Congressional stock trades · Member
Donald S. Beyer, Jr.
Representative · VA-8 · Democrat
823 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 Ways and Means; Joint Economic Committee.
| Disclosed | Traded | Days | Owner | Asset | Type | Amount range (as filed) | Source |
|---|---|---|---|---|---|---|---|
| 2020-12-01 | 2020-11-05 | 26 | Joint | BLF FedFund TDDXX | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-01 | 2020-11-04 | 27 | Joint | NVDANVIDIA Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-01 | 2020-11-04 | 27 | Joint | AAPLApple Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-01 | 2020-11-03 | 28 | Joint | BLF FedFund TDDXX | Sale | $15,001 - $50,000 | Clerk → |
| 2020-12-01 | 2020-11-03 | 28 | Joint | IAUIshares gold Trust | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-01 | 2020-11-03 | 28 | Joint | NKENike, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-01 | 2020-11-03 | 28 | Joint | Splunk Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-01 | 2020-11-03 | 28 | Joint | ELEstee Lauder Companies, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-01 | 2020-11-03 | 28 | Joint | LVMH Moet Hennessy Louis Vuitton Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-01 | 2020-11-02 | 29 | Joint | Virginia College Bldg 4.00% 02/01/33 | Purchase | $15,001 - $50,000 | Clerk → |
| 2020-12-01 | 2020-11-02 | 29 | Joint | NEENextEra Energy, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-01 | 2020-11-02 | 29 | Joint | CYRXCryoPort, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-01 | 2020-11-02 | 29 | Joint | GHGuardant Health, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-01 | 2020-11-02 | 29 | Joint | COSTCostco Wholesale Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-01 | 2020-11-02 | 29 | Joint | UNHUnitedHealth group Incorporated Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-01 | 2020-11-02 | 29 | Joint | TGTTarget Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-01 | 2020-11-02 | 29 | Joint | BLF FedFund TDDXX | Sale | $15,001 - $50,000 | Clerk → |
| 2020-11-05 | 2020-10-28 | 8 | Joint | BLF FedFund TDDXX | Purchase | $375,000.00 | Clerk → |
| 2020-11-05 | 2020-10-26 | 10 | Joint | BLF FedFund TDDXX | Sale | $1,001 - $15,000 | Clerk → |
| 2020-11-05 | 2020-10-26 | 10 | Joint | VGP NV common | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-11-05 | 2020-10-26 | 10 | Joint | TGTTarget Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-11-05 | 2020-10-23 | 13 | Joint | NEENextEra Energy, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-11-05 | 2020-10-23 | 13 | Joint | ECLEcolab Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-11-05 | 2020-10-22 | 14 | Joint | GHGuardant Health, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-11-05 | 2020-10-22 | 14 | Joint | BLF FedFund TDDXX | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-11-05 | 2020-10-22 | 14 | Joint | MSFTMicrosoft Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-11-05 | 2020-10-14 | 22 | Joint | Texas Mun Gas Acquisition 5.00% | Purchase | $15,001 - $50,000 | Clerk → |
| 2020-11-05 | 2020-10-14 | 22 | Joint | BLF FedFund TDDXX | Sale | $15,001 - $50,000 | Clerk → |
| 2020-11-05 | 2020-10-08 | 28 | Joint | BLF FedFund TDDXX | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-11-05 | 2020-10-08 | 28 | Joint | ROPRoper Technologies, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-11-05 | 2020-10-08 | 28 | Joint | TRNOTerreno Realty Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-11-05 | 2020-10-08 | 28 | Joint | ELEstee Lauder Companies, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-11-05 | 2020-10-05 | 31 | Joint | GHGuardant Health, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-11-05 | 2020-10-05 | 31 | Joint | NVSNovartis AG | Sale | $1,001 - $15,000 | Clerk → |
| 2020-11-05 | 2020-10-05 | 31 | Joint | GSGoldman Sachs Group, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-11-05 | 2020-10-05 | 31 | Joint | BLF FedFund TDDXX | Sale | $1,001 - $15,000 | Clerk → |
| 2020-11-05 | 2020-10-02 | 34 | Joint | BLF FedFund TDDXX | Sale | $1,001 - $15,000 | Clerk → |
| 2020-11-05 | 2020-10-01 | 35 | Joint | BLF FedFund TDDXX | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-10-01 | 2020-09-29 | 2 | Joint | BLF FedFund TDDXX | Sale | $15,001 - $50,000 | Clerk → |
