Jared Moskowitz

Estimate as of Oct 26, 2026

Democrat · House FL23

Wikipedia biography ↗Years Elected: About 3.8Rank: #36

Service dates

Federal elected service; earlier service not yet verified.

Jan 3, 2023 – Nov 3, 2026

Estimated public-equity portfolio performance

1 year

12.60%

Cumulative estimated return

SPY: 13.01%
Outperformance: -0.41 percentage points

2025-10-24 – 2026-10-26

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493 annual source rows remain unresolved or superseded; excluded from usable transactions.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

69.59%

Cumulative estimated return

SPY: 85.52%
Outperformance: -15.93 percentage points

2023-10-26 – 2026-10-26

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493 annual source rows remain unresolved or superseded; excluded from usable transactions.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

62.50%

Cumulative estimated return

SPY: 100.13%
Outperformance: -37.63 percentage points

2022-12-30 – 2026-10-26

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493 annual source rows remain unresolved or superseded; excluded from usable transactions.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 Oct 26, 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
BRK.B	Dependent	$1,001 - $15,000	Unavailable	Unavailable	$556.11Nov 2, 2026	Unavailable
NVDA	Dependent	$1,001 - $15,000	Unavailable	Unavailable	$202.06Nov 2, 2026	Unavailable
TSLA	Dependent	$1,001 - $15,000	Unavailable	Unavailable	$403.82Nov 2, 2026	Unavailable
AMZN	Dependent	$15,001 - $50,000	Unavailable	Unavailable	$245.63Nov 2, 2026	Unavailable
AAPL	Dependent	$15,001 - $50,000	Unavailable	Unavailable	$338.32Nov 2, 2026	Unavailable
BRK.B	Dependent	$1,001 - $15,000	Unavailable	Unavailable	$556.11Nov 2, 2026	Unavailable
NVDA	Dependent	$1,001 - $15,000	Unavailable	Unavailable	$202.06Nov 2, 2026	Unavailable
TSLA	Dependent	$1,001 - $15,000	Unavailable	Unavailable	$403.82Nov 2, 2026	Unavailable
DIS	Dependent	$1,001 - $15,000	Unavailable	Unavailable	$113.11Nov 2, 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 Oct 26, 2026

