SENATE · VA · SINCE 2009
Mark R. Warner portfolio
Mark R. Warner has represented VA in the Senate since 2009. Committee seats: Banking, Housing, and Urban Affairs, Finance, Rules and Administration, Budget, Select Committee on Intelligence (Vice Chairman). Mark R. Warner has disclosed 118 trades (77 purchases, 41 sales); the latest was on Jul 7, 2026.
DDemocratParty
Member of SenateRepresents VA
$33.7MEst. portfolio value
4 months agoLast trade
—1Y return, from filings
1M return—S&P 500 -0.3%
3M return—S&P 500 +1.7%
YTD return—S&P 500 +11.4%
1Y return—S&P 500 +11.8%
3Y return—S&P 500 +81.7%
SenateBanking, Housing, and Urban AffairsSenateFinanceSenateRules and AdministrationSenateBudgetSenateSelect Committee on IntelligenceVice Chairman
Est. value $33.7M across 66 bonds, options, funds and private holdings, at reported cost
| Investment | Type | Est. holding value | Last transaction | Total bought | Trades |
|---|---|---|---|---|---|
| —Trilogy Multifamily Fund IV, L.P. Company: Trilogy Multifamily Fund IV, L.P. (Chicago, IL) Description: Private Equity | Other | $3.0M | Dec 7, 2020Purchase | $1M–5M1 purchase | 1 |
| —euNetworks Group Limited Company: euNetworks Group Limited (London) Description: European communications infrastructure platform | Other | $3.0M | Jan 11, 2018Purchase | $1M–5M1 purchase | 1 |
| —Fairfax CNTY VA SWR Rev Rate/Coupon: 5.00% Matures: 07/15/2046 | Municipal Security | $1.9M | Dec 18, 2023Purchase | $1.3M–2.5M3 purchases | 3 |
| —Alexandria VA Unltd Tax Rate/Coupon: 4.0% Matures: 12/15/2044 | Municipal Security | $750K | Oct 8, 2024Purchase | $500K–1M1 purchase | 1 |
| —RICHMOND VA SER C UNLTD TAX Rate/Coupon: 4.0% Matures: 03/01/2057 | Municipal Security | $750K | Jul 31, 2024Purchase | $500K–1M1 purchase | 1 |
| —Bexar CNTY TX Hosp Dist CTFS Oblig LTD Tax Rate/Coupon: 4.25% Matures: 02/15/2052 | Municipal Security | $750K | Jan 3, 2024Purchase | $500K–1M1 purchase | 1 |
| —Richmond VA Pub Util Rev Ser A Rate/Coupon: 4.0% Matures: 01/15/2050 | Municipal Security | $750K | Jan 3, 2024Purchase | $500K–1M1 purchase | 1 |
| —Virginia ST Pub BLDG Rate/Coupon: 4.00% Matures: 08/01/2039 | Municipal Security | $750K | Dec 15, 2023Purchase | $500K–1M1 purchase | 1 |
| —Univ Of VA VA Univ Revenues Multi YR Cap Proj-Ser B Rate/Coupon: 4.00% Matures: 08/01/2048 | Municipal Security | $750K | Dec 13, 2023Purchase | $500K–1M1 purchase | 1 |
| —Connecticut ST Go BDS Rate/Coupon: 5.00% Matures: 04/15/2038 | Municipal Security | $750K | Dec 5, 2023Purchase | $500K–1M1 purchase | 1 |
| —Prince Georges CNTY MD Rate/Coupon: 5.00% Matures: 08/01/2042 | Municipal Security | $750K | Dec 5, 2023Purchase | $500K–1M1 purchase | 1 |
| —Norfolk VA Go Cap Impt Rate/Coupon: 5.00% Matures: 09/01/2042 | Municipal Security | $750K | Dec 4, 2023Purchase | $500K–1M1 purchase | 1 |
| —Williamsburg VA Econ Dev Auth Student HSG Rev William & Mary Rate/Coupon: 4.375% Matures: 07/01/2063 | Municipal Security | $750K | Nov 29, 2023Purchase | $500K–1M1 purchase | 1 |
