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
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
See the data
| Period | Raised | Individuals | PACs | Parties | Own money | Spent | Cash | Outside for | Outside 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.
- From South Carolina
- From out of state
Where it came from
- Less
- More
- Their state
Their donors' employers
Employers as donors wrote them, 2021 on (retired and not employed donors aside).
The largest donors, and the numbers
| Period | Itemized | Contributions | From SC | Retired donors |
|---|---|---|---|---|
| 2025–26 | $11,750 | 15 | 43% | 44% |
| 2023–24 | $134,353 | 196 | 46% | 36% |
| 2021–22 | $191,515 | 339 | 85% | 29% |
| Donor | Where | Employer, occupation | Total |
|---|---|---|---|
| UIHLEIN, RICHARD | LAKE FOREST, IL | ULINE, CEO/OWNER | $11,600 |
| RYDIN, MICHAEL | HOUSTON, TX | RETIRED, RETIRED | $6,400 |
| COWLES, STEVEN | FORT LAUDERDALE, FL | SELF EMPLOYED, INVESTOR | $6,200 |
| FEDELE, MIKE | ROCK HILL, SC | RETIRED, RETIRED | $5,000 |
| COOLEY, WILLIAM | WEST PALM BEACH, FL | RETIRED, RETIRED | $3,300 |
| MCCONNELL, ROBERT MR. | FORT MILL, SC | RETIRED, RETIRED | $3,300 |
| NORD, RICHARD | VERMILION, OH | SELF, LANDSCAPE CONSULTANT | $3,300 |
| RATLIFF, CELESTINE MRS. | STANLEY, NC | RETIRED, RETIRED | $3,300 |
| RATLIFF, LEVERNE | STANLEY, NC | RETIRED, RETIRED | $3,300 |
| RICH, HOWARD S | BALA CYNWYD, PA | RETIRED, RETIRED | $3,300 |
| SAULSBURY, AMELIA | ODESSA, TX | SAULSBURY INDUSTRIES INC., BOARD MEMBER | $3,300 |
| SAULSBURY, CHARLES JR. | ODESSA, TX | SAULSBURY INDUSTRIES INC., OWNER | $3,300 |
| SAULSBURY, CHARLES SR. | ODESSA, TX | SAULSBURY INDUSTRIES INC., PRESIDENT | $3,300 |
| ZUCKER, JONATHAN | JOHNS ISLAND, SC | THE INTERTECH GROUP, INC., PRESIDENT | $3,300 |
| ZUGG, AMELIA DIANE | ODESSA, TX | SAULSBURY INDUSTRIES INC., COMMUNITY RELATIONS | $3,300 |
| CZENTYE, SANDRA MRS. | WINNSBORO, SC | ALL PRO SOLUTIONS, INC., OWNER | $3,062 |
| GIROUX, JEFF MR. | ROCK HILL, SC | EXPRESS EMPLOYMENT PROFESSIONALS, OWNER | $3,062 |
| HARE, CAROL NASH MRS. | ROCK HILL, SC | RETIRED, RETIRED | $3,000 |
| LIVINGSTON, WILBUR D MR. JR | ROCK HILL, SC | SELF EMPLOYED, PHYSICAN | $3,000 |
| BURNS, JAMES | ROCK HILL, SC | BURNS, OWNER | $2,900 |
| JOHNSON, MARK MR. | LANCASTER, SC | J & S INC., CEO | $2,900 |
| MORIARTY, GLEN | SAN JOSE, CA | 7 CUPS, CEO | $2,900 |
| SALAS, MARTIN | YORK, SC | DOGWOOD LANE CHILDRENS ACADEMY, MANAGER | $2,900 |
| TOPPER, LEWIS E. | JUPITER, FL | RETIRED, RETIRED | $2,900 |
| BLACKMON, ALLEN MR. | HEATH SPRINGS, SC | BLACKMON ENTERPRISES I, LLC, OWNER | $2,532 |
Their biggest PAC and party givers
All 25
| Committee | Connected organization | Total | Gifts |
|---|---|---|---|
| STAND FOR AMERICA PAC | TEAM STAND FOR AMERICA | $25,000 | 7 |
| ACPAC ACA INTERNATIONAL POLITICAL ACTION COMMITTEE | ACA INTERNATIONAL | $22,000 | 7 |
| AMERICAN BANKERS ASSOCIATION PAC (BANKPAC) | AMERICAN BANKERS ASSOCIATION (ABA) | $20,500 | 9 |
| NATIONAL ASSOCIATION OF REALTORS POLITICAL ACTION COMMITTEE | NATIONAL ASSOCIATION OF REALTORS | $18,000 | 5 |
| LPL FINANCIAL LLC POLITICAL ACTION COMMITTEE (LPL PAC) | LPL FINANCIAL LLC | $17,000 | 9 |
| NATIONAL APARTMENT ASSOCIATION POLITICAL ACTION COMMITTEE | NATIONAL APARTMENT ASSOCIATION | $16,000 | 9 |
| BUILD POLITICAL ACTION COMMITTEE OF THE NATIONAL ASSOCIATION OF HOME BUILDERS (BUILDPAC) | NATIONAL ASSOCIATION OF HOME BUILDERS | $16,000 | 4 |
| HOUSE FREEDOM FUND | NONE | $15,900 | 4 |
| NATIONAL AUTOMOBILE DEALERS ASSOCIATION POLITICAL ACTION COMMITTEE | NATIONAL AUTOMOBILE DEALERS ASSOCIATION | $15,000 | 3 |
| NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION PAC | NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION | $13,500 | 6 |
| NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS POLITICAL ACTION COMM | NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS | $12,500 | 4 |
| MORTGAGE BANKERS ASSOCIATION POLITICAL ACTION COMMITTEE (MORPAC) | MORTGAGE BANKERS ASSOCIATION | $11,500 | 3 |
| MANUFACTURED HOUSING INSTITUTE PAC | $10,000 | 6 | |
| MAJORITY COMMITTEE PAC--MC PAC | MAJORITY RISING | $10,000 | 2 |
| KOCH INDUSTRIES, INC. POLITICAL ACTION COMMITTEE (KOCHPAC) | KOCH INDUSTRIES, INC. | $10,000 | 3 |
| HUCK PAC | $10,000 | 2 | |
| ASIAN AMERICAN HOTEL OWNERS ASSOCIATION PAC (AAHOA PAC) | ASIAN AMERICAN HOTEL OWNERS ASSOCIATION | $10,000 | 2 |
| AMERICAN CRYSTAL SUGAR COMPANY POLITICAL ACTION COMMITTEE | AMERICAN CRYSTAL SUGAR COMPAY | $10,000 | 4 |
| FREEDOM FIRST PAC | $9,000 | 3 | |
| AMERICAN HOTEL AND LODGING ASSOCIATION POLITICAL ACTION COMMITTEE ('HOTELPAC') | AMERICAN HOTEL & LODGING ASSOCIATION | $8,500 | 5 |
| NATIONAL COTTON COUNCIL OF AMERICA COMMITTEE FOR THE ADVANCEMENT OF COTTON | NATIONAL COTTON COUNCIL OF AMERICA | $8,000 | 4 |
| AMERICAN ISRAEL PUBLIC AFFAIRS COMMITTEE POLITICAL ACTION COMMITTEE | $7,900 | 2 | |
| BULLDOG PAC | $7,000 | 2 | |
| NATIONAL BEER WHOLESALERS ASSOCIATION POLITICAL ACTION COMMITTEE | NATIONAL BEER WHOLESALERS ASSOCIATION | $6,500 | 3 |
| LOCKHEED MARTIN CORPORATION EMPLOYEES' POLITICAL ACTION COMMITTEE | LOCKHEED MARTIN CORPORATION | $6,000 | 5 |
Outside spending for and against them
- Against them
- For them
Who spent it
See the data
| Spender | For or against | Total | Reports |
|---|---|---|---|
| HOUSE FREEDOM FUND | for | $3,139 | 27 |
| FREEDOM CAUCUS FUND | for | $258 | 9 |
| PLANNED PARENTHOOD VOTES | against | $8 | 1 |
What lobbyists report giving them
By the lobbying firm or organization that filed: contributions to their campaigns and PACs, and payments to honor them (LD-203).
All 25
How they've voted lately
Their last 150 roll calls in the 119th Congress, oldest to newest.
- Yea
- Nay
- Not voting
- Against their party
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.
