Jared Moskowitz

Estimate as of Nov 2, 2026

Democrat · House FL23

Wikipedia biography ↗Years Elected: About 3.8Rank: #39

Service dates

Federal elected service; earlier service not yet verified.

Jan 3, 2023 – Nov 4, 2026

Estimated public-equity portfolio performance

1 year

10.55%

Cumulative estimated return

SPY: 10.27%
Outperformance: 0.28 percentage points

2025-10-31 – 2026-11-02

Missing information

70 sales exceeding observed holdings (unmatched amount omitted).
2 rows without a saved price.
493 annual source rows remain unresolved or superseded; excluded from usable transactions.

3 years

60.26%

Cumulative estimated return

SPY: 74.60%
Outperformance: -14.34 percentage points

2023-11-02 – 2026-11-02

Missing information

70 sales exceeding observed holdings (unmatched amount omitted).
2 rows without a saved price.
493 annual source rows remain unresolved or superseded; excluded from usable transactions.

5 years

61.59%

Cumulative estimated return

SPY: 96.66%
Outperformance: -35.07 percentage points

2022-12-30 – 2026-11-02

Missing information

70 sales exceeding observed holdings (unmatched amount omitted).
2 rows without a saved price.
Available investment history starts 2022-12-30.
493 annual source rows remain unresolved or superseded; excluded from usable transactions.

As of Nov 2, 2026. 301 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.

Asset	Owner	Reported value	Purchased	Purchase price	Last close	Current ROI
BRO	Dependent	$1,001 - $15,000	Unavailable	Unavailable	$70.92Nov 3, 2026	Unavailable
CARR	Dependent	None	Unavailable	Unavailable	$55.37Nov 3, 2026	Unavailable
CAT	Dependent	$1,001 - $15,000	Unavailable	Unavailable	$623.94Nov 3, 2026	Unavailable
CB	Dependent	$1,001 - $15,000	Unavailable	Unavailable	$366.54Nov 3, 2026	Unavailable
CSCO	Dependent	$1,001 - $15,000	Unavailable	Unavailable	$102.97Nov 3, 2026	Unavailable
COST	Dependent	$1,001 - $15,000	Unavailable	Unavailable	$1019.26Nov 3, 2026	Unavailable
CMI	Dependent	$1,001 - $15,000	Unavailable	Unavailable	$500.69Nov 3, 2026	Unavailable
DELL	Dependent	$1,001 - $15,000	Unavailable	Unavailable	$408.40Nov 3, 2026	Unavailable
LLY	Dependent	$1,001 - $15,000	Unavailable	Unavailable	$1409.38Nov 3, 2026	Unavailable
GS	Dependent	$1,001 - $15,000	Unavailable	Unavailable	$896.09Nov 3, 2026	Unavailable
HD	Dependent	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
HON	Dependent	$1,001 - $15,000	Unavailable	Unavailable	$224.05Nov 3, 2026	Unavailable
ITW	Dependent	$1,001 - $15,000	Unavailable	Unavailable	$286.64Nov 3, 2026	Unavailable
JNJ	Dependent	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
JPM	Dependent	$1,001 - $15,000	Unavailable	Unavailable	$337.98Nov 3, 2026	Unavailable
LIN	Dependent	$1,001 - $15,000	Unavailable	Unavailable	$511.55Nov 3, 2026	Unavailable
LMT	Dependent	$1,001 - $15,000	Unavailable	Unavailable	$639.00Nov 3, 2026	Unavailable
MCD	Dependent	$1,001 - $15,000	Unavailable	Unavailable	$263.04Nov 3, 2026	Unavailable
MCK	Dependent	$1,001 - $15,000	Unavailable	Unavailable	$999.62Nov 3, 2026	Unavailable
META	Dependent	$1,001 - $15,000	Unavailable	Unavailable	$621.03Nov 3, 2026	Unavailable
MSFT	Dependent	$1,001 - $15,000	Unavailable	Unavailable	$520.99Nov 3, 2026	Unavailable
NEE	Dependent	$1,001 - $15,000	Unavailable	Unavailable	$84.33Nov 3, 2026	Unavailable
NVDA	Dependent	$1,001 - $15,000	Unavailable	Unavailable	$206.69Nov 3, 2026	Unavailable
ORCL	Dependent	$1,001 - $15,000	Unavailable	Unavailable	$126.19Nov 3, 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	$164.43Nov 3, 2026	Unavailable
ROP	Dependent	$1,001 - $15,000	Unavailable	Unavailable	$473.58Nov 3, 2026	Unavailable
RPM	Dependent	$1,001 - $15,000	Unavailable	Unavailable	$105.35Nov 3, 2026	Unavailable
SPGI	Dependent	$1,001 - $15,000	Unavailable	Unavailable	$466.03Nov 3, 2026	Unavailable
SHW	Dependent	None	Unavailable	Unavailable	$340.87Nov 3, 2026	Unavailable
SO	Dependent	$1,001 - $15,000	Unavailable	Unavailable	$93.75Nov 3, 2026	Unavailable
SBUX	Dependent	None	Unavailable	Unavailable	$104.77Nov 3, 2026	Unavailable
SYK	Dependent	$1,001 - $15,000	Unavailable	Unavailable	$310.55Nov 3, 2026	Unavailable
TMUS	Dependent	$1,001 - $15,000	Unavailable	Unavailable	$154.41Nov 3, 2026	Unavailable
TSM	Dependent	$1,001 - $15,000	Unavailable	Unavailable	$404.80Nov 3, 2026	Unavailable
TXN	Dependent	None	Unavailable	Unavailable	$312.49Nov 3, 2026	Unavailable
TJX	Dependent	$1,001 - $15,000	Unavailable	Unavailable	$137.63Nov 3, 2026	Unavailable
TSCO	Dependent	$1,001 - $15,000	Unavailable	Unavailable	$35.10Nov 3, 2026	Unavailable
V	Dependent	$1,001 - $15,000	Unavailable	Unavailable	$420.42Nov 3, 2026	Unavailable
GWW	Dependent	$1,001 - $15,000	Unavailable	Unavailable	$1397.98Nov 3, 2026	Unavailable
WMT	Dependent	$1,001 - $15,000	Unavailable	Unavailable	$124.86Nov 3, 2026	Unavailable
WM	Dependent	$1,001 - $15,000	Unavailable	Unavailable	$234.67Nov 3, 2026	Unavailable
AMZN	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$250.69Nov 3, 2026	Unavailable
BRK.B	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$557.07Nov 3, 2026	Unavailable
NVDA	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$206.69Nov 3, 2026	Unavailable
AAPL	Not reported	$15,001 - $50,000	Unavailable	Unavailable	$331.90Nov 3, 2026	Unavailable
BRK.B	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$557.07Nov 3, 2026	Unavailable
AMZN	Dependent	$1,001 - $15,000	Unavailable	Unavailable	$250.69Nov 3, 2026	Unavailable
AAPL	Dependent	$15,001 - $50,000	Unavailable	Unavailable	$331.90Nov 3, 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 Nov 2, 2026

