Congressional stock trades · Member
Robert J. Wittman
Representative · VA-1 · Republican
206 published transactions from periodic transaction reports since 2020, shown as filed. Amounts are the ranges on the form. Each row links to its filing. Holdings from 10 annual reports are below.
Current committees: House Committee on Armed Services; House Committee on Natural Resources; House Select Committee on the Strategic Competition Between the United States and the Chinese Communist Party.
| Disclosed | Traded | Days | Owner | Asset | Type | Amount range (as filed) | Source |
|---|---|---|---|---|---|---|---|
| 2026-07-10 | 2026-06-30 | 10 | Member | CCICrown Castle Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-19 | 2023-09-28 | 21 | Member | ABBVAbbVie Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-19 | 2023-09-28 | 21 | Member | HIGHartford Financial Services Group, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-19 | 2023-09-28 | 21 | Member | MSFTMicrosoft Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-19 | 2023-09-28 | 21 | Member | AMZNAmazon.com, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-19 | 2023-09-28 | 21 | Member | WMTWalmart Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-19 | 2023-09-28 | 21 | Member | GOOGAlphabet Inc. - Class C Capital Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-19 | 2023-09-28 | 21 | Member | JPMJP Morgan Chase & Co. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-19 | 2023-09-28 | 21 | Member | AAPLApple Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-19 | 2023-09-28 | 21 | Member | PLDProLogis, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-19 | 2023-09-28 | 21 | Member | EOGEOG Resources, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-19 | 2023-09-28 | 21 | Member | CATCaterpillar, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-19 | 2023-09-28 | 21 | Member | KMIKinder Morgan, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-19 | 2023-09-28 | 21 | Member | UNHUnitedHealth Group Incorporated Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-19 | 2023-09-15 | 34 | Member | IFFInternational Flavors & Fragrances, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-19 | 2023-09-15 | 34 | Member | FISFidelity National Information Services, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-19 | 2023-09-07 | 42 | Member | AMTAmerican Tower Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-09-30 | 2023-08-17 | 44 | Member | PSXPhillips 66 | Sale | $1,001 - $15,000 | Clerk → |
| 2023-09-30 | 2023-07-31 | 61 ·>45 | Member | PGProcter & Gamble Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-09-30 | 2023-07-31 | 61 ·>45 | Member | KMBKimberly-Clark Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-09-30 | 2023-07-27 | 65 ·>45 | Member | UNPUnion Pacific Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-09-30 | 2023-07-21 | 71 ·>45 | Member | DGDollar General Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-09-30 | 2023-07-21 | 71 ·>45 | Member | ZTSZoetis Inc. Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-09-30 | 2023-06-13 | 109 ·>45 | Member | AVGOBroadcom Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-09-30 | 2023-06-13 | 109 ·>45 | Member | CBChubb Limited | Sale | $1,001 - $15,000 | Clerk → |
| 2023-09-30 | 2023-06-13 | 109 ·>45 | Member | SPGIS&P Global Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-09-30 | 2023-04-21 | 162 ·>45 | Member | ACNAccenture plc Class A Ordinary Shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2022-12-07 | 249 ·>45 | Member | MAMastercard Incorporated | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2022-10-08 | 309 ·>45 | Member | ACNAccenture plc Class A Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2022-07-15 | 394 ·>45 | Member | TJXTJX Companies, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-08-13 | 2022-02-27 | 532 ·>45 | Member | PDMPiedmont Office Realty Trust, Inc. Class A | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-06-09 | 2023-05-30 | 10 | Member | JPMJP Morgan Chase & Co. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-05-07 | 2023-04-20 | 17 | Member | CSCOCisco Systems, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-05-07 | 2023-04-20 | 17 | Member | XOMExxon Mobil Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-05 | 2023-02-03 | 30 | Member | Ishares MSCI Euro Financial | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-05 | 2023-02-03 | 30 | Member | MSFTMicrosoft Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-03-05 | 2023-02-03 | 30 | Member | Vaneck Morningstar Intl Moat ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-05 | 2023-02-03 | 30 | Member | Global X MSCI Norway ETF | Sale | $1,001 - $15,000 | Clerk → |
