Robert J. Wittman

Estimate as of Oct 26, 2026

Republican · House VA01

Wikipedia biography ↗Years Elected: About 18.9Rank: #67

Service dates

Federal elected service; earlier service not yet verified.

Dec 13, 2007 – Jan 3, 2009
Jan 6, 2009 – Jan 3, 2011
Jan 5, 2011 – Jan 3, 2015
Jan 6, 2015 – Nov 2, 2026

Estimated public-equity portfolio performance

1 year

4.94%

Cumulative estimated return

SPY: 13.01%
Outperformance: -8.07 percentage points

2025-10-24 – 2026-10-26

Missing information

91 rows without a saved price.
30 sales exceeding observed holdings (unmatched amount omitted).
593 annual source rows remain unresolved or superseded; excluded from usable transactions.

3 years

48.15%

Cumulative estimated return

SPY: 85.52%
Outperformance: -37.37 percentage points

2023-10-26 – 2026-10-26

Missing information

91 rows without a saved price.
30 sales exceeding observed holdings (unmatched amount omitted).
593 annual source rows remain unresolved or superseded; excluded from usable transactions.

5 years

43.09%

Cumulative estimated return

SPY: 67.86%
Outperformance: -24.77 percentage points

2021-10-26 – 2026-10-26

Missing information

91 rows without a saved price.
30 sales exceeding observed holdings (unmatched amount omitted).
593 annual source rows remain unresolved or superseded; excluded from usable transactions.

As of Oct 26, 2026. 130 parsed trades. Ranks use three-year return.

How estimates are calculated

Returns use correctly parsed individual-stock holdings, purchases and sales, with Tradier prices for unsold positions. Bounded reported amounts use their midpoint; trades reported as “over $5 million” use $5 million. Daily returns exclude cash contributions and holdings-value reconciliations. Sale proceeds remain as cash. Unparsed records and entries without usable amounts or prices are omitted; no missing trades or holdings are invented. Sales can only reduce observed holdings. The dates on each card show the available calculation period, which can be shorter than the requested period. These are estimates of the parsed portion of the portfolio, not verified brokerage returns.

Current holdings

Last reported holdings valued Dec 31, 2025. Original disclosure ↗. These are reported positions, not a live account balance.

Asset	Owner	Reported value	Purchased	Purchase price	Last close	Current ROI
BRBS	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$3.93Oct 30, 2026	Unavailable
CFFI	Spouse	$15,001 - $50,000	Unavailable	Unavailable	$109.70Oct 30, 2026	Unavailable
—	Not reported	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
—	Not reported	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
—	Not reported	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
—	Not reported	$15,001 - $50,000	Unavailable	Unavailable	Unavailable	Unavailable
—	Not reported	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
—	Not reported	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
—	Not reported	$50,001 - $100,000	Unavailable	Unavailable	Unavailable	Unavailable
—	Not reported	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
—	Not reported	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
—	Not reported	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
—	Not reported	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
—	Not reported	$15,001 - $50,000	Unavailable	Unavailable	Unavailable	Unavailable
—	Not reported	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
—	Not reported	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
—	Not reported	$15,001 - $50,000	Unavailable	Unavailable	Unavailable	Unavailable
—	Not reported	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
—	Not reported	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
—	Not reported	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
—	Not reported	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
—	Not reported	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
—	Not reported	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
—	Not reported	$15,001 - $50,000	Unavailable	Unavailable	Unavailable	Unavailable
—	Not reported	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
—	Not reported	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
—	Not reported	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
—	Not reported	$15,001 - $50,000	Unavailable	Unavailable	Unavailable	Unavailable
—	Not reported	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
—	Not reported	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
—	Not reported	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
—	Not reported	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
—	Not reported	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
—	Not reported	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
—	Not reported	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
—	Not reported	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
—	Not reported	$15,001 - $50,000	Unavailable	Unavailable	Unavailable	Unavailable
—	Not reported	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
—	Not reported	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
—	Not reported	$15,001 - $50,000	Unavailable	Unavailable	Unavailable	Unavailable
—	Not reported	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
—	Not reported	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
—	Not reported	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
—	Not reported	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
—	Not reported	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
—	Not reported	$15,001 - $50,000	Unavailable	Unavailable	Unavailable	Unavailable
—	Not reported	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
—	Not reported	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
—	Not reported	$15,001 - $50,000	Unavailable	Unavailable	Unavailable	Unavailable
—	Not reported	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable

