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Members

Byron Donalds R

Republican representative for Florida (FL-19), in the House since Jan 3, 2021.

Among all 439 members

Each dot is a member; Donalds 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

$738K$28K$38.0M

Votes with their party

On party votes in the 119th Congress: most Democrats against most Republicans

97.7%49.0%100.0%

Missed votes

Share of the 119th Congress's roll calls they didn't vote on

10.1%0.0%82.4%

Lobbyists' giving

Contributions and honors lobbyists and their firms report giving them (LD-203), 2021 on; a log scale

$1.4M$1,500$12.5M

Money from out of state

Share of their itemized individual contributions from donors outside their state, latest period (FEC)

70%2%100%

Bills sponsored

In the 119th Congress (GovInfo's bill records)

280130

Voting record

Voteview's DW-NOMINATE first dimension, from every roll call they cast

0.64← more liberalmore conservative →

Where their campaign money comes from

2025–26
$738K
2023–24
$6.6M
2021–22
$5.7M
See the data
PeriodRaisedIndividualsPACsPartiesOwn moneySpentCashOutside forOutside against
2025–26$738,092$533,502$56,800$0$0$2,240,519$237,583$56,532$0
2023–24$6,600,932$4,812,441$682,634$0$0$5,598,912$1,740,010$13,007$21,000
2021–22$5,657,617$4,621,136$571,750$0$0$5,400,520$737,991$282,336$0

FEC totals through Sep 30, 2026.

Who gives to them

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

2025–26
$209K
2023–24
$2.2M
2021–22
$992K

Where it came from

  • Less
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  • Their state
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Their donors' employers

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

ROBINHOOD MARKETS INC
$13K
FIRST BANK
$12K
ENTREPRENEUR
$11K
SAULSBURY INDUSTRIES
$9,900
WELSH CARSON ANDERSON & STOWE
$8,700
WCAS
$8,700
MICRO STAMPING CORP
$7,300
UIHLEIN
$6,600
SUNSHINE GASOLINE
$6,600
SOROBAN CAPITAL PARTNERS LP
$6,600
O BRIEN AUTOMOTIVE TEAM
$6,600
NELSON MULLINS
$6,600
The largest donors, and the numbers
PeriodItemizedContributionsFrom FLRetired donors
2025–26$209,3744,07130%79%
2023–24$2,193,10115,79236%57%
2021–22$992,3204,34249%53%
DonorWhereEmployer, occupationTotal
REUS, SANDRAMIAMI, FLHOMEMAKER, HOMEMAKER$12,400
LANTING, ARLYNHOLLAND, MIRETIRED, RETIRED$9,900
TAYLOR, JUDITHBALA CYNWYD, PARETIRED, RETIRED$8,100
HAAHEIM, CAROLYN JWHITE CITY, ORRETIRED, RETIRED$7,950
SEMCER, FRANKBONITA SPRINGS, FLMICRO STAMPING CORP, EXEC MEDICAL DEVICES$7,300
YODER, MAHLON DAVIDMENIFEE, CARETIRED, RETIRED$6,850
BAUM, DAVIDSANIBEL, FLENTREPRENEUR, ENTREPRENEUR$6,600
BAUM, JUDYJANESVILLE, WIHOMEMAKER, HOMEMAKER$6,600
COX, JOE BNAPLES, FLNELSON MULLINS, ATTORNEY$6,600
CRISWELL, HARRY E IIINAPLES, FLCRISWELL AUTOMOTIVE, AUTO DEALER$6,600
DWYER, JOHN WMELBOURNE BEACH, FLCAPITAL FUNDING GROUP INC, PRESIDENT$6,600
DWYER, NANCY EMELBOURNE BEACH, FLSELF-EMPLOYED, ATTORNEY$6,600
HEDRICK, DALEWEST PALM BEACH, FLHEDRICK BROTHERS CONSTRUCTION, PRESIDENT$6,600
JOHNSON, CHARLES BPALM BEACH, FLRETIRED, RETIRED$6,600
MANDELBLATT, DANIELLEASPEN, CODMM PROPRIETA MANAGEMENT, MANAGER$6,600
MANDELBLATT, ERICASPEN, COSOROBAN CAPITAL PARTNERS LP, MANAGING PARTNER$6,600
REHNERT, GEOFFREYBOSTON, MAAUDAX GROUP, FOUNDER CO-CEO$6,600
SACKS, DAVIDSAN FRANCISCO, CACRAFT VENTURES, FOUNDER$6,600
SCHNATTER, JOHN HNAPLES, FLSELF-EMPLOYED, ENTREPRENEUR$6,600
STALLINGS, KYLEMIDLAND, TXDESERT ROYALTY COMPANY, FOUNDER/CEO$6,600
UIHLEIN, RICHARD ELAKE FOREST, ILUIHLEIN, CEO$6,600
VOCCOLA, FREDERICK JMIAMI, FLKASEYA US SALES, CEO$6,600
WALDRIP, EMORYNAPLES, FLRETIRED, RETIRED$6,600
WILSON, DONALD R JRCHICAGO, ILDRW, CEO$6,600
ZALIK, DAVIDMARIETTA, GAGOLDMAN SACHS, EXECUTIVE$6,600

Their biggest PAC and party givers

All 25
CommitteeConnected organizationTotalGifts
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS POLITICAL ACTION COMMNATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS$20,0008
INDEPENDENT INSURANCE AGENTS & BROKERS OF AMERICA, INC. POLITICAL ACTION COMMITTEE (INSURPAC)INDEPENDENT INSURANCE AGENTS & BROKERS OF AMERICA, INC.$18,50011
ASSOCIATED BUILDERS AND CONTRACTORS, INC. POLITICAL ACTION COMMITTEE (ABC PAC)$17,5006
REGIONS FINANCIAL CORPORATION POLITICAL ACTION COMMITTEEREGIONS FINANCIAL CORPORATION$17,0008
DELOITTE POLITICAL ACTION COMMITTEENONE$16,5008
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY FEDERAL POLITICAL ACTION COMMITTEE (STATE FARM FEDERAL PAC)STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY$16,00011
VALERO ENERGY CORPORATION POLITICAL ACTION COMMITTEEVALERO ENERGY CORPORATION$15,0003
AMERICAN COUNCIL OF ENGINEERING COMPANIES (ACEC/PAC)AMERICAN COUNCIL OF ENGINEERING COMPANIES$15,0004
NEXTERA ENERGY, INC. POLITICAL ACTION COMMITTEENEXTERA ENERGY, INC$14,5006
WELLS FARGO AND COMPANY EMPLOYEES GOOD GOVERNMENT FEDERAL FUND IIWELLS FARGO AND COMPANY NORTH CAROLINA EMPLOYEES GOOD GOVERNMENT FUND$12,5003
UNITED STATES SUGAR CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN POLITICAL ACTION COMMITTEE,UNITED STATES SUGAR CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN POLITICAL ACTION COMMITTEE,$12,5003
NATIONAL BEER WHOLESALERS ASSOCIATION POLITICAL ACTION COMMITTEENATIONAL BEER WHOLESALERS ASSOCIATION$12,5005
ASSOCIATION OF KENTUCKY FRIED CHICKEN FRANCHISEES INC PACASSOCIATION OF KENTUCKY FRIED CHICKEN FRANCHISEES INC.$12,5003
AMERICAN FINANCIAL SERVICES ASSOCIATION PACAMERICAN FINANCIAL SERVICES ASSN$12,5007
NATIONAL ASSOCIATION OF REALTORS POLITICAL ACTION COMMITTEENATIONAL ASSOCIATION OF REALTORS$12,0004
INDEPENDENT COMMUNITY BANKERS OF AMERICA POLITICAL ACTION COMMITTEEINDEPENDENT COMMUNITY BANKERS OF AMERICA$12,00010
NATIONAL STONE, SAND & GRAVEL ASSOCIATION ROCKPACNATIONAL STONE, SAND AND GRAVEL ASSOCIATION$11,0005
CGCN PACNONE$11,00010
UBS AMERICAS INC. POLITICAL ACTION COMMITTEE (UBS PAC)UBS AMERICAS INC.$10,0003
TOMORROW IS MEANINGFUL PACSCOTT$10,0002
ROCK HOLDINGS INC. PACROCK HOLDINGS INC.$10,0004
NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION POLITICAL ACTION COMMITTEENATIONAL ELECTRICAL CONTRACTORS ASSOCIATION$10,0004
MORTGAGE BANKERS ASSOCIATION POLITICAL ACTION COMMITTEE (MORPAC)MORTGAGE BANKERS ASSOCIATION$10,0003
MARATHON PETROLEUM CORPORATION EMPLOYEES POLITICAL ACTION COMMITTEE (MPAC)MARATHON PETROLEUM CORPORATION$10,0003
MAJORITY COMMITTEE PAC--MC PACMAJORITY RISING$10,0002

Outside spending for and against them

All of it
$373K

Who spent it

ELBERT GUILLORY'S AMERICA
$247K
LATINOS FOR CONSERVATIVE VALUES
$56K
PROTECT FREEDOM POLITICAL ACTION COMMITTEE
$40K
MUST WIN. CAN WIN.
$21K
HOUSE FREEDOM FUND
$4,210
NEW JOURNEY PAC, INC.
$3,500
THE GUARDIAN FUND
$902
FREEDOM CAUCUS FUND
$182
GUN RIGHTS AMERICA
$24
See the data
SpenderFor or againstTotalReports
ELBERT GUILLORY'S AMERICAfor$246,70718
LATINOS FOR CONSERVATIVE VALUESfor$56,3508
PROTECT FREEDOM POLITICAL ACTION COMMITTEEfor$40,0003
MUST WIN. CAN WIN.against$21,0002
HOUSE FREEDOM FUNDfor$4,21044
NEW JOURNEY PAC, INC.for$3,5002
THE GUARDIAN FUNDfor$9021
FREEDOM CAUCUS FUNDfor$18210
GUN RIGHTS AMERICAfor$241

What lobbyists report giving them

By the lobbying firm or organization that filed: contributions to their campaigns and PACs, and payments to honor them (LD-203).

All 25
RegistrantTotalItemsFirstLatest
COMCAST CORPORATION$66,5007Oct 28, 2022Feb 17, 2026
AMERICAN ISRAEL PUBLIC AFFAIRS COMMITTEE$37,1009Apr 14, 2022Sep 24, 2024
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY$28,00021Mar 23, 2021Apr 15, 2025
KOCH GOVERNMENT AFFAIRS, LLC$27,50010Jul 22, 2021Jul 17, 2024
AMERICAN BANKERS ASSOCIATION$25,00010Jul 14, 2021Oct 10, 2024
ASSOCIATED BUILDERS AND CONTRACTORS, INC.$22,5007May 26, 2021Jun 20, 2025
THE AMERICAN COUNCIL OF ENGINEERING COMPANIES$22,0006Jul 25, 2022Apr 1, 2025
INDEPENDENT INSURANCE AGENTS & BROKERS OF AMERICA$22,00011Mar 10, 2021Sep 11, 2024
NATIONAL ASSOCIATION OF REALTORS$21,0008Mar 26, 2021Feb 5, 2025
MORTGAGE BANKERS ASSOCIATION$20,5007Jun 15, 2021Sep 26, 2024
AICPA ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS$20,5005Sep 14, 2021Sep 10, 2024
UPS (UNITED PARCEL SERVICE)$20,0005Jun 17, 2021Apr 18, 2022
THE COUNCIL OF INSURANCE AGENTS AND BROKERS$20,0008Mar 25, 2021Sep 25, 2024
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS$20,0008Sep 28, 2021Aug 14, 2024
ACA INTERNATIONAL$20,0007Mar 28, 2022Dec 2, 2024
AMERICAS CREDIT UNIONS, FKA CREDIT UNION NATIONAL ASSOCIATION, INC. DBA AMERICAS CREDIT UNIONS$18,5009Sep 28, 2021Mar 28, 2024
NATIONAL ASSOCIATION OF MUTUAL INSURANCE COMPANIES$18,25011Mar 4, 2021Aug 17, 2023
MARATHON PETROLEUM COMPANY LP$17,5005Nov 23, 2021Sep 20, 2024
REGIONS FINANCIAL CORP$17,0008Aug 10, 2021Sep 11, 2024
NEXTERA ENERGY, INC.$17,0007Mar 14, 2022Apr 15, 2025
DELOITTE LLP$16,5008Feb 1, 2022Feb 28, 2025
CSA STRATEGY GROUP LLC (FORMERLY CSA STRATEGIES LLC)$15,8004Jan 12, 2023May 30, 2024
VALERO ENERGY CORPORATION$15,0003Jun 23, 2022Jul 31, 2024
UBS AMERICAS INC.$15,0004Jul 27, 2023Dec 16, 2024
NATIONAL STONE, SAND & GRAVEL ASSOCIATION$15,0007Sep 19, 2021Jun 3, 2024

Earmarks they asked for

Congressionally directed spending enacted at their request, alone or with others: 21 earmarks, $49.3M. 1 went to an organization whose employees gave to Donalds's campaigns ($1.0M).

