Kathy CastorFiling

Annual Report | Filed on 24 May 2023

This congressional financial disclosure from Kathy Castor (annual report) contains 156 stock trades. It was filed on 24 May 2023. Reported tickers include DJIA, QYLD, DIA, XDAT, FLJP, and 9 more. Under the STOCK Act, members of Congress must disclose securities transactions within 45 days.

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Politician Name

Kathy Castor

Filing Type

Annual Report

Filed Date

24 May 2023

View Original Filing (PDF)

Transactions

156 transactions


Spouse 401K ⇒ JP Morgan M...	P	30 Dec 2022	$1,001 - $15,000	-
Spouse 401K ⇒ MFS Value R...	P	30 Dec 2022	$1,001 - $15,000	-
Franklin Templeton Joint ...	P	15 Dec 2022	$1,001 - $15,000	-
Franklin Templeton Joint ...	P	15 Dec 2022	$1,001 - $15,000	-
IRA ⇒ T Rowe Price Blue C...	P	14 Dec 2022	$1,001 - $15,000	-
IRA ⇒ T Rowe Price Divide...	P	14 Dec 2022	$1,001 - $15,000	-
IRA ⇒ T Rowe Price Value	P	14 Dec 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... DJIA	P	5 Dec 2022	$1,001 - $15,000	-
Franklin Templeton Joint ...	P	1 Dec 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... XDAT	P	22 Nov 2022	$1,001 - $15,000	-
Vanguard Joint Retirement...	P	22 Nov 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... DJIA	P	4 Nov 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... DJIA	P	31 Oct 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... QYLD	P	31 Oct 2022	$1,001 - $15,000	-
Franklin Templeton Joint ...	P	3 Oct 2022	$1,001 - $15,000	-
Franklin Templeton Joint ...	P	3 Oct 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... DJIA	P	28 Sept 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... DJIA	P	2 Aug 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... DJIA	P	29 Jun 2022	$1,001 - $15,000	-
Spouse 401K ⇒ MFS Value R...	P	23 Jun 2022	$1,001 - $15,000	-
Spouse 401K ⇒ Principal G...	P	13 Jun 2022	$15,001 - $50,000	-
E*Trade Brokerage Account... DJIA	P	9 Jun 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... QQQ	S (partial)	7 Apr 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... FLEE	S (partial)	6 Apr 2022	$1,001 - $15,000	-
Vanguard Joint Retirement...	P	5 Apr 2022	$1,001 - $15,000	-
Vanguard Joint Retirement...	P	5 Apr 2022	$1,001 - $15,000	-
Vanguard Joint Retirement...	P	29 Mar 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... FLJP	S (partial)	16 Feb 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... XYLD	P	14 Feb 2022	$15,001 - $50,000	-
E*Trade Brokerage Account... QYLD	P	14 Feb 2022	$15,001 - $50,000	-
E*Trade Brokerage Account... FLQM	S (partial)	14 Feb 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... DIA	S (partial)	11 Feb 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... QYLD	P	2 Feb 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... QYLD	P	21 Jan 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... XYLD	P	10 Jan 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... XYLD	P	5 Jan 2022	$15,001 - $50,000	-
E*Trade Brokerage Account... QYLD	P	3 Jan 2022	$1,001 - $15,000	-
Franklin Templeton Joint ...	P	N/A	$1,001 - $15,000	-
Franklin Templeton Joint ...	P	N/A	$1,001 - $15,000	-
Spouse 401K ⇒ Driehaus Em...	P	30 Dec 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... QYLD	S	30 Dec 2022	$100,001 - $250,000	-
E*Trade Brokerage Account... DJIA	P	7 Apr 2022	$1,001 - $15,000	-
Franklin Templeton Joint ...	P	N/A	$1,001 - $15,000	-
Spouse 401K ⇒ Principal S...	P	30 Dec 2022	$1,001 - $15,000	-
Spouse 401K ⇒ Principal G...	P	30 Dec 2022	$1,001 - $15,000	-
Spouse 401K ⇒ Principal M...	P	30 Dec 2022	$1,001 - $15,000	-
Vanguard Joint Retirement...	P	22 Dec 2022	$1,001 - $15,000	-
Vanguard Joint Retirement...	P	21 Dec 2022	$1,001 - $15,000	-
Franklin Templeton Joint ...	P	20 Dec 2022	$1,001 - $15,000	-
Franklin Templeton Joint ...	P	20 Dec 2022	$1,001 - $15,000	-
Franklin Templeton Joint ...	P	20 Dec 2022	$1,001 - $15,000	-
Spouse 401K ⇒ JP Morgan M...	P	20 Dec 2022	$1,001 - $15,000	-
Spouse 401K ⇒ MFS Value R...	P	15 Dec 2022	$1,001 - $15,000	-
Franklin Templeton Joint ...	P	15 Dec 2022	$15,001 - $50,000	-
Franklin Templeton Joint ...	P	15 Dec 2022	$1,001 - $15,000	-
Franklin Templeton Joint ...	P	15 Dec 2022	$15,001 - $50,000	-
Spouse 401K ⇒ T Rowe Pric...	P	14 Dec 2022	$1,001 - $15,000	-
Spouse 401K ⇒ JP Morgan M...	P	13 Dec 2022	$15,001 - $50,000	-
Spouse 401K ⇒ T Rowe Pric...	P	13 Dec 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... DIVO	P	6 Dec 2022	$1,001 - $15,000	-
Spouse 401K ⇒ Principal G...	P	1 Dec 2022	$1,001 - $15,000	-
Vanguard Joint Retirement...	P	25 Nov 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... DJIA	P	25 Nov 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... DJIA	P	25 Nov 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... DIVO	P	25 Nov 2022	$1,001 - $15,000	-
Vanguard Joint Retirement...	P	23 Nov 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... QQQ	P	22 Nov 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... DJIA	P	22 Nov 2022	$1,001 - $15,000	-
Vanguard Joint Retirement...	P	22 Nov 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... DJIA	P	15 Nov 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... QYLD	P	1 Nov 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... DJIA	P	1 Nov 2022	$1,001 - $15,000	-
Vanguard Joint Retirement...	P	31 Oct 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... QYLD	P	26 Oct 2022	$1,001 - $15,000	-
