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 |
|---|---|---|---|---|---|---|---|
| 2026-09-01 | 2026-08-05 | 27 | Joint | Long Is Pwr Auth Var 9/01/55 | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-09-01 | 2026-08-03 | 29 | Joint | Washington St Various 5.00% 08/01/30 | Exchange | $50,001 - $100,000 | Clerk → |
| 2026-09-01 | 2026-08-03 | 29 | Joint | California St 4.00% 8/01/36 | Exchange | $15,001 - $50,000 | Clerk → |
| 2026-08-01 | 2026-07-27 | 5 | Joint | Tri-Creek 5.00% 7/15/33 | Purchase | $50,001 - $100,000 | Clerk → |
| 2026-08-01 | 2026-07-26 | 6 | Joint | King Cnty Wash 4.00% 12/01/32 | Exchange | $15,001 - $50,000 | Clerk → |
| 2026-07-01 | 2026-06-18 | 13 | Joint | Virginia Commlth 5.00% 09/15/29 | Purchase | $50,001 - $100,000 | Clerk → |
| 2026-03-01 | 2026-02-19 | 10 | Joint | Arlington Cnty VA 5.00% 7/01/35 | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-01-31 | 2026-01-29 | 2 | Joint | University Wash Univ 4.00% 12/01/33 | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-01-31 | 2026-01-20 | 11 | Joint | Madison Conn Go Bd 3.5% 12/18/25 | Purchase | $50,001 - $100,000 | Clerk → |
| 2026-01-31 | 2026-01-15 | 16 | Joint | Virginia St Pub Bldg 4.00% 08/01/36 | Purchase | $50,001 - $100,000 | Clerk → |
| 2026-01-31 | 2026-01-07 | 24 | Joint | Ohio St Gen Oblig 5.00% 11/01/34 | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-01-02 | 2025-12-18 | 15 | Joint | King CNTY Wash Ltd 4.00% 12/1/32 | Sale | $15,001 - $50,000 | Clerk → |
| 2026-01-02 | 2025-12-18 | 15 | Joint | Madison Conn GO BD 3.5% 12/18/25 | Sale | $50,001 - $100,000 | Clerk → |
| 2026-01-02 | 2025-12-10 | 23 | Joint | Virginia ST 4.00% 8/1/38 | Sale | $50,001 - $100,000 | Clerk → |
| 2025-11-02 | 2025-10-31 | 2 | Joint | King Cnty Wash 4.00% 12/01/32 | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-11-02 | 2025-10-23 | 10 | Joint | St John Baptist Parish Var 06/01/37 | Purchase | $50,001 - $100,000 | Clerk → |
| 2025-11-02 | 2025-10-22 | 11 | Joint | Connecticut St SPL Tax 5.00% 01/01/37 | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-11-02 | 2025-10-14 | 19 | Joint | North Allegheny PA Sch 5.00% 05/01/2030 | Exchange | $15,001 - $50,000 | Clerk → |
| 2025-10-02 | 2025-09-18 | 14 | Joint | Massachusetts St Sch Bld 5.00% | Exchange | $50,001 - $100,000 | Clerk → |
| 2025-08-02 | 2025-07-01 | 32 | Joint | Oklahoma Cnt OK Independent 3:00% 07/01/25 | Exchange | $15,001 - $50,000 | Clerk → |
| 2025-05-02 | 2025-04-08 | 24 | Joint | University of Washington 4.00% 12/01/33 | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-03-08 | 2025-02-12 | 24 | Joint | Maryland St Health Var 07/01/45 | Purchase | $50,001 - $100,000 | Clerk → |
| 2025-01-06 | 2024-12-23 | 14 | Joint | Duke Street LLC, 50% Interest | Sale | $5,000,001 - $25,000,000 | Clerk → |
| 2025-01-06 | 2024-12-04 | 33 | Joint | Oklahoma Cnty OK Indep 3.00% 07.01.25 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-01-06 | 2024-12-04 | 33 | Joint | Oklahoma Cnty OK Indep 3.00% 07.01.25 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-01-06 | 2024-12-02 | 35 | Joint | Dallas Tex Area Rapid 5.00% 12/01/25 | Exchange | $1,001 - $15,000 | Clerk → |
