Matt Cartwright D
Democratic representative for Pennsylvania (PA-8) (former), in the House since Jan 3, 2013.
Among all 440 members
Each dot is a member; Cartwright 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
$468
2023–24
$8.7M
2021–22
$5.4M
See the data
| Period | Raised | Individuals | PACs | Parties | Own money | Spent | Cash | Outside for | Outside against |
|---|---|---|---|---|---|---|---|---|---|
| 2025–26 | $468 | $0 | $0 | $0 | $0 | $89,241 | $1 | $95 | $0 |
| 2023–24 | $8,650,658 | $5,891,383 | $1,882,206 | $10,000 | $0 | $8,614,503 | $88,775 | $699,487 | $7,565,195 |
| 2021–22 | $5,364,344 | $3,507,613 | $1,548,849 | $14,568 | $0 | $5,482,589 | $52,620 | $221,449 | $6,589,896 |
FEC totals through Sep 30, 2026.
Who gives to them
Their itemized individual contributions (over $200 from a donor in an election cycle): from inside Pennsylvania versus everywhere else, each period.
- From Pennsylvania
- From out of state
2023–24
$5.2M
2021–22
$1.3M
Where it came from
- Less
- More
- Their state
Their donors' employers
Employers as donors wrote them, 2021 on (retired and not employed donors aside).
GENTEX CORPORATION
$45K
NO EMPLOYER
$20K
FELLERMAN & CIARIMBOLI
$16K
BOEING
$16K
LIBERTY TRUCK CENTER
$14K
SCHUSTERMAN FAMILY PHILANTHROPIES
$13K
METIER LAW FIRM LLC
$13K
KRASNO KRASNO AND ONWUDINJO
$12K
JANE STREET
$12K
BLUESTEM ASSET MANAGEMENT LLC
$12K
O DONNELL LAW OFFICES
$12K
METIER LAW FIRM
$12K
The largest donors, and the numbers
| Period | Itemized | Contributions | From PA | Retired donors |
|---|---|---|---|---|
| 2023–24 | $5,228,240 | 7,350 | 30% | 7% |
| 2021–22 | $1,285,369 | 2,198 | 39% | 5% |
| Donor | Where | Employer, occupation | Total |
|---|---|---|---|
| DARLING, MARTHA | ANN ARBOR, MI | NOT EMPLOYED, RETIRED | $15,700 |
| BILLS, MICHAEL D | CHARLOTTESVILLE, VA | BLUESTEM ASSET MANAGEMENT LLC, FOUNDER AND CHIEF INVESTMENT OFFICER | $12,400 |
| KARPLUS, BARBARA | NEWBURY PARK, CA | SELF, TAX PRACTITIONER | $12,400 |
| KELLNER, PETER | NANTUCKET, MA | NOT EMPLOYED, NOT EMPLOYED | $12,400 |
| KRASNO, JASON ESQ. | PHILADELPHIA, PA | KRASNO KRASNO AND ONWUDINJO, LAWYER | $12,400 |
| MINSKY, YARON | NEW YORK, NY | JANE STREET, PROGRAMMER | $12,400 |
| REASONOVER, KIRK ESQ. | NEW ORLEANS, LA | REASONOVER AND BERG, ATTORNEY | $12,400 |
| STEWARD, KATY JO | VASHON, WA | SELF, ATTORNEY | $12,400 |
| WOMER, ROD | NEWBURY PARK, CA | RETIRED, RETIRED | $12,400 |
| CHEONG-LEEN, REGINALD | MATAMORAS, PA | NOT EMPLOYED, NOT EMPLOYED | $9,900 |
| PAPANTONIO, MIKE | PENSACOLA, FL | LEVIN, PAPANTONIO, THOMAS, MITCHELL, E, ATTORNEY | $9,900 |
| COLLINS, ROBERT L ESQ. | HOUSTON, TX | SELF, ATTORNEY | $8,994 |
| COHEN, CHARLES | PITTSTON, PA | BENCO DENTAL COMPANY, BUSINESS OWNER | $7,800 |
| IRVIN, ROBERT W | RADNOR, PA | $7,800 | |
| PATEL, ALPESH | DUNMORE, PA | AL'S QUICK STOP, SELF EMPLOYED | $7,700 |
| OMENN, GILBERT | ANN ARBOR, MI | UNIV OF MICHIGAN, PHYSICIAN SCIENTIST | $6,850 |
| BURNS, ELIZABETH A. | JEFFERSON TOWNSHIP, PA | NOT EMPLOYED, NOT EMPLOYED | $6,800 |
| SOSNICK, AARON | RENO, NV | ART ADVISORS LLC, FUND MANAGEMENT | $6,692 |
| ABRAMSON, ANNE | WASHINGTON, DC | NOT EMPLOYED, NOT EMPLOYED | $6,600 |
| AULAKH, SIMRAT KAUR | WAVERLY, PA | LIBERTY TRUCK CENTER, VICE PRESIDENT | $6,600 |
| BAILEY, PAULETTE | NEW YORK, NY | NOT EMPLOYED, NOT EMPLOYED | $6,600 |
| BAKER, BRENDA | LOS ALTOS, CA | NOT EMPLOYED, NOT EMPLOYED | $6,600 |
| BROCHU, KAYLA | WASHINGTON, DC | GWU/PRIVATE PRACTICE, PROFESSOR /ATTORNEY | $6,600 |
| CROWN, LESTER | CHICAGO, IL | HENRY CROWN COMPANY, PRESIDENT | $6,600 |
| DOLHANSKY, BARBARA | POCONO LAKE, PA | NOT EMPLOYED, NOT EMPLOYED | $6,600 |
Their biggest PAC and party givers
CONGRESSIONAL PROGRESSIVE CAUCUS PAC
$22K
$22K
$20K
All 25
| Committee | Connected organization | Total | Gifts |
|---|---|---|---|
| CONGRESSIONAL PROGRESSIVE CAUCUS PAC | NONE | $22,499 | 8 |
| JSTREETPAC | J STREET | $21,700 | 27 |
| NATIONAL WEATHER SERVICE EMPLOYEES ORGANIZATION POLITICAL ACTION COMMITTEE | NATIONAL WEATHER SERVICE EMPLOYEES ORGANIZATION POLITICAL ACTION COMMITTEE | $21,000 | 14 |
| GENTEX CORPORATION POLITICAL ACTION COMMITTEE; THE | GENTEX CORPORATION POLITICAL ACTION COMMITTEE; THE | $20,262 | 5 |
| UNITED STEELWORKERS POLITICAL ACTION FUND | USW WORKS | $20,000 | 4 |
| UNITED MINE WORKERS OF AMERICA - COAL MINERS POLITICAL ACTION COMMITTEE | UNITED MINE WORKERS OF AMERICA - COAL MINERS POLITICAL ACTION COMMITTEE | $20,000 | 17 |
| UNITED FOOD AND COMMERCIAL WORKERS INTERNATIONAL UNION ACTIVE BALLOT CLUB | UNITED FOOD AND COMMERCIAL WORKERS INTERNATIONAL UNION | $20,000 | 4 |
| UA UNION PLUMBERS & PIPEFITTERS VOTE! PAC (UNITED ASSOCIATION OF JOURNEYMEN AND APPRENTICES OF THE PLUMBING & PIPEFITTING INDUSTRY OF THE UNITED STATES AND CANADA) | PLUMBERS & STEAMFITTERS LOCAL 22 PAC INC | $20,000 | 4 |
| THE COUNCIL OF INSURANCE AGENTS & BROKERS POLITICAL ACTION COMMITTEE | COUNCIL OF INSURANCE AGENTS & BROKERS | $20,000 | 6 |
| THE BOEING COMPANY POLITICAL ACTION COMMITTEE | THE BOEING COMPANY | $20,000 | 18 |
| SPACE EXPLORATION TECHNOLOGIES CORP. PAC | SPACE EXPLORATION TECHNOLOGIES CORP. | $20,000 | 5 |
| SHEET METAL & AIR CONDITIONING CONTRACTORS' NATIONAL ASSOC., INC. POLITICAL ACTION COMMITTEE | $20,000 | 9 | |
| SEIU COPE (SERVICE EMPLOYEES INTERNATIONAL UNION COMMITTEE ON POLITICAL EDUCATION) | SERVICE EMPLOYEES INTERNATIONAL UNION | $20,000 | 5 |
| PPL CORPORATION PEOPLE FOR GOOD GOVERNMENT | LG&E - KU POLITICAL ACTION COMMITTEE | $20,000 | 11 |
| NEW YORK LIFE INSURANCE COMPANY POLITICAL ACTION COMMITTEE | NEW YORK LIFE INSURANCE COMPANY | $20,000 | 5 |
| NEA FUND FOR CHILDREN AND PUBLIC EDUCATION | NATIONAL EDUCATION ASSOCIATION | $20,000 | 6 |
| NATIONAL AUTOMOBILE DEALERS ASSOCIATION POLITICAL ACTION COMMITTEE | NATIONAL AUTOMOBILE DEALERS ASSOCIATION | $20,000 | 5 |
| NATIONAL ASSOCIATION OF LETTER CARRIERS OF U.S.A. POLITICAL FUND (LETTER CARRIER POLITICAL FUND) | BRANCH 193 NATIONAL ASSOCIATION OF LETTER CARRIERS POLITICAL ACTION COMMITTEE | $20,000 | 5 |
| NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION PAC | NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION | $20,000 | 11 |
| NATIONAL ACTIVE AND RETIRED FEDERAL EMPLOYEES ASSOCIATION POLITICAL ACTION COM (NARFE-PAC) | NATIONAL ACTIVE AND RETIRED FEDERAL EMPLOYEES ASSOCIATION (NARFE) | $20,000 | 16 |
| MEDICARE FOR ALL | JAYAPAL | $20,000 | 6 |
| MACHINISTS NON PARTISAN POLITICAL LEAGUE OF THE INTERNATIONAL ASSOCIATION OF MACHINISTS & AEROSPACE WORKERS | INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS | $20,000 | 4 |
| LOCKHEED MARTIN CORPORATION EMPLOYEES' POLITICAL ACTION COMMITTEE | LOCKHEED MARTIN CORPORATION | $20,000 | 18 |
| KEYSTONE AMERICA PAC | $20,000 | 6 | |
| JOBS, EDUCATION, & FAMILIES FIRST JEFF PAC | JEFFRIES | $20,000 | 6 |
Outside spending for and against them
- Against them
- For them
All of it
$15.1M
Who spent it
CONGRESSIONAL LEADERSHIP FUND
$9.3M
NRCC
$4.3M
RJC VICTORY FUND
$436K
HMP
$300K
FOR OUR FUTURE
$201K
AMERICANS FOR PROSPERITY ACTION, INC. (AFP ACTION) DBA CVA ACTION AND DBA LIBRE ACTION
$110K
NATIONAL ASSOCIATION OF REALTORS POLITICAL ACTION COMMITTEE
$79K
WORKING AMERICA
$54K
CLIMATE POWER ACTION
$52K
LCV VICTORY FUND
$51K
SEIU COPE (SERVICE EMPLOYEES INTERNATIONAL UNION COMMITTEE ON POLITICAL EDUCATION)
$47K
PRO PAC
$38K
See the data
| Spender | For or against | Total | Reports |
|---|---|---|---|
| CONGRESSIONAL LEADERSHIP FUND | against | $9,319,982 | 79 |
| NRCC | against | $4,282,914 | 27 |
| RJC VICTORY FUND | against | $436,470 | 2 |
| HMP | for | $299,882 | 12 |
| FOR OUR FUTURE | for | $201,431 | 31 |
| AMERICANS FOR PROSPERITY ACTION, INC. (AFP ACTION) DBA CVA ACTION AND DBA LIBRE ACTION | against | $109,970 | 10 |
| NATIONAL ASSOCIATION OF REALTORS POLITICAL ACTION COMMITTEE | for | $78,590 | 7 |
| WORKING AMERICA | for | $54,184 | 16 |
| CLIMATE POWER ACTION | for | $52,060 | 11 |
| LCV VICTORY FUND | for | $51,174 | 8 |
| SEIU COPE (SERVICE EMPLOYEES INTERNATIONAL UNION COMMITTEE ON POLITICAL EDUCATION) | for | $46,950 | 5 |
| PRO PAC | for | $38,000 | 1 |
| NEXTGEN CLIMATE ACTION COMMITTEE | for | $36,268 | 3 |
| MAKE THE ROAD ACTION INDEPENDENT EXPENDITURE COMMITTEE | for | $21,875 | 2 |
| GET OUT THE VOTE PAC | for | $12,844 | 5 |
| INDIVISIBLE ACTION | for | $7,852 | 12 |
| CATHOLICVOTE.ORG | against | $5,000 | 1 |
| DEMOCRATIC JEWISH OUTREACH PA | for | $4,301 | 14 |
| LATINO VICTORY FUND | for | $2,625 | 1 |
| ACTION TOGETHER NEPA INC. | for | $2,587 | 5 |
| WOMEN SPEAK OUT PAC | for | $1,970 | 1 |
| BLUE AMERICA PAC INDEPENDENT EXPENDITURE COMMITTEE | for | $1,441 | 4 |
| DMFI PAC | for | $1,165 | 1 |
| FOOD AND WATER ACTION PAC | for | $1,013 | 11 |
| BLUEVOTE.ORG | for | $915 | 4 |
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).
$72K
All 25
Earmarks they asked for
Congressionally directed spending enacted at their request, alone or with others: 40 earmarks, $87.6M. 4 went to an organization whose employees gave to Cartwright's campaigns ($20.5M).
- To an organization whose employees gave to them
- To one whose lobbying firm's lobbyists gave to them
