Andy Kim D
Democratic representative for New Jersey (NJ-3) (former), in the House since Jan 3, 2019.
Among all 440 members
Each dot is a member; Kim is the ringed one. Hover or tap a dot for who it is.
Raised
Their campaign's receipts in its latest two-year period (FEC); a log scale
Votes with their party
On party votes in the 119th Congress: most Democrats against most Republicans
Missed votes
Share of the 119th Congress's roll calls they didn't vote on
Lobbyists' giving
Contributions and honors lobbyists and their firms report giving them (LD-203), 2021 on; a log scale
Money from out of state
Share of their itemized individual contributions from donors outside their state, latest period (FEC)
Bills sponsored
In the 119th Congress (GovInfo's bill records)
Voting record
Voteview's DW-NOMINATE first dimension, from every roll call they cast
Where their campaign money comes from
- Individuals
- PACs
- Parties
- Candidate's own money
- Other
2025–26
$1.9M
2023–24
$12.4M
2021–22
$7.1M
See the data
| Period | Raised | Individuals | PACs | Parties | Own money | Spent | Cash | Outside for | Outside against |
|---|---|---|---|---|---|---|---|---|---|
| 2025–26 | $1,897,775 | $1,571,170 | $77,505 | $0 | $0 | $1,257,420 | $1,262,055 | $0 | $0 |
| 2023–24 | $12,441,004 | $11,094,386 | $725,534 | $0 | $0 | $11,981,836 | $621,700 | $4,542 | $0 |
| 2021–22 | $7,147,163 | $5,789,812 | $954,046 | $1,100 | $0 | $7,536,465 | $162,533 | $167,585 | $1,448,121 |
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 New Jersey versus everywhere else, each period.
- From New Jersey
- From out of state
2025–26
$992K
2023–24
$8.1M
2021–22
$2.3M
Where it came from
- Less
- More
- Their state
Their donors' employers
Employers as donors wrote them, 2021 on (retired and not employed donors aside).
PRINCETON UNIVERSITY
$79K
GOOGLE
$52K
3 PLUS LOGISTICS
$30K
CENTERVIEW PARTNERS
$30K
PAFCO
$29K
AKIN GUMP
$27K
AFEX INTERNATIONAL
$25K
SOUTH JERSEY EYE PHYSICIANS
$24K
JANE STREET CAPITAL
$22K
UEC
$22K
KKR
$20K
PDT PARTNERS
$19K
The largest donors, and the numbers
| Period | Itemized | Contributions | From NJ | Retired donors |
|---|---|---|---|---|
| 2025–26 | $992,354 | 4,073 | 35% | 7% |
| 2023–24 | $8,144,154 | 25,155 | 39% | 7% |
| 2021–22 | $2,320,804 | 5,774 | 33% | 11% |
| Donor | Where | Employer, occupation | Total |
|---|---|---|---|
| RIVER, HOWARD | NEW YORK, NY | SELF EMPLOYED, SELF | $31,800 |
| COHEN, SANDER | CHERRY HILL, NJ | SOUTH JERSEY EYE PHYSICIANS, PHYSICIAN | $23,500 |
| COLEMAN, JOHN M | PHILADELPHIA, PA | UNIVERSITY OF PENNSYLVANIA, RETIRED | $20,200 |
| SHIHARA, WILLIAM | REDMOND, WA | BITTREX, CEO | $19,000 |
| BRAIL, NANCY | LUMBERTON, NJ | NOT EMPLOYED, RETIRED | $15,700 |
| BOCK, GERRI | LOS ALTOS HILLS, CA | NOT EMPLOYED, RETIRED | $13,800 |
