Ed Perlmutter D
Democratic representative for Colorado (CO-7) (former), in the House since Jan 4, 2007.
Among all 440 members
Each dot is a member; Perlmutter 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 |
|---|---|---|---|---|---|---|---|---|---|
| 2021–22 | $663,564 | $217,922 | $445,000 | $0 | $0 | $1,113,622 | $603,638 | $8 | $0 |
FEC totals through Dec 31, 2022.
Who gives to them
Their itemized individual contributions (over $200 from a donor in an election cycle): from inside Colorado versus everywhere else, each period.
- From Colorado
- 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 CO | Retired donors |
|---|---|---|---|---|
| 2023–24 | -$2,900 | 1 | 100% | 0% |
| 2021–22 | $105,986 | 321 | 75% | 13% |
| Donor | Where | Employer, occupation | Total |
|---|---|---|---|
| BROWNSTEIN, NORMAN | DENVER, CO | BROWNSTEIN HYATT FARBER SCHRECK, ATTORNEY | $5,800 |
| STRYKER, PAT | FORT COLLINS, CO | SELF-EMPLOYED, PHILANTHROPIST | $5,800 |
| CHAMBERS, MERLE | DENVER, CO | N/A, RETIRED | $2,900 |
| KAMERATH, ERIC | DRAPER, UT | SELF EMPLOYED, ATTORNEY | $2,900 |
| KAMERATH, KRISTIN | DRAPER, UT | N/A, N/A | $2,900 |
| OZMEN, FAITH | SPARKS, NV | SIERRA NEVADA CORP, OWNER | $2,900 |
| ROMER, ROY | DENVER, CO | COLLEGE BOARD, EDUCATOR | $2,900 |
| STANTON, MARY BETH | WASHINGTON, DC | INVARIANT, LOBBYIST | $2,900 |
| WILLIAMS, MARK W | DENVER, CO | SHEMAN & HOWARD LLC, ATTORNEY | $2,900 |
| VITALE, ANGELO | NORTHVILLE, MI | $2,200 | |
| BUTERA, JAMES | WASHINGTON, DC | BUTERA & ANDREWS, PRINCIPAL | $2,000 |
| GABLEHOUSE, TIMOTHY | TABERNASH, CO | SELF, ATTORNEY | $2,000 |
| MANDELL, RICHARD | BLOOMFIELD, MI | ROCKET MORTGAGE, LEADERSHIP COACH | $2,000 |
| PADDOCK, WILLIAM A | DENVER, CO | CARLSON HAMMOND & PADDOCK LLC, ATTORNEY | $2,000 |
| DEGRASSI, WINNETTE | GOLDEN, CO | N/A, RETIRED | $1,500 |
| HAZELL, DON F | GOLDEN, CO | HAZELL CONSULTING LLC, CONSULTANT | $1,500 |
| MOSKOWITZ, JAY | DENVER, CO | VIVAGE QUALITY HEALTH PARTNERS, PRESIDENT | $1,500 |
| TAYLOR, GORDON | WASHINGTON, DC | OGILVY GOVERNMENT RELATIONS, SR. VP | $1,500 |
| ARBOGAST, CHRISTINE | CENTENNIAL, CO | KOGOVSEK & ASSOCIATES, LOBBYIST | $1,250 |
| COHEN, NANCY L | DENVER, CO | LEWIS BRISBOIS, LAWYER | $1,250 |
| BERENBAUM, SANDI | DENVER, CO | N/A, NOT EMPLOYED | $1,050 |
| BAUMANN, FREDERICK J. | DENVER, CO | LEWIS ROCA ROTHGERBER, ATTORNEY | $1,000 |
| BEACH, CARROLL | WESTMINSTER, CO | N/A, RETIRED | $1,000 |
| BEARDSLEY, PAMELA D. | DENVER, CO | SELF, COMMUNITY VOLUNTEER | $1,000 |
| BROOKS, SIDNEY | CASTLE ROCK, CO | N/A, N/A | $1,000 |
Their biggest PAC and party givers
All 25
| Committee | Connected organization | Total | Gifts |
|---|---|---|---|
| FMR LLC POLITICAL ACTION COMMITTEE - FEDERAL (FIDELITY PAC) | FMR LLC | $7,000 | 5 |
| TRANSAMERICA CORPORATION PAC | TRANSAMERICA | $6,000 | 3 |
| WELLS FARGO AND COMPANY EMPLOYEES GOOD GOVERNMENT FEDERAL FUND II | WELLS FARGO AND COMPANY NORTH CAROLINA EMPLOYEES GOOD GOVERNMENT FUND | $5,000 | 2 |
| VAIL RESORTS EMPLOYEE POLITICAL ACTION COMMITTEE | $5,000 | 2 | |
| UBS AMERICAS INC. POLITICAL ACTION COMMITTEE (UBS PAC) | UBS AMERICAS INC. | $5,000 | 1 |