- Other earmarks
FY 2024
$15.4M
FY 2023
$52.7M
FY 2022
$19.6M
Against chance: set beside the earmarks other members of their state's delegation asked for on their own, in the same year and account, 2 of the 36 of theirs went to their donors' employers; chance gives about 1: about what chance gives (a little more, within chance).
The largest
Workforce Development, Applied Research and Outreach Center in Health, Science and Cybersecurity The University of Scranton
Department of Commerce · its employees gave $3,900
$16.6M
The Scranton Police Department Community Policing Technology and Equipment Initiative City of Scranton
Department of Justice
$3.5M
Wyoming Valley Sanitary Authority for Stream Restorations and Stormwater Basin Retrofit
Environmental Protection Agency
$3.5M
Wyoming Valley Sanitary Authority for Restoration, Retrofits, and Acquisition Projects
Environmental Protection Agency
$3.5M
Milford Borough for a Central Sewage and Stormwater Project
Environmental Protection Agency
$3.5M
Pocono Mountains Municipal Airport (MPO) T-Hangar Building Construction
Department of Transportation
$3.0M
New American Theater & Project Share Redevelopment Authority of the City of Pittston
Department of Housing and Urban Development
$3.0M
Greenwood Hose Company/Moosic Borough, PA Joint Fire and Public Safety Station demolition and construction Moosic Borough
Department of Housing and Urban Development
$3.0M
Archbald Borough Municipal Complex Project Borough of Archbald
Department of Homeland Security
$3.0M
Marywood University
Department of Education
$2.6M
All 40
| Year | Recipient | Amount | Asked with | Its employees gave them | Its lobbying firm gave them |
|---|---|---|---|---|---|
| FY 2024 | Northeastern Pennsylvania Passenger Rail Restoration Project Pennsylvania Northeast Regional Railroad Authority Department of Transportation · Consolidated Rail Infrastructure and Safety Improvements · PA | $1,596,279 | |||
| FY 2024 | Lackawanna County Dam No. 5 and Spillway Rehabilitation Project Lackawanna County Department of Homeland Security · Federal Assistance—PDM · PA | $1,383,069 | $3,350, 4 donors | ||
| FY 2024 | Monroe County’s Safety First Network Project Monroe County Office of District Attorney Department of Justice · OJP–Byrne · PA | $1,009,000 | |||
| FY 2024 | Pocono, Section 219 Pocono, Section 219, PA U.S. Army Corps of Engineers Army Corps of Engineers · Construction · PA | $1,000,000 | |||
| FY 2024 | Lackawanna County Healthy Living and Wellness Center Lackawanna County Department of Health and Human Services Department of Agriculture · Rural Community Facilities Program Account · PA | $1,000,000 | |||
| FY 2024 | Terminal Expansion and Improvements at Wilkes-Barre/Scranton International Airport (AVP) Wilkes-Barre/Scranton International Airport Department of Transportation · Grants-in-Aid for Airports · PA | $980,000 | |||
| FY 2024 | Rehabilitation of Bridge on State Route 6 over Delaware River Rehabilitation of Bridge on State Route 6 over Delaware River PA Department of Transportation · Highway Infrastructure Programs · PA | $980,000 | |||
| FY 2024 | State Route 209 Hamilton West Resurfacing State Route 209 Hamilton West Resurfacing PA Department of Transportation · Highway Infrastructure Programs · PA | $980,000 | |||
| FY 2024 | Pennsylvania Engine for Plant Science Innovation (The Engine) Downtown Hazleton Alliance for Progress Department of Housing and Urban Development · Community Development Fund · PA | $980,000 | |||
| FY 2024 | Northeastern Pennsylvania Mobile STEM Education Lab Vytal Plant Science Research National Aeronautics and Space Administration · SSMS · PA | $963,000 | |||
| FY 2024 | Biomaterials Construction and Manufacturing Research Lackawanna College Department of Commerce · NIST–STRS (Scientific and Technical Research and Services) · PA | $963,000 | $750, 2 donors | ||
| FY 2024 | Equipment and Technology for The Newly Formed Wyoming Area Regional Police Department Wyoming Area Regional Police Department Department of Justice · OJP–Byrne · PA | $963,000 | |||
| FY 2024 | Lackawanna River Basin Sewer Authority for Clinton Township Wastewater Treatment Plant Clarifier Replacement Project Environmental Protection Agency · State and Tribal Assistance Grants—Clean Water State Revolving Fund · PA | $959,757 | |||
| FY 2024 | Wyoming Valley Sanitary Authority for East Interceptor Rehabilitation Project Environmental Protection Agency · State and Tribal Assistance Grants—Clean Water State Revolving Fund · PA | $959,757 | |||
| FY 2024 | City of Scranton Emergency Operations and Training Center City of Scranton Department of Homeland Security · Federal Assistance—EOC · PA | $637,195 | NOSSAMAN LLP ($1,200) | ||
| FY 2023 | Workforce Development, Applied Research and Outreach Center in Health, Science and Cybersecurity The University of Scranton Department of Commerce · Construction · PA | $16,623,000 | $3,900, 4 donors | ||
| FY 2023 | The Scranton Police Department Community Policing Technology and Equipment Initiative City of Scranton Department of Justice · OJP-Byrne · PA | $3,500,000 | NOSSAMAN LLP ($500) | ||
| FY 2023 | Wyoming Valley Sanitary Authority for Restoration, Retrofits, and Acquisition Projects Environmental Protection Agency · State and Tribal Assistance Grants - Clean Water State Revolving Fund · PA | $3,452,972 | |||
| FY 2023 | Milford Borough for a Central Sewage and Stormwater Project Environmental Protection Agency · State and Tribal Assistance Grants - Clean Water State Revolving Fund · PA | $3,452,972 | |||
| FY 2023 | Pocono Mountains Municipal Airport (MPO) T-Hangar Building Construction Department of Transportation · Grants-in-Aid for Airports · PA | $3,000,000 | |||
| FY 2023 | New American Theater & Project Share Redevelopment Authority of the City of Pittston Department of Housing and Urban Development · Community Development Fund · PA | $3,000,000 | |||
| FY 2023 | Archbald Borough Municipal Complex Project Borough of Archbald Department of Homeland Security · Federal Assistance - EOC · PA | $2,965,800 | |||
| FY 2023 | Marywood University Marywood University, Scranton, PA for healthcare workforce expansion programs, including equipment and scholarships Department of Education · Higher Education · PA | $2,607,464 | |||
| FY 2023 | Luzerne County Emergency Services Unit Luzerne County District Attorney's Office Department of Justice · OJP-Byrne · PA | $2,500,000 | |||
| FY 2023 | SR 590 Paving Project Department of Transportation · Highway Infrastructure Programs · PA | $2,400,000 | |||
| FY 2023 | Mayfield Borough Levee Upgrade Borough of Mayfield Department of Homeland Security · Federal Assistance - PDM · PA | $2,327,734 | |||
| FY 2023 | United Way of Wyoming Valley United Way of Wyoming Valley, Wilkes-Barre, PA for wraparound services and academic supports, including pre-K tuition stipends Department of Education · Elementary and Secondary Education · PA | $2,200,000 | |||
| FY 2023 | Maternal and Family Health Service, Inc. Maternal and Family Health Service, Inc., Wilkes-Barre, PA for improving access to social services for at-risk and low-income women, children and families Department of Health and Human Services · Administration for Children and Families · PA | $2,150,000 | |||
| FY 2023 | Friendship House Friendship House, Scranton, PA for facilities and equipment Department of Health and Human Services · Health Resources and Services Administration · PA | $1,500,000 | $440, 1 donor | ||
| FY 2023 | Scranton Neighborhood Housing Services, Inc. Scranton Neighborhood Housing Services, Inc., Scranton, PA for services including home repairs and modifications to support aging in place Department of Health and Human Services · Administration for Community Living · PA | $1,000,000 | |||
| FY 2022 | Wyoming Valley Sanitary Authority for Stream Restorations and Stormwater Basin Retrofit Environmental Protection Agency · State and Tribal Assistance Grants - Clean Water SRF · PA | $3,500,000 | |||
| FY 2022 | Greenwood Hose Company/Moosic Borough, PA Joint Fire and Public Safety Station demolition and construction Moosic Borough Department of Housing and Urban Development · Community Development Fund · PA | $3,000,000 | |||
| FY 2022 | City of Wilkes-Barre, Pennsylvania's Community Policing Technology and Equipment Initiative City of Wilkes-Barre Department of Justice · COPS Tech · PA | $2,100,000 | |||
| FY 2022 | Lackawanna College Lackawanna College, Scranton, PA for technical and vocational education program development, including equipment Department of Education · Higher Education · PA | $2,000,000 | |||
| FY 2022 | County of Wayne County of Wayne, Honesdale, PA for facilities and equipment Department of Health and Human Services · Health Resources and Services Administration (HRSA) · PA | $2,000,000 | |||
| FY 2022 | Lackawanna County Gun and Gang Reduction and Intelligence Project (GGRIP) Lackawanna County Government Department of Justice · Byrne · PA | $2,000,000 | |||
