CapitolMarkets
Morgan McGarvey
U.S. Representative

Morgan McGarvey

DHouseKentucky · District 03

U.S. Representative (D) for Kentucky, 47 years old, formerly attorney.

Tenure
Representative since 2023
Born
Louisville, Jefferson County, Ky., 1979
Prior career
  • attorney
  • lawyer
Full biography

MCGARVEY, Morgan, a Representative from Kentucky; born in Louisville, Jefferson County, Ky., December 23, 1979; graduated from duPont Manual High School, Louisville, Ky., 1998; B.A., University of Missouri, Columbia, Missouri, 2002; J.D., University of Kentucky, Lexington, Kentucky, 2007; staff, United States Representative A. B. (Ben) Chandler of Kentucky, 2004; staff, Office of the Attorney General, State of Kentucky; lawyer, private practice; member of the Kentucky state senate, 2013-2023; elected as a Democrat to the One Hundred Eighteenth and to the succeeding Congress (January 3, 2023-present).

Source: U.S. Congress Bioguide / public-record corporate filings.

Year-to-date performance
No priced trades disclosed this year yet.
Numbers populate once a disclosed trade is in a public-equity ticker we can price.
Profitable trades
No activity in window
House rank
23
Total trades
$0
Volume YTD
112d
Avg hold
0
Conflicts

Public financial disclosure

Self-reported on House Form A — values are disclosed as ranges, not exact dollars.

Disclosed net worth
5 sector overlaps
$105.4K $1.9M
Assets minus liabilities, summed across the 25+ disclosed positions.
Liabilities
$100K$250K
Form
Amendment Report 2023
Filed
December 2024
Holdings in agency’s regulated sectors

Disclosed positions whose sector overlaps with this agency’s jurisdiction. Structural — not an accusation of wrongdoing. Cabinet officials typically divest these at confirmation.

  • Republic Bank Savings$15,001 - $50,000
    Financial ServicesRepresentative on 2 committees including Committee on Small Business holds Financial Services-sector security; this committee has substantive jurisdiction over this sector.
  • Republic Bank Checking$1,001 - $15,000
    Financial ServicesRepresentative on 2 committees including Committee on Small Business holds Financial Services-sector security; this committee has substantive jurisdiction over this sector.
  • SCHWCharles Schwab Corporation$1,001 - $15,000
    BankingRepresentative on 2 committees including Committee on Small Business holds Banking-sector security; this committee has substantive jurisdiction over this sector.
  • CLRBCellectar Biosciences, Inc.$1 - $1,000
    PharmaceuticalRepresentative on 2 committees including Committee on Small Business holds Pharmaceutical-sector security; this committee has substantive jurisdiction over this sector.
  • CLRBCellectar Biosciences, Inc.$1 - $1,000
    PharmaceuticalRepresentative on 2 committees including Committee on Small Business holds Pharmaceutical-sector security; this committee has substantive jurisdiction over this sector.
View original filing (PDF)
Largest holdings
  1. 1.Target Enrollment 2032$50,001 - $100,000
  2. 2.Chris IRA Cash$50,001 - $100,000
  3. 3.Target Enrollment 2032$50,001 - $100,000
  4. 4.SCHXSchwab U.S. Large-Cap ETF$15,001 - $50,000
  5. 5.DIASPDR Dow Jones Industrial Average ETF Trust$15,001 - $50,000
  6. 6.Republic Bank SavingsFinancial Services$15,001 - $50,000
  7. 7.Joint Brokerage Cash$15,001 - $50,000
  8. 8.Results By Design LLC$15,001 - $50,000
  9. 9.JPSTJPMorgan Ultra-Short Income ETF$15,001 - $50,000
  10. 10.IQLTiShares MSCI Intl Quality Factor ETF$15,001 - $50,000
  11. 11.SCHDSchwab US Dividend Equity ETF$15,001 - $50,000
  12. 12.SCHDSchwab US Dividend Equity ETF$1,001 - $15,000
  13. 13.VOVanguard Mid-Cap ETF$1,001 - $15,000
  14. 14.IQLTiShares MSCI Intl Quality Factor ETF$1,001 - $15,000
  15. 15.NTIAXColumbia Fds Srs Tr,. Columbia MidCap Index Fund Class A$1,001 - $15,000
  16. 16.DEVLXDelaware Small Cap Value Fund A Class$1,001 - $15,000
  17. 17.Series I Savings Bond$1,001 - $15,000
  18. 18.SCHMSchwab U.S. Mid Cap ETF$1,001 - $15,000
  19. 19.DIASPDR Dow Jones Industrial Average ETF$1,001 - $15,000
  20. 20.Morgan Roth Cash$1,001 - $15,000
  21. 21.VBKVanguard Small-Cap Growth ETF$1,001 - $15,000
  22. 22.VIGVanguard Div Appreciation ETF$1,001 - $15,000
  23. 23.AMZNAmazon.com, Inc. - Common Stock$1,001 - $15,000
  24. 24.VPUVanguard Utilities ETF$1,001 - $15,000
  25. 25.Chris Roth Cash$1,001 - $15,000

Track record by window

5 years
+$35.7K
+63.8%
Gross flow$208.5K
Trades23
Bought / Sold7·16
Open book30%
Public-record gap+24.8%

