Senate · Democrat · PA · in the Senate since 2007 · Latest annual report · www.casey.senate.gov
From the annual report filed Apr 30, 2025 · Report
| Asset, as filed | Value | Investor |
|---|---|---|
| First National Community Bank | $100K – $250K | Spouse |
| Vanguard Federal Money Market Fund | $100K – $250K | Self |
| JDFAX-Janus Henderson Flexible Bond A | $15K – $50K | Joint |
| Massachusetts College Portfolio | $15K – $50K | Joint |
| First National Community Bank | $15K – $50K | Joint |
| Traded | Company | Trade | Amount | Investor | Source |
|---|---|---|---|---|---|
| Aug 31, 2017 | FirstEnergy Corp | Partial sale · Stock | $1K – $15K | Child | 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 |
|---|---|---|---|---|---|
| Oct 21, 2022 | Tiaa-Cref Lifecycle 2025 Fund Institutional Clas | Buy | $1K – $15K | Spouse | 2022 Annual Report filed May 15, 2023 |
| Dec 31, 2021 | Massachusetts College Portfolio | Partial sale | $1K – $15K | Child | 2021 Annual Report filed May 16, 2022 |
| Sep 14, 2021 | Massachusetts College Portfolio | Partial sale | $1K – $15K | Child | 2021 Annual Report filed May 16, 2022 |
| Aug 17, 2021 | Pennsylvania 529 Guaranteed Savings Plan | Sale | $1K – $15K | Child | 2021 Annual Report filed May 16, 2022 |
| Mar 9, 2021 | Pennsylvania 529 Guaranteed Savings Plan | Sale | $1K – $15K | Child | 2021 Annual Report filed May 16, 2022 |
From Robert P. Casey, Jr.'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.
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