Kathy Castor D
Democratic representative for Florida (FL-14), in the House since Jan 4, 2007.
Among all 439 members
Each dot is a member; Castor 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
$4.9M
2023–24
$1.2M
2021–22
$1.6M
See the data
| Period | Raised | Individuals | PACs | Parties | Own money | Spent | Cash | Outside for | Outside against |
|---|---|---|---|---|---|---|---|---|---|
| 2025–26 | $4,930,537 | $3,078,538 | $1,417,725 | $5,659 | $0 | $4,579,832 | $577,435 | $77,767 | $1,978,253 |
| 2023–24 | $1,166,739 | $509,773 | $640,313 | $0 | $0 | $1,290,979 | $226,730 | $1,041 | $0 |
| 2021–22 | $1,585,897 | $957,694 | $624,615 | $0 | $0 | $1,658,329 | $350,970 | $918 | $0 |
FEC totals through Oct 14, 2026.
Who gives to them
Their itemized individual contributions (over $200 from a donor in an election cycle): from inside Florida versus everywhere else, each period.
- From Florida
- From out of state
2025–26
$1.2M
2023–24
$419K
2021–22
$345K
Where it came from
- Less
- More
- Their state
Their donors' employers
Employers as donors wrote them, 2021 on (retired and not employed donors aside).
AMSCOT FINANCIAL
$24K
USF
$21K
ARNOLD VENTURES
$14K
TRB DEVELOPMENT
$13K
TUCKER HALL INC
$12K
BGR GROUP
$11K
MASSIE PARTNERS
$10K
TAMPA BAY LIGHTNING
$9,900
OGILVY GOVERNMENT RELATIONS
$9,300
AMSCOT
$9,300
GALVANIZE CLIMATE SOLUTIONS
$9,100
TAMPA STEEL ERECTING COMPANY
$9,000
The largest donors, and the numbers
| Period | Itemized | Contributions | From FL | Retired donors |
|---|---|---|---|---|
| 2025–26 | $1,249,187 | 2,089 | 53% | 11% |
| 2023–24 | $418,660 | 1,374 | 77% | 6% |
| 2021–22 | $344,696 | 764 | 85% | 3% |
| Donor | Where | Employer, occupation | Total |
|---|---|---|---|
| TAYLOR, LORNA | SAINT PETERSBURG, FL | PREMIER EYE CARE, PRESIDENT | $17,000 |
| MACKECHNIE, IAN | TAMPA, FL | AMSCOT FINANCIAL INC., EXECUTIVE | $14,700 |
| SNELL, RAND R | ST PETERSBURG, FL | SELF-EMPLOYED, COMPOSER | $13,900 |
| NATHANSON, MELANIE | ARLINGTON, VA | RED+BLUE STRATEGIES, LOBBYIST | $13,500 |
| BUCHEGER, RAYMOND | WASHINGTON, DC | LINDSAY HART, GOVERNMENT AFFAIRS CONSULTANT | $13,200 |
| ARMSTRONG, ROSEMARY E. | TAMPA, FL | SELF, ATTORNEY | $11,500 |
| MACKECHNIE, IAN ANDREW | TAMPA, FL | AMSCOT FINANCIAL, PRESIDENT | $11,400 |
| SCHMIDT, LORIE | ALEXANDRIA, VA | MASSIE PARTNERS, CONSULTANT | $10,300 |
| BURGESS, TREVOR R. | ST PETERSBURG, FL | TRB DEVELOPMENT, REAL ESTATE DEVELOPMENT | $9,500 |
| MACKECHNIE, JEAN | TAMPA, FL | AMSCOT, ACCOUNTS PAYABLE MANAGER | $9,300 |
| TAYLOR, GORDON | WASHINGTON, DC | OGILVY GOVERNMENT RELATIONS, LOBBYIST | $9,300 |
| ARNOLD, JOHN | HOUSTON, TX | ARNOLD VENTURES, CO-FOUNDER | $7,000 |
| ARNOLD, LAURA | HOUSTON, TX | ARNOLD VENTURES, CO-FOUNDER | $7,000 |
| BADAWI, SAM | TAMPA, FL | BADAWI LAW, ATTORNEY | $7,000 |
| BALDWIN, MS BRYAN L | BRANDON, FL | MERALEX FARM, EXECUTIVE | $7,000 |
| BEKENSTEIN, ANITA | GORHAM, ME | NOT EMPLOYED, RETIRED | $7,000 |
| BEKENSTEIN, JOSH | GORHAM, ME | NOT EMPLOYED, RETIRED | $7,000 |
| BOUCHER, ROSS | SAN FRANCISCO, CA | NOT EMPLOYED, NOT EMPLOYED | $7,000 |
| BRIAN, WEI | NEWTOWN SQUARE, PA | NOT EMPLOYED, NOT EMPLOYED | $7,000 |
| BYERS, BROOK | MENLO PARK, CA | KLEINER PERKINS CAUFIELD & BYERS, VENTURE CAPITALIST | $7,000 |
| CASTOR, BETTY | TAMPA, FL | NOT EMPLOYED, NOT EMPLOYED | $7,000 |
| DEROSA, FRANK | SAN FRANCISCO, CA | DEROSA ADVISORS, RENEWABLE ENERGY | $7,000 |
| EUGENIS, CHRISTY | BEND, OR | NEW VILLAGES GROUP, LTD, VICE PRESIDENT | $7,000 |
| GATES, RORY | WASHINGTON, DC | U.S. SENATE, ANALYST | $7,000 |
| GLEBERMAN, JOSEPH | NEW YORK, NY | THE PRITZKER ORGANIZATION, INVESTMENT MANAGER | $7,000 |
Their biggest PAC and party givers
$28K
COX ENTERPRISES PAC (COXPAC) INC.
$26K
NCTA - THE INTERNET & TELEVISION ASSOCIATION POLITICAL ACTION COMMITTEE (NCTAPAC)
$25K
All 25
| Committee | Connected organization | Total | Gifts |
|---|---|---|---|
| NATIONAL ASSOCIATION OF BROADCASTERS POLITICAL ACTION COMMITTEE (NABPAC) | NATIONAL ASSOCIATION OF BROADCASTERS | $30,500 | 9 |
| MACHINISTS NON PARTISAN POLITICAL LEAGUE OF THE INTERNATIONAL ASSOCIATION OF MACHINISTS & AEROSPACE WORKERS | INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS | $30,000 | 6 |
| INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS POLITICAL ACTION COMMITTEE | INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS | $30,000 | 6 |
| CHARTER COMMUNICATIONS INC. POLITICAL ACTION COMMITTEE | CHARTER COMMUNICATIONS INC. | $30,000 | 12 |
| NEW YORK LIFE INSURANCE COMPANY POLITICAL ACTION COMMITTEE | NEW YORK LIFE INSURANCE COMPANY | $27,500 | 6 |
| AFLAC POLITICAL ACTION COMMITTEE (AFLAC PAC) | AFLAC | $27,500 | 10 |
| COX ENTERPRISES PAC (COXPAC) INC. | $26,000 | 11 | |
| NCTA - THE INTERNET & TELEVISION ASSOCIATION POLITICAL ACTION COMMITTEE (NCTAPAC) | $25,000 | 8 | |
| NATIONAL EMERGENCY MEDICINE POLITICAL ACTION COMMITTEE / AMERICAN COLLEGE OF EMERGENCY PHYSICIANS | AMERICAN COLLEGE OF EMERGENCY PHYSICIANS | $25,000 | 14 |
| NATIONAL ASSOCIATION OF REALTORS POLITICAL ACTION COMMITTEE | NATIONAL ASSOCIATION OF REALTORS | $25,000 | 12 |
| GUIDEWELL MUTUAL HOLDING CORPORATION POLITICAL ACTION COMMITTEE (GUIDEWELL PAC) | GUIDEWELL MUTUAL HOLDING CORPORATION | $25,000 | 8 |
| BALL CORPORATION POLITICAL ACTION COMMITTEE | BALL CORPORATION | $25,000 | 5 |
| AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES P E O P L E | DISTRICT COUNCIL 37, AFSCME PUBLIC EMPLOYEES ORGANIZED FOR POL & LEG EQUALITY | $25,000 | 10 |
| AMERICAN ASSOCIATION FOR JUSTICE POLITICAL ACTION COMMITTEE (AAJ PAC) | AMERICAN ASSOCIATION FOR JUSTICE (AAJ) | $25,000 | 10 |
| COMCAST CORPORATION & NBCUNIVERSAL POLITICAL ACTION COMMITTEE - FEDERAL | COMCAST CORPORATION | $24,500 | 9 |
| SEIU COPE (SERVICE EMPLOYEES INTERNATIONAL UNION COMMITTEE ON POLITICAL EDUCATION) | SERVICE EMPLOYEES INTERNATIONAL UNION | $22,500 | 5 |
| AMERICAN HOSPITAL ASSOCIATION PAC | AMERICAN HOSPITAL ASSOCIATION | $22,500 | 11 |
| PUBLIX SUPER MARKETS, INC. ASSOCIATES POLITICAL ACTION COMMITTEE | PUBLIX SUPER MARKETS, INC. | $20,500 | 9 |
| POLITICAL ACTION COMMITTEE OF THE AMERICAN ASSOCIATION OF ORTHOPAEDIC SURGEONS--PAC OF AAOS | AMERICAN ASSOCIATION OF ORTHOPAEDIC SURGEONS | $20,500 | 11 |
| PRICEWATERHOUSECOOPERS POLITICAL ACTION COMMITTEE I | NONE | $20,000 | 7 |
| IHEARTMEDIA INC. PAC | IHEARTMEDIA INC. | $20,000 | 4 |
| AMERICAN COLLEGE OF OB-GYNS PAC (OB-GYN PAC) | THE AMERICAN COLLEGE OF OB-GYNS | $20,000 | 12 |
| NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION PAC | NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION | $19,500 | 8 |
| AMERICAN DENTAL ASSOCIATION POLITICAL ACTION COMMITTEE | INDIANA DENTAL PAC | $19,500 | 9 |
| THE MOSAIC COMPANY POLITICAL ACTION COMMITTEE (MOSAICPAC) | THE MOSAIC COMPANY | $19,400 | 11 |
Outside spending for and against them
- Against them
- For them
All of it
$2.1M
Who spent it
CLF
$1.4M
CLUB FOR GROWTH ACTION
$456K
FREEDOM CAUCUS FUND
$92K
PROGRESSIVE TURNOUT PROJECT
$78K
FLORIDA FREEDOM PAC
$1,279
ENVIRONMENT AMERICA ACTION FUND
$389
GIVEGREEN UNITED ACTION
$193
1199 SEIU NEW YORK STATE POLITICAL ACTION FUND
$145
UNITED FOR PROGRESS PAC
$108
SIERRA CLUB INDEPENDENT ACTION
$30
PLANNED PARENTHOOD VOTES
$8
See the data
| Spender | For or against | Total | Reports |
|---|---|---|---|
| CLF | against | $1,430,344 | 3 |
| CLUB FOR GROWTH ACTION | against | $455,983 | 8 |
| FREEDOM CAUCUS FUND | against | $91,926 | 1 |
| PROGRESSIVE TURNOUT PROJECT | for | $77,574 | 2 |
| FLORIDA FREEDOM PAC | for | $1,279 | 6 |
| ENVIRONMENT AMERICA ACTION FUND | for | $389 | 3 |
| GIVEGREEN UNITED ACTION | for | $193 | 8 |
| 1199 SEIU NEW YORK STATE POLITICAL ACTION FUND | for | $145 | 1 |
| UNITED FOR PROGRESS PAC | for | $108 | 1 |
| SIERRA CLUB INDEPENDENT ACTION | for | $30 | 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).
$35K
All 25
| Registrant | Total | Items | First | Latest |
|---|---|---|---|---|
| NATIONAL ASSOCIATION OF BROADCASTERS | $50,000 | 17 | Mar 17, 2021 | Mar 25, 2026 |
| IHEARTMEDIA, INC. | $40,000 | 15 | Jun 8, 2021 | Jun 26, 2026 |
| BALL CORPORATION | $35,000 | 7 | Jul 11, 2022 | Apr 16, 2026 |
| THE MOSAIC COMPANY | $32,400 | 14 | Feb 24, 2021 | Feb 11, 2026 |
| AMERICAN ISRAEL PUBLIC AFFAIRS COMMITTEE | $32,100 | 8 | Apr 14, 2022 | Aug 25, 2025 |
| UNITED ASSN OF JOURNEYMEN & APPRENTICES OF THE PLUMBING & PIPEFITTING INDUSTRY | $30,000 | 6 | Dec 6, 2021 | Jun 4, 2026 |
| COX ENTERPRISES INC. | $27,500 | 12 | Jul 22, 2021 | Jan 12, 2026 |
| AMERICAN ASSOCIATION FOR JUSTICE | $27,500 | 11 | Mar 31, 2021 | May 12, 2026 |
| AMERICAN HOSPITAL ASSOCIATION | $26,500 | 13 | Sep 29, 2021 | Feb 23, 2026 |
| NATIONAL ASSOCIATION OF REALTORS | $25,000 | 13 | Aug 26, 2021 | May 6, 2026 |
| K&L GATES, LLP | $25,000 | 25 | May 27, 2021 | Jul 26, 2023 |
| AMERICAN FEDERATION OF STATE, COUNTY AND MUNICIPAL EMPLOYEES | $25,000 | 10 | Mar 26, 2021 | Mar 20, 2026 |
| HOLLAND & KNIGHT LLP | $23,400 | 24 | Jan 29, 2022 | Jun 29, 2026 |
| AMERICAN OPTOMETRIC ASSOCIATION | $23,000 | 13 | Dec 16, 2021 | Jun 23, 2026 |
| SERVICE EMPLOYEES INTERNATIONAL UNION CTW-CLC | $22,500 | 5 | Aug 24, 2021 | Jul 10, 2025 |
| NEW YORK LIFE INSURANCE COMPANY | $22,500 | 5 | Jun 16, 2021 | Feb 5, 2025 |
| LIBERTY MUTUAL GROUP | $22,500 | 8 | Dec 10, 2021 | Jun 25, 2026 |
| COMCAST CORPORATION | $22,000 | 10 | Dec 30, 2021 | Mar 7, 2026 |
| PUBLIX SUPER MARKETS, INC. | $20,500 | 9 | Jul 15, 2021 | May 28, 2025 |
| INTERNATIONAL ASSOCIATION OF SHEET METAL, AIR, RAIL & TRANSPORTATION WORKERS | $20,000 | 4 | Nov 24, 2023 | Oct 30, 2024 |
| INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS | $20,000 | 4 | Nov 22, 2021 | May 8, 2025 |
| FOLEY & LARDNER LLP | $19,000 | 15 | Feb 15, 2022 | Aug 6, 2024 |
| RED+BLUE STRATEGIES | $18,500 | 9 | Jun 26, 2021 | Feb 22, 2026 |
| AT&T SERVICES, INC. AND ITS AFFILIATES | $18,000 | 14 | Apr 30, 2021 | Apr 30, 2026 |
| OGR | $17,800 | 10 | Feb 28, 2021 | Jun 30, 2026 |
Earmarks they asked for
Congressionally directed spending enacted at their request, alone or with others: 52 earmarks, $70.9M. 28 went to an organization whose employees gave to Castor's campaigns ($36.6M).