Every vote
| Date | Question | Measure | Vote | Result |
|---|---|---|---|---|
| Sep 16, 2026 | On Motion to Suspend the Rules and Pass | S. 2403 Retire through Ownership Act | nay | Passed |
| Sep 16, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 9497 Water Resources Development Act | yea | Passed |
| Sep 16, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 9340 Ratepayer Protection Act | yea | Passed |
| Sep 16, 2026 | On Passage | H.J.Res. 213 Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule issued by the Environmental Protection A | yea | Passed |
| Sep 16, 2026 | On Passage | H.R. 10326 PROOF Act | yea | Passed |
| Sep 16, 2026 | On Passage | H.R. 9576 National Fraud Enforcement Division Act | yea | Passed |
| Sep 16, 2026 | On Motion to Concur in the Senate Amendments | H.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 p | nayagainst party | Passed |
| Sep 15, 2026 | On Agreeing to the Resolution | H.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 I | nay | Passed |
| Sep 15, 2026 | On Passage | H.J.Res. 210 Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Environmental Protectio | yea | Passed |
| Sep 15, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 9500 Tax Relief for Fraud Victims Act | nay | Passed |
| Sep 15, 2026 | On Motion to Suspend the Rules and Pass | H.R. 2140 Diesel Emissions Reduction Act | nay | Passed |
| Sep 15, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 4646 Whistleblower Protection Act | yea | Passed |
| Sep 15, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 8278 Fostering the Use of Technology to Uphold Regulatory Effectiveness in Supervision Act | nay | Passed |
| Sep 15, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 2978 GUARD Act | nay | Passed |
| Sep 15, 2026 | On Agreeing to the Resolution | H.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 party | Passed |
| Sep 15, 2026 | On Ordering the Previous Question | H.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. | yea | Passed |
| Sep 15, 2026 | On Motion to Table | H.Res. 1486 Impeaching Donald John Trump, President of the United States, for high crimes and misdemeanors | yea | Passed |
| Sep 14, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 3276 Local Communities & Bird Habitat Stewardship Act | nay | Passed |
| Sep 14, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 4219 National Wildlife Refuge System Invasive Species Strike Team Act | nay | Passed |
| Sep 3, 2026 | On Passage | H.R. 4795 Protect Economic and Academic Freedom Act | yea | Passed |
| Sep 2, 2026 | On Passage | H.R. 1501 Protecting Domestic Mining Act | yea | Passed |
| Sep 2, 2026 | On Motion to Suspend the Rules and Pass | H.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 j | yea | Failed |
| Sep 1, 2026 | On Agreeing to the Resolution | H.Res. 1498 In the matter of allegations relating to Representative Chuck Edwards | nay | Passed |
| Sep 1, 2026 | On Passage | H.R. 9436 To amend the Consolidated Appropriations Act, 2023 to extend the time period for which certain regulations concerning the North Atlantic rig | yea | Passed |
| Sep 1, 2026 | On Motion to Recommit | H.R. 9436 To amend the Consolidated Appropriations Act, 2023 to extend the time period for which certain regulations concerning the North Atlantic rig | nay | Failed |
| Sep 1, 2026 | On Agreeing to the Resolution | H.Res. 1490 Providing for the condemnation and denouncement of socialism in all its forms, and for other purposes | yea | Passed |
| Sep 1, 2026 | On Agreeing to the Resolution | H.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 party | Passed |
| Sep 1, 2026 | On Ordering the Previous Question | H.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) | yea | Passed |
| Sep 1, 2026 | On Motion to Suspend the Rules and Concur in the Senate Amendments | H.R. 6500 AGOA Extension Act | nay | Passed |
| Aug 31, 2026 | On Motion to Suspend the Rules and Pass | S. 32 Local Access to Courts Act | nay | Passed |
| Aug 31, 2026 | On Motion to Suspend the Rules and Pass | S. 307 Prison Staff Safety Enhancement Act | yea | Passed |
| Jul 23, 2026 | On Passage | H.R. 8884 Removing Barriers to Work for Disabled Americans Act | yea | Passed |
| Jul 23, 2026 | On Agreeing to the Resolution | H.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 I | nay | Passed |
| Jul 22, 2026 | On Agreeing to the Resolution | H.Con.Res. 113 Establishing the congressional budget for the United States Government for fiscal year 2027 and setting forth the appropriate budgetary leve | yea | Passed |
| Jul 22, 2026 | On Passage | H.R. 7008 Stop Insider Trading Act | yea | Passed |
| Jul 22, 2026 | On Motion to Recommit | H.R. 7008 Stop Insider Trading Act | nay | Failed |
| Jul 22, 2026 | On Passage | H.R. 8800 National Defense Authorization Act for Fiscal Year 2027 | yea | Passed |
| Jul 22, 2026 | On Motion to Recommit | H.R. 8800 National Defense Authorization Act for Fiscal Year 2027 | nay | Failed |
| Jul 22, 2026 | On Agreeing to the Amendment | H.R. 8800 | yea | Failed |
| Jul 22, 2026 | On Agreeing to the Amendment | H.R. 8800 | yea | Agreed to |
| Jul 22, 2026 | On Agreeing to the Amendment | H.R. 8800 | yea | Failed |
| Jul 22, 2026 | On Agreeing to the Amendment | H.R. 8800 | yea | Agreed to |
| Jul 21, 2026 | On Passage | H.R. 9770 Making continuing appropriations for fiscal year 2027, and for other purposes | yea | Passed |
| Jul 21, 2026 | On Passage | H.R. 6955 Main Street Act | yea | Passed |
| Jul 21, 2026 | On Motion to Recommit | H.R. 6955 Main Street Act | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | yea | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | yea | Agreed to |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | yea | Agreed to |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | yea | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | yea | Agreed to |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | yea | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | yea | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | yea | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | yea | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | yea | Agreed to |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | yea | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | yeaagainst party | Agreed to |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | yea | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | yea | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | yea | Failed |
| Jul 21, 2026 | On Agreeing to the Resolution | H.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 the | yea | Passed |
| Jul 21, 2026 | On Ordering the Previous Question | H.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 the | yea | Passed |
| Jul 21, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 1118 Value Over Cost Act | yea | Passed |
| Jul 20, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 8823 Putting Patients First by Strengthening Provider Accountability in FECA Act | yea | Passed |
| Jul 20, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 4541 EARLY Act Reauthorization | not voting | Passed |
| Jul 16, 2026 | On Motion to Recommit | H.R. 9237 Take Care of America’s Veterans Act | nay | Failed |
| Jul 16, 2026 | On Motion to Suspend the Rules and Pass | H.R. 5362 To name the Department of Veterans Affairs multispecialty clinic in Marietta, Georgia, as the “Colonel Michael H. Boyce Department of Vetera | yea | Passed |
| Jul 15, 2026 | On Passage | H.R. 8595 National Security, Department of State, and Related Programs Appropriations Act, 2027 | yea | Passed |
| Jul 15, 2026 | On Motion to Recommit | H.R. 8595 National Security, Department of State, and Related Programs Appropriations Act, 2027 | nay | Failed |
| Jul 15, 2026 | On Agreeing to the Amendment | H.R. 8595 | yea | Failed |
| Jul 15, 2026 | On Agreeing to the Amendment | H.R. 8595 | nay | Failed |
| Jul 15, 2026 | On Agreeing to the Amendment | H.R. 8595 | nay | Failed |
| Jul 15, 2026 | On Agreeing to the Amendment | H.R. 8595 | yea | Failed |
| Jul 15, 2026 | On Agreeing to the Amendment | H.R. 8595 | yea | Failed |
| Jul 14, 2026 | On Passage | H.R. 1181 Protecting Privacy in Purchases Act | yea | Passed |
| Jul 14, 2026 | On Motion to Recommit | H.R. 1181 Protecting Privacy in Purchases Act | nay | Failed |
| Jul 14, 2026 | On Passage | H.R. 139 Sunshine Protection Act | yea | Passed |
| Jul 14, 2026 | On Agreeing to the Resolution | H.Res. 1423 Providing for consideration of the bills (H.R. 139) Sunshine Protection Act; (H.R. 8595) National Security, Department of State, and Related | yea | Passed |
| Jul 14, 2026 | On Ordering the Previous Question | H.Res. 1423 Providing for consideration of the bills (H.R. 139) Sunshine Protection Act; (H.R. 8595) National Security, Department of State, and Related | yea | Passed |
| Jul 13, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 8897 Improving Travel for American Families Act | yea | Passed |
| Jul 13, 2026 | On Motion to Suspend the Rules and Pass | H.R. 3106 Weatherizing Infrastructure in the North and Terrorism Emergency Readiness Act | yea | Passed |
| Jun 30, 2026 | On Agreeing to the Resolution | H.Res. 1399 Directing the Committee on Ethics to preserve and publicly release records relating to monetary settlements involving acts of sexual harassm | yea | Passed |
| Jun 30, 2026 | On Agreeing to the Resolution | H.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 Leban | nay | Failed |
| Jun 30, 2026 | On Agreeing to the Resolution | H.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. 1383 | yea | Failed |
| Jun 30, 2026 | On Ordering the Previous Question | H.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. 1383 | yea | Passed |
| Jun 29, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 7128 TRIA Program Reauthorization Act | nay | Passed |
| Jun 29, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 7757 KIDS Act | nay | Passed |
| Jun 25, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 2478 Financial Exploitation Prevention Act | yea | Passed |
| Jun 24, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 915 Small Business Technological Advancement Act | yea | Passed |
| Jun 24, 2026 | On Motion to Suspend the Rules and Pass | H.R. 7401 Small Business Lending Fraud Prevention Act | yea | Passed |
| Jun 23, 2026 | On Motion to Suspend the Rules and Concur in Senate Adt to House Adt to Senate Adt | H.R. 6644 Housing for the 21st Century Act | nay | Passed |
| Jun 23, 2026 | On Motion to Suspend the Rules and Pass | S. 629 Emergency Conservation Program Improvement Act | nay | Passed |
| Jun 11, 2026 | On Agreeing to the Resolution | H.Res. 1335 Condemning actors seeking to defraud the U.S. Government, and expressing the sense of the House of Representatives that government-wide frau | not voting | Passed |
| Jun 11, 2026 | On Motion to Suspend the Rules and Pass | H.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 fo | not voting | Failed |
