Larry Bucshon R
Republican representative for Indiana (IN-8) (former), in the House since Jan 5, 2011.
Among all 440 members
Each dot is a member; Bucshon 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
See the data
| Period | Raised | Individuals | PACs | Parties | Own money | Spent | Cash | Outside for | Outside against |
|---|---|---|---|---|---|---|---|---|---|
| 2023β24 | $740,453 | $170,777 | $566,900 | $0 | $0 | $902,031 | $315,679 | $0 | $0 |
| 2021β22 | $1,428,441 | $329,515 | $1,078,630 | $0 | $0 | $1,158,104 | $477,257 | $60,984 | $0 |
FEC totals through Dec 31, 2024.
Who gives to them
Their itemized individual contributions (over $200 from a donor in an election cycle): from inside Indiana versus everywhere else, each period.
- From Indiana
- From out of state
Where it came from
- Less
- More
- Their state
Their donors' employers
Employers as donors wrote them, 2021 on (retired and not employed donors aside).
The largest donors, and the numbers
| Period | Itemized | Contributions | From IN | Retired donors |
|---|---|---|---|---|
| 2023β24 | $165,550 | 133 | 18% | 4% |
| 2021β22 | $149,112 | 112 | 52% | 6% |
| Donor | Where | Employer, occupation | Total |
|---|---|---|---|
| LUCAS, JEFFREY MR. | WASHINGTON, DC | TODD STRATEGY LLC, GOVERNMENT RELATIONS CONSULTANT | $6,800 |
| ARNOLD, JOHN | HOUSTON, TX | RETIRED, RETIRED | $6,600 |
| FAISON, JAY W. MR. | CHARLOTTE, NC | CLEARPATH, FOUNDER | $6,600 |
| KOCH, ROBERT L. MR II | EVANSVILLE, IN | KOCH ENTERPRISES INC., CHAIRMAN | $6,600 |
| O'DAY, DANIEL MR. | FOSTER CITY, CA | GILEAD SCIENCES INC., CEO / CHAIRMAN OF THE BD OF DIRECTORS | $6,600 |
| PICKERING, ELISE MS. | ALEXANDRIA, VA | MEHLMAN CASTAGNETTI ROSEN & THOMAS, LOBBYIST | $5,850 |
| FERGUSON, STEPHEN L. MR. | BLOOMINGTON, IN | COOK GROUP, EXECUTIVE | $5,800 |
| HERMANN, DANIEL S. MR. | EVANSVILLE, IN | LECHWE HOLDINGS, PARTNER | $5,800 |
| KIMBELL, JEFFREY J. MR. | PARK CITY, UT | SELF EMPLOYED, HEALTHCARE CONSULTANT | $5,800 |
| SANAPATI, MAHENDRA DR. | NEWBURGH, IN | PAIN MANAGEMENT CENTERS OF AMERICA, PHYSICIAN | $5,800 |
| HATZIS, LUCAS MR. | WASHINGTON, DC | CAPITOL COUNSEL, CONSULTANT | $5,000 |
| ROMAIN, RONALD D. MR. | EVANSVILLE, IN | UNITED COMPANIES, PRESIDENT & CEO | $5,000 |
| ROSE, DOUGLAS C. MR. | CARMEL, IN | IRWIN R. ROSE & CO. LLC, REAL ESTATE INVESTMENTS | $4,000 |
| EDATTEL, PAUL MR. | FALLS CHURCH, VA | TODD STRATEGY LLC, GOVERNMENT RELATIONS CONSULTANT | $3,900 |
| BOURLA, ALBERT MR. | SCARSDALE, NY | PFIZER INC., CEO | $3,300 |
| DAVIS, ROBERT M. MR. | SUMMIT, NJ | MERCK, CHAIRMAN & CEO | $3,300 |
| RICKS, DAVID A. MR. | INDIANAPOLIS, IN | ELI LILLY & COMPANY, CEO | $3,300 |
| TELLIER, JEAN-CHRISTOPHE | ATLANTA, GA | UCB, CEO | $3,300 |
| VACIRCA, JEFFREY DR. | PORT JEFFERSON STA, NY | NEW YORK CANCER & BLOOD SPECIALISTS, PHYSICIAN | $3,300 |
| SCHAHET, GARY MR | INDIANAPOLIS, IN | SCHAHET HOTELS, CHAIRMAN | $3,000 |
| ATLURI, SAIRAM DR. | CINCINNATI, OH | STEMCURES, PHYSICIAN | $2,900 |
| BRIGHTON, W. CURTIS MR. | TERRE HAUTE, IN | TEMPLETON COAL COMPANY INC., EXECUTIVE | $2,900 |
| COX, NIKOLE RENEE MRS. | MT. VERNON, IN | N/A, HOMEMAKER | $2,900 |
| MANCHIKANTI, CHANDRAKALA | PADUCAH, KY | N/A, RETIRED | $2,900 |
| MANCHIKANTI, LAXMAIAH DR. | PADUCAH, KY | PMCOA, PHYSICIAN | $2,900 |
Their biggest PAC and party givers
All 25
| Committee | Connected organization | Total | Gifts |
|---|---|---|---|
| AMERICAN SOCIETY OF INTERVENTIONAL PAIN PHYSICIAN PAC | $20,000 | 4 | |
| AMERICAN COLLEGE OF RADIOLOGY ASSOCIATION PAC | AMERICAN COLLEGE OF RADIOLOGY ASSOCIATION | $17,500 | 5 |
| TOYOTA MOTOR NORTH AMERICA, INC POLITICAL ACTION COMMITTEE (TOYOTA/LEXUS PAC) | TOYOTA MOTOR NORTH AMERICA, INC | $15,000 | 10 |
| SOCIETY OF THORACIC SURGEONS POLITICAL ACTION COMMITTEE | THE SOCIETY OF THORACIC SURGEONS | $15,000 | 3 |
| POLITICAL ACTION COMMITTEE OF THE AMERICAN ASSOCIATION OF ORTHOPAEDIC SURGEONS--PAC OF AAOS | AMERICAN ASSOCIATION OF ORTHOPAEDIC SURGEONS | $15,000 | 5 |
| NCTA - THE INTERNET & TELEVISION ASSOCIATION POLITICAL ACTION COMMITTEE (NCTAPAC) | $15,000 | 3 | |
| NATIONAL EMERGENCY MEDICINE POLITICAL ACTION COMMITTEE / AMERICAN COLLEGE OF EMERGENCY PHYSICIANS | AMERICAN COLLEGE OF EMERGENCY PHYSICIANS | $15,000 | 6 |
| HALL RENDER KILLIAN HEATH & LYMAN PC EMPLOYEE PAC AKA HALLWAY PAC FEDERAL | $15,000 | 3 | |
| ELI LILLY AND COMPANY POLITICAL ACTION COMMITTEE | ELI LILLY AND COMPANY | $15,000 | 7 |
| CMR POLITICAL ACTION COMMITTEE | $15,000 | 5 | |
| CHARTER COMMUNICATIONS INC. POLITICAL ACTION COMMITTEE | CHARTER COMMUNICATIONS INC. | $15,000 | 4 |
| AT&T INC. EMPLOYEE FEDERAL POLITICAL ACTION COMMITTEE (AT&T EMPLOYEE FEDERAL PAC) | AT&T INC. | $15,000 | 3 |
| AMERICAN SOCIETY OF PLASTIC SURGEONS PLASTYPAC | AMERICAN SOCIETY OF PLASTIC SURGEONS | $15,000 | 5 |
| AMERICAN MEDICAL ASSOCIATION POLITICAL ACTION COMMITTEE | AMERICAN MEDICAL ASSOCIATION | $15,000 | 6 |
| AMERICAN COLLEGE OF SURGEONS PROFESSIONAL ASSOCIATION PAC | AMERICAN COLLEGE OF SURGEONS PROFESSIONAL ASSOCIATION | $15,000 | 6 |
| AMERICAN ASSOCIATION OF NEUROLOGICAL SURGEONS POLITICAL ACTION COMMITTEE (NEUROSURGERYPAC) | AMERICAN ASSOCIATION OF NEUROLOGICAL SURGEONS POLITICAL ACTION COMMITTEE (NEUROSURGERYPAC) | $15,000 | 3 |
| AMERICAN ACADEMY OF OPHTHALMOLOGY INC POLITICAL COMMITTEE (OPHTHPAC) | AMERICAN ACADEMY OF OPHTHALMOLOGY | $15,000 | 5 |
| ALUMINUM ASSOCIATION POLITICAL ACTION COMMITTEE 'ALUMINUM PAC' | THE ALUMINUM ASSOCIATION | $15,000 | 3 |
| COLLEGE OF AMERICAN PATHOLOGISTS POLITICAL ACTION COMMITTEE | $14,500 | 5 | |
| AMGEN INC. POLITICAL ACTION COMMITTEE | AMGEN INC. | $14,500 | 9 |
| BRISTOL-MYERS SQUIBB COMPANY POLITICAL ACTION COMMITTEE (BMS PAC) | BRISTOL-MYERS SQUIBB COMPANY | $14,000 | 7 |
| AMERICAN PHYSICAL THERAPY ASSOCIATION PHYSICAL THERAPY POLITICAL ACTION COMMITTEE (PT-PAC) | AMERICAN PHYSICAL THERAPY ASSOCIATION | $13,500 | 8 |
| AMERICAN HOSPITAL ASSOCIATION PAC | AMERICAN HOSPITAL ASSOCIATION | $13,500 | 5 |
| NATIONAL ASSOCIATION OF REALTORS POLITICAL ACTION COMMITTEE | NATIONAL ASSOCIATION OF REALTORS | $13,000 | 5 |
| EDWARDS LIFESCIENCES POLITICAL ACTION COMMITTEE (A.K.A. EDWARDS PAC) | EDWARDS LIFESCIENCES | $13,000 | 7 |
Outside spending for and against them
- Against them
- For them
Who spent it
See the data
| Spender | For or against | Total | Reports |
|---|---|---|---|
| AMERICAN LEADERSHIP PAC | for | $60,984 | 2 |
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).