| 2023-03-05 | 2023-02-03 | 30 | Member | Ishares US Technology ETF | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-03-05 | 2023-02-03 | 30 | Member | Ishares US Pharmaceuticals ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-05 | 2023-02-03 | 30 | Member | SPDR Bloomberg Short Term HI | Sale | $1,001 - $15,000 | Clerk → |
| 2023-02-15 | 2023-01-20 | 26 | Member | BAXBaxter International Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-02-15 | 2023-01-20 | 26 | Member | Harding Loevner Intl Eqty Inst | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-02-15 | 2023-01-17 | 29 | Member | Vanguard Total Intl Bond ETF | Sale | $15,001 - $50,000 | Clerk → |
| 2023-02-15 | 2023-01-17 | 29 | Member | Metropolitan West Tot Ret Bd I | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-02-15 | 2023-01-17 | 29 | Member | AB Global Bond Adv | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-02-15 | 2023-01-17 | 29 | Member | Vanguard Total Bond Market | Sale | $15,001 - $50,000 | Clerk → |
| 2023-02-15 | 2023-01-04 | 42 | Member | Harding Loevner Intl Eqty Inst | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-02-15 | 2023-01-04 | 42 | Member | Ishares Edge MSCI Min Vol USA | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-02-15 | 2023-01-04 | 42 | Member | Virtus Vontobel Foreign Opp | Sale | $15,001 - $50,000 | Clerk → |
| 2023-02-15 | 2023-01-03 | 43 | Member | ELVElevance Health, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-01-05 | 2022-12-21 | 15 | Member | MCDMcDonald's Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-01-05 | 2022-12-21 | 15 | Member | Vanguard Total Inl Bond ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-01-05 | 2022-12-21 | 15 | Member | Vanguard Total Bond Market ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-01-05 | 2022-12-21 | 15 | Member | DGDollar General Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-01-05 | 2022-12-14 | 22 | Member | Metropolitan West Tot Ret Bd I | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-01-05 | 2022-12-14 | 22 | Member | AB Global Bond Adv | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-01-05 | 2022-12-14 | 22 | Member | Vanguard Total Bond Market ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-01-05 | 2022-12-14 | 22 | Member | Vanguard Total Intl Bond ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-01-05 | 2022-12-07 | 29 | Member | CMCSAComcast Corporation - Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-12-08 | 2022-11-18 | 20 | Member | MSIF Growth I | Sale | $1,001 - $15,000 | Clerk → |
| 2022-12-08 | 2022-11-18 | 20 | Member | AMZNAmazon.com, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-12-08 | 2022-11-17 | 21 | Member | Invesco KBW Bank ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-12-08 | 2022-11-17 | 21 | Member | Invesco QQQ Trust Series 1 | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-12-08 | 2022-11-17 | 21 | Member | iShares 10+ Year Investment | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-12-08 | 2022-11-17 | 21 | Member | Franklin FTSE Japan ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-12-08 | 2022-11-17 | 21 | Member | iShares Core S&P Small Cap E | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-12-08 | 2022-11-17 | 21 | Member | ISHA Curr Hedged MSCI EAFE | Sale | $1,001 - $15,000 | Clerk → |
| 2022-12-08 | 2022-11-17 | 21 | Member | iShares MSCI EAFE Val ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-12-08 | 2022-11-17 | 21 | Member | Ishares 20+yr Treasu Bond ETF | Sale | $1,001 - $15,000 | Clerk → |
| 2022-12-08 | 2022-11-17 | 21 | Member | AAPLApple Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-12-08 | 2022-11-11 | 27 | Member | Ishares US Technology ETF | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-10-05 | 2022-09-27 | 8 | Member | Energy Sel Sect SPDR FD | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-10-05 | 2022-09-27 | 8 | Member | Franklin FTSE UK ETF | Sale | $1,001 - $15,000 | Clerk → |
| 2022-10-05 | 2022-09-27 | 8 | Member | Ishares US Technology ETF | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-10-05 | 2022-09-27 | 8 | Member | Westrock Company | Sale | $1,001 - $15,000 | Clerk → |
