Brad R. Wenstrup R

Republican representative for Ohio (OH-2) (former), in the House since Jan 3, 2013.

Among all 440 members

Each dot is a member; Wenstrup 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

$674K

2021–22

$2.1M

See the data

Period	Raised	Individuals	PACs	Parties	Own money	Spent	Cash	Outside for	Outside against
2023–24	$673,651	$293,920	$343,617	$0	$0	$1,092,898	$459,418	$0	$0
2021–22	$2,088,194	$774,832	$1,204,950	$0	$0	$1,670,776	$878,665	$2,673	$0

FEC totals through Dec 31, 2024.

Who gives to them

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

From Ohio
From out of state

2023–24

$235K

2021–22

$279K

Where it came from

Less
More
Their state

Their donors' employers

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

AMERICAN FINANCIAL GROUP

$12K

CINCINNATI BENGALS

$6,800

PRESIDENT

$6,500

WELLINGTON ORTHOPAEDIC

$6,200

MAGNOLIA MARKETING LLC

$6,200

AMERICAN FINANCIAL GROUP INC

$6,100

LYKINS COMPANIES

$5,800

TOTAL QUALITY LOGISTICS

$5,600

CHARTERHOUSE LLC

$5,600

JOSEPH AUTO GROUP

$5,500

ENERFAB

$5,075

CONSULTANT

$4,950

The largest donors, and the numbers

Period	Itemized	Contributions	From OH	Retired donors
2023–24	$235,327	310	74%	20%
2021–22	$279,062	404	75%	20%

Donor	Where	Employer, occupation	Total
RICH, GORDON	WEST CHESTER, OH	SALES, READING ROCK	$6,900
FRANCO, ALAN	METAIRIE, LA	MAGNOLIA MARKETING LLC, PARTNER	$6,200
HEIDT, ROBERT JR.	CINCINNATI, OH	WELLINGTON ORTHOPAEDIC, PHYSICIAN	$6,200
ATKINS, THOMAS	CINCINNATI, OH	RETIRED, RETIRED	$5,800
BROWN, MICHAEL	CINCINNATI, OH	CINCINNATI BENGALS, EXECUTIVE	$5,800
GROENKE, JEFF	CINCINNATI, OH	RETIRED, RETIRED	$5,800
GROENKE, JEFFREY	CINCINNATI, OH	RETIRED, RETIRED	$5,800
LINDNER, CARL III	CINCINNATI, OH	AMERICAN FINANCIAL GROUP, CO-CHIEF EXECUTIVE OFFICER	$5,800
LINDNER, FRANCES	CINCINNATI, OH	HOMEMAKER, HOMEMAKER	$5,800
LINDNER, MARTHA	CINCINNATI, OH	HOMEMAKER, HOMEMAKER	$5,800
LINDNER, S. CRAIG	CINCINNATI, OH	AMERICAN FINANCIAL GROUP, CO-CHIEF EXECUTIVE OFFICER	$5,800
LYKINS, JEFF	BATAVIA, OH	LYKINS COMPANIES, PRESIDENT AND CHIEF EXECUTIVE OFFICER	$5,800
BYRNE, KERRY R.	CINCINNATI, OH	TOTAL QUALITY LOGISTICS, MANAGER	$5,600
WALTERS, CLELIA	MCLEAN, VA	CHARTERHOUSE LLC, OWNER	$5,600
JOSEPH, RONALD	CINCINNATI, OH	JOSEPH AUTO GROUP, CHIEF EXECUTIVE OFFICER	$5,500
WILLCOX, DARREN	GREAT FALLS, VA	W STRATEGIES, W STRATEGIES	$5,500
OETERS, DONALD A.	MONTGOMERY, OH	RETIRED	$5,000
OETERS, GALE	MONTGOMERY, OH		$5,000
BEBLO, DAVID	CINCINNATI, OH	PRESIDENT, PRESCISION ALLOY SERVICES	$4,150
CASSADY, THOMAS D.	CINCINNATI, OH	USI, INSURANCE AGENT	$4,000
MORGAN, DREW	CINCINNATI, OH	RETIRED, RETIRED	$3,500
SCHIFF, ROBERT C. JR.	CINCINNATI, OH	PHYSICIAN, RETIRED	$3,500
WALTERS, WILLIAM	MCLEAN, VA	SELECT MEDICAL, SENIOR VICE PRESIDENT	$3,400
DEVER, MICHAEL	COVINGTON, KY	AUTOMANAGE OF CALIFORNIA, INC., PRESIDENT	$3,300
GRAFE, DONNA L. L.	CINCINNATI, OH	RETIRED, RETIRED	$3,300

Their biggest PAC and party givers

NATIONWIDE MUTUAL INSURANCE COMPANY

$16K

UBS AMERICAS INC.

$15K

SELECT MEDICAL CORPORATION

$15K

PRICEWATERHOUSECOOPERS POLITICAL ACTION COMMITTEE I

$15K

AMERICAN ASSOCIATION OF ORTHOPAEDIC SURGEONS

$15K

NOVO NORDISK INC.

$15K

AMERICAN COLLEGE OF EMERGENCY PHYSICIANS

$15K

FRATERNITY & SORORITY POLITICAL ACTION COMMITTEE

$15K

AMERICAN PODIATRIC MEDICAL ASSOCIATION, INC.

$15K

AMERICAN ISRAEL PUBLIC AFFAIRS COMMITTEE POLITICAL ACTION COMMITTEE

$15K

All 25

Committee	Connected organization	Total	Gifts
NATIONWIDE MUTUAL INSURANCE COMPANY FINANCIAL & INVESTMENTS POLITICAL ACTION COMMITTEE	NATIONWIDE MUTUAL INSURANCE COMPANY	$16,000	7
UBS AMERICAS INC. POLITICAL ACTION COMMITTEE (UBS PAC)	UBS AMERICAS INC.	$15,000	5
SELECT MEDICAL CORPORATION PAC	SELECT MEDICAL CORPORATION	$15,000	6
PRICEWATERHOUSECOOPERS POLITICAL ACTION COMMITTEE I	NONE	$15,000	5
POLITICAL ACTION COMMITTEE OF THE AMERICAN ASSOCIATION OF ORTHOPAEDIC SURGEONS--PAC OF AAOS	AMERICAN ASSOCIATION OF ORTHOPAEDIC SURGEONS	$15,000	6
NOVO NORDISK INC. PAC (NOVO NORDISK PAC)	NOVO NORDISK INC.	$15,000	4
NATIONAL EMERGENCY MEDICINE POLITICAL ACTION COMMITTEE / AMERICAN COLLEGE OF EMERGENCY PHYSICIANS	AMERICAN COLLEGE OF EMERGENCY PHYSICIANS	$15,000	5
FRATERNITY & SORORITY POLITICAL ACTION COMMITTEE		$15,000	7
AMERICAN PODIATRIC MEDICAL ASSOCIATION POLITICAL ACTION COMMITTEE	AMERICAN PODIATRIC MEDICAL ASSOCIATION, INC.	$15,000	3
AMERICAN ISRAEL PUBLIC AFFAIRS COMMITTEE POLITICAL ACTION COMMITTEE		$15,000	3
AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS POLITICAL ACTION COMMITTEE	AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS	$15,000	6
AMERICAN ACADEMY OF OPHTHALMOLOGY INC POLITICAL COMMITTEE (OPHTHPAC)	AMERICAN ACADEMY OF OPHTHALMOLOGY	$15,000	5
MORGAN STANLEY POLITICAL ACTION COMMITTEE	MORGAN STANLEY	$13,000	9
US ONCOLOGY INC. NETWORK POLITICAL ACTION COMMITTEE		$12,500	4
UNITED SERVICES AUTOMOBILE ASSOCIATION EMPLOYEE PAC - USAA EMPLOYEE PAC	UNITED SERVICES AUTOMOBILE ASSOCIATION	$12,500	4
NEW YORK LIFE INSURANCE COMPANY POLITICAL ACTION COMMITTEE	NEW YORK LIFE INSURANCE COMPANY	$12,500	4
KPMG PARTNERS/PRINCIPALS AND EMPLOYEES PAC	NONE	$12,500	5
HONEYWELL INTERNATIONAL POLITICAL ACTION COMMITTEE	HONEYWELL INTERNATIONAL	$12,500	11
AMERICAN BANKERS ASSOCIATION PAC (BANKPAC)	AMERICAN BANKERS ASSOCIATION (ABA)	$12,500	6
NATIONAL MULTIFAMILY HOUSING COUNCIL POLITICAL ACTION COMMITTEE	NATIONAL MULTIFAMILY HOUSING COUNCIL	$12,000	3
NATIONAL BEER WHOLESALERS ASSOCIATION POLITICAL ACTION COMMITTEE	NATIONAL BEER WHOLESALERS ASSOCIATION	$11,500	7
NATIONAL AUTOMOBILE DEALERS ASSOCIATION POLITICAL ACTION COMMITTEE	NATIONAL AUTOMOBILE DEALERS ASSOCIATION	$11,000	3
NATIONAL ASSOCIATION OF REALTORS POLITICAL ACTION COMMITTEE	NATIONAL ASSOCIATION OF REALTORS	$11,000	5
L3HARRIS TECHNOLOGIES, INC. PAC	L3HARRIS TECHNOLOGIES, INC.	$11,000	6
EMD SERONO, INC. POLITICAL ACTION COMMITTEE	EMD SERONO, INC.	$11,000	5

