Shelley M Capito

Estimate as of Oct 26, 2026

Republican · Capito, Shelley Moore (Senator)

Wikipedia biography ↗Years Elected: About 25.8Rank: #70

Service dates

Federal elected service; earlier service not yet verified.

Jan 3, 2001 – Jan 3, 2003
Jan 7, 2003 – Jan 3, 2005
Jan 4, 2005 – Jan 3, 2007
Jan 4, 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

13.52%

Cumulative estimated return

SPY: 13.01%
Outperformance: 0.51 percentage points

2025-10-24 – 2026-10-26

Missing information

2 trades outside the available price history.
192 rows without a saved price.
31 sales exceeding observed holdings (unmatched amount omitted).
344 annual source rows remain unresolved or superseded; excluded from usable transactions.

3 years

44.99%

Cumulative estimated return

SPY: 85.52%
Outperformance: -40.53 percentage points

2023-10-26 – 2026-10-26

Missing information

2 trades outside the available price history.
192 rows without a saved price.
31 sales exceeding observed holdings (unmatched amount omitted).
344 annual source rows remain unresolved or superseded; excluded from usable transactions.

5 years

25.80%

Cumulative estimated return

SPY: 67.86%
Outperformance: -42.06 percentage points

2021-10-26 – 2026-10-26

Missing information

2 trades outside the available price history.
192 rows without a saved price.
31 sales exceeding observed holdings (unmatched amount omitted).
344 annual source rows remain unresolved or superseded; excluded from usable transactions.