FY 2026
$6.1M
FY 2024
$18.0M
FY 2023
$25.2M

Against chance: set beside the earmarks other members of their state's delegation asked for on their own, in the same year and account, 1 of the 21 of theirs went to their donors' employers; chance gives about 0: about what chance gives (a little more, within chance).

The largest

Terminal Expansion, Phase II-Gates Expansion Southwest Florida International Airport (RSW)
Department of Transportation
$7.0M
East Periwinkle Way Bridge Replacement City of Sanibel
Department of Housing and Urban Development
$5.5M
City of Naples Phase 2 Naples Red Bay Tide Septic Tank Mitigation
Environmental Protection Agency
$5.0M
City of Bonita Springs Water Acquisition City of Bonita Springs
Department of Homeland Security
$5.0M
Big Hickory, Little Carlos Pass and New Pass Bridge PD&E
Department of Transportation
$4.0M
Town of Fort Myers Beach
Department of Housing and Urban Development
$3.0M
The Great Dunbar Initiative - Phase 1 Cleveland Avenue Housing Authority of the City of Fort Myers
Department of Housing and Urban Development
$3.0M
Lee County Sheriff's Office
Department of Justice
$2.5M
City of Fort Myers Water Treatment Expansion Plan
Environmental Protection Agency
$2.5M
City of Bonita Springs
Department of Housing and Urban Development
$2.0M
All 21
YearRecipientAmountAsked withIts employees gave themIts lobbying firm gave them
FY 2026Town of Fort Myers Beach
Stormwater and Utilities Improvements
Department of Housing and Urban Development · Community Development Fund · FL
$3,000,000
FY 2026City of Bonita Springs
Rosemary Drive Stormwater Drainage and Pedestrian Safety Project
Department of Housing and Urban Development · Community Development Fund · FL
$2,000,000
FY 2026Florida Gulf Coast University
Southwest Florida Hurricane and Red Tide Instrumentation Network for Improved Detection, Forecast, and Public Awareness
DOC · NOAA— CZM · FL
$1,064,500
FY 2024East Periwinkle Way Bridge Replacement City of Sanibel
Department of Housing and Urban Development · Community Development Fund · FL
$5,500,000
FY 2024Big Hickory, Little Carlos Pass and New Pass Bridge PD&E
Big Hickory, Little Carlos Pass and New Pass Bridge PD&E FL
Department of Transportation · Highway Infrastructure Programs · FL
$4,000,000
FY 2024Lee County Sheriff's Office
Department of Justice · COPS Tech · FL
$2,500,000
FY 2024City of Fort Myers for Raw Water Supply Improvement
Environmental Protection Agency · State and Tribal Assistance Grants—Drinking Water State Revolving Fund · FL
$1,750,000
FY 2024Collier County Sheriff's Office Policing Equipment Upgrades Collier County Sheriff's Office
Department of Justice · COPS Tech · FL
$1,038,000
FY 2024City of Cape Coral for Septic to Sewer Conversion and Utilities Extension
Environmental Protection Agency · State and Tribal Assistance Grants—Clean Water State Revolving Fund · FL
$1,000,000$100, 1 donorBECKER & POLIAKOFF, P.A. ($1,000)
FY 2024Lee County Board of County Commissioners for Water Management Project
Environmental Protection Agency · State and Tribal Assistance Grants—Clean Water State Revolving Fund · FL
$1,000,000BALLARD PARTNERS ($2,700)
FY 2024Florida Gulf Coast University (FGCU) Groundwater to Surface Water Quality Project Florida Gulf Coast University
Department of Commerce · NOAA–CZM (Coastal Zone Management) · FL
$750,000
FY 2024Shady Oaks Community Center At-Risk Youth Facilities City of Fort Myers
Department of Housing and Urban Development · Community Development Fund · FL
$500,000
FY 2023Terminal Expansion, Phase II-Gates Expansion Southwest Florida International Airport (RSW)
Department of Transportation · Grants-in-Aid for Airports · FL
$7,000,000
FY 2023City of Naples Phase 2 Naples Red Bay Tide Septic Tank Mitigation
Environmental Protection Agency · State and Tribal Assistance Grants - Clean Water State Revolving Fund · FL
$5,000,000
FY 2023City of Bonita Springs Water Acquisition City of Bonita Springs
Department of Homeland Security · Federal Assistance - PDM · FL
$5,000,000
FY 2023The Great Dunbar Initiative - Phase 1 Cleveland Avenue Housing Authority of the City of Fort Myers
Department of Housing and Urban Development · Community Development Fund · FL
$3,000,000
FY 2023City of Fort Myers Water Treatment Expansion Plan
Environmental Protection Agency · State and Tribal Assistance Grants - Drinking Water State Revolving Fund · FL
$2,500,000
FY 2023City of Cape Coral for Northeast Reservoir Project
Environmental Protection Agency · State and Tribal Assistance Grants - Clean Water State Revolving Fund · FL
$1,000,000BECKER & POLIAKOFF, P.A. ($500)
FY 2023City of Sanibel Slough Dredge and Water Quality Improvement Project
Environmental Protection Agency · State and Tribal Assistance Grants - Clean Water State Revolving Fund · FL
$1,000,000
FY 2023Examining the Influence of Discharges on Coastal Ecosystems Health and HAB Dynamics Florida Gulf Coast University
Department of Commerce · Operations, Research and Facilities · FL
$440,000
FY 2023City of Marco Island - Clean Waters Marco Island Project
Environmental Protection Agency · State and Tribal Assistance Grants - Clean Water State Revolving Fund · FL
$260,000

