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Members

Ralph Norman R

Republican representative for South Carolina (SC-5), in the House since Jun 26, 2017.

Among all 439 members

Each dot is a member; Norman 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

$101K$28K$38.0M

Votes with their party

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

98.4%49.0%100.0%

Missed votes

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

11.3%0.0%82.4%

Lobbyists' giving

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

$499K$1,500$12.5M

Money from out of state

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

57%2%100%

Bills sponsored

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

230130

Voting record

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

0.86← more liberalmore conservative →

Where their campaign money comes from

2025–26
$101K
2023–24
$398K
2021–22
$891K
See the data
PeriodRaisedIndividualsPACsPartiesOwn moneySpentCashOutside forOutside against
2025–26$101,114$12,612$63,500$0$7,000$610,478$85,247$258$0
2023–24$397,515$164,178$230,700$0$0$334,454$594,611$2,354$0
2021–22$890,552$538,104$312,025$0$0$1,086,941$531,550$785$8

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 South Carolina versus everywhere else, each period.

2025–26
$12K
2023–24
$134K
2021–22
$192K

Where it came from

  • Less
  • More
  • Their state
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Their donors' employers

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

SAULSBURY INDUSTRIES INC
$13K
ULINE
$12K
COMPORIUM
$5,500
CM TUCKER LUMBER
$5,000
BUCKEYE FIRE EQUIPMENT CO
$5,000
THE INTERTECH GROUP INC
$3,300
TITAN FARMS
$3,000
MAYER BROWN
$3,000
J & S INC
$2,900
DOGWOOD LANE CHILDRENS ACADEMY
$2,900
BURNS
$2,900
7 CUPS
$2,900
The largest donors, and the numbers
PeriodItemizedContributionsFrom SCRetired donors
2025–26$11,7501543%44%
2023–24$134,35319646%36%
2021–22$191,51533985%29%
DonorWhereEmployer, occupationTotal
UIHLEIN, RICHARDLAKE FOREST, ILULINE, CEO/OWNER$11,600
RYDIN, MICHAELHOUSTON, TXRETIRED, RETIRED$6,400
COWLES, STEVENFORT LAUDERDALE, FLSELF EMPLOYED, INVESTOR$6,200
FEDELE, MIKEROCK HILL, SCRETIRED, RETIRED$5,000
COOLEY, WILLIAMWEST PALM BEACH, FLRETIRED, RETIRED$3,300
MCCONNELL, ROBERT MR.FORT MILL, SCRETIRED, RETIRED$3,300
NORD, RICHARDVERMILION, OHSELF, LANDSCAPE CONSULTANT$3,300
RATLIFF, CELESTINE MRS.STANLEY, NCRETIRED, RETIRED$3,300
RATLIFF, LEVERNESTANLEY, NCRETIRED, RETIRED$3,300
RICH, HOWARD SBALA CYNWYD, PARETIRED, RETIRED$3,300
SAULSBURY, AMELIAODESSA, TXSAULSBURY INDUSTRIES INC., BOARD MEMBER$3,300
SAULSBURY, CHARLES JR.ODESSA, TXSAULSBURY INDUSTRIES INC., OWNER$3,300
SAULSBURY, CHARLES SR.ODESSA, TXSAULSBURY INDUSTRIES INC., PRESIDENT$3,300
ZUCKER, JONATHANJOHNS ISLAND, SCTHE INTERTECH GROUP, INC., PRESIDENT$3,300
ZUGG, AMELIA DIANEODESSA, TXSAULSBURY INDUSTRIES INC., COMMUNITY RELATIONS$3,300
CZENTYE, SANDRA MRS.WINNSBORO, SCALL PRO SOLUTIONS, INC., OWNER$3,062
GIROUX, JEFF MR.ROCK HILL, SCEXPRESS EMPLOYMENT PROFESSIONALS, OWNER$3,062
HARE, CAROL NASH MRS.ROCK HILL, SCRETIRED, RETIRED$3,000
LIVINGSTON, WILBUR D MR. JRROCK HILL, SCSELF EMPLOYED, PHYSICAN$3,000
BURNS, JAMESROCK HILL, SCBURNS, OWNER$2,900
JOHNSON, MARK MR.LANCASTER, SCJ & S INC., CEO$2,900
MORIARTY, GLENSAN JOSE, CA7 CUPS, CEO$2,900
SALAS, MARTINYORK, SCDOGWOOD LANE CHILDRENS ACADEMY, MANAGER$2,900
TOPPER, LEWIS E.JUPITER, FLRETIRED, RETIRED$2,900
BLACKMON, ALLEN MR.HEATH SPRINGS, SCBLACKMON ENTERPRISES I, LLC, OWNER$2,532

Their biggest PAC and party givers

All 25
CommitteeConnected organizationTotalGifts
STAND FOR AMERICA PACTEAM STAND FOR AMERICA$25,0007
ACPAC ACA INTERNATIONAL POLITICAL ACTION COMMITTEEACA INTERNATIONAL$22,0007
AMERICAN BANKERS ASSOCIATION PAC (BANKPAC)AMERICAN BANKERS ASSOCIATION (ABA)$20,5009
NATIONAL ASSOCIATION OF REALTORS POLITICAL ACTION COMMITTEENATIONAL ASSOCIATION OF REALTORS$18,0005
LPL FINANCIAL LLC POLITICAL ACTION COMMITTEE (LPL PAC)LPL FINANCIAL LLC$17,0009
NATIONAL APARTMENT ASSOCIATION POLITICAL ACTION COMMITTEENATIONAL APARTMENT ASSOCIATION$16,0009
BUILD POLITICAL ACTION COMMITTEE OF THE NATIONAL ASSOCIATION OF HOME BUILDERS (BUILDPAC)NATIONAL ASSOCIATION OF HOME BUILDERS$16,0004
HOUSE FREEDOM FUNDNONE$15,9004
NATIONAL AUTOMOBILE DEALERS ASSOCIATION POLITICAL ACTION COMMITTEENATIONAL AUTOMOBILE DEALERS ASSOCIATION$15,0003
NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION PACNATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION$13,5006
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS POLITICAL ACTION COMMNATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS$12,5004
MORTGAGE BANKERS ASSOCIATION POLITICAL ACTION COMMITTEE (MORPAC)MORTGAGE BANKERS ASSOCIATION$11,5003
MANUFACTURED HOUSING INSTITUTE PAC$10,0006
MAJORITY COMMITTEE PAC--MC PACMAJORITY RISING$10,0002
KOCH INDUSTRIES, INC. POLITICAL ACTION COMMITTEE (KOCHPAC)KOCH INDUSTRIES, INC.$10,0003
HUCK PAC$10,0002
ASIAN AMERICAN HOTEL OWNERS ASSOCIATION PAC (AAHOA PAC)ASIAN AMERICAN HOTEL OWNERS ASSOCIATION$10,0002
AMERICAN CRYSTAL SUGAR COMPANY POLITICAL ACTION COMMITTEEAMERICAN CRYSTAL SUGAR COMPAY$10,0004
FREEDOM FIRST PAC$9,0003
AMERICAN HOTEL AND LODGING ASSOCIATION POLITICAL ACTION COMMITTEE ('HOTELPAC')AMERICAN HOTEL & LODGING ASSOCIATION$8,5005
NATIONAL COTTON COUNCIL OF AMERICA COMMITTEE FOR THE ADVANCEMENT OF COTTONNATIONAL COTTON COUNCIL OF AMERICA$8,0004
AMERICAN ISRAEL PUBLIC AFFAIRS COMMITTEE POLITICAL ACTION COMMITTEE$7,9002
BULLDOG PAC$7,0002
NATIONAL BEER WHOLESALERS ASSOCIATION POLITICAL ACTION COMMITTEENATIONAL BEER WHOLESALERS ASSOCIATION$6,5003
LOCKHEED MARTIN CORPORATION EMPLOYEES' POLITICAL ACTION COMMITTEELOCKHEED MARTIN CORPORATION$6,0005

Outside spending for and against them

All of it
$3,405

Who spent it

HOUSE FREEDOM FUND
$3,139
FREEDOM CAUCUS FUND
$258
PLANNED PARENTHOOD VOTES
$8
See the data
SpenderFor or againstTotalReports
HOUSE FREEDOM FUNDfor$3,13927
FREEDOM CAUCUS FUNDfor$2589
PLANNED PARENTHOOD VOTESagainst$81

