Peter Welch D

Democratic representative for Vermont (VT-AL) (former), in the House since Jan 4, 2007.

Among all 440 members

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

Raised

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

Votes with their party

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

Missed votes

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

Lobbyists' giving

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

Money from out of state

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

Bills sponsored

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

Voting record

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

Where their campaign money comes from

Individuals
PACs
Parties
Candidate's own money
Other

2023–24

$9,423

2021–22

$292K

See the data

Period	Raised	Individuals	PACs	Parties	Own money	Spent	Cash	Outside for	Outside against
2023–24	$9,423	$0	$0	$0	$0	$41,465	$0	$0	$0
2021–22	$291,891	$80,547	$174,833	$0	$0	$2,367,156	$32,041	$8	$0

FEC totals through Feb 28, 2023.

Who gives to them

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

From Vermont
From out of state

2021–22

$26K

Where it came from

Less
More
Their state

Their donors' employers

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

ALPINE GROUP

$3,000

INTERMEDIA PARTNERS

$2,900

WHITE RIVER JUNCTION VA MEDICAL CENTER

$1,000

VTEL

$1,000

US HOUSE OF REPRESENTATIVES

$1,000

NORESCO

$1,000

NON PROFIT ALLIANCE

$1,000

CASCADE ASSOCIATES

$1,000

ANNDYL POLICY GROUP

$1,000

AMERESCO

$1,000

THE CORMAC GROUP

$500

SOUTHLAND INDUSTRIES

$500

The largest donors, and the numbers

Period	Itemized	Contributions	From VT	Retired donors
2021–22	$26,261	54	8%	7%

Donor	Where	Employer, occupation	Total
HINDERY, LEO	CORNELIUS, NC	INTERMEDIA PARTNERS, MANAGING PARTNER	$2,900
SHAW, RHOD	ALEXANDRIA, VA	ALPINE GROUP, CONSULTANT	$2,500
CAPLAN, GREGORY	WASHINGTON, DC	AMERESCO, CLEAN ENERY SALES	$1,000
FOWLER, MARK	WASHINGTON, DC	US HOUSE OF REPRESENTATIVES, LEGISLATIVE ASSISTANT	$1,000
GUITE, MICHEL	GREENWICH, CT	VTEL, CEO	$1,000
KELLER, JENNIFER G.	LEBANON, NH	WHITE RIVER JUNCTION VA MEDICAL CENTER, ANESTHESIOLOGIST	$1,000
LUTZ, SALLY	CAMBRIDGE, MA	RETIRED, RETIRED	$1,000
MICALI, MARK	ARLINGTON, VA	NON PROFIT ALLIANCE, VP GOVERNMENT AFFAIRS	$1,000
SAUL RINALDI, KARA SAUL	TAKOMA PARK, MD	ANNDYL POLICY GROUP, CONSULTANT	$1,000
SCHAFER-SODERMAN, JENNIFER	WASHINGTON, DC	CASCADE ASSOCIATES, CONSULTANT	$1,000
FRENCH, CLARK	MANCHESTER, VT	FRENCH & CO, REAL ESTATE DEVELOPMENT	$500
GOLDEN, MATT	MILL VALLEY, CA	RECURVE, CEO	$500
GOODMAN, ALLAN	WASHINGTON, DC	IIE, EDUCATION	$500
GRAHAM, VALERIE L	CHARLOTTE, VT	RETIRED, RETIRED	$500
KOUNTOUPES, LISA	MCLEAN, VA	KOUNTOUPES DENHAM, LOBBYIST/CONSULTANT	$500
KRUG, BRYON	ARLINGTON, VA	CEG SOLUTIONS LLC, EXECUTIVE	$500
LARROQUE ALEXANDER, LISA	SAN DIEGO, CA	SEMPRA, SENIOR VICE PRESIDENT	$500
LEBARON, ROBIN	NEW YORK, NY	PEARL CERTIFICATION, CO-FOUNDER PRESIDENT AND CHIEF STRATEG	$500
MAJERSIK, CLIFFORD	WASHINGTON, DC	MARKET TRANSFORMATION, SENIOR ADVISOR, POLICY AND PROGRAMS	$500
NADEL, STEVEN	TAKOMA PARK, MD	ACEEE, ENERGY ANALYST	$500
SHAH, NATASHA	FALLS CHURCH, VA	NORESCO, EXECUTIVE	$500
SHONDER, JOHN	FAIRFAX, VA	NORESCO, BUSINESS DEVELOPMENT MANAGER	$500
SMITH, STEVEN	STRONGSVILLE, OH	ESG, MANAGEMENT	$500
SMITH, WILLIAM	WASHINGTON, DC	CIVITAS PUBLIC AFFAIRS GROUP, CONSULTANT	$500
TAYLOR, COURTNEY	WASHINGTON, DC	ML STRATEGIES, SENIOR VP	$500

Their biggest PAC and party givers

U.S. TRAVEL ASSOCIATION PAC

$10K

NATIONAL ASSOCIATION OF BROADCASTERS

$10K

AMERICAN CABLE ASSOCIATION, INC.

$10K

DAIRY FARMERS OF AMERICA, INC.

