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PalanorPalanor

Congressional stock trades · Member

Patrick J. Toomey

Former senator · PA · Republican

55 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 7 annual reports are below.

DisclosedTradedDaysOwnerAssetTypeAmount range (as filed)Source
2022-08-152021-06-15426 ·>45JointGBTC - Grayscale Bitcoin Trust Exchange/Platform: OTCPurchase$1,001 - $15,000eFD →
2022-08-152021-06-14427 ·>45JointETHE - Grayscale Ethereum Trust Exchange/Platform: OTCPurchase$1,001 - $15,000eFD →
2022-03-182022-02-2422JointMeddo Company: Meddo (Gurugram, India) Description: Healthcare technology company that connects patients with healthcare providers and clinics in India.Purchase$1,001 - $15,000eFD →
2022-03-042022-02-1814MemberPHLD - Phillips Edison Grocery Center REIT ISale (full)$15,001 - $50,000eFD →
2022-03-042022-01-2043MemberPHLD - Phillips Edison Grocery Center REIT ISale (partial)$15,001 - $50,000eFD →
2021-11-152021-10-1531JointSPGSimon Property Group, Inc. Common StockPurchase$1,001 - $15,000eFD →
2021-09-092021-01-16236 ·>45JointFitso (Exchanged) Zomato (Received) Company: Zomato (Gurugam, India) Description: Zomato is a multinational online food delivery technology company.Exchange$1,001 - $15,000eFD →
2021-07-072021-06-1522MemberGBTCGrayscale Bitcoin Trust (BTC) Exchange/Platform: OTCPurchase$1,001 - $15,000eFD →
2021-07-072021-06-1423MemberETHEGrayscale Ethereum Trust (ETH) Exchange/Platform: OTCPurchase$1,001 - $15,000eFD →
2021-04-262021-03-3126JointAIARA Co., Ltd Company: AIARA Co., Ltd (Seoul, South Korea) Description: Gaming Technology CompanyPurchase$1,001 - $15,000eFD →
2021-03-092021-02-0928DependentPENNPenn National Gaming, Inc.Purchase$1,001 - $15,000eFD →
2021-02-082021-01-2811DependentGMEGameStop Corp.Sale (full)$1,001 - $15,000eFD →
2021-02-082021-01-2712DependentTSLATesla, Inc.Sale (full)$1,001 - $15,000eFD →
2021-02-082021-01-2712DependentSHOPShopify Inc.Sale (full)$1,001 - $15,000eFD →
2021-02-082021-01-2712DependentGMEGameStop Corp.Purchase$1,001 - $15,000eFD →
2021-01-082020-12-2217DependentSHOPShopify Inc.Purchase$1,001 - $15,000eFD →
2021-01-082020-12-2217DependentTSLATesla, Inc.Sale (partial)$1,001 - $15,000eFD →
2021-01-082020-12-0732JointDreamVu Company: DreamVu (San Jose, CA) Description: Technology company that develops camera hardware and software.Purchase$1,001 - $15,000eFD →
2021-01-082020-12-0732JointMeddo Company: Meddo (Gurugram, India) Description: Healthcare technology company that connects patients with healthcare providers and clinics in India.Purchase$1,001 - $15,000eFD →
2020-12-292020-12-1514MemberApartment Investment and Management Company (Exchanged) Apartment Income REIT Corp. (Received)Exchange$15,001 - $50,000eFD →
2020-12-292020-12-0821MemberNeurotrope, Inc. (Exchanged) Synaptogenix (Received)Exchange$1,001 - $15,000eFD →
2020-12-292020-12-0227MemberNeurotrope, Inc. (Exchanged) Petros Pharmaceuticals, Inc. (Received)Exchange$1,001 - $15,000eFD →
2020-12-292020-11-3029MemberAIVApartment Investment and Management CompanyPurchase$1,001 - $15,000eFD →
2020-09-112020-08-2814DependentTSLATesla, Inc.Purchase$1,001 - $15,000eFD →
2020-09-112020-08-2715DependentAAPLApple Inc.Purchase$1,001 - $15,000eFD →
2020-09-112020-08-1725JointSpoonshot Company: Spoonshot (Bangalore, India) Description: Technology company that provides market intelligence to food and beverage companies.Purchase$1,001 - $15,000eFD →
2020-08-132020-06-1955 ·>45JointSRI Capital Fund I, LP Company: SRI Capital (Philadelphia, PA) Description: Venture capital fund that invests in startup technology companies.Purchase$1,001 - $15,000eFD →
2020-08-132020-03-31135 ·>45JointFakespot Company: Fakespot (New York, NY) Description: eCommerce technology company that analyzes the reliability of online reviews.Purchase$1,001 - $15,000eFD →
2020-08-132020-03-24142 ·>45JointMeddo Company: Meddo (Gurugram, India) Description: Healthcare technology company that connects patients with healthcare providers and clinics in India.Purchase$1,001 - $15,000eFD →
