Marie Newman D

Democratic representative for Illinois (IL-3) (former), in the House since Jan 3, 2021.

Among all 440 members

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

Raised

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

Votes with their party

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

Missed votes

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

Lobbyists' giving

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

Money from out of state

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

Bills sponsored

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

Voting record

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

Where their campaign money comes from

Individuals
PACs
Parties
Candidate's own money
Other

2023–24

2021–22

$1.6M

See the data

Period	Raised	Individuals	PACs	Parties	Own money	Spent	Cash	Outside for	Outside against
2023–24	$0	$0	$0	$0	$0	$0	$0	$0	$0
2021–22	$1,587,958	$1,332,675	$238,201	$0	$1,000	$1,690,798	$0	$60	$502,885

FEC totals through Jun 26, 2023.

Who gives to them

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

From Illinois
From out of state

2021–22

$611K

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 SCHMIDT FAMILY FOUNDATION

$5,800

PELOTON INTERACTIVE INC

$5,800

NORTHLANE CAPITAL PARTNERS

$5,800

NEWSWEB CORPORATION

$5,800

LATHAM & WARKINS LLP

$5,800

JREI

$5,800

ILLINOIS CHILDREN S HEALTHCARE FOUNDAT

$5,800

CHICAGO CUBS

$5,800

CARS

$5,800

ARISTA NETWORKS INC

$5,800

PEDIATRIC HEALTH ASSOCIATES

$5,600

S&M AUTO

$4,900

The largest donors, and the numbers

Period	Itemized	Contributions	From IL	Retired donors
2021–22	$610,916	1,478	63%	8%

Donor	Where	Employer, occupation	Total
BUSHNER, IAN N.	HINSDALE, IL	LATHAM & WARKINS LLP, ATTORNEY	$8,700
HEDGES, JOHN	SCHILLER PARK, IL	SELF, BUSINESS	$6,000
ALDERMAN, HEATHER	LA GRANGE, IL	ILLINOIS CHILDREN'S HEALTHCARE FOUNDAT, PRESIDENT	$5,800
BEEUWKES, NANCY	CONCORD, MA	NOT EMPLOYED, RETIRED	$5,800
DISNEY, TIMOTHY	ENCINO, CA	SELF, WRITER	$5,800
DUDA, KENNETH	MENLO PARK, CA	ARISTA NETWORKS INC., SOFTWARE ENGINEERING	$5,800
EYCHANER, FRED	CHICAGO, IL	NEWSWEB CORPORATION, PRESIDENT	$5,800
HARRIS, WILLIAM	MIAMI BEACH, FL	NOT EMPLOYED, NOT EMPLOYED	$5,800
JORDAN, WAYNE	OAKLAND, CA	JREI, SELF-EMPLOYED	$5,800
KUSHI, HISAO	SANTA MONICA, CA	PELOTON INTERACTIVE INC., CO-FOUNDER AND CHIEF LEGAL AND CULTURE	$5,800
RICKETTS, BROOKE	WILMETTE, IL	CARS, TECHNOLOGY	$5,800
RICKETTS, LAURA	WILMETTE, IL	CHICAGO CUBS, CO-OWNER	$5,800
SCHMIDT, WENDY	PALO ALTO, CA	THE SCHMIDT FAMILY FOUNDATION, PRESIDENT	$5,800
SCHULER, MARY JO G.	OAK PARK, IL	SELF, PHILANTHROPIST AND BUSINESS OWNER	$5,800
STEINGLASS, DAVID	WASHINGTON, DC	NORTHLANE CAPITAL PARTNERS, FINANCE	$5,800
STEINGLASS, ELIZABETH	WASHINGTON, DC	SELF-EMPLOYED, WRITER	$5,800
HAZIM, IBRAHIM K.	PALOS HILLS, IL	S&M AUTO, SALES MANAGER	$4,900
ABDALLAH, MOHAMMED I.	PALOS PARK, IL	FUEL LINE, CEO	$3,900
ABERLY, NAOMI	BOSTON, MA	NOT EMPLOYED, NOT EMPLOYED	$3,000
ABUATWAN, MOHAMMAD	OAK FOREST, IL	NOT EMPLOYED, NOT EMPLOYED	$2,900
AHMAD, NAZEH	PALOS PARK, IL	EAGLE SPORTS RANGE, RETAIL	$2,900
AHMAD, OMAR	PALOS PARK, IL	AHMAD PROPERTIES, REALESTATE	$2,900
AKHTER, JAVEED	OAK BROOK, IL	ADVOCATE HEALTH, PHYSICIAN	$2,900
ATKINSON, JOHN SOLANA	BURR RIDGE, IL	MARSH, EXECUTIVE	$2,900
BAHR, ANNA	LOS ANGELES, CA	CITY OF LOS ANGELES, SPEECHWRITER	$2,900

Their biggest PAC and party givers

SMART TD

$10K

USW WORKS

$5,000

INT'L UNION UNITED AUTOMOBILE AEROSPACE & AGRICULTURAL IMPLEMENT WORKERS OF AMERICA UAW

$5,000

SERVICE EMPLOYEES INTERNATIONAL UNION

$5,000

ROOTED IN COMMUNITY LEADERSHIP PAC

$5,000

PROGRESSIVE TURNOUT PROJECT

$5,000

OFFICE AND PROFESSIONAL EMPLOYEES INTERNATIONAL UNION (OPEIU) JB MOSS VOICE OF THE ELECTORATE (VOTE)

$5,000

MEDICARE FOR ALL

$5,000

INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS

$5,000

LABORERS' INTERNATIONAL UNION OF NORTH AMERICA

$5,000

All 25

Committee	Connected organization	Total	Gifts
SMART TD PAC	SMART TD	$10,000	5
UNITED STEELWORKERS POLITICAL ACTION FUND	USW WORKS	$5,000	1
UAW - V - CAP (UAW VOLUNTARY COMMUNITY ACTION PROGRAM) 'INT'L UNION UNITED AUTOMOBILE AEROSPACE & AGRICULTURAL IMPLEMENT WORKERS OF AMERICA UAW	INT'L UNION UNITED AUTOMOBILE AEROSPACE & AGRICULTURAL IMPLEMENT WORKERS OF AMERICA UAW	$5,000	2
SEIU COPE (SERVICE EMPLOYEES INTERNATIONAL UNION COMMITTEE ON POLITICAL EDUCATION)	SERVICE EMPLOYEES INTERNATIONAL UNION	$5,000	1
ROOTED IN COMMUNITY LEADERSHIP PAC		$5,000	1
PROGRESSIVE TURNOUT PROJECT		$5,000	1
OFFICE AND PROFESSIONAL EMPLOYEES INTERNATIONAL UNION (OPEIU) JB MOSS VOICE OF THE ELECTORATE (VOTE)		$5,000	1
MEDICARE FOR ALL		$5,000	1
MACHINISTS NON PARTISAN POLITICAL LEAGUE OF THE INTERNATIONAL ASSOCIATION OF MACHINISTS & AEROSPACE WORKERS	INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS	$5,000	1
LABORERS' INTERNATIONAL UNION OF NORTH AMERICA (LIUNA) PAC	LABORERS' INTERNATIONAL UNION OF NORTH AMERICA	$5,000	2
JUSTICE DEMOCRATS PAC	NONE	$5,000	1
INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES POLITICAL ACTION TOGETHER POLITICAL COMMITTEE	INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES	$5,000	2
INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 150 POLITICAL ACTION COMMITTEE	INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 150	$5,000	1
INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS POLITICAL ACTION COMMITTEE		$5,000	3
INSPIRING LEADERSHIP HAS A NAME PAC		$5,000	1
INDIVISIBLE ACTION	NONE	$5,000	5
ILLINOIS POLITICAL ACTIVE LETTER CARRIERS	ILLINOIS POLITICAL ACTIVE LETTER CARRIERS	$5,000	4
EMILY'S LIST	WOMEN VOTE!	$5,000	1
CONGRESSIONAL PROGRESSIVE CAUCUS PAC		$5,000	1
CARPENTERS LEGISLATIVE IMPROVEMENT COMMITTEE UNITED BROTHERHOOD OF CARPENTERS AND JOINERS	UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA	$5,000	1
AMERIPAC: THE FUND FOR A GREATER AMERICA	HOYER	$5,000	1
AMERICAN FEDERATION OF TEACHERS, AFL-CIO COMMITTEE ON POLITICAL EDUCATION		$5,000	1
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES P E O P L E	DISTRICT COUNCIL 37, AFSCME PUBLIC EMPLOYEES ORGANIZED FOR POL & LEG EQUALITY	$5,000	3
AMALGAMATED TRANSIT UNION - COPE	AMALGAMATED TRANSIT UNION	$5,000	1
COMMUNICATIONS WORKERS OF AMERICA - COPE POLITICAL CONTRIBUTIONS COMMITTEE	COMMUNICATIONS WORKERS OF AMERICA	$4,500	4

Outside spending for and against them

Against them
For them

All of it

$503K

Who spent it

DMFI PAC

$503K

THE PEOPLE UNITED PAC

$50

SIERRA CLUB INDEPENDENT ACTION

$10

See the data

Spender	For or against	Total	Reports
DMFI PAC	against	$502,885	7
THE PEOPLE UNITED PAC	for	$50	1
SIERRA CLUB INDEPENDENT ACTION	for	$10	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).

