Pete RickettsFiling

Annual Report | Filed on 15 May 2024

This congressional financial disclosure from Pete Ricketts (annual report) contains 166 stock trades. It was filed on 15 May 2024. Reported tickers include VEA, PONPX, MMHIX, PRWAX, POLIX, and 55 more. Under the STOCK Act, members of Congress must disclose securities transactions within 45 days.

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Politician Name

Pete Ricketts

Filing Type

Annual Report

Filed Date

15 May 2024

View Original Filing

Transactions

166 transactions


Vanguard Tax-Exempt Bond ... VTEB	Purchase	19 Dec 2023	$100,001 - $250,000	-
Vanguard Tax-Exempt Bond ... VTEB	Purchase	12 Dec 2023	$100,001 - $250,000	-
Vanguard FTSE Developed M... VEA	Purchase	27 Nov 2023	$500,001 - $1,000,000	-
Vanguard Emerging Markets... VWO	Purchase	27 Nov 2023	$500,001 - $1,000,000	-
iShares National Muni Bon... MUB	Purchase	27 Nov 2023	$1,000,001 - $5,000,000	-
Vanguard Mid-Cap Index Fu... VO	Purchase	27 Nov 2023	$500,001 - $1,000,000	-
Vanguard Small-Cap Index ... VB	Purchase	27 Nov 2023	$500,001 - $1,000,000	-
Vanguard S&P 500 ETF (VOO... VOO	Purchase	27 Nov 2023	$1,000,001 - $5,000,000	-
iShares Core U.S. Aggrega... AGG	Sale (Full)	24 Oct 2023	$250,001 - $500,000	-
Vanguard Total Bond Marke... BND	Purchase	24 Oct 2023	$250,001 - $500,000	-
Schwab U.S. TIPS ETF (SCH... SCHP	Purchase	20 Oct 2023	$50,001 - $100,000	-
Verizon Communications In... VZ	Sale (Full)	21 Sept 2023	$50,001 - $100,000	-
Dimensional U.S. Small Ca... DFAS	Sale (Full)	21 Sept 2023	$50,001 - $100,000	-
Emerson Electric Company EMR	Sale (Full)	21 Sept 2023	$100,001 - $250,000	-
CVS Health Corporation Co... CVS	Sale (Full)	21 Sept 2023	$50,001 - $100,000	-
T. Rowe Price All-Cap Opp... PRWAX	Sale (Full)	21 Sept 2023	$100,001 - $250,000	-
Western Alliance Bancorp WAL	Sale (Full)	21 Sept 2023	$50,001 - $100,000	-
Nutrien Ltd NTR	Sale (Full)	21 Sept 2023	$50,001 - $100,000	-
UnitedHealth Group Incorp... UNH	Sale (Full)	21 Sept 2023	$100,001 - $250,000	-
Automatic Data Procs ADP	Sale (Full)	21 Sept 2023	$50,001 - $100,000	-
Equinor ASA EQNR	Sale (Full)	21 Sept 2023	$100,001 - $250,000	-
Abbott Laboratories ABT	Sale (Full)	21 Sept 2023	$100,001 - $250,000	-
Coca-Cola Company KO	Sale (Full)	21 Sept 2023	$100,001 - $250,000	-
Goldman Sachs GQG Ptnrs I... GSIMX	Sale (Full)	21 Sept 2023	$250,001 - $500,000	-
Berkshire Hathaway Cl B BRK.B	Sale (Full)	21 Sept 2023	$100,001 - $250,000	-
JPMorgan Income ETF (JPIE... JPIE	Sale (Full)	21 Sept 2023	$100,001 - $250,000	-
iShares Core S&P U.S. Gro... IUSG	Sale (Full)	21 Sept 2023	$100,001 - $250,000	-
Thornburg Strategic Incom... TSIIX	Sale (Full)	21 Sept 2023	$250,001 - $500,000	-
