Donald J. BaconFiling
Amendment Report | Filed on 09 Sept 2026
This congressional financial disclosure from Donald J. Bacon (amendment report) contains 72 stock trades. It was filed on 9 September 2026. Reported tickers include SLYV, VUG, SCHE, SPYV, SCHX, and 16 more. Under the STOCK Act, members of Congress must disclose securities transactions within 45 days.
This filing contains 61 transactions disclosed beyond the 45-day STOCK Act deadline, with the latest filed 120 days after the trade date. Only 15% of transactions met the disclosure requirement.
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STOCK Act Compliance Violation
This filing contains 61 transaction(s) that were filed more than 45 days after the transaction date, violating the STOCK Act requirement for timely disclosure.
Transactions
VUG | S (partial) | 4 Aug 2026 | $1,001 - $15,000 | Stevens Capital Partners Sold to rebalance portfolio. |
SCHX | S (partial) | 4 Aug 2026 | $365.34 | Stevens Capital Partners Sold to rebalance portfolio. |
SPYV | S (partial) | 4 Aug 2026 | $1,001 - $15,000 | Stevens Capital Partners Sold to rebalance portfolio. |
SCHD | P | 4 Aug 2026 | $1,001 - $15,000 | Stevens Capital Partners Purchased to rebalance portfolio. |
VUG | S (partial) | 4 Aug 2026 | $1,001 - $15,000 | Stevens Capital Partners Sold to rebalance portfolio. |
SCHD | P | 4 Aug 2026 | $1,001 - $15,000 | Stevens Capital Partners Purchased to rebalance portfolio. |
IVV | S (partial) | 4 Aug 2026 | $1,001 - $15,000 | Stevens Capital Partners Sold to rebalance portfolio. |
SCHD | P | 4 Aug 2026 | $1,001 - $15,000 | Stevens Capital Partners Purchased to rebalance portfolio. |
SPYV | S (partial) | 4 Aug 2026 | $1,001 - $15,000 | Stevens Capital Partners Sold to rebalance portfolio. |
IVV | S (partial) | 4 Aug 2026 | $1,001 - $15,000 | Stevens Capital Partners Sold to rebalance portfolio. |
VUG | S (partial) | 4 Aug 2026 | $1,001 - $15,000 | Stevens Capital Partners Sold to rebalance portfolio. |
SCHE | P | 20 Jul 2026 | $1,001 - $15,000 | Stevens Capital Partners purchased from rollover to invest into model. |
VUG | P | 20 Jul 2026 | $15,001 - $50,000 | Stevens Capital Partners purchased from rollover to invest into model. |
SLYV | P | 20 Jul 2026 | $1,001 - $15,000 | Stevens Capital Partners purchased from rollover to invest into model. |
SLYG | P | 20 Jul 2026 | $1,001 - $15,000 | Stevens Capital Partners purchased from rollover to invest into model. |
SCHC | P | 20 Jul 2026 | $1,001 - $15,000 | Stevens Capital Partners purchased from rollover to invest into model. |
Fidelity IRA Rollover ⇒ C... | P | 20 Jul 2026 | $15,001 - $50,000 | Stevens Capital Partners purchased from rollover to invest into model. |
IVV | P | 20 Jul 2026 | $50,001 - $100,000 | Stevens Capital Partners purchased from rollover to invest into model. |
Fidelity IRA Rollover ⇒ M... | P | 20 Jul 2026 | $15,001 - $50,000 | Stevens Capital Partners purchased from rollover to invest into model. |
VOE | P | 20 Jul 2026 | $1,001 - $15,000 | Stevens Capital Partners purchased from rollover to invest into model. |
SCHM | P | 20 Jul 2026 | $1,001 - $15,000 | Stevens Capital Partners purchased from rollover to invest into model. |
SCHF | P | 20 Jul 2026 | $15,001 - $50,000 | Stevens Capital Partners purchased from rollover to invest into model. |
SPYV | P | 20 Jul 2026 | $15,001 - $50,000 | Stevens Capital Partners purchased from rollover to invest into model. |
VUG | P | 15 Jul 2026 | $15,001 - $50,000 | Stevens Capital Partners purchased to invest into model. |
JIRE | P | 15 Jul 2026 | $1,001 - $15,000 | Stevens Capital Partners purchased to invest into model. |
DFSD | P | 15 Jul 2026 | $1,001 - $15,000 | Stevens Capital Partners purchased to invest into model. |
EVTR | P | 15 Jul 2026 | $1,001 - $15,000 | Stevens Capital Partners purchased to invest into model. |
SCHE | P | 15 Jul 2026 | $1,001 - $15,000 | Stevens Capital Partners purchased to invest into model. |
SCHC | P | 15 Jul 2026 | $1,001 - $15,000 | Stevens Capital Partners purchased to invest into model. |
VGK | P | 15 Jul 2026 | $1,001 - $15,000 | Stevens Capital Partners purchased to invest into model. |
