SELF EMPLOYED)
Individual · Jun 30, 2026
ABEL, JOHN R. JR (NOT EMPLOYED)
Individual · Jun 30, 2026
TESTONI, LOUIS (NOT EMPLOYED)
Individual · Jun 30, 2026
SULLIVAN, JOHN (HOWMET AEROSPACE)
Individual · Jun 30, 2026
SAYLES, WALI (NOT EMPLOYED)
Individual · Jun 30, 2026
NAHMAN, ALBERT (NOT EMPLOYED)
Individual · Jun 30, 2026
MUMFORD, MADALENA (NOT EMPLOYED)
Individual · Jun 30, 2026
FOUST, JEAN W. (NOT EMPLOYED)
Individual · Jun 30, 2026
BLAIR, SUSAN (NOT EMPLOYED)
Individual · Jun 30, 2026
WELLS, CAMILLE (NOT EMPLOYED)
Individual · Jun 30, 2026
MAYS, JOHN (NOT EMPLOYED)
Individual · Jun 30, 2026
LEGER, PHILIP (NOT EMPLOYED)
Individual · Jun 30, 2026
FISCHER, HERBERT A. (PMA MEDICAL SPECIALISTS)
Individual · Jun 30, 2026
COOK, HEIDI (NOT EMPLOYED)
Individual · Jun 30, 2026
LUCAS, LESLEY (NOT EMPLOYED)
Individual · Jun 30, 2026
SUSSMAN, STEVEN (SELF EMPLOYED)
Individual · Jun 30, 2026
TOP SOURCES
Employers & PACs · excludes aggregators
Individuals · no employer listed$36.0M
1$1.8M
AISLE 518 STRATEGIES, LLC
corporation
2$1.4M
MIDDLE SEAT CONSULTING
corporation
3$1.2M
AUTHENTIC CAMPAIGNS, INC.
corporation
4$1.0M
AMERICANS FOR PROSPERITY ACTION, INC. (AFP ACTION) DBA CVA ACTION AND DBA LIBRE ACTION
PAC
5$856K
AMERICAN LEADERSHIP ACTION
PAC
6$739K
WORKERS VOTE
PAC
7$459K
ONE FOR ALL COMMITTEE
PAC
8$313K
WORKING FAMILIES PARTY PAC
PAC
9$281K
PLANNED PARENTHOOD VOTES
PAC
10$250K
BOB CASEY FOR SENATE, INC.
corporation
WHERE THE MONEY LIVES
Share of itemized contributions by the contributor's state
From PA (home state)33%
PA33%
CA15%
NY10%
MA5%
FL3%
Itemized FEC records only — sub-$200 small-dollar donors are not itemized by law and aren't included.
PARTY LOYALTY
84%
votes with the Democratic caucus · mainstream
✓Yea 33✕Nay 36◦Present 0–Not Voting 5
ATTENDANCE
93.2%
missed 5 of 74 · tick = chamber median (97.8%)
KEY VOTES
Final-passage votes on tracked legislation · most recent first
✓ YEAHR6500-119AGOA Extension Act This bill extends through December 31, 2028, trade preferences that provide duty-free access to the U.S.SignedAug 2026✓ YEAHR5334-119Supporting Early-childhood Educators' Deductions Act of 2025 or the SEED Act of 2025 This bill expands eligibility for the above-the-line federalPassed SenateJul 2026– ABSTAINS4784-119An original bill to authorize appropriations for fiscal year 2027 for military activities of the DepIntroducedJul 2026✓ YEAHR6644-119Housing for the 21st Century Act This bill revises federal housing programs, including by expanding available financing for affordable housing and proSignedJun 2026✕ NAYS2-119Secure America Act This bill provides funding to the Department of Homeland Security (DHS), U.S.SignedJun 2026✕ NAYHJRES140-119This joint resolution nullifies Public Land Order 7917, which withdrew approximately 225,504 acres of National Forest System lands in Cook, Lake, and SignedApr 2026✓ YEAHR7147-119This bill provides FY2026 appropriations for the Department of Homeland Security (DHS).SignedMar 2026✕ NAYHJRES142-119This joint resolution nullifies legislation enacted by the Council of the District of Columbia (DC) on December 20, 2025, titled DC Income and FranchiSignedFeb 2026✓ YEAHR7148-119Consolidated Appropriations Act, 2026 This bill provides FY2026 appropriations to several federal departments and agencies.SignedJan 2026✓ YEAHR6938-119Commerce, Justice, Science; Energy and Water Development; and Interior and Environment Appropriations Act, 2026 This bill provides FY2026 appropriatioSignedJan 2026✓ YEASJRES82-119A joint resolution providing for congressional disapproval under chapter 8 of title 5, United StatesIn