2019 | Samuel A. Alito | | VANG INTER TERM TAX EX FUND | $5,001 - $15,000 | DIVIDEND | $100,001 - $250,000 | Cash Market | | | | |
2019 | Samuel A. Alito | | VAN LT TAX EX FUND | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2019 | Samuel A. Alito | | VANGUARD TE MNY MKT | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | | | | |
2019 | Samuel A. Alito | | VANG SMALL CAP STOCK FUND | $2,501 - $5,000 | DIVIDEND | $100,001 - $250,000 | Cash Market | | | | |
2019 | Samuel A. Alito | | VANG TOTAL STOCK MKT INDEX F | $5,001 - $15,000 | DIVIDEND | $250,001 - $500,000 | Cash Market | | | | |
2019 | Samuel A. Alito | | WINDSOR II | $2,501 - $5,000 | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2019 | Samuel A. Alito | | VANG STAR MUTUAL FUND | $2,501 - $5,000 | DIVIDEND | $50,001 - $100,000 | Cash Market | | | | |
2019 | Samuel A. Alito | | VANG WELLINGTON MUT FUND | $5,001 - $15,000 | DIVIDEND | $250,001 - $500,000 | Cash Market | | | | |
2019 | Samuel A. Alito | ROTH IRA (H) | EDWARD JONES INVESTMENT (CASH ACCOUNT) | | NONE | $15,000 or less | Cash Market | | | | |
2019 | Samuel A. Alito | ROTH IRA (H) | AES CORP | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2019 | Samuel A. Alito | ROTH IRA (H) | BHP BILITON PLC ADR | $1,001 - $2,500 | DIVIDEND | $15,000 or less | Cash Market | | | | |
2019 | Samuel A. Alito | ROTH IRA (H) | LOCCITANE LUXEMBOURG | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2019 | Samuel A. Alito | ROTH IRA (H) | SEALED AIR CORP | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | BUY | 2019-01-09 | $15,000 or less | |
2019 | Samuel A. Alito | ROTH IRA (H) | TJX COS INC | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2019 | Samuel A. Alito | ROTH IRA (H) | VANGUARD TARGET RETIREMENT ACCT 2015 | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY
(ADD'L) | 2019-03-25 | $15,000 or less | |
2019 | Samuel A. Alito | ROTH IRA (H) | PNC BANK ACCOUNTS | | NONE | $15,001 - $50,000 | Cash Market | | | | |
2019 | Samuel A. Alito | TRADITONAL IRA (H) | CAPITAL WORLD GROWTH & INCOME FUND CLA | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2019 | Samuel A. Alito | TRADITONAL IRA (H) | EATON VANCE MUTUAL FUNDS TRUST GOV'T OBLIG LC A | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2019 | Samuel A. Alito | TRADITONAL IRA (H) | GOLDMAN SACHS GROWTH & INCOM STRATEGY FUND CL A | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2019 | Samuel A. Alito | TRADITONAL IRA (H) | INCOME FUND OF AMERICA CL A | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2019 | Samuel A. Alito | TRADITONAL IRA (H) | PUTNAM DYNAMIC ASSET- ALLOCATION GROWTH FUND CL A | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2019 | Samuel A. Alito | TRADITONAL IRA (H) | PUTNAM DYNAMIC ASSET ALLOCATION BALANCED FUND CL A | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #1 (H) | STAFFORD CNTY & STAUNTON VA | $1,000 or less | INTEREST | $15,001 - $50,000 | Cash Market | | | | |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #1 (H) | VIRGINIA COMWITH TRANSN BRD | $1,000 or less | INTEREST | $15,000 or less | Cash Market | | | | |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #1 (H) | VA ST RES AUTH WTR & SWR REV | $1,000 or less | INTEREST | $15,000 or less | Cash Market | | | | |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #1 (H) | VA ST RES AUTH WTR & SWR SYS | $1,000 or less | INTEREST | $15,000 or less | Cash Market | | | | |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #1 (H) | VIRGINIA BEACH VA GO PUB IMPT | $1,000 or less | INTEREST | $15,001 - $50,000 | Cash Market | | | | |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #1 (H) | 3M CO | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #1 (H) | ABBOTT LABORATORIES | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #1 (H) | ABBVIE INC | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #1 (H) | BECTON DICKINSON & CO | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #1 (H) | BLACK HILLS CORP | $1,001 - $2,500 | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #1 (H) | BOEING CO | $1,001 - $2,500 | DIVIDEND | $15,001 - $50,000 | Cash Market | SOLD
(PART) | 2019-06-17 | $15,001 - $50,000 | $5,001 - $15,000 |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #1 (H) | CATERPILLER INC | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #1 (H) | CDK GLOBAL INC | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #1 (H) | CONOCOPHILLIPS | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #1 (H) | CORTEVA INC | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | SPINOFF
(FROM LINE 42) | 2019-06-01 | $15,000 or less | |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #1 (H) | DOW INC | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | SPINOFF
(FROM LINE 42) | 2019-04-01 | $15,000 or less | |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #1 (H) | DUPONT DE NEMOURS INC (FORMERLY DOWDUPONT INC) | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #1 (H) | FORTIS INC | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #1 (H) | JACOBS ENGINEERING GROUP INC | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #1 (H) | JOHNSON & JOHNSON | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #1 (H) | MOLSON COORS BREWING CO | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #1 (H) | MONDELEZ INTERNATIONAL INC | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #1 (H) | OGE ENERGY CORP | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #3 (H) | VANGUARD INFLATION PROTECTED SECURITIES FUND ADMIRAL | | NONE | | | SOLD | 2019-04-08 | $15,001 - $50,000 | |
2020 | Samuel A. Alito | TRADITONAL IRA (H) | CAPITAL WORLD GROWTH & INCOME FUND CLA | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #1 (H) | VANGUARD FTSE ALL-WRLD EXUS ETF | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #3 (H) | ISHARES 1-3 YEAR TREASURY BD ETF | $1,000 or less | DIVIDEND | | | SOLD | 2020-06-05 | $50,001 - $100,000 | $1,001 - $2,500 |
2020 | Amy C. Barrett | BROKERAGE ACCOUNT #2 (H) | SECURIAN BROKERAGE MONEY MARKET ACCOUNT | | NONE | $15,000 or less | Cash Market | | | | |
2020 | Amy C. Barrett | IRA #1 (H) | T. ROWE PRICE BLUE CHIP GROWTH | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | SOLD
(PART) | 2020-10-22 | $15,000 or less | $1,001 - $2,500 |
2020 | Amy C. Barrett | LOUISIANA 529 PLAN #2 (H) | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX, INST. PLUS | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2020 | Stephen G. Breyer | TIAA/CREF RETIREMENT ACCOUNTS | RENTAL PROPERTY - NEVIS WEST INDIES | $15,001 - $50,000 | RENT | $250,001 - $500,000 | Estimated | | | | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | TIAA TRADITIONAL | $1,000 or less | INTEREST | $15,000 or less | Cash Market | DISTRIBUTED
(PART) | 2019-03-28 | $15,000 or less | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | MONTGOMERY CNTY TN 5%, 4/01/21 | $1,001 - $2,500 | INTEREST | $15,001 - $50,000 | Cash Market | | | | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | THORNBERG INTERMED MUNI NATL INST | $1,001 - $2,500 | INT./DIV. | | | SOLD
(PART) | 2019-04-01 | $15,001 - $50,000 | $1,000 or less |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #1 (H) | 529 PLANS - COLLEGE INVEST SAVINGS PLAN (AGE BASED) | | NONE | $50,001 - $100,000 | Cash Market | | | | |
2019 | Neil M. Gorsuch | SEP IRA ACCT #1 (H) | ISHARES CORE S&P MID-CAP ETF | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | USAA TAX EXEMPT SHORT TERM RETAIL | $1,000 or less | DIVIDEND | | | BUY
(ADD'L) | 2019-04-10 | $15,000 or less | |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #4 (H) F/K/A BROKERAGE ACCT #5 | USAA TAX EXEMPT MONEY MKT FD | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2020 | Neil M. Gorsuch | IRA ACCT #1 (H) | ISHARES CORE S&P SMALL-CAP ETF | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | SOLD
(PART) | 2020-03-20 | $15,000 or less | |
2020 | Neil M. Gorsuch | IRA ACCT #2 (H) | ISHARES CORE S&P MID-CAP ETF | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | BUY
(ADD'L) | 2020-03-20 | $15,000 or less | |
2020 | Neil M. Gorsuch | IRA ACCT #2 (H) | ISHARES CORE 1 5 YEAR USD BOND ETF | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | BUY
(ADD'L) | 2020-12-16 | $15,000 or less | |
2020 | Neil M. Gorsuch | SEP IRA ACCT #1 (H) | ISHARES CORE U.S. AGGREGATE BOND ETF (SEE PART VIII) | $1,000 or less | DIVIDEND | | | MERGED
(WITH LINE 52) | 2020-08-13 | $15,001 - $50,000 | |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | ANNE ARUNDEL CNTY MD CONSOLIDATED GEN 5% 10/1/33 IMPT GO BDS SER 20 | $1,001 - $2,500 | INTEREST | $15,001 - $50,000 | Cash Market | | | | |
2019 | Elena Kagan | BROKERAGE ACCT #4 (H) | UNIV. OF CHICAGO RET - CREF BOND MARKET VIABILITY ANNUITY QCBMIX | | NONE | $15,001 - $50,000 | Cash Market | | | | |
2020 | Elena Kagan | BROKERAGE ACCT #4 (H) | WASHINGTON, DC - RENTAL PROPERTY | $1,001 - $2,500 | RENT | $15,001 - $50,000 | Estimated | | | | |
2019 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | PRINCIPAL MIDCAP INSTITUTIONAL PCBIX | $15,001 - $50,000 | DIVIDEND | $250,001 - $500,000 | Cash Market | SOLD
(PART) | 2019-10-11 | $15,000 or less | $1,000 or less |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | SIRIUS XM (COMMON) SIRI | $1,001 - $2,500 | DIVIDEND | $100,001 - $250,000 | Cash Market | | | | |
2020 | John G. Roberts, Jr. | TRUST #1 (H) (X) (SEE PART VIII.) | MUNICH RE GROUP ADR (COMMON) MURGY (X) | | NONE | | | SOLD | 2020-02-14 | $15,000 or less | $1,000 or less |
2020 | John G. Roberts, Jr. | INVESTMENT ACCOUNT #1 (H) | JANNEY ADVANTAGE INSURED SWEEP CASH ACCOUT | $1,000 or less | INTEREST | $15,000 or less | Cash Market | OPEN | 2020-02-20 | $500,001 - $1,000,000 | |
2019 | Sonia Sotomayor | MORGAN STANLEY DOMESTIC HOLDINGS, INC. (H) | INVESCO NATIONAL AMT - FREE MUNI (PZA) | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY | 2019-04-18 | $15,000 or less | |
2019 | Clarence Thomas | VANGUARD IRA (H) | VANGUARD 500 INDEX ADMIRAL CL VFIAX | $2,501 - $5,000 | DIVIDEND | $100,001 - $250,000 | Cash Market | | | | |
2019 | Stephen G. Breyer | TRUST | VANGUARD MID-CAP INDEX FUND | $1,000 or less | INT/DIV | $50,001 - $100,000 | Cash Market | | | | |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #1 (H) | ORACLE CORP | | NONE | | | SOLD | 2019-01-04 | $15,001 - $50,000 | $2,501 - $5,000 |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #3 (H) | VANGUARD FUNDS INTER-TERM TE FD 542 | $2,501 - $5,000 | DIVIDEND | $100,001 - $250,000 | Cash Market | BUY | 2019-04-22 | $50,001 - $100,000 | |
2020 | Samuel A. Alito | TRADITONAL IRA (H) | EATON VANCE MUTUAL FUNDS TRUST GOV'T OBLIG LC A | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #2 (H) | ISHARES RUSS 1000 GROWTH ETF | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | SOLD
(PART) | 2020-03-26 | $15,000 or less | $1,000 or less |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #3 (H) | DODGE & COX INCOME FUND | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | BUY | 2020-06-11 | $15,000 or less | |
2020 | Amy C. Barrett | BROKERAGE ACCOUNT #2 (H) | DODGE & COX INCOME | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2020 | Amy C. Barrett | IRA #1 (H) | T. ROWE PRICE SMALL-CAP VALUE | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY | 2020-10-22 | $15,000 or less | |
2020 | Amy C. Barrett | INDIANA 529 PLAN #3 (H) | VANGUARD U.S. EQUITY INDEX PORTFOLIO | | NONE | $15,001 - $50,000 | Cash Market | | | | |
2020 | Stephen G. Breyer | TIAA/CREF RETIREMENT ACCOUNTS | LAND IN PLAINFIELD, NH | | NONE | $250,001 - $500,000 | Estimated | | | | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | CREF SOCIAL CHOICE R1 | $1,000 or less | INT./DIV. | $15,000 or less | Cash Market | DISTRIBUTED
(PART) | 2019-03-28 | $15,000 or less | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | WI ST UREREF SER1, 5%, 05/01/21 | $1,001 - $2,500 | INTEREST | $15,001 - $50,000 | Cash Market | | | | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | THORNBERG INTERMED MUNI NATL INST | $1,001 - $2,500 | INT./DIV. | | | SOLD | 2019-04-22 | $15,001 - $50,000 | $1,000 or less |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #1 (H) | CREF GROWTH R1 FD | | NONE | $15,000 or less | Cash Market | | | | |
2019 | Neil M. Gorsuch | SEP IRA ACCT #1 (H) | ISHARES CORE S&P US VALUE ETF | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | USAA TAX EXEMPT SHORT TERM RETAIL | $1,000 or less | DIVIDEND | | | BUY
(ADD'L) | 2019-06-25 | $15,000 or less | |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #4 (H) F/K/A BROKERAGE ACCT #5 | USAA FEDERAL SAVINGS BANK CD 2/15/19 | $1,000 or less | INTEREST | | | MATURED | 2019-02-15 | $100,001 - $250,000 | |
2020 | Neil M. Gorsuch | IRA ACCT #1 (H) | ISHARES CORE S&P SMALL-CAP ETF | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | SOLD
(PART) | 2020-07-22 | $15,000 or less | |
2020 | Neil M. Gorsuch | IRA ACCT #2 (H) | ISHARES CORE S&P MID-CAP ETF | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | SOLD
(PART) | 2020-07-22 | $15,000 or less | |
2020 | Neil M. Gorsuch | IRA ACCT #2 (H) | VANGUARD TOTAL WORLD STOCK ETF | | NONE | | | SOLD | 2020-09-08 | $15,000 or less | $1,000 or less |
2020 | Neil M. Gorsuch | SEP IRA ACCT #1 (H) | SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF (SEE PART VIII) | $1,000 or less | DIVIDEND | | | MERGED
(WITH LINE 54) | 2020-08-13 | $15,001 - $50,000 | |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | UNIVERSITY MD SYS AUX FAC 3.25% 4/1/35 TUITION REV BDS | $1,001 - $2,500 | INTEREST | $15,001 - $50,000 | Cash Market | | | | |
2019 | Elena Kagan | BROKERAGE ACCT #4 (H) | UNIV. OF CHICAGO RET - TIAA - VANGUARD INST INDEX FUND INST PLUS | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | | | | |
2019 | Brett M. Kavanaugh | BROKERAGE ACCT #4 (H) | BANK OF AMERICA ACCOUNTS | $1,000 or less | INTEREST | $15,001 - $50,000 | Cash Market | | | | |
2019 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | DODGE & COX STOCK DODGX | $15,001 - $50,000 | DIVIDEND | $250,001 - $500,000 | Cash Market | BUY
(ADD'L) | 2019-01-15 | $15,000 or less | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | AMER. CENTURY GRO. INV. CLASS I TWGIX | $2,501 - $5,000 | DIVIDEND | $50,001 - $100,000 | Cash Market | SOLD
(PART) | 2020-02-18 | $15,001 - $50,000 | $5,001 - $15,000 |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | INVESCO DEVELOPING MARKETS ODVYX | $1,001 - $2,500 | DIVIDEND | $500,001 - $1,000,000 | Cash Market | BUY
(ADD'L) | 2020-04-27 | $15,000 or less | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | TRIBUTARY SM CO INSTL IP FOSBX | $1,001 - $2,500 | DIVIDEND | $250,001 - $500,000 | Cash Market | BUY
(ADD'L) | 2020-03-18 | $15,001 - $50,000 | |
2020 | John G. Roberts, Jr. | TRUST #1 (H) (X) (SEE PART VIII.) | PAYCHEX INC. (COMMON) PAYX (X) | $1,000 or less | DIVIDEND | | | SOLD | 2020-02-14 | $15,000 or less | $1,000 or less |
2020 | John G. Roberts, Jr. | INVESTMENT ACCOUNT #1 (H) | AMERICAN US GOVT. SECURITIES CL F2 GVTFX | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY | 2020-03-23 | $15,001 - $50,000 | |
2020 | Sonia Sotomayor | | MORGAN STANLEY BANK, NA (IRA) | $1,000 or less | INTEREST | $15,001 - $50,000 | Cash Market | | | | |
2019 | Clarence Thomas | VANGUARD IRA (H) | GOLDMAN SACHS BANK USA NEW YORK NY CD FDIC #33124 IAM CPN 2.000% DUE | $1,001 - $2,500 | INTEREST | | | REDEEMED | 2019-03-07 | $15,001 - $50,000 | |
2019 | Stephen G. Breyer | TRUST | FIDELITY MA MUNICIPAL INCOME | $1,000 or less | INT/DIV | $15,001 - $50,000 | Cash Market | | | | |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #1 (H) | PARKER HANNIFIN CORP | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #3 (H) | VANGUARD FUNDS INTER-TERM TE FD 542 | $2,501 - $5,000 | DIVIDEND | $100,001 - $250,000 | Cash Market | BUY
(ADD'L) | 2019-05-21 | $15,001 - $50,000 | |
2020 | Samuel A. Alito | TRADITONAL IRA (H) | GOLDMAN SACHS GROWTH & INCOM STRATEGY FUND CL A | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #2 (H) | ISHARES RUSS 1000 GROWTH ETF | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | SOLD
(PART) | 2020-07-02 | $15,000 or less | $2,501 - $5,000 |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #3 (H) | DODGE & COX INCOME FUND | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | BUY
(ADD'L) | 2020-06-30 | $15,000 or less | |
2020 | Amy C. Barrett | BROKERAGE ACCOUNT #2 (H) | FRANKLIN MUTUAL GLOBAL DISCOVERY FUND- CLASS Z | | NONE | | | SOLD | 2020-06-03 | $15,000 or less | |
2020 | Amy C. Barrett | IRA #1 (H) | TEMPLETON GLOBAL BOND FUND-ADVISOR CLASS | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | SOLD
(PART) | 2020-10-22 | $15,000 or less | |
2020 | Amy C. Barrett | INDIANA 529 PLAN #3 (H) | DODGE & COX INTERNATIONAL PORTFOLIO | | NONE | $15,000 or less | Cash Market | | | | |
2020 | Stephen G. Breyer | TIAA/CREF RETIREMENT ACCOUNTS | LOWES COMPANIES INC - COMMON STOCK | $1,001 - $2,500 | DIVIDEND | $100,001 - $250,000 | Cash Market | | | | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | TIAA REAL ESTATE | $1,000 or less | INT./DIV. | $15,000 or less | Cash Market | DISTRIBUTED
(PART) | 2019-03-28 | $15,000 or less | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | NC ST CAP IMPR 4%, 5/1/23 | $1,001 - $2,500 | INTEREST | $50,001 - $100,000 | Cash Market | BUY | 2019-04-18 | $50,001 - $100,000 | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | WELLS FARGO ULTRA SHORT TERM MUNI INCOME | $1,000 or less | INT./DIV. | | | SOLD | 2019-04-22 | $50,001 - $100,000 | $1,000 or less |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #1 (H) | SENATE CREDIT UNION ACCOUNT | $1,000 or less | INTEREST | $50,001 - $100,000 | Cash Market | | | | |
2019 | Neil M. Gorsuch | SEP IRA ACCT #1 (H) | ISHARES CORE S&P SMALL-CAP ETF | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | SOLD
(PART) | 2019-06-28 | $15,000 or less | |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | USAA TAX EXEMPT SHORT TERM RETAIL | $1,000 or less | DIVIDEND | | | BUY
(ADD'L) | 2019-09-13 | $15,000 or less | |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #4 (H) F/K/A BROKERAGE ACCT #5 | USAA TREASURY MONEY MKT FD | $1,001 - $2,500 | DIVIDEND | $100,001 - $250,000 | Cash Market | BUY | 2019-02-15 | $100,001 - $250,000 | |
2020 | Neil M. Gorsuch | IRA ACCT #1 (H) | ISHARES CORE S&P SMALL-CAP ETF | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | SOLD
(PART) | 2020-11-18 | $15,000 or less | $1,000 or less |
2020 | Neil M. Gorsuch | IRA ACCT #2 (H) | VANGUARD TOTAL WORLD STOCK ETF | | NONE | | | BUY | 2020-07-22 | $15,000 or less | |
2020 | Neil M. Gorsuch | SEP IRA ACCT #1 (H) | SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF (SEE PART VIII) | $1,000 or less | DIVIDEND | | | SOLD
(PART) | 2020-03-11 | $15,000 or less | $1,000 or less |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | ANNE ARUNDEL CNTY MD CONSOLIDATED GEN 5% 10/1/34 WTR AND SWR BDS | $1,001 - $2,500 | INTEREST | $15,001 - $50,000 | Cash Market | | | | |
2019 | Elena Kagan | BROKERAGE ACCT #4 (H) | UNIV. OF CHICAGO RET - TIAA - VANGUARD TOTAL BOND MKT FUND INST PLUS | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2020 | Elena Kagan | BROKERAGE ACCT #4 (H) | CITIBANK CASH ACCOUNT | $1,000 or less | INTEREST | $100,001 - $250,000 | Cash Market | | | | |
2019 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | ASG GLBL ALTRNTVE CL Y GAFYX | $2,501 - $5,000 | DIVIDEND | $250,001 - $500,000 | Cash Market | BUY
(ADD'L) | 2019-04-12 | $15,000 or less | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | AMER. CENTURY GRO. INV. CLASS I TWGIX | $2,501 - $5,000 | DIVIDEND | $50,001 - $100,000 | Cash Market | SOLD
(PART) | 2020-01-10 | $15,000 or less | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | INVESCO DEVELOPING MARKETS ODVYX | $1,001 - $2,500 | DIVIDEND | $500,001 - $1,000,000 | Cash Market | SOLD
(PART) | 2020-03-18 | $15,001 - $50,000 | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | TRIBUTARY SM CO INSTL IP FOSBX | $1,001 - $2,500 | DIVIDEND | $250,001 - $500,000 | Cash Market | BUY
(ADD'L) | 2020-02-18 | $15,000 or less | |
2020 | John G. Roberts, Jr. | TRUST #1 (H) (X) (SEE PART VIII.) | PPL CORP. (COMMON) PPL (X) | $1,000 or less | DIVIDEND | | | SOLD | 2020-02-14 | $15,000 or less | $1,000 or less |
2020 | John G. Roberts, Jr. | INVESTMENT ACCOUNT #1 (H) | AMERICAN GLOBAL BALANCED CL F2 GBLFX | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY | 2020-03-23 | $15,001 - $50,000 | |
2020 | Sonia Sotomayor | | MORGAN STANLEY BANK, NA | $1,000 or less | INTEREST | $15,000 or less | Cash Market | | | | |
2019 | Clarence Thomas | VANGUARD IRA (H) | VANGUARD VALUE INDEX ADMIRAL CL | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | | | | |
2019 | Stephen G. Breyer | TRUST | FED HERM US TREA CASH RES(FKA FEDERATED US TREASURY CASH RSV FD-I) | $1,001 - $2,500 | INT/DIV | $15,000 or less | Cash Market | | | | |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #1 (H) | PHILLIPS 66 | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #3 (H) | VANGUARD FUNDS INTER-TERM TE FD 542 | $2,501 - $5,000 | DIVIDEND | $100,001 - $250,000 | Cash Market | BUY
(ADD'L) | 2019-06-24 | $15,001 - $50,000 | |
2020 | Samuel A. Alito | TRADITONAL IRA (H) | INCOME FUND OF AMERICA CL A | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #2 (H) | ISHARES RUSS 1000 VALUE ETF | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY
(ADD'L) | 2020-03-26 | $15,000 or less | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #3 (H) | DODGE & COX INCOME FUND | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | BUY
(ADD'L) | 2020-07-07 | $15,000 or less | |
2020 | Amy C. Barrett | BROKERAGE ACCOUNT #2 (H) | INVESCO OPPENHEIMER SENIOR FLOATING RATE FUND CLASS Y | $1,000 or less | DIVIDEND | | | SOLD | 2020-06-03 | $15,000 or less | |
2020 | Amy C. Barrett | IRA #1 (H) | VANGUARD REIT INDEX ADM (SPECIALIZED PORTFOLIO) | $1,000 or less | DIVIDEND | | | SOLD | 2020-10-22 | $15,000 or less | |
2020 | Amy C. Barrett | INDIANA 529 PLAN #3 (H) | VANGUARD BOND INDEX PORTFOLIO | | NONE | $15,000 or less | Cash Market | | | | |
2020 | Stephen G. Breyer | TIAA/CREF RETIREMENT ACCOUNTS | PACCAR INC - COMMON STOCK | $1,001 - $2,500 | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | CREF BOND MARKET R1 | $1,000 or less | INTEREST | $15,000 or less | Cash Market | DISTRIBUTED
(PART) | 2019-03-28 | $15,000 or less | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | HOUSTON TX UTILSYS 1ST LIEN SER C, 4%, 5/15/17 | $1,001 - $2,500 | INTEREST | $15,001 - $50,000 | Cash Market | | | | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | ISHARES TR RUSSELL MID CAP VALUE ETF | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | BUY | 2019-04-22 | $50,001 - $100,000 | |
2019 | Neil M. Gorsuch | IRA ACCT #1 (H) | ISHARES CORE S&P 500 ETF | $2,501 - $5,000 | DIVIDEND | $100,001 - $250,000 | Cash Market | SOLD
(PART) | 2019-02-11 | $15,000 or less | |
2019 | Neil M. Gorsuch | SEP IRA ACCT #1 (H) | ISHARES TR JP MOR EM MK ETF | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | BUY
(ADD'L) | 2019-06-28 | $15,000 or less | |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | USAA TAX EXEMPT SHORT TERM RETAIL | $1,000 or less | DIVIDEND | | | BUY
(ADD'L) | 2019-10-23 | $15,000 or less | |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #4 (H) F/K/A BROKERAGE ACCT #5 | CAPITAL ONE 360 SAVINGS | | NONE | $50,001 - $100,000 | Cash Market | | | | |
2020 | Neil M. Gorsuch | IRA ACCT #1 (H) | ISHARES TR JP MOR EM MK ETF | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | SOLD
(PART) | 2020-01-08 | $15,000 or less | $1,000 or less |
2020 | Neil M. Gorsuch | IRA ACCT #2 (H) | ISHARES CORE S&P MID-CAP ETF | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | SOLD
(PART) | 2020-11-18 | $15,000 or less | $1,000 or less |
2020 | Neil M. Gorsuch | IRA ACCT #2 (H) | SCHWAB US TIPS | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | BUY | 2020-11-18 | $15,000 or less | |
2020 | Neil M. Gorsuch | SEP IRA ACCT #1 (H) | ISHARES TR BARCLAYS 7 10 YR | $1,000 or less | DIVIDEND | | | BUY
(ADD'L) | 2020-02-11 | $15,000 or less | |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | MARYLAND ST TRANSN AUTH FACS 3.125% 7/1/35 | $1,000 or less | INTEREST | $15,001 - $50,000 | Cash Market | | | | |
2019 | Elena Kagan | BROKERAGE ACCT #4 (H) | UNIV. OF CHICAGO RET - TIAA -VANGUARD INST TARGET RETIREMENT 2025 INST | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | BUY | 2019-09-26 | $15,000 or less | |
2019 | Brett M. Kavanaugh | BROKERAGE ACCT #4 (H) | EMP. RET. SYS. OF TX/TEXASAVER 401K (EMPOWER RET) (VANGUARD INST INDX) | $1,000 or less | INT./DIV. | $15,000 or less | Cash Market | | | | |
2019 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | DODGE & COX STOCK DODGX | $15,001 - $50,000 | DIVIDEND | $250,001 - $500,000 | Cash Market | BUY
(ADD'L) | 2019-02-15 | $15,000 or less | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | AMER. CENTURY GRO. INV. CLASS I TWGIX | $2,501 - $5,000 | DIVIDEND | $50,001 - $100,000 | Cash Market | BUY
(ADD'L) | 2020-02-19 | $15,000 or less | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | INVESCO DEVELOPING MARKETS ODVYX | $1,001 - $2,500 | DIVIDEND | $500,001 - $1,000,000 | Cash Market | BUY
(ADD'L) | 2020-05-27 | $15,000 or less | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | TRIBUTARY SM CO INSTL IP FOSBX | $1,001 - $2,500 | DIVIDEND | $250,001 - $500,000 | Cash Market | BUY
(ADD'L) | 2020-03-27 | $15,000 or less | |
2020 | John G. Roberts, Jr. | TRUST #1 (H) (X) (SEE PART VIII.) | PEPSICO INC. (COMMON) PEP (X) | $1,000 or less | DIVIDEND | | | SOLD | 2020-02-14 | $15,000 or less | $1,000 or less |
2020 | John G. Roberts, Jr. | INVESTMENT ACCOUNT #1 (H) | AMERICAN INFLATION LINKED BOND CL F2 BFIGX | $1,001 - $2,500 | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY | 2020-03-23 | $15,001 - $50,000 | |
2020 | Sonia Sotomayor | MORGAN STANLEY DOMESTIC HOLDINGS, INC. (IRA) (H) | BLACKROCK GLB ALLOCATION FD CLASS A (IRA) | $1,000 or less | DIVIDEND | $50,001 - $100,000 | Cash Market | | | | |
2019 | Clarence Thomas | VANGUARD IRA (H) | SAFRA NATL BANK OF NY NEW YORK NY CD FDIC #26876 IAM INSTL CPN 2.500 | $1,001 - $2,500 | INTEREST | $50,001 - $100,000 | Cash Market | BUY | 2019-03-20 | $15,001 - $50,000 | |
2019 | Stephen G. Breyer | TRUST | US TREASURY NOTES 3.125% 05/15/2021 | $2,501 - $5,000 | INTEREST | $100,001 - $250,000 | Cash Market | | | | |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #1 (H) | PNC BANK CORP | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #3 (H) | VANGUARD FUNDS INTER-TERM TE FD 542 | $2,501 - $5,000 | DIVIDEND | $100,001 - $250,000 | Cash Market | BUY
(ADD'L) | 2019-08-27 | $15,001 - $50,000 | |
2020 | Samuel A. Alito | TRADITONAL IRA (H) | PUTNAM DYNAMIC ASSET- ALLOCATION GROWTH FUND CL A | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #2 (H) | ISHARES RUSS MC VALUE ETF | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY
(ADD'L) | 2020-03-26 | $15,000 or less | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #3 (H) | DODGE & COX INCOME FUND | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | BUY
(ADD'L) | 2020-07-09 | $15,000 or less | |
2020 | Amy C. Barrett | BROKERAGE ACCOUNT #2 (H) | INVESCO OPPENHEIMER STEELPATH MLP SELECT 40 FUND CLASS Y | $1,000 or less | DIVIDEND | | | SOLD | 2020-06-03 | $15,000 or less | |
