Republican · House WA04
Wikipedia biography ↗Years Elected: About 11.8Rank: #74
Federal elected service; earlier service not yet verified.
9.80%
Cumulative estimated return
SPY: 13.01%
Outperformance: -3.21 percentage points
2025-10-24 – 2026-10-26
41.07%
Cumulative estimated return
SPY: 85.52%
Outperformance: -44.45 percentage points
2023-10-26 – 2026-10-26
31.60%
Cumulative estimated return
SPY: 67.86%
Outperformance: -36.26 percentage points
2021-10-26 – 2026-10-26
As of Oct 26, 2026. 201 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 |
|---|---|---|---|---|---|---|
| ACN | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $260.94Nov 2, 2026 | Unavailable |
| ADBE | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $251.47Nov 2, 2026 | Unavailable |
| AMD | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $466.84Nov 2, 2026 | Unavailable |
| GOOGL | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $278.99Nov 2, 2026 | Unavailable |
| AMZN | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $245.63Nov 2, 2026 | Unavailable |
| AME | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $241.91Nov 2, 2026 | Unavailable |
| ADI | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $412.85Nov 2, 2026 | Unavailable |
| AAPL | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $338.32Nov 2, 2026 | Unavailable |
| AMAT | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $374.53Nov 2, 2026 | Unavailable |
| T | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $21.44Nov 2, 2026 | Unavailable |
| ADP | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $298.78Nov 2, 2026 | Unavailable |
| BLK | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $1167.15Nov 2, 2026 | Unavailable |
| BX | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $120.14Nov 2, 2026 | Unavailable |
| BKNG | Spouse | None | Unavailable | Unavailable | $153.75Nov 2, 2026 | Unavailable |
| AVGO | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $322.23Nov 2, 2026 | Unavailable |
| BR | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $184.22Nov 2, 2026 | Unavailable |
| BRO | Spouse | None | Unavailable | Unavailable | $71.88Nov 2, 2026 | Unavailable |
| SCHW | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $88.71Nov 2, 2026 | Unavailable |
| COP | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $146.84Nov 2, 2026 | Unavailable |
| CSX | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $51.62Nov 2, 2026 | Unavailable |
| DHR | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $227.97Nov 2, 2026 | Unavailable |
| DE | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $667.60Nov 2, 2026 | Unavailable |
| DG | Spouse | None | Unavailable | Unavailable | $135.78Nov 2, 2026 | Unavailable |
| ELV | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $413.60Nov 2, 2026 | Unavailable |
| LLY | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $1410.99Nov 2, 2026 | Unavailable |
| EQR | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| WTRG | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $44.44Nov 2, 2026 | Unavailable |
| EL | Spouse | $1 - $1,000 | Unavailable | Unavailable | $104.77Nov 2, 2026 | Unavailable |
| EVRG | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $86.55Nov 2, 2026 | Unavailable |
| XOM | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $179.67Nov 2, 2026 | Unavailable |
| FISV | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $51.93Nov 2, 2026 | Unavailable |
| FMC | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $6.50Nov 2, 2026 | Unavailable |