CF Industries Holdings, I... CF	Sale (Full)	21 Sept 2023	$50,001 - $100,000	-
FullerThaler Behavioral S... FTHSX	Sale (Full)	21 Sept 2023	$50,001 - $100,000	-
Merck & Company MRK	Sale (Full)	21 Sept 2023	$50,001 - $100,000	-
General Dynamics Corp GD	Sale (Full)	21 Sept 2023	$100,001 - $250,000	-
Prologis, Inc. Common Sto... PLD	Sale (Full)	21 Sept 2023	$50,001 - $100,000	-
Dimensional International... DFAI	Sale (Full)	21 Sept 2023	$250,001 - $500,000	-
Loomis Sayles Growth Y (L... LSGRX	Sale (Full)	21 Sept 2023	$100,001 - $250,000	-
GQG Partners Emerging Mar... GQGIX	Sale (Full)	21 Sept 2023	$50,001 - $100,000	-
McDonald's Corp MCD	Sale (Full)	21 Sept 2023	$100,001 - $250,000	-
Dimensional Emerging Core... DFAE	Sale (Full)	21 Sept 2023	$50,001 - $100,000	-
PONPX - Pimco Income Fund... PONPX	Sale (Full)	21 Sept 2023	$250,001 - $500,000	-
Vanguard Value Index Fund... VTV	Sale (Full)	21 Sept 2023	$100,001 - $250,000	-
Yum! Brands, Inc. YUM	Sale (Full)	21 Sept 2023	$50,001 - $100,000	-
APA Corporation - Common ... APA	Sale (Full)	21 Sept 2023	$50,001 - $100,000	-
Cubesmart CUBE	Sale (Full)	21 Sept 2023	$50,001 - $100,000	-
Union Pacific Corporation... UNP	Sale (Full)	21 Sept 2023	$100,001 - $250,000	-
Smead Value I1 (SVFFX) SVFFX	Sale (Full)	21 Sept 2023	$250,001 - $500,000	-
Procter & Gamble Company PG	Sale (Full)	21 Sept 2023	$100,001 - $250,000	-
Guggenheim Total Return B... GIBIX	Sale (Full)	21 Sept 2023	$250,001 - $500,000	-
Medtronic plc. Ordinary S... MDT	Sale (Full)	21 Sept 2023	$50,001 - $100,000	-
PNC Financial Services Gr... PNC	Sale (Full)	21 Sept 2023	$50,001 - $100,000	-
Johnson & Johnson JNJ	Sale (Full)	21 Sept 2023	$100,001 - $250,000	-
MainStay MacKay High Yiel... MMHIX	Sale (Full)	21 Sept 2023	$250,001 - $500,000	-
Philip Morris Internation... PM	Sale (Full)	21 Sept 2023	$100,001 - $250,000	-
Neuberger Berman Large Ca... NBPIX	Sale (Full)	21 Sept 2023	$250,001 - $500,000	-
FullerThaler Behavioral S... FTHSX	Sale (Full)	11 Sept 2023	$15,001 - $50,000	-
T. Rowe Price All-Cap Opp... PRWAX	Sale (Full)	11 Sept 2023	$50,001 - $100,000	-
PONPX - Pimco Income Fund... PONPX	Sale (Full)	11 Sept 2023	$100,001 - $250,000	-
Vanguard Value Index Fund... VTV	Sale (Full)	11 Sept 2023	$50,001 - $100,000	-
Dimensional Emerging Core... DFAE	Sale (Full)	11 Sept 2023	$15,001 - $50,000	-
Dimensional International... DFAI	Sale (Full)	11 Sept 2023	$100,001 - $250,000	-
iShares Core S&P U.S. Gro... IUSG	Sale (Full)	11 Sept 2023	$50,001 - $100,000	-
Guggenheim Total Return B... GIBIX	Sale (Full)	11 Sept 2023	$100,001 - $250,000	-
Dimensional U.S. Small Ca... DFAS	Sale (Full)	11 Sept 2023	$15,001 - $50,000	-
