[Congressional Bills 119th Congress]
[From the U.S. Government Publishing Office]
[S. 1498 Reported in Senate (RS)]

<DOC>





                                                       Calendar No. 294
119th CONGRESS
  1st Session
                                S. 1498

   To amend chapter 131 of title 5, United States Code, to prohibit 
  transactions involving certain financial instruments by Members of 
                               Congress.


_______________________________________________________________________


                   IN THE SENATE OF THE UNITED STATES

                             April 28, 2025

 Mr. Hawley (for himself, Mr. Moreno, Mr. Ossoff, Mr. Peters, and Mr. 
   Merkley) introduced the following bill; which was read twice and 
referred to the Committee on Homeland Security and Governmental Affairs

                           December 10, 2025

                Reported by Mr. Paul, with an amendment
 [Strike out all after the enacting clause and insert the part printed 
                               in italic]

_______________________________________________________________________

                                 A BILL


 
   To amend chapter 131 of title 5, United States Code, to prohibit 
  transactions involving certain financial instruments by Members of 
                               Congress.

    Be it enacted by the Senate and House of Representatives of the 
United States of America in Congress assembled,

<DELETED>SECTION 1. SHORT TITLE.</DELETED>

<DELETED>    This Act may be cited as the ``Preventing Elected Leaders 
from Owning Securities and Investments (PELOSI) Act''.</DELETED>

<DELETED>SEC. 2. BANNING INSIDER TRADING IN CONGRESS.</DELETED>

<DELETED>    (a) In General.--Chapter 131 of title 5, United States 
Code, is amended by adding at the end the following:</DELETED>

