90% of trades were $15,000 or less
Those 37 trades carry about 26.6% of the disclosed dollars, by the midpoints of the ranges.
A. Mitchell McConnell, Jr.
Senator
2025 disclosure
A. Mitchell McConnell, Jr. disclosed a net worth range between $21.9M and $84.1M in their 2025 annual filing.
Compare this disclosure with the U.S. Senate net worth rankings .
Trading
Disclosed stock trades
41
Since Q4 '23
Purchases
90%
Share of disclosed trades
Avg. disclosure lag
25.1 days
Median 13 days
Filed past 45-day deadline
7.3%
STOCK Act deadline
93% of trades were disclosed within 45 days
The median trade was disclosed 13 days after it was made, and 3 of 41 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.
WFC is the most traded stock
Trades per stock
Purchases
Sales
4.9% of trades carry 68% 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)
$21.9M – $84.1M
Rank by disclosed net worth
Reporting year
2025
Disclosed assets
76
Disclosed liabilities
0
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 | Filed | Net worth band |
|---|---|---|
| 2025 | 2026-08-13 | $21.9M – $84.1M |
| 2024 | 2025-08-11 | $22.9M – $95.3M |
| 2023 | 2024-08-13 | $17.7M – $69.7M |
| 2022 | 2023-05-15 | $15.2M – $61.5M |
| 2021 | 2023-05-15 | $18.7M – $68.6M |
| 2020 | 2021-05-17 | $14.4M – $59.8M |
Recent stock trades
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2026-09-01 | WFC Stock · Wells Fargo & Company Common Stock | Buy | Spouse | $15K - $50K | 2026-09-21 | 20d |
| 2026-06-01 | WFC Stock · Wells Fargo & Company Common Stock | Buy | Spouse | $1K - $15K | 2026-06-30 | 29d |
| 2026-03-01 | WFC Stock · Wells Fargo & Company Common Stock | Buy | Spouse | $1K - $15K | 2026-03-19 | 18d |
| 2025-12-24 | LAZR Stock · Luminar Technologies Inc | Sell | Spouse | $1K - $15K | 2026-01-13 | 20d |
| 2025-12-01 | WFC Stock · Wells Fargo & Company | Buy | Spouse | $1K - $15K | 2025-12-19 | 18d |
| 2025-09-01 | WFC Stock · Wells Fargo & Company | Buy | Spouse | $1K - $15K | 2025-09-12 | 11d |
| 2025-06-26 | LAZR Stock · Luminar Technologies Inc | Sell | Spouse | $15K - $50K | 2025-07-07 | 11d |
| 2025-06-01 | WFC Stock · Wells Fargo & Company | Buy | Spouse | $1K - $15K | 2025-06-19 | 18d |
| 2025-03-03 | WFC Stock · Wells Fargo & Company | Buy | Spouse | $1K - $15K | 2025-03-12 | 9d |
| 2024-12-02 | WFC Stock · Wells Fargo & Company | Buy | Spouse | $1K - $15K | 2025-01-04 | 33d |
| 2024-09-01 | WFC Stock · Wells Fargo & Company | Buy | Spouse | $1K - $15K | 2024-09-16 | 15d |
| 2024-06-04 | WFC Stock · Wells Fargo & Company | Buy | Spouse | $1K - $15K | 2024-06-13 | 9d |
| 2024-03-05 | WFC Stock · Wells Fargo & Company | Buy | Spouse | $1K - $15K | 2024-03-19 | 14d |
| 2023-12-05 | WFC Stock · Wells Fargo & Company Common Stock | Buy | Spouse | $1K - $15K | 2023-12-18 | 13d |
| 2023-09-01 | WFC Stock · Wells Fargo & Company Common Stock | Buy | Spouse | $1K - $15K | 2023-09-15 | 14d |
| 2023-06-05 | WFC Stock · Wells Fargo & Company Common Stock | Buy | Spouse | $1K - $15K | 2023-06-14 | 9d |
| 2023-03-03 | WFC Stock · Wells Fargo & Company Common Stock | Buy | Spouse | $1K - $15K | 2023-03-28 | 25d |
| 2022-12-05 | WFC Stock · Wells Fargo & Company Common Stock | Buy | Spouse | $1K - $15K | 2022-12-29 | 24d |
| 2022-11-29 | KR Stock · Kroger Company (The) Common Stock | Buy | Spouse | $1K - $15K | 2022-12-29 | 30d |
| 2022-09-06 | WFC Stock · Wells Fargo & Company Common Stock | Buy | Spouse | $1K - $15K | 2022-09-26 | 20d |