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
ACA INTERNATIONAL$25,0008Oct 22, 2021Jun 5, 2025
AMERICAN BANKERS ASSOCIATION$23,00010Mar 16, 2022Feb 14, 2025
NATIONAL ASSOCIATION OF HOME BUILDERS$21,0005Apr 27, 2022Oct 8, 2024
NATIONAL APARTMENT ASSOCIATION$18,5008Aug 16, 2022Jun 16, 2025
NATIONAL ASSOCIATION OF REALTORS$18,0005Oct 13, 2021Aug 22, 2024
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS$17,5005Jul 21, 2022Aug 14, 2024
LPL FINANCIAL$17,0009Jun 28, 2021Jun 23, 2025
NATIONAL AUTOMOBILE DEALERS ASSOCIATION$15,0003Aug 16, 2022Aug 20, 2024
MORTGAGE BANKERS ASSOCIATION$14,0004Mar 29, 2022Jun 27, 2024
COMMUNITY ONCOLOGY ALLIANCE$14,0007Sep 17, 2021Mar 31, 2022
NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION$13,5006Mar 30, 2022Jun 25, 2025
AMERICAN ISRAEL PUBLIC AFFAIRS COMMITTEE$12,9003Apr 14, 2022Jul 20, 2022
MANUFACTURED HOUSING INSTITUTE$12,5005Nov 7, 2023Jun 30, 2025
AMERICAS CREDIT UNIONS, FKA CREDIT UNION NATIONAL ASSOCIATION, INC. DBA AMERICAS CREDIT UNIONS$11,0007Jun 10, 2021Dec 21, 2023
THOMPSON COBURN LLP$10,0007Jun 3, 2022Jun 5, 2025
KOCH GOVERNMENT AFFAIRS, LLC$10,0003Jun 18, 2021Sep 14, 2022
AMERICAN CRYSTAL SUGAR COMPANY$10,0004May 24, 2022Apr 6, 2023
AMERICAN HOTEL & LODGING ASSOCIATION$9,5006Sep 30, 2021Jun 24, 2025
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION (NRECA)$8,5004Mar 17, 2022Oct 31, 2023
NATIONAL COTTON COUNCIL$8,0004Feb 23, 2021Mar 30, 2023
HOLLAND & KNIGHT LLP$8,0008Mar 28, 2022Jul 27, 2022
NATIONAL COUNCIL OF TEXTILE ORGANIZATIONS$7,5002Oct 28, 2022Nov 4, 2024
DOMINION ENERGY, INC.$7,0006Apr 26, 2022Sep 4, 2024
NATIONAL BEER WHOLESALERS ASSOCIATION$6,5003Aug 31, 2021Sep 19, 2022
LOCKHEED MARTIN CORPORATION$6,0005Apr 20, 2021Sep 13, 2024

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 ActnayPassed
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 pnayagainst partyPassed
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 InayPassed
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 ProtectioyeaPassed
Sep 15, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 9500 Tax Relief for Fraud Victims ActnayPassed
Sep 15, 2026On Motion to Suspend the Rules and PassH.R. 2140 Diesel Emissions Reduction ActnayPassed
Sep 15, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 4646 Whistleblower Protection ActyeaPassed
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 ActnayPassed
Sep 15, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 2978 GUARD ActnayPassed
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.nayagainst partyPassed
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.yeaPassed
Sep 15, 2026On Motion to TableH.Res. 1486 Impeaching Donald John Trump, President of the United States, for high crimes and misdemeanorsyeaPassed
Sep 14, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 3276 Local Communities & Bird Habitat Stewardship ActnayPassed
Sep 14, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 4219 National Wildlife Refuge System Invasive Species Strike Team ActnayPassed
Sep 3, 2026On PassageH.R. 4795 Protect Economic and Academic Freedom ActyeaPassed
Sep 2, 2026On PassageH.R. 1501 Protecting Domestic Mining ActyeaPassed
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 jyeaFailed
Sep 1, 2026On Agreeing to the ResolutionH.Res. 1498 In the matter of allegations relating to Representative Chuck EdwardsnayPassed
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 rigyeaPassed
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 rignayFailed
Sep 1, 2026On Agreeing to the ResolutionH.Res. 1490 Providing for the condemnation and denouncement of socialism in all its forms, and for other purposesyeaPassed
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)nayagainst partyPassed
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)yeaPassed
Sep 1, 2026On Motion to Suspend the Rules and Concur in the Senate AmendmentsH.R. 6500 AGOA Extension ActnayPassed
Aug 31, 2026On Motion to Suspend the Rules and PassS. 32 Local Access to Courts ActnayPassed
Aug 31, 2026On Motion to Suspend the Rules and PassS. 307 Prison Staff Safety Enhancement ActyeaPassed
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 yeaFailed
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 yeaFailed
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 ActyeaPassed
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 ActnayPassed
Jun 29, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 7757 KIDS ActnayPassed
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 ActyeaPassed
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 ActnayPassed
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 Actnot votingPassed
Jun 10, 2026On Motion to RecommitH.R. 8464 Stopping Fraudulent Payments Actnot votingFailed
Jun 10, 2026On PassageH.R. 8312 Fraud Prevention and Accountability Actnot votingPassed
Jun 10, 2026On PassageH.R. 7892 No Aid for Ghost Students Actnot votingPassed
Jun 9, 2026On PassageH.R. 5408 Faster Labor Contracts Actnot votingPassed
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 Actnot votingPassed
Jun 9, 2026On PassageS. 2 Secure America Actnot votingPassed
Jun 9, 2026On Motion to CommitS. 2 Secure America Actnot votingFailed
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 Actnot votingPassed
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. 1355not votingPassed
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. 1355not votingPassed
Jun 8, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 8428 Federal Fraud Prevention Workforce Training Actnot votingPassed
Jun 8, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 8466 TRUE Accountability Actnot votingPassed
Jun 4, 2026On PassageH.R. 2913 Ukraine Support Actnot votingPassed
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 purposesnot votingPassed
Jun 4, 2026On PassageH.R. 8646 Agriculture, Rural Development, Food and Drug Administration, and Related Agency Appropriations Act, 2027not votingPassed
Jun 4, 2026On Motion to RecommitH.R. 8646 Agriculture, Rural Development, Food and Drug Administration, and Related Agency Appropriations Act, 2027not votingFailed
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 Rulesnot votingPassed
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 Rulesnot votingPassed
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 Lebanonnot votingFailed
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 purposesnot votingPassed
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 Inot votingPassed
Jun 3, 2026On PassageH.R. 7726 No Funds for Repeat Child Care Violations Actnot votingPassed
Jun 3, 2026On Motion to RecommitH.R. 7726 No Funds for Repeat Child Care Violations Actnot votingFailed
Jun 3, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 2860 Northwest Straits Marine Conservation Initiative Reauthorization Actnot votingPassed
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 Appropnot votingPassed
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 Appropnot votingPassed
Jun 3, 2026On Motion to Suspend the Rules and PassS. 254 ARTIST Actnot votingPassed
Jun 3, 2026On Motion to Suspend the Rules and Pass, as AmendedH.R. 7618 American Battlefield Protection Program Amendments Actnot votingPassed
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: 23 sponsored, 1 became law · 118th Congress: 24 sponsored, 0 became law · 117th Congress: 31 sponsored, 0 became law

Congress
19
Health
10
Economics and Public Finance
9
Taxation
6
International Affairs
6
Immigration
6
Government Operations and Politics
4
Science, Technology, Communications
3
Their bills
BillLatest action
H.R. 3377Private Law 119-1 To authorize the President to award the Medal of Honor to James Capers, Jr., for acts of valor as a member of the MarineMar 26, 2026 Became Private Law No: 119-1.
H.R. 10690 Capital Loss Inflation Fairness ActOct 1, 2026 Referred to the House Committee on Ways and Means.
H.R. 9361 Worst of the Worst ActJun 18, 2026 Referred to the House Committee on the Judiciary.
H.R. 9103 Merit Restoration ActJun 2, 2026 Referred to the House Committee on Science, Space, and Technology.
H.R. 8118 Election Infrastructure Integrity ActMar 26, 2026 Referred to the House Committee on House Administration.
H.R. 8018 ISLET ActMar 19, 2026 Referred to the House Committee on Energy and Commerce.
H.R. 7628 To repeal the provision of law that provides automatic pay adjustments for Members of Congress.Feb 20, 2026 Referred to the Committee on House Administration, and in addition to the Committee on Oversight and Governmen
H.R. 7041 Earmark Elimination Act of 2026Jan 13, 2026 Referred to the House Committee on Rules.
H.R. 6536 Rural Depositories Revitalization Study ActFeb 2, 2026 Placed on the Union Calendar, Calendar No. 404.
H.R. 6101 CBO Oversight ActNov 18, 2025 Referred to the House Committee on the Budget.
H.Res. 888 Censuring and condemning Delegate Stacey Plaskett and removing her from the House Permanent Select Committee on IntelligNov 18, 2025 Motion to reconsider laid on the table Agreed to without objection.
H.J.Res. 128 Proposing an amendment to the Constitution of the United States to prohibit Members of Congress from receiving compensatSep 30, 2025 Referred to the House Committee on the Judiciary.
H.R. 5219 Camden National Battlefield Park Study ActSep 9, 2025 Referred to the House Committee on Natural Resources.
H.R. 4521 Save our Allies Congressional Gold Medal ActJul 17, 2025 Referred to the Committee on Financial Services, and in addition to the Committee on House Administration, for
H.Res. 589 Providing for the public release of certain documents, records, and communications related to the investigation of JeffrJul 21, 2025 Rules Committee Resolution H. Res. 598 Reported to House. Rule provides for consideration of H. Res. 589. The
H.Res. 595 Honoring the brave men and women who participated in the Afghanistan evacuation in 2021 following the United States withJul 17, 2025 Referred to the House Committee on Armed Services.
H.R. 4463 To amend the Catawba Indian Tribe of South Carolina Land Claims Settlement Act of 1993.Jun 3, 2026 Received in the Senate and Read twice and referred to the Committee on Indian Affairs.
H.R. 3987 No Community Development Block Grants for Sanctuary Cities ActJun 12, 2025 Referred to the House Committee on Financial Services.
H.J.Res. 74 Disapproving the rule submitted by the Bureau of Consumer Financial Protection relating to "Prohibition on Creditors andMar 6, 2025 Referred to the House Committee on Financial Services.
H.R. 1387 COST ActFeb 14, 2025 Referred to the House Committee on Oversight and Government Reform.
H.R. 1388 Fair-Value Accounting and Budget ActFeb 14, 2025 Referred to the Committee on the Budget, and in addition to the Committee on Rules, for a period to be subsequ
H.R. 627 Ensuring Accurate and Complete Abortion Data Reporting Act of 2025Jan 22, 2025 Referred to the House Committee on Energy and Commerce.
H.J.Res. 12 Proposing an amendment to the Constitution of the United States to limit the number of terms that a Member of Congress mJan 6, 2025 Referred to the House Committee on the Judiciary.
H.R. 10371 No Community Development Block Grants for Sanctuary Cities ActDec 11, 2024 Referred to the House Committee on Financial Services.
H.R. 10106 Ensuring Quality Care for Our Veterans ActNov 8, 2024 Referred to the House Committee on Veterans' Affairs.
CongressSponsoredBecame lawCosponsored
119th231202
118th240484
117th310644

