David B. McKinley R
Republican representative for West Virginia (WV-1) (former), in the House since Jan 5, 2011.
Among all 440 members
Each dot is a member; McKinley 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
$0
2021–22
$2.4M
See the data
| Period | Raised | Individuals | PACs | Parties | Own money | Spent | Cash | Outside for | Outside against |
|---|---|---|---|---|---|---|---|---|---|
| 2023–24 | $0 | $0 | $0 | $0 | $0 | $18,314 | $0 | $0 | $0 |
| 2021–22 | $2,426,429 | $851,936 | $839,750 | $0 | $720,000 | $2,801,326 | $18,314 | $101,219 | $648,319 |
FEC totals through Mar 31, 2023.
Who gives to them
Their itemized individual contributions (over $200 from a donor in an election cycle): from inside West Virginia versus everywhere else, each period.
- From West Virginia
- From out of state
2021–22
$427K
Where it came from
- Less
- More
- Their state
Their donors' employers
Employers as donors wrote them, 2021 on (retired and not employed donors aside).
PANHANDLE CLEANING & RESTORATION
$9,800
ERGON
$8,700
WVU MEDICINE
$7,000
TRITON CONSTRUCTION
$5,900
PETER G PETERSON FOUNDATION
$5,800
HENRY CROWN & CO
$5,800
ALLEGHANY WOOD PRODUCTS
$5,500
PRESTON CONTRACTORS
$5,400
STATE OF WEST VIRGINIA
$3,150
ADRIAN ENTERPRISE
$3,000
WESTLAKE CHEMICAL CORPORATION
$2,900
UNITED BANK
$2,900
The largest donors, and the numbers
| Period | Itemized | Contributions | From WV | Retired donors |
|---|---|---|---|---|
| 2021–22 | $426,535 | 420 | 69% | 11% |
| Donor | Where | Employer, occupation | Total |
|---|---|---|---|
| CRITES, JOHN W. II | PETERSBURG, WV | $5,800 | |
| CRITES, MICHELE C. MRS. | PETERSBURG, WV | $5,800 | |
| CROWN, JAMES S. MR. | CHICAGO, IL | HENRY CROWN & CO, CEO | $5,800 |
| PETERSON, MICHAEL A. | NEW YORK, NY | PETER G PETERSON FOUNDATION, CHAIRMAN | $5,800 |
| CRITES, JOHN W. MR. | PETERSBURG, WV | ALLEGHANY WOOD PRODUCTS, CHAIRMAN | $5,000 |
| ADAMS, ELIZABETH R. MRS. | PARKERSBURG, WV | NONE, HOMEMAKER | $2,900 |
| ADAMS, RICHARD M. MR. | PARKERSBURG, WV | UNITED BANK, CEO | $2,900 |
| ARNOLD, JOHN D. MR. | HOUSTON, TX | RETIRED, RETIRED | $2,900 |
| ARNOLD, LAURA E. MRS. | HOUSTON, TX | RETIRED, RETIRED | $2,900 |
| BOYLE, EDWARD PATRICK MR. II | KINGWOOD, WV | MOUNTAINEER CONTRACTORS INC., CONTRACTOR | $2,900 |
| BOYLE, KATHARINE A. | MORGANTOWN, WV | MEG PROPERTIES, EXECUTIVE | $2,900 |
| BOYLE, RYAN P. MR. | KINGWOOD, WV | PRESTON CONTRACTORS GROUPS, EXECUTIVE | $2,900 |
| BOYLE, TYLER M. | MORGANTOWN, WV | PRESTON CONTRACTORS, EXECUTIVE | $2,900 |
| CHAO, ALBERT MR. | HOUSTON, TX | WESTLAKE CHEMICAL CORPORATION, EXECUTIVE | $2,900 |
| CROW, HARLAN R. | DALLAS, TX | $2,900 | |
| DUNN, WAYNE P. DR. | MINERAL WELLS, WV | NONE, RETIRED | $2,900 |
| ESTEP, JAMES MR. | MORGANTOWN, WV | HIGH TECHNOLOGY FOUNDATION, EXECUTIVE | $2,900 |
| FAISON, JAY WINTERS MR. | CHARLOTTE, NC | CLEARPATH FOUNDATION, FOUNDER AND CEO | $2,900 |
| FERNS, LINDA K. MRS. | WHEELING, WV | NONE, HOMEMAKER | $2,900 |
| FERNS, MICHAEL D. MR. | BENWOOD, WV | A&B KIA, OWNER | $2,900 |
| FLETCHER, JAMES H. MR. | VERO BEACH, FL | JHFLETCHER & CO, CHAIRMAN | $2,900 |
| GOLDBERG, DAVID S. MR. | GIBSONIA, PA | MHS, PRESIDENT AND CEO | $2,900 |
| HAMMOCK, A. LYNN MRS. | MORGANTOWN, WV | KEYLOGIC SERVICES INC., PRESIDENT | $2,900 |
| HAMMOCK, JON K. MR. | MORGANTOWN, WV | KEYLOGIC SYSTEMS INC., PRESIDENT/CEO | $2,900 |
| HARTZELL, CRAIG W. MR. | MORGANTOWN, WV | AZIMUTH INC, OWNER | $2,900 |
Their biggest PAC and party givers
UPTON
$5,000
All 25
| Committee | Connected organization | Total | Gifts |
|---|---|---|---|
| UNITED MINE WORKERS OF AMERICA - COAL MINERS POLITICAL ACTION COMMITTEE | UNITED MINE WORKERS OF AMERICA - COAL MINERS POLITICAL ACTION COMMITTEE | $10,000 | 5 |
| OCCIDENTAL PETROLEUM CORPORATION POLITICAL ACTION COMMITTEE | OCCIDENTAL PETROLEUM CORPORATION | $10,000 | 2 |
| INTERNATIONAL BROTHERHOOD OF BOILERMAKERS CAMPAIGN ASSISTANCE FUND | INTERNATIONAL BROTHERHOOD OF BOILERMAKERS IRON SHIP BUILDERS BLACKSMITH FORGERS & HELPERS | $10,000 | 2 |
| ASSOCIATED GENERAL CONTRACTORS OF AMERICA POLITICAL ACTION COMMITTEE | ASSOCIATED GENERAL CONTRACTORS OF AMERICA | $10,000 | 3 |
| BROTHERHOOD OF RAILROAD SIGNALMEN POLITICAL ACTION COMMITTEE | BROTHERHOOD OF RAILROAD SIGNALMEN | $9,500 | 5 |
| THE AMERICAN OCCUPATIONAL THERAPY ASSOCIATION, INC. POLITICAL ACTION COMMITTEE (AOTPAC) | THE AMERICAN OCCUPATIONAL THERAPY ASSOCIATION, INC. | $8,000 | 5 |
| NORTH AMERICA'S BUILDING TRADES UNIONS POLITICAL EDUCATIONAL FUND | NORTH AMERICA'S BUILDING TRADES UNIONS | $7,500 | 3 |
| AMERICAN HOSPITAL ASSOCIATION PAC | AMERICAN HOSPITAL ASSOCIATION | $6,000 | 4 |
| WATERPAC - NATIONAL RURAL WATER ASSOCIATION POLITICAL COMMITTEE | ARKANSAS RURAL WATER ASSOCIATION FEDERAL POLITICAL ACTION COMMITTEE | $5,000 | 1 |
| TRUST PAC TEAM REPUBLICANS FOR UTILIZING SENSIBLE TACTICS | UPTON | $5,000 | 1 |
| TRANSPORT WORKERS UNION OF AMERICA POLITICAL CONTRIBUTIONS COMMITTEE | TRANSPORT WORKERS UNION OF AMERICA | $5,000 | 2 |
| THOROUGHBRED PAC | NONE | $5,000 | 6 |
| THE WILLIAMS COMPANIES, INC. POLITICAL ACTION COMMITTEE | THE WILLIAMS COMPANIES, INC. | $5,000 | 2 |
| THE EYE OF THE TIGER POLITICAL ACTION COMMITTEE | $5,000 | 1 | |
| SWISHER INTERNATIONAL INC PAC FUND | NONE | $5,000 | 2 |
| SHEET METAL & AIR CONDITIONING CONTRACTORS' NATIONAL ASSOC., INC. POLITICAL ACTION COMMITTEE | $5,000 | 3 | |
| REPUBLICAN GOVERNANCE GROUP/TUESDAY GROUP PAC | NONE | $5,000 | 7 |
| PPL CORPORATION PEOPLE FOR GOOD GOVERNMENT | LG&E - KU POLITICAL ACTION COMMITTEE | $5,000 | 2 |
| PATRIOTS IN ACTION | $5,000 | 1 | |
| NEW YORK LIFE INSURANCE COMPANY POLITICAL ACTION COMMITTEE | NEW YORK LIFE INSURANCE COMPANY | $5,000 | 1 |
| NCTA - THE INTERNET & TELEVISION ASSOCIATION POLITICAL ACTION COMMITTEE (NCTAPAC) | $5,000 | 1 | |
