Senate · Democrat · DE · in the Senate since 2001 · Latest annual report · www.carper.senate.gov
From the annual report filed Jan 16, 2025 · Report
| Asset, as filed | Value | Investor |
|---|---|---|
| Rental Property | $1M – $5M | Joint |
| Rental Property | $500K – $1M | Joint |
| AAPL-Apple Inc. (NASDAQ) AAPL | $500K – $1M | Spouse |
| Unimproved Land | $500K – $1M | Joint |
| SPY-SPDR S&P 500 ETF | $100K – $250K | Spouse |
| Traded | Company | Trade | Amount | Investor | Source |
|---|---|---|---|---|---|
| Dec 13, 2024 | Atlantica Sustainable Infrastructure plc | Sale · Stock | $1K – $15K | Spouse | Filing |
| Aug 1, 2024 | Not linked to a company US TREASURY BILL | Sale · Other | $50K – $100K | Spouse | Filing |
| Aug 1, 2024 | Not linked to a company US TREASURY BILL | Sale · Other | $15K – $50K | Spouse | Filing |
| Aug 1, 2024 | Not linked to a company US TREASURY BILL | Sale ×2 · Other | $50K – $100K each | Spouse | Filing |
| Jul 18, 2024 | Not linked to a company UBS CONTINGENT AUTOCALL MET Rate/Coupon: 10.5% Matures: 01/16/2026 | Sale · Corporate bond | $15K – $50K | Spouse | Filing |
| Jun 17, 2024 | Not linked to a company US TREASURY BILL | Buy · Other | $50K – $100K | Spouse | Filing |
| Jun 13, 2024 | Not linked to a company US TREASURY BILL | Sale · Other | $50K – $100K | Spouse | Filing |
| Jun 13, 2024 | Not linked to a company US TREASURY BILL | Sale · Other | $15K – $50K | Spouse | Filing |
| Jun 13, 2024 | Not linked to a company US TREASURY BILL | Sale · Other | $100K – $250K | Spouse | 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 30, 2024 | Vanguard Target Retirement Income Fund | Buy | $1K – $15K | Spouse | 2024 Annual Report filed Jan 16, 2025 |
| Dec 30, 2024 | Vanguard Target Retirement 2060 Fund | Buy | $1K – $15K | Spouse | 2024 Annual Report filed Jan 16, 2025 |
| Dec 30, 2024 | Vanguard Target Retirement 2030 Fund | Buy | $1K – $15K | Spouse | 2024 Annual Report filed Jan 16, 2025 |
| May 6, 2024 | First Trust Energy Infrastructure Fund Common Shar (Exchanged) FT Energy Income Partners Enhanced ETF (Received) | Exchange | $1K – $15K | Spouse | 2024 Annual Report filed Jan 16, 2025 |
| Dec 27, 2023 | Vanguard Target Retirement Income Fund | Buy | $1K – $15K | Spouse | 2023 Annual Report filed May 15, 2024 |
From Thomas R. Carper's filings with the Senate. 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.
Loading...
