Democrat · House NJ05
Wikipedia biography ↗Years Elected: About 9.7Rank: #59
Federal elected service; earlier service not yet verified.
-0.39%
Cumulative estimated return
SPY: 14.60%
Outperformance: -14.99 percentage points
2025-09-15 – 2026-09-15
43.05%
Cumulative estimated return
SPY: 70.83%
Outperformance: -27.78 percentage points
2023-09-15 – 2026-09-15
51.15%
Cumulative estimated return
SPY: 69.11%
Outperformance: -17.96 percentage points
2021-09-15 – 2026-09-15
As of Sep 15, 2026. 2738 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.
This extraction is incomplete or awaiting reconciliation. The source may contain additional holdings.
| Asset | Owner | Reported value | Purchased | Purchase price | Last close | Current ROI |
|---|---|---|---|---|---|---|
| ASML | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $1679.92Sep 18, 2026 | Unavailable |
| ASAZY | Joint | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| ATLKY | Joint | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| ATRC | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $58.10Sep 18, 2026 | Unavailable |
| AZO | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $2855.31Sep 18, 2026 | Unavailable |
| AVNT | Joint | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| BCPC | Joint | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| BBVA | Joint | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| BRK.B | Joint | $15,001 - $50,000 | Unavailable | Unavailable | $509.77Sep 18, 2026 | Unavailable |
| BHP | Joint | None | Unavailable | Unavailable | Unavailable | Unavailable |
| BCRX | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $8.68Sep 18, 2026 | Unavailable |
| BLK | Joint | $15,001 - $50,000 | Unavailable | Unavailable | $1069.78Sep 18, 2026 | Unavailable |
| BX | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $124.96Sep 18, 2026 | Unavailable |
| XYZ | Joint | None | Unavailable | Unavailable | $76.28Sep 18, 2026 | Unavailable |
| BKNG | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $167.90Sep 18, 2026 | Unavailable |
| BOOT | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $122.92Sep 18, 2026 | Unavailable |
| AVGO | Joint | $15,001 - $50,000 | Unavailable | Unavailable | $357.61Sep 18, 2026 | Unavailable |
| CNI | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $118.95Sep 18, 2026 | Unavailable |
| CVNA | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $65.11Sep 18, 2026 | Unavailable |
| CATY | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $62.25Sep 18, 2026 | Unavailable |
| CBZ | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $54.63Sep 18, 2026 | Unavailable |
| CENTA | Joint | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| SKY | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $84.59Sep 18, 2026 | Unavailable |
| CHX | Joint | None | Unavailable | Unavailable | Unavailable | Unavailable |
| SCHW | Joint | $15,001 - $50,000 | Unavailable | Unavailable | $105.25Sep 18, 2026 | Unavailable |
| GTLS | Joint | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| CVX | Joint | $15,001 - $50,000 | Unavailable | Unavailable | $209.51Sep 18, 2026 | Unavailable |
| CHRD | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $144.49Sep 18, 2026 | Unavailable |
| CB | Joint | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| CHGCY | Joint | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| CINF | Joint | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| CSCO | Joint | $15,001 - $50,000 | Unavailable | Unavailable | $109.51Sep 18, 2026 | Unavailable |
| NET | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $323.60Sep 18, 2026 | Unavailable |
| KO | Joint | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| CNS | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $73.79Sep 18, 2026 | Unavailable |
