Robert Wittman Stock Trades

HouseFollow

VA-01 · Republican

Disclosed trades

240

Estimated volume

$2.2M

sum of bracket midpoints

Typical delay

25 days

trade to filing

Last filed

Jul 10, 2026

What their buys are worth now

58 disclosed purchases, valued at the latest close

Return

+86.3%

on paper

Gain

+$400.3K

unrealised

Disclosed cost

$464K

at bracket midpoints

Worth now

$864.3K

close of Oct 9, 2026

If Robert Wittman still holds everything they disclosed buying. Disclosures do not report sales proceeds or current positions, so a stake sold last year still counts here — this is an upper bound, not a profit. Purchases are sized at the midpoint of the disclosed bracket, and dividends, fees and taxes are not included. 65 purchases have no market price and are left out. More on the limits.

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If you had copied every buy

Entering on the day each filing became public, and still holding

Putting $1,000 into each of 58 disclosed purchases — $58,000 invested — would be worth

$106,921

+$48,921 (+84.35%)

Positions

equally weighted

Their own timing

+86.26%

entering on their trade date

Best

+451.68%

Worst

BAX

-59.35%

Each filing

58 positions

Filed	Ticker	You paid	They paid	Now	Worth	Return
Oct 19, 2023 42d after trading	AMT 6.27 sh	$159.43	$182.55	$182.24	$1,143	+14.31%
Sep 30, 2023 109d after trading	SPGI 2.88 sh	$346.94	$369.50	$407.82	$1,175	+17.55%
Sep 30, 2023 71d after trading	ZTS 5.79 sh	$172.73	$183.51	$74.81	$433	-56.69%
Sep 30, 2023 61d after trading	PG 6.89 sh	$145.19	$156.30	$151.23	$1,042	+4.16%
Aug 13, 2023 394d after trading	TJX 11.6 sh	$86.21	$60.56	$138.76	$1,610	+60.96%
Aug 13, 2023 309d after trading	ACN 3.21 sh	$311.71	$257.85	$209.06	$671	-32.93%
Aug 13, 2023 249d after trading	MA 2.51 sh	$398.58	$347.42	$589.14	$1,478	+47.81%
Jun 9, 2023 10d after trading	JPM 7.09 sh	$141.01	$137.46	$332.99	$2,361	+136.15%
Jan 5, 2023 29d after trading	CMCSA 28.85 sh	$34.66	$32.45	$20.66	$596	-40.39%
Jan 5, 2023 15d after trading	DG 4.07 sh	$245.42	$244.54	$127.23	$518	-48.16%
Jan 5, 2023	MA 2.84 sh	$351.77	$413.15	$589.14	$1,675	+67.48%
Dec 8, 2022 21d after trading	AAPL 7.01 sh	$142.65	$150.72	$336.64	$2,360	+135.99%
Dec 8, 2022 20d after trading	AMZN 11.07 sh	$90.35	$94.14	$262.43	$2,905	+190.46%
Sep 10, 2022 31d after trading	GOOG 8.94 sh	$111.87	$120.65	$347.86	$3,110	+210.95%
Sep 10, 2022 31d after trading	AMZN 7.33 sh	$136.45	$142.69	$262.43	$1,923	+92.33%
Sep 10, 2022 31d after trading	MSFT 3.75 sh	$266.65	$289.16	$535.07	$2,007	+100.66%
Aug 10, 2022 26d after trading	BAX 16.69 sh	$59.90	$64.91	$24.35	$407	-59.35%
Aug 10, 2022 26d after trading	WMT 23.23 sh	$43.05	$43.02	$111.35	$2,587	+158.67%
Aug 10, 2022 26d after trading	ABT 9.07 sh	$110.27	$108.82	$99.60	$903	-9.68%
Jul 8, 2022 22d after trading	WMT 23.92 sh	$41.80	$40.21	$111.35	$2,664	+166.39%
Jul 8, 2022 22d after trading	TLH 8.46 sh	$118.23	$117.61	$92.25	$780	-21.97%
Jul 8, 2022 22d after trading	SHYG 24.42 sh	$40.95	$40.73	$41.24	$1,007	+0.71%
Jul 8, 2022 22d after trading	AMZN 8.66 sh	$115.54	$103.66	$262.43	$2,271	+127.13%
