Democrat · House FL23
Wikipedia biography ↗Years Elected: About 3.7Rank: #44
Federal elected service; earlier service not yet verified.
11.73%
Cumulative estimated return
SPY: 14.60%
Outperformance: -2.87 percentage points
2025-09-15 – 2026-09-15
53.81%
Cumulative estimated return
SPY: 70.83%
Outperformance: -17.02 percentage points
2023-09-15 – 2026-09-15
59.79%
Cumulative estimated return
SPY: 98.05%
Outperformance: -38.26 percentage points
2022-12-30 – 2026-09-15
As of Sep 15, 2026. 304 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.
This extraction is incomplete or awaiting reconciliation. The source may contain additional holdings.
| Asset | Owner | Reported value | Purchased | Purchase price | Last close | Current ROI |
|---|---|---|---|---|---|---|
| SBUX | Not reported | None | Unavailable | Unavailable | $96.67Sep 17, 2026 | Unavailable |
| STE | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $208.04Sep 17, 2026 | Unavailable |
| SYK | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $280.13Sep 17, 2026 | Unavailable |
| TMUS | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $166.45Sep 17, 2026 | Unavailable |
| TSM | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| TSLA | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $366.20Sep 17, 2026 | Unavailable |
| TXN | Not reported | None | Unavailable | Unavailable | $258.14Sep 17, 2026 | Unavailable |
| CI | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $276.00Sep 17, 2026 | Unavailable |
| TJX | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $126.55Sep 17, 2026 | Unavailable |
| TSCO | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $32.82Sep 17, 2026 | Unavailable |
| UBER | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $70.87Sep 17, 2026 | Unavailable |
| UNH | Not reported | None | Unavailable | Unavailable | $375.21Sep 17, 2026 | Unavailable |
| V | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $369.93Sep 17, 2026 | Unavailable |
| GWW | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $1262.61Sep 17, 2026 | Unavailable |
| WMT | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $106.79Sep 17, 2026 | Unavailable |
| WM | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $213.33Sep 17, 2026 | Unavailable |
| AMZN | Not reported | $250,001 - $500,000 | Unavailable | Unavailable | $251.19Sep 17, 2026 | Unavailable |
| AMGN | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $379.78Sep 17, 2026 | Unavailable |
| AAPL | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $337.00Sep 17, 2026 | Unavailable |
| BAC | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $58.18Sep 17, 2026 | Unavailable |
| GS | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $951.47Sep 17, 2026 | Unavailable |
| HD | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| JNJ | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| MSFT | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $497.75Sep 17, 2026 | Unavailable |
| POAHF | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| PG | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| TSLA | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $366.20Sep 17, 2026 | Unavailable |
| UNH | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $375.21Sep 17, 2026 | Unavailable |
| ABBV | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $264.02Sep 17, 2026 | Unavailable |
| ACN | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $190.29Sep 17, 2026 | Unavailable |
| GOOG | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $343.68Sep 17, 2026 | Unavailable |
| AMZN | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $251.19Sep 17, 2026 | Unavailable |
| AXP | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| AMGN | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $379.78Sep 17, 2026 | Unavailable |
| ADI | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $362.65Sep 17, 2026 | Unavailable |
| AAPL | Dependent | $15,001 - $50,000 | Unavailable | Unavailable | $337.00Sep 17, 2026 | Unavailable |
| ATO | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $162.03Sep 17, 2026 | Unavailable |
| ADP | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $272.24Sep 17, 2026 | Unavailable |
| BRK.B | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $509.20Sep 17, 2026 | Unavailable |
| AVGO | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $347.30Sep 17, 2026 | Unavailable |
| BRO | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $65.12Sep 17, 2026 | Unavailable |
