Cynthia Axne D

Democratic representative for Iowa (IA-3) (former), in the House since Jan 3, 2019.

Among all 440 members

Each dot is a member; Axne is the ringed one. Hover or tap a dot for who it is.

Raised

Their campaign's receipts in its latest two-year period (FEC); a log scale

Votes with their party

On party votes in the 119th Congress: most Democrats against most Republicans

Missed votes

Share of the 119th Congress's roll calls they didn't vote on

Lobbyists' giving

Contributions and honors lobbyists and their firms report giving them (LD-203), 2021 on; a log scale

Money from out of state

Share of their itemized individual contributions from donors outside their state, latest period (FEC)

Bills sponsored

In the 119th Congress (GovInfo's bill records)

Voting record

Voteview's DW-NOMINATE first dimension, from every roll call they cast

Where their campaign money comes from

Individuals
PACs
Parties
Candidate's own money
Other

2023–24

$4,778

2021–22

$7.2M

See the data

Period	Raised	Individuals	PACs	Parties	Own money	Spent	Cash	Outside for	Outside against
2023–24	$4,778	$0	$0	$0	$0	$9,121	$290	$0	$0
2021–22	$7,231,695	$5,046,043	$1,570,994	$19,015	$0	$7,246,582	$4,633	$164,826	$4,719,968

FEC totals through Apr 3, 2023.

Who gives to them

Their itemized individual contributions (over $200 from a donor in an election cycle): from inside Iowa versus everywhere else, each period.

From Iowa
From out of state

2021–22

$1.7M

Where it came from

Less
More
Their state

Their donors' employers

Employers as donors wrote them, 2021 on (retired and not employed donors aside).

GOOGLE

$9,500

HARVARD UNIVERSITY

$6,300

WESTERN INVESTMENT LLC

$5,800

URBAN DEVELOPMENT CORP

$5,800

UPSTREAM USA

$5,800

THE CARLYLE GROUP

$5,800

SV ANGEL

$5,800

SUTHERLAND CAPITAL MGMT INC

$5,800

REDFIELD CLINIC

$5,800

Q PRIME

$5,800

POET LLC

$5,800

OSLO HOLDINGS

$5,800

The largest donors, and the numbers

Period	Itemized	Contributions	From IA	Retired donors
2021–22	$1,655,244	3,833	31%	15%

Donor	Where	Employer, occupation	Total
FELDSTEIN, SONDRA	BONDURANT, IA	SALAMANDER FARMS, OWNER	$6,800
PATMAN, CARRIN	HOUSTON, TX	NOT EMPLOYED, NOT EMPLOYED	$6,050
WEITZ, FRED	WEST DES MOINES, IA	RETIRED, RETIRED	$5,900
KATZ, RICHARD	NEW YORK, NY	SELF-EMPLOYED, WRITER	$5,810
ALUMKAL, LISA	OAKLAND, CA	SELF, SMALL BUSINESS OWNER	$5,800
BARRY, KYRA	NEW YORK, NY	APPLIED PROPERTY MANAGEMENT, ART CURATOR	$5,800
BEKENSTEIN, ANITA	WAYLAND, MA	UPSTREAM USA, CHAIR, BOARD OF DIRECTORS	$5,800
BEKENSTEIN, JOSHUA	WAYLAND, MA	BAIN CAPITAL, INVESTOR	$5,800
BILLS, MICHAEL	CHARLOTTESVILLE, VA	SELF EMPLOYED, INVESTOR	$5,800
BURNSTEIN, CLIFFORD	NEW YORK, NY	Q PRIME, MANAGER	$5,800
CROWN, LESTER	CHICAGO, IL	HENRY CROWN AND CO., CHAIRMAN	$5,800
DAWSON, JOHN	PALO ALTO, CA	RETIRED, RETIRED	$5,800
DEAN, NATHANIEL	NEW YORK, NY	CAPULA, PORTFOLIO MANAGER	$5,800
DIXON, KAREN	WASHINGTON, DC	SELF, ATTORNEY	$5,800
DUDA, KENNETH	MENLO PARK, CA	ARISTA NETWORKS INC., SOFTWARE ENGINEERING	$5,800
EYCHANER, FRED	CHICAGO, IL	NEWSWEB CORPORATION, EXECUTIVE/PRESIDENT/CEO	$5,800
FRIEDMANN, EDWARD	REDFIELD, IA	REDFIELD CLINIC, PHYSICIANS ASSISTANT	$5,800
KAMEN, AL	NEW YORK, NY	NONE, NONE	$5,800
KARPLUS, BARBARA	NEWBURY PARK, CA	SELF, TAX PRACTITIONER	$5,800
KATZ, LAURA	NEW YORK, NY	SELF, TUTOR	$5,800
KNOCK, JANET	DES MOINES, IA	NOT EMPLOYED, NOT EMPLOYED	$5,800
LARSE, JOHN	APTOS, CA	SELF, INVESTOR	$5,800
LINDSAY, ELLYN	LOS ANGELES, CA	NOT EMPLOYED, NOT EMPLOYED	$5,800
LIPSON, ARTHUR	SALT LAKE CITY, UT	WESTERN INVESTMENT LLC, INVESTMENTS	$5,800
LOVELACE, JAMES	SAN DIEGO, CA	CAPITAL RESEARCH GLOBAL INVESTORS, MANAGER	$5,800

Their biggest PAC and party givers

HOYER

$28K

WOMEN'S POLITICAL COMMITTEE FEDERAL

$10K

INT'L UNION UNITED AUTOMOBILE AEROSPACE & AGRICULTURAL IMPLEMENT WORKERS OF AMERICA UAW

$10K

TRUTH TO POWER

$10K

TRI-STATE MAXED-OUT WOMEN

$10K

COUNCIL OF INSURANCE AGENTS & BROKERS

$10K

PALLONE

$10K

SHEET METAL & AIR CONDITIONING CONTRACTORS' NATIONAL ASSOC., INC. POLITICAL ACTION COMMITTEE

$10K

MOULTON LEADERSHIP FUND

$10K

RENEWABLE FUELS ASSOCIATION PAC (RENEWABLE FUELS PAC)

$10K

All 25

Committee	Connected organization	Total	Gifts
AMERIPAC: THE FUND FOR A GREATER AMERICA	HOYER	$27,900	10
WOMEN'S POLITICAL COMMITTEE FEDERAL		$10,000	2
UAW - V - CAP (UAW VOLUNTARY COMMUNITY ACTION PROGRAM) 'INT'L UNION UNITED AUTOMOBILE AEROSPACE & AGRICULTURAL IMPLEMENT WORKERS OF AMERICA UAW	INT'L UNION UNITED AUTOMOBILE AEROSPACE & AGRICULTURAL IMPLEMENT WORKERS OF AMERICA UAW	$10,000	3
TRUTH TO POWER		$10,000	3
TRI-STATE MAXED-OUT WOMEN		$10,000	6
THE COUNCIL OF INSURANCE AGENTS & BROKERS POLITICAL ACTION COMMITTEE	COUNCIL OF INSURANCE AGENTS & BROKERS	$10,000	4
SHORE PAC	PALLONE	$10,000	6
SHEET METAL & AIR CONDITIONING CONTRACTORS' NATIONAL ASSOC., INC. POLITICAL ACTION COMMITTEE		$10,000	7
SERVE AMERICA PAC	MOULTON LEADERSHIP FUND	$10,000	4
RENEWABLE FUELS ASSOCIATION PAC (RENEWABLE FUELS PAC)		$10,000	3
RENEWABLE ENERGY GROUP INC POLITICAL ACTION COMMITTEE (REG PAC)	RENEWABLE ENERGY GROUP, INC.	$10,000	3
PROGRESSIVE TURNOUT PROJECT		$10,000	3
POLITICAL ACTION COMMITTEE OF THE AMERICAN ASSOCIATION OF ORTHOPAEDIC SURGEONS--PAC OF AAOS	AMERICAN ASSOCIATION OF ORTHOPAEDIC SURGEONS	$10,000	5
POET PAC	NONE	$10,000	2
PLANNED PARENTHOOD ACTION FUND INC PAC, DBA PLANNED PARENTHOOD FEDERAL PAC	PLANNED PARENTHOOD ACTION FUND INC.	$10,000	5
PEOPLE HELPING PEOPLE		$10,000	2
NEW DEMOCRAT COALITION ACTION FUND	NEWDEM SUMMER VICTORY FUND	$10,000	4
NEA FUND FOR CHILDREN AND PUBLIC EDUCATION	NATIONAL EDUCATION ASSOCIATION	$10,000	3
NATIONAL MULTIFAMILY HOUSING COUNCIL POLITICAL ACTION COMMITTEE	NATIONAL MULTIFAMILY HOUSING COUNCIL	$10,000	4
NATIONAL CORN GROWERS ASSOCIATION PAC (CORNPAC)	NATIONAL CORN GROWERS ASSOCIATION	$10,000	4
NATIONAL ASSOCIATION OF REALTORS POLITICAL ACTION COMMITTEE	CALIFORNIA REAL ESTATE POLITICAL ACTION COMMITTEE	$10,000	4
NATIONAL ASSOCIATION OF LETTER CARRIERS OF U.S.A. POLITICAL FUND (LETTER CARRIER POLITICAL FUND)	BRANCH 193 NATIONAL ASSOCIATION OF LETTER CARRIERS POLITICAL ACTION COMMITTEE	$10,000	2
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS POLITICAL ACTION COMM		$10,000	3
NATIONAL APARTMENT ASSOCIATION POLITICAL ACTION COMMITTEE	NATIONAL APARTMENT ASSOCIATION	$10,000	6
MORTGAGE BANKERS ASSOCIATION POLITICAL ACTION COMMITTEE (MORPAC)	MORTGAGE BANKERS ASSOCIATION	$10,000	6

