Kurt Schrader D
Democratic representative for Oregon (OR-5) (former), in the House since Jan 6, 2009.
Among all 440 members
Each dot is a member; Schrader 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
2021–22
$2.7M
See the data
| Period | Raised | Individuals | PACs | Parties | Own money | Spent | Cash | Outside for | Outside against |
|---|---|---|---|---|---|---|---|---|---|
| 2021–22 | $2,725,217 | $992,517 | $1,723,310 | $5,000 | $0 | $5,181,348 | $60,368 | $1,302,325 | $73,333 |
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 Oregon versus everywhere else, each period.
- From Oregon
- From out of state
2021–22
$634K
Where it came from
- Less
- More
- Their state
Their donors' employers
Employers as donors wrote them, 2021 on (retired and not employed donors aside).
FORTRESS INVESTMENT GROUP
$9,600
GREYLOCK PARTNERS
$8,700
MONTGOMERY CAPITAL INC
$7,800
WRBC
$5,800
US CELLULAR
$5,800
THE DUCHOSSOIS GROUP
$5,800
SAGESURE
$5,800
ROLLING8
$5,800
RIVULET CAPITAL
$5,800
PROVIDENT REAL ESTATE VENTURES
$5,800
OAKTREE CAPITAL MANAGEMENT LLC
$5,800
HUNT COMPANIES INC
$5,800
The largest donors, and the numbers
| Period | Itemized | Contributions | From OR | Retired donors |
|---|---|---|---|---|
| 2021–22 | $633,776 | 553 | 18% | 2% |
| Donor | Where | Employer, occupation | Total |
|---|---|---|---|
| BUERGER, ALAN | FORT WASHINGTON, PA | MONTGOMERY CAPITAL INC, EXECUTIVE | $8,700 |
| BACON, LOUIS M | NEW YORK, NY | NOT EMPLOYED, NOT EMPLOYED | $5,800 |
| BERKLEY, WILLIAM | KEY LARGO, FL | WRBC, CONSULTANT | $5,800 |
| BRAY, ALEXANDRA | SALT LAKE CITY, UT | NOT EMPLOYED, NOT EMPLOYED | $5,800 |
| CARLSON, LEROY T JR | CHICAGO, IL | US CELLULAR, PRESIDENT AND CEO | $5,800 |
| CROWN, ELIZABETH I | NORTHFIELD, IL | NOT EMPLOYED, NOT EMPLOYED | $5,800 |
| CROWN, JAMES S | CHICAGO, IL | HENRY CROWN AND COMPANY, CEO | $5,800 |
| DUCHOSSOIS, CRAIG | CHICAGO, IL | THE DUCHOSSOIS GROUP, EXECUTIVE | $5,800 |
| EVANS, ROGER | SAN FRANCISCO, CA | GREYLOCK PARTNERS, PARTNER EMERITUS | $5,800 |
| FOGG, ANGELA | AURORA, CO | SELF EMPLOYED, THERAPIST | $5,800 |
| HEATHERINGTON, JEFF SCOTT | VANCOUVER, WA | FAMILYCARE, INC., CEO | $5,800 |
| JURVETSON, KARLA | LOS ALTOS, CA | SELF, PHYSICIAN | $5,800 |
| KARPLUS, BARBARA | NEWBURY PARK, CA | SELF, TAX PRACTITIONER | $5,800 |
| KESSLER, IRVIN R | PARADISE VALLEY, AZ | PROVIDENT REAL ESTATE VENTURES, PRINCIPAL/CHAIRMAN | $5,800 |
| KLEINMAN, IRA | SAGAPONACK, NY | HARVEST PARTNERS, PREIVATE EQUITY INVESTOR | $5,800 |
| MARKS, HOWARD | NEW YORK, NY | OAKTREE CAPITAL MANAGEMENT LLC, INVESTMENTS | $5,800 |
| MCKNIGHT, DREW | DALLAS, TX | FORTRESS INVESTMENT GROUP, INVESTOR | $5,800 |
| MCLEAN, TERRENCE M | LOS ALTOS, CA | SAGESURE, INSURANCE | $5,800 |
| MORRIS, KEN | CAREFREE, AZ | NOT EMPLOYED, NOT EMPLOYED | $5,800 |
| MORRIS, LINDA | CAREFREE, AZ | NOT EMPLOYED, NOT EMPLOYED | $5,800 |
| NAVE, JAMES DVM | LAS VEGAS, NV | NOT EMPLOYED, NOT EMPLOYED | $5,800 |
| RAYMAN, STEVEN M | BIG ROCK, IL | SELF EMPLOYED, REAL ESTATE MANAGEMENT & INVESTMENT | $5,800 |
| SCHAFER, OSCAR | NEW YORK, NY | RIVULET CAPITAL, CHAIRMAN | $5,800 |
| SCRIVNER, DOUGLAS | LOS ALTOS HILLS, CA | NOT EMPLOYED, NOT EMPLOYED | $5,800 |
| SMALLING, RICHARD | AUSTIN, TX | ROLLING8, CONSULTANT | $5,800 |
Their biggest PAC and party givers
SENIOR CARE PHARMACY COALITION PAC
$15K
NCTA - THE INTERNET & TELEVISION ASSOCIATION POLITICAL ACTION COMMITTEE (NCTAPAC)
$15K
UNITED STATES CELLULAR CORPORATION POLITICAL ACTION COMMITTEE
$10K
SUPPORTING HOUSE PROBLEM SOLVERS - SHP PAC
$10K
SANOFI US SERVICES INC. EMPLOYEES' POLITICAL ACTION COMMITTEE
$10K
PELOSI
$10K
All 25
| Committee | Connected organization | Total | Gifts |
|---|---|---|---|
| THE WILLIAMS COMPANIES, INC. POLITICAL ACTION COMMITTEE | THE WILLIAMS COMPANIES, INC. | $15,000 | 3 |
| SENIOR CARE PHARMACY COALITION PAC | $15,000 | 5 | |
| NCTA - THE INTERNET & TELEVISION ASSOCIATION POLITICAL ACTION COMMITTEE (NCTAPAC) | $15,000 | 3 | |
| ELEVANCE HEALTH, INC. POLITICAL ACTION COMMITTEE (ELEVANCE HEALTH PAC) | ELEVANCE HEALTH, INC. | $15,000 | 5 |
| UNITED STATES CELLULAR CORPORATION POLITICAL ACTION COMMITTEE | $10,000 | 3 | |
| SUPPORTING HOUSE PROBLEM SOLVERS - SHP PAC | $10,000 | 4 | |
| SANOFI US SERVICES INC. EMPLOYEES' POLITICAL ACTION COMMITTEE | $10,000 | 3 | |
| PAC TO THE FUTURE | PELOSI | $10,000 | 2 |
| NATIONAL ASSOCIATION OF MANUFACTURERS PAC (NAM-PAC) | NATIONAL ASSOCIATION OF MANUFACTURERS | $10,000 | 3 |
| NATIONAL ASSOCIATION OF BENEFITS AND INSURANCE PROFESSIONALS PAC (NABIP PAC) | NATIONAL ASSOCIATION OF BENEFITS AND INSURANCE PROFESSIONALS | $10,000 | 5 |
| NATIONAL APARTMENT ASSOCIATION POLITICAL ACTION COMMITTEE | NATIONAL APARTMENT ASSOCIATION | $10,000 | 4 |
| CHARTER COMMUNICATIONS INC. POLITICAL ACTION COMMITTEE | CHARTER COMMUNICATIONS INC. | $10,000 | 4 |
| AMERICAN CRYSTAL SUGAR COMPANY POLITICAL ACTION COMMITTEE | AMERICAN CRYSTAL SUGAR COMPAY | $10,000 | 2 |
| AMERICAN COLLEGE OF RADIOLOGY ASSOCIATION PAC | AMERICAN COLLEGE OF RADIOLOGY ASSOCIATION | $10,000 | 3 |
| AMERICAN CABLE ASSOCIATION INC PAC (ACA PAC) | AMERICAN CABLE ASSOCIATION, INC. | $10,000 | 4 |
| ACPAC ACA INTERNATIONAL POLITICAL ACTION COMMITTEE | ACA INTERNATIONAL | $10,000 | 2 |
| TARGET CORPORATION CITIZENS POLITICAL FORUM (TARGETCITIZENS POLITICAL FORUM) | TARGET CORPORATION | $9,500 | 3 |
| INTERNATIONAL PAPER POLITICAL ACTION COMMITTEE (IP-PAC) | INTERNATIONAL PAPER | $8,500 | 3 |
| THE HOME DEPOT INC. POLITICAL ACTION COMMITTEE | THE HOME DEPOT INC. | $7,500 | 4 |
| PORTLAND GENERAL ELECTRIC CO. BI-PARTISAN COMM. FOR EFFECTIVE GOVT | PORTLAND GENERAL ELECTRIC CO. | $7,500 | 2 |
| NEW DEMOCRAT COALITION ACTION FUND | NEWDEM SUMMER VICTORY FUND | $7,500 | 3 |
| MICROSOFT CORPORATION STAKEHOLDERS VOLUNTARY PAC - MSVPAC | $7,500 | 3 | |
| DAIRY FARMERS OF AMERICA, INC. POLITICAL ACTION COMMITTEE; AKA DFA-PAC | DAIRY FARMERS OF AMERICA, INC. | $7,500 | 3 |
| BASF CORPORATION EMPLOYEES POLITICAL ACTION COMMITTEE | BASF CORPORATION | $7,500 | 3 |