| UA UNION PLUMBERS & PIPEFITTERS VOTE! PAC (UNITED ASSOCIATION OF JOURNEYMEN AND APPRENTICES OF THE PLUMBING & PIPEFITTING INDUSTRY OF THE UNITED STATES AND CANADA) | PLUMBERS & STEAMFITTERS LOCAL 22 PAC INC | $5,000 | 1 |
| U.S. BANCORP FEDERAL POLITICAL ACTION COMMITTEE | U.S. BANCORP | $5,000 | 3 |
| THE TRAVELERS COMPANIES, INC. POLITICAL ACTION COMMITTEE (T-PAC) | THE TRAVELERS COMPANIES INC. | $5,000 | 2 |
| THE COUNCIL OF INSURANCE AGENTS & BROKERS POLITICAL ACTION COMMITTEE | COUNCIL OF INSURANCE AGENTS & BROKERS | $5,000 | 3 |
| THE CONSUMER BANKERS ASSOCIATION POLITICAL ACTION COMMITTEE | CONSUMER BANKERS ASSOCIATION | $5,000 | 1 |
| TEACHERS INSURANCE ANNUITY ASSOCIATION OF AMERICA PAC (TIAA PAC) | TEACHERS INSURANCE ANNUITY ASSOCIATION OF AMERICA | $5,000 | 4 |
| TCF FINANCIAL CORPORATION PAC | $5,000 | 1 | |
| ROCK HOLDINGS INC. PAC | ROCK HOLDINGS INC. | $5,000 | 4 |
| REGIONS FINANCIAL CORPORATION POLITICAL ACTION COMMITTEE | REGIONS FINANCIAL CORPORATION | $5,000 | 1 |
| PACIFIC LIFE INSURANCE COMPANY POLITICAL ACTION COMMITTEE | PACIFIC LIFE INSURANCE COMPANY | $5,000 | 2 |
| PAC TO THE FUTURE | PELOSI | $5,000 | 3 |
| NATIONAL MULTIFAMILY HOUSING COUNCIL POLITICAL ACTION COMMITTEE | NATIONAL MULTIFAMILY HOUSING COUNCIL | $5,000 | 3 |
| NATIONAL BEER WHOLESALERS ASSOCIATION POLITICAL ACTION COMMITTEE | NATIONAL BEER WHOLESALERS ASSOCIATION | $5,000 | 3 |
| NATIONAL ASSOCIATION OF REAL ESTATE INVESTMENT TRUSTS, INC. POLITICAL ACTION COMMITTEE | NATIONAL ASSOCIATION OF REAL ESTATE INVESTMENT TRUSTS, INC. | $5,000 | 2 |
| NATIONAL ASSOCIATION OF FEDERAL CREDIT UNIONS POLITICAL ACTION COMMITTEE / NAFCU/PAC / DBA NATIONAL ASSOCIATION OF FEDERALLY-INSURED CREDIT UNIONS | NATIONAL ASSOCIATION OF FEDERALLY-INSURED CREDIT UNIONS (NAFCU) | $5,000 | 2 |
| MORTGAGE BANKERS ASSOCIATION POLITICAL ACTION COMMITTEE (MORPAC) | MORTGAGE BANKERS ASSOCIATION | $5,000 | 2 |
| MEDICARE FOR ALL | $5,000 | 1 | |
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY POLITICAL ACTION COMMITTEE | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $5,000 | 1 |
| INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS POLITICAL ACTION COMMITTEE | $5,000 | 3 | |
| FEDERAL HOME LOAN BANK OF TOPEKA PAC | $5,000 | 2 |
Outside spending for and against them
- Against them
- For them
Who spent it
See the data
| Spender | For or against | Total | Reports |
|---|---|---|---|
| PLANNED PARENTHOOD VOTES | for | $8 | 1 |
What lobbyists report giving them
No lobbyist contribution reports (LD-203) name this member yet.
Earmarks they asked for
Congressionally directed spending enacted at their request, alone or with others: 22 earmarks, $30.9M. 2 went to an organization whose employees gave to Perlmutter's campaigns ($7.0M).
- To an organization whose employees gave to them
- To one whose lobbying firm's lobbyists gave to them
- Other earmarks
Against chance: set beside the earmarks other members of their state's delegation asked for on their own, in the same year and account, 1 of the 13 of theirs went to their donors' employers; chance gives about 1: about what chance gives (a little more, within chance).
