Peter WelchFiling
Amendment | Filed on 13 Aug 2022
This congressional financial disclosure from Peter Welch (filing amendment) contains 164 stock trades. It was filed on 13 August 2022. Reported tickers include MDT, FPE, XLV, XLB, FBGRX, and 53 more. Under the STOCK Act, members of Congress must disclose securities transactions within 45 days.
This filing contains 164 transactions disclosed beyond the 45-day STOCK Act deadline, with the latest filed 946 days after the trade date. Only 0% of transactions met the disclosure requirement.
Want to automatically copy Pelosi trades?
Mirror Nancy Pelosi's portfolio with just one click on eToro.
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.
STOCK Act Compliance Violation
This filing contains 164 transaction(s) that were filed more than 45 days after the transaction date, violating the STOCK Act requirement for timely disclosure.
Transactions
MORT | P | 31 Dec 2020 | $100,001 - $250,000 | - |
EWZ | S | 29 Dec 2020 | $100,001 - $250,000 | - |
ILF | S (partial) | 21 Dec 2020 | $50,001 - $100,000 | - |
Fidelity Contrafund | P | 11 Dec 2020 | $1,001 - $15,000 | - |
SUSA | P | 7 Dec 2020 | $50,001 - $100,000 | - |
Parnassus Core Equity Fun... | P | 7 Dec 2020 | $50,001 - $100,000 | - |
Charles Schwab Government... | S (partial) | 7 Dec 2020 | $1,001 - $15,000 | - |
XLU | P | 3 Dec 2020 | $100,001 - $250,000 | - |
EEMA | P | 1 Dec 2020 | $50,001 - $100,000 | - |
Fidelity Balanced Fund | P | 1 Dec 2020 | $100,001 - $250,000 | - |
VIOV | P | 1 Dec 2020 | $50,001 - $100,000 | - |
TLT | P | 27 Nov 2020 | $1,001 - $15,000 | 12-24-2020, $160 |
CTRCF | S | 26 Nov 2020 | $1,001 - $15,000 | - |
Fidelity Floating Rate Hi... | S | 23 Nov 2020 | $100,001 - $250,000 | - |
FPE | P | 19 Nov 2020 | $15,001 - $50,000 | - |
iShares Core Total Year U... | S (partial) | 19 Nov 2020 | $15,001 - $50,000 | - |
XLRE | P | 18 Nov 2020 | $50,001 - $100,000 | - |
Fidelity Contrafund | P | 17 Nov 2020 | $50,001 - $100,000 | - |
RCD | P | 16 Nov 2020 | $15,001 - $50,000 | - |
DBX | S | 16 Nov 2020 | $1,001 - $15,000 | - |
Technology Select Sector ... | S (partial) | 16 Nov 2020 | $15,001 - $50,000 | - |
SPSM | P | 16 Nov 2020 | $1,001 - $15,000 | - |
IWM | P | 16 Nov 2020 | $50,001 - $100,000 | - |
UPS | S | 16 Nov 2020 | $1,001 - $15,000 | - |
XLP | S (partial) | 16 Nov 2020 | $1,001 - $15,000 | - |
U.S. Treasury Note | S | 15 Nov 2020 | $15,001 - $50,000 | - |
XLB | P | 11 Nov 2020 | $100,001 - $250,000 | - |
TLT | P | 9 Nov 2020 | $100,001 - $250,000 | - |
XLV | P | 6 Nov 2020 | $1,001 - $15,000 | - |