Asset	Owner	Estimated units	Estimated value
Stash UTMA (DC 2) ⇒ Apple Inc. (AAPL) [ST]	dependent	388.0747443537114691385271830	133462.79
Morgan Stanley Active Assets (6) ⇒ AbbVie Inc. Common Stock (ABBV) [ST]	dependent	70.02932294629961923935401986	20080.21
Morgan Stanley Active Assets (6) ⇒ Analog Devices, Inc. - Common Stock (ADI) [ST]	dependent	59.00073746312684365781710914	24068.17
Applied Materials, Inc. - Common Stock (AMAT) [ST]	dependent	25.92892677156422679911198976	10049.79
Morgan Stanley Active Assets (6) ⇒ Amgen Inc. (AMGN) [ST]	dependent	48.88637682930555131221166478	21736.35
Stash UTMA (DC 2) ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST]	dependent	244.7881466077462958149207174	60974.28
ASML Holding N.V. - New York Registry Shares (ASML) [ST]	dependent	11.68280252916867452286035543	18586.17
Morgan Stanley Active Assets (6) ⇒ Atmos Energy Corporation Common Stock (ATO) [ST]	dependent	95.45427429457734295770446818	16350.36
Morgan Stanley Active Assets (6) ⇒ Broadcom Inc. - Common Stock (AVGO) [ST]	dependent	46.23230280265819127419820862	15218.29
Morgan Stanley Active Assets (6) ⇒ American Express Company Common Stock (AXP) [ST]	dependent	43.25179078253818083524800648	13626.48
Stash UTMA (DC 2) ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]	dependent	63.66656719387247587784740872	34924.93
Morgan Stanley Active Assets (6) ⇒ Caterpillar, Inc. (CAT) [ST]	dependent	27.93129331261891877738404874	19332.09
Morgan Stanley Active Assets (6) ⇒ Chubb Limited (CB) [ST]	dependent	51.26553889529668076380879150	18288.47
Morgan Stanley Active Assets (6) ⇒ Cummins Inc. Common Stock (CMI) [ST]	dependent	31.34685081790576941913997454	16367.13
Morgan Stanley Active Assets (6) ⇒ Costco Wholesale Corporation (COST) [ST]	dependent	18.55532620544100934666140965	18651.07
Morgan Stanley Active Assets (6) ⇒ Cisco Systems, Inc. - Common Stock (CSCO) [ST]	dependent	207.7242632740490717902116058	22899.52
Morgan Stanley Active Assets (6) ⇒ Dell Technologies Inc. Class C Common Stock (DELL) [ST]	dependent	127.1131236097870988242770893	59373.27
STIFEL Brokerage ⇒ Walt Disney Company (DIS) [ST]	dependent	70.32170167882570097565263250	7763.52
Elevance Health, Inc. Common Stock (ELV) [ST]	dependent	4.30518768839603689349684920	1856.91
General Dynamics Corporation Common Stock (GD) [ST]	dependent	23.03163773497999251518553704	8223.22
Gilead Sciences, Inc. - Common Stock (GILD) [ST]	dependent	58.69772560528246515040352164	9314.74
Morgan Stanley Active Assets (6) ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST]	dependent	50.99107711918419375398342894	16020.89
Morgan Stanley Active Assets (6) ⇒ Goldman Sachs Group, Inc. (GS) [ST]	dependent	18.20364050056882821387940842	16260.95
Morgan Stanley Active Assets (6) ⇒ W.W. Grainger, Inc. Common Stock (GWW) [ST]	dependent	15.85748971805163272384916506	21528.13
HCA Healthcare, Inc. Common Stock (HCA) [ST]	dependent	37.74817486474246795671518820	17562.72
Morgan Stanley Active Assets (6) ⇒ Honeywell International Inc. (HON) [ST]	dependent	77.98512903275408787822776658	17100.58
Morgan Stanley Active Assets (6) ⇒ Hormel Foods Corporation (HRL) [ST]	dependent	249.1591404546870133914668328	5219.88
Morgan Stanley Active Assets (6) ⇒ Illinois Tool Works Inc. (ITW) [ST]	dependent	64.96548924076329679252943564	17944.77
Morgan Stanley Active Assets (6) ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST]	dependent	49.65861833529886413009744894	16587.96
Morgan Stanley Active Assets (6) ⇒ Linde plc - Ordinary Shares (LIN) [ST]	dependent	37.52667745491216960998147236	19047.04