Outside spending for and against them

Against them
For them

All of it

$2,673

Who spent it

NATIONAL RIFLE ASSOCIATION OF AMERICA POLITICAL VICTORY FUND

$1,771

THE GUARDIAN FUND

$902

See the data

Spender	For or against	Total	Reports
NATIONAL RIFLE ASSOCIATION OF AMERICA POLITICAL VICTORY FUND	for	$1,771	2
THE GUARDIAN FUND	for	$902	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).

SELECT MEDICAL HOLDINGS CORPORATION

$63K

ELI LILLY AND COMPANY

$44K

ENVISION HEALTHCARE

$42K

AMERICAN HOSPITAL ASSOCIATION

$40K

ARNOLD & PORTER KAYE SCHOLER LLP

$39K

AMERICAN PODIATRIC MEDICAL ASSOCIATION

$35K

MCKESSON CORPORATION & ITS AFFILIATE U.S. ONCOLOGY

$30K

NAREIT

$28K

AICPA ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS

$28K

PRICEWATERHOUSECOOPERS

$26K

All 25

Registrant	Total	Items	First	Latest
SELECT MEDICAL HOLDINGS CORPORATION	$63,400	20	Mar 11, 2021	Jun 6, 2023
ELI LILLY AND COMPANY	$44,000	8	Jul 26, 2021	Sep 1, 2023
ENVISION HEALTHCARE	$41,500	15	Oct 6, 2021	Sep 22, 2022
AMERICAN HOSPITAL ASSOCIATION	$39,500	9	Nov 16, 2021	May 16, 2023
ARNOLD & PORTER KAYE SCHOLER LLP	$38,500	14	Mar 1, 2021	Feb 15, 2024
AMERICAN PODIATRIC MEDICAL ASSOCIATION	$35,000	7	Mar 18, 2021	Feb 20, 2024
MCKESSON CORPORATION & ITS AFFILIATE U.S. ONCOLOGY	$30,000	8	Jun 14, 2021	Nov 30, 2023
NAREIT	$27,500	9	Sep 24, 2021	Oct 16, 2023
AICPA ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS	$27,500	9	Jun 28, 2021	Oct 23, 2023
PRICEWATERHOUSECOOPERS	$25,500	8	Aug 14, 2021	May 18, 2023
HONEYWELL INTERNATIONAL	$25,000	12	Mar 17, 2021	Nov 20, 2023
AMERICAN ACADEMY OF OPHTHALMOLOGY	$25,000	8	Mar 17, 2021	Sep 25, 2023
ASTRAZENECA PHARMACEUTICALS LP	$23,500	13	Sep 22, 2021	Mar 28, 2023
FMR LLC	$23,000	7	May 17, 2021	Jul 21, 2023
AMERICAN ISRAEL PUBLIC AFFAIRS COMMITTEE	$22,900	5	Mar 22, 2022	Nov 1, 2023
UPS (UNITED PARCEL SERVICE)	$22,500	6	Aug 16, 2021	Sep 25, 2023
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY	$22,500	5	Nov 12, 2021	Feb 20, 2023
L3HARRIS TECHNOLOGIES, INC.	$21,000	8	Mar 13, 2021	Sep 26, 2023
AMERICAN ACADEMY OF DERMATOLOGY ASSOCIATION	$21,000	7	Jun 23, 2021	Mar 26, 2023
UBS AMERICAS INC.	$20,000	6	May 6, 2021	Sep 27, 2023
DUKE ENERGY CORPORATION	$19,000	12	Apr 21, 2021	Oct 14, 2022
NATIONWIDE MUTUAL INSURANCE COMPANY	$18,500	8	Jun 10, 2021	Sep 26, 2023
ALSTON & BIRD LLP	$17,750	13	Nov 1, 2021	May 24, 2023
NOVO NORDISK INC.	$17,500	5	Jun 21, 2021	Jun 23, 2023
DELOITTE LLP	$17,500	6	Oct 14, 2021	Aug 4, 2023

Earmarks they asked for

Congressionally directed spending enacted at their request, alone or with others: 32 earmarks, $65.8M. 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 2024

$21.0M

FY 2023

$26.0M

FY 2022

$18.8M

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 31 of theirs went to their donors' employers; chance gives about 0: about what chance gives.

The largest

Pickaway County U.S. 23 & St. Rt. 762 Interchange Project

Department of Transportation

$5.0M

City of Portsmouth Water Treatment Plant

Environmental Protection Agency

$4.0M

Ross County Board of Commissioners Union Heights Wastewater Infrastructure Improvements