$7,500

INTERNATIONAL ASSOCIATION OF SHEET METAL, AIR, RAIL AND TRANSPORTATION WORKERS

$6,500

UNITED MINE WORKERS OF AMERICA - COAL MINERS POLITICAL ACTION COMMITTEE

$6,000

HONEYWELL INTERNATIONAL

$5,500

THE FARM CREDIT COUNCIL

$5,221

UNITED STATES CELLULAR CORPORATION POLITICAL ACTION COMMITTEE

$5,000

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

$5,000

All 25

Committee	Connected organization	Total	Gifts
U.S. TRAVEL ASSOCIATION PAC		$10,000	4
NATIONAL ASSOCIATION OF BROADCASTERS POLITICAL ACTION COMMITTEE (NABPAC)	NATIONAL ASSOCIATION OF BROADCASTERS	$10,000	4
AMERICAN CABLE ASSOCIATION INC PAC (ACA PAC)	AMERICAN CABLE ASSOCIATION, INC.	$10,000	4
DAIRY FARMERS OF AMERICA, INC. POLITICAL ACTION COMMITTEE; AKA DFA-PAC	DAIRY FARMERS OF AMERICA, INC.	$7,500	3
INTERNATIONAL ASSOCIATION OF SHEET METAL, AIR, RAIL AND TRANSPORTATION WORKERS POLITICAL ACTION LEAGUE	INTERNATIONAL ASSOCIATION OF SHEET METAL, AIR, RAIL AND TRANSPORTATION WORKERS	$6,500	2
UNITED MINE WORKERS OF AMERICA - COAL MINERS POLITICAL ACTION COMMITTEE	UNITED MINE WORKERS OF AMERICA - COAL MINERS POLITICAL ACTION COMMITTEE	$6,000	3
HONEYWELL INTERNATIONAL POLITICAL ACTION COMMITTEE	HONEYWELL INTERNATIONAL	$5,500	4
THE FARM CREDIT COUNCIL POLITICAL ACTION COMMITTEE	THE FARM CREDIT COUNCIL	$5,221	3
UNITED STATES CELLULAR CORPORATION POLITICAL ACTION COMMITTEE		$5,000	3
UAW - V - CAP (UAW VOLUNTARY COMMUNITY ACTION PROGRAM) 'INT'L UNION UNITED AUTOMOBILE AEROSPACE & AGRICULTURAL IMPLEMENT WORKERS OF AMERICA UAW	INT'L UNION UNITED AUTOMOBILE AEROSPACE & AGRICULTURAL IMPLEMENT WORKERS OF AMERICA UAW	$5,000	2
THE HOME DEPOT INC. POLITICAL ACTION COMMITTEE	THE HOME DEPOT INC.	$5,000	1
PROGRESSIVE TURNOUT PROJECT		$5,000	1
NATIONAL BEER WHOLESALERS ASSOCIATION POLITICAL ACTION COMMITTEE	NATIONAL BEER WHOLESALERS ASSOCIATION	$5,000	4
LABORERS' INTERNATIONAL UNION OF NORTH AMERICA (LIUNA) PAC	LABORERS' INTERNATIONAL UNION OF NORTH AMERICA	$5,000	1
FORD MOTOR COMPANY CIVIC ACTION FUND	FORD MOTOR COMPANY	$5,000	2
CARPENTERS LEGISLATIVE IMPROVEMENT COMMITTEE UNITED BROTHERHOOD OF CARPENTERS AND JOINERS	UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA	$5,000	1
BLOOMIN' BRANDS, INC. POLITICAL ACTION COMMITTEE	BLOOMIN' BRANDS, INC	$5,000	1
SHEET METAL & AIR CONDITIONING CONTRACTORS' NATIONAL ASSOC., INC. POLITICAL ACTION COMMITTEE		$3,500	6
INT'L ASSOCIATION OF BRIDGE, STRUCTURAL, ORNAMENTAL AND REINFORCING IRON WORKERS (IPAL)	INT'L. ASSOCIATION OF BRIDGE, STRUCTURAL, ORNAMENTAL & REINFORCING IRON WORKERS	$3,500	2
DEMOCRATS RESHAPING AMERICA (DREAMPAC)		$3,500	2
BEST BUY CO., INC. EMPLOYEE POLITICAL FORUM	BEST BUY CO., INC.	$3,500	2
AMERICAN AMBULANCE ASSOCIATION FEDERAL PAC (AKA AMBU-PAC)	AMERICAN AMBULANCE ASSOCIATION	$3,000	3
WALGREEN CO PAC (WALGREENSPAC)	WALGREEN CO	$2,500	1
THE NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION ACTION COMMITTEE FOR RURAL ELECTRIFICATION (ACRE)	VALLEY ELECTRIC ASSOCIATION INC., PAC	$2,500	1
PERIMETER PAC	DUCKWORTH	$2,500	1

Outside spending for and against them

Against them
For them

All of it

Who spent it

PLANNED PARENTHOOD VOTES

See the data

Spender	For or against	Total	Reports
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).

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

$25K

LABORERS' INTERNATIONAL UNION OF NORTH AMERICA

$23K

AMERICAN CABLE ASSOCIATION, INC. DBA ACACONNECTS

$23K

NATIONAL ASSOCIATION OF CONVENIENCE STORES

$20K

NATIONAL COMMUNITY PHARMACISTS ASSOCIATION

$18K

SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN

$17K

INTERNATIONAL ASSOCIATION OF SHEET METAL, AIR, RAIL & TRANSPORTATION WORKERS

$17K

COMMUNICATIONS WORKERS OF AMERICA

$15K

ARRAY DIGITAL INFRASTRUCTURE, INC. (FKA U.S. CELLULAR CORP)

