William F Hagerty, IV
Senator
2025 disclosure
William F Hagerty, IV disclosed a net worth range between $19M and $96.4M in their 2025 annual filing.
Compare this disclosure with the U.S. Senate net worth rankings .
Net worth
Estimated from the ranges in the member's annual financial disclosures: the band runs from the sum of disclosed asset minimums less liability maximums up to the sum of asset maximums less liability minimums. Only electronically filed reports are read — a missing year means no electronic filing, not zero net worth.
Latest net worth (band)
$19M – $96.4M
Rank by disclosed net worth
Reporting year
2025
Disclosed assets
147
Disclosed liabilities
8
Net worth band by reporting year
2020
2021
2022
2023
2024
2025
| Year | Filed | Net worth band |
|---|---|---|
| 2025 | 2026-08-12 | $19M – $96.4M |
| 2024 | 2025-08-11 | $14.5M – $75.7M |
| 2023 | 2024-08-13 | $13.9M – $77.9M |
| 2022 | 2023-08-14 | $14.1M – $77.5M |
| 2021 | 2023-08-21 | $15.5M – $64.8M |
| 2020 | 2023-08-21 | $18.2M – $61.5M |
Disclosed assets
The assets William F Hagerty, IV itemised in their 2025 annual report, largest bracket first. Descriptions are the filer's own wording, and each value is the bracket they checked on the form — never a reported amount.
Disclosed lines
147
Total disclosed (band)
$29.1M – $99.9M
Showing the 100 largest of 147 disclosed lines.
| Description | Type | Income | Value |
|---|---|---|---|
| VFIAX - Vanguard 500 Index Fd Admiral Shs | Mutual Funds - Mutual Fund |
$50K - $100K
Dividends
|
$5M - $25M |
| Line of Credit for DC 4 Irrevocable Trust | Accounts Receivable - From an Individual |
$1K - $2.5K
Interest
|
$1M - $5M |
| NEWAsurion | Corporate Securities - Non-Public Stock | — | $1M - $5M |
| Nashville Soccer Holdings, LLC | Business Entity - Limited Liability Company (LLC) | — | $1M - $5M |
| Nashville Soccer Holdings, LLC | Business Entity - Limited Liability Company (LLC) | — | $1M - $5M |
| Nashville Soccer Holdings, LLC | Business Entity - Limited Liability Company (LLC) | — | $1M - $5M |
| Nashville Soccer Holdings, LLC | Business Entity - Limited Liability Company (LLC) | — | $1M - $5M |
| Princeton Fund LLC Class A Series 1 | Investment Fund - Hedge Fund |
Excepted Investment Fund
|
$1M - $5M |
| SPY - SPDR S&P 500 ETF Trust | Mutual Funds - Exchange Traded Fund/Note |
$15K - $50K
Dividends
|
$1M - $5M |
| Contour Venture Partners II, LP | Business Entity - Limited Partnership (LP) |
Excepted Investment Fund
|
$500K - $1M |
| EPD - Enterprise Products Partners L.P. | Corporate Securities - Stock |
$15K - $50K
Dividends, Capital Gains
|
$500K - $1M |
| ET - Energy Transfer LP | Corporate Securities - Stock |
$50K - $100K
Dividends, Capital Gains
|
$500K - $1M |
| HC 17th and Grand Partners, LP | Business Entity - Limited Partnership (LP) |
Excepted Investment Fund
|
$500K - $1M |
| Line of Credit for DC 1 Irrevocable Trust | Accounts Receivable - From an Individual |
Interest
|
$500K - $1M |
| Line of Credit for DC 2 Irrevocable Trust | Accounts Receivable - From an Individual |
Interest
|
$500K - $1M |
| Line of Credit for DC 3 Irrevocable Trust | Accounts Receivable - From an Individual |
Interest
|
$500K - $1M |
| Northwestern Mutual Life Insurance | Life Insurance - Whole |
