Congressional stock trades · Member
Robert J. Wittman
Representative · VA-1 · Republican
206 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 Armed Services; House Committee on Natural Resources; House Select Committee on the Strategic Competition Between the United States and the Chinese Communist Party.
| Disclosed | Traded | Days | Owner | Asset | Type | Amount range (as filed) | Source |
|---|---|---|---|---|---|---|---|
| 2026-07-10 | 2026-06-30 | 10 | Member | CCICrown Castle Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-19 | 2023-09-28 | 21 | Member | ABBVAbbVie Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-19 | 2023-09-28 | 21 | Member | HIGHartford Financial Services Group, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-19 | 2023-09-28 | 21 | Member | MSFTMicrosoft Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-19 | 2023-09-28 | 21 | Member | AMZNAmazon.com, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-19 | 2023-09-28 | 21 | Member | WMTWalmart Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-19 | 2023-09-28 | 21 | Member | GOOGAlphabet Inc. - Class C Capital Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-19 | 2023-09-28 | 21 | Member | JPMJP Morgan Chase & Co. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-19 | 2023-09-28 | 21 | Member | AAPLApple Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-19 | 2023-09-28 | 21 | Member | PLDProLogis, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-19 | 2023-09-28 | 21 | Member | EOGEOG Resources, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-19 | 2023-09-28 | 21 | Member | CATCaterpillar, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-19 | 2023-09-28 | 21 | Member | KMIKinder Morgan, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-19 | 2023-09-28 | 21 | Member | UNHUnitedHealth Group Incorporated Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-19 | 2023-09-15 | 34 | Member | IFFInternational Flavors & Fragrances, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-19 | 2023-09-15 | 34 | Member | FISFidelity National Information Services, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-19 | 2023-09-07 | 42 | Member | AMTAmerican Tower Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-09-30 | 2023-08-17 | 44 | Member | PSXPhillips 66 | Sale | $1,001 - $15,000 | Clerk → |
| 2023-09-30 | 2023-07-31 | 61 ·>45 | Member | PGProcter & Gamble Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-09-30 | 2023-07-31 | 61 ·>45 | Member | KMBKimberly-Clark Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-09-30 | 2023-07-27 | 65 ·>45 | Member | UNPUnion Pacific Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-09-30 | 2023-07-21 | 71 ·>45 | Member | DGDollar General Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-09-30 | 2023-07-21 | 71 ·>45 | Member | ZTSZoetis Inc. Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-09-30 | 2023-06-13 | 109 ·>45 | Member | AVGOBroadcom Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-09-30 | 2023-06-13 | 109 ·>45 | Member | CBChubb Limited | Sale | $1,001 - $15,000 | Clerk → |
| 2023-09-30 | 2023-06-13 | 109 ·>45 | Member | SPGIS&P Global Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-09-30 | 2023-04-21 | 162 ·>45 | Member | ACNAccenture plc Class A Ordinary Shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2022-12-07 | 249 ·>45 | Member | MAMastercard Incorporated | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2022-10-08 | 309 ·>45 | Member | ACNAccenture plc Class A Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2022-07-15 | 394 ·>45 | Member | TJXTJX Companies, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2022-02-27 | 532 ·>45 | Member | PDMPiedmont Office Realty Trust, Inc. Class A | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-06-09 | 2023-05-30 | 10 | Member | JPMJP Morgan Chase & Co. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-05-07 | 2023-04-20 | 17 | Member | CSCOCisco Systems, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-05-07 | 2023-04-20 | 17 | Member | XOMExxon Mobil Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-05 | 2023-02-03 | 30 | Member | Ishares MSCI Euro Financial | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-05 | 2023-02-03 | 30 | Member | MSFTMicrosoft Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-03-05 | 2023-02-03 | 30 | Member | Vaneck Morningstar Intl Moat ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-05 | 2023-02-03 | 30 | Member | Global X MSCI Norway ETF | Sale | $1,001 - $15,000 | Clerk → |
