Carolyn Bourdeaux D
Democratic representative for Georgia (GA-7) (former), in the House since Jan 3, 2021.
Among all 440 members
Each dot is a member; Bourdeaux 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
$4,920
2021–22
$3.3M
See the data
| Period | Raised | Individuals | PACs | Parties | Own money | Spent | Cash | Outside for | Outside against |
|---|---|---|---|---|---|---|---|---|---|
| 2023–24 | $4,920 | $0 | $0 | $0 | $0 | $7,921 | $0 | $0 | $0 |
| 2021–22 | $3,264,792 | $2,945,510 | $291,501 | $800 | $0 | $3,375,739 | $3,001 | $8 | $10,051 |
FEC totals through May 22, 2023.
Who gives to them
Their itemized individual contributions (over $200 from a donor in an election cycle): from inside Georgia versus everywhere else, each period.
- From Georgia
- From out of state
2021–22
$1.5M
Where it came from
- Less
- More
- Their state
Their donors' employers
Employers as donors wrote them, 2021 on (retired and not employed donors aside).
GEORGIA STATE UNIVERSITY
$8,825
FORTRESS INVESTMENT GROUP
$8,700
BAIN CAPITAL
$8,700
BESSEMER VENTURE PARTNERS
$8,600
EMORY UNIVERSITY
$7,525
ERNST & YOUNG
$6,700
CHILDREN S HEALTHCARE OF ATLANTA
$6,200
WRBC
$5,800
VERTEX
$5,800
UNITED DISTRIBUTORS INC
$5,800
THE DUCHOSSOIS GROUP
$5,800
RIVULET CAPITAL
$5,800
The largest donors, and the numbers
| Period | Itemized | Contributions | From GA | Retired donors |
|---|---|---|---|---|
| 2021–22 | $1,458,627 | 2,795 | 40% | 28% |
| Donor | Where | Employer, occupation | Total |
|---|---|---|---|
| BEKENSTEIN, ANITA | WAYLAND, MA | RETIRED, RETIRED | $8,700 |
| BEKENSTEIN, JOSHUA | WAYLAND, MA | BAIN CAPITAL, INVESTOR | $8,700 |
| BREWER, KRISTA C | ATLANTA, GA | RETIRED, RETIRED | $7,200 |
| BLAKE, LIZ | ATLANTA, GA | NONE, NONE | $6,800 |
| WALLING, SUSAN | BROOKLINE, MA | RETIRED, RETIRED | $6,450 |
| PELL, OWEN | NEW YORK, NY | RETIRED, RETIRED | $6,300 |
| THORPE, JANE F. | ATLANTA, GA | RETIRED, RETIRED | $5,900 |
| ALTSHULER, DAVID | BROOKLINE, MA | VERTEX, CHIEF SCIENTIFIC OFFICER | $5,800 |
| BACON, LOUIS M | NEW YORK, NY | NOT EMPLOYED, NOT EMPLOYED | $5,800 |
| BALL, ALICE H. | ATLANTA, GA | RETIRED, RETIRED | $5,800 |
| BERKLEY, WILLIAM | KEY LARGO, FL | WRBC, SELF | $5,800 |
| CROWN, JAMES S. | CHICAGO, IL | HENRY CROWN & CO., CEO | $5,800 |
| DUCHOSSOIS, CRAIG | CHICAGO, IL | THE DUCHOSSOIS GROUP, EXECUTIVE | $5,800 |
| DYSON, ROBERT R. | POUGHKEEPSIE, NY | PATTERSON PLANNING & SERVICES INC, CHAIRMAN & CEO | $5,800 |
| FAHS, KATHERINE | ATLANTA, GA | CHILDREN'S HEALTHCARE OF ATLANTA, MARKET RESEARCHER | $5,800 |
| HARRIS, WILLIAM | MIAMI BEACH, FL | NOT EMPLOYED, NOT EMPLOYED | $5,800 |
| HELM, NELSON JR. | LOUISVILLE, KY | RETIRED, RETIRED | $5,800 |
| HELM, SUSAN | LOUISVILLE, KY | NONE, HOMEMAKER | $5,800 |
| HERTZ, DOUGLAS J. | SANDY SPRINGS, GA | UNITED DISTRIBUTORS INC., PRESIDENT | $5,800 |
| HUNT, WOODY | EL PASO, TX | HUNT COMPANIES, INC, SENIOR CHAIRMAN OF THE BOARD | $5,800 |
| JONES, DONNA | ATLANTA, GA | RETIRED, RETIRED | $5,800 |
| KAMEN, AL | NEW YORK, NY | NOT EMPLOYED, NOT EMPLOYED | $5,800 |
| KARPLUS, BARBARA | NEWBURY PARK, CA | SELF, TAX PRACTITIONER | $5,800 |
| KESSLER, IRVIN | PARADISE VALLEY, AZ | PROVIDENT ADVISORS, CEO | $5,800 |
| LOVELACE, JAMES | LOS ANGELES, CA | CAPITAL RESEARCH GLOBAL INVESTORS, INVESTMENT MANAGEMENT | $5,800 |
Their biggest PAC and party givers
THREE RIVERS POLITICAL ACTION COMMITTEE
$5,000
SOCIETY FOR CARDIOVASCULAR ANGIOGRAPHY AND INTERVENTIONS ASSOCIATION PAC
$5,000
$5,000
All 25
| Committee | Connected organization | Total | Gifts |
|---|---|---|---|
| NEW DEMOCRAT COALITION ACTION FUND | NEWDEM SUMMER VICTORY FUND | $7,500 | 3 |
| CULAC THE PAC OF CREDIT UNION NATIONAL ASSOCIATION | CREDIT UNION NATIONAL ASSOCIATION | $7,500 | 3 |