| FTNT | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $126.21Nov 2, 2026 | Unavailable |
| GIS | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $34.75Nov 2, 2026 | Unavailable |
| HON | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $223.77Nov 2, 2026 | Unavailable |
| INTU | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $352.10Nov 2, 2026 | Unavailable |
| LIN | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $519.72Nov 2, 2026 | Unavailable |
| LOW | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $218.15Nov 2, 2026 | Unavailable |
| LULU | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $107.83Nov 2, 2026 | Unavailable |
| MGA | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $65.52Nov 2, 2026 | Unavailable |
| MPC | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $430.39Nov 2, 2026 | Unavailable |
| MSFT | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $507.12Nov 2, 2026 | Unavailable |
| MDLZ | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $66.38Nov 2, 2026 | Unavailable |
| MCO | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $506.02Nov 2, 2026 | Unavailable |
| NFLX | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $62.34Nov 2, 2026 | Unavailable |
| NEE | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $85.03Nov 2, 2026 | Unavailable |
| NKE | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $39.12Nov 2, 2026 | Unavailable |
| NI | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $44.86Nov 2, 2026 | Unavailable |
| NVDA | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $202.06Nov 2, 2026 | Unavailable |
| NXPI | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $257.24Nov 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 |
|---|---|---|---|
| Edward Jones IRA ⇒ Apple Inc. (AAPL) [ST] | spouse | 29.42875009195909659383506216 | 10120.84 |
| Accenture plc Class A Ordinary Shares (ACN) [ST] | spouse | 88.98140036071122350902063323 | 21998.87 |
| Edward Jones IRA ⇒ Analog Devices, Inc. - Common Stock (ADI) [ST] | spouse | 29.50036873156342182890855457 | 12034.09 |
| Edward Jones IRA ⇒ Automatic Data Processing, Inc. - Common Stock (ADP) [ST] | spouse | 31.10251525871787894102554134 | 9365.59 |
| Applied Materials, Inc. - Common Stock (AMAT) [ST] | spouse | 17.85272336508564923090634813 | 6919.54 |
| Amcor plc Ordinary Shares (AMCR) [ST] | spouse | 185.2825382121352477999073645 | 8558.20 |
| Advanced Micro Devices, Inc. (AMD) [ST] | spouse | 23.01694248734691313466149569 | 12228.44 |
| Edward Jones IRA ⇒ AMETEK, Inc. (AME) [ST] | spouse | 38.96790219667819395061127076 | 9461.80 |
| Edward Jones IRA ⇒ Amazon.com, Inc. (AMZN) [ST] | spouse | 34.66120786760246079195910233 | 8633.76 |
| Arista Networks, Inc. Common Stock (ANET) [ST] | spouse | 42.79257595207531022678647839 | 7584.56 |
| Amphenol Corporation Common Stock (APH) [ST] | spouse | 100.5972588960140827360744373 | 7571.96 |
| Edward Jones IRA ⇒ Broadcom Inc. (AVGO) [ST] | spouse | 23.11615140132909563709910431 | 7609.14 |
| Edward Jones IRA ⇒ BlackRock, Inc. (BLK) [ST] | spouse | 7.474727656632471924808939216 | 8428.95 |
| Edward Jones IRA ⇒ Broadridge Financial Solutions, Inc. Common Stock (BR) [ST] | spouse | 35.84935251153828919657660080 | 6491.96 |
| Edward Jones IRA ⇒ Blackstone Inc. Common Stock (BX) [ST] | spouse | 51.90411314389516024393408590 | 6179.70 |
| Edward Jones IRA ⇒ ConocoPhillips Common Stock (COP) [ST] | spouse | 85.46629633586155325285760068 | 12937.03 |
| Costco Wholesale Corporation - Common Stock (COST) [ST] | spouse | 8.731787175989085948158253752 | 8776.84 |