| 2024-12-07 | 2024-11-21 | 16 | Joint | Virginia State Housing Development 3.4% 07/01/29 | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-12-07 | 2024-11-21 | 16 | Joint | Virginia State Housing Development 3.5% 07/01/30 | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-12-07 | 2024-11-14 | 23 | Joint | Oregon State Housing & Community Var 01/10/48 | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-11-03 | 2024-10-29 | 5 | Joint | Delaware Valley PA 4.00% 03/01/33 | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-11-03 | 2024-10-28 | 6 | Joint | North Carolina TPK 4.00% 01/01/33 | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-11-03 | 2024-10-24 | 10 | Joint | Long Island Power Authority NY 5.00% 09/01/37 | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-11-03 | 2024-10-18 | 16 | Joint | New Jersey State 5.00% 06/15/33 | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-11-03 | 2024-10-16 | 18 | Joint | Aiken Cnty SC Cons Sch 4.00% 04/01/37 | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-11-03 | 2024-10-09 | 25 | Joint | North Las Vegas Nev 4.00% 06/01/36 | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-11-03 | 2024-10-09 | 25 | Joint | Chicago Ill O'Hare 4.00% 01/01/36 | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-11-03 | 2024-10-03 | 31 | Joint | Clark Cnty Nev Sch 4.00% 06/15/37 | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-11-03 | 2024-10-02 | 32 | Joint | Jefferson Cnty KY 4.00% 09/01/36 | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-11-03 | 2024-10-02 | 32 | Joint | District Columbia Go 5.00% 06/01/35 | Exchange | $15,001 - $50,000 | Clerk → |
| 2024-09-04 | 2024-08-30 | 5 | Joint | Garden of Eden LLC, 40% Interest | Sale | $5,000,001 - $25,000,000 | Clerk → |
| 2024-06-06 | 2024-05-31 | 6 | Joint | Wise Cnty VA V-A 1.875% 11-01-40 | Sale | $15,001 - $50,000 | Clerk → |
| 2024-06-06 | 2024-05-31 | 6 | Joint | Wise Cnty VA Indl Var 11-01-40 | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-06-06 | 2024-05-23 | 14 | Joint | Putnam Cnty WVA Brd Ed 1.123% 05/01/24 | Sale | $15,001 - $50,000 | Clerk → |
| 2024-06-06 | 2024-05-02 | 35 | Joint | Metropolitan Wash DC 5.00% 10/01/31 | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-03-31 | 2024-03-28 | 3 | Joint | Virginia St Hsg Dev 3.65% 04/01/33 | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-10-01 | 2023-09-15 | 16 | Joint | Wisconsin St Health & EDL 5.00% 09/15/30 | Sale | $1,001 - $15,000 | Clerk → |
| 2023-07-01 | 2023-06-30 | 1 | Joint | Union-Endicott NY Cent 3.75% 06/30/23 | Sale | $1,001 - $15,000 | Clerk → |
| 2023-07-01 | 2023-06-06 | 25 | Joint | Virginia College Bldg 4.00% 02/01/33 | Sale | $15,001 - $50,000 | Clerk → |
| 2023-07-01 | 2023-06-06 | 25 | Joint | District Columbia Go 5.00% 06/01/35 | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-04-29 | 2023-04-18 | 11 | Joint | New York ST MTG AGY 3.45% 10/01/33 | Sale | $15,001 - $50,000 | Clerk → |
| 2023-04-05 | 2023-03-16 | 20 | Joint | Wisconsin St Health & EDL 5.00% 09/15/30 | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-03 | 2023-02-01 | 30 | Joint | Virginia College Bldg 4.375% 02/01/32 | Sale | $15,001 - $50,000 | Clerk → |
| 2022-12-01 | 2022-11-10 | 21 | Joint | Virginia St Pub 3.00% 10/01/38 | Sale | $15,001 - $50,000 | Clerk → |
| 2022-12-01 | 2022-11-10 | 21 | Joint | Clark Cnty Nev Limited 3.00% 06/01/37 | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-07-29 | 2022-07-28 | 1 | Joint | Union-Endicott NY Central School District | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-07-03 | 2022-06-02 | 31 | Joint | Farmington NM Pollutn Var 06/01/40 | Sale | $15,001 - $50,000 | Clerk → |
| 2022-06-01 | 2022-05-02 | 30 | Joint | New York NY City Transitional Fin Auth | Sale | $15,001 - $50,000 | Clerk → |
| 2022-05-01 | 2022-04-11 | 20 | Joint | California St GO BDS 4.25% 04/01/35 | Sale | $15,001 - $50,000 | Clerk → |
| 2022-05-01 | 2022-04-07 | 24 | Joint | Halifax County VA Indl Dev Var 12/01/41 | Sale | $15,001 - $50,000 | Clerk → |
| 2022-04-01 | 2022-03-07 | 25 | Joint | Virginia College Bldg 3.00% 02/01/37 | Sale | $15,001 - $50,000 | Clerk → |