2020 | Amy C. Barrett | IRA #2 (H) | AMERICAN FUNDS CAPITAL INCOME BUILDER CLASS C | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2020 | Amy C. Barrett | ABLE ACCOUNT (H) | AGGRESSIVE OPTION | $1,000 or less | INT./DIV. | $15,000 or less | Cash Market | | | | |
2020 | Stephen G. Breyer | TIAA/CREF RETIREMENT ACCOUNTS | RAYTHEON TECHNOLOGIES CORP (FKA UNITED TECHNOLOGIES CORP) | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | | | | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | CREF STOCK R1 | $1,000 or less | INT./DIV. | $15,000 or less | Cash Market | DISTRIBUTED
(PART) | 2019-03-28 | $15,000 or less | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | SEATTLE WA MUN ILT& PWR, SER B, 5%, 4/1/22 | $1,001 - $2,500 | INTEREST | $50,001 - $100,000 | Cash Market | | | | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | ISHARES TR RUSSELL MID CAP GROWTH | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY
(ADD'L) | 2019-06-03 | $15,000 or less | |
2019 | Neil M. Gorsuch | IRA ACCT #1 (H) | ISHARES CORE S&P 500 ETF | $2,501 - $5,000 | DIVIDEND | $100,001 - $250,000 | Cash Market | BUY
(ADD'L) | 2019-04-11 | $15,000 or less | |
2019 | Neil M. Gorsuch | SEP IRA ACCT #1 (H) | ISHARES TR JP MOR EM MK ETF | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | BUY
(ADD'L) | 2019-08-27 | $15,000 or less | |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | USAA TAX EXEMPT SHORT TERM RETAIL | $1,000 or less | DIVIDEND | | | SOLD | 2019-12-06 | $15,001 - $50,000 | |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #1 (H) | USAA TAX EXEMPT MONEY MKT FD | $1,000 or less | DIVIDEND | | | SOLD
(PART) | 2020-01-21 | $15,001 - $50,000 | |
2020 | Neil M. Gorsuch | IRA ACCT #1 (H) | ISHARES TR JP MOR EM MK ETF | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY
(ADD'L) | 2020-04-07 | $15,000 or less | |
2020 | Neil M. Gorsuch | IRA ACCT #2 (H) | ISHARES CORE S&P MID-CAP ETF | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | BUY
(ADD'L) | 2020-12-16 | $15,000 or less | |
2020 | Neil M. Gorsuch | IRA ACCT #2 (H) | VANGUARD REAL ESTATE ETF IV | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | BUY | 2020-11-18 | $15,000 or less | |
2020 | Neil M. Gorsuch | SEP IRA ACCT #1 (H) | ISHARES TR BARCLAYS 7 10 YR | $1,000 or less | DIVIDEND | | | SOLD | 2020-03-20 | $15,000 or less | $1,000 or less |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | USAA TAX EXEMPT SHORT TERM RETAIL | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | BUY | 2020-01-15 | $15,000 or less | |
2019 | Elena Kagan | BROKERAGE ACCT #4 (H) | IRA #1 - FIDELITY MAGELLAN FUND | $15,001 - $50,000 | DIVIDEND | $100,001 - $250,000 | Cash Market | | | | |
2020 | Brett M. Kavanaugh | BROKERAGE ACCT #4 (H) | BANK OF AMERICA ACCOUNTS | $1,000 or less | INTEREST | $15,001 - $50,000 | Cash Market | | | | |
2019 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | DODGE & COX STOCK DODGX | $15,001 - $50,000 | DIVIDEND | $250,001 - $500,000 | Cash Market | BUY
(ADD'L) | 2019-04-12 | $15,000 or less | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | METLIFE GVUL: PUTNAM MULTI-CAP GROWTH FUND | | NONE | $50,001 - $100,000 | Cash Market | | | | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | CHARTER COMMUNICATIONS (COMMON) CHTR | | NONE | $250,001 - $500,000 | Cash Market | | | | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | TRIBUTARY SM CO INSTL IP FOSBX | $1,001 - $2,500 | DIVIDEND | $250,001 - $500,000 | Cash Market | BUY
(ADD'L) | 2020-07-27 | $15,000 or less | |
2020 | John G. Roberts, Jr. | TRUST #1 (H) (X) (SEE PART VIII.) | PFIZER INC. (COMMON) PFE (X) | $1,000 or less | DIVIDEND | | | SOLD | 2020-02-14 | $15,000 or less | |
2020 | John G. Roberts, Jr. | INVESTMENT ACCOUNT #1 (H) | AMERICAN MORTGAGE CL F2 MFAFX | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY | 2020-03-23 | $15,001 - $50,000 | |
2020 | Sonia Sotomayor | MORGAN STANLEY DOMESTIC HOLDINGS, INC. (IRA) (H) | PIMCO UNCONSTRAINED BDA (IRA) | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2019 | Clarence Thomas | VANGUARD IRA (H) | MORGAN STANLEY BANK NA SLC, UT CD FDIC #32992 CPN 2.800% DUE 3/14/22 | $1,001 - $2,500 | INTEREST | $50,001 - $100,000 | Cash Market | BUY | 2019-03-14 | $15,001 - $50,000 | |
2019 | Stephen G. Breyer | TRUST | FASTENAL CO. | $1,001 - $2,500 | INT/DIV | $50,001 - $100,000 | Cash Market | | | | |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #1 (H) | PROCTER & GAMBLE CO | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #3 (H) | VANGUARD FUNDS LIMITED TERM TAX EXEMPT FUND 531 ADMIRAL | $2,501 - $5,000 | DIVIDEND | $100,001 - $250,000 | Cash Market | BUY
(ADD'L) | 2019-03-01 | $15,000 or less | |
2020 | Samuel A. Alito | TRADITONAL IRA (H) | PUTNAM DYNAMIC ASSET ALLOCATION BALANCED FUND CL A | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #2 (H) | ISHARES RUSS MC VALUE ETF | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | SOLD
(PART) | 2020-07-02 | $15,000 or less | $1,000 or less |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #3 (H) | DODGE & COX INCOME FUND | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | BUY
(ADD'L) | 2020-10-06 | $15,000 or less | |
2020 | Amy C. Barrett | BROKERAGE ACCOUNT #2 (H) | ISHARES CORE U.S. AGGREGATE BOND ETF | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY | 2020-06-04 | $15,001 - $50,000 | |
2020 | Amy C. Barrett | IRA #2 (H) | SECURIAN BROKERAGE MONEY MARKET ACCOUNT | | NONE | $15,000 or less | Cash Market | | | | |
2020 | Amy C. Barrett | ABLE ACCOUNT (H) | KNIGHTS OF COLUMBUS WHOLE LIFE INSURANCE POLICY | $1,000 or less | INT./DIV. | $15,000 or less | Cash Market | | | | |
2020 | Stephen G. Breyer | TIAA/CREF RETIREMENT ACCOUNTS | CARRIER GLOBAL CORP | | NONE | | | SPINOFF
(FROM LINE 45) | 2020-04-03 | $15,001 - $50,000 | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | TC INTL EQ RET | $1,000 or less | INT./DIV. | $15,000 or less | Cash Market | DISTRIBUTED
(PART) | 2019-03-28 | $15,000 or less | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | WA ST REF SER R, 5%, 8/1/22 | $1,001 - $2,500 | INTEREST | $15,001 - $50,000 | Cash Market | | | | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | ISHARES TR RUSSELL MID CAP GROWTH | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY
(ADD'L) | 2019-06-04 | $15,000 or less | |
2019 | Neil M. Gorsuch | IRA ACCT #1 (H) | ISHARES CORE S&P 500 ETF | $2,501 - $5,000 | DIVIDEND | $100,001 - $250,000 | Cash Market | SOLD
(PART) | 2019-10-15 | $15,000 or less | |
2019 | Neil M. Gorsuch | SEP IRA ACCT #1 (H) | ISHARE TR IBOXX HI YD ETF | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | BUY
(ADD'L) | 2019-01-11 | $15,000 or less | |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | USAA TAX EXEMPT MONEY MARKET | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | BUY
(ADD'L) | 2019-01-02 | $15,000 or less | |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #1 (H) | USAA TAX EXEMPT MONEY MKT FD | $1,000 or less | DIVIDEND | | | SOLD
(PART) | 2020-01-22 | $15,000 or less | |
2020 | Neil M. Gorsuch | IRA ACCT #1 (H) | ISHARES TR JP MOR EM MK ETF | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | SOLD
(PART) | 2020-07-22 | $15,000 or less | $1,000 or less |
2020 | Neil M. Gorsuch | IRA ACCT #2 (H) | ISHARES CORE S&P US VALUE ETF | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | SOLD
(PART) | 2020-11-18 | $15,000 or less | $1,000 or less |
2020 | Neil M. Gorsuch | IRA ACCT #2 (H) | VANGUARD REAL ESTATE ETF IV | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | BUY
(ADD'L) | 2020-12-16 | $15,000 or less | |
2020 | Neil M. Gorsuch | SEP IRA ACCT #1 (H) | VANECK VECTORS ETF FALLEN ANGEL HIGH YIELD BOND ETF (SEE PART VIII) | $1,000 or less | DIVIDEND | | | BUY | 2020-03-02 | $15,000 or less | |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | USAA TAX EXEMPT SHORT TERM RETAIL | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | BUY
(ADD'L) | 2020-02-20 | $15,000 or less | |
2019 | Elena Kagan | BROKERAGE ACCT #4 (H) | IRA #1 - FIDELITY PURITAN FUND | $5,001 - $15,000 | DIVIDEND | $100,001 - $250,000 | Cash Market | | | | |
2020 | Brett M. Kavanaugh | BROKERAGE ACCT #4 (H) | EMP. RET. SYS. OF TX/TEXASAVER 401K (EMPOWER RET) (VANGUARD INST INDX) | $1,000 or less | INT./DIV. | $15,000 or less | Cash Market | | | | |
2019 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | DODGE & COX STOCK DODGX | $15,001 - $50,000 | DIVIDEND | $250,001 - $500,000 | Cash Market | SOLD
(PART) | 2019-04-17 | $15,000 or less | $1,000 or less |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | VANGUARD INT'L GR FUND ADMIRAL SHARES VWILX | $2,501 - $5,000 | DIVIDEND | $100,001 - $250,000 | Cash Market | BUY
(ADD'L) | 2020-02-18 | $15,000 or less | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | MY529-FDIC-INSURED STATIC INVESTMENT OPTION (SEE PART VIII.) | $5,001 - $15,000 | DIVIDEND | $250,001 - $500,000 | Cash Market | | | | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | BAIRD AGGREGATE FD CL I BAGIX | $5,001 - $15,000 | DIVIDEND | $100,001 - $250,000 | Cash Market | BUY | 2020-02-18 | $100,001 - $250,000 | |
2020 | John G. Roberts, Jr. | TRUST #1 (H) (X) (SEE PART VIII.) | PHILLIPS 66 (COMMON) PSX (X) | $1,000 or less | DIVIDEND | | | SOLD | 2020-02-14 | $15,000 or less | |
2020 | John G. Roberts, Jr. | INVESTMENT ACCOUNT #1 (H) | AMERICAN MUTUAL CL F2 AMRFX | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY | 2020-03-23 | $15,001 - $50,000 | |
2020 | Sonia Sotomayor | MORGAN STANLEY DOMESTIC HOLDINGS, INC. (IRA) (H) | RENTAL PROPERTY #1, NEW YORK, NY APPRAISED 2012 | $5,001 - $15,000 | RENT | $1,000,001 - $5,000,000 | Appraisal | | | | |
2019 | Clarence Thomas | VANGUARD IRA (H) | WELLS FARGO BANK NA SIOUX FALLS SD CD CPN 2.200% DUE 09/16 | $1,001 - $2,500 | INTEREST | | | REDEEMED | 2019-09-16 | $15,001 - $50,000 | |
2019 | Stephen G. Breyer | TRUST | US TREASURY NOTES 2.250% 07/31/2021 | $1,000 or less | INTEREST | $100,001 - $250,000 | Cash Market | BUY (ADD'L) | 2019-06-13 | $100,001 - $250,000 | |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #1 (H) | SEALED AIR CORP | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #3 (H) | VANGUARD FUNDS LIMITED TERM TAX EXEMPT FUND 531 ADMIRAL | $2,501 - $5,000 | DIVIDEND | $100,001 - $250,000 | Cash Market | BUY
(ADD'L) | 2019-08-27 | $15,000 or less | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #1 (H) | STAFFORD CNTY & STAUNTON VA | $1,000 or less | INTEREST | $15,000 or less | Cash Market | REDEEMED
(PART) | 2020-08-28 | $15,000 or less | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #2 (H) | ISHARES S&P 500 GROWTH ETF | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | SOLD
(PART) | 2020-07-02 | $15,000 or less | $2,501 - $5,000 |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #3 (H) | DODGE & COX INCOME FUND | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | BUY
(ADD'L) | 2020-11-16 | $15,000 or less | |
2020 | Amy C. Barrett | BROKERAGE ACCOUNT #2 (H) | ISHARES FLOATING RATE BONDS ETF | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | BUY | 2020-06-04 | $15,000 or less | |
2020 | Amy C. Barrett | IRA #3 (H) | AMG RIVER ROAD SMALL CAP VALUE FUND CLASS 1 | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | SOLD
(PART) | 2020-11-12 | $15,000 or less | |
2020 | Stephen G. Breyer | IRA ACCOUNT | DWS TOTAL RETURN BOND FUND-S | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2020 | Stephen G. Breyer | TIAA/CREF RETIREMENT ACCOUNTS | CARRIER GLOBAL CORP | | NONE | | | SOLD | 2020-05-20 | $15,001 - $50,000 | $5,001 - $15,000 |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | TC SOCIAL CHANGE EQ RET | $1,000 or less | INT./DIV. | $15,000 or less | Cash Market | DISTRIBUTED
(PART) | 2019-03-28 | $15,000 or less | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | LAREDO TX, REF LTD TAX, 5% 2/15/23 | $1,001 - $2,500 | INTEREST | $50,001 - $100,000 | Cash Market | | | | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | ISHARES TR RUSSELL MID CAP GROWTH | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY
(ADD'L) | 2019-06-24 | $15,000 or less | |
2019 | Neil M. Gorsuch | IRA ACCT #1 (H) | ISHARES CORE S&P MID-CAP ETF | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2019 | Neil M. Gorsuch | SEP IRA ACCT #1 (H) | ISHARE TR IBOXX HI YD ETF | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | SOLD
(PART) | 2019-06-28 | $15,000 or less | $1,000 or less |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | USAA TAX EXEMPT MONEY MARKET | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | SOLD
(PART) | 2019-01-10 | $15,000 or less | |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #1 (H) | USAA TAX EXEMPT MONEY MKT FD | $1,000 or less | DIVIDEND | | | SOLD
(PART) | 2020-03-02 | $15,001 - $50,000 | |
2020 | Neil M. Gorsuch | IRA ACCT #1 (H) | ISHARES TR JP MOR EM MK ETF | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY
(ADD'L) | 2020-11-18 | $15,000 or less | |
2020 | Neil M. Gorsuch | IRA ACCT #2 (H) | ISHARES CORE S&P US VALUE ETF | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | BUY
(ADD'L) | 2020-12-16 | $15,000 or less | |
2020 | Neil M. Gorsuch | SEP IRA ACCT #1 (H) | USAA MONEY MKT FD | | DIVIDEND | | | BUY
(ADD'L) | 2020-01-08 | $15,000 or less | |
2020 | Neil M. Gorsuch | SEP IRA ACCT #1 (H) | VANECK VECTORS ETF FALLEN ANGEL HIGH YIELD BOND ETF (SEE PART VIII) | $1,000 or less | DIVIDEND | | | MERGED
(WITH LINE 58) | 2020-08-13 | $15,000 or less | |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | USAA TAX EXEMPT SHORT TERM RETAIL | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | BUY
(ADD'L) | 2020-04-14 | $15,000 or less | |
2019 | Elena Kagan | BROKERAGE ACCT #4 (H) | IRA #1 - FIDELITY INTERMED BOND FUND | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | | | | |
2019 | John G. Roberts, Jr. | BROKERAGE ACCT #4 (H) | LAM RESEARCH (COMMON) LRCX | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | | | | |
2019 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | INVESCO OPPENHEIMER DEVELOPING MARKETS ODVYX (SEE PART VIII) | $5,001 - $15,000 | DIVIDEND | $250,001 - $500,000 | Cash Market | BUY
(ADD'L) | 2019-01-15 | $15,000 or less | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | VANGUARD SM-CAP INDEX FUND ADMIRAL VSMAX | $1,001 - $2,500 | DIVIDEND | $100,001 - $250,000 | Cash Market | BUY
(ADD'L) | 2020-02-18 | $15,000 or less | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | THORNBURG LTD-TERM MUNI INST LTMIX | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | BUY
(ADD'L) | 2020-02-18 | $15,001 - $50,000 | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | BAIRD AGGREGATE FD CL I BAGIX | $5,001 - $15,000 | DIVIDEND | $100,001 - $250,000 | Cash Market | SOLD
(PART) | 2020-03-18 | $15,001 - $50,000 | |
2020 | John G. Roberts, Jr. | TRUST #1 (H) (X) (SEE PART VIII.) | PROCTOR & GAMBLE CO. (COMMON) PG (X) | $1,000 or less | DIVIDEND | | | SOLD | 2020-02-14 | $15,001 - $50,000 | $1,000 or less |
2020 | John G. Roberts, Jr. | INVESTMENT ACCOUNT #1 (H) | BOND FUND OF AMERICA CL F2 ABNFX | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | BUY | 2020-03-23 | $50,001 - $100,000 | |
2020 | Sonia Sotomayor | MORGAN STANLEY DOMESTIC HOLDINGS, INC. (H) | ISHARES CORE MSCI EAFE ETF | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | | | | |
2020 | Clarence Thomas | | MONY FLEXIBLE PREMIUM ADJUSTABLE LIFE N/ K/A AXA UNIVERSAL LIFE POLICY | $2,501 - $5,000 | DIVIDEND | $50,001 - $100,000 | Cash Market | | | | |
2019 | Stephen G. Breyer | TRUST | US TREASURY NOTES 1.500% 5/31/2019 | $1,001 - $2,500 | INTEREST | | | MATURED | 2019-05-31 | $250,001 - $500,000 | $1,000 or less |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #1 (H) | TJX COX INC | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #3 (H) | ISHARES S&P 100 ETF | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | SOLD
(PART) | 2019-12-26 | $15,000 or less | $2,501 - $5,000 |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #1 (H) | VIRGINIA COMWITH TRANSN BRD | $1,000 or less | INTEREST | $15,000 or less | Cash Market | | | | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #2 (H) | SPDR S&P DIVIDEND ETF | $1,000 or less | DIVIDEND | | | BUY
(ADD'L) | 2020-03-26 | $15,000 or less | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #3 (H) | DODGE & COX INCOME FUND | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | BUY
(ADD'L) | 2020-12-14 | $15,000 or less | |
2020 | Amy C. Barrett | BROKERAGE ACCOUNT #2 (H) | ISHARES MSCI EAFE ETF | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY | 2020-06-04 | $15,001 - $50,000 | |
2020 | Amy C. Barrett | IRA #3 (H) | AQR FUNDS MANAGED FUTURE STRATEGIES 1 | | NONE | | | SOLD
(PART) | 2020-03-24 | $15,000 or less | |
2020 | Stephen G. Breyer | IRA ACCOUNT | DWS CROCI US FUND-S | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | | | | |
2020 | Stephen G. Breyer | TIAA/CREF RETIREMENT ACCOUNTS | OTIS GLOBAL CORP | $1,000 or less | DIVIDEND | | | SPINOFF
(FROM LINE 45) | 2020-04-03 | $15,001 - $50,000 | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | TC MID CAP VAL RET | $1,000 or less | INT./DIV. | $15,000 or less | Cash Market | DISTRIBUTED
(PART) | 2019-03-28 | $15,000 or less | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | MOST HWAYS & TRNST SER B 5%, 5/1/23 | $1,001 - $2,500 | INTEREST | $15,001 - $50,000 | Cash Market | | | | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | ISHARES TR RUSSELL MID CAP GROWTH | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | SOLD
(PART) | 2019-04-22 | $15,001 - $50,000 | $5,001 - $15,000 |
2019 | Neil M. Gorsuch | IRA ACCT #1 (H) | ISHARES CORE S&P US VALUE ETF | $1,001 - $2,500 | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2019 | Neil M. Gorsuch | SEP IRA ACCT #1 (H) | ISHARE TR IBOXX HI YD ETF | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | SOLD
(PART) | 2019-08-27 | $15,000 or less | $1,000 or less |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | USAA TAX EXEMPT MONEY MARKET | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | BUY
(ADD'L) | 2019-01-15 | $15,000 or less | |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #1 (H) | USAA TAX EXEMPT MONEY MKT FD | $1,000 or less | DIVIDEND | | | SOLD
(PART) | 2020-04-02 | $15,000 or less | |
2020 | Neil M. Gorsuch | IRA ACCT #1 (H) | ISHARES TR IBOXX HI YD ETF | $1,000 or less | DIVIDEND | | | SOLD | 2020-03-02 | $15,000 or less | $1,000 or less |
2020 | Neil M. Gorsuch | IRA ACCT #2 (H) | ISHARES CORE S&P SMALL-CAP ETF | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | SOLD
(PART) | 2020-02-11 | $15,000 or less | $1,000 or less |
2020 | Neil M. Gorsuch | SEP IRA ACCT #1 (H) | USAA MONEY MKT FD | | DIVIDEND | | | BUY
(ADD'L) | 2020-03-11 | $15,000 or less | |
2020 | Neil M. Gorsuch | SEP IRA ACCT #1 (H) | SCHWAB GOVT MONEY MARKET FUND (SEE PART VIII) | $1,000 or less | DIVIDEND | | | BUY | 2020-05-27 | $15,000 or less | |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | USAA TAX EXEMPT SHORT TERM RETAIL | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | SOLD | 2020-08-17 | $15,000 or less | |
2019 | Elena Kagan | BROKERAGE ACCT #4 (H) | IRA #2 - VANGUARD TOTAL BOND MKT INDEX ADMIRAL SHS (SEE PART VIII) | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2019 | John G. Roberts, Jr. | BROKERAGE ACCT #4 (H) | TEXAS INSTRUMENTS (COMMON) TXN | $5,001 - $15,000 | DIVIDEND | $250,001 - $500,000 | Cash Market | | | | |
2019 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | INVESCO OPPENHEIMER DEVELOPING MARKETS ODVYX (SEE PART VIII) | $5,001 - $15,000 | DIVIDEND | $250,001 - $500,000 | Cash Market | BUY
(ADD'L) | 2019-02-15 | $15,000 or less | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | VANGUARD SM-CAP INDEX FUND ADMIRAL VSMAX | $1,001 - $2,500 | DIVIDEND | $100,001 - $250,000 | Cash Market | BUY
(ADD'L) | 2020-03-18 | $15,000 or less | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | THORNBURG LTD-TERM MUNI INST LTMIX | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | BUY
(ADD'L) | 2020-08-27 | $15,000 or less | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | CREDIT SUISSE COMM RET. I CRSOX | $1,000 or less | DIVIDEND | $50,001 - $100,000 | Cash Market | BUY | 2020-03-18 | $50,001 - $100,000 | |
2020 | John G. Roberts, Jr. | TRUST #1 (H) (X) (SEE PART VIII.) | QUALCOMM INC. (COMMON) QCOM (X) | | NONE | | | SOLD | 2020-02-14 | $15,000 or less | $1,000 or less |
2020 | John G. Roberts, Jr. | INVESTMENT ACCOUNT #1 (H) | BOND FUND OF AMERICA CL F2 ABNFX | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | BUY
(ADD'L) | 2020-03-31 | $15,000 or less | |
2020 | Sonia Sotomayor | MORGAN STANLEY DOMESTIC HOLDINGS, INC. (H) | ISHARES CORE MSCI EAFE ETF | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | BUY
(ADD'L) | 2020-03-18 | $15,001 - $50,000 | |
2020 | Clarence Thomas | | MONY WHOLE - N/K/A/ AXA UNIVERSAL LIFE POLICY | $2,501 - $5,000 | DIVIDEND | $100,001 - $250,000 | Cash Market | | | | |
2019 | Stephen G. Breyer | TRUST | US TREASURY NOTES 1.625% 3/15/2020 | $1,001 - $2,500 | INTEREST | $15,001 - $50,000 | Cash Market | SOLD (PART) | 2019-06-12 | $15,001 - $50,000 | $1,000 or less |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #1 (H) | UNITED TECHNOLOGIES CORP | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | SOLD
(PART) | 2019-06-17 | $15,000 or less | $1,001 - $2,500 |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #3 (H) | ISHARES EDGE MSCI USA VALUE FACTOR ETF | $1,000 or less | DIVIDEND | | | SOLD | 2019-05-21 | $15,000 or less | $2,501 - $5,000 |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #1 (H) | VA ST RES AUTH WTR & SWR REV | $1,000 or less | INTEREST | $15,000 or less | Cash Market | | | | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #2 (H) | SPDR S&P DIVIDEND ETF | $1,000 or less | DIVIDEND | | | SOLD | 2020-06-12 | $15,001 - $50,000 | $5,001 - $15,000 |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #3 (H) | METROPOLITAN WEST UNCONSTRAINED | $2,501 - $5,000 | DIVIDEND | $100,001 - $250,000 | Cash Market | BUY
(ADD'L) | 2020-06-08 | $15,000 or less | |
2020 | Amy C. Barrett | BROKERAGE ACCOUNT #2 (H) | ISHARES RUSSELL 2000 VALUE ETF | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | BUY | 2020-06-04 | $15,000 or less | |
2020 | Amy C. Barrett | IRA #3 (H) | AQR FUNDS MANAGED FUTURE STRATEGIES 1 | | NONE | | | SOLD | 2020-11-12 | $15,000 or less | |
2020 | Stephen G. Breyer | OTHER HOLDINGS | DWS TOTAL RETURN BOND FUND-S | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2020 | Stephen G. Breyer | TIAA/CREF RETIREMENT ACCOUNTS | OTIS GLOBAL CORP | $1,000 or less | DIVIDEND | | | SOLD | 2020-05-20 | $15,001 - $50,000 | $15,001 - $50,000 |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | TC LG CAP VAL IDX RET | $1,000 or less | INT./DIV. | $15,000 or less | Cash Market | DISTRIBUTED
(PART) | 2019-03-28 | $15,000 or less | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | PIMA CTY AZ SEWR 5%, 07/01/23 | $1,001 - $2,500 | INTEREST | $50,001 - $100,000 | Cash Market | | | | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | ISHARES TR RUSSELL 2000 VALUE | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | SOLD
(PART) | 2019-04-22 | $15,001 - $50,000 | $2,501 - $5,000 |
2019 | Neil M. Gorsuch | IRA ACCT #1 (H) | ISHARES CORE S&P SMALL-CAP ETF | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | SOLD
(PART) | 2019-06-28 | $15,000 or less | |
2019 | Neil M. Gorsuch | SEP IRA ACCT #1 (H) | ISHARES TRUST CORE MSCI EAFE ETF | $1,001 - $2,500 | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY
(ADD'L) | 2019-12-05 | $15,000 or less | |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | USAA TAX EXEMPT MONEY MARKET | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | BUY
(ADD'L) | 2019-01-16 | $15,000 or less | |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #1 (H) | USAA TAX EXEMPT MONEY MKT FD | $1,000 or less | DIVIDEND | | | SOLD
(PART) | 2020-07-14 | $50,001 - $100,000 | |
2020 | Neil M. Gorsuch | IRA ACCT #1 (H) | ISHARES TRUST CORE MSCI EAFE ETF | $2,501 - $5,000 | DIVIDEND | $100,001 - $250,000 | Cash Market | BUY
(ADD'L) | 2020-03-11 | $15,000 or less | |
2020 | Neil M. Gorsuch | IRA ACCT #2 (H) | ISHARES CORE S&P SMALL-CAP ETF | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | SOLD
(PART) | 2020-03-20 | $15,000 or less | |
2020 | Neil M. Gorsuch | SEP IRA ACCT #1 (H) | USAA MONEY MKT FD | | DIVIDEND | | | BUY
(ADD'L) | 2020-03-20 | $15,000 or less | |
2020 | Neil M. Gorsuch | SEP IRA ACCT #1 (H) | SCHWAB GOVT MONEY MARKET FUND (SEE PART VIII) | $1,000 or less | DIVIDEND | | | SOLD
(PART) | 2020-07-24 | $15,000 or less | |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | USAA TAX EXEMPT SHORT TERM RETAIL | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | BUY | 2020-10-27 | $15,000 or less | |
2019 | Elena Kagan | BROKERAGE ACCT #4 (H) | IRA #2 - VANGUARD FED MONEY MKT FUND | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2019 | John G. Roberts, Jr. | BROKERAGE ACCT #4 (H) | THERMO FISHER (COMMON) TMO | $1,000 or less | DIVIDEND | $250,001 - $500,000 | Cash Market | | | | |
2019 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | INVESCO OPPENHEIMER DEVELOPING MARKETS ODVYX (SEE PART VIII) | $5,001 - $15,000 | DIVIDEND | $250,001 - $500,000 | Cash Market | BUY
(ADD'L) | 2019-04-12 | $15,000 or less | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | WELLS FARGO BANK ACCOUNTS | $1,000 or less | INTEREST | $100,001 - $250,000 | Cash Market | | | | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | THORNBURG LTD-TERM MUNI INST LTMIX | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | BUY
(ADD'L) | 2020-11-27 | $15,000 or less | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | MFS VALUE I MEIIX | $5,001 - $15,000 | DIVIDEND | $500,001 - $1,000,000 | Cash Market | BUY | 2020-03-18 | $250,001 - $500,000 | |
2020 | John G. Roberts, Jr. | TRUST #1 (H) (X) (SEE PART VIII.) | SANOFI SPON ADR (COMMON) SNY (X) | | NONE | | | SOLD | 2020-02-14 | $15,000 or less | |
2020 | John G. Roberts, Jr. | INVESTMENT ACCOUNT #1 (H) | CAPITAL INCOME BUILDER CL F2 CAIFX | $5,001 - $15,000 | DIVIDEND | $100,001 - $250,000 | Cash Market | BUY | 2020-03-23 | $100,001 - $250,000 | |
2020 | Sonia Sotomayor | MORGAN STANLEY DOMESTIC HOLDINGS, INC. (H) | ISHARES CORE MSCI EMERGING | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2020 | Clarence Thomas | | WELLS FARGO CD | $1,000 or less | INTEREST | $15,000 or less | Cash Market | | | | |
2019 | Stephen G. Breyer | TRUST | US TREASURY NOTES 2.500% 02/15/2022 | $1,000 or less | INTEREST | $100,001 - $250,000 | Cash Market | BUY | 2019-06-06 | $100,001 - $250,000 | |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #1 (H) | VANGUARD FTSE ALL-WRLD EXUS ETF | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #3 (H) | ISHARES CORE DIVIDEND GROWTH ETF | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #1 (H) | VA ST RES AUTH WTR & SWR SYS | $1,000 or less | INTEREST | $15,000 or less | Cash Market | | | | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #2 (H) | VANGUARD HIGH DIV YIELD ETF | $2,501 - $5,000 | DIVIDEND | $50,001 - $100,000 | Cash Market | BUY
(ADD'L) | 2020-06-12 | $15,001 - $50,000 | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #3 (H) | T. ROWE PRICE VA T/F BOND FD | $5,001 - $15,000 | DIVIDEND | $250,001 - $500,000 | Cash Market | BUY
(ADD'L) | 2020-06-08 | $15,001 - $50,000 | |
2020 | Amy C. Barrett | BROKERAGE ACCOUNT #2 (H) | PIMCO FUNDS INCOME FUND | $1,000 or less | DIVIDEND | | | SOLD | 2020-06-03 | $15,001 - $50,000 | |