| NATIONAL STONE, SAND & GRAVEL ASSOCIATION ROCKPAC | NATIONAL STONE, SAND AND GRAVEL ASSOCIATION | $5,000 | 1 |
| NATIONAL EMERGENCY MEDICINE POLITICAL ACTION COMMITTEE / AMERICAN COLLEGE OF EMERGENCY PHYSICIANS | AMERICAN COLLEGE OF EMERGENCY PHYSICIANS | $5,000 | 4 |
| NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION POLITICAL ACTION COMMITTEE | NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION | $5,000 | 2 |
| NATIONAL COMMUNITY PHARMACISTS ASSOCIATION - PAC | NATIONAL COMMUNITY PHARMACISTS ASSOCIATION | $5,000 | 1 |
Outside spending for and against them
- Against them
- For them
All of it
$750K
Who spent it
CLUB FOR GROWTH ACTION
$523K
SCHOOL FREEDOM FUND
$125K
VOTERS FOR WEST VIRGINIA VALUES
$71K
GOPAC ELECTION FUND
$30K
WEST VIRGINIANS FOR LIFE INC POLITICAL ACTION COMMITTEE
$503
CLUB FOR GROWTH PAC
$50
See the data
| Spender | For or against | Total | Reports |
|---|---|---|---|
| CLUB FOR GROWTH ACTION | against | $522,814 | 34 |
| SCHOOL FREEDOM FUND | against | $125,455 | 3 |
| VOTERS FOR WEST VIRGINIA VALUES | for | $70,509 | 5 |
| GOPAC ELECTION FUND | for | $30,207 | 4 |
| WEST VIRGINIANS FOR LIFE INC POLITICAL ACTION COMMITTEE | for | $503 | 25 |
| CLUB FOR GROWTH PAC | against | $50 | 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).
$15K
All 25
Earmarks they asked for
Congressionally directed spending enacted at their request, alone or with others: 23 earmarks, $29.4M. None went to an organization whose employees are among their donors.
- To an organization whose employees gave to them
- To one whose lobbying firm's lobbyists gave to them
- Other earmarks
FY 2023
$22.2M
FY 2022
$7.2M
Against chance: set beside the earmarks other members of their state's delegation asked for on their own, in the same year and account, 0 of the 17 of theirs went to their donors' employers; chance gives about 0: about what chance gives.
The largest
Village of Valley Grove Water System Improvements
Environmental Protection Agency
$5.0M
Town of Davis Sewer Collection System Improvements
Environmental Protection Agency
$5.0M
Kingwood Water Works (WISDOM Project)
Environmental Protection Agency
$4.0M
Weirton Frontier Crossing Industrial Access Road City of Weirton
Department of Housing and Urban Development
$3.0M
Town of Newburg Independence Water Supply Line Project
Environmental Protection Agency
$2.0M
Potomac Valley Hospital
2 earmarks · Department of Health and Human Services
$1.9M
The Town of New Martinsville for a water system improvements project
Environmental Protection Agency
$1.1M
Wheeling-Ohio County Airport (HLG) Critical Apron Pavement Rehab Phase I
Department of Transportation
$1.0M
Grafton City Hospital
Department of Health and Human Services
$995K
Redevelopment of Downtown Parkersburg Wood County Development Authority
2 earmarks · Department of Housing and Urban Development
$900K
All 23
| Year | Recipient | Amount | Asked with | Its employees gave them | Its lobbying firm gave them |
|---|---|---|---|---|---|
| FY 2023 | Village of Valley Grove Water System Improvements Environmental Protection Agency · State and Tribal Assistance Grants - Drinking Water State Revolving Fund · WV | $5,000,000 | |||
| FY 2023 | Town of Davis Sewer Collection System Improvements Environmental Protection Agency · State and Tribal Assistance Grants - Clean Water State Revolving Fund · WV | $5,000,000 | |||
| FY 2023 | Kingwood Water Works (WISDOM Project) Environmental Protection Agency · State and Tribal Assistance Grants - Drinking Water State Revolving Fund · WV | $4,000,000 | |||
| FY 2023 | Town of Newburg Independence Water Supply Line Project Environmental Protection Agency · State and Tribal Assistance Grants - Drinking Water State Revolving Fund · WV | $2,000,000 | |||
| FY 2023 | Potomac Valley Hospital Potomac Valley Hospital, Keyser, WV for facilities and equipment Department of Health and Human Services · Health Resources and Services Administration · WV | $1,100,000 | |||
| FY 2023 | Wheeling-Ohio County Airport (HLG) Critical Apron Pavement Rehab Phase I Department of Transportation · Grants-in-Aid for Airports · WV | $1,000,000 | |||
| FY 2023 | Grafton City Hospital Grafton City Hospital, Grafton, WV for a substance use treatment and recovery program, including the purchase of supplies, equipment, and information technology, and wraparound services Department of Health and Human Services · Substance Use and Mental Health Services Administration · WV | $995,000 | |||
| FY 2023 | Second Interchange at I-70 Phase I Department of Transportation · Highway Infrastructure Programs · WV | $730,000 | |||
| FY 2023 | Law Enforcement Equipment and Technology Upgrades Hancock County Commission Department of Justice · OJP-Byrne · WV | $565,000 | |||
| FY 2023 | Greater Harrison County PSD River Crossing Replacement Environmental Protection Agency · State and Tribal Assistance Grants - Clean Water State Revolving Fund · WV | $500,000 | |||
| FY 2023 | Redevelopment of Downtown Parkersburg Wood County Development Authority Department of Housing and Urban Development · Community Development Fund · WV | $500,000 | |||
| FY 2023 | Marshall County Commission Grand Vue Park Waterline Replacement Environmental Protection Agency · State and Tribal Assistance Grants - Drinking Water State Revolving Fund · WV | $410,438 | |||
| FY 2023 | Town of Harrisville Mellin Ridge Water Line Extension Environmental Protection Agency · State and Tribal Assistance Grants - Drinking Water State Revolving Fund · WV | $400,000 | |||
| FY 2022 | Weirton Frontier Crossing Industrial Access Road City of Weirton Department of Housing and Urban Development · Community Development Fund · WV | $3,000,000 | |||