3 former staff now lobbying

MARK PILAND
THE ARTEMIS GROUP, LLC (OKLAHOMA)
23 clients
JOSEPH MOTT
AFLAC INCORPORATED
1 client
RILEY CAGLE
CONSUMER BRANDS ASSOCIATION (PKA: GROCERY MANUFACTURERS ASSOCIATION)
1 client
See the data
LobbyistFormer position, as they list itFirmsClientsYears
MARK PILANDRep. Ralph Norman; Chief of Staff/Leg. Director/Senior Leg. Asst./Leg. Correspondent - Rep. Jim Bridenstine; Intern - Rep. Raul LabradorTHE ARTEMIS GROUP, LLC (OKLAHOMA)232025–2026
JOSEPH MOTTRep. R.Norman (Jan2025-Jan2026) COS, (June2023-Jan2025) DCOS, (Dec2022-June2023) Otrch Dir, (Jan2022-Dec2022) Dist Otrch Dir, and (Feb2021-Jan2022) Dist Otrch Coord; Sen. D.Perdue (Feb2020-May2020) Intrn; Sen. T.Scott (May2019-Aug.2019) Intrn.AFLAC INCORPORATED12026
RILEY CAGLEIntern, Rep. Ralph Norman; Intern, Rep. Dan Bishop; Intern, Rep. Don BaconCONSUMER BRANDS ASSOCIATION (PKA: GROCERY MANUFACTURERS ASSOCIATION)12025

From their payroll to lobbying

People Norman'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 Norman themselves.

JOSEPH MOTT ✓
Chief of Staff · Deputy Chief of Staff - Outrea · Director of District Outreach · District Outreach Coordinator, last paid Q1 2026 · AFLAC INCORPORATED
1 client
See the data
LobbyistOn the payroll asLast paidLobbying forClientsYearsConfirmed
JOSEPH MOTTChief of Staff · Deputy Chief of Staff - Outrea · Director of District Outreach · District Outreach CoordinatorQ1 2026AFLAC INCORPORATED12026yes

Subcommittees

Holdings and trades

$20.6M – $92.0Mnet worth, 2025 report
583trades on their reports
—trades reported after 45 days
—typical time to report a trade
0reports filed on paper
5filing 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.

$10K$100K$1M$10M$100M$1B20212022202320242025

Largest holdings, 2025 report

PNC Bank, National Association
Retirement Plans · Self
$5.0M+
Isle of Palms Beach House
Real Estate · Self
$1.0M+
020-23-01-001
Real Estate · Self
$1.0M+
667-01-01-092
Real Estate · Self
$1.0M+
667-01-01-093
Real Estate · Self
$1.0M+
667-01-01-107
Real Estate · Self
$1.0M+
667-01-01-116
Real Estate · Self
$1.0M+
663-00-00-004
Real Estate · Self
$1.0M+
633-08-01-021
Real Estate · Self
$1.0M+
Tryon Building Investment
Real Estate · Self
$1.0M+
Collenge Investment
Real Estate · Self
$500K+
South State Bank
Bank Deposit · Self
$500K+
Their 25 largest holdings, as a table
AssetKindOwnerValueIncome
PNC Bank, National AssociationRetirement PlansSelf$5.0M – $25.0MTax-Deferred: —
Isle of Palms Beach HouseReal EstateSelf$1.0M – $5.0MNone: —
020-23-01-001Real EstateSelf$1.0M – $5.0MRent: $100K – $1.0M
667-01-01-092Real EstateSelf$1.0M – $5.0MRent: $50K – $100K
667-01-01-093Real EstateSelf$1.0M – $5.0MRent: $100K – $1.0M
667-01-01-107Real EstateSelf$1.0M – $5.0MRent: $50K – $100K
667-01-01-116Real EstateSelf$1.0M – $5.0MRent: $100K – $1.0M
663-00-00-004Real EstateSelf$1.0M – $5.0MRent: $50K – $100K
633-08-01-021Real EstateSelf$1.0M – $5.0MRent: $100K – $1.0M
Tryon Building InvestmentReal EstateSelf$1.0M – $5.0MCapital Gains: $100K – $1.0M
Collenge InvestmentReal EstateSelf$500K – $1.0MNone: —
South State BankBank DepositSelf$500K – $1.0MInterest: $15K – $50K
South State CorporationCorporate SecuritiesSelf$500K – $1.0MDividends: $15K – $50K
655-00-00-020Real EstateSelf$500K – $1.0MRent: $50K – $100K
Hwy 160/Take 5Real EstateSelf$500K – $1.0MRent: $100K – $1.0M
3382-86-9466-0000Real EstateSelf$500K – $1.0MNone: —
622-00-00-012Real EstateSelf$500K – $1.0MNone: —
667-01-01-010Real EstateSelf$500K – $1.0MRent: $15K – $50K
667-01-01-019Real EstateSelf$500K – $1.0MRent: $50K – $100K
667-01-01-023Real EstateSelf$500K – $1.0MRent: $15K – $50K
667-01-01-134Real EstateSelf$500K – $1.0MRent: $50K – $100K
633-08-01-020Real EstateSelf$500K – $1.0MNone: —
Celanese NorthReal EstateSelf$250K – $500KNone: —
635-00-00-041Real EstateSelf$250K – $500KNone: —
R-05805-003-040Real EstateSelf$250K – $500KNone: —

