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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:

  • Arbeit, Jeffrey Samuel
    • 2022: Annual
    • 2021: Annual, Extension Letter
    • 2020: Annual, Extension Letter
    • 2019: Annual
    • 2018: Annual, Extension Letter
    • 2017: Annual, Extension Letter
    • 2016: Annual, Annual (Amendment), Annual (Amendment)
    • 2015: New Hire, Extension Letter, Extension Letter, Stock transaction (11/13/2015), Stock transaction (11/13/2015)
  • Asher, Nita P.
    • 2019: Annual
    • 2018: Annual
    • 2017: Annual (Amendment), Annual (Amendment), New Hire, Extension Letter
  • Barrick, John A.
    • 2009: Annual, Terminationnotes
  • Barthold, Thomas Alan (Tom)
    • 2023: Stock transaction (03/03/2023), Stock transaction (02/08/2023)
    • 2022: Stock transaction (03/11/2022), Stock transaction (02/16/2022)
    • 2021: Extension Letter, Stock transaction (09/13/2021)
    • 2020: Extension Letter, Stock transaction (12/03/2020), Stock transaction (11/23/2020), Stock transaction (10/21/2020), Stock transaction (05/11/2020)
    • 2019: Annual, Stock transaction (05/07/2019), Stock transaction (03/15/2019), Stock transaction (02/13/2019), Stock transaction (01/02/2019)
    • 2018: Annual, Stock transaction (01/25/2018)
    • 2017: Annual, Stock transaction (09/06/2017)
    • 2016: Annual, Stock transaction (09/12/2016)
    • 2015: Annual, Stock transaction (06/26/2015)
    • 2014: Stock transaction (11/14/2014), Stock transaction (10/15/2014), Stock transaction (06/17/2014), Stock transaction (03/04/2014)
    • 2013: Annual, Stock transaction (12/05/2013), Stock transaction (11/21/2013), Stock transaction (10/01/2013)
    • 2012: Annual, Stock transaction (11/13/2012), Stock transaction (09/05/2012), Stock transaction (09/04/2012)
    • 2011: Annual
    • 2010: Annual
    • 2009: Annual
    • 2008: Annual
    • 2007: Annual
  • Betz, Aaron R.
    • 2017: Annual, Termination
    • 2016: Annual
    • 2013: Annual
    • 2012: New Hire, Stock transaction (08/21/2012)notes
  • Bloyer, John Hollis
    • 2013: Annual, Termination
    • 2012: Annual
    • 2011: Annual
    • 2010: Annual, Annual (Amendment)
    • 2009: Annual
    • 2008: Annual
    • 2007: Annualnotes
  • Bornholdt, Gary William
    • 2008: Annual, Termination
    • 2007: Annual
  • Brand, Norman Jay
    • 2022: Annual
    • 2021: Annual, Extension Letter
    • 2020: Annual, Extension Letter
    • 2019: Annual
    • 2018: Annual, Annual (Amendment)
    • 2017: Annual, Stock transaction (08/15/2017), Stock transaction (06/05/2017), Stock transaction (01/31/2017)
    • 2016: Annual, Stock transaction (07/18/2016)
    • 2015: Annual
    • 2014: Annual, Stock transaction (03/11/2014)
    • 2013: Annual
    • 2012: Annual, Stock transaction (09/28/2012)
    • 2011: Annual
    • 2010: Annual
    • 2009: Annual
    • 2008: Annual
    • 2007: Annualnotes
  • Bull, Nicholas
    • 2022: Annual
    • 2021: Annual, Extension Letter
    • 2020: Annual
    • 2019: Annual
    • 2018: Annual
    • 2017: Annual
    • 2016: Annual
    • 2015: Annual
    • 2014: Annual
    • 2013: Annual
    • 2012: Annual
    • 2011: Annual
    • 2010: Annual, Annual (Amendment)
    • 2009: Annual
    • 2008: Annual
    • 2007: Annualnotes
  • Chandrasekhar, Vivek Anand
    • 2022: Annual
    • 2021: Annual, Extension Letter
    • 2020: Extension Letter
    • 2019: New Hire, Extension Letter
  • Chang, Chia Jung
    • 2022: Annual
    • 2021: Extension Letter
    • 2020: Annual, Extension Letter
    • 2019: New Hire
  • Chen, Paul P.
