Ted Budd R

Republican representative for North Carolina (NC-13) (former), in the House since Jan 3, 2017.

Among all 440 members

Each dot is a member; Budd 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

2025–26

$1.8M

2023–24

$2.1M

2021–22

$14.8M

See the data

Period	Raised	Individuals	PACs	Parties	Own money	Spent	Cash	Outside for	Outside against
2025–26	$1,827,203	$1,060,837	$338,750	$0	$0	$1,381,372	$728,189	$0	$0
2023–24	$2,111,874	$1,267,904	$506,122	$0	$0	$2,101,703	$282,358	$0	$0
2021–22	$14,756,213	$10,543,728	$1,440,927	$56,000	$275,266	$15,555,024	$272,188	$88,827	$0

FEC totals through Sep 30, 2026.

Who gives to them

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

From North Carolina
From out of state

2025–26

$541K

2023–24

$700K

2021–22

$2.8M

Where it came from

Less
More
Their state

Their donors' employers

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

BRIGHTHOUSE FINANCIAL

$47K

CHARTER COMMUNICATIONS

$20K

VETERANS GUARDIAN

$17K

RETIRED NO EMPLOYER

$15K

UZDIF

$13K

GOOGLE

$13K

GABY FOUNDATION

$12K

FINANCIAL INDEPENDENCE GROUP INC

$12K

DIAMONDBACK INVESTMENT GROUP

$12K

BLACKSTONE

$12K

THE BUDD GROUP

$11K

INMAR INTELLIGENCE

$9,500

The largest donors, and the numbers

Period	Itemized	Contributions	From NC	Retired donors
2025–26	$541,331	4,956	49%	35%
2023–24	$699,503	5,655	31%	35%
2021–22	$2,766,744	8,227	62%	29%

Donor	Where	Employer, occupation	Total
NAZIROV, ATABEK	CHARLOTTE, NC	UZDIF, CEO	$13,200
ARNOTT, ROBERT D	NEWPORT BEACH, CA	RESEARCH AFFILIATES, INVESTMENTS	$11,600
RICE, SHEILA	CORBIN, KY	RETIRED, RETIRED	$11,600
TRAN, ZACHARY	BURLINGTON, NC	DIAMONDBACK INVESTMENT GROUP, MANAGING MEMBER	$11,600
WHITAKER, ELIZABETH B MRS.	WINSTON SALEM, NC	HOMEMAKER, HOMEMAKER	$10,800
MARION, BETTY MRS.	MOORESVILLE, NC	HOMEMAKER, HOMEMAKER	$9,100
WEISS, STEPHEN	WEST HOLLYWOOD, CA	PROTELINDO, SENIOR ADVISOR	$7,700
BELL, STEVEN D. MR.	GREENSBORO, NC	BELL PARTNERS INC., REAL ESTATE	$7,500
ROSS, RICHARD	FRANKLIN, NC	QUINN RESIDENCES, CEO	$7,287
ANDERSON, JOSEPH	LEESBURG, VA	CYPHER LLC, CEO	$7,000
GENTRY, JAMES	WASHINGTON, DC	C2 STRATEGIES, CONSULTANT	$7,000
PALILLO, JACOB	CORNELIUS, NC	SOUTHCREEK CONSTRUCTION, OWNER	$7,000
ROWAN, CAROLYN	NEW YORK, NY	CAROLYN ROWAN COLLECTION, OWNER	$7,000
ROWAN, MARC JEFFREY	NEW YORK, NY	APOLLO MANAGEMENT, CEO	$7,000
SCHOLL, BLAKE	CHERRY HILLS VILLA, CO	BOOM SUPERSONIC, CEO	$7,000
WALKER, KELLY WAYNE JR.	WICHITA FALLS, TX	COMMON GROUND CAPITAL, PRINCIPAL	$7,000
WILLIAMS, TIM	KNOXVILLE, TN	21ST MORTGAGE CORP, CEO	$7,000
YUAN, ZHENG	SARATOGA, CA	ZOOM, CEO	$7,000
BANKE, BARBARA MS.	GEYSERVILLE, CA	JACKSON FAMILY WINES, CHAIRMAN	$6,600
COOLEY, WILLIAM O MR.	WEST PALM BEACH, FL	RETIRED, RETIRED	$6,600
DANIEL, MARVIN	RICHMOND HILL, GA	DANIEL DEFENSE, FOUNDER AND CHAIRMAN	$6,600
GREENBLATT, SCOTT MR.	PINEHURST, NC	VETERANS GUARDIAN, CEO	$6,600
MANDELBLATT, DANIELLE	ASPEN, CO	DMM PROPRIETA MANAGEMENT, MANAGER	$6,600
MANDELBLATT, ERIC	ASPEN, CO	SOROBAN CAPITAL PARTNERS LP, MANAGING PARTNER	$6,600
ROSENTHAL, JOHN	BERNARDS, NJ	BRIGHTHOUSE FINANCIAL, CHIEF INVESTMENT OFFICER	$6,600

