Peter WelchFiling

Annual Report | Filed on 13 Aug 2022

This congressional financial disclosure from Peter Welch (annual report) contains 133 stock trades. It was filed on 13 August 2022. Reported tickers include MORT, LEMB, UN, ICLN, XLU, and 66 more. Under the STOCK Act, members of Congress must disclose securities transactions within 45 days.

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Politician Name

Peter Welch

Filing Type

Annual Report

Filed Date

13 Aug 2022

View Original Filing (PDF)

Transactions

133 transactions


Fidelity Brokerage #2 ⇒ V... MORT	S (partial)	31 Dec 2021	$50,001 - $100,000	-
TD Ameritrade - Brokerage... ILF	S	31 Dec 2021	$50,001 - $100,000	-
Fidelity Brokerage #1 ⇒ i... EWZ	S (partial)	30 Dec 2021	$100,001 - $250,000	-
Fidelity Brokerage #1 ⇒ i... EEMA	S (partial)	30 Dec 2021	$50,001 - $100,000	-
Vanguard - Brokerage ⇒ Va... VTI	P	30 Dec 2021	$1,001 - $15,000	-
Fidelity Brokerage #1 ⇒ F... FDGRX	P	28 Dec 2021	$15,001 - $50,000	-
TIAA ⇒ TIAA CREF Large-Ca...	S (partial)	28 Dec 2021	$1,001 - $15,000	-
TIAA ⇒ TIAA Traditional	S (partial)	28 Dec 2021	$1,001 - $15,000	-
TIAA ⇒ TIAA CREF Global E...	S (partial)	28 Dec 2021	$1,001 - $15,000	-
Vanguard - Brokerage ⇒ Va... VXUS	P	23 Dec 2021	$1,001 - $15,000	-
Fidelity Brokerage #1 ⇒ F... FCNTX	P	10 Dec 2021	$1,001 - $15,000	-
Fidelity Brokerage #1 ⇒ F... FAGIX	P	3 Dec 2021	$1,001 - $15,000	-
Spinnaker Trust - Brokera... CNYA	P	26 Nov 2021	$1,001 - $15,000	-
Welch Account ⇒ Union Pac... UNP	S	26 Nov 2021	$15,001 - $50,000	Sub holding of Spinnaker Trust - Brokerage
Welch Account ⇒ Internati... IBM	S	26 Nov 2021	$1,001 - $15,000	Sub holding of Spinnaker Trust - Brokerage
Welch Account ⇒ General E... GE	S	26 Nov 2021	$1,001 - $15,000	Sub holding of Spinnaker Trust - Brokerage
Spinnaker Trust - Brokera... GDX	P	26 Nov 2021	$1,001 - $15,000	-
Spinnaker Trust - Brokera... EWT	S (partial)	23 Nov 2021	$1,001 - $15,000	-
Spinnaker Trust - Brokera... GEM	S (partial)	23 Nov 2021	$1,001 - $15,000	-
Welch Account ⇒ SwedenCar...	S	19 Nov 2021	$15,001 - $50,000	Location: US Description: Traded on Stockholm Stock Exchange Sub holding of...
Welch Account ⇒ Unilever ... UN	S	18 Nov 2021	$15,001 - $50,000	Sub holding of Charles Schwab - Brokerage
Welch Account ⇒ Cerner Co... CERN	S	18 Nov 2021	$1,001 - $15,000	Sub holding of Charles Schwab - Brokerage
Welch Account ⇒ Autodesk	S	18 Nov 2021	$1,001 - $15,000	3.6% due 9/15/2022 Sub holding of Charles Schwab - Brokerage
Welch Account ⇒ U.S. Banc... USB	S	18 Nov 2021	$15,001 - $50,000	Sub holding of Charles Schwab - Brokerage
Welch Account ⇒ Kubota Co... KUBTY	S	18 Nov 2021	$1,001 - $15,000	Sub holding of Charles Schwab - Brokerage
Welch Account ⇒ Cisco Sys... CSCO	S	18 Nov 2021	$15,001 - $50,000	Sub holding of Charles Schwab - Brokerage