Asset	Owner	Estimated units	Estimated value
Stash UTMA (DC 2) ⇒ Apple Inc. (AAPL) [ST]	dependent	388.0747443537114691385271830	131293.45
Morgan Stanley Active Assets (6) ⇒ AbbVie Inc. Common Stock (ABBV) [ST]	dependent	70.02932294629961923935401986	20227.27
Morgan Stanley Active Assets (6) ⇒ Analog Devices, Inc. - Common Stock (ADI) [ST]	dependent	59.00073746312684365781710914	24358.45
Applied Materials, Inc. - Common Stock (AMAT) [ST]	dependent	25.92892677156422679911198976	9711.16
Morgan Stanley Active Assets (6) ⇒ Amgen Inc. (AMGN) [ST]	dependent	48.88637682930555131221166478	22754.16
Stash UTMA (DC 2) ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST]	dependent	244.7881466077462958149207174	60127.31
ASML Holding N.V. - New York Registry Shares (ASML) [ST]	dependent	11.68280252916867452286035543	17829.59
Morgan Stanley Active Assets (6) ⇒ Atmos Energy Corporation Common Stock (ATO) [ST]	dependent	95.45427429457734295770446818	16671.09
Morgan Stanley Active Assets (6) ⇒ Broadcom Inc. - Common Stock (AVGO) [ST]	dependent	46.23230280265819127419820862	14897.43
Morgan Stanley Active Assets (6) ⇒ American Express Company Common Stock (AXP) [ST]	dependent	43.25179078253818083524800648	14185.72
Stash UTMA (DC 2) ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]	dependent	63.66656719387247587784740872	35405.61
Morgan Stanley Active Assets (6) ⇒ Caterpillar, Inc. (CAT) [ST]	dependent	27.93129331261891877738404874	17139.20
Morgan Stanley Active Assets (6) ⇒ Chubb Limited (CB) [ST]	dependent	51.26553889529668076380879150	18915.96
Morgan Stanley Active Assets (6) ⇒ Cummins Inc. Common Stock (CMI) [ST]	dependent	31.34685081790576941913997454	15692.23
Morgan Stanley Active Assets (6) ⇒ Costco Wholesale Corporation (COST) [ST]	dependent	18.55532620544100934666140965	19307.74
Morgan Stanley Active Assets (6) ⇒ Cisco Systems, Inc. - Common Stock (CSCO) [ST]	dependent	207.7242632740490717902116058	21106.86
Morgan Stanley Active Assets (6) ⇒ Dell Technologies Inc. Class C Common Stock (DELL) [ST]	dependent	127.1131236097870988242770893	49927.49
STIFEL Brokerage ⇒ Walt Disney Company (DIS) [ST]	dependent	70.32170167882570097565263250	7954.09
Elevance Health, Inc. Common Stock (ELV) [ST]	dependent	4.30518768839603689349684920	1780.63
General Dynamics Corporation Common Stock (GD) [ST]	dependent	23.03163773497999251518553704	8601.40
Gilead Sciences, Inc. - Common Stock (GILD) [ST]	dependent	58.69772560528246515040352164	9997.98
Morgan Stanley Active Assets (6) ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST]	dependent	50.99107711918419375398342894	14177.56
Morgan Stanley Active Assets (6) ⇒ Goldman Sachs Group, Inc. (GS) [ST]	dependent	18.20364050056882821387940842	16359.98
Morgan Stanley Active Assets (6) ⇒ W.W. Grainger, Inc. Common Stock (GWW) [ST]	dependent	15.85748971805163272384916506	21846.23
HCA Healthcare, Inc. Common Stock (HCA) [ST]	dependent	37.74817486474246795671518820	17655.95
Morgan Stanley Active Assets (6) ⇒ Honeywell International Inc. (HON) [ST]	dependent	77.98512903275408787822776658	17450.73
Morgan Stanley Active Assets (6) ⇒ Hormel Foods Corporation (HRL) [ST]	dependent	249.1591404546870133914668328	5349.45
Morgan Stanley Active Assets (6) ⇒ Illinois Tool Works Inc. (ITW) [ST]	dependent	64.96548924076329679252943564	18843.24
Morgan Stanley Active Assets (6) ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST]	dependent	49.65861833529886413009744894	16912.73
Morgan Stanley Active Assets (6) ⇒ Linde plc - Ordinary Shares (LIN) [ST]	dependent	37.52667745491216960998147236	19503.36
Morgan Stanley Active Assets (6) ⇒ Eli Lilly and Company Common Stock (LLY) [ST]	dependent	14.88908326199426806119030781	21008.35
Morgan Stanley Active Assets (6) ⇒ Lockheed Martin Corporation (LMT) [ST]	dependent	33.08247358736328488432195506	21276.99
Morgan Stanley Active Assets (5) ⇒ Mastercard Incorporated (MA) [ST]	dependent	14.01432875560538116591928251	9222.83
Morgan Stanley Active Assets (6) ⇒ McDonald's Corporation (MCD) [ST]	dependent	52.35415371527664169093348166	13907.36
Morgan Stanley Active Assets (6) ⇒ McKesson Corporation Common Stock (MCK) [ST]	dependent	19.50651598824805861341720611	19474.92
Medtronic plc. Ordinary Shares (MDT) [ST]	dependent	12.46777725804303341472756840	1237.93
Meta Platforms, Inc. - Class A Common Stock (META) [ST]	dependent	38.33644413521040514123891814	23259.87
Monster Beverage Corporation - Common Stock (MNST) [ST]	dependent	390.9157334457403480565831800	18771.77
Merck & Company, Inc. Common Stock (MRK) [ST]	dependent	0.98028079513319395736438736	145.43
Microsoft Corporation - Common Stock (MSFT) [ST]	dependent	104.8600153484950925168568216	53176.61
Motorola Solutions, Inc. Common Stock (MSI) [ST]	dependent	17.52036615276804484933426769	8537.85