Outside spending for and against them

Against them
For them

All of it

$4.9M

Who spent it

NRCC

$2.3M

CONGRESSIONAL LEADERSHIP FUND

$1.6M

AMERICAN PATRIOTS PAC

$399K

TERM LIMITS ACTION

$160K

DEFEND US PAC

$151K

WOMEN SPEAK OUT PAC

$75K

LCV VICTORY FUND

$71K

NATIONAL ASSOCIATION OF REALTORS POLITICAL ACTION COMMITTEE

$61K

AMERICANS FOR PROSPERITY ACTION, INC. (AFP ACTION) DBA CVA ACTION AND DBA LIBRE ACTION

$48K

ANIMAL WELLNESS ACTION

$15K

WORKING AMERICA

$8,029

CATHOLICVOTE.ORG

$6,093

See the data

Spender	For or against	Total	Reports
NRCC	against	$2,272,999	30
CONGRESSIONAL LEADERSHIP FUND	against	$1,599,305	33
AMERICAN PATRIOTS PAC	against	$399,000	1
TERM LIMITS ACTION	against	$159,703	2
DEFEND US PAC	against	$150,686	6
WOMEN SPEAK OUT PAC	against	$75,270	7
LCV VICTORY FUND	for	$70,558	8
NATIONAL ASSOCIATION OF REALTORS POLITICAL ACTION COMMITTEE	for	$60,717	4
AMERICANS FOR PROSPERITY ACTION, INC. (AFP ACTION) DBA CVA ACTION AND DBA LIBRE ACTION	against	$48,015	7
ANIMAL WELLNESS ACTION	for	$15,000	1
WORKING AMERICA	for	$8,029	3
HUMANE SOCIETY LEGISLATIVE FUND	for	$5,099	2
CATHOLICVOTE.ORG	against	$5,000	1
FREEDOMWORKS FOR AMERICA	against	$4,999	1
HELLFIRE PAC	against	$4,991	1
MEIDASTOUCH	for	$2,118	1
PROTECT THE VOTE	for	$2,000	1
CATHOLICVOTE.ORG	for	$1,093	1
MOVEON.ORG POLITICAL ACTION	for	$194	2
SIERRA CLUB INDEPENDENT ACTION	for	$10	1
PLANNED PARENTHOOD VOTES	for	$8	1

What lobbyists report giving them

By the lobbying firm or organization that filed: contributions to their campaigns and PACs, and payments to honor them (LD-203).

NATIONAL ASSOCIATION OF REALTORS

$10K

THE COUNCIL OF INSURANCE AGENTS AND BROKERS

$5,000

NATIONAL PORK PRODUCERS COUNCIL

$5,000

AMERICAN FEDERATION OF TEACHERS

$5,000

STATE FEDERAL STRATEGIES

$2,900

BARNES & THORNBURG, LLP

$500

POLICYWORKS

$250

All 7

Registrant	Total	Items	First	Latest
NATIONAL ASSOCIATION OF REALTORS	$10,000	2	Sep 24, 2021	Apr 19, 2022
THE COUNCIL OF INSURANCE AGENTS AND BROKERS	$5,000	1	Oct 31, 2022	Oct 31, 2022
NATIONAL PORK PRODUCERS COUNCIL	$5,000	1	Oct 21, 2021	Oct 21, 2021
AMERICAN FEDERATION OF TEACHERS	$5,000	1	Mar 23, 2022	Mar 23, 2022
STATE FEDERAL STRATEGIES	$2,900	1	Sep 22, 2021	Sep 22, 2021
BARNES & THORNBURG, LLP	$500	1	Jun 22, 2021	Jun 22, 2021
POLICYWORKS	$250	1	Jun 19, 2021	Jun 19, 2021

Earmarks they asked for

Congressionally directed spending enacted at their request, alone or with others: 24 earmarks, $34.0M. 1 went to an organization whose employees gave to Axne's campaigns ($100K).

To an organization whose employees gave to them
To one whose lobbying firm's lobbyists gave to them
Other earmarks

FY 2023

$23.8M

FY 2022

$10.2M

Against chance: set beside the earmarks other members of their state's delegation asked for on their own, in the same year and account, 1 of the 20 of theirs went to their donors' employers; chance gives about 1: about what chance gives.

The largest

Des Moines Airport (DSM) Terminal Design

Department of Transportation

$7.0M

Broadway Multimodal Improvements Project

Department of Transportation

$5.0M

North Glycol Storage Tank Repair, Des Moines International Airport (DSM)

Department of Transportation

$3.3M

Montgomery County Bridge Replacement Project

Department of Transportation

$2.0M

Perry Downtown Improvements Phase 1 City of Perry, Iowa

Department of Housing and Urban Development

$1.9M

Bridge Replacement - PPCB on County Highway R57 over North River, FHWA# 335290

Department of Transportation

$1.6M

Wesley Community Services, Inc.