| ELDERKIN, DAVID | WYNNEWOOD, PA | NOT EMPLOYED, NOT EMPLOYED | $13,400 |
| ALLEN, EDWARD | HOUSTON, TX | EAGLE GLOBAL, FINANCE | $13,200 |
| HELM, NELSON JR | LOUISVILLE, KY | NOT EMPLOYED, RETIRED | $13,200 |
| HONG, CHUCK | IRVINE, CA | NETLIST, CHIEF EXECUTIVE OFFICER | $13,200 |
| KIM, ANTHONY | NEW YORK, NY | CENTERVIEW PARTNERS, FINANCE | $13,200 |
| MOORE, DAVID | SAN FRANCISCO, CA | GOOGLE, SOFTWARE ENGINEER | $13,200 |
| TOTH, CLAIRE | SUMMIT, NJ | NOT EMPLOYED, NOT EMPLOYED | $13,200 |
| BOCK, LASZLO | LOS ALTOS HILLS, CA | NOT EMPLOYED, NOT EMPLOYED | $12,800 |
| MORITZ, CHRISTINE | WILMINGTON, DE | EASTERN STATES GROUP, DIRECTOR OF OPERATIONS | $12,800 |
| GILES, JOHNNIE | DANVILLE, CA | COMCAST CORP, VP EXTERNAL AFFAIRS | $11,100 |
| KIM, LORENCE | NEW YORK, NY | ASCENTA CAPITAL, INVESTOR | $10,900 |
| GELBARD, ALENE | WASHINGTON, DC | SELF, POLICY ANALYST | $10,150 |
| COLYER, JENNIFER | NEW YORK, NY | FRIED FRANK, LAWYER | $9,900 |
| DANIELS, DAVID I | SICKLERVILLE, NJ | NOT EMPLOYED, RETIRED | $9,900 |
| JOHNSTON, ROBERT F | PRINCETON, NJ | NONE, RETIRED | $9,900 |
| KIM, PAUL | LONG GROVE, IL | NOT EMPLOYED, NOT EMPLOYED | $9,900 |
| KOH, JASON | BELLEVUE, WA | SELF, SELF | $9,900 |
| OKA, MEGUMI | NEW YORK, NY | SELF, CHRISTIAN SCIENCE PRACTITIONER | $9,900 |
| PARK, CHOONG | LA HABRA, CA | GOLD POINT TRANSPORTATION, PRESIDENT | $9,900 |
Their biggest PAC and party givers
ASIAN AMERICAN ACTION FUND
$16K
VOTEVETS
$15K
All 25
| Committee | Connected organization | Total | Gifts |
|---|---|---|---|
| NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION POLITICAL ACTION COMMITTEE | NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION | $20,000 | 6 |
| ASIAN AMERICAN ACTION FUND | NONE | $16,000 | 4 |
| VOTEVETS | NONE | $15,000 | 8 |
| UNITED FOOD AND COMMERCIAL WORKERS INTERNATIONAL UNION ACTIVE BALLOT CLUB | UNITED FOOD AND COMMERCIAL WORKERS INTERNATIONAL UNION | $15,000 | 6 |
| 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 | $15,000 | 3 |
| NATIONAL ASSOCIATION OF REALTORS POLITICAL ACTION COMMITTEE | NATIONAL ASSOCIATION OF REALTORS | $15,000 | 5 |
| MACHINISTS NON PARTISAN POLITICAL LEAGUE OF THE INTERNATIONAL ASSOCIATION OF MACHINISTS & AEROSPACE WORKERS | INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS | $15,000 | 3 |
| INTERNATIONAL ASSOCIATION OF SHEET METAL, AIR, RAIL AND TRANSPORTATION WORKERS POLITICAL ACTION LEAGUE | INTERNATIONAL ASSOCIATION OF SHEET METAL, AIR, RAIL AND TRANSPORTATION WORKERS | $15,000 | 4 |
| INT'L UNION OF BRICKLAYERS AND ALLIED CRAFTWORKERS | INT'L UNION OF BRICKLAYERS AND ALLIED CRAFTWORKERS | $15,000 | 3 |
| AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES P E O P L E | DISTRICT COUNCIL 37, AFSCME PUBLIC EMPLOYEES ORGANIZED FOR POL & LEG EQUALITY | $15,000 | 6 |
