Democrat · House MA09
Wikipedia biography ↗Years Elected: About 15.8Rank: #117
Federal elected service; earlier service not yet verified.
3.97%
Cumulative estimated return
SPY: 13.01%
Outperformance: -9.04 percentage points
2025-10-24 – 2026-10-26
10.50%
Cumulative estimated return
SPY: 85.52%
Outperformance: -75.02 percentage points
2023-10-26 – 2026-10-26
12.90%
Cumulative estimated return
SPY: 67.86%
Outperformance: -54.96 percentage points
2021-10-26 – 2026-10-26
As of Oct 26, 2026. 104 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 | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $258.24Oct 30, 2026 | Unavailable |
| ABNB | Not reported | None | Unavailable | Unavailable | $164.39Oct 30, 2026 | Unavailable |
| GOOGL | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $279.84Oct 30, 2026 | Unavailable |
| AMZN | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $240.35Oct 30, 2026 | Unavailable |
| AMH | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| ARMK | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $53.96Oct 30, 2026 | Unavailable |
| AZO | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $3169.82Oct 30, 2026 | Unavailable |
| BJ | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $107.32Oct 30, 2026 | Unavailable |
| CACI | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $675.62Oct 30, 2026 | Unavailable |
| CDW | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $153.79Oct 30, 2026 | Unavailable |
| CSGP | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $30.17Oct 30, 2026 | Unavailable |
| FISV | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $50.02Oct 30, 2026 | Unavailable |
| ICE | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $168.85Oct 30, 2026 | Unavailable |
| INTU | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $341.09Oct 30, 2026 | Unavailable |
| ISRG | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $432.01Oct 30, 2026 | Unavailable |
| J | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $154.62Oct 30, 2026 | Unavailable |
| JPM | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $337.04Oct 30, 2026 | Unavailable |
| KKR | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $94.39Oct 30, 2026 | Unavailable |
| KLAC | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $157.91Oct 30, 2026 | Unavailable |
| LRCX | Not reported | None | Unavailable | Unavailable | $239.11Oct 30, 2026 | Unavailable |
| LIN | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $514.24Oct 30, 2026 | Unavailable |
| LOW | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $209.07Oct 30, 2026 | Unavailable |
| MA | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $638.01Oct 30, 2026 | Unavailable |
| MCK | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $994.58Oct 30, 2026 | Unavailable |
| MRK | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $149.52Oct 30, 2026 | Unavailable |
| MSFT | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $521.91Oct 30, 2026 | Unavailable |
| MCO | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $493.91Oct 30, 2026 | Unavailable |
| NOC | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $557.54Oct 30, 2026 | Unavailable |
| PANW | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $365.87Oct 30, 2026 | Unavailable |
| PEP | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $137.34Oct 30, 2026 | Unavailable |
| PNC | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $227.86Oct 30, 2026 | Unavailable |
| PG | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| QCOM | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $164.79Oct 30, 2026 | Unavailable |
| NOW | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $105.12Oct 30, 2026 | Unavailable |
| TMO | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $697.00Oct 30, 2026 | Unavailable |
| TJX | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $140.31Oct 30, 2026 | Unavailable |
| TDG | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $1146.81Oct 30, 2026 | Unavailable |