Department of Health and Human Services

$1.3M

City of Pacific Junction for a Green Infrastructure Project

Environmental Protection Agency

$1.0M

Griswold Child Development Center Noble Initiative Foundation

Department of Agriculture

$1.0M

City of Johnston for Sewer Extension Project

Environmental Protection Agency

$1.0M

All 24

Year	Recipient	Amount	Its employees gave them
FY 2023	Des Moines Airport (DSM) Terminal Design Department of Transportation · Grants-in-Aid for Airports · IA	$7,000,000
FY 2023	Broadway Multimodal Improvements Project Department of Transportation · Highway Infrastructure Programs · IA	$5,000,000
FY 2023	Montgomery County Bridge Replacement Project Department of Transportation · Highway Infrastructure Programs · IA	$2,000,000
FY 2023	Perry Downtown Improvements Phase 1 City of Perry, Iowa Department of Housing and Urban Development · Community Development Fund · IA	$1,919,082
FY 2023	Wesley Community Services, Inc. Wesley Community Services, Inc., Johnston, IA for expanding access to and delivery of senior services, including the purchase of equipment Department of Health and Human Services · Administration for Community Living · IA	$1,322,415
FY 2023	City of Pacific Junction for a Green Infrastructure Project Environmental Protection Agency · State and Tribal Assistance Grants - Clean Water State Revolving Fund · IA	$1,000,000
FY 2023	Griswold Child Development Center Noble Initiative Foundation Department of Agriculture · Rural Housing Service · IA	$1,000,000
FY 2023	Adams County Entrepreneur and Business Incubator Center Adams County Economic Development Corporation Department of Housing and Urban Development · Community Development Fund · IA	$779,025
FY 2023	Mount Ayr Downtown Revitalization Project City of Mount Ayr Department of Housing and Urban Development · Community Development Fund · IA	$750,000
FY 2023	Food Bank of Iowa Warehouse Expansion for a Hunger Free Iowa Food Bank of Iowa Department of Housing and Urban Development · Community Development Fund · IA	$750,000
FY 2023	Building Their Futures Through the Iowa Homeless Youth Center Employment Skill Building Initiative Facility Iowa Homeless Youth Center Department of Housing and Urban Development · Community Development Fund · IA	$750,000
FY 2023	City of Clive for the Greenbelt Landing Project Environmental Protection Agency · State and Tribal Assistance Grants - Clean Water State Revolving Fund · IA	$500,000
FY 2023	Neighborhood Finance Corporation's Workforce Housing in Polk County Neighborhood Finance Corporation Department of Housing and Urban Development · Community Development Fund · IA	$360,000
FY 2023	Des Moines Area Community College Des Moines Area Community College, Ankeny, IA for a workforce development initiative and equipment Department of Labor · Employment and Training Administration · IA	$339,000
FY 2023	Windsor Heights P25 Radio Replacement Project Windsor Heights Police and Fire Department Department of Justice · COPS Tech · IA	$301,000
FY 2022	North Glycol Storage Tank Repair, Des Moines International Airport (DSM) Department of Transportation · Grants-in-Aid for Airports · IA	$3,267,000
FY 2022	Bridge Replacement - PPCB on County Highway R57 over North River, FHWA# 335290 Department of Transportation · Highway Infrastructure Programs · IA	$1,600,000
FY 2022	City of Johnston for Sewer Extension Project Environmental Protection Agency · State and Tribal Assistance Grants - Clean Water SRF · IA	$1,000,000
FY 2022	Stanton Child Care Resource Center Expansion Stanton Child Care Resource Center Department of Agriculture · Community Facilities · IA	$1,000,000
FY 2022	Raccoon River East Pedestrian Bridge Department of Transportation · Highway Infrastructure Programs · IA	$1,000,000
FY 2022	The South End Housing Development Program City of Council Bluffs Department of Housing and Urban Development · Community Development Fund · IA	$904,336
FY 2022	Ringgold County Child Care Center Re-Design Ringgold County Child Care Center Department of Agriculture · Community Facilities · IA	$725,366
FY 2022	Creston City Water Works for water intake Project Environmental Protection Agency · State and Tribal Assistance Grants - Drinking Water SRF · IA	$600,000
FY 2022	Primary Health Care, Inc. Primary Health Care, Inc., Des Moines, IA for facilities and equipment Department of Health and Human Services · Health Resources and Services Administration (HRSA) · IA	$100,000	$50, 1 donor

Fiscal years 2022–24 from GAO's Tracking the Funds data; 2026 from the House Appropriations Committee's tables. Matched to donors' employers and lobbying clients by name only; an employer's gifts are those in two-year periods up to the earmark's year, shown on each of its earmarks.

How they've voted lately

Nothing on record.

What they sponsor bills about

117th Congress: 40 sponsored, 1 became law

Taxation

Housing and Community Development

Health

Finance and Financial Sector

Agriculture and Food

Armed Forces and National Security

Labor and Employment

Animals

Their bills

Bill	Latest action
H.R. 2441Public Law 117-21 Sgt. Ketchum Rural Veterans Mental Health Act of 2021	Jun 30, 2021 Became Public Law No: 117-21.
H.R. 9309 To amend the Animal Welfare Act to provide for greater protection of roosters, and for other purposes.	Nov 29, 2022 Referred to the Subcommittee on Livestock and Foreign Agriculture.
H.Res. 1398 Supporting the designation of the week beginning September 25, 2022, as "National Source Water Protection Week".	Sep 29, 2022 Referred to the Subcommittee on Environment and Climate Change.
H.R. 8345 Locked Out Workers Healthcare Protection Act	Jul 13, 2022 Referred to the House Committee on Education and Labor.
H.R. 7911 Safe at Home Act of 2022	May 31, 2022 Referred to the House Committee on Financial Services.
H.R. 7639 Cattle Price Discovery and Transparency Act of 2022	May 19, 2022 Referred to the Subcommittee on Livestock and Foreign Agriculture.
H.R. 7573 Telehealth Extension and Evaluation Act	Nov 1, 2022 Referred to the Subcommittee on Crime, Terrorism, and Homeland Security.
H.R. 7196 Flexibility in Addressing Rural Homelessness Act of 2022	Jul 20, 2022 Placed on the Union Calendar, Calendar No. 330.
H.R. 6557 Striking Workers Healthcare Protection Act	Feb 2, 2022 Referred to the House Committee on Education and Labor.
H.R. 6478 Supply Chain Resiliency Act	Jan 26, 2022 Referred to the Subcommittee on Consumer Protection and Commerce.
H.R. 6376 Student Veteran Work Study Modernization Act	May 18, 2022 Received in the Senate and Read twice and referred to the Committee on Veterans' Affairs.
H.R. 6355 To require the Postal Service to establish a website providing information on post offices experiencing emergency suspen	Jan 6, 2022 Referred to the House Committee on Oversight and Reform.
H.R. 6100 To amend the Animal Welfare Act to increase enforcement with respect to violations of that Act, and for other purposes.	Jan 4, 2022 Referred to the Subcommittee on Livestock and Foreign Agriculture.
H.R. 5992 Cattle Price Discovery and Transparency Act of 2021	Dec 2, 2021 Referred to the Subcommittee on Livestock and Foreign Agriculture.
H.R. 5637 Meeting our Seniors’ Social Security Needs Act	Oct 20, 2021 Referred to the Subcommittee on Social Security.
H.R. 5128 Expanding Access to Capital for Rural Job Creators Act	Jul 27, 2022 Received in the Senate and Read twice and referred to the Committee on Banking, Housing, and Urban Affairs.
H.R. 5054 Keep Physicians Serving Patients Act of 2021	Aug 23, 2021 Referred to the Subcommittee on Health.
H.R. 4735 Provider Relief Fund Deadline Extension Act	Jul 29, 2021 Referred to the Subcommittee on Health.
H.R. 4700 Transition for Success Act	Jul 27, 2021 Referred to the House Committee on Armed Services.
H.R. 4377 Volunteer First Responder Housing Act	Jul 9, 2021 Referred to the House Committee on Financial Services.
H.R. 4254 Low Carbon Biofuel Act	Jun 30, 2021 Referred to the House Committee on Ways and Means.
H.R. 3689 Americans Giving Care to Elders (AGE) Act of 2021	Jun 4, 2021 Referred to the House Committee on Ways and Means.
H.R. 3652 National Food Waste Reduction Act	Jun 1, 2021 Referred to the House Committee on Agriculture.
H.R. 3559 Stop Swaps, Protect Local Jobs Act	Jun 1, 2021 Referred to the Subcommittee on Highways and Transit.
H.R. 3471 Workforce Investment Disclosure Act of 2021	May 25, 2021 Referred to the House Committee on Financial Services.

Congress	Sponsored	Became law	Cosponsored
117th	40	1	559

From their payroll to lobbying

People Axne's office paid, by the House's Statement of Disbursements, who later filed lobbying reports (LD-2), lobbying from after the office last paid them: matched by name only where one person on the whole House payroll and one registered lobbyist have it. "Confirmed": their lobbying reports list a job with Axne themselves.

DENISE FLEMING ✓

Legislative Director, last paid Q1 2022 · WORKMONEY, INC (DBA WORKMONEY)

1 client

See the data

Lobbyist	On the payroll as	Last paid	Lobbying for	Clients	Years	Confirmed
DENISE FLEMING	Legislative Director	Q1 2022	WORKMONEY, INC (DBA WORKMONEY)	1	2022–2025	yes

Holdings and trades

$576K – $2.6Mnet worth, 2023 report

252trades on their reports

151 of 213trades reported after 45 days

473 daystypical time to report a trade

0reports filed on paper

0filing extensions

Net worth, year by year

Their annual reports' value bands added up, less their debts', from the least to the most they could be worth (spouse and dependents included, a home not), on a log scale.