| AMERICAN ASSOCIATION FOR JUSTICE POLITICAL ACTION COMMITTEE (AAJ PAC) | AMERICAN ASSOCIATION FOR JUSTICE (AAJ) | $15,000 | 5 |
| UNITE HERE TIP CAMPAIGN COMMITTEE | UNITE HERE | $12,500 | 3 |
| NATIONAL BEER WHOLESALERS ASSOCIATION POLITICAL ACTION COMMITTEE | NATIONAL BEER WHOLESALERS ASSOCIATION | $12,500 | 5 |
| MECHANICAL CONTRACTORS ASSOCIATION OF AMERICA POLITICAL ACTION COMMITTEE (MCA-PAC) | MECHANICAL CONTRACTORS ASSOCIATION OF AMERICA POLITICAL ACTION COMMITTEE (MCAA-PAC) | $12,500 | 5 |
| AMERICAN HOSPITAL ASSOCIATION PAC | AMERICAN HOSPITAL ASSOCIATION | $12,500 | 7 |
| CONGRESSIONAL PROGRESSIVE CAUCUS PAC | $12,499 | 6 | |
| END CITIZENS UNITED | LET AMERICA VOTE PAC | $12,480 | 22 |
| NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION PAC | NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION | $12,000 | 11 |
| NEA FUND FOR CHILDREN AND PUBLIC EDUCATION | NATIONAL EDUCATION ASSOCIATION | $11,500 | 7 |
| ENGINEERS POLITICAL EDUCATION COMMITTEE (EPEC)/INTERNATIONAL UNION OF OPERATING ENGINEERS | INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 965 PEF | $11,000 | 3 |
| AIR LINE PILOTS ASSOCIATION PAC | AIR LINE PILOTS ASSOCIATION | $11,000 | 6 |
| AMERICAN POSTAL WORKERS UNION COMMITTEE ON POLITICAL ACTION | AMERICAN POSTAL WORKERS UNION | $10,500 | 5 |
| DCCC | $10,414 | 16 | |
| WHEN DEMOCRATS TURN OUT PAC | NONE | $10,000 | 2 |
| UNITED STEELWORKERS POLITICAL ACTION FUND | USW WORKS | $10,000 | 2 |
Outside spending for and against them
- Against them
- For them
All of it
$1.6M
Who spent it
GARDEN STATE ADVANCE, INC.
$1.4M
CLIMATE POWER ACTION
$108K
WFP NATIONAL PAC
$24K
LCV VICTORY FUND
$15K
ACTION TOGETHER PAC
$9,257
HUMANE SOCIETY LEGISLATIVE FUND
$5,099
MOVEON.ORG POLITICAL ACTION
$3,488
INDIVISIBLE ACTION
$2,939
INDIVISIBLE PROJECT INC.
$2,205
KALB, STACEY WOLFE
$1,725
ENVIRONMENT AMERICA ACTION FUND
$281
GIVEGREEN UNITED ACTION
$14
See the data
| Spender | For or against | Total | Reports |
|---|---|---|---|
| GARDEN STATE ADVANCE, INC. | against | $1,448,121 | 20 |
| CLIMATE POWER ACTION | for | $107,865 | 9 |
| WFP NATIONAL PAC | for | $24,000 | 3 |
| LCV VICTORY FUND | for | $15,236 | 1 |
| ACTION TOGETHER PAC | for | $9,257 | 7 |
| HUMANE SOCIETY LEGISLATIVE FUND | for | $5,099 | 2 |
| MOVEON.ORG POLITICAL ACTION | for | $3,488 | 8 |
| INDIVISIBLE ACTION | for | $2,939 | 6 |
| INDIVISIBLE PROJECT INC. | for | $2,205 | 5 |
| KALB, STACEY WOLFE | for | $1,725 | 1 |
| ENVIRONMENT AMERICA ACTION FUND | for | $281 | 2 |
| GIVEGREEN UNITED ACTION | for | $14 | 2 |
| SIERRA CLUB INDEPENDENT ACTION | for | $10 | 1 |
| PLANNED PARENTHOOD VOTES | for | $8 | 1 |
What lobbyists report giving them
By the lobbying firm or organization that filed: contributions to their campaigns and PACs, and payments to honor them (LD-203).
