Senate · Republican · UT · in the Senate since 2011 · Latest annual report · www.lee.senate.gov
From the annual report filed Aug 13, 2026 · Report
| Asset, as filed | Value | Investor |
|---|---|---|
| FFTHX | $100K – $250K | Joint |
| Utah Community Credit Union | $100K – $250K | Spouse |
| Utah Community Credit Union | $15K – $50K | Joint |
| Long Horizon Fund | $15K – $50K | Joint |
| Rollover IRA Fidelity Management | Not stated | Joint |
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 |
|---|---|---|---|---|---|
| Dec 21, 2020 | FFTHX | Partial sale | $15K – $50K | Joint | 2020 Annual Report filed Aug 16, 2021 |
From Mike Lee'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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