Congressional stock trades · Member
Mitt Romney
Former senator · UT · Republican
No published transactions from periodic transaction reports since 2020. Holdings from 7 annual reports are below.
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2019 report.
131 assets with a value on the amended report filed 2021-08-25. 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) |
|---|---|---|---|
| Goldman Sachs Bank Deposit | Other | Member | $50,001 - $100,000 |
| Goldman Sachs Bank Deposit | Other | Member | $500,001 - $1,000,000 |
| Goldman Sachs Short Duration Income Fund Class P | Fund | Member | $5,000,001 - $25,000,000 |
| Goldman Sachs Short Duration Government Fund Class | Fund | Member | $5,000,001 - $25,000,000 |
| Goldman Sachs Short Duration Tax-Free Fund Class P | Fund | Member | $5,000,001 - $25,000,000 |
| Goldman Sachs High Yield Floating Rate Fund Class | Fund | Member | $1,000,001 - $5,000,000 |
| Goldman Sachs High Yield Municipal Fund Class P | Fund | Member | $500,001 - $1,000,000 |
| iShares Russell 1000 Growth ETF | Fund | Member | $1,000,001 - $5,000,000 |
| iShares Russell 1000 Value ETF | Fund | Member | $1,000,001 - $5,000,000 |
| Goldman Sachs Small/Mid Cap Growth Fund Class P | Fund | Member | $500,001 - $1,000,000 |
| Goldman Sachs Small Cap Value Insights Fund Class | Fund | Member | $500,001 - $1,000,000 |
| SPYSPDR S&P 500 ETF | Fund | Member | $1,000,001 - $5,000,000 |
| Goldman Sachs International Equity Insights Fund C | Fund | Member | $1,000,001 - $5,000,000 |
| WisdomTree Europe Hedged Equity Fund | Fund | Member | $500,001 - $1,000,000 |
| Goldman Sachs Emerging Markets Equity Fund Class P | Fund | Member | $500,001 - $1,000,000 |
| iShares MSCI ACWI ex U.S. ETF | Fund | Member | $1,000,001 - $5,000,000 |
| Telefonica, S.A. | Stock | Member | None (or less than $1,001) |
| Goldman Sachs MLP Energy Infrastructure Fund Class | Fund | Member | $1,000,001 - $5,000,000 |
| Goldman Sachs Bank Deposit | Other | Member | $50,001 - $100,000 |
| Goldman Sachs Bank Deposit | Other | Member | $500,001 - $1,000,000 |
| Goldman Sachs Short Duration Income Fund Class P | Fund | Member | $5,000,001 - $25,000,000 |
| Goldman Sachs Short Duration Government Fund Class | Fund | Member | $5,000,001 - $25,000,000 |
| Goldman Sachs High Yield Floating Rate Fund Class | Fund | Member | $1,000,001 - $5,000,000 |
| iShares Russell 1000 Growth ETF | Fund | Member | $5,000,001 - $25,000,000 |
| iShares Russell 1000 Value ETF | Fund | Member | $5,000,001 - $25,000,000 |
| Goldman Sachs Small/Mid Cap Growth Fund Class P | Fund | Member | $1,000,001 - $5,000,000 |
| Goldman Sachs Small Cap Value Insights Fund Class | Fund | Member | $1,000,001 - $5,000,000 |
| SPYSPDR S&P 500 ETF | Fund | Member | $5,000,001 - $25,000,000 |
| Goldman Sachs International Equity Insights Fund C | Fund | Member | $1,000,001 - $5,000,000 |
| WisdomTree Europe Hedged Equity Fund | Fund | Member | $1,000,001 - $5,000,000 |
| Goldman Sachs Emerging Markets Equity Fund Class P | Fund | Member | $1,000,001 - $5,000,000 |
| iShares MSCI ACWI ex U.S. ETF | Fund | Member | $1,000,001 - $5,000,000 |
| Goldman Sachs MLP Energy Infrastructure Fund Cla | Fund | Member | $1,000,001 - $5,000,000 |
| Goldman Sachs Bank Deposit | Other | Spouse | $500,001 - $1,000,000 |
| Goldman Sachs Short Duration Income Fund Class P | Fund | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| Goldman Sachs Short Duration Government Fund Class | Fund | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| Goldman Sachs Short Duration Tax-Free Fund Class P | Fund | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| Goldman Sachs High Yield Floating Rate Fund Class | Fund | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| Goldman Sachs High Yield Municipal Fund Class P | Fund | Spouse | $500,001 - $1,000,000 |
