Democrat · House IL01
Wikipedia biography ↗Years Elected: About 3.8Rank: #39
Federal elected service; earlier service not yet verified.
7.02%
Cumulative estimated return
SPY: 13.01%
Outperformance: -5.99 percentage points
2025-10-24 – 2026-10-26
66.98%
Cumulative estimated return
SPY: 85.52%
Outperformance: -18.54 percentage points
2023-10-26 – 2026-10-26
74.31%
Cumulative estimated return
SPY: 85.35%
Outperformance: -11.04 percentage points
2022-05-31 – 2026-10-26
As of Oct 26, 2026. 196 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 |
|---|---|---|---|---|---|---|
| AMZN | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $245.63Nov 2, 2026 | Unavailable |
| MCK | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $998.38Nov 2, 2026 | Unavailable |
| HOOD | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $83.84Nov 2, 2026 | Unavailable |
| THC | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $268.89Nov 2, 2026 | Unavailable |
| WMB | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $71.19Nov 2, 2026 | Unavailable |
| AVGO | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $322.23Nov 2, 2026 | Unavailable |
| CAH | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $254.33Nov 2, 2026 | Unavailable |
| CW | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $484.09Nov 2, 2026 | Unavailable |
| EME | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $682.76Nov 2, 2026 | Unavailable |
| IBM | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| JPM | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $340.58Nov 2, 2026 | Unavailable |
| MSFT | Not reported | None | Unavailable | Unavailable | $507.12Nov 2, 2026 | Unavailable |
| ORLY | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $90.70Nov 2, 2026 | Unavailable |
| PH | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $928.29Nov 2, 2026 | Unavailable |
| SHOP | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $156.22Nov 2, 2026 | Unavailable |
| HIG | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $135.52Nov 2, 2026 | Unavailable |
| WMT | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $127.69Nov 2, 2026 | Unavailable |
| GOOGL | Joint | None | Unavailable | Unavailable | $278.99Nov 2, 2026 | Unavailable |
| AMZN | Joint | None | Unavailable | Unavailable | $245.63Nov 2, 2026 | Unavailable |
| AME | Joint | $50,001 - $100,000 | Unavailable | Unavailable | $241.91Nov 2, 2026 | Unavailable |
| ARMK | Joint | None | Unavailable | Unavailable | $54.24Nov 2, 2026 | Unavailable |
| CAH | Joint | $100,001 - $250,000 | Unavailable | Unavailable | $254.33Nov 2, 2026 | Unavailable |
| CHD | Joint | None | Unavailable | Unavailable | $110.45Nov 2, 2026 | Unavailable |
| CPNG | Joint | $15,001 - $50,000 | Unavailable | Unavailable | $14.70Nov 2, 2026 | Unavailable |
| DOCS | Joint | None | Unavailable | Unavailable | $32.87Nov 2, 2026 | Unavailable |
| LLY | Joint | None | Unavailable | Unavailable | $1410.99Nov 2, 2026 | Unavailable |
| EME | Joint | $15,001 - $50,000 | Unavailable | Unavailable | $682.76Nov 2, 2026 | Unavailable |
| HIG | Joint | $50,001 - $100,000 | Unavailable | Unavailable | $135.52Nov 2, 2026 | Unavailable |
| IBM | Joint | $50,001 - $100,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| JPM | Joint | $15,001 - $50,000 | Unavailable | Unavailable | $340.58Nov 2, 2026 | Unavailable |
