Congressional stock trades · Member
Donald S. Beyer, Jr.
Representative · VA-8 · Democrat
823 published transactions from periodic transaction reports since 2020, shown as filed. Amounts are the ranges on the form. Each row links to its filing. Holdings from 10 annual reports are below.
Current committees: House Committee on Ways and Means; Joint Economic Committee.
| Disclosed | Traded | Days | Owner | Asset | Type | Amount range (as filed) | Source |
|---|---|---|---|---|---|---|---|
| 2021-09-02 | 2021-08-18 | 15 | Joint | BLF FedFund TDDXX | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-02 | 2021-08-18 | 15 | Joint | TDOCTeladoc Health, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-09-02 | 2021-08-06 | 27 | Joint | DAIUFDaifuku Co Ltd Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2021-09-02 | 2021-08-06 | 27 | Joint | BLF FedFund TDDXX | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-02 | 2021-08-05 | 28 | Joint | BLF FedFund TDDXX | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-02 | 2021-08-05 | 28 | Joint | CDNSCadence Design Systems, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-02 | 2021-08-05 | 28 | Joint | TJXTJX Companies, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-09-02 | 2021-08-05 | 28 | Joint | IAUIShares gold Trust Shares of the IShares gold Trust | Sale | $1,001 - $15,000 | Clerk → |
| 2021-09-02 | 2021-08-03 | 30 | Joint | BLF FedFund TDDXX | Sale | $1,001 - $15,000 | Clerk → |
| 2021-09-02 | 2021-08-02 | 31 | Joint | BLF FedFund TDDXX | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-07 | 2021-07-21 | 17 | Joint | NTLAIntellia Therapeutics, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-08-07 | 2021-07-21 | 17 | Joint | Roanoke Cnty VA Economic 3.25% 10/15/31 | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-08-07 | 2021-07-21 | 17 | Joint | BLF FedFund TDDXX | Sale | $1,001 - $15,000 | Clerk → |
| 2021-08-07 | 2021-07-21 | 17 | Joint | REGNRegeneron Pharmaceuticals, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-07 | 2021-07-21 | 17 | Joint | NEENextEra Energy, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2021-08-07 | 2021-07-15 | 23 | Joint | BLF FedFund TDDXX | Sale | $1,001 - $15,000 | Clerk → |
| 2021-08-07 | 2021-07-15 | 23 | Joint | VGP N.V. NPV common | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-07 | 2021-07-07 | 31 | Joint | BLF FedFund TDDXX | Sale | $1,001 - $15,000 | Clerk → |
| 2021-08-07 | 2021-07-02 | 36 | Joint | BLF FedFund TDDXX | Sale | $1,001 - $15,000 | Clerk → |
| 2021-07-04 | 2021-06-24 | 10 | Joint | GOOGAlphabet Inc. - Class C Capital Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-04 | 2021-06-24 | 10 | Joint | BLF FedFund TDDXX | Sale | $1,001 - $15,000 | Clerk → |
| 2021-07-04 | 2021-06-21 | 13 | Joint | FNVFranco-Nevada Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-04 | 2021-06-21 | 13 | Joint | TDOCTeladoc Health, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-07-04 | 2021-06-18 | 16 | Joint | BLF FedFund TDDXX | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-04 | 2021-06-18 | 16 | Joint | DAIUFDaifuku Co Ltd Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2021-07-04 | 2021-06-18 | 16 | Joint | BRK.BBerkshire Hathaway Inc. New | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-04 | 2021-06-18 | 16 | Joint | AAPLApple Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-07-04 | 2021-06-17 | 17 | Joint | REGNRegeneron Pharmaceuticals, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-04 | 2021-06-17 | 17 | Joint | NEENextEra Energy, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-07-04 | 2021-06-17 | 17 | Joint | BLF FedFund TDDXX | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-04 | 2021-06-17 | 17 | Joint | ASMLASML Holding N.V. - New York Registry Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-04 | 2021-06-17 | 17 | Joint | ECLEcolab Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-07-04 | 2021-06-08 | 26 | Joint | NEENextEra Energy, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-04 | 2021-06-08 | 26 | Joint | BLF FedFund TDDXX | Sale | $1,001 - $15,000 | Clerk → |
