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 2020 report.
156 assets with a value on the report filed 2021-08-24, 74 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 |
| 457 Deferred Compensation Plan | Other | Member | $50,001 - $100,000 |
| ELVAnthem, Inc. | Stock | Spouse | $15,001 - $50,000 |
| AXA/Legg Mason Strat Alloc GB | Fund | Spouse | $100,001 - $250,000 |
| Ishares S&P US PFD Stk Idx Fd | Fund | Member | None |
| 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% Series B | Other | Member | $1,001 - $15,000 |
| AB Global Bond Adv | Fund | Member | $15,001 - $50,000 |
| ABBVAbbVie Inc. | Stock | Member | $1,001 - $15,000 |
| ACNAccenture plc Class A Ordinary Shares | Stock | Member | $1,001 - $15,000 |
| Allergan plc Ordinary Shares | Stock | Member | None |
| AXPAmerican Express Company | Stock | Member | None |
| AXPAmerican Express Company | Stock | Member | $1,001 - $15,000 |
| AXPAmerican Express Company | Stock | Member | $1,001 - $15,000 |
| AMG Timessquare Intl Sm Cap | Fund | Member | None |
| ELVAnthem, Inc. | Stock | Member | $1,001 - $15,000 |
| ELVAnthem, Inc. | Stock | Spouse | $1,001 - $15,000 |
| AAPLApple Inc. | Stock | Member | $1,001 - $15,000 |
| TAT&T Inc. | Stock | Member | $1,001 - $15,000 |
| BDXBecton, Dickinson and Company | Stock | Member | None |
| Blackrock Straregic Inc Opp I | Fund | Member | None |
| Blackrock Strategic Inc Opp 1 | Fund | Member | None |
| BLKBlackRock, Inc. | Stock | Member | None |
| SCHWCharles Schwab Corporation | Stock | Member | $1,001 - $15,000 |
| CVXChevron Corporation | Stock | Member | $1,001 - $15,000 |
| CVXChevron Corporation | Stock | Member | $1,001 - $15,000 |
| CBChubb Limited | Stock | Member | None |
| CSCOCisco Systems, Inc. | Stock | Member | $1,001 - $15,000 |
| CMECME Group Inc. - Class A | Stock | Member | $1,001 - $15,000 |
| CLColgate-Palmolive Company | Stock | Member | $1,001 - $15,000 |
| CMCSAComcast Corporation - Class A | Stock | Member | $1,001 - $15,000 |
| CVSCVS Health Corporation | Stock | Member | $1,001 - $15,000 |
| CyrusOne Inc | Stock | Member | $1,001 - $15,000 |
| CBD/B/A Chubb Limited New | Stock | Member | $1,001 - $15,000 |
| Dominion Energy Corporation | Fund | Member | None |
| DUKDuke Energy Corporation | Stock | Member | None |
| Duke Realty Corporation | Stock | Member | $1,001 - $15,000 |
| XOMExxon Mobil Corporation | Stock | Member | None |
| FISFidelity National Information Services, Inc. | Stock | Member | $1,001 - $15,000 |
| First Eagle Overseas I | Fund | Member | $15,001 - $50,000 |
| HIGHartford Financial Services Group, Inc. | Stock | Member | None |
| HONHoneywell International Inc. | Stock | Member | $1,001 - $15,000 |
| IRIngersoll-Rand plc | Stock | Member | None |
| IFFInternationa Flavors & Fragrances, Inc. | Stock | Member | $1,001 - $15,000 |
| IFFInternationa Flavors & Fragrances, Inc. | Stock | Member | $1,001 - $15,000 |
| Ishares Edge MSCI Min Vol EAFE | Fund | Member | None |
| Ishares Edge MSCI MIN VOL EAFE | Fund | Member | $15,001 - $50,000 |
| ITTITT Corporation Common Stock New | Stock | Member | None |
| JNJJohnson & Johnson | Stock | Member | $1,001 - $15,000 |
| JPMJP Morgan Chase & Co. | Stock | Member | $1,001 - $15,000 |
| LINLinde plc Ordinary Share | Stock | Member | $1,001 - $15,000 |
| LMTLockheed Martin Corporation | Stock | Member | $1,001 - $15,000 |