$15K - $50K
Dividends, Interest
|
$500K - $1M |
| TOIXX - TOIXX - Federated Hermes Treasury Obligation Shares | Mutual Funds - Mutual Fund |
$15K - $50K
Dividends
|
$500K - $1M |
| 445 Park Commons | Real Estate - Commercial | — | $250K - $500K |
| ANET - Arista Networks, Inc. | Corporate Securities - Stock |
Dividends
|
$250K - $500K |
| Contour Opportunity Fund | Business Entity - Limited Partnership (LP) |
Excepted Investment Fund
|
$250K - $500K |
| Contour Venture Partners III, LP | Business Entity - Limited Partnership (LP) |
Excepted Investment Fund
|
$250K - $500K |
| IBDR - iShares iBonds Dec 2026 Term Corporate ETF | Corporate Securities - Stock |
$5K - $15K
Dividends
|
$250K - $500K |
| MDLZ - Mondelez International, Inc. | Corporate Securities - Stock |
$5K - $15K
Dividends
|
$250K - $500K |
| PH - Parker-Hannifin Corporation | Corporate Securities - Stock |
$1K - $2.5K
Dividends
|
$250K - $500K |
| PNFP - Pinnacle Financial Partners, Inc. - Common Stock | Corporate Securities - Stock |
$1K - $2.5K
Dividends
|
$250K - $500K |
| POCT - Innovator S&P 500 Power Buffer ETF - October | Mutual Funds - Exchange Traded Fund/Note | — | $250K - $500K |
| QUAL - iShares MSCI USA Quality Factor ETF | Mutual Funds - Exchange Traded Fund/Note |
$1K - $2.5K
Dividends
|
$250K - $500K |
| RHP - Ryman Hospitality Properties, Inc. (REIT) | Corporate Securities - Stock |
$5K - $15K
Dividends
|
$250K - $500K |
| RNR - RenaissanceRe Holdings Ltd. | Corporate Securities - Stock |
$1K - $2.5K
Dividends
|
$250K - $500K |
| SNOXX - Schwab Treasury Obligation Money Market | Mutual Funds - Mutual Fund |
Dividends
|
$250K - $500K |
| SNOXX - Schwab Treasury Obligation Money Market | Mutual Funds - Mutual Fund |
Dividends
|
$250K - $500K |
| SNOXX - Schwab Treasury Obligation Money Market | Mutual Funds - Mutual Fund |
Dividends
|
$250K - $500K |
| SNOXX - Schwab Treasury Obligation Money Market | Mutual Funds - Mutual Fund |
Dividends
|
$250K - $500K |
| SO - The Southern Company | Corporate Securities - Stock |
$5K - $15K
Dividends
|
$250K - $500K |
| SPY - State Street SPDR S&P 500 ETF Trust | Mutual Funds - Exchange Traded Fund/Note |
$2.5K - $5K
Dividends
|
$250K - $500K |
| SPY - State Street SPDR S&P 500 ETF Trust | Mutual Funds - Exchange Traded Fund/Note |
$2.5K - $5K
Dividends
|
$250K - $500K |
| UTPXX - Federated Hermes Money Market US Treasury | Mutual Funds - Mutual Fund |
$5K - $15K
Dividends
|
$250K - $500K |
| United States Treasury Bill 05/15/2027 | Government Securities - US Treasury/Agency Security |
$5K - $15K
Interest
|
$250K - $500K |
| VONG - Vanguard Russell 1000 Growth Index Fund ETF Shares | Mutual Funds - Exchange Traded Fund/Note |
$1K - $2.5K
Dividends
|
$250K - $500K |
| VONV - Vanguard Russell 1000 Value Index Fund ETF Shares | Mutual Funds - Exchange Traded Fund/Note |
$5K - $15K
Dividends
|
$250K - $500K |
| WES - Western Midstream Partners, LP | Corporate Securities - Stock |
$15K - $50K
Dividends, Capital Gains
|
$250K - $500K |
| 4th and Commerce | Real Estate - Commercial |
$5K - $15K
Rent/Royalties
|
$100K - $250K |
| AAPL - Apple Inc. | Corporate Securities - Stock |
$201 - $1K
Dividends
|
$100K - $250K |
| ARLP - Alliance Resource Partners, L.P. | Corporate Securities - Stock |