| 2023-03-05 | 2023-02-03 | 30 | Member | Ishares US Technology ETF | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-03-05 | 2023-02-03 | 30 | Member | Ishares US Pharmaceuticals ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-05 | 2023-02-03 | 30 | Member | SPDR Bloomberg Short Term HI | Sale | $1,001 - $15,000 | Clerk → |
| 2023-02-15 | 2023-01-20 | 26 | Member | BAXBaxter International Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-02-15 | 2023-01-20 | 26 | Member | Harding Loevner Intl Eqty Inst | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-02-15 | 2023-01-17 | 29 | Member | Vanguard Total Intl Bond ETF | Sale | $15,001 - $50,000 | Clerk → |
| 2023-02-15 | 2023-01-17 | 29 | Member | Metropolitan West Tot Ret Bd I | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-02-15 | 2023-01-17 | 29 | Member | AB Global Bond Adv | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-02-15 | 2023-01-17 | 29 | Member | Vanguard Total Bond Market | Sale | $15,001 - $50,000 | Clerk → |
| 2023-02-15 | 2023-01-04 | 42 | Member | Harding Loevner Intl Eqty Inst | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-02-15 | 2023-01-04 | 42 | Member | Ishares Edge MSCI Min Vol USA | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-02-15 | 2023-01-04 | 42 | Member | Virtus Vontobel Foreign Opp | Sale | $15,001 - $50,000 | Clerk → |
| 2023-02-15 | 2023-01-03 | 43 | Member | ELVElevance Health, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-01-05 | 2022-12-21 | 15 | Member | MCDMcDonald's Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-01-05 | 2022-12-21 | 15 | Member | Vanguard Total Inl Bond ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-01-05 | 2022-12-21 | 15 | Member | Vanguard Total Bond Market ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-01-05 | 2022-12-21 | 15 | Member | DGDollar General Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-01-05 | 2022-12-14 | 22 | Member | Metropolitan West Tot Ret Bd I | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-01-05 | 2022-12-14 | 22 | Member | AB Global Bond Adv | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-01-05 | 2022-12-14 | 22 | Member | Vanguard Total Bond Market ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-01-05 | 2022-12-14 | 22 | Member | Vanguard Total Intl Bond ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-01-05 | 2022-12-07 | 29 | Member | CMCSAComcast Corporation - Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-12-08 | 2022-11-18 | 20 | Member | MSIF Growth I | Sale | $1,001 - $15,000 | Clerk → |
| 2022-12-08 | 2022-11-18 | 20 | Member | AMZNAmazon.com, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-12-08 | 2022-11-17 | 21 | Member | Invesco KBW Bank ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-12-08 | 2022-11-17 | 21 | Member | Invesco QQQ Trust Series 1 | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-12-08 | 2022-11-17 | 21 | Member | iShares 10+ Year Investment | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-12-08 | 2022-11-17 | 21 | Member | Franklin FTSE Japan ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-12-08 | 2022-11-17 | 21 | Member | iShares Core S&P Small Cap E | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-12-08 | 2022-11-17 | 21 | Member | ISHA Curr Hedged MSCI EAFE | Sale | $1,001 - $15,000 | Clerk → |
| 2022-12-08 | 2022-11-17 | 21 | Member | iShares MSCI EAFE Val ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-12-08 | 2022-11-17 | 21 | Member | Ishares 20+yr Treasu Bond ETF | Sale | $1,001 - $15,000 | Clerk → |
| 2022-12-08 | 2022-11-17 | 21 | Member | AAPLApple Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-12-08 | 2022-11-11 | 27 | Member | Ishares US Technology ETF | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-10-05 | 2022-09-27 | 8 | Member | Energy Sel Sect SPDR FD | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-10-05 | 2022-09-27 | 8 | Member | Franklin FTSE UK ETF | Sale | $1,001 - $15,000 | Clerk → |
| 2022-10-05 | 2022-09-27 | 8 | Member | Ishares US Technology ETF | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-10-05 | 2022-09-27 | 8 | Member | Westrock Company | Sale | $1,001 - $15,000 | Clerk → |