| COLB | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $29.93Sep 18, 2026 | Unavailable |
| COP | Joint | None | Unavailable | Unavailable | $131.83Sep 18, 2026 | Unavailable |
| GLW | Joint | $15,001 - $50,000 | Unavailable | Unavailable | $150.13Sep 18, 2026 | Unavailable |
| BAP | Joint | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| CRNX | Joint | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| CCI | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $73.06Sep 18, 2026 | Unavailable |
| CSW | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $287.68Sep 18, 2026 | Unavailable |
| DHI | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $138.02Sep 18, 2026 | Unavailable |
| DASTY | Joint | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| DBSDY | Joint | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| DEO | Joint | None | Unavailable | Unavailable | Unavailable | Unavailable |
| DSCSY | Joint | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| D | Joint | $15,001 - $50,000 | Unavailable | Unavailable | $63.58Sep 18, 2026 | Unavailable |
| DASH | Joint | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| DCO | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $166.25Sep 18, 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 |
|---|---|---|---|
| Morgan Stanley - Select UMA Account # 1 ⇒ Asbury Automotive Group Inc Common Stock (ABG) [ST] | joint | 34.40631316389283103255493915 | 7058.46 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Amphenol Corporation (APH) [ST] | joint | 118.4031374870504661832174042 | 9194.00 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Applovin Corporation - Class A Common Stock (APP) [ST] | joint | 11.87334896559912142708735271 | 3935.54 |
| Morgan Stanley - Select UMA Account # 1 ⇒ AppFolio, Inc. - Class A Common Stock (APPF) [ST] | joint | 34.38856651622609069417580056 | 7770.10 |
| Morgan Stanley - Select UMA Account # 1 ⇒ ASML Holding N.V. - New York Registry Shares (ASML) [ST] | joint | 7.478081244274951862860561195 | 11901.22 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Banco Bilbao Vizcaya Argentaria S.A. (BBVA) [ST] | joint | 343.2217932217932217932217932 | 9895.08 |
| Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | joint | 30.50608692736657586217957316 | 15764.33 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Cincinnati Financial Corporation (CINF) [ST] | joint | 198.9988978692138133725202057 | 34162.14 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Canadian National Railway Company (CNI) [ST] | joint | 80.93576125442589782498735458 | 9855.55 |
| Morgan Stanley - Select UMA Account # 1 ⇒ The Vita Coco Company, Inc. - Common Stock (COCO) [ST] | joint | 150.9243538954914167138275797 | 8418.56 |
| Morgan Stanley - Active Asset Account # 2 ⇒ Circle Internet Group, Inc. Class A Common Stock (CRCL) [ST] | joint | 945.7818411097099621689785624 | 81620.97 |
| CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD) [ST] | joint | 38.69275039899405136141606616 | 9382.61 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Ducommun Incorporated Common Stock (DCO) [ST] | joint | 84.10070429937979606853779039 | 13987.63 |
| Morgan Stanley - Select UMA Account # 1 ⇒ D.R. Horton, Inc. Common Stock (DHI) [ST] | joint | 55.54745539123793654099840311 | 7787.75 |
| Morgan Stanley - Select UMA Account # 1 ⇒ The Descartes Systems Group Inc. - Common Stock (DSGX) [ST] | joint | 91.26739676020990189368012777 | 7281.31 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Fastenal Company (FAST) [ST] | joint | 809.8803887366060304011961126 | 40016.19 |
