Skip to content
PalanorPalanor

Congressional stock trades · Member

Joe Manchin, III

Former senator · WV · Independent

1 published transaction from periodic transaction reports since 2020, shown as filed. Amounts are the ranges on the form. Each row links to its filing. Holdings from 9 annual reports are below.

DisclosedTradedDaysOwnerAssetTypeAmount range (as filed)Source
2023-12-062023-11-0729MemberTOMBALL TEX COMBINATION TAX REV CTFS OBLIG 2022 Rate/Coupon: 5.0 Matures: 02/15/2029Purchase$15,001 - $50,000eFD →

How these are read and published: methodology.

Holdings · annual financial disclosure

Assets listed on the 2023 report.

84 assets with a value on the amended report filed 2024-10-30, 3 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.

AssetTypeOwnerValue (as filed)
Huntington BanksOtherJoint$100,001 - $250,000
MVB BankOtherSpouseNone (or less than $1,001)
Huntington BanksOtherMember$100,001 - $250,000
Branch Banking & Trust (Now TRUIST Bank)OtherMember$50,001 - $100,000
PRUPrudential Financial, Inc. (NYSE)StockMember$50,001 - $100,000
Joseph Manchin III Qualified Blind TrustOtherMember$500,001 - $1,000,000
DFA Global Equity IFundSpouse$15,001 - $50,000
DFA Two-Year Global Fixed-Income IFundSpouseNone (or less than $1,001)
DFA Five-Year Global Fixed-Income IFundSpouseNone (or less than $1,001)
Fidelity Cash ReservesFundSpouseNone (or less than $1,001)
Fidelity Short-Term Treasury Bond Index FundFundSpouseNone (or less than $1,001)
Vanguard Intermediate-Term Treasury ETFFundSpouse$1,001 - $15,000
Dfa Diversified Fixed Income Portfolio - InstituFundSpouse$15,001 - $50,000
DFA International Small Company I (NASDAQ)FundMember$15,001 - $50,000
DFA International Small Cap Value I (NASDAQ)FundMember$15,001 - $50,000
DFA Large Cap International I (NASDAQ)FundMember$15,001 - $50,000
FDRXX - Fidelity Cash ReservesFundMember$15,001 - $50,000
DFA Emerging Markets Core Equity IFundMember$50,001 - $100,000
Synchrony Bank CD 1.9% 11/06/2023OtherMemberNone (or less than $1,001)
Wells Fargo Bank N.A. CD 2.95% 3/27/2024OtherMember$50,001 - $100,000
Fidelity Short-Term Treasury Bond Index FundFundMemberNone (or less than $1,001)
Dfa Municipal Bond Portfolio - InstitutionalFundMemberNone (or less than $1,001)
Dimensional U.S. Equity ETFFundMember$100,001 - $250,000
Dimensional U.S. Small Cap ETFFundMember$100,001 - $250,000
Dimensional U.S. Targeted Value ETFFundMember$100,001 - $250,000
Dimensional International Value ETFFundMember$15,001 - $50,000
United States Treasury Note 2.50% 5/31/2024BondMember$100,001 - $250,000
Dimensional US Marketwide Value ETFFundMember$100,001 - $250,000
Dimensional ETF Trust Dimensional International SmFundMember$1,001 - $15,000
Dimensional Emerging Markets Core Equity 2 ETFFundMember$1,001 - $15,000
Dimensional ETF Trust Dimensional Global Real EstaFundMember$1,001 - $15,000
Vanguard Intermediate-Term Treasury ETFFundMember$50,001 - $100,000
Axos Bank 5.10% 3/15/2024OtherMember$50,001 - $100,000
Charles Schwab Ba 5.20% 9/16/2024OtherMember$100,001 - $250,000
TOMBALL TEX COMBINATION TAX REV CTFS OBLIG 2022BondMember$50,001 - $100,000
DFA Real Estate Securities I (NASDAQ)FundMemberNone (or less than $1,001)