SCHA | P | 15 Jul 2026 | $1,001 - $15,000 | Stevens Capital Partners purchased to invest into model. |
SPYV | P | 15 Jul 2026 | $1,001 - $15,000 | Stevens Capital Partners purchased to invest into model. |
SCHM | P | 15 Jul 2026 | $1,001 - $15,000 | Stevens Capital Partners purchased to invest into model. |
SCHX | P | 15 Jul 2026 | $1,001 - $15,000 | Stevens Capital Partners purchased to invest into model. |
SLYV | P | 15 Jul 2026 | $1,001 - $15,000 | Stevens Capital Partners purchased to invest into model. |
VOE | P | 15 Jul 2026 | $1,001 - $15,000 | Stevens Capital Partners purchased to invest into model. |
TESIX | S | 10 Jul 2026 | $50,001 - $100,000 | Stevens Capital Partners sold to invest into model. |
XSPIX | P | 25 Jun 2026 | $15,001 - $50,000 | Stevens Capital Partners Purchased this Interval Fund |
Fidelity IRA Rollover ⇒ B... | P | 10 Jun 2026 | $15,001 - $50,000 | Stevens Capital Partners purchased Zero Coupon Bond in portfolio |
Fidelity IRA Rollover ⇒ B... | P | 8 Jun 2026 | $15,001 - $50,000 | Stevens Capital Partners purchased Zero Coupon Bond in portfolio |
Fidelity IRA Rollover ⇒ C... | P | 3 Jun 2026 | $1,001 - $15,000 | Stevens Capital Partners purchased corporate bond |
Fidelity IRA Rollover ⇒ T... | P | 3 Jun 2026 | $1,001 - $15,000 | Stevens Capital Partners purchased corporate bond |
Fidelity IRA Rollover ⇒ O... | P | 3 Jun 2026 | $1,001 - $15,000 | Stevens Capital Partners purchased corporate bond |
Fidelity IRA Rollover ⇒ B... | P | 3 Jun 2026 | $1,001 - $15,000 | Stevens Capital Partners purchased corporate bond |
SLYV | P | 21 May 2026 | $1,001 - $15,000 | Stevens Capital Partners purchased 5/22/2026 |
SPYV | P | 21 May 2026 | $1,001 - $15,000 | Stevens Capital Partners purchased 5/22/2026 |
VOE | P | 21 May 2026 | $1,001 - $15,000 | Stevens Capital Partners purchased 5/22/2026 |
IVV | P | 21 May 2026 | $50,001 - $100,000 | Stevens Capital Partners purchased 5/22/2026 |
SCHE | P | 21 May 2026 | $1,001 - $15,000 | Stevens Capital Partners purchased 5/22/2026 |
SCHM | P | 21 May 2026 | $1,001 - $15,000 | Stevens Capital Partners purchased 5/22/2026 |
SPYV | P | 21 May 2026 | $15,001 - $50,000 | Stevens Capital Partners purchased 5/22/2026 |
SCHC | P | 21 May 2026 | $1,001 - $15,000 | Stevens Capital Partners purchased 5/22/2026 |
SCHM | P | 21 May 2026 | $1,001 - $15,000 | Stevens Capital Partners purchased 5/22/2026 |
VUG | P | 21 May 2026 | $1,001 - $15,000 | Stevens Capital Partners purchased 5/22/2026 |
SCHF | P | 21 May 2026 | $15,001 - $50,000 | Stevens Capital Partners purchased 5/22/2026 |
SPYV | P | 21 May 2026 | $1,001 - $15,000 | Stevens Capital Partners purchased 5/22/2026 |
IVV | P | 21 May 2026 | $1,001 - $15,000 | Stevens Capital Partners purchased 5/22/2026 |
XPMIX | P | 21 May 2026 | $15,001 - $50,000 | Stevens Capital Partners purchased 5/22/2026 |
VUG | P | 21 May 2026 | $15,001 - $50,000 | Stevens Capital Partners purchased 5/22/2026 |
SLYG | P | 21 May 2026 | $1,001 - $15,000 | Stevens Capital Partners purchased 5/22/2026 |
VOE | P | 21 May 2026 | $1,001 - $15,000 | Stevens Capital Partners purchased 5/22/2026 |
WLGAX | S | 20 May 2026 | $250,001 - $500,000 | - |
SPYV | P | 12 May 2026 | $1,001 - $15,000 | IRA Account managed by Stevens Capital Partners |
SCHC | P | 12 May 2026 | $1,001 - $15,000 | IRA Account managed by Stevens Capital Partners |
SCHF | P | 12 May 2026 | $15,001 - $50,000 | IRA Account managed by Stevens Capital Partners |
SLYG | P | 12 May 2026 | $1,001 - $15,000 | IRA Account managed by Stevens Capital Partners |
VUG | P | 12 May 2026 | $15,001 - $50,000 | IRA Account managed by Stevens Capital Partners |
IVV | P | 12 May 2026 | $15,001 - $50,000 | IRA Account managed by Stevens Capital Partners |
VOE | P | 12 May 2026 | $1,001 - $15,000 | IRA Account managed by Stevens Capital Partners |
SLYV | P | 12 May 2026 | $1,001 - $15,000 | IRA Account managed by Stevens Capital Partners |
SCHE | P | 12 May 2026 | $1,001 - $15,000 | IRA Account managed by Stevens Capital Partners |
SCHM | P | 12 May 2026 | $1,001 - $15,000 | IRA Account managed by Stevens Capital Partners |