| FY 2022 | The Greater Scranton YMCA The Greater Scranton YMCA, Dunmore, PA for mental health and substance use disorder treatment services, including wraparound services Department of Health and Human Services · Substance Abuse and Mental Health Services Administration (SAMHSA) · PA | $1,850,000 | |||
| FY 2022 | Hazleton Integration Project Hazleton Integration Project, Hazleton, PA for a STEAM-based education program Department of Education · Elementary & Secondary Education · PA | $1,150,000 | |||
| FY 2022 | Project Elevate The Greater Wilkes-Barre Chamber of Business and Industry Project Elevate The Greater Wilkes-Barre Chamber of Business and Industry, Wilkes-Barre, PA Small Business Administration · Salaries and Expenses · PA | $1,000,000 | |||
| FY 2022 | Shared West End Emergency Services Facility Chestnuthill Township Department of Homeland Security · Emergency Operations Center · PA | $1,000,000 |
Fiscal years 2022–24 from GAO's Tracking the Funds data; 2026 from the House Appropriations Committee's tables. Matched to donors' employers and lobbying clients by name only; an employer's gifts are those in two-year periods up to the earmark's year, shown on each of its earmarks.
How they've voted lately
Nothing on record.
What they sponsor bills about
118th Congress: 41 sponsored, 0 became law · 117th Congress: 62 sponsored, 0 became law
Their bills
| Bill | Latest action |
|---|---|
| H.R. 9956 Bill Pascrell Ending Tax Giveaway Act | Oct 11, 2024 Referred to the House Committee on Ways and Means. |
| H.R. 9726 NFIP Premium Transparency Act | Sep 20, 2024 Referred to the House Committee on Financial Services. |
| H.R. 9650 Water Advanced Technologies for Efficient Resource Use Act of 2024 | Sep 18, 2024 Referred to the Committee on Ways and Means, and in addition to the Committees on Energy and Commerce, and Ove |
| H.R. 9120 SAFE Act | Jul 24, 2024 Referred to the House Committee on Natural Resources. |
| H.R. 8859 Deafblind DATA Act | Jun 27, 2024 Referred to the House Committee on Oversight and Accountability. |
| H.R. 8491 Coal Royalty Fairness and Communities Investment Act of 2024 | May 24, 2024 Referred to the Subcommittee on Energy, Climate and Grid Security. |
| H.R. 8426 Public Service Freedom to Negotiate Act of 2024 | May 16, 2024 Referred to the House Committee on Education and the Workforce. |
| H.R. 8167 Wounded Warrior Research Enhancement Act | Apr 30, 2024 Referred to the House Committee on Armed Services. |
| H.R. 8168 Wounded Warrior Workforce Enhancement Act | Apr 30, 2024 Referred to the House Committee on Veterans' Affairs. |
| H.R. 8064 HEAR Act of 2024 | Dec 17, 2024 Referred to the Subcommittee on Health. |
| H.R. 7940 Coal Cleanup Taxpayer Protection Act of 2024 | Apr 11, 2024 Referred to the House Committee on Natural Resources. |
| H.R. 7941 Bond Improvement and Reclamation Assurance Act | Apr 11, 2024 Referred to the House Committee on Natural Resources. |
| H.R. 7819 To ensure that the percentage increase in rates of basic pay for prevailing wage employees shall be equal to the percent | Mar 26, 2024 Referred to the House Committee on Oversight and Accountability. |
| H.R. 7559 Military Family Leave Act of 2024 | Mar 6, 2024 Referred to the House Committee on Veterans' Affairs. |
| H.R. 7275 Comprehensive National Mercury Monitoring Act | Feb 9, 2024 Referred to the Subcommittee on Environment, Manufacturing, and Critical Materials. |
| H.R. 7250 Strengthening Educator Workforce Data Act | Feb 6, 2024 Referred to the House Committee on Education and the Workforce. |
| H.R. 7060 Military Spouse Job Continuity Act | Jan 22, 2024 Referred to the House Committee on Armed Services. |
| H.R. 6920 Improving SCRA Benefit Utilization Act | Jan 30, 2024 Referred to the Subcommittee on Economic Opportunity. |
| H.R. 6913 OPEN Act | Jan 9, 2024 Referred to the House Committee on House Administration. |
| H.R. 6882 PREPARE Act of 2023 | Jan 19, 2024 Referred to the Subcommittee on Economic Development, Public Buildings, and Emergency Management. |
| H.R. 6662 Transforming Hiring in Rural Industries and Vital Economies Act of 2023 | Jan 25, 2024 Referred to the Subcommittee on Commodity Markets, Digital Assets, and Rural Development. |
| H.R. 6461 Black Lung Benefits Improvement Act of 2023 | Dec 17, 2024 Referred to the Subcommittee on Social Security. |
| H.R. 6446 UNLEADED Act | Nov 20, 2023 Referred to the Subcommittee on Aviation. |
| H.R. 6422 Locality Pay Equity Act of 2023 | Nov 15, 2023 Referred to the House Committee on Oversight and Accountability. |
| H.R. 6327 Youth Financial Learning Act | Nov 9, 2023 Referred to the House Committee on Education and the Workforce. |
| Congress | Sponsored | Became law | Cosponsored |
|---|---|---|---|
| 118th | 41 | 0 | 338 |
| 117th | 62 | 0 | 316 |
8 former staff now lobbying
STEPHEN COFFEY
STRATEGIC MARKETING INNOVATIONS
16 clients
SARAH STEVENS
BANNER PUBLIC AFFAIRS, LLC
12 clients
SARAH STEVENS
SIGNAL GROUP CONSULTING, LLC
8 clients
SARAH STEVENS
CURRENT STRATEGIES
6 clients
STEPHEN COFFEY
AMERICAN ASSOCIATION FOR JUSTICE
1 client
JOCELYN ZIEMIAN
HUMANE WORLD ACTION FUND AND AFFILIATES (FORMERLY KNOWN AS HUMANE SOCIETY LEGISLATIVE FUND)
1 client
ELIZABETH SMITH
HUMANE WORLD ACTION FUND AND AFFILIATES (FORMERLY KNOWN AS HUMANE SOCIETY LEGISLATIVE FUND)
1 client
GILLIAN LYONS
HUMANE WORLD ACTION FUND AND AFFILIATES (FORMERLY KNOWN AS HUMANE SOCIETY LEGISLATIVE FUND)
1 client
See the data
| Lobbyist | Former position, as they list it | Firms | Clients | Years |
|---|---|---|---|---|
| STEPHEN COFFEY | Deputy Chief of Staff, Congressman Matt Cartwright | STRATEGIC MARKETING INNOVATIONS | 16 | 2024–2025 |
| SARAH STEVENS | Policy Advisor, Senator Ben Cardin; Senior Legislative Assistant, Congressman Matt Cartwright; Legislative Assistant, Congressman Russ Carnahan | BANNER PUBLIC AFFAIRS, LLC | 12 | 2022–2025 |
| SARAH STEVENS | Policy Advisor, Senator Ben Cardin; Senior Legislative Assistant, Rep. Matt Cartwright; Legislative Assistant, Rep. Russ Carnahan. | SIGNAL GROUP CONSULTING, LLC | 8 | 2021–2022 |
| SARAH STEVENS | Policy Advisor, Sen. Ben Cardin; Senior Legislative Assistant, Rep. Matt Cartwright; Legislative Assistant, Rep. Russ Carnahan | CURRENT STRATEGIES | 6 | 2025–2026 |
| STEPHEN COFFEY | Rep. Gene Green, Legal Intern; Rep. Matt Cartwright, Deputy Chief of Staff and House Appropriations Committee Associate Staff | AMERICAN ASSOCIATION FOR JUSTICE | 1 | 2025–2026 |
| JOCELYN ZIEMIAN | Staff member, U.S. Representative Matt Cartwright | HUMANE WORLD ACTION FUND AND AFFILIATES (FORMERLY KNOWN AS HUMANE SOCIETY LEGISLATIVE FUND) | 1 | 2021–2023 |
| ELIZABETH SMITH | Legislative Fellow, Office of Congressman Matt Cartwright | HUMANE WORLD ACTION FUND AND AFFILIATES (FORMERLY KNOWN AS HUMANE SOCIETY LEGISLATIVE FUND) | 1 | 2021–2023 |
| GILLIAN LYONS | Legislative Fellow, Office of Congressman Matt Cartwright | HUMANE WORLD ACTION FUND AND AFFILIATES (FORMERLY KNOWN AS HUMANE SOCIETY LEGISLATIVE FUND) | 1 | 2021 |
Holdings and trades
−$1.2M – $10.7Mnet worth, 2025 report
566trades on their reports
—trades reported after 45 days
—typical time to report a trade
0reports filed on paper
4filing 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
Columbia Acorn International Fund
Mutual Funds · Self
$250K+
Elfun Trusts Funds
Mutual Funds · Self
$250K+
Hague NY Property Trust
Real Estate · Self
$250K+
Value Index Fund
Mutual Funds · Joint
$250K+
Munley Financing
Business Entity · Spouse
$100K+
Munley Law PC
Business Entity · Spouse
$100K+
Penn Avenue Properties
Real Estate · Spouse
$100K+
People's Security Bank Accounts
Bank Deposit · Self
$100K+
Piper Archer III Single Prop aircraft
Business Entity · Self
$100K+
Schwab Treasury Obligations Money Fund - Investor Shares
Mutual Funds · Joint
$100K+
IShares 0-5 Year High Yield Corp Bond
Mutual Funds · Spouse
$100K+
IShares 1-3 Treasury Bond
Mutual Funds · Spouse
$100K+
Their 25 largest holdings, as a table
| Asset | Kind | Owner | Value | Income |
|---|---|---|---|---|
| Columbia Acorn International Fund | Mutual Funds | Self | $250K – $500K | Dividends: $0 – $0 |
| Elfun Trusts Funds | Mutual Funds | Self | $250K – $500K | Capital Gains, Interest: $50K – $100K |
| Hague NY Property Trust | Real Estate | Self | $250K – $500K | Rent: $5,001 – $15K |
| Value Index Fund | Mutual Funds | Joint | $250K – $500K | Dividends: $15K – $50K |
| Munley Financing | Business Entity | Spouse | $100K – $250K | Interest: $2,501 – $5,000 |
| Munley Law PC | Business Entity | Spouse | $100K – $250K | None: — |
| Penn Avenue Properties | Real Estate | Spouse | $100K – $250K | None: — |
| People's Security Bank Accounts | Bank Deposit | Self | $100K – $250K | Interest: $1 – $200 |
| Piper Archer III Single Prop aircraft | Business Entity | Self | $100K – $250K | None: — |
| Schwab Treasury Obligations Money Fund - Investor Shares | Mutual Funds | Joint | $100K – $250K | Dividends: $0 – $0 |
| IShares 0-5 Year High Yield Corp Bond | Mutual Funds | Spouse | $100K – $250K | Tax-Deferred: — |
| IShares 1-3 Treasury Bond | Mutual Funds | Spouse | $100K – $250K | Tax-Deferred: — |
| IShares 1-3 Treasury Bond | Mutual Funds | Self | $100K – $250K | Tax-Deferred: — |
