1 year
11.65%
Cumulative estimated return
SPY: 14.60%
Outperformance: -2.95 percentage points
2025-09-15 – 2026-09-15
Missing information
- 101 sales exceeding observed holdings (unmatched amount omitted).
- 2 rows without a saved price.
Jared Moskowitz
Updated Sep 14, 2026Democrat · House FL23
Wikipedia biography ↗Years Elected: About 3.7Rank: #42
Service dates
Federal elected service; earlier service not yet verified.
- Jan 3, 2023 – Sep 16, 2026
Estimated public-equity portfolio performance
3 years
49.03%
Cumulative estimated return
SPY: 70.83%
Outperformance: -21.80 percentage points
2023-09-15 – 2026-09-15
Missing information
- 101 sales exceeding observed holdings (unmatched amount omitted).
- 2 rows without a saved price.
5 years
45.63%
Cumulative estimated return
SPY: 89.78%
Outperformance: -44.15 percentage points
2023-02-21 – 2026-09-15
Missing information
- 101 sales exceeding observed holdings (unmatched amount omitted).
- 2 rows without a saved price.
- Available investment history starts 2023-02-21.
As of Sep 15, 2026. 304 parsed trades. Ranks use three-year return.
How estimates are calculated
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.
Current holdings
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 |
|---|---|---|---|---|---|---|
| HCA | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| HD | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| HON | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $203.44Sep 15, 2026 | Unavailable |
| ITW | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $268.60Sep 15, 2026 | Unavailable |
| JNJ | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| JPM | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $352.49Sep 15, 2026 | Unavailable |
| LIN | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $462.96Sep 15, 2026 | Unavailable |
| LMT | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $533.46Sep 15, 2026 | Unavailable |
| MA | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $573.27Sep 15, 2026 | Unavailable |
| MCD | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $252.78Sep 15, 2026 | Unavailable |
| MCK | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $899.56Sep 15, 2026 | Unavailable |
| META | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $670.24Sep 15, 2026 | Unavailable |
| MSFT | Dependent | $15,001 - $50,000 | Unavailable | Unavailable | $497.12Sep 15, 2026 | Unavailable |
| NEE | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $81.07Sep 15, 2026 | Unavailable |
| NVDA | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $212.17Sep 15, 2026 | Unavailable |
| ORCL | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $140.35Sep 15, 2026 | Unavailable |
| PEP | Dependent | None | Unavailable | Unavailable | $135.50Sep 15, 2026 | Unavailable |
| PG | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| PEG | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| QCOM | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $187.80Sep 15, 2026 | Unavailable |
| ROP | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $383.94Sep 15, 2026 | Unavailable |
| RPM | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $100.60Sep 15, 2026 | Unavailable |
| SPGI | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $412.52Sep 15, 2026 | Unavailable |
| SHW | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| SNA | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $374.82Sep 15, 2026 | Unavailable |
| SO | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $85.95Sep 15, 2026 | Unavailable |
| SBUX | Dependent | None | Unavailable | Unavailable | $96.58Sep 15, 2026 | Unavailable |
| SYK | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $281.50Sep 15, 2026 | Unavailable |
| TMUS | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $180.47Sep 15, 2026 | Unavailable |
| TSM | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| TXN | Dependent | None | Unavailable | Unavailable | $263.43Sep 15, 2026 | Unavailable |
| CI | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $288.90Sep 15, 2026 | Unavailable |
| TJX | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $124.60Sep 15, 2026 | Unavailable |
| TSCO | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $33.03Sep 15, 2026 | Unavailable |
| V | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $375.62Sep 15, 2026 | Unavailable |
| GWW | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $1269.53Sep 15, 2026 | Unavailable |
| WMT | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $108.09Sep 15, 2026 | Unavailable |
| WM | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $217.25Sep 15, 2026 | Unavailable |
| ABBV | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $263.04Sep 15, 2026 | Unavailable |
| ACN | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $193.40Sep 15, 2026 | Unavailable |
| GOOG | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $341.43Sep 15, 2026 | Unavailable |
| AMZN | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $248.42Sep 15, 2026 | Unavailable |
| AXP | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| AMGN | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $375.65Sep 15, 2026 | Unavailable |
| ADI | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $361.35Sep 15, 2026 | Unavailable |
| AAPL | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $331.34Sep 15, 2026 | Unavailable |
| ATO | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $162.04Sep 15, 2026 | Unavailable |
| ADP | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $276.53Sep 15, 2026 | Unavailable |
| BRK.B | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $516.76Sep 15, 2026 | Unavailable |
| AVGO | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $339.27Sep 15, 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.
