Bill HagertyFiling

Annual Report | Filed on 11 Aug 2025

This congressional financial disclosure from Bill Hagerty (annual report) contains 22 stock trades. It was filed on 11 August 2025. Reported tickers include CPPAX, IBDP, EQC, CIPAX, IBDQ, and 1 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
11 Aug 2025
View Original Filing

Transactions

22 transactions
SNOXX - Schwab Treasury O...
Purchase12 Dec 2025$250,001 - $500,000Money market purchased by DC 4
CPPAX
Sale (Partial)27 Dec 2024$15,001 - $50,000-
CIPAX
Purchase27 Dec 2024$100,001 - $250,000-
IBDQ
Purchase20 Dec 2024$250,001 - $500,000Asset purchased by William F. Hagerty.
IBDP
Sale (Full)19 Dec 2024$100,001 - $250,000Asset sold by William F Hagerty.
EQC
Sale (Full)13 Dec 2024$1,001 - $15,000Asset sold by Roundstone Ventures LLC.
CPPAX
Sale (Partial)12 Dec 2024$15,001 - $50,000-
SNOXX - Schwab Treasury O...
Purchase12 Dec 2024$250,001 - $500,000Money market purchased by DC 3
SNOXX - Schwab Treasury O...
Purchase12 Dec 2024$250,001 - $500,000Money market purchased by DC 2
SNOXX - Schwab Treasury O...
Purchase12 Dec 2024$250,001 - $500,000Money market purchased by DC 1
CareBridge Company: RSV Q...
Sale (Full)10 Dec 2024$250,001 - $500,000Asset sold by DC 4.
CareBridge Company: RSV Q...
Sale (Full)10 Dec 2024$250,001 - $500,000Asset sold by DC 1.
CareBridge Company: RSV Q...
Sale (Full)10 Dec 2024$250,001 - $500,000Asset sold by DC 3.
CareBridge Company: RSV Q...
Sale (Full)10 Dec 2024$250,001 - $500,000Asset sold by DC 2.
Keysight Technologies Bon...
Sale (Full)30 Oct 2024$50,001 - $100,000Bond Matured 10/30/2024. Asset held in Roundstone Ventures LLC
ETRN EQT
Exchange22 Jul 2024$15,001 - $50,000While no immediate PTR required, provided to clearly denote basis for the r...
CPPAX
Sale (Partial)12 Jul 2024$50,001 - $100,000-
IBDP
Sale (Full)5 Jul 2024$15,001 - $50,000Asset sold by Roundstone Ventures LLC
IBDP
Sale (Partial)22 May 2024$15,001 - $50,000Asset sold by Roundstone Ventures LLC
IBDP
Sale (Partial)26 Mar 2024$1,001 - $15,000Asset sold by Roundstone Ventures LLC
IBDP
Sale (Partial)6 Mar 2024$15,001 - $50,000Asset sold by Roundstone Ventures LLC
IBDP
Sale (Partial)12 Jan 2024$100,001 - $250,000Asset sold by Roundstone Ventures LLC.
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