MetaCap

Katherine Tai Stock Trades

U.S. Trade Representative, Office of The Us Trade RepresentativeFormer member

Trades on file
19
Buys / sells
2 / 17
Last trade
Apr 4, 2022
Typical amount
$1,001 – $15,000

Katherine Tai's trading activity

Katherine Tai has 19 stock and securities transactions on file in periodic transaction reports filed under the STOCK Act. Across all reported trades, 2 were purchases and 17 were sales (full or partial). The most recent reported transaction is dated Apr 4, 2022, and the latest report was filed on Jun 7, 2023.

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

Katherine Tai trades by year
YearTrades
20221
202118

Katherine Tai trade history

Stock trades disclosed by Katherine Tai
AssetTypeAmountTradedFiling
Miller and Chevalier Chartered 401K Vanguard 500 Index Fund (VFIAX)etfSell$1,001 – $15,000Apr 4, 2022Filing for Katherine Tai Miller and Chevalier Chartered 401K Vanguard 500 Index Fund (VFIAX) trade
Baker & MacKenzie 401K: Vanguard Growth and Income Fund (VQNPX)fundSell$1,001 – $15,000Dec 29, 2021Filing for Katherine Tai Baker & MacKenzie 401K: Vanguard Growth and Income Fund (VQNPX) trade
Baker & MacKenzie 401K: Russell Investments U.S. Small Cap Equity FundfundSell$1,001 – $15,000Dec 29, 2021Filing for Katherine Tai Baker & MacKenzie 401K: Russell Investments U.S. Small Cap Equity Fund trade
Baker & MacKenzie 401K: Russell Investments Stable Value FundfundSell$1,001 – $15,000Dec 29, 2021Filing for Katherine Tai Baker & MacKenzie 401K: Russell Investments Stable Value Fund trade
Baker & MacKenzie 401K: Russell Investments Short Term Bond FundfundSell$1,001 – $15,000Dec 29, 2021Filing for Katherine Tai Baker & MacKenzie 401K: Russell Investments Short Term Bond Fund trade
Baker & MacKenzie 401K: Russell Investments Real Asset FundfundSell$1,001 – $15,000Dec 29, 2021Filing for Katherine Tai Baker & MacKenzie 401K: Russell Investments Real Asset Fund trade
Baker & MacKenzie 401K: Russell Investments Non-U.S. Equity FundfundSell$1,001 – $15,000Dec 29, 2021Filing for Katherine Tai Baker & MacKenzie 401K: Russell Investments Non-U.S. Equity Fund trade
Baker & MacKenzie 401K: Russell Investments Intermediate Term Bond FundfundSell$1,001 – $15,000Dec 29, 2021Filing for Katherine Tai Baker & MacKenzie 401K: Russell Investments Intermediate Term Bond Fund trade
Baker & MacKenzie 401K: Russell Investments Global Balanced FundfundSell$1,001 – $15,000Dec 29, 2021Filing for Katherine Tai Baker & MacKenzie 401K: Russell Investments Global Balanced Fund trade
Baker & MacKenzie 401K: BlackRock EquityotherSell$15,001 – $50,000Dec 29, 2021Filing for Katherine Tai Baker & MacKenzie 401K: BlackRock Equity trade
Miller and Chevalier 401K: Vanguard TargetotherSell$15,001 – $50,000Dec 21, 2021Filing for Katherine Tai Miller and Chevalier 401K: Vanguard Target trade
Miller and Chevalier 401K: Vanguard 500otherSell$15,001 – $50,000Dec 21, 2021Filing for Katherine Tai Miller and Chevalier 401K: Vanguard 500 trade
Miller and Chevalier 401K: Metropolitan West Total Return Bond Fund (MWTRX)fundSell$1,001 – $15,000Dec 21, 2021Filing for Katherine Tai Miller and Chevalier 401K: Metropolitan West Total Return Bond Fund (MWTRX) trade
Miller and Chevalier 401K: Harbor CapitalotherSell$15,001 – $50,000Dec 21, 2021Filing for Katherine Tai Miller and Chevalier 401K: Harbor Capital trade
Miller and Chevalier 401K: American FundsotherSell$15,001 – $50,000Dec 21, 2021Filing for Katherine Tai Miller and Chevalier 401K: American Funds trade
American Funds 2035 Target Date RetirementfundBuy$100,001 – $250,000Jan 5, 2021Filing for Katherine Tai American Funds 2035 Target Date Retirement trade
Fidelity 500 Index Fund (FXAIX)fundBuy$100,001 – $250,000Jan 5, 2021Filing for Katherine Tai Fidelity 500 Index Fund (FXAIX) trade
iShares Total US Stock Market Index FundetfSell$100,001 – $250,000Jan 5, 2021Filing for Katherine Tai iShares Total US Stock Market Index Fund trade
Fidelity Freedom 2035 Fund (FSNUX)fundSell$100,001 – $250,000Jan 5, 2021Filing for Katherine Tai Fidelity Freedom 2035 Fund (FSNUX) 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 Katherine Tai trade?
Katherine Tai's disclosures on file do not include exchange-listed stock tickers; reported assets are listed by name in the table above.
When did Katherine Tai last report a trade?
The latest transaction on file is dated Apr 4, 2022 and the most recent report was filed on Jun 7, 2023. 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 Katherine Tai disclosed?
MetaCap has 19 transactions on file for Katherine Tai: 2 purchases and 17 sales.
How much money is involved in Katherine Tai'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 Jun 7, 2023. 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