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

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
DateQuestionMeasureVoteResult
Sep 16, 2026On Motion to Suspend the Rules and PassS. 2403 Retire through Ownership ActyeaPassed
Sep 16, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 9497 Water Resources Development ActyeaPassed
Sep 16, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 9340 Ratepayer Protection ActyeaPassed
Sep 16, 2026On PassageH.J.Res. 213 Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule issued by the Environmental Protection AyeaPassed
Sep 16, 2026On PassageH.R. 10326 PROOF ActyeaPassed
Sep 16, 2026On PassageH.R. 9576 National Fraud Enforcement Division ActyeaPassed
Sep 16, 2026On Motion to Concur in the Senate AmendmentsH.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 pyeaPassed
Sep 15, 2026On Agreeing to the ResolutionH.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 Inot votingPassed
Sep 15, 2026On PassageH.J.Res. 210 Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Environmental Protectionot votingPassed
Sep 15, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 9500 Tax Relief for Fraud Victims Actnot votingPassed
Sep 15, 2026On Motion to Suspend the Rules and PassH.R. 2140 Diesel Emissions Reduction Actnot votingPassed
Sep 15, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 4646 Whistleblower Protection Actnot votingPassed
Sep 15, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 8278 Fostering the Use of Technology to Uphold Regulatory Effectiveness in Supervision Actnot votingPassed
Sep 15, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 2978 GUARD Actnot votingPassed
Sep 15, 2026On Agreeing to the ResolutionH.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.not votingPassed
Sep 15, 2026On Ordering the Previous QuestionH.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.not votingPassed
Sep 15, 2026On Motion to TableH.Res. 1486 Impeaching Donald John Trump, President of the United States, for high crimes and misdemeanorsnot votingPassed
Sep 14, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 3276 Local Communities & Bird Habitat Stewardship Actnot votingPassed
Sep 14, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 4219 National Wildlife Refuge System Invasive Species Strike Team Actnot votingPassed
Sep 3, 2026On PassageH.R. 4795 Protect Economic and Academic Freedom Actnot votingPassed
Sep 2, 2026On PassageH.R. 1501 Protecting Domestic Mining Actnot votingPassed
Sep 2, 2026On Motion to Suspend the Rules and PassH.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 jnot votingFailed
Sep 1, 2026On Agreeing to the ResolutionH.Res. 1498 In the matter of allegations relating to Representative Chuck Edwardsnot votingPassed
Sep 1, 2026On PassageH.R. 9436 To amend the Consolidated Appropriations Act, 2023 to extend the time period for which certain regulations concerning the North Atlantic rignot votingPassed
Sep 1, 2026On Motion to RecommitH.R. 9436 To amend the Consolidated Appropriations Act, 2023 to extend the time period for which certain regulations concerning the North Atlantic rignot votingFailed
Sep 1, 2026On Agreeing to the ResolutionH.Res. 1490 Providing for the condemnation and denouncement of socialism in all its forms, and for other purposesnot votingPassed
Sep 1, 2026On Agreeing to the ResolutionH.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)not votingPassed
Sep 1, 2026On Ordering the Previous QuestionH.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)not votingPassed
Sep 1, 2026On Motion to Suspend the Rules and Concur in the Senate AmendmentsH.R. 6500 AGOA Extension Actnot votingPassed
Aug 31, 2026On Motion to Suspend the Rules and PassS. 32 Local Access to Courts Actnot votingPassed
Aug 31, 2026On Motion to Suspend the Rules and PassS. 307 Prison Staff Safety Enhancement Actnot votingPassed
Jul 23, 2026On PassageH.R. 8884 Removing Barriers to Work for Disabled Americans ActyeaPassed
Jul 23, 2026On Agreeing to the ResolutionH.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 InayPassed
Jul 22, 2026On Agreeing to the ResolutionH.Con.Res. 113 Establishing the congressional budget for the United States Government for fiscal year 2027 and setting forth the appropriate budgetary leveyeaPassed
Jul 22, 2026On PassageH.R. 7008 Stop Insider Trading ActyeaPassed
Jul 22, 2026On Motion to RecommitH.R. 7008 Stop Insider Trading ActnayFailed
Jul 22, 2026On PassageH.R. 8800 National Defense Authorization Act for Fiscal Year 2027yeaPassed
Jul 22, 2026On Motion to RecommitH.R. 8800 National Defense Authorization Act for Fiscal Year 2027nayFailed
Jul 22, 2026On Agreeing to the AmendmentH.R. 8800 yeaFailed
Jul 22, 2026On Agreeing to the AmendmentH.R. 8800 yeaAgreed to
Jul 22, 2026On Agreeing to the AmendmentH.R. 8800 nayagainst partyFailed
Jul 22, 2026On Agreeing to the AmendmentH.R. 8800 yeaAgreed to
Jul 21, 2026On PassageH.R. 9770 Making continuing appropriations for fiscal year 2027, and for other purposesyeaPassed
Jul 21, 2026On PassageH.R. 6955 Main Street ActyeaPassed
Jul 21, 2026On Motion to RecommitH.R. 6955 Main Street ActnayFailed
Jul 21, 2026On Agreeing to the AmendmentH.R. 8800 yeaFailed
Jul 21, 2026On Agreeing to the AmendmentH.R. 8800 yeaAgreed to
Jul 21, 2026On Agreeing to the AmendmentH.R. 8800 yeaAgreed to
Jul 21, 2026On Agreeing to the AmendmentH.R. 8800 yeaFailed
Jul 21, 2026On Agreeing to the AmendmentH.R. 8800 yeaAgreed to
Jul 21, 2026On Agreeing to the AmendmentH.R. 8800 yeaFailed
Jul 21, 2026On Agreeing to the AmendmentH.R. 8800 yeaFailed
Jul 21, 2026On Agreeing to the AmendmentH.R. 8800 nayagainst partyFailed
Jul 21, 2026On Agreeing to the AmendmentH.R. 8800 yeaFailed
Jul 21, 2026On Agreeing to the AmendmentH.R. 8800 yeaAgreed to
Jul 21, 2026On Agreeing to the AmendmentH.R. 8800 yeaFailed
Jul 21, 2026On Agreeing to the AmendmentH.R. 8800 yeaagainst partyAgreed to
Jul 21, 2026On Agreeing to the AmendmentH.R. 8800 yeaFailed
Jul 21, 2026On Agreeing to the AmendmentH.R. 8800 yeaFailed
Jul 21, 2026On Agreeing to the AmendmentH.R. 8800 yeaFailed
Jul 21, 2026On Agreeing to the ResolutionH.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 theyeaPassed
Jul 21, 2026On Ordering the Previous QuestionH.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 theyeaPassed
Jul 21, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 1118 Value Over Cost ActyeaPassed
Jul 20, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 8823 Putting Patients First by Strengthening Provider Accountability in FECA Actnot votingPassed
Jul 20, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 4541 EARLY Act Reauthorizationnot votingPassed
Jul 16, 2026On Motion to RecommitH.R. 9237 Take Care of America’s Veterans ActnayFailed
Jul 16, 2026On Motion to Suspend the Rules and PassH.R. 5362 To name the Department of Veterans Affairs multispecialty clinic in Marietta, Georgia, as the “Colonel Michael H. Boyce Department of VeterayeaPassed
Jul 15, 2026On PassageH.R. 8595 National Security, Department of State, and Related Programs Appropriations Act, 2027yeaPassed
Jul 15, 2026On Motion to RecommitH.R. 8595 National Security, Department of State, and Related Programs Appropriations Act, 2027nayFailed
Jul 15, 2026On Agreeing to the AmendmentH.R. 8595 yeaFailed
Jul 15, 2026On Agreeing to the AmendmentH.R. 8595 nayFailed
Jul 15, 2026On Agreeing to the AmendmentH.R. 8595 nayFailed
Jul 15, 2026On Agreeing to the AmendmentH.R. 8595 yeaFailed
Jul 15, 2026On Agreeing to the AmendmentH.R. 8595 yeaFailed
Jul 14, 2026On PassageH.R. 1181 Protecting Privacy in Purchases ActyeaPassed
Jul 14, 2026On Motion to RecommitH.R. 1181 Protecting Privacy in Purchases ActnayFailed
Jul 14, 2026On PassageH.R. 139 Sunshine Protection ActyeaPassed
Jul 14, 2026On Agreeing to the ResolutionH.Res. 1423 Providing for consideration of the bills (H.R. 139) Sunshine Protection Act; (H.R. 8595) National Security, Department of State, and RelatedyeaPassed
Jul 14, 2026On Ordering the Previous QuestionH.Res. 1423 Providing for consideration of the bills (H.R. 139) Sunshine Protection Act; (H.R. 8595) National Security, Department of State, and RelatedyeaPassed
Jul 13, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 8897 Improving Travel for American Families ActyeaPassed
Jul 13, 2026On Motion to Suspend the Rules and PassH.R. 3106 Weatherizing Infrastructure in the North and Terrorism Emergency Readiness ActyeaPassed
Jun 30, 2026On Agreeing to the ResolutionH.Res. 1399 Directing the Committee on Ethics to preserve and publicly release records relating to monetary settlements involving acts of sexual harassmyeaPassed
Jun 30, 2026On Agreeing to the ResolutionH.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 LebannayFailed
Jun 30, 2026On Agreeing to the ResolutionH.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. 1383yeaFailed
Jun 30, 2026On Ordering the Previous QuestionH.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. 1383yeaPassed
Jun 29, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 7128 TRIA Program Reauthorization Actnot votingPassed
Jun 29, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 7757 KIDS Actnot votingPassed
Jun 25, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 2478 Financial Exploitation Prevention ActyeaPassed
Jun 24, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 915 Small Business Technological Advancement Actnot votingPassed
Jun 24, 2026On Motion to Suspend the Rules and PassH.R. 7401 Small Business Lending Fraud Prevention ActyeaPassed
Jun 23, 2026On Motion to Suspend the Rules and Concur in Senate Adt to House Adt to Senate AdtH.R. 6644 Housing for the 21st Century ActnayPassed
Jun 23, 2026On Motion to Suspend the Rules and PassS. 629 Emergency Conservation Program Improvement ActyeaPassed
Jun 11, 2026On Agreeing to the ResolutionH.Res. 1335 Condemning actors seeking to defraud the U.S. Government, and expressing the sense of the House of Representatives that government-wide fraunot votingPassed
Jun 11, 2026On Motion to Suspend the Rules and PassH.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 fonot votingFailed
Jun 10, 2026On PassageH.R. 8464 Stopping Fraudulent Payments ActyeaPassed
Jun 10, 2026On Motion to RecommitH.R. 8464 Stopping Fraudulent Payments ActnayFailed
Jun 10, 2026On PassageH.R. 8312 Fraud Prevention and Accountability ActyeaPassed
Jun 10, 2026On PassageH.R. 7892 No Aid for Ghost Students ActyeaPassed
Jun 9, 2026On PassageH.R. 5408 Faster Labor Contracts ActnayPassed
Jun 9, 2026On Agreeing to the ResolutionH.Res. 1140 Providing for consideration of the bill (H.R. 5408) to accelerate workplace time-to-contract under the National Labor Relations ActnayPassed
Jun 9, 2026On PassageS. 2 Secure America ActyeaPassed
Jun 9, 2026On Motion to CommitS. 2 Secure America ActnayFailed
Jun 9, 2026On Motion to DischargeH.Res. 1140 Providing for consideration of the bill (H.R. 5408) to accelerate workplace time-to-contract under the National Labor Relations ActnayPassed
Jun 9, 2026On Agreeing to the ResolutionH.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. 1355yeaPassed
Jun 9, 2026On Ordering the Previous QuestionH.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. 1355yeaPassed
Jun 8, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 8428 Federal Fraud Prevention Workforce Training ActyeaPassed
Jun 8, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 8466 TRUE Accountability ActyeaPassed
Jun 4, 2026On PassageH.R. 2913 Ukraine Support ActnayPassed
Jun 4, 2026On Agreeing to the ResolutionH.Res. 518 Providing for consideration of the bill (H.R. 2913) to authorize support for Ukraine, and for other purposesnayPassed
Jun 4, 2026On PassageH.R. 8646 Agriculture, Rural Development, Food and Drug Administration, and Related Agency Appropriations Act, 2027yeaPassed
Jun 4, 2026On Motion to RecommitH.R. 8646 Agriculture, Rural Development, Food and Drug Administration, and Related Agency Appropriations Act, 2027nayFailed
Jun 4, 2026On Agreeing to the ResolutionH.Res. 1336 Waiving a requirement of clause 6(a) of rule XIII with respect to consideration of certain resolutions reported from the Committee on RulesyeaPassed
Jun 4, 2026On Ordering the Previous QuestionH.Res. 1336 Waiving a requirement of clause 6(a) of rule XIII with respect to consideration of certain resolutions reported from the Committee on RulesyeaPassed
Jun 4, 2026On Agreeing to the ResolutionH.Con.Res. 84 Directing the President pursuant to section 5(c) of the War Powers Resolution to remove United States Armed Forces from LebanonnayFailed
Jun 3, 2026On Motion to DischargeH.Res. 518 Providing for consideration of the bill (H.R. 2913) to authorize support for Ukraine, and for other purposesnayPassed
Jun 3, 2026On Agreeing to the ResolutionH.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 InayPassed
Jun 3, 2026On PassageH.R. 7726 No Funds for Repeat Child Care Violations ActyeaPassed
Jun 3, 2026On Motion to RecommitH.R. 7726 No Funds for Repeat Child Care Violations ActnayFailed
Jun 3, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 2860 Northwest Straits Marine Conservation Initiative Reauthorization ActnayPassed
Jun 3, 2026On Agreeing to the ResolutionH.Res. 1333 Providing for consideration of the bills (H.R. 8646) Agriculture, Rural Development, Food and Drug Administration, and Related Agency AppropyeaPassed
Jun 3, 2026On Ordering the Previous QuestionH.Res. 1333 Providing for consideration of the bills (H.R. 8646) Agriculture, Rural Development, Food and Drug Administration, and Related Agency AppropyeaPassed
Jun 3, 2026On Motion to Suspend the Rules and PassS. 254 ARTIST ActyeaPassed
Jun 3, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 7618 American Battlefield Protection Program Amendments ActyeaPassed
May 21, 2026On PassageH.R. 6047 Sharri Briley and Eric Edmundson Veterans Benefits Expansion ActyeaPassed
May 21, 2026On PassageH.R. 1041 Veterans 2nd Amendment Protection ActyeaPassed
May 21, 2026On Motion to RecommitH.R. 1041 Veterans 2nd Amendment Protection ActnayFailed
May 21, 2026On PassageH.R. 1329 Smithsonian American Women’s History Museum ActyeaFailed
May 21, 2026On Motion to RecommitH.R. 1329 Smithsonian American Women’s History Museum ActnayFailed
May 20, 2026On Agreeing to the ResolutionH.Res. 1300 Providing for consideration of the bill (H.R. 1041) Veterans 2nd Amendment Protection Act; providing for consideration of the bill (H.R. 604yeaPassed
May 20, 2026On Ordering the Previous QuestionH.Res. 1300 Providing for consideration of the bill (H.R. 1041) Veterans 2nd Amendment Protection Act; providing for consideration of the bill (H.R. 604yeaPassed
May 20, 2026On PassageH.R. 2616 PROTECT Kids ActyeaPassed
May 20, 2026On Motion to RecommitH.R. 2616 PROTECT Kids ActnayFailed
May 20, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 1993 25th Anniversary of 9/11 Commemorative Coin ActyeaPassed
May 20, 2026On Motion to Suspend the Rules and PassS. 1003 Lulu’s LawyeaPassed
May 20, 2026On Motion to Suspend the Rules and PassS. 2393 Fiscal Year 2025 Veterans Affairs Major Medical Facility Authorization ActyeaPassed
May 20, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 5317 Community Bank Deposit Access ActyeaPassed
May 20, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 4544 American Access to Banking ActyeaPassed
May 20, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 3234 Keeping Deposits Local ActyeaPassed
May 20, 2026On Motion to Suspend the Rules and AgreeH.Res. 1299 Providing for the concurrence by the House in the Senate amendment to H.R. 6644, with amendmentyeaPassed
May 15, 2026On PassageH.R. 8469 Making appropriations for military construction, the Department of Veterans Affairs, and related agencies for the fiscal year ending SeptembyeaPassed
May 15, 2026On Agreeing to the AmendmentH.R. 8469 yeaFailed
May 14, 2026On PassageH.R. 8365 Monitor Accountability ActyeaPassed
May 14, 2026On Motion to RecommitH.R. 8365 Monitor Accountability ActnayFailed
May 14, 2026On PassageH.R. 5625 Cashless Bail Reporting ActyeaPassed
May 14, 2026On Agreeing to the ResolutionH.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 agnayFailed
May 14, 2026On PassageH.R. 6260 Keeping Violent Offenders Off Our Streets ActyeaPassed
May 14, 2026On Motion to RecommitH.R. 6260 Keeping Violent Offenders Off Our Streets ActnayFailed
May 13, 2026On Motion to Suspend the Rules and AgreeH.Res. 1259 Expressing the sense of the House of Representatives that the President should prioritize securing the release of Pastor Jin Mingri, Pastor yeaPassed
May 13, 2026On Motion to Suspend the Rules and AgreeH.Res. 1251 Calling on elected officials and civil society leaders to counter antisemitism and educate the public on the contributions of the Jewish-AmeyeaPassed
May 13, 2026On Agreeing to the ResolutionH.Con.Res. 96 Expressing support for law enforcement officersyeaPassed