Largest holdings, 2023 report

Creation Agents LLC

Business Entity · Spouse

$250K+

Aggressive Growth Age-Based Track: Conservative Growth

Mutual Funds · Joint

$50K+

American Funds Am Balanced R4

Mutual Funds · Self

$50K+

Voya Fixed Plus III

Mutual Funds · Self

$50K+

Aggressive Growth Age-Based Track: Income Portfolio

Mutual Funds · Joint

$15K+

Principal Blue Chip Institutional Class

Mutual Funds · Spouse

$15K+

RJ Bank Deposit Program

Bank Deposit · Spouse

$15K+

Victory Integrity Sm-Cp Value Fnd R6

Mutual Funds · Self

$15K+

Virtus Crdx Lg-Cp Val Eqty Fd I

Mutual Funds · Self

$15K+

Alphabet Inc. - Class C Capital Stock

Corporate Securities · Joint

$1,001+

Clearbridge All Cap Growth ETF

Mutual Funds · Joint

$1,001+

Mastercard Incorporated

Corporate Securities · Joint

$1,001+

Their 25 largest holdings, as a table

Asset	Kind	Owner	Value	Income
Creation Agents LLC	Business Entity	Spouse	$250K – $500K	None: —
Aggressive Growth Age-Based Track: Conservative Growth	Mutual Funds	Joint	$50K – $100K	Tax-Deferred: —
American Funds Am Balanced R4	Mutual Funds	Self	$50K – $100K	Tax-Deferred: —
Voya Fixed Plus III	Mutual Funds	Self	$50K – $100K	Tax-Deferred: —
Aggressive Growth Age-Based Track: Income Portfolio	Mutual Funds	Joint	$15K – $50K	Tax-Deferred: —
Principal Blue Chip Institutional Class	Mutual Funds	Spouse	$15K – $50K	Tax-Deferred: —
RJ Bank Deposit Program	Bank Deposit	Spouse	$15K – $50K	Tax-Deferred: —
Victory Integrity Sm-Cp Value Fnd R6	Mutual Funds	Self	$15K – $50K	Tax-Deferred: —
Virtus Crdx Lg-Cp Val Eqty Fd I	Mutual Funds	Self	$15K – $50K	Tax-Deferred: —
Alphabet Inc. - Class C Capital Stock	Corporate Securities	Joint	$1,001 – $15K	None: —
Clearbridge All Cap Growth ETF	Mutual Funds	Joint	$1,001 – $15K	None: —
Mastercard Incorporated	Corporate Securities	Joint	$1,001 – $15K	None: —
Nike, Inc.	Corporate Securities	Joint	$1,001 – $15K	None: —
Progressive Corporation	Corporate Securities	Joint	$1,001 – $15K	None: —
RJ Bank Deposit Program	Bank Deposit	Joint	$1,001 – $15K	None: —
Visa Inc.	Corporate Securities	Joint	$1,001 – $15K	None: —
Alphabet Inc. - Class C Capital Stock	Corporate Securities	Self	$1,001 – $15K	Tax-Deferred: —
Amazon.com, Inc.	Corporate Securities	Self	$1,001 – $15K	Tax-Deferred: —
American Tower Corporation (REIT)	Corporate Securities	Self	$1,001 – $15K	Tax-Deferred: —
Arch Capital Group Ltd.	Corporate Securities	Self	$1,001 – $15K	Tax-Deferred: —
AutoZone, Inc.	Corporate Securities	Self	$1,001 – $15K	Tax-Deferred: —
Bank of America Corporation	Corporate Securities	Self	$1,001 – $15K	Tax-Deferred: —
Berkshire Hathaway Inc. New	Corporate Securities	Self	$1,001 – $15K	Tax-Deferred: —
Brown Forman Inc Class B	Corporate Securities	Self	$1,001 – $15K	Tax-Deferred: —
Church & Dwight Company, Inc.	Corporate Securities	Self	$1,001 – $15K	Tax-Deferred: —

Trades, month by month

Every trade on their reports by the trade's date: purchases up, sales down. Hover a month for what was traded.

Purchases
Sales

What they trade most

Markel Corporation (MKL)

2019–2021 · $11K – $165K

11 trades

Johnson & Johnson (JNJ)

2019–2022 · $10K – $150K

10 trades

Visa Inc. (V)

2020–2021 · $10K – $150K

10 trades

Aggressive Growth Age-Based Track: Income Portfolio

2021–2022 · $58K – $220K

9 trades

Mastercard Incorporated (MA)

2020–2021 · $9,009 – $135K

9 trades

SS&C Technologies Holdings, Inc. (SSNC)

2019–2020 · $7,007 – $105K

7 trades

Wells Fargo & Company (WFC)

2019–2020 · $7,007 – $105K

7 trades

unilever PLC (UL)

2020–2020 · $7,007 – $105K

7 trades

Liberty Broadband Corporation - Class A (LBRDA)

2020–2022 · $7,007 – $105K

7 trades

Facebook, Inc. - Class A (FB)