| Federal Signal Corporation Common Stock (FSS) [ST] | joint | 68.01411204624670577233698886 | 7691.04 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Corning Incorporated Common Stock (GLW) [ST] | joint | 371.1797624486066697121973504 | 53290.28 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Globus Medical, Inc. Class A (GMED) [ST] | joint | 91.63326079486885809185660291 | 6844.09 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | joint | 239.0073295092415551306564691 | 81604.27 |
| Goldman Sachs Group, Inc. (GS) [ST] | joint | 19.00264790578414176529452501 | 18559.32 |
| Morgan Stanley - Select UMA Account # 1 ⇒ W.W. Grainger, Inc. Common Stock (GWW) [ST] | joint | 7.928744859025816361924582528 | 10065.78 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Houlihan Lokey, Inc. Class A (HLI) [ST] | joint | 45.92973190194615075492278546 | 6142.18 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Haleon plc American Depositary Shares (HLN) [ST] | joint | 791.3452027695351137487636004 | 7312.03 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Horace Mann Educators Corporation (HMN) [ST] | joint | 173.2459939367691641403204851 | 8515.04 |
| Morgan Stanley - Select UMA Account # 1 ⇒ ICU Medical, Inc. (ICUI) [ST] | joint | 56.07696081867246092381019135 | 8741.28 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Grand Canyon Education, Inc. (LOPE) [ST] | joint | 48.10594672599362636041128014 | 7380.90 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Lowe's Companies, Inc. (LOW) [ST] | joint | 134.7673743572731796317797313 | 26227.08 |
| Morgan Stanley - Select UMA Account # 1 ⇒ McDonald's Corporation Common Stock (MCD) [ST] | joint | 26.17707685763832084546674083 | 6617.04 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Magnolia Oil & Gas Corporation Class A (MGY) [ST] | joint | 365.4865235267245317496573778 | 10434.64 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Matador Resources Company (MTDR) [ST] | joint | 188.5131950989632422243166824 | 11908.38 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Northrop Grumman Corporation Common Stock (NOC) [ST] | joint | 56.99742200242016099331825117 | 30279.88 |
| Morgan Stanley - Select UMA Account # 1 ⇒ OceanFirst Financial Corp. (OCFC) [ST] | joint | 445.7103064066852367688022284 | 8290.21 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Oxford Industries, Inc. (OXM) [ST] | joint | 233.9327485380116959064327485 | 6938.45 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Perella Weinberg Partners - Class A Common Stock (PWP) [ST] | joint | 462.4566473988439306358381503 | 6201.54 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Rio Tinto Plc (RIO) [ST] | joint | 99.96876171435711608146944896 | 9722.96 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Revolve Group, Inc. Class A (RVLV) [ST] | joint | 265.0049685326266975819807883 | 5488.25 |
| boston beer Company, Inc. (SAM) [ST] | joint | 3.73611815591212827805626989 | 639.88 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Charles Schwab Corporation (SCHW) [ST] | joint | 325.2977679911920728655790211 | 35063.85 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Shopify Inc. Class A Subordinate Voting Shares (SHOP) [ST] | joint | 49.70180779027147915760700752 | 6454.28 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Silicon Laboratories, Inc. (SLAB) [ST] | joint | 61.21270084162203519510328998 | 13464.96 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Silgan Holdings Inc. (SLGN) [ST] | joint | 198.1793410948724300222937825 | 7610.09 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Sony Group Corporation American Depositary Shares (SONY) [ST] | joint | 312.51953125 | 7475.47 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Spotify Technology S.A. Ordinary Shares (SPOT) [ST] | joint | 13.77710044600575157996245975 | 7691.20 |
| Morgan Stanley - Select UMA Account # 1 ⇒ SPX Corporation (SPXC) [ST] | joint | 39.99050284914525642307307808 | 7130.71 |
| Morgan Stanley - Select UMA Account # 1 ⇒ Texas Capital Bancshares, Inc. - Common Stock (TCBI) [ST] | joint | 88.36425889109785730064060084 | 8639.37 |
