Sean CastenFiling

Annual Report | Filed on 09 Aug 2024

This congressional financial disclosure from Sean Casten (annual report) contains 72 stock trades. It was filed on 9 August 2024. Reported tickers include SWPPX, VTSAX, VFSUX, QFVIX, SFILX, and 32 more. Under the STOCK Act, members of Congress must disclose securities transactions within 45 days.

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Politician Name

Sean Casten

Filing Type

Annual Report

Filed Date

09 Aug 2024

View Original Filing (PDF)

Transactions

72 transactions


Casten Shared Investments... VTSAX	P	20 Dec 2023	$1,001 - $15,000	-
Casten Shared Investments... JVMIX	P	19 Dec 2023	$1,001 - $15,000	-
Casten Shared Investments... VWO	S	18 Dec 2023	$1,001 - $15,000	-
Sean Casten 12/28/95 Trus... SFILX	P	15 Dec 2023	$1,001 - $15,000	-
Sean Casten 12/28/95 Trus... GTCSX	P	15 Dec 2023	$1,001 - $15,000	-
Schwab Acct ...3673 ⇒ Sch... SFILX	P	15 Dec 2023	$1,001 - $15,000	-
Schwab Acct ...3673 ⇒ The... GFAFX	P	15 Dec 2023	$15,001 - $50,000	-
Casten Shared Investments... RPTIX	P	13 Dec 2023	$1,001 - $15,000	-
Schwab IRA ⇒ Schwab S&P 5... SWPPX	P	8 Dec 2023	$1,001 - $15,000	-
Sean Casten 12/28/95 Trus... JAENX	P	7 Dec 2023	$1,001 - $15,000	-
Schwab Acct ...3673 ⇒ Jan... JAENX	P	7 Dec 2023	$1,001 - $15,000	-
Schwab IRA ⇒ Janus Hender... JAENX	P	7 Dec 2023	$1,001 - $15,000	-
Casten Shared Investments... MIPTX	S	4 Dec 2023	$1,001 - $15,000	-
Casten Shared Investments... VWO	P	4 Dec 2023	$1,001 - $15,000	-
Casten Shared Investments... QFVIX	S (partial)	1 Dec 2023	$15,001 - $50,000	-
Casten Shared Investments...	P	30 Nov 2023	$15,001 - $50,000	Carbon removal company
Schwab IRA ⇒ S&P MidCap I... SPMIX	P	30 Nov 2023	$1,001 - $15,000	-
Casten Shared Investments... MIPTX	S (partial)	17 Nov 2023	$1,001 - $15,000	-
Casten Shared Investments... JVMIX	S (partial)	6 Nov 2023	$1,001 - $15,000	-
Casten Shared Investments... JVMIX	S (partial)	2 Nov 2023	$1,001 - $15,000	-
Casten Shared Investments...	P	31 Oct 2023	$1,001 - $15,000	Carbon removal company
Casten Shared Investments... QFVIX	S (partial)	18 Oct 2023	$1,001 - $15,000	-
Casten Shared Investments... MIPTX	S (partial)	6 Oct 2023	$1,001 - $15,000	-
Schwab IRA ⇒ Fidelity Blu... FBGRX	P	8 Sept 2023	$1,001 - $15,000	-
Schwab Acct ...3673 ⇒ Sch... SWPPX	P	7 Sept 2023	$15,001 - $50,000	-
Sean Casten 12/28/95 Trus... SWPPX	P	7 Sept 2023	$15,001 - $50,000	-
Sean Casten 12/28/95 Trus... JAENX	P	7 Sept 2023	$15,001 - $50,000	-
Schwab Acct ...3673 ⇒ Jan... JAENX	P	7 Sept 2023	$15,001 - $50,000	-
Schwab IRA ⇒ T. Rowe Pric... TROSX	P	1 Aug 2023	$1,001 - $15,000	-
Schwab IRA ⇒ Vanguard Tot... VTIAX	P	1 Aug 2023	$1,001 - $15,000	-
Schwab IRA ⇒ S&P MidCap I... SPMIX	P	1 Aug 2023	$15,001 - $50,000	-
Schwab IRA ⇒ T. Rowe Pric... TRVLX	P	1 Aug 2023	$15,001 - $50,000	-