$15K

AMERICAN FEDERATION OF STATE, COUNTY AND MUNICIPAL EMPLOYEES

$15K

All 25

Registrant	Total	Items	First	Latest
UNITED ASSN OF JOURNEYMEN & APPRENTICES OF THE PLUMBING & PIPEFITTING INDUSTRY	$25,000	5	Jun 3, 2022	Dec 9, 2022
LABORERS' INTERNATIONAL UNION OF NORTH AMERICA	$22,500	5	Mar 1, 2021	Mar 30, 2023
AMERICAN CABLE ASSOCIATION, INC. DBA ACACONNECTS	$22,500	9	Jun 9, 2021	Dec 20, 2023
NATIONAL ASSOCIATION OF CONVENIENCE STORES	$20,000	5	Jan 28, 2021	Jan 28, 2022
NATIONAL COMMUNITY PHARMACISTS ASSOCIATION	$17,500	6	May 18, 2021	Jun 21, 2022
SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN	$16,500	9	Mar 5, 2021	Sep 27, 2022
INTERNATIONAL ASSOCIATION OF SHEET METAL, AIR, RAIL & TRANSPORTATION WORKERS	$16,500	4	Mar 30, 2021	Mar 29, 2023
COMMUNICATIONS WORKERS OF AMERICA	$15,000	3	Mar 14, 2022	Mar 14, 2022
ARRAY DIGITAL INFRASTRUCTURE, INC. (FKA U.S. CELLULAR CORP)	$15,000	3	Apr 27, 2021	Apr 27, 2021
AMERICAN FEDERATION OF STATE, COUNTY AND MUNICIPAL EMPLOYEES	$15,000	5	Sep 29, 2021	May 11, 2022
AMERICAN DENTAL ASSOCIATION	$15,000	3	Mar 28, 2022	Sep 29, 2023
BARNES & THORNBURG, LLP	$13,250	11	Jun 25, 2021	May 14, 2022
NATIONAL RESTAURANT ASSOCIATION	$12,500	3	Jul 20, 2022	Jul 11, 2023
NATIONAL ASSOCIATION OF LETTER CARRIERS	$12,500	3	Dec 2, 2021	Mar 21, 2023
AMERICAN SOCIETY OF ANESTHESIOLOGISTS	$12,500	3	May 24, 2021	May 31, 2022
AMERICAN HOTEL & LODGING ASSOCIATION	$12,500	5	Mar 25, 2021	Jun 8, 2022
AMERICAN HOSPITAL ASSOCIATION	$12,500	5	Dec 13, 2021	Oct 6, 2022
AKIN GUMP STRAUSS HAUER & FELD	$12,300	10	Apr 22, 2021	Sep 22, 2023
UNITED FOOD & COMMERCIAL WORKERS INTERNATIONAL UNION	$11,000	3	Dec 21, 2021	Aug 15, 2023
AMERICAN ASSOCIATION FOR JUSTICE	$10,250	3	Dec 8, 2021	Apr 29, 2022
NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION	$10,000	4	Mar 4, 2021	Sep 1, 2022
NATIONAL EDUCATION ASSOCIATION	$10,000	2	Mar 8, 2022	May 25, 2022
NATIONAL ASSOCIATION OF REALTORS	$10,000	2	Mar 23, 2022	Aug 26, 2022
NATIONAL ASSOCIATION OF BROADCASTERS	$10,000	6	Mar 17, 2021	Dec 14, 2021
NATIONAL APARTMENT ASSOCIATION	$10,000	4	Dec 15, 2021	Oct 11, 2022

How they've voted lately

Nothing on record.

What they sponsor bills about

119th Congress: 85 sponsored, 0 became law · 118th Congress: 93 sponsored, 0 became law · 117th Congress: 31 sponsored, 0 became law

Agriculture and Food

Energy

Health

International Affairs

Science, Technology, Communications

Environmental Protection

Armed Forces and National Security

Commerce

Their bills

Bill	Latest action
S.Res. 941 A resolution expressing support for the designation of the week of October 24, 2026, to October 31, 2026, as "Bat Week".	Sep 30, 2026 Submitted in the Senate, considered, and agreed to without amendment and with a preamble by Unanimous Consent.
S. 5525 Banning Toxics from Plastic Bottles Act of 2026	Sep 24, 2026 Read twice and referred to the Committee on Commerce, Science, and Transportation.
S. 5472 Supporting Small Affordable Housing Developers Act	Sep 23, 2026 Read twice and referred to the Committee on Finance.
S. 5434 American Renewable Energy Act of 2026	Sep 17, 2026 Read twice and referred to the Committee on Energy and Natural Resources.
S. 5281 Consumer Advocacy and Protection Act of 2026	Aug 6, 2026 Read twice and referred to the Committee on Commerce, Science, and Transportation.
S. 5159 STRONG GRID Act of 2026	Jul 29, 2026 Read twice and referred to the Committee on Energy and Natural Resources.
S. 5122 Inclusive Democracy Act of 2026	Jul 23, 2026 Read twice and referred to the Committee on the Judiciary.
S. 5074 Enhancing Electric Grid Resilience Act	Jul 22, 2026 Read twice and referred to the Committee on Energy and Natural Resources.
S. 4995 Agricultural Worker Justice Act of 2026	Jul 15, 2026 Read twice and referred to the Committee on Health, Education, Labor, and Pensions.
S. 4996 Fairness for Small-Scale Farmers and Ranchers Act of 2026	Jul 15, 2026 Read twice and referred to the Committee on Agriculture, Nutrition, and Forestry.
S.Res. 805 A resolution celebrating the historic significance of the 2026 Federation Internationale de Football Association (FIFA)	Jul 15, 2026 Submitted in the Senate, considered, and agreed to without amendment and with a preamble by Unanimous Consent.
S. 4881 Unlocking Low-Income Taxpayer Clinic Funding Act	Jun 24, 2026 Read twice and referred to the Committee on Finance.
S. 4906 Milk From Family Dairies Act of 2026	Jun 24, 2026 Read twice and referred to the Committee on Agriculture, Nutrition, and Forestry.
S. 4912 BUFFER Act	Jun 24, 2026 Read twice and referred to the Committee on Agriculture, Nutrition, and Forestry.
S.Res. 797 A resolution requesting information on Israel's human rights practices pursuant to section 502B(c) of the Foreign Assist	Jun 24, 2026 Referred to the Committee on Foreign Relations. (text: CR S3220)
S.Res. 767 A resolution celebrating the historic significance of the 2026 Federation Internationale de Football Association (FIFA)	Jun 11, 2026 Referred to the Committee on Commerce, Science, and Transportation. (text: CR S2768)
S.Res. 683 A resolution raising awareness of lake sturgeon.	Apr 22, 2026 Referred to the Committee on Environment and Public Works. (text: CR S1937-1938)
S. 4239 Plug Offshore Wells Act	Jul 15, 2026 Committee on Energy and Natural Resources Subcommittee on Public Lands, Forests, and Mining. Hearings held.
S.J.Res. 157 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule s	Mar 26, 2026 Read twice and referred to the Committee on Banking, Housing, and Urban Affairs.
S. 4169 Student Loan Interest Elimination Act	Mar 24, 2026 Read twice and referred to the Committee on Health, Education, Labor, and Pensions.
S. 4182 FARM Home Loans Act of 2026	Mar 24, 2026 Read twice and referred to the Committee on Agriculture, Nutrition, and Forestry.
S. 4095 Justice for Hind Rajab Act	Mar 12, 2026 Read twice and referred to the Committee on Foreign Relations. (Sponsor introductory remarks on measure: CR S1
S. 3926 E-Access Act	Feb 26, 2026 Read twice and referred to the Committee on Energy and Natural Resources.
S. 3861 Rural Innovation Stronger Economy (RISE) Reauthorization Act of 2026	Feb 12, 2026 Read twice and referred to the Committee on Agriculture, Nutrition, and Forestry.
S. 3866 A bill to provide for updates to the Federal Aviation Administration type certification process to support development o	Feb 12, 2026 Read twice and referred to the Committee on Commerce, Science, and Transportation.

