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Research & education only — not financial advice.TENK is not a registered investment adviser; calls are impersonal, generated from SEC filings and a delayed/third-party price feed, and may be wrong or out of date. The operator and an affiliated trading operation may hold or trade the securities TENK rates — see Disclosures. Do your own research.

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TTENK/calls
The BriefMarketsAll StocksNewsScreenerCommunity
TTENK/calls
The BriefMarketsAll StocksNewsScreenerCommunity
TTENK/calls
The BriefMarketsAll StocksNewsScreenerCommunity
← All congress trades
← Congress trades
RW

Robert J. Wittman

U.S. House·VA·last disclosed 2023-10-19
Disclosed book · year-end value
$5.48M
midpoint est. · $2.10M–$8.86M — not market value
94 holdings · $1.16M equity · $4.33M non-equity
Our verdict on their book · $-weighted, equity only
Buy15.3%Hold37.1%Sell0.7%Not covered46.9%

15% of Robert J. Wittman's disclosed equity book sits in stocks we independently rate Buy — biggest equity positions AAPL & LLDYX. Their most recent disclosure: sold ABBV, filed 21d after the trade.

Disclosed trades
215
Buys · Sells
112 · 97
Median reporting lag
25d
avg 40d to disclose
Last disclosed
2023-10-19
Trade cadence · buys above, sells below · last 12 mo
Sep
Oct
Nov
Dec
Jan ’23
Feb
Apr
May
Jun
Jul
Aug
Sep

What Robert J. Wittman owns now

Year-end holdings from their latest annual disclosure · 94 holdings · as of 2023

2
200 Rental House - Nags Head, NCnon-equity
$1.00M–$5.00M55%
U
US Stock Fundnon-equity
$115K–$300K4%
N
Nags Head, NC, US Rental Property - Montross VAnon-equity
$100K–$250K3%
1
1,000 Virginia Retirement Systemnon-equity
$100K–$250K3%
5
50,000 Virginia Retirement Systemnon-equity
$100K–$250K3%
A
AXA/Legg Mason Strat Alloc GBnon-equity
$100K–$250K3%
E
Equitable Financial Retirement Cornerstone 17 Serinon-equity
$100K–$250K3%
AA
AAPL
$51.0K–$115K2%
Hold
▸Show all 94 holdings
LL
LLDYX
$30.0K–$100K1%
No call
PO
PONPX
$16.0K–$65.0K1%
No call
AM
AMZN
$15.0K–$50.0K1%
FV $280.00 · Jun '26Buy
1
1,000 Blue Ridge Bank Money Market Accountnon-equity
$15.0K–$50.0K1%
CF
CFFI
$15.0K–$50.0K1%
FV $95.00 · Jul '26Buy
CO
COST
$15.0K–$50.0K1%
FV $900.00 · Jun '26Hold
EL
ELV
$15.0K–$50.0K1%
FV $395.00 · Jun '26Hold
SG
SGIIX
$15.0K–$50.0K1%
No call
FP
FPEIX
$15.0K–$50.0K1%
No call
HL
HLMIX
$15.0K–$50.0K1%
No call
1
1,000 iShares MSCI USA Min Vol Factor ETFnon-equity
$15.0K–$50.0K1%
MM
MMHIX
$15.0K–$50.0K1%
No call
MS
MSFT
$15.0K–$50.0K1%
FV $430.00 · Jun '26Buy
T
This is a 403b TSA Nationwide Geneva Small Cap Growth Fundnon-equity
$15.0K–$50.0K1%
N
None Neuberger Berman Intrinsic Value Fundnon-equity
$15.0K–$50.0K1%
1
1,000 Principal MidCap Fundnon-equity
$15.0K–$50.0K1%
SC
SCHD
$15.0K–$50.0K1%
No call
1
1,000 SPDR S&P 500 ETF Trustnon-equity
