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 2021 report.
29 assets with a value on the report filed 2021-04-30, 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 | $50,001 - $100,000 |
| ClearBridge Large-Cap Value | Fund | Joint | $50,001 - $100,000 |
| Oppenheimer Main Street Core | Fund | Joint | $50,001 - $100,000 |
| MFS International Large-Cap | Fund | Joint | $50,001 - $100,000 |
| Portfolio Optimization Moderate | Fund | Joint | $1,000,001 - $5,000,000 |
| TransAmerica Aegon Sustainable Equity Income | Fund | Joint | $100,001 - $250,000 |
| TransAmerica Morgan Stanley Capital Growth | Fund | Joint | $500,001 - $1,000,000 |
| BRK.BBerkshire Hathaway Inc. (NYSE) | Stock | Joint | $100,001 - $250,000 |
| American Funds Capital Income Builder Class A | Fund | Joint | $50,001 - $100,000 |
| Franklin High Yield Tax Free Income Fund Class A1 | Fund | Joint | $15,001 - $50,000 |
| American Funds The Growth Fund of America Class A | Fund | Joint | $100,001 - $250,000 |
| American Funds New Perspective Fund Class A | Fund | Joint | $100,001 - $250,000 |
| American Funds New World Fund Class A | Fund | Joint | $100,001 - $250,000 |
| Wells Fargo Intrinsic World Equity Fund - Class A | Fund | Joint | $100,001 - $250,000 |
| Calvert Global Water Fund Class A | Fund | Joint | $50,001 - $100,000 |
| Wells Fargo Precious Metals Fund - Class A | Fund | Joint | $15,001 - $50,000 |
| PGIM Jennison Natural Resources Fund - Class A | Fund | Joint | $15,001 - $50,000 |
| Cetera | Other | Joint | $1,001 - $15,000 |
| American Funds Capital World Growth and Income Fun | Fund | Member | $50,001 - $100,000 |
| Vanguard Global ex-U.S. Real Estate Index Fund Adm | Fund | Member | $15,001 - $50,000 |
| New Mexico Stable Value Fund | Fund | Member | $1,001 - $15,000 |
| Vanguard Institutional Index Fund Institutional Pl | Fund | Member | $250,001 - $500,000 |
| 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 | $15,001 - $50,000 |
| American Funds Developing World Growth and Income | Fund | Spouse | $50,001 - $100,000 |
| American Funds EuroPacific Growth Fund Class A | Fund | Spouse | $50,001 - $100,000 |
| American Funds New Perspective Fund Class A | Fund | Spouse | $50,001 - $100,000 |
| American Funds SMALLCAP World Fund Class A | Fund | Spouse | $100,001 - $250,000 |
How reports are read: holdings methodology.