As of Oct 26, 2026. 246 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
IBM	Spouse	$15,001 - $50,000	Unavailable	Unavailable	Unavailable	Unavailable
MSFT	Spouse	None (or less than $1,001)	Unavailable	Unavailable	$507.12Nov 2, 2026	Unavailable
UBSI	Spouse	$100,001 - $250,000	Unavailable	Unavailable	$49.31Nov 2, 2026	Unavailable
WFC	Spouse	None (or less than $1,001)	Unavailable	Unavailable	$85.89Nov 2, 2026	Unavailable
NYSE	Spouse	$15,001 - $50,000	Unavailable	Unavailable	Unavailable	Unavailable
NYSE	Spouse	$15,001 - $50,000	Unavailable	Unavailable	Unavailable	Unavailable
NYSE	Spouse	$15,001 - $50,000	Unavailable	Unavailable	Unavailable	Unavailable
NYSE	Spouse	$15,001 - $50,000	Unavailable	Unavailable	Unavailable	Unavailable
NASDAQ	Spouse	$100,001 - $250,000	Unavailable	Unavailable	Unavailable	Unavailable
NASDAQ	Spouse	$15,001 - $50,000	Unavailable	Unavailable	Unavailable	Unavailable
NYSE	Spouse	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
—	Spouse	$50,001 - $100,000	Unavailable	Unavailable	Unavailable	Unavailable
AFL	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$124.59Nov 2, 2026	Unavailable
ADI	Spouse	$15,001 - $50,000	Unavailable	Unavailable	$412.85Nov 2, 2026	Unavailable
ADP	Spouse	$15,001 - $50,000	Unavailable	Unavailable	$298.78Nov 2, 2026	Unavailable
CVX	Spouse	$15,001 - $50,000	Unavailable	Unavailable	$227.77Nov 2, 2026	Unavailable
CB	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$368.98Nov 2, 2026	Unavailable
CL	Spouse	None (or less than $1,001)	Unavailable	Unavailable	$97.43Nov 2, 2026	Unavailable
EMR	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$165.96Nov 2, 2026	Unavailable
NYSE	Spouse	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
GD	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$373.46Nov 2, 2026	Unavailable
LHX	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$278.96Nov 2, 2026	Unavailable
ITW	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$290.05Nov 2, 2026	Unavailable
JNJ	Spouse	$15,001 - $50,000	Unavailable	Unavailable	Unavailable	Unavailable
LOW	Spouse	$15,001 - $50,000	Unavailable	Unavailable	$218.15Nov 2, 2026	Unavailable
MCD	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$265.64Nov 2, 2026	Unavailable
MSFT	Spouse	$50,001 - $100,000	Unavailable	Unavailable	$507.12Nov 2, 2026	Unavailable
NEE	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$85.03Nov 2, 2026	Unavailable
PAYX	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$115.49Nov 2, 2026	Unavailable
PEP	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$140.42Nov 2, 2026	Unavailable
PSX	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$275.04Nov 2, 2026	Unavailable
PG	Spouse	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
TGT	Spouse	None (or less than $1,001)	Unavailable	Unavailable	$158.38Nov 2, 2026	Unavailable
WMT	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$127.69Nov 2, 2026	Unavailable
NYSE	Spouse	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
ABT	Spouse	$15,001 - $50,000	Unavailable	Unavailable	$110.16Nov 2, 2026	Unavailable
AMGN	Spouse	$15,001 - $50,000	Unavailable	Unavailable	$465.45Nov 2, 2026	Unavailable
BLK	Spouse	$15,001 - $50,000	Unavailable	Unavailable	$1167.15Nov 2, 2026	Unavailable
NKE	Spouse	None (or less than $1,001)	Unavailable	Unavailable	$39.12Nov 2, 2026	Unavailable
ACN	Spouse	$15,001 - $50,000	Unavailable	Unavailable	$260.94Nov 2, 2026	Unavailable
CSCO	Spouse	$15,001 - $50,000	Unavailable	Unavailable	$101.61Nov 2, 2026	Unavailable
JPM	Spouse	$15,001 - $50,000	Unavailable	Unavailable	$340.58Nov 2, 2026	Unavailable
CMCSA	Spouse	None (or less than $1,001)	Unavailable	Unavailable	$23.87Nov 2, 2026	Unavailable
AAPL	Spouse	$50,001 - $100,000	Unavailable	Unavailable	$338.32Nov 2, 2026	Unavailable
LIN	Spouse	$15,001 - $50,000	Unavailable	Unavailable	$519.72Nov 2, 2026	Unavailable
AMT	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$188.30Nov 2, 2026	Unavailable