NVG, LLC
$29K
$28K
All 25
How they've voted lately
Nothing on record.
What they sponsor bills about
119th Congress: 48 sponsored, 0 became law · 118th Congress: 25 sponsored, 0 became law · 117th Congress: 34 sponsored, 0 became law
Their bills
| Bill | Latest action |
|---|---|
| S. 5574 NEST Act | Sep 29, 2026 Read twice and referred to the Committee on Health, Education, Labor, and Pensions. |
| S. 5495 Military Dependents School Meal Eligibility Act of 2026 | Sep 24, 2026 Read twice and referred to the Committee on Agriculture, Nutrition, and Forestry. |
| S. 5509 No Gratuities for Governing Act of 2026 | Sep 24, 2026 Read twice and referred to the Committee on the Judiciary. |
| S. 5510 Anti-Bribery Improvement Act | Sep 24, 2026 Read twice and referred to the Committee on the Judiciary. |
| S. 5511 Honest Services Fraud Improvement Act | Sep 24, 2026 Read twice and referred to the Committee on the Judiciary. |
| S. 5428 Stop the Wait Act of 2026 | Sep 17, 2026 Read twice and referred to the Committee on Finance. |
| S. 5270 Medicare at Home Act | Aug 5, 2026 Read twice and referred to the Committee on Finance. |
| S. 5167 Government Audit and Accountability of Federally Funded State-Administered Programs Act | Jul 29, 2026 Read twice and referred to the Committee on Homeland Security and Governmental Affairs. |
| S.Res. 814 A resolution recognizing the importance of independent living and economic self-sufficiency for individuals with disabil | Jul 23, 2026 Referred to the Committee on Health, Education, Labor, and Pensions. (text: CR S4270-4271) |
| S. 5090 Digital Age Assurance Act of 2026 | Jul 22, 2026 Read twice and referred to the Committee on Commerce, Science, and Transportation. |
| S. 5037 MediKids Act | Jul 21, 2026 Read twice and referred to the Committee on Finance. |
| S. 4985 Language Access for All Act of 2026 | Jul 15, 2026 Read twice and referred to the Committee on Homeland Security and Governmental Affairs. |
| S.Con.Res. 35 A concurrent resolution providing for a joint session of the Congress in Philadelphia, Pennsylvania, on Thursday, July 2 | Jun 24, 2026 Referred to the Committee on Rules and Administration. (text: CR S3221) |
| S. 4823 Advancing American Quantum Leadership Act of 2026 | Jun 18, 2026 Read twice and referred to the Committee on Banking, Housing, and Urban Affairs. |
| S. 4776 Gun Records Restoration and Preservation Act | Jun 11, 2026 Read twice and referred to the Committee on the Judiciary. |
| S. 4595 Mullica River Watershed Wild and Scenic River Study Act of 2026 | Jul 21, 2026 Committee on Energy and Natural Resources Subcommittee on National Parks. Hearings held. |
| S. 4513 Multigenerational Caregiving Data Act | May 13, 2026 Read twice and referred to the Committee on Homeland Security and Governmental Affairs. |