| 2020-10-01 | 2020-09-29 | 2 | Joint | California St Various 5.00% 04/01/37 | Purchase | $15,001 - $50,000 | Clerk → |
| 2020-10-01 | 2020-09-15 | 16 | Joint | BLF FedFund TDDXX | Sale | $15,001 - $50,000 | Clerk → |
| 2020-10-01 | 2020-09-11 | 20 | Joint | BLF FedFund TDDXX | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-10-01 | 2020-09-11 | 20 | Joint | PEPPepsico, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-10-01 | 2020-09-09 | 22 | Joint | BLF FedFund TDDXX | Sale | $1,001 - $15,000 | Clerk → |
| 2020-10-01 | 2020-09-09 | 22 | Joint | VGP Group | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-10-01 | 2020-09-03 | 28 | Joint | BLF FedFund TDDXX | Sale | $1,001 - $15,000 | Clerk → |
| 2020-10-01 | 2020-09-02 | 29 | Joint | BLF FedFund TDDXX | Sale | $1,001 - $15,000 | Clerk → |
| 2020-10-01 | 2020-09-01 | 30 | Joint | Halifax Cnty VA Indl Dev Var 12/01/41 | Purchase | $15,001 - $50,000 | Clerk → |
| 2020-09-06 | 2020-08-28 | 9 | Joint | BLF FedFund TDDXX | Sale | $1,001 - $15,000 | Clerk → |
| 2020-09-06 | 2020-08-28 | 9 | Joint | MCOMoody's Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-09-06 | 2020-08-28 | 9 | Joint | NEENextEra Energy, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-09-06 | 2020-08-27 | 10 | Joint | PEPPepsico, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-09-06 | 2020-08-27 | 10 | Joint | ILMNIllumina, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-09-06 | 2020-08-27 | 10 | Joint | ROPRoper Technologies, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-09-06 | 2020-08-27 | 10 | Joint | BLF FedFund TDDXX | Purchase | $15,001 - $50,000 | Clerk → |
| 2020-09-06 | 2020-08-27 | 10 | Joint | FVRRFiverr International Ltd. Ordinary Shares, no par value | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-09-06 | 2020-08-27 | 10 | Joint | Texas St Tax Rev 4.00% 08/27/20 | Sale | $15,001 - $50,000 | Clerk → |
| 2020-09-06 | 2020-08-27 | 10 | Joint | ECLEcolab Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-09-06 | 2020-08-27 | 10 | Joint | COSTCostco Wholesale Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-09-06 | 2020-08-27 | 10 | Joint | ACNAccenture plc Class A Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-09-06 | 2020-08-26 | 11 | Joint | BLF FedFund TDDXX | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-09-06 | 2020-08-26 | 11 | Joint | NTLAIntellia Therapeutics, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-09-06 | 2020-08-14 | 23 | Joint | BLF FedFund TDDXX | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-09-06 | 2020-08-14 | 23 | Joint | ASMLASML Holding N.V. - New York Registry Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2020-09-06 | 2020-08-14 | 23 | Joint | REGNRegeneron Pharmaceuticals, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-09-06 | 2020-08-13 | 24 | Joint | BLF FedFund TDDXX | Purchase | $50,001 - $100,000 | Clerk → |
| 2020-09-06 | 2020-08-04 | 33 | Joint | BLF FedFund TDDXX | Sale | $1,001 - $15,000 | Clerk → |
| 2020-09-06 | 2020-08-03 | 34 | Joint | BLF FedFund TDDXX | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-09 | 2020-07-27 | 13 | Joint | BLF FedFund TDDXX | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-08-09 | 2020-07-27 | 13 | Joint | PIImpinj, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-09 | 2020-07-14 | 26 | Joint | Nestle SA Sponsored ADR representing Registered Shares Series B | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-09 | 2020-07-14 | 26 | Joint | District of Columbia 4.00% 04-01- 32 | Sale | $50,001 - $100,000 | Clerk → |
| 2020-08-09 | 2020-07-14 | 26 | Joint | CYRXCryoPort, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-09 | 2020-07-14 | 26 | Joint | Roche Holdings Ag Basel Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-09 | 2020-07-14 | 26 | Joint | CCitigroup, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2020-08-09 | 2020-07-14 | 26 | Joint | NVDANVIDIA Corporation | Sale | $15,001 - $50,000 | Clerk → |
| 2020-08-09 | 2020-07-14 | 26 | Joint | ISRGIntuitive Surgical, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-09 | 2020-07-14 | 26 | Joint | AMZNAmazon.com, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2020-08-09 | 2020-07-14 | 26 | Joint | MSCIMSCI Inc | Sale | $15,001 - $50,000 | Clerk → |