2020 | Amy C. Barrett | IRA #3 (H) | BLACKROCK STRATEGIC INCOME OPPORTUNITIES | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2020 | Stephen G. Breyer | OTHER HOLDINGS | BANK OF AMERICA - CHECKING | $1,000 or less | INTEREST | $50,001 - $100,000 | Cash Market | | | | |
2020 | Stephen G. Breyer | TIAA/CREF RETIREMENT ACCOUNTS | SSGA INST TREAS MM INV LC FD (FKA SSGA MONEY MARKET FUND) | $1,000 or less | DIVIDEND | $50,001 - $100,000 | Cash Market | | | | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | TC INTL EQ IDX RET | $1,000 or less | INT./DIV. | $15,000 or less | Cash Market | DISTRIBUTED
(PART) | 2019-03-28 | $15,000 or less | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | BIRMINGHAM AL WARRANTS SER B, 5%, 03/01/24 | $1,001 - $2,500 | INTEREST | $15,001 - $50,000 | Cash Market | | | | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | ISHARES TR RUSSELL 2000 GROWTH | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | BUY | 2019-05-06 | $15,001 - $50,000 | |
2019 | Neil M. Gorsuch | IRA ACCT #1 (H) | ISHARES TR JP MOR EM MK ETF | $1,001 - $2,500 | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY
(ADD'L) | 2019-06-28 | $15,000 or less | |
2019 | Neil M. Gorsuch | SEP IRA ACCT #1 (H) | ISHARES INC CORE MSCI EMERGING MKTS ETF | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | USAA TAX EXEMPT MONEY MARKET | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | SOLD
(PART) | 2019-01-16 | $15,000 or less | |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #1 (H) | USAA TAX EXEMPT MONEY MKT FD | $1,000 or less | DIVIDEND | | | SOLD
(PART) | 2020-07-20 | $15,000 or less | |
2020 | Neil M. Gorsuch | IRA ACCT #1 (H) | ISHARES TRUST CORE MSCI EAFE ETF | $2,501 - $5,000 | DIVIDEND | $100,001 - $250,000 | Cash Market | SOLD
(PART) | 2020-04-07 | $15,000 or less | |
2020 | Neil M. Gorsuch | IRA ACCT #2 (H) | ISHARES CORE S&P SMALL-CAP ETF | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | SOLD
(PART) | 2020-07-22 | $15,000 or less | |
2020 | Neil M. Gorsuch | SEP IRA ACCT #1 (H) | USAA MONEY MKT FD | | DIVIDEND | | | SOLD
(PART) | 2020-03-26 | $15,000 or less | |
2020 | Neil M. Gorsuch | SEP IRA ACCT #1 (H) | SCHWAB GOVT MONEY MARKET FUND (SEE PART VIII) | $1,000 or less | DIVIDEND | | | MERGED
(WITH LINE 60) | 2020-08-13 | $15,000 or less | |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | SCHWAB GOVT MONEY MARKET FUND | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY | 2020-05-27 | $15,000 or less | |
2019 | Elena Kagan | BROKERAGE ACCT #4 (H) | IRA #2 - VANGUARD WELLESLEY INC FUND | $2,501 - $5,000 | DIVIDEND | $50,001 - $100,000 | Cash Market | | | | |
2019 | John G. Roberts, Jr. | BROKERAGE ACCT #4 (H) | SIRIUS XM (COMMON) SIRI | $1,001 - $2,500 | DIVIDEND | $250,001 - $500,000 | Cash Market | | | | |
2019 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | CHARTER COMMUNICATIONS (COMMON) CHTR | | NONE | $250,001 - $500,000 | Cash Market | | | | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | CAPITAL ONE, INC. BANK ACCOUNTS | $1,001 - $2,500 | INTEREST | $1,000,001 - $5,000,000 | Cash Market | | | | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | THORNBURG LTD-TERM MUNI INST LTMIX | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | BUY
(ADD'L) | 2020-12-24 | $15,000 or less | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | MFS VALUE I MEIIX | $5,001 - $15,000 | DIVIDEND | $500,001 - $1,000,000 | Cash Market | BUY
(ADD'L) | 2020-03-19 | $15,000 or less | |
2020 | John G. Roberts, Jr. | TRUST #1 (H) (X) (SEE PART VIII.) | SIMON PROPERTY GROUP INC. (COMMON) SPG (X) | $1,000 or less | DIVIDEND | | | SOLD | 2020-02-14 | $15,000 or less | |
2020 | John G. Roberts, Jr. | INVESTMENT ACCOUNT #1 (H) | CAPITAL INCOME BUILDER CL F2 CAIFX | $5,001 - $15,000 | DIVIDEND | $100,001 - $250,000 | Cash Market | SOLD
(PART) | 2020-03-31 | $15,000 or less | $1,000 or less |
2020 | Sonia Sotomayor | MORGAN STANLEY DOMESTIC HOLDINGS, INC. (H) | ISHARES CORE MSCI EMERGING | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY
(ADD'L) | 2020-03-18 | $15,000 or less | |
2020 | Clarence Thomas | | GINGER, LTD., PARTNERSHIP | $50,001 - $100,000 | RENT | $250,001 - $500,000 | Estimated | | | | |
2019 | Stephen G. Breyer | TIAA/CREF RETIREMENT ACCOUNTS | TIAA/CREF - TIAA TRADITIONAL (FIXED ANNUITY) | $2,501 - $5,000 | INT/DIV | $50,001 - $100,000 | Cash Market | | | | |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #2 (H) | EDWARD JONES MONEY MARKET (Y) | | | | | | | | |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #3 (H) | VANGUARD FTSE DEVELOPED MARKETS ETF | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #1 (H) | VIRGINIA BEACH VA GO PUB IMPT | $1,000 or less | INTEREST | $15,001 - $50,000 | Cash Market | | | | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #2 (H) | VANGUARD HIGH DIV YIELD ETF | $2,501 - $5,000 | DIVIDEND | $50,001 - $100,000 | Cash Market | BUY
(ADD'L) | 2020-07-02 | $15,000 or less | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #3 (H) | VANGUARD FUNDS INTER-TERM TE FD 542 | $2,501 - $5,000 | DIVIDEND | $100,001 - $250,000 | Cash Market | BUY
(ADD'L) | 2020-06-08 | $15,000 or less | |
2020 | Amy C. Barrett | BROKERAGE ACCOUNT #2 (H) | PIMCO ENHANCED SHORT MATURITY ACTIVE ETF | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | BUY | 2020-06-04 | $15,000 or less | |
2020 | Amy C. Barrett | IRA #3 (H) | SECURIAN BROKERAGE MONEY MARKET ACCOUNT | | NONE | $15,000 or less | Cash Market | | | | |
2020 | Stephen G. Breyer | TIAA/CREF | TIAA/CREF - TIAA TRADITIONAL (FIXED ANNUITY) | $15,001 - $50,000 | INT./DIV. | $500,001 - $1,000,000 | Cash Market | | | | |
2020 | Stephen G. Breyer | TIAA/CREF RETIREMENT ACCOUNTS | LEXINGTON MA GO 4% 2/15/21 | $1,001 - $2,500 | INTEREST | $100,001 - $250,000 | Cash Market | | | | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | TC SM CAP EQ RET | $1,000 or less | INT./DIV. | $15,000 or less | Cash Market | DISTRIBUTED
(PART) | 2019-03-28 | $15,000 or less | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | WI ST TRANS REV SER A 5%, 7/1/2024 | $1,001 - $2,500 | INTEREST | $15,001 - $50,000 | Cash Market | | | | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | ISHARES TR RUSSELL 2000 GROWTH | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | SOLD
(PART) | 2019-05-22 | $15,000 or less | $1,000 or less |
2019 | Neil M. Gorsuch | IRA ACCT #1 (H) | ISHARES TR JP MOR EM MK ETF | $1,001 - $2,500 | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY
(ADD'L) | 2019-08-27 | $15,000 or less | |
2019 | Neil M. Gorsuch | SEP IRA ACCT #1 (H) | SPDR PORTFOLIO SHORT TERM CORPORATE BOND | $1,000 or less | DIVIDEND | | | SOLD | 2019-04-11 | $15,000 or less | $1,000 or less |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | USAA TAX EXEMPT MONEY MARKET | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | BUY
(ADD'L) | 2019-02-01 | $15,000 or less | |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #1 (H) | USAA TAX EXEMPT MONEY MKT FD | $1,000 or less | DIVIDEND | | | SOLD
(PART) | 2020-07-28 | $15,001 - $50,000 | |
2020 | Neil M. Gorsuch | IRA ACCT #1 (H) | ISHARES TRUST CORE MSCI EAFE ETF | $2,501 - $5,000 | DIVIDEND | $100,001 - $250,000 | Cash Market | SOLD
(PART) | 2020-11-18 | $15,000 or less | |
2020 | Neil M. Gorsuch | IRA ACCT #2 (H) | ISHARES CORE S&P SMALL-CAP ETF | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | SOLD
(PART) | 2020-11-18 | $15,000 or less | $1,000 or less |
2020 | Neil M. Gorsuch | SEP IRA ACCT #1 (H) | USAA MONEY MKT FD | | DIVIDEND | | | SOLD
(PART) | 2020-04-07 | $15,000 or less | |
2020 | Neil M. Gorsuch | SEP IRA ACCT #1 (H) | ISHARES CORE 1 5 YEAR USD BOND ETF (SEE PART VIII) | | NONE | | | BUY | 2020-07-22 | $15,000 or less | |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | SCHWAB GOVT MONEY MARKET FUND | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY
(ADD'L) | 2020-06-02 | $15,000 or less | |
2019 | Elena Kagan | BROKERAGE ACCT #4 (H) | IRA #2 - VANGUARD 500 INDEX FUND ADMIRAL SHS (SEE PART VIII) | $1,000 or less | DIVIDEND | $50,001 - $100,000 | Cash Market | | | | |
2019 | John G. Roberts, Jr. | BROKERAGE ACCT #4 (H) | AMER. CENTURY GRO. INV. CLASS I TWGIX | $2,501 - $5,000 | DIVIDEND | $50,001 - $100,000 | Cash Market | | | | |
2019 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | MY529 CASH ACCOUNT | $5,001 - $15,000 | DIVIDEND | $250,001 - $500,000 | Cash Market | | | | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | 1/8 INT. COTTAGE, KNOCKLONG, COUNTY LIMERICK, IRELAND | $1,000 or less | RENT | $15,000 or less | Estimated | | | | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | TWEEDY BROWNE GLOBAL VALUE FUND TBGVX | $1,000 or less | DIVIDEND | $50,001 - $100,000 | Cash Market | BUY
(ADD'L) | 2020-02-27 | $15,000 or less | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | MFS VALUE I MEIIX | $5,001 - $15,000 | DIVIDEND | $500,001 - $1,000,000 | Cash Market | BUY
(ADD'L) | 2020-04-27 | $15,000 or less | |
2020 | John G. Roberts, Jr. | TRUST #1 (H) (X) (SEE PART VIII.) | SOUTHERN COMPANY (COMMON) SO (X) | $1,000 or less | DIVIDEND | | | SOLD | 2020-02-14 | $15,000 or less | $1,000 or less |
2020 | John G. Roberts, Jr. | INVESTMENT ACCOUNT #1 (H) | INCOME FUND OF AMERICA CL F2 AMEFX | $5,001 - $15,000 | DIVIDEND | $100,001 - $250,000 | Cash Market | BUY | 2020-03-23 | $100,001 - $250,000 | |
2020 | Sonia Sotomayor | MORGAN STANLEY DOMESTIC HOLDINGS, INC. (H) | ISHARES RUSSELL 1000 GRW ETF | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2019 | Stephen G. Breyer | TRUST | US TREASURY NOTES 2.500% 02/15/2022 | | | | | BUY (ADD'L) | 2019-06-13 | $15,001 - $50,000 | |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #2 (H) | ISHARES RUSS 1000 GROWTH ETF | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #3 (H) | VANGUARD FTSE ALL WORLD EX-US INDEX FUND | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #1 (H) | 3M CO | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #2 (H) | VANGUARD MID CAP GROWTH ETF | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY
(ADD'L) | 2020-03-26 | $15,000 or less | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #3 (H) | VANGUARD FUNDS INTER-TERM TE FD 542 | $2,501 - $5,000 | DIVIDEND | $100,001 - $250,000 | Cash Market | BUY
(ADD'L) | 2020-10-12 | $15,001 - $50,000 | |
2020 | Amy C. Barrett | BROKERAGE ACCOUNT #2 (H) | PRINCIPAL GLOBAL DIVERSIFIED INCOME FUND INSTITUTIONAL CLASS | $1,000 or less | DIVIDEND | | | SOLD | 2020-06-03 | $15,000 or less | |
2020 | Amy C. Barrett | IRA #3 (H) | COLUMBIA COMMODITY STRATEGY FUND-R4 | | NONE | | | SOLD | 2020-11-12 | $15,000 or less | |
2020 | Stephen G. Breyer | TIAA/CREF | TIAA/CREF - TIAA REAL ESTATE | $1,000 or less | INT./DIV. | $100,001 - $250,000 | Cash Market | | | | |
2020 | Stephen G. Breyer | TIAA/CREF RETIREMENT ACCOUNTS | STANCROFT TRUST LIMITED | $15,001 - $50,000 | DIVIDEND | $500,001 - $1,000,000 | Estimated | | | | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | TC INFL LNKD BOND RET | $1,000 or less | INTEREST | $15,000 or less | Cash Market | DISTRIBUTED
(PART) | 2019-03-28 | $15,000 or less | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | NH ST SER A 5%, 3/1/25 | $1,001 - $2,500 | INTEREST | $50,001 - $100,000 | Cash Market | | | | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | ISHARES TR MSCI EAFE SMALL CAP | $1,001 - $2,500 | DIVIDEND | $15,001 - $50,000 | Cash Market | SOLD
(PART) | 2019-04-22 | $15,001 - $50,000 | $1,001 - $2,500 |
2019 | Neil M. Gorsuch | IRA ACCT #1 (H) | ISHARE TR IBOXX HI YD ETF | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | BUY
(ADD'L) | 2019-01-11 | $15,000 or less | |
2019 | Neil M. Gorsuch | SEP IRA ACCT #1 (H) | ISHARES CORE U.S. AGGREGATE BOND ETF | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | USAA TAX EXEMPT MONEY MARKET | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | SOLD
(PART) | 2019-02-11 | $15,000 or less | |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #1 (H) | USAA TAX EXEMPT MONEY MKT FD | $1,000 or less | DIVIDEND | | | SOLD
(PART) | 2020-08-21 | $15,001 - $50,000 | |
2020 | Neil M. Gorsuch | IRA ACCT #1 (H) | ISHARES INC CORE MSCI EMERGING MKTS ETF | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | BUY
(ADD'L) | 2020-09-08 | $15,000 or less | |
2020 | Neil M. Gorsuch | IRA ACCT #2 (H) | ISHARES CORE S&P SMALL-CAP ETF | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | BUY
(ADD'L) | 2020-12-16 | $15,000 or less | |
2020 | Neil M. Gorsuch | SEP IRA ACCT #1 (H) | USAA MONEY MKT FD | | DIVIDEND | | | BUY
(ADD'L) | 2020-04-16 | $15,000 or less | |
2020 | Neil M. Gorsuch | SEP IRA ACCT #1 (H) | ISHARES CORE 1 5 YEAR USD BOND ETF (SEE PART VIII) | | NONE | | | MERGED
(WITH LINE 66) | 2020-08-13 | $15,000 or less | |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | SCHWAB GOVT MONEY MARKET FUND | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY
(ADD'L) | 2020-06-16 | $15,000 or less | |
2019 | Elena Kagan | BROKERAGE ACCT #4 (H) | IRA #2 - VANGUARD INTL EXPLORER FUND | $1,001 - $2,500 | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2019 | John G. Roberts, Jr. | BROKERAGE ACCT #4 (H) | METLIFE GVUL: PUTNAM MULTI-CAP GROWTH FUND | | NONE | $15,001 - $50,000 | Cash Market | | | | |
2019 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | THORNBURG LTD-TERM MUNI INST LTMIX | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY
(ADD'L) | 2019-01-15 | $15,000 or less | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | MY529 EQUITY - 10% INT'L | $5,001 - $15,000 | DIVIDEND | $250,001 - $500,000 | Cash Market | | | | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | TWEEDY BROWNE GLOBAL VALUE FUND TBGVX | $1,000 or less | DIVIDEND | $50,001 - $100,000 | Cash Market | BUY
(ADD'L) | 2020-06-26 | $15,000 or less | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | MFS VALUE I MEIIX | $5,001 - $15,000 | DIVIDEND | $500,001 - $1,000,000 | Cash Market | BUY
(ADD'L) | 2020-09-25 | $15,000 or less | |
2020 | John G. Roberts, Jr. | TRUST #1 (H) (X) (SEE PART VIII.) | SPDR SERIES TRUST S&P DIVIDEND ETF SDY (X) | | NONE | | | SOLD | 2020-02-14 | $15,000 or less | $1,000 or less |
2020 | John G. Roberts, Jr. | INVESTMENT ACCOUNT #1 (H) | INCOME FUND OF AMERICA CL F2 AMEFX | $5,001 - $15,000 | DIVIDEND | $100,001 - $250,000 | Cash Market | SOLD
(PART) | 2020-03-31 | $15,000 or less | $1,000 or less |
2020 | Sonia Sotomayor | MORGAN STANLEY DOMESTIC HOLDINGS, INC. (H) | ISHARES RUSSELL 1000 GRW ETF | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY
(ADD'L) | 2020-03-18 | $15,000 or less | |
2020 | Clarence Thomas | | LIBERTY CONSULTING, INC. | | NONE | $15,001 - $50,000 | Book Value | | | | |
2019 | Stephen G. Breyer | TIAA/CREF RETIREMENT ACCOUNTS | TIAA/CREF - CREF STOCK R2 | $15,001 - $50,000 | INT/DIV | $50,001 - $100,000 | Cash Market | | | | |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #2 (H) | ISHARES RUSS 1000 VALUE ETF | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #3 (H) | VANGUARD FTSE EUROPE ETF | $1,000 or less | DIVIDEND | | | SOLD | 2019-04-08 | $15,000 or less | $1,000 or less |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #1 (H) | ABBOTT LABORATORIES | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #2 (H) | VANGUARD MID CAP GROWTH ETF | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | SOLD
(PART) | 2020-07-02 | $15,000 or less | $2,501 - $5,000 |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #3 (H) | VANGUARD FUNDS LIMITED TERM TAX EXEMPT FUND 531 ADMIRAL | $2,501 - $5,000 | DIVIDEND | $100,001 - $250,000 | Cash Market | SOLD
(PART) | 2020-10-12 | $15,001 - $50,000 | $1,000 or less |
2020 | Amy C. Barrett | BROKERAGE ACCOUNT #2 (H) | SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | BUY | 2020-06-04 | $15,000 or less | |
2020 | Amy C. Barrett | IRA #3 (H) | DIAMOND HILL LONG-SHORT FUND CLASS I | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2020 | Stephen G. Breyer | TIAA/CREF | TIAA/CREF - CREF BOND MARKET R3 | $5,001 - $15,000 | INT./DIV. | $100,001 - $250,000 | Cash Market | | | | |
2020 | Stephen G. Breyer | TIAA/CREF RETIREMENT ACCOUNTS | FIRST CARIBBEAN INTERNATIONAL BANK - CHECKING | | NONE | $15,000 or less | Cash Market | | | | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | TC BOND RET | $1,000 or less | INTEREST | $15,000 or less | Cash Market | DISTRIBUTED
(PART) | 2019-03-28 | $15,000 or less | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | MET GOVT NASHVILLE & DAVIDSON CTY, 5%, 7/1/25 | $1,001 - $2,500 | INTEREST | $15,001 - $50,000 | Cash Market | | | | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | ISHARES TR CORE MSCI EAFE | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | BUY | 2019-04-23 | $15,001 - $50,000 | |
2019 | Neil M. Gorsuch | IRA ACCT #1 (H) | ISHARE TR IBOXX HI YD ETF | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | SOLD
(PART) | 2019-06-28 | $15,000 or less | $1,000 or less |
2019 | Neil M. Gorsuch | SEP IRA ACCT #1 (H) | SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | $1,001 - $2,500 | DIVIDEND | $15,001 - $50,000 | Cash Market | SOLD
(PART) | 2019-01-11 | $15,000 or less | |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | USAA TAX EXEMPT MONEY MARKET | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | BUY
(ADD'L) | 2019-04-01 | $15,000 or less | |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #1 (H) | USAA TAX EXEMPT MONEY MKT FD | $1,000 or less | DIVIDEND | | | SOLD | 2020-09-03 | $50,001 - $100,000 | |
2020 | Neil M. Gorsuch | IRA ACCT #1 (H) | ISHARES INC CORE MSCI EMERGING MKTS ETF | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | SOLD
(PART) | 2020-11-18 | $15,001 - $50,000 | |
2020 | Neil M. Gorsuch | IRA ACCT #2 (H) | ISHARES TR JP MOR EM MK ETF | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | BUY
(ADD'L) | 2020-01-08 | $15,000 or less | |
2020 | Neil M. Gorsuch | SEP IRA ACCT #1 (H) | USAA MONEY MKT FD | | DIVIDEND | | | BUY
(ADD'L) | 2020-05-05 | $15,000 or less | |
2020 | Neil M. Gorsuch | SEP IRA ACCT #1 (H) | VANGUARD TOTAL WORLD STOCK ETF (SEE PART VIII) | | NONE | | | BUY | 2020-07-22 | $15,000 or less | |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | SCHWAB GOVT MONEY MARKET FUND | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY
(ADD'L) | 2020-07-02 | $15,000 or less | |
2019 | Elena Kagan | BROKERAGE ACCT #4 (H) | BNY MELLON US MORTGAGE FUND INC - CLASS Z (SEE PART VIII) | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2019 | John G. Roberts, Jr. | BROKERAGE ACCT #4 (H) | VANGUARD INT'L GR FUND ADMIRAL SHARES VWILX | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | | | | |
2019 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | THORNBURG LTD-TERM MUNI INST LTMIX | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY
(ADD'L) | 2019-02-15 | $15,000 or less | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | MY529 AGE-BASED MODERATE | $1,001 - $2,500 | DIVIDEND | $100,001 - $250,000 | Cash Market | | | | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | TWEEDY BROWNE GLOBAL VALUE FUND TBGVX | $1,000 or less | DIVIDEND | $50,001 - $100,000 | Cash Market | BUY
(ADD'L) | 2020-07-27 | $15,000 or less | |
2020 | John G. Roberts, Jr. | TRINET RET. PLAN (H) | TA VANGARD INSTL TARGET RET. 2020 VITWX | | NONE | $15,001 - $50,000 | Cash Market | BUY | 2020-03-20 | $15,001 - $50,000 | |
2020 | John G. Roberts, Jr. | TRUST #1 (H) (X) (SEE PART VIII.) | TAKEDA PHARMACEUTICAL CO. LTD. (COMMON) TAK (X) | | NONE | | | SOLD | 2020-02-14 | $15,000 or less | |
2019 | Sonia Sotomayor | | CITIBANK, N.A. ACCOUNTS | $1,000 or less | INTEREST | $100,001 - $250,000 | Cash Market | | | | |
2020 | Sonia Sotomayor | MORGAN STANLEY DOMESTIC HOLDINGS, INC. (H) | ISHARES RUSSELL 1000 VALUE ETF | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2020 | Clarence Thomas | VANGUARD IRA (H) | VANGUARD FEDERAL MONEY MARKET FUND | $1,000 or less | DIVIDEND | $50,001 - $100,000 | Cash Market | | | | |
2019 | Stephen G. Breyer | TIAA/CREF RETIREMENT ACCOUNTS | SK-N-A NATIONAL BANK SAVINGS ACCT | $1,000 or less | INTEREST | $15,000 or less | Cash Market | | | | |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #2 (H) | ISHARES RUSS MC VALUE ETF | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #3 (H) | VANGUARD MID CAP ETF | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY
(ADD'L) | 2019-03-01 | $15,000 or less | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #1 (H) | ABBVIE INC | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #2 (H) | AMERICAN EUROPACIFIC GROWTH F3 | $1,000 or less | DIVIDEND | $50,001 - $100,000 | Cash Market | BUY | 2020-06-15 | $15,000 or less | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #3 (H) | ISHARES S&P 100 ETF | $1,000 or less | DIVIDEND | $50,001 - $100,000 | Cash Market | SOLD
(PART) | 2020-10-19 | $15,001 - $50,000 | $5,001 - $15,000 |
2020 | Amy C. Barrett | BROKERAGE ACCOUNT #2 (H) | TEMPLETON GLOBAL BOND FUND-ADVISOR CLASS | $1,000 or less | DIVIDEND | | | SOLD | 2020-06-03 | $15,001 - $50,000 | |
2020 | Amy C. Barrett | IRA #3 (H) | DODGE & COX INTERNATIONAL STOCK FUND | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2020 | Stephen G. Breyer | TIAA/CREF | TIAA/CREF - CREF STOCK R3 | $100,001 - $1,000,000 | INT./DIV. | $1,000,001 - $5,000,000 | Cash Market | | | | |
2020 | Stephen G. Breyer | TIAA/CREF RETIREMENT ACCOUNTS | EATON VANCE LARGE CAP GROWTH FUND - I | $15,001 - $50,000 | DIVIDEND | $500,001 - $1,000,000 | Cash Market | | | | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | FRIED FRANK PENSION (COMMENCED ON DEATH OF SPOUSE) | $15,001 - $50,000 | DISTRIBUTION | | | DISTRIBUTED | 2019-03-31 | $15,001 - $50,000 | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | N TX ST MUNI WTR DIST 5%, 9/1/26 | $1,001 - $2,500 | INTEREST | $50,001 - $100,000 | Cash Market | | | | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | ISHARES TR CORE MSCI EAFE | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | BUY
(ADD'L) | 2019-04-24 | $15,001 - $50,000 | |
2019 | Neil M. Gorsuch | IRA ACCT #1 (H) | ISHARE TR IBOXX HI YD ETF | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | SOLD
(PART) | 2019-08-27 | $15,000 or less | $1,000 or less |
2019 | Neil M. Gorsuch | SEP IRA ACCT #1 (H) | SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | $1,001 - $2,500 | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY
(ADD'L) | 2019-06-28 | $15,000 or less | |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | USAA TAX EXEMPT MONEY MARKET | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | SOLD
(PART) | 2019-04-10 | $15,000 or less | |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #1 (H) | USAA INTERNATIONAL FD | | NONE | | | SOLD | 2020-10-15 | $250,001 - $500,000 | |
2020 | Neil M. Gorsuch | IRA ACCT #1 (H) | ISHARES CORE U.S. AGGREGATE BOND ETF | $1,001 - $2,500 | DIVIDEND | $100,001 - $250,000 | Cash Market | SOLD
(PART) | 2020-03-11 | $15,000 or less | $1,000 or less |
2020 | Neil M. Gorsuch | IRA ACCT #2 (H) | ISHARES TR JP MOR EM MK ETF | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | BUY
(ADD'L) | 2020-04-07 | $15,000 or less | |
2020 | Neil M. Gorsuch | SEP IRA ACCT #1 (H) | USAA MONEY MKT FD | | DIVIDEND | | | SOLD | 2020-05-26 | $15,000 or less | |
2020 | Neil M. Gorsuch | SEP IRA ACCT #1 (H) | VANGUARD TOTAL WORLD STOCK ETF (SEE PART VIII) | | NONE | | | MERGED
(WITH LINE 68) | 2020-08-13 | $15,000 or less | |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | SCHWAB GOVT MONEY MARKET FUND | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY
(ADD'L) | 2020-07-16 | $15,000 or less | |
2019 | Elena Kagan | BROKERAGE ACCT #4 (H) | VANGUARD - GNMA FUND INVESTOR SHARES | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2019 | John G. Roberts, Jr. | BROKERAGE ACCT #4 (H) | VANGUARD SM-CAP INDEX FUND ADMIRAL VSMAX | $1,001 - $2,500 | DIVIDEND | $100,001 - $250,000 | Cash Market | | | | |
2019 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | TWEEDY BROWNE GLOBAL VALUE FUND TBGVX | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | BUY
(ADD'L) | 2019-01-15 | $15,000 or less | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | EATON VANCE SER II INCOME FUND BOSTON CL 1 EIBIX | $1,000 or less | DIVIDEND | | | SOLD | 2020-02-18 | $50,001 - $100,000 | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | TWEEDY BROWNE GLOBAL VALUE FUND TBGVX | $1,000 or less | DIVIDEND | $50,001 - $100,000 | Cash Market | BUY
(ADD'L) | 2020-09-25 | $15,000 or less | |
2020 | John G. Roberts, Jr. | TRUST #1 (H) (X) (SEE PART VIII.) | AT&T INC. (COMMON) T (X) | $1,000 or less | DIVIDEND | | | SOLD | 2020-02-14 | $15,000 or less | |
2020 | John G. Roberts, Jr. | TRUST #1 (H) (X) (SEE PART VIII.) | TEGNA INC. (COMMON) TGNA (X) | $1,000 or less | DIVIDEND | | | SOLD | 2020-02-14 | $15,000 or less | $1,000 or less |
2019 | Sonia Sotomayor | | MORGAN STANLEY BANK, NA | $1,000 or less | INTEREST | $15,000 or less | Cash Market | | | | |
2020 | Sonia Sotomayor | MORGAN STANLEY DOMESTIC HOLDINGS, INC. (H) | ISHARES RUSSELL 1000 VALUE ETF | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | SOLD
(PART) | 2020-03-18 | $15,000 or less | $1,000 or less |
2020 | Clarence Thomas | VANGUARD IRA (H) | VANGUARD EMERGING MARKETS STOCK INDEX ADMIRAL CL VEMAX | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2019 | Stephen G. Breyer | TIAA/CREF RETIREMENT ACCOUNTS | PEARSON PLC ORD. STOCK | $5,001 - $15,000 | INT/DIV | $100,001 - $250,000 | Cash Market | | | | |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #2 (H) | ISHARES S&P 500 GROWTH ETF | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #3 (H) | VANGUARD LARGE CAP ETF | $1,001 - $2,500 | DIVIDEND | $100,001 - $250,000 | Cash Market | | | | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #1 (H) | BECTON DICKINSON & CO | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #2 (H) | AMERICAN EUROPACIFIC GROWTH F3 | $1,000 or less | DIVIDEND | $50,001 - $100,000 | Cash Market | BUY
(ADD'L) | 2020-07-02 | $15,001 - $50,000 | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #3 (H) | ISHARES MSCI USA QUALITY FACTOR ETF | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY | 2020-06-15 | $15,000 or less | |
2020 | Amy C. Barrett | BROKERAGE ACCOUNT #2 (H) | VANGUARD SHORT-TERM BOND INDEX FUND ETF | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY | 2020-06-04 | $15,001 - $50,000 | |
2020 | Amy C. Barrett | IRA #3 (H) | DWS RREEF REAL ASSETS FUND CLASS S | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | BUY | 2020-11-12 | $15,000 or less | |
2020 | Stephen G. Breyer | TIAA/CREF | TIAA/CREF - CREF INF-LINKED BOND R3 | $15,001 - $50,000 | INT./DIV. | $250,001 - $500,000 | Cash Market | | | | |
2020 | Stephen G. Breyer | TIAA/CREF RETIREMENT ACCOUNTS | EATON VANCE LARGE CAP VALUE FUND - I | $5,001 - $15,000 | DIVIDEND | $250,001 - $500,000 | Cash Market | | | | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | JP MORGAN EQUITY INCOME | $2,501 - $5,000 | DIVIDEND | $100,001 - $250,000 | Cash Market | | | | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | MS ST REF SER A 5%, 10/1/26 | $1,001 - $2,500 | INTEREST | $15,001 - $50,000 | Cash Market | BUY | 2019-01-28 | $15,001 - $50,000 | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | ISHARES TR CORE MSCI EAFE | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | BUY
(ADD'L) | 2019-05-06 | $15,000 or less | |