| Edward Jones IRA ⇒ Salesforce, Inc. (CRM) [ST] | spouse | 30.20082292099203503076516553 | 7478.03 |
| CSX Corporation (CSX) [ST] | spouse | 79.0582518294184631665703494 | 4056.48 |
| Deere & Company Common Stock (DE) [ST] | spouse | 3.55158839684083248869247628 | 2277.46 |
| Edward Jones IRA ⇒ Danaher Corporation (DHR) [ST] | spouse | 34.94889044207583435261226629 | 8142.04 |
| Edward Jones IRA ⇒ Walt Disney Company (DIS) [ST] | spouse | 71.85002245172878311629995510 | 7932.24 |
| Edward Jones IRA ⇒ Estee Lauder Companies, Inc. (EL) [ST] | spouse | 4.779411764705882352941176471 | 520.10 |
| Edward Jones IRA ⇒ Elevance Health, Inc. Common Stock (ELV) [ST] | spouse | 22.82270717444016545428612181 | 9843.89 |
| Edward Jones IRA ⇒ Evergy, Inc. (EVRG) [ST] | spouse | 110.3669471651262243068009381 | 9338.15 |
| FirstEnergy Corp. Common Stock (FE) [ST] | spouse | 166.9553422370617696160267112 | 7710.00 |
| Fidelity National Information Services, Inc. Common Stock (FIS) [ST] | spouse | 190.5788470700333492139113864 | 7026.64 |
| Edward Jones IRA ⇒ Fiserv, Inc. (FISV) [ST] | spouse | 125.3996865203761755485893417 | 6060.57 |
| Fortinet, Inc. - Common Stock (FTNT) [ST] | spouse | 49.95567550351162533352703536 | 9158.37 |
| Edward Jones IRA ⇒ General Mills, Inc. Common Stock (GIS) [ST] | spouse | 172.0537634408602150537634409 | 5798.21 |
| Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | spouse | 3.16163237873101453039938159 | 1001.61 |
| Honeywell International Inc. (HON) [ST] | spouse | 74.32734059622864715437755258 | 16298.50 |
| Edward Jones IRA ⇒ Linde plc Ordinary Shares (LIN) [ST] | spouse | 18.76333872745608480499073618 | 9523.52 |
| Eli Lilly and Company Common Stock (LLY) [ST] | spouse | 0.713400269035802020970223317 | 912.54 |
| Edward Jones IRA ⇒ Lowe's Companies, Inc. (LOW) [ST] | spouse | 33.17507049261900812738430917 | 6575.96 |
| Edward Jones IRA ⇒ lululemon athletica inc. - Common Stock (LULU) [ST] | spouse | 38.49910976372648092007121890 | 3961.94 |
| Edward Jones IRA ⇒ Moody's Corporation (MCO) [ST] | spouse | 15.66115298032690613683077224 | 7587.05 |
| Edward Jones IRA ⇒ Mondelez International, Inc. - Class A Common Stock (MDLZ) [ST] | spouse | 148.6253018762771688649451978 | 9358.94 |
| Magna International, Inc. Common Stock (MGA) [ST] | spouse | 25.6205381786675642246841494 | 1638.69 |
| Marathon Petroleum Corporation Common Stock (MPC) [ST] | spouse | 20.99790213537321158899937323 | 9882.45 |
| Morgan Stanley Common Stock (MS) [ST] | spouse | 35.99289184811948893287745186 | 6604.34 |
| Edward Jones IRA ⇒ Microsoft Corporation (MSFT) [ST] | spouse | 16.54294694181382076837186221 | 8810.77 |
| Micron Technology, Inc. - Common Stock (MU) [ST] | spouse | 8.169610946594506279995915450 | 7382.88 |
| Edward Jones IRA ⇒ NextEra Energy, Inc. (NEE) [ST] | spouse | 99.65744892874937717987045341 | 8175.90 |
| Edward Jones IRA ⇒ Netflix, Inc. (NFLX) [ST] | spouse | 85.32956484641638225255972696 | 5452.56 |
| Edward Jones IRA ⇒ NiSource Inc Common Stock (NI) [ST] | spouse | 191.5828544061302681992337165 | 8322.36 |
| Edward Jones IRA ⇒ Nike, Inc. Common Stock (NKE) [ST] | spouse | 125.5768325223669753570867996 | 4760.62 |
| Edward Jones IRA ⇒ ServiceNow, Inc. Common Stock (NOW) [ST] | spouse | 52.22599386382923167308571056 | 8261.11 |
| NVIDIA Corporation - Common Stock (NVDA) [ST] | spouse | 4.97387228154505739624095543 | 1074.36 |
| Edward Jones IRA ⇒ NXP Semiconductors N.V. - Common Stock (NXPI) [ST] | spouse | 36.85847231180318805860130839 | 9060.92 |
| Edward Jones IRA ⇒ ONEOK, Inc. Common Stock (OKE) [ST] | spouse | 108.8503401360544217687074830 | 10488.82 |