| 2022-10-05 | 2022-09-27 | 8 | Member | Ishares 0-5 HY Corp | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-10-05 | 2022-09-27 | 8 | Member | Ishares Core MSCI EAFE ETF | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-10-05 | 2022-09-27 | 8 | Member | JPM Nasdaq Equity Premium | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-10-05 | 2022-09-15 | 20 | Member | IFFInternational Flavors & Fragrances, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-10-05 | 2022-09-15 | 20 | Member | SPDR S&P 500 ETF Trust | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-10-05 | 2022-09-15 | 20 | Member | MAMastercard Incorporated | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-10-05 | 2022-09-15 | 20 | Member | CMCSAComcast Corporation - Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2022-10-05 | 2021-09-27 | 373 ·>45 | Member | Global X US INF DEV ETF | Sale | $1,001 - $15,000 | Clerk → |
| 2022-09-10 | 2022-08-30 | 11 | Member | Virtus Vontobel Foreign Opp | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-09-10 | 2022-08-16 | 25 | Member | Goldman Activebeta US LC ETF | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-09-10 | 2022-08-16 | 25 | Member | iShares US Technology ETF | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-09-10 | 2022-08-10 | 31 | Member | iShares US Technology ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-09-10 | 2022-08-10 | 31 | Member | GOOGAlphabet Inc. - Class C Capital Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-09-10 | 2022-08-10 | 31 | Member | AMZNAmazon.com, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-09-10 | 2022-08-10 | 31 | Member | MSFTMicrosoft Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-09-10 | 2022-08-10 | 31 | Member | SPDR Blackstone Senior Loan | Sale | $1,001 - $15,000 | Clerk → |
| 2022-08-10 | 2022-07-15 | 26 | Member | BAXBaxter International Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-08-10 | 2022-07-15 | 26 | Member | ABTAbbott Laboratories | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-08-10 | 2022-07-15 | 26 | Member | WMTWalmart Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-07-08 | 2022-06-16 | 22 | Member | ABBVAbbVie Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-07-08 | 2022-06-16 | 22 | Member | BAXBaxter International Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-07-08 | 2022-06-16 | 22 | Member | iShares 10-20 Year Treasury Bond ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-07-08 | 2022-06-16 | 22 | Member | iShares 0-5 Year High Yield Corporate Bond ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-07-08 | 2022-06-16 | 22 | Member | iShares Core S&P 500 ETF | Sale | $1,001 - $15,000 | Clerk → |
| 2022-07-08 | 2022-06-16 | 22 | Member | iShares Russell 1000 ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-07-08 | 2022-06-16 | 22 | Member | ABTAbbott Laboratories | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-07-08 | 2022-06-16 | 22 | Member | SPYSPDR S&P 500 | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-07-08 | 2022-06-16 | 22 | Member | TJXTJX Companies, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-07-08 | 2022-06-16 | 22 | Member | Global X Funds Global X U.S. Infrastructure Development ETF | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-07-08 | 2022-06-16 | 22 | Member | WMTWalmart Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-07-08 | 2022-06-16 | 22 | Member | First Trust TCW Opportunistic Fixed Income ETF | Sale | $1,001 - $15,000 | Clerk → |
| 2022-07-08 | 2022-06-16 | 22 | Member | GEGeneral Electric Company | Sale | $1,001 - $15,000 | Clerk → |
| 2022-07-08 | 2022-06-16 | 22 | Member | AMZNAmazon.com, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-07-08 | 2022-06-16 | 22 | Member | WMTWalmart Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-06-04 | 2022-05-10 | 25 | Member | Ishares Core MSCI Europe | Sale | $1,001 - $15,000 | Clerk → |
| 2022-06-04 | 2022-05-10 | 25 | Member | ISHA Curr Hedged MSCI EAFE | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-06-04 | 2022-05-10 | 25 | Member | Ishares MSCI EAFE Grwth EF | Sale | $1,001 - $15,000 | Clerk → |
