1 year
26.78%
Cumulative estimated return
SPY: 14.60%
Outperformance: 12.18 percentage points
2025-09-15 – 2026-09-15
Missing information
- 10 sales exceeding observed holdings (unmatched amount omitted).
- 42 rows without a saved price.
Marjorie Taylor Mrs Greene
Updated Sep 14, 2026Republican · House GA14
Wikipedia biography ↗Years Elected: About 5.0Rank: #8
Service dates
Federal elected service; earlier service not yet verified.
- Jan 3, 2021 – Jan 5, 2026
Estimated public-equity portfolio performance
3 years
93.07%
Cumulative estimated return
SPY: 70.83%
Outperformance: 22.24 percentage points
2023-09-15 – 2026-09-15
Missing information
- 10 sales exceeding observed holdings (unmatched amount omitted).
- 42 rows without a saved price.
5 years
85.99%
Cumulative estimated return
SPY: 69.11%
Outperformance: 16.88 percentage points
2021-09-15 – 2026-09-15
Missing information
- 10 sales exceeding observed holdings (unmatched amount omitted).
- 42 rows without a saved price.
As of Sep 15, 2026. 479 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, 2024. 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 |
|---|---|---|---|---|---|---|
| ABBV | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $263.04Sep 15, 2026 | Unavailable |
| ADBE | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $257.76Sep 15, 2026 | Unavailable |
| AMD | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $504.20Sep 15, 2026 | Unavailable |
| GOOG | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $341.43Sep 15, 2026 | Unavailable |
| AMZN | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $248.42Sep 15, 2026 | Unavailable |
| AAPL | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $331.34Sep 15, 2026 | Unavailable |
| AMAT | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $421.17Sep 15, 2026 | Unavailable |
| ASML | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $1591.48Sep 15, 2026 | Unavailable |
| BRK.B | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $516.76Sep 15, 2026 | Unavailable |
| BX | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $126.70Sep 15, 2026 | Unavailable |
| CAH | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| CAH | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| CAT | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $783.54Sep 15, 2026 | Unavailable |
| SCHW | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| GLW | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $143.57Sep 15, 2026 | Unavailable |
| COST | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $901.35Sep 15, 2026 | Unavailable |
| CRWD | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $242.49Sep 15, 2026 | Unavailable |
| DELL | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| DLR | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| DUK | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| LLY | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $1136.11Sep 15, 2026 | Unavailable |
| FDX | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $308.26Sep 15, 2026 | Unavailable |
| GILD | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| GS | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $976.67Sep 15, 2026 | Unavailable |
| GSK | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| HD | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| INTC | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $97.14Sep 15, 2026 | Unavailable |
| JNJ | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| JPM | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $352.49Sep 15, 2026 | Unavailable |
| KMI | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $30.77Sep 15, 2026 | Unavailable |
| LRCX | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $270.87Sep 15, 2026 | Unavailable |
| LULU | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $98.37Sep 15, 2026 | Unavailable |
| META | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $670.24Sep 15, 2026 | Unavailable |
| MSFT | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $497.12Sep 15, 2026 | Unavailable |
| NSRGY | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| NEE | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $81.07Sep 15, 2026 | Unavailable |