| Jun 10, 2026 | On Passage | H.R. 8464 Stopping Fraudulent Payments Act | not voting | Passed |
| Jun 10, 2026 | On Motion to Recommit | H.R. 8464 Stopping Fraudulent Payments Act | not voting | Failed |
| Jun 10, 2026 | On Passage | H.R. 8312 Fraud Prevention and Accountability Act | not voting | Passed |
| Jun 10, 2026 | On Passage | H.R. 7892 No Aid for Ghost Students Act | not voting | Passed |
| Jun 9, 2026 | On Passage | H.R. 5408 Faster Labor Contracts Act | not voting | Passed |
| Jun 9, 2026 | On Agreeing to the Resolution | H.Res. 1140 Providing for consideration of the bill (H.R. 5408) to accelerate workplace time-to-contract under the National Labor Relations Act | not voting | Passed |
| Jun 9, 2026 | On Passage | S. 2 Secure America Act | not voting | Passed |
| Jun 9, 2026 | On Motion to Commit | S. 2 Secure America Act | not voting | Failed |
| Jun 9, 2026 | On Motion to Discharge | H.Res. 1140 Providing for consideration of the bill (H.R. 5408) to accelerate workplace time-to-contract under the National Labor Relations Act | not voting | Passed |
| Jun 9, 2026 | On Agreeing to the Resolution | H.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. 1355 | not voting | Passed |
| Jun 9, 2026 | On Ordering the Previous Question | H.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. 1355 | not voting | Passed |
| Jun 8, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 8428 Federal Fraud Prevention Workforce Training Act | not voting | Passed |
| Jun 8, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 8466 TRUE Accountability Act | not voting | Passed |
| Jun 4, 2026 | On Passage | H.R. 2913 Ukraine Support Act | not voting | Passed |
| Jun 4, 2026 | On Agreeing to the Resolution | H.Res. 518 Providing for consideration of the bill (H.R. 2913) to authorize support for Ukraine, and for other purposes | not voting | Passed |
| Jun 4, 2026 | On Passage | H.R. 8646 Agriculture, Rural Development, Food and Drug Administration, and Related Agency Appropriations Act, 2027 | not voting | Passed |
| Jun 4, 2026 | On Motion to Recommit | H.R. 8646 Agriculture, Rural Development, Food and Drug Administration, and Related Agency Appropriations Act, 2027 | not voting | Failed |
| Jun 4, 2026 | On Agreeing to the Resolution | H.Res. 1336 Waiving a requirement of clause 6(a) of rule XIII with respect to consideration of certain resolutions reported from the Committee on Rules | not voting | Passed |
| Jun 4, 2026 | On Ordering the Previous Question | H.Res. 1336 Waiving a requirement of clause 6(a) of rule XIII with respect to consideration of certain resolutions reported from the Committee on Rules | not voting | Passed |
| Jun 4, 2026 | On Agreeing to the Resolution | H.Con.Res. 84 Directing the President pursuant to section 5(c) of the War Powers Resolution to remove United States Armed Forces from Lebanon | not voting | Failed |
| Jun 3, 2026 | On Motion to Discharge | H.Res. 518 Providing for consideration of the bill (H.R. 2913) to authorize support for Ukraine, and for other purposes | not voting | Passed |
| Jun 3, 2026 | On Agreeing to the Resolution | H.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 I | not voting | Passed |
| Jun 3, 2026 | On Passage | H.R. 7726 No Funds for Repeat Child Care Violations Act | not voting | Passed |
| Jun 3, 2026 | On Motion to Recommit | H.R. 7726 No Funds for Repeat Child Care Violations Act | not voting | Failed |
| Jun 3, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 2860 Northwest Straits Marine Conservation Initiative Reauthorization Act | not voting | Passed |
| Jun 3, 2026 | On Agreeing to the Resolution | H.Res. 1333 Providing for consideration of the bills (H.R. 8646) Agriculture, Rural Development, Food and Drug Administration, and Related Agency Approp | not voting | Passed |
| Jun 3, 2026 | On Ordering the Previous Question | H.Res. 1333 Providing for consideration of the bills (H.R. 8646) Agriculture, Rural Development, Food and Drug Administration, and Related Agency Approp | not voting | Passed |
| Jun 3, 2026 | On Motion to Suspend the Rules and Pass | S. 254 ARTIST Act | not voting | Passed |
| Jun 3, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 7618 American Battlefield Protection Program Amendments Act | not voting | Passed |
| May 21, 2026 | On Passage | H.R. 6047 Sharri Briley and Eric Edmundson Veterans Benefits Expansion Act | yea | Passed |
| May 21, 2026 | On Passage | H.R. 1041 Veterans 2nd Amendment Protection Act | yea | Passed |
| May 21, 2026 | On Motion to Recommit | H.R. 1041 Veterans 2nd Amendment Protection Act | nay | Failed |
| May 21, 2026 | On Passage | H.R. 1329 Smithsonian American Women’s History Museum Act | yea | Failed |
| May 21, 2026 | On Motion to Recommit | H.R. 1329 Smithsonian American Women’s History Museum Act | nay | Failed |
| May 20, 2026 | On Agreeing to the Resolution | H.Res. 1300 Providing for consideration of the bill (H.R. 1041) Veterans 2nd Amendment Protection Act; providing for consideration of the bill (H.R. 604 | yea | Passed |
| May 20, 2026 | On Ordering the Previous Question | H.Res. 1300 Providing for consideration of the bill (H.R. 1041) Veterans 2nd Amendment Protection Act; providing for consideration of the bill (H.R. 604 | yea | Passed |
| May 20, 2026 | On Passage | H.R. 2616 PROTECT Kids Act | yea | Passed |
| May 20, 2026 | On Motion to Recommit | H.R. 2616 PROTECT Kids Act | nay | Failed |
| May 20, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 1993 25th Anniversary of 9/11 Commemorative Coin Act | yea | Passed |
| May 20, 2026 | On Motion to Suspend the Rules and Pass | S. 1003 Lulu’s Law | yea | Passed |
| May 20, 2026 | On Motion to Suspend the Rules and Pass | S. 2393 Fiscal Year 2025 Veterans Affairs Major Medical Facility Authorization Act | yea | Passed |
| May 20, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 5317 Community Bank Deposit Access Act | yea | Passed |
| May 20, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 4544 American Access to Banking Act | yea | Passed |
| May 20, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 3234 Keeping Deposits Local Act | yea | Passed |
| May 20, 2026 | On Motion to Suspend the Rules and Agree | H.Res. 1299 Providing for the concurrence by the House in the Senate amendment to H.R. 6644, with amendment | yea | Passed |
| May 15, 2026 | On Passage | H.R. 8469 Making appropriations for military construction, the Department of Veterans Affairs, and related agencies for the fiscal year ending Septemb | yea | Passed |
| May 15, 2026 | On Agreeing to the Amendment | H.R. 8469 | yea | Failed |
| May 14, 2026 | On Passage | H.R. 8365 Monitor Accountability Act | yea | Passed |
| May 14, 2026 | On Motion to Recommit | H.R. 8365 Monitor Accountability Act | nay | Failed |
| May 14, 2026 | On Passage | H.R. 5625 Cashless Bail Reporting Act | yea | Passed |
| May 14, 2026 | On Agreeing to the Resolution | H.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 ag | nay | Failed |
| May 14, 2026 | On Passage | H.R. 6260 Keeping Violent Offenders Off Our Streets Act | yea | Passed |
| May 14, 2026 | On Motion to Recommit | H.R. 6260 Keeping Violent Offenders Off Our Streets Act | nay | Failed |
| May 13, 2026 | On Motion to Suspend the Rules and Agree | H.Res. 1259 Expressing the sense of the House of Representatives that the President should prioritize securing the release of Pastor Jin Mingri, Pastor | yea | Passed |
| May 13, 2026 | On Motion to Suspend the Rules and Agree | H.Res. 1251 Calling on elected officials and civil society leaders to counter antisemitism and educate the public on the contributions of the Jewish-Ame | yea | Passed |
| May 13, 2026 | On Agreeing to the Resolution | H.Con.Res. 96 Expressing support for law enforcement officers | yea | Passed |
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
Their bills
| Bill | Latest 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 Marine | Mar 26, 2026 Became Private Law No: 119-1. |
| H.R. 10690 Capital Loss Inflation Fairness Act | Oct 1, 2026 Referred to the House Committee on Ways and Means. |
| H.R. 9361 Worst of the Worst Act | Jun 18, 2026 Referred to the House Committee on the Judiciary. |
| H.R. 9103 Merit Restoration Act | Jun 2, 2026 Referred to the House Committee on Science, Space, and Technology. |
| H.R. 8118 Election Infrastructure Integrity Act | Mar 26, 2026 Referred to the House Committee on House Administration. |
| H.R. 8018 ISLET Act | Mar 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 2026 | Jan 13, 2026 Referred to the House Committee on Rules. |
| H.R. 6536 Rural Depositories Revitalization Study Act | Feb 2, 2026 Placed on the Union Calendar, Calendar No. 404. |
| H.R. 6101 CBO Oversight Act | Nov 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 Intellig | Nov 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 compensat | Sep 30, 2025 Referred to the House Committee on the Judiciary. |
| H.R. 5219 Camden National Battlefield Park Study Act | Sep 9, 2025 Referred to the House Committee on Natural Resources. |
| H.R. 4521 Save our Allies Congressional Gold Medal Act | Jul 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 Jeffr | Jul 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 with | Jul 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 Act | Jun 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 and | Mar 6, 2025 Referred to the House Committee on Financial Services. |
| H.R. 1387 COST Act | Feb 14, 2025 Referred to the House Committee on Oversight and Government Reform. |
| H.R. 1388 Fair-Value Accounting and Budget Act | Feb 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 2025 | Jan 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 m | Jan 6, 2025 Referred to the House Committee on the Judiciary. |
| H.R. 10371 No Community Development Block Grants for Sanctuary Cities Act | Dec 11, 2024 Referred to the House Committee on Financial Services. |
| H.R. 10106 Ensuring Quality Care for Our Veterans Act | Nov 8, 2024 Referred to the House Committee on Veterans' Affairs. |
| Congress | Sponsored | Became law | Cosponsored |
|---|---|---|---|
| 119th | 23 | 1 | 202 |
| 118th | 24 | 0 | 484 |
| 117th | 31 | 0 | 644 |
3 former staff now lobbying
See the data
| Lobbyist | Former position, as they list it | Firms | Clients | Years |
|---|---|---|---|---|
| MARK PILAND | Rep. Ralph Norman; Chief of Staff/Leg. Director/Senior Leg. Asst./Leg. Correspondent - Rep. Jim Bridenstine; Intern - Rep. Raul Labrador | THE ARTEMIS GROUP, LLC (OKLAHOMA) | 23 | 2025–2026 |
| JOSEPH MOTT | Rep. 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 INCORPORATED | 1 | 2026 |
| RILEY CAGLE | Intern, Rep. Ralph Norman; Intern, Rep. Dan Bishop; Intern, Rep. Don Bacon | CONSUMER BRANDS ASSOCIATION (PKA: GROCERY MANUFACTURERS ASSOCIATION) | 1 | 2025 |
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.
