David Rouzer
U.S. Representative, North Carolina district 7 (NC07)
Latest disclosure August 6, 2026: Annual report (FD Original) for 2025, filing 10081433.
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 10081433.
As of August 6, 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 | Charles Schwab & Company Inc. ⇒ T Rowe Price Blue Chip Growth Inc. MF | Member | $100,001 - $250,000 | p. 3 |
| none | Charles Schwab & Company Inc. ⇒ DODGE & COX STOCK MF | Member | $50,001 - $100,000 | p. 1 |
| VIMCX | Charles Schwab & Company Inc. ⇒ Virtus KAR Mid-Cap Core Fund I (VIMCX) MF | Member | $50,001 - $100,000 | p. 3 |
| none | Charles Schwab & Company Inc. ⇒ Eaton Vance Short Duration Strategic Income Fund MF | Member | $15,001 - $50,000 | p. 1 |
| none | Charles Schwab & Company Inc. ⇒ Eaton Vance Tax-Managed Global Diversified Equity Income Fund MF | Member | $15,001 - $50,000 | p. 1 |
| none | Charles Schwab & Company Inc. ⇒ FIRST EAGLE GLOBAL CLASS I MF | Member | $15,001 - $50,000 | p. 1 |
| FXH | Charles Schwab & Company Inc. ⇒ First Trust Health Care AlphaDEX (FXH) EF | Member | $15,001 - $50,000 | p. 2 |
| LMBS | Charles Schwab & Company Inc. ⇒ First Trust Low Duration Opportunities ETF (LMBS) EF | Member | $15,001 - $50,000 | p. 2 |
| none | Charles Schwab & Company Inc. ⇒ First Trust Value Line Dividend Index Fund MF | Member | $15,001 - $50,000 | p. 2 |
| none | Charles Schwab & Company Inc. ⇒ ISHARES CORE HIGH DIVIDEND EF | Member | $15,001 - $50,000 | p. 2 |
| none | Charles Schwab & Company Inc. ⇒ ISHARES TRUST CORE DIVID GWTH MF | Member | $15,001 - $50,000 | p. 2 |
| none | Charles Schwab & Company Inc. ⇒ MFS INTERNATIONAL DIVERSIFICATION CLASS I MF | Member | $15,001 - $50,000 | p. 2 |
| COWZ | Charles Schwab & Company Inc. ⇒ Pacer US Cash Cows 100 ETF (COWZ) EF | Member | $15,001 - $50,000 | p. 2 |
| GLD | Charles Schwab & Company Inc. ⇒ SPDR Gold Trust (GLD) EF | Member | $15,001 - $50,000 | p. 3 |
| XLK | Charles Schwab & Company Inc. ⇒ SPDR Select Sector Fund - Technology (XLK) EF | Member | $15,001 - $50,000 | p. 3 |
| PRWCX | Charles Schwab & Company Inc. ⇒ T. Rowe Price Capital Appreciation Fund (PRWCX) MF | Member | $15,001 - $50,000 | p. 3 |
| AMD | Interactive Brokers LLC ⇒ Advanced Micro Devices, Inc. (AMD) ST | Member | $15,001 - $50,000 | p. 3 |
| NVDA | Interactive Brokers LLC ⇒ NVIDIA Corporation (NVDA) ST | Member | $15,001 - $50,000 | p. 4 |
| TFGYX | Charles Schwab & Company Inc. ⇒ American Beacon TwentyFour Strategic Income Fund - Y Class (TFGYX) MF | Member | $1,001 - $15,000 | p. 1 |
| MBXIX | Charles Schwab & Company Inc. ⇒ Catalyst/Millburn Hedge Strategy Fund Class I (MBXIX) MF | Member | $1,001 - $15,000 | p. 1 |
| none | Charles Schwab & Company Inc. ⇒ First Tr Morningstar Dividend Leaders Index Fund MF | Member | $1,001 - $15,000 | p. 2 |
| none | Charles Schwab & Company Inc. ⇒ ISHARES RUSSELL 1000 INDEX FUND MF | Member | $1,001 - $15,000 | p. 2 |