UNITED ASSN OF JOURNEYMEN & APPRENTICES OF THE PLUMBING & PIPEFITTING INDUSTRY

$15K

INT'L ASS'N OF SHEET METAL, AIR, RAIL & TRANSP. WORKERS, TRANSP. DIV.

$11K

COMMUNICATIONS WORKERS OF AMERICA

$7,500

AMERICAN FEDERATION OF STATE, COUNTY AND MUNICIPAL EMPLOYEES

$7,500

BARNES & THORNBURG, LLP

$7,000

BROTHERHOOD OF LOCOMOTIVE ENGINEERS AND TRAINMEN

$5,500

UNITED STEEL, PAPER & FORESTRY, RUBBER, MANUFACTURING, ENERGY

$5,000

UNITED AUTOMOBILE, AEROSPACE & AGRICULTURAL IMPLEMENT WORKERS

$5,000

SERVICE EMPLOYEES INTERNATIONAL UNION CTW-CLC

$5,000

LABORERS' INTERNATIONAL UNION OF NORTH AMERICA

$5,000

All 25

Registrant	Total	Items	First	Latest
UNITED ASSN OF JOURNEYMEN & APPRENTICES OF THE PLUMBING & PIPEFITTING INDUSTRY	$15,000	3	Jul 19, 2021	Jul 19, 2021
INT'L ASS'N OF SHEET METAL, AIR, RAIL & TRANSP. WORKERS, TRANSP. DIV.	$10,500	6	Jan 28, 2021	Sep 23, 2021
COMMUNICATIONS WORKERS OF AMERICA	$7,500	6	Feb 22, 2021	Oct 20, 2023
AMERICAN FEDERATION OF STATE, COUNTY AND MUNICIPAL EMPLOYEES	$7,500	2	Jun 2, 2021	Dec 15, 2021
BARNES & THORNBURG, LLP	$7,000	11	Mar 4, 2021	Mar 31, 2022
BROTHERHOOD OF LOCOMOTIVE ENGINEERS AND TRAINMEN	$5,500	4	Mar 1, 2021	Jun 2, 2022
UNITED STEEL, PAPER & FORESTRY, RUBBER, MANUFACTURING, ENERGY	$5,000	1	Jul 13, 2021	Jul 13, 2021
UNITED AUTOMOBILE, AEROSPACE & AGRICULTURAL IMPLEMENT WORKERS	$5,000	2	Feb 17, 2021	Jun 10, 2021
SERVICE EMPLOYEES INTERNATIONAL UNION CTW-CLC	$5,000	1	Jun 9, 2021	Jun 9, 2021
LABORERS' INTERNATIONAL UNION OF NORTH AMERICA	$5,000	2	Mar 22, 2021	Jan 26, 2022
INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES	$5,000	2	Feb 17, 2021	Dec 15, 2021
AMERICAN FEDERATION OF TEACHERS	$5,000	1	Mar 19, 2021	Mar 19, 2021
AMALGAMATED TRANSIT UNION	$5,000	1	Oct 22, 2021	Oct 22, 2021
NATIONAL NURSES UNITED	$3,000	2	Oct 27, 2021	Oct 27, 2021
SMITH GARSON	$2,900	1	Dec 8, 2021	Dec 8, 2021
TAI GINSBERG & ASSOCIATES, LLC	$2,750	5	Mar 22, 2021	Jun 22, 2022
REPRODUCTIVE FREEDOM FOR ALL	$2,500	1	Oct 27, 2021	Oct 27, 2021
NATIONAL ASSOCIATION OF SPINE SPECIALISTS	$2,500	1	Nov 17, 2021	Nov 17, 2021
INTERNATIONAL BROTHERHOOD OF TEAMSTERS	$2,500	1	Mar 23, 2021	Mar 23, 2021
INTERNATIONAL ASSOCIATION OF SHEET METAL, AIR, RAIL & TRANSPORTATION WORKERS	$2,500	1	Mar 8, 2021	Mar 8, 2021
INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS	$2,500	1	May 13, 2021	May 13, 2021
HUMAN RIGHTS CAMPAIGN	$2,500	1	Sep 27, 2021	Sep 27, 2021
THE AMERICAN COUNCIL OF ENGINEERING COMPANIES	$2,000	2	May 28, 2021	Jan 19, 2022
SMALL BUSINESS INVESTOR ALLIANCE	$2,000	1	Nov 18, 2021	Nov 18, 2021
NATIONAL EDUCATION ASSOCIATION	$2,000	2	Sep 1, 2021	Mar 8, 2022

Earmarks they asked for

Congressionally directed spending enacted at their request, alone or with others: 24 earmarks, $27.6M. 3 went to an organization whose employees gave to Newman's campaigns ($1.5M).

To an organization whose employees gave to them
To one whose lobbying firm's lobbyists gave to them
Other earmarks

FY 2023

$23.5M

FY 2022

$4.1M

Against chance: set beside the earmarks other members of their state's delegation asked for on their own, in the same year and account, 3 of the 23 of theirs went to their donors' employers; chance gives about 2: about what chance gives (a little more, within chance).

The largest

Orland Park 143rd Street Widening (West Avenue to Southwest Highway)

Department of Transportation

$7.0M

Cook County

Army Corps of Engineers

$4.0M

Roberts Road Drainage Improvements City of Palos Hills

Department of Homeland Security

$3.6M

Advocate Health and Hospitals Corporation

Department of Health and Human Services

$2.9M

Mosque Foundation Community Center Facility Improvement and Expansion Project The Mosque Foundation

Department of Housing and Urban Development

$1.5M

Worry Free Community

Department of Health and Human Services

$1.0M

Chicago Public Schools

2 earmarks · Department of Education · its employees gave $400

$1.0M

Thresholds

Department of Health and Human Services

$1.0M

Pace 95th Street Transit Signal Priority Pace - Suburban Bus Division

Department of Transportation

$840K

Lewis University Airport Safety Enhancements (LOT)

