Gerald E. Connolly
DemocratVA·30 disclosed trades·3 tickers
Volume traded
$338.0K
gross buys + sells, not wealth
Net flow
−$338.0K
Median gap
4d
limit is 45d
Filed late
10%
3 of 30
Last trade
2025-05-13
Reported holdings, 31 December 2024
From their annual Financial Disclosure, filed 5/13/2025 — 41 assets, about $4.0M at the middle of each value range.
- Calvert Bond Fund10.3%
- DFA International Social Core Equity Portfolio10.3%
- TSBIX · Nuveen Core Impact Bond Fund R6 (TSBIX)10.3%
- NMVAX · Nuveen Virginia TF Value Fund Cl R (NMVAX)9.4%
- ESGU · iShares ESG Aware MSCI USA ETF (ESGU)5.4%
- Other 36 assets54.1%
By type: Mutual Fund 62% · Stock 13% · Exchange Traded Fund 10% · Bank Deposit 8% · Annuity 4% · Life Insurance 3%
| Asset | Type | Value | Share | Held by |
|---|---|---|---|---|
Calvert Bond Fundin TIAA IRA - Self, TIAA IRA - Spouse | Mutual Fund | ≈ $407.5K | 10.3% | Self, Spouse |
DFA International Social Core Equity Portfolioin TIAA IRA - Self, TIAA IRA - Spouse | Mutual Fund | ≈ $407.5K | 10.3% | Self, Spouse |
TSBIXNuveen Core Impact Bond Fund R6 (TSBIX)in TIAA IRA - Self, TIAA IRA - Spouse | Mutual Fund | ≈ $407.5K | 10.3% | Self, Spouse |
NMVAXNuveen Virginia TF Value Fund Cl R (NMVAX)in TIAA Joint | Mutual Fund | $250,001 - $500,000 | 9.4% | Joint |
ESGUiShares ESG Aware MSCI USA ETF (ESGU)in TIAA IRA - Self, TIAA IRA - Spouse, TIAA Joint | Exchange Traded Fund | ≈ $215.5K | 5.4% | Joint, Self, Spouse |
TISCXNuveen Large Cap Responsible Equity Fund R6 (TISCX)in TIAA IRA - Self, TIAA IRA - Spouse | Mutual Fund | ≈ $207.5K | 5.2% | Self, Spouse |
Parnassus Core Equity Fundin TIAA IRA - Self, TIAA IRA - Spouse | Mutual Fund | ≈ $207.5K | 5.2% | Self, Spouse |
TIAA Cref Traditional Retirementin TIAA CREF - Self | Annuity | $100,001 - $250,000 | 4.4% | Self |
| Stock | $100,001 - $250,000 | 4.4% | Joint | |
Met Life Insurance Policy Cash Value | Life Insurance | ≈ $115.5K | 2.9% | Self, Spouse |
DFA Emerging Markets Social Core Equity Portfolioin TIAA IRA - Self, TIAA IRA - Spouse | Mutual Fund | ≈ $83.0K | 2.1% | Self, Spouse |
PHYQXPGIM High Yield Fund Class R6 (PHYQX)in TIAA IRA - Self, TIAA IRA - Spouse | Mutual Fund | ≈ $83.0K | 2.1% | Self, Spouse |
TIAA Cash Accountsin TIAA IRA - Self, TIAA IRA - Spouse | Bank Deposit | ≈ $83.0K | 2.1% | Self, Spouse |
Truist Money Market - Federated Virginia Municipal Cash TR SS | Bank Deposit | $50,001 - $100,000 | 1.9% | Self |
United Bank | Bank Deposit | $50,001 - $100,000 | 1.9% | Self |
The 15 largest of 41. The filed report lists every one.
The member's own statement of what they, their spouse and dependent children held on 31 December 2024. Values are ranges, so the dollar figure and shares use the middle of each range (the floor of an open-ended one), and an asset held in several accounts is their sum. Assets sold or emptied during the year are left out. 1 asset is valued "undetermined" and not counted.
Every disclosed trade
30 rows. Sort any column; Source opens the filed PDF.
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