All 25
How they've voted lately
Nothing on record.
What they sponsor bills about
118th Congress: 24 sponsored, 1 became law Β· 117th Congress: 12 sponsored, 0 became law
Their bills
| Bill | Latest action |
|---|---|
| H.R. 2544Public Law 118-14 Securing the U.S. Organ Procurement and Transplantation Network Act | Sep 22, 2023 Became Public Law No: 118-14. |
| H.J.Res. 218 Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Dep | Nov 12, 2024 Referred to the House Committee on Energy and Commerce. |
| H.R. 9805 Access to Claims Data Act | Dec 17, 2024 Referred to the Subcommittee on Health. |
| H.R. 9778 PAVE Act | Dec 17, 2024 Referred to the Subcommittee on Health. |
| H.R. 9676 Accelerating a Circular Economy for Plastics and Recycling Innovation Act of 2024 | Sep 19, 2024 Referred to the House Committee on Energy and Commerce. |
| H.R. 8751 Improving Government Data-Driven Decisions Act | Jun 14, 2024 Referred to the House Committee on Oversight and Accountability. |
| H.R. 8574 340B ACCESS Act | Dec 17, 2024 Referred to the Subcommittee on Health. |
| H.R. 6719 To provide for the conveyance of certain land, Dillard Road, Patoka Lake, Indiana, to the State of Indiana, and for othe | Jan 2, 2024 Referred to the Subcommittee on Water Resources and Environment. |
| H.R. 6571 Promoting Resilient Supply Chains Act of 2023 | May 16, 2024 Received in the Senate and Read twice and referred to the Committee on Commerce, Science, and Transportation. |
| H.R. 6572 Deploying American Blockchains Act of 2023 | May 16, 2024 Received in the Senate and Read twice and referred to the Committee on Commerce, Science, and Transportation. |
| H.R. 6421 Affordable HOMES Act | Mar 12, 2024 Placed on the Union Calendar, Calendar No. 350. |
| H.R. 6326 Advanced Reactor Fee Reduction Act | Nov 10, 2023 Referred to the Subcommittee on Energy, Climate and Grid Security. |
| H.R. 5978 Cleaning Product Ingredient Communication Act | Oct 25, 2023 Referred to the House Committee on Energy and Commerce. |
| H.R. 5396 Coverage Determination Clarity Act of 2023 | Dec 17, 2024 Referred to the Subcommittee on Health. |
| H.R. 3290 340B Transparency Act | Nov 20, 2024 Placed on the Union Calendar, Calendar No. 628. |
| H.R. 3313 Wireless Resiliency and Flexible Investment Act of 2023 | May 19, 2023 Referred to the Subcommittee on Communications and Technology. |
| H.R. 2819 Good Samaritan Health Professionals Act of 2023 | Apr 28, 2023 Referred to the Subcommittee on Health. |
| H.R. 2584 SAVE Act | Apr 13, 2023 Referred to the House Committee on the Judiciary. |
| H.R. 2369 VALID Act of 2023 | Apr 7, 2023 Referred to the Subcommittee on Health. |
| H.R. 1826 PSA Screening for HIM Act | Apr 7, 2023 Referred to the Subcommittee on Health. |
| H.R. 1781 Ensuring Access to General Surgery Act of 2023 | Mar 31, 2023 Referred to the Subcommittee on Health. |
| H.R. 1535 Eliminating Backlogs Act of 2023 | Mar 10, 2023 Referred to the House Committee on the Judiciary. |
| H.R. 1068 Securing Americaβs Critical Minerals Supply Act | Mar 23, 2023 Placed on the Union Calendar, Calendar No. 14. |
| H.R. 896 Truth in Healthcare Marketing Act of 2023 | Feb 17, 2023 Referred to the Subcommittee on Health. |
| H.R. 9646 Eliminating Backlogs Act of 2022 | Dec 21, 2022 Referred to the House Committee on the Judiciary. |
| Congress | Sponsored | Became law | Cosponsored |
|---|---|---|---|
| 118th | 24 | 1 | 287 |
| 117th | 12 | 0 | 233 |
5 former staff now lobbying
See the data
| Lobbyist | Former position, as they list it | Firms | Clients | Years |
|---|---|---|---|---|
| JEFF LUCAS | Health Policy Advisor, Senator Bill Cassidy; Legislative Assistant/Sr. Legislative Assistant/Legislative Correspondent, Representative Larry Bucshon | TODD STRATEGY GROUP | 77 | 2021β2025 |
| DYLAN MOORE | Intern/Staff Assistant, Speaker John Boehner (OH-8); Legislative Assistant/Legislative Director/Deputy Chief of Staff, Rep. Larry Bucshon (IN-8); Intern, Rep. Mike Turner (OH-10) | FARRAGUT PARTNERS LLP | 69 | 2022β2026 |
| CARLTON JACKSON | Chief of Staff -Rep. Larry Bucshon; Deputy CoS/Leg. Director, Sr. Leg. Assistant, LA, LC-Rep. Jeb Hensarling; Senior Advisor -House Financial Services Committee; CoS, Leg. Director - Rep. Francisco Canseco; Leg. Correspondent -Rep. Randy Neugebauer | VANTIVE US HEALTHCARE LLC | 1 | 2025 |
| WILL BROWN | Legislative Assistant, Rep. Larry Bucshon; Staff Assistant, Rep. Mike Pence; Staff Assistant, Rep. Robin Hayes | THE ALUMINUM ASSOCIATION, INC. | 1 | 2024 |
| JANELLE RELFE | Rep. Jeb Hensarling, Legislative Director; House Financial Services Committee, Professional Staff; Rep. Larry Bucshon, legislative assistant; Rep. Spencer Bachus, Special Assistant; Senator Jim DeMint. staff assistant | MUTUAL OF OMAHA | 1 | 2022 |
From their payroll to lobbying
People Bucshon'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 Bucshon themselves.