Department of Transportation

$680K

All 24

Year	Recipient	Amount	Asked with	Its employees gave them
FY 2023	Orland Park 143rd Street Widening (West Avenue to Southwest Highway) Department of Transportation · Highway Infrastructure Programs · IL	$7,000,000
FY 2023	Cook County Cook County, IL U.S. Army Corps of Engineers Army Corps of Engineers · Construction · IL	$4,000,000	Kelly
FY 2023	Roberts Road Drainage Improvements City of Palos Hills Department of Homeland Security · Federal Assistance - PDM · IL	$3,558,960
FY 2023	Advocate Health and Hospitals Corporation Advocate Health and Hospitals Corporation, Downers Grove, IL for facilities and equipment Department of Health and Human Services · Health Resources and Services Administration · IL	$2,940,000
FY 2023	Mosque Foundation Community Center Facility Improvement and Expansion Project The Mosque Foundation Department of Housing and Urban Development · Community Development Fund · IL	$1,500,000
FY 2023	Worry Free Community Worry Free Community, Glendale Heights, IL for facilities and equipment Department of Health and Human Services · Health Resources and Services Administration · IL	$1,000,000
FY 2023	Pace 95th Street Transit Signal Priority Pace - Suburban Bus Division Department of Transportation · Transit Infrastructure Grants · IL	$840,000
FY 2023	Next Steps of O’Connor Foundation dba Next Steps Chicago Next Steps of O’Connor Foundation dba Next Steps Chicago, Chicago, IL for facilities and equipment Department of Health and Human Services · Health Resources and Services Administration · IL	$645,695
FY 2023	Chicago Public Schools Chicago Public Schools, Chicago, IL for arts education, including equipment and supplies Department of Education · Elementary and Secondary Education · IL	$500,000		$400, 2 donors
FY 2023	The Bridge Teen Center The Bridge Teen Center, Orland Park, IL for afterschool programs Department of Education · Elementary and Secondary Education · IL	$500,000
FY 2023	Moraine Valley Community College Moraine Valley Community College, Palos Hills, IL for non-destructive testing training, including equipment Department of Education · Higher Education · IL	$500,000		$25, 1 donor
FY 2023	Southwest Chicago Cultivate Collective Sustainability Hub Cultivate Collective Department of Housing and Urban Development · Community Development Fund · IL	$250,000
FY 2023	Saint Xavier University Saint Xavier University, Chicago, IL for facilities and equipment Department of Health and Human Services · Health Resources and Services Administration · IL	$106,885
FY 2023	Pathlights Human Services Pathlights Human Services, Palos Heights, IL for expanding access to and delivery of meals for seniors Department of Health and Human Services · Administration for Community Living · IL	$100,000
FY 2023	UCAN UCAN, Chicago, IL for behavioral health and supportive services for youth, including equipment Department of Health and Human Services · Substance Use and Mental Health Services Administration · IL	$95,000
FY 2022	Thresholds Thresholds, Chicago, IL for facilities and equipment Department of Health and Human Services · Health Resources and Services Administration (HRSA) · IL	$1,000,000
FY 2022	Lewis University Airport Safety Enhancements (LOT) Department of Transportation · Grants-in-Aid for Airports · IL	$680,000
FY 2022	City of Hickory Hills for Sanitary Sewer Improvements Environmental Protection Agency · State and Tribal Assistance Grants - Clean Water SRF · IL	$640,000
FY 2022	Chicago Public Schools Chicago Public Schools, Chicago, IL for arts and STEM education Department of Education · Elementary & Secondary Education · IL	$500,000		$400, 2 donors
FY 2022	Latino Organization of the Southwest Latino Organization of the Southwest, Chicago, IL for a teen support program, including equipment and technology Department of Health and Human Services · Substance Abuse and Mental Health Services Administration (SAMHSA) · IL	$500,000
FY 2022	Summit Community Center Catholic Charities of the Archdiocese of Chicago Department of Housing and Urban Development · Community Development Fund · IL	$500,000
FY 2022	Advocate Health and Hospitals Corporation dba Advocate Christ Medical Center Advocate Health and Hospitals Corporation dba Advocate Christ Medical Center, Oak Lawn, IL for facilities and equipment Department of Health and Human Services · Health Resources and Services Administration (HRSA) · IL	$150,000
FY 2022	36Squared Business Incubator 36Squared Business Incubator 36Squared Business Incubator 36Squared Business Incubator, Chicago, IL Small Business Administration · Salaries and Expenses · IL	$80,000
FY 2022	Children's Museum Children's Museum, Oak Lawn, IL for the Wee Ones program Department of Education · Elementary & Secondary Education · IL	$50,000

Fiscal years 2022–24 from GAO's Tracking the Funds data; 2026 from the House Appropriations Committee's tables. Matched to donors' employers and lobbying clients by name only; an employer's gifts are those in two-year periods up to the earmark's year, shown on each of its earmarks.

How they've voted lately

Nothing on record.

What they sponsor bills about

117th Congress: 21 sponsored, 0 became law

Commerce

Transportation and Public Works

Taxation

Labor and Employment

Health

Education

Civil Rights and Liberties, Minority Issues

Armed Forces and National Security

Their bills

Bill	Latest action
H.Res. 1488 Supporting the goals and principles of Transgender Day of Remembrance by recognizing the epidemic of violence toward tra	Nov 17, 2022 Referred to the House Committee on the Judiciary.
H.R. 9138 Main Street Competes Act	Oct 4, 2022 Referred to the House Committee on Small Business.
H.R. 7921 Trauma Informed Practices for Workforce Development Act	May 31, 2022 Referred to the House Committee on Education and Labor.
H.R. 7219 GROW SISPS Act	Mar 24, 2022 Referred to the House Committee on Education and Labor.
H.R. 7167 Matt Haller EtO Awareness Act	Mar 21, 2022 Referred to the Subcommittee on Health.
H.R. 6849 Supporting All Veteran Families Act	Mar 28, 2022 Referred to the Subcommittee on Disability Assistance and Memorial Affairs.
H.Res. 814 Supporting the goals and principles of Transgender Day of Remembrance of memorializing the lives lost this year to antit	Nov 1, 2022 Referred to the Subcommittee on Crime, Terrorism, and Homeland Security.
H.R. 5879 Hubzone Price Evaluation Preference Clarification Act of 2021	Jun 9, 2022 Received in the Senate and Read twice and referred to the Committee on Small Business and Entrepreneurship.
H.R. 5531 Supporting Older Workers Act	Oct 8, 2021 Referred to the House Committee on Education and Labor.
H.Res. 642 Expressing support for recognition of September 14, 2021, as the "National Latino Small Business Day".	Sep 14, 2021 Referred to the House Committee on Oversight and Reform.
H.R. 5235 Student Mental Health Helpline Act of 2021	Sep 13, 2021 Referred to the Subcommittee on Health.
H.R. 5026 Panama Canal Zone Veterans Act of 2021	Sep 9, 2021 Referred to the Subcommittee on Disability Assistance and Memorial Affairs.
H.R. 4843 Assisting School Mental Health Professionals Through Work Study Act of 2021	Jul 29, 2021 Referred to the House Committee on Education and Labor.
H.R. 4844 504 Program Level Flexibility Act	Jul 29, 2021 Referred to the House Committee on Small Business.
H.R. 4182 Extinction Crisis Emergency Act of 2021	Jul 24, 2021 Referred to the Subcommittee on Water, Oceans, and Wildlife.
H.R. 3725 REST Act	Jun 4, 2021 Referred to the House Committee on Ways and Means.
H.R. 3726 To amend title 49, United States Code, to establish a Center of Excellence to advance rail research and development.	Jun 7, 2021 Referred to the Subcommittee on Railroads, Pipelines, and Hazardous Materials.
H.R. 3317 ASAP Act of 2021	Jun 15, 2021 Sponsor introductory remarks on measure. (CR H2802)
H.R. 2449 To amend the CARES Act to extend the waiver of matching funds requirement under the women's business center program.	Apr 12, 2021 Referred to the House Committee on Small Business.
H.R. 2450 To amend the Internal Revenue Code of 1986 to except certain individuals from the 80 percent taxable income limitation o	Apr 12, 2021 Referred to the House Committee on Ways and Means.
H.R. 2451 America's Clean Future Fund Act	Apr 13, 2021 Referred to the Subcommittee on Energy.