| FY 2022 | The Town of New Martinsville for a water system improvements project Environmental Protection Agency · State and Tribal Assistance Grants - Drinking Water SRF · WV | $1,120,000 | |||
| FY 2022 | Potomac Valley Hospital Potomac Valley Hospital, Keyser, WV for facilities and equipment Department of Health and Human Services · Health Resources and Services Administration (HRSA) · WV | $750,000 | |||
| FY 2022 | The Ohio County Commission for the Town of Triadelphia water storage tank project Environmental Protection Agency · State and Tribal Assistance Grants - Drinking Water SRF · WV | $600,000 | |||
| FY 2022 | Mon Health Preston Memorial Hospital Mon Health Preston Memorial Hospital, WV, for facilities and equipment Department of Health and Human Services · Health Resources and Services Administration (HRSA) · WV | $580,000 | |||
| FY 2022 | Redevelopment of Downtown Parkersburg Wood County Development Authority Department of Housing and Urban Development · Community Development Fund · WV | $400,000 | |||
| FY 2022 | Wheeling Health Right Wheeling Health Right, Wheeling, WV for facilities and equipment Department of Health and Human Services · Health Resources and Services Administration (HRSA) · WV | $350,000 | |||
| FY 2022 | The Marshall County Commission for a water meter project Environmental Protection Agency · State and Tribal Assistance Grants - Drinking Water SRF · WV | $230,400 | |||
| FY 2022 | The City of Moundsville for a main sewer line evaluation project Environmental Protection Agency · State and Tribal Assistance Grants - Clean Water SRF · WV | $100,000 | |||
| FY 2022 | City of Morgantown City of Morgantown, WV for facilities and equipment Department of Health and Human Services · Health Resources and Services Administration (HRSA) · WV | $100,000 |
Fiscal years 2022–24 from GAO's Tracking the Funds data; 2026 from the House Appropriations Committee's tables. Matched to donors' employers and lobbying clients by name only; an employer's gifts are those in two-year periods up to the earmark's year, shown on each of its earmarks.
How they've voted lately
Nothing on record.
What they sponsor bills about
117th Congress: 41 sponsored, 2 became law
Their bills
| Bill | Latest action |
|---|---|
| H.R. 4660Public Law 117-75 To designate the Federal Building and United States Courthouse located at 1125 Chapline Street in Wheeling, West Virgini | Dec 21, 2021 Became Public Law No: 117-75. |
| H.R. 1510Public Law 117-64 To direct the Secretary of Veterans Affairs to submit to Congress a report on the use of cameras in medical facilities o | Nov 23, 2021 Became Public Law No: 117-64. |
| H.R. 9027 Ocean Restoration Research and Development Act of 2022 | Sep 29, 2022 Referred to the House Committee on Science, Space, and Technology. |
| H.R. 8774 Menopause Research Act of 2022 | Sep 7, 2022 Referred to the Subcommittee on Health. |
| H.R. 8310 Well Primacy Certainty Act | Jul 7, 2022 Referred to the House Committee on Energy and Commerce. |
| H.R. 8183 Recycling Infrastructure and Accessibility Act of 2022 | Jun 30, 2022 Subcommittee Hearings Held. |
| H.R. 7556 Veterans Benefits Improvement Act of 2022 | May 10, 2022 Referred to the Subcommittee on Disability Assistance and Memorial Affairs. |
| H.R. 7404 The Real Emergencies Act | Apr 6, 2022 Referred to the Subcommittee on Health. |
| H.Res. 1014 Congratulating the Glenville State University women's basketball team for winning the National Collegiate Athletic Assoc | Mar 29, 2022 Referred to the House Committee on Education and Labor. |
| H.R. 7250 Retain COPS Act of 2022 | Nov 1, 2022 Referred to the Subcommittee on Crime, Terrorism, and Homeland Security. |
| H.R. 6960 REFUSE PUTIN Act | Mar 21, 2022 Referred to the Subcommittee on Commodity Exchanges, Energy, and Credit. |
| H.Res. 940 Expressing the sense of the House of Representatives that the Russian invasion of Ukraine will further weaken global ene | Feb 28, 2022 Referred to the Subcommittee on Energy. |
| H.R. 6744 PIPES Act | Feb 16, 2022 Referred to the Subcommittee on Energy. |
| H.R. 6719 To amend the Water Resources Development Act of 1992 and the Water Resources Development Act of 1999 to provide assistan | Feb 14, 2022 Referred to the Subcommittee on Water Resources and Environment. |
| H.R. 6352 DRUGS Act | Dec 31, 2021 Referred to the Subcommittee on Health. |
| H.R. 6187 Coal Council Certainty Act of 2021 | Dec 9, 2021 Referred to the Subcommittee on Energy. |
| H.R. 5875 Rural Health Training Act of 2021 | Nov 5, 2021 Referred to the Subcommittee on Health. |
| H.R. 5876 Supporting Affordable and Reliable Energy in Developing Countries Act of 2021 | Nov 4, 2021 Referred to the Committee on Financial Services, and in addition to the Committee on Foreign Affairs, for a pe |
| H.R. 4891 Net-Negative Carbon Dioxide Baseload Power Act | Aug 2, 2021 Referred to the Subcommittee on Energy. |
| H.Con.Res. 42 Expressing the sense of Congress that governmental entities should use a portion of the proceeds from litigation against | Jul 22, 2021 Referred to the Subcommittee on Health. |
| H.R. 4603 United States Call Center Worker and Consumer Protection Act of 2021 | Jul 22, 2021 Referred to the Subcommittee on Consumer Protection and Commerce. |
| H.R. 4390 PROTECT 340B Act of 2021 | Jul 12, 2021 Referred to the Subcommittee on Health. |
| H.R. 4152 Appalachian Regional Energy Hub Initiative Act | Jun 25, 2021 Referred to the Subcommittee on Economic Development, Public Buildings, and Emergency Management. |
| H.R. 4153 Clean Energy Future Through Innovation Act of 2021 | Jun 29, 2021 Referred to the Subcommittee on Energy. |
| H.R. 4098 Non-Opioid Directive Act | Jun 24, 2021 Referred to the Subcommittee on Health. |
| Congress | Sponsored | Became law | Cosponsored |
|---|---|---|---|
| 117th | 41 | 2 | 599 |