| —Petersburg VA Unltd Tax Rate/Coupon: 4.25% Matures: 09/01/2053 | Municipal Security | $750K | Nov 28, 2023Purchase | $500K–1M1 purchase | 1 |
| —Spotsylvania CNTY VA WTR Rate/Coupon: 5.00% Matures: 12/01/2045 | Municipal Security | $750K | Nov 28, 2023Purchase | $500K–1M1 purchase | 1 |
| —Arlington CNTY VA Go Pub Rate/Coupon: 5.00% Matures: 06/15/2038 | Municipal Security | $750K | Nov 21, 2023Purchase | $500K–1M1 purchase | 1 |
| —Spotsylvania CNTY VA WTR & SWR SYS Rev Rate/Coupon: 5.00% Matures: 12/01/2047 | Municipal Security | $750K | Nov 16, 2023Purchase | $500K–1M1 purchase | 1 |
| —Dripping Springs TX Indep Schdist Ref Unltd Tax Rate/Coupon: 5.00% Matures: 02/15/2053 | Municipal Security | $750K | Nov 14, 2023Purchase | $500K–1M1 purchase | 1 |
| —Palm BCH CNTY FL Pub Rate/Coupon: 5.00% Matures: 05/01/2038 | Municipal Security | $750K | Nov 14, 2023Purchase | $500K–1M1 purchase | 1 |
| —Austin TX Pub Impt RFDG Rate/Coupon: 5.00% Matures: 09/01/2040 | Municipal Security | $750K | Nov 9, 2023Purchase | $500K–1M1 purchase | 1 |
| —Fairfax CNTY VA WTR Auth Rate/Coupon: 5.00% Matures: 04/01/2041 | Municipal Security | $750K | Nov 8, 2023Purchase | $500K–1M1 purchase | 1 |
| —Hampton Roads VA Transprtn Accountability Commn SR Lien-Ser A Rate/Coupon: 5.00% Matures: 07/01/2050 | Municipal Security | $750K | Nov 7, 2023Purchase | $500K–1M1 purchase | 1 |
| —Arlington CNTY VA G/O Rate/Coupon: 4.00% Matures: 06/15/2040 | Municipal Security | $750K | Nov 7, 2023Purchase | $500K–1M1 purchase | 1 |
| —University VA Univ Revs Rate/Coupon: 5.00% Matures: 04/01/2042 | Municipal Security | $550K | Dec 13, 2023Purchase | $350K–750K2 purchases | 2 |
| —Virginia Comwlth Transn Rate/Coupon: 4.0% Matures: 05/15/2047 | Municipal Security | $375K | Jan 10, 2024Purchase | $250K–500K1 purchase | 1 |
| —Virginia Comwlth Transn Rate/Coupon: 4.0% Matures: 05/15/2038 | Municipal Security | $375K | Jan 4, 2024Purchase | $250K–500K1 purchase | 1 |
| —Minneapolis & ST Paul MN Rate/Coupon: 5.00% Matures: 01/01/2034 | Municipal Security | $375K | Dec 27, 2023Purchase | $250K–500K1 purchase | 1 |
| —Virginia Small Business Rate/Coupon: 5.00% Matures: 10/01/2041 | Municipal Security | $375K | Dec 19, 2023Purchase | $250K–500K1 purchase | 1 |
| —Massachusetts ST Transn Rate/Coupon: 4.00% Matures: 06/01/2046 | Municipal Security | $375K | Dec 13, 2023Purchase | $250K–500K1 purchase | 1 |
| —Memphis TN Gen Impt BDS Rate/Coupon: 5.00% Matures: 10/01/2044 | Municipal Security | $375K | Dec 12, 2023Purchase | $250K–500K1 purchase | 1 |
| —Anne Arundel CNTY MD Rate/Coupon: 5.00% Matures: 10/01/2042 | Municipal Security | $375K | Nov 30, 2023Purchase | $250K–500K1 purchase | 1 |
| —Washington ST Go Var Rate/Coupon: 5.00% Matures: 02/01/2045 | Municipal Security | $375K | Nov 29, 2023Purchase | $250K–500K1 purchase | 1 |
| —Roanoke VA Go Pub Impt Rate/Coupon: 4.00% Matures: 10/01/2043 | Municipal Security | $375K | Nov 27, 2023Purchase | $250K–500K1 purchase | 1 |
