Republican · House NJ07
Wikipedia biography ↗Years Elected: About 3.8Rank: #90
Federal elected service; earlier service not yet verified.
15.19%
Cumulative estimated return
SPY: 13.01%
Outperformance: 2.18 percentage points
2025-10-24 – 2026-10-26
31.80%
Cumulative estimated return
SPY: 85.52%
Outperformance: -53.72 percentage points
2023-10-26 – 2026-10-26
25.72%
Cumulative estimated return
SPY: 69.46%
Outperformance: -43.74 percentage points
2022-03-31 – 2026-10-26
As of Oct 26, 2026. 147 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 |
|---|---|---|---|---|---|---|
| ICE | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $172.28Nov 2, 2026 | Unavailable |
| J | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $160.24Nov 2, 2026 | Unavailable |
| JNJ | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| LBTYK | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $7.99Nov 2, 2026 | Unavailable |
| LLYVA | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| BATRK | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| LLYVK | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| LION | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $12.14Nov 2, 2026 | Unavailable |
| MKL | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | $1904.42Nov 2, 2026 | Unavailable |
| MRK | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $148.36Nov 2, 2026 | Unavailable |
| MSFT | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | $507.12Nov 2, 2026 | Unavailable |
| MDLZ | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $66.38Nov 2, 2026 | Unavailable |
| NSRGY | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| NUE | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $277.65Nov 2, 2026 | Unavailable |
| ORCL | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $119.22Nov 2, 2026 | Unavailable |
| PEP | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $140.42Nov 2, 2026 | Unavailable |
| PM | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $208.29Nov 2, 2026 | Unavailable |
| PSX | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $275.04Nov 2, 2026 | Unavailable |
| SPGI | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $475.17Nov 2, 2026 | Unavailable |
| SIRI | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $29.57Nov 2, 2026 | Unavailable |
| SYK | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | $306.81Nov 2, 2026 | Unavailable |
| SNRE | Not reported | None | Unavailable | Unavailable | Unavailable | Unavailable |
| UNH | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $400.44Nov 2, 2026 | Unavailable |
| WBD | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $30.95Oct 5, 2026 | Unavailable |
| AA | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $39.90Nov 2, 2026 | Unavailable |
| AMZN | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $245.63Nov 2, 2026 | Unavailable |
| AMTM | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $22.47Nov 2, 2026 | Unavailable |
| T | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $21.44Nov 2, 2026 | Unavailable |
| BP | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| CHTR | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $115.54Nov 2, 2026 | Unavailable |
| CL | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $97.43Nov 2, 2026 | Unavailable |
| COP | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $146.84Nov 2, 2026 | Unavailable |
| HTLD | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $10.56Nov 2, 2026 | Unavailable |
| HWM | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $212.99Nov 2, 2026 | Unavailable |
| IBM | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| J | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $160.24Nov 2, 2026 | Unavailable |
| JNJ | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| JPM | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $340.58Nov 2, 2026 | Unavailable |