ROI is the price change from the latest matched, unsold purchase to the last stored close, as on the ticker page. Purchase prices are that day’s closing prices. Missing acquisition or price evidence is unavailable; dividends are excluded.

Estimated positions as of Oct 26, 2026

Asset	Owner	Estimated units	Estimated value
401 (a) Virginia Cash Match Plan ⇒ Target Date 2025 Portfolio [OT]	not_reported	58.79694275005511868891011979	10345.91
AbbVie Inc. (ABBV) [ST]	not_reported	45.02250984805852560495216657	12909.75
Abbott Laboratories (ABT) [ST]	not_reported	70.73203076651047652727433472	7418.38
Accenture plc Class A Ordinary Shares (ACN) [ST]	not_reported	22.74226100798771994655902669	5622.57
American Tower Corporation (AMT) [ST]	not_reported	43.62084946295185649637424350	8212.93
Amazon.com, Inc. (AMZN) [ST]	not_reported	148.1402980992752632298646246	36900.27
Broadcom Inc. (AVGO) [ST]	not_reported	34.50871290545203588681849551	11359.23
American Express Company (AXP) [ST]	not_reported	26.95677078068668081808686276	8492.73
Blue Ridge Bankshares, Inc. Common Stock (BRBS) [ST]	not_reported	1873.653395784543325526932084	7513.35
Caterpillar, Inc. (CAT) [ST]	not_reported	4.43450947114792023623578259	3069.26
Comcast Corporation - Class A (CMCSA) [ST]	not_reported	227.5501655742074555382910984	5017.48
Costco Wholesale Corporation (COST) [ST]	not_reported	35.47043993582677595032032043	35653.47
Chevron Corporation (CVX) [ST]	not_reported	55.23681303507318420325876830	12815.49
Dominion Energy, Inc. (D) [ST]	not_reported	148.5425176383215744522836985	9670.12
Elevance Health, Inc. (ELV) [ST]	not_reported	88.10111141230685822716183247	37999.77
Alphabet Inc. - Class C Capital Stock (GOOG) [ST]	not_reported	30.07140267359204811455580885	9448.13
Hartford Financial Services Group, Inc. (HIG) [ST]	not_reported	73.13071297989031078610603291	9941.39
ITT Inc. (ITT) [ST]	not_reported	55.99454087346024636058230683	10683.20
JP Morgan Chase & Co. (JPM) [ST]	not_reported	33.37574569271202703266446957	11148.83
Linde plc Ordinary Share (LIN) [ST]	not_reported	19.10932237800654453388109967	9699.13
Lowe's Companies, Inc. (LOW) [ST]	not_reported	32.41693679092382495948136143	6425.69
Mastercard Incorporated (MA) [ST]	not_reported	15.19361148565242987636971343	9321.28
Marriott International - Class A (MAR) [ST]	not_reported	28.68179536817953681795368180	11322.14
McDonald's Corporation (MCD) [ST]	not_reported	27.59839939287315878436648384	6922.51
