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Members

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

$664K$28K$38.0M

Votes with their party

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

49.0%100.0%

Missed votes

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

0.0%82.4%

Lobbyists' giving

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

$1,500$12.5M

Money from out of state

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

25%2%100%

Bills sponsored

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

0130

Voting record

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

-0.28← more liberalmore conservative →

Where their campaign money comes from

2021–22
$664K
See the data
PeriodRaisedIndividualsPACsPartiesOwn moneySpentCashOutside forOutside 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.

2023–24
-$2,900
2021–22
$106K

Where it came from

  • Less
  • More
  • Their state
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Their donors' employers

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

BROWNSTEIN HYATT FARBER SCHRECK
$6,800
SIERRA NEVADA CORP
$2,900
SHEMAN & HOWARD LLC
$2,900
INVARIANT
$2,900
COLLEGE BOARD
$2,900
ROCKET MORTGAGE
$2,000
CARLSON HAMMOND & PADDOCK LLC
$2,000
BUTERA & ANDREWS
$2,000
VIVAGE QUALITY HEALTH PARTNERS
$1,500
OGILVY GOVERNMENT RELATIONS
$1,500
HAZELL CONSULTING LLC
$1,500
STATE OF COLORADO
$1,250
The largest donors, and the numbers
PeriodItemizedContributionsFrom CORetired donors
2023–24-$2,9001100%0%
2021–22$105,98632175%13%
DonorWhereEmployer, occupationTotal
BROWNSTEIN, NORMANDENVER, COBROWNSTEIN HYATT FARBER SCHRECK, ATTORNEY$5,800
STRYKER, PATFORT COLLINS, COSELF-EMPLOYED, PHILANTHROPIST$5,800
CHAMBERS, MERLEDENVER, CON/A, RETIRED$2,900
KAMERATH, ERICDRAPER, UTSELF EMPLOYED, ATTORNEY$2,900
KAMERATH, KRISTINDRAPER, UTN/A, N/A$2,900
OZMEN, FAITHSPARKS, NVSIERRA NEVADA CORP, OWNER$2,900
ROMER, ROYDENVER, COCOLLEGE BOARD, EDUCATOR$2,900
STANTON, MARY BETHWASHINGTON, DCINVARIANT, LOBBYIST$2,900
WILLIAMS, MARK WDENVER, COSHEMAN & HOWARD LLC, ATTORNEY$2,900
VITALE, ANGELONORTHVILLE, MI$2,200
BUTERA, JAMESWASHINGTON, DCBUTERA & ANDREWS, PRINCIPAL$2,000
GABLEHOUSE, TIMOTHYTABERNASH, COSELF, ATTORNEY$2,000
MANDELL, RICHARDBLOOMFIELD, MIROCKET MORTGAGE, LEADERSHIP COACH$2,000
PADDOCK, WILLIAM ADENVER, COCARLSON HAMMOND & PADDOCK LLC, ATTORNEY$2,000
DEGRASSI, WINNETTEGOLDEN, CON/A, RETIRED$1,500
HAZELL, DON FGOLDEN, COHAZELL CONSULTING LLC, CONSULTANT$1,500
MOSKOWITZ, JAYDENVER, COVIVAGE QUALITY HEALTH PARTNERS, PRESIDENT$1,500
TAYLOR, GORDONWASHINGTON, DCOGILVY GOVERNMENT RELATIONS, SR. VP$1,500
ARBOGAST, CHRISTINECENTENNIAL, COKOGOVSEK & ASSOCIATES, LOBBYIST$1,250
COHEN, NANCY LDENVER, COLEWIS BRISBOIS, LAWYER$1,250
BERENBAUM, SANDIDENVER, CON/A, NOT EMPLOYED$1,050
BAUMANN, FREDERICK J.DENVER, COLEWIS ROCA ROTHGERBER, ATTORNEY$1,000
BEACH, CARROLLWESTMINSTER, CON/A, RETIRED$1,000
BEARDSLEY, PAMELA D.DENVER, COSELF, COMMUNITY VOLUNTEER$1,000
BROOKS, SIDNEYCASTLE ROCK, CON/A, N/A$1,000