| 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 | $5,000 | 1 |
| THREE RIVERS POLITICAL ACTION COMMITTEE | $5,000 | 3 | |
| SOCIETY FOR CARDIOVASCULAR ANGIOGRAPHY AND INTERVENTIONS ASSOCIATION PAC | $5,000 | 1 | |
| SEIU COPE (SERVICE EMPLOYEES INTERNATIONAL UNION COMMITTEE ON POLITICAL EDUCATION) | SERVICE EMPLOYEES INTERNATIONAL UNION | $5,000 | 1 |
| NO LABELS PROBLEM SOLVERS POLITICAL ACTION COMMITTEE (NO LABELS PROBLEM SOLVERS PAC) | NO LABELS | $5,000 | 3 |
| NATIONAL STONE, SAND & GRAVEL ASSOCIATION ROCKPAC | NATIONAL STONE, SAND AND GRAVEL ASSOCIATION | $5,000 | 2 |
| 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 | $5,000 | 1 |
| MACHINISTS NON PARTISAN POLITICAL LEAGUE OF THE INTERNATIONAL ASSOCIATION OF MACHINISTS & AEROSPACE WORKERS | INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS | $5,000 | 1 |
| LABORERS' INTERNATIONAL UNION OF NORTH AMERICA (LIUNA) PAC | LABORERS' INTERNATIONAL UNION OF NORTH AMERICA | $5,000 | 1 |
| HUDSON VALLEY PAC | MALONEY | $5,000 | 5 |
| HOOPS PAC | WYDEN | $5,000 | 1 |
| FRONTLINE USA | SCHIFF LEADS PAC | $5,000 | 2 |
| EVERGREEN PAC | $5,000 | 2 | |
| ENGINEERS POLITICAL EDUCATION COMMITTEE (EPEC)/INTERNATIONAL UNION OF OPERATING ENGINEERS | INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 965 PEF | $5,000 | 1 |
| COURAGE TO CHANGE | OCASIO-CORTEZ | $5,000 | 1 |
| BUILD POLITICAL ACTION COMMITTEE OF THE NATIONAL ASSOCIATION OF HOME BUILDERS (BUILDPAC) | NATIONAL ASSOCIATION OF HOME BUILDERS | $5,000 | 1 |
| BLUE DOG POLITICAL ACTION COMMITTEE | $5,000 | 7 | |
| AMERIPAC: THE FUND FOR A GREATER AMERICA | HOYER | $5,000 | 3 |
| AMERICAN FEDERATION OF TEACHERS, AFL-CIO COMMITTEE ON POLITICAL EDUCATION | $5,000 | 1 | |
| AMERICAN ASSOCIATION FOR JUSTICE POLITICAL ACTION COMMITTEE (AAJ PAC) | AMERICAN ASSOCIATION FOR JUSTICE (AAJ) | $5,000 | 1 |
| A WOMAN'S PLACE PAC | $5,000 | 2 | |
| NATIONAL APARTMENT ASSOCIATION POLITICAL ACTION COMMITTEE | NATIONAL APARTMENT ASSOCIATION | $4,750 | 2 |
| AMERICAN COUNCIL OF ENGINEERING COMPANIES (ACEC/PAC) | AMERICAN COUNCIL OF ENGINEERING COMPANIES | $4,000 | 1 |
Outside spending for and against them
- Against them
- For them
All of it
$10K
Who spent it
CONGRESSIONAL LEADERSHIP FUND
$9,750
WOMEN SPEAK OUT PAC
$301
PLANNED PARENTHOOD VOTES
$8
See the data
| Spender | For or against | Total | Reports |
|---|---|---|---|
| CONGRESSIONAL LEADERSHIP FUND | against | $9,750 | 2 |
| WOMEN SPEAK OUT PAC | against | $301 | 3 |
| 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).
$7,500
All 25
Earmarks they asked for
Congressionally directed spending enacted at their request, alone or with others: 24 earmarks, $18.4M. 3 went to an organization whose employees gave to Bourdeaux's campaigns ($4.0M).
- To an organization whose employees gave to them
- To one whose lobbying firm's lobbyists gave to them
- Other earmarks
FY 2023
$13.3M
FY 2022
$5.1M
Against chance: set beside the earmarks other members of their state's delegation asked for on their own, in the same year and account, 3 of the 23 of theirs went to their donors' employers; chance gives about 3: about what chance gives.
The largest
Gwinnett County for Replacement and Upgrade of Aged Water Distribution Mains
Environmental Protection Agency · its employees gave $250
$3.0M
Gwinnett Transit Route 25 Bus Shelter Construction Gwinnett County Department of Transportation
Department of Transportation
$2.0M
Buford-Suwanee Micro Transit Gwinnett County Department of Transportation
Department of Transportation
$2.0M
Georgia Gwinnett College
Department of Education
$1.4M
AboutFace-USA, Inc.
Department of Health and Human Services
$1.3M
Mosaic Georgia, Inc.
