
Representative · MA-9 · D
Current term Jan 3, 2025 – Jan 3, 2027 · In the House since Jan 5, 2011
Official websiteBiographical Directory
Portrait: U.S. Government Publishing Office, via unitedstates/images (public domain)
Periodic transaction reports required by the STOCK Act: purchases, sales, and exchanges of stocks, bonds, and similar assets over $1,000 by the member, a spouse, or a dependent child, due within 45 days of the transaction. Filers report a value range (a few enter an exact amount), not the price or number of shares. Reports are shown as filed. For stocks and funds with a ticker, “Price moves” shows the closing price after the trade, at disclosure, and since, with an estimate of what an amount you choose within the reported range would have gained or lost; these are estimates, not the filer’s actual results. Members who do not trade individual securities file none.
Reports filed since Jan 1, 2025 with the House Clerk, last checked Oct 23, 2026. Filings are linked to this member by the seat or chamber they held on the filing date and their name.
41 reported transactions in 13 electronically filed reports; latest filed Aug 25, 2026.
Periodic Transaction Report · filed Aug 25, 2026 · House Clerk
View original filingAlphabet Inc Note Coupon 4.80000%Mat 2/15/2036
Corporate Securities (Bonds and Notes) [CS]
Corporate Note
Held in: Focus Partners IRA
No ticker reported
| Transaction date | Owner | Asset | Type | Amount (as reported) | Notified / status | Prices |
|---|---|---|---|---|---|---|
| Aug 11, 2026Filed 14 days later | Member | Alphabet Inc Note Coupon 4.80000%Mat 2/15/2036Corporate Securities (Bonds and Notes) [CS]Corporate NoteHeld in: Focus Partners IRA | Purchase | $1,001 - $15,000 | Notified Aug 19, 2026New | No ticker reported |
Periodic Transaction Report · filed Aug 13, 2026 · House Clerk
View original filingCAPITAL ONE FINL CORP NOTE 7.62400% 10/30/2031
Corporate Securities (Bonds and Notes) [CS]
14040HDC6
Held in: Focus Partners IRA
No ticker reported
HCA INC. NOTE CALL MAKE WHOLE 5.62500% 09/01/2028
Corporate Securities (Bonds and Notes) [CS]
404121AJ4
Held in: Focus Partners IRA
No ticker reported
| Transaction date | Owner |
|---|
Periodic Transaction Report · filed May 18, 2026 · House Clerk
View original filingJPMORGAN CHASE &CO NOTE CALL MAKE WHOLE 5.57200% 04/22/2036
Corporate Securities (Bonds and Notes) [CS]
46647PEX0
Held in: Bill's IRA
No ticker reported
NORTHROP GRUMMAN CORP NOTE 4.40000% 05/01/2030 CALL MAKE WHOLE
Corporate Securities (Bonds and Notes) [CS]
666807BS0
Held in: Bill's IRA
No ticker reported
OTIS WORLDWIDE CORP NOTE CALL MAKE WHOLE 5.25000% 08/16/2028
Corporate Securities (Bonds and Notes) [CS]
68902VAP2
Periodic Transaction Report · filed Apr 13, 2026 · House Clerk
View original filingUNITED STATES TREAS BILLS ZERO CPN 0.00000% 04/28/2026
Government Securities and Agency Debt [GS]
912797TK3
Held in: Bill's IRA
No ticker reported
| Transaction date | Owner | Asset | Type | Amount (as reported) | Notified / status | Prices |
|---|---|---|---|---|---|---|