Fidelity Cash Reserves (NASDAQ)FundMember$1,001 - $15,000
Discover Bank 1.9% 06/02/2023OtherMemberNone (or less than $1,001)
Synchrony Bank CD 1.95% 06/29/2023OtherMemberNone (or less than $1,001)
DFA Large Cap International IFundMember$1,001 - $15,000
Wells Fargo Bank N.A. CD 3.10% 2/13/2024OtherMember$50,001 - $100,000
DFA U.S. Small Cap Value Portfolio Institutional CFundMember$1,001 - $15,000
Fidelity Short-Term Treasury Bond Index FundFundMemberNone (or less than $1,001)
Dfa Diversified Fixed Income Portfolio - InstituFundMemberNone (or less than $1,001)
American Express Natl Bk 4.45% 10/20/2025OtherMember$50,001 - $100,000
Capital One Natl Assn Mclean 4.50% 10/19/2026OtherMember$50,001 - $100,000
City Natl Bk Los Angeles Calif Ctf Dep 4.50% 1/13/2025OtherMember$50,001 - $100,000
Univest Natl Bk 4.50% CD FDIC Ins Due 6/21/2028OtherMember$100,001 - $250,000
Dfa Global Real Estate Securities PtfFundMember$15,001 - $50,000
iShares 3-7 Year Treasury Bond ETFFundMember$1,001 - $15,000
Vanguard Intermediate-Term Treasury ETFFundMember$15,001 - $50,000
DFA Real Estate Securities I (NASDAQ)FundMemberNone (or less than $1,001)
DFA US Small Cap I (NASDAQ)FundMember$1,001 - $15,000
Fidelity Cash Reserves (NASDAQ)FundMember$1,001 - $15,000
Morgan Stanley Private Bank CD 3.55% 11/8/2023OtherMemberNone (or less than $1,001)
DFA U.S. Small Cap Value Portfolio Institutional CFundMemberNone (or less than $1,001)
Fidelity Short-Term Treasury Bond Index FundFundMemberNone (or less than $1,001)
Dfa Diversified Fixed Income Portfolio - InstituFundMemberNone (or less than $1,001)
Discover Bk Greenwood DE 4.60% 10/25/2027OtherMember$100,001 - $250,000
Vanguard Intermediate-Term Treasury ETFFundMemberNone (or less than $1,001)
Dfa International Small Company PortfolioFundMember$1,001 - $15,000
Dfa Global Real Estate Securities PtfFundMember$15,001 - $50,000
CIBC BK USA CD 4.65% 6/15/2026OtherMember$50,001 - $100,000
iShares 3-7 Year Treasury Bond ETFFundMember$15,001 - $50,000
Storage buildingOtherMember$50,001 - $100,000
Undeveloped land in Fairmont, WVOtherMember$15,001 - $50,000
Undeveloped land in Glade Springs, WVOtherMember$15,001 - $50,000
Real Estate in Fairmont, WVOtherMember$250,001 - $500,000
Commercial Building in Fairmont, West VirginiaOtherJoint$15,001 - $50,000
Prudential Life Insurance Whole Life Policy Cash ValueOtherMember$15,001 - $50,000
Prudential Life Insurance Whole Life Policy Cash ValueOtherMember$100,001 - $250,000
MVBFMVB Financial Corp. (OTC Markets)StockSpouse$500,001 - $1,000,000
Farmington Resources, Inc. - Common StockOtherMember$100,001 - $250,000
Amount owed to the filer (debtor not shown)OtherMember$50,001 - $100,000
Enersystems, Inc.OtherMember$1,000,001 - $5,000,000
nChannel, Inc.OtherSpouseNone (or less than $1,001)
VCalc LLCOtherSpouseNone (or less than $1,001)
PECA Labs Inc.OtherSpouse$1,001 - $15,000
Figure 8 Surgical Inc.OtherSpouse$1,001 - $15,000
PolyPlexx, LLCOtherSpouseNone (or less than $1,001)
CereDX Inc.OtherSpouse$1,001 - $15,000
HBANHuntington Bancshares IncorporatedStockSpouse$15,001 - $50,000
House BoatOtherJoint$100,001 - $250,000
Flourish FInancial LLCOtherSpouse$250,001 - $500,000

How reports are read: holdings methodology.