| NATIONAL FEDERATION OF INDEPENDENT BUSINESS FEDERAL POLITICAL ACTION COMMITTEE | NATIONAL FEDERATION OF INDEPENDENT BUSINESS | $6,000 | 3 |
Outside spending for and against them
- Against them
- For them
All of it
$1.4M
Who spent it
MAINSTREAM DEMOCRATS PAC
$589K
CENTER FORWARD COMMITTEE
$385K
NATIONAL ASSOCIATION OF HOME BUILDERS
$100K
AMERICAN COLLEGE OF RADIOLOGY ASSOCIATION PAC
$75K
EARN INTERNATIONAL UNION OF OPERATING ENGINEERS
$75K
WFP NATIONAL PAC
$73K
NEW DEMOCRAT COALITION ACTION FUND
$50K
ANIMAL WELLNESS ACTION
$15K
NATIONAL ASSOCIATION OF REALTORS POLITICAL ACTION COMMITTEE
$13K
WOMEN SPEAK OUT PAC
$301
PLANNED PARENTHOOD VOTES
$8
See the data
| Spender | For or against | Total | Reports |
|---|---|---|---|
| MAINSTREAM DEMOCRATS PAC | for | $588,751 | 2 |
| CENTER FORWARD COMMITTEE | for | $385,000 | 1 |
| NATIONAL ASSOCIATION OF HOME BUILDERS | for | $100,000 | 2 |
| AMERICAN COLLEGE OF RADIOLOGY ASSOCIATION PAC | for | $75,000 | 1 |
| EARN INTERNATIONAL UNION OF OPERATING ENGINEERS | for | $75,000 | 1 |
| WFP NATIONAL PAC | against | $73,333 | 5 |
| NEW DEMOCRAT COALITION ACTION FUND | for | $50,000 | 2 |
| ANIMAL WELLNESS ACTION | for | $15,240 | 1 |
| NATIONAL ASSOCIATION OF REALTORS POLITICAL ACTION COMMITTEE | for | $13,025 | 3 |
| WOMEN SPEAK OUT PAC | for | $301 | 3 |
| PLANNED PARENTHOOD VOTES | for | $8 | 1 |
What lobbyists report giving them
By the lobbying firm or organization that filed: contributions to their campaigns and PACs, and payments to honor them (LD-203).
$29K
All 25
Earmarks they asked for
Congressionally directed spending enacted at their request, alone or with others: 23 earmarks, $47.1M. None went to an organization whose employees are among their donors.
- To an organization whose employees gave to them
- To one whose lobbying firm's lobbyists gave to them
- Other earmarks
FY 2023
$33.6M
FY 2022
$13.5M
Against chance: set beside the earmarks other members of their state's delegation asked for on their own, in the same year and account, 0 of the 17 of theirs went to their donors' employers; chance gives about 0: about what chance gives.
The largest
Willamette River at Willamette Falls
Army Corps of Engineers
$6.2M
Oregon Association of Relief Nurseries
Department of Health and Human Services
$5.1M
Oregon City Transit Center Tri-County Metropolitan Transportation District of Oregon
Department of Transportation
$5.0M
Hillside Redevelopment Project Housing Authority of Clackamas County
Department of Housing and Urban Development
$4.0M
Nehalem Bay Health District
Department of Health and Human Services
$3.0M
Tillamook County Fiber Network Tillamook County
Department of Agriculture
$3.0M
US-101 Sidewalk Infill
Department of Transportation
$2.8M
South Salem Mobility as a Service (MaaS) Transit Facility Salem Area Mass Transit District
Department of Transportation
$2.6M
Detroit Lake Marina Excavation and Resiliency Project Marion County
Department of Housing and Urban Development
$2.0M
Tillamook County Public Safety Radio Communication System Tillamook County
Department of Justice
$2.0M
All 23
| Year | Recipient | Amount | Asked with | Its employees gave them | Its lobbying firm gave them |
|---|---|---|---|---|---|
| FY 2023 | Oregon Association of Relief Nurseries Oregon Association of Relief Nurseries, Newberg, OR for facilities and equipment Department of Health and Human Services · Health Resources and Services Administration · OR | $5,055,844 | Bonamici | SUMMIT STRATEGIES GOVERNMENT AFFAIRS LLC ($3,150) | |
| FY 2023 | Oregon City Transit Center Tri-County Metropolitan Transportation District of Oregon Department of Transportation · Transit Infrastructure Grants · OR | $5,000,000 | |||
| FY 2023 | Hillside Redevelopment Project Housing Authority of Clackamas County Department of Housing and Urban Development · Community Development Fund · OR | $4,000,000 | |||
| FY 2023 | Nehalem Bay Health District Nehalem Bay Health District, OR, for facilities and equipment Department of Health and Human Services · Health Resources and Services Administration · OR | $3,000,000 | |||
| FY 2023 | Tillamook County Fiber Network Tillamook County Department of Agriculture · Rural Utilities Service - ReConnect Pilot Program · OR | $3,000,000 | |||
| FY 2023 | US-101 Sidewalk Infill Department of Transportation · Highway Infrastructure Programs · OR | $2,800,000 | |||
| FY 2023 | South Salem Mobility as a Service (MaaS) Transit Facility Salem Area Mass Transit District Department of Transportation · Transit Infrastructure Grants · OR | $2,560,000 | |||
| FY 2023 | Detroit Lake Marina Excavation and Resiliency Project Marion County Department of Housing and Urban Development · Community Development Fund · OR | $2,000,000 | |||
| FY 2023 | Tillamook County Public Safety Radio Communication System Tillamook County Department of Justice · COPS Tech · OR | $2,000,000 | |||
| FY 2023 | City of Aumsville for a Waste Water Treatment Plant Project Environmental Protection Agency · State and Tribal Assistance Grants - Clean Water State Revolving Fund · OR | $1,252,950 | |||
| FY 2023 | Northwest Medical Foundation Tillamook Northwest Medical Foundation Tillamook, OR for facilities and equipment Department of Health and Human Services · Health Resources and Services Administration · OR | $1,000,000 | |||
| FY 2023 | United We Heal United We Heal, Portland, OR for pre-apprenticeship and apprenticeship programs Department of Labor · Employment and Training Administration · OR | $892,000 | |||
| FY 2023 | Oregon Institute of Technology Oregon Institute of Technology, Wilsonville, OR for a healthcare career pathways program Department of Education · Elementary and Secondary Education · OR | $700,000 | VAN SCOYOC ASSOCIATES ($500) | ||
| FY 2023 | Chemeketa Community College Chemeketa Community College, Salem, OR for a commercial truck driving program and equipment Department of Labor · Employment and Training Administration · OR | $340,000 | |||
