House · Democrat · FL-13 · in the House since 2017 · Latest annual report · crist.house.gov
From the annual report filed May 12, 2022 · Report
| Asset, as filed | Value | Investor |
|---|---|---|
| Fidelity High Income (SPHIX) [MF] | $500K – $1M | Self |
| Nuveen AMT-Free Municipal Credit Income Fund (NVG) [ST] NVG | $500K – $1M | Self |
| Fidelity Floating Rate High Income (FFRHX) [MF] | $250K – $500K | Self |
| Wells Fargo - Premier Checking [BA] | $100K – $250K | Self |
| Fidelity Floating Rate High Income (FFRHX) [MF] | $100K – $250K | Self |
| Traded | Company | Trade | Amount | Investor | Source |
|---|---|---|---|---|---|
| Mar 1, 2017 | Nuveen AMT-Free Municipal Credit Income Fund | Buy | $1K – $15K | Self | Filing |
| Feb 22, 2017 | Walmart Inc. | Sale | $1K – $15K | Self | Filing |
| Feb 22, 2017 | Sunoco LP (Texas) | Sale | $50K – $100K | Self | Filing |
| Feb 22, 2017 | Southwest Airlines Co | Sale | $1K – $15K | Self | Filing |
| Feb 22, 2017 | Microsoft Corporation | Sale | $1K – $15K | Self | Filing |
| Feb 22, 2017 | GSK plc | Sale | $50K – $100K | Self | Filing |
| Feb 22, 2017 | General Motors Co | Sale | $1K – $15K | Self | Filing |
| Feb 22, 2017 | BCE Inc | Sale | $50K – $100K | Self | Filing |
| Feb 22, 2017 | AT&T Inc. | Sale | $1K – $15K | Self | Filing |
| Feb 22, 2017 | Apple Inc. | Sale | $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 31, 2020 | Nuveen aMT-Free Municipal Credit Income Fund (NVG) | Buy · ETF | $1K – $15K | Self | 2020 Annual Report filed Aug 7, 2021 |
| Dec 31, 2020 | Fidelity High Income (SPHIX) | Buy · Mutual fund | $1K – $15K | Self | 2020 Annual Report filed Aug 7, 2021 |
| Dec 1, 2020 | Nuveen aMT-Free Municipal Credit Income Fund (NVG) | Buy · ETF | $1K – $15K | Self | 2020 Annual Report filed Aug 7, 2021 |
| Dec 31, 2018 | Nuveen AMT-Free Municipal Credit Income Fund | Buy · Stock | $1K – $15K | Self | 2018 Annual Report filed May 15, 2019 |
| Dec 31, 2018 | Fidelity High Income (SPHIX) | Buy · Mutual fund | $1K – $15K | Self | 2018 Annual Report filed May 15, 2019 |
From Charlie Crist'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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