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
20212022202320242025

What they trade most

Franklin DynaTech Fund Class Advisor (FDYZX)
2021–2025 · $14K – $210K
14 trades
Fidelity Advisor Consumer Discretionary Fund: Class I (FCNIX)
2024–2025 · $14K – $210K
14 trades
Putnam Core Equity Fund Class Y (PMYYX)
2021–2025 · $55K – $300K
13 trades
SPDR Dow Jones Industrial Average ETF (DIA)
2021–2025 · $27K – $230K
13 trades
T. Rowe Price Financial Services Fund, Inc. (PRISX)
2021–2025 · $13K – $195K
13 trades
Consumer Staples Select Sector SPDR Fund [XLP]
2022–2022 · $68K – $320K
12 trades
Fidelity Advisor® Energy Fund Class I [FANIX]
2022–2022 · $53K – $270K
11 trades
Manning & Napier Real Estate Series Class I [MNRIX]
2022–2022 · $39K – $235K
11 trades
DWS Short Duration Fund - Class Inst [PPILX]
2022–2022 · $115K – $375K
10 trades
Putnam Large Cap Value Fund Class Y (PEIYX)
2021–2024 · $24K – $185K
10 trades
Their latest 300 of 583 trades
DateAssetTradeOwnerAmountDays to report
2025-12-31Eaton Vance Emerging and Frontier Countries Equity Fund I
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2025-11-13Eaton Vance Emerging and Frontier Countries Equity Fund I
via LPL Financial SEP IRA
PurchaseSelf$1,001 – $15Kannual
2025-11-13Eaton Vance Emerging and Frontier Countries Equity Fund I
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2025-11-13Payden Emerging Markets Bond Fund
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2025-11-13Macquarie Large Cap Growth Fund Institutional
via LPL Financial SEP IRA
Sale (Full)Self$1,001 – $15Kannual
2025-11-13Macquarie Large Cap Growth Fund Institutional
via LPL Brokerage Account
Sale (Full)Joint$1,001 – $15Kannual
2025-11-13Eaton Vance Floating Rate & High Income Fund Insti Cl
via LPL Brokerage Account
Sale (Full)Joint$1,001 – $15Kannual
2025-08-06Tryon Building Investment
via Tryon Building Investment LLC
Sale (Full)Self$250K – $500Kannual
2025-07-03Eaton Vance Emerging and Frontier Countries Equity Fund I
via LPL Brokerage Account
PurchaseJoint$15K – $50Kannual
2025-07-03Northern Funds International Equity Index Portfolio
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2025-06-03Nasdaq-100 Index Fund Investor Class
via LPL Financial SEP IRA
PurchaseSelf$1,001 – $15Kannual
2025-06-03Macquarie Large Cap Growth Fund Institutional
via LPL Financial SEP IRA
PurchaseSelf$1,001 – $15Kannual
2025-06-03Putnam Core Equity Fund Class Y
via LPL Financial SEP IRA
PurchaseSelf$1,001 – $15Kannual
2025-06-03Macquarie Large Cap Growth Fund Institutional
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2025-06-03Payden Core Bond Fund
via LPL Brokerage Account
PurchaseJoint$15K – $50Kannual
2025-06-03Fidelity Advisor Technology Fund: Class I
via LPL Brokerage Account
Sale (Full)Joint$1,001 – $15Kannual
2025-06-03iShares U.S. Telecommunications ETF
via LPL Brokerage Account
Sale (Full)Joint$1,001 – $15Kannual
2025-06-03iShares S&P Mid-Cap 400 Value ETF
via LPL Brokerage Account
Sale (Full)Joint$1,001 – $15Kannual
2025-06-03Victory RS Partners Fund - Class Y
via LPL Brokerage Account
Sale (Full)Joint$1,001 – $15Kannual
2025-06-03Fidelity Advisor Consumer Discretionary Fund: Class I
via LPL Brokerage Account
Sale (Full)Joint$1,001 – $15Kannual
2025-06-03T. Rowe Price Financial Services Fund, Inc.
via LPL Brokerage Account
Sale (Partial)Joint$1,001 – $15Kannual
2025-06-03Franklin DynaTech Fund Class Advisor
via LPL Brokerage Account
Sale (Full)Joint$1,001 – $15Kannual
2025-06-02American Funds Inflation Linked Bond Fund - Class F-2
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2025-06-02State Street SPDR Bloomberg 1-3 Month T-Bill ETF
via LPL Financial SEP IRA
Sale (Full)Self$15K – $50Kannual
2025-06-02iShares TIPS Bond ETF
via LPL Brokerage Account
Sale (Full)Joint$1,001 – $15Kannual
2025-05-20American Funds 2020 Target Date - Class R2E
via Warren Norman Company 401K Plan
Sale (Full)Self$100K – $250Kannual
2025-04-01iShares TIPS Bond ETF
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2025-04-01Putnam Convertible Securities Fund Class Y
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2025-04-01BrandywineGLOBAL High Yield Fund Class I
via LPL Brokerage Account
Sale (Full)Joint$1,001 – $15Kannual
2025-04-01Payden Emerging Markets Bond Fund
via LPL Brokerage Account
Sale (Partial)Joint$1,001 – $15Kannual
2025-03-10Nasdaq-100 Index Fund Investor Class
via LPL Financial SEP IRA
Sale (Partial)Self$1,001 – $15Kannual
2025-03-10Franklin DynaTech Fund Class Advisor
via LPL Financial SEP IRA
Sale (Full)Self$1,001 – $15Kannual
2025-03-10Victory RS Partners Fund - Class Y
via LPL Financial SEP IRA
Sale (Full)Self$1,001 – $15Kannual
2025-03-10T. Rowe Price Financial Services Fund, Inc.
via LPL Financial SEP IRA
Sale (Partial)Self$1,001 – $15Kannual
2025-03-10iShares U.S. Telecommunications ETF
via LPL Financial SEP IRA
Sale (Full)Self$1,001 – $15Kannual
2025-03-10Putnam Core Equity Fund Class Y
via LPL Financial SEP IRA
Sale (Partial)Self$1,001 – $15Kannual
2025-03-10iShares S&P Mid-Cap 400 Value ETF
via LPL Financial SEP IRA
Sale (Full)Self$1,001 – $15Kannual
2025-03-10Payden Core Bond Fund
via LPL Financial SEP IRA
PurchaseSelf$15K – $50Kannual
2025-03-10State Street SPDR Bloomberg 1-3 Month T-Bill ETF
via LPL Financial SEP IRA
PurchaseSelf$15K – $50Kannual
2025-03-10Fidelity Advisor Technology Fund: Class I
via LPL Financial SEP IRA
Sale (Full)Self$1,001 – $15Kannual
2025-03-10Fidelity Advisor Consumer Discretionary Fund: Class I
via LPL Financial SEP IRA
Sale (Full)Self$1,001 – $15Kannual
2025-01-16State Street SPDR Dow Jones Industrial Average ETF Trust
via LPL Financial SEP IRA
Sale (Full)Self$1,001 – $15Kannual
2025-01-16SPDR Gold Shares
via LPL Financial SEP IRA
Sale (Partial)Self$1,001 – $15Kannual
2025-01-16T. Rowe Price Financial Services Fund, Inc.
via LPL Financial SEP IRA
Sale (Partial)Self$1,001 – $15Kannual
2025-01-16Fidelity Advisor Equity Growth Fund: Class I
via LPL Financial SEP IRA
Sale (Full)Self$1,001 – $15Kannual
2025-01-16Putnam Core Equity Fund Class Y
via LPL Financial SEP IRA
Sale (Partial)Self$1,001 – $15Kannual
2025-01-16Nasdaq-100 Index Fund Investor Class
via LPL Financial SEP IRA
PurchaseSelf$1,001 – $15Kannual
2025-01-16Franklin DynaTech Fund Class Advisor
via LPL Financial SEP IRA
PurchaseSelf$1,001 – $15Kannual
2025-01-16Victory RS Partners Fund - Class Y
via LPL Financial SEP IRA
PurchaseSelf$1,001 – $15Kannual
2025-01-16iShares U.S. Telecommunications ETF
via LPL Financial SEP IRA
PurchaseSelf$1,001 – $15Kannual
2025-01-16iShares S&P Mid-Cap 400 Value ETF
via LPL Financial SEP IRA
PurchaseSelf$1,001 – $15Kannual
2025-01-16Fidelity Advisor Technology Fund: Class I
via LPL Financial SEP IRA
PurchaseSelf$1,001 – $15Kannual
2025-01-16Fidelity Advisor Consumer Discretionary Fund: Class I
via LPL Financial SEP IRA
PurchaseSelf$1,001 – $15Kannual
2025-01-16Fidelity Advisor Technology Fund: Class I
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2025-01-16BrandywineGLOBAL High Yield Fund Class I
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2025-01-16iShares U.S. Telecommunications ETF
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2025-01-16iShares S&P Mid-Cap 400 Value ETF
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2025-01-16Payden Emerging Markets Bond Fund
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2025-01-16Eaton Vance Floating Rate & High Income Fund Insti Cl
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2025-01-16Fidelity Utilities Fund
via LPL Brokerage Account
Sale (Full)Joint$1,001 – $15Kannual
2025-01-16Nuveen Preferred Securities Fund - Cl R
via LPL Brokerage Account
Sale (Full)Joint$1,001 – $15Kannual
2025-01-16Fidelity Advisor Equity Growth Fund: Class I
via LPL Brokerage Account
Sale (Full)Joint$1,001 – $15Kannual
2025-01-16Fidelity Advisor Corporate Bond Fund: Class I
via LPL Brokerage Account
Sale (Full)Joint$1,001 – $15Kannual
2025-01-16Victory RS Partners Fund - Class Y
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2025-01-16Fidelity Advisor Consumer Discretionary Fund: Class I
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2025-01-16Nasdaq-100 Index Fund Investor Class
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2025-01-16Franklin DynaTech Fund Class Advisor
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2025-01-16Wasatch-Hoisington U.S. Treasury Fund
via LPL Brokerage Account
Sale (Full)Joint$1,001 – $15Kannual
2025-01-16T. Rowe Price Financial Services Fund, Inc.
via LPL Brokerage Account