UNH	Spouse	None (or less than $1,001)	Unavailable	Unavailable	$400.44Nov 2, 2026	Unavailable
PPG	Spouse	None (or less than $1,001)	Unavailable	Unavailable	Unavailable	Unavailable
CMS	Spouse	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
COST	Spouse	$1,001 - $15,000	Unavailable	Unavailable	$1040.55Nov 2, 2026	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
HBAN - Huntington Bancshares Incorporated (NASDAQ)	joint	461.1239193083573487031700288	7253.48
ADI - Analog Devices	self	29.50036873156342182890855457	12034.09
AMGN - Amgen Inc. - Common Stock	self	24.44318841465277565610583239	10868.17
AUB - Atlantic Union Bankshares Corporation	self	1147.337110481586402266288952	45595.18
BAC - Bank of America Corporation Common Stock	self	145.4636363636363636363636364	7348.82
CCEP - Coca-Cola European Partners plc	self	144.6221981200289226319595083	16239.63
CSCO - Cisco Systems, Inc. (NASDAQ)	self	103.8621316370245358951058029	11449.76
CVS - CVS Health Corporation Common Stock	self	100.8127520161290322580645161	9328.20
DIS - The Walt Disney Company (NYSE)	self	70.32170167882570097565263250	7763.52
ENB - Enbridge Inc.	self	11.78411501296252651425877917	568.70
FERG - Ferguson Plc	self	35.93630687688092350536765036	8248.10
GD - General Dynamics Corporation	self	23.76433196696964296322699459	8484.82
GILD - Gilead Sciences, Inc. - Common Stock	self	65.18249959263483786866547173	10343.81
GIS - General Mills, Inc.	self	125.4586796299200250901677905	4227.96
GWW - W.W. Grainger, Inc.	self	7.928744859025816361924582528	10764.06
HAS - Hasbro, Inc. - Common Stock	self	78.60581646688936922774611908	9272.34
ITW - Illinois Tool Works Inc.	self	32.48274462038164839626471782	8972.38
LHX - L3Harris Technologies, Inc.	self	27.25244405082263174030043942	7091.90
LMT - Lockheed Martin Corporation	self	16.54123679368164244216097753	10506.99
LOW - Lowe's Companies, Inc.	self	66.35014098523801625476861834	13151.92
MDLZ - Mondelez International, Inc.	self	148.6253018762771688649451978	9358.94
MDT - Medtronic plc	self	83.28648761190922340204039142	7894.73
MRK - Merck & Co., Inc.	self	76.00703021090632718981569447	10687.35
MSFT - Microsoft Corporation	self	33.08589388362764153674372442	17621.55
NEE - NextEra Energy, Inc.	self	99.65744892874937717987045341	8175.90
NSC - Norfolk Southern Corporation	self	27.71023829315599889165973954	9254.94
PFE - Pfizer Inc.	self	156.1377829820452771272443404	4651.34
QCOM - QUALCOMM Incorporated - Common Stock	self	46.77287342882198187664425607	8400.41
QSR - Restaurant Brands International Inc	self	117.2578044848307196247984757	8733.36
RPM - RPM International Inc. Common Stock	self	76.92788461538461538461538462	7534.32
SJM - The J. M. Smucker Company	self	72.65256084271703596077006902	9346.03
SNA - Snap-On Incorporated Common Stock	self	23.21677307022634939059779454	8308.82
T - AT&T Inc.	self	368.5615593880389055071269193	7684.51
TFC - Truist Financial Corporation	self	2184.535663483031904084535664	106845.64
TRV - The Travelers Companies, Inc. (NYSE)	self	603.3251741019099496655864304	241432.63
UBSI - United Bankshares Inc.	self	208.3463541666666666666666667	10192.30
VZ - Verizon Communications Inc. (NYSE)	self	196.4276945740240608887797692	8466.03
WFC - Wells Fargo & Company	self	85.84227467811158798283261803	7094.86
WMB - Williams Companies, Inc. (The) Common Stock	self	133.0976543004491765097321577	9549.76
Apple Inc. - Common Stock	spouse	221.8617490609006033859025097	76300.47
ABT - Abbott Laboratories	spouse	259.4021869263309122835022747	27206.10
ACN - Accenture plc	spouse	121.1349235929929183749534104	29948.19
Analog Devices, Inc. - Common Stock	spouse	95.23479183018952140103660339	38849.13
ADP - Automatic Data Processing, Inc. (NASDAQ)	spouse	126.3480153947828791354041131	38045.91
AFL - AFLAC Inc. (NYSE)	spouse	72.55373174934252289834043711	8773.92
AMGN - Amgen Inc.	spouse	99.29577464788732394366197183	44149.88
AMT - American Tower Corporation (REIT)	spouse	45.56871902944694423876516489	8579.68