| 2021-07-04 | 2021-06-08 | 26 | Joint | BLF FedFund TDDXX | Sale | $1,001 - $15,000 | Clerk → |
| 2021-07-04 | 2021-06-07 | 27 | Joint | BRK.BBerkshire Hathaway Inc. New | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-04 | 2021-06-03 | 31 | Joint | BLF FedFund TDDXX | Sale | $15,001 - $50,000 | Clerk → |
| 2021-07-04 | 2021-06-02 | 32 | Joint | BLF FedFund TDDXX | Sale | $1,001 - $15,000 | Clerk → |
| 2021-07-04 | 2021-06-01 | 33 | Joint | BLF FedFund TDDXX | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-06-07 | 2021-05-25 | 13 | Joint | VGP N.V. NPV Common | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-06-07 | 2021-05-25 | 13 | Joint | BLF FedFund TDDXX | Sale | $1,001 - $15,000 | Clerk → |
| 2021-06-07 | 2021-05-17 | 21 | Joint | LSEGYLondon Stock Exchange Group plc Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2021-06-07 | 2021-05-17 | 21 | Joint | BLF FedFund TDDXX | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-06-07 | 2021-05-13 | 25 | Joint | BLF FedFund TDDXX | Sale | $15,001 - $50,000 | Clerk → |
| 2021-06-07 | 2021-05-13 | 25 | Joint | MSMorgan Stanley | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-06-07 | 2021-05-11 | 27 | Joint | BLF FedFund TDDXX | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-06-07 | 2021-05-11 | 27 | Joint | FIVERR Intl Ltd Ord | Sale | $1,001 - $15,000 | Clerk → |
| 2021-06-07 | 2021-05-07 | 31 | Joint | TDOCTeladoc Health, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-06-07 | 2021-05-07 | 31 | Joint | BLF FedFund TDDXX | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-06-07 | 2021-05-06 | 32 | Joint | NDAQNasdaq, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-06-07 | 2021-05-06 | 32 | Joint | BLF FedFund TDDXX | Sale | $1,001 - $15,000 | Clerk → |
| 2021-06-07 | 2021-05-06 | 32 | Joint | ILMNIllumina, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-06-07 | 2021-05-06 | 32 | Joint | FNVFranco-Nevada Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-06-07 | 2021-05-04 | 34 | Joint | BLF FedFund TDDXX | Sale | $1,001 - $15,000 | Clerk → |
| 2021-06-07 | 2021-05-04 | 34 | Joint | BLF FedFund TDDXX | Sale | $1,001 - $15,000 | Clerk → |
| 2021-05-01 | 2021-04-29 | 2 | Joint | NDAQNasdaq, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-05-01 | 2021-04-29 | 2 | Joint | BLF FedFund TDDXX | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-05-01 | 2021-04-29 | 2 | Joint | Splunk Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-05-01 | 2021-04-14 | 17 | Joint | Roche Holdings Ag Basel Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2021-05-01 | 2021-04-14 | 17 | Joint | BLF FedFund TDDXX | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-05-01 | 2021-04-14 | 17 | Joint | EDITEditas Medicine, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-05-01 | 2021-04-13 | 18 | Joint | California St GO BDS 4.25% 04/01/35 | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-05-01 | 2021-04-13 | 18 | Joint | BLF FedFund TDDXX | Sale | $15,001 - $50,000 | Clerk → |
| 2021-05-01 | 2021-04-05 | 26 | Joint | BLF FedFund TDDXX | Sale | $1,001 - $15,000 | Clerk → |