| Palo Alto Networks, Inc. (PANW) [ST] | spouse | 18.88557949376257462151161747 | 7374.06 |
| Edward Jones IRA ⇒ Pepsico, Inc. (PEP) [ST] | spouse | 55.74484392419175027870680045 | 7551.20 |
| Edward Jones IRA ⇒ Prologis, Inc. Common Stock (PLD) [ST] | spouse | 62.67037443208522638257872474 | 7915.89 |
| Edward Jones IRA ⇒ Ross Stores, Inc. - Common Stock (ROST) [ST] | spouse | 44.41267902742311535472410348 | 10397.45 |
| Edward Jones IRA ⇒ RTX Corporation Common Stock (RTX) [ST] | spouse | 43.62322791712104689203925845 | 8614.72 |
| Edward Jones IRA ⇒ Charles Schwab Corporation (SCHW) [ST] | spouse | 80.07706936242618356520868782 | 7185.32 |
| Edward Jones IRA ⇒ Synopsys, Inc. - Common Stock (SNPS) [ST] | spouse | 17.03248743932555565017457209 | 7738.37 |
| Edward Jones IRA ⇒ S&P Global Inc. Common Stock (SPGI) [ST] | spouse | 16.18566107464744374664177285 | 7294.07 |
| Edward Jones IRA ⇒ AT&T Inc. (T) [ST] | spouse | 322.0813204508856682769726248 | 6715.40 |
| Edward Jones IRA ⇒ Target Corporation Common Stock (TGT) [ST] | spouse | 81.84654731457800511508951407 | 12156.67 |
| Edward Jones IRA ⇒ T-Mobile US, Inc. (TMUS) [ST] | spouse | 39.40356579984239558707643814 | 5789.57 |
| Edward Jones IRA ⇒ Tesla, Inc. - Common Stock (TSLA) [ST] | spouse | 17.78995819621097571822467313 | 6966.90 |
| Edward Jones IRA ⇒ Textron Inc. Common Stock (TXT) [ST] | spouse | 91.78042904669037512905816221 | 7168.97 |
| Uber Technologies, Inc. Common Stock (UBER) [ST] | spouse | 107.3316340220016098738932117 | 7097.84 |
| Edward Jones IRA ⇒ Ulta Beauty, Inc. (ULTA) [ST] | spouse | 13.22374836779557362688220029 | 8269.21 |
| UnitedHealth Group Incorporated Common Stock (UNH) [ST] | spouse | 5.39430832678780692153089287 | 2215.44 |
| Edward Jones IRA ⇒ Union Pacific Corporation (UNP) [ST] | spouse | 34.58628739408611447345668338 | 10271.09 |
| United Parcel Service, Inc. Common Stock (UPS) [ST] | spouse | 9.52380773103608061431676781 | 955.43 |
| Edward Jones IRA ⇒ Visa Inc. (V) [ST] | spouse | 22.81229505859542071797211371 | 9219.82 |
| Edward Jones IRA ⇒ V.F. Corporation Common Stock (VFC) [ST] | spouse | 442.5055309734513274336283186 | 7500.47 |
| Edward Jones IRA ⇒ Verizon Communications Inc. Common Stock (VZ) [ST] | spouse | 196.4276945740240608887797692 | 8466.03 |
| Edward Jones IRA ⇒ Essential Utilities, Inc. Common Stock (WTRG) [ST] | spouse | 208.5636079249217935349322211 | 8918.18 |
| Edward Jones IRA ⇒ Exxon Mobil Corporation Common Stock (XOM) [ST] | 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 |
|---|---|---|---|---|---|---|
| UPS | Spouse | Aug 18, 2025 | $86.51 | Jul 10, 2026 | $112.47 | 30.01% |
| PANW | Spouse | Dec 11, 2025 | $190.36 | Jul 10, 2026 | $325.91 | 71.21% |
| FTNT | Spouse | Apr 10, 2024 | $68.13 | Jul 10, 2026 | $157.51 | 131.19% |
| FMC | Spouse | Apr 10, 2024 | $62.22 | Jul 10, 2026 | $10.91 | -82.47% |
| DE | Spouse | Apr 10, 2024 | $411.97 | Jul 10, 2026 | $586.86 | 42.45% |
| CSX | Spouse | Apr 10, 2024 | $35.41 | Jul 10, 2026 | $49.41 | 39.54% |
| AMAT | Spouse | Aug 18, 2025 | $163.53 | Jul 10, 2026 | $602.50 | 268.43% |
| AMD | Spouse | Aug 18, 2025 | $176.14 | Jul 10, 2026 | $557.89 | 216.73% |
| BRO | Spouse | Aug 18, 2025 | $94.95 | Dec 11, 2025 | $79.55 | -16.22% |
| RTX | Spouse | Apr 10, 2024 | $101.36 | Aug 18, 2025 | $155.50 | 53.41% |
| HSY | Spouse | Apr 10, 2024 | $192.03 | Apr 11, 2025 | $165.65 | -13.74% |
| RTX | Spouse | Apr 10, 2024 | $101.36 | Apr 11, 2025 | $128.26 | 26.54% |
| PEP | Spouse | Apr 10, 2024 | $168.95 | Apr 11, 2025 | $144.43 | -14.51% |
| NI | Spouse | Apr 10, 2024 | $27.30 | Apr 11, 2025 | $38.49 | 40.99% |