| LOWLowe's Companies, Inc. | Stock | Member | $1,001 - $15,000 |
| MARMarriott International - Class A | Stock | Member | None |
| MRSHMarsh & McLennan Companies, Inc. | Stock | Member | $1,001 - $15,000 |
| MCDMcDonald's Corporation | Stock | Member | $1,001 - $15,000 |
| MDTMedtronic plc. Ordinary Shares | Stock | Member | $1,001 - $15,000 |
| MRKMerck & Company, Inc. Common Stock | Stock | Member | $1,001 - $15,000 |
| Metropolitan West Total Return | Fund | Member | $15,001 - $50,000 |
| MSFTMicrosoft Corporation | Stock | Member | $1,001 - $15,000 |
| MDLZMondelez International, Inc. - Class A | Stock | Member | $1,001 - $15,000 |
| Morgan Stanley Bank Money Market | Other | Member | $15,001 - $50,000 |
| MSIMotorola Solutions, Inc. | Stock | Member | $1,001 - $15,000 |
| Nationwide Geneva Smcp Gw F | Fund | Member | None |
| Nationwide Geneva SMCP GW F | Fund | Member | $1,001 - $15,000 |
| Neuberger Intrinsic Value Inst | Fund | Member | $15,001 - $50,000 |
| NEENextEra Energy, Inc. | Stock | Member | $1,001 - $15,000 |
| PKGPackaging Corporation of America | Stock | Member | $1,001 - $15,000 |
| Peoples Bankshares, Inc | Other | Member | $15,001 - $50,000 |
| People's United Financial, Inc. | Stock | Member | None |
| PEPPepsico, Inc. | Stock | Member | $1,001 - $15,000 |
| PMPhilip Morris International Inc | Stock | Member | $1,001 - $15,000 |
| PSXPhillips 66 | Stock | Member | $1,001 - $15,000 |
| PDMPiedmont Office Realty Trust, Inc. Class A | Stock | Member | $1,001 - $15,000 |
| PNCPNC Financial Services Group, Inc. | Stock | Member | None |
| Principal Midcap Instl | Fund | Member | $15,001 - $50,000 |
| Principal Preferred Sec Inst | Fund | Member | $15,001 - $50,000 |
| Principal Spc Pfr&Sec Inc i | Fund | Member | $15,001 - $50,000 |
| Principal Spc Prf&Sec Inc I | Fund | Member | $15,001 - $50,000 |
| ORealty Income Corporation | Stock | Member | None |
| TXNTexas Instruments Incorporated | Stock | Member | $1,001 - $15,000 |
| TTTrane Technologies plc | 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 |
| Vanguard Total Bond Market | Fund | Member | None |
| VZVerizon Communications Inc. | Stock | Member | $15,001 - $50,000 |
| Virtus Vontobel Foreign Opp I | Fund | Member | $15,001 - $50,000 |
| DISWalt Disney Company | Stock | Member | None |
| WECWEC Energy Group, Inc. | Stock | Member | $1,001 - $15,000 |
| XYLXylem Inc. Common Stock New | Stock | Member | None |
| Morgan Stanley Bank N.A. | Other | Member | $1,001 - $15,000 |
| Alliance Bernstein Income Adv | Fund | Spouse | $1,001 - $15,000 |
| BSXBoston Scientific Corporation | Stock | Member | $1,001 - $15,000 |
| Cons Discret Sel Sect SPDR | Fund | Member | None |
| DGDollar General Corporation | Stock | Member | $1,001 - $15,000 |
| DGDollar General Corporation | Stock | Member | None |
| XOMExxon Mobil Corporation | Stock | Member | None |
| First Trust Rising Div Achiev | Fund | Spouse | $1,001 - $15,000 |
| First Trust Utlts Alphadex EFT | Fund | Member | None |
| First Trust Utlts Alphadex ETF | Fund | Member | $1,001 - $15,000 |
| FT-Preferred Secur & Inc ETF | Fund | Spouse | $1,001 - $15,000 |
| Global X US Inf Dev ETF | Fund | Member | $1,001 - $15,000 |
| Goldman Activebeta US LC ETF | Fund | Member | $15,001 - $50,000 |
| Guggenheim Macro Opport I | Fund | Member | $1,001 - $15,000 |