2019 | Neil M. Gorsuch | IRA ACCT #1 (H) | ISHARES TRUST CORE MSCI EAFE ETF | $5,001 - $15,000 | DIVIDEND | $100,001 - $250,000 | Cash Market | | | | |
2019 | Neil M. Gorsuch | SEP IRA ACCT #1 (H) | ISHARES TR BARCLAYS 7 10 YR | $1,000 or less | DIVIDEND | | | BUY | 2019-02-11 | $15,000 or less | |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | USAA TAX EXEMPT MONEY MARKET | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | BUY
(ADD'L) | 2019-04-15 | $15,000 or less | |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #1 (H) | USAA 500 INDEX FD REWARD SHARES | $5,001 - $15,000 | DIVIDEND | | | SOLD | 2020-09-08 | $500,001 - $1,000,000 | $100,001 - $1,000,000 |
2020 | Neil M. Gorsuch | IRA ACCT #1 (H) | ISHARES CORE U.S. AGGREGATE BOND ETF | $1,001 - $2,500 | DIVIDEND | $100,001 - $250,000 | Cash Market | BUY
(ADD'L) | 2020-11-18 | $15,000 or less | |
2020 | Neil M. Gorsuch | IRA ACCT #2 (H) | ISHARES TR JP MOR EM MK ETF | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | SOLD
(PART) | 2020-07-22 | $15,000 or less | $1,000 or less |
2020 | Neil M. Gorsuch | SEP IRA ACCT #1 (H) | ISHARES CORE S&P 500 ETF (SEE PART VIII) | $1,000 or less | DIVIDEND | | | BUY
(ADD'L) | 2020-03-11 | $15,000 or less | |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | ALABAMA ST PUB SCH & COLLEGE AUTH CAP 5% 1/1/27 IMPT REF BDS | $1,001 - $2,500 | INTEREST | $50,001 - $100,000 | Cash Market | | | | |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | SCHWAB GOVT MONEY MARKET FUND | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY
(ADD'L) | 2020-08-04 | $15,000 or less | |
2019 | Elena Kagan | BROKERAGE ACCT #4 (H) | CHARLES SCHWAB MONEY MARKET FUND ACCOUNT | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | DISTRIBUTED
(PART) | 2019-06-11 | $15,000 or less | |
2019 | John G. Roberts, Jr. | BROKERAGE ACCT #4 (H) | WELLS FARGO BANK ACCOUNTS | $1,000 or less | INTEREST | $100,001 - $250,000 | Cash Market | | | | |
2019 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | TWEEDY BROWNE GLOBAL VALUE FUND TBGVX | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | BUY
(ADD'L) | 2019-02-15 | $15,000 or less | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | FIRST EAGLE GLOBAL SGIIX | $5,001 - $15,000 | DIVIDEND | $250,001 - $500,000 | Cash Market | BUY
(ADD'L) | 2020-02-18 | $50,001 - $100,000 | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | T ROWE PRICE SHORT-TERM BOND PRWBX | $2,501 - $5,000 | DIVIDEND | $100,001 - $250,000 | Cash Market | BUY
(ADD'L) | 2020-02-18 | $15,000 or less | |
2020 | John G. Roberts, Jr. | TRUST #1 (H) (X) (SEE PART VIII.) | ACCENTURE PLC IRELAND CL A (COMMON) ACN (X) | $1,000 or less | DIVIDEND | | | SOLD | 2020-02-14 | $15,000 or less | $1,000 or less |
2020 | John G. Roberts, Jr. | TRUST #1 (H) (X) (SEE PART VIII.) | 3M COMPANY (COMMON) MMM (X) | $1,000 or less | DIVIDEND | | | SOLD | 2020-02-14 | $15,000 or less | |
2019 | Sonia Sotomayor | | MORGAN STANLEY BANK, NA (IRA) | $1,000 or less | INTEREST | $15,001 - $50,000 | Cash Market | | | | |
2020 | Sonia Sotomayor | MORGAN STANLEY DOMESTIC HOLDINGS, INC. (H) | ISHARES IBOXX HY COR BD ETF (HYG) | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY | 2020-04-08 | $15,001 - $50,000 | |
2020 | Clarence Thomas | VANGUARD IRA (H) | VANGUARD 500 INDEX ADMIRAL CL VFIAX | $2,501 - $5,000 | DIVIDEND | $250,001 - $500,000 | Cash Market | | | | |
2019 | Stephen G. Breyer | TIAA/CREF RETIREMENT ACCOUNTS | PEARSON PLC ORD. STOCK | $5,001 - $15,000 | INT/DIV | $100,001 - $250,000 | Cash Market | SOLD (PART) | 2019-05-23 | $50,001 - $100,000 | $50,001 - $100,000 |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #2 (H) | SPDR S&P DIVIDEND ETF | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #3 (H) | VANGUARD GROWTH ETF | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | BUY
(ADD'L) | 2019-03-01 | $15,000 or less | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #1 (H) | BLACK HILLS CORP | $1,001 - $2,500 | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #2 (H) | AMERICAN NEW WORLD CL F3 | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY
(ADD'L) | 2020-03-26 | $15,000 or less | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #3 (H) | ISHARES MSCI USA QUALITY FACTOR ETF | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY
(ADD'L) | 2020-06-30 | $15,000 or less | |
2020 | Amy C. Barrett | BROKERAGE ACCOUNT #2 (H) | VANGUARD REIT INDEX FUND ADM (SPECIALIZED PORTFOLIO) | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2020 | Amy C. Barrett | IRA #3 (H) | FIDELITY ADV INTERNATIONAL GROWTH | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2020 | Stephen G. Breyer | TIAA/CREF | TIAA/CREF - CREF STOCK R1 | $15,001 - $50,000 | INT./DIV. | $100,001 - $250,000 | Cash Market | | | | |
2020 | Stephen G. Breyer | TIAA/CREF RETIREMENT ACCOUNTS | EATON VANCE TAX M S/C | $1,000 or less | DIVIDEND | $50,001 - $100,000 | Cash Market | | | | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | JP MORGAN MARKET EXPANSION | $2,501 - $5,000 | DIVIDEND | $100,001 - $250,000 | Cash Market | | | | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | DIST OF COLUMBIA, 5%, 6/1/27 | $1,001 - $2,500 | INTEREST | $50,001 - $100,000 | Cash Market | | | | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | ISHARES TR CORE MSCI EAFE | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | BUY
(ADD'L) | 2019-05-07 | $15,000 or less | |
2019 | Neil M. Gorsuch | IRA ACCT #1 (H) | ISHARES INC CORE MSCI EMERGING MKTS ETF | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2019 | Neil M. Gorsuch | SEP IRA ACCT #1 (H) | ISHARES TR BARCLAYS 7 10 YR | $1,000 or less | DIVIDEND | | | SOLD | 2019-12-05 | $15,000 or less | $1,000 or less |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | USAA TAX EXEMPT MONEY MARKET | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | BUY
(ADD'L) | 2019-06-03 | $15,000 or less | |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #1 (H) | USAA SMALL CAP STOCK FD | | NONE | | | SOLD | 2020-10-15 | $250,001 - $500,000 | $15,001 - $50,000 |
2020 | Neil M. Gorsuch | IRA ACCT #1 (H) | SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | $2,501 - $5,000 | DIVIDEND | $100,001 - $250,000 | Cash Market | BUY
(ADD'L) | 2020-11-18 | $15,000 or less | |
2020 | Neil M. Gorsuch | IRA ACCT #2 (H) | ISHARES TR JP MOR EM MK ETF | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | BUY
(ADD'L) | 2020-12-16 | $15,000 or less | |
2020 | Neil M. Gorsuch | SEP IRA ACCT #1 (H) | ISHARES CORE S&P 500 ETF (SEE PART VIII) | $1,000 or less | DIVIDEND | | | SOLD
(PART) | 2020-05-05 | $15,000 or less | |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | WASHINGTON MULTNOMAH & YAMHILL CONTYS ORE 5% 6/15/33 SCH DIST | $1,001 - $2,500 | INTEREST | $50,001 - $100,000 | Cash Market | | | | |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | SCHWAB GOVT MONEY MARKET FUND | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY
(ADD'L) | 2020-09-02 | $15,000 or less | |
2019 | Elena Kagan | BROKERAGE ACCT #4 (H) | WASHINGTON, DC - RENTAL PROPERTY | $1,001 - $2,500 | RENT | $15,001 - $50,000 | Estimated | | | | |
2019 | John G. Roberts, Jr. | BROKERAGE ACCT #4 (H) | 1/8 INT. COTTAGE, KNOCKLONG, COUNTY LIMERICK, IRELAND | $1,000 or less | RENT | $15,001 - $50,000 | Estimated | | | | |
2019 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | VANGUARD DIV. GROWTH FD INVESTOR SHARES VDIGX | $15,001 - $50,000 | DIVIDEND | $1,000,001 - $5,000,000 | Cash Market | BUY
(ADD'L) | 2019-01-10 | $100,001 - $250,000 | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | FIRST EAGLE GLOBAL SGIIX | $5,001 - $15,000 | DIVIDEND | $250,001 - $500,000 | Cash Market | BUY
(ADD'L) | 2020-06-26 | $15,000 or less | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | T ROWE PRICE SHORT-TERM BOND PRWBX | $2,501 - $5,000 | DIVIDEND | $100,001 - $250,000 | Cash Market | SOLD
(PART) | 2020-03-18 | $15,001 - $50,000 | |
2020 | John G. Roberts, Jr. | TRUST #1 (H) (X) (SEE PART VIII.) | ASTRAZENECA PLC SPONSORED ADR (COMMON) AZN (X) | | NONE | | | SOLD | 2020-02-14 | $15,000 or less | |
2020 | John G. Roberts, Jr. | TRUST #1 (H) (X) (SEE PART VIII.) | UNITED HEALTH GROUP INC. (COMMON) UNH (X) | | NONE | | | SOLD | 2020-02-14 | $15,001 - $50,000 | $1,000 or less |
2019 | Sonia Sotomayor | MORGAN STANLEY DOMESTIC HOLDINGS, INC. (IRA) (H) | PIMCO UNCONSTRAINED BDA (IRA) | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | | | | |
2020 | Sonia Sotomayor | MORGAN STANLEY DOMESTIC HOLDINGS, INC. (H) | ISHARES RUSSELL 2000 VALUE ETF | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | BUY | 2020-05-20 | $15,000 or less | |
2020 | Clarence Thomas | VANGUARD IRA (H) | VANGUARD TOTAL INTL STOCK INDEX ADMIRAL CL (VTIAX) | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2019 | Stephen G. Breyer | TIAA/CREF RETIREMENT ACCOUNTS | PEARSON PLC ORD. STOCK | | | | | SOLD (PART) | 2019-11-07 | $15,001 - $50,000 | $15,001 - $50,000 |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #2 (H) | VANGUARD HIGH DIV YIELD ETF | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | SOLD
(PART) | 2019-11-26 | $15,000 or less | $1,000 or less |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #3 (H) | VANGUARD GROWTH ETF | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | SOLD
(PART) | 2019-12-26 | $15,000 or less | $1,001 - $2,500 |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #1 (H) | BOEING CO | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | SOLD
(PART) | 2020-01-10 | $15,001 - $50,000 | $5,001 - $15,000 |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #2 (H) | AMERICAN NEW WORLD CL F3 | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | SOLD
(PART) | 2020-07-02 | $15,001 - $50,000 | $2,501 - $5,000 |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #3 (H) | ISHARES CORE DIVIDEND GROWTH ETF | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY
(ADD'L) | 2020-04-16 | $15,000 or less | |
2020 | Amy C. Barrett | BROKERAGE ACCOUNT #2 (H) | VANGUARD TOTAL INTERNATIONAL BOND INDEX FUND ETF | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY | 2020-06-04 | $15,001 - $50,000 | |
2020 | Amy C. Barrett | IRA #3 (H) | FPA NEW INCOME INC. | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | BUY
(ADD'L) | 2020-11-12 | $15,000 or less | |
2020 | Stephen G. Breyer | TRUST | TAI SHAN FUND | $15,001 - $50,000 | INT./DIV. | $100,001 - $250,000 | Cash Market | | | | |
2020 | Stephen G. Breyer | TIAA/CREF RETIREMENT ACCOUNTS | EATON VANCE ATLANTA SM CP-I | $5,001 - $15,000 | DIVIDEND | $100,001 - $250,000 | Cash Market | | | | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | JP MORGAN INVESTMENT CASH | $1,000 or less | INTEREST | $15,001 - $50,000 | Cash Market | | | | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | PA ST UNIV SER B 5.25%,8/15/2027 | $1,001 - $2,500 | INTEREST | $15,001 - $50,000 | Cash Market | | | | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | ISHARES TR MSCI EMERGING MKTS | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY | 2019-04-22 | $15,001 - $50,000 | |
2019 | Neil M. Gorsuch | IRA ACCT #1 (H) | SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $1,000 or less | DIVIDEND | | | SOLD | 2019-04-11 | $15,000 or less | $1,000 or less |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | USAA MONEY MKT FD (Y) | | | | | | | | |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #1 (H) | USAA VALUE FD | | NONE | | | SOLD | 2020-10-15 | $100,001 - $250,000 | |
2020 | Neil M. Gorsuch | IRA ACCT #1 (H) | SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | $2,501 - $5,000 | DIVIDEND | $100,001 - $250,000 | Cash Market | SOLD
(PART) | 2020-03-11 | $15,000 or less | $1,000 or less |
2020 | Neil M. Gorsuch | IRA ACCT #2 (H) | ISHARES TR JP MOR EM MK ETF | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | BUY
(ADD'L) | 2020-11-18 | $15,000 or less | |
2020 | Neil M. Gorsuch | SEP IRA ACCT #1 (H) | ISHARES CORE S&P 500 ETF (SEE PART VIII) | $1,000 or less | DIVIDEND | | | BUY
(ADD'L) | 2020-03-26 | $15,000 or less | |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | DE KALB CNTY GA WTR & SEW REV WTR 5.25% 10/1/32 REF BDS | $1,001 - $2,500 | INTEREST | $50,001 - $100,000 | Cash Market | | | | |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | SCHWAB GOVT MONEY MARKET FUND | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | SOLD
(PART) | 2020-08-19 | $15,001 - $50,000 | |
2019 | Elena Kagan | BROKERAGE ACCT #4 (H) | SCHWAB S&P 500 INDEX FUND | $5,001 - $15,000 | DIVIDEND | $250,001 - $500,000 | Cash Market | | | | |
2019 | John G. Roberts, Jr. | BROKERAGE ACCT #4 (H) | CAPITAL ONE, INC. BANK ACCOUNTS | $1,001 - $2,500 | INTEREST | $1,000,001 - $5,000,000 | Cash Market | | | | |
2019 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | T ROWE PRICE SHORT-TERM BOND PRWBX | $2,501 - $5,000 | DIVIDEND | $100,001 - $250,000 | Cash Market | BUY
(ADD'L) | 2019-04-12 | $15,000 or less | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | FIRST EAGLE GLOBAL SGIIX | $5,001 - $15,000 | DIVIDEND | $250,001 - $500,000 | Cash Market | BUY
(ADD'L) | 2020-03-18 | $15,000 or less | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | T ROWE PRICE SHORT-TERM BOND PRWBX | $2,501 - $5,000 | DIVIDEND | $100,001 - $250,000 | Cash Market | SOLD
(PART) | 2020-02-18 | $15,000 or less | $1,000 or less |
2020 | John G. Roberts, Jr. | TRUST #1 (H) (X) (SEE PART VIII.) | ALTRIA GROUP INC. (COMMON) MO (X) | $1,000 or less | DIVIDEND | | | SOLD | 2020-02-14 | $15,000 or less | |
2020 | John G. Roberts, Jr. | TRUST #1 (H) (X) (SEE PART VIII.) | TOTAL S A SPON ADR (COMMON) TOT (X) | $1,000 or less | DIVIDEND | | | SOLD | 2020-02-14 | $15,000 or less | |
2019 | Sonia Sotomayor | MORGAN STANLEY DOMESTIC HOLDINGS, INC. (IRA) (H) | BLACKROCK GLB ALLOCATION FD CLASS A (IRA) | $1,000 or less | DIVIDEND | $50,001 - $100,000 | Cash Market | | | | |
2020 | Sonia Sotomayor | MORGAN STANLEY DOMESTIC HOLDINGS, INC. (H) | ISHARES RUSSELL 2000 GROWTH ETF | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | BUY | 2020-03-18 | $15,000 or less | |
2020 | Clarence Thomas | VANGUARD IRA (H) | VANGUARD SMALL CAP VALUE INDEX ADMIRAL CL (VSIAX) | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | | | | |
2019 | Stephen G. Breyer | TIAA/CREF RETIREMENT ACCOUNTS | PEARSON PLC ORD. STOCK | | | | | SOLD (PART) | 2019-09-10 | $15,001 - $50,000 | $15,001 - $50,000 |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #2 (H) | VANGUARD MID CAP GROWTH ETF | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #3 (H) | VANGUARD VALUE ETF | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | SOLD
(PART) | 2019-12-26 | $15,000 or less | $1,001 - $2,500 |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #1 (H) | CARRIER GLOBAL CORP | | NONE | | | SPINOFF
(FROM LINE 57) | 2020-04-03 | $15,000 or less | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #2 (H) | DIMENSIONAL DFA INT'L VALUE FUND | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY
(ADD'L) | 2020-03-26 | $15,000 or less | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #3 (H) | VANGUARD FTSE DEVELOPED MARKETS ETF | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | SOLD
(PART) | 2020-06-15 | $15,000 or less | |
2020 | Amy C. Barrett | BROKERAGE ACCOUNT #2 (H) | VANGUARD VALUE INDEX FUND ETF | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY | 2020-06-04 | $15,001 - $50,000 | |
2020 | Amy C. Barrett | IRA #3 (H) | HOTCHKIS AND WILEY LARGE-CAP VALUE FUND CLASS I | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | BUY
(ADD'L) | 2020-03-23 | $15,000 or less | |
2020 | Stephen G. Breyer | TRUST | VANGUARD WINDSOR FUND | $5,001 - $15,000 | DIVIDEND | $50,001 - $100,000 | Cash Market | | | | |
2020 | Stephen G. Breyer | TIAA/CREF RETIREMENT ACCOUNTS | DFCI RETIREMENT PLAN (401A) (FIDELITY INVESTMENTS) - NO CONTROL | $1,001 - $2,500 | INT./DIV. | $15,001 - $50,000 | Cash Market | | | | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | JP MORGAN TAX AWARE EQUITY | $2,501 - $5,000 | DIVIDEND | $250,001 - $500,000 | Cash Market | | | | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | IN ST FIN AUTH REV SER A GREEN 5%, 2/1/2028 | $1,001 - $2,500 | INTEREST | $15,001 - $50,000 | Cash Market | | | | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | ISHARES TR MSCI EMERGING MKTS | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | SOLD
(PART) | 2019-05-22 | $15,001 - $50,000 | $1,000 or less |
2019 | Neil M. Gorsuch | IRA ACCT #1 (H) | ISHARES CORE U.S. AGGREGATE BOND ETF | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | SOLD
(PART) | 2019-10-15 | $15,000 or less | $1,000 or less |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | SPDR SER TR NUVEEN BLMBRG SR | $1,000 or less | DIVIDEND | | | SOLD
(PART) | 2019-03-08 | $15,001 - $50,000 | $1,000 or less |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | USAA TAX EXEMPT MONEY MARKET | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | BUY
(ADD'L) | 2019-06-17 | $15,000 or less | |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #1 (H) | USAA 500 INDEX MEMBER SHARES | $15,001 - $50,000 | DIVIDEND | $500,001 - $1,000,000 | Cash Market | BUY | 2020-09-08 | $500,001 - $1,000,000 | |
2020 | Neil M. Gorsuch | IRA ACCT #1 (H) | ISHARES TR BARCLAYS 7 10 YR | $1,000 or less | DIVIDEND | | | BUY | 2020-02-11 | $15,000 or less | |
2020 | Neil M. Gorsuch | IRA ACCT #2 (H) | ISHARES TR IBOXX HI YD ETF | $1,000 or less | DIVIDEND | | | SOLD | 2020-03-02 | $15,000 or less | $1,000 or less |
2020 | Neil M. Gorsuch | SEP IRA ACCT #1 (H) | ISHARES CORE S&P 500 ETF (SEE PART VIII) | $1,000 or less | DIVIDEND | | | BUY
(ADD'L) | 2020-07-22 | $15,000 or less | |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | MARICPOA CNTY ARIZ UNI SCH DIST 48 4% 7/1/31 SCOTTSDALE REF BDS | $1,001 - $2,500 | INTEREST | $50,001 - $100,000 | Cash Market | | | | |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | SCHWAB GOVT MONEY MARKET FUND | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | SOLD
(PART) | 2020-10-01 | $15,000 or less | |
2019 | Elena Kagan | BROKERAGE ACCT #4 (H) | CITIBANK CASH ACCOUNT | $1,000 or less | INTEREST | $100,001 - $250,000 | Cash Market | | | | |
2019 | John G. Roberts, Jr. | BROKERAGE ACCT #4 (H) | MY529 EQUITY - 10% INT'L | $5,001 - $15,000 | DIVIDEND | $250,001 - $500,000 | Cash Market | | | | |
2019 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | GATEWAY FUND GTEYX | $1,001 - $2,500 | DIVIDEND | $100,001 - $250,000 | Cash Market | BUY
(ADD'L) | 2019-01-15 | $15,000 or less | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | FIRST EAGLE GLOBAL SGIIX | $5,001 - $15,000 | DIVIDEND | $250,001 - $500,000 | Cash Market | BUY
(ADD'L) | 2020-12-24 | $15,000 or less | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | VANGUARD DIV. GROWTH FD INVESTOR SHARES VDIGX | $15,001 - $50,000 | DIVIDEND | $1,000,001 - $5,000,000 | Cash Market | | | | |
2020 | John G. Roberts, Jr. | TRUST #1 (H) (X) (SEE PART VIII.) | BAXTER INTL INC. (COMMON) BAX (X) | $1,000 or less | DIVIDEND | | | SOLD | 2020-02-14 | $15,000 or less | $1,000 or less |
2020 | John G. Roberts, Jr. | TRUST #1 (H) (X) (SEE PART VIII.) | VANGARD PRIME MONEY MARKET INVESTOR CL VMMXX (X) | $1,000 or less | DIVIDEND | | | SOLD | 2020-02-14 | $15,001 - $50,000 | |
2019 | Sonia Sotomayor | MORGAN STANLEY DOMESTIC HOLDINGS, INC. (IRA) (H) | RENTAL PROPERTY #1, NEW YORK, NY APPRAISED 2012 | $5,001 - $15,000 | RENT | $1,000,001 - $5,000,000 | Appraisal | | | | |
2020 | Sonia Sotomayor | MORGAN STANLEY DOMESTIC HOLDINGS, INC. (H) | ISHARES RUSSELL MIDCAP V ETF | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | BUY | 2020-03-18 | $15,000 or less | |
2020 | Clarence Thomas | VANGUARD IRA (H) | VANGUARD VALUE INDEX ADMIRAL CL | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | | | | |
2019 | Stephen G. Breyer | TIAA/CREF RETIREMENT ACCOUNTS | RENTAL PROPERTY - NEVIS WEST INDIES | $15,001 - $50,000 | RENT | $250,001 - $500,000 | Estimated | | | | |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #2 (H) | AMERICAN NEW WORLD CL F3 | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #3 (H) | WISDOMTREE LARGE CAP DIVIDEND FD ETF | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #1 (H) | CARRIER GLOBAL CORP | | NONE | | | SOLD | 2020-04-24 | $15,000 or less | $1,000 or less |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #2 (H) | FIDELITY: ADVISOR INTER MUN INCM FD Z | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | SOLD
(PART) | 2020-03-26 | $15,000 or less | $1,000 or less |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #3 (H) | VANGUARD FTSE ALL WORLD EX-US INDEX FUND | $1,000 or less | DIVIDEND | | | SOLD
(PART) | 2020-04-14 | $15,000 or less | |
2020 | Amy C. Barrett | BROKERAGE ACCOUNT #2 (H) | PIMCO SHORT-TERM FUND CLASS 1-2 | $1,000 or less | DIVIDEND | | | SOLD | 2020-06-04 | $15,000 or less | |
2020 | Amy C. Barrett | IRA #3 (H) | HOTCHKIS AND WILEY LARGE-CAP VALUE FUND CLASS I | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | SOLD
(PART) | 2020-11-12 | $15,000 or less | $1,000 or less |
2020 | Stephen G. Breyer | TRUST | AUTOMATIC DATA PROCESSING INC COMMON STOCK | $2,501 - $5,000 | DIVIDEND | $100,001 - $250,000 | Cash Market | | | | |
2020 | Stephen G. Breyer | TIAA/CREF RETIREMENT ACCOUNTS | VANGUARD INT - TERM CORPORATE | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | | | | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | JP MORGAN STRATEGIC INCOME OPPORTUNITY | $5,001 - $15,000 | DIVIDEND | $100,001 - $250,000 | Cash Market | SOLD
(PART) | 2019-12-24 | $50,001 - $100,000 | $1,000 or less |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | MD ST DEPT TRANS, 5%, 5/1/2028 | $1,001 - $2,500 | INTEREST | $50,001 - $100,000 | Cash Market | | | | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | ISHARES TR MSCI EMERGING MKTS | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY
(ADD'L) | 2019-09-04 | $15,000 or less | |
2019 | Neil M. Gorsuch | IRA ACCT #1 (H) | SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | $5,001 - $15,000 | DIVIDEND | $100,001 - $250,000 | Cash Market | BUY
(ADD'L) | 2019-06-28 | $15,000 or less | |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | SPDR SER TR NUVEEN BLMBRG SR | $1,000 or less | DIVIDEND | | | SOLD | 2019-03-25 | $15,001 - $50,000 | $1,000 or less |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | USAA TAX EXEMPT MONEY MARKET | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | BUY
(ADD'L) | 2019-07-01 | $15,000 or less | |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #1 (H) | SCHWAB US SMALL CAP ETF | $1,001 - $2,500 | DIVIDEND | $250,001 - $500,000 | Cash Market | BUY | 2020-10-19 | $250,001 - $500,000 | |
2020 | Neil M. Gorsuch | IRA ACCT #1 (H) | VANECK VECTORS ETF FALLEN ANGEL HIGH YIELD BOND ETF | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY | 2020-03-02 | $15,000 or less | |
2020 | Neil M. Gorsuch | IRA ACCT #2 (H) | ISHARES TRUST CORE MSCI EAFE ETF | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | SOLD
(PART) | 2020-04-07 | $15,000 or less | |
2020 | Neil M. Gorsuch | SEP IRA ACCT #1 (H) | ISHARES CORE S&P MID-CAP ETF (SEE PART VIII) | $1,000 or less | DIVIDEND | | | BUY
(ADD'L) | 2020-03-20 | $15,000 or less | |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | CECIL CNTY MD CONS PUB IMPT REF BDS 5% 8/1/28 SER 2017 | $2,501 - $5,000 | INTEREST | $50,001 - $100,000 | Cash Market | | | | |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | SCHWAB GOVT MONEY MARKET FUND | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | SOLD
(PART) | 2020-10-28 | $15,000 or less | |
2020 | Elena Kagan | BROKERAGE ACCT #4 (H) | VANGUARD TOTAL STOCK MKT INDEX ADM | $5,001 - $15,000 | DIVIDEND | $250,001 - $500,000 | Cash Market | | | | |
2019 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | EATON VANCE SER II INCOME FUND BOSTON CL 1 EIBIX | $2,501 - $5,000 | DIVIDEND | $50,001 - $100,000 | Cash Market | BUY
(ADD'L) | 2019-04-12 | $15,000 or less | |
2019 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | GOLDMAN FINL SQ TREAS MONEY MARKET FUND FTIXX | $1,001 - $2,500 | DIVIDEND | $15,001 - $50,000 | Cash Market | SOLD
(PART) | 2019-01-11 | $15,000 or less | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | T. ROWE PRICE BLUE CHIP GROWTH TRBCX | $5,001 - $15,000 | DIVIDEND | $250,001 - $500,000 | Cash Market | BUY
(ADD'L) | 2020-02-18 | $15,000 or less | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | GATEWAY FUND GTEYX | $1,001 - $2,500 | DIVIDEND | $100,001 - $250,000 | Cash Market | BUY
(ADD'L) | 2020-08-27 | $15,000 or less | |
2020 | John G. Roberts, Jr. | TRUST #1 (H) (X) (SEE PART VIII.) | CHEVRON CORP. (COMMON) CVX (X) | $1,000 or less | DIVIDEND | | | SOLD | 2020-02-14 | $15,000 or less | |
2020 | John G. Roberts, Jr. | TRUST #1 (H) (X) (SEE PART VIII.) | WALMART INC. (COMMON) WMT (X) | $1,000 or less | DIVIDEND | | | SOLD | 2020-02-14 | $15,000 or less | |
2019 | Sonia Sotomayor | MORGAN STANLEY DOMESTIC HOLDINGS, INC. (H) | ISHARES CORE MSCI EMERGING | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2020 | Sonia Sotomayor | MORGAN STANLEY DOMESTIC HOLDINGS, INC. (H) | SPDR NUVEEN BBG BAR SHRT TERM | $1,000 or less | DIVIDEND | $50,001 - $100,000 | Cash Market | | | | |
2020 | Clarence Thomas | VANGUARD IRA (H) | CENTERSTATE BANK WINTER HAVEN FL CD FDIC#33555 CPN 1.000% DUE 3/31/25 | $1,000 or less | INTEREST | $50,001 - $100,000 | Cash Market | BUY | 2020-03-30 | $50,001 - $100,000 | |
2019 | Stephen G. Breyer | TIAA/CREF RETIREMENT ACCOUNTS | PACCAR INC - COMMON STOCK | $1,001 - $2,500 | INT/DIV | $15,001 - $50,000 | Cash Market | | | | |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #2 (H) | DIMENSIONAL DFA INT'L VALUE FUND | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #3 (H) | VANGUARD INT'L VALU FD | | NONE | | | SOLD | 2019-03-01 | $15,001 - $50,000 | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #1 (H) | CATERPILLAR INC | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #2 (H) | FIDELITY: ADVISOR INTER MUN INCM FD Z | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | BUY
(ADD'L) | 2020-07-06 | $15,000 or less | |
2020 | Amy C. Barrett | BROKERAGE ACCOUNT #2 (H) | AMG YACKTMAN FUND SERVICE CLASS | | NONE | | | SOLD | 2020-06-03 | $15,001 - $50,000 | |
2020 | Amy C. Barrett | IRA #3 (H) | INVESCO GROWTH SER. INV. CONV. SEC. FUND Y | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2020 | Stephen G. Breyer | TRUST | CINTAS CORP. COMMON STOCK | $1,001 - $2,500 | DIVIDEND | $100,001 - $250,000 | Cash Market | | | | |
2020 | Stephen G. Breyer | TIAA/CREF RETIREMENT ACCOUNTS | TOPGOLF INTERNATIONAL, INC. | | NONE | $50,001 - $100,000 | Estimated | | | | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | JP MORGAN INTREPID EUROPEAN FUND | $2,501 - $5,000 | DIVIDEND | $50,001 - $100,000 | Cash Market | SOLD
(PART) | 2019-06-06 | $15,001 - $50,000 | $1,000 or less |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | ISHARES TR MSCI EMERGING MKTS | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY
(ADD'L) | 2019-07-01 | $15,000 or less | |
2019 | Neil M. Gorsuch | IRA ACCT #1 (H) | SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | $5,001 - $15,000 | DIVIDEND | $100,001 - $250,000 | Cash Market | SOLD
(PART) | 2019-01-11 | $15,000 or less | |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | SPDR SER TR NUVEEN BLMBRG SR | $1,000 or less | DIVIDEND | | | SOLD
