Trade with Congress

Patrick T. McHenry

RepublicanRepublicanRepresentative · NC-10former member

1 disclosed transactions · Nov 19, 2020 – Nov 19, 2020

Watch Patrick T. McHenry

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$15K – $50K
Traded, all time
1 transactions · turnover, not holdings
—
Portfolio vs S&P 500
portfolio not priceable
0%
Household trades
spouse, joint or child
100%
Filed late
avg 52 days to disclose

What they hold

Patrick T. McHenry

Stock portfolio

$502K – $1.0M in disclosed securities · R-NC · House · 2023 filing

  • VITVX49%
  • FUFRX49%
  • AOR1.0%
  • MMC1.0%
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.

$685K – $1.5M
Disclosed assets, 2023
12 holdings · filed May 15, 2024
Asset mix, 2023
  • Securities4$399K 36%
  • Retirement1$375K 34%
  • Other1$175K 16%
  • Real estate3$140K 13%
  • Cash2$16K 1%
  • Other1$500 0%
Reported range by year2019–2023
$1.7M$831K$02019: $444K–$1.1M across 14 holdings2020: $444K–$1.2M across 15 holdings2021: $729K–$1.7M across 14 holdings2022: $664K–$1.5M across 13 holdings2023: $685K–$1.5M across 12 holdings20192020202120222023

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

What they trade

Most traded

DD1 trade · $15K – $50K

Transactions

None in the last 12 months · 1 all time