- To an organization whose employees gave to them
- To one whose lobbying firm's lobbyists gave to them
- Other earmarks
FY 2026
$17.6M
FY 2024
$15.5M
FY 2023
$27.7M
FY 2022
$10.1M
Against chance: set beside the earmarks other members of their state's delegation asked for on their own, in the same year and account, 26 of the 50 of theirs went to their donors' employers; chance gives about 5: more than chance gives, once every member is tested.
The largest
Hillsborough County Public Schools
4 earmarks · Department of Housing and Urban Development
$5.2M
University of South Florida
3 earmarks · Department of Housing and Urban Development · its employees gave $9,100
$5.0M
HART Bus Stops Improvements Project Hillsborough Transit Authority
Department of Transportation
$5.0M
Robles Park Smart HUB Facility Housing Authority of the City of Tampa
Department of Housing and Urban Development · its employees gave $350
$4.0M
Housing Authority of the City of St. Petersburg
Department of Housing and Urban Development · its employees gave $500
$3.1M
The Skills Center Collaborative Skills Center, Inc
Department of Housing and Urban Development
$3.0M
H. Lee Moffitt Cancer Center and Research Institute, Inc.
2 earmarks · Department of Health and Human Services
$3.0M
Bermuda Boulevard Seawall Improvements City of Tampa
Department of Homeland Security · its employees gave $25
$3.0M
City of St. Petersburg
2 earmarks · FEMA · its employees gave $500
$2.3M
Renewable Energy for Cold Storage Facility Feeding America Tampa Bay Incorporated
Department of Energy
$2.3M
All 52
| Year | Recipient | Amount | Asked with | Its employees gave them | Its lobbying firm gave them |
|---|---|---|---|---|---|
| FY 2026 | Housing Authority of the City of St. Petersburg Ed White Senior Housing Redevelopment Department of Housing and Urban Development · Community Development Fund · FL | $3,150,000 | $500, 1 donor | ||
| FY 2026 | University of South Florida Veterans, Military Families, and First Responder Services Complex Department of Housing and Urban Development · Community Development Fund · FL | $3,000,000 | Lee | $9,100, 16 donors | |
| FY 2026 | Hillsborough County Public Schools HCPS Family Community Center Expansion and Equipment Department of Housing and Urban Development · Community Development Fund · FL | $2,000,000 | |||
| FY 2026 | Tampa Housing Authority Robles Park Village Critical Infrastructure Upgrades Department of Housing and Urban Development · Community Development Fund · FL | $1,200,000 | |||
| FY 2026 | City of St. Petersburg MLK Street South Flooding Alleviation FEMA · Federal Assistance-PDM · FL | $1,145,144 | $500, 1 donor | ||
| FY 2026 | City of St. Petersburg 88th Avenue North Storm Drainage Improvements FEMA · Federal Assistance-PDM · FL | $1,145,144 | $500, 1 donor | ||
| FY 2026 | Hillsborough County for Ruskin Septicto-Sewer Project, Phase 1 Environmental Protection Agency · STAG—Clean Water State Revolving Fund · FL | $1,092,000 | $3,500, 7 donors | ||
| FY 2026 | Tampa Harbor Tampa Harbor, FL Army Corps of Engineers (Civil) · Investigations · FL | $1,000,000 | |||
| FY 2026 | St. Petersburg College (grants accepted under ‘‘Board of Trustees of St. Petersburg College’’) SMART Tech Industry 4.0 Lab Department of Housing and Urban Development · Community Development Fund · FL | $850,000 | $250, 1 donor | ||
| FY 2026 | San Martin Boulevard Bridge Replacement Department of Transportation · Highway Infrastructure Programs · FL | $850,000 | |||
| FY 2026 | Pinellas Suncoast Transit Authority Ferry Dock at the St. Pete Pier Department of Transportation · Transit Infrastructure Grants · FL | $850,000 | VAN SCOYOC ASSOCIATES ($4,500) | ||
| FY 2026 | Adonai’s Second Chances, Inc. Project I Can DOJ · OJP—Byrne · FL | $575,000 | |||
| FY 2026 | Hillsborough Community College Hillsborough Community College Training Center Facility Department of Housing and Urban Development · Community Development Fund · FL | $250,000 | ALCALDE & FAY ($1,500) | ||
| FY 2026 | Hillsborough County Public Schools Chamberlain High School Technical Training Center Development and Construction Department of Housing and Urban Development · Community Development Fund · FL | $250,000 | |||
| FY 2026 | West River Walk Expansion Department of Transportation · Highway Infrastructure Programs · FL | $250,000 | |||
| FY 2024 | Robles Park Smart HUB Facility Housing Authority of the City of Tampa Department of Housing and Urban Development · Community Development Fund · FL | $4,000,000 | $350, 2 donors | HOLLAND & KNIGHT LLP ($1,850) | |
| FY 2024 | Enoch Davis Center Planning and Construction City of St. Petersburg Department of Housing and Urban Development · Community Development Fund · FL | $1,500,000 | $500, 1 donor | ||
| FY 2024 | St. Petersburg Storm Drainage Improvement City of St. Petersburg Department of Homeland Security · Federal Assistance—PDM · FL | $1,383,069 | $500, 1 donor | ||
| FY 2024 | Electric Bus Charging Infrastructure Pinellas Suncoast Transit Authority Department of Transportation · Transit Infrastructure Grants · FL | $1,116,279 | VAN SCOYOC ASSOCIATES ($6,000) | ||
| FY 2024 | Building Tampa's Tomorrow: Workforce Development Initiative Hillsborough County Public Schools Department of Housing and Urban Development · Community Development Fund · FL | $1,000,000 | SHUMAKER ADVISORS FLORIDA, LLC ($2,000) | ||
| FY 2024 | Coastal Resilience Data Visualization Center University of South Florida Department of Commerce · NOAA–CZM (Coastal Zone Management) · FL | $963,000 | $4,850, 12 donors | ||
| FY 2024 | Electric Vehicle Public Safety Fleet City of Tampa Department of Justice · OJP–Byrne · FL | $963,000 | $350, 2 donors | HOLLAND & KNIGHT LLP ($1,850) | |
| FY 2024 | Human Trafficking Data Project University of South Florida Department of Justice · OJP–Byrne · FL | $963,000 | $4,850, 12 donors | ||
| FY 2024 | City of Tampa for Manhattan Avenue Flood Mitigation and Stormwater Project Environmental Protection Agency · State and Tribal Assistance Grants—Clean Water State Revolving Fund · FL | $959,752 | $350, 2 donors | HOLLAND & KNIGHT LLP ($1,850) | |
| FY 2024 | Hillsborough County for Town ’N Country Rocky Creek Septic-to-Sewer Phase 2 Project Environmental Protection Agency · State and Tribal Assistance Grants—Clean Water State Revolving Fund · FL | $959,752 | $1,500, 4 donors | SQUIRE PATTON BOGGS ($2,000) | |
| FY 2024 | Sankofa Affordable Housing Development City of St. Petersburg Department of Housing and Urban Development · Community Development Fund · FL | $850,000 | $500, 1 donor | ||
| FY 2024 | Veterans Resource Center Hillsborough County Department of Housing and Urban Development · Community Development Fund · FL | $750,000 | Lee | $1,500, 4 donors | SQUIRE PATTON BOGGS ($2,000) |
| FY 2024 | Technology and Infrastructure Improvements Pinellas County Urban League, Inc Department of Housing and Urban Development · Community Development Fund · FL | $81,330 | $250, 1 donor | ||
| FY 2023 | HART Bus Stops Improvements Project Hillsborough Transit Authority Department of Transportation · Transit Infrastructure Grants · FL | $5,000,000 | |||
| FY 2023 | The Skills Center Collaborative Skills Center, Inc Department of Housing and Urban Development · Community Development Fund · FL | $3,000,000 | |||
| FY 2023 | Bermuda Boulevard Seawall Improvements City of Tampa Department of Homeland Security · Federal Assistance - PDM · FL | $2,965,800 | $25, 1 donor | HOLLAND & KNIGHT LLP ($1,850) | |
| FY 2023 | Renewable Energy for Cold Storage Facility Feeding America Tampa Bay Incorporated Department of Energy · Energy Projects · FL | $2,258,992 | SHUMAKER ADVISORS FLORIDA, LLC ($2,500) | ||
| FY 2023 | Water Facilities Hydroelectric and Solar Project City of Tampa Water Facilities Hydroelectric and Solar Project City of Tampa, FL Department of Energy · Energy Projects · FL | $2,000,000 | $25, 1 donor | HOLLAND & KNIGHT LLP ($1,850) | |
| FY 2023 | Hillsborough County Public Schools Hillsborough County Public Schools, Tampa, FL for arts education Department of Education · Elementary and Secondary Education · FL | $1,986,353 | SHUMAKER ADVISORS FLORIDA, LLC ($2,500) | ||
| FY 2023 | Hillsborough County for a Septic to Sewer Project Environmental Protection Agency · State and Tribal Assistance Grants - Clean Water State Revolving Fund · FL | $1,920,000 | $1,000, 2 donors | SQUIRE PATTON BOGGS ($2,000) | |
| FY 2023 | Corporation to Develop Communities of Tampa, Inc. Corporation to Develop Communities of Tampa, Inc., Tampa, FL for a pre-apprenticeship program, apprenticeship program, and job training services Department of Labor · Employment and Training Administration · FL | $1,862,625 | |||
| FY 2023 | The Centre for Women, Inc. The Centre for Women, Inc., Tampa, FL for mental health and related services, including minor facility repairs and improvements Department of Health and Human Services · Substance Use and Mental Health Services Administration · FL | $1,205,394 | |||
| FY 2023 | Hillsborough County Public Schools Hillsborough County Public Schools, Tampa, FL for career and technical education in construction and medical training, including equipment Department of Education · Elementary and Secondary Education · FL | $1,000,000 | SHUMAKER ADVISORS FLORIDA, LLC ($2,500) | ||
| FY 2023 | H. Lee Moffitt Cancer Center and Research Institute, Inc. H. Lee Moffitt Cancer Center and Research Institute, Inc., Tampa, FL for facilities and equipment Department of Health and Human Services · Health Resources and Services Administration · FL | $1,000,000 | H. LEE MOFFITT CANCER CENTER & RESEARCH INSTITUTE ($500) | ||
| FY 2023 | Lions Eye Institute for Transplant and Research Foundation Lions Eye Institute for Transplant and Research Foundation, Tampa, FL for facilities and equipment Department of Health and Human Services · Health Resources and Services Administration · FL | $1,000,000 | |||
| FY 2023 | University of South Florida University of South Florida, Tampa, FL for facilities and equipment Department of Health and Human Services · Health Resources and Services Administration · FL | $1,000,000 | $3,600, 10 donors | ||
| FY 2023 | Hillsborough County African American Arts and Cultural Center Hillsborough County Department of Housing and Urban Development · Community Development Fund · FL | $1,000,000 | $1,000, 2 donors | SQUIRE PATTON BOGGS ($2,000) | |
| FY 2023 | LatinTech Accelerator Tampa Bay Wave, Inc. LatinTech Accelerator Tampa Bay Wave, Inc., Tampa, FL Small Business Administration · Salaries and Expenses · FL | $500,000 | |||
| FY 2022 | Cultural Campus Warehouse Renovation and Site Work University Area Community Development Corporation, Inc Department of Housing and Urban Development · Community Development Fund · FL | $2,125,804 | |||
| FY 2022 | H. Lee Moffitt Cancer Center and Research Institute, Inc. H. Lee Moffitt Cancer Center and Research Institute, Inc., Tampa, FL for purchase of equipment Department of Health and Human Services · Health Resources and Services Administration (HRSA) · FL | $2,000,000 | H. LEE MOFFITT CANCER CENTER & RESEARCH INSTITUTE ($500) | ||
| FY 2022 | Mental Health Care, Inc. Mental Health Care, Inc., Tampa, FL for facilities and equipment for the Mariposa Women's Neuropsychiatric Hospital Department of Health and Human Services · Health Resources and Services Administration (HRSA) · FL | $2,000,000 | |||
| FY 2022 | University of South Florida University of South Florida, Tampa, FL for STEM teacher preparation Department of Education · Elementary & Secondary Education · FL | $1,000,000 | $3,600, 10 donors | ||
| FY 2022 | Fair Oaks Senior Center Redevelopment City of Tampa Department of Housing and Urban Development · Community Development Fund · FL | $1,000,000 | $25, 1 donor | HOLLAND & KNIGHT LLP ($1,850) | |
| FY 2022 | Hillsborough County for Septic-to-Sewer project Hillsborough County for Septic-to-Sewer project Environmental Protection Agency · State and Tribal Assistance Grants - Clean Water SRF · FL | $800,000 | $1,000, 2 donors | SQUIRE PATTON BOGGS ($1,000) | |
| FY 2022 | Connectivity for Prosperity Housing Authority of the City of Tampa Department of Housing and Urban Development · Community Development Fund · FL | $520,000 | $25, 1 donor | HOLLAND & KNIGHT LLP ($1,850) | |
| FY 2022 | COPS Technology Enhancement City of Tampa Department of Justice · COPS Tech · FL | $382,000 | $25, 1 donor | HOLLAND & KNIGHT LLP ($1,850) | |
| FY 2022 | Urban League of Hillsborough County, Inc. Urban League of Hillsborough County, Inc., Tampa, FL for preapprenticeships and paid internship programs, including supportive services Department of Labor · Employment and Training Administration (ETA) · FL | $300,000 | $1,000, 2 donors | SQUIRE PATTON BOGGS ($1,000) |
Fiscal years 2022–24 from GAO's Tracking the Funds data; 2026 from the House Appropriations Committee's tables (Homeland Security's read by machine from a scan). 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
Their last 150 roll calls in the 119th Congress, oldest to newest.
