Politicians
Total Trades
69
Trade Volume
$874K
Midpoint of disclosed ranges
Issuers
1
Unique tickers
Last Traded
2021-12-10
Est. Net Worth
-$21K
2013 disclosure
About Jim Matheson
Jim Matheson is a Democrat who represented Utah’s 4th Congressional District in the U.S. House of Representatives from January 3, 2013, to January 3, 2015. Born March 21, 1960, he previously served multiple terms in Congress representing Utah districts. During his tenure, he was known as a centrist member of the House Democratic caucus.
During his final term in Congress, Matheson disclosed 38 trades with an estimated total trading volume of approximately $0.5 million. His activity skewed toward buying, with 27 purchases compared to 11 sales. The majority of his disclosed transactions—37 trades—were concentrated in a single unnamed security, with one additional trade in Realty Income Corp. (O). With 38 total trades, his activity level was modest compared to more active congressional traders, reflecting a limited but buy-leaning trading profile.
Jim Matheson's Trades
Trading Activity
50 of 69 trades
| Date | Asset | Type | Amount |
|---|---|---|---|
| 2021-12-10 | Alpine Dynamic Dividend FundFUND | buy | $1K-$15K |
| 2021-12-10 | Alpine Dynamic Dividend FundFUND | buy | $1K-$15K |
| 2021-08-09 | Equitable Life Insurance Fund - AXA Moderate AllocationFUND | buy | $1K-$15K |
| 2021-07-10 | Vanguard Short-Term Treasury FundMUNI | buy | $15K-$50K |
| 2021-06-05 | Fidelity Funds - Asset Manager 50%OTHE | sell | $1K-$15K |
| 2021-04-08 | Equitable Life Insurance Fund - AXA Moderate AllocationFUND | buy | $1K-$15K |
| 2021-04-05 | Freedom Fund 2035FUND | buy | $1K-$15K |
| 2012-12-10 | IAA - ICE Flexible LossOTHE | buy | $15K-$50K |
| 2012-12-10 | Spartan US Equity (Semi-Annual Dividend Reinvest)OTHE | buy | $1K-$15K |
| 2012-12-10 | Low Priced StockOTHE | buy | $1K-$15K |
| 2012-12-10 | Alpine Dynamic Dividend FundFUND | buy | $1K-$15K |
| 2012-12-10 | Freedom Fund 2035FUND | buy | $1K-$15K |
| 2012-12-10 | Fidelity Export and MultinationalOTHE | sell | $1K-$15K |
| 2012-12-10 | Fidelity Funds - Asset Manager 50%FUND | buy | $1K-$15K |
| 2012-12-10 | Equitable Life Insurance Fund - AXA Moderate Plus AllocationFUND | buy | $1K-$15K |
| 2012-12-10 | Equitable Life Insurance Fund - AXA Moderate AllocationFUND | buy | $1K-$15K |
| 2012-12-10 | Alpine Dynamic Dividend FundFUND | buy | $1K-$15K |
| 2012-10-07 | Vanguard Emerging Markets IndexETF | sell | $1K-$15K |
| 2012-10-07 | Vanguard Emerging Markets IndexOTHE | sell | $1K-$15K |
| 2012-07-12 | Wasatch Micro CapOTHE | buy | $1K-$15K |
| 2012-07-12 | Vanguard Short-Term Treasury FundMUNI | buy | $15K-$50K |
| 2012-07-12 | Strategic Dividend and IncomeOTHE | buy | $1K-$15K |
| 2012-07-12 | Spartan U.S. EquityOTHE | buy | $1K-$15K |
| 2012-07-12 | Spartan U.S. Equity (Partial Sale)OTHE | sell | $1K-$15K |
