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 |
|---|---|---|---|---|---|---|---|
| 2020-05-31 | 2020-05-01 | 30 | Joint | VVisa Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-31 | 2020-05-01 | 30 | Joint | TGTTarget Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-09 | 2020-04-29 | 10 | Joint | BLF FedFund TDDXX | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-09 | 2020-04-28 | 11 | Joint | Nestle SA Sponsored ADR representing Registered Shares Series B | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-09 | 2020-04-28 | 11 | Joint | MSCIMSCI Inc | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-09 | 2020-04-28 | 11 | Joint | BLF FedFund TDDXX | Purchase | $50,001 - $100,000 | Clerk → |
| 2020-05-09 | 2020-04-28 | 11 | Joint | CGNXCognex Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-09 | 2020-04-28 | 11 | Joint | NKENike, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-09 | 2020-04-28 | 11 | Joint | NDAQNasdaq, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-09 | 2020-04-28 | 11 | Joint | PEPPepsico, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-09 | 2020-04-28 | 11 | Joint | NEENextEra Energy, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-09 | 2020-04-28 | 11 | Joint | BRK.BBerkshire Hathaway Inc. New | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-09 | 2020-04-28 | 11 | Joint | DAIUFDaifuku Co Ltd ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-09 | 2020-04-28 | 11 | Joint | LSEGYLondon Stock Exchange group plc ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-09 | 2020-04-28 | 11 | Joint | TJXTJX Companies, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-09 | 2020-04-28 | 11 | Joint | Fanuc Limited ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-09 | 2020-04-28 | 11 | Joint | LVMH Moet Hennessy Louis Vuitton ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-09 | 2020-04-28 | 11 | Joint | TGTTarget Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-09 | 2020-04-28 | 11 | Joint | TRNOTerreno Realty Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-09 | 2020-04-27 | 12 | Joint | CCitigroup, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-09 | 2020-04-27 | 12 | Joint | ILMNIllumina, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-09 | 2020-04-27 | 12 | Joint | XYZSquare, Inc. Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-09 | 2020-04-27 | 12 | Joint | MSFTMicrosoft Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-09 | 2020-04-27 | 12 | Joint | GSGoldman Sachs group, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-09 | 2020-04-27 | 12 | Joint | ISRGIntuitive Surgical, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-09 | 2020-04-27 | 12 | Joint | GOOGAlphabet Inc. - Class C Capital Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-09 | 2020-04-27 | 12 | Joint | ROPRoper Technologies, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-09 | 2020-04-27 | 12 | Joint | Splunk Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-09 | 2020-04-27 | 12 | Joint | EDITEditas Medicine, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-09 | 2020-04-27 | 12 | Joint | ACNAccenture plc Class A ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-09 | 2020-04-27 | 12 | Joint | VZVerizon Communications Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-09 | 2020-04-27 | 12 | Joint | DISWalt Disney Company | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-09 | 2020-04-27 | 12 | Joint | AAPLApple Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-09 | 2020-04-27 | 12 | Joint | DALDelta Air Lines, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-09 | 2020-04-27 | 12 | Joint | ECLEcolab Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-09 | 2020-04-27 | 12 | Joint | BLF FedFund TDDXX | Purchase | $50,001 - $100,000 | Clerk → |
| 2020-05-09 | 2020-04-27 | 12 | Joint | AMZNAmazon.com, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-09 | 2020-04-27 | 12 | Joint | GHGuardant Health, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-09 | 2020-04-27 | 12 | Joint | UNHUnitedHealth group Incorporated Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-09 | 2020-04-27 | 12 | Joint | ELEstee Lauder Companies, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-09 | 2020-04-27 | 12 | Joint | TDOCTeladoc Health, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-09 | 2020-04-22 | 17 | Joint | Roche Holdings Ag Basel American Depositary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-09 | 2020-04-22 | 17 | Joint | DALDelta Air Lines, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-09 | 2020-04-22 | 17 | Joint | COSTCostco Wholesale Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-09 | 2020-04-22 | 17 | Joint | BLF FedFund TDDXX | Sale | $15,001 - $50,000 | Clerk → |