APD - Air Products & Chemicals Inc. (NYSE)	spouse	1.734485031394179068234641135	530.27
Broadcom Inc. - Common Stock	spouse	96.09845764994359553510013261	31632.73
American Express Company Common Stock	spouse	113.9973402443558791691068137	35914.86
BDX - Becton, Dickinson and Company (NYSE)	spouse	2.802532233604738028254905777	550.39
BlackRock, Inc. Common Stock	spouse	23.00976254799364561977384584	25947.19
CARR - Carrier Global Corporation	spouse	13.25556733828207847295864263	748.14
CB - The Chubb Corporation (NYSE)	spouse	25.63276944764834038190439575	9144.23
CL - Colgate-Palmolive Co. (NYSE)	spouse	6.327512022272842318400404961	589.09
CMCSA - Comcast Corporation	spouse	17.85593844095012063983247776	393.72
COST - Costco Wholesale Corporation - Common Stock	spouse	9.277663102720504673330704826	9325.54
Cisco Systems, Inc. - Common Stock	spouse	350.6016143265977068483828694	38650.32
CSL - Carlisle Companies Inc	spouse	25.01250547114362533608453698	8653.58
CVX - Chevron Corporation (NYSE)	spouse	213.2438816350633160553769438	49474.71
UnitedHealth Group Incorporated Common Stock (DE)	spouse	23.26132464964819445252078851	14916.32
EMR - Emerson Electric Co. (NYSE)	spouse	60.28104279686558167570825799	9747.44
ES - Eversource Energy (NYSE)	spouse	8.706251088281386035173254397	588.11
GD - General Dynamics Corporation (NYSE)	spouse	23.76433196696964296322699459	8484.82
GOOGL - Alphabet Inc. - Class A Common Stock	spouse	103.8354632587859424920127796	32895.07
GWW - W.W. Grainger, Inc. Common Stock	spouse	7.928744859025816361924582528	10764.06
Intel Corporation - Common Stock	spouse	140.9456375502588596298480766	12751.35
Illinois Tool Works Inc. Common Stock	spouse	5.32189453890419049295130120	1470.01
JPM - JPMorgan Chase & Co.	spouse	100.8643163056296939978896406	33692.72
LHX - L3Harris Technologies, Inc.	spouse	27.25244405082263174030043942	7091.90
LIN - Linde plc	spouse	76.22247238443678322662351368	38687.48
LLY - Eli Lilly and Company Common Stock	spouse	30.24202553318197044701678639	38683.78
LOW - Lowe's Companies Inc. (NYSE)	spouse	134.7673743572731796317797313	26713.59
Mastercard Incorporated Common Stock	spouse	16.19534412955465587044534413	9935.84
MCD - McDonald's Corp. (NYSE)	spouse	26.17707685763832084546674083	6566.00
META - Meta Platforms, Inc. - Class A Common Stock	spouse	49.23646775439712766440939872	31046.55
MMM - 3M Company (NYSE)	spouse	4.986928785857234983160971157	861.69
Microsoft Corporation - Common Stock	spouse	74.40446482453420439519462103	39627.82
NEE - NextEra Energy, Inc. (NYSE)	spouse	99.65744892874937717987045341	8175.90
NKE - NIKE, Inc.	spouse	7.848061528802385810704755925	297.52
OTIS - Otis Worldwide Corporation	spouse	7.401924500370096225018504811	557.14
PEP - Pepsico, Inc. (NYSE)	spouse	55.74484392419175027870680045	7551.20
PII - Polaris Industries Inc. (NYSE)	spouse	5.247691015952980688497061293	289.41
PLD - Prologis, Inc. Common Stock	spouse	62.67037443208522638257872474	7915.89
PNC Financial Services Group, Inc. (The) Common Stock	spouse	39.47160688736494153633627707	8914.27
PSX - Phillips 66 (NYSE)	spouse	62.00015499070055796652200868	17908.74
Starbucks Corp	spouse	10.93234045433464917541611053	1122.64
SHW - Sherwin-Williams Company (The) Common Stock	spouse	24.69061506650618769866987625	8275.31
SPGI - S&P Global Inc	spouse	16.18566107464744374664177285	7294.07
SYY - Sysco Corporation (NYSE)	spouse	6.365372374283895607893061744	522.98
TGT - Target Corp. (NYSE)	spouse	5.115089514066496163682864450	759.74
UBSI - United Bankshares, Inc. - Common Stock	spouse	9114.6093750	445886.69
UNH - UnitedHealth Group Incorporated	spouse	1.514646632940534973190754597	622.07
VTRS - Viatris Inc.	spouse	426.9210245464247598719316969	7808.39
WFC - Wells Fargo & Company Common Stock	spouse	5.364806866952789699570815451	443.40
WMT - Wal-Mart Stores Inc. (NYSE)	spouse	71.81132752894713221434341621	8638.18
XOM - Exxon Mobil Corporation (NYSE)	spouse	66.48246634535482798736912082	12268.67