<DELETED>``Subchapter IV--Banning Insider Trading in Congress</DELETED>

<DELETED>``Sec. 13161. Definitions</DELETED>
<DELETED>    ``In this subchapter:</DELETED>
        <DELETED>    ``(1) Covered financial instrument.--</DELETED>
                <DELETED>    ``(A) In general.--The term `covered 
                financial instrument' means--</DELETED>
                        <DELETED>    ``(i) any investment in--
                        </DELETED>
                                <DELETED>    ``(I) a security (as 
                                defined in section 3(a) of Securities 
                                Exchange Act of 1934 (15 U.S.C. 
                                78c(a)));</DELETED>
                                <DELETED>    ``(II) a security future 
                                (as defined in that section); 
                                or</DELETED>
                                <DELETED>    ``(III) a commodity (as 
                                defined in section 1a of the Commodity 
                                Exchange Act (7 U.S.C. 1a)); 
                                and</DELETED>
                        <DELETED>    ``(ii) any economic interest 
                        comparable to an interest described in clause 
                        (i) that is acquired through synthetic means, 
                        such as the use of a derivative, including an 
                        option, a warrant, or other similar 
                        means.</DELETED>
                <DELETED>    ``(B) Exclusions.--The term `covered 
                financial instrument' does not include--</DELETED>
                        <DELETED>    ``(i) a diversified mutual 
                        fund;</DELETED>
                        <DELETED>    ``(ii) a diversified exchange-
                        traded fund;</DELETED>
                        <DELETED>    ``(iii) a United States Treasury 
                        bill, note, or bond; or</DELETED>
                        <DELETED>    ``(iv) compensation from the 
                        primary occupation of a spouse or dependent 
                        child of a Member of Congress.</DELETED>
        <DELETED>    ``(2) Dependent child; member of congress.--The 
        terms `dependent child' and `Member of Congress' have the 
        meanings given those terms in section 13101.</DELETED>
        <DELETED>    ``(3) Supervising ethics committee.--The term 
        `supervising ethics committee' means, as applicable--</DELETED>
                <DELETED>    ``(A) the Select Committee on Ethics of 
                the Senate; and</DELETED>
                <DELETED>    ``(B) the Committee on Ethics of the House 
                of Representatives.</DELETED>
<DELETED>``Sec. 13162. Prohibition on certain transactions and holdings 
              involving covered financial instruments</DELETED>
<DELETED>    ``(a) Prohibition.--Except as provided in subsection (b), 
a Member of Congress, or any spouse of a Member of Congress, may not, 
during the term of service of the Member of Congress, hold, purchase, 
or sell any covered financial instrument.</DELETED>
<DELETED>    ``(b) Exceptions.--The prohibition under subsection (a) 
shall not apply to a sale by a Member of Congress, or a spouse of a 
Member of Congress, that is completed by the date that is--</DELETED>
        <DELETED>    ``(1) for a Member of Congress serving on the date 
        of enactment of the Preventing Elected Leaders from Owning 
        Securities and Investments (PELOSI) Act, 180 days after that 
        date of enactment; and</DELETED>
        <DELETED>    ``(2) for any Member of Congress who commences 
        service as a Member of Congress after the date of enactment of 
        the Preventing Elected Leaders from Owning Securities and 
        Investments (PELOSI) Act, 180 days after the first date of the 
        initial term of service.</DELETED>
<DELETED>    ``(c) Penalties.--</DELETED>
        <DELETED>    ``(1) Disgorgement.--A Member of Congress shall 
        disgorge to the Treasury of the United States any profit from a 
        transaction or holding involving a covered financial instrument 
        that is conducted in violation of this section.</DELETED>
        <DELETED>    ``(2) Fines.--A Member of Congress who holds or 
        conducts a transaction involving, or whose spouse holds or 
        conducts a transaction involving, a covered financial 
        instrument in violation of this section may be subject to a 
        civil fine assessed by the applicable supervising ethics 
        committee under section 13164.</DELETED>
<DELETED>``Sec. 13163. Certification of compliance</DELETED>
<DELETED>    ``(a) In General.--Not less frequently than annually, each 
Member of Congress shall submit to the applicable supervising ethics 
committee a written certification that the Member of Congress has 
achieved compliance with the requirements of this subchapter.</DELETED>
<DELETED>    ``(b) Publication.--The supervising ethics committees 
shall publish each certification submitted under subsection (a) on a 
publicly available website.</DELETED>
<DELETED>``Sec. 13164. Authority of supervising ethics 
              committees</DELETED>
<DELETED>    ``(a) In General.--The supervising ethics committees may 
implement and enforce the requirements of this subchapter, including 
by--</DELETED>
        <DELETED>    ``(1) issuing--</DELETED>
                <DELETED>    ``(A) for Members of Congress--</DELETED>
                        <DELETED>    ``(i) rules governing that 
                        implementation; and</DELETED>
                        <DELETED>    ``(ii) 1 or more reasonable 
                        extensions to achieve compliance with this 
                        subchapter, if the applicable supervising 
                        ethics committee determines that a Member of 
                        Congress is making a good faith effort to 
                        divest any covered financial instruments; 
                        and</DELETED>
                <DELETED>    ``(B) guidance relating to covered 
                financial instruments;</DELETED>
        <DELETED>    ``(2) publishing on the internet certifications 
        submitted by Members of Congress under section 13163(a); 
        and</DELETED>
        <DELETED>    ``(3) assessing civil fines against any Member of 
        Congress who is in violation of this subchapter, subject to 
        subsection (b).</DELETED>
<DELETED>    ``(b) Requirements for Civil Fines.--</DELETED>
        <DELETED>    ``(1) In general.--Before imposing a fine pursuant 
        to this section, the applicable supervising ethics committee 
        shall provide to the applicable Member of Congress--</DELETED>
                <DELETED>    ``(A) a written notice describing each 
                covered financial instrument transaction for which a 
                fine will be assessed; and</DELETED>
                <DELETED>    ``(B) an opportunity, with respect to each 
                such covered financial instrument transaction--
                </DELETED>
                        <DELETED>    ``(i) for a hearing; and</DELETED>
                        <DELETED>    ``(ii) to achieve compliance with 
                        the requirements of this subchapter.</DELETED>
        <DELETED>    ``(2) Enforcement.--</DELETED>
                <DELETED>    ``(A) In general.--In the event of 
                continuing noncompliance after issuance of the notice 
                described in paragraph (1), the applicable supervising 
                ethics committee shall impose a civil penalty, in the 
                amount described in subparagraph (B), on the Member of 
                Congress to whom a notice was provided--</DELETED>
                        <DELETED>    ``(i) on the date that is 30 days 
                        after the date of provision of the notice; 
                        and</DELETED>
                        <DELETED>    ``(ii) during the period in which 
                        such noncompliance continues, not less 
                        frequently than once every 30 days 
                        thereafter.</DELETED>
                <DELETED>    ``(B) Amount.--The amount of each civil 
                penalty imposed on a Member of Congress pursuant to 
                subparagraph (A) shall be an amount equal to 10 percent 
                of the value of each covered financial instrument that 
                was not divested in violation of this subchapter during 
                the period covered by the penalty.</DELETED>
        <DELETED>    ``(3) Publication.--Each supervising ethics 
        committee shall publish on a publicly available website a 
        description of--</DELETED>
                <DELETED>    ``(A) each fine assessed by the 
                supervising ethics committee pursuant to this 
                section;</DELETED>
                <DELETED>    ``(B) the reasons why each such fine was 
                assessed; and</DELETED>
                <DELETED>    ``(C) the result of each assessment, 
                including any hearing under paragraph (1)(B)(i) 
                relating to the assessment.</DELETED>
        <DELETED>    ``(4) Appeal.--A Member of Congress may appeal the 
        assessment of a fine under this section to a vote on the floor 
        of the Senate or the House of Representatives, as applicable, 
        as a privileged motion.</DELETED>
<DELETED>``Sec. 13165. Audit by Government Accountability 
              Office</DELETED>
<DELETED>    ``Not later than 2 years after the date of enactment of 
the Preventing Elected Leaders from Owning Securities and Investments 
(PELOSI) Act, the Comptroller General of the United States shall--
</DELETED>
        <DELETED>    ``(1) conduct an audit of the compliance by 
        Members of Congress with the requirements of this subchapter; 
        and</DELETED>
        <DELETED>    ``(2) submit to the supervising ethics committees 
        a report describing the results of the audit conducted under 
        paragraph (1).''.</DELETED>
<DELETED>    (b) Conforming Amendments.--</DELETED>
        <DELETED>    (1) Table of sections.--The table of sections for 
        chapter 131 of title 5, United States Code, is amended by 
        adding at the end the following:</DELETED>