Estimated positions as of Sep 15, 2026
| 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) ⇒ Sherwin-Williams Company (SHW) [ST] | dependent | 24.69061506650618769866987625 | 7980.50 |
| 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 |
| 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 |
| 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 |
| Morgan Stanley Active Assets (1) ⇒ Sherwin-Williams Company (SHW) [ST] | not_reported | 24.69061506650618769866987625 | 7980.50 |
| TJX Companies, Inc. (TJX) [ST] | not_reported | 262.6994280149742314516680869 | 32732.35 |
Completed trades
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. 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. | ||||||
All trades
676 public-equity trades. Annual schedule rows are labeled because they may repeat transaction reports. Superseded and unresolved reports remain in the disclosures below.
| Ticker | Owner | Transaction Type | Trade Date | Found Date |
|---|---|---|---|---|
| SHW — Morgan Stanley Active Assets (5) ⇒ Sherwin-Williams Company (SHW) [ST] | Dependent | PurchaseAnnual schedule; may repeat a PTR | Nov 8, 2024 | Sep 14, 2026 |
| PEP — Morgan Stanley Active Assets (6) ⇒ Pepsico, Inc. (PEP) [ST] | Dependent | PurchaseAnnual schedule; may repeat a PTR | Nov 8, 2024 | Sep 14, 2026 |
| CMI — Morgan Stanley Active Assets (6) ⇒ Cummins Inc. Common Stock (CMI) [ST] | Dependent | PurchaseAnnual schedule; may repeat a PTR | Nov 8, 2024 | Sep 14, 2026 |
| SBCF — Morgan Stanley Active Assets (6) ⇒ Seacoast Banking Corporation of Florida - Common Stock (SBCF) [ST] | Dependent | SaleAnnual schedule; may repeat a PTR | Nov 8, 2024 | Sep 14, 2026 |
| AVGO — Morgan Stanley Active Assets (6) ⇒ Broadcom Inc. - Common Stock (AVGO) [ST] | Dependent | PurchaseAnnual schedule; may repeat a PTR | Nov 8, 2024 | Sep 14, 2026 |
| LIN — Morgan Stanley Active Assets (6) ⇒ Linde plc - Ordinary Shares (LIN) [ST] | Dependent | PurchaseAnnual schedule; may repeat a PTR | Nov 8, 2024 | Sep 14, 2026 |
| AMZN — Morgan Stanley Active Assets (6) ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST] | Dependent | PurchaseAnnual schedule; may repeat a PTR | Nov 8, 2024 | Sep 14, 2026 |
| TSCO — Morgan Stanley Active Assets (6) ⇒ Tractor Supply Company - Common Stock (TSCO) [ST] | Dependent | PurchaseAnnual schedule; may repeat a PTR | Nov 8, 2024 | Sep 14, 2026 |
| SHW — Morgan Stanley Active Assets (6) ⇒ Sherwin-Williams Company (SHW) [ST] | Dependent | PurchaseAnnual schedule; may repeat a PTR | Nov 8, 2024 | Sep 14, 2026 |
| AOS — A.O. Smith Corporation Common Stock (AOS) [ST] | Not reported | Sale | Nov 8, 2024 | Sep 11, 2026 |
| ACN — Accenture plc Class A Ordinary Shares (ACN) [ST] | Not reported | Purchase | Nov 8, 2024 | Sep 11, 2026 |
