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Joint Committee on Taxation - Personal Financial Disclosures

Reports are organized by filing date. For example, a report filed in 2007 covering the 2006 year is listed as a 2007 report.

Congressional Staff's Financial Disclosure:

  • Nega, Joseph Walter (Joe)
    • 2013: Annual, Annual
    • 2012: Annual
    • 2011: Annual
    • 2010: Annual, Annual (Amendment)
    • 2009: Annual
    • 2008: Annual
    • 2007: Annual
  • Newland, Dee Edward Jr. (Ned)
    • 2012: Termination
    • 2011: Annual
    • 2010: Annual, Annual (Amendment)
    • 2009: Annual
    • 2008: Annual
    • 2007: Annual
  • Noren, David Glen
    • 2006: Termination
  • Norman, Hal G.
    • 2013: Annual, Termination
    • 2012: Annual
    • 2011: Annual
    • 2010: Annual
    • 2009: Annual
    • 2008: Annual
    • 2007: Annualnotes
  • Northern, Jayne Ellen
    • 2023: Annual
  • O'Brien, Melissa A.
    • 2023: Annual
  • Overend, Christopher John (Chris)
    • 2022: Extension Letter
    • 2021: Extension Letter
    • 2020: Extension Letter
    • 2019: Annual
    • 2018: Annual
    • 2016: Annual
    • 2015: Annual
    • 2014: Extension Letter
    • 2013: Annual
    • 2012: Annual, Annual (Amendment)
    • 2011: Annual, Annual (Amendment)
    • 2010: Annual, Annual (Amendment)
    • 2009: Annual
    • 2008: Annual, Annual (Amendment)
    • 2007: Annual
  • Pecoraro, Brandon H.
    • 2023: Annual
    • 2022: Annual
    • 2021: Annual, Extension Letter
    • 2020: Extension Letter
    • 2019: Annual
    • 2018: Annual, Annual (Amendment)
    • 2016: Annual
  • Poplock, Darrell N.
    • 2009: Termination
    • 2008: Annual
    • 2007: New Hire
  • Reid, Alexander Lyman (Alex)
    • 2012: Termination
    • 2011: Annualnotes
  • Richards, Zachary W. (Zach)
    • 2023: Annual
    • 2022: Annual
    • 2021: Annual, Extension Letter
    • 2020: Annual, Extension Letter
    • 2019: Annual
    • 2018: Annual
    • 2016: Annual
  • Robinson, Matthew Noble (Matt)
    • 2020: Annual
  • Rock, Cecily Wyatt
    • 2023: Annual
    • 2022: Annual
    • 2021: Extension Letter
    • 2020: Annual, Extension Letter
    • 2019: Annual
    • 2018: Annual
    • 2015: Annual
    • 2013: Annual
    • 2012: Annual
    • 2011: Annual
    • 2010: Annual, Annual (Amendment)
    • 2009: Annual
    • 2008: Annual
    • 2007: Annual
  • Rohrs, Jane
    • 2011: Termination
    • 2010: Annual, Annual (Amendment)
    • 2009: New Hirenotes
  • Roth, Kristine Agnes
    • 2023: Annual
    • 2022: Annual
    • 2021: Annual, Extension Letter
    • 2020: Annual, Extension Letter
    • 2019: Annual
    • 2018: Annual
    • 2015: Annual
    • 2013: Annual
    • 2012: Annual
    • 2011: Annualnotes
  • Russo, Karl Edward
    • 2018: Annual, Termination
    • 2015: Annual
    • 2013: Annual
    • 2012: Annual
    • 2011: Annualnotes
  • Santamaria, Monisha C.
    • 2022: Termination, Stock transaction (03/22/2022), Stock transaction (03/19/2022), Stock transaction (03/14/2022), Stock transaction (03/10/2022), Stock transaction (02/25/2022)
    • 2021: Annual, Annual (Amendment), Extension Letter, Stock transaction (08/04/2021), Stock transaction (06/21/2021)