| 2020-08-09 | 2020-07-14 | 26 | Joint | TRNOTerreno Realty Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-09 | 2020-07-14 | 26 | Joint | GHGuardant Health, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-09 | 2020-07-14 | 26 | Joint | TJXTJX Companies, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-09 | 2020-07-14 | 26 | Joint | NDAQNasdaq, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-09 | 2020-07-14 | 26 | Joint | BLF FedFund TDDXX | Sale | $1,000,001 - $5,000,000 | Clerk → |
| 2020-08-09 | 2020-07-14 | 26 | Joint | PEPPepsico, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-09 | 2020-07-14 | 26 | Joint | NVSNovartis Ag | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-09 | 2020-07-14 | 26 | Joint | District of Columbia 4.00% 06-01- 35 | Sale | $50,001 - $100,000 | Clerk → |
| 2020-08-09 | 2020-07-14 | 26 | Joint | VZVerizon Communications Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-09 | 2020-07-14 | 26 | Joint | DISWalt Disney Company | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-09 | 2020-07-14 | 26 | Joint | VVisa Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2020-08-09 | 2020-07-14 | 26 | Joint | ELEstee Lauder Companies, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-09 | 2020-07-14 | 26 | Joint | Fanuc Limited Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-09 | 2020-07-14 | 26 | Joint | CGNXCognex Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-09 | 2020-07-14 | 26 | Joint | XYZSquare, Inc. Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-09 | 2020-07-14 | 26 | Joint | NKENike, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-09 | 2020-07-14 | 26 | Joint | GSGoldman Sachs group, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-09 | 2020-07-14 | 26 | Joint | NEENextEra Energy, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2020-08-09 | 2020-07-14 | 26 | Joint | IAUIshares gold Trust | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-09 | 2020-07-14 | 26 | Joint | DAIUFDaifuku Co Ltd Ordinary Shares | Sale | $15,001 - $50,000 | Clerk → |
| 2020-08-09 | 2020-07-14 | 26 | Joint | ILMNIllumina, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-09 | 2020-07-14 | 26 | Joint | LVMH Moet Hennessy Louis Vuitton Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-09 | 2020-07-14 | 26 | Joint | Splunk Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-09 | 2020-07-14 | 26 | Joint | TGTTarget Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-09 | 2020-07-14 | 26 | Joint | ACNAccenture plc Class A Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-09 | 2020-07-14 | 26 | Joint | BRK.BBerkshire Hathaway Inc. New | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-09 | 2020-07-14 | 26 | Joint | AAPLApple Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2020-08-09 | 2020-07-14 | 26 | Joint | COSTCostco Wholesale Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-09 | 2020-07-14 | 26 | Joint | ECLEcolab Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2020-08-09 | 2020-07-14 | 26 | Joint | ROPRoper Technologies, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2020-08-09 | 2020-07-14 | 26 | Joint | TDOCTeladoc Health, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2020-08-09 | 2020-07-14 | 26 | Joint | GOOGAlphabet Inc. - Class C Capital Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2020-08-09 | 2020-07-14 | 26 | Joint | MSFTMicrosoft Corporation | Sale | $15,001 - $50,000 | Clerk → |
| 2020-08-09 | 2020-07-14 | 26 | Joint | UNHUnitedHealth group Incorporated Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-09 | 2020-07-14 | 26 | Joint | LSEGYLondon Stock Exchange group plc Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-09 | 2020-07-10 | 30 | Joint | CMECME group Inc. - Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-09 | 2020-07-10 | 30 | Joint | BLF FedFund TDDXX | Sale | $50,001 - $100,000 | Clerk → |
| 2020-08-09 | 2020-07-10 | 30 | Joint | REGNRegeneron Pharmaceuticals, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-09 | 2020-07-10 | 30 | Joint | NTLAIntellia Therapeutics, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-08-09 | 2020-07-10 | 30 | Joint | ASMLASML Holding N.V. - New York Registry Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-09 | 2020-07-02 | 38 | Joint | BLF FedFund TDDXX | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-09 | 2020-07-01 | 39 | Joint | BLF FedFund TDDXX | Sale | $1,001 - $15,000 | Clerk → |