Their biggest PAC and party givers

All 25
CommitteeConnected organizationTotalGifts
FMR LLC POLITICAL ACTION COMMITTEE - FEDERAL (FIDELITY PAC)FMR LLC$7,0005
TRANSAMERICA CORPORATION PACTRANSAMERICA$6,0003
WELLS FARGO AND COMPANY EMPLOYEES GOOD GOVERNMENT FEDERAL FUND IIWELLS FARGO AND COMPANY NORTH CAROLINA EMPLOYEES GOOD GOVERNMENT FUND$5,0002
VAIL RESORTS EMPLOYEE POLITICAL ACTION COMMITTEE$5,0002
UBS AMERICAS INC. POLITICAL ACTION COMMITTEE (UBS PAC)UBS AMERICAS INC.$5,0001
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$5,0001
U.S. BANCORP FEDERAL POLITICAL ACTION COMMITTEEU.S. BANCORP$5,0003
THE TRAVELERS COMPANIES, INC. POLITICAL ACTION COMMITTEE (T-PAC)THE TRAVELERS COMPANIES INC.$5,0002
THE COUNCIL OF INSURANCE AGENTS & BROKERS POLITICAL ACTION COMMITTEECOUNCIL OF INSURANCE AGENTS & BROKERS$5,0003
THE CONSUMER BANKERS ASSOCIATION POLITICAL ACTION COMMITTEECONSUMER BANKERS ASSOCIATION$5,0001
TEACHERS INSURANCE ANNUITY ASSOCIATION OF AMERICA PAC (TIAA PAC)TEACHERS INSURANCE ANNUITY ASSOCIATION OF AMERICA$5,0004
TCF FINANCIAL CORPORATION PAC$5,0001
ROCK HOLDINGS INC. PACROCK HOLDINGS INC.$5,0004
REGIONS FINANCIAL CORPORATION POLITICAL ACTION COMMITTEEREGIONS FINANCIAL CORPORATION$5,0001
PACIFIC LIFE INSURANCE COMPANY POLITICAL ACTION COMMITTEEPACIFIC LIFE INSURANCE COMPANY$5,0002
PAC TO THE FUTUREPELOSI$5,0003
NATIONAL MULTIFAMILY HOUSING COUNCIL POLITICAL ACTION COMMITTEENATIONAL MULTIFAMILY HOUSING COUNCIL$5,0003
NATIONAL BEER WHOLESALERS ASSOCIATION POLITICAL ACTION COMMITTEENATIONAL BEER WHOLESALERS ASSOCIATION$5,0003
NATIONAL ASSOCIATION OF REAL ESTATE INVESTMENT TRUSTS, INC. POLITICAL ACTION COMMITTEENATIONAL ASSOCIATION OF REAL ESTATE INVESTMENT TRUSTS, INC.$5,0002
NATIONAL ASSOCIATION OF FEDERAL CREDIT UNIONS POLITICAL ACTION COMMITTEE / NAFCU/PAC / DBA NATIONAL ASSOCIATION OF FEDERALLY-INSURED CREDIT UNIONSNATIONAL ASSOCIATION OF FEDERALLY-INSURED CREDIT UNIONS (NAFCU)$5,0002
MORTGAGE BANKERS ASSOCIATION POLITICAL ACTION COMMITTEE (MORPAC)MORTGAGE BANKERS ASSOCIATION$5,0002
MEDICARE FOR ALL$5,0001
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY POLITICAL ACTION COMMITTEEMASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY$5,0001
INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS POLITICAL ACTION COMMITTEE$5,0003
FEDERAL HOME LOAN BANK OF TOPEKA PAC$5,0002

Outside spending for and against them

All of it
$8

Who spent it

PLANNED PARENTHOOD VOTES
$8
See the data
SpenderFor or againstTotalReports
PLANNED PARENTHOOD VOTESfor$81

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).

FY 2023
$23.3M
FY 2022
$7.6M

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

Wadsworth Boulevard Phase 2
Department of Transportation
$4.0M
62nd Avenue and Vasquez Intersection
Department of Transportation
$4.0M
Global Energy Park Educational Walkways State of Colorado
Department of Housing and Urban Development · its employees gave $1,250
$4.0M
Federal Parkway Multimodal Improvements
Department of Transportation
$3.0M
Green Hydrogen Laboratory Equipment Colorado School of Mines
Department of Energy · its employees gave $50
$3.0M
City of Northglenn for Water Treatment Plant Improvements
Environmental Protection Agency
$2.3M
SH 93 Widening and Relocation Design, City of Golden
Department of Transportation
$2.3M
Expanding Services to Domestic Violence Victims in Adams County Adams County Government
Department of Justice
$2.0M
Kids First Health Care
Department of Health and Human Services
$800K
Veterans Memorial Amphitheater Adams County
Department of Housing and Urban Development
$750K
All 22
YearRecipientAmountAsked withIts employees gave themIts lobbying firm gave them
FY 2023Wadsworth Boulevard Phase 2
Department of Transportation · Highway Infrastructure Programs · CO
$4,000,000
FY 202362nd Avenue and Vasquez Intersection
Department of Transportation · Highway Infrastructure Programs · CO
$4,000,000
FY 2023Global 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 2023Federal Parkway Multimodal Improvements
Department of Transportation · Highway Infrastructure Programs · CO
$3,000,000
FY 2023Green Hydrogen Laboratory Equipment Colorado School of Mines
Department of Energy · Energy Projects · CO
$3,000,000$50, 1 donor
FY 2023City 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 2023Veterans Memorial Amphitheater Adams County
Department of Housing and Urban Development · Community Development Fund · CO
$750,000Crow
FY 2023Food Bank Donation Facilities Food Bank of the Rockies
Department of Housing and Urban Development · Community Development Fund · CO
$600,000
FY 2023Boys 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 2023Colorado 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 2023Peaks to Plains Trail
Department of Transportation · Highway Infrastructure Programs · CO
$400,000
FY 2023Craig Energy Center Feasibility Study Tri-State Generation and Transmission, Inc
Department of Energy · Energy Projects · CO
$200,000
FY 2022SH 93 Widening and Relocation Design, City of Golden
Department of Transportation · Highway Infrastructure Programs · CO
$2,320,000
FY 2022Expanding Services to Domestic Violence Victims in Adams County Adams County Government
Department of Justice · Byrne · CO
$2,000,000Crow, Neguse
FY 2022Kids 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 2022Commerce City Quiet Zones
Department of Transportation · Highway Infrastructure Programs · CO
$615,000
FY 2022National 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 2022Body-Worn Cameras for the Thornton Police Department City of Thornton
Department of Justice · Byrne · CO
$310,000
FY 2022Red 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 2022Savio 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 2022Airport Airfield Lighting Improvements (BJC)
Department of Transportation · Grants-in-Aid for Airports · CO
$270,000
FY 2022National 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