Mondelez International, Inc. - Class A (MDLZ) [ST]	not_reported	133.9444165411016239745521513	8434.48
Morgan Stanley ⇒ Medtronic plc. Ordinary Shares (MDT) [ST]	not_reported	77.33687771870468825519574674	7330.76
Morgan Stanley INH IRA ⇒ Meta Platforms, Inc. - Class A (FB) [ST]	not_reported	66.48246634535482798736912082	41921.18
Marsh & McLennan Companies, Inc. (MMC) [ST]	not_reported	37.66536415423002683489477897	7334.20
Motorola Solutions, Inc. (MSI) [ST]	not_reported	17.30848278995305367457759124	8405.35
NextEra Energy, Inc. (NEE) [ST]	not_reported	111.5985493095271307016320268	9155.54
Pepsico, Inc. (PEP) [ST]	not_reported	52.61409969748783374983559121	7127.11
Packaging Corporation of America (PKG) [ST]	not_reported	35.53724514724825656287478346	9017.22
ProLogis, Inc. (PLD) [ST]	not_reported	75.69063386944181646168401135	9560.48
Phillips 66 (PSX) [ST]	not_reported	6.43561808421525452023164882	1858.93
Royal Gold, Inc. (RGLD) [ST]	not_reported	60.67880166856276071293136140	14205.51
Charles Schwab Corporation (SCHW) [ST]	not_reported	108.1002567220645858667747602	9699.84
S&P Global Inc. Common Stock (SPGI) [ST]	not_reported	16.98384559363892651289211306	7653.77
Morgan Stanley INH IRA ⇒ AT&T Inc. (T) [ST]	not_reported	434.5736013036393264530146659	9060.86
TJX Companies, Inc. (TJX) [ST]	not_reported	66.22382253124741329360152305	9516.36
Trane Technologies plc (TT) [ST]	not_reported	21.66102612697982943007987004	9856.42
Texas Instruments Incorporated (TXN) [ST]	not_reported	42.66705775691963095301583916	12719.90
UnitedHealth Group Incorporated Common Stock (UNH) [ST]	not_reported	15.81564069110030443205630016	6495.48
Union Pacific Corporation (UNP) [ST]	not_reported	35.08375723557270654271180495	10418.82
Visa Inc. (V) [ST]	not_reported	25.31483356537147196557397798	10231.24
Verizon Communications Inc. (VZ) [ST]	not_reported	200.0625156289072268067016754	8622.69
WEC Energy Group, Inc. (WEC) [ST]	not_reported	360.2206213417379558757316524	40027.72
Walmart Inc. (WMT) [ST]	not_reported	88.55008301051466519092418373	10651.69
Exxon Mobil Corporation Common Stock (XOM) [ST]	not_reported	74.37482569489634656502742400	13725.13
Morgan Stanley INH IRA ⇒ Apple Inc. - Common Stock (AAPL) [ST]	spouse	29.42875009195909659383506216	10120.84
C&F Financial Corporation - Common Stock (CFFI) [ST]	spouse	447.7269596363135418101666896	48726.13
Morgan Stanley INH IRA ⇒ Microsoft Corporation - Common Stock (MSFT) [ST]	spouse	16.54294694181382076837186221	8810.77

