MetaCap

President, Vice President & Cabinet Stock Trades (Page 817)

Transactions reported by executive-branch officials, including the President, Vice President and cabinet members, in their public financial disclosure reports filed with the U.S. Office of Government Ethics (annual Form 278e Schedule B and periodic Form 278-T). Many of these officials hold assets in trusts or diversified funds, which are not itemized, so this list is narrower than the congressional feeds. MetaCap has 41,374 executive branch trades on file.

Trades 40,801–40,850 of 41,374

Latest disclosure: Feb 17, 2021
President, Vice President & Cabinet Stock Trades, page 817
PoliticianAssetTypeAmountTradedFiling
Jeffrey A. RosenExecutiveConestoga Small Cap FundfundSell$15,001 – $50,000Dec 28, 2020Filing for Jeffrey A. Rosen Conestoga Small Cap Fund trade
Jeffrey A. RosenExecutiveBlackRock Mid-Cap Growth Equity PortfoliofundSell$100,001 – $250,000Dec 28, 2020Filing for Jeffrey A. Rosen BlackRock Mid-Cap Growth Equity Portfolio trade
Jeffrey A. RosenExecutiveColumbia Select Mid Cap Value FundfundBuy$100,001 – $250,000Dec 28, 2020Filing for Jeffrey A. Rosen Columbia Select Mid Cap Value Fund trade
Jeffrey A. RosenExecutiveHarbor Small Cap Value FundfundBuy$50,001 – $100,000Dec 28, 2020Filing for Jeffrey A. Rosen Harbor Small Cap Value Fund trade
Jeffrey A. RosenExecutiveWilliam Blair International Small Cap GrowthstockBuy$15,001 – $50,000Dec 28, 2020Filing for Jeffrey A. Rosen William Blair International Small Cap Growth trade
Jeffrey A. RosenExecutiveBernstein Diversified Municipal PortfoliofundBuy$1,001 – $15,000Dec 18, 2020Filing for Jeffrey A. Rosen Bernstein Diversified Municipal Portfolio trade
Jeffrey A. RosenExecutiveAB Tax-Aware Overlay A PortfoliofundBuy$1,001 – $15,000Dec 16, 2020Filing for Jeffrey A. Rosen AB Tax-Aware Overlay A Portfolio trade
Jeffrey A. RosenExecutiveAB Tax-Aware Overlay B PortfoliofundBuy$1,001 – $15,000Dec 16, 2020Filing for Jeffrey A. Rosen AB Tax-Aware Overlay B Portfolio trade
Jeffrey A. RosenExecutiveAB Value Fund AdvfundBuy$1,001 – $15,000Dec 14, 2020Filing for Jeffrey A. Rosen AB Value Fund Adv trade
Jeffrey A. RosenExecutiveAB Large Cap Growth AdvstockBuy$1,001 – $15,000Dec 10, 2020Filing for Jeffrey A. Rosen AB Large Cap Growth Adv trade
Jeffrey A. RosenExecutiveAB Emerging Market PortfoliofundBuy$1,001 – $15,000Dec 9, 2020Filing for Jeffrey A. Rosen AB Emerging Market Portfolio trade
Jeffrey A. RosenExecutiveBernstein Tax-Managed Int'l PortfoliofundBuy$1,001 – $15,000Nov 27, 2020Filing for Jeffrey A. Rosen Bernstein Tax-Managed Int'l Portfolio trade
Jeffrey A. RosenExecutiveBernstein Diversified Municipal PortfoliofundBuy$1,001 – $15,000Nov 20, 2020Filing for Jeffrey A. Rosen Bernstein Diversified Municipal Portfolio trade
Jeffrey A. RosenExecutiveBernstein Diversified Municipal PortfoliofundSell$1,001 – $15,000Oct 21, 2020Filing for Jeffrey A. Rosen Bernstein Diversified Municipal Portfolio trade
Jeffrey A. RosenExecutiveBernstein Diversified Municipal PortfoliofundBuy$1,001 – $15,000Oct 20, 2020Filing for Jeffrey A. Rosen Bernstein Diversified Municipal Portfolio trade
