Elected Trades

All politicians

Robert J. Wittman

Updated Sep 14, 2026

Republican · House VA01

Wikipedia biography ↗Years Elected: About 18.7Rank: #66

Service dates

Federal elected service; earlier service not yet verified.

Estimated public-equity portfolio performance

1 year

10.67%

Cumulative estimated return

SPY: 14.60%
Outperformance: -3.93 percentage points

2025-09-15 – 2026-09-15

Missing information
  • 18 trades outside the available price history.
  • 99 rows without a saved price.
  • 27 sales exceeding observed holdings (unmatched amount omitted).

3 years

36.12%

Cumulative estimated return

SPY: 70.83%
Outperformance: -34.71 percentage points

2023-09-15 – 2026-09-15

Missing information
  • 18 trades outside the available price history.
  • 99 rows without a saved price.
  • 27 sales exceeding observed holdings (unmatched amount omitted).

5 years

39.50%

Cumulative estimated return

SPY: 69.11%
Outperformance: -29.61 percentage points

2021-09-15 – 2026-09-15

Missing information
  • 18 trades outside the available price history.
  • 99 rows without a saved price.
  • 27 sales exceeding observed holdings (unmatched amount omitted).

As of Sep 15, 2026. 127 parsed trades. Ranks use three-year return.

How estimates are calculated

Returns use correctly parsed individual-stock holdings, purchases and sales, with Tradier prices for unsold positions. Bounded reported amounts use their midpoint; trades reported as “over $5 million” use $5 million. Daily returns exclude cash contributions and holdings-value reconciliations. Sale proceeds remain as cash. Unparsed records and entries without usable amounts or prices are omitted; no missing trades or holdings are invented. Sales can only reduce observed holdings. The dates on each card show the available calculation period, which can be shorter than the requested period. These are estimates of the parsed portion of the portfolio, not verified brokerage returns.

Current holdings

Last reported holdings valued Dec 31, 2025. Original disclosure ↗. These are reported positions, not a live account balance.

This extraction is incomplete or awaiting reconciliation. The source may contain additional holdings.

AssetOwnerReported valuePurchasedPurchase priceLast closeCurrent ROI
AAPLSpouse$1,001 - $15,000UnavailableUnavailable$331.34Sep 15, 2026Unavailable
MSFTSpouse$1,001 - $15,000UnavailableUnavailable$497.12Sep 15, 2026Unavailable

ROI is the price change from the latest matched, unsold purchase to the last stored close, as on the ticker page. Purchase prices are that day’s closing prices. Missing acquisition or price evidence is unavailable; dividends are excluded.

Estimated positions as of Sep 15, 2026
AssetOwnerEstimated unitsEstimated value
Accenture plc Class A Ordinary Shares (ACN) [ST]not_reported22.742261007987719946559026694398.35
American Tower Corporation (AMT) [ST]not_reported43.620849462951856496374243507751.86
Comcast Corporation - Class A (CMCSA) [ST]not_reported227.55016598747187086880049885556.78
Costco Wholesale Corporation (COST) [ST]not_reported35.4704399358267759503203204331971.28
Alphabet Inc. - Class C Capital Stock (GOOG) [ST]not_reported30.0714026735920481145558088510267.28
Hartford Financial Services Group, Inc. (HIG) [ST]not_reported73.130712979890310786106032919947.97
Lowe's Companies, Inc. (LOW) [ST]not_reported32.416936790923824959481361436308.66
Marriott International - Class A (MAR) [ST]not_reported28.681795368179536817953681809672.65
McDonald's Corporation (MCD) [ST]not_reported27.598399392873158784366483846976.32
Mondelez International, Inc. - Class A (MDLZ) [ST]not_reported133.94441654110162397455215138317.95
Rio Tinto Plc (RIO) [ST]not_reported102.07323296759377392191885699927.64
TJX Companies, Inc. (TJX) [ST]not_reported66.223822531247413293601523058251.49
WEC Energy Group, Inc. (WEC) [ST]not_reported360.220621341737955875731652437286.44

Completed trades

Estimated purchase/sale matches from accepted transaction reports. Closing prices and reported amount midpoints estimate shares, with oldest purchases matched first within the same stock, owner and disclosed account. A row may represent a partial sale. These are price returns, not verified execution prices or brokerage returns; dividends are excluded. Annual schedules and unmatched or ambiguous activity are omitted here.

TickerOwnerPurchase datePurchase priceSale dateSale priceReturn
No completed purchase/sale matches are available from the collected records.

All trades

175 public-equity trades. Annual schedule rows are labeled because they may repeat transaction reports. Superseded and unresolved reports remain in the disclosures below.