Completed trades

Estimated purchase/sale matches from accepted transaction reports. Closing prices and reported amount midpoints estimate shares, with oldest purchases matched first within the same stock, owner and disclosed account. A row may represent a partial sale. These are price returns, not verified execution prices or brokerage returns; dividends are excluded. Unreconciled annual schedules and unmatched or ambiguous activity are omitted here.

Ticker	Owner	Purchase date	Purchase price	Sale date	Sale price	Return
No completed purchase/sale matches are available from the collected records.

All trades

176 public-equity trades. Annual rows are labeled as reconciled or unresolved; unresolved rows are excluded from usable transactions and scores. Superseded and unresolved reports remain in the disclosures below.

Public-equity transactions, newest transaction dates first
Ticker	Owner	Transaction Type	Trade Date	Found Date
JPM — Morgan Stanley INH IRA ⇒ JP Morgan Chase & Co. (JPM) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 97 · Annual not_reported · P · $1,001 - $15,000	May 30, 2023	Sep 14, 2026
JPM — Morgan Stanley INH IRA ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 99 · Annual not_reported · P · $1,001 - $15,000	May 30, 2023	Sep 14, 2026
JPM — JP Morgan Chase & Co. (JPM) [ST]	Not reported	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 1 · Ptr not_reported · P · $1,001 - $15,000	May 30, 2023	Sep 12, 2026
ACN — Accenture plc Class A Ordinary Shares (ACN) [ST]	Not reported	Sale (partial) Source rows (2) Combined amount unconfirmed Original ↗ · Row 1 · Ptr not_reported · S (partial) · $1,001 - $15,000 Original ↗ · Row 3 · Annual not_reported · S (partial) · $1,001 - $15,000	Apr 21, 2023	Sep 12, 2026
CSCO — Cisco Systems, Inc. - Common Stock (CSCO) [ST]	Not reported	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 9 · Annual not_reported · S · $1,001 - $15,000	Apr 20, 2023	Sep 14, 2026
Not reported — Morgan Stanley (JT) ⇒ Cisco Systems, Inc. (CSCO) [ST]	Not reported	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 45 · Annual not_reported · S · $1,001 - $15,000	Apr 20, 2023	Sep 14, 2026
Not reported — Morgan Stanley (JT) ⇒ Exxon Mobil Corporation (XOM) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 46 · Annual not_reported · P · $1,001 - $15,000	Apr 20, 2023	Sep 14, 2026
CSCO — Cisco Systems, Inc. (CSCO) [ST]	Not reported	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 1 · Ptr not_reported · S · $1,001 - $15,000	Apr 20, 2023	Sep 12, 2026
XOM — Exxon Mobil Corporation (XOM) [ST]	Not reported	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 2 · Ptr not_reported · P · $1,001 - $15,000	Apr 20, 2023	Sep 12, 2026
MSFT — Morgan Stanley INH IRA ⇒ Microsoft Corporation (MSFT) [ST]	Not reported	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 111 · Annual not_reported · S (partial) · $1,001 - $15,000	Feb 3, 2023	Sep 14, 2026
MSFT — Microsoft Corporation (MSFT) [ST]	Not reported	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 5 · Ptr not_reported · S (partial) · $1,001 - $15,000	Feb 3, 2023	Sep 12, 2026
BAX — Baxter International Inc. Common Stock (BAX) [ST]	Not reported	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 5 · Annual not_reported · S · $1,001 - $15,000	Jan 20, 2023	Sep 14, 2026
BAX — Morgan Stanley ⇒ Baxter International Inc. (BAX) [ST]	Not reported	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 35 · Annual not_reported · S · $1,001 - $15,000	Jan 20, 2023	Sep 14, 2026