| 2022-06-04 | 2022-05-10 | 25 | Member | JPMorgan Equity Premium Inco | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-06-04 | 2022-05-10 | 25 | Member | Ishares Core MSCI EAFE ETF | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-06-04 | 2022-05-10 | 25 | Member | Ishares 0-5 HY Corp | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-06-04 | 2022-05-10 | 25 | Member | SBUXStarbucks Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2022-06-04 | 2022-05-10 | 25 | Member | JPMorgan Betabuilders Canada | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-06-04 | 2022-05-10 | 25 | Joint | Duke Realty Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-06-04 | 2022-05-10 | 25 | Member | SPDR Blackstone Senior Loan | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-06-04 | 2022-05-10 | 25 | Member | Vanguard Total Bond Market | Sale | $1,001 - $15,000 | Clerk → |
| 2022-05-13 | 2022-04-26 | 17 | Member | Putnam Ultra Sht Dur Inc A | Sale | $1,001 - $15,000 | Clerk → |
| 2022-05-13 | 2022-04-19 | 24 | Member | ABTAbbott Laboratories | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-05-13 | 2022-04-19 | 24 | Member | Ishares Russell 1000 ETF | Sale | $1,001 - $15,000 | Clerk → |
| 2022-05-13 | 2022-04-19 | 24 | Member | SPDR S&P 500 ETF Trust | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-05-13 | 2022-04-19 | 24 | Member | TJXTJX Companies, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-04-09 | 2022-03-29 | 11 | Member | GEGeneral Electric Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-04-09 | 2022-03-29 | 11 | Member | RIORio Tinto Plc | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-04-09 | 2022-03-29 | 11 | Member | CATCaterpillar, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-04-09 | 2022-03-29 | 11 | Member | HIGHartford Financial Services Group, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-04-09 | 2022-03-29 | 11 | Member | iShares 20+ Year Treasury Bond ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-04-09 | 2022-03-15 | 25 | Member | ABTAbbott Laboratories | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-04-09 | 2022-03-15 | 25 | Member | SPYSPDR S&P 500 | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-04-09 | 2022-03-15 | 25 | Member | iShares Russell 1000 ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-04-09 | 2022-03-15 | 25 | Member | TJXTJX Companies, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-04-09 | 2022-03-08 | 32 | Member | Vanguard Total Bond Index Fund | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-04-09 | 2022-03-08 | 32 | Member | iShares 0-5 Year High Yield Corporate Bond ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-04-09 | 2022-03-08 | 32 | Member | Vanguard Intermediate Term Cor | Sale | $1,001 - $15,000 | Clerk → |
| 2022-04-09 | 2022-03-08 | 32 | Member | Kinder Morgan, Inc. Warrants Expiring 2017 | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-03-09 | 2022-02-28 | 9 | Member | MAMastercard Incorporated | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-03-09 | 2022-02-28 | 9 | Member | MRKMerck & Company, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2022-02-13 | 2022-01-28 | 16 | Member | Invesco S&P 500 High beta ETF | Sale | $1,001 - $15,000 | Clerk → |
| 2022-02-13 | 2022-01-28 | 16 | Member | AAPLApple Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-02-13 | 2022-01-28 | 16 | Member | IShares MSCI EAFE growth ETF | Sale | $1,001 - $15,000 | Clerk → |
| 2022-02-13 | 2022-01-28 | 16 | Member | SPDR Select Sector Fund - Energy Select Sector | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-02-13 | 2022-01-28 | 16 | Member | IShares Core MSCI Europe ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-02-13 | 2022-01-28 | 16 | Member | METAMeta Platforms, Inc. - Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-02-13 | 2022-01-28 | 16 | Member | Franklin FTSE united Kingdom ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-02-13 | 2022-01-14 | 30 | Member | LMTLockheed Martin Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2022-02-13 | 2022-01-14 | 30 | Member | SPYSPDR S&P 500 | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-02-13 | 2022-01-14 | 30 | Member | HONHoneywell International Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2022-02-13 | 2022-01-05 | 39 | Member | SPYSPDR S&P 500 | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-01-09 | 2021-12-16 | 24 | Member | NOCNorthrop grumman Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2022-01-09 | 2021-12-16 | 24 | Member | Westrock Company Common Stock Ex-distribution When Issued | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-01-09 | 2021-12-16 | 24 | Member | SBUXStarbucks Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-01-09 | 2021-12-16 | 24 | Member | EOGEOG Resources, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-01-09 | 2021-12-16 | 24 | Member | TGTTarget Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2022-01-09 | 2021-12-16 | 24 | Member | BSXBoston Scientific Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2022-01-09 | 2021-12-16 | 24 | Member | TAT&T Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-01-09 | 2021-12-14 | 26 | Member | WMTWalmart Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-01-09 | 2021-12-14 | 26 | Member | NEENextEra Energy, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-01-09 | 2021-12-14 | 26 | Member | CMECME group Inc. - Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2022-01-09 | 2021-12-09 | 31 | Member | TAT&T Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-10-18 | 2021-09-30 | 18 | Member | CyrusOne Inc | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-18 | 2021-09-13 | 35 | Member | TJXTJX Companies, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-18 | 2021-09-13 | 35 | Member | JNJJohnson & Johnson | Sale | $1,001 - $15,000 | Clerk → |
| 2021-10-18 | 2021-09-10 | 38 | Member | JNJJohnson & Johnson | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-10-18 | 2021-09-01 | 47 ·>45 | Spouse | RGLDRoyal gold, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2021-08-26 | 28 | Member | CSCOCisco Systems, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-06-08 | 2021-05-14 | 25 | Member | DGDollar general Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2021-06-08 | 2021-05-14 | 25 | Member | UPSUnited Parcel Service, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-05-12 | 2021-04-22 | 20 | Member | AVGOBroadcom Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-12 | 2021-03-31 | 12 | Member | LOWLowe's Companies, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-04-12 | 2021-03-31 | 12 | Member | GEGeneral Electric Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-03-17 | 2021-02-18 | 27 | Member | PGRProgressive Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2021-02-22 | 2021-01-13 | 40 | Member | VVisa Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-02-22 | 2021-01-13 | 40 | Member | CATCaterpillar, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-26 | 2020-07-02 | 208 ·>45 | Member | VVisa Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-26 | 2020-07-02 | 208 ·>45 | Member | RGLDRoyal gold, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-26 | 2020-07-02 | 208 ·>45 | Member | KMBKimberly-Clark Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-26 | 2020-07-02 | 208 ·>45 | Member | DUKDuke Energy Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2021-01-26 | 2020-07-02 | 208 ·>45 | Member | CCICrown Castle International Corp. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-26 | 2020-07-02 | 208 ·>45 | Member | HDHome depot, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-26 | 2020-07-02 | 208 ·>45 | Member | CVSCVS Health Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2021-01-26 | 2020-07-02 | 208 ·>45 | Member | COSTCostco Wholesale Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-19 | 2020-12-31 | 19 | Member | CVSCVS Health Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2021-01-19 | 2020-12-31 | 19 | Member | People's United Financial, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2020-12-15 | 2020-11-20 | 25 | Member | DISWalt Disney Company | Sale | $1,001 - $15,000 | Clerk → |