| iShares Russell 1000 Growth ETF | Fund | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| iShares Russell 1000 Value ETF | Fund | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| Goldman Sachs Small/Mid Cap Growth Fund Class P | Fund | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| Goldman Sachs Small Cap Value Insights Fund Class | Fund | Spouse | $500,001 - $1,000,000 |
| SPDR S&P Bank ETF | Fund | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| SPYSPDR S&P 500 ETF | Fund | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| Goldman Sachs International Equity Insights Fund C | Fund | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| WisdomTree Europe Hedged Equity Fund | Fund | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| Goldman Sachs Emerging Markets Equity Fund Class P | Fund | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| iShares MSCI ACWI ex U.S. ETF | Fund | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| WHITEHALL STREET REAL ESTATE FUND IX/X | Other | Spouse | $1,001 - $15,000 |
| WHITEHALL STREET REAL ESTATE FUND XI/XII | Other | Spouse | $1,001 - $15,000 |
| WHITEHALL STREET REAL ESTATE L.P. XIII/XIV | Other | Spouse | None (or less than $1,001) |
| WHITEHALL STREET GLOBAL REAL ESTATE LIMITED PARTNERSHIP 2007 | Other | Spouse | $15,001 - $50,000 |
| Goldman Sachs Bank Deposit | Other | Spouse | $100,001 - $250,000 |
| Solamere Founders Fund I, LP | Other | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| Solamere Capital Fund II, LP | Other | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| Solamere Capital Fund III, LP | Other | Spouse | $500,001 - $1,000,000 |
| Solamere Capital AF III, LP | Other | Spouse | $500,001 - $1,000,000 |
| SV-SC Investments, LLC | Other | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| Solamere Group Hedge Investments, LLC | Other | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| Solamere Holding Company, LLC | Other | Spouse | $500,001 - $1,000,000 |
| Solamere Capital Fund II GP, LP | Other | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| GGC Investment Annex Fund II, L.P. | Other | Spouse | $1,001 - $15,000 |
| GGC Investment Fund II, L.P. | Other | Spouse | $15,001 - $50,000 |
| GGC Investment Fund II-A, L.P. | Other | Spouse | $1,001 - $15,000 |
| GGC Investments II (BVI), L.P. | Other | Spouse | $1,001 - $15,000 |
| Golden Gate Capital Opportunity Fund, LP | Other | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| GGC Neustar Investors, LP | Other | Spouse | $100,001 - $250,000 |
| Elliott Associates, L.P. | Other | Spouse | None (or less than $1,001) |
| The D3 Family Bulldog Fund, LP | Other | Spouse | $500,001 - $1,000,000 |
| Bain Capital Fund VI | Other | Spouse | $50,001 - $100,000 |
| Bain Capital Fund VII | Other | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| Bain Capital VII Coinvestment Fund | Other | Spouse | $100,001 - $250,000 |
| Bain Capital Fund VII-E | Other | Spouse | $1,001 - $15,000 |
| Bain Capital Fund VIII | Other | Spouse | $100,001 - $250,000 |
| Bain Capital Fund VIII-E | Other | Spouse | $15,001 - $50,000 |
| Bain Capital Fund X | Other | Spouse | $500,001 - $1,000,000 |
| Bain Capital Asia Fund | Other | Spouse | $15,001 - $50,000 |
| Bain Capital Europe Fund III | Other | Spouse | $15,001 - $50,000 |
| Bain Capital Venture Fund 2001 | Other | Spouse | $100,001 - $250,000 |
| Bain Capital Venture Fund 2005 | Other | Spouse | $50,001 - $100,000 |
| Bain Capital Venture Fund 2007 | Other | Spouse | $50,001 - $100,000 |
| Brookside Capital Partners Fund | Other | Spouse | $100,001 - $250,000 |
| Prospect Harbor Credit Partners | Other | Spouse | $1,001 - $15,000 |