    • 2020: New Hire
  • Schmitt, Bernard A.
    • 2017: Termination
    • 2016: Annual
    • 2015: Annual
    • 2014: Extension Letter
    • 2013: Annual
    • 2012: Annual
    • 2011: Annual
    • 2010: Annual
    • 2009: Annual
    • 2008: Annual, Annual (Amendment)
    • 2007: Annualnotes
  • Schramm, Heidi R.
    • 2020: Extension Letter
    • 2019: Annual
    • 2018: Annual
    • 2016: Annual
  • Shima, Frank J.
    • 2023: Termination
  • Smith, Carolyn E.
    • 2007: Annual, Termination
  • Splinter, David G.
    • 2023: Annual
    • 2022: Annual
    • 2021: Annual, Extension Letter
    • 2020: Extension Letter
    • 2019: Annual
    • 2016: Annual, Annual (Amendment)
    • 2013: Annual
  • Stuntz, Lori
    • 2019: Annual
    • 2016: Annual
    • 2015: Annual
    • 2013: Annual
    • 2012: Annual
    • 2011: Annual
  • Sutton, William T. (Bill)
    • 2011: Annual, Termination
    • 2010: Annual, Annual (Amendment)
    • 2009: Annual
    • 2008: Annual
    • 2007: Annualnotes
  • Thomas, Melvin C. Jr.
    • 2009: Termination
    • 2008: Annual
    • 2007: Annual
  • Trigg, Hugh Brenton (Brent)
    • 2023: Annual, Stock transaction (04/06/2023), Stock transaction (03/13/2023)
    • 2022: Annual
    • 2021: Annual, Extension Letter
    • 2020: Annual, Extension Letter
    • 2019: Annual, Stock transaction (01/03/2019)
    • 2018: Annual, Stock transaction (10/30/2018)
    • 2016: Annual
    • 2015: Annual
    • 2014: Stock transaction (12/03/2014), Stock transaction (05/14/2014)
    • 2013: Annual
    • 2012: Annual
    • 2011: Annual
  • Tucker, Natalie A.
    • 2023: Annual
    • 2022: Annual, Stock transaction (08/24/2022), Stock transaction (08/09/2022), Stock transaction (08/02/2022), Stock transaction (07/18/2022), Stock transaction (07/11/2022), Stock transaction (07/05/2022), Stock transaction (05/17/2022), Stock transaction (05/13/2022), Stock transaction (04/18/2022)
    • 2021: Annual, Extension Letter, Stock transaction (12/14/2021), Stock transaction (12/09/2021)
    • 2020: Annual, Extension Letter, Stock transaction (11/30/2020), Stock transaction (11/18/2020), Stock transaction (11/06/2020), Stock transaction (09/11/2020), Stock transaction (07/27/2020)
    • 2019: Annual
    • 2018: Annual
    • 2016: Annual
    • 2015: Annual
  • Udell, Michael A. (Mike)
    • 2008: Annual, Termination
    • 2007: Annual
  • Wang, Carol Hsing
    • 2023: Annual
    • 2022: Annual
  • Way, Kashi M.
    • 2023: Annual, Annual (Amendment)
    • 2022: Annual
    • 2021: Annual, Extension Letter
    • 2020: Annual, Extension Letter
    • 2019: Annual
    • 2016: Annual
    • 2015: Annual
    • 2013: Annual
    • 2012: Annual
    • 2011: Annual
    • 2010: Annualnotes
  • Williams, Pamela (Pam)
    • 2023: Termination
  • Witt, Kristeen R.
    • 2015: Annual, Termination
    • 2013: Annual
    • 2012: Annual
    • 2011: Annualnotes
  • Xu, Lin
    • 2023: Annual
    • 2022: Annual
    • 2021: Annual, Extension Letter
    • 2020: Annual, Extension Letter, Stock transaction (05/14/2020)
    • 2019: Annual
    • 2018: New Hire
  • Zanazanian, Andranik A. (Andy)
    • 2022: Termination
    • 2021: Annual
    • 2020: New Hire