$15.0K–$50.0K1%
XY
XYL
$15.0K–$50.0K1%
FV $120.00 · Jun '26Hold
XL
XLY
$15.0K–$50.0K1%
No call
XL
XLF
$15.0K–$50.0K1%
No call
XL
XLV
$15.0K–$50.0K1%
No call
XL
XLK
$15.0K–$50.0K1%
No call
XL
XLC
$15.0K–$50.0K1%
No call
AB
ABT
$1.00K–$15.0K0%
FV $100.00 · Jun '26Buy
AB
ABBV
$1.00K–$15.0K0%
Hold
AC
ACN
$1.00K–$15.0K0%
FV $150.00 · Jul '26Buy
AX
AXP
$1.00K–$15.0K0%
FV $390.00 · Jun '26Buy
AM
AMT
$1.00K–$15.0K0%
Hold
BR
BRBS
$1.00K–$15.0K0%
FV $3.75 · Jul '26Hold
AV
AVGO
$1.00K–$15.0K0%
Hold
2
200 C&F Bank Accountsnon-equity
$1.00K–$15.0K0%
SC
SCHW
$1.00K–$15.0K0%
FV $112.00 · Jul '26Buy
CV
CVX
$1.00K–$15.0K0%
Hold
CM
CMCSA
$1.00K–$15.0K0%
FV $33.00 · Jun '26Buy
CC
CCI
$1.00K–$15.0K0%
FV $82.00 · Jun '26Hold
D
D
$1.00K–$15.0K0%
FV $70.00 · Jun '26Hold
XO
XOM
$1.00K–$15.0K0%
FV $125.00 · Jul '26Hold
FB
FBT
$1.00K–$15.0K0%
No call
HI
HIG
$1.00K–$15.0K0%
FV $160.00 · Jun '26Buy
HD
HD
$1.00K–$15.0K0%
FV $310.00 · Jun '26Hold
IT
ITT
$1.00K–$15.0K0%
FV $210.00 · Jun '26Hold
JP
JPM
$1.00K–$15.0K0%
FV $310.00 · Jun '26Hold
LI
LIN
$1.00K–$15.0K0%
FV $500.00 · Jun '26Hold
LO
LOW
$1.00K–$15.0K0%
FV $230.00 · Jun '26Hold
MA
MAR
$1.00K–$15.0K0%
FV $380.00 · Jun '26Hold
2
200 Marsh & McLennan Companies, Inc. (MMC)non-equity
$1.00K–$15.0K0%
MA
MA
$1.00K–$15.0K0%
FV $575.00 · Jun '26Buy
MC
MCD
$1.00K–$15.0K0%
FV $285.00 · Jun '26Hold
MD
MDLZ
$1.00K–$15.0K0%
FV $62.00 · Jun '26Hold
M
Morgan Stanley Cash Accountnon-equity
$1.00K–$15.0K0%
MS
MSI
$1.00K–$15.0K0%
Hold
2
200 National Western Life Annuitynon-equity
$1.00K–$15.0K0%
NE
NEE
$1.00K–$15.0K0%
FV $86.00 · Jun '26Hold
PK
PKG
$1.00K–$15.0K0%
FV $240.00 · Jun '26Hold
PE
PEP
$1.00K–$15.0K0%
FV $140.00 · Jun '26Hold
PD
PDM
$1.00K–$15.0K0%
Hold
PG
PG
$1.00K–$15.0K0%
FV $150.00 · Jun '26Hold
PL
PLD
$1.00K–$15.0K0%
Hold
RG
RGLD
$1.00K–$15.0K0%
Buy
SP
SPGI
$1.00K–$15.0K0%
FV $470.00 · Jul '26Buy
TX
TXN
$1.00K–$15.0K0%
Hold
TJ
TJX
$1.00K–$15.0K0%
FV $170.00 · Jun '26Hold
TT
TT
$1.00K–$15.0K0%
FV $465.00 · Jun '26Hold
UN
UNP
$1.00K–$15.0K0%
FV $260.00 · Jun '26Hold
UN
UNH
$1.00K–$15.0K0%
FV $320.00 · Jun '26Sell
VZ
VZ
$1.00K–$15.0K0%
FV $50.00 · Jun '26Hold
V
V
$1.00K–$15.0K0%
FV $330.00 · Jun '26Hold
WM
WMT
$1.00K–$15.0K0%
FV $105.00 · Jun '26Hold
WE
WEC
$1.00K–$15.0K0%
FV $110.00 · Jun '26Hold
ZT
ZTS
$1.00K–$15.0K0%
FV $96.00 · Jun '26Buy
T
Target Date 2025 Portfolionon-equity
$1.00K–$15.0K0%
RD
RDVY
$1.00K–$15.0K0%
No call
RS
RSPT
$1.00K–$15.0K0%
No call
IG
IGV
$1.00K–$15.0K0%
No call
IA
IAI
$1.00K–$15.0K0%
No call
M
Morgan Stanley Cash Accountsnon-equity
$1.00K–$15.0K0%
NW
NWKDX
$1.00K–$15.0K0%
No call
PR
PRJZX
$1.00K–$15.0K0%
No call
PU
PULS
$1.00K–$15.0K0%
No call
PC
PCBIX
$1.00K–$15.0K0%
No call
XL
XLP
$1.00K–$15.0K0%
No call
TR
TRBCX
$1.00K–$15.0K0%
No call
VO
VOO
$1.00K–$15.0K0%
No call
IH
IHDG
$1.00K–$15.0K0%
No call
IQ
IQDG
$1.00K–$15.0K0%
No call