| LIN | Joint | None | Unavailable | Unavailable | $519.72Nov 2, 2026 | Unavailable |
| MAR | Joint | $50,001 - $100,000 | Unavailable | Unavailable | $416.30Nov 2, 2026 | Unavailable |
| MCK | Joint | $50,001 - $100,000 | Unavailable | Unavailable | $998.38Nov 2, 2026 | Unavailable |
| MELI | Joint | None | Unavailable | Unavailable | $1676.79Nov 2, 2026 | Unavailable |
| META | Joint | None | Unavailable | Unavailable | $606.73Nov 2, 2026 | Unavailable |
| MSFT | Joint | $100,001 - $250,000 | Unavailable | Unavailable | $507.12Nov 2, 2026 | Unavailable |
| NFLX | Joint | None | Unavailable | Unavailable | $62.34Nov 2, 2026 | Unavailable |
| NVDA | Joint | $100,001 - $250,000 | Unavailable | Unavailable | $202.06Nov 2, 2026 | Unavailable |
| ORLY | Joint | $15,001 - $50,000 | Unavailable | Unavailable | $90.70Nov 2, 2026 | Unavailable |
| PLTR | Joint | $15,001 - $50,000 | Unavailable | Unavailable | $178.34Nov 2, 2026 | Unavailable |
| PANW | Joint | $50,001 - $100,000 | Unavailable | Unavailable | $351.72Nov 2, 2026 | Unavailable |
| PH | Joint | $100,001 - $250,000 | Unavailable | Unavailable | $928.29Nov 2, 2026 | Unavailable |
| HOOD | Joint | None | Unavailable | Unavailable | $83.84Nov 2, 2026 | Unavailable |
| CRM | Joint | None | Unavailable | Unavailable | $226.18Nov 2, 2026 | Unavailable |
| SHOP | Joint | $100,001 - $250,000 | Unavailable | Unavailable | $156.22Nov 2, 2026 | Unavailable |
| SPG | Joint | $15,001 - $50,000 | Unavailable | Unavailable | $221.73Nov 2, 2026 | Unavailable |
| TMUS | Joint | $50,001 - $100,000 | Unavailable | Unavailable | $160.15Nov 2, 2026 | Unavailable |
| THC | Joint | $15,001 - $50,000 | Unavailable | Unavailable | $268.89Nov 2, 2026 | Unavailable |
| V | Joint | $50,001 - $100,000 | Unavailable | Unavailable | $425.51Nov 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 |
|---|---|---|---|
| Morgan Stanley Trust Account ⇒ AMETEK, Inc. (AME) [ST] | joint | 365.3036871073011543519555794 | 88699.39 |
| The Bank of New York Mellon Corporation Common Stock (BK) [ST] | joint | 631.3173400673400673400673401 | 92917.29 |
| Morgan Stanley Trust Account ⇒ Blackstone Inc. (BX) [ST] | joint | 636.7306222939128958315646490 | 75809.15 |
| Citigroup, Inc. Common Stock (C) [ST] | joint | 930.3514435377452873868838421 | 112609.74 |
| Morgan Stanley Trust Account ⇒ Cardinal Health, Inc. Common Stock (CAH) [ST] | joint | 851.5839416058394160583941606 | 214207.42 |
| Morgan Stanley Trust Account ⇒ Chevron Corporation (CVX) [ST] | joint | 186.0786671246994160082445895 | 43172.11 |
| Datadog, Inc. - Class A Common Stock (DDOG) [ST] | joint | 279.1235578712318570896911053 | 78221.59 |
| Estee Lauder Companies, Inc. (EL) [ST] | joint | 784.7703254159254996337762896 | 85398.71 |
| Morgan Stanley Trust Account ⇒ EMCOR Group, Inc. Common Stock (EME) [ST] | joint | 53.12362085029176678271956063 | 35376.61 |
| GE Vernova Inc. Common Stock (GEV) [ST] | joint | 44.74372564946239519803956661 | 38238.88 |
| Guardant Health, Inc. - Common Stock (GH) [ST] | joint | 183.2769412958890204703095923 | 31752.73 |
| Morgan Stanley Trust Account ⇒ Hartford Financial Services Group, Inc. (HIG) [ST] | joint | 544.2706821480406386066763425 | 73988.16 |
| Morgan Stanley Trust Account ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST] | joint | 100.8643163056296939978896406 | 33692.72 |