| 2022-04-01 | 2022-03-07 | 25 | Joint | NEENextEra Energy, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2022-04-01 | 2022-03-01 | 31 | Joint | DAIUFDaifuku Co Ltd Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2022-04-01 | 2022-03-01 | 31 | Joint | VGP N.V. NPV common | Sale | $15,001 - $50,000 | Clerk → |
| 2022-04-01 | 2022-03-01 | 31 | Joint | Fanuc Limited Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2022-03-03 | 2022-02-28 | 3 | Joint | VZVerizon Communications Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2022-03-03 | 2022-02-28 | 3 | Joint | CYRXCryoPort, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2022-03-03 | 2022-02-28 | 3 | Joint | GHGuardant Health, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2022-03-03 | 2022-02-28 | 3 | Joint | NTLAIntellia Therapeutics, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2022-03-03 | 2022-02-28 | 3 | Joint | ACNAccenture plc Class A Ordinary Shares | Sale | $15,001 - $50,000 | Clerk → |
| 2022-03-03 | 2022-02-28 | 3 | Joint | ROPRoper Technologies, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2022-03-03 | 2022-02-28 | 3 | Joint | PIImpinj, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2022-03-03 | 2022-02-28 | 3 | Joint | LVMH Moet Hennessy Louis Vuitton Ordinary Shares | Sale | $15,001 - $50,000 | Clerk → |
| 2022-03-03 | 2022-02-28 | 3 | Joint | VVisa Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2022-03-03 | 2022-02-28 | 3 | Joint | PEPPepsico, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2022-03-03 | 2022-02-28 | 3 | Joint | JPMJP Morgan Chase & Co. | Sale | $1,001 - $15,000 | Clerk → |
| 2022-03-03 | 2022-02-28 | 3 | Joint | MSCIMSCI Inc | Sale | $15,001 - $50,000 | Clerk → |
| 2022-03-03 | 2022-02-28 | 3 | Joint | DISWalt Disney Company | Sale | $1,001 - $15,000 | Clerk → |
| 2022-03-03 | 2022-02-28 | 3 | Joint | CGNXCognex Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2022-03-03 | 2022-02-28 | 3 | Joint | TRNOTerreno Realty Corporation | Sale | $15,001 - $50,000 | Clerk → |
| 2022-03-03 | 2022-02-28 | 3 | Joint | NVDANVIDIA Corporation | Sale | $15,001 - $50,000 | Clerk → |
| 2022-03-03 | 2022-02-28 | 3 | Joint | FNVFranco-Nevada Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2022-03-03 | 2022-02-28 | 3 | Joint | AMZNAmazon.com, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2022-03-03 | 2022-02-28 | 3 | Joint | ISRGIntuitive Surgical, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2022-03-03 | 2022-02-28 | 3 | Joint | CVSCVS Health Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2022-03-03 | 2022-02-28 | 3 | Joint | COSTCostco Wholesale Corporation | Sale | $15,001 - $50,000 | Clerk → |
| 2022-03-03 | 2022-02-28 | 3 | Joint | ILMNIllumina, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2022-03-03 | 2022-02-28 | 3 | Joint | UNHUnitedHealth group Incorporated Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2022-03-03 | 2022-02-28 | 3 | Joint | NKENike, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2022-03-03 | 2022-02-28 | 3 | Joint | ELEstee Lauder Companies, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2022-03-03 | 2022-02-28 | 3 | Joint | IAUIShares gold Trust Shares of the IShares gold Trust | Sale | $1,001 - $15,000 | Clerk → |
| 2022-03-03 | 2022-02-28 | 3 | Joint | CDNSCadence Design Systems, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2022-03-03 | 2022-02-28 | 3 | Joint | AAPLApple Inc. | Sale | $50,001 - $100,000 | Clerk → |
| 2022-03-03 | 2022-02-28 | 3 | Joint | REGNRegeneron Pharmaceuticals, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2022-03-03 | 2022-02-28 | 3 | Joint | Nestle SA Sponsored ADR representing Registered Shares Series B | Sale | $1,001 - $15,000 | Clerk → |
| 2022-03-03 | 2022-02-28 | 3 | Joint | MSFTMicrosoft Corporation | Sale | $15,001 - $50,000 | Clerk → |