CommitteeDec 2025✓ YEAS1071-119This bill requires the Department of Veterans Affairs to disinter the remains of Fernando V.SignedDec 2025✕ NAYHJRES131-119This joint resolution opens public land for oil and gas leasing in the Arctic National Wildlife Refuge.SignedDec 2025– ABSTAINHJRES130-119This joint resolution nullifies the rule submitted by the Bureau of Land Management (BLM) on November 20, 2024, which amended the 2015 resource manageSignedNov 2025✓ YEAHR5371-119Continuing Appropriations and Extensions Act, 2026 This bill provides continuing FY2026 appropriations for federal agencies, provides additional fundiSignedNov 2025✓ YEASJRES80-119This joint resolution nullifies the rule submitted by the Bureau of Land Management (BLM) titled National Petroleum Reserve in Alaska Integrated ActivSignedOct 2025✓ YEAS2882-119Continuing Appropriations and Extensions and Other Matters Act, 2026 This bill provides continuing FY2026 appropriations for federal agencies, permaneIntroducedOct 2025✕ NAYHJRES106-119This joint resolution nullifies the rule submitted by the Bureau of Land Management (BLM) relating to the Record of Decision and Approved Resource ManSignedOct 2025✓ YEASJRES71-119This joint resolution terminates the national emergency relating to energy declared by the President on January 20, 2025, in Executive Order 14156.In CommitteeOct 2025✕ NAYHJRES105-119This joint resolution nullifies the rule submitted by the Bureau of Land Management (BLM) relating to the Record of Decision and Approved Resource ManSignedOct 2025
SPONSORED
1 bill
COSPONSORED
13 total
●
Keeping Military Families Together Act of 2024
●Dustoff Crews of the Vietnam War Congressional Gold Medal Act
●Forgotten Heroes of the Holocaust Congressional Gold Medal Act
●A bill to designate United States Route 20 in the States of Oregon, Idaho, Montana, Wyoming, Nebrask
●Stop Institutional Child Abuse Act
●Shirley Chisholm Congressional Gold Medal Act
●Senator Elizabeth Dole 21st Century Veterans Healthcare and Benefits Improvement Act
●Whole Milk for Healthy Kids Act of 2025
+5 more →
THE OVERLAP
The industries that fund Fetterman's campaign also pay lobbyists to influence the bills Fetterman votes on. This filters all lobbying filings down to those donor sectors.
193,602
overlapping filings
$29.6B
reported spend
8
donor industries
2017–2026
years covered
LOBBYING BY DONOR INDUSTRY
Bar = reported lobbying spend in each sector that also funds Fetterman
Health Services · 102,308 filings$11.1B
Health Services $11.1B · 102,308 filings
Securities & Investment · 42,455 filings$9.5B
Securities & Investment $9.5B · 42,455 filings
Technology · 46,822 filings$7.7B
Technology $7.7B · 46,822 filings
Legal Services · 2,017 filings$1.3B
Legal Services $1.3B · 2,017 filings
SPEND BY YEAR
TOP FIRMS
1$567.2M
CHAMBER OF COMMERCE OF THE U.S.A.
32 filings
2$473.7M
NATIONAL ASSOCIATION OF REALTORS
29 filings
3$221.3M
PHARMACEUTICAL RESEARCH AND MANUFACTURERS OF AMERICA
29 filings
4$198.6M
THE BUSINESS ROUNDTABLE, INC.
32 filings
5$177.4M
AMERICAN MEDICAL ASSOCIATION
33 filings
6$169.1M
AMERICAN HOSPITAL ASSOCIATION
30 filings
7$141.9M
META PLATFORMS, INC. AND VARIOUS SUBSIDIARIES
30 filings
8$136.7M
AMAZON.COM SERVICES LLC
32 filings
ESTIMATED HOLDINGS
~$367K
disclosed range $44K–$689K
$801K
volume traded
94
trades
▲ 63
buys
▼ 31
sells
7
issuers
21
filings
The big figure is the estimated current portfolio; volume traded is how much was bought/sold in the window — different things. Holdings start from his 2025 annual disclosure, rolled forward by trades since · midpoint of a wide disclosed range.