| 2020-05-09 | 2020-04-20 | 19 | Joint | BLF FedFund TDDXX | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-09 | 2020-04-20 | 19 | Joint | MSFTMicrosoft Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-07 | 2020-04-02 | 5 | Joint | BLF FedFund TDDXX | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-07 | 2020-04-01 | 6 | Joint | BLF FedFund TDDXX | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-04-07 | 2020-03-24 | 14 | Joint | FLIR Systems, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-07 | 2020-03-24 | 14 | Joint | BLF FedFund TDDXX | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-07 | 2020-03-24 | 14 | Joint | COSTCostco Wholesale Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-04-07 | 2020-03-23 | 15 | Joint | CCitigroup, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-07 | 2020-03-23 | 15 | Joint | BLF FedFund TDDXX | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-04-07 | 2020-03-12 | 26 | Joint | GSGoldman Sachs group, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-07 | 2020-03-12 | 26 | Joint | IAUIshares gold Trust | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-04-07 | 2020-03-11 | 27 | Joint | BLF FedFund TDDXX | Sale | $15,001 - $50,000 | Clerk → |
| 2020-04-07 | 2020-03-11 | 27 | Joint | Regional Transn Dist 5.00% 06/01/29 | Purchase | $15,001 - $50,000 | Clerk → |
| 2020-04-07 | 2020-03-10 | 28 | Joint | BLF FedFund TDDXX | Sale | $15,001 - $50,000 | Clerk → |
| 2020-04-07 | 2020-03-06 | 32 | Joint | BLF FedFund TDDXX | Sale | $15,001 - $50,000 | Clerk → |
| 2020-04-07 | 2020-03-06 | 32 | Joint | Dallas Tex Area Rapid 5.00% 12/01/25 | Purchase | $15,001 - $50,000 | Clerk → |
| 2020-04-07 | 2020-03-03 | 35 | Joint | BLF FedFund TDDXX | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-07 | 2020-03-02 | 36 | Joint | BLF FedFund TDDXX | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-02-20 | 2 | Joint | BLF FedFund TDDXX | Sale | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-02-20 | 2 | Joint | TRNOTerreno Realty Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-02-19 | 3 | Joint | TJXTJX Companies, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-02-19 | 3 | Joint | Splunk Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-02-19 | 3 | Joint | DISWalt Disney Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-02-19 | 3 | Joint | CMECME group Inc. - Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-02-19 | 3 | Joint | GOOGAlphabet Inc. - Class C Capital Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-02-19 | 3 | Joint | ECLEcolab Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-02-19 | 3 | Joint | ELEstee Lauder Companies, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-02-19 | 3 | Joint | BLF FedFund TDDXX | Sale | $50,001 - $100,000 | Clerk → |
| 2020-02-22 | 2020-02-19 | 3 | Joint | AMZNAmazon.com, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-02-19 | 3 | Joint | DAIUFDaifuku Co Ltd ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-02-18 | 4 | Joint | VZVerizon Communications Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-02-18 | 4 | Joint | BLF FedFund TDDXX | Sale | $50,001 - $100,000 | Clerk → |
| 2020-02-22 | 2020-02-18 | 4 | Joint | Texas State Tax Rev 4.00% | Purchase | $50,001 - $100,000 | Clerk → |
| 2020-02-22 | 2020-02-18 | 4 | Joint | AAPLApple Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-02-18 | 4 | Joint | NKENike, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-02-18 | 4 | Joint | CYRXCryoPort, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-02-18 | 4 | Joint | LSEGYLondon Stock Exchange group plc ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-02-18 | 4 | Joint | LVMH Moet Hennessy Louis Vuitton Unsponsored American Depositary Receipt | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-02-18 | 4 | Joint | Cyrusone Inc | Sale | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-02-17 | 5 | Joint | Horizon global Corporation Common Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-02-14 | 8 | Joint | CCitigroup, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-02-14 | 8 | Joint | CGNXCognex Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-02-14 | 8 | Joint | MSFTMicrosoft Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-02-14 | 8 | Joint | NDAQNasdaq, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-02-14 | 8 | Joint | ACNAccenture plc Class A ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-02-14 | 8 | Joint | TGTTarget Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-02-14 | 8 | Joint | GHGuardant Health, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-02-14 | 8 | Joint | NEENextEra Energy, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-02-14 | 8 | Joint | IAUIshares gold Trust | Purchase | $15,001 - $50,000 | Clerk → |
| 2020-02-22 | 2020-02-14 | 8 | Joint | ILMNIllumina, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-02-14 | 8 | Joint | FLIR Systems, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-02-14 | 8 | Joint | NVSNovartis Ag | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-02-14 | 8 | Joint | PEPPepsico, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-02-14 | 8 | Joint | ROPRoper Technologies, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-02-14 | 8 | Joint | BLF FedFund TDDXX | Sale | $100,001 - $250,000 | Clerk → |