What they sponsor bills about

119th Congress: 28 sponsored, 0 became law · 118th Congress: 81 sponsored, 1 became law · 117th Congress: 34 sponsored, 0 became law

Energy
26
Government Operations and Politics
16
Finance and Financial Sector
16
Congress
12
International Affairs
9
Taxation
8
Emergency Management
8
Transportation and Public Works
6
Their bills
BillLatest action
H.R. 5103Public Law 118-229 FISHES ActJan 4, 2025 Became Public Law No: 118-229.
H.R. 10430 STARS Act of 2026Sep 16, 2026 Referred to the House Committee on Science, Space, and Technology.
H.R. 9777 Protecting Ratepayers ActJul 20, 2026 Referred to the House Committee on Energy and Commerce.
H.R. 9240 Tax Dollar Accountability ActJun 10, 2026 Referred to the House Committee on Oversight and Government Reform.
H.R. 9017 Restore Florida Water Independence Act of 2026Sep 10, 2026 Referred to the Subcommittee on Water, Wildlife and Fisheries.
H.R. 8812 Build Nuclear with Local Materials Act of 2026May 14, 2026 Referred to the House Committee on Energy and Commerce.
H.R. 8371 Reform Immigration Through Biometrics ActApr 21, 2026 Referred to the Subcommittee on Border Security and Enforcement.
H.R. 8328 Defining Dealer ActApr 16, 2026 Referred to the House Committee on Financial Services.
H.R. 6025 Appraisal Industry Improvement ActNov 12, 2025 Referred to the House Committee on Financial Services.
H.R. 5177 To amend title 49, United States Code, with respect to the enforcement of certain safety requirements relating to commerSep 9, 2025 Referred to the Subcommittee on Highways and Transit.
H.R. 4922 D. C. Criminal Reforms to Immediately Make Everyone Safe Act of 2025Sep 17, 2025 Received in the Senate.
H.R. 4494 Flood Insurance Relief ActJul 17, 2025 Referred to the House Committee on Ways and Means.
H.R. 3667 Strengthening American Nuclear Energy ActJun 2, 2025 Referred to the Committee on Energy and Commerce, and in addition to the Committees on Science, Space, and Tec
H.R. 3626 International Nuclear Energy Act of 2025May 29, 2025 Referred to the Committee on Foreign Affairs, and in addition to the Committees on Energy and Commerce, Scienc
H.R. 3433 WILD Act of 2025May 15, 2025 Referred to the House Committee on Natural Resources.
H.R. 2835 Small Bank Holding Company Relief ActJul 15, 2025 Placed on the Union Calendar, Calendar No. 165.
H.R. 2544 Financial Freedom Act of 2025Apr 1, 2025 Referred to the House Committee on Education and Workforce.
H.R. 2422 CAPE Canaveral ActMar 27, 2025 Referred to the House Committee on Science, Space, and Technology.
H.R. 2291 GARD ActMar 24, 2025 Referred to the House Committee on Oversight and Government Reform.
H.R. 2182 Pre-Pilot Pathway ActMar 18, 2025 Referred to the Subcommittee on Aviation.
H.R. 2111 To amend the Federal Food, Drug, and Cosmetic Act to exempt the premium cigar industry from certain regulations.Mar 14, 2025 Referred to the House Committee on Energy and Commerce.
H.R. 2112 To give the force and effect of law to the Executive Order issued on March 6, 2025 entitled "Establishment of the StrateMar 14, 2025 Referred to the House Committee on Financial Services.
H.R. 2113 America Supports Taiwan ActMar 14, 2025 Referred to the House Committee on Foreign Affairs.
H.R. 1786 Harmful Algal Bloom Disaster Relief ActMar 3, 2025 Referred to the Subcommittee on Economic Development, Public Buildings, and Emergency Management.
H.R. 1676 Make SWAPs Efficient Act of 2025Dec 10, 2025 Received in the Senate and Read twice and referred to the Committee on Environment and Public Works.
CongressSponsoredBecame lawCosponsored
119th280266
118th811625
117th340428

2 former staff now lobbying

CHRISTOPHER PLOCH
MISSION STRATEGIES LLC (ENERGY)
6 clients
JACK DREESEN
THE AI POLICY NETWORK INC.
1 client
See the data
LobbyistFormer position, as they list itFirmsClientsYears
CHRISTOPHER PLOCHSenior Advisor, US DOE; Legislative Counsel, Rep. Byron DonaldsMISSION STRATEGIES LLC (ENERGY)62026
JACK DREESENSenior Leg. Asst, Rep. Byron Donalds; Leg. Asst, Rep. Byron Donalds; Staff Asst., Rep. Byron DonaldsTHE AI POLICY NETWORK INC.12026

From their payroll to lobbying

People Donalds'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 Donalds themselves.

CHRISTOPHER PLOCH ✓
Legislative Assistant · Legislative Correspondent · Legislative Counsel, last paid Q2 2025 · MISSION STRATEGIES LLC (ENERGY)
8 clients
JACK DREESEN ✓
Legislative Assistant · Paid Intern - House Program · Senior Legislative Assistant · Staff Assistant, last paid Q2 2026 · THE AI POLICY NETWORK INC.
1 client
HARRISON FIELDS
Director of Communications · Senior Advisor, last paid Q1 2024 · CGCN GROUP, LLC
5 clients
ADAM FARRIS
Legislative Director, last paid Q2 2021 · TOYOTA MOTOR NORTH AMERICA, INC. (TMA)
1 client
See the data
LobbyistOn the payroll asLast paidLobbying forClientsYearsConfirmed
CHRISTOPHER PLOCHLegislative Assistant · Legislative Correspondent · Legislative CounselQ2 2025MISSION STRATEGIES LLC (ENERGY)82026yes
JACK DREESENLegislative Assistant · Paid Intern - House Program · Senior Legislative Assistant · Staff AssistantQ2 2026THE AI POLICY NETWORK INC.12026yes
HARRISON FIELDSDirector of Communications · Senior AdvisorQ1 2024CGCN GROUP, LLC52026no
ADAM FARRISLegislative DirectorQ2 2021TOYOTA MOTOR NORTH AMERICA, INC. (TMA)12026no

Subcommittees

Holdings and trades

−$309K – $2.6Mnet worth, 2025 report
429trades on their reports
70 of 244trades reported after 45 days
37 daystypical time to report a trade
5reports filed on paper
187trades we read from their scanned reports
6filing 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. 3 years were filed on paper, not read yet (hatched).

$10K$100K$1M$10M$100M20212022202320242025

Largest holdings, 2025 report

OptimaEd, Inc.
Business Entity · Spouse
$500K+
Optima Management Services, LLC
Business Entity · Spouse
$250K+
Optima Management Services, LLC ⇒ Dewalt Impact Group, LLC
Business Entity · Spouse
$250K+
Nuveen Lifecycle Index 2045 Fund R6
Mutual Funds · Spouse
$100K+
Bitcoin (CRYPTO:BTC)
Cryptocurrency · Spouse
$50K+
FRS 2045 Retirement Fund
Retirement Plans · Spouse
$15K+
Parker-Hannifin Corporation
Corporate Securities · Self
$15K+
Alphabet Inc. - Class C Capital Stock
Corporate Securities · Self
$1,001+
Alphabet Inc. - Class C Capital Stock
Corporate Securities · Spouse
$1,001+
Amazon.com, Inc. - Common Stock
Corporate Securities · Spouse
$1,001+
Amazon.com, Inc. - Common Stock
Corporate Securities · Self
$1,001+
Amphenol Corporation Common Stock
Corporate Securities · Spouse
$1,001+
Their 25 largest holdings, as a table
AssetKindOwnerValueIncome
OptimaEd, Inc.Business EntitySpouse$500K – $1.0MNone: —
Optima Management Services, LLCBusiness EntitySpouse$250K – $500KNone: —
Optima Management Services, LLC ⇒ Dewalt Impact Group, LLCBusiness EntitySpouse$250K – $500KBusiness Income: $100K – $1.0M
Nuveen Lifecycle Index 2045 Fund R6Mutual FundsSpouse$100K – $250KTax-Deferred: —
Bitcoin (CRYPTO:BTC)CryptocurrencySpouse$50K – $100KTax-Deferred: —
FRS 2045 Retirement FundRetirement PlansSpouse$15K – $50KTax-Deferred: —
Parker-Hannifin CorporationCorporate SecuritiesSelf$15K – $50KTax-Deferred: —
Alphabet Inc. - Class C Capital StockCorporate SecuritiesSelf$1,001 – $15KTax-Deferred: —
Alphabet Inc. - Class C Capital StockCorporate SecuritiesSpouse$1,001 – $15KTax-Deferred: —
Amazon.com, Inc. - Common StockCorporate SecuritiesSpouse$1,001 – $15KTax-Deferred: —
Amazon.com, Inc. - Common StockCorporate SecuritiesSelf$1,001 – $15KTax-Deferred: —
Amphenol Corporation Common StockCorporate SecuritiesSpouse$1,001 – $15KTax-Deferred: —
Amphenol Corporation Common StockCorporate SecuritiesSelf$1,001 – $15KTax-Deferred: —
Arista Networks, Inc. Common StockCorporate SecuritiesSpouse$1,001 – $15KTax-Deferred: —
Arista Networks, Inc. Common StockCorporate SecuritiesSelf$1,001 – $15KTax-Deferred: —
Autodesk, Inc. - Common StockCorporate SecuritiesSpouse$1,001 – $15KTax-Deferred: —
Autodesk, Inc. - Common StockCorporate SecuritiesSelf$1,001 – $15KTax-Deferred: —
Broadcom Inc. - Common StockCorporate SecuritiesSpouse$1,001 – $15KTax-Deferred: —
Broadcom Inc. - Common StockCorporate SecuritiesSelf$1,001 – $15KTax-Deferred: —
Brown & Brown, Inc. Common StockCorporate SecuritiesSpouse$1,001 – $15KTax-Deferred: —
Brown & Brown, Inc. Common StockCorporate SecuritiesSelf$1,001 – $15KTax-Deferred: —
Cadence Design Systems, Inc.Corporate SecuritiesSpouse$1,001 – $15KTax-Deferred: —
Cadence Design Systems, Inc.Corporate SecuritiesSelf$1,001 – $15KTax-Deferred: —
Carnival Corporation Ltd. Common SharesCorporate SecuritiesSpouse$1,001 – $15KTax-Deferred: —
Carnival Corporation Ltd. Common SharesCorporate SecuritiesSelf$1,001 – $15KTax-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. 187 of these were read from scanned paper reports; 2 of those, not yet reviewed, were read with some doubt.