TRADES vs SECTOR VOTES
Their trades in an industry, alongside their votes on bills touching it · last 24 months · timing shown, motive never assumed
buyselltheir vote on a bill touching that industryspouse / joint / child account· dot size = disclosed range · hover anything for the exact trade or vote
✕ NAY
SJRES28-119 — This joint resolution nullifies the final rule issued by the Consumer Financial Protection Bureau (CFPB) titled Defining Larger Participants of a Mark
favors Technology · Mar 5, 2025✓ YEA
S1582-119 — Guiding and Establishing National Innovation for U.S.
favors Commercial Banks · Jun 17, 2025✕ NAY
SJRES13-119 — This joint resolution nullifies the final rule issued by the Department of the Treasury’s Office of the Comptroller of the Currency titled Business Co
limits Commercial Banks · May 7, 2025✕ NAY
SJRES18-119 — This joint resolution nullifies the final rule issued by the Consumer Financial Protection Bureau titled Overdraft Lending: Very Large Financial Insti
favors Commercial Banks · Mar 27, 2025TRADING ACTIVITY
Buys ▲ above the line · sells ▼ below · every bar labeled
⤓ axis clipped so the outlier doesn't flatten every other bar — slashed bars exceed the scale; their labels show the true amount
▲ Buys▼ Sells
HOLDINGS
Disclosed positions, adjusted for trades since the last annual filing
TICKERCOMPANYSECTOREST. VALUE
GOOGAlphabet Cl CCommunication~$24K
AMZNAmazon.com IncDiscretionary~$24K
ERIEErie Indemnity CompanyOther~$24K
MSFTMicrosoft CorporationNEWTechnology~$16K
TAT&T Inc.Communication~$14K
BMCIXBlackrock High Equity Income Fund - InstitutionaOther~$8K
BDHIXBlackrock Dynamic High Income Portfolio - InstitOther~$8K
BHYIXBlackrock High Yield Bond Portfolio - InstitutioOther~$8K
DGROiShares Core Dividend Growth ETFOther~$8K
VYMHigh Dividend Yield Vanguard ETFETF / Fund~$8K
CLOAiShares AAA CLO Active ETFOther~$8K
BINCBlackRock ETF Trust II BlackRock Flexible Income EOther~$8K
BFRIXBlackrock Floating Rate Income Portfolio - InstiOther~$8K
BALIiShares Advantage Large Cap Income ETFOther~$8K
HYGWiShares Trust iShares High Yield Corporate Bond BuOther~$8K
QLTAiShares Aaa A Rated Corporate Bond ETFOther~$8K
BROIXBLACKROCK ADVANTAGE INTERNATIONAL INSTLOther~$8K
IEMGiShares Core MSCI Emerging Markets ETFOther~$8K
+20 more positions
MOST TRADED
By trade count · the number in each segment = buys / sells · $ = summed disclosed range
Erie Indemnity Company (ERIE)2 trades · $2K–$30K
2
Buys ▲ 2Microsoft Corporation (MSFT)2 trades · $2K–$30K
2
Buys ▲ 2Alphabet Inc. (GOOG)2 trades · $2K–$30K
2
Buys ▲ 2Micron Technology, Inc. (MU)1 trades · $1K–$15K
1