2019–2020 · $6,006 – $90K

6 trades

All 252 trades

Date	Asset	Trade	Owner	Amount	Days to report
2022-12-28	Aggressive Growth Age-Based Track: Income Portfolio via College Savings Iowa 529 Plan -1	Sale (Partial)	Joint	$1,001 – $15K	annual
2022-12-23	PGIM Ultra Short Bond ETF via John Axne IRA	Purchase	Spouse	$1,001 – $15K	annual
2022-12-23	PGIM Ultra Short Bond ETF via Creation Agents LLC 401K	Purchase	Spouse	$1,001 – $15K	annual
2022-12-23	Jefferies Financial Group Inc. via Cindy Axne IRA	Sale (Full)	Self	$1,001 – $15K	10
2022-12-23	Jefferies Financial Group Inc. via Creation Agents LLC 401K	Sale (Full)	Spouse	$1,001 – $15K	10
2022-12-23	Jefferies Financial Group Inc. via John Axne IRA	Sale (Full)	Spouse	$1,001 – $15K	10
2022-11-23	Danaher Corporation via Creation Agents LLC 401K	Purchase	Spouse	$1,001 – $15K	14
2022-11-23	Danaher Corporation via Cindy Axne IRA	Purchase	Self	$1,001 – $15K	14
2022-11-23	Church & Dwight Company, Inc. via Cindy Axne IRA	Purchase	Self	$1,001 – $15K	14
2022-11-23	Amazon.com, Inc. via Creation Agents LLC 401K	Purchase	Spouse	$1,001 – $15K	14
2022-11-18	Parnassus Core Equity Fund Institutional Class via Creation Agents LLC 401K	Purchase	Spouse	$1,001 – $15K	annual
2022-11-09	PayPal Holdings, Inc. via John Axne IRA	Sale (Full)	Spouse	$1,001 – $15K	6
2022-11-09	PayPal Holdings, Inc. via Creation Agents LLC 401K	Sale (Full)	Spouse	$1,001 – $15K	6
2022-11-09	PayPal Holdings, Inc. via Cindy Axne IRA	Sale (Full)	Self	$1,001 – $15K	6
2022-11-03	Lockheed Martin Corporation via Creation Agents LLC 401K	Sale (Full)	Spouse	$1,001 – $15K	12
2022-09-08	Liberty Broadband Corporation - Class A via Creation Agents LLC 401K	Sale (Full)	Spouse	$1,001 – $15K	8
2022-09-08	Liberty Broadband Corporation - Class A via John Axne IRA	Sale (Full)	Spouse	$1,001 – $15K	8
2022-09-08	Liberty Broadband Corporation - Class A via Cindy Axne IRA	Sale (Full)	Self	$1,001 – $15K	8
2022-08-12	Liberty Broadband Corporation - Class A via Creation Agents LLC 401K	Sale (Partial)	Spouse	$1,001 – $15K	3
2022-07-29	Aggressive Growth Age-Based Track: Conservative Growth via College Savings Iowa 529 Plan -2	Sale (Partial)	Joint	$15K – $50K	annual
2022-07-11	Aggressive Growth Age-Based Track: Conservative Growth via College Savings Iowa 529 Plan -2	Sale (Partial)	Joint	$1,001 – $15K	annual
2022-07-11	Aggressive Growth Age-Based Track: Income Portfolio via College Savings Iowa 529 Plan -1	Sale (Partial)	Joint	$1,001 – $15K	annual
2022-07-05	Aggressive Growth Age-Based Track: Moderate Growth via College Savings Iowa 529 Plan -2	Sale (Full)	Joint	$50K – $100K	annual
2022-07-05	Aggressive Growth Age-Based Track: Conservative Growth via College Savings Iowa 529 Plan -2	Purchase	Joint	$50K – $100K	annual
2022-06-15	Baird Core Plus Bond Fund INSTL Class via Creation Agents LLC 401K	Sale (Full)	Spouse	$1,001 – $15K	annual
2022-06-15	BellRing Brands, Inc. via Creation Agents LLC 401K	Sale (Full)	Spouse	$1,001 – $15K	17
2022-05-25	KKR & Company Inc. 6% MCONV PFD C 6% [CS] Further, I CERTIFY that I have disclosed Cindy A via Cindy Axne IRA	Purchase	Self	$1,001 – $15K	9
2022-05-25	KKR & Company Inc. 6% MCONV PFD C 6% via Creation Agents LLC 401K	Purchase	Spouse	$1,001 – $15K	9
2022-05-25	KKR & Company Inc. 6% MCONV PFD C 6% via John Axne IRA	Purchase	Spouse	$1,001 – $15K	9
2022-05-12	JP Morgan Chase & Co. via John Axne IRA	Sale (Full)	Spouse	$1,001 – $15K	22
2022-05-12	JP Morgan Chase & Co. via Creation Agents LLC 401K	Sale (Full)	Spouse	$1,001 – $15K	22
2022-05-12	JP Morgan Chase & Co. via Cindy Axne IRA	Sale (Full)	Self	$1,001 – $15K	22
2022-05-10	Danaher Corporation via Creation Agents LLC 401K	Purchase	Spouse	$1,001 – $15K	24
2022-05-10	Danaher Corporation via John Axne IRA	Purchase	Spouse	$1,001 – $15K	24
2022-05-10	Danaher Corporation via Cindy Axne IRA	Purchase	Self	$1,001 – $15K	24
2022-05-04	Western Asset Core Plus Bond Fund CL I via John Axne IRA	Sale (Full)	Spouse	$1,001 – $15K	annual
2022-05-04	Johnson & Johnson via Creation Agents LLC 401K	Sale (Full)	Spouse	$1,001 – $15K	30
2022-05-04	Johnson & Johnson via John Axne IRA	Sale (Full)	Spouse	$1,001 – $15K	30
2022-05-04	Johnson & Johnson via Cindy Axne IRA	Sale (Full)	Self	$1,001 – $15K	30
2022-05-03	Western Asset Core Plus Bond Fund CL I via Creation Agents LLC 401K	Sale (Full)	Spouse	$1,001 – $15K	annual
2022-02-28	Aggressive Growth Age-Based Track: Income Portfolio via College Savings Iowa 529 Plan -1	Sale (Partial)	Joint	$1,001 – $15K	annual
2022-02-28	PayPal Holdings, Inc.	Purchase	Spouse	$1,001 – $15K	7
2022-02-28	PayPal Holdings, Inc.	Purchase	Self	$1,001 – $15K	7
2022-02-28	PayPal Holdings, Inc.	Purchase	Spouse	$1,001 – $15K	7
2022-02-24	Lockheed Martin Corporation	Sale (Partial)	Spouse	$1,001 – $15K	11
2022-02-15	KKR & Company Inc. 6% MCONV PFd C 6%	Purchase	Spouse	$1,001 – $15K	20
2022-02-15	KKR & Company Inc. 6% MCONV PFd C 6%	Purchase	Spouse	$1,001 – $15K	20
2022-02-15	KKR & Company Inc. 6% MCONV PFd C 6%	Purchase	Self	$1,001 – $15K	20
2022-02-10	Lockheed Martin Corporation	Sale (Partial)	Spouse	$1,001 – $15K	25
2022-01-18	Clearbridge All Cap Growth ETF via Creation Agents LLC 401K	Purchase	Spouse	$1,001 – $15K	annual
2022-01-15	US Bancorp Dep SHS PFD F Non- Cumulative Series F6.5%	Sale (Full)	Self	$1,001 – $15K	24
2022-01-15	US Bancorp Dep SHS PFD F Non- Cumulative Series F6.5%	Sale (Full)	Spouse	$1,001 – $15K	24
2022-01-15	US Bancorp Dep SHS PFD F Non- Cumulative Series F6.5%	Sale (Full)	Spouse	$1,001 – $15K	24
2022-01-14	Principal Blue Chip Institutional Class via Creation Agents LLC 401K	Purchase	Spouse	$1,001 – $15K	annual
2022-01-14	PGIM Strategic Bond Fund CL Z via Creation Agents LLC 401K	Purchase	Spouse	$1,001 – $15K	annual
2022-01-13	PGIM Ultra Short Bond ETF via Creation Agents LLC 401K	Sale (Full)	Spouse	$1,001 – $15K	annual
2022-01-13	Starbucks Corporation	Purchase	Spouse	$1,001 – $15K	26
2022-01-13	Liberty Broadband Corporation - Class A	Purchase	Spouse	$1,001 – $15K	26
2022-01-13	Keysight Technologies Inc.	Purchase	Spouse	$1,001 – $15K	26
2022-01-13	Jefferies Financial group Inc.	Purchase	Spouse	$1,001 – $15K	26
2022-01-13	global Payments Inc.	Purchase	Spouse	$1,001 – $15K	26
2022-01-13	Brown Forman Inc Class B	Purchase	Spouse	$1,001 – $15K	26
2021-12-27	Aggressive Growth Age-Based Track: Income Portfolio via College Savings Iowa 529 Plan -1	Sale (Partial)	Joint	$1,001 – $15K	annual
2021-12-14	Principal Blue Chip Institutional Class via Creation Agents LLC 401K	Purchase	Spouse	$1,001 – $15K	annual
2021-11-26	Western Asset Core Plus Bond Fund CL I via Creation Agents LLC 401K	Sale (Partial)	Spouse	$1,001 – $15K	annual
2021-11-23	Visa Inc.	Purchase	Self	$1,001 – $15K	14
2021-11-23	Visa Inc.	Purchase	Spouse	$1,001 – $15K	14
2021-11-23	Mastercard Incorporated	Purchase	Spouse	$1,001 – $15K	14