| MRK | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $148.36Nov 2, 2026 | Unavailable |
| NUE | Spouse | $100,001 - $250,000 | Unavailable | Unavailable | $277.65Nov 2, 2026 | Unavailable |
| PSX | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $275.04Nov 2, 2026 | Unavailable |
| QCOM | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $162.08Nov 2, 2026 | Unavailable |
| RTPPF | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| UNH | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | $400.44Nov 2, 2026 | Unavailable |
| WBD | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $30.95Oct 5, 2026 | Unavailable |
| WFC | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $85.89Nov 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 |
|---|---|---|---|
| State Street Bank & Trust Co. SP ⇒ Alcoa Corporation (AA) [ST] | not_reported | 150.5551373729770417764395935 | 5811.43 |
| State Street Bank & Trust Co. ⇒ Apple Inc. (AAPL) [ST] | not_reported | 275.8791289634370631942911793 | 94877.59 |
| Abbott Laboratories Common Stock (ABT) [ST] | not_reported | 334.8145726365769298157861846 | 35115.35 |
| Analog Devices, Inc. - Common Stock (ADI) [ST] | not_reported | 79.14537354515352946869406036 | 32285.77 |
| Amcor plc Ordinary Shares (AMCR) [ST] | not_reported | 1018.153539534304903460855498 | 47028.51 |
| State Street Bank & Trust Co. DC2 ⇒ Amgen Inc. (AMGN) [ST] | not_reported | 225.6822442885910700645788486 | 100345.10 |
| State Street Bank & Trust Co. SP ⇒ Amentum Holdings, Inc. Common Stock (AMTM) [ST] | not_reported | 551.7586206896551724137931034 | 12177.31 |
| Amazon.com, Inc. - Common Stock (AMZN) [ST] | not_reported | 314.4491248211412699451584898 | 78326.13 |
| State Street Bank & Trust Co. ⇒ Aon plc Class A Ordinary Shares (AON) [ST] | not_reported | 304.6389707549308546814781229 | 92019.25 |
| Becton, Dickinson and Company Common Stock (BDX) [ST] | not_reported | 158.2514521089197976446468956 | 31079.00 |
| State Street Bank & Trust Co. DC1 ⇒ BankUnited, Inc. (BKU) [ST] | not_reported | 246.7005858772741288930003084 | 10647.60 |
| State Street Bank & Trust Co. ⇒ Berkshire Hathaway Inc. (BRK.A) [ST] | not_reported | 0.09936473237943826179120296767 | 81670.95 |
| State Street Bank & Trust Co. ⇒ Citigroup, Inc. (C) [ST] | not_reported | 278.5200102836575542034450253 | 33712.06 |
| Chubb Limited Common Stock (CB) [ST] | not_reported | 700.7628871292919713420453933 | 249990.15 |
| State Street Bank & Trust Co. ⇒ Crown Holdings, Inc. (CCK) [ST] | not_reported | 631.2615324851898611245993978 | 73674.53 |
| Check Point Software Technologies Ltd. - Ordinary Shares (CHKP) [ST] | not_reported | 60.07448555192252046905606741 | 9589.69 |
| Kean Family Partnership ⇒ Clarivate Plc Ordinary Shares (CLVT) [ST] | not_reported | 477.3568019093078758949880668 | 892.66 |
| Kean Family Partnership ⇒ Comcast Corporation - Class A (CMCSA) [ST] | not_reported | 285.7128709936428803579594766 | 6299.97 |
| State Street Bank & Trust Co. SP ⇒ ConocoPhillips (COP) [ST] | not_reported | 694.3809422070291635509026814 | 105108.44 |
| Kean Family Partnership ⇒ Danaher Corporation Common Stock (DHR) [ST] | not_reported | 141.9731784029355233269264372 | 33075.49 |
| EQT Corporation Common Stock (EQT) [ST] | not_reported | 444.1276163377732131539480919 | 24360.40 |
| ESAB Corporation Common Stock (ESAB) [ST] | not_reported | 245.9222702160744095835785191 | 16553.03 |
| Kean Family Partnership ⇒ Fidelity National Information Services, Inc. (FIS) [ST] | not_reported | 120.3806801083358411074330424 | 4438.44 |
| Kean Family Partnership ⇒ Fiserv, Inc. Common Stock (FI) [ST] | not_reported | 125.3996865203761755485893417 | 6060.57 |
| Kean Family Partnership ⇒ Franco-Nevada Corporation (FNV) [ST] | not_reported | 156.7951563103049015824006175 | 36166.37 |
