1 year
11.64%
Cumulative estimated return
SPY: 14.60%
Outperformance: -2.96 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: #45
Service dates
Federal elected service; earlier service not yet verified.
- Jan 3, 2023 – Sep 17, 2026
Estimated public-equity portfolio performance
3 years
49.02%
Cumulative estimated return
SPY: 70.83%
Outperformance: -21.81 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
45.62%
Cumulative estimated return
SPY: 89.78%
Outperformance: -44.16 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 | $207.66Sep 16, 2026 | Unavailable |
| ITW | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $267.33Sep 16, 2026 | Unavailable |
| JNJ | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| JPM | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $348.92Sep 16, 2026 | Unavailable |
| LIN | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $462.09Sep 16, 2026 | Unavailable |
| LMT | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $537.25Sep 16, 2026 | Unavailable |
| MA | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $567.75Sep 16, 2026 | Unavailable |
| MCD | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $248.56Sep 16, 2026 | Unavailable |
| MCK | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $887.29Sep 16, 2026 | Unavailable |
| META | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $673.31Sep 16, 2026 | Unavailable |
| MSFT | Dependent | $15,001 - $50,000 | Unavailable | Unavailable | $490.30Sep 16, 2026 | Unavailable |
| NEE | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $80.37Sep 16, 2026 | Unavailable |
| NVDA | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $213.90Sep 16, 2026 | Unavailable |
| ORCL | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $143.16Sep 16, 2026 | Unavailable |
| PEP | Dependent | None | Unavailable | Unavailable | $134.34Sep 16, 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 | $184.84Sep 16, 2026 | Unavailable |
| ROP | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $375.82Sep 16, 2026 | Unavailable |
| RPM | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $99.78Sep 16, 2026 | Unavailable |
| SPGI | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $406.76Sep 16, 2026 | Unavailable |
| SHW | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| SNA | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $372.98Sep 16, 2026 | Unavailable |
| SO | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $86.23Sep 16, 2026 | Unavailable |
| SBUX | Dependent | None | Unavailable | Unavailable | $97.34Sep 16, 2026 | Unavailable |
| SYK | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $284.76Sep 16, 2026 | Unavailable |
| TMUS | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $176.26Sep 16, 2026 | Unavailable |
| TSM | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| TXN | Dependent | None | Unavailable | Unavailable | $260.67Sep 16, 2026 | Unavailable |
| CI | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $280.45Sep 16, 2026 | Unavailable |
| TJX | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $122.84Sep 16, 2026 | Unavailable |
| TSCO | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $32.78Sep 16, 2026 | Unavailable |
| V | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $370.93Sep 16, 2026 | Unavailable |
| GWW | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $1258.26Sep 16, 2026 | Unavailable |
| WMT | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $107.50Sep 16, 2026 | Unavailable |
| WM | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $214.00Sep 16, 2026 | Unavailable |
| ABBV | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $262.51Sep 16, 2026 | Unavailable |
| ACN | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $189.64Sep 16, 2026 | Unavailable |
| GOOG | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $339.36Sep 16, 2026 | Unavailable |
| AMZN | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $245.96Sep 16, 2026 | Unavailable |
| AXP | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| AMGN | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $376.35Sep 16, 2026 | Unavailable |
| ADI | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $362.04Sep 16, 2026 | Unavailable |
| AAPL | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $332.41Sep 16, 2026 | Unavailable |
| ATO | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $161.96Sep 16, 2026 | Unavailable |