| CARR | Dependent | None | Unavailable | Unavailable | $54.39Sep 17, 2026 | Unavailable |
| CAT | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $798.57Sep 17, 2026 | Unavailable |
| CB | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| CSCO | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $110.24Sep 17, 2026 | Unavailable |
| COST | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $893.93Sep 17, 2026 | Unavailable |
| CMI | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $523.88Sep 17, 2026 | Unavailable |
| DELL | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| LLY | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $1152.44Sep 17, 2026 | Unavailable |
| GS | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $951.47Sep 17, 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 |
|---|---|---|---|
| Applied Materials, Inc. - Common Stock (AMAT) [ST] | dependent | 25.92892677156422679911198976 | 10920.49 |
| ASML Holding N.V. - New York Registry Shares (ASML) [ST] | dependent | 11.68280252916867452286035543 | 18592.95 |
| Stash UTMA (DC 2) ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | dependent | 63.66656719387247587784740872 | 32900.34 |
| Morgan Stanley Active Assets (6) ⇒ Costco Wholesale Corporation (COST) [ST] | dependent | 18.55532620544100934666140965 | 16724.84 |
| STIFEL Brokerage ⇒ Walt Disney Company (DIS) [ST] | dependent | 70.32170167882570097565263250 | 7483.64 |
| Morgan Stanley Active Assets (6) ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | dependent | 50.99107711918419375398342894 | 17409.88 |
| Morgan Stanley Active Assets (6) ⇒ Goldman Sachs Group, Inc. (GS) [ST] | dependent | 18.20364050056882821387940842 | 17778.95 |
| Morgan Stanley Active Assets (6) ⇒ W.W. Grainger, Inc. Common Stock (GWW) [ST] | dependent | 15.85748971805163272384916506 | 20131.56 |
| Morgan Stanley Active Assets (6) ⇒ Hormel Foods Corporation (HRL) [ST] | dependent | 249.1591404546870133914668328 | 5180.02 |
| Morgan Stanley Active Assets (6) ⇒ McDonald's Corporation (MCD) [ST] | dependent | 52.35415371527664169093348166 | 13234.08 |
| Morgan Stanley Active Assets (6) ⇒ Public Service Enterprise Group Incorporated (PEG) [ST] | dependent | 199.2652552926525529265255293 | 14032.26 |
| Morgan Stanley Active Assets (6) ⇒ QUALCOMM Incorporated (QCOM) [ST] | dependent | 93.54574685764396375328851214 | 17567.89 |
| Morgan Stanley Active Assets (6) ⇒ RPM International Inc. (RPM) [ST] | dependent | 153.8557692307692307692307692 | 15477.89 |
| Morgan Stanley Active Assets (6) ⇒ TJX Companies, Inc. (TJX) [ST] | dependent | 104.1663954169650413384545277 | 12979.13 |
| Accenture plc Class A Ordinary Shares (ACN) [ST] | not_reported | 81.13642344300791687510339540 | 15691.78 |
| Applied Materials, Inc. - Common Stock (AMAT) [ST] | not_reported | 26.86894556308794075143906549 | 11316.39 |
| ASML Holding N.V. - New York Registry Shares (ASML) [ST] | not_reported | 11.89857743411410263623238542 | 18936.35 |
| Morgan Stanley Active Assets (2) ⇒ Bank of America Corporation (BAC) [ST] | not_reported | 1363.645454545454545454545455 | 81164.18 |
| Stash IRA ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | not_reported | 96.49159454889087834477270466 | 49863.00 |
| Morgan Stanley Active Assets (1) ⇒ Costco Wholesale Corporation (COST) [ST] | not_reported | 37.68873066307952779646079273 | 33970.74 |
| Walt Disney Company (DIS) [ST] | not_reported | 1.80806824968734842788939304 | 192.41 |
| Morgan Stanley Active Assets (1) ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | not_reported | 103.5707456978967495219885277 | 35362.16 |
| Morgan Stanley Active Assets (2) ⇒ Goldman Sachs Group, Inc. (GS) [ST] | not_reported | 122.2992036405005688282138794 | 119445.96 |
| W.W. Grainger, Inc. Common Stock (GWW) [ST] | not_reported | 26.46020127625969113803818829 | 33592.02 |
| Morgan Stanley Active Assets (1) ⇒ Hormel Foods Corporation (HRL) [ST] | not_reported | 249.1591404546870133914668328 | 5180.02 |
| Morgan Stanley Active Assets (1) ⇒ Lucid Group, Inc. (LCID) [ST] | not_reported | 264.9172185430463576158940397 | 1091.46 |
| Morgan Stanley Active Assets (1) ⇒ Lumen Technologies, Inc. Common Stock (LUMN) [ST] | not_reported | 1029.665379665379665379665380 | 7032.61 |
| McDonald's Corporation Common Stock (MCD) [ST] | not_reported | 132.0818273473742695582364908 | 33387.64 |
| Morgan Stanley Active Assets (1) ⇒ Public Service Enterprise Group Incorporated (PEG) [ST] | not_reported | 404.7384806973848069738480697 | 28501.68 |