| Sankaty Beacon Investment Partners, LP | Other | Spouse | $1,001 - $15,000 |
| Sankaty High Yield Asset Grantor Trust | Other | Spouse | $15,001 - $50,000 |
| Sankaty High Yield Partners III Grantor Trust | Other | Spouse | $15,001 - $50,000 |
| Sankaty Special Situations I Grantor Trust | Other | Spouse | $1,001 - $15,000 |
| 111 Capital Grantor Trust | Other | Spouse | $1,001 - $15,000 |
| BCIP Associates II Epoch | Other | Spouse | None (or less than $1,001) |
| BCIP Associates III | Other | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| BCIP Associates IV | Other | Spouse | None (or less than $1,001) |
| BCIP Venture Associates | Other | Spouse | $15,001 - $50,000 |
| Sankaty Advisors, Inc. (Notes 1, 2 & 3) Boston, Massachusetts | Stock | Spouse | None (or less than $1,001) |
| Goldman Sachs MLP Energy Infrastructure Fund Class | Fund | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| Solamere MD Holdings, LLC | Other | Spouse | $15,001 - $50,000 |
| Bain Capital IX Coinvestment Fund | Other | Spouse | $1,001 - $15,000 |
| GGC Investments II-A Adjunct (BVI) L.P. | Other | Spouse | None (or less than $1,001) |
| Amount owed to the filer (debtor not shown) | Other | Spouse | $100,001 - $250,000 |
| FDMXX - Fidelity Massachusetts Money Market | Fund | Member | None (or less than $1,001) |
| Gold Bullion | Other | Member | $250,001 - $500,000 |
| Apartment Building | Other | Member | $500,001 - $1,000,000 |
| Bank of America | Other | Joint | $500,001 - $1,000,000 |
| Edgewood Growth Fund Retail Class | Fund | Member | $15,001 - $50,000 |
| FMI Large Cap Fund Investor Class | Fund | Member | $15,001 - $50,000 |
| Vanguard 500 Index Fund Investor Shares | Fund | Member | $15,001 - $50,000 |
| Artisan International Value Fund Investor Class | Fund | Member | $15,001 - $50,000 |
| WCM Focused International Growth Fund Institutiona | Fund | Member | $15,001 - $50,000 |
| Vanguard Small Capitalization Index Fund Investor | Fund | Member | $15,001 - $50,000 |
| Driehaus Emerging Markets Growth Fund Investor Cla | Fund | Member | $1,001 - $15,000 |
| Matthews Asia Dividend Fund Investor Class | Fund | Member | $1,001 - $15,000 |
| Metropolitan West Total Return Bond Fund Class M | Fund | Member | $50,001 - $100,000 |
| Neuberger Berman Core Bond Fund Investor Class | Fund | Member | $15,001 - $50,000 |
| Artisan High Income Fund Investor Shares | Fund | Member | $15,001 - $50,000 |
| Federated Treasury Obligations Fund | Other | Member | $1,001 - $15,000 |
| Artisan International Small-Mid Fund Institutional | Fund | Member | $15,001 - $50,000 |
| Ashmore Emerging Markets Short Duration Fund Insti | Fund | Member | $15,001 - $50,000 |
| JPMorgan Hedged Equity Fund Class I | Fund | Member | $1,001 - $15,000 |
| Vantage 2 LLC | Other | Spouse | $250,001 - $500,000 |
| Rob Rom LLC | Other | Spouse | $100,001 - $250,000 |
| Brookside Capital Partners Fund | Other | Member | $15,001 - $50,000 |
| Prospect Harbor Credit Partners | Other | Member | $1,001 - $15,000 |
| Sankaty High Yield Asset Grantor Trust | Other | Member | $15,001 - $50,000 |
| Sankaty High Yield Partners II Grantor Trust | Other | Member | $1,001 - $15,000 |
| Sankaty Credit Opportunities II | Other | Member | $1,001 - $15,000 |
| Sankaty Credit Opportunities III | Other | Member | $1,001 - $15,000 |
| Sankaty Credit Opportunities IV | Other | Member | $15,001 - $50,000 |
| 111 Capital Grantor Trust | Other | Member | $1,001 - $15,000 |
| BCIP Trust Associates III | Other | Member | $1,000,001 - $5,000,000 |
| Sankaty Special Situations I Grantor Trust | Other | Member | None (or less than $1,001) |
| Apartment Building | Other | Member | None (or less than $1,001) |
How reports are read: holdings methodology.