     <DELETED> ``subchapter iv--banning insider trading in congress

<DELETED>``13161. Definitions.
<DELETED>``13162. Prohibition on certain transactions and holdings 
                            involving covered financial instruments.
<DELETED>``13163. Certification of compliance.
<DELETED>``13164. Authority of supervising ethics committees.
<DELETED>``13165. Audit by Government Accountability Office.''.
        <DELETED>    (2) Persons required to file.--Section 13103(f) of 
        title 5, United States Code, is amended--</DELETED>
                <DELETED>    (A) in paragraph (9), by striking ``as 
                defined in section 13101 of this title'';</DELETED>
                <DELETED>    (B) in paragraph (10), by striking ``as 
                defined in section 13101 of this title'';</DELETED>
                <DELETED>    (C) in paragraph (11), by striking ``as 
                defined in section 13101 of this title''; and</DELETED>
                <DELETED>    (D) in paragraph (12), by striking ``as 
                defined in section 13101 of this title''.</DELETED>
        <DELETED>    (3) Lobbying disclosure act of 1995.--Section 
        3(4)(D) of the Lobbying Disclosure Act of 1995 (2 U.S.C. 
        1602(4)(D)) is amended by striking ``legislative branch 
        employee serving in a position described under section 
        13101(13) of title 5, United States Code'' and inserting 
        ``officer or employee of Congress (as defined in section 13101 
        of title 5, United States Code)''.</DELETED>

SECTION 1. SHORT TITLE.

    This Act may be cited as the ``Halting Ownership and Non-Ethical 
Stock Transactions (HONEST) Act''.

SEC. 2. DIVESTMENT OF CERTAIN ASSETS OF MEMBERS OF CONGRESS, THE 
              PRESIDENT, THE VICE PRESIDENT, AND THEIR SPOUSES AND 
              DEPENDENT CHILDREN.

    (a) In General.--Chapter 131 of title 5, United States Code, is 
amended by adding at the end the following:

``Subchapter IV--Certain Assets of Members of Congress, the President, 
      the Vice President, and Their Spouses and Dependent Children