| 2020-08-09 | 2020-07-01 | 39 | Joint | Bexar Cnty Tex Health 6.2% 07/01/45 | Sale | $15,001 - $50,000 | Clerk → |
| 2020-07-03 | 2020-06-24 | 9 | Joint | BLF FedFund TDDXX | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-07-03 | 2020-06-24 | 9 | Joint | ASMLASML Holding N.V. - New York Registry Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-07-03 | 2020-06-24 | 9 | Joint | FLIR Systems, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-07-03 | 2020-06-02 | 31 | Joint | BLF FedFund TDDXX | Sale | $15,001 - $50,000 | Clerk → |
| 2020-07-03 | 2020-06-01 | 32 | Joint | BLF FedFund TDDXX | Purchase | $50,001 - $100,000 | Clerk → |
| 2020-07-03 | 2020-06-01 | 32 | Joint | Wise County VA V-A 1.875% 11/01/40 | Purchase | $15,001 - $50,000 | Clerk → |
| 2020-07-03 | 2020-06-01 | 32 | Joint | Twin Rivers CA V-A 06/01/41 | Sale | $15,001 - $50,000 | Clerk → |
| 2020-05-31 | 2020-05-21 | 10 | Joint | California St Var Purp 4.00% 08/01/36 | Purchase | $15,001 - $50,000 | Clerk → |
| 2020-05-31 | 2020-05-21 | 10 | Joint | BLF FedFund TDDXX | Sale | $15,001 - $50,000 | Clerk → |
| 2020-05-31 | 2020-05-20 | 11 | Joint | REGNRegeneron Pharmaceuticals, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-31 | 2020-05-20 | 11 | Joint | NEENextEra Energy, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-31 | 2020-05-20 | 11 | Joint | TRNOTerreno Realty Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-31 | 2020-05-20 | 11 | Joint | BLF FedFund TDDXX | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-31 | 2020-05-19 | 12 | Joint | BLF FedFund TDDXX | Sale | $500,001 - $1,000,000 | Clerk → |
| 2020-05-31 | 2020-05-18 | 13 | Joint | BLF FedFund TDDXX | Sale | $50,001 - $100,000 | Clerk → |
| 2020-05-31 | 2020-05-18 | 13 | Joint | Virginia College BLDG 4,375% 02/01/32 | Purchase | $15,001 - $50,000 | Clerk → |
| 2020-05-31 | 2020-05-18 | 13 | Joint | King Cnty Wash LTD 4.00% 12/01/32 | Purchase | $15,001 - $50,000 | Clerk → |
| 2020-05-31 | 2020-05-11 | 20 | Joint | DAIUFDaifuku Co Ltd ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-31 | 2020-05-11 | 20 | Joint | Horizon Discovery ordinary | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-31 | 2020-05-11 | 20 | Joint | BLF FedFund TDDXX | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-31 | 2020-05-08 | 23 | Joint | IAUIshares gold Trust | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-31 | 2020-05-08 | 23 | Joint | BLF FedFund TDDXX | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-31 | 2020-05-08 | 23 | Joint | TDOCTeladoc Health, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-31 | 2020-05-08 | 23 | Joint | ELEstee Lauder Companies, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-31 | 2020-05-07 | 24 | Joint | CCitigroup, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-31 | 2020-05-07 | 24 | Joint | TGTTarget Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-31 | 2020-05-07 | 24 | Joint | DISWalt Disney Company | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-31 | 2020-05-07 | 24 | Joint | NKENike, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-31 | 2020-05-07 | 24 | Joint | ACNAccenture plc Class A ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-31 | 2020-05-07 | 24 | Joint | CGNXCognex Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-31 | 2020-05-07 | 24 | Joint | MSCIMSCI Inc | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-31 | 2020-05-07 | 24 | Joint | BRK.BBerkshire Hathaway Inc. New | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-31 | 2020-05-07 | 24 | Joint | CYRXCryoPort, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-31 | 2020-05-07 | 24 | Joint | ECLEcolab Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-31 | 2020-05-07 | 24 | Joint | Splunk Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-31 | 2020-05-07 | 24 | Joint | DAIUFDaifuku Co Ltd ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-31 | 2020-05-07 | 24 | Joint | BLF FedFund TDDXX | Purchase | $15,001 - $50,000 | Clerk → |
