Dan SullivanFiling

Annual Report | Filed on 16 Aug 2021

This congressional financial disclosure from Dan Sullivan (annual report) contains 90 stock trades. It was filed on 16 August 2021. Reported tickers include TGVIX, EFV, TSEGX, OANIX, CCALX, and 20 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 Portfolio

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

Dan Sullivan

Filing Type

Annual Report

Filed Date

16 Aug 2021

View Original Filing (PDF)

Transactions

90 transactions


Dodge & Cox Stock Fund DODGX	Purchase	16 Nov 2020	$15,001 - $50,000	Dependent Child. n/a
American Beacon The Londo... ABCIX	Sale (Full)	16 Nov 2020	$15,001 - $50,000	Dependent Child. n/a
American Beacon The Londo... ABCIX	Sale (Full)	16 Nov 2020	$15,001 - $50,000	Dependent Child. n/a
Dodge & Cox Stock Fund DODGX	Purchase	16 Nov 2020	$15,001 - $50,000	Dependent Child. n/a
Dodge & Cox Stock Fund DODGX	Purchase	16 Nov 2020	$15,001 - $50,000	Dependent Child. n/a
American Beacon The Londo... ABCIX	Sale (Full)	16 Nov 2020	$15,001 - $50,000	Dependent Child. n/a
Glenmede Quantitative U.S... GTLOX	Purchase	5 Nov 2020	$1,001 - $15,000	Dependent Child. n/a
Harbor Capital Appreciati... HNACX	Sale (Partial)	5 Nov 2020	$1,001 - $15,000	Dependent Child. n/a
Glenmede Quantitative U.S... GTLOX	Purchase	5 Nov 2020	$1,001 - $15,000	Dependent Child. n/a
Hartford Schroders Intern... SIDRX	Purchase	5 Nov 2020	$1,001 - $15,000	Dependent Child. n/a
Vanguard PRIMECAP Fund Ad... VPMAX	Sale (Partial)	5 Nov 2020	$1,001 - $15,000	Dependent Child. n/a
Touchstone Sands Capital ... TSEGX	Purchase	5 Nov 2020	$1,001 - $15,000	Dependent Child. n/a
Thornburg International E... TGVIX	Purchase	4 Nov 2020	$1,001 - $15,000	Dependent Child. n/a
Thornburg International E... TGVIX	Purchase	4 Nov 2020	$1,001 - $15,000	Dependent Child. n/a
Conestoga Small Cap Insti... CCALX	Sale (Full)	4 Nov 2020	$1,001 - $15,000	Dependent Child. n/a
Oakmark International Fun... OANIX	Sale (Full)	4 Nov 2020	$1,001 - $15,000	Dependent Child. n/a
Vanguard PRIMECAP Fund Ad... VPMAX	Sale (Partial)	4 Nov 2020	$15,001 - $50,000	Dependent Child. n/a
Polen U.S. Small Company ... PBSIX	Purchase	4 Nov 2020	$1,001 - $15,000	Dependent Child. n/a
Oakmark International Fun... OANIX	Sale (Full)	4 Nov 2020	$1,001 - $15,000	Dependent Child. n/a
Harbor Small Cap Value Fu... HNVRX	Purchase	4 Nov 2020	$1,001 - $15,000	Dependent Child. n/a
iShares S&P Small-Cap 600... IJT	Sale (Full)	4 Nov 2020	$1,001 - $15,000	Dependent Child. n/a
Polen U.S. Small Company ... PBSIX	Purchase	4 Nov 2020	$1,001 - $15,000	Dependent Child. n/a
WCM Focused International... WCMIX	Purchase	4 Nov 2020	$1,001 - $15,000	Dependent Child. n/a
DFA T.A. World ex U.S. Co... DFTWX	Sale (Full)	4 Nov 2020	$1,001 - $15,000	Dependent Child. n/a
WCM Focused International... WCMIX	Purchase	4 Nov 2020	$1,001 - $15,000	Dependent Child. n/a
Vanguard PRIMECAP Fund Ad... VPMAX	Sale (Partial)	4 Nov 2020	$1,001 - $15,000	Dependent Child. n/a
iShares MSCI EAFE Min Vol... EFAV	Sale (Full)	4 Nov 2020	$1,001 - $15,000	Dependent Child. n/a