Jul 8, 2022 22d after trading	ABBV 6.54 sh	$152.85	$139.15	$276.47	$1,809	+80.88%
Jul 8, 2022 22d after trading	IWB 4.66 sh	$214.40	$201.03	$425.33	$1,984	+98.38%
May 13, 2022 24d after trading	ABT 9.1 sh	$109.88	$119.98	$99.60	$906	-9.36%
May 13, 2022 24d after trading	TJX 17.49 sh	$57.19	$65.43	$138.76	$2,426	+142.63%
Apr 9, 2022 32d after trading	SHYG 23.22 sh	$43.07	$43.46	$41.24	$958	-4.25%
Apr 9, 2022 25d after trading	IWB 4.11 sh	$243.36	$235.44	$425.33	$1,748	+74.77%
Apr 9, 2022 11d after trading	GE 17.9 sh	$55.87	$58.97	$308.20	$5,517	+451.68%
Apr 9, 2022 11d after trading	CAT 4.63 sh	$216.05	$221.04	$800.47	$3,705	+270.50%
Apr 9, 2022 11d after trading	TLT 8.12 sh	$123.14	$130.74	$78.05	$634	-36.62%
Apr 9, 2022 11d after trading	RIO 12.54 sh	$79.74	$78.38	$94.78	$1,189	+18.86%
Apr 9, 2022 11d after trading	HIG 13.49 sh	$74.12	$73.38	$129.11	$1,742	+74.19%
Mar 9, 2022 9d after trading	MA 3.05 sh	$328.13	$360.82	$589.14	$1,795	+79.54%
Feb 13, 2022 30d after trading	SPY 2.28 sh	$439.02	$464.72	$778.10	$1,772	+77.24%
Jan 9, 2022 26d after trading	WMT 20.75 sh	$48.20	$48.31	$111.35	$2,310	+131.00%
Jan 9, 2022 24d after trading	T 50.04 sh	$19.98	$17.91	$22.18	$1,110	+10.98%
Oct 18, 2021 35d after trading	TJX 15.47 sh	$64.64	$68.70	$138.76	$2,147	+114.67%
Feb 22, 2021 40d after trading	CAT 4.59 sh	$218.06	$195.89	$800.47	$3,671	+267.09%
Jan 26, 2021 208d after trading	CCI 6.12 sh	$163.45	$170.72	$79.64	$487	-51.28%
Jan 26, 2021 208d after trading	COST 2.74 sh	$364.98	$305.74	$946.92	$2,594	+159.44%
Jan 26, 2021 208d after trading	V 4.95 sh	$202.01	$195.67	$385.45	$1,908	+90.81%
Nov 19, 2020 48d after trading	MSFT 4.71 sh	$212.42	$206.19	$535.07	$2,519	+151.89%
Nov 19, 2020 34d after trading	IFF 8.93 sh	$111.95	$116.27	$84.55	$755	-24.48%
Nov 19, 2020 34d after trading	SCHW 21.24 sh	$47.08	$39.29	$96.70	$2,054	+105.40%
Nov 19, 2020 34d after trading	AXP 8.76 sh	$114.14	$104.91	$308.17	$2,700	+169.99%
Jul 7, 2020 15d after trading	MSI 7.63 sh	$131.08	$141.13	$444.18	$3,389	+238.86%
Jun 8, 2020 18d after trading	XOM 18.27 sh	$54.74	$44.56	$168.94	$3,086	+208.62%
May 14, 2020 38d after trading	MCD 5.7 sh	$175.41	$177.04	$235.23	$1,341	+34.10%
Apr 13, 2020 14d after trading	MRK 13.01 sh	$76.85	$73.43	$145.60	$1,895	+89.46%
Dec 12, 2019 13d after trading	IFF 7.43 sh	$134.60	$141.23	$84.55	$628	-37.18%
Feb 7, 2019 30d after trading	PNC 8.14 sh	$122.84	$121.15	$219.21	$1,785	+78.45%
Feb 7, 2019 16d after trading	PM 13.03 sh	$76.73	$72.81	$201.19	$2,622	+162.21%
Feb 7, 2019 16d after trading	CVS 15.21 sh	$65.75	$64.92	$86.16	$1,310	+31.04%
Dec 12, 2018 13d after trading	CVS 13.42 sh	$74.50	$80.00	$86.16	$1,157	+15.65%
Nov 14, 2018 14d after trading	LIN 6.52 sh	$153.36	$165.47	$483.73	$3,154	+215.42%
May 8, 2018 29d after trading	PM 12.37 sh	$80.81	$100.70	$201.19	$2,490	+148.97%

A backtest, not a forecast. Every purchase gets the same stake because filings disclose a range, not a size. It ignores their sales, dividends, fees and taxes — each of which flatters the result, and 65 purchases could not be priced and are excluded.

