Congress
Robert Wittman
Congressional disclosures describe the filer and reportable household transactions, with amounts in ranges.
Source last checked 2026-10-12 01:31 UTC. Reporting dates appear with the records.
Stock growth & value
Stocks linked to collected disclosures. Prices refresh in the background; the chart shows its actual price dates.
Stock price · move across the chart or use arrow keys
Illustration assumes buying this stock at the first displayed close and holding through the last. It does not represent this person's investment or earnings. Uses stored split-adjusted closing prices, without dividends, fees or taxes. Only mapped USD share positions qualify for firm estimates; options, debt and unmapped holdings are excluded. This chart covers the selected stock.
Annual holdings, 2025
Disclosed value ranges from the annual report. These are not current market values.
| Asset | Disclosed range |
|---|---|
| Rental House - Nags Head, NC [RP] | $1M – $5M |
| Rental Property- Montross, VA [RP] | $100K – $250K |
| 457 Virginia Deferred Compensation Plan ⇒ US Stock Fund [OT] | $100K – $250K |
| AXA Equitable Life Ins Co ⇒ AXA/Legg Mason Strat Alloc GB [OT] | $100K – $250K |
| Morgan Stanley (JT) ⇒ Apple Inc. - Common Stock (AAPL) [ST] | $50K – $100K |
| Blue Ridge Bank Accounts [BA] | $15K – $50K |
| C&F Financial Corporation - Common Stock (CFFI) [ST] | $15K – $50K |
| 401 (a) Virginia Cash Match Plan ⇒ US Stock Fund [OT] | $15K – $50K |
| Morgan Stanley (JT) ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST] | $15K – $50K |
| Morgan Stanley (JT) ⇒ Costco Wholesale Corporation - Common Stock (COST) [ST] | $15K – $50K |
| Morgan Stanley (JT) ⇒ Elevance Health, Inc. Common Stock (ELV) [ST] | $15K – $50K |
| Morgan Stanley (JT) ⇒ Marriott International - Class A Common Stock (MAR) [ST] | $15K – $50K |
| Morgan Stanley (JT) ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | $15K – $50K |
| Morgan Stanley (JT) ⇒ Nationwide Geneva Small Cap Growth Fund Institutional | $15K – $50K |
| Morgan Stanley (JT) ⇒ Royal Gold, Inc. - Common Stock (RGLD) [ST] | $15K – $50K |
| Morgan Stanley (JT) ⇒ The Hartford Insurance Group, Inc. Common Stock (HIG) [ST] | $15K – $50K |
| Morgan Stanley (JT) ⇒ Visa Inc. (V) [ST] | $15K – $50K |
| Morgan Stanley (JT) ⇒ Xylem Inc. Common Stock New (XYL) [ST] | $15K – $50K |
| Morgan Stanley INH IRA ⇒ Lord Abbett Inv Tr. Short Duration Income Fd Cl I (LLDYX) [MF] | $15K – $50K |
| Morgan Stanley INH IRA ⇒ PIMCO Income Fund Class I-2 (PONPX) [MF] | $15K – $50K |
| Morgan Stanley (JT) ⇒ State Street SPDR S&P 500 ETF Trust (SPY) [EF] | $15K – $50K |
| Morgan Stanley (JT) ⇒ Schwab US Dividend Equity ETF (SCHD) [EF] | $15K – $50K |
| Morgan Stanley (JT) ⇒ Principal Fds, Inc. MidCap Fd Institutional Cl (PCBIX) [MF] | $15K – $50K |
| Morgan Stanley (JT) ⇒ NYLI MacKay High Yield Muni Bond Fund Class I (MMHIX) [MF] | $15K – $50K |
| Morgan Stanley (JT) ⇒ Neuberger Berman Intrinsic Value Insti (NINLX) [MF] | $15K – $50K |
| Morgan Stanley (JT) ⇒ Lord Abbett Inv Tr. Short Duration Income Fd Cl I (LLDYX) [MF] | $15K – $50K |