Sale (Partial)Joint$1,001 – $15Kannual
2025-01-16State Street SPDR Dow Jones Industrial Average ETF Trust
via LPL Brokerage Account
Sale (Full)Joint$1,001 – $15Kannual
2024-12-26DWS RREEF Real Estate Securities Fund - Class Institutional
via LPL Financial SEP IRA
Sale (Full)Self$1,001 – $15Kannual
2024-12-26Putnam Large Cap Value Fund Class Y
via LPL Financial SEP IRA
Sale (Partial)Self$1,001 – $15Kannual
2024-12-26Putnam Large Cap Value Fund Class Y
via LPL Brokerage Account
Sale (Partial)Joint$1,001 – $15Kannual
2024-12-26Franklin Utilities Fund Advisor Class
via LPL Brokerage Account
Sale (Partial)Joint$1,001 – $15Kannual
2024-12-26AB Global Real Estate Investment Fund, Inc. - Class R
via LPL Brokerage Account
Sale (Full)Joint$1,001 – $15Kannual
2024-12-17American Century Growth Investor Class
via American Century IRA
PurchaseSelf$1,001 – $15Kannual
2024-12-17American Century Growth Investor Class
via American Century IRA
PurchaseSpouse$1,001 – $15Kannual
2024-12-17American Century Ultra Investor Class
via American Century IRA
PurchaseSpouse$1,001 – $15Kannual
2024-12-17American Century Select Investor Class
via American Century IRA
PurchaseSpouse$1,001 – $15Kannual
2024-12-06MFS Technology Fund Class I
via LPL Financial SEP IRA
Sale (Full)Self$1,001 – $15Kannual
2024-12-06MFS Technology Fund Class I
via LPL Brokerage Account
Sale (Partial)Joint$1,001 – $15Kannual
2024-12-06Fidelity Advisor Consumer Discretionary Fund: Class I
via LPL Financial SEP IRA
PurchaseSelf$1,001 – $15Kannual
2024-12-06Fidelity Advisor Consumer Discretionary Fund: Class I
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2024-11-01DWS RREEF Real Estate Securities Fund - Class Institutional
via LPL Brokerage Account
Sale (Full)Joint$1,001 – $15Kannual
2024-11-01DWS RREEF Real Estate Securities Fund - Class Institutional
via LPL Financial SEP IRA
Sale (Full)Self$1,001 – $15Kannual
2024-11-01MFS Technology Fund Class I
via LPL Financial SEP IRA
PurchaseSelf$1,001 – $15Kannual
2024-11-01MFS Technology Fund Class I
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2024-10-03Invesco Discovery Mid Cap Growth Fund Class Y
via LPL Financial SEP IRA
Sale (Full)Self$1,001 – $15Kannual
2024-10-03Columbia Contrarian Core Fund Class I
via LPL Financial SEP IRA
Sale (Full)Self$1,001 – $15Kannual
2024-10-03Fidelity Advisor Utilities Fund: Class I
via LPL Financial SEP IRA
Sale (Full)Self$1,001 – $15Kannual
2024-10-03Franklin DynaTech Fund Class Advisor
via LPL Financial SEP IRA
Sale (Full)Self$1,001 – $15Kannual
2024-10-03Victory Pioneer International Equity Fund Class Y
via LPL Financial SEP IRA
Sale (Full)Self$1,001 – $15Kannual
2024-10-03MFS Technology Fund Class I
via LPL Financial SEP IRA
Sale (Partial)Self$1,001 – $15Kannual
2024-10-03Putnam Global Technology Fund Y Shs
via LPL Financial SEP IRA
Sale (Full)Self$1,001 – $15Kannual
2024-10-03Putnam Global Technology Fund Y Shs
via LPL Brokerage Account
Sale (Partial)Joint$1,001 – $15Kannual
2024-10-03Victory Pioneer International Equity Fund Class Y
via LPL Brokerage Account
Sale (Partial)Joint$1,001 – $15Kannual
2024-10-03PIMCO Preferred and Capital Securities Fund Class I-2
via LPL Brokerage Account
Sale (Full)Joint$1,001 – $15Kannual
2024-10-03Manning & Napier Fd, High Yield Bond Series Class I
via LPL Brokerage Account
Sale (Full)Joint$1,001 – $15Kannual
2024-10-03MFS Technology Fund Class I
via LPL Brokerage Account
Sale (Partial)Joint$1,001 – $15Kannual
2024-10-03Franklin DynaTech Fund Class Advisor
via LPL Brokerage Account
Sale (Partial)Joint$1,001 – $15Kannual
2024-10-03Fidelity Advisor Utilities Fund: Class I
via LPL Brokerage Account
Sale (Full)Joint$1,001 – $15Kannual
2024-10-03Macquarie National High-Yield Municipal Bond Fund Institutional
via LPL Brokerage Account
Sale (Full)Joint$1,001 – $15Kannual
2024-10-03Columbia Contrarian Core Fund Class I
via LPL Brokerage Account
Sale (Partial)Joint$1,001 – $15Kannual
2024-10-03Invesco Discovery Mid Cap Growth Fund Class Y
via LPL Brokerage Account
Sale (Full)Joint$1,001 – $15Kannual
2024-10-03Fidelity Advisor Equity Growth Fund: Class I
via LPL Financial SEP IRA
PurchaseSelf$1,001 – $15Kannual
2024-10-03Putnam Core Equity Fund Class Y
via LPL Financial SEP IRA
PurchaseSelf$1,001 – $15Kannual
2024-10-03Putnam Large Cap Value Fund Class Y
via LPL Financial SEP IRA
PurchaseSelf$1,001 – $15Kannual
2024-10-03Wasatch-Hoisington U.S. Treasury Fund
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2024-10-03SPDR Dow Jones Industrial Average ETF
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2024-10-03SPDR Dow Jones Industrial Average ETF
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2024-10-03Putnam Large Cap Value Fund Class Y
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2024-10-03Putnam Core Equity Fund Class Y
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2024-10-03Nuveen Preferred Securities Fund - Cl R
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2024-10-03Franklin Utilities Fund Advisor Class
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2024-10-03Fidelity Advisor Corporate Bond Fund: Class I
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2024-10-03Fidelity Utilities Fund
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2024-10-03Fidelity Advisor Equity Growth Fund: Class I
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2024-10-03DWS RREEF Real Estate Securities Fund - Class Institutional
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2024-09-05Fidelity Advisor Consumer Discretionary Fund: Class I
via LPL Financial SEP IRA
Sale (Partial)Self$1,001 – $15Kannual
2024-09-05Fidelity Advisor Consumer Discretionary Fund: Class I
via LPL Brokerage Account
Sale (Partial)Joint$1,001 – $15Kannual
2024-09-05DWS RREEF Real Estate Securities Fund - Class Institutional
via LPL Financial SEP IRA
PurchaseSelf$1,001 – $15Kannual
2024-09-05DWS RREEF Real Estate Securities Fund - Class Institutional
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2024-07-09BNY Mellon Equity Income Fund Class I
via LPL Financial SEP IRA
Sale (Full)Self$1,001 – $15Kannual
2024-07-09Columbia Contrarian Core Fund Class I
via LPL Financial SEP IRA
Sale (Partial)Self$1,001 – $15Kannual
2024-07-09DWS Short Duration Fund - Class Institutional
via LPL Financial SEP IRA
Sale (Full)Self$1,001 – $15Kannual
2024-07-09Fidelity Advisor Industrials Fund: Class I
via LPL Financial SEP IRA
Sale (Full)Self$1,001 – $15Kannual
2024-07-09JPMorgan Equity Premium Income Fund Class I
via LPL Financial SEP IRA
Sale (Full)Self$1,001 – $15Kannual
2024-07-09Franklin DynaTech Fund Class Advisor
via LPL Financial SEP IRA
Sale (Partial)Self$1,001 – $15Kannual
2024-07-09Putnam Global Technology Fund Y Shs
via LPL Financial SEP IRA
Sale (Partial)Self$1,001 – $15Kannual
2024-07-09SPDR Dow Jones Industrial Average ETF
via LPL Financial SEP IRA
Sale (Partial)Self$1,001 – $15Kannual
2024-07-09SPDR Dow Jones Industrial Average ETF
via LPL Brokerage Account
Sale (Partial)Joint$1,001 – $15Kannual
2024-07-09Putnam Convertible Securities Fund Class Y
via LPL Brokerage Account
Sale (Partial)Joint$1,001 – $15Kannual
2024-07-09Putnam Global Technology Fund Y Shs
via LPL Brokerage Account
Sale (Partial)Joint$1,001 – $15Kannual
2024-07-09Franklin DynaTech Fund Class Advisor
via LPL Brokerage Account
Sale (Partial)Joint$1,001 – $15Kannual
2024-07-09BrandywineGLOBAL High Yield Fund Class I
via LPL Brokerage Account
Sale (Partial)Joint$1,001 – $15Kannual
2024-07-09JPMorgan Equity Premium Income Fund Class I
via LPL Brokerage Account
Sale (Full)Joint$1,001 – $15Kannual
2024-07-09Fidelity Advisor Industrials Fund: Class I
via LPL Brokerage Account
Sale (Partial)Joint$1,001 – $15Kannual
2024-07-09Fidelity Advisor Corporate Bond Fund: Class I
via LPL Brokerage Account
Sale (Partial)Joint$1,001 – $15Kannual
2024-07-09DWS Short Duration Fund - Class Institutional
via LPL Brokerage Account
Sale (Full)Joint$1,001 – $15Kannual
2024-07-09Columbia Contrarian Core Fund Class I
via LPL Brokerage Account
Sale (Partial)Joint$1,001 – $15Kannual
2024-07-09BNY Mellon Equity Income Fund Class I
via LPL Brokerage Account
Sale (Partial)Joint$1,001 – $15Kannual
2024-07-09Invesco Discovery Mid Cap Growth Fund Class Y
via LPL Financial SEP IRA
PurchaseSelf$1,001 – $15Kannual
2024-07-09Fidelity Advisor Consumer Discretionary Fund: Class I
via LPL Financial SEP IRA
PurchaseSelf$1,001 – $15Kannual
2024-07-09Fidelity Advisor Utilities Fund: Class I
via LPL Financial SEP IRA
PurchaseSelf$1,001 – $15Kannual