Morgan Stanley Active Assets (6) ⇒ Eli Lilly and Company Common Stock (LLY) [ST]	dependent	14.88908326199426806119030781	19045.22
Morgan Stanley Active Assets (6) ⇒ Lockheed Martin Corporation (LMT) [ST]	dependent	33.08247358736328488432195506	21013.99
Morgan Stanley Active Assets (5) ⇒ Mastercard Incorporated (MA) [ST]	dependent	14.01432875560538116591928251	8597.79
Morgan Stanley Active Assets (6) ⇒ McDonald's Corporation (MCD) [ST]	dependent	52.35415371527664169093348166	13131.99
Morgan Stanley Active Assets (6) ⇒ McKesson Corporation Common Stock (MCK) [ST]	dependent	19.50651598824805861341720611	19367.43
Medtronic plc. Ordinary Shares (MDT) [ST]	dependent	12.46777725804303341472756840	1181.82
Meta Platforms, Inc. - Class A Common Stock (META) [ST]	dependent	38.33644413521040514123891814	24173.43
Monster Beverage Corporation - Common Stock (MNST) [ST]	dependent	390.9157334457403480565831800	18154.13
Merck & Company, Inc. Common Stock (MRK) [ST]	dependent	0.98028079513319395736438736	137.84
Microsoft Corporation - Common Stock (MSFT) [ST]	dependent	104.8600153484950925168568216	55848.44
Motorola Solutions, Inc. Common Stock (MSI) [ST]	dependent	17.52036615276804484933426769	8508.24
Morgan Stanley Active Assets (6) ⇒ NextEra Energy, Inc. (NEE) [ST]	dependent	199.3148978574987543597409068	16351.79
Stash UTMA (DC 2) ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST]	dependent	171.5924932975871313672922252	37063.98
Palo Alto Networks, Inc. (PANW) [ST]	dependent	48.76866808899725693386162755	19042.21
Parker-Hannifin Corporation Common Stock (PH) [ST]	dependent	8.829989183939253471072555901	7986.11
Morgan Stanley Active Assets (6) ⇒ QUALCOMM Incorporated (QCOM) [ST]	dependent	93.54574685764396375328851214	16800.82
Morgan Stanley Active Assets (6) ⇒ RPM International Inc. (RPM) [ST]	dependent	153.8557692307692307692307692	15068.63
Morgan Stanley Active Assets (6) ⇒ Sherwin-Williams Company (SHW) [ST]	dependent	24.69061506650618769866987625	8275.31
Morgan Stanley Active Assets (5) ⇒ Snap-On Incorporated Common Stock (SNA) [ST]	dependent	23.21677307022634939059779454	8308.82
Morgan Stanley Active Assets (6) ⇒ Southern Company (SO) [ST]	dependent	183.4977064220183486238532110	16986.38
Morgan Stanley Active Assets (6) ⇒ Stryker Corporation Common Stock (SYK) [ST]	dependent	45.52593393461746379491848522	13936.85
Morgan Stanley Active Assets (6) ⇒ TJX Companies, Inc. (TJX) [ST]	dependent	104.1663954169650413384545277	14968.71
Morgan Stanley Active Assets (6) ⇒ T-Mobile US, Inc. (TMUS) [ST]	dependent	78.80713159968479117415287628	11579.13
Stash UTMA (DC 2) ⇒ Tesla, Inc. - Common Stock (TSLA) [ST]	dependent	35.57991639242195143644934626	13933.81
Morgan Stanley Active Assets (6) ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST]	dependent	52.65392082661489354700714074	22344.74
Morgan Stanley Active Assets (6) ⇒ Visa Inc. (V) [ST]	dependent	45.62459011719084143594422742	18439.63
Morgan Stanley Active Assets (6) ⇒ Waste Management, Inc. (WM) [ST]	dependent	72.82781848800691821036821264	17552.96
Morgan Stanley Active Assets (6) ⇒ Walmart Inc. (WMT) [ST]	dependent	143.6226550578942644286868324	17276.37
Stash IRA ⇒ Apple Inc. (AAPL) [ST]	not_reported	514.9764584712719782240859265	177105.55
Morgan Stanley Active Assets (1) ⇒ AbbVie Inc. Common Stock (ABBV) [ST]	not_reported	142.2403606284738938246750405	40786.00
Accenture plc Class A Ordinary Shares (ACN) [ST]	not_reported	81.13642344300791687510339540	20059.36
Morgan Stanley Active Assets (1) ⇒ Analog Devices, Inc. - Common Stock (ADI) [ST]	not_reported	119.8396017699115044247787611	48886.17