| 2022-06-03 | WFC Stock · Wells Fargo & Company Common Stock | Buy | Spouse | $1K - $15K | 2022-06-13 | 10d |
| 2022-03-03 | WFC Stock · Wells Fargo & Company Common Stock | Buy | Spouse | $1K - $15K | 2022-03-14 | 11d |
| 2021-12-03 | WFC Stock · Wells Fargo & Company Common Stock | Buy | Spouse | $1K - $15K | 2021-12-16 | 13d |
| 2021-06-03 | WFC Stock · Wells Fargo & Company | Buy | Spouse | $1K - $15K | 2021-06-07 | 4d |
| 2021-03-03 | WFC Stock · Wells Fargo & Company | Buy | Spouse | $1K - $15K | 2021-03-16 | 13d |
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 2026-11-06. 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.
| Window | Portfolio | SPY | vs SPY |
|---|---|---|---|
| 1 week | +0.7% | -2.7% | +3.4% |
| 1 month | +3.3% | -5.6% | +8.9% |
| 1 quarter | -3.6% | -4.3% | +0.7% |
| Year to date | -9.5% | +7.8% | -17.3% |
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-11-06). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
Assets and liabilities
Disclosed assets
The assets A. Mitchell McConnell, Jr. 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
76
Total disclosed (band)
$21.9M – $84.1M
| Description | Type | Income | Value |
|---|---|---|---|
| VOO - Vanguard S&P 500 ETF | Mutual Funds - Mutual Fund |
$100K - $1M
Excepted Investment Fund
|
$5M - $25M |
| VXUS - Vanguard Total International Stock Index Fund ETF | Mutual Funds - Mutual Fund |
$100K - $1M
Excepted Investment Fund
|
$5M - $25M |
| Real Property with Carriage House Rental | Real Estate - Residential |
$15K - $50K
Rent/Royalties
|
$1M - $5M |
| VFIAX-Vanguard 500 Index Admiral (NASDAQ) | Trust - General Trust |
$2.5K - $5K
Excepted Investment Fund
|
$1M - $5M |
| WFC-Wells Fargo & Company (NYSE) | Corporate Securities - Stock |
$50K - $100K
Dividends
|
$1M - $5M |
| BND - Vanguard Total Bond Market ETF | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$500K - $1M |
| DWS Capital Growth VIP (Variable Interest Portfolio) Fund | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$500K - $1M |
| Kroger Restricted Stock Units | Other | — | $500K - $1M |
| RPTIX - T. Rowe Price Mid-Cap Growth Fund - I Class | Mutual Funds - Mutual Fund |
$50K - $100K
Excepted Investment Fund
|
$500K - $1M |
| TBCIX - T. Rowe Price Blue Chip Growth Fund - I Class | Mutual Funds - Mutual Fund |
$15K - $50K
Excepted Investment Fund
|
$500K - $1M |
| VB - Vanguard Small-Cap ETF | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$500K - $1M |
| VFIDX - Vanguard Intermediate Term Invest Grade Admiral CL | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$500K - $1M |
| VHCAX-Vanguard Capital Opportunity Adm (NASDAQ) | Trust - General Trust |
$5K - $15K
Excepted Investment Fund
|
$500K - $1M |
| VO - Vanguard Mid-Cap ETF | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$500K - $1M |
| VSIAX-Vanguard Small Cap Value Index Admiral (NASDAQ) | Trust - General Trust |
$2.5K - $5K
Excepted Investment Fund
|
$500K - $1M |
| (Heritage Foundation 403(b)) PREIX-T. Rowe Price Equity Index 500 (NASDAQ) | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$250K - $500K |
| (Heritage Foundation 403(b)) VFIAX-Vanguard 500 Index Admiral | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$250K - $500K |
| BNDX - Vanguard Total International Bond Index | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$250K - $500K |
| KR - Kroger Company (The) Common Stock | Corporate Securities - Stock |
