Senate · Republican · TN · in the Senate since 2021 · Latest annual report · www.hagerty.senate.gov
From the annual report filed Aug 12, 2026 · Report
| Asset, as filed | Value | Investor |
|---|---|---|
| Vanguard 500 Index Fd Admiral Shs | $5M – $25M | Self |
| Line of Credit for DC 4 Irrevocable Trust | $1M – $5M | Self |
| Nashville Soccer Holdings, LLC | $1M – $5M | Child |
| Nashville Soccer Holdings, LLC | $1M – $5M | Child |
| SPDR S&P 500 ETF Trust | $1M – $5M | Self |
| Traded | Company | Trade | Amount | Investor | Source |
|---|---|---|---|---|---|
| Jan 29, 2026 | Not linked to a company Hall Ward Energy Fund II, LP Company: Hall Ward Energy Fund II, LP (Oklahoma City, OK) Description: Limited Partnership with the purpose of investing in non-operating working interests in oil and gas wells. | Buy · Other | $100K – $250K | Self | Filing |
| Jan 23, 2026 | Not linked to a company Contour Venture Partners V, LP Company: Contour Venture Partners V, LP (Princeton, NJ) Description: Limited partnership for the purpose of making early stage equity investments. | Buy · Other | $250K – $500K | Self | Filing |
| Jan 2, 2025 | Not linked to a company Aspen Insurance Holdings Ltd [Ahl/Pc] | Sale · Stock | $15K – $50K | Self | Filing |
| Dec 13, 2024 | EQC Liquidating Trust | Sale · Stock | $1K – $15K | Self | Filing |
| Dec 10, 2024 | Not linked to a company CareBridge Company: RSV QOZB LTSS, Inc. (Nashville, TN) Description: Healthcare services technology and business. | Sale ×4 | $250K – $500K each | Child | Filing |
| Oct 30, 2024 | Keysight Technologies Inc | Sale · Corporate bond | $50K – $100K | Self | Filing |
| Jul 22, 2024 | Not linked to a company Equitrans Midstream Corp (Exchanged) Eqt Corp (Received) | Exchange · Stock | $15K – $50K | 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 |
|---|---|---|---|---|---|
| Dec 29, 2025 | Vanguard Total Stock Market Index Fund - ETF Shares | Buy | $1M – $5M | Self | 2025 Annual Report filed Aug 12, 2026 |
| Dec 23, 2025 | iShares iBonds Dec 2027 Term Corporate ETF | Buy | $100K – $250K | Self | 2025 Annual Report filed Aug 12, 2026 |
| Dec 23, 2025 | iShares iBonds Dec 2026 Term Corporate ETF | Buy | $100K – $250K | Self | 2025 Annual Report filed Aug 12, 2026 |
| Dec 18, 2025 | iShares iBonds Dec 2025 Term Corporate ETF | Sale | $250K – $500K | Self | 2025 Annual Report filed Aug 12, 2026 |
| Aug 11, 2025 | American Funds Preservation Portfolio - Class 529-A | Partial sale | $50K – $100K | Child | 2025 Annual Report filed Aug 12, 2026 |
From Bill Hagerty'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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