| Fortive Corporation Common Stock (FTV) [ST] | not_reported | 408.6819725405645127513099454 | 24839.69 |
| State Street Bank & Trust Co. DC2 ⇒ GE HealthCare Technologies Inc. - Common Stock (GEHC) [ST] | not_reported | 206.9451629591308846352819452 | 14895.91 |
| General Motors Company Common Stock (GM) [ST] | not_reported | 0.70865498303748136218756049 | 54.08 |
| Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | not_reported | 47.99231212112156542022344118 | 15078.70 |
| Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | not_reported | 537.5022012102217436021164146 | 170280.70 |
| State Street Bank & Trust Co. SP ⇒ Heartland Express, Inc. (HTLD) [ST] | not_reported | 1771.982281284606866002214839 | 17755.26 |
| State Street Bank & Trust Co. ⇒ Intercontinental Exchange Inc. (ICE) [ST] | not_reported | 401.3398369967893306989380094 | 64234.44 |
| Kean Family Partnership ⇒ Illumina, Inc. - Common Stock (ILMN) [ST] | not_reported | 60.99801768831960963708447697 | 16532.90 |
| State Street Bank & Trust Co. ⇒ Intel Corporation (INTC) [ST] | not_reported | 216.8157181571815718157181572 | 19615.32 |
| State Street Bank & Trust Co. ⇒ Illinois Tool Works Inc. (ITW) [ST] | not_reported | 131.9549330085261875761266748 | 36448.59 |
| State Street Bank & Trust Co. ⇒ Jacobs Solutions Inc. Common Stock (J) [ST] | not_reported | 60.39936584629322059489657255 | 8887.16 |
| Kean Family Partnership ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST] | not_reported | 24.82930916764943206504872447 | 8293.98 |
| State Street Bank & Trust Co. ⇒ Liberty Global plc - Class C Ordinary Shares (LBTYK) [ST] | not_reported | 724.6829710144927536231884058 | 5435.12 |
| Linde plc - Ordinary Shares (LIN) [ST] | not_reported | 48.87899063033375281442000621 | 24809.02 |
| State Street Bank & Trust Co. ⇒ Lionsgate Studios Corp Common Shares (LION) [ST] | not_reported | 876.2869660460021905805038335 | 10638.12 |
| Magnera Corporation Common Stock (MAGN) [ST] | not_reported | 89.5684167527832152714257691 | 1072.13 |
| State Street Bank & Trust Co. ⇒ Mondelez International, Inc. - Class A (MDLZ) [ST] | not_reported | 1997.046256734163106074679546 | 125754.00 |
| Markel Group Inc. Common Stock (MKL) [ST] | not_reported | 56.82658035130273048071317860 | 106493.01 |
| State Street Bank & Trust Co. DC1 ⇒ 3M Company (MMM) [ST] | not_reported | 87.53309579674349949480720639 | 15124.84 |
| State Street Bank & Trust Co. ⇒ Altria Group, Inc. (MO) [ST] | not_reported | 563.6576482830385015608740895 | 41496.48 |
| State Street Bank & Trust Co. SP ⇒ Merck & Company, Inc. Common Stock (MRK) [ST] | not_reported | 788.5331559946798403952118564 | 110875.65 |
| Microsoft Corporation - Common Stock (MSFT) [ST] | not_reported | 329.4088809553780496477279102 | 175443.17 |
| MasTec, Inc. Common Stock (MTZ) [ST] | not_reported | 30.04769773905205438293397431 | 5185.93 |
| State Street Bank & Trust Co. ⇒ Nucor Corporation (NUE) [ST] | not_reported | 199.2551039176016185396358286 | 51278.30 |
| nVent Electric plc Ordinary Shares (NVT) [ST] | not_reported | 257.8302213482236745371770579 | 33306.51 |
| State Street Bank & Trust Co. ⇒ Oracle Corporation (ORCL) [ST] | not_reported | 551.5417372120465856036119235 | 69527.35 |
| Pepsico, Inc. (PEP) [ST] | not_reported | 307.1010445564273080999369450 | 41599.91 |
| Kean Family Partnership ⇒ ProLogis, Inc. (PLD) [ST] | not_reported | 254.5864013786620711264295786 | 32156.81 |
| State Street Bank & Trust Co. ⇒ Philip Morris International Inc (PM) [ST] | not_reported | 202.6215710723192019950124688 | 40903.22 |
| State Street Bank & Trust Co. SP ⇒ Phillips 66 (PSX) [ST] | not_reported | 313.8639181649101053936763794 | 90659.59 |
| State Street Bank & Trust Co. SP ⇒ QUALCOMM Incorporated (QCOM) [ST] | not_reported | 190.0058462437883659748611517 | 34125.05 |
| Kean Family Partnership ⇒ Restaurant Brands International Inc. Common Shares (QSR) [ST] | not_reported | 476.3373882456397479114758904 | 35477.61 |