Congress	Sponsored	Cosponsored
119th	85	647
118th	93	637
117th	31	656

6 former staff now lobbying

PATRICK SATALIN

ALPINE GROUP PARTNERS, LLC.

26 clients

MEAGAN FOSTER

COZEN O'CONNOR PUBLIC STRATEGIES

19 clients

MEAGAN FOSTER

POTOMAC STRATEGIC CONSULTING LLC

8 clients

THIFEEN WAHEEDDEEN

AMERICAN HOSPITAL ASSOCIATION

1 client

STEPHANIE KRENRICH

ADVOCATES FOR COMMUNITY HEALTH

1 client

MARK FOWLER

AMERESCO

1 client

See the data

Lobbyist	Former position, as they list it	Firms	Clients	Years
PATRICK SATALIN	Chief of Staff, Rep. Peter Welch; Special Asst., Office of FHA Commissioner, Dept. of HUD	ALPINE GROUP PARTNERS, LLC.	26	2023–2026
MEAGAN FOSTER	Staff Assistant, Congressman Bot Matsui; Legislative Correspondent, Legislative Assistant, Senator Mark Begich; Senior Policy Advisor, Senator Tom Udall; Legislative Director, Deputy Chief of Staff; Congressman Peter Welch	COZEN O'CONNOR PUBLIC STRATEGIES	19	2024–2025
MEAGAN FOSTER	Staff Assistant, Congressman Bob Matsui; Legislative Correspondent, Legislative Assistant, Senator Mark Begich; Senior Policy Advisory, Senator Tom Udall; Legislative Director, Deputy Chief of Staff, Congressman Peter Welch	POTOMAC STRATEGIC CONSULTING LLC	8	2026
THIFEEN WAHEEDDEEN	Outreach and Policy Advisor, Congressman Peter Welch - U.S. House of Representatives, May 28th, 2019 - December 31st 2022. Policy Advisor, Senator Peter Welch - U.S. Senate, Jan 3rd, 2023 - Jan16th 2026.	AMERICAN HOSPITAL ASSOCIATION	1	2026
STEPHANIE KRENRICH	Sr. Legislative Asst. - Rep. Peter Welch - 2009-2010; Legislative Asst. - Rep. Bill Pascrell - 2006-2009; Legislative Correspondent/Aide/Asst. - Rep. Lane Evans - 2003-2006	ADVOCATES FOR COMMUNITY HEALTH	1	2022
MARK FOWLER	Staff Assistant, Legislative Correspondent, Policy Aide, Senator McCaskill; Legislative Assistant, Senior Legislative Assistant, Congressman Welch	AMERESCO	1	2021

From their payroll to lobbying

People Welch'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 Welch themselves.

PATRICK SATALIN ✓

Chief of Staff, last paid Q1 2023 · ALPINE GROUP PARTNERS, LLC.

27 clients

THIFEEN WAHEEDDEEN ✓

Outreach Representative · Senior Outreach Representative, last paid Q1 2023 · AMERICAN HOSPITAL ASSOCIATION

1 client

See the data

Lobbyist	On the payroll as	Last paid	Lobbying for	Clients	Years	Confirmed
PATRICK SATALIN	Chief of Staff	Q1 2023	ALPINE GROUP PARTNERS, LLC.	27	2023–2026	yes
THIFEEN WAHEEDDEEN	Outreach Representative · Senior Outreach Representative	Q1 2023	AMERICAN HOSPITAL ASSOCIATION	1	2026	yes

Holdings and trades

$5.3M – $13.5Mnet worth, 2021 report

134trades on their reports

2 of 20trades reported after 45 days

29 daystypical time to report a trade

0reports filed on paper

1filing extensions

Net worth, year by year

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

Largest holdings, 2021 report

Charles Schwab Value Advantage Money Market

Mutual Funds · Self

$250K+

SPDR Real Estate Select Sector

Mutual Funds · Self

$250K+

Fidelity Capital & Income Fund

Mutual Funds · Self

$250K+

Vanguard Total Stock Market ETF

Mutual Funds · Self

$250K+

American Century International Growth Fund

Mutual Funds · Self

$100K+

Fidelity Balanced Fund

Mutual Funds · Self

$100K+

Fidelity Contrafund Fund

Mutual Funds · Self

$100K+

Fidelity Convertible Securities Fund

Mutual Funds · Self

$100K+

Health Care Select Sector SPDR

Mutual Funds · Self

$100K+

Industrial Select Sector SPDR

Mutual Funds · Self

$100K+

Invesco Oppenheimer Global Opportunities Fund

Mutual Funds · Self

$100K+

iShares Inc. iShares MSCI Brazil ETF

Mutual Funds · Self

$100K+

Their 25 largest holdings, as a table

Asset	Kind	Owner	Value	Income
Charles Schwab Value Advantage Money Market	Mutual Funds	Self	$250K – $500K	None: —
SPDR Real Estate Select Sector	Mutual Funds	Self	$250K – $500K	Tax-Deferred: —
Fidelity Capital & Income Fund	Mutual Funds	Self	$250K – $500K	Capital Gains, Dividends: $15K – $50K
Vanguard Total Stock Market ETF	Mutual Funds	Self	$250K – $500K	Capital Gains, Dividends: $2,501 – $5,000
American Century International Growth Fund	Mutual Funds	Self	$100K – $250K	Capital Gains, Dividends: $15K – $50K
Fidelity Balanced Fund	Mutual Funds	Self	$100K – $250K	Tax-Deferred: —
Fidelity Contrafund Fund	Mutual Funds	Self	$100K – $250K	Tax-Deferred: —
Fidelity Convertible Securities Fund	Mutual Funds	Self	$100K – $250K	Tax-Deferred: —
Health Care Select Sector SPDR	Mutual Funds	Self	$100K – $250K	Tax-Deferred: —
Industrial Select Sector SPDR	Mutual Funds	Self	$100K – $250K	Tax-Deferred: —
Invesco Oppenheimer Global Opportunities Fund	Mutual Funds	Self	$100K – $250K	Tax-Deferred: —
iShares Inc. iShares MSCI Brazil ETF	Mutual Funds	Self	$100K – $250K	Tax-Deferred: —
Select SPDR Materials	Mutual Funds	Self	$100K – $250K	Tax-Deferred: —
SPDR Select Sector Fund - Utilities	Mutual Funds	Self	$100K – $250K	Tax-Deferred: —
VanEck Vectors Fallen Angel High Yield Bond	Mutual Funds	Self	$100K – $250K	Tax-Deferred: —
Vanguard Dividend Appreciation	Mutual Funds	Self	$100K – $250K	Tax-Deferred: —
Vanguard Global Capital Cycles Fund	Mutual Funds	Self	$100K – $250K	Tax-Deferred: —
Vanguard Real Estate ETF	Mutual Funds	Self	$100K – $250K	Tax-Deferred: —
Vanguard S&P Small-Cap 600 Value ETF	Mutual Funds	Self	$100K – $250K	Tax-Deferred: —
Fidelity Contrafund Fund	Mutual Funds	Self	$100K – $250K	Capital Gains: $5,001 – $15K
Fidelity Government Cash Reserves	Mutual Funds	Self	$100K – $250K	None: —
Fidelity Growth Company	Mutual Funds	Self	$100K – $250K	Capital Gains, Dividends: $15K – $50K
iShares Inc iShares MSCI Taiwan ETF	Mutual Funds	Self	$100K – $250K	Capital Gains, Dividends: $50K – $100K
iShares Inc. iShares MSCI Brazil ETF	Mutual Funds	Self	$100K – $250K	None: —
Vanguard Whitehall FDS High Div Yield	Mutual Funds	Self	$100K – $250K	Dividends: $1,001 – $2,500