See the data
| Lobbyist | On the payroll as | Last paid | Lobbying for | Clients | Years | Confirmed |
|---|---|---|---|---|---|---|
| JOSEPH MOTT | Chief of Staff · Deputy Chief of Staff - Outrea · Director of District Outreach · District Outreach Coordinator | Q1 2026 | AFLAC INCORPORATED | 1 | 2026 | yes |
Subcommittees
Holdings and trades
Net worth, year by year
Their annual reports' value bands added up, less their debts', from the least to the most they could be worth (spouse and dependents included, a home not), on a log scale.
Largest holdings, 2025 report
Their 25 largest holdings, as a table
| Asset | Kind | Owner | Value | Income |
|---|---|---|---|---|
| PNC Bank, National Association | Retirement Plans | Self | $5.0M – $25.0M | Tax-Deferred: — |
| Isle of Palms Beach House | Real Estate | Self | $1.0M – $5.0M | None: — |
| 020-23-01-001 | Real Estate | Self | $1.0M – $5.0M | Rent: $100K – $1.0M |
| 667-01-01-092 | Real Estate | Self | $1.0M – $5.0M | Rent: $50K – $100K |
| 667-01-01-093 | Real Estate | Self | $1.0M – $5.0M | Rent: $100K – $1.0M |
| 667-01-01-107 | Real Estate | Self | $1.0M – $5.0M | Rent: $50K – $100K |
| 667-01-01-116 | Real Estate | Self | $1.0M – $5.0M | Rent: $100K – $1.0M |
| 663-00-00-004 | Real Estate | Self | $1.0M – $5.0M | Rent: $50K – $100K |
| 633-08-01-021 | Real Estate | Self | $1.0M – $5.0M | Rent: $100K – $1.0M |
| Tryon Building Investment | Real Estate | Self | $1.0M – $5.0M | Capital Gains: $100K – $1.0M |
| Collenge Investment | Real Estate | Self | $500K – $1.0M | None: — |
| South State Bank | Bank Deposit | Self | $500K – $1.0M | Interest: $15K – $50K |
| South State Corporation | Corporate Securities | Self | $500K – $1.0M | Dividends: $15K – $50K |
| 655-00-00-020 | Real Estate | Self | $500K – $1.0M | Rent: $50K – $100K |
| Hwy 160/Take 5 | Real Estate | Self | $500K – $1.0M | Rent: $100K – $1.0M |
| 3382-86-9466-0000 | Real Estate | Self | $500K – $1.0M | None: — |
| 622-00-00-012 | Real Estate | Self | $500K – $1.0M | None: — |
| 667-01-01-010 | Real Estate | Self | $500K – $1.0M | Rent: $15K – $50K |
| 667-01-01-019 | Real Estate | Self | $500K – $1.0M | Rent: $50K – $100K |
| 667-01-01-023 | Real Estate | Self | $500K – $1.0M | Rent: $15K – $50K |
| 667-01-01-134 | Real Estate | Self | $500K – $1.0M | Rent: $50K – $100K |
| 633-08-01-020 | Real Estate | Self | $500K – $1.0M | None: — |
| Celanese North | Real Estate | Self | $250K – $500K | None: — |
| 635-00-00-041 | Real Estate | Self | $250K – $500K | None: — |
| R-05805-003-040 | Real Estate | Self | $250K – $500K | None: — |
Trades, month by month
Every trade on their reports by the trade's date: purchases up, sales down. Hover a month for what was traded.
- Purchases
- Sales
What they trade most
Their latest 300 of 583 trades
| Date | Asset | Trade | Owner | Amount | Days to report |
|---|---|---|---|---|---|
| 2025-12-31 | Eaton Vance Emerging and Frontier Countries Equity Fund I via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2025-11-13 | Eaton Vance Emerging and Frontier Countries Equity Fund I via LPL Financial SEP IRA | Purchase | Self | $1,001 – $15K | annual |
| 2025-11-13 | Eaton Vance Emerging and Frontier Countries Equity Fund I via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2025-11-13 | Payden Emerging Markets Bond Fund via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2025-11-13 | Macquarie Large Cap Growth Fund Institutional via LPL Financial SEP IRA | Sale (Full) | Self | $1,001 – $15K | annual |
| 2025-11-13 | Macquarie Large Cap Growth Fund Institutional via LPL Brokerage Account | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2025-11-13 | Eaton Vance Floating Rate & High Income Fund Insti Cl via LPL Brokerage Account | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2025-08-06 | Tryon Building Investment via Tryon Building Investment LLC | Sale (Full) | Self | $250K – $500K | annual |
| 2025-07-03 | Eaton Vance Emerging and Frontier Countries Equity Fund I via LPL Brokerage Account | Purchase | Joint | $15K – $50K | annual |
| 2025-07-03 | Northern Funds International Equity Index Portfolio via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2025-06-03 | Nasdaq-100 Index Fund Investor Class via LPL Financial SEP IRA | Purchase | Self | $1,001 – $15K | annual |
| 2025-06-03 | Macquarie Large Cap Growth Fund Institutional via LPL Financial SEP IRA | Purchase | Self | $1,001 – $15K | annual |
| 2025-06-03 | Putnam Core Equity Fund Class Y via LPL Financial SEP IRA | Purchase | Self | $1,001 – $15K | annual |
| 2025-06-03 | Macquarie Large Cap Growth Fund Institutional via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2025-06-03 | Payden Core Bond Fund via LPL Brokerage Account | Purchase | Joint | $15K – $50K | annual |
| 2025-06-03 | Fidelity Advisor Technology Fund: Class I via LPL Brokerage Account | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2025-06-03 | iShares U.S. Telecommunications ETF via LPL Brokerage Account | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2025-06-03 | iShares S&P Mid-Cap 400 Value ETF via LPL Brokerage Account | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2025-06-03 | Victory RS Partners Fund - Class Y via LPL Brokerage Account | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2025-06-03 | Fidelity Advisor Consumer Discretionary Fund: Class I via LPL Brokerage Account | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2025-06-03 | T. Rowe Price Financial Services Fund, Inc. via LPL Brokerage Account | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2025-06-03 | Franklin DynaTech Fund Class Advisor via LPL Brokerage Account | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2025-06-02 | American Funds Inflation Linked Bond Fund - Class F-2 via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2025-06-02 | State Street SPDR Bloomberg 1-3 Month T-Bill ETF via LPL Financial SEP IRA | Sale (Full) | Self | $15K – $50K | annual |
| 2025-06-02 | iShares TIPS Bond ETF via LPL Brokerage Account | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2025-05-20 | American Funds 2020 Target Date - Class R2E via Warren Norman Company 401K Plan | Sale (Full) | Self | $100K – $250K | annual |
| 2025-04-01 | iShares TIPS Bond ETF via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2025-04-01 | Putnam Convertible Securities Fund Class Y via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2025-04-01 | BrandywineGLOBAL High Yield Fund Class I via LPL Brokerage Account | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2025-04-01 | Payden Emerging Markets Bond Fund via LPL Brokerage Account | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2025-03-10 | Nasdaq-100 Index Fund Investor Class via LPL Financial SEP IRA | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-03-10 | Franklin DynaTech Fund Class Advisor via LPL Financial SEP IRA | Sale (Full) | Self | $1,001 – $15K | annual |
| 2025-03-10 | Victory RS Partners Fund - Class Y via LPL Financial SEP IRA | Sale (Full) | Self | $1,001 – $15K | annual |
| 2025-03-10 | T. Rowe Price Financial Services Fund, Inc. via LPL Financial SEP IRA | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-03-10 | iShares U.S. Telecommunications ETF via LPL Financial SEP IRA | Sale (Full) | Self | $1,001 – $15K | annual |
| 2025-03-10 | Putnam Core Equity Fund Class Y via LPL Financial SEP IRA | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-03-10 | iShares S&P Mid-Cap 400 Value ETF via LPL Financial SEP IRA | Sale (Full) | Self | $1,001 – $15K | annual |
| 2025-03-10 | Payden Core Bond Fund via LPL Financial SEP IRA | Purchase | Self | $15K – $50K | annual |
| 2025-03-10 | State Street SPDR Bloomberg 1-3 Month T-Bill ETF via LPL Financial SEP IRA | Purchase | Self | $15K – $50K | annual |
| 2025-03-10 | Fidelity Advisor Technology Fund: Class I via LPL Financial SEP IRA | Sale (Full) | Self | $1,001 – $15K | annual |
| 2025-03-10 | Fidelity Advisor Consumer Discretionary Fund: Class I via LPL Financial SEP IRA | Sale (Full) | Self | $1,001 – $15K | annual |
| 2025-01-16 | State Street SPDR Dow Jones Industrial Average ETF Trust via LPL Financial SEP IRA | Sale (Full) | Self | $1,001 – $15K | annual |
| 2025-01-16 | SPDR Gold Shares via LPL Financial SEP IRA | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-01-16 | T. Rowe Price Financial Services Fund, Inc. via LPL Financial SEP IRA | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-01-16 | Fidelity Advisor Equity Growth Fund: Class I via LPL Financial SEP IRA | Sale (Full) | Self | $1,001 – $15K | annual |
| 2025-01-16 | Putnam Core Equity Fund Class Y via LPL Financial SEP IRA | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-01-16 | Nasdaq-100 Index Fund Investor Class via LPL Financial SEP IRA | Purchase | Self | $1,001 – $15K | annual |
| 2025-01-16 | Franklin DynaTech Fund Class Advisor via LPL Financial SEP IRA | Purchase | Self | $1,001 – $15K | annual |
| 2025-01-16 | Victory RS Partners Fund - Class Y via LPL Financial SEP IRA | Purchase | Self | $1,001 – $15K | annual |