| State Street Bank & Trust Co. ⇒ SiriusXM Holdings Inc. - Common Stock (SIRI) [ST] | not_reported | 400.1250312578144536134033508 | 10969.43 |
| S&P Global Inc. Common Stock (SPGI) [ST] | not_reported | 47.71975188866028067792087745 | 21504.91 |
| Stryker Corporation Common Stock (SYK) [ST] | not_reported | 353.2207929562837102771730802 | 108131.48 |
| State Street Bank & Trust Co. SP ⇒ AT&T Inc. (T) [ST] | not_reported | 644.1626409017713365539452496 | 13430.79 |
| Kean Family Partnership ⇒ Thermo Fisher Scientific Inc (TMO) [ST] | not_reported | 56.08853222883769091379756666 | 38414.47 |
| Toast, Inc. Class A Common Stock (TOST) [ST] | not_reported | 280.0315015750787539376968848 | 8997.41 |
| Texas Instruments Incorporated - Common Stock (TXN) [ST] | not_reported | 82.66871184991777691357405030 | 24645.20 |
| State Street Bank & Trust Co. SP ⇒ UnitedHealth Group Incorporated Common Stock (UNH) [ST] | not_reported | 1764.567871315622065372148678 | 724708.02 |
| Kean Family Partnership ⇒ US Foods Holding Corp. (USFD) [ST] | not_reported | 212.6096199840552750465054478 | 21550.11 |
| Kean Family Partnership ⇒ Verizon Communications Inc. (VZ) [ST] | not_reported | 1841.406825435796710041738276 | 79364.63 |
| State Street Bank & Trust Co. ⇒ Warner Bros. Discovery, Inc. - Series A Common Stock (WBD) [ST] | not_reported | 277.6023594725884802220680083 | 8591.79 |
| Kean Family Partnership ⇒ WESCO International, Inc. Common Stock (WCC) [ST] | not_reported | 32.70315565729234793982995422 | 10775.69 |
| State Street Bank & Trust Co. SP ⇒ Wells Fargo & Company (WFC) [ST] | not_reported | 85.84227467811158798283261803 | 7094.86 |
| State Street Bank & Trust Co. DC2 ⇒ Exxon Mobil Corporation (XOM) [ST] | not_reported | 160.0420084016803360672134427 | 29534.15 |
| State Street Bank & Trust Co. SP ⇒ Charter Communications, Inc. - Class A (CHTR) [ST] | spouse | 38.32574850299401197604790419 | 3916.12 |
| State Street Bank & Trust Co. SP ⇒ Colgate-Palmolive Company (CL) [ST] | spouse | 101.2465198683877499367248798 | 9426.05 |
| State Street Bank & Trust Co. SP ⇒ Howmet Aerospace Inc. (HWM) [ST] | spouse | 365.8204077650960881865183884 | 71100.85 |
| State Street Bank & Trust Co. SP ⇒ Jacobs Solutions Inc. Common Stock (J) [ST] | spouse | 245.3608636569530424279027631 | 36102.40 |
| State Street Bank & Trust Co. SP ⇒ JP Morgan Chase & Co. (JPM) [ST] | spouse | 232.7617776674321891875116380 | 77751.74 |
| State Street Bank & Trust Co. SP ⇒ Nucor Corporation (NUE) [ST] | spouse | 1072.898657347802096744528232 | 276110.47 |
| State Street Bank & Trust Co. SP ⇒ Warner Bros. Discovery, Inc. - Series A Common Stock (WBD) [ST] | spouse | 277.6023594725884802220680083 | 8591.79 |
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 |
|---|---|---|---|---|---|---|
| No completed purchase/sale matches are available from the collected records. | ||||||
272 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 |
|---|---|---|---|---|
| AMZN — Amazon.com, Inc. - Common Stock (AMZN) [ST] | Not reported | Purchase | Feb 26, 2025 | Sep 11, 2026 |
| SYK — Stryker Corporation Common Stock (SYK) [ST] | Not reported | Sale (partial)Source rows (1)$15,001 - $50,000 Original ↗ · Row 5 · Ptr | Feb 26, 2025 | Sep 11, 2026 |
| MAGN — Kean Family Partnership ⇒ Magnera Corporation Common Stock (MAGN) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Feb 12, 2025 | Sep 14, 2026 |
| MAGN — Magnera Corporation Common Stock (MAGN) [ST] | Not reported | Sale | Feb 12, 2025 | Sep 11, 2026 |
| MDLZ — Kean Family Partnership ⇒ Mondelez International, Inc. - Class A Common Stock (MDLZ) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Feb 7, 2025 | Sep 14, 2026 |
| PRNDY — Kean Family Partnership ⇒ PERNOD RICARD S A SP/ADR (PRNDY) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Feb 7, 2025 | Sep 14, 2026 |