Jeffrey A. RosenExecutiveBernstein Diversified Municipal PortfoliofundBuy$1,001 – $15,000Sep 18, 2020Filing for Jeffrey A. Rosen Bernstein Diversified Municipal Portfolio trade
Jeffrey A. RosenExecutiveNatixisLoomis Sayles Growth FundfundSell$50,001 – $100,000Sep 9, 2020Filing for Jeffrey A. Rosen NatixisLoomis Sayles Growth Fund trade
Jeffrey A. RosenExecutiveColumbia Dividend Income FundfundBuy$15,001 – $50,000Sep 9, 2020Filing for Jeffrey A. Rosen Columbia Dividend Income Fund trade
Jeffrey A. RosenExecutiveTouchstone Sands Capital Select GrowthstockBuy$50,001 – $100,000Sep 9, 2020Filing for Jeffrey A. Rosen Touchstone Sands Capital Select Growth trade
Jeffrey A. RosenExecutiveAB Large Cap Growth AdvstockSell$15,001 – $50,000Aug 28, 2020Filing for Jeffrey A. Rosen AB Large Cap Growth Adv trade
Jeffrey A. RosenExecutiveAdvisors Inner Circle Edgewood Growth FundfundSell$50,001 – $100,000Jul 23, 2020Filing for Jeffrey A. Rosen Advisors Inner Circle Edgewood Growth Fund trade
Jeffrey A. RosenExecutiveNatixisLoomis Sayles Growth FundfundSell$50,001 – $100,000Jul 23, 2020Filing for Jeffrey A. Rosen NatixisLoomis Sayles Growth Fund trade
Jeffrey A. RosenExecutiveTouchstone Sands Capital Select GrowthstockBuy$100,001 – $250,000Jul 23, 2020Filing for Jeffrey A. Rosen Touchstone Sands Capital Select Growth trade
Jeffrey A. RosenExecutiveBernstein Diversified Municipal PortfoliofundSell$1,001 – $15,000Jul 21, 2020Filing for Jeffrey A. Rosen Bernstein Diversified Municipal Portfolio trade
Jeffrey A. RosenExecutiveDoubleLine Shiller Enhanced CAPE FundfundSell$50,001 – $100,000Jun 19, 2020Filing for Jeffrey A. Rosen DoubleLine Shiller Enhanced CAPE Fund trade
Jeffrey A. RosenExecutiveClearBridge Small Cap FundfundSell$50,001 – $100,000Jun 19, 2020Filing for Jeffrey A. Rosen ClearBridge Small Cap Fund trade
Jeffrey A. RosenExecutiveDelaware Small Cap Core FundfundBuy$50,001 – $100,000Jun 19, 2020Filing for Jeffrey A. Rosen Delaware Small Cap Core Fund trade
Jeffrey A. RosenExecutiveMorgan Stanley Institutional Fund TrustfundBuy$50,001 – $100,000Jun 19, 2020Filing for Jeffrey A. Rosen Morgan Stanley Institutional Fund Trust trade
Jeffrey A. RosenExecutivePrincipal MidCap FundfundBuy$15,001 – $50,000Jun 19, 2020Filing for Jeffrey A. Rosen Principal MidCap Fund trade
Jeffrey A. RosenExecutiveAB Large Cap Growth AdvstockSell$15,001 – $50,000Apr 30, 2020Filing for Jeffrey A. Rosen AB Large Cap Growth Adv trade
Jeffrey A. RosenExecutiveBernstein Diversified Municipal PortfoliofundSell$1,001 – $15,000Apr 22, 2020Filing for Jeffrey A. Rosen Bernstein Diversified Municipal Portfolio trade
Jeffrey A. RosenExecutiveAdvisors Inner Circle Edgewood Growth FundfundSell$50,001 – $100,000Mar 31, 2020Filing for Jeffrey A. Rosen Advisors Inner Circle Edgewood Growth Fund trade
Jeffrey A. RosenExecutiveHarding Loevner International Equity PortfoliofundSell$15,001 – $50,000Mar 31, 2020Filing for Jeffrey A. Rosen Harding Loevner International Equity Portfolio trade
Jeffrey A. RosenExecutiveClearBridge Small Cap FundfundSell$15,001 – $50,000Mar 31, 2020Filing for Jeffrey A. Rosen ClearBridge Small Cap Fund trade
