Politicians
Total Trades
168
Trade Volume
$3.2M
Midpoint of disclosed ranges
Issuers
78
Unique tickers
Last Traded
2022-09-16
Est. Net Worth
$14.2M
2013 disclosure
About Joseph P. Kennedy III
Joseph P. Kennedy III is a Democrat who represented Massachusetts in the U.S. House of Representatives from January 3, 2019, to January 3, 2021. Born on October 4, 1980, he served one term in Congress during the 116th Congress. Committee assignments are not listed in the available data.
During his two-year term, Kennedy disclosed 134 stock trades with an estimated total trading volume of $2.7 million, placing him among the more active House traders of that Congress. His activity skewed toward selling, with 89 sales compared to 45 purchases. The most frequently traded holdings included one security traded 10 times, Kinder Morgan (KMI) with 6 trades, Verizon (VZ) and Marriott International (MAR) with 5 trades each, and Chubb (CB) with 4 trades. By sector, his trades were concentrated in Energy (7 trades), Technology (6), Financial Services (6), Insurance (4), and Industrials (3), reflecting diversified exposure across major industries.
Joseph P. Kennedy III's Trades
Trading Activity
Page 4: 18 of 168 trades
| Date | Asset | Type | Amount |
|---|---|---|---|
| 2012-01-03 | SU | sell | $1K – $15K |
| 2012-01-03 | TROW | sell | $15K – $50K |
| 2010-12-12 | Fidelity Equity Income FundFUND | sell | $15K – $50K |
| 2010-12-12 | Fidelity Equity Income Fund (page 5, item 1)FUND | sell | $15K – $50K |
| 2009-12-12 | Fidelity Equity Income FundFUND | sell | $15K – $50K |
| 2009-12-12 | Fidelity Equity Income Fund (page 5, item 1)FUND | sell | $15K – $50K |
| 2008-10-12 | WMT | sell | $15K – $50K |
| 2008-07-12 | KMI | sell | $15K – $50K |
| 2007-05-12 | T. Rowe Price Structured Research Common Trust FundFUND | buy | $15K – $50K |
| 2007-05-12 | T. Rowe Price Structured Research Common Trust Fund (page 4, item 6)FUND | buy | $15K – $50K |
| 2003-01-12 | UTX | sell | $15K – $50K |
| 2003-01-12 | BUD | sell | $1K – $15K |
| 2003-01-12 | CB | sell | $1K – $15K |
| 2003-01-12 | DIS | sell | $1K – $15K |
| 2003-01-12 | MAR | sell | $1K – $15K |
| 2003-01-12 | MCD | sell | $1K – $15K |
| 2001-04-12 | Sec Lnd Ser 1OTHE | buy | $15K – $50K |
| 2001-04-12 | SSgA Russell Small Cap Index Sec Lnd Ser 1OTHE | buy | $15K – $50K |
Fidelity Equity Income Fundsell
2010-12-12$15K – $50K
Owner: Spouse
Fidelity Equity Income Fund (page 5, item 1)sell
2010-12-12$15K – $50K
Owner: Spouse
Fidelity Equity Income Fundsell
2009-12-12$15K – $50K
Owner: Spouse
Fidelity Equity Income Fund (page 5, item 1)sell
2009-12-12$15K – $50K
Owner: Spouse
T. Rowe Price Structured Research Common Trust Fundbuy
2007-05-12$15K – $50K
Owner: Spouse
T. Rowe Price Structured Research Common Trust Fund (page 4, item 6)buy
2007-05-12$15K – $50K
Owner: Self
Sec Lnd Ser 1buy
2001-04-12$15K – $50K
Owner: Self
SSgA Russell Small Cap Index Sec Lnd Ser 1buy
2001-04-12$15K – $50K
Owner: Spouse