Congress
7
Government Operations and Politics
2
Finance and Financial Sector
2
Transportation and Public Works
1
Science, Technology, Communications
1
Private Legislation
1
Housing and Community Development
1
Health
1
Their bills
BillLatest 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 juDec 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 ActDec 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 seSep 20, 2022 Motion to reconsider laid on the table Agreed to without objection.
H.R. 8577 GREEN Appraisals Act of 2022Aug 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 heJul 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 reinvestmenMar 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 durinJan 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 2021Oct 27, 2021 Referred to the House Committee on Financial Services.
H.R. 4719 Space Resources Institute ActJul 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 heJul 20, 2021 Referred to the House Committee on Oversight and Reform.
H.R. 4155 Green Neighborhoods Act of 2021Jun 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 2021May 20, 2021 Referred to the House Committee on Education and Labor.
H.R. 3318 Railroad Rehabilitation and Improvement Financing Equity ActMay 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 buMay 12, 2021 Motion to reconsider laid on the table Agreed to without objection.
H.R. 2596 Truth in Buffalo Labeling ActApr 16, 2021 Referred to the Subcommittee on Health.
H.R. 1996 SAFE Banking Act of 2021Apr 20, 2021 Received in the Senate and Read twice and referred to the Committee on Banking, Housing, and Urban Affairs.
CongressSponsoredBecame lawCosponsored
117th180348

14 former staff now lobbying

AMANDA SLATER
RICH FEUER ANDERSON
24 clients
NOAH MARINE
INVARIANT LLC
15 clients
ALISON WRIGHT
HOLLAND & KNIGHT LLP
13 clients
JOSEPH MINGES
INNOVATIVE FEDERAL STRATEGIES, LLC
13 clients
GARRETT LUKKEN
VENN STRATEGIES
10 clients
MATT HENKEN
VAN SCOYOC ASSOCIATES
9 clients
MICHAEL SPIRA
VENN STRATEGIES
4 clients
THOMAS MOTTUR
BROWNSTEIN HYATT FARBER SCHRECK, LLP
2 clients
RYNE CARNEY
CAMBIA HEALTH SOLUTIONS
1 client
HALEY NICHOLSON
THE AMERICAN INSTITUTE OF ARCHITECTS
1 client
AMANDA SLATER
MASTERCARD WORLDWIDE
1 client
JEFF O'NEIL
PLANET LABS PBC
1 client
RYNE CARNEY
ALLIANCE FOR AGING RESEARCH
1 client
HALEY NICHOLSON
ARNOLD & PORTER KAYE SCHOLER LLP
1 client
See the data
LobbyistFormer position, as they list itFirmsClientsYears
AMANDA SLATERSenior Policy Advisor, Senator Tom Carper; Deputy Legislative Director, Rep. Ed Perlmutter; Legislative Assistant, Rep. Ellen Tauscher.RICH FEUER ANDERSON242021–2022
NOAH MARINELeg. Dir, Rep. Ed Perlmutter (2013-2017); Leg. Asst, Rep. Ed Perlmutter (2011-2013)INVARIANT LLC152021–2026
ALISON WRIGHTScheduler, Chief of Operations, Deputy Chief of Staff, Rep. Ed PerlmutterHOLLAND & KNIGHT LLP132023–2026
JOSEPH MINGESLA/LC/Staff Assistant/Field Coordinator, Rep. Ed PerlmutterINNOVATIVE FEDERAL STRATEGIES, LLC132022–2025
GARRETT LUKKENLegislative Assistant - Representative Ed Perlmutter (CO-07)VENN STRATEGIES102022–2026
MATT HENKENLegislative Director, Congressman Ed Perlmutter; Associate Staff, House Committee on Rules; and Congressional Aide, Congressman Mark UdallVAN SCOYOC ASSOCIATES92021–2026
MICHAEL SPIRAChief 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 STRATEGIES42023–2025
THOMAS MOTTURIntern, Office of Rep. Ed Perlmutter (D-CO); Intern, Senate Committee on Banking, Housing, and Urban AffairsBROWNSTEIN HYATT FARBER SCHRECK, LLP22024
RYNE CARNEYIntern - Rep. Ed PerlmutterCAMBIA HEALTH SOLUTIONS12023–2026
HALEY NICHOLSONRep. Perlmutter, Sr. Legislative Assistant, 2009-2013THE AMERICAN INSTITUTE OF ARCHITECTS12026
AMANDA SLATERSenior Policy Advisor, Senator Carper; Legislative Assistant, Deputy Legislative Director, Rep. Perlmutter; Legislative Assistant, Rep. TauscherMASTERCARD WORLDWIDE12022
JEFF O'NEILDeputy Chief of Staff for Policy, Leg. Dir., Sr. Leg. Asst., Leg. Asst., Leg. Corresp., Staff Asst., Rep. Ed PerlmutterPLANET LABS PBC12022
RYNE CARNEYIntern. Rep. Ed PerlmutterALLIANCE FOR AGING RESEARCH12021
HALEY NICHOLSONSenior 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 LLP12021

