Senate · Republican · OH · in the Senate since 2011 · Latest annual report · www.portman.senate.gov
From the annual report filed May 3, 2023 · Report
| Asset, as filed | Value | Investor |
|---|---|---|
| Lebanon House, Inc. Rental | $1M – $5M | Self |
| iShares Russell 1000 | $1M – $5M | Self |
| Turkey Bottom Farm LLC Rental | $1M – $5M | Joint |
| Peavler, LLC Rental | $1M – $5M | Self |
| SPY-SPDR S&P 500 | $500K – $1M | Self |
| Traded | Company | Trade | Amount | Investor | Source |
|---|---|---|---|---|---|
| Aug 2, 2017 | Not linked to a company FL St Brd Ed GO Rate/Coupon: 5% Matures: 06/01/2020 | Sale · Government bond | $50K – $100K | Self | Filing |
| Aug 2, 2017 | Not linked to a company NV Clark Cnty Wtr Reclamation Dist GO Rate/Coupon: 5.25% Matures: 07/01/2020 | Sale · Government bond | $50K – $100K | Self | Filing |
| Aug 2, 2017 | Not linked to a company OH Cincinnati City SD GO NC Rate/Coupon: 5% Matures: 12/01/2017 | Sale · Government bond | $100K – $250K | Self | Filing |
| Aug 2, 2017 | Not linked to a company OH Hilliard GO Rate/Coupon: 5% Matures: 12/01/2025 | Sale · Government bond | $50K – $100K | Self | Filing |
| Aug 2, 2017 | Not linked to a company OH West Chester Twp GO Rate/Coupon: 5% Matures: 12/01/2019 | Sale · Government bond | $100K – $250K | Self | Filing |
| Aug 2, 2017 | Not linked to a company TN Memphis GO Rate/Coupon: 4.5% Matures: 04/01/2027 | Sale · Government bond | $100K – $250K | Self | Filing |
| Aug 2, 2017 | Not linked to a company TX Midland GO Rate/Coupon: 4.0% Matures: 03/01/2023 | Sale · Government bond | $100K – $250K | Self | Filing |
| Aug 2, 2017 | Not linked to a company VA Virginia Beach Dev. Auth Pub Fac Rev Rate/Coupon: 4.0% Matures: 12/01/2023 | Sale · Government bond | $50K – $100K | Self | Filing |
| Aug 2, 2017 | Not linked to a company WI St (FHLB 87% St & Loc Govt Refcorp 2% US Treas Oblig 1%) GO Rate/Coupon: 5% Matures: 05/01/2023 | Sale · Government bond | $100K – $250K | Self | Filing |
| Sep 24, 2012 | Not linked to a company OH Dublin GO NC (12/1/19) | Sale | $100K – $250K | Self | Scan |
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, 2022 | Vanguard Energy Fund Admiral Shares | Buy | $1K – $15K | Self | 2022 Annual Report filed May 3, 2023 |
| Dec 27, 2022 | Kopernik Global All-Cap Fund- Institutional Clas | Buy | $1K – $15K | Self | 2022 Annual Report filed May 3, 2023 |
| Dec 21, 2022 | Virtus Westchester Credit Event Fund - Class I | Buy | $1K – $15K | Self | 2022 Annual Report filed May 3, 2023 |
| Dec 20, 2022 | Janus Henderson Overseas Fund - I Shares | Buy | $1K – $15K | Self | 2022 Annual Report filed May 3, 2023 |
| Dec 19, 2022 | Vanguard S&P 500 ETF | Buy | $1K – $15K | Self | 2022 Annual Report filed May 3, 2023 |
From Rob Portman'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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