  • Purchases
  • Sales
202120222023202420252026

What they trade most

The Trade Desk, Inc. - Class A Common Stock (TTD)
2025–2026 · $12K – $180K
12 trades
Brown & Brown, Inc. Common Stock (BRO)
2025–2026 · $9,009 – $135K
9 trades
Howmet Aerospace Inc. Common Stock (HWM)
2022–2026 · $8,008 – $120K
8 trades
Chipotle Mexican Grill, Inc. Common Stock (CMG)
2025–2026 · $8,008 – $120K
8 trades
Progressive Corporation (PGR)
2025–2025 · $7,007 – $105K
7 trades
Carlisle Cos Inc (CSL)
2021–2022 · $6,006 – $90K
6 trades
Carlisle Companies Incorporated (CSL)
2022–2022 · $6,006 – $90K
6 trades
GoDaddy Inc. Class A Common Stock (GDDY)
2025–2025 · $6,006 – $90K
6 trades
Fortinet, Inc. - Common Stock (FTNT)
2025–2025 · $6,006 – $90K
6 trades
PayPal Holdings, Inc. - Common Stock (PYPL)
2025–2026 · $6,006 – $90K
6 trades
Their latest 300 of 429 trades
DateAssetTradeOwnerAmountDays to report
2026-08-12Netflix, Inc. - Common Stock
via Moran Wealth IRA
PurchaseSelf$1,001 – $15K34
2026-08-12Netflix, Inc. - Common Stock
via Moran Wealth IRA
PurchaseSpouse$1,001 – $15K34
2026-08-11Parker-Hannifin Corporation Common Stock
via Moran Wealth IRA
Sale (Partial)Spouse$1,001 – $15K35
2026-08-11Parker-Hannifin Corporation Common Stock
via Moran Wealth IRA
Sale (Partial)Self$1,001 – $15K35
2026-08-11Howmet Aerospace Inc. Common Stock
via Moran Wealth IRA
Sale (Partial)Spouse$1,001 – $15K35
2026-08-11Howmet Aerospace Inc. Common Stock
via Moran Wealth IRA
Sale (Partial)Self$1,001 – $15K35
2026-06-09Zoetis Inc. Class A Common Stock
via Moran Wealth IRA
PurchaseSpouse$1,001 – $15K36
2026-06-09Zoetis Inc. Class A Common Stock
via Moran Wealth IRA
PurchaseSelf$1,001 – $15K36
2026-06-05Monolithic Power Systems, Inc. - Common Stock
via Moran Wealth IRA
Sale (Partial)Self$1,001 – $15K40
2026-06-05Monolithic Power Systems, Inc. - Common Stock
via Moran Wealth IRA
Sale (Partial)Spouse$1,001 – $15K40
2026-06-05Cadence Design Systems, Inc. - Common Stock
via Moran Wealth IRA
Sale (Partial)Spouse$1,001 – $15K40
2026-06-05Cadence Design Systems, Inc. - Common Stock
via Moran Wealth IRA
Sale (Partial)Self$1,001 – $15K40
2026-04-02Marvell Technology, Inc. - Common Stock
via Moran Wealth IRA
PurchaseSelf$1,001 – $15K41
2026-04-02Marvell Technology, Inc. - Common Stock
via Moran Wealth IRA
PurchaseSpouse$1,001 – $15K41
2026-04-02Intuit Inc. - Common Stock
via Moran Wealth IRA
Sale (Full)Spouse$1,001 – $15K41
2026-04-02Intuit Inc. - Common Stock
via Moran Wealth IRA
Sale (Full)Self$1,001 – $15K41
2026-04-02Eli Lilly and Company Common Stock
via Moran Wealth IRA
PurchaseSelf$1,001 – $15K41
2026-04-02Eli Lilly and Company Common Stock
via Moran Wealth IRA
PurchaseSpouse$1,001 – $15K41
2026-04-02Chipotle Mexican Grill, Inc. Common Stock
via Moran Wealth IRA
Sale (Full)Spouse$1,001 – $15K41
2026-04-02Chipotle Mexican Grill, Inc. Common Stock
via Moran Wealth IRA
Sale (Full)Self$1,001 – $15K41
2026-03-20The Trade Desk, Inc. - Class A Common Stock
via Moran Wealth IRA
Sale (Full)Spouse$1,001 – $15K19
2026-03-20The Trade Desk, Inc. - Class A Common Stock
via Moran Wealth IRA
Sale (Full)Self$1,001 – $15K19
2026-03-20Netflix, Inc. - Common Stock
via Moran Wealth IRA
PurchaseSpouse$1,001 – $15K19
2026-03-20Netflix, Inc. - Common Stock
via Moran Wealth IRA
PurchaseSelf$1,001 – $15K19
2026-03-13PayPal Holdings, Inc. - Common Stock
via Moran Wealth IRA
PurchaseSpouse$1,001 – $15K26
2026-03-13PayPal Holdings, Inc. - Common Stock
via Moran Wealth IRA
PurchaseSelf$1,001 – $15K26
2026-02-10The Trade Desk, Inc. - Class A Common Stock
via Moran Wealth IRA
PurchaseSelf$1,001 – $15K24
2026-02-10The Trade Desk, Inc. - Class A Common Stock
via Moran Wealth IRA
PurchaseSpouse$1,001 – $15K24
2026-02-10ServiceNow, Inc. Common Stock
via Moran Wealth IRA
PurchaseSpouse$1,001 – $15K24
2026-02-10ServiceNow, Inc. Common Stock
via Moran Wealth IRA
PurchaseSelf$1,001 – $15K24
2026-02-10PayPal Holdings, Inc. - Common Stock
via Moran Wealth IRA
Sale (Full)Self$1,001 – $15K24
2026-02-10PayPal Holdings, Inc. - Common Stock
via Moran Wealth IRA
Sale (Full)Spouse$1,001 – $15K24
2026-02-10Brown & Brown, Inc. Common Stock
via Moran Wealth IRA
Sale (Full)Spouse$1,001 – $15K24
2026-02-10Brown & Brown, Inc. Common Stock
via Moran Wealth IRA
Sale (Full)Self$1,001 – $15K24
2026-01-08The Trade Desk, Inc. - Class A Common Stock
via Moran Wealth IRA
Sale (Full)Spouse$1,001 – $15K35
2026-01-08The Trade Desk, Inc. - Class A Common Stock
via Moran Wealth IRA
Sale (Full)Self$1,001 – $15K35
2026-01-08Parker-Hannifin Corporation Common Stock
via Moran Wealth IRA
Sale (Partial)Self$1,001 – $15K35
2026-01-08Howmet Aerospace Inc. Common Stock
via Moran Wealth IRA
Sale (Partial)Self$1,001 – $15K35
2026-01-08Bitcoin (CRYPTO:BTC) PurchaseSpouse$1,001 – $15K35
2025-12-18Bitcoin (CRYPTO:BTC) PurchaseSpouse$50K – $100K22
2025-12-18Bitcoin PurchaseSelf$50K – $100K20
2025-12-04Comfort Systems USA, Inc. Common Stock (FIX) [ST] IRA (Owner: SP)
via Moran Wealth IRA
PurchaseSpouse$1,001 – $15K34
2025-12-04Comfort Systems USA, Inc. Common Stock
via Moran Wealth IRA
PurchaseSelf$1,001 – $15K34
2025-12-04Abbott Laboratories Common Stock
via Moran Wealth IRA
Sale (Full)Spouse$1,001 – $15K34
2025-12-04Abbott Laboratories Common Stock
via Moran Wealth IRA
Sale (Full)Self$1,001 – $15K34
2025-10-24Visa Inc.
via Moran Wealth IRA
PurchaseSpouse$1,001 – $15K25
2025-10-24Progressive Corporation
via Moran Wealth IRA
PurchaseSelf$1,001 – $15K25
2025-10-24Brown & Brown, Inc. Common Stock
via Moran Wealth IRA
PurchaseSelf$1,001 – $15K25
2025-10-23Howmet Aerospace Inc. Common Stock
via Moran Wealth IRA
Sale (Partial)Spouse$1,001 – $15K26
2025-10-23Howmet Aerospace Inc. Common Stock
via Moran Wealth IRA
Sale (Partial)Self$1,001 – $15K26
2025-10-09Tradeweb Markets Inc. - Class A Common Stock
via Moran Wealth IRA
PurchaseSelf$1,001 – $15K40
2025-10-09Tradeweb Markets Inc. - Class A Common Stock
via Moran Wealth IRA
PurchaseSpouse$1,001 – $15K40
2025-10-09The Trade Desk, Inc. - Class A Common Stock
via Moran Wealth IRA
PurchaseSpouse$1,001 – $15K40
2025-10-09The Trade Desk, Inc. - Class A Common Stock
via Moran Wealth IRA
PurchaseSelf$1,001 – $15K40
2025-10-09Progressive Corporation
via Moran Wealth IRA
PurchaseSelf$1,001 – $15K40
2025-10-09Progressive Corporation
via Moran Wealth IRA
PurchaseSpouse$1,001 – $15K40
2025-10-09Fortinet, Inc. - Common Stock
via Moran Wealth IRA
PurchaseSelf$1,001 – $15K40
2025-10-09Fortinet, Inc. - Common Stock
via Moran Wealth IRA
PurchaseSpouse$1,001 – $15K40
2025-10-09Chipotle Mexican Grill, Inc. Common Stock
via Moran Wealth IRA
PurchaseSpouse$1,001 – $15K40
2025-10-09Chipotle Mexican Grill, Inc. Common Stock
via Moran Wealth IRA
PurchaseSelf$1,001 – $15K40
2025-10-09Carnival Corporation Common Stock
via Moran Wealth IRA
PurchaseSpouse$1,001 – $15K40
2025-10-09Carnival Corporation Common Stock
via Moran Wealth IRA
PurchaseSelf$1,001 – $15K40
2025-10-09Brown & Brown, Inc. Common Stock
via Moran Wealth IRA
PurchaseSpouse$1,001 – $15K40
2025-10-09Brown & Brown, Inc. Common Stock
via Moran Wealth IRA
PurchaseSelf$1,001 – $15K40
2025-10-09State Street SPDR S&P 500 ETF Trust
via Moran Wealth IRA
Sale (Full)Spouse$1,001 – $15Kannual
2025-10-09State Street SPDR S&P 500 ETF Trust
via Moran Wealth IRA
Sale (Full)Self$15K – $50Kannual
2025-09-04Tradeweb Markets Inc. - Class A Common Stock
via Moran Wealth IRA
Sale (Full)Spouse$1,001 – $15K33
2025-09-04Tradeweb Markets Inc. - Class A Common Stock
via Moran Wealth IRA
Sale (Full)Self$1,001 – $15K33
2025-09-04The Trade Desk, Inc. - Class A Common Stock
via Moran Wealth IRA
Sale (Full)Self$1,001 – $15K33
2025-09-04The Trade Desk, Inc. - Class A Common Stock
via Moran Wealth IRA
Sale (Full)Spouse$1,001 – $15K33
2025-09-04Progressive Corporation
via Moran Wealth IRA
Sale (Full)Spouse$1,001 – $15K33
2025-09-04Progressive Corporation
via Moran Wealth IRA
Sale (Full)Self$1,001 – $15K33
2025-09-04Molina Healthcare Inc Common Stock
via Moran Wealth IRA
Sale (Full)Self$1,001 – $15K33
2025-09-04Molina Healthcare Inc Common Stock
via Moran Wealth IRA
Sale (Full)Spouse$1,001 – $15K33
2025-09-04IDEXX Laboratories, Inc. - Common Stock
via Moran Wealth IRA
PurchaseSpouse$1,001 – $15K33
2025-09-04IDEXX Laboratories, Inc. - Common Stock
via Moran Wealth IRA
PurchaseSelf$1,001 – $15K33
2025-09-04Fortinet, Inc. - Common Stock
via Moran Wealth IRA
Sale (Full)Self$1,001 – $15K33
2025-09-04Fortinet, Inc. - Common Stock
via Moran Wealth IRA
Sale (Full)Spouse$1,001 – $15K33
2025-09-04Fiserv, Inc. Common Stock
via Moran Wealth IRA
Sale (Full)Spouse$1,001 – $15K33
2025-09-04Fiserv, Inc. Common Stock
via Moran Wealth IRA
Sale (Full)Self$1,001 – $15K33
2025-09-04Chipotle Mexican Grill, Inc. Common Stock
via Moran Wealth IRA
Sale (Full)Self$1,001 – $15K33
2025-09-04Chipotle Mexican Grill, Inc. Common Stock
via Moran Wealth IRA
Sale (Full)Spouse$1,001 – $15K33
2025-09-04Brown & Brown, Inc. Common Stock
via Moran Wealth IRA
Sale (Full)Spouse$1,001 – $15K33
2025-09-04Brown & Brown, Inc. Common Stock
via Moran Wealth IRA