| 2012-07-12 | Small Cap DiscoveryOTHE | buy | $1K-$15K |
| 2012-07-12 | Fidelity Fund (continued) – Low Priced StockFUND | buy | $1K-$15K |
| 2012-07-12 | Vanguard Short Term Treasury FundMUNI | buy | $15K-$50K |
| 2012-07-12 | Spartan US Equity (Partial Sale)OTHE | sell | $1K-$15K |
| 2012-07-12 | Strategic Dividend and IncomeOTHE | buy | $1K-$15K |
| 2012-07-12 | Spartan U.S. EquityOTHE | buy | $1K-$15K |
| 2012-07-12 | Spartan U.S. Equity (Partial Sale)OTHE | sell | $1K-$15K |
| 2012-07-12 | Small Cap DiscoveryOTHE | buy | $1K-$15K |
| 2012-07-10 | Wasatch Micro Cap MonthlyOTHE | buy | $15K-$50K |
| 2012-04-09 | Utah Education Savings Plan - Age Based Moderate FundFUND | buy | $50K-$100K |
| 2012-03-07 | Wasatch Micro Cap FundFUND | buy | $1K-$15K |
| 2012-03-07 | Fidelity Spartan US Equity FundFUND | buy | $1K-$15K |
| 2012-03-07 | Fidelity Asset Manager 50%OTHE | buy | $1K-$15K |
| 2012-03-07 | Fidelity Balanced FundFUND | buy | $1K-$15K |
| 2012-03-07 | Equitable Variable Life Insurance Mutual Fund - AXA Moderate AllocationFUND | buy | $1K-$15K |
| 2012-03-07 | Equitable Variable Life Insurance Mutual Fund: Fidelity Export and Multinational FundFUND | sell | $1K-$15K |
| 2012-03-07 | Baron Partners Mutual FundFUND | sell | $1K-$15K |
| 2012-03-07 | Equitable Variable Life Insurance Mutual Fund: AXA Aggressive Growth and Fidelity Export and Multinational FundFUND | buy | $1K-$15K |
| 2012-03-07 | Baron Partners Mutual FundFUND | buy | $1K-$15K |
| 2012-03-07 | Wasatch Micro Cap FundFUND | buy | $1K-$15K |
| 2012-03-07 | Fidelity Spartan US Equity FundFUND | buy | $1K-$15K |
| 2012-03-07 | Fidelity Asset Manager 50%OTHE | buy | $1K-$15K |
| 2012-03-07 | Fidelity Balanced FundFUND | buy | $1K-$15K |
| 2012-03-07 | Equitable Variable Life Insurance Mutual Fund: AXA Moderate AllocationFUND | buy | $1K-$15K |
| 2012-02-10 | Freedom Fund 2035FUND | buy | $1K-$15K |
| 2012-02-10 | Fidelity Funds - Export and MultinationalOTHE | buy | $1K-$15K |
Alpine Dynamic Dividend Fundbuy
2021-12-10$1K-$15K
Owner: Spouse
Alpine Dynamic Dividend Fundbuy
2021-12-10$1K-$15K
Owner: Self
Equitable Life Insurance Fund - AXA Moderate Allocationbuy
2021-08-09$1K-$15K
Owner: Spouse
Vanguard Short-Term Treasury Fundbuy
2021-07-10$15K-$50K
Owner: Self
Fidelity Funds - Asset Manager 50%sell
2021-06-05$1K-$15K
Owner: Spouse
Equitable Life Insurance Fund - AXA Moderate Allocationbuy
2021-04-08$1K-$15K
Owner: Spouse
Freedom Fund 2035buy
2021-04-05$1K-$15K
Owner: Spouse
IAA - ICE Flexible Lossbuy
2012-12-10$15K-$50K
Owner: Self
Spartan US Equity (Semi-Annual Dividend Reinvest)buy
2012-12-10$1K-$15K
Owner: Self
Low Priced Stockbuy
2012-12-10$1K-$15K
Owner: Self
Alpine Dynamic Dividend Fundbuy
2012-12-10$1K-$15K
Owner: Self
Freedom Fund 2035buy
2012-12-10$1K-$15K
Owner: Self
Fidelity Export and Multinationalsell
2012-12-10$1K-$15K
Owner: Self
Fidelity Funds - Asset Manager 50%buy
2012-12-10$1K-$15K