See the data
| Lobbyist | On the payroll as | Last paid | Lobbying for | Clients | Years | Confirmed |
|---|---|---|---|---|---|---|
| DYLAN MOORE | Deputy Chief of Staff/legislat Β· Legislative Director | Q2 2022 | FARRAGUT PARTNERS LLP | 69 | 2022β2026 | yes |
| CARLTON JACKSON | Chief of Staff | Q4 2024 | VANTIVE US HEALTHCARE LLC | 1 | 2025β2026 | yes |
Holdings and trades
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, 2025 report
Their 25 largest holdings, as a table
| Asset | Kind | Owner | Value | Income |
|---|---|---|---|---|
| Rental Property - Washington DC | Real Estate | Self | $250K β $500K | Rent: $15K β $50K |
| Fidelity 500 Index Fund | Mutual Funds | Self | $250K β $500K | Tax-Deferred: β |
| Fidelity International Index Fund | Mutual Funds | Self | $100K β $250K | Tax-Deferred: β |
| Metlife Fixed-Old | Annuity | Self | $100K β $250K | Tax-Deferred: β |
| iShares Core S&P 500 ETF | Mutual Funds | Self | $100K β $250K | Tax-Deferred: β |
| CIT: Large Cap Growth Fund IV Fee Class R1 | Mutual Funds | Self | $50K β $100K | Tax-Deferred: β |
| Victory Core Plus Intermediate Bond Fund R6 Shares | Mutual Funds | Self | $50K β $100K | Tax-Deferred: β |
| iShares MSCI EAFE Growth ETF | Mutual Funds | Self | $50K β $100K | Tax-Deferred: β |
| iShares MSCI USA Quality Factor ETF | Mutual Funds | Self | $50K β $100K | Tax-Deferred: β |
| iShares S&P 500 Growth ETF | Mutual Funds | Self | $50K β $100K | Tax-Deferred: β |
| iShares U.S. Equity Factor ETF | Mutual Funds | Self | $50K β $100K | Tax-Deferred: β |
| JPMorgan U.S. Research Enhanced Equity Fund - I Class | Mutual Funds | Self | $50K β $100K | Tax-Deferred: β |
| USAA Federal Savings Bank Accounts | Bank Deposit | Self | $15K β $50K | Interest: $1 β $200 |
| Fidelity Mid Cap Index Fund | Mutual Funds | Self | $15K β $50K | Tax-Deferred: β |
| Fidelity Small Cap Index Fund | Mutual Funds | Self | $15K β $50K | Tax-Deferred: β |
| BlackRock Global Equity Market Neutral Fund - Institutional | Mutual Funds | Self | $15K β $50K | Tax-Deferred: β |
| BlackRock Strategic Income Opportunities Portfolio - Institutional | Mutual Funds | Self | $15K β $50K | Tax-Deferred: β |
| BlackRock Systematic Multi-Strategy Fund Institutional Class | Mutual Funds | Self | $15K β $50K | Tax-Deferred: β |
| BlackRock Tactical Opportunities Fund - Institutional | Mutual Funds | Self | $15K β $50K | Tax-Deferred: β |
| BlackRock Total Return Fund Class I | Mutual Funds | Self | $15K β $50K | Tax-Deferred: β |
| BlackRock Unconstrained Equity Fund - Institutional Shares | Mutual Funds | Self | $15K β $50K | Tax-Deferred: β |
| iShares 20+ Year Treasury Bond ETF | Mutual Funds | Self | $15K β $50K | Tax-Deferred: β |
| iShares MBS ETF | Mutual Funds | Self | $15K β $50K | Tax-Deferred: β |
| iShares MSCI EAFE Value ETF | Mutual Funds | Self | $15K β $50K | Tax-Deferred: β |
| iShares MSCI USA Momentum Factor ETF | Mutual Funds | Self | $15K β $50K | Tax-Deferred: β |
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
Their latest 300 of 310 trades
| Date | Asset | Trade | Owner | Amount | Days to report |
|---|---|---|---|---|---|
| 2024-12-26 | iShares MSCI EAFE Value ETF via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2024-12-20 | Fidelity Mid Cap Index Fund via Deaconess 401(k) Plan | Purchase | Self | $1,001 β $15K | annual |
| 2024-12-20 | Fidelity International Index Fund via Deaconess 401(k) Plan | Purchase | Self | $1,001 β $15K | annual |
| 2024-12-20 | Fidelity 500 Index Fund via Deaconess 401(k) Plan | Purchase | Self | $1,001 β $15K | annual |
| 2024-12-02 | iShares 20+ Year Treasury Bond ETF via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2024-12-02 | iShares MBS ETF via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2024-12-02 | BlackRock Total Return Fund Class I via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2024-12-02 | iShares Core S&P 500 ETF via Schwab IRA Rollover #1 | Purchase | Self | $15K β $50K | annual |
| 2024-12-02 | BlackRock Strategic Income Opportunities Portfolio - Institutional via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2024-12-02 | iShares Flexible Income Active ETF via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2024-12-02 | The Bond Fund of America - Class F-3 via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2024-11-29 | US Treasury Bill Due 11/29/24 via Schwab IRA Rollover #1 | Sale (Full) | Self | $15K β $50K | annual |
| 2024-11-25 | BlackRock Tactical Opportunities Fund - Institutional via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2024-11-25 | iShares MSCI EAFE Value ETF via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2024-11-25 | iShares MSCI EAFE Growth ETF via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2024-11-25 | BlackRock Systematic Multi-Strategy Fund Institutional Class via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2024-11-25 | BlackRock Global Equity Market Neutral Fund - Institutional via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2024-11-08 | iShares MSCI USA Quality Factor ETF via Schwab IRA Rollover #1 | Sale (Partial) | Self | $1,001 β $15K | annual |
| 2024-11-08 | iShares U.S. Equity Factor ETF via Schwab IRA Rollover #1 | Sale (Partial) | Self | $1,001 β $15K | annual |
| 2024-11-08 | iShares U.S. Technology ETF via Schwab IRA Rollover #1 | Sale (Partial) | Self | $1,001 β $15K | annual |
| 2024-11-08 | iShares S&P 500 Growth ETF via Schwab IRA Rollover #1 | Sale (Partial) | Self | $1,001 β $15K | annual |
| 2024-11-08 | iShares Core S&P 500 ETF via Schwab IRA Rollover #1 | Sale (Partial) | Self | $15K β $50K | annual |
| 2024-11-08 | iShares Core Total USD Bond Market ETF via Schwab IRA Rollover #1 | Sale (Full) | Self | $1,001 β $15K | annual |
| 2024-11-08 | iShares U.S. Infrastructure ETF via Schwab IRA Rollover #1 | Sale (Partial) | Self | $1,001 β $15K | annual |
| 2024-11-08 | iShares Gold Trust Shares of the iShares Gold Trust via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2024-11-08 | iShares MSCI EAFE Value ETF via Schwab IRA Rollover #1 | Sale (Partial) | Self | $1,001 β $15K | annual |
| 2024-11-08 | iShares MSCI USA Momentum Factor ETF via Schwab IRA Rollover #1 | Purchase | Self | $15K β $50K | annual |
| 2024-11-08 | iShares MSCI EAFE Growth ETF via Schwab IRA Rollover #1 | Purchase | Self | $15K β $50K | annual |
| 2024-10-28 | The Bond Fund of America - Class F-3 via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2024-10-04 | Fidelity 500 Index Fund via Deaconess 401(k) Plan | Purchase | Self | $1,001 β $15K | annual |
| 2024-09-25 | iShares Core S&P 500 ETF via Schwab IRA Rollover #1 | Purchase | Self | $15K β $50K | annual |
