Politicians
Total Trades
69
Trade Volume
$874K
Midpoint of disclosed ranges
Issuers
1
Unique tickers
Last Traded
2021-12-10
Est. Net Worth
-$21K
2013 disclosure
About Jim Matheson
Jim Matheson is a Democrat who represented Utah’s 4th Congressional District in the U.S. House of Representatives from January 3, 2013, to January 3, 2015. Born March 21, 1960, he previously served multiple terms in Congress representing Utah districts. During his tenure, he was known as a centrist member of the House Democratic caucus.
During his final term in Congress, Matheson disclosed 38 trades with an estimated total trading volume of approximately $0.5 million. His activity skewed toward buying, with 27 purchases compared to 11 sales. The majority of his disclosed transactions—37 trades—were concentrated in a single unnamed security, with one additional trade in Realty Income Corp. (O). With 38 total trades, his activity level was modest compared to more active congressional traders, reflecting a limited but buy-leaning trading profile.
Jim Matheson's Trades
Trading Activity
Page 2: 19 of 69 trades
| Date | Asset | Type | Amount |
|---|---|---|---|
| 2012-02-10 | Fidelity Funds - Asset Manager 50%OTHE | buy | $1K – $15K |
| 2012-02-10 | Fidelity Funds - Export and MultinationalOTHE | buy | $1K – $15K |
| 2012-02-10 | Equitable Life Insurance Fund - AXA Moderate AllocationFUND | buy | $1K – $15K |
| 2012-01-05 | Vanguard Short Term Treasury FundMUNI | buy | $1K – $15K |
| 2011-12-10 | Fidelity Fund (continued) - Low Priced StockFUND | buy | $1K – $15K |
| 2011-12-10 | Fidelity Fund (Continued) - Low Priced StockFUND | buy | $1K – $15K |
| 2010-12-21 | Alpine Dynamic Dividend FundFUND | buy | $15K – $50K |
| 2010-12-12 | O | buy | $15K – $50K |
| 2010-12-11 | Alpine Dynamic Dividend FundFUND | buy | — |
| 2010-12-11 | Fidelity Fund (continued) - Low Priced StockFUND | buy | $1K – $15K |
| 2009-04-12 | Utah Educational Saving Plan - Age Based Moderate FundFUND | buy | $50K – $100K |
| 2009-02-08 | Wasatch Micro Cap FundFUND | sell | $15K – $50K |
| 2006-09-08 | Vanguard Total Stock Market Index FundFUND | sell | $1K – $15K |
| 2006-09-08 | Fidelity Municipal Income FundMUNI | sell | $1K – $15K |
| 2006-09-08 | Vanguard Wellesley Income FundFUND | sell | $1K – $15K |
| 2005-02-08 | Vanguard Emerging Markets Index Fund (Spart)FUND | sell | $1K – $15K |
| 2005-02-08 | T. Rowe Price Small Cap Stock FundFUND | sell | $1K – $15K |
| 2005-02-08 | Wasatch Micro Cap FundFUND | sell | $1K – $15K |
| 2001-02-28 | Vanguard Short Term Treasury FundMUNI | buy | $1K – $15K |
Fidelity Funds - Asset Manager 50%buy
2012-02-10$1K – $15K
Owner: Self
Fidelity Funds - Export and Multinationalbuy
2012-02-10$1K – $15K
Owner: Self
Equitable Life Insurance Fund - AXA Moderate Allocationbuy
2012-02-10$1K – $15K
Owner: Self
Vanguard Short Term Treasury Fundbuy
2012-01-05$1K – $15K
Owner: Self
Fidelity Fund (continued) - Low Priced Stockbuy
2011-12-10$1K – $15K
Owner: Self
Fidelity Fund (Continued) - Low Priced Stockbuy
2011-12-10$1K – $15K
Owner: Self
Alpine Dynamic Dividend Fundbuy
2010-12-21$15K – $50K
Owner: Self
Alpine Dynamic Dividend Fundbuy
2010-12-11—
Owner: Self
Fidelity Fund (continued) - Low Priced Stockbuy
2010-12-11$1K – $15K
Owner: Self
Utah Educational Saving Plan - Age Based Moderate Fundbuy
2009-04-12$50K – $100K
Owner: Self
Wasatch Micro Cap Fundsell
2009-02-08$15K – $50K
Owner: Spouse
Vanguard Total Stock Market Index Fundsell
2006-09-08$1K – $15K
Owner: Spouse
Fidelity Municipal Income Fundsell
2006-09-08$1K – $15K
Owner: Self
Vanguard Wellesley Income Fundsell
2006-09-08$1K – $15K
Owner: Spouse
Vanguard Emerging Markets Index Fund (Spart)sell
2005-02-08$1K – $15K
Owner: Self
T. Rowe Price Small Cap Stock Fundsell
2005-02-08$1K – $15K
Owner: Self
Wasatch Micro Cap Fundsell
2005-02-08$1K – $15K
Owner: Spouse
Vanguard Short Term Treasury Fundbuy
2001-02-28$1K – $15K
Owner: Self