Republican U.S. senator from Tennessee
Updated Mar 2, 2026 · Members have up to 45 days to report a trade, so the newest transactions may not be filed yet. · Congressional trading statistics
This is a record of what Bill Hagerty has filed, not a portfolio: amounts are disclosed as brackets rather than exact figures, and many of these trades are made by advisers or in managed accounts. Nothing here is investment advice.
Congressional filings report a single stream of transactions. These are the asset classes it actually contains, which is what decides whether a performance figure can be computed at all.
| Asset class | Transactions | Share of record | Priced here |
|---|---|---|---|
| Stocks and ETFs | 28 | 57% | Yes |
| Corporate bonds and notes | 2 | 4% | No |
| Options, futures and other | 19 | 39% | No |
Only listed stocks and ETFs can be priced against an index. Bonds, municipal securities and structured notes are excluded from every return figure on this page.
Ranked by how many separate transactions name the security, across the whole record. Only holdings that carry a ticker in the filings appear here.
| Security | Trades | Buys / sells | Largest bracket | Last traded |
|---|---|---|---|---|
| DDOG Datadog, Inc. - Class A Comm | 3 | 0 buy 3 sell | up to $5,000,000 | Dec 27, 2023 |
| VRM Vroom, Inc. - Common Stock | 3 | 2 buy 1 sell | up to $15,000 | Dec 16, 2021 |
| RNR RenaissanceRe Holdings Ltd. | 2 | 0 buy 2 sell | up to $500,000 | Dec 28, 2021 |
| RHP Ryman Hospitality Properties | 2 | 0 buy 2 sell | up to $250,000 | Dec 23, 2021 |
| CTAA Qwest Corporation 7% Notes d | 2 | 0 buy 2 sell | up to $100,000 | Dec 1, 2021 |
| LMND Lemonade, Inc. Common Stock | 2 | 0 buy 2 sell | up to $15,000 | May 6, 2022 |
| PNFP Pinnacle Financial Partners, | 1 | 0 buy 1 sell | up to $250,000 | Dec 29, 2021 |
| CCEP Coca-Cola Europacific Partne | 1 | 0 buy 1 sell | up to $100,000 | Dec 29, 2021 |
| NS Nustar Energy L.P. Common U | 1 | 0 buy 1 sell | up to $100,000 | Dec 29, 2021 |
| AHL-C Aspen Insurance Holdings Ltd | 1 | 0 buy 1 sell | up to $50,000 | Jan 2, 2025 |
| BKEPP Blueknight Energy Partners L | 1 | 0 buy 1 sell | up to $50,000 | Aug 19, 2022 |
| TACO Del Taco Restaurants, Inc. - | 1 | 0 buy 1 sell | up to $50,000 | Mar 9, 2022 |
All 49 disclosed transactions, newest first.
| Security | Type | Action | Disclosed amount | Held by | Traded | Disclosed | Filing |
|---|---|---|---|---|---|---|---|
| Hall Ward Energy Fund II, LP | Other | ▲ Purchase | $100,001 - $250,000 | Self | Jan 29, 2026 | Mar 2, 2026 | Filing ↗ |
| Contour Venture Partners V, LP | Other | ▲ Purchase | $250,001 - $500,000 | Self | Jan 23, 2026 | Feb 23, 2026 | Filing ↗ |
| AHL-C Asset sold by Roundstone Ventures LLC | Stock/ETF | ▼ Sale (Full) | $15,001 - $50,000 | Self | Jan 2, 2025 | Jan 22, 2025 | Filing ↗ |
| EQC Asset sold by Roundstone Ventures LLC. | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Self | Dec 13, 2024 | Dec 30, 2024 | Filing ↗ |
| CareBridge
Asset sold by DC 4. | Stock/ETF | ▼ Sale (Full) | $250,001 - $500,000 | Child | Dec 10, 2024 | Dec 30, 2024 | Filing ↗ |
| Keysight Technologies Bond
Bond Matured 10/30/2024.