- Yea
- Nay
- Not voting
- Against their party
May 13, 2026Sep 16, 2026
On the most-lobbied bills
How many clients' lobbying reports named each bill; the bar's color is their vote on its deciding roll call.
H.R. 1
An act to provide for reconciliation pursuant to title II of H. Con. R…
3,420 clients
H.R. 5376
Inflation Reduction Act of 2022
3,169 clients
H.R. 1319
American Rescue Plan Act of 2021
2,160 clients
H.R. 3684
Infrastructure Investment and Jobs Act
2,036 clients
H.R. 2617
Consolidated Appropriations Act, 2023
1,900 clients
H.R. 2471
Consolidated Appropriations Act, 2022
1,154 clients
H.R. 8800
National Defense Authorization Act for Fiscal Year 2027
966 clients
H.R. 2670
National Defense Authorization Act for Fiscal Year 2024
959 clients
H.R. 7900
National Defense Authorization Act for Fiscal Year 2023
899 clients
H.R. 4521
United States Innovation and Competition Act of 2021
875 clients
H.R. 4350
National Defense Authorization Act for Fiscal Year 2022
856 clients
H.R. 1968
Full-Year Continuing Appropriations and Extensions Act, 2025
812 clients
H.R. 8070
Servicemember Quality of Life Improvement and National Defense Authori…
797 clients
H.R. 3838
Streamlining Procurement for Effective Execution and Delivery and Nati…
744 clients
H.R. 4366
Consolidated Appropriations Act, 2024
728 clients
Every vote
| Date | Question | Measure | Vote | Result |
|---|---|---|---|---|
| Sep 16, 2026 | On Motion to Suspend the Rules and Pass | S. 2403 Retire through Ownership Act | not voting | Passed |
| Sep 16, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 9497 Water Resources Development Act | yea | Passed |
| Sep 16, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 9340 Ratepayer Protection Act | yea | Passed |
| Sep 16, 2026 | On Passage | H.J.Res. 213 Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule issued by the Environmental Protection A | nay | Passed |
| Sep 16, 2026 | On Passage | H.R. 10326 PROOF Act | nay | Passed |
| Sep 16, 2026 | On Passage | H.R. 9576 National Fraud Enforcement Division Act | yea | Passed |
| Sep 16, 2026 | On Motion to Concur in the Senate Amendments | H.R. 5334 An Act to amend the Internal Revenue Code of 1986 to allow early childhood educators to take the educator expense deduction, and for other p | yeaagainst party | Passed |
| Sep 15, 2026 | On Agreeing to the Resolution | H.Con.Res. 93 Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with I | yea | Passed |
| Sep 15, 2026 | On Passage | H.J.Res. 210 Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Environmental Protectio | nay | Passed |
| Sep 15, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 9500 Tax Relief for Fraud Victims Act | yea | Passed |
| Sep 15, 2026 | On Motion to Suspend the Rules and Pass | H.R. 2140 Diesel Emissions Reduction Act | yea | Passed |
| Sep 15, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 4646 Whistleblower Protection Act | yea | Passed |
| Sep 15, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 8278 Fostering the Use of Technology to Uphold Regulatory Effectiveness in Supervision Act | yea | Passed |
| Sep 15, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 2978 GUARD Act | yea | Passed |
| Sep 15, 2026 | On Agreeing to the Resolution | H.Res. 1530 Providing for consideration of the bills H.R. 9576 and H.R. 10326, providing for consideration of the joint resolutions H.J. Res. 210 and H. | nay | Passed |
| Sep 15, 2026 | On Ordering the Previous Question | H.Res. 1530 Providing for consideration of the bills H.R. 9576 and H.R. 10326, providing for consideration of the joint resolutions H.J. Res. 210 and H. | nay | Passed |
| Sep 15, 2026 | On Motion to Table | H.Res. 1486 Impeaching Donald John Trump, President of the United States, for high crimes and misdemeanors | yeaagainst party | Passed |
| Sep 14, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 3276 Local Communities & Bird Habitat Stewardship Act | yea | Passed |
| Sep 14, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 4219 National Wildlife Refuge System Invasive Species Strike Team Act | yea | Passed |
| Sep 3, 2026 | On Passage | H.R. 4795 Protect Economic and Academic Freedom Act | yeaagainst party | Passed |
| Sep 2, 2026 | On Passage | H.R. 1501 Protecting Domestic Mining Act | nay | Passed |
| Sep 2, 2026 | On Motion to Suspend the Rules and Pass | H.J.Res. 1 Proposing an amendment to the Constitution of the United States to require that the Supreme Court of the United States be composed of nine j | nay | Failed |
| Sep 1, 2026 | On Agreeing to the Resolution | H.Res. 1498 In the matter of allegations relating to Representative Chuck Edwards | yea | Passed |
| Sep 1, 2026 | On Passage | H.R. 9436 To amend the Consolidated Appropriations Act, 2023 to extend the time period for which certain regulations concerning the North Atlantic rig | nay | Passed |
| Sep 1, 2026 | On Motion to Recommit | H.R. 9436 To amend the Consolidated Appropriations Act, 2023 to extend the time period for which certain regulations concerning the North Atlantic rig | yea | Failed |
| Sep 1, 2026 | On Agreeing to the Resolution | H.Res. 1490 Providing for the condemnation and denouncement of socialism in all its forms, and for other purposes | yeaagainst party | Passed |
| Sep 1, 2026 | On Agreeing to the Resolution | H.Res. 1499 Providing for consideration of the bills (H.R. 1501, H.R. 9436, and H.R. 4795); providing for consideration of the resolution (H. Res. 1490) | nay | Passed |
| Sep 1, 2026 | On Ordering the Previous Question | H.Res. 1499 Providing for consideration of the bills (H.R. 1501, H.R. 9436, and H.R. 4795); providing for consideration of the resolution (H. Res. 1490) | nay | Passed |
| Sep 1, 2026 | On Motion to Suspend the Rules and Concur in the Senate Amendments | H.R. 6500 AGOA Extension Act | yea | Passed |
| Aug 31, 2026 | On Motion to Suspend the Rules and Pass | S. 32 Local Access to Courts Act | yea | Passed |
| Aug 31, 2026 | On Motion to Suspend the Rules and Pass | S. 307 Prison Staff Safety Enhancement Act | yea | Passed |
| Jul 23, 2026 | On Passage | H.R. 8884 Removing Barriers to Work for Disabled Americans Act | nay | Passed |
| Jul 23, 2026 | On Agreeing to the Resolution | H.Con.Res. 89 Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with I | yea | Passed |
| Jul 22, 2026 | On Agreeing to the Resolution | H.Con.Res. 113 Establishing the congressional budget for the United States Government for fiscal year 2027 and setting forth the appropriate budgetary leve | nay | Passed |
| Jul 22, 2026 | On Passage | H.R. 7008 Stop Insider Trading Act | yeaagainst party | Passed |
| Jul 22, 2026 | On Motion to Recommit | H.R. 7008 Stop Insider Trading Act | yea | Failed |
| Jul 22, 2026 | On Passage | H.R. 8800 National Defense Authorization Act for Fiscal Year 2027 | nay | Passed |
| Jul 22, 2026 | On Motion to Recommit | H.R. 8800 National Defense Authorization Act for Fiscal Year 2027 | yea | Failed |
| Jul 22, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 22, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Agreed to |
| Jul 22, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 22, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Agreed to |
| Jul 21, 2026 | On Passage | H.R. 9770 Making continuing appropriations for fiscal year 2027, and for other purposes | yeaagainst party | Passed |
| Jul 21, 2026 | On Passage | H.R. 6955 Main Street Act | nay | Passed |
| Jul 21, 2026 | On Motion to Recommit | H.R. 6955 Main Street Act | yea | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Agreed to |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Agreed to |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Agreed to |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Agreed to |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nayagainst party | Agreed to |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Resolution | H.Res. 1438 Providing for consideration of the bills (H.R. 8800, H.R. 8884, H.R. 7008, H.R. 6955, and H.R. 9770); and providing for consideration of the | nay | Passed |
| Jul 21, 2026 | On Ordering the Previous Question | H.Res. 1438 Providing for consideration of the bills (H.R. 8800, H.R. 8884, H.R. 7008, H.R. 6955, and H.R. 9770); and providing for consideration of the | nay | Passed |
| Jul 21, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 1118 Value Over Cost Act | yea | Passed |
| Jul 20, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 8823 Putting Patients First by Strengthening Provider Accountability in FECA Act | yea | Passed |
| Jul 20, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 4541 EARLY Act Reauthorization | yea | Passed |
| Jul 16, 2026 | On Motion to Recommit | H.R. 9237 Take Care of America’s Veterans Act | yea | Failed |
| Jul 16, 2026 | On Motion to Suspend the Rules and Pass | H.R. 5362 To name the Department of Veterans Affairs multispecialty clinic in Marietta, Georgia, as the “Colonel Michael H. Boyce Department of Vetera | yea | Passed |
| Jul 15, 2026 | On Passage | H.R. 8595 National Security, Department of State, and Related Programs Appropriations Act, 2027 | nay | Passed |
| Jul 15, 2026 | On Motion to Recommit | H.R. 8595 National Security, Department of State, and Related Programs Appropriations Act, 2027 | yea | Failed |
| Jul 15, 2026 | On Agreeing to the Amendment | H.R. 8595 | nay | Failed |
| Jul 15, 2026 | On Agreeing to the Amendment | H.R. 8595 | nay | Failed |
| Jul 15, 2026 | On Agreeing to the Amendment | H.R. 8595 | nayagainst party | Failed |
| Jul 15, 2026 | On Agreeing to the Amendment | H.R. 8595 | nay | Failed |
| Jul 15, 2026 | On Agreeing to the Amendment | H.R. 8595 | nay | Failed |
| Jul 14, 2026 | On Passage | H.R. 1181 Protecting Privacy in Purchases Act | nay | Passed |
| Jul 14, 2026 | On Motion to Recommit | H.R. 1181 Protecting Privacy in Purchases Act | yea | Failed |
| Jul 14, 2026 | On Passage | H.R. 139 Sunshine Protection Act | nay | Passed |
| Jul 14, 2026 | On Agreeing to the Resolution | H.Res. 1423 Providing for consideration of the bills (H.R. 139) Sunshine Protection Act; (H.R. 8595) National Security, Department of State, and Related | nay | Passed |
| Jul 14, 2026 | On Ordering the Previous Question | H.Res. 1423 Providing for consideration of the bills (H.R. 139) Sunshine Protection Act; (H.R. 8595) National Security, Department of State, and Related | nay | Passed |
| Jul 13, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 8897 Improving Travel for American Families Act | yea | Passed |
| Jul 13, 2026 | On Motion to Suspend the Rules and Pass | H.R. 3106 Weatherizing Infrastructure in the North and Terrorism Emergency Readiness Act | yea | Passed |
| Jun 30, 2026 | On Agreeing to the Resolution | H.Res. 1399 Directing the Committee on Ethics to preserve and publicly release records relating to monetary settlements involving acts of sexual harassm | yea | Passed |
| Jun 30, 2026 | On Agreeing to the Resolution | H.Con.Res. 108 Directing the President pursuant to section 5(c) of the War Powers Resolution to remove United States Armed Forces from hostilities in Leban | yea | Failed |
| Jun 30, 2026 | On Agreeing to the Resolution | H.Res. 1398 Providing for consideration of the bills H.R. 8800, H.R. 8595, and H.R. 8884; and providing for consideration of the resolution H. Res. 1383 | nay | Failed |
| Jun 30, 2026 | On Ordering the Previous Question | H.Res. 1398 Providing for consideration of the bills H.R. 8800, H.R. 8595, and H.R. 8884; and providing for consideration of the resolution H. Res. 1383 | nay | Passed |
| Jun 29, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 7128 TRIA Program Reauthorization Act | yea | Passed |
| Jun 29, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 7757 KIDS Act | yea | Passed |
| Jun 25, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 2478 Financial Exploitation Prevention Act | yea | Passed |
| Jun 24, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 915 Small Business Technological Advancement Act | yea | Passed |
| Jun 24, 2026 | On Motion to Suspend the Rules and Pass | H.R. 7401 Small Business Lending Fraud Prevention Act | yea | Passed |
| Jun 23, 2026 | On Motion to Suspend the Rules and Concur in Senate Adt to House Adt to Senate Adt | H.R. 6644 Housing for the 21st Century Act | yea | Passed |
| Jun 23, 2026 | On Motion to Suspend the Rules and Pass | S. 629 Emergency Conservation Program Improvement Act | yea | Passed |
| Jun 11, 2026 | On Agreeing to the Resolution | H.Res. 1335 Condemning actors seeking to defraud the U.S. Government, and expressing the sense of the House of Representatives that government-wide frau | yeaagainst party | Passed |