GQG Partners Emerging Mar... GQGIX	Sale (Full)	11 Sept 2023	$15,001 - $50,000	-
MainStay MacKay High Yiel... MMHIX	Sale (Full)	11 Sept 2023	$100,001 - $250,000	-
Thornburg Strategic Incom... TSIIX	Sale (Full)	11 Sept 2023	$100,001 - $250,000	-
Loomis Sayles Growth Y (L... LSGRX	Sale (Full)	11 Sept 2023	$100,001 - $250,000	-
Goldman Sachs GQG Ptnrs I... GSIMX	Sale (Full)	11 Sept 2023	$100,001 - $250,000	-
Smead Value I1 (SVFFX) SVFFX	Sale (Full)	11 Sept 2023	$100,001 - $250,000	-
JPMorgan Income ETF (JPIE... JPIE	Sale (Full)	11 Sept 2023	$50,001 - $100,000	-
Neuberger Berman Large Ca... NBPIX	Sale (Full)	11 Sept 2023	$100,001 - $250,000	-
MainStay MacKay High Yiel... MMHIX	Purchase	31 Aug 2023	$1,001 - $15,000	-
Guggenheim Total Return B... GIBIX	Purchase	31 Aug 2023	$1,001 - $15,000	-
MainStay MacKay High Yiel... MMHIX	Purchase	31 Jul 2023	$1,001 - $15,000	-
Guggenheim Total Return B... GIBIX	Purchase	31 Jul 2023	$1,001 - $15,000	-
PONPX - Pimco Income Fund... PONPX	Purchase	31 Jul 2023	$1,001 - $15,000	-
Vanguard Tax-Exempt Bond ... VTEB	Purchase	20 Jul 2023	$100,001 - $250,000	-
MainStay MacKay High Yiel... MMHIX	Purchase	30 Jun 2023	$1,001 - $15,000	-
PONPX - Pimco Income Fund... PONPX	Purchase	30 Jun 2023	$1,001 - $15,000	-
Guggenheim Total Return B... GIBIX	Purchase	30 Jun 2023	$1,001 - $15,000	-
Goldman Sachs GQG Ptnrs I... GSIMX	Sale (Partial)	7 Jun 2023	$15,001 - $50,000	-
FullerThaler Behavioral S... FTHSX	Sale (Partial)	7 Jun 2023	$15,001 - $50,000	-
JPMorgan Income ETF (JPIE... JPIE	Purchase	7 Jun 2023	$50,001 - $100,000	-
JPMorgan Ultra-Short Inco... JPST	Sale (Full)	7 Jun 2023	$50,001 - $100,000	-
Dimensional Emerging Core... DFAE	Sale (Partial)	7 Jun 2023	$50,001 - $100,000	-
Dimensional U.S. Small Ca... DFAS	Purchase	7 Jun 2023	$15,001 - $50,000	-
Cohen & Steers Real Asset... RAPIX	Sale (Full)	7 Jun 2023	$100,001 - $250,000	-
Cohen & Steers Real Asset... RAPIX	Sale (Full)	7 Jun 2023	$50,001 - $100,000	-
GQG Partners Emerging Mar... GQGIX	Purchase	7 Jun 2023	$15,001 - $50,000	-
Dimensional U.S. Small Ca... DFAS	Purchase	7 Jun 2023	$50,001 - $100,000	-
GQG Partners Emerging Mar... GQGIX	Purchase	7 Jun 2023	$50,001 - $100,000	-
Goldman Sachs GQG Ptnrs I... GSIMX	Sale (Partial)	7 Jun 2023	$100,001 - $250,000	-
JPMorgan Income ETF (JPIE... JPIE	Purchase	7 Jun 2023	$100,001 - $250,000	-
Dimensional International... DFAI	Purchase	7 Jun 2023	$250,001 - $500,000	-
Dimensional International... DFAI	Purchase	7 Jun 2023	$100,001 - $250,000	-
FullerThaler Behavioral S... FTHSX	Sale (Partial)	7 Jun 2023	$50,001 - $100,000	-
JPMorgan Ultra-Short Inco... JPST	Sale (Full)	7 Jun 2023	$100,001 - $250,000	-