(PART) | 2019-03-11 | $15,000 or less | $1,000 or less |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | USAA TAX EXEMPT MONEY MARKET | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | SOLD
(PART) | 2019-06-25 | $15,000 or less | |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #1 (H) | ISHARES CORE S&P 500 ETF | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY | 2020-10-19 | $15,001 - $50,000 | |
2020 | Neil M. Gorsuch | IRA ACCT #1 (H) | ISHARES TR BARCLAYS 7 10 YR | $1,000 or less | DIVIDEND | | | SOLD | 2020-03-20 | $15,000 or less | $1,000 or less |
2020 | Neil M. Gorsuch | IRA ACCT #2 (H) | ISHARES TRUST CORE MSCI EAFE ETF | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY
(ADD'L) | 2020-03-11 | $15,000 or less | |
2020 | Neil M. Gorsuch | SEP IRA ACCT #1 (H) | ISHARES CORE S&P 500 ETF (SEE PART VIII) | $1,000 or less | DIVIDEND | | | MERGED
(WITH LINE 28) | 2020-08-13 | $15,001 - $50,000 | |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | WASHINGTON ST VAR PURP GO REF BDS SER 5% 7/1/29 R-2015E | $1,001 - $2,500 | INTEREST | $50,001 - $100,000 | Cash Market | | | | |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | SCHWAB GOVT MONEY MARKET FUND | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY
(ADD'L) | 2020-10-02 | $15,000 or less | |
2020 | Elena Kagan | BROKERAGE ACCT #4 (H) | JUSTICE FEDERAL CREDIT UNION CASH ACCOUNT | $1,000 or less | INTEREST | $50,001 - $100,000 | Cash Market | | | | |
2019 | John G. Roberts, Jr. | BROKERAGE ACCT #4 (H) | MY529 AGE-BASED MODERATE | $2,501 - $5,000 | DIVIDEND | $100,001 - $250,000 | Cash Market | | | | |
2019 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | GATEWAY FUND GTEYX | $1,001 - $2,500 | DIVIDEND | $100,001 - $250,000 | Cash Market | BUY
(ADD'L) | 2019-02-15 | $15,000 or less | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | T. ROWE PRICE REAL ESTATE TRREX | | NONE | | | SOLD | 2020-02-18 | $50,001 - $100,000 | $5,001 - $15,000 |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | GATEWAY FUND GTEYX | $1,001 - $2,500 | DIVIDEND | $100,001 - $250,000 | Cash Market | BUY
(ADD'L) | 2020-01-27 | $15,000 or less | |
2020 | John G. Roberts, Jr. | TRUST #1 (H) (X) (SEE PART VIII.) | BRISTOL MYERS SQUIBB COMPANY (COMMON) BMY (X) | $1,000 or less | DIVIDEND | | | SOLD | 2020-02-14 | $15,000 or less | $1,000 or less |
2020 | John G. Roberts, Jr. | TRUST #1 (H) (X) (SEE PART VIII.) | VERIZON COMMUNICATIONS INC. (COMMON) VZ (X) | $1,000 or less | DIVIDEND | | | SOLD | 2020-02-14 | $15,000 or less | |
2019 | Sonia Sotomayor | MORGAN STANLEY DOMESTIC HOLDINGS, INC. (H) | ISHARES CORE MSCI EAFE ETF | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | | | | |
2020 | Sonia Sotomayor | MORGAN STANLEY DOMESTIC HOLDINGS, INC. (H) | PIMCO ENHANCED SHRT MTRT EXC | $1,000 or less | DIVIDEND | $50,001 - $100,000 | Cash Market | | | | |
2020 | Clarence Thomas | VANGUARD IRA (H) | SAFRA NATL BANK OF NY NEW YORK NY CD FDIC #26876 IAM INSTL CPN 2.500 | $1,001 - $2,500 | INTEREST | | | SOLD | 2020-03-20 | $50,001 - $100,000 | |
2019 | Stephen G. Breyer | TIAA/CREF RETIREMENT ACCOUNTS | LAND IN PLAINFIELD, NH | | NONE | $250,001 - $500,000 | Estimated | | | | |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #2 (H) | FIDELITY: ADVISOR INTER MUN INCM FD Z | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | | | | |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #3 (H) | WCM FOCUSED INT'L GROWTH | $1,000 or less | DIVIDEND | $15,001 - $50,000 | | BUY | 2019-03-01 | $15,000 or less | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #1 (H) | CDK GLOBAL INC | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #2 (H) | JP MORGAN FED MONEY MARKET | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #3 (H) | VANGUARD FTSE ALL WORLD EX-US INDEX FUND | $1,000 or less | DIVIDEND | | | SOLD | 2020-06-05 | $15,001 - $50,000 | $1,000 or less |
2020 | Amy C. Barrett | BROKERAGE ACCOUNT #2 (H) | LOOMIS STRATEGIC INCOME FUND-Y | $1,000 or less | DIVIDEND | | | SOLD | 2020-06-03 | $15,000 or less | |
2020 | Amy C. Barrett | IRA #3 (H) | INVESCO OPPENHEIMER DEVELOPING MARKETS FUND Y | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2020 | Stephen G. Breyer | TRUST | SYSCO CORP. COMMON STOCK | $2,501 - $5,000 | DIVIDEND | $100,001 - $250,000 | Cash Market | | | | |
2019 | Ruth B. Ginsburg | TIAA/CREF RETIREMENT ACCOUNTS | CHECKING ACCOUNT-JP MORGAN | | NONE | $100,001 - $250,000 | Cash Market | | | | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | JP MORGAN INTREPID EUROPEAN FUND | $2,501 - $5,000 | DIVIDEND | $50,001 - $100,000 | Cash Market | SOLD
(PART) | 2019-07-01 | $15,001 - $50,000 | $1,000 or less |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | NY CITY NY MUNI WTR FINA, 5%, 6/15/28 | $1,001 - $2,500 | INTEREST | $50,001 - $100,000 | Cash Market | | | | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | ISHARES TR MSCI EMERGING MKTS | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY
(ADD'L) | 2019-09-16 | $15,000 or less | |
2019 | Neil M. Gorsuch | IRA ACCT #1 (H) | ISHARES TR BARCLAYS 7 10 YR | $1,000 or less | DIVIDEND | | | BUY | 2019-02-11 | $15,000 or less | |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | ALABAMA ST PUB SCH & COLLEGE AUTH CAP 5% 1/1/27 IMPT REF BDS | $1,001 - $2,500 | INTEREST | $50,001 - $100,000 | Cash Market | | | | |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | USAA TAX EXEMPT MONEY MARKET | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | BUY
(ADD'L) | 2019-07-15 | $15,000 or less | |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #1 (H) | SPDR PORTFOLIO DVLPD WRLD EX-US ETF | $2,501 - $5,000 | DIVIDEND | $250,001 - $500,000 | Cash Market | BUY | 2020-10-19 | $250,001 - $500,000 | |
2020 | Neil M. Gorsuch | IRA ACCT #1 (H) | VANECK VECTORS ETF FALLEN ANGEL HIGH YIELD BOND ETF | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY
(ADD'L) | 2020-11-18 | $15,000 or less | |
2020 | Neil M. Gorsuch | IRA ACCT #2 (H) | ISHARES TRUST CORE MSCI EAFE ETF | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | SOLD
(PART) | 2020-11-18 | $15,000 or less | $1,000 or less |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | BALTIMORE CNTY MD GO CONS PUB IMPT BDS 4% 3/1/34 SER 2018 | $1,001 - $2,500 | INTEREST | $50,001 - $100,000 | Cash Market | | | | |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | SCHWAB GOVT MONEY MARKET FUND | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY
(ADD'L) | 2020-10-16 | $15,000 or less | |
2020 | Elena Kagan | BROKERAGE ACCT #4 (H) | FRANKLIN TEMPLETON MUTUAL BEACON FUND | $2,501 - $5,000 | DIVIDEND | $100,001 - $250,000 | Cash Market | | | | |
2019 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | VANGUARD TARGET RETIREMENT 2020 TRUST II | | NONE | | | CLOSED | 2019-04-10 | $100,001 - $250,000 | $1,001 - $2,500 |
2019 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | VANGUARD TOTAL STK MKT INDEX FD ADM SHS VTSAX | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | BUY
(ADD'L) | 2019-01-15 | $15,000 or less | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | T. ROWE PRICE BLUE CHIP GROWTH TRBCX | $5,001 - $15,000 | DIVIDEND | $250,001 - $500,000 | Cash Market | SOLD
(PART) | 2020-02-18 | $15,000 or less | $2,501 - $5,000 |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | GATEWAY FUND GTEYX | $1,001 - $2,500 | DIVIDEND | $100,001 - $250,000 | Cash Market | BUY
(ADD'L) | 2020-02-27 | $15,000 or less | |
2020 | John G. Roberts, Jr. | TRUST #1 (H) (X) (SEE PART VIII.) | CARS.COM INC. (COMMON) CARS (X) | | NONE | | | SOLD | 2020-02-14 | $15,000 or less | |
2020 | John G. Roberts, Jr. | TRUST #1 (H) (X) (SEE PART VIII.) | WABTEC (COMMON) WAB (X) | $1,000 or less | DIVIDEND | | | SOLD | 2020-02-14 | $15,000 or less | |
2019 | Sonia Sotomayor | MORGAN STANLEY DOMESTIC HOLDINGS, INC. (H) | ISHARES CORE MSCI EAFE ETF | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | SOLD
(PART) | 2019-04-18 | $15,000 or less | $1,000 or less |
2020 | Sonia Sotomayor | MORGAN STANLEY DOMESTIC HOLDINGS, INC. (H) | PIMCO ENHANCED SHRT MTRT EXC | $1,000 or less | DIVIDEND | $50,001 - $100,000 | Cash Market | BUY
(ADD'L) | 2020-05-20 | $15,000 or less | |
2020 | Clarence Thomas | VANGUARD IRA (H) | MORGAN STANLEY BANK NA SLC, UT CD FDIC #32992 CPN 2.800% DUE 3/14/22 | $1,001 - $2,500 | INTEREST | $50,001 - $100,000 | Cash Market | | | | |
2019 | Stephen G. Breyer | TIAA/CREF RETIREMENT ACCOUNTS | LOWES COMPANIES INC - COMMON STOCK | $1,001 - $2,500 | INT/DIV | $100,001 - $250,000 | Cash Market | | | | |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #2 (H) | JP MORGAN FED MONEY MARKET | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #3 (H) | WCM FOCUSED INT'L GROWTH | $1,000 or less | DIVIDEND | $15,001 - $50,000 | | BUY
(ADD'L) | 2019-08-29 | $15,000 or less | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #1 (H) | CONOCOPHILLIPS | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | SOLD
(PART) | 2020-12-28 | $15,000 or less | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #2 (H) | MFS INTERNATIONAL EQUITY FUND | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | SOLD
(PART) | 2020-07-02 | $15,000 or less | $1,000 or less |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #3 (H) | VANGUARD MID CAP ETF | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2020 | Amy C. Barrett | BROKERAGE ACCOUNT #2 (H) | AMERICAN FUNDS NEW PERSPECTIVE FUND-F3 | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2020 | Amy C. Barrett | IRA #3 (H) | JP MORGAN HEDGED EQUITY FUND CLASS I | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | BUY | 2020-11-12 | $15,000 or less | |
2020 | Stephen G. Breyer | TRUST | VANGUARD 500 INDEX FUND | $5,001 - $15,000 | DIVIDEND | $500,001 - $1,000,000 | Cash Market | | | | |
2019 | Ruth B. Ginsburg | COLUMBIA UNIVERSITY RETIREMENT PLAN (H) | TIAA TRADITIONAL | $15,001 - $50,000 | INTEREST | $500,001 - $1,000,000 | Cash Market | DISTRIBUTED
(PART) | 2019-03-28 | $15,001 - $50,000 | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | JP MORGAN INTREPID EUROPEAN FUND | $2,501 - $5,000 | DIVIDEND | $50,001 - $100,000 | Cash Market | SOLD
(PART) | 2019-09-12 | $15,001 - $50,000 | $1,000 or less |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | NY ST DORM AUTH PERSNL INC TAX 5%, 2/15/29 | $1,001 - $2,500 | INTEREST | $15,001 - $50,000 | Cash Market | | | | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | ISHARES TR MSCI EMERGING MKTS | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY
(ADD'L) | 2019-12-18 | $15,000 or less | |
2019 | Neil M. Gorsuch | IRA ACCT #1 (H) | ISHARES TR BARCLAYS 7 10 YR | $1,000 or less | DIVIDEND | | | SOLD | 2019-12-05 | $15,000 or less | $1,000 or less |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | DE KALB CNTY GA WTR & SEW REV WTR 5.25% 10/1/32 REF BDS | $1,001 - $2,500 | INTEREST | $50,001 - $100,000 | Cash Market | | | | |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | USAA TAX EXEMPT MONEY MARKET | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | BUY
(ADD'L) | 2019-08-01 | $15,000 or less | |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #1 (H) | CHARLES SCHWAB BANK ACCOUNT | $1,000 or less | DIVIDEND | $100,001 - $250,000 | Cash Market | OPEN | 2020-09-16 | $50,001 - $100,000 | |
2020 | Neil M. Gorsuch | IRA ACCT #1 (H) | SCHWAB GOVT MONEY MARKET FUND | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY | 2020-06-22 | $15,000 or less | |
2020 | Neil M. Gorsuch | IRA ACCT #2 (H) | ISHARES INC CORE MSCI EMERGING MKTS ETF | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | BUY
(ADD'L) | 2020-09-08 | $15,000 or less | |
2020 | Neil M. Gorsuch | SEP IRA ACCT #1 (H) | ISHARES CORE S&P MID-CAP ETF (SEE PART VIII) | $1,000 or less | DIVIDEND | | | SOLD
(PART) | 2020-07-22 | $15,000 or less | |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | MARYLAND ST GO BDS STATE & LOCAL FACS 5% 6/1/26 LN SER 2016 | $2,501 - $5,000 | INTEREST | $50,001 - $100,000 | Cash Market | | | | |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | SCHWAB GOVT MONEY MARKET FUND | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY
(ADD'L) | 2020-12-02 | $15,000 or less | |
2020 | Elena Kagan | BROKERAGE ACCT #4 (H) | VANGUARD TOTAL INTL STOCK INDEX ADMIRAL | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | | | | |
2019 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | FIRST EAGLE GLOBAL SGIIX | $15,001 - $50,000 | DIVIDEND | $250,001 - $500,000 | Cash Market | BUY
(ADD'L) | 2019-01-15 | $15,000 or less | |
2019 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | GOLDMAN FINL SQ TREAS MONEY MARKET FUND FTIXX | $1,001 - $2,500 | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY
(ADD'L) | 2019-01-15 | $15,000 or less | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | T. ROWE PRICE BLUE CHIP GROWTH TRBCX | $5,001 - $15,000 | DIVIDEND | $250,001 - $500,000 | Cash Market | BUY
(ADD'L) | 2020-03-18 | $15,000 or less | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | GATEWAY FUND GTEYX | $1,001 - $2,500 | DIVIDEND | $100,001 - $250,000 | Cash Market | BUY
(ADD'L) | 2020-11-27 | $15,000 or less | |
2020 | John G. Roberts, Jr. | TRUST #1 (H) (X) (SEE PART VIII.) | CISCO SYSTEMS INC. (COMMON) CSCO (X) | $1,000 or less | DIVIDEND | | | SOLD | 2020-02-14 | $15,000 or less | |
2020 | John G. Roberts, Jr. | TRUST #1 (H) (X) (SEE PART VIII.) | WELLS FARGO & CO. (COMMON) WFC (X) | $1,000 or less | DIVIDEND | | | SOLD | 2020-02-14 | $15,000 or less | |
2019 | Sonia Sotomayor | MORGAN STANLEY DOMESTIC HOLDINGS, INC. (H) | ISHARES CORE MSCI EMERGING | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY
(ADD'L) | 2019-04-18 | $15,000 or less | |
2020 | Sonia Sotomayor | MORGAN STANLEY DOMESTIC HOLDINGS, INC. (H) | SPDR NUVEEN BBG BAR SHRT TERM | $1,000 or less | DIVIDEND | $50,001 - $100,000 | Cash Market | BUY
(ADD'L) | 2020-05-20 | $15,000 or less | |
2019 | Stephen G. Breyer | IRA ACCOUNT | DWS TOTAL RETURN BOND FUND-S | $1,000 or less | INT/DIV | $15,001 - $50,000 | Cash Market | | | | |
2019 | Stephen G. Breyer | TIAA/CREF RETIREMENT ACCOUNTS | RAYTHEON TECHNOLOGIES CORP (FKA UNITED TECHNOLOGIES CORP) | $2,501 - $5,000 | INT/DIV | $100,001 - $250,000 | Cash Market | | | | |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #2 (H) | MFS INTERNATIONAL EQUITY FUND | $1,001 - $2,500 | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #3 (H) | MINERAL INTEREST, GRADY CNTY, OK | $100,001 - $1,000,000 | RENT | $100,001 - $250,000 | Estimated | | | | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #1 (H) | CORTEVA INC | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #2 (H) | MFS MUNICIPAL HIGH INCOME R6 | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | BUY
(ADD'L) | 2020-03-26 | $15,000 or less | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #3 (H) | VANGUARD LARGE CAP ETF | $1,001 - $2,500 | DIVIDEND | $100,001 - $250,000 | Cash Market | | | | |
2020 | Amy C. Barrett | BROKERAGE ACCOUNT #2 (H) | INVESCO OPPENHEIMER DEVELOPING MARKETS FUND Y | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2020 | Amy C. Barrett | IRA #3 (H) | PRIMECAP ODYSSEY FUNDS GROWTH FUND | | NONE | | | SOLD | 2020-11-12 | $15,000 or less | $1,001 - $2,500 |
2020 | Stephen G. Breyer | TRUST | VANGUARD DIVIDEND GROWTH FUND -IV | $5,001 - $15,000 | DIVIDEND | $250,001 - $500,000 | Cash Market | | | | |
2019 | Ruth B. Ginsburg | NJ ABP PRE 1995 403(B) PLAN (H) | TIAA TRADITIONAL | $5,001 - $15,000 | INTEREST | $250,001 - $500,000 | Cash Market | DISTRIBUTED
(PART) | 2019-03-28 | $15,001 - $50,000 | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | JP MORGAN EQUITY FOCUS FUND | $2,501 - $5,000 | DIVIDEND | $250,001 - $500,000 | Cash Market | | | | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | BAIRD SHORT TERM MUNI BD FD INST | $1,000 or less | INTEREST | $15,000 or less | Cash Market | BUY | 2019-09-25 | $15,000 or less | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | ISHARES TR MSCI EMERGING MKTS | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY
(ADD'L) | 2019-12-23 | $15,000 or less | |
2019 | Neil M. Gorsuch | IRA ACCT #2 (H) | ISHARES CORE S&P 500 ETF | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | SOLD
(PART) | 2019-02-11 | $15,000 or less | |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | WASHINGTON MULTNOMAH & YAMHILL CONTYS ORE 5% 6/15/13 SCH DIST | $1,001 - $2,500 | INTEREST | $50,001 - $100,000 | Cash Market | | | | |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | USAA TAX EXEMPT MONEY MARKET | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | BUY
(ADD'L) | 2019-09-03 | $15,000 or less | |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #1 (H) | 529 PLANS - VA EDUC SAVINGS TRUST (AGE BASED) | | NONE | $250,001 - $500,000 | Cash Market | SOLD
(PART) | 2020-01-15 | $15,001 - $50,000 | $15,001 - $50,000 |
2020 | Neil M. Gorsuch | IRA ACCT #1 (H) | SCHWAB GOVT MONEY MARKET FUND | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY
(ADD'L) | 2020-08-14 | $15,000 or less | |
2020 | Neil M. Gorsuch | IRA ACCT #2 (H) | ISHARES INC CORE MSCI EMERGING MKTS ETF | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | SOLD
(PART) | 2020-11-18 | $15,000 or less | $1,000 or less |
2020 | Neil M. Gorsuch | SEP IRA ACCT #1 (H) | ISHARES CORE S&P MID-CAP ETF (SEE PART VIII) | $1,000 or less | DIVIDEND | | | MERGED
(WITH LINE 33) | 2020-08-13 | $15,000 or less | |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | MONTGOMERY CNTY MD GO CONS PUB IMPT BDS 5% 12/1/25 SER 2016 | $2,501 - $5,000 | INTEREST | $50,001 - $100,000 | Cash Market | | | | |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | SCHWAB GOVT MONEY MARKET FUND | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY
(ADD'L) | 2020-12-16 | $15,000 or less | |
2020 | Elena Kagan | BROKERAGE ACCT #4 (H) | UNIV. OF CHICAGO RET - TIAA TRADITIONAL GUARANTEED FIXED ANNUITY | $2,501 - $5,000 | INTEREST | $50,001 - $100,000 | Cash Market | | | | |
2019 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | FIRST EAGLE GLOBAL SGIIX | $15,001 - $50,000 | DIVIDEND | $250,001 - $500,000 | Cash Market | BUY
(ADD'L) | 2019-02-15 | $15,000 or less | |
2019 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | GOLDMAN FINL SQ TREAS MONEY MARKET FUND FTIXX | $1,001 - $2,500 | DIVIDEND | $15,001 - $50,000 | Cash Market | SOLD
(PART) | 2019-02-15 | $15,000 or less | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | WELLS FARGO ABSOLUTE RETURN FUND WABIX | $5,001 - $15,000 | DIVIDEND | $250,001 - $500,000 | Cash Market | SOLD
(PART) | 2020-02-18 | $100,001 - $250,000 | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | VANGUARD TOTAL STK MKT INDEX FD ADM SHS VTSAX | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | | | | |
2020 | John G. Roberts, Jr. | TRUST #1 (H) (X) (SEE PART VIII.) | COCA-COLA COMPANY (COMMON) KO (X) | | NONE | | | SOLD | 2020-02-14 | $15,000 or less | $1,000 or less |
2020 | John G. Roberts, Jr. | TRUST #1 (H) (X) (SEE PART VIII.) | ZURICH INSURANCE GROUP LTD (COMMON) ZURVY (X) | | NONE | | | SOLD | 2020-02-14 | $15,000 or less | $1,000 or less |
2019 | Sonia Sotomayor | MORGAN STANLEY DOMESTIC HOLDINGS, INC. (H) | ISHARES CORE MSCI EMERGING | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY
(ADD'L) | 2019-12-31 | $15,000 or less | |
2020 | Sonia Sotomayor | MORGAN STANLEY DOMESTIC HOLDINGS, INC. (H) | SPDR NUVEEN BBG BARCLAYS MUN B | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | | | | |
2019 | Stephen G. Breyer | IRA ACCOUNT | DWS CROCI US FUND-S | $2,501 - $5,000 | INT/DIV | $50,001 - $100,000 | Cash Market | | | | |
2019 | Stephen G. Breyer | TIAA/CREF RETIREMENT ACCOUNTS | SSGA INST TREAS MM INV LC FD (FKA SSGA MONEY MARKET FUND) | $1,000 or less | INT/DIV | $50,001 - $100,000 | Cash Market | | | | |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #2 (H) | MFS MUNICIPAL HIGH INCOME R6 | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | | | | |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #3 (H) | KANSAS CITY LIFE INSURANCE (X) | $1,000 or less | INTEREST | $15,000 or less | Cash Market | | | | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #1 (H) | DOW INC | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #2 (H) | MFS MUNICIPAL HIGH INCOME R6 | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | BUY
(ADD'L) | 2020-07-02 | $15,000 or less | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #3 (H) | VANGUARD GROWTH ETF | $1,000 or less | DIVIDEND | $100,001 - $250,000 | Cash Market | SOLD
(PART) | 2020-10-19 | $15,000 or less | $2,501 - $5,000 |
2020 | Amy C. Barrett | BROKERAGE ACCOUNT #2 (H) | INVESCO OPPENHEIMER INTERNATIONAL SMALL COMPANY | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2020 | Amy C. Barrett | IRA #3 (H) | PRUDENTIAL GLOBAL REAL ESTATE CLASS Z | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2020 | Stephen G. Breyer | TRUST | VANGUARD MID-CAP INDEX FUND | $1,000 or less | DIVIDEND | $50,001 - $100,000 | Cash Market | | | | |
2019 | Ruth B. Ginsburg | COLUMBIA UNIVERSITY VOLUNTARY RETIREMENT (H) | TIAA TRADITIONAL | $1,000 or less | INT./DIV. | $50,001 - $100,000 | Cash Market | DISTRIBUTED
(PART) | 2019-03-28 | $15,000 or less | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | JP MORGAN UNCONSTRAINED DEBT FUND | $5,001 - $15,000 | DIVIDEND | $100,001 - $250,000 | Cash Market | SOLD
(PART) | 2019-01-26 | $15,001 - $50,000 | $1,000 or less |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | BERNSTEIN DIVERSIFIED MUNI PORTFOLIO FUND | $1,001 - $2,500 | INT./DIV. | | | SOLD
(PART) | 2019-04-22 | $50,001 - $100,000 | $1,000 or less |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | SPDR SER TR DOW JONES REIT | $1,000 or less | DIVIDEND | | | SOLD | 2019-04-22 | $15,001 - $50,000 | $1,000 or less |
2019 | Neil M. Gorsuch | IRA ACCT #2 (H) | ISHARES CORE S&P 500 ETF | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY
(ADD'L) | 2019-04-11 | $15,000 or less | |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | MARICPOA CNTY ARIZ UNI SCH DIST 48 4% 7/1/31 SCOTTSDALE REF BDS | $1,001 - $2,500 | INTEREST | $15,001 - $50,000 | Cash Market | | | | |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | USAA TAX EXEMPT MONEY MARKET | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | SOLD
(PART) | 2019-09-13 | $15,000 or less | |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #1 (H) | 529 PLANS - VA EDUC SAVINGS TRUST (AGE BASED) | | NONE | $250,001 - $500,000 | Cash Market | SOLD
(PART) | 2020-07-07 | $15,000 or less | $1,001 - $2,500 |
2020 | Neil M. Gorsuch | IRA ACCT #1 (H) | SCHWAB GOVT MONEY MARKET FUND | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY
(ADD'L) | 2020-09-30 | $15,000 or less | |
2020 | Neil M. Gorsuch | IRA ACCT #2 (H) | ISHARES CORE U.S. AGGREGATE BOND ETF | $1,001 - $2,500 | DIVIDEND | $15,000 or less | Cash Market | SOLD
(PART) | 2020-03-11 | $15,000 or less | $1,000 or less |
2020 | Neil M. Gorsuch | SEP IRA ACCT #1 (H) | ISHARES CORE S&P US VALUE ETF (SEE PART VIII) | $1,000 or less | DIVIDEND | | | MERGED
(WITH LINE 36) | 2020-08-13 | $15,000 or less | |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | OCEAN CITY MD GO MUNICIPAL PURP BDS 4% 1/15/30 SER 2018 | $1,001 - $2,500 | INTEREST | $50,001 - $100,000 | Cash Market | | | | |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | HOWARD CNTY 3.25% DB UTX DUE 2/15/36 | $1,000 or less | INTEREST | $15,001 - $50,000 | Cash Market | BUY | 2020-08-17 | $15,001 - $50,000 | |
2020 | Elena Kagan | BROKERAGE ACCT #4 (H) | UNIV. OF CHICAGO RET - CREF STOCK QCSTIX | | NONE | $50,001 - $100,000 | Cash Market | | | | |
2019 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | FIRST EAGLE GLOBAL SGIIX | $15,001 - $50,000 | DIVIDEND | $250,001 - $500,000 | Cash Market | BUY
(ADD'L) | 2019-04-12 | $15,000 or less | |
2019 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | GOLDMAN FINL SQ TREAS MONEY MARKET FUND FTIXX | $1,001 - $2,500 | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY
(ADD'L) | 2019-02-15 | $15,000 or less | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | WELLS FARGO ABSOLUTE RETURN FUND WABIX | $5,001 - $15,000 | DIVIDEND | $250,001 - $500,000 | Cash Market | SOLD
(PART) | 2020-03-18 | $15,000 or less | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | GOLDMAN FINL SQ TREAS MONEY MARKET FUND FTIXX | $1,000 or less | DIVIDEND | $50,001 - $100,000 | Cash Market | SOLD
(PART) | 2020-01-10 | $15,000 or less | |
2020 | John G. Roberts, Jr. | TRUST #1 (H) (X) (SEE PART VIII.) | CONOCOPHILLIPS (COMMON) COP (X) | $1,000 or less | DIVIDEND | | | SOLD | 2020-02-14 | $15,000 or less | |
2020 | John G. Roberts, Jr. | TRUST #1 (H) (X) (SEE PART VIII.) | GENERAL MONEY MARKET FUND INC. CL B (X) | $1,000 or less | DIVIDEND | | | BUY
(ADD'L) | 2020-02-18 | $50,001 - $100,000 | |
2019 | Sonia Sotomayor | MORGAN STANLEY DOMESTIC HOLDINGS, INC. (H) | ISHARES RUSSELL 1000 GRW ETF | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2020 | Sonia Sotomayor | MORGAN STANLEY DOMESTIC HOLDINGS, INC. (H) | SPDR NUVEEN BBG BARCLAYS MUN B | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | BUY
(ADD'L) | 2020-05-20 | $15,000 or less | |
2019 | Stephen G. Breyer | OTHER HOLDINGS | DWS TOTAL RETURN BOND FUND-S | $1,001 - $2,500 | INT/DIV | $15,001 - $50,000 | Cash Market | | | | |
2019 | Stephen G. Breyer | TIAA/CREF RETIREMENT ACCOUNTS | LEXINGTON MA GO 4% 2/15/21 | $1,001 - $2,500 | INTEREST | $100,001 - $250,000 | Cash Market | | | | |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #2 (H) | T. ROWE PRICE TAX FREE SHORT INTER | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | | | | |
2020 | Samuel A. Alito | | VANG INTER TERM TAX EX FUND | $5,001 - $15,000 | DIVIDEND | $100,001 - $250,000 | Cash Market | | | | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #1 (H) | DUPONT DE NEMOURS INC | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #2 (H) | T. ROWE PRICE TAX FREE SHORT INTER | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | SOLD
(PART) | 2020-03-26 | $15,000 or less | $1,000 or less |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #3 (H) | VANGUARD VALUE ETF | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | SOLD
(PART) | 2020-10-19 | $15,000 or less | $1,001 - $2,500 |
2020 | Amy C. Barrett | BROKERAGE ACCOUNT #2 (H) | PRIMECAP ODYSSEY FUNDS GROWTH FUND | $1,001 - $2,500 | DIVIDEND | $15,000 or less | Cash Market | | | | |
2020 | Amy C. Barrett | IRA #3 (H) | T. ROWE PRICE BLUE CHIP GROWTH | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2020 | Stephen G. Breyer | TRUST | DODGE & COX INTERNATIONAL STOCK FUND | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | | | | |
2019 | Ruth B. Ginsburg | COLUMBIA UNIVERSITY VOLUNTARY RETIREMENT (H) | TIAA REAL ESTATE | $1,000 or less | INT./DIV. | $50,001 - $100,000 | Cash Market | DISTRIBUTED
(PART) | 2019-03-28 | $15,000 or less | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | JP MORGAN UNCONSTRAINED DEBT FUND | $5,001 - $15,000 | DIVIDEND | $100,001 - $250,000 | Cash Market | SOLD
(PART) | 2019-12-24 | $50,001 - $100,000 | $1,000 or less |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | BERNSTEIN DIVERSIFIED MUNI PORTFOLIO FUND | $1,001 - $2,500 | INT./DIV. | | | SOLD | 2019-09-16 | $15,000 or less | $1,000 or less |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | TIAA INVESTMENT CASH | $1,000 or less | INTEREST | $15,000 or less | Cash Market | | | | |