American Beacon The Londo... ABCIX	Purchase	4 Nov 2020	$15,001 - $50,000	Dependent Child. n/a
Hartford Schroders Intern... SIDRX	Purchase	4 Nov 2020	$1,001 - $15,000	Dependent Child. n/a
Touchstone Sands Capital ... TSEGX	Purchase	4 Nov 2020	$1,001 - $15,000	Dependent Child. n/a
iShares S&P Small-Cap 600... IJT	Sale (Full)	4 Nov 2020	$1,001 - $15,000	Dependent Child. n/a
DFA T.A. World ex U.S. Co... DFTWX	Sale (Full)	4 Nov 2020	$1,001 - $15,000	Dependent Child. n/a
Conestoga Small Cap Insti... CCALX	Sale (Full)	4 Nov 2020	$1,001 - $15,000	Dependent Child. n/a
Harbor Small Cap Value Fu... HNVRX	Purchase	4 Nov 2020	$1,001 - $15,000	Dependent Child. n/a
Polen U.S. Small Company ... PBSIX	Purchase	28 Oct 2020	$1,001 - $15,000	Dependent Child. n/a
Touchstone Sands Capital ... TSEGX	Purchase	27 Oct 2020	$1,001 - $15,000	Dependent Child. n/a
WCM Focused International... WCMIX	Purchase	27 Oct 2020	$1,001 - $15,000	Dependent Child. n/a
iShares S&P Small-Cap 600... IJT	Sale (Full)	27 Oct 2020	$1,001 - $15,000	Dependent Child. n/a
Vanguard PRIMECAP Fund Ad... VPMAX	Sale (Partial)	27 Oct 2020	$1,001 - $15,000	Dependent Child. n/a
Glenmede Quantitative U.S... GTLOX	Purchase	27 Oct 2020	$1,001 - $15,000	Dependent Child. n/a
Oakmark International Fun... OANIX	Sale (Full)	27 Oct 2020	$1,001 - $15,000	Dependent Child. n/a
Conestoga Small Cap Insti... CCALX	Sale (Full)	27 Oct 2020	$1,001 - $15,000	Dependent Child. n/a
iShares MSCI EAFE Min Vol... EFAV	Sale (Full)	27 Oct 2020	$1,001 - $15,000	Dependent Child. n/a
Harbor Small Cap Value Fu... HNVRX	Purchase	27 Oct 2020	$1,001 - $15,000	Dependent Child. n/a
Hartford Schroders Intern... SIDRX	Purchase	27 Oct 2020	$1,001 - $15,000	Dependent Child. n/a
DFA T.A. World ex U.S. Co... DFTWX	Sale (Full)	27 Oct 2020	$1,001 - $15,000	Dependent Child. n/a
Thornburg International E... TGVIX	Purchase	27 Oct 2020	$1,001 - $15,000	Dependent Child. n/a
RPM International Inc. RPM	Sale (Partial)	16 Jun 2020	$50,001 - $100,000	Joint. The filer's portfolio is managed by a third party investment profess...
RPM International Inc. RPM	Sale (Partial)	16 Jun 2020	$50,001 - $100,000	Joint. Duplicate transaction (previously submitted on PTR).
RPM International Inc. RPM	Sale (Partial)	18 May 2020	$50,001 - $100,000	Joint. Duplicate transaction (previously submitted on PTR).
RPM International Inc. RPM	Sale (Partial)	18 May 2020	$50,001 - $100,000	Joint. The filer's portfolio is managed by a third party investment profess...
iShares Russell 1000 Valu... IWD	Sale (Partial)	18 Mar 2020	$15,001 - $50,000	Joint. n/a
Glenmede Small Cap Equity... GTCSX	Sale (Full)	4 Mar 2020	$1,001 - $15,000	n/a
Polen Growth Fund Institu... POLIX	Purchase	4 Mar 2020	$1,001 - $15,000	n/a
WCM Focused International... WCMIX	Purchase	4 Mar 2020	$1,001 - $15,000	n/a
Harbor Capital Appreciati... HNACX	Sale (Full)	4 Mar 2020	$1,001 - $15,000	n/a
iShares Core S&P Small-Ca... IJR	Purchase	3 Mar 2020	$1,001 - $15,000	n/a
WCM Focused International... WCMIX	Purchase	27 Feb 2020	$50,001 - $100,000	Joint. The filer's portfolio is managed by a third party investment profess...