Welch Account ⇒ Qualcomm	S	18 Nov 2021	$1,001 - $15,000	3% due 5.20.22 Sub holding of Charles Schwab - Brokerage
Welch Account ⇒ PayPal Ho...	S	18 Nov 2021	$1,001 - $15,000	2.4% due 10/1/2024 Sub holding of Charles Schwab - Brokerage
Welch Account ⇒ Mitek Sys... MITK	S	18 Nov 2021	$1,001 - $15,000	Sub holding of Charles Schwab - Brokerage
Welch Account ⇒ Church & ... CHD	S	18 Nov 2021	$15,001 - $50,000	Sub holding of Charles Schwab - Brokerage
Welch Account ⇒ General E... GE	S	18 Nov 2021	$1,001 - $15,000	Sub holding of Charles Schwab - Brokerage
Welch Account ⇒ Agilent T... A	S	18 Nov 2021	$1,001 - $15,000	Sub holding of Charles Schwab - Brokerage
Welch Account ⇒ Vaisala O... VAIAF	S	18 Nov 2021	$15,001 - $50,000	Sub holding of Charles Schwab - Brokerage
Welch Account ⇒ Kyocera C... KYOCF	S	18 Nov 2021	$1,001 - $15,000	Sub holding of Charles Schwab - Brokerage
Welch Account ⇒ Tennant C... TNC	S	18 Nov 2021	$1,001 - $15,000	Sub holding of Charles Schwab - Brokerage
Fidelity Brokerage #2 ⇒ V... MORT	P	17 Nov 2021	$50,001 - $100,000	-
Fidelity - Traditional IR... ANGL	P	12 Nov 2021	$100,001 - $250,000	-
Welch Account ⇒ Wells Far... WFC	S	3 Nov 2021	$1,001 - $15,000	Sub holding of Charles Schwab - Brokerage
Fidelity Brokerage #2 ⇒ V... MORT	S (partial)	20 Oct 2021	$50,001 - $100,000	-
Spinnaker Trust - Brokera... TLH	P	18 Oct 2021	$15,001 - $50,000	-
Spinnaker Trust - Brokera... KRBN	P	18 Oct 2021	$1,001 - $15,000	-
Spinnaker Trust - Brokera... IUSB	P	18 Oct 2021	$1,001 - $15,000	-
Spinnaker Trust - Brokera... IAU	S (partial)	14 Oct 2021	$1,001 - $15,000	-
Exxon Mobil Corporation (... XOM	S	17 Sept 2021	$1,001 - $15,000	Sub holding of Spinnaker Trust - Brokerage. Spouse inherited the stock from...
Fidelity - Traditional IR... XLU	P	16 Sept 2021	$100,001 - $250,000	-
Welch Account ⇒ Cloetta A... CLOEF	S	2 Sept 2021	$1,001 - $15,000	Cloetta AB, CLOEF Sub holding of Charles Schwab - Brokerage
Fidelity - Traditional IR... OPGIX	P	31 Aug 2021	$100,001 - $250,000	-
Spinnaker Trust - Brokera... ICLN	P	27 Aug 2021	$1,001 - $15,000	-
Fidelity - Traditional IR... XLU	S (partial)	27 Aug 2021	$100,001 - $250,000	-
Spinnaker Trust - Brokera... ISTB	P	26 Aug 2021	$1,001 - $15,000	-
Spinnaker Trust - Brokera... VSS	S (partial)	25 Aug 2021	$1,001 - $15,000	-
Spinnaker Trust - Brokera... KWEB	S	25 Aug 2021	$1,001 - $15,000	-
Spinnaker Trust - Brokera... LEMB	S	24 Aug 2021	$1,001 - $15,000	-
Fidelity - Traditional IR... EWZ	P	12 Aug 2021	$100,001 - $250,000	-
Fidelity - Traditional IR... XLV	P	11 Aug 2021	$100,001 - $250,000	-
Fidelity - Traditional IR... XLU	S	9 Aug 2021	$1,001 - $15,000	Call Options; Strike Price $67; Expires 8/27/21
Fidelity Brokerage #2 ⇒ V... MORT	P	15 Jul 2021	$50,001 - $100,000	-
TIAA ⇒ TIAA CREF Global E...	S (partial)	28 Jun 2021	$1,001 - $15,000	-
TIAA ⇒ TIAA CREF Large-Ca...	S (partial)	28 Jun 2021	$1,001 - $15,000	-