2021-11-19	Parnassus Core Equity Fund Institutional Class via Creation Agents LLC 401K	Purchase	Spouse	$1,001 – $15K	annual
2021-11-16	global Payments Inc.	Purchase	Self	$1,001 – $15K	21
2021-11-16	global Payments Inc.	Purchase	Spouse	$1,001 – $15K	21
2021-11-16	global Payments Inc.	Purchase	Spouse	$1,001 – $15K	21
2021-11-11	Markel Corporation	Sale (Full)	Self	$1,001 – $15K	26
2021-11-11	Markel Corporation	Sale (Full)	Spouse	$1,001 – $15K	26
2021-11-11	Markel Corporation	Sale (Full)	Spouse	$1,001 – $15K	26
2021-10-22	Visa Inc. via Creation Agents LLC 401K	Purchase	Spouse	$1,001 – $15K	annual
2021-10-22	Mastercard Incorporated via Creation Agents LLC 401K	Purchase	Spouse	$1,001 – $15K	annual
2021-10-22	Mastercard Incorporated via Cindy Axne IRA	Purchase	Self	$1,001 – $15K	annual
2021-10-21	Berkshire Hathaway Inc. New via Creation Agents LLC 401K	Sale (Partial)	Spouse	$1,001 – $15K	annual
2021-10-21	Berkshire Hathaway Inc. New via Cindy Axne IRA	Sale (Partial)	Self	$1,001 – $15K	annual
2021-10-05	Aggressive Growth Age-Based Track: Income Portfolio via College Savings Iowa 529 Plan -1	Sale (Partial)	Joint	$1,001 – $15K	annual
2021-10-04	Aggressive Growth Age-Based Track: Income Portfolio via College Savings Iowa 529 Plan -1	Sale (Partial)	Joint	$1,001 – $15K	annual
2021-09-17	Liberty broadband Corporation PFd 5%; due 3/14/2039	Purchase	Spouse	$1,001 – $15K	21
2021-09-17	Liberty broadband Corporation PFd 5%; due 3/14/2039	Purchase	Self	$1,001 – $15K	21
2021-09-17	Liberty broadband Corporation PFd 5%; due 3/14/2039	Purchase	Spouse	$1,001 – $15K	21
2021-09-15	Templeton Global Bond Fund Adv via State of Iowa Deferred Comp Program	Sale (Full)	Self	$1,001 – $15K	annual
2021-09-15	Dodge & Cox Global Bond Fund via State of Iowa Deferred Comp Program	Purchase	Self	$1,001 – $15K	annual
2021-08-30	Markel Corporation	Sale (Partial)	Spouse	$1,001 – $15K	39
2021-08-27	Markel Corporation	Sale (Partial)	Spouse	$1,001 – $15K	42
2021-08-27	Markel Corporation	Sale (Partial)	Self	$1,001 – $15K	42
2021-08-27	Church & dwight Company, Inc.	Purchase	Spouse	$1,001 – $15K	42
2021-08-27	Church & dwight Company, Inc.	Purchase	Self	$1,001 – $15K	42
2021-08-20	Amazon.com, Inc.	Purchase	Spouse	$1,001 – $15K	49
2021-08-20	Amazon.com, Inc.	Purchase	Self	$1,001 – $15K	49
2021-07-12	Aggressive Growth Age-Based Track: Income Portfolio via College Savings Iowa 529 Plan -1	Sale (Partial)	Joint	$1,001 – $15K	annual
2021-06-11	Keysight Technologies Inc.	Purchase	Spouse	$1,001 – $15K	119
2021-06-11	Church & dwight Company, Inc.	Purchase	Spouse	$1,001 – $15K	119
2021-06-10	Amazon.com, Inc.	Purchase	Spouse	$1,001 – $15K	120
2021-06-10	Amazon.com, Inc.	Purchase	Spouse	$1,001 – $15K	120
2021-06-10	Amazon.com, Inc.	Purchase	Self	$1,001 – $15K	120
2021-05-18	JPMorgan Ultra Short Income ETF via John Axne IRA	Sale (Full)	Spouse	$1,001 – $15K	annual
2021-05-18	JPMorgan Ultra Short Income ETF via Creation Agents LLC 401K	Sale (Full)	Spouse	$1,001 – $15K	annual
2021-05-18	JPMorgan Ultra Short Income ETF via Cindy Axne IRA	Sale (Full)	Self	$1,001 – $15K	annual
2021-04-08	Liberty broadband Corporation - Class A	Purchase	Spouse	$1,001 – $15K	183
2021-04-05	Aggressive Growth Age-Based Track: Income Portfolio via College Savings Iowa 529 Plan -1	Purchase	Joint	$1,001 – $15K	annual
2021-04-05	Aggressive Growth Age-Based Track: Income Portfolio via College Savings Iowa 529 Plan -1	Purchase	Joint	$50K – $100K	annual
2021-04-05	Aggressive Growth Age-Based Track: Conservative Growth Portfolio via College Savings Iowa 529 Plan -1	Sale (Full)	Joint	$1,001 – $15K	annual
2021-04-05	Aggressive Growth Age-Based Track: Conservative Growth Portfolio via College Savings Iowa 529 Plan -1	Sale (Partial)	Joint	$50K – $100K	annual
2021-01-21	Principal Blue Chip Institutional Class via Creation Agents LLC 401K	Purchase	Spouse	$1,001 – $15K	annual
2021-01-20	Progressive Corporation	Purchase	Spouse	$1,001 – $15K	261
2021-01-20	Lockheed Martin Corporation	Purchase	Spouse	$1,001 – $15K	261
2021-01-20	AutoZone, Inc.	Purchase	Spouse	$1,001 – $15K	261
2020-12-30	Liberty broadband Corporation - Class A	Purchase	Spouse	$1,001 – $15K	282
2020-12-30	AutoZone, Inc.	Purchase	Spouse	$1,001 – $15K	282
2020-12-30	AutoZone, Inc.	Purchase	Self	$1,001 – $15K	282
2020-12-30	AutoZone, Inc.	Purchase	Spouse	$1,001 – $15K	282
2020-12-24	Wells Fargo & Company	Sale (Full)	Spouse	$1,001 – $15K	288
2020-12-24	Wells Fargo & Company	Sale (Full)	Self	$1,001 – $15K	288
2020-12-24	Wells Fargo & Company	Sale (Full)	Spouse	$1,001 – $15K	288
2020-12-16	unilever PLC	Sale (Full)	Spouse	$1,001 – $15K	296
2020-12-16	unilever PLC	Sale (Full)	Spouse	$1,001 – $15K	296
2020-12-16	unilever PLC	Sale (Full)	Self	$1,001 – $15K	296
2020-12-15	Arch Capital group Ltd.	Purchase	Spouse	$1,001 – $15K	297
2020-12-11	unilever PLC	Sale (Partial)	Spouse	$1,001 – $15K	301
2020-12-10	Progressive Corporation	Purchase	Spouse	$1,001 – $15K	302
2020-12-10	O'Reilly Automotive, Inc.	Purchase	Spouse	$1,001 – $15K	302
2020-12-10	American Tower Corporation	Purchase	Spouse	$1,001 – $15K	302
2020-11-23	Visa Inc.	Purchase	Spouse	$1,001 – $15K	319
2020-11-23	Visa Inc.	Purchase	Self	$1,001 – $15K	319
2020-10-28	Visa Inc.	Purchase	Spouse	$1,001 – $15K	345
2020-10-28	Mastercard Incorporated	Purchase	Spouse	$1,001 – $15K	345
2020-09-11	Post Holdings, Inc.	Purchase	Spouse	$1,001 – $15K	392
2020-09-11	Post Holdings, Inc.	Purchase	Self	$1,001 – $15K	392
2020-09-11	Post Holdings, Inc.	Purchase	Spouse	$1,001 – $15K	392
2020-07-17	Stryker Corporation	Purchase	Spouse	$1,001 – $15K	448
2020-07-17	Stryker Corporation	Purchase	Self	$1,001 – $15K	448
2020-07-13	Stryker Corporation	Purchase	Spouse	$1,001 – $15K	452
2020-07-13	berkshire Hathaway Inc. New	Purchase	Spouse	$1,001 – $15K	452
2020-06-25	Visa Inc.	Purchase	Spouse	$1,001 – $15K	470
2020-06-25	Progressive Corporation	Purchase	Self	$1,001 – $15K	470
2020-06-25	Mastercard Incorporated	Purchase	Spouse	$1,001 – $15K	470
2020-06-24	Facebook, Inc. - Class A	Sale (Full)	Spouse	$1,001 – $15K	471
2020-06-24	Facebook, Inc. - Class A	Sale (Full)	Self	$1,001 – $15K	471
2020-06-24	Facebook, Inc. - Class A	Sale (Full)	Spouse	$1,001 – $15K	471
2020-06-24	Facebook, Inc. - Class A	Sale (Full)	Joint	$1,001 – $15K	471
2020-06-22	Starbucks Corporation	Purchase	Spouse	$1,001 – $15K	473
2020-06-22	Starbucks Corporation	Purchase	Self	$1,001 – $15K	473
2020-04-22	Visa Inc.	Purchase	Self	$1,001 – $15K	534
2020-04-22	Mastercard Incorporated	Purchase	Spouse	$1,001 – $15K	534
2020-04-22	Mastercard Incorporated	Purchase	Self	$1,001 – $15K	534
2020-04-21	Johnson & Johnson	Sale (Partial)	Spouse	$1,001 – $15K	535
2020-04-17	Alphabet Inc. - Class C Capital Stock	Sale (Partial)	Self	$1,001 – $15K	539
2020-04-17	Alphabet Inc. - Class C Capital Stock	Sale (Partial)	Spouse	$1,001 – $15K	539
2020-04-17	Alphabet Inc. - Class C Capital Stock	Sale (Partial)	Spouse	$1,001 – $15K	539