``Sec. 13161. Definitions
    ``In this subchapter:
            ``(1) Commodity.--The term `commodity' has the meaning 
        given the term in section 1a of the Commodity Exchange Act (7 
        U.S.C. 1a).
            ``(2) Covered investment.--
                    ``(A) In general.--The term `covered investment' 
                means--
                            ``(i) an investment in--
                                    ``(I) a security;
                                    ``(II) a commodity;
                                    ``(III) a future; or
                                    ``(IV) a digital asset;
                            ``(ii) any economic interest comparable to 
                        an interest described in clause (i) that is 
                        acquired through synthetic means, such as the 
                        use of a derivative, including an option, 
                        warrant, or other similar means; or
                            ``(iii) any interest described in clause 
                        (i) or (ii) that is held directly, or in which 
                        an individual has an indirect, beneficial, or 
                        economic interest, through--
                                    ``(I) an investment fund or holding 
                                company;
                                    ``(II) a trust;
                                    ``(III) an employee benefit plan; 
                                or
                                    ``(IV) a deferred compensation 
                                plan, including a carried interest or 
                                other agreement tied to the performance 
                                of an investment, other than a fixed 
                                cash payment.
                    ``(B) Exclusions.--The term `covered investment' 
                does not include--
                            ``(i) a diversified mutual fund (including 
                        any holdings of such a fund);
                            ``(ii) a diversified exchange-traded fund 
                        (including any holdings of such a fund);
                            ``(iii) a United States Treasury bill, 
                        note, or bond;
                            ``(iv) compensation from the primary 
                        occupation of the spouse of a covered person, 
                        or any security that is issued or paid by an 
                        operating business that is the primary employer 
                        of such a spouse that is issued or paid to such 
                        a spouse;
                            ``(v) holding and acquiring any security 
                        that is issued or paid as compensation from 
                        corporate board service by the spouse of a 
                        covered person, including the dividend 
                        reinvestment in the same security received from 
                        the corporate board service by the spouse of a 
                        covered person;
                            ``(vi) any covered investment that is 
                        traded by the spouse of a covered person in the 
                        course of performing the primary occupation of 
                        such a spouse, provided the investment is not 
                        owned by a covered person or the spouse or 
                        dependent child of a covered person;
                            ``(vii) any investment fund held in a 
                        Federal, State, or local government employee 
                        retirement plan;
                            ``(viii) a tax-free State or municipal 
                        bond;
                            ``(ix) an interest in a small business 
                        concern, if the supervising ethics office 
                        determines that the small business concern does 
                        not present a conflict of interest, and, in the 
                        case of an investment in a family farm or ranch 
                        that qualifies as an interest in a small 
                        business concern, a future or commodity 
                        directly related to the farming activities and 
                        products of the farm or ranch;
                            ``(x) holding investment-grade corporate 
                        bonds, provided that the corporate bonds are 
                        held by an individual who is a covered person, 
                        or a spouse or dependent child of a covered 
                        person, on the date of enactment of the Halting 
                        Ownership and Non-Ethical Stock Transactions 
                        (HONEST) Act;
                            ``(xi) any share of Settlement Common Stock 
                        issued under section 7(g)(1)(A) of the Alaska 
                        Native Claims Settlement Act (43 U.S.C. 
                        1606(g)(1)(A)); or
                            ``(xii) any share of Settlement Common 
                        Stock, as defined in section 3 of the Alaska 
                        Native Claims Settlement Act (43 U.S.C. 1602).
                    ``(C) Rule of construction.--Nothing in this 
                paragraph shall be construed to imply that particular 
                digital assets are not securities, commodities, or 
                other types of covered investments.
            ``(3) Covered person.--The term `covered person' means--
                    ``(A) a Member of Congress;
                    ``(B) the President of the United States; or
                    ``(C) the Vice President of the United States.
            ``(4) Custody.--The term `custody' has the meaning given 
        the term in section 275.206(4)-2(d) of title 17, Code of 
        Federal Regulations, as in effect on the date of enactment of 
        the Halting Ownership and Non-Ethical Stock Transactions 
        (HONEST) Act (or any successor regulation).
            ``(5) Dependent child.--The term `dependent child' means, 
        with respect to any covered person, any individual who is--
                    ``(A) under 19 years of age; and
                    ``(B) a dependent of the covered person within the 
                meaning of section 152 of the Internal Revenue Code of 
                1986.
            ``(6) Digital asset.--The term `digital asset' means any 
        digital representation of value that is recorded on a 
        cryptographically secured distributed ledger or any similar 
        technology.
            ``(7) Diversified.--The term `diversified', with respect to 
        a fund, trust, or plan, means that the fund, trust, or plan 
        does not have a stated policy of concentrating its investments 
        in any single industry, business, or single country other than 
        the United States.
            ``(8) Future.--The term `future' means--
                    ``(A) a security future (as defined in section 3(a) 
                of the Securities Exchange Act of 1934 (15 U.S.C. 
                78c(a))); and
                    ``(B) any other contract for the sale of a 
                commodity for future delivery.
            ``(9) Illiquid investment.--The term `illiquid investment' 
        means an interest in a private fund, as defined in section 
        202(a) of the Investment Advisers Act of 1940 (15 U.S.C. 80b-
        2(a)).
            ``(10) Interested party.--The term `interested party' has 
        the meaning given the term in section 13104(f)(3)(E).
            ``(11) Member of congress; supervising ethics office.--The 
        terms `Member of Congress' and `supervising ethics office' have 
        the meanings given those terms in section 13101.
            ``(12) Qualified blind trust.--The term `qualified blind 
        trust' has the meaning given the term in section 13104(f)(3).
            ``(13) Security.--The term `security' has the meaning given 