Morgan Stanley Active Assets (6) ⇒ NextEra Energy, Inc. (NEE) [ST]	dependent	199.3148978574987543597409068	16947.75
Stash UTMA (DC 2) ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST]	dependent	171.5924932975871313672922252	34671.98
Palo Alto Networks, Inc. (PANW) [ST]	dependent	48.76866808899725693386162755	17152.92
Parker-Hannifin Corporation Common Stock (PH) [ST]	dependent	8.829989183939253471072555901	8196.79
Morgan Stanley Active Assets (6) ⇒ QUALCOMM Incorporated (QCOM) [ST]	dependent	93.54574685764396375328851214	15161.89
Morgan Stanley Active Assets (6) ⇒ RPM International Inc. (RPM) [ST]	dependent	153.8557692307692307692307692	16585.65
Morgan Stanley Active Assets (6) ⇒ Sherwin-Williams Company (SHW) [ST]	dependent	24.69061506650618769866987625	8700.23
Morgan Stanley Active Assets (5) ⇒ Snap-On Incorporated Common Stock (SNA) [ST]	dependent	23.21677307022634939059779454	8475.75
Morgan Stanley Active Assets (6) ⇒ Southern Company (SO) [ST]	dependent	183.4977064220183486238532110	17360.72
Morgan Stanley Active Assets (6) ⇒ Stryker Corporation Common Stock (SYK) [ST]	dependent	45.52593393461746379491848522	13967.81
Morgan Stanley Active Assets (6) ⇒ TJX Companies, Inc. (TJX) [ST]	dependent	104.1663954169650413384545277	14687.46
Morgan Stanley Active Assets (6) ⇒ T-Mobile US, Inc. (TMUS) [ST]	dependent	78.80713159968479117415287628	12620.96
Stash UTMA (DC 2) ⇒ Tesla, Inc. - Common Stock (TSLA) [ST]	dependent	35.57991639242195143644934626	14367.88
Morgan Stanley Active Assets (6) ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST]	dependent	52.65392082661489354700714074	20989.43
Morgan Stanley Active Assets (6) ⇒ Visa Inc. (V) [ST]	dependent	45.62459011719084143594422742	19413.72
Morgan Stanley Active Assets (6) ⇒ Waste Management, Inc. (WM) [ST]	dependent	72.82781848800691821036821264	17311.90
Morgan Stanley Active Assets (6) ⇒ Walmart Inc. (WMT) [ST]	dependent	143.6226550578942644286868324	18339.18
Stash IRA ⇒ Apple Inc. (AAPL) [ST]	not_reported	514.9764584712719782240859265	174226.84
Morgan Stanley Active Assets (1) ⇒ AbbVie Inc. Common Stock (ABBV) [ST]	not_reported	142.2403606284738938246750405	41084.71
Accenture plc Class A Ordinary Shares (ACN) [ST]	not_reported	81.13642344300791687510339540	21171.74
Morgan Stanley Active Assets (1) ⇒ Analog Devices, Inc. - Common Stock (ADI) [ST]	not_reported	119.8396017699115044247787611	49475.78
Applied Materials, Inc. - Common Stock (AMAT) [ST]	not_reported	26.86894556308794075143906549	10063.23
Morgan Stanley Active Assets (2) ⇒ Amgen Inc. (AMGN) [ST]	not_reported	198.5915492957746478873239437	92434.44
Stash (2) ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST]	not_reported	1800.110475695347023654795944	442161.14
ASML Holding N.V. - New York Registry Shares (ASML) [ST]	not_reported	11.89857743411410263623238542	18158.89
Morgan Stanley Active Assets (1) ⇒ Atmos Energy Corporation Common Stock (ATO) [ST]	not_reported	193.8823599594344687705064726	33861.55
Broadcom Inc. - Common Stock (AVGO) [ST]	not_reported	119.7538632589520315411080610	38588.29
American Express Company Common Stock (AXP) [ST]	not_reported	114.3007435778275361842753149	37488.36
Morgan Stanley Active Assets (2) ⇒ Bank of America Corporation (BAC) [ST]	not_reported	1363.645454545454545454545455	67595.91
Stash IRA ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]	not_reported	96.49159454889087834477270466	53659.94
Caterpillar, Inc. Common Stock (CAT) [ST]	not_reported	45.43996248593713087922965540	27882.87
Chubb Limited Common Stock (CB) [ST]	not_reported	50.17945125048944123178013594	18515.21
Cummins Inc. Common Stock (CMI) [ST]	not_reported	48.80002587386759363407602562	24429.29
Cencora, Inc. Common Stock (COR) [ST]	not_reported	18.76687764120275526649977017	6340.20
Morgan Stanley Active Assets (1) ⇒ Costco Wholesale Corporation (COST) [ST]	not_reported	37.68873066307952779646079273	39217.01
Morgan Stanley Active Assets (1) ⇒ Cisco Systems, Inc. - Common Stock (CSCO) [ST]	not_reported	421.9200311566921978449954563	42871.29
Morgan Stanley Active Assets (1) ⇒ Dell Technologies Inc. Class C Common Stock (DELL) [ST]	not_reported	258.1863679694947569113441373	101410.44
Dollar General Corporation Common Stock (DG) [ST]	not_reported	15.94399032807633004506180598	2164.88
Elevance Health, Inc. Common Stock (ELV) [ST]	not_reported	2.15259384419801844674842460	890.31
General Dynamics Corporation Common Stock (GD) [ST]	not_reported	46.34175952275459772467216369	17306.79
Gilead Sciences, Inc. - Common Stock (GILD) [ST]	not_reported	58.69772560528246515040352164	9997.98
Morgan Stanley Active Assets (1) ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST]	not_reported	103.5707456978967495219885277	28796.81
Morgan Stanley Active Assets (2) ⇒ Goldman Sachs Group, Inc. (GS) [ST]	not_reported	122.2992036405005688282138794	109912.74