| Jun 11, 2026 | On Motion to Suspend the Rules and Pass | H.R. 9238 To amend the FISA Amendments Act of 2008 to extend the authorities of title VII of the Foreign Intelligence Surveillance Act of 1978, and fo | nay | Failed |
| Jun 10, 2026 | On Passage | H.R. 8464 Stopping Fraudulent Payments Act | nay | Passed |
| Jun 10, 2026 | On Motion to Recommit | H.R. 8464 Stopping Fraudulent Payments Act | yea | Failed |
| Jun 10, 2026 | On Passage | H.R. 8312 Fraud Prevention and Accountability Act | yeaagainst party | Passed |
| Jun 10, 2026 | On Passage | H.R. 7892 No Aid for Ghost Students Act | nay | Passed |
| Jun 9, 2026 | On Passage | H.R. 5408 Faster Labor Contracts Act | yea | Passed |
| Jun 9, 2026 | On Agreeing to the Resolution | H.Res. 1140 Providing for consideration of the bill (H.R. 5408) to accelerate workplace time-to-contract under the National Labor Relations Act | yea | Passed |
| Jun 9, 2026 | On Passage | S. 2 Secure America Act | nay | Passed |
| Jun 9, 2026 | On Motion to Commit | S. 2 Secure America Act | yea | Failed |
| Jun 9, 2026 | On Motion to Discharge | H.Res. 1140 Providing for consideration of the bill (H.R. 5408) to accelerate workplace time-to-contract under the National Labor Relations Act | yea | Passed |
| Jun 9, 2026 | On Agreeing to the Resolution | H.Res. 1345 Providing for consideration of the bills H.R. 8312, H.R. 8464, and S. 2 and providing for consideration of the resolution H.Res. 1355 | nay | Passed |
| Jun 9, 2026 | On Ordering the Previous Question | H.Res. 1345 Providing for consideration of the bills H.R. 8312, H.R. 8464, and S. 2 and providing for consideration of the resolution H.Res. 1355 | nay | Passed |
| Jun 8, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 8428 Federal Fraud Prevention Workforce Training Act | yea | Passed |
| Jun 8, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 8466 TRUE Accountability Act | yea | Passed |
| Jun 4, 2026 | On Passage | H.R. 2913 Ukraine Support Act | yea | Passed |
| Jun 4, 2026 | On Agreeing to the Resolution | H.Res. 518 Providing for consideration of the bill (H.R. 2913) to authorize support for Ukraine, and for other purposes | yea | Passed |
| Jun 4, 2026 | On Passage | H.R. 8646 Agriculture, Rural Development, Food and Drug Administration, and Related Agency Appropriations Act, 2027 | nay | Passed |
| Jun 4, 2026 | On Motion to Recommit | H.R. 8646 Agriculture, Rural Development, Food and Drug Administration, and Related Agency Appropriations Act, 2027 | yea | Failed |
| Jun 4, 2026 | On Agreeing to the Resolution | H.Res. 1336 Waiving a requirement of clause 6(a) of rule XIII with respect to consideration of certain resolutions reported from the Committee on Rules | nay | Passed |
| Jun 4, 2026 | On Ordering the Previous Question | H.Res. 1336 Waiving a requirement of clause 6(a) of rule XIII with respect to consideration of certain resolutions reported from the Committee on Rules | nay | Passed |
| Jun 4, 2026 | On Agreeing to the Resolution | H.Con.Res. 84 Directing the President pursuant to section 5(c) of the War Powers Resolution to remove United States Armed Forces from Lebanon | nay | Failed |
| Jun 3, 2026 | On Motion to Discharge | H.Res. 518 Providing for consideration of the bill (H.R. 2913) to authorize support for Ukraine, and for other purposes | yea | Passed |
| Jun 3, 2026 | On Agreeing to the Resolution | H.Con.Res. 86 Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with I | yea | Passed |
| Jun 3, 2026 | On Passage | H.R. 7726 No Funds for Repeat Child Care Violations Act | nay | Passed |
| Jun 3, 2026 | On Motion to Recommit | H.R. 7726 No Funds for Repeat Child Care Violations Act | yea | Failed |
| Jun 3, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 2860 Northwest Straits Marine Conservation Initiative Reauthorization Act | yea | Passed |
| Jun 3, 2026 | On Agreeing to the Resolution | H.Res. 1333 Providing for consideration of the bills (H.R. 8646) Agriculture, Rural Development, Food and Drug Administration, and Related Agency Approp | nay | Passed |
| Jun 3, 2026 | On Ordering the Previous Question | H.Res. 1333 Providing for consideration of the bills (H.R. 8646) Agriculture, Rural Development, Food and Drug Administration, and Related Agency Approp | nay | Passed |
| Jun 3, 2026 | On Motion to Suspend the Rules and Pass | S. 254 ARTIST Act | yea | Passed |
| Jun 3, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 7618 American Battlefield Protection Program Amendments Act | yea | Passed |
| May 21, 2026 | On Passage | H.R. 6047 Sharri Briley and Eric Edmundson Veterans Benefits Expansion Act | yeaagainst party | Passed |
| May 21, 2026 | On Passage | H.R. 1041 Veterans 2nd Amendment Protection Act | nay | Passed |
| May 21, 2026 | On Motion to Recommit | H.R. 1041 Veterans 2nd Amendment Protection Act | yea | Failed |
| May 21, 2026 | On Passage | H.R. 1329 Smithsonian American Women’s History Museum Act | nay | Failed |
| May 21, 2026 | On Motion to Recommit | H.R. 1329 Smithsonian American Women’s History Museum Act | yea | Failed |
| May 20, 2026 | On Agreeing to the Resolution | H.Res. 1300 Providing for consideration of the bill (H.R. 1041) Veterans 2nd Amendment Protection Act; providing for consideration of the bill (H.R. 604 | nay | Passed |
| May 20, 2026 | On Ordering the Previous Question | H.Res. 1300 Providing for consideration of the bill (H.R. 1041) Veterans 2nd Amendment Protection Act; providing for consideration of the bill (H.R. 604 | nay | Passed |
| May 20, 2026 | On Passage | H.R. 2616 PROTECT Kids Act | nay | Passed |
| May 20, 2026 | On Motion to Recommit | H.R. 2616 PROTECT Kids Act | yea | Failed |
| May 20, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 1993 25th Anniversary of 9/11 Commemorative Coin Act | yea | Passed |
| May 20, 2026 | On Motion to Suspend the Rules and Pass | S. 1003 Lulu’s Law | yea | Passed |
| May 20, 2026 | On Motion to Suspend the Rules and Pass | S. 2393 Fiscal Year 2025 Veterans Affairs Major Medical Facility Authorization Act | yea | Passed |
| May 20, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 5317 Community Bank Deposit Access Act | yea | Passed |
| May 20, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 4544 American Access to Banking Act | yea | Passed |
| May 20, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 3234 Keeping Deposits Local Act | yea | Passed |
| May 20, 2026 | On Motion to Suspend the Rules and Agree | H.Res. 1299 Providing for the concurrence by the House in the Senate amendment to H.R. 6644, with amendment | yea | Passed |
| May 15, 2026 | On Passage | H.R. 8469 Making appropriations for military construction, the Department of Veterans Affairs, and related agencies for the fiscal year ending Septemb | yea | Passed |
| May 15, 2026 | On Agreeing to the Amendment | H.R. 8469 | nay | Failed |
| May 14, 2026 | On Passage | H.R. 8365 Monitor Accountability Act | nay | Passed |
| May 14, 2026 | On Motion to Recommit | H.R. 8365 Monitor Accountability Act | yea | Failed |
| May 14, 2026 | On Passage | H.R. 5625 Cashless Bail Reporting Act | yeaagainst party | Passed |
| May 14, 2026 | On Agreeing to the Resolution | H.Con.Res. 75 Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove the United States Armed Forces from hostilities ag | yea | Failed |
| May 14, 2026 | On Passage | H.R. 6260 Keeping Violent Offenders Off Our Streets Act | nay | Passed |
| May 14, 2026 | On Motion to Recommit | H.R. 6260 Keeping Violent Offenders Off Our Streets Act | yea | Failed |
| May 13, 2026 | On Motion to Suspend the Rules and Agree | H.Res. 1259 Expressing the sense of the House of Representatives that the President should prioritize securing the release of Pastor Jin Mingri, Pastor | yea | Passed |
| May 13, 2026 | On Motion to Suspend the Rules and Agree | H.Res. 1251 Calling on elected officials and civil society leaders to counter antisemitism and educate the public on the contributions of the Jewish-Ame | yea | Passed |
| May 13, 2026 | On Agreeing to the Resolution | H.Con.Res. 96 Expressing support for law enforcement officers | yeaagainst party | Passed |
What they sponsor bills about
119th Congress: 27 sponsored, 0 became law · 118th Congress: 24 sponsored, 0 became law · 117th Congress: 29 sponsored, 0 became law
Their bills
| Bill | Latest action |
|---|---|
| H.R. 10540 21st Century FTC Act | Sep 24, 2026 Referred to the House Committee on Energy and Commerce. |
| H.R. 10110 Housing Price Transparency Act | Aug 17, 2026 Referred to the House Committee on Energy and Commerce. |
| H.R. 9843 Enhancing Electric Grid Resilience Act | Jul 22, 2026 Referred to the House Committee on Energy and Commerce. |
| H.J.Res. 197 Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Cen | Jun 18, 2026 Referred to the House Committee on Energy and Commerce. |
| H.Res. 1337 Recognizing the contributions of academic medicine and observing Academic Medicine Week from June 8 through 12, 2026. | Jun 3, 2026 Referred to the House Committee on Energy and Commerce. |
| H.R. 9084 Department of Energy Nuclear Transparency Act | Nov 5, 2026 Placed on the Union Calendar, Calendar No. 771. |
| H.R. 8923 At HOME Services Act | May 20, 2026 Referred to the Committee on Ways and Means, and in addition to the Committee on Energy and Commerce, for a pe |
| H.R. 8651 Advancing Safe Medications for Moms and Babies Act of 2026 | May 4, 2026 Referred to the House Committee on Energy and Commerce. |
| H.R. 7305 Energy Threat Analysis Center Act of 2026 | Jul 13, 2026 Received in the Senate and Read twice and referred to the Committee on Energy and Natural Resources. |
| H.R. 6620 To amend the National Flood Insurance Act of 1968 to allow for the consideration of private flood insurance for the purp | Dec 11, 2025 Referred to the House Committee on Financial Services. |
| H.R. 6561 PREVENT HPV Cancers Act of 2025 | Dec 10, 2025 Referred to the House Committee on Energy and Commerce. |
| H.R. 6178 Increasing Access to Lung Cancer Screening Act | Nov 20, 2025 Referred to the Committee on Energy and Commerce, and in addition to the Committee on Ways and Means, for a pe |
| H.R. 6080 CLEANER Act of 2025 | Nov 18, 2025 Referred to the House Committee on Energy and Commerce. |
| H.R. 4785 Ethics in Energy Act of 2025 | Jul 29, 2025 Referred to the House Committee on Energy and Commerce. |
| H.R. 4786 Honest Elections and Campaign, No Gain Act | Jul 29, 2025 Referred to the Committee on the Judiciary, and in addition to the Committee on House Administration, for a pe |
| H.R. 4641 Keep Kids Covered Act | Jul 23, 2025 Referred to the House Committee on Energy and Commerce. |
| H.R. 4162 Community Solar Consumer Choice Act of 2025 | Jun 26, 2025 Referred to the Committee on Energy and Commerce, and in addition to the Committee on Oversight and Government |
| H.Res. 531 Recognizing the contributions of academic medicine and observing Academic Medicine Week from June 23 through 27, 2025. | Jun 23, 2025 Referred to the House Committee on Energy and Commerce. |
| H.Res. 510 Recognizing the 20th anniversary of the Children's Hospital Association's Family Advocacy Day and honoring the contribut | Jun 12, 2025 Referred to the House Committee on Energy and Commerce. |
| H.R. 3907 ENROLL Act of 2025 | Jun 11, 2025 Referred to the House Committee on Energy and Commerce. |
| H.R. 2986 Expediting Generator Interconnection Procedures Act of 2025 | Jun 24, 2026 Forwarded by Subcommittee to Full Committee (Amended) by Voice Vote. |
| H.R. 2824 Employee Limits ON Profiteering Act | Apr 10, 2025 Referred to the House Committee on Oversight and Government Reform. |
| H.R. 2703 Advancing GETs Act of 2025 | Apr 8, 2025 Referred to the House Committee on Energy and Commerce. |
| H.R. 2673 Florida Coastal Protection Act | Apr 7, 2025 Referred to the House Committee on Natural Resources. |
| H.R. 2414 To amend the Public Health Service Act to reauthorize a military and civilian partnership for trauma readiness grant pro | Mar 27, 2025 Referred to the House Committee on Energy and Commerce. |
| Congress | Sponsored | Became law | Cosponsored |
|---|---|---|---|
| 119th | 27 | 0 | 384 |
| 118th | 24 | 0 | 464 |
| 117th | 29 | 0 | 496 |
1 former staff now lobbying
JOCELYN WILES
AKIN GUMP STRAUSS HAUER & FELD
10 clients
See the data
| Lobbyist | Former position, as they list it | Firms | Clients | Years |
|---|---|---|---|---|
| JOCELYN WILES | Staffer, Rep. Kathy Castor (Jan. 07 - Feb. 11); Intern/Fellow, Rep. Barbara Lee (2006); Intern, Rep. Danny Davis (2004). | AKIN GUMP STRAUSS HAUER & FELD | 10 | 2024–2025 |
From their payroll to lobbying
People Castor'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 Castor themselves.
