Patrick T. McHenry R

Republican representative for North Carolina (NC-10) (former), in the House since Jan 4, 2005.

Among all 440 members

Each dot is a member; McHenry is the ringed one. Hover or tap a dot for who it is.

Raised

Their campaign's receipts in its latest two-year period (FEC); a log scale

Votes with their party

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

Missed votes

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

Lobbyists' giving

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

Money from out of state

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

Bills sponsored

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

Voting record

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

Where their campaign money comes from

Individuals
PACs
Parties
Candidate's own money
Other

2023–24

$2.2M

2021–22

$3.9M

See the data

Period	Raised	Individuals	PACs	Parties	Own money	Spent	Cash	Outside for	Outside against
2023–24	$2,203,814	$680,864	$900,300	$0	$0	$2,519,830	$1,807,359	$126,626	$0
2021–22	$3,911,761	$1,261,173	$1,946,900	$0	$0	$3,495,355	$2,123,376	$168,886	$0

FEC totals through Dec 31, 2024.

Who gives to them

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

From North Carolina
From out of state

2023–24

$686K

2021–22

$727K

Where it came from

Less
More
Their state

Their donors' employers

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

GOOGLE

$59K

WCAS

$55K

APOLLO GLOBAL MANAGEMENT

$31K

BARCLAYS

$27K

MASTERCARD

$25K

CAPITAL GROUP COMPANIES

$20K

DCI GROUP

$19K

COINBASE

$19K

WELSH CARSON ANDERSON & STOWE

$17K

APOLLO

$15K

TRUIST

$14K

METLIFE

$13K

The largest donors, and the numbers

Period	Itemized	Contributions	From NC	Retired donors
2023–24	$686,225	432	4%	3%
2021–22	$726,678	502	9%	3%

Donor	Where	Employer, occupation	Total
BRADLEY, JACQUELINE M.	KESWICK, VA	RETIRED, RETIRED	$12,400
GILLIAM, RICHARD BAXTER	KEWSICK, VA	SELF-EMPLOYED, SELF-EMPLOYED	$12,400
SCHWAB, CHUCK	PALM BEACH, FL	CHARLES SCHWAB CORP., CHAIRMAN	$12,400
DENICOLA, ANTHONY	ENGLEWOOD, FL	WELSH CARSON ANDERSON & STOWE, CHAIRMAN	$9,100
GRIFFIN, KENNETH	CHICAGO, IL	CITADEL LLC, FOUNDER CEO	$9,100
REGAN, BRIAN	NEW CANAAN, CT	WCAS, GENERAL PARTNER	$9,100
BUKOWSKY, BROCK	COLUMBIA, MO	VETERANS UNITED HOME LOANS, MORTGAGE	$6,600
DIXON, CHRISTOPHER	PALO ALTO, CA	ANDREESSEN HOROWITZ, GENERAL PARTNER	$6,600
KOHN, VICTOR	ENCINO, CA	CAPITAL GROUP COMPANIES INC, FINANCIAL ANALYST	$6,600
LORNE, SIMON MICHAEL	NEW YORK, NY	MILLENIUM MANAGEMENT, VICE CHAIRMAN	$6,600
PEROT, ROSS JR.	DALLAS, TX	SELF EMPLOYED, REAL ESTATE DEVELOPER	$6,600
RICHARDS, DANIEL	DORADO, PR	GRI LLC, CEO	$6,600
RICKETTS, J. JOE	LITTLE JACKSON HOL, WY	SELF-EMPLOYED, ENTREPRENEUR	$6,600
SCHLOEMER, JAMES H.	MENOMONEE FALLS, WI	CONTINENTAL PROPERTIES, CEO	$6,600
SINGER, PAUL	PALM BEACH, FL	ELLIOTT INVESTMENT MANAGEMENT, CO-CEO CO-CIO PRESIDENT	$6,600
STEEL, ROBERT K.	GREENWICH, CT	PERELLA WEINBERG PARTNERS, CEO	$6,600
ADAIR, JORDAN	SAN FRANCISCO, CA	ADAIR DESIGN GROUP, INTERIOR DESIGN	$5,800
ASNESS, CLIFF	NEW YORK, NY	AQR, FINANCE	$5,800
BELSHE, MICHAEL A.	ATHERTON, CA	BITGO, CEO	$5,800
BHATIA, KARAN	BETHESDA, MD	GOOGLE	$5,800
CARSON, RUSSELL	NEW YORK, NY	THE CARSON FAMILY CHARITABLE TRUST, PHILANTHROPY	$5,800
CASCARILLA, CHARLES	NEW YORK, NY	PAXOS, CEO	$5,800
CASCARILLA, MARISSA	NEW YORK, NY	HOMEMAKER, HOMEMAKER	$5,800
CHOI, EMILIE	BURLINGAME, CA	COINBASE, PRESIDENT	$5,800
COMBS, DAN	VIENNA, VA	DCI GROUP, PUBLIC AFFAIRS	$5,800