| FY 2022 | Willamette River at Willamette Falls Willamette River at Willamette Falls, OR U.S. Army Corps of Engineers Army Corps of Engineers · Construction · OR | $6,200,000 | |||
| FY 2022 | Oregon City Quiet Zone Department of Transportation · Highway Infrastructure Programs · OR | $2,000,000 | |||
| FY 2022 | North Fork Road Improvements Project, Marion County Department of Transportation · Highway Infrastructure Programs · OR | $1,440,000 | |||
| FY 2022 | Marion County Public Safety Radio System Upgrade and Repairs Marion County - Finance Department Department of Justice · COPS Tech · OR | $1,200,000 | |||
| FY 2022 | Columbia River Pinniped Removal Washington Department of Fish and Wildlife Department of Commerce · Operations, Research and Facilities · WA | $892,000 | |||
| FY 2022 | Providence Milwaukie Hospital Providence Milwaukie Hospital , Milwaukie, OR for facilities and equipment Department of Health and Human Services · Health Resources and Services Administration (HRSA) · OR | $800,000 | |||
| FY 2022 | Tillamook Bay Community College Foundation Tillamook Bay Community College Foundation, Tillamook, OR for a health workforce training initiative, including purchase of equipment Department of Health and Human Services · Health Resources and Services Administration (HRSA) · OR | $425,000 | |||
| FY 2022 | SafeSleep United - Expansion and Renovations United Way of Mid-Willamette Valley, Inc Department of Housing and Urban Development · Community Development Fund · OR | $425,000 | |||
| FY 2022 | Whale Entanglement Risk Reduction Research Oregon Department of Fish and Wildlife Department of Commerce · Operations, Research and Facilities · OR | $100,000 |
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. 8791 Medicare Enrollment Protection Act of 2022 | Sep 12, 2022 Referred to the Subcommittee on Health. |
| H.Res. 1048 Recognizing small business leadership in combating climate change. | Apr 7, 2022 Referred to the House Committee on Small Business. |
| H.R. 7389 MVP Act | Apr 5, 2022 Referred to the Subcommittee on Health. |
| H.R. 7047 Lowering Costs by Improving Biosimilar Uptake Act | Mar 10, 2022 Referred to the Subcommittee on Health. |
| H.R. 6345 To amend the Siletz Reservation Act to address the hunting, fishing, trapping, and animal gathering rights of the Confed | Dec 24, 2021 Referred to the Subcommittee for Indigenous Peoples of the United States. |
| H.R. 6346 To amend the Grand Ronde Reservation Act to address the hunting, fishing, trapping, and animal gathering rights of the C | Dec 24, 2021 Referred to the Subcommittee for Indigenous Peoples of the United States. |
| H.R. 5632 Long-Term Care Pharmacy Definition Act of 2021 | Oct 20, 2021 Referred to the Subcommittee on Health. |
| H.R. 4239 Healthy Dog Importation Act | Jul 28, 2021 Referred to the Subcommittee on Livestock and Foreign Agriculture. |
| H.R. 3257 US Navy SEAL SCPO Tyrone Snowden Woods Ceremony Invitee Act | May 14, 2021 Referred to the House Committee on Foreign Affairs. |
| H.R. 2853 Bringing Low-cost Options and Competition while Keeping Incentives for New Generics Act of 2021 | Apr 27, 2021 Referred to the Subcommittee on Health. |
| H.R. 2815 BIOSIM Act | Apr 23, 2021 Referred to the Subcommittee on Health. |
| H.R. 2061 Advancing Emergency Preparedness Through One Health Act of 2021 | May 26, 2021 Referred to the Subcommittee on Livestock and Foreign Agriculture. |
| H.R. 1891 To amend the Grand Ronde Reservation Act, and for other purposes. | May 14, 2021 Referred to the Subcommittee for Indigenous Peoples of the United States. |
| H.R. 1857 Protecting Access to Safe and Effective Medicines Act of 2021 | Mar 12, 2021 Referred to the Subcommittee on Health. |
| H.R. 1774 Hold Congress Accountable Act | Mar 10, 2021 Referred to the Committee on House Administration, and in addition to the Committee on Oversight and Reform, f |
| H.R. 841 Hemp and Hemp-Derived CBD Consumer Protection and Market Stabilization Act of 2021 | Feb 5, 2021 Referred to the Subcommittee on Health. |
| H.J.Res. 21 Proposing an amendment to the Constitution of the United States giving Congress power to regulate campaign contributions | Jan 28, 2021 Referred to the House Committee on the Judiciary. |
| H.R. 600 Presidential Inaugural Committee Oversight Act | Jan 28, 2021 Referred to the House Committee on Oversight and Reform. |
| Congress | Sponsored | Became law | Cosponsored |
|---|---|---|---|
| 117th | 18 | 0 | 194 |
7 former staff now lobbying
CHRIS HUCKLEBERRY
BLUESTONE STRATEGIES, LLC
9 clients
ETHAN PITTLEMAN
CAPITOL COUNSEL LLC
6 clients
GRANT BERKSHIRE
INTEGER, LLC
4 clients
GRANT BERKSHIRE
URBAN SWIRSKI & ASSOCIATES, LLC
4 clients
EVAN BRANDAW
GOWEST CREDIT UNION ASSOCIATION
1 client
ETHAN PITTLEMAN
GRANT PARK STRATEGIES
1 client
PAUL GAGE
PHARMACEUTICAL RESEARCH AND MANUFACTURERS OF AMERICA
1 client
See the data
| Lobbyist | Former position, as they list it | Firms | Clients | Years |
|---|---|---|---|---|
| CHRIS HUCKLEBERRY | Chief of Staff, Representative Kurt Schrader | BLUESTONE STRATEGIES, LLC | 9 | 2023–2026 |
| ETHAN PITTLEMAN | Legislative Aide, Rep. Kurt Schrader. | CAPITOL COUNSEL LLC | 6 | 2021–2022 |
| GRANT BERKSHIRE | Intern for Rep. Kurt Schrader | INTEGER, LLC | 4 | 2022–2026 |
| GRANT BERKSHIRE | Intern for Rep. Kurt Schrader | URBAN SWIRSKI & ASSOCIATES, LLC | 4 | 2021–2022 |
| EVAN BRANDAW | Leg. Asst, Rep. Kurt Schrader, Jan - Aug 2022; Staff Assistant/Leg. Correspondent, Rep. Kurt Schrader, Mar 2021 - Jan 2022; Intern, Sen. Jeff Merkley, Sept. 2018 - Jan. 2019. | GOWEST CREDIT UNION ASSOCIATION | 1 | 2026 |
| ETHAN PITTLEMAN | Legislative Aide, Rep. Kurt Schrader. | GRANT PARK STRATEGIES | 1 | 2022 |
| PAUL GAGE | Chief of Staff, Rep. Kurt Schrader | PHARMACEUTICAL RESEARCH AND MANUFACTURERS OF AMERICA | 1 | 2021 |
From their payroll to lobbying
People Schrader'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 Schrader themselves.