$5K - $15K
Dividends, Capital Gains
|
$100K - $250K |
| Alto Solutions | Corporate Securities - Non-Public Stock | — | $100K - $250K |
| Contour Opportunity Fund II, LP | Business Entity - Limited Partnership (LP) |
Excepted Investment Fund
|
$100K - $250K |
| Contour Venture Partners IV, LP | Business Entity - Limited Partnership (LP) |
Excepted Investment Fund
|
$100K - $250K |
| DBEF - Xtrackers MSCI EAFE Hedged Equity ETF | Mutual Funds - Exchange Traded Fund/Note |
$5K - $15K
Dividends
|
$100K - $250K |
| DataCo Solutions | Corporate Securities - Non-Public Stock | — | $100K - $250K |
| EP Grassmere, LLC | Real Estate - Commercial |
$5K - $15K
Rent/Royalties
|
$100K - $250K |
| GS - The Goldman Sachs Group, Inc. | Corporate Securities - Stock |
$1K - $2.5K
Dividends
|
$100K - $250K |
| HC 17th and Grand Partners, LP | Business Entity - Limited Partnership (LP) |
Excepted Investment Fund
|
$100K - $250K |
| HC 17th and Grand Partners, LP | Business Entity - Limited Partnership (LP) |
Excepted Investment Fund
|
$100K - $250K |
| HC 17th and Grand Partners, LP | Business Entity - Limited Partnership (LP) |
Excepted Investment Fund
|
$100K - $250K |
| HC 17th and Grand Partners, LP | Business Entity - Limited Partnership (LP) |
Excepted Investment Fund
|
$100K - $250K |
| HC D Hill Partners, LP | Business Entity - Limited Partnership (LP) |
Excepted Investment Fund
|
$100K - $250K |
| HC D Hill Partners, LP | Business Entity - Limited Partnership (LP) |
Excepted Investment Fund
|
$100K - $250K |
| HC D Hill Partners, LP | Business Entity - Limited Partnership (LP) |
Excepted Investment Fund
|
$100K - $250K |
| HC D Hill Partners, LP | Business Entity - Limited Partnership (LP) |
Excepted Investment Fund
|
$100K - $250K |
| IAU - iShares Gold Trust | Mutual Funds - Exchange Traded Fund/Note | — | $100K - $250K |
| IBDS - iShares iBonds Dec 2027 Term Corporate ETF | Corporate Securities - Stock |
Dividends
|
$100K - $250K |
| KMI - Kinder Morgan, Inc. | Corporate Securities - Stock |
$5K - $15K
Dividends
|
$100K - $250K |
| KOCT - Innovator Russell 2000 Power Buffer ETF | Mutual Funds - Exchange Traded Fund/Note | — | $100K - $250K |
| KTOS - Kratos Defense & Security Solutions, Inc. - Common | Corporate Securities - Stock |
Dividends
|
$100K - $250K |
| LFRAX - Lord Abbett Floating Rate Fund - Class A | Mutual Funds - Mutual Fund |
$5K - $15K
Dividends
|
$100K - $250K |
| MSFT - Microsoft Corporation - Common Stock | Corporate Securities - Stock |
$201 - $1K
Dividends
|
$100K - $250K |
| MTUM - iShares MSCI USA Momentum Factor ETF | Mutual Funds - Exchange Traded Fund/Note |
$1K - $2.5K
Dividends
|
$100K - $250K |
| NSRGY - Nestle S.A. | Corporate Securities - Stock |
$5K - $15K
Dividends
|
$100K - $250K |
| NTRA - Natera, Inc. | Corporate Securities - Stock | — | $100K - $250K |
| OKE - ONEOK, Inc. | Corporate Securities - Stock |
$5K - $15K
Dividends
|
$100K - $250K |
| PLTR - Palantir Technologies Inc. Class A Common Stock | Corporate Securities - Stock |
Dividends
|
$100K - $250K |
| PNC - The PNC Financial Services Group, Inc. | Corporate Securities - Stock |
$2.5K - $5K
Dividends
|
$100K - $250K |
| SPDW - SPDR Portfolio Developed World ex-US ETF | Mutual Funds - Exchange Traded Fund/Note |