| 2020-05-31 | 2020-05-07 | 24 | Joint | VZVerizon Communications Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-31 | 2020-05-07 | 24 | Joint | VVisa Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-31 | 2020-05-07 | 24 | Joint | NVSNovartis Ag | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-31 | 2020-05-07 | 24 | Joint | ISRGIntuitive Surgical, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-31 | 2020-05-07 | 24 | Joint | Fanuc Limited ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-31 | 2020-05-07 | 24 | Joint | FLIR Systems, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-31 | 2020-05-07 | 24 | Joint | AAPLApple Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-31 | 2020-05-04 | 27 | Joint | PEPPepsico, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-31 | 2020-05-04 | 27 | Joint | NEENextEra Energy, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-31 | 2020-05-04 | 27 | Joint | NVSNovartis Ag | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-31 | 2020-05-04 | 27 | Joint | TDOCTeladoc Health, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-31 | 2020-05-04 | 27 | Joint | LSEGYLondon Stock Exchange group plc ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-31 | 2020-05-04 | 27 | Joint | BLF FedFund TDDXX | Purchase | $15,001 - $50,000 | Clerk → |
| 2020-05-31 | 2020-05-04 | 27 | Joint | Nestle SA Sponsored ADR representing Registered Shares Series B | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-31 | 2020-05-01 | 30 | Joint | MSCIMSCI Inc | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-31 | 2020-05-01 | 30 | Joint | LVMH Moet Hennessy Louis Vuitton ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-31 | 2020-05-01 | 30 | Joint | NDAQNasdaq, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-31 | 2020-05-01 | 30 | Joint | Splunk Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-31 | 2020-05-01 | 30 | Joint | TRNOTerreno Realty Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-31 | 2020-05-01 | 30 | Joint | ISRGIntuitive Surgical, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-31 | 2020-05-01 | 30 | Joint | XYZSquare, Inc. Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-31 | 2020-05-01 | 30 | Joint | CGNXCognex Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-31 | 2020-05-01 | 30 | Joint | ACNAccenture plc Class A ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-31 | 2020-05-01 | 30 | Joint | CCitigroup, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-31 | 2020-05-01 | 30 | Joint | ILMNIllumina, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-31 | 2020-05-01 | 30 | Joint | EDITEditas Medicine, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-31 | 2020-05-01 | 30 | Joint | ECLEcolab Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-31 | 2020-05-01 | 30 | Joint | AMZNAmazon.com, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-31 | 2020-05-01 | 30 | Joint | TJXTJX Companies, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-31 | 2020-05-01 | 30 | Joint | AAPLApple Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-31 | 2020-05-01 | 30 | Joint | BLF FedFund TDDXX | Purchase | $50,001 - $100,000 | Clerk → |
| 2020-05-31 | 2020-05-01 | 30 | Joint | NVDANVIDIA Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-31 | 2020-05-01 | 30 | Joint | ELEstee Lauder Companies, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-31 | 2020-05-01 | 30 | Joint | Virginia Commonwealth Trans 5.00% | Purchase | $15,001 - $50,000 | Clerk → |
| 2020-05-31 | 2020-05-01 | 30 | Joint | GSGoldman Sachs group, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-31 | 2020-05-01 | 30 | Joint | GHGuardant Health, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-31 | 2020-05-01 | 30 | Joint | MSFTMicrosoft Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-31 | 2020-05-01 | 30 | Joint | ROPRoper Technologies, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-31 | 2020-05-01 | 30 | Joint | UNHUnitedHealth group Incorporated Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-31 | 2020-05-01 | 30 | Joint | VZVerizon Communications Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-31 | 2020-05-01 | 30 | Joint | GOOGAlphabet Inc. - Class C Capital Stock | Sale | $1,001 - $15,000 | Clerk → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2025 report.