| 2025-01-16 | iShares U.S. Telecommunications ETF via LPL Financial SEP IRA | Purchase | Self | $1,001 – $15K | annual |
| 2025-01-16 | iShares S&P Mid-Cap 400 Value ETF via LPL Financial SEP IRA | Purchase | Self | $1,001 – $15K | annual |
| 2025-01-16 | Fidelity Advisor Technology Fund: Class I via LPL Financial SEP IRA | Purchase | Self | $1,001 – $15K | annual |
| 2025-01-16 | Fidelity Advisor Consumer Discretionary Fund: Class I via LPL Financial SEP IRA | Purchase | Self | $1,001 – $15K | annual |
| 2025-01-16 | Fidelity Advisor Technology Fund: Class I via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2025-01-16 | BrandywineGLOBAL High Yield Fund Class I via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2025-01-16 | iShares U.S. Telecommunications ETF via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2025-01-16 | iShares S&P Mid-Cap 400 Value ETF via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2025-01-16 | Payden Emerging Markets Bond Fund via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2025-01-16 | Eaton Vance Floating Rate & High Income Fund Insti Cl via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2025-01-16 | Fidelity Utilities Fund via LPL Brokerage Account | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2025-01-16 | Nuveen Preferred Securities Fund - Cl R via LPL Brokerage Account | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2025-01-16 | Fidelity Advisor Equity Growth Fund: Class I via LPL Brokerage Account | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2025-01-16 | Fidelity Advisor Corporate Bond Fund: Class I via LPL Brokerage Account | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2025-01-16 | Victory RS Partners Fund - Class Y via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2025-01-16 | Fidelity Advisor Consumer Discretionary Fund: Class I via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2025-01-16 | Nasdaq-100 Index Fund Investor Class via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2025-01-16 | Franklin DynaTech Fund Class Advisor via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2025-01-16 | Wasatch-Hoisington U.S. Treasury Fund via LPL Brokerage Account | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2025-01-16 | T. Rowe Price Financial Services Fund, Inc. via LPL Brokerage Account | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2025-01-16 | State Street SPDR Dow Jones Industrial Average ETF Trust via LPL Brokerage Account | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2024-12-26 | DWS RREEF Real Estate Securities Fund - Class Institutional via LPL Financial SEP IRA | Sale (Full) | Self | $1,001 – $15K | annual |
| 2024-12-26 | Putnam Large Cap Value Fund Class Y via LPL Financial SEP IRA | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-12-26 | Putnam Large Cap Value Fund Class Y via LPL Brokerage Account | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2024-12-26 | Franklin Utilities Fund Advisor Class via LPL Brokerage Account | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2024-12-26 | AB Global Real Estate Investment Fund, Inc. - Class R via LPL Brokerage Account | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2024-12-17 | American Century Growth Investor Class via American Century IRA | Purchase | Self | $1,001 – $15K | annual |
| 2024-12-17 | American Century Growth Investor Class via American Century IRA | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-12-17 | American Century Ultra Investor Class via American Century IRA | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-12-17 | American Century Select Investor Class via American Century IRA | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-12-06 | MFS Technology Fund Class I via LPL Financial SEP IRA | Sale (Full) | Self | $1,001 – $15K | annual |
| 2024-12-06 | MFS Technology Fund Class I via LPL Brokerage Account | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2024-12-06 | Fidelity Advisor Consumer Discretionary Fund: Class I via LPL Financial SEP IRA | Purchase | Self | $1,001 – $15K | annual |
| 2024-12-06 | Fidelity Advisor Consumer Discretionary Fund: Class I via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2024-11-01 | DWS RREEF Real Estate Securities Fund - Class Institutional via LPL Brokerage Account | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2024-11-01 | DWS RREEF Real Estate Securities Fund - Class Institutional via LPL Financial SEP IRA | Sale (Full) | Self | $1,001 – $15K | annual |
| 2024-11-01 | MFS Technology Fund Class I via LPL Financial SEP IRA | Purchase | Self | $1,001 – $15K | annual |
| 2024-11-01 | MFS Technology Fund Class I via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2024-10-03 | Invesco Discovery Mid Cap Growth Fund Class Y via LPL Financial SEP IRA | Sale (Full) | Self | $1,001 – $15K | annual |
| 2024-10-03 | Columbia Contrarian Core Fund Class I via LPL Financial SEP IRA | Sale (Full) | Self | $1,001 – $15K | annual |
| 2024-10-03 | Fidelity Advisor Utilities Fund: Class I via LPL Financial SEP IRA | Sale (Full) | Self | $1,001 – $15K | annual |
| 2024-10-03 | Franklin DynaTech Fund Class Advisor via LPL Financial SEP IRA | Sale (Full) | Self | $1,001 – $15K | annual |
| 2024-10-03 | Victory Pioneer International Equity Fund Class Y via LPL Financial SEP IRA | Sale (Full) | Self | $1,001 – $15K | annual |
| 2024-10-03 | MFS Technology Fund Class I via LPL Financial SEP IRA | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-10-03 | Putnam Global Technology Fund Y Shs via LPL Financial SEP IRA | Sale (Full) | Self | $1,001 – $15K | annual |
| 2024-10-03 | Putnam Global Technology Fund Y Shs via LPL Brokerage Account | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2024-10-03 | Victory Pioneer International Equity Fund Class Y via LPL Brokerage Account | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2024-10-03 | PIMCO Preferred and Capital Securities Fund Class I-2 via LPL Brokerage Account | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2024-10-03 | Manning & Napier Fd, High Yield Bond Series Class I via LPL Brokerage Account | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2024-10-03 | MFS Technology Fund Class I via LPL Brokerage Account | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2024-10-03 | Franklin DynaTech Fund Class Advisor via LPL Brokerage Account | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2024-10-03 | Fidelity Advisor Utilities Fund: Class I via LPL Brokerage Account | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2024-10-03 | Macquarie National High-Yield Municipal Bond Fund Institutional via LPL Brokerage Account | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2024-10-03 | Columbia Contrarian Core Fund Class I via LPL Brokerage Account | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2024-10-03 | Invesco Discovery Mid Cap Growth Fund Class Y via LPL Brokerage Account | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2024-10-03 | Fidelity Advisor Equity Growth Fund: Class I via LPL Financial SEP IRA | Purchase | Self | $1,001 – $15K | annual |
| 2024-10-03 | Putnam Core Equity Fund Class Y via LPL Financial SEP IRA | Purchase | Self | $1,001 – $15K | annual |
| 2024-10-03 | Putnam Large Cap Value Fund Class Y via LPL Financial SEP IRA | Purchase | Self | $1,001 – $15K | annual |
| 2024-10-03 | Wasatch-Hoisington U.S. Treasury Fund via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2024-10-03 | SPDR Dow Jones Industrial Average ETF via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2024-10-03 | SPDR Dow Jones Industrial Average ETF via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2024-10-03 | Putnam Large Cap Value Fund Class Y via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2024-10-03 | Putnam Core Equity Fund Class Y via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2024-10-03 | Nuveen Preferred Securities Fund - Cl R via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2024-10-03 | Franklin Utilities Fund Advisor Class via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2024-10-03 | Fidelity Advisor Corporate Bond Fund: Class I via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2024-10-03 | Fidelity Utilities Fund via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2024-10-03 | Fidelity Advisor Equity Growth Fund: Class I via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2024-10-03 | DWS RREEF Real Estate Securities Fund - Class Institutional via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2024-09-05 | Fidelity Advisor Consumer Discretionary Fund: Class I via LPL Financial SEP IRA | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-09-05 | Fidelity Advisor Consumer Discretionary Fund: Class I via LPL Brokerage Account | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2024-09-05 | DWS RREEF Real Estate Securities Fund - Class Institutional via LPL Financial SEP IRA | Purchase | Self | $1,001 – $15K | annual |