| 2020-02-22 | 2020-02-14 | 8 | Joint | XYZSquare, Inc. Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-02-14 | 8 | Joint | TDOCTeladoc Health, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-02-14 | 8 | Joint | Nestle SA Sponsored ADR representing Registered Shares Series B | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-02-07 | 15 | Joint | Bexar County Texas Health 6.2% 7/01/45 | Purchase | $50,001 - $100,000 | Clerk → |
| 2020-02-22 | 2020-02-07 | 15 | Joint | BLF FedFund TDDXX | Sale | $50,001 - $100,000 | Clerk → |
| 2020-02-22 | 2020-02-04 | 18 | Joint | BLF FedFund TDDXX | Sale | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-02-03 | 19 | Joint | BLF FedFund TDDXX | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-01-30 | 23 | Joint | BLF FedFund TDDXX | Sale | $15,001 - $50,000 | Clerk → |
| 2020-02-22 | 2020-01-29 | 24 | Joint | DAIUFDaifuku Co Ltd ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-01-29 | 24 | Joint | BLF FedFund TDDXX | Sale | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-01-28 | 25 | Joint | TDOCTeladoc Health, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-01-28 | 25 | Joint | LSEGYLondon Stock Exchange group plc ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-01-28 | 25 | Joint | BLF FedFund TDDXX | Sale | $50,001 - $100,000 | Clerk → |
| 2020-02-22 | 2020-01-28 | 25 | Joint | PIImpinj, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-01-28 | 25 | Joint | XYZSquare, Inc. Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-01-28 | 25 | Joint | ISRGIntuitive Surgical, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-01-28 | 25 | Joint | AAPLApple Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-01-28 | 25 | Joint | NEENextEra Energy, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-01-28 | 25 | Joint | CGNXCognex Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-01-28 | 25 | Joint | GOOGAlphabet Inc. - Class C Capital Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-01-27 | 26 | Joint | CCitigroup, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-01-27 | 26 | Joint | GSGoldman Sachs group, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-01-27 | 26 | Joint | NVSNovartis Ag | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-01-27 | 26 | Joint | BLF FedFund TDDXX | Sale | $15,001 - $50,000 | Clerk → |
| 2020-02-22 | 2020-01-27 | 26 | Joint | NKENike, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-01-27 | 26 | Joint | EDITEditas Medicine, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-01-27 | 26 | Joint | MSCIMSCI Inc | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-01-27 | 26 | Joint | ILMNIllumina, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-01-27 | 26 | Joint | Nestle SA Sponsored ADR representing Registered Shares Series B | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-01-27 | 26 | Joint | TJXTJX Companies, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-01-27 | 26 | Joint | DISWalt Disney Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-01-24 | 29 | Joint | FLIR Systems, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-01-24 | 29 | Joint | ROPRoper Technologies, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-01-24 | 29 | Joint | ELEstee Lauder Companies, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-01-24 | 29 | Joint | TGTTarget Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-01-24 | 29 | Joint | BLF FedFund TDDXX | Sale | $15,001 - $50,000 | Clerk → |
| 2020-02-22 | 2020-01-24 | 29 | Joint | NDAQNasdaq, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-01-24 | 29 | Joint | TRNOTerreno Realty Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-01-24 | 29 | Joint | LVMH Moet Hennessy Louis Vuitton Unsponsored American Depositary Receipt | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-01-24 | 29 | Joint | Splunk Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-01-24 | 29 | Joint | MSFTMicrosoft Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-01-24 | 29 | Joint | DALDelta Air Lines, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-01-16 | 37 | Joint | BLF FedFund TDDXX | Sale | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-01-16 | 37 | Joint | Fanuc Limited ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-01-15 | 38 | Joint | DALDelta Air Lines, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-01-15 | 38 | Joint | BLF FedFund TDDXX | Sale | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-01-14 | 39 | Joint | LSEGYLondon Stock Exchange group plc ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-01-14 | 39 | Joint | VZVerizon Communications Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-01-14 | 39 | Joint | ROPRoper Technologies, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-01-14 | 39 | Joint | ECLEcolab Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-01-14 | 39 | Joint | AAPLApple Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2020-02-22 | 2020-01-14 | 39 | Joint | VVisa Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-01-14 | 39 | Joint | BLF FedFund TDDXX | Sale | $50,001 - $100,000 | Clerk → |
