Steve Cohen
U.S. Representative, Tennessee district 9 (TN09)
Latest disclosure September 1, 2026: Periodic transaction report, filing 20035350.
Everything below is as of the disclosure date of the filing it came from, not live. Members report trades up to 45 days after they happen.
Holdings
From Annual report (FD Original) for 2025, filing 10074620.
As of May 15, 2026, the date it was filed.
Sorted by the lower bound of the disclosed value band, largest band first.
| Ticker | Asset | Owner | Value band | Source |
|---|---|---|---|---|
| none | Stephens Advantage Account ⇒ US Treas Bill Maturity 2/19/2026 GS | Member | $1,000,001 - $5,000,000 | p. 6 |
| none | TN 401k ⇒ Tennessee Stable Value Fund MF | Member | $500,001 - $1,000,000 | p. 9 |
| BRK.B | Stephens Advantage Account ⇒ Berkshire Hathaway Inc. New (BRK.B) ST | Member | $250,001 - $500,000 | p. 2 |
| GOSXX | Stephens Advantage Account ⇒ Federated Hermes Government Obligations Fund Svc Shares (GOSXX) MF | Member | $250,001 - $500,000 | p. 2 |
| IBM | Stephens Advantage Account ⇒ International Business Machines Corporation (IBM) ST | Member | $250,001 - $500,000 | p. 3 |
| none | Stephens Advantage Account ⇒ US Treas Bill Mat 5/14/2026 GS | Member | $250,001 - $500,000 | p. 6 |
| MSFT | Stephens SEP IRA ⇒ Microsoft Corporation (MSFT) ST | Member | $250,001 - $500,000 | p. 8 |
| none | TN 457 ⇒ Tennessee Stable Value Fund MF | Member | $250,001 - $500,000 | p. 9 |
| AMGN | Stephens Advantage Account ⇒ Amgen Inc. (AMGN) ST | Member | $100,001 - $250,000 | p. 1 |
| AZO | Stephens Advantage Account ⇒ AutoZone, Inc. (AZO) ST | Member | $100,001 - $250,000 | p. 1 |
| CGMU | Stephens Advantage Account ⇒ Capital Group Municipal Income ETF (CGMU) EF | Member | $100,001 - $250,000 | p. 2 |
| FDX | Stephens Advantage Account ⇒ FedEx Corporation (FDX) ST | Member | $100,001 - $250,000 | p. 2 |
| none | Stephens Advantage Account ⇒ FRANKLIN RISING DIVIDENDS FUND MF | Member | $100,001 - $250,000 | p. 3 |
| none | Stephens Advantage Account ⇒ Invesco Variable Rate Preferred EF | Member | $100,001 - $250,000 | p. 3 |
| MAR | Stephens Advantage Account ⇒ Marriott International - Class A (MAR) ST | Member | $100,001 - $250,000 | p. 4 |
| NOC | Stephens Advantage Account ⇒ Northrop Grumman Corporation (NOC) ST | Member | $100,001 - $250,000 | p. 4 |
| VTES | Stephens Advantage Account ⇒ Vanguard Wellington Fund Vanguard Short-Term Tax Exempt Bond ETF (VTES) EF | Member | $100,001 - $250,000 | p. 7 |
| BRK.B | Stephens SEP IRA ⇒ Berkshire Hathaway Inc. New (BRK.B) ST | Member | $100,001 - $250,000 | p. 7 |
| XOM | Stephens SEP IRA ⇒ Exxon Mobil Corporation (XOM) ST | Member | $100,001 - $250,000 | p. 8 |
| ABX | Stephens Advantage Account ⇒ Barrick Gold Corporation (ABX) ST | Member | $50,001 - $100,000 | p. 1 |
| LLY | Stephens Advantage Account ⇒ Eli Lilly and Company Common Stock (LLY) ST | Member | $50,001 - $100,000 | p. 2 |
| MAA | Stephens Advantage Account ⇒ Mid-America Apartment Communities, Inc. (MAA) ST | Member | $50,001 - $100,000 | p. 4 |
| none | Stephens Advantage Account ⇒ Schwab Strategic TR US Dividend Equity EF | Member | $50,001 - $100,000 | p. 4 |