    • 2018: Annual
    • 2017: Annual, Annual (Amendment)
    • 2016: Annual
  • Cilke, James
    • 2023: Extension Letter, Stock transaction (03/28/2023)
    • 2022: Annual, Stock transaction (06/29/2022), Stock transaction (06/09/2022)
    • 2021: Annual, Extension Letter, Stock transaction (06/24/2021), Stock transaction (06/03/2021), Stock transaction (05/27/2021), Stock transaction (03/16/2021), Stock transaction (03/04/2021)
    • 2020: Annual, Extension Letter, Stock transaction (11/16/2020), Stock transaction (07/15/2020), Stock transaction (07/06/2020), Stock transaction (04/07/2020)
    • 2019: Annual, Stock transaction (05/03/2019), Stock transaction (03/22/2019), Stock transaction (03/14/2019), Stock transaction (02/14/2019)
    • 2018: Annual, Stock transaction (10/10/2018), Stock transaction (09/28/2018), Stock transaction (09/20/2018), Stock transaction (08/31/2018), Stock transaction (08/07/2018), Stock transaction (07/20/2018), Stock transaction (05/11/2018), Stock transaction (03/15/2018)
    • 2017: Annual, Stock transaction (08/08/2017), Stock transaction (03/24/2017), Stock transaction (03/02/2017), Stock transaction (03/02/2017), Stock transaction (01/23/2017)
    • 2016: Annual
    • 2015: Annual, Stock transaction (04/08/2015), Stock transaction (02/10/2015)
    • 2014: Annual, Stock transaction (12/22/2014), Stock transaction (09/10/2014), Stock transaction (07/28/2014), Stock transaction (03/11/2014)
    • 2013: Annual, Stock transaction (12/18/2013), Stock transaction (11/13/2013), Stock transaction (04/24/2013), Stock transaction (03/28/2013), Stock transaction (02/07/2013)
    • 2012: Annual, Stock transaction (01/07/2013), Stock transaction (07/27/2012), Stock transaction (07/19/2012)
    • 2011: Annual
    • 2010: Annual
    • 2009: Annual
    • 2008: Annual
    • 2007: Annualnotes
  • Clay, Gordon M.
    • 2021: Annual, Extension Letter
    • 2020: Annual, Extension Letter
    • 2019: Annual (Amendment), Stock transaction (10/29/2019), Stock transaction (04/29/2019)
    • 2018: Annual, Stock transaction (07/30/2018), Stock transaction (04/20/2018), Stock transaction (02/07/2018)
    • 2017: Annual, Stock transaction (10/20/2017), Stock transaction (07/26/2017), Stock transaction (05/01/2017), Stock transaction (01/31/2017)
    • 2016: Annual, Annual
    • 2015: Annual, Stock transaction (02/02/2015)
    • 2014: Annual, Stock transaction (06/04/2014), Stock transaction (05/01/2014), Stock transaction (01/07/2014)
    • 2013: Annual, Annual, Stock transaction (10/22/2013), Stock transaction (07/02/2013), Stock transaction (04/23/2013), Stock transaction (01/29/2013), Stock transaction (Amendment) (04/30/2013)
    • 2012: Annual, Stock transaction (10/31/2012)
    • 2011: Annual
    • 2010: Annual
    • 2009: Annual
    • 2008: Annual
    • 2007: Annual
  • Coady, Lauralee Alice Matthews (Laurie)
    • 2015: Annual, Termination
    • 2014: Annual
    • 2013: Annual
    • 2012: Annual
    • 2011: Annual
    • 2010: Annual
    • 2009: Annual
    • 2008: Annual, Annual (Amendment)
    • 2007: Annual
    • 2006: Annual
  • Colinvaux, Roger Paul
    • 2008: Annual, Termination
    • 2007: Annual
  • Crouch, Christopher Andrew (Drew)
    • 2022: Annual
    • 2018: Annual, Annual (Amendment)
    • 2016: Annual, Termination
    • 2015: Stock transaction (07/10/2015)
    • 2013: Annual, Termination
    • 2012: Annual
    • 2011: Annual
    • 2010: Annual
    • 2009: Termination
  • Derby, Elena C.
