Congressional disclosures
Bill Hagerty
Latest disclosure: bought shares of Hall Ward Energy Fund II, LP, $100,001 - $250,000, on Jan 29, 2026, filed Mar 2 (32 days).
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Recent disclosures
20 of 64 on record · traded Dec 29, 2021 to Jan 29, 2026Since the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 26, 2026), not the member's result. Not investment advice.
| Asset | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Hall Ward Energy Fund II, LPSelfAs filed: Company: Hall Ward Energy Fund II, LP (Oklahoma City, OK) Description: Limited Partnership with the purpose of investing in non-operating… | Fund | Purchase | $100,001 - $250,000 | n/a | Jan 29, 2026 | Mar 2, 2026 | 32d |
| Contour Venture Partners V, LPSelfAs filed: Company: Contour Venture Partners V, LP (Princeton, NJ) Description: Limited partnership for the purpose of making early stage equity… | Other | Purchase | $250,001 - $500,000 | n/a | Jan 23, 2026 | Feb 23, 2026 | 31d |
| Aspen Insurance Holdings Ltd [Ahl/Pc]Self | Stock | Sale (Full) | $15,001 - $50,000 | n/a | Jan 2, 2025 | Jan 22, 2025 | 20d |
| EQCEquity CommonwealthSelfReal Estate | Stock | Sale (Full) | $1,001 - $15,000 | -6.5%After the saleS&P 500 -15.0% · +8.5 pts vs S&P 500Price history ends Apr 21, 2025 | Dec 13, 2024 | Dec 30, 2024 | 17d |
| CareBridgeDependent childAs filed: Company: RSV QOZB LTSS, Inc. (Nashville, TN) Description: Healthcare services technology and business. | Stock | Sale (Full) · 4 lines | $250,001 - $500,000 | n/a | Dec 10, 2024 | Dec 30, 2024 | 20d |
| Keysight Technologies BondSelfAs filed: Rate/Coupon: 4.55% Matures: 10/30/2024 | Bond | Sale (Full) | $50,001 - $100,000 | n/a | Oct 30, 2024 | Nov 25, 2024 | 26d |
| Equitrans Midstream Corp (Exchanged)SelfEnergyAs filed: Eqt Corp (Received) | Stock | Exchange | $15,001 - $50,000 | n/a | Jul 22, 2024 | Aug 11, 2025 | 385d |
| DDOGSelfTechnology | Stock | Sale (Full) | $1,001 - $15,000 | +118.2%After the saleS&P 500 +59.5% · +58.6 pts vs S&P 500 | Dec 27, 2023 | Jan 10, 2024 | 14d |
| CEQPSelfEnergyAs filed: Energy Transfer LP (Received) | Stock | Exchange | $50,001 - $100,000 | n/a | Nov 6, 2023 | Aug 13, 2024 | 281d |
| 445 Park CommonsSelfAs filed: Company: 445 Park Commons (Nashville, TN) Description: Underlying commercial real estate asset owned by NSHD MSE Block C Joint Venture… | Other | Purchase | $250,001 - $500,000 | n/a | Oct 2, 2023 | Oct 18, 2023 | 16d |
| NSHD MSE Block C Joint Venture, LLCSelfAs filed: Company: NSHD MSE Block C Joint Venture, LLC (Nashville, TN) Description: LLC interest for the purpose of investing in commercial real… | Other | Purchase | $250,001 - $500,000 | n/a | Oct 2, 2023 | Oct 18, 2023 | 16d |
| Blueknight Energy Partners L.P. - Series A PreferrSelf | Stock | Sale (Full) | $15,001 - $50,000 | n/a | Aug 19, 2022 | Sep 2, 2022 | 14d |
| HC D Hill Partners, LPDependent childAs filed: Company: HC D Hill Partners, LP (Wilmington, DE) Description: Limited Partnership for the purpose of acquiring, developing and selling… | Other | Purchase · 4 lines | $100,001 - $250,000 | n/a | Jun 15, 2022 | Jul 13, 2022 | 28d |
| LMNDSelfFinancial Services | Stock | Sale (Partial) | $1,001 - $15,000 | +111.4%After the saleS&P 500 +84.8% · +26.6 pts vs S&P 500 | May 6, 2022 | May 16, 2022 | 10d |
| CareBridgeDependent childAs filed: Company: RSV QOZB LTSS, Inc. (Nashville, TN) Description: Health care services technology business | Other | Purchase · 4 lines | $100,001 - $250,000 | n/a | Apr 22, 2022 | May 16, 2022 | 24d |
| Del Taco Restaurants, Inc. - Common StockSelf | Stock | Sale (Partial) | $15,001 - $50,000 | n/a | Mar 9, 2022 | Apr 13, 2022 | 35d |
| Liberty Partners, LLCDependent childAs filed: Company: Liberty Partners, LLC (Nashville, TN) Description: LLC for the purpose of holding sports and entertainment interests | Other | Purchase · 4 lines | $1,000,001 - $5,000,000 | n/a | Feb 28, 2022 | Mar 29, 2022 | 29d |
| Nashville Soccer Holdings, LLCDependent childAs filed: Company: Nashville Soccer Holdings, LLC (Nashville, TN) Description: Holds sports and entertainment interests. | Other | Purchase · 4 lines | $1,000,001 - $5,000,000 | n/a | Feb 28, 2022 | Mar 29, 2022 | 29d |
| CCEPSelfConsumer Defensive | Stock | Sale (Full) | $50,001 - $100,000 | +97.4%After the saleS&P 500 +59.1% · +38.2 pts vs S&P 500 | Dec 29, 2021 | Jan 10, 2022 | 12d |
| NSSelfEnergy | Stock | Sale (Full) | $50,001 - $100,000 | +45.9%After the saleS&P 500 +5.7% · +40.2 pts vs S&P 500Price history ends May 2, 2024 | Dec 29, 2021 | Jan 10, 2022 | 12d |
No disclosures of that kind among the 20 rows shown.