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Holdings, 2025

Weights are each holding's share of roughly $1.4M in stocks, funds and ETFs — bank accounts and property are left out of the denominator

Asset	Weight	Held by	Value	Income
JTMorgan Stanley (JT) ⇒ Apple Inc. - Common Stock (AAPL) [ST]	5.2%		$50K – $100K	Dividends
CFFIC&F Financial Corporation - Common Stock (CFFI) [ST]	2.3%	spouse	$15K – $50K	Dividends
JTMorgan Stanley (JT) ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST]	2.3%		$15K – $50K	None
JTMorgan Stanley (JT) ⇒ Costco Wholesale Corporation - Common Stock (COST) [ST]	2.3%		$15K – $50K	Dividends
JTMorgan Stanley (JT) ⇒ Elevance Health, Inc. Common Stock (ELV) [ST]	2.3%		$15K – $50K	Dividends
JTMorgan Stanley (JT) ⇒ Marriott International - Class A Common Stock (MAR) [ST]	2.3%		$15K – $50K	Dividends
JTMorgan Stanley (JT) ⇒ Microsoft Corporation - Common Stock (MSFT) [ST]	2.3%		$15K – $50K	Dividends
JTMorgan Stanley (JT) ⇒ Royal Gold, Inc. - Common Stock (RGLD) [ST]	2.3%		$15K – $50K	Dividends
JTMorgan Stanley (JT) ⇒ The Hartford Insurance Group, Inc. Common Stock (HIG) [ST]	2.3%		$15K – $50K	Dividends
JTMorgan Stanley (JT) ⇒ Visa Inc. (V) [ST]	2.3%		$15K – $50K	Dividends
JTMorgan Stanley (JT) ⇒ Xylem Inc. Common Stock New (XYL) [ST]	2.3%		$15K – $50K	Dividends
LLDYXMorgan Stanley INH IRA ⇒ Lord Abbett Inv Tr. Short Duration Income Fd Cl I (LLDYX) [MF]	2.3%		$15K – $50K	Tax-Deferred
PONPXMorgan Stanley INH IRA ⇒ PIMCO Income Fund Class I-2 (PONPX) [MF]	2.3%		$15K – $50K	Tax-Deferred
JTMorgan Stanley (JT) ⇒ State Street SPDR S&P 500 ETF Trust (SPY) [EF]	2.3%		$15K – $50K	Dividends
JTMorgan Stanley (JT) ⇒ Schwab US Dividend Equity ETF (SCHD) [EF]	2.3%		$15K – $50K	Dividends
JTMorgan Stanley (JT) ⇒ Principal Fds, Inc. MidCap Fd Institutional Cl (PCBIX) [MF]	2.3%		$15K – $50K	Capital Gains
JTMorgan Stanley (JT) ⇒ NYLI MacKay High Yield Muni Bond Fund Class I (MMHIX) [MF]	2.3%		$15K – $50K	Capital Gains, Dividends
JTMorgan Stanley (JT) ⇒ Neuberger Berman Intrinsic Value Insti (NINLX) [MF]	2.3%		$15K – $50K	Capital Gains, Dividends
JTMorgan Stanley (JT) ⇒ Lord Abbett Inv Tr. Short Duration Income Fd Cl I (LLDYX) [MF]	2.3%		$15K – $50K	Dividends
JTMorgan Stanley (JT) ⇒ iShares MSCI USA Min Vol Factor ETF (USMV) [EF]	2.3%		$15K – $50K	Dividends
JTMorgan Stanley (JT) ⇒ Harding Loevner Fund, Inc. International Eq Pt (HLMIX) [MF]	2.3%		$15K – $50K	Capital Gains, Dividends
JTMorgan Stanley (JT) ⇒ First Trust Preferred Securities and Income Fund Class I (FPEIX) [MF]	2.3%		$15K – $50K	Dividends
JTMorgan Stanley (JT) ⇒ First Trust Amex Biotech Index Fund (FBT) [EF]	2.3%		$15K – $50K	None
JTMorgan Stanley (JT) ⇒ First Eagle Global Fund Class I (SGIIX) [MF]	2.3%		$15K – $50K	Capital Gains, Dividends
XLCMorgan Stanley INH IRA ⇒ State Street Communication Services Select Sector SPDR ETF (XLC) [EF]	2.3%		$15K – $50K	Tax-Deferred
XLFMorgan Stanley INH IRA ⇒ State Street Financial Select Sector SPDR ETF (XLF) [EF]	2.3%		$15K – $50K	Tax-Deferred
XLKMorgan Stanley INH IRA ⇒ State Street Technology Select Sector SPDR ETF (XLK) [EF]	2.3%		$15K – $50K	Tax-Deferred
XLPMorgan Stanley INH IRA ⇒ State Street Consumer Staples Select Sector SPDR ETF (XLP) [EF]	2.3%		$15K – $50K	Tax-Deferred
XLVMorgan Stanley INH IRA ⇒ State Street Health Care Select Sector SPDR ETF (XLV) [EF]	2.3%		$15K – $50K	Tax-Deferred
BRBSBlue Ridge Bankshares, Inc. Common Stock (BRBS) [ST]	0.56%		$1K – $15K	Dividends
JTMorgan Stanley (JT) ⇒ Abbott Laboratories Common Stock (ABT) [ST]	0.56%		$1K – $15K	Dividends
JTMorgan Stanley (JT) ⇒ AbbVie Inc. Common Stock (ABBV) [ST]	0.56%		$1K – $15K	Dividends
JTMorgan Stanley (JT) ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST]	0.56%		$1K – $15K	Dividends
JTMorgan Stanley (JT) ⇒ American Express Company Common Stock (AXP) [ST]	0.56%		$1K – $15K	Dividends
JTMorgan Stanley (JT) ⇒ American Tower Corporation (AMT) [ST]	0.56%		$1K – $15K	Dividends
JTMorgan Stanley (JT) ⇒ Broadcom Inc. - Common Stock (AVGO) [ST]	0.56%		$1K – $15K	Dividends
JTMorgan Stanley (JT) ⇒ Charles Schwab Corporation (SCHW) [ST]	0.56%		$1K – $15K	Dividends
JTMorgan Stanley (JT) ⇒ Chevron Corporation Common Stock (CVX) [ST]	0.56%		$1K – $15K	Dividends
JTMorgan Stanley (JT) ⇒ Comcast Corporation - Class A Common Stock (CMCSA) [ST]	0.56%		$1K – $15K	Dividends
JTMorgan Stanley (JT) ⇒ Crown Castle Inc. Common Stock (CCI) [ST]	0.56%		$1K – $15K	Capital Gains, Dividends