| GOOG — Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Dependent | Purchase | Nov 8, 2024 | Sep 11, 2026 |
| AMZN — Amazon.com, Inc. - Common Stock (AMZN) [ST] | Multiple owners | PurchaseSource rows (3)$3,003–$45,000 Original ↗ · Row 4 · Ptr Original ↗ · Row 5 · Ptr Original ↗ · Row 6 · Ptr | Nov 8, 2024 | Sep 11, 2026 |
| ADI — Analog Devices, Inc. - Common Stock (ADI) [ST] | Not reported | Purchase | Nov 8, 2024 | Sep 11, 2026 |
| ATO — Atmos Energy Corporation Common Stock (ATO) [ST] | Dependent | Purchase | Nov 8, 2024 | Sep 11, 2026 |
| BRK.B — Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | Dependent | Purchase | Nov 8, 2024 | Sep 11, 2026 |
| AVGO — Broadcom Inc. - Common Stock (AVGO) [ST] | Dependent | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 10 · Ptr Original ↗ · Row 11 · Ptr | Nov 8, 2024 | Sep 11, 2026 |
| CVX — Chevron Corporation Common Stock (CVX) [ST] | Not reported | Sale | Nov 8, 2024 | Sep 11, 2026 |
| CMI — Cummins Inc. Common Stock (CMI) [ST] | Dependent | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 13 · Ptr Original ↗ · Row 14 · Ptr | Nov 8, 2024 | Sep 11, 2026 |
| ELV — Elevance Health, Inc. Common Stock (ELV) [ST] | Dependent | Purchase | Nov 8, 2024 | Sep 11, 2026 |
| XOM — Exxon Mobil Corporation Common Stock (XOM) [ST] | Not reported | Sale | Nov 8, 2024 | Sep 11, 2026 |
| HD — Home Depot, Inc. (HD) [ST] | Not reported | Purchase | Nov 8, 2024 | Sep 11, 2026 |
| JNJ — Johnson & Johnson Common Stock (JNJ) [ST] | Dependent | Purchase | Nov 8, 2024 | Sep 11, 2026 |
| JPM — JP Morgan Chase & Co. Common Stock (JPM) [ST] | Dependent | Purchase | Nov 8, 2024 | Sep 11, 2026 |
| LIN — Linde plc - Ordinary Shares (LIN) [ST] | Dependent | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 20 · Ptr Original ↗ · Row 21 · Ptr | Nov 8, 2024 | Sep 11, 2026 |
| LMT — Lockheed Martin Corporation Common Stock (LMT) [ST] | Dependent | Purchase | Nov 8, 2024 | Sep 11, 2026 |
| MCD — McDonald's Corporation Common Stock (MCD) [ST] | Not reported | Purchase | Nov 8, 2024 | Sep 11, 2026 |
| MRK — Merck & Company, Inc. Common Stock (MRK) [ST] | Dependent | Purchase | Nov 8, 2024 | Sep 11, 2026 |
| META — Meta Platforms, Inc. - Class A Common Stock (META) [ST] | Dependent | Purchase | Nov 8, 2024 | Sep 11, 2026 |
| NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST] | Dependent | Purchase | Nov 8, 2024 | Sep 11, 2026 |
| ORCL — Oracle Corporation Common Stock (ORCL) [ST] | Not reported | Purchase | Nov 8, 2024 | Sep 11, 2026 |
| PEP — Pepsico, Inc. (PEP) [ST] | Dependent | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 28 · Ptr Original ↗ · Row 29 · Ptr | Nov 8, 2024 | Sep 11, 2026 |
| QCOM — QUALCOMM Incorporated - Common Stock (QCOM) [ST] | Not reported | Purchase | Nov 8, 2024 | Sep 11, 2026 |