| 2024-09-25 | BlackRock Systematic Multi-Strategy Fund Institutional Class via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2024-09-25 | BlackRock Global Equity Market Neutral Fund - Institutional via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2024-09-09 | iShares S&P 500 Growth ETF via Schwab IRA Rollover #1 | Sale (Partial) | Self | $1,001 β $15K | annual |
| 2024-09-09 | iShares Core S&P 500 ETF via Schwab IRA Rollover #1 | Sale (Partial) | Self | $50K β $100K | annual |
| 2024-09-09 | iShares S&P 500 Value ETF via Schwab IRA Rollover #1 | Sale (Partial) | Self | $1,001 β $15K | annual |
| 2024-09-09 | iShares Currency Hedged MSCI EAFE ETF via Schwab IRA Rollover #1 | Sale (Full) | Self | $1,001 β $15K | annual |
| 2024-09-09 | iShares TIPS Bond ETF via Schwab IRA Rollover #1 | Sale (Full) | Self | $1,001 β $15K | annual |
| 2024-09-09 | iShares MSCI EAFE Growth ETF via Schwab IRA Rollover #1 | Sale (Partial) | Self | $1,001 β $15K | annual |
| 2024-09-09 | iShares Core Total USD Bond Market ETF via Schwab IRA Rollover #1 | Purchase | Self | $15K β $50K | annual |
| 2024-09-09 | iShares MSCI EAFE Value ETF via Schwab IRA Rollover #1 | Purchase | Self | $15K β $50K | annual |
| 2024-07-29 | BlackRock Unconstrained Equity Fund - Institutional Shares via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2024-07-05 | Fidelity 500 Index Fund via Deaconess 401(k) Plan | Purchase | Self | $1,001 β $15K | annual |
| 2024-06-14 | iShares Core S&P 500 ETF via Schwab IRA Rollover #1 | Purchase | Self | $15K β $50K | annual |
| 2024-06-14 | iShares MSCI EAFE Growth ETF via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2024-06-07 | JPMorgan U.S. Research Enhanced Equity Fund - I Class via Schwab IRA Rollover #1 | Sale (Partial) | Self | $1,001 β $15K | annual |
| 2024-06-07 | iShares Global Energy ETF via Schwab IRA Rollover #1 | Sale (Full) | Self | $1,001 β $15K | annual |
| 2024-06-07 | iShares Core S&P 500 ETF via Schwab IRA Rollover #1 | Sale (Partial) | Self | $15K β $50K | annual |
| 2024-06-07 | iShares MSCI EAFE Value ETF via Schwab IRA Rollover #1 | Sale (Partial) | Self | $15K β $50K | annual |
| 2024-06-07 | BlackRock Large Cap Srs Fds, BlackRock Event Driven Equity Fd Inst Shs via Schwab IRA Rollover #1 | Sale (Full) | Self | $15K β $50K | annual |
| 2024-06-07 | iShares 20+ Year Treasury Bond ETF via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2024-06-07 | iShares MBS ETF via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2024-06-07 | iShares S&P 500 Growth ETF via Schwab IRA Rollover #1 | Purchase | Self | $15K β $50K | annual |
| 2024-06-07 | iShares MSCI EAFE Growth ETF via Schwab IRA Rollover #1 | Purchase | Self | $15K β $50K | annual |
| 2024-06-07 | BlackRock Strategic Income Opportunities Portfolio - Institutional via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2024-06-07 | BlackRock Global Equity Market Neutral Fund - Institutional via Schwab IRA Rollover #1 | Purchase | Self | $15K β $50K | annual |
| 2024-03-25 | Digital World Acquisition Corp. - Class A Common Stock via Schwab Roth IRA | Exchange | Self | $1,001 β $15K | annual |
| 2024-03-14 | iShares U.S. Equity Factor ETF via Schwab IRA Rollover #1 | Sale (Partial) | Self | $50K β $100K | annual |
| 2024-03-14 | iShares U.S. Technology ETF via Schwab IRA Rollover #1 | Sale (Partial) | Self | $1,001 β $15K | annual |
| 2024-03-14 | iShares Core Total USD Bond Market ETF via Schwab IRA Rollover #1 | Sale (Full) | Self | $1,001 β $15K | annual |
| 2024-03-14 | iShares MSCI EAFE Value ETF via Schwab IRA Rollover #1 | Sale (Partial) | Self | $1,001 β $15K | annual |
| 2024-03-14 | iShares MSCI USA Quality Factor ETF via Schwab IRA Rollover #1 | Purchase | Self | $15K β $50K | annual |
| 2024-03-14 | iShares S&P 500 Growth ETF via Schwab IRA Rollover #1 | Purchase | Self | $50K β $100K | annual |
| 2024-03-14 | iShares Currency Hedged MSCI EAFE ETF via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2024-03-14 | iShares Flexible Income Active ETF via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2024-01-25 | iShares S&P 100 ETF via Schwab IRA Rollover #1 | Sale (Full) | Self | $15K β $50K | annual |
| 2024-01-25 | iShares MSCI USA Quality Factor ETF via Schwab IRA Rollover #1 | Sale (Partial) | Self | $15K β $50K | annual |
| 2024-01-25 | BlackRock Tactical Opportunities Fund - Institutional via Schwab IRA Rollover #1 | Sale (Partial) | Self | $1,001 β $15K | annual |
| 2024-01-25 | iShares S&P 500 Growth ETF via Schwab IRA Rollover #1 | Sale (Full) | Self | $15K β $50K | annual |
| 2024-01-25 | iShares Treasury Floating Rate Bond ETF via Schwab IRA Rollover #1 | Sale (Full) | Self | $1,001 β $15K | annual |
| 2024-01-25 | iShares 20+ Year Treasury Bond ETF via Schwab IRA Rollover #1 | Sale (Partial) | Self | $1,001 β $15K | annual |
| 2024-01-25 | iShares MSCI USA Min Vol Factor ETF via Schwab IRA Rollover #1 | Sale (Full) | Self | $15K β $50K | annual |
| 2024-01-25 | iShares MSCI EAFE Value ETF via Schwab IRA Rollover #1 | Sale (Partial) | Self | $1,001 β $15K | annual |
| 2024-01-25 | BlackRock Systematic Multi-Strategy Fund Institutional Class via Schwab IRA Rollover #1 | Sale (Partial) | Self | $1,001 β $15K | annual |
| 2024-01-25 | BlackRock Large Cap Srs Fds, BlackRock Event Driven Equity Fd Inst Shs via Schwab IRA Rollover #1 | Sale (Partial) | Self | $1,001 β $15K | annual |
| 2024-01-25 | The Bond Fund of America - Class F-3 via Schwab IRA Rollover #1 | Sale (Partial) | Self | $1,001 β $15K | annual |
| 2024-01-25 | BlackRock Total Return Fund Class I via Schwab IRA Rollover #1 | Purchase | Self | $15K β $50K | annual |
| 2024-01-25 | BlackRock Unconstrained Equity Fund - Institutional Shares via Schwab IRA Rollover #1 | Purchase | Self | $15K β $50K | annual |
| 2024-01-25 | iShares U.S. Equity Factor ETF via Schwab IRA Rollover #1 | Purchase | Self | $15K β $50K | annual |
| 2024-01-25 | iShares Global Energy ETF via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2024-01-25 | iShares S&P 500 Value ETF via Schwab IRA Rollover #1 | Purchase | Self | $15K β $50K | annual |
| 2024-01-25 | iShares Core Total USD Bond Market ETF via Schwab IRA Rollover #1 | Purchase | Self | $15K β $50K | annual |
| 2024-01-25 | BlackRock Strategic Income Opportunities Portfolio - Institutional via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2024-01-19 | Western Asset Core Bond Fund Class I via Deaconess 401(k) Plan | Exchange | Self | $15K β $50K | annual |
| 2024-01-19 | NYLI Winslow Large Cap Growth Fund Simple Class via Deaconess 401(k) Plan | Exchange | Self | $50K β $100K | annual |