| IHI | Charles Schwab & Company Inc. ⇒ iShares U.S. Medical Devices ETF (IHI) EF | Member | $1,001 - $15,000 | p. 2 |
| XLF | Charles Schwab & Company Inc. ⇒ SPDR Select Sector Fund - Financial (XLF) EF | Member | $1,001 - $15,000 | p. 3 |
| BRK.B | Interactive Brokers LLC ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) ST | Member | $1,001 - $15,000 | p. 3 |
| MA | Interactive Brokers LLC ⇒ Mastercard Incorporated (MA) ST | Member | $1,001 - $15,000 | p. 4 |
| RTX | Interactive Brokers LLC ⇒ RTX Corporation Common Stock (RTX) ST | Member | $1,001 - $15,000 | p. 4 |
| GLD | Interactive Brokers LLC ⇒ SPDR Gold Trust (GLD) EF | Member | $1,001 - $15,000 | p. 4 |
| XLK | Interactive Brokers LLC ⇒ SPDR Select Sector Fund - Technology (XLK) EF | Member | $1,001 - $15,000 | p. 4 |
| V | Interactive Brokers LLC ⇒ Visa Inc. (V) ST | Member | $1,001 - $15,000 | p. 4 |
| VZ | Interactive Brokers LLC ⇒ Verizon Communications Inc. (VZ) ST | Member | $1 - $1,000 | p. 4 |
| none | Charles Schwab & Company Inc. ⇒ Grant Park Multi Alternative Strategies Fund MF | Member | None | p. 2 |
| CALF | Charles Schwab & Company Inc. ⇒ Pacer US Small Cap Cash Cows 100 ETF (CALF) EF | Member | None | p. 2 |
| none | Charles Schwab & Company Inc. ⇒ PIMCO INC CL 12 MF | Member | None | p. 2 |
| none | Charles Schwab & Company Inc. ⇒ PIMCO TOTAL RETURN FUND CL 12 MF | Member | None | p. 2 |
| XLE | Charles Schwab & Company Inc. ⇒ SPDR Select Sector Fund - Energy Select Sector (XLE) EF | Member | None | p. 3 |
| XES | Charles Schwab & Company Inc. ⇒ SPDR Series Trust SPDR S&P Oil & Gas Equipment & Services ETF (XES) EF | Member | None | p. 3 |
| none | Charles Schwab & Company Inc. ⇒ VANGUARD SMALL CAP STOCK INDEX ADMIRAL MF | Member | None | p. 3 |
| BA | Interactive Brokers LLC ⇒ Boeing Company (BA) ST | Member | None | p. 3 |
| none | Interactive Brokers LLC ⇒ US GLOBAL JETS ETF EF | Member | None | p. 4 |
4 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.
1 row(s) on this report give no value band (for example “Undetermined”) and are left out.
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 |
|---|---|---|---|---|---|---|
| BA | Boeing Company (BA) ST | Member | S | December 9, 2025 | $1,001 - $15,000 | January 7, 2026 filing 20033758, p. 1 |
| BA | Boeing Company (BA) ST | Member | S | December 9, 2025 | $1,001 - $15,000 | January 7, 2026 filing 20033759, 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.
- August 6, 2026 Annual report (FD Original) (2025), filing 10081433 itemised above
- June 8, 2026 Extension request (2025), filing 9116074
- January 7, 2026 Periodic transaction report (2026), filing 20033759 itemised above
- January 7, 2026 Periodic transaction report (2026), filing 20033758 itemised above
- August 1, 2025 Annual report (FD Original) (2024), filing 10068240
- June 18, 2025 Extension request (2024), filing 8221154
- May 13, 2025 Extension request (2024), filing 30023495
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