| IShares 3-7 Year Treasury Bond | Mutual Funds | Spouse | $100K – $250K | Tax-Deferred: — |
| IShares 3-7 Year Treasury Bond | Mutual Funds | Self | $100K – $250K | Tax-Deferred: — |
| IShares Broad USD Invt Grade | Mutual Funds | Self | $100K – $250K | Tax-Deferred: — |
| IShares Broad USD Invt Grade | Mutual Funds | Spouse | $100K – $250K | Tax-Deferred: — |
| IShares Core MSCI EAFE | Mutual Funds | Spouse | $100K – $250K | Tax-Deferred: — |
| IShares IBOXX Invt Grade Corp Bond | Mutual Funds | Self | $100K – $250K | Tax-Deferred: — |
| IShares IBOXX Invt Grade Corp Bond | Mutual Funds | Spouse | $100K – $250K | Tax-Deferred: — |
| IShares JPM USD Emerging Markets Bond | Mutual Funds | Spouse | $100K – $250K | Tax-Deferred: — |
| IShares Russell 1000 Growth | Mutual Funds | Spouse | $100K – $250K | Tax-Deferred: — |
| IShares Russell 1000 Value | Mutual Funds | Spouse | $100K – $250K | Tax-Deferred: — |
| IShares Russell MidCap | Mutual Funds | Spouse | $100K – $250K | Tax-Deferred: — |
| SPDR Portfolio Short Term Corp Bond | Mutual Funds | Spouse | $100K – $250K | Tax-Deferred: — |
Trades, month by month
Every trade on their reports by the trade's date: purchases up, sales down. Hover a month for what was traded.
- Purchases
- Sales
What they trade most
iShares Russell 1000 Growth ETF (IWF)
2021–2024 · $72K – $380K
16 trades
iShares Russell 2000 ETF (IWM)
2021–2024 · $39K – $235K
11 trades
UBS Government Money Market Investments Class P (PCEXX)
2023–2024 · $129K – $410K
10 trades
500 Index Fund
2021–2022 · $258K – $620K
9 trades
Ishares Core MSCI EAFE (IEFA)
2021–2024 · $22K – $155K
8 trades
iShares 20+ Year Treasury Bond ETF (TLT)
2023–2024 · $22K – $155K
8 trades
Value Index Fund
2021–2023 · $8,008 – $120K
8 trades
Wellesley Income Fund
2021–2022 · $8,008 – $120K
8 trades
iShares Russell 1000 Value ETF (IWD)
2023–2024 · $8,008 – $120K
8 trades
Schwab Treasury Obligations Money Fund - Investor Shares (SNOXX)
2023–2024 · $415K – $950K
7 trades
Their latest 300 of 566 trades
| Date | Asset | Trade | Owner | Amount | Days to report |
|---|---|---|---|---|---|
| 2024-12-26 | Vanguard Treasury Money Market Fund via Vanguard Investment Account | Sale (Full) | Joint | $15K – $50K | annual |
| 2024-12-26 | Vanguard Emerging Markets Stock Index Fund Admiral Shares via Vanguard Investment Account | Sale (Full) | Joint | $100K – $250K | annual |
| 2024-12-26 | Vanguard Cash Reserves Federal Money Market Fund Admiral Shares via Vanguard Investment Account | Sale (Partial) | Joint | $1.0M – $5.0M | annual |
| 2024-12-26 | Vanguard Cash Reserves Federal Money Market Fund Admiral Shares via Vanguard Investment Account | Purchase | Joint | $250K – $500K | annual |
| 2024-12-23 | Invesco QQQ Trust, Series 1 via Charles Schwab Investment Account | Purchase | Joint | $15K – $50K | annual |
| 2024-12-18 | Vanguard Wellesley Income Fund Admiral Shares via Vanguard Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2024-12-16 | Vanguard Growth Index Fd Admiral Shs via Vanguard Investment Account | Sale (Partial) | Joint | $500K – $1.0M | annual |
| 2024-12-16 | Vanguard Real Estate Index Fund Admiral Shares via Vanguard Investment Account | Sale (Partial) | Joint | $15K – $50K | annual |
| 2024-12-16 | Vanguard Cash Reserves Federal Money Market Fund Admiral Shares via Vanguard Investment Account | Purchase | Joint | $1.0M – $5.0M | annual |
| 2024-12-16 | Vanguard 500 Index Fd Admiral Shs via Vanguard Investment Account | Sale (Full) | Joint | $500K – $1.0M | annual |
| 2024-12-09 | UBS Government Money Market Investments Class P via Munley Law Profit Sharing Plan | Purchase | Self | $15K – $50K | annual |
| 2024-12-06 | iShares Russell Mid-Cap ETF via Munley Law Profit Sharing Plan | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-12-06 | IShares JP Morgan USD Emerging Markets Bond via Munley Law Profit Sharing Plan | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-12-06 | iShares 1-3 Year Treasury Bond ETF via Munley Law Profit Sharing Plan | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-12-06 | iShares iBoxx $ Investment Grade Corporate Bond ETF via Munley Law Profit Sharing Plan | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-12-06 | iShares 7-10 Year Treasury Bond ETF via Munley Law Profit Sharing Plan | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-12-06 | iShares Russell 1000 Growth ETF via Munley Law Profit Sharing Plan | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-12-06 | iShares Russell 1000 Value ETF via Munley Law Profit Sharing Plan | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-12-06 | iShares Russell 2000 ETF via Munley Law Profit Sharing Plan | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-12-06 | iShares 0-5 Year High Yield Corporate Bond ETF via Munley Law Profit Sharing Plan | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-12-04 | UBS Government Money Market Investments Class P via Munley Law Profit Sharing Plan | Sale (Partial) | Self | $15K – $50K | annual |
| 2024-11-19 | Vanguard Treasury Money Market Fund via Vanguard Investment Account | Sale (Partial) | Joint | $100K – $250K | annual |
| 2024-11-07 | VanEck Gold Miners ETF via Charles Schwab Investment Account | Sale (Full) | Joint | $15K – $50K | annual |
| 2024-11-07 | iShares Core S&P Small-Cap ETF via Charles Schwab Investment Account | Purchase | Joint | $15K – $50K | annual |
| 2024-10-17 | UBS Government Money Market Investments Class P via Munley Law Profit Sharing Plan | Purchase | Spouse | $15K – $50K | annual |
| 2024-10-16 | iShares Core MSCI EAFE ETF via Munley Law Profit Sharing Plan | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-10-16 | iShares Russell Midcap Growth ETF via Munley Law Profit Sharing Plan | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-10-16 | iShares Russell 1000 Growth ETF via Munley Law Profit Sharing Plan | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-10-16 | iShares Russell 1000 Value ETF via Munley Law Profit Sharing Plan | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-10-16 | iShares Russell 2000 ETF via Munley Law Profit Sharing Plan | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-10-16 | iShares 0-5 Year High Yield Corporate Bond ETF via Munley Law Profit Sharing Plan | Purchase | Self | $1,001 – $15K | annual |
| 2024-10-16 | iShares Core MSCI Emerging Markets ETF via Munley Law Profit Sharing Plan | Purchase | Self | $1,001 – $15K | annual |
| 2024-10-16 | iShares 3-7 Year Treasury Bond ETF via Munley Law Profit Sharing Plan | Purchase | Self | $15K – $50K | annual |
| 2024-10-16 | iShares Broad USD Investment Grade Corporate Bond ETF via Munley Law Profit Sharing Plan | Purchase | Self | $1,001 – $15K | annual |
| 2024-10-16 | iShares iBoxx $ Investment Grade Corporate Bond ETF via Munley Law Profit Sharing Plan | Purchase | Self | $1,001 – $15K | annual |
| 2024-10-16 | iShares 7-10 Year Treasury Bond ETF via Munley Law Profit Sharing Plan | Purchase | Self | $1,001 – $15K | annual |
| 2024-10-16 | SPDR Portfolio Short Term Corporate Bond ETF via Munley Law Profit Sharing Plan | Purchase | Self | $1,001 – $15K | annual |
| 2024-10-16 | iShares Russell 1000 Growth ETF via Munley Law Profit Sharing Plan | Sale (Partial) | Spouse | $15K – $50K | annual |
| 2024-10-16 | iShares Russell 1000 Value ETF via Munley Law Profit Sharing Plan | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2024-10-16 | iShares Russell 2000 ETF via Munley Law Profit Sharing Plan | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2024-10-16 | iShares Russell Mid-Cap ETF via Munley Law Profit Sharing Plan | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2024-10-16 | Vanguard FTSE All World Ex US ETF via Munley Law Profit Sharing Plan | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-10-16 | iShares 0-5 Year High Yield Corporate Bond ETF via Munley Law Profit Sharing Plan | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-10-16 | ishares JP Morgan USD Emerging Markets Bond via Munley Law Profit Sharing Plan | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-10-16 | iShares 3-7 Year Treasury Bond ETF via Munley Law Profit Sharing Plan | Purchase | Spouse | $15K – $50K | annual |
| 2024-10-16 | iShares Broad USD Investment Grade Corporate Bond ETF via Munley Law Profit Sharing Plan | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-10-16 | iShares 20+ Year Treasury Bond ETF via Munley Law Profit Sharing Plan | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-10-16 | iShares iBoxx $ Investment Grade Corporate Bond ETF via Munley Law Profit Sharing Plan | Purchase | Spouse | $15K – $50K | annual |
| 2024-10-16 | iShares iBoxx $ Investment Grade Corporate Bond ETF via Munley Law Profit Sharing Plan | Purchase | Spouse | $15K – $50K | annual |
| 2024-10-16 | SPDR Portfolio Short Term Corporate Bond ETF via Munley Law Profit Sharing Plan | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-10-02 | Guggenheim Total Return Bond Fund- Institutional Class via RBC Investment Account | Purchase | Joint | $15K – $50K | annual |