Spinnaker Trust - Brokera... ESGD	P	28 Jun 2021	$1,001 - $15,000	-
TIAA ⇒ TIAA Traditional	S (partial)	28 Jun 2021	$1,001 - $15,000	-
TIAA ⇒ TIAA CREF Growth R...	S (partial)	28 Jun 2021	$1,001 - $15,000	-
Spinnaker Trust - Brokera... IGLB	P	25 Jun 2021	$15,001 - $50,000	-
Spinnaker Trust - Brokera... KWEB	S (partial)	24 Jun 2021	$1,001 - $15,000	-
Spinnaker Trust - Brokera... ISTB	S (partial)	23 Jun 2021	$15,001 - $50,000	-
Spinnaker Trust - Brokera... FPE	P	17 Jun 2021	$1,001 - $15,000	-
Fidelity Brokerage #1 ⇒ i... EWT	S	16 Jun 2021	$1,001 - $15,000	Call Option; Strike Price $60; Expires 6/18/2021
Fidelity Brokerage #1 ⇒ i... EWT	P	15 Jun 2021	$1,001 - $15,000	Call Option; Strike Price $60; Expires 6/18/2021
Spinnaker Trust - Brokera... BCI	S (partial)	15 Jun 2021	$1,001 - $15,000	-
Spinnaker Trust - Brokera... IAU	P	15 Jun 2021	$1,001 - $15,000	-
Fidelity Brokerage #1 ⇒ i... EWT	S (partial)	14 Jun 2021	$100,001 - $250,000	-
Fidelity - Traditional IR... XSVM	P	10 Jun 2021	$50,001 - $100,000	-
Fidelity - Traditional IR... VNQ	P	10 Jun 2021	$100,001 - $250,000	-
Fidelity Brokerage #1 ⇒ V... VYM	P	9 Jun 2021	$100,001 - $250,000	-
Fidelity - Traditional IR... EWZ	S (partial)	4 Jun 2021	$100,001 - $250,000	-
Fidelity - Traditional IR... EWZ	S	28 May 2021	$1,001 - $15,000	Call Options; Strike Price $38; Expires 6/4/21
Fidelity Brokerage #2 ⇒ V... MORT	S (partial)	27 May 2021	$50,001 - $100,000	-
Spinnaker Trust - Brokera... SRLN	P	20 May 2021	$1,001 - $15,000	-
Fidelity - Traditional IR... EWZ	P	19 May 2021	$100,001 - $250,000	-
Spinnaker Trust - Brokera... LEMB	S (partial)	18 May 2021	$1,001 - $15,000	-
Fidelity - Traditional IR... EWZ	S (partial)	14 May 2021	$100,001 - $250,000	-
Spinnaker Trust - Brokera... ESGD	P	10 May 2021	$1,001 - $15,000	-
Spinnaker Trust - Brokera... OMFL	P	10 May 2021	$15,001 - $50,000	-
Spinnaker Trust - Brokera... IUSB	P	10 May 2021	$1,001 - $15,000	-
Fidelity - Traditional IR... EWZ	S	7 May 2021	$1,001 - $15,000	Call Options; Strike Price $36; Expires 5/14/21
Spinnaker Trust - Brokera... XLF	S (partial)	6 May 2021	$15,001 - $50,000	-
Fidelity - Traditional IR... XLU	P	5 May 2021	$1,001 - $15,000	Call Options; Strike Price $65; Expires 5/14/21
Fidelity - Traditional IR... XLU	S	30 Apr 2021	$1,001 - $15,000	Call Options; Strike Price $65; Expires 5/14/21
Fidelity Brokerage #1 ⇒ i... EWT	S	15 Apr 2021	$1,001 - $15,000	Call Option; Strike Price $58; Expires 4/16/2021
Spinnaker Trust - Brokera... KBA	S	14 Apr 2021	$1,001 - $15,000	-
Fidelity Brokerage #1 ⇒ i... EWT	P	14 Apr 2021	$1,001 - $15,000	Call Option; Strike Price $58; Expires 4/16/2021
Fidelity - Traditional IR... EWZ	P	1 Apr 2021	$100,001 - $250,000	-
Fidelity - Traditional IR... IWC	S	31 Mar 2021	$50,001 - $100,000	-
Fidelity Brokerage #2 ⇒ V... MORT	S (partial)	30 Mar 2021	$1,001 - $15,000	-
Fidelity - Traditional IR... XLU	P	30 Mar 2021	$100,001 - $250,000	-