2024-07-09Victory Pioneer International Equity Fund Class Y
via LPL Financial SEP IRA
PurchaseSelf$1,001 – $15Kannual
2024-07-09MFS Technology Fund Class I
via LPL Financial SEP IRA
PurchaseSelf$1,001 – $15Kannual
2024-07-09T. Rowe Price Financial Services Fund, Inc.
via LPL Financial SEP IRA
PurchaseSelf$1,001 – $15Kannual
2024-07-09T. Rowe Price Financial Services Fund, Inc.
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2024-07-09MFS Technology Fund Class I
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2024-07-09Victory Pioneer International Equity Fund Class Y
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2024-07-09PIMCO Preferred and Capital Securities Fund Class I-2
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2024-07-09Manning & Napier Fd, High Yield Bond Series Class I
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2024-07-09Fidelity Advisor Utilities Fund: Class I
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2024-07-09FT Vest Laddered Buffer ETF
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2024-07-09Fidelity Advisor Consumer Discretionary Fund: Class I
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2024-07-09Macquarie National High-Yield Municipal Bond Fund Institutional
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2024-07-09Invesco Discovery Mid Cap Growth Fund Class Y
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2024-06-20Fairburn, GA Hotel
via Norman Development
Sale (Full)Self$250K – $500Kannual
2024-06-03Fidelity Advisor Consumer Discretionary Fund: Class I
via LPL Financial SEP IRA
Sale (Partial)Self$1,001 – $15Kannual
2024-06-03Fidelity Advisor Consumer Discretionary Fund: Class I
via LPL Brokerage Account
Sale (Partial)Joint$1,001 – $15Kannual
2024-06-03Fidelity Advisor Utilities Fund: Class I
via LPL Financial SEP IRA
PurchaseSelf$1,001 – $15Kannual
2024-06-03Fidelity Advisor Utilities Fund: Class I
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2024-01-05DWS GNMA Fund - Class Institutional
via LPL Financial SEP IRA
Sale (Full)Self$1,001 – $15Kannual
2024-01-05Fidelity Advisor Technology Fund: Class I
via LPL Financial SEP IRA
Sale (Full)Self$1,001 – $15Kannual
2024-01-05Putnam Global Technology Fund Y Shs
via LPL Financial SEP IRA
Sale (Partial)Self$1,001 – $15Kannual
2024-01-05SPDR Select Sector Fund - Consumer Discretionary
via LPL Financial SEP IRA
Sale (Partial)Self$1,001 – $15Kannual
2024-01-05SPDR Select Sector Fund - Consumer Discretionary
via LPL Brokerage Account
Sale (Partial)Joint$1,001 – $15Kannual
2024-01-05Putnam Global Technology Fund Y Shs
via LPL Brokerage Account
Sale (Partial)Joint$1,001 – $15Kannual
2024-01-05Payden Emerging Markets Bond Fund
via LPL Brokerage Account
Sale (Partial)Joint$1,001 – $15Kannual
2024-01-05Fidelity Advisor Technology Fund: Class I
via LPL Brokerage Account
Sale (Full)Joint$1,001 – $15Kannual
2024-01-05Federated Hermes Ultrashort Bond Fund IS Shares
via LPL Brokerage Account
Sale (Full)Joint$1,001 – $15Kannual
2024-01-05Eaton Vance Floating Rate & High Income Fund Insti Cl
via LPL Brokerage Account
Sale (Full)Joint$1,001 – $15Kannual
2024-01-05DWS GNMA Fund - Class Institutional
via LPL Brokerage Account
Sale (Full)Joint$1,001 – $15Kannual
2024-01-05DWS Short Duration Fund - Class Institutional
via LPL Financial SEP IRA
PurchaseSelf$1,001 – $15Kannual
2024-01-05Fidelity Advisor Consumer Discretionary Fund: Class I
via LPL Financial SEP IRA
PurchaseSelf$1,001 – $15Kannual
2024-01-05MFS Technology Fund Class I
via LPL Financial SEP IRA
PurchaseSelf$1,001 – $15Kannual
2024-01-05SPDR Dow Jones Industrial Average ETF
via LPL Financial SEP IRA
PurchaseSelf$1,001 – $15Kannual
2024-01-05SPDR Dow Jones Industrial Average ETF
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2024-01-05Putnam Convertible Securities Fund Class Y
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2024-01-05MFS Technology Fund Class I
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2024-01-05BrandywineGLOBAL High Yield Fund Class I
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2024-01-05JPMorgan Equity Premium Income Fund Class I
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2024-01-05Fidelity Advisor Corporate Bond Fund: Class I
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2024-01-05Fidelity Advisor Consumer Discretionary Fund: Class I
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2024-01-05DWS Short Duration Fund - Class Institutional
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2023-12-01SPDR Select Sector Fund - Consumer Discretionary
via LPL Financial SEP IRA
PurchaseSelf$1,001 – $15Kannual
2023-12-01SPDR Select Sector Fund - Consumer Discretionary
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2023-10-12iShares U.S. Basic Materials ETF
via LPL Financial SEP IRA
Sale (Full)Self$1,001 – $15Kannual
2023-10-12BNY Mellon Equity Income Fund Class I
via LPL Financial SEP IRA
PurchaseSelf$1,001 – $15Kannual
2023-10-12BNY Mellon Equity Income Fund Class I
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2023-10-12American Fds, The Tax-Exempt Bond Fund of America, Class F-2 Shs
via LPL Brokerage Account
Sale (Full)Joint$1,001 – $15Kannual
2023-07-01Columbia Floating Rate Fund Class I
via LPL Brokerage Account
Sale (Full)Joint$1,001 – $15Kannual
2023-06-09American Funds 2020 Target Date - Class R2E
via Warren Norman Company 401K Plan
ExchangeSelf$100K – $250Kannual
2023-04-05T. Rowe Price Financial Services Fund, Inc.
via LPL Financial SEP IRA
Sale (Full)Self$1,001 – $15Kannual
2023-04-05SPDR Gold Trust
via LPL Financial SEP IRA
PurchaseSelf$1,001 – $15Kannual
2023-04-05Putnam Large Cap Value Fund Class Y
via LPL Financial SEP IRA
Sale (Full)Self$1,001 – $15Kannual
2023-04-05Putnam Large Cap Value Fund Class Y
via LPL Financial SEP IRA
Sale (Full)Self$1,001 – $15Kannual
2023-04-05Putnam Global Technology Fund Y Shs
via LPL Financial SEP IRA
PurchaseSelf$1,001 – $15Kannual
2023-04-05Putnam Core Equity Fund Class Y
via LPL Financial SEP IRA
PurchaseSelf$1,001 – $15Kannual
2023-04-05Northern Funds International Equity Index Portfolio
via LPL Financial SEP IRA
Sale (Full)Self$1,001 – $15Kannual
2023-04-05JPMorgan Government Bond Fund I Class
via LPL Financial SEP IRA
PurchaseSelf$1,001 – $15Kannual
2023-04-05JPMorgan Equity Premium Income Fund Class I
via LPL Financial SEP IRA
PurchaseSelf$1,001 – $15Kannual
2023-04-05iShares U.S. Energy ETF
via LPL Financial SEP IRA
Sale (Full)Self$1,001 – $15Kannual
2023-04-05iShares U.S. Basic Materials ETF
via LPL Financial SEP IRA
PurchaseSelf$1,001 – $15Kannual
2023-04-05iShares S&P Mid-Cap 400 Value ETF
via LPL Financial SEP IRA
Sale (Full)Self$1,001 – $15Kannual
2023-04-05Franklin DynaTech Fund Class Advisor
via LPL Financial SEP IRA
PurchaseSelf$1,001 – $15Kannual
2023-04-05Fidelity Advisor Industrials Fund: Class I
via LPL Financial SEP IRA
Sale (Full)Self$1,001 – $15Kannual
2023-04-05Fidelity Advisor Emerging Markets Fund: Class I
via LPL Financial SEP IRA
PurchaseSelf$1,001 – $15Kannual
2023-04-05Delaware Ivy Mid Cap Growth Fund Class I
via LPL Financial SEP IRA
Sale (Full)Self$1,001 – $15Kannual
2023-04-05BNY Mellon Natural Resources Fund Class I
via LPL Financial SEP IRA
Sale (Full)Self$1,001 – $15Kannual
2023-04-05BNY Mellon Midcap Index Fund, Inc. Class I
via LPL Financial SEP IRA
Sale (Full)Self$1,001 – $15Kannual
2023-04-05T. Rowe Price Financial Services Fund, Inc.
via LPL Brokerage Account
Sale (Full)Joint$1,001 – $15Kannual
2023-04-05SPDR Select Sector Fund - Consumer Staples
via LPL Brokerage Account
Sale (Full)Joint$1,001 – $15Kannual
2023-04-05SPDR Gold Trust
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2023-04-05SPDR Dow Jones Industrial Average ETF
via LPL Brokerage Account
Sale (Full)Joint$1,001 – $15Kannual
2023-04-05Putnam Large Cap Value Fund Class Y
via LPL Brokerage Account
Sale (Full)Joint$1,001 – $15Kannual
2023-04-05Putnam Global Technology Fund Y Shs
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2023-04-05Putnam Core Equity Fund Class Y
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2023-04-05Northern Funds International Equity Index Portfolio
via LPL Brokerage Account
Sale (Full)Joint$1,001 – $15Kannual
2023-04-05JPMorgan Government Bond Fund I Class
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2023-04-05JPMorgan Equity Premium Income Fund Class I
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2023-04-05iShares U.S. Energy ETF
via LPL Brokerage Account
Sale (Full)Joint$1,001 – $15Kannual