2020-08-132020-01-10216 ·>45JointFoyr Company: Foyr (Singapore, Singapore) Description: Technology company that develops software for interior design and real estate industries.Purchase$1,001 - $15,000eFD →
2020-08-132019-12-11246 ·>45JointFitso Company: Fitso (Gurugram, India) Description: Personal fitness and weight loss technology company.Purchase$1,001 - $15,000eFD →
2020-08-132019-11-07280 ·>45JointFoyr Company: Foyr (Singapore, Singapore) Description: Technology company that develops software for interior design and real estate industries.Purchase$1,001 - $15,000eFD →
2020-08-132019-09-19329 ·>45JointMeddo Company: Meddo (Gurugram, India) Description: Healthcare technology company that connects patients with healthcare providers and clinics in India.Purchase$1,001 - $15,000eFD →
2020-08-132019-08-09370 ·>45JointDreamVu Company: DreamVu (San Jose, CA) Description: Technology company that develops camera hardware and software.Purchase$1,001 - $15,000eFD →
2020-08-132019-07-31379 ·>45MemberPHLD - Phillips Edison Grocery Center REIT ISale (partial)$1,001 - $15,000eFD →
2020-08-132019-07-09401 ·>45JointFoyr Company: Foyr (Singapore, Singapore) Description: Technology company that develops software for interior design and real estate industries.Purchase$1,001 - $15,000eFD →
2020-08-132019-06-21419 ·>45JointSRI Capital Fund I, LP Company: SRI Capital (Philadelphia, PA) Description: Venture capital fund the invests in startup technology companies.Purchase$1,001 - $15,000eFD →
2020-08-132019-03-29503 ·>45JointFitso Company: Jogo Technologies Private Limited (Gurugram, India) Description: Personal fitness and weight loss technology company.Purchase$1,001 - $15,000eFD →
2020-08-132019-02-27533 ·>45JointIndianMoney.com Company: Suvision Holdings Private Limited (Bengaluru, India) Description: Financial education and advisory services technology company in India.Purchase$1,001 - $15,000eFD →
2020-08-132019-02-19541 ·>45JointSports Flashes Company: Sports Flashes (New Delhi, India) Description: Media and technology company that provides sports news and content.Purchase$1,001 - $15,000eFD →
2020-08-132019-01-29562 ·>45JointEdgetensor Company: Edgetensor (Dallas, TX) Description: Artificial intelligence technology company.Purchase$1,001 - $15,000eFD →
2020-08-132018-10-25658 ·>45JointMartinsburg Investors II, LLC Company: Equus Capital Partners, Ltd. (Newtown Square, PA) Description: Private equity real estate fundPurchase$15,001 - $50,000eFD →
2020-08-132018-09-27686 ·>45JointSports Flashes Company: Sports Flashes (New Delhi, India) Description: Media and technology company that provides sports news and content.Purchase$1,001 - $15,000eFD →
2020-08-132018-08-27717 ·>45JointFakespot Company: Fakespot (New York, NY) Description: eCommerce technology company that analyzes the reliability of online reviews.Purchase$1,001 - $15,000eFD →
2020-08-132018-08-22722 ·>45JointIndianMoney.com Company: IndianMoney.com (Bengaluru, India) Description: Financial education and advisory services technology company in India.Purchase$1,001 - $15,000eFD →
2020-08-132018-08-16728 ·>45JointMartinsburg Investors II, LLC Company: Equus Capital Partners, Ltd. (Newtown Square, PA) Description: Private equity real estate fundPurchase$15,001 - $50,000eFD →
2020-08-132018-08-09735 ·>45JointSRI Capital Fund I, LP Company: SRI Capital (Philadelphia, PA) Description: Venture capital fund that invests in startup technology companies.Purchase$15,001 - $50,000eFD →
2020-08-132018-06-06799 ·>45JointMartinsburg Investors II, LLC Company: Equus Capital Partners, Ltd. (Newtown Square, PA) Description: Private equity real estate fundPurchase$15,001 - $50,000eFD →
2020-08-112019-01-31558 ·>45JointThe Toronto-Dominion Bank Rate/Coupon: 3.25 Matures: 06/11/2021Purchase$15,001 - $50,000eFD →
2020-08-062020-07-2017DependentNikola CorporationSale (partial)$1,001 - $15,000eFD →
2020-08-062020-07-0928DependentNikola CorporationPurchase$1,001 - $15,000eFD →
2020-08-062020-07-0730DependentTSLATesla, Inc.Sale (full)$1,001 - $15,000eFD →
2020-08-062020-07-0730DependentTSLATesla, Inc.Purchase$1,001 - $15,000eFD →
2020-03-062020-02-287MemberPPLPPLPurchase$15,001 - $50,000eFD →
2020-01-092019-12-1030MemberPPLPPL CorporationPurchase$15,001 - $50,000eFD →