Their biggest PAC and party givers

MORTGAGE BANKERS ASSOCIATION

$10K

LIVE OAK BANK

$10K

REYNOLDS AMERICAN INC.

$7,500

NATIONAL CONFECTIONERS ASSOCIATION

$6,000

AMERICAN COUNCIL OF ENGINEERING COMPANIES

$6,000

UPPER HAND FUND

$5,000

THE HARTFORD FINANCIAL SERVICES GROUP, INC. PAC (AKA THE HARTFORD ADVOCATES FUND)

$5,000

THE FARM CREDIT COUNCIL

$5,000

SUSAN B ANTHONY LIST, INC.

$5,000

SMALL BUSINESS INVESTOR ALLIANCE

$5,000

All 25

Committee	Connected organization	Total	Gifts
MORTGAGE BANKERS ASSOCIATION POLITICAL ACTION COMMITTEE (MORPAC)	MORTGAGE BANKERS ASSOCIATION	$10,000	2
LIVE OAK BANK POLITICAL ACTION COMMITTEE	LIVE OAK BANK	$10,000	2
REYNOLDS AMERICAN INC. POLITICAL ACTION COMMITTEE; RAI PAC	REYNOLDS AMERICAN INC.	$7,500	3
NATIONAL CONFECTIONERS ASSOCIATION OF THE UNITED STATES, INC. POLITICAL ACTION COMMITTEE (CANDY PAC)	NATIONAL CONFECTIONERS ASSOCIATION	$6,000	3
AMERICAN COUNCIL OF ENGINEERING COMPANIES (ACEC/PAC)	AMERICAN COUNCIL OF ENGINEERING COMPANIES	$6,000	2
UPPER HAND FUND		$5,000	1
THE HARTFORD FINANCIAL SERVICES GROUP, INC. FEDERAL PAC (AKA HARTFORD ADVOCATES FEDERAL FUND)	THE HARTFORD FINANCIAL SERVICES GROUP, INC. PAC (AKA THE HARTFORD ADVOCATES FUND)	$5,000	2
THE FARM CREDIT COUNCIL POLITICAL ACTION COMMITTEE	THE FARM CREDIT COUNCIL	$5,000	3
SUSAN B. ANTHONY LIST INC. CANDIDATE FUND (DBA SUSAN B. ANTHONY PRO-LIFE AMERICA CANDIDATE FUND)	SUSAN B ANTHONY LIST, INC.	$5,000	1
SMALL BUSINESS INVESTOR ALLIANCE PAC	SMALL BUSINESS INVESTOR ALLIANCE	$5,000	1
NUTRIEN AG SOLUTIONS EMPLOYEE CITIZENSHIP FUND POLITICAL ACTION COMMITTEE ('NUTRIEN CITIZENSHIP FUND PAC')	NUTRIEN AG SOLUTIONS	$5,000	1
NORTH CAROLINA REPUBLICAN PARTY	11TH CONGRESSIONAL DISTRICT REPUBLICAN PARTY	$5,000	1
NCTA - THE INTERNET & TELEVISION ASSOCIATION POLITICAL ACTION COMMITTEE (NCTAPAC)		$5,000	1
NATIONAL PRO-LIFE ALLIANCE PAC	NATIONAL PRO-LIFE ALLIANCE	$5,000	1
NATIONAL ASSOCIATION OF MUTUAL INSURANCE COMPANIES PAC	NATIONAL ASSOCIATION OF MUTUAL INSURANCE COMPANIES	$5,000	5
LINCOLN NATIONAL CORPORATION POLITICAL ACTION COMMITTEE (AKA LINCOLN FINANCIAL GROUP POLITICAL ACTION COMMITTEE, LFGPAC)	LINCOLN NATIONAL CORPORATION	$5,000	1
INTERNATIONAL FRANCHISE ASSOCIATION FRANCHISING POLITICAL ACTION COMMITTEE INC	INTERNATIONAL FRANCHISE ASSOCIATION	$5,000	1
INDEPENDENT INSURANCE AGENTS & BROKERS OF AMERICA, INC. POLITICAL ACTION COMMITTEE (INSURPAC)	INDEPENDENT INSURANCE AGENTS & BROKERS OF AMERICA, INC.	$5,000	1
HUCK PAC		$5,000	1
HOUSE FREEDOM FUND	NONE	$5,000	1
FEDERAL BIPARTISAN VOLUNTARY PUBLIC AFFAIRS COMMITTEE OF THE PNC FINANCIAL SERVICES GROUP, INC. (PNC	THE PNC FINANCIAL SERVICES GROUP, INC.	$5,000	1
AMERICAN BANKERS ASSOCIATION PAC (BANKPAC)	AMERICAN BANKERS ASSOCIATION (ABA)	$5,000	1
LPL FINANCIAL LLC POLITICAL ACTION COMMITTEE (LPL PAC)	LPL FINANCIAL LLC	$3,500	1
GREENBERG TRAURIG, P.A. PAC	GREENBERG TRAURIG P.A.	$3,500	2
GENERAL DYNAMICS CORPORATION POLITICAL ACTION COMMITTEE (GENERAL DYNAMICS EMPLOYEE PAC)	GENERAL DYNAMICS CORPORATION	$3,500	3