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.

ALISON WRIGHT ✓
Deputy Chief of Staff for Ops · Deputy Chief of Staff/director, last paid Q1 2023 · HOLLAND & KNIGHT LLP
21 clients
JOSEPH MINGES ✓
Legislative Assistant, last paid Q2 2022 · INNOVATIVE FEDERAL STRATEGIES, LLC
19 clients
GARRETT LUKKEN ✓
Constituent Services Represent · Legislative Assistant · Legislative Correspondent, last paid Q4 2022 · VENN STRATEGIES
15 clients
MYRIA GARCIA
Paid Intern - House Program, last paid Q2 2022 · ML STRATEGIES, LLC
1 client
See the data
LobbyistOn the payroll asLast paidLobbying forClientsYearsConfirmed
ALISON WRIGHTDeputy Chief of Staff for Ops · Deputy Chief of Staff/directorQ1 2023HOLLAND & KNIGHT LLP212023–2026yes
JOSEPH MINGESLegislative AssistantQ2 2022INNOVATIVE FEDERAL STRATEGIES, LLC192022–2026yes
GARRETT LUKKENConstituent Services Represent · Legislative Assistant · Legislative CorrespondentQ4 2022VENN STRATEGIES152023–2026yes
MYRIA GARCIAPaid Intern - House ProgramQ2 2022ML STRATEGIES, LLC12025no

Holdings and trades

−$225K – $803Knet worth, 2023 report
117trades on their reports
2 of 15trades 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.