| 2022-10-05 | 2022-09-27 | 8 | Member | Ishares 0-5 HY Corp | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-10-05 | 2022-09-27 | 8 | Member | Ishares Core MSCI EAFE ETF | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-10-05 | 2022-09-27 | 8 | Member | JPM Nasdaq Equity Premium | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-10-05 | 2022-09-15 | 20 | Member | IFFInternational Flavors & Fragrances, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-10-05 | 2022-09-15 | 20 | Member | SPDR S&P 500 ETF Trust | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-10-05 | 2022-09-15 | 20 | Member | MAMastercard Incorporated | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-10-05 | 2022-09-15 | 20 | Member | CMCSAComcast Corporation - Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2022-10-05 | 2021-09-27 | 373 ·>45 | Member | Global X US INF DEV ETF | Sale | $1,001 - $15,000 | Clerk → |
| 2022-09-10 | 2022-08-30 | 11 | Member | Virtus Vontobel Foreign Opp | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-09-10 | 2022-08-16 | 25 | Member | Goldman Activebeta US LC ETF | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-09-10 | 2022-08-16 | 25 | Member | iShares US Technology ETF | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-09-10 | 2022-08-10 | 31 | Member | iShares US Technology ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-09-10 | 2022-08-10 | 31 | Member | GOOGAlphabet Inc. - Class C Capital Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-09-10 | 2022-08-10 | 31 | Member | AMZNAmazon.com, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-09-10 | 2022-08-10 | 31 | Member | MSFTMicrosoft Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-09-10 | 2022-08-10 | 31 | Member | SPDR Blackstone Senior Loan | Sale | $1,001 - $15,000 | Clerk → |
| 2022-08-10 | 2022-07-15 | 26 | Member | BAXBaxter International Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-08-10 | 2022-07-15 | 26 | Member | ABTAbbott Laboratories | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-08-10 | 2022-07-15 | 26 | Member | WMTWalmart Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-07-08 | 2022-06-16 | 22 | Member | ABBVAbbVie Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-07-08 | 2022-06-16 | 22 | Member | BAXBaxter International Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-07-08 | 2022-06-16 | 22 | Member | iShares 10-20 Year Treasury Bond ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-07-08 | 2022-06-16 | 22 | Member | iShares 0-5 Year High Yield Corporate Bond ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-07-08 | 2022-06-16 | 22 | Member | iShares Core S&P 500 ETF | Sale | $1,001 - $15,000 | Clerk → |
| 2022-07-08 | 2022-06-16 | 22 | Member | iShares Russell 1000 ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-07-08 | 2022-06-16 | 22 | Member | ABTAbbott Laboratories | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-07-08 | 2022-06-16 | 22 | Member | SPYSPDR S&P 500 | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-07-08 | 2022-06-16 | 22 | Member | TJXTJX Companies, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-07-08 | 2022-06-16 | 22 | Member | Global X Funds Global X U.S. Infrastructure Development ETF | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-07-08 | 2022-06-16 | 22 | Member | WMTWalmart Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-07-08 | 2022-06-16 | 22 | Member | First Trust TCW Opportunistic Fixed Income ETF | Sale | $1,001 - $15,000 | Clerk → |
| 2022-07-08 | 2022-06-16 | 22 | Member | GEGeneral Electric Company | Sale | $1,001 - $15,000 | Clerk → |
| 2022-07-08 | 2022-06-16 | 22 | Member | AMZNAmazon.com, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-07-08 | 2022-06-16 | 22 | Member | WMTWalmart Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-06-04 | 2022-05-10 | 25 | Member | Ishares Core MSCI Europe | Sale | $1,001 - $15,000 | Clerk → |
| 2022-06-04 | 2022-05-10 | 25 | Member | ISHA Curr Hedged MSCI EAFE | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-06-04 | 2022-05-10 | 25 | Member | Ishares MSCI EAFE Grwth EF | Sale | $1,001 - $15,000 | Clerk → |
| 2022-06-04 | 2022-05-10 | 25 | Member | JPMorgan Equity Premium Inco | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-06-04 | 2022-05-10 | 25 | Member | Ishares Core MSCI EAFE ETF | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-06-04 | 2022-05-10 | 25 | Member | Ishares 0-5 HY Corp | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-06-04 | 2022-05-10 | 25 | Member | SBUXStarbucks Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2022-06-04 | 2022-05-10 | 25 | Member | JPMorgan Betabuilders Canada | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-06-04 | 2022-05-10 | 25 | Joint | Duke Realty Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-06-04 | 2022-05-10 | 25 | Member | SPDR Blackstone Senior Loan | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-06-04 | 2022-05-10 | 25 | Member | Vanguard Total Bond Market | Sale | $1,001 - $15,000 | Clerk → |