84 assets with a value on the amended report filed 2026-07-08, 2 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) |
|---|---|---|---|
| Burke & Herbert CD | Other | Joint | $50,001 - $100,000 |
| Burke & Herbert Don | Other | Joint | $1,001 - $15,000 |
| Burke & Herbert Megan | Other | Joint | $15,001 - $50,000 |
| Truist #2891 | Other | Joint | $100,001 - $250,000 |
| Truist #8270 | Other | Joint | $15,001 - $50,000 |
| Truist #Megan | Other | Joint | $100,001 - $250,000 |
| Truist CD #45168 | Other | Joint | $100,001 - $250,000 |
| Vanguard Money Market Reserves Federal Money Market Fund | Other | Joint | $15,001 - $50,000 |
| Clearbridge Special Inv Tr C | Fund | Spouse | $250,001 - $500,000 |
| Pioneer Core Equity Fund A | Fund | Joint | $250,001 - $500,000 |
| 105 S Morris Street, Oxford Md | Other | Joint | $1,000,001 - $5,000,000 |
| Beyer 1 LLC | Other | Joint | $1,000,001 - $5,000,000 |
| Broad Street LLC | Other | Joint | $1,000,001 - $5,000,000 |
| Brotherly Love LLC | Other | Joint | $1,000,001 - $5,000,000 |
| Brotherly Love LLC | Other | Joint | $1,000,001 - $5,000,000 |
| Love's Wasteland LLC | Other | Joint | $5,000,001 - $25,000,000 |
| Old Brown LLC | Other | Joint | $5,000,001 - $25,000,000 |
| Pacific Boulevard LLC | Other | Joint | $5,000,001 - $25,000,000 |
| Pownal LLC | Other | Joint | $1,000,001 - $5,000,000 |
| Quonset Hut LLC | Other | Joint | $5,000,001 - $25,000,000 |
| Swallow LLC | Other | Joint | $5,000,001 - $25,000,000 |
| The Sting LLC | Other | Joint | $1,000,001 - $5,000,000 |
| Wild Leap LLC | Other | Joint | $1,000,001 - $5,000,000 |
| Aiken Cnty SC Cons Sch 4.00% 04/01/37 | Bond | Joint | $15,001 - $50,000 |
| Ariel Appreciation | Fund | Joint | $15,001 - $50,000 |
| Blackrock Liq FDS FedFund TFDXX | Bond | Joint | $250,001 - $500,000 |
| California St Go BDS 4.00% 08/01/36 | Bond | Joint | $15,001 - $50,000 |
| CCT Thematic Equity Fund | Fund | Joint | $250,001 - $500,000 |
| Chicago Ill OHare 4.00% 01/01/36 | Bond | Joint | $15,001 - $50,000 |
| Clark Cnty Nev Limited 3.00% 06/01/37 | Bond | Joint | $15,001 - $50,000 |
| Clark Cnty Nev Sch 4.00% 06/15/37 | Bond | Joint | $15,001 - $50,000 |
| Clark Cnty Nev Sch Dist 5.99% 6/15/35 | Bond | Joint | $15,001 - $50,000 |
| Connecticut St Spl Tax 5.00% 01/01/37 | Bond | Joint | $15,001 - $50,000 |
| Delaware Valley Pa 4.00% 03/01/33 | Bond | Joint | $15,001 - $50,000 |
| Demosphere Inc | Other | Joint | $50,001 - $100,000 |
| Des Moines Iowa GO Bds 2.00% 06/01/33 | Bond | Joint | $15,001 - $50,000 |
| Fairfax Cnt VA Indl Dev Auth 5.00% 5/15/3030 | Bond | Joint | $50,001 - $100,000 |
| Fidelity 500 Index Fund | Fund | Joint | $250,001 - $500,000 |
| Fidelity Balanced Fund | Fund | Joint | $250,001 - $500,000 |
| Fidelity Government Money Market Fund | Fund | Joint | $1,001 - $15,000 |
| Fidelity Growth Discovery Fund | Fund | Joint | $250,001 - $500,000 |
| Fidelity Investment Grade Bond Fund | Fund | Joint | $15,001 - $50,000 |
| Fidelity Select Insurance Portfolio | Fund | Joint | $15,001 - $50,000 |