    • 2022: Annual
    • 2021: Annual
  • Diefenbach, Clare Elizabeth
    • 2023: Extension Letter
    • 2022: Annual, Extension Letter, Extension Letter
    • 2021: Annual, Extension Letter
    • 2020: New Hire
  • Dowd, Connor J.
    • 2022: Annual, Extension Letter, Stock transaction (08/29/2022)
    • 2021: Stock transaction (12/02/2021)
  • Dowd, Timothy A. (Tim)
    • 2023: Extension Letter
    • 2022: Annual
    • 2021: Annual
    • 2020: Extension Letter
    • 2019: Annual
    • 2018: Annual
    • 2017: Annual, Stock transaction (08/23/2017)
    • 2016: Annual
    • 2015: Annual
    • 2014: Annual
    • 2013: Annual
    • 2012: Annual
    • 2011: Annual, Annual (Amendment)
    • 2010: Annual, Annual (Amendment)
    • 2009: Annual
    • 2008: Annual
    • 2007: Annualnotes
  • Driessen, Patrick Andrew
    • 2012: Termination
    • 2011: Annual
    • 2010: Annual, Annual (Amendment)
    • 2009: Annual
    • 2008: Annual
    • 2007: Annualnotes
  • Duffy, Mary Ross
    • 2013: Annual, Termination, Stock transaction (03/08/2013), Stock transaction (01/28/2013)
    • 2012: Annual
    • 2011: New Hirenotes
  • Elwell, James P.
    • 2023: Extension Letter
    • 2022: Annual
    • 2021: Annual, Extension Letter
    • 2020: Annual, Extension Letter
    • 2019: New Hire
  • Flax, Nikole Clark
    • 2008: Annual, Annual (Amendment), Termination
    • 2007: Annual, Annual (Amendment)notes
  • Gallagher, Brian D.
    • 2023: New Hire
  • Gibson, Chase Frederick
    • 2020: Termination, Extension Letter
    • 2019: Stock transaction (08/29/2019)
    • 2018: Annual
    • 2017: Annual
    • 2016: Annual
    • 2015: Annual
    • 2014: Annual, Stock transaction (08/06/2014), Stock transaction (03/27/2014)
    • 2013: Annual, Stock transaction (07/10/2013)
    • 2012: Stock transaction (11/02/2012), Stock transaction (10/01/2012)
    • 2011: Annual, Annual (Amendment)
    • 2010: Annual, Annual (Amendment)
    • 2009: Annual
    • 2008: Annual
    • 2007: Annualnotes
  • Giosa, Christopher Peter (Chris)
    • 2023: Stock transaction (05/17/2023), Stock transaction (03/07/2023)
    • 2022: Annual, Stock transaction (09/30/2022), Stock transaction (07/14/2022), Stock transaction (05/25/2022), Stock transaction (03/29/2022), Stock transaction (02/25/2022), Stock transaction (01/26/2022)
    • 2021: Annual, Extension Letter, Stock transaction (11/12/2021), Stock transaction (08/20/2021), Stock transaction (07/01/2021), Stock transaction (04/28/2021), Stock transaction (04/02/2021), Stock transaction (02/19/2021), Stock transaction (01/13/2021)
    • 2020: Annual, Stock transaction (12/15/2020), Stock transaction (09/09/2020), Stock transaction (04/23/2020), Stock transaction (03/23/2020), Stock transaction (01/03/2020), Stock transaction (Amendment) (03/23/2020)
    • 2019: Annual, Stock transaction (07/02/2019)
    • 2018: Annual, Stock transaction (11/27/2018), Stock transaction (10/15/2018), Stock transaction (08/15/2018), Stock transaction (05/11/2018), Stock transaction (04/03/2018), Stock transaction (01/18/2018)
    • 2017: Annual, Annual, Stock transaction (11/09/2017), Stock transaction (09/28/2017), Stock transaction (08/24/2017)
    • 2016: Annual