| 2021-05-01 | 2021-04-01 | 30 | Joint | BLF FedFund TDDXX | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-01 | 2021-03-18 | 14 | Joint | BLF FedFund TDDXX | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-01 | 2021-03-18 | 14 | Joint | MSCIMSCI Inc | Sale | $1,001 - $15,000 | Clerk → |
| 2021-04-01 | 2021-03-18 | 14 | Joint | AMZNAmazon.com, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-04-01 | 2021-03-18 | 14 | Joint | COSTCostco Wholesale Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2021-04-01 | 2021-03-18 | 14 | Joint | GSGoldman Sachs group, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-01 | 2021-03-18 | 14 | Joint | KAIKadant Inc | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-01 | 2021-03-18 | 14 | Joint | JPMJP Morgan Chase & Co. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-01 | 2021-03-15 | 17 | Joint | SLBSchlumberger N.V. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-04-01 | 2021-03-15 | 17 | Joint | Royal Dutch Shell PLC Royal Dutch Shell American Depositary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2021-04-01 | 2021-03-15 | 17 | Joint | BLF FedFund TDDXX | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-01 | 2021-03-11 | 21 | Joint | GSGoldman Sachs group, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-01 | 2021-03-11 | 21 | Joint | JPMJP Morgan Chase & Co. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-01 | 2021-03-11 | 21 | Joint | IAUIshares gold Trust | Sale | $1,001 - $15,000 | Clerk → |
| 2021-04-01 | 2021-03-11 | 21 | Joint | KAIKadant Inc | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-01 | 2021-03-11 | 21 | Joint | TJXTJX Companies, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-04-01 | 2021-03-11 | 21 | Joint | BLF FedFund TDDXX | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-01 | 2021-03-11 | 21 | Joint | ROPRoper Technologies, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-04-01 | 2021-03-03 | 29 | Joint | Splunk Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-04-01 | 2021-03-03 | 29 | Joint | BLF FedFund TDDXX | Sale | $1,001 - $15,000 | Clerk → |
| 2021-04-01 | 2021-03-03 | 29 | Joint | CDNSCadence Design Systems, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-01 | 2021-03-02 | 30 | Joint | EDITEditas Medicine, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-04-01 | 2021-03-02 | 30 | Joint | Royal Dutch Shell PLC Royal Dutch Shell American Depositary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-01 | 2021-03-01 | 31 | Joint | Maryland St Community | Sale | $15,001 - $50,000 | Clerk → |
| 2021-04-01 | 2021-03-01 | 31 | Joint | BLF FedFund TDDXX | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-04-01 | 2021-03-01 | 31 | Joint | VZVerizon Communications Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-04-01 | 2021-03-01 | 31 | Joint | JPMJP Morgan Chase & Co. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-01 | 2021-03-01 | 31 | Joint | SLBSchlumberger N.V. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-01 | 2021-03-01 | 31 | Joint | GSGoldman Sachs group, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-02-27 | 2021-02-26 | 1 | Joint | FVRRFiverr International Ltd. Ordinary Shares, no par value | Sale | $1,001 - $15,000 | Clerk → |
| 2021-02-27 | 2021-02-26 | 1 | Joint | BLF FedFund TDDXX | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-02-27 | 2021-02-25 | 2 | Joint | BLF FedFund TDDXX | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-02-27 | 2021-02-25 | 2 | Joint | Texas Mun gas Acquisition 5.00% 12/15/22 | Sale | $15,001 - $50,000 | Clerk → |
| 2021-02-27 | 2021-02-22 | 5 | Joint | BLF FedFund TDDXX | Sale | $15,001 - $50,000 | Clerk → |