| 2024-09-05 | DWS RREEF Real Estate Securities Fund - Class Institutional via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2024-07-09 | BNY Mellon Equity Income Fund Class I via LPL Financial SEP IRA | Sale (Full) | Self | $1,001 – $15K | annual |
| 2024-07-09 | Columbia Contrarian Core Fund Class I via LPL Financial SEP IRA | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-07-09 | DWS Short Duration Fund - Class Institutional via LPL Financial SEP IRA | Sale (Full) | Self | $1,001 – $15K | annual |
| 2024-07-09 | Fidelity Advisor Industrials Fund: Class I via LPL Financial SEP IRA | Sale (Full) | Self | $1,001 – $15K | annual |
| 2024-07-09 | JPMorgan Equity Premium Income Fund Class I via LPL Financial SEP IRA | Sale (Full) | Self | $1,001 – $15K | annual |
| 2024-07-09 | Franklin DynaTech Fund Class Advisor via LPL Financial SEP IRA | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-07-09 | Putnam Global Technology Fund Y Shs via LPL Financial SEP IRA | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-07-09 | SPDR Dow Jones Industrial Average ETF via LPL Financial SEP IRA | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-07-09 | SPDR Dow Jones Industrial Average ETF via LPL Brokerage Account | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2024-07-09 | Putnam Convertible Securities Fund Class Y via LPL Brokerage Account | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2024-07-09 | Putnam Global Technology Fund Y Shs via LPL Brokerage Account | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2024-07-09 | Franklin DynaTech Fund Class Advisor via LPL Brokerage Account | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2024-07-09 | BrandywineGLOBAL High Yield Fund Class I via LPL Brokerage Account | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2024-07-09 | JPMorgan Equity Premium Income Fund Class I via LPL Brokerage Account | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2024-07-09 | Fidelity Advisor Industrials Fund: Class I via LPL Brokerage Account | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2024-07-09 | Fidelity Advisor Corporate Bond Fund: Class I via LPL Brokerage Account | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2024-07-09 | DWS Short Duration Fund - Class Institutional via LPL Brokerage Account | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2024-07-09 | Columbia Contrarian Core Fund Class I via LPL Brokerage Account | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2024-07-09 | BNY Mellon Equity Income Fund Class I via LPL Brokerage Account | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2024-07-09 | Invesco Discovery Mid Cap Growth Fund Class Y via LPL Financial SEP IRA | Purchase | Self | $1,001 – $15K | annual |
| 2024-07-09 | Fidelity Advisor Consumer Discretionary Fund: Class I via LPL Financial SEP IRA | Purchase | Self | $1,001 – $15K | annual |
| 2024-07-09 | Fidelity Advisor Utilities Fund: Class I via LPL Financial SEP IRA | Purchase | Self | $1,001 – $15K | annual |
| 2024-07-09 | Victory Pioneer International Equity Fund Class Y via LPL Financial SEP IRA | Purchase | Self | $1,001 – $15K | annual |
| 2024-07-09 | MFS Technology Fund Class I via LPL Financial SEP IRA | Purchase | Self | $1,001 – $15K | annual |
| 2024-07-09 | T. Rowe Price Financial Services Fund, Inc. via LPL Financial SEP IRA | Purchase | Self | $1,001 – $15K | annual |
| 2024-07-09 | T. Rowe Price Financial Services Fund, Inc. via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2024-07-09 | MFS Technology Fund Class I via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2024-07-09 | Victory Pioneer International Equity Fund Class Y via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2024-07-09 | PIMCO Preferred and Capital Securities Fund Class I-2 via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2024-07-09 | Manning & Napier Fd, High Yield Bond Series Class I via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2024-07-09 | Fidelity Advisor Utilities Fund: Class I via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2024-07-09 | FT Vest Laddered Buffer ETF via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2024-07-09 | Fidelity Advisor Consumer Discretionary Fund: Class I via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2024-07-09 | Macquarie National High-Yield Municipal Bond Fund Institutional via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2024-07-09 | Invesco Discovery Mid Cap Growth Fund Class Y via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2024-06-20 | Fairburn, GA Hotel via Norman Development | Sale (Full) | Self | $250K – $500K | annual |
| 2024-06-03 | Fidelity Advisor Consumer Discretionary Fund: Class I via LPL Financial SEP IRA | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-06-03 | Fidelity Advisor Consumer Discretionary Fund: Class I via LPL Brokerage Account | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2024-06-03 | Fidelity Advisor Utilities Fund: Class I via LPL Financial SEP IRA | Purchase | Self | $1,001 – $15K | annual |
| 2024-06-03 | Fidelity Advisor Utilities Fund: Class I via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2024-01-05 | DWS GNMA Fund - Class Institutional via LPL Financial SEP IRA | Sale (Full) | Self | $1,001 – $15K | annual |
| 2024-01-05 | Fidelity Advisor Technology Fund: Class I via LPL Financial SEP IRA | Sale (Full) | Self | $1,001 – $15K | annual |
| 2024-01-05 | Putnam Global Technology Fund Y Shs via LPL Financial SEP IRA | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-01-05 | SPDR Select Sector Fund - Consumer Discretionary via LPL Financial SEP IRA | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-01-05 | SPDR Select Sector Fund - Consumer Discretionary via LPL Brokerage Account | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2024-01-05 | Putnam Global Technology Fund Y Shs via LPL Brokerage Account | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2024-01-05 | Payden Emerging Markets Bond Fund via LPL Brokerage Account | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2024-01-05 | Fidelity Advisor Technology Fund: Class I via LPL Brokerage Account | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2024-01-05 | Federated Hermes Ultrashort Bond Fund IS Shares via LPL Brokerage Account | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2024-01-05 | Eaton Vance Floating Rate & High Income Fund Insti Cl via LPL Brokerage Account | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2024-01-05 | DWS GNMA Fund - Class Institutional via LPL Brokerage Account | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2024-01-05 | DWS Short Duration Fund - Class Institutional via LPL Financial SEP IRA | Purchase | Self | $1,001 – $15K | annual |
| 2024-01-05 | Fidelity Advisor Consumer Discretionary Fund: Class I via LPL Financial SEP IRA | Purchase | Self | $1,001 – $15K | annual |
| 2024-01-05 | MFS Technology Fund Class I via LPL Financial SEP IRA | Purchase | Self | $1,001 – $15K | annual |
| 2024-01-05 | SPDR Dow Jones Industrial Average ETF via LPL Financial SEP IRA | Purchase | Self | $1,001 – $15K | annual |
| 2024-01-05 | SPDR Dow Jones Industrial Average ETF via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2024-01-05 | Putnam Convertible Securities Fund Class Y via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2024-01-05 | MFS Technology Fund Class I via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2024-01-05 | BrandywineGLOBAL High Yield Fund Class I via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2024-01-05 | JPMorgan Equity Premium Income Fund Class I via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2024-01-05 | Fidelity Advisor Corporate Bond Fund: Class I via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2024-01-05 | Fidelity Advisor Consumer Discretionary Fund: Class I via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2024-01-05 | DWS Short Duration Fund - Class Institutional via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-12-01 | SPDR Select Sector Fund - Consumer Discretionary via LPL Financial SEP IRA | Purchase | Self | $1,001 – $15K | annual |
| 2023-12-01 | SPDR Select Sector Fund - Consumer Discretionary via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-10-12 | iShares U.S. Basic Materials ETF via LPL Financial SEP IRA | Sale (Full) | Self | $1,001 – $15K | annual |
| 2023-10-12 | BNY Mellon Equity Income Fund Class I via LPL Financial SEP IRA | Purchase | Self | $1,001 – $15K | annual |
| 2023-10-12 | BNY Mellon Equity Income Fund Class I via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-10-12 | American Fds, The Tax-Exempt Bond Fund of America, Class F-2 Shs via LPL Brokerage Account | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2023-07-01 | Columbia Floating Rate Fund Class I via LPL Brokerage Account | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2023-06-09 | American Funds 2020 Target Date - Class R2E via Warren Norman Company 401K Plan | Exchange | Self | $100K – $250K | annual |