Dimensional Emerging Core... DFAE	Sale (Partial)	4 Jun 2023	$15,001 - $50,000	-
Guggenheim Total Return B... GIBIX	Purchase	31 May 2023	$1,001 - $15,000	-
PONPX - Pimco Income Fund... PONPX	Purchase	31 May 2023	$1,001 - $15,000	-
MainStay MacKay High Yiel... MMHIX	Purchase	31 May 2023	$1,001 - $15,000	-
MainStay MacKay High Yiel... MMHIX	Purchase	3 May 2023	$15,001 - $50,000	-
MainStay MacKay High Yiel... MMHIX	Purchase	3 May 2023	$50,001 - $100,000	-
DWS RREEF Real Assets Ins... AAAZX	Sale (Full)	3 May 2023	$100,001 - $250,000	-
Guggenheim Total Return B... GIBIX	Purchase	3 May 2023	$50,001 - $100,000	-
DWS RREEF Real Assets Ins... AAAZX	Sale (Full)	3 May 2023	$50,001 - $100,000	-
Guggenheim Total Return B... GIBIX	Purchase	3 May 2023	$15,001 - $50,000	-
PONPX - Pimco Income Fund... PONPX	Purchase	28 Apr 2023	$1,001 - $15,000	-
Guggenheim Total Return B... GIBIX	Purchase	31 Mar 2023	$1,001 - $15,000	-
PONPX - Pimco Income Fund... PONPX	Purchase	31 Mar 2023	$1,001 - $15,000	-
PONPX - Pimco Income Fund... PONPX	Purchase	28 Feb 2023	$1,001 - $15,000	-
New York City Transitiona...	Purchase	9 Feb 2023	$50,001 - $100,000	-
Neuberger Berman Large Ca... NBPIX	Sale (Partial)	8 Feb 2023	$15,001 - $50,000	-
Guggenheim Total Return B... GIBIX	Purchase	8 Feb 2023	$1,001 - $15,000	-
Vanguard Value Index Fund... VTV	Purchase	8 Feb 2023	$1,001 - $15,000	-
MainStay MacKay High Yiel... MMHIX	Purchase	8 Feb 2023	$1,001 - $15,000	-
Guggenheim Total Return B... GIBIX	Purchase	8 Feb 2023	$1,001 - $15,000	-
iShares Core S&P U.S. Gro... IUSG	Purchase	8 Feb 2023	$1,001 - $15,000	-
DWS RREEF Real Assets Ins... AAAZX	Purchase	8 Feb 2023	$1,001 - $15,000	-
Cohen & Steers Real Asset... RAPIX	Purchase	8 Feb 2023	$1,001 - $15,000	-
FullerThaler Behavioral S... FTHSX	Purchase	8 Feb 2023	$50,001 - $100,000	-
Smead Value I1 (SVFFX) SVFFX	Sale (Partial)	8 Feb 2023	$100,001 - $250,000	-
FullerThaler Behavioral S... FTHSX	Purchase	8 Feb 2023	$100,001 - $250,000	-
Smead Value I1 (SVFFX) SVFFX	Sale (Partial)	8 Feb 2023	$50,001 - $100,000	-
MainStay MacKay High Yiel... MMHIX	Purchase	8 Feb 2023	$1,001 - $15,000	-
Thornburg Strategic Incom... TSIIX	Purchase	8 Feb 2023	$1,001 - $15,000	-
PONPX - Pimco Income Fund... PONPX	Purchase	8 Feb 2023	$1,001 - $15,000	-
Goldman Sachs GQG Ptnrs I... GSIMX	Purchase	8 Feb 2023	$1,001 - $15,000	-
Dimensional Emerging Core... DFAE	Purchase	8 Feb 2023	$1,001 - $15,000	-
Neuberger Berman Large Ca... NBPIX	Sale (Partial)	8 Feb 2023	$100,001 - $250,000	-
Georgia State General Obl...	Sale (Full)	6 Feb 2023	$100,001 - $250,000	-
Aubrey Texas Indpt Sch Di...	Sale (Full)	26 Jan 2023	$50,001 - $100,000	-
Cohen & Steers Real Asset... RAPIX	Purchase	24 Jan 2023	$100,001 - $250,000	-