        the term in section 3(a) of the Securities Exchange Act of 1934 
        (15 U.S.C. 78c(a)).
            ``(14) Small business concern.--The term `small business 
        concern' has the meaning given the term under section 3 of the 
        Small Business Act (15 U.S.C. 632).
``Sec. 13162. Trading covered investments
    ``(a) Ban on Trading.--Except as provided in subsection (b)--
            ``(1) effective on the date of enactment of the Halting 
        Ownership and Non-Ethical Stock Transactions (HONEST) Act, a 
        covered person shall not purchase any covered investment;
            ``(2) effective on the date that is 90 days after the date 
        of enactment of the Halting Ownership and Non-Ethical Stock 
        Transactions (HONEST) Act, a covered person shall not sell any 
        covered investment, except as provided in section 13163(a)(1); 
        and
            ``(3) on and after the applicable effective date described 
        in section 13163(j), an individual who is a spouse or dependent 
        child of a covered person shall not purchase any covered 
        investment or sell any covered investment, except as provided 
        in section 13163(a)(1).
    ``(b) Exception.--Notwithstanding subsection (a), a covered person 
may divest a covered investment as directed by the relevant supervising 
ethics office pursuant to this subchapter.
    ``(c) Joint Covered Investment.--Any covered investment reported to 
the supervising ethics office as jointly owned by a covered person and 
the spouse of the covered person shall be deemed to be a covered 
investment of the covered person for purposes of this section.
``Sec. 13163. Addressing owned covered investments
    ``(a) Covered Persons.--
            ``(1) Divestiture.--
                    ``(A) Requirements.--
                            ``(i) Officials sworn in before the date of 
                        enactment.--Subject to paragraph (2) and the 
                        amendments made under subsection (b), a covered 
                        person who is sworn into office on or before 
                        the date of enactment of the Halting Ownership 
                        and Non-Ethical Stock Transactions (HONEST) 
                        Act, not later than the effective date 
                        described in subsection (j)(1), subject to any 
                        extension granted under subparagraph (C)(iii) 
                        of this paragraph, shall divest each covered 
                        investment owned or in the custody of--
                                    ``(I) the covered person; or
                                    ``(II) a spouse or dependent child 
                                of the covered person.
                            ``(ii) Officials sworn in after the date of 
                        enactment.--Subject to paragraph (2) and the 
                        amendments made under subsection (b), a covered 
                        person who is sworn into office after the date 
                        of enactment of the Halting Ownership and Non-
                        Ethical Stock Transactions (HONEST) Act, not 
                        later than the effective date described in 
                        subsection (j)(2), subject to any extension 
                        granted under subparagraph (C)(iii) of this 
                        paragraph, shall divest each covered investment 
                        owned or in the custody of--
                                    ``(I) the covered person; or
                                    ``(II) a spouse or dependent child 
                                of the covered person.
                    ``(B) Illiquid investments.--
                            ``(i) Officials sworn in before the date of 
                        enactment.--In the case of a covered person who 
                        is sworn into office on or before the date of 
                        enactment of the Halting Ownership and Non-
                        Ethical Stock Transactions (HONEST) Act, if the 
                        covered person commences a new term of service 
                        as a Member of Congress, President, or Vice 
                        President after such date of enactment and 
                        holds an illiquid investment at that time, the 
                        covered person shall divest the illiquid 
                        investment not later than the date that is--
                                    ``(I) after the effective date 
                                described in subsection (j)(1); and
                                    ``(II) 90 days after the date on 
                                which the covered person is 
                                contractually permitted to sell the 
                                illiquid investment.
                            ``(ii) Officials sworn in after the date of 
                        enactment.--In the case of a covered person who 
                        is sworn after the date of enactment of the 
                        Halting Ownership and Non-Ethical Stock 
                        Transactions (HONEST) Act, if the covered 
                        person holds an illiquid investment on the date 
                        on which the covered person commences such term 
                        of service as a Member of Congress, President, 
                        or Vice President, the covered person shall 
                        divest the illiquid investment on the date that 
                        is--
                                    ``(I) after the effective date 
                                described in subsection (j)(2); and
                                    ``(II) not later than 90 days after 
                                the date on which the covered person is 
                                contractually permitted to sell the 
                                illiquid investment.
                    ``(C) Qualified blind trusts.--
                            ``(i) Prohibition on future qualified blind 
                        trusts.--Except as provided in clause (iii), on 
                        and after the date that is 180 days after the 
                        applicable effective date described in 
                        subsection (j), neither a covered person nor 
                        any spouse or dependent child of the covered 
                        person may maintain a qualified blind trust.
                            ``(ii) Mandatory sale of covered 
                        investments in existing qualified blind 
                        trusts.--
                                    ``(I) In general.--The trustee of a 
                                qualified blind trust holding covered 
                                investments shall, at a time elected by 
                                the covered person, on behalf of a 
                                covered person, and in accordance with 
                                clause (iv)--
                                            ``(aa) divest all covered 
                                        investments held in the 
                                        qualified blind trust for the 
                                        purposes of complying with the 
                                        divestiture requirements under 
                                        this section, in accordance 
                                        with subparagraph (A); and
                                            ``(bb) dissolve the 
                                        qualified blind trust in 
                                        accordance with this chapter 
                                        and guidance from the 
                                        supervising ethics office.
                                    ``(II) Notice of compliance.--
                                            ``(aa) Notice of 
                                        divestiture.--