| Morgan Stanley Trust Account ⇒ Marriott International - Class A Common Stock (MAR) [ST] | joint | 241.7499355337802991232594121 | 95430.79 |
| Morgan Stanley Trust Account ⇒ McKesson Corporation (MCK) [ST] | joint | 91.43168879298784576186470638 | 90779.78 |
| Microsoft Corporation - Common Stock (MSFT) [ST] | joint | 282.1523634662955534424300904 | 150274.35 |
| Morgan Stanley Trust Account ⇒ NVIDIA Corporation (NVDA) [ST] | joint | 938.3404825737265415549597855 | 202681.54 |
| Morgan Stanley Trust Account ⇒ Parker-Hannifin Corporation Common Stock (PH) [ST] | joint | 199.0995039592245380904705561 | 180071.56 |
| Morgan Stanley Trust Account ⇒ Raytheon Technologies Corporation (RTX) [ST] | joint | 341.6789318755256518082422204 | 67474.76 |
| Shopify Inc. - Class A Subordinate Voting Shares (SHOP) [ST] | joint | 515.6427345039489529612042846 | 86720.80 |
| Simon Property Group, Inc. Common Stock (SPG) [ST] | joint | 332.1576215030988069689730145 | 70646.60 |
| ViaSat, Inc. - Common Stock (VSAT) [ST] | joint | 530.176292327025681981465795 | 35198.40 |
| Morgan Stanley SEP IRA ⇒ Broadcom Inc. - Common Stock (AVGO) [ST] | not_reported | 23.11615140132909563709910431 | 7609.14 |
| The Bank of New York Mellon Corporation Common Stock (BK) [ST] | not_reported | 67.34427609427609427609427609 | 9911.73 |
| Citigroup, Inc. Common Stock (C) [ST] | not_reported | 68.12994975730222260069828834 | 8246.45 |
| Morgan Stanley SEP IRA ⇒ Cardinal Health, Inc. Common Stock (CAH) [ST] | not_reported | 38.93187347931873479318734793 | 9792.92 |
| Morgan Stanley SEP IRA ⇒ Curtiss-Wright Corporation Common Stock (CW) [ST] | not_reported | 14.51285214141890543653744989 | 6915.95 |
| Morgan Stanley SEP IRA ⇒ EMCOR Group, Inc. Common Stock (EME) [ST] | not_reported | 13.07719969270501315810980892 | 8708.50 |
| Morgan Stanley SEP IRA ⇒ The Hartford Insurance Group, Inc. Common Stock (HIG) [ST] | not_reported | 58.05878084179970972423802612 | 7892.51 |
| Morgan Stanley SEP IRA ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST] | not_reported | 24.82930916764943206504872447 | 8293.98 |
| O'Reilly Automotive, Inc. - Common Stock (ORLY) [ST] | not_reported | 1.80836586059597259004189743 | 164.65 |
| Morgan Stanley SEP IRA ⇒ Parker-Hannifin Corporation Common Stock (PH) [ST] | not_reported | 9.102234458905979794302357331 | 8232.33 |
| Morgan Stanley SEP IRA ⇒ Walmart Inc. - Common Stock (WMT) [ST] | not_reported | 71.81132752894713221434341621 | 8638.18 |
| Citigroup, Inc. Common Stock (C) [ST] | spouse | 68.15316466479257176931595536 | 8249.26 |
| Goldman Sachs Group, Inc. (GS) [ST] | spouse | 9.82334740834843295281992871 | 8775.00 |
| Hilton Worldwide Holdings Inc. Common Stock (HLT) [ST] | spouse | 23.04888940105442078879893982 | 8110.67 |
| JP Morgan Chase & Co. Common Stock (JPM) [ST] | spouse | 26.42696703441897337649468191 | 8827.66 |
| KKR & Co. Inc. Common Stock (KKR) [ST] | spouse | 39.52203573447505230314601786 | 3621.01 |
| Sphere Entertainment Co. Class A Common Stock (SPHR) [ST] | spouse | 51.82342272315066718486850628 | 5723.38 |
| State Street Corporation Common Stock (STT) [ST] | spouse | 66.98903123168383153311563259 | 11384.12 |
| Welltower Inc. Common Stock (WELL) [ST] | spouse | 38.48614585337694823936886665 | 9260.15 |
| Morgan Stanley - Rollover IRA ⇒ Williams Companies, Inc. (WMB) [ST] | spouse | 133.0976543004491765097321577 | 9549.76 |
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 |