| NSC | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $320.22Sep 15, 2026 | Unavailable |
| NVDA | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $212.17Sep 15, 2026 | Unavailable |
| OXY | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $63.52Sep 15, 2026 | Unavailable |
| PANW | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $375.09Sep 15, 2026 | Unavailable |
| QCOM | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $187.80Sep 15, 2026 | Unavailable |
| NOW | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $141.90Sep 15, 2026 | Unavailable |
| SO | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $85.95Sep 15, 2026 | Unavailable |
| SCCO | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $189.39Sep 15, 2026 | Unavailable |
| TSLA | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $356.58Sep 15, 2026 | Unavailable |
| HSY | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $170.42Sep 15, 2026 | Unavailable |
| TSCO | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $33.03Sep 15, 2026 | Unavailable |
| UPS | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $102.35Sep 15, 2026 | Unavailable |
| V | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $375.62Sep 15, 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 Sep 15, 2026
| Asset | Owner | Estimated units | Estimated value |
|---|---|---|---|
| DC2 IRA ⇒ Bank of America Corporation (BAC) [ST] | dependent | 241.5609903381642512077294686 | 14377.71 |
| DC2 IRA ⇒ Costco Wholesale Corporation (COST) [ST] | dependent | 14.09283072045094239915448300 | 12702.57 |
| DC3 IRA ⇒ Walt Disney Company (DIS) [ST] | dependent | 5.543249529294495514453427844 | 589.91 |
| Airbnb, Inc. - Class A (ABNB) [ST] | joint | 48.05393717340380803651870983 | 8088.44 |
| Applied Materials, Inc. (AMAT) [ST] | joint | 206.5359684799186578546009151 | 86986.75 |
| AstraZeneca PLC - American Depositary Shares (AZN) [ST] | joint | 69.05906857223256604871294889 | 11177.21 |
| Bank of America Corporation (BAC) [ST] | joint | 730.5124747134187457855697910 | 43480.10 |
| Berkshire Hathaway Inc. New (BRK.B) [ST] | joint | 108.6973244147157190635451505 | 56170.43 |
| Clorox Company (CLX) [ST] | joint | 186.3988300068823124569855471 | 16246.52 |
| Costco Wholesale Corporation (COST) [ST] | joint | 57.24942751453232341025189361 | 51601.77 |
| CRISPR Therapeutics AG - Common Shares (CRSP) [ST] | joint | 105.5753496964898390076537345 | 5471.97 |
| Diageo plc (DEO) [ST] | joint | 147.6355955301171981466339602 | 12814.77 |
| Walt Disney Company (DIS) [ST] | joint | 209.8295564594228161921363548 | 22330.06 |
| Corning Incorporated (GLW) [ST] | joint | 214.8939027665860864893902767 | 30852.32 |
| Goldman Sachs Group, Inc. (GS) [ST] | joint | 84.95752189256306365181022089 | 82975.46 |
| McDonald's Corporation (MCD) [ST] | joint | 121.2388555228112060282761965 | 30646.76 |
| Mondelez International, Inc. - Class A (MDLZ) [ST] | joint | 120.6529935153068918715125924 | 7492.55 |
| Penn National Gaming, Inc. (PENN) [ST] | joint | 154.3008678881388621022179364 | 2737.30 |
| QUALCOMM Incorporated (QCOM) [ST] | joint | 177.7246131131404823098375895 | 33376.68 |
| Zscaler, Inc. (ZS) [ST] | joint | 101.1436840631126878909532257 | 19610.75 |
| Applied Materials, Inc. - Common Stock (AMAT) [ST] | not_reported | 253.8189527390046170355928074 | 106900.93 |
| ASML Holding N.V. - New York Registry Shares (ASML) [ST] | not_reported | 43.88709526328243801127758350 | 69845.43 |
| Bank of America Corporation Common Stock (BAC) [ST] | not_reported | 194.5646887159533073929961089 | 11580.49 |
| Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | not_reported | 172.9098951244106058051463019 | 89352.92 |
| Costco Wholesale Corporation - Common Stock (COST) [ST] | not_reported | 17.45995433481830856731212220 | 15737.53 |
| CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD) [ST] | not_reported | 263.3301809143411688070353403 | 63854.94 |
| Digital Realty Trust, Inc. Common Stock (DLR) [ST] | not_reported | 191.6175085013904237888243212 | 34351.27 |
| Duke Energy Corporation (DUK) [ST] | not_reported | 433.4322895972052468408030144 | 51045.32 |
| Devon Energy Corporation Common Stock (DVN) [ST] | not_reported | 972.1185238859286363669964078 | 49898.84 |