EVAN BRANDAW ✓
Legislative Assistant · Legislative Correspondent · Staff Assistant, last paid Q3 2022 · GOWEST CREDIT UNION ASSOCIATION
1 client
MEGAN MCKIBBEN
Senior Field Representative, last paid Q1 2021 · PACIFIC NORTHWEST WATERWAYS ASSOCIATION (PNWA)
1 client
JULIA STAFFORD
Legislative Assistant, last paid Q1 2021 · CARE ACTION NOW, INC.
1 client
See the data
| Lobbyist | On the payroll as | Last paid | Lobbying for | Clients | Years | Confirmed |
|---|---|---|---|---|---|---|
| EVAN BRANDAW | Legislative Assistant · Legislative Correspondent · Staff Assistant | Q3 2022 | GOWEST CREDIT UNION ASSOCIATION | 1 | 2026 | yes |
| MEGAN MCKIBBEN | Senior Field Representative | Q1 2021 | PACIFIC NORTHWEST WATERWAYS ASSOCIATION (PNWA) | 1 | 2025 | no |
| JULIA STAFFORD | Legislative Assistant | Q1 2021 | CARE ACTION NOW, INC. | 1 | 2023–2026 | no |
Holdings and trades
—no e-filed annual report
351trades on their reports
7 of 295trades reported after 45 days
26 daystypical time to report a trade
30reports filed on paper
351trades we read from their scanned reports
1filing extensions
The holdings on their annual reports aren't read yet.
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. 351 of these were read from scanned paper reports; 8 of those, not yet reviewed, were read with some doubt.
- Purchases
- Sales
What they trade most
Microsoft Corp (MSFT)
2021–2022 · $22K – $155K
8 trades
Union Pacific Corp (UNP)
2021–2022 · $6,006 – $90K
7 trades
Brown Adv Sustainable Growth
2021–2022 · $20K – $125K
6 trades
Exxon Mobil (XOM)
2021–2022 · $6,006 – $90K
6 trades
S&P 500 Dep RCPTS
2022–2022 · $6,006 – $90K
6 trades
Nuveen ESG Large Cap
2021–2022 · $33K – $145K
5 trades
AT&T Inc (T)
2021–2021 · $19K – $110K
5 trades
Citigroup (C)
2021–2022 · $5,005 – $75K
5 trades
Eaton Corp PLC
2021–2022 · $5,005 – $75K
5 trades
Sea LTD ADR
2021–2022 · $5,005 – $75K
5 trades
Their latest 300 of 351 trades
| Date | Asset | Trade | Owner | Amount | Days to report |
|---|---|---|---|---|---|
| 2022-12-22 | Vanguard Real Estate ETF scan | Sale | Self | $1,001 – $15K | 15 |
| 2022-12-12 | Amphenol Corp scan | Sale | Self | $1,001 – $15K | 25 |
| 2022-12-12 | S&P 500 Dep RCPTS scan | Purchase | Self | $1,001 – $15K | |
| 2022-12-09 | Eaton Corp PLC scan | Sale | Self | $1,001 – $15K | 28 |
| 2022-12-09 | Transunion scan | Purchase | Self | $1,001 – $15K | 28 |
| 2022-12-06 | MSCI Inc scan | Sale | Self | $1,001 – $15K | 31 |
| 2022-12-01 | Danaher Corp scan | Sale | Self | $1,001 – $15K | 36 |
| 2022-12-01 | Amerisource Bergen Corp scan | Purchase | Self | $1,001 – $15K | 36 |
| 2022-11-25 | Home Depot scan | Purchase | Self | $1,001 – $15K | 13 |
| 2022-11-23 | Microsoft Corp scan | Sale | Self | $1,001 – $15K | 15 |
| 2022-11-23 | Adobe Inc scan | Sale | Self | $1,001 – $15K | 15 |
| 2022-11-23 | Oracle scan | Purchase | Self | $1,001 – $15K | 15 |
| 2022-11-22 | Exxon Mobil scan | Sale | Self | $1,001 – $15K | 16 |
| 2022-11-21 | Catalent Inc scan | Sale | Self | $1,001 – $15K | 17 |
| 2022-11-15 | Conocophillips scan | Sale | Self | $1,001 – $15K | 23 |
| 2022-11-15 | Schlumberger LTD scan | Purchase | Self | $1,001 – $15K | 23 |
| 2022-11-11 | Principal Financial scan | Purchase | Self | $1,001 – $15K | 27 |
| 2022-11-08 | GS GQG Partners Intl scan | Purchase | Self | $1,001 – $15K | 30 |
| 2022-11-08 | Edgewood Growth Fund scan | Purchase | Self | $1,001 – $15K | 30 |
| 2022-11-08 | Delaware Small Cap scan | Purchase | Self | $1,001 – $15K | 30 |
| 2022-11-08 | Oakmark Intl FD scan | Purchase | Self | $1,001 – $15K | 30 |
| 2022-11-08 | MFS Value FD scan | Purchase | Self | $1,001 – $15K | 30 |
| 2022-11-08 | T Rowe Price Emerging Markets scan | Purchase | Self | $15K – $50K | 30 |
| 2022-11-08 | BlackRock scan | Sale | Self | $15K – $50K | 30 |
| 2022-11-08 | JP Morgan Strategic Income Opp Fund scan | Sale | Self | $15K – $50K | 30 |
| 2022-11-08 | Tiaa Cref Core Impact Bond Fund scan | Sale | Self | $15K – $50K | 30 |
| 2022-11-08 | Delaware Corporate Bond scan | Sale | Self | $1,001 – $15K | 30 |
| 2022-11-08 | Com Community Impact Bond Fund scan | Sale | Self | $1,001 – $15K | 30 |
| 2022-11-08 | Brown Adv Sustainable Growth scan | Sale | Self | $15K – $50K | 30 |
| 2022-11-08 | iShares ESG Aware scan | Sale | Self | $15K – $50K | 30 |
| 2022-11-08 | Nuveen ESG Large Cap scan | Sale | Self | $1,001 – $15K | 30 |
| 2022-11-08 | Vanguard Total Internatl Bond scan | Purchase | Self | $1,001 – $15K | 30 |
| 2022-11-08 | SPDR Bloomberg scan | Sale | Self | $1,001 – $15K | 30 |
| 2022-11-08 | Pepsico Inc scan | Purchase | Self | $1,001 – $15K | 30 |
| 2022-11-08 | Bristol-Myers Squibb scan | Sale | Self | $1,001 – $15K | 30 |
| 2022-11-08 | Crown Castle Inc scan | Purchase | Self | $1,001 – $15K | 30 |
| 2022-11-08 | iShares ESG Aware scan | Sale | Self | $15K – $50K | 30 |
| 2022-11-08 | Nuveen ESG Large Cap scan | Sale | Self | $1,001 – $15K | 30 |
| 2022-11-08 | Vanguard Total Internatl Bond scan | Purchase | Self | $1,001 – $15K | 30 |
| 2022-11-08 | SPDR Bloomberg scan | Sale | Self | $1,001 – $15K | 30 |
| 2022-11-08 | Pepsico Inc scan | Purchase | Self | $1,001 – $15K | 30 |
| 2022-11-08 | Bristol-Myers Squibb scan | Sale | Self | $1,001 – $15K | 30 |
| 2022-11-08 | Crown Castle Inc scan | Purchase | Self | $1,001 – $15K | 30 |
| 2022-11-08 | Medtronic scan | Purchase | Self | $1,001 – $15K | 30 |
| 2022-11-08 | iShares Russell 1000 scan | Purchase | Self | $15K – $50K | 30 |
| 2022-11-08 | Johnson & Johnson scan | Purchase | Self | $1,001 – $15K | 30 |
