Republican · Capito, Shelley Moore (Senator)
Wikipedia biography ↗Years Elected: About 25.8Rank: #70
Federal elected service; earlier service not yet verified.
13.52%
Cumulative estimated return
SPY: 13.01%
Outperformance: 0.51 percentage points
2025-10-24 – 2026-10-26
44.99%
Cumulative estimated return
SPY: 85.52%
Outperformance: -40.53 percentage points
2023-10-26 – 2026-10-26
25.80%
Cumulative estimated return
SPY: 67.86%
Outperformance: -42.06 percentage points
2021-10-26 – 2026-10-26
As of Oct 26, 2026. 246 parsed trades. Ranks use three-year return.
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.
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 |
|---|---|---|---|---|---|---|
| HBAN | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $16.01Nov 2, 2026 | Unavailable |
| AUB | Self | $15,001 - $50,000 | Unavailable | Unavailable | $40.40Nov 2, 2026 | Unavailable |
| CSCO | Self | $1,001 - $15,000 | Unavailable | Unavailable | $101.61Nov 2, 2026 | Unavailable |
| NYSE | Self | $50,001 - $100,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| DIS | Self | $1,001 - $15,000 | Unavailable | Unavailable | $113.11Nov 2, 2026 | Unavailable |
| DUK | Self | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| TRV | Self | $100,001 - $250,000 | Unavailable | Unavailable | $398.80Nov 2, 2026 | Unavailable |
| TFC | Self | $15,001 - $50,000 | Unavailable | Unavailable | $50.17Nov 2, 2026 | Unavailable |
| VZ | Self | $1,001 - $15,000 | Unavailable | Unavailable | $45.05Nov 2, 2026 | Unavailable |
| AMGN | Self | $1,001 - $15,000 | Unavailable | Unavailable | $465.45Nov 2, 2026 | Unavailable |
| ADI | Self | $1,001 - $15,000 | Unavailable | Unavailable | $412.85Nov 2, 2026 | Unavailable |
| BAC | Self | $1,001 - $15,000 | Unavailable | Unavailable | $49.57Nov 2, 2026 | Unavailable |
| KO | Self | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| CVS | Self | $1,001 - $15,000 | Unavailable | Unavailable | $88.51Nov 2, 2026 | Unavailable |
| FERG | Self | $1,001 - $15,000 | Unavailable | Unavailable | $242.16Nov 2, 2026 | Unavailable |
| GILD | Self | $1,001 - $15,000 | Unavailable | Unavailable | $170.33Nov 2, 2026 | Unavailable |
| LMT | Self | $1,001 - $15,000 | Unavailable | Unavailable | $643.15Nov 2, 2026 | Unavailable |
| LOW | Self | $1,001 - $15,000 | Unavailable | Unavailable | $218.15Nov 2, 2026 | Unavailable |
| — | Self | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| MRK | Self | $1,001 - $15,000 | Unavailable | Unavailable | $148.36Nov 2, 2026 | Unavailable |
| MSFT | Self | $1,001 - $15,000 | Unavailable | Unavailable | $507.12Nov 2, 2026 | Unavailable |
| MDLZ | Self | $1,001 - $15,000 | Unavailable | Unavailable | $66.38Nov 2, 2026 | Unavailable |
| NVS | Self | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| QCOM | Self | $1,001 - $15,000 | Unavailable | Unavailable | $162.08Nov 2, 2026 | Unavailable |
| QSR | Self | $1,001 - $15,000 | Unavailable | Unavailable | $74.64Nov 2, 2026 | Unavailable |
| RHHBY | Self | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| RPM | Self | $1,001 - $15,000 | Unavailable | Unavailable | $107.80Nov 2, 2026 | Unavailable |