| Health Care Sel Sect Spdr Fd | Fund | Member | None |
| Invesco Aerospace & Defense EFT | Fund | Member | None |
| Invesco QQQ TR | Fund | Member | $1,001 - $15,000 |
| Invesco S&P 500 Equal Weight ETF | Fund | Member | $1,001 - $15,000 |
| Invesco S&P 500 High Beta ETF | Fund | Member | $1,001 - $15,000 |
| Invesco S&P Equal Weight E | Fund | Member | None |
| Ishares 20+yr Treasu Bond ETF | Fund | Member | None |
| Ishares Core MSCI Eafe EF | Fund | Member | $1,001 - $15,000 |
| Ishares Core MSCI Emerging | Fund | Member | $1,001 - $15,000 |
| Ishares Core MSCI Europe | Fund | Member | $1,001 - $15,000 |
| Ishares Core S&P 500 ETF | Fund | Member | $1,001 - $15,000 |
| Ishares Edge MSCI Min Vol USA | Fund | Spouse | $1,001 - $15,000 |
| Ishares MSCI Asia Ex Japan ETF | Fund | Member | None |
| Ishares MSCI Canada ETF | Fund | Member | None |
| Ishares MSCI Eafe ETF | Fund | Member | None |
| Ishares MSCI Eafe Grwth ETF | Fund | Member | $1,001 - $15,000 |
| Ishares MSCI EAFE Val ETF | Fund | Member | $1,001 - $15,000 |
| Ishares S&P 500 Val ETF | Fund | Member | $1,001 - $15,000 |
| Ishares US Consumer Goods ETF | Fund | Member | None |
| Ishares US Fin Services ETF | Fund | Member | $1,001 - $15,000 |
| Ishares US Medical Dev ETF | Fund | Member | $1,001 - $15,000 |
| Ishares US Technology ETF | Fund | Member | $1,001 - $15,000 |
| JP Morgan Betabuilders Japan ET | Fund | Member | $1,001 - $15,000 |
| JP Morgan Income Builder I | Fund | Spouse | $1,001 - $15,000 |
| JPM Diversified Ret Intl WQ | Fund | Member | $1,001 - $15,000 |
| LOWLowe's Companies, Inc. | Stock | Member | $1,001 - $15,000 |
| MSFTMicrosoft Corporation | Stock | Member | $1,001 - $15,000 |
| Principal GLB Dives Inc West | Fund | Spouse | $1,001 - $15,000 |
| PGRProgressive Corporation | Stock | Member | $1,001 - $15,000 |
| PLDProLogis, Inc. | Stock | Member | $1,001 - $15,000 |
| Proshares RSL 2000 DVD ETF | Fund | Spouse | $1,001 - $15,000 |
| SBUXStarbucks Corporation | Stock | Member | None |
| TGTTarget Corporation | Stock | Member | $1,001 - $15,000 |
| The Financial Sel Sect SPDR FD | Fund | Member | None |
| UPSUnited Parcel Service, Inc. | Stock | Member | $1,001 - $15,000 |
| UPSUnited Parcel Service, Inc. | Stock | Member | None |
| UNHUnitedHealth Group Incorporated Common Stock | Stock | Member | $1,001 - $15,000 |
| Vaneck Fallen Angel High Yield | Fund | Member | $1,001 - $15,000 |
| Vanguard Intermediate Term Cor | Fund | Member | $1,001 - $15,000 |
| Virtus Vontobel Foreign Opp | Fund | Spouse | $1,001 - $15,000 |
| VVisa Inc. | Stock | Member | $1,001 - $15,000 |
| Wisdomtree US Largecap Div Fnd | Fund | Member | None |
| National Western Life Annuity | Other | Spouse | $15,001 - $50,000 |
| Peoples Community Bank Accounts | Other | Joint | $15,001 - $50,000 |
| Putnam Ultra Short Duration Income PSDTX | Fund | Joint | $15,001 - $50,000 |
| Rental House - Nags Head, NC | Other | Joint | $500,001 - $1,000,000 |
| Rental Property - Montross VA | Other | Joint | $100,001 - $250,000 |
| Invesco Russell 1000 R Dyn ETF | Fund | Member | $1,001 - $15,000 |
| Virginia Commonwealth Bank Money Market Account | Other | Member | $15,001 - $50,000 |
| Virginia Retirement System | Other | Spouse | $100,001 - $250,000 |
| Virginia Retirement System | Other | Member | $100,001 - $250,000 |
How reports are read: holdings methodology.