Department of Health and Human Services
$1.0M
View Point Health
Department of Health and Human Services
$900K
Gwinnett County Schools Foundation
Department of Education
$775K
Forsyth County School District
Department of Education
$750K
Hire Heroes USA
Department of Labor
$720K
All 24
| Year | Recipient | Amount | Asked with | Its employees gave them | Its lobbying firm gave them |
|---|---|---|---|---|---|
| FY 2023 | Gwinnett County for Replacement and Upgrade of Aged Water Distribution Mains Environmental Protection Agency · State and Tribal Assistance Grants - Drinking Water State Revolving Fund · GA | $2,988,000 | $250, 1 donor | ||
| FY 2023 | Gwinnett Transit Route 25 Bus Shelter Construction Gwinnett County Department of Transportation Department of Transportation · Transit Infrastructure Grants · GA | $2,000,000 | |||
| FY 2023 | Buford-Suwanee Micro Transit Gwinnett County Department of Transportation Department of Transportation · Transit Infrastructure Grants · GA | $2,000,000 | |||
| FY 2023 | AboutFace-USA, Inc. AboutFace-USA, Inc., Cumming, GA for mental health treatment and services for veterans, including equipment and wraparound services Department of Health and Human Services · Substance Use and Mental Health Services Administration · GA | $1,280,000 | |||
| FY 2023 | Mosaic Georgia, Inc. Mosaic Georgia, Inc., Duluth, GA for behavioral health workforce and equipment Department of Health and Human Services · Substance Use and Mental Health Services Administration · GA | $1,027,200 | |||
| FY 2023 | View Point Health View Point Health, Lawrenceville, GA for facilities and equipment Department of Health and Human Services · Health Resources and Services Administration · GA | $900,000 | |||
| FY 2023 | Creative Enterprises, Inc Creative Enterprises, Inc, Lawrenceville, GA for expanding access and increasing opportunities for employment and community inclusion, including the purchase of equipment and technology Department of Health and Human Services · Administration for Community Living · GA | $612,320 | $45, 1 donor | ||
| FY 2023 | Special Collection on African American History Gwinnett County Public Library Foundation Department of Housing and Urban Development · Community Development Fund · GA | $500,000 | |||
| FY 2023 | Wraparound Services for Latino Families and Youth Ser Familia Department of Housing and Urban Development · Community Development Fund · GA | $462,000 | |||
| FY 2023 | Boys and Girls Club of Metro Atlanta Boys and Girls Club of Metro Atlanta, Chamblee, GA for academic enrichment and tutoring Department of Education · Elementary and Secondary Education · GA | $400,861 | |||
| FY 2023 | The University of North Georgia The University of North Georgia, Dahlonega, GA for a teacher candidate residency program, including equipment and stipends Department of Education · Higher Education · GA | $399,952 | $1,000, 1 donor | ||
| FY 2023 | Latin American Association, Inc Latin American Association, Inc, Atlanta, GA for employment training, support services, and a workforce development initiative Department of Labor · Employment and Training Administration · GA | $300,000 | |||
| FY 2023 | Transportation for Low-Income Students Corners Outreach Department of Housing and Urban Development · Community Development Fund · GA | $250,000 | |||
| FY 2023 | Helping Mamas, Inc. Helping Mamas, Inc., Norcross, GA for products and services, including the purchase of equipment and goods, for a mobile distribution project to support long-term financial security Department of Health and Human Services · Administration for Children and Families · GA | $195,475 | |||
| FY 2022 | Georgia Gwinnett College Georgia Gwinnett College, Lawrenceville, GA for student support services, including scholarships and equipment Department of Education · Higher Education · GA | $1,450,000 | |||
| FY 2022 | Gwinnett County Schools Foundation Gwinnett County Schools Foundation, Suwanee, GA for an early childhood education initiative Department of Education · Elementary & Secondary Education · GA | $775,000 | |||
| FY 2022 | Forsyth County School District Forsyth County School District, Cumming, GA for the Spark! Igniting Learning, Birth and Beyond program Department of Education · Elementary & Secondary Education · GA | $750,000 | |||
| FY 2022 | Hire Heroes USA Hire Heroes USA, Alpharetta, GA, for a career transition program Department of Labor · Employment and Training Administration (ETA) · GA | $720,000 | |||
| FY 2022 | Peachtree Corners Curiosity Lab Mobility Hub Improvements City of Peachtree Corners Department of Housing and Urban Development · Community Development Fund · GA | $495,000 | |||
| FY 2022 | The Water Tower Advanced Lab Equipment The Water Tower Institute Department of Housing and Urban Development · Community Development Fund · GA | $310,000 | |||
| FY 2022 | Crisis Intervention Team Forsyth County Government Department of Justice · Byrne · GA | $235,000 | |||
| FY 2022 | Lawrenceville Housing Authority Public Housing Rehabilitation Lawrenceville Housing Authority Department of Housing and Urban Development · Community Development Fund · GA | $150,000 | |||
| FY 2022 | Gwinnett County University of Georgia Small Business Development Center Gwinnett County University of Georgia Small Business Development Center Gwinnett County University of Georgia Small Business Development Center Gwinnett County University of Georgia Small Business Development Center, Lawrenceville, GA Small Business Administration · Salaries and Expenses · GA | $100,000 | |||