| 2024-10-02 | Gateway Fund Class Y via RBC Investment Account | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2024-10-02 | Fidelity Total Bond ETF via RBC Investment Account | Purchase | Joint | $15K – $50K | annual |
| 2024-10-02 | Fidelity Total Bond ETF via RBC Investment Account | Purchase | Joint | $15K – $50K | annual |
| 2024-10-02 | First Eagle Global Fund Class I via RBC Investment Account | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2024-10-02 | Fidelity Advisor Total Bond Fund: Class I via RBC Investment Account | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2024-10-02 | Columbia Strategic Income Fund Class I via RBC Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2024-10-02 | Capital Group Dividend Growers ETF via RBC Investment Account | Purchase | Joint | $15K – $50K | annual |
| 2024-10-02 | Columbia Balanced Fund Class I via RBC Investment Account | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2024-10-02 | Catalyst/Millburn Dynamic Commodity Strategy Fund Class I via RBC Investment Account | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2024-10-02 | Calamos Phineus Long Short Fund Class I via RBC Investment Account | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2024-10-02 | BNY Mellon Global Fixed Income Fund Class I via RBC Investment Account | Purchase | Joint | $15K – $50K | annual |
| 2024-10-02 | Abbey Capital Multi Asset Fund - Class I via RBC Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2024-10-02 | AB Bond Funds - AB Short Duration High Yield Portfolio - Advisor Class via RBC Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2024-08-30 | iShares J.P. Morgan USD Emerging Markets Bond ETF via Munley Law Profit Sharing Plan | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-07-29 | UBS Government Money Market Investments Class P via Munley Law Profit Sharing Plan | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2024-07-25 | Invesco S&P SmallCap Financials ETF via Charles Schwab Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2024-07-25 | VanEck Semiconductor ETF via Charles Schwab Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2024-07-19 | Invesco S&P SmallCap Financials ETF via Charles Schwab Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2024-07-15 | UBS Government Money Market Investments Class P via Munley Law Profit Sharing Plan | Sale (Partial) | Spouse | $15K – $50K | annual |
| 2024-05-28 | Thornburg Investment Income Builder Fund Class I via RBC Investment Account | Purchase | Joint | $15K – $50K | annual |
| 2024-05-28 | Vanguard Health Care ETF via RBC Investment Account | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2024-05-28 | VanEck Morningstar Wide Moat ETF via RBC Investment Account | Purchase | Joint | $15K – $50K | annual |
| 2024-05-28 | JPMorgan Equity Premium Income Fund Class I via RBC Investment Account | Sale (Full) | Joint | $15K – $50K | annual |
| 2024-05-28 | Janus Henderson Balanced Fund - A Shares via RBC Investment Account | Sale (Full) | Joint | $15K – $50K | annual |
| 2024-05-28 | Hartford Balanced Income Fund Class I via RBC Investment Account | Sale (Full) | Joint | $15K – $50K | annual |
| 2024-05-28 | Guggenheim Floating Rate Strategies Fund- Institutional Class via RBC Investment Account | Sale (Full) | Joint | $15K – $50K | annual |
| 2024-05-28 | Capital Group Core Balanced ETF via RBC Investment Account | Purchase | Joint | $15K – $50K | annual |
| 2024-05-28 | The Gabelli Utilities Fd Cl I via RBC Investment Account | Sale (Full) | Joint | $15K – $50K | annual |
| 2024-05-28 | Fidelity Advisor Real Estate Income Fund: Class I via RBC Investment Account | Sale (Full) | Joint | $15K – $50K | annual |
| 2024-05-28 | ETG - Eaton Vance Tax Advantage Global Dividend via RBC Investment Account | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2024-05-28 | ClearBridge International Growth Fund Class I via RBC Investment Account | Sale (Full) | Joint | $15K – $50K | annual |
| 2024-05-28 | American Balanced Fund Class F-2 Shs via RBC Investment Account | Sale (Full) | Joint | $15K – $50K | annual |
| 2024-05-28 | Allspring Money Market Fund - Premier Class via RBC Investment Account | Sale (Full) | Joint | $15K – $50K | annual |
| 2024-05-07 | Invesco Leisure and Entertainment ETF via Charles Schwab Investment Account | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2024-05-07 | First Trust Dorsey Wright International Focus 5 ETF via Charles Schwab Investment Account | Sale (Full) | Joint | $15K – $50K | annual |
| 2024-05-07 | Invesco Aerospace & Defense ETF via Charles Schwab Investment Account | Purchase | Joint | $15K – $50K | annual |
| 2024-05-07 | VanEck Semiconductor ETF via Charles Schwab Investment Account | Purchase | Joint | $15K – $50K | annual |
| 2024-05-07 | iShares Semiconductor ETF via UBS Investment Account | Purchase | Joint | $15K – $50K | annual |
| 2024-04-04 | iShares Russell 2000 ETF via Charles Schwab Investment Account | Purchase | Joint | $15K – $50K | annual |
| 2024-04-02 | JP Morgan Chase CD via Charles Schwab Investment Account | Purchase | Joint | $15K – $50K | annual |
| 2024-04-02 | Schwab Treasury Obligations Money Fund - Investor Shares via Charles Schwab Investment Account | Purchase | Joint | $50K – $100K | annual |
| 2024-03-22 | iShares Core S&P Mid-Cap ETF via Charles Schwab Investment Account | Purchase | Joint | $15K – $50K | annual |
| 2024-03-20 | Bank Hapoalim BM NY US via UBS Investment Account | Purchase | Joint | $100K – $250K | annual |
| 2024-03-15 | UBS Prime Reserves Fund via UBS Investment Account | Sale (Partial) | Joint | $50K – $100K | annual |
| 2024-03-05 | SPDR Select Sector Fund - Financial via Charles Schwab Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2024-02-08 | Vanguard Total Stock Market ETF via Charles Schwab Investment Account | Sale (Full) | Joint | $15K – $50K | annual |
| 2024-02-08 | SPDR Select Sector Fund - Technology via Charles Schwab Investment Account | Sale (Full) | Joint | $15K – $50K | annual |
| 2024-02-08 | SPDR S&P Regional Banking ETF via Charles Schwab Investment Account | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2024-01-15 | SPDR Select Sector Fund - Financial via Charles Schwab Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2024-01-12 | SPDR S&P Retail ETF via Charles Schwab Investment Account | Sale (Full) | Joint | $15K – $50K | annual |
| 2024-01-12 | Materials Select Sector SPDR via Charles Schwab Investment Account | Sale (Full) | Joint | $15K – $50K | annual |
| 2024-01-12 | Invesco S&P 500 Equal Weight Technology ETF via Charles Schwab Investment Account | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2024-01-12 | First Trust RBA American Industrial Renaissance ETF via Charles Schwab Investment Account | Sale (Full) | Joint | $15K – $50K | annual |
| 2024-01-12 | SPDR Select Sector Fund - Technology via Charles Schwab Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2024-01-12 | iShares Cybersecurity and Tech ETF via Charles Schwab Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-12-20 | Vanguard Value Index Fd Admiral Shs via Vanguard Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-12-19 | Vanguard 500 Index Fd Admiral Shs via Vanguard Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-12-18 | Vanguard Wellesley Income Fund Admiral Shares via Vanguard Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-12-18 | SPDR S&P Regional Banking ETF via Charles Schwab Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-12-18 | iShares Russell 2000 ETF via Charles Schwab Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-12-15 | Vanguard Emerging Markets Stock Index Fund Admiral Shares via Vanguard Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-11-29 | VanEck Oil Services ETF via Charles Schwab Investment Account | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2023-11-29 | SPDR S&P Oil & Gas Explor & Product via Charles Schwab Investment Account | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2023-11-29 | SPDR Gold Trust via Charles Schwab Investment Account | Purchase | Joint | $15K – $50K | annual |
| 2023-11-29 | SPDR Bloomberg High Yield Bond ETF via Charles Schwab Investment Account | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2023-11-29 | Amplify ETF Trust Amplify Mobile Payments ETF via Charles Schwab Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-11-27 | SPDR S&P Retail ETF via Charles Schwab Investment Account | Purchase | Joint | $15K – $50K | annual |
| 2023-11-27 | iShares MSCI Japan Index Fund via Charles Schwab Investment Account | Sale (Full) | Joint | $15K – $50K | annual |