| Twilio Inc. Class A Common Stock (TWLO) [ST] | joint | 42.18115674592713660568355565 | 10214.59 |
| Morgan Stanley - Active Asset Account # 2 ⇒ Under Armour, Inc. Class C (UA) [ST] | joint | 59.94011976047904191616766467 | 288.31 |
| Morgan Stanley - Active Asset Account # 2 ⇒ Under Armour, Inc. Class A (UAA) [ST] | joint | 56.93970420932878270762229807 | 282.42 |
| Morgan Stanley - Select UMA Account # 1 ⇒ UMB Financial Corporation - Common Stock (UMBF) [ST] | joint | 69.54537552155771905424200278 | 9559.71 |
| Valley National Bancorp (VLY) [ST] | joint | 81.1629943137761695528560351 | 1120.05 |
| Exxon Mobil Corporation Common Stock (XOM) [ST] | joint | 112.0146830659219592473603840 | 18966.33 |
| Wealthfront ⇒ Bank of America Corporation (BAC) [ST] | not_reported | 145.4636363636363636363636364 | 8658.00 |
| Wealthfront ⇒ Costco Wholesale Corporation - Common Stock (COST) [ST] | not_reported | 9.277663102720504673330704826 | 8362.42 |
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 |
|---|---|---|---|---|---|---|
| Not reported | Joint | Oct 18, 2021 | $50.41 | Nov 5, 2021 | $33.11 | -34.32% |
| Not reported | Joint | Oct 18, 2021 | $47.07 | Oct 28, 2021 | $44.62 | -5.21% |
| Not reported | Joint | Oct 18, 2021 | $183.58 | Oct 19, 2021 | $184.66 | 0.59% |
3969 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 |
|---|---|---|---|---|
| GOOG — Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Joint | Sale (partial) | Jan 27, 2023 | Sep 12, 2026 |
| AMGN — Amgen Inc. (AMGN) [ST] | Joint | Sale (partial) | Jan 27, 2023 | Sep 12, 2026 |
| AAPL — Apple Inc. (AAPL) [ST] | Joint | Sale (partial) | Jan 27, 2023 | Sep 12, 2026 |
| BX — Blackstone Inc. (BX) [ST] | Joint | Purchase | Jan 27, 2023 | Sep 12, 2026 |
| XYZ — Block, Inc. Class A Common Stock, (SQ) [ST] | Joint | Purchase | Jan 27, 2023 | Sep 12, 2026 |
| COF — Capital One Financial Corporation (COF) [ST] | Joint | Purchase | Jan 27, 2023 | Sep 12, 2026 |
| LLY — Eli Lilly and Company (LLY) [ST] | Joint | Sale (partial) | Jan 27, 2023 | Sep 12, 2026 |
| HCA — HCA Healthcare, Inc. (HCA) [ST] | Joint | Sale (partial) | Jan 27, 2023 | Sep 12, 2026 |
| HUBS — HubSpot, Inc. (HUBS) [ST] | Joint | Purchase | Jan 27, 2023 | Sep 12, 2026 |
| META — Meta Platforms, Inc. - Class A (META) [ST] | Joint | Purchase | Jan 27, 2023 | Sep 12, 2026 |
| MSFT — Microsoft Corporation (MSFT) [ST] | Joint | Sale (partial) | Jan 27, 2023 | Sep 12, 2026 |
| TSLA — Tesla, Inc. (TSLA) [ST] | Joint | Purchase | Jan 27, 2023 | Sep 12, 2026 |
| ALGM — Morgan Stanley - Select UMA Account # 1 ⇒ Allegro MicroSystems, Inc. (ALGM) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 23, 2023 | Sep 14, 2026 |
| MTSI — Morgan Stanley - Select UMA Account # 1 ⇒ MACOM Technology Solutions Holdings, Inc. (MTSI) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Jan 23, 2023 | Sep 14, 2026 |
| SHOP — Morgan Stanley - Select UMA Account # 1 ⇒ Shopify Inc. Class A Subordinate Voting Shares (SHOP) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 23, 2023 | Sep 14, 2026 |
| SYNH — Morgan Stanley - Select UMA Account # 1 ⇒ Syneos Health, Inc. - Class A (SYNH) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Jan 23, 2023 | Sep 14, 2026 |
| WDAY — Morgan Stanley - Select UMA Account # 1 ⇒ Workday, Inc. - Class A (WDAY) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 23, 2023 | Sep 14, 2026 |
| ALGM — Allegro MicroSystems, Inc. (ALGM) [ST] | Joint | Purchase | Jan 23, 2023 | Sep 12, 2026 |
| MTSI — MACOM Technology Solutions Holdings, Inc. (MTSI) [ST] | Joint | Sale (partial) | Jan 23, 2023 | Sep 12, 2026 |
| SHOP — Shopify Inc. Class A Subordinate Voting Shares (SHOP) [ST] | Joint | Purchase | Jan 23, 2023 | Sep 12, 2026 |