Jeffrey A. RosenExecutiveColumbia Contrarian Core FundfundBuy$50,001 – $100,000Mar 31, 2020Filing for Jeffrey A. Rosen Columbia Contrarian Core Fund trade
Jeffrey A. RosenExecutiveMFS Research International FundfundBuy$15,001 – $50,000Mar 31, 2020Filing for Jeffrey A. Rosen MFS Research International Fund trade
Jeffrey A. RosenExecutiveFuller & Thaler Behavioral Small-Cap EquitystockBuy$50,001 – $100,000Mar 31, 2020Filing for Jeffrey A. Rosen Fuller & Thaler Behavioral Small-Cap Equity trade
Jeffrey A. RosenExecutiveOAKIOakmark International Large Cap ETFSell$15,001 – $50,000Mar 20, 2020Filing for Jeffrey A. Rosen OAKI trade
Jeffrey A. RosenExecutiveMFS Research International FundfundBuy$15,001 – $50,000Mar 20, 2020Filing for Jeffrey A. Rosen MFS Research International Fund trade
Jeffrey A. RosenExecutiveVXUSVanguard Total International Stock ETFSell$100,001 – $250,000Mar 19, 2020Filing for Jeffrey A. Rosen VXUS trade
Jeffrey A. RosenExecutiveVanguard Total Stock Market Index FundetfSell$250,001 – $500,000Mar 19, 2020Filing for Jeffrey A. Rosen Vanguard Total Stock Market Index Fund trade
Jeffrey A. RosenExecutiveVanguard European Stock Index FundetfSell$15,001 – $50,000Mar 18, 2020Filing for Jeffrey A. Rosen Vanguard European Stock Index Fund trade
Jeffrey A. RosenExecutiveVanguard Total Stock Market Index FundetfSell$100,001 – $250,000Mar 18, 2020Filing for Jeffrey A. Rosen Vanguard Total Stock Market Index Fund trade
Jeffrey A. RosenExecutiveVanguard Total Stock Market Index FundetfSell$500,001 – $1,000,000Mar 18, 2020Filing for Jeffrey A. Rosen Vanguard Total Stock Market Index Fund trade
Jeffrey A. RosenExecutiveVanguard Total Stock Market Index FundetfSell$100,001 – $250,000Mar 16, 2020Filing for Jeffrey A. Rosen Vanguard Total Stock Market Index Fund trade
Patrick PizzellaExecutiveLord Abbett Short Duration Income FundfundSell$15,001 – $50,000Feb 25, 2020Filing for Patrick Pizzella Lord Abbett Short Duration Income Fund trade
Jeffrey A. RosenExecutiveAB Large Cap Growth AdvstockSell$15,001 – $50,000Feb 21, 2020Filing for Jeffrey A. Rosen AB Large Cap Growth Adv trade
Robert E. LighthizerExecutiveBNDVanguard Total Bond Market ETFBuy$50,001 – $100,000Oct 8, 2020Filing for Robert E. Lighthizer BND trade
Robert E. LighthizerExecutiveVXUSVanguard Total International Stock ETFSell$50,001 – $100,000Oct 8, 2020Filing for Robert E. Lighthizer VXUS trade
Robert E. LighthizerExecutiveVanguard Total Stock Market Index FundetfSell$250,001 – $500,000Oct 8, 2020Filing for Robert E. Lighthizer Vanguard Total Stock Market Index Fund 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.

Reading this table

Traded is the transaction date reported by the member; Disclosed is when the report was filed. The STOCK Act requires disclosure within 30 days of learning of a trade and no later than 45 days after it, so the Days column highlights reports filed more than 45 days later. Amounts are the ranges printed on the official forms, not exact values, and trades may belong to a spouse or dependent child. Each Filing link opens the original report. See the Congress trading overview for how the data works.

Browse Congress trades

Latest disclosure Feb 17, 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