| Corning Incorporated Common Stock (GLW) [ST] | not_reported | 514.7315444364743089107516342 | 73900.01 |
| Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | not_reported | 508.5727553832326637696559858 | 173642.00 |
| Goldman Sachs Group, Inc. (GS) [ST] | not_reported | 65.08726926933710186629302668 | 63568.78 |
| The Hershey Company Common Stock (HSY) [ST] | not_reported | 338.7082524363595348537186337 | 57722.66 |
| Novo Nordisk A/S Common Stock (NVO) [ST] | not_reported | 876.9298777958516928246334497 | 37295.83 |
| Occidental Petroleum Corporation Common Stock (OXY) [ST] | not_reported | 920.4178658093706812384159002 | 58464.94 |
| Palantir Technologies Inc. - Class A Common Stock (PLTR) [ST] | not_reported | 312.4246640137995668546722950 | 53912.00 |
| QUALCOMM Incorporated - Common Stock (QCOM) [ST] | not_reported | 236.4030170687939233781987222 | 44396.49 |
| Tractor Supply Company - Common Stock (TSCO) [ST] | not_reported | 307.7162252345546327044581313 | 10163.87 |
| Perry IRA ⇒ Bank of America Corporation (BAC) [ST] | spouse | 179.8269273994155990110137109 | 10703.30 |
| Costco Wholesale Corporation (COST) [ST] | spouse | 70.14849668688351211931536121 | 63228.35 |
| Perry IRA ⇒ Walt Disney Company (DIS) [ST] | spouse | 51.65278584802117631867777132 | 5496.89 |
| Perry IRA ⇒ Digital Realty Trust, Inc. (DLR) [ST] | spouse | 45.23378752756261661107027761 | 8109.06 |
| Goldman Sachs Group, Inc. (GS) [ST] | spouse | 48.78797022037468093775763152 | 47649.75 |
| Perry IRA ⇒ PagSeguro Digital Ltd. Class A Common Shares (PAGS) [ST] | spouse | 305.1296720061022120518688024 | 2935.35 |
| Perry IRA ⇒ Penn National Gaming, Inc. (PENN) [ST] | spouse | 154.3008678881388621022179364 | 2737.30 |
| Perry IRA ⇒ QUALCOMM Incorporated (QCOM) [ST] | spouse | 43.74965822715590310056324165 | 8216.19 |
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. 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
568 public-equity trades. Annual schedule rows are labeled because they may repeat transaction reports. Superseded and unresolved reports remain in the disclosures below.
| Ticker | Owner | Transaction Type | Trade Date | Found Date |
|---|---|---|---|---|
| AMZN — Amazon.com, Inc. - Common Stock (AMZN) [ST] | Not reported | Purchase | Dec 24, 2024 | Sep 11, 2026 |
| AMAT — Applied Materials, Inc. - Common Stock (AMAT) [ST] | Not reported | Purchase | Dec 24, 2024 | Sep 11, 2026 |
| CAT — Caterpillar, Inc. Common Stock (CAT) [ST] | Not reported | Purchase | Dec 24, 2024 | Sep 11, 2026 |
| DUK — Duke Energy Corporation (DUK) [ST] | Not reported | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 5 · Ptr Original ↗ · Row 150 · Annual | Dec 24, 2024 | Sep 11, 2026 |
| LLY — Eli Lilly and Company Common Stock (LLY) [ST] | Not reported | Purchase | Dec 24, 2024 | Sep 11, 2026 |
| GILD — Gilead Sciences, Inc. - Common Stock (GILD) [ST] | Not reported | Purchase | Dec 24, 2024 | Sep 11, 2026 |
| JNJ — Johnson & Johnson Common Stock (JNJ) [ST] | Not reported | Purchase | Dec 24, 2024 | Sep 11, 2026 |
| META — Meta Platforms, Inc. - Class A Common Stock (META) [ST] | Not reported | Purchase | Dec 24, 2024 | Sep 11, 2026 |
| MSFT — Microsoft Corporation - Common Stock (MSFT) [ST] | Not reported | Purchase | Dec 24, 2024 | Sep 11, 2026 |
| NSC — Norfolk Southern Corporation Common Stock (NSC) [ST] | Not reported | Purchase | Dec 24, 2024 | Sep 11, 2026 |
| NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST] | Not reported | Purchase | Dec 24, 2024 | Sep 11, 2026 |
| NOW — ServiceNow, Inc. Common Stock (NOW) [ST] | Not reported | Purchase | Dec 24, 2024 | Sep 11, 2026 |
| HSY — The Hershey Company Common Stock (HSY) [ST] | Not reported | Purchase | Dec 24, 2024 | Sep 11, 2026 |
| AMD — Advanced Micro Devices, Inc. (AMD) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Nov 25, 2024 | Sep 14, 2026 |
| GOOG — Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Nov 25, 2024 | Sep 14, 2026 |
| ASML — ASML Holding N.V. - New York Registry Shares (ASML) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Nov 25, 2024 | Sep 14, 2026 |
| BRK.B — Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Nov 25, 2024 | Sep 14, 2026 |
| COST — Costco Wholesale Corporation - Common Stock (COST) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Nov 25, 2024 | Sep 14, 2026 |