Clear Filters
Public-equity transactions, newest transaction dates first
TickerOwnerTransaction TypeTrade DateFound Date
Not reported — lockheed Martin Corporation (lMT) [ST]Not reportedSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 7 · Ptr
not_reported · S · $1,001 - $15,000

Jan 14, 2022Sep 12, 2026
T — Morgan Stanley INH IRA ⇒ AT&T Inc. (T) [ST]Not reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 21 · Annual
not_reported · P · $1,001 - $15,000

Dec 16, 2021Sep 14, 2026
BSX — Morgan Stanley INH IRA ⇒ Boston Scientific Corporation (BSX) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 23 · Annual
not_reported · S · $1,001 - $15,000

Dec 16, 2021Sep 14, 2026
EOG — Morgan Stanley INH IRA ⇒ EOG Resources, Inc. (EOG) [ST]Not reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 26 · Annual
not_reported · P · $1,001 - $15,000

Dec 16, 2021Sep 14, 2026
NOC — Morgan Stanley INH IRA ⇒ Northrop Grumman Corporation (NOC) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 57 · Annual
not_reported · S · $1,001 - $15,000

Dec 16, 2021Sep 14, 2026
SBUX — Morgan Stanley INH IRA ⇒ Starbucks Corporation (SBUX) [ST]Not reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 66 · Annual
not_reported · P · $1,001 - $15,000

Dec 16, 2021Sep 14, 2026
TGT — Morgan Stanley INH IRA ⇒ Target Corporation (TGT) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 68 · Annual
not_reported · S · $1,001 - $15,000

Dec 16, 2021Sep 14, 2026
WRK.V — Morgan Stanley INH IRA ⇒ Westrock Company Common Stock Ex-Distribution When Issued (WRK.V) [ST]Not reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 74 · Annual
not_reported · P · $1,001 - $15,000

Dec 16, 2021Sep 14, 2026
T — AT&T Inc. (T) [ST]Not reportedPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1 · Ptr
not_reported · P · $1,001 - $15,000

Dec 16, 2021Sep 12, 2026
Not reported — boston Scientific Corporation (bSX) [ST]Not reportedSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 3 · Ptr
not_reported · S · $1,001 - $15,000

Dec 16, 2021Sep 12, 2026
Not reported — EOg Resources, Inc. (EOg) [ST]Not reportedPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 5 · Ptr
not_reported · P · $1,001 - $15,000

Dec 16, 2021Sep 12, 2026
NOC — Northrop grumman Corporation (NOC) [ST]Not reportedSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 7 · Ptr
not_reported · S · $1,001 - $15,000

Dec 16, 2021Sep 12, 2026
Not reported — Starbucks Corporation (SbuX) [ST]Not reportedPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 8 · Ptr
not_reported · P · $1,001 - $15,000

Dec 16, 2021Sep 12, 2026
Not reported — Target Corporation (TgT) [ST]Not reportedSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 9 · Ptr
not_reported · S · $1,001 - $15,000

Dec 16, 2021Sep 12, 2026
WRK.V — Westrock Company Common Stock Ex-distribution When Issued (WRK.V) [ST]Not reportedPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 11 · Ptr
not_reported · P · $1,001 - $15,000

Dec 16, 2021Sep 12, 2026
CME — Morgan Stanley ⇒ CME Group Inc. - Class A (CME) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 7 · Annual
not_reported · S · $1,001 - $15,000

Dec 14, 2021Sep 14, 2026
NEE — Morgan Stanley ⇒ NextEra Energy, Inc. (NEE) [ST]Not reportedSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 14 · Annual
not_reported · S (partial) · $1,001 - $15,000

Dec 14, 2021Sep 14, 2026
WMT — Morgan Stanley ⇒ Walmart Inc. (WMT) [ST]Not reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 19 · Annual
not_reported · P · $1,001 - $15,000

Dec 14, 2021Sep 14, 2026
CME — CME group Inc. - Class A (CME) [ST]Not reportedSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 4 · Ptr
not_reported · S · $1,001 - $15,000

Dec 14, 2021Sep 12, 2026
NEE — NextEra Energy, Inc. (NEE) [ST]Not reportedSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 6 · Ptr
not_reported · S (partial) · $1,001 - $15,000

Dec 14, 2021Sep 12, 2026
WMT — Walmart Inc. (WMT) [ST]Not reportedPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 10 · Ptr
not_reported · P · $1,001 - $15,000

Dec 14, 2021Sep 12, 2026
T — Morgan Stanley ⇒ AT&T Inc. (T) [ST]Not reportedSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 4 · Annual
not_reported · S · $1,001 - $15,000

Dec 9, 2021Sep 14, 2026
T — AT&T Inc. (T) [ST]Not reportedSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 2 · Ptr
not_reported · S · $1,001 - $15,000

Dec 9, 2021Sep 12, 2026
CONE — Morgan Stanley ⇒ CyrusOne Inc (CONE) [ST]Not reportedPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 8 · Annual
not_reported · P · $1,001 - $15,000

Sep 30, 2021Sep 14, 2026
CONE — CyrusOne Inc (CONE) [ST]Not reportedPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1 · Ptr
not_reported · P · $1,001 - $15,000

Sep 30, 2021Sep 12, 2026

All disclosures

50 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.

