Our reconstruction from the PDF filings — can be wrong. Always check the source PDF. Not advice.
Benjamin L Cardin
SenateFollowing their disclosures vs. same money in SPY: -269.4 pts
Cumulative return you could actually have earned by copying them (blue) vs. the same dollars on the same days in SPY (amber). Every position is opened at the close of the session after the filing became public — not on the day they traded, which nobody could have known at the time. Each position is sized from the middle of its disclosed range — filings give a band, not a number. Returns are time-weighted, so money paid in is stripped out and only performance is left. Each vertical line is a notable disclosed buy / sell, tagged with the company logo (their biggest, earliest and most recent trades). A dotted line / ° is an options trade: we buy that many dollars of the underlying stock, since the filing gives no strike or expiry — which understates the real leverage rather than overstating it.
Trades
| Ticker | Amount | Traded | Disclosed | ||
|---|---|---|---|---|---|
| BUY |  AF AFIFX
mutual fund
(joint)
|
$1K–$15K | 2024-12-19 | 2025-01-14 | PDF → |
| BUY |  GF GFAFX
mutual fund
(joint)
|
$1K–$15K | 2024-12-19 | 2025-01-14 | PDF → |
| BUY |  BG BGRFX
mutual fund
(joint)
|
$1K–$15K | 2024-12-18 | 2025-01-14 | PDF → |
| BUY |  LB LBSAX
mutual fund
|
$1K–$15K | 2024-12-13 | 2025-01-14 | PDF → |
| BUY | LB LBSAX
mutual fund
(joint)
|
$1K–$15K | 2024-12-13 | 2025-01-14 | PDF → |
| BUY |  AE AEGFX
mutual fund
|
$1K–$15K | 2024-12-11 | 2025-01-14 | PDF → |
| SELL |  IV IVV
(spouse)
|
$1K–$15K | 2024-12-05 | 2025-01-14 | PDF → |
| SELL | Meyer M. Cardin Trust - US Treasury Notes du govt security (joint) | $15K–$50K | 2024-12-02 | 2025-01-14 | PDF → |
| BUY | Maryland College Investment Plan - Portfolio other (spouse) | $1K–$15K | 2024-10-16 | 2025-01-14 | PDF → |
| BUY | Maryland College Investment Plan - Portfolio other | $1K–$15K | 2024-10-16 | 2025-01-14 | PDF → |
| BUY | Meyer M. Cardin Trust - Invesco Global 45 Di other (joint) | $15K–$50K | 2024-10-09 | 2025-01-14 | PDF → |
| SELL | Meyer M. Cardin Trust - Invesco Global 45 Di other (joint) | $15K–$50K | 2024-10-08 | 2025-01-14 | PDF → |
| BUY | IV IVV
(spouse)
|
$1K–$15K | 2024-10-03 | 2025-01-14 | PDF → |
| BUY |  IU IUSB
(spouse)
|
$1K–$15K | 2024-10-03 | 2025-01-14 | PDF → |
| SELL |  EM EMB
(spouse)
|
$1K–$15K | 2024-10-03 | 2025-01-14 | PDF → |
| SELL |  BL BLV
(spouse)
|
$1K–$15K | 2024-10-03 | 2025-01-14 | PDF → |
| SELL |  MI MINT
(spouse)
|
$1K–$15K | 2024-10-03 | 2025-01-14 | PDF → |
| SELL |  XL XLV
other
(spouse)
|
$1K–$15K | 2024-10-03 | 2025-01-14 | PDF → |
| BUY | Meyer M, Cardin Trust First Trust DSIP 3rd Q other (joint) | $100K–$250K | 2024-09-16 | 2025-01-14 | PDF → |
| BUY | Meyer M. Cardin Trust - Invesco Global 45 Di other (joint) | $15K–$50K | 2024-09-16 | 2025-01-14 | PDF → |
| SELL | AE AEGFX
mutual fund
|
$50K–$100K | 2024-07-25 | 2025-01-14 | PDF → |
| BUY | IU IUSB
|
$1K–$15K | 2024-07-22 | 2025-01-14 | PDF → |
| BUY |  IT ITOT
|
$15K–$50K | 2024-07-22 | 2025-01-14 | PDF → |
| SELL |  IW IWM
|
$15K–$50K | 2024-07-22 | 2025-01-14 | PDF → |
| SELL | Meyer M. Cardin Trust - Invesco Global 45 Di other (joint) | $15K–$50K | 2024-07-22 | 2025-01-14 | PDF → |
| SELL | Meyer M. Cardin Trust First Trust Select DSI other (joint) | $100K–$250K | 2024-07-19 | 2025-01-14 | PDF → |
| SELL |  AG AGG
(spouse)
|
$1K–$15K | 2024-07-19 | 2025-01-14 | PDF → |
| BUY |  VM VMBS
(spouse)
|
$1K–$15K | 2024-07-19 | 2025-01-14 | PDF → |
| BUY |  XL XLE
other
(spouse)
|
$1K–$15K | 2024-07-19 | 2025-01-14 | PDF → |
| BUY | AE AEGFX
mutual fund
|
$1K–$15K | 2024-06-11 | 2025-01-14 | PDF → |
Estimated current holdings
Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Oct 29, 2026) — our best estimate of what Cardin still holds (options and bonds aren't counted). A recent tag means they've traded that name in the last 18 months, so it's more likely still current; the rest could have been sold in a filing we haven't matched.
