Trade with Congress

Tom Udall

DemocratDemocratSenator · NMformer member

3 disclosed transactions · Apr 10, 2018 – Dec 18, 2018

Watch Tom Udall

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$17K – $80K
Traded, all time
3 transactions · turnover, not holdings
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Portfolio vs S&P 500
portfolio not priceable
67%
Household trades
spouse, joint or child
66.7%
Filed late
avg 172 days to disclose

What they hold

Tom Udall

Stock portfolio

$1.2M – $2.8M in disclosed securities · D-NM · Senate · 2021 filing

Misc
  • VIIIX19%
  • ANWPX12%
  • NYSE8.7%
  • AGTHX8.7%
  • NEWFX8.7%
  • EWEAX8.7%
  • SMCWX8.7%
  • CAIBX3.7%
  • Misc21%
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.

$3.1M – $9.6M
Disclosed assets, 2021
28 holdings · filed Apr 30, 2021
Asset mix, 2021
  • Securities25$6.2M 98%
  • Insurance1$75K 1%
  • Cash2$41K 1%
Reported range by year2019–2021
$9.6M$4.8M$02019: $1.6M–$3.8M across 43 holdings2020: $2.2M–$4.9M across 36 holdings2021: $3.1M–$9.6M across 28 holdings201920202021

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

What they trade

Most traded

GEGE2 trades · $16K – $65KPARAPARA1 trade · $1K – $15K

Transactions

None in the last 12 months · 3 all time