2019 | Neil M. Gorsuch | IRA ACCT #2 (H) | ISHARES CORE S&P MID-CAP ETF | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | WASHINGTON ST VAR PURP GO REF BDS SER 5% 7/1/29 R-2015E | $1,001 - $2,500 | INTEREST | $50,001 - $100,000 | Cash Market | | | | |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | USAA TAX EXEMPT MONEY MARKET | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | BUY
(ADD'L) | 2019-10-01 | $15,000 or less | |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #1 (H) | 529 PLANS - VA EDUC SAVINGS TRUST (AGE BASED) | | NONE | $250,001 - $500,000 | Cash Market | SOLD
(PART) | 2020-07-29 | $15,001 - $50,000 | $15,001 - $50,000 |
2020 | Neil M. Gorsuch | IRA ACCT #1 (H) | SCHWAB GOVT MONEY MARKET FUND | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | SOLD
(PART) | 2020-10-01 | $15,000 or less | |
2020 | Neil M. Gorsuch | IRA ACCT #2 (H) | ISHARES CORE U.S. AGGREGATE BOND ETF | $1,001 - $2,500 | DIVIDEND | $15,000 or less | Cash Market | BUY
(ADD'L) | 2020-11-18 | $15,000 or less | |
2020 | Neil M. Gorsuch | SEP IRA ACCT #1 (H) | ISHARES CORE S&P SMALL-CAP ETF (SEE PART VIII) | $1,000 or less | DIVIDEND | | | BUY
(ADD'L) | 2020-01-08 | $15,000 or less | |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | PRINCE GEORGES CNTY MD CO CONS PUB IMPT 3% 3/1/23 REF BDS SER 2013B | $1,001 - $2,500 | INTEREST | $50,001 - $100,000 | Cash Market | | | | |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #3 (H) | USAA TAX EXEMPT MONEY MKT FD | $1,000 or less | DIVIDEND | | | SOLD | 2020-05-26 | $15,000 or less | |
2020 | Elena Kagan | BROKERAGE ACCT #4 (H) | UNIV. OF CHICAGO RET - CREF BOND MARKET VIABILITY ANNUITY QCBMIX | | NONE | $15,001 - $50,000 | Cash Market | | | | |
2019 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | GABELLI SMALL CAP GROWTH 1 GACIX | $15,001 - $50,000 | DIVIDEND | | | BUY
(ADD'L) | 2019-01-15 | $15,000 or less | |
2019 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | GOLDMAN FINL SQ TREAS MONEY MARKET FUND FTIXX | $1,001 - $2,500 | DIVIDEND | $15,001 - $50,000 | Cash Market | SOLD
(PART) | 2019-04-12 | $15,000 or less | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | WELLS FARGO ABSOLUTE RETURN FUND WABIX | $5,001 - $15,000 | DIVIDEND | $250,001 - $500,000 | Cash Market | BUY
(ADD'L) | 2020-05-27 | $15,000 or less | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | GOLDMAN FINL SQ TREAS MONEY MARKET FUND FTIXX | $1,000 or less | DIVIDEND | $50,001 - $100,000 | Cash Market | BUY
(ADD'L) | 2020-01-27 | $15,000 or less | |
2020 | John G. Roberts, Jr. | TRUST #1 (H) (X) (SEE PART VIII.) | DUKE ENERGY CORP. (COMMON) DUK (X) | $1,000 or less | DIVIDEND | | | SOLD | 2020-02-14 | $15,000 or less | $1,000 or less |
2020 | John G. Roberts, Jr. | TRUST #1 (H) (X) (SEE PART VIII.) | GENERAL MONEY MARKET FUND INC. CL B (X) | $1,000 or less | DIVIDEND | | | BUY
(ADD'L) | 2020-02-19 | $250,001 - $500,000 | |
2019 | Sonia Sotomayor | MORGAN STANLEY DOMESTIC HOLDINGS, INC. (H) | ISHARES RUSSELL 1000 GRW ETF | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | SOLD
(PART) | 2019-12-12 | $15,000 or less | $1,000 or less |
2020 | Sonia Sotomayor | MORGAN STANLEY DOMESTIC HOLDINGS, INC. (H) | ISHARES TIPS BOND ETF | $1,000 or less | DIVIDEND | | | SOLD | 2020-03-16 | $15,000 or less | $1,001 - $2,500 |
2019 | Stephen G. Breyer | OTHER HOLDINGS | BANK OF AMERICA - CHECKING | $1,000 or less | INTEREST | $50,001 - $100,000 | Cash Market | | | | |
2019 | Stephen G. Breyer | TIAA/CREF RETIREMENT ACCOUNTS | STANCROFT TRUST LIMITED | | NONE | $500,001 - $1,000,000 | Estimated | | | | |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #2 (H) | TIAA-CREF INSTL FD INTL EQTY | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2020 | Samuel A. Alito | | VAN LT TAX EX FUND | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #1 (H) | FORTIS INC | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #2 (H) | T. ROWE PRICE TAX FREE SHORT INTER | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | BUY
(ADD'L) | 2020-07-02 | $15,000 or less | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #3 (H) | WISDOMTREE LARGE CAP DIVIDEND FD ETF | $1,000 or less | DIVIDEND | | | SOLD | 2020-06-30 | $15,000 or less | $2,501 - $5,000 |
2020 | Amy C. Barrett | BROKERAGE ACCOUNT #2 (H) | LORD ABBETT SHORT DURATION INCOME FUND CLASS F | $1,000 or less | DIVIDEND | | | SOLD | 2020-06-03 | $15,000 or less | |
2020 | Amy C. Barrett | IRA #3 (H) | JP MORGAN SMALL CAP GROWTH FUND-L | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | SOLD
(PART) | 2020-11-12 | $15,000 or less | $1,000 or less |
2020 | Stephen G. Breyer | TRUST | ROYCE MICRO-CAP FUND-SERVICE (FKA ROYCE LOW-PRICED STOCK SERVICE FUND) | | NONE | | | SOLD | 2020-03-10 | $15,001 - $50,000 | $1,000 or less |
2019 | Ruth B. Ginsburg | COLUMBIA UNIVERSITY VOLUNTARY RETIREMENT (H) | CREF STOCK R3 | $1,000 or less | INT./DIV. | $50,001 - $100,000 | Cash Market | DISTRIBUTED
(PART) | 2019-03-28 | $15,000 or less | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | SPDR S&P 500 ETF TRUST | $5,001 - $15,000 | DIVIDEND | $250,001 - $500,000 | Cash Market | | | | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | CALVERT US LARGE CAP CORE RESPONSIBLE INDEX FD | $2,501 - $5,000 | DIVIDEND | $250,001 - $500,000 | Cash Market | BUY | 2019-01-04 | $15,000 or less | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | TIAA CHECKING CASH ACCOUNT | $1,000 or less | INTEREST | $15,001 - $50,000 | Cash Market | | | | |
2019 | Neil M. Gorsuch | IRA ACCT #2 (H) | ISHARES CORE S&P US VALUE ETF | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | BALTIMORE CNTY MD GO CONS PUB IMPT BDS 4% 3/1/34 SER 2018 | $1,001 - $2,500 | INTEREST | $50,001 - $100,000 | Cash Market | | | | |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | USAA TAX EXEMPT MONEY MARKET | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | BUY
(ADD'L) | 2019-10-15 | $15,000 or less | |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #1 (H) | 529 PLANS - VA EDUC SAVINGS TRUST (AGE BASED) | | NONE | $250,001 - $500,000 | Cash Market | SOLD
(PART) | 2020-08-07 | $15,001 - $50,000 | $15,001 - $50,000 |
2020 | Neil M. Gorsuch | IRA ACCT #1 (H) | SCHWAB GOVT MONEY MARKET FUND | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | SOLD
(PART) | 2020-11-20 | $15,000 or less | |
2020 | Neil M. Gorsuch | IRA ACCT #2 (H) | ISHARES CORE U.S. AGGREGATE BOND ETF | $1,001 - $2,500 | DIVIDEND | $15,000 or less | Cash Market | BUY
(ADD'L) | 2020-12-16 | $15,000 or less | |
2020 | Neil M. Gorsuch | SEP IRA ACCT #1 (H) | ISHARES CORE S&P SMALL-CAP ETF (SEE PART VIII) | $1,000 or less | DIVIDEND | | | SOLD
(PART) | 2020-02-11 | $15,000 or less | $1,000 or less |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | MARYLAND ST DEPT TRANSN CONS 4% 11/1/27 SER 2016 | $1,001 - $2,500 | INTEREST | $50,001 - $100,000 | Cash Market | | | | |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #3 (H) | USAA TREASURY MONEY MKT FD | $1,000 or less | DIVIDEND | | | SOLD | 2020-05-26 | $15,001 - $50,000 | |
2020 | Elena Kagan | BROKERAGE ACCT #4 (H) | UNIV. OF CHICAGO RET - TIAA - VANGUARD TOTAL BOND MKT FUND INST PLUS | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2019 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | GABELLI SMALL CAP GROWTH 1 GACIX | $15,001 - $50,000 | DIVIDEND | | | BUY
(ADD'L) | 2019-04-12 | $15,000 or less | |
2019 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | GOLDMAN FINL SQ TREAS MONEY MARKET FUND FTIXX | $1,001 - $2,500 | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY
(ADD'L) | 2019-04-12 | $15,000 or less | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | WELLS FARGO ABSOLUTE RETURN FUND WABIX | $5,001 - $15,000 | DIVIDEND | $250,001 - $500,000 | Cash Market | BUY
(ADD'L) | 2020-10-27 | $15,000 or less | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | GOLDMAN FINL SQ TREAS MONEY MARKET FUND FTIXX | $1,000 or less | DIVIDEND | $50,001 - $100,000 | Cash Market | BUY
(ADD'L) | 2020-02-18 | $15,001 - $50,000 | |
2020 | John G. Roberts, Jr. | TRUST #1 (H) (X) (SEE PART VIII.) | ENBRIDGE INC. (COMMON) ENB (X) | $1,000 or less | DIVIDEND | | | SOLD | 2020-02-14 | $15,000 or less | $1,000 or less |
2020 | John G. Roberts, Jr. | TRUST #1 (H) (X) (SEE PART VIII.) | GENERAL MONEY MARKET FUND INC. CL B (X) | $1,000 or less | DIVIDEND | | | SOLD
(PART) | 2020-02-19 | $250,001 - $500,000 | |
2019 | Sonia Sotomayor | MORGAN STANLEY DOMESTIC HOLDINGS, INC. (H) | ISHARES RUSSELL 1000 VALUE ETF | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2020 | Sonia Sotomayor | MORGAN STANLEY DOMESTIC HOLDINGS, INC. (H) | INVESCO NATIONAL AMT - FREE MUNI (PZA) | $1,000 or less | DIVIDEND | | | SOLD | 2020-03-18 | $15,001 - $50,000 | $1,001 - $2,500 |
2019 | Stephen G. Breyer | TIAA/CREF | TIAA/CREF - TIAA TRADITIONAL (FIXED ANNUITY) | $15,001 - $50,000 | INT/DIV | $500,001 - $1,000,000 | Cash Market | | | | |
2019 | Stephen G. Breyer | TIAA/CREF RETIREMENT ACCOUNTS | FIRST CARIBBEAN INTERNATIONAL BANK - CHECKING | | NONE | $15,000 or less | Cash Market | | | | |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #2 (H) | USAA TAX EXEMPT INTERM TERM | $2,501 - $5,000 | DIVIDEND | $100,001 - $250,000 | Cash Market | SOLD
(PART) | 2019-08-27 | $15,000 or less | $1,000 or less |
2020 | Samuel A. Alito | | VANGUARD TE MNY MKT | $1,000 or less | DIVIDEND | $50,001 - $100,000 | Cash Market | | | | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #1 (H) | JACOBS ENGINEERING GROUP INC | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #2 (H) | TIAA-CREF INSTL FD INTL EQTY | | NONE | | | BUY
(ADD'L) | 2020-03-26 | $15,000 or less | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #3 (H) | WCM FOCUSED INT'L GROWTH | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY
(ADD'L) | 2020-04-15 | $15,000 or less | |
2020 | Amy C. Barrett | BROKERAGE ACCOUNT #2 (H) | BLACKROCK RUSSELL 2000 SMALL CAP INDEX - INSTITUTIONAL | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2020 | Amy C. Barrett | IRA #3 (H) | TEMPLETON GLOBAL BOND FUND-ADVISOR CLASS | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2020 | Stephen G. Breyer | TRUST | OAKMARK INTERNATIONAL INVESTOR (FKA OAKMARK INTERNATIONAL FUND - I) | $1,000 or less | DIVIDEND | $50,001 - $100,000 | Cash Market | | | | |
2019 | Ruth B. Ginsburg | COLUMBIA UNIVERSITY VOLUNTARY RETIREMENT (H) | CREF INF LINKED BOND R3 | $1,000 or less | INT./DIV. | $15,000 or less | Cash Market | DISTRIBUTED
(PART) | 2019-03-28 | $15,000 or less | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | ISHARES CORE S&P MID CAP ETF | $2,501 - $5,000 | DIVIDEND | $100,001 - $250,000 | Cash Market | | | | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | CALVERT US LARGE CAP CORE RESPONSIBLE INDEX FD | $2,501 - $5,000 | DIVIDEND | $250,001 - $500,000 | Cash Market | BUY
(ADD'L) | 2019-04-22 | $50,001 - $100,000 | |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #1 (H) | USAA TAX EXEMPT MONEY MKT FD | $2,501 - $5,000 | DIVIDEND | $250,001 - $500,000 | Cash Market | SOLD
(PART) | 2019-04-23 | $15,001 - $50,000 | |
2019 | Neil M. Gorsuch | IRA ACCT #2 (H) | ISHARES CORE S&P SMALL-CAP ETF | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | CECIL CNTY MD CONS PUB IMPT REF BDS 5% 8/1/28 SER 2017 | $2,501 - $5,000 | INTEREST | $50,001 - $100,000 | Cash Market | | | | |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | USAA TAX EXEMPT MONEY MARKET | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | SOLD
(PART) | 2019-10-23 | $15,000 or less | |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #1 (H) | 529 PLANS - COLLEGE INVEST SAVINGS PLAN (AGE BASED) | | NONE | $50,001 - $100,000 | Cash Market | | | | |
2020 | Neil M. Gorsuch | IRA ACCT #1 (H) | SCHWAB GOVT MONEY MARKET FUND | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY
(ADD'L) | 2020-12-21 | $15,000 or less | |
2020 | Neil M. Gorsuch | IRA ACCT #2 (H) | SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | SOLD
(PART) | 2020-03-11 | $15,000 or less | $1,000 or less |
2020 | Neil M. Gorsuch | SEP IRA ACCT #1 (H) | ISHARES CORE S&P SMALL-CAP ETF (SEE PART VIII) | $1,000 or less | DIVIDEND | | | SOLD
(PART) | 2020-03-20 | $15,000 or less | |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | ANNAPOLIS MD GO PUB IMPTS REF BDS SER 4% 8/1/24 2015B | $1,001 - $2,500 | INTEREST | $15,001 - $50,000 | Cash Market | | | | |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #3 (H) | SCHWAB MUNI MONEY FUND | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | BUY | 2020-05-26 | $15,000 or less | |
2020 | Elena Kagan | BROKERAGE ACCT #4 (H) | UNIV. OF CHICAGO RET - TIAA - VANGUARD INST INDEX FUND INST PLUS | $2,501 - $5,000 | DIVIDEND | $50,001 - $100,000 | Cash Market | | | | |
2019 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | GABELLI SMALL CAP GROWTH 1 GACIX | $15,001 - $50,000 | DIVIDEND | | | SOLD | 2019-12-19 | $100,001 - $250,000 | $15,001 - $50,000 |
2019 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | GOLDMAN FINL SQ TREAS MONEY MARKET FUND FTIXX | $1,001 - $2,500 | DIVIDEND | $15,001 - $50,000 | Cash Market | SOLD
(PART) | 2019-05-17 | $15,000 or less | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | AQR FDS MGD. FUTURES STRATEGY AQMIX | $2,501 - $5,000 | DIVIDEND | $50,001 - $100,000 | Cash Market | BUY
(ADD'L) | 2020-02-18 | $15,000 or less | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | GOLDMAN FINL SQ TREAS MONEY MARKET FUND FTIXX | $1,000 or less | DIVIDEND | $50,001 - $100,000 | Cash Market | BUY
(ADD'L) | 2020-02-19 | $15,000 or less | |
2020 | John G. Roberts, Jr. | TRUST #1 (H) (X) (SEE PART VIII.) | EXXON MOBIL CORP. (COMMON) XOM (X) | $1,000 or less | DIVIDEND | | | SOLD | 2020-02-14 | $15,000 or less | |
2020 | John G. Roberts, Jr. | TRUST #1 (H) (X) (SEE PART VIII.) | GENERAL MONEY MARKET FUND INC. CL B (X) | $1,000 or less | DIVIDEND | | | SOLD | 2020-02-20 | $100,001 - $250,000 | |
2019 | Sonia Sotomayor | MORGAN STANLEY DOMESTIC HOLDINGS, INC. (H) | ISHARES RUSSELL 1000 VALUE ETF | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | SOLD
(PART) | 2019-04-18 | $15,000 or less | $1,000 or less |
2020 | Sonia Sotomayor | MORGAN STANLEY DOMESTIC HOLDINGS, INC. (H) | ISHARES INC MSCI JAPAN ETF | $1,000 or less | DIVIDEND | | | | | | |
2019 | Stephen G. Breyer | TIAA/CREF | TIAA/CREF - TIAA REAL ESTATE | $5,001 - $15,000 | INT/DIV | $100,001 - $250,000 | Cash Market | | | | |
2019 | Stephen G. Breyer | TIAA/CREF RETIREMENT ACCOUNTS | EATON VANCE LARGE CAP GROWTH FUND - I | $15,001 - $50,000 | INT/DIV | $500,001 - $1,000,000 | Cash Market | | | | |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #3 (H) | FIDELITY GOV'T MM INST. CL | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2020 | Samuel A. Alito | | VANG SMALL CAP STOCK FUND | $2,501 - $5,000 | DIVIDEND | $250,001 - $500,000 | Cash Market | | | | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #1 (H) | JOHNSON & JOHNSON | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #2 (H) | TIAA-CREF INSTL FD INTL EQTY | | NONE | | | SOLD | 2020-06-12 | $15,001 - $50,000 | $1,000 or less |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #3 (H) | LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO FUND | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | BUY | 2020-01-02 | $15,000 or less | |
2020 | Amy C. Barrett | IRA #1 (H) | AMERICAN FUNDS NEW PERSPECTIVE F2 | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | SOLD
(PART) | 2020-10-22 | $15,000 or less | $1,000 or less |
2020 | Amy C. Barrett | IRA #3 (H) | THRIVENT MID CAP STOCK FUND CLASS S | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | BUY | 2020-11-12 | $15,000 or less | |
2020 | Stephen G. Breyer | TRUST | FED HERM US TREA CASH RES(FKA FEDERATED US TREASURY CASH RSV FD-I) | $1,000 or less | DIVIDEND | $50,001 - $100,000 | Cash Market | | | | |
2019 | Ruth B. Ginsburg | TIAA CREF IRA #1 (H) | TIAA TRADITIONAL | $1,000 or less | INTEREST | $15,000 or less | Cash Market | DISTRIBUTED
(PART) | 2019-03-28 | $15,000 or less | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | ISHARES MSCI EAFE INDEX FUND | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | SOLD
(PART) | 2019-05-01 | $15,001 - $50,000 | $1,000 or less |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | CALVERT US LARGE CAP CORE RESPONSIBLE INDEX FD | $2,501 - $5,000 | DIVIDEND | $250,001 - $500,000 | Cash Market | BUY
(ADD'L) | 2019-05-06 | $15,001 - $50,000 | |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #1 (H) | USAA TAX EXEMPT MONEY MKT FD | $2,501 - $5,000 | DIVIDEND | $250,001 - $500,000 | Cash Market | SOLD
(PART) | 2019-04-26 | $50,001 - $100,000 | |
2019 | Neil M. Gorsuch | IRA ACCT #2 (H) | ISHARES TR JP MOR EM MK ETF | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | BUY
(ADD'L) | 2019-06-28 | $15,000 or less | |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | MARYLAND ST GO BDS STATE & LOCAL FACS 5% 6/1/26 LN SER 2016 | $2,501 - $5,000 | INTEREST | $50,001 - $100,000 | Cash Market | | | | |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | USAA TAX EXEMPT MONEY MARKET | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | BUY
(ADD'L) | 2019-12-06 | $15,001 - $50,000 | |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #1 (H) | SENATE CREDIT UNION ACCOUNT | $1,000 or less | INTEREST | $50,001 - $100,000 | Cash Market | | | | |
2020 | Neil M. Gorsuch | IRA ACCT #1 (H) | ISHARES CORE 1 5 YEAR USD BOND ETF | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | BUY
(ADD'L) | 2020-11-18 | $15,000 or less | |
2020 | Neil M. Gorsuch | IRA ACCT #2 (H) | SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | SOLD
(PART) | 2020-11-18 | $15,000 or less | $1,000 or less |
2020 | Neil M. Gorsuch | SEP IRA ACCT #1 (H) | ISHARES CORE S&P SMALL-CAP ETF (SEE PART VIII) | $1,000 or less | DIVIDEND | | | MERGED
(WITH LINE 37) | 2020-08-13 | $15,000 or less | |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | BALTIMORE MD GO CONS PUB IMPT REF BDS 5% 10/15/22 SER 2017B | $2,501 - $5,000 | INTEREST | $50,001 - $100,000 | Cash Market | | | | |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #4 (H) | USAA TAX EXEMPT MONEY MKT FD | $1,000 or less | DIVIDEND | | | SOLD | 2020-05-26 | $15,000 or less | |
2020 | Elena Kagan | BROKERAGE ACCT #4 (H) | IRA #1 - FIDELITY MAGELLAN FUND | $1,001 - $2,500 | DIVIDEND | $250,001 - $500,000 | Cash Market | | | | |
2019 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | T. ROWE PRICE BLUE CHIP GROWTH TRBCX | $1,001 - $2,500 | DIVIDEND | $250,001 - $500,000 | Cash Market | BUY
(ADD'L) | 2019-01-15 | $15,000 or less | |
2019 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | WELLS FARGO IRA / INV. CO. AMER. CLASS C AICCX | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | BUY
(ADD'L) | 2019-03-29 | $15,000 or less | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | DODGE & COX FDS INTERNATIONAL STOCK DODFX | $5,001 - $15,000 | DIVIDEND | $250,001 - $500,000 | Cash Market | SOLD
(PART) | 2020-03-18 | $15,001 - $50,000 | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | GOLDMAN FINL SQ TREAS MONEY MARKET FUND FTIXX | $1,000 or less | DIVIDEND | $50,001 - $100,000 | Cash Market | SOLD
(PART) | 2020-07-10 | $15,000 or less | |
2020 | John G. Roberts, Jr. | TRUST #1 (H) (X) (SEE PART VIII.) | HARBOR INTL INSTL CL HAINX (X) | | NONE | | | SOLD | 2020-02-14 | $15,001 - $50,000 | |
2020 | John G. Roberts, Jr. | TRUST #1 (H) (X) (SEE PART VIII.) | JANUS HENDERSON GLOBAL EQUITY INCOME CL I HFQIX (X) | | NONE | | | SOLD | 2020-02-14 | $15,001 - $50,000 | |
2019 | Sonia Sotomayor | MORGAN STANLEY DOMESTIC HOLDINGS, INC. (H) | ISHARES TIPS BOND ETF | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2019 | Clarence Thomas | | MONY FLEXIBLE PREMIUM ADJUSTABLE LIFE N/ K/A AXA UNIVERSAL LIFE POLICY | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | | | | |
2019 | Stephen G. Breyer | TIAA/CREF | TIAA/CREF - CREF INF-LINKED BOND R3 | $15,001 - $50,000 | INT/DIV | $250,001 - $500,000 | Cash Market | | | | |
2019 | Stephen G. Breyer | TIAA/CREF RETIREMENT ACCOUNTS | EATON VANCE ATLANTA SM CP-I | $5,001 - $15,000 | INT/DIV | $100,001 - $250,000 | Cash Market | | | | |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #3 (H) | ISHARES 1-3 YEAR TREASURY BD ETF | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | | | | |
2020 | Samuel A. Alito | | VANG TOTAL STOCK MKT INDEX F | $5,001 - $15,000 | DIVIDEND | $250,001 - $500,000 | Cash Market | | | | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #1 (H) | MOLSON COORS BREWING CO | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #2 (H) | USAA TAX EXEMPT INTERM TERM | $2,501 - $5,000 | DIVIDEND | $100,001 - $250,000 | Cash Market | SOLD
(PART) | 2020-03-25 | $15,000 or less | $1,000 or less |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #3 (H) | LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO FUND | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | BUY
(ADD'L) | 2020-04-14 | $15,000 or less | |
2020 | Amy C. Barrett | IRA #1 (H) | AMG YACKTMAN FUND SERVICE CLASS | $1,001 - $2,500 | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY
(ADD'L) | 2020-10-22 | $15,000 or less | |
2020 | Amy C. Barrett | IRA #3 (H) | VICTORY TRIVALENT INTERNATIONAL SMALL-CAP FUND CLASS Y | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | SOLD
(PART) | 2020-11-12 | $15,000 or less | $1,000 or less |
2020 | Stephen G. Breyer | TRUST | VANGUARD SMALL CAP INDEX-ADM (FKA VANGUARD SMALL CAP INDEX- INV) | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2019 | Ruth B. Ginsburg | TIAA CREF IRA #1 (H) | CREF SOCIAL CHOICE R1 | $1,000 or less | INT./DIV. | $15,000 or less | Cash Market | DISTRIBUTED
(PART) | 2019-03-28 | $15,000 or less | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | JPM GLOBAL RES ENH INDEX FUND | $2,501 - $5,000 | DIVIDEND | | | SOLD
(PART) | 2019-02-25 | $15,001 - $50,000 | $1,001 - $2,500 |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | CALVERT MID CAP | $1,000 or less | DIVIDEND | | | BUY | 2019-04-22 | $15,001 - $50,000 | |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #1 (H) | USAA TAX EXEMPT MONEY MKT FD | $2,501 - $5,000 | DIVIDEND | $250,001 - $500,000 | Cash Market | SOLD
(PART) | 2019-05-01 | $15,001 - $50,000 | |
2019 | Neil M. Gorsuch | IRA ACCT #2 (H) | ISHARE TR IBOXX HI YD ETF | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | USAA TAX EXEMPT MONEY MARKET | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | BUY
(ADD'L) | 2019-12-02 | $15,000 or less | |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #1 (H) | CREF GROWTH R1 FD | | NONE | | | SOLD | 2020-12-07 | $15,000 or less | $1,001 - $2,500 |
2020 | Neil M. Gorsuch | IRA ACCT #1 (H) | ISHARES CORE 1 5 YEAR USD BOND ETF | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | BUY | 2020-07-22 | $15,000 or less | |
2020 | Neil M. Gorsuch | IRA ACCT #2 (H) | SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY
(ADD'L) | 2020-09-30 | $15,000 or less | |
2020 | Neil M. Gorsuch | SEP IRA ACCT #1 (H) | ISHARES CORE S&P SMALL-CAP ETF (SEE PART VIII) | $1,000 or less | DIVIDEND | | | SOLD
(PART) | 2020-07-22 | $15,000 or less | |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | ANNE ARUNDEL CNTY MD GO BDS SER 2015 5% 4/1/24 | $1,001 - $2,500 | INTEREST | $15,001 - $50,000 | Cash Market | | | | |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #3 (H) | CHARLES SCHWAB BANK ACCOUNT | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | OPEN | 2020-05-28 | $15,001 - $50,000 | |
2020 | Elena Kagan | BROKERAGE ACCT #4 (H) | UNIV. OF CHICAGO RET - TIAA -VANGUARD INST TARGET RETIREMENT 2025 INST | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2019 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | T. ROWE PRICE REAL ESTATE TRREX | $5,001 - $15,000 | DIVIDEND | $50,001 - $100,000 | Cash Market | | | | |
2019 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | GOLDMAN FINL SQ TREAS MONEY MARKET FUND FTIXX | $1,001 - $2,500 | DIVIDEND | $15,001 - $50,000 | Cash Market | SOLD
(PART) | 2019-07-12 | $15,000 or less | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | AQR FDS MGD. FUTURES STRATEGY AQMIX | $2,501 - $5,000 | DIVIDEND | $50,001 - $100,000 | Cash Market | BUY
(ADD'L) | 2020-03-18 | $15,000 or less | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | GOLDMAN FINL SQ TREAS MONEY MARKET FUND FTIXX | $1,000 or less | DIVIDEND | $50,001 - $100,000 | Cash Market | SOLD
(PART) | 2020-03-18 | $15,000 or less | |
2020 | John G. Roberts, Jr. | TRUST #1 (H) (X) (SEE PART VIII.) | GANNETT COMPANY INC. (COMMON) GCI (X) | | NONE | | | SOLD | 2020-02-14 | $15,000 or less | $1,000 or less |
2020 | John G. Roberts, Jr. | TRUST #1 (H) (X) (SEE PART VIII.) | EATON VANCE GLOBAL INCOME BUILDER CL I EDIIX (X) | $1,000 or less | DIVIDEND | | | SOLD | 2020-02-14 | $15,000 or less | $1,000 or less |
2019 | Sonia Sotomayor | MORGAN STANLEY DOMESTIC HOLDINGS, INC. (H) | ISHARES RUSSELL MIDCAP G ETF | $1,000 or less | DIVIDEND | | | SOLD | 2019-04-18 | $15,000 or less | $1,000 or less |
2020 | Sonia Sotomayor | MORGAN STANLEY DOMESTIC HOLDINGS, INC. (H) | ISHARES INC MSCI JAPAN ETF | $1,000 or less | DIVIDEND | | | BUY
(ADD'L) | 2020-03-18 | $15,000 or less | |
2019 | Stephen G. Breyer | TIAA/CREF | TIAA/CREF - CREF BOND MARKET R3 | $5,001 - $15,000 | INT/DIV | $100,001 - $250,000 | Cash Market | | | | |
2019 | Stephen G. Breyer | TIAA/CREF RETIREMENT ACCOUNTS | EATON VANCE LARGE CAP VALUE FUND - I | $5,001 - $15,000 | INT/DIV | $250,001 - $500,000 | Cash Market | | | | |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #3 (H) | ISHARES FLOATING RATE BOND ETF | $1,000 or less | DIVIDEND | | | SOLD | 2019-04-22 | $50,001 - $100,000 | |
2020 | Samuel A. Alito | | WINDSOR II | $2,501 - $5,000 | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #1 (H) | MONDELEZ INTERNATIONAL INC | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #2 (H) | USAA TAX EXEMPT INTERM TERM | $2,501 - $5,000 | DIVIDEND | $100,001 - $250,000 | Cash Market | SOLD
(PART) | 2020-03-26 | $15,001 - $50,000 | $1,000 or less |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #3 (H) | MINERAL INTEREST, GRADY CNTY, OK | | NONE | $100,001 - $250,000 | Estimated | | | | |
2020 | Amy C. Barrett | IRA #1 (H) | SECURIAN BROKERAGE MONEY MARKET ACCOUNT | | NONE | $15,000 or less | Cash Market | | | | |
2020 | Amy C. Barrett | 403(B) (H) | VANGUARD INSTITUTIONAL TR. 2040 | $15,001 - $50,000 | DIVIDEND | $500,001 - $1,000,000 | Cash Market | | | | |
2020 | Stephen G. Breyer | TRUST | FIDELITY MA MUNICIPAL INCOME | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2019 | Ruth B. Ginsburg | TIAA CREF IRA #1 (H) | TIAA REAL ESTATE | $1,000 or less | INT./DIV. | $15,000 or less | Cash Market | DISTRIBUTED
(PART) | 2019-03-28 | $15,000 or less | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | JPM GLOBAL RES ENH INDEX FUND | $2,501 - $5,000 | DIVIDEND | | | SOLD | 2019-12-24 | $50,001 - $100,000 | $5,001 - $15,000 |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | CALVERT MID CAP | $1,000 or less | DIVIDEND | | | SOLD | 2019-06-03 | $15,001 - $50,000 | $1,000 or less |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #1 (H) | USAA TAX EXEMPT MONEY MKT FD | $2,501 - $5,000 | DIVIDEND | $250,001 - $500,000 | Cash Market | SOLD
(PART) | 2019-08-28 | $15,000 or less | |
2019 | Neil M. Gorsuch | IRA ACCT #2 (H) | ISHARES TRUST CORE MSCI EAFE ETF | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY
(ADD'L) | 2019-12-05 | $15,000 or less | |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | MONTGOMERY CNTY MD GO CONS PUB IMPT BDS 5% 12/1/25 SER 2016 | $2,501 - $5,000 | INTEREST | $50,001 - $100,000 | Cash Market | | | | |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | USAA TAX EXEMPT MONEY MARKET | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | SOLD
(PART) | 2019-12-09 | $15,001 - $50,000 | |
2020 | Neil M. Gorsuch | IRA ACCT #1 (H) | ISHARES CORE S&P 500 ETF | $2,501 - $5,000 | DIVIDEND | $250,001 - $500,000 | Cash Market | BUY
(ADD'L) | 2020-03-11 | $15,000 or less | |
2020 | Neil M. Gorsuch | IRA ACCT #1 (H) | VANGUARD TOTAL WORLD STOCK ETF | | NONE | | | BUY | 2020-07-22 | $15,000 or less | |
2020 | Neil M. Gorsuch | IRA ACCT #2 (H) | SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY
(ADD'L) | 2020-12-16 | $15,000 or less | |
2020 | Neil M. Gorsuch | SEP IRA ACCT #1 (H) | ISHARES TR JP MOR EM MK ETF (SEE PART VIII) | $1,000 or less | DIVIDEND | | | SOLD
(PART) | 2020-01-08 | $15,000 or less | $1,000 or less |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | BALTIMORE MD REV BDS SER B 5% 7/1/32 | $1,001 - $2,500 | INTEREST | $15,001 - $50,000 | Cash Market | | | | |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #4 (H) | USAA TREASURY MONEY MKT FD | $1,000 or less | DIVIDEND | | | SOLD | 2020-05-26 | $100,001 - $250,000 | |
2020 | Elena Kagan | BROKERAGE ACCT #4 (H) | IRA #1 - FIDELITY PURITAN FUND | $5,001 - $15,000 | DIVIDEND | $250,001 - $500,000 | Cash Market | | | | |
2019 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | GOLDMAN FINL SQ TREAS MONEY MARKET FUND FTIXX | $1,001 - $2,500 | DIVIDEND | $15,001 - $50,000 | Cash Market | SOLD
(PART) | 2019-10-11 | $15,000 or less | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | DODGE & COX FDS INTERNATIONAL STOCK DODFX | $5,001 - $15,000 | DIVIDEND | $250,001 - $500,000 | Cash Market | BUY
(ADD'L) | 2020-02-18 | $15,001 - $50,000 | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | GOLDMAN FINL SQ TREAS MONEY MARKET FUND FTIXX | $1,000 or less | DIVIDEND | $50,001 - $100,000 | Cash Market | SOLD
(PART) | 2020-04-09 | $15,000 or less | |
2020 | John G. Roberts, Jr. | TRUST #1 (H) (X) (SEE PART VIII.) | GENERAL ELECTRIC CO. (COMMON) GE (X) | $1,000 or less | DIVIDEND | | | SOLD | 2020-02-14 | $15,000 or less | $1,000 or less |
2020 | John G. Roberts, Jr. | TRUST #1 (H) (X) (SEE PART VIII.) | FRANKLIN INCOME ADVISOR CL FRIAX (X) | $1,000 or less | DIVIDEND | | | SOLD | 2020-02-14 | $15,001 - $50,000 | |
2019 | Sonia Sotomayor | MORGAN STANLEY DOMESTIC HOLDINGS, INC. (H) | ISHARES RUSSELL MIDCAP V ETF | $1,000 or less | DIVIDEND | | | SOLD | 2019-04-18 | $15,000 or less | $1,000 or less |
2020 | Sonia Sotomayor | MORGAN STANLEY DOMESTIC HOLDINGS, INC. (H) | ISHARES INC MSCI JAPAN ETF | $1,000 or less | DIVIDEND | | | SOLD | 2020-05-20 | $15,000 or less | $1,000 or less |
2019 | Stephen G. Breyer | TIAA/CREF | TIAA/CREF - CREF STOCK R3 | $100,001 - $1,000,000 | INT/DIV | $1,000,001 - $5,000,000 | Cash Market | | | | |
2019 | Stephen G. Breyer | TIAA/CREF RETIREMENT ACCOUNTS | EATON VANCE TAX M S/C | $2,501 - $5,000 | INT/DIV | $50,001 - $100,000 | Cash Market | | | | |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #3 (H) | SPDR NUVEEN BLOOMBERG BARCLAYS ST MUNI BD ETF | $1,000 or less | DIVIDEND | | | SOLD
(PART) | 2019-06-18 | $15,001 - $50,000 | |
2020 | Samuel A. Alito | | VANG STAR MUTUAL FUND | $5,001 - $15,000 | DIVIDEND | $50,001 - $100,000 | Cash Market | | | | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #1 (H) | OGE ENERGY CORP | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #2 (H) | USAA TAX EXEMPT INTERM TERM | $2,501 - $5,000 | DIVIDEND | $100,001 - $250,000 | Cash Market | BUY
(ADD'L) | 2020-06-29 | $15,000 or less | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #3 (H) | KANSAS CITY LIFE INSURANCE (WHOLE LIFE INSURANCE POLICY) | $1,000 or less | INTEREST | $15,000 or less | Cash Market | | | | |
2020 | Amy C. Barrett | IRA #1 (H) | DAVIS GLOBAL FUND CLASS Y | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY | 2020-10-22 | $15,000 or less | |
2020 | Amy C. Barrett | 401(K) (H) | FIDELITY LOW PRICE STOCK | $5,001 - $15,000 | DIVIDEND | $100,001 - $250,000 | Cash Market | | | | |
2020 | Stephen G. Breyer | TRUST | US TREASURY NOTES 3.125% 05/15/2021 | $2,501 - $5,000 | INTEREST | $100,001 - $250,000 | Cash Market | | | | |
2019 | Ruth B. Ginsburg | TIAA CREF IRA #1 (H) | CREF BOND MARKET R1 | $1,000 or less | INTEREST | $15,000 or less | Cash Market | DISTRIBUTED
(PART) | 2019-03-28 | $15,000 or less | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | DEUTSCHE X-TRACKERSMSCI EAF | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | | | | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | DFA US SUSTAINABILITY CORE PORT | $1,001 - $2,500 | DIVIDEND | | | SOLD | 2019-04-22 | $100,001 - $250,000 | $15,001 - $50,000 |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #1 (H) | USAA TAX EXEMPT MONEY MKT FD | $2,501 - $5,000 | DIVIDEND | $250,001 - $500,000 | Cash Market | SOLD
(PART) | 2019-09-23 | $15,001 - $50,000 | |
2019 | Neil M. Gorsuch | IRA ACCT #2 (H) | ISHARES INC CORE MSCI EMERGING MKTS ETF | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | OCEAN CITY MD GO MUNICIPAL PURP BDS 4% 1/15/30 SER 2018 | $1,001 - $2,500 | INTEREST | $50,001 - $100,000 | Cash Market | | | | |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | USAA TAX EXEMPT MONEY MARKET | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | BUY
(ADD'L) | 2019-12-16 | $15,000 or less | |
2020 | Neil M. Gorsuch | IRA ACCT #1 (H) | ISHARES CORE S&P 500 ETF | $2,501 - $5,000 | DIVIDEND | $250,001 - $500,000 | Cash Market | BUY
(ADD'L) | 2020-03-26 | $15,000 or less | |
2020 | Neil M. Gorsuch | IRA ACCT #1 (H) | VANGUARD TOTAL WORLD STOCK ETF | | NONE | | | SOLD | 2020-09-08 | $15,000 or less | $1,000 or less |
2020 | Neil M. Gorsuch | IRA ACCT #2 (H) | ISHARES TR BARCLAYS 7 10 YR | $1,000 or less | DIVIDEND | | | BUY | 2020-02-11 | $15,000 or less | |
2020 | Neil M. Gorsuch | SEP IRA ACCT #1 (H) | ISHARES TR JP MOR EM MK ETF (SEE PART VIII) | $1,000 or less | DIVIDEND | | | BUY
(ADD'L) | 2020-04-07 | $15,000 or less | |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | USAA TAX EXEMPT MONEY MARKET | $1,000 or less | DIVIDEND | | | BUY
(ADD'L) | 2020-01-02 | $15,000 or less | |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #4 (H) | CHARLES SCHWAB BANK ACCOUNT | $1,000 or less | DIVIDEND | $100,001 - $250,000 | Cash Market | OPEN | 2020-05-27 | $100,001 - $250,000 | |
2020 | Elena Kagan | BROKERAGE ACCT #4 (H) | IRA #1 - FIDELITY INTERMED BOND FUND | $2,501 - $5,000 | DIVIDEND | $50,001 - $100,000 | Cash Market | | | | |
2019 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | T. ROWE PRICE BLUE CHIP GROWTH TRBCX | $1,001 - $2,500 | DIVIDEND | $250,001 - $500,000 | Cash Market | BUY
(ADD'L) | 2019-04-12 | $15,000 or less | |
2019 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | METLIFE GVUL: DEUTSCHE GOVT. MONEY MKT VIP | | NONE | $15,000 or less | Cash Market | | | | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | JANE BRAIN, LLC | | NONE | $15,000 or less | Book Value | | | | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | GOLDMAN FINL SQ TREAS MONEY MARKET FUND FTIXX | $1,000 or less | DIVIDEND | $50,001 - $100,000 | Cash Market | SOLD
(PART) | 2020-10-09 | $15,000 or less | |
2020 | John G. Roberts, Jr. | TRUST #1 (H) (X) (SEE PART VIII.) | INTEL CORP. (COMMON) INTC (X) | $1,000 or less | DIVIDEND | | | SOLD | 2020-02-14 | $15,001 - $50,000 | $1,001 - $2,500 |
2020 | John G. Roberts, Jr. | TRUST #1 (H) (X) (SEE PART VIII.) | INCOME FUND OF AMERICA CL F2 AMEFX (X) | | NONE | | | SOLD | 2020-02-14 | $15,001 - $50,000 | $1,000 or less |
2019 | Sonia Sotomayor | MORGAN STANLEY DOMESTIC HOLDINGS, INC. (H) | PIMCO ENHANCED SHRT MTRT EXC | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | | | | |
2019 | Clarence Thomas | | MONY WHOLE - N/K/A AXA UNIVERSAL LIFE POLICY | $2,501 - $5,000 | DIVIDEND | $100,001 - $250,000 | Cash Market | | | | |
2019 | Stephen G. Breyer | TIAA/CREF | TIAA/CREF - CREF STOCK R1 | $15,001 - $50,000 | INT/DIV | $50,001 - $100,000 | Cash Market | | | | |
2019 | Stephen G. Breyer | TIAA/CREF RETIREMENT ACCOUNTS | VANGUARD INT - TERM CORPORATE | $1,001 - $2,500 | INT/DIV | $50,001 - $100,000 | Cash Market | | | | |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #3 (H) | SPDR NUVEEN BLOOMBERG BARCLAYS ST MUNI BD ETF | $1,000 or less | DIVIDEND | | | SOLD | 2019-08-26 | $50,001 - $100,000 | $1,000 or less |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #3 (H) | METROPOLITAN WEST UNCONSTRAINED | $2,501 - $5,000 | DIVIDEND | $50,001 - $100,000 | Cash Market | BUY
(ADD'L) | 2019-08-27 | $15,000 or less | |
2020 | Samuel A. Alito | | VANG WELLINGTON MUT FUND | $15,001 - $50,000 | DIVIDEND | $250,001 - $500,000 | Cash Market | | | | |
2020 | Samuel A. Alito | ROTH IRA (H) | EDWARD JONES INVESTMENT (CASH ACCOUNT) | | NONE | $15,000 or less | Cash Market | | | | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #1 (H) | OTIS WORLDWIDE CORP | | NONE | | | SPINOFF
(FROM LINE 57) | 2020-04-03 | $15,000 or less | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #1 (H) | OTIS WORLDWIDE CORP | | NONE | | | SOLD | 2020-04-24 | $15,000 or less | $1,000 or less |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #2 (H) | USAA TAX EXEMPT INTERM TERM | $2,501 - $5,000 | DIVIDEND | $100,001 - $250,000 | Cash Market | BUY
(ADD'L) | 2020-07-02 | $15,000 or less | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #2 (H) | USAA TAX EXEMPT INTERM TERM | $2,501 - $5,000 | DIVIDEND | $100,001 - $250,000 | Cash Market | BUY
(ADD'L) | 2020-12-28 | $15,000 or less | |
2020 | Amy C. Barrett | INVESTMENT ACCOUNT #3 (H) | FLAGSTAR CASH ACCOUNTS | | NONE | $15,001 - $50,000 | Cash Market | | | | |
2020 | Amy C. Barrett | BROKERAGE ACCOUNT #1 (H) | FIDELITY DIVIDEND GROWTH FUND | $1,000 or less | DIVIDEND | $50,001 - $100,000 | Cash Market | | | | |
2020 | Amy C. Barrett | IRA #1 (H) | DODGE & COX INCOME | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | BUY
(ADD'L) | 2020-10-23 | $15,000 or less | |
2020 | Amy C. Barrett | IRA #1 (H) | EVENTIDE GILEAD FUND CLASS 1 | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | SOLD
(PART) | 2020-10-22 | $15,000 or less | $1,000 or less |
2020 | Amy C. Barrett | 401(K) (H) | VANGUARD EXTENDED MARKET INDEX FUND INSTITUTIONAL SHARES | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2020 | Amy C. Barrett | 401(K) (H) | PIMCO TOTAL RETURN INSTITUTIONAL CLASS | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2020 | Stephen G. Breyer | TRUST | FASTENAL CO. | $2,501 - $5,000 | DIVIDEND | $50,001 - $100,000 | Cash Market | | | | |
2020 | Stephen G. Breyer | TRUST | US TREASURY NOTES 2.250% 07/31/2021 | $1,001 - $2,500 | INTEREST | $100,001 - $250,000 | Cash Market | | | | |
2019 | Ruth B. Ginsburg | TIAA CREF IRA #1 (H) | CREF STOCK R1 | $1,000 or less | INT./DIV. | $15,000 or less | Cash Market | DISTRIBUTED
(PART) | 2019-03-28 | $15,000 or less | |
2019 | Ruth B. Ginsburg | TIAA CREF IRA #1 (H) | TC SOCIAL CHANGE EQ RET | $1,000 or less | INT./DIV. | $15,000 or less | Cash Market | DISTRIBUTED
(PART) | 2019-03-28 | $15,000 or less | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | DEUTSCHE X-TRACKERS MSCI EUR | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | | | | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | ISHARES MSCI JAPAN INDEX FUND | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | DFA US SOCIAL CORE EQUITY 2 | $1,001 - $2,500 | DIVIDEND | | | SOLD | 2019-04-22 | $50,001 - $100,000 | $15,001 - $50,000 |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | DFA EMERGING MARKETS SOCIAL CORE EQUITY | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #1 (H) | USAA TAX EXEMPT MONEY MKT FD | $2,501 - $5,000 | DIVIDEND | $250,001 - $500,000 | Cash Market | BUY
(ADD'L) | 2019-09-26 | $100,001 - $250,000 | |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #1 (H) | USAA TAX EXEMPT MONEY MKT FD | $2,501 - $5,000 | DIVIDEND | $250,001 - $500,000 | Cash Market | SOLD
(PART) | 2019-09-27 | $15,000 or less | |
2019 | Neil M. Gorsuch | IRA ACCT #2 (H) | SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $1,000 or less | DIVIDEND | | | SOLD | 2019-04-11 | $15,000 or less | $1,000 or less |
2019 | Neil M. Gorsuch | IRA ACCT #2 (H) | ISHARES CORE U.S. AGGREGATE BOND ETF | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | PRINCE GEORGES CNTY MD CO CONS PUB IMPT 3% 3/1/23 REF BDS SER 2013B | $1,001 - $2,500 | INTEREST | $50,001 - $100,000 | Cash Market | | | | |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | MARYLAND ST DEPT TRANSN CONS 4% 11/1/27 SER 2016 | $1,001 - $2,500 | INTEREST | $50,001 - $100,000 | Cash Market | | | | |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | ALIEF TEX INDPT SCH DIST ULT TAX SCH 4% 2/15/30 BLDG BDS SER 2018 | $1,001 - $2,500 | INTEREST | $15,001 - $50,000 | Cash Market | | | | |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | ANNE ARUNDEL CNTY MD CONSOLIDATED GEN 5% 10/1/33 IMPT GO BDS SER 20 | $1,001 - $2,500 | INTEREST | $15,001 - $50,000 | Cash Market | | | | |
2020 | Neil M. Gorsuch | IRA ACCT #1 (H) | ISHARES CORE S&P 500 ETF | $2,501 - $5,000 | DIVIDEND | $250,001 - $500,000 | Cash Market | SOLD
(PART) | 2020-04-16 | $15,000 or less | |
2020 | Neil M. Gorsuch | IRA ACCT #1 (H) | ISHARES CORE S&P 500 ETF | $2,501 - $5,000 | DIVIDEND | $250,001 - $500,000 | Cash Market | BUY
(ADD'L) | 2020-07-22 | $15,000 or less | |
2020 | Neil M. Gorsuch | IRA ACCT #1 (H) | SCHWAB US TIPS ETF | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY | 2020-11-18 | $15,001 - $50,000 | |
2020 | Neil M. Gorsuch | IRA ACCT #1 (H) | VANGUARD REAL ESTATE ETF IV | $1,001 - $2,500 | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY | 2020-11-18 | $15,001 - $50,000 | |
2020 | Neil M. Gorsuch | IRA ACCT #2 (H) | ISHARES TR BARCLAYS 7 10 YR | $1,000 or less | DIVIDEND | | | SOLD | 2020-03-20 | $15,000 or less | $1,000 or less |
2020 | Neil M. Gorsuch | IRA ACCT #2 (H) | VANECK VECTORS ETF FALLEN ANGEL HIGH YIELD BOND ETF | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | BUY | 2020-03-02 | $15,000 or less | |
2020 | Neil M. Gorsuch | SEP IRA ACCT #1 (H) | ISHARES TR JP MOR EM MK ETF (SEE PART VIII) | $1,000 or less | DIVIDEND | | | SOLD
(PART) | 2020-07-22 | $15,000 or less | |
2020 | Neil M. Gorsuch | SEP IRA ACCT #1 (H) | ISHARES TR JP MOR EM MK ETF (SEE PART VIII) | $1,000 or less | DIVIDEND | | | MERGED
(WITH LINE 42) | 2020-08-13 | $15,000 or less | |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | USAA TAX EXEMPT MONEY MARKET | $1,000 or less | DIVIDEND | | | SOLD
(PART) | 2020-01-15 | $15,000 or less | |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #3 (H) | METROPOLITAN WEST UNCONSTRAINED | $2,501 - $5,000 | DIVIDEND | $50,001 - $100,000 | Cash Market | BUY
(ADD'L) | 2019-09-23 | $15,000 or less | |
2020 | Samuel A. Alito | ROTH IRA (H) | AES CORP | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #1 (H) | PARKER HANNIFIN CORP | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #3 (H) | CASH & MONEY MARKET (FIDELITY GOV'T MM INST. CL) | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2020 | Amy C. Barrett | BROKERAGE ACCOUNT #1 (H) | FIDELITY TREND FUND | $2,501 - $5,000 | DIVIDEND | $50,001 - $100,000 | Cash Market | | | | |
2020 | Amy C. Barrett | IRA #1 (H) | HOMESTEAD SMALL-COMPANY STOCK FUND | $1,000 or less | DIVIDEND | | | SOLD | 2020-10-22 | $15,000 or less | |
2020 | Amy C. Barrett | INDIANA 529 PLAN #1 (H) | VANGUARD U.S. EQUITY INDEX PORTFOLIO | | NONE | $50,001 - $100,000 | Cash Market | DISTRIBUTED
(PART) | 2020-07-27 | $15,001 - $50,000 | |
2020 | Stephen G. Breyer | TRUST | US TREASURY NOTES 1.625% 3/15/2020 | $1,000 or less | INTEREST | | | REDEEMED | 2020-03-15 | $15,001 - $50,000 | $1,000 or less |
2019 | Ruth B. Ginsburg | TIAA CREF IRA #1 (H) | TC INTL EQ RET | $1,000 or less | INT./DIV. | $15,000 or less | Cash Market | DISTRIBUTED
(PART) | 2019-03-28 | $15,000 or less | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | NC ST LTD OBLIG 5.0%, 05/01/20 | $2,501 - $5,000 | INTEREST | $50,001 - $100,000 | Cash Market | BUY | 2019-06-14 | $50,001 - $100,000 | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | DFA INTL SOCIAL CORE EQUITY | $1,001 - $2,500 | DIVIDEND | $15,001 - $50,000 | Cash Market | SOLD
(PART) | 2019-04-22 | $15,001 - $50,000 | $2,501 - $5,000 |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #1 (H) | USAA INTERNATIONAL FD | $50,001 - $100,000 | DIVIDEND | $250,001 - $500,000 | Cash Market | | | | |
2019 | Neil M. Gorsuch | IRA ACCT #2 (H) | SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | SOLD
(PART) | 2019-01-11 | $15,000 or less | |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | ANNAPOLIS MD GO PUB IMPTS REF BDS SER 4% 8/1/24 2015B | $1,000 or less | INTEREST | $15,001 - $50,000 | Cash Market | | | | |
2020 | Neil M. Gorsuch | IRA ACCT #1 (H) | ISHARES CORE S&P 500 ETF | $2,501 - $5,000 | DIVIDEND | $250,001 - $500,000 | Cash Market | SOLD
(PART) | 2020-11-18 | $15,001 - $50,000 | $5,001 - $15,000 |
2020 | Neil M. Gorsuch | IRA ACCT #2 (H) | ISHARES CORE S&P 500 ETF | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | BUY
(ADD'L) | 2020-03-11 | $15,000 or less | |
2020 | Neil M. Gorsuch | IRA ACCT #2 (H) | VANECK VECTORS ETF FALLEN ANGEL HIGH YIELD BOND ETF | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | BUY
(ADD'L) | 2020-11-18 | $15,000 or less | |
2020 | Neil M. Gorsuch | SEP IRA ACCT #1 (H) | ISHARES TR IBOXX HI YD ETF | $1,000 or less | DIVIDEND | | | SOLD | 2020-03-02 | $15,000 or less | $1,000 or less |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | USAA TAX EXEMPT MONEY MARKET | $1,000 or less | DIVIDEND | | | SOLD
(PART) | 2020-02-20 | $15,000 or less | |
2019 | Elena Kagan | BROKERAGE ACCT #4 (H) | JUSTICE FEDERAL CREDIT UNION CASH ACCOUNT | $1,000 or less | INTEREST | $15,001 - $50,000 | Cash Market | | | | |
2020 | Elena Kagan | BROKERAGE ACCT #4 (H) | IRA #2 - VANGUARD WELLESLEY INC FUND | $2,501 - $5,000 | DIVIDEND | $50,001 - $100,000 | Cash Market | | | | |
2019 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | WELLS FARGO ABSOLUTE RETURN FUND WABIX | $15,001 - $50,000 | DIVIDEND | $500,001 - $1,000,000 | Cash Market | BUY
(ADD'L) | 2019-04-12 | $15,001 - $50,000 | |
2019 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | VAN ECK GLOBAL GHAYX | $1,000 or less | DIVIDEND | $50,001 - $100,000 | Cash Market | BUY
(ADD'L) | 2019-04-12 | $15,000 or less | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | ASG GLBL ALTRNTVE CL Y GAFYX | $5,001 - $15,000 | DIVIDEND | $250,001 - $500,000 | Cash Market | BUY
(ADD'L) | 2020-02-18 | $15,000 or less | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | METLIFE GVUL: DEUTSCHE GOVT. MONEY MKT VIP | | NONE | $15,000 or less | Cash Market | | | | |
2020 | John G. Roberts, Jr. | TRUST #1 (H) (X) (SEE PART VIII.) | KIMBERLY CLARK CORP. (COMMON) KMB (X) | $1,000 or less | DIVIDEND | | | SOLD | 2020-02-14 | $15,000 or less | $1,000 or less |
2020 | John G. Roberts, Jr. | TRUST #1 (H) (X) (SEE PART VIII.) | THORNBURG INVESTMENT INCOME BUILDER CL I TIBIX (X) | $1,000 or less | DIVIDEND | | | SOLD | 2020-02-14 | $15,001 - $50,000 | $1,000 or less |
2019 | Sonia Sotomayor | MORGAN STANLEY DOMESTIC HOLDINGS, INC. (H) | SPDR NUVEEN BBG BAR SHRT TERM | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | | | | |
2019 | Clarence Thomas | TD AMERITRADE, IRA (H) | WELLS FARGO CD | $1,000 or less | INTEREST | $15,000 or less | Cash Market | | | | |
2019 | Stephen G. Breyer | TRUST | AUTOMATIC DATA PROCESSING INC COMMON STOCK | $2,501 - $5,000 | INT/DIV | $100,001 - $250,000 | Cash Market | | | | |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #3 (H) | METROPOLITAN WEST UNCONSTRAINED | $2,501 - $5,000 | DIVIDEND | $50,001 - $100,000 | Cash Market | BUY
(ADD'L) | 2019-09-27 | $15,000 or less | |
2020 | Samuel A. Alito | ROTH IRA (H) | BHP GROUP PLC ADR | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #1 (H) | PHILLIPS 66 | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #3 (H) | ISHARES NATIONAL MUNI BOND ETF | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | BUY | 2020-01-02 | $15,000 or less | |
2020 | Amy C. Barrett | BROKERAGE ACCOUNT #1 (H) | FIDELITY MONEY MARKET FUND (SPRXX) | $1,000 or less | INT./DIV. | $15,001 - $50,000 | Cash Market | | | | |
2020 | Amy C. Barrett | IRA #1 (H) | FRANKLIN MUTUAL GLOBAL DISCOVERY FUND- CLASS Z | $1,000 or less | DIVIDEND | | | SOLD | 2020-10-22 | $15,000 or less | |
2020 | Amy C. Barrett | INDIANA 529 PLAN #1 (H) | VANGUARD U.S. EQUITY INDEX PORTFOLIO | | NONE | $50,001 - $100,000 | Cash Market | DISTRIBUTED
(PART) | 2020-12-16 | $15,001 - $50,000 | |
2020 | Stephen G. Breyer | TRUST | US TREASURY NOTES 2.500% 02/15/2022 | $2,501 - $5,000 | INTEREST | $100,001 - $250,000 | Cash Market | | | | |
2019 | Ruth B. Ginsburg | TIAA CREF IRA #1 (H) | TC MID CAP VAL RET | $1,000 or less | INT./DIV. | $15,000 or less | Cash Market | DISTRIBUTED
(PART) | 2019-03-28 | $15,000 or less | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | MILWAUKEE WI SWRAGE REV 5%, 6/1/2019 | $1,001 - $2,500 | INTEREST | | | SOLD | 2019-06-03 | $50,001 - $100,000 | $1,000 or less |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | MAINSTAY MACKAY TAX FREE BOND FUND FREE | $1,001 - $2,500 | INTEREST | $100,001 - $250,000 | Cash Market | BUY | 2019-04-22 | $100,001 - $250,000 | |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #1 (H) | USAA S&P 500 INDEX FD REWARD SHARES | $15,001 - $50,000 | DIVIDEND | $500,001 - $1,000,000 | Cash Market | | | | |
2019 | Neil M. Gorsuch | IRA ACCT #2 (H) | SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY
(ADD'L) | 2019-06-28 | $15,000 or less | |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | ANNE ARUNDEL CNTY MD GO BDS SER 2015 5% 4/1/24 | $1,001 - $2,500 | INTEREST | $15,001 - $50,000 | Cash Market | | | | |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | ANNE ARUNDEL CNTY MD CONSOLIDATED GEN 5% 10/1/34 WTR AND SWR BDS | $1,001 - $2,500 | INTEREST | $15,001 - $50,000 | Cash Market | BUY | 2019-03-08 | $15,001 - $50,000 | |
2020 | Neil M. Gorsuch | IRA ACCT #1 (H) | ISHARES CORE S&P MID-CAP ETF | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY
(ADD'L) | 2020-03-11 | $15,000 or less | |
2020 | Neil M. Gorsuch | IRA ACCT #2 (H) | ISHARES CORE S&P 500 ETF | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | BUY
(ADD'L) | 2020-03-26 | $15,000 or less | |
2020 | Neil M. Gorsuch | IRA ACCT #2 (H) | VANECK VECTORS ETF FALLEN ANGEL HIGH YIELD BOND ETF | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | BUY
(ADD'L) | 2020-12-16 | $15,000 or less | |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | USAA TAX EXEMPT MONEY MARKET | $1,000 or less | DIVIDEND | | | BUY
(ADD'L) | 2020-03-02 | $15,000 or less | |
2019 | Elena Kagan | BROKERAGE ACCT #4 (H) | FRANKLIN TEMPLETON MUTUAL BEACON FUND | $5,001 - $15,000 | DIVIDEND | $100,001 - $250,000 | Cash Market | | | | |
2020 | Elena Kagan | BROKERAGE ACCT #4 (H) | IRA #2 - VANGUARD 500 INDEX FUND ADMIRAL SHS | $1,000 or less | DIVIDEND | $50,001 - $100,000 | Cash Market | | | | |
2019 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | AQR FDS MGD. FUTURES STRATEGY AQMIX | $2,501 - $5,000 | DIVIDEND | $50,001 - $100,000 | Cash Market | BUY
(ADD'L) | 2019-04-12 | $15,000 or less | |
2019 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | CHARLES SCHWAB BANK ACCOUNT | $1,000 or less | INTEREST | $15,001 - $50,000 | Cash Market | | | | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | ASG GLBL ALTRNTVE CL Y GAFYX | $5,001 - $15,000 | DIVIDEND | $250,001 - $500,000 | Cash Market | SOLD
(PART) | 2020-02-18 | $15,000 or less | $1,000 or less |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | METLIFE GVUL PUT.GRO. OPPS. | | NONE | $50,001 - $100,000 | Cash Market | | | | |
2020 | John G. Roberts, Jr. | TRUST #1 (H) (X) (SEE PART VIII.) | MCDONALD'S CORP. (COMMON) MCD (X) | | NONE | | | SOLD | 2020-02-14 | $15,000 or less | $1,001 - $2,500 |
2020 | John G. Roberts, Jr. | TRUST #1 (H) (X) (SEE PART VIII.) | DREYFUS GOVT CASH MGMT FDS INSTL SHS (X) | $1,000 or less | DIVIDEND | | | BUY
(ADD'L) | 2020-02-18 | $100,001 - $250,000 | |
2019 | Sonia Sotomayor | MORGAN STANLEY DOMESTIC HOLDINGS, INC. (H) | SPDR NUVEEN BBG BARCLAYS MUN B | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | | | | |
2019 | Clarence Thomas | TD AMERITRADE, IRA (H) | GINGER, LTD., PARTNERSHIP | $5,001 - $15,000 | RENT | $250,001 - $500,000 | Estimated | | | | |
2019 | Stephen G. Breyer | TRUST | CINTAS CORP. COMMON STOCK | $1,001 - $2,500 | INT/DIV | $100,001 - $250,000 | Cash Market | | | | |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #3 (H) | PACIFIC FUNDS FLOATING RATE | $1,001 - $2,500 | DIVIDEND | | | SOLD | 2019-07-01 | $15,001 - $50,000 | |
2020 | Samuel A. Alito | ROTH IRA (H) | LOCCITANE LUXEMBOURG | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #1 (H) | PNC BANK CORP | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | SOLD
(PART) | 2020-01-10 | $15,001 - $50,000 | $5,001 - $15,000 |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #3 (H) | ISHARES NATIONAL MUNI BOND ETF | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | BUY
(ADD'L) | 2020-01-15 | $15,000 or less | |
2020 | Amy C. Barrett | BROKERAGE ACCOUNT #1 (H) | FIDELITY 500 INDEX FUND | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | BUY | 2020-03-02 | $15,000 or less | |
2020 | Amy C. Barrett | IRA #1 (H) | INVESCO OPPENHEIMER DEVELOPING MARKETS FUND CLASS Y | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2020 | Amy C. Barrett | INDIANA 529 PLAN #1 (H) | DODGE & COX INTERNATIONAL PORTFOLIO | | NONE | $15,000 or less | Cash Market | DISTRIBUTED
(PART) | 2020-07-27 | $15,000 or less | |
2020 | Stephen G. Breyer | TIAA/CREF RETIREMENT ACCOUNTS | TIAA/CREF - TIAA TRADITIONAL (FIXED ANNUITY) | $2,501 - $5,000 | INT./DIV. | $50,001 - $100,000 | Cash Market | | | | |
2019 | Ruth B. Ginsburg | TIAA CREF IRA #1 (H) | TC LG CAP VAL IDX RET | $1,000 or less | INT./DIV. | $15,000 or less | Cash Market | DISTRIBUTED
(PART) | 2019-03-28 | $15,000 or less | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | NORTH CAROLINA EASTERN MUNI PWR AGENCY 4.5%, 1/1/2024 | $1,001 - $2,500 | INTEREST | $50,001 - $100,000 | Cash Market | | | | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | WELLS FARGO MUNI BOND FD INST | $2,501 - $5,000 | INTEREST | $100,001 - $250,000 | Cash Market | BUY | 2019-04-22 | $100,001 - $250,000 | |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #1 (H) | USAA VALUE FD | $50,001 - $100,000 | DIVIDEND | $250,001 - $500,000 | Cash Market | | | | |
2019 | Neil M. Gorsuch | IRA ACCT #2 (H) | ISHARES TR BARCLAYS 7 10 YR | $1,000 or less | DIVIDEND | | | BUY | 2019-02-11 | $15,000 or less | |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | BALTIMORE MD GO CONS PUB IMPT REF BDS 5% 10/15/22 SER 2017B | $2,501 - $5,000 | INTEREST | $15,001 - $50,000 | Cash Market | | | | |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | UNIVERSITY MD SYS AUX FAC 3.25% 4/1/35 TUITION REV BDS | $1,000 or less | INTEREST | $15,001 - $50,000 | Cash Market | BUY | 2019-03-25 | $15,001 - $50,000 | |
2020 | Neil M. Gorsuch | IRA ACCT #1 (H) | ISHARES CORE S&P MID-CAP ETF | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | SOLD