| SBCF — Seacoast Banking Corporation of Florida - Common Stock (SBCF) [ST] | Dependent | SaleSource rows (2)$65,002–$150,000 Original ↗ · Row 31 · Ptr Original ↗ · Row 32 · Ptr | Nov 8, 2024 | Sep 11, 2026 |
| SHW — Sherwin-Williams Company (SHW) [ST] | Multiple owners | PurchaseSource rows (3)$3,003–$45,000 Original ↗ · Row 33 · Ptr Original ↗ · Row 34 · Ptr Original ↗ · Row 35 · Ptr | Nov 8, 2024 | Sep 11, 2026 |
| TXN — Texas Instruments Incorporated - Common Stock (TXN) [ST] | Not reported | Purchase | Nov 8, 2024 | Sep 11, 2026 |
| TMUS — T-Mobile US, Inc. (TMUS) [ST] | Dependent | Purchase | Nov 8, 2024 | Sep 11, 2026 |
| TSCO — Tractor Supply Company - Common Stock (TSCO) [ST] | Dependent | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 39 · Ptr Original ↗ · Row 40 · Ptr | Nov 8, 2024 | Sep 11, 2026 |
| WST — West Pharmaceutical Services, Inc. Common Stock (WST) [ST] | Not reported | Sale | Nov 8, 2024 | Sep 11, 2026 |
| CMCSA — Morgan Stanley Active Assets (5) ⇒ Comcast Corporation - Class A Common Stock (CMCSA) [ST] | Dependent | SaleAnnual schedule; may repeat a PTR | Jul 17, 2024 | Sep 14, 2026 |
| CMCSA — Comcast Corporation - Class A Common Stock (CMCSA) [ST] | Dependent | Sale | Jul 17, 2024 | Sep 12, 2026 |
| TGT — Morgan Stanley Active Assets (1) ⇒ Target Corporation Common Stock (TGT) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Jul 14, 2024 | Sep 14, 2026 |
| TD — Morgan Stanley Active Assets (6) ⇒ Toronto Dominion Bank (TD) [ST] | Dependent | SaleAnnual schedule; may repeat a PTR | Jul 5, 2024 | Sep 14, 2026 |
| SO — Morgan Stanley Active Assets (6) ⇒ Southern Company (SO) [ST] | Dependent | PurchaseAnnual schedule; may repeat a PTR | Jul 5, 2024 | Sep 14, 2026 |
| SO — Morgan Stanley Active Assets (5) ⇒ Southern Company (SO) [ST] | Dependent | PurchaseAnnual schedule; may repeat a PTR | Jul 5, 2024 | Sep 14, 2026 |
| SHW — Morgan Stanley Active Assets (5) ⇒ Sherwin-Williams Company (SHW) [ST] | Dependent | PurchaseAnnual schedule; may repeat a PTR | Jul 5, 2024 | Sep 14, 2026 |
| ROP — Morgan Stanley Active Assets (5) ⇒ Roper Technologies, Inc. (ROP) [ST] | Dependent | PurchaseAnnual schedule; may repeat a PTR | Jul 5, 2024 | Sep 14, 2026 |
| PNC — Morgan Stanley Active Assets (6) ⇒ PNC Financial Services Group, Inc. (PNC) [ST] | Dependent | SaleAnnual schedule; may repeat a PTR | Jul 5, 2024 | Sep 14, 2026 |
| NOC — Morgan Stanley Active Assets (6) ⇒ Northrop Grumman Corporation Common Stock (NOC) [ST] | Dependent | SaleAnnual schedule; may repeat a PTR | Jul 5, 2024 | Sep 14, 2026 |
| GWW — Morgan Stanley Active Assets (6) ⇒ W.W. Grainger, Inc. Common Stock (GWW) [ST] | Dependent | PurchaseAnnual schedule; may repeat a PTR | Jul 5, 2024 | Sep 14, 2026 |
All disclosures
30 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.