| S.J.Res. 171 A joint resolution to direct the removal of United States Armed Forces from hostilities within or against the Islamic Re | Apr 13, 2026 Read twice and referred to the Committee on Foreign Relations. |
| S. 4190 Creating Early Childhood Leaders Act | Mar 25, 2026 Read twice and referred to the Committee on Health, Education, Labor, and Pensions. |
| S.J.Res. 126 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule s | May 13, 2026 Motion to proceed to consideration of measure rejected in Senate by Voice Vote. (consideration: CR S2269) |
| S.J.Res. 127 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule s | May 13, 2026 Motion to proceed to consideration of measure rejected in Senate by Voice Vote. (consideration: CR S2268) |
| S. 4054 Every Student is a Citizen Act | Mar 11, 2026 Read twice and referred to the Committee on Health, Education, Labor, and Pensions. |
| S. 4055 Senior Security Act of 2026 | Mar 11, 2026 Read twice and referred to the Committee on Banking, Housing, and Urban Affairs. |
| S. 4057 American Civics Renewal Act | Mar 11, 2026 Read twice and referred to the Committee on Health, Education, Labor, and Pensions. |
| S. 4058 American Stories Act | Mar 11, 2026 Read twice and referred to the Committee on Health, Education, Labor, and Pensions. |
| Congress | Sponsored | Became law | Cosponsored |
|---|---|---|---|
| 119th | 48 | 0 | 459 |
| 118th | 25 | 0 | 567 |
| 117th | 34 | 0 | 446 |
2 former staff now lobbying
THOMAS FREEMAN
HOLLAND & KNIGHT LLP
7 clients
YUJIN LEE
CVS HEALTH (AND SUBSIDIARIES)
1 client
See the data
| Lobbyist | Former position, as they list it | Firms | Clients | Years |
|---|---|---|---|---|
| THOMAS FREEMAN | Intern, Rep. Andy Kim; Intern, Rep. Lucy McBath; Intern, Rep. Mark Pocan | HOLLAND & KNIGHT LLP | 7 | 2024–2025 |
| YUJIN LEE | Legislative Director, Rep. Andy Kim; Legislative Assistant/Legislative Correspondent/Staff Assistant. Rep. Bonnie Watson Coleman; Staff Assistant, Rep. Rush Holt | CVS HEALTH (AND SUBSIDIARIES) | 1 | 2021 |
From their payroll to lobbying
People Kim'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 Kim themselves.
NATHAN RIGGINS
Legislative Assistant, last paid Q3 2022 · ASSOCIATED EQUIPMENT DISTRIBUTORS
1 client
See the data
| Lobbyist | On the payroll as | Last paid | Lobbying for | Clients | Years | Confirmed |
|---|---|---|---|---|---|---|
| NATHAN RIGGINS | Legislative Assistant | Q3 2022 | ASSOCIATED EQUIPMENT DISTRIBUTORS | 1 | 2026 | no |
Holdings and trades
−$555K – $1.0Mnet worth, 2023 report
0trades on their reports
—trades reported after 45 days
—typical time to report a trade
0reports filed on paper
3filing extensions
Net worth, year by year
Their annual reports' value bands added up, less their debts', from the least to the most they could be worth (spouse and dependents included, a home not), on a log scale.
