David SchweikertFiling
Annual Report | Filed on 13 Aug 2019
This congressional financial disclosure from David Schweikert (annual report) contains 19 stock trades. It was filed on 13 August 2019. Reported tickers include MDSWX, BGRIX, PEQSX, CSGEX, MDLVX, and 3 more. Under the STOCK Act, members of Congress must disclose securities transactions within 45 days.
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Politician Name
David SchweikertFiling Type
Annual Report
Filed Date
13 Aug 2019
Transactions
19 transactions
SESC - 401(K) ⇒ Blackrock... | P | 26 Dec 2018 | $1,001 - $15,000 | Employee/Employer Contributions to 401k Plan |
PEQSX | P | 26 Dec 2018 | $1,001 - $15,000 | Reinvestment of Capital Gains |
INSURANCE ⇒ SFT CORE BOND... | P | 30 Nov 2018 | $1,001 - $15,000 | Reallocation of funds executed by manager. |
INSURANCE ⇒ SFT MTG SEC C... | S | 30 Nov 2018 | $1,001 - $15,000 | Previously listed as "SFTADV MTG SEC C2." Reallocation of funds executed by... |
BGRIX | P | 29 Nov 2018 | $1,001 - $15,000 | Reinvestment of capital gains |
SESC - 401(K) ⇒ BlackRock... | P | 14 Nov 2018 | $1,001 - $15,000 | Employee/Employer Contributions to 401k Plan |
SESC - 401(K) ⇒ BlackRock... | P | 31 Oct 2018 | $1,001 - $15,000 | Employee/Employer Contributions to 401k Plan |
PEQSX | P | 31 Aug 2018 | $15,001 - $50,000 | Rebalancing of funds executed by manager. |
457(B) PLAN ⇒ LOOMIS VAL ... | S | 31 Aug 2018 | $15,001 - $50,000 | Rebalancing of funds executed by manager. |
457(B) PLAN ⇒ LOOMIS VAL ... | P | 24 Jul 2018 | $1,001 - $15,000 | Reinvestment of Capital Gains |
SESC - 401(K) ⇒ BlackRock... | P | 3 Apr 2018 | $100,001 - $250,000 | Rollover funds from previous 401k |
MDLVX | S | 2 Apr 2018 | $15,001 - $50,000 | Asset sold and rolled over into new 401k plan. |
CIGAX | S | 2 Apr 2018 | $1,001 - $15,000 | Asset sold and rolled over into new 401k plan. |
CSGEX | S | 2 Apr 2018 | $50,001 - $100,000 | Asset sold and rolled over into new 401k |
MDLOX | S | 2 Apr 2018 | $15,001 - $50,000 | Asset sold and rolled over into new 401k plan. |
MDILX | S | 2 Apr 2018 | $15,001 - $50,000 | Asset sold and rolled over into new 401k plan. |
MDSWX | S | 15 Mar 2018 | $50,001 - $100,000 | Reallocation of funds executed by manager |
CSGEX | P | 15 Mar 2018 | $50,001 - $100,000 | Reallocation of funds executed by manager. |
SESC - 401(K) ⇒ BlackRock... | P | 12 Mar 2018 | $1,001 - $15,000 | Employee/Employer Contributions to 401k Plan |