Showing 40 of 98 disclosed assets.

Committees

What they oversee — the context a trade is read against

Bills they sponsored

Legislation introduced under their own name, newest first

HR9640EnergyJul 9, 2026
Earth MRI Reauthorization Act of 2026
Ordered to be Reported in the Nature of a Substitute by Unanimous Consent.
HR7992Environmental ProtectionMar 18, 2026
CANS Act of 2026
Referred to the House Committee on Natural Resources.
HR7889Water Resources DevelopmentMar 9, 2026
AWRC Act of 2025
Received in the Senate and Read twice and referred to the Committee on Environment and Public Works.
HR7146International AffairsJan 16, 2026
PORCUPINE Act
Referred to the House Committee on Foreign Affairs.
HR7126EnergyJan 15, 2026
SECURE Minerals Act of 2026
Subcommittee Hearings Held
HR6317Government Operations and PoliticsNov 25, 2025
To designate the facility of the United States Postal Service located at 12109 New Kent Highway in New Kent, Virginia, as the "Patricia Paige Post Office".
Placed on Senate Legislative Calendar under General Orders. Calendar No. 611.
HCONRES62CongressNov 18, 2025
Authorizing the use of Emancipation Hall in the Capitol Visitor Center for an event to unveil the statue of Barbara Rose Johns.
Message on Senate action sent to the House.
HRES681Armed Forces and National SecuritySep 8, 2025
Commemorating the service of General Lafayette to the United States on the bicentennial of his farewell tour.
Referred to the House Committee on Oversight and Government Reform.
HR2969EnergyApr 17, 2025
Finding ORE Act
Subcommittee Hearings Held
HR2091Environmental ProtectionMar 11, 2025
Chesapeake Bay Conservation Acceleration Act of 2025
Referred to the House Committee on Agriculture.
HR1151TaxationFeb 7, 2025
Freedom to Invest in Tomorrow’s Workforce Act
Referred to the House Committee on Ways and Means.
HR906Science, Technology, CommunicationsJan 31, 2025
Foreign Adversary Communications Transparency Act
Received in the Senate and Read twice and referred to the Committee on Commerce, Science, and Transportation.