W.W. Grainger, Inc. Common Stock (GWW) [ST]	not_reported	26.46020127625969113803818829	36453.16
HCA Healthcare, Inc. Common Stock (HCA) [ST]	not_reported	37.74817486474246795671518820	17655.95
Morgan Stanley Active Assets (1) ⇒ Honeywell International Inc. (HON) [ST]	not_reported	38.99256451637704393911388329	8725.37
Morgan Stanley Active Assets (1) ⇒ Hormel Foods Corporation (HRL) [ST]	not_reported	249.1591404546870133914668328	5349.45
Morgan Stanley Active Assets (1) ⇒ Illinois Tool Works Inc. (ITW) [ST]	not_reported	131.9549330085261875761266748	38273.53
Morgan Stanley Active Assets (1) ⇒ Jack Henry & Associates, Inc. (JKHY) [ST]	not_reported	48.95967199069824368153723762	8000.99
Morgan Stanley Active Assets (1) ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST]	not_reported	100.8643163056296939978896406	34352.37
Morgan Stanley Active Assets (1) ⇒ Lucid Group, Inc. (LCID) [ST]	not_reported	264.9172185430463576158940397	794.75
Morgan Stanley Active Assets (1) ⇒ Linde plc - Ordinary Shares (LIN) [ST]	not_reported	76.22247238443678322662351368	39614.34
Morgan Stanley Active Assets (1) ⇒ Eli Lilly and Company Common Stock (LLY) [ST]	not_reported	30.24202553318197044701678639	42671.20
Morgan Stanley Active Assets (1) ⇒ Lockheed Martin Corporation (LMT) [ST]	not_reported	67.19560857609527156945851510	43216.86
Morgan Stanley Active Assets (1) ⇒ Lumen Technologies, Inc. Common Stock (LUMN) [ST]	not_reported	1029.665379665379665379665380	4973.28
McDonald's Corporation Common Stock (MCD) [ST]	not_reported	132.0818273473742695582364908	35086.22
Morgan Stanley Active Assets (1) ⇒ McKesson Corporation Common Stock (MCK) [ST]	not_reported	39.62074388326079801045971547	39556.56
Meta Platforms, Inc. - Class A Common Stock (META) [ST]	not_reported	63.33227803664808788147131070	38425.59
Monster Beverage Corporation - Common Stock (MNST) [ST]	not_reported	390.9157334457403480565831800	18771.77
Merck & Company, Inc. Common Stock (MRK) [ST]	not_reported	0.49014039756659697868219367	72.72
Microsoft Corporation - Common Stock (MSFT) [ST]	not_reported	243.3985373285620872647994212	123432.27
Motorola Solutions, Inc. Common Stock (MSI) [ST]	not_reported	35.95597230065845202033687156	17521.70
Stash (2) ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST]	not_reported	217.1635388739946380697050938	43880.06
Palo Alto Networks, Inc. (PANW) [ST]	not_reported	98.67198645227071002767400280	34704.91
Morgan Stanley Active Assets (2) ⇒ Pfizer, Inc. (PFE) [ST]	not_reported	277.8916290378603681833970129	8522.94
Parker-Hannifin Corporation Common Stock (PH) [ST]	not_reported	17.76669889306753192154393788	16492.65
Morgan Stanley Active Assets (1) ⇒ Ferrari N.V. Common Shares (RACE) [ST]	not_reported	87.94377097088429483710358264	35449.25
Morgan Stanley Active Assets (1) ⇒ RPM International Inc. (RPM) [ST]	not_reported	312.5048076923076923076923077	33688.02
Morgan Stanley Active Assets (1) ⇒ Raytheon Technologies Corporation (RTX) [ST]	not_reported	95.08557166627050154504397433	19282.40
Morgan Stanley Active Assets (1) ⇒ Sherwin-Williams Company (SHW) [ST]	not_reported	24.69061506650618769866987625	8700.23
Morgan Stanley Active Assets (1) ⇒ Southern Company (SO) [ST]	not_reported	372.7121559633027522935779817	35262.30
Space Exploration Technologies Corp. - Class A Common Stock (SPCX) [ST]	not_reported	49.70798384591488039763901833	6778.68
S&P Global Inc. Common Stock (SPGI) [ST]	not_reported	45.51655714077278598982665711	21628.10
Morgan Stanley Active Assets (1) ⇒ Stryker Corporation (SYK) [ST]	not_reported	92.47019660283950266025549834	28370.78
Morgan Stanley Active Assets (1) ⇒ Sysco Corporation (SYY) [ST]	not_reported	109.4010665937371803637358129	8942.44
TJX Companies, Inc. (TJX) [ST]	not_reported	262.6994280149742314516680869	37040.62
Morgan Stanley Active Assets (1) ⇒ T-Mobile US, Inc. (TMUS) [ST]	not_reported	160.0694444444444444444444444	25635.12
Morgan Stanley Active Assets (2) ⇒ Tesla, Inc. (TSLA) [ST]	not_reported	144.5366005514542381926532064	58366.77
Morgan Stanley Active Assets (1) ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST]	not_reported	106.9482378492217578729145414	42632.78
Morgan Stanley Active Assets (1) ⇒ Uber Technologies, Inc. (UBER) [ST]	not_reported	397.7542528454289560641292375	26534.19
Morgan Stanley Active Assets (2) ⇒ UnitedHealth Group Incorporated Common Stock (UNH) [ST]	not_reported	24.23586077368150010602526431	9705.01
Morgan Stanley Active Assets (1) ⇒ Visa Inc. (V) [ST]	not_reported	92.67058253257677283225456930	39432.26
Morgan Stanley Active Assets (1) ⇒ Waste Management, Inc. (WM) [ST]	not_reported	36.41390924400345910518410632	8655.95
Morgan Stanley Active Assets (1) ⇒ Walmart Inc. (WMT) [ST]	not_reported	291.7197738084552553630733327	37249.70