Asset held in Roundstone Ventures LLC | Corp bond | ▼ Sale (Full) | $50,001 - $100,000 | Self | Oct 30, 2024 | Nov 25, 2024 | Filing ↗ |
| Equitrans Midstream Corp (Exchanged)
While no immediate PTR required, provided to clearly denote basis for the renamed asset on the 2024 annual report that was previously named ETRN. | Stock/ETF | Exchange | $15,001 - $50,000 | Self | Jul 22, 2024 | Aug 11, 2025 | Filing ↗ |
| DDOG Asset held by Roundstone Ventures LLC. | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Self | Dec 27, 2023 | Jan 10, 2024 | Filing ↗ |
| Crestwood Equity Partners LP (Exchanged) While no immediate PTR required, provided to clearly denote basis for the renamed asset on the 2023 annual report that was previously named CEQP. | Other | Exchange | $50,001 - $100,000 | Self | Nov 6, 2023 | Aug 13, 2024 | Filing ↗ |
| 445 Park Commons | Other | ▲ Purchase | $250,001 - $500,000 | Self | Oct 2, 2023 | Oct 18, 2023 | Filing ↗ |
| NSHD MSE Block C Joint Venture, LLC
Asset held by Roundstone Ventures, LLC. | Other | ▲ Purchase | $250,001 - $500,000 | Self | Oct 2, 2023 | Oct 18, 2023 | Filing ↗ |
| BKEPP Asset sold by Roundstone Ventures LLC | Other | ▼ Sale (Full) | $15,001 - $50,000 | Self | Aug 19, 2022 | Sep 2, 2022 | Filing ↗ |
| HC D Hill Partners, LP
Asset held by Dependent Child 4 Trust | Other | ▲ Purchase | $100,001 - $250,000 | Child | Jun 15, 2022 | Jul 13, 2022 | Filing ↗ |
| HC D Hill Partners, LP
Asset held by Dependent Child 2 Trust | Other | ▲ Purchase | $100,001 - $250,000 | Child | Jun 15, 2022 | Jul 13, 2022 | Filing ↗ |
| HC D Hill Partners, LP
Asset held by Dependent Child 1 Trust | Other | ▲ Purchase | $100,001 - $250,000 | Child | Jun 15, 2022 | Jul 13, 2022 | Filing ↗ |
| LMND Asset held by Roundstone Ventures LLC. | Stock/ETF | ▼ Sale (Partial) | $1,001 - $15,000 | Self | May 6, 2022 | May 16, 2022 | Filing ↗ |
| CareBridge
Asset held by Dependent Child 4 through interest in Liberty Partners, LLC | Other | ▲ Purchase | $100,001 - $250,000 | Child | Apr 22, 2022 | May 16, 2022 | Filing ↗ |
| CareBridge
Asset held by Dependent Child 3 through interest in Liberty Partners, LLC | Other | ▲ Purchase | $100,001 - $250,000 | Child | Apr 22, 2022 | May 16, 2022 | Filing ↗ |
| TACO Asset held by Roundstone Ventures LLC | Stock/ETF | ▼ Sale (Partial) | $15,001 - $50,000 | Self | Mar 9, 2022 | Apr 13, 2022 | Filing ↗ |
| Nashville Soccer Holdings, LLC
Asset held by Dependent Child 4 through interest in Liberty Partners, LLC | Other | ▲ Purchase | $1,000,001 - $5,000,000 | Child | Feb 28, 2022 | Mar 29, 2022 | Filing ↗ |
| Nashville Soccer Holdings, LLC
Asset held by Dependent Child 1 through interest in Liberty Partners, LLC | Other | ▲ Purchase | $1,000,001 - $5,000,000 | Child | Feb 28, 2022 | Mar 29, 2022 | Filing ↗ |
| Liberty Partners, LLC
Asset held by Dependent Child 4 | Other | ▲ Purchase | $1,000,001 - $5,000,000 | Child | Feb 28, 2022 | Mar 29, 2022 | Filing ↗ |
| PNFP Asset held by Roundstone Ventures, LLC. | Stock/ETF | ▼ Sale (Partial) | $100,001 - $250,000 | Self | Dec 29, 2021 | Jan 10, 2022 | Filing ↗ |
| ENVA Asset held by Roundstone Ventures, LLC. | Stock/ETF | ▼ Sale (Full) | $15,001 - $50,000 | Self | Dec 29, 2021 | Jan 10, 2022 | Filing ↗ |
| CCEP Asset held by Roundstone Ventures, LLC. | Stock/ETF | ▼ Sale (Full) | $50,001 - $100,000 | Self | Dec 29, 2021 | Jan 10, 2022 | Filing ↗ |
| BKEP Asset held by Roundstone Ventures, LLC. | Other | ▼ Sale (Full) | $15,001 - $50,000 | Self | Dec 29, 2021 | Jan 10, 2022 | Filing ↗ |
| NS Asset held by Roundstone Ventures, LLC. | Other | ▼ Sale (Full) | $50,001 - $100,000 | Self | Dec 29, 2021 | Jan 10, 2022 | Filing ↗ |
| CLDT Asset held by Roundstone Ventures, LLC. | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Self | Dec 29, 2021 | Jan 10, 2022 | Filing ↗ |
| SBNY Asset sold in DC 3 Trust | Stock/ETF | ▼ Sale (Full) | $15,001 - $50,000 | Child | Dec 28, 2021 | Jul 20, 2022 | Filing ↗ |
| DDOG Asset held by Roundstone Ventures, LLC. | Stock/ETF | ▼ Sale (Full) | $15,001 - $50,000 | Self | Dec 28, 2021 | Jan 10, 2022 | Filing ↗ |
| RNR Asset held by William F. Hagerty IV. | Stock/ETF | ▼ Sale (Partial) | $250,001 - $500,000 | Self | Dec 28, 2021 | Jan 10, 2022 | Filing ↗ |