| Mar 26, 2026Filed 18 days later | Member | UNITED STATES TREAS BILLS ZERO CPN 0.00000% 04/28/2026Government Securities and Agency Debt [GS]912797TK3Held in: Bill's IRA | Purchase | $50,001 - $100,000 | No ticker reported |
Periodic Transaction Report · filed Mar 16, 2026 · House Clerk
View original filingALPHABET INC NOTE CALL MAKE WHOLE 4.70000% 11/15/2035
Corporate Securities (Bonds and Notes) [CS]
02079KAY3
Held in: Bill's IRA
No ticker reported
CHUBB INA HLDGS INC NOTE CALL MAKE WHOLE 5.00000% 03/15/2034
Corporate Securities (Bonds and Notes) [CS]
171239AK2
Held in: Bill's IRA
No ticker reported
UNITED STATES TREAS BILLS ZERO CPN 0.00000% 03/24/2026
Government Securities and Agency Debt [GS]
912797TA5
Periodic Transaction Report · filed Feb 26, 2026 · House Clerk
View original filingUNITED STATES TREAS BILLS ZERO CPN 0.00000% 03/24/2026
Government Securities and Agency Debt [GS]
912797TA5
Held in: Bill's IRA
No ticker reported
VMWARE LLC NOTE CALL MAKE WHOLE 4.70000% 05/15/2030
Corporate Securities (Bonds and Notes) [CS]
928563AF2
Held in: Bill's IRA
No ticker reported
| Transaction date | Owner | Asset |
|---|
Periodic Transaction Report · filed Feb 6, 2026 · House Clerk
View original filingUNITED STATES TREAS BILLS ZERO CPN 0.00000% 03/24/2026
Government Securities and Agency Debt [GS]
912797TA5
Held in: Bill's IRA
No ticker reported
UNITED STATES TREAS BILLS ZERO CPN 0.00000% 03/24/2026
Government Securities and Agency Debt [GS]
912797TA5
Held in: Bill's IRA
No ticker reported
| Transaction date | Owner | Asset |
|---|
Periodic Transaction Report · filed Dec 16, 2025 · House Clerk
View original filingCOMCAST CORP NEW NOTE CALL MAKE WHOLE 4.25000% 10/15/2030
Corporate Securities (Bonds and Notes) [CS]
20030NCU3
Held in: Bill's IRA
No ticker reported
| Transaction date | Owner | Asset | Type | Amount (as reported) | Notified / status | Prices |
|---|---|---|---|---|---|---|
| Dec 5, 2025Filed 11 days later | Member | COMCAST CORP NEW NOTE CALL MAKE WHOLE 4.25000% 10/15/2030Corporate Securities (Bonds and Notes) [CS]20030NCU3Held in: Bill's IRA | Sale | $1,001 - $15,000 | No ticker reported |
Periodic Transaction Report · filed Sep 4, 2025 · House Clerk
View original filingSIMON PPTY GROUP LP NOTE CALL MAKE WHOLE 5.12500% 10/01/2035
Corporate Securities (Bonds and Notes) [CS]
828807EA1
Held in: Bill's IRA
No ticker reported
| Transaction date | Owner | Asset | Type | Amount (as reported) | Notified / status | Prices |
|---|---|---|---|---|---|---|
| Aug 18, 2025Filed 17 days later | Member | SIMON PPTY GROUP LP NOTE CALL MAKE WHOLE 5.12500% 10/01/2035Corporate Securities (Bonds and Notes) [CS]828807EA1Held in: Bill's IRA | Purchase | $1,001 - $15,000 | No ticker reported |
Periodic Transaction Report · filed Jun 23, 2025 · House Clerk
View original filingMICROSOFT CORP NOTE CALL MAKE WHOLE 3.12500% 11/03/2025
Corporate Securities (Bonds and Notes) [CS]
594918BJ2
Held in: Bill's IRA
No ticker reported
PEPSICO INC NOTE CALL MAKE WHOLE 3.90000% 07/18/2032
Corporate Securities (Bonds and Notes) [CS]
713448FM5
Held in: Bill's IRA
No ticker reported
| Transaction date | Owner | Asset |
|---|
| Asset |
|---|
| Type |
|---|