Buys ▲ 1Amazon.com, Inc. (AMZN)1 trades · $1K–$15K
1
Buys ▲ 1AT&T Inc. (T)1 trades · $1K–$15K
1
Sells ▼ 1Everything else (1 issuers)1 trades · $1K–$15K
1
Sells ▼ 1BuysSells
SECTOR ALLOCATION
Share of estimated holdings value
~$367Kest. value
Other41%
Technology15%
Communication Services13%
Financials11%
Consumer Discretionary7%
Other13%
TRADE LEDGER
94 trades · amounts are the official disclosed ranges
ISSUERTYPE
—Freeport McMoran Rate/Coupon: 9.5% Matures: 2031-06-01Aug 10, 2026Jul 24, 202617d▼ SellCHILD$1K–$15K
—Hasbro Inc Note Rate/Coupon: 3.55% Matures: 2026-11-19Aug 10, 2026Jul 24, 202617d▼ SellCHILD$1K–$15K
—Venus Tex Independent Sch Dist Rate/Coupon: 5.25% Matures: 2055-08-15Aug 10, 2026Jul 7, 202634d▼ SellCHILD$1K–$15K
—Cheniere Energy Partners L P Note Rate/Coupon: 4.5% Matures: 2029-10-01Jul 9, 2026Jun 24, 202615d▼ SellCHILD$1K–$15K
—EVERSOURCE ENERGY SER A NOTE Rate/Coupon: 6.1% Matures: 2056-08-15Jul 9, 2026Jun 16, 202623d▲ BuyCHILD$1K–$15K
—NISOURCE INC NOTE Rate/Coupon: 6.95% Matures: 2054-11-30Jul 9, 2026Jun 16, 202623d▲ BuyCHILD$1K–$15K
—EXPEDIA GROUP INC NOTE Rate/Coupon: 5.5% Matures: 2036-04-15Jun 12, 2026May 6, 202637d▲ Buy$1K–$15K
—BLACKSTONE SECD LENDING FD NOTE Rate/Coupon: 5.35% Matures: 2038-04-13May 6, 2026Apr 13, 202623d▼ Sell$1K–$15K
—Nationwide Finl Svcs Inc Note Rate/Coupon: 6.75% Matures: 2087-05-15May 6, 2026Apr 10, 202626d▼ Sell$1K–$15K
—ATHENE HOLDING LTD BOND Rate/Coupon: 6.875% Matures: 2055-06-28May 6, 2026Apr 10, 202626d▲ Buy$1K–$15K
ERIEErie Indemnity CompanyApr 3, 2026Mar 30, 20264d▲ Buy$1K–$15K
MSFTMicrosoft CorporationApr 3, 2026Mar 30, 20264d▲ Buy$1K–$15K
MUMicron Technology, Inc.Apr 3, 2026Mar 30, 20264d▲ Buy$1K–$15K
AMZNAmazon.com, Inc.Apr 3, 2026Mar 30, 20264d▲ Buy$1K–$15K
GOOGAlphabet Inc.Apr 3, 2026Mar 30, 20264d▲ Buy$1K–$15K
MSFTMicrosoft CorporationApr 3, 2026Mar 27, 20267d▲ Buy$1K–$15K
ERIEErie Indemnity CompanyApr 3, 2026Mar 27, 20267d▲ Buy$1K–$15K
TAT&T Inc.Apr 3, 2026Mar 27, 20267d▼ Sell$1K–$15K
—Concentrix Corp Note Rate/Coupon: 6.85% Matures: 2033-08-02Apr 3, 2026Mar 11, 202623d▼ Sell$1K–$15K
—PARAMOUNT GLOBAL BOND Rate/Coupon: 6.875% Matures: 04/30/2036Mar 5, 2026Feb 18, 202615d▼ Sell$1K–$15K
—Celanese US Hldgs LLC Note Rate/Coupon: 7.33% Matures: 07/15/2029Mar 5, 2026Feb 4, 202629d▼ Sell$1K–$15K
—V F CORP NOTE CALL MAKE WHOLE Rate/Coupon: 2.95% Matures: 04/23/2030Mar 5, 2026Feb 3, 202630d▼ Sell$1K–$15K
—Steel Dynamics Inc Ser B Note Rate/Coupon: 5.0% Matures: 12/15/2026Jan 6, 2026Dec 22, 202515d▼ Sell$1K–$15K
—GXO LOGISTICS INCORPORATED Rate/Coupon: 6.25% Matures: 05/06/2029Dec 12, 2025Nov 18, 202524d▲ Buy$1K–$15K