| RHP Asset held by Roundstone Ventures, LLC. | Stock/ETF | ▼ Sale (Full) | $100,001 - $250,000 | Self | Dec 23, 2021 | Jan 10, 2022 | Filing ↗ |
| RNR Asset held by Roundstone Ventures, LLC. | Stock/ETF | ▼ Sale (Partial) | $250,001 - $500,000 | Self | Dec 23, 2021 | Jan 10, 2022 | Filing ↗ |
| RHP Asset held by William F. Hagerty IV. | Stock/ETF | ▼ Sale (Partial) | $15,001 - $50,000 | Self | Dec 23, 2021 | Jan 10, 2022 | Filing ↗ |
| VRM Asset owned by Roundstone Ventures, LLC | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Self | Dec 16, 2021 | Dec 22, 2021 | Filing ↗ |
| CTAA Asset owned by Roundstone Ventures, LLC. | Corp bond | ▼ Sale (Full) | $50,001 - $100,000 | Self | Dec 1, 2021 | Dec 22, 2021 | Filing ↗ |
| DDOG Asset held in Roundstone Ventures, LLC | Stock/ETF | ▼ Sale (Partial) | $1,000,001 - $5,000,000 | Self | Nov 8, 2021 | Nov 23, 2021 | Filing ↗ |
| BA Asset owned by Roundstone Ventures LLC | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Self | Jun 8, 2021 | Jul 8, 2021 | Filing ↗ |
| FLIR SYSTEMS INC. Registered Sh (Exchang FLIR Systems Merger With Teledyne
Asset Held in Roundstone Ventures, LLC | Stock/ETF | Exchange | $15,001 - $50,000 | Self | May 17, 2021 | Jun 8, 2021 | Filing ↗ |
| NTRA Asset held by Roundstone Ventures, LLC | Stock/ETF | ▼ Sale (Partial) | $1,001 - $15,000 | Self | Apr 20, 2021 | May 4, 2021 | Filing ↗ |
| QRTEP Asset held by Roundstone Ventures, LLC | Stock/ETF | ▲ Purchase | $15,001 - $50,000 | Self | Mar 26, 2021 | Apr 8, 2021 | Filing ↗ |
| CTAA | Stock/ETF | ▼ Sale (Full) | $15,001 - $50,000 | Self | Feb 16, 2021 | Feb 19, 2021 | Filing ↗ |
| VRM | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Self | Jan 26, 2021 | Feb 19, 2021 | Filing ↗ |
| EDIT | Stock/ETF | ▼ Sale (Partial) | $15,001 - $50,000 | Self | Jan 19, 2021 | Feb 19, 2021 | Filing ↗ |
| HC 17th and Grand Partners, LP
Asset held by Christine B. Hagerty Irrevocable Trust | Other | ▲ Purchase | $50,001 - $100,000 | Child | Jan 11, 2021 | Feb 24, 2021 | Filing ↗ |
| HC 17th and Grand Partners, LP
Asset held by William F. Hagerty V Irrevocable Trust | Other | ▲ Purchase | $50,001 - $100,000 | Child | Jan 11, 2021 | Feb 24, 2021 | Filing ↗ |
| HC 17th and Grand Partners, LP
Asset held by Roundstone Ventures, LLC | Other | ▲ Purchase | $250,001 - $500,000 | Self | Jan 11, 2021 | Feb 24, 2021 | Filing ↗ |
| LMND | Stock/ETF | ▼ Sale (Partial) | $1,001 - $15,000 | Self | Jan 8, 2021 | Feb 19, 2021 | Filing ↗ |
| VRM | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Self | Jan 8, 2021 | Feb 19, 2021 | Filing ↗ |
Bill Hagerty has disclosed 49 transactions in the public STOCK Act record we track, running from Jan 8, 2021 to Jan 29, 2026. That is 19 purchases and 27 sales. Each one is a periodic transaction report filed with the Senate Office of Public Records.
The most frequently traded positions on Bill Hagerty's disclosures are DDOG (3 trades), VRM (3 trades), RNR (2 trades), RHP (2 trades), CTAA (2 trades). Frequency is not size: the filings report dollar ranges rather than exact amounts, so a single large trade can matter more than several small ones.
The filings for Bill Hagerty are not flagged as spouse or joint holdings. Even so, members disclose trades made on their behalf, including by financial advisers and managed accounts, so a disclosure is not evidence that the member personally chose the stock.
The STOCK Act gives members up to 45 days to report a trade, so the newest transaction here (Jan 29, 2026) was disclosed on Mar 2, 2026 and more recent trades may exist that have not been filed yet. This page is a record of what has been disclosed, not a statement of what Bill Hagerty currently holds.
No. Congressional disclosures report each trade as a bracket, such as $1,001 to $15,000, rather than an exact amount. The largest bracket on this record is $1,000,001 - $5,000,000. Adding brackets together produces a made-up number, so we do not publish a portfolio total.
Source: periodic transaction reports filed with the Clerk of the House and the Senate Office of Public Records, the same public documents linked in the Filing column. Disclosures are reported with up to a 45-day delay and amounts are brackets, not exact figures. Past performance does not predict future results, and none of this is investment advice. See every member we track.