Trade with Congress

Kelly Loeffler

RepublicanRepublicanSenator · GAformer member

390 disclosed transactions · Jan 8, 2020 – Sep 23, 2020

Watch Kelly Loeffler

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$50.9M – $200.4M
Traded, all time
390 transactions · turnover, not holdings
—
Portfolio vs S&P 500
portfolio not priceable
95%
Household trades
spouse, joint or child
27.9%
Filed late
avg 39 days to disclose

What they hold

Kelly Loeffler

Stock portfolio

$100.7M – $370.8M in disclosed securities · R-GA · Senate · 2021 filing

ICE
IVV
Misc
  • ICE26%
  • GSFTX7.6%
  • CMTFX7.6%
  • DLHIX7.6%
  • MTCIX7.6%
  • POLIX7.6%
  • DVFYX6.7%
  • IVV6.4%
  • Misc23%
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: 2021 annual disclosure. tradewithcongress.org

Disclosed assets

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

$232.0M – more
Disclosed assets, 2021
1,120 holdings · filed May 19, 2021
Asset mix, 2021
  • Securities987$318.1M 60%
  • Other60$142.5M 27%
  • Cash41$60.1M 11%
  • Private24$6.2M 1%
  • Real estate8$5.3M 1%
Reported range by year2020–2021
$832.3M$416.2M$02020: $103.9M–$313.6M across 724 holdings2021: $232.0M–$832.3M across 1120 holdings20202021

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

What they trade

Most traded

ICEICE11 trades · $30.3M – $150.5MDFSDFS9 trades · $1.0M – $2.2MPRUPRU12 trades · $598K – $1.5MCVXCVX12 trades · $583K – $1.4MAIZAIZ9 trades · $598K – $1.3MDDDD14 trades · $479K – $1.3MCMECME8 trades · $515K – $1.2MREZIREZI9 trades · $495K – $1.2MCSCOCSCO9 trades · $468K – $1.2MXOMXOM3 trades · $550K – $1.1M

Transactions

None in the last 12 months · 390 all time