2020-04-01	CarMax Inc	Sale (Full)	Spouse	$1,001 – $15K	555
2020-04-01	CarMax Inc	Sale (Full)	Self	$1,001 – $15K	555
2020-03-30	Starbucks Corporation	Purchase	Spouse	$1,001 – $15K	557
2020-03-30	Starbucks Corporation	Purchase	Spouse	$1,001 – $15K	557
2020-03-30	Starbucks Corporation	Purchase	Self	$1,001 – $15K	557
2020-03-27	CarMax Inc	Sale (Partial)	Self	$1,001 – $15K	560
2020-03-23	Illinois Tool Works Inc.	Sale (Full)	Self	$1,001 – $15K	564
2020-03-19	Visa Inc.	Purchase	Self	$1,001 – $15K	568
2020-03-19	Visa Inc.	Purchase	Spouse	$1,001 – $15K	568
2020-03-19	Mastercard Incorporated	Purchase	Spouse	$1,001 – $15K	568
2020-03-19	Mastercard Incorporated	Purchase	Self	$1,001 – $15K	568
2020-03-12	SS&C Technologies Holdings, Inc.	Sale (Full)	Self	$1,001 – $15K	575
2020-03-12	SS&C Technologies Holdings, Inc.	Sale (Full)	Spouse	$1,001 – $15K	575
2020-03-12	SS&C Technologies Holdings, Inc.	Sale (Full)	Spouse	$1,001 – $15K	575
2020-03-11	Illinois Tool Works Inc.	Sale (Partial)	Self	$1,001 – $15K	576
2020-03-11	Illinois Tool Works Inc.	Sale (Full)	Spouse	$1,001 – $15K	576
2020-03-09	dollar Tree, Inc.	Sale (Full)	Self	$1,001 – $15K	578
2020-03-09	dollar Tree, Inc.	Sale (Full)	Spouse	$1,001 – $15K	578
2020-03-09	dollar Tree, Inc.	Sale (Full)	Spouse	$1,001 – $15K	578
2020-03-09	becton, dickinson and Company	Sale (Full)	Spouse	$1,001 – $15K	578
2020-03-09	becton, dickinson and Company	Sale (Full)	Spouse	$1,001 – $15K	578
2020-03-09	becton, dickinson and Company	Sale (Full)	Self	$1,001 – $15K	578
2020-03-06	dollar Tree, Inc.	Sale (Partial)	Spouse	$1,001 – $15K	581
2020-02-27	Cerner Corporation	Sale (Full)	Self	$1,001 – $15K	589
2020-02-27	Cerner Corporation	Sale (Full)	Spouse	$1,001 – $15K	589
2020-02-27	Cerner Corporation	Sale (Full)	Spouse	$1,001 – $15K	589
2020-02-13	Wells Fargo & Company	Purchase	Spouse	$1,001 – $15K	603
2020-02-13	Wells Fargo & Company	Purchase	Spouse	$1,001 – $15K	603
2020-02-13	Johnson & Johnson	Purchase	Spouse	$1,001 – $15K	603
2020-02-13	Johnson & Johnson	Purchase	Spouse	$1,001 – $15K	603
2020-02-13	berkshire Hathaway Inc. New	Purchase	Spouse	$1,001 – $15K	603
2020-01-28	unilever PLC	Purchase	Spouse	$1,001 – $15K	619
2020-01-28	unilever PLC	Purchase	Spouse	$1,001 – $15K	619
2020-01-28	unilever PLC	Purchase	Self	$1,001 – $15K	619
2020-01-28	Fairfax Financial Holdings Ltd Ordinary Shares	Sale (Full)	Spouse	$1,001 – $15K	619
2020-01-28	Fairfax Financial Holdings Ltd Ordinary Shares	Sale (Full)	Self	$1,001 – $15K	619
2019-12-31	Stryker Corporation	Purchase	Spouse	$1,001 – $15K	647
2019-12-31	Markel Corporation	Purchase	Spouse	$1,001 – $15K	647
2019-12-31	Johnson & Johnson	Purchase	Spouse	$1,001 – $15K	647
2019-12-31	Colgate-Palmolive Company	Purchase	Spouse	$1,001 – $15K	647
2019-11-22	duPont de Nemours, Inc.	Sale (Full)	Spouse	$1,001 – $15K	686
2019-11-22	duPont de Nemours, Inc.	Sale (Full)	Self	$1,001 – $15K	686
2019-11-22	duPont de Nemours, Inc.	Sale (Full)	Spouse	$1,001 – $15K	686
2019-11-22	3M Company	Sale (Full)	Spouse	$1,001 – $15K	686
2019-11-22	3M Company	Sale (Full)	Spouse	$1,001 – $15K	686
2019-11-22	3M Company	Sale (Full)	Self	$1,001 – $15K	686
2019-11-06	Progressive Corporation	Purchase	Spouse	$1,001 – $15K	702
2019-11-06	Progressive Corporation	Purchase	Spouse	$1,001 – $15K	702
2019-10-04	unitedHealth group Incorporated Common Stock	Purchase	Spouse	$1,001 – $15K	735
2019-09-09	Wells Fargo & Company	Purchase	Self	$1,001 – $15K	760
2019-09-09	Wells Fargo & Company	Purchase	Spouse	$1,001 – $15K	760
2019-09-06	SS&C Technologies Holdings, Inc.	Purchase	Self	$1,001 – $15K	763
2019-08-08	SS&C Technologies Holdings, Inc.	Purchase	Self	$1,001 – $15K	792
2019-08-08	SS&C Technologies Holdings, Inc.	Purchase	Spouse	$1,001 – $15K	792
2019-08-08	SS&C Technologies Holdings, Inc.	Purchase	Spouse	$1,001 – $15K	792
2019-07-18	Johnson & Johnson	Purchase	Spouse	$1,001 – $15K	813
2019-07-18	Johnson & Johnson	Purchase	Self	$1,001 – $15K	813
2019-07-18	Johnson & Johnson	Purchase	Spouse	$1,001 – $15K	813
2019-06-03	duPont de Nemours, Inc.	Exchange	Spouse	$1,001 – $15K	858
2019-06-03	duPont de Nemours, Inc.	Exchange	Spouse	$1,001 – $15K	858
2019-06-03	duPont de Nemours, Inc.	Exchange	Self	$1,001 – $15K	858
2019-05-31	Alphabet Inc. - Class C Capital Stock	Purchase	Self	$1,001 – $15K	861
2019-05-31	Alphabet Inc. - Class C Capital Stock	Purchase	Spouse	$1,001 – $15K	861
2019-05-31	Alphabet Inc. - Class C Capital Stock	Purchase	Spouse	$1,001 – $15K	861
2019-05-21	Enstar group Limited - Ordinary Shares	Sale (Full)	Spouse	$1,001 – $15K	871
2019-05-21	Enstar group Limited - Ordinary Shares	Sale (Full)	Spouse	$1,001 – $15K	871
2019-05-20	Enstar group Limited - Ordinary Shares	Sale (Full)	Self	$1,001 – $15K	872
2019-05-10	dow Inc.	Sale (Full)	Spouse	$1,001 – $15K	882
2019-05-10	dow Inc.	Sale (Full)	Self	$1,001 – $15K	882
2019-04-23	Markel Corporation	Purchase	Self	$1,001 – $15K	899
2019-04-23	berkshire Hathaway Inc. New	Purchase	Self	$1,001 – $15K	899
2019-04-23	becton, dickinson and Company	Purchase	Spouse	$1,001 – $15K	899
2019-04-23	becton, dickinson and Company	Purchase	Self	$1,001 – $15K	899
2019-04-23	becton, dickinson and Company	Purchase	Spouse	$1,001 – $15K	899
2019-04-11	Markel Corporation	Purchase	Spouse	$1,001 – $15K	911
2019-04-11	Markel Corporation	Purchase	Self	$1,001 – $15K	911
2019-04-11	Markel Corporation	Purchase	Spouse	$1,001 – $15K	911
2019-04-09	The Kraft Heinz Company	Sale (Full)	Self	$1,001 – $15K	913
2019-04-02	uS bancorp dep SHS PFd F Non- Cumulative Series F6.5%	Purchase	Spouse	$1,001 – $15K	920
2019-04-02	uS bancorp dep SHS PFd F Non- Cumulative Series F6.5%	Purchase	Self	$1,001 – $15K	920
2019-04-02	uS bancorp dep SHS PFd F Non- Cumulative Series F6.5%	Purchase	Spouse	$1,001 – $15K	920
2019-03-21	dow Inc.	Exchange	Spouse	$1,001 – $15K	932
2019-03-21	dow Inc.	Exchange	Self	$1,001 – $15K	932
2019-03-13	JP Morgan Chase & Co.	Purchase	Spouse	$1,001 – $15K	940
2019-03-13	JP Morgan Chase & Co.	Purchase	Self	$1,001 – $15K	940
2019-03-13	JP Morgan Chase & Co.	Purchase	Spouse	$1,001 – $15K	940
2019-03-04	biglari Holdings Inc. Class b	Sale (Full)	Spouse	$1,001 – $15K	949
2019-02-28	biglari Holdings Inc. Class b	Sale (Full)	Self	$1,001 – $15K	953
2019-02-15	brown Forman Inc Class b	Purchase	Spouse	$1,001 – $15K	966
2019-02-15	brown Forman Inc Class b	Purchase	Self	$1,001 – $15K	966
2019-02-15	brown Forman Inc Class b	Purchase	Spouse	$1,001 – $15K	966
2019-02-15	berkshire Hathaway Inc. New	Purchase	Spouse	$1,001 – $15K	966
2019-02-08	Covetrus, Inc.	Purchase	Spouse	$1,001 – $15K	973
2019-02-06	Covetrus, Inc.	Purchase	Spouse	$1,001 – $15K	975
2019-02-06	Covetrus, Inc.	Purchase	Self	$1,001 – $15K	975
2019-02-04	Jefferies Financial group Inc.	Purchase	Spouse	$1,001 – $15K	977
2019-01-18	Facebook, Inc. - Class A	Purchase	Spouse	$1,001 – $15K	994
2019-01-18	Facebook, Inc. - Class A	Purchase	Self	$1,001 – $15K	994