| FY 2022 | Forsyth County Substance Abuse and Intervention Program Forsyth County Government Department of Justice · Byrne · GA | $90,000 |
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: 16 sponsored, 1 became law
Their bills
| Bill | Latest action |
|---|---|
| H.R. 1799Public Law 117-6 PPP Extension Act of 2021 | Mar 30, 2021 Became Public Law No: 117-6. |
| H.R. 7796 Lake Lanier and Upper Chattahoochee Safety Act | May 18, 2022 Referred to the Subcommittee on Water Resources and Environment. |
| H.R. 7441 Acute Labor Shortage Solutions Act of 2022 | Nov 1, 2022 Referred to the Subcommittee on Immigration and Citizenship. |
| H.R. 7442 H–4 Work Authorization Act | Nov 1, 2022 Referred to the Subcommittee on Immigration and Citizenship. |
| H.R. 7198 Chattahoochee River Act | Mar 25, 2022 Referred to the Subcommittee on Water Resources and Environment. |
| H.R. 6756 Workforce Opportunity for Returning Citizens Act | Feb 18, 2022 Referred to the House Committee on Education and Labor. |
| H.Res. 917 Condemning the atrocities that occurred in Forsyth County, Georgia, in 1912 in which over 1,100 Black Americans were ter | Nov 1, 2022 Referred to the Subcommittee on Crime, Terrorism, and Homeland Security. |
| H.R. 5479 Supply CHAIN Act | Oct 6, 2021 Referred to the Subcommittee on Consumer Protection and Commerce. |
| H.R. 5041 GREATER Revitalization of Shopping Centers Act of 2021 | Aug 17, 2021 Referred to the House Committee on Financial Services. |
| H.R. 4742 Duplication Scoring Act of 2021 | Jul 28, 2021 Referred to the Committee on Oversight and Reform, and in addition to the Committees on the Budget, and Rules, |
| H.R. 4595 Medicaid Saves Lives Act | Jul 22, 2021 Referred to the Subcommittee on Health. |
| H.R. 3690 SUN Act | Jun 7, 2021 Referred to the Subcommittee on Highways and Transit. |
| H.R. 3691 Wastewater Infrastructure Modernization Act | Jun 7, 2021 Referred to the Subcommittee on Water Resources and Environment. |
| H.R. 3566 National and Regional Greenways Act | Jun 1, 2021 Referred to the Subcommittee on Highways and Transit. |
| H.R. 3334 BUS Act | May 20, 2021 Referred to the Subcommittee on Highways and Transit. |
| H.R. 1398 Filtering and Retrofitting the Environment for Safe and Healthy Activities Indoors and Revenue (FRESH AIR) for Businesse | Feb 26, 2021 Referred to the Subcommittee on Health. |
| Congress | Sponsored | Became law | Cosponsored |
|---|---|---|---|
| 117th | 16 | 1 | 296 |
1 former staff now lobbying
MATTHEW JACKSON
SOLVENTUM CORPORATION
1 client
See the data
| Lobbyist | Former position, as they list it | Firms | Clients | Years |
|---|---|---|---|---|
| MATTHEW JACKSON | U.S. House: Chief of Staff, Rep. Bourdeaux; Leg. Dir, Rep. Bourdeaux; Leg. Asst, Rep. Bourdeaux; Leg. Corres., Rep. Rouda; Leg. Asst, Rep. Rouda; Staff Asst, Rep. Gomez; Intern, Rep. Gomez; Intern, Rep. Crowley; Intern, Rep. McGovern. | SOLVENTUM CORPORATION | 1 | 2025 |
From their payroll to lobbying
People Bourdeaux'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 Bourdeaux themselves.
RICHARD CARBO ✓
Chief of Staff, last paid Q2 2021 · S-3 GROUP
8 clients
KYLA MILLER
Legislative Correspondent · Staff Assistant, last paid Q3 2022 · CHAMBER OF COMMERCE OF THE U.S.A.
1 client
ARTHUR TRIPP jr
District Director, last paid Q2 2021 · SOUTHERN COMPANY
1 client
See the data
| Lobbyist | On the payroll as | Last paid | Lobbying for | Clients | Years | Confirmed |
|---|---|---|---|---|---|---|
| RICHARD CARBO | Chief of Staff | Q2 2021 | S-3 GROUP | 8 | 2022–2023 | yes |
| KYLA MILLER | Legislative Correspondent · Staff Assistant | Q3 2022 | CHAMBER OF COMMERCE OF THE U.S.A. | 1 | 2025–2026 | no |
| ARTHUR TRIPP jr | District Director | Q2 2021 | SOUTHERN COMPANY | 1 | 2024–2025 | no |
Holdings and trades
$3.0M – $7.7Mnet worth, 2023 report
142trades on their reports
—trades reported after 45 days
—typical time to report a trade
0reports filed on paper
2filing 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
Fidelity Puritan
Mutual Funds · Spouse
$500K+
Fidelity Government Money Market
Bank Deposit · Spouse
$250K+
Fidelity Zero Total Market Index
Mutual Funds · Spouse
$250K+
Fidelity VIP Total Market Index
Mutual Funds · Spouse
$250K+
TIAA-CREF Lifecycle 2030 Fund
Mutual Funds · Self
$250K+
Vanguard Target Retirement Trust Plus 2025
Mutual Funds · Spouse
$250K+
Western Southern SmartSelect Annuity
Annuity · Spouse
$250K+
Fidelity Zero International Index
Mutual Funds · Spouse
$100K+
PIMCO VT Low Duration
Mutual Funds · Spouse
$100K+
TIAA CREF Lifecycle 2035 Fund
Mutual Funds · Self
$100K+
Vanguard Target Retirement Trust Plus 2030
Mutual Funds · Spouse
$100K+
Experian Plc Ordinary Shares
Corporate Securities · Spouse
$50K+
Their 25 largest holdings, as a table
| Asset | Kind | Owner | Value | Income |
|---|---|---|---|---|
| Fidelity Puritan | Mutual Funds | Spouse | $500K – $1.0M | Tax-Deferred: — |
| Fidelity Government Money Market | Bank Deposit | Spouse | $250K – $500K | Dividends: $1 – $200 |
| Fidelity Zero Total Market Index | Mutual Funds | Spouse | $250K – $500K | Capital Gains, Dividends: $5,001 – $15K |
| Fidelity VIP Total Market Index | Mutual Funds | Spouse | $250K – $500K | Tax-Deferred: — |
| TIAA-CREF Lifecycle 2030 Fund | Mutual Funds | Self | $250K – $500K | Tax-Deferred: — |