Their biggest PAC and party givers

TEAM MCHENRY

$205K

U.S. BANCORP

$20K

TRUIST FINANCIAL CORPORATION

$20K

S&P GLOBAL INC. POLITICAL ACTION COMMITTEE

$20K

PRICEWATERHOUSECOOPERS POLITICAL ACTION COMMITTEE I

$20K

ALLY FINANCIAL INC.

$20K

TARGET CORPORATION

$18K

ERNST & YOUNG POLITICAL ACTION COMMITTEE

$18K

STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY

$16K

MORGAN STANLEY

$16K

All 25

Committee	Connected organization	Total	Gifts
TEAM MCHENRY	NONE	$205,000	1
U.S. BANCORP FEDERAL POLITICAL ACTION COMMITTEE	U.S. BANCORP	$20,000	5
TRUIST FINANCIAL CORPORATION FEDERAL PAC (FORMERLY SUNTRUST BANKS, INC. POLITICAL ACTION COMMITTEE)	TRUIST FINANCIAL CORPORATION	$20,000	4
S&P GLOBAL INC. POLITICAL ACTION COMMITTEE		$20,000	4
PRICEWATERHOUSECOOPERS POLITICAL ACTION COMMITTEE I	NONE	$20,000	5
ALLY FINANCIAL INC. ADVOCACY POLITICAL ACTION COMMITTEE	ALLY FINANCIAL INC.	$20,000	4
TARGET CORPORATION CITIZENS POLITICAL FORUM (TARGETCITIZENS POLITICAL FORUM)	TARGET CORPORATION	$17,500	6
ERNST & YOUNG POLITICAL ACTION COMMITTEE		$17,500	6
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY FEDERAL POLITICAL ACTION COMMITTEE (STATE FARM FEDERAL PAC)	STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY	$16,000	7
MORGAN STANLEY POLITICAL ACTION COMMITTEE	MORGAN STANLEY	$16,000	5
INVESCO HOLDING COMPANY (US), INC. EMPLOYEE POLITICAL ACTION COMMITTEE	INVESCO HOLDING COMPANY (US), INC.	$16,000	5
THERMO FISHER SCIENTIFIC INC. PAC	THERMO FISHER SCIENTIFIC INC. PAC	$15,357	6
VISA, INC. POLITICAL ACTION COMMITTEE	VISA, INC.	$15,000	3
VALERO ENERGY CORPORATION POLITICAL ACTION COMMITTEE	VALERO ENERGY CORPORATION	$15,000	4
UBS AMERICAS INC. POLITICAL ACTION COMMITTEE (UBS PAC)	UBS AMERICAS INC.	$15,000	5
THE REAL ESTATE ROUNDTABLE POLITICAL ACTION COMMITTEE (REALPAC)	THE REAL ESTATE ROUNDTABLE	$15,000	9
THE OPTIONS CLEARING CORPORATION PAC	THE OPTIONS CLEARING CORPORATION	$15,000	4
THE HOME DEPOT INC. POLITICAL ACTION COMMITTEE	THE HOME DEPOT INC.	$15,000	3
THE GOLDMAN SACHS GROUP, INC. POLITICAL ACTION COMMITTEE	THE GOLDMAN SACHS GROUP INC	$15,000	7
TD BANK N.A. POLITICAL ACTION COMMITTEE		$15,000	3
STRUCTURED FINANCE COALITION POLITICAL ACTION COMMITTEE (STRUCTURED FINANCE PAC)		$15,000	3
STATE STREET BANK AND TRUST COMPANY VOLUNTARY POLITICAL ACTION COMMITTEE	STATE STREET BANK AND TRUST COMPANY	$15,000	11
SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION POLITICAL ACTION COMMITTEE	SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION	$15,000	9
ROCK HOLDINGS INC. PAC	ROCK HOLDINGS INC.	$15,000	6
REGIONS FINANCIAL CORPORATION POLITICAL ACTION COMMITTEE	REGIONS FINANCIAL CORPORATION	$15,000	6