| 2021-02-27 | 2021-02-22 | 5 | Joint | Farmington NM Pollutn Var 06/01/40 | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-02-27 | 2021-02-19 | 8 | Joint | ELEstee Lauder Companies, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-02-27 | 2021-02-19 | 8 | Joint | BLF FedFund TDDXX | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-02-27 | 2021-02-08 | 19 | Joint | BLF FedFund TDDXX | Sale | $15,001 - $50,000 | Clerk → |
| 2021-02-27 | 2021-02-08 | 19 | Joint | AIA group, Ltd. Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-02-27 | 2021-02-08 | 19 | Joint | GSGoldman Sachs group, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-02-27 | 2021-02-08 | 19 | Joint | BLF FedFund TDDXX | Sale | $1,001 - $15,000 | Clerk → |
| 2021-02-27 | 2021-02-05 | 22 | Joint | TJXTJX Companies, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-02-27 | 2021-02-05 | 22 | Joint | Columbia Tenn Wtrwks Rev 5.00% 12/01/32 | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-02-27 | 2021-02-04 | 23 | Joint | NVDANVIDIA Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2021-02-27 | 2021-02-04 | 23 | Joint | BLF FedFund TDDXX | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-02-27 | 2021-02-04 | 23 | Joint | KAIKadant Inc | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-02-27 | 2021-02-03 | 24 | Joint | BLF FedFund TDDXX | Sale | $1,001 - $15,000 | Clerk → |
| 2021-02-27 | 2021-02-02 | 25 | Joint | BLF FedFund TDDXX | Sale | $1,001 - $15,000 | Clerk → |
| 2021-02-27 | 2021-02-01 | 26 | Joint | BLF FedFund TDDXX | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-31 | 2021-01-28 | 3 | Joint | BLF FedFund TDDXX | Sale | $15,001 - $50,000 | Clerk → |
| 2021-01-31 | 2021-01-19 | 12 | Joint | ELEstee Lauder Companies, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-31 | 2021-01-19 | 12 | Joint | BLF FedFund TDDXX | Sale | $1,001 - $15,000 | Clerk → |
| 2021-01-31 | 2021-01-19 | 12 | Joint | Fanuc Limited Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-31 | 2021-01-15 | 16 | Joint | NVDANVIDIA Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2021-01-31 | 2021-01-15 | 16 | Joint | GSGoldman Sachs group, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-31 | 2021-01-15 | 16 | Joint | NTLAIntellia Therapeutics, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-01-31 | 2021-01-15 | 16 | Joint | Nestle SA Sponsored ADR representing Registered Shares Series B | Sale | $1,001 - $15,000 | Clerk → |
| 2021-01-31 | 2021-01-15 | 16 | Joint | BLF FedFund TDDXX | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-31 | 2021-01-13 | 18 | Joint | New York N Y City 5.00% 05/01/34 | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-01-31 | 2021-01-13 | 18 | Joint | BLF FedFund TDDXX | Sale | $15,001 - $50,000 | Clerk → |
| 2021-01-31 | 2021-01-12 | 19 | Joint | BLF FedFund TDDXX | Sale | $1,001 - $15,000 | Clerk → |
| 2021-01-31 | 2021-01-12 | 19 | Joint | AIA group, Ltd. Sponsored American Depository Receipt | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-31 | 2021-01-11 | 20 | Joint | BLF FedFund TDDXX | Sale | $15,001 - $50,000 | Clerk → |
| 2021-01-31 | 2021-01-11 | 20 | Joint | MCOMoody's Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2021-01-31 | 2021-01-11 | 20 | Joint | NVDANVIDIA Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2021-01-31 | 2021-01-11 | 20 | Joint | Massachusetts St go BDS 5.00% 09/01/37 | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-01-31 | 2021-01-11 | 20 | Joint | GSGoldman Sachs group, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-31 | 2021-01-11 | 20 | Joint | ASMLASML Holding N.V. - New York Registry Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-31 | 2021-01-11 | 20 | Joint | Splunk Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-01-31 | 2021-01-11 | 20 | Joint | Nestle SA Sponsored ADR representing Registered Shares Series B | Sale | $1,001 - $15,000 | Clerk → |