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. 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.

All trades

673 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.

Transaction type:

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Public-equity transactions, newest transaction dates first
Ticker	Owner	Transaction Type	Trade Date	Found Date
KMB — Kimberly-Clark Corporation Common Stock (KMB) [ST]	Multiple owners	Sale Source rows (3) Combined amount unconfirmed Original ↗ · Row 34 · Ptr not_reported · S · $1,001 - $15,000 Original ↗ · Row 27 · Ptr dependent · S · $1,001 - $15,000 Original ↗ · Row 28 · Ptr dependent · S · $1,001 - $15,000	Feb 1, 2024	Sep 12, 2026
NKE — Nike, Inc. Common Stock (NKE) [ST]	Multiple owners	Sale Source rows (3) Combined amount unconfirmed Original ↗ · Row 51 · Ptr not_reported · S · $1,001 - $15,000 Original ↗ · Row 37 · Ptr dependent · S · $1,001 - $15,000 Original ↗ · Row 38 · Ptr dependent · S · $1,001 - $15,000	Feb 1, 2024	Sep 12, 2026
SNA — Snap-On Incorporated Common Stock (SNA) [ST]	Multiple owners	Purchase Source rows (2) Combined amount unconfirmed Original ↗ · Row 62 · Ptr not_reported · P · $1,001 - $15,000 Original ↗ · Row 49 · Ptr dependent · P · $1,001 - $15,000	Feb 1, 2024	Sep 12, 2026
GOOG — Morgan Stanley Active Assets (5) ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST]	Dependent	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 72 · Annual dependent · P · $1,001 - $15,000	Dec 28, 2023	Sep 14, 2026
ADI — Morgan Stanley Active Assets (5) ⇒ Analog Devices, Inc. (ADI) [ST]	Dependent	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 74 · Annual dependent · P · $1,001 - $15,000	Dec 28, 2023	Sep 14, 2026
DG — Morgan Stanley Active Assets (5) ⇒ Dollar General Corporation (DG) [ST]	Dependent	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 80 · Annual dependent · S · $1,001 - $15,000	Dec 28, 2023	Sep 14, 2026
LLY — Morgan Stanley Active Assets (5) ⇒ Eli Lilly and Company (LLY) [ST]	Dependent	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 81 · Annual dependent · P · $1,001 - $15,000	Dec 28, 2023	Sep 14, 2026
HRL — Morgan Stanley Active Assets (5) ⇒ Hormel Foods Corporation (HRL) [ST]	Dependent	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 83 · Annual dependent · S · $1,001 - $15,000	Dec 28, 2023	Sep 14, 2026
JKHY — Morgan Stanley Active Assets (5) ⇒ Jack Henry & Associates, Inc. (JKHY) [ST]	Dependent	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 86 · Annual dependent · S · $1,001 - $15,000	Dec 28, 2023	Sep 14, 2026
MDT — Morgan Stanley Active Assets (5) ⇒ Medtronic plc. Ordinary Shares (MDT) [ST]	Dependent	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 87 · Annual dependent · S · $1,001 - $15,000	Dec 28, 2023	Sep 14, 2026
MRK — Morgan Stanley Active Assets (5) ⇒ Merck & Company, Inc. Common Stock (MRK) [ST]	Dependent	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 88 · Annual dependent · P · $1,001 - $15,000	Dec 28, 2023	Sep 14, 2026
META — Morgan Stanley Active Assets (5) ⇒ Meta Platforms, Inc. - Class A (META) [ST]	Dependent	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 89 · Annual dependent · P · $1,001 - $15,000	Dec 28, 2023	Sep 14, 2026
PFE — Morgan Stanley Active Assets (5) ⇒ Pfizer, Inc. (PFE) [ST]	Dependent	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 90 · Annual dependent · S · $1,001 - $15,000	Dec 28, 2023	Sep 14, 2026
ROP — Morgan Stanley Active Assets (5) ⇒ Roper Technologies, Inc. (ROP) [ST]	Dependent	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 92 · Annual dependent · P · $1,001 - $15,000	Dec 28, 2023	Sep 14, 2026
SHW — Morgan Stanley Active Assets (5) ⇒ Sherwin-Williams Company (SHW) [ST]	Dependent	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 94 · Annual dependent · S (partial) · $1,001 - $15,000	Dec 28, 2023	Sep 14, 2026