The largest
All 22
| Year | Recipient | Amount | Asked with | Its employees gave them | Its lobbying firm gave them |
|---|---|---|---|---|---|
| FY 2023 | Wadsworth Boulevard Phase 2 Department of Transportation · Highway Infrastructure Programs · CO | $4,000,000 | |||
| FY 2023 | 62nd Avenue and Vasquez Intersection Department of Transportation · Highway Infrastructure Programs · CO | $4,000,000 | |||
| FY 2023 | Global Energy Park Educational Walkways State of Colorado Department of Housing and Urban Development · Community Development Fund · CO | $4,000,000 | $1,250, 3 donors | ||
| FY 2023 | Federal Parkway Multimodal Improvements Department of Transportation · Highway Infrastructure Programs · CO | $3,000,000 | |||
| FY 2023 | Green Hydrogen Laboratory Equipment Colorado School of Mines Department of Energy · Energy Projects · CO | $3,000,000 | $50, 1 donor | ||
| FY 2023 | City of Northglenn for Water Treatment Plant Improvements Environmental Protection Agency · State and Tribal Assistance Grants - Drinking Water State Revolving Fund · CO | $2,329,600 | |||
| FY 2023 | Veterans Memorial Amphitheater Adams County Department of Housing and Urban Development · Community Development Fund · CO | $750,000 | Crow | ||
| FY 2023 | Food Bank Donation Facilities Food Bank of the Rockies Department of Housing and Urban Development · Community Development Fund · CO | $600,000 | |||
| FY 2023 | Boys and Girls Club of Metro Denver Boys and Girls Club of Metro Denver, CO for afterschool and summer programming Department of Education · Elementary and Secondary Education · CO | $549,374 | |||
| FY 2023 | Colorado Building and Construction Trades Council Colorado Building and Construction Trades Council, Denver, CO for workforce training and supportive services Department of Labor · Employment and Training Administration · CO | $500,000 | |||
| FY 2023 | Peaks to Plains Trail Department of Transportation · Highway Infrastructure Programs · CO | $400,000 | |||
| FY 2023 | Craig Energy Center Feasibility Study Tri-State Generation and Transmission, Inc Department of Energy · Energy Projects · CO | $200,000 | |||
| FY 2022 | SH 93 Widening and Relocation Design, City of Golden Department of Transportation · Highway Infrastructure Programs · CO | $2,320,000 | |||
| FY 2022 | Expanding Services to Domestic Violence Victims in Adams County Adams County Government Department of Justice · Byrne · CO | $2,000,000 | Crow, Neguse | ||
| FY 2022 | Kids First Health Care Kids First Health Care, Commerce City, CO for facilities and equipment Department of Health and Human Services · Health Resources and Services Administration (HRSA) · CO | $800,000 | |||
| FY 2022 | Commerce City Quiet Zones Department of Transportation · Highway Infrastructure Programs · CO | $615,000 | |||
| FY 2022 | National Institute for Medical Assistant Advancement National Institute for Medical Assistant Advancement, Denver, CO for a training program, including technology and equipment Department of Labor · Employment and Training Administration (ETA) · CO | $450,000 | |||
| FY 2022 | Body-Worn Cameras for the Thornton Police Department City of Thornton Department of Justice · Byrne · CO | $310,000 | |||
| FY 2022 | Red Rocks Community College Red Rocks Community College, Lakewood, CO for a credential attainment initiative related to STEM fields Department of Education · Higher Education · CO | $300,000 | |||
| FY 2022 | Savio House Savio House, Denver, CO for facilities and equipment Department of Health and Human Services · Health Resources and Services Administration (HRSA) · CO | $300,000 | |||
| FY 2022 | Airport Airfield Lighting Improvements (BJC) Department of Transportation · Grants-in-Aid for Airports · CO | $270,000 | |||
| FY 2022 | National Lao-Hmong Memorial The National Lao-Hmong Memorial Foundation Department of Housing and Urban Development · Community Development Fund · CO | $250,000 |
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: 18 sponsored, 0 became law
Their bills
| Bill | Latest action |
|---|---|
| H.R. 9416 To establish an allowance to provide a housing stipend for Members of the House of Representatives. | Dec 2, 2022 Referred to the House Committee on House Administration. |
| H.R. 9417 To amend the Legislative Reorganization Act of 1946 to tie the salaries of Members of Congress to the salaries of the ju | Dec 2, 2022 Referred to the Committee on House Administration, and in addition to the Committee on Oversight and Reform, f |
| H.R. 9418 27th Amendment Enforcement Act | Dec 2, 2022 Referred to the Committee on House Administration, and in addition to the Committee on Oversight and Reform, f |
