
Dan Bishop
15 disclosed transactions · Nov 28, 2022 – Oct 26, 2023
$3.7M – $13.8M
Traded, all time
15 transactions · turnover, not holdings
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Portfolio vs S&P 500
portfolio not priceable
33%
Household trades
spouse, joint or child
26.7%
Filed late
avg 41 days to disclose
What they hold
Dan Bishop
Stock portfolio
$1.8M – $6.9M in disclosed securities · R-NC · House · 2023 filing

Misc
- SGUXX69%
- DODIX8.6%
- DBLLX4.0%
- VAIPX4.0%
- DAADX3.5%
- MSA2.5%
- VEGBX1.9%
- SHV1.7%
- Misc4.7%
Disclosed assets
From the annual financial disclosure. Assets only — liabilities are not included.
$4.1M – $12.0M
Disclosed assets, 2023
63 holdings · filed Aug 12, 2024
- Cash11$3.8M 47%
- Securities48$3.4M 43%
- Retirement4$823K 10%
Band is the reported range; the line is its midpoint.