Congress	Sponsored	Became law	Cosponsored
117th	21	0	660

Holdings and trades

$1.6M – $5.3Mnet worth, 2023 report

310trades on their reports

75 of 213trades reported after 45 days

34 daystypical time to report a trade

0reports filed on paper

1filing extensions

Net worth, year by year

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

Largest holdings, 2023 report

Cash

Bank Deposit · Joint

$250K+

Fundrise

Corporate Securities · Spouse

$250K+

Northwestern Mutual Life Insurance

Life Insurance · Self

$250K+

BMO Harris Interest Gold Checking Account

Bank Deposit · Spouse

$100K+

Cash

Retirement Plans · Spouse

$100K+

Cash

Retirement Plans · Spouse

$100K+

SPDR S & P 500

Mutual Funds · Spouse

$100K+

Vanguard Growth and Income

Mutual Funds · Spouse

$100K+

Invesco QQQ

Mutual Funds · Joint

$50K+

SPDR S & P 500 ETF

Mutual Funds · Joint

$50K+

Northwestern Mutual Life Insurance

Life Insurance · Spouse

$50K+

Northwestern Mutual Life Insurance

Life Insurance · Spouse

$50K+

Their 25 largest holdings, as a table

Asset	Kind	Owner	Value	Income
Cash	Bank Deposit	Joint	$250K – $500K	Dividends: $2,501 – $5,000
Fundrise	Corporate Securities	Spouse	$250K – $500K	Dividends: $5,001 – $15K
Northwestern Mutual Life Insurance	Life Insurance	Self	$250K – $500K	None: —
BMO Harris Interest Gold Checking Account	Bank Deposit	Spouse	$100K – $250K	None: —
Cash	Retirement Plans	Spouse	$100K – $250K	Tax-Deferred: —
Cash	Retirement Plans	Spouse	$100K – $250K	Tax-Deferred: —
SPDR S & P 500	Mutual Funds	Spouse	$100K – $250K	Tax-Deferred: —
Vanguard Growth and Income	Mutual Funds	Spouse	$100K – $250K	Tax-Deferred: —
Invesco QQQ	Mutual Funds	Joint	$50K – $100K	Dividends: $201 – $1,000
SPDR S & P 500 ETF	Mutual Funds	Joint	$50K – $100K	Dividends: $201 – $1,000
Northwestern Mutual Life Insurance	Life Insurance	Spouse	$50K – $100K	None: —
Northwestern Mutual Life Insurance	Life Insurance	Spouse	$50K – $100K	None: —
Fidelity Freedom 2030 Fund	Mutual Funds	Self	$50K – $100K	Tax-Deferred: —
Invesco QQQ	Mutual Funds	Spouse	$50K – $100K	Tax-Deferred: —
SPDR Dow Jones	Mutual Funds	Spouse	$50K – $100K	Tax-Deferred: —
Acorn Moderately Aggressive Fund	Mutual Funds	Spouse	$15K – $50K	Capital Gains: $0 – $0
BMO Harris Everyday Checking Account	Bank Deposit	Self	$15K – $50K	None: —
Glenmede Quant US Large	Mutual Funds	Joint	$15K – $50K	Dividends: $0 – $0
The Consumer Staples Select Sector SPDR Fund	Mutual Funds	Joint	$15K – $50K	Dividends: $201 – $1,000
SPDR S & P 500 ETF	Mutual Funds	Spouse	$15K – $50K	Tax-Deferred: —
Northwestern Mutual Life Insurance	Life Insurance	Spouse	$15K – $50K	None: —
Northwestern Mutual Life Insurance	Life Insurance	Spouse	$15K – $50K	None: —
Amazon.com, Inc.	Corporate Securities	Spouse	$15K – $50K	Tax-Deferred: —
Artisan International Fund Investor Class	Mutual Funds	Self	$15K – $50K	Tax-Deferred: —
Best Buy Co., Inc.	Corporate Securities	Spouse	$15K – $50K	Tax-Deferred: —

Trades, month by month

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

Purchases
Sales

What they trade most

Tesla, Inc. (TSLA)

2021–2021 · $515K – $1.2M

25 trades

Coinbase Global, Inc. - Class A (COIN)

2021–2022 · $208K – $720K

19 trades

Chewy, Inc. Class A (CHWY)

2021–2021 · $74K – $410K

18 trades

Netflix, Inc. (NFLX)

2021–2021 · $508K – $1.2M

17 trades

FedEx Corporation (FDX)

2021–2021 · $231K – $715K

14 trades

Zoom Video Communications, Inc. - Class A (ZM)

2021–2022 · $131K – $440K

12 trades

Apple Inc. (AAPL)

2021–2021 · $124K – $460K

12 trades

Wayfair Inc. Class A (W)

2021–2021 · $123K – $445K

11 trades

Moderna, Inc. (MRNA)

2021–2021 · $52K – $255K

10 trades

Peloton Interactive, Inc. (PTON)