| H.Res. 1361 Providing for consideration of the bill (S. 1098) to amend the Higher Education Act of 1965 to authorize borrowers to se | Sep 20, 2022 Motion to reconsider laid on the table Agreed to without objection. |
| H.R. 8577 GREEN Appraisals Act of 2022 | Aug 16, 2022 Referred to the Subcommittee on Economic Opportunity. |
| H.Res. 1242 Expressing support for the designation of July 20, 2022, as "National Heroes Day" to honor the sacrifices of everyday he | Jul 20, 2022 Referred to the House Committee on Oversight and Reform. |
| H.Res. 1017 Providing for consideration of the bill (H.R. 3617) to decriminalize and deschedule cannabis, to provide for reinvestmen | Mar 31, 2022 Motion to reconsider laid on the table Agreed to without objection. |
| H.Res. 860 Providing for consideration of the bill (H.R. 1836) to amend title 38, United States Code, to ensure that the time durin | Jan 11, 2022 Motion to reconsider laid on the table Agreed to without objection. |
| H.R. 6325 For the relief of Melecio Andazola-Morales. | Nov 1, 2022 Referred to the Subcommittee on Immigration and Citizenship. |
| H.R. 5756 Portal for Appraisal Licensing Act of 2021 | Oct 27, 2021 Referred to the House Committee on Financial Services. |
| H.R. 4719 Space Resources Institute Act | Jul 27, 2021 Referred to the Subcommittee on Space and Aeronautics. |
| H.Res. 543 Expressing support for the designation of July 20, 2021, as "National Heroes Day" to honor the sacrifices of everyday he | Jul 20, 2021 Referred to the House Committee on Oversight and Reform. |
| H.R. 4155 Green Neighborhoods Act of 2021 | Jun 24, 2021 Referred to the Committee on Financial Services, and in addition to the Committee on Education and Labor, for |
| H.R. 3432 School Safety Drill Research Act of 2021 | May 20, 2021 Referred to the House Committee on Education and Labor. |
| H.R. 3318 Railroad Rehabilitation and Improvement Financing Equity Act | May 19, 2021 Referred to the Subcommittee on Railroads, Pipelines, and Hazardous Materials. |
| H.Res. 380 Providing for consideration of the bill (H.R. 2547) to expand and enhance consumer, student, servicemember, and small bu | May 12, 2021 Motion to reconsider laid on the table Agreed to without objection. |
| H.R. 2596 Truth in Buffalo Labeling Act | Apr 16, 2021 Referred to the Subcommittee on Health. |
| H.R. 1996 SAFE Banking Act of 2021 | Apr 20, 2021 Received in the Senate and Read twice and referred to the Committee on Banking, Housing, and Urban Affairs. |
| Congress | Sponsored | Became law | Cosponsored |
|---|---|---|---|
| 117th | 18 | 0 | 348 |
14 former staff now lobbying
See the data
| Lobbyist | Former position, as they list it | Firms | Clients | Years |
|---|---|---|---|---|
| AMANDA SLATER | Senior Policy Advisor, Senator Tom Carper; Deputy Legislative Director, Rep. Ed Perlmutter; Legislative Assistant, Rep. Ellen Tauscher. | RICH FEUER ANDERSON | 24 | 2021–2022 |
| NOAH MARINE | Leg. Dir, Rep. Ed Perlmutter (2013-2017); Leg. Asst, Rep. Ed Perlmutter (2011-2013) | INVARIANT LLC | 15 | 2021–2026 |
| ALISON WRIGHT | Scheduler, Chief of Operations, Deputy Chief of Staff, Rep. Ed Perlmutter | HOLLAND & KNIGHT LLP | 13 | 2023–2026 |
| JOSEPH MINGES | LA/LC/Staff Assistant/Field Coordinator, Rep. Ed Perlmutter | INNOVATIVE FEDERAL STRATEGIES, LLC | 13 | 2022–2025 |
| GARRETT LUKKEN | Legislative Assistant - Representative Ed Perlmutter (CO-07) | VENN STRATEGIES | 10 | 2022–2026 |
| MATT HENKEN | Legislative Director, Congressman Ed Perlmutter; Associate Staff, House Committee on Rules; and Congressional Aide, Congressman Mark Udall | VAN SCOYOC ASSOCIATES | 9 | 2021–2026 |
| MICHAEL SPIRA | Chief of Staff, Legislative Assistant, Legislative Correspondent - Rep. Carolyn McCarthy (D-NY); Deputy Chief of Staff, Legislative Director - Rep. Ed Perlmutter (D-CO); Staff Assistant - Rep. Bob Filner (D-CA) | VENN STRATEGIES | 4 | 2023–2025 |
| THOMAS MOTTUR | Intern, Office of Rep. Ed Perlmutter (D-CO); Intern, Senate Committee on Banking, Housing, and Urban Affairs | BROWNSTEIN HYATT FARBER SCHRECK, LLP | 2 | 2024 |
| RYNE CARNEY | Intern - Rep. Ed Perlmutter | CAMBIA HEALTH SOLUTIONS | 1 | 2023–2026 |
| HALEY NICHOLSON | Rep. Perlmutter, Sr. Legislative Assistant, 2009-2013 | THE AMERICAN INSTITUTE OF ARCHITECTS | 1 | 2026 |
| AMANDA SLATER | Senior Policy Advisor, Senator Carper; Legislative Assistant, Deputy Legislative Director, Rep. Perlmutter; Legislative Assistant, Rep. Tauscher | MASTERCARD WORLDWIDE | 1 | 2022 |
| JEFF O'NEIL | Deputy Chief of Staff for Policy, Leg. Dir., Sr. Leg. Asst., Leg. Asst., Leg. Corresp., Staff Asst., Rep. Ed Perlmutter | PLANET LABS PBC | 1 | 2022 |