| HON | Spouse | Apr 10, 2024 | $193.87 | Apr 11, 2025 | $196.74 | 1.48% |
| FTNT | Spouse | Apr 10, 2024 | $68.13 | Apr 11, 2025 | $97.73 | 43.45% |
| EL | Spouse | Apr 10, 2024 | $144.87 | Apr 11, 2025 | $55.23 | -61.88% |
| ELV | Spouse | Apr 10, 2024 | $507.74 | Apr 11, 2025 | $439.81 | -13.38% |
| DG | Spouse | Apr 10, 2024 | $154.63 | Apr 11, 2025 | $89.04 | -42.42% |
| DE | Spouse | Apr 10, 2024 | $411.97 | Apr 11, 2025 | $459.13 | 11.45% |
| DHR | Spouse | Apr 10, 2024 | $245.87 | Apr 11, 2025 | $188.73 | -23.24% |
| ADI | Spouse | Apr 10, 2024 | $196.33 | Apr 11, 2025 | $179.16 | -8.75% |
| ACN | Spouse | Apr 10, 2024 | $324.40 | Apr 11, 2025 | $284.34 | -12.35% |
339 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 |
|---|---|---|---|---|
| CRM — Salesforce, Inc. Common Stock (CRM) [ST] | Spouse | Sale | Apr 10, 2024 | Sep 12, 2026 |
| NOW — ServiceNow, Inc. Common Stock (NOW) [ST] | Spouse | Sale | Apr 10, 2024 | Sep 12, 2026 |
| HSY — The Hershey Company Common Stock (HSY) [ST] | Spouse | Purchase | Apr 10, 2024 | Sep 12, 2026 |
| VFC — V.F. Corporation Common Stock (VFC) [ST] | Spouse | Purchase | Apr 10, 2024 | Sep 12, 2026 |
| HON — Honeywell International Inc. (HON) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Apr 26, 2023 | Sep 14, 2026 |
| INTU — Intuit Inc. (INTU) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Apr 26, 2023 | Sep 14, 2026 |
| NOW — ServiceNow, Inc. (NOW) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Apr 26, 2023 | Sep 14, 2026 |
| TFC — Truist Financial Corporation (TFC) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Apr 26, 2023 | Sep 14, 2026 |
| EQR — Equity Residential Common Shares of Beneficial Interest (EQR) [ST] | Not reported | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 21 · Ptr Original ↗ · Row 30 · Annual | Apr 26, 2023 | Sep 12, 2026 |
| HON — Honeywell International Inc. (HON) [ST] | Not reported | Purchase | Apr 26, 2023 | Sep 12, 2026 |
| INTU — Intuit Inc. (INTU) [ST] | Not reported | Purchase | Apr 26, 2023 | Sep 12, 2026 |
| NVDA — NVIDIA Corporation (NVDA) [ST] | Not reported | Sale (partial)Source rows (2)Combined amount unconfirmed Original ↗ · Row 40 · Ptr Original ↗ · Row 34 · Annual | Apr 26, 2023 | Sep 12, 2026 |
| NOW — ServiceNow, Inc. (NOW) [ST] | Not reported | Purchase | Apr 26, 2023 | Sep 12, 2026 |
| TFC — Truist Financial Corporation (TFC) [ST] | Not reported | Purchase | Apr 26, 2023 | Sep 12, 2026 |
| VFC — V.F. Corporation (VFC) [ST] | Not reported | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 57 · Ptr Original ↗ · Row 40 · Annual | Apr 26, 2023 | Sep 12, 2026 |
| T — AT&T Inc. (T) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 17, 2023 | Sep 14, 2026 |
| TSLA — Tesla, Inc. (TSLA) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 17, 2023 | Sep 14, 2026 |
| VZ — Verizon Communications Inc. (VZ) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 17, 2023 | Sep 14, 2026 |
| T — AT&T Inc. (T) [ST] | Not reported | Purchase | Mar 17, 2023 | Sep 12, 2026 |
| BKNG — Booking Holdings Inc. (BKNG) [ST] | Not reported | Sale (partial)Source rows (2)Combined amount unconfirmed Original ↗ · Row 12 · Ptr Original ↗ · Row 4 · Annual | Mar 17, 2023 | Sep 12, 2026 |
| DE — Deere & Company (DE) [ST] | Not reported | Sale (partial)Source rows (2)Combined amount unconfirmed Original ↗ · Row 16 · Ptr Original ↗ · Row 6 · Annual | Mar 17, 2023 | Sep 12, 2026 |
| MPC — Marathon Petroleum Corporation (MPC) [ST] | Not reported | Sale (partial)Source rows (2)Combined amount unconfirmed Original ↗ · Row 32 · Ptr Original ↗ · Row 33 · Annual | Mar 17, 2023 | Sep 12, 2026 |