Reported asset value, disclosed ranges · how we built this

What Robert J. Wittman did

215 disclosed trades

2023-10-19ABBVAbbVie Inc.Sell
$1.00K–$15.0K
21d lagtraded 2023-09-28PTR ↗
2023-10-19GOOGMorgan Stanley INH IRA Alphabet Inc. - Class C Capital StockSell
$1.00K–$15.0K
21d lagtraded 2023-09-28PTR ↗
2023-10-19AMZNMorgan Stanley INH IRA Amazon.com, Inc.Sell
$1.00K–$15.0K
21d lagtraded 2023-09-28PTR ↗
2023-10-19AMTMorgan Stanley INH IRA American Tower CorporationBuy
$1.00K–$15.0K
42d lagtraded 2023-09-07PTR ↗
2023-10-19AAPLNew Apple Inc.Sell
$1.00K–$15.0K
21d lagtraded 2023-09-28PTR ↗
2023-10-19CATMorgan Stanley INH IRA Caterpillar, Inc.Sell
$1.00K–$15.0K
21d lagtraded 2023-09-28PTR ↗
2023-10-19EOGMorgan Stanley INH IRA EOG Resources, Inc.Sell
$1.00K–$15.0K
21d lagtraded 2023-09-28PTR ↗
2023-10-19FISMorgan Stanley INH IRA Fidelity National Information Services, Inc.Sell
$1.00K–$15.0K
34d lagtraded 2023-09-15PTR ↗
2023-10-19HIGNew Hartford Financial Services Group, Inc.Sell
$1.00K–$15.0K
21d lagtraded 2023-09-28PTR ↗
2023-10-19IFFMorgan Stanley INH IRA International Flavors & Fragrances, Inc.Sell
$1.00K–$15.0K
34d lagtraded 2023-09-15PTR ↗
2023-10-19JPMNew JP Morgan Chase & Co.Sell
$1.00K–$15.0K
21d lagtraded 2023-09-28PTR ↗
2023-10-19KMIMorgan Stanley INH IRA Kinder Morgan, Inc.Sell
$1.00K–$15.0K
21d lagtraded 2023-09-28PTR ↗
2023-10-19MSFTMorgan Stanley INH IRA Microsoft CorporationSell
$1.00K–$15.0K
21d lagtraded 2023-09-28PTR ↗
2023-10-19PLDMorgan Stanley INH IRA ProLogis, Inc.Sell
$1.00K–$15.0K
21d lagtraded 2023-09-28PTR ↗
2023-10-19UNHMorgan Stanley INH IRA UnitedHealth Group Incorporated Common StockSell
$1.00K–$15.0K
21d lagtraded 2023-09-28PTR ↗
2023-10-19WMTMorgan Stanley INH IRA Walmart Inc.Sell
$1.00K–$15.0K
21d lagtraded 2023-09-28PTR ↗
2023-09-30ACNAccenture plc Class A Ordinary SharesSell
$1.00K–$15.0K
filed 162d latetraded 2023-04-21PTR ↗
2023-09-30AVGONew Broadcom Inc.Sell
$1.00K–$15.0K
filed 109d latetraded 2023-06-13PTR ↗
2023-09-30CBNew Chubb LimitedSell
$1.00K–$15.0K
filed 109d latetraded 2023-06-13PTR ↗
2023-09-30DGNew Dollar General CorporationSell
$1.00K–$15.0K
filed 71d latetraded 2023-07-21PTR ↗
2023-09-30KMBNew Kimberly-Clark CorporationSell
$1.00K–$15.0K
filed 61d latetraded 2023-07-31PTR ↗
2023-09-30PSXNew Phillips 66Sell
$1.00K–$15.0K
44d lagtraded 2023-08-17PTR ↗
2023-09-30PGNew Procter & Gamble CompanyBuy
$1.00K–$15.0K
filed 61d latetraded 2023-07-31PTR ↗
2023-09-30SPGINew S&P Global Inc.Buy
$1.00K–$15.0K
filed 109d latetraded 2023-06-13PTR ↗
2023-09-30UNPUnion Pacific CorporationSell
$1.00K–$15.0K
filed 65d latetraded 2023-07-27PTR ↗
2023-09-30ZTSNew Zoetis Inc. Class ABuy
$1.00K–$15.0K
filed 71d latetraded 2023-07-21PTR ↗
2023-08-13ACNAccenture plc Class A Ordinary SharesBuy
$1.00K–$15.0K
filed 309d latetraded 2022-10-08PTR ↗
2023-08-13MANew Mastercard IncorporatedBuy
$1.00K–$15.0K
filed 249d latetraded 2022-12-07PTR ↗
2023-08-13PDMNew Piedmont Office Realty Trust, Inc. Class ASell
$1.00K–$15.0K
filed 532d latetraded 2022-02-27PTR ↗
2023-08-13TJXNew TJX Companies, Inc.Buy
$1.00K–$15.0K
filed 394d latetraded 2022-07-15PTR ↗
2023-06-09JPMJP Morgan Chase & Co.Buy
$1.00K–$15.0K
10d lagtraded 2023-05-30PTR ↗
2023-05-07CSCOCisco Systems, Inc.Sell
$1.00K–$15.0K
17d lagtraded 2023-04-20PTR ↗
2023-05-07XOMExxon Mobil CorporationBuy
$1.00K–$15.0K
17d lagtraded 2023-04-20PTR ↗
2023-03-05NORWGlobal X MSCI Norway ETFSell
$1.00K–$15.0K
30d lagtraded 2023-02-03PTR ↗
2023-03-05—Mutual fund Ishares MSCI Euro FinancialBuy
$1.00K–$15.0K
30d lagtraded 2023-02-03PTR ↗
2023-03-05—Mutual fund Ishares US Pharmaceuticals ETFBuy
$1.00K–$15.0K
30d lagtraded 2023-02-03PTR ↗