                                                    ``(AA) In 
                                                general.--Upon the 
                                                completion of 
                                                divestiture of all 
                                                covered investments 
                                                pursuant to subclause 
                                                (I)(aa), the trustee 
                                                shall submit to the 
                                                supervising ethics 
                                                office and the 
                                                applicable covered 
                                                person a written notice 
                                                stating that the 
                                                trustee has completed 
                                                divestiture of all 
                                                covered investments 
                                                held in the qualified 
                                                blind trust pursuant to 
                                                subclause (I)(aa).

                                                    ``(BB) 
                                                Publication.--The 
                                                supervising ethics 
                                                office shall publish 
                                                the notice required 
                                                under subitem (AA) on 
                                                the website of the 
                                                supervising ethics 
                                                office.

                                            ``(bb) Notice of 
                                        dissolution.--Upon the 
                                        dissolution of a qualified 
                                        blind trust pursuant to 
                                        subclause (I)(bb), the trustee 
                                        shall submit to the supervising 
                                        ethics office and the 
                                        applicable covered person a 
                                        written notice stating that the 
                                        trust has dissolved the 
                                        qualified blind trust pursuant 
                                        to subclause (I)(bb) and shall 
                                        include a list of the assets 
                                        held in the qualified blind 
                                        trust on the date of the 
                                        dissolution of such trust and 
                                        the category of value of each 
                                        such asset.
                            ``(iii) Extension of mandatory sale of 
                        covered investments.--
                                    ``(I) Request.--Each covered person 
                                who maintains a qualified blind trust 
                                established by the covered person, or a 
                                spouse or dependent child of the 
                                covered person, in any case in which 
                                the trustee of the qualified blind 
                                trust believes the size or complexity 
                                of the covered investments in the 
                                qualified blind trust warrant such 
                                extension may apply to the supervising 
                                ethics office for an extension of the 
                                period described in subparagraph (A).
                                    ``(II) Duration.--An extension 
                                granted under subclause (I) shall not 
                                exceed 90 days.
                            ``(iv) Communications.--A covered person 
                        may communicate with and direct the trustee of 
                        their qualified blind trust for the purposes 
                        of--
                                    ``(I) determining when divestment 
                                of covered investments in the qualified 
                                blind trust should occur, pursuant to 
                                subparagraph (A) of this paragraph, 
                                clause (ii) of this subparagraph, or 
                                section 13162(b), as applicable;
                                    ``(II) determining which permitted 
                                property covered investments should be 
                                divested into; and
                                    ``(III) whether the trustee 
                                utilizes a certificate of divestiture 
                                pursuant to section 1043(b) of the 
                                Internal Revenue Code of 1986, as 
                                amended by subsection (b) of this 
                                section.
            ``(2) Exception for dependents.--An individual who is a 
        dependent child of a covered person may have a legal guardian 
        hold or trade on behalf of the dependent child 1 or more 
        covered investments provided that the value of the covered 
        investments in total does not exceed $10,000.
    ``(b) Tax Treatment of Divestitures.--
            ``(1) In general.--Section 1043(b) of the Internal Revenue 
        Code of 1986 is amended--
                    ``(A) in paragraph (1)(A), by inserting `or a 
                covered person (as defined in section 13161 of title 5, 
                United States Code),' after `of the Federal 
                Government,';
                    ``(B) in paragraph (2)(B)--
                            ``(i) by striking `employees, or' and 
                        inserting `employees,'; and
                            ``(ii) by inserting `or the applicable 
                        supervising ethics office (as defined in 
                        section 13101 of title 5, United States Code), 
                        in the case of a covered person' after 
                        `judicial officers,'; and
                    ``(C) in paragraph (3), by striking `or any 
                diversified investment fund approved by regulations 
                issued by the Office of Government Ethics' and 
                inserting `, any diversified investment fund approved 
                by regulations issued by the Office of Government 
                Ethics (in the case of any eligible person who is not a 
                covered person (as defined in section 13161 of title 5, 
                United States Code)), or any diversified mutual fund or 
                a diversified exchange-traded fund described in clause 
                (i) or (ii) of section 13161(2)(B) of title 5, United 
                States Code (in the case of any eligible person who is 
                a covered person (as so defined)).'.
            ``(2) Effective date.--The amendments made by this 
        subsection shall apply to sales after the date of enactment of 
        the Halting Ownership and Non-Ethical Stock Transactions 
        (HONEST) Act.
    ``(c) Acquisitions During Service.--
            ``(1) In general.--Subject to paragraph (2), and any 
        applicable rules issued pursuant to subsection (h)(3), 
        effective beginning on the date of enactment of the Halting 
        Ownership and Non-Ethical Stock Transactions (HONEST) Act, no 
        covered person, or spouse or dependent child of a covered 
        person, may acquire any covered investment.
            ``(2) Inheritances.--
                    ``(A) In general.--Subject to subparagraph (B), a 
                covered person, or a spouse or dependent child of a 
                covered person, who inherits a covered investment shall 
                come into compliance as required under subsection (a) 
                by not later than 120 days after the date on which the 
                covered investment is inherited.
                    ``(B) Extensions.--If a covered person, or a spouse 
                or dependent child of a covered person, is unable to 
                meet the requirements of subparagraph (A), the 
                applicable covered person may request, and the 
                supervising ethics office may grant, 1 or more 
                reasonable extensions, subject to the conditions that--
                            ``(i) the total period of time covered by 
                        all extensions granted for the covered 
                        investment shall not exceed 150 days; and
                            ``(ii) the period covered by a single 
                        extension shall be not longer than 45 days.
    ``(d) Family Trusts.--
            ``(1) In general.--A supervising ethics office may grant an 
        exemption for a family trust only if--
                    ``(A) no covered person, or spouse or dependent 
                child of a covered person--
                            ``(i) is a grantor of the family trust;