| 2020-11-19 | 2020-10-16 | 34 | Member | SCHWCharles Schwab Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-11-19 | 2020-10-16 | 34 | Member | AXPAmerican Express Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-11-19 | 2020-10-16 | 34 | Member | IFFInternationa Flavors & Fragrances, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-11-19 | 2020-10-16 | 34 | Member | ELVAnthem, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-11-19 | 2020-10-02 | 48 ·>45 | Member | MSFTMicrosoft Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-11-19 | 2020-10-02 | 48 ·>45 | Member | BSXBoston Scientific Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-11-19 | 2020-10-02 | 48 ·>45 | Member | PGRProgressive Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-07-07 | 2020-06-22 | 15 | Member | PNCPNC Financial Services group, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-07-07 | 2020-06-22 | 15 | Member | MSIMotorola Solutions, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-06-08 | 2020-05-22 | 17 | Member | BDXBecton, Dickinson and Company | Sale | $1,001 - $15,000 | Clerk → |
| 2020-06-08 | 2020-05-21 | 18 | Member | XOMExxon Mobil Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-06-08 | 2020-05-21 | 18 | Member | LOWLowe's Companies, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2016 report.
182 assets with a value on the report filed 2017-06-08, 52 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) |
|---|---|---|---|
| 401 (a) Cash Match Plan | Other | Member | $1,001 - $15,000 |
| Flexshares Tr Ready access Var Inc Fd | Other | Spouse | $1,001 - $15,000 |
| Ishares Core S&P 500 | Other | Spouse | $1,001 - $15,000 |
| Ishares Iboxx $ Investment Grade Co | Other | Spouse | $1,001 - $15,000 |
| Ishares Inc MSCI Global Silver Miners ETF | Other | Spouse | $1,001 - $15,000 |
| Ishares Msci acwi Ex US | Other | Spouse | $1 - $1,000 |
| Ishares MSCI ACWI EX US ETF | Other | Spouse | $1,001 - $15,000 |
| Ishares Msci Eafe Value | Other | Spouse | $1,001 - $15,000 |
| Ishares North american Natural Res | Other | Spouse | $1,001 - $15,000 |
| Ishares Residential Real Estate Capped | Other | Spouse | $1,001 - $15,000 |
| Ishares Tr Russell 2000 Value | Other | Spouse | $1,001 - $15,000 |
| Market Vectors Gold Miners ETF | Other | Spouse | $1,001 - $15,000 |
| Merk Hard Currency Fund Inv Class | Other | Spouse | $1,001 - $15,000 |
| Money Market Model - MMM | Other | Spouse | $1,001 - $15,000 |
| Schwab Strategic Tr US REIT | Other | Spouse | $1,001 - $15,000 |
| Vanguard Dividend app'n Vipers | Other | Spouse | $1,001 - $15,000 |
| Vanguard High Dividend | Other | Spouse | $1,001 - $15,000 |
| Vanguard Index Fds S&P 500 | Other | Spouse | $1,001 - $15,000 |
| 457 Deferred Compensation Plan | Other | Member | $15,001 - $50,000 |
| AB Global Bond adv | Other | Member | $1,001 - $15,000 |
| ABBVAbbVie Inc. | Stock | Member | $1,001 - $15,000 |
| ACNAccenture plc Class a Ordinary Shares | Stock | Member | $1,001 - $15,000 |
| Ace Limited | Other | Member | None |
| Aetna Inc. | Other | Member | $15,001 - $50,000 |
| American Century Inter Term Tax Free | Other | Member | None |
| American Century Tax-Free Bond Inv | Other | Member | None |
| Anthem, Inc. | Other | Spouse | $1,001 - $15,000 |
| AAPLApple Inc. | Stock | Member | $1,001 - $15,000 |
| Assetmark Trust Co | Other | Spouse | $15,001 - $50,000 |
| Eaton Vance Floating Rate a | Other | Spouse | $1,001 - $15,000 |
| Eaton Vance Glbl Macro abs Ret adv a | Other | Spouse | $1,001 - $15,000 |
| Eaton Vance Hewxavest Glb Eq a | Other | Spouse | $1,001 - $15,000 |
| Eaton Vance Invest Grade Income a | Other | Spouse | $1,001 - $15,000 |
| Eaton Vance Multi Strat absolute Ret a | Other | Spouse | $1,001 - $15,000 |
| Eaton Vance Multi Strategy all a | Other | Spouse | $1,001 - $15,000 |
| TAT&T Inc. | Stock | Member | $1,001 - $15,000 |
| Bank of Lancaster Money Market account | Other | Member | $1,001 - $15,000 |
| Bay Banks Of Virginia Inc | Other | Member | $1,001 - $15,000 |
| Blackrock High Yield Bd Port | Other | Member | None |
| Blackrock Strategic Inc Opp I | Other | Member | $1,001 - $15,000 |
| BLKBlackRock, Inc. | Stock | Member | $1,001 - $15,000 |
| BABoeing Company | Stock | Member | None |
| Brandes Intl Small Cap Eq I | Other | Member | $1,001 - $15,000 |
| CVXChevron Corporation | Stock | Member | $1,001 - $15,000 |
| CVXChevron Corporation | Stock | Spouse | $1,001 - $15,000 |
| Cohen & Steers Realty Shares | Other | Member | None |
| CLColgate-Palmolive Company | Stock | Member | $1,001 - $15,000 |
| CVSCVS Health Corporation | Stock | Member | $1,001 - $15,000 |
| CBD/B/A Chubb Limited New | Stock | Member | $1,001 - $15,000 |
| Discover Financial Services | Other | Member | $1,001 - $15,000 |
| DDominion Resources, Inc. | Stock | Member | $15,001 - $50,000 |
| DUKDuke Energy Corporation | Stock | Member | $1,001 - $15,000 |