| 2022-03-03 | 2022-02-28 | 3 | Joint | GOOGAlphabet Inc. - Class C Capital Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2022-03-03 | 2022-02-28 | 3 | Joint | NVSNovartis Ag | Sale | $1,001 - $15,000 | Clerk → |
| 2022-03-03 | 2022-02-28 | 3 | Joint | KAIKadant Inc | Sale | $1,001 - $15,000 | Clerk → |
| 2022-03-03 | 2022-02-28 | 3 | Joint | NDAQNasdaq, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2022-03-03 | 2022-02-28 | 3 | Joint | TGTTarget Corporation | Sale | $15,001 - $50,000 | Clerk → |
| 2022-03-03 | 2022-02-28 | 3 | Joint | TJXTJX Companies, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2022-03-03 | 2022-02-28 | 3 | Joint | ASMLASML Holding N.V. - New York Registry Shares | Sale | $15,001 - $50,000 | Clerk → |
| 2022-03-03 | 2022-02-28 | 3 | Joint | ECLEcolab Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2022-03-03 | 2022-02-28 | 3 | Joint | BRK.BBerkshire Hathaway Inc. New | Sale | $1,001 - $15,000 | Clerk → |
| 2022-03-03 | 2022-02-28 | 3 | Joint | GSGoldman Sachs group, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2022-03-03 | 2022-02-10 | 21 | Joint | XYZBlock, Inc. Class A Common Stock, | Sale | $1,001 - $15,000 | Clerk → |
| 2022-03-03 | 2022-02-08 | 23 | Joint | Fontana Calif Univ Sch 3.00% 08/01/38 | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-03-03 | 2022-02-03 | 28 | Joint | BRK.BBerkshire Hathaway Inc. New | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-03-03 | 2022-02-03 | 28 | Joint | MSCIMSCI Inc | Sale | $1,001 - $15,000 | Clerk → |
| 2022-03-03 | 2022-02-02 | 29 | Joint | Morgan Stanley FR Var 05/04/2027 | Sale | $1,001 - $15,000 | Clerk → |
| 2022-03-03 | 2022-02-02 | 29 | Joint | ACNAccenture plc Class A Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-03-03 | 2022-02-01 | 30 | Joint | KMXCarMax Inc | Sale | $15,001 - $50,000 | Clerk → |
| 2022-02-01 | 2022-01-31 | 1 | Joint | CYRXCryoPort, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2022-02-01 | 2022-01-31 | 1 | Joint | TRNOTerreno Realty Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-02-01 | 2022-01-31 | 1 | Joint | COSTCostco Wholesale Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-02-01 | 2022-01-31 | 1 | Joint | PEPPepsico, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-02-01 | 2022-01-31 | 1 | Joint | BLF FedFund TDDXX | Sale | $1,001 - $15,000 | Clerk → |
| 2022-02-01 | 2022-01-28 | 4 | Joint | BRK.BBerkshire Hathaway Inc. New | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-02-01 | 2022-01-28 | 4 | Joint | VanEck Biotech ETF | Sale | $1,001 - $15,000 | Clerk → |
| 2022-02-01 | 2022-01-27 | 5 | Joint | NVSNovartis Ag | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-02-01 | 2022-01-27 | 5 | Joint | VZVerizon Communications Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-02-01 | 2022-01-27 | 5 | Joint | IShares MSCI ACWI ex US Healthcare ETF | Sale | $1,001 - $15,000 | Clerk → |
| 2022-02-01 | 2022-01-27 | 5 | Joint | IShares MSCI ACWI ex US Telecommunication Services ETF | Sale | $1,001 - $15,000 | Clerk → |
| 2022-02-01 | 2022-01-20 | 12 | Joint | Columbia Tenn Wtrwks Rev 5.00% 12/01/32 | Sale | $15,001 - $50,000 | Clerk → |
| 2022-02-01 | 2022-01-20 | 12 | Joint | BLF FedFund TDDXX | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-02-01 | 2022-01-20 | 12 | Joint | BRK.BBerkshire Hathaway Inc. New | Sale | $15,001 - $50,000 | Clerk → |
| 2022-02-01 | 2022-01-20 | 12 | Joint | PNCPNC Financial Services group, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2022-02-01 | 2022-01-14 | 18 | Joint | BLF FedFund TDDXX | Sale | $15,001 - $50,000 | Clerk → |