SYY — Morgan Stanley Active Assets (5) ⇒ Sysco Corporation (SYY) [ST]	Dependent	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 95 · Annual dependent · S · $1,001 - $15,000	Dec 28, 2023	Sep 14, 2026
TMUS — Morgan Stanley Active Assets (5) ⇒ T-Mobile US, Inc. (TMUS) [ST]	Dependent	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 97 · Annual dependent · P · $1,001 - $15,000	Dec 28, 2023	Sep 14, 2026
TSCO — Morgan Stanley Active Assets (5) ⇒ Tractor Supply Company (TSCO) [ST]	Dependent	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 98 · Annual dependent · P · $1,001 - $15,000	Dec 28, 2023	Sep 14, 2026
DIS — Morgan Stanley Active Assets (5) ⇒ Walt Disney Company (DIS) [ST]	Dependent	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 99 · Annual dependent · S · $1,001 - $15,000	Dec 28, 2023	Sep 14, 2026
GOOG — Morgan Stanley Active Assets (6) ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST]	Dependent	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 100 · Annual dependent · P · $1,001 - $15,000	Dec 28, 2023	Sep 14, 2026
BBY — Morgan Stanley Active Assets (6) ⇒ Best Buy Co., Inc. (BBY) [ST]	Dependent	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 102 · Annual dependent · S · $1,001 - $15,000	Dec 28, 2023	Sep 14, 2026
DG — Morgan Stanley Active Assets (6) ⇒ Dollar General Corporation (DG) [ST]	Dependent	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 104 · Annual dependent · S · $1,001 - $15,000	Dec 28, 2023	Sep 14, 2026
LLY — Morgan Stanley Active Assets (6) ⇒ Eli Lilly and Company (LLY) [ST]	Dependent	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 105 · Annual dependent · P · $1,001 - $15,000	Dec 28, 2023	Sep 14, 2026
HRL — Morgan Stanley Active Assets (6) ⇒ Hormel Foods Corporation (HRL) [ST]	Dependent	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 106 · Annual dependent · S · $1,001 - $15,000	Dec 28, 2023	Sep 14, 2026
JKHY — Morgan Stanley Active Assets (6) ⇒ Jack Henry & Associates, Inc. (JKHY) [ST]	Dependent	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 108 · Annual dependent · S · $1,001 - $15,000	Dec 28, 2023	Sep 14, 2026
MDT — Morgan Stanley Active Assets (6) ⇒ Medtronic plc. Ordinary Shares (MDT) [ST]	Dependent	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 109 · Annual dependent · S · $1,001 - $15,000	Dec 28, 2023	Sep 14, 2026
MRK — Morgan Stanley Active Assets (6) ⇒ Merck & Company, Inc. Common Stock (MRK) [ST]	Dependent	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 110 · Annual dependent · P · $1,001 - $15,000	Dec 28, 2023	Sep 14, 2026
META — Morgan Stanley Active Assets (6) ⇒ Meta Platforms, Inc. - Class A (META) [ST]	Dependent	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 111 · Annual dependent · P · $1,001 - $15,000	Dec 28, 2023	Sep 14, 2026
PFE — Morgan Stanley Active Assets (6) ⇒ Pfizer, Inc. (PFE) [ST]	Dependent	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 112 · Annual dependent · S · $1,001 - $15,000	Dec 28, 2023	Sep 14, 2026
ROP — Morgan Stanley Active Assets (6) ⇒ Roper Technologies, Inc. (ROP) [ST]	Dependent	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 114 · Annual dependent · P · $1,001 - $15,000	Dec 28, 2023	Sep 14, 2026
SHW — Morgan Stanley Active Assets (6) ⇒ Sherwin-Williams Company (SHW) [ST]	Dependent	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 115 · Annual dependent · S · $1,001 - $15,000	Dec 28, 2023	Sep 14, 2026
SYY — Morgan Stanley Active Assets (6) ⇒ Sysco Corporation (SYY) [ST]	Dependent	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 116 · Annual dependent · S · $1,001 - $15,000	Dec 28, 2023	Sep 14, 2026
TMUS — Morgan Stanley Active Assets (6) ⇒ T-Mobile US, Inc. (TMUS) [ST]	Dependent	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 118 · Annual dependent · P · $1,001 - $15,000	Dec 28, 2023	Sep 14, 2026