2023-03-05—Mutual fund Ishares US Technology ETFSell
$1.00K–$15.0K
30d lagtraded 2023-02-03PTR ↗
2023-03-05MSFTMutual fund Microsoft CorporationSell
$1.00K–$15.0K
30d lagtraded 2023-02-03PTR ↗
2023-03-05—SPDR Bloomberg Short Term HISell
$1.00K–$15.0K
30d lagtraded 2023-02-03PTR ↗
2023-03-05—Mutual fund Vaneck Morningstar Intl Moat ETFBuy
$1.00K–$15.0K
30d lagtraded 2023-02-03PTR ↗
2023-02-15—AB Global Bond AdvBuy
$15.0K–$50.0K
29d lagtraded 2023-01-17PTR ↗
2023-02-15BAXMutual fund Baxter International Inc.Sell
$1.00K–$15.0K
26d lagtraded 2023-01-20PTR ↗
2023-02-15ELVMorgan Stanley Elevance Health, Inc.Sell
$1.00K–$15.0K
43d lagtraded 2023-01-03PTR ↗
2023-02-15—Morgan Stanley Harding Loevner Intl Eqty InstBuy
$1.00K–$15.0K
26d lagtraded 2023-01-20PTR ↗
2023-02-15—Mutual fund Harding Loevner Intl Eqty InstBuy
$15.0K–$50.0K
42d lagtraded 2023-01-04PTR ↗
2023-02-15—Ishares Edge MSCI Min Vol USASell
$1.00K–$15.0K
42d lagtraded 2023-01-04PTR ↗
2023-02-15—Mutual fund Metropolitan West Tot Ret Bd IBuy
$15.0K–$50.0K
29d lagtraded 2023-01-17PTR ↗
2023-02-15—Mutual fund Vanguard Total Bond MarketSell
$15.0K–$50.0K
29d lagtraded 2023-01-17PTR ↗
2023-02-15—Mutual fund Vanguard Total Intl Bond ETFSell
$15.0K–$50.0K
29d lagtraded 2023-01-17PTR ↗
2023-02-15—Mutual fund Virtus Vontobel Foreign OppSell
$15.0K–$50.0K
42d lagtraded 2023-01-04PTR ↗
2023-01-05—AB Global Bond AdvSell
$1.00K–$15.0K
22d lagtraded 2022-12-14PTR ↗
2023-01-05CMCSAMutual fund Comcast Corporation - Class ABuy
$1.00K–$15.0K
29d lagtraded 2022-12-07PTR ↗
2023-01-05DGMorgan Stanley Dollar General CorporationBuy
$1.00K–$15.0K
15d lagtraded 2022-12-21PTR ↗
2023-01-05MCDMorgan Stanley McDonald's CorporationSell
$1.00K–$15.0K
15d lagtraded 2022-12-21PTR ↗
2023-01-05—Morgan Stanley Metropolitan West Tot Ret Bd ISell
$1.00K–$15.0K
22d lagtraded 2022-12-14PTR ↗
2023-01-05—Vanguard Total Bond Market ETFBuy
$1.00K–$15.0K
22d lagtraded 2022-12-14PTR ↗
2023-01-05—Mutual fund Vanguard Total Bond Market ETFBuy
$1.00K–$15.0K
15d lagtraded 2022-12-21PTR ↗
2023-01-05—Mutual fund Vanguard Total Inl Bond ETFBuy
$1.00K–$15.0K
15d lagtraded 2022-12-21PTR ↗
2023-01-05—Mutual fund Vanguard Total Intl Bond ETFBuy
$1.00K–$15.0K
22d lagtraded 2022-12-14PTR ↗
2022-12-08AMZNAmazon.com, Inc.Buy
$1.00K–$15.0K
20d lagtraded 2022-11-18PTR ↗
2022-12-08AAPLMorgan Stanley Apple Inc.Buy
$1.00K–$15.0K
21d lagtraded 2022-11-17PTR ↗
2022-12-08—Morgan Stanley INH IRA Franklin FTSE Japan ETFBuy
$1.00K–$15.0K
21d lagtraded 2022-11-17PTR ↗
2022-12-08—Mutual Fund Invesco KBW Bank ETFBuy
$1.00K–$15.0K
21d lagtraded 2022-11-17PTR ↗
2022-12-08—Mutual Fund Invesco QQQ Trust Series 1Sell
$1.00K–$15.0K
21d lagtraded 2022-11-17PTR ↗
2022-12-08—Mutual Fund ISHA Curr Hedged MSCI EAFESell
$1.00K–$15.0K
21d lagtraded 2022-11-17PTR ↗
2022-12-08—Year InvestmentBuy
$1.00K–$15.0K
21d lagtraded 2022-11-17PTR ↗
2022-12-08—yr Treasu Bond ETFSell
$1.00K–$15.0K
21d lagtraded 2022-11-17PTR ↗
2022-12-08—Mutual Fund iShares Core S&P Small Cap EBuy
$1.00K–$15.0K
21d lagtraded 2022-11-17PTR ↗
2022-12-08—Mutual Fund iShares MSCI EAFE Val ETFBuy
$1.00K–$15.0K
21d lagtraded 2022-11-17PTR ↗
2022-12-08—Mutual Fund Ishares US Technology ETFSell
$1.00K–$15.0K
27d lagtraded 2022-11-11PTR ↗
2022-12-08—Mutual Fund MSIF Growth ISell
$1.00K–$15.0K
20d lagtraded 2022-11-18PTR ↗
2022-10-05CMCSAComcast Corporation - Class ASell
$1.00K–$15.0K
20d lagtraded 2022-09-15PTR ↗
2022-10-05—Morgan Stanley Energy Sel Sect SPDR FDBuy
$1.00K–$15.0K
8d lagtraded 2022-09-27PTR ↗
2022-10-05—Mutual Fund Franklin FTSE UK ETFSell
$1.00K–$15.0K
8d lagtraded 2022-09-27PTR ↗
2022-10-05—Mutual Fund Global X US INF DEV ETFSell
$1.00K–$15.0K