| 2022-11-08 | Kinder Morgan Inc scan | Purchase | Self | $1,001 – $15K | 30 |
| 2022-11-08 | iShares US Treasury Bond scan | Purchase | Self | $1,001 – $15K | 30 |
| 2022-11-08 | Realty Incm CRP scan | Purchase | Self | $1,001 – $15K | 30 |
| 2022-11-08 | Vanguard Mortgage-Backed scan | Purchase | Self | $1,001 – $15K | 30 |
| 2022-11-08 | Hewlett Packard scan | Purchase | Self | $1,001 – $15K | 30 |
| 2022-11-08 | iShares Russell 1000 scan | Purchase | Self | $15K – $50K | 30 |
| 2022-11-08 | Amer Express scan | Purchase | Self | $1,001 – $15K | 30 |
| 2022-11-08 | Synchrony Finl scan | Purchase | Self | $1,001 – $15K | 30 |
| 2022-11-08 | Genl Dynamics scan | Purchase | Self | $1,001 – $15K | 30 |
| 2022-11-08 | iShares scan | Purchase | Self | $1,001 – $15K | 30 |
| 2022-11-08 | Entergy Corp scan | Purchase | Self | $1,001 – $15K | 30 |
| 2022-11-08 | Vanguard Real Estate ETF scan | Purchase | Self | $1,001 – $15K | 30 |
| 2022-11-08 | Fifth Third Bancorp scan | Purchase | Self | $1,001 – $15K | 30 |
| 2022-11-08 | BlackRock scan | Purchase | Self | $1,001 – $15K | 30 |
| 2022-11-08 | Bank of Nova Scotia scan | Sale | Self | $1,001 – $15K | 30 |
| 2022-11-08 | Seagate Tech scan | Sale | Self | $1,001 – $15K | 30 |
| 2022-11-08 | Vanguard Intrmdiate-Term scan | Purchase | Self | $1,001 – $15K | 30 |
| 2022-11-08 | Broadcom Inc scan | Purchase | Self | $1,001 – $15K | 30 |
| 2022-11-08 | Texas Instruments scan | Purchase | Self | $1,001 – $15K | 30 |
| 2022-11-08 | CSX Corp scan | Purchase | Self | $1,001 – $15K | 30 |
| 2022-11-08 | Calvert Small Cap scan | Sale | Self | $15K – $50K | 30 |
| 2022-11-08 | Calvert US LRG Cap scan | Sale | Self | $15K – $50K | 30 |
| 2022-11-08 | Magna Intl Inc scan | Purchase | Self | $1,001 – $15K | 30 |
| 2022-11-08 | Nuveen ESG Large Cap scan | Sale | Self | $15K – $50K | 30 |
| 2022-11-08 | JPMorgan scan, verified | Purchase | Self | $1,001 – $15K | 30 |
| 2022-11-08 | Microsoft Corp scan | Purchase | Self | $1,001 – $15K | 30 |
| 2022-11-03 | American Water Works Co scan | Sale | Self | $1,001 – $15K | 35 |
| 2022-11-03 | Nextera Energy Inc scan | Purchase | Self | $1,001 – $15K | 35 |
| 2022-10-26 | Conocophillips scan | Sale | Self | $1,001 – $15K | 7 |
| 2022-10-26 | Schlumberger LTD scan | Purchase | Self | $1,001 – $15K | 7 |
| 2022-10-21 | Union Pacific Corp scan | Sale | Self | $1,001 – $15K | 12 |
| 2022-10-21 | Canadian Pacific Railway L scan, verified | Purchase | Self | $1,001 – $15K | 12 |
| 2022-10-20 | JP Morgan Strategic Income Opp Fund scan | Sale | Self | $1,001 – $15K | 13 |
| 2022-10-19 | Schwab Charles Corp New scan | Sale | Self | $1,001 – $15K | 14 |
| 2022-10-19 | Copart Inc scan, verified | Purchase | Self | $1,001 – $15K | 14 |
| 2022-10-19 | Prologis Inc scan, verified | Purchase | Self | $1,001 – $15K | 14 |
| 2022-10-13 | Ameren Corp scan, verified | Purchase | Self | $1,001 – $15K | 20 |
| 2022-10-11 | Ow Municipal Bond Fund scan | Sale | Self | $15K – $50K | 22 |
| 2022-09-16 | Union Pacific Corp scan | Sale | Self | $1,001 – $15K | 20 |
| 2022-09-16 | Copart Inc scan | Purchase | Self | $1,001 – $15K | 20 |
| 2022-08-24 | Anta Sports Products LTD scan | Purchase | Self | $1,001 – $15K | 14 |
| 2022-08-23 | iShares China Lrge-Cap ETF scan | Sale | Self | $1,001 – $15K | 15 |
| 2022-08-11 | TAKE-2 Interactive scan | Purchase | Self | $1,001 – $15K | 27 |
| 2022-08-09 | Cintas Corp scan | Sale | Self | $1,001 – $15K | 29 |
| 2022-08-09 | Motorola Solutions Inc scan | Purchase | Self | $1,001 – $15K | 29 |
| 2022-08-01 | Charter Communications Inc scan | Sale | Self | $1,001 – $15K | 37 |
| 2022-08-01 | Motorola Solutions Inc scan | Purchase | Self | $1,001 – $15K | 37 |
| 2022-07-27 | Safran SA scan | Sale | Self | $1,001 – $15K | 15 |
| 2022-07-26 | Nike Inc CL B scan | Sale | Self | $1,001 – $15K | 16 |
| 2022-07-26 | TAKE-2 Interactive scan | Purchase | Self | $1,001 – $15K | 16 |
| 2022-07-26 | Howmet Aerospace Inc scan | Purchase | Self | $1,001 – $15K | 16 |
| 2022-07-19 | Cintas Corp scan | Sale | Self | $1,001 – $15K | 23 |
| 2022-07-19 | Copart Inc scan | Purchase | Self | $1,001 – $15K | 23 |
| 2022-06-14 | Ow Municipal Bond Fund scan | Sale | Self | $15K – $50K | 22 |
| 2022-06-13 | Hilton Worldwide Holdings scan | Sale | Self | $1,001 – $15K | 23 |
| 2022-06-13 | Dollar General scan | Purchase | Self | $1,001 – $15K | 23 |
| 2022-05-18 | NRG Energy scan | Sale | Self | $15K – $50K | 15 |
| 2022-05-10 | Alphabet Inc scan | Sale | Self | $1,001 – $15K | 23 |
| 2022-05-09 | Walmart Inc scan | Purchase | Self | $1,001 – $15K | 24 |
| 2022-04-21 | Apple Inc scan | Sale | Self | $1,001 – $15K | 26 |
| 2022-04-21 | Dollar General scan | Purchase | Self | $1,001 – $15K | 26 |
| 2022-04-08 | S&P 500 Dep RCPTS scan | Sale | Self | $1,001 – $15K | 39 |
| 2022-04-08 | Health Care Select scan | Purchase | Self | $1,001 – $15K | 39 |
| 2022-04-08 | Consumer Staples Index scan | Purchase | Self | $1,001 – $15K | 39 |
| 2022-04-05 | Citigroup Inc scan | Sale | Self | $1,001 – $15K | 42 |
| 2022-04-05 | JPMorgan Chase scan | Purchase | Self | $1,001 – $15K | 42 |
| 2022-04-05 | BRKFLD Asset MGMT scan, not yet reviewed | Purchase | Self | $1,001 – $15K | 42 |
| 2022-04-04 | Aptiv PLC scan | Sale | Self | $1,001 – $15K | 43 |
| 2022-04-04 | Aon PLC scan | Purchase | Self | $1,001 – $15K | 43 |
| 2022-03-24 | S&P 500 Dep RCPTS scan | Sale | Self | $1,001 – $15K | 12 |
| 2022-03-24 | S&P 500 Dep RCPTS scan | Sale | Self | $1,001 – $15K | 8 |