Environmental Protection Agency

$4.0M

University of Cincinnati Medical Center

Department of Health and Human Services

$4.0M

The City of Chillicothe for a wastewater treatment plant project

Environmental Protection Agency

$3.5M

The City of Portsmouth for water treatment plant repairs and updates

Environmental Protection Agency

$3.5M

City of Madeira Miami Ave Revitalization & Complete Streets Project

Department of Transportation

$3.4M

Multi-Purpose Community Building Gallia County Agricultural Society

Department of Agriculture

$3.2M

Village of New Richmond Route 52 Highway Safety Mitigation Project

Department of Transportation

$2.9M

Adams County Commissioners Alexander Salamon Airport Sewer Extension

Environmental Protection Agency

$2.8M

All 32

Year	Recipient	Amount	Asked with
FY 2024	Pickaway County U.S. 23 & St. Rt. 762 Interchange Project Pickaway County U.S. 23 & St. Rt. 762 Interchange Project OH Department of Transportation · Highway Infrastructure Programs · OH	$5,000,000
FY 2024	Multi-Purpose Community Building Gallia County Agricultural Society Department of Agriculture · Rural Community Facilities Program Account · OH	$3,200,000
FY 2024	City of Chillicothe for Lift Station Replacement Project Environmental Protection Agency · State and Tribal Assistance Grants—Clean Water State Revolving Fund · OH	$2,800,000
FY 2024	Village of Pomeroy for Water System Improvements Environmental Protection Agency · State and Tribal Assistance Grants—Drinking Water State Revolving Fund · OH	$1,731,280
FY 2024	Transitional Housing City of Chillicothe Department of Housing and Urban Development · Community Development Fund · OH	$1,500,000
FY 2024	Safety and Streetscape Improvements Project City of Portsmouth Department of Housing and Urban Development · Community Development Fund · OH	$1,500,000
FY 2024	Davids Drive Reconstruction Phase 3 Project Davids Drive Reconstruction Phase 3 Project OH Department of Transportation · Highway Infrastructure Programs · OH	$1,000,000
FY 2024	Chesapeake Riverfront/1st Street Safe Route Project Lawrence County Port Authority Department of Housing and Urban Development · Community Development Fund · OH	$1,000,000
FY 2024	City of Circleville for Sewer Service Extension Project Environmental Protection Agency · State and Tribal Assistance Grants—Clean Water State Revolving Fund · OH	$975,000
FY 2024	Pike County Board of Commissioners for Sanitary Sewer Extension Environmental Protection Agency · State and Tribal Assistance Grants—Clean Water State Revolving Fund · OH	$975,000
FY 2024	Community Leadership Facility Ohio-West Virginia Youth Leadership Association Department of Agriculture · Rural Community Facilities Program Account · OH	$550,000
FY 2024	Germany Road Relocation Project Pike County Department of Housing and Urban Development · Community Development Fund · OH	$400,000
FY 2024	Department of Community and Economic Development's OH-32 & Herold Road Improvements Project Clermont County Department of Housing and Urban Development · Community Development Fund · OH	$400,000
FY 2023	City of Portsmouth Water Treatment Plant Environmental Protection Agency · State and Tribal Assistance Grants - Drinking Water State Revolving Fund · OH	$4,000,000
FY 2023	Ross County Board of Commissioners Union Heights Wastewater Infrastructure Improvements Environmental Protection Agency · State and Tribal Assistance Grants - Clean Water State Revolving Fund · OH	$4,000,000
FY 2023	Adams County Commissioners Alexander Salamon Airport Sewer Extension Environmental Protection Agency · State and Tribal Assistance Grants - Clean Water State Revolving Fund · OH	$2,845,552
FY 2023	Aicholtz Road Roundabouts Department of Transportation · Highway Infrastructure Programs · OH	$2,000,000
FY 2023	Improvements to SR 159 (Bridge Street) in the City of Chillicothe Department of Transportation · Highway Infrastructure Programs · OH	$2,000,000
FY 2023	SR32 Eastern Corridor Segment IVa Department of Transportation · Highway Infrastructure Programs · OH	$2,000,000
FY 2023	Reed Hartman Highway and Grooms Road Connector Department of Transportation · Highway Infrastructure Programs · OH	$2,000,000
FY 2023	Hamilton County Affordable Housing Project (EAST) The Cincinnati Metropolitan Housing Authority Department of Housing and Urban Development · Community Development Fund · OH	$2,000,000
FY 2023	Scioto Valley Regional Water Reclamation Facility and Water Treatment Plant The Village of Piketon Department of Housing and Urban Development · Community Development Fund · OH	$2,000,000
FY 2023	Lighthouse Youth Services, Inc. Lighthouse Youth Services, Inc., Cincinnati, OH for facilities Department of Health and Human Services · Health Resources and Services Administration · OH	$1,850,000
FY 2023	Hamilton County Justice Center Security Improvements Hamilton County Board of County Commissioners Department of Justice · OJP-Byrne · OH	$1,000,000
FY 2023	Jefferson Street Business Center Expansion Highland County Community Action Organization, Inc Department of Agriculture · Rural Housing Service · OH	$275,000
FY 2022	University of Cincinnati Medical Center University of Cincinnati Medical Center, Cincinnati, OH for facilities Department of Health and Human Services · Health Resources and Services Administration (HRSA) · OH	$4,000,000	Chabot
FY 2022	The City of Chillicothe for a wastewater treatment plant project Environmental Protection Agency · State and Tribal Assistance Grants - Clean Water SRF · OH	$3,500,000
FY 2022	The City of Portsmouth for water treatment plant repairs and updates Environmental Protection Agency · State and Tribal Assistance Grants - Drinking Water SRF · OH	$3,500,000
FY 2022	City of Madeira Miami Ave Revitalization & Complete Streets Project Department of Transportation · Highway Infrastructure Programs · OH	$3,397,799
FY 2022	Village of New Richmond Route 52 Highway Safety Mitigation Project Department of Transportation · Highway Infrastructure Programs · OH	$2,929,745
FY 2022	Child Focus, Inc. Child Focus, Inc., Cincinnati, OH for facilities and equipment Department of Health and Human Services · Health Resources and Services Administration (HRSA) · OH	$1,000,000
FY 2022	The Village of Georgetown for a water tower rehabilitation project Environmental Protection Agency · State and Tribal Assistance Grants - Drinking Water SRF · OH	$450,000

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

118th Congress: 35 sponsored, 1 became law · 117th Congress: 25 sponsored, 2 became law

Health

Taxation

Armed Forces and National Security

Foreign Trade and International Finance

Social Welfare

Government Operations and Politics

International Affairs

Emergency Management

Their bills

Bill	Latest action
H.R. 1432Public Law 118-146 VETT Act	Dec 12, 2024 Became Public Law No: 118-146.
H.R. 2545Public Law 117-96 To amend title 38, United States Code, to clarify the role of doctors of podiatric medicine in the Department of Veteran	Mar 14, 2022 Became Public Law No: 117-96.
H.R. 960Public Law 117-93 To designate the facility of the United States Postal Service located at 3493 Burnet Avenue in Cincinnati, Ohio, as the	Mar 11, 2022 Became Public Law No: 117-93.
H.Res. 1623 Expressing the sense of the House of Representatives that the rate of chronic absenteeism in American schools must urgen	Dec 19, 2024 Referred to the House Committee on Education and the Workforce.
H.Res. 1624 Expressing the sense of the House of Representatives that the Citizens' Stamp Advisory Committee, as an entity of the Un	Dec 19, 2024 Referred to the House Committee on Oversight and Accountability.
H.R. 9463 RISE Act	Sep 17, 2024 Referred to the Subcommittee on Health.
H.R. 8912 Securing America’s Titanium Manufacturing Act of 2024	Dec 17, 2024 Referred to the Subcommittee on Trade.
H.R. 8876 Low-Income Taxpayer Clinic Modernization Act of 2024	Jun 27, 2024 Referred to the House Committee on Ways and Means.
H.R. 8793 Foster Care Adoption Oversight and Support Act	Dec 17, 2024 Referred to the Subcommittee on Work and Welfare.
H.R. 8701 Intelligence Reform and Transnational Crime Prevention Act of 2024	Jun 11, 2024 Referred to the Committee on the Judiciary, and in addition to the Committee on Intelligence (Permanent Select
H.R. 8619 S Corporation Modernization Act of 2024	Jun 4, 2024 Referred to the House Committee on Ways and Means.
H.Con.Res. 109 Expressing the sense of the Congress that assisted suicide (sometimes referred to using other terms) puts everyone, incl	May 31, 2024 Referred to the Subcommittee on Health.
H.R. 8564 Elevating Biotechnology Threats Reporting Act	May 23, 2024 Referred to the House Committee on Intelligence (Permanent Select).
H.R. 8333 BIOSECURE Act	Sep 10, 2024 Received in the Senate and Read twice and referred to the Committee on Homeland Security and Governmental Affa
H.R. 8260 Hospital Inpatient Services Modernization Act	Dec 17, 2024 Referred to the Subcommittee on Health.
H.R. 8059 U.S. Foreign Trade Zone Parity Act of 2024	Dec 17, 2024 Referred to the Subcommittee on Trade.
H.R. 7681 Primary and Virtual Care Affordability Act	Dec 17, 2024 Referred to the Subcommittee on Health.
H.R. 7305 IIR on AHI Act	Feb 7, 2024 Referred to the House Committee on Armed Services.
H.R. 6778 Intelligence Community Workforce Agility Protection Act of 2023	Dec 13, 2023 Referred to the House Committee on Ways and Means.
H.R. 6541 To provide for the liquidation or reliquidation of certain entries of steel and aluminum products retroactively approved	Dec 17, 2024 Referred to the Subcommittee on Trade.
H.R. 5977 Sensible Classification Act of 2023	Nov 3, 2023 Referred to the Subcommittee on Energy, Climate and Grid Security.
H.R. 5777 To amend the Internal Revenue Code of 1986 to improve health savings accounts.	Dec 17, 2024 Referred to the Subcommittee on Health.
H.R. 5614 Haiti Economic Lift Program Extension Act of 2023	Dec 17, 2024 Referred to the Subcommittee on Trade.
H.R. 4818 Treat and Reduce Obesity Act of 2023	Dec 27, 2024 Reported (Amended) by the Committee on Ways and Means. H. Rept. 118-959, Part I.
H.R. 4087 Foreign Adversary Gain-of-Function Research Prevention Act of 2023	Jun 16, 2023 Referred to the Subcommittee on Health.