| 2024-01-19 | Fidelity Extended Market Index Fund via Deaconess 401(k) Plan | Exchange | Self | $15K β $50K | annual |
| 2024-01-19 | Fidelity Extended Market Index Fund via Deaconess 401(k) Plan | Exchange | Self | $15K β $50K | annual |
| 2023-12-28 | BlackRock Total Return Fund Class I via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2023-12-18 | US Treasury Bill Due 11/29/24 via Schwab IRA Rollover #1 | Purchase | Self | $15K β $50K | annual |
| 2023-12-18 | iShares U.S. Technology ETF via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2023-12-18 | iShares U.S. Equity Factor ETF via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2023-12-18 | iShares S&P 500 Growth ETF via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2023-12-18 | iShares S&P 100 ETF via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2023-12-18 | iShares MSCI USA Quality Factor ETF via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2023-12-18 | iShares MSCI USA Min Vol Factor ETF via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2023-12-18 | iShares Core S&P 500 ETF via Schwab IRA Rollover #1 | Purchase | Self | $15K β $50K | annual |
| 2023-12-15 | iShares MSCI Emerging Markets ex China ETF via Schwab IRA Rollover #1 | Sale (Full) | Self | $1,001 β $15K | annual |
| 2023-12-15 | BlackRock Total Return Fund Class I via Schwab IRA Rollover #1 | Sale (Partial) | Self | $15K β $50K | annual |
| 2023-12-15 | BlackRock Strategic Income Opportunities Portfolio - Institutional via Schwab IRA Rollover #1 | Sale (Full) | Self | $1,001 β $15K | annual |
| 2023-12-15 | BlackRock Emerging Markets Fund Class I via Schwab IRA Rollover #1 | Sale (Full) | Self | $15K β $50K | annual |
| 2023-12-15 | Fidelity 500 Index Fund via Deaconess 401(k) Plan | Purchase | Self | $1,001 β $15K | annual |
| 2023-12-08 | Fidelity International Index Fund via Deaconess 401(k) Plan | Purchase | Self | $1,001 β $15K | annual |
| 2023-12-06 | MainStay Winslow Large Cap Growth Fund SIMPLE Class via Deaconess 401(k) Plan | Purchase | Self | $1,001 β $15K | annual |
| 2023-10-19 | iShares U.S. Technology ETF via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2023-10-19 | iShares Treasury Floating Rate Bond ETF via Schwab IRA Rollover #1 | Sale (Partial) | Self | $1,001 β $15K | annual |
| 2023-10-19 | iShares S&P 100 ETF via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2023-10-19 | iShares MSCI USA Quality Factor ETF via Schwab IRA Rollover #1 | Sale (Partial) | Self | $1,001 β $15K | annual |
| 2023-10-19 | iShares MSCI Emerging Markets ex China ETF via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2023-10-19 | iShares MSCI EAFE Value ETF via Schwab IRA Rollover #1 | Sale (Partial) | Self | $1,001 β $15K | annual |
| 2023-10-19 | iShares MSCI EAFE Growth ETF via Schwab IRA Rollover #1 | Sale (Partial) | Self | $15K β $50K | annual |
| 2023-10-19 | iShares Global Energy ETF via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2023-10-19 | iShares Core S&P Mid-Cap ETF via Schwab IRA Rollover #1 | Sale (Full) | Self | $1,001 β $15K | annual |
| 2023-10-19 | iShares Core S&P 500 ETF via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2023-10-19 | iShares 20+ Year Treasury Bond ETF via Schwab IRA Rollover #1 | Sale (Partial) | Self | $1,001 β $15K | annual |
| 2023-10-19 | BlackRock Total Return Fund Class I via Schwab IRA Rollover #1 | Sale (Partial) | Self | $1,001 β $15K | annual |
| 2023-10-19 | BlackRock Systematic Multi-Strategy Fund Institutional Class via Schwab IRA Rollover #1 | Sale (Partial) | Self | $1,001 β $15K | annual |
| 2023-07-20 | JPMorgan U.S. Research Enhanced Equity Fund - I Class via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2023-07-20 | iShares U.S. Technology ETF via Schwab IRA Rollover #1 | Sale (Partial) | Self | $15K β $50K | annual |
| 2023-07-20 | iShares U.S. Infrastructure ETF via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2023-07-20 | iShares U.S. Equity Factor ETF via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2023-07-20 | iShares Treasury Floating Rate Bond ETF via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2023-07-20 | iShares TIPS Bond ETF via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2023-07-20 | iShares S&P 500 Growth ETF via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2023-07-20 | iShares MSCI USA Quality Factor ETF via Schwab IRA Rollover #1 | Sale (Partial) | Self | $1,001 β $15K | annual |
| 2023-07-20 | iShares MSCI USA Min Vol Factor ETF via Schwab IRA Rollover #1 | Sale (Partial) | Self | $1,001 β $15K | annual |
| 2023-07-20 | iShares MSCI EAFE Value ETF via Schwab IRA Rollover #1 | Purchase | Self | $15K β $50K | annual |
| 2023-07-20 | iShares J.P. Morgan USD Emerging Markets Bond ETF via Schwab IRA Rollover #1 | Sale (Full) | Self | $1,001 β $15K | annual |
| 2023-07-20 | iShares Core Total USD Bond Market ETF via Schwab IRA Rollover #1 | Sale (Full) | Self | $15K β $50K | annual |
| 2023-07-20 | iShares Core S&P Mid-Cap ETF via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2023-07-20 | iShares Core S&P 500 ETF via Schwab IRA Rollover #1 | Purchase | Self | $15K β $50K | annual |
| 2023-07-20 | iShares 20+ Year Treasury Bond ETF via Schwab IRA Rollover #1 | Purchase | Self | $15K β $50K | annual |
| 2023-07-20 | iShares 1-3 Year Treasury Bond ETF via Schwab IRA Rollover #1 | Sale (Full) | Self | $1,001 β $15K | annual |
| 2023-07-20 | iShares 10-20 Year Treasury Bond ETF via Schwab IRA Rollover #1 | Sale (Full) | Self | $15K β $50K | annual |
| 2023-07-20 | BlackRock Tactical Opportunities Fund - Institutional via Schwab IRA Rollover #1 | Sale (Partial) | Self | $1,001 β $15K | annual |
| 2023-07-20 | BlackRock Systematic Multi-Strategy Fund Institutional Class via Schwab IRA Rollover #1 | Sale (Partial) | Self | $1,001 β $15K | annual |
| 2023-07-20 | BlackRock Large Cap Srs Fds, BlackRock Event Driven Equity Fd Inst Shs via Schwab IRA Rollover #1 | Sale (Partial) | Self | $1,001 β $15K | annual |
| 2023-07-20 | BlackRock Emerging Markets Fund Class I via Schwab IRA Rollover #1 | Sale (Partial) | Self | $1,001 β $15K | annual |
| 2023-03-20 | iShares U.S. Technology ETF via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2023-03-20 | iShares U.S. Equity Factor ETF via Schwab IRA Rollover #1 | Sale (Partial) | Self | $1,001 β $15K | annual |
| 2023-03-20 | iShares Trust iShares J.P. Morgan Broad USD Emerging Markets Bond ETF via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2023-03-20 | iShares MSCI USA Quality Factor ETF via Schwab IRA Rollover #1 | Purchase | Self | $15K β $50K | annual |
| 2023-03-20 | iShares MSCI USA Momentum Factor ETF via Schwab IRA Rollover #1 | Sale (Full) | Self | $1,001 β $15K | annual |