|---|---|---|---|---|---|---|
| WMT | Joint | Jan 13, 2026 | $120.36 | Sep 28, 2026 | $108.73 | -9.66% |
| VSAT | Joint | Jan 22, 2026 | $44.23 | Sep 28, 2026 | $71.65 | 61.99% |
| VSAT | Joint | Jan 22, 2026 | $44.23 | Aug 28, 2026 | $67.37 | 52.32% |
| V | Joint | Jan 10, 2023 | $221.09 | Apr 24, 2026 | $309.42 | 39.95% |
| THC | Joint | Dec 10, 2025 | $197.47 | Apr 20, 2026 | $191.26 | -3.14% |
| THC | Spouse | Sep 3, 2025 | $186.91 | Apr 15, 2026 | $193.56 | 3.56% |
| ORLY | Joint | Dec 16, 2024 | $84.59 | Mar 19, 2026 | $87.91 | 3.92% |
| IBM | Joint | May 14, 2025 | $257.82 | Feb 17, 2026 | $258.31 | 0.19% |
| THC | Spouse | Sep 3, 2025 | $186.91 | Feb 11, 2026 | $226.35 | 21.10% |
| AMZN | Spouse | Mar 3, 2025 | $205.02 | Feb 11, 2026 | $204.08 | -0.46% |
| AMZN | Spouse | Mar 24, 2025 | $203.26 | Feb 11, 2026 | $204.08 | 0.40% |
| PANW | Joint | Dec 1, 2023 | $148.08 | Feb 5, 2026 | $154.77 | 4.52% |
| SHOP | Joint | Oct 6, 2025 | $164.50 | Jan 30, 2026 | $131.23 | -20.22% |
| SHOP | Joint | Dec 8, 2025 | $158.41 | Jan 30, 2026 | $131.23 | -17.16% |
| CPNG | Joint | Jul 3, 2024 | $20.91 | Jan 22, 2026 | $19.95 | -4.59% |
| HOOD | Spouse | Sep 5, 2025 | $101.25 | Jan 20, 2026 | $105.78 | 4.47% |
| PLTR | Joint | Dec 22, 2025 | $193.98 | Jan 16, 2026 | $170.96 | -11.87% |
| TMUS | Joint | Nov 7, 2023 | $147.13 | Jan 13, 2026 | $189.67 | 28.91% |
| HOOD | Joint | Oct 8, 2025 | $150.87 | Dec 22, 2025 | $122.37 | -18.89% |
| HOOD | Joint | Nov 6, 2025 | $127.08 | Dec 22, 2025 | $122.37 | -3.71% |
| MELI | Joint | May 23, 2023 | $1299.83 | Dec 10, 2025 | $1970.73 | 51.61% |
| NFLX | Joint | Apr 16, 2025 | $96.16 | Dec 8, 2025 | $96.79 | 0.65% |
| TMUS | Spouse | Mar 3, 2025 | $272.83 | Nov 11, 2025 | $211.98 | -22.30% |
| TMUS | Spouse | Mar 24, 2025 | $258.96 | Nov 11, 2025 | $211.98 | -18.14% |
| META | Spouse | Mar 3, 2025 | $655.05 | Nov 11, 2025 | $627.08 | -4.27% |
| META | Spouse | Mar 24, 2025 | $618.85 | Nov 11, 2025 | $627.08 | 1.33% |
| DOCS | Joint | Aug 25, 2025 | $66.40 | Nov 6, 2025 | $62.58 | -5.75% |
| LRCX | Spouse | Aug 13, 2025 | $106.74 | Sep 3, 2025 | $97.74 | -8.43% |
| ARM | Spouse | Jul 17, 2025 | $157.18 | Sep 2, 2025 | $132.34 | -15.80% |
| IBM | Spouse | May 21, 2025 | $260.87 | Aug 13, 2025 | $240.07 | -7.97% |
| LLY | Joint | Apr 21, 2025 | $818.02 | Jun 3, 2025 | $750.78 | -8.22% |
| LLY | Spouse | Apr 23, 2025 | $829.42 | May 21, 2025 | $724.95 | -12.60% |
| CHD | Joint | Nov 13, 2024 | $107.26 | May 14, 2025 | $92.86 | -13.42% |
| LIN | Joint | Jul 18, 2023 | $384.27 | May 7, 2025 | $449.66 | 17.02% |
| LIN | Joint | Jul 31, 2023 | $390.67 | May 7, 2025 | $449.66 | 15.10% |
| CHD | Spouse | Mar 3, 2025 | $112.06 | May 5, 2025 | $92.78 | -17.21% |
| CHD | Spouse | Mar 24, 2025 | $106.90 | May 5, 2025 | $92.78 | -13.21% |
| WMB | Spouse | Mar 17, 2025 | $58.39 | Apr 23, 2025 | $58.48 | 0.15% |
| GOOGL | Joint | Jun 7, 2023 | $122.50 | Apr 21, 2025 | $147.67 | 20.55% |
| META | Joint | Dec 9, 2024 | $613.57 | Apr 16, 2025 | $502.31 | -18.13% |
| AMZN | Joint | Nov 27, 2024 | $205.74 | Apr 16, 2025 | $174.33 | -15.27% |
| ARMK | Joint | Sep 19, 2024 | $38.91 | Apr 10, 2025 | $32.81 | -15.68% |
| GS | Spouse | Mar 3, 2025 | $605.26 | Apr 7, 2025 | $465.51 | -23.09% |
| GS | Spouse | Mar 24, 2025 | $580.10 | Apr 7, 2025 | $465.51 | -19.75% |
| KKR | Spouse | Mar 3, 2025 | $133.01 | Apr 4, 2025 | $92.79 | -30.24% |
