Max MillerFiling

Annual Report | Filed on 05 Aug 2024

This congressional financial disclosure from Max Miller (annual report) contains 50 stock trades. It was filed on 5 August 2024. Reported tickers include FSMDX, LLDYX, PHYZX, BSGLX, FDRXX, and 13 more. Under the STOCK Act, members of Congress must disclose securities transactions within 45 days.

Want to automatically copy Pelosi trades?

Mirror Nancy Pelosi's portfolio with just one click on eToro.

Claim Free Asset Copy Automatically with eToro

Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk.

Past Performance is not an indication of future results.

Politician Name

Max Miller

Filing Type

Annual Report

Filed Date

05 Aug 2024

View Original Filing (PDF)

Transactions

50 transactions


2009 Trust ⇒ The Merger F... MERIX	P	20 Dec 2023	$1,001 - $15,000	-
2012 Trust ⇒ Elliot Assoc...	P	20 Dec 2023	$15,001 - $50,000	Capital Call for Elliot Associates, LP
2012 Trust ⇒ AIX Ventures...	P	19 Dec 2023	$1,001 - $15,000	Capital call for AIX Ventures Fund II, LP
2009 Trust ⇒ Fidelity 500... FXAIX	P	15 Dec 2023	$1,001 - $15,000	-
2012 Trust ⇒ New Water Ca...	P	12 Dec 2023	$982.18	Capital Call - New Water Capital Partners II, LP
2012 Trust ⇒ AIX Ventures...	P	30 Oct 2023	$1,001 - $15,000	Capital Call - AIX Ventures Fund II, LP (GLAS Funds, LP)
2012 Trust ⇒ New Water Ca...	P	12 Oct 2023	$982.18	Capital Call for investment
Individual - Emily ⇒ Fide... FDRXX	S (partial)	10 Oct 2023	$100,001 - $250,000	-
2012 Trust ⇒ Mercato Part...	P	7 Oct 2023	$836.89	Mercato Partners Traverse IV LP; capital call for private equity investment
Individual - Emily ⇒ US T...	P	6 Oct 2023	$100,001 - $250,000	-
1989 Trust ⇒ Vanguard S&P... VOO	S (partial)	6 Oct 2023	$15,001 - $50,000	-
1989 Trust ⇒ Vanguard Mid... VO	S (partial)	6 Oct 2023	$1,001 - $15,000	-
1989 Trust ⇒ JPMorgan Equ... JEPI	S (partial)	6 Oct 2023	$1,001 - $15,000	-
2009 Trust ⇒ Fidelity 500... FXAIX	P	6 Oct 2023	$1,001 - $15,000	-
1989 Trust ⇒ The Merger F... MERIX	S (partial)	22 Sept 2023	$15,001 - $50,000	-
2009 Trust ⇒ Fidelity Cas... FDRXX	P	20 Sept 2023	$1,001 - $15,000	-
1989 Trust ⇒ PGIM High Yi... PHYZX	S (partial)	6 Sept 2023	$1,001 - $15,000	-
2009 Trust ⇒ Fidelity Cas... FDRXX	P	31 Aug 2023	$100,001 - $250,000	-
1989 Trust ⇒ The Merger F... MERIX	S	22 Aug 2023	$15,001 - $50,000	-
Individual - Emily ⇒ Fide... FDRXX	S (partial)	7 Aug 2023	$1,001 - $15,000	-
2012 Trust ⇒ Elliot Assoc...	P	29 Jun 2023	$15,001 - $50,000	-
1989 Trust ⇒ Vanguard Ult... VUSFX	S (partial)	26 May 2023	$50,001 - $100,000	-
Individual - Emily ⇒ Fide... FDRXX	P	23 May 2023	$100,001 - $250,000	-
Revocable Trust ⇒ Baillie... BSGLX	S	11 May 2023	$1,001 - $15,000	-
Revocable Trust ⇒ Mondria... MPGVX	S	11 May 2023	$1,001 - $15,000	-
Revocable Trust ⇒ Ninety ... ZGFIX	S	11 May 2023	$1,001 - $15,000	-
Revocable Trust ⇒ Vanguar... VOO	S	11 May 2023	$1,001 - $15,000	-
Revocable Trust ⇒ iShares... EMXC	S	11 May 2023	$1,001 - $15,000	-
Revocable Trust ⇒ Nationw... NWXVX	S	11 May 2023	$1,001 - $15,000	-
Revocable Trust ⇒ The Mer... MERIX	S	11 May 2023	$1,001 - $15,000	-
Revocable Trust ⇒ Fidelit... FSMDX	S	9 May 2023	$1,001 - $15,000	-
2012 Trust ⇒ Lord Abbett ... LLDYX	P	9 May 2023	$1,001 - $15,000	-
2009 Trust ⇒ Baillie Giff... BSGLX	P	9 May 2023	$15,001 - $50,000	-
1989 Trust ⇒ PGIM High Yi... PHYZX	S (partial)	9 May 2023	$1,001 - $15,000	-
2009 Trust ⇒ Vanguard Tot... VBTLX	S	9 May 2023	$15,001 - $50,000	-
2009 Trust ⇒ PGIM High Yi... PHYZX	S (partial)	9 May 2023	$15,001 - $50,000	-
2012 Trust ⇒ PGIM High Yi... PHYZX	S	9 May 2023	$1,001 - $15,000	-
1989 Trust ⇒ Lord Abbett ... LLDYX	P	9 May 2023	$1,001 - $15,000	-
2009 Trust ⇒ Vanguard Tot... VT	S	9 May 2023	$15,001 - $50,000	-
Roth IRA - Emily ⇒ PGIM T... PDBZX	P	9 May 2023	$1,001 - $15,000	-
2009 Trust ⇒ PGIM Total R... PDBZX	P	9 May 2023	$15,001 - $50,000	-
2009 Trust ⇒ Lord Abbett ... LLDYX	P	9 May 2023	$15,001 - $50,000	-
Roth IRA - Emily ⇒ PGIM H... PHYZX	S (partial)	9 May 2023	$1,001 - $15,000	-
Individual - Emily ⇒ Fide... FDRXX	S (partial)	18 Apr 2023	$100,001 - $250,000	-
Individual - Emily ⇒ Fide... FDRXX	P	14 Apr 2023	$100,001 - $250,000	-
2012 Trust ⇒ New Water Ca...	P	17 Feb 2023	$1,001 - $15,000	-
2012 Trust ⇒ Mercato Part...	P	15 Feb 2023	$1,001 - $15,000	-
2012 Trust ⇒ US Treasury ...	S	17 Jan 2023	$100,001 - $250,000	-
Revocable Trust ⇒ US Trea...	S	17 Jan 2023	$100,001 - $250,000	-
2012 Trust ⇒ New Water Ca...	P	6 Jan 2023	$1,001 - $15,000	-