filed 373d latetraded 2021-09-27PTR ↗
2022-10-05IFFMutual Fund International Flavors & Fragrances, Inc.Sell
$1.00K–$15.0K
20d lagtraded 2022-09-15PTR ↗
2022-10-05—Ishares 0-5 HY CorpBuy
$1.00K–$15.0K
8d lagtraded 2022-09-27PTR ↗
2022-10-05—Mutual Fund Ishares Core MSCI EAFE ETFSell
$1.00K–$15.0K
8d lagtraded 2022-09-27PTR ↗
2022-10-05—Mutual Fund Ishares US Technology ETFSell
$1.00K–$15.0K
8d lagtraded 2022-09-27PTR ↗
2022-10-05—Mutual Fund JPM Nasdaq Equity PremiumBuy
$1.00K–$15.0K
8d lagtraded 2022-09-27PTR ↗
2022-10-05MAMutual Fund Mastercard IncorporatedSell
$1.00K–$15.0K
20d lagtraded 2022-09-15PTR ↗
2022-10-05—Morgan Stanley SPDR S&P 500 ETF TrustBuy
$1.00K–$15.0K
20d lagtraded 2022-09-15PTR ↗
2022-10-05—Mutual Fund Westrock CompanySell
$1.00K–$15.0K
8d lagtraded 2022-09-27PTR ↗
2022-09-10GOOGAlphabet Inc. - Class C Capital StockBuy
$1.00K–$15.0K
31d lagtraded 2022-08-10PTR ↗
2022-09-10AMZNMorgan Stanley INH IRA Amazon.com, Inc.Buy
$1.00K–$15.0K
31d lagtraded 2022-08-10PTR ↗
2022-09-10—Morgan Stanley INH IRA Goldman Activebeta US LC ETFSell
$1.00K–$15.0K
25d lagtraded 2022-08-16PTR ↗
2022-09-10—Mutual Fund iShares US Technology ETFSell
$1.00K–$15.0K
25d lagtraded 2022-08-16PTR ↗
2022-09-10—Mutual Fund iShares US Technology ETFBuy
$1.00K–$15.0K
31d lagtraded 2022-08-10PTR ↗
2022-09-10MSFTMutual Fund Microsoft CorporationBuy
$1.00K–$15.0K
31d lagtraded 2022-08-10PTR ↗
2022-09-10—Morgan Stanley INH IRA SPDR Blackstone Senior LoanSell
$1.00K–$15.0K
31d lagtraded 2022-08-10PTR ↗
2022-09-10—Mutual Fund Virtus Vontobel Foreign OppBuy
$1.00K–$15.0K
11d lagtraded 2022-08-30PTR ↗
2022-08-10ABTAbbott LaboratoriesBuy
$1.00K–$15.0K
26d lagtraded 2022-07-15PTR ↗
2022-08-10BAXMorgan Stanley Baxter International Inc.Buy
$1.00K–$15.0K
26d lagtraded 2022-07-15PTR ↗
2022-08-10WMTMorgan Stanley Walmart Inc.Buy
$1.00K–$15.0K
26d lagtraded 2022-07-15PTR ↗
2022-07-08ABTAbbott LaboratoriesSell
$1.00K–$15.0K
22d lagtraded 2022-06-16PTR ↗
2022-07-08ABBVMorgan Stanley AbbVie Inc.Buy
$1.00K–$15.0K
22d lagtraded 2022-06-16PTR ↗
2022-07-08AMZNMorgan Stanley INH IRA Amazon.com, Inc.Buy
$1.00K–$15.0K
22d lagtraded 2022-06-16PTR ↗
2022-07-08BAXMorgan Stanley INH IRA Baxter International Inc.Sell
$1.00K–$15.0K
22d lagtraded 2022-06-16PTR ↗
2022-07-08FIXDMorgan Stanley First Trust TCW Opportunistic Fixed Income ETFSell
$1.00K–$15.0K
22d lagtraded 2022-06-16PTR ↗
2022-07-08GEMorgan Stanley INH IRA General Electric CompanySell
$1.00K–$15.0K
22d lagtraded 2022-06-16PTR ↗
2022-07-08—rgan Stanley INH IRA Global X Funds Global X U.S. Infrastructure Development ETFSell
$1.00K–$15.0K
22d lagtraded 2022-06-16PTR ↗
2022-07-08SHYGMorgan Stanley INH IRA iShares 0-5 Year High Yield Corporate Bond ETFBuy
$1.00K–$15.0K
22d lagtraded 2022-06-16PTR ↗
2022-07-08TLHMorgan Stanley INH IRA iShares 10-20 Year Treasury Bond ETFBuy
$1.00K–$15.0K
22d lagtraded 2022-06-16PTR ↗
2022-07-08IVVMorgan Stanley INH IRA iShares Core S&P 500 ETFSell
$1.00K–$15.0K
22d lagtraded 2022-06-16PTR ↗
2022-07-08IWBMorgan Stanley INH IRA iShares Russell 1000 ETFBuy
$1.00K–$15.0K
22d lagtraded 2022-06-16PTR ↗
2022-07-08SPYMorgan Stanley SPDR S&P 500Sell
$1.00K–$15.0K
22d lagtraded 2022-06-16PTR ↗
2022-07-08TJXMorgan Stanley TJX Companies, Inc.Sell
$1.00K–$15.0K
22d lagtraded 2022-06-16PTR ↗
2022-07-08WMTMorgan Stanley Walmart Inc.Buy
$1.00K–$15.0K
22d lagtraded 2022-06-16PTR ↗
2022-07-08WMTMorgan Stanley INH IRA Walmart Inc.Sell
$1.00K–$15.0K
22d lagtraded 2022-06-16PTR ↗
2022-06-04—JT Duke Realty CorporationSell
$1.00K–$15.0K
25d lagtraded 2022-05-10PTR ↗
2022-06-04—New ISHA Curr Hedged MSCI EAFEBuy
$1.00K–$15.0K
25d lagtraded 2022-05-10PTR ↗
