Robert J. Wittman
U.S. Representative, Virginia district 1 (VA01)
Latest disclosure August 12, 2026: Annual report (FD Original) for 2025, filing 10077609.
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 10077609.
As of August 12, 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 |
|---|---|---|---|---|
| AAPL | Morgan Stanley (JT) ⇒ Apple Inc. - Common Stock (AAPL) ST | Member | $50,001 - $100,000 | p. 2 |
| CFFI | C&F Financial Corporation - Common Stock (CFFI) ST | Spouse | $15,001 - $50,000 | p. 1 |
| AMZN | Morgan Stanley (JT) ⇒ Amazon.com, Inc. - Common Stock (AMZN) ST | Member | $15,001 - $50,000 | p. 2 |
| COST | Morgan Stanley (JT) ⇒ Costco Wholesale Corporation - Common Stock (COST) ST | Member | $15,001 - $50,000 | p. 3 |
| ELV | Morgan Stanley (JT) ⇒ Elevance Health, Inc. Common Stock (ELV) ST | Member | $15,001 - $50,000 | p. 3 |
| SGIIX | Morgan Stanley (JT) ⇒ First Eagle Global Fund Class I (SGIIX) MF | Member | $15,001 - $50,000 | p. 3 |
| FBT | Morgan Stanley (JT) ⇒ First Trust Amex Biotech Index Fund (FBT) EF | Member | $15,001 - $50,000 | p. 3 |
| FPEIX | Morgan Stanley (JT) ⇒ First Trust Preferred Securities and Income Fund Class I (FPEIX) MF | Member | $15,001 - $50,000 | p. 3 |
| HLMIX | Morgan Stanley (JT) ⇒ Harding Loevner Fund, Inc. International Eq Pt (HLMIX) MF | Member | $15,001 - $50,000 | p. 3 |
| USMV | Morgan Stanley (JT) ⇒ iShares MSCI USA Min Vol Factor ETF (USMV) EF | Member | $15,001 - $50,000 | p. 4 |
| LLDYX | Morgan Stanley (JT) ⇒ Lord Abbett Inv Tr. Short Duration Income Fd Cl I (LLDYX) MF | Member | $15,001 - $50,000 | p. 4 |
| MAR | Morgan Stanley (JT) ⇒ Marriott International - Class A Common Stock (MAR) ST | Member | $15,001 - $50,000 | p. 4 |
| MSFT | Morgan Stanley (JT) ⇒ Microsoft Corporation - Common Stock (MSFT) ST | Member | $15,001 - $50,000 | p. 4 |
| NWKDX | Morgan Stanley (JT) ⇒ Nationwide Geneva Small Cap Growth Fund Institutional Service Class (NWKDX) MF | Member | $15,001 - $50,000 | p. 4 |
| NINLX | Morgan Stanley (JT) ⇒ Neuberger Berman Intrinsic Value Insti (NINLX) MF | Member | $15,001 - $50,000 | p. 5 |
| MMHIX | Morgan Stanley (JT) ⇒ NYLI MacKay High Yield Muni Bond Fund Class I (MMHIX) MF | Member | $15,001 - $50,000 | p. 5 |
| PCBIX | Morgan Stanley (JT) ⇒ Principal Fds, Inc. MidCap Fd Institutional Cl (PCBIX) MF | Member | $15,001 - $50,000 | p. 5 |
| RGLD | Morgan Stanley (JT) ⇒ Royal Gold, Inc. - Common Stock (RGLD) ST | Member | $15,001 - $50,000 | p. 5 |
| SCHD | Morgan Stanley (JT) ⇒ Schwab US Dividend Equity ETF (SCHD) EF | Member | $15,001 - $50,000 | p. 5 |
| SPY | Morgan Stanley (JT) ⇒ State Street SPDR S&P 500 ETF Trust (SPY) EF | Member | $15,001 - $50,000 | p. 5 |