| URI | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $1170.05Oct 30, 2026 | Unavailable |
| UNH | Not reported | $1 - $1,000 | Unavailable | Unavailable | $406.97Oct 30, 2026 | Unavailable |
| VEEV | Not reported | None | Unavailable | Unavailable | $312.96Oct 30, 2026 | Unavailable |
| VRTX | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $558.88Oct 30, 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 |
|---|---|---|---|
| Focus Partners IRA ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST] | not_reported | 29.81923220275810659709280656 | 7372.21 |
| Bill's IRA ⇒ Adobe Inc. (ADBE) [ST] | not_reported | 0.8389205497820985584981562186 | 216.96 |
| Focus Partners IRA ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST] | not_reported | 140.8045230049389134390434104 | 35073.00 |
| Focus Partners IRA ⇒ Aramark Common Stock (ARMK) [ST] | not_reported | 217.0510037981551817688551275 | 11805.40 |
| Focus Partners IRA ⇒ AutoZone, Inc. Common Stock (AZO) [ST] | not_reported | 2.358985699542975084770750405 | 7525.33 |
| Boeing Company (BA) [ST] | not_reported | 23.39623841249437299087641642 | 4405.75 |
| Focus Partners IRA ⇒ BJ's Wholesale Club Holdings, Inc. Common Stock (BJ) [ST] | not_reported | 88.86482283683216705542596912 | 9451.66 |
| Caterpillar, Inc. Common Stock (CAT) [ST] | not_reported | 7.24216809891379638068614257 | 5012.52 |
| Crown Castle International Corp. (CCI) [ST] | not_reported | 4.98791603833666271087134739 | 436.29 |
| Focus Partners IRA ⇒ CDW Corporation - Common Stock (CDW) [ST] | not_reported | 58.74082232011747430249632893 | 9588.26 |
| Comcast Corporation - Class A (CMCSA) [ST] | not_reported | 227.5501655742074555382910984 | 5017.48 |
| Focus Partners IRA ⇒ CoStar Group, Inc. - Common Stock (CSGP) [ST] | not_reported | 118.9842355740630577037477692 | 4009.77 |
| Focus Partners IRA ⇒ Fiserv, Inc. - Common Stock (FISV) [ST] | not_reported | 125.3996865203761755485893417 | 6060.57 |
| Focus Partners IRA ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | not_reported | 103.8354632587859424920127796 | 32895.07 |
| Focus Partners IRA ⇒ Intercontinental Exchange Inc. Common Stock (ICE) [ST] | not_reported | 49.39799950605087675969375154 | 7906.15 |
| Focus Partners IRA ⇒ Intuit Inc. - Common Stock (INTU) [ST] | not_reported | 12.07768485251049183297605749 | 4105.08 |
| Focus Partners IRA ⇒ Intuitive Surgical, Inc. - Common Stock (ISRG) [ST] | not_reported | 14.12617416484214986934105516 | 6379.80 |
| Focus Partners IRA ⇒ Jacobs Solutions Inc. Common Stock (J) [ST] | not_reported | 60.39936584629322059489657255 | 8887.16 |
| Focus Partners IRA ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST] | not_reported | 100.8643163056296939978896406 | 33692.72 |
| Focus Partners IRA ⇒ KLA Corporation - Common Stock (KLAC) [ST] | not_reported | 65.84340125753036837080686045 | 9824.49 |
| Focus Partners IRA ⇒ Linde plc - Ordinary Shares (LIN) [ST] | not_reported | 18.76333872745608480499073618 | 9523.52 |
| Focus Partners IRA ⇒ Lowe's Companies, Inc. Common Stock (LOW) [ST] | not_reported | 33.17507049261900812738430917 | 6575.96 |
| Focus Partners IRA ⇒ Mastercard Incorporated Common Stock (MA) [ST] | not_reported | 14.01432875560538116591928251 | 8597.79 |
| Focus Partners IRA ⇒ McKesson Corporation Common Stock (MCK) [ST] | not_reported | 9.753257994124029306708603055 | 9683.72 |
| Focus Partners IRA ⇒ Moody's Corporation Common Stock (MCO) [ST] | not_reported | 15.66115298032690613683077224 | 7587.05 |
| Focus Partners IRA ⇒ Merck & Company, Inc. Common Stock (MRK) [ST] | not_reported | 76.00703021090632718981569447 | 10687.35 |
| Focus Partners IRA ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | not_reported | 67.20255572556966213142549936 | 35792.08 |
| Focus Partners IRA ⇒ Northrop Grumman Corporation Common Stock (NOC) [ST] | not_reported | 14.03079567177004963083776153 | 7933.15 |
| Focus Partners IRA ⇒ ServiceNow, Inc. Common Stock (NOW) [ST] | not_reported | 52.22599386382923167308571056 | 8261.11 |