| EMC Corporation | Other | Member | None |
| EXRExtra Space Storage Inc | Stock | Member | $1,001 - $15,000 |
| Federated Fund U.S. Government Securities | Other | Member | $1,001 - $15,000 |
| Federated High Yield Trust | Other | Member | $1,001 - $15,000 |
| Federated Total Return Bond Fd SS | Other | Member | $1,001 - $15,000 |
| FISFidelity National Information Services, Inc. | Stock | Member | $1,001 - $15,000 |
| First Eagle Overseas I | Other | Member | $1,001 - $15,000 |
| Frontier Communications Corporation | Other | Spouse | $1 - $1,000 |
| GMGeneral Motors Company | Stock | Member | $1,001 - $15,000 |
| Harbor Intl Fund Inv Ci | Other | Member | None |
| HIGHartford Financial Services Group, Inc. | Stock | Member | $1,001 - $15,000 |
| Highland Lg Sht Healthcare Z | Other | Member | None |
| HONHoneywell International Inc. | Stock | Member | $1,001 - $15,000 |
| IRIngersoll-Rand plc | Stock | Member | $1,001 - $15,000 |
| VVRInvesco Senior Income Trust Common Stock | Stock | Member | $1,001 - $15,000 |
| ITTITT Corporation Common Stock New | Stock | Member | $1,001 - $15,000 |
| J Hancock3 Disciplined Value Cl a | Other | Member | None |
| J Hancock3 Select Growth Fd a | Other | Member | None |
| JNJJohnson & Johnson | Stock | Member | $1,001 - $15,000 |
| JPMJP Morgan Chase & Co. | Stock | Member | $1,001 - $15,000 |
| KMIKinder Morgan, Inc. | Stock | Member | None |
| LMTLockheed Martin Corporation | Stock | Member | $1,001 - $15,000 |
| Loomis Sayles Global Bd Fd Cl R | Other | Member | None |
| LOWLowe's Companies, Inc. | Stock | Member | $1,001 - $15,000 |
| MMacy's Inc | Stock | Member | None |
| Mainstay High Yield Corp Bd a | Other | Member | None |
| Mainstay Icap Select Eq I | Other | Member | None |
| Manning & Napier Pro Blend Extended Term | Other | Member | None |
| MARMarriott International - Class a | Stock | Member | $1,001 - $15,000 |
| Marsh & McLennan Companies, Inc. | Other | Member | $1,001 - $15,000 |
| Media General, Inc. | Other | Spouse | $1 - $1,000 |
| MDTMedtronic plc. Ordinary Shares | Stock | Member | $1,001 - $15,000 |
| Met Life (Universal Life Insurance) | Other | Spouse | $1,001 - $15,000 |
| Met Life (Universal Life Insurance) | Other | Member | $1,001 - $15,000 |
| Met Life Inc. 6.5% Ser B | Other | Member | $1,001 - $15,000 |
| Metropolitan West Tot Ret Bd I | Other | Member | $1,001 - $15,000 |
| MSFTMicrosoft Corporation | Stock | Member | $1,001 - $15,000 |
| MDLZMondelez International, Inc. - Class a | Stock | Member | $1,001 - $15,000 |
| Monsanto Company | Other | Member | $1,001 - $15,000 |
| Morgan Stanley Bank Money Market | Other | Member | $1,001 - $15,000 |
| Blackrock Strategic Inc Opp I | Other | Member | $1,001 - $15,000 |
| BMYBristol-Myers Squibb Company | Stock | Member | None |
| BMYBristol-Myers Squibb Company | Stock | Member | None |
| Cons Staples Sel Sect SPDR Fd | Other | Member | $1,001 - $15,000 |
| Deutsche X-Trackers MSCI EAF | Other | Member | None |
| EFTEaton Vance Floating Rate Income Trust Common Shares of Beneficial Interest | Stock | Member | $1,001 - $15,000 |
| First Trust AMEX Biotech | Other | Member | None |
| First Trust Utlts alphadex ETF | Other | Member | $1,001 - $15,000 |
| Flexshares Qualt Divd Idx ETF | Other | Member | $1,001 - $15,000 |
| Global X MSCI Norway ETF | Other | Member | $1,001 - $15,000 |
| Goldman ActiveBeta US LC ETF | Other | Member | $1,001 - $15,000 |
| Guggenheim Macro Opport I | Other | Member | $1,001 - $15,000 |
| ISHA Hedged MSCI Germany | Other | Member | None |
| Ishares asia 50 FTE | Other | Member | $1,001 - $15,000 |
| Ishares Core MSCI Emerging | Other | Member | $1,001 - $15,000 |
| Ishares Curr Hedged MSCI Japan | Other | Member | $1,001 - $15,000 |
| Ishares Intl Select Div ETF | Other | Member | $1,001 - $15,000 |
| Ishares MSCI australia ETF | Other | Member | $1,001 - $15,000 |
| Ishares MSCI Eafe Grwth ETF | Other | Member | $1,001 - $15,000 |
| Ishares MSCI EAFE Val ETF | Other | Member | $1,001 - $15,000 |
| Ishares MSCI Japan ETF | Other | Member | None |
| Ishares Nasdaq Biotech ETF | Other | Member | $1,001 - $15,000 |
| Ishares SP Small Cap 600 Index | Other | Member | $1 - $1,000 |
| Ishares US Consumer Goods ETF | Other | Member | $1,001 - $15,000 |
| Ishares US Fin Services ETF | Other | Member | $1,001 - $15,000 |