| 2023-11-10 | Vanguard FTSE All World Ex US ETF via Munley Law Profit Sharing Plan | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2023-11-10 | SPDR Portfolio Short Term Corporate Bond ETF via Munley Law Profit Sharing Plan | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2023-11-10 | iShares Russell 1000 Value ETF via Munley Law Profit Sharing Plan | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2023-11-10 | iShares Russell 1000 Growth ETF via Munley Law Profit Sharing Plan | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2023-11-10 | iShares J.P. Morgan USD Emerging Markets Bond ETF via Munley Law Profit Sharing Plan | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2023-11-10 | iShares 7-10 Year Treasury Bond ETF via Munley Law Profit Sharing Plan | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2023-11-10 | iShares 1-3 Year Treasury Bond ETF via Munley Law Profit Sharing Plan | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2023-11-10 | iShares 0-5 Year High Yield Corporate Bond ETF via Munley Law Profit Sharing Plan | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2023-10-27 | UBS Government Money Market Investments Class P via Munley Law Profit Sharing Plan | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2023-10-27 | UBS Government Money Market Investments Class P via Munley Law Profit Sharing Plan | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2023-10-12 | Vanguard FTSE Emerging Markets ETF via Munley Law Profit Sharing Plan | Purchase | Spouse | $1,001 – $15K | annual |
| 2023-10-12 | Vanguard FTSE All World Ex US ETF via Munley Law Profit Sharing Plan | Purchase | Spouse | $1,001 – $15K | annual |
| 2023-10-12 | UBS Government Money Market Investments Class P via Munley Law Profit Sharing Plan | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2023-10-12 | iShares Russell Mid-Cap ETF via Munley Law Profit Sharing Plan | Purchase | Spouse | $1,001 – $15K | annual |
| 2023-10-12 | iShares Russell 2000 ETF via Munley Law Profit Sharing Plan | Purchase | Spouse | $1,001 – $15K | annual |
| 2023-10-12 | iShares Russell 1000 Value ETF via Munley Law Profit Sharing Plan | Purchase | Spouse | $1,001 – $15K | annual |
| 2023-10-12 | iShares Russell 1000 Value ETF via Munley Law Profit Sharing Plan | Purchase | Self | $1,001 – $15K | annual |
| 2023-10-12 | iShares Russell 1000 Growth ETF via Munley Law Profit Sharing Plan | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2023-10-12 | iShares J.P. Morgan USD Emerging Markets Bond ETF via Munley Law Profit Sharing Plan | Purchase | Spouse | $1,001 – $15K | annual |
| 2023-10-12 | iShares J.P. Morgan USD Emerging Markets Bond ETF via Munley Law Profit Sharing Plan | Purchase | Self | $1,001 – $15K | annual |
| 2023-10-12 | iShares iBoxx $ Investment Grade Corporate Bond ETF via Munley Law Profit Sharing Plan | Purchase | Spouse | $1,001 – $15K | annual |
| 2023-10-12 | iShares Broad USD Investment Grade Corporate Bond ETF via Munley Law Profit Sharing Plan | Purchase | Self | $1,001 – $15K | annual |
| 2023-10-12 | iShares 7-10 Year Treasury Bond ETF via Munley Law Profit Sharing Plan | Purchase | Self | $1,001 – $15K | annual |
| 2023-10-12 | iShares 20+ Year Treasury Bond ETF via Munley Law Profit Sharing Plan | Purchase | Spouse | $1,001 – $15K | annual |
| 2023-10-12 | iShares 20+ Year Treasury Bond ETF via Munley Law Profit Sharing Plan | Purchase | Self | $1,001 – $15K | annual |
| 2023-10-12 | iShares 1-3 Year Treasury Bond ETF via Munley Law Profit Sharing Plan | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2023-10-12 | iShares 1-3 Year Treasury Bond ETF via Munley Law Profit Sharing Plan | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2023-09-27 | Vanguard 500 Index Fd Admiral Shs via Vanguard Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-09-20 | Vanguard Value Index Fd Admiral Shs via Vanguard Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-09-15 | Vanguard Wellesley Income Fund Admiral Shares via Vanguard Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-09-15 | Vanguard Emerging Markets Stock Index Fund Admiral Shares via Vanguard Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-09-13 | VanEck Oil Services ETF via Charles Schwab Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-09-13 | SPDR S&P Oil & Gas Explor & Product via Charles Schwab Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-09-13 | Global X Uranium ETF via Charles Schwab Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-09-08 | iShares Core U.S. Aggregate Bond ETF via Charles Schwab Investment Account | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2023-09-08 | iShares 3-7 Year Treasury Bond ETF via Charles Schwab Investment Account | Sale (Full) | Joint | $15K – $50K | annual |
| 2023-08-31 | UBS Government Money Market Investments Class P via Munley Law Profit Sharing Plan | Purchase | Spouse | $50K – $100K | annual |
| 2023-08-31 | UBS Government Money Market Investments Class P via Munley Law Profit Sharing Plan | Purchase | Self | $15K – $50K | annual |
| 2023-08-30 | Vanguard FTSE Emerging Markets ETF via Munley Law Profit Sharing Plan | Purchase | Spouse | $1,001 – $15K | annual |
| 2023-08-30 | Vanguard FTSE All World Ex US ETF via Munley Law Profit Sharing Plan | Purchase | Spouse | $1,001 – $15K | annual |
| 2023-08-30 | iShares Russell Mid-Cap ETF via Munley Law Profit Sharing Plan | Purchase | Spouse | $1,001 – $15K | annual |
| 2023-08-30 | iShares Russell 2000 ETF via Munley Law Profit Sharing Plan | Purchase | Spouse | $1,001 – $15K | annual |
| 2023-08-30 | iShares Russell 1000 Value ETF via Munley Law Profit Sharing Plan | Purchase | Spouse | $1,001 – $15K | annual |
| 2023-08-30 | iShares Russell 1000 Growth ETF via Munley Law Profit Sharing Plan | Sale (Partial) | Spouse | $15K – $50K | annual |
| 2023-08-30 | iShares Russell 1000 Growth ETF via Munley Law Profit Sharing Plan | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2023-08-30 | iShares J.P. Morgan USD Emerging Markets Bond ETF via Munley Law Profit Sharing Plan | Purchase | Self | $1,001 – $15K | annual |
| 2023-08-30 | iShares iBoxx $ Investment Grade Corporate Bond ETF via Munley Law Profit Sharing Plan | Purchase | Self | $15K – $50K | annual |
| 2023-08-30 | iShares Broad USD Investment Grade Corporate Bond ETF via Munley Law Profit Sharing Plan | Purchase | Spouse | $15K – $50K | annual |
| 2023-08-30 | iShares 7-10 Year Treasury Bond ETF via Munley Law Profit Sharing Plan | Purchase | Self | $1,001 – $15K | annual |
| 2023-08-30 | iShares 3-7 Year Treasury Bond ETF via Munley Law Profit Sharing Plan | Purchase | Spouse | $1,001 – $15K | annual |
| 2023-08-30 | iShares 3-7 Year Treasury Bond ETF via Munley Law Profit Sharing Plan | Purchase | Self | $1,001 – $15K | annual |
| 2023-08-30 | iShares 20+ Year Treasury Bond ETF via Munley Law Profit Sharing Plan | Purchase | Spouse | $1,001 – $15K | annual |
| 2023-08-30 | iShares 20+ Year Treasury Bond ETF via Munley Law Profit Sharing Plan | Purchase | Self | $1,001 – $15K | annual |
| 2023-08-30 | iShares 1-3 Year Treasury Bond ETF via Munley Law Profit Sharing Plan | Purchase | Spouse | $1,001 – $15K | annual |
| 2023-08-30 | iShares 1-3 Year Treasury Bond ETF via Munley Law Profit Sharing Plan | Purchase | Self | $1,001 – $15K | annual |
| 2023-08-30 | iShares 0-5 Year High Yield Corporate Bond ETF via Munley Law Profit Sharing Plan | Purchase | Spouse | $1,001 – $15K | annual |
| 2023-08-30 | iShares 0-5 Year High Yield Corporate Bond ETF via Munley Law Profit Sharing Plan | Purchase | Self | $1,001 – $15K | annual |
| 2023-08-30 | Vanguard Mid-Cap ETF via Morgan Stanley Investment Account | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2023-08-30 | JPMorgan Income Builder Fund I Class via Morgan Stanley Investment Account | Sale (Full) | Joint | $15K – $50K | annual |
| 2023-08-30 | iShares Core S&P Small-Cap ETF via Morgan Stanley Investment Account | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2023-08-30 | Guggenheim Macro Opportunities Fund- Institutional Class via Morgan Stanley Investment Account | Sale (Full) | Joint | $15K – $50K | annual |
| 2023-08-30 | Franklin Income Fund Advisor Class via Morgan Stanley Investment Account | Sale (Full) | Joint | $15K – $50K | annual |
| 2023-08-30 | Franklin High Yield Tax-Free Income Fund Advisor Class via Morgan Stanley Investment Account | Sale (Full) | Joint | $15K – $50K | annual |
| 2023-08-30 | Fidelity Advisor Total Bond Fund: Class I via Morgan Stanley Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-08-30 | ETG - Eaton Vance Tax Advantage Global Dividend via Morgan Stanley Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-08-30 | ClearBridge International Growth Fund Class I via Morgan Stanley Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-08-30 | Allspring Money Market Fund - Premier Class via Morgan Stanley Investment Account | Purchase | Joint | $15K – $50K | annual |