Sale (Full)Self$1,001 – $15K33
2025-09-04State Street SPDR S&P 500 ETF Trust
via Moran Wealth IRA
PurchaseSpouse$1,001 – $15Kannual
2025-09-04State Street SPDR S&P 500 ETF Trust
via Moran Wealth IRA
PurchaseSelf$15K – $50Kannual
2025-08-07Lam Research Corporation - Common Stock (LRCX) [ST] IRA IRA (Owner: SP)
via Moran Wealth IRA
PurchaseSelf$1,001 – $15K29
2025-08-07Lam Research Corporation - Common Stock
via Moran Wealth IRA
PurchaseSpouse$1,001 – $15K29
2025-08-07Howmet Aerospace Inc. Common Stock
via Moran Wealth IRA
Sale (Partial)Self$1,001 – $15K29
2025-08-07Deckers Outdoor Corporation
via Moran Wealth IRA
Sale (Full)Spouse$1,001 – $15K29
2025-08-07Deckers Outdoor Corporation
via Moran Wealth IRA
Sale (Full)Self$1,001 – $15K29
2025-04-10Visa Inc.
via Moran Wealth IRA
PurchaseSelf$1,001 – $15K44
2025-04-10Visa Inc.
via Moran Wealth IRA
PurchaseSpouse$1,001 – $15K44
2025-04-10Regeneron Pharmaceuticals, Inc. - Common Stock
via Moran Wealth IRA
Sale (Full)Spouse$1,001 – $15K44
2025-04-10Regeneron Pharmaceuticals, Inc. - Common Stock
via Moran Wealth IRA
Sale (Full)Self$1,001 – $15K44
2025-04-10Nu Holdings Ltd. Class A Ordinary Shares
via Moran Wealth IRA
Sale (Full)Self$1,001 – $15K44
2025-04-10Nu Holdings Ltd. Class A Ordinary Shares
via Moran Wealth IRA
Sale (Full)Spouse$1,001 – $15K44
2025-04-10Amphenol Corporation Common Stock
via Moran Wealth IRA
PurchaseSpouse$1,001 – $15K44
2025-04-10Amphenol Corporation Common Stock
via Moran Wealth IRA
PurchaseSelf$1,001 – $15K44
2025-03-20Vertex Pharmaceuticals Incorporated - Common Stock
via Moran Wealth IRA
Sale (Full)Spouse$1,001 – $15K25
2025-03-20Vertex Pharmaceuticals Incorporated - Common Stock
via Moran Wealth IRA
Sale (Full)Self$1,001 – $15K25
2025-03-20Veeva Systems Inc. Class A Common Stock
via Moran Wealth IRA
Sale (Full)Self$1,001 – $15K25
2025-03-20Veeva Systems Inc. Class A Common Stock
via Moran Wealth IRA
Sale (Full)Spouse$1,001 – $15K25
2025-03-20Tradeweb Markets Inc. - Class A Common Stock
via Moran Wealth IRA
PurchaseSpouse$1,001 – $15K25
2025-03-20Tradeweb Markets Inc. - Class A Common Stock
via Moran Wealth IRA
PurchaseSelf$1,001 – $15K25
2025-03-20Robinhood Markets, Inc. - Class A Common Stock
via Moran Wealth IRA
Sale (Full)Spouse$1,001 – $15K25
2025-03-20Robinhood Markets, Inc. - Class A Common Stock
via Moran Wealth IRA
Sale (Full)Self$1,001 – $15K25
2025-03-20Progressive Corporation
via Moran Wealth IRA
PurchaseSpouse$1,001 – $15K25
2025-03-20Progressive Corporation
via Moran Wealth IRA
PurchaseSelf$1,001 – $15K25
2025-03-20PayPal Holdings, Inc. - Common Stock
via Moran Wealth IRA
PurchaseSelf$1,001 – $15K25
2025-03-20PayPal Holdings, Inc. - Common Stock
via Moran Wealth IRA
PurchaseSpouse$1,001 – $15K25
2025-03-20Novo Nordisk A/S Common Stock
via Moran Wealth IRA
Sale (Full)Spouse$1,001 – $15K25
2025-03-20Novo Nordisk A/S Common Stock
via Moran Wealth IRA
Sale (Full)Self$1,001 – $15K25
2025-03-20MSCI Inc. Common Stock
via Moran Wealth IRA
Sale (Full)Self$1,001 – $15K25
2025-03-20MSCI Inc. Common Stock
via Moran Wealth IRA
Sale (Full)Spouse$1,001 – $15K25
2025-03-20JP Morgan Chase & Co. Common Stock
via Moran Wealth IRA
Sale (Full)Spouse$1,001 – $15K25
2025-03-20JP Morgan Chase & Co. Common Stock
via Moran Wealth IRA
Sale (Full)Self$1,001 – $15K25
2025-03-20GoDaddy Inc. Class A Common Stock
via Moran Wealth IRA
Sale (Full)Self$1,001 – $15K25
2025-03-20GoDaddy Inc. Class A Common Stock
via Moran Wealth IRA
Sale (Full)Spouse$1,001 – $15K25
2025-03-20Gartner, Inc. Common Stock
via Moran Wealth IRA
Sale (Full)Spouse$1,001 – $15K25
2025-03-20Gartner, Inc. Common Stock
via Moran Wealth IRA
Sale (Full)Self$1,001 – $15K25
2025-03-20Fiserv, Inc. Common Stock
via Moran Wealth IRA
PurchaseSpouse$1,001 – $15K25
2025-03-20Fiserv, Inc. Common Stock
via Moran Wealth IRA
PurchaseSelf$1,001 – $15K25
2025-03-20First Citizens BancShares, Inc. - Class A Common Stock
via Moran Wealth IRA
Sale (Full)Spouse$1,001 – $15K25
2025-03-20First Citizens BancShares, Inc. - Class A Common Stock
via Moran Wealth IRA
Sale (Full)Self$1,001 – $15K25
2025-03-20Equifax, Inc. Common Stock
via Moran Wealth IRA
Sale (Full)Self$1,001 – $15K25
2025-03-20Equifax, Inc. Common Stock
via Moran Wealth IRA
Sale (Full)Spouse$1,001 – $15K25
2025-03-20DoorDash, Inc. - Common Stock
via Moran Wealth IRA
Sale (Full)Spouse$1,001 – $15K25
2025-03-20DoorDash, Inc. - Common Stock
via Moran Wealth IRA
Sale (Full)Self$1,001 – $15K25
2025-03-20Chipotle Mexican Grill, Inc. Common Stock
via Moran Wealth IRA
PurchaseSpouse$1,001 – $15K25
2025-03-20Chipotle Mexican Grill, Inc. Common Stock
via Moran Wealth IRA
PurchaseSelf$1,001 – $15K25
2025-03-20Brown & Brown, Inc. Common Stock
via Moran Wealth IRA
PurchaseSpouse$1,001 – $15K25
2025-03-20Brown & Brown, Inc. Common Stock
via Moran Wealth IRA
PurchaseSelf$1,001 – $15K25
2025-03-20Broadcom Inc. - Common Stock
via Moran Wealth IRA
PurchaseSelf$1,001 – $15K25
2025-03-20Broadcom Inc. - Common Stock
via Moran Wealth IRA
PurchaseSpouse$1,001 – $15K25
2025-03-20Autodesk, Inc. - Common Stock
via Moran Wealth IRA
PurchaseSpouse$1,001 – $15K25
2025-03-20Autodesk, Inc. - Common Stock
via Moran Wealth IRA
PurchaseSelf$1,001 – $15K25
2025-03-20Arista Networks, Inc. Common Stock
via Moran Wealth IRA
PurchaseSpouse$1,001 – $15K25
2025-03-20Arista Networks, Inc. Common Stock
via Moran Wealth IRA
PurchaseSelf$1,001 – $15K25
2025-03-20Amazon.com, Inc. - Common Stock
via Moran Wealth IRA
PurchaseSelf$1,001 – $15K25
2025-03-20Amazon.com, Inc. - Common Stock
via Moran Wealth IRA
PurchaseSpouse$1,001 – $15K25
2025-03-20Abbott Laboratories Common Stock
via Moran Wealth IRA
PurchaseSpouse$1,001 – $15K25
2025-03-20Abbott Laboratories Common Stock
via Moran Wealth IRA
PurchaseSelf$1,001 – $15K25
2025-03-06The Trade Desk, Inc. - Class A Common Stock
via Moran Wealth IRA
PurchaseSpouse$1,001 – $15K39
2025-03-06The Trade Desk, Inc. - Class A Common Stock
via Moran Wealth IRA
PurchaseSelf$1,001 – $15K39
2025-03-06Robinhood Markets, Inc. - Class A Common Stock
via Moran Wealth IRA
PurchaseSelf$1,001 – $15K39
2025-03-06Robinhood Markets, Inc. - Class A Common Stock
via Moran Wealth IRA
PurchaseSpouse$1,001 – $15K39
2025-03-06Chemed Corp
via Moran Wealth IRA
Sale (Full)Self$1,001 – $15K39
2025-03-06Chemed Corp
via Moran Wealth IRA
Sale (Full)Spouse$1,001 – $15K39
2025-02-13Lockheed Martin Corporation Common Stock
via Moran Wealth IRA
Sale (Full)Spouse$1,001 – $15K40
2025-02-13Lockheed Martin Corporation Common Stock
via Moran Wealth IRA
Sale (Full)Self$1,001 – $15K40
2025-02-13Fortinet, Inc. - Common Stock
via Moran Wealth IRA
PurchaseSelf$1,001 – $15K40
2025-02-13Fortinet, Inc. - Common Stock
via Moran Wealth IRA
PurchaseSpouse$1,001 – $15K40
2025-02-13FactSet Research Systems Inc. Common Stock
via Moran Wealth IRA
Sale (Full)Spouse$1,001 – $15K40
2025-02-13FactSet Research Systems Inc. Common Stock
via Moran Wealth IRA
Sale (Full)Self$1,001 – $15K40
2025-02-13DoorDash, Inc. - Common Stock
via Moran Wealth IRA
PurchaseSpouse$1,001 – $15K40
2025-02-13DoorDash, Inc. - Common Stock
via Moran Wealth IRA
PurchaseSelf$1,001 – $15K40
2025-01-21RLI Corp. Common Stock
via Moran Wealth IRA
Sale (Full)Spouse$1,001 – $15K20
2025-01-21GoDaddy Inc. Class A Common Stock
via Moran Wealth IRA
PurchaseSelf$1,001 – $15K20
2025-01-21GoDaddy Inc. Class A Common Stock
via Moran Wealth IRA
PurchaseSpouse$1,001 – $15K20
2025-01-21First Citizens BancShares, Inc. - Class A Common Stock
via Moran Wealth IRA
PurchaseSpouse$1,001 – $15K20
2025-01-21First Citizens BancShares, Inc. - Class A Common Stock
via Moran Wealth IRA
PurchaseSelf$1,001 – $15K20
2025-01-16RLI Corp. Common Stock
via Moran Wealth IRA
Sale (Full)Self$1,001 – $15K25
2025-01-16RLI Corp. Common Stock
via Moran Wealth IRA
Sale (Partial)Self$1,001 – $15K25
2025-01-16RLI Corp. Common Stock
via Moran Wealth IRA
Sale (Partial)Spouse$1,001 – $15K25
2025-01-16Merck & Company, Inc. Common Stock
via Moran Wealth IRA
Sale (Full)Spouse$1,001 – $15K25
2025-01-16Merck & Company, Inc. Common Stock
via Moran Wealth IRA
Sale (Full)Self$1,001 – $15K25
2025-01-16GoDaddy Inc. Class A Common Stock
via Moran Wealth IRA
PurchaseSpouse$1,001 – $15K25
2025-01-16GoDaddy Inc. Class A Common Stock
via Moran Wealth IRA
PurchaseSelf$1,001 – $15K25
2025-01-16First Citizens BancShares, Inc. - Class A Common Stock
via Moran Wealth IRA
PurchaseSelf$1,001 – $15K25
2024-10-01Synopsys, Inc. - Common Stock
via Moran Wealth IRA
Sale (Full)Spouse$1,001 – $15K37
2024-10-01Synopsys, Inc. - Common Stock
via Moran Wealth IRA
Sale (Full)Self$1,001 – $15K37
2024-10-01Nu Holdings Ltd. Class A Ordinary Shares
via Moran Wealth IRA
PurchaseSpouse$1,001 – $15K37
2024-10-01Nu Holdings Ltd. Class A Ordinary Shares
via Moran Wealth IRA
PurchaseSelf$1,001 – $15K37
2024-10-01McKesson Corporation Common Stock
via Moran Wealth IRA
PurchaseSelf$1,001 – $15K37
2024-10-01McKesson Corporation Common Stock
via Moran Wealth IRA
PurchaseSpouse$1,001 – $15K37
2024-10-01AppFolio, Inc. - Class A Common Stock
