Jared Moskowitz

Updated Sep 14, 2026

Democrat · 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

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.

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
ABT	Not reported	None	Unavailable	Unavailable	Unavailable	Unavailable
ABBV	Not reported	$15,001 - $50,000	Unavailable	Unavailable	$262.51Sep 16, 2026	Unavailable
ACN	Not reported	$15,001 - $50,000	Unavailable	Unavailable	$189.64Sep 16, 2026	Unavailable
GOOG	Not reported	$15,001 - $50,000	Unavailable	Unavailable	$339.36Sep 16, 2026	Unavailable
AMZN	Not reported	$15,001 - $50,000	Unavailable	Unavailable	$245.96Sep 16, 2026	Unavailable
AXP	Not reported	$15,001 - $50,000	Unavailable	Unavailable	Unavailable	Unavailable
AMGN	Not reported	$15,001 - $50,000	Unavailable	Unavailable	$376.35Sep 16, 2026	Unavailable
ADI	Not reported	$15,001 - $50,000	Unavailable	Unavailable	$362.04Sep 16, 2026	Unavailable
AAPL	Not reported	$15,001 - $50,000	Unavailable	Unavailable	$332.41Sep 16, 2026	Unavailable
ATO	Not reported	$15,001 - $50,000	Unavailable	Unavailable	$161.96Sep 16, 2026	Unavailable
ADP	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$273.19Sep 16, 2026	Unavailable
BRK.B	Not reported	$15,001 - $50,000	Unavailable	Unavailable	$519.80Sep 16, 2026	Unavailable
AVGO	Not reported	$15,001 - $50,000	Unavailable	Unavailable	$339.51Sep 16, 2026	Unavailable
BRO	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$65.88Sep 16, 2026	Unavailable
CARR	Not reported	None	Unavailable	Unavailable	$54.26Sep 16, 2026	Unavailable
CAT	Not reported	$15,001 - $50,000	Unavailable	Unavailable	$782.72Sep 16, 2026	Unavailable
CB	Not reported	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
CSCO	Not reported	$15,001 - $50,000	Unavailable	Unavailable	$107.74Sep 16, 2026	Unavailable
COST	Not reported	$15,001 - $50,000	Unavailable	Unavailable	$893.74Sep 16, 2026	Unavailable
CMI	Not reported	$15,001 - $50,000	Unavailable	Unavailable	$527.50Sep 16, 2026	Unavailable
DELL	Not reported	$15,001 - $50,000	Unavailable	Unavailable	Unavailable	Unavailable
LLY	Not reported	$15,001 - $50,000	Unavailable	Unavailable	$1137.82Sep 16, 2026	Unavailable
RACE	Not reported	$15,001 - $50,000	Unavailable	Unavailable	Unavailable	Unavailable
GS	Not reported	$15,001 - $50,000	Unavailable	Unavailable	$937.98Sep 16, 2026	Unavailable
HCA	Not reported	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
HD	Not reported	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
HON	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$207.66Sep 16, 2026	Unavailable
ITW	Not reported	$15,001 - $50,000	Unavailable	Unavailable	$267.33Sep 16, 2026	Unavailable
JNJ	Not reported	$15,001 - $50,000	Unavailable	Unavailable	Unavailable	Unavailable
JPM	Not reported	$15,001 - $50,000	Unavailable	Unavailable	$348.92Sep 16, 2026	Unavailable
LECO	Not reported	None	Unavailable	Unavailable	Unavailable	Unavailable
LIN	Not reported	$15,001 - $50,000	Unavailable	Unavailable	$462.09Sep 16, 2026	Unavailable
LMT	Not reported	$15,001 - $50,000	Unavailable	Unavailable	$537.25Sep 16, 2026	Unavailable
LUMN	Not reported	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
MCD	Not reported	$15,001 - $50,000	Unavailable	Unavailable	$248.56Sep 16, 2026	Unavailable
MCK	Not reported	$15,001 - $50,000	Unavailable	Unavailable	$887.29Sep 16, 2026	Unavailable
META	Not reported	$15,001 - $50,000	Unavailable	Unavailable	$673.31Sep 16, 2026	Unavailable
MSFT	Not reported	$15,001 - $50,000	Unavailable	Unavailable	$490.30Sep 16, 2026	Unavailable
NVDA	Not reported	$15,001 - $50,000	Unavailable	Unavailable	$213.90Sep 16, 2026	Unavailable
ORCL	Not reported	$15,001 - $50,000	Unavailable	Unavailable	$143.16Sep 16, 2026	Unavailable
PEP	Not reported	None	Unavailable	Unavailable	$134.34Sep 16, 2026	Unavailable
PG	Not reported	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
PEG	Not reported	$15,001 - $50,000	Unavailable	Unavailable	Unavailable	Unavailable
QCOM	Not reported	$15,001 - $50,000	Unavailable	Unavailable	$184.84Sep 16, 2026	Unavailable
ROP	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$375.82Sep 16, 2026	Unavailable
RPM	Not reported	$15,001 - $50,000	Unavailable	Unavailable	$99.78Sep 16, 2026	Unavailable
SPGI	Not reported	$15,001 - $50,000	Unavailable	Unavailable	$406.76Sep 16, 2026	Unavailable
CRM	Not reported	None	Unavailable	Unavailable	$250.54Sep 16, 2026	Unavailable
SHW	Not reported	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
SO	Not reported	$15,001 - $50,000	Unavailable	Unavailable	$86.23Sep 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.

Transaction type:

Ticker:

Clear Filters

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; may repeat a PTR 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; may repeat a PTR 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; may repeat a PTR 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; may repeat a PTR 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; may repeat a PTR 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; may repeat a PTR 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; may repeat a PTR 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; may repeat a PTR 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; may repeat a PTR 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; may repeat a PTR 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; may repeat a PTR 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; may repeat a PTR 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; may repeat a PTR 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; may repeat a PTR 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; may repeat a PTR 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; may repeat a PTR 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; may repeat a PTR 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; may repeat a PTR 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; may repeat a PTR 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; may repeat a PTR 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; may repeat a PTR 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; may repeat a PTR 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; may repeat a PTR 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; may repeat a PTR 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; may repeat a PTR 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; may repeat a PTR 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; may repeat a PTR 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; may repeat a PTR 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; may repeat a PTR 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; may repeat a PTR 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; may repeat a PTR 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; may repeat a PTR 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
HRL — Hormel Foods Corporation Common Stock (HRL) [ST]	Not reported	Sale Source rows (1) $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. - Common Stock (JKHY) [ST]	Not reported	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 32 · Ptr not_reported · S · $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]	Dependent	Sale Source rows (2) $2,002–$30,000 Original ↗ · Row 9 · Ptr dependent · S · $1,001 - $15,000 Original ↗ · Row 10 · Ptr dependent · S · $1,001 - $15,000	Dec 28, 2023	Sep 12, 2026
JKHY — Jack Henry & Associates, Inc. (JKHY) [ST]	Dependent	Sale Source rows (2) $2,002–$30,000 Original ↗ · Row 11 · Ptr dependent · S · $1,001 - $15,000 Original ↗ · Row 12 · Ptr dependent · 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

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	Not established	Needs review
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