Outside spending for and against them

Against them
For them

All of it

$89K

Who spent it

SENATE CONSERVATIVES FUND

$89K

RED SENATE

$303

See the data

Spender	For or against	Total	Reports
SENATE CONSERVATIVES FUND	for	$88,524	23
RED SENATE	for	$303	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).

CAPITAL ONE FINANCIAL CORPORATION

$21K

DUKE ENERGY CORPORATION

$17K

NATIONAL ASSOCIATION OF MUTUAL INSURANCE COMPANIES

$15K

AKIN GUMP STRAUSS HAUER & FELD

$14K

LKQ CORPORATION

$12K

BLOCKCHAIN ASSOCIATION

$12K

CAPITOL COUNSEL LLC

$11K

AMERICAN LAND TITLE ASSOCIATION

$11K

MORTGAGE BANKERS ASSOCIATION

$10K

WEST FRONT STRATEGIES LLC

$10K

All 25

Registrant	Total	Items	First	Latest
CAPITAL ONE FINANCIAL CORPORATION	$21,000	6	Feb 23, 2022	Mar 4, 2023
DUKE ENERGY CORPORATION	$17,000	5	Jul 12, 2022	Jul 26, 2023
NATIONAL ASSOCIATION OF MUTUAL INSURANCE COMPANIES	$14,750	7	Mar 11, 2021	Jun 22, 2022
AKIN GUMP STRAUSS HAUER & FELD	$14,300	11	Jun 27, 2021	Dec 19, 2023
LKQ CORPORATION	$12,000	6	Jun 28, 2022	Mar 28, 2023
BLOCKCHAIN ASSOCIATION	$11,600	2	Nov 18, 2021	Nov 18, 2021
CAPITOL COUNSEL LLC	$11,200	8	Sep 30, 2021	Oct 1, 2022
AMERICAN LAND TITLE ASSOCIATION	$11,000	5	Apr 23, 2021	Sep 19, 2023
MORTGAGE BANKERS ASSOCIATION	$10,250	3	Sep 30, 2021	Jun 29, 2022
WEST FRONT STRATEGIES LLC	$10,200	5	Jun 22, 2022	Oct 16, 2023
HAGGERTY POLICY SOLUTIONS	$10,200	6	Apr 2, 2022	Jun 22, 2022
UPS (UNITED PARCEL SERVICE)	$10,000	2	Jun 21, 2022	Oct 24, 2022
TRUIST FINANCIAL CORPORATION (FORMERLY KNOWN AS BB&T)	$10,000	2	Dec 3, 2021	Jun 28, 2022
THE COUNCIL OF INSURANCE AGENTS AND BROKERS	$10,000	4	Jun 22, 2021	Jul 26, 2022
NORFOLK SOUTHERN CORPORATION	$10,000	2	Dec 13, 2022	Jul 13, 2023
NATIONAL RESTAURANT ASSOCIATION	$10,000	2	Aug 30, 2022	Sep 23, 2022
INTERNATIONAL FRANCHISE ASSOCIATION	$10,000	2	May 20, 2022	Sep 28, 2022
AMERICAS CREDIT UNIONS, FKA CREDIT UNION NATIONAL ASSOCIATION, INC. DBA AMERICAS CREDIT UNIONS	$10,000	2	Sep 28, 2022	Jun 6, 2023
ACA INTERNATIONAL	$10,000	4	Mar 1, 2022	Jun 20, 2022
BGR GOVERNMENT AFFAIRS	$9,120	12	Apr 28, 2022	Sep 27, 2023
VENTURE GOVERNMENT STRATEGIES, LLC (FKA HOBART HALLAWAY & QUAYLE VENTURES, LLC)	$8,800	5	Apr 22, 2022	Sep 7, 2023
LPL FINANCIAL	$8,500	2	May 10, 2021	Jun 27, 2022
1607 STRATEGIES, LLC	$8,500	3	Apr 27, 2022	Jun 15, 2023
WINE AND SPIRITS WHOLESALERS OF AMERICA, INC	$8,000	2	Dec 20, 2022	Apr 18, 2023
JENKINS HILL CONSULTING, LLC	$7,800	4	Jun 17, 2022	Jun 14, 2023