6 former staff now lobbying
CHRISTOPHER BUKI
S-3 GROUP
41 clients
CHRISTOPHER BUKI
WEST FRONT STRATEGIES LLC
27 clients
TRUE PFEIFER
KYLE HOUSE GROUP
4 clients
SYDNEY PETTIT
VERIZON COMMUNICATIONS INC. AND VARIOUS SUBSIDIARIES
1 client
MICHAEL HAMILTON
AMERICAN CHEMISTRY COUNCIL
1 client
SYDNEY PETTIT
CTIA-THE WIRELESS ASSOCIATION
1 client
See the data
| Lobbyist | Former position, as they list it | Firms | Clients | Years |
|---|---|---|---|---|
| CHRISTOPHER BUKI | Staff Assistant/Legislative Correspondent, Representative John Culberson; Legislative Assistant/Senior Legislative Assistant, Representative Bill Shuster; Legislative Director/Deputy Chief of Staff, Representative David McKinley | S-3 GROUP | 41 | 2024–2026 |
| CHRISTOPHER BUKI | Staff Assistant/Legislative Correspondent, Representative John Culberson; Legislative Assistant/Senior Legislative Assistant, Representative Bill Shuster; Legislative Director/Deputy Chief of Staff, Representative David McKinley | WEST FRONT STRATEGIES LLC | 27 | 2022–2023 |
| TRUE PFEIFER | Legislative Assistant, Congressman McKinley (R-WV) from January of 2011 to August of 2013. | KYLE HOUSE GROUP | 4 | 2021–2022 |
| SYDNEY PETTIT | Sen. Capito: Leg Asst (6/19-12/21); Rep. David McKinley: Staff Asst (7/16-1/1/17); Leg Correspondent (1/17-8/17); Leg Aide (8/17-4/18); Leg Asst (4/18-6/19) | VERIZON COMMUNICATIONS INC. AND VARIOUS SUBSIDIARIES | 1 | 2024 |
| MICHAEL HAMILTON | Mar 2012 - Jan 2023, Chief of Staff - Rep. David B. McKinley (WV-1), U.S. House of Representatives | AMERICAN CHEMISTRY COUNCIL | 1 | 2023 |
| SYDNEY PETTIT | Office of U.S. Sen. Shelley Moore Capito, Legislative Assistant June 2019-Nov. 2019 Office of Congressman David McKinley, Legislative Assistant Apr. 2018-June 2019, Legislative Aide Sept.2017-Apr.2018, Legislative Correspondent July 2016-Aug.2017 | CTIA-THE WIRELESS ASSOCIATION | 1 | 2021 |
Holdings and trades
$4.6M – $13.8Mnet worth, 2023 report
159trades on their reports
0 of 35trades reported after 45 days
21 daystypical 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, 2023 report
DEAB LLC rental Property ⇒ DEAB LLC Rental Property
Real Estate · Self
$1.0M+
IRA- Filer ⇒ Black Rock Total Return Institutional
Mutual Funds · Self
$250K+
IRA- Filer ⇒ iShares Core US Aggregate Bond ETF
Mutual Funds · Self
$250K+
iShares Trust Core MSCI EAFE
Mutual Funds · Joint
$250K+
Main Street Financial Services Corp
Non-Public Stock · Joint
$250K+
Harding Loevner Intl Equity
Mutual Funds · Joint
$100K+
IRA- Filer ⇒ iShares TR ISHS 1 - 5 INVS
Mutual Funds · Self
$100K+
IRA- Spouse ⇒ Vanguard Scottsdale FDS Vanguard
Mutual Funds · Self
$100K+
IRA- Spouse ⇒ Vanguard Tax - Managed INTL FD FTSE DEV MKT
Mutual Funds · Self
$100K+
iShares Russell 1000
Mutual Funds · Joint
$100K+
iShares Russell 2000
Mutual Funds · Joint
$100K+
iShares Russell Mid Cap
Mutual Funds · Joint
$100K+
Their 25 largest holdings, as a table
| Asset | Kind | Owner | Value | Income |
|---|---|---|---|---|
| DEAB LLC rental Property ⇒ DEAB LLC Rental Property | Real Estate | Self | $1.0M – $5.0M | Dividends, Rent: $0 – $0 |
| IRA- Filer ⇒ Black Rock Total Return Institutional | Mutual Funds | Self | $250K – $500K | Tax-Deferred: — |
| IRA- Filer ⇒ iShares Core US Aggregate Bond ETF | Mutual Funds | Self | $250K – $500K | Tax-Deferred: — |
| iShares Trust Core MSCI EAFE | Mutual Funds | Joint | $250K – $500K | Capital Gains, Dividends: $15K – $50K |
| Main Street Financial Services Corp | Non-Public Stock | Joint | $250K – $500K | Dividends: $5,001 – $15K |
| Harding Loevner Intl Equity | Mutual Funds | Joint | $100K – $250K | Dividends: $2,501 – $5,000 |
| IRA- Filer ⇒ iShares TR ISHS 1 - 5 INVS | Mutual Funds | Self | $100K – $250K | Tax-Deferred: — |
| IRA- Spouse ⇒ Vanguard Scottsdale FDS Vanguard | Mutual Funds | Self | $100K – $250K | Tax-Deferred: — |
| IRA- Spouse ⇒ Vanguard Tax - Managed INTL FD FTSE DEV MKT | Mutual Funds | Self | $100K – $250K | Tax-Deferred: — |
| iShares Russell 1000 | Mutual Funds | Joint | $100K – $250K | Dividends: $2,501 – $5,000 |
| iShares Russell 2000 | Mutual Funds | Joint | $100K – $250K | Dividends: $1,001 – $2,500 |
| iShares Russell Mid Cap | Mutual Funds | Joint | $100K – $250K | Dividends: $1,001 – $2,500 |
| McKinley Family Life Insurance Trust / Lincoln National Life Insurance | Life Insurance | Child | $100K – $250K | Dividends, Interest: $2,501 – $5,000 |
| MFS Intl Growth | Mutual Funds | Joint | $100K – $250K | Capital Gains, Dividends: $5,001 – $15K |
| Vanguard Muni Bond Tax Exempt | Mutual Funds | Joint | $100K – $250K | Dividends: $2,501 – $5,000 |
| 191 Bethany Pike, Wheeling, WV 26003 | Real Estate | Joint | $50K – $100K | Rent: $2,501 – $5,000 |
| Accenture plc Class A Ordinary Shares | Corporate Securities | Joint | $50K – $100K | Dividends: $201 – $1,000 |
| Costco Wholesale Corporation | Corporate Securities | Joint | $50K – $100K | Dividends: $201 – $1,000 |
| Fidelity Government Cash Reserves | Mutual Funds | Joint | $50K – $100K | Dividends: $201 – $1,000 |
| Invesco ETF | Mutual Funds | Joint | $50K – $100K | Dividends: $201 – $1,000 |
| IRA- Spouse ⇒ Black Rock Total Return Institutional | Mutual Funds | Self | $50K – $100K | Tax-Deferred: — |
| IRA- Spouse ⇒ BlackRock Emerging Markets FD Ink INSL ( MADCX) | Mutual Funds | Self | $50K – $100K | Tax-Deferred: — |
| IRA- Spouse ⇒ iShares Core S&P Small - Cap E | Mutual Funds | Self | $50K – $100K | Tax-Deferred: — |
| IRA- Spouse ⇒ iShares Core US Aggregate Bond ETF | Mutual Funds | Self | $50K – $100K | Tax-Deferred: — |
| IRA- Spouse ⇒ iShares MSCI EMR MRK EX CHNA | Mutual Funds | Self | $50K – $100K | Tax-Deferred: — |
Trades, month by month
Every trade on their reports by the trade's date: purchases up, sales down. Hover a month for what was traded.