RPM International Inc. RPM	Sale (Partial)	27 Feb 2020	$50,001 - $100,000	Joint. The filer's portfolio is managed by a third party investment profess...
WCM Focused International... WCMIX	Purchase	27 Feb 2020	$50,001 - $100,000	Joint. Duplicate transaction (previously submitted on PTR).
RPM International Inc. RPM	Sale (Partial)	27 Feb 2020	$50,001 - $100,000	Joint. Duplicate transaction (previously submitted on PTR).
Oakmark International Fun... OANIX	Purchase	7 Feb 2020	$1,001 - $15,000	Dependent Child. n/a
Dodge & Cox International... DODFX	Sale (Full)	7 Feb 2020	$1,001 - $15,000	Dependent Child. n/a
Oakmark International Fun... OANIX	Purchase	7 Feb 2020	$1,001 - $15,000	Dependent Child. n/a
Harbor Capital Appreciati... HNACX	Sale (Partial)	7 Feb 2020	$1,001 - $15,000	Dependent Child. n/a
Vanguard PRIMECAP Fund Ad... VPMAX	Sale (Partial)	7 Feb 2020	$1,001 - $15,000	Dependent Child. n/a
American Beacon The Londo... ABCIX	Purchase	7 Feb 2020	$1,001 - $15,000	Dependent Child. n/a
Harbor Capital Appreciati... HNACX	Sale (Partial)	7 Feb 2020	$1,001 - $15,000	Dependent Child. n/a
Vanguard PRIMECAP Fund Ad... VPMAX	Sale (Partial)	7 Feb 2020	$1,001 - $15,000	Dependent Child. n/a
DFA T.A. World ex U.S. Co... DFTWX	Purchase	7 Feb 2020	$1,001 - $15,000	Dependent Child. n/a
Harbor Small Cap Value Fu... HNVRX	Sale (Full)	7 Feb 2020	$1,001 - $15,000	Dependent Child. n/a
Harbor Small Cap Value Fu... HNVRX	Sale (Full)	7 Feb 2020	$1,001 - $15,000	Dependent Child. n/a
DFA T.A. World ex U.S. Co... DFTWX	Purchase	7 Feb 2020	$1,001 - $15,000	Dependent Child. n/a
Dodge & Cox International... DODFX	Sale (Full)	7 Feb 2020	$1,001 - $15,000	Dependent Child. n/a
Matthews Pacific Tiger Fu... MIPTX	Purchase	7 Feb 2020	$1,001 - $15,000	Dependent Child. n/a
Matthews Pacific Tiger Fu... MIPTX	Purchase	7 Feb 2020	$1,001 - $15,000	Dependent Child. n/a
iShares MSCI EAFE Value E... EFV	Sale (Full)	6 Feb 2020	$1,001 - $15,000	Dependent Child. n/a
DFA T.A. World ex U.S. Co... DFTWX	Purchase	6 Feb 2020	$1,001 - $15,000	Dependent Child. n/a
iShares MSCI EAFE Min Vol... EFAV	Purchase	6 Feb 2020	$1,001 - $15,000	Dependent Child. n/a
iShares MSCI EAFE Min Vol... EFAV	Purchase	6 Feb 2020	$1,001 - $15,000	Dependent Child. n/a
iShares S&P Small-Cap 600... IJT	Purchase	6 Feb 2020	$1,001 - $15,000	Dependent Child. n/a
iShares S&P Small-Cap 600... IJT	Purchase	6 Feb 2020	$1,001 - $15,000	Dependent Child. n/a
iShares MSCI EAFE Value E... EFV	Sale (Full)	6 Feb 2020	$1,001 - $15,000	Dependent Child. n/a
Oakmark International Fun... OANIX	Purchase	6 Feb 2020	$1,001 - $15,000	Dependent Child. n/a
Dodge & Cox International... DODFX	Sale (Full)	6 Feb 2020	$1,001 - $15,000	Dependent Child. n/a
Harbor Small Cap Value Fu... HNVRX	Sale (Full)	6 Feb 2020	$1,001 - $15,000	Dependent Child. n/a
iShares S&P Small-Cap 600... IJT	Purchase	6 Feb 2020	$1,001 - $15,000	Dependent Child. n/a
iShares MSCI EAFE Value E... EFV	Sale (Full)	6 Feb 2020	$1,001 - $15,000	Dependent Child. n/a
Conestoga Small Cap Insti... CCALX	Purchase	6 Feb 2020	$1,001 - $15,000	Dependent Child. n/a
AMG TimesSquare Small Cap... TSCIX	Sale (Full)	6 Feb 2020	$1,001 - $15,000	Dependent Child. n/a