| 2021-01-31 | 2021-01-11 | 20 | Joint | VZVerizon Communications Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-01-31 | 2021-01-05 | 26 | Joint | BLF FedFund TDDXX | Sale | $1,001 - $15,000 | Clerk → |
| 2021-01-31 | 2021-01-04 | 27 | Joint | BLF FedFund TDDXX | Sale | $1,001 - $15,000 | Clerk → |
| 2021-01-01 | 2020-12-23 | 9 | Joint | MSFTMicrosoft Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2021-01-01 | 2020-12-23 | 9 | Joint | BLF FedFund TDDXX | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-01 | 2020-12-16 | 16 | Joint | BLF FedFund TDDXX | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-01 | 2020-12-16 | 16 | Joint | ROPRoper Technologies, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-01-01 | 2020-12-16 | 16 | Joint | AAPLApple Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-01-01 | 2020-12-15 | 17 | Joint | BLF FedFund TDDXX | Sale | $1,001 - $15,000 | Clerk → |
| 2021-01-01 | 2020-12-15 | 17 | Joint | KAIKadant Inc | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-01 | 2020-12-15 | 17 | Joint | GSGoldman Sachs group, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-01 | 2020-12-14 | 18 | Joint | Virginia College Bldg 3.00% 02/01/37 | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-01-01 | 2020-12-14 | 18 | Joint | BLF FedFund TDDXX | Sale | $15,001 - $50,000 | Clerk → |
| 2021-01-01 | 2020-12-07 | 25 | Joint | BLF FedFund TDDXX | Sale | $1,001 - $15,000 | Clerk → |
| 2021-01-01 | 2020-12-07 | 25 | Joint | DISWalt Disney Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-01 | 2020-12-04 | 28 | Joint | BLF FedFund TDDXX | Sale | $1,001 - $15,000 | Clerk → |
| 2021-01-01 | 2020-12-04 | 28 | Joint | VGP N.V. NPV Common | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-01 | 2020-12-03 | 29 | Joint | BLF FedFund TDDXX | Sale | $1,001 - $15,000 | Clerk → |
| 2021-01-01 | 2020-12-03 | 29 | Joint | MSCIMSCI Inc | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-01 | 2020-12-03 | 29 | Joint | CGNXCognex Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-01 | 2020-12-02 | 30 | Joint | BLF FedFund TDDXX | Sale | $1,001 - $15,000 | Clerk → |
| 2021-01-01 | 2020-12-02 | 30 | Joint | LVMH Moet Hennessy Louis Vuitton Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-01 | 2020-12-02 | 30 | Joint | ECLEcolab Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-01 | 2020-12-01 | 31 | Joint | BLF FedFund TDDXX | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-01 | 2020-11-27 | 4 | Joint | BLF FedFund TDDXX | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-01 | 2020-11-25 | 6 | Joint | Fanuc Limited Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-01 | 2020-11-25 | 6 | Joint | ECLEcolab Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-01 | 2020-11-25 | 6 | Joint | BLF FedFund TDDXX | Sale | $15,001 - $50,000 | Clerk → |
| 2020-12-01 | 2020-11-25 | 6 | Joint | Putnam Cnty W Va BRD Ed 1.123% 05/01/24 | Purchase | $15,001 - $50,000 | Clerk → |