- Purchases
- Sales
What they trade most
The Hartford SMART529 Growth Portfolio E
2021–2022 · $11K – $165K
11 trades
The SMART529 Stable Value Fund E
2021–2022 · $11K – $165K
11 trades
IRA- Spouse ⇒ BlackRock Total Return (MAHQX)
2021–2022 · $404K – $910K
7 trades
IRA- Spouse ⇒ ARK Innovation ETF (ARKK)
2021–2022 · $97K – $280K
6 trades
Vanguard Tax - Managed INTL FD FTSE DEV MKT ETF (VEA)
2021–2022 · $83K – $245K
6 trades
IRA- Spouse ⇒ Invesco ETF (QQQJ)
2022–2022 · $110K – $300K
5 trades
IRA- Spouse ⇒ iShares Treasury 1-5 Year (IGSB)
2021–2022 · $96K – $265K
5 trades
IRA- Spouse ⇒ BlackRock Emerging Markets FD Ink INSL ( MADCX)
2022–2022 · $102K – $230K
4 trades
IRA- Spouse ⇒ JPMorgan Emerging MKTS Equity Class I (JEMSX)
2021–2022 · $53K – $145K
4 trades
IRA- Spouse ⇒ Vanguard Russell 100 Value Index (VONV)
2021–2022 · $18K – $95K
4 trades
All 159 trades
| Date | Asset | Trade | Owner | Amount | Days to report |
|---|---|---|---|---|---|
| 2022-11-07 | IRA- Filer ⇒ iShares TR ISHS 1 - 5 INVS via IRA's | Sale (Partial) | Self | $15K – $50K | annual |
| 2022-10-10 | The SMART529 Stable Value Fund E via Hartford SMART529 Plan | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-10-10 | The Smart529 Stable Value Fund E via Hartford SMART529 Plan | Purchase | Self | $1,001 – $15K | annual |
| 2022-10-10 | The Hartford SMART529 Growth Portfolio E via Hartford SMART529 Plan | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-10-10 | The Hartford SMART529 Growth Portfolio E via Hartford SMART529 Plan | Purchase | Self | $1,001 – $15K | annual |
| 2022-09-21 | W.W. Grainger, Inc. via IRA's > IRA- Spouse | Purchase | Self | $1,001 – $15K | 21 |
| 2022-09-21 | Tesla, Inc. via IRA's > IRA- Spouse | Purchase | Self | $1,001 – $15K | 21 |
| 2022-09-21 | Stanley Black & Decker, Inc. via IRA's > IRA- Spouse | Sale (Full) | Self | $1,001 – $15K | 21 |
| 2022-09-21 | S&P Global Inc. via IRA's > IRA- Spouse | Sale (Full) | Self | $1,001 – $15K | 21 |
| 2022-09-21 | Centene Corporation via IRA's > IRA- Spouse | Purchase | Self | $1,001 – $15K | 21 |
| 2022-09-21 | CarMax Inc via IRA's > IRA- Spouse | Sale (Full) | Self | $1,001 – $15K | 21 |
| 2022-09-21 | Arthur J. Gallagher & Co. via IRA's > IRA- Spouse | Purchase | Self | $1,001 – $15K | 21 |
| 2022-09-21 | Abbott Laboratories via IRA's > IRA- Spouse | Sale (Full) | Self | $1,001 – $15K | 21 |
| 2022-08-16 | Vanguard Tax - Managed INTL FD FTSE DEV MKT ETF | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2022-08-16 | iShares Trust Core MSCI EAFE ETF ( IEFA) | Sale (Partial) | Joint | $50K – $100K | annual |
| 2022-08-16 | iShares TR EAFE GRWTH ETF | Purchase | Joint | $50K – $100K | annual |
| 2022-08-16 | IRA- Spouse ⇒ Vanguard Tax - Managed INTL FD FTSE DEV MKT via IRA's | Sale (Partial) | Self | $15K – $50K | annual |
| 2022-08-16 | IRA- Spouse ⇒ Vanguard Tax - Managed INTL FD FTSE DEV MKT via IRA's | Sale (Partial) | Self | $15K – $50K | annual |
| 2022-08-16 | IRA- Spouse ⇒ iShares TR EAFE Growth EFT via IRA's | Purchase | Self | $15K – $50K | annual |
| 2022-08-16 | IRA- Spouse ⇒ iShares TR EAFE Growth EFT via IRA's | Purchase | Self | $15K – $50K | annual |
| 2022-07-11 | The SMART529 Stable Value Fund E via Hartford SMART529 Plan | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-07-11 | The SMART529 Stable Value Fund E via Hartford SMART529 Plan | Purchase | Self | $1,001 – $15K | annual |
| 2022-07-11 | The Hartford SMART529 Growth Portfolio E via Hartford SMART529 Plan | Purchase | Self | $1,001 – $15K | annual |
| 2022-07-11 | The Hartford SMART529 Growth Portfolio E via Hartford SMART529 Plan | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-07-07 | iShares National Muni Bond ETF | Purchase | Joint | $50K – $100K | annual |
| 2022-07-07 | IRA- Spouse ⇒ Vanguard Tax - Managed INTL FD FTSE DEV MKT via IRA's | Purchase | Self | $1,001 – $15K | annual |
| 2022-07-07 | IRA- Spouse ⇒ Vanguard Tax - Managed INTL FD FTSE DEV MKT via IRA's | Purchase | Self | $1,001 – $15K | annual |
| 2022-07-07 | IRA- Spouse ⇒ Vanguard Scottsdale FDS Vanguard via IRA's | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-07-07 | IRA- Spouse ⇒ Vanguard Energy ETF via IRA's | Purchase | Self | $15K – $50K | annual |
| 2022-07-07 | IRA- Spouse ⇒ iShares TR ISHS 1 - 5 INVS via IRA's | Sale (Partial) | Self | $15K – $50K | annual |
| 2022-07-07 | IRA- Spouse ⇒ iShares Core US Aggregate Bond ETF via IRA's | Purchase | Self | $1,001 – $15K | annual |
| 2022-07-07 | IRA- Spouse ⇒ Invesco ETF via IRA's | Purchase | Self | $15K – $50K | annual |
| 2022-07-07 | IRA- Spouse ⇒ Invesco ETF via IRA's | Purchase | Self | $15K – $50K | annual |
| 2022-07-07 | IRA- Spouse ⇒ BlackRock Emerging Markets FD Ink INSL ( MADCX) via IRA's | Purchase | Self | $1,001 – $15K | annual |
| 2022-07-07 | IRA- Spouse ⇒ BlackRock Emerging Markets FD Ink INSL ( MADCX) via IRA's | Purchase | Self | $1,001 – $15K | annual |
| 2022-07-07 | UnitedHealth Group Incorporated Common Stock via IRA's > IRA- Spouse | Sale (Partial) | Self | $1,001 – $15K | 27 |
| 2022-07-07 | O'Reilly Automotive, Inc. via IRA's > IRA- Spouse | Sale (Partial) | Self | $1,001 – $15K | 27 |
| 2022-07-07 | Jacobs Engineering Group Inc. via IRA's > IRA- Spouse | Sale (Partial) | Self | $1,001 – $15K | 27 |
| 2022-07-07 | Costco Wholesale Corporation via IRA's > IRA- Spouse | Sale (Partial) | Self | $1,001 – $15K | 27 |
| 2022-06-15 | The SMART529 Stable Value Fund E via Hartford SMART529 Plan | Sale (Full) | Self | $1,001 – $15K | annual |