| SNA | Self | $1,001 - $15,000 | Unavailable | Unavailable | $365.07Nov 2, 2026 | Unavailable |
| WMB | Self | $1,001 - $15,000 | Unavailable | Unavailable | $71.19Nov 2, 2026 | Unavailable |
| AUB | Self | $1,001 - $15,000 | Unavailable | Unavailable | $40.40Nov 2, 2026 | Unavailable |
| GD | Self | $1,001 - $15,000 | Unavailable | Unavailable | $373.46Nov 2, 2026 | Unavailable |
| GWW | Self | $1,001 - $15,000 | Unavailable | Unavailable | $1377.66Nov 2, 2026 | Unavailable |
| LHX | Self | $1,001 - $15,000 | Unavailable | Unavailable | $278.96Nov 2, 2026 | Unavailable |
| ITW | Self | $1,001 - $15,000 | Unavailable | Unavailable | $290.05Nov 2, 2026 | Unavailable |
| JNJ | Self | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| LOW | Self | $1,001 - $15,000 | Unavailable | Unavailable | $218.15Nov 2, 2026 | Unavailable |
| — | Self | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| MDT | Self | $1,001 - $15,000 | Unavailable | Unavailable | $99.29Nov 2, 2026 | Unavailable |
| MSFT | Self | $1,001 - $15,000 | Unavailable | Unavailable | $507.12Nov 2, 2026 | Unavailable |
| NEE | Self | $1,001 - $15,000 | Unavailable | Unavailable | $85.03Nov 2, 2026 | Unavailable |
| NSC | Self | $1,001 - $15,000 | Unavailable | Unavailable | $345.68Nov 2, 2026 | Unavailable |
| UBSI | Self | $1,001 - $15,000 | Unavailable | Unavailable | $49.31Nov 2, 2026 | Unavailable |
| TFC | Self | $50,001 - $100,000 | Unavailable | Unavailable | $50.17Nov 2, 2026 | Unavailable |
| K | Self | None (or less than $1,001) | Unavailable | Unavailable | Unavailable | Unavailable |
| WFC | Self | $1,001 - $15,000 | Unavailable | Unavailable | $85.89Nov 2, 2026 | Unavailable |
| NASDAQ | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| NYSE | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| KO | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| XOM | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $179.67Nov 2, 2026 | Unavailable |
| INTC | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $59.97Nov 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.
| 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 |
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% |
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.
| Ticker | Owner | Transaction Type | Trade Date | Found Date |
|---|---|---|---|---|
| AVGO — Broadcom Ltd | Spouse | Sale (partial) | Jul 18, 2025 | Sep 11, 2026 |
| JPM — JP Morgan Chase & Company | Spouse | Sale (partial) | Jul 18, 2025 | Sep 11, 2026 |
| MSFT — Microsoft Corp | Spouse | Sale (partial) | Jul 18, 2025 | Sep 11, 2026 |
| AAPL — Apple Inc | Spouse | Sale (partial) | Jul 18, 2025 | Sep 11, 2026 |
| AFL — Aflac Inc | Spouse | Sale (partial) | Jul 18, 2025 | Sep 11, 2026 |
| CB — Chubb Ltd | Spouse | Sale (partial) | Jul 17, 2025 | Sep 11, 2026 |
| AXP — American Express Company | Spouse | Purchase | Jul 1, 2025 | Sep 11, 2026 |
| UNH — Unitedhealth Group Inc | Spouse | Sale (full) | Jun 23, 2025 | Sep 11, 2026 |
| ADI — Analog Devices | Spouse | Sale (partial) | Jun 18, 2025 | Sep 11, 2026 |
| WFC — Wells Fargo & Company | Spouse | Sale (full) | Jun 18, 2025 | Sep 11, 2026 |
| MSFT — Microsoft Corp | Spouse | Sale (partial) | Jun 18, 2025 | Sep 11, 2026 |