| HIG | Morgan Stanley (JT) ⇒ The Hartford Insurance Group, Inc. Common Stock (HIG) ST | Member | $15,001 - $50,000 | p. 6 |
| V | Morgan Stanley (JT) ⇒ Visa Inc. (V) ST | Member | $15,001 - $50,000 | p. 6 |
| XYL | Morgan Stanley (JT) ⇒ Xylem Inc. Common Stock New (XYL) ST | Member | $15,001 - $50,000 | p. 6 |
| LLDYX | Morgan Stanley INH IRA ⇒ Lord Abbett Inv Tr. Short Duration Income Fd Cl I (LLDYX) MF | Member | $15,001 - $50,000 | p. 7 |
| PONPX | Morgan Stanley INH IRA ⇒ PIMCO Income Fund Class I-2 (PONPX) MF | Member | $15,001 - $50,000 | p. 7 |
| XLC | Morgan Stanley INH IRA ⇒ State Street Communication Services Select Sector SPDR ETF (XLC) EF | Member | $15,001 - $50,000 | p. 7 |
| XLP | Morgan Stanley INH IRA ⇒ State Street Consumer Staples Select Sector SPDR ETF (XLP) EF | Member | $15,001 - $50,000 | p. 8 |
| XLF | Morgan Stanley INH IRA ⇒ State Street Financial Select Sector SPDR ETF (XLF) EF | Member | $15,001 - $50,000 | p. 8 |
| XLV | Morgan Stanley INH IRA ⇒ State Street Health Care Select Sector SPDR ETF (XLV) EF | Member | $15,001 - $50,000 | p. 8 |
| XLK | Morgan Stanley INH IRA ⇒ State Street Technology Select Sector SPDR ETF (XLK) EF | Member | $15,001 - $50,000 | p. 8 |
| BRBS | Blue Ridge Bankshares, Inc. Common Stock (BRBS) ST | Member | $1,001 - $15,000 | p. 1 |
| ABT | Morgan Stanley (JT) ⇒ Abbott Laboratories Common Stock (ABT) ST | Member | $1,001 - $15,000 | p. 2 |
| ABBV | Morgan Stanley (JT) ⇒ AbbVie Inc. Common Stock (ABBV) ST | Member | $1,001 - $15,000 | p. 2 |
| ACN | Morgan Stanley (JT) ⇒ Accenture plc Class A Ordinary Shares (ACN) ST | Member | $1,001 - $15,000 | p. 2 |
| AXP | Morgan Stanley (JT) ⇒ American Express Company Common Stock (AXP) ST | Member | $1,001 - $15,000 | p. 2 |
| AMT | Morgan Stanley (JT) ⇒ American Tower Corporation (AMT) ST | Member | $1,001 - $15,000 | p. 2 |
| AVGO | Morgan Stanley (JT) ⇒ Broadcom Inc. - Common Stock (AVGO) ST | Member | $1,001 - $15,000 | p. 2 |
| SCHW | Morgan Stanley (JT) ⇒ Charles Schwab Corporation (SCHW) ST | Member | $1,001 - $15,000 | p. 3 |
| CVX | Morgan Stanley (JT) ⇒ Chevron Corporation Common Stock (CVX) ST | Member | $1,001 - $15,000 | p. 3 |
| CMCSA | Morgan Stanley (JT) ⇒ Comcast Corporation - Class A Common Stock (CMCSA) ST | Member | $1,001 - $15,000 | p. 3 |
| CCI | Morgan Stanley (JT) ⇒ Crown Castle Inc. Common Stock (CCI) ST | Member | $1,001 - $15,000 | p. 3 |
| D | Morgan Stanley (JT) ⇒ Dominion Energy, Inc. Common Stock (D) ST | Member | $1,001 - $15,000 | p. 3 |
| XOM | Morgan Stanley (JT) ⇒ ExxonMobil Holdings Corporation Common Stock (XOM) ST | Member | $1,001 - $15,000 | p. 3 |
| HD | Morgan Stanley (JT) ⇒ Home Depot, Inc. (HD) ST | Member | $1,001 - $15,000 | p. 3 |