—ELEVANCE HEALTH INC NOTE Rate/Coupon: 4.9% Matures: 02/08/2026Oct 7, 2025Sep 19, 202518d▼ Sell$1K–$15K
—ARES CAPITAL CORP NOTE Rate/Coupon: 5.8% Matures: 03/08/2032Oct 7, 2025Sep 9, 202528d▲ Buy$1K–$15K
—ARES CAPITAL CORP NOTE Rate/Coupon: 2.15% Matures: 07/15/2026Oct 7, 2025Sep 4, 202533d▼ Sell$1K–$15K
—VENUS TEX INDPT SCH DIST Rate/Coupon: 5.25% Matures: 08/15/2055Sep 4, 2025Aug 27, 20258d▲ Buy$1K–$15K
—Leidos Inc Note Rate/Coupon: 5.75% Matures: 03/15/2033Sep 4, 2025Aug 26, 20259d▼ Sell$1K–$15K
—Dell Inc Note Rate/Coupon: 6.5% Matures: 04/15/2038Sep 4, 2025Aug 26, 20259d▼ Sell$1K–$15K
—BAKER HUGHES HLDGS LLC Rate/Coupon: 4.486% Matures: 05/01/2030Jul 15, 2025Jun 25, 202520d▲ Buy$1K–$15K
—JPMORGAN CHASE & COMay 15, 2026Jun 17, 2025332d ⚠▲ Buy$1K–$15K
—JPMORGAN CHASE & COJul 15, 2025Jun 17, 202528d▲ Buy$1K–$15K
GOOGAlphabet Inc.Jun 9, 2025May 15, 202525d▲ Buy$1K–$15K
—HASBRO INC NOTE Rate/Coupon: 3.55% Matures: 11/19/2026Jun 9, 2025May 5, 202535d▲ Buy$1K–$15K
—BAKER HUGHES HLDGS LLC Rate/Coupon: 4.486% Matures: 2030-05-01May 15, 2026Apr 24, 2025386d ⚠▲ Buy$1K–$15K
—FIRST CTZNS BANCSHARES INC N C Rate/Coupon: 6.76428% Matures: 2030-03-15May 15, 2026Apr 24, 2025386d ⚠▲ Buy$1K–$15K
—Nokia Corp Note Rate/Coupon: 6.625% Matures: 05/15/2039May 15, 2025Apr 23, 202522d▼ Sell$1K–$15K
—Kinder Morgan Inc Rate/Coupon: 5.55% Matures: 06/01/2045May 15, 2025Apr 22, 202523d▼ Sell$1K–$15K
—Viatris Inc Ser B Note Rate/Coupon: 3.85% Matures: 06/22/2040May 15, 2025Apr 22, 202523d▼ Sell$1K–$15K
—Florida Pwr & Lt Co Bond Rate/Coupon: 3.8% Matures: 12/15/2042May 15, 2025Apr 22, 202523d▼ Sell$1K–$15K
—ARES CAPITAL CORP NOTE Rate/Coupon: 2.15% Matures: 07/15/2026Mar 12, 2025Feb 18, 202522d▲ Buy$1K–$15K
—TRANSCANADA TRUST SER 2016-A Rate/Coupon: 5.875% Matures: 08/15/2076Mar 12, 2025Feb 18, 202522d▲ Buy$1K–$15K
—National Fin Auth N H Fed Lease Rate/Coupon: 3.25% Matures: 04/01/2028Mar 12, 2025Feb 6, 202534d▼ Sell$1K–$15K
—ENSTAR FINANCE LLC NOTE Rate/Coupon: 5.5% Matures: 01/15/2042Feb 7, 2025Jan 29, 20259d▼ Sell$1K–$15K
—BANK NEW YORK MELLON CORP BOND Rate/Coupon: 3.75% Matures: 12/20/2026Feb 7, 2025Jan 13, 202525d▲ Buy$1K–$15K
—CELANESE US HLDGS LLC NOTE Rate/Coupon: 6.33% Matures: 07/15/2029Feb 7, 2025Jan 13, 202525d▲ Buy$1K–$15K
—PARAMOUNT GLOBAL BOND Rate/Coupon: 6.875% Matures: 04/30/2036Feb 7, 2025Jan 13, 202525d▲ Buy$1K–$15K
—ELEVANCE HEALTH INC NOTE Rate/Coupon: 4.9% Matures: 02/08/2026Feb 7, 2025Jan 13, 202525d▲ Buy$1K–$15K
—SEMPRA NOTE Rate/Coupon: 4.125% Matures: 04/01/2052Feb 7, 2025Jan 13, 202525d▲ Buy$1K–$15K
—IKON OFFICE SOLUTIONS INC BOND Rate/Coupon: 6.75% Matures: 12/01/2025Dec 3, 2024Nov 21, 202412d▲ Buy$1K–$15K