| Morgan Stanley (JT) ⇒ iShares MSCI USA Min Vol Factor ETF (USMV) [EF] | $15K – $50K |
| Morgan Stanley (JT) ⇒ Harding Loevner Fund, Inc. International Eq Pt (HLMIX) [MF] | $15K – $50K |
| Morgan Stanley (JT) ⇒ First Trust Preferred Securities and Income Fund Class I (FPEIX) [MF] | $15K – $50K |
| Morgan Stanley (JT) ⇒ First Trust Amex Biotech Index Fund (FBT) [EF] | $15K – $50K |
| Morgan Stanley (JT) ⇒ First Eagle Global Fund Class I (SGIIX) [MF] | $15K – $50K |
| Morgan Stanley INH IRA ⇒ State Street Communication Services Select Sector SPDR ETF (XLC) [EF] | $15K – $50K |
| Morgan Stanley INH IRA ⇒ State Street Financial Select Sector SPDR ETF (XLF) [EF] | $15K – $50K |
| Morgan Stanley INH IRA ⇒ State Street Technology Select Sector SPDR ETF (XLK) [EF] | $15K – $50K |
| Morgan Stanley INH IRA ⇒ State Street Consumer Staples Select Sector SPDR ETF (XLP) [EF] | $15K – $50K |
| Morgan Stanley INH IRA ⇒ State Street Health Care Select Sector SPDR ETF (XLV) [EF] | $15K – $50K |
| Blue Ridge Bankshares, Inc. Common Stock (BRBS) [ST] | $1K – $15K |
| C&F Bank Accounts [BA] | $1K – $15K |
| National Western Life Annuity [OT] | $1K – $15K |
| 401 (a) Virginia Cash Match Plan ⇒ Target Date 2025 Portfolio [OT] | $1K – $15K |
| 457 Virginia Deferred Compensation Plan ⇒ Target Date 2025 Portfolio [OT] | $1K – $15K |
| Morgan Stanley (JT) ⇒ Abbott Laboratories Common Stock (ABT) [ST] | $1K – $15K |
| Morgan Stanley (JT) ⇒ AbbVie Inc. Common Stock (ABBV) [ST] | $1K – $15K |
| Morgan Stanley (JT) ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST] | $1K – $15K |
| Morgan Stanley (JT) ⇒ American Express Company Common Stock (AXP) [ST] | $1K – $15K |
| Morgan Stanley (JT) ⇒ American Tower Corporation (AMT) [ST] | $1K – $15K |
| Morgan Stanley (JT) ⇒ Broadcom Inc. - Common Stock (AVGO) [ST] | $1K – $15K |
| Morgan Stanley (JT) ⇒ CASH [BA] | $1K – $15K |
| Morgan Stanley (JT) ⇒ Charles Schwab Corporation (SCHW) [ST] | $1K – $15K |
| Morgan Stanley (JT) ⇒ Chevron Corporation Common Stock (CVX) [ST] | $1K – $15K |
| Morgan Stanley (JT) ⇒ Comcast Corporation - Class A Common Stock (CMCSA) [ST] | $1K – $15K |
| Morgan Stanley (JT) ⇒ Crown Castle Inc. Common Stock (CCI) [ST] | $1K – $15K |
| Morgan Stanley (JT) ⇒ Dominion Energy, Inc. Common Stock (D) [ST] | $1K – $15K |
| Morgan Stanley (JT) ⇒ ExxonMobil Holdings Corporation Common Stock (XOM) [ST] | $1K – $15K |
| Morgan Stanley (JT) ⇒ Home Depot, Inc. (HD) [ST] | $1K – $15K |
| Morgan Stanley (JT) ⇒ ITT Inc. Common Stock (ITT) [ST] | $1K – $15K |
| Morgan Stanley (JT) ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST] | $1K – $15K |
| Morgan Stanley (JT) ⇒ Linde plc - Ordinary Shares (LIN) [ST] | $1K – $15K |
| Morgan Stanley (JT) ⇒ Lowe's Companies, Inc. Common Stock (LOW) [ST] | $1K – $15K |
| Morgan Stanley (JT) ⇒ Marsh & McLennan Companies, Inc. Common Stock (MMC) [ST] | $1K – $15K |
| Morgan Stanley (JT) ⇒ Mastercard Incorporated Common Stock (MA) [ST] | $1K – $15K |
| Morgan Stanley (JT) ⇒ McDonald's Corporation Common Stock (MCD) [ST] | $1K – $15K |