How these are read and published: methodology.

Holdings · annual financial disclosure

Assets listed on the 2020 report.

84 assets with a value on the amended report filed 2022-08-15, 9 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.

AssetTypeOwnerValue (as filed)
Invesco S&P 500 Equal Weight ETFFundMember$15,001 - $50,000
iShares Russell 1000 Growth ETFFundMember$100,001 - $250,000
iShares S&P Mid-Cap 400 Growth ETFFundMember$50,001 - $100,000
iShares S&P Small-Cap 600 Growth ETFFundMember$50,001 - $100,000
iShares Core S&P Small-Cap ETFFundMember$15,001 - $50,000
Invesco QQQ TrustFundMember$100,001 - $250,000
SPYSPDR S&P 500 ETFFundMember$50,001 - $100,000
iShares Core S&P Mid-Cap ETFFundMember$15,001 - $50,000
Morgan Stanley Bank N.A.OtherMember$1,001 - $15,000
iShares Russell Top 200 Growth ETFFundMember$50,001 - $100,000
iShares Short Treasury Bond ETFFundMember$1,001 - $15,000
SPDR Portfolio S&P 500 Growth ETFFundMember$15,001 - $50,000
Vanguard Russell 1000 Growth Index Fund ETF SharesFundMember$1,001 - $15,000
AIVApartment Investment and Management CompanyStockMember$1,001 - $15,000
Health Care Select Sector SPDR FundFundMember$15,001 - $50,000
iShares Asia 50 ETFFundMember$50,001 - $100,000
iShares Latin America 40 ETFFundMember$1,001 - $15,000
iShares Nasdaq Biotechnology ETFFundMember$50,001 - $100,000
DBPInvesco DB Precious Metals FundFundMember$1,001 - $15,000
GLDSPDR Gold SharesFundMember$15,001 - $50,000
SPYSPDR S&P 500 ETFFundMember$15,001 - $50,000
CAPLCrossAmerica Partners LPStockMember$15,001 - $50,000
GEGeneral Electric CompanyStockMember$1,001 - $15,000
Morgan Stanley Bank N.A.OtherMember$1,001 - $15,000
BOXBox, Inc.StockMember$1,001 - $15,000
SANTANDER UK GROUP HOLDINGS PLCBondMember$15,001 - $50,000
PPLPPL CorporationStockMember$15,001 - $50,000
Center Coast Brookfield Midstream Focus Fund ClassFundMember$1,001 - $15,000
Apartment Income REIT Corp.StockMember$15,001 - $50,000
First Trust Preferred Securities and Income ETFFundMember$15,001 - $50,000
iShares 0-5 Year Investment Grade Corporate Bond EFundMember$15,001 - $50,000
iShares Russell 1000 Growth ETFFundSpouse$15,001 - $50,000
Invesco QQQ TrustFundSpouse$50,001 - $100,000
SPYSPDR S&P 500 ETF (NYSEArca)FundSpouse$1,001 - $15,000
iShares Edge MSCI USA Momentum Factor ETFFundSpouse$15,001 - $50,000
iShares MSCI Emerging Markets ETFFundSpouse$15,001 - $50,000
Morgan Stanley Bank N.A.OtherSpouse$1,001 - $15,000
iShares Trust - iShares Expanded Tech-Software SecFundSpouse$1,001 - $15,000