                            ``(ii) contributed any asset to the family 
                        trust; or
                            ``(iii) has any authority over a trustee of 
                        the family trust, including the authority to 
                        appoint, replace, or direct the actions of such 
                        a trustee; and
                    ``(B) the grantor of the family trust is or was a 
                family member of the covered person, or the spouse or 
                dependent child of the covered person.
            ``(2) Requests.--A covered person seeking an exemption 
        under paragraph (1) shall submit to the applicable supervising 
        ethics office a request for the exemption, in writing, 
        certifying that the conditions described in that paragraph are 
        met.
            ``(3) Publication.--A supervising ethics office shall 
        publish on the public website of the supervising ethics 
        office--
                    ``(A) a copy of each request submitted under 
                paragraph (2); and
                    ``(B) the written response of the supervising 
                ethics office to each request described in subparagraph 
                (A).
    ``(e) Separation From Service and Cooling-off Period Required for 
Control.--During the period beginning on the date on which an 
individual becomes a Member of Congress, President, or Vice President 
and ending on the date that is 90 days after the date on which the 
individual ceases to serve as a Member of Congress, President, or Vice 
President, the covered person, and any spouse or dependent child of the 
covered person, may not, except as provided in this section, otherwise 
control a covered investment, including purchasing new covered 
investments.
    ``(f) Reporting Requirements.--
            ``(1) Supervising ethics offices.--Each supervising ethics 
        office shall make available on the public website of the 
        supervising ethics office--
                    ``(A) a copy of--
                            ``(i) each notification submitted to the 
                        supervising ethics office in accordance with 
                        subsection (a)(1)(C)(ii)(II);
                            ``(ii) each notice and other documentation 
                        submitted to the supervising ethics office 
                        under this section; and
                            ``(iii) each written response and other 
                        documentation issued or received by the 
                        supervising ethics office under subsection (d);
                    ``(B) not later than 30 days after a qualified 
                blind trust maintained by a covered person is 
                dissolved, a written notice of the dissolution of the 
                qualified blind trust; and
                    ``(C) a description of each extension granted, and 
                each civil penalty imposed, pursuant to this section.
            ``(2) Federal benefits.--
                    ``(A) Covered payment.--In this paragraph, the term 
                `covered payment'--
                            ``(i) means a payment of money or any other 
                        item of value made, or promised to be made, by 
                        the Federal Government;
                            ``(ii) includes--
                                    ``(I) a loan agreement, contract, 
                                or grant made, or promised to be made, 
                                by the Federal Government, including 
                                such an agreement, contract, or grant 
                                relating to agricultural activity; and
                                    ``(II) such other types of payment 
                                of money or items of value as the 
                                supervising ethics office may 
                                establish, by guidance; and
                            ``(iii) does not include--
                                    ``(I) any salary or compensation 
                                for service performed as, or 
                                reimbursement of personal outlay by, an 
                                officer or employee of the Federal 
                                Government; or
                                    ``(II) any tax refund (including a 
                                refundable tax credit).
                    ``(B) Reporting requirement.--Not later than 30 
                days after the date of receipt of a notice of any 
                application for, or receipt of, a covered payment by a 
                covered person, or a spouse or dependent child of a 
                covered person, including any business owned and 
                controlled by the covered person, spouse, or dependent 
                child, but in no case later than 45 days after the date 
                on which the covered payment is made or promised to be 
                made, the covered person shall submit to the applicable 
                supervising ethics office a report describing the 
                covered payment.
    ``(g) Enforcement.--
            ``(1) In general.--The applicable supervising ethics office 
        shall provide a written notice (including notice of the 
        potential for civil penalties under paragraph (2)) to any 
        covered person if the covered person, or the spouse or 
        dependent child of the covered person, as applicable--
                    ``(A) fails to divest a covered investment owned 
                by, in the custody of, or held in a qualified blind 
                trust of, the covered person or spouse or dependent 
                child of a covered person, in accordance with 
                subsection (a)(1), subject to any extension under 
                subsection (a)(1)(C)(iii); or
                    ``(B) acquires an interest in a covered investment 
                in violation of this section.
            ``(2) Civil penalties.--
                    ``(A) In general.--In the event of continuing 
                noncompliance after issuance of the notice described in 
                paragraph (1), the supervising ethics office shall 
                impose a civil penalty, in the amount described in 
                subparagraph (B), on a covered person to whom a notice 
                is provided under subparagraph (A) or (B) of paragraph 
                (1)--
                            ``(i) on the date that is 30 days after the 
                        date of provision of the notice; and
                            ``(ii) during the period in which such 
                        noncompliance continues, not less frequently 
                        than once every 30 days thereafter.
                    ``(B) Amount.--The amount of each civil penalty 
                imposed on a covered person pursuant to subparagraph 
                (A) shall be equal to the greater of--
                            ``(i) the monthly equivalent of the annual 
                        rate of pay payable to the covered person; and
                            ``(ii) an amount equal to 10 percent of the 
                        value of each covered investment that was not 
                        divested in violation of this section during 
                        the period covered by the penalty.
    ``(h) Duties of Supervising Ethics Offices.--Each supervising 
ethics office shall--
            ``(1) impose and collect civil penalties in accordance with 
        subsection (g);
            ``(2) establish such procedures and standard forms as the 
        supervising ethics office determines to be appropriate to 
        implement this section;
            ``(3) issue such rules and guidelines as the supervising 
        ethics office determines to be appropriate for the 
        implementation and application of this subchapter; and
            ``(4) publish on a website all documents and communications 
        described in this subsection.
    ``(i) Rule of Construction.--Nothing in this section shall be 
construed to prevent a covered person, or a spouse or dependent child 
of a covered person, from owning or trading--
            ``(1) a diversified mutual fund; or
            ``(2) a publicly traded, diversified exchange traded fund.
    ``(j) Effective Date.--The effective date described in this 
subsection is the date on which--
            ``(1) in the case of a covered person who is sworn into 
        office on or before the date of enactment of the Halting 
        Ownership and Non-Ethical Stock Transactions (HONEST) Act, or 
        the spouse or dependent child of such a covered person, the 
        date on which the covered person commences a new term of 
        service as a Member of Congress, President, or Vice President 
        after such date of enactment; or
            ``(2) in the case of a covered person who is sworn into 
        office after the date of enactment of the Halting Ownership and 
        Non-Ethical Stock Transactions (HONEST) Act, or the spouse or 
        dependent child of such a covered person, the date on which the 
        covered person commences such term of service as a Member of 
        Congress, President, or Vice President.''.
    (b) Clerical Amendment.--The table of sections for chapter 131 of 
title 5, United States Code, is amended by adding at the end the 
following:

