Trade with Congress

Dean Phillips

DemocratDemocratRepresentative · MN-3former member

869 disclosed transactions · Jan 4, 2019 – Jul 2, 2024

Watch Dean Phillips

Email me when a new trade is disclosed.

$3.5M – $21.5M
Traded, all time
869 transactions · turnover, not holdings
—
Portfolio vs S&P 500
portfolio not priceable
0%
Household trades
spouse, joint or child
4.6%
Filed late
avg 32 days to disclose

What they hold

Dean Phillips

Stock portfolio

$145K – $400K in disclosed securities · D-MN · House · 2023 filing

ACGL
  • APAX64%
  • FSNUX12%
  • ACGL12%
  • CIUEX12%
Securities only — not net worth. Real property and private businesses are most of congressional wealth and have no ticker. Shares are of the midpoint of each disclosed bracket; because holdings are reported in ranges rather than amounts, positions in the same bracket appear equal. Source: 2023 annual disclosure. tradewithcongress.org

Disclosed assets

From the annual financial disclosure. Assets only — liabilities are not included.

$18.5M – $76.6M
Disclosed assets, 2023
49 holdings · filed Aug 13, 2024
Asset mix, 2023
  • Private31$41.9M 88%
  • Cash11$4.2M 9%
  • Insurance4$1.2M 3%
  • Other1$175K 0%
  • Securities2$65K 0%
Reported range by year2019–2023
$96.1M$48.0M$02019: $30.4M–$96.1M across 515 holdings2020: $26.8M–$79.5M across 497 holdings2021: $22.2M–$79.4M across 117 holdings2022: $20.5M–$69.7M across 114 holdings2023: $18.5M–$76.6M across 49 holdings20192020202120222023

Band is the reported range; the line is its midpoint.

What they trade

Most traded

WFCWFC13 trades · $41K – $265KMMMMMM9 trades · $23K – $170KKHCKHC5 trades · $33K – $145KJPMJPM8 trades · $22K – $155KETNETN11 trades · $11K – $165KCERNCERN10 trades · $10K – $150KPMPM9 trades · $9K – $135KCRMCRM2 trades · $30K – $100KCBCB8 trades · $8K – $120KTT7 trades · $7K – $105K

Transactions

None in the last 12 months · 869 all time