BAX — Baxter International Inc. (BAX) [ST]	Not reported	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 2 · Ptr not_reported · S · $1,001 - $15,000	Jan 20, 2023	Sep 12, 2026
ELV — Morgan Stanley ⇒ Elevance Health, Inc. (ELV) [ST]	Not reported	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 36 · Annual not_reported · S (partial) · $1,001 - $15,000	Jan 3, 2023	Sep 14, 2026
ELV — Elevance Health, Inc. (ELV) [ST]	Not reported	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 3 · Ptr not_reported · S (partial) · $1,001 - $15,000	Jan 3, 2023	Sep 12, 2026
DG — Morgan Stanley ⇒ Dollar General Corporation (DG) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 15 · Annual not_reported · P · $1,001 - $15,000	Dec 21, 2022	Sep 14, 2026
MCD — Morgan Stanley ⇒ McDonald's Corporation (MCD) [ST]	Not reported	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 25 · Annual not_reported · S (partial) · $1,001 - $15,000	Dec 21, 2022	Sep 14, 2026
DG — Dollar General Corporation (DG) [ST]	Not reported	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 3 · Ptr not_reported · P · $1,001 - $15,000	Dec 21, 2022	Sep 12, 2026
MCD — McDonald's Corporation (MCD) [ST]	Not reported	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 5 · Ptr not_reported · S (partial) · $1,001 - $15,000	Dec 21, 2022	Sep 12, 2026
MA — Mastercard Incorporated (MA) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 5 · Annual not_reported · P · $1,001 - $15,000	Dec 7, 2022	Sep 14, 2026
CMCSA — Morgan Stanley ⇒ Comcast Corporation - Class A (CMCSA) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 13 · Annual not_reported · P · $1,001 - $15,000	Dec 7, 2022	Sep 14, 2026
MA — Mastercard Incorporated (MA) [ST]	Not reported	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 2 · Ptr not_reported · P · $1,001 - $15,000	Dec 7, 2022	Sep 12, 2026
CMCSA — Comcast Corporation - Class A (CMCSA) [ST]	Not reported	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 2 · Ptr not_reported · P · $1,001 - $15,000	Dec 7, 2022	Sep 12, 2026
AMZN — Morgan Stanley ⇒ Amazon.com, Inc. (AMZN) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 10 · Annual not_reported · P · $1,001 - $15,000	Nov 18, 2022	Sep 14, 2026
AMZN — Amazon.com, Inc. (AMZN) [ST]	Not reported	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 1 · Ptr not_reported · P · $1,001 - $15,000	Nov 18, 2022	Sep 12, 2026
AAPL — Morgan Stanley INH IRA ⇒ Apple Inc. (AAPL) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 53 · Annual not_reported · P · $1,001 - $15,000	Nov 17, 2022	Sep 14, 2026
AAPL — Apple Inc. (AAPL) [ST]	Not reported	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 2 · Ptr not_reported · P · $1,001 - $15,000	Nov 17, 2022	Sep 12, 2026
ACN — Accenture plc Class A Ordinary Shares (ACN) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 2 · Annual not_reported · P · $1,001 - $15,000	Oct 8, 2022	Sep 14, 2026
ACN — Accenture plc Class A Ordinary Shares (ACN) [ST]	Not reported	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 1 · Ptr not_reported · P · $1,001 - $15,000	Oct 8, 2022	Sep 12, 2026
WRK — Morgan Stanley INH IRA ⇒ Westrock Company (WRK) [ST]	Not reported	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 127 · Annual not_reported · S · $1,001 - $15,000	Sep 27, 2022	Sep 14, 2026