| RYNE CARNEY | Intern. Rep. Ed Perlmutter | ALLIANCE FOR AGING RESEARCH | 1 | 2021 |
| HALEY NICHOLSON | Senior Legislative Assistant, Rep. Perlmutter (2012-13); Legislative Assistant, Rep. Perlmutter (2011-12); Legislative Correspondent, Rep. Perlmutter (2010-11); Staff Assistant, Rep. Perlmutter (2009-10); Intern, Rep. DeGette (2007) | ARNOLD & PORTER KAYE SCHOLER LLP | 1 | 2021 |
From their payroll to lobbying
People Perlmutter'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 Perlmutter themselves.
See the data
| Lobbyist | On the payroll as | Last paid | Lobbying for | Clients | Years | Confirmed |
|---|---|---|---|---|---|---|
| ALISON WRIGHT | Deputy Chief of Staff for Ops · Deputy Chief of Staff/director | Q1 2023 | HOLLAND & KNIGHT LLP | 21 | 2023–2026 | yes |
| JOSEPH MINGES | Legislative Assistant | Q2 2022 | INNOVATIVE FEDERAL STRATEGIES, LLC | 19 | 2022–2026 | yes |
| GARRETT LUKKEN | Constituent Services Represent · Legislative Assistant · Legislative Correspondent | Q4 2022 | VENN STRATEGIES | 15 | 2023–2026 | yes |
| MYRIA GARCIA | Paid Intern - House Program | Q2 2022 | ML STRATEGIES, LLC | 1 | 2025 | no |
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, 2023 report
Their 25 largest holdings, as a table
| Asset | Kind | Owner | Value | Income |
|---|---|---|---|---|
| U.S. Bancorp | Corporate Securities | Self | $100K – $250K | Dividends: $2,501 – $5,000 |
| US Bancorp Del DEPOSITARY SH S G (USB$N) | Corporate Securities | Self | $50K – $100K | Dividends: $1,001 – $2,500 |
| Stanley Black & Decker, Inc. | Corporate Securities | Self | $50K – $100K | Dividends: $2,501 – $5,000 |
| iShares 1-5 Year Investment Grade Corporate Bond ETF | Mutual Funds | Spouse | $15K – $50K | Dividends: $201 – $1,000 |
| Wells Fargo Checking | Bank Deposit | Spouse | $15K – $50K | Interest: $1 – $200 |
| ZLDR, LLC | Other | Self | $15K – $50K | None: — |
| Amazon.com, Inc. | Corporate Securities | Spouse | $1,001 – $15K | None: — |
| Apple Inc. | Corporate Securities | Spouse | $1,001 – $15K | Dividends: $201 – $1,000 |
| Columbia Short Duration Bond ETF | Corporate Securities | Spouse | $1,001 – $15K | Dividends: $1 – $200 |
| Costco Wholesale Corporation | Corporate Securities | Spouse | $1,001 – $15K | Dividends: $1 – $200 |
| iShares 1-5 Year Investment Grade Corporate Bond ETF | Corporate Securities | Spouse | $1,001 – $15K | Dividends: $1 – $200 |
| SPDR DoubleLine Total Return Tactical ETF | Mutual Funds | Spouse | $1,001 – $15K | Dividends: $1 – $200 |
| Vanguard Short-Term Bond ETF | Corporate Securities | Spouse | $1,001 – $15K | Dividends: $1 – $200 |
| Invesco KBW Bank ETF | Corporate Securities | Spouse | $1,001 – $15K | Dividends: $1 – $200 |
| Invesco QQQ Trust, Series 1 | Mutual Funds | Spouse | $1,001 – $15K | Capital Gains, Dividends: $201 – $1,000 |
| Kroger Company | Corporate Securities | Spouse | $1,001 – $15K | Dividends: $1 – $200 |
| Piper Sandler Companies | Corporate Securities | Self | $1,001 – $15K | Dividends: $1 – $200 |
| RBC Wealth Management Money Market | Bank Deposit | Self | $1,001 – $15K | Dividends: $1 – $200 |
| Stanley Black & Decker, Inc. | Corporate Securities | Self | $1,001 – $15K | Dividends: $201 – $1,000 |
| Working Interest in 7 oil and gas wells | Business Entity | Self | $1,001 – $15K | Oil and Gas revenue: $2,501 – $5,000 |
| PIMCO Enhanced Low Duration Active Exchange-Traded Fund | Corporate Securities | Spouse | $1,001 – $15K | Dividends: $201 – $1,000 |
| RBC Wealth Management Money Market | Bank Deposit | Self | $1,001 – $15K | Dividends: $1 – $200 |
| SPDR DoubleLine Total Return Tactical ETF | Mutual Funds | Spouse | $1,001 – $15K | Dividends: $201 – $1,000 |
| SPDR S&P 500 | Mutual Funds | Spouse | $1,001 – $15K | Capital Gains, Dividends: $1,001 – $2,500 |
| SPDR S&P Dividend ETF | Mutual Funds | Spouse | $1,001 – $15K | Capital Gains, Dividends: $201 – $1,000 |
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
All 117 trades
| Date | Asset | Trade | Owner | Amount | Days to report |
|---|---|---|---|---|---|
| 2022-11-15 | Vanguard Small-Cap Value ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-11-15 | Vanguard Short-Term Bond ETF | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2022-11-15 | Vanguard Real Estate ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-11-15 | Vanguard Mid-Cap Value ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-11-15 | Vanguard Mid-Cap ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-11-15 | SPDR Select Sector Fund - Energy Select Sector | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-11-15 | SPDR S&P Dividend ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-11-15 | SPDR S&P 500 | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-11-15 | Invesco QQQ Trust, Series 1 | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-11-10 | Costco Wholesale Corporation (COST) [ST] Ed Perlmutter , 12/19/2022 | Purchase | Spouse | $1,001 – $15K | 39 |