| Ishares US Healthdcare Prov ETF | Other | Member | $1,001 - $15,000 |
| Ishares US Home Construct ETF | Other | Member | None |
| Market Vectors Oil Service | Other | Member | None |
| Powershares aero & Def PTF | Other | Member | $1,001 - $15,000 |
| Powershares Europe Curr Hed LV | Other | Member | $1,001 - $15,000 |
| Powershares KBW Bank Portfolio | Other | Member | $1,001 - $15,000 |
| Powershares QQQ TR | Other | Member | $1,001 - $15,000 |
| Powershares S&P 500 X-Rate | Other | Member | $1,001 - $15,000 |
| S&P 500 Index Fund | Other | Member | $1,001 - $15,000 |
| Select Sector SPDR ETF | Other | Member | $1 - $1,000 |
| SPDR S&P Capital Markets | Other | Member | $1,001 - $15,000 |
| SPDR Morgan Stanley Technology | Other | Member | $1,001 - $15,000 |
| SPDR S&P Transn ETF | Other | Member | $1,001 - $15,000 |
| The Financial Sel Sect SPDR FD | Other | Member | $1,001 - $15,000 |
| UBS E-Tracks alerian MLP | Other | Member | $1,001 - $15,000 |
| US Energy ETF | Other | Member | $1,001 - $15,000 |
| Vanguard European MSCI | Other | Member | None |
| Vanguard FTSE Developed Mkts | Other | Member | None |
| Vanguard Info Tech ETF | Other | Member | $1,001 - $15,000 |
| Vanguard Tele Svcs ETF Index | Other | Member | None |
| Wisdomtree Euro Sm Cap Div ETF | Other | Member | None |
| Wisdomtree Europe Hedged Equit | Other | Member | $1,001 - $15,000 |
| WisdomTree Europe Hedged SmallCap Equity Fund | Other | Member | $15,001 - $50,000 |
| Wisdomtree Japan Holding Real Estate | Other | Member | None |
| Wisdomtree Low P/E ETF | Other | Member | $1,001 - $15,000 |
| Wisdomtree Tr Itl Hdg Qtly Div | Other | Member | $1,001 - $15,000 |
| Wisdomtree Trust Japn Hedge Eq | Other | Member | None |
| Wisdontree Japan Sm Cap Div | Other | Member | $1,001 - $15,000 |
| National Western Life annuity | Other | Spouse | $15,001 - $50,000 |
| Nationwide Geneva Smcp Gw F | Other | Member | $1,001 - $15,000 |
| Neuberger Intrinsic Value Inst | Other | Member | $1,001 - $15,000 |
| NEENextEra Energy, Inc. | Stock | Member | $1,001 - $15,000 |
| Nielsen N.V. Ordinary Shares | Other | Member | $1,001 - $15,000 |
| NVONovo Nordisk A/S | Stock | Member | $1,001 - $15,000 |
| Pacific adv Small Cap Value Fd a | Other | Member | None |
| PKGPackaging Corporation of america | Stock | Member | $1,001 - $15,000 |
| Peoples Bankshares, Inc | Other | Spouse | $15,001 - $50,000 |
| Peoples Community Bank accounts | Other | Joint | $15,001 - $50,000 |
| People's United Financial, Inc. | Other | Member | $15,001 - $50,000 |
| PEPCO Holdings, Inc | Other | Member | $1,001 - $15,000 |
| PEPPepsico, Inc. | Stock | Member | $1,001 - $15,000 |
| PFEPfizer, Inc. | Stock | Member | $1,001 - $15,000 |
| PSXPhillips 66 | Stock | Member | $1,001 - $15,000 |
| PDMPiedmont Office Realty Trust, Inc. Class a | Stock | Spouse | $1,001 - $15,000 |
| Praxair, Inc. | Other | Member | $1,001 - $15,000 |
| Principal Midcap P | Other | Member | $1,001 - $15,000 |
| Prinicpal Preferred Sec Inst | Other | Member | $1,001 - $15,000 |
| Rental Property | Other | Joint | $500,001 - $1,000,000 |
| Rental Property (50% ownership) | Other | Spouse | $50,001 - $100,000 |
| Ridgeworth US Gov Sec Ultra Short Bd I | Other | Member | $1,001 - $15,000 |
| SLBSchlumberger N.V. | Stock | Member | $1,001 - $15,000 |
| Starwood Hotels & Resorts Worldwide, Inc. | Other | Member | None |
| TELTE Connectivity Ltd. New Switzerland Registered Shares | Stock | Member | $1,001 - $15,000 |
| UNPUnion Pacific Corporation | Stock | Member | $1,001 - $15,000 |
| UNHUnitedHealth Group Incorporated Common Stock | Stock | Member | $1,001 - $15,000 |
| VFCV.F. Corporation | Stock | Member | $1,001 - $15,000 |
| VZVerizon Communications Inc. | Stock | Spouse | $1,001 - $15,000 |
| Virginia Retirement System | Other | Member | $100,001 - $250,000 |
| Virginia Retirement System | Other | Spouse | $100,001 - $250,000 |
| Virtus Foreign Opport I | Other | Member | $1,001 - $15,000 |
| DISWalt Disney Company | Stock | Member | $1,001 - $15,000 |
| WECWEC Energy Group, Inc. | Stock | Member | $1,001 - $15,000 |
| WFCWells Fargo & Company | Stock | Member | $1,001 - $15,000 |
| WHRWhirlpool Corporation | Stock | Member | $1,001 - $15,000 |
| XYLXylem Inc. Common Stock New | Stock | Member | $1,001 - $15,000 |
How reports are read: holdings methodology.