2023-04-05iShares U.S. Basic Materials ETF
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2023-04-05iShares S&P Mid-Cap 400 Value ETF
via LPL Brokerage Account
Sale (Full)Joint$1,001 – $15Kannual
2023-04-05Franklin International Aggregate Bond ETF
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2023-04-05Franklin DynaTech Fund Class Advisor
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2023-04-05Fidelity Advisor Industrials Fund: Class I
via LPL Brokerage Account
Sale (Full)Joint$1,001 – $15Kannual
2023-04-05Fidelity Advisor Emerging Markets Fund: Class I
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2023-04-05Federated Hermes Ultrashort Bond Fund IS Shares
via LPL Brokerage Account
Sale (Full)Joint$1,001 – $15Kannual
2023-04-05Eaton Vance Floating Rate & High Income Fund Insti Cl
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2023-04-05Delaware Ivy Mid Cap Growth Fund Class I
via LPL Brokerage Account
Sale (Full)Joint$1,001 – $15Kannual
2023-04-05Columbia Emerging Markets Bond Fund Class I
via LPL Brokerage Account
Sale (Full)Joint$1,001 – $15Kannual
2023-04-05BNY Mellon Natural Resources Fund Class I
via LPL Brokerage Account
Sale (Full)Joint$1,001 – $15Kannual
2023-04-05BNY Mellon Midcap Index Fund, Inc. Class I
via LPL Brokerage Account
Sale (Full)Joint$1,001 – $15Kannual
2023-04-01BNY Mellon Natural Resources Fund Class I
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2023-03-01T. Rowe Price Financial Services Fund, Inc.
via LPL Financial SEP IRA
PurchaseSelf$1,001 – $15Kannual
2023-03-01SPDR Select Sector Fund - Consumer Staples
via LPL Financial SEP IRA
Sale (Full)Self$1,001 – $15Kannual
2023-03-01Delaware Healthcare Fund Class I
via LPL Financial SEP IRA
Sale (Full)Self$1,001 – $15Kannual
2023-03-01T. Rowe Price Financial Services Fund, Inc.
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2023-03-01Delaware Healthcare Fund Class I
via LPL Brokerage Account
Sale (Full)Joint$1,001 – $15Kannual
2023-01-04SPDR Select Sector Fund - Consumer Staples
via LPL Financial SEP IRA
PurchaseSelf$1,001 – $15Kannual
2023-01-04SPDR Gold Trust
via LPL Financial SEP IRA
Sale (Full)Self$1,001 – $15Kannual
2023-01-04Putnam Core Equity Fund Class Y
via LPL Financial SEP IRA
Sale (Full)Self$1,001 – $15Kannual
2023-01-04Northern Funds International Equity Index Portfolio
via LPL Financial SEP IRA
PurchaseSelf$1,001 – $15Kannual
2023-01-04JPMorgan Government Bond Fund I Class
via LPL Financial SEP IRA
Sale (Full)Self$15K – $50Kannual
2023-01-04JPMorgan Equity Premium Income Fund Class I
via LPL Financial SEP IRA
Sale (Full)Self$1,001 – $15Kannual
2023-01-04iShares U.S. Energy ETF
via LPL Financial SEP IRA
PurchaseSelf$1,001 – $15Kannual
2023-01-04Fidelity Advisor Industrials Fund: Class I
via LPL Financial SEP IRA
PurchaseSelf$1,001 – $15Kannual
2023-01-04Eaton Vance Short Duration Government Income Fund - Class I
via LPL Financial SEP IRA
Sale (Full)Self$1,001 – $15Kannual
2023-01-04DWS GNMA Fund - Class Institutional
via LPL Financial SEP IRA
PurchaseSelf$15K – $50Kannual
2023-01-04Delaware Ivy Mid Cap Growth Fund Class I
via LPL Financial SEP IRA
PurchaseSelf$1,001 – $15Kannual
2023-01-04Delaware Healthcare Fund Class I
via LPL Financial SEP IRA
PurchaseSelf$1,001 – $15Kannual
2023-01-04BNY Mellon Natural Resources Fund Class I
via LPL Financial SEP IRA
PurchaseSelf$1,001 – $15Kannual
2023-01-04SPDR Select Sector Fund - Consumer Staples
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2023-01-04SPDR Dow Jones Industrial Average ETF
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2023-01-04SPDR Bloomberg 1-3 Month T-Bill ETF
via LPL Brokerage Account
Sale (Full)Joint$15K – $50Kannual
2023-01-04Putnam Large Cap Value Fund Class Y
via LPL Brokerage Account
Sale (Full)Joint$1,001 – $15Kannual
2023-01-04Putnam Core Equity Fund Class Y
via LPL Brokerage Account
Sale (Full)Joint$15K – $50Kannual
2023-01-04Northern Funds International Equity Index Portfolio
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2023-01-04JPMorgan Equity Premium Income Fund Class I
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2023-01-04iShares U.S. Energy ETF
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2023-01-04iShares S&P Mid-Cap 400 Value ETF
via LPL Brokerage Account
Sale (Full)Joint$1,001 – $15Kannual
2023-01-04Fidelity Advisor Industrials Fund: Class I
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2023-01-04Federated Hermes Ultrashort Bond Fund IS Shares
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2023-01-04Eaton Vance Short Duration Government Income Fund - Class I
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2023-01-04DWS GNMA Fund - Class Institutional
via LPL Brokerage Account
PurchaseJoint$15K – $50Kannual
2023-01-04Delaware Ivy Mid Cap Growth Fund Class I
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2023-01-04Delaware Healthcare Fund Class I
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2023-01-04Columbia Emerging Markets Bond Fund Class I
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2023-01-04BNY Mellon Natural Resources Fund Class I
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2023-01-04BNY Mellon Midcap Index Fund, Inc. Class I
via LPL Brokerage Account
Sale (Full)Joint$1,001 – $15Kannual
2023-01-04American Fds, The Tax-Exempt Bond Fund of America, Class F-2 Shs
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2022-12-23BNY Mellon Midcap Index Fund, Inc. Class I
via LPL Brokerage Account
PurchaseJoint$1,001 – $15Kannual
2022-12-21American Century Select Fund Investor Class
via American Century IRA
PurchaseSpouse$1,001 – $15Kannual
2022-12-12Allspring Special Large Cap Value Fund
via Wells Fargo IRA - SP
PurchaseSpouse$1,001 – $15Kannual
2022-12-12Allspring Special Large Cap Value Fund
via Wells Fargo IRA
PurchaseSelf$1,001 – $15Kannual
2022-11-28JPMorgan Government Bond Fund Class I [HLGAX]
via LPL Brokerage Account
Sale (Full)Joint$50K – $100Kannual
2022-11-28iShares US Basic Materials ETF [IYM]
via LPL Brokerage Account
Sale (Full)Joint$50K – $100Kannual
2022-11-22SPDR Gold Trust ETF [GLD]
via LPL Brokerage Account
Sale (Full)Joint$15K – $50Kannual
2022-11-22SPDR Dow Jones Industrial Average ETF Trust [DIA]
via LPL Brokerage Account
Sale (Full)Joint$15K – $50Kannual
2022-11-22JPMorgan Equity Premium Income Fund Class I [JEPIX]
via LPL Brokerage Account
Sale (Full)Joint$15K – $50Kannual
2022-11-22iShares 1-3 Year Treasury Bond ETF [SHY]
via LPL Brokerage Account
Sale (Full)Joint$15K – $50Kannual
2022-11-22Eaton Vance Short Duration Government Income Fund Class I [EILDX]
via LPL Brokerage Account
Sale (Full)Joint$50K – $100Kannual
2022-11-22DWS Short Duration Fund - Class Inst [PPILX]
via LPL Brokerage Account
Sale (Full)Joint$15K – $50Kannual
2022-11-22AT&T Inc.
via LPL Brokerage Account
Sale (Full)Joint$1,001 – $15Kannual
2022-11-22AT&T Inc.
via LPL Brokerage Account
Sale (Full)Joint$1,001 – $15Kannual
2022-11-01277A Radiator Rd
via First Land Company
Sale (Full)Self$15K – $50Kannual
2022-11-01121 Radiator Rd
via First Land Company
Sale (Full)Self$100K – $250Kannual
2022-10-06Putnam Small Cap Value Fund Class Y [PYSVX]
via LPL Financial SEP IRA
Sale (Full)Self$1,001 – $15Kannual
2022-10-06Putnam Core Equity Fund Class Y [PMYYX]
via LPL Financial SEP IRA
PurchaseSelf$1,001 – $15Kannual
2022-10-06MFS Mid Cap Value Fund Class I [MCVIX]
via LPL Financial SEP IRA
Sale (Full)Self$1,001 – $15Kannual
2022-10-06JPMorgan Government Bond Fund Class I [HLGAX]
via LPL Financial SEP IRA
PurchaseSelf$15K – $50Kannual
2022-10-06JPMorgan Equity Premium Income Fund Class I [JEPIX]
via LPL Financial SEP IRA
Sale (Full)Self$1,001 – $15Kannual
2022-10-06iShares S&P Mid-Cap 400 Value ETF [IJJ]
via LPL Financial SEP IRA
PurchaseSelf$1,001 – $15Kannual
2022-10-06Fidelity Advisor® Utilities Fund Class I [FUGIX]
via LPL Financial SEP IRA
Sale (Full)Self$1,001 – $15Kannual
2022-10-06Fidelity Advisor® Energy Fund Class I [FANIX]
via LPL Financial SEP IRA
Sale (Full)Self$1,001 – $15Kannual
2022-10-06Eaton Vance Short Duration Government Income Fund Class I [EILDX]
via LPL Financial SEP IRA
Sale (Full)Self$1,001 – $15Kannual
2022-10-06DWS Short Duration Fund - Class Inst [PPILX]
via LPL Financial SEP IRA
Sale (Full)Self$1,001 – $15Kannual
2022-10-06Delaware Healthcare Fund Class I [DLHIX]
via LPL Financial SEP IRA
Sale (Full)Self$1,001 – $15Kannual
2022-10-06Consumer Staples Select Sector SPDR Fund [XLP]
via LPL Financial SEP IRA
Sale (Full)Self$1,001 – $15Kannual