| 2022-03-17 | Exxon Mobil Corp scan | Sale | Self | $1,001 – $15K | 19 |
| 2022-03-17 | Nutrien LTD scan | Sale | Self | $1,001 – $15K | 19 |
| 2022-03-17 | Amer Express scan | Purchase | Self | $1,001 – $15K | 19 |
| 2022-03-17 | Amer Express scan | Purchase | Self | $1,001 – $15K | 15 |
| 2022-03-08 | Air Products & Chemicals scan | Sale | Self | $1,001 – $15K | 28 |
| 2022-03-08 | Union Pacific Corp scan | Purchase | Self | $1,001 – $15K | 28 |
| 2022-03-08 | Air Products & Chemicals scan | Sale | Self | $1,001 – $15K | 24 |
| 2022-03-08 | Union Pacific Corp scan | Purchase | Self | $1,001 – $15K | 24 |
| 2022-03-07 | Genl Dynamics Corp scan | Purchase | Self | $1,001 – $15K | 29 |
| 2022-02-28 | Iqvia Holdings Inc scan | Sale | Self | $1,001 – $15K | 2 |
| 2022-02-28 | Prologis Inc scan | Purchase | Self | $1,001 – $15K | 2 |
| 2022-02-28 | S&P Global scan | Purchase | Self | $1,001 – $15K | 2 |
| 2022-02-28 | Costco scan | Purchase | Self | $1,001 – $15K | 2 |
| 2022-02-25 | Exxon Mobil Corp scan | Sale | Self | $1,001 – $15K | 5 |
| 2022-02-25 | Walmart scan | Sale | Self | $1,001 – $15K | 5 |
| 2022-02-25 | Deere Co scan | Sale | Self | $1,001 – $15K | 5 |
| 2022-02-25 | Verizon scan | Purchase | Self | $1,001 – $15K | 5 |
| 2022-02-22 | Texas Instruments Inc scan | Sale | Self | $1,001 – $15K | 8 |
| 2022-02-22 | Blackstone Inc scan | Sale | Self | $1,001 – $15K | 8 |
| 2022-02-22 | NVIDIA Corp scan | Purchase | Self | $1,001 – $15K | 8 |
| 2022-02-15 | Northrop Grumman Corp scan | Sale | Self | $1,001 – $15K | 15 |
| 2022-02-15 | S&P 500 Dep RCPTS scan | Purchase | Self | $1,001 – $15K | 15 |
| 2022-02-11 | Tiaa Cref scan | Sale | Self | $1,001 – $15K | 19 |
| 2022-02-11 | Delaware Corporate Bond scan | Purchase | Self | $1,001 – $15K | 19 |
| 2022-02-09 | Meta Platforms Inc scan | Sale | Self | $1,001 – $15K | 21 |
| 2022-02-09 | S&P 500 Dep RCPTS scan | Purchase | Self | $1,001 – $15K | 21 |
| 2022-02-07 | Nuveen ESG Large Cap scan | Purchase | Self | $1,001 – $15K | 23 |
| 2022-02-07 | Calvert Small Cap Fund scan | Purchase | Self | $1,001 – $15K | 23 |
| 2022-02-01 | Brown Adv Sustainable Growth scan, not yet reviewed | Purchase | Self | $1,001 – $15K | |
| 2022-01-31 | Aon PLC scan | Sale | Self | $1,001 – $15K | 7 |
| 2022-01-25 | iShares Trust scan | Sale | Self | $1,001 – $15K | 13 |
| 2022-01-25 | Nuveen ESG scan | Sale | Self | $1,001 – $15K | 13 |
| 2022-01-24 | Proglogis Inc scan | Purchase | Self | $1,001 – $15K | 14 |
| 2022-01-20 | Nike Inc scan | Sale | Self | $1,001 – $15K | 18 |
| 2022-01-20 | Home Depot scan | Sale | Self | $1,001 – $15K | 18 |
| 2022-01-20 | iShares China Lrge-Cap ETF scan | Purchase | Self | $1,001 – $15K | 18 |
| 2022-01-14 | Sea LTD ADR scan | Purchase | Self | $1,001 – $15K | 24 |
| 2022-01-14 | Mercadolibre Inc scan | Purchase | Self | $1,001 – $15K | 24 |
| 2022-01-06 | Apple Inc scan | Sale | Self | $1,001 – $15K | 32 |
| 2022-01-06 | Iqvia Holdings Inc scan | Sale | Self | $1,001 – $15K | 32 |
| 2022-01-06 | Servicenow Inc scan | Sale | Self | $1,001 – $15K | 32 |
| 2022-01-06 | Visa Inc scan | Sale | Self | $1,001 – $15K | 32 |
| 2022-01-06 | Zoetis Inc scan | Sale | Self | $1,001 – $15K | 32 |
| 2022-01-06 | Union Pacific Corp scan | Sale | Self | $1,001 – $15K | 32 |
| 2022-01-06 | Microsoft Corp scan | Sale | Self | $1,001 – $15K | 32 |
| 2022-01-05 | Ow Large Cap Strategies FD scan | Sale | Self | $15K – $50K | 33 |
| 2022-01-05 | Ross Stores Inc scan | Sale | Self | $1,001 – $15K | 33 |
| 2021-12-23 | Aon PLC scan | Sale | Self | $1,001 – $15K | 50 |
| 2021-12-22 | Tiaa scan | Sale | Self | $1,001 – $15K | 15 |
| 2021-12-20 | Citigroup scan | Sale | Self | $1,001 – $15K | 17 |
| 2021-12-17 | Citigroup scan | Sale | Self | $1,001 – $15K | 20 |
| 2021-12-14 | Aon PLC scan | Sale | Self | $1,001 – $15K | 55 |
| 2021-12-14 | NVIDIA Corp scan | Purchase | Self | $1,001 – $15K | 23 |
| 2021-12-14 | Ow Small & Midcap Strat FD scan | Purchase | Self | $1,001 – $15K | 23 |
| 2021-12-14 | Ow Large Cap Strategies FD scan | Purchase | Self | $15K – $50K | 23 |
| 2021-12-14 | Ow Municipal Bond Fund scan | Purchase | Self | $1,001 – $15K | 23 |
| 2021-12-09 | Charter Communications Inc scan | Sale | Self | $1,001 – $15K | 64 |
| 2021-12-09 | Charter Communications Inc scan | Sale | Self | $1,001 – $15K | 60 |
| 2021-12-09 | American Tower Corp scan | Purchase | Self | $1,001 – $15K | 28 |
| 2021-11-08 | Blackstone Inc scan | Sale | Self | $1,001 – $15K | 29 |
| 2021-11-08 | Union Pacific Corp scan | Sale | Self | $1,001 – $15K | 29 |
| 2021-11-08 | Visa scan | Sale | Self | $1,001 – $15K | 29 |
| 2021-11-08 | Northrup Grumman scan | Purchase | Self | $1,001 – $15K | 29 |
| 2021-11-08 | Vulcan Materials scan | Purchase | Self | $1,001 – $15K | 29 |
| 2021-10-29 | AT&T scan | Sale | Self | $15K – $50K | 6 |
| 2021-10-29 | Blackstone Inc scan | Purchase | Self | $15K – $50K | 6 |
| 2021-10-29 | Baxter Interntl Inc scan | Purchase | Self | $15K – $50K | 6 |
| 2021-10-29 | Blackrock Global scan | Sale | Self | $15K – $50K | 6 |
| 2021-10-27 | PayPal Holdings Inc scan | Sale | Self | $1,001 – $15K | 8 |
| 2021-10-27 | Adobe Inc scan | Purchase | Self | $1,001 – $15K | 8 |
| 2021-09-22 | BlackRock Strategic scan | Sale | Self | $1,001 – $15K | 14 |
| 2021-09-22 | Tiaa Cref scan | Sale | Self | $1,001 – $15K | 14 |
| 2021-09-22 | Brown Adv Sustainable Growth scan | Sale | Self | $1,001 – $15K | 14 |
| 2021-09-22 | JP Morgan scan | Sale | Self | $1,001 – $15K | 14 |