2022-06-04—Morgan Stanley INH IRA Ishares 0-5 HY CorpBuy
$1.00K–$15.0K
25d lagtraded 2022-05-10PTR ↗
2022-06-04—Morgan Stanley INH IRA Ishares Core MSCI EAFE ETFSell
$1.00K–$15.0K
25d lagtraded 2022-05-10PTR ↗
2022-06-04—Morgan Stanley INH IRA Ishares Core MSCI EuropeSell
$1.00K–$15.0K
25d lagtraded 2022-05-10PTR ↗
2022-06-04—Morgan Stanley INH IRA Ishares MSCI EAFE Grwth EFSell
$1.00K–$15.0K
25d lagtraded 2022-05-10PTR ↗
2022-06-04—Morgan Stanley INH IRA JPMorgan Betabuilders CanadaBuy
$1.00K–$15.0K
25d lagtraded 2022-05-10PTR ↗
2022-06-04—JPMorgan Equity Premium IncoBuy
$1.00K–$15.0K
25d lagtraded 2022-05-10PTR ↗
2022-06-04—Morgan Stanley INH IRA SPDR Blackstone Senior LoanBuy
$1.00K–$15.0K
25d lagtraded 2022-05-10PTR ↗
2022-06-04SBUXMorgan Stanley INH IRA Starbucks CorporationSell
$1.00K–$15.0K
25d lagtraded 2022-05-10PTR ↗
2022-06-04—Morgan Stanley INH IRA Vanguard Total Bond MarketSell
$1.00K–$15.0K
25d lagtraded 2022-05-10PTR ↗
2022-05-13ABTAbbott LaboratoriesBuy
$1.00K–$15.0K
24d lagtraded 2022-04-19PTR ↗
2022-05-13—New Ishares Russell 1000 ETFSell
$1.00K–$15.0K
24d lagtraded 2022-04-19PTR ↗
2022-05-13—New Putnam Ultra Sht Dur Inc ASell
$1.00K–$15.0K
17d lagtraded 2022-04-26PTR ↗
2022-05-13—New SPDR S&P 500 ETF TrustBuy
$1.00K–$15.0K
24d lagtraded 2022-04-19PTR ↗
2022-05-13TJXNew TJX Companies, Inc.Buy
$1.00K–$15.0K
24d lagtraded 2022-04-19PTR ↗
2022-04-09ABTAbbott LaboratoriesSell
$1.00K–$15.0K
25d lagtraded 2022-03-15PTR ↗
2022-04-09CATMorgan Stanley Caterpillar, Inc.Buy
$1.00K–$15.0K
11d lagtraded 2022-03-29PTR ↗
2022-04-09GEMorgan Stanley INH IRA General Electric CompanyBuy
$1.00K–$15.0K
11d lagtraded 2022-03-29PTR ↗
2022-04-09HIGMorgan Stanley INH IRA Hartford Financial Services Group, Inc.Buy
$1.00K–$15.0K
11d lagtraded 2022-03-29PTR ↗
2022-04-09SHYGMorgan Stanley INH IRA iShares 0-5 Year High Yield Corporate Bond ETFBuy
$1.00K–$15.0K
32d lagtraded 2022-03-08PTR ↗
2022-04-09TLTYear Treasury Bond ETFBuy
$1.00K–$15.0K
11d lagtraded 2022-03-29PTR ↗
2022-04-09IWBMorgan Stanley iShares Russell 1000 ETFBuy
$1.00K–$15.0K
25d lagtraded 2022-03-15PTR ↗
2022-04-09—Morgan Stanley Kinder Morgan, Inc. Warrants Expiring 2017Buy
$1.00K–$15.0K
32d lagtraded 2022-03-08PTR ↗
2022-04-09RIOMorgan Stanley INH IRA Rio Tinto PlcBuy
$1.00K–$15.0K
11d lagtraded 2022-03-29PTR ↗
2022-04-09SPYMorgan Stanley INH IRA SPDR S&P 500Sell
$1.00K–$15.0K
25d lagtraded 2022-03-15PTR ↗
2022-04-09TJXMorgan Stanley TJX Companies, Inc.Sell
$1.00K–$15.0K
25d lagtraded 2022-03-15PTR ↗
2022-04-09—Morgan Stanley Vanguard Intermediate Term CorSell
$1.00K–$15.0K
32d lagtraded 2022-03-08PTR ↗
2022-04-09—Corporate bond fund Vanguard Total Bond Index FundSell
$1.00K–$15.0K
32d lagtraded 2022-03-08PTR ↗
2022-03-09MAMastercard IncorporatedBuy
$1.00K–$15.0K
9d lagtraded 2022-02-28PTR ↗
2022-03-09MRKMorgan Stanley Merck & Company, Inc. Common StockSell
$1.00K–$15.0K
9d lagtraded 2022-02-28PTR ↗
2022-02-13HONMorgan Stanley INH IRA Honeywell International Inc.Sell
$1.00K–$15.0K
30d lagtraded 2022-01-14PTR ↗
2022-02-13SPYMorgan Stanley INH IRA SPdR S&P 500Buy
$1.00K–$15.0K
30d lagtraded 2022-01-14PTR ↗
2022-02-13SPYMorgan Stanley SPdR S&P 500Sell
$1.00K–$15.0K
39d lagtraded 2022-01-05PTR ↗
2022-01-09TAT&T Inc.Buy
$1.00K–$15.0K
24d lagtraded 2021-12-16PTR ↗
2022-01-09TMorgan Stanley INH IRA AT&T Inc.Sell
$1.00K–$15.0K
31d lagtraded 2021-12-09PTR ↗
2022-01-09CMEMorgan Stanley INH IRA CME group Inc. - Class ASell
$1.00K–$15.0K
26d lagtraded 2021-12-14PTR ↗
2022-01-09NEEMorgan Stanley INH IRA NextEra Energy, Inc.Sell
$1.00K–$15.0K
26d lagtraded 2021-12-14PTR ↗
2022-01-09NOC20020184 -- 1 of 2 -- Northrop grumman CorporationSell
$1.00K–$15.0K
24d lagtraded 2021-12-16PTR ↗