Congress	Sponsored	Became law	Cosponsored
118th	35	1	250
117th	25	2	283

4 former staff now lobbying

MARIE POLICASTRO

VERIZON COMMUNICATIONS INC. AND VARIOUS SUBSIDIARIES

1 client

ABBIE SUMBRUM

RUM GROUP INC., FORMERLY REPORTED AS RUMBLE INC

1 client

LISA LANGENDERFER

ASTRAZENECA PHARMACEUTICALS LP

1 client

LEE COTTON

VANTOR PARENT INC

1 client

See the data

Lobbyist	Former position, as they list it	Firms	Clients	Years
MARIE POLICASTRO	Dep&Spc Asst,Dir&Dep Dir Sched. Pres. Trump(3/25-7/26);DepCOS Rep. Taylor(1/25-3/25);DirOps Rep. Wenstrup(1/24-01/25);DirOps MembrSvc House Slct Com CoronavirusPandemic(3/23-1/25);DirOps-Rep Wenstrup(12/19-11/21); Schdlr Rep Hollingsworth(8/18-12/19)	VERIZON COMMUNICATIONS INC. AND VARIOUS SUBSIDIARIES	1	2026
ABBIE SUMBRUM	Legislative Correspondent, Director of Scheduling, Director of Operations, Rep. Brad Wenstrup; Director of Scheduling, Rep. Stephanie Bice; Director of Operations, Rep. Devin Nunes; Director of Scheduling, Department of Labor	RUM GROUP INC., FORMERLY REPORTED AS RUMBLE INC	1	2025
LISA LANGENDERFER	Legislative Director, Rep. Brad Wenstrup (OH-02); Policy Advisor; House Republican Conference; Senior Legislative Assistant, Rep. Jim Renacci (OH-16)	ASTRAZENECA PHARMACEUTICALS LP	1	2024
LEE COTTON	National Security Advisor, Rep. Brad Wenstrup	VANTOR PARENT INC	1	2024

From their payroll to lobbying

People Wenstrup'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 Wenstrup themselves.

LEE COTTON ✓

National Security Advisor, last paid Q3 2024 · VANTOR PARENT INC

1 client

See the data

Lobbyist	On the payroll as	Last paid	Lobbying for	Clients	Years	Confirmed
LEE COTTON	National Security Advisor	Q3 2024	VANTOR PARENT INC	1	2024–2026	yes

Holdings and trades

$2.4M – $11.3Mnet worth, 2025 report

512trades on their reports

—trades reported after 45 days

—typical time to report a trade

0reports filed on paper

3filing 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, 2025 report

Florida Property

Real Estate · Self

$1.0M+

UBS Bank Account

Bank Deposit · Self

$250K+

SPDR S&P 500

Mutual Funds · Self

$250K+

Fifth Third Bank Accounts

Bank Deposit · Self

$100K+

IShares S&P 500 Growth ETF

Mutual Funds · Spouse

$100K+

Calvert Equity Fund

Mutual Funds · Self

$100K+

DFA Emerging Markets Core Equity Portfolio

Mutual Funds · Self

$100K+

Dimensional ETF Trust Dimensional US High Profitability ETF

Mutual Funds · Self

$100K+

First Eagle Overseas Fund Class I

Mutual Funds · Self

$100K+

Guggenheim Total Return Bond Fund

Mutual Funds · Self

$100K+

Hartford Strategic Income Fund

Mutual Funds · Self

$100K+

IShares Core MSCI Total Intl

Mutual Funds · Self

$100K+

Their 25 largest holdings, as a table

Asset	Kind	Owner	Value	Income
Florida Property	Real Estate	Self	$1.0M – $5.0M	Rent: $100K – $1.0M
UBS Bank Account	Bank Deposit	Self	$250K – $500K	Interest: $5,001 – $15K
SPDR S&P 500	Mutual Funds	Self	$250K – $500K	Tax-Deferred: —
Fifth Third Bank Accounts	Bank Deposit	Self	$100K – $250K	Interest: $1 – $200
IShares S&P 500 Growth ETF	Mutual Funds	Spouse	$100K – $250K	Tax-Deferred: —
Calvert Equity Fund	Mutual Funds	Self	$100K – $250K	Tax-Deferred: —
DFA Emerging Markets Core Equity Portfolio	Mutual Funds	Self	$100K – $250K	Tax-Deferred: —
Dimensional ETF Trust Dimensional US High Profitability ETF	Mutual Funds	Self	$100K – $250K	Tax-Deferred: —
First Eagle Overseas Fund Class I	Mutual Funds	Self	$100K – $250K	Tax-Deferred: —
Guggenheim Total Return Bond Fund	Mutual Funds	Self	$100K – $250K	Tax-Deferred: —
Hartford Strategic Income Fund	Mutual Funds	Self	$100K – $250K	Tax-Deferred: —
IShares Core MSCI Total Intl	Mutual Funds	Self	$100K – $250K	Tax-Deferred: —
IShares Core US Aggregate Bond	Mutual Funds	Self	$100K – $250K	Tax-Deferred: —
IShares MSCI USA Quality Factor	Mutual Funds	Self	$100K – $250K	Tax-Deferred: —
IShares Russell 1000 Growth	Mutual Funds	Self	$100K – $250K	Tax-Deferred: —
Lazard International Strategic Equity Ptf Insti Shs	Mutual Funds	Self	$100K – $250K	Tax-Deferred: —
Macquarie Small Cap Core Fund Institutional	Mutual Funds	Self	$100K – $250K	Tax-Deferred: —
MFS Value Fund - Class I	Mutual Funds	Self	$100K – $250K	Tax-Deferred: —
Performance Trust Total Return Bond Fund-Institutional Class	Mutual Funds	Self	$100K – $250K	Tax-Deferred: —
Vanguard Russell 1000 Value	Mutual Funds	Self	$100K – $250K	Tax-Deferred: —
Vanguard Ohio Target Enrollment 2032/2033	Education Savings Plans	Self	$50K – $100K	Tax-Deferred: —
American Fds, The Tax-Exempt Bond Fund of America, Class F-2 Shs	Mutual Funds	Self	$50K – $100K	Dividends: $201 – $1,000
IShares Core MSCI Total Intl	Mutual Funds	Self	$50K – $100K	Dividends: $15K – $50K
SPDR S&P 500	Mutual Funds	Self	$50K – $100K	Capital Gains, Dividends: $15K – $50K
Vanguard High-Yield Tax-Exempt Fund Admiral Shares	Mutual Funds	Self	$50K – $100K	Capital Gains, Dividends: $2,501 – $5,000

Trades, month by month

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

Purchases
Sales

What they trade most

MFS Value Fund (MEIIX)

2021–2024 · $293K – $1.0M

34 trades

First Eagle Overseas Fund Class I (SGOIX)

2021–2024 · $39K – $410K

25 trades

SPDR S&P 500 (SPY)

2021–2024 · $371K – $1.0M

20 trades

iShares Russell 1000 Growth ETF (IWF)

2021–2024 · $221K – $715K

17 trades

iShares MSCI USA Quality Factor ETF (QUAL)

2022–2024 · $150K – $550K

17 trades

The Hartford Strategic Income Fund Cl I (HSNIX)

2023–2024 · $78K – $345K

15 trades

iShares 7-10 Year Treasury Bond ETF (IEF)

2023–2024 · $43K – $295K

15 trades

DFA Emerging Markets Core Equity Portfolio (DFCEX)

2023–2024 · $63K – $295K

14 trades

SPDR Select Sector Fund - Health Care (XLV)

2022–2024 · $42K – $280K

14 trades

SPDR Portfolio Aggregate Bond ETF (SPAB)