Applied Materials, Inc. - Common Stock (AMAT) [ST]	not_reported	26.86894556308794075143906549	10414.13
Morgan Stanley Active Assets (2) ⇒ Amgen Inc. (AMGN) [ST]	not_reported	198.5915492957746478873239437	88299.76
Stash (2) ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST]	not_reported	1800.110475695347023654795944	448389.52
ASML Holding N.V. - New York Registry Shares (ASML) [ST]	not_reported	11.89857743411410263623238542	18929.45
Morgan Stanley Active Assets (1) ⇒ Atmos Energy Corporation Common Stock (ATO) [ST]	not_reported	193.8823599594344687705064726	33210.11
Broadcom Inc. - Common Stock (AVGO) [ST]	not_reported	119.7538632589520315411080610	39419.38
American Express Company Common Stock (AXP) [ST]	not_reported	114.3007435778275361842753149	36010.45
Morgan Stanley Active Assets (2) ⇒ Bank of America Corporation (BAC) [ST]	not_reported	1363.645454545454545454545455	68891.37
Stash IRA ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]	not_reported	96.49159454889087834477270466	52931.43
Caterpillar, Inc. Common Stock (CAT) [ST]	not_reported	45.43996248593713087922965540	31450.36
Chubb Limited Common Stock (CB) [ST]	not_reported	50.17945125048944123178013594	17901.02
Cummins Inc. Common Stock (CMI) [ST]	not_reported	48.80002587386759363407602562	25479.96
Cencora, Inc. Common Stock (COR) [ST]	not_reported	18.76687764120275526649977017	6193.07
Morgan Stanley Active Assets (1) ⇒ Costco Wholesale Corporation (COST) [ST]	not_reported	37.68873066307952779646079273	37883.20
Morgan Stanley Active Assets (1) ⇒ Cisco Systems, Inc. - Common Stock (CSCO) [ST]	not_reported	421.9200311566921978449954563	46512.46
Morgan Stanley Active Assets (1) ⇒ Dell Technologies Inc. Class C Common Stock (DELL) [ST]	not_reported	258.1863679694947569113441373	120596.27
Dollar General Corporation Common Stock (DG) [ST]	not_reported	15.94399032807633004506180598	2047.53
Elevance Health, Inc. Common Stock (ELV) [ST]	not_reported	2.15259384419801844674842460	928.46
General Dynamics Corporation Common Stock (GD) [ST]	not_reported	46.34175952275459772467216369	16545.86
Gilead Sciences, Inc. - Common Stock (GILD) [ST]	not_reported	58.69772560528246515040352164	9314.74
Morgan Stanley Active Assets (1) ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST]	not_reported	103.5707456978967495219885277	32540.89
Morgan Stanley Active Assets (2) ⇒ Goldman Sachs Group, Inc. (GS) [ST]	not_reported	122.2992036405005688282138794	109247.43
W.W. Grainger, Inc. Common Stock (GWW) [ST]	not_reported	26.46020127625969113803818829	35922.37
HCA Healthcare, Inc. Common Stock (HCA) [ST]	not_reported	37.74817486474246795671518820	17562.72
Morgan Stanley Active Assets (1) ⇒ Honeywell International Inc. (HON) [ST]	not_reported	38.99256451637704393911388329	8550.29
Morgan Stanley Active Assets (1) ⇒ Hormel Foods Corporation (HRL) [ST]	not_reported	249.1591404546870133914668328	5219.88
Morgan Stanley Active Assets (1) ⇒ Illinois Tool Works Inc. (ITW) [ST]	not_reported	131.9549330085261875761266748	36448.59
Morgan Stanley Active Assets (1) ⇒ Jack Henry & Associates, Inc. (JKHY) [ST]	not_reported	48.95967199069824368153723762	7948.60
Morgan Stanley Active Assets (1) ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST]	not_reported	100.8643163056296939978896406	33692.72
Morgan Stanley Active Assets (1) ⇒ Lucid Group, Inc. (LCID) [ST]	not_reported	264.9172185430463576158940397	900.72
Morgan Stanley Active Assets (1) ⇒ Linde plc - Ordinary Shares (LIN) [ST]	not_reported	76.22247238443678322662351368	38687.48
Morgan Stanley Active Assets (1) ⇒ Eli Lilly and Company Common Stock (LLY) [ST]	not_reported	30.24202553318197044701678639	38683.78
