House · Democrat · NJ-12 · in the House since 1999 · Latest annual report · holt.house.gov
From the annual report filed Feb 1, 2015 · Report
| Asset, as filed | Value | Investor |
|---|---|---|
| Transamerica Vanguard VTTVX Retirement 403(b) SP | $1M – $5M | Self |
| Fidelity Vanguard 2025 Mutual Fund VTTVX | $1M – $5M | Spouse |
| TIAA/CREF 403(b) | $250K – $500K | Self |
| Rental cabins, 91 Old Hawkeye Rd | $100K – $250K | Joint |
| Lancefield Farm | $100K – $250K | Spouse |
No trades reported.
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 16, 2014 | Zimmer Biomet Holdings, Inc. | Sale | $1K – $15K | Spouse | 2015 Annual Report filed Feb 1, 2015 |
| Sep 16, 2014 | iShares Core S&P Total U.S. Stock Market ETF (ITOT) | Buy | $1K – $15K | Spouse | 2015 Annual Report filed Feb 1, 2015 |
| Sep 16, 2014 | Fidelity Government Money Market Inherited Roth IRA | Exchange | $15K – $50K | Spouse | 2015 Annual Report filed Feb 1, 2015 |
| Feb 3, 2014 | Fidelity Vanguard 2025 Mutual Fund VTTVX | Exchange | $1M – $5M | Spouse | 2015 Annual Report filed Feb 1, 2015 |
From Rush Holt'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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