$5K - $15K
Dividends
|
$100K - $250K |
| SPEM - SPDR Portfolio Emerging Markets ETF | Mutual Funds - Exchange Traded Fund/Note |
$2.5K - $5K
Dividends
|
$100K - $250K |
| TOIXX - Federated Hermes Treasury Obligation Shares | Mutual Funds - Mutual Fund |
$5K - $15K
Dividends
|
$100K - $250K |
| United States Treasury Bill 07/31/2026 | Government Securities - US Treasury/Agency Security |
$5K - $15K
Interest
|
$100K - $250K |
| United States Treasury Bill 07/31/2026 | Government Securities - US Treasury/Agency Security |
$5K - $15K
Interest
|
$100K - $250K |
| United States Treasury Bill 07/31/2026 | Government Securities - US Treasury/Agency Security |
$5K - $15K
Interest
|
$100K - $250K |
| VBR - Vanguard Small-Cap Value Index Fund ETF Shares | Mutual Funds - Exchange Traded Fund/Note |
$1K - $2.5K
Dividends
|
$100K - $250K |
| VIOG - Vanguard S&P Small-Cap 600 Growth Index Fund ETF S | Mutual Funds - Exchange Traded Fund/Note |
$1K - $2.5K
Dividends
|
$100K - $250K |
| VOE - Vanguard Mid-Cap Value Index Fund ETF Shares | Mutual Funds - Exchange Traded Fund/Note |
$2.5K - $5K
Dividends
|
$100K - $250K |
| VUSB - Vanguard Ultra-Short Bond ETF | Mutual Funds - Exchange Traded Fund/Note |
$2.5K - $5K
Dividends
|
$100K - $250K |
| VUSB - Vanguard Ultra-Short Bond ETF | Mutual Funds - Exchange Traded Fund/Note |
$5K - $15K
Dividends
|
$100K - $250K |
| AMZN - Amazon.com, Inc. | Corporate Securities - Stock |
Dividends
|
$50K - $100K |
| Agent Hero | Corporate Securities - Non-Public Stock | — | $50K - $100K |
| CPPAX - American Funds Preservation Portfolio Class 529- | Mutual Funds - Mutual Fund |
$2.5K - $5K
Dividends, Capital Gains
|
$50K - $100K |
| CSX - CSX Corporation | Corporate Securities - Stock |
$201 - $1K
Dividends
|
$50K - $100K |
| DIA - SPDR Dow Jones Industrial Average ETF | Mutual Funds - Exchange Traded Fund/Note |
$1K - $2.5K
Dividends
|
$50K - $100K |
| DIA - SPDR Dow Jones Industrial Average ETF | Mutual Funds - Exchange Traded Fund/Note |
$1K - $2.5K
Dividends
|
$50K - $100K |
| FDX - FedEx Corporation | Corporate Securities - Stock |
$1K - $2.5K
Dividends
|
$50K - $100K |
| FUN - Cedar Fair, L.P. | Corporate Securities - Stock |
$1K - $2.5K
Dividends, Capital Gains
|
$50K - $100K |
| GOOG - Alphabet Inc. | Corporate Securities - Stock |
Dividends
|
$50K - $100K |
| JPM - JP Morgan Chase & Co. Common Stock | Corporate Securities - Stock |
$1K - $2.5K
Dividends
|
$50K - $100K |
| NOBL - S&P 500 Dividend Aristocrats ETF | Mutual Funds - Exchange Traded Fund/Note |
$1K - $2.5K
Dividends
|
$50K - $100K |
| NOBL - S&P 500 Dividend Aristocrats ETF | Mutual Funds - Exchange Traded Fund/Note |
$1K - $2.5K
Dividends
|
$50K - $100K |
| NSC - Norfolk Southern Corporation | Corporate Securities - Stock |
$1K - $2.5K
Dividends
|
$50K - $100K |
| PEP - PepsiCo, Inc. | Corporate Securities - Stock |
$2.5K - $5K
Dividends
|
$50K - $100K |
| PNFP - Pinnacle Financial Partners, Inc. | Corporate Securities - Stock |
$1K - $2.5K
Dividends
|
$50K - $100K |
| Pinnacle Bank | Bank Deposit |
Interest
|
$50K - $100K |
Disclosed liabilities
The liabilities itemised in the 2025 annual report, largest bracket first. These are the amounts subtracted when the net worth band above is rolled up.