| KKR | Spouse | Mar 24, 2025 | $121.97 | Apr 4, 2025 | $92.79 | -23.92% |
| PANW | Spouse | Mar 3, 2025 | $183.68 | Mar 17, 2025 | $185.00 | 0.72% |
| CRM | Joint | Jun 9, 2023 | $215.31 | Mar 11, 2025 | $277.05 | 28.67% |
| CRM | Joint | Oct 28, 2024 | $293.77 | Mar 11, 2025 | $277.05 | -5.69% |
| GD | Joint | Sep 24, 2024 | $304.67 | Dec 16, 2024 | $266.07 | -12.67% |
350 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 |
|---|---|---|---|---|
| LRCX — Lam Research Corporation - Common Stock (LRCX) [ST] | Joint | Purchase | Jan 19, 2024 | Sep 12, 2026 |
| W — Morgan Stanley Trust Account ⇒ Wayfair Inc. Class A Common Stock (W) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Jan 17, 2024 | Sep 14, 2026 |
| REGN — Morgan Stanley Trust Account ⇒ Regeneron Pharmaceuticals, Inc. - Common Stock (REGN) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 17, 2024 | Sep 14, 2026 |
| REGN — Regeneron Pharmaceuticals, Inc. - Common Stock (REGN) [ST] | Joint | Purchase | Jan 17, 2024 | Sep 12, 2026 |
| W — Wayfair Inc. Class A Common Stock (W) [ST] | Joint | Sale | Jan 17, 2024 | Sep 12, 2026 |
| CAH — Morgan Stanley Trust Account ⇒ Cardinal Health, Inc. Common Stock (CAH) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 12, 2024 | Sep 14, 2026 |
| CAH — Cardinal Health, Inc. Common Stock (CAH) [ST] | Joint | Purchase | Jan 12, 2024 | Sep 12, 2026 |
| BP — Morgan Stanley Trust Account ⇒ BP p.l.c. Common Stock (BP) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Jan 8, 2024 | Sep 14, 2026 |
| INTC — Morgan Stanley Trust Account ⇒ Intel Corporation - Common Stock (INTC) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 8, 2024 | Sep 14, 2026 |
| BP — BP p.l.c. Common Stock (BP) [ST] | Joint | Sale | Jan 8, 2024 | Sep 12, 2026 |
| INTC — Intel Corporation - Common Stock (INTC) [ST] | Joint | Purchase | Jan 8, 2024 | Sep 12, 2026 |
| HEI — Morgan Stanley Trust Account ⇒ Heico Corporation (HEI) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Dec 20, 2023 | Sep 14, 2026 |
| W — Morgan Stanley Trust Account ⇒ Wayfair Inc. Class A (W) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Dec 20, 2023 | Sep 14, 2026 |
| HEI — Heico Corporation (HEI) [ST] | Joint | Sale | Dec 20, 2023 | Sep 12, 2026 |
| W — Wayfair Inc. Class A (W) [ST] | Joint | Purchase | Dec 20, 2023 | Sep 12, 2026 |
| W — Morgan Stanley Trust Account ⇒ Wayfair Inc. Class A (W) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Dec 15, 2023 | Sep 14, 2026 |
| W — Wayfair Inc. Class A (W) [ST] | Joint | Purchase | Dec 15, 2023 | Sep 12, 2026 |
| ACI — Morgan Stanley Trust Account ⇒ Albertsons Companies, Inc. Class A (ACI) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Dec 14, 2023 | Sep 14, 2026 |
| ACI — Albertsons Companies, Inc. Class A (ACI) [ST] | Joint | Purchase | Dec 14, 2023 | Sep 12, 2026 |
| PANW — Morgan Stanley Trust Account ⇒ Palo Alto Networks, Inc. (PANW) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Dec 1, 2023 | Sep 14, 2026 |
| PANW — Palo Alto Networks, Inc. (PANW) [ST] | Joint | Purchase | Dec 1, 2023 | Sep 12, 2026 |
| ASML — Morgan Stanley Trust Account ⇒ ASML Holding N.V. - New York Registry Shares (ASML) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Nov 16, 2023 | Sep 14, 2026 |
| CHX — Morgan Stanley Trust Account ⇒ ChampionX Corporation (CHX) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Nov 16, 2023 | Sep 14, 2026 |