Outside spending for and against them

Against them
For them

All of it

$296K

Who spent it

CRYPTO INNOVATION

$167K

FAIRSHAKE

$127K

NATIONAL RIFLE ASSOCIATION OF AMERICA POLITICAL VICTORY FUND

$1,886

See the data

Spender	For or against	Total	Reports
CRYPTO INNOVATION	for	$167,000	4
FAIRSHAKE	for	$126,626	2
NATIONAL RIFLE ASSOCIATION OF AMERICA POLITICAL VICTORY FUND	for	$1,886	2

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).

INDEPENDENT INSURANCE AGENTS & BROKERS OF AMERICA

$136K

VISA INC.

$81K

DUKE ENERGY CORPORATION

$65K

ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG)

$61K

MARSH & MCLENNAN COMPANIES, INC.

$60K

FEDERAL HALL POLICY ADVISORS, LLC

$54K

GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

$53K

HOLLAND & KNIGHT LLP

$51K

HARBINGER STRATEGIES, LLC

$51K

FMR LLC

$50K

All 25

Registrant	Total	Items	First	Latest
INDEPENDENT INSURANCE AGENTS & BROKERS OF AMERICA	$136,259	12	Mar 10, 2021	Jun 27, 2024
VISA INC.	$80,500	9	Mar 24, 2021	Sep 30, 2024
DUKE ENERGY CORPORATION	$65,000	13	Mar 24, 2021	Dec 15, 2023
ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG)	$61,000	17	Mar 16, 2021	May 7, 2024
MARSH & MCLENNAN COMPANIES, INC.	$60,000	12	Mar 2, 2022	Mar 20, 2024
FEDERAL HALL POLICY ADVISORS, LLC	$53,500	29	Feb 17, 2021	Oct 8, 2024
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA	$52,500	16	Feb 23, 2021	Mar 8, 2024
HOLLAND & KNIGHT LLP	$51,100	13	Jul 20, 2022	Jun 11, 2024
HARBINGER STRATEGIES, LLC	$50,750	24	Mar 8, 2021	Sep 30, 2024
FMR LLC	$49,500	16	Mar 26, 2021	Mar 26, 2024
ALTRIA CLIENT SERVICES LLC	$49,500	16	Mar 26, 2021	Nov 22, 2023
AKIN GUMP STRAUSS HAUER & FELD	$48,500	30	Nov 12, 2021	Sep 30, 2023
DALY CONSULTING GROUP	$48,300	19	Jun 15, 2021	Oct 29, 2024
THE PNC FINANCIAL SERVICES GROUP	$45,000	9	Feb 26, 2021	Jun 6, 2024
CITIGROUP WASHINGTON, INC.	$45,000	17	Jun 22, 2021	Oct 14, 2024
CONSUMER BANKERS ASSOCIATION	$41,750	11	Mar 26, 2021	Apr 1, 2024
CHUBB INA HOLDINGS INC.	$41,500	3	Oct 25, 2022	Feb 23, 2024
S-3 GROUP	$41,450	17	Mar 31, 2021	Dec 5, 2023
UBS AMERICAS INC.	$40,000	8	May 6, 2021	Nov 26, 2024
PRICEWATERHOUSECOOPERS	$40,000	9	Mar 3, 2021	Oct 25, 2024
INVESTMENT COMPANY INSTITUTE	$40,000	9	Mar 2, 2021	Mar 23, 2024
INTERNATIONAL COUNCIL OF SHOPPING CENTERS	$40,000	8	Jun 23, 2021	Aug 18, 2023
DELOITTE LLP	$40,000	10	May 31, 2021	Apr 24, 2024
AMERICAN EXPRESS COMPANY	$40,000	11	Mar 1, 2021	May 25, 2023
WILLIAMS AND JENSEN, PLLC	$39,500	17	Jan 21, 2021	Oct 22, 2024

How they've voted lately

Nothing on record.

