Congressional stock trades · Member
Tom Udall
Former senator · NM · Democrat
No published transactions from periodic transaction reports since 2020. Holdings from 5 annual reports are below.
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2017 report.
46 assets with a value on the report filed 2018-05-15, 1 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) |
|---|---|---|---|
| BlackRock Equity Index | Fund | Joint | $15,001 - $50,000 |
| ClearBridge Large-Cap Value | Fund | Joint | $15,001 - $50,000 |
| Oppenheimer Main Street Core | Fund | Joint | $15,001 - $50,000 |
| MFS International Large-Cap | Fund | Joint | $15,001 - $50,000 |
| Portfolio Optimization Moderate | Fund | Joint | $500,001 - $1,000,000 |
| TransAmerica Barrow Hanley Dividend Focused | Fund | Joint | $100,001 - $250,000 |
| TransAmerica Jennison Growth | Fund | Joint | $100,001 - $250,000 |
| BRK.BBerkshire Hathaway Inc. (NYSE) | Stock | Joint | $50,001 - $100,000 |
| GE-General Electric Company (NYSE) | Stock | Joint | $15,001 - $50,000 |
| RPAI-Retail Properties of America, Inc. (NYSE) | Stock | Joint | $50,001 - $100,000 |
| CAIBX-American Funds Capital Inc Bldr A (NASDAQ) | Fund | Joint | $50,001 - $100,000 |
| NYVTX-Davis NY Venture A (NASDAQ) | Fund | Joint | None (or less than $1,001) |
| FRHIX-Franklin High Yield Tax-Free Inc A (NASDAQ) | Fund | Joint | $15,001 - $50,000 |
| AGTHX-American Funds Growth Fund of Amer A (NASDAQ) | Fund | Joint | $50,001 - $100,000 |
| ANWPX-American Funds New Perspective A (NASDAQ) | Fund | Joint | $100,001 - $250,000 |
| NEWFX-American Funds New World A (NASDAQ) | Fund | Joint | $50,001 - $100,000 |
| ESIYX-Wells Fargo Advantage Intl Bond A (NASDAQ) | Fund | Joint | $1,001 - $15,000 |
| EWEAX-Wells Fargo Advantage Intrns Wld Eq A (NASDAQ) | Fund | Joint | $100,001 - $250,000 |
| Mewbourne Energy Partners 09-A | Other | Joint | $15,001 - $50,000 |
| Mewbourne Energy Partners 10-A | Other | Joint | $15,001 - $50,000 |
| Mewbourne Energy Partners 11-A | Other | Joint | $15,001 - $50,000 |
| Mewbourne Energy Partners 12-A | Other | Joint | $15,001 - $50,000 |
| Mewbourne Energy Partners 13-A | Other | Joint | $15,001 - $50,000 |
| CFWAX-Calvert Global Water A (NASDAQ) | Fund | Joint | $50,001 - $100,000 |
| VMPAX-Wells Fargo Strategic Municipal Bd A | Fund | Joint | None (or less than $1,001) |
| CTTLX-Calvert Tax-Free Responsible Impact Bd A | Fund | Joint | None (or less than $1,001) |
| RPGXX-Davis Government Money Market F | Fund | Joint | None (or less than $1,001) |
| EKWAX-Wells Fargo Precious Metals A | Fund | Joint | $15,001 - $50,000 |
| PGNAX-Prudential Jennison Natural Resources A | Fund | Joint | $50,001 - $100,000 |
| Cetera | Other | Joint | $1,001 - $15,000 |
| CBS-CBS Corporation (NYSE) | Stock | Member | $1,001 - $15,000 |
| CWGIX-American Funds Capital World G/I A (NASDAQ) | Fund | Member | $50,001 - $100,000 |
| KSRAX-Forward Real Estate Long/Short A (NASDAQ) | Fund | Member | $15,001 - $50,000 |
| AWPAX-AllianceBern Intl Growth A (NASDAQ) | Fund | Spouse | $1,001 - $15,000 |
| NYVTX-Davis NY Venture A (NASDAQ) | Fund | Spouse | $1,001 - $15,000 |
| SMCWX-American Funds SMALLCAP World A (NASDAQ) | Fund | Spouse | $50,001 - $100,000 |
| AEPGX-American Funds EuroPacific Gr A (NASDAQ) | Fund | Spouse | $50,001 - $100,000 |
| MORE-Monogram Residential Trust, Inc. (NYSE) | Stock | Spouse | None (or less than $1,001) |
| Cetera | Other | Spouse | $15,001 - $50,000 |
| ANWPX-American Funds New Perspective A (NASDAQ) | Fund | Spouse | $50,001 - $100,000 |
| DWGAX-American Funds Dvlpg Wld Gr&Inc A (NASDAQ) | Fund | Spouse | $50,001 - $100,000 |
| VINIX-Vanguard Institutional Index I (NASDAQ) | Fund | Member | $250,001 - $500,000 |
| New Mexico Stable Value Fund | Fund | Member | $1,001 - $15,000 |
| Public Employees Retirement Association of New Mexico Pension | Other | Member | Unascertainable |
| Northwestern Mutual Paid Up Life Insurance | Other | Member | $50,001 - $100,000 |
| United States Senate Federal Credit Union | Other | Joint | $1,001 - $15,000 |
How reports are read: holdings methodology.