How they've voted lately

Nothing on record.

What they sponsor bills about

119th Congress: 61 sponsored, 0 became law · 118th Congress: 42 sponsored, 0 became law · 117th Congress: 50 sponsored, 0 became law

Finance and Financial Sector

International Affairs

Government Operations and Politics

Health

Armed Forces and National Security

Taxation

Labor and Employment

Transportation and Public Works

Their bills

Bill	Latest action
S. 5517 Fort Bragg Land Transfer for Veterans Act	Sep 24, 2026 Read twice and referred to the Committee on Armed Services.
S. 5557 SCALE Biology Act	Sep 24, 2026 Read twice and referred to the Committee on Commerce, Science, and Transportation.
S. 5370 Combatting the Persecution of Religious Groups in the People’s Republic of China Act	Aug 7, 2026 Read twice and referred to the Committee on Foreign Relations.
S. 5063 FIRST Act	Jul 22, 2026 Read twice and referred to the Committee on Foreign Relations.
S. 5043 Secure Drug Supply Chain Act of 2026	Jul 21, 2026 Read twice and referred to the Committee on Health, Education, Labor, and Pensions.
S.Res. 803 A resolution congratulating the 2025-2026 Carolina Hurricanes for winning the Stanley Cup.	Jul 14, 2026 Submitted in the Senate, considered, and agreed to without amendment and with a preamble by Unanimous Consent.
S. 4873 Promoting Human Flourishing in Foreign Assistance Act	Jun 23, 2026 Read twice and referred to the Committee on Foreign Relations.
S.Res. 776 A resolution honoring the life of Kyle Busch.	Jun 17, 2026 Submitted in the Senate, considered, and agreed to without amendment and with a preamble by Unanimous Consent.
S. 4750 Semiconductor Superiority Act	Jun 11, 2026 Read twice and referred to the Committee on Finance.
S. 4690 Encouraging Public Offerings Act of 2026	Jun 4, 2026 Read twice and referred to the Committee on Banking, Housing, and Urban Affairs.
S. 4627 FARM AI Act of 2026	May 21, 2026 Read twice and referred to the Committee on Agriculture, Nutrition, and Forestry.
S. 4593 Detention Authority Clarification Act	May 20, 2026 Read twice and referred to the Committee on the Judiciary.
S.Res. 713 A resolution supporting the United States dollar as the reserve currency of the world and combating the economic influen	Apr 30, 2026 Referred to the Committee on Foreign Relations. (text: CR S2176-2177)
S. 4373 Fighter Aircrew Career Flexibility Act	Apr 22, 2026 Read twice and referred to the Committee on Armed Services.
S. 4374 Airpower Acceleration Act of 2026	Apr 22, 2026 Read twice and referred to the Committee on Armed Services.
S. 4375 RETAIN Act of 2026	Apr 22, 2026 Read twice and referred to the Committee on Armed Services.
S. 4345 Marijuana Impact on Medicaid Act of 2026	Apr 20, 2026 Read twice and referred to the Committee on Finance.
S. 4219 Abraham Accords Defense Cooperation Act of 2026	Mar 26, 2026 Read twice and referred to the Committee on Foreign Relations.
S. 4249 FARM Stability Act	Mar 26, 2026 Read twice and referred to the Committee on the Judiciary.
S. 4170 Regulation A+ Improvement Act of 2026	Mar 24, 2026 Read twice and referred to the Committee on Banking, Housing, and Urban Affairs.
S. 4171 Virtual Currency Tax Fairness Act	Mar 24, 2026 Read twice and referred to the Committee on Finance.
S. 4098 Artificial Intelligence-Ready Data Act	Mar 16, 2026 Read twice and referred to the Committee on Commerce, Science, and Transportation.
S. 4000 Securing Infrastructure from Adversaries Act of 2026	Mar 5, 2026 Read twice and referred to the Committee on Commerce, Science, and Transportation.
S. 4022 Disaster Recovery Improvement Act	Mar 5, 2026 Read twice and referred to the Committee on Homeland Security and Governmental Affairs.
S. 3984 United States Commission on International Religious Freedom Reauthorization Act of 2026	Jul 27, 2026 Placed on Senate Legislative Calendar under General Orders. Calendar No. 505.

