Trade with Congress

Mark R. Warner

DemocratDemocratSenator · VAcurrently serving

118 disclosed transactions · Jun 2, 2017 – Jul 7, 2026

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$33.5M – $98.4M
Traded, all time
118 transactions · turnover, not holdings
-24.2%
Portfolio vs S&P 500
8 positions · 67% of securities priced
6%
Household trades
spouse, joint or child
0.8%
Filed late
avg 31 days to disclose

Committees

  • Banking, Housing, and Urban Affairs
    • Digital Assets
    • Financial Institutions and Consumer Protection
    • Securities, Insurance, and InvestmentRanking Member
  • Finance
    • Health Care
    • International Trade, Customs, and Global Competitiveness
    • Taxation and IRS Oversight
  • Rules and Administration
  • the Budget
  • Senate Select Committee on IntelligenceVice Chairman

What they hold

Mark R. Warner

Stock portfolio

$36.4M – $180.8M in disclosed securities · D-VA · Senate · 2025 filing

SPY
RSP
VEA
VB
AGG
Misc
  • SPY20%
  • RSP17%
  • VEA14%
  • VB14%
  • AGG14%
  • FTIXX2.8%
  • GWMIX2.8%
  • PIMIX2.8%
  • Misc14%
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: 2025 annual disclosure. tradewithcongress.org

Disclosed assets

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

$76.1M – more
Disclosed assets, 2025
148 holdings · filed Aug 13, 2025
Asset mix, 2025
  • Securities79$135.1M 71%
  • Private33$32.6M 17%
  • Other24$21.6M 11%
  • Cash12$414K 0%
Reported range by year2019–2025
$846.2M$423.1M$02019: $80.2M–$348.1M across 172 holdings2020: $90.1M–$411.8M across 111 holdings2021: $186.8M–$846.2M across 212 holdings2022: $94.6M–$438.7M across 103 holdings2023: $64.3M–$297.2M across 95 holdings2024: $90.1M–$382.2M across 139 holdings2025: $76.1M–$303.4M across 148 holdings2019202020212022202320242025

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

Disclosed portfolio vs the market

What the annual reports say they held, valued from Aug 10, 2023.

-24.2%
vs the S&P 500
Portfolio +55.7% · S&P 500 +80.0% · 8 positions
18713684S&P 500WarnerAug 10, 2023Aug 10, 2026

What they trade

Most traded

CHTRCHTR1 trade · $1.0M – $5.0MXONXON1 trade · $1.0M – $5.0MZAYOZAYO2 trades · $750K – $1.5MHALOHALO1 trade · $500K – $1.0MROADROAD3 trades · $400K – $850KZIOP1 trade · $250K – $500K

Transactions

5 · last 12 months
AssetTypeAmountTradedDisclosed
—
Manassas VA GO Public Improvement Refunding Bonds Rate/Coupon: 4.0% Matures: 2032-01-01
Buy$50K – $100KJul 7, 2026Aug 14, 2026
—
Alexandria VA GO Capital Improvement Bonds Rate/Coupon: 5.0% Matures: 2031-12-15
Buy$50K – $100KJul 2, 2026Aug 14, 2026
—
Virginia Beach VA GO Public Improvement Bonds Rate/Coupon: 5.0% Matures: 2031-02-01
Buy$100K – $250KJul 2, 2026Aug 14, 2026
—
West Deptford Energy Holdings, LLC Company: West Deptford Energy Holdings, LLC  (New York, NY) Description: Energy Company
Sell$1K – $15KDec 24, 2025Jan 16, 2026
—
BetterCloud Company: BetterCloud  (New York, NY) Description: Cloud Storage
Sell$1K – $15KDec 10, 2025Jan 16, 2026