Owner: Self
Equitable Life Insurance Fund - AXA Moderate Plus Allocationbuy
2012-12-10$1K-$15K
Owner: Self
Equitable Life Insurance Fund - AXA Moderate Allocationbuy
2012-12-10$1K-$15K
Owner: Self
Alpine Dynamic Dividend Fundbuy
2012-12-10$1K-$15K
Owner: Spouse
Vanguard Emerging Markets Indexsell
2012-10-07$1K-$15K
Owner: Self
Vanguard Emerging Markets Indexsell
2012-10-07$1K-$15K
Owner: Self
Wasatch Micro Capbuy
2012-07-12$1K-$15K
Owner: Spouse
Vanguard Short-Term Treasury Fundbuy
2012-07-12$15K-$50K
Owner: Spouse
Strategic Dividend and Incomebuy
2012-07-12$1K-$15K
Owner: Self
Spartan U.S. Equitybuy
2012-07-12$1K-$15K
Owner: Self
Spartan U.S. Equity (Partial Sale)sell
2012-07-12$1K-$15K
Owner: Self
Small Cap Discoverybuy
2012-07-12$1K-$15K
Owner: Self
Fidelity Fund (continued) – Low Priced Stockbuy
2012-07-12$1K-$15K
Owner: Self
Vanguard Short Term Treasury Fundbuy
2012-07-12$15K-$50K
Owner: Spouse
Spartan US Equity (Partial Sale)sell
2012-07-12$1K-$15K
Owner: Self
Strategic Dividend and Incomebuy
2012-07-12$1K-$15K
Owner: Self
Spartan U.S. Equitybuy
2012-07-12$1K-$15K
Owner: Self
Spartan U.S. Equity (Partial Sale)sell
2012-07-12$1K-$15K
Owner: Self
Small Cap Discoverybuy
2012-07-12$1K-$15K
Owner: Self
Wasatch Micro Cap Monthlybuy
2012-07-10$15K-$50K
Owner: Self
Utah Education Savings Plan - Age Based Moderate Fundbuy
2012-04-09$50K-$100K
Owner: Self
Wasatch Micro Cap Fundbuy
2012-03-07$1K-$15K
Owner: Spouse
Fidelity Spartan US Equity Fundbuy
2012-03-07$1K-$15K
Owner: Spouse
Fidelity Asset Manager 50%buy
2012-03-07$1K-$15K
Owner: Spouse
Fidelity Balanced Fundbuy
2012-03-07$1K-$15K
Owner: Spouse
Equitable Variable Life Insurance Mutual Fund - AXA Moderate Allocationbuy
2012-03-07$1K-$15K
Owner: Spouse
Equitable Variable Life Insurance Mutual Fund: Fidelity Export and Multinational Fundsell
2012-03-07$1K-$15K
Owner: Self
Baron Partners Mutual Fundsell
2012-03-07$1K-$15K
Owner: Self
Equitable Variable Life Insurance Mutual Fund: AXA Aggressive Growth and Fidelity Export and Multinational Fundbuy
2012-03-07$1K-$15K
Owner: Spouse
Baron Partners Mutual Fundbuy
2012-03-07$1K-$15K
Owner: Spouse
Wasatch Micro Cap Fundbuy
2012-03-07$1K-$15K
Owner: Spouse
Fidelity Spartan US Equity Fundbuy
2012-03-07$1K-$15K
Owner: Spouse
Fidelity Asset Manager 50%buy
2012-03-07$1K-$15K
Owner: Spouse
Fidelity Balanced Fundbuy
2012-03-07$1K-$15K
Owner: Spouse
Equitable Variable Life Insurance Mutual Fund: AXA Moderate Allocationbuy
2012-03-07$1K-$15K
Owner: Self
Freedom Fund 2035buy
2012-02-10$1K-$15K
Owner: Self
Fidelity Funds - Export and Multinationalbuy
2012-02-10$1K-$15K
Owner: Self
Estimated current holdings
Derived from disclosed buys minus sells at range midpoints. Positions opened before disclosure records began, or reported only in ranges, make this an estimate of direction and scale, not a brokerage statement.
| Stock | Est. net position |
|---|---|
| O | $33K |