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
CSCO	Spouse	Dec 1, 2023	$48.47	Jul 21, 2026	$112.18	131.44%
AVGO	Spouse	Jul 1, 2024	$164.08	Apr 13, 2026	$379.75	131.44%
AVGO	Spouse	Aug 27, 2024	$161.39	Apr 13, 2026	$379.75	135.30%
SBUX	Spouse	Feb 23, 2024	$95.62	Jan 28, 2026	$95.16	-0.48%
GOOGL	Spouse	Apr 29, 2025	$160.16	Dec 16, 2025	$306.57	91.41%
CVX	Spouse	Dec 1, 2023	$144.81	Oct 17, 2025	$153.08	5.71%
AVGO	Spouse	Jul 1, 2024	$164.08	Jul 18, 2025	$283.34	72.68%
NKE	Spouse	Aug 28, 2024	$82.79	Apr 10, 2025	$54.40	-34.29%
UNH	Spouse	Sep 22, 2023	$506.10	Dec 20, 2024	$500.13	-1.18%
ACN	Spouse	Sep 22, 2023	$316.09	Sep 20, 2024	$336.22	6.37%
NKE	Spouse	Jun 14, 2023	$112.86	Sep 20, 2024	$86.52	-23.34%
NKE	Spouse	Aug 28, 2024	$82.79	Sep 20, 2024	$86.52	4.51%
SPGI	Spouse	Sep 27, 2023	$343.40	Apr 9, 2024	$411.45	19.81%
ACN	Spouse	Sep 22, 2023	$316.09	Dec 19, 2023	$341.51	8.04%