| PFXF | Stephens Advantage Account ⇒ VanEck Preferred Securities ex Financials ETF (PFXF) EF | Member | $50,001 - $100,000 | p. 7 |
| FHN | Stephens Roth IRA ⇒ First Horizon Corporation Common Stock (FHN) ST | Member | $50,001 - $100,000 | p. 7 |
| none | Stephens SEP IRA ⇒ BLACKROCK LOW DURATION BOND PORTFOLIO FUND CLASS K MF | Member | $50,001 - $100,000 | p. 7 |
| CVX | Stephens SEP IRA ⇒ Chevron Corporation (CVX) ST | Member | $50,001 - $100,000 | p. 7 |
| none | Stephens SEP IRA ⇒ FEDERATED HERMES ULTRASHORT BOND FUND CLASS IS MF | Member | $50,001 - $100,000 | p. 8 |
| FHN | Stephens SEP IRA ⇒ First Horizon National Corporation (FHN) ST | Member | $50,001 - $100,000 | p. 8 |
| IBM | Stephens SEP IRA ⇒ International Business Machines Corporation (IBM) ST | Member | $50,001 - $100,000 | p. 8 |
| none | Stephens SEP IRA ⇒ LORD ABBETT SHORT DURATION INCOME FUND CLASS F MF | Member | $50,001 - $100,000 | p. 8 |
| none | Stephens SEP IRA ⇒ PGIM SHORT-TERM CORPORATE BOND FUND CLASS R6 MF | Member | $50,001 - $100,000 | p. 8 |
| RTX | Stephens SEP IRA ⇒ RTX Corporation Common Stock (RTX) ST | Member | $50,001 - $100,000 | p. 9 |
| FSBTX | Stephens SEP IRA ⇒ Short-Term Bond Fund of America - Class F-3 (FSBTX) MF | Member | $50,001 - $100,000 | p. 9 |
| none | Stephens SEP IRA ⇒ THORNBURG LIMITED-TERM INCOME FUND CLASS I MF | Member | $50,001 - $100,000 | p. 9 |
| T | Stephens Advantage Account ⇒ AT&T Inc. (T) ST | Member | $15,001 - $50,000 | p. 1 |
| none | Stephens Advantage Account ⇒ BRADLEY CNTY TENN GO REF BDS 2019 3.000% 06/01/27 GS | Member | $15,001 - $50,000 | p. 2 |
| CMCSA | Stephens Advantage Account ⇒ Comcast Corporation - Class A (CMCSA) ST | Member | $15,001 - $50,000 | p. 2 |
| none | Stephens Advantage Account ⇒ DAIMLER AG REG SHS I SIN MF | Member | $15,001 - $50,000 | p. 2 |
| none | Stephens Advantage Account ⇒ EASTSIDE UTIL DIST HAMILTON CNTY TENN WTRWKS REV REV REF BDS 2017A 3.000% 11/01/28 GS | Member | $15,001 - $50,000 | p. 2 |
| GSK | Stephens Advantage Account ⇒ GlaxoSmithKline PLC (GSK) ST | Member | $15,001 - $50,000 | p. 3 |
| none | Stephens Advantage Account ⇒ JOHNSON CITY TENN HLTH & EDL FACS BRD HOSP REV RFG & IMPT MED CTR GS | Member | $15,001 - $50,000 | p. 3 |
| none | Stephens Advantage Account ⇒ KNOX CNTY TN HLTH EDUCTNL & HS REF-FACS BRD- UNIVERSITY HEALTH CS | Member | $15,001 - $50,000 | p. 3 |
| none | Stephens Advantage Account ⇒ KNOX CNTY TN HLTH EDUCTNL & HSG FACS BRD HOSP REV REF-COVENANT HLTH GS | Member | $15,001 - $50,000 | p. 3 |
| MRK | Stephens Advantage Account ⇒ Merck & Company, Inc. Common Stock (MRK) ST | Member | $15,001 - $50,000 | p. 4 |
| none | Stephens Advantage Account ⇒ METROPOLITAN GOVT NASHVILLE & DAVIDSON CNTY TENN HEALTH & ED L FACS BRD 3.750% 03/15/28 B/E DTD 02/2 GS | Member | $15,001 - $50,000 | p. 4 |
| PEP | Stephens Advantage Account ⇒ Pepsico, Inc. (PEP) ST | Member | $15,001 - $50,000 | p. 4 |
| none | Stephens Advantage Account ⇒ SHELBY CNTY TN HLTH EDUCTNL & HSG FACS BRD REV REF-TREZEVANT MANOR GS | Member | $15,001 - $50,000 | p. 4 |