 ``subchapter iv--certain assets of members of congress, the president, 
      the vice president, and their spouses and dependent children

``13161. Definitions.
``13162. Trading covered investments
``13163. Addressing owned covered investments''.
    (c) Technical and Conforming Amendments.--
            (1) Title 5.--Title 5, United States Code, is amended--
                    (A) in section 13103(f)--
                            (i) in paragraph (9), by striking ``as 
                        defined in section 13101 of this title'';
                            (ii) in paragraph (10), by striking ``as 
                        defined in section 13101 of this title'';
                            (iii) in paragraph (11), by striking ``as 
                        defined in section 13101 of this title''; and
                            (iv) in paragraph (12), by striking ``as 
                        defined in section 13101 of this title''; and
                    (B) in section 13122(f)(2)(B)--
                            (i) by striking ``Subject to clause (iv) of 
                        this subparagraph, before'' each place it 
                        appears and inserting ``Before''; and
                            (ii) by striking clause (iv).
            (2) Lobbying disclosure act of 1995.--Section 3(4)(D) of 
        the Lobbying Disclosure Act of 1995 (2 U.S.C. 1602(4)(D)) is 
        amended by striking ``legislative branch employee serving in a 
        position described under section 13101(13) of title 5, United 
        States Code'' and inserting ``officer or employee of Congress 
        (as defined in section 13101 of title 5, United States Code)''.
            (3) Securities exchange act of 1934.--Section 21A of the 
        Securities Exchange Act of 1934 (15 U.S.C. 78u-1) is amended--
                    (A) in subsection (g)(2)(B)(ii), by striking 
                ``section 13101(11)'' and inserting ``section 13101''; 
                and
                    (B) in subsection (h)(2)--
                            (i) in subparagraph (B), by striking ``in 
                        section 13101(9)'' and inserting ``under 
                        section 13101''; and
                            (ii) in subparagraph (C), by striking 
                        ``section 13101(10)'' and inserting ``section 
                        13101''.

SEC. 3. PENALTY FOR STOCK ACT NONCOMPLIANCE.

    (a) Fines for Failure to Report.--
            (1) In general.--The STOCK Act (Public Law 112-105; 126 
        Stat. 291) is amended by adding at the end the following:

``SEC. 20. FINES FOR FAILURE TO REPORT.

    ``(a) In General.--Notwithstanding any other provision of law 
(including regulations), a reporting individual shall be assessed a 
fine, pursuant to regulations issued by the applicable supervising 
ethics office (including the Administrative Office of the United States 
Courts, as applicable), of $500 in each case in which the reporting 
individual fails to file a transaction report required under this Act 
or an amendment made by this Act.
    ``(b) Deposit in Treasury.--The fines paid under this section shall 
be deposited in the miscellaneous receipts of the Treasury.''.
            (2) Effective date.--The amendment made by paragraph (1) 
        shall apply on and after March 31, 2027.
    (b) Rules, Regulations, Guidance, and Documents.--Not later than 1 
year after the date of enactment of this Act, each supervising ethics 
office (as defined in section 13101 of title 5, United States Code) 
(including the Administrative Office of the United States Courts, as 
applicable) shall amend the rules, regulations, guidance, documents, 
papers, and other records of the supervising ethics office in 
accordance with the amendment made by this section.

SEC. 4. ELECTRONIC FILING AND ONLINE PUBLIC AVAILABILITY OF FINANCIAL 
              DISCLOSURE FORMS.

    (a) Members of Congress and Congressional Staff.--Section 8(b)(1) 
of the STOCK Act (5 U.S.C. 13107 note) is amended--
            (1) in the matter preceding subparagraph (A), by inserting 
        ``, pursuant to subchapter I of chapter 131 of title 5, United 
        States Code, through databases maintained on the official 
        websites of the House of Representatives and the Senate'' after 
        ``enable''; and
            (2) by striking subparagraph (B) and the undesignated 
        matter following that subparagraph and inserting the following:
                    ``(B) public access--
                            ``(i) to each--
                                    ``(I) financial disclosure report 
                                filed by a Member of Congress or a 
                                candidate for Congress;
                                    ``(II) transaction disclosure 
                                report filed by a Member of Congress or 
                                a candidate for Congress pursuant to 
                                section 13105(l); and
                                    ``(III) notice of extension, 
                                amendment, or blind trust, with respect 
                                to a report described in subclause (I) 
                                or (II), pursuant to subchapter I of 
                                chapter 131 of title 5, United States 
                                Code; and
                            ``(ii) in a manner that--
                                    ``(I) allows the public to search, 
                                sort, and download data contained in 
                                the reports described in subclause (I) 
                                or (II) of clause (i) by criteria 
                                required to be reported, including by 
                                filer name, asset, transaction type, 
                                ticker symbol, notification date, 
                                amount of transaction, and date of 
                                transaction;
                                    ``(II) allows access through an 
                                application programming interface; and
                                    ``(III) is fully compliant with--
                                            ``(aa) section 508 of the 
                                        Rehabilitation Act of 1973 (29 
                                        U.S.C. 794d); and
                                            ``(bb) the most recent Web 
                                        Content Accessibility 
                                        Guidelines (or successor 
                                        guidelines).''.
    (b) Effective Date.--The amendments made by this section shall take 
effect on the date that is 18 months after the date of enactment of 
this Act.

SEC. 5. SEVERABILITY.

    If any provision of this Act, an amendment made by this Act, or the 
application of such provision or amendment to any person or 
circumstance is held to be unconstitutional, the remainder of this Act 
and of the amendments made by this Act, and the application of the 
remaining provisions of this Act and amendments to any person or 
circumstance, shall not be affected.
                                                       Calendar No. 294

119th CONGRESS

  1st Session

                                S. 1498

_______________________________________________________________________

                                 A BILL

   To amend chapter 131 of title 5, United States Code, to prohibit 
  transactions involving certain financial instruments by Members of 
                               Congress.

_______________________________________________________________________

                           December 10, 2025

                       Reported with an amendment