What they sponsor bills about

118th Congress: 25 sponsored, 2 became law · 117th Congress: 29 sponsored, 0 became law

Finance and Financial Sector

Taxation

Government Operations and Politics

Congress

International Affairs

Public Lands and Natural Resources

Housing and Community Development

Health

Their bills

Bill	Latest action
H.R. 3746Public Law 118-5 Fiscal Responsibility Act of 2023	Jun 3, 2023 Became Public Law No: 118-5.
H.R. 807Public Law 118-109 Working Dog Commemorative Coin Act	Nov 25, 2024 Became Public Law No: 118-109.
H.Res. 1626 Expressing the profound regret and sorrow of the House of Representatives on the death of James Earl Carter, Jr., thirty	Dec 31, 2024 Motion to reconsider laid on the table Agreed to without objection.
H.R. 10293 To extend certain authorities under the Defense Production Act of 1950.	Dec 4, 2024 Referred to the House Committee on Financial Services.
H.Res. 1600 Expressing the sense of the House of Representatives with respect to the use of artificial intelligence in the financial	Nov 26, 2024 Referred to the House Committee on Financial Services.
H.R. 7440 Financial Services Innovation Act of 2024	Dec 4, 2024 Placed on the Union Calendar, Calendar No. 654.
H.R. 4766 Clarity for Payment Stablecoins Act of 2023	May 7, 2024 Placed on the Union Calendar, Calendar No. 408.
H.R. 4035 Protecting Small Business Information Act of 2023	Jun 12, 2023 Referred to the House Committee on Financial Services.
H.R. 4036 Accountability through Confirmation Act	Jun 12, 2023 Referred to the House Committee on Financial Services.
H.R. 3335 To ensure the successful development of the electronic Income Verification Express Service of the Internal Revenue Servi	May 15, 2023 Referred to the House Committee on Ways and Means.
H.R. 2799 Expanding Access to Capital Act of 2023	Mar 11, 2024 Received in the Senate and Read twice and referred to the Committee on Banking, Housing, and Urban Affairs.
H.R. 2773 To amend the definition of an accredited investor to include individuals receiving advice from certain professionals, an	Apr 20, 2023 Referred to the House Committee on Financial Services.
H.R. 2605 To amend the Securities Exchange Act of 1934 to exclude qualified institutional buyers and institutional accredited inve	Apr 13, 2023 Referred to the House Committee on Financial Services.
H.R. 2606 To require auditor independence standards of the Public Company Accounting Oversight Board and the Securities and Exchan	Apr 13, 2023 Referred to the House Committee on Financial Services.
H.R. 2607 Improving Crowdfunding Opportunities Act	Apr 13, 2023 Referred to the House Committee on Financial Services.
H.R. 2608 To amend the Federal securities laws to specify the periods for which financial statements are required to be provided b	Jun 6, 2023 Received in the Senate and Read twice and referred to the Committee on Banking, Housing, and Urban Affairs.
H.R. 2609 SEED Act of 2023	Apr 13, 2023 Referred to the House Committee on Financial Services.
H.R. 2610 To amend the Securities Exchange Act of 1934 to specify certain registration statement contents for emerging growth comp	Jun 6, 2023 Received in the Senate and Read twice and referred to the Committee on Banking, Housing, and Urban Affairs.
H.R. 2611 Eliminating Paperwork for Startups Act	Apr 13, 2023 Referred to the House Committee on Ways and Means.
H.R. 2612 Gig Worker Equity Compensation Act	Apr 13, 2023 Referred to the Committee on Financial Services, and in addition to the Committee on Education and the Workfor
H.R. 1414 Keep Innovation in America Act	Mar 7, 2023 Referred to the Committee on Ways and Means, and in addition to the Committee on Financial Services, for a per
H.R. 1165 Data Privacy Act of 2023	Dec 5, 2024 Placed on the Union Calendar, Calendar No. 673.
H.Con.Res. 18 Establishing deadlines for the Joint Committee of Congress on the Library to approve or deny the statue of the Reverend	Sep 12, 2023 Referred to the Subcommittee on Oversight.
H.Res. 138 Providing amounts for the expenses of the Committee on Financial Services in the One Hundred Eighteenth Congress.	Feb 17, 2023 Referred to the House Committee on House Administration.
H.R. 806 International Nuclear Energy Financing Act of 2023	Feb 2, 2023 Referred to the House Committee on Financial Services.

Congress	Sponsored	Became law	Cosponsored
118th	25	2	69
117th	29	0	80

6 former staff now lobbying

SEAN JOYCE

ATLAS CROSSING LLC

74 clients

MORGAN BEVIN

STERNHELL GROUP

12 clients

AUSTEN JENSEN

BEST BUY CO., INC.

1 client

CHRIS WORRELL

RADIANT INDUSTRIES, INC.

1 client

JEFFREY BUTLER

VISA INC.