| 2021-09-22 | iShares Trust scan | Sale | Self | $1,001 – $15K | 14 |
| 2021-09-14 | BlackRock Strategic scan | Purchase | Self | $1,001 – $15K | 22 |
| 2021-09-14 | Brown Adv Sustainable Growth scan | Purchase | Self | $1,001 – $15K | 22 |
| 2021-09-14 | JP Morgan scan | Purchase | Self | $1,001 – $15K | 22 |
| 2021-09-14 | Nuveen ESG scan | Purchase | Self | $1,001 – $15K | 22 |
| 2021-09-14 | iShares Trust scan | Purchase | Self | $1,001 – $15K | 22 |
| 2021-09-13 | Microsoft Corp scan | Purchase | Self | $1,001 – $15K | 23 |
| 2021-09-13 | Emerson Elec Co scan | Sale | Self | $1,001 – $15K | 23 |
| 2021-09-13 | Eaton Corp scan | Sale | Self | $1,001 – $15K | 23 |
| 2021-09-13 | Unitedhealth Group scan, verified | Self | $1,001 – $15K | 23 | |
| 2021-09-07 | Brown Adv Sustainable Growth scan | Sale | Self | $1,001 – $15K | 29 |
| 2021-09-07 | iShares Trust scan | Sale | Self | $1,001 – $15K | 29 |
| 2021-09-07 | Nuveen ESG scan | Sale | Self | $1,001 – $15K | 29 |
| 2021-09-02 | AT&T scan | Sale | Self | $1,001 – $15K | 34 |
| 2021-09-01 | Facebook Inc-A scan | Sale | Self | $1,001 – $15K | 35 |
| 2021-09-01 | PayPal Holdings Inc scan | Sale | Self | $1,001 – $15K | 35 |
| 2021-09-01 | Home Depot scan | Sale | Self | $1,001 – $15K | 35 |
| 2021-09-01 | Sea LTD ADR scan | Sale | Self | $1,001 – $15K | 35 |
| 2021-08-30 | Ultragenyx scan | Purchase | Self | $1,001 – $15K | 9 |
| 2021-08-30 | Microsoft Corp scan | Sale | Self | $15K – $50K | 9 |
| 2021-08-30 | Jacobs Engn GRP Inc scan | Purchase | Self | $1,001 – $15K | 9 |
| 2021-08-30 | CVX scan | Purchase | Self | $1,001 – $15K | 9 |
| 2021-08-23 | Ow Large Cap Strategies FD scan | Sale | Self | $1,001 – $15K | 16 |
| 2021-08-23 | Air Products & Chemicals scan | Sale | Self | $1,001 – $15K | 16 |
| 2021-08-18 | Citrix Systems Inc scan | Sale | Self | $1,001 – $15K | 21 |
| 2021-08-17 | Western Asset Core scan | Sale | Self | $1,001 – $15K | 22 |
| 2021-08-11 | Air Products & Chemicals scan | Sale | Self | $1,001 – $15K | 28 |
| 2021-08-11 | Thermo Fisher Scientific scan | Sale | Self | $1,001 – $15K | 28 |
| 2021-08-11 | Visa Inc scan | Sale | Self | $1,001 – $15K | 28 |
| 2021-08-11 | Iqvia Holdings Inc scan | Sale | Self | $1,001 – $15K | 28 |
| 2021-08-11 | Apple Inc scan | Sale | Self | $1,001 – $15K | 28 |
| 2021-08-11 | Microsoft scan | Sale | Self | $1,001 – $15K | 28 |
| 2021-08-02 | Brown Adv Sustainable Growth scan | Sale | Self | $1,001 – $15K | 37 |
| 2021-07-20 | iShares Trust scan, verified | Purchase | Self | — | 16 |
| 2021-07-20 | Calvert US LRG scan | Purchase | Self | $1,001 – $15K | 16 |
| 2021-06-21 | United Health scan | Purchase | Self | $1,001 – $15K | 16 |
| 2021-06-21 | Citigroup scan | Sale | Self | $1,001 – $15K | 16 |
| 2021-06-21 | JP Morgan scan | Sale | Self | $1,001 – $15K | 16 |
| 2021-06-16 | NRG Energy scan | Purchase | Self | $1,001 – $15K | 21 |
| 2021-06-16 | Verizon scan | Sale | Self | $1,001 – $15K | 21 |
| 2021-06-14 | NULG/Nuveen ESG Large Cap Growth Fund scan | Sale | Self | $1,001 – $15K | 23 |
| 2021-06-14 | ESGD, I-Shares Trust ESG Aware scan | Sale | Self | $1,001 – $15K | 23 |
| 2021-06-14 | BAFWX Brown Sustainable Fund scan | Sale | Self | $1,001 – $15K | 23 |
| 2021-06-10 | Exxon Mobil scan | Purchase | Self | $1,001 – $15K | 27 |
| 2021-06-10 | NRG Energy scan | Purchase | Self | $1,001 – $15K | 27 |
| 2021-06-10 | PepsiCo scan | Sale | Self | $1,001 – $15K | 27 |
| 2021-06-10 | Verizon scan | Sale | Self | $1,001 – $15K | 27 |
| 2021-06-09 | Exxon Mobil scan | Purchase | Self | $1,001 – $15K | 28 |
| 2021-06-08 | United Health scan | Purchase | Self | $1,001 – $15K | 29 |
| 2021-06-08 | Exxon Mobil scan | Purchase | Self | $1,001 – $15K | 29 |
| 2021-06-08 | Johnson & Johnson scan | Sale | Self | $1,001 – $15K | 29 |
| 2021-06-08 | AT&T scan | Sale | Self | $1,001 – $15K | 29 |
| 2021-05-17 | I-Shares Trust ESG Aware scan | Sale | Self | $1,001 – $15K | 18 |
| 2021-05-17 | Calvert US Laqge Cap Value Responsible Idx scan | Sale | Self | $1,001 – $15K | 18 |
| 2021-05-17 | I-Shares Trust ESG Aware scan | Sale | Self | $1,001 – $15K | 18 |
| 2021-05-17 | Nuveen ESG Large Cap Value ETF scan | Sale | Self | $1,001 – $15K | 18 |
| 2021-05-17 | Vulcan Materials scan | Purchase | Self | $1,001 – $15K | 18 |
| 2021-05-14 | Alphabet Inc Class C scan | Sale | Self | $1,001 – $15K | 21 |
| 2021-05-14 | Square Inc scan | Sale | Self | $1,001 – $15K | 21 |
| 2021-05-14 | Adobe Inc scan | Sale | Self | $1,001 – $15K | 21 |
| 2021-05-14 | Sea LTD ADR scan | Sale | Self | $1,001 – $15K | 21 |
| 2021-05-14 | Northrop Grumman Corp scan | Purchase | Self | $1,001 – $15K | 21 |
| 2021-05-14 | Eaton Corp PLC scan | Purchase | Self | $1,001 – $15K | 21 |
| 2021-05-14 | JPMorgan Chase & Co scan | Purchase | Self | $1,001 – $15K | 21 |
| 2021-05-03 | SMMYX, Western Asset Managed Munf fund scan | Sale | Self | $1,001 – $15K | 32 |
| 2021-05-03 | I-Shares S&P 500 Growth ETF scan | Sale | Self | $1,001 – $15K | 32 |
| 2021-04-23 | Sea LTD ADR scan | Sale | Self | $1,001 – $15K | 19 |
| 2021-04-23 | lovia Holding Inc scan | Sale | Self | $1,001 – $15K | 19 |
| 2021-04-23 | Fortive Co scan | Sale | Self | $1,001 – $15K | 19 |
| 2021-04-23 | Eaton Corp PLC scan | Purchase | Self | $1,001 – $15K | 19 |
| 2021-04-23 | Vulcan Materials scan | Purchase | Self | $1,001 – $15K | 19 |
| 2021-03-29 | Western Asset Muni scan | Sale | Self | $1,001 – $15K | 3 |
| 2021-03-17 | Deere Co scan | Purchase | Self | $1,001 – $15K | 15 |