| SYNH — Syneos Health, Inc. - Class A (SYNH) [ST] | Joint | Sale | Jan 23, 2023 | Sep 12, 2026 |
| WDAY — Workday, Inc. - Class A (WDAY) [ST] | Joint | Purchase | Jan 23, 2023 | Sep 12, 2026 |
| ABBV — Morgan Stanley - Select UMA Account # 1 ⇒ AbbVie Inc. (ABBV) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Jan 20, 2023 | Sep 14, 2026 |
| GOOG — Morgan Stanley - Select UMA Account # 1 ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 20, 2023 | Sep 14, 2026 |
| AAPL — Morgan Stanley - Select UMA Account # 1 ⇒ Apple Inc. (AAPL) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Jan 20, 2023 | Sep 14, 2026 |
| XYZ — Morgan Stanley - Select UMA Account # 1 ⇒ Block, Inc. Class A Common Stock, (SQ) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 20, 2023 | Sep 14, 2026 |
| KO — Morgan Stanley - Select UMA Account # 1 ⇒ Coca-Cola Company (KO) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Jan 20, 2023 | Sep 14, 2026 |
| EXAS — Morgan Stanley - Select UMA Account # 1 ⇒ Exact Sciences Corporation (EXAS) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 20, 2023 | Sep 14, 2026 |
| IBM — Morgan Stanley - Select UMA Account # 1 ⇒ International Business Machines Corporation (IBM) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Jan 20, 2023 | Sep 14, 2026 |
| MA — Morgan Stanley - Select UMA Account # 1 ⇒ Mastercard Incorporated (MA) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 20, 2023 | Sep 14, 2026 |
| NFLX — Morgan Stanley - Select UMA Account # 1 ⇒ Netflix, Inc. (NFLX) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 20, 2023 | Sep 14, 2026 |
| ABBV — AbbVie Inc. (ABBV) [ST] | Joint | Sale (partial) | Jan 20, 2023 | Sep 12, 2026 |
| GOOG — Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Joint | Purchase | Jan 20, 2023 | Sep 12, 2026 |
| AAPL — Apple Inc. (AAPL) [ST] | Joint | Sale (partial) | Jan 20, 2023 | Sep 12, 2026 |
| XYZ — Block, Inc. Class A Common Stock, (SQ) [ST] | Joint | Purchase | Jan 20, 2023 | Sep 12, 2026 |
| KO — Coca-Cola Company (KO) [ST] | Joint | Sale (partial) | Jan 20, 2023 | Sep 12, 2026 |
| EXAS — Exact Sciences Corporation (EXAS) [ST] | Joint | Purchase | Jan 20, 2023 | Sep 12, 2026 |
| IBM — International Business Machines Corporation (IBM) [ST] | Joint | Sale (partial) | Jan 20, 2023 | Sep 12, 2026 |
| MA — Mastercard Incorporated (MA) [ST] | Joint | Purchase | Jan 20, 2023 | Sep 12, 2026 |
| NFLX — Netflix, Inc. (NFLX) [ST] | Joint | Purchase | Jan 20, 2023 | Sep 12, 2026 |
| SCHW — Morgan Stanley - Select UMA Account # 1 ⇒ Charles Schwab Corporation (SCHW) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 18, 2023 | Sep 14, 2026 |
| SCHW — Charles Schwab Corporation (SCHW) [ST] | Joint | Purchase | Jan 18, 2023 | Sep 12, 2026 |
| ADP — Morgan Stanley - Select UMA Account # 1 ⇒ Automatic Data Processing, Inc. (ADP) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Jan 17, 2023 | Sep 14, 2026 |
| MELI — Morgan Stanley - Select UMA Account # 1 ⇒ MercadoLibre, Inc. (MELI) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 17, 2023 | Sep 14, 2026 |
| SHOP — Morgan Stanley - Select UMA Account # 1 ⇒ Shopify Inc. Class A Subordinate Voting Shares (SHOP) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 17, 2023 | Sep 14, 2026 |
| UNH — Morgan Stanley - Select UMA Account # 1 ⇒ UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Jan 17, 2023 | Sep 14, 2026 |
| ADP — Automatic Data Processing, Inc. (ADP) [ST] | Joint | Sale (partial) | Jan 17, 2023 | Sep 12, 2026 |
| MELI — MercadoLibre, Inc. (MELI) [ST] | Joint | Purchase | Jan 17, 2023 | Sep 12, 2026 |
| SHOP — Shopify Inc. Class A Subordinate Voting Shares (SHOP) [ST] | Joint | Purchase | Jan 17, 2023 | Sep 12, 2026 |
| UNH — UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Joint | Sale (partial) | Jan 17, 2023 | Sep 12, 2026 |
97 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.