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
—
2
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 · 2 of 5

All filings →
All5Self2Joint1Dependent2
●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

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.