Senate · Democrat · VA · in the Senate since 2009 · Latest annual report · www.warner.senate.gov
From the annual report filed Aug 13, 2026 · Report
| Asset, as filed | Value | Investor |
|---|---|---|
| SPDR S&P 500 ETF | $25M – $50M | Self |
| UBS Select Treasury Preferred Fund | $5M – $25M | Self |
| Vanguard FTSE Developed Markets Index Fund ETF Sha | $5M – $25M | Self |
| Vanguard Small-Cap ETF | $5M – $25M | Self |
| Invesco S&P 500 Equal Weight ETF | $5M – $25M | Self |
| Traded | Company | Trade | Amount | Investor | Source |
|---|---|---|---|---|---|
| Jul 7, 2026 | Not linked to a company Manassas VA GO Public Improvement Refunding Bonds Rate/Coupon: 4.0% Matures: 2032-01-01 | Buy · Government bond | $50K – $100K | Self | Filing |
| Jul 2, 2026 | Not linked to a company Virginia Beach VA GO Public Improvement Bonds Rate/Coupon: 5.0% Matures: 2031-02-01 | Buy · Government bond | $100K – $250K | Self | Filing |
| Jul 2, 2026 | Not linked to a company Alexandria VA GO Capital Improvement Bonds Rate/Coupon: 5.0% Matures: 2031-12-15 | Buy · Government bond | $50K – $100K | Self | Filing |
| Dec 24, 2025 | Not linked to a company West Deptford Energy Holdings, LLC Company: West Deptford Energy Holdings, LLC (New York, NY) Description: Energy Company | Sale · Other | $1K – $15K | Self | Filing |
| Dec 10, 2025 | Not linked to a company BetterCloud Company: BetterCloud (New York, NY) Description: Cloud Storage | Sale · Other | $1K – $15K | Self | Filing |
| Oct 8, 2024 | Not linked to a company Alexandria VA Unltd Tax Rate/Coupon: 4.0% Matures: 12/15/2044 | Buy · Government bond | $500K – $1M | Self | Filing |
| Aug 29, 2024 | Not linked to a company euNetworks Group Limited Company: euNetworks Group Limited (London, England) Description: Bandwidth infrastructure services | Sale · Other | $1M – $5M | Self | Filing |
| Jul 31, 2024 | Not linked to a company RICHMOND VA SER C UNLTD TAX Rate/Coupon: 4.0% Matures: 03/01/2057 | Buy · Government bond | $500K – $1M | Self | Filing |
| Jan 11, 2024 | Not linked to a company Virginia ST Res Auth Rate/Coupon: 5.0% Matures: 11/01/2036 | Buy · Government bond | $50K – $100K | Self | Filing |
| Jan 10, 2024 | Not linked to a company Virginia Comwlth Transn Rate/Coupon: 4.0% Matures: 05/15/2047 | Buy · Government bond | $250K – $500K | 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 |
|---|---|---|---|---|---|
| Dec 31, 2025 | PIMCO Income Fund - Institutional | Buy | $1K – $15K | Self | 2025 Annual Report filed Aug 13, 2026 |
| Dec 26, 2025 | Invesco S&P 500 Equal Weight ETF | Buy | $15K – $50K | Self | 2025 Annual Report filed Aug 13, 2026 |
| Dec 24, 2025 | Vanguard S&P Small-Cap 600 Value Index Fund - ETF Shares | Buy | $1K – $15K | Self | 2025 Annual Report filed Aug 13, 2026 |
| Dec 24, 2025 | Vanguard Small-Cap Index Fund - ETF Shares | Buy | $15K – $50K | Self | 2025 Annual Report filed Aug 13, 2026 |
| Dec 24, 2025 | iShares Core U.S. Aggregate Bond ETF | Buy | $15K – $50K | Self | 2025 Annual Report filed Aug 13, 2026 |
From Mark R. Warner'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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