| 2022-11-10 | ChargePoint Holdings, Inc. | Purchase | Spouse | $1,001 – $15K | 39 |
| 2022-11-10 | Apple Inc. | Purchase | Spouse | $1,001 – $15K | 39 |
| 2022-11-10 | Amazon.com, Inc. | Purchase | Spouse | $1,001 – $15K | 39 |
| 2022-11-03 | Vanguard Small-Cap Value ETF | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2022-11-03 | Vanguard Mid-Cap Value ETF | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2022-11-03 | Vanguard Mega Cap Growth ETF | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2022-11-03 | SPDR S&P Dividend ETF | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2022-11-03 | Invesco QQQ Trust, Series 1 | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2022-11-02 | SPDR Select Sector Fund - Energy Select Sector | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2022-11-01 | ChargePoint Holdings, Inc. | Sale (Full) | Spouse | $1,001 – $15K | 48 |
| 2022-10-28 | Invesco QQQ Trust, Series 1 | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-10-26 | Vanguard Mega Cap Growth ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-10-25 | Vanguard Small-Cap Value ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-10-25 | Vanguard Mid-Cap Value ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-10-25 | Invesco QQQ Trust, Series 1 | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-10-24 | SPDR S&P Dividend ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-10-24 | PIMCO Enhanced Low Duration Active Exchange-Traded Fund | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-10-17 | SPDR Select Sector Fund - Energy Select Sector | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-10-17 | SPDR S&P Dividend ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-09-15 | SPDR Select Sector Fund - Energy Select Sector | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2022-09-02 | Vanguard Short-Term Bond ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-09-02 | ChargePoint Holdings, Inc. | Purchase | Spouse | $1,001 – $15K | 24 |
| 2022-08-22 | PIMCO Enhanced Low Duration Active Exchange-Traded Fund | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-08-22 | iShares 1-5 Year Investment Grade Corporate Bond ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-08-16 | Vanguard Total Bond Market ETF | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2022-08-16 | Vanguard Short-Term Bond ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-08-16 | PIMCO Active Bond Exchange-Traded Fund Exchange-Traded Fund | Sale (Full) | Spouse | $15K – $50K | annual |
| 2022-08-16 | iShares iBoxx $ Investment Grade Corporate Bond ETF | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2022-08-16 | iShares 1-5 Year Investment Grade Corporate Bond ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-08-16 | Vanguard Short-Term Bond ETF via Individual Retirement Account | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-08-16 | PIMCO Active Bond Exchange-Traded Fund Exchange-Traded Fund via Individual Retirement Account | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2022-08-16 | iShares iBoxx $ Investment Grade Corporate Bond ETF via Individual Retirement Account | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2022-08-16 | iShares 1-5 Year Investment Grade Corporate Bond ETF via Individual Retirement Account | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-08-16 | Columbia Short Duration Bond ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-08-15 | SPDR S&P Dividend ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-08-15 | PIMCO Active Bond Exchange-Traded Fund Exchange-Traded Fund | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2022-07-20 | SPDR Select Sector Fund - Energy Select Sector | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-07-20 | Invesco KBW Bank ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-07-19 | Kroger Company | Purchase | Spouse | $1,001 – $15K | 69 |
| 2022-06-07 | Vanguard Real Estate ETF | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2022-05-20 | Invesco QQQ Trust, Series 1 | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2022-05-20 | Ford Motor Company | Sale (Full) | Spouse | $1,001 – $15K | 27 |
| 2022-05-20 | Apple Inc. | Sale (Full) | Spouse | $1,001 – $15K | 27 |