FiledReportHoldings dateAvailability
Aug 12, 2026Robert J. Wittman — Annual report filed 2026-08-12
Annual
Dec 31, 2025Needs review
Jul 10, 2026Robert J. Wittman — PTR filed 2026-07-10
Ptr
Not establishedParsed
May 12, 2026Robert J. Wittman — Financial disclosure (X) filed 2026-05-12
Financial
Not establishedParsed
Aug 13, 2025Robert J. Wittman — Annual report filed 2025-08-13
Annual
Dec 31, 2024Needs review
Apr 28, 2025Robert J. Wittman — Financial disclosure (X) filed 2025-04-28
Financial
Not establishedParsed
Aug 13, 2024Robert J. Wittman — Annual report filed 2024-08-13
Annual
Dec 31, 2023Needs review
Apr 29, 2024Robert J. Wittman — Financial disclosure (X) filed 2024-04-29
Financial
Not establishedParsed
Oct 19, 2023Robert J. Wittman — PTR filed 2023-10-19
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Sep 30, 2023Robert J. Wittman — PTR filed 2023-09-30
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Aug 13, 2023Robert J. Wittman — Annual report filed 2023-08-13
Annual
Dec 31, 2022Needs review
Aug 13, 2023Robert J. Wittman — PTR filed 2023-08-13
Ptr
Not establishedParsed
Jun 9, 2023Robert J. Wittman — PTR filed 2023-06-09
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May 11, 2023Robert J. Wittman — Financial disclosure (X) filed 2023-05-11
Financial
Not establishedParsed
May 7, 2023Robert J. Wittman — PTR filed 2023-05-07
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Mar 5, 2023Robert J. Wittman — PTR filed 2023-03-05
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Feb 15, 2023Robert J. Wittman — PTR filed 2023-02-15
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Jan 5, 2023Robert J. Wittman — PTR filed 2023-01-05
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Not establishedNeeds review
Dec 8, 2022Robert J. Wittman — PTR filed 2022-12-08
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Oct 5, 2022Robert J. Wittman — PTR filed 2022-10-05
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Sep 10, 2022Robert J. Wittman — PTR filed 2022-09-10
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Aug 10, 2022Robert J. Wittman — PTR filed 2022-08-10
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Jul 8, 2022Robert J. Wittman — PTR filed 2022-07-08
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Jun 4, 2022Robert J. Wittman — PTR filed 2022-06-04
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May 14, 2022Robert J. Wittman — Annual report filed 2022-05-14
Annual
Dec 31, 2021Needs review
May 13, 2022Robert J. Wittman — PTR filed 2022-05-13
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Not establishedParsed
Apr 9, 2022Robert J. Wittman — PTR filed 2022-04-09
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Mar 9, 2022Robert J. Wittman — PTR filed 2022-03-09
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Feb 13, 2022Robert J. Wittman — PTR filed 2022-02-13
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Jan 9, 2022Robert J. Wittman — PTR filed 2022-01-09
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Oct 18, 2021Robert J. Wittman — PTR filed 2021-10-18
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Sep 23, 2021Robert J. Wittman — PTR filed 2021-09-23
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Aug 24, 2021Robert J. Wittman — Annual report filed 2021-08-24
Annual
Dec 31, 2020Needs review
Jun 8, 2021Robert J. Wittman — PTR filed 2021-06-08
Ptr
Not establishedParsed
May 12, 2021Robert J. Wittman — PTR filed 2021-05-12
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Not establishedParsed
Apr 26, 2021Robert J. Wittman — Financial disclosure (X) filed 2021-04-26
Financial
Not establishedParsed
Apr 12, 2021Robert J. Wittman — PTR filed 2021-04-12
Ptr
Not establishedParsed
Mar 17, 2021Robert J. Wittman — PTR filed 2021-03-17
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Not establishedParsed
Feb 22, 2021Robert J. Wittman — PTR filed 2021-02-22
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Not establishedParsed
Jan 26, 2021Robert J. Wittman — PTR filed 2021-01-26
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Jan 19, 2021Robert J. Wittman — PTR filed 2021-01-19
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Not establishedParsed
Dec 15, 2020Robert J. Wittman — PTR filed 2020-12-15
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Not establishedParsed
Nov 19, 2020Robert J. Wittman — PTR filed 2020-11-19
Ptr
Not establishedParsed
Aug 13, 2020Robert J. Wittman — Annual report filed 2020-08-13
Annual
Dec 31, 2019Needs review
Jul 7, 2020Robert J. Wittman — PTR filed 2020-07-07
Ptr
Not establishedParsed
Jun 8, 2020Robert J. Wittman — PTR filed 2020-06-08
Ptr
Not establishedParsed
May 14, 2020Robert J. Wittman — PTR filed 2020-05-14
Ptr
Not establishedParsed
Apr 15, 2020Robert J. Wittman — Financial disclosure (X) filed 2020-04-15
Financial
Not establishedParsed
Apr 13, 2020Robert J. Wittman — PTR filed 2020-04-13
Ptr
Not establishedParsed
Mar 9, 2020Robert J. Wittman — PTR filed 2020-03-09
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Not establishedParsed
Feb 12, 2020Robert J. Wittman — PTR filed 2020-02-12
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