Congress	Sponsored	Cosponsored
119th	61	412
118th	42	416
117th	50	574

3 former staff now lobbying

JOCELYN FRANCIS

PROVIDENCE ST. JOSEPH HEALTH

1 client

PAUL CALKINS jr

INTERNATIONAL FRANCHISE ASSOCIATION

1 client

SETH HAYMORE

ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG)

1 client

See the data

Lobbyist	Former position, as they list it	Firms	Clients	Years
JOCELYN FRANCIS	Legislative Assistant (Senator Risch); Legislative Director (Rep. Ted Budd); Legislative Correspondent (Rep. DeSantis)	PROVIDENCE ST. JOSEPH HEALTH	1	2025
PAUL CALKINS jr	Intern, Rep. Ted Budd	INTERNATIONAL FRANCHISE ASSOCIATION	1	2023
SETH HAYMORE	Chief of Staff, Office of Byron Donalds - January 2021-August 2022; Chief of Staff, Legislative Director, Legislative Assistant, Legislative Correspondent, Office of Congressman Ted Budd (NC-13) - January 2017-January 2021	ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG)	1	2022

From their payroll to lobbying

People Budd'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 Budd themselves.

CHAD YELINSKI ✓

Chief of Staff, last paid Q1 2023 · NOVO NORDISK INC.

1 client

See the data

Lobbyist	On the payroll as	Last paid	Lobbying for	Clients	Years	Confirmed
CHAD YELINSKI	Chief of Staff	Q1 2023	NOVO NORDISK INC.	1	2023–2026	yes