| 2022-05-13 | Vanguard Real Estate ETF | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2022-05-13 | Medical Properties Trust, Inc. common stock | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2022-05-13 | Verizon Communications Inc. | Sale (Partial) | Spouse | $1,001 – $15K | 34 |
| 2022-05-13 | Microsoft Corporation | Sale (Partial) | Spouse | $1,001 – $15K | 34 |
| 2022-05-13 | Ford Motor Company | Sale (Partial) | Spouse | $1,001 – $15K | 34 |
| 2022-05-13 | Apple Inc. | Sale (Partial) | Spouse | $1,001 – $15K | 34 |
| 2022-05-13 | Amazon.com, Inc. | Sale (Full) | Spouse | $1,001 – $15K | 34 |
| 2022-05-04 | Medical Properties Trust, Inc. common stock | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-04-29 | Vanguard Mid-Cap ETF | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2022-04-29 | SPDR S&P Dividend ETF | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2022-04-22 | Costco Wholesale Corporation | Sale (Partial) | Spouse | $1,001 – $15K | 18 |
| 2021-12-23 | Invesco KBW Bank ETF | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2021-12-21 | Coinbase Global, Inc. - Class A | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2021-12-21 | Berkshire Hathaway Inc. New | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2021-11-30 | Vanguard Real Estate ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-11-30 | Vanguard Mid-Cap ETF | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2021-11-30 | SPDR S&P Dividend ETF | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2021-11-30 | SPDR Portfolio Europe ETF | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2021-11-26 | Ford Motor Company | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-11-26 | Costco Wholesale Corporation | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2021-11-03 | SPDR Portfolio Europe ETF | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2021-11-02 | PIMCO Active Bond Exchange-Traded Fund Exchange-Traded Fund via Individual Retirement Account | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2021-11-02 | Ford Motor Company | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-09-27 | SPDR S&P Dividend ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-09-27 | SPDR DoubleLine Total Return Tactical ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-09-27 | PIMCO Active Bond Exchange-Traded Fund Exchange-Traded Fund | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2021-09-24 | Vanguard Mid-Cap ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-09-24 | PIMCO Active Bond Exchange-Traded Fund Exchange-Traded Fund | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2021-09-23 | Coinbase Global, Inc. - Class A | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-09-17 | PIMCO Enhanced Short Maturity Active Exchange-Traded Fund | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2021-09-17 | PIMCO Active Bond Exchange-Traded Fund Exchange-Traded Fund | Purchase | Spouse | $15K – $50K | annual |
| 2021-09-17 | iShares Core S&P Small-Cap ETF | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2021-09-17 | iShares Core S&P Mid-Cap ETF | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2021-09-17 | PIMCO Enhanced Short Maturity Active Exchange-Traded Fund via Individual Retirement Account | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2021-09-17 | PIMCO Active Bond Exchange-Traded Fund Exchange-Traded Fund via Individual Retirement Account | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-09-17 | iShares Core S&P Mid-Cap ETF via Individual Retirement Account | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2021-09-17 | Blackstone Mortgage Trust, Inc. | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2021-09-15 | Berkshire Hathaway Inc. New | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2021-07-07 | United Airlines Holdings, Inc. | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-07-07 | SPDR S&P Dividend ETF | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2021-07-07 | PIMCO Active Bond Exchange-Traded Fund Exchange-Traded Fund | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-07-07 | Alphabet Inc. - Class C Capital Stock | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2021-07-07 | Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2021-06-16 | Vanguard Real Estate ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-06-16 | Vanguard Mid-Cap ETF | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2021-06-16 | Vanguard Health Care ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-06-16 | SPDR Portfolio Europe ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-06-16 | iShares Core S&P Mid-Cap ETF | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2021-06-16 | Invesco QQQ Trust, Series 