| Morgan Stanley Active Assets (1) ⇒ RPM International Inc. (RPM) [ST] | not_reported | 312.5048076923076923076923077 | 31437.98 |
| TJX Companies, Inc. (TJX) [ST] | not_reported | 262.6994280149742314516680869 | 32732.35 |
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. | ||||||
676 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 |
|---|---|---|---|---|
| ATO — Morgan Stanley Active Assets (6) ⇒ Atmos Energy Corporation Common Stock (ATO) [ST] | Dependent | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jul 5, 2024 | Sep 14, 2026 |
| AVGO — Morgan Stanley Active Assets (5) ⇒ Broadcom Inc. - Common Stock (AVGO) [ST] | Dependent | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jul 5, 2024 | Sep 14, 2026 |
| AVGO — Morgan Stanley Active Assets (6) ⇒ Broadcom Inc. - Common Stock (AVGO) [ST] | Dependent | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jul 5, 2024 | Sep 14, 2026 |
| BRK.B — Morgan Stanley Active Assets (5) ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | Dependent | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jul 5, 2024 | Sep 14, 2026 |
| BRK.B — Morgan Stanley Active Assets (6) ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | Dependent | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jul 5, 2024 | Sep 14, 2026 |
| MA — Morgan Stanley Active Assets (5) ⇒ Mastercard Incorporated Common Stock (MA) [ST] | Dependent | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 25 · Annual | Jul 5, 2024 | Sep 14, 2026 |
| MA — Morgan Stanley Active Assets (6) ⇒ Mastercard Incorporated Common Stock (MA) [ST] | Dependent | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 5, 2024 | Sep 14, 2026 |
| MDLZ — Morgan Stanley Active Assets (5) ⇒ Mondelez International, Inc. - Class A Common Stock (MDLZ) [ST] | Dependent | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 5, 2024 | Sep 14, 2026 |
| ELV — Morgan Stanley Active Assets (6) ⇒ Elevance Health, Inc. Common Stock (ELV) [ST] | Dependent | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jul 5, 2024 | Sep 14, 2026 |
| LIN — Morgan Stanley Active Assets (5) ⇒ Linde plc - Ordinary Shares (LIN) [ST] | Dependent | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jul 5, 2024 | Sep 14, 2026 |
| LIN — Morgan Stanley Active Assets (6) ⇒ Linde plc - Ordinary Shares (LIN) [ST] | Dependent | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jul 5, 2024 | Sep 14, 2026 |
| WEC — Morgan Stanley Active Assets (6) ⇒ WEC Energy Group, Inc. Common Stock (WEC) [ST] | Dependent | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 5, 2024 | Sep 14, 2026 |
| ZTS — Morgan Stanley Active Assets (6) ⇒ Zoetis Inc. Class A Common Stock (ZTS) [ST] | Dependent | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 5, 2024 | Sep 14, 2026 |
| ZTS — Morgan Stanley Active Assets (5) ⇒ Zoetis Inc. Class A Common Stock (ZTS) [ST] | Dependent | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 5, 2024 | Sep 14, 2026 |
| JPM — Morgan Stanley Active Assets (6) ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST] | Dependent | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jul 5, 2024 | Sep 14, 2026 |
| CMCSA — Morgan Stanley Active Assets (6) ⇒ Comcast Corporation - Class A Common Stock (CMCSA) [ST] | Dependent | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 5, 2024 | Sep 14, 2026 |
| WM — Morgan Stanley Active Assets (5) ⇒ Waste Management, Inc. Common Stock (WM) [ST] | Dependent | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 36 · Annual | Jul 5, 2024 | Sep 14, 2026 |
| NVDA — Morgan Stanley Active Assets (5) ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | Dependent | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jul 5, 2024 | Sep 14, 2026 |
| NVDA — Morgan Stanley Active Assets (6) ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | Dependent | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jul 5, 2024 | Sep 14, 2026 |
| FDS — Morgan Stanley Active Assets (5) ⇒ FactSet Research Systems Inc. Common Stock (FDS) [ST] | Dependent | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 5, 2024 | Sep 14, 2026 |
| FDS — Morgan Stanley Active Assets (6) ⇒ FactSet Research Systems Inc. Common Stock (FDS) [ST] | Dependent | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 5, 2024 | Sep 14, 2026 |
| AMZN — Morgan Stanley Active Assets (5) ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST] | Dependent | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jul 5, 2024 | Sep 14, 2026 |