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

iShares Inc. iShares MSCI Brazil ETF (EWZ)

2021–2021 · $703K – $1.8M

10 trades

VanEck Vectors Mortgage REIT Income ETF (MORT)

2021–2021 · $501K – $1.1M

9 trades

iShares Inc iShares MSCI Taiwan ETF (EWT)

2021–2021 · $107K – $355K

8 trades

SPDR Select Sector Fund - Utilities (XLU)

2021–2021 · $403K – $1.0M

7 trades

iShares Core 1-5 Year Bond (ISTB)

2021–2021 · $31K – $115K

3 trades

Vanguard Pacific Stock (VPL)

2021–2021 · $17K – $80K

3 trades

iShares Core Total Year USD Bond ETF (IUSB)

2021–2021 · $17K – $80K

3 trades

KraneShares CSI China Internet ETF (KWEB)

2021–2021 · $3,003 – $45K

3 trades

Vaneck Vectors TR Vietnam ETF (VNM)

2021–2021 · $300K – $600K

2 trades

Industrial Select Sector SPDR (XLI)

2021–2021 · $150K – $350K

2 trades

All 134 trades

Date	Asset	Trade	Owner	Amount	Days to report
2021-12-31	iShares Latin America via TD Ameritrade - Brokerage	Sale (Full)	Self	$50K – $100K	annual
2021-12-31	VanEck Vectors Mortgage REIT Income ETF via Fidelity Brokerage #2	Sale (Partial)	Self	$50K – $100K	annual
2021-12-30	Vanguard Total Stock Market ETF via Vanguard - Brokerage	Purchase	Self	$1,001 – $15K	annual
2021-12-30	iShares MSCI Emerging Markets Asia ETF via Fidelity Brokerage #1	Sale (Partial)	Self	$50K – $100K	annual
2021-12-30	iShares Inc. iShares MSCI Brazil ETF via Fidelity Brokerage #1	Sale (Partial)	Self	$100K – $250K	annual
2021-12-28	TIAA Traditional via Tiaa	Sale (Partial)	Self	$1,001 – $15K	annual
2021-12-28	TIAA CREF Large-Cap Value Fund via Tiaa	Sale (Partial)	Self	$1,001 – $15K	annual
2021-12-28	TIAA CREF Global Equities R3 via Tiaa	Sale (Partial)	Self	$1,001 – $15K	annual
2021-12-28	Fidelity Growth Company via Fidelity Brokerage #1	Purchase	Self	$15K – $50K	annual
2021-12-23	Vanguard Total International Stock ETF via Vanguard - Brokerage	Purchase	Self	$1,001 – $15K	annual
2021-12-10	Fidelity Contrafund Fund via Fidelity Brokerage #1	Purchase	Self	$1,001 – $15K	annual
2021-12-03	Fidelity Capital & Income Fund via Fidelity Brokerage #1	Purchase	Self	$1,001 – $15K	annual
2021-11-26	Union Pacific Corporation	Sale (Full)	Self	$15K – $50K	21
2021-11-26	International business Machines Corporation	Sale (Full)	Self	$1,001 – $15K	21
2021-11-26	general Electric Company	Sale (Full)	Self	$1,001 – $15K	21
2021-11-26	VanEck Vectors Gold Miners via Spinnaker Trust - Brokerage	Purchase	Spouse	$1,001 – $15K	annual
2021-11-26	iShares MSCI China A via Spinnaker Trust - Brokerage	Purchase	Spouse	$1,001 – $15K	annual
2021-11-23	iShares Inc iShares MSCI Taiwan ETF via Spinnaker Trust - Brokerage	Sale (Partial)	Spouse	$1,001 – $15K	annual
2021-11-23	Goldman Sachs ActiveBeta Emerging Markets Equity ETF via Spinnaker Trust - Brokerage	Sale (Partial)	Spouse	$1,001 – $15K	annual
2021-11-19	SwedenCare Ab	Sale (Full)	Self	$15K – $50K	28
2021-11-18	Unilever NV	Sale (Full)	Self	$15K – $50K	29
2021-11-18	U.S. bancorp	Sale (Full)	Self	$15K – $50K	29
2021-11-18	Tennant Company	Sale (Full)	Self	$1,001 – $15K	29
2021-11-18	Qualcomm	Sale (Full)	Self	$1,001 – $15K	29
2021-11-18	PayPal Holdings, Inc.	Sale (Full)	Self	$1,001 – $15K	29
2021-11-18	Mitek Systems, Inc.	Sale (Full)	Self	$1,001 – $15K	29
2021-11-18	Kyocera Corp Ordinary Shares	Sale (Full)	Self	$1,001 – $15K	29
2021-11-18	Kubota Corporation	Sale (Full)	Self	$1,001 – $15K	29
2021-11-18	general Electric Company	Sale (Partial)	Self	$1,001 – $15K	29
2021-11-18	Cisco Systems, Inc.	Sale (Full)	Self	$15K – $50K	29
2021-11-18	Church & dwight Company, Inc.	Sale (Full)	Self	$15K – $50K	29
2021-11-18	Cerner Corporation	Sale (Full)	Self	$1,001 – $15K	29
2021-11-18	Autodesk	Sale (Full)	Self	$1,001 – $15K	29
2021-11-18	Agilent Technologies, Inc.	Sale (Full)	Self	$1,001 – $15K	29
2021-11-18	Vaisala Oy Ordinary Shares -A via Welch Account	Sale (Full)	Self	$15K – $50K	annual
2021-11-17	VanEck Vectors Mortgage REIT Income ETF via Fidelity Brokerage #2	Purchase	Self	$50K – $100K	annual
2021-11-12	Vaneck ETF TR Fallen Angel High Yield Bond via Fidelity - Traditional IRA	Purchase	Self	$100K – $250K	annual
2021-11-03	Wells Fargo & Company via Welch Account	Sale (Full)	Self	$1,001 – $15K	annual
2021-10-20	VanEck Vectors Mortgage REIT Income ETF via Fidelity Brokerage #2	Sale (Partial)	Self	$50K – $100K	annual
2021-10-18	KraneShares Global Carbon via Spinnaker Trust - Brokerage	Purchase	Spouse	$1,001 – $15K	annual
2021-10-18	iShares Core Total Year USD Bond ETF via Spinnaker Trust - Brokerage	Purchase	Spouse	$1,001 – $15K	annual
2021-10-18	iShares Barclays 10-20 Year Treasury Bond Fund via Spinnaker Trust - Brokerage	Purchase	Spouse	$15K – $50K	annual
2021-10-14	iShares Gold Trust via Spinnaker Trust - Brokerage	Sale (Partial)	Spouse	$1,001 – $15K	annual
2021-09-17	Exxon Mobil Corporation	Sale (Full)	Spouse	$1,001 – $15K	annual
2021-09-16	SPDR Select Sector Fund - Utilities via Fidelity - Traditional IRA	Purchase	Self	$100K – $250K	annual
2021-09-02	Cloetta Ab	Sale (Full)	Self	$1,001 – $15K	106