| 2022-05-13 | 2022-04-26 | 17 | Member | Putnam Ultra Sht Dur Inc A | Sale | $1,001 - $15,000 | Clerk → |
| 2022-05-13 | 2022-04-19 | 24 | Member | ABTAbbott Laboratories | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-05-13 | 2022-04-19 | 24 | Member | Ishares Russell 1000 ETF | Sale | $1,001 - $15,000 | Clerk → |
| 2022-05-13 | 2022-04-19 | 24 | Member | SPDR S&P 500 ETF Trust | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-05-13 | 2022-04-19 | 24 | Member | TJXTJX Companies, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-04-09 | 2022-03-29 | 11 | Member | GEGeneral Electric Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-04-09 | 2022-03-29 | 11 | Member | RIORio Tinto Plc | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-04-09 | 2022-03-29 | 11 | Member | CATCaterpillar, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-04-09 | 2022-03-29 | 11 | Member | HIGHartford Financial Services Group, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-04-09 | 2022-03-29 | 11 | Member | iShares 20+ Year Treasury Bond ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-04-09 | 2022-03-15 | 25 | Member | ABTAbbott Laboratories | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-04-09 | 2022-03-15 | 25 | Member | SPYSPDR S&P 500 | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-04-09 | 2022-03-15 | 25 | Member | iShares Russell 1000 ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-04-09 | 2022-03-15 | 25 | Member | TJXTJX Companies, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-04-09 | 2022-03-08 | 32 | Member | Vanguard Total Bond Index Fund | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-04-09 | 2022-03-08 | 32 | Member | iShares 0-5 Year High Yield Corporate Bond ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-04-09 | 2022-03-08 | 32 | Member | Vanguard Intermediate Term Cor | Sale | $1,001 - $15,000 | Clerk → |
| 2022-04-09 | 2022-03-08 | 32 | Member | Kinder Morgan, Inc. Warrants Expiring 2017 | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-03-09 | 2022-02-28 | 9 | Member | MAMastercard Incorporated | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-03-09 | 2022-02-28 | 9 | Member | MRKMerck & Company, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2022-02-13 | 2022-01-28 | 16 | Member | Invesco S&P 500 High beta ETF | Sale | $1,001 - $15,000 | Clerk → |
| 2022-02-13 | 2022-01-28 | 16 | Member | AAPLApple Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-02-13 | 2022-01-28 | 16 | Member | IShares MSCI EAFE growth ETF | Sale | $1,001 - $15,000 | Clerk → |
| 2022-02-13 | 2022-01-28 | 16 | Member | SPDR Select Sector Fund - Energy Select Sector | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-02-13 | 2022-01-28 | 16 | Member | IShares Core MSCI Europe ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-02-13 | 2022-01-28 | 16 | Member | METAMeta Platforms, Inc. - Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-02-13 | 2022-01-28 | 16 | Member | Franklin FTSE united Kingdom ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-02-13 | 2022-01-14 | 30 | Member | LMTLockheed Martin Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2022-02-13 | 2022-01-14 | 30 | Member | SPYSPDR S&P 500 | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-02-13 | 2022-01-14 | 30 | Member | HONHoneywell International Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2022-02-13 | 2022-01-05 | 39 | Member | SPYSPDR S&P 500 | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-01-09 | 2021-12-16 | 24 | Member | NOCNorthrop grumman Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2022-01-09 | 2021-12-16 | 24 | Member | Westrock Company Common Stock Ex-distribution When Issued | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-01-09 | 2021-12-16 | 24 | Member | SBUXStarbucks Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-01-09 | 2021-12-16 | 24 | Member | EOGEOG Resources, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-01-09 | 2021-12-16 | 24 | Member | TGTTarget Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2022-01-09 | 2021-12-16 | 24 | Member | BSXBoston Scientific Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2022-01-09 | 2021-12-16 | 24 | Member | TAT&T Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-01-09 | 2021-12-14 | 26 | Member | WMTWalmart Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-01-09 | 2021-12-14 | 26 | Member | NEENextEra Energy, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-01-09 | 2021-12-14 | 26 | Member | CMECME group Inc. - Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2022-01-09 | 2021-12-09 | 31 | Member | TAT&T Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-10-18 | 2021-09-30 | 18 | Member | CyrusOne Inc | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-18 | 2021-09-13 | 35 | Member | TJXTJX Companies, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-18 | 2021-09-13 | 35 | Member | JNJJohnson & Johnson | Sale | $1,001 - $15,000 | Clerk → |