| ITT | Morgan Stanley (JT) ⇒ ITT Inc. Common Stock (ITT) ST | Member | $1,001 - $15,000 | p. 4 |
| JPM | Morgan Stanley (JT) ⇒ JP Morgan Chase & Co. Common Stock (JPM) ST | Member | $1,001 - $15,000 | p. 4 |
| LIN | Morgan Stanley (JT) ⇒ Linde plc - Ordinary Shares (LIN) ST | Member | $1,001 - $15,000 | p. 4 |
| LOW | Morgan Stanley (JT) ⇒ Lowe's Companies, Inc. Common Stock (LOW) ST | Member | $1,001 - $15,000 | p. 4 |
| MMC | Morgan Stanley (JT) ⇒ Marsh & McLennan Companies, Inc. Common Stock (MMC) ST | Member | $1,001 - $15,000 | p. 4 |
| MA | Morgan Stanley (JT) ⇒ Mastercard Incorporated Common Stock (MA) ST | Member | $1,001 - $15,000 | p. 4 |
| MCD | Morgan Stanley (JT) ⇒ McDonald's Corporation Common Stock (MCD) ST | Member | $1,001 - $15,000 | p. 4 |
| MDLZ | Morgan Stanley (JT) ⇒ Mondelez International, Inc. - Class A Common Stock (MDLZ) ST | Member | $1,001 - $15,000 | p. 4 |
| MSI | Morgan Stanley (JT) ⇒ Motorola Solutions, Inc. Common Stock (MSI) ST | Member | $1,001 - $15,000 | p. 4 |
| NEE | Morgan Stanley (JT) ⇒ NextEra Energy, Inc. Common Stock (NEE) ST | Member | $1,001 - $15,000 | p. 5 |
| PKG | Morgan Stanley (JT) ⇒ Packaging Corporation of America Common Stock (PKG) ST | Member | $1,001 - $15,000 | p. 5 |
| PEP | Morgan Stanley (JT) ⇒ Pepsico, Inc. (PEP) ST | Member | $1,001 - $15,000 | p. 5 |
| PDM | Morgan Stanley (JT) ⇒ Piedmont Realty Trust, Inc. Class A Common Stock (PDM) ST | Member | $1,001 - $15,000 | p. 5 |
| PG | Morgan Stanley (JT) ⇒ Procter & Gamble Company (PG) ST | Member | $1,001 - $15,000 | p. 5 |
| PLD | Morgan Stanley (JT) ⇒ Prologis, Inc. Common Stock (PLD) ST | Member | $1,001 - $15,000 | p. 5 |
| SPGI | Morgan Stanley (JT) ⇒ S&P Global Inc. Common Stock (SPGI) ST | Member | $1,001 - $15,000 | p. 5 |
| TXN | Morgan Stanley (JT) ⇒ Texas Instruments Incorporated - Common Stock (TXN) ST | Member | $1,001 - $15,000 | p. 6 |
| TJX | Morgan Stanley (JT) ⇒ TJX Companies, Inc. (TJX) ST | Member | $1,001 - $15,000 | p. 6 |
| TT | Morgan Stanley (JT) ⇒ Trane Technologies plc (TT) ST | Member | $1,001 - $15,000 | p. 6 |
| UNP | Morgan Stanley (JT) ⇒ Union Pacific Corporation Common Stock (UNP) ST | Member | $1,001 - $15,000 | p. 6 |
| UNH | Morgan Stanley (JT) ⇒ UnitedHealth Group Incorporated Common Stock (UNH) ST | Member | $1,001 - $15,000 | p. 6 |
| VZ | Morgan Stanley (JT) ⇒ Verizon Communications Inc. Common Stock (VZ) ST | Member | $1,001 - $15,000 | p. 6 |
| WMT | Morgan Stanley (JT) ⇒ Walmart Inc. Common Stock (WMT) ST | Member | $1,001 - $15,000 | p. 6 |
| WEC | Morgan Stanley (JT) ⇒ WEC Energy Group, Inc. Common Stock (WEC) ST | Member | $1,001 - $15,000 | p. 6 |
| ZTS | Morgan Stanley (JT) ⇒ Zoetis Inc. Class A Common Stock (ZTS) ST | Member | $1,001 - $15,000 | p. 6 |