| none | Stephens Advantage Account ⇒ TENN HSG DEV AGY RSDL FING PROG REV NON-AMT NON ACE-ISSUE 4B REV BDS GS | Member | $15,001 - $50,000 | p. 5 |
| none | Stephens Advantage Account ⇒ TENNESSEE HSG DEV AGY RSDL FIN PROG REV NON-AMT NON ADJUSTED CURRENT GS | Member | $15,001 - $50,000 | p. 5 |
| none | Stephens Advantage Account ⇒ TENNESSEE HSG DEV AGY RSDL FIN ISSUE 3 REVENUE BONDS ERP MANDATORY GS | Member | $15,001 - $50,000 | p. 5 |
| none | Stephens Advantage Account ⇒ TENNESSEE HSG DEV AGY RSDL FIN NON-AMT NON ACE- ISSUE 4B REVENUE BONDS ERP OPT/MAND CS | Member | $15,001 - $50,000 | p. 5 |
| none | Stephens Advantage Account ⇒ TENNESSEE HSG DEV AGY RSDL FIN NON-AMT NON-ACE- ISSUE 1B REVENUE BONDS CS | Member | $15,001 - $50,000 | p. 5 |
| none | Stephens Advantage Account ⇒ TENNESSEE HSG DEV AGY RSDL FING PROGRAM REV ISSUE 3 REVENUE BONDS ERP MANDATORY CS | Member | $15,001 - $50,000 | p. 6 |
| TM | Stephens Advantage Account ⇒ Toyota Motor Corporation (TM) ST | Member | $15,001 - $50,000 | p. 6 |
| none | Stephens Advantage Account ⇒ Vaneck Morningstar Durable Dividend EF | Member | $15,001 - $50,000 | p. 6 |
| none | Stephens Roth IRA ⇒ PUTNAM ULTRA SHORT DURATION INCOME FUND CLASS Y MF | Member | $15,001 - $50,000 | p. 7 |
| OZKAP | Stephens SEP IRA ⇒ Bank OZK - 4.625% Series A Non-Cumulative Perpetual Preferred Stock (OZKAP) ST | Member | $15,001 - $50,000 | p. 7 |
| KO | Stephens SEP IRA ⇒ Coca-Cola Company (KO) ST | Member | $15,001 - $50,000 | p. 7 |
| RQI | Stephens SEP IRA ⇒ Cohen & Steers Quality Income Realty Fund Inc Common Shares (RQI) ST | Member | $15,001 - $50,000 | p. 7 |
| LLY | Stephens SEP IRA ⇒ Eli Lilly and Company Common Stock (LLY) ST | Member | $15,001 - $50,000 | p. 8 |
| none | Stephens SEP IRA ⇒ FEDERATED HERMES TREASRY OB IS MF | Member | $15,001 - $50,000 | p. 8 |
| none | Stephens SEP IRA ⇒ Fidelity Dividend ETF for Rising Rates EF | Member | $15,001 - $50,000 | p. 8 |
| FTSM | Stephens SEP IRA ⇒ First Trust Enhanced Short Maturity ETF (FTSM) ST | Member | $15,001 - $50,000 | p. 8 |
| PEAK | Stephens SEP IRA ⇒ Healthpeak Properties, Inc. (PEAK) ST | Member | $15,001 - $50,000 | p. 8 |
| none | Stephens SEP IRA ⇒ PUTNAM ULTRA SHRT DURATION INCOME FUND CLASS Y MF | Member | $15,001 - $50,000 | p. 8 |
| RF | Stephens SEP IRA ⇒ Regions Financial Corporation (RF) ST | Member | $15,001 - $50,000 | p. 9 |
| SNE | Stephens SEP IRA ⇒ Sony Corporation (SNE) ST | Member | $15,001 - $50,000 | p. 9 |
| TM | Stephens SEP IRA ⇒ Toyota Motor Corporation (TM) ST | Member | $15,001 - $50,000 | p. 9 |
| DIS | Stephens SEP IRA ⇒ Walt Disney Company (DIS) ST | Member | $15,001 - $50,000 | p. 9 |
| none | Stephens SEP IRA ⇒ WESTERN SHORT TERM BOND FUND CLASS IS MF | Member | $15,001 - $50,000 | p. 9 |
| HLN | Stephens Advantage Account ⇒ Haleon plc American Depositary Shares (HLN) ST | Member | $1,001 - $15,000 | p. 3 |
| none | Stephens Advantage Account ⇒ TENN HSG DEV AGY RSDL FING PROG REV NON ACE-SER 2B REV BDS GS | Member | $1,001 - $15,000 | p. 5 |
| none | Stephens Advantage Account ⇒ TENNESSEE HSG DEV AGY RSDL FIN REF-ISSUE 4 REVENUE BONDS ERP OPT/MAND GS | Member | $1,001 - $15,000 | p. 5 |