| ADP | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $273.19Sep 16, 2026 | Unavailable |
| BRK.B | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $519.80Sep 16, 2026 | Unavailable |
| AVGO | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $339.51Sep 16, 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 |
|---|---|---|---|---|
| LOW — Lowe's Companies, Inc. Common Stock (LOW) [ST] | Not reported | Sale | Jul 5, 2024 | Sep 12, 2026 |
| SNA — Snap-On Incorporated Common Stock (SNA) [ST] | Not reported | Sale | Jul 5, 2024 | Sep 12, 2026 |
| WM — Waste Management, Inc. Common Stock (WM) [ST] | Not reported | Purchase | Jul 5, 2024 | Sep 12, 2026 |
| ALL — Allstate Corporation (ALL) [ST] | Multiple owners | SaleSource rows (3)Combined amount unconfirmed Original ↗ · Row 2 · Ptr Original ↗ · Row 3 · Ptr Original ↗ · Row 4 · Ptr | Jul 5, 2024 | Sep 12, 2026 |
| AMZN — Amazon.com, Inc. - Common Stock (AMZN) [ST] | Multiple owners | PurchaseSource rows (4)Combined amount unconfirmed Original ↗ · Row 3 · Ptr Original ↗ · Row 4 · Ptr Original ↗ · Row 6 · Ptr Original ↗ · Row 7 · Ptr | Jul 5, 2024 | Sep 12, 2026 |
| AVGO — Broadcom Inc. - Common Stock (AVGO) [ST] | Multiple owners | PurchaseSource rows (3)Combined amount unconfirmed Original ↗ · Row 5 · Ptr Original ↗ · Row 12 · Ptr Original ↗ · Row 13 · Ptr | Jul 5, 2024 | Sep 12, 2026 |
| CMCSA — Comcast Corporation - Class A Common Stock (CMCSA) [ST] | Multiple owners | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 7 · Ptr Original ↗ · Row 14 · Ptr | Jul 5, 2024 | Sep 12, 2026 |
| FDS — FactSet Research Systems Inc. Common Stock (FDS) [ST] | Multiple owners | SaleSource rows (3)Combined amount unconfirmed Original ↗ · Row 8 · Ptr Original ↗ · Row 20 · Ptr Original ↗ · Row 21 · Ptr | Jul 5, 2024 | Sep 12, 2026 |
| JPM — JP Morgan Chase & Co. Common Stock (JPM) [ST] | Multiple owners | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 9 · Ptr Original ↗ · Row 25 · Ptr | Jul 5, 2024 | Sep 12, 2026 |
| MA — Mastercard Incorporated Common Stock (MA) [ST] | Multiple owners | Sale (mixed sale types)Source rows (3)Combined amount unconfirmed Original ↗ · Row 11 · Ptr Original ↗ · Row 32 · Ptr Original ↗ · Row 33 · Ptr | Jul 5, 2024 | Sep 12, 2026 |
| MDLZ — Mondelez International, Inc. - Class A Common Stock (MDLZ) [ST] | Multiple owners | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 12 · Ptr Original ↗ · Row 34 · Ptr | Jul 5, 2024 | Sep 12, 2026 |
| NOC — Northrop Grumman Corporation Common Stock (NOC) [ST] | Multiple owners | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 13 · Ptr Original ↗ · Row 39 · Ptr | Jul 5, 2024 | Sep 12, 2026 |
| ORCL — Oracle Corporation Common Stock (ORCL) [ST] | Multiple owners | PurchaseSource rows (3)Combined amount unconfirmed Original ↗ · Row 14 · Ptr Original ↗ · Row 43 · Ptr Original ↗ · Row 44 · Ptr | Jul 5, 2024 | Sep 12, 2026 |
| PNC — PNC Financial Services Group, Inc. (PNC) [ST] | Multiple owners | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 15 · Ptr Original ↗ · Row 46 · Ptr | Jul 5, 2024 | Sep 12, 2026 |
| SHW — Sherwin-Williams Company (SHW) [ST] | Multiple owners | PurchaseSource rows (3)Combined amount unconfirmed Original ↗ · Row 16 · Ptr Original ↗ · Row 17 · Ptr Original ↗ · Row 48 · Ptr | Jul 5, 2024 | Sep 12, 2026 |
| SO — Southern Company (SO) [ST] | Multiple owners | PurchaseSource rows (3)Combined amount unconfirmed Original ↗ · Row 19 · Ptr Original ↗ · Row 51 · Ptr Original ↗ · Row 52 · Ptr | Jul 5, 2024 | Sep 12, 2026 |
| TD — Toronto Dominion Bank (TD) [ST] | Multiple owners | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 20 · Ptr Original ↗ · Row 53 · Ptr | Jul 5, 2024 | Sep 12, 2026 |
| WEC — WEC Energy Group, Inc. Common Stock (WEC) [ST] | Multiple owners | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 22 · Ptr Original ↗ · Row 58 · Ptr | Jul 5, 2024 | Sep 12, 2026 |
| ZTS — Zoetis Inc. Class A Common Stock (ZTS) [ST] | Multiple owners | SaleSource rows (3)Combined amount unconfirmed Original ↗ · Row 23 · Ptr Original ↗ · Row 60 · Ptr Original ↗ · Row 61 · Ptr | Jul 5, 2024 | Sep 12, 2026 |
| ATO — Atmos Energy Corporation Common Stock (ATO) [ST] | Dependent | Purchase | Jul 5, 2024 | Sep 12, 2026 |
| BRK.B — Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | Dependent | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 9 · Ptr Original ↗ · Row 10 · Ptr | Jul 5, 2024 | Sep 12, 2026 |