Morgan Stanley Active Assets (1) ⇒ Lockheed Martin Corporation (LMT) [ST]	not_reported	67.19560857609527156945851510	42682.65
Morgan Stanley Active Assets (1) ⇒ Lumen Technologies, Inc. Common Stock (LUMN) [ST]	not_reported	1029.665379665379665379665380	4561.42
McDonald's Corporation Common Stock (MCD) [ST]	not_reported	132.0818273473742695582364908	33130.08
Morgan Stanley Active Assets (1) ⇒ McKesson Corporation Common Stock (MCK) [ST]	not_reported	39.62074388326079801045971547	39338.25
Meta Platforms, Inc. - Class A Common Stock (META) [ST]	not_reported	63.33227803664808788147131070	39934.80
Monster Beverage Corporation - Common Stock (MNST) [ST]	not_reported	390.9157334457403480565831800	18154.13
Merck & Company, Inc. Common Stock (MRK) [ST]	not_reported	0.49014039756659697868219367	68.92
Microsoft Corporation - Common Stock (MSFT) [ST]	not_reported	243.3985373285620872647994212	129634.06
Motorola Solutions, Inc. Common Stock (MSI) [ST]	not_reported	35.95597230065845202033687156	17460.94
Stash (2) ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST]	not_reported	217.1635388739946380697050938	46907.32
Palo Alto Networks, Inc. (PANW) [ST]	not_reported	98.67198645227071002767400280	38527.46
Morgan Stanley Active Assets (2) ⇒ Pfizer, Inc. (PFE) [ST]	not_reported	277.8916290378603681833970129	8278.39
Parker-Hannifin Corporation Common Stock (PH) [ST]	not_reported	17.76669889306753192154393788	16068.74
Morgan Stanley Active Assets (1) ⇒ Ferrari N.V. Common Shares (RACE) [ST]	not_reported	87.94377097088429483710358264	34556.63
Morgan Stanley Active Assets (1) ⇒ RPM International Inc. (RPM) [ST]	not_reported	312.5048076923076923076923077	30606.72
Morgan Stanley Active Assets (1) ⇒ Raytheon Technologies Corporation (RTX) [ST]	not_reported	95.08557166627050154504397433	18777.50
Morgan Stanley Active Assets (1) ⇒ Sherwin-Williams Company (SHW) [ST]	not_reported	24.69061506650618769866987625	8275.31
Morgan Stanley Active Assets (1) ⇒ Southern Company (SO) [ST]	not_reported	372.7121559633027522935779817	34501.96
Space Exploration Technologies Corp. - Class A Common Stock (SPCX) [ST]	not_reported	49.70798384591488039763901833	7302.10
S&P Global Inc. Common Stock (SPGI) [ST]	not_reported	45.51655714077278598982665711	20512.04
Morgan Stanley Active Assets (1) ⇒ Stryker Corporation (SYK) [ST]	not_reported	92.47019660283950266025549834	28307.90
Morgan Stanley Active Assets (1) ⇒ Sysco Corporation (SYY) [ST]	not_reported	109.4010665937371803637358129	8988.39
TJX Companies, Inc. (TJX) [ST]	not_reported	262.6994280149742314516680869	37749.91
Morgan Stanley Active Assets (1) ⇒ T-Mobile US, Inc. (TMUS) [ST]	not_reported	160.0694444444444444444444444	23519.00
Morgan Stanley Active Assets (2) ⇒ Tesla, Inc. (TSLA) [ST]	not_reported	144.5366005514542381926532064	56603.42
Morgan Stanley Active Assets (1) ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST]	not_reported	106.9482378492217578729145414	45385.62
Morgan Stanley Active Assets (1) ⇒ Uber Technologies, Inc. (UBER) [ST]	not_reported	397.7542528454289560641292375	26303.49
Morgan Stanley Active Assets (2) ⇒ UnitedHealth Group Incorporated Common Stock (UNH) [ST]	not_reported	24.23586077368150010602526431	9953.67
Morgan Stanley Active Assets (1) ⇒ Visa Inc. (V) [ST]	not_reported	92.67058253257677283225456930	37453.74
Morgan Stanley Active Assets (1) ⇒ Waste Management, Inc. (WM) [ST]	not_reported	36.41390924400345910518410632	8776.48
Morgan Stanley Active Assets (1) ⇒ Walmart Inc. (WMT) [ST]	not_reported	291.7197738084552553630733327	35090.97