1 client

MICHAEL CALVO

BRIDGEBIO PHARMA, INC.

1 client

See the data

Lobbyist	Former position, as they list it	Firms	Clients	Years
SEAN JOYCE	Chief of Staff, Congressman Patrick McHenry; Legislative Director, Congressman Shuster; Communications Director, Congressman Shuster; Military Legislative Advisor, Congressman Shuster; Senior Legislative Assistant for Congressman Shuster	ATLAS CROSSING LLC	74	2021–2026
MORGAN BEVIN	Professional Staff Member, US House Committee on Financial Services, Rep. Patrick McHenry; Staff Assistant, US House Committee on Financial Services, Rep. Patrick McHenry; Financial Services Policy Fellow, Rep. French Hill.	STERNHELL GROUP	12	2023–2026
AUSTEN JENSEN	COS, Rep. Patrick McHenry (Aug. 2014-Aug. 2015); DCOS/LD, Rep. Robert Pettinger (Jan. 2013-July 2014); DCOS/LD, Rep. Frank Guinta (Jan. 2011-Jan. 2013); LA, Rep. Patrick McHenry (Feb. 2006-Jan. 2011)	BEST BUY CO., INC.	1	2026
CHRIS WORRELL	Legislative Assistant, Office of Rep. Patrick McHenry; Legislative Assistant, Office of Rep. Barbara Comstock.	RADIANT INDUSTRIES, INC.	1	2024–2025
JEFFREY BUTLER	Chief of Staff, former Rep. Patrick McHenry (NC-10); Adviser, Rep. David Rouzer (NC-07)	VISA INC.	1	2025
MICHAEL CALVO	Rep. Taylor (NC-11) Intern, Leg. Correspondent, Leg. Asst. Rep. McHenry (NC-10) Policy Advisor Rep. Gingrey (GA-11) Senior Leg. Asst., Senior Policy Advisor, Leg. Director, Deputy Chief of Staff Rep. Hice (GA-10) Leg. Director	BRIDGEBIO PHARMA, INC.	1	2024

From their payroll to lobbying

People McHenry'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 McHenry themselves.

STEPHEN COTE ✓

Shared Employee, last paid Q2 2021 · MEHLMAN CONSULTING, INC.

188 clients

See the data

Lobbyist	On the payroll as	Last paid	Lobbying for	Clients	Years	Confirmed
STEPHEN COTE	Shared Employee	Q2 2021	MEHLMAN CONSULTING, INC.	188	2021–2026	yes

Holdings and trades

−$5.4M – $261Knet worth, 2025 report

4trades on their reports

—trades reported after 45 days

—typical time to report a trade

0reports filed on paper

0filing extensions

Net worth, year by year

Their annual reports' value bands added up, less their debts', from the least to the most they could be worth (spouse and dependents included, a home not), on a log scale.

Largest holdings, 2025 report

Vanguard Target Retirement 2045

Mutual Funds · Spouse

$250K+

Vanguard 529 College Savings Plan

Education Savings Plans · Child

$250K+

Congressional FCU Money Market Account

Bank Deposit · Self

$100K+

Mortgage Held on 215 Robinson Road

Accounts Receivable · Self

$100K+

Congressional FCU checking

Bank Deposit · Self

$50K+

McHenry-Putman Partnership

Real Estate · Self

$50K+

Locust -Hwy 200 LLC

Real Estate · Self

$15K+

McHenry-Putman Partnership

Real Estate · Self

$15K+

Fidelity Government Cash Reserves

Mutual Funds · Spouse

$1,001+

iShares Core Growth Allocation ETF

Mutual Funds · Spouse

$1,001+

Marsh & McLennan Companies, Inc.