| ELV — Elevance Health, Inc. Common Stock (ELV) [ST] | Dependent | Purchase | Jul 5, 2024 | Sep 12, 2026 |
| LIN — Linde plc - Ordinary Shares (LIN) [ST] | Dependent | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 29 · Ptr Original ↗ · Row 30 · Ptr | Jul 5, 2024 | Sep 12, 2026 |
| NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST] | Dependent | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 41 · Ptr Original ↗ · Row 42 · Ptr | Jul 5, 2024 | Sep 12, 2026 |
| ROP — Roper Technologies, Inc. (ROP) [ST] | Dependent | Purchase | Jul 5, 2024 | Sep 12, 2026 |
| GWW — W.W. Grainger, Inc. Common Stock (GWW) [ST] | Dependent | Purchase | Jul 5, 2024 | Sep 12, 2026 |
| WM — Waste Management, Inc. Common Stock (WM) [ST] | Dependent | Sale (partial) | Jul 5, 2024 | Sep 12, 2026 |
| TD — Morgan Stanley Active Assets (5) ⇒ Toronto Dominion Bank (TD) [ST] | Dependent | SaleAnnual schedule; may repeat a PTR | Jul 1, 2024 | Sep 14, 2026 |
| SNA — Morgan Stanley Active Assets (5) ⇒ Snap-On Incorporated Common Stock (SNA) [ST] | Dependent | PurchaseAnnual schedule; may repeat a PTR | Jul 1, 2024 | Sep 14, 2026 |
| PNC — Morgan Stanley Active Assets (5) ⇒ PNC Financial Services Group, Inc. (PNC) [ST] | Dependent | SaleAnnual schedule; may repeat a PTR | Jul 1, 2024 | Sep 14, 2026 |
| NOC — Morgan Stanley Active Assets (5) ⇒ Northrop Grumman Corporation Common Stock (NOC) [ST] | Dependent | SaleAnnual schedule; may repeat a PTR | Jul 1, 2024 | Sep 14, 2026 |
| JNJ — Morgan Stanley Active Assets (5) ⇒ Johnson & Johnson Common Stock (JNJ) [ST] | Dependent | PurchaseAnnual schedule; may repeat a PTR | Jul 1, 2024 | Sep 14, 2026 |
| BBY — Morgan Stanley Active Assets (5) ⇒ Best Buy Co., Inc. Common Stock (BBY) [ST] | Dependent | SaleAnnual schedule; may repeat a PTR | Jul 1, 2024 | Sep 14, 2026 |
| GOOG — Morgan Stanley Active Assets (5) ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Dependent | PurchaseAnnual schedule; may repeat a PTR | Jul 1, 2024 | Sep 14, 2026 |
| MDLZ — Morgan Stanley Active Assets (5) ⇒ Mondelez International, Inc. - Class A Common Stock (MDLZ) [ST] | Dependent | PurchaseAnnual schedule; may repeat a PTR | Jul 1, 2024 | Sep 14, 2026 |
| ELV — Morgan Stanley Active Assets (5) ⇒ Elevance Health, Inc. Common Stock (ELV) [ST] | Dependent | PurchaseAnnual schedule; may repeat a PTR | Jul 1, 2024 | Sep 14, 2026 |
| WEC — Morgan Stanley Active Assets (5) ⇒ WEC Energy Group, Inc. Common Stock (WEC) [ST] | Dependent | SaleAnnual schedule; may repeat a PTR | Jul 1, 2024 | Sep 14, 2026 |
| JPM — Morgan Stanley Active Assets (5) ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST] | Dependent | PurchaseAnnual schedule; may repeat a PTR | Jul 1, 2024 | Sep 14, 2026 |
| NEE — Morgan Stanley Active Assets (5) ⇒ NextEra Energy, Inc. Common Stock (NEE) [ST] | Dependent | PurchaseAnnual schedule; may repeat a PTR | Jul 1, 2024 | Sep 14, 2026 |
| FDS — Morgan Stanley Active Assets (5) ⇒ FactSet Research Systems Inc. Common Stock (FDS) [ST] | Dependent | PurchaseAnnual schedule; may repeat a PTR | Jul 1, 2024 | Sep 14, 2026 |
| LMT — Morgan Stanley Active Assets (5) ⇒ Lockheed Martin Corporation Common Stock (LMT) [ST] | Dependent | PurchaseAnnual schedule; may repeat a PTR | Jul 1, 2024 | Sep 14, 2026 |
| TSCO — Morgan Stanley Active Assets (5) ⇒ Tractor Supply Company - Common Stock (TSCO) [ST] | Dependent | PurchaseAnnual schedule; may repeat a PTR | Jul 1, 2024 | Sep 14, 2026 |
| GOOG — Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Dependent | Purchase | Jul 1, 2024 | Sep 12, 2026 |
| BBY — Best Buy Co., Inc. Common Stock (BBY) [ST] | Dependent | Sale | Jul 1, 2024 | Sep 12, 2026 |
| ELV — Elevance Health, Inc. Common Stock (ELV) [ST] | Dependent | Purchase | Jul 1, 2024 | Sep 12, 2026 |
| FDS — FactSet Research Systems Inc. Common Stock (FDS) [ST] | Dependent | Purchase | Jul 1, 2024 | Sep 12, 2026 |
| JNJ — Johnson & Johnson Common Stock (JNJ) [ST] | Dependent | Purchase | Jul 1, 2024 | Sep 12, 2026 |
| JPM — JP Morgan Chase & Co. Common Stock (JPM) [ST] | Dependent | Purchase | Jul 1, 2024 | Sep 12, 2026 |
| LMT — Lockheed Martin Corporation Common Stock (LMT) [ST] | Dependent | Purchase | Jul 1, 2024 | Sep 12, 2026 |
| MDLZ — Mondelez International, Inc. - Class A Common Stock (MDLZ) [ST] | Dependent | Purchase | Jul 1, 2024 | Sep 12, 2026 |
All disclosures
30 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.