Technology Select Sector ... | S (partial) | 6 Nov 2020 | $1,001 - $15,000 | - |
VTI | P | 3 Nov 2020 | $50,001 - $100,000 | - |
XLU | S (partial) | 19 Oct 2020 | $100,001 - $250,000 | - |
EWT | S | 14 Oct 2020 | $1,001 - $15,000 | - |
FBGRX | P | 12 Oct 2020 | $50,001 - $100,000 | - |
EWT | P | 8 Oct 2020 | $1,001 - $15,000 | 10/16/2020, $46 |
iShares Core 1-5 Year Bon... | S (partial) | 21 Sept 2020 | $1,001 - $15,000 | - |
SRLN | P | 21 Sept 2020 | $1,001 - $15,000 | - |
VWLUX | P | 17 Sept 2020 | $50,001 - $100,000 | - |
VWIUX | P | 17 Sept 2020 | $50,001 - $100,000 | - |
VXUS | P | 17 Sept 2020 | $100,001 - $250,000 | - |
VTI | P | 17 Sept 2020 | $100,001 - $250,000 | - |
XLV | S (partial) | 1 Sept 2020 | $15,001 - $50,000 | - |
SCHV | P | 1 Sept 2020 | $15,001 - $50,000 | - |
XLU | P | 21 Aug 2020 | $1,001 - $15,000 | 8/21/2020, $61 |
EWT | S | 19 Aug 2020 | $1,001 - $15,000 | - |
EWT | P | 17 Aug 2020 | $1,001 - $15,000 | - |
EWT | S | 13 Aug 2020 | $1,001 - $15,000 | 8/21/2020, $61 |
LEMB | P | 5 Aug 2020 | $1,001 - $15,000 | - |
iShares Core 1-5 Year Bon... | P | 5 Aug 2020 | $1,001 - $15,000 | - |
EWT | P | 5 Aug 2020 | $1,001 - $15,000 | 8/21/2020, $45 |
BCI | P | 31 Jul 2020 | $15,001 - $50,000 | - |
iShares Barclays 3-7 Year... | S | 31 Jul 2020 | $15,001 - $50,000 | - |
XLU | P | 21 Jul 2020 | $100,001 - $250,000 | - |
SPDR Bloomberg Barclays H... | P | 8 Jul 2020 | $100,001 - $250,000 | - |
XLV | P | 6 Jul 2020 | $1,001 - $15,000 | - |
QQQ | P | 6 Jul 2020 | $1,001 - $15,000 | - |
SUSA | P | 6 Jul 2020 | $1,001 - $15,000 | - |
SUSA | P | 25 Jun 2020 | $1,001 - $15,000 | - |
SPDR Select Sector Fund -... | S (partial) | 25 Jun 2020 | $1,001 - $15,000 | - |
BCI | P | 3 Jun 2020 | $1,001 - $15,000 | - |
XLK | P | 3 Jun 2020 | $1,001 - $15,000 | - |
BDN | S | 3 Jun 2020 | $1,001 - $15,000 | - |
SPSC | S | 19 May 2020 | $1,001 - $15,000 | - |
GIS | S | 14 May 2020 | $1,001 - $15,000 | - |
SPSC | S (partial) | 8 May 2020 | $1,001 - $15,000 | - |
XLP | P | 5 May 2020 | $1,001 - $15,000 | - |
XLY | P | 5 May 2020 | $1,001 - $15,000 | - |
BCI | P | 5 May 2020 | $1,001 - $15,000 | - |
XLK | P | 5 May 2020 | $1,001 - $15,000 | - |
FSLR | S | 30 Apr 2020 | $1,001 - $15,000 | - |
PANW | S | 27 Apr 2020 | $1,001 - $15,000 | - |
XLV | P | 17 Apr 2020 | $1,001 - $15,000 | - |
XLK | P | 17 Apr 2020 | $1,001 - $15,000 | - |
XLF | P | 17 Apr 2020 | $1,001 - $15,000 | - |
XLP | P | 17 Apr 2020 | $1,001 - $15,000 | - |
XLI | P | 17 Apr 2020 | $1,001 - $15,000 | - |
XLY | P | 17 Apr 2020 | $1,001 - $15,000 | - |
SPSM | P | 17 Apr 2020 | $1,001 - $15,000 | - |