Fidelity - Traditional IR... XLU	S (partial)	29 Mar 2021	$100,001 - $250,000	-
Fidelity - Traditional IR... IWC	P	26 Mar 2021	$50,001 - $100,000	-
Vanguard - Brokerage ⇒ Va... VWLUX	S (partial)	23 Mar 2021	$1,001 - $15,000	-
Vanguard - Brokerage ⇒ Va... VXUS	P	23 Mar 2021	$1,001 - $15,000	-
Vanguard - Brokerage ⇒ Va... VTI	P	23 Mar 2021	$1,001 - $15,000	-
Vanguard - Brokerage ⇒ Va... VWIUX	S (partial)	23 Mar 2021	$1,001 - $15,000	-
Fidelity Brokerage #2 ⇒ V... MORT	P	22 Mar 2021	$50,001 - $100,000	-
Fidelity Brokerage #1 ⇒ i... EWT	S	19 Mar 2021	$1,001 - $15,000	Call Option; Strike Price $58; Expires 4/16/2021
Fidelity Brokerage #1 ⇒ i... EWT	P	18 Mar 2021	$1,001 - $15,000	Call Option; Strike Price $58; Expires 4/16/2021
Fidelity - Traditional IR... JNK	S	17 Mar 2021	$100,001 - $250,000	-
Fidelity - Traditional IR... XLRE	P	17 Mar 2021	$50,001 - $100,000	-
Fidelity - Traditional IR... XLI	P	9 Mar 2021	$50,001 - $100,000	-
Fidelity Brokerage #1 ⇒ V... MORT	S	8 Mar 2021	$100,001 - $250,000	-
Fidelity - Traditional IR... FBSOX	S (partial)	8 Mar 2021	$100,001 - $250,000	-
Fidelity - Traditional IR... OPGIX	S (partial)	8 Mar 2021	$50,001 - $100,000	-
Fidelity - Traditional IR... FBGRX	S (partial)	8 Mar 2021	$50,001 - $100,000	-
Fidelity - Traditional IR... XLE	S	5 Mar 2021	$15,001 - $50,000	-
Fidelity Brokerage #1 ⇒ F... FTBFX	S	4 Mar 2021	$50,001 - $100,000	-
Spinnaker Trust - Brokera... KWEB	S (partial)	4 Mar 2021	$1,001 - $15,000	-
Fidelity Brokerage #1 ⇒ V... MORT	P	4 Mar 2021	$100,001 - $250,000	-
Spinnaker Trust - Brokera... KBA	S (partial)	4 Mar 2021	$1,001 - $15,000	-
Fidelity Brokerage #1 ⇒ i... EWZ	P	3 Mar 2021	$100,001 - $250,000	-
Spinnaker Trust - Brokera... IUSB	P	3 Mar 2021	$15,001 - $50,000	-
Spinnaker Trust - Brokera... ISTB	S (partial)	1 Mar 2021	$15,001 - $50,000	-
Fidelity Brokerage #1 ⇒ i... TLT	S	1 Mar 2021	$100,001 - $250,000	-
Spinnaker Trust - Brokera... SUSA	P	23 Feb 2021	$1,001 - $15,000	-
Fidelity - Traditional IR... XLE	S	22 Feb 2021	$1,001 - $15,000	Call Option; Strike Price $45; Expires 3/5/21
Spinnaker Trust - Brokera... XLP	S (partial)	19 Feb 2021	$1,001 - $15,000	-
Fidelity - Traditional IR... PSCH	S	17 Feb 2021	$50,001 - $100,000	-
Fidelity - Traditional IR... VNM	S	17 Feb 2021	$250,001 - $500,000	-
Fidelity - Traditional IR... XLI	P	4 Feb 2021	$100,001 - $250,000	-
TD Ameritrade - Brokerage... ILF	P	26 Jan 2021	$50,001 - $100,000	-
Fidelity - Traditional IR... EWZ	P	25 Jan 2021	$1,001 - $15,000	-
Fidelity - Traditional IR... VNM	P	19 Jan 2021	$50,001 - $100,000	-
Fidelity - Traditional IR... IWN	S (partial)	15 Jan 2021	$100,001 - $250,000	-
Charles Schwab - Contribu... VPL	P	4 Jan 2021	$1,001 - $15,000	-
Charles Schwab - Brokerag... VPL	P	4 Jan 2021	$15,001 - $50,000	-
Charles Schwab - Inherite... VPL	P	4 Jan 2021	$1,001 - $15,000	-