House · Democrat · PA-18 · in the House since 1995 · Latest annual report · doyle.house.gov
From the annual report filed Feb 15, 2023 · Report
| Asset, as filed | Value | Investor |
|---|---|---|
| MSCI EAFE 5 YEAR - 10% BUFFER [EF] | $100K – $250K | Self |
| Choice S&P 500 5Yr - 10% Buffer [EF] | $100K – $250K | Self |
| 1916 Monongahela Avenue [RP] | $100K – $250K | Self |
| Choice S&P 500 5Yr - 15% Buffer [EF] | $50K – $100K | Self |
| S&P 500 6Yr - 20% Buffer [EF] | $50K – $100K | Self |
| Traded | Company | Trade | Amount | Investor | Source |
|---|---|---|---|---|---|
| Apr 26, 2018 | Not linked to a company AmeriGas Partners, L.P. | Sale | $15K – $50K | Spouse | Scan |
| Nov 22, 2017 | Barings BDC Inc | Sale | $15K – $50K | Spouse | Scan |
| Nov 22, 2017 | Chimera Investment Corporation | Sale | $1K – $15K | Spouse | Scan |
| Nov 22, 2017 | Ferrellgas Partners LP | Sale | $1K – $15K | Spouse | Scan |
| Nov 22, 2017 | Suburban Propane Partners, L.P. | Sale | $1K – $15K | Spouse | 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 |
|---|---|---|---|---|---|
| Sep 28, 2022 | USAA Nasdaq 100 Index | Partial sale · ETF | $1K – $15K | Joint | 2023 Annual Report filed Feb 15, 2023 |
| Sep 28, 2022 | Pimco Income CL | Sale · ETF | $1K – $15K | Joint | 2023 Annual Report filed Feb 15, 2023 |
| Jun 8, 2022 | Western Asset Core Bond CL | Buy · ETF | $15K – $50K | Self | 2023 Annual Report filed Feb 15, 2023 |
| Jun 8, 2022 | Wasatch Emerging Markets Small Cap | Buy · ETF | $1K – $15K | Self | 2023 Annual Report filed Feb 15, 2023 |
| Jun 8, 2022 | USAA Nasdaq 100 Index | Sale · ETF | $1K – $15K | Self | 2023 Annual Report filed Feb 15, 2023 |
From Michael F. Doyle'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.
Loading...