| MDLZ — Mondelez International, Inc. - Class A Common Stock (MDLZ) [ST] | Not reported | Purchase | Feb 7, 2025 | Sep 11, 2026 |
| PRNDY — PERNOD RICARD S A SP/ADR (PRNDY) [ST] | Not reported | Sale | Feb 7, 2025 | Sep 11, 2026 |
| MSFT — Kean Family Partnership ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 31, 2025 | Sep 14, 2026 |
| MSFT — Microsoft Corporation - Common Stock (MSFT) [ST] | Not reported | Purchase | Jan 31, 2025 | Sep 11, 2026 |
| AMZN — Kean Family Partnership ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 16, 2025 | Sep 14, 2026 |
| AMZN — Amazon.com, Inc. - Common Stock (AMZN) [ST] | Not reported | Purchase | Jan 16, 2025 | Sep 11, 2026 |
| CCK — Kean Family Partnership ⇒ Crown Holdings, Inc. (CCK) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 7, 2025 | Sep 14, 2026 |
| CCK — Crown Holdings, Inc. (CCK) [ST] | Not reported | Purchase | Jan 7, 2025 | Sep 11, 2026 |
| CP — Kean Family Partnership ⇒ Canadian Pacific Kansas City Limited Common Shares (CP) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Dec 27, 2024 | Sep 14, 2026 |
| PRNDY — Kean Family Partnership ⇒ PERNOD RICARD S A SP/ADR (PRNDY) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Dec 27, 2024 | Sep 14, 2026 |
| CP — Canadian Pacific Kansas City Limited Common Shares (CP) [ST] | Not reported | Purchase | Dec 27, 2024 | Sep 11, 2026 |
| PRNDY — PERNOD RICARD S A SP/ADR (PRNDY) [ST] | Not reported | Purchase | Dec 27, 2024 | Sep 11, 2026 |
| GOOG — Kean Family Partnership ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Dec 19, 2024 | Sep 14, 2026 |
| GOOG — Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Not reported | Sale | Dec 19, 2024 | Sep 11, 2026 |
| ABT — Kean Family Partnership ⇒ Abbott Laboratories Common Stock (ABT) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Dec 16, 2024 | Sep 14, 2026 |
| PLD — Kean Family Partnership ⇒ Prologis, Inc. Common Stock (PLD) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Dec 16, 2024 | Sep 14, 2026 |
| BEN — Kean Family Partnership ⇒ Franklin Resources, Inc. Common Stock (BEN) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 39 · Annual | Dec 16, 2024 | Sep 14, 2026 |
| ABT — Abbott Laboratories Common Stock (ABT) [ST] | Not reported | Purchase | Dec 16, 2024 | Sep 11, 2026 |
| BEN — Franklin Resources, Inc. Common Stock (BEN) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 5 · Ptr | Dec 16, 2024 | Sep 11, 2026 |
| PLD — Prologis, Inc. Common Stock (PLD) [ST] | Not reported | Purchase | Dec 16, 2024 | Sep 11, 2026 |
| ADI — Kean Family Partnership ⇒ Analog Devices, Inc. - Common Stock (ADI) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Dec 13, 2024 | Sep 14, 2026 |
| ADI — Analog Devices, Inc. - Common Stock (ADI) [ST] | Not reported | Purchase | Dec 13, 2024 | Sep 11, 2026 |
| LBTYK — State Street Bank & Trust Co. ⇒ Liberty Global Ltd. - Class C Common Shares (LBTYK) [ST] | Not reported | ExchangeAnnual schedule; unresolved, excluded from usable transactionsSource rows (2)$16,002–$65,000 Original ↗ · Row 29 · Annual Original ↗ · Row 30 · Annual | Nov 13, 2024 | Sep 14, 2026 |
| SNRE — State Street Bank & Trust Co. ⇒ Sunrise Communications AG - American Depositary Shares representing Class A shares (SNRE) [ST] | Not reported | ExchangeAnnual schedule; unresolved, excluded from usable transactions | Nov 13, 2024 | Sep 14, 2026 |
| LBTYK — Liberty Global Ltd. - Class C Common Shares (LBTYK) [ST] | Not reported | ExchangeSource rows (2)$16,002–$65,000 Original ↗ · Row 2 · Ptr Original ↗ · Row 3 · Ptr | Nov 13, 2024 | Sep 11, 2026 |
| SNRE — Sunrise Communications AG - American Depositary Shares representing Class A shares (SNRE) [ST] | Not reported | Exchange | Nov 13, 2024 | Sep 11, 2026 |
| FTV — Kean Family Partnership ⇒ Fortive Corporation Common Stock (FTV) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Nov 4, 2024 | Sep 14, 2026 |