Disclosed lines
8
Total disclosed (band)
$3.5M – $10.1M
| Description | Amount owed |
|---|---|
| Line of Credit (Roundstone Ventures LLC) | $1M - $5M |
| Line of Credit (Roundstone Ventures LLC) | $500K - $1M |
| Line of Credit (Roundstone Ventures LLC) | $500K - $1M |
| Line of Credit (Roundstone Ventures LLC) | $500K - $1M |
| Mortgage (First Bank) | $500K - $1M |
| Mortgage (First Bank) | $500K - $1M |
| Other (Capital Commitment) (Contour Opportunity Fund, LP) | $15K - $50K |
| Other (Capital Commitment) (Contour Venture Partners IV, LP) | $15K - $50K |
Recent stock trades
Disclosed trades
30
Avg. disclosure lag
52.8 days
Filed past 45-day deadline
13.3%
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2025-01-02 | AHLC Stock · Aspen Insurance Holdings Ltd [Ahl/Pc] | Sell | Self | $15K - $50K | 2025-01-22 | 20d |
| 2024-12-13 | EQC Stock · Equity Commonwealth | Sell | Self | $1K - $15K | 2024-12-30 | 17d |
| 2023-12-27 | DDOG Stock · Datadog, Inc. - Class A Common Stock | Sell | Self | $1K - $15K | 2024-01-10 | 14d |
| 2022-08-19 | BKEPP Stock · Blueknight Energy Partners L.P. - Series A Preferr | Sell | Self | $15K - $50K | 2022-09-02 | 14d |
| 2022-05-06 | LMND Stock · Lemonade, Inc. Common Stock | Sell | Self | $1K - $15K | 2022-05-16 | 10d |
| 2022-03-09 | TACO Stock · Del Taco Restaurants, Inc. - Common Stock | Sell | Self | $15K - $50K | 2022-04-13 | 35d |
| 2022-03-09 | TACO Stock · Del Taco Restaurants, Inc. - Common Stock | Sell | Self | $15K - $50K | 2023-08-14 | 523d late |
| 2021-12-29 | CLDT Stock · Chatham Lodging Trust (REIT) Common Shares of Bene | Sell | Self | $1K - $15K | 2022-01-10 | 12d |
| 2021-12-29 | NS Stock · Nustar Energy L.P. Common Units | Sell | Self | $50K - $100K | 2022-01-10 | 12d |
| 2021-12-29 | BKEP Stock · Blueknight Energy Partners L.P., L.L.C. - Common U | Sell | Self | $15K - $50K | 2022-01-10 | 12d |
| 2021-12-29 | CCEP Stock · Coca-Cola Europacific Partners plc - Ordinary Shar | Sell | Self | $50K - $100K | 2022-01-10 | 12d |
| 2021-12-29 | ENVA Stock · Enova International, Inc. Common Stock | Sell | Self | $15K - $50K | 2022-01-10 | 12d |
| 2021-12-29 | PNFP Stock · Pinnacle Financial Partners, Inc. - Common Stock | Sell | Self | $100K - $250K | 2022-01-10 | 12d |
| 2021-12-28 | RNR Stock · RenaissanceRe Holdings Ltd. Common Stock | Sell | Self | $250K - $500K | 2022-01-10 | 13d |
| 2021-12-28 | SBNY Stock · Signature Bank - Common Stock | Sell | Child | $15K - $50K | 2022-07-20 | 204d late |
| 2021-12-28 | SBNY Stock · Signature Bank - Common Stock | Sell | Child | $15K - $50K | 2022-07-20 | 204d late |
| 2021-12-28 | SBNY Stock · Signature Bank - Common Stock | Sell | Child | $15K - $50K | 2022-07-20 | 204d late |
| 2021-12-28 | DDOG Stock · Datadog, Inc. - Class A Common Stock | Sell | Self | $15K - $50K | 2022-01-10 | 13d |
| 2021-12-23 | RHP Stock · Ryman Hospitality Properties, Inc. (REIT) | Sell | Self | $15K - $50K | 2022-01-10 | 18d |
| 2021-12-23 | RNR Stock · RenaissanceRe Holdings Ltd. Common Stock | Sell | Self | $250K - $500K | 2022-01-10 | 18d |
| 2021-12-23 | RHP Stock · Ryman Hospitality Properties, Inc. (REIT) | Sell | Self | $100K - $250K | 2022-01-10 | 18d |
| 2021-12-16 | VRM Stock · Vroom, Inc. - Common Stock | Sell | Self | $1K - $15K | 2021-12-22 | 6d |
| 2021-12-01 | CTAA Corporate Bond · Qwest Corporation 7% Notes due 2056 Rate/Coupon: 6.75 Matures: 12/01/2021 | Sell | Self | $50K - $100K | 2021-12-22 | 21d |
| 2021-11-08 | DDOG Stock · Datadog, Inc. - Class A Common Stock | Sell | Self | $1M - $5M | 2021-11-23 | 15d |
| 2021-06-08 | BA Stock · The Boeing Company | Buy | Self | $1K - $15K | 2021-07-08 | 30d |
Estimated portfolio performance
Price return of the portfolio reconstructed from this member's disclosed trades over each trailing window, versus the S&P 500 (SPY), as of 2026-09-04. Trade sizes are disclosed only as ranges, so every figure is an estimate. Returns use comparable raw closes and exclude dividends; a window crossing a captured split is left unavailable instead of mixing price bases.
No Performance Estimate
This member hasn't disclosed enough priced trades to estimate a portfolio return yet.
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-09-04). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
1 stock was omitted because the disclosed trade history crosses a captured split and the older stored price basis is not certified.
| Stock | Est. shares | Est. value | Weight |
|---|---|---|---|
| BA | 32 | $6.7K | 100.0% |