Senate · Republican · GA · in the Senate since 2020 · Latest annual report · www.loeffler.senate.gov
From the annual report filed May 19, 2021 · Report
| Asset, as filed | Value | Investor |
|---|---|---|
| Secondary Residence | $5M – $25M | Joint |
| Airplane | $5M – $25M | Joint |
| Morgan Stanley Large Cap Equity Fund | $5M – $25M | Self |
| Multifamily Property 14 | $5M – $25M | Joint |
| Intercontinental Exchange, Inc. ICE | $5M – $25M | Self |
| Traded | Company | Trade | Amount | Investor | Source |
|---|---|---|---|---|---|
| Sep 23, 2020 | Intercontinental Exchange Inc | Buy · Stock | $250K – $500K | Spouse | Filing |
| Sep 23, 2020 | Intercontinental Exchange Inc | Partial sale · Stock | $1M – $5M | Spouse | Filing |
| Jul 22, 2020 | Intercontinental Exchange Inc | Partial sale · Stock | $5M – $25M | Spouse | Filing |
| May 20, 2020 | Intercontinental Exchange Inc | Partial sale · Stock | $1M – $5M | Self | Filing |
| May 20, 2020 | Intercontinental Exchange Inc | Partial sale · Stock | $5M – $25M | Spouse | Filing |
| May 20, 2020 | Intercontinental Exchange Inc | Buy · Stock | $1M – $5M | Spouse | Filing |
| Apr 14, 2020 | AbbVie Inc. | Sale · Stock | $250K – $500K | Spouse | Filing |
| Apr 14, 2020 | Allergan plc | Sale · Stock | $250K – $500K | Spouse | Filing |
| Apr 14, 2020 | Altria Group Inc | Sale · Stock | $15K – $50K | Spouse | Filing |
| Apr 14, 2020 | American International Group, Inc. | Sale · Stock | $15K – $50K | Spouse | 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 |
|---|---|---|---|---|---|
| Jan 19, 2021 | Fidelity Contrafund Commingled Pool | Buy | $1K – $15K | Spouse | 2020 Annual Report filed May 19, 2021 |
| Jan 19, 2021 | Vanguard Total Stock Market Index Fund Institution | Buy | $1K – $15K | Spouse | 2020 Annual Report filed May 19, 2021 |
| Jan 19, 2021 | Dodge & Cox Stock Fund | Buy | $1K – $15K | Spouse | 2020 Annual Report filed May 19, 2021 |
| Jan 15, 2021 | Scholars Choice College Savings Program Colorado A | Partial sale | $15K – $50K | Self | 2020 Annual Report filed May 19, 2021 |
| Dec 29, 2020 | Scholars Choice College Savings Program Cash Rese | Partial sale | $1K – $15K | Spouse | 2020 Annual Report filed May 19, 2021 |
From Kelly Loeffler'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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