| none | Stephens Advantage Account ⇒ TENNESSEE HSG DEV AGY RSDL FING PROG REV NON ACE-SER B2 REV BONDS MDY UNDLY Aa1 ERP OPT/MAND GS | Member | $1,001 - $15,000 | p. 6 |
| none | Stephens Advantage Account ⇒ TENNESSEE HSG DEV AGY RSDL FING PROG REV NON- AMT NON ACE-ISSUE 4B REV BDS ERP OPT/MAND GS | Member | $1,001 - $15,000 | p. 6 |
| none | Stephens Advantage Account ⇒ TENNESSEE HSG DEV AGY RSDL FING PROG REV NON- AMT NON ACE-ISSUE 4B REVENUE ERP OPT/MAN GS | Member | $1,001 - $15,000 | p. 6 |
| none | Stephens Advantage Account ⇒ TENNESSEE HSG DEV AGY RSDL FING PROG REV NON- AMT NON ACE-SER 2B REV BONDS ERP OPTIONAL GS | Member | $1,001 - $15,000 | p. 6 |
| none | Stephens Advantage Account ⇒ TENNESSEE HSG DEV AGY RSDL FING PROGRAM REV ISSUE 3 REV BDS ERP OPT/MAND GS | Member | $1,001 - $15,000 | p. 6 |
| WBD | Stephens Advantage Account ⇒ Warner Bros. Discovery, Inc. - Series A (WBD) ST | Member | $1,001 - $15,000 | p. 7 |
| T | Stephens SEP IRA ⇒ AT&T Inc. (T) ST | Member | $1,001 - $15,000 | p. 7 |
| SLB | Stephens SEP IRA ⇒ Schlumberger N.V. (SLB) ST | Member | $1,001 - $15,000 | p. 9 |
| SFGYY | Stephens SEP IRA ⇒ SONY FINL GROUP INC U/ADR (SFGYY) ST | Member | $1,001 - $15,000 | p. 9 |
| OZKAP | Stephens Advantage Account ⇒ Bank OZK - 4.625% Series A Non-Cumulative Perpetual Preferred Stock (OZKAP) ST | Member | None | p. 1 |
| RFI | Stephens Advantage Account ⇒ Cohen & Steers Total Return Realty Fund, Inc. (RFI) ST | Member | None | p. 2 |
| FLR | Stephens Advantage Account ⇒ Fluor Corporation (FLR) ST | Member | None | p. 3 |
| GS | Stephens Advantage Account ⇒ Goldman Sachs Group, Inc. (GS) ST | Member | None | p. 3 |
| GS | Stephens Advantage Account ⇒ Goldman Sachs Group, Inc. (GS) ST | Member | None | p. 3 |
| PFF | Stephens Advantage Account ⇒ iShares Preferred and Income Securities ETF (PFF) EF | Member | None | p. 3 |
| none | Stephens Advantage Account ⇒ KNOX CNTY TN HLTH EDUCTNL & HSG FACS BRD HOSP REV RFDG-COVENANT HLTH SER A OPT ERP GS | Member | None | p. 3 |
| none | Stephens Advantage Account ⇒ Morgan Stanley Depositary Shares, each representing 1/1,000th of a share of 6.500% Non-Cumulative Pr (MS$P) ST | Member | None | p. 4 |
| OGN | Stephens Advantage Account ⇒ Organon & Co. (OGN) ST | Member | None | p. 4 |
| none | Stephens Advantage Account ⇒ TENN HSG DEV AGY RSDL FING PROG REV ISSUE 3 REVENUE BONDS GS | Member | None | p. 5 |
| none | Stephens Advantage Account ⇒ TENNESSEE HSG DEV AGY RSDL FIN NON-AMT NON ACE- SER 2B REVENUE BONDS CS | Member | None | p. 5 |
| none | Stephens Advantage Account ⇒ TENNESSEE HSG DEV AGY RSDL FIN NON-AMT NON-ACE- ISSUE 1B REVENUE BONDS GS | Member | None | p. 5 |
| none | Stephens Advantage Account ⇒ United States Treas Bills Maturity 11/13/2025 GS | Member | None | p. 6 |
| none | Stephens Advantage Account ⇒ United States Treas Bills Maturity 8/21/2025 GS | Member | None | p. 6 |
| none | Stephens Advantage Account ⇒ Virtus Real Asset Income MF | Member | None | p. 7 |
12 other assets on this report (bank accounts, real property, retirement plans, private businesses and similar) are not securities and are not listed here. They are on the filing.