| HON — Morgan Stanley Trust Account ⇒ Honeywell International Inc. (HON) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Nov 16, 2023 | Sep 14, 2026 |
| ASML — ASML Holding N.V. - New York Registry Shares (ASML) [ST] | Joint | Sale | Nov 16, 2023 | Sep 12, 2026 |
| CHX — ChampionX Corporation (CHX) [ST] | Joint | Sale | Nov 16, 2023 | Sep 12, 2026 |
| HON — Honeywell International Inc. (HON) [ST] | Joint | Sale | Nov 16, 2023 | Sep 12, 2026 |
| TMUS — Morgan Stanley Trust Account ⇒ T-Mobile US, Inc. (TMUS) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Nov 7, 2023 | Sep 14, 2026 |
| TMUS — T-Mobile US, Inc. (TMUS) [ST] | Joint | Purchase | Nov 7, 2023 | Sep 12, 2026 |
| LULU — Morgan Stanley Trust Account ⇒ lululemon athletica inc. (LULU) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 30, 2023 | Sep 14, 2026 |
| HSY — Morgan Stanley Trust Account ⇒ The Hershey Company (HSY) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Oct 30, 2023 | Sep 14, 2026 |
| LULU — lululemon athletica inc. (LULU) [ST] | Joint | Purchase | Oct 30, 2023 | Sep 12, 2026 |
| HSY — The Hershey Company (HSY) [ST] | Joint | Sale | Oct 30, 2023 | Sep 12, 2026 |
| GPK — Morgan Stanley Trust Account ⇒ Graphic Packaging Holding Company (GPK) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Oct 11, 2023 | Sep 14, 2026 |
| MAR — Morgan Stanley Trust Account ⇒ Marriott International - Class A (MAR) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 11, 2023 | Sep 14, 2026 |
| GPK — Graphic Packaging Holding Company (GPK) [ST] | Joint | Sale | Oct 11, 2023 | Sep 12, 2026 |
| MAR — Marriott International - Class A (MAR) [ST] | Joint | Purchase | Oct 11, 2023 | Sep 12, 2026 |
| NEE — Morgan Stanley Trust Account ⇒ NextEra Energy, Inc. (NEE) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Oct 4, 2023 | Sep 14, 2026 |
| NEE — NextEra Energy, Inc. (NEE) [ST] | Joint | Sale | Oct 4, 2023 | Sep 12, 2026 |
| DTE — Morgan Stanley Trust Account ⇒ DTE Energy Company (DTE) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Sep 26, 2023 | Sep 14, 2026 |
| DTE — DTE Energy Company (DTE) [ST] | Joint | Sale | Sep 26, 2023 | Sep 12, 2026 |
| CHX — Morgan Stanley Trust Account ⇒ ChampionX Corporation (CHX) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Sep 19, 2023 | Sep 14, 2026 |
| NEE — Morgan Stanley Trust Account ⇒ NextEra Energy, Inc. (NEE) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Sep 19, 2023 | Sep 14, 2026 |
| CHX — ChampionX Corporation (CHX) [ST] | Joint | Purchase | Sep 19, 2023 | Sep 12, 2026 |
| NEE — NextEra Energy, Inc. (NEE) [ST] | Joint | Sale (partial) | Sep 19, 2023 | Sep 12, 2026 |
| TIMB — Morgan Stanley Trust Account ⇒ TIM S.A. American Depositary Shares (TIMB) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Aug 31, 2023 | Sep 14, 2026 |
| WCN — Morgan Stanley Trust Account ⇒ Waste Connections, Inc. Common Shares (WCN) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Aug 31, 2023 | Sep 14, 2026 |
| TIMB — TIM S.A. American Depositary Shares (TIMB) [ST] | Joint | Purchase | Aug 31, 2023 | Sep 12, 2026 |
| WCN — Waste Connections, Inc. Common Shares (WCN) [ST] | Joint | Sale | Aug 31, 2023 | Sep 12, 2026 |
| EME — Morgan Stanley Trust Account ⇒ EMCOR Group, Inc. (EME) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Aug 29, 2023 | Sep 14, 2026 |
47 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.