| Vanguard Target Retirement Trust Plus 2025 | Mutual Funds | Spouse | $250K – $500K | Tax-Deferred: — |
| Western Southern SmartSelect Annuity | Annuity | Spouse | $250K – $500K | Tax-Deferred: — |
| Fidelity Zero International Index | Mutual Funds | Spouse | $100K – $250K | Dividends: $2,501 – $5,000 |
| PIMCO VT Low Duration | Mutual Funds | Spouse | $100K – $250K | Tax-Deferred: — |
| TIAA CREF Lifecycle 2035 Fund | Mutual Funds | Self | $100K – $250K | Tax-Deferred: — |
| Vanguard Target Retirement Trust Plus 2030 | Mutual Funds | Spouse | $100K – $250K | Tax-Deferred: — |
| Experian Plc Ordinary Shares | Corporate Securities | Spouse | $50K – $100K | Dividends: $1,001 – $2,500 |
| Fidelity Growth Company | Mutual Funds | Spouse | $50K – $100K | Capital Gains, Dividends: $2,501 – $5,000 |
| Fidelity MidCap Index | Mutual Funds | Spouse | $50K – $100K | None: — |
| Fidelity Total Market Index Premium Cl | Mutual Funds | Spouse | $50K – $100K | Dividends: $201 – $1,000 |
| Janus Henderson Forty T | Mutual Funds | Spouse | $50K – $100K | Capital Gains: $1 – $200 |
| Moody's Corporation | Corporate Securities | Spouse | $50K – $100K | Dividends: $201 – $1,000 |
| Oakmark Fund Investor Class | Mutual Funds | Spouse | $50K – $100K | Capital Gains, Dividends: $201 – $1,000 |
| Oracle Corporation | Corporate Securities | Spouse | $50K – $100K | Dividends: $201 – $1,000 |
| Fidelity Inter Treasury Bond Index Premium | Mutual Funds | Self | $50K – $100K | Dividends: $1,001 – $2,500 |
| Fidelity Total Market Index Premium Cl | Mutual Funds | Self | $50K – $100K | Capital Gains, Dividends: $1,001 – $2,500 |
| Fidelity VIP International Index | Mutual Funds | Spouse | $50K – $100K | Tax-Deferred: — |
| FID Frdm INX 2025 | Mutual Funds | Spouse | $50K – $100K | Tax-Deferred: — |
| FID Frdm INX 2030 | Mutual Funds | Spouse | $50K – $100K | Tax-Deferred: — |
| Aggressive Asset Allocation | Education Savings Plans | Spouse | $50K – $100K | 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
Fidelity Puritan
2021–2022 · $726K – $2.0M
27 trades
Fidelity Intermediate Muni Income
2021–2022 · $506K – $1.4M
20 trades
Fidelity Zero Total Market Index
2021–2022 · $370K – $875K
12 trades
Fidelity Zero International Index Fund
2021–2021 · $64K – $260K
8 trades
PIMCO VT Low Duration
2021–2021 · $325K – $750K
6 trades
Fidelity VIP Total Market Index
2021–2021 · $90K – $300K
6 trades
Fidelity VIP International Index
2021–2021 · $6,006 – $90K
6 trades
Vanguard Target Retirement Trust 2025
2021–2021 · $254K – $560K
5 trades
Fidelity Zero International Index
2022–2022 · $32K – $130K
4 trades
Fidelity Total Market Index Premium Cl
2021–2022 · $18K – $95K
4 trades
All 142 trades
| Date | Asset | Trade | Owner | Amount | Days to report |
|---|---|---|---|---|---|
| 2022-12-29 | Target Maturity Bond Fund 2026 via Peach State Reserves 401(k) | Purchase | Self | $1,001 – $15K | annual |
| 2022-12-29 | Target Maturity Bond Fund 2022 via Peach State Reserves 401(k) | Sale (Full) | Self | $1,001 – $15K | annual |
| 2022-12-29 | Fidelity Zero Total Market Index via Fidelity Brokerage Account 2 | Sale (Partial) | Spouse | $100K – $250K | annual |
| 2022-12-29 | Fidelity MidCap Index via Fidelity Brokerage Account 2 | Purchase | Spouse | $50K – $100K | annual |
| 2022-12-29 | Fidelity Limited Term Muni Income via Fidelity Brokerage Account 2 | Sale (Full) | Spouse | $50K – $100K | annual |
| 2022-12-29 | Fidelity Intermediate Muni Income via Fidelity Brokerage Account 2 | Sale (Partial) | Spouse | $100K – $250K | annual |
| 2022-12-27 | Fidelity Growth Company via Fidelity Brokerage Account 2 | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-12-21 | Janus Henderson Triton T via Fidelity Brokerage Account 2 | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-12-16 | Fidelity Puritan via Fidelity Rollover IRA | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-12-16 | Fidelity Zero Total Market Index via Fidelity Brokerage Account 2 | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-12-16 | Fidelity Zero International Index via Fidelity Brokerage Account 2 | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-11-14 | Fidelity International Index Premium Class via Fidelity Brokerage Account 4 | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-11-14 | Fidelity Inter Treasury Bond Index Premium via Fidelity Brokerage Account 4 | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-11-14 | Fidelity Inflation Protected Bond Index Premium via Fidelity Brokerage Account 4 | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-11-14 | Fidelity Emerging Markets Index Premium via Fidelity Brokerage Account 4 | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-10-14 | Fidelity Puritan via Fidelity Roth IRA | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-10-14 | Fidelity Puritan via Fidelity Rollover IRA | Purchase | Spouse | $50K – $100K | annual |
| 2022-10-14 | Fidelity Puritan via Fidelity Inherited IRA | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-08-11 | Vanguard Target Retirement 2040 via RELX Inc. US Salary Investment Plan (Retirement Plan) | Sale (Full) | Spouse | $15K – $50K | annual |