| 2022-02-01 | 2022-01-14 | 18 | Joint | CYRXCryoPort, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2022-02-01 | 2022-01-14 | 18 | Joint | Virginia St Pub 3.00% 10/01/38 | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-02-01 | 2022-01-13 | 19 | Joint | PEPPepsico, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-02-01 | 2022-01-13 | 19 | Joint | CYRXCryoPort, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2022-02-01 | 2022-01-13 | 19 | Joint | BLF FedFund TDDXX | Sale | $1,001 - $15,000 | Clerk → |
| 2022-02-01 | 2022-01-13 | 19 | Joint | GHGuardant Health, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2022-02-01 | 2022-01-13 | 19 | Joint | CVSCVS Health Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-02-01 | 2022-01-11 | 21 | Joint | BLF FedFund TDDXX | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-02-01 | 2022-01-10 | 22 | Joint | XYZBlock, Inc. Class A Common Stock, | Sale | $1,001 - $15,000 | Clerk → |
| 2022-02-01 | 2022-01-10 | 22 | Joint | TJXTJX Companies, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-02-01 | 2022-01-10 | 22 | Joint | TRNOTerreno Realty Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-02-01 | 2022-01-06 | 26 | Joint | BLF FedFund TDDXX | Sale | $15,001 - $50,000 | Clerk → |
| 2022-01-01 | 2021-12-22 | 10 | Joint | NVSNovartis Ag | Sale | $1,001 - $15,000 | Clerk → |
| 2022-01-01 | 2021-12-22 | 10 | Joint | GHGuardant Health, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2022-01-01 | 2021-12-22 | 10 | Joint | IShares U.S. Telecommunications ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-01-01 | 2021-12-22 | 10 | Joint | VZVerizon Communications Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2022-01-01 | 2021-12-22 | 10 | Joint | IShares global Healthcare ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-01-01 | 2021-12-22 | 10 | Joint | VanEck Biotech ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-01-01 | 2021-12-21 | 11 | Joint | CVSCVS Health Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-01-01 | 2021-12-21 | 11 | Joint | FVRRFiverr International Ltd. Ordinary Shares, no par value | Sale | $1,001 - $15,000 | Clerk → |
| 2022-01-01 | 2021-12-06 | 26 | Joint | Pittsburgh Pa Sch 3.00% 09/01/33 | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-01-01 | 2021-12-06 | 26 | Joint | BLF FedFund TDDXX | Sale | $15,001 - $50,000 | Clerk → |
| 2022-01-01 | 2021-12-06 | 26 | Joint | AIA group, Ltd. Sponsored American Depository Receipt | Sale | $1,001 - $15,000 | Clerk → |
| 2022-01-01 | 2021-12-06 | 26 | Joint | NDAQNasdaq, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-01-01 | 2021-12-02 | 30 | Joint | BLF FedFund TDDXX | Sale | $1,001 - $15,000 | Clerk → |
| 2022-01-01 | 2021-12-01 | 31 | Joint | BLF FedFund TDDXX | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-12-02 | 2021-11-26 | 6 | Joint | TJXTJX Companies, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-12-02 | 2021-11-26 | 6 | Joint | XYZSquare, Inc. Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2021-12-02 | 2021-11-26 | 6 | Joint | BLF FedFund TDDXX | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-12-02 | 2021-11-26 | 6 | Joint | NVDANVIDIA Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2021-12-02 | 2021-11-26 | 6 | Joint | TDOCTeladoc Health, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-12-02 | 2021-11-09 | 23 | Joint | BLF FedFund TDDXX | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-12-02 | 2021-11-02 | 30 | Joint | BLF FedFund TDDXX | Sale | $1,001 - $15,000 | Clerk → |