| NXP Semiconductors N.V. - Common Stock (NXPI) [ST] | not_reported | 0.17954503852486446064261912 | 44.14 |
| Focus Partners IRA ⇒ Palo Alto Networks, Inc. (PANW) [ST] | not_reported | 43.43376764386536373507057546 | 16959.15 |
| Focus Partners IRA ⇒ Pepsico, Inc. (PEP) [ST] | not_reported | 55.74484392419175027870680045 | 7551.20 |
| Focus Partners IRA ⇒ PNC Financial Services Group, Inc. (PNC) [ST] | not_reported | 38.32942078282949264600201217 | 8656.32 |
| Focus Partners IRA ⇒ QUALCOMM Incorporated - Common Stock (QCOM) [ST] | not_reported | 46.77287342882198187664425607 | 8400.41 |
| Focus Partners IRA ⇒ Transdigm Group Incorporated Common Stock (TDG) [ST] | not_reported | 6.016092040455690491408805504 | 6796.38 |
| Focus Partners IRA ⇒ TJX Companies, Inc. (TJX) [ST] | not_reported | 52.08319770848252066922726385 | 7484.36 |
| Focus Partners IRA ⇒ Thermo Fisher Scientific Inc Common Stock (TMO) [ST] | not_reported | 13.80705841746483734575890931 | 9456.32 |
| Focus Partners IRA ⇒ UnitedHealth Group Incorporated Common Stock (UNH) [ST] | not_reported | 1.516161279573475508163945352 | 622.69 |
| Focus Partners IRA ⇒ United Rentals, Inc. Common Stock (URI) [ST] | not_reported | 9.885459398013146839321899867 | 11090.50 |
| VeriSign, Inc. (VRSN) [ST] | not_reported | 44.97947980444415924540462699 | 13886.07 |
| Focus Partners IRA ⇒ Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) [ST] | not_reported | 17.64712369860596435503793894 | 9132.21 |
| Focus Partners IRA ⇒ KKR & Co. Inc. Common Stock (KKR) [ST] | spouse | 62.75886413555067461562598055 | 5749.97 |
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. | ||||||
116 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 |
|---|---|---|---|---|
| TMO — Focus Partners IRA ⇒ Thermo Fisher Scientific Inc Common Stock (TMO) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Apr 4, 2025 | Sep 14, 2026 |
| VEEV — Focus Partners IRA ⇒ Veeva Systems Inc. Class A Common Stock (VEEV) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Apr 4, 2025 | Sep 14, 2026 |
| MCK — Focus Partners IRA ⇒ McKesson Corporation Common Stock (MCK) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 44 · Annual | Apr 4, 2025 | Sep 14, 2026 |
| BJ — Focus Partners IRA ⇒ BJ's Wholesale Club Holdings, Inc. Common Stock (BJ) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Mar 3, 2025 | Sep 14, 2026 |
| BJ — BJ's Wholesale Club Holdings, Inc. Common Stock (BJ) [ST] | Not reported | Sale | Mar 3, 2025 | Sep 11, 2026 |
| PEP — Focus Partners IRA ⇒ Pepsico, Inc. (PEP) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Feb 5, 2025 | Sep 14, 2026 |
| MSFT — Focus Partners IRA ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Feb 5, 2025 | Sep 14, 2026 |
| ARMK — Focus Partners IRA ⇒ Aramark Common Stock (ARMK) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Feb 5, 2025 | Sep 14, 2026 |
| ACN — Focus Partners IRA ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Feb 5, 2025 | Sep 14, 2026 |
| ACN — Accenture plc Class A Ordinary Shares (ACN) [ST] | Not reported | Purchase | Feb 5, 2025 | Sep 11, 2026 |
| ARMK — Aramark Common Stock (ARMK) [ST] | Not reported | Purchase | Feb 5, 2025 | Sep 11, 2026 |
| MSFT — Microsoft Corporation - Common Stock (MSFT) [ST] | Not reported | Purchase | Feb 5, 2025 | Sep 11, 2026 |
| PEP — Pepsico, Inc. (PEP) [ST] | Not reported | Purchase | Feb 5, 2025 | Sep 11, 2026 |
| LRCX — Focus Partners IRA ⇒ Lam Research Corporation - Common Stock (LRCX) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Jan 24, 2025 | Sep 14, 2026 |
| KLAC — Focus Partners IRA ⇒ KLA Corporation - Common Stock (KLAC) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 24, 2025 | Sep 14, 2026 |
| KLAC — KLA Corporation - Common Stock (KLAC) [ST] | Not reported | Purchase | Jan 24, 2025 | Sep 11, 2026 |
| LRCX — Lam Research Corporation - Common Stock (LRCX) [ST] | Not reported | Sale | Jan 24, 2025 | Sep 11, 2026 |
| CSGP — Focus Partners IRA ⇒ CoStar Group, Inc. - Common Stock (CSGP) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 21, 2025 | Sep 14, 2026 |