$10K$100K$1M$10M20212023

Largest holdings, 2023 report

U.S. Bancorp
Corporate Securities · Self
$100K+
US Bancorp Del DEPOSITARY SH S G (USB$N)
Corporate Securities · Self
$50K+
Stanley Black & Decker, Inc.
Corporate Securities · Self
$50K+
iShares 1-5 Year Investment Grade Corporate Bond ETF
Mutual Funds · Spouse
$15K+
Wells Fargo Checking
Bank Deposit · Spouse
$15K+
ZLDR, LLC
Other · Self
$15K+
Amazon.com, Inc.
Corporate Securities · Spouse
$1,001+
Apple Inc.
Corporate Securities · Spouse
$1,001+
Columbia Short Duration Bond ETF
Corporate Securities · Spouse
$1,001+
Costco Wholesale Corporation
Corporate Securities · Spouse
$1,001+
iShares 1-5 Year Investment Grade Corporate Bond ETF
Corporate Securities · Spouse
$1,001+
SPDR DoubleLine Total Return Tactical ETF
Mutual Funds · Spouse
$1,001+
Their 25 largest holdings, as a table
AssetKindOwnerValueIncome
U.S. BancorpCorporate SecuritiesSelf$100K – $250KDividends: $2,501 – $5,000
US Bancorp Del DEPOSITARY SH S G (USB$N)Corporate SecuritiesSelf$50K – $100KDividends: $1,001 – $2,500
Stanley Black & Decker, Inc.Corporate SecuritiesSelf$50K – $100KDividends: $2,501 – $5,000
iShares 1-5 Year Investment Grade Corporate Bond ETFMutual FundsSpouse$15K – $50KDividends: $201 – $1,000
Wells Fargo CheckingBank DepositSpouse$15K – $50KInterest: $1 – $200
ZLDR, LLCOtherSelf$15K – $50KNone: —
Amazon.com, Inc.Corporate SecuritiesSpouse$1,001 – $15KNone: —
Apple Inc.Corporate SecuritiesSpouse$1,001 – $15KDividends: $201 – $1,000
Columbia Short Duration Bond ETFCorporate SecuritiesSpouse$1,001 – $15KDividends: $1 – $200
Costco Wholesale CorporationCorporate SecuritiesSpouse$1,001 – $15KDividends: $1 – $200
iShares 1-5 Year Investment Grade Corporate Bond ETFCorporate SecuritiesSpouse$1,001 – $15KDividends: $1 – $200
SPDR DoubleLine Total Return Tactical ETFMutual FundsSpouse$1,001 – $15KDividends: $1 – $200
Vanguard Short-Term Bond ETFCorporate SecuritiesSpouse$1,001 – $15KDividends: $1 – $200
Invesco KBW Bank ETFCorporate SecuritiesSpouse$1,001 – $15KDividends: $1 – $200
Invesco QQQ Trust, Series 1Mutual FundsSpouse$1,001 – $15KCapital Gains, Dividends: $201 – $1,000
Kroger CompanyCorporate SecuritiesSpouse$1,001 – $15KDividends: $1 – $200
Piper Sandler CompaniesCorporate SecuritiesSelf$1,001 – $15KDividends: $1 – $200
RBC Wealth Management Money MarketBank DepositSelf$1,001 – $15KDividends: $1 – $200
Stanley Black & Decker, Inc.Corporate SecuritiesSelf$1,001 – $15KDividends: $201 – $1,000
Working Interest in 7 oil and gas wellsBusiness EntitySelf$1,001 – $15KOil and Gas revenue: $2,501 – $5,000
PIMCO Enhanced Low Duration Active Exchange-Traded FundCorporate SecuritiesSpouse$1,001 – $15KDividends: $201 – $1,000
RBC Wealth Management Money MarketBank DepositSelf$1,001 – $15KDividends: $1 – $200
SPDR DoubleLine Total Return Tactical ETFMutual FundsSpouse$1,001 – $15KDividends: $201 – $1,000
SPDR S&P 500Mutual FundsSpouse$1,001 – $15KCapital Gains, Dividends: $1,001 – $2,500
SPDR S&P Dividend ETFMutual FundsSpouse$1,001 – $15KCapital 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
20212022