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:

Ticker:

Clear Filters

Public-equity transactions, newest transaction dates first
Ticker	Owner	Transaction Type	Trade Date	Found Date
LOW — Lowe's Companies, Inc. Common Stock (LOW) [ST]	Not reported	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 10 · Ptr not_reported · S · $1,001 - $15,000	Jul 5, 2024	Sep 12, 2026
SNA — Snap-On Incorporated Common Stock (SNA) [ST]	Not reported	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 18 · Ptr not_reported · S · $1,001 - $15,000	Jul 5, 2024	Sep 12, 2026
WM — Waste Management, Inc. Common Stock (WM) [ST]	Not reported	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 21 · Ptr not_reported · P · $1,001 - $15,000	Jul 5, 2024	Sep 12, 2026
ALL — Allstate Corporation (ALL) [ST]	Multiple owners	Sale Source rows (3) Combined amount unconfirmed Original ↗ · Row 2 · Ptr not_reported · S · $1,001 - $15,000 Original ↗ · Row 3 · Ptr dependent · S · $1,001 - $15,000 Original ↗ · Row 4 · Ptr dependent · S · $1,001 - $15,000	Jul 5, 2024	Sep 12, 2026
AMZN — Amazon.com, Inc. - Common Stock (AMZN) [ST]	Multiple owners	Purchase Source rows (4) Combined amount unconfirmed Original ↗ · Row 3 · Ptr not_reported · P · $1,001 - $15,000 Original ↗ · Row 4 · Ptr not_reported · P · $1,001 - $15,000 Original ↗ · Row 6 · Ptr dependent · P · $1,001 - $15,000 Original ↗ · Row 7 · Ptr dependent · P · $1,001 - $15,000	Jul 5, 2024	Sep 12, 2026
AVGO — Broadcom Inc. - Common Stock (AVGO) [ST]	Multiple owners	Purchase Source rows (3) Combined amount unconfirmed Original ↗ · Row 5 · Ptr not_reported · P · $1,001 - $15,000 Original ↗ · Row 12 · Ptr dependent · P · $1,001 - $15,000 Original ↗ · Row 13 · Ptr dependent · P · $1,001 - $15,000	Jul 5, 2024	Sep 12, 2026
CMCSA — Comcast Corporation - Class A Common Stock (CMCSA) [ST]	Multiple owners	Sale Source rows (2) Combined amount unconfirmed Original ↗ · Row 7 · Ptr not_reported · S · $1,001 - $15,000 Original ↗ · Row 14 · Ptr dependent · S · $1,001 - $15,000	Jul 5, 2024	Sep 12, 2026
FDS — FactSet Research Systems Inc. Common Stock (FDS) [ST]	Multiple owners	Sale Source rows (3) Combined amount unconfirmed Original ↗ · Row 8 · Ptr not_reported · S · $1,001 - $15,000 Original ↗ · Row 20 · Ptr dependent · S · $1,001 - $15,000 Original ↗ · Row 21 · Ptr dependent · S · $1,001 - $15,000	Jul 5, 2024	Sep 12, 2026
JPM — JP Morgan Chase & Co. Common Stock (JPM) [ST]	Multiple owners	Purchase Source rows (2) Combined amount unconfirmed Original ↗ · Row 9 · Ptr not_reported · P · $1,001 - $15,000 Original ↗ · Row 25 · Ptr dependent · P · $1,001 - $15,000	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 not_reported · S · $1,001 - $15,000 Original ↗ · Row 32 · Ptr dependent · S (partial) · $1,001 - $15,000 Original ↗ · Row 33 · Ptr dependent · S · $1,001 - $15,000	Jul 5, 2024	Sep 12, 2026
MDLZ — Mondelez International, Inc. - Class A Common Stock (MDLZ) [ST]	Multiple owners	Sale Source rows (2) Combined amount unconfirmed Original ↗ · Row 12 · Ptr not_reported · S · $1,001 - $15,000 Original ↗ · Row 34 · Ptr dependent · S · $1,001 - $15,000	Jul 5, 2024	Sep 12, 2026
NOC — Northrop Grumman Corporation Common Stock (NOC) [ST]	Multiple owners	Sale Source rows (2) Combined amount unconfirmed Original ↗ · Row 13 · Ptr not_reported · S · $1,001 - $15,000 Original ↗ · Row 39 · Ptr dependent · S · $1,001 - $15,000	Jul 5, 2024	Sep 12, 2026
ORCL — Oracle Corporation Common Stock (ORCL) [ST]	Multiple owners	Purchase Source rows (3) Combined amount unconfirmed Original ↗ · Row 14 · Ptr not_reported · P · $1,001 - $15,000 Original ↗ · Row 43 · Ptr dependent · P · $1,001 - $15,000 Original ↗ · Row 44 · Ptr dependent · P · $1,001 - $15,000	Jul 5, 2024	Sep 12, 2026
PNC — PNC Financial Services Group, Inc. (PNC) [ST]	Multiple owners	Sale Source rows (2) Combined amount unconfirmed Original ↗ · Row 15 · Ptr not_reported · S · $1,001 - $15,000 Original ↗ · Row 46 · Ptr dependent · S · $1,001 - $15,000	Jul 5, 2024	Sep 12, 2026