| Amount (as reported) |
|---|
| Notified / status |
|---|
| Prices |
|---|
| Jun 30, 2026Filed 44 days later | Member | CAPITAL ONE FINL CORP NOTE 7.62400% 10/30/2031Corporate Securities (Bonds and Notes) [CS]14040HDC6Held in: Focus Partners IRA | Purchase | $1,001 - $15,000 | Notified Aug 11, 2026New | No ticker reported |
| Jun 30, 2026Filed 44 days later | Member | HCA INC. NOTE CALL MAKE WHOLE 5.62500% 09/01/2028Corporate Securities (Bonds and Notes) [CS]404121AJ4Held in: Focus Partners IRA | Purchase | $15,001 - $50,000 | Notified Aug 11, 2026New | No ticker reported |
Held in: Bill's IRA
No ticker reported
SIMON PPTY GROUP LP NOTE CALL MAKE WHOLE 5.12500% 10/01/2035
Corporate Securities (Bonds and Notes) [CS]
46647PEX0
Held in: Bill's IRA
No ticker reported
T MOBILE USA INC NOTE CALL MAKE WHOLE 5.05000% 07/15/2033
Corporate Securities (Bonds and Notes) [CS]
87264ACY9
Held in: Bill's IRA
No ticker reported
THE CAMPBELLS COMPANY NOTE 5.40000% 03/21/2034 CALL MAKE WHOLE
Corporate Securities (Bonds and Notes) [CS]
134429BP3
Held in: Bill's IRA
No ticker reported
UNITED STATES TREAS BILLS ZERO CPN 0.00000% 05/28/2026
Government Securities and Agency Debt [GS]
912797SW8
Held in: Bill's IRA
No ticker reported
VMWARE LLC NOTE CALL MAKE WHOLE 4.70000% 05/15/2030
Corporate Securities (Bonds and Notes) [CS]
928563AF2
Held in: Bill's IRA
No ticker reported
| Transaction date | Owner | Asset | Type | Amount (as reported) | Notified / status | Prices |
|---|---|---|---|---|---|---|
| May 8, 2026Filed 10 days later | Member | JPMORGAN CHASE &CO NOTE CALL MAKE WHOLE 5.57200% 04/22/2036Corporate Securities (Bonds and Notes) [CS]46647PEX0Held in: Bill's IRA | Purchase | $1,001 - $15,000 | Notified May 18, 2026New | No ticker reported |
| May 8, 2026Filed 10 days later | Member | NORTHROP GRUMMAN CORP NOTE 4.40000% 05/01/2030 CALL MAKE WHOLECorporate Securities (Bonds and Notes) [CS]666807BS0Held in: Bill's IRA | Purchase | $1,001 - $15,000 | Notified May 18, 2026New | No ticker reported |
| Apr 29, 2026Filed 19 days later | Member | OTIS WORLDWIDE CORP NOTE CALL MAKE WHOLE 5.25000% 08/16/2028Corporate Securities (Bonds and Notes) [CS]68902VAP2Held in: Bill's IRA | Purchase | $1,001 - $15,000 | Notified May 4, 2026New | No ticker reported |
| May 8, 2026Filed 10 days later | Member | SIMON PPTY GROUP LP NOTE CALL MAKE WHOLE 5.12500% 10/01/2035Corporate Securities (Bonds and Notes) [CS]46647PEX0Held in: Bill's IRA | Purchase | $1,001 - $15,000 | Notified May 18, 2026New | No ticker reported |
| Apr 17, 2026Filed 31 days later | Member | T MOBILE USA INC NOTE CALL MAKE WHOLE 5.05000% 07/15/2033Corporate Securities (Bonds and Notes) [CS]87264ACY9Held in: Bill's IRA | Purchase | $1,001 - $15,000 | Notified Apr 27, 2026New | No ticker reported |
| May 6, 2026Filed 12 days later | Member | THE CAMPBELLS COMPANY NOTE 5.40000% 03/21/2034 CALL MAKE WHOLECorporate Securities (Bonds and Notes) [CS]134429BP3Held in: Bill's IRA | Sale | $15,001 - $50,000 | Notified May 18, 2026New | No ticker reported |