| 2021-12-02 | 2021-11-01 | 31 | Joint | VVisa Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-12-02 | 2021-11-01 | 31 | Joint | XYZSquare, Inc. Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2021-12-02 | 2021-11-01 | 31 | Joint | BLF FedFund TDDXX | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-12-02 | 2021-11-01 | 31 | Joint | DAIUFDaifuku Co Ltd Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2021-10-30 | 2021-10-29 | 1 | Joint | BLF FedFund TDDXX | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-30 | 2021-10-29 | 1 | Joint | LVMH Moet Hennessy Louis Vuitton Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2021-10-30 | 2021-10-29 | 1 | Joint | NTLAIntellia Therapeutics, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-10-30 | 2021-10-29 | 1 | Joint | BRK.BBerkshire Hathaway Inc. New | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-30 | 2021-10-05 | 25 | Joint | BLF FedFund TDDXX | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-10-30 | 2021-10-05 | 25 | Joint | Salisbury Twp Pa Sch 2.375% 04/01/2025 | Sale | $15,001 - $50,000 | Clerk → |
| 2021-10-30 | 2021-10-04 | 26 | Joint | PIImpinj, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-30 | 2021-10-04 | 26 | Joint | FNVFranco-Nevada Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2021-10-30 | 2021-10-04 | 26 | Joint | BLF FedFund TDDXX | Sale | $1,001 - $15,000 | Clerk → |
| 2021-10-30 | 2021-10-01 | 29 | Joint | BLF FedFund TDDXX | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-01 | 2021-09-30 | 1 | Joint | BLF FedFund TDDXX | Sale | $15,001 - $50,000 | Clerk → |
| 2021-10-01 | 2021-09-30 | 1 | Joint | Des Moines Iowa GO Bds 2.00% 06/01/33 | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-10-01 | 2021-09-28 | 3 | Joint | BLF FedFund TDDXX | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-01 | 2021-09-27 | 4 | Joint | BLF FedFund TDDXX | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-01 | 2021-09-27 | 4 | Joint | AIA group Ltd NPV common | Sale | $1,001 - $15,000 | Clerk → |
| 2021-10-01 | 2021-09-21 | 10 | Joint | CYRXCryoPort, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-10-01 | 2021-09-21 | 10 | Joint | BLF FedFund TDDXX | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-01 | 2021-09-20 | 11 | Joint | VVisa Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-10-01 | 2021-09-20 | 11 | Joint | BLF FedFund TDDXX | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-01 | 2021-09-20 | 11 | Joint | CDNSCadence Design Systems, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-01 | 2021-09-20 | 11 | Joint | NTLAIntellia Therapeutics, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-10-01 | 2021-09-20 | 11 | Joint | VVisa Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-10-01 | 2021-09-17 | 14 | Joint | UNHUnitedHealth group Incorporated Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2021-10-01 | 2021-09-17 | 14 | Joint | NVSNovartis Ag | Sale | $1,001 - $15,000 | Clerk → |
| 2021-10-01 | 2021-09-17 | 14 | Joint | COSTCostco Wholesale Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-01 | 2021-09-17 | 14 | Joint | CGNXCognex Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2021-10-01 | 2021-09-17 | 14 | Joint | XYZSquare, Inc. Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2021-10-01 | 2021-09-17 | 14 | Joint | ILMNIllumina, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-10-01 | 2021-09-17 | 14 | Joint | REGNRegeneron Pharmaceuticals, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-01 | 2021-09-17 | 14 | Joint | BLF FedFund TDDXX | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-01 | 2021-09-09 | 22 | Joint | BLF FedFund TDDXX | Sale | $15,001 - $50,000 | Clerk → |
| 2021-10-01 | 2021-09-03 | 28 | Joint | BLF FedFund TDDXX | Sale | $1,001 - $15,000 | Clerk → |
| 2021-10-01 | 2021-09-02 | 29 | Joint | BLF FedFund TDDXX | Sale | $1,001 - $15,000 | Clerk → |
| 2021-10-01 | 2021-08-28 | 34 | Joint | Fanuc Limited Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2021-09-02 | 2021-08-18 | 15 | Joint | CDNSCadence Design Systems, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2019 report.