2023–2024 · $337K – $905K

13 trades

Their latest 300 of 512 trades

Date	Asset	Trade	Owner	Amount	Days to report
2024-12-30	The Hartford Strategic Income Fund Cl I via UBS Rollover IRA	Purchase	Self	$1,001 – $15K	annual
2024-12-23	Lazard International Strategic Equity Ptf Insti Shs via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-12-23	Lazard International Strategic Equity Ptf Insti Shs via UBS Rollover IRA	Purchase	Self	$15K – $50K	annual
2024-12-13	MFS Value Fund - Class I via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-12-13	Calvert Equity Fund Class I via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-12-13	MFS Value Fund - Class I via UBS Rollover IRA	Purchase	Self	$1,001 – $15K	annual
2024-12-13	DFA Emerging Markets Core Equity Portfolio via UBS Rollover IRA	Purchase	Self	$1,001 – $15K	annual
2024-12-06	First Eagle Overseas Fund Class I via UBS Rollover IRA	Purchase	Self	$1,001 – $15K	annual
2024-10-30	Vanguard High-Yield Tax-Exempt Fund Admiral Shares via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-10-30	First Eagle Overseas Fund Class I via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-10-30	Performance Trust Total Return Bond Fund-Institutional Class via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-10-30	Macquarie Small Cap Core Fund Institutional via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-10-30	American Fds, The Tax-Exempt Bond Fund of America, Class F-2 Shs via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-10-30	MFS Value Fund - Class I via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-10-30	Calvert Equity Fund Class I via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-10-30	The Hartford Strategic Income Fund Cl I via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-10-30	Lazard International Strategic Equity Ptf Insti Shs via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-10-30	DFA Emerging Markets Core Equity Portfolio via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-10-30	SPDR S&P 500 via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-10-30	Vanguard Russell 1000 Value ETF via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-10-30	Dimensional ETF Trust Dimensional US High Profitability ETF via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-10-30	Invesco S&P 500 Equal Weight ETF via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-10-30	iShares MSCI USA Quality Factor ETF via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-10-30	iShares Core MSCI Total International Stock ETF via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-10-30	iShares 7-10 Year Treasury Bond ETF via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-10-30	iShares Russell 1000 Growth ETF via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-10-30	First Trust NASDAQ Cybersecurity ETF via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-08-23	Vanguard High-Yield Tax-Exempt Fund Admiral Shares via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-08-23	First Eagle Overseas Fund Class I via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-08-23	Performance Trust Total Return Bond Fund-Institutional Class via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-08-23	Macquarie Small Cap Core Fund Institutional via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-08-23	American Fds, The Tax-Exempt Bond Fund of America, Class F-2 Shs via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-08-23	MFS Value Fund - Class I via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-08-23	Calvert Equity Fund Class I via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-08-23	The Hartford Strategic Income Fund Cl I via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-08-23	Lazard International Strategic Equity Ptf Insti Shs via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-08-23	DFA Emerging Markets Core Equity Portfolio via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-08-23	SPDR S&P 500 via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-08-23	Vanguard Russell 1000 Value ETF via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-08-23	Dimensional ETF Trust Dimensional US High Profitability ETF via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-08-23	Invesco S&P 500 Equal Weight ETF via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-08-23	iShares MSCI USA Quality Factor ETF via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-08-23	iShares Core MSCI Total International Stock ETF via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-08-23	iShares 7-10 Year Treasury Bond ETF via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-08-23	iShares Russell 1000 Growth ETF via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-08-23	Franklin FTSE Japan ETF via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-08-23	First Trust NASDAQ Cybersecurity ETF via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-07-17	Vanguard High-Yield Tax-Exempt Fund Admiral Shares via UBS Brokerage Account	Purchase	Self	$1,001 – $15K	annual
2024-07-17	Performance Trust Total Return Bond Fund-Institutional Class via UBS Brokerage Account	Purchase	Self	$1,001 – $15K	annual
2024-07-17	American Fds, The Tax-Exempt Bond Fund of America, Class F-2 Shs via UBS Brokerage Account	Purchase	Self	$1,001 – $15K	annual
2024-07-17	The Hartford Strategic Income Fund Cl I via UBS Brokerage Account	Purchase	Self	$1,001 – $15K	annual
2024-07-17	SPDR S&P 500 via UBS Brokerage Account	Purchase	Self	$1,001 – $15K	annual
2024-07-17	SPDR Select Sector Fund - Health Care via UBS Brokerage Account	Sale (Full)	Self	$1,001 – $15K	annual
2024-07-17	SPDR Portfolio Aggregate Bond ETF via UBS Brokerage Account	Sale (Full)	Self	$15K – $50K	annual
2024-07-17	Dimensional ETF Trust Dimensional US High Profitability ETF via UBS Brokerage Account	Purchase	Self	$1,001 – $15K	annual
2024-07-17	iShares iBonds Dec 2024 Term Treasury ETF via UBS Brokerage Account	Sale (Full)	Self	$1,001 – $15K	annual
2024-07-17	iShares MSCI USA Quality Factor ETF via UBS Brokerage Account	Purchase	Self	$1,001 – $15K	annual
2024-07-17	iShares 7-10 Year Treasury Bond ETF via UBS Brokerage Account	Purchase	Self	$1,001 – $15K	annual
2024-07-16	First Eagle Overseas Fund Class I via UBS Rollover IRA	Sale (Partial)	Self	$1,001 – $15K	annual
2024-07-16	Performance Trust Total Return Bond Fund-Institutional Class via UBS Rollover IRA	Purchase	Self	$15K – $50K	annual
2024-07-16	Guggenheim Total Return Bond Fund- Institutional Class via UBS Rollover IRA	Purchase	Self	$15K – $50K	annual
2024-07-16	Calvert Equity Fund Class I via UBS Rollover IRA	Purchase	Self	$1,001 – $15K	annual
2024-07-16	The Hartford Strategic Income Fund Cl I via UBS Rollover IRA	Purchase	Self	$15K – $50K	annual
2024-07-16	DFA Emerging Markets Core Equity Portfolio via UBS Rollover IRA	Sale (Partial)	Self	$1,001 – $15K	annual
2024-07-16	SPDR S&P 500 via UBS Rollover IRA	Purchase	Self	$15K – $50K	annual
2024-07-16	SPDR Select Sector Fund - Health Care via UBS Rollover IRA	Sale (Full)	Self	$15K – $50K	annual
2024-07-16	SPDR Portfolio Aggregate Bond ETF via UBS Rollover IRA	Sale (Full)	Self	$50K – $100K	annual
2024-07-16	Dimensional ETF Trust Dimensional US High Profitability ETF via UBS Rollover IRA	Purchase	Self	$1,001 – $15K	annual
2024-07-16	Invesco S&P 500 Equal Weight ETF via UBS Rollover IRA	Purchase	Self	$1,001 – $15K	annual
2024-07-16	iShares iBonds Dec 2024 Term Treasury ETF via UBS Rollover IRA	Sale (Full)	Self	$1,001 – $15K	annual
2024-07-16	iShares MSCI USA Quality Factor ETF via UBS Rollover IRA	Purchase	Self	$1,001 – $15K	annual
2024-07-16	iShares Core MSCI Total International Stock ETF via UBS Rollover IRA	Sale (Partial)	Self	$1,001 – $15K	annual
2024-07-16	iShares Core U.S. Aggregate Bond ETF via UBS Rollover IRA	Purchase	Self	$15K – $50K	annual
2024-07-16	iShares 7-10 Year Treasury Bond ETF via UBS Rollover IRA	Purchase	Self	$15K – $50K	annual
2024-07-16	iShares Russell 1000 Growth ETF via UBS Rollover IRA	Sale (Partial)	Self	$1,001 – $15K	annual
2024-07-16	iShares Core S&P Mid-Cap ETF via UBS Rollover IRA	Sale (Full)	Self	$15K – $50K	annual
2024-07-16	Franklin FTSE Japan ETF via UBS Rollover IRA	Purchase	Self	$1,001 – $15K	annual
2024-07-16	First Trust NASDAQ Cybersecurity ETF via UBS Rollover IRA	Purchase	Self	$1,001 – $15K	annual
2024-06-21	iShares Core S&P Mid-Cap ETF via UBS Brokerage Account	Sale (Full)	Self	$1,001 – $15K	annual
2024-06-21	Vanguard High-Yield Tax-Exempt Fund Admiral Shares via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-06-21	First Eagle Overseas Fund Class I via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-06-21	Performance Trust Total Return Bond Fund-Institutional Class via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-06-21	Macquarie Small Cap Core Fund Institutional via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-06-21	American Fds, The Tax-Exempt Bond Fund of America, Class F-2 Shs via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-06-21	MFS Value Fund - Class I via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-06-21	Calvert Equity Fund Class I via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-06-21	The Hartford Strategic Income Fund Cl I via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-06-21	Lazard International Strategic Equity Ptf Insti Shs via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-06-21	DFA Emerging Markets Core Equity Portfolio via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-06-21	SPDR S&P 500 via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-06-21	Vanguard Russell 1000 Value ETF via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-06-21	SPDR Select Sector Fund - Health Care via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-06-21	SPDR Portfolio Aggregate Bond ETF via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-06-21	Dimensional ETF Trust Dimensional US High Profitability ETF via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-06-21	iShares MSCI USA Quality Factor ETF via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-06-21	Invesco S&P 500 Equal Weight ETF via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-06-21	iShares Core MSCI Total International Stock ETF via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-06-21	iShares 7-10 Year Treasury Bond ETF via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-06-21	iShares Russell 1000 Growth ETF via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-06-21	First Trust