Holdings and trades

$3.9M – $13.1Mnet worth, 2021 report

61trades on their reports

—trades reported after 45 days

—typical time to report a trade

0reports filed on paper

1filing 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, 2021 report

PS1 Rural Hall LLC, 100% Interest

Business Entity · Self

$1.0M+

Hope Church Road Commercial Warehouse

Real Estate · Spouse

$500K+

Budd Family LLC

Farm/Ranch · Child

$250K+

Budd Family LLC

Real Estate · Child

$250K+

Budd Family LLC

Business Entity · Child

$250K+

Budd Family LLC

Business Entity · Child

$250K+

Budd Family LLC

Farm/Ranch · Child

$250K+

Budd Family LLC

Real Estate · Child

$250K+

Budd Family LLC

Farm/Ranch · Child

$250K+

Budd Family LLC

Real Estate · Child

$250K+

Budd Family LLC

Business Entity · Child

$250K+

Due from Ted Budd for Senate Committee

Accounts Receivable · Self

$250K+

Their 25 largest holdings, as a table

Asset	Kind	Owner	Value	Income
PS1 Rural Hall LLC, 100% Interest	Business Entity	Self	$1.0M – $5.0M	Form 1040, Sch C: $100K – $1.0M
Hope Church Road Commercial Warehouse	Real Estate	Spouse	$500K – $1.0M	Rent: $15K – $50K
Budd Family LLC	Farm/Ranch	Child	$250K – $500K	Rent: $2,501 – $5,000
Budd Family LLC	Real Estate	Child	$250K – $500K	Rent: $2,501 – $5,000
Budd Family LLC	Business Entity	Child	$250K – $500K	Rent: $5,001 – $15K
Budd Family LLC	Business Entity	Child	$250K – $500K	Rent: $5,001 – $15K
Budd Family LLC	Farm/Ranch	Child	$250K – $500K	Rent: $2,501 – $5,000
Budd Family LLC	Real Estate	Child	$250K – $500K	Rent: $2,501 – $5,000
Budd Family LLC	Farm/Ranch	Child	$250K – $500K	Rent: $2,501 – $5,000
Budd Family LLC	Real Estate	Child	$250K – $500K	Rent: $2,501 – $5,000
Budd Family LLC	Business Entity	Child	$250K – $500K	Rent: $5,001 – $15K
Due from Ted Budd for Senate Committee	Accounts Receivable	Self	$250K – $500K	None: —
LVIP SSGA S&P 500 Index SC (946)	Mutual Funds	Self	$100K – $250K	Tax-Deferred: —
LVIP Vanguard Bnd Alloc Fnd SC (791)	Mutual Funds	Self	$100K – $250K	Tax-Deferred: —
Truist Bank (formerly BB&T)	Bank Deposit	Self	$100K – $250K	Interest: $1 – $200
Tax Managed International Equity S	Mutual Funds	Spouse	$50K – $100K	Dividends: $1,001 – $2,500
Tax Managed US Large Cap Fund CL	Mutual Funds	Spouse	$50K – $100K	Dividends: $1 – $200
Fidelity Inflat-Prof BD Index Fund	Mutual Funds	Child	$15K – $50K	Dividends: $201 – $1,000
Tax Exempt Bond Fund Class S	Mutual Funds	Child	$15K – $50K	Capital Gains, Dividends: $1,001 – $2,500
Tax Managed International Equity S	Mutual Funds	Child	$15K – $50K	Dividends: $201 – $1,000
Tax Managed US Large Cap Fund CL	Mutual Funds	Child	$15K – $50K	Dividends: $1 – $200
Fidelity Inflat-Prot BD Index Fund	Mutual Funds	Child	$15K – $50K	Dividends: $201 – $1,000
Tax Exempt Bond Fund Class S	Mutual Funds	Child	$15K – $50K	Capital Gains, Dividends: $1,001 – $2,500
Tax Managed International Equity S	Mutual Funds	Child	$15K – $50K	Dividends: $201 – $1,000
Tax Managed US Large Cap Fund CL	Mutual Funds	Child	$15K – $50K	Dividends: $1 – $200

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

Tax Managed US Large Cap Fund CL S

2021–2021 · $21K – $140K

7 trades

Tax Managed International Equity S

2021–2021 · $20K – $125K

6 trades

Emerging Markets S

2021–2021 · $5,005 – $75K

5 trades

Tax Exempt High Yield Bond S

2021–2021 · $5,005 – $75K

5 trades

Dimensional ETF Trust US Equity

2021–2021 · $5,005 – $75K

5 trades

Invesco Equally Weighted S&P 500

2021–2021 · $4,004 – $60K

4 trades

Ishares TR Residential ETF

2021–2021 · $4,004 – $60K

4 trades

Fidelity Inflat-Prot BD Index Fund (FIPDX)

2021–2021 · $45K – $150K

3 trades

Tax Exempt Bond Fund Class S (RLVSX)

2021–2021 · $45K – $150K

3 trades

Opportunistic Credit Fund S (RGCSX)