2021-08-31	Invesco Oppenheimer Global Opportunities Fund via Fidelity - Traditional IRA	Purchase	Self	$100K – $250K	annual
2021-08-27	iShares Global Clean Energy via Spinnaker Trust - Brokerage	Purchase	Spouse	$1,001 – $15K	annual
2021-08-27	SPDR Select Sector Fund - Utilities via Fidelity - Traditional IRA	Sale (Partial)	Self	$100K – $250K	annual
2021-08-26	iShares Core 1-5 Year Bond via Spinnaker Trust - Brokerage	Purchase	Spouse	$1,001 – $15K	annual
2021-08-25	Vanguard FTSE All-Wld ex-US SmCp Idx ETF via Spinnaker Trust - Brokerage	Sale (Partial)	Spouse	$1,001 – $15K	annual
2021-08-25	KraneShares CSI China Internet ETF via Spinnaker Trust - Brokerage	Sale (Full)	Spouse	$1,001 – $15K	annual
2021-08-24	iShares J.P. Morgan EM Local Currency Bond via Spinnaker Trust - Brokerage	Sale (Full)	Spouse	$1,001 – $15K	annual
2021-08-12	iShares Inc. iShares MSCI Brazil ETF via Fidelity - Traditional IRA	Purchase	Self	$100K – $250K	annual
2021-08-11	Health Care Select Sector SPDR via Fidelity - Traditional IRA	Purchase	Self	$100K – $250K	annual
2021-08-09	SPDR Select Sector Fund - Utilities via Fidelity - Traditional IRA	Sale (Full)	Self	$1,001 – $15K	annual
2021-07-15	VanEck Vectors Mortgage REIT Income ETF via Fidelity Brokerage #2	Purchase	Self	$50K – $100K	annual
2021-06-28	TIAA Traditional via Tiaa	Sale (Partial)	Self	$1,001 – $15K	annual
2021-06-28	TIAA CREF Large-Cap Value Fund via Tiaa	Sale (Partial)	Self	$1,001 – $15K	annual
2021-06-28	TIAA CREF Growth R3 via Tiaa	Sale (Partial)	Self	$1,001 – $15K	annual
2021-06-28	TIAA CREF Global Equities R3 via Tiaa	Sale (Partial)	Self	$1,001 – $15K	annual
2021-06-28	iShares ESG Aware MSCI EAFE ETF via Spinnaker Trust - Brokerage	Purchase	Spouse	$1,001 – $15K	annual
2021-06-25	iShares 10+ Year Inv Grade Corp Bond ETF via Spinnaker Trust - Brokerage	Purchase	Spouse	$15K – $50K	annual
2021-06-24	KraneShares CSI China Internet ETF via Spinnaker Trust - Brokerage	Sale (Partial)	Spouse	$1,001 – $15K	annual
2021-06-23	iShares Core 1-5 Year Bond via Spinnaker Trust - Brokerage	Sale (Partial)	Spouse	$15K – $50K	annual
2021-06-17	First Trust Preferred Securities and Income ETF ETF via Spinnaker Trust - Brokerage	Purchase	Spouse	$1,001 – $15K	annual
2021-06-16	iShares Inc iShares MSCI Taiwan ETF via Fidelity Brokerage #1	Sale (Full)	Self	$1,001 – $15K	annual
2021-06-15	iShares Gold Trust via Spinnaker Trust - Brokerage	Purchase	Spouse	$1,001 – $15K	annual
2021-06-15	Aberdeen Standard Bloomberg All Commodity Strategy K-1 Free ETF via Spinnaker Trust - Brokerage	Sale (Partial)	Spouse	$1,001 – $15K	annual
2021-06-15	iShares Inc iShares MSCI Taiwan ETF via Fidelity Brokerage #1	Purchase	Self	$1,001 – $15K	annual
2021-06-14	iShares Inc iShares MSCI Taiwan ETF via Fidelity Brokerage #1	Sale (Partial)	Self	$100K – $250K	annual
2021-06-10	Vanguard Real Estate ETF via Fidelity - Traditional IRA	Purchase	Self	$100K – $250K	annual
2021-06-10	Invesco Exchange Traded Fund TR S&P via Fidelity - Traditional IRA	Purchase	Self	$50K – $100K	annual
2021-06-09	Vanguard Whitehall FDS High Div Yield via Fidelity Brokerage #1	Purchase	Self	$100K – $250K	annual
2021-06-04	iShares Inc. iShares MSCI Brazil ETF via Fidelity - Traditional IRA	Sale (Partial)	Self	$100K – $250K	annual
2021-05-28	iShares Inc iShares MSCI Brazil ETF via Fidelity - Traditional IRA	Sale (Full)	Self	$1,001 – $15K	annual
2021-05-27	VanEck Vectors Mortgage REIT Income ETF via Fidelity Brokerage #2	Sale (Partial)	Self	$50K – $100K	annual
2021-05-20	SPDR Blackstone GSO Senior Loan via Spinnaker Trust - Brokerage	Purchase	Spouse	$1,001 – $15K	annual
2021-05-19	iShares Inc. iShares MSCI Brazil ETF via Fidelity - Traditional IRA	Purchase	Self	$100K – $250K	annual
2021-05-18	iShares J.P. Morgan EM Local Currency Bond via Spinnaker Trust - Brokerage	Sale (Partial)	Spouse	$1,001 – $15K	annual
2021-05-14	iShares Inc. iShares MSCI Brazil ETF via Fidelity - Traditional IRA	Sale (Partial)	Self	$100K – $250K	annual
2021-05-10	iShares ESG Aware MSCI EAFE ETF via Spinnaker Trust - Brokerage	Purchase	Spouse	$1,001 – $15K	annual
2021-05-10	iShares Core Total Year USD Bond ETF via Spinnaker Trust - Brokerage	Purchase	Spouse	$1,001 – $15K	annual
2021-05-10	Invesco Russell 1000 Dynamic via Spinnaker Trust - Brokerage	Purchase	Spouse	$15K – $50K	annual
2021-05-07	iShares Inc iShares MSCI Brazil ETF via Fidelity - Traditional IRA	Sale (Full)	Self	$1,001 – $15K	annual
2021-05-06	SPDR Select Sector Fund - Financial via Spinnaker Trust - Brokerage	Sale (Partial)	Spouse	$15K – $50K	annual
2021-05-05	SPDR Select Sector Fund - Utilities via Fidelity - Traditional IRA	Purchase	Self	$1,001 – $15K	annual
2021-04-30	SPDR Select Sector Fund - Utilities via Fidelity - Traditional IRA	Sale (Full)	Self	$1,001 – $15K	annual
2021-04-15	iShares Inc iShares MSCI Taiwan ETF via Fidelity Brokerage #1	Sale (Full)	Self	$1,001 – $15K	annual
2021-04-14	KraneShares Bosera MSCI China A ETF via Spinnaker Trust - Brokerage	Sale (Full)	Spouse	$1,001 – $15K	annual
