Senate · Republican · PA · in the Senate since 2011 · Latest annual report · www.toomey.senate.gov
From the annual report filed May 1, 2023 · Report
| Asset, as filed | Value | Investor |
|---|---|---|
| Block Island Home | $1M – $5M | Joint |
| Personal Loan to Old Mill Partners | $500K – $1M | Joint |
| Invesco QQQ Trust | $100K – $250K | Self |
| iShares S&P Small-Cap 600 Growth ETF | $50K – $100K | Self |
| Morgan Stanley Bank N.A. | $50K – $100K | Joint |
| Traded | Company | Trade | Amount | Investor | Source |
|---|---|---|---|---|---|
| Feb 24, 2022 | Not linked to a company Meddo Company: Meddo (Gurugram, India) Description: Healthcare technology company that connects patients with healthcare providers and clinics in India. | Buy | $1K – $15K | Joint | Filing |
| Feb 18, 2022 | Phillips Edison & Company, Inc. | Sale · Stock | $15K – $50K | Self | Filing |
| Jan 20, 2022 | Phillips Edison & Company, Inc. | Partial sale · Stock | $15K – $50K | Self | Filing |
| Oct 15, 2021 | Simon Property Group Inc | Buy · Stock | $1K – $15K | Joint | Filing |
| Jun 15, 2021 | Grayscale Bitcoin Trust (Btc) | Buy | $1K – $15K | Joint | Filing |
| Jun 14, 2021 | Grayscale Ethereum Trust ETF | Buy | $1K – $15K | Joint | Filing |
| Mar 31, 2021 | Not linked to a company AIARA Co., Ltd Company: AIARA Co., Ltd (Seoul, South Korea) Description: Gaming Technology Company | Buy | $1K – $15K | Joint | Filing |
| Feb 9, 2021 | PENN Entertainment, Inc. | Buy · Stock | $1K – $15K | Child | Filing |
| Jan 28, 2021 | GameStop Corp. | Sale · Stock | $1K – $15K | Child | Filing |
| Jan 27, 2021 | Tesla Inc | Sale · Stock | $1K – $15K | Child | 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 |
|---|---|---|---|---|---|
| Dec 23, 2022 | Grayscale Ethereum Trust ETF | Sale | $1K – $15K | Joint | 2022 Annual Report filed May 1, 2023 |
| Dec 12, 2022 | Child #2 Bright Directions MOD Age 19+ | Sale | $15K – $50K | Child | 2022 Annual Report filed May 1, 2023 |
| Oct 7, 2022 | Schwab US Dividend Equity ETF | Buy | $1K – $15K | Spouse | 2022 Annual Report filed May 1, 2023 |
| Oct 7, 2022 | Vanguard High Dividend Yield ETF | Sale | $1K – $15K | Spouse | 2022 Annual Report filed May 1, 2023 |
| Oct 4, 2022 | Value ETF Vanguard | Buy | $15K – $50K | Spouse | 2022 Annual Report filed May 1, 2023 |
From Patrick J. Toomey'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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