Campaign finance

Reported to the FEC, through Jul 15, 2026

Raised

$4.1M

Spent

$1.1M

Cash on hand

$4.3M

From PACs

$1.2M

committee contributions

Exact figures, unlike the trade amounts on this page — campaign finance is reported to the dollar, a STOCK Act filing only ever as a bracket. Covers Robert Wittman's own campaign committee and not outside spending on their behalf.

Recent votes

What they actually did, with the date to read a trade against

Date	Measure	Question	Vote
Sep 16, 2026	S 2403	Retire through Ownership Act	Yea
Sep 16, 2026	H R 9497	Water Resources Development Act	Yea
Sep 16, 2026	H R 9340	Ratepayer Protection Act	Yea
Sep 16, 2026	H J RES 213	Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule issued by the Environmental Protection Agency relating to the “California State Nonroad Engine Pollution Control Standards; Commercial Harbor Craft Regulations; Notice of Decision”	Yea
Sep 16, 2026	H R 10326	PROOF Act	Yea
Sep 16, 2026	H R 9576	National Fraud Enforcement Division Act	Yea
Sep 16, 2026	H R 5334	An Act to amend the Internal Revenue Code of 1986 to allow early childhood educators to take the educator expense deduction, and for other purposes	Yea
Sep 15, 2026	H CON RES 93	Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with Iran	Nay
Sep 15, 2026	H J RES 210	Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Environmental Protection Agency relating to “California State Nonroad Engine Pollution Control Standards; Ocean-Going Vessels At-Berth; Notice of Decision”	Yea
Sep 15, 2026	H R 9500	Tax Relief for Fraud Victims Act	Yea

Most traded

By number of disclosed transactions

CVS6x · $48K WMT5x · $40K TJX5x · $40K SPY4x · $32K ABT4x · $32K AMZN4x · $32K IFF4x · $32K MA4x · $32K