| 2022-06-15 | The SMART529 Stable Value Fund E via Hartford SMART529 Plan | Purchase | Self | $1,001 – $15K | annual |
| 2022-06-15 | The SMART529 Stable Value Fund E via Hartford SMART529 Plan | Exchange | Self | $1,001 – $15K | annual |
| 2022-06-15 | The SMART529 Stable Value Fund E via Hartford SMART529 Plan | Exchange | Self | $1,001 – $15K | annual |
| 2022-06-15 | The Hartford SMART529 Growth Portfolio E via Hartford SMART529 Plan | Purchase | Self | $1,001 – $15K | annual |
| 2022-06-15 | The Hartford SMART529 Growth Portfolio E via Hartford SMART529 Plan | Sale (Full) | Self | $1,001 – $15K | annual |
| 2022-06-15 | The Hartford SMART529 Growth Portfolio E via Hartford SMART529 Plan | Exchange | Self | $1,001 – $15K | annual |
| 2022-06-15 | The Hartford SMART529 Growth Portfolio E via Hartford SMART529 Plan | Exchange | Self | $1,001 – $15K | annual |
| 2022-05-20 | Global Payments Inc. via IRA's > IRA- Spouse | Purchase | Self | $1,001 – $15K | 21 |
| 2022-05-16 | Vanguard MUN BD FDS Tax Exempt BD | Purchase | Joint | $100K – $250K | annual |
| 2022-05-16 | Vanguard INTL Equity Index FDS FTSE EMR MKT ETF | Sale (Full) | Joint | $15K – $50K | annual |
| 2022-05-16 | iShares TR MSCI USA MMENTM | Sale (Full) | Joint | $100K – $250K | annual |
| 2022-05-11 | Invesco Exchange Traded FD TR II NASDAQNXTGEN100 | Purchase | Joint | $50K – $100K | annual |
| 2022-05-09 | IRA- Spouse ⇒ Vanguard Scottsdale FDS Vanguard via IRA's | Purchase | Self | $15K – $50K | annual |
| 2022-05-09 | IRA- Spouse ⇒ Vanguard International Growth Admiral via IRA's | Sale (Full) | Self | $15K – $50K | annual |
| 2022-05-09 | IRA- Spouse ⇒ Invesco ETF via IRA's | Purchase | Self | $15K – $50K | annual |
| 2022-05-09 | IRA- Spouse ⇒ Invesco ETF via IRA's | Purchase | Self | $15K – $50K | annual |
| 2022-05-09 | IRA- Spouse ⇒ ARK Innovation ETF via IRA's | Sale (Full) | Self | $15K – $50K | annual |
| 2022-05-09 | Ark ETF TR Innovation ETF | Sale (Full) | Joint | $50K – $100K | annual |
| 2022-04-12 | iShares National Muni Bond | Sale (Full) | Joint | $250K – $500K | annual |
| 2022-04-04 | IRA- Spouse ⇒ Pacer FDS TR US Cash COWS 100 via IRA's | Purchase | Self | $50K – $100K | annual |
| 2022-04-04 | IRA- Spouse ⇒ Pacer FDS TR US Cash COWS 100 via IRA's | Purchase | Self | $50K – $100K | annual |
| 2022-04-04 | IRA- Spouse ⇒ ishares TR MSCI USA MM EN TM via IRA's | Sale (Full) | Self | $50K – $100K | annual |
| 2022-03-01 | IRA- Spouse ⇒ JPMorgan Emerging MKTS Equity Class I via IRA's | Sale (Full) | Self | $50K – $100K | annual |
| 2022-03-01 | IRA- Spouse ⇒ BlackRock Emerging Markets FD Ink INSL ( MADCX) via IRA's | Purchase | Self | $50K – $100K | annual |
| 2022-03-01 | IRA- Spouse ⇒ BlackRock Emerging Markets FD Ink INSL ( MADCX) via IRA's | Purchase | Self | $50K – $100K | annual |
| 2022-02-18 | iShares TIPS Bond ETF | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2022-02-18 | iShares National Muni Bond | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-01-18 | IRA- Spouse ⇒ iShares Core US Aggregate Bond ETF via IRA's | Purchase | Self | $1,001 – $15K | annual |
| 2022-01-18 | IRA- Spouse ⇒ Black Rock Total Return Institutional via IRA's | Purchase | Self | $1,001 – $15K | annual |
| 2022-01-18 | IRA- Spouse ⇒ Black Rock Total Return Institutional via IRA's | Purchase | Self | $1,001 – $15K | annual |
| 2022-01-18 | IRA- Spouse ⇒ ARK Innovation ETF via IRA's | Purchase | Self | $15K – $50K | annual |
| 2021-12-29 | Vanguard Muni Tax Exempt | Sale (Full) | Joint | $100K – $250K | annual |
| 2021-12-29 | iShares Core MSCI Emerging | Sale (Full) | Joint | $100K – $250K | annual |
| 2021-12-29 | Cisco Systems, Inc. | Sale (Full) | Joint | $50K – $100K | annual |
| 2021-12-29 | Anthem, Inc. | Sale (Full) | Joint | $50K – $100K | annual |
| 2021-12-23 | IRA- Filer ⇒ BlackRock Total Return via IRA's | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-12-08 | Linde plc Ordinary Share | Purchase | Joint | $15K – $50K | annual |
| 2021-12-08 | IRA- Spouse ⇒ Linde plc Ordinary Share via IRA's | Purchase | Self | $1,001 – $15K | annual |
| 2021-12-08 | IRA- Spouse ⇒ Activision Blizzard, Inc via IRA's | Sale (Full) | Self | $1,001 – $15K | annual |
| 2021-12-08 | Activision Blizzard, Inc | Sale (Full) | Joint | $15K – $50K | annual |
| 2021-12-07 | Vanguard Muni Tax Exempt | Purchase | Joint | $100K – $250K | annual |
| 2021-12-06 | BMO Intermediate Tax-free (09658L778) | Sale (Full) | Joint | $100K – $250K | annual |
| 2021-11-17 | IRA- Filer ⇒ iShares IBOXX Investment via IRA's | Sale (Full) | Self | $100K – $250K | annual |
| 2021-11-16 | IRA- Filer ⇒ BlackRock Total Return via IRA's | Purchase | Self | $100K – $250K | annual |
| 2021-09-20 | RPM International Inc. | Sale (Full) | Joint | $15K – $50K | annual |
| 2021-09-20 | IRA- Spouse ⇒ RPM International Inc. via IRA's | Sale (Full) | Self | $15K – $50K | annual |
| 2021-09-20 | IRA- Spouse ⇒ Broadcom Inc. via IRA's | Purchase | Self | $15K – $50K | annual |
| 2021-09-20 | Broadcom Inc. | Purchase | Joint | $15K – $50K | annual |
| 2021-08-23 | IRA- Spouse ⇒ Vanguard Intl Developed Markets via IRA's | Purchase | Self | $50K – $100K | annual |
| 2021-08-23 | IRA- Spouse ⇒ iShares Treasury 1-5 Year via IRA's | Purchase | Self | $15K – $50K | annual |
| 2021-08-23 | IRA- Spouse ⇒ iShares MSCI Emerging ex-China via IRA's | Purchase | Self | $15K – $50K | annual |
| 2021-08-23 | IRA- Spouse ⇒ iShares Investment Grade Bond via IRA's | Sale (Full) | Self | $15K – $50K | annual |