Largest holdings, 2023 report
Capitol One Savings
Bank Deposit · Joint
$100K+
Vanguard Total International Stock ETF
Mutual Funds · Self
$50K+
Vanguard Total Stock Market ETF
Mutual Funds · Self
$50K+
Vanguard Total Stock Market Index Fund Institutional Plus Shares
Mutual Funds · Spouse
$50K+
Equitable Structured Capital Strategies 16B NASDAQ 100 1yr. 10% Buffer
Other · Self
$15K+
Equitable Structured Capital Strategies 16B Russell 2000 5yr. Annual Lock 10% Buffer
Other · Self
$15K+
Equitable Structured Capital Strategies 16B S&P 500 1yr. 10% Buffer
Other · Self
$15K+
Equitable Structured Capital Strategies 16B S&P 500 5yr. Annual Lock 10% Buffer
Other · Self
$15K+
Vanguard Target Retirement 2040 Fund
Mutual Funds · Self
$15K+
T Rowe Price Growth Stock Tr-Z
Mutual Funds · Spouse
$15K+
T Rowe Price US Value Equity Tr-Z
Mutual Funds · Spouse
$15K+
Vanguard Intermediate-Term Tax Exempt Fund Admiral Shares
Mutual Funds · Self
$15K+
Their 25 largest holdings, as a table
| Asset | Kind | Owner | Value | Income |
|---|---|---|---|---|
| Capitol One Savings | Bank Deposit | Joint | $100K – $250K | Interest: $1,001 – $2,500 |
| Vanguard Total International Stock ETF | Mutual Funds | Self | $50K – $100K | Dividends: $0 – $0 |
| Vanguard Total Stock Market ETF | Mutual Funds | Self | $50K – $100K | Dividends: $0 – $0 |
| Vanguard Total Stock Market Index Fund Institutional Plus Shares | Mutual Funds | Spouse | $50K – $100K | Tax-Deferred: — |
| Equitable Structured Capital Strategies 16B NASDAQ 100 1yr. 10% Buffer | Other | Self | $15K – $50K | None: — |
| Equitable Structured Capital Strategies 16B Russell 2000 5yr. Annual Lock 10% Buffer | Other | Self | $15K – $50K | None: — |
| Equitable Structured Capital Strategies 16B S&P 500 1yr. 10% Buffer | Other | Self | $15K – $50K | None: — |
| Equitable Structured Capital Strategies 16B S&P 500 5yr. Annual Lock 10% Buffer | Other | Self | $15K – $50K | None: — |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | Self | $15K – $50K | Dividends: $0 – $0 |
| T Rowe Price Growth Stock Tr-Z | Mutual Funds | Spouse | $15K – $50K | Tax-Deferred: — |
| T Rowe Price US Value Equity Tr-Z | Mutual Funds | Spouse | $15K – $50K | Tax-Deferred: — |
| Vanguard Intermediate-Term Tax Exempt Fund Admiral Shares | Mutual Funds | Self | $15K – $50K | Dividends: $0 – $0 |
| Vanguard Long-Term Tax-Exempt Fund Admiral Shares | Mutual Funds | Self | $15K – $50K | Dividends: $0 – $0 |
| Vanguard Institutional Total International Stock Market index Trust II | Mutual Funds | Spouse | $15K – $50K | Tax-Deferred: — |
| Vanguard Total Bond Market II Index Fund Institutional Shares | Mutual Funds | Spouse | $15K – $50K | Tax-Deferred: — |
| Bank of America Checking | Bank Deposit | Self | $1,001 – $15K | Interest: $1 – $200 |
| Bank of America Savings | Bank Deposit | Self | $1,001 – $15K | Interest: $1 – $200 |
| Equitable Brightlife Grow Series 155 Core Russell 2000 1yr. | Life Insurance | Self | $1,001 – $15K | None: — |
| Equitable Brightlife Grow Series 155 Core S&P 500 1yr. | Life Insurance | Self | $1,001 – $15K | None: — |
| Equitable Brightlife Grow Series 155 Guaranteed Interest | Life Insurance | Self | $1,001 – $15K | None: — |
| Equitable Brightlife Grow Series Core S&P 500 3yr. | Life Insurance | Self | $1,001 – $15K | None: — |
| Vanguard Institutional Index Fund Institutional Plus Shares | Mutual Funds | Self | $1,001 – $15K | Dividends: $0 – $0 |
| Vanguard Short-Term Bond Index Fund Admiral Shares | Mutual Funds | Self | $1,001 – $15K | Dividends: $0 – $0 |