| 2023-08-30 | AB Large Cap Growth Fund, Inc. - Advisor Class via Morgan Stanley Investment Account | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2023-08-30 | AB Bond Funds - AB Short Duration High Yield Portfolio - Advisor Class via Morgan Stanley Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-08-20 | Vanguard Health Care ETF via Morgan Stanley Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-08-11 | VanEck Gold Miners ETF via Charles Schwab Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-07-25 | SPDR Select Sector Fund - Technology via Charles Schwab Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-07-25 | SPDR Select Sector Fund - Consumer Discretionary via Charles Schwab Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-07-25 | SPDR Bloomberg High Yield Bond ETF via Charles Schwab Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-07-25 | Materials Select Sector SPDR via Charles Schwab Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-07-25 | iShares 20+ Year Treasury Bond ETF via Charles Schwab Investment Account | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2023-07-12 | Invesco Leisure and Entertainment ETF via Charles Schwab Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-06-28 | Vanguard 500 Index Fd Admiral Shs via Vanguard Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-06-22 | Vanguard Value Index Fd Admiral Shs via Vanguard Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-06-20 | Invesco S&P 500 Equal Weight Consumer Staples ETF via Charles Schwab Investment Account | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2023-06-17 | Emerging Mkts Stk Index via Vanguard Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-06-16 | Vanguard Emerging Markets Stock Index Fund Admiral Shares via Vanguard Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-06-15 | Vanguard Wellesley Income Fund Admiral Shares via Vanguard Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-06-13 | SPDR Select Sector Fund - Industrial via Charles Schwab Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-06-13 | iShares MSCI Japan Index Fund via Charles Schwab Investment Account | Purchase | Joint | $15K – $50K | annual |
| 2023-06-13 | Global X Funds Global X U.S. Infrastructure Development ETF via Charles Schwab Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-06-13 | First Trust RBA American Industrial Renaissance ETF via Charles Schwab Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-06-07 | Wisdomtree Trust US Quality via Morgan Stanley Investment Account | Sale (Partial) | Spouse | $15K – $50K | annual |
| 2023-06-07 | Victory Float via Morgan Stanley Investment Account | Sale (Partial) | Spouse | $15K – $50K | annual |
| 2023-06-07 | American WA Mutual F2 via Morgan Stanley Investment Account | Sale (Partial) | Spouse | $15K – $50K | annual |
| 2023-06-01 | Ishares 20+ Year Treas Bond via Munley Law Profit Sharing Plan | Purchase | Self | $50K – $100K | annual |
| 2023-05-30 | Materials Select Sector SPDR via Charles Schwab Investment Account | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2023-05-19 | First Trust Dorsey Wright International Focus 5 ETF via Charles Schwab Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-05-18 | Schwab Treasury Obligations Money Fund - Investor Shares via Charles Schwab Investment Account | Purchase | Joint | $50K – $100K | annual |
| 2023-05-15 | VanEck Oil Services ETF via Charles Schwab Investment Account | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2023-04-17 | Vanguard Total Stock Market ETF via Charles Schwab Investment Account | Purchase | Joint | $15K – $50K | annual |
| 2023-04-17 | VanEck Oil Services ETF via Charles Schwab Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-04-17 | SPDR Gold Trust via Charles Schwab Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-04-17 | iShares 3-7 Year Treasury Bond ETF via Charles Schwab Investment Account | Purchase | Joint | $15K – $50K | annual |
| 2023-04-17 | iShares 20+ Year Treasury Bond ETF via Charles Schwab Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-04-17 | Invesco S&P 500 Equal Weight Technology ETF via Charles Schwab Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-04-17 | Invesco S&P 500 Equal Weight Consumer Discretionary ETF via Charles Schwab Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-04-14 | Schwab Treasury Obligations Money Fund - Investor Shares via Charles Schwab Investment Account | Sale (Partial) | Joint | $100K – $250K | annual |
| 2023-04-14 | iShares Core U.S. Aggregate Bond ETF via Charles Schwab Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-04-14 | Invesco S&P 500 Equal Weight Consumer Staples ETF via Charles Schwab Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-04-12 | Schwab Treasury Obligations Money Fund - Investor Shares via Charles Schwab Investment Account | Sale (Partial) | Joint | $50K – $100K | annual |
| 2023-03-29 | Schwab Treasury Obligations Money Fund - Investor Shares via Charles Schwab Investment Account | Purchase | Joint | $50K – $100K | annual |
| 2023-03-23 | Vanguard 500 Index Fd Admiral Shs via Vanguard Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-03-22 | Vanguard Value Index Fd Admiral Shs via Vanguard Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-03-22 | Value Index Fund via Vanguard Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-03-20 | VanEck Oil Services ETF via Charles Schwab Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-03-20 | SPDR Select Sector Fund - Technology via Charles Schwab Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-03-20 | SPDR Select Sector Fund - Industrial via Charles Schwab Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-03-20 | SPDR Select Sector Fund - Consumer Discretionary via Charles Schwab Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-03-20 | SPDR Gold Trust via Charles Schwab Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-03-20 | Materials Select Sector SPDR via Charles Schwab Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-03-17 | Vanguard Wellesley Income Fund Admiral Shares via Vanguard Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-03-17 | Schwab Treasury Obligations Money Fund - Investor Shares via Charles Schwab Investment Account | Purchase | Joint | $100K – $250K | annual |
| 2023-03-09 | Schwab Treasury Obligations Money Fund - Investor Shares via Charles Schwab Investment Account | Purchase | Joint | $15K – $50K | annual |
| 2023-02-24 | Vanguard FTSE All World Ex US ETF via Munley Law Profit Sharing Plan | Purchase | Self | $1,001 – $15K | annual |
| 2023-02-24 | iShares Russell Mid-Cap ETF via Munley Law Profit Sharing Plan | Purchase | Self | $1,001 – $15K | annual |
| 2023-02-24 | iShares Russell 1000 Value ETF via Munley Law Profit Sharing Plan | Purchase | Self | $1,001 – $15K | annual |
| 2023-02-24 | iShares Russell 1000 Growth ETF via Munley Law Profit Sharing Plan | Purchase | Self | $1,001 – $15K | annual |
| 2023-02-24 | iShares J.P. Morgan USD Emerging Markets Bond ETF via Munley Law Profit Sharing Plan | Purchase | Self | $1,001 – $15K | annual |
| 2023-02-24 | iShares iBoxx $ Investment Grade Corporate Bond ETF via Munley Law Profit Sharing Plan | Purchase | Self | $1,001 – $15K | annual |
| 2023-02-24 | iShares Core MSCI EAFE ETF via Munley Law Profit Sharing Plan | Purchase | Self | $1,001 – $15K | annual |
| 2023-02-24 | iShares 3-7 Year Treasury Bond ETF via Munley Law Profit Sharing Plan | Purchase | Self | $15K – $50K | annual |
| 2023-02-24 | iShares 20+ Year Treasury Bond ETF via Munley Law Profit Sharing Plan | Purchase | Self | $15K – $50K | annual |
| 2023-02-24 | iShares 1-3 Year Treasury Bond ETF via Munley Law Profit Sharing Plan | Purchase | Self | $15K – $50K | annual |
| 2023-02-24 | iShares 0-5 Year High Yield Corporate Bond ETF via Munley Law Profit Sharing Plan | Purchase | Self | $1,001 – $15K | annual |
| 2023-02-21 | Voya Strategic Income Opportunities Fund - Class I via Morgan Stanley Investment Account | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2023-02-21 | Victory Investment Grade Convertible Fund - Class I via Morgan Stanley Investment Account | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2023-02-21 | Vanguard Mid-Cap ETF via Morgan Stanley Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-02-21 | The Gabelli Utilities Fd Cl I via Morgan Stanley Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-02-21 | PIMCO Income Fund Class I-2 via Morgan Stanley Investment Account | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2023-02-21 | LoCorr Macro Strategies Fund - Class I via Morgan Stanley Investment Account | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2023-02-21 | JPMorgan Hedged Equity Fund I Class via Morgan Stanley Investment Account | Sale (Full) | Joint | $15K – $50K | annual |
| 2023-02-21 | Janus Henderson Balanced Fund - I Shares via Morgan Stanley Investment Account | Sale (Full) | Joint | $15K – $50K | annual |
| 2023-02-21 | Guggenheim Floating Rate Strategies Fund- Institutional Class via Morgan Stanley Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-02-21 | Goldman Sachs Income Builder Fund Institutional Shares via Morgan Stanley Investment Account | Sale (Full) | Joint | $15K – $50K | annual |
| 2023-02-21 | Gateway Fund Class Y via Morgan Stanley Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-02-21 | Fidelity Advisor Small Cap Fund: Class I via Morgan Stanley Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-02-21 | Fidelity Advisor Real Estate Income Fund: Class I via Morgan Stanley Investment Account | Purchase | Joint | $15K – $50K | annual |
