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DisclosuresTermsPrivacy

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adviser; calls are impersonal, generated from SEC filings and a delayed/third-party price feed, and may be wrong or out of date.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.

EDGAR® is a registered trademark of the U.S. Securities and Exchange Commission. TENK/calls is an independent service and is not affiliated with, endorsed by, or approved by the U.S. Securities and Exchange Commission.

TTENK/calls
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← All congress trades
← Congress trades
RE

Ron Estes

U.S. House·KS·last disclosed 2023-09-30
Disclosed book · year-end value
$857K
midpoint est. · $385K–$1.33M — not market value
32 holdings · $89.5K equity · $768K non-equity
Our verdict on their book · $-weighted, equity only
Hold36.3%Not covered63.7%
Disclosed trades
15
Buys · Sells
9 · 6
Median reporting lag
21d
avg 36d to disclose
Last disclosed
2023-09-30
Trade cadence · buys above, sells below · last 12 mo
Feb
Mar
May
Jun
Jul
Aug
Sep
Apr

What Ron Estes owns now

Year-end holdings from their latest annual disclosure · 32 holdings · as of 2023

D
DFA US Large Cap Value 1non-equity
$100K–$250K20%
T
T Rowe Price Capital Appreciationnon-equity
$100K–$250K20%
S
State Street Target Retire 2030 SL Cl IVnon-equity
$100K–$250K20%
A
A
$4.00K–$61.0K4%
FV $140.00 · Jun '26Hold
U
US Treasury Savings Bondsnon-equity
$15.0K–$50.0K4%
S
Stable Value Fund - Great-West Life & Annuity Insurance Companynon-equity
$15.0K–$50.0K4%
V
Vanguard Total Bond Market Index Instnon-equity
$15.0K–$50.0K4%
PO
POGAX
$15.0K–$50.0K4%
No call
▸Show all 32 holdings
I
Intrust checking and savingsnon-equity
$1.00K–$15.0K1%
M
Mid American Credit Unionnon-equity
$1.00K–$15.0K1%
A
American Balanced Fund Cl F3non-equity
$1.00K–$15.0K1%
A
American Mutual Fund Cl F3non-equity
$1.00K–$15.0K1%
D
Dodge & Cox Income Fundnon-equity
$1.00K–$15.0K1%
IC
ICBFX
$1.00K–$15.0K1%
No call
I
Invesco Global Opportunities Cl R6non-equity
$1.00K–$15.0K1%
I
Investment Company of America - American Fundsnon-equity
$1.00K–$15.0K1%
J
JP Morgan Mid Cap Value Cl Lnon-equity
$1.00K–$15.0K1%
N
New Perspective Fund Cl F3 - American Fundsnon-equity
$1.00K–$15.0K1%
TQ
TQAIX
$1.00K–$15.0K1%
No call
VT
VT
$1.00K–$15.0K1%
No call
C
CUNA Mutual Lifestyle Agressivenon-equity
$1.00K–$15.0K1%
A
American Funds Washington Mutual Invstrs Fd - F1non-equity
$1.00K–$15.0K1%
F
FederatedHermes Prime Cash Obl ASnon-equity
$1.00K–$15.0K1%
J
JPMorgan SmCap Equity Anon-equity
$1.00K–$15.0K1%
P
Parnassus Mid Cap Fund - Invnon-equity
$1.00K–$15.0K1%
P
PRIMECAP Odyssey Growth Fundnon-equity
$1.00K–$15.0K1%
P
PRIMECAP Odyssey Stock Fundnon-equity
$1.00K–$15.0K1%
S
SMART Capital Preservation Fundnon-equity
$1.00K–$15.0K1%
P
Putnam Large Cap Value Fund Anon-equity
$1.00K–$15.0K1%
E
Equity Portfolionon-equity
$1.00–$1.00K0%
TR
TRGXX
$1.00–$1.00K0%
No call
G
GoldmanSachs Emerging Mkt Eq Anon-equity
$1.00–$1.00K0%

Reported asset value, disclosed ranges · how we built this

What Ron Estes did

15 disclosed trades

2023-09-30—US Treasury Savings BondBuy
$1.00K–$15.0K
filed 166d latetraded 2023-04-17PTR ↗
2023-09-30—New US Treasury Savings BondBuy
$1.00K–$15.0K
filed 166d latetraded 2023-04-17PTR ↗
2022-09-30MRVLMarvell Technology, Inc.Sell
$1.00K–$15.0K
3d lagtraded 2022-09-27PTR ↗
2022-08-01CVXChevron CorporationSell
$1.00K–$15.0K
13d lagtraded 2022-07-19PTR ↗
2022-08-01—New Spirit Aerosystems Holdings, Inc.Sell
$1.00K–$15.0K
27d lagtraded 2022-07-05PTR ↗
2022-08-01—New US Treasury Savings BondBuy
$1.00K–$15.0K
0d lagtraded 2022-08-01PTR ↗
2022-08-01VZNew Verizon Communications Inc.Sell
$1.00K–$15.0K
20d lagtraded 2022-07-12PTR ↗
2022-08-01WFCNew Wells Fargo & CompanySell
$1.00K–$15.0K
27d lagtraded 2022-07-05PTR ↗
2022-07-18—US Treasury Savings BondBuy
$1.00K–$15.0K
31d lagtraded 2022-06-17PTR ↗
2022-06-03HONJT Honeywell International Inc.Sell
$15.0K–$50.0K
3d lagtraded 2022-05-31PTR ↗
2022-03-09CVXChevron CorporationBuy
$1.00K–$15.0K
27d lagtraded 2022-02-10PTR ↗
2022-03-09HONNew Honeywell International Inc.Buy
$15.0K–$50.0K
5d lagtraded 2022-03-04PTR ↗
2022-03-09—New Spirit Aerosystems Holdings, Inc.Buy
$1.00K–$15.0K
5d lagtraded 2022-03-04PTR ↗
2022-03-09VZNew Verizon Communications Inc.Buy
$1.00K–$15.0K
21d lagtraded 2022-02-16PTR ↗
2022-03-09WFCNew Wells Fargo & CompanyBuy
$1.00K–$15.0K
21d lagtraded 2022-02-16PTR ↗
How we built this

Holdings come from Ron Estes'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).