NASDAQ Cybersecurity ETF via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-05-16	SPDR S&P 500 via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-05-16	Vanguard Russell 1000 Value ETF via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-05-16	SPDR Select Sector Fund - Health Care via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-05-16	SPDR Portfolio Aggregate Bond ETF via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-05-16	Dimensional ETF Trust Dimensional US High Profitability ETF via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-05-16	Invesco S&P 500 Equal Weight ETF via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-05-16	iShares MSCI USA Quality Factor ETF via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-05-16	Invesco S&P 500 Equal Weight ETF via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-05-16	iShares 7-10 Year Treasury Bond ETF via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-05-16	iShares Russell 1000 Growth ETF via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-05-16	iShares Core S&P Mid-Cap ETF via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-05-16	Franklin FTSE Japan ETF via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-05-15	First Trust NASDAQ Cybersecurity ETF via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-05-15	Vanguard High-Yield Tax-Exempt Fund Admiral Shares via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-05-15	First Eagle Overseas Fund Class I via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-05-15	Performance Trust Total Return Bond Fund-Institutional Class via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-05-15	Macquarie Small Cap Core Fund Institutional via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-05-15	American Fds, The Tax-Exempt Bond Fund of America, Class F-2 Shs via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-05-15	MFS Value Fund - Class I via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-05-15	Calvert Equity Fund Class I via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-05-15	The Hartford Strategic Income Fund Cl I via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-05-15	Lazard International Strategic Equity Ptf Insti Shs via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-05-15	DFA Emerging Markets Core Equity Portfolio via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-04-29	SPDR S&P 500 via UBS Brokerage Account	Sale (Partial)	Self	$15K – $50K	annual
2024-04-29	Vanguard Russell 1000 Value ETF via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-04-29	SPDR Select Sector Fund - Health Care via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-04-29	SPDR Portfolio Aggregate Bond ETF via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-04-29	Dimensional ETF Trust Dimensional US High Profitability ETF via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-04-29	iShares MSCI USA Quality Factor ETF via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-04-29	iShares Core MSCI Total International Stock ETF via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-04-29	iShares 7-10 Year Treasury Bond ETF via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-04-29	iShares Russell 1000 Growth ETF via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-04-29	iShares Core S&P Mid-Cap ETF via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-04-29	Franklin FTSE Japan ETF via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-04-29	First Trust NASDAQ Cybersecurity ETF via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-04-26	Vanguard High-Yield Tax-Exempt Fund Admiral Shares via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-04-26	First Eagle Overseas Fund Class I via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-04-26	Performance Trust Total Return Bond Fund-Institutional Class via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-04-26	American Fds, The Tax-Exempt Bond Fund of America, Class F-2 Shs via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-04-26	Macquarie Small Cap Core Fund Institutional via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-04-26	MFS Value Fund - Class I via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-04-26	Calvert Equity Fund Class I via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-04-26	The Hartford Strategic Income Fund Cl I via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-04-26	Lazard International Strategic Equity Ptf Insti Shs via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-04-26	DFA Emerging Markets Core Equity Portfolio via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-02-20	Vanguard Russell 1000 Value ETF via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-02-20	SPDR Select Sector Fund - Health Care via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-02-20	SPDR Portfolio Aggregate Bond ETF via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-02-20	Dimensional ETF Trust Dimensional US High Profitability ETF via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-02-20	Invesco S&P 500 Equal Weight ETF via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-02-20	iShares iBonds Dec 2024 Term Treasury ETF via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-02-20	iShares MSCI USA Quality Factor ETF via UBS Brokerage Account	Sale (Partial)	Self	$15K – $50K	annual
2024-02-20	iShares Core MSCI Total International Stock ETF via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-02-20	iShares 7-10 Year Treasury Bond ETF via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-02-20	iShares 7-10 Year Treasury Bond ETF via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-02-20	Franklin FTSE Japan ETF via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-02-20	First Trust NASDAQ Cybersecurity ETF via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-02-16	Vanguard High-Yield Tax-Exempt Fund Admiral Shares via UBS Brokerage Account	Sale (Partial)	Self	$15K – $50K	annual
2024-02-16	First Eagle Overseas Fund Class I via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-02-16	Performance Trust Total Return Bond Fund-Institutional Class via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-02-16	Macquarie Small Cap Core Fund Institutional via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-02-16	American Fds, The Tax-Exempt Bond Fund of America, Class F-2 Shs via UBS Brokerage Account	Sale (Partial)	Self	$15K – $50K	annual
2024-02-16	MFS Value Fund - Class I via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-02-16	Calvert Equity Fund Class I via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-02-16	The Hartford Strategic Income Fund Cl I via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-02-16	Lazard International Strategic Equity Ptf Insti Shs via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-02-16	DFA Emerging Markets Core Equity Portfolio via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2024-01-29	SPDR S&P 500 via UBS Brokerage Account	Purchase	Self	$1,001 – $15K	annual
2024-01-29	Vanguard Energy ETF via UBS Brokerage Account	Sale (Full)	Self	$1,001 – $15K	annual
2024-01-29	Vanguard Utilities ETF via UBS Brokerage Account	Sale (Full)	Self	$1,001 – $15K	annual
2024-01-29	Dimensional ETF Trust Dimensional US High Profitability ETF via UBS Brokerage Account	Purchase	Self	$15K – $50K	annual
2024-01-29	Invesco S&P 500 Equal Weight ETF via UBS Brokerage Account	Sale (Partial)	Self	$15K – $50K	annual
2024-01-24	SPDR S&P 500 via UBS Rollover IRA	Purchase	Self	$50K – $100K	annual
2024-01-24	Vanguard Energy ETF via UBS Rollover IRA	Sale (Full)	Self	$15K – $50K	annual
2024-01-24	SPDR Select Sector Fund - Utilities via UBS Rollover IRA	Sale (Full)	Self	$15K – $50K	annual
2024-01-24	SPDR Select Sector Fund - Health Care via UBS Rollover IRA	Sale (Partial)	Self	$1,001 – $15K	annual
2024-01-24	SPDR Portfolio Aggregate Bond ETF via UBS Rollover IRA	Purchase	Self	$1,001 – $15K	annual
2024-01-24	Dimensional ETF Trust Dimensional US High Profitability ETF via UBS Rollover IRA	Purchase	Self	$100K – $250K	annual
2024-01-24	Invesco S&P 500 Equal Weight ETF via UBS Rollover IRA	Sale (Partial)	Self	$50K – $100K	annual
2024-01-24	iShares MSCI USA Quality Factor ETF via UBS Rollover IRA	Sale (Partial)	Self	$15K – $50K	annual
2024-01-24	iShares Core MSCI Total International Stock ETF via UBS Rollover IRA	Purchase	Self	$1,001 – $15K	annual
2024-01-24	iShares Core U.S. Aggregate Bond ETF via UBS Rollover IRA	Purchase	Self	$1,001 – $15K	annual
2024-01-24	iShares 7-10 Year Treasury Bond ETF via UBS Rollover IRA	Purchase	Self	$1,001 – $15K	annual
2024-01-24	iShares Russell 1000 Growth ETF via UBS Rollover IRA	Sale (Partial)	Self	$1,001 – $15K	annual
2024-01-24	iShares Core S&P Mid-Cap ETF via UBS Rollover IRA	Sale (Partial)	Self	$15K – $50K	annual
2024-01-24	Franklin FTSE Japan ETF via UBS Rollover IRA	Sale (Partial)	Self	$1,001 – $15K	annual
2024-01-24	First Trust NASDAQ Cybersecurity ETF via UBS Rollover IRA	Sale (Partial)	Self	$1,001 – $15K	annual
2024-01-23	First Eagle Overseas Fund Class I via UBS Rollover IRA	Purchase	Self	$1,001 – $15K	annual
2024-01-23	Guggenheim Total Return Bond Fund- Institutional Class via UBS Rollover IRA	Purchase	Self	$1,001 – $15K	annual
2024-01-23	Macquarie Small Cap Core Fund Institutional via UBS Rollover IRA	Purchase	Self	$1,001 – $15K	annual
2024-01-23	MFS Value Fund - Class I via UBS Rollover IRA	Sale (Partial)	Self	$1,001 – $15K	annual
2024-01-23	Lazard International Strategic Equity Ptf Insti Shs via UBS Rollover IRA	Purchase	Self	$1,001 – $15K	annual
2024-01-23	DFA Emerging Markets Core Equity Portfolio via UBS Rollover IRA	Purchase	Self	$1,001 – $15K	annual
2024-01-02	Vanguard Utilities ETF via UBS Brokerage Account	Purchase	Self	$1,001 – $15K	annual
2024-01-02	SPDR Select Sector Fund - Utilities via UBS Brokerage Account	Sale (Full)	Self	$1,001 – $15K	annual
2023-12-28	The Hartford Strategic Income Fund Cl I via UBS Rollover IRA	Purchase	Self	$1,001 – $15K	annual
2023-12-26	Vanguard Russell 1000 Value ETF via UBS Brokerage Account	Purchase	Self	$15K – $50K	annual
2023-12-26	Vanguard Energy ETF via UBS Brokerage Account	Purchase	Self	$1,001 – $15K	annual
2023-12-26	SPDR Select Sector Fund - Health Care via UBS Brokerage Account	Purchase	Self	$1,001 – $15K	annual
2023-12-26	SPDR S&P 500 via UBS Brokerage Account	Sale (Full)	Self	$100K – $250K	annual
2023-12-26	SPDR Portfolio Aggregate Bond ETF via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2023-12-26	SPDR MidCap Trust Series I via UBS Brokerage Account	Sale (Full)	Self	$1,001 – $15K	annual