via Moran Wealth IRA
Sale (Full)Spouse$1,001 – $15K37
2024-10-01AppFolio, Inc. - Class A Common Stock
via Moran Wealth IRA
Sale (Full)Self$1,001 – $15K37
2024-05-09Monster Beverage Corp (MNST) scanSaleSpouse$1,001 – $15K
2024-05-09Monster Beverage Corp (MNST) scanSaleSelf$1,001 – $15K
2024-05-09Equifax inc (EFX) scanPurchaseSpouse$1,001 – $15K
2024-05-09Equifax Inc (EFX) scanPurchaseSelf$1,001 – $15K
2024-03-27Sony Group Corporation (SONY) scan, verifiedSaleSpouse$1,001 – $15K226
2024-03-27Sony Group Corporation (SONY) scan, verifiedSaleSelf$1,001 – $15K226
2024-03-27Humana Inc. (HUM) scan, verifiedSaleSpouse$1,001 – $15K226
2024-03-27Humana Inc. (HUM) scan, verifiedSaleSelf$1,001 – $15K226
2024-03-27Dynatrace Inc New (DT) scan, verifiedSaleSpouse$1,001 – $15K226
2024-03-27Dynatrace Inc New (DT) scan, verifiedSaleSelf$1,001 – $15K226
2024-03-27Synopsys Inc (SNPS) scan, verifiedPurchaseSpouse$1,001 – $15K226
2024-03-27Synopsys Inc (SNPS) scan, verifiedPurchaseSelf$1,001 – $15K226
2024-03-27Deckers Outdoor Corp (DECK) scanPurchaseSpouse$1,001 – $15K226
2024-03-27Deckers Outdoor Corp (DECK) scanPurchaseSelf$1,001 – $15K226
2024-03-27Appfolio Inc A (APPF) scanPurchaseSpouse$1,001 – $15K226
2024-03-27Appfollo Inc A (APPF) scanPurchaseSelf$1,001 – $15K226
2024-02-22Ingersoll Rand Inc (IR) scanSaleSelf$1,001 – $15K260
2024-02-22General Motors Co (GM) scanSaleSelf$1,001 – $15K260
2024-02-22Brlatal Myers Squibb Cntnot VL RT (BMY) scanSaleSelf$1,001 – $15K260
2024-02-22Humana Inc. (HUM) scanPurchaseSelf$1,001 – $15K260
2024-02-22Alphabet Inc Cap Stock CI C (GOOG) scanPurchaseSelf$1,001 – $15K
2023-10-19Stmicroelectronics (STM) scanSaleSpouse$1,001 – $15K386
2023-10-19Stmicroelectronics (STM) scanSaleSelf$1,001 – $15K386
2023-10-19Quidelortho Corp (QDEL) scanSaleSpouse$1,001 – $15K386
2023-10-19Quidelortho Corp (QDEL) scanSaleSelf$1,001 – $15K386
2023-10-19Edwards Life Sclences Corp (EW) scanSaleSpouse$1,001 – $15K386
2023-10-19Edwards Life Sclences Corp (EW) scanSaleSelf$1,001 – $15K386
2023-10-19Elevance Health Inc (ELV) scanSaleSpouse$1,001 – $15K386
2023-10-19Elevance Health Inc (ELV) scanSaleSelf$1,001 – $15K386
2023-10-19Nvidla Corparation (NVDA) scanPurchaseSpouse$1,001 – $15K386
2023-10-19Nvidia Corporation (NVDA) scanPurchaseSelf$1,001 – $15K386
2023-10-19JP Morgan Chase & Co (JPM) scanPurchaseSpouse$1,001 – $15K386
2023-10-19JP Morgan Chase & Co (JPM) scanPurchaseSelf$1,001 – $15K386
2023-10-19Alphabet Inc Cap Stock CI C (GOOG) scanPurchaseSpouse$1,001 – $15K386
2023-10-19Alphabet Inc Cap Stock CI C (GOOG) scanPurchaseSelf$1,001 – $15K386
2023-10-19Dynatrace Inc New (DT) scanPurchaseSpouse$1,001 – $15K386
2023-10-19Dynatrace Inc New (DT) scanPurchaseSelf$1,001 – $15K
2023-07-05Washington Fed Inc Com (WAFD) scanSaleSpouse$1,001 – $15K492
2023-07-05Washington Fed Inc Com (WAFD) scanSaleSelf$1,001 – $15K492
2023-07-05Revvity Inc. (RVTY) scanSaleSpouse$1,001 – $15K492
2023-07-05Revvity Inc. (RVTY) scanSaleSelf$1,001 – $15K492
2023-07-05Arch Resources CI A (ARCH) scanSaleSpouse$1,001 – $15K492
2023-07-05Arch Resources CI A (ARCH) scanSaleSelf$1,001 – $15K492
2023-07-05R L I Corp (RLI) scanPurchaseSpouse$1,001 – $15K492
2023-07-05R LI Corp (RLI) scanPurchaseSelf$1,001 – $15K492
2023-07-05Microsoft Corp (MSFT) scanPurchaseSpouse$1,001 – $15K492
2023-07-05Micrasaft Corp (MSFT) scanPurchaseSelf$1,001 – $15K492
2023-07-05Meta Platforms Inc CI A (META) scanPurchaseSpouse$1,001 – $15K492
2023-07-05Meta Platforme Inc CI A (META) scanPurchaseSelf$1,001 – $15K492
2023-02-24Zebra Technologies Corp CI A (ZBRA) scanSaleSpouse$1,001 – $15K
2023-02-24Zebra Technologies Corp CI A (ZBRA) scanSaleSelf$1,001 – $15K
2023-02-24Waters Corp (WAT) scanSaleSpouse$1,001 – $15K
2023-02-24Waters Corp (WAT) scanSaleSelf$1,001 – $15K623
2023-02-24Intuitive Surgical Inc New (ISRG) scanSaleSpouse$1,001 – $15K623
2023-02-24Intuitive Surgical Inc New (ISRG) scanSaleSelf$1,001 – $15K623
2023-02-24Fortinet Inc. (FTNT) scanSaleSpouse$1,001 – $15K623
2023-02-24Fortinet Inc. (FTNT) scanSaleSelf$1,001 – $15K623
2023-02-24Stricroelectronics (STM) scanPurchaseSpouse$1,001 – $15K623
2023-02-24Stmicroelectronica (STM) scanPurchaseSelf$1,001 – $15K623
2023-02-24MSCI Inc (MSCI) scanPurchaseSpouse$1,001 – $15K623
2023-02-24MSCI Inc (MSCI) scanPurchaseSelf$1,001 – $15K623
2023-02-24Gartner Inc NEW (IT) scanPurchaseSpouse$1,001 – $15K623
2023-02-24Gartner Inc NEW (IT) scanPurchaseSelf$1,001 – $15K623
2023-02-24Humana Inc. (HUM) scanPurchaseSpouse$1,001 – $15K623
2023-02-24Humana Inc. (HUM) scanPurchaseSelf$1,001 – $15K623
2022-12-07Carlisle Cos Inc (CSL) scan, not yet reviewedSaleSpouse$1,001 – $15K
2022-12-07Comerica Inc (CMA) scanSaleSelf$1,001 – $15K702
2022-12-07CH Robinson Worldwide (CHRW) scanSaleSpouse$1,001 – $15K702
2022-12-07CH Robinson Worldwide (CHRW) scanSaleSelf$1,001 – $15K702
2022-12-07Brunswick Corp (BC) scanSaleSpouse$1,001 – $15K702
2022-12-07Brunswick Corp (BC) scanSaleSelf$1,001 – $15K702
2022-12-07Vertex Pharmaceuticals (VRTX) scanPurchaseSpouse$1,001 – $15K702
2022-12-07Vertex Pharmaceuticals (VRTX) scanPurchaseSelf$1,001 – $15K702
2022-12-07Quidelortho Corp (QDEL) scanPurchaseSpouse$1,001 – $15K702
2022-12-07Quidelortho Corp (QDEL) scanPurchaseSelf$1,001 – $15K702
2022-12-07Monolithic Power Systems (MPWR) scanPurchaseSpouse$1,001 – $15K702
2022-12-07Monolithic Power Systems (MPWR) scanPurchaseSelf$1,001 – $15K702
2022-12-07Arch Resources Inc Cl A (ARCH) scanPurchaseSpouse$1,001 – $15K702
2022-12-07Arch Resources Inc Cl A (ARCH) scanPurchaseSelf$1,001 – $15K702
2022-12-07Vertex Pharmaceuticals Incorporated
via Moran Wealth IRA
PurchaseSpouse$1,001 – $15Kannual
2022-12-07Vertex Pharmaceuticals Incorporated
via Moran Wealth IRA
PurchaseSelf$1,001 – $15Kannual
2022-12-07QuidelOrtho Corporation
via Moran Wealth IRA
PurchaseSpouse$1,001 – $15Kannual
2022-12-07QuidelOrtho Corporation
via Moran Wealth IRA
PurchaseSelf$1,001 – $15Kannual
2022-12-07Monolithic Power Systems, Inc.
via Moran Wealth IRA
PurchaseSpouse$1,001 – $15Kannual
2022-12-07Monolithic Power Systems, Inc.
via Moran Wealth IRA
PurchaseSelf$1,001 – $15Kannual
2022-12-07Comerica Incorporated
via Moran Wealth IRA
Sale (Full)Spouse$1,001 – $15Kannual
2022-12-07Comerica Incorporated
via Moran Wealth IRA
Sale (Full)Self$1,001 – $15Kannual
2022-12-07Carlisle Companies Incorporated
via Moran Wealth IRA
Sale (Full)Spouse$1,001 – $15Kannual
2022-12-07Carlisle Companies Incorporated
via Moran Wealth IRA
Sale (Full)Self$1,001 – $15Kannual
2022-12-07C.H. Robinson Worldwide, Inc.
via Moran Wealth IRA
Sale (Full)Spouse$1,001 – $15Kannual
2022-12-07C.H. Robinson Worldwide, Inc.
via Moran Wealth IRA
Sale (Full)Self$1,001 – $15Kannual
2022-12-07Brunswick Corporation
via Moran Wealth IRA
Sale (Full)Spouse$1,001 – $15Kannual
2022-12-07Brunswick Corporation
via Moran Wealth IRA
Sale (Full)Self$1,001 – $15Kannual
2022-12-07Arch Resources, Inc. Class A
via Moran Wealth IRA
PurchaseSpouse$1,001 – $15Kannual
2022-12-07Arch Resources, Inc. Class A
via Moran Wealth IRA
PurchaseSelf$1,001 – $15Kannual
2022-10-07Take-Two Software (TTWO) scan, not yet reviewedSaleSpouse$1,001 – $15K
2022-10-07Stellantis NV (STLA) scanSaleSelf$1,001 – $15K
2022-10-07Novo-Nordisk As Adr (NVO) scanPurchaseSpouse$1,001 – $15K
2022-10-07Novo-Nordisk As Adr (NVO) scanPurchaseSelf$1,001 – $15K
2022-10-07Carlisle Cos Inc (CSL) scanPurchaseSpouse$1,001 – $15K
2022-10-07Carlisle Cos Inc (CSL) scanPurchaseSelf$1,001 – $15K
2022-10-07Take-Two Interactive Software, Inc.
via Moran Wealth IRA
Sale (Full)Spouse$1,001 – $15Kannual
2022-10-07Take-Two Interactive Software, Inc.
via Moran Wealth IRA
Sale (Full)Self$1,001 – $15Kannual
2022-10-07Stellantis N.V. Common Shares
via Moran Wealth IRA
Sale (Full)Spouse$1,001 – $15Kannual
2022-10-07Stellantis N.V. Common Shares
via Moran Wealth IRA
Sale (Full)Self$1,001 – $15Kannual
2022-10-07Novo Nordisk A/S
via Moran Wealth IRA
PurchaseSpouse$1,001 – $15Kannual
2022-10-07Novo Nordisk A/S
via Moran Wealth IRA
PurchaseSelf$1,001 – $15Kannual
2022-10-07Carlisle Companies Incorporated
via Moran Wealth IRA
PurchaseSpouse$1,001 – $15Kannual
2022-10-07Carlisle Companies Incorporated
via Moran Wealth IRA
PurchaseSelf$1,001 – $15Kannual
2022-08-12Westlake Corporation (WLK) scanSaleSpouse$1,001 – $15K
2022-08-12Westlake Corporation (WLK) scanSaleSelf$1,001 – $15K
2022-08-12Verizon Communications Inc (VZ) scanSaleSpouse$1,001 – $15K
2022-08-12Verizon Communications Inc (VZ) scanSaleSelf$1,001 – $15K
2022-08-12Expediters Intl Wash Inc (EXPD) scanSaleSpouse$1,001 – $15K
2022-08-12Expediters Int Wash Inc (EXPD) scanSaleSelf$1,001 – $15K
2022-08-12Celanese Corp (CE) scanSaleSpouse$1,001 – $15K
2022-08-12Celanese Corp (CE) scanSaleSelf$1,001 – $15K
2022-08-12Alcoa Corp. (AA) scanSaleSpouse$1,001 – $15K
2022-08-12Alcoa Corp. (AA) scanSaleSelf$1,001 – $15K
2022-08-12Waters Corp (WAT) scanPurchaseSpouse$1,001 – $15K
2022-08-12Waters Corp (WAT) scanPurchaseSelf$1,001 – $15K
2022-08-12Merck & Co Inc (MRK) scanPurchaseSpouse$1,001 – $15K