SHW — Sherwin-Williams Company (SHW) [ST]	Multiple owners	Purchase Source rows (3) Combined amount unconfirmed Original ↗ · Row 16 · Ptr not_reported · P · $1,001 - $15,000 Original ↗ · Row 17 · Ptr not_reported · P · $1,001 - $15,000 Original ↗ · Row 48 · Ptr dependent · P · $1,001 - $15,000	Jul 5, 2024	Sep 12, 2026
SO — Southern Company (SO) [ST]	Multiple owners	Purchase Source rows (3) Combined amount unconfirmed Original ↗ · Row 19 · Ptr not_reported · P · $1,001 - $15,000 Original ↗ · Row 51 · Ptr dependent · P · $1,001 - $15,000 Original ↗ · Row 52 · Ptr dependent · P · $1,001 - $15,000	Jul 5, 2024	Sep 12, 2026
TD — Toronto Dominion Bank (TD) [ST]	Multiple owners	Sale Source rows (2) Combined amount unconfirmed Original ↗ · Row 20 · Ptr not_reported · S · $1,001 - $15,000 Original ↗ · Row 53 · Ptr dependent · S · $1,001 - $15,000	Jul 5, 2024	Sep 12, 2026
WEC — WEC Energy Group, Inc. Common Stock (WEC) [ST]	Multiple owners	Sale Source rows (2) Combined amount unconfirmed Original ↗ · Row 22 · Ptr not_reported · S · $1,001 - $15,000 Original ↗ · Row 58 · Ptr dependent · S · $1,001 - $15,000	Jul 5, 2024	Sep 12, 2026
ZTS — Zoetis Inc. Class A Common Stock (ZTS) [ST]	Multiple owners	Sale Source rows (3) Combined amount unconfirmed Original ↗ · Row 23 · Ptr not_reported · S · $1,001 - $15,000 Original ↗ · Row 60 · Ptr dependent · S · $1,001 - $15,000 Original ↗ · Row 61 · Ptr dependent · S · $1,001 - $15,000	Jul 5, 2024	Sep 12, 2026
ATO — Atmos Energy Corporation Common Stock (ATO) [ST]	Dependent	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 8 · Ptr dependent · P · $1,001 - $15,000	Jul 5, 2024	Sep 12, 2026
BRK.B — Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]	Dependent	Purchase Source rows (2) $2,002–$30,000 Original ↗ · Row 9 · Ptr dependent · P · $1,001 - $15,000 Original ↗ · Row 10 · Ptr dependent · P · $1,001 - $15,000	Jul 5, 2024	Sep 12, 2026
ELV — Elevance Health, Inc. Common Stock (ELV) [ST]	Dependent	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 17 · Ptr dependent · P · $1,001 - $15,000	Jul 5, 2024	Sep 12, 2026
LIN — Linde plc - Ordinary Shares (LIN) [ST]	Dependent	Purchase Source rows (2) $2,002–$30,000 Original ↗ · Row 29 · Ptr dependent · P · $1,001 - $15,000 Original ↗ · Row 30 · Ptr dependent · P · $1,001 - $15,000	Jul 5, 2024	Sep 12, 2026
NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST]	Dependent	Purchase Source rows (2) $2,002–$30,000 Original ↗ · Row 41 · Ptr dependent · P · $1,001 - $15,000 Original ↗ · Row 42 · Ptr dependent · P · $1,001 - $15,000	Jul 5, 2024	Sep 12, 2026
ROP — Roper Technologies, Inc. (ROP) [ST]	Dependent	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 47 · Ptr dependent · P · $1,001 - $15,000	Jul 5, 2024	Sep 12, 2026
GWW — W.W. Grainger, Inc. Common Stock (GWW) [ST]	Dependent	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 56 · Ptr dependent · P · $1,001 - $15,000	Jul 5, 2024	Sep 12, 2026
WM — Waste Management, Inc. Common Stock (WM) [ST]	Dependent	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 57 · Ptr dependent · S (partial) · $1,001 - $15,000	Jul 5, 2024	Sep 12, 2026
TD — Morgan Stanley Active Assets (5) ⇒ Toronto Dominion Bank (TD) [ST]	Dependent	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 47 · Annual dependent · S · $1,001 - $15,000	Jul 1, 2024	Sep 14, 2026
SNA — Morgan Stanley Active Assets (5) ⇒ Snap-On Incorporated Common Stock (SNA) [ST]	Dependent	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 48 · Annual dependent · P · $1,001 - $15,000	Jul 1, 2024	Sep 14, 2026
PNC — Morgan Stanley Active Assets (5) ⇒ PNC Financial Services Group, Inc. (PNC) [ST]	Dependent	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 49 · Annual dependent · S · $1,001 - $15,000	Jul 1, 2024	Sep 14, 2026
NOC — Morgan Stanley Active Assets (5) ⇒ Northrop Grumman Corporation Common Stock (NOC) [ST]	Dependent	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 50 · Annual dependent · S · $1,001 - $15,000	Jul 1, 2024	Sep 14, 2026