2023-12-26	iShares Russell 1000 Growth ETF via UBS Brokerage Account	Sale (Partial)	Self	$50K – $100K	annual
2023-12-26	iShares MSCI USA Quality Factor ETF via UBS Brokerage Account	Purchase	Self	$15K – $50K	annual
2023-12-26	iShares Core S&P Mid-Cap ETF via UBS Brokerage Account	Purchase	Self	$1,001 – $15K	annual
2023-12-26	iShares Core MSCI Total International Stock ETF via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2023-12-26	iShares 7-10 Year Treasury Bond ETF via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2023-12-26	Invesco S&P 500 Equal Weight ETF via UBS Brokerage Account	Purchase	Self	$15K – $50K	annual
2023-12-26	First Trust NASDAQ Cybersecurity ETF via UBS Brokerage Account	Purchase	Self	$1,001 – $15K	annual
2023-12-22	Lazard International Strategic Equity Ptf Insti Shs via UBS Rollover IRA	Purchase	Self	$1,001 – $15K	annual
2023-12-22	Vanguard High-Yield Tax-Exempt Fund Admiral Shares via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2023-12-22	The Hartford Strategic Income Fund Cl I via UBS Brokerage Account	Sale (Full)	Self	$1,001 – $15K	annual
2023-12-22	MFS Value Fund - Class I via UBS Brokerage Account	Purchase	Self	$15K – $50K	annual
2023-12-22	First Eagle Overseas Fund Class I via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2023-12-22	DFA Emerging Markets Core Equity Portfolio via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2023-12-22	Delaware Small Cap Core Fund Institutional via UBS Brokerage Account	Sale (Partial)	Self	$15K – $50K	annual
2023-12-22	Calvert Equity Fund Class I via UBS Brokerage Account	Purchase	Self	$15K – $50K	annual
2023-12-22	American Fds, The Tax-Exempt Bond Fund of America, Class F-2 Shs via UBS Brokerage Account	Sale (Full)	Self	$1,001 – $15K	annual
2023-12-19	Delaware Small Cap Core Fund Institutional via UBS Rollover IRA	Purchase	Self	$1,001 – $15K	annual
2023-12-19	Delaware Small Cap Core Fund Institutional via UBS Brokerage Account	Purchase	Self	$1,001 – $15K	annual
2023-12-15	Vanguard Small-Cap Value ETF via UBS Rollover IRA	Sale (Full)	Self	$15K – $50K	annual
2023-12-15	MFS Value Fund - Class I via UBS Rollover IRA	Purchase	Self	$1,001 – $15K	annual
2023-12-15	iShares MSCI USA Quality Factor ETF via UBS Rollover IRA	Purchase	Self	$15K – $50K	annual
2023-12-15	Calvert Equity Fund Class I via UBS Rollover IRA	Purchase	Self	$1,001 – $15K	annual
2023-12-12	DFA Emerging Markets Core Equity Portfolio via UBS Rollover IRA	Purchase	Self	$1,001 – $15K	annual
2023-12-06	First Eagle Overseas Fund Class I via UBS Rollover IRA	Purchase	Self	$1,001 – $15K	annual
2023-11-22	Vanguard Small-Cap Value ETF via UBS Rollover IRA	Sale (Partial)	Self	$15K – $50K	annual
2023-11-22	iShares MSCI USA Quality Factor ETF via UBS Rollover IRA	Purchase	Self	$15K – $50K	annual
2023-08-30	iShares iBonds Dec 2024 Term Treasury ETF via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2023-08-23	iShares 7-10 Year Treasury Bond ETF via UBS Brokerage Account	Purchase	Self	$15K – $50K	annual
2023-08-22	iShares iBonds Dec 2024 Term Treasury ETF via UBS Rollover IRA	Sale (Partial)	Self	$1,001 – $15K	annual
2023-08-22	iShares 7-10 Year Treasury Bond ETF via UBS Rollover IRA	Purchase	Self	$1,001 – $15K	annual
2023-08-09	iShares iBonds Dec 2024 Term Treasury ETF via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2023-08-09	iShares 7-10 Year Treasury Bond ETF via UBS Brokerage Account	Purchase	Self	$1,001 – $15K	annual
2023-08-08	iShares iBonds Dec 2024 Term Treasury ETF via UBS Rollover IRA	Sale (Partial)	Self	$1,001 – $15K	annual
2023-08-08	iShares 7-10 Year Treasury Bond ETF via UBS Rollover IRA	Purchase	Self	$1,001 – $15K	annual
2023-07-27	iShares Core MSCI Total International Stock ETF via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2023-07-27	Franklin FTSE Japan ETF via UBS Brokerage Account	Purchase	Self	$1,001 – $15K	annual
2023-07-19	Vanguard Small-Cap Value ETF via UBS Rollover IRA	Sale (Partial)	Self	$1,001 – $15K	annual
2023-07-19	Vanguard Russell 1000 Value ETF via UBS Rollover IRA	Purchase	Self	$1,001 – $15K	annual
2023-07-19	Vanguard FTSEEuropean ETF via UBS Rollover IRA	Sale (Full)	Self	$15K – $50K	annual
2023-07-19	SPDR Select Sector Fund - Utilities via UBS Rollover IRA	Purchase	Self	$1,001 – $15K	annual
2023-07-19	SPDR Select Sector Fund - Health Care via UBS Rollover IRA	Purchase	Self	$1,001 – $15K	annual
2023-07-19	SPDR S&P 500 via UBS Rollover IRA	Sale (Partial)	Self	$1,001 – $15K	annual
2023-07-19	SPDR Portfolio Aggregate Bond ETF via UBS Rollover IRA	Purchase	Self	$1,001 – $15K	annual
2023-07-19	iShares Russell 1000 Growth ETF via UBS Rollover IRA	Sale (Partial)	Self	$15K – $50K	annual
2023-07-19	iShares MSCI USA Quality Factor ETF via UBS Rollover IRA	Sale (Partial)	Self	$1,001 – $15K	annual
2023-07-19	iShares iBonds Dec 2024 Term Treasury ETF via UBS Rollover IRA	Purchase	Self	$1,001 – $15K	annual
2023-07-19	iShares Core U.S. Aggregate Bond ETF via UBS Rollover IRA	Purchase	Self	$1,001 – $15K	annual
2023-07-19	iShares Core S&P Mid-Cap ETF via UBS Rollover IRA	Sale (Partial)	Self	$1,001 – $15K	annual
2023-07-19	iShares Core MSCI Total International Stock ETF via UBS Rollover IRA	Purchase	Self	$1,001 – $15K	annual
2023-07-19	Franklin FTSE Japan ETF via UBS Rollover IRA	Purchase	Self	$15K – $50K	annual
2023-07-19	First Trust NASDAQ Cybersecurity ETF via UBS Rollover IRA	Sale (Partial)	Self	$1,001 – $15K	annual
2023-07-18	The Hartford Strategic Income Fund Cl I via UBS Rollover IRA	Purchase	Self	$1,001 – $15K	annual
2023-07-18	Performance Trust Total Return Bond Fund-Institutional Class via UBS Rollover IRA	Purchase	Self	$1,001 – $15K	annual
2023-07-18	MFS Value Fund - Class I via UBS Rollover IRA	Purchase	Self	$1,001 – $15K	annual
2023-07-18	Lazard International Strategic Equity Ptf Insti Shs via UBS Rollover IRA	Sale (Partial)	Self	$1,001 – $15K	annual
2023-07-18	Guggenheim Total Return Bond Fund- Institutional Class via UBS Rollover IRA	Purchase	Self	$1,001 – $15K	annual
2023-07-18	Delaware Small Cap Core Fund Institutional via UBS Rollover IRA	Purchase	Self	$1,001 – $15K	annual
2023-07-18	Calvert Equity Fund Class I via UBS Rollover IRA	Sale (Partial)	Self	$1,001 – $15K	annual
2023-07-07	SPDR S&P 500 via UBS Brokerage Account	Sale (Partial)	Self	$15K – $50K	annual
2023-07-07	iShares Russell 1000 Growth ETF via UBS Brokerage Account	Sale (Partial)	Self	$15K – $50K	annual
2023-07-07	iShares iBonds Dec 2024 Term Treasury ETF via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2023-07-06	Vanguard High-Yield Tax-Exempt Fund Admiral Shares via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2023-07-06	The Hartford Strategic Income Fund Cl I via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2023-07-06	Performance Trust Total Return Bond Fund-Institutional Class via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2023-07-06	First Eagle Overseas Fund Class I via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2023-07-06	DFA Emerging Markets Core Equity Portfolio via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2023-07-06	American Fds, The Tax-Exempt Bond Fund of America, Class F-2 Shs via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2023-05-08	SPDR Portfolio Aggregate Bond ETF via UBS Brokerage Account	Purchase	Self	$15K – $50K	annual
2023-05-05	SPDR Portfolio Aggregate Bond ETF via UBS Rollover IRA	Purchase	Self	$50K – $100K	annual
2023-05-05	MFS Value Fund - Class I via UBS Brokerage Account	Sale (Partial)	Self	$15K – $50K	annual
2023-05-04	MFS Value Fund - Class I via UBS Rollover IRA	Sale (Partial)	Self	$50K – $100K	annual
2023-03-31	SPDR Select Sector Fund - Utilities via UBS Rollover IRA	Purchase	Self	$1,001 – $15K	annual
2023-02-22	SPDR S&P Dividend ETF via UBS Brokerage Account	Sale (Full)	Self	$15K – $50K	annual
2023-02-22	SPDR S&P 500 via UBS Brokerage Account	Sale (Partial)	Self	$15K – $50K	annual
2023-02-22	SPDR MidCap Trust Series I via UBS Brokerage Account	Sale (Partial)	Self	$15K – $50K	annual
2023-02-22	iShares Russell 1000 Growth ETF via UBS Brokerage Account	Sale (Partial)	Self	$15K – $50K	annual
2023-02-21	Delaware Small Cap Core Fund Institutional via UBS Brokerage Account	Sale (Partial)	Self	$15K – $50K	annual
2023-02-16	SPDR Portfolio Aggregate Bond ETF via UBS Brokerage Account	Sale (Partial)	Self	$100K – $250K	annual
2023-02-16	iShares National Muni Bond ETF via UBS Brokerage Account	Sale (Full)	Self	$250K – $500K	annual
2023-02-16	iShares iBonds Dec 2024 Term Treasury ETF via UBS Brokerage Account	Purchase	Self	$15K – $50K	annual
2023-02-15	Vanguard High-Yield Tax-Exempt Fund Admiral Shares via UBS Brokerage Account	Purchase	Self	$100K – $250K	annual
2023-02-15	The Hartford Strategic Income Fund Cl I via UBS Brokerage Account	Purchase	Self	$50K – $100K	annual
2023-02-15	Performance Trust Total Return Bond Fund-Institutional Class via UBS Brokerage Account	Purchase	Self	$50K – $100K	annual
2023-02-15	American Fds, The Tax-Exempt Bond Fund of America, Class F-2 Shs via UBS Brokerage Account	Purchase	Self	$100K – $250K	annual
2023-01-31	JP Morgan Chase Bank ML-CD Efficiente Plus 5 via UBS Rollover IRA	Sale (Full)	Self	$50K – $100K	annual
2023-01-25	Vanguard Financials ETF via UBS Brokerage Account	Sale (Full)	Self	$1,001 – $15K	annual
2023-01-25	Vanguard Energy ETF via UBS Brokerage Account	Purchase	Self	$1,001 – $15K	annual
2023-01-25	SPDR Select Sector Fund - Utilities via UBS Brokerage Account	Purchase	Self	$1,001 – $15K	annual
2023-01-25	First Eagle Overseas Fund Class I via UBS Brokerage Account	Sale (Partial)	Self	$1,001 – $15K	annual
2023-01-25	Dimensional Emerging Core Equity Market ETF via UBS Brokerage Account	Sale (Full)	Self	$50K – $100K	annual
2023-01-24	DFA Emerging Markets Core Equity Portfolio via UBS Brokerage Account	Purchase	Self	$50K – $100K	annual
2023-01-23	Vanguard FTSEEuropean ETF via UBS Rollover IRA	Sale (Partial)	Self	$1,001 – $15K	annual
2023-01-23	Vanguard Financials ETF via UBS Rollover IRA	Sale (Full)	Self	$15K – $50K	annual
2023-01-23	Vanguard Energy ETF via UBS Rollover IRA	Purchase	Self	$1,001 – $15K	annual
2023-01-23	SPDR Select Sector Fund - Utilities via UBS Rollover IRA	Purchase	Self	$15K – $50K	annual
2023-01-23	SPDR Select Sector Fund - Health Care via UBS Rollover IRA	Purchase	Self	$1,001 – $15K	annual
2023-01-23	SPDR S&P 500 via UBS Rollover IRA	Purchase	Self	$1,001 – $15K	annual
2023-01-23	iShares Russell 1000 Growth ETF via UBS Rollover IRA	Purchase	Self	$1,001 – $15K	annual

