Rep. Dean Phillips Stock Trades

Rep. Dean Phillips (MN-03) executed 27 transactions in early January 2021, primarily buying and selling stocks and preferred securities through Trust 1. Notable purchases included Wells Fargo preferred securities ($15,001-$50,000) and Wisconsin State Transportation Revenue bonds ($15,001-$50,000), while selling positions in Accenture (4 partial sales), and various other holdings. Most transactions ranged from $1,001-$15,000.

Hon. Dean Phillips (MN03) conducted extensive portfolio rebalancing in December 2020, executing approximately 40+ transactions across diverse sectors. Notable transactions include a $50,001-$100,000 purchase of Tesla (TSLA), a $15,001-$50,000 sale of Salesforce (CRM), a $15,001-$50,000 purchase of Charles Schwab corporate bond, and numerous $1,001-$15,000 purchases and sales across technology, financial services, healthcare, and industrial stocks.

Rep. Dean Phillips (MN-03) executed a large diversified portfolio rebalancing in September 2020, purchasing 39 blue-chip stocks and technology companies (including AAPL, AMZN, GOOGL, MSFT, META, NFLX, CRM, and others) in the $1,001-$15,000 range each, while selling positions in Digital Realty preferred securities ($15,001-$50,000), PA State Higher Education bonds ($15,001-$50,000), and ACN and DLTR shares. Notable larger purchases included Salesforce (CRM) at $15,001-$50,000.

Rep. Dean Phillips (MN-03) conducted 16 transactions on August 10, 2020, including purchases of technology and consumer stocks (ANET, BSX, DXC, FB, NTAP, TAP, UAA, UA, WBA) and partial sales of growth stocks (CMG, DHR, HWM, PYPL, TDG, WDC), with most positions valued between $1,001-$15,000, plus a purchase of a Johnson County KS school district bond ($15,001-$50,000).