| 2023-04-05 | T. Rowe Price Financial Services Fund, Inc. via LPL Financial SEP IRA | Sale (Full) | Self | $1,001 – $15K | annual |
| 2023-04-05 | SPDR Gold Trust via LPL Financial SEP IRA | Purchase | Self | $1,001 – $15K | annual |
| 2023-04-05 | Putnam Large Cap Value Fund Class Y via LPL Financial SEP IRA | Sale (Full) | Self | $1,001 – $15K | annual |
| 2023-04-05 | Putnam Large Cap Value Fund Class Y via LPL Financial SEP IRA | Sale (Full) | Self | $1,001 – $15K | annual |
| 2023-04-05 | Putnam Global Technology Fund Y Shs via LPL Financial SEP IRA | Purchase | Self | $1,001 – $15K | annual |
| 2023-04-05 | Putnam Core Equity Fund Class Y via LPL Financial SEP IRA | Purchase | Self | $1,001 – $15K | annual |
| 2023-04-05 | Northern Funds International Equity Index Portfolio via LPL Financial SEP IRA | Sale (Full) | Self | $1,001 – $15K | annual |
| 2023-04-05 | JPMorgan Government Bond Fund I Class via LPL Financial SEP IRA | Purchase | Self | $1,001 – $15K | annual |
| 2023-04-05 | JPMorgan Equity Premium Income Fund Class I via LPL Financial SEP IRA | Purchase | Self | $1,001 – $15K | annual |
| 2023-04-05 | iShares U.S. Energy ETF via LPL Financial SEP IRA | Sale (Full) | Self | $1,001 – $15K | annual |
| 2023-04-05 | iShares U.S. Basic Materials ETF via LPL Financial SEP IRA | Purchase | Self | $1,001 – $15K | annual |
| 2023-04-05 | iShares S&P Mid-Cap 400 Value ETF via LPL Financial SEP IRA | Sale (Full) | Self | $1,001 – $15K | annual |
| 2023-04-05 | Franklin DynaTech Fund Class Advisor via LPL Financial SEP IRA | Purchase | Self | $1,001 – $15K | annual |
| 2023-04-05 | Fidelity Advisor Industrials Fund: Class I via LPL Financial SEP IRA | Sale (Full) | Self | $1,001 – $15K | annual |
| 2023-04-05 | Fidelity Advisor Emerging Markets Fund: Class I via LPL Financial SEP IRA | Purchase | Self | $1,001 – $15K | annual |
| 2023-04-05 | Delaware Ivy Mid Cap Growth Fund Class I via LPL Financial SEP IRA | Sale (Full) | Self | $1,001 – $15K | annual |
| 2023-04-05 | BNY Mellon Natural Resources Fund Class I via LPL Financial SEP IRA | Sale (Full) | Self | $1,001 – $15K | annual |
| 2023-04-05 | BNY Mellon Midcap Index Fund, Inc. Class I via LPL Financial SEP IRA | Sale (Full) | Self | $1,001 – $15K | annual |
| 2023-04-05 | T. Rowe Price Financial Services Fund, Inc. via LPL Brokerage Account | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2023-04-05 | SPDR Select Sector Fund - Consumer Staples via LPL Brokerage Account | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2023-04-05 | SPDR Gold Trust via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-04-05 | SPDR Dow Jones Industrial Average ETF via LPL Brokerage Account | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2023-04-05 | Putnam Large Cap Value Fund Class Y via LPL Brokerage Account | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2023-04-05 | Putnam Global Technology Fund Y Shs via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-04-05 | Putnam Core Equity Fund Class Y via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-04-05 | Northern Funds International Equity Index Portfolio via LPL Brokerage Account | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2023-04-05 | JPMorgan Government Bond Fund I Class via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-04-05 | JPMorgan Equity Premium Income Fund Class I via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-04-05 | iShares U.S. Energy ETF via LPL Brokerage Account | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2023-04-05 | iShares U.S. Basic Materials ETF via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-04-05 | iShares S&P Mid-Cap 400 Value ETF via LPL Brokerage Account | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2023-04-05 | Franklin International Aggregate Bond ETF via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-04-05 | Franklin DynaTech Fund Class Advisor via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-04-05 | Fidelity Advisor Industrials Fund: Class I via LPL Brokerage Account | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2023-04-05 | Fidelity Advisor Emerging Markets Fund: Class I via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-04-05 | Federated Hermes Ultrashort Bond Fund IS Shares via LPL Brokerage Account | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2023-04-05 | Eaton Vance Floating Rate & High Income Fund Insti Cl via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-04-05 | Delaware Ivy Mid Cap Growth Fund Class I via LPL Brokerage Account | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2023-04-05 | Columbia Emerging Markets Bond Fund Class I via LPL Brokerage Account | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2023-04-05 | BNY Mellon Natural Resources Fund Class I via LPL Brokerage Account | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2023-04-05 | BNY Mellon Midcap Index Fund, Inc. Class I via LPL Brokerage Account | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2023-04-01 | BNY Mellon Natural Resources Fund Class I via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-03-01 | T. Rowe Price Financial Services Fund, Inc. via LPL Financial SEP IRA | Purchase | Self | $1,001 – $15K | annual |
| 2023-03-01 | SPDR Select Sector Fund - Consumer Staples via LPL Financial SEP IRA | Sale (Full) | Self | $1,001 – $15K | annual |
| 2023-03-01 | Delaware Healthcare Fund Class I via LPL Financial SEP IRA | Sale (Full) | Self | $1,001 – $15K | annual |
| 2023-03-01 | T. Rowe Price Financial Services Fund, Inc. via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-03-01 | Delaware Healthcare Fund Class I via LPL Brokerage Account | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2023-01-04 | SPDR Select Sector Fund - Consumer Staples via LPL Financial SEP IRA | Purchase | Self | $1,001 – $15K | annual |
| 2023-01-04 | SPDR Gold Trust via LPL Financial SEP IRA | Sale (Full) | Self | $1,001 – $15K | annual |
| 2023-01-04 | Putnam Core Equity Fund Class Y via LPL Financial SEP IRA | Sale (Full) | Self | $1,001 – $15K | annual |
| 2023-01-04 | Northern Funds International Equity Index Portfolio via LPL Financial SEP IRA | Purchase | Self | $1,001 – $15K | annual |
| 2023-01-04 | JPMorgan Government Bond Fund I Class via LPL Financial SEP IRA | Sale (Full) | Self | $15K – $50K | annual |
| 2023-01-04 | JPMorgan Equity Premium Income Fund Class I via LPL Financial SEP IRA | Sale (Full) | Self | $1,001 – $15K | annual |
| 2023-01-04 | iShares U.S. Energy ETF via LPL Financial SEP IRA | Purchase | Self | $1,001 – $15K | annual |
| 2023-01-04 | Fidelity Advisor Industrials Fund: Class I via LPL Financial SEP IRA | Purchase | Self | $1,001 – $15K | annual |
| 2023-01-04 | Eaton Vance Short Duration Government Income Fund - Class I via LPL Financial SEP IRA | Sale (Full) | Self | $1,001 – $15K | annual |
| 2023-01-04 | DWS GNMA Fund - Class Institutional via LPL Financial SEP IRA | Purchase | Self | $15K – $50K | annual |
| 2023-01-04 | Delaware Ivy Mid Cap Growth Fund Class I via LPL Financial SEP IRA | Purchase | Self | $1,001 – $15K | annual |
| 2023-01-04 | Delaware Healthcare Fund Class I via LPL Financial SEP IRA | Purchase | Self | $1,001 – $15K | annual |
| 2023-01-04 | BNY Mellon Natural Resources Fund Class I via LPL Financial SEP IRA | Purchase | Self | $1,001 – $15K | annual |
| 2023-01-04 | SPDR Select Sector Fund - Consumer Staples via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-01-04 | SPDR Dow Jones Industrial Average ETF via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-01-04 | SPDR Bloomberg 1-3 Month T-Bill ETF via LPL Brokerage Account | Sale (Full) | Joint | $15K – $50K | annual |
| 2023-01-04 | Putnam Large Cap Value Fund Class Y via LPL Brokerage Account | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2023-01-04 | Putnam Core Equity Fund Class Y via LPL Brokerage Account | Sale (Full) | Joint | $15K – $50K | annual |
| 2023-01-04 | Northern Funds International Equity Index Portfolio via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-01-04 | JPMorgan Equity Premium Income Fund Class I via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-01-04 | iShares U.S. Energy ETF via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-01-04 | iShares S&P Mid-Cap 400 Value ETF via LPL Brokerage Account | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2023-01-04 | Fidelity Advisor Industrials Fund: Class I via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-01-04 | Federated Hermes Ultrashort Bond Fund IS Shares via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-01-04 | Eaton Vance Short Duration Government Income Fund - Class I via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-01-04 | DWS GNMA Fund - Class Institutional via LPL Brokerage Account | Purchase | Joint | $15K – $50K | annual |
