House · Democrat · IA-3 · in the House since 2019 · Latest annual report · axne.house.gov
From the annual report filed Jan 28, 2023 · Report
| Asset, as filed | Value | Investor |
|---|---|---|
| Creation Agents LLC [OL] | $250K – $500K | Spouse |
| Aggressive Growth Age-Based Track: Conservative Growth [MF] | $50K – $100K | Joint |
| Voya Fixed Plus III [MF] | $50K – $100K | Self |
| American Funds Am Balanced R4 (RLBEX) [MF] | $50K – $100K | Self |
| Virtus Crdx Lg-Cp Val Eqty Fd I (STVTX) [MF] | $15K – $50K | Self |
| Traded | Company | Trade | Amount | Investor | Source |
|---|---|---|---|---|---|
| Dec 23, 2022 | Jefferies Financial Group Inc | Sale · Stock | $1K – $15K | Self | Filing |
| Dec 23, 2022 | Jefferies Financial Group Inc | Sale ×2 · Stock | $1K – $15K each | Spouse | Filing |
| Nov 23, 2022 | Danaher Corporation | Buy · Stock | $1K – $15K | Spouse | Filing |
| Nov 23, 2022 | Danaher Corporation | Buy · Stock | $1K – $15K | Self | Filing |
| Nov 23, 2022 | Church & Dwight Co Inc | Buy · Stock | $1K – $15K | Self | Filing |
| Nov 23, 2022 | Amazon.com Inc | Buy · Stock | $1K – $15K | Spouse | Filing |
| Nov 9, 2022 | PayPal Holdings, Inc. | Sale ×2 · Stock | $1K – $15K each | Spouse | Filing |
| Nov 9, 2022 | PayPal Holdings, Inc. | Sale · Stock | $1K – $15K | Self | Filing |
Transactions an annual report lists for the year it covers, apart from trade reports. Not counted in the trades above.
| Traded | Company | Trade | Amount | Investor | Report |
|---|---|---|---|---|---|
| Dec 28, 2022 | Aggressive Growth Age-Based Track: Income Portfolio | Partial sale · Mutual fund | $1K – $15K | Joint | 2023 Annual Report filed Jan 28, 2023 |
| Dec 23, 2022 | PGIM Ultra Short Bond ETF (PULS) | Buy ×2 · ETF | $1K – $15K each | Spouse | 2023 Annual Report filed Jan 28, 2023 |
| Nov 18, 2022 | Parnassus Core Equity Fund Institutional Class (PRILX) | Buy · Mutual fund | $1K – $15K | Spouse | 2023 Annual Report filed Jan 28, 2023 |
| Jul 29, 2022 | Aggressive Growth Age-Based Track: Conservative Growth | Partial sale · Mutual fund | $15K – $50K | Joint | 2023 Annual Report filed Jan 28, 2023 |
From Cynthia Axne's filings with the House Clerk. Members report trades and holdings in ranges, not exact amounts. Holdings are the assets in the latest annual report; trades since then are not netted into them.
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