House · Democrat · VA-11 · in the House since 2009 · Latest annual report · connolly.house.gov
From the annual report filed May 13, 2025 · Report
| Asset, as filed | Value | Investor |
|---|---|---|
| Nuveen Virginia TF Value Fund Cl R (NMVAX) [MF] | $250K – $500K | Joint |
| Nuveen Core Impact Bond Fund R6 (TSBIX) [MF] | $250K – $500K | Self |
| DFA International Social Core Equity Portfolio [MF] | $250K – $500K | Self |
| Calvert Bond Fund [MF] | $250K – $500K | Self |
| Nuveen Large Cap Responsible Equity Fund R6 (TISCX) [MF] | $100K – $250K | Self |
| Traded | Company | Trade | Amount | Investor | Source |
|---|---|---|---|---|---|
| May 13, 2025 | Science Applications International Corp | Partial sale · Stock | $1K – $15K | Joint | Filing |
| May 13, 2025 | Leidos Holdings, Inc. | Partial sale · Stock | $1K – $15K | Joint | Filing |
| Feb 5, 2025 | Science Applications International Corp | Partial sale · Stock | $1K – $15K | Joint | Filing |
| Feb 5, 2025 | Leidos Holdings, Inc. | Partial sale · Stock | $1K – $15K | Joint | Filing |
| Feb 5, 2025 | Dominion Energy, Inc. | Partial sale · Stock | $1K – $15K | Joint | Filing |
| Oct 10, 2024 | Science Applications International Corp | Partial sale · Stock | $1K – $15K | Joint | Filing |
| Oct 10, 2024 | Leidos Holdings, Inc. | Partial sale · Stock | $1K – $15K | Joint | Filing |
| Jul 2, 2024 | Science Applications International Corp | Partial sale · Stock | $1K – $15K | Joint | Filing |
| Jul 2, 2024 | Leidos Holdings, Inc. | Partial sale · Stock | $1K – $15K | Joint | Filing |
| Jul 2, 2024 | Dominion Energy, Inc. | Partial sale · Stock | $1K – $15K | Joint | 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 |
|---|---|---|---|---|---|
| Mar 15, 2025 | iShares ESG Aware MSCI USA ETF (ESGU) | Buy · ETF | $1K – $15K | Joint | 2024 Annual Report filed May 13, 2025 |
| Dec 12, 2024 | Parnassus Core Equity Fund-Institutional Shares (PRILX) | Buy · Mutual fund | $1K – $15K | Self | 2024 Annual Report filed May 13, 2025 |
| Dec 12, 2024 | Nuveen Core Impact Bond Fund R6 (TSBIX) | Buy · Mutual fund | $1K – $15K | Self | 2024 Annual Report filed May 13, 2025 |
| Dec 12, 2024 | Nuveen Large Cap Responsible Equity Fund R6 (TISCX) | Buy · Mutual fund | $15K – $50K | Self | 2024 Annual Report filed May 13, 2025 |
| Dec 12, 2024 | Calvert Bond Fund Class R6 (CBORX) | Buy · Mutual fund | $1K – $15K | Self | 2024 Annual Report filed May 13, 2025 |
From Gerald E. Connolly'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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