← Back to Politics

John Rose's Trade Disclosure

Filing Date:2025-07-07
Party:republican
District:TN-6

On July 7, 2025, John Rose, a politician from Tennessee's 6th District, filed a financial disclosure revealing a series of significant trades executed on June 3, 2025. The transactions predominantly involved selling substantial holdings across various mutual funds and technology stocks.

John Rose divested from multiple American Funds mutual funds, including:

  1. American Funds Growth Fund of America Fund Class A (AGTHX): Sold shares valued between $500,001 and $1,000,000.
  2. American Funds EuroPacific Growth Fund Class A (AEPGX): Sold shares valued between $250,001 and $500,000.
  3. American Funds Smallcap World Fund Class A (SMCWX): Sold shares in two separate transactions, each valued between $500,001 and $1,000,000.
  4. American Funds Investment Company of America Fund Class A (AIVSX): Sold shares valued between $250,001 and $500,000.

In addition to mutual funds, Rose also sold shares of major technology companies:

  1. Alphabet Inc. - Class C Capital Stock (GOOG): Sold shares valued between $250,001 and $500,000.
  2. Alphabet Inc. - Class A Common Stock (GOOGL): Sold a larger tranche of shares valued between $1,000,001 and $5,000,000.
  3. Microsoft Corporation - Common Stock (MSFT): Sold shares valued between $250,001 and $500,000.

In contrast to these sales, Rose made a significant purchase in a money market fund:

  1. JPMorgan U.S. Government Money Market Fund Capital Class (OGVXX): Bought shares valued between $1,000,001 and $5,000,000.

This series of transactions indicates a strategic shift in Rose's investment portfolio, potentially moving away from equity and mutual funds towards more conservative, liquid assets such as a government money market fund. This could reflect a repositioning to reduce risk or capitalize on different market conditions.

Transaction DateTypeSymbolAmountNotes
Jun 3, 2025Sell$500,001 - $1,000,000AMERICAN FUNDS SMALLCAP WORLD FUND CL A M/F (SMCWX) [OT]
Jun 3, 2025Sell$250,001 - $500,000AMERICAN FUNDS EUPAC FUND CL A M/F (Symbol: AEPGX) [OT]
Jun 3, 2025Sell$500,001 - $1,000,000AMERICAN FUNDS GROWTH FUND OF AMERICA FUND CL A M/F (Symbol: AGTHX) [OT]
Jun 3, 2025Sell$250,001 - $500,000AMERICAN FUNDS CAPITAL WORLD GROWTH & INCOME FD CL A M/F (Symbol: CWGIX) [OT]
Jun 3, 2025Sell$250,001 - $500,000Alphabet Inc. - Class C Capital Stock (GOOG) [ST]
Jun 3, 2025Sell$1,000,001 - $5,000,000Alphabet Inc. - Class A Common Stock (GOOGL) [ST]
Jun 3, 2025Sell$250,001 - $500,000Microsoft Corporation - Common Stock (MSFT) [ST]
Jun 3, 2025Buy$1,000,001 - $5,000,000JPMORGAN U.S. GOVERNMENT MONEY MARKET FD CAPITAL CL M/M (Symbol: OGVXX) [OT]
Jun 3, 2025Sell$500,001 - $1,000,000AMERICAN FUNDS SMALLCAP WORLD FUND CL A M/F (Symbol: SMCWX) [OT]
Jun 3, 2025Sell$250,001 - $500,000AMERICAN FUNDS INVESTMENT CO OF AMERICA FD CL A M/F (Symbol: AIVSX) [OT]