What they trade most

PIMCO Active Bond Exchange-Traded Fund Exchange-Traded Fund
2021–2022 · $37K – $205K
9 trades
SPDR S&P Dividend ETF (SDY)
2021–2022 · $9,009 – $135K
9 trades
Invesco QQQ Trust, Series 1
2021–2022 · $7,007 – $105K
7 trades
iShares Core S&P Mid-Cap ETF (IJH)
2021–2021 · $5,005 – $75K
5 trades
Vanguard Mid-Cap ETF (VO)
2021–2022 · $5,005 – $75K
5 trades
Vanguard Real Estate ETF (VNQ)
2021–2022 · $5,005 – $75K
5 trades
SPDR Select Sector Fund - Energy Select Sector (XLE)
2022–2022 · $5,005 – $75K
5 trades
Ford Motor Company (F)
2021–2022 · $4,004 – $60K
4 trades
Vanguard Short-Term Bond ETF (BSV)
2022–2022 · $4,004 – $60K
4 trades
SPDR S&P 500 (SPY)
2021–2022 · $3,003 – $45K
3 trades
All 117 trades
DateAssetTradeOwnerAmountDays to report
2022-11-15Vanguard Small-Cap Value ETF PurchaseSpouse$1,001 – $15Kannual
2022-11-15Vanguard Short-Term Bond ETF Sale (Partial)Spouse$1,001 – $15Kannual
2022-11-15Vanguard Real Estate ETF PurchaseSpouse$1,001 – $15Kannual
2022-11-15Vanguard Mid-Cap Value ETF PurchaseSpouse$1,001 – $15Kannual
2022-11-15Vanguard Mid-Cap ETF PurchaseSpouse$1,001 – $15Kannual
2022-11-15SPDR Select Sector Fund - Energy Select Sector PurchaseSpouse$1,001 – $15Kannual
2022-11-15SPDR S&P Dividend ETF PurchaseSpouse$1,001 – $15Kannual
2022-11-15SPDR S&P 500 PurchaseSpouse$1,001 – $15Kannual
2022-11-15Invesco QQQ Trust, Series 1 PurchaseSpouse$1,001 – $15Kannual
2022-11-10Costco Wholesale Corporation (COST) [ST] Ed Perlmutter , 12/19/2022 PurchaseSpouse$1,001 – $15K39
2022-11-10ChargePoint Holdings, Inc. PurchaseSpouse$1,001 – $15K39
2022-11-10Apple Inc. PurchaseSpouse$1,001 – $15K39
2022-11-10Amazon.com, Inc. PurchaseSpouse$1,001 – $15K39
2022-11-03Vanguard Small-Cap Value ETF Sale (Full)Spouse$1,001 – $15Kannual
2022-11-03Vanguard Mid-Cap Value ETF Sale (Full)Spouse$1,001 – $15Kannual
2022-11-03Vanguard Mega Cap Growth ETF Sale (Full)Spouse$1,001 – $15Kannual
2022-11-03SPDR S&P Dividend ETF Sale (Partial)Spouse$1,001 – $15Kannual
2022-11-03Invesco QQQ Trust, Series 1 Sale (Full)Spouse$1,001 – $15Kannual
2022-11-02SPDR Select Sector Fund - Energy Select Sector Sale (Full)Spouse$1,001 – $15Kannual
2022-11-01ChargePoint Holdings, Inc. Sale (Full)Spouse$1,001 – $15K48
2022-10-28Invesco QQQ Trust, Series 1 PurchaseSpouse$1,001 – $15Kannual
2022-10-26Vanguard Mega Cap Growth ETF PurchaseSpouse$1,001 – $15Kannual
2022-10-25Vanguard Small-Cap Value ETF PurchaseSpouse$1,001 – $15Kannual
2022-10-25Vanguard Mid-Cap Value ETF PurchaseSpouse$1,001 – $15Kannual
2022-10-25Invesco QQQ Trust, Series 1 PurchaseSpouse$1,001 – $15Kannual
2022-10-24SPDR S&P Dividend ETF PurchaseSpouse$1,001 – $15Kannual
2022-10-24PIMCO Enhanced Low Duration Active Exchange-Traded Fund PurchaseSpouse$1,001 – $15Kannual
2022-10-17SPDR Select Sector Fund - Energy Select Sector PurchaseSpouse$1,001 – $15Kannual
2022-10-17SPDR S&P Dividend ETF PurchaseSpouse$1,001 – $15Kannual
2022-09-15SPDR Select Sector Fund - Energy Select Sector Sale (Full)Spouse$1,001 – $15Kannual
2022-09-02Vanguard Short-Term Bond ETF PurchaseSpouse$1,001 – $15Kannual
2022-09-02ChargePoint Holdings, Inc. PurchaseSpouse$1,001 – $15K24
2022-08-22PIMCO Enhanced Low Duration Active Exchange-Traded Fund PurchaseSpouse$1,001 – $15Kannual
2022-08-22iShares 1-5 Year Investment Grade Corporate Bond ETF PurchaseSpouse$1,001 – $15Kannual
2022-08-16Vanguard Total Bond Market ETF Sale (Full)Spouse$1,001 – $15Kannual
2022-08-16Vanguard Short-Term Bond ETF PurchaseSpouse$1,001 – $15Kannual
2022-08-16PIMCO Active Bond Exchange-Traded Fund Exchange-Traded Fund Sale (Full)Spouse$15K – $50Kannual
2022-08-16iShares iBoxx $ Investment Grade Corporate Bond ETF Sale (Full)Spouse$1,001 – $15Kannual
2022-08-16iShares 1-5 Year Investment Grade Corporate Bond ETF PurchaseSpouse$1,001 – $15Kannual
2022-08-16Vanguard Short-Term Bond ETF
via Individual Retirement Account
PurchaseSpouse$1,001 – $15Kannual
2022-08-16PIMCO Active Bond Exchange-Traded Fund Exchange-Traded Fund
via Individual Retirement Account
Sale (Full)Spouse$1,001 – $15Kannual
2022-08-16iShares iBoxx $ Investment Grade Corporate Bond ETF
via Individual Retirement Account
Sale (Full)Spouse$1,001 – $15Kannual
2022-08-16iShares 1-5 Year Investment Grade Corporate Bond ETF
via Individual Retirement Account
PurchaseSpouse$1,001 – $15Kannual
2022-08-16Columbia Short Duration Bond ETF PurchaseSpouse$1,001 – $15Kannual
2022-08-15SPDR S&P Dividend ETF PurchaseSpouse$1,001 – $15Kannual
2022-08-15PIMCO Active Bond Exchange-Traded Fund Exchange-Traded Fund Sale (Partial)Spouse$1,001 – $15Kannual
2022-07-20SPDR Select Sector Fund - Energy Select Sector PurchaseSpouse$1,001 – $15Kannual
2022-07-20Invesco KBW Bank ETF PurchaseSpouse$1,001 – $15Kannual
2022-07-19Kroger Company PurchaseSpouse$1,001 – $15K69
2022-06-07Vanguard Real Estate ETF Sale (Partial)Spouse$1,001 – $15Kannual
2022-05-20Invesco QQQ Trust, Series 1 Sale (Full)Spouse$1,001 – $15Kannual
2022-05-20Ford Motor Company Sale (Full)Spouse$1,001 – $15K27
2022-05-20Apple Inc. Sale (Full)Spouse$1,001 – $15K27
2022-05-13Vanguard Real Estate ETF Sale (Partial)Spouse$1,001 – $15Kannual