(PART) | 2020-07-22 | $15,001 - $50,000 | |
2020 | Neil M. Gorsuch | IRA ACCT #2 (H) | ISHARES CORE S&P 500 ETF | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | SOLD
(PART) | 2020-04-16 | $15,000 or less | |
2020 | Neil M. Gorsuch | IRA ACCT #2 (H) | SCHWAB GOVT MONEY MARKET FUND | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | BUY | 2020-05-27 | $15,000 or less | |
2020 | Neil M. Gorsuch | SEP IRA ACCT #1 (H) | ISHARES TRUST CORE MSCI EAFE ETF (SEE PART VIII) | $1,000 or less | DIVIDEND | | | BUY
(ADD'L) | 2020-03-11 | $15,000 or less | |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | USAA TAX EXEMPT MONEY MARKET | $1,000 or less | DIVIDEND | | | BUY
(ADD'L) | 2020-04-01 | $15,000 or less | |
2019 | Elena Kagan | BROKERAGE ACCT #4 (H) | VANGUARD PRIME MONEY MKT FUND | $1,000 or less | DIVIDEND | | | SOLD | 2019-01-11 | $15,001 - $50,000 | |
2020 | Elena Kagan | BROKERAGE ACCT #4 (H) | IRA #2 - VANGUARD INTL EXPLORER FUND | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2019 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | DODGE & COX FDS INTERNATIONAL STOCK DODFX | $5,001 - $15,000 | DIVIDEND | $250,001 - $500,000 | Cash Market | BUY
(ADD'L) | 2019-04-12 | $15,001 - $50,000 | |
2019 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | C. SCHWAB VALUE ADVANTAGE M. FUND SWVXX | $2,501 - $5,000 | DIVIDEND | $100,001 - $250,000 | Cash Market | | | | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | ASG GLBL ALTRNTVE CL Y GAFYX | $5,001 - $15,000 | DIVIDEND | $250,001 - $500,000 | Cash Market | SOLD
(PART) | 2020-03-18 | $15,000 or less | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | BOST.PTNRS. L/S RSRCH. FUND BPIRX | | NONE | $50,001 - $100,000 | Cash Market | BUY
(ADD'L) | 2020-02-18 | $15,000 or less | |
2020 | John G. Roberts, Jr. | TRUST #1 (H) (X) (SEE PART VIII.) | MEDTRONIC PLC (COMMON) MDT (X) | $1,000 or less | DIVIDEND | | | SOLD | 2020-02-14 | $15,000 or less | $1,000 or less |
2020 | John G. Roberts, Jr. | TRUST #1 (H) (X) (SEE PART VIII.) | DREYFUS GOVT CASH MGMT FDS INSTL SHS (X) | $1,000 or less | DIVIDEND | | | BUY
(ADD'L) | 2020-02-19 | $15,001 - $50,000 | |
2019 | Sonia Sotomayor | MORGAN STANLEY DOMESTIC HOLDINGS, INC. (H) | SPDR NUVEEN BBG BARCLAYS MUN B | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | SOLD
(PART) | 2019-12-12 | $15,000 or less | $1,000 or less |
2019 | Clarence Thomas | TD AMERITRADE, IRA (H) | LIBERTY CONSULTING, INC. | | NONE | $100,001 - $250,000 | Book Value | | | | |
2019 | Stephen G. Breyer | TRUST | SYSCO CORP. COMMON STOCK | $2,501 - $5,000 | INT/DIV | $100,001 - $250,000 | Cash Market | | | | |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #3 (H) | T. ROWE PRICE VA T/F BOND FD | $5,001 - $15,000 | DIVIDEND | $100,001 - $250,000 | Cash Market | BUY
(ADD'L) | 2019-04-08 | $15,001 - $50,000 | |
2020 | Samuel A. Alito | ROTH IRA (H) | SEALED AIR CORP | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #1 (H) | PROCTER & GAMBLE CO | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #3 (H) | ISHARES NATIONAL MUNI BOND ETF | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | BUY
(ADD'L) | 2020-06-05 | $15,001 - $50,000 | |
2020 | Amy C. Barrett | BROKERAGE ACCOUNT #1 (H) | FIDELITY CASH HOLDING ACCOUNT (X) | $1,000 or less | INTEREST | $15,001 - $50,000 | Cash Market | | | | |
2020 | Amy C. Barrett | IRA #1 (H) | INVESCO OPPENHEIMER INTERNATIONAL SMALL MID COMPANY FUND CLASS Y | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2020 | Amy C. Barrett | INDIANA 529 PLAN #1 (H) | DODGE & COX INTERNATIONAL PORTFOLIO | | NONE | $15,000 or less | Cash Market | DISTRIBUTED
(PART) | 2020-12-16 | $15,000 or less | |
2020 | Stephen G. Breyer | TIAA/CREF RETIREMENT ACCOUNTS | TIAA/CREF - CREF STOCK R2 | $5,001 - $15,000 | INT./DIV. | $50,001 - $100,000 | Cash Market | | | | |
2019 | Ruth B. Ginsburg | TIAA CREF IRA #1 (H) | TC INTL EQ IDX RET | $1,000 or less | INT./DIV. | $15,000 or less | Cash Market | DISTRIBUTED
(PART) | 2019-03-28 | $15,000 or less | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | WICHITA, KS WTR & SWR UTIL REV 5%, 10/1/2024 | $1,001 - $2,500 | INTEREST | $50,001 - $100,000 | Cash Market | | | | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | NUVEEN HIGH YIELD MUNI BOND | $1,001 - $2,500 | INTEREST | | | SOLD | 2019-05-06 | $15,001 - $50,000 | $1,001 - $2,500 |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #1 (H) | USAA SMALL CAP STOCK FD | $15,001 - $50,000 | DIVIDEND | $250,001 - $500,000 | Cash Market | | | | |
2019 | Neil M. Gorsuch | SEP IRA ACCT #1 (H) | USAA MONEY MKT FD | | DIVIDEND | $15,000 or less | Cash Market | | | | |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | USAA TAX EXEMPT SHORT TERM RETAIL | $1,000 or less | DIVIDEND | | | BUY
(ADD'L) | 2019-01-16 | $15,000 or less | |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #3 (H) F/K/A BROKERAGE ACCT #4 | USAA TAX EXEMPT MONEY MKT FD | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2020 | Neil M. Gorsuch | IRA ACCT #1 (H) | ISHARES CORE S&P US VALUE ETF | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | SOLD
(PART) | 2020-11-18 | $15,000 or less | $1,000 or less |
2020 | Neil M. Gorsuch | IRA ACCT #2 (H) | ISHARES CORE S&P 500 ETF | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | BUY
(ADD'L) | 2020-07-22 | $15,000 or less | |
2020 | Neil M. Gorsuch | IRA ACCT #2 (H) | SCHWAB GOVT MONEY MARKET FUND | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | SOLD
(PART) | 2020-12-18 | $15,000 or less | |
2020 | Neil M. Gorsuch | SEP IRA ACCT #1 (H) | ISHARES TRUST CORE MSCI EAFE ETF (SEE PART VIII) | $1,000 or less | DIVIDEND | | | MERGED
(WITH LINE 47) | 2020-08-13 | $15,001 - $50,000 | |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | USAA TAX EXEMPT MONEY MARKET | $1,000 or less | DIVIDEND | | | BUY
(ADD'L) | 2020-04-15 | $15,000 or less | |
2019 | Elena Kagan | BROKERAGE ACCT #4 (H) | VANGUARD TOTAL INTL STOCK INDEX ADMIRAL | $1,001 - $2,500 | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2020 | Elena Kagan | BROKERAGE ACCT #4 (H) | VANGUARD - GNMA FUND INVESTOR SHARES | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2019 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | JANE BRAIN, LLC (SEE PART VIII) | | NONE | $15,000 or less | Book Value | | | | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | LAM RESEARCH (COMMON) LRCX | $1,001 - $2,500 | DIVIDEND | $100,001 - $250,000 | Cash Market | | | | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | DODGE & COX STOCK DODGX | | NONE | | | SOLD
(PART) | 2020-02-18 | $15,000 or less | $1,000 or less |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | VAN ECK GLOBAL GHAYX | | NONE | | | SOLD | 2020-02-18 | $50,001 - $100,000 | |
2020 | John G. Roberts, Jr. | TRUST #1 (H) (X) (SEE PART VIII.) | MICROSOFT CORP. (COMMON) MSFT (X) | | NONE | | | SOLD | 2020-02-14 | $15,001 - $50,000 | $5,001 - $15,000 |
2020 | John G. Roberts, Jr. | TRUST #1 (H) (X) (SEE PART VIII.) | METROPOLITAN LIFE INS CO PPA VAR ANNUITY (X) | | NONE | | | CLOSED | 2020-02-02 | $15,000 or less | |
2019 | Sonia Sotomayor | MORGAN STANLEY DOMESTIC HOLDINGS, INC. (H) | ISHARES INC MSCI JAPAN (ETF) | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | BUY
(ADD'L) | 2019-04-18 | $15,000 or less | |
2019 | Clarence Thomas | VANGUARD IRA (H) | VANGUARD EMERGING MARKETS STOCK INDEX ADMIRAL CL VEMAX | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2019 | Stephen G. Breyer | TRUST | VANGUARD DIVIDEND GROWTH FUND -IV | $5,001 - $15,000 | INT/DIV | $250,001 - $500,000 | Cash Market | | | | |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #3 (H) | T. ROWE PRICE VA T/F BOND FD | $5,001 - $15,000 | DIVIDEND | $100,001 - $250,000 | Cash Market | BUY
(ADD'L) | 2019-06-04 | $15,000 or less | |
2020 | Samuel A. Alito | ROTH IRA (H) | TJX COS INC | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #1 (H) | RAYTHEON TECHNOLOGIES CORP (FORMERLY UNITED TECHNOLOGIES CORP) | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #3 (H) | ISHARES NATIONAL MUNI BOND ETF | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | BUY
(ADD'L) | 2020-06-30 | $15,000 or less | |
2020 | Amy C. Barrett | BROKERAGE ACCOUNT #2 (H) | AMERICAN FUNDS AMCAP F2 | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2020 | Amy C. Barrett | IRA #1 (H) | NEUBERGER BERMAN REAL ESTATE FUND INSTITUTIONAL CLASS | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | BUY | 2020-10-22 | $15,000 or less | |
2020 | Amy C. Barrett | INDIANA 529 PLAN #1 (H) | VANGUARD BOND INDEX PORTFOLIO | | NONE | $15,000 or less | Cash Market | DISTRIBUTED
(PART) | 2020-07-27 | $15,000 or less | |
2020 | Stephen G. Breyer | TIAA/CREF RETIREMENT ACCOUNTS | SK-N-A NATIONAL BANK SAVINGS ACCT | $1,000 or less | INTEREST | $15,000 or less | Cash Market | | | | |
2019 | Ruth B. Ginsburg | TIAA CREF IRA #1 (H) | TC SM CAP EQ RET | $1,000 or less | INT./DIV. | $15,000 or less | Cash Market | DISTRIBUTED
(PART) | 2019-03-28 | $15,000 or less | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | PA ST SECOND SERIES, 5%, 4/15/23 | $1,001 - $2,500 | INTEREST | | | SOLD | 2019-04-15 | $50,001 - $100,000 | $1,000 or less |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | PIMCO EMERGING LOCAL BOND | $1,001 - $2,500 | INT./DIV. | | | SOLD
(PART) | 2019-04-01 | $15,000 or less | $1,000 or less |
2019 | Neil M. Gorsuch | IRA ACCT #2 (H) | ISHARES TR BARCLAYS 7 10 YR | $1,000 or less | DIVIDEND | | | SOLD | 2019-12-05 | $15,000 or less | $1,000 or less |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | BALTIMORE MD REV BDS SER B 5% 7/1/32 | $1,001 - $2,500 | INTEREST | $15,001 - $50,000 | Cash Market | | | | |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | MARYLAND ST TRANSN AUTH FACS 3.125% 7/1/35 | | NONE | $15,001 - $50,000 | Cash Market | BUY | 2019-12-09 | $15,001 - $50,000 | |
2020 | Neil M. Gorsuch | IRA ACCT #1 (H) | ISHARES CORE S&P MID-CAP ETF | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | SOLD
(PART) | 2020-11-18 | $15,000 or less | $1,000 or less |
2020 | Neil M. Gorsuch | IRA ACCT #2 (H) | ISHARES CORE S&P 500 ETF | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | SOLD
(PART) | 2020-06-04 | $15,000 or less | $1,000 or less |
2020 | Neil M. Gorsuch | IRA ACCT #2 (H) | SCHWAB GOVT MONEY MARKET FUND | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | BUY
(ADD'L) | 2020-12-16 | $15,000 or less | |
2020 | Neil M. Gorsuch | SEP IRA ACCT #1 (H) | ISHARES TRUST CORE MSCI EAFE ETF (SEE PART VIII) | $1,000 or less | DIVIDEND | | | SOLD
(PART) | 2020-04-07 | $15,000 or less | |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | USAA TAX EXEMPT MONEY MARKET | $1,000 or less | DIVIDEND | | | SOLD
(PART) | 2020-04-14 | $15,000 or less | |
2019 | Elena Kagan | BROKERAGE ACCT #4 (H) | VANGUARD TOTAL STOCK MKT INDEX ADM | $5,001 - $15,000 | DIVIDEND | $250,001 - $500,000 | Cash Market | | | | |
2020 | Elena Kagan | BROKERAGE ACCT #4 (H) | BNY MELLON US MORTGAGE FUND INC - CLASS Z | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2019 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | DODGE & COX FDS INTERNATIONAL STOCK DODFX | $5,001 - $15,000 | DIVIDEND | $250,001 - $500,000 | Cash Market | SOLD
(PART) | 2019-04-17 | $15,000 or less | $1,000 or less |
2019 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | TRIBUTARY SM CO INSTL IP FOSBX | | NONE | $250,001 - $500,000 | Cash Market | BUY | 2019-12-20 | $250,001 - $500,000 | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | DODGE & COX STOCK DODGX | | NONE | | | BUY
(ADD'L) | 2020-02-18 | $15,001 - $50,000 | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | BOST.PTNRS. L/S RSRCH. FUND BPIRX | | NONE | $50,001 - $100,000 | Cash Market | SOLD
(PART) | 2020-03-18 | $15,000 or less | |
2020 | John G. Roberts, Jr. | TRUST #1 (H) (X) (SEE PART VIII.) | METLIFE INC. (COMMON) MET (X) | $1,000 or less | DIVIDEND | | | SOLD | 2020-02-14 | $15,000 or less | $1,000 or less |
2020 | John G. Roberts, Jr. | TRUST #1 (H) (X) (SEE PART VIII.) | DREYFUS GOVT CASH MGMT FDS INSTL SHS (X) | $1,000 or less | DIVIDEND | | | SOLD | 2020-02-19 | $100,001 - $250,000 | |
2019 | Sonia Sotomayor | MORGAN STANLEY DOMESTIC HOLDINGS, INC. (H) | ISHARES INC MSCI JAPAN (ETF) | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | BUY
(ADD'L) | 2019-03-27 | $15,000 or less | |
2019 | Clarence Thomas | VANGUARD IRA (H) | VANGUARD FEDERAL MONEY MARKET FUND | $1,000 or less | DIVIDEND | $50,001 - $100,000 | Cash Market | | | | |
2019 | Stephen G. Breyer | TRUST | VANGUARD 500 INDEX FUND | $5,001 - $15,000 | INT/DIV | $500,001 - $1,000,000 | Cash Market | | | | |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #3 (H) | T. ROWE PRICE VA T/F BOND FD | $5,001 - $15,000 | DIVIDEND | $100,001 - $250,000 | Cash Market | BUY
(ADD'L) | 2019-07-01 | $15,001 - $50,000 | |
2020 | Samuel A. Alito | ROTH IRA (H) | VANGUARD TARGET RETIREMENT ACCT 2015 | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY
(ADD'L) | 2020-03-25 | $15,000 or less | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #1 (H) | SEALED AIR CORP | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #3 (H) | ISHARES NATIONAL MUNI BOND ETF | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | BUY
(ADD'L) | 2020-07-20 | $15,000 or less | |
2020 | Amy C. Barrett | BROKERAGE ACCOUNT #2 (H) | AMERICAN FUNDS AMERICAN MUTUAL FUND F2 | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2020 | Amy C. Barrett | IRA #1 (H) | PIMCO FUNDS INCOME FD P | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2020 | Amy C. Barrett | INDIANA 529 PLAN #1 (H) | VANGUARD BOND INDEX PORTFOLIO | | NONE | $15,000 or less | Cash Market | DISTRIBUTED
(PART) | 2020-12-16 | $15,000 or less | |
2020 | Stephen G. Breyer | TIAA/CREF RETIREMENT ACCOUNTS | PEARSON PLC ORD. STOCK | $5,001 - $15,000 | DIVIDEND | $100,001 - $250,000 | Cash Market | SOLD
(PART) | 2020-06-24 | $15,001 - $50,000 | $15,001 - $50,000 |
2019 | Ruth B. Ginsburg | TIAA CREF IRA #1 (H) | TC INTL LNKD BOND RET | $1,000 or less | INTEREST | $15,000 or less | Cash Market | DISTRIBUTED
(PART) | 2019-03-28 | $15,000 or less | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | FL ST BD OF EDUC LOTTERY REV, 5%, 8/1/18 | $1,001 - $2,500 | INTEREST | $50,001 - $100,000 | Cash Market | | | | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | PIMCO EMERGING LOCAL BOND | $1,001 - $2,500 | INT./DIV. | | | SOLD | 2019-04-22 | $15,001 - $50,000 | $1,000 or less |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #1 (H) | 529 PLANS - VA EDUC SAVINGS TRUST (AGE BASED) | | NONE | $250,001 - $500,000 | Cash Market | SOLD
(PART) | 2019-05-21 | $15,000 or less | $2,501 - $5,000 |
2019 | Neil M. Gorsuch | SEP IRA ACCT #1 (H) | ISHARES CORE S&P 500 ETF | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | SOLD
(PART) | 2019-02-11 | $15,000 or less | |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | USAA TAX EXEMPT SHORT TERM RETAIL | $1,000 or less | DIVIDEND | | | BUY | 2019-02-11 | $15,000 or less | |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #3 (H) F/K/A BROKERAGE ACCT #4 | USAA TREASURY MONEY MKT FD | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY
(ADD'L) | 2019-03-06 | $15,001 - $50,000 | |
2020 | Neil M. Gorsuch | IRA ACCT #1 (H) | ISHARES CORE S&P SMALL-CAP ETF | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY
(ADD'L) | 2020-01-08 | $15,000 or less | |
2020 | Neil M. Gorsuch | IRA ACCT #2 (H) | ISHARES CORE S&P 500 ETF | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | SOLD
(PART) | 2020-11-18 | $15,000 or less | $1,000 or less |
2020 | Neil M. Gorsuch | IRA ACCT #2 (H) | ISHARES CORE 1 5 YEAR USD BOND ETF | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | BUY | 2020-07-22 | $15,000 or less | |
2020 | Neil M. Gorsuch | SEP IRA ACCT #1 (H) | ISHARES INC CORE MSCI EMERGING MKTS ETF (SEE PART VIII) | $1,000 or less | DIVIDEND | | | MERGED
(WITH LINE 50) | 2020-08-13 | $15,000 or less | |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | USAA TAX EXEMPT MONEY MARKET | $1,000 or less | DIVIDEND | | | SOLD | 2020-05-26 | $15,000 or less | |
2019 | Elena Kagan | BROKERAGE ACCT #4 (H) | UNIV. OF CHICAGO RET - TIAA TRADITIONAL GUARANTEED FIXED ANNUITY | $2,501 - $5,000 | INTEREST | $50,001 - $100,000 | Cash Market | | | | |
2020 | Elena Kagan | BROKERAGE ACCT #4 (H) | CHARLES SCHWAB MONEY MARKET FUND ACCOUNT | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | DISTRIBUTED
(PART) | 2020-06-05 | $15,000 or less | |
2019 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | PRINCIPAL MIDCAP INSTITUTIONAL PCBIX | $15,001 - $50,000 | DIVIDEND | $250,001 - $500,000 | Cash Market | BUY
(ADD'L) | 2019-01-15 | $15,000 or less | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | TEXAS INSTRUMENTS (COMMON) TXN | $5,001 - $15,000 | DIVIDEND | $500,001 - $1,000,000 | Cash Market | | | | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | DODGE & COX STOCK DODGX | | NONE | | | SOLD | 2020-03-18 | $250,001 - $500,000 | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | CHARLES SCHWAB BANK ACCOUNT | $1,000 or less | INTEREST | $50,001 - $100,000 | Cash Market | | | | |
2020 | John G. Roberts, Jr. | TRUST #1 (H) (X) (SEE PART VIII.) | NEXTERA ENERGY INC. (COMMON) NEE (X) | | NONE | | | SOLD | 2020-02-14 | $15,001 - $50,000 | $2,501 - $5,000 |
2020 | John G. Roberts, Jr. | INVESTMENT ACCOUNT #1 (H) | AMERICAN BALANCED CL F2 AMBFX | $5,001 - $15,000 | DIVIDEND | $100,001 - $250,000 | Cash Market | BUY | 2020-03-23 | $50,001 - $100,000 | |
2019 | Sonia Sotomayor | MORGAN STANLEY DOMESTIC HOLDINGS, INC. (H) | INVESCO NATIONAL AMT - FREE MUNI (PZA) | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY
(ADD'L) | 2019-12-31 | $15,000 or less | |
2019 | Clarence Thomas | VANGUARD IRA (H) | VANGUARD SMALL CAP VALUE INDEX ADMIRAL CL (VSIAX) | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | | | | |
2019 | Stephen G. Breyer | TRUST | DODGE & COX INTERNATIONAL STOCK FUND | $2,501 - $5,000 | INT/DIV | $50,001 - $100,000 | Cash Market | | | | |
2019 | Samuel A. Alito | INVESTMENT ACCOUNT #3 (H) | T. ROWE PRICE VA T/F BOND FD | $5,001 - $15,000 | DIVIDEND | $100,001 - $250,000 | Cash Market | BUY
(ADD'L) | 2019-08-27 | $15,000 or less | |
2020 | Samuel A. Alito | ROTH IRA (H) | PNC BANK ACCOUNTS | | NONE | $100,001 - $250,000 | Cash Market | | | | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #1 (H) | TJX COS INC | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2020 | Samuel A. Alito | INVESTMENT ACCOUNT #3 (H) | ISHARES NATIONAL MUNI BOND ETF | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | BUY
(ADD'L) | 2020-11-16 | $15,000 or less | |
2020 | Amy C. Barrett | BROKERAGE ACCOUNT #2 (H) | BLACKROCK GLOBAL LONG/SHORT CREDIT INSTITUTIONAL | | NONE | | | SOLD | 2020-06-03 | $15,000 or less | |
2020 | Amy C. Barrett | IRA #1 (H) | PRIMECAP ODYSSEY FUNDS GROWTH FUND | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2020 | Amy C. Barrett | LOUISIANA 529 PLAN #2 (H) | LOUISIANA PRINCIPAL PROTECTION FUND | $1,000 or less | INTEREST | $15,000 or less | Cash Market | | | | |
2020 | Stephen G. Breyer | TIAA/CREF RETIREMENT ACCOUNTS | PEARSON PLC ORD. STOCK | $5,001 - $15,000 | DIVIDEND | $100,001 - $250,000 | Cash Market | SOLD
(PART) | 2020-07-08 | $15,001 - $50,000 | $15,001 - $50,000 |
2019 | Ruth B. Ginsburg | TIAA CREF IRA #1 (H) | TC BOND RET | $1,000 or less | INTEREST | $15,000 or less | Cash Market | DISTRIBUTED
(PART) | 2019-03-28 | $15,000 or less | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | LOUDON CTY VA ECO DEV 5%, 11/12/2015 | $1,001 - $2,500 | INTEREST | $15,001 - $50,000 | Cash Market | | | | |
2019 | Ruth B. Ginsburg | TIAA IRA # 2 (H) | T ROWE PRICE SUMMIT MUNI INTERMEDIATE | $1,001 - $2,500 | INT./DIV. | | | SOLD | 2019-04-22 | $50,001 - $100,000 | $1,000 or less |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #1 (H) | 529 PLANS - VA EDUC SAVINGS TRUST (AGE BASED) | | NONE | $250,001 - $500,000 | Cash Market | SOLD
(PART) | 2019-09-16 | $15,001 - $50,000 | $15,001 - $50,000 |
2019 | Neil M. Gorsuch | SEP IRA ACCT #1 (H) | ISHARES CORE S&P 500 ETF | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | BUY
(ADD'L) | 2019-04-11 | $15,000 or less | |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | USAA TAX EXEMPT SHORT TERM RETAIL | $1,000 or less | DIVIDEND | | | SOLD
(PART) | 2019-03-22 | $15,000 or less | $1,000 or less |
2019 | Neil M. Gorsuch | BROKERAGE ACCT #3 (H) F/K/A BROKERAGE ACCT #4 | USAA FEDERAL SAVINGS BANK CD 3/6/2019 | $1,000 or less | INTEREST | | | MATURED | 2019-03-06 | $15,001 - $50,000 | |
2020 | Neil M. Gorsuch | IRA ACCT #1 (H) | ISHARES CORE S&P SMALL-CAP ETF | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | SOLD
(PART) | 2020-02-11 | $15,000 or less | $1,000 or less |
2020 | Neil M. Gorsuch | IRA ACCT #2 (H) | ISHARES CORE S&P 500 ETF | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | BUY
(ADD'L) | 2020-12-16 | $15,000 or less | |
2020 | Neil M. Gorsuch | IRA ACCT #2 (H) | ISHARES CORE 1 5 YEAR USD BOND ETF | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | BUY
(ADD'L) | 2020-11-18 | $15,000 or less | |
2020 | Neil M. Gorsuch | SEP IRA ACCT #1 (H) | ISHARES CORE U.S. AGGREGATE BOND ETF (SEE PART VIII) | $1,000 or less | DIVIDEND | | | SOLD
(PART) | 2020-03-11 | $15,000 or less | $1,000 or less |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | ALIEF TEX INDPT SCH DIST ULT TAX SCH 4% 2/15/30 BLDG BDS SER 2018 | $1,001 - $2,500 | INTEREST | $15,001 - $50,000 | Cash Market | | | | |
2019 | Elena Kagan | BROKERAGE ACCT #4 (H) | UNIV. OF CHICAGO RET - CREF STOCK QCSTIX | | NONE | $50,001 - $100,000 | Cash Market | | | | |
2020 | Elena Kagan | BROKERAGE ACCT #4 (H) | SCHWAB S&P 500 INDEX FUND | $5,001 - $15,000 | DIVIDEND | $250,001 - $500,000 | Cash Market | | | | |
2019 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | PRINCIPAL MIDCAP INSTITUTIONAL PCBIX | $15,001 - $50,000 | DIVIDEND | $250,001 - $500,000 | Cash Market | BUY
(ADD'L) | 2019-04-12 | $15,000 or less | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | THERMO FISHER (COMMON) TMO | $1,001 - $2,500 | DIVIDEND | $500,001 - $1,000,000 | Cash Market | | | | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | INVESCO DEVELOPING MARKETS ODVYX | $1,001 - $2,500 | DIVIDEND | $500,001 - $1,000,000 | Cash Market | BUY
(ADD'L) | 2020-02-18 | $15,001 - $50,000 | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | C. SCHWAB VALUE ADVANTAGE M. FUND SWVXX | $1,000 or less | DIVIDEND | $100,001 - $250,000 | Cash Market | | | | |
2020 | John G. Roberts, Jr. | TRUST #1 (H) (X) (SEE PART VIII.) | PHILIP MORRIS INTL INC. (COMMON) PM (X) | $1,000 or less | DIVIDEND | | | SOLD | 2020-02-14 | $15,000 or less | $1,000 or less |
2020 | John G. Roberts, Jr. | INVESTMENT ACCOUNT #1 (H) | AMERICAN BALANCED CL F2 AMBFX | $5,001 - $15,000 | DIVIDEND | $100,001 - $250,000 | Cash Market | SOLD
(PART) | 2020-03-31 | $15,000 or less | $1,000 or less |
2020 | Sonia Sotomayor | | CITIBANK, N.A. ACCOUNTS | $1,000 or less | INTEREST | $250,001 - $500,000 | Cash Market | | | | |
2019 | Clarence Thomas | VANGUARD IRA (H) | VANGUARD TOT AL INTL STOCK INDEX ADMIRAL CL (VTIAX) | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #2 (H) | USAA TAX EXEMPT MONEY MARKET | $1,000 or less | DIVIDEND | | | BUY
(ADD'L) | 2020-02-03 | $15,000 or less | |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #4 (H) | CAPITAL ONE 360 SAVINGS | | NONE | $100,001 - $250,000 | Cash Market | | | | |
2020 | Elena Kagan | BROKERAGE ACCT #4 (H) | IRA #2 - VANGUARD FED MONEY MKT FUND | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | | | | |
2019 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | WELLS FARGO ABSOLUTE RETURN FUND WABIX | $15,001 - $50,000 | DIVIDEND | $500,001 - $1,000,000 | Cash Market | BUY
(ADD'L) | 2019-02-15 | $15,000 or less | |
2019 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | BOST.PTNRS. L/S RSRCH. FUND BPIRX | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | BUY
(ADD'L) | 2019-04-12 | $15,000 or less | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | PRINCIPAL MIDCAP INSTITUTIONAL PCBIX | $5,001 - $15,000 | DIVIDEND | $500,001 - $1,000,000 | Cash Market | BUY
(ADD'L) | 2020-03-18 | $15,001 - $50,000 | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | WELLS FARGO IRA / INV. CO. AMER. CLASS C AICCX | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | BUY
(ADD'L) | 2020-03-19 | $15,000 or less | |
2020 | John G. Roberts, Jr. | TRUST #1 (H) (X) (SEE PART VIII.) | JOHNSON & JOHNSON (COMMON) JNJ (X) | | NONE | | | SOLD | 2020-02-14 | $15,001 - $50,000 | $1,000 or less |
2020 | John G. Roberts, Jr. | TRUST #1 (H) (X) (SEE PART VIII.) | LOOMIS SAYLES STRATEGIC INCOME CL Y NEZYX (X) | $1,000 or less | DIVIDEND | | | SOLD | 2020-02-14 | $15,001 - $50,000 | $1,000 or less |
2019 | Sonia Sotomayor | MORGAN STANLEY DOMESTIC HOLDINGS, INC. (H) | PIMCO ENHANCED SHRT MTRT EXC | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | BUY
(ADD'L) | 2019-12-31 | $15,000 or less | |
2019 | Clarence Thomas | TD AMERITRADE, IRA (H) | TD AMERITRADE MONEY MARKET ACCOUNT | $1,000 or less | INTEREST | | | SOLD | 2019-05-14 | $15,000 or less | |
2019 | Stephen G. Breyer | TRUST | VANGUARD WINDSOR FUND | $5,001 - $15,000 | INT/DIV | $50,001 - $100,000 | Cash Market | | | | |
2020 | Neil M. Gorsuch | BROKERAGE ACCT #4 (H) | SCHWAB MUNI MONEY FUND | $1,000 or less | DIVIDEND | $15,000 or less | Cash Market | BUY | 2020-05-26 | $15,000 or less | |
2020 | Elena Kagan | BROKERAGE ACCT #4 (H) | IRA #2 - VANGUARD TOTAL BOND MKT INDEX ADMIRAL SHS | $1,000 or less | DIVIDEND | $15,001 - $50,000 | Cash Market | | | | |
2019 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | WELLS FARGO ABSOLUTE RETURN FUND WABIX | $15,001 - $50,000 | DIVIDEND | $500,001 - $1,000,000 | Cash Market | BUY
(ADD'L) | 2019-01-15 | $15,000 or less | |
2019 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | METLIFE GVUL PUT.GRO. OPPS. | | NONE | $15,001 - $50,000 | Cash Market | | | | |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | PRINCIPAL MIDCAP INSTITUTIONAL PCBIX | $5,001 - $15,000 | DIVIDEND | $500,001 - $1,000,000 | Cash Market | SOLD
(PART) | 2020-02-18 | $50,001 - $100,000 | $15,001 - $50,000 |
2020 | John G. Roberts, Jr. | ALLEGIS GROUP RET. PLAN (H) | GOLDMAN FINL SQ TREAS MONEY MARKET FUND FTIXX | $1,000 or less | DIVIDEND | $50,001 - $100,000 | Cash Market | BUY
(ADD'L) | 2020-10-27 | $15,000 or less | |
2020 | John G. Roberts, Jr. | TRUST #1 (H) (X) (SEE PART VIII.) | JPMORGAN CHASE & CO. (COMMON) JPM (X) | $1,000 or less | DIVIDEND | | | SOLD | 2020-02-14 | $15,001 - $50,000 | |
2020 | John G. Roberts, Jr. | TRUST #1 (H) (X) (SEE PART VIII.) | LOCKHEED MARTIN CORP. (COMMON) LMT (X) | | NONE | | | SOLD | 2020-02-14 | $15,000 or less | $1,001 - $2,500 |
2019 | Sonia Sotomayor | MORGAN STANLEY DOMESTIC HOLDINGS, INC. (H) | PIMCO ENHANCED SHRT MTRT EXC | $1,001 - $2,500 | DIVIDEND | $50,001 - $100,000 | Cash Market | BUY
(ADD'L) | 2019-04-18 | $15,000 or less | |
2019 | Clarence Thomas | TD AMERITRADE, IRA (H) | TD AMERITRADE REIT | $1,000 or less | DIVIDEND | | | SOLD | 2019-05-14 | $15,000 or less | |
2019 | Stephen G. Breyer | TRUST | TAI SHAN FUND | $1,001 - $2,500 | INT/DIV | $50,001 - $100,000 | Cash Market | | | | |
2019 | Stephen G. Breyer | TIAA/CREF RETIREMENT ACCOUNTS | TOPGOLF INTERNATIONAL, INC. | | NONE | $50,001 - $100,000 | Estimated | | | | |