DIS — Morgan Stanley Active Assets (6) ⇒ Walt Disney Company (DIS) [ST]	Dependent	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 119 · Annual dependent · S · $1,001 - $15,000	Dec 28, 2023	Sep 14, 2026
WST — Morgan Stanley Active Assets (6) ⇒ West Pharmaceutical Services, Inc. (WST) [ST]	Dependent	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 120 · Annual dependent · P · $1,001 - $15,000	Dec 28, 2023	Sep 14, 2026
BRO — Brown & Brown, Inc. Common Stock (BRO) [ST]	Not reported	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 14 · Ptr not_reported · P · $1,001 - $15,000	Dec 28, 2023	Sep 12, 2026
CAT — Caterpillar, Inc. Common Stock (CAT) [ST]	Not reported	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 15 · Ptr not_reported · S · $1,001 - $15,000	Dec 28, 2023	Sep 12, 2026
COST — Costco Wholesale Corporation - Common Stock (COST) [ST]	Not reported	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 19 · Ptr not_reported · P · $1,001 - $15,000	Dec 28, 2023	Sep 12, 2026
MCD — McDonald's Corporation Common Stock (MCD) [ST]	Not reported	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 40 · Ptr not_reported · P · $1,001 - $15,000	Dec 28, 2023	Sep 12, 2026
ZTS — Zoetis Inc. Class A Common Stock (ZTS) [ST]	Not reported	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 83 · Ptr not_reported · P · $1,001 - $15,000	Dec 28, 2023	Sep 12, 2026
GOOG — Alphabet Inc. - Class C Capital Stock (GOOG) [ST]	Dependent	Purchase Source rows (2) $2,002–$30,000 Original ↗ · Row 1 · Ptr dependent · P · $1,001 - $15,000 Original ↗ · Row 2 · Ptr dependent · P · $1,001 - $15,000	Dec 28, 2023	Sep 12, 2026
ADI — Analog Devices, Inc. (ADI) [ST]	Dependent	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 3 · Ptr dependent · P · $1,001 - $15,000	Dec 28, 2023	Sep 12, 2026
BBY — Best Buy Co., Inc. (BBY) [ST]	Dependent	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 4 · Ptr dependent · S · $1,001 - $15,000	Dec 28, 2023	Sep 12, 2026
DG — Dollar General Corporation (DG) [ST]	Dependent	Sale Source rows (2) $2,002–$30,000 Original ↗ · Row 5 · Ptr dependent · S · $1,001 - $15,000 Original ↗ · Row 6 · Ptr dependent · S · $1,001 - $15,000	Dec 28, 2023	Sep 12, 2026
LLY — Eli Lilly and Company (LLY) [ST]	Multiple owners	Purchase Source rows (3) Combined amount unconfirmed Original ↗ · Row 7 · Ptr dependent · P · $1,001 - $15,000 Original ↗ · Row 8 · Ptr dependent · P · $1,001 - $15,000 Original ↗ · Row 24 · Ptr not_reported · P · $1,001 - $15,000	Dec 28, 2023	Sep 12, 2026
HRL — Hormel Foods Corporation (HRL) [ST]	Multiple owners	Sale Source rows (3) Combined amount unconfirmed Original ↗ · Row 9 · Ptr dependent · S · $1,001 - $15,000 Original ↗ · Row 10 · Ptr dependent · S · $1,001 - $15,000 Original ↗ · Row 30 · Ptr not_reported · S · $1,001 - $15,000	Dec 28, 2023	Sep 12, 2026
JKHY — Jack Henry & Associates, Inc. (JKHY) [ST]	Multiple owners	Sale Source rows (3) Combined amount unconfirmed Original ↗ · Row 11 · Ptr dependent · S · $1,001 - $15,000 Original ↗ · Row 12 · Ptr dependent · S · $1,001 - $15,000 Original ↗ · Row 32 · Ptr not_reported · S · $1,001 - $15,000	Dec 28, 2023	Sep 12, 2026
MDT — Medtronic plc. Ordinary Shares (MDT) [ST]	Multiple owners	Sale Source rows (3) Combined amount unconfirmed Original ↗ · Row 13 · Ptr dependent · S · $1,001 - $15,000 Original ↗ · Row 14 · Ptr dependent · S · $1,001 - $15,000 Original ↗ · Row 41 · Ptr not_reported · S · $1,001 - $15,000	Dec 28, 2023	Sep 12, 2026
MRK — Merck & Company, Inc. Common Stock (MRK) [ST]	Dependent	Purchase Source rows (2) $2,002–$30,000 Original ↗ · Row 15 · Ptr dependent · P · $1,001 - $15,000 Original ↗ · Row 16 · Ptr dependent · P · $1,001 - $15,000	Dec 28, 2023	Sep 12, 2026
META — Meta Platforms, Inc. - Class A (META) [ST]	Dependent	Purchase Source rows (2) $2,002–$30,000 Original ↗ · Row 17 · Ptr dependent · P · $1,001 - $15,000 Original ↗ · Row 18 · Ptr dependent · P · $1,001 - $15,000	Dec 28, 2023	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.