| 2022-07-01 | Fidelity Puritan via Fidelity Rollover IRA | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-04-01 | Fidelity Puritan via Fidelity Rollover IRA | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-03-28 | Fidelity Total Market Index Premium Cl via Fidelity Brokerage Account 4 | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-03-28 | Fidelity Real Estate Index Premium Cl via Fidelity Brokerage Account 4 | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-03-28 | Fidelity International Index Premium Class via Fidelity Brokerage Account 4 | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-03-28 | Fidelity Inflation Protected Bond Index Premium via Fidelity Brokerage Account 4 | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-02-22 | Fidelity Zero Total Market Index via Fidelity Brokerage Account 2 | Purchase | Spouse | $50K – $100K | annual |
| 2022-02-22 | Fidelity Zero International Index via Fidelity Brokerage Account 2 | Purchase | Spouse | $15K – $50K | annual |
| 2022-02-22 | Fidelity Intermediate Muni Income via Fidelity Brokerage Account 2 | Sale (Partial) | Spouse | $50K – $100K | annual |
| 2022-01-18 | Fidelity Zero Total Market Index via Fidelity Brokerage Account 2 | Purchase | Spouse | $50K – $100K | annual |
| 2022-01-18 | Fidelity Zero International Index via Fidelity Brokerage Account 2 | Purchase | Spouse | $15K – $50K | annual |
| 2022-01-18 | Fidelity Zero International Index via Fidelity Brokerage Account 2 | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-01-18 | Fidelity Total Market Index Premium Cl via Fidelity Brokerage Account 2 | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-01-18 | Fidelity Intermediate Muni Income via Fidelity Brokerage Account 2 | Sale (Partial) | Spouse | $50K – $100K | annual |
| 2022-01-18 | Fidelity Intermediate Muni Income via Fidelity Brokerage Account 2 | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-12-28 | Fidelity Convertible Securities via Fidelity Inherited IRA | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-12-23 | Fidelity Real Estate Index Premium Cl via Fidelity Brokerage Account 4 | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-12-23 | Fidelity International Index Premium Class via Fidelity Brokerage Account 4 | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-12-22 | Fidelity Inflation Protected Bond Index Premium via Fidelity Brokerage Account 4 | Purchase | Self | $1,001 – $15K | annual |
| 2021-12-17 | Fidelity Puritan via Fidelity Rollover IRA | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-12-16 | Fidelity Puritan via Fidelity Rollover IRA | Purchase | Spouse | $100K – $250K | annual |
| 2021-12-16 | Fidelity Freedom Index 2010 via Fidelity Rollover IRA | Sale (Full) | Spouse | $100K – $250K | annual |
| 2021-12-16 | PIMCO VT Low Duration via Fidelity Deferred Annuity | Sale (Partial) | Spouse | $15K – $50K | annual |
| 2021-12-16 | Fidelity VIP Total Market Index via Fidelity Deferred Annuity | Purchase | Spouse | $15K – $50K | annual |
| 2021-12-16 | Fidelity VIP International Index via Fidelity Deferred Annuity | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-12-16 | Fidelity Zero Total Market Index via Fidelity Brokerage Account 2 | Purchase | Spouse | $50K – $100K | annual |
| 2021-12-16 | Fidelity Zero International Index Fund via Fidelity Brokerage Account 2 | Purchase | Spouse | $15K – $50K | annual |
| 2021-12-16 | Fidelity Intermediate Muni Income via Fidelity Brokerage Account 2 | Sale (Partial) | Spouse | $100K – $250K | annual |
| 2021-12-15 | T Rowe Price Health Sciences via Fidelity Brokerage Account 3 | Purchase | Joint | $1,001 – $15K | annual |
| 2021-12-10 | Fidelity International Index Premium Class via Fidelity Brokerage Account 4 | Purchase | Self | $1,001 – $15K | annual |
| 2021-12-03 | Fidelity Zero Total Market Index via Fidelity Brokerage Account 2 | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-12-03 | Fidelity Zero International Index Fund via Fidelity Brokerage Account 2 | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-12-01 | Fidelity Puritan via Fidelity Inherited IRA | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-11-29 | Fidelity Puritan via Fidelity Inherited IRA | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2021-11-23 | Fidelity Puritan via Fidelity Rollover IRA | Purchase | Spouse | $100K – $250K | annual |
| 2021-11-23 | Fidelity Freedom Index 2010 via Fidelity Rollover IRA | Sale (Partial) | Spouse | $100K – $250K | annual |
| 2021-11-23 | PIMCO VT Low Duration via Fidelity Deferred Annuity | Sale (Partial) | Spouse | $15K – $50K | annual |
| 2021-11-23 | Fidelity VIP Total Market Index via Fidelity Deferred Annuity | Purchase | Spouse | $15K – $50K | annual |
| 2021-11-23 | Fidelity VIP International Index via Fidelity Deferred Annuity | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-11-23 | Fidelity Zero Total Market Index via Fidelity Brokerage Account 2 | Purchase | Spouse | $50K – $100K | annual |
| 2021-11-23 | Fidelity Zero International Index Fund via Fidelity Brokerage Account 2 | Purchase | Spouse | $15K – $50K | annual |
| 2021-11-23 | Fidelity Intermediate Muni Income via Fidelity Brokerage Account 2 | Sale (Partial) | Spouse | $50K – $100K | annual |
| 2021-10-29 | Fidelity Intermediate Muni Income via Fidelity Brokerage Account 2 | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-10-26 | FID Frdm INX 2030 via Moody's Profit Participation Plan (Retirement) | Purchase | Spouse | $50K – $100K | annual |
| 2021-10-26 | FID Frdm INX 2025 via Moody's Profit Participation Plan (Retirement) | Sale (Partial) | Spouse | $50K – $100K | annual |