| 2021-10-18 | 2021-09-10 | 38 | Member | JNJJohnson & Johnson | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-10-18 | 2021-09-01 | 47 ·>45 | Spouse | RGLDRoyal gold, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2021-08-26 | 28 | Member | CSCOCisco Systems, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-06-08 | 2021-05-14 | 25 | Member | DGDollar general Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2021-06-08 | 2021-05-14 | 25 | Member | UPSUnited Parcel Service, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-05-12 | 2021-04-22 | 20 | Member | AVGOBroadcom Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-12 | 2021-03-31 | 12 | Member | LOWLowe's Companies, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-04-12 | 2021-03-31 | 12 | Member | GEGeneral Electric Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-03-17 | 2021-02-18 | 27 | Member | PGRProgressive Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2021-02-22 | 2021-01-13 | 40 | Member | VVisa Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-02-22 | 2021-01-13 | 40 | Member | CATCaterpillar, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-26 | 2020-07-02 | 208 ·>45 | Member | VVisa Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-26 | 2020-07-02 | 208 ·>45 | Member | RGLDRoyal gold, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-26 | 2020-07-02 | 208 ·>45 | Member | KMBKimberly-Clark Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-26 | 2020-07-02 | 208 ·>45 | Member | DUKDuke Energy Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2021-01-26 | 2020-07-02 | 208 ·>45 | Member | CCICrown Castle International Corp. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-26 | 2020-07-02 | 208 ·>45 | Member | HDHome depot, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-26 | 2020-07-02 | 208 ·>45 | Member | CVSCVS Health Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2021-01-26 | 2020-07-02 | 208 ·>45 | Member | COSTCostco Wholesale Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-19 | 2020-12-31 | 19 | Member | CVSCVS Health Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2021-01-19 | 2020-12-31 | 19 | Member | People's United Financial, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2020-12-15 | 2020-11-20 | 25 | Member | DISWalt Disney Company | Sale | $1,001 - $15,000 | Clerk → |
| 2020-11-19 | 2020-10-16 | 34 | Member | SCHWCharles Schwab Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-11-19 | 2020-10-16 | 34 | Member | AXPAmerican Express Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-11-19 | 2020-10-16 | 34 | Member | IFFInternationa Flavors & Fragrances, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-11-19 | 2020-10-16 | 34 | Member | ELVAnthem, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-11-19 | 2020-10-02 | 48 ·>45 | Member | MSFTMicrosoft Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-11-19 | 2020-10-02 | 48 ·>45 | Member | BSXBoston Scientific Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-11-19 | 2020-10-02 | 48 ·>45 | Member | PGRProgressive Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-07-07 | 2020-06-22 | 15 | Member | PNCPNC Financial Services group, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-07-07 | 2020-06-22 | 15 | Member | MSIMotorola Solutions, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-06-08 | 2020-05-22 | 17 | Member | BDXBecton, Dickinson and Company | Sale | $1,001 - $15,000 | Clerk → |
| 2020-06-08 | 2020-05-21 | 18 | Member | XOMExxon Mobil Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-06-08 | 2020-05-21 | 18 | Member | LOWLowe's Companies, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2025 report.
98 assets with a value on the report filed 2026-08-12, 52 of them shares or options of a listed company. Values are the ranges on the form. Assets are held by the member, a spouse or a dependent child, as reported. Open the report.
