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 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.