| 2021-08-23 | IRA- Spouse ⇒ iShares Core S&P Small Cap via IRA's | Purchase | Self | $1,001 – $15K | annual |
| 2021-08-23 | IRA- Spouse ⇒ iShares Core MSCI Emerging via IRA's | Sale (Full) | Self | $50K – $100K | annual |
| 2021-08-23 | IRA- Spouse ⇒ ARK Innovation ETF via IRA's | Purchase | Self | $1,001 – $15K | annual |
| 2021-08-20 | IRA- Spouse ⇒ JPMorgan Emerging Markets via IRA's | Purchase | Self | $1,001 – $15K | annual |
| 2021-08-19 | Tractor Supply Company | Sale (Partial) | Self | $1,001 – $15K | 25 |
| 2021-08-19 | Thermo Fisher Scientific Inc | Sale (Partial) | Self | $1,001 – $15K | 25 |
| 2021-08-19 | Intuit Inc. | Sale (Partial) | Self | $1,001 – $15K | 25 |
| 2021-08-19 | Estee lauder Companies, Inc. | Sale (Partial) | Self | $1,001 – $15K | 25 |
| 2021-08-19 | Apple Inc. | Sale (Partial) | Self | $1,001 – $15K | 25 |
| 2021-08-19 | Alphabet Inc. - Class A | Sale (Partial) | Self | $1,001 – $15K | 25 |
| 2021-08-19 | Accenture plc Class A Ordinary Shares | Sale (Partial) | Self | $1,001 – $15K | 25 |
| 2021-05-27 | Stanley Black & Decker, Inc. | Purchase | Self | $1,001 – $15K | 6 |
| 2021-05-27 | Netflix, Inc. | Sale (Full) | Self | $1,001 – $15K | 6 |
| 2021-05-13 | BMO Intermediate Tax-free (09658L778) | Purchase | Joint | $100K – $250K | annual |
| 2021-05-12 | Roper Technologies, Inc. | Sale (Full) | Joint | $15K – $50K | 21 |
| 2021-05-12 | Raytheon Technologies Corporation | Sale (Full) | Joint | $1,001 – $15K | 21 |
| 2021-05-12 | Ecolab Inc. | Sale (Full) | Joint | $439 – $439 | 21 |
| 2021-05-12 | Cerner Corporation | Sale (Full) | Joint | $15K – $50K | 21 |
| 2021-05-12 | Akamai Technologies, Inc. | Sale (Full) | Joint | $15K – $50K | 21 |
| 2021-04-21 | Hartford SMART529 Age-based Portfolio 18+ E via Hartford SMART529 Plan | Sale (Full) | Self | $1,001 – $15K | annual |
| 2021-04-07 | IRA- Spouse ⇒ iShares US Treasury via IRA's | Sale (Full) | Self | $50K – $100K | annual |
| 2021-04-07 | IRA- Filer ⇒ iShares Treasury via IRA's | Sale (Full) | Self | $250K – $500K | annual |
| 2021-04-06 | IRA- Spouse ⇒ BlackRock Total Return via IRA's | Purchase | Self | $50K – $100K | annual |
| 2021-04-06 | IRA- Filer ⇒ BlackRock Total Return Inst via IRA's | Purchase | Self | $250K – $500K | annual |
| 2021-03-26 | IRA- Spouse ⇒ Vanguard Russell 1000 Value via IRA's | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-03-26 | IRA- Spouse ⇒ Vanguard Russell 100 Value Index via IRA's | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-03-26 | IRA- Spouse ⇒ Roper Technologies, Inc. via IRA's | Sale (Full) | Self | $1,001 – $15K | annual |
| 2021-03-26 | IRA- Spouse ⇒ Roper Technologies, Inc. via IRA's | Sale (Full) | Self | $1,001 – $15K | annual |
| 2021-03-26 | IRA- Spouse ⇒ MFS International Growth Fund via IRA's | Sale (Full) | Self | $50K – $100K | annual |
| 2021-03-26 | IRA- Spouse ⇒ iShares Russell Midcap via IRA's | Sale (Full) | Self | $1,001 – $15K | annual |
| 2021-03-26 | IRA- Spouse ⇒ iShares Core S&P Small Cap via IRA's | Purchase | Self | $50K – $100K | annual |
| 2021-03-26 | IRA- Spouse ⇒ iShares Core MSCI Emerging via IRA's | Purchase | Self | $100K – $250K | annual |
| 2021-03-26 | IRA- Spouse ⇒ Cerner Corporation via IRA's | Sale (Full) | Self | $15K – $50K | annual |
| 2021-03-26 | IRA- Spouse ⇒ ARK Innovation ETF via IRA's | Purchase | Self | $1,001 – $15K | annual |
| 2021-03-26 | IRA- Spouse ⇒ Akamai Technologies, Inc. via IRA's | Sale (Full) | Self | $1,001 – $15K | annual |
| 2021-03-25 | IRA- Spouse ⇒ Vanguard Intl Growth via IRA's | Purchase | Self | $15K – $50K | annual |
| 2021-03-25 | IRA- Spouse ⇒ Primecap Odyssey Aggressive via IRA's | Sale (Full) | Self | $50K – $100K | annual |
| 2021-03-25 | IRA- Spouse ⇒ JPMorgan Emerging Mkts via IRA's | Purchase | Self | $1,001 – $15K | annual |
| 2021-03-16 | SMART529 Stable Value Fund E via Hartford SMART529 Plan | Exchange | Self | $1,001 – $15K | annual |
| 2021-03-16 | SMART529 Stable Value Fund E via Hartford SMART529 Plan | Exchange | Self | $1,001 – $15K | annual |
| 2021-03-16 | SMART529 Stable Value Fund E via Hartford SMART529 Plan | Sale (Full) | Self | $1,001 – $15K | annual |
| 2021-03-16 | Hartford SMART529 Growth Portfolio E via Hartford SMART529 Plan | Sale (Full) | Self | $1,001 – $15K | annual |
| 2021-03-16 | Hartford SMART529 Growth Portfolio E via Hartford SMART529 Plan | Exchange | Self | $1,001 – $15K | annual |
| 2021-03-16 | Hartford SMART529 Growth Portfolio E via Hartford SMART529 Plan | Exchange | Self | $1,001 – $15K | annual |
| 2021-03-16 | Hartford SMART529 Age-based Portfolio 18+ E via Hartford SMART529 Plan | Purchase | Self | $1,001 – $15K | annual |
| 2021-03-16 | Hartford SMART529 Age-based Portfolio 18+ E via Hartford SMART529 Plan | Purchase | Self | $1,001 – $15K | annual |
| 2021-03-04 | BMO Intermediate Tax-free (09658L778) | Purchase | Joint | $15K – $50K | annual |
| 2021-02-24 | IRA- Spouse ⇒ JPMorgan Emerging Markets Equity via IRA's | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-02-24 | IRA- Spouse ⇒ iShares US Treasury via IRA's | Purchase | Self | $1,001 – $15K | annual |
| 2021-02-24 | IRA- Spouse ⇒ iShares US Aggregate Bond via IRA's | Purchase | Self | $1,001 – $15K | annual |
| 2021-02-24 | IRA- Spouse ⇒ iShares Treasury via IRA's | Purchase | Self | $1,001 – $15K | annual |
| 2021-02-24 | IRA- Spouse ⇒ iShares Investment Grade via IRA's | Purchase | Self | $1,001 – $15K | annual |