| AMZN — Morgan Stanley Active Assets (6) ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST] | Dependent | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jul 5, 2024 | Sep 14, 2026 |
| ALL — Morgan Stanley Active Assets (5) ⇒ Allstate Corporation (ALL) [ST] | Dependent | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 5, 2024 | Sep 14, 2026 |
| ALL — Morgan Stanley Active Assets (6) ⇒ Allstate Corporation (ALL) [ST] | Dependent | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 5, 2024 | Sep 14, 2026 |
| ORCL — Morgan Stanley Active Assets (5) ⇒ Oracle Corporation Common Stock (ORCL) [ST] | Dependent | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jul 5, 2024 | Sep 14, 2026 |
| ORCL — Morgan Stanley Active Assets (6) ⇒ Oracle Corporation Common Stock (ORCL) [ST] | Dependent | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jul 5, 2024 | Sep 14, 2026 |
| TD — Morgan Stanley Active Assets (1) ⇒ Toronto Dominion Bank (TD) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 5, 2024 | Sep 14, 2026 |
| SO — Morgan Stanley Active Assets (1) ⇒ Southern Company (SO) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jul 5, 2024 | Sep 14, 2026 |
| SNA — Morgan Stanley Active Assets (1) ⇒ Snap-On Incorporated Common Stock (SNA) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 5, 2024 | Sep 14, 2026 |
| SHW — Morgan Stanley Active Assets (1) ⇒ Sherwin-Williams Company (SHW) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (2)$2,002–$30,000 Original ↗ · Row 84 · Annual Original ↗ · Row 85 · Annual | Jul 5, 2024 | Sep 14, 2026 |
| PNC — Morgan Stanley Active Assets (1) ⇒ PNC Financial Services Group, Inc. (PNC) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 5, 2024 | Sep 14, 2026 |
| NOC — Morgan Stanley Active Assets (1) ⇒ Northrop Grumman Corporation Common Stock (NOC) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 5, 2024 | Sep 14, 2026 |
| LOW — Morgan Stanley Active Assets (1) ⇒ Lowe's Companies, Inc. Common Stock (LOW) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 5, 2024 | Sep 14, 2026 |
| ABT — Morgan Stanley Active Assets (1) ⇒ Abbott Laboratories Common Stock (ABT) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jul 5, 2024 | Sep 14, 2026 |
| AVGO — Morgan Stanley Active Assets (1) ⇒ Broadcom Inc. - Common Stock (AVGO) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jul 5, 2024 | Sep 14, 2026 |
| CB — Morgan Stanley Active Assets (1) ⇒ Chubb Limited Common Stock (CB) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jul 5, 2024 | Sep 14, 2026 |
| MA — Morgan Stanley Active Assets (1) ⇒ Mastercard Incorporated Common Stock (MA) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 5, 2024 | Sep 14, 2026 |
| MDLZ — Morgan Stanley Active Assets (1) ⇒ Mondelez International, Inc. - Class A Common Stock (MDLZ) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 5, 2024 | Sep 14, 2026 |
| WEC — Morgan Stanley Active Assets (1) ⇒ WEC Energy Group, Inc. Common Stock (WEC) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 5, 2024 | Sep 14, 2026 |
| ZTS — Morgan Stanley Active Assets (1) ⇒ Zoetis Inc. Class A Common Stock (ZTS) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 5, 2024 | Sep 14, 2026 |
| JPM — Morgan Stanley Active Assets (1) ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jul 5, 2024 | Sep 14, 2026 |
| CMCSA — Morgan Stanley Active Assets (1) ⇒ Comcast Corporation - Class A Common Stock (CMCSA) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 5, 2024 | Sep 14, 2026 |
| WM — Morgan Stanley Active Assets (1) ⇒ Waste Management, Inc. Common Stock (WM) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jul 5, 2024 | Sep 14, 2026 |
| FDS — Morgan Stanley Active Assets (1) ⇒ FactSet Research Systems Inc. Common Stock (FDS) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 5, 2024 | Sep 14, 2026 |
| AMZN — Morgan Stanley Active Assets (1) ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (2)$2,002–$30,000 Original ↗ · Row 100 · Annual Original ↗ · Row 101 · Annual | Jul 5, 2024 | Sep 14, 2026 |
| ALL — Morgan Stanley Active Assets (1) ⇒ Allstate Corporation (ALL) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 5, 2024 | Sep 14, 2026 |
| ORCL — Morgan Stanley Active Assets (1) ⇒ Oracle Corporation Common Stock (ORCL) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jul 5, 2024 | Sep 14, 2026 |
| ABT — Abbott Laboratories Common Stock (ABT) [ST] | Not reported | Purchase | Jul 5, 2024 | Sep 12, 2026 |
| CB — Chubb Limited Common Stock (CB) [ST] | Not reported | Purchase | Jul 5, 2024 | Sep 12, 2026 |
30 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.