All trades

204 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
MSFT — Microsoft Corporation - Common Stock	Spouse	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 4 · Ptr spouse · Sale (Partial) · $1,001 - $15,000	Jun 22, 2023	Sep 12, 2026
NKE — Nike, Inc. Common Stock	Spouse	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 5 · Ptr spouse · Purchase · $1,001 - $15,000	Jun 14, 2023	Sep 12, 2026
AAPL — Apple Inc. - Common Stock	Spouse	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 6 · Ptr spouse · Purchase · $1,001 - $15,000	Jun 14, 2023	Sep 12, 2026
CLX — Clorox Company (The) Common Stock	Spouse	Sale (full) Source rows (1) $1,001 - $15,000 Original ↗ · Row 7 · Ptr spouse · Sale (Full) · $1,001 - $15,000	Jun 14, 2023	Sep 12, 2026
MSFT — Microsoft Corporation - Common Stock	Spouse	Sale (partial) Source rows (1) $15,001 - $50,000 Original ↗ · Row 1 · Ptr spouse · Sale (Partial) · $15,001 - $50,000	Jun 12, 2023	Sep 12, 2026
CB — Chubb Limited Common Stock	Spouse	Sale (full) Source rows (1) $1,001 - $15,000 Original ↗ · Row 2 · Ptr spouse · Sale (Full) · $1,001 - $15,000	Jun 12, 2023	Sep 12, 2026
AMGN — Amgen Inc. - Common Stock	Spouse	Sale (full) Source rows (1) $1,001 - $15,000 Original ↗ · Row 3 · Ptr spouse · Sale (Full) · $1,001 - $15,000	Jun 12, 2023	Sep 12, 2026
WMT — Walmart Inc. Common Stock	Spouse	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 8 · Ptr spouse · Sale (Partial) · $1,001 - $15,000	Jun 7, 2023	Sep 12, 2026
Not reported — Wells Fargo & Company Common Stock	Spouse	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 1 · Ptr spouse · Sale (Partial) · $1,001 - $15,000	May 10, 2023	Sep 12, 2026
XOM — Exxon Mobil Corporation Common Stock	Spouse	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 2 · Ptr spouse · Sale (Partial) · $1,001 - $15,000	May 10, 2023	Sep 12, 2026
C — Citigroup, Inc. Common Stock	Spouse	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 3 · Ptr spouse · Sale (Partial) · $1,001 - $15,000	May 10, 2023	Sep 12, 2026
BMY — Bristol-Myers Squibb Company Common Stock	Spouse	Sale (full) Source rows (1) $1,001 - $15,000 Original ↗ · Row 4 · Ptr spouse · Sale (Full) · $1,001 - $15,000	May 10, 2023	Sep 12, 2026
UPS — United Parcel Service, Inc. Common Stock	Spouse	Sale (full) Source rows (1) $1,001 - $15,000 Original ↗ · Row 1 · Ptr spouse · Sale (Full) · $1,001 - $15,000	Apr 4, 2023	Sep 12, 2026
MCD — McDonald's Corporation Common Stock	Spouse	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 2 · Ptr spouse · Sale (Partial) · $1,001 - $15,000	Apr 4, 2023	Sep 12, 2026
DUK — Duke Energy Corporation (Holding Company) Common S	Spouse	Sale (full) Source rows (1) $15,001 - $50,000 Original ↗ · Row 3 · Ptr spouse · Sale (Full) · $15,001 - $50,000	Apr 4, 2023	Sep 12, 2026
Not reported — wells fargo	Spouse	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 1 · Ptr spouse · Sale (Partial) · $1,001 - $15,000	Feb 23, 2023	Sep 12, 2026
Not reported — chevron	Spouse	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 2 · Ptr spouse · Purchase · $1,001 - $15,000	Feb 6, 2023	Sep 12, 2026
Not reported — AXAHY	Self	Sale (full) Source rows (1) $1,001 - $15,000 Original ↗ · Row 2 · Ptr self · Sale (Full) · $1,001 - $15,000	Dec 29, 2022	Sep 12, 2026
Not reported — WFC	Spouse	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 3 · Ptr spouse · Sale (Partial) · $1,001 - $15,000	Dec 29, 2022	Sep 12, 2026
VFC — V.F. Corporation Common Stock	Spouse	Sale (full) Source rows (1) $1,001 - $15,000 Original ↗ · Row 1 · Ptr spouse · Sale (Full) · $1,001 - $15,000	Dec 15, 2022	Sep 12, 2026
WFC — Wells Fargo & Company Common Stock	Spouse	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 10 · Ptr spouse · Sale (Partial) · $1,001 - $15,000	Oct 19, 2022	Sep 12, 2026
UNH — UnitedHealth Group Incorporated Common Stock (DE)	Spouse	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 1 · Ptr spouse · Sale (Partial) · $1,001 - $15,000	Oct 17, 2022	Sep 12, 2026
JPM — JP Morgan Chase & Co. Common Stock	Spouse	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 2 · Ptr spouse · Sale (Partial) · $1,001 - $15,000	Oct 17, 2022	Sep 12, 2026
MSFT — Microsoft Corporation - Common Stock	Spouse	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 3 · Ptr spouse · Sale (Partial) · $1,001 - $15,000	Oct 17, 2022	Sep 12, 2026
LOW — Lowe's Companies, Inc. Common Stock	Spouse	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 4 · Ptr spouse · Sale (Partial) · $1,001 - $15,000	Oct 17, 2022	Sep 12, 2026