2021–2021 · $3,003 – $45K

3 trades

All 61 trades

Date	Asset	Trade	Owner	Amount	Days to report
2021-12-27	Dimensional ETF Trust US Small Cap via AKB Individual TOD 96	Purchase	Spouse	$1,001 – $15K	annual
2021-12-22	Tax Managed US Large Cap Fund CL S via AKB Individual TOD 96	Sale (Partial)	Spouse	$1,001 – $15K	annual
2021-12-06	Dimensional ETF Trust US Equity via AKB Individual TOD 18	Purchase	Spouse	$1,001 – $15K	annual
2021-12-02	Tax Managed International Equity S via AKB Individual TOD 96	Purchase	Spouse	$1,001 – $15K	annual
2021-11-10	Dimensional ETF Trust World EX US via AKB Individual TOD 18	Purchase	Spouse	$1,001 – $15K	annual
2021-11-10	Dimensional ETF Trust US Equity via AKB Individual TOD 18	Purchase	Spouse	$1,001 – $15K	annual
2021-11-02	Tax Managed US Large Cap Fund CL S via AKB Individual TOD 96	Purchase	Spouse	$1,001 – $15K	annual
2021-10-28	Ishares TR Residential ETF via TPB Roth IRA	Purchase	Self	$1,001 – $15K	annual
2021-10-28	Ishares TR Residential ETF via Akb - Roth IRA	Purchase	Spouse	$1,001 – $15K	annual
2021-10-26	Van Eck CM Community Index Fund via TPB Roth IRA	Purchase	Self	$1,001 – $15K	annual
2021-10-26	Invesco Equally Weighted S&P 500 via TPB Roth IRA	Sale (Partial)	Self	$1,001 – $15K	annual
2021-10-26	Global Infrastructure CL S via TPB Roth IRA	Purchase	Self	$1,001 – $15K	annual
2021-10-26	Van Eck CM Community Index Fund via Akb - Roth IRA	Purchase	Spouse	$1,001 – $15K	annual
2021-10-26	Opportunistic Credit Fund S via Akb - Roth IRA	Sale (Partial)	Spouse	$1,001 – $15K	annual
2021-10-26	Invesco Equally Weighted S&P 500 via Akb - Roth IRA	Sale (Partial)	Spouse	$1,001 – $15K	annual
2021-10-26	Global Infrastructure CL S via Akb - Roth IRA	Purchase	Spouse	$1,001 – $15K	annual
2021-10-07	Dimensional ETF Trust US Equity via AKB Individual TOD 18	Purchase	Spouse	$1,001 – $15K	annual
2021-10-04	Tax Managed International Equity S via AKB Individual TOD 96	Purchase	Spouse	$1,001 – $15K	annual
2021-09-28	Tax Managed International Equity S via AKB Individual TOD 18	Sale (Partial)	Spouse	$1,001 – $15K	annual
2021-09-16	Ishares TR Residential ETF via TPB Roth IRA	Purchase	Self	$1,001 – $15K	annual
2021-09-16	Ishares TR Residential ETF via Akb - Roth IRA	Purchase	Spouse	$1,001 – $15K	annual
2021-09-14	Global Real Estate Securities S via TPB Roth IRA	Sale (Full)	Self	$1,001 – $15K	annual
2021-09-14	Global Real Estate Securities S via Akb - Roth IRA	Sale (Full)	Spouse	$1,001 – $15K	annual
2021-09-07	Dimensional ETF Trust US Equity via AKB Individual TOD 18	Purchase	Spouse	$1,001 – $15K	annual
2021-09-03	Tax Managed International Equity S via AKB Individual TOD 18	Purchase	Spouse	$1,001 – $15K	annual
2021-09-02	Tax Managed US Large Cap Fund CL S via AKB Individual TOD 96	Purchase	Spouse	$1,001 – $15K	annual
2021-08-06	Dimensional ETF Trust US Equity via AKB Individual TOD 96	Purchase	Spouse	$1,001 – $15K	annual
2021-08-04	Tax Exempt High Yield Bond S via 2017 Irrv TR Fbo 3	Purchase	Child	$1,001 – $15K	annual
2021-08-04	Emerging Markets S via 2017 Irrv TR Fbo 3	Sale (Full)	Child	$1,001 – $15K	annual
2021-08-04	Tax Exempt High Yield Bond S via 2017 Irrv TR Fbo 2	Purchase	Child	$1,001 – $15K	annual
2021-08-04	Emerging Markets S via 2017 Irrv TR Fbo 2	Sale (Full)	Child	$1,001 – $15K	annual
2021-08-04	Tax Exempt High Yield Bond S via 2017 Irrv TR Fbo 1	Purchase	Child	$1,001 – $15K	annual
2021-08-04	Emerging Markets S via 2017 Irrv TR Fbo 1	Sale (Full)	Child	$1,001 – $15K	annual
2021-08-03	Tax Managed International Equity S via AKB Individual TOD 96	Purchase	Spouse	$1,001 – $15K	annual
2021-07-08	Dimensional ETF Trust US Small Cap via AKB Individual TOD 96	Purchase	Spouse	$1,001 – $15K	annual
2021-07-02	Tax Managed US Large Cap Fund CL S via AKB Individual TOD 96	Purchase	Spouse	$1,001 – $15K	annual
2021-06-30	T Paul Properties LLC	Purchase	Spouse	$100K – $250K	annual
2021-06-08	Tax Managed US Large Cap Fund CL S via AKB Individual TOD 96	Purchase	Spouse	$1,001 – $15K	annual
2021-06-03	Tax Managed US Mid & Small CP S via AKB Individual TOD 96	Sale (Partial)	Spouse	$1,001 – $15K	annual
2021-06-03	Tax Managed US Large Cap Fund CL S via AKB Individual TOD 96	Sale (Partial)	Spouse	$15K – $50K	annual
2021-06-03	Tax Managed International Equity S via AKB Individual TOD 96	Sale (Partial)	Spouse	$15K – $50K	annual
2021-06-03	Tax Exempt High Yield Bond S via AKB Individual TOD 96	Sale (Partial)	Spouse	$1,001 – $15K	annual
2021-06-03	Russell Tax-Managed Real Assets CL S via AKB Individual TOD 96	Sale (Partial)	Spouse	$1,001 – $15K	annual
2021-06-03	DFA Tax Managed US Equity Portfolio via AKB Individual TOD 96	Sale (Full)	Spouse	$1,001 – $15K	annual
2021-06-02	Tax Exempt Bond Fund Class S via 2017 Irrv TR Fbo 3	Sale (Partial)	Child	$15K – $50K	annual
2021-06-02	Fidelity Inflat-Prot BD Index Fund via 2017 Irrv TR Fbo 3	Purchase	Child	$15K – $50K	annual
2021-06-02	Tax Exempt Bond Fund Class S via 2017 Irrv TR Fbo 2	Sale (Partial)	Child	$15K – $50K	annual
2021-06-02	Fidelity Inflat-Prot BD Index Fund via 2017 Irrv TR Fbo 2	Purchase	Child	$15K – $50K	annual
2021-06-02	Tax Exempt Bond Fund Class S via 2017 Irrv TR Fbo 1	Sale (Partial)	Child	$15K – $50K	annual
2021-06-02	Fidelity Inflat-Prot BD Index Fund via 2017 Irrv TR Fbo 1	Purchase	Child	$15K – $50K	annual
2021-05-13	Opportunistic Credit Fund S via TPB Roth IRA	Sale (Partial)	Self	$1,001 – $15K	annual
2021-05-13	Opportunistic Credit Fund S via Akb - Roth IRA	Sale (Partial)	Spouse	$1,001 – $15K	annual
2021-05-10	Tax Managed US Large Cap Fund CL S via AKB Individual TOD 96	Purchase	Spouse	$1,001 – $15K	annual
2021-04-08	DFA Tax Managed US Equity Portfolio via AKB Individual TOD 96	Purchase	Spouse	$1,001 – $15K	annual
2021-04-05	Tax Exempt High Yield Bond S via AKB Individual TOD 18	Sale (Partial)	Spouse	$1,001 – $15K	annual
2021-03-04	Tax Managed US Large Cap Fund CL via AKB Individual TOD 96	Purchase	Spouse	$1,001 – $15K	annual
2021-01-19	Invesco Equally Weighted S&P 500 via TPB Roth IRA	Sale (Partial)	Self	$1,001 – $15K	annual
2021-01-19	Emerging Markets S via TPB Roth IRA	Purchase	Self	$1,001 – $15K	annual
2021-01-19	Invesco Equally Weighted S&P 500 via Akb - Roth IRA	Sale (Partial)	Spouse	$1,001 – $15K	annual
2021-01-19	Emerging Markets S via Akb - Roth IRA	Purchase	Spouse	$1,001 – $15K	annual
2021-01-05	Tax Managed US Mid & Small CP S via AKB Individual TOD 18	Sale (Partial)	Spouse	$1,001 – $15K	annual