| —Fairfax CNTY VA SWR Rev Rate/Coupon: 5.00% Matures: 07/15/2044 | Municipal Security | $375K | Nov 27, 2023Purchase | $250K–500K1 purchase | 1 |
| —Virginia Port Auth Rate/Coupon: 5.00% Matures: 07/01/2043 | Municipal Security | $375K | Nov 16, 2023Purchase | $250K–500K1 purchase | 1 |
| —Virginia ST Res Auth Rate/Coupon: 4.00% Matures: 11/01/2043 | Municipal Security | $375K | Nov 13, 2023Purchase | $250K–500K1 purchase | 1 |
| —Sarasota CNTY FL Cap Rate/Coupon: 5.00% Matures: 10/01/2042 | Municipal Security | $375K | Nov 10, 2023Purchase | $250K–500K1 purchase | 1 |
| —Fairfax CNTY VA SWR Rev Rate/Coupon: 4.00% Matures: 07/15/2040 | Municipal Security | $375K | Nov 7, 2023Purchase | $250K–500K1 purchase | 1 |
| —District Columbia Go BDS Rate/Coupon: 5.00% Matures: 01/01/2043 | Municipal Security | $375K | Nov 7, 2023Purchase | $250K–500K1 purchase | 1 |
| —Washington ST Var Purp Rate/Coupon: 5.00% Matures: 02/01/2039 | Municipal Security | $375K | Nov 7, 2023Purchase | $250K–500K1 purchase | 1 |
| —Dyson Capital Series Fund, LLC Company: Dyson Capital Series Fund, LLC (Alexandria, VA) Description: Holding Company - Private Equity | Other | $375K | Oct 19, 2021Purchase | $250K–500K1 purchase | 1 |
| —Virginia Comwlth Transn Rate/Coupon: 4.00% Matures: 05/15/2042 | Municipal Security | $350K | Nov 15, 2023Purchase | $200K–500K2 purchases | 2 |
| —Virginia Beach VA GO Public Improvement Bonds Rate/Coupon: 5.0% Matures: 2031-02-01 | Municipal Security | $175K | Jul 2, 2026Purchase | $100K–250K1 purchase | 1 |
| —Petersburg VA Go BDS Rate/Coupon: 4.25% Matures: 09/01/2048 | Municipal Security | $175K | Jan 10, 2024Purchase | $100K–250K1 purchase | 1 |
| —Metropolitan ST Louis MO Rate/Coupon: 5.0% Matures: 05/01/2036 | Municipal Security | $175K | Jan 8, 2024Purchase | $100K–250K1 purchase | 1 |
| —Los Angeles CNTY CA Met Rate/Coupon: 5.0% Matures: 07/01/2042 | Municipal Security | $175K | Jan 8, 2024Purchase | $100K–250K1 purchase | 1 |
| —Virginia ST HSG Dev Auth Rate/Coupon: 5.00% Matures: 11/01/2038 | Municipal Security | $175K | Dec 11, 2023Purchase | $100K–250K1 purchase | 1 |
| —Alexandria VA Go Cap Rate/Coupon: 4.00% Matures: 12/15/2042 | Municipal Security | $175K | Dec 11, 2023Purchase | $100K–250K1 purchase | 1 |
| —University Texas Univ Revs Fing SYS BDS Rate/Coupon: 5.00% Matures: 08/15/2043 | Municipal Security | $175K | Dec 8, 2023Purchase | $100K–250K1 purchase | 1 |
| —West VA ST ST RD BDS Bid Rate/Coupon: 5.00% Matures: 06/01/2041 | Municipal Security | $175K | Dec 7, 2023Purchase | $100K–250K1 purchase | 1 |
| —Massachusetts ST Go BDS Rate/Coupon: 5.00% Matures: 09/01/2038 | Municipal Security | $175K | Dec 6, 2023Purchase | $100K–250K1 purchase | 1 |
| —Anne Arundel CNTY MD Rate/Coupon: 5.00% Matures: 10/01/2041 | Municipal Security | $175K | Nov 30, 2023Purchase | $100K–250K1 purchase | 1 |
| —Virginia ST Pub SCH Auth Rate/Coupon: 5.00% Matures: 08/01/2040 | Municipal Security | $175K | Nov 22, 2023Purchase | $100K–250K1 purchase | 1 |
