Ellen McCausland Lord Stock Trades
Under Secretary for Acquisition, Technology, Logistics of DefenseFormer member
- Trades on file
- 52
- Buys / sells
- 19 / 33
- Last trade
- Sep 14, 2020
- Typical amount
- $1,001 – $15,000
Ellen McCausland Lord's trading activity
Ellen McCausland Lord has 52 stock and securities transactions on file in periodic transaction reports filed under the STOCK Act. The most frequently reported tickers are IJH (2 trades), RSP (2 trades) and TPYP (2 trades). Across all reported trades, 19 were purchases and 33 were sales (full or partial).
The most recent reported transaction is dated Sep 14, 2020, and the latest report was filed on Mar 18, 2021. The most common reported amount range is $1,001 – $15,000; the forms list value ranges rather than exact amounts.
Summary generated from market data by MetaCap's automated system. Methodology
Trades by year
| Year | Trades |
|---|---|
| 2020 | 52 |
Stocks Ellen McCausland Lord trades most
| Stock | Trades | Buys | Sells |
|---|---|---|---|
| IJHiShares Core S&P Mid-Cap ETF | 2 | 1 | 1 |
| RSPInvesco S&P 500 Equal Weight ETF | 2 | 1 | 1 |
| TPYPTortoise North American Pipeline ETF | 2 | 1 | 1 |
| IJKiShares S&P Mid-Cap 400 Growth ETF | 2 | 1 | 1 |
| IJRiShares Core S&P Small-Cap ETF | 2 | 1 | 1 |
| VWOVanguard FTSE Emerging Markets ETF | 1 | 0 | 1 |
| FTAFirst Large Cap Value AlphaDEX Fund | 1 | 0 | 1 |
| ISCViShares Morningstar Small-Cap Value ETF | 1 | 0 | 1 |
| VBKVanguard Morningstar Small-Cap Growth ETF | 1 | 0 | 1 |
| EXGEaton Vance Tax-Managed Global Diversified Equity Income Fund | 1 | 0 | 1 |
Ellen McCausland Lord trade history
| Asset | Type | Amount | Traded | Filing |
|---|---|---|---|---|
| T Rowe Price New Horizons Fund, Inc (PRNHX)fund | Sell | $1,001 – $15,000 | Sep 14, 2020 | Filing for Ellen McCausland Lord T Rowe Price New Horizons Fund, Inc (PRNHX) trade |
| T Rowe Price Tax-Free Short-Intermediate Fund, Inc (PRFSX)fund | Sell | $1,001 – $15,000 | Sep 14, 2020 | Filing for Ellen McCausland Lord T Rowe Price Tax-Free Short-Intermediate Fund, Inc (PRFSX) trade |
| Janus Henderson European Focus Fund Class I Shares (HFEIX)fund | Sell | $1,001 – $15,000 | Sep 14, 2020 | Filing for Ellen McCausland Lord Janus Henderson European Focus Fund Class I Shares (HFEIX) trade |
| Abbey Capital Futures Strategy Fund Class I Shares (ABYIX)fund | Sell | $1,001 – $15,000 | Sep 14, 2020 | Filing for Ellen McCausland Lord Abbey Capital Futures Strategy Fund Class I Shares (ABYIX) trade |
| VWOVanguard FTSE Emerging Markets ETF | Sell | $1,001 – $15,000 | Sep 14, 2020 | Filing for Ellen McCausland Lord VWO trade |
| Morgan Stanley Institutional Fund Trust Growth Portfolio Class I Shares (MSEQX)fund | Sell | $1,001 – $15,000 | Sep 14, 2020 | Filing for Ellen McCausland Lord Morgan Stanley Institutional Fund Trust Growth Portfolio Class I Shares (MSEQX) trade |
| IJRiShares Core S&P Small-Cap ETF | Sell | $1,001 – $15,000 | Sep 14, 2020 | Filing for Ellen McCausland Lord IJR trade |