| 2020-12-01 | 2020-11-24 | 7 | Joint | BLF FedFund TDDXX | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-01 | 2020-11-24 | 7 | Joint | MSFTMicrosoft Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-01 | 2020-11-20 | 11 | Joint | Roche Holdings Ag Basel Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-01 | 2020-11-20 | 11 | Joint | BLF FedFund TDDXX | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-01 | 2020-11-19 | 12 | Joint | BLF FedFund TDDXX | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-01 | 2020-11-19 | 12 | Joint | Fanuc Limited Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-01 | 2020-11-18 | 13 | Joint | DISWalt Disney Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-01 | 2020-11-18 | 13 | Joint | ELEstee Lauder Companies, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-01 | 2020-11-18 | 13 | Joint | DAIUFDaifuku Co Ltd Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-01 | 2020-11-18 | 13 | Joint | BLF FedFund TDDXX | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-01 | 2020-11-18 | 13 | Joint | NTLAIntellia Therapeutics, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-01 | 2020-11-17 | 14 | Joint | TDOCTeladoc Health, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-01 | 2020-11-17 | 14 | Joint | EDITEditas Medicine, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-01 | 2020-11-17 | 14 | Joint | CYRXCryoPort, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-01 | 2020-11-17 | 14 | Joint | NEENextEra Energy, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-01 | 2020-11-17 | 14 | Joint | XYZSquare, Inc. Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-01 | 2020-11-17 | 14 | Joint | TGTTarget Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-01 | 2020-11-17 | 14 | Joint | ILMNIllumina, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-01 | 2020-11-17 | 14 | Joint | NVSNovartis Ag | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-01 | 2020-11-17 | 14 | Joint | CGNXCognex Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-01 | 2020-11-17 | 14 | Joint | NKENike, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-01 | 2020-11-17 | 14 | Joint | NVDANVIDIA Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-01 | 2020-11-17 | 14 | Joint | ROPRoper Technologies, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-01 | 2020-11-17 | 14 | Joint | AAPLApple Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-01 | 2020-11-17 | 14 | Joint | ACNAccenture plc Class A Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-01 | 2020-11-17 | 14 | Joint | BLF FedFund TDDXX | Sale | $15,001 - $50,000 | Clerk → |
| 2020-12-01 | 2020-11-13 | 18 | Joint | COSTCostco Wholesale Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-01 | 2020-11-13 | 18 | Joint | ASMLASML Holding N.V. - New York Registry Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-01 | 2020-11-13 | 18 | Joint | BLF FedFund TDDXX | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-01 | 2020-11-13 | 18 | Joint | JPMJP Morgan Chase & Co. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-01 | 2020-11-13 | 18 | Joint | Fanuc Limited Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-01 | 2020-11-10 | 21 | Joint | BLF FedFund TDDXX | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-01 | 2020-11-09 | 22 | Joint | BLF FedFund TDDXX | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-01 | 2020-11-09 | 22 | Joint | Fanuc Limited Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-01 | 2020-11-05 | 26 | Joint | Fanuc Limited Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-01 | 2020-11-05 | 26 | Joint | DAIUFDaifuku Co Ltd Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-01 | 2020-11-05 | 26 | Joint | ISRGIntuitive Surgical, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2025 report.
84 assets with a value on the amended report filed 2026-07-08, 2 of them shares or options of a listed company. Values are the ranges on the form. Assets are held by the member, a spouse or a dependent child, as reported. Open the report.