| 2023-03-20 | iShares MSCI EAFE Value ETF via Schwab IRA Rollover #1 | Sale (Partial) | Self | $1,001 β $15K | annual |
| 2023-03-20 | iShares MSCI EAFE Growth ETF via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2023-03-20 | iShares MBS ETF via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2023-03-20 | iShares GSCI Commodity Dynamic Roll Strategy ETF via Schwab IRA Rollover #1 | Sale (Full) | Self | $15K β $50K | annual |
| 2023-03-20 | iShares Core S&P Small-Cap ETF via Schwab IRA Rollover #1 | Sale (Full) | Self | $1,001 β $15K | annual |
| 2023-03-20 | iShares Core S&P 500 ETF via Schwab IRA Rollover #1 | Sale (Partial) | Self | $15K β $50K | annual |
| 2023-03-20 | iShares 1-3 Year Treasury Bond ETF via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2023-03-20 | BlackRock Tactical Opportunities Fund - Institutional via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2023-03-20 | BlackRock Systematic Multi-Strategy Fund Institutional Class via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2023-03-20 | BlackRock Large Cap Srs Fds, BlackRock Event Driven Equity Fd Inst Shs via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2023-01-31 | Schwab Target 2030 Fund via Schwab IRA Rollover #2 | Purchase | Self | $1,001 β $15K | annual |
| 2023-01-12 | iShares U.S. Equity Factor ETF via Schwab IRA Rollover #1 | Sale (Partial) | Self | $1,001 β $15K | annual |
| 2023-01-12 | iShares Trust iShares J.P. Morgan Broad USD Emerging Markets Bond ETF via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2023-01-12 | iShares MSCI USA Min Vol Factor ETF via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2023-01-12 | iShares MSCI Emerging Markets Min Vol Factor ETF via Schwab IRA Rollover #1 | Sale (Full) | Self | $15K β $50K | annual |
| 2023-01-12 | iShares MSCI EAFE Value ETF via Schwab IRA Rollover #1 | Sale (Partial) | Self | $1,001 β $15K | annual |
| 2023-01-12 | iShares MSCI EAFE Growth ETF via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2023-01-12 | iShares MBS ETF via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2023-01-12 | iShares GSCI Commodity Dynamic Roll Strategy ETF via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2023-01-12 | iShares Core S&P 500 ETF via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2023-01-12 | iShares Convertible Bond ETF via Schwab IRA Rollover #1 | Sale (Full) | Self | $1,001 β $15K | annual |
| 2023-01-12 | BlackRock Emerging Markets Fund Class I via Schwab IRA Rollover #1 | Purchase | Self | $15K β $50K | annual |
| 2022-12-16 | Fid 500 Index via Deaconess 401(k) Plan | Purchase | Self | $1,001 β $15K | annual |
| 2022-12-09 | Fid Intl Index via Deaconess 401(k) Plan | Purchase | Self | $1,001 β $15K | annual |
| 2022-12-07 | MS W Large Cap GR R6 via Deaconess 401(k) Plan | Purchase | Self | $1,001 β $15K | annual |
| 2022-10-24 | iShares US Technology ETF IV via Schwab IRA Rollover #1 | Purchase | Self | $15K β $50K | annual |
| 2022-10-24 | iShares U S Equity Factor ETF IV via Schwab IRA Rollover #1 | Purchase | Self | $50K β $100K | annual |
| 2022-10-24 | iShares Total Usd Bond Market ETF via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2022-10-24 | iShares TIPS Bond ETF via Schwab IRA Rollover #1 | Sale (Full) | Self | $1,001 β $15K | annual |
| 2022-10-24 | iShares MSCI USA Momntumfct ETF via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2022-10-24 | iShares MSCI Eafe Growthetf via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2022-10-24 | iShares MBS ETF via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2022-10-24 | iShares Fallen Angls Usdbond ETF IV via Schwab IRA Rollover #1 | Sale (Full) | Self | $1,001 β $15K | annual |
| 2022-10-24 | iShares ESG Aware MSCI USA ETF IV via Schwab IRA Rollover #1 | Sale (Full) | Self | $50K β $100K | annual |
| 2022-10-24 | iShares 10-20 Year Tsurybond ETF IV via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2022-10-24 | BlackRock Tactical Opportunities Instl via Schwab IRA Rollover #1 | Sale (Partial) | Self | $1,001 β $15K | annual |
| 2022-10-24 | BlackRock Equity Dividend Instl via Schwab IRA Rollover #1 | Sale (Full) | Self | $15K β $50K | annual |
| 2022-07-21 | JPMorgan US Research Enhanced Equity I via Schwab IRA Rollover #1 | Purchase | Self | $15K β $50K | annual |
| 2022-07-21 | Ishr ETF Gsci CMD DYN STR ETF via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2022-07-21 | iShares US Energy ETF via Schwab IRA Rollover #1 | Sale (Full) | Self | $1,001 β $15K | annual |
| 2022-07-21 | iShares Total Usd Bond Market ETF via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2022-07-21 | iShares TIPS Bond ETF via Schwab IRA Rollover #1 | Sale (Partial) | Self | $1,001 β $15K | annual |
| 2022-07-21 | iShares S&P Small Cap 600 ETF via Schwab IRA Rollover #1 | Sale (Full) | Self | $1,001 β $15K | annual |
| 2022-07-21 | iShares MSCI Eafe Value ETF via Schwab IRA Rollover #1 | Sale (Partial) | Self | $1,001 β $15K | annual |
| 2022-07-21 | iShares MSCI Eafe Growthetf via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2022-07-21 | iShares ESG Aware MSCI USA ETF IV via Schwab IRA Rollover #1 | Sale (Partial) | Self | $1,001 β $15K | annual |
| 2022-07-21 | iShares Core S&P Small Cap ETF via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2022-07-21 | iShares Core S&P 500 ETF via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2022-07-21 | American Funds Bond Fund of Amer F3 via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2022-06-14 | Doubleline Shiller Enhanced Cape I via Schwab IRA Rollover #1 | Sale (Full) | Self | $15K β $50K | annual |
| 2022-05-23 | Ishs MSCI Emerg MRKT Minvol FCT ETF via Schwab IRA Rollover #1 | Purchase | Self | $15K β $50K | annual |
| 2022-05-23 | Ishr ETF Gsci CMD DYN STR ETF via Schwab IRA Rollover #1 | Sale (Partial) | Self | $15K β $50K | annual |
| 2022-05-23 | iShares US Energy ETF via Schwab IRA Rollover #1 | Sale (Partial) | Self | $1,001 β $15K | annual |
| 2022-05-23 | iShares Total Usd Bond Market ETF via Schwab IRA Rollover #1 | Sale (Partial) | Self | $1,001 β $15K | annual |
| 2022-05-23 | iShares TIPS Bond ETF via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2022-05-23 | iShares S&P Small Cap 600 ETF via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2022-05-23 | iShares MSCI USA Value Factor ETF via Schwab IRA Rollover #1 | Sale (Full) | Self | $1,001 β $15K | annual |
| 2022-05-23 | iShares MSCI Eafe Value ETF via Schwab IRA Rollover #1 | Sale (Partial) | Self | $1,001 β $15K | annual |
| 2022-05-23 | iShares Global Tech ETF via Schwab IRA Rollover #1 | Sale (Full) | Self | $1,001 β $15K | annual |