| 2021-10-25 | Fidelity Puritan via Fidelity Rollover IRA | Purchase | Spouse | $100K – $250K | annual |
| 2021-10-25 | Fidelity Limited Term Bond Fund via Fidelity Rollover IRA | Sale (Full) | Spouse | $100K – $250K | annual |
| 2021-10-25 | PIMCO VT Low Duration via Fidelity Deferred Annuity | Sale (Partial) | Spouse | $15K – $50K | annual |
| 2021-10-25 | Fidelity VIP Total Market Index via Fidelity Deferred Annuity | Purchase | Spouse | $15K – $50K | annual |
| 2021-10-25 | Fidelity VIP International Index via Fidelity Deferred Annuity | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-10-25 | Fidelity Zero Total Market Index via Fidelity Brokerage Account 2 | Purchase | Spouse | $50K – $100K | annual |
| 2021-10-25 | Fidelity Zero International Index Fund via Fidelity Brokerage Account 2 | Purchase | Spouse | $15K – $50K | annual |
| 2021-10-25 | Fidelity Zero International Index Fund via Fidelity Brokerage Account 2 | Purchase | Spouse | $15K – $50K | annual |
| 2021-10-25 | Fidelity Total Market Index Premium Cl via Fidelity Brokerage Account 2 | Purchase | Spouse | $15K – $50K | annual |
| 2021-10-25 | Fidelity Puritan via Fidelity Brokerage Account 2 | Sale (Full) | Spouse | $15K – $50K | annual |
| 2021-10-25 | Fidelity Intermediate Muni Income via Fidelity Brokerage Account 2 | Sale (Partial) | Spouse | $100K – $250K | annual |
| 2021-10-25 | Fidelity Intermediate Muni Income via Fidelity Brokerage Account 2 | Purchase | Spouse | $15K – $50K | annual |
| 2021-10-08 | Fidelity Puritan via Fidelity Roth IRA | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-10-08 | Fidelity Puritan via Fidelity Rollover IRA | Purchase | Spouse | $15K – $50K | annual |
| 2021-10-08 | Fidelity Puritan via Fidelity Inherited IRA | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-10-08 | Fidelity Puritan via Fidelity Brokerage Account 2 | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-09-30 | Fidelity Intermediate Muni Income via Fidelity Brokerage Account 2 | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-09-28 | Fidelity Puritan via Fidelity Rollover IRA | Purchase | Spouse | $100K – $250K | annual |
| 2021-09-28 | Fidelity Intermediate Treasury Bond Index Fund via Fidelity Rollover IRA | Sale (Full) | Spouse | $100K – $250K | annual |
| 2021-09-28 | PIMCO VT Low Duration via Fidelity Deferred Annuity | Sale (Partial) | Spouse | $15K – $50K | annual |
| 2021-09-28 | Fidelity VIP Total Market Index via Fidelity Deferred Annuity | Purchase | Spouse | $15K – $50K | annual |
| 2021-09-28 | Fidelity VIP International Index via Fidelity Deferred Annuity | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-09-28 | Fidelity Zero Total Market Index via Fidelity Brokerage Account 2 | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-09-28 | Fidelity Zero International Index Fund via Fidelity Brokerage Account 2 | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-09-28 | Fidelity Puritan via Fidelity Brokerage Account 2 | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-09-28 | Fidelity Intermediate Muni Income via Fidelity Brokerage Account 2 | Sale (Partial) | Spouse | $15K – $50K | annual |
| 2021-09-07 | Fidelity Total Market Index Premium via Fidelity Brokerage Account 4 | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-09-01 | Fidelity Puritan via Fidelity Rollover IRA | Purchase | Spouse | $15K – $50K | annual |
| 2021-09-01 | Fidelity Puritan via Fidelity Inherited IRA | Purchase | Spouse | $15K – $50K | annual |
| 2021-09-01 | Fidelity Zero Total Market Index via Fidelity Brokerage Account 3 | Purchase | Joint | $15K – $50K | annual |
| 2021-09-01 | Fidelity Limited Term Muni Bonds via Fidelity Brokerage Account 3 | Sale (Partial) | Joint | $15K – $50K | annual |
| 2021-08-31 | Metropolitan West Tot Return Bond via Fidelity Rollover IRA | Sale (Full) | Spouse | $15K – $50K | annual |
| 2021-08-31 | Fidelity Puritan via Fidelity Rollover IRA | Purchase | Spouse | $100K – $250K | annual |
| 2021-08-31 | Fidelity GNMA Fund via Fidelity Rollover IRA | Sale (Full) | Spouse | $100K – $250K | annual |
| 2021-08-31 | PIMCO VT Low Duration via Fidelity Deferred Annuity | Sale (Partial) | Spouse | $15K – $50K | annual |
| 2021-08-31 | Fidelity VIP Total Market Index via Fidelity Deferred Annuity | Purchase | Spouse | $15K – $50K | annual |
| 2021-08-31 | Fidelity VIP International Index via Fidelity Deferred Annuity | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-08-31 | Fidelity Zero Total Market Index via Fidelity Brokerage Account 2 | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-08-31 | Fidelity Zero International Index Fund via Fidelity Brokerage Account 2 | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-08-31 | Fidelity Puritan via Fidelity Brokerage Account 2 | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-08-31 | Fidelity Intermediate Muni Income via Fidelity Brokerage Account 2 | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-08-31 | Fidelity Intermediate Muni Income via Fidelity Brokerage Account 2 | Sale (Partial) | Spouse | $15K – $50K | annual |
| 2021-08-02 | Platinum Money Market Savings | Purchase | Spouse | $15K – $50K | annual |
| 2021-07-30 | Fidelity Intermediate Muni Income via Fidelity Brokerage Account 2 | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-07-21 | Vanguard Target Retirement Trust Plus 2030 via RELX Inc. US Salary Investment Plan (Retirement Plan) | Purchase | Spouse | $100K – $250K | annual |