| PDRDF — Kean Family Partnership ⇒ Pernod Ricard Ord Ordinary Shares (PDRDF) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Nov 4, 2024 | Sep 14, 2026 |
| FTV — Fortive Corporation Common Stock (FTV) [ST] | Not reported | Purchase | Nov 4, 2024 | Sep 11, 2026 |
| PDRDF — Pernod Ricard Ord Ordinary Shares (PDRDF) [ST] | Not reported | Sale | Nov 4, 2024 | Sep 11, 2026 |
| J — State Street Bank & Trust Co. ⇒ Jacobs Solutions Inc. Common Stock (J) [ST] | Not reported | ExchangeAnnual schedule; unresolved, excluded from usable transactionsSource rows (2)$16,002–$65,000 Original ↗ · Row 16 · Annual Original ↗ · Row 17 · Annual | Sep 30, 2024 | Sep 14, 2026 |
| AMTM — State Street Bank & Trust Co. ⇒ Amentum Holdings, Inc. Common Stock (AMTM) [ST] | Not reported | ExchangeAnnual schedule; unresolved, excluded from usable transactions | Sep 30, 2024 | Sep 14, 2026 |
| J — State Street Bank & Trust Co. SP ⇒ Jacobs Solutions Inc. Common Stock (J) [ST] | Not reported | ExchangeAnnual schedule; unresolved, excluded from usable transactionsSource rows (2)$30,002–$100,000 Original ↗ · Row 19 · Annual Original ↗ · Row 20 · Annual | Sep 30, 2024 | Sep 14, 2026 |
| AMTM — State Street Bank & Trust Co. SP ⇒ Amentum Holdings, Inc. Common Stock (AMTM) [ST] | Not reported | ExchangeAnnual schedule; unresolved, excluded from usable transactions | Sep 30, 2024 | Sep 14, 2026 |
| J — State Street Bank & Trust Co. DC1 ⇒ Jacobs Solutions Inc. Common Stock (J) [ST] | Not reported | ExchangeAnnual schedule; unresolved, excluded from usable transactionsSource rows (2)$30,002–$100,000 Original ↗ · Row 22 · Annual Original ↗ · Row 23 · Annual | Sep 30, 2024 | Sep 14, 2026 |
| AMTM — State Street Bank & Trust Co. DC1 ⇒ Amentum Holdings, Inc. Common Stock (AMTM) [ST] | Not reported | ExchangeAnnual schedule; unresolved, excluded from usable transactions | Sep 30, 2024 | Sep 14, 2026 |
| J — State Street Bank & Trust Co. DC2 ⇒ Jacobs Solutions Inc. Common Stock (J) [ST] | Not reported | ExchangeAnnual schedule; unresolved, excluded from usable transactionsSource rows (2)$30,002–$100,000 Original ↗ · Row 25 · Annual Original ↗ · Row 26 · Annual | Sep 30, 2024 | Sep 14, 2026 |
| AMTM — State Street Bank & Trust Co. DC2 ⇒ Amentum Holdings, Inc. Common Stock (AMTM) [ST] | Not reported | ExchangeAnnual schedule; unresolved, excluded from usable transactions | Sep 30, 2024 | Sep 14, 2026 |
| AMTM — Amentum Holdings, Inc. Common Stock (AMTM) [ST] | Not reported | ExchangeSource rows (4)$4,004–$60,000 Original ↗ · Row 1 · Ptr Original ↗ · Row 2 · Ptr Original ↗ · Row 3 · Ptr Original ↗ · Row 4 · Ptr | Sep 30, 2024 | Sep 11, 2026 |
| J — Jacobs Solutions Inc. Common Stock (J) [ST] | Not reported | ExchangeSource rows (8)$106,008–$365,000 Original ↗ · Row 5 · Ptr Original ↗ · Row 6 · Ptr Original ↗ · Row 7 · Ptr Original ↗ · Row 8 · Ptr Original ↗ · Row 9 · Ptr Original ↗ · Row 10 · Ptr Original ↗ · Row 11 · Ptr Original ↗ · Row 12 · Ptr | Sep 30, 2024 | Sep 11, 2026 |
| NKE — Kean Family Partnership ⇒ Nike, Inc. Common Stock (NKE) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 28 · Annual | Sep 11, 2024 | Sep 14, 2026 |
| NKE — Nike, Inc. Common Stock (NKE) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 15 · Ptr | Sep 11, 2024 | Sep 11, 2026 |
| LSXMA — State Street Bank & Trust Co. ⇒ Liberty Media Corporation - Series A Liberty SiriusXM Common Stock (LSXMA) [ST] | Not reported | ExchangeAnnual schedule; unresolved, excluded from usable transactions | Sep 10, 2024 | Sep 14, 2026 |
| LSXMK — State Street Bank & Trust Co. ⇒ Liberty Media Corporation - Series C Liberty SiriusXM Common Stock (LSXMK) [ST] | Not reported | ExchangeAnnual schedule; unresolved, excluded from usable transactions | Sep 10, 2024 | Sep 14, 2026 |
55 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.