| Lyrical US Value Equity Fund Institutional Class Shares (LYRIX)fund | Sell | $1,001 – $15,000 | Sep 14, 2020 | Filing for Ellen McCausland Lord Lyrical US Value Equity Fund Institutional Class Shares (LYRIX) trade |
| TPYPTortoise North American Pipeline ETF | Sell | $1,001 – $15,000 | Sep 14, 2020 | Filing for Ellen McCausland Lord TPYP trade |
| Neuberger Berman Long Short Fundfund | Buy | $50,001 – $100,000 | Jun 26, 2020 | Filing for Ellen McCausland Lord Neuberger Berman Long Short Fund trade |
| Neuberger Berman MLP and Energy Incomestock | Sell | $50,001 – $100,000 | Apr 14, 2020 | Filing for Ellen McCausland Lord Neuberger Berman MLP and Energy Income trade |
| AQR Managed Futures Strategy Fund Class I Shares (AQMIX)fund | Buy | $1,001 – $15,000 | Apr 14, 2020 | Filing for Ellen McCausland Lord AQR Managed Futures Strategy Fund Class I Shares (AQMIX) trade |
| IJHiShares Core S&P Mid-Cap ETF | Buy | $1,001 – $15,000 | Apr 14, 2020 | Filing for Ellen McCausland Lord IJH trade |
| IJKiShares S&P Mid-Cap 400 Growth ETF | Buy | $15,001 – $50,000 | Apr 14, 2020 | Filing for Ellen McCausland Lord IJK trade |
| Eaton VanceTax-ManagedGlobal Diversifiedstock | Buy | $15,001 – $50,000 | Apr 14, 2020 | Filing for Ellen McCausland Lord Eaton VanceTax-ManagedGlobal Diversified trade |
| Janus Henderson European Focus Fundfund | Buy | $15,001 – $50,000 | Apr 14, 2020 | Filing for Ellen McCausland Lord Janus Henderson European Focus Fund trade |
| TPYPTortoise North American Pipeline ETF | Buy | $15,001 – $50,000 | Apr 14, 2020 | Filing for Ellen McCausland Lord TPYP trade |
| RSPInvesco S&P 500 Equal Weight ETF | Buy | $15,001 – $50,000 | Apr 14, 2020 | Filing for Ellen McCausland Lord RSP trade |
| VanguardEmerging Markets Stock Index Fundfund | Buy | $15,001 – $50,000 | Apr 14, 2020 | Filing for Ellen McCausland Lord VanguardEmerging Markets Stock Index Fund trade |
| Morgan Stanley Institutional Fund Trustfund | Buy | $50,001 – $100,000 | Apr 14, 2020 | Filing for Ellen McCausland Lord Morgan Stanley Institutional Fund Trust trade |
| Abbey Capital Futures Strategy Fund Class Ifund | Buy | $15,001 – $50,000 | Apr 14, 2020 | Filing for Ellen McCausland Lord Abbey Capital Futures Strategy Fund Class I trade |
| PGIM Short-Term Corporate Bond Fund Classfund | Buy | $50,001 – $100,000 | Apr 14, 2020 | Filing for Ellen McCausland Lord PGIM Short-Term Corporate Bond Fund Class trade |
| Lyrical US Value Equity Fund Institutionalfund | Buy | $50,001 – $100,000 | Apr 14, 2020 | Filing for Ellen McCausland Lord Lyrical US Value Equity Fund Institutional trade |
| IJRiShares Core S&P Small-Cap ETF | Buy | $50,001 – $100,000 | Apr 14, 2020 | Filing for Ellen McCausland Lord IJR trade |
| Virtus Newfleet Multi-Sector Short Term Bondstock | Sell | $50,001 – $100,000 | Mar 4, 2020 | Filing for Ellen McCausland Lord Virtus Newfleet Multi-Sector Short Term Bond trade |
| Franklin Mutual European Fund Class Zfund | Sell | $15,001 – $50,000 | Mar 4, 2020 | Filing for Ellen McCausland Lord Franklin Mutual European Fund Class Z trade |