87 assets with a value on the amended report filed 2020-06-28, 40 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 Don | Other | Joint | $1,001 - $15,000 |
| Burke & Herbert Megan | Other | Joint | $1,001 - $15,000 |
| Eagle Bank | Other | Joint | $1,001 - $15,000 |
| Demosphere Inc. | Other | Joint | $15,001 - $50,000 |
| Clearbridge Special Inv Tr C | Fund | Spouse | $250,001 - $500,000 |
| Pioneer Core Equity Fund A | Fund | Joint | $100,001 - $250,000 |
| AB/CCI/Brown/Emerald SmallCap Growth I Separate Account | Fund | Joint | $1 - $1,000 |
| Capital Research and Mgmt Co American Funds EuroPacific Growth R3 Fund | Fund | Joint | $1 - $1,000 |
| Eaton Vance Management Eaton Vance Atlanta Capital SMID Cap A Fund | Fund | Joint | $1 - $1,000 |
| Edge Asset Management Inc. Equity Income Separate Account | Fund | Joint | $1 - $1,000 |
| Morley Financial Services Principal Stable Value Fund | Fund | Joint | $1 - $1,000 |
| Principal Global Investors Core Plus Bond Separate Account | Fund | Joint | $1 - $1,000 |
| Principal Global Investors LargeCap S&P 500 Index Separate Account | Fund | Joint | $1 - $1,000 |
| Principal Global Investors MidCap S&P 400 Index Separate Account | Fund | Joint | $1 - $1,000 |
| Principal Global Investors SmallCap S&P 600 Index Separate Account | Fund | Joint | $1 - $1,000 |
| Principal Global Investors/DFA International SmallCap Separate Account | Fund | Joint | $1 - $1,000 |
| Principal Global/Barrow Hanley MidCap Value III Separate Account | Fund | Joint | $1 - $1,000 |
| T. Rowe Price/Brown Advisory LargeCap Growth I Separate Account | Fund | Joint | $1 - $1,000 |
| 105 S Morris Street, Oxford Md | Other | Joint | $1,000,001 - $5,000,000 |
| Beyer 1 LLC | Other | Joint | $500,001 - $1,000,000 |
| Broad Street LLC | Other | Joint | $1,000,001 - $5,000,000 |
| Brotherly Love LLC | Other | Joint | $1,000,001 - $5,000,000 |
| Duke Street LLC | Other | Joint | $1,000,001 - $5,000,000 |
| Garden of Eden LLC | Other | Joint | $5,000,001 - $25,000,000 |
| 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 |
| ACNAccenture plc Class A Ordinary Shares | Stock | Joint | $15,001 - $50,000 |
| GOOGAlphabet Inc. - Class C Capital Stock | Stock | Joint | $15,001 - $50,000 |
| AMZNAmazon.com, Inc. | Stock | Joint | $15,001 - $50,000 |
| AAPLApple Inc. | Stock | Joint | $15,001 - $50,000 |
| Ariel Appreciation | Fund | Joint | $1,001 - $15,000 |
| BRK.BBerkshire Hathaway Inc. New | Stock | Joint | $1,001 - $15,000 |
| BRK.BBerkshire Hathaway Inc. New | Stock | Joint | $15,001 - $50,000 |
| BLF FedFund TDDXX | Bond | Joint | $1,000,001 - $5,000,000 |
| KMXCarMax Inc | Stock | Joint | $15,001 - $50,000 |
| CCitigroup, Inc. | Stock | Joint | $15,001 - $50,000 |
| CMECME Group Inc. - Class A | Stock | Joint | $15,001 - $50,000 |
| CGNXCognex Corporation | Stock | Joint | $1,001 - $15,000 |
| CYRXCryoPort, Inc. | Stock | Joint | $1,001 - $15,000 |