WRK — Westrock Company (WRK) [ST]	Not reported	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 12 · Ptr not_reported · S · $1,001 - $15,000	Sep 27, 2022	Sep 12, 2026
CMCSA — Morgan Stanley ⇒ Comcast Corporation - Class A (CMCSA) [ST]	Not reported	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 14 · Annual not_reported · S · $1,001 - $15,000	Sep 15, 2022	Sep 14, 2026
IFF — Morgan Stanley ⇒ International Flavors & Fragrances, Inc. (IFF) [ST]	Not reported	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 17 · Annual not_reported · S (partial) · $1,001 - $15,000	Sep 15, 2022	Sep 14, 2026
MA — Morgan Stanley ⇒ Mastercard Incorporated (MA) [ST]	Not reported	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 24 · Annual not_reported · S (partial) · $1,001 - $15,000	Sep 15, 2022	Sep 14, 2026
CMCSA — Comcast Corporation - Class A (CMCSA) [ST]	Not reported	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 1 · Ptr not_reported · S · $1,001 - $15,000	Sep 15, 2022	Sep 12, 2026
IFF — International Flavors & Fragrances, Inc. (IFF) [ST]	Not reported	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 5 · Ptr not_reported · S (partial) · $1,001 - $15,000	Sep 15, 2022	Sep 12, 2026
MA — Mastercard Incorporated (MA) [ST]	Not reported	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 10 · Ptr not_reported · S (partial) · $1,001 - $15,000	Sep 15, 2022	Sep 12, 2026
GOOG — Morgan Stanley INH IRA ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 49 · Annual not_reported · P · $1,001 - $15,000	Aug 10, 2022	Sep 14, 2026
AMZN — Morgan Stanley INH IRA ⇒ Amazon.com, Inc. (AMZN) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 51 · Annual not_reported · P · $1,001 - $15,000	Aug 10, 2022	Sep 14, 2026
MSFT — Morgan Stanley INH IRA ⇒ Microsoft Corporation (MSFT) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 113 · Annual not_reported · P · $1,001 - $15,000	Aug 10, 2022	Sep 14, 2026
GOOG — Alphabet Inc. - Class C Capital Stock (GOOG) [ST]	Not reported	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 1 · Ptr not_reported · P · $1,001 - $15,000	Aug 10, 2022	Sep 12, 2026
AMZN — Amazon.com, Inc. (AMZN) [ST]	Not reported	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 2 · Ptr not_reported · P · $1,001 - $15,000	Aug 10, 2022	Sep 12, 2026
MSFT — Microsoft Corporation (MSFT) [ST]	Not reported	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 6 · Ptr not_reported · P · $1,001 - $15,000	Aug 10, 2022	Sep 12, 2026
ABT — Morgan Stanley ⇒ Abbott Laboratories (ABT) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 9 · Annual not_reported · P · $1,001 - $15,000	Jul 15, 2022	Sep 14, 2026
BAX — Morgan Stanley ⇒ Baxter International Inc. (BAX) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 12 · Annual not_reported · P · $1,001 - $15,000	Jul 15, 2022	Sep 14, 2026
WMT — Morgan Stanley ⇒ Walmart Inc. (WMT) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 43 · Annual not_reported · P · $1,001 - $15,000	Jul 15, 2022	Sep 14, 2026
TJX — Morgan Stanley INH IRA ⇒ TJX Companies, Inc. (TJX) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 122 · Annual not_reported · P · $1,001 - $15,000	Jul 15, 2022	Sep 14, 2026
TJX — TJX Companies, Inc. (TJX) [ST]	Not reported	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 4 · Ptr not_reported · P · $1,001 - $15,000	Jul 15, 2022	Sep 12, 2026
ABT — Abbott Laboratories (ABT) [ST]	Not reported	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 1 · Ptr not_reported · P · $1,001 - $15,000	Jul 15, 2022	Sep 12, 2026

