Peter WelchDéclaration
Annual Report | Déposée le 13 Aug 2022
Cette déclaration financière du Congrès déposée par Peter Welch (annual report) contient 133 transactions boursières. Elle a été déposée le 13 août 2022. Les titres déclarés incluent MORT, LEMB, UN, ICLN, XLU et 66 autres. En vertu du STOCK Act, les membres du Congrès sont tenus de divulguer leurs transactions sur titres sous 45 jours.
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Nom du politicien
Peter WelchType de déclaration
Annual Report
Date de dépôt
13 Aug 2022
Transactions
133 transactions
MORT | S (partial) | 31 Dec 2021 | $50,001 - $100,000 | - |
ILF | S | 31 Dec 2021 | $50,001 - $100,000 | - |
EWZ | S (partial) | 30 Dec 2021 | $100,001 - $250,000 | - |
EEMA | S (partial) | 30 Dec 2021 | $50,001 - $100,000 | - |
VTI | P | 30 Dec 2021 | $1,001 - $15,000 | - |
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 | - |
VXUS | P | 23 Dec 2021 | $1,001 - $15,000 | - |
FCNTX | P | 10 Dec 2021 | $1,001 - $15,000 | - |
FAGIX | P | 3 Dec 2021 | $1,001 - $15,000 | - |
CNYA | P | 26 Nov 2021 | $1,001 - $15,000 | - |
UNP | S | 26 Nov 2021 | $15,001 - $50,000 | Sub holding of Spinnaker Trust - Brokerage |
IBM | S | 26 Nov 2021 | $1,001 - $15,000 | Sub holding of Spinnaker Trust - Brokerage |
GE | S | 26 Nov 2021 | $1,001 - $15,000 | Sub holding of Spinnaker Trust - Brokerage |
GDX | P | 26 Nov 2021 | $1,001 - $15,000 | - |
EWT | S (partial) | 23 Nov 2021 | $1,001 - $15,000 | - |
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... |
UN | S | 18 Nov 2021 | $15,001 - $50,000 | Sub holding of Charles Schwab - Brokerage |
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 |
USB | S | 18 Nov 2021 | $15,001 - $50,000 | Sub holding of Charles Schwab - Brokerage |
KUBTY | S | 18 Nov 2021 | $1,001 - $15,000 | Sub holding of Charles Schwab - Brokerage |
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 |
MITK | S | 18 Nov 2021 | $1,001 - $15,000 | Sub holding of Charles Schwab - Brokerage |
CHD | S | 18 Nov 2021 | $15,001 - $50,000 | Sub holding of Charles Schwab - Brokerage |
GE | S | 18 Nov 2021 | $1,001 - $15,000 | Sub holding of Charles Schwab - Brokerage |
A | S | 18 Nov 2021 | $1,001 - $15,000 | Sub holding of Charles Schwab - Brokerage |
VAIAF | S | 18 Nov 2021 | $15,001 - $50,000 | Sub holding of Charles Schwab - Brokerage |
KYOCF | S | 18 Nov 2021 | $1,001 - $15,000 | Sub holding of Charles Schwab - Brokerage |
TNC | S | 18 Nov 2021 | $1,001 - $15,000 | Sub holding of Charles Schwab - Brokerage |
MORT | P | 17 Nov 2021 | $50,001 - $100,000 | - |
ANGL | P | 12 Nov 2021 | $100,001 - $250,000 | - |
WFC | S | 3 Nov 2021 | $1,001 - $15,000 | Sub holding of Charles Schwab - Brokerage |