JNJ — Morgan Stanley Active Assets (5) ⇒ Johnson & Johnson Common Stock (JNJ) [ST]	Dependent	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 51 · Annual dependent · P · $1,001 - $15,000	Jul 1, 2024	Sep 14, 2026
BBY — Morgan Stanley Active Assets (5) ⇒ Best Buy Co., Inc. Common Stock (BBY) [ST]	Dependent	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 52 · Annual dependent · S · $1,001 - $15,000	Jul 1, 2024	Sep 14, 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 53 · Annual dependent · P · $1,001 - $15,000	Jul 1, 2024	Sep 14, 2026
MDLZ — Morgan Stanley Active Assets (5) ⇒ Mondelez International, Inc. - Class A Common Stock (MDLZ) [ST]	Dependent	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 54 · Annual dependent · P · $1,001 - $15,000	Jul 1, 2024	Sep 14, 2026
ELV — Morgan Stanley Active Assets (5) ⇒ Elevance Health, Inc. Common Stock (ELV) [ST]	Dependent	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 55 · Annual dependent · P · $1,001 - $15,000	Jul 1, 2024	Sep 14, 2026
WEC — Morgan Stanley Active Assets (5) ⇒ WEC Energy Group, Inc. Common Stock (WEC) [ST]	Dependent	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 56 · Annual dependent · S · $1,001 - $15,000	Jul 1, 2024	Sep 14, 2026
JPM — Morgan Stanley Active Assets (5) ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST]	Dependent	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 57 · Annual dependent · P · $1,001 - $15,000	Jul 1, 2024	Sep 14, 2026
NEE — Morgan Stanley Active Assets (5) ⇒ NextEra Energy, Inc. Common Stock (NEE) [ST]	Dependent	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 58 · Annual dependent · P · $1,001 - $15,000	Jul 1, 2024	Sep 14, 2026
FDS — Morgan Stanley Active Assets (5) ⇒ FactSet Research Systems Inc. Common Stock (FDS) [ST]	Dependent	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 59 · Annual dependent · P · $1,001 - $15,000	Jul 1, 2024	Sep 14, 2026
LMT — Morgan Stanley Active Assets (5) ⇒ Lockheed Martin Corporation Common Stock (LMT) [ST]	Dependent	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 60 · Annual dependent · P · $1,001 - $15,000	Jul 1, 2024	Sep 14, 2026
TSCO — Morgan Stanley Active Assets (5) ⇒ Tractor Supply Company - Common Stock (TSCO) [ST]	Dependent	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 61 · Annual dependent · P · $1,001 - $15,000	Jul 1, 2024	Sep 14, 2026
GOOG — Alphabet Inc. - Class C Capital Stock (GOOG) [ST]	Dependent	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 5 · Ptr dependent · P · $1,001 - $15,000	Jul 1, 2024	Sep 12, 2026
BBY — Best Buy Co., Inc. Common Stock (BBY) [ST]	Dependent	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 11 · Ptr dependent · S · $1,001 - $15,000	Jul 1, 2024	Sep 12, 2026
ELV — Elevance Health, Inc. Common Stock (ELV) [ST]	Dependent	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 18 · Ptr dependent · P · $1,001 - $15,000	Jul 1, 2024	Sep 12, 2026
FDS — FactSet Research Systems Inc. Common Stock (FDS) [ST]	Dependent	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 19 · Ptr dependent · P · $1,001 - $15,000	Jul 1, 2024	Sep 12, 2026
JNJ — Johnson & Johnson Common Stock (JNJ) [ST]	Dependent	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 24 · Ptr dependent · P · $1,001 - $15,000	Jul 1, 2024	Sep 12, 2026
JPM — JP Morgan Chase & Co. Common Stock (JPM) [ST]	Dependent	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 26 · Ptr dependent · P · $1,001 - $15,000	Jul 1, 2024	Sep 12, 2026
LMT — Lockheed Martin Corporation Common Stock (LMT) [ST]	Dependent	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 31 · Ptr dependent · P · $1,001 - $15,000	Jul 1, 2024	Sep 12, 2026
MDLZ — Mondelez International, Inc. - Class A Common Stock (MDLZ) [ST]	Dependent	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 35 · Ptr dependent · P · $1,001 - $15,000	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.

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