| —Fairfax CNTY VA Pub Impt Rate/Coupon: 5.00% Matures: 10/01/2039 | Municipal Security | $175K | Nov 21, 2023Purchase | $100K–250K1 purchase | 1 |
| —Washington ST MTR Veh Rate/Coupon: 5.00% Matures: 06/01/2039 | Municipal Security | $175K | Nov 17, 2023Purchase | $100K–250K1 purchase | 1 |
| —Richmond VA Pub Util Rev Rate/Coupon: 4.00% Matures: 01/15/2040 | Municipal Security | $175K | Nov 14, 2023Purchase | $100K–250K1 purchase | 1 |
| —Acumen Pharmaceutical, Inc. Company: Acumen Pharmaceutical, Inc. (Livermore, CA) Description: Drug Discovery | Non-Public Stock | $175K | Oct 19, 2018Purchase | $100K–250K1 purchase | 1 |
| —BetterCloud Company: BetterCloud (New York, NY) Description: Cloud Storage Company | Other | $175K | Mar 7, 2018Purchase | $100K–250K1 purchase | 1 |
| —Acumen Pharmaceuticals, Inc. Company: Acumen Pharmaceuticals, Inc. (South San Francisco, CA) Description: Drug Discovery | Non-Public Stock | $150K | Nov 20, 2020Purchase | $100K–200K2 purchases | 2 |
| —Snap + Style, Inc. Company: Snap + Style, Inc. (Washington, DC) Description: Online Fashion Advisory & Shopping Website | Non-Public Stock | $150K | Sep 6, 2019Purchase | $100K–200K2 purchases | 2 |
| —Manassas VA GO Public Improvement Refunding Bonds Rate/Coupon: 4.0% Matures: 2032-01-01 | Municipal Security | $75K | Jul 7, 2026Purchase | $50K–100K1 purchase | 1 |
| —Alexandria VA GO Capital Improvement Bonds Rate/Coupon: 5.0% Matures: 2031-12-15 | Municipal Security | $75K | Jul 2, 2026Purchase | $50K–100K1 purchase | 1 |
| —Virginia ST Res Auth Rate/Coupon: 5.0% Matures: 11/01/2036 | Municipal Security | $75K | Jan 11, 2024Purchase | $50K–100K1 purchase | 1 |
| —Virginia ST Re Be 5.00 % Rate/Coupon: 5.00% Matures: 11/01/2034 | Municipal Security | $75K | Nov 14, 2023Purchase | $50K–100K1 purchase | 1 |
| —Norweigan Crystal AS Company: Norweigan Crystal AS (Oslo, Norway) Description: Private Equity - Manufacturing of solar panels | Other | $75K | Dec 7, 2018Purchase | $50K–100K1 purchase | 1 |
| —Acumen Pharmaceuticals, Inc. Company: Acumen Pharmaceuticals, Inc. (San Francisco, CA) Description: Drug Discovery | Non-Public Stock | $33K | Jun 16, 2021Purchase | $15K–50K1 purchase | 1 |
Trades from House and Senate periodic transaction reports filed Jan 1, 2012 to Oct 30, 2026. Holdings are estimated from range midpoints: purchases add, partial sales subtract and full sales close the position, marked to the latest close where prices exist; matured bonds, expired options and delisted stocks drop out. They are not reported balances. Returns are time-weighted returns of the estimated stock and ETF holdings, with each trade taking effect at the close on its filing date (the member's own trade-date result is shown beneath): each window is split at the member's trade dates and the holdings' performance over each stretch, from daily closes, is chained, so the timing and size of purchases and sales do not dilute or inflate the result. Party, district and committee seats come from the congress-legislators dataset.