| 2021-02-24 | IRA- Spouse ⇒ iShares Core S&P Small Cap via IRA's | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-02-24 | IRA- Spouse ⇒ ARK Innovation ETF via IRA's | Sale (Partial) | Self | $15K – $50K | annual |
| 2021-02-24 | IRA- Filer ⇒ iShares US Treasury via IRA's | Sale (Partial) | Self | $50K – $100K | annual |
| 2021-02-23 | IRA- Spouse ⇒ Vanguard Intl Growth Admiral via IRA's | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-02-23 | IRA- Spouse ⇒ Primecap Odyssey Aggressive via IRA's | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-02-23 | IRA- Filer ⇒ BlackRock Total Return via IRA's | Purchase | Self | $1,001 – $15K | annual |
| 2021-02-22 | RPM International Inc. | Purchase | Self | $1,001 – $15K | 7 |
| 2021-02-22 | O'Reilly Automotive, Inc. | Purchase | Self | $914 – $914 | 7 |
| 2021-02-22 | Netflix, Inc. | Purchase | Self | $1,001 – $15K | 7 |
| 2021-02-22 | global Payments Inc. | Purchase | Self | $1,001 – $15K | 7 |
| 2021-02-22 | Fiserv, Inc. | Purchase | Self | $1,001 – $15K | 7 |
| 2021-02-22 | Costco Wholesale Corporation | Purchase | Self | $1,001 – $15K | 7 |
| 2021-02-22 | Cerner Corporation | Purchase | Self | $1,001 – $15K | 7 |
| 2021-02-22 | CarMax Inc | Purchase | Self | $1,001 – $15K | 7 |
| 2021-02-05 | iShares TIPS Bond | Purchase | Spouse | $1,001 – $15K | annual |
What their office spends
What McKinley'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): $341,691 over the last 4 quarters, 80% 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 |
|---|---|---|---|---|---|---|
| Q3 '23 | $0 | $0 | $0 | $0 | $500 | $500 |
| Q2 '23 | $0 | $0 | -$304 | $0 | $0 | -$304 |
| Q1 '23 | $6,218 | $3,422 | $2,538 | $13,446 | $1,008 | $26,632 |
| Q4 '22 | $265,697 | $4,908 | $18,399 | $11,161 | $14,696 | $314,862 |
| Q3 '22 | $309,001 | $7,862 | $16,259 | $777 | $13,470 | $347,369 |
| Q2 '22 | $245,083 | $9,514 | $17,281 | $74,126 | $16,510 | $362,515 |
| Q1 '22 | $235,086 | $8,286 | $30,874 | $141,073 | $28,525 | $443,845 |
| Q4 '21 | $279,894 | $7,051 | $20,379 | $24,612 | $16,688 | $348,624 |
| Q2 '21 | $234,136 | $6,922 | $20,312 | $26,433 | $16,266 | $304,069 |
| Q1 '21 | $225,069 | $8,374 | $23,804 | $21 | $24,710 | $281,978 |
Private funds
2private funds, LLCs and trusts with no ticker
0file a Form D with the SEC
—bought within 30 days of the fund's first sale
Where the money goes
Their trades in each (band midpoints) plus their largest year holding it. Funds that sell to outside investors file a Form D with the SEC, which names who runs them; family LLCs, trusts and private companies file nothing public. A trade made through a family LLC counts for the LLC and for what it bought.
Main Street Financial Services Corp (MSWV) - TOD
held from 2021
$33K
Mani Street Financial Services Corp (MSWV) - TOD
held from 2023
$33K
All 2, with what their filings say
Matched to SEC filers by name, so a match means "a filer with this name". Form D facts are from the newest one; manager figures from the SEC's monthly Form ADV file. Money is band midpoints, not dollars invested.
| Fund or entity | Manager | Formed | Kind | Minimum | Investors | First sale | They bought | Traded | Held |
|---|---|---|---|---|---|---|---|---|---|
| Main Street Financial Services Corp (MSWV) - TOD | held 2021 | $15K – $50K | |||||||
| Mani Street Financial Services Corp (MSWV) - TOD | held 2023 | $15K – $50K |
How their trades did
Each of McKinley'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. 43 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
-4.0%-2.0%0+2.0%+4.0%
30 days later
43 trades · 44% beat the market
+0.3%
90 days later
43 trades · 40% beat the market
-2.1%
Before the public knew: between trading and first reporting a trade (a median of 21 days; 0% of them reported late), their trades moved -0.1% against the market, where the same trades on other days give -1.8% to +2.0%. Copying each on the day it was reported would have earned -0.4% over the next 30 days.
Their trades as a fund
Each purchase buys the middle of its amount band, each sale sells it, from Feb 22, 2021: 25.5% a year against the S&P 500's 14.0%; copying the reports, 20.0%. Their timing is within what chance gives (the same stocks, in the same order, moved by up to a year). The House ETF.
- Their trades
- Copying the reports
- S&P 500
Best timed
- Sold CarMax Inc (KMX) 2022-09-21 · $1,001 – $15K · +30.5% against the market in 30 days, +30.0% in 90
- Sold S&P Global Inc. (SPGI) 2022-09-21 · $1,001 – $15K · +10.8% against the market in 30 days, +1.9% in 90
- Sold Stanley Black & Decker, Inc. (SWK) 2022-09-21 · $1,001 – $15K · +10.6% against the market in 30 days, +11.0% in 90
Worst timed
- Bought Tesla, Inc. (TSLA) 2022-09-21 · $1,001 – $15K · -27.9% against the market in 30 days, -55.5% in 90
- Sold Thermo Fisher Scientific Inc (TMO) 2021-08-19 · $1,001 – $15K · -8.0% against the market in 30 days, -8.8% in 90
- Bought Centene Corporation (CNC) 2022-09-21 · $1,001 – $15K · -7.9% against the market in 30 days, -2.0% in 90
Financial disclosures
11 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 19, 2023 | Termination Report for 2023 | 71 |
| Oct 12, 2022 | Periodic Transaction Report | 8 |
| Aug 3, 2022 | Periodic Transaction Report | 4 |
| Jun 10, 2022 | Periodic Transaction Report | 1 |
| May 12, 2022 | Annual Report for 2021 | 86 |
| Jan 14, 2022 | Periodic Transaction Report | 0 |
| Oct 12, 2021 | Periodic Transaction Report | 0 |
| Sep 13, 2021 | Periodic Transaction Report | 7 |
| Jun 2, 2021 | Periodic Transaction Report | 7 |
| Apr 6, 2021 | Periodic Transaction Report | 0 |
| Mar 1, 2021 | Periodic Transaction Report | 8 |