What their office spends

What Wenstrup'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): $609,314 over the last 4 quarters, 89% 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 '26	$0	$0	$0	$0	$500	$500
Q3 '25	$0	$0	$100	$0	$0	$100
Q1 '25	$22,289	$6,257	$2,503	$50	$60	$31,158
Q4 '24	$520,846	$16,916	$16,080	$2,012	$21,702	$577,555
Q3 '24	$388,503	$26,289	$17,844	$196	$9,258	$442,089
Q2 '24	$385,592	$27,146	$18,841	$432	$4,999	$437,010
Q1 '24	$370,330	$11,965	$26,451	$2,597	$51,897	$463,240
Q4 '23	$484,117	$19,260	$15,414	$13,292	$13,302	$545,385
Q3 '23	$307,008	$23,213	$38,333	$16,647	$19,939	$405,139
Q2 '23	$305,802	$24,047	$34,106	$4,363	$14,562	$382,880
Q1 '23	$306,219	$14,499	$69,767	$82,899	$127,424	$600,808
Q4 '22	$337,196	$10,186	$22,753	$46,466	$4,411	$421,013
Q3 '22	$258,560	$15,016	$17,382	$3,979	$17,035	$311,972
Q2 '22	$352,630	$16,941	$16,077	$844	$36,994	$423,486
Q1 '22	$247,772	$4,840	$22,981	$51,915	$43,455	$370,963
Q4 '21	$285,404	$16,247	$24,114	-$9	$24,953	$350,710
Q2 '21	$244,351	$9,169	$29,190	$51	$20,825	$303,586
Q1 '21	$229,902	$5,109	$18,046	$108,425	$75,982	$437,465

Private funds

6private 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

AB Flexfee US Thematic Advisor Fund

2 trades

$183K

MFS Value Fund

8 trades

$180K

First Eagle Overseas Fund

3 trades

$24K

Guggenheim Total Return Bond Fund

3 trades

$24K

Performance Trust Strategic Fund

3 trades

$24K

Hartford Strategic Income Fund

1 trades

$8,000

All 6, 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	They bought	Traded
AB Flexfee US Thematic Advisor Fund	2022-01-03	$101K – $265K
MFS Value Fund	2022-03-25	$85K – $275K
First Eagle Overseas Fund	2022-01-20	$3,003 – $45K
Guggenheim Total Return Bond Fund	2022-01-20	$3,003 – $45K
Performance Trust Strategic Fund	2022-01-20	$3,003 – $45K
Hartford Strategic Income Fund	2022-01-20	$1,001 – $15K

Financial disclosures

7 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
Mar 4, 2025	Termination Report for 2025	195
Jan 30, 2025	Extension for 2025	—
Aug 12, 2024	Annual Report for 2023	127
May 8, 2024	Extension for 2023	—
Jun 14, 2023	Annual Report for 2022	113
May 15, 2023	Extension for 2022	—
May 16, 2022	Annual Report for 2021	77