SUSA | P | 17 Apr 2020 | $1,001 - $15,000 | - |
QQQ | P | 17 Apr 2020 | $1,001 - $15,000 | - |
Schwab International Smal... | S | 13 Apr 2020 | $1,001 - $15,000 | - |
VSS | P | 13 Apr 2020 | $1,001 - $15,000 | - |
KraneShares CSI China Int... | P | 13 Apr 2020 | $1,001 - $15,000 | - |
JPMorgan BetaBuilders Eur... | S | 13 Apr 2020 | $1,001 - $15,000 | - |
ESGD | P | 13 Apr 2020 | $50,001 - $100,000 | - |
Goldman Sachs ActiveBeta ... | S | 13 Apr 2020 | $50,001 - $100,000 | - |
KraneShares Bosera MSCI C... | P | 13 Apr 2020 | $1,001 - $15,000 | - |
iShares MSCI India | S | 13 Apr 2020 | $1,001 - $15,000 | - |
BBCA | P | 13 Apr 2020 | $1,001 - $15,000 | - |
GEM | P | 13 Apr 2020 | $15,001 - $50,000 | - |
iShares Core MSCI Emergin... | S (partial) | 13 Apr 2020 | $15,001 - $50,000 | - |
A | S (partial) | 9 Apr 2020 | $1,001 - $15,000 | - |
SCHW | S | 9 Apr 2020 | $1,001 - $15,000 | - |
MDT | S | 3 Apr 2020 | $1,001 - $15,000 | - |
XLB | S | 1 Apr 2020 | $1,001 - $15,000 | - |
SPDR Select Sector Fund -... | S (partial) | 1 Apr 2020 | $1,001 - $15,000 | - |
SUSA | P | 1 Apr 2020 | $50,001 - $100,000 | - |
Vanguard Telecommunicatio... | S | 1 Apr 2020 | $15,001 - $50,000 | - |
JPMorgan BetaBuilders Eur... | S (partial) | 1 Apr 2020 | $1,001 - $15,000 | - |
FIDU | S | 1 Apr 2020 | $1,001 - $15,000 | - |
QQQ | P | 1 Apr 2020 | $1,001 - $15,000 | - |
IJH | S | 1 Apr 2020 | $1,001 - $15,000 | - |
XLV | S (partial) | 1 Apr 2020 | $1,001 - $15,000 | - |
FENY | S | 1 Apr 2020 | $1,001 - $15,000 | - |
SPSM | P | 1 Apr 2020 | $1,001 - $15,000 | - |
Vanguard 500 Index Fund A... | S | 31 Mar 2020 | $15,001 - $50,000 | - |
VEXAX | S | 31 Mar 2020 | $15,001 - $50,000 | - |
TIAA-CREF Real Estate Sec... | P | 31 Mar 2020 | $15,001 - $50,000 | - |
PDBC | S | 24 Mar 2020 | $15,001 - $50,000 | - |
BCI | P | 24 Mar 2020 | $15,001 - $50,000 | - |
LEMB | P | 24 Mar 2020 | $15,001 - $50,000 | - |
VanEck Vectors JP Morgan ... | S | 24 Mar 2020 | $15,001 - $50,000 | - |
QGEN | S | 24 Mar 2020 | $1,001 - $15,000 | - |
Charles Schwab Government... | P | 23 Mar 2020 | $1,001 - $15,000 | - |
US Treasury Note | S | 23 Mar 2020 | $15,001 - $50,000 | 2.5% due 8/15/23 |
PYPL | P | 20 Mar 2020 | $1,001 - $15,000 | - |
iShares Tr MSCI Philippin... | S | 19 Mar 2020 | $1,001 - $15,000 | - |
Charles Schwab Government... | S (partial) | 19 Mar 2020 | $1,001 - $15,000 | - |
Charles Schwab Government... | P | 19 Mar 2020 | $1,001 - $15,000 | - |
ED | S | 17 Mar 2020 | $1,001 - $15,000 | - |
VanEck Vectors Vietnam | S | 17 Mar 2020 | $1,001 - $15,000 | - |