| Morgan Stanley (JT) ⇒ Mondelez International, Inc. - Class A Common Stock (MDLZ) [ST] | $1K – $15K |
| Morgan Stanley (JT) ⇒ Motorola Solutions, Inc. Common Stock (MSI) [ST] | $1K – $15K |
| Morgan Stanley (JT) ⇒ NextEra Energy, Inc. Common Stock (NEE) [ST] | $1K – $15K |
| Morgan Stanley (JT) ⇒ Packaging Corporation of America Common Stock (PKG) [ST] | $1K – $15K |
| Morgan Stanley (JT) ⇒ Pepsico, Inc. (PEP) [ST] | $1K – $15K |
| Morgan Stanley (JT) ⇒ Piedmont Realty Trust, Inc. Class A Common Stock (PDM) [ST] | $1K – $15K |
| Morgan Stanley (JT) ⇒ Procter & Gamble Company (PG) [ST] | $1K – $15K |
| Morgan Stanley (JT) ⇒ Prologis, Inc. Common Stock (PLD) [ST] | $1K – $15K |
| Morgan Stanley (JT) ⇒ S&P Global Inc. Common Stock (SPGI) [ST] | $1K – $15K |
| Morgan Stanley (JT) ⇒ Texas Instruments Incorporated - Common Stock (TXN) [ST] | $1K – $15K |
| Morgan Stanley (JT) ⇒ TJX Companies, Inc. (TJX) [ST] | $1K – $15K |
| Morgan Stanley (JT) ⇒ Trane Technologies plc (TT) [ST] | $1K – $15K |
| Morgan Stanley (JT) ⇒ Union Pacific Corporation Common Stock (UNP) [ST] | $1K – $15K |
| Morgan Stanley (JT) ⇒ UnitedHealth Group Incorporated Common Stock (UNH) [ST] | $1K – $15K |
| Morgan Stanley (JT) ⇒ Verizon Communications Inc. Common Stock (VZ) [ST] | $1K – $15K |
| Morgan Stanley (JT) ⇒ Walmart Inc. Common Stock (WMT) [ST] | $1K – $15K |
| Morgan Stanley (JT) ⇒ WEC Energy Group, Inc. Common Stock (WEC) [ST] | $1K – $15K |
| Morgan Stanley (JT) ⇒ Zoetis Inc. Class A Common Stock (ZTS) [ST] | $1K – $15K |
| Morgan Stanley INH IRA ⇒ Apple Inc. - Common Stock (AAPL) [ST] | $1K – $15K |
| Morgan Stanley INH IRA ⇒ CASH [BA] | $1K – $15K |
| Morgan Stanley INH IRA ⇒ First Trust Rising Dividend Achievers ETF (RDVY) [EF] | $1K – $15K |
| Morgan Stanley INH IRA ⇒ iShares Expanded Tech Sector ETF (IGM) [EF] | $1K – $15K |
| Morgan Stanley INH IRA ⇒ Janus Henderson Global Life Sciences Fund - I Shares (JFNIX) [MF] | $1K – $15K |
| Morgan Stanley INH IRA ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | $1K – $15K |
| Morgan Stanley INH IRA ⇒ PGIM Jennison Global Opportunities Fund Class Z (PRJZX) [MF] | $1K – $15K |
| Morgan Stanley INH IRA ⇒ PGIM Ultra Short Bond ETF (PULS) [EF] | $1K – $15K |
| Morgan Stanley INH IRA ⇒ PIMCO Income Fund Class I-2 (PONPX) [MF] | $1K – $15K |
| Morgan Stanley INH IRA ⇒ Principal Fds, Inc. MidCap Fd Institutional Cl (PCBIX) [MF] | $1K – $15K |
| Morgan Stanley INH IRA ⇒ T. Rowe Price Blue Chip Growth Fund, Inc. (TRBCX) [MF] | $1K – $15K |
| Morgan Stanley INH IRA ⇒ WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) [EF] | $1K – $15K |
| Morgan Stanley IRA ⇒ Invesco S&P 500 Equal Weight Technology ETF (RSPT) [EF] . | $1K – $15K |
| Morgan Stanley INH IRA ⇒ iShares Biotechnology ETF (IBB) [EF] | $1K – $15K |
| Morgan Stanley INH IRA ⇒ Vanguard Small-Cap ETF (VB) [EF] | $1K – $15K |
| Morgan Stanley INH IRA ⇒ Vanguard S&P 500 ETF (VOO) [EF] | $1K – $15K |
| Morgan Stanley INH IRA ⇒ State Street Utilities Select Sector SPDR ETF (XLU) [EF] | $1K – $15K |
| Morgan Stanley INH IRA ⇒ State Street Consumer Discretionary Select Sector SPDR ETF (XLY) [EF] | $1K – $15K |