| 2022-05-23 | iShares ESG Aware MSCI USA ETF IV via Schwab IRA Rollover #1 | Sale (Partial) | Self | $1,001 β $15K | annual |
| 2022-05-23 | iShares Core S&P Small Cap ETF via Schwab IRA Rollover #1 | Sale (Partial) | Self | $1,001 β $15K | annual |
| 2022-05-23 | iShares Core S&P 500 ETF via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2022-05-23 | iShares Convertible Bondetf via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2022-05-23 | iShares 10-20 Year Tsurybond ETF IV via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2022-05-23 | Doubleline Shiller Enhanced Cape I via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2022-05-23 | BlackRock Strategic Income Opps Instl via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2022-05-23 | BlackRock Equity Dividend Instl via Schwab IRA Rollover #1 | Purchase | Self | $15K β $50K | annual |
| 2022-05-23 | BlackRock Emerging MKTS Instl via Schwab IRA Rollover #1 | Sale (Full) | Self | $15K β $50K | annual |
| 2022-04-28 | Schwab Target 2030 via Schwab IRA Rollover #2 | Purchase | Self | $1,001 β $15K | annual |
| 2022-03-29 | iShares MSCI USA Momntumfct ETF via Schwab IRA Rollover #1 | Sale (Partial) | Self | $1,001 β $15K | annual |
| 2022-03-14 | Ishr ETF Gsci CMD DYN STR ETF via Schwab IRA Rollover #1 | Sale (Partial) | Self | $1,001 β $15K | annual |
| 2022-03-14 | iShares US Energy ETF IV via Schwab IRA Rollover #1 | Sale (Partial) | Self | $1,001 β $15K | annual |
| 2022-03-14 | iShares MSCI Eafe Value ETF via Schwab IRA Rollover #1 | Sale (Partial) | Self | $1,001 β $15K | annual |
| 2022-03-14 | iShares MSCI Eafe Growthetf via Schwab IRA Rollover #1 | Sale (Partial) | Self | $1,001 β $15K | annual |
| 2022-03-14 | iShares Global Financials ETF IV via Schwab IRA Rollover #1 | Sale (Full) | Self | $1,001 β $15K | annual |
| 2022-03-14 | iShares ESG Aware MSCI USA ETF via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2022-03-14 | iShares Core S&P 500 ETF via Schwab IRA Rollover #1 | Purchase | Self | $15K β $50K | annual |
| 2022-03-14 | BlackRock Emerging MKTS Instl via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2022-01-28 | Ishr ETF Gsci CMD DYN STR ETF via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2022-01-28 | iShares US Energy ETF IV via Schwab IRA Rollover #1 | Sale (Partial) | Self | $1,001 β $15K | annual |
| 2022-01-28 | iShares TIPS Bond ETF via Schwab IRA Rollover #1 | Sale (Partial) | Self | $1,001 β $15K | annual |
| 2022-01-28 | iShares MSCI USA Value Factor ETF via Schwab IRA Rollover #1 | Sale (Partial) | Self | $1,001 β $15K | annual |
| 2022-01-28 | iShares MSCI Eafe Growthetf via Schwab IRA Rollover #1 | Sale (Partial) | Self | $1,001 β $15K | annual |
| 2022-01-28 | iShares Global Tech ETF IV via Schwab IRA Rollover #1 | Sale (Partial) | Self | $1,001 β $15K | annual |
| 2022-01-28 | iShares Fallen Angels Usd Bond ETF via Schwab IRA Rollover #1 | Sale (Partial) | Self | $1,001 β $15K | annual |
| 2022-01-28 | iShares ESG Aware MSCI USA ETF IV via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2022-01-28 | iShares Core S&P Small Cap ETF IV via Schwab IRA Rollover #1 | Sale (Partial) | Self | $1,001 β $15K | annual |
| 2022-01-28 | iShares Core S&P 500 ETF via Schwab IRA Rollover #1 | Purchase | Self | $15K β $50K | annual |
| 2022-01-28 | iShares 10-20 Year Tsurybond ETF IV via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2022-01-28 | Doubleline Shiller Enhanced Cape I via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2022-01-28 | BlackRock Total Return Instl via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2021-12-10 | Fid Intl Index via Deaconess 401(k) Plan | Purchase | Self | $1,001 β $15K | annual |
| 2021-12-10 | Fid Extd MKT Idx via Deaconess 401(k) Plan | Purchase | Self | $1,001 β $15K | annual |
| 2021-12-07 | Schwab Target 2050 via Schwab Brokerage Account | Purchase | Self | $1,001 β $15K | annual |
| 2021-12-06 | Schwab Value Advantage Money Inv via Schwab Brokerage Account | Sale (Full) | Self | $1,001 β $15K | annual |
| 2021-12-02 | MS W Large Cap GR R6 via Deaconess 401(k) Plan | Purchase | Self | $1,001 β $15K | annual |
| 2021-10-25 | Schwab Target 2030 Fund via Schwab Roth IRA | Sale (Full) | Self | $1,001 β $15K | annual |
| 2021-10-25 | Digital World Acquisition Corp. - Class A via Schwab Roth IRA | Purchase | Self | $1,001 β $15K | annual |
| 2021-10-25 | Ishr ETF Gsci CMD DY Stretf IV via Schwab IRA Rollover #1 | Sale (Partial) | Self | $1,001 β $15K | annual |
| 2021-10-25 | iShares US Energy ETF via Schwab IRA Rollover #1 | Sale (Partial) | Self | $1,001 β $15K | annual |
| 2021-10-25 | iShares TIPS Bond ETF via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2021-10-25 | iShares MSCI USA Value Factor ETF via Schwab IRA Rollover #1 | Sale (Partial) | Self | $1,001 β $15K | annual |
| 2021-10-25 | iShares Global Financials ETF IV via Schwab IRA Rollover #1 | Sale (Partial) | Self | $1,001 β $15K | annual |
| 2021-10-25 | iShares Fallen Angels Usd Bond ETF via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2021-10-25 | iShares ESG MSCI USA ETF IV via Schwab IRA Rollover #1 | Sale (Partial) | Self | $1,001 β $15K | annual |
| 2021-10-25 | iShares Edge MSCI Min Vol USA ETF via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2021-10-25 | iShares Core S&P 500 ETF via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2021-10-25 | Doubleline Shiller Ehncd Cape FD I via Schwab IRA Rollover #1 | Sale (Partial) | Self | $1,001 β $15K | annual |
| 2021-10-25 | BlackRock Total Return Instl via Schwab IRA Rollover #1 | Sale (Partial) | Self | $15K β $50K | annual |
| 2021-10-25 | BlackRock Emerging MKTS Inst via Schwab IRA Rollover #1 | Sale (Partial) | Self | $1,001 β $15K | annual |
| 2021-07-23 | Ishr ETF Gsci CMD DY Stretf IV via Schwab IRA Rollover #1 | Sale (Partial) | Self | $1,001 β $15K | annual |
| 2021-07-23 | iShares Total Usd Bond Market ETF via Schwab IRA Rollover #1 | Sale (Partial) | Self | $1,001 β $15K | annual |
| 2021-07-23 | iShares TIPS Bond ETF via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2021-07-23 | iShares MSCI USA Value Factor ETF via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2021-07-23 | iShares MSCI USA Momntumfct ETF via Schwab IRA Rollover #1 | Sale (Full) | Self | $1,001 β $15K | annual |
| 2021-07-23 | iShares MSCI Eafe Value ETF via Schwab IRA Rollover #1 | Sale (Partial) | Self | $1,001 β $15K | annual |
| 2021-07-23 | iShares MSCI Eafe Growthetf via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2021-07-23 | iShares Global Tech ETF via Schwab IRA Rollover #1 | Purchase | Self | $15K β $50K | annual |