| 2020-02-22 | 2020-01-14 | 39 | Joint | ELEstee Lauder Companies, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-01-14 | 39 | Joint | NVSNovartis Ag | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-01-14 | 39 | Joint | NTLAIntellia Therapeutics, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-01-14 | 39 | Joint | NEENextEra Energy, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-01-13 | 40 | Joint | GOOGAlphabet Inc. - Class C Capital Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-01-13 | 40 | Joint | TGTTarget Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-01-13 | 40 | Joint | TJXTJX Companies, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-01-13 | 40 | Joint | BRK.BBerkshire Hathaway Inc. New | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-01-13 | 40 | Joint | BLF FedFund TDDXX | Sale | $50,001 - $100,000 | Clerk → |
| 2020-02-22 | 2020-01-13 | 40 | Joint | New York State MTG AGY 3.45% | Purchase | $50,001 - $100,000 | Clerk → |
| 2020-02-22 | 2020-01-13 | 40 | Joint | CYRXCryoPort, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-01-13 | 40 | Joint | PEPPepsico, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-01-10 | 43 | Joint | NVDANVIDIA Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-01-10 | 43 | Joint | BLF FedFund TDDXX | Sale | $15,001 - $50,000 | Clerk → |
| 2020-02-22 | 2020-01-10 | 43 | Joint | DISWalt Disney Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-01-10 | 43 | Joint | MSCIMSCI Inc | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-01-10 | 43 | Joint | AMZNAmazon.com, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-01-10 | 43 | Joint | ILMNIllumina, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-01-10 | 43 | Joint | TRNOTerreno Realty Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-01-10 | 43 | Joint | NKENike, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-01-09 | 44 | Joint | BLF FedFund TDDXX | Sale | $100,001 - $250,000 | Clerk → |
| 2020-02-22 | 2020-01-09 | 44 | Joint | EDITEditas Medicine, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-01-09 | 44 | Joint | UNHUnitedHealth group Incorporated Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-01-09 | 44 | Joint | District Columbia Rev 4.00% | Purchase | $50,001 - $100,000 | Clerk → |
| 2020-02-22 | 2020-01-09 | 44 | Joint | MSFTMicrosoft Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-01-09 | 44 | Joint | ACNAccenture plc Class A ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-01-09 | 44 | Joint | TDOCTeladoc Health, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-01-09 | 44 | Joint | CCitigroup, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-01-09 | 44 | Joint | Nestle SA Sponsored ADR representing Registered Shares Series B | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-02-22 | 2020-01-09 | 44 | Joint | LVMH Moet Hennessy Louis Vuitton Unsponsored American Depositary Receipt | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-01-02 | 2019-12-31 | 2 | Joint | FSU Finl Assistance Inc 5.00% | Purchase | $50,001 - $100,000 | Clerk → |
| 2020-01-02 | 2019-12-31 | 2 | Joint | BLF FedFund TDDXX | Sale | $50,001 - $100,000 | Clerk → |
| 2020-01-02 | 2019-12-26 | 7 | Joint | NVSNovartis Ag | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-01-02 | 2019-12-24 | 9 | Joint | MSFTMicrosoft Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-01-02 | 2019-12-24 | 9 | Joint | DISWalt Disney Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-01-02 | 2019-12-24 | 9 | Joint | Fanuc Limited ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-01-02 | 2019-12-24 | 9 | Joint | Nestle SA Sponsored ADR representing Registered Shares Series B | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-01-02 | 2019-12-24 | 9 | Joint | DAIUFDaifuku Co Ltd ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-01-02 | 2019-12-24 | 9 | Joint | NKENike, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-01-02 | 2019-12-24 | 9 | Joint | PEPPepsico, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-01-02 | 2019-12-24 | 9 | Joint | BLF FedFund TDDXX | Sale | $15,001 - $50,000 | Clerk → |
| 2020-01-02 | 2019-12-24 | 9 | Joint | NVDANVIDIA Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-01-02 | 2019-12-24 | 9 | Joint | Splunk Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-01-02 | 2019-12-24 | 9 | Joint | CGNXCognex Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-01-02 | 2019-12-23 | 10 | Joint | TDOCTeladoc Health, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-01-02 | 2019-12-23 | 10 | Joint | NDAQNasdaq, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-01-02 | 2019-12-23 | 10 | Joint | ILMNIllumina, Inc. | Purchase | $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.