Bill HagertyFiling

Annual Report | Filed on 13 Aug 2024

This congressional financial disclosure from Bill Hagerty (annual report) contains 44 stock trades. It was filed on 13 August 2024. Reported tickers include CPPAX, AMCFX, NOBL, PIREX, IBDP, and 13 more. Under the STOCK Act, members of Congress must disclose securities transactions within 45 days.

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Politician Name

Bill Hagerty

Filing Type

Annual Report

Filed Date

13 Aug 2024

View Original Filing

Transactions

44 transactions


Datadog, Inc. - Class A C... DDOG	Sale (Full)	27 Dec 2023	$1,001 - $15,000	Asset held by Roundstone Ventures LLC.
American Funds Preservati... CPPAX	Sale (Partial)	12 Dec 2023	$15,001 - $50,000	n/a
iShares iBonds Dec 2024 T... IBDP	Purchase	12 Dec 2023	$100,001 - $250,000	Asset held by Roundstone Ventures LLC.
American Funds Preservati... CPPAX	Sale (Partial)	12 Dec 2023	$15,001 - $50,000	n/a
iShares iBonds Dec 2024 T... IBDP	Purchase	12 Dec 2023	$100,001 - $250,000	Asset held by William F. Hagerty IV.
iShares iBonds Dec 2023 T... IBDO	Sale (Full)	12 Dec 2023	$100,001 - $250,000	Asset held by William F. Hagerty IV.
iShares iBonds Dec 2023 T... IBDO	Sale (Full)	12 Dec 2023	$100,001 - $250,000	Asset held by Roundstone Ventures LLC.
American Funds Preservati... CPPAX	Sale (Partial)	27 Nov 2023	$1,001 - $15,000	n/a
Crestwood Equity Partners... CEQP ET	Exchange	6 Nov 2023	$50,001 - $100,000	While no immediate PTR required, provided to clearly denote basis for the r...
NSHD MSE Block C Joint Ve...	Purchase	2 Oct 2023	$250,001 - $500,000	Asset held by Roundstone Ventures, LLC.
445 Park Commons Company:...	Purchase	2 Oct 2023	$250,001 - $500,000	--
S&P 500 SPDR SPY	Sale (Partial)	28 Sept 2023	$250,001 - $500,000	Asset held by Roundstone Ventures LLC
Vanguard Ultra-Short Bond... VUSB	Sale (Full)	8 Sept 2023	$100,001 - $250,000	Asset held by Roundstone Ventures LLC
Vanguard Ultra-Short Bond... VUSB	Sale (Partial)	8 Aug 2023	$50,001 - $100,000	Asset held by Roundstone Ventures LLC
American Funds Preservati... CPPAX	Purchase	24 Jul 2023	$50,001 - $100,000	n/a
American Funds Conservati... CIPAX	Sale (Full)	24 Jul 2023	$50,001 - $100,000	n/a
American Funds Preservati... CPPAX	Sale (Partial)	20 Jul 2023	$15,001 - $50,000	n/a
American Funds Conservati... CIPAX	Sale (Partial)	20 Jul 2023	$15,001 - $50,000	n/a
American Funds Preservati... CPPAX	Sale (Partial)	20 Jul 2023	$1,001 - $15,000	n/a
Vanguard Ultra-Short Bond... VUSB	Purchase	10 Apr 2023	$15,001 - $50,000	Asset held by William F. Hagerty IRA Rollover
Vanguard Ultra-Short Bond... VUSB	Purchase	10 Apr 2023	$15,001 - $50,000	Asset held by William F. Hagerty SEP IRA
Amcap Fund Class F-2 Shar... AMCFX	Sale (Full)	6 Apr 2023	$100,001 - $250,000	Asset held by William F. Hagerty IRA Rollover
S&P 500 Dividend Aristocr... NOBL	Purchase	6 Apr 2023	$50,001 - $100,000	Asset held by William F. Hagerty SEP IRA
Principal Fds Inc. Real E... PIREX	Sale (Full)	6 Apr 2023	$50,001 - $100,000	Asset held by William F. Hagerty IRA Rollover
Europacific Growth Fund C... AEPFX	Sale (Full)	6 Apr 2023	$50,001 - $100,000	Asset held by William F. Hagerty IRA Rollover
Vanguard Ultra-Short Bond... VUSB	Purchase	6 Apr 2023	$50,001 - $100,000	Asset held by William F. Hagerty IRA Rollover
SPDR Dow Jones Industrial... DIA	Purchase	6 Apr 2023	$50,001 - $100,000	Asset held by William F. Hagerty SEP IRA
T. Rowe Price New Horizon... PRJIX	Sale (Full)	6 Apr 2023	$100,001 - $250,000	Asset held by William F. Hagerty IRA Rollover
Europacific Growth Fund C... AEPFX	Sale (Full)	6 Apr 2023	$50,001 - $100,000	Asset held by William F. Hagerty SEP IRA
American Mutual Fund Clas... AMRFX	Sale (Full)	6 Apr 2023	$100,001 - $250,000	Asset held by William F. Hagerty SEP IRA
American Mutual Fund Clas... AMRFX	Sale (Full)	6 Apr 2023	$100,001 - $250,000	Asset held by William F. Hagerty IRA Rollover
SPDR S&P 500 SPY	Purchase	6 Apr 2023	$100,001 - $250,000	Asset held by William F. Hagerty IRA Rollover
Undiscovered Managers Beh... UBVLX	Sale (Full)	6 Apr 2023	$50,001 - $100,000	Asset held by William F. Hagerty IRA Rollover
Victory Trivalent Interna... MISIX	Sale (Full)	6 Apr 2023	$15,001 - $50,000	Asset held by William F. Hagerty IRA Rollover
New World Fund Inc. Class... NFFFX	Sale (Full)	6 Apr 2023	$50,001 - $100,000	Asset held by William F. Hagerty SEP IRA
SPDR Dow Jones Industrial... DIA	Purchase	6 Apr 2023	$50,001 - $100,000	Asset held by William F. Hagerty IRA Rollover
Vanguard Ultra-Short Bond... VUSB	Purchase	6 Apr 2023	$50,001 - $100,000	Asset held by William F. Hagerty SEP IRA
S&P 500 SPDR SPY	Purchase	6 Apr 2023	$100,001 - $250,000	Asset held by William F. Hagerty SEP IRA
New World Fund Inc. Class... NFFFX	Sale (Full)	6 Apr 2023	$50,001 - $100,000	Asset held by William F. Hagerty IRA Rollover
Amcap Fund Class F-2 Shar... AMCFX	Sale (Full)	6 Apr 2023	$100,001 - $250,000	Asset held by William F. Hagerty SEP IRA
S&P 500 Dividend Aristocr... NOBL	Purchase	6 Apr 2023	$50,001 - $100,000	Asset held in William F. Hagerty IRA Rollover
Principal Fds Inc. Real E... PIREX	Sale (Full)	6 Apr 2023	$50,001 - $100,000	Asset held by William F. Hagerty SEP IRA
Vanguard Ultra-Short Bond... VUSB	Sale (Partial)	17 Mar 2023	$250,001 - $500,000	Asset held by Roundstone Ventures LLC
American Funds Preservati... CPPAX	Sale (Partial)	12 Jan 2023	$1,001 - $15,000	n/a