Disclosed trades · 23

All filings →
Filed Dec 10, 2024·traded Nov 13, 2024
sold(AMZN)(AMZN)$1K-$15K
27 days to disclose
Flat·+0.0%
+57.3% vs S&P 500
Filed Dec 10, 2024·traded Nov 13, 2024
soldTesla, Inc. - Common Stock (TSLA)(TSLA)$1K-$15K
27 days to disclose
Flat·+0.0%
+9.4% vs S&P 500
Filed Dec 10, 2024·traded Nov 13, 2024
sold(NVDA)(NVDA)$15K-$50K
27 days to disclose
Flat·+0.0%
+57.3% vs S&P 500
Filed Dec 10, 2024·traded Nov 13, 2024
sold(NVDA)(NVDA)$1K-$15K
27 days to disclose
Flat·+0.0%
+57.3% vs S&P 500
Filed Dec 10, 2024·traded Nov 13, 2024
sold(NVDA)(NVDA)$1K-$15K
27 days to disclose
Flat·+0.0%
+57.3% vs S&P 500
Filed Dec 10, 2024·traded Nov 13, 2024
sold(NVDA)(NVDA)$1K-$15K
27 days to disclose
Flat·+0.0%
+57.3% vs S&P 500
Filed Dec 10, 2024·traded Nov 13, 2024
soldStock (MSFT)(MSFT)$1K-$15K
27 days to disclose
Flat·+0.0%
+57.3% vs S&P 500
Filed Dec 10, 2024·traded Nov 13, 2024
soldShares (SHEL)(SHEL)$1K-$15K
27 days to disclose
Flat·+0.0%
+22.4% vs S&P 500
Filed Dec 10, 2024·traded Nov 13, 2024
sold(NVDA)(NVDA)$1K-$15K
27 days to disclose
Flat·+0.0%
+57.3% vs S&P 500
Filed Dec 10, 2024·traded Nov 13, 2024
sold
I
A Common Stock (IBKR)(IBKR)$1K-$15K
27 days to disclose
Flat·+0.0%
+25.7% vs S&P 500
Filed Dec 10, 2024·traded Nov 13, 2024
soldCharles Schwab Corporation (SCHW)(SCHW)$1K-$15K
27 days to disclose
Flat·+0.0%
+4.2% vs S&P 500
Filed Dec 10, 2024·traded Nov 8, 2024
sold
D
Corp. - Common Stock (DJT)(DJT)$1K-$15K
32 days to disclose
Flat·+0.0%
+20.1% vs S&P 500
Filed Dec 10, 2024·traded Nov 6, 2024
bought
D
Corp. - Common Stock (DJT)(DJT)$1K-$15K
34 days to disclose
Bad buy·$5.4K-67.2%
88.3% vs S&P 500
Filed Nov 13, 2024·traded Oct 25, 2024
boughtTesla, Inc. - Common Stock (TSLA)(TSLA)$1K-$15K
19 days to disclose
Good buy·+$4.5K+56.7%
+37.8% vs S&P 500
Filed Sep 25, 2024·traded Aug 19, 2024
soldApple Inc. - Common Stock (AAPL)(AAPL)$1K-$15K
37 days to disclose
Flat·+0.0%
+64.5% vs S&P 500
Filed Sep 25, 2024·traded Aug 13, 2024
boughtApple Inc. - Common Stock (AAPL)(AAPL)$1K-$15K
43 days to disclose
Good buy·+$3.3K+41.0%
32.2% vs S&P 500
Filed Sep 3, 2024·traded Jul 23, 2024
soldDelta Air Lines, Inc. Common Stock (DAL)(DAL)$1K-$15K
42 days to disclose
Flat·+0.0%
+38.4% vs S&P 500
Filed Jul 3, 2024·traded Jun 28, 2024
boughtDelta Air Lines, Inc. Common Stock (DAL)(DAL)$1K-$15K
5 days to disclose
Good buy·+$4.4K+54.6%
+11.6% vs S&P 500
Filed Jul 3, 2024·traded Jun 6, 2024
bought
I
Class A Common Stock (IBKR)(IBKR)$1K-$15K
27 days to disclose
Good buy·+$14.2K+177.6%
+137.2% vs S&P 500
Filed Jul 3, 2024·traded May 31, 2024
boughtStock (NVDA)(NVDA)$1K-$15K
33 days to disclose
Good buy·+$8.3K+103.2%
+27.0% vs S&P 500
Filed Nov 16, 2023·traded Oct 5, 2023
boughtCharles Schwab Corporation (SCHW)(SCHW)$1K-$15K
42 days to disclose
Good buy·+$6.4K+80.5%
+22.2% vs S&P 500
Filed Mar 23, 2023·traded Feb 28, 2023
soldAmazon.com, Inc. (AMZN)(AMZN)$1K-$15K
23 days to disclose
Flat·+0.0%
+171.2% vs S&P 500
Filed Mar 23, 2023·traded Feb 28, 2023
soldNVIDIA Corporation (NVDA)(NVDA)$1K-$15K
23 days to disclose
Flat·+0.0%
+171.2% vs S&P 500

Their record vs the S&P 500

23 priced trades compared to a same-direction S&P 500 benchmark.

Politician portfolio+$35.7K
S&P 500 benchmark$61.8K
Alpha+$97.6K
Gold line = cumulative dollar P&L · Dashed = S&P 500 over same window · Bars = monthly trade volume

Oversight committees · 7

Click any committee to see what it actually does, which sectors it regulates, and why each sector tag was attached. Sources cited.

Recent legislative activity · 36 bills

16 sponsored, 20 cosponsored in the 119th Congress. Color-coded by sector — yellow chips mark bills that overlap a sector this politician has actually traded in.