Disclosed transactions

240 in total, newest first

Asset		Amount	Traded	Filed	Note
CCI	sellReduce	$1K – $15K	Jun 30, 2026	Jul 10, 2026 10 days later	—
MA	buyOpen	$1K – $15K	Dec 7, 2023	Jan 5, 2023	—
WMT	sellReduce	$1K – $15K	Sep 28, 2023	Oct 19, 2023 21 days later	—
UNH	sellReduce	$1K – $15K	Sep 28, 2023	Oct 19, 2023 21 days later	—
PLD	sellReduce	$1K – $15K	Sep 28, 2023	Oct 19, 2023 21 days later	—
MSFT	sellReduce	$1K – $15K	Sep 28, 2023	Oct 19, 2023 21 days later	—
KMI	sellReduce	$1K – $15K	Sep 28, 2023	Oct 19, 2023 21 days later	—
JPM	sellReduce	$1K – $15K	Sep 28, 2023	Oct 19, 2023 21 days later	—
HIG	sellReduce	$1K – $15K	Sep 28, 2023	Oct 19, 2023 21 days later	—
EOG	sellReduce	$1K – $15K	Sep 28, 2023	Oct 19, 2023 21 days later	—
CAT	sellReduce	$1K – $15K	Sep 28, 2023	Oct 19, 2023 21 days later	—
AAPL	sellReduce	$1K – $15K	Sep 28, 2023	Oct 19, 2023 21 days later	—
AMZN	sellReduce	$1K – $15K	Sep 28, 2023	Oct 19, 2023 21 days later	—
GOOG	sellReduce	$1K – $15K	Sep 28, 2023	Oct 19, 2023 21 days later	—
ABBV	sellReduce	$1K – $15K	Sep 28, 2023	Oct 19, 2023 21 days later	—
IFF	sellReduce	$1K – $15K	Sep 15, 2023	Oct 19, 2023 34 days later	—
FIS	sellReduce	$1K – $15K	Sep 15, 2023	Oct 19, 2023 34 days later	—
AMT	buyOpen	$1K – $15K	Sep 7, 2023	Oct 19, 2023 42 days later	—
PSX	sellReduce	$1K – $15K	Aug 17, 2023	Sep 30, 2023 44 days later	—
PG	buyOpen	$1K – $15K	Jul 31, 2023	Sep 30, 2023 61 days later	—
KMB	sellReduce	$1K – $15K	Jul 31, 2023	Sep 30, 2023 61 days later	—
UNP	sellReduce	$1K – $15K	Jul 27, 2023	Sep 30, 2023 65 days later	—
ZTS	buyOpen	$1K – $15K	Jul 21, 2023	Sep 30, 2023 71 days later	—
DG	sellReduce	$1K – $15K	Jul 21, 2023	Sep 30, 2023 71 days later	—
SPGI	buyOpen	$1K – $15K	Jun 13, 2023	Sep 30, 2023 109 days later	—
CB	sellReduce	$1K – $15K	Jun 13, 2023	Sep 30, 2023 109 days later	—
AVGO	sellReduce	$1K – $15K	Jun 13, 2023	Sep 30, 2023 109 days later	—
JPM	buyOpen	$1K – $15K	May 30, 2023	Jun 9, 2023 10 days later	—
ACN	sellReduce	$1K – $15K	Apr 21, 2023	Sep 30, 2023 162 days later	—
JT	buyOpen	$1K – $15K	Apr 20, 2023	May 7, 2023 17 days later	—
JT	sellReduce	$1K – $15K	Apr 20, 2023	May 7, 2023 17 days later	—
A C D I P O C S my knowledge and belie…	buyOpen	$1K – $15K	Feb 3, 2023	Mar 5, 2023 30 days later	Mutual fund * For the complete list of asset type abbreviations, please visit https://fd.house.gov/reference/asset-type-codes.aspx . https://fd.house.gov/reference/asset-type-codes.aspx A C D Morgan Stanley INH IRA I P O Yes No C S I CERTIFY that the statements I have made on the attached Periodic Transaction Report are true, complete, and correct to the best of my knowledge and belief. Further, I CERTIFY that I have disclosed all transactions as required by the STOCK Act. Digitally Signed: Hon. Robert J. Wittman , 03/05/2023
F S: New S O: Morgan Stanley INH IRA L:…	sellReduce	$1K – $15K	Feb 3, 2023	Mar 5, 2023 30 days later	Mutual fund
MSFT	sellReduce	$1K – $15K	Feb 3, 2023	Mar 5, 2023 30 days later	—
F S: New S O: Morgan Stanley INH IRA L:…	sellReduce	$1K – $15K	Feb 3, 2023	Mar 5, 2023 30 days later	Mutual fund
F S: New S O: Morgan Stanley INH IRA L:…	buyOpen	$1K – $15K	Feb 3, 2023	Mar 5, 2023 30 days later	Mutual fund
F S: New S O: Morgan Stanley INH IRA L:…	buyOpen	$1K – $15K	Feb 3, 2023	Mar 5, 2023 30 days later	Mutual fund
F S: New S O: Morgan Stanley INH IRA L:…	sellReduce	$1K – $15K	Feb 3, 2023	Mar 5, 2023 30 days later	Mutual fund
F S: New S O: Morgan Stanley L: US D: M…	buyOpen	$1K – $15K	Jan 20, 2023	Feb 15, 2023 26 days later	Mutual fund