Corporate Securities · Spouse

$1,001+

PenFed Credit Union Savings Account

Bank Deposit · Self

$1,001+

Their 13 largest holdings, as a table

Asset	Kind	Owner	Value	Income
Vanguard Target Retirement 2045	Mutual Funds	Spouse	$250K – $500K	Tax-Deferred: —
Vanguard 529 College Savings Plan	Education Savings Plans	Child	$250K – $500K	Tax-Deferred: —
Congressional FCU Money Market Account	Bank Deposit	Self	$100K – $250K	Interest: $2,501 – $5,000
Mortgage Held on 215 Robinson Road	Accounts Receivable	Self	$100K – $250K	Interest: $5,001 – $15K
Congressional FCU checking	Bank Deposit	Self	$50K – $100K	None: —
McHenry-Putman Partnership	Real Estate	Self	$50K – $100K	Rent: $5,001 – $15K
Locust -Hwy 200 LLC	Real Estate	Self	$15K – $50K	None: —
McHenry-Putman Partnership	Real Estate	Self	$15K – $50K	Rent: $5,001 – $15K
Fidelity Government Cash Reserves	Mutual Funds	Spouse	$1,001 – $15K	Tax-Deferred: —
iShares Core Growth Allocation ETF	Mutual Funds	Spouse	$1,001 – $15K	Tax-Deferred: —
Marsh & McLennan Companies, Inc.	Corporate Securities	Spouse	$1,001 – $15K	Dividends: $1 – $200
PenFed Credit Union Savings Account	Bank Deposit	Self	$1,001 – $15K	Interest: $1 – $200
Alliance Bank and Trust	Non-Public Stock	Self	$1 – $1,000	None: —

Trades, month by month

Every trade on their reports by the trade's date: purchases up, sales down. Hover a month for what was traded.

Purchases
Sales

What they trade most

Vanguard Total Bond Market Index Investor Shares (VBMFX)

2022–2022 · $15K – $50K

1 trades

Franklin Utilities Fund Cl R6 (FUFRX)

2023–2023 · $1,001 – $15K

1 trades

SPDR Gold Trust (GLD)

2023–2023 · $1,001 – $15K

1 trades

iShares Core Growth Allocation ETF (AOR)

2023–2023 · $1,001 – $15K

1 trades

All 4 trades

Date	Asset	Trade	Owner	Amount	Days to report
2023-07-06	iShares Core Growth Allocation ETF via Cetera Advisor Networks LLC	Purchase	Spouse	$1,001 – $15K	annual
2023-03-15	SPDR Gold Trust via Cetera Advisor Networks LLC	Sale (Full)	Spouse	$1,001 – $15K	annual
2023-03-15	Franklin Utilities Fund Cl R6 via Cetera Advisor Networks LLC	Sale (Full)	Spouse	$1,001 – $15K	annual
2022-02-10	Vanguard Total Bond Market Index Investor Shares via Brattle Group Retirement Plan	Exchange	Spouse	$15K – $50K	annual

What their office spends

What McHenry'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): $592,484 over the last 4 quarters, 91% 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
Q4 '25	$0	$0	$0	$0	$5	$5
Q2 '25	$0	$0	$193	$0	$11,249	$11,442
Q1 '25	$106,431	$176	$1,632	$1,497	$11,430	$121,166
Q4 '24	$429,948	$13,898	$8,871	$3,165	$3,988	$459,872
Q3 '24	$430,825	$3,766	$9,961	$664	$1,958	$447,175
Q2 '24	$406,924	$5,272	$8,433	$634	$2,161	$423,423
Q1 '24	$430,974	$3,024	$8,532	$1,227	$39,742	$483,499
Q4 '23	$456,242	$2,515	$8,578	$1,942	$14,185	$483,461
Q3 '23	$363,841	$5,274	$8,767	$2,789	$11,653	$392,323
Q2 '23	$327,478	$6,899	$9,274	$6,161	$15,287	$365,098
Q1 '23	$322,589	$2,895	$10,955	$52,080	$89,361	$477,879
Q4 '22	$454,858	$4,309	$8,355	$2,342	$34,775	$504,640
Q3 '22	$347,612	$8,378	$9,144	$11,416	$2,720	$379,270
Q2 '22	$323,568	$3,241	$8,719	$1,912	$2,068	$339,509
Q1 '22	$317,474	$1,653	$9,765	$71,839	$30,986	$431,718
Q4 '21	$370,317	$3,067	$8,657	$4,244	$22,820	$409,105
Q2 '21	$258,470	$8,545	$10,856	$1,234	$10,042	$289,147
Q1 '21	$274,030	$2,934	$10,428	$531	$24,521	$312,444

Private funds

1private 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.

No public filing

Alliance Bank and Trust

held from 2021

$500

All 1, 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
Alliance Bank and Trust							held 2021		$1 – $1,000

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
Jan 31, 2025	Termination Report for 2025	17
May 15, 2024	Annual Report for 2023	3
May 14, 2024	Annual Report (amendment) for 2022	1
May 15, 2023	Annual Report for 2022	1
May 16, 2022	Annual Report for 2021	17
Jan 10, 2021	Periodic Transaction Report	0