2021-04-14	iShares Inc iShares MSCI Taiwan ETF via Fidelity Brokerage #1	Purchase	Self	$1,001 – $15K	annual
2021-04-01	iShares Inc. iShares MSCI Brazil ETF via Fidelity - Traditional IRA	Purchase	Self	$100K – $250K	annual
2021-03-31	iShares TR Micro-Cap ETF via Fidelity - Traditional IRA	Sale (Full)	Self	$50K – $100K	annual
2021-03-30	VanEck Vectors Mortgage REIT Income ETF via Fidelity Brokerage #2	Sale (Partial)	Self	$1,001 – $15K	annual
2021-03-30	SPDR Select Sector Fund - Utilities via Fidelity - Traditional IRA	Purchase	Self	$100K – $250K	annual
2021-03-29	SPDR Select Sector Fund - Utilities via Fidelity - Traditional IRA	Sale (Partial)	Self	$100K – $250K	annual
2021-03-26	iShares TR Micro-Cap ETF via Fidelity - Traditional IRA	Purchase	Self	$50K – $100K	annual
2021-03-23	Vanguard Total Stock Market ETF via Vanguard - Brokerage	Purchase	Self	$1,001 – $15K	annual
2021-03-23	Vanguard Total International Stock ETF via Vanguard - Brokerage	Purchase	Self	$1,001 – $15K	annual
2021-03-23	Vanguard Long-Term Tax-Exempt Fund Admiral Shares via Vanguard - Brokerage	Sale (Partial)	Self	$1,001 – $15K	annual
2021-03-23	Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares via Vanguard - Brokerage	Sale (Partial)	Self	$1,001 – $15K	annual
2021-03-22	VanEck Vectors Mortgage REIT Income ETF via Fidelity Brokerage #2	Purchase	Self	$50K – $100K	annual
2021-03-19	iShares Inc iShares MSCI Taiwan ETF via Fidelity Brokerage #1	Sale (Full)	Self	$1,001 – $15K	annual
2021-03-18	iShares Inc iShares MSCI Taiwan ETF via Fidelity Brokerage #1	Purchase	Self	$1,001 – $15K	annual
2021-03-17	SPDR Real Estate Select Sector via Fidelity - Traditional IRA	Purchase	Self	$50K – $100K	annual
2021-03-17	SPDR Bloomberg Barclays High Yield Bond via Fidelity - Traditional IRA	Sale (Full)	Self	$100K – $250K	annual
2021-03-09	Industrial Select Sector SPDR via Fidelity - Traditional IRA	Purchase	Self	$50K – $100K	annual
2021-03-08	VanEck Vectors Mortgage REIT Income ETF via Fidelity Brokerage #1	Sale (Full)	Self	$100K – $250K	annual
2021-03-08	Invesco Oppenheimer Global Opportunities Fund via Fidelity - Traditional IRA	Sale (Partial)	Self	$50K – $100K	annual
2021-03-08	Fidelity Select IT Services via Fidelity - Traditional IRA	Sale (Partial)	Self	$100K – $250K	annual
2021-03-08	Fidelity Blue Chip Growth Fund via Fidelity - Traditional IRA	Sale (Partial)	Self	$50K – $100K	annual
2021-03-05	SPDR Select Sector Fund - Energy Select Sector via Fidelity - Traditional IRA	Sale (Full)	Self	$15K – $50K	annual
2021-03-04	KraneShares CSI China Internet ETF via Spinnaker Trust - Brokerage	Sale (Partial)	Spouse	$1,001 – $15K	annual
2021-03-04	KraneShares Bosera MSCI China A ETF via Spinnaker Trust - Brokerage	Sale (Partial)	Spouse	$1,001 – $15K	annual
2021-03-04	VanEck Vectors Mortgage REIT Income ETF via Fidelity Brokerage #1	Purchase	Self	$100K – $250K	annual
2021-03-04	Fidelity Total Bond Fund via Fidelity Brokerage #1	Sale (Full)	Self	$50K – $100K	annual
2021-03-03	iShares Core Total Year USD Bond ETF via Spinnaker Trust - Brokerage	Purchase	Spouse	$15K – $50K	annual
2021-03-03	iShares Inc. iShares MSCI Brazil ETF via Fidelity Brokerage #1	Purchase	Self	$100K – $250K	annual
2021-03-01	iShares Core 1-5 Year Bond via Spinnaker Trust - Brokerage	Sale (Partial)	Spouse	$15K – $50K	annual
2021-03-01	iShares 20 year Treasury via Fidelity Brokerage #1	Sale (Full)	Self	$100K – $250K	annual
2021-02-23	iShares MSCI USA ESG Select ETF via Spinnaker Trust - Brokerage	Purchase	Spouse	$1,001 – $15K	annual
2021-02-22	SPDR Select Sector Fund - Energy Select Sector via Fidelity - Traditional IRA	Sale (Full)	Self	$1,001 – $15K	annual
2021-02-19	SPDR Select Sector Fund - Consumer Staples via Spinnaker Trust - Brokerage	Sale (Partial)	Spouse	$1,001 – $15K	annual
2021-02-17	Vaneck Vectors TR Vietnam ETF via Fidelity - Traditional IRA	Sale (Full)	Self	$250K – $500K	annual
2021-02-17	Invesco S&P SmallCap Health Care ETF via Fidelity - Traditional IRA	Sale (Full)	Self	$50K – $100K	annual
2021-02-04	Industrial Select Sector SPDR via Fidelity - Traditional IRA	Purchase	Self	$100K – $250K	annual
2021-01-26	iShares Latin America via TD Ameritrade - Brokerage	Purchase	Self	$50K – $100K	annual
2021-01-25	iShares Inc. iShares MSCI Brazil ETF via Fidelity - Traditional IRA	Purchase	Self	$1,001 – $15K	annual
2021-01-19	Vaneck Vectors TR Vietnam ETF via Fidelity - Traditional IRA	Purchase	Self	$50K – $100K	annual
2021-01-15	iShares Russell 2000 Value ETF via Fidelity - Traditional IRA	Sale (Partial)	Self	$100K – $250K	annual
2021-01-04	Vanguard Pacific Stock via Charles Schwab - Inherited IRA	Purchase	Self	$1,001 – $15K	annual
2021-01-04	Vanguard Pacific Stock via Charles Schwab - Contributory IRA	Purchase	Self	$1,001 – $15K	annual
2021-01-04	Vanguard Pacific Stock via Charles Schwab - Brokerage	Purchase	Self	$15K – $50K	annual
2019-07-16	Vaisala Oy Ordinary Shares -A via Welch Account	Purchase	Self	$1,001 – $15K	885