| Asset | Type | Owner | Value (as filed) |
|---|---|---|---|
| Burke & Herbert CD | Other | Joint | $50,001 - $100,000 |
| Burke & Herbert Don | Other | Joint | $1,001 - $15,000 |
| Burke & Herbert Megan | Other | Joint | $15,001 - $50,000 |
| Truist #2891 | Other | Joint | $100,001 - $250,000 |
| Truist #8270 | Other | Joint | $15,001 - $50,000 |
| Truist #Megan | Other | Joint | $100,001 - $250,000 |
| Truist CD #45168 | Other | Joint | $100,001 - $250,000 |
| Vanguard Money Market Reserves Federal Money Market Fund | Other | Joint | $15,001 - $50,000 |
| Clearbridge Special Inv Tr C | Fund | Spouse | $250,001 - $500,000 |
| Pioneer Core Equity Fund A | Fund | Joint | $250,001 - $500,000 |
| 105 S Morris Street, Oxford Md | Other | Joint | $1,000,001 - $5,000,000 |
| Beyer 1 LLC | Other | Joint | $1,000,001 - $5,000,000 |
| Broad Street LLC | Other | Joint | $1,000,001 - $5,000,000 |
| Brotherly Love LLC | Other | Joint | $1,000,001 - $5,000,000 |
| Brotherly Love LLC | Other | Joint | $1,000,001 - $5,000,000 |
| Love's Wasteland LLC | Other | Joint | $5,000,001 - $25,000,000 |
| Old Brown LLC | Other | Joint | $5,000,001 - $25,000,000 |
| Pacific Boulevard LLC | Other | Joint | $5,000,001 - $25,000,000 |
| Pownal LLC | Other | Joint | $1,000,001 - $5,000,000 |
| Quonset Hut LLC | Other | Joint | $5,000,001 - $25,000,000 |
| Swallow LLC | Other | Joint | $5,000,001 - $25,000,000 |
| The Sting LLC | Other | Joint | $1,000,001 - $5,000,000 |
| Wild Leap LLC | Other | Joint | $1,000,001 - $5,000,000 |
| Aiken Cnty SC Cons Sch 4.00% 04/01/37 | Bond | Joint | $15,001 - $50,000 |
| Ariel Appreciation | Fund | Joint | $15,001 - $50,000 |
| Blackrock Liq FDS FedFund TFDXX | Bond | Joint | $250,001 - $500,000 |
| California St Go BDS 4.00% 08/01/36 | Bond | Joint | $15,001 - $50,000 |
| CCT Thematic Equity Fund | Fund | Joint | $250,001 - $500,000 |
| Chicago Ill OHare 4.00% 01/01/36 | Bond | Joint | $15,001 - $50,000 |
| Clark Cnty Nev Limited 3.00% 06/01/37 | Bond | Joint | $15,001 - $50,000 |
| Clark Cnty Nev Sch 4.00% 06/15/37 | Bond | Joint | $15,001 - $50,000 |
| Clark Cnty Nev Sch Dist 5.99% 6/15/35 | Bond | Joint | $15,001 - $50,000 |
| Connecticut St Spl Tax 5.00% 01/01/37 | Bond | Joint | $15,001 - $50,000 |
| Delaware Valley Pa 4.00% 03/01/33 | Bond | Joint | $15,001 - $50,000 |
| Demosphere Inc | Other | Joint | $50,001 - $100,000 |
| Des Moines Iowa GO Bds 2.00% 06/01/33 | Bond | Joint | $15,001 - $50,000 |
| Fairfax Cnt VA Indl Dev Auth 5.00% 5/15/3030 | Bond | Joint | $50,001 - $100,000 |
| Fidelity 500 Index Fund | Fund | Joint | $250,001 - $500,000 |
| Fidelity Balanced Fund | Fund | Joint | $250,001 - $500,000 |
| Fidelity Government Money Market Fund | Fund | Joint | $1,001 - $15,000 |
| Fidelity Growth Discovery Fund | Fund | Joint | $250,001 - $500,000 |
| Fidelity Investment Grade Bond Fund | Fund | Joint | $15,001 - $50,000 |
| Fidelity Select Insurance Portfolio | Fund | Joint | $15,001 - $50,000 |
| Fidelity Select Semiconductors Portfolio | Fund | Joint | $250,001 - $500,000 |