What their office spends

What Donalds'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): $2,352,119 over the last 4 quarters, 56% of it staff pay. A quarter's figures include late lines charged to the year before.

Q1 '21Q2 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26$689,492Q2 '26
The numbers
QuarterStaff payTravelOffices: rent, phones, utilitiesMail and printingEverything elseTotal
Q2 '26$299,848$99,024$41,781$201,313$47,527$689,492
Q1 '26$318,105$79,754$8,378$196,738$65,220$668,195
Q4 '25$411,467$30,722$9,677$459$25,140$477,464
Q3 '25$277,914$32,466$8,965$158,109$39,514$516,968
Q2 '25$269,957$51,581$13,004$386$22,518$357,446
Q1 '25$313,662$23,914$13,822$868$200,151$552,417
Q4 '24$388,910$26,021$58,530$204$4,006$477,670
Q3 '24$277,112$12,190$9,319$52,291$7,358$358,269
Q2 '24$277,430$18,337$9,393$42,161$9,166$356,487
Q1 '24$295,750$16,935$21,112$152,887$73,974$560,658
Q4 '23$395,850$25,056$9,282$370$21,727$452,285
Q3 '23$295,217$20,682$15,574$108,645$17,410$457,528
Q2 '23$291,600$27,427$14,001$51,418$41,680$426,127
Q1 '23$332,386$19,275$19,228$26,877$63,475$461,241
Q4 '22$423,634$13,566$8,285$26,721$9,393$481,599
Q3 '22$321,062$11,150$9,406$107,521$19,326$468,464
Q2 '22$292,506$28,793$53,861$199,372$21,592$596,124
Q1 '22$294,761$7,994$24,900$109,635$64,013$501,303
Q4 '21$283,495$7,669$9,966$96,068$33,182$430,381
Q2 '21$223,015$7,642$7,406$35,702$19,581$293,346
Q1 '21$209,111$6,014$6,764$3,932$31,182$257,002

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).

Perez-Acosta Mehgan E
Chief of Staff
$166,850
Purdon Jesse M.
Senior Advisor
$155,500
Mitchell Shelby R.
Director of Scheduling & Opera
$147,917
Donnelly Ryan
Legislative Director · Deputy Chief of Staff
$132,861
Price Francia
District Director
$128,333
First Daniel S.
Communications Director
$104,722
Cabassa Stephanie J.
Deputy District Director
$93,333
Ferrie Madison L.
Press Secretary · Communications Director
$76,500
Dreesen Jack T.
Legislative Assistant · Senior Legislative Assistant
$75,361
Lanham Emily P.
Legislative Aide · Paid Intern - House Program · Legislative Assistant
$62,842
All 50
NameTitlePaidQuarters
Perez-Acosta Mehgan EChief of Staff$166,8504
Purdon Jesse M.Senior Advisor$155,5004
Mitchell Shelby R.Director of Scheduling & Opera$147,9174
Donnelly RyanLegislative Director · Deputy Chief of Staff$132,8614
Price FranciaDistrict Director$128,3334
First Daniel S.Communications Director$104,7224
Cabassa Stephanie J.Deputy District Director$93,3334
Ferrie Madison L.Press Secretary · Communications Director$76,5004
Dreesen Jack T.Legislative Assistant · Senior Legislative Assistant$75,3614
Lanham Emily P.Legislative Aide · Paid Intern - House Program · Legislative Assistant$62,8424
Fitzpatrick MadisonDistrict Representative$54,8894
Zams Kelly LShared Employee$32,9174
Pena KaitlynSpecial Assistant$19,0002
Pferdehirt Helen A.District Representative$5,4171
Harris KatrinaPaid Intern - House Program · Staff Assistant$5,2222
Juszczyk Bailee C.Paid Intern - House Program · Temporary Employee$5,1672
Carey Logan B.Paid Intern - House Program$5,0002
Guerrier Christian R.Paid Intern - House Program$4,5002
Dalton Amanda F.Paid Intern - House Program$4,4172
Livingston Journie N.Paid Intern - House Program$4,2082
Barnes Zachary C.Shared Employee$3,0001
Dugas Kellan C.Paid Intern - House Program$2,0831
Lane ElizabethPaid Intern - House Program$1,5831
Chronis Nicole R.Paid Intern - House Program$1,2921
Doyl Ana R.District Office Paid Intern -$1,2602
Eliutina AlinaPaid Intern - House Program$1,2501
Collings Christopher J.Paid Intern - House Program$1,2501
Raquib Ovi Z.Paid Intern - House Program$1,2081
Priede ConnorPaid Intern - House Program$1,0421
Uncu Maria I.District Office Paid Intern -$8602
Trufant AnyaDistrict Office Paid Intern -$8002
Mascadri MariaDistrict Office Paid Intern -$8002
Jimenez Joshua D.District Office Paid Intern -$8002
Dorofy Brooke E.District Office Paid Intern -$8002
Holtze Anne E.District Office Paid Intern -$7002
Quevedo MarcelaDistrict Office Paid Intern -$4002
Orlando Mcsheehy Maria G.District Office Paid Intern -$4002
Butrum Lauren A.District Office Paid Intern -$4002
Samuel Jacob M.District Office Paid Intern -$2671
Opper Jayden T.District Office Paid Intern -$2671
O'brien Mary-CatherineDistrict Office Paid Intern -$2671
Gutierrez BrandyDistrict Office Paid Intern -$2671
Murray Liam M.District Office Paid Intern -$2401
Feichthaler TylerDistrict Office Paid Intern -$2401
Preshard Jacob E.District Office Paid Intern -$2331
Steere Campbell A.District Office Paid Intern -$2001
Nevin Peter R.District Office Paid Intern -$1331
Crandall Margaret L.District Office Paid Intern -$1331
Hennessey EvieDistrict Office Paid Intern -$1031
Vasha AngelaDistrict Office Paid Intern -$1001

Private funds

4private 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.

Optima Management Services, LLC
held from 2023
$3.0M
OptimaEd, LLC
held from 2023
$3.0M
Optima Management Services, LLC ⇒ Dewalt Impact Group, LLC
held from 2025
$375K
Labcorp Holdings Inc (LH)
1 trades
$8,000
All 4, 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 entityManagerFormedKindMinimumInvestorsFirst saleThey boughtTradedHeld
Optima Management Services, LLCheld 2023$1.0M – $5.0M
OptimaEd, LLCheld 2023$1.0M – $5.0M
Optima Management Services, LLC ⇒ Dewalt Impact Group, LLCheld 2025$250K – $500K
Labcorp Holdings Inc (LH)2022-01-06$1,001 – $15K

How their trades did

Each of Donalds'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. 224 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
-5.0%-2.5%0+2.5%+5.0%
30 days later
224 trades · 44% beat the market
-0.4%
90 days later
218 trades · 50% beat the market
+3.3%

Before the public knew: between trading and first reporting a trade (a median of 33 days; 0% of them reported late), their trades moved +1.5% against the market, where the same trades on other days give -1.0% to +2.4%. Copying each on the day it was reported would have earned +2.7% over the next 30 days.

Their trades as a fund

Each purchase buys the middle of its amount band, each sale sells it, from Jan 6, 2022: 7.0% a year against the S&P 500's 11.9%; copying the reports, 10.6%. Their timing is within what chance gives (the same stocks, in the same order, moved by up to a year). The House ETF.

Best timed

  1. Bought Marvell Technology, Inc. (MRVL) 2026-04-02 · $1,001 – $15K · +43.3% against the market in 30 days, +140.3% in 90
  2. Bought Marvell Technology, Inc. (MRVL) 2026-04-02 · $1,001 – $15K · +43.3% against the market in 30 days, +140.3% in 90
  3. Sold The Trade Desk, Inc. (TTD) 2026-01-08 · $1,001 – $15K · +28.2% against the market in 30 days, +43.8% in 90

Worst timed

  1. Bought Chipotle Mexican Grill, Inc. (CMG) 2025-10-09 · $1,001 – $15K · -27.0% against the market in 30 days, -7.7% in 90
  2. Bought Chipotle Mexican Grill, Inc. (CMG) 2025-10-09 · $1,001 – $15K · -27.0% against the market in 30 days, -7.7% in 90
  3. Bought Carlisle Companies Incorporated (CSL) 2022-10-07 · $1,001 – $15K · -26.8% against the market in 30 days, -26.2% in 90

Financial disclosures

33 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.

FiledReportEntries
Sep 15, 2026Periodic Transaction Report6
Aug 13, 2026Annual Report (amendment) for 2024scan
Aug 13, 2026Annual Report for 2025130
Jul 15, 2026Periodic Transaction Report6
Jun 4, 2026Annual Report (amendment) for 2021scan
May 13, 2026Periodic Transaction Report8
Apr 8, 2026Extension for 2025—
Apr 8, 2026Periodic Transaction Report6
Mar 6, 2026Periodic Transaction Report8
Feb 19, 2026Periodic Transaction Reportscan
Feb 12, 2026Periodic Transaction Report5
Jan 9, 2026Periodic Transaction Report1
Jan 7, 2026Periodic Transaction Report5
Nov 18, 2025Periodic Transaction Report19
Oct 7, 2025Periodic Transaction Report18
Sep 5, 2025Periodic Transaction Report5
Aug 13, 2025Annual Report (amendment) for 202344
Aug 13, 2025Annual Report for 202429
Jun 2, 2025Extension for 2024—
May 24, 2025Periodic Transaction Report8
May 15, 2025Extension for 2024—
Apr 14, 2025Periodic Transaction Report50
Mar 25, 2025Periodic Transaction Report8
Feb 10, 2025Periodic Transaction Report13
Nov 8, 2024Annual Report (amendment) for 2022scan
Nov 8, 2024Periodic Transaction Reportscan
Nov 7, 2024Periodic Transaction Report8
Aug 13, 2024Annual Report for 202344
May 15, 2024Extension for 2023—
Aug 11, 2023Annual Report for 202264
May 24, 2023Extension for 2022—
Aug 9, 2022Annual Report for 202173
Jun 7, 2022Extension for 2021—