| Asset | Type | Owner | Value (as filed) |
|---|---|---|---|
| Blue Ridge Bank Accounts | Other | Member | $15,001 - $50,000 |
| BRBSBlue Ridge Bankshares, Inc. Common Stock | Stock | Member | $1,001 - $15,000 |
| C&F Bank Accounts | Other | Joint | $1,001 - $15,000 |
| CFFIC&F Financial Corporation - Common Stock | Stock | Spouse | $15,001 - $50,000 |
| National Western Life Annuity | Other | Spouse | $1,001 - $15,000 |
| Rental House - Nags Head, NC | Other | Joint | $1,000,001 - $5,000,000 |
| Rental Property- Montross, VA | Other | Joint | $100,001 - $250,000 |
| Target Date 2025 Portfolio | Other | Member | $1,001 - $15,000 |
| US Stock Fund | Other | Member | $15,001 - $50,000 |
| Target Date 2025 Portfolio | Other | Member | $1,001 - $15,000 |
| US Stock Fund | Other | Member | $100,001 - $250,000 |
| AXA/Legg Mason Strat Alloc GB | Other | Spouse | $100,001 - $250,000 |
| ABTAbbott Laboratories Common Stock | Stock | Member | $1,001 - $15,000 |
| ABBVAbbVie Inc. Common Stock | Stock | Member | $1,001 - $15,000 |
| ACNAccenture plc Class A Ordinary Shares | Stock | Member | $1,001 - $15,000 |
| AMZNAmazon.com, Inc. - Common Stock | Stock | Member | $15,001 - $50,000 |
| AXPAmerican Express Company Common Stock | Stock | Member | $1,001 - $15,000 |
| AMTAmerican Tower Corporation | Stock | Member | $1,001 - $15,000 |
| AAPLApple Inc. - Common Stock | Stock | Member | $50,001 - $100,000 |
| AVGOBroadcom Inc. - Common Stock | Stock | Member | $1,001 - $15,000 |
| CASH | Other | Member | $1,001 - $15,000 |
| SCHWCharles Schwab Corporation | Stock | Member | $1,001 - $15,000 |
| CVXChevron Corporation Common Stock | Stock | Member | $1,001 - $15,000 |
| CMCSAComcast Corporation - Class A Common Stock | Stock | Member | $1,001 - $15,000 |
| COSTCostco Wholesale Corporation - Common Stock | Stock | Member | $15,001 - $50,000 |
| CCICrown Castle Inc. Common Stock | Stock | Member | $1,001 - $15,000 |
| DDominion Energy, Inc. Common Stock | Stock | Member | $1,001 - $15,000 |
| ELVElevance Health, Inc. Common Stock | Stock | Member | $15,001 - $50,000 |
| XOMExxonMobil Holdings Corporation Common Stock | Stock | Member | $1,001 - $15,000 |
| First Eagle Global Fund Class I | Fund | Member | $15,001 - $50,000 |
| First Trust Amex Biotech Index Fund | Fund | Member | $15,001 - $50,000 |
| First Trust Preferred Securities and Income Fund Class I | Fund | Member | $15,001 - $50,000 |
| Harding Loevner Fund, Inc. International Eq Pt | Fund | Member | $15,001 - $50,000 |
| HDHome Depot, Inc. | Stock | Member | $1,001 - $15,000 |
| iShares MSCI USA Min Vol Factor ETF | Fund | Member | $15,001 - $50,000 |
| ITTITT Inc. Common Stock | Stock | Member | $1,001 - $15,000 |
| JPMJP Morgan Chase & Co. Common Stock | Stock | Member | $1,001 - $15,000 |
| LINLinde plc - Ordinary Shares | Stock | Member | $1,001 - $15,000 |
| Lord Abbett Inv Tr. Short Duration Income Fd Cl I | Fund | Member | $15,001 - $50,000 |
| LOWLowe's Companies, Inc. Common Stock | Stock | Member | $1,001 - $15,000 |
| MARMarriott International - Class A Common Stock | Stock | Member | $15,001 - $50,000 |
| MRSHMarsh & McLennan Companies, Inc. Common Stock | Stock | Member | $1,001 - $15,000 |
| MAMastercard Incorporated Common Stock | Stock | Member | $1,001 - $15,000 |
| MCDMcDonald's Corporation Common Stock | Stock | Member | $1,001 - $15,000 |
| MSFTMicrosoft Corporation - Common Stock | Stock | Member | $15,001 - $50,000 |
| MDLZMondelez International, Inc. - Class A Common Stock | Stock | Member | $1,001 - $15,000 |
| MSIMotorola Solutions, Inc. Common Stock | Stock | Member | $1,001 - $15,000 |
| Nationwide Geneva Small Cap Growth Fund Institutional Service Class | Fund | Member | $15,001 - $50,000 |
| Neuberger Berman Intrinsic Value Insti | Fund | Member | $15,001 - $50,000 |