Filed	Report	Holdings date	Availability
Aug 27, 2026	Jared Moskowitz — PTR filed 2026-08-27 Ptr	Not established	Parsed
Aug 13, 2026	Jared Moskowitz — Annual report filed 2026-08-13 Annual	Dec 31, 2025	Needs review
Jul 26, 2026	Jared Moskowitz — PTR filed 2026-07-26 Ptr	Not established	Parsed
Jun 19, 2026	Jared Moskowitz — PTR filed 2026-06-19 Ptr	Not established	Parsed
Apr 30, 2026	Jared Moskowitz — PTR filed 2026-04-30 Ptr	Not established	Parsed
Apr 1, 2026	Jared Moskowitz — Financial disclosure (X) filed 2026-04-01 Financial	Not established	Parsed
Mar 30, 2026	Jared Moskowitz — PTR filed 2026-03-30 Ptr	Not established	Parsed
Jan 16, 2026	Jared Moskowitz — PTR filed 2026-01-16 Ptr	Not established	Parsed
Nov 22, 2025	Jared Moskowitz — PTR filed 2025-11-22 Ptr	Not established	Parsed
Aug 13, 2025	Jared Moskowitz — Annual report filed 2025-08-13 Annual	Dec 31, 2024	Needs review
Jun 27, 2025	Jared Moskowitz — PTR filed 2025-06-27 Ptr	Not established	Parsed
May 9, 2025	Jared Moskowitz — Financial disclosure (X) filed 2025-05-09 Financial	Not established	Needs review
May 9, 2025	Jared Moskowitz — PTR filed 2025-05-09 Ptr	Not established	Parsed
Apr 8, 2025	Jared Moskowitz — PTR filed 2025-04-08 Ptr	Not established	Parsed
Mar 6, 2025	Jared Moskowitz — PTR filed 2025-03-06 Ptr	Not established	Parsed
Feb 10, 2025	Jared Moskowitz — PTR filed 2025-02-10 Ptr	Not established	Parsed
Dec 9, 2024	Jared Moskowitz — PTR filed 2024-12-09 Ptr	Not established	Parsed
Aug 21, 2024	Jared Moskowitz — Financial disclosure (A) filed 2024-08-21 Financial	Not established	Needs review
Aug 21, 2024	Jared Moskowitz — PTR filed 2024-08-21 Ptr	Not established	Parsed
Aug 19, 2024	Jared Moskowitz — PTR filed 2024-08-19 Ptr	Not established	Parsed
Aug 13, 2024	Jared Moskowitz — Annual report filed 2024-08-13 Annual	Dec 31, 2023	Needs review
Aug 6, 2024	Jared Moskowitz — PTR filed 2024-08-06 Ptr	Not established	Parsed
Apr 23, 2024	Jared Moskowitz — Financial disclosure (X) filed 2024-04-23 Financial	Not established	Needs review
Jan 22, 2024	Jared Moskowitz — PTR filed 2024-01-22 Ptr	Not established	Parsed
Oct 12, 2023	Jared Moskowitz — PTR filed 2023-10-12 Ptr	Not established	Parsed
Aug 13, 2023	Jared Moskowitz — Financial disclosure (H) filed 2023-08-13 Financial	Dec 31, 2022	Parsed
May 12, 2023	Jared Moskowitz — PTR filed 2023-05-12 Ptr	Not established	Parsed
Apr 12, 2023	Jared Moskowitz — Financial disclosure (X) filed 2023-04-12 Financial	Not established	Parsed
Apr 12, 2023	Jared Moskowitz — PTR filed 2023-04-12 Ptr	Not established	Parsed
Mar 10, 2023	Jared Moskowitz — PTR filed 2023-03-10 Ptr	Not established	Parsed