| 2021-07-23 | iShares Global Financials ETF IV via Schwab IRA Rollover #1 | Sale (Partial) | Self | $1,001 β $15K | annual |
| 2021-07-23 | iShares ESG MSCI USA ETF IV via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2021-07-23 | iShares Core S&P Small-Cap ETF via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2021-07-23 | iShares Core S&P 500 ETF via Schwab IRA Rollover #1 | Sale (Partial) | Self | $1,001 β $15K | annual |
| 2021-07-23 | BlackRock Emerging MKTS Inst via Schwab IRA Rollover #1 | Sale (Partial) | Self | $1,001 β $15K | annual |
| 2021-05-26 | Ishr ETF Gsci CMD DY Stretf IV via Schwab IRA Rollover #1 | Purchase | Self | $15K β $50K | annual |
| 2021-05-26 | iShares US Medical Devices ETF via Schwab IRA Rollover #1 | Sale (Full) | Self | $1,001 β $15K | annual |
| 2021-05-26 | iShares MSCI Eafe Value ETF via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2021-05-26 | iShares Global Tech ETF via Schwab IRA Rollover #1 | Sale (Full) | Self | $15K β $50K | annual |
| 2021-05-26 | iShares Global Financials ETF IV via Schwab IRA Rollover #1 | Purchase | Self | $15K β $50K | annual |
| 2021-05-26 | iShares Fallen Angels Usd Bond ETF via Schwab IRA Rollover #1 | Sale (Partial) | Self | $1,001 β $15K | annual |
| 2021-05-26 | iShares ESG MSCI USA ETF IV via Schwab IRA Rollover #1 | Sale (Partial) | Self | $1,001 β $15K | annual |
| 2021-05-26 | iShares Core S&P 500 ETF via Schwab IRA Rollover #1 | Sale (Partial) | Self | $1,001 β $15K | annual |
| 2021-05-26 | BlackRock Total Return Instl via Schwab IRA Rollover #1 | Sale (Partial) | Self | $1,001 β $15K | annual |
| 2021-04-09 | Fid Extd MKT Idx via Deaconess 401(k) Plan | Purchase | Self | $1,001 β $15K | annual |
| 2021-03-29 | SPDR Gold Shares ETF via Schwab IRA Rollover #1 | Sale (Full) | Self | $15K β $50K | annual |
| 2021-03-29 | Ishr ETF Gsci CMD DY Stretf IV via Schwab IRA Rollover #1 | Purchase | Self | $15K β $50K | annual |
| 2021-03-29 | iShares US Treasury Bondetf via Schwab IRA Rollover #1 | Sale (Full) | Self | $15K β $50K | annual |
| 2021-03-29 | iShares US Medical Devices ETF via Schwab IRA Rollover #1 | Sale (Partial) | Self | $1,001 β $15K | annual |
| 2021-03-29 | iShares US Energy ETF via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2021-03-29 | iShares Total Usd Bond Market ETF via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2021-03-29 | iShares MSCI USA Value Factor ETF via Schwab IRA Rollover #1 | Sale (Partial) | Self | $1,001 β $15K | annual |
| 2021-03-29 | iShares MSCI Eafe Value ETF via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2021-03-29 | iShares MSCI Eafe Growthetf via Schwab IRA Rollover #1 | Sale (Partial) | Self | $1,001 β $15K | annual |
| 2021-03-29 | iShares ESG MSCI USA ETF IV via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2021-03-29 | iShares Core S&P 500 ETF via Schwab IRA Rollover #1 | Sale (Partial) | Self | $1,001 β $15K | annual |
| 2021-03-29 | Doubleline Shiller Ehncd Cape FD I via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2021-03-29 | BlackRock Total Return Instl via Schwab IRA Rollover #1 | Sale (Partial) | Self | $1,001 β $15K | annual |
| 2021-03-29 | American Funds Bond Fund of Amer F3 via Schwab IRA Rollover #1 | Purchase | Self | $15K β $50K | annual |
| 2021-01-27 | Schwab Target 2030 Fund via Schwab IRA Rollover #2 | Purchase | Self | $1,001 β $15K | annual |
| 2021-01-22 | Vanguard International Growth Adm via Schwab IRA Rollover #1 | Sale (Full) | Self | $1,001 β $15K | annual |
| 2021-01-22 | SPDR Gold Shares ETF via Schwab IRA Rollover #1 | Purchase | Self | $15K β $50K | annual |
| 2021-01-22 | iShares US Treasury Bondetf via Schwab IRA Rollover #1 | Purchase | Self | $15K β $50K | annual |
| 2021-01-22 | iShares Total Usd Bond Market ETF via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2021-01-22 | iShares MSCI USA Value Factor ETF via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2021-01-22 | iShares MSCI USA Momntumfct ETF via Schwab IRA Rollover #1 | Purchase | Self | $15K β $50K | annual |
| 2021-01-22 | iShares MSCI Eafe Value ETF via Schwab IRA Rollover #1 | Purchase | Self | $15K β $50K | annual |
| 2021-01-22 | iShares MSCI Eafe Growthetf via Schwab IRA Rollover #1 | Purchase | Self | $15K β $50K | annual |
| 2021-01-22 | iShares Fallen Angels Usd Bond ETF via Schwab IRA Rollover #1 | Purchase | Self | $1,001 β $15K | annual |
| 2021-01-22 | iShares ESG MSCI USA ETF IV via Schwab IRA Rollover #1 | Purchase | Self | $15K β $50K | annual |
What their office spends
What Bucshon'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): $489,982 over the last 4 quarters, 75% 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 '25 | $0 | $0 | $0 | $0 | $0 | $0 |
| Q2 '25 | $0 | $0 | $0 | $0 | $500 | $500 |
| Q1 '25 | $19,889 | $5,283 | $2,063 | $52 | $38,200 | $65,487 |
| Q4 '24 | $349,532 | $30,427 | $30,802 | $465 | $12,770 | $423,995 |
| Q3 '24 | $352,310 | $24,174 | $27,723 | $398 | $4,118 | $408,723 |
| Q2 '24 | $280,775 | $32,167 | $30,848 | $476 | $31,258 | $375,524 |
| Q1 '24 | $292,200 | $18,685 | $29,631 | $53,897 | $62,534 | $456,946 |
| Q4 '23 | $369,333 | $21,290 | $29,091 | $1,743 | $13,094 | $434,551 |
| Q3 '23 | $278,965 | $29,297 | $28,878 | $1,320 | $13,559 | $352,018 |
| Q2 '23 | $254,765 | $35,626 | $39,378 | $580 | $46,041 | $376,390 |
| Q1 '23 | $270,253 | $14,642 | $32,926 | $83,185 | $58,171 | $459,178 |
| Q4 '22 | $356,812 | $13,675 | $29,224 | $488 | $39,234 | $439,433 |
| Q3 '22 | $276,676 | $24,197 | $34,479 | $72,669 | $7,716 | $415,737 |
| Q2 '22 | $257,177 | $30,290 | $30,515 | $614 | $13,974 | $332,570 |
| Q1 '22 | $255,526 | $6,876 | $30,001 | $53,793 | $34,623 | $380,819 |
| Q4 '21 | $288,375 | $17,177 | $31,324 | $61 | $27,140 | $364,076 |
| Q2 '21 | $248,956 | $7,440 | $30,910 | $931 | $45,107 | $333,344 |
| Q1 '21 | $258,838 | $2,256 | $34,149 | $66 | $49,407 | $344,717 |
Financial disclosures
6 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 |
|---|---|---|
| Feb 28, 2025 | Termination Report for 2025 | 87 |
| May 9, 2024 | Annual Report (amendment) for 2022 | 68 |
| May 8, 2024 | Annual Report for 2023 | 77 |
| May 7, 2023 | Annual Report for 2022 | 68 |
| May 15, 2022 | Annual Report for 2021 | 78 |
| Nov 1, 2021 | Periodic Transaction Report | 0 |
1 trade has a date that can't be right as filed (a year like 0217, a day after the report was filed, or outside the year an annual report covers); none fixed by an amendment.
Trades with a date that can't be right
| Report filed | Trade date | Asset | Problem | Since |
|---|---|---|---|---|
| May 15, 2022 | 2022-03-29 | ISHARES MSCI USA MOMNTUMFCT ETF | Outside the year the report covers | Never amended |