2022-01-09WMTMorgan Stanley INH IRA Walmart Inc.Buy
$1.00K–$15.0K
26d lagtraded 2021-12-14PTR ↗
2022-01-09—Morgan Stanley Westrock Company Common Stock Ex-distribution When IssuedBuy
$1.00K–$15.0K
24d lagtraded 2021-12-16PTR ↗
2021-10-18—CyrusOne IncBuy
$1.00K–$15.0K
18d lagtraded 2021-09-30PTR ↗
2021-10-18JNJMorgan Stanley Johnson & JohnsonSell
$1.00K–$15.0K
38d lagtraded 2021-09-10PTR ↗
2021-10-18JNJMorgan Stanley Johnson & JohnsonSell
$1.00K–$15.0K
35d lagtraded 2021-09-13PTR ↗
2021-10-18TJXMorgan Stanley INH IRA TJX Companies, Inc.Buy
$1.00K–$15.0K
35d lagtraded 2021-09-13PTR ↗
2021-09-23CSCOCisco Systems, Inc.Sell
$1.00K–$15.0K
28d lagtraded 2021-08-26PTR ↗
2021-02-22CATCaterpillar, Inc.Buy
$1.00K–$15.0K
40d lagtraded 2021-01-13PTR ↗
2021-02-22VMorgan Stanley INH IRA Visa Inc.Sell
$1.00K–$15.0K
40d lagtraded 2021-01-13PTR ↗
2021-01-26COSTCostco Wholesale CorporationBuy
$1.00K–$15.0K
filed 208d latetraded 2020-07-02PTR ↗
2021-01-26CCIMorgan Stanley Crown Castle International Corp.Buy
$1.00K–$15.0K
filed 208d latetraded 2020-07-02PTR ↗
2021-01-26CVSMorgan Stanley CVS Health CorporationSell
$1.00K–$15.0K
filed 208d latetraded 2020-07-02PTR ↗
2021-01-26VMorgan Stanley Visa Inc.Buy
$1.00K–$15.0K
filed 208d latetraded 2020-07-02PTR ↗
2021-01-19CVSCVS Health CorporationSell
$1.00K–$15.0K
19d lagtraded 2020-12-31PTR ↗
2020-12-15DISWalt Disney CompanySell
$1.00K–$15.0K
25d lagtraded 2020-11-20PTR ↗
2020-11-19AXPAmerican Express CompanyBuy
$1.00K–$15.0K
34d lagtraded 2020-10-16PTR ↗
2020-11-19—Morgan Stanley Anthem, Inc.Buy
$1.00K–$15.0K
34d lagtraded 2020-10-16PTR ↗
2020-11-19SCHWMorgan Stanley INH IRA Charles Schwab CorporationBuy
$1.00K–$15.0K
34d lagtraded 2020-10-16PTR ↗
2020-11-19IFFMorgan Stanley Internationa Flavors & Fragrances, Inc.Buy
$1.00K–$15.0K
34d lagtraded 2020-10-16PTR ↗
2020-11-19MSFTMorgan Stanley Microsoft CorporationBuy
$1.00K–$15.0K
filed 48d latetraded 2020-10-02PTR ↗
2020-07-07MSIMotorola Solutions, Inc.Buy
$1.00K–$15.0K
15d lagtraded 2020-06-22PTR ↗
2020-07-07PNCMorgan Stanley PNC Financial Services group, Inc.Sell
$1.00K–$15.0K
15d lagtraded 2020-06-22PTR ↗
2020-06-08XOMMorgan Stanley Exxon Mobil CorporationBuy
$1.00K–$15.0K
18d lagtraded 2020-05-21PTR ↗
2020-05-14MCDMcDonald's CorporationBuy
$1.00K–$15.0K
38d lagtraded 2020-04-06PTR ↗
2020-04-13MRKMorgan Stanley Merck & Company, Inc. Common StockBuy
$1.00K–$15.0K
14d lagtraded 2020-03-30PTR ↗
2019-12-12CVSMorgan Stanley CVS Health CorporationSell
$1.00K–$15.0K
37d lagtraded 2019-11-05PTR ↗
2019-12-12IFFMorgan Stanley Internationa Flavors & Fragrances, Inc.Buy
$1.00K–$15.0K
13d lagtraded 2019-11-29PTR ↗
2019-02-07CVSCVS Health CorporationBuy
$1.00K–$15.0K
16d lagtraded 2019-01-22PTR ↗
2019-02-07PFEMorgan Stanley Pfizer, Inc.Sell
$1.00K–$15.0K
28d lagtraded 2019-01-10PTR ↗
2019-02-07PMMorgan Stanley Philip Morris International IncBuy
$1.00K–$15.0K
16d lagtraded 2019-01-22PTR ↗
2019-02-07PNCMorgan Stanley PNC Financial Services group, Inc.Buy
$1.00K–$15.0K
30d lagtraded 2019-01-08PTR ↗
2019-01-11CVSMorgan Stanley CVS Health CorporationSell
$1.00K–$15.0K
23d lagtraded 2018-12-19PTR ↗
2019-01-11PMMorgan Stanley Philip Morris International IncSell
$1.00K–$15.0K
23d lagtraded 2018-12-19PTR ↗
2018-12-12—Aetna Inc.Exch
$15.0K–$50.0K
13d lagtraded 2018-11-29PTR ↗
2018-12-12CVSdeemed in the CVS Health Corp. acquisition of Aetna. Inc. CVS Health CorporationExch
$1.00K–$15.0K
13d lagtraded 2018-11-29PTR ↗
2018-11-14LINLinde plc ordinary ShareExch
$1.00K–$15.0K
14d lagtraded 2018-10-31PTR ↗
2018-11-14—Exchanged with Praxair Inc Praxair, Inc.Exch
$1.00K–$15.0K
14d lagtraded 2018-10-31PTR ↗
