Senate · Democrat · NM · in the Senate since 2009 · Latest annual report · www.tomudall.senate.gov
From the annual report filed Apr 30, 2021 · Report
| Asset, as filed | Value | Investor |
|---|---|---|
| Portfolio Optimization Moderate | $1M – $5M | Joint |
| TransAmerica Morgan Stanley Capital Growth | $500K – $1M | Joint |
| Vanguard Institutional Index Fund Institutional Pl | $250K – $500K | Self |
| American Funds New World Fund Class A | $100K – $250K | Joint |
| Berkshire Hathaway Inc. (NYSE) BRK-B | $100K – $250K | Joint |
| Traded | Company | Trade | Amount | Investor | Source |
|---|---|---|---|---|---|
| Dec 18, 2018 | General Electric Company | Sale · Stock | $15K – $50K | Joint | Filing |
| Apr 10, 2018 | Parabolic Technologies, Inc. | Sale · Stock | $1K – $15K | Self | Filing |
| Sep 27, 2012 | General Electric Company | Sale | $1K – $15K | Joint | 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 21, 2020 | American Funds The Growth Fund of America Class A | Buy | $1K – $15K | Joint | 2020 Annual Report filed Apr 30, 2021 |
| Dec 18, 2020 | American Funds SMALLCAP World Fund Class A | Buy | $1K – $15K | Spouse | 2020 Annual Report filed Apr 30, 2021 |
| Dec 18, 2020 | American Funds New Perspective Fund Class A | Buy | $1K – $15K | Spouse | 2020 Annual Report filed Apr 30, 2021 |
| Dec 18, 2020 | American Funds New Perspective Fund Class A | Buy | $1K – $15K | Joint | 2020 Annual Report filed Apr 30, 2021 |
| Oct 19, 2020 | Ret AI L Properties Of America, Inc. | Sale | $15K – $50K | Joint | 2020 Annual Report filed Apr 30, 2021 |
From Tom Udall'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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