CapitolMarkets
Patrick J Toomey
U.S. Senator

Patrick J Toomey

RSenatePennsylvania
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
Senate rank
—
5
Total trades
$0
Volume YTD
—
Avg hold
0
Conflicts

Public financial disclosure

Self-reported via the Senate EFD annual disclosure — values are disclosed as ranges, not exact dollars.

Disclosed net worth
$1M – $8.4M
Assets minus liabilities, summed across the 25+ disclosed positions.
Liabilities
$750K–$1.5M
Form
Annual Report
Filed
May 2023
View original filing (PDF)
Largest holdings
  1. 1.Block Island Home$1,000,001 - $5,000,000
  2. 2.Personal Loan to Old Mill Partners$500,001 - $1,000,000
  3. 3.QQQInvesco QQQ Trust$100,001 - $250,000
  4. 4.QQQInvesco QQQ Trust$50,001 - $100,000
  5. 5.IJKiShares S&P Mid-Cap 400 Growth ETF$50,001 - $100,000
  6. 6.SPYSPDR S&P 500 ETF$50,001 - $100,000
  7. 7.IWYiShares Russell Top 200 Growth ETF$50,001 - $100,000
  8. 8.Equus Investment Partnership X, L.P.$50,001 - $100,000
  9. 9.IWFiShares Russell 1000 Growth ETF$50,001 - $100,000
  10. 10.IJTiShares S&P Small-Cap 600 Growth ETF$50,001 - $100,000
  11. 11.Morgan Stanley Bank N.A.$50,001 - $100,000
  12. 12.Patriot Financial Partners II$50,001 - $100,000
  13. 13.XLVHealth Care Select Sector SPDR Fund$15,001 - $50,000
  14. 14.XLBMaterials Select Sector SPDR$15,001 - $50,000
  15. 15.Morgan Stanley Bank N.A.$15,001 - $50,000
  16. 16.SPYGSPDR Portfolio S&P 500 Growth ETF$15,001 - $50,000
  17. 17.TBTProShares UltraShort Lehman 20 Year Treasury$15,001 - $50,000
  18. 18.RSPInvesco S&P 500 Equal Weight ETF$15,001 - $50,000
  19. 19.SPYSPDR S&P 500 ETF$15,001 - $50,000
  20. 20.GLDSPDR Gold Shares$15,001 - $50,000
  21. 21.AIRCApartment Income REIT Corp.$15,001 - $50,000
  22. 22.CAPLCrossAmerica Partners LP$15,001 - $50,000
  23. 23.IJHiShares Core S&P Mid-Cap ETF$15,001 - $50,000
  24. 24.BOXBox, Inc.$15,001 - $50,000
  25. 25.IBBiShares Nasdaq Biotechnology ETF$15,001 - $50,000

Track record by window

5 years
—
—
Gross flow$113K
Trades8
Bought / Sold6·2
Open book75%

Disclosed trades · 5

All filings →
All5Self2Joint1Dependent2
●Filed Nov 15, 2021·traded Oct 15, 2021
↑boughtSimon Property Group, Inc. Common Stock(SPG)$1K-$15K
31 days to discloseJoint
Good buy·+$3.5K+43.5%
−16.7% vs S&P 500
●Filed Aug 5, 2021·traded Dec 22, 2020
↓soldTesla, Inc.(TSLA)$1K-$15K
226 days to disclose · 181 past 45-day windowDependentprice pending
●Filed Aug 5, 2021·traded Dec 22, 2020
↑boughtShopify Inc.(SHOP)$1K-$15K
226 days to disclose · 181 past 45-day windowDependentprice pending
●Filed Jul 7, 2021·traded Jun 15, 2021
↑boughtGrayscale Bitcoin Trust (BTC) Exchange/Platform: OTC(GBTC)$1K-$15K
22 days to discloseCryptoprice pending
●Filed Jul 7, 2021·traded Jun 14, 2021
↑boughtGrayscale Ethereum Trust (ETH) Exchange/Platform: OTC(ETHE)$1K-$15K
23 days to discloseCryptoprice pending

Their record vs the S&P 500

1 priced trade compared to a same-direction S&P 500 benchmark.

Politician portfolio+$3.5K
S&P 500 benchmark+$4.8K
Alpha−$1.3K
Gold line = cumulative dollar P&L · Dashed = S&P 500 over same window · Bars = monthly trade volume

Oversight committees · 0

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

No committee assignments on record.

By owner type

Disclosures break down by Self / Joint / Spouse / Dependent. Spouse-marked trades sometimes perform systematically differently.

Joint
1
trades · $8K
+$3.5K
Dependent
2
trades · $16K
no priced trades
Self
2
trades · $16K
no priced trades