Senate · Republican · UT · in the Senate since 2019 · Latest annual report · www.romney.senate.gov
From the annual report filed Apr 8, 2025 · Report
| Asset, as filed | Value | Investor |
|---|---|---|
| iShares Russell 1000 Growth ETF | $5M – $25M | Self |
| Goldman Sachs Short Duration Government Fund Class | $5M – $25M | Self |
| SPDR S&P 500 ETF | $5M – $25M | Self |
| Goldman Sachs Short Duration Tax-Free Fund Class P | $5M – $25M | Self |
| Goldman Sachs Short Duration Income Fund Class P | $5M – $25M | Self |
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 20, 2024 | Wisdomtree Europe Hedged Equity Fund | Partial sale | $50K – $100K | Self | 2024 Annual Report filed Apr 8, 2025 |
| Dec 20, 2024 | Spdr S&P 500 Etf Trust | Buy | $250K – $500K | Self | 2024 Annual Report filed Apr 8, 2025 |
| Dec 20, 2024 | Russell 1000 Value Ishares ETF | Partial sale | $250K – $500K | Self | 2024 Annual Report filed Apr 8, 2025 |
| Dec 20, 2024 | iShares Russell 1000 Growth ETF | Partial sale | $250K – $500K | Self | 2024 Annual Report filed Apr 8, 2025 |
| Dec 20, 2024 | iShares MSCI ACWI ex U.S. ETF | Partial sale | $50K – $100K | Self | 2024 Annual Report filed Apr 8, 2025 |
From Mitt Romney'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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