House · Republican · PA-11 · in the House since 2011 · Latest annual report · barletta.house.gov
From the annual report filed Jan 24, 2019 · Report
| Asset, as filed | Value | Investor |
|---|---|---|
| 322 Rocky Road [RP] | $500K – $1M | Joint |
| Ocean View Delaware-Vacation Home [RP] | $500K – $1M | Joint |
| AXA 500 Managed Volatility [MF] | $50K – $100K | Spouse |
| Goldman sachs Insured Cash Account [BA] | $50K – $100K | Joint |
| AXA 500 Managed Volatility [MF] | $50K – $100K | Self |
| Traded | Company | Trade | Amount | Investor | Source |
|---|---|---|---|---|---|
| Mar 1, 2017 | Not linked to a company Vanguard Intermediate-Term Corporate Bond ETF (VCIT) | Sale | $1K – $15K | Joint | Filing |
| Oct 28, 2016 | Berkshire Hathaway Inc | Sale | $1K – $15K | Self | Filing |
| Oct 28, 2016 | Amazon.com Inc | Buy | $15K – $50K | Self | Filing |
| Aug 30, 2016 | Spdr Dow Jones Industrial Average Etf Trust | Sale | $15K – $50K | Joint | Filing |
| Jul 1, 2016 | Not linked to a company LB, LLC- Edgewood in the Pines golf Course | Sale | $1K – $15K | Self | Filing |
| Mar 7, 2016 | Not linked to a company Intermediate government Bond | Exchange | $50K – $100K | Spouse | Filing |
| Mar 7, 2016 | Not linked to a company Intermediate government Bond | Exchange | $50K – $100K | Self | Filing |
| Mar 7, 2016 | Not linked to a company Intermediate government Bond | Exchange | $15K – $50K | Self | Filing |
| Mar 7, 2016 | Not linked to a company Core Bond Index | Exchange | $1K – $15K | Spouse | Filing |
| Mar 7, 2016 | Not linked to a company Core Bond Index | Exchange | $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 4, 2018 | Apple Inc. | Buy · Stock | $15K – $50K | Self | 2019 Annual Report filed Jan 24, 2019 |
| Oct 4, 2018 | Vanguard small-Cap Value ETF (VBR) [sT] | Buy · Stock | $1K – $15K | Joint | 2019 Annual Report filed Jan 24, 2019 |
| Oct 4, 2018 | Vanguard small-Cap Growth ETF (VBK) [sT] | Buy · Stock | $1K – $15K | Joint | 2019 Annual Report filed Jan 24, 2019 |
| Oct 4, 2018 | sPDR select sector Fund - Energy select sector (XLE) [sT] | Buy · Stock | $1K – $15K | Joint | 2019 Annual Report filed Jan 24, 2019 |
| Oct 4, 2018 | sPDR select sector Fund - Energy select sector (XLE) [sT] | Buy · Stock | $1K – $15K | Self | 2019 Annual Report filed Jan 24, 2019 |
From Lou Barletta'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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