—Kyndryl Hldgs Inc Ser B Note Rate/Coupon: 2.7% Matures: 10/15/2028Nov 12, 2024Oct 25, 202418d▼ Sell$1K–$15K
—Kyndryl Hldgs Inc. Ser B Note Rate/Coupon: 4.1% Matures: 10/15/2041Nov 12, 2024Oct 25, 202418d▲ Buy$1K–$15K
—Kyndryl Holdings Inc. Note Rate/Coupon: 6.35% Matures: 02/20/2034Nov 12, 2024Oct 24, 202419d▼ Sell$1K–$15K
—V F Corp Note Call Make Whole Rate/Coupon: 2.95% Matures: 04/23/2030Nov 12, 2024Oct 24, 202419d▲ Buy$1K–$15K
—Yamana Gold Inc Ser B Note Rate/Coupon: 2.63% Matures: 08/15/2031Nov 12, 2024Oct 17, 202426d▼ Sell$1K–$15K
—Autodesk Inc Note Rate/Coupon: 2.4% Matures: 12/15/2031Nov 12, 2024Oct 17, 202426d▼ Sell$1K–$15K
—Enstar Finance LLC Rate/Coupon: 5.5% Matures: 01/15/2042Nov 12, 2024Oct 17, 202426d▲ Buy$1K–$15K
—General Motors Company Note Rate/Coupon: 6.6% Matures: 04/01/2036Nov 12, 2024Oct 17, 202426d▲ Buy$1K–$15K
—Blackstone Secd Lending FD Note Rate/Coupon: 5.35% Matures: 04/13/2028Nov 12, 2024Oct 15, 202428d▲ Buy$1K–$15K
—First Horizon Corporation Note Rate/Coupon: 4.0% Matures: 05/26/2025Nov 12, 2024Oct 15, 202428d▼ Sell$1K–$15K
—CONCENTRIX CORP NOTE Rate/Coupon: 6.85% Matures: 08/02/2033Aug 15, 2024Jul 19, 202427d▲ Buy$1K–$15K
—CONCENTRIX CORP NOTE Rate/Coupon: 6.6% Matures: 08/02/2028Aug 15, 2024Jul 19, 202427d▼ Sell$1K–$15K
—Viatris Inc Ser B Note Rate/Coupon: 3.850% Matures: 6/22/2040Aug 13, 2024Nov 30, 2023257d ⚠▲ Buy$1K–$15K
—Duke Energy Corp New Bond Rate/Coupon: 4.875% Matures: 9/16/2024Aug 13, 2024Nov 27, 2023260d ⚠▼ Sell$1K–$15K
—First Horizon Corporation Note Rate/Coupon: 4.0% Matures: 5/26/2025Aug 13, 2024Nov 20, 2023267d ⚠▲ Buy$1K–$15K
—JPMorgan Chase & Co Bond Rate/Coupon: 4.6% Matures: 2/1/2025Aug 13, 2024Nov 20, 2023267d ⚠▲ Buy$1K–$15K
—Autodesk Inc Note Rate/Coupon: 2.4% Matures: 12/15/2031Aug 13, 2024Nov 20, 2023267d ⚠▲ Buy$1K–$15K
—Wells Fargo & CO Bond Rate/Coupon: 5.9% Matures: 6/15/2024Aug 13, 2024Nov 20, 2023267d ⚠▲ Buy$1K–$15K
—Barclays Bank PLC Index-Linked Rate/Coupon: 0% Matures: 10/29/2027Aug 13, 2024Oct 26, 2023292d ⚠▲ Buy$15K–$50K
—Barclays Bank PLC Index-Linked Rate/Coupon: 0% Matures: 10/29/2027Aug 13, 2024Oct 26, 2023292d ⚠▲ Buy$15K–$50K
—Paramount Global Note Rate/Coupon: 4.95% Matures: 1/15/2031Aug 13, 2024Sep 27, 2023321d ⚠▲ Buy$1K–$15K
—General Electric Co Bond Rate/Coupon: 4.2% Matures: 09/15/2023Aug 13, 2024Sep 15, 2023333d ⚠▼ Sell$1K–$15K
—Concentrix Corp Note Rate/Coupon: 6.6% Matures: 8/2/2028Aug 13, 2024Sep 1, 2023347d ⚠▲ Buy$1K–$15K
—Phillips 66 Partners LP Note Rate/Coupon: 3.15% Matures: 12/15/2029Aug 13, 2024Jun 22, 2023418d ⚠▲ Buy$1K–$15K