LIN — Linde plc Ordinary Share	Spouse	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 5 · Ptr spouse · Sale (Partial) · $1,001 - $15,000	Oct 17, 2022	Sep 12, 2026
JNJ — Johnson & Johnson Common Stock	Spouse	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 6 · Ptr spouse · Sale (Partial) · $1,001 - $15,000	Oct 17, 2022	Sep 12, 2026
BLK — BlackRock, Inc. Common Stock	Spouse	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 7 · Ptr spouse · Sale (Partial) · $1,001 - $15,000	Oct 17, 2022	Sep 12, 2026
AAPL — Apple Inc. - Common Stock	Spouse	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 8 · Ptr spouse · Sale (Partial) · $1,001 - $15,000	Oct 17, 2022	Sep 12, 2026
AFL — AFLAC Incorporated Common Stock	Spouse	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 9 · Ptr spouse · Sale (Partial) · $1,001 - $15,000	Oct 17, 2022	Sep 12, 2026
GWW — W.W. Grainger, Inc. Common Stock	Spouse	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 1 · Ptr spouse · Purchase · $1,001 - $15,000	Jul 11, 2022	Sep 12, 2026
COST — Costco Wholesale Corporation - Common Stock	Spouse	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 2 · Ptr spouse · Purchase · $1,001 - $15,000	Jul 1, 2022	Sep 12, 2026
MMM — 3M Company Common Stock	Spouse	Sale (full) Source rows (1) $1,001 - $15,000 Original ↗ · Row 3 · Ptr spouse · Sale (Full) · $1,001 - $15,000	Jun 30, 2022	Sep 12, 2026
MSFT — Microsoft Corporation - Common Stock	Spouse	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 5 · Ptr spouse · Sale (Partial) · $1,001 - $15,000	Jun 17, 2022	Sep 12, 2026
IBM — International Business Machines Corporat	Spouse	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 6 · Ptr spouse · Sale (Partial) · $1,001 - $15,000	Jun 17, 2022	Sep 12, 2026
INTC — Intel Corporation - Common Stock	Spouse	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 7 · Ptr spouse · Sale (Partial) · $1,001 - $15,000	Jun 17, 2022	Sep 12, 2026
KO — Coca-Cola Company (The) Common Stock	Spouse	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 8 · Ptr spouse · Sale (Partial) · $1,001 - $15,000	Jun 17, 2022	Sep 12, 2026
BMY — Bristol-Myers Squibb Company Common Stock	Spouse	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 9 · Ptr spouse · Sale (Partial) · $1,001 - $15,000	Jun 17, 2022	Sep 12, 2026
INTC — Intel Corporation - Common Stock	Spouse	Sale (full) Source rows (1) $15,001 - $50,000 Original ↗ · Row 1 · Ptr spouse · Sale (Full) · $15,001 - $50,000	Jun 16, 2022	Sep 12, 2026
F — Ford Motor Company Common Stock	Spouse	Sale (full) Source rows (1) $1,001 - $15,000 Original ↗ · Row 2 · Ptr spouse · Sale (Full) · $1,001 - $15,000	Jun 16, 2022	Sep 12, 2026
CMS — CMS Energy Corporation Common Stock	Spouse	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 4 · Ptr spouse · Purchase · $1,001 - $15,000	Jun 1, 2022	Sep 12, 2026
NEE — NextEra Energy, Inc. Common Stock	Spouse	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 1 · Ptr spouse · Sale (Partial) · $1,001 - $15,000	May 26, 2022	Sep 12, 2026
WEC — WEC Energy Group, Inc. Common Stock	Spouse	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 2 · Ptr spouse · Sale (Partial) · $1,001 - $15,000	May 25, 2022	Sep 12, 2026
NEE — NextEra Energy, Inc. Common Stock	Spouse	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 1 · Ptr spouse · Sale (Partial) · $1,001 - $15,000	Feb 24, 2022	Sep 12, 2026
MSFT — Microsoft Corporation - Common Stock	Spouse	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 2 · Ptr spouse · Sale (Partial) · $1,001 - $15,000	Feb 24, 2022	Sep 12, 2026
LHX — L3Harris Technologies, Inc. Common Stock	Spouse	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 3 · Ptr spouse · Sale (Partial) · $1,001 - $15,000	Feb 24, 2022	Sep 12, 2026
LOW — Lowe's Companies, Inc. Common Stock	Spouse	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 4 · Ptr spouse · Sale (Partial) · $1,001 - $15,000	Feb 24, 2022	Sep 12, 2026
AAPL — Apple Inc. - Common Stock	Spouse	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 5 · Ptr spouse · Sale (Partial) · $1,001 - $15,000	Feb 24, 2022	Sep 12, 2026
SMFG — Sumitomo Mitsui Financial Group Inc Unsponsored Am	Self	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 2 · Ptr self · Sale (Partial) · $1,001 - $15,000	Dec 28, 2021	Sep 12, 2026
VZ — Verizon Communications Inc. Common Stock	Self	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 2 · Ptr self · Sale (Partial) · $1,001 - $15,000	Dec 28, 2021	Sep 12, 2026