MORT | S (partial) | 20 Oct 2021 | $50,001 - $100,000 | - |
TLH | P | 18 Oct 2021 | $15,001 - $50,000 | - |
KRBN | P | 18 Oct 2021 | $1,001 - $15,000 | - |
IUSB | P | 18 Oct 2021 | $1,001 - $15,000 | - |
IAU | S (partial) | 14 Oct 2021 | $1,001 - $15,000 | - |
XOM | S | 17 Sept 2021 | $1,001 - $15,000 | Sub holding of Spinnaker Trust - Brokerage. Spouse inherited the stock from... |
XLU | P | 16 Sept 2021 | $100,001 - $250,000 | - |
CLOEF | S | 2 Sept 2021 | $1,001 - $15,000 | Cloetta AB, CLOEF Sub holding of Charles Schwab - Brokerage |
OPGIX | P | 31 Aug 2021 | $100,001 - $250,000 | - |
ICLN | P | 27 Aug 2021 | $1,001 - $15,000 | - |
XLU | S (partial) | 27 Aug 2021 | $100,001 - $250,000 | - |
ISTB | P | 26 Aug 2021 | $1,001 - $15,000 | - |
VSS | S (partial) | 25 Aug 2021 | $1,001 - $15,000 | - |
KWEB | S | 25 Aug 2021 | $1,001 - $15,000 | - |
LEMB | S | 24 Aug 2021 | $1,001 - $15,000 | - |
EWZ | P | 12 Aug 2021 | $100,001 - $250,000 | - |
XLV | P | 11 Aug 2021 | $100,001 - $250,000 | - |
XLU | S | 9 Aug 2021 | $1,001 - $15,000 | Call Options; Strike Price $67; Expires 8/27/21 |
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 | - |
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 | - |
IGLB | P | 25 Jun 2021 | $15,001 - $50,000 | - |
KWEB | S (partial) | 24 Jun 2021 | $1,001 - $15,000 | - |
ISTB | S (partial) | 23 Jun 2021 | $15,001 - $50,000 | - |
FPE | P | 17 Jun 2021 | $1,001 - $15,000 | - |
EWT | S | 16 Jun 2021 | $1,001 - $15,000 | Call Option; Strike Price $60; Expires 6/18/2021 |
EWT | P | 15 Jun 2021 | $1,001 - $15,000 | Call Option; Strike Price $60; Expires 6/18/2021 |
BCI | S (partial) | 15 Jun 2021 | $1,001 - $15,000 | - |
IAU | P | 15 Jun 2021 | $1,001 - $15,000 | - |
EWT | S (partial) | 14 Jun 2021 | $100,001 - $250,000 | - |
XSVM | P | 10 Jun 2021 | $50,001 - $100,000 | - |
VNQ | P | 10 Jun 2021 | $100,001 - $250,000 | - |
VYM | P | 9 Jun 2021 | $100,001 - $250,000 | - |
EWZ | S (partial) | 4 Jun 2021 | $100,001 - $250,000 | - |
EWZ | S | 28 May 2021 | $1,001 - $15,000 | Call Options; Strike Price $38; Expires 6/4/21 |
MORT | S (partial) | 27 May 2021 | $50,001 - $100,000 | - |
SRLN | P | 20 May 2021 | $1,001 - $15,000 | - |
EWZ | P | 19 May 2021 | $100,001 - $250,000 | - |
LEMB | S (partial) | 18 May 2021 | $1,001 - $15,000 | - |
EWZ | S (partial) | 14 May 2021 | $100,001 - $250,000 | - |
ESGD | P | 10 May 2021 | $1,001 - $15,000 | - |
OMFL | P | 10 May 2021 | $15,001 - $50,000 | - |
IUSB | P | 10 May 2021 | $1,001 - $15,000 | - |
EWZ | S | 7 May 2021 | $1,001 - $15,000 | Call Options; Strike Price $36; Expires 5/14/21 |
XLF | S (partial) | 6 May 2021 | $15,001 - $50,000 | - |