Transactions
Every row on this member's periodic transaction reports filed in 2025 and 2026.
Sorted by the lower bound of the disclosed amount band, largest band first, then by transaction date, newest first. Each row links to the page of the filing it came from.
| Ticker | Asset | Owner | Type | Transaction date | Amount band | Filed |
|---|---|---|---|---|---|---|
| none | US Treas Bill Maturity 2/19/2026 GS | Member | P | August 21, 2025 | $1,000,001 - $5,000,000 | September 12, 2025 filing 20031011, p. 1 |
| none | US Treas Bills MAT 11/19/26 GS | Member | P | May 27, 2026 | $500,001 - $1,000,000 | June 17, 2026 filing 20034796, p. 1 |
| none | US Treasury Bills, due 8/20/2026 GS | Member | P | February 23, 2026 | $500,001 - $1,000,000 | March 26, 2026 filing 20034167, p. 1 |
| none | United States Treas Bills Maturity 8/21/2025 GS | Member | P | February 24, 2025 | $500,001 - $1,000,000 | April 1, 2025 filing 20028025, p. 1 |
| none | US Treas Bills Int Rate 0.000% MAT 2/18/2027 GS | Member | P | August 21, 2026 | $250,001 - $500,000 | September 1, 2026 filing 20035350, p. 1 |
| none | US Treas Bills Int Rate 0.000% MAT 8/5/2027 GS | Member | P | August 21, 2026 | $250,001 - $500,000 | September 1, 2026 filing 20035350, p. 1 |
| none | United States Treasury Bill Mat 5/21/26 GS | Member | P | February 20, 2026 | $250,001 - $500,000 | March 5, 2026 filing 20034119, p. 1 |
| none | US Treas Bill Mat 5/14/2026 GS | Member | P | November 18, 2025 | $250,001 - $500,000 | December 16, 2025 filing 20033572, p. 1 |
| none | United States Treas Bills Maturity 11/13/2025 GS | Member | P | May 19, 2025 | $250,001 - $500,000 | May 28, 2025 filing 20030416, p. 1 |
| none | U.S. Tres Bill Int. Rate 0.00% Mat 8/5/2027 GS | Member | P | August 6, 2026 | $100,001 - $250,000 | August 17, 2026 filing 20035235, p. 1 |
| none | JPMorgan Chase BK N A INSTL CTF DEP ACT/365 4.200% MAT 8/11/2027 CS | Member | P | August 5, 2026 | $100,001 - $250,000 | August 17, 2026 filing 20035235, p. 1 |
| none | US Treas Bill Mat 10/29/2026 DTD 10/30/2025 GS | Member | P | May 4, 2026 | $50,001 - $100,000 | May 20, 2026 filing 20034589, p. 1 |
| MS | Morgan Stanley Common Stock (MS) ST | Member | S (partial) | December 17, 2025 | $50,001 - $100,000 | January 14, 2026 filing 20033754, p. 1 |
| FLR | Fluor Corporation Common Stock (FLR) ST | Member | S | December 29, 2025 | $15,001 - $50,000 | January 26, 2026 filing 20033813, p. 1 |
| NOC | Northrop Grumman Corporation Common Stock (NOC) ST | Member | S (partial) | December 29, 2025 | $15,001 - $50,000 | January 26, 2026 filing 20033813, p. 1 |
| OZKAP | Bank OZK - 4.625% Series A Non- Cumulative Perpetual Preferred Stock (OZKAP) ST | Member | S (partial) | December 17, 2025 | $15,001 - $50,000 | January 14, 2026 filing 20033754, p. 1 |
| GS | Goldman Sachs Group, Inc. (GS) ST | Member | S (partial) | December 17, 2025 | $15,001 - $50,000 | January 14, 2026 filing 20033754, p. 1 |
| GS | Goldman Sachs Group, Inc. (GS) ST | Member | S (partial) | December 17, 2025 | $15,001 - $50,000 | January 14, 2026 filing 20033754, p. 1 |