| KKR — Focus Partners IRA ⇒ KKR & Co. Inc. Common Stock (KKR) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Jan 21, 2025 | Sep 14, 2026 |
| CSGP — CoStar Group, Inc. - Common Stock (CSGP) [ST] | Not reported | Purchase | Jan 21, 2025 | Sep 11, 2026 |
| ABNB — Focus Partners IRA ⇒ Airbnb, Inc. - Class A Common Stock (ABNB) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Jan 7, 2025 | Sep 14, 2026 |
| FI — Focus Partners IRA ⇒ Fiserv, Inc. Common Stock (FI) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 7, 2025 | Sep 14, 2026 |
| AMZN — Focus Partners IRA ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 7, 2025 | Sep 14, 2026 |
| ABNB — Airbnb, Inc. - Class A Common Stock (ABNB) [ST] | Not reported | Sale | Jan 7, 2025 | Sep 11, 2026 |
| AMZN — Amazon.com, Inc. - Common Stock (AMZN) [ST] | Not reported | Purchase | Jan 7, 2025 | Sep 11, 2026 |
| FI — Fiserv, Inc. Common Stock (FI) [ST] | Not reported | Purchase | Jan 7, 2025 | Sep 11, 2026 |
| GOOGL — Bill's IRA ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 31, 2024 | Sep 14, 2026 |
| AMZN — Bill's IRA ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 31, 2024 | Sep 14, 2026 |
| AMTM — Bill's IRA ⇒ Amentum Holdings, Inc. Common Stock (AMTM) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Oct 31, 2024 | Sep 14, 2026 |
| MSFT — Bill's IRA ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 31, 2024 | Sep 14, 2026 |
| QCOM — Bill's IRA ⇒ QUALCOMM Incorporated - Common Stock (QCOM) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 31, 2024 | Sep 14, 2026 |
| GOOGL — Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Not reported | Purchase | Oct 31, 2024 | Sep 11, 2026 |
| AMZN — Amazon.com, Inc. - Common Stock (AMZN) [ST] | Not reported | Purchase | Oct 31, 2024 | Sep 11, 2026 |
| AMTM — Amentum Holdings, Inc. Common Stock (AMTM) [ST] | Not reported | Sale | Oct 31, 2024 | Sep 11, 2026 |
| MSFT — Microsoft Corporation - Common Stock (MSFT) [ST] | Not reported | Purchase | Oct 31, 2024 | Sep 11, 2026 |
| QCOM — QUALCOMM Incorporated - Common Stock (QCOM) [ST] | Not reported | Purchase | Oct 31, 2024 | Sep 11, 2026 |
| CAT — Bill's IRA ⇒ Caterpillar, Inc. Common Stock (CAT) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Sep 11, 2024 | Sep 14, 2026 |
| NXPI — Bill's IRA ⇒ NXP Semiconductors N.V. - Common Stock (NXPI) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Sep 11, 2024 | Sep 14, 2026 |
| CAT — Caterpillar, Inc. Common Stock (CAT) [ST] | Not reported | Sale | Sep 11, 2024 | Sep 11, 2026 |
| NXPI — NXP Semiconductors N.V. - Common Stock (NXPI) [ST] | Not reported | Sale | Sep 11, 2024 | Sep 11, 2026 |
| ACN — Bill's IRA ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 14 · Annual | May 17, 2024 | Sep 14, 2026 |
| ABNB — Bill's IRA ⇒ Airbnb, Inc. - Class A Common Stock (ABNB) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 15 · Annual | May 17, 2024 | Sep 14, 2026 |
| GOOGL — Bill's IRA ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 16 · Annual | May 17, 2024 | Sep 14, 2026 |
| AZO — Bill's IRA ⇒ AutoZone, Inc. Common Stock (AZO) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 17 · Annual | May 17, 2024 | Sep 14, 2026 |
| CVS — Bill's IRA ⇒ CVS Health Corporation Common Stock (CVS) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | May 17, 2024 | Sep 14, 2026 |
| J — Bill's IRA ⇒ Jacobs Solutions Inc. Common Stock (J) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 19 · Annual | May 17, 2024 | Sep 14, 2026 |
| LOW — Bill's IRA ⇒ Lowe's Companies, Inc. Common Stock (LOW) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 20 · Annual | May 17, 2024 | Sep 14, 2026 |
| MSFT — Bill's IRA ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 21 · Annual | May 17, 2024 | Sep 14, 2026 |
| AMZN — Bill's IRA ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | May 17, 2024 | Sep 14, 2026 |
| ACN — Accenture plc Class A Ordinary Shares (ACN) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr | May 17, 2024 | Sep 12, 2026 |
51 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.