| 2021-07-21 | Vanguard Target Retirement Trust Plus 2025 via RELX Inc. US Salary Investment Plan (Retirement Plan) | Purchase | Spouse | $250K – $500K | annual |
| 2021-07-21 | Vanguard Target Retirement Trust 2025 via RELX Inc. US Salary Investment Plan (Retirement Plan) | Sale (Full) | Spouse | $250K – $500K | annual |
| 2021-07-21 | RELX Vanguard Target Retire 2020 via RELX Inc. US Salary Investment Plan (Retirement Plan) | Sale (Full) | Spouse | $250K – $500K | annual |
| 2021-07-21 | Oakmark Fund Investor Class via Fidelity Roth IRA | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2021-07-21 | Fidelity Puritan via Fidelity Roth IRA | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-07-21 | Fidelity Puritan via Fidelity Roth IRA | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-07-20 | Western Southern SmartSelect Annuity | Purchase | Spouse | $250K – $500K | annual |
| 2021-07-20 | FID Frdm INX 2025 via Moody's Profit Participation Plan (Retirement) | Purchase | Spouse | $100K – $250K | annual |
| 2021-07-20 | Blended Fund Investments Fiam INX TD 2020 via Moody's Profit Participation Plan (Retirement) | Sale (Full) | Spouse | $100K – $250K | annual |
| 2021-07-20 | Baron Small Cap FD via Fidelity Roth IRA | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2021-07-20 | Fidelity Puritan via Fidelity Rollover IRA | Purchase | Spouse | $100K – $250K | annual |
| 2021-07-20 | Fidelity Limited Term Bond Fund via Fidelity Rollover IRA | Sale (Partial) | Spouse | $100K – $250K | annual |
| 2021-07-20 | PIMCO VT Low Duration via Fidelity Deferred Annuity | Purchase | Spouse | $250K – $500K | annual |
| 2021-07-20 | Fidelity VIP Total Market Index via Fidelity Deferred Annuity | Purchase | Spouse | $15K – $50K | annual |
| 2021-07-20 | Fidelity VIP International Index via Fidelity Deferred Annuity | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-07-20 | Fidelity VIP Bond Index via Fidelity Deferred Annuity | Sale (Full) | Spouse | $100K – $250K | annual |
| 2021-07-20 | Fidelity Investor Freedom 2010 via Fidelity Deferred Annuity | Sale (Full) | Spouse | $250K – $500K | annual |
| 2021-07-20 | Fidelity Zero Total Market Index via Fidelity Brokerage Account 2 | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-07-20 | Fidelity Zero International Index Fund via Fidelity Brokerage Account 2 | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-07-20 | Fidelity Puritan via Fidelity Brokerage Account 2 | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-07-20 | Fidelity Limited Term Muni Income via Fidelity Brokerage Account 2 | Sale (Partial) | Spouse | $15K – $50K | annual |
| 2021-07-02 | Fidelity Limited Term Muni Income via Fidelity Brokerage Account 2 | Sale (Partial) | Spouse | $250K – $500K | annual |
| 2021-06-30 | Fidelity Intermediate Muni Income via Fidelity Brokerage Account 2 | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-05-28 | Fidelity Intermediate Muni Income via Fidelity Brokerage Account 2 | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-05-14 | Fidelity Freedom Index 2010 via Fidelity Rollover IRA | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-04-30 | Fidelity Intermediate Muni Income via Fidelity Brokerage Account 2 | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-03-31 | Fidelity Intermediate Muni Income via Fidelity Brokerage Account 2 | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-03-02 | Vanguard Target Retirement Trust 2025 via RELX Inc. US Salary Investment Plan (Retirement Plan) | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-02-26 | Fidelity Intermediate Muni Income via Fidelity Brokerage Account 2 | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-02-22 | Vanguard Target Retirement Trust 2025 via RELX Inc. US Salary Investment Plan (Retirement Plan) | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-02-02 | Vanguard Target Retirement Trust 2025 via RELX Inc. US Salary Investment Plan (Retirement Plan) | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-01-29 | Fidelity Intermediate Muni Income via Fidelity Brokerage Account 2 | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-01-19 | Vanguard Target Retirement Trust 2025 via RELX Inc. US Salary Investment Plan (Retirement Plan) | Purchase | Spouse | $1,001 – $15K | annual |
What their office spends
What Bourdeaux'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): $1,074,384 over the last 4 quarters, 68% 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 |
|---|---|---|---|---|---|---|
| Q1 '23 | $7,627 | $3,534 | $1,558 | $49,478 | $7,412 | $69,609 |
| Q4 '22 | $259,024 | $8,068 | $16,485 | $140,734 | $5,158 | $429,469 |
| Q3 '22 | $219,192 | $6,305 | $16,093 | $542 | $1,501 | $243,634 |
| Q2 '22 | $247,302 | $7,101 | $13,181 | $56,456 | $7,633 | $331,673 |
| Q1 '22 | $216,254 | $4,001 | $15,544 | $250,334 | $57,272 | $543,407 |
| Q4 '21 | $243,945 | $6,405 | $29,278 | $25,442 | $14,163 | $319,232 |
| Q2 '21 | $229,192 | $8,979 | $7,192 | $1,608 | $18,391 | $265,362 |
| Q1 '21 | $198,404 | $4,608 | $8,126 | -$50 | $36,628 | $247,716 |
Financial disclosures
4 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 |
|---|---|---|
| May 3, 2023 | Termination Report for 2023 | 34 |
| Jan 16, 2023 | Extension for 2023 | — |
| Aug 12, 2022 | Annual Report for 2021 | 108 |
| May 7, 2022 | Extension for 2021 | — |