BAX	sellReduce	$1K – $15K	Jan 20, 2023	Feb 15, 2023 26 days later	—
F S: New S O: Morgan Stanley L: US D: M…	sellReduce	$15K – $50K	Jan 17, 2023	Feb 15, 2023 29 days later	Mutual fund
F S: New S O: Morgan Stanley L: US D: M…	sellReduce	$15K – $50K	Jan 17, 2023	Feb 15, 2023 29 days later	Mutual fund
F S: New S O: Morgan Stanley L: US D: M…	buyOpen	$15K – $50K	Jan 17, 2023	Feb 15, 2023 29 days later	Mutual fund
F S: New S O: Morgan Stanley L: US D: M…	buyOpen	$15K – $50K	Jan 17, 2023	Feb 15, 2023 29 days later	Mutual fund
A C D I P O * For the complete list of …	sellReduce	$15K – $50K	Jan 4, 2023	Feb 15, 2023 42 days later	Mutual fund * For the complete list of asset type abbreviations, please visit https://fd.house.gov/reference/asset-type-codes.aspx . https://fd.house.gov/reference/asset-type-codes.aspx A C D Morgan Stanley I P O Yes No
F S: New S O: Morgan Stanley L: US D: M…	sellReduce	$1K – $15K	Jan 4, 2023	Feb 15, 2023 42 days later	Mutual fund
F S: New S O: Morgan Stanley L: US D: M…	buyOpen	$15K – $50K	Jan 4, 2023	Feb 15, 2023 42 days later	Mutual fund
ELV	sellReduce	$1K – $15K	Jan 3, 2023	Feb 15, 2023 43 days later	—
F S: New S O: Morgan Stanley L: US D: M…	buyOpen	$1K – $15K	Dec 21, 2022	Jan 5, 2023 15 days later	Mutual fund
F S: New S O: Morgan Stanley L: US D: M…	buyOpen	$1K – $15K	Dec 21, 2022	Jan 5, 2023 15 days later	Mutual fund
MCD	sellReduce	$1K – $15K	Dec 21, 2022	Jan 5, 2023 15 days later	—
DG	buyOpen	$1K – $15K	Dec 21, 2022	Jan 5, 2023 15 days later	—
A C D I P O C S my knowledge and belie…	buyOpen	$1K – $15K	Dec 14, 2022	Jan 5, 2023 22 days later	Mutual fund * For the complete list of asset type abbreviations, please visit https://fd.house.gov/reference/asset-type-codes.aspx . https://fd.house.gov/reference/asset-type-codes.aspx A C D Morgan Stanley I P O Yes No C S I CERTIFY that the statements I have made on the attached Periodic Transaction Report are true, complete, and correct to the best of my knowledge and belief. Further, I CERTIFY that I have disclosed all transactions as required by the STOCK Act. Digitally Signed: Hon. Robert J. Wittman , 01/05/2023
F S: New S O: Morgan Stanley L: US D: M…	buyOpen	$1K – $15K	Dec 14, 2022	Jan 5, 2023 22 days later	Mutual fund
F S: New S O: Morgan Stanley L: US D: M…	sellReduce	$1K – $15K	Dec 14, 2022	Jan 5, 2023 22 days later	Mutual fund
F S: New S O: Morgan Stanley D: Mutual …	sellReduce	$1K – $15K	Dec 14, 2022	Jan 5, 2023 22 days later	Mutual fund
MA	buyOpen	$1K – $15K	Dec 7, 2022	Aug 13, 2023 249 days later	—
CMCSA	buyOpen	$1K – $15K	Dec 7, 2022	Jan 5, 2023 29 days later	—
MSIF Growth IF S: New S O: Morgan Stanl…	sellReduce	$1K – $15K	Nov 18, 2022	Dec 8, 2022 20 days later	Mutual Fund * For the complete list of asset type abbreviations, please visit https://fd.house.gov/reference/asset-type-codes.aspx . https://fd.house.gov/reference/asset-type-codes.aspx
AMZN	buyOpen	$1K – $15K	Nov 18, 2022	Dec 8, 2022 20 days later	—
iShares MSCI EAFE Val ETFF S: New S O: …	buyOpen	$1K – $15K	Nov 17, 2022	Dec 8, 2022 21 days later	Mutual Fund
iShares Core S&P Small Cap EF S: New S …	buyOpen	$1K – $15K	Nov 17, 2022	Dec 8, 2022 21 days later	Mutual Fund
Ishares 20+yr Treasu Bond ETFF S: New S…	sellReduce	$1K – $15K	Nov 17, 2022	Dec 8, 2022 21 days later	Mutual Fund
iShares 10+ Year InvestmentF S: New S O…	buyOpen	$1K – $15K	Nov 17, 2022	Dec 8, 2022 21 days later	Mutual Fund
ISHA Curr Hedged MSCI EAFE	sellReduce	$1K – $15K	Nov 17, 2022	Dec 8, 2022 21 days later	—
Invesco QQQ Trust Series 1F S: New S O:…	sellReduce	$1K – $15K	Nov 17, 2022	Dec 8, 2022 21 days later	Mutual Fund
