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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 .

Trading

Disclosed stock trades
30
Since Q2 '22
Purchases
10%
Share of disclosed trades
Avg. disclosure lag
52.8 days
Median 14.5 days
Filed past 45-day deadline
13.3%
STOCK Act deadline
Concentration

DDOG is about 63% of the disclosed dollars

By the midpoints of the disclosed ranges, 3 DDOG trades add up to about $3M of $4.8M. 1 of the 1 trades over $1M were in DDOG.

Timeliness

87% of trades were disclosed within 45 days

The median trade was disclosed 14.5 days after it was made, and 4 of 30 trades took longer than the STOCK Act deadline.

Purchases and sales by quarter

Trades by quarter of trade Purchases Sales Quarter in progress
Source: periodic transaction reports, machine-readable only.

DDOG is the most traded stock

Trades per stock Purchases Sales

3.3% of trades carry 62% of the disclosed dollars

Share of trades and of disclosed dollars by size, using range midpoints Share of trades Share of dollars

Amounts are disclosed as ranges, so dollar shares use each range's midpoint and are estimates.

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

Disclosed net worth band, 2020 to 2025

Band from annual financial disclosures, by reporting year Band maximum Band minimum
Source: annual financial disclosure reports, electronically filed only.
2020 2021 2022 2023 2024 2025
Year Net worth band
2025 $19M – $96.4M
2024 $14.5M – $75.7M
2023 $13.9M – $77.9M
2022 $14.1M – $77.5M
2021 $15.5M – $64.8M
2020 $18.2M – $61.5M

Recent stock trades

Date Stock Type Amount
2025-01-02 AHLC Stock · Aspen Insurance Holdings Ltd [Ahl/Pc] Sell $15K - $50K
2024-12-13 EQC Stock · Equity Commonwealth Sell $1K - $15K
2023-12-27 DDOG Stock · Datadog, Inc. - Class A Common Stock Sell $1K - $15K
2022-08-19 BKEPP Stock · Blueknight Energy Partners L.P. - Series A Preferr Sell $15K - $50K
2022-05-06 LMND Stock · Lemonade, Inc. Common Stock Sell $1K - $15K
2022-03-09 TACO Stock · Del Taco Restaurants, Inc. - Common Stock Sell $15K - $50K
2022-03-09 TACO Stock · Del Taco Restaurants, Inc. - Common Stock Sell $15K - $50K
2021-12-29 PNFP Stock · Pinnacle Financial Partners, Inc. - Common Stock Sell $100K - $250K
2021-12-29 CCEP Stock · Coca-Cola Europacific Partners plc - Ordinary Shar Sell $50K - $100K
2021-12-29 BKEP Stock · Blueknight Energy Partners L.P., L.L.C. - Common U Sell $15K - $50K
2021-12-29 NS Stock · Nustar Energy L.P. Common Units Sell $50K - $100K
2021-12-29 CLDT Stock · Chatham Lodging Trust (REIT) Common Shares of Bene Sell $1K - $15K
2021-12-29 ENVA Stock · Enova International, Inc. Common Stock Sell $15K - $50K
2021-12-28 SBNY Stock · Signature Bank - Common Stock Sell $15K - $50K
2021-12-28 SBNY Stock · Signature Bank - Common Stock Sell $15K - $50K
2021-12-28 SBNY Stock · Signature Bank - Common Stock Sell $15K - $50K
2021-12-28 DDOG Stock · Datadog, Inc. - Class A Common Stock Sell $15K - $50K
2021-12-28 RNR Stock · RenaissanceRe Holdings Ltd. Common Stock Sell $250K - $500K
2021-12-23 RHP Stock · Ryman Hospitality Properties, Inc. (REIT) Sell $100K - $250K
2021-12-23 RHP Stock · Ryman Hospitality Properties, Inc. (REIT) Sell $15K - $50K
2021-12-23 RNR Stock · RenaissanceRe Holdings Ltd. Common Stock Sell $250K - $500K
2021-12-16 VRM Stock · Vroom, Inc. - Common Stock Sell $1K - $15K
2021-12-01 CTAA Corporate Bond · Qwest Corporation 7% Notes due 2056 Rate/Coupon: 6.75 Matures: 12/01/2021 Sell $50K - $100K
2021-11-08 DDOG Stock · Datadog, Inc. - Class A Common Stock Sell $1M - $5M
2021-06-08 BA Stock · The Boeing Company Buy $1K - $15K

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 2026-10-28. 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 (2026-10-28). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.

