Congressional stock trades · Member
John Katko
Former representative · NY-24 · Republican
No published transactions from periodic transaction reports since 2020. Holdings from 6 annual reports are below.
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2021 report.
29 assets with a value on the report filed 2022-07-15. 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) |
|---|---|---|---|
| American Century Equity Income Fund | Fund | Joint | $15,001 - $50,000 |
| BlackRock Event Driven Equity Fund Institutional Shares | Fund | Joint | $1,001 - $15,000 |
| Fidelity Advisor Floating Rate High Income Fund | Fund | Joint | $1,001 - $15,000 |
| Guggenheim Total Return Bond Fund Institutional Class | Fund | Joint | $15,001 - $50,000 |
| iShares Russell 2000 ETF | Fund | Joint | $1,001 - $15,000 |
| Laudus Trust - Schwab Select Large Cap Growth Fund | Fund | Joint | $1,001 - $15,000 |
| PGIM Short-Term Corporate Bond Fund | Fund | Joint | $15,001 - $50,000 |
| American Beacon SiM High Yld Opps Fund | Fund | Spouse | $15,001 - $50,000 |
| American Funds New World Fund | Fund | Spouse | $15,001 - $50,000 |
| Brokerage Sweep Account | Other | Spouse | $1,001 - $15,000 |
| Dodge & Cox Stock Fund | Fund | Spouse | $15,001 - $50,000 |
| Fidelity Advisor Floating Rate High Income Fund | Fund | Spouse | $15,001 - $50,000 |
| Frost Total Return Bond Fund Class Institutional | Fund | Spouse | $15,001 - $50,000 |
| Guggenheim Total Return Bond Fund Institutional Class | Fund | Spouse | $15,001 - $50,000 |
| iShares Russell 2000 ETF | Fund | Spouse | $1,001 - $15,000 |
| iShares Russell Mid-Cap ETF | Fund | Spouse | $15,001 - $50,000 |
| Janus Henderson Global Equity Income Fund | Fund | Spouse | $15,001 - $50,000 |
| John Hancock Funds Strategic Income Opportunities Fund | Fund | Spouse | $15,001 - $50,000 |
| Laudus Trust - Schwab Select Large Cap Growth Fund | Fund | Spouse | $50,001 - $100,000 |
| MFS Growth Fund | Fund | Spouse | $15,001 - $50,000 |
| MFS International Growth Fund Class I | Fund | Spouse | $15,001 - $50,000 |
| Putnam Diversified Income Trust | Fund | Spouse | $15,001 - $50,000 |
| T. Rowe Price Dividend Growth Fund, Inc. | Fund | Spouse | $50,001 - $100,000 |
| Touchstone Mid Cap Fund Class Y | Fund | Spouse | $15,001 - $50,000 |
| Western Asset Core Plus Bond Fund | Fund | Spouse | $15,001 - $50,000 |
| Summit Federal Credit Union savings account | Other | Joint | $1,001 - $15,000 |
| T. Rowe Price Dividend Growth Fund, Inc. | Fund | Joint | $1,001 - $15,000 |
| Touchstone Mid Cap Fund Class Y | Fund | Joint | $1,001 - $15,000 |
| UBS Bank Sweep Account | Other | Joint | $100,001 - $250,000 |
How reports are read: holdings methodology.