House · Democrat · OR-4 · in the House since 1987 · Latest annual report · defazio.house.gov
From the annual report filed Jan 14, 2023 · Report
| Asset, as filed | Value | Investor |
|---|---|---|
| 4020Voya Fixed Plus Account III [MF] | $500K – $1M | Spouse |
| Touchstone Balanced Fund [MF] | $100K – $250K | Spouse |
| Vanguard Target Retirement 2025 Fnd Inv [MF] | $100K – $250K | Spouse |
| 1/2 ownership share 53880 Pine Grove rd Lapine oregon [RP] | $100K – $250K | Joint |
| oakmark select [MF] | $15K – $50K | Self |
| Traded | Company | Trade | Amount | Investor | Source |
|---|---|---|---|---|---|
| Date not readable in the scan | Not linked to a company #6 Hempleman Drive Akaroa New Zealand 1/4 share of vacation rental property | Sale | $50K – $100K | Joint | Scan |
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 |
|---|---|---|---|---|---|
| Nov 15, 2022 | oakmark equity income | Partial sale · Other | $1K – $15K | Self | 2023 Annual Report filed Jan 14, 2023 |
| Oct 17, 2022 | oakmark equity income | Partial sale · Mutual fund | $15K – $50K | Spouse | 2023 Annual Report filed Jan 14, 2023 |
| Oct 5, 2021 | Touchstone Investments | Partial sale · Mutual fund | $1K – $15K | Spouse | 2021 Annual Report filed Apr 18, 2022 |
| Dec 30, 2020 | voya mid cap index | Exchange · Mutual fund | $15K – $50K | Spouse | 2020 Annual Report filed Jul 31, 2021 |
| Dec 30, 2020 | vanguard russ1000 growth index | Exchange · Mutual fund | $50K – $100K | Spouse | 2020 Annual Report filed Jul 31, 2021 |
From Peter A. DeFazio'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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