SPDR SSgA Multi-Asset Rea... RLY	Sale (Full)	24 Jan 2023	$500,001 - $1,000,000	-
Dimensional Emerging Core... DFAE	Purchase	24 Jan 2023	$50,001 - $100,000	-
PONPX - Pimco Income Fund... PONPX	Purchase	24 Jan 2023	$50,001 - $100,000	-
T. Rowe Price All-Cap Opp... PRWAX	Purchase	24 Jan 2023	$50,001 - $100,000	-
iShares Core U.S. Aggrega... AGG	Sale (Full)	24 Jan 2023	$250,001 - $500,000	-
Loomis Sayles Growth Y (L... LSGRX	Purchase	24 Jan 2023	$15,001 - $50,000	-
iShares Core S&P U.S. Gro... IUSG	Purchase	24 Jan 2023	$50,001 - $100,000	-
DWS RREEF Real Assets Ins... AAAZX	Purchase	24 Jan 2023	$100,001 - $250,000	-
SPDR Nuveen Bloomberg Hig... HYMB	Sale (Full)	24 Jan 2023	$250,001 - $500,000	-
Massachusetts State Gener...	Sale (Full)	24 Jan 2023	$100,001 - $250,000	-
MainStay MacKay High Yiel... MMHIX	Purchase	24 Jan 2023	$250,001 - $500,000	-
Thornburg Strategic Incom... TSIIX	Purchase	24 Jan 2023	$50,001 - $100,000	-
Guggenheim Total Return B... GIBIX	Purchase	24 Jan 2023	$250,001 - $500,000	-
iShares Russell 1000 Grow... IWF	Sale (Full)	24 Jan 2023	$100,001 - $250,000	-
New York General Obligati...	Sale (Full)	18 Jan 2023	$100,001 - $250,000	-
T. Rowe Price All-Cap Opp... PRWAX	Purchase	12 Jan 2023	$100,001 - $250,000	-
Polen Growth Institutiona... POLIX	Sale (Full)	12 Jan 2023	$50,001 - $100,000	-
Cohen & Steers Real Asset... RAPIX	Sale (Partial)	12 Jan 2023	$15,001 - $50,000	-
DWS RREEF Real Assets Ins... AAAZX	Sale (Partial)	12 Jan 2023	$15,001 - $50,000	-
Thornburg Strategic Incom... TSIIX	Purchase	12 Jan 2023	$100,001 - $250,000	-
JPMorgan Ultra-Short Inco... JPST	Sale (Partial)	12 Jan 2023	$100,001 - $250,000	-
Guggenheim Total Return B... GIBIX	Purchase	12 Jan 2023	$1,001 - $15,000	-
BlackRock Ultra Short-Ter... ICSH	Sale (Full)	12 Jan 2023	$100,001 - $250,000	-
Thornburg Strategic Incom... TSIIX	Purchase	12 Jan 2023	$100,001 - $250,000	-
PONPX - Pimco Income Fund... PONPX	Purchase	12 Jan 2023	$100,001 - $250,000	-
BlackRock Ultra Short-Ter... ICSH	Sale (Full)	12 Jan 2023	$250,001 - $500,000	-
iShares Core S&P U.S. Gro... IUSG	Purchase	12 Jan 2023	$1,001 - $15,000	-
Dimensional Emerging Core... DFAE	Purchase	12 Jan 2023	$100,001 - $250,000	-
PONPX - Pimco Income Fund... PONPX	Purchase	12 Jan 2023	$100,001 - $250,000	-
T. Rowe Price All-Cap Opp... PRWAX	Purchase	12 Jan 2023	$50,001 - $100,000	-
Goldman Sachs GQG Ptnrs I... GSIMX	Purchase	12 Jan 2023	$1,001 - $15,000	-
JPMorgan Ultra-Short Inco... JPST	Sale (Partial)	12 Jan 2023	$50,001 - $100,000	-
Dimensional Emerging Core... DFAE	Purchase	12 Jan 2023	$50,001 - $100,000	-
MainStay MacKay High Yiel... MMHIX	Purchase	12 Jan 2023	$1,001 - $15,000	-