Technology Select Sector SPDR FundFundSpouse$1,001 - $15,000
iShares Short Treasury Bond ETFFundSpouse$1,001 - $15,000
Ark Innovation ETFFundSpouse$1,001 - $15,000
ARK Next Generation Internet ETFFundSpouse$1,001 - $15,000
Invesco Dynamic Leisure and Entertainment ETFFundSpouse$1,001 - $15,000
iShares Russell Top 200 Growth ETFFundSpouse$1,001 - $15,000
Information Technology ETF VanguardFundSpouse$1,001 - $15,000
Vanguard Small-Cap Growth ETFFundSpouse$1,001 - $15,000
Morgan Stanley Bank N.A.OtherJoint$15,001 - $50,000
The Toronto-Dominion BankBondJoint$15,001 - $50,000
BlackRock Short Maturity Bond ETFFundJoint$15,001 - $50,000
First Trust Preferred Securities and Income ETF ETFundJoint$15,001 - $50,000
iShares 0-5 Year Investment Grade Corporate Bond EFundJoint$15,001 - $50,000
CAPLCrossAmerica Partners LPStockJoint$15,001 - $50,000
Child #1 Bright Directions MOD AGE BSD 19+FundDependent$100,001 - $250,000
Child #2 Bright Directions MOD AGE BSD 19+FundDependent$100,001 - $250,000
Amount owed to the filer (debtor not shown)OtherMember$15,001 - $50,000
N-35727, Inc.OtherMemberNone (or less than $1,001)
BPG Investment Partnership IX, L.P. (Fund IX)OtherMember$1,001 - $15,000
Equus Investment Partnership X, L.P.OtherMember$50,001 - $100,000
Patriot Financial Partners IIOtherJoint$50,001 - $100,000
Block Island PropertyOtherJoint$250,001 - $500,000
Block Island HomeOtherJoint$1,000,001 - $5,000,000
PHLD - Phillips Edison Grocery Center REIT IStockMember$15,001 - $50,000
SPYSPDR S&P 500 ETFFundDependent$1,001 - $15,000
Invesco QQQ TrustFundDependent$1,001 - $15,000
Russell 2000 Ishares ETFFundDependent$1,001 - $15,000
DIASPDR Dow Jones Industrial Average ETFFundDependent$1,001 - $15,000
SPYSPDR S&P 500 ETFFundDependent$1,001 - $15,000
Invesco QQQ TrustFundDependent$1,001 - $15,000
AAPLApple Inc. - Common StockStockDependent$1,001 - $15,000
SHOPShopify IncStockDependent$1,001 - $15,000
TSLATesla, Inc. - Common StockStockDependent$1,001 - $15,000
Provident BankOtherJoint$1,001 - $15,000
Embassy BankOtherJoint$1,001 - $15,000
Amount owed to the filer (debtor not shown)OtherJoint$1,000,001 - $5,000,000
Amount owed to the filer (debtor not shown)OtherJoint$50,001 - $100,000
MeddoOtherJoint$1,001 - $15,000
DreamVuOtherJoint$1,001 - $15,000
EdgetensorOtherJoint$1,001 - $15,000
FakespotOtherJoint$1,001 - $15,000
FoyrOtherJoint$1,001 - $15,000
IndianMoney.comOtherJoint$15,001 - $50,000
Wells FargoOtherJoint$1,001 - $15,000
SpoonshotOtherJoint$1,001 - $15,000
FitsoOtherJoint$1,001 - $15,000

How reports are read: holdings methodology.