Schwab IRA ⇒ Focused Inte... AFCNX	P	1 Aug 2023	$15,001 - $50,000	-
Schwab IRA ⇒ Janus Hender... JAENX	P	31 Jul 2023	$50,001 - $100,000	-
Schwab IRA ⇒ Fidelity Blu... FBGRX	P	31 Jul 2023	$100,001 - $250,000	-
Schwab IRA ⇒ Schwab S&P 5... SWPPX	P	31 Jul 2023	$250,001 - $500,000	-
Fidelity 401k ⇒ Fidelity ... FSMDX	S	5 Jul 2023	$50,001 - $100,000	-
Fidelity 401k ⇒ Allspring... WFPRX	S	5 Jul 2023	$50,001 - $100,000	-
Fidelity 401k ⇒ American ... AVFIX	S	5 Jul 2023	$1,001 - $15,000	-
Fidelity 401k ⇒ Goldman S... GCIIX	S	5 Jul 2023	$15,001 - $50,000	-
Fidelity 401k ⇒ EuroPacif... RERGX	S	5 Jul 2023	$15,001 - $50,000	-
Fidelity 401k ⇒ Fidelity ... FBGRX	S	5 Jul 2023	$100,001 - $250,000	-
Fidelity 401k ⇒ Fidelity ... FXAIX	S	5 Jul 2023	$100,001 - $250,000	-
Fidelity 401k ⇒ Janus Hen... JMGRX	S	5 Jul 2023	$50,001 - $100,000	-
Fidelity 401k ⇒ AB Cap Fu... QUAZX	S	5 Jul 2023	$1,001 - $15,000	-
Fidelity 401k ⇒ Invesco D... DDFIX	S	5 Jul 2023	$15,001 - $50,000	-
Fidelity 401k ⇒ Fidelity ... FRESX	S	5 Jul 2023	$1,001 - $15,000	-
Fidelity 401k ⇒ Vanguard ... VTIAX	S	5 Jul 2023	$15,001 - $50,000	-
Casten Shared Investments... JVMIX	S (partial)	24 May 2023	$1,001 - $15,000	-
Casten Shared Investments... DFSTX	S (partial)	24 May 2023	$1,001 - $15,000	-
Casten Shared Investments... VTSAX	S (partial)	18 May 2023	$1,001 - $15,000	-
Casten Shared Investments... VFSUX	S	18 May 2023	$1,001 - $15,000	-
Casten Shared Investments... VFSUX	S (partial)	17 May 2023	$15,001 - $50,000	-
Casten Shared Investments...	P	17 May 2023	$15,001 - $50,000	Carbon removal company
Casten Shared Investments... VFSUX	S (partial)	10 Apr 2023	$15,001 - $50,000	-
Casten Shared Investments...	P	4 Apr 2023	$1,001 - $15,000	Carbon removal company
Casten Shared Investments...	P	1 Mar 2023	$50,001 - $100,000	EIF
Casten Shared Investments... QFVIX	P	20 Jan 2023	$50,001 - $100,000	-
Casten Shared Investments... JVMIX	P	20 Jan 2023	$50,001 - $100,000	-
Casten Shared Investments... DEMSX	S	20 Jan 2023	$50,001 - $100,000	-
Casten Shared Investments... SCUIX	S	20 Jan 2023	$50,001 - $100,000	-
Casten Shared Investments...	S	20 Jan 2023	$50,001 - $100,000	-
Casten Shared Investments... TBGVX	S	20 Jan 2023	$1,001 - $15,000	-
Casten Shared Investments... MIPTX	P	20 Jan 2023	$15,001 - $50,000	-
Casten Shared Investments... RPTIX	P	20 Jan 2023	$15,001 - $50,000	-
Casten Shared Investments... VFSUX	P	20 Jan 2023	$50,001 - $100,000	-
Casten Shared Investments... DFIEX	S	20 Jan 2023	$15,001 - $50,000	-
Casten Shared Investments... DFISX	S	20 Jan 2023	$15,001 - $50,000	-
Casten Shared Investments... DFGEX	S	20 Jan 2023	$50,001 - $100,000	-
Casten Shared Investments... FGROX	P	20 Jan 2023	$15,001 - $50,000	-
Casten Shared Investments... DISVX	S	20 Jan 2023	$15,001 - $50,000	-
Casten Shared Investments...	P	12 Jan 2023	$15,001 - $50,000	Carbon removal company.