2022-05-13Medical Properties Trust, Inc. common stock Sale (Full)Spouse$1,001 – $15Kannual
2022-05-13Verizon Communications Inc. Sale (Partial)Spouse$1,001 – $15K34
2022-05-13Microsoft Corporation Sale (Partial)Spouse$1,001 – $15K34
2022-05-13Ford Motor Company Sale (Partial)Spouse$1,001 – $15K34
2022-05-13Apple Inc. Sale (Partial)Spouse$1,001 – $15K34
2022-05-13Amazon.com, Inc. Sale (Full)Spouse$1,001 – $15K34
2022-05-04Medical Properties Trust, Inc. common stock PurchaseSpouse$1,001 – $15Kannual
2022-04-29Vanguard Mid-Cap ETF Sale (Full)Spouse$1,001 – $15Kannual
2022-04-29SPDR S&P Dividend ETF Sale (Full)Spouse$1,001 – $15Kannual
2022-04-22Costco Wholesale Corporation Sale (Partial)Spouse$1,001 – $15K18
2021-12-23Invesco KBW Bank ETF Sale (Full)Spouse$1,001 – $15Kannual
2021-12-21Coinbase Global, Inc. - Class A Sale (Full)Spouse$1,001 – $15Kannual
2021-12-21Berkshire Hathaway Inc. New Sale (Full)Spouse$1,001 – $15Kannual
2021-11-30Vanguard Real Estate ETF PurchaseSpouse$1,001 – $15Kannual
2021-11-30Vanguard Mid-Cap ETF Sale (Partial)Spouse$1,001 – $15Kannual
2021-11-30SPDR S&P Dividend ETF Sale (Partial)Spouse$1,001 – $15Kannual
2021-11-30SPDR Portfolio Europe ETF Sale (Partial)Spouse$1,001 – $15Kannual
2021-11-26Ford Motor Company PurchaseSpouse$1,001 – $15Kannual
2021-11-26Costco Wholesale Corporation Sale (Partial)Spouse$1,001 – $15Kannual
2021-11-03SPDR Portfolio Europe ETF Sale (Partial)Spouse$1,001 – $15Kannual
2021-11-02PIMCO Active Bond Exchange-Traded Fund Exchange-Traded Fund
via Individual Retirement Account
Sale (Partial)Spouse$1,001 – $15Kannual
2021-11-02Ford Motor Company PurchaseSpouse$1,001 – $15Kannual
2021-09-27SPDR S&P Dividend ETF PurchaseSpouse$1,001 – $15Kannual
2021-09-27SPDR DoubleLine Total Return Tactical ETF PurchaseSpouse$1,001 – $15Kannual
2021-09-27PIMCO Active Bond Exchange-Traded Fund Exchange-Traded Fund Sale (Partial)Spouse$1,001 – $15Kannual
2021-09-24Vanguard Mid-Cap ETF PurchaseSpouse$1,001 – $15Kannual
2021-09-24PIMCO Active Bond Exchange-Traded Fund Exchange-Traded Fund Sale (Partial)Spouse$1,001 – $15Kannual
2021-09-23Coinbase Global, Inc. - Class A PurchaseSpouse$1,001 – $15Kannual
2021-09-17PIMCO Enhanced Short Maturity Active Exchange-Traded Fund Sale (Full)Spouse$1,001 – $15Kannual
2021-09-17PIMCO Active Bond Exchange-Traded Fund Exchange-Traded Fund PurchaseSpouse$15K – $50Kannual
2021-09-17iShares Core S&P Small-Cap ETF Sale (Full)Spouse$1,001 – $15Kannual
2021-09-17iShares Core S&P Mid-Cap ETF Sale (Full)Spouse$1,001 – $15Kannual
2021-09-17PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
via Individual Retirement Account
Sale (Full)Spouse$1,001 – $15Kannual
2021-09-17PIMCO Active Bond Exchange-Traded Fund Exchange-Traded Fund
via Individual Retirement Account
PurchaseSpouse$1,001 – $15Kannual
2021-09-17iShares Core S&P Mid-Cap ETF
via Individual Retirement Account
Sale (Full)Spouse$1,001 – $15Kannual
2021-09-17Blackstone Mortgage Trust, Inc. Sale (Full)Spouse$1,001 – $15Kannual
2021-09-15Berkshire Hathaway Inc. New Sale (Partial)Spouse$1,001 – $15Kannual
2021-07-07United Airlines Holdings, Inc. PurchaseSpouse$1,001 – $15Kannual
2021-07-07SPDR S&P Dividend ETF Sale (Partial)Spouse$1,001 – $15Kannual
2021-07-07PIMCO Active Bond Exchange-Traded Fund Exchange-Traded Fund PurchaseSpouse$1,001 – $15Kannual
2021-07-07Alphabet Inc. - Class C Capital Stock Sale (Full)Spouse$1,001 – $15Kannual
2021-07-07Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary Sale (Full)Spouse$1,001 – $15Kannual
2021-06-16Vanguard Real Estate ETF PurchaseSpouse$1,001 – $15Kannual
2021-06-16Vanguard Mid-Cap ETF Sale (Full)Spouse$1,001 – $15Kannual
2021-06-16Vanguard Health Care ETF PurchaseSpouse$1,001 – $15Kannual
2021-06-16SPDR Portfolio Europe ETF PurchaseSpouse$1,001 – $15Kannual
2021-06-16iShares Core S&P Mid-Cap ETF Sale (Partial)Spouse$1,001 – $15Kannual
2021-06-16Invesco QQQ Trust, Series 1 Sale (Partial)Spouse$1,001 – $15Kannual
2021-06-16Blackstone Mortgage Trust, Inc. PurchaseSpouse$1,001 – $15Kannual
2021-06-16Berkshire Hathaway Inc. New PurchaseSpouse$1,001 – $15Kannual
2021-06-14Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary Sale (Partial)Spouse$1,001 – $15Kannual
2021-05-11SPDR S&P 500 Sale (Full)Spouse$1,001 – $15Kannual
2021-05-11Invesco QQQ Trust, Series 1 PurchaseSpouse$1,001 – $15Kannual
2021-05-11Invesco KBW Bank ETF PurchaseSpouse$1,001 – $15Kannual
2021-05-11Alphabet Inc. - Class C Capital Stock PurchaseSpouse$1,001 – $15Kannual
2021-05-11Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary PurchaseSpouse$1,001 – $15Kannual
2021-01-14Vanguard Mega Cap Growth ETF Sale (Full)Spouse$1,001 – $15Kannual
2021-01-14Vanguard Large-Cap ETF Sale (Full)Spouse$1,001 – $15Kannual
2021-01-14SPDR S&P 500 Sale (Partial)Spouse$1,001 – $15Kannual
2021-01-14iShares Core S&P Small-Cap ETF PurchaseSpouse$1,001 – $15Kannual
2021-01-14iShares Core S&P Mid-Cap ETF PurchaseSpouse$1,001 – $15Kannual
2021-01-14iShares Core S&P Mid-Cap ETF
via Individual Retirement Account
PurchaseSpouse$1,001 – $15Kannual
2021-01-14First Trust NASDAQ Clean Edge Green Energy Index Fund PurchaseSpouse$1,001 – $15Kannual