$5K - $15K
Dividends
|
$250K - $500K |
| VEU - Vanguard FTSE All World Ex US ETF | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$250K - $500K |
| VFSUX - Vanguard Short Term Invest Grade Admiral CL | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$250K - $500K |
| GFFFX-American Funds Growth Fund of Amer F2 (NASDAQ) | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$100K - $250K |
| GFFFX-American Funds Growth Fund of Amer F2 (NASDAQ) | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$100K - $250K |
| HYLN - Hyliion Holdings Corp. Class A Common Stock | Corporate Securities - Stock |
Dividends
|
$100K - $250K |
| MBLY - Mobileye Global Inc. - Class A Common Stock | Corporate Securities - Stock | — | $100K - $250K |
| MNNAX - Victory Munder Multi-Cap A | Trust - General Trust |
$15K - $50K
Excepted Investment Fund
|
$100K - $250K |
| OTIIX - T. Rowe Price Small-Cap Stock Fund - I Class | Mutual Funds - Mutual Fund |
$5K - $15K
Excepted Investment Fund
|
$100K - $250K |
| PEQPX-Principal Equity Income P (NASDAQ) | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$100K - $250K |
| PRIUX - T. Rowe Price International Stock Fund - I Class | Mutual Funds - Mutual Fund |
$5K - $15K
Excepted Investment Fund
|
$100K - $250K |
| TSNIX - T. Rowe Price Science & Technology Fund - I Clas | Mutual Funds - Mutual Fund |
$15K - $50K
Excepted Investment Fund
|
$100K - $250K |
| VB - Vanguard Small-Cap Index Fund - ETF Shares | Mutual Funds - Mutual Fund |
$1K - $2.5K
Excepted Investment Fund
|
$100K - $250K |
| VMSXX - Vanguard Municipal Money Market | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$100K - $250K |
| VO - Vanguard Mid-Cap Index Fund - ETF Shares | Mutual Funds - Mutual Fund |
$2.5K - $5K
Excepted Investment Fund
|
$100K - $250K |
| VWIUX - Vanguard Intermediate Term Tax Exempt Admiral CL | Mutual Funds - Mutual Fund |
$2.5K - $5K
Excepted Investment Fund
|
$100K - $250K |
| Vanguard Target Enrollment 2032/2033 Portfolio | Mutual Funds - Mutual Fund | — | $100K - $250K |
| Vanguard Target Enrollment 2032/2033 Portfolio | Mutual Funds - Mutual Fund | — | $100K - $250K |
| WGIFX-American Funds Capital World Gr&Inc F2 (NASDAQ) | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$100K - $250K |
| (Heritage Foundation Retirement) PEQSX - Putnam Large Cap Value Fund Class R6 | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$50K - $100K |
| (Heritage Foundation Retirement) VFIAX - Vanguard 500 Index Fd Admiral Shs | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$50K - $100K |
| CHPT - ChargePoint Holdings, Inc. Common Stock | Corporate Securities - Stock |
Dividends
|
$50K - $100K |
| Chariot Parent, LLC d/b/a Chamberlain Group Incentive Units | Other | — | $50K - $100K |
| DPFFX-Delaware Diversified Income Instl (NASDAQ) | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$50K - $100K |
| FEGIX-First Eagle Gold I (NASDAQ) | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$50K - $100K |
| JDVPX - JHancock Disciplined Value R2 | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$50K - $100K |
| PEIIX - Principal Fds Inc. Equity Income Fd Insti | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$50K - $100K |
| RSPYX-RS Partners Y (NASDAQ) | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$50K - $100K |
| SPY - SPDR S&P 500 ETF | Mutual Funds - Exchange Traded Fund/Note |
Excepted Investment Fund
|
$50K - $100K |