GENESIS SANTIAGO
Paid Intern - House Program, last paid Q3 2022 · ASSOCIATION OF COMMUNITY COLLEGE TRUSTEES
1 client
KENRICK CHIOCCA
Paid Intern - House Program, last paid Q4 2024 · FLORIDA INTERNATIONAL UNIVERSITY
1 client
See the data
| Lobbyist | On the payroll as | Last paid | Lobbying for | Clients | Years | Confirmed |
|---|---|---|---|---|---|---|
| GENESIS SANTIAGO | Paid Intern - House Program | Q3 2022 | ASSOCIATION OF COMMUNITY COLLEGE TRUSTEES | 1 | 2024–2026 | no |
| KENRICK CHIOCCA | Paid Intern - House Program | Q4 2024 | FLORIDA INTERNATIONAL UNIVERSITY | 1 | 2026 | no |
Subcommittees
Holdings and trades
$7.9M – $31.9Mnet worth, 2025 report
1,162trades on their reports
0 of 2trades reported after 45 days
0 daystypical time to report a trade
0reports filed on paper
3filing 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, 2025 report
Franklin California High Yield Muni Fd Advisor Class
Mutual Funds · Joint
$1.0M+
Franklin Income Fund Advisor Class
Mutual Funds · Joint
$1.0M+
Galliard Stable Return Fund C
Other · Spouse
$1.0M+
Vanguard High-Yield Tax-Exempt Fund Admiral Shares
Mutual Funds · Joint
$1.0M+
Vanguard Municipal Money Market Fund
Mutual Funds · Joint
$1.0M+
US Treasury Money Fund
Bank Deposit · Self
$500K+
Lord Abbett Short Duration Income Class R5
Mutual Funds · Spouse
$500K+
Vanguard Municipal Money Market Fund
Mutual Funds · Joint
$250K+
BlackRock Inflation Protected Bond Portfolio - Institutional
Mutual Funds · Spouse
$250K+
Berkshire Hathaway Inc. New
Corporate Securities · Joint
$250K+
Amplify CWP Enhanced Dividend Income ETF
Mutual Funds · Joint
$100K+
Global X Funds Global X Dow 30 Covered Call ETF
Mutual Funds · Joint
$100K+
Their 25 largest holdings, as a table
| Asset | Kind | Owner | Value | Income |
|---|---|---|---|---|
| Franklin California High Yield Muni Fd Advisor Class | Mutual Funds | Joint | $1.0M – $5.0M | Tax-Deferred: — |
| Franklin Income Fund Advisor Class | Mutual Funds | Joint | $1.0M – $5.0M | Tax-Deferred: — |
| Galliard Stable Return Fund C | Other | Spouse | $1.0M – $5.0M | Tax-Deferred: — |
| Vanguard High-Yield Tax-Exempt Fund Admiral Shares | Mutual Funds | Joint | $1.0M – $5.0M | Dividends: $15K – $50K |
| Vanguard Municipal Money Market Fund | Mutual Funds | Joint | $1.0M – $5.0M | Dividends: $15K – $50K |
| US Treasury Money Fund | Bank Deposit | Self | $500K – $1.0M | Interest: $1,001 – $2,500 |
| Lord Abbett Short Duration Income Class R5 | Mutual Funds | Spouse | $500K – $1.0M | Tax-Deferred: — |
| Vanguard Municipal Money Market Fund | Mutual Funds | Joint | $250K – $500K | Dividends: $5,001 – $15K |
| BlackRock Inflation Protected Bond Portfolio - Institutional | Mutual Funds | Spouse | $250K – $500K | Tax-Deferred: — |
| Berkshire Hathaway Inc. New | Corporate Securities | Joint | $250K – $500K | None: — |
| Amplify CWP Enhanced Dividend Income ETF | Mutual Funds | Joint | $100K – $250K | Dividends: $5,001 – $15K |
| Global X Funds Global X Dow 30 Covered Call ETF | Mutual Funds | Joint | $100K – $250K | Dividends: $2,501 – $5,000 |
| Vanguard Treasury Money Market Fund | Mutual Funds | Joint | $100K – $250K | Dividends: $2,501 – $5,000 |
| Franklin High Yield Tax-Free Income Fund Advisor Class | Mutual Funds | Joint | $100K – $250K | Tax-Deferred: — |
| Mutual Global Discovery Fund Class Z | Mutual Funds | Joint | $100K – $250K | Tax-Deferred: — |
| T. Rowe Price Cash Reserves Fund | Mutual Funds | Self | $100K – $250K | Dividends: $1,001 – $2,500 |
| Principal Global Investors LargeCap S&P 500 Index (-) | Other | Spouse | $100K – $250K | Tax-Deferred: — |
| Vanguard Federal Money Market Fund | Bank Deposit | Joint | $100K – $250K | None: — |
| Bank of America Checking | Bank Deposit | Joint | $50K – $100K | Interest: $1 – $200 |
| T. Rowe Price Tax-Exempt Money Fd | Mutual Funds | Joint | $50K – $100K | Dividends: $1,001 – $2,500 |
| Vanguard Money Market Reserves Federal Money Market Fund | Mutual Funds | Joint | $50K – $100K | Dividends: $1,001 – $2,500 |
| Global X NASDAQ 100 Covered Call ETF | Mutual Funds | Joint | $15K – $50K | Dividends: $1,001 – $2,500 |
| Global X S&P 500 Covered Call ETF | Mutual Funds | Joint | $15K – $50K | Dividends: $1,001 – $2,500 |
| JPMorgan Equity Premium Income ETF | Mutual Funds | Joint | $15K – $50K | Dividends: $1,001 – $2,500 |
| T. Rowe Price Dividend Growth Fund - I Class | Mutual Funds | Self | $15K – $50K | Capital Gains, Dividends: $1,001 – $2,500 |
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
Global X NASDAQ 100 Covered Call ETF (QYLD)
2021–2025 · $533K – $2.2M
75 trades
Global X Funds Global X S&P 500 Covered Call ETF (XYLD)
2021–2025 · $250K – $1.1M
46 trades
Global X Funds Global X Dow 30 Covered Call ETF (DJIA)
2022–2025 · $285K – $1.1M
38 trades
Principal Global Investors LargeCap S&P 500 Index
2021–2025 · $2.4M – $5.3M
37 trades
Vanguard High-Yield Tax-Exempt Fund Admiral Shares (VWALX)
2024–2025 · $2.4M – $8.3M
37 trades
Vanguard S&P 500 ETF (VOO)
2024–2025 · $184K – $860K
36 trades
Vanguard Financials ETF (VFH)
2021–2025 · $110K – $650K
33 trades
Franklin California High Yield Muni Fd Advisor Class (FVCAX)
2023–2025 · $1.3M – $2.8M
24 trades
First Trust Municipal High Income ETF (FMHI)
2023–2025 · $172K – $680K
24 trades
SPDR S&P 500 (SPY)
2023–2025 · $24K – $360K
24 trades
Their latest 300 of 1,162 trades
| Date | Asset | Trade | Owner | Amount | Days to report |
|---|---|---|---|---|---|
| 2026-03-07 | Driehaus Emerging Markets Growth Fund Institutional Share Class via Spouse 401K | Sale (Full) | Spouse | $50K – $100K | annual |
| 2026-03-04 | BlackRock Inflation Protected Bond Portfolio - Institutional via Spouse 401K | Purchase | Spouse | $100K – $250K | annual |
| 2026-03-03 | BlackRock Inflation Protected Bond Portfolio - Institutional via Spouse 401K | Purchase | Spouse | $15K – $50K | annual |
| 2025-12-31 | Vanguard High-Yield Tax-Exempt Fund Admiral Shares via Vanguard Joint Retirement | Purchase | Joint | $1,001 – $15K | annual |
| 2025-12-31 | MFS Value Fund Class R3 via Spouse 401K | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-12-31 | Principal Fds, Inc. International Equity Index Institutional Class via Spouse 401K | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-12-31 | CIT: MFS International Equity Fund Fee Class U via Spouse 401K | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-12-31 | JPMorgan Mid Cap Value Fund-R6 via Spouse 401K | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-12-17 | T. Rowe Price Global Growth Stock Fund via IRA | Purchase | Self | $1,001 – $15K | annual |
| 2025-12-15 | CIT: MFS International Equity Fund Fee Class U via Spouse 401K | Purchase | Spouse | $15K – $50K | annual |
| 2025-12-15 | EuroPacific Growth Fund Cl R-6 via Spouse 401K | Sale (Full) | Spouse | $15K – $50K | annual |
| 2025-12-12 | T. Rowe Price International Discovery Fund - I Class via Spouse 401K | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-12-12 | Mutual Shares Corporation Cl Z via Franklin Templeton Joint Retirement | Purchase | Joint | $1,001 – $15K | annual |
| 2025-12-12 | FIST Equity Income Fund - Advisor Class via Franklin Templeton Joint Retirement | Purchase | Joint | $1,001 – $15K | annual |
| 2025-12-11 | JPMorgan Mid Cap Value Fund-R6 via Spouse 401K | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-12-08 | Vanguard High-Yield Tax-Exempt Fund Admiral Shares via Vanguard Joint Retirement | Purchase | Joint | $1,001 – $15K | annual |
| 2025-12-08 | Galliard Stable Return Fund C via Spouse 401K | Purchase | Spouse | $15K – $50K | annual |
| 2025-12-08 | Principal Funds, Inc. Principal LifeTime Hybrid Income Fund, Institutional Class via Spouse 401K | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-12-08 | Principal Fds, Inc. Core Plus Bond Fund, Class A via Spouse 401K | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-12-08 | Principal Fds, Inc. Bond Market Index Class R-3 via Spouse 401K | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-12-08 | PIMCO Income Fund Insti Class via Spouse 401K | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-12-04 | Global X NASDAQ 100 Covered Call ETF via E*Trade Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2025-12-03 | Vanguard High-Yield Tax-Exempt Fund Admiral Shares via Vanguard Joint Retirement | Purchase | Joint | $1,001 – $15K | annual |
| 2025-12-03 | Galliard Stable Return Fund C via Spouse 401K | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2025-11-26 | Vanguard High-Yield Tax-Exempt Fund Admiral Shares via Vanguard Joint Retirement | Purchase | Joint | $100K – $250K | annual |
| 2025-11-12 | Vanguard High-Yield Tax-Exempt Fund Admiral Shares via Vanguard Joint Retirement | Purchase | Joint | $15K – $50K | annual |
| 2025-11-12 | T. Rowe Price Value Fund - I Class via IRA | Purchase | Self | $1,001 – $15K | annual |
| 2025-11-12 | T. Rowe Price Dividend Growth Fund - I Class via IRA | Purchase | Self | $1,001 – $15K | annual |
| 2025-11-05 | Vanguard Municipal Money Market Fund via Vanguard Joint Retirement | Purchase | Joint | $15K – $50K | annual |
| 2025-11-05 | Vanguard High-Yield Tax-Exempt Fund Admiral Shares via Vanguard Joint Retirement | Purchase | Joint | $15K – $50K | annual |
| 2025-10-28 | Vanguard Value ETF via Vanguard Joint Retirement | Purchase | Joint | $1,001 – $15K | annual |
| 2025-10-28 | Vanguard Mega Cap Value ETF via Vanguard Joint Retirement | Purchase | Joint | $1,001 – $15K | annual |
| 2025-10-28 | Vanguard S&P 500 ETF via Vanguard Joint Retirement | Purchase | Joint | $1,001 – $15K | annual |
| 2025-10-28 | Vanguard High-Yield Tax-Exempt Fund Admiral Shares via Vanguard Joint Retirement | Purchase | Joint | $15K – $50K | annual |
| 2025-10-28 | Vanguard Div Appreciation ETF via Vanguard Joint Retirement | Purchase | Joint | $1,001 – $15K | annual |
| 2025-10-28 | JPMorgan Equity Premium Income ETF via E*Trade Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2025-10-28 | Global X NASDAQ 100 Covered Call ETF via E*Trade Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2025-10-27 | Vanguard High-Yield Tax-Exempt Fund Admiral Shares via Vanguard Joint Retirement | Purchase | Joint | $50K – $100K | annual |
| 2025-10-27 | Galliard Stable Return Fund C via Spouse 401K | Sale (Partial) | Spouse | $50K – $100K | annual |
| 2025-10-27 | MFS Value Fund Class R3 via Spouse 401K | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-10-27 | BlackRock Inflation Protected Bond Portfolio - Institutional via Spouse 401K | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-10-27 | Principal Fds, Inc. International Equity Index Institutional Class via Spouse 401K | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-10-27 | JPMorgan Mid Cap Value Fund-R6 via Spouse 401K | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-10-27 | T. Rowe Price International Discovery Fund - I Class via Spouse 401K | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-10-27 | Principal US Property Sep Acct via Spouse 401K | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-10-27 | Principal Global Investors LargeCap S&P 500 Index (-) via Spouse 401K | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-10-27 | JPMorgan Large Cap Growth Fund R6 via Spouse 401K | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-10-08 | Vanguard High-Yield Tax-Exempt Fund Admiral Shares via Vanguard Joint Retirement | Purchase | Joint | $15K – $50K | annual |
| 2025-10-07 | Vanguard High-Yield Tax-Exempt Fund Admiral Shares via Vanguard Joint Retirement | Purchase | Joint | $15K – $50K | annual |
| 2025-10-06 | Vanguard High-Yield Tax-Exempt Fund Admiral Shares via Vanguard Joint Retirement | Purchase | Joint | $50K – $100K | annual |
| 2025-09-18 | T. Rowe Price Tax-Exempt Money Fd via E*Trade Brokerage Account | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2025-09-16 | Vanguard Value ETF via Vanguard Joint Retirement | Purchase | Joint | $1,001 – $15K | annual |
| 2025-09-16 | Vanguard Mega Cap Value ETF via Vanguard Joint Retirement | Purchase | Joint | $1,001 – $15K | annual |
| 2025-09-16 | Vanguard S&P 500 ETF via Vanguard Joint Retirement | Purchase | Joint | $1,001 – $15K | annual |
| 2025-09-16 | Vanguard Large-Cap ETF via Vanguard Joint Retirement | Purchase | Joint | $1,001 – $15K | annual |
| 2025-09-16 | Vanguard High-Yield Tax-Exempt Fund Admiral Shares via Vanguard Joint Retirement | Purchase | Joint | $15K – $50K | annual |
| 2025-09-16 | Vanguard High Dividend Yield ETF via Vanguard Joint Retirement | Purchase | Joint | $1,001 – $15K | annual |
| 2025-09-16 | Vanguard Financials ETF via Vanguard Joint Retirement | Purchase | Joint | $1,001 – $15K | annual |
| 2025-09-16 | Vanguard ESG U.S. Stock ETF via Vanguard Joint Retirement | Purchase | Joint | $1,001 – $15K | annual |
| 2025-09-16 | Vanguard Div Appreciation ETF via Vanguard Joint Retirement | Purchase | Joint | $1,001 – $15K | annual |
| 2025-09-16 | Vanguard Money Market Reserves Federal Money Market Fund via E*Trade Brokerage Account | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2025-09-16 | JPMorgan Equity Premium Income ETF via E*Trade Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2025-09-16 | Global X S&P 500 Covered Call ETF via E*Trade Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2025-09-16 | Global X NASDAQ 100 Covered Call ETF via E*Trade Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2025-09-15 | Galliard Stable Return Fund C via Spouse 401K | Sale (Partial) | Spouse | $50K – $100K | annual |