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.

Q1 '21Q2 '21Q4 '21$437,751Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q3 '23Q4 '23Q2 '24
The numbers
QuarterStaff payTravelOffices: rent, phones, utilitiesMail and printingEverything elseTotal
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

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.

ZLDR, LLC
held from 2021
$33K
Working Interest in 7 oil and gas wells
held from 2021
$8,000
All 2, with what their filings say

Matched to SEC filers by name, so a match means "a filer with this name". Form D facts are from the newest one; manager figures from the SEC's monthly Form ADV file. Money is band midpoints, not dollars invested.

Fund or entityManagerFormedKindMinimumInvestorsFirst saleThey boughtTradedHeld
ZLDR, LLCheld 2021$15K – $50K
Working Interest in 7 oil and gas wellsheld 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
-10%-5.0%0+5.0%+10%
30 days later
30 trades · 53% beat the market
+1.8%
90 days later
30 trades · 40% beat the market
-1.2%

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.

Best timed

  1. 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
  2. Sold ChargePoint Holdings, Inc. (CHPT) 2022-11-01 · $1,001 – $15K · +19.5% against the market in 30 days, +21.7% in 90
  3. 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

  1. Bought ChargePoint Holdings, Inc. (CHPT) 2022-11-10 · $1,001 – $15K · -13.2% against the market in 30 days, -7.1% in 90
  2. 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
  3. 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.

FiledReportEntries
Jan 26, 2023Termination Report for 202364
Dec 19, 2022Periodic Transaction Report5
Sep 26, 2022Periodic Transaction Report2
Aug 9, 2022Annual Report for 202153
Jun 16, 2022Periodic Transaction Report7
May 10, 2022Extension for 2021—
May 10, 2022Periodic Transaction Report1
Jan 25, 2022Periodic Transaction Report0
Dec 22, 2021Periodic Transaction Report0
Dec 2, 2021Periodic Transaction Report0
Oct 26, 2021Periodic Transaction Report0
Aug 24, 2021Periodic Transaction Report0
Jun 25, 2021Periodic Transaction Report0