What their office spends

What Welch'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): $946,382 over the last 4 quarters, 87% 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
Q1 '25	$0	$0	$21	$0	$0	$21
Q1 '23	$53,851	-$5	$2,435	$1,038	$197	$57,517
Q4 '22	$426,965	$7,276	$19,591	$8,704	$26,223	$488,759
Q3 '22	$346,095	$12,603	$20,076	$4,968	$16,344	$400,085
Q2 '22	$337,751	$9,498	$20,530	$75	$7,579	$375,433
Q1 '22	$281,000	$3,590	$20,086	$50	$50,173	$354,899
Q4 '21	$339,613	$8,099	$22,001	$1	$27,090	$396,804
Q2 '21	$278,538	$9,172	$20,244	$62	$15,980	$323,996
Q1 '21	$277,572	$6,397	$28,967	$133	$47,246	$360,314

Private funds

1private funds, LLCs and trusts with no ticker

0file a Form D with the SEC

—bought within 30 days of the fund's first sale

Where the money goes

Their trades in each (band midpoints) plus their largest year holding it. Funds that sell to outside investors file a Form D with the SEC, which names who runs them; family LLCs, trusts and private companies file nothing public. A trade made through a family LLC counts for the LLC and for what it bought.

No public filing

Cloetta AB

2 trades

$16K

All 1, 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
Cloetta AB							held 2021	$2,002 – $30K

How their trades did

Each of Welch'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. 12 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

12 trades · 67% beat the market

-0.8%

90 days later

12 trades · 17% beat the market

-3.8%

Before the public knew: between trading and first reporting a trade (a median of 29 days; 0% of them reported late), their trades moved -0.4% against the market, where the same trades on other days give -4.4% to +3.9%. Copying each on the day it was reported would have earned -4.3% over the next 30 days.

Best timed

Sold general Electric Company (GE) 2021-11-18 · $1,001 – $15K · +7.7% against the market in 30 days, -5.4% in 90
Sold general Electric Company (GE) 2021-11-26 · $1,001 – $15K · +7.6% against the market in 30 days, -1.0% in 90
Sold Wells Fargo & Company (WFC) 2021-11-03 · $1,001 – $15K · +5.4% against the market in 30 days, -9.5% in 90

Worst timed

Sold Cisco Systems, Inc. (CSCO) 2021-11-18 · $15K – $50K · -15.3% against the market in 30 days, -6.3% in 90
Sold Exxon Mobil Corporation (XOM) 2021-09-17 · $1,001 – $15K · -12.1% against the market in 30 days, -7.1% in 90
Sold Church & dwight Company, Inc. (CHD) 2021-11-18 · $15K – $50K · -11.2% against the market in 30 days, -10.1% in 90

Financial disclosures

6 reports

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

Filed	Report	Entries
Aug 13, 2022	Annual Report for 2021	133
Aug 13, 2022	Periodic Transaction Report	1
May 9, 2022	Extension for 2021	—
Dec 17, 2021	Periodic Transaction Report	20
Dec 3, 2021	Periodic Transaction Report	0
Nov 9, 2021	Periodic Transaction Report	0