House · Democrat · FL-22 · in the House since 2010 · Latest annual report · teddeutch.house.gov
From the annual report filed Jan 27, 2023 · Report
| Asset, as filed | Value | Investor |
|---|---|---|
| iShares Russell 3000 Index ETF [MF] | $100K – $250K | Joint |
| Vanguard Income (Moderate) [MF] | $100K – $250K | Self |
| DFA Int'l Core Equity [MF] | $50K – $100K | Self |
| DFA Emerging Markets Core [MF] | $15K – $50K | Self |
| Vanguard Conservative Growth [MF] | $15K – $50K | Self |
| Traded | Company | Trade | Amount | Investor | Source |
|---|---|---|---|---|---|
| Jun 3, 2019 | Not linked to a company goldman sachs Note - s&P 500 (40056FN84) [Cs] | Buy · Corporate bond | $1K – $15K | Self | Filing |
| Jun 3, 2019 | Not linked to a company goldman sachs Note - s&P 500 (40056FN84) [Cs] | Buy · Corporate bond | $1K – $15K | Joint | Filing |
| May 23, 2019 | Not linked to a company goldman sachs Note - s&P 500 (40055aY43) [Cs] | Sale · Corporate bond | $1K – $15K | Self | Filing |
| Dec 21, 2018 | Morgan Stanley | Sale · Corporate bond | $1K – $15K | Joint | Filing |
| Dec 21, 2018 | Not linked to a company Morgan Stanley Fin llC note zero cpn 0.0, 02/25/20 0.000% | Buy · Corporate bond | $1K – $15K | Joint | Filing |
| Dec 21, 2018 | Not linked to a company Morgan Stanley Fin llC note zero cpn 0.0, 02/25/20 0.000% | Buy · Corporate bond | $1K – $15K | Self | Filing |
| Dec 20, 2018 | Not linked to a company Morgan Stanley note - Emerging Markets, 03/07/19 0.000% | Sale · Corporate bond | $1K – $15K | Joint | Filing |
| Dec 20, 2018 | Not linked to a company Morgan Stanley note - Emerging Markets, 03/07/19 0.000% | Sale · Corporate bond | $1K – $15K | Self | Filing |
| Feb 2, 2018 | Morgan Stanley | Buy · Corporate bond | $1K – $15K | Joint | Filing |
| Feb 2, 2018 | Not linked to a company Morgan Stanley note - Emerging Markets, 03/07/19 0.000% | Buy · Corporate bond | $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 |
|---|---|---|---|---|---|
| Aug 30, 2022 | Schwab Short Term US Treasury ETF | Buy · ETF | $1K – $15K | Self | 2022 Annual Report filed Jan 27, 2023 |
| Jun 1, 2022 | Schwab Short Term US Treasury ETF | Buy · ETF | $1K – $15K | Self | 2022 Annual Report filed Jan 27, 2023 |
| May 25, 2022 | Vanguard Russell 3000 ETF | Sale · ETF | $1K – $15K | Self | 2022 Annual Report filed Jan 27, 2023 |
| May 25, 2022 | Schwab Short Term US Treasury ETF | Buy · ETF | $1K – $15K | Self | 2022 Annual Report filed Jan 27, 2023 |
| May 25, 2022 | iShares Russell 3000 Index ETF | Partial sale · ETF | $1K – $15K | Self | 2022 Annual Report filed Jan 27, 2023 |
From Theodore E. Deutch'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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