| AAPL | Morgan Stanley INH IRA ⇒ Apple Inc. - Common Stock (AAPL) ST | Spouse | $1,001 - $15,000 | p. 6 |
| RDVY | Morgan Stanley INH IRA ⇒ First Trust Rising Dividend Achievers ETF (RDVY) EF | Spouse | $1,001 - $15,000 | p. 7 |
| IBB | Morgan Stanley INH IRA ⇒ iShares Biotechnology ETF (IBB) EF | Member | $1,001 - $15,000 | p. 7 |
| IGM | Morgan Stanley INH IRA ⇒ iShares Expanded Tech Sector ETF (IGM) EF | Member | $1,001 - $15,000 | p. 7 |
| JFNIX | Morgan Stanley INH IRA ⇒ Janus Henderson Global Life Sciences Fund - I Shares (JFNIX) MF | Spouse | $1,001 - $15,000 | p. 7 |
| MSFT | Morgan Stanley INH IRA ⇒ Microsoft Corporation - Common Stock (MSFT) ST | Spouse | $1,001 - $15,000 | p. 7 |
| PRJZX | Morgan Stanley INH IRA ⇒ PGIM Jennison Global Opportunities Fund Class Z (PRJZX) MF | Spouse | $1,001 - $15,000 | p. 7 |
| PULS | Morgan Stanley INH IRA ⇒ PGIM Ultra Short Bond ETF (PULS) EF | Spouse | $1,001 - $15,000 | p. 7 |
| PONPX | Morgan Stanley INH IRA ⇒ PIMCO Income Fund Class I-2 (PONPX) MF | Spouse | $1,001 - $15,000 | p. 7 |
| PCBIX | Morgan Stanley INH IRA ⇒ Principal Fds, Inc. MidCap Fd Institutional Cl (PCBIX) MF | Spouse | $1,001 - $15,000 | p. 7 |
| XLY | Morgan Stanley INH IRA ⇒ State Street Consumer Discretionary Select Sector SPDR ETF (XLY) EF | Member | $1,001 - $15,000 | p. 7 |
| XLU | Morgan Stanley INH IRA ⇒ State Street Utilities Select Sector SPDR ETF (XLU) EF | Member | $1,001 - $15,000 | p. 8 |
| TRBCX | Morgan Stanley INH IRA ⇒ T. Rowe Price Blue Chip Growth Fund, Inc. (TRBCX) MF | Spouse | $1,001 - $15,000 | p. 8 |
| VOO | Morgan Stanley INH IRA ⇒ Vanguard S&P 500 ETF (VOO) EF | Spouse | $1,001 - $15,000 | p. 8 |
| VB | Morgan Stanley INH IRA ⇒ Vanguard Small-Cap ETF (VB) EF | Spouse | $1,001 - $15,000 | p. 8 |
| IHDG | Morgan Stanley INH IRA ⇒ WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) EF | Spouse | $1,001 - $15,000 | p. 8 |
| RSPT | Morgan Stanley IRA ⇒ Invesco S&P 500 Equal Weight Technology ETF (RSPT) EF | Spouse | $1,001 - $15,000 | p. 8 |
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 |
|---|---|---|---|---|---|---|
| CCI | Crown Castle Inc. Common Stock (CCI) ST | Member | S | June 30, 2026 | $1,001 - $15,000 | July 10, 2026 filing 20034916, 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 12, 2026 Annual report (FD Original) (2025), filing 10077609 itemised above
- July 10, 2026 Periodic transaction report (2026), filing 20034916 itemised above
- May 12, 2026 Extension request (2025), filing 30027637
- August 13, 2025 Annual report (FD Original) (2024), filing 10066849
- April 28, 2025 Extension request (2024), filing 30022879
Discussion
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