Congressional Trades Rep. Ed Perlmutter House · Democrat · CO-7

Rep. Ed Perlmutter

House · Democrat · CO-7 · in the House since 2007 · Latest annual report · perlmutter.house.gov

Trades, last 12 months: 0; in 0 companies, 0 reports
Buys / sells: 0 / 0; own account
Reported after the trade: –; median, last 12 months
Reported assets, end of 2023: $275K – $1.1M; 45 assets in the annual report filed Jan 26, 2023

Largest holdings reported

From the annual report filed Jan 26, 2023 · Report

Asset, as filed	Value	Investor
U.S. Bancorp (USB) [ST] USB	$100K – $250K	Self
Stanley Black & Decker, Inc. (SWK) [ST] SWK	$50K – $100K	Self
US Bancorp Del DEPOSITARY SH S G (USB$N) [ST] USB	$50K – $100K	Self
Wells Fargo Checking [BA]	$15K – $50K	Spouse
ZLDR, LLC [OT]	$15K – $50K	Self

Latest trades

Traded	Company	Trade	Amount	Investor	Source
Nov 10, 2022	Costco Wholesale Corp	Buy · Stock	$1K – $15K	Spouse	Filing
Nov 10, 2022	ChargePoint Holdings Inc	Buy · Stock	$1K – $15K	Spouse	Filing
Nov 10, 2022	Apple Inc.	Buy · Stock	$1K – $15K	Spouse	Filing
Nov 10, 2022	Amazon.com Inc	Buy · Stock	$1K – $15K	Spouse	Filing
Nov 1, 2022	ChargePoint Holdings Inc	Sale · Stock	$1K – $15K	Spouse	Filing
Sep 2, 2022	ChargePoint Holdings Inc	Buy · Stock	$1K – $15K	Spouse	Filing
Jul 19, 2022	Kroger Co	Buy · Stock	$1K – $15K	Spouse	Filing
May 20, 2022	Ford Motor Co	Sale · Stock	$1K – $15K	Spouse	Filing
May 20, 2022	Apple Inc.	Sale · Stock	$1K – $15K	Spouse	Filing
May 13, 2022	Verizon Communications Inc	Partial sale · Stock	$1K – $15K	Spouse	Filing

91 trades reported in all; the latest 40 shown.

Listed in annual reports

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
Nov 15, 2022	Vanguard Small-Cap Value ETF (VBR)	Buy · Stock	$1K – $15K	Spouse	2023 Annual Report filed Jan 26, 2023
Nov 15, 2022	Vanguard Short-Term Bond ETF (BSV)	Partial sale · Stock	$1K – $15K	Spouse	2023 Annual Report filed Jan 26, 2023
Nov 15, 2022	Vanguard Real Estate ETF (VNQ)	Buy · Stock	$1K – $15K	Spouse	2023 Annual Report filed Jan 26, 2023
Nov 15, 2022	Vanguard Mid-Cap Value ETF (VOE)	Buy · Stock	$1K – $15K	Spouse	2023 Annual Report filed Jan 26, 2023
Nov 15, 2022	Vanguard Mid-Cap ETF (VO)	Buy · Stock	$1K – $15K	Spouse	2023 Annual Report filed Jan 26, 2023

From Ed Perlmutter'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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