| XOM — Exxon Mobil Corp | Spouse | Sale (partial) | Jun 18, 2025 | Sep 11, 2026 |
| C — Citigroup Inc | Spouse | Sale (partial) | Jun 18, 2025 | Sep 11, 2026 |
| GOOGL — Alphabet Cl A | Spouse | Purchase | May 8, 2025 | Sep 11, 2026 |
| GOOGL — Alphabet Cl A | Spouse | Purchase | Apr 29, 2025 | Sep 11, 2026 |
| TGT — Target Corp | Spouse | Sale (full) | Apr 11, 2025 | Sep 11, 2026 |
| NKE — Nike Inc | Spouse | Sale (full) | Apr 10, 2025 | Sep 11, 2026 |
| META — Meta Platforms Inc | Spouse | Purchase | Mar 26, 2025 | Sep 11, 2026 |
| CEG — Constellation Energy Corp | Spouse | Purchase | Mar 26, 2025 | Sep 11, 2026 |
| Not reported — Meta Platforms Inc | Spouse | Purchase | Feb 25, 2025 | Sep 11, 2026 |
| CMCSA — Comcast Corp A | Spouse | Sale (full) | Feb 24, 2025 | Sep 11, 2026 |
| ACN — Accenture Plc | Spouse | Sale (partial) | Feb 24, 2025 | Sep 11, 2026 |
| ABT — Abbott Laboratories | Spouse | Sale (partial) | Feb 24, 2025 | Sep 11, 2026 |
| AAPL — Apple Inc | Spouse | Sale (partial) | Feb 5, 2025 | Sep 11, 2026 |
| CEG — Constellation Energy Corp | Spouse | Purchase | Feb 4, 2025 | Sep 11, 2026 |
| MSFT — Microsoft Corp | Spouse | Sale (partial) | Feb 4, 2025 | Sep 11, 2026 |
| PSX — Phillips 66 | Spouse | Sale (partial) | Jan 17, 2025 | Sep 11, 2026 |
| JPM — JP Morgan Chase & Company | Spouse | Sale (partial) | Jan 17, 2025 | Sep 11, 2026 |
| MSFT — Microsoft Corp | Spouse | Sale (partial) | Jan 17, 2025 | Sep 11, 2026 |
| LOW — Lowe's Companies | Spouse | Sale (partial) | Jan 17, 2025 | Sep 11, 2026 |
| ITW — Illinois Tool Works Inc | Spouse | Sale (partial) | Jan 17, 2025 | Sep 11, 2026 |
| GWW — W.W. Grainger | Spouse | Sale (partial) | Jan 17, 2025 | Sep 11, 2026 |
| CB — Chubb Ltd | Spouse | Sale (partial) | Jan 17, 2025 | Sep 11, 2026 |
| BLK — Blackrock Inc | Spouse | Sale (partial) | Jan 17, 2025 | Sep 11, 2026 |
| AAPL — Apple Inc | Spouse | Sale (partial) | Jan 17, 2025 | Sep 11, 2026 |
| AFL — Aflac Inc | Spouse | Sale (partial) | Jan 17, 2025 | Sep 11, 2026 |
| Not reported — Analog Devices | Spouse | Sale (partial) | Jan 13, 2025 | Sep 11, 2026 |
| MSFT — Microsoft Corp | Spouse | Sale (partial) | Jan 3, 2025 | Sep 11, 2026 |
| GE — GE Aerospace | Spouse | Purchase | Dec 27, 2024 | Sep 11, 2026 |
| UNH — Unitedhealth Group Inc | Spouse | Sale (partial) | Dec 20, 2024 | Sep 11, 2026 |
| MSFT — Microsoft Corp | Spouse | Sale (partial) | Dec 16, 2024 | Sep 11, 2026 |
| LOW — Lowe's Companies | Spouse | Sale (partial) | Dec 13, 2024 | Sep 11, 2026 |
| AVGO — Broadcom Inc. - Common Stock | Spouse | Purchase | Dec 12, 2024 | Sep 11, 2026 |
| CSL — Carlisle Companies Inc | Spouse | Purchase | Oct 8, 2024 | Sep 11, 2026 |
| NSC — Norfolk Southern Corp | Spouse | Sale (full) | Sep 25, 2024 | Sep 11, 2026 |
| NKE — Nike Inc | Spouse | Sale (partial) | Sep 20, 2024 | Sep 11, 2026 |
| MSFT — Microsoft Corp | Spouse | Sale (partial) | Sep 20, 2024 | Sep 11, 2026 |
| GWW — W.W. Grainger | Spouse | Sale (partial) | Sep 20, 2024 | Sep 11, 2026 |
| AAPL — Apple Inc | Spouse | Sale (partial) | Sep 20, 2024 | Sep 11, 2026 |
| ACN — Accenture Plc | Spouse | Sale (partial) | Sep 20, 2024 | Sep 11, 2026 |
72 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.