    • 2015: Annual, Stock transaction (11/17/2015), Stock transaction (08/06/2015), Stock transaction (02/23/2015), Stock transaction (01/27/2015)
    • 2014: Annual, Stock transaction (12/16/2014), Stock transaction (11/04/2014), Stock transaction (09/11/2014)
    • 2013: New Hire, Stock transaction (12/19/2013)
    • 2011: New Hire, New Hire (Amendment), Termination, Termination (Amendment)
    • 2009: Termination
    • 2008: Annual
    • 2007: Annual
  • Gotwald, Robert Caldwell
    • 2022: Extension Letter
    • 2021: Annual, Extension Letter
    • 2020: Annual, Extension Letter
    • 2019: Annual, Extension Letter
    • 2018: Annual
    • 2017: Annual
    • 2016: Annual
    • 2015: Annual
    • 2014: Annual
    • 2013: Annual
    • 2011: Annual
    • 2010: Annual
    • 2009: Annual
    • 2008: Annual
    • 2007: Annual
  • Graber, Brion David
    • 2012: Termination
    • 2011: Annual
  • Gropper, Adam
    • 2022: Annual
    • 2021: Annual, Extension Letter
    • 2020: Annual
    • 2019: Annual
    • 2018: Annual
    • 2017: Annual
    • 2016: Annual
    • 2015: Annual
    • 2014: Annual
    • 2013: Annual
    • 2011: Annual, Annual (Amendment)
    • 2010: Annual, Annual (Amendment)
    • 2009: New Hirenotes
  • Gross, Benjamin (Ben)
    • 2017: Termination
    • 2016: Annual, Stock transaction (01/04/2017)
    • 2015: Annual
    • 2014: New Hire
  • Grossman, Andrew L.
    • 2022: Annual
    • 2021: Extension Letter
    • 2020: Annual, Extension Letter
    • 2019: Annual
    • 2018: Annual
    • 2017: Annual
    • 2016: Annual
    • 2015: Annual
    • 2014: Annual
    • 2013: Annual
    • 2011: New Hirenotes
  • Habib, Sameh F.
    • 2022: Annual
    • 2021: Annual
    • 2020: Annual, Extension Letter
  • Hammer, Viva
    • 2018: Annual
    • 2017: Annual
    • 2016: Annual
    • 2015: Annual, Annual (Amendment)
    • 2014: Annual, Stock transaction (06/11/2014)
  • Harman, Heather A.
    • 2019: Annual, Termination
    • 2018: Annual
    • 2017: Annual
    • 2016: New Hire
  • Harvey, Robert P. (Rob)
    • 2023: Annual
    • 2022: Annual
    • 2021: Annual, Extension Letter
    • 2020: Annual, Extension Letter
    • 2019: Annual
    • 2018: Annual
    • 2017: Annual
    • 2016: Annual
    • 2015: Annual
    • 2014: Annual
    • 2013: Annual
    • 2012: Annual
    • 2011: Annual
    • 2010: Annual, Annual (Amendment)
    • 2009: Annual
    • 2008: Annual
    • 2007: Annualnotes
  • Hauswirth, Michael J. (Mike)
    • 2013: Termination
    • 2012: Annual
    • 2011: Annual
    • 2010: Annual
    • 2009: Annual
    • 2008: New Hirenotes
  • Hermann, Jared Andrew
    • 2023: Annual
    • 2022: Annual
    • 2021: Extension Letter
    • 2020: Annual, Extension Letter
    • 2019: New Hire, Extension Letter, Extension Letter
  • Hirsch, Harold E.
    • 2023: Annual
    • 2022: Annual
    • 2021: Extension Letter
    • 2020: Annual, Extension Letter
    • 2019: Annual
    • 2018: Annual, Stock transaction (08/10/2018)
    • 2017: Annual, Stock transaction (02/15/2017)
    • 2016: Annual
    • 2015: Annual, Stock transaction (04/21/2015)
    • 2014: Annual
    • 2013: Annual, Stock transaction (04/09/2013)
    • 2012: Annual, Stock transaction (09/07/2012)
    • 2011: Annual, Annual (Amendment)
    • 2010: Annual
    • 2009: Annual
    • 2008: Annual
    • 2007: Annual