| HD — Home Depot, Inc. (HD) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Nov 25, 2024 | Sep 14, 2026 |
| JNJ — Johnson & Johnson Common Stock (JNJ) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Nov 25, 2024 | Sep 14, 2026 |
| JPM — JP Morgan Chase & Co. Common Stock (JPM) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Nov 25, 2024 | Sep 14, 2026 |
| LRCX — Lam Research Corporation - Common Stock (LRCX) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Nov 25, 2024 | Sep 14, 2026 |
| MSFT — Microsoft Corporation - Common Stock (MSFT) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Nov 25, 2024 | Sep 14, 2026 |
| NEE — NextEra Energy, Inc. Common Stock (NEE) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Nov 25, 2024 | Sep 14, 2026 |
| NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Nov 25, 2024 | Sep 14, 2026 |
| UPS — United Parcel Service, Inc. Common Stock (UPS) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Nov 25, 2024 | Sep 14, 2026 |
| AMD — Advanced Micro Devices, Inc. (AMD) [ST] | Not reported | Purchase | Nov 25, 2024 | Sep 11, 2026 |
| GOOG — Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Not reported | Purchase | Nov 25, 2024 | Sep 11, 2026 |
| ASML — ASML Holding N.V. - New York Registry Shares (ASML) [ST] | Not reported | Purchase | Nov 25, 2024 | Sep 11, 2026 |
| BRK.B — Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | Not reported | Purchase | Nov 25, 2024 | Sep 11, 2026 |
| SCHW — Charles Schwab Corporation (SCHW) [ST] | Not reported | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 5 · Ptr Original ↗ · Row 132 · Annual | Nov 25, 2024 | Sep 11, 2026 |
| COST — Costco Wholesale Corporation - Common Stock (COST) [ST] | Not reported | Purchase | Nov 25, 2024 | Sep 11, 2026 |
| DUK — Duke Energy Corporation (DUK) [ST] | Not reported | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 7 · Ptr Original ↗ · Row 134 · Annual | Nov 25, 2024 | Sep 11, 2026 |
| GSK — GSK plc American Depositary Shares (GSK) [ST] | Not reported | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 8 · Ptr Original ↗ · Row 135 · Annual | Nov 25, 2024 | Sep 11, 2026 |
| HD — Home Depot, Inc. (HD) [ST] | Not reported | Purchase | Nov 25, 2024 | Sep 11, 2026 |
| JNJ — Johnson & Johnson Common Stock (JNJ) [ST] | Not reported | Purchase | Nov 25, 2024 | Sep 11, 2026 |
| JPM — JP Morgan Chase & Co. Common Stock (JPM) [ST] | Not reported | Purchase | Nov 25, 2024 | Sep 11, 2026 |
| LRCX — Lam Research Corporation - Common Stock (LRCX) [ST] | Not reported | Purchase | Nov 25, 2024 | Sep 11, 2026 |
| MSFT — Microsoft Corporation - Common Stock (MSFT) [ST] | Not reported | Purchase | Nov 25, 2024 | Sep 11, 2026 |
| NSRGY — NESTLE S.A S/ADR (NSRGY) [ST] | Not reported | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 14 · Ptr Original ↗ · Row 141 · Annual | Nov 25, 2024 | Sep 11, 2026 |
| NEE — NextEra Energy, Inc. Common Stock (NEE) [ST] | Not reported | Purchase | Nov 25, 2024 | Sep 11, 2026 |
| NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST] | Not reported | Purchase | Nov 25, 2024 | Sep 11, 2026 |
| UPS — United Parcel Service, Inc. Common Stock (UPS) [ST] | Not reported | Purchase | Nov 25, 2024 | Sep 11, 2026 |
| ADBE — Adobe Inc. - Common Stock (ADBE) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Nov 20, 2024 | Sep 14, 2026 |
| AMZN — Amazon.com, Inc. - Common Stock (AMZN) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Nov 20, 2024 | Sep 14, 2026 |
| ABBV — AbbVie Inc. Common Stock (ABBV) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Nov 20, 2024 | Sep 14, 2026 |
| AMAT — Applied Materials, Inc. - Common Stock (AMAT) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Nov 20, 2024 | Sep 14, 2026 |
| OXY — Occidental Petroleum Corporation Common Stock (OXY) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Nov 20, 2024 | Sep 14, 2026 |
| QCOM — QUALCOMM Incorporated - Common Stock (QCOM) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Nov 20, 2024 | Sep 14, 2026 |
| SCCO — Southern Copper Corporation Common Stock (SCCO) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Nov 20, 2024 | Sep 14, 2026 |
All disclosures
74 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.