GIS | S (partial) | 17 Mar 2020 | $1,001 - $15,000 | - |
QQQ | P | 17 Mar 2020 | $1,001 - $15,000 | - |
SPDR Select Sector Fund -... | S | 17 Mar 2020 | $1,001 - $15,000 | - |
FENY | P | 17 Mar 2020 | $1,001 - $15,000 | - |
FTDR | S | 16 Mar 2020 | $1,001 - $15,000 | - |
ED | S (partial) | 13 Mar 2020 | $1,001 - $15,000 | - |
MDT | P | 9 Mar 2020 | $1,001 - $15,000 | - |
QQQ | P | 2 Mar 2020 | $1,001 - $15,000 | - |
FIDU | P | 2 Mar 2020 | $1,001 - $15,000 | - |
JPMorgan Ultra-Short Inco... | S | 2 Mar 2020 | $1,001 - $15,000 | - |
ED | P | 2 Mar 2020 | $1,001 - $15,000 | - |
CHD | P | 28 Feb 2020 | $1,001 - $15,000 | - |
Charles Schwab Value Adva... | S (partial) | 28 Feb 2020 | $1,001 - $15,000 | - |
JPMorgan Ultra-Short Inco... | S (partial) | 27 Feb 2020 | $1,001 - $15,000 | - |
iShares Core Total Year U... | S (partial) | 27 Feb 2020 | $50,001 - $100,000 | - |
IJH | P | 27 Feb 2020 | $1,001 - $15,000 | - |
QGEN | P | 27 Feb 2020 | $1,001 - $15,000 | - |
iShares Core 1-5 Year Bon... | P | 27 Feb 2020 | $50,001 - $100,000 | - |
Charles Schwab Government... | S (partial) | 26 Feb 2020 | $15,001 - $50,000 | - |
Charles Schwab Value Adva... | S (partial) | 25 Feb 2020 | $1,001 - $15,000 | - |
EEM | S (partial) | 24 Feb 2020 | $100,001 - $250,000 | - |
SPDR Bloomberg Barclays H... | S | 24 Feb 2020 | $50,001 - $100,000 | - |
FTDR | P | 19 Feb 2020 | $1,001 - $15,000 | - |
TLT | P | 14 Feb 2020 | $1,001 - $15,000 | 2/14/2020, $138 |
PSCH | P | 14 Feb 2020 | $50,001 - $100,000 | - |
SwedenCare AB | P | 13 Feb 2020 | $1,001 - $15,000 | Location: US; Traded on Stockholm Stock Exchange |
EWZ | P | 10 Feb 2020 | $100,001 - $250,000 | - |
IWM | S (partial) | 7 Feb 2020 | $100,001 - $250,000 | - |
CTRCF | P | 7 Feb 2020 | $1,001 - $15,000 | - |
IWM | P | 5 Feb 2020 | $100,001 - $250,000 | - |
IWM | S | 4 Feb 2020 | $100,001 - $250,000 | - |
TLT | S | 31 Jan 2020 | $100,001 - $250,000 | - |
EWZ | P | 24 Jan 2020 | $100,001 - $250,000 | - |
EWZ | S | 24 Jan 2020 | $100,001 - $250,000 | - |
Charles Schwab Government... | S (partial) | 23 Jan 2020 | $1,001 - $15,000 | - |
iShares Dow Jones Transpo... | S | 22 Jan 2020 | $100,001 - $250,000 | - |
PDBC | P | 14 Jan 2020 | $15,001 - $50,000 | - |
iShares Core Total Year U... | S (partial) | 14 Jan 2020 | $15,001 - $50,000 | - |
IWM | P | 13 Jan 2020 | $100,001 - $250,000 | - |
iShares Dow Jones Transpo... | P | 13 Jan 2020 | $100,001 - $250,000 | - |
XLI | P | 10 Jan 2020 | $1,001 - $15,000 | - |
IWM | S (partial) | 10 Jan 2020 | $100,001 - $250,000 | - |
iShares US Aerospace and ... | S | 10 Jan 2020 | $1,001 - $15,000 | - |