| Vanguard Target Retirement Income Fund | Mutual Funds | Self | $1,001 – $15K | Dividends: $0 – $0 |
| Vanguard Total Bond Market Insti Plus Shares | Mutual Funds | Self | $1,001 – $15K | Dividends: $0 – $0 |
What their office spends
What Kim'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): $1,045,984 over the last 4 quarters, 87% 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 | $0 | $7 | $0 | $1,301 | $1,308 |
| Q1 '25 | $3,857 | $0 | $2,669 | $60 | $0 | $6,586 |
| Q4 '24 | $479,372 | $16,379 | $22,404 | $41,867 | $7,907 | $567,929 |
| Q3 '24 | $429,856 | $12,929 | $22,154 | $156 | $5,067 | $470,161 |
| Q2 '24 | $402,951 | $8,067 | $21,148 | $2,426 | $16,098 | $450,689 |
| Q1 '24 | $378,302 | $16,989 | $19,083 | $51,739 | $55,683 | $521,796 |
| Q4 '23 | $498,617 | $7,030 | $19,271 | $47,628 | $18,482 | $591,028 |
| Q3 '23 | $377,770 | $15,862 | $18,924 | $16,279 | $21,631 | $450,467 |
| Q2 '23 | $351,040 | $5,375 | $19,164 | $2,838 | $67,184 | $445,600 |
| Q1 '23 | $339,085 | $7,283 | $14,179 | $2,119 | $37,553 | $400,218 |
| Q4 '22 | $448,916 | $4,209 | $11,718 | $119,793 | $21,495 | $606,132 |
| Q3 '22 | $295,623 | $11,132 | $13,997 | $76,042 | $10,970 | $407,764 |
| Q2 '22 | $411,529 | $7,516 | $16,438 | $1,279 | $11,198 | $447,959 |
| Q1 '22 | $265,755 | $1,306 | $30,274 | $24,738 | $56,286 | $378,359 |
| Q4 '21 | $391,991 | $9,096 | $16,955 | $6,396 | $22,883 | $447,320 |
| Q2 '21 | $280,165 | $1,727 | $11,260 | $1,293 | $18,286 | $312,731 |
| Q1 '21 | $274,451 | $524 | $12,593 | $30,078 | $19,979 | $337,626 |
Private funds
3private funds, LLCs and trusts with no ticker
0file a Form D with the SEC
—bought within 30 days of the fund's first sale
Where the money goes
Their trades in each (band midpoints) plus their largest year holding it. Funds that sell to outside investors file a Form D with the SEC, which names who runs them; family LLCs, trusts and private companies file nothing public. A trade made through a family LLC counts for the LLC and for what it bought.
Equitable Structured Capital Strategies 16B Russell 2000 5yr. Annual Lock 10% Buffer
held from 2021
$33K
Equitable Structured Capital Strategies 16B S&P 500 1yr. 10% Buffer
held from 2021
$33K
Equitable Structured Capital Strategies 16B S&P 500 5yr. Annual Lock 10% Buffer
held from 2021
$33K
All 3, with what their filings say
Matched to SEC filers by name, so a match means "a filer with this name". Form D facts are from the newest one; manager figures from the SEC's monthly Form ADV file. Money is band midpoints, not dollars invested.
| Fund or entity | Manager | Formed | Kind | Minimum | Investors | First sale | They bought | Traded | Held |
|---|---|---|---|---|---|---|---|---|---|
| Equitable Structured Capital Strategies 16B Russell 2000 5yr. Annual Lock 10% Buffer | held 2021 | $15K – $50K | |||||||
| Equitable Structured Capital Strategies 16B S&P 500 1yr. 10% Buffer | held 2021 | $15K – $50K | |||||||
| Equitable Structured Capital Strategies 16B S&P 500 5yr. Annual Lock 10% Buffer | held 2021 | $15K – $50K |
Financial disclosures
6 reports
Every report is a PDF at the Clerk of the House (disclosures-clerk.house.gov); a member's reports are linked on their page.
| Filed | Report | Entries |
|---|---|---|
| Aug 13, 2024 | Annual Report for 2023 | 47 |
| May 10, 2024 | Extension for 2023 | — |
| Jul 10, 2023 | Annual Report for 2022 | 41 |
| Jun 21, 2023 | Extension for 2022 | — |
| May 15, 2023 | Extension for 2022 | — |
| May 16, 2022 | Annual Report for 2021 | 17 |