All disclosures

72 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
Jan 21, 2022	Shelley M Capito — Periodic Transaction Report for 01/15/2022 (Amendment 1) Ptr · Amendment to 07abe8a76ba5ce455319a39a391a71a4b17ab349f52e6aad624af36690a2a716	Not established	Parsed
Jan 21, 2022	Shelley M Capito — Periodic Transaction Report for 01/21/2022 Ptr	Not established	Parsed
Jan 15, 2022	Shelley M Capito — Periodic Transaction Report for 01/15/2022 Ptr	Not established	Parsed
Nov 12, 2021	Shelley M Capito — Periodic Transaction Report for 11/12/2021 Ptr	Not established	Parsed
Oct 18, 2021	Shelley M Capito — Annual Report for CY 2020 (Amendment 1) Annual · Amendment awaiting reconciliation	Dec 31, 2020	Needs review
Sep 15, 2021	Shelley M Capito — Periodic Transaction Report for 09/15/2021 Ptr	Not established	Parsed
Aug 11, 2021	Shelley M Capito — Periodic Transaction Report for 08/11/2021 Ptr	Not established	Parsed
Jul 16, 2021	Shelley M Capito — Periodic Transaction Report for 07/16/2021 Ptr	Not established	Parsed
Jun 8, 2021	Shelley M Capito — Periodic Transaction Report for 06/08/2021 Ptr	Not established	Parsed
May 19, 2021	Shelley M Capito — Periodic Transaction Report for 05/19/2021 Ptr	Not established	Parsed
May 17, 2021	Shelley M Capito — Annual Report for CY 2020 Annual	Dec 31, 2020	Needs review
May 16, 2021	Shelley M Capito — Annual Report for 2020 Due Date Extension 1 Annual	Not established	Parsed
Apr 12, 2021	Shelley M Capito — Periodic Transaction Report for 04/12/2021 Ptr	Not established	Parsed
Mar 14, 2021	Shelley M Capito — Periodic Transaction Report for 03/14/2021 Ptr	Not established	Parsed
Jan 12, 2021	Shelley M Capito — Periodic Transaction Report for 01/12/2021 Ptr	Not established	Parsed
Aug 6, 2020	Shelley M Capito — Annual Report for CY 2019 Annual	Dec 31, 2019	Needs review
Jul 14, 2020	Shelley M Capito — Periodic Transaction Report for 07/14/2020 Ptr	Not established	Parsed
May 14, 2020	Shelley M Capito — Periodic Transaction Report for 05/14/2020 Ptr	Not established	Parsed
Apr 29, 2020	Shelley M Capito — Periodic Transaction Report for 04/29/2020 Ptr	Not established	Parsed
Apr 16, 2020	Shelley M Capito — Annual Report for 2019 Due Date Extension 1 Annual	Not established	Parsed
Jan 27, 2020	Shelley M Capito — Periodic Transaction Report for 01/27/2020 Ptr	Not established	Parsed
Jan 12, 2020	Shelley M Capito — Periodic Transaction Report for 01/12/2020 Ptr	Not established	Parsed