| SBUX — Starbucks Corporation (SBUX) [ST] | Not reported | Sale (partial)Source rows (2)Combined amount unconfirmed Original ↗ · Row 46 · Ptr Original ↗ · Row 36 · Annual | Mar 17, 2023 | Sep 12, 2026 |
| TSLA — Tesla, Inc. (TSLA) [ST] | Not reported | Purchase | Mar 17, 2023 | Sep 12, 2026 |
| ULTA — Ulta Beauty, Inc. (ULTA) [ST] | Not reported | Sale (partial)Source rows (2)Combined amount unconfirmed Original ↗ · Row 53 · Ptr Original ↗ · Row 39 · Annual | Mar 17, 2023 | Sep 12, 2026 |
| VZ — Verizon Communications Inc. (VZ) [ST] | Not reported | Purchase | Mar 17, 2023 | Sep 12, 2026 |
| DHR — Danaher Corporation (DHR) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Sep 20, 2022 | Sep 14, 2026 |
| DHR — Danaher Corporation (DHR) [ST] | Not reported | Purchase | Sep 20, 2022 | Sep 12, 2026 |
| ULTA — Ulta Beauty, Inc. (ULTA) [ST] | Not reported | Sale (partial)Source rows (2)Combined amount unconfirmed Original ↗ · Row 52 · Ptr Original ↗ · Row 73 · Annual | Sep 20, 2022 | Sep 12, 2026 |
| AVGO — Broadcom Inc. (AVGO) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Aug 5, 2022 | Sep 14, 2026 |
| EL — Estee Lauder Companies, Inc. (EL) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Aug 5, 2022 | Sep 14, 2026 |
| LIN — Linde plc Ordinary Shares (LIN) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Aug 5, 2022 | Sep 14, 2026 |
| CRM — Salesforce, Inc. (CRM) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Aug 5, 2022 | Sep 14, 2026 |
| UNH — UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Aug 5, 2022 | Sep 14, 2026 |
| AVGO — Broadcom Inc. (AVGO) [ST] | Not reported | Purchase | Aug 5, 2022 | Sep 12, 2026 |
| LLY — Eli Lilly and Company (LLY) [ST] | Not reported | Sale (partial)Source rows (2)Combined amount unconfirmed Original ↗ · Row 20 · Ptr Original ↗ · Row 54 · Annual | Aug 5, 2022 | Sep 12, 2026 |
| EL — Estee Lauder Companies, Inc. (EL) [ST] | Not reported | Purchase | Aug 5, 2022 | Sep 12, 2026 |
| LIN — Linde plc Ordinary Shares (LIN) [ST] | Not reported | Purchase | Aug 5, 2022 | Sep 12, 2026 |
| MPC — Marathon Petroleum Corporation (MPC) [ST] | Not reported | Sale (partial)Source rows (2)Combined amount unconfirmed Original ↗ · Row 30 · Ptr Original ↗ · Row 61 · Annual | Aug 5, 2022 | Sep 12, 2026 |
| CRM — Salesforce, Inc. (CRM) [ST] | Not reported | Purchase | Aug 5, 2022 | Sep 12, 2026 |
| UNH — UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Not reported | Purchase | Aug 5, 2022 | Sep 12, 2026 |
| ADBE — Adobe Inc. (ADBE) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 8, 2022 | Sep 14, 2026 |
| GOOGL — Alphabet Inc. - Class A (GOOGL) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 8, 2022 | Sep 14, 2026 |
| AMZN — Amazon.com, Inc. (AMZN) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 8, 2022 | Sep 14, 2026 |
| AAPL — Apple Inc. (AAPL) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 8, 2022 | Sep 14, 2026 |
| BKNG — Booking Holdings Inc. (BKNG) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 8, 2022 | Sep 14, 2026 |
| DE — Deere & Company (DE) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 8, 2022 | Sep 14, 2026 |
| LLY — Eli Lilly and Company (LLY) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 8, 2022 | Sep 14, 2026 |
| FISV — Fiserv, Inc. (FISV) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 8, 2022 | Sep 14, 2026 |
| FTNT — Fortinet, Inc. (FTNT) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 8, 2022 | Sep 14, 2026 |
19 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.