| 2025-09-15 | MFS Value Fund Class R3 via Spouse 401K | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-09-15 | BlackRock Inflation Protected Bond Portfolio - Institutional via Spouse 401K | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-09-15 | Principal Fds, Inc. International Equity Index Institutional Class via Spouse 401K | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-09-15 | EuroPacific Growth Fund Cl R-6 via Spouse 401K | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-09-15 | JPMorgan Mid Cap Value Fund-R6 via Spouse 401K | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-09-15 | T. Rowe Price International Discovery Fund - I Class via Spouse 401K | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-09-15 | Principal US Property Sep Acct via Spouse 401K | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-09-15 | Principal Global Investors LargeCap S&P 500 Index (-) via Spouse 401K | Purchase | Spouse | $15K – $50K | annual |
| 2025-09-15 | JPMorgan Large Cap Growth Fund R6 via Spouse 401K | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-09-03 | Galliard Stable Return Fund C via Spouse 401K | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2025-09-03 | BlackRock Inflation Protected Bond Portfolio - Institutional via Spouse 401K | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-09-03 | Principal US Property Sep Acct via Spouse 401K | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-07-22 | Vanguard S&P 500 ETF via Vanguard Joint Retirement | Purchase | Joint | $1,001 – $15K | annual |
| 2025-07-22 | Vanguard High-Yield Tax-Exempt Fund Admiral Shares via Vanguard Joint Retirement | Purchase | Joint | $15K – $50K | annual |
| 2025-07-22 | Vanguard Div Appreciation ETF via Vanguard Joint Retirement | Purchase | Joint | $1,001 – $15K | annual |
| 2025-07-22 | T. Rowe Price Value Fund - I Class via IRA | Purchase | Self | $1,001 – $15K | annual |
| 2025-07-22 | T. Rowe Price Global Growth Stock Fund via IRA | Purchase | Self | $1,001 – $15K | annual |
| 2025-07-22 | T. Rowe Price Dividend Growth Fund - I Class via IRA | Purchase | Self | $1,001 – $15K | annual |
| 2025-07-21 | Galliard Stable Return Fund C via Spouse 401K | Sale (Partial) | Spouse | $15K – $50K | annual |
| 2025-07-21 | Principal Fds, Inc. International Equity Index Institutional Class via Spouse 401K | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-07-21 | EuroPacific Growth Fund Cl R-6 via Spouse 401K | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-07-21 | JPMorgan Mid Cap Value Fund-R6 via Spouse 401K | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-07-21 | T. Rowe Price International Discovery Fund - I Class via Spouse 401K | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-07-21 | Principal Global Investors LargeCap S&P 500 Index (-) via Spouse 401K | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-07-18 | Vanguard S&P 500 ETF via Vanguard Joint Retirement | Purchase | Joint | $1,001 – $15K | annual |
| 2025-07-18 | Vanguard Div Appreciation ETF via Vanguard Joint Retirement | Purchase | Joint | $1,001 – $15K | annual |
| 2025-07-11 | Vanguard High-Yield Tax-Exempt Fund Admiral Shares via Vanguard Joint Retirement | Purchase | Joint | $50K – $100K | annual |
| 2025-07-10 | T. Rowe Price Value Fund - I Class via IRA | Purchase | Self | $1,001 – $15K | annual |
| 2025-07-10 | T. Rowe Price Global Growth Stock Fund via IRA | Purchase | Self | $1,001 – $15K | annual |
| 2025-07-10 | T. Rowe Price Dividend Growth Fund - I Class via IRA | Purchase | Self | $1,001 – $15K | annual |
| 2025-07-10 | Global X NASDAQ 100 Covered Call ETF via E*Trade Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2025-07-09 | Vanguard S&P 500 ETF via Vanguard Joint Retirement | Purchase | Joint | $1,001 – $15K | annual |
| 2025-07-09 | Vanguard High-Yield Tax-Exempt Fund Admiral Shares via Vanguard Joint Retirement | Purchase | Joint | $15K – $50K | annual |
| 2025-07-09 | Vanguard Div Appreciation ETF via Vanguard Joint Retirement | Purchase | Joint | $1,001 – $15K | annual |
| 2025-07-09 | Galliard Stable Return Fund C via Spouse 401K | Sale (Partial) | Spouse | $15K – $50K | annual |
| 2025-07-09 | Principal Fds, Inc. International Equity Index Institutional Class via Spouse 401K | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-07-09 | EuroPacific Growth Fund Cl R-6 via Spouse 401K | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-07-09 | JPMorgan Mid Cap Value Fund-R6 via Spouse 401K | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-07-09 | Principal US Property Sep Acct via Spouse 401K | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-07-09 | Principal Global Investors LargeCap S&P 500 Index (-) via Spouse 401K | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-07-07 | Vanguard High-Yield Tax-Exempt Fund Admiral Shares via Vanguard Joint Retirement | Purchase | Joint | $15K – $50K | annual |
| 2025-06-11 | Vanguard High-Yield Tax-Exempt Fund Admiral Shares via Vanguard Joint Retirement | Purchase | Joint | $15K – $50K | annual |
| 2025-06-10 | Vanguard Municipal Money Market Fund via Vanguard Joint Retirement | Sale (Partial) | Joint | $15K – $50K | annual |
| 2025-06-10 | Vanguard S&P 500 ETF via Vanguard Joint Retirement | Purchase | Joint | $1,001 – $15K | annual |
| 2025-06-10 | Vanguard Div Appreciation ETF via Vanguard Joint Retirement | Purchase | Joint | $1,001 – $15K | annual |
| 2025-06-10 | Lord Abbett Short Duration Income Class R5 via Spouse 401K | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2025-06-10 | EuroPacific Growth Fund Cl R-6 via Spouse 401K | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-06-10 | T. Rowe Price International Discovery Fund - I Class via Spouse 401K | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-06-05 | JPMorgan Equity Premium Income ETF via E*Trade Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2025-06-05 | Global X S&P 500 Covered Call ETF via E*Trade Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2025-05-15 | Vanguard S&P 500 ETF via Vanguard Joint Retirement | Purchase | Joint | $1,001 – $15K | annual |
| 2025-05-15 | Vanguard Div Appreciation ETF via Vanguard Joint Retirement | Purchase | Joint | $1,001 – $15K | annual |
| 2025-05-14 | Vanguard S&P 500 ETF via Vanguard Joint Retirement | Purchase | Joint | $1,001 – $15K | annual |
| 2025-05-14 | Vanguard Div Appreciation ETF via Vanguard Joint Retirement | Purchase | Joint | $1,001 – $15K | annual |
| 2025-05-14 | Lord Abbett Short Duration Income Class R5 via Spouse 401K | Sale (Partial) | Spouse | $15K – $50K | annual |
| 2025-05-14 | JPMorgan Mid Cap Value Fund-R6 via Spouse 401K | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-05-14 | T. Rowe Price International Discovery Fund - I Class via Spouse 401K | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-05-14 | Principal Global Investors LargeCap S&P 500 Index (-) via Spouse 401K | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-05-13 | Vanguard S&P 500 ETF via Vanguard Joint Retirement | Purchase | Joint | $1,001 – $15K | annual |
| 2025-05-13 | Vanguard Div Appreciation ETF via Vanguard Joint Retirement | Purchase | Joint | $1,001 – $15K | annual |
| 2025-05-13 | Lord Abbett Short Duration Income Class R5 via Spouse 401K | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2025-05-13 | Principal Global Investors LargeCap S&P 500 Index (-) via Spouse 401K | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-05-13 | JPMorgan Equity Premium Income ETF via E*Trade Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2025-05-13 | Global X S&P 500 Covered Call ETF via E*Trade Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2025-05-13 | Global X NASDAQ 100 Covered Call ETF via E*Trade Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2025-05-12 | Lord Abbett Short Duration Income Class R5 via Spouse 401K | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2025-05-12 | Principal Global Investors LargeCap S&P 500 Index (-) via Spouse 401K | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-05-02 | Vanguard Municipal Money Market Fund via Vanguard Joint Retirement | Purchase | Joint | $250K – $500K | annual |
| 2025-05-02 | Vanguard Municipal Money Market Fund via E*Trade Brokerage Account | Purchase | Joint | $100K – $250K | annual |
| 2025-05-01 | Vanguard Municipal Money Market Fund via Vanguard Joint Retirement | Purchase | Joint | $500K – $1.0M | annual |
| 2025-04-30 | Vanguard Municipal Money Market Fund via Vanguard Joint Retirement | Purchase | Joint | $100K – $250K | annual |
| 2025-04-30 | T. Rowe Price Cash Reserves Fund via IRA | Purchase | Self | $50K – $100K | annual |
| 2025-04-30 | Vanguard Treasury Money Market Fund via E*Trade Brokerage Account | Purchase | Joint | $50K – $100K | annual |
| 2025-04-30 | Vanguard Municipal Money Market Fund via E*Trade Brokerage Account | Purchase | Joint | $50K – $100K | annual |
| 2025-04-30 | Vanguard Money Market Reserves Federal Money Market Fund via E*Trade Brokerage Account | Purchase | Joint | $50K – $100K | annual |
| 2025-04-30 | T. Rowe Price Tax-Exempt Money Fd via E*Trade Brokerage Account | Purchase | Joint | $50K – $100K | annual |
| 2025-04-29 | Mutual Global Discovery Fund Class Z via Franklin Templeton Joint Retirement | Purchase | Joint | $1,001 – $15K | annual |
| 2025-04-22 | Vanguard Mega Cap Value ETF via Vanguard Joint Retirement | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2025-04-22 | Vanguard Tax-Managed Funds Vanguard Intermediate-Term Tax-Exempt Bond ETF via Vanguard Joint Retirement | Sale (Full) | Joint | $50K – $100K | annual |
| 2025-04-22 | Vanguard Tax-Exempt Bond ETF via Vanguard Joint Retirement | Sale (Full) | Joint | $50K – $100K | annual |
| 2025-04-22 | Vanguard High-Yield Tax-Exempt Fund Admiral Shares via Vanguard Joint Retirement | Sale (Partial) | Joint | $1.0M – $5.0M | annual |
| 2025-04-22 | Franklin High Income Fund Advisor Class via IRA | Sale (Full) | Self | $250K – $500K | annual |
| 2025-04-22 | Franklin Municipal Green Bond ETF via E*Trade Brokerage Account | Sale (Full) | Joint | $50K – $100K | annual |
| 2025-04-22 | First Trust Municipal High Income ETF via E*Trade Brokerage Account | Sale (Full) | Joint | $50K – $100K | annual |
| 2025-04-22 | First Trust Municipal High Income ETF via E*Trade Brokerage Account | Sale (Full) | Joint | $100K – $250K | annual |
| 2025-04-21 | Galliard Stable Return Fund C via Spouse 401K | Purchase | Spouse | $1.0M – $5.0M | annual |
| 2025-04-21 | Principal Fds, Inc. Core Plus Bond Fund, Class A via Spouse 401K | Sale (Partial) | Spouse | $250K – $500K | annual |
| 2025-04-21 | Principal Fds, Inc. Bond Market Index Class R-3 via Spouse 401K | Sale (Partial) | Spouse | $250K – $500K | annual |
| 2025-04-21 | PIMCO Income Fund Insti Class via Spouse 401K | Sale (Partial) | Spouse | $500K – $1.0M | annual |
| 2025-04-09 | Galliard Stable Return Fund C via Spouse 401K | Purchase | Spouse | $100K – $250K | annual |
| 2025-04-09 | Lord Abbett Short Duration Income Class R5 via Spouse 401K | Purchase | Spouse | $100K – $250K | annual |
| 2025-04-09 | EuroPacific Growth Fund Cl R-6 via Spouse 401K | Sale (Partial) | Spouse | $50K – $100K | annual |
| 2025-04-09 | T. Rowe Price International Discovery Fund - I Class via Spouse 401K | Sale (Partial) | Spouse | $100K – $250K | annual |
| 2025-04-09 | Principal Funds, Inc. Principal LifeTime Hybrid Income Fund, Institutional Class via Spouse 401K | Sale (Partial) | Spouse | $100K – $250K | annual |
| 2025-04-04 | Vanguard Tax-Managed Funds Vanguard Intermediate-Term Tax-Exempt Bond ETF via Vanguard Joint Retirement | Purchase | Joint | $1,001 – $15K | annual |
| 2025-04-04 | Vanguard Tax-Exempt Bond ETF via Vanguard Joint Retirement | Purchase | Joint | $1,001 – $15K | annual |
| 2025-04-04 | Vanguard High-Yield Tax-Exempt Fund Admiral Shares via Vanguard Joint Retirement | Purchase | Joint | $1,001 – $15K | annual |
| 2025-04-04 | Franklin Municipal Green Bond ETF via E*Trade Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2025-04-04 | First Trust Municipal High Income ETF via E*Trade Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2025-04-04 | First Trust Municipal High Income ETF via E*Trade Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2025-04-03 | Vanguard High-Yield Tax-Exempt Fund Admiral Shares via Vanguard Joint Retirement | Purchase | Joint | $1,001 – $15K | annual |
| 2025-04-03 | Franklin High Yield Tax-Free Income Fund Advisor Class via Franklin Templeton Joint Retirement | Purchase | Joint | $1,001 – $15K | annual |
| 2025-03-31 | Vanguard Mega Cap Value ETF via Vanguard Joint Retirement | Purchase | Joint | $1,001 – $15K | annual |
| 2025-03-27 | Franklin High Income Fund Advisor Class via IRA | Purchase | Self | $1,001 – $15K | annual |
| 2025-03-25 | Vanguard Mega Cap Value ETF via Vanguard Joint Retirement | Purchase | Joint | $1,001 – $15K | annual |