| Apr 30, 2026Filed 18 days later | Member | UNITED STATES TREAS BILLS ZERO CPN 0.00000% 05/28/2026Government Securities and Agency Debt [GS]912797SW8Held in: Bill's IRA | Purchase | $1,001 - $15,000 | Notified May 4, 2026New | No ticker reported |
| May 8, 2026Filed 10 days later | Member | VMWARE LLC NOTE CALL MAKE WHOLE 4.70000% 05/15/2030Corporate Securities (Bonds and Notes) [CS]928563AF2Held in: Bill's IRA | Purchase | $1,001 - $15,000 | Notified May 18, 2026New | No ticker reported |
| Notified Apr 8, 2026New |
Held in: Bill's IRA
No ticker reported
| Transaction date | Owner | Asset | Type | Amount (as reported) | Notified / status | Prices |
|---|---|---|---|---|---|---|
| Feb 20, 2026Filed 24 days later | Member | ALPHABET INC NOTE CALL MAKE WHOLE 4.70000% 11/15/2035Corporate Securities (Bonds and Notes) [CS]02079KAY3Held in: Bill's IRA | Purchase | $1,001 - $15,000 | Notified Mar 15, 2026New | No ticker reported |
| Feb 20, 2026Filed 24 days later | Member | CHUBB INA HLDGS INC NOTE CALL MAKE WHOLE 5.00000% 03/15/2034Corporate Securities (Bonds and Notes) [CS]171239AK2Held in: Bill's IRA | Purchase | $1,001 - $15,000 | Notified Mar 15, 2026New | No ticker reported |
| Feb 20, 2026Filed 24 days later | Member | UNITED STATES TREAS BILLS ZERO CPN 0.00000% 03/24/2026Government Securities and Agency Debt [GS]912797TA5Held in: Bill's IRA | Purchase | $1,001 - $15,000 | Notified Mar 15, 2026New | No ticker reported |
| Type |
|---|
| Amount (as reported) |
|---|
| Notified / status |
|---|
| Prices |
|---|
| Feb 4, 2026Filed 22 days later | Member | UNITED STATES TREAS BILLS ZERO CPN 0.00000% 03/24/2026Government Securities and Agency Debt [GS]912797TA5Held in: Bill's IRA | Purchase | $1,001 - $15,000 | Notified Feb 25, 2026New | No ticker reported |
| Feb 4, 2026Filed 22 days later | Member | VMWARE LLC NOTE CALL MAKE WHOLE 4.70000% 05/15/2030Corporate Securities (Bonds and Notes) [CS]928563AF2Held in: Bill's IRA | Purchase | $1,001 - $15,000 | Notified Feb 25, 2026New | No ticker reported |
| Type |
|---|
| Amount (as reported) |
|---|
| Notified / status |
|---|
| Prices |
|---|
| Jan 8, 2026Filed 29 days later | Member | UNITED STATES TREAS BILLS ZERO CPN 0.00000% 03/24/2026Government Securities and Agency Debt [GS]912797TA5Held in: Bill's IRA | Purchase | $1,001 - $15,000 | Notified Feb 4, 2026New | No ticker reported |
| Jan 26, 2026Filed 11 days later | Member | UNITED STATES TREAS BILLS ZERO CPN 0.00000% 03/24/2026Government Securities and Agency Debt [GS]912797TA5Held in: Bill's IRA | Purchase | $1,001 - $15,000 | Notified Feb 4, 2026New | No ticker reported |
| Notified Sep 2, 2025New |
| Type |
|---|
| Amount (as reported) |
|---|
| Notified / status |
|---|
| Prices |
|---|
| May 15, 2025Filed 39 days later | Member | MICROSOFT CORP NOTE CALL MAKE WHOLE 3.12500% 11/03/2025Corporate Securities (Bonds and Notes) [CS]594918BJ2Held in: Bill's IRA | Sale | $1,001 - $15,000 | Notified Jun 9, 2025New | No ticker reported |
| Jun 9, 2025Filed 14 days later | Member | PEPSICO INC NOTE CALL MAKE WHOLE 3.90000% 07/18/2032Corporate Securities (Bonds and Notes) [CS]713448FM5Held in: Bill's IRA | Sale | $1,001 - $15,000 | Notified Jun 23, 2025New | No ticker reported |