| 2023-01-04 | Delaware Ivy Mid Cap Growth Fund Class I via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-01-04 | Delaware Healthcare Fund Class I via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-01-04 | Columbia Emerging Markets Bond Fund Class I via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-01-04 | BNY Mellon Natural Resources Fund Class I via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-01-04 | BNY Mellon Midcap Index Fund, Inc. Class I via LPL Brokerage Account | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2023-01-04 | American Fds, The Tax-Exempt Bond Fund of America, Class F-2 Shs via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2022-12-23 | BNY Mellon Midcap Index Fund, Inc. Class I via LPL Brokerage Account | Purchase | Joint | $1,001 – $15K | annual |
| 2022-12-21 | American Century Select Fund Investor Class via American Century IRA | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-12-12 | Allspring Special Large Cap Value Fund via Wells Fargo IRA - SP | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-12-12 | Allspring Special Large Cap Value Fund via Wells Fargo IRA | Purchase | Self | $1,001 – $15K | annual |
| 2022-11-28 | JPMorgan Government Bond Fund Class I [HLGAX] via LPL Brokerage Account | Sale (Full) | Joint | $50K – $100K | annual |
| 2022-11-28 | iShares US Basic Materials ETF [IYM] via LPL Brokerage Account | Sale (Full) | Joint | $50K – $100K | annual |
| 2022-11-22 | SPDR Gold Trust ETF [GLD] via LPL Brokerage Account | Sale (Full) | Joint | $15K – $50K | annual |
| 2022-11-22 | SPDR Dow Jones Industrial Average ETF Trust [DIA] via LPL Brokerage Account | Sale (Full) | Joint | $15K – $50K | annual |
| 2022-11-22 | JPMorgan Equity Premium Income Fund Class I [JEPIX] via LPL Brokerage Account | Sale (Full) | Joint | $15K – $50K | annual |
| 2022-11-22 | iShares 1-3 Year Treasury Bond ETF [SHY] via LPL Brokerage Account | Sale (Full) | Joint | $15K – $50K | annual |
| 2022-11-22 | Eaton Vance Short Duration Government Income Fund Class I [EILDX] via LPL Brokerage Account | Sale (Full) | Joint | $50K – $100K | annual |
| 2022-11-22 | DWS Short Duration Fund - Class Inst [PPILX] via LPL Brokerage Account | Sale (Full) | Joint | $15K – $50K | annual |
| 2022-11-22 | AT&T Inc. via LPL Brokerage Account | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2022-11-22 | AT&T Inc. via LPL Brokerage Account | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2022-11-01 | 277A Radiator Rd via First Land Company | Sale (Full) | Self | $15K – $50K | annual |
| 2022-11-01 | 121 Radiator Rd via First Land Company | Sale (Full) | Self | $100K – $250K | annual |
| 2022-10-06 | Putnam Small Cap Value Fund Class Y [PYSVX] via LPL Financial SEP IRA | Sale (Full) | Self | $1,001 – $15K | annual |
| 2022-10-06 | Putnam Core Equity Fund Class Y [PMYYX] via LPL Financial SEP IRA | Purchase | Self | $1,001 – $15K | annual |
| 2022-10-06 | MFS Mid Cap Value Fund Class I [MCVIX] via LPL Financial SEP IRA | Sale (Full) | Self | $1,001 – $15K | annual |
| 2022-10-06 | JPMorgan Government Bond Fund Class I [HLGAX] via LPL Financial SEP IRA | Purchase | Self | $15K – $50K | annual |
| 2022-10-06 | JPMorgan Equity Premium Income Fund Class I [JEPIX] via LPL Financial SEP IRA | Sale (Full) | Self | $1,001 – $15K | annual |
| 2022-10-06 | iShares S&P Mid-Cap 400 Value ETF [IJJ] via LPL Financial SEP IRA | Purchase | Self | $1,001 – $15K | annual |
| 2022-10-06 | Fidelity Advisor® Utilities Fund Class I [FUGIX] via LPL Financial SEP IRA | Sale (Full) | Self | $1,001 – $15K | annual |
| 2022-10-06 | Fidelity Advisor® Energy Fund Class I [FANIX] via LPL Financial SEP IRA | Sale (Full) | Self | $1,001 – $15K | annual |
| 2022-10-06 | Eaton Vance Short Duration Government Income Fund Class I [EILDX] via LPL Financial SEP IRA | Sale (Full) | Self | $1,001 – $15K | annual |
| 2022-10-06 | DWS Short Duration Fund - Class Inst [PPILX] via LPL Financial SEP IRA | Sale (Full) | Self | $1,001 – $15K | annual |
| 2022-10-06 | Delaware Healthcare Fund Class I [DLHIX] via LPL Financial SEP IRA | Sale (Full) | Self | $1,001 – $15K | annual |
| 2022-10-06 | Consumer Staples Select Sector SPDR Fund [XLP] via LPL Financial SEP IRA | Sale (Full) | Self | $1,001 – $15K | annual |
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.
- Staff pay
- Travel
- Offices: rent, phones, utilities
- Mail and printing
- Everything else
The numbers
| Quarter | Staff pay | Travel | Offices: rent, phones, utilities | Mail and printing | Everything else | Total |
|---|---|---|---|---|---|---|
| Q2 '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).
All 47
| Name | Title | Paid | Quarters |
|---|---|---|---|
| Merline Darcy J. | Legislative Director · Chief of Staff | $171,738 | 4 |
| Mott Joseph E. | Chief of Staff | $114,192 | 3 |
| Hicklin Catherine R. | Deputy Chief of Staff - Casewo | $98,437 | 4 |
| Lyczek Sophie E. | Press Secretary · Communications Director | $87,020 | 4 |
| Gresham Mackenzie C. | Caseworker | $86,617 | 4 |
| Gault William F. | Field Representative · Outreach Director | $80,958 | 4 |
| Young Julianne M. | Legislative Assistant · Legislative Director | $80,692 | 4 |
| Allen Leslie A. | Caseworker | $78,862 | 4 |
| Humphries Christie D. | Caseworker | $75,143 | 4 |
| Lawson Isaac T. | Legislative Assistant · Senior Policy Advisor | $73,754 | 4 |
| Singleton Hannah M. | Scheduler · Director of Operations | $72,988 | 4 |
| Rabon Griffin M. | Legislative Correspondent · Legislative Aide | $69,625 | 4 |
| Barry Cally M. | Senior Advisor & Communication | $54,889 | 2 |
| Olohan Janey C. | Press Assistant | $40,417 | 3 |
| Greer IV William H. | Staff Assistant | $30,231 | 3 |
| Kresse Carol S. | Shared Employee | $28,860 | 4 |
| Espinoza Sophie C. | Shared Staff · Part-time Employee | $25,300 | 4 |
| Adickes Barry S. | Part-time Employee | $24,123 | 4 |
| Schmitt Karen A. | Part-time Employee | $20,413 | 4 |
| Threatt Carter | Paid Intern - House Program · Temporary Employee · Staff Assistant | $18,669 | 3 |
| Edgar Joseph C. | Staff Assistant | $8,056 | 1 |
| Pizzo Jessica R. | Staff Assistant | $4,306 | 2 |
| Carr Sara J. | Paid Intern - House Program | $3,800 | 2 |
| Sangodina Amir A. | Paid Intern - House Program | $3,767 | 2 |
| Haber Thomas A. | Paid Intern - House Program · Staff Assistant/legislative Co | $3,167 | 1 |
| Ranaghan Emily I. | Paid Intern - House Program | $3,133 | 2 |
| Berente Terese E. | Paid Intern - House Program | $2,850 | 2 |
| Duberstein Rebecca M. | Shared Employee | $2,500 | 1 |
| Dailey Joseph J. | Paid Intern - House Program · Press Assistant | $2,433 | 1 |
| Livingston Austin D. | Part-time Employee | $2,222 | 1 |
| Meisenhelter Grace A. | Paid Intern - House Program | $1,176 | 1 |
| BYRD Benjamin | Paid Intern - House Program | $1,083 | 1 |
| Bell Anne M. | Paid Intern - House Program | $1,033 | 1 |
| Staples Bradley J. | Paid Intern - House Program | $583 | 1 |
| Leonard Madeline | Paid Intern - House Program | $533 | 1 |
| Callis Daphne B. | Paid Intern - House Program | $500 | 1 |
| Tashjian Lily A. | Paid Intern - House Program | $417 | 1 |
| Hull Henley I. | Paid Intern - House Program | $417 | 1 |
| Maloney Declan F. | Paid Intern - House Program | $383 | 1 |
| Grow Owen | Paid Intern - House Program | $383 | 1 |
| Brakefield Neely | Paid Intern - House Program | $383 | 1 |
| Venn Clare E. | Paid Intern - House Program | $350 | 1 |
| Terribile Michael | Paid Intern - House Program | $267 | 1 |
| Spurgin Sophie | Paid Intern - House Program | $150 | 1 |
| Lowrey Paige | Paid Intern - House Program | $33 | 1 |
| Ketchum Mae R. | Paid Intern - House Program | $33 | 1 |
| Bishay William A. | Paid Intern - House Program | $33 | 1 |
Private funds
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.
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 |
|---|---|---|---|---|---|---|---|---|---|
| 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
- 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
- Sold AT&T Inc. (T) 2022-11-22 · $1,001 – $15K · -0.5% against the market in 30 days, -0.8% in 90
- 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
- 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.
| Filed | Report | Entries |
|---|---|---|
| Aug 13, 2026 | Annual Report for 2025 | 70 |
| Apr 9, 2026 | Extension for 2025 | — |
| Aug 13, 2025 | Annual Report for 2024 | 116 |
| Apr 28, 2025 | Extension for 2024 | — |
| Aug 13, 2024 | Annual Report (amendment) for 2021 | 110 |
| Aug 13, 2024 | Annual Report (amendment) for 2022 | 203 |
| Aug 13, 2024 | Annual Report for 2023 | 85 |
| Apr 29, 2024 | Extension for 2023 | — |
| Aug 13, 2023 | Annual Report for 2022 | 199 |
| Apr 27, 2023 | Extension for 2022 | — |
| Aug 13, 2022 | Annual Report for 2021 | 58 |
| May 9, 2022 | Extension 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 filed | Trade date | Asset | Problem | Since |
|---|---|---|---|---|
| Aug 13, 2025 | 2025-10-03 | DWS RREEF Real Estate Securities Fund - Class Institutional (RRRRX) | Dated after the report was filed | Never amended |