| Ticker | Est. value | Weight | Return on lots held | 1st buy | Last trade | |
|---|---|---|---|---|---|---|
 VE VEA |
$157K | 10.7% | +107.4% | May 2014 | Apr 2023 | |
| IT ITOT |
$157K | 10.6% | +76.7% | May 2022 | Jul 2024 | |
| IU IUSB |
$130K | 8.8% | +10.4% | May 2022 | Oct 2024 | |
| IV IVV |
$124K | 8.4% | +89.4% | May 2018 | Dec 2024 | |
| EM EMB |
$119K | 8.1% | +29.5% | May 2015 | Oct 2024 | |
 US USHY |
$87K | 5.9% | +28.9% | May 2023 | Jul 2023 | |
 JN JNK |
$81K | 5.5% | +55.9% | May 2015 | Apr 2018 | |
 IJ IJT |
$77K | 5.2% | +179.7% | May 2015 | May 2014 | |
| IW IWM |
$73K | 4.9% | +74.2% | May 2018 | Jul 2024 | |
 IJ IJS |
$72K | 4.9% | +163.7% | May 2015 | May 2014 | |
 PD PDBC |
$59K | 4.0% | +115.0% | May 2018 | Nov 2017 | |
 VO VO |
$57K | 3.8% | +64.2% | May 2020 | Apr 2024 | |
| AG AGG |
$38K | 2.6% | +9.1% | May 2018 | Jul 2024 | |
 LQ LQD |
$36K | 2.4% | +31.2% | May 2015 | May 2014 | |
 VW VWO |
$34K | 2.3% | +78.8% | May 2014 | Aug 2023 | |
 GS GSLC |
$27K | 1.8% | +88.6% | May 2020 | Apr 2024 | |
 IE IEMG |
$25K | 1.7% | +76.3% | May 2019 | Oct 2023 | |
 IJ IJK |
$20K | 1.3% | +180.4% | May 2015 | Nov 2017 | |
 IV IVW |
$19K | 1.3% | +436.2% | May 2015 | Mar 2024 | |
 IJ IJH |
$18K | 1.3% | +59.0% | May 2018 | Aug 2022 | |
 IJ IJJ |
$15K | 1.0% | +164.8% | May 2015 | Nov 2017 | |
 HY HYLB |
$14K | 1.0% | +28.1% | May 2020 | Jul 2022 | |
 IE IEFA |
$11K | 0.7% | +39.4% | May 2024 | Oct 2023 | |
 VF VFH |
$7K | 0.5% | +91.8% | May 2022 | Oct 2022 | |
 VC VCIT |
$6K | 0.4% | +29.0% | May 2014 | Jan 2022 | |
 VN VNQI |
$4K | 0.3% | +0.0% | May 2016 | Jul 2019 | |
| VM VMBS |
$4K | 0.3% | +7.1% | May 2019 | Jul 2024 | |
 VC VCSH |
$3K | 0.2% | +21.6% | May 2014 | Apr 2020 |
Filings 17 on file · every disclosure Cardin has made
| # | Type | Filed | Trades in it | Filing |
|---|---|---|---|---|
| 1 | Annual | 2025-01-14 653d ago | 45 | PDF → |
| 2 | Annual | 2024-05-15 897d ago | 66 | PDF → |
| 3 | Annual | 2023-05-15 1263d ago | 148 | PDF → |
| 4 | Annual | 2022-05-16 1627d ago | 85 | PDF → |
| 5 | Annual | 2021-05-17 1991d ago | 63 | PDF → |
| 6 | Annual | 2020-05-15 2358d ago | 76 | PDF → |
| 7 | Annual | 2019-05-15 2724d ago | 80 | PDF → |
| 8 | Annual | 2018-05-15 3089d ago | 70 | PDF → |
| 9 | PTR | 2018-05-02 3102d ago | 2 | PDF → |
| 10 | Annual | 2017-05-15 3454d ago | 77 | PDF → |
| 11 | Annual | 2016-05-16 3818d ago | 50 | PDF → |
| 12 | Annual | 2015-05-15 4185d ago | 72 | PDF → |
| 13 | PTR | 2015-03-14 4247d ago | 2 | PDF → |
| 14 | PTR | 2014-12-01 4350d ago | 1 | PDF → |
| 15 | PTR | 2014-11-29 4352d ago | 3 | PDF → |
| 16 | Annual | 2014-05-15 4550d ago | 64 | PDF → |
| 17 | PTR | 2014-04-15 4580d ago | 7 | PDF → |
Source: the Secretary of the Senate, Periodic Transaction Reports. Filings are a legal disclosure, not a recommendation, and can lag the actual trade by up to 45 days. Not investment advice.
Continue with Google