What their office spends

What Budd'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): $1,061,587 over the last 4 quarters, 73% 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
Q2 '23	$0	$0	-$44	$0	$140	$96
Q1 '23	$22,163	$3,005	$1,171	$22	$2,404	$28,765
Q4 '22	$413,558	$11,006	$19,553	$28,158	$15,486	$487,762
Q3 '22	$336,618	$10,859	$21,548	$159,709	$16,231	$544,964
Q2 '22	$297,018	$19,984	$20,650	$26,296	$15,249	$379,196
Q1 '22	$277,233	$12,550	$36,257	$55,741	$33,223	$415,005
Q4 '21	$321,968	$12,680	$27,187	$57,731	$22,262	$441,828
Q2 '21	$255,807	$11,682	$32,134	$16,426	$26,393	$342,441
Q1 '21	$270,978	$9,567	$29,291	$15,060	$51,695	$376,592

Private funds

3private 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

PS1 Rural Hall LLC, 100% Interest

held from 2021

$3.0M

Budd Family LLC

held from 2021

$1.1M

T Paul Properties LLC

1 trades

$175K

All 3, 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
PS1 Rural Hall LLC, 100% Interest	held 2021		$1.0M – $5.0M
Budd Family LLC	held 2021		$750K – $1.5M
T Paul Properties LLC	2021-06-30	$100K – $250K

Financial disclosures

2 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
Aug 12, 2022	Annual Report for 2021	61
May 12, 2022	Extension for 2021	—