Stock Est. shares Est. value Weight
BA 32 $5.3K 100.0%

Assets and liabilities

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 Value
VFIAX - Vanguard 500 Index Fd Admiral Shs $5M - $25M
Line of Credit for DC 4 Irrevocable Trust $1M - $5M
NEWAsurion $1M - $5M
Nashville Soccer Holdings, LLC $1M - $5M
Nashville Soccer Holdings, LLC $1M - $5M
Nashville Soccer Holdings, LLC $1M - $5M
Nashville Soccer Holdings, LLC $1M - $5M
Princeton Fund LLC Class A Series 1 $1M - $5M
SPY - SPDR S&P 500 ETF Trust $1M - $5M
Contour Venture Partners II, LP $500K - $1M
EPD - Enterprise Products Partners L.P. $500K - $1M
ET - Energy Transfer LP $500K - $1M
HC 17th and Grand Partners, LP $500K - $1M
Line of Credit for DC 1 Irrevocable Trust $500K - $1M
Line of Credit for DC 2 Irrevocable Trust $500K - $1M
Line of Credit for DC 3 Irrevocable Trust $500K - $1M
Northwestern Mutual Life Insurance $500K - $1M
TOIXX - TOIXX - Federated Hermes Treasury Obligation Shares $500K - $1M
445 Park Commons $250K - $500K
ANET - Arista Networks, Inc. $250K - $500K
Contour Opportunity Fund $250K - $500K
Contour Venture Partners III, LP $250K - $500K
IBDR - iShares iBonds Dec 2026 Term Corporate ETF $250K - $500K
MDLZ - Mondelez International, Inc. $250K - $500K
PH - Parker-Hannifin Corporation $250K - $500K
PNFP - Pinnacle Financial Partners, Inc. - Common Stock $250K - $500K
POCT - Innovator S&P 500 Power Buffer ETF - October $250K - $500K
QUAL - iShares MSCI USA Quality Factor ETF $250K - $500K
RHP - Ryman Hospitality Properties, Inc. (REIT) $250K - $500K
RNR - RenaissanceRe Holdings Ltd. $250K - $500K
SNOXX - Schwab Treasury Obligation Money Market $250K - $500K
SNOXX - Schwab Treasury Obligation Money Market $250K - $500K
SNOXX - Schwab Treasury Obligation Money Market $250K - $500K
SNOXX - Schwab Treasury Obligation Money Market $250K - $500K
SO - The Southern Company $250K - $500K
SPY - State Street SPDR S&P 500 ETF Trust $250K - $500K
SPY - State Street SPDR S&P 500 ETF Trust $250K - $500K
UTPXX - Federated Hermes Money Market US Treasury $250K - $500K
United States Treasury Bill 05/15/2027 $250K - $500K
VONG - Vanguard Russell 1000 Growth Index Fund ETF Shares $250K - $500K
VONV - Vanguard Russell 1000 Value Index Fund ETF Shares $250K - $500K
WES - Western Midstream Partners, LP $250K - $500K
4th and Commerce $100K - $250K
AAPL - Apple Inc. $100K - $250K
ARLP - Alliance Resource Partners, L.P. $100K - $250K
Alto Solutions $100K - $250K
Contour Opportunity Fund II, LP $100K - $250K
Contour Venture Partners IV, LP $100K - $250K
DBEF - Xtrackers MSCI EAFE Hedged Equity ETF $100K - $250K
DataCo Solutions $100K - $250K
EP Grassmere, LLC $100K - $250K
GS - The Goldman Sachs Group, Inc. $100K - $250K
HC 17th and Grand Partners, LP $100K - $250K
HC 17th and Grand Partners, LP $100K - $250K
HC 17th and Grand Partners, LP $100K - $250K
HC 17th and Grand Partners, LP $100K - $250K
HC D Hill Partners, LP $100K - $250K
HC D Hill Partners, LP $100K - $250K
HC D Hill Partners, LP $100K - $250K
HC D Hill Partners, LP $100K - $250K
IAU - iShares Gold Trust $100K - $250K
IBDS - iShares iBonds Dec 2027 Term Corporate ETF $100K - $250K
KMI - Kinder Morgan, Inc. $100K - $250K
KOCT - Innovator Russell 2000 Power Buffer ETF $100K - $250K
KTOS - Kratos Defense & Security Solutions, Inc. - Common $100K - $250K
LFRAX - Lord Abbett Floating Rate Fund - Class A $100K - $250K
MSFT - Microsoft Corporation - Common Stock $100K - $250K
MTUM - iShares MSCI USA Momentum Factor ETF $100K - $250K
NSRGY - Nestle S.A. $100K - $250K
NTRA - Natera, Inc. $100K - $250K
OKE - ONEOK, Inc. $100K - $250K
PLTR - Palantir Technologies Inc. Class A Common Stock $100K - $250K
PNC - The PNC Financial Services Group, Inc. $100K - $250K
SPDW - SPDR Portfolio Developed World ex-US ETF $100K - $250K
SPEM - SPDR Portfolio Emerging Markets ETF $100K - $250K
TOIXX - Federated Hermes Treasury Obligation Shares $100K - $250K
United States Treasury Bill 07/31/2026 $100K - $250K
United States Treasury Bill 07/31/2026 $100K - $250K
United States Treasury Bill 07/31/2026 $100K - $250K
VBR - Vanguard Small-Cap Value Index Fund ETF Shares $100K - $250K
VIOG - Vanguard S&P Small-Cap 600 Growth Index Fund ETF S $100K - $250K
VOE - Vanguard Mid-Cap Value Index Fund ETF Shares $100K - $250K
VUSB - Vanguard Ultra-Short Bond ETF $100K - $250K
VUSB - Vanguard Ultra-Short Bond ETF $100K - $250K
AMZN - Amazon.com, Inc. $50K - $100K
Agent Hero $50K - $100K
CPPAX - American Funds Preservation Portfolio Class 529- $50K - $100K
CSX - CSX Corporation $50K - $100K
DIA - SPDR Dow Jones Industrial Average ETF $50K - $100K
DIA - SPDR Dow Jones Industrial Average ETF $50K - $100K
FDX - FedEx Corporation $50K - $100K
FUN - Cedar Fair, L.P. $50K - $100K
GOOG - Alphabet Inc. $50K - $100K
JPM - JP Morgan Chase & Co. Common Stock $50K - $100K
NOBL - S&P 500 Dividend Aristocrats ETF $50K - $100K
NOBL - S&P 500 Dividend Aristocrats ETF $50K - $100K
NSC - Norfolk Southern Corporation $50K - $100K
PEP - PepsiCo, Inc. $50K - $100K
PNFP - Pinnacle Financial Partners, Inc. $50K - $100K
Pinnacle Bank $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

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