2018-02-15—et transaction type Date notification Date amount Putnam Short Duration Income aBuy
$15.0K–$50.0K
17d lagtraded 2018-01-29PTR ↗
2017-11-14EXRner asset transaction type Date notification Date amount Extra Space Storage IncSell
$1.00K–$15.0K
19d lagtraded 2017-10-26PTR ↗
2017-01-05—Morgan Stanley Highland lg Sht Healthcare ZSell
$1.00K–$15.0K
filed 63d latetraded 2016-11-03PTR ↗
2017-01-05—Morgan Stanley Principal Preferred Sec InstBuy
$1.00K–$15.0K
filed 63d latetraded 2016-11-03PTR ↗
2016-12-23EMCnS iD owner asset transaction type Date notification Date amount EMC CorporationExch
$1.00K–$15.0K
filed 107d latetraded 2016-09-07PTR ↗
2016-12-23MARtion and exchange for Dell Technologies Inc Com Marriott International - Class AExch
$1.00K–$15.0K
filed 88d latetraded 2016-09-26PTR ↗
2015-11-19CVSwner asset transaction type Date notification Date amount CVS Health CorporationSell
$1.00K–$15.0K
24d lagtraded 2015-10-26PTR ↗
2015-10-15TMorgan Stanley aT&T Inc.Buy
$1.00K–$15.0K
30d lagtraded 2015-09-15PTR ↗
2015-10-15CVXMorgan Stanley Chevron CorporationBuy
$1.00K–$15.0K
30d lagtraded 2015-09-15PTR ↗
2015-10-15CVSMorgan Stanley CVS Health CorporationBuy
$1.00K–$15.0K
30d lagtraded 2015-09-15PTR ↗
2015-10-15EMCMorgan Stanley EMC CorporationBuy
$1.00K–$15.0K
30d lagtraded 2015-09-15PTR ↗
2015-10-15FISMorgan Stanley Fidelity National Information Services, Inc.Buy
$1.00K–$15.0K
30d lagtraded 2015-09-15PTR ↗
2015-10-15HONMorgan Stanley Honeywell International Inc.Buy
$1.00K–$15.0K
30d lagtraded 2015-09-15PTR ↗
2015-10-15JNJMorgan Stanley Johnson & JohnsonBuy
$1.00K–$15.0K
30d lagtraded 2015-09-15PTR ↗
2015-10-15JPMMorgan Stanley JP Morgan Chase & Co.Buy
$1.00K–$15.0K
30d lagtraded 2015-09-15PTR ↗
2015-10-15KMIMorgan Stanley Kinder Morgan, Inc.Buy
$1.00K–$15.0K
30d lagtraded 2015-09-15PTR ↗
2015-10-15MMorgan Stanley Macy's IncBuy
$1.00K–$15.0K
30d lagtraded 2015-09-15PTR ↗
2015-10-15OIHMorgan Stanley Market Vectors Oil Services ETFBuy
$1.00K–$15.0K
22d lagtraded 2015-09-23PTR ↗
2015-10-15—Morgan Stanley Marsh & Mclennan Companies, Inc.Buy
$1.00K–$15.0K
30d lagtraded 2015-09-15PTR ↗
2015-10-15MSFTMorgan Stanley Microsoft CorporationBuy
$1.00K–$15.0K
30d lagtraded 2015-09-15PTR ↗
2015-10-15NEEMorgan Stanley NextEra Energy, Inc.Buy
$1.00K–$15.0K
30d lagtraded 2015-09-15PTR ↗
2015-10-15NVOMorgan Stanley Novo Nordisk a/SBuy
$1.00K–$15.0K
30d lagtraded 2015-09-15PTR ↗
2015-10-15—Morgan Stanley Packaging Corporation of americaBuy
$1.00K–$15.0K
30d lagtraded 2015-09-15PTR ↗
2015-10-15PEPMorgan Stanley Pepsico, Inc.Buy
$1.00K–$15.0K
30d lagtraded 2015-09-15PTR ↗
2015-10-15PFEMorgan Stanley Pfizer, Inc.Buy
$1.00K–$15.0K
30d lagtraded 2015-09-15PTR ↗
2015-10-15PSXMorgan Stanley Phillips 66Buy
$1.00K–$15.0K
30d lagtraded 2015-09-15PTR ↗
2015-10-15VFCMorgan Stanley V.F. CorporationBuy
$1.00K–$15.0K
30d lagtraded 2015-09-15PTR ↗
2015-10-15WECMorgan Stanley WEC Energy group, Inc.Buy
$1.00K–$15.0K
30d lagtraded 2015-09-15PTR ↗
2015-10-15WFCMorgan Stanley Wells Fargo & CompanyBuy
$1.00K–$15.0K
30d lagtraded 2015-09-15PTR ↗
2015-10-15WHRMorgan Stanley Whirlpool CorporationBuy
$1.00K–$15.0K
30d lagtraded 2015-09-15PTR ↗
How we built this

Holdings come from Robert J. Wittman's latest annual STOCK Act financial disclosure — the year-end value of each asset, reported in ranges.

Figures cover the household as disclosed (self, spouse & dependents). Amounts are STOCK Act ranges, never exact. Disclosures lag the trade by up to ~45 days.

Our Buy/Hold/Sell verdict and fair value are our own SEC-grounded ratings of each stock — not a view on the member's trade, and not investment advice.

Source: U.S. House Clerk + U.S. Senate eFD (public records).