2021–2021 · $23K – $170K

9 trades

Their latest 300 of 310 trades

Date	Asset	Trade	Owner	Amount	Days to report
2022-11-21	Coinbase Global, Inc. - Class A via Charles Schwab JT TEN	Sale (Full)	Joint	$1,001 – $15K	32
2022-08-15	Figo Pet Insurance	Sale (Partial)	Spouse	$1,001 – $15K	annual
2022-02-08	Coinbase Global, Inc. - Class A via Rollover IRA	Sale (Full)	Spouse	$1,001 – $15K	annual
2022-02-08	Activision Blizzard, Inc via Rollover IRA	Sale (Full)	Spouse	$1,001 – $15K	annual
2022-02-08	Activision Blizzard, Inc via Rollover IRA	Sale (Full)	Spouse	$1,001 – $15K	annual
2022-01-11	Zoom Video Communications, Inc. - Class A via Rollover IRA	Sale (Full)	Spouse	$15K – $50K	annual
2022-01-04	Grayscale Bitcoin TR BTC: GBTC via Charles Schwab JT TEN	Purchase	Joint	$1,001 – $15K	annual
2022-01-04	Coinbase Global, Inc. - Class A via Charles Schwab JT TEN	Purchase	Joint	$1,001 – $15K	annual
2021-12-31	Apple Inc. via Rollover IRA	Sale (Full)	Spouse	$15K – $50K	annual
2021-12-29	Best Buy Co., Inc. via Rollover IRA	Purchase	Spouse	$15K – $50K	annual
2021-12-07	Coinbase Global, Inc. - Class A via Rollover IRA	Sale (Full)	Spouse	$1,001 – $15K	annual
2021-11-26	Apple Inc.	Sale (Full)	Spouse	$15K – $50K	12
2021-11-24	Salesforce.com Inc	Purchase	Spouse	$15K – $50K	14
2021-11-19	Hippo Holdings Inc.	Purchase	Spouse	$1,001 – $15K	19
2021-11-18	Coinbase global, Inc. - Class A	Purchase	Spouse	$15K – $50K	20
2021-11-11	Walt Disney Company	Purchase	Spouse	$15K – $50K	27
2021-11-10	Rivian Automotive, Inc. - Class A	Purchase	Spouse	$15K – $50K	annual
2021-11-09	Stock: grayscale bitcoin TR bTC: gbTC	Purchase	Spouse	$15K – $50K	29
2021-11-09	Coinbase global, Inc. - Class A	Purchase	Spouse	$15K – $50K	29
2021-11-09	Coinbase global, Inc. - Class A	Sale (Full)	Spouse	$1,001 – $15K	29
2021-11-05	Coinbase global, Inc. - Class A	Sale (Full)	Spouse	$50K – $100K	33
2021-10-29	Apple Inc.	Purchase	Spouse	$15K – $50K	40
2021-10-29	Amazon.com, Inc.	Purchase	Spouse	$15K – $50K	40
2021-10-28	Coinbase Global, Inc. - Class A via Rollover IRA	Sale (Full)	Spouse	$1,001 – $15K	annual
2021-10-14	Ford Motor Company via Rollover IRA	Sale (Full)	Spouse	$1,001 – $15K	annual
2021-09-17	Metlife, Inc.	Sale (Full)	Spouse	$1,001 – $15K	19
2021-09-14	Coinbase global, Inc. - Class A	Purchase	Spouse	$15K – $50K	22
2021-09-10	Peloton Interactive, Inc.	Sale (Full)	Spouse	$1,001 – $15K	26
2021-09-08	Peloton Interactive, Inc.	Purchase	Spouse	$1,001 – $15K	28
2021-09-07	Zoom Video Communications, Inc. - Class A	Purchase	Spouse	$15K – $50K	29
2021-09-07	Ryder System, Inc.	Purchase	Spouse	$15K – $50K	29
2021-09-07	Metlife, Inc.	Purchase	Spouse	$1,001 – $15K	29
2021-09-07	Metlife, Inc.	Purchase	Spouse	$1,001 – $15K	29
2021-08-27	Netflix, Inc. via Rollover IRA	Sale (Full)	Spouse	$50K – $100K	annual
2021-08-20	Wayfair Inc. Class A via Rollover IRA	Sale (Full)	Spouse	$15K – $50K	annual
2021-08-20	Walmart Inc. via Rollover IRA	Sale (Full)	Spouse	$1,001 – $15K	annual
2021-08-20	Salesforce.com Inc via Rollover IRA	Sale (Full)	Spouse	$15K – $50K	annual
2021-08-13	Starbucks Corporation via Rollover IRA	Purchase	Spouse	$1,001 – $15K	annual
2021-08-13	Facebook, Inc. - Class A via Rollover IRA	Sale (Full)	Spouse	$15K – $50K	annual
2021-08-13	Coinbase Global, Inc. - Class A via Rollover IRA	Sale (Full)	Spouse	$1,001 – $15K	annual
2021-08-13	Coinbase Global, Inc. - Class A via Rollover IRA	Purchase	Spouse	$15K – $50K	annual
2021-08-13	Chewy, Inc. Class A via Rollover IRA	Sale (Full)	Spouse	$1,001 – $15K	annual
2021-08-13	Apple Inc. via Rollover IRA	Purchase	Spouse	$15K – $50K	annual
2021-08-06	Microsoft Corporation via Rollover IRA	Purchase	Spouse	$1,001 – $15K	annual
2021-08-06	Activision Blizzard, Inc via Rollover IRA	Purchase	Spouse	$1,001 – $15K	annual
2021-08-02	The Travelers Companies, Inc. via Rollover IRA	Purchase	Spouse	$1,001 – $15K	annual
2021-08-02	Tesla, Inc. via Rollover IRA	Purchase	Spouse	$1,001 – $15K	annual
2021-08-02	Tesla, Inc. via Rollover IRA	Sale (Full)	Spouse	$50K – $100K	annual
2021-08-02	Facebook, Inc. - Class A via Rollover IRA	Purchase	Spouse	$15K – $50K	annual
2021-08-02	CNA Financial Corporation via Rollover IRA	Purchase	Spouse	$1,001 – $15K	annual
2021-08-02	CNA Financial Corporation via Rollover IRA	Purchase	Spouse	$1,001 – $15K	annual
2021-08-02	CNA Financial Corporation via Rollover IRA	Purchase	Spouse	$1,001 – $15K	annual
2021-07-30	Costco Wholesale Corporation via Rollover IRA	Sale (Full)	Spouse	$15K – $50K	annual
2021-07-30	Coinbase Global, Inc. - Class A via Rollover IRA	Sale (Full)	Spouse	$15K – $50K	annual
2021-07-30	Coinbase Global, Inc. - Class A via Rollover IRA	Sale (Full)	Spouse	$15K – $50K	annual
2021-07-28	Starbucks Corporation via Rollover IRA	Purchase	Spouse	$1,001 – $15K	annual
2021-07-23	Coinbase Global, Inc. - Class A via Rollover IRA	Purchase	Spouse	$15K – $50K	annual
2021-07-19	Tesla, Inc. via Rollover IRA	Sale (Full)	Spouse	$1,001 – $15K	annual
2021-07-19	Netflix, Inc. via Rollover IRA	Sale (Full)	Spouse	$1,001 – $15K	annual
2021-07-19	Ford Motor Company via Rollover IRA	Purchase	Spouse	$1,001 – $15K	annual
2021-07-16	Starbucks Corporation via Rollover IRA	Sale (Full)	Spouse	$1,001 – $15K	annual
2021-07-16	Trupanion, Inc. via Charles Schwab JT TEN	Sale (Full)	Joint	$1,001 – $15K	annual
2021-07-15	Lemonade, Inc. via Rollover IRA	Purchase	Spouse	$15K – $50K	annual
2021-07-13	Costco Wholesale Corporation via Rollover IRA	Purchase	Spouse	$15K – $50K	annual
2021-07-09	Nike, Inc. via Rollover IRA	Sale (Full)	Spouse	$15K – $50K	annual
2021-07-09	Chewy, Inc. Class A via Rollover IRA	Sale (Full)	Spouse	$1,001 – $15K	annual
2021-07-09	Apple Inc. via Rollover IRA	Sale (Full)	Spouse	$15K – $50K	annual
2021-07-06	Tesla, Inc. via Rollover IRA	Purchase	Spouse	$50K – $100K	annual
2021-07-06	Tesla, Inc. via Rollover IRA	Sale (Full)	Spouse	$1,001 – $15K	annual
2021-07-06	Coinbase Global, Inc. - Class A via Charles Schwab JT TEN	Purchase	Joint	$1,001 – $15K	annual
2021-07-02	Tesla, Inc. via Rollover IRA	Sale (Full)	Spouse	$50K – $100K	annual
2021-07-02	Salesforce.com Inc via Rollover IRA	Purchase	Spouse	$15K – $50K	annual
2021-07-02	NovoCure Limited - Ordinary Shares via Rollover IRA	Purchase	Spouse	$15K – $50K	annual
2021-07-02	Coinbase Global, Inc. - Class A via Rollover IRA	Purchase	Spouse	$15K – $50K	annual
2021-07-02	Chewy, Inc. Class A via Rollover IRA	Purchase	Spouse	$1,001 – $15K	annual
2021-07-02	Carnival Corporation via Rollover IRA	Purchase	Spouse	$1,001 – $15K	annual
2021-06-29	Wayfair Inc. Class A via Rollover IRA	Purchase	Spouse	$15K – $50K	annual
2021-06-25	Wayfair Inc. Class A	Sale (Full)	Spouse	$15K – $50K	14
2021-06-18	Zoom Video Communications, Inc. - Class A	Sale (Full)	Spouse	$50K – $100K	21
2021-06-18	Tesla, Inc.	Sale (Full)	Spouse	$1,001 – $15K	21
2021-06-18	Salesforce.com Inc	Sale (Full)	Joint	$15K – $50K	21
2021-06-18	Peloton Interactive, Inc.	Sale (Full)	Spouse	$1,001 – $15K	21
2021-06-18	ARK Innovation ETF	Sale (Full)	Joint	$1,001 – $15K	21
2021-06-14	Carnival Corporation	Purchase	Spouse	$1,001 – $15K	25
2021-06-02	Zoom Video Communications, Inc. - Class A	Sale (Full)	Spouse	$1,001 – $15K	37
2021-06-02	Tesla, Inc.	Sale (Full)	Spouse	$1,001 – $15K	37
2021-05-21	Trupanion, Inc.	Sale (Full)	Joint	$1,001 – $15K	20
2021-05-20	bowX Acquisition Corp. - Class A	Sale (Full)	Spouse	$1,001 – $15K	21
2021-04-30	under Armour, Inc. Class C	Sale (Full)	Spouse	$1,001 – $15K	41
