House · Democrat · MN-3 · in the House since 2019 · Latest annual report · phillips.house.gov
From the annual report filed Apr 23, 2025 · Report
| Asset, as filed | Value | Investor |
|---|---|---|
| The Phillips Qualified Blind Trust [EQ] | $5M – $25M | Self |
| The Dean B. Phillips 1992 GST Trust [EQ] | $5M – $25M | Self |
| Cash in JP Morgan investment accounts [BA] | $1M – $5M | Self |
| The Dean B. Phillips 2001 GST Trust [EQ] | $1M – $5M | Self |
| Cash in JP Morgan checking accounts [BA] | $1M – $5M | Self |
| Traded | Company | Trade | Amount | Investor | Source |
|---|---|---|---|---|---|
| Jul 2, 2024 | Not linked to a company Outsell, Inc. | Sale · LLC interest | $1K – $15K | Self | Filing |
| Jun 27, 2024 | Not linked to a company Outsell, Inc. | Partial sale · LLC interest | $1M – $5M | Self | Filing |
| May 21, 2024 | Not linked to a company Arcadia Medal Investors, LP | Buy · Hedge fund | $500K – $1M | Self | Filing |
| Sep 1, 2021 | Capital One Financial Corp | Sale · Corporate bond | $15K – $50K | Self | Filing |
| Jul 21, 2021 | AstraZeneca PLC | Exchange · Stock | $1K – $15K | Self | Filing |
| Jul 21, 2021 | Alexion Pharmaceuticals, Inc. | Sale · Stock | $1K – $15K | Self | Filing |
| Jul 1, 2021 | Not linked to a company Phoenix AZ Ref unlimited Tax 4% 07/01/2021 dtd 06/24/2014 [gS] | Sale · Government bond | $15K – $50K | Self | Filing |
| Jul 1, 2021 | Not linked to a company Honolulu City & Cnty HI Wstwtr Sys Rev 5% A Jul 01 2025 Dtd [gS] | Sale · Government bond | $15K – $50K | Self | Filing |
| Jun 15, 2021 | MetLife, Inc. | Sale · Corporate bond | $50K – $100K | Self | Filing |
| May 17, 2021 | Digital Realty Trust, Inc. | Sale · Corporate bond | $1K – $15K | Self | 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 |
|---|---|---|---|---|---|
| Jul 13, 2023 | Six Circles US Unconstrained Equity Fund (CUSUX) | Sale · Mutual fund | $500K – $1M | Self | 2023 Annual Report filed Aug 13, 2024 |
| Jul 13, 2023 | Six Circles Tax Aware Bond Fund (CBTAX) | Sale · Mutual fund | $250K – $500K | Self | 2023 Annual Report filed Aug 13, 2024 |
| Jul 13, 2023 | Six Circles International Unconstrained Equity Fund (CIUEX) | Sale · Mutual fund | $250K – $500K | Self | 2023 Annual Report filed Aug 13, 2024 |
| Dec 30, 2022 | Spark Boulder 24, LLC | Sale · LLC interest | $15K – $50K | Self | 2022 Annual Report filed Aug 12, 2023 |
| Dec 15, 2022 | JPMorgan Investor Grow Fd - Cl I (ONIFX) | Partial sale · Mutual fund | $15K – $50K | Self | 2022 Annual Report filed Aug 12, 2023 |
From Dean Phillips'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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