Showing the 20 most recent disclosures. Lines for the same asset, day, band and action are shown once and marked with the number of lines. All of Bill Hagerty's trades in the browser, every line of every report.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
Under each figure: the S&P 500 over the same window, and the gap between the stock and the index in percentage points. A disclosure carries a band, not a fill. After a sale the stock's move keeps its sign, so a positive number means the stock kept rising after the sale. An option row carries the underlying stock's move, not the option's value. Where a ticker stopped trading the row says when its price history ends; where the company trades on under a new ticker the figure is priced under that one. Estimates; n/a where we hold no figure for the row.
Estimated portfolio
64 holdings · $5,000,001 - $25,000,000 in total · estimate, as of Oct 25, 2026| Holding | Estimated value | Share of portfolio |
|---|---|---|
| SPY | $1,000,001 - $5,000,000 | |
| ET | $1,000,001 - $5,000,000 | |
| EPD | $500,001 - $1,000,000 | |
| ANET | $500,001 - $1,000,000 | |
| RNR | $500,001 - $1,000,000 | |
| VONV | $500,001 - $1,000,000 | |
| RHP | $250,001 - $500,000 | |
| POCT | $250,001 - $500,000 | |
| NTRA | $250,001 - $500,000 | |
| WES | $250,001 - $500,000 |
The 10 largest of 64 estimated holdings. Every figure is an estimate built from the ranges on the member's financial disclosure reports, marked by the price movement of each stock since the filing; the share is of the whole estimated portfolio, small positions included. These are the stock and fund positions the model prices; the net worth estimate above also counts other disclosed assets and subtracts liabilities.
Year by year
buy volume against sale and exchange volume · range midpoints- 2026
- 2025
- 2024
- 2023
- 2022
- 2021
Disclosed volume per year the member traded, 2021 to 2026. A filing gives a range, not an amount, so each bar sums the midpoints of the ranges disclosed that year: a $1,001 to $15,000 line counts as $8,000. The sale side also counts exchanges, including shares received in a spin-off or merger.
Where the disclosed portfolio sits
share of the estimated portfolioThe named sectors cover 82% of the estimated portfolio, and 6.2% has no sector on record. The rest is other sectors.
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Questions
How many stock trades has Bill Hagerty disclosed?
Bill Hagerty has disclosed 64 transactions under the STOCK Act. This page lists the 20 most recent, covering Dec 29, 2021 to Jan 29, 2026.
How long does Bill Hagerty take to report a trade?
For trades made from Jan 2021 to Jan 2026, the median gap between a trade and its disclosure is 19 days. The STOCK Act allows up to 45.
Which accounts do Bill Hagerty's disclosures name?
Of the 20 disclosures shown, 15 name the member's own account and 5 a dependent child's account. The account is whatever the filer wrote on the disclosure; a spouse's or a joint account is disclosed under the member's name, as the STOCK Act requires.
Where does the estimated net worth on this page come from?
A model's estimate, not a figure the member filed. Reports give every asset and debt as a range, so the model takes a value inside each range, subtracts debts and prices the stocks it tracks at the latest close we hold. We round it because the top range has no upper limit. It covers only what the reports carry and is not a measure of anyone's wealth. The methodology page sets out how it is built and what it leaves out.
How have the stocks moved since Bill Hagerty's trades?
Across the 3 priced rows shown, the median stock move from the trade date to the latest close we hold (figures as of Oct 26, 2026) is +111.4%. 2 rows whose price history ends earlier are left out of it. That figure is an estimate describing the stock after each trade, not the member's result: a disclosure carries a band, not a fill, a sale keeps the same sign, and an option row carries the underlying stock's move. 15 of the rows shown have no figure in our data.
How to read a STOCK Act filing
WHAT THE FILING ACTUALLY SAYS
A disclosure is a record of a transaction, not evidence of anything else, and nothing here is investment advice. Sourcing and the limits of this data are on the methodology page. How these reports work is explained in our guide to STOCK Act reports.
Data as of Oct 26, 2026.