2021-04-30	Tesla, Inc.	Purchase	Spouse	$50K – $100K	41
2021-04-30	Tesla, Inc.	Sale (Full)	Spouse	$1,001 – $15K	41
2021-04-30	Microsoft Corporation	Purchase	Self	$15K – $50K	41
2021-04-26	Starbucks Corporation	Purchase	Spouse	$1,001 – $15K	13
2021-04-23	Yatra Online, Inc. - Ordinary Shares	Purchase	Self	$1,001 – $15K	16
2021-04-23	Wayfair Inc. Class A	Sale (Full)	Spouse	$1,001 – $15K	16
2021-04-23	Johnson & Johnson	Sale (Full)	Spouse	$15K – $50K	16
2021-04-22	Zoom Video Communications, Inc. - Class A	Sale (Full)	Spouse	$1,001 – $15K	17
2021-04-22	Tesla, Inc.	Purchase	Spouse	$1,001 – $15K	17
2021-04-22	Tesla, Inc.	Sale (Full)	Spouse	$50K – $100K	17
2021-04-19	Tesla, Inc.	Sale (Full)	Spouse	$1,001 – $15K	20
2021-04-19	Tesla, Inc.	Purchase	Spouse	$50K – $100K	20
2021-04-19	Peloton Interactive, Inc.	Purchase	Spouse	$1,001 – $15K	20
2021-04-19	Coca-Cola Company	Purchase	Spouse	$1,001 – $15K	20
2021-04-16	Wayfair Inc. Class A	Purchase	Spouse	$15K – $50K	23
2021-04-16	TEgNA Inc	Sale (Full)	Spouse	$1,001 – $15K	23
2021-04-16	Nike, Inc.	Purchase	Spouse	$1,001 – $15K	23
2021-04-16	Netflix, Inc.	Sale (Full)	Spouse	$1,001 – $15K	23
2021-04-16	Metlife, Inc.	Sale (Full)	Spouse	$1,001 – $15K	23
2021-04-16	goPro, Inc. - Class A	Purchase	Spouse	$1,001 – $15K	23
2021-04-16	Coinbase global, Inc. - Class A	Sale (Full)	Spouse	$15K – $50K	23
2021-04-16	Coinbase global, Inc. - Class A	Purchase	Spouse	$15K – $50K	23
2021-04-16	bowX Acquisition Corp. - Class A	Purchase	Spouse	$1,001 – $15K	23
2021-04-13	Spotify Technology S.A. Ordinary Shares	Purchase	Joint	$1,001 – $15K	26
2021-04-13	Spotify Technology S.A. Ordinary Shares	Sale (Full)	Joint	$15K – $50K	26
2021-04-13	Johnson & Johnson	Purchase	Spouse	$15K – $50K	26
2021-04-12	TEgNA Inc	Purchase	Spouse	$1,001 – $15K	27
2021-04-12	Netflix, Inc.	Purchase	Spouse	$50K – $100K	27
2021-04-09	Spotify Technology S.A. Ordinary Shares	Purchase	Joint	$15K – $50K	30
2021-04-09	Netflix, Inc.	Sale (Full)	Spouse	$50K – $100K	30
2021-04-09	goPro, Inc. - Class A	Purchase	Spouse	$1,001 – $15K	30
2021-04-09	FedEx Corporation	Sale (Full)	Spouse	$15K – $50K	30
2021-04-05	under Armour, Inc. Class C	Purchase	Spouse	$1,001 – $15K	34
2021-04-05	Netflix, Inc.	Sale (Full)	Joint	$50K – $100K	34
2021-04-05	Netflix, Inc.	Purchase	Joint	$50K – $100K	34
2021-04-05	Netflix, Inc.	Purchase	Spouse	$50K – $100K	34
2021-04-05	Metlife, Inc.	Purchase	Spouse	$1,001 – $15K	34
2021-04-05	FedEx Corporation	Purchase	Spouse	$15K – $50K	34
2021-04-05	Chewy, Inc. Class A	Sale (Full)	Joint	$15K – $50K	34
2021-04-05	Chewy, Inc. Class A	Purchase	Joint	$15K – $50K	34
2021-04-01	Tesla, Inc.	Sale (Full)	Spouse	$50K – $100K	38
2021-04-01	Tesla, Inc.	Sale (Full)	Spouse	$50K – $100K	38
2021-04-01	Peloton Interactive, Inc.	Sale (Full)	Spouse	$15K – $50K	38
2021-04-01	Netflix, Inc.	Sale (Full)	Spouse	$50K – $100K	38
2021-04-01	lemonade, Inc.	Sale (Full)	Joint	$1,001 – $15K	38
2021-04-01	FedEx Corporation	Sale (Full)	Spouse	$15K – $50K	38
2021-03-29	Tesla, Inc. via Rollover IRA	Sale (Full)	Spouse	$1,001 – $15K	annual
2021-03-29	Tesla, Inc. via Rollover IRA	Purchase	Spouse	$50K – $100K	annual
2021-03-29	International Business Machines Corporation via Rollover IRA	Sale (Full)	Self	$1,001 – $15K	annual
2021-03-29	Duke Energy Corporation via Rollover IRA	Sale (Full)	Self	$1,001 – $15K	annual
2021-03-29	FedEx Corporation via Individual 401(K)	Purchase	Spouse	$15K – $50K	annual
2021-03-26	United Parcel Service, Inc. via Rollover IRA	Sale (Full)	Spouse	$15K – $50K	annual
2021-03-26	FedEx Corporation via Rollover IRA	Sale (Full)	Spouse	$15K – $50K	annual
2021-03-26	United Parcel Service, Inc. via Individual 401(K)	Sale (Full)	Spouse	$15K – $50K	annual
2021-03-26	Electronic Arts Inc. via Individual 401(K)	Sale (Full)	Spouse	$1,001 – $15K	annual
2021-03-23	Walmart Inc. via Charles Schwab JT TEN	Sale (Full)	Joint	$1,001 – $15K	annual
2021-03-22	Tesla, Inc. via Rollover IRA	Sale (Full)	Spouse	$1,001 – $15K	annual
2021-03-22	FedEx Corporation via Rollover IRA	Purchase	Spouse	$15K – $50K	annual
2021-03-22	Electronic Arts Inc. via Individual 401(K)	Purchase	Spouse	$1,001 – $15K	annual
2021-03-22	Walmart Inc. via Charles Schwab JT TEN	Purchase	Joint	$1,001 – $15K	annual
2021-03-22	Trupanion, Inc. via Charles Schwab JT TEN	Purchase	Joint	$1,001 – $15K	annual
2021-03-19	Wayfair Inc. Class A via Rollover IRA	Sale (Full)	Spouse	$15K – $50K	annual
2021-03-19	FedEx Corporation via Rollover IRA	Sale (Full)	Spouse	$15K – $50K	annual
2021-03-19	Ryder System, Inc. via Charles Schwab JT TEN	Sale (Full)	Joint	$1,001 – $15K	annual
2021-03-15	Lemonade, Inc. via Rollover IRA	Sale (Full)	Spouse	$1,001 – $15K	annual
2021-03-15	Lemonade, Inc. via Rollover IRA	Purchase	Spouse	$1,001 – $15K	annual
2021-03-15	FedEx Corporation via Rollover IRA	Purchase	Spouse	$15K – $50K	annual
2021-03-15	FedEx Corporation via Rollover IRA	Sale (Full)	Self	$15K – $50K	annual
2021-03-15	United Parcel Service, Inc. via Individual 401(K)	Purchase	Spouse	$15K – $50K	annual
2021-03-12	Pfizer, Inc. via Rollover IRA	Sale (Full)	Spouse	$1,001 – $15K	annual
2021-03-12	FedEx Corporation via Rollover IRA	Sale (Full)	Spouse	$15K – $50K	annual
2021-03-12	Lemonade, Inc. via Charles Schwab JT TEN	Sale (Full)	Joint	$1,001 – $15K	annual
2021-03-11	United Parcel Service, Inc. via Rollover IRA	Purchase	Spouse	$15K – $50K	annual
2021-03-11	Pfizer, Inc. via Rollover IRA	Sale (Full)	Spouse	$1,001 – $15K	annual
2021-03-05	United Parcel Service, Inc. via Rollover IRA	Sale (Full)	Spouse	$15K – $50K	annual
2021-03-05	Kroger Company via Rollover IRA	Sale (Full)	Spouse	$1,001 – $15K	annual
2021-03-05	International Business Machines Corporation via Rollover IRA	Sale (Full)	Spouse	$1,001 – $15K	annual
2021-03-01	Zoom Video Communications, Inc. - Class A via Rollover IRA	Sale (Full)	Spouse	$1,001 – $15K	annual
2021-03-01	Zoom Video Communications, Inc. - Class A via Rollover IRA	Sale (Full)	Spouse	$1,001 – $15K	annual
2021-03-01	Vroom, Inc. via Rollover IRA	Sale (Full)	Spouse	$1,001 – $15K	annual
2021-03-01	Tesla, Inc. via Rollover IRA	Sale (Full)	Spouse	$1,001 – $15K	annual
2021-03-01	Chewy, Inc. Class A via Rollover IRA	Purchase	Spouse	$1,001 – $15K	annual
2021-03-01	Lemonade, Inc. via Charles Schwab JT TEN	Purchase	Joint	$1,001 – $15K	annual
2021-02-26	Carnival Corporation via Rollover IRA	Sale (Full)	Spouse	$1,001 – $15K	annual
2021-02-26	Walt Disney Company via Charles Schwab JT TEN	Sale (Full)	Joint	$15K – $50K	annual
2021-02-26	Eaton Corporation, PLC Ordinary Shares via Charles Schwab JT TEN	Sale (Full)	Joint	$1,001 – $15K	annual
2021-02-22	International business Machines Corporation	Purchase	Self	$1,001 – $15K	-9
2021-02-19	Walt Disney Company	Purchase	Joint	$15K – $50K	55
2021-02-19	Vroom, Inc.	Purchase	Spouse	$1,001 – $15K	55
2021-02-19	united Airlines Holdings, Inc.	Sale (Full)	Spouse	$1,001 – $15K	55
2021-02-19	The Travelers Companies, Inc.	Sale (Full)	Spouse	$1,001 – $15K	55
2021-02-19	Tesla, Inc.	Sale (Full)	Spouse	$1,001 – $15K	55
2021-02-19	Tesla, Inc.	Purchase	Spouse	$1,001 – $15K	55
2021-02-19	Snap Inc. Class A	Sale (Full)	Spouse	$1,001 – $15K	55
2021-02-19	Ryder System, Inc.	Purchase	Joint	$1,001 – $15K	55
2021-02-19	Pfizer, Inc.	Sale (Full)	Joint	$1,001 – $15K	55
2021-02-19	Peloton Interactive, Inc.	Purchase	Spouse	$1,001 – $15K	55
2021-02-19	Peloton Interactive, Inc.	Purchase	Spouse	$1,001 – $15K	55
2021-02-19	Metlife, Inc.	Sale (Full)	Spouse	$1,001 – $15K	55