| CyrusOne Inc | Stock | Joint | $1,001 - $15,000 |
| DAIUFDaifuku Co Ltd Ordinary Shares | Stock | Joint | $15,001 - $50,000 |
| DALDelta Air Lines, Inc. | Stock | Joint | $1,001 - $15,000 |
| District Columbia Go Bds Dtd | Bond | Joint | $50,001 - $100,000 |
| ECLEcolab Inc. | Stock | Joint | $15,001 - $50,000 |
| EDITEditas Medicine, Inc. | Stock | Joint | $1,001 - $15,000 |
| ELEstee Lauder Companies, Inc. | Stock | Joint | $15,001 - $50,000 |
| Fanuc Limited Ordinary Shares | Stock | Joint | $1,001 - $15,000 |
| FLIR Systems, Inc. | Stock | Joint | $1,001 - $15,000 |
| FSU Finl Assistance Inc FLA Ed Rev | Bond | Joint | $50,001 - $100,000 |
| GSGoldman Sachs Group, Inc. | Stock | Joint | $1,001 - $15,000 |
| THGHanover Insurance Group Inc | Stock | Joint | $1,001 - $15,000 |
| ILMNIllumina, Inc. | Stock | Joint | $15,001 - $50,000 |
| PIImpinj, Inc. | Stock | Joint | $1,001 - $15,000 |
| NTLAIntellia Therapeutics, Inc. | Stock | Joint | $1,001 - $15,000 |
| ISRGIntuitive Surgical, Inc. | Stock | Joint | $15,001 - $50,000 |
| LVMH Moet Hennessy Louis Vuitton Unsponsored American Depositary Receipt | Stock | Joint | $15,001 - $50,000 |
| Maryland St Cmnty Dev Admin De | Bond | Joint | $50,001 - $100,000 |
| MSFTMicrosoft Corporation | Stock | Joint | $15,001 - $50,000 |
| MSCIMSCI Inc | Stock | Joint | $15,001 - $50,000 |
| NDAQNasdaq, Inc. | Stock | Joint | $1,001 - $15,000 |
| Nestle SA Sponsored ADR representing Registered Shares Series B | Stock | Joint | $15,001 - $50,000 |
| NEENextEra Energy, Inc. | Stock | Joint | $15,001 - $50,000 |
| NKENike, Inc. | Stock | Joint | $15,001 - $50,000 |
| North Allegheny PA Sch Dist Go Bds | Bond | Joint | $50,001 - $100,000 |
| NVSNovartis AG | Stock | Joint | $15,001 - $50,000 |
| NVDANVIDIA Corporation | Stock | Joint | $15,001 - $50,000 |
| PEPPepsico, Inc. | Stock | Joint | $1,001 - $15,000 |
| PNCPNC Financial Services Group, Inc. | Stock | Joint | $1,001 - $15,000 |
| ROPRoper Technologies, Inc. | Stock | Joint | $15,001 - $50,000 |
| Salisbury TWP PA Sch Dist Go Bds A | Bond | Joint | $50,001 - $100,000 |
| Splunk Inc. | Stock | Joint | $15,001 - $50,000 |
| TGTTarget Corporation | Stock | Joint | $15,001 - $50,000 |
| TDOCTeladoc Health, Inc. | Stock | Joint | $1,001 - $15,000 |
| TRNOTerreno Realty Corporation | Stock | Joint | $15,001 - $50,000 |
| TJXTJX Companies, Inc. | Stock | Joint | $15,001 - $50,000 |
| Twin Rivers California UNIF Sch Dist Education Revenue Dtd | Bond | Joint | $50,001 - $100,000 |
| UNHUnitedHealth Group Incorporated Common Stock | Stock | Joint | $15,001 - $50,000 |
| VZVerizon Communications Inc. | Stock | Joint | $15,001 - $50,000 |
| Virginia Retirement System | Other | Joint | $15,001 - $50,000 |
| VVisa Inc. | Stock | Joint | $15,001 - $50,000 |
| DISWalt Disney Company | Stock | Joint | $15,001 - $50,000 |
How reports are read: holdings methodology.