XLU | P | 5 May 2021 | $1,001 - $15,000 | Call Options; Strike Price $65; Expires 5/14/21 |
XLU | S | 30 Apr 2021 | $1,001 - $15,000 | Call Options; Strike Price $65; Expires 5/14/21 |
EWT | S | 15 Apr 2021 | $1,001 - $15,000 | Call Option; Strike Price $58; Expires 4/16/2021 |
KBA | S | 14 Apr 2021 | $1,001 - $15,000 | - |
EWT | P | 14 Apr 2021 | $1,001 - $15,000 | Call Option; Strike Price $58; Expires 4/16/2021 |
EWZ | P | 1 Apr 2021 | $100,001 - $250,000 | - |
IWC | S | 31 Mar 2021 | $50,001 - $100,000 | - |
MORT | S (partial) | 30 Mar 2021 | $1,001 - $15,000 | - |
XLU | P | 30 Mar 2021 | $100,001 - $250,000 | - |
XLU | S (partial) | 29 Mar 2021 | $100,001 - $250,000 | - |
IWC | P | 26 Mar 2021 | $50,001 - $100,000 | - |
VWLUX | S (partial) | 23 Mar 2021 | $1,001 - $15,000 | - |
VXUS | P | 23 Mar 2021 | $1,001 - $15,000 | - |
VTI | P | 23 Mar 2021 | $1,001 - $15,000 | - |
VWIUX | S (partial) | 23 Mar 2021 | $1,001 - $15,000 | - |
MORT | P | 22 Mar 2021 | $50,001 - $100,000 | - |
EWT | S | 19 Mar 2021 | $1,001 - $15,000 | Call Option; Strike Price $58; Expires 4/16/2021 |
EWT | P | 18 Mar 2021 | $1,001 - $15,000 | Call Option; Strike Price $58; Expires 4/16/2021 |
JNK | S | 17 Mar 2021 | $100,001 - $250,000 | - |
XLRE | P | 17 Mar 2021 | $50,001 - $100,000 | - |
XLI | P | 9 Mar 2021 | $50,001 - $100,000 | - |
MORT | S | 8 Mar 2021 | $100,001 - $250,000 | - |
FBSOX | S (partial) | 8 Mar 2021 | $100,001 - $250,000 | - |
OPGIX | S (partial) | 8 Mar 2021 | $50,001 - $100,000 | - |
FBGRX | S (partial) | 8 Mar 2021 | $50,001 - $100,000 | - |
XLE | S | 5 Mar 2021 | $15,001 - $50,000 | - |
FTBFX | S | 4 Mar 2021 | $50,001 - $100,000 | - |
KWEB | S (partial) | 4 Mar 2021 | $1,001 - $15,000 | - |
MORT | P | 4 Mar 2021 | $100,001 - $250,000 | - |
KBA | S (partial) | 4 Mar 2021 | $1,001 - $15,000 | - |
EWZ | P | 3 Mar 2021 | $100,001 - $250,000 | - |
IUSB | P | 3 Mar 2021 | $15,001 - $50,000 | - |
ISTB | S (partial) | 1 Mar 2021 | $15,001 - $50,000 | - |
TLT | S | 1 Mar 2021 | $100,001 - $250,000 | - |
SUSA | P | 23 Feb 2021 | $1,001 - $15,000 | - |
XLE | S | 22 Feb 2021 | $1,001 - $15,000 | Call Option; Strike Price $45; Expires 3/5/21 |
XLP | S (partial) | 19 Feb 2021 | $1,001 - $15,000 | - |
PSCH | S | 17 Feb 2021 | $50,001 - $100,000 | - |
VNM | S | 17 Feb 2021 | $250,001 - $500,000 | - |
XLI | P | 4 Feb 2021 | $100,001 - $250,000 | - |
ILF | P | 26 Jan 2021 | $50,001 - $100,000 | - |
EWZ | P | 25 Jan 2021 | $1,001 - $15,000 | - |
VNM | P | 19 Jan 2021 | $50,001 - $100,000 | - |
IWN | S (partial) | 15 Jan 2021 | $100,001 - $250,000 | - |
VPL | P | 4 Jan 2021 | $1,001 - $15,000 | - |
VPL | P | 4 Jan 2021 | $15,001 - $50,000 | - |
VPL | P | 4 Jan 2021 | $1,001 - $15,000 | - |