| T Rowe Price Japan Fund (PRJPX)fund | Sell | $1,001 – $15,000 | Mar 4, 2020 | Filing for Ellen McCausland Lord T Rowe Price Japan Fund (PRJPX) trade |
| AQR Managed Futures Strategy Fund Class I Shares (AQMIX)fund | Sell | $1,001 – $15,000 | Mar 4, 2020 | Filing for Ellen McCausland Lord AQR Managed Futures Strategy Fund Class I Shares (AQMIX) trade |
| EXGEaton Vance Tax-Managed Global Diversified Equity Income Fund | Sell | $1,001 – $15,000 | Mar 4, 2020 | Filing for Ellen McCausland Lord EXG trade |
| T Rowe Price Tax-Free Short-Intermediate Fund, Inc (PRFSX)fund | Sell | $1,001 – $15,000 | Mar 4, 2020 | Filing for Ellen McCausland Lord T Rowe Price Tax-Free Short-Intermediate Fund, Inc (PRFSX) trade |
| Cullen International High Dividend Fund Class I Shares (CIHIX)fund | Sell | $1,001 – $15,000 | Mar 4, 2020 | Filing for Ellen McCausland Lord Cullen International High Dividend Fund Class I Shares (CIHIX) trade |
| VBKVanguard Morningstar Small-Cap Growth ETF | Sell | $1,001 – $15,000 | Mar 4, 2020 | Filing for Ellen McCausland Lord VBK trade |
| Virtus VontobelEmerging Marketsstock | Sell | $15,001 – $50,000 | Mar 4, 2020 | Filing for Ellen McCausland Lord Virtus VontobelEmerging Markets trade |
| DoubleLine Total Return Bond Fund Class I Shares (DBLTX)fund | Sell | $1,001 – $15,000 | Mar 4, 2020 | Filing for Ellen McCausland Lord DoubleLine Total Return Bond Fund Class I Shares (DBLTX) trade |
| IJKiShares S&P Mid-Cap 400 Growth ETF | Sell | $1,001 – $15,000 | Mar 4, 2020 | Filing for Ellen McCausland Lord IJK trade |
| FTAFirst Trust Large Cap Value AlphaDEX Fund | Sell | $50,001 – $100,000 | Mar 4, 2020 | Filing for Ellen McCausland Lord FTA trade |
| IJHiShares Core S&P Mid-Cap ETF | Sell | $1,001 – $15,000 | Mar 4, 2020 | Filing for Ellen McCausland Lord IJH trade |
| Calamos Market Neutral Income Fund Class I Shares (CMNIX)fund | Sell | $1,001 – $15,000 | Mar 4, 2020 | Filing for Ellen McCausland Lord Calamos Market Neutral Income Fund Class I Shares (CMNIX) trade |
| PGIM Short-Term Corporate Bond Fund Classfund | Sell | $15,001 – $50,000 | Mar 4, 2020 | Filing for Ellen McCausland Lord PGIM Short-Term Corporate Bond Fund Class trade |
| ISCViShares Morningstar Small-Cap Value ETF | Sell | $15,001 – $50,000 | Mar 4, 2020 | Filing for Ellen McCausland Lord ISCV trade |
| RSPInvesco S&P 500 Equal Weight ETF | Sell | $15,001 – $50,000 | Mar 4, 2020 | Filing for Ellen McCausland Lord RSP trade |
| Neuberger Berman Equity Income Fundfund | Sell | $100,001 – $250,000 | Mar 4, 2020 | Filing for Ellen McCausland Lord Neuberger Berman Equity Income Fund trade |
| EuroPacific Growth Fund Class F2 Sharesfund | Sell | $100,001 – $250,000 | Mar 4, 2020 | Filing for Ellen McCausland Lord EuroPacific Growth Fund Class F2 Shares trade |
| PGIM Total Return Bond Fund Class Z Shares (PDBZX)fund | Buy | $1,001 – $15,000 | Feb 24, 2020 | Filing for Ellen McCausland Lord PGIM Total Return Bond Fund Class Z Shares (PDBZX) trade |
| Neuberger Berman Equity Income Fund Institutional Class Shares (NBHIX)fund | Buy | $1,001 – $15,000 | Feb 24, 2020 | Filing for Ellen McCausland Lord Neuberger Berman Equity Income Fund Institutional Class Shares (NBHIX) trade |