| Truist Business Checking (Firebird International LLC) | Bank Deposit | — | $50K - $100K |
| VMLUX - Vanguard Ltd Term Tax Exempt Admiral CL | Mutual Funds - Mutual Fund |
$2.5K - $5K
Excepted Investment Fund
|
$50K - $100K |
| VWLUX - Vanguard Long-Term Tax-Exempt Admiral CL | Mutual Funds - Mutual Fund |
$2.5K - $5K
Excepted Investment Fund
|
$50K - $100K |
| (Heritage Foundation Retirement) APHKX - Artisan International Value Fd Insti Shs | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$15K - $50K |
| (Heritage Foundation Retirement) JDMNX - Janus Henderson Enterprise Fund - N Shares | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$15K - $50K |
| DPFFX-Delaware Diversified Income Instl (NASDAQ) | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$15K - $50K |
| IWM-iShares Russell 2000 | Mutual Funds - Exchange Traded Fund/Note |
Excepted Investment Fund
|
$15K - $50K |
| JHIGX - JHancock International Growth R2 | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$15K - $50K |
| PGDPX - Principal Global Div Inc P (NASDAQ) | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$15K - $50K |
| SCPB-SPDR Barclays Short Term Corp Bd ETF (NYSEArca) | Mutual Funds - Exchange Traded Fund/Note |
Excepted Investment Fund
|
$15K - $50K |
| SDSCX - BNY Mellon Small/Mid Cap Growth Fund Class I | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$15K - $50K |
| TGBAX-Templeton Global Bond Adv (NASDAQ) | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$15K - $50K |
| VO-Vanguard Mid-Cap ETF | Mutual Funds - Exchange Traded Fund/Note |
Excepted Investment Fund
|
$15K - $50K |
| WGIFX-American Funds Capital World Gr&Inc F2 (NASDAQ) | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$15K - $50K |
| (Heritage Foundation Retirement) FIWDX - Fidelity Advisor Strategic Income Fund Class Z | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$1K - $15K |
| (Heritage Foundation Retirement) GQGRX - Gqg Partners Emerging Markets Equity Fund R6 Sha | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$1K - $15K |
| (Heritage Foundation Retirement) RSEIX-Royce Special Equity Instl | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$1K - $15K |
| (Heritage Foundation Retirement) VGSLX-Vanguard REIT Index Adm | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$1K - $15K |
| (Heritage Foundation Retirement) WIIBX - Segall Bryant & Hamill Plus Bond Fund Institutional | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$1K - $15K |
| FEGIX-First Eagle Gold I (NASDAQ) | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$1K - $15K |
| Fidelity Cash Account | Bank Deposit |
Interest
|
$1K - $15K |
| Fidelity Cash Reserves | Bank Deposit |
Interest
|
$1K - $15K |
| Republic Bank and Trust | Bank Deposit |
Interest
|
$1K - $15K |
| TGBAX-Templeton Global Bond Adv (NASDAQ) | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$1K - $15K |
| Truist Advantage Money Market Account | Bank Deposit |
Interest
|
$1K - $15K |
| Truist Business Money Market Performance (Firebird International LLC) | Bank Deposit |
Interest
|
$1K - $15K |
| Truist Personal Savings Account | Bank Deposit |
Interest
|
$1K - $15K |
| Truist Solid Choice Banking | Bank Deposit |
Interest
|
$1K - $15K |
| UBS (uninvested cash held by UBS) | Bank Deposit |
Interest
|
$1K - $15K |
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.
No Itemised Liabilities
The latest annual report lists no liability with a disclosed value bracket.