| HST | Host Hotels & Resorts, Inc. - Common Stock (HST) ST | Member | S | December 11, 2024 | $15,001 - $50,000 | January 10, 2025 filing 20026548, p. 1 |
| SONY | Sony Group Corporation American Depositary Shares (SONY) ST | Member | P | December 26, 2026 | $1,001 - $15,000 | February 9, 2026 filing 20033889, p. 1 |
| none | METROPOLITAN GOVT NA DAVIDSON CNTY TENN HEALTH & ED L FACS BRD 3.750% 03/15/28 B GS | Member | S | March 16, 2026 | $1,001 - $15,000 | April 28, 2026 filing 20034368, p. 1 |
| SFGYY | SONY FINL GROUP INC U/ADR (SFGYY) ST | Member | P | December 26, 2025 | $1,001 - $15,000 | May 15, 2026 filing 20034452, p. 1 |
| RFI | Cohen & Steers Total Return Realty Fund, Inc. Common Stock (RFI) ST | Member | S | December 17, 2025 | $1,001 - $15,000 | January 14, 2026 filing 20033754, p. 1 |
| EBS | Emergent BioSolutions Inc. Common Stock (EBS) ST | Member | S | December 11, 2024 | $1,001 - $15,000 | January 10, 2025 filing 20026548, p. 1 |
Type is printed as on the filing: P purchase, S sale, S (partial) partial sale, E exchange. Owner as on the filing: Spouse (SP), Joint (JT), Dependent child (DC); blank means the member.
Filings on record
Everything the House Clerk lists for this member in the 2024–2026 indexes, newest first.
- September 1, 2026 Periodic transaction report (2026), filing 20035350 itemised above
- August 17, 2026 Periodic transaction report (2026), filing 20035235 itemised above
- June 17, 2026 Periodic transaction report (2026), filing 20034796 itemised above
- May 20, 2026 Periodic transaction report (2026), filing 20034589 itemised above
- May 15, 2026 Periodic transaction report (2026), filing 20034452 itemised above
- May 15, 2026 Annual report (FD Original) (2025), filing 10074620 itemised above
- April 28, 2026 Periodic transaction report (2026), filing 20034368 itemised above
- March 26, 2026 Periodic transaction report (2026), filing 20034167 itemised above
- March 5, 2026 Periodic transaction report (2026), filing 20034119 itemised above
- February 9, 2026 Periodic transaction report (2026), filing 20033889 itemised above
- January 26, 2026 Periodic transaction report (2026), filing 20033813 itemised above
- January 14, 2026 Periodic transaction report (2026), filing 20033754 itemised above
- December 16, 2025 Periodic transaction report (2025), filing 20033572 itemised above
- September 12, 2025 Periodic transaction report (2025), filing 20031011 itemised above
- May 28, 2025 Periodic transaction report (2025), filing 20030416 itemised above
- May 14, 2025 Annual report (FD Original) (2024), filing 10067445
- April 1, 2025 Periodic transaction report (2025), filing 20028025 itemised above
- January 10, 2025 Periodic transaction report (2025), filing 20026548 itemised above
- February 28, 2024 Periodic transaction report (2024), filing 20024540
- January 4, 2024 Periodic transaction report (2024), filing 20024188
Discussion
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