| Fontana Calif Uni Sch 3.00% 08/01/38 | Bond | Joint | $1,001 - $15,000 |
| FSU Finl Assistance Inc FLA Ed Rev 5.00% | Bond | Joint | $50,001 - $100,000 |
| THGHanover Insurance Group Inc | Stock | Joint | $1,001 - $15,000 |
| Illinois St Toll Hwy 5.00% 12/01/32 | Bond | Joint | $50,001 - $100,000 |
| Jefferson Cnt KY 4.00% 09/01/36 | Bond | Joint | $15,001 - $50,000 |
| King Cnty Wash Ltd Go Ref 4.00% 12/01/32 | Bond | Joint | $15,001 - $50,000 |
| Long Is Pwr Auth NY 5.00% 09/01/37 | Bond | Joint | $15,001 - $50,000 |
| Maine St Hsg Auth Mtg 3.65% 11/15/30 | Bond | Joint | $15,001 - $50,000 |
| Maryland St Health & Hghr Ed 07/010/45 | Bond | Joint | $50,001 - $100,000 |
| Massachusetts St GO BDS 5.00% 09/01/37 | Bond | Joint | $15,001 - $50,000 |
| Metropolitan Wash DC 5.00% 10/01/31 | Bond | Joint | $15,001 - $50,000 |
| New Jersey St 5.00% 6/15/33 | Bond | Joint | $15,001 - $50,000 |
| New York St Dorm Auth 5.00% 2/15/35 | Bond | Joint | $50,001 - $100,000 |
| North Allegheny PA Sch Dist Go Bds 5.00% 05/01/30 | Bond | Joint | $50,001 - $100,000 |
| North Carolina Tpk 4.00% 01/01/33 | Bond | Joint | $15,001 - $50,000 |
| North Las Vegas Nev 4.00% 06/01/36 | Bond | Joint | $15,001 - $50,000 |
| Oregon St Hsg & Cmnty Var 01/010/48 | Bond | Joint | $15,001 - $50,000 |
| Pershing Government Account | Other | Joint | $1 - $1,000 |
| Pittsburgh Pa Sch 3.00% 09/01/33 | Bond | Joint | $15,001 - $50,000 |
| Regional Trans Dist Colo 5.00% 06/01/29 | Bond | Joint | $15,001 - $50,000 |
| SPYSPDR S&P 500 | Stock | Joint | $500,001 - $1,000,000 |
| St John Baptist Parish La Rev 06/01/37 | Bond | Joint | $50,001 - $100,000 |
| University Wash Univ Revs 4.00% 12/01/33 | Bond | Joint | $15,001 - $50,000 |
| Vanguard Consumer Discretionary Index Fund Admiral Shs | Fund | Joint | $100,001 - $250,000 |
| Vanguard Consumer Staples Index Fd Admiral Shs | Fund | Joint | $100,001 - $250,000 |
| Vanguard Diversified Equity Fund Investor Shares | Fund | Joint | $250,001 - $500,000 |
| Vanguard Equity Income Fund Admiral Shares | Fund | Joint | $50,001 - $100,000 |
| Vanguard Specialized Portfolios Energy Fund | Fund | Joint | $15,001 - $50,000 |
| Vanguard VFIAX | Fund | Joint | $250,001 - $500,000 |
| Vanguard VTSAX | Fund | Joint | $15,001 - $50,000 |
| Virginia Comwlth Transn Brd Tr Cap 5.00% 05/15/33 | Bond | Joint | $15,001 - $50,000 |
| Virginia Retirement System | Other | Joint | $15,001 - $50,000 |
| Virginia St Hsg Dev 3.4% 07/01/29 | Bond | Joint | $15,001 - $50,000 |
| Virginia St Hsg Dev 3.5% 07/01/30 | Bond | Joint | $15,001 - $50,000 |
| Virginia St Hsg Dev 3.65% 04/01/33 | Bond | Joint | $15,001 - $50,000 |
| Virginia St Pub Bldg 4.00% 08/01/38 | Bond | Joint | $50,001 - $100,000 |
| Washington St Mtr Veh 5.00% 06/01/35 | Bond | Joint | $15,001 - $50,000 |
| Washington St Various 5.00% 08/01/30 | Bond | Joint | $50,001 - $100,000 |
| Wells Fargo | Other | Joint | $1,001 - $15,000 |
| Wise County Virginia Indl 11/01/2040 | Bond | Joint | $15,001 - $50,000 |
How reports are read: holdings methodology.