| DoubleLine Total Return Bond Fund Class I Shares (DBLTX)fund | Buy | $1,001 – $15,000 | Feb 13, 2020 | Filing for Ellen McCausland Lord DoubleLine Total Return Bond Fund Class I Shares (DBLTX) trade |
| Hartford Growth Opportunities Fund Class Ifund | Buy | $15,001 – $50,000 | Feb 13, 2020 | Filing for Ellen McCausland Lord Hartford Growth Opportunities Fund Class I trade |
| Franklin K2 Alternative Strategies Fundfund | Sell | $15,001 – $50,000 | Feb 13, 2020 | Filing for Ellen McCausland Lord Franklin K2 Alternative Strategies Fund trade |
| Hartford Growth Opportunities Fund Class Ifund | Sell | $15,001 – $50,000 | Feb 13, 2020 | Filing for Ellen McCausland Lord Hartford Growth Opportunities Fund Class I trade |
| Highland Long/Short Equity Fund Class Zfund | Sell | $100,001 – $250,000 | Feb 13, 2020 | Filing for Ellen McCausland Lord Highland Long/Short Equity Fund Class Z trade |
| PGIM Total Return Bond Fund Class Zfund | Sell | $15,001 – $50,000 | Feb 13, 2020 | Filing for Ellen McCausland Lord PGIM Total Return Bond Fund Class Z trade |
| Franklin K2 Alternative Strategies Fund Advisor Class Shares (FABZX)fund | Buy | $1,001 – $15,000 | Feb 4, 2020 | Filing for Ellen McCausland Lord Franklin K2 Alternative Strategies Fund Advisor Class Shares (FABZX) trade |
Source: House Clerk and Senate EFD public disclosures. Trades are reported as dollar ranges and may be disclosed up to 45 days after the transaction.
Frequently asked questions
- What stocks does Ellen McCausland Lord trade?
- Based on STOCK Act disclosures, Ellen McCausland Lord's most frequently reported holdings and trades include IJH, RSP, TPYP, IJK and IJR. Disclosures show transactions, not a complete current portfolio, and may include assets held by a spouse or dependent child.
- When did Ellen McCausland Lord last report a trade?
- The latest transaction on file is dated Sep 14, 2020 and the most recent report was filed on Mar 18, 2021. Members have up to 45 days after a trade to disclose it, so newer trades may not be public yet.
- How many stock trades has Ellen McCausland Lord disclosed?
- MetaCap has 52 transactions on file for Ellen McCausland Lord: 19 purchases and 33 sales.
- How much money is involved in Ellen McCausland Lord's trades?
- Exact values are not disclosed. Each trade is reported within a dollar range, most commonly $1,001 – $15,000.
- Where does this data come from?
- Executive-branch reports (OGE Form 278e and 278-T) come from the U.S. Office of Government Ethics. Each row links to the original filing.
More Congress trading
Latest filing Mar 18, 2021. Source: House Clerk and Senate EFD public disclosures. Trades are reported as dollar ranges and may be disclosed up to 45 days after the transaction. Disclosures are shown as filed and are not a recommendation to buy or sell any security. Market data is delayed at least 15 minutes and provided for informational purposes only. Not investment advice. Full disclaimer