| 2025-03-25 | Franklin Municipal Green Bond ETF via E*Trade Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2025-03-19 | Vanguard High-Yield Tax-Exempt Fund Admiral Shares via Vanguard Joint Retirement | Purchase | Joint | $50K – $100K | annual |
| 2025-03-14 | Franklin High Yield Tax-Free Income Fund Advisor Class via Franklin Templeton Joint Retirement | Purchase | Joint | $1,001 – $15K | annual |
| 2025-03-12 | Vanguard Tax-Managed Funds Vanguard Intermediate-Term Tax-Exempt Bond ETF via Vanguard Joint Retirement | Purchase | Joint | $15K – $50K | annual |
| 2025-03-12 | Vanguard Tax-Exempt Bond ETF via Vanguard Joint Retirement | Purchase | Joint | $15K – $50K | annual |
| 2025-03-12 | Vanguard High-Yield Tax-Exempt Fund Admiral Shares via Vanguard Joint Retirement | Purchase | Joint | $50K – $100K | annual |
| 2025-03-12 | T. Rowe Price Value Fund - I Class via IRA | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-03-12 | T. Rowe Price Dividend Growth Fund - I Class via IRA | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-03-12 | Franklin High Yield Tax-Free Income Fund Advisor Class via Franklin Templeton Joint Retirement | Purchase | Joint | $50K – $100K | annual |
| 2025-03-12 | Mutual Shares Corporation Cl Z via Franklin Templeton Joint Retirement | Sale (Partial) | Joint | $15K – $50K | annual |
| 2025-03-12 | State Street SPDR Dow Jones Industrial Average ETF Trust via E*Trade Brokerage Account | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2025-03-12 | Franklin Small -Mid Cap Growth Fund Advisor Class via Franklin Templeton Joint Retirement | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2025-03-12 | Franklin Rising Dividends Fund Advisor Class via Franklin Templeton Joint Retirement | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2025-03-12 | Franklin Mutual U.S. Mid Cap Value Fund - Advisor Class via Franklin Templeton Joint Retirement | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2025-03-12 | Franklin Growth Fund Advisor Class via Franklin Templeton Joint Retirement | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2025-03-12 | FIST Equity Income Fund - Advisor Class via Franklin Templeton Joint Retirement | Sale (Partial) | Joint | $15K – $50K | annual |
| 2025-03-11 | Vanguard S&P Mid-Cap 400 ETF via Vanguard Joint Retirement | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2025-03-11 | Vanguard S&P 500 ETF via Vanguard Joint Retirement | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2025-03-11 | Vanguard Large-Cap ETF via Vanguard Joint Retirement | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2025-03-11 | Vanguard High-Yield Tax-Exempt Fund Admiral Shares via Vanguard Joint Retirement | Purchase | Joint | $100K – $250K | annual |
| 2025-03-11 | Vanguard High Dividend Yield ETF via Vanguard Joint Retirement | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2025-03-11 | Vanguard Financials ETF via Vanguard Joint Retirement | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2025-03-11 | Vanguard ESG U.S. Stock ETF via Vanguard Joint Retirement | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2025-03-11 | Vanguard Div Appreciation ETF via Vanguard Joint Retirement | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2025-03-11 | Global X NASDAQ 100 Covered Call ETF via Vanguard Joint Retirement | Sale (Full) | Joint | $100K – $250K | annual |
| 2025-03-11 | Mutual Shares Corporation Cl Z via Franklin Templeton Joint Retirement | Sale (Partial) | Joint | $15K – $50K | annual |
| 2025-03-11 | JPMorgan Equity Premium Income ETF via E*Trade Brokerage Account | Sale (Partial) | Joint | $50K – $100K | annual |
| 2025-03-11 | Franklin Mutual U.S. Mid Cap Value Fund - Advisor Class via Franklin Templeton Joint Retirement | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2025-03-11 | Franklin Growth Fund Advisor Class via Franklin Templeton Joint Retirement | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2025-03-11 | Franklin California High Yield Muni Fd Advisor Class via Franklin Templeton Joint Retirement | Purchase | Joint | $50K – $100K | annual |
| 2025-03-11 | FIST Equity Income Fund - Advisor Class via Franklin Templeton Joint Retirement | Sale (Partial) | Joint | $15K – $50K | annual |
| 2025-03-11 | Global X S&P 500 Covered Call ETF via E*Trade Brokerage Account | Sale (Partial) | Joint | $50K – $100K | annual |
| 2025-03-11 | Global X NASDAQ 100 Covered Call ETF via E*Trade Brokerage Account | Sale (Partial) | Joint | $100K – $250K | annual |
| 2025-03-11 | Global X Dow 30 Covered Call ETF via E*Trade Brokerage Account | Sale (Full) | Joint | $100K – $250K | annual |
| 2025-03-11 | Franklin Municipal Green Bond ETF via E*Trade Brokerage Account | Purchase | Joint | $15K – $50K | annual |
| 2025-03-11 | First Trust Municipal High Income ETF via E*Trade Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2025-03-11 | Amplify CWP Enhanced Dividend Income ETF via E*Trade Brokerage Account | Sale (Partial) | Joint | $15K – $50K | annual |
| 2025-03-10 | Vanguard High-Yield Tax-Exempt Fund Admiral Shares via Vanguard Joint Retirement | Purchase | Joint | $50K – $100K | annual |
| 2025-03-10 | T. Rowe Price Value Fund - I Class via IRA | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-03-10 | T. Rowe Price Dividend Growth Fund - I Class via IRA | Sale (Partial) | Self | $15K – $50K | annual |
| 2025-03-10 | Franklin High Income Fund Advisor Class via IRA | Purchase | Self | $50K – $100K | annual |
| 2025-03-10 | JPMorgan Equity Premium Income ETF via E*Trade Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2025-03-10 | Franklin Municipal Green Bond ETF via E*Trade Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2025-03-10 | Franklin Dynamic Municipal Bond ETF via E*Trade Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2025-03-10 | First Trust Municipal High Income ETF via E*Trade Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2025-03-07 | Vanguard S&P Mid-Cap 400 ETF via Vanguard Joint Retirement | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2025-03-07 | Vanguard S&P 500 ETF via Vanguard Joint Retirement | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2025-03-07 | Vanguard Large-Cap ETF via Vanguard Joint Retirement | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2025-03-07 | Vanguard High-Yield Tax-Exempt Fund Admiral Shares via Vanguard Joint Retirement | Purchase | Joint | $100K – $250K | annual |
| 2025-03-07 | Vanguard High Dividend Yield ETF via Vanguard Joint Retirement | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2025-03-07 | Vanguard Financials ETF via Vanguard Joint Retirement | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2025-03-07 | Vanguard ESG U.S. Stock ETF via Vanguard Joint Retirement | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2025-03-07 | Vanguard Div Appreciation ETF via Vanguard Joint Retirement | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2025-03-07 | Galliard Stable Return Fund C via Spouse 401K | Purchase | Spouse | $15K – $50K | annual |
| 2025-03-07 | BlackRock Inflation Protected Bond Portfolio - Institutional via Spouse 401K | Purchase | Spouse | $15K – $50K | annual |
| 2025-03-07 | Lord Abbett Short Duration Income Class R5 via Spouse 401K | Purchase | Spouse | $15K – $50K | annual |
| 2025-03-07 | EuroPacific Growth Fund Cl R-6 via Spouse 401K | Purchase | Spouse | $50K – $100K | annual |
| 2025-03-07 | T. Rowe Price Value Fund - I Class via IRA | Sale (Partial) | Self | $50K – $100K | annual |
| 2025-03-07 | T. Rowe Price Dividend Growth Fund - I Class via IRA | Sale (Partial) | Self | $50K – $100K | annual |
| 2025-03-07 | Franklin High Income Fund Advisor Class via IRA | Purchase | Self | $50K – $100K | annual |
| 2025-03-07 | JPMorgan Large Cap Growth Fund R6 via Spouse 401K | Sale (Partial) | Spouse | $50K – $100K | annual |
| 2025-03-07 | Franklin Small -Mid Cap Growth Fund Advisor Class via Franklin Templeton Joint Retirement | Sale (Partial) | Joint | $15K – $50K | annual |
| 2025-03-07 | Franklin Rising Dividends Fund Advisor Class via Franklin Templeton Joint Retirement | Sale (Partial) | Joint | $15K – $50K | annual |
| 2025-03-07 | Franklin Income Fund Advisor Class via Franklin Templeton Joint Retirement | Purchase | Joint | $100K – $250K | annual |
| 2025-03-07 | Franklin Growth Fund Advisor Class via Franklin Templeton Joint Retirement | Sale (Partial) | Joint | $15K – $50K | annual |
| 2025-03-06 | Galliard Stable Return Fund C via Spouse 401K | Purchase | Spouse | $100K – $250K | annual |
| 2025-03-06 | BlackRock Inflation Protected Bond Portfolio - Institutional via Spouse 401K | Purchase | Spouse | $100K – $250K | annual |
| 2025-03-06 | Lord Abbett Short Duration Income Class R5 via Spouse 401K | Purchase | Spouse | $100K – $250K | annual |
| 2025-03-06 | Mutual Shares Corporation Cl Z via Franklin Templeton Joint Retirement | Sale (Partial) | Joint | $15K – $50K | annual |
| 2025-03-06 | Principal SmallCap S&P 600 Index Separate Account (-) via Spouse 401K | Sale (Full) | Spouse | $50K – $100K | annual |
| 2025-03-06 | Principal MidCap Separate Account (-) via Spouse 401K | Sale (Full) | Spouse | $50K – $100K | annual |
| 2025-03-06 | Principal Global Investors LargeCap S&P 500 Index (-) via Spouse 401K | Sale (Partial) | Spouse | $500K – $1.0M | annual |
| 2025-03-06 | PIMCO Income Fund Insti Class via Spouse 401K | Purchase | Spouse | $100K – $250K | annual |
| 2025-03-06 | Franklin Small -Mid Cap Growth Fund Advisor Class via Franklin Templeton Joint Retirement | Sale (Partial) | Joint | $15K – $50K | annual |
| 2025-03-06 | Franklin Rising Dividends Fund Advisor Class via Franklin Templeton Joint Retirement | Sale (Partial) | Joint | $15K – $50K | annual |
| 2025-03-06 | Franklin Mutual U.S. Mid Cap Value Fund - Advisor Class via Franklin Templeton Joint Retirement | Sale (Partial) | Joint | $15K – $50K | annual |
| 2025-03-06 | Franklin Growth Fund Advisor Class via Franklin Templeton Joint Retirement | Sale (Partial) | Joint | $50K – $100K | annual |
| 2025-03-06 | Franklin California High Yield Muni Fd Advisor Class via Franklin Templeton Joint Retirement | Purchase | Joint | $250K – $500K | annual |
| 2025-03-06 | FIST Equity Income Fund - Advisor Class via Franklin Templeton Joint Retirement | Sale (Partial) | Joint | $15K – $50K | annual |
| 2025-03-05 | Vanguard S&P Mid-Cap 400 ETF via Vanguard Joint Retirement | Sale (Partial) | Joint | $50K – $100K | annual |
| 2025-03-05 | Vanguard S&P 500 ETF via Vanguard Joint Retirement | Sale (Partial) | Joint | $50K – $100K | annual |
| 2025-03-05 | Vanguard Large-Cap ETF via Vanguard Joint Retirement | Sale (Partial) | Joint | $50K – $100K | annual |
| 2025-03-05 | Vanguard High-Yield Tax-Exempt Fund Admiral Shares via Vanguard Joint Retirement | Purchase | Joint | $100K – $250K | annual |
| 2025-03-05 | Vanguard High Dividend Yield ETF via Vanguard Joint Retirement | Sale (Partial) | Joint | $50K – $100K | annual |
| 2025-03-05 | Vanguard Financials ETF via Vanguard Joint Retirement | Sale (Partial) | Joint | $50K – $100K | annual |
| 2025-03-05 | Vanguard ESG U.S. Stock ETF via Vanguard Joint Retirement | Sale (Partial) | Joint | $50K – $100K | annual |
| 2025-03-05 | Vanguard Div Appreciation ETF via Vanguard Joint Retirement | Sale (Partial) | Joint | $50K – $100K | annual |
| 2025-03-05 | T. Rowe Price Dividend Growth Fund - I Class via IRA | Sale (Partial) | Self | $50K – $100K | annual |
| 2025-03-05 | T. Rowe Price Blue Chip Growth Fund - I Class via IRA | Sale (Full) | Self | $15K – $50K | annual |
| 2025-03-05 | Franklin High Income Fund Advisor Class via IRA | Purchase | Self | $50K – $100K | annual |
| 2025-03-05 | State Street SPDR Dow Jones Industrial Average ETF Trust via E*Trade Brokerage Account | Sale (Partial) | Joint | $15K – $50K | annual |
| 2025-03-04 | Vanguard S&P Mid-Cap 400 ETF via Vanguard Joint Retirement | Sale (Partial) | Joint | $100K – $250K | annual |
| 2025-03-04 | Vanguard S&P 500 ETF via Vanguard Joint Retirement | Sale (Partial) | Joint | $100K – $250K | annual |
| 2025-03-04 | Vanguard Large-Cap ETF via Vanguard Joint Retirement | Sale (Partial) | Joint | $100K – $250K | annual |
| 2025-03-04 | Vanguard High-Yield Tax-Exempt Fund Admiral Shares via Vanguard Joint Retirement | Purchase | Joint | $50K – $100K | annual |
| 2025-03-04 | Vanguard High Dividend Yield ETF via Vanguard Joint Retirement | Sale (Partial) | Joint | $50K – $100K | annual |
| 2025-03-04 | Vanguard ESG U.S. Stock ETF via Vanguard Joint Retirement | Sale (Partial) | Joint | $250K – $500K | annual |
| 2025-03-04 | Vanguard Div Appreciation ETF via Vanguard Joint Retirement | Sale (Partial) | Joint | $50K – $100K | annual |
| 2025-03-04 | Galliard Stable Return Fund C via Spouse 401K | Purchase | Spouse | $100K – $250K | annual |
| 2025-03-04 | Lord Abbett Short Duration Income Class R5 via Spouse 401K | Purchase | Spouse | $100K – $250K | annual |
| 2025-03-04 | T. Rowe Price Value Fund - I Class via IRA | Sale (Partial) | Self | $50K – $100K | annual |
| 2025-03-04 | T. Rowe Price Dividend Growth Fund - I Class via IRA | Sale (Partial) | Self | $15K – $50K | annual |
| 2025-03-04 | T. Rowe Price Blue Chip Growth Fund - I Class via IRA | Sale (Partial) | Self | $15K – $50K | annual |