Vanguard Joint Retirement...	P	26 Oct 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... XYLD	P	26 Oct 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... QYLD	P	25 Oct 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... DJIA	P	25 Oct 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... DJIA	P	20 Oct 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... DJIA	P	17 Oct 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... DJIA	P	12 Oct 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... DJIA	P	11 Oct 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... DJIA	P	5 Oct 2022	$1,001 - $15,000	-
Vanguard Joint Retirement...	P	5 Oct 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... XYLD	P	28 Sept 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... QYLD	P	28 Sept 2022	$1,001 - $15,000	-
Spouse 401K ⇒ MFS Value R...	P	22 Sept 2022	$1,001 - $15,000	-
Vanguard Joint Retirement...	P	21 Sept 2022	$1,001 - $15,000	-
Vanguard Joint Retirement...	P	1 Sept 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... DIVO	P	31 Aug 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... DJIA	P	31 Aug 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... DJIA	P	9 Aug 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... DJIA	P	28 Jun 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... DJIA	P	27 Jun 2022	$1,001 - $15,000	-
Vanguard Joint Retirement...	P	27 Jun 2022	$1,001 - $15,000	-
Vanguard Joint Retirement...	P	24 Jun 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... QYLD	P	23 Jun 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... DJIA	P	23 Jun 2022	$1,001 - $15,000	-
Vanguard Joint Retirement...	P	23 Jun 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... XYLD	P	23 Jun 2022	$1,001 - $15,000	-
Spouse 401K ⇒ Invesco Dev...	S	13 Jun 2022	$15,001 - $50,000	-
Spouse 401K ⇒ Principal U...	P	13 Jun 2022	$15,001 - $50,000	-
E*Trade Brokerage Account... DJIA	P	6 Jun 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... DJIA	P	2 Jun 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... QYLD	P	24 May 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... XYLD	P	24 May 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... DIA	S (partial)	7 Apr 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... FLLV	S (partial)	7 Apr 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... FLQM	S (partial)	6 Apr 2022	$1,001 - $15,000	-
Vanguard Joint Retirement...	P	23 Mar 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... XYLD	P	16 Feb 2022	$1,001 - $15,000	-
Franklin Templeton Joint ...	P	N/A	$1,001 - $15,000	-
E*Trade Brokerage Account... DJIA	P	24 May 2022	$1,001 - $15,000	-
Franklin Templeton Joint ...	P	20 May 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... DJIA	P	21 Apr 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... DIVO	S (partial)	14 Apr 2022	$15,001 - $50,000	-
E*Trade Brokerage Account... SDOG	S (partial)	7 Apr 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... XDAT	S (partial)	7 Apr 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... FLJP	S (partial)	6 Apr 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... IQM	S (partial)	6 Apr 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... HELX	S (partial)	6 Apr 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... FLLV	S (partial)	6 Apr 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... DJIA	P	4 Apr 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... DJIA	P	31 Mar 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... DJIA	P	30 Mar 2022	$1,001 - $15,000	-
Vanguard Joint Retirement...	P	30 Mar 2022	$1,001 - $15,000	-
CL 529 ⇒ Vanguard Total I...	S (partial)	29 Mar 2022	$15,001 - $50,000	L: FL
CL 529 ⇒ Vanguard 500 Ind...	S (partial)	29 Mar 2022	$100,001 - $250,000	L: FL
CL 529 ⇒ Vanguard Small C...	S (partial)	29 Mar 2022	$15,001 - $50,000	L: FL
Spouse 401K ⇒ MFS Value R...	P	24 Mar 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... QYLD	P	16 Mar 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... XDAT	S (partial)	16 Feb 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... DIVO	P	16 Feb 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... QYLD	P	16 Feb 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... HELX	S (partial)	14 Feb 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... SDOG	S (partial)	14 Feb 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... DIVO	P	14 Feb 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... FLEE	S (partial)	14 Feb 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... FLLV	S (partial)	14 Feb 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... QYLD	P	11 Feb 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... XYLD	P	11 Feb 2022	$15,001 - $50,000	-
E*Trade Brokerage Account... FLEE	S (partial)	11 Feb 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... FLJP	S (partial)	11 Feb 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... DIVO	P	11 Feb 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... QQQ	S (partial)	11 Feb 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... QYLD	P	10 Feb 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... QYLD	P	9 Feb 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... XYLD	P	2 Feb 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... XYLD	P	21 Jan 2022	$1,001 - $15,000	-
CL 529 ⇒ Vanguard 500 Ind...	S (partial)	10 Jan 2022	$1,001 - $15,000	L: FL
E*Trade Brokerage Account... QYLD	P	10 Jan 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... QYLD	P	5 Jan 2022	$15,001 - $50,000	-
Vanguard Joint Retirement...	P	5 Jan 2022	$1,001 - $15,000	-
Vanguard Joint Retirement...	P	5 Jan 2022	$1,001 - $15,000	-
E*Trade Brokerage Account... XYLD	P	3 Jan 2022	$1,001 - $15,000	-
Franklin Templeton Joint ...	P	3 Jan 2022	$15,001 - $50,000	-