| 2021-03-16 | Chevron scan | Purchase | Self | $1,001 – $15K | 16 |
| 2021-03-16 | Enterprise scan | Purchase | Self | $1,001 – $15K | 16 |
| 2021-03-16 | Tech SPDR scan | Sale | Self | $15K – $50K | 16 |
| 2021-03-15 | Deere Co scan | Purchase | Self | $1,001 – $15K | 17 |
| 2021-03-15 | Lockheed Martin scan | Sale | Self | $1,001 – $15K | 17 |
| 2021-03-12 | Lockheed Martin scan | Sale | Self | $1,001 – $15K | 20 |
| 2021-03-12 | Digital Realty scan | Sale | Self | $1,001 – $15K | 20 |
| 2021-03-08 | Calvert US LCV scan | Sale | Self | $1,001 – $15K | 24 |
| 2021-03-08 | Nuveen scan | Sale | Self | $1,001 – $15K | 24 |
| 2021-03-04 | Seagate scan | Purchase | Self | $1,001 – $15K | 28 |
| 2021-03-03 | General Electric scan | Purchase | Self | $1,001 – $15K | 29 |
| 2021-03-03 | AT&T scan | Sale | Self | $1,001 – $15K | 29 |
| 2021-03-01 | Microsoft scan | Sale | Self | $1,001 – $15K | 31 |
| 2021-03-01 | Pepsico scan | Sale | Self | $1,001 – $15K | 31 |
| 2021-02-16 | Broadcom LTD scan | Sale | Self | $1,001 – $15K | |
| 2021-02-16 | Air Products & Chem scan | Sale | Self | $1,001 – $15K | |
| 2021-02-16 | Procter & Gamble Co scan, not yet reviewed | Sale | Self | $1,001 – $15K | |
| 2021-02-16 | MSCI Inc scan, verified | Purchase | Self | $1,001 – $15K | 21 |
| 2021-02-16 | Aon PLC scan, verified | Purchase | Self | $1,001 – $15K | 21 |
| 2021-02-10 | Microsoft Corp scan, verified | Sale | Self | $1,001 – $15K | 27 |
| 2021-02-10 | SEA Limited ADR scan, verified | Sale | Self | $1,001 – $15K | 27 |
| 2021-02-09 | OW Large Cap Strategies Fund scan, verified | Sale | Self | $1,001 – $15K | 28 |
| 2021-02-09 | Fidelity National Info Svcs scan, verified | Sale | Self | $1,001 – $15K | 28 |
| 2021-02-09 | S&P 500 Dep Repts scan, verified | Sale | Self | $1,001 – $15K | 28 |
| 2021-02-09 | Square Inc scan, verified | Purchase | Self | $1,001 – $15K | 28 |
| 2021-02-09 | Paypal Holdings Inc scan, verified | Purchase | Self | $1,001 – $15K | 28 |
| 2021-02-05 | Calvert US LRG Cap Value scan | Purchase | Self | $15K – $50K | |
| 2021-02-05 | Walmart Inc scan | Purchase | Self | $1,001 – $15K | |
| 2021-02-05 | Vici PPTYS Inc scan | Purchase | Self | $1,001 – $15K | |
| 2021-02-05 | Verizon Communications Com scan | Purchase | Self | $1,001 – $15K | |
| 2021-02-05 | United Parcel SVC CL B scan | Purchase | Self | $1,001 – $15K | |
| 2021-02-05 | Target Corp Com scan | Purchase | Self | $1,001 – $15K | |
| 2021-02-05 | Texas Instruments scan | Purchase | Self | $1,001 – $15K | |
| 2021-02-05 | Mcdonalds Corp Com scan | Purchase | Self | $1,001 – $15K | |
| 2021-02-05 | Medtronic PLC SHS scan | Purchase | Self | $1,001 – $15K | |
| 2021-02-05 | Merck and Co Inc SHS scan | Purchase | Self | $1,001 – $15K |
What their office spends
What Schrader's House office spent each quarter, from the House's Statement of Disbursements (the Member's Representational Allowance: staff, travel, offices in Washington and the district, mail): $1,090,918 over the last 4 quarters, 92% 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 '23 | $0 | $0 | $585 | $0 | $165 | $750 |
| Q1 '23 | $146,212 | $4,007 | $1,357 | $300 | $415 | $152,291 |
| Q4 '22 | $448,017 | $6,996 | $21,246 | $1,271 | $11,049 | $488,578 |
| Q3 '22 | $414,847 | $7,888 | $22,457 | $259 | $3,847 | $449,299 |
| Q2 '22 | $408,869 | $15,611 | $22,831 | $865 | $5,081 | $453,258 |
| Q1 '22 | $315,701 | $6,034 | $22,841 | $28,803 | $53,922 | $427,301 |
| Q4 '21 | $363,159 | $4,582 | $22,501 | $525 | $18,716 | $409,483 |
| Q2 '21 | $264,111 | $3,330 | $21,934 | $75 | $12,900 | $302,349 |
| Q1 '21 | $254,176 | $4,058 | $22,515 | $30,936 | $9,600 | $321,285 |
Private funds
3private 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.
PayPal Holdings, Inc. (PYPl)
2 trades
$16K
Anta Sports Products LTD
1 trades
$8,000
Sea LTD ADR
1 trades
$8,000
All 3, 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 |
|---|---|---|---|---|---|---|---|---|---|
| PayPal Holdings, Inc. (PYPl) | $2,002 – $30K | ||||||||
| Anta Sports Products LTD | 2022-08-24 | $1,001 – $15K | |||||||
| Sea LTD ADR | 2022-01-14 | $1,001 – $15K |
How their trades did
Each of Schrader'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. 163 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
-4.0%-2.0%0+2.0%+4.0%
30 days later
163 trades · 50% beat the market
-0.1%
90 days later
163 trades · 47% beat the market
-0.7%
Before the public knew: between trading and first reporting a trade (a median of 28 days; 16% of them reported late), their trades moved -0.0% against the market, where the same trades on other days give -1.0% to +1.1%. 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 Feb 5, 2021: 13.5% a year against the S&P 500's 13.8%; copying the reports, 13.3%. 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 Chevron Corp (CVX) 2021-02-05 · $1,001 – $15K · +26.2% against the market in 30 days, +15.4% in 90
- Bought General Electric (GE) 2021-02-05 · $1,001 – $15K · +25.9% against the market in 30 days, +7.5% in 90
- Sold Paypal Holdings Inc (PYPL) 2021-10-27 · $1,001 – $15K · +21.2% against the market in 30 days, +28.7% in 90
Worst timed
- Bought Walmart Inc (WMT) 2022-05-09 · $1,001 – $15K · -22.4% against the market in 30 days, -19.8% in 90
- Sold Deere Co (DE) 2022-02-25 · $1,001 – $15K · -20.2% against the market in 30 days, -7.5% in 90
- Sold Nutrien LTD (NTR) 2022-03-17 · $1,001 – $15K · -17.5% against the market in 30 days, -3.7% in 90
Financial disclosures
31 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.