Invesco KBW Bank ETFF S: New S O: Morga…	buyOpen	$1K – $15K	Nov 17, 2022	Dec 8, 2022 21 days later	Mutual Fund
Franklin FTSE Japan ETFF S: New S O: Mo…	buyOpen	$1K – $15K	Nov 17, 2022	Dec 8, 2022 21 days later	Mutual Fund
AAPL	buyOpen	$1K – $15K	Nov 17, 2022	Dec 8, 2022 21 days later	—
Ishares US Technology ETFF S: New S O: …	sellReduce	$1K – $15K	Nov 11, 2022	Dec 8, 2022 27 days later	Mutual Fund
ACN	buyOpen	$1K – $15K	Oct 8, 2022	Aug 13, 2023 309 days later	—
WRK	sellReduce	$1K – $15K	Sep 27, 2022	Oct 5, 2022 8 days later	—
JPM Nasdaq Equity PremiumF S: New S O: …	buyOpen	$1K – $15K	Sep 27, 2022	Oct 5, 2022 8 days later	Mutual Fund
Ishares US Technology ETFF S: New S O: …	sellReduce	$1K – $15K	Sep 27, 2022	Oct 5, 2022 8 days later	Mutual Fund
Ishares Core MSCI EAFE ETFF S: New S O:…	sellReduce	$1K – $15K	Sep 27, 2022	Oct 5, 2022 8 days later	Mutual Fund
Ishares 0-5 HY CorpF S: New S O: Morgan…	buyOpen	$1K – $15K	Sep 27, 2022	Oct 5, 2022 8 days later	Mutual Fund
Franklin FTSE UK ETFF S: New S O: Morga…	sellReduce	$1K – $15K	Sep 27, 2022	Oct 5, 2022 8 days later	Mutual Fund
Energy Sel Sect SPDR FDF S: New S O: Mo…	buyOpen	$1K – $15K	Sep 27, 2022	Oct 5, 2022 8 days later	Mutual Fund
SPDR S&P 500 ETF TrustF S: New S O: Mor…	buyOpen	$1K – $15K	Sep 15, 2022	Oct 5, 2022 20 days later	Mutual Fund
MA	sellReduce	$1K – $15K	Sep 15, 2022	Oct 5, 2022 20 days later	—
IFF	sellReduce	$1K – $15K	Sep 15, 2022	Oct 5, 2022 20 days later	—
CMCSA	sellReduce	$1K – $15K	Sep 15, 2022	Oct 5, 2022 20 days later	—
Virtus Vontobel Foreign OppF S: New S O…	buyOpen	$1K – $15K	Aug 30, 2022	Sep 10, 2022 11 days later	Mutual Fund * For the complete list of asset type abbreviations, please visit https://fd.house.gov/reference/asset-type-codes.aspx . https://fd.house.gov/reference/asset-type-codes.aspx A C D Morgan Stanley Morgan Stanley INH IRA I P O Yes No C S I CERTIFY that the statements I have made on the attached Periodic Transaction Report are true, complete, and correct to the best of my knowledge and belief. Further, I CERTIFY that I have disclosed all transactions as required by the STOCK Act. Digitally Signed: Hon. Robert J. Wittman , 09/10/2022
iShares US Technology ETFF S: New S O: …	sellReduce	$1K – $15K	Aug 16, 2022	Sep 10, 2022 25 days later	Mutual Fund
Goldman Activebeta US LC ETFF S: New S …	sellReduce	$1K – $15K	Aug 16, 2022	Sep 10, 2022 25 days later	Mutual Fund
SPDR Blackstone Senior LoanF S: New S O…	sellReduce	$1K – $15K	Aug 10, 2022	Sep 10, 2022 31 days later	Mutual Fund
MSFT	buyOpen	$1K – $15K	Aug 10, 2022	Sep 10, 2022 31 days later	—
iShares US Technology ETFF S: New S O: …	buyOpen	$1K – $15K	Aug 10, 2022	Sep 10, 2022 31 days later	Mutual Fund
AMZN	buyOpen	$1K – $15K	Aug 10, 2022	Sep 10, 2022 31 days later	—
GOOG	buyOpen	$1K – $15K	Aug 10, 2022	Sep 10, 2022 31 days later	—
TJX	buyOpen	$1K – $15K	Jul 15, 2022	Aug 13, 2023 394 days later	—
WMT	buyOpen	$1K – $15K	Jul 15, 2022	Aug 10, 2022 26 days later	—
BAX	buyOpen	$1K – $15K	Jul 15, 2022	Aug 10, 2022 26 days later	—
ABT	buyOpen	$1K – $15K	Jul 15, 2022	Aug 10, 2022 26 days later	—
WMT	sellReduce	$1K – $15K	Jun 16, 2022	Jul 8, 2022 22 days later	—
WMT	buyOpen	$1K – $15K	Jun 16, 2022	Jul 8, 2022 22 days later	—
TJX	sellReduce	$1K – $15K	Jun 16, 2022	Jul 8, 2022 22 days later	—
SPY	sellReduce	$1K – $15K	Jun 16, 2022	Jul 8, 2022 22 days later	—
IWB	buyOpen	$1K – $15K	Jun 16, 2022	Jul 8, 2022 22 days later	—
IVV	sellReduce	$1K – $15K	Jun 16, 2022	Jul 8, 2022 22 days later	—

Source: the original filing