| 2023-02-21 | Fidelity Advisor Emerging Markets Fund: Class I via Morgan Stanley Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-02-21 | Eaton Vance Floating Rate & High Income Fund Insti Cl via Morgan Stanley Investment Account | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2023-02-21 | Credit Suisse Strategic Income Fd Cl I via Morgan Stanley Investment Account | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2023-02-21 | Angel Oak Multi-Strategy Income Fd Cl A via Morgan Stanley Investment Account | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2023-02-21 | AB Large Cap Growth Fund, Inc. - Advisor Class via Morgan Stanley Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-02-21 | AB High Income Fund, Inc. - Advisor Class via Morgan Stanley Investment Account | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2023-02-16 | iShares Broad USD Investment Grade Corporate Bond ETF via Munley Law Profit Sharing Plan | Purchase | Self | $15K – $50K | annual |
| 2023-01-11 | UBS Prime Reserves Fund via UBS Investment Account | Purchase | Joint | $50K – $100K | annual |
| 2022-12-27 | Elfun Trust Funds | Purchase | Self | $15K – $50K | annual |
| 2022-12-27 | Columbia Acorn International Fund | Purchase | Self | $1,001 – $15K | annual |
| 2022-12-21 | Value Index Fund via Vanguard Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2022-12-19 | Wellesley Income Fund via Vanguard Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2022-12-19 | Wellesley Income Fund via Vanguard Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2022-12-19 | 500 Index Fund via Vanguard Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2022-12-16 | Emerging Mkts Stk Index via Vanguard Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2022-12-16 | Ishares Russell Midcap via Munley Law Profit Sharing Plan | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-12-16 | Ishares Russell 1000 Value via Munley Law Profit Sharing Plan | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-12-16 | Ishares JP Morgan USD via Munley Law Profit Sharing Plan | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-12-16 | Ishares JP Morgan USD via Munley Law Profit Sharing Plan | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-12-16 | Ishares Core MSCI Emerging Markets via Munley Law Profit Sharing Plan | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-12-16 | Ishares Core MSCI EAFE via Munley Law Profit Sharing Plan | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-12-16 | Ishares Broad USD Invt Grade via Munley Law Profit Sharing Plan | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-12-16 | Ishares Broad USD Invt Grade via Munley Law Profit Sharing Plan | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-12-16 | Ishares 3-7 Year Treas Bond via Munley Law Profit Sharing Plan | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2022-12-16 | Ishares 20+ Year Treas Bond via Munley Law Profit Sharing Plan | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-12-16 | iShares 0-5 Year High Yield Corporate Bond via Munley Law Profit Sharing Plan | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-10-12 | Vanguard Healthcare ETF via Morgan Stanley Investment Account | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-10-12 | Locorr Macro via Morgan Stanley Investment Account | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-10-12 | Guggenheim Macro via Morgan Stanley Investment Account | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-10-12 | Gateway Fund via Morgan Stanley Investment Account | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-10-12 | Gabelli Utilities via Morgan Stanley Investment Account | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-10-12 | Angel Oak Multistrat via Morgan Stanley Investment Account | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-09-27 | 500 Index Fund via Vanguard Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2022-09-22 | Value Index Fund via Vanguard Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2022-09-16 | Wellesley Income Fund via Vanguard Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2022-09-16 | Emerging Mkts Stk Index via Vanguard Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2022-07-26 | Ishares Russell 1000 Value via Munley Law Profit Sharing Plan | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-07-26 | Ishares Russell 1000 Growth via Munley Law Profit Sharing Plan | Purchase | Spouse | $1,001 – $15K | annual |
What their office spends
What Cartwright'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): $1,033,682 over the last 4 quarters, 64% 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 '25 | $0 | $1,553 | $98 | $0 | $0 | $1,652 |
| Q1 '25 | $6,269 | $3,025 | $3,765 | $104 | $581 | $13,745 |
| Q4 '24 | $328,218 | $13,658 | $44,247 | $8,384 | $32,936 | $427,442 |
| Q3 '24 | $328,532 | $14,737 | $43,701 | $162,700 | $41,174 | $590,844 |
| Q2 '24 | $357,225 | $5,134 | $46,469 | $37,490 | $67,980 | $514,299 |
| Q1 '24 | $337,360 | $22,604 | $40,010 | $80,943 | $55,874 | $536,792 |
| Q4 '23 | $365,863 | $11,746 | $41,544 | $56,553 | $64,288 | $539,995 |
| Q3 '23 | $334,060 | $2,892 | $44,694 | $196,638 | $27,648 | $605,933 |
| Q2 '23 | $205,280 | $5,597 | $51,377 | $27,176 | $27,783 | $317,213 |
| Q1 '23 | $423,199 | $3,469 | $31,213 | $1,247 | $46,193 | $505,322 |
| Q4 '22 | $310,282 | $3,798 | $45,533 | $102,940 | $29,866 | $492,418 |
| Q3 '22 | $304,338 | $5,165 | $36,271 | $171,247 | $39,873 | $556,895 |
| Q2 '22 | $298,899 | $4,239 | $37,068 | $30,344 | $13,226 | $383,776 |
| Q1 '22 | $294,149 | $5,066 | $43,198 | $95,532 | $18,013 | $455,958 |
| Q4 '21 | $261,227 | $2,504 | $35,609 | $52,238 | $24,895 | $376,473 |
| Q2 '21 | $264,867 | $2,847 | $40,074 | $6,618 | $8,823 | $323,228 |
| Q1 '21 | $248,247 | $4,289 | $40,169 | $40 | $28,456 | $321,201 |
Private funds
10private funds, LLCs and trusts with no ticker
1file a Form D with the SEC
0 of 1bought 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.
Gateway Fund
files a Form D
$8,000
Munley Financing
held from 2021
$175K
Munley Law PC
held from 2021
$175K
Piper Archer III Single Prop aircraft
held from 2021
$175K
UBS Prime Reserves Fund
2 trades
$150K
Wellesley Income Fund
5 trades
$40K
Wisdomtree Trust US Quality
1 trades
$33K
500 Index Fund
4 trades
$32K
Value Index Fund
4 trades
$32K
B.O.B. Digital Marketing Agency, LLC
held from 2021
$500
All 10, 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 |
|---|---|---|---|---|---|---|---|---|---|
| Munley Financing | held 2021 | $100K – $250K | |||||||
| Munley Law PC | held 2021 | $100K – $250K | |||||||
| Piper Archer III Single Prop aircraft | held 2021 | $100K – $250K | |||||||
| UBS Prime Reserves Fund | 2023-01-11 | $100K – $200K | |||||||
| Wellesley Income Fund | 2022-03-22 | $5,005 – $75K | |||||||
| Wisdomtree Trust US Quality | $15K – $50K | ||||||||
| 500 Index Fund | 2022-03-23 | $4,004 – $60K | |||||||
| Value Index Fund | 2022-06-22 | $4,004 – $60K | |||||||
| Gateway Fund | 2010, Georgia | Hedge Fund | $50K | 5 | 2010-07-01 | 2022-10-12 | $1,001 – $15K | ||
| B.O.B. Digital Marketing Agency, LLC | held 2021 | $1 – $1,000 |
How their trades did
Each of Cartwright'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. 2 of their trades could be priced (ETFs, funds and since-delisted stocks can't). Too few to score against chance (it takes 10). Every member, compared.
Best timed
- Sold ETG - Eaton Vance Tax Advantage Global Dividend (ETG) 2024-05-28 · $1,001 – $15K · +1.1% against the market in 30 days, +2.5% in 90
- Bought ETG - Eaton Vance Tax Advantage Global Dividend (ETG) 2023-08-30 · $1,001 – $15K · -3.2% against the market in 30 days, -3.3% in 90
Financial disclosures
8 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 1, 2025 | Termination Report for 2025 | 105 |
| Jan 20, 2025 | Extension for 2025 | — |
| Aug 13, 2024 | Annual Report for 2023 | 159 |
| Apr 23, 2024 | Extension for 2023 | — |
| Aug 10, 2023 | Annual Report for 2022 | 118 |
| May 15, 2023 | Extension for 2022 | — |
| Aug 15, 2022 | Annual Report for 2021 | 184 |
| May 13, 2022 | Extension for 2021 | — |
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 |
|---|---|---|---|---|
| Aug 10, 2023 | 2023-03-22 | Value Index Fund | Outside the year the report covers | Never amended |
| Aug 10, 2023 | 2023-06-01 | Ishares 20+ Year Treas Bond | Outside the year the report covers | Never amended |
| Aug 10, 2023 | 2023-06-07 | American WA Mutual F2 | Outside the year the report covers | Never amended |
| Aug 10, 2023 | 2023-06-07 | Victory Float | Outside the year the report covers | Never amended |
| Aug 10, 2023 | 2023-06-07 | Wisdomtree Trust US Quality | Outside the year the report covers | Never amended |
| Aug 10, 2023 | 2023-06-17 | Emerging Mkts Stk Index | Outside the year the report covers | Never amended |
| Aug 13, 2024 | 2024-08-30 | iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) | Dated after the report was filed | Never amended |