All disclosures

50 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.

Filed	Report	Holdings date	Availability
Aug 12, 2026	Robert J. Wittman — Annual report filed 2026-08-12 Annual	Dec 31, 2025	Needs review
Jul 10, 2026	Robert J. Wittman — PTR filed 2026-07-10 Ptr	Not established	Parsed
May 12, 2026	Robert J. Wittman — Financial disclosure (X) filed 2026-05-12 Financial	Not established	Parsed
Aug 13, 2025	Robert J. Wittman — Annual report filed 2025-08-13 Annual	Dec 31, 2024	Needs review
Apr 28, 2025	Robert J. Wittman — Financial disclosure (X) filed 2025-04-28 Financial	Not established	Parsed
Aug 13, 2024	Robert J. Wittman — Annual report filed 2024-08-13 Annual	Dec 31, 2023	Needs review
Apr 29, 2024	Robert J. Wittman — Financial disclosure (X) filed 2024-04-29 Financial	Not established	Parsed
Oct 19, 2023	Robert J. Wittman — PTR filed 2023-10-19 Ptr	Not established	Parsed
Sep 30, 2023	Robert J. Wittman — PTR filed 2023-09-30 Ptr	Not established	Parsed
Aug 13, 2023	Robert J. Wittman — Annual report filed 2023-08-13 Annual	Dec 31, 2022	Needs review
Aug 13, 2023	Robert J. Wittman — PTR filed 2023-08-13 Ptr	Not established	Parsed
Jun 9, 2023	Robert J. Wittman — PTR filed 2023-06-09 Ptr	Not established	Parsed
May 11, 2023	Robert J. Wittman — Financial disclosure (X) filed 2023-05-11 Financial	Not established	Parsed
May 7, 2023	Robert J. Wittman — PTR filed 2023-05-07 Ptr	Not established	Parsed
Mar 5, 2023	Robert J. Wittman — PTR filed 2023-03-05 Ptr	Not established	Parsed
Feb 15, 2023	Robert J. Wittman — PTR filed 2023-02-15 Ptr	Not established	Parsed
Jan 5, 2023	Robert J. Wittman — PTR filed 2023-01-05 Ptr	Not established	Needs review
Dec 8, 2022	Robert J. Wittman — PTR filed 2022-12-08 Ptr	Not established	Parsed
Oct 5, 2022	Robert J. Wittman — PTR filed 2022-10-05 Ptr	Not established	Parsed
Sep 10, 2022	Robert J. Wittman — PTR filed 2022-09-10 Ptr	Not established	Parsed
Aug 10, 2022	Robert J. Wittman — PTR filed 2022-08-10 Ptr	Not established	Parsed
Jul 8, 2022	Robert J. Wittman — PTR filed 2022-07-08 Ptr	Not established	Parsed
Jun 4, 2022	Robert J. Wittman — PTR filed 2022-06-04 Ptr	Not established	Parsed
May 14, 2022	Robert J. Wittman — Annual report filed 2022-05-14 Annual	Dec 31, 2021	Needs review
May 13, 2022	Robert J. Wittman — PTR filed 2022-05-13 Ptr	Not established	Parsed
Apr 9, 2022	Robert J. Wittman — PTR filed 2022-04-09 Ptr	Not established	Parsed
Mar 9, 2022	Robert J. Wittman — PTR filed 2022-03-09 Ptr	Not established	Parsed
Feb 13, 2022	Robert J. Wittman — PTR filed 2022-02-13 Ptr	Not established	Parsed
Jan 9, 2022	Robert J. Wittman — PTR filed 2022-01-09 Ptr	Not established	Parsed
Oct 18, 2021	Robert J. Wittman — PTR filed 2021-10-18 Ptr	Not established	Parsed
Sep 23, 2021	Robert J. Wittman — PTR filed 2021-09-23 Ptr	Not established	Parsed
Aug 24, 2021	Robert J. Wittman — Annual report filed 2021-08-24 Annual	Dec 31, 2020	Needs review
Jun 8, 2021	Robert J. Wittman — PTR filed 2021-06-08 Ptr	Not established	Parsed
May 12, 2021	Robert J. Wittman — PTR filed 2021-05-12 Ptr	Not established	Parsed
Apr 26, 2021	Robert J. Wittman — Financial disclosure (X) filed 2021-04-26 Financial	Not established	Parsed
Apr 12, 2021	Robert J. Wittman — PTR filed 2021-04-12 Ptr	Not established	Parsed
Mar 17, 2021	Robert J. Wittman — PTR filed 2021-03-17 Ptr	Not established	Parsed
Feb 22, 2021	Robert J. Wittman — PTR filed 2021-02-22 Ptr	Not established	Parsed
Jan 26, 2021	Robert J. Wittman — PTR filed 2021-01-26 Ptr	Not established	Parsed
Jan 19, 2021	Robert J. Wittman — PTR filed 2021-01-19 Ptr	Not established	Parsed
Dec 15, 2020	Robert J. Wittman — PTR filed 2020-12-15 Ptr	Not established	Parsed
Nov 19, 2020	Robert J. Wittman — PTR filed 2020-11-19 Ptr	Not established	Parsed
Aug 13, 2020	Robert J. Wittman — Annual report filed 2020-08-13 Annual	Dec 31, 2019	Needs review
Jul 7, 2020	Robert J. Wittman — PTR filed 2020-07-07 Ptr	Not established	Parsed
Jun 8, 2020	Robert J. Wittman — PTR filed 2020-06-08 Ptr	Not established	Parsed
May 14, 2020	Robert J. Wittman — PTR filed 2020-05-14 Ptr	Not established	Parsed
Apr 15, 2020	Robert J. Wittman — Financial disclosure (X) filed 2020-04-15 Financial	Not established	Parsed
Apr 13, 2020	Robert J. Wittman — PTR filed 2020-04-13 Ptr	Not established	Parsed
Mar 9, 2020	Robert J. Wittman — PTR filed 2020-03-09 Ptr	Not established	Parsed
Feb 12, 2020	Robert J. Wittman — PTR filed 2020-02-12 Ptr	Not established	Parsed