2021-02-17	Tesla, Inc.	Sale (Full)	Spouse	$1,001 – $15K	57
2021-02-16	Trupanion, Inc.	Purchase	Joint	$1,001 – $15K	58
2021-02-16	lemonade, Inc.	Purchase	Joint	$15K – $50K	58
2021-02-16	FedEx Corporation	Purchase	Spouse	$15K – $50K	58
2021-02-16	Eaton Corporation, PlC Ordinary Shares	Purchase	Joint	$1,001 – $15K	58
2021-02-16	Chewy, Inc. Class A	Purchase	Spouse	$1,001 – $15K	58
2021-02-16	Carnival Corporation	Sale (Full)	Joint	$1,001 – $15K	58
2021-02-12	united Airlines Holdings, Inc.	Sale (Full)	Spouse	$1,001 – $15K	62
2021-02-12	Peloton Interactive, Inc.	Sale (Full)	Spouse	$1,001 – $15K	62
2021-02-12	Nike, Inc.	Sale (Full)	Spouse	$1,001 – $15K	62
2021-02-12	McDonald's Corporation	Sale (Full)	Spouse	$15K – $50K	62
2021-02-12	FedEx Corporation	Sale (Full)	Spouse	$50K – $100K	62
2021-02-12	Chewy, Inc. Class A	Sale (Full)	Spouse	$15K – $50K	62
2021-02-11	Zoom Video Communications, Inc. - Class A	Purchase	Spouse	$1,001 – $15K	63
2021-02-11	Zoom Video Communications, Inc. - Class A	Sale (Full)	Spouse	$15K – $50K	63
2021-02-11	Zoom Video Communications, Inc. - Class A	Purchase	Spouse	$15K – $50K	63
2021-02-11	Tesla, Inc.	Sale (Full)	Spouse	$1,001 – $15K	63
2021-02-11	Tesla, Inc.	Purchase	Spouse	$50K – $100K	63
2021-02-11	Electronic Arts Inc.	Sale (Full)	Spouse	$1,001 – $15K	63
2021-02-09	Vroom, Inc.	Purchase	Spouse	$1,001 – $15K	65
2021-02-09	Vroom, Inc.	Sale (Full)	Self	$1,001 – $15K	65
2021-02-08	Zoom Video Communications, Inc. - Class A	Purchase	Spouse	$1,001 – $15K	66
2021-02-08	Snap Inc. Class A	Purchase	Spouse	$1,001 – $15K	66
2021-02-08	Peloton Interactive, Inc.	Purchase	Spouse	$1,001 – $15K	66
2021-02-08	Chewy, Inc. Class A	Purchase	Spouse	$15K – $50K	66
2021-02-08	Carnival Corporation	Purchase	Joint	$1,001 – $15K	66
2021-02-08	Apple Inc.	Purchase	Spouse	$1,001 – $15K	66
2021-02-05	YETI Holdings, Inc.	Sale (Full)	Joint	$1,001 – $15K	69
2021-02-05	The Travelers Companies, Inc.	Purchase	Spouse	$1,001 – $15K	69
2021-02-05	Metlife, Inc.	Purchase	Spouse	$1,001 – $15K	69
2021-02-05	International business Machines Corporation	Purchase	Spouse	$1,001 – $15K	69
2021-02-05	Exxon Mobil Corporation	Sale (Full)	Spouse	$1,001 – $15K	69
2021-02-05	Chewy, Inc. Class A	Sale (Full)	Spouse	$1,001 – $15K	69
2021-02-05	Chewy, Inc. Class A	Sale (Full)	Spouse	$1,001 – $15K	69
2021-02-05	Carnival Corporation	Sale (Full)	Spouse	$1,001 – $15K	69
2021-02-05	Apple Inc.	Purchase	Spouse	$1,001 – $15K	69
2021-02-04	Vroom, Inc.	Sale (Full)	Spouse	$1,001 – $15K	70
2021-02-04	Nike, Inc.	Purchase	Spouse	$1,001 – $15K	70
2021-02-04	International business Machines Corporation	Sale (Full)	Spouse	$1,001 – $15K	70
2021-02-04	Electronic Arts Inc.	Purchase	Spouse	$1,001 – $15K	70
2021-02-04	Apple Inc.	Sale (Full)	Spouse	$15K – $50K	70
2021-02-03	Chewy, Inc. Class A	Purchase	Spouse	$1,001 – $15K	71
2021-02-01	Vroom, Inc.	Purchase	Self	$1,001 – $15K	73
2021-02-01	Vroom, Inc.	Purchase	Spouse	$1,001 – $15K	73
2021-02-01	Pfizer, Inc.	Purchase	Spouse	$1,001 – $15K	73
2021-02-01	Kroger Company	Purchase	Spouse	$1,001 – $15K	73
2021-02-01	Chewy, Inc. Class A	Purchase	Spouse	$1,001 – $15K	73
2021-01-29	Twitter, Inc.	Sale (Full)	Spouse	$1,001 – $15K	82
2021-01-29	Twitter, Inc.	Sale (Full)	Spouse	$1,001 – $15K	82
2021-01-29	Moderna, Inc.	Sale (Full)	Spouse	$1,001 – $15K	82
2021-01-29	Moderna, Inc.	Sale (Full)	Spouse	$15K – $50K	82
2021-01-29	Chewy, Inc. Class A	Sale (Full)	Spouse	$1,001 – $15K	82
2021-01-29	boeing Company	Sale (Full)	Spouse	$15K – $50K	82
2021-01-29	Apple Inc.	Purchase	Spouse	$15K – $50K	82
2021-01-29	Twitter, Inc.	Sale (Full)	Spouse	$1,001 – $15K	76
2021-01-29	Twitter, Inc.	Sale (Full)	Spouse	$1,001 – $15K	76
2021-01-29	Moderna, Inc.	Sale (Full)	Spouse	$1,001 – $15K	76
2021-01-29	Moderna, Inc.	Sale (Full)	Spouse	$15K – $50K	76
2021-01-29	Chewy, Inc. Class A	Sale (Full)	Spouse	$1,001 – $15K	76
2021-01-29	boeing Company	Sale (Full)	Spouse	$15K – $50K	76
2021-01-29	Apple Inc.	Purchase	Spouse	$15K – $50K	76
2021-01-26	Wayfair Inc. Class A	Sale (Full)	Spouse	$1,001 – $15K	18
2021-01-25	Wayfair Inc. Class A	Sale (Full)	Spouse	$1,001 – $15K	19
2021-01-25	Wayfair Inc. Class A	Purchase	Spouse	$15K – $50K	19
2021-01-25	Netflix, Inc.	Purchase	Spouse	$50K – $100K	19
2021-01-25	McDonald's Corporation	Purchase	Spouse	$15K – $50K	19
2021-01-25	boeing Company	Purchase	Spouse	$15K – $50K	19
2021-01-22	Alibaba group Holding limited American Depositary Shares each representing eight Ordinary	Sale (Full)	Spouse	$15K – $50K	89
2021-01-22	Alibaba group Holding limited American Depositary Shares each representing eight Ordinary	Sale (Full)	Spouse	$15K – $50K	83
2021-01-22	YETI holdings, Inc.	Purchase	Joint	$1,001 – $15K	22
2021-01-22	Salesforce.com Inc	Sale (Full)	Joint	$15K – $50K	22
2021-01-22	Netflix, Inc.	Sale (Full)	Spouse	$100K – $250K	22
2021-01-22	Moderna, Inc.	Purchase	Spouse	$1,001 – $15K	22
2021-01-22	Moderna, Inc.	Sale (Full)	Spouse	$1,001 – $15K	22
2021-01-22	Microsoft Corporation	Sale (Full)	Spouse	$15K – $50K	22
2021-01-22	McDonald's Corporation	Sale (Full)	Spouse	$15K – $50K	22
2021-01-22	general Motors Company	Sale (Full)	Spouse	$1,001 – $15K	22
2021-01-22	Exxon Mobil Corporation	Purchase	Spouse	$1,001 – $15K	22
2021-01-22	Apple Inc.	Sale (Full)	Spouse	$1,001 – $15K	22
2021-01-22	Alibaba group holding limited American Depositary Shares each representing eight Ordinary	Sale (Full)	Spouse	$15K – $50K	22
2021-01-21	united Airlines holdings, Inc.	Purchase	Spouse	$1,001 – $15K	23
2021-01-21	Twitter, Inc.	Purchase	Spouse	$1,001 – $15K	23
2021-01-21	International business Machines Corporation	Purchase	Spouse	$1,001 – $15K	23
2021-01-21	Exxon Mobil Corporation	Purchase	Spouse	$1,001 – $15K	23
2021-01-21	Duke Energy Corporation	Purchase	Self	$1,001 – $15K	23
2021-01-21	Chewy, Inc. Class A	Purchase	Spouse	$1,001 – $15K	23
2021-01-19	Netflix, Inc.	Sale (Full)	Spouse	$1,001 – $15K	25
2021-01-19	Netflix, Inc.	Sale (Full)	Spouse	$1,001 – $15K	25
2021-01-19	Netflix, Inc.	Purchase	Spouse	$1,001 – $15K	25
2021-01-19	Netflix, Inc.	Sale (Full)	Spouse	$1,001 – $15K	25
2021-01-15	Zoom Technologies, Inc.	Sale (Full)	Spouse	$1,001 – $15K	29
2021-01-15	Zoom Technologies, Inc.	Sale (Full)	Spouse	$1,001 – $15K	29
2021-01-15	Wayfair Inc. Class A	Sale (Full)	Self	$15K – $50K	29
2021-01-15	Metlife, Inc.	Sale (Full)	Spouse	$1,001 – $15K	29
2021-01-15	McDonald's Corporation	Purchase	Spouse	$15K – $50K	29
2021-01-15	general Motors Company	Purchase	Spouse	$1,001 – $15K	29
2021-01-15	FedEx Corporation	Sale (Full)	Spouse	$15K – $50K	29
2021-01-15	Duke Energy Corporation	Sale (Full)	Spouse	$1,001 – $15K	29
2021-01-14	Walmart Inc.	Purchase	Spouse	$1,001 – $15K	30
2021-01-14	Netflix, Inc.	Sale (Full)	Spouse	$1,001 – $15K	30
2021-01-14	Netflix, Inc.	Sale (Full)	Spouse	$1,001 – $15K	30
2021-01-14	Moderna, Inc.	Purchase	Spouse	$1,001 – $15K	30
2021-01-14	Moderna, Inc.	Purchase	Spouse	$1,001 – $15K	30
2021-01-14	Microsoft Corporation	Purchase	Spouse	$15K – $50K	30
2021-01-14	DocuSign, Inc.	Purchase	Spouse	$1,001 – $15K	30
2021-01-14	DocuSign, Inc.	Sale (Full)	Spouse	$15K – $50K	30
2021-01-11	Twitter, Inc.	Purchase	Spouse	$1,001 – $15K	33
2021-01-11	Metlife, Inc.	Purchase	Spouse	$1,001 – $15K	33
2021-01-11	Duke Energy Corporation	Purchase	Spouse	$1,001 – $15K	33
2021-01-11	DocuSign, Inc.	Purchase	Spouse	$15K – $50K	33
2021-01-11	Apple Inc.	Purchase	Spouse	$1,001 – $15K	33
2021-01-08	Wayfair Inc. Class A	Sale (Full)	Spouse	$15K – $50K	36