| NEENextEra Energy, Inc. Common Stock | Stock | Member | $1,001 - $15,000 |
| NYLI MacKay High Yield Muni Bond Fund Class I | Fund | Member | $15,001 - $50,000 |
| PKGPackaging Corporation of America Common Stock | Stock | Member | $1,001 - $15,000 |
| PEPPepsico, Inc. | Stock | Member | $1,001 - $15,000 |
| PDMPiedmont Realty Trust, Inc. Class A Common Stock | Stock | Member | $1,001 - $15,000 |
| Principal Fds, Inc. MidCap Fd Institutional Cl | Fund | Member | $15,001 - $50,000 |
| PGProcter & Gamble Company | Stock | Member | $1,001 - $15,000 |
| PLDPrologis, Inc. Common Stock | Stock | Member | $1,001 - $15,000 |
| RGLDRoyal Gold, Inc. - Common Stock | Stock | Member | $15,001 - $50,000 |
| SPGIS&P Global Inc. Common Stock | Stock | Member | $1,001 - $15,000 |
| Schwab US Dividend Equity ETF | Fund | Member | $15,001 - $50,000 |
| SPYState Street SPDR S&P 500 ETF Trust | Fund | Member | $15,001 - $50,000 |
| TXNTexas Instruments Incorporated - Common Stock | Stock | Member | $1,001 - $15,000 |
| HIGThe Hartford Insurance Group, Inc. Common Stock | Stock | Member | $15,001 - $50,000 |
| TJXTJX Companies, Inc. | Stock | Member | $1,001 - $15,000 |
| TTTrane Technologies plc | Stock | Member | $1,001 - $15,000 |
| UNPUnion Pacific Corporation Common Stock | Stock | Member | $1,001 - $15,000 |
| UNHUnitedHealth Group Incorporated Common Stock | Stock | Member | $1,001 - $15,000 |
| VZVerizon Communications Inc. Common Stock | Stock | Member | $1,001 - $15,000 |
| VVisa Inc. | Stock | Member | $15,001 - $50,000 |
| WMTWalmart Inc. Common Stock | Stock | Member | $1,001 - $15,000 |
| WECWEC Energy Group, Inc. Common Stock | Stock | Member | $1,001 - $15,000 |
| XYLXylem Inc. Common Stock New | Stock | Member | $15,001 - $50,000 |
| ZTSZoetis Inc. Class A Common Stock | Stock | Member | $1,001 - $15,000 |
| AAPLApple Inc. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| CASH | Other | Member | $1,001 - $15,000 |
| First Trust Rising Dividend Achievers ETF | Fund | Spouse | $1,001 - $15,000 |
| iShares Biotechnology ETF | Fund | Member | $1,001 - $15,000 |
| iShares Expanded Tech Sector ETF | Fund | Member | $1,001 - $15,000 |
| Janus Henderson Global Life Sciences Fund - I Shares | Fund | Spouse | $1,001 - $15,000 |
| Lord Abbett Inv Tr. Short Duration Income Fd Cl I | Fund | Member | $15,001 - $50,000 |
| MSFTMicrosoft Corporation - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| PGIM Jennison Global Opportunities Fund Class Z | Fund | Spouse | $1,001 - $15,000 |
| PGIM Ultra Short Bond ETF | Fund | Spouse | $1,001 - $15,000 |
| PIMCO Income Fund Class I-2 | Fund | Member | $15,001 - $50,000 |
| PIMCO Income Fund Class I-2 | Fund | Spouse | $1,001 - $15,000 |
| Principal Fds, Inc. MidCap Fd Institutional Cl | Fund | Spouse | $1,001 - $15,000 |
| State Street Communication Services Select Sector SPDR ETF | Fund | Member | $15,001 - $50,000 |
| State Street Consumer Discretionary Select Sector SPDR ETF | Fund | Member | $1,001 - $15,000 |
| State Street Consumer Staples Select Sector SPDR ETF | Fund | Member | $15,001 - $50,000 |
| State Street Financial Select Sector SPDR ETF | Fund | Member | $15,001 - $50,000 |
| State Street Health Care Select Sector SPDR ETF | Fund | Member | $15,001 - $50,000 |
| State Street Technology Select Sector SPDR ETF | Fund | Member | $15,001 - $50,000 |
| State Street Utilities Select Sector SPDR ETF | Fund | Member | $1,001 - $15,000 |
| T. Rowe Price Blue Chip Growth Fund, Inc. | Fund | Spouse | $1,001 - $15,000 |
| Vanguard S&P 500 ETF | Fund | Spouse | $1,001 - $15,000 |
| Vanguard Small-Cap ETF | Fund | Spouse | $1,001 - $15,000 |
| WisdomTree International Hedged Quality Dividend Growth Fund | Fund | Spouse | $1,001 - $15,000 |
| Invesco S&P 500 Equal Weight Technology ETF | Fund | Spouse | $1,001 - $15,000 |
How reports are read: holdings methodology.