Congressional disclosures
Bill Hagerty
Recent disclosures
20 of 64 on record · Dec 28, 2021 to Jan 29, 2026| Asset | Type | Action | Amount disclosed | 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 inv… | Other | Purchase | $250,001 - $500,000 | n/a | Jan 23, 2026 | Feb 23, 2026 | 31d |
| AHL.CAspen 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%S&P -15.0% · vs S&P 500 +8.5% | 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 filings | $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 |
| ETRNEquitrans Midstream Corp (Exchanged)SelfFiled lateEnergyAs 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 | +82.3%S&P +60.1% · vs S&P 500 +22.2% | Dec 27, 2023 | Jan 10, 2024 | 14d |
| CEQPSelfFiled lateEnergyAs filed: Energy Transfer LP (Received) | Stock | Exchange | $50,001 - $100,000 | n/a | Nov 6, 2023 | Aug 13, 2024 | 281d |
| 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 es… | Other | Purchase | $250,001 - $500,000 | n/a | Oct 2, 2023 | Oct 18, 2023 | 16d |
| 445 Park CommonsSelfAs filed: Company: 445 Park Commons (Nashville, TN) Description: Underlying commercial real estate asset owned by NSHD MSE Block C Joint Venture, L… | Other | Purchase | $250,001 - $500,000 | n/a | Oct 2, 2023 | Oct 18, 2023 | 16d |
| BKEPPBlueknight 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 co… | Other | Purchase · 4 filings | $100,001 - $250,000 | n/a | Jun 15, 2022 | Jul 13, 2022 | 28d |
| LMNDLemonade, Inc. Common StockSelfFinancial Services | Stock | Sale (Partial) | $1,001 - $15,000 | +131.6%S&P +85.4% · vs S&P 500 +46.3% | 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 filings | $100,001 - $250,000 | n/a | Apr 22, 2022 | May 16, 2022 | 24d |
| TACODel Taco Restaurants, Inc. - Common StockSelfFinancial Services | Stock | Sale (Partial) | $15,001 - $50,000 | +1.8%S&P +78.4% · vs S&P 500 -76.6% | Mar 9, 2022 | Apr 13, 2022 | 35d |
| Nashville Soccer Holdings, LLCDependent childAs filed: Company: Nashville Soccer Holdings, LLC (Nashville, TN) Description: Holds sports and entertainment interests. | Other | Purchase · 4 filings | $1,000,001 - $5,000,000 | n/a | Feb 28, 2022 | Mar 29, 2022 | 29d |
| 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 filings | $1,000,001 - $5,000,000 | n/a | Feb 28, 2022 | Mar 29, 2022 | 29d |
| CCEPSelfConsumer Defensive | Stock | Sale (Full) | $50,001 - $100,000 | +84.9%S&P +59.7% · vs S&P 500 +25.2% | Dec 29, 2021 | Jan 10, 2022 | 12d |
| NSSelfEnergy | Stock | Sale (Full) | $50,001 - $100,000 | +45.9%S&P +5.7% · vs S&P 500 +40.2% | Dec 29, 2021 | Jan 10, 2022 | 12d |
No disclosures of that kind among the 20 rows shown.
Showing the 20 most recent disclosures. One row is one disclosure: a member filing for more than one account on the same day, in the same band, is counted once and marked.
Since the trade: the stock's move from the trade date to the latest close we hold, as of Sep 10, 2026, with the S&P 500 over the same window and the difference against it. The numbers describe the stock after the trade, not the member's result: a disclosure carries a band, not a fill, and a sale keeps the same sign, so a positive number after a sale means the stock kept rising. An option row carries the underlying stock's move. Estimates; n/a on assets with no market price. Not investment advice.
Estimated portfolio
64 holdings · $5,000,001 - $25,000,000 in total · estimate, as of Sep 10, 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 | |
| WES | $250,001 - $500,000 | |
| POCT | $250,001 - $500,000 | |
| RHP | $250,001 - $500,000 | |
| SO | $250,001 - $500,000 |
The 10 largest of 64 estimated holdings. Every figure is an estimate built from the disclosed ranges, marked by the price movement of each stock since the filing; the share is of the whole estimated portfolio, small positions included.
Year by year
buy volume against sale volume · range midpointsDisclosed 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.
Where the disclosed portfolio sits
by weightThe named sectors cover 71% of the disclosed portfolio. The remainder is holdings the filings do not classify, such as funds, notes and cash equivalents.
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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 28, 2021 to Jan 29, 2026.
How long does Bill Hagerty take to report a trade?
Across the disclosures shown here the median gap between the transaction and its publication is 24 days. The STOCK Act allows up to 45, so a delay inside that window is lawful.
Which stocks does Bill Hagerty trade most?
In the disclosures shown here the most frequent tickers are AHL.C, BKEP, BKEPP, CCEP, CEQP.
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?
It is an estimate produced by a model, not a figure the member disclosed. Congressional financial disclosure reports every asset and liability in a band rather than an amount, so the model takes a value within each band and nets the liabilities, and it carries the stock holdings it tracks at the latest price we hold, which is why the estimate can move on a day when nothing was filed. It is shown to two figures because the largest band is open ended and a third would be arithmetic rather than information. It covers only what the disclosures carry, and it is not a measurement 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 6 priced rows shown, the median stock move from the trade date to the latest close we hold (Sep 10, 2026) is +64.1%. 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. 14 of the rows shown have no market price.
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.
Data as of Sep 10, 2026.