Senate · Republican · WY · in the Senate since 1997 · Latest annual report · www.enzi.senate.gov
From the annual report filed Mar 12, 2021 · Report
| Asset, as filed | Value | Investor |
|---|---|---|
| Vanguard | $1M – $5M | Joint |
| JHancock Multimanager Lifestyle Gr A | $100K – $250K | Self |
| EDWARD JONES | $100K – $250K | Joint |
| First National Bank | $100K – $250K | Joint |
| Gillette rental home | $100K – $250K | Joint |
| Traded | Company | Trade | Amount | Investor | Source |
|---|---|---|---|---|---|
| Feb 10, 2016 | KeyCorp | Sale · Stock | $1K – $15K | Self | Filing |
| Aug 25, 2015 | Not linked to a company Leander Texas Independent School Dist Rate/Coupon: 0.0% Matures: 08/15/2035 | Buy · Government bond | $1K – $15K | Joint | Filing |
| Jun 12, 2015 | Not linked to a company WYOMING COMMUNITY DEVELOPMENT AUTHORITY HOUSING REVENUE BONDS 2013 SERIES 2 Rate/Coupon: 3.75% Matures: 12/01/2032 | Buy · Government bond | $15K – $50K | Joint | Filing |
| Jun 3, 2015 | Not linked to a company MITCHELL SOUTH DAKOTA SCHOOL DISTRICT NUMBER 17-2 LIMITED TAX CAPITAL OUTLAY CERTIFICATES Rate/Coupon: 3.2% Matures: 06/15/2027 | Buy · Government bond | $1K – $15K | Joint | Filing |
| Jan 8, 2015 | Not linked to a company Minot North Dakota Airport Rev Series D Rate/Coupon: 3.5% Matures: 10/01/2030 | Buy · Corporate bond | $15K – $50K | Joint | Filing |
| Mar 27, 2013 | Not linked to a company BIRMINGHAM AL SER A LTD TAX GO (bond) | Buy | $15K – $50K | Joint | Scan |
| Dec 17, 2012 | Not linked to a company MONTGOMERY CNTY PENNSYLVANIA | Sale | $1K – $15K | Joint | Scan |
| Dec 17, 2012 | Not linked to a company ILLINOIS DEV FIN AUTH WTR FACS | Sale | $1K – $15K | 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 |
|---|---|---|---|---|---|
| Jul 30, 2019 | Vanguard 500 Index Fund Admiral Shares | Buy | $15K – $50K | Joint | 2019 Annual Report filed Jan 2, 2021 |
| Jul 30, 2019 | Vanguard 500 Index Fund Investor Shares | Sale | $15K – $50K | Joint | 2019 Annual Report filed Jan 2, 2021 |
| Jul 24, 2018 | John Hancock Funds II Multimanager Lifestyle Growt | Partial sale | $1K – $15K | Self | 2018 Annual Report filed May 15, 2019 |
| May 31, 2018 | Gillette rental home | Buy | $100K – $250K | Joint | 2018 Annual Report filed May 15, 2019 |
| May 14, 2018 | PIMCO Investment Grade Credit Bond Fund Class C | Sale | $15K – $50K | Joint | 2018 Annual Report filed May 15, 2019 |
From Michael B. Enzi's filings with the Senate. 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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