Politicians
Total Trades
38
Trade Volume
$510K
Midpoint of disclosed ranges
Issuers
1
Unique tickers
Last Traded
2021-12-10
Est. Net Worth
$1M
2011 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
38 of 38 trades
| Date | Asset | Type | Amount |
|---|---|---|---|
| 2021-12-10 | Alpine Dynamic Dividend FundFUND | buy | $1K – $15K |
| 2021-07-10 | Vanguard Short-Term Treasury FundMUNI | buy | $15K – $50K |
| 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 IndexOTHE | sell | $1K – $15K |
| 2012-07-12 | Spartan US Equity (Partial Sale)OTHE | sell | $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 |
| 2012-07-10 | Wasatch Micro Cap MonthlyOTHE | buy | $15K – $50K |
| 2012-03-07 | Fidelity Balanced FundFUND | buy | $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 | Equitable Variable Life Insurance Mutual Fund: AXA Moderate AllocationFUND | buy | $1K – $15K |
| 2012-03-07 | Fidelity Asset Manager 50%OTHE | buy | $1K – $15K |
| 2012-03-07 | Fidelity Spartan US Equity FundFUND | buy | $1K – $15K |
| 2012-03-07 | Wasatch Micro Cap FundFUND | buy | $1K – $15K |
| 2011-12-10 | Fidelity Fund (Continued) - Low Priced StockFUND | buy | $1K – $15K |
| 2011-12-10 | Fidelity Fund (continued) - Low Priced StockFUND | buy | $1K – $15K |
| 2010-12-21 | Alpine Dynamic Dividend FundFUND | buy | $15K – $50K |
| 2010-12-12 | O | buy | $15K – $50K |
| 2010-12-11 | Alpine Dynamic Dividend FundFUND | buy | — |
| 2010-12-11 | Fidelity Fund (continued) - Low Priced StockFUND | buy | $1K – $15K |
| 2009-04-12 | Utah Educational Saving Plan - Age Based Moderate FundFUND | buy | $50K – $100K |
| 2009-02-08 | Wasatch Micro Cap FundFUND | sell | $15K – $50K |
| 2006-09-08 | Fidelity Municipal Income FundMUNI | sell | $1K – $15K |
| 2006-09-08 | Vanguard Total Stock Market Index FundFUND | sell | $1K – $15K |
| 2006-09-08 | Vanguard Wellesley Income FundFUND | sell | $1K – $15K |
| 2005-02-08 | T. Rowe Price Small Cap Stock FundFUND | sell | $1K – $15K |
| 2005-02-08 | Vanguard Emerging Markets Index Fund (Spart)FUND | sell | $1K – $15K |
| 2005-02-08 | Wasatch Micro Cap FundFUND | sell | $1K – $15K |
| 2001-02-28 | Vanguard Short Term Treasury FundMUNI | buy | $1K – $15K |
Alpine Dynamic Dividend Fundbuy
2021-12-10$1K – $15K
Owner: Self
Vanguard Short-Term Treasury Fundbuy
2021-07-10$15K – $50K
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
Spartan US Equity (Partial Sale)sell
2012-07-12$1K – $15K
Owner: Self
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
Wasatch Micro Cap Monthlybuy
2012-07-10$15K – $50K
Owner: Self
Fidelity Balanced Fundbuy
2012-03-07$1K – $15K
Owner: Spouse
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
Equitable Variable Life Insurance Mutual Fund: AXA Moderate Allocationbuy
2012-03-07$1K – $15K
Owner: Self
Fidelity Asset Manager 50%buy
2012-03-07$1K – $15K
Owner: Spouse
Fidelity Spartan US Equity Fundbuy
2012-03-07$1K – $15K
Owner: Spouse
Wasatch Micro Cap Fundbuy
2012-03-07$1K – $15K
Owner: Spouse
Fidelity Fund (Continued) - Low Priced Stockbuy
2011-12-10$1K – $15K
Owner: Self
Fidelity Fund (continued) - Low Priced Stockbuy
2011-12-10$1K – $15K
Owner: Self
Alpine Dynamic Dividend Fundbuy
2010-12-21$15K – $50K
Owner: Self
Alpine Dynamic Dividend Fundbuy
2010-12-11—
Owner: Self
Fidelity Fund (continued) - Low Priced Stockbuy
2010-12-11$1K – $15K
Owner: Self
Utah Educational Saving Plan - Age Based Moderate Fundbuy
2009-04-12$50K – $100K
Owner: Self
Wasatch Micro Cap Fundsell
2009-02-08$15K – $50K
Owner: Spouse
Fidelity Municipal Income Fundsell
2006-09-08$1K – $15K
Owner: Self
Vanguard Total Stock Market Index Fundsell
2006-09-08$1K – $15K
Owner: Spouse
Vanguard Wellesley Income Fundsell
2006-09-08$1K – $15K
Owner: Spouse
T. Rowe Price Small Cap Stock Fundsell
2005-02-08$1K – $15K
Owner: Self
Vanguard Emerging Markets Index Fund (Spart)sell
2005-02-08$1K – $15K
Owner: Self
Wasatch Micro Cap Fundsell
2005-02-08$1K – $15K
Owner: Spouse
Vanguard Short Term Treasury Fundbuy
2001-02-28$1K – $15K
Owner: Self