Warren Davidson

U.S. House·OH·last disclosed 2026-03-25

Disclosed book · year-end value

$3.44M

midpoint est. · $1.21M–$5.68M — not market value

19 holdings · $212K equity · $3.23M non-equity

Our verdict on their book · $-weighted, equity only

Buy3.8%Hold46.1%Avoid0.2%Not covered49.9%

4% of Warren Davidson's disclosed equity book sits in stocks we independently rate Buy — biggest equity positions GE & FDFAX. Their most recent disclosure: sold GEHC, filed 2d after the trade.

Disclosed trades

Buys · Sells

1 · 3

Median reporting lag

209d

avg 360d to disclose

Last disclosed

2026-03-25

Trade cadence · buys above, sells below · last 12 mo

May

Aug

Sep

Mar

What Warren Davidson owns now

Year-end holdings from their latest annual disclosure · 19 holdings · as of 2023

Interestnon-equity

$1.00M–$5.00M87%

Yasotay, LLCnon-equity

$50.0K–$100K2%

$30.0K–$100K2%

FV $340.00 · Jun '26Hold

FDFAX

$15.0K–$50.0K1%

No call

FSAGX

$15.0K–$50.0K1%

No call

Held by Fidelity IRA. 288.804 shares. FSPHXnon-equity

$15.0K–$50.0K1%

GEV

$15.0K–$50.0K1%

FV $1,100.00 · Jun '26Hold

Held by Fidelity Investments IRA 225 shares. Minster Bank - Cashnon-equity

$15.0K–$50.0K1%

Show all 19 holdings

200 Minster Bank - HSA Cashnon-equity

$15.0K–$50.0K1%

1,000 Minster Bank - Savings Cashnon-equity

$15.0K–$50.0K1%

WAMCX

$15.0K–$50.0K1%

No call

FSELX

$1.00K–$15.0K0%

No call

GEHC

$1.00K–$15.0K0%

FV $75.00 · Jun '26Buy

5,000 Schwab IMnon-equity

$1.00K–$15.0K0%

Cash. Schwab IRAnon-equity

$1.00K–$15.0K0%

Tax-Deferred USAA - Cashnon-equity

$1.00K–$15.0K0%

assets. No business was commenced under this LLC. It is dormant. Fidelity Inv. - IRA Cashnon-equity

$1.00–$1.00K0%

Tax-Deferred Fidelity Inv. - IRA Cashnon-equity

$1.00–$1.00K0%

WKHS

$1.00–$1.00K0%

Avoid

Reported asset value, disclosed ranges · how we built this

What Warren Davidson did

4 disclosed trades

2026-03-25GEHCBuyGE HealthCare Technologies Inc. - Common Stock▼ Sell

$1.00K–$15.0K

2d lagtraded 2026-03-23PTR ↗

2021-03-25XOMHoldNew Exxon Mobil Corporation▼ Sell

$15.0K–$50.0K

1043d latetraded 2018-05-17PTR ↗

2021-03-25WKHSNew Workhorse group, Inc.▲ Buy

$15.0K–$50.0K

185d latetraded 2020-09-21PTR ↗

2021-03-25WKHSNew Workhorse group, Inc.▼ Sell

$50.0K–$100K

209d latetraded 2020-08-28PTR ↗

How we built this

Holdings come from Warren Davidson'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).

← Congress trades

Warren Davidson

U.S. House·OH·last disclosed 2026-03-25

Disclosed book · year-end value

$3.44M

midpoint est. · $1.21M–$5.68M — not market value

19 holdings · $212K equity · $3.23M non-equity

Our verdict on their book · $-weighted, equity only

Buy3.8%Hold46.1%Avoid0.2%Not covered49.9%

4% of Warren Davidson's disclosed equity book sits in stocks we independently rate Buy — biggest equity positions GE & FDFAX. Their most recent disclosure: sold GEHC, filed 2d after the trade.

Disclosed trades

Buys · Sells

1 · 3

Median reporting lag

209d

avg 360d to disclose

Last disclosed

2026-03-25

Trade cadence · buys above, sells below · last 12 mo

May

Aug

Sep

Mar

What Warren Davidson owns now

Year-end holdings from their latest annual disclosure · 19 holdings · as of 2023

Interestnon-equity

$1.00M–$5.00M87%

Yasotay, LLCnon-equity

$50.0K–$100K2%

$30.0K–$100K2%

FV $340.00 · Jun '26Hold

FDFAX

$15.0K–$50.0K1%

No call

FSAGX

$15.0K–$50.0K1%

No call

Held by Fidelity IRA. 288.804 shares. FSPHXnon-equity

$15.0K–$50.0K1%

GEV

$15.0K–$50.0K1%

FV $1,100.00 · Jun '26Hold

Held by Fidelity Investments IRA 225 shares. Minster Bank - Cashnon-equity

$15.0K–$50.0K1%

Show all 19 holdings

200 Minster Bank - HSA Cashnon-equity

$15.0K–$50.0K1%

1,000 Minster Bank - Savings Cashnon-equity

$15.0K–$50.0K1%

WAMCX

$15.0K–$50.0K1%

No call

FSELX

$1.00K–$15.0K0%

No call

GEHC

$1.00K–$15.0K0%

FV $75.00 · Jun '26Buy

5,000 Schwab IMnon-equity

$1.00K–$15.0K0%

Cash. Schwab IRAnon-equity

$1.00K–$15.0K0%

Tax-Deferred USAA - Cashnon-equity

$1.00K–$15.0K0%

assets. No business was commenced under this LLC. It is dormant. Fidelity Inv. - IRA Cashnon-equity

$1.00–$1.00K0%

Tax-Deferred Fidelity Inv. - IRA Cashnon-equity

$1.00–$1.00K0%

WKHS

$1.00–$1.00K0%

Avoid

Reported asset value, disclosed ranges · how we built this

What Warren Davidson did

4 disclosed trades

2026-03-25GEHCBuyGE HealthCare Technologies Inc. - Common Stock▼ Sell

$1.00K–$15.0K

2d lagtraded 2026-03-23PTR ↗

2021-03-25XOMHoldNew Exxon Mobil Corporation▼ Sell

$15.0K–$50.0K

1043d latetraded 2018-05-17PTR ↗

2021-03-25WKHSNew Workhorse group, Inc.▲ Buy

$15.0K–$50.0K

185d latetraded 2020-09-21PTR ↗

2021-03-25WKHSNew Workhorse group, Inc.▼ Sell

$50.0K–$100K

209d latetraded 2020-08-28PTR ↗

How we built this

Holdings come from Warren Davidson'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).