| 2025-03-04 | Mutual Shares Corporation Cl Z via Franklin Templeton Joint Retirement | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2025-03-04 | Mutual Global Discovery Fund Class Z via Franklin Templeton Joint Retirement | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2025-03-04 | Principal MidCap Separate Account (-) via Spouse 401K | Sale (Partial) | Spouse | $100K – $250K | annual |
| 2025-03-04 | Principal Global Investors LargeCap S&P 500 Index (-) via Spouse 401K | Sale (Partial) | Spouse | $500K – $1.0M | annual |
| 2025-03-04 | Principal Fds, Inc. Core Plus Bond Fund, Class A via Spouse 401K | Purchase | Spouse | $50K – $100K | annual |
| 2025-03-04 | Principal Fds, Inc. Bond Market Index Class R-3 via Spouse 401K | Purchase | Spouse | $100K – $250K | annual |
| 2025-03-04 | PIMCO Income Fund Insti Class via Spouse 401K | Purchase | Spouse | $100K – $250K | annual |
| 2025-03-04 | JPMorgan Large Cap Growth Fund R6 via Spouse 401K | Sale (Partial) | Spouse | $50K – $100K | annual |
| 2025-03-04 | State Street SPDR Dow Jones Industrial Average ETF Trust via E*Trade Brokerage Account | Sale (Partial) | Joint | $50K – $100K | annual |
| 2025-03-04 | Franklin Small -Mid Cap Growth Fund Advisor Class via Franklin Templeton Joint Retirement | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2025-03-04 | Franklin Rising Dividends Fund Advisor Class via Franklin Templeton Joint Retirement | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2025-03-04 | Franklin Mutual U.S. Mid Cap Value Fund - Advisor Class via Franklin Templeton Joint Retirement | Sale (Partial) | Joint | $15K – $50K | annual |
| 2025-03-04 | Franklin Mutual U.S. Mid Cap Value Fund - Advisor Class via Franklin Templeton Joint Retirement | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2025-03-04 | Franklin Growth Fund Advisor Class via Franklin Templeton Joint Retirement | Sale (Partial) | Joint | $50K – $100K | annual |
| 2025-03-04 | Franklin California High Yield Muni Fd Advisor Class via Franklin Templeton Joint Retirement | Purchase | Joint | $500K – $1.0M | annual |
| 2025-03-04 | FIST Equity Income Fund - Advisor Class via Franklin Templeton Joint Retirement | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2025-03-04 | Amplify CWP Enhanced Dividend Income ETF via E*Trade Brokerage Account | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2025-03-03 | Galliard Stable Return Fund C via Spouse 401K | Purchase | Spouse | $15K – $50K | annual |
| 2025-03-03 | Lord Abbett Short Duration Income Class R5 via Spouse 401K | Purchase | Spouse | $15K – $50K | annual |
| 2025-03-03 | Principal SmallCap S&P 600 Index Separate Account (-) via Spouse 401K | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2025-03-03 | Principal MidCap Separate Account (-) via Spouse 401K | Sale (Partial) | Spouse | $15K – $50K | annual |
| 2025-03-03 | Principal Global Investors LargeCap S&P 500 Index (-) via Spouse 401K | Sale (Partial) | Spouse | $250K – $500K | annual |
| 2025-03-03 | Principal Funds, Inc. Principal LifeTime Hybrid Income Fund, Institutional Class via Spouse 401K | Purchase | Spouse | $50K – $100K | annual |
| 2025-03-03 | Principal Fds, Inc. Core Plus Bond Fund, Class A via Spouse 401K | Purchase | Spouse | $50K – $100K | annual |
| 2025-03-03 | Principal Fds, Inc. Bond Market Index Class R-3 via Spouse 401K | Purchase | Spouse | $50K – $100K | annual |
| 2025-03-03 | PIMCO Income Fund Insti Class via Spouse 401K | Purchase | Spouse | $50K – $100K | annual |
| 2025-03-03 | JPMorgan Large Cap Growth Fund R6 via Spouse 401K | Sale (Partial) | Spouse | $50K – $100K | annual |
What their office spends
What Castor'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): $1,907,470 over the last 4 quarters, 81% 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 '26 | $377,964 | $51,770 | $59,057 | $1,750 | $34,313 | $524,853 |
| Q1 '26 | $378,741 | $18,371 | $41,778 | $1,143 | $23,751 | $463,784 |
| Q4 '25 | $407,165 | $2,992 | $50,760 | $155 | $23,008 | $484,079 |
| Q3 '25 | $387,388 | $7,211 | $28,077 | $865 | $11,212 | $434,753 |
| Q2 '25 | $387,458 | $21,208 | $57,169 | $4,784 | $24,287 | $494,908 |
| Q1 '25 | $382,057 | $8,535 | $30,822 | $449 | $12,907 | $434,769 |
| Q4 '24 | $377,694 | $27,410 | $61,769 | $3,547 | $33,599 | $504,019 |
| Q3 '24 | $370,111 | $14,024 | $29,032 | $111,885 | $14,172 | $539,224 |
| Q2 '24 | $376,863 | $21,131 | $29,015 | $26,262 | $19,852 | $473,123 |
| Q1 '24 | $378,428 | $17,363 | $30,911 | $57,978 | $18,871 | $503,551 |
| Q4 '23 | $383,013 | $11,126 | $33,107 | $454 | $19,046 | $446,746 |
| Q3 '23 | $347,290 | $17,735 | $29,571 | $468 | $13,421 | $408,485 |
| Q2 '23 | $342,857 | $21,617 | $40,383 | $83,633 | $14,661 | $503,150 |
| Q1 '23 | $334,584 | $12,331 | $32,145 | $274 | $22,472 | $401,806 |
| Q4 '22 | $316,177 | $9,536 | $20,182 | $21,400 | $21,382 | $388,676 |
| Q3 '22 | $307,219 | $10,943 | $24,735 | $104,852 | $23,796 | $471,544 |
| Q2 '22 | $306,686 | $13,918 | $36,955 | $88,771 | $19,112 | $465,441 |
| Q1 '22 | $283,235 | $8,215 | $25,381 | $603 | $21,303 | $338,737 |
| Q4 '21 | $278,001 | $10,401 | $30,870 | $63,449 | $19,880 | $402,600 |
| Q2 '21 | $278,774 | $1,355 | $17,609 | $77,667 | $9,705 | $385,110 |
| Q1 '21 | $270,944 | $2,564 | $19,261 | $206 | $16,042 | $309,017 |
Who the office paid
Each person on the office's payroll, by what they were paid in Q3 2025–Q2 2026, as the House publishes it (a title's "other compensation" counted with it).
Hopkins Lara S
Chief of Staff
$171,780
Blalock Nora C
Deputy Chief of Staff/legislat
$128,068
Mejia Marcia
District Director
$117,303
Rhoden Steven J.
Communications Director
$94,551
Jackson Christopher T.
Energy Policy Advisor
$92,575
Angotti Steven S
Director of Constituent Servic
$82,746
Gonzalez Damaris
Constituent Services Represent
$77,506
Fernandez Tania
Constituent Services Represent
$77,506
Kelsaw Capreece S.
Legislative Assistant
$77,296
Clark-Murrieta Daniela M.
Legislative Assistant
$74,146
All 49
| Name | Title | Paid | Quarters |
|---|---|---|---|
| Hopkins Lara S | Chief of Staff | $171,780 | 4 |
| Blalock Nora C | Deputy Chief of Staff/legislat | $128,068 | 4 |
| Mejia Marcia | District Director | $117,303 | 4 |
| Rhoden Steven J. | Communications Director | $94,551 | 4 |
| Jackson Christopher T. | Energy Policy Advisor | $92,575 | 4 |
| Angotti Steven S | Director of Constituent Servic | $82,746 | 4 |
| Gonzalez Damaris | Constituent Services Represent | $77,506 | 4 |
| Fernandez Tania | Constituent Services Represent | $77,506 | 4 |
| Kelsaw Capreece S. | Legislative Assistant | $77,296 | 4 |
| Clark-Murrieta Daniela M. | Legislative Assistant | $74,146 | 4 |
| Martinez-Cartagena Charles B. | Dist Operations Director · District Operations Manager · Grants & Outreach Coordinator | $70,604 | 4 |
| Saintil Sean D. | Constituent Services & Field R | $69,122 | 4 |
| Brown Mackenzie T. | Operations Director | $61,369 | 3 |
| Paddack Cody | Staff Assistant · Legislative Correspondent | $58,679 | 4 |
| Lambert Rashahra T. | District Advisor | $53,950 | 3 |
| Devitt Sydney | Digital Manager/press Sec | $47,352 | 3 |
| Stephens Chelsea S. | Staff Assistant | $40,525 | 3 |
| Tout-Puissant Nathan P. | Staff Assistant | $29,967 | 3 |
| Ferguson Jordyn S. | Digital Manager | $24,375 | 2 |
| Carnegie Jamison | Outreach Coordinator | $23,058 | 2 |
| Catano Perez Julian C. | Legislative Correspondent | $14,162 | 1 |
| Rodriguez-Saenz Maria P. | Scheduler | $11,556 | 1 |
| Efthymiou Sofia M. | Paid Intern - House Program | $6,680 | 2 |
| Cave Elizabeth R. | Paid Intern - House Program | $5,730 | 2 |
| Ferland Kathleen S. | Shared Employee | $4,078 | 1 |
| Saxour Brandon J. | Paid Intern - House Program | $3,688 | 2 |
| Zams Kelly L | Shared Employee | $3,212 | 2 |
| Kranjc Kade I. | Paid Intern - House Program | $2,946 | 2 |
| Smith Jamar B. | District Office Paid Intern - | $2,835 | 2 |
| Morgan Lila S. | District Office Paid Intern - | $2,835 | 2 |
| Naidu Anamika | Paid Intern - House Program | $2,603 | 1 |
| Carranza Bryce D. | Paid Intern - House Program | $2,379 | 2 |
| Anderson Abigail C. | District Office Paid Intern - | $2,148 | 2 |
| Tuttle Brooke L. | Paid Intern - House Program | $2,052 | 1 |
| Thiam Ndeye M. | Paid Intern - House Program | $1,876 | 2 |
| Sleiman Lana | Paid Intern - House Program | $1,515 | 1 |
| Cann-Gudat George H. | Paid Intern - House Program | $1,189 | 2 |
| Signorello Mason O. | Paid Intern - House Program | $1,168 | 2 |
| Danzi Caroline | Paid Intern - House Program | $950 | 1 |
| Sutton Benjamin J. | Paid Intern - House Program | $875 | 1 |
| Gomes Velasquez Karen | Paid Intern - House Program | $875 | 1 |
| Rivera Figueroa Paola A. | District Office Paid Intern - | $823 | 1 |
| Nestor Maryclare G. | District Office Paid Intern - | $823 | 1 |
| Mataele Emaya I. | District Office Paid Intern - | $728 | 1 |
| Maeda Lisa M. | District Office Paid Intern - | $728 | 1 |
| Lehockey Sean M. | Paid Intern - House Program | $111 | 1 |
| Khor Jadon J. | Paid Intern - House Program | $99 | 1 |
| Kopec Laura A. | Paid Intern - House Program | $57 | 1 |
| Burdge Sophia F. | Paid Intern - House Program | $57 | 1 |
Private funds
2private 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.
Galliard Stable Return Fund C
13 trades
$6.9M
Principal Global Investors LargeCap S&P 500 Index (-)
32 trades
$6.8M
All 2, 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 | Manager | Formed | Kind | Minimum | Investors | First sale | They bought | Traded | Held |
|---|---|---|---|---|---|---|---|---|---|
| Galliard Stable Return Fund C | 2025-03-03 | $1.5M – $6.2M | $1.0M – $5.0M | ||||||
| Principal Global Investors LargeCap S&P 500 Index (-) | 2023-02-21 | $2.4M – $5.2M | $1.0M – $5.0M |
How their trades did
Each of Castor's trades in a company's stock, priced on its trade date and again 30 and 90 days later, less what the S&P 500 did over the same days; a sale counts the other way. 15 of their trades could be priced (ETFs, funds and since-delisted stocks can't). Their average is within what chance gives. Every member, compared.
- the same trades on other days (95% of the time)
- their average against the market
-10%-5.0%0+5.0%+10%
30 days later
15 trades · 60% beat the market
+1.2%
90 days later
15 trades · 33% beat the market
+0.3%
Their trades as a fund
Each purchase buys the middle of its amount band, each sale sells it, from Jan 4, 2021: 16.3% a year against the S&P 500's 14.6%; copying the reports, 14.2%. Their timing is within what chance gives (the same stocks, in the same order, moved by up to a year). The House ETF.
- Their trades
- Copying the reports
- S&P 500
Best timed
- Bought Berkshire Hathaway Inc. New (BRK-B) 2021-04-09 · $1,001 – $15K · +8.3% against the market in 30 days, -2.0% in 90
- Bought Berkshire Hathaway Inc. New (BRK-B) 2021-02-01 · $1,001 – $15K · +8.3% against the market in 30 days, +10.2% in 90
- Bought Berkshire Hathaway Inc. New (BRK-B) 2021-04-13 · $1,001 – $15K · +8.0% against the market in 30 days, -1.3% in 90
Worst timed
- Bought Berkshire Hathaway Inc. New (BRK-B) 2021-05-21 · $1,001 – $15K · -5.5% against the market in 30 days, -7.3% in 90
- Bought Berkshire Hathaway Inc. New (BRK-B) 2021-06-14 · $1,001 – $15K · -4.8% against the market in 30 days, -6.6% in 90
- Sold Berkshire Hathaway Inc. New (BRK-B) 2024-07-15 · $15K – $50K · -4.1% against the market in 30 days, -1.5% in 90
Financial disclosures
16 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 24, 2026 | Annual Report for 2025 | 358 |
| May 14, 2026 | Extension for 2025 | — |
| May 15, 2025 | Annual Report for 2024 | 283 |
| Jul 15, 2024 | Periodic Transaction Report | 1 |
| May 10, 2024 | Annual Report for 2023 | 151 |
| Mar 28, 2024 | Periodic Transaction Report | 1 |
| May 24, 2023 | Annual Report for 2022 | 156 |
| May 11, 2023 | Extension for 2022 | — |
| May 19, 2022 | Annual Report for 2021 | 228 |
| May 13, 2022 | Extension for 2021 | — |
| Jul 29, 2021 | Periodic Transaction Report | 0 |
| Jul 27, 2021 | Periodic Transaction Report | 0 |
| Jun 14, 2021 | Periodic Transaction Report | 0 |
| Apr 14, 2021 | Periodic Transaction Report | 0 |
| Feb 18, 2021 | Periodic Transaction Report | 0 |
| Jan 4, 2021 | Periodic Transaction Report | 0 |
7 trades have 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, 2025 | 2025-07-05 | Global X NASDAQ 100 Covered Call ETF (QYLD) | Dated after the report was filed | Never amended |
| May 24, 2026 | 2024-03-04 | Vanguard Financials ETF (VFH) | Outside the year the report covers | Never amended |
| May 24, 2026 | 2024-12-12 | T. Rowe Price Dividend Growth Fund - I Class (PDGIX) | Outside the year the report covers | Never amended |
| May 24, 2026 | 2026-03-03 | BlackRock Inflation Protected Bond Portfolio - Institutional (BPRIX) | Outside the year the report covers | Never amended |
| May 24, 2026 | 2026-03-04 | BlackRock Inflation Protected Bond Portfolio - Institutional (BPRIX) | Outside the year the report covers | Never amended |
| May 24, 2026 | 2026-03-07 | Driehaus Emerging Markets Growth Fund Institutional Share Class (DIEMX) | Outside the year the report covers | Never amended |
| May 24, 2026 | 2026-11-05 | T. Rowe Price Dividend Growth Fund - I Class (PDGIX) | Dated after the report was filed | Never amended |