House · Republican · PA-8 · in the House since 2005 · Latest annual report · fitzpatrick.house.gov
From the annual report filed Jan 31, 2017 · Report
| Asset, as filed | Value | Investor |
|---|---|---|
| EMPLOYEE RETIREMENT | $50K – $100K | Self |
| FRANKLIN STRATEGIC INCOME FUND ADVISOR CLAS (FKSAX) | $15K – $50K | Self |
| JANUS FLEXIBLE BOND FD (JFLEX) | $15K – $50K | Self |
| MAINSTAY LARGE CAP GROWTH FUND CL I (MLAIX) | $15K – $50K | Self |
| BLACKROCK GLOBAL ALLOCATION FD INSTL (MALOX) | $15K – $50K | Self |
| Traded | Company | Trade | Amount | Investor | Source |
|---|---|---|---|---|---|
| Apr 10, 2015 | LyondellBasell Industries N.V. | Buy | $1K – $15K | Self | Filing |
| Apr 10, 2015 | EIDP, Inc. | Sale | $1K – $15K | Self | Filing |
| Jan 27, 2015 | Toronto-Dominion Bank | Sale | $1K – $15K | Self | Filing |
| Jan 27, 2015 | Starbucks Corp | Buy | $1K – $15K | Self | Filing |
| Jan 27, 2015 | MetLife, Inc. | Buy | $1K – $15K | Self | Filing |
| Jan 27, 2015 | McDonald's Corp | Sale | $1K – $15K | Self | Filing |
| Jan 27, 2015 | General Mills Inc | Sale | $1K – $15K | Self | Filing |
| Jan 27, 2015 | Colgate-Palmolive Company | Buy | $1K – $15K | Self | Filing |
| Oct 15, 2014 | Pentair plc | Sale | $1K – $15K | Self | Filing |
| Oct 15, 2014 | Honeywell International Inc. | Buy | $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 |
|---|---|---|---|---|---|
| Oct 5, 2016 | FRANKLIN STRATEGIC INCOME FUND ADVISOR CLASS (FKSAX) | Partial sale | $1K – $15K | Self | 2017 Annual Report filed Jan 31, 2017 |
| Jun 4, 2014 | SPDR Select Sector Fund - Utilities (XLU) | Partial sale | $1K – $15K | Self | 2014 Annual Report filed Jun 15, 2015 |
| Feb 21, 2014 | MAINSTAY LARGE CAP GROWTH FUND CL I (MLAIX) | Buy | $15K – $50K | Self | 2014 Annual Report filed Jun 15, 2015 |
| Feb 21, 2014 | GOLDMAN SACHS RISING DIVIDEND GROWTH FD INSTL (GSRLX) | Sale | $15K – $50K | Self | 2014 Annual Report filed Jun 15, 2015 |
| Feb 21, 2014 | FRANKLIN FLOATING RATE DAILY ACCESS ADV CL (FDAAX) | Sale | $1K – $15K | Self | 2014 Annual Report filed Jun 15, 2015 |
From Michael G. Fitzpatrick'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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