1 | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2021-06-16 | Blackstone Mortgage Trust, Inc. | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-06-16 | Berkshire Hathaway Inc. New | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-06-14 | Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2021-05-11 | SPDR S&P 500 | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2021-05-11 | Invesco QQQ Trust, Series 1 | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-05-11 | Invesco KBW Bank ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-05-11 | Alphabet Inc. - Class C Capital Stock | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-05-11 | Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-01-14 | Vanguard Mega Cap Growth ETF | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2021-01-14 | Vanguard Large-Cap ETF | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2021-01-14 | SPDR S&P 500 | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2021-01-14 | iShares Core S&P Small-Cap ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-01-14 | iShares Core S&P Mid-Cap ETF | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-01-14 | iShares Core S&P Mid-Cap ETF via Individual Retirement Account | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-01-14 | First Trust NASDAQ Clean Edge Green Energy Index Fund | Purchase | Spouse | $1,001 – $15K | annual |
What their office spends
What Perlmutter'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): $38,288 over the last 4 quarters, 9% 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 '24 | $0 | $11,386 | $0 | $0 | $0 | $11,386 |
| Q4 '23 | -$50 | $0 | $0 | $0 | $0 | -$50 |
| Q3 '23 | $0 | $0 | $0 | $1,815 | $0 | $1,815 |
| Q1 '23 | $3,566 | $6,840 | $1,682 | $491 | $12,558 | $25,137 |
| Q4 '22 | $195,500 | $20,198 | $18,966 | $22,387 | $10,324 | $267,376 |
| Q3 '22 | $253,650 | $27,356 | $36,775 | $77,098 | $17,781 | $412,659 |
| Q2 '22 | $293,108 | $24,260 | $25,228 | $233 | $16,300 | $359,129 |
| Q1 '22 | $304,692 | $8,058 | $29,565 | $69,877 | $25,559 | $437,751 |
| Q4 '21 | $315,315 | $13,160 | $29,443 | $191 | $12,373 | $370,482 |
| Q2 '21 | $256,011 | $4,541 | $31,352 | $52,601 | $11,851 | $356,357 |
| Q1 '21 | $276,930 | $2,980 | $28,854 | $62,906 | $13,519 | $385,190 |
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 |
|---|---|---|---|---|---|---|---|---|---|
| ZLDR, LLC | held 2021 | $15K – $50K | |||||||
| Working Interest in 7 oil and gas wells | held 2021 | $1,001 – $15K |
How their trades did
Each of Perlmutter'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. 30 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
Before the public knew: between trading and first reporting a trade (a median of 34 days; 14% of them reported late), their trades moved +0.9% against the market, where the same trades on other days give -6.4% to +6.2%. Copying each on the day it was reported would have earned -1.7% over the next 30 days.
Their trades as a fund
Each purchase buys the middle of its amount band, each sale sells it, from May 11, 2021: 7.0% a year against the S&P 500's 13.1%; copying the reports, 11.7%. 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 Coinbase Global, Inc. - Class A (COIN) 2021-09-23 · $1,001 – $15K · +34.3% against the market in 30 days, +1.3% in 90
- Sold ChargePoint Holdings, Inc. (CHPT) 2022-11-01 · $1,001 – $15K · +19.5% against the market in 30 days, +21.7% in 90
- Sold Costco Wholesale Corporation (COST) 2022-04-22 · $1,001 – $15K · +17.9% against the market in 30 days, +1.2% in 90
Worst timed
- Bought ChargePoint Holdings, Inc. (CHPT) 2022-11-10 · $1,001 – $15K · -13.2% against the market in 30 days, -7.1% in 90
- Sold Berkshire Hathaway Inc. New (BRK-B) 2021-12-21 · $1,001 – $15K · -9.6% against the market in 30 days, -23.0% in 90
- Sold Verizon Communications Inc. (VZ) 2022-05-13 · $1,001 – $15K · -9.6% against the market in 30 days, +10.9% in 90
Financial disclosures
13 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 26, 2023 | Termination Report for 2023 | 64 |
| Dec 19, 2022 | Periodic Transaction Report | 5 |
| Sep 26, 2022 | Periodic Transaction Report | 2 |
| Aug 9, 2022 | Annual Report for 2021 | 53 |
| Jun 16, 2022 | Periodic Transaction Report | 7 |
| May 10, 2022 | Extension for 2021 | — |
| May 10, 2022 | Periodic Transaction Report | 1 |
| Jan 25, 2022 | Periodic Transaction Report | 0 |
| Dec 22, 2021 | Periodic Transaction Report | 0 |
| Dec 2, 2021 | Periodic Transaction Report | 0 |
| Oct 26, 2021 | Periodic Transaction Report | 0 |
| Aug 24, 2021 | Periodic Transaction Report | 0 |
| Jun 25, 2021 | Periodic Transaction Report | 0 |