What their office spends

What Newman'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): $921,592 over the last 4 quarters, 82% of it staff pay. A quarter's figures include late lines charged to the year before.

Staff pay
Travel
Offices: rent, phones, utilities
Mail and printing
Everything else

The numbers

Quarter	Staff pay	Travel	Offices: rent, phones, utilities	Mail and printing	Everything else	Total
Q4 '23	-$222	$0	$0	$0	$0	-$222
Q1 '23	$9,294	$5,263	$2,162	$49,550	$8,223	$74,493
Q4 '22	$326,172	$2,814	$16,494	$32,403	$6,567	$384,449
Q3 '22	$416,064	$7,310	$15,206	$7,303	$16,989	$462,873
Q2 '22	$301,350	$11,164	$25,796	$241,893	$47,190	$627,392
Q1 '22	$242,867	$3,233	$21,506	$58,543	$46,499	$372,648
Q4 '21	$348,739	$7,327	$17,210	$34,654	$27,850	$435,780
Q2 '21	$230,993	$6,147	$19,193	$55,136	$12,087	$323,555
Q1 '21	$203,579	$1,723	$14,984	$315	$11,218	$231,820

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.

No public filing

Alibaba group Holding limited American Depositary Shares each representing eight Ordinary

3 trades

$98K

united Airlines Holdings, Inc. (uAl)

3 trades

$24K

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
Alibaba group Holding limited American Depositary Shares each representing eight Ordinary								$45K – $150K
united Airlines Holdings, Inc. (uAl)							2021-01-21	$3,003 – $45K

How their trades did

Each of Newman'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. 277 of their trades could be priced (ETFs, funds and since-delisted stocks can't). Their average is within what chance gives. Every member, compared.

the same trades on other days (95% of the time)
their average against the market

-5.0%-2.5%0+2.5%+5.0%

30 days later

277 trades · 50% beat the market

-0.9%

90 days later

277 trades · 48% beat the market

-1.0%

Before the public knew: between trading and first reporting a trade (a median of 34 days; 33% of them reported late), their trades moved -1.0% against the market, where the same trades on other days give -3.7% to +2.3%. Copying each on the day it was reported would have earned -0.2% over the next 30 days.

Their trades as a fund

Each purchase buys the middle of its amount band, each sale sells it, from Jan 4, 2021: 5.2% a year against the S&P 500's 14.6%; copying the reports, 1.6%. Their timing is within what chance gives (the same stocks, in the same order, moved by up to a year). The House ETF.

Their trades
Copying the reports
S&P 500

Best timed

Bought Moderna, Inc. (MRNA) 2021-01-14 · $1,001 – $15K · +34.0% against the market in 30 days, +14.3% in 90
Bought Moderna, Inc. (MRNA) 2021-01-14 · $1,001 – $15K · +34.0% against the market in 30 days, +14.3% in 90
Sold Chewy, Inc. Class A (CHWY) 2021-02-05 · $1,001 – $15K · +29.5% against the market in 30 days, +43.8% in 90

Worst timed

Sold Moderna, Inc. (MRNA) 2021-01-08 · $1,001 – $15K · -62.5% against the market in 30 days, -11.2% in 90
Sold Moderna, Inc. (MRNA) 2021-01-08 · $15K – $50K · -62.5% against the market in 30 days, -11.2% in 90
Bought lemonade, Inc. (LMND) 2021-02-16 · $15K – $50K · -39.3% against the market in 30 days, -60.7% in 90

Financial disclosures

21 reports

Every report is a PDF at the Clerk of the House (disclosures-clerk.house.gov); a member's reports are linked on their page.

Filed	Report	Entries
Jan 27, 2023	Termination Report for 2023	8
Dec 23, 2022	Periodic Transaction Report	1
Aug 4, 2022	Annual Report for 2021	294
May 9, 2022	Extension for 2021	—
Mar 5, 2022	Periodic Transaction Report	0
Feb 8, 2022	Periodic Transaction Report	0
Jan 8, 2022	Periodic Transaction Report	0
Dec 9, 2021	Periodic Transaction Report	0
Dec 9, 2021	Periodic Transaction Report	0
Dec 8, 2021	Periodic Transaction Report	11
Nov 7, 2021	Periodic Transaction Report	0
Oct 6, 2021	Periodic Transaction Report	8
Sep 8, 2021	Periodic Transaction Report	0
Aug 5, 2021	Periodic Transaction Report	0
Jul 9, 2021	Periodic Transaction Report	9
Jun 10, 2021	Periodic Transaction Report	6
May 9, 2021	Periodic Transaction Report	43
Apr 21, 2021	Periodic Transaction Report	8
Apr 15, 2021	Periodic Transaction Report	67
Apr 15, 2021	Periodic Transaction Report	0
Feb 13, 2021	Periodic Transaction Report	60

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
Feb 13, 2021	2021-02-22	International business Machines Corporation (IBM)	Dated after the report was filed	Never amended