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 2021 report.
145 assets with a value on the report filed 2022-05-14, 65 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 | $15,001 - $50,000 |
| 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 |
| 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 |
| ABTAbbott Laboratories | Stock | Member | $1,001 - $15,000 |
| ABBVAbbVie Inc. | Stock | Member | $1,001 - $15,000 |
| ACNAccenture plc Class A Ordinary Shares | Stock | Member | None |
| AXPAmerican Express Company | Stock | Member | $1,001 - $15,000 |
| ELVAnthem, Inc. | Stock | Spouse | $1,001 - $15,000 |
| ELVAnthem, Inc. | Stock | Member | $1,001 - $15,000 |
| AAPLApple Inc. | Stock | Member | $1,001 - $15,000 |
| TAT&T Inc. | Stock | Member | None |
| BAXBaxter International Inc. | Stock | Member | $1,001 - $15,000 |
| AVGOBroadcom Inc. | Stock | Member | $1,001 - $15,000 |
| SCHWCharles Schwab Corporation | Stock | Member | $1,001 - $15,000 |
| CVXChevron Corporation | Stock | Member | $15,001 - $50,000 |
| 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 | None |
| CLColgate-Palmolive Company | Stock | Member | None |
| CMCSAComcast Corporation - Class A | Stock | Member | $1,001 - $15,000 |
| CVSCVS Health Corporation | Stock | Member | None |
| CyrusOne Inc | Stock | Member | None |
| Duke Realty Corporation | Stock | Member | $1,001 - $15,000 |
| FISFidelity National Information Services, Inc. | Stock | Member | $1,001 - $15,000 |
| First Eagle Overseas I | Fund | Member | $15,001 - $50,000 |
| HONHoneywell International 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 | $15,001 - $50,000 |
| JNJJohnson & Johnson | Stock | Member | None |
| 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 | 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 Tot Ret Bd I | Fund | 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 |
| MSIMotorola Solutions, Inc. | Stock | Member | $1,001 - $15,000 |
| 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 |
| 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 |
| Principal Midcap Instl | 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 |
| SPDR S&P 500 ETFD Trust | Fund | Member | $1,001 - $15,000 |
| TXNTexas Instruments Incorporated | Stock | Member | $1,001 - $15,000 |
| TJXTJX Companies, Inc. | 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 |
| VZVerizon Communications Inc. | Stock | Member | $15,001 - $50,000 |
| Virtus Vontobel Foreign Opp I | Fund | Member | $15,001 - $50,000 |
| WMTWalmart Inc. | Stock | Member | $1,001 - $15,000 |
| WECWEC Energy Group, Inc. | Stock | Member | $1,001 - $15,000 |
| Morgan Stanley Bank | Other | Member | $15,001 - $50,000 |
| Morgan Stanley Bank N.A. | Other | Member | $1,001 - $15,000 |
| Alliance Bernstein Income Adv | Fund | Spouse | None |
| AAPLApple Inc. | Stock | Spouse | $1,001 - $15,000 |
| TAT&T Inc. | Stock | Member | $1,001 - $15,000 |
| Blackrock Strategic Inc Opp I | Fund | Member | $1,001 - $15,000 |
| BSXBoston Scientific Corporation | Stock | Member | None |
| CATCaterpillar, Inc. | Stock | Member | $1,001 - $15,000 |
| DGDollar General Corporation | Stock | Member | None |
| EOG Resources Inc | Fund | Member | $1,001 - $15,000 |
| First Tr TCW Opps Inc ETF | Fund | Member | $1,001 - $15,000 |
| First Trust Rising Div Achiev | Fund | Spouse | $1,001 - $15,000 |
| First Trust Utlts Alphadex ETF | Fund | Member | None |
| FT-Preferred Secur & Inc ETF | Fund | Spouse | None |
| GEGeneral Electric Company | Stock | Member | $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 |
| Harding Loevner Intl Eqty Inst | Fund | Spouse | $1,001 - $15,000 |
| 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 |
| Ishares 0-5 HY Corp | Fund | Member | $1,001 - $15,000 |
| 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 | Spouse | $1,001 - $15,000 |
| Ishares Core S&P 500 ETF | Fund | Member | $1,001 - $15,000 |
| Ishares Edge MSCI Min Vol USA | Fund | Spouse | None |
| Ishares Inc MSCI Emerg Mkt ETF | Fund | Member | $1,001 - $15,000 |
| 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 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 | None |
| JP Morgan Betabuilders Japan ET | Fund | Member | None |
| JP Morgan Equity Premium Inco | Fund | Member | $1,001 - $15,000 |
| JP Morgan Income Builder I | Fund | Spouse | None |
| JPM Diversified Ret Intl WQ | Fund | Member | None |
| LOWLowe's Companies, Inc. | Stock | Member | $1,001 - $15,000 |
| MSFTMicrosoft Corporation | Stock | Member | $1,001 - $15,000 |
| Nationwide Geneva SMCP GW F | Fund | Spouse | $1,001 - $15,000 |
| Newberger Intrinsic Value Inst | Fund | Spouse | $1,001 - $15,000 |
| PGIM Jenn Glbl Opportunities Z | Fund | Spouse | $1,001 - $15,000 |
| Pimco Income I2 | Fund | Spouse | $1,001 - $15,000 |
| Principal GLB Dives Inc West | Fund | Spouse | None |
| Principal Midcap Instl | Fund | Spouse | $1,001 - $15,000 |
| PGRProgressive Corporation | Stock | Member | None |
| PLDProLogis, Inc. | Stock | Member | $1,001 - $15,000 |
| Proshares RSL 2000 DVD ETF | Fund | Spouse | None |
| RGLDRoyal Gold, Inc. | Stock | Spouse | None |
| SPDR Bloomberg Short Term HI | Fund | Member | $1,001 - $15,000 |
| SBUXStarbucks Corporation | Stock | Member | $1,001 - $15,000 |
| T Rowe Price Blue Chip Gr | Fund | Spouse | $1,001 - $15,000 |
| TGTTarget Corporation | Stock | Member | None |
| 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 |
| Vanguard Total Bond Market | Fund | Member | $1,001 - $15,000 |
| Virtus Vontobel Foreign Opp | Fund | Spouse | None |
| VVisa Inc. | Stock | Member | None |
| Westrock Company | Stock | Member | $1,001 - $15,000 |
| Wisdomtree Tr Itr Hdg Qtly Div | Fund | Spouse | $1,001 - $15,000 |
| Equitable Financial Retirement Cornerstone 17 Seri | Fund | Spouse | $100,001 - $250,000 |
| 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 | $1,001 - $15,000 |
| 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 | None |
| 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.