—National Fin Auth N H Fed Lease Rate/Coupon: 3.25% Matures: 4/1/2028Aug 13, 2024May 30, 2023441d ⚠▲ Buy$1K–$15K
—Verisign Inc Ser B Note Rate/Coupon: 4.75% Matures: 7/15/2027Aug 13, 2024May 25, 2023446d ⚠▲ Buy$1K–$15K
—Nationwide Finl Svcs Inc Note Rate/Coupon: 6.75% Matures: 5/15/2087Aug 13, 2024May 25, 2023446d ⚠▲ Buy$1K–$15K
—JPMorgan Chase & Co Note Rate/Coupon: 0.563% Matures: 02/16/2025Aug 13, 2024May 25, 2023446d ⚠▲ Buy$1K–$15K
—Bank of America Corp Bond Rate/Coupon: 5.875% Matures: 3/15/2028Aug 13, 2024May 25, 2023446d ⚠▲ Buy$1K–$15K
—General Electric Co Bond Rate/Coupon: 4.2% Matures: 09/15/2023Aug 13, 2024May 11, 2023460d ⚠▲ Buy$1K–$15K
—Cheniere Energy Partners L P Note Rate/Coupon: 4.5% Matures: 10/1/2029Aug 13, 2024May 11, 2023460d ⚠▲ Buy$1K–$15K
—Western Digital Corp Bond Rate/Coupon: 1.5% Matures: 2/1/2024Aug 13, 2024May 10, 2023461d ⚠▲ Buy$1K–$15K
—Dell Inc Note Rate/Coupon: 6.5% Matures: 4/15/2038Aug 13, 2024May 10, 2023461d ⚠▲ Buy$1K–$15K
—Florida Pwr & Lt Co Bond Rate/Coupon: 3.8% Matures: 12/15/2042Aug 13, 2024May 10, 2023461d ⚠▲ Buy$1K–$15K
—Kinder Morgan Inc Del Note Rate/Coupon: 5.5% Matures: 6/1/2045Aug 13, 2024May 10, 2023461d ⚠▲ Buy$1K–$15K
—Ford Mtr Co DEL Note Rate/Coupon: 3.25% Matures: 2/12/2032Aug 13, 2024May 4, 2023467d ⚠▲ Buy$1K–$15K
—Kyndryl Hldgs Inc Ser B Note Rate/Coupon: 2.7% Matures: 10/15/2028Aug 13, 2024May 4, 2023467d ⚠▲ Buy$1K–$15K
—Duke Energy Corp New Bond Rate/Coupon: 4.875% Matures: 9/16/2024Aug 13, 2024May 4, 2023467d ⚠▲ Buy$1K–$15K
—Yamana Gold Inc Ser B Note Rate/Coupon: 2.63% Matures: 8/15/2031Aug 13, 2024May 2, 2023469d ⚠▲ Buy$1K–$15K
—Steel Dynamics Inc Ser B Note Rate/Coupon: 5.0% Matures: 12/15/2026Aug 13, 2024May 2, 2023469d ⚠▲ Buy$1K–$15K
—Celanese US Hldgs LLC Note Rate/Coupon: 6.33% Matures: 7/15/2029Aug 13, 2024May 2, 2023469d ⚠▲ Buy$1K–$15K
—Leidos Inc Note Rate/Coupon: 5.75% Matures: 3/15/2033Aug 13, 2024May 2, 2023469d ⚠▲ Buy$1K–$15K
MROMarathon Oil CorpAug 13, 2024Jan 24, 2023567d ⚠▼ Sell$1K–$15K
HOW WE ESTIMATE THIS
Estimated holdings start from the 2025 annual financial disclosure (each stock listed as a value range), rolled forward by trades disclosed since.
Everything is a range or estimate. The STOCK Act requires only broad dollar brackets (e.g. "$1,001–$15,000"), never exact amounts, share counts, or prices. Figures shown are midpoints.
"Filed after" is the gap between the trade and its disclosure. Over 45 days (⚠) is outside the STOCK Act's filing window.
Source. U.S. House Clerk periodic transaction reports & annual financial disclosures (public record). Not real-time; profit/loss can't be computed from disclosures.