What their office spends

What Norman'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): $1,943,212 over the last 4 quarters, 71% 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 '25$628,306Q1 '26Q2 '26
The numbers
QuarterStaff payTravelOffices: rent, phones, utilitiesMail and printingEverything elseTotal
Q2 '26$354,256$11,570$20,758$1,784$9,740$398,108
Q1 '26$338,666$15,508$29,564$176,585$67,984$628,306
Q4 '25$373,091$12,019$36,548$18,329$21,822$461,810
Q3 '25$310,907$19,452$34,078$32,331$58,219$454,987
Q2 '25$278,163$24,371$34,873$25,353$27,858$390,618
Q1 '25$406,206$21,839$25,654$1,252$93,911$548,862
Q4 '24$464,604$32,780$16,171$1,473$52,358$567,386
Q3 '24$320,042$25,469$21,798$18,548$13,283$399,140
Q2 '24$289,117$28,135$15,419$23,799$20,378$376,848
Q1 '24$308,233$27,973$15,175$39,963$54,651$445,995
Q4 '23$450,478$34,351$20,844$11,492$51,882$569,047
Q3 '23$298,976$28,517$15,080$56,302$16,955$415,830
Q2 '23$379,834$42,088$27,203$31,725$34,890$515,739
Q1 '23$295,990$28,310$15,403$6,099$76,054$421,857
Q4 '22$400,628$11,093$13,817$130,729$23,452$579,720
Q3 '22$274,450$25,817$35,445$69,284$14,339$419,336
Q2 '22$284,640$6,268$30,598$29,441$18,598$369,545
Q1 '22$265,890$17,512$34,143$11,287$75,844$404,677
Q4 '21$343,408$11,565$12,574$58,465$33,323$459,334
Q2 '21$245,513$11,912$11,104$3,187$33,527$305,242
Q1 '21$281,402$7,971$23,115$5,911$30,570$348,970

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).

Merline Darcy J.
Legislative Director · Chief of Staff
$171,738
Mott Joseph E.
Chief of Staff
$114,192
Hicklin Catherine R.
Deputy Chief of Staff - Casewo
$98,437
Lyczek Sophie E.
Press Secretary · Communications Director
$87,020
Gresham Mackenzie C.
Caseworker
$86,617
Gault William F.
Field Representative · Outreach Director
$80,958
Young Julianne M.
Legislative Assistant · Legislative Director
$80,692
Allen Leslie A.
Caseworker
$78,862
Humphries Christie D.
Caseworker
$75,143
Lawson Isaac T.
Legislative Assistant · Senior Policy Advisor
$73,754
All 47
NameTitlePaidQuarters
Merline Darcy J.Legislative Director · Chief of Staff$171,7384
Mott Joseph E.Chief of Staff$114,1923
Hicklin Catherine R.Deputy Chief of Staff - Casewo$98,4374
Lyczek Sophie E.Press Secretary · Communications Director$87,0204
Gresham Mackenzie C.Caseworker$86,6174
Gault William F.Field Representative · Outreach Director$80,9584
Young Julianne M.Legislative Assistant · Legislative Director$80,6924
Allen Leslie A.Caseworker$78,8624
Humphries Christie D.Caseworker$75,1434
Lawson Isaac T.Legislative Assistant · Senior Policy Advisor$73,7544
Singleton Hannah M.Scheduler · Director of Operations$72,9884
Rabon Griffin M.Legislative Correspondent · Legislative Aide$69,6254
Barry Cally M.Senior Advisor & Communication$54,8892
Olohan Janey C.Press Assistant$40,4173
Greer IV William H.Staff Assistant$30,2313
Kresse Carol S.Shared Employee$28,8604
Espinoza Sophie C.Shared Staff · Part-time Employee$25,3004
Adickes Barry S.Part-time Employee$24,1234
Schmitt Karen A.Part-time Employee$20,4134
Threatt CarterPaid Intern - House Program · Temporary Employee · Staff Assistant$18,6693
Edgar Joseph C.Staff Assistant$8,0561
Pizzo Jessica R.Staff Assistant$4,3062
Carr Sara J.Paid Intern - House Program$3,8002
Sangodina Amir A.Paid Intern - House Program$3,7672
Haber Thomas A.Paid Intern - House Program · Staff Assistant/legislative Co$3,1671
Ranaghan Emily I.Paid Intern - House Program$3,1332
Berente Terese E.Paid Intern - House Program$2,8502
Duberstein Rebecca M.Shared Employee$2,5001
Dailey Joseph J.Paid Intern - House Program · Press Assistant$2,4331
Livingston Austin D.Part-time Employee$2,2221
Meisenhelter Grace A.Paid Intern - House Program$1,1761
BYRD BenjaminPaid Intern - House Program$1,0831
Bell Anne M.Paid Intern - House Program$1,0331
Staples Bradley J.Paid Intern - House Program$5831
Leonard MadelinePaid Intern - House Program$5331
Callis Daphne B.Paid Intern - House Program$5001
Tashjian Lily A.Paid Intern - House Program$4171
Hull Henley I.Paid Intern - House Program$4171
Maloney Declan F.Paid Intern - House Program$3831
Grow OwenPaid Intern - House Program$3831
Brakefield NeelyPaid Intern - House Program$3831
Venn Clare E.Paid Intern - House Program$3501
Terribile MichaelPaid Intern - House Program$2671
Spurgin SophiePaid Intern - House Program$1501
Lowrey PaigePaid Intern - House Program$331
Ketchum Mae R.Paid Intern - House Program$331
Bishay William A.Paid Intern - House Program$331

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.

Tryon Building Investment LLC
trades went through it
$375K
Laurel Creek, LLC
trades went through it
$8,000
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 entityManagerFormedKindMinimumInvestorsFirst saleThey boughtTradedHeld
Tryon Building Investment LLC
trades went through it
$250K – $500K
Laurel Creek, LLC
trades went through it
$1,001 – $15K

How their trades did

Each of Norman'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. 4 of their trades could be priced (ETFs, funds and since-delisted stocks can't). Too few to score against chance (it takes 10). Every member, compared.

Best timed

  1. Sold Warner Bros. Discovery, Inc. - Series A (WBD) 2022-10-06 · $1,001 – $15K · +19.6% against the market in 30 days, +20.2% in 90
  2. Sold AT&T Inc. (T) 2022-11-22 · $1,001 – $15K · -0.5% against the market in 30 days, -0.8% in 90
  3. Sold AT&T Inc. (T) 2022-11-22 · $1,001 – $15K · -0.5% against the market in 30 days, -0.8% in 90

Worst timed

  1. Sold Truist Financial Corporation (TFC) 2021-01-06 · $15K – $50K · -1.6% against the market in 30 days, -10.2% in 90

Financial disclosures

12 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
Aug 13, 2026Annual Report for 202570
Apr 9, 2026Extension for 2025—
Aug 13, 2025Annual Report for 2024116
Apr 28, 2025Extension for 2024—
Aug 13, 2024Annual Report (amendment) for 2021110
Aug 13, 2024Annual Report (amendment) for 2022203
Aug 13, 2024Annual Report for 202385
Apr 29, 2024Extension for 2023—
Aug 13, 2023Annual Report for 2022199
Apr 27, 2023Extension for 2022—
Aug 13, 2022Annual Report for 202158
May 9, 2022Extension for 2021—

1 trade has a date that can't be right as filed (a year like 0217, a day after the report was filed, or outside the year an annual report covers); none fixed by an amendment.

Trades with a date that can't be right
Report filedTrade dateAssetProblemSince
Aug 13, 20252025-10-03DWS RREEF Real Estate Securities Fund - Class Institutional (RRRRX)Dated after the report was filedNever amended