What their office spends

What Axne's House office spent each quarter, from the House's Statement of Disbursements (the Member's Representational Allowance: staff, travel, offices in Washington and the district, mail): $523,873 over the last 4 quarters, 74% of it staff pay. A quarter's figures include late lines charged to the year before.

Staff pay
Travel
Offices: rent, phones, utilities
Mail and printing
Everything else

The numbers

Quarter	Staff pay	Travel	Offices: rent, phones, utilities	Mail and printing	Everything else	Total
Q3 '23	$0	$0	-$274	$0	$0	-$274
Q2 '23	$0	$0	-$169	$0	$0	-$169
Q1 '23	$70,699	$1,347	$2,542	$3,846	$8,240	$86,674
Q4 '22	$316,227	$21,157	$26,288	$57,272	$16,698	$437,642
Q3 '22	$256,993	$14,809	$43,378	$98,480	$18,325	$431,986
Q2 '22	$249,112	$12,083	$25,051	$42,893	$21,967	$351,106
Q1 '22	$216,875	$7,843	$26,012	$41,162	$18,888	$310,780
Q4 '21	$256,717	$8,008	$24,570	$2,396	$33,528	$325,220
Q2 '21	$222,514	$2,788	$25,171	$1,096	$17,297	$268,866
Q1 '21	$230,676	$2,525	$37,592	$214	$42,531	$313,539

Private funds

7private funds, LLCs and trusts with no ticker

0file a Form D with the SEC

—bought within 30 days of the fund's first sale

Where the money goes

Their trades in each (band midpoints) plus their largest year holding it. Funds that sell to outside investors file a Form D with the SEC, which names who runs them; family LLCs, trusts and private companies file nothing public. A trade made through a family LLC counts for the LLC and for what it bought.

No public filing

Creation Agents LLC

held from 2021

$375K

Alphabet Inc. - Class C Capital Stock (gOOg)

6 trades

$48K

Creation Agents LLC 401K

trades went through it

$32K

US Bancorp Dep SHS PFD F Non-Cumulative Series F6.5%

held from 2021

$24K

Enstar group Limited - Ordinary Shares (ESgR)

3 trades

$24K

biglari Holdings Inc. Class b (bH)

2 trades

$16K

Arch Capital group Ltd. (ACgL)

1 trades

$8,000

All 7, with what their filings say

Matched to SEC filers by name, so a match means "a filer with this name". Form D facts are from the newest one; manager figures from the SEC's monthly Form ADV file. Money is band midpoints, not dollars invested.

Fund or entity	They bought	Traded	Held
Creation Agents LLC	held 2021		$250K – $500K
Alphabet Inc. - Class C Capital Stock (gOOg)	2019-05-31	$6,006 – $90K
Creation Agents LLC 401K trades went through it	2021-09-17	$4,004 – $60K
US Bancorp Dep SHS PFD F Non-Cumulative Series F6.5%	held 2021		$3,003 – $45K
Enstar group Limited - Ordinary Shares (ESgR)		$3,003 – $45K
biglari Holdings Inc. Class b (bH)		$2,002 – $30K
Arch Capital group Ltd. (ACgL)	2020-12-15	$1,001 – $15K

How their trades did

Each of Axne's trades in a company's stock, priced on its trade date and again 30 and 90 days later, less what the S&P 500 did over the same days; a sale counts the other way. 174 of their trades could be priced (ETFs, funds and since-delisted stocks can't). Their average beats what chance gives at 90 days, once every member is tested. Every member, compared.

the same trades on other days (95% of the time)
their average against the market
above chance, once every member is tested

-4.0%-2.0%0+2.0%+4.0%

30 days later

174 trades · 59% beat the market

+0.3%

90 days later

174 trades · 66% beat the market

+2.8%

Before the public knew: between trading and first reporting a trade (a median of 26 days; 38% of them reported late), their trades moved -1.0% against the market, where the same trades on other days give -2.8% to +2.9%. Copying each on the day it was reported would have earned +1.6% over the next 30 days.

Their trades as a fund

Each purchase buys the middle of its amount band, each sale sells it, from Feb 4, 2019: 11.8% a year against the S&P 500's 15.8%; copying the reports, 8.5%. Their timing is within what chance gives (the same stocks, in the same order, moved by up to a year). The House ETF.

Their trades
Copying the reports
S&P 500

Best timed

Bought Johnson & Johnson (JNJ) 2020-02-13 · $1,001 – $15K · +14.1% against the market in 30 days, +14.6% in 90
Bought Johnson & Johnson (JNJ) 2020-02-13 · $1,001 – $15K · +14.1% against the market in 30 days, +14.6% in 90
Sold PayPal Holdings, Inc. (PYPL) 2022-11-09 · $1,001 – $15K · +11.6% against the market in 30 days, +5.7% in 90

Worst timed

Sold Lockheed Martin Corporation (LMT) 2022-02-10 · $1,001 – $15K · -23.3% against the market in 30 days, -27.4% in 90
Sold CarMax Inc (KMX) 2020-04-01 · $1,001 – $15K · -20.9% against the market in 30 days, -45.2% in 90
Sold CarMax Inc (KMX) 2020-04-01 · $1,001 – $15K · -20.9% against the market in 30 days, -45.2% in 90

Financial disclosures

14 reports

Every report is a PDF at the Clerk of the House (disclosures-clerk.house.gov); a member's reports are linked on their page.

Filed	Report	Entries
Jan 28, 2023	Termination Report for 2023	62
Jan 2, 2023	Periodic Transaction Report	3
Dec 7, 2022	Periodic Transaction Report	4
Nov 15, 2022	Periodic Transaction Report	4
Sep 16, 2022	Periodic Transaction Report	3
Aug 15, 2022	Periodic Transaction Report	1
Jul 2, 2022	Periodic Transaction Report	1
Jun 3, 2022	Periodic Transaction Report	12
May 16, 2022	Annual Report for 2021	50
Mar 7, 2022	Periodic Transaction Report	8
Feb 8, 2022	Periodic Transaction Report	9
Dec 7, 2021	Periodic Transaction Report	9
Nov 5, 2021	Periodic Transaction Report	0
Oct 8, 2021	Periodic Transaction Report	159