| Fidelity Select Semiconductors Portfolio | Fund | Joint | $250,001 - $500,000 |
| Fontana Calif Uni Sch 3.00% 08/01/38 | Bond | Joint | $1,001 - $15,000 |
| FSU Finl Assistance Inc FLA Ed Rev 5.00% | Bond | Joint | $50,001 - $100,000 |
| THGHanover Insurance Group Inc | Stock | Joint | $1,001 - $15,000 |
| Illinois St Toll Hwy 5.00% 12/01/32 | Bond | Joint | $50,001 - $100,000 |
| Jefferson Cnt KY 4.00% 09/01/36 | Bond | Joint | $15,001 - $50,000 |
| King Cnty Wash Ltd Go Ref 4.00% 12/01/32 | Bond | Joint | $15,001 - $50,000 |
| Long Is Pwr Auth NY 5.00% 09/01/37 | Bond | Joint | $15,001 - $50,000 |
| Maine St Hsg Auth Mtg 3.65% 11/15/30 | Bond | Joint | $15,001 - $50,000 |
| Maryland St Health & Hghr Ed 07/010/45 | Bond | Joint | $50,001 - $100,000 |
| Massachusetts St GO BDS 5.00% 09/01/37 | Bond | Joint | $15,001 - $50,000 |
| Metropolitan Wash DC 5.00% 10/01/31 | Bond | Joint | $15,001 - $50,000 |
| New Jersey St 5.00% 6/15/33 | Bond | Joint | $15,001 - $50,000 |
| New York St Dorm Auth 5.00% 2/15/35 | Bond | Joint | $50,001 - $100,000 |
| North Allegheny PA Sch Dist Go Bds 5.00% 05/01/30 | Bond | Joint | $50,001 - $100,000 |
| North Carolina Tpk 4.00% 01/01/33 | Bond | Joint | $15,001 - $50,000 |
| North Las Vegas Nev 4.00% 06/01/36 | Bond | Joint | $15,001 - $50,000 |
| Oregon St Hsg & Cmnty Var 01/010/48 | Bond | Joint | $15,001 - $50,000 |
| Pershing Government Account | Other | Joint | $1 - $1,000 |
| Pittsburgh Pa Sch 3.00% 09/01/33 | Bond | Joint | $15,001 - $50,000 |
| Regional Trans Dist Colo 5.00% 06/01/29 | Bond | Joint | $15,001 - $50,000 |
| SPYSPDR S&P 500 | Stock | Joint | $500,001 - $1,000,000 |
| St John Baptist Parish La Rev 06/01/37 | Bond | Joint | $50,001 - $100,000 |
| University Wash Univ Revs 4.00% 12/01/33 | Bond | Joint | $15,001 - $50,000 |
| Vanguard Consumer Discretionary Index Fund Admiral Shs | Fund | Joint | $100,001 - $250,000 |
| Vanguard Consumer Staples Index Fd Admiral Shs | Fund | Joint | $100,001 - $250,000 |
| Vanguard Diversified Equity Fund Investor Shares | Fund | Joint | $250,001 - $500,000 |
| Vanguard Equity Income Fund Admiral Shares | Fund | Joint | $50,001 - $100,000 |
| Vanguard Specialized Portfolios Energy Fund | Fund | Joint | $15,001 - $50,000 |
| Vanguard VFIAX | Fund | Joint | $250,001 - $500,000 |
| Vanguard VTSAX | Fund | Joint | $15,001 - $50,000 |
| Virginia Comwlth Transn Brd Tr Cap 5.00% 05/15/33 | Bond | Joint | $15,001 - $50,000 |
| Virginia Retirement System | Other | Joint | $15,001 - $50,000 |
| Virginia St Hsg Dev 3.4% 07/01/29 | Bond | Joint | $15,001 - $50,000 |
| Virginia St Hsg Dev 3.5% 07/01/30 | Bond | Joint | $15,001 - $50,000 |
| Virginia St Hsg Dev 3.65% 04/01/33 | Bond | Joint | $15,001 - $50,000 |
| Virginia St Pub Bldg 4.00% 08/01/38 | Bond | Joint | $50,001 - $100,000 |
| Washington St Mtr Veh 5.00% 06/01/35 | Bond | Joint | $15,001 - $50,000 |
| Washington St Various 5.00% 08/01/30 | Bond | Joint | $50,001 - $100,000 |
| Wells Fargo | Other | Joint | $1,001 - $15,000 |
| Wise County Virginia Indl 11/01/2040 | Bond | Joint | $15,001 - $50,000 |
How reports are read: holdings methodology.