Republican · House TX17
Wikipedia biography ↗Years Elected: About 27.8Rank: #44
Federal elected service; earlier service not yet verified.
8.79%
Cumulative estimated return
SPY: 13.01%
Outperformance: -4.22 percentage points
2025-10-24 – 2026-10-26
62.81%
Cumulative estimated return
SPY: 85.52%
Outperformance: -22.71 percentage points
2023-10-26 – 2026-10-26
61.10%
Cumulative estimated return
SPY: 67.86%
Outperformance: -6.76 percentage points
2021-10-26 – 2026-10-26
As of Oct 26, 2026. 120 parsed trades. Ranks use three-year return.
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.
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 |
|---|---|---|---|---|---|---|
| GOOG | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $278.22Oct 30, 2026 | Unavailable |
| AMZN | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $240.35Oct 30, 2026 | Unavailable |
| BRK.B | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $542.49Oct 30, 2026 | Unavailable |
| BUI | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| BWXT | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| XOM | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $187.25Oct 30, 2026 | Unavailable |
| LOW | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $209.07Oct 30, 2026 | Unavailable |
| MSFT | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $521.91Oct 30, 2026 | Unavailable |
| UNP | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $304.00Oct 30, 2026 | Unavailable |
| VZ | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $44.73Oct 30, 2026 | Unavailable |
| COST | Not reported | $250,001 - $500,000 | Unavailable | Unavailable | $1012.28Oct 30, 2026 | Unavailable |
| CVS | Not reported | None | Unavailable | Unavailable | $90.25Oct 30, 2026 | Unavailable |
| HD | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| RTX | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $199.80Oct 30, 2026 | Unavailable |
| ABBV | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $294.89Oct 30, 2026 | Unavailable |
| BUI | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| CVX | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $235.52Oct 30, 2026 | Unavailable |
| CCI | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $88.69Oct 30, 2026 | Unavailable |
| ET | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $20.91Oct 30, 2026 | Unavailable |
| HON | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $218.33Oct 30, 2026 | Unavailable |
| IBM | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| PEP | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $137.34Oct 30, 2026 | Unavailable |
| PG | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| REZI | Not reported | None | Unavailable | Unavailable | $18.73Oct 30, 2026 | Unavailable |
| SOLS | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $60.55Oct 30, 2026 | Unavailable |
| DIS | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $110.94Oct 30, 2026 | Unavailable |
| AAPL | Spouse | $100,001 - $250,000 | Unavailable | Unavailable | $344.63Oct 30, 2026 | Unavailable |
| MCD | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $258.12Oct 30, 2026 | Unavailable |
| MSFT | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $521.91Oct 30, 2026 | Unavailable |
| NVDA | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $204.64Oct 30, 2026 | Unavailable |
| ABT | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $106.20Oct 30, 2026 | Unavailable |
| GOOG | Spouse | $100,001 - $250,000 | Unavailable | Unavailable | $278.22Oct 30, 2026 | Unavailable |
| AMZN | Spouse | $100,001 - $250,000 | Unavailable | Unavailable | $240.35Oct 30, 2026 | Unavailable |
| AAPL | Spouse | $100,001 - $250,000 | Unavailable | Unavailable | $344.63Oct 30, 2026 | Unavailable |
| CMG | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $31.89Oct 30, 2026 | Unavailable |
| COST | Spouse | $100,001 - $250,000 | Unavailable | Unavailable | $1012.28Oct 30, 2026 | Unavailable |
| COST | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $1012.28Oct 30, 2026 | Unavailable |
| DHR | Spouse | None | Unavailable | Unavailable | $232.23Oct 30, 2026 | Unavailable |
| JNJ | Spouse | None | Unavailable | Unavailable | Unavailable | Unavailable |
| MA | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $638.01Oct 30, 2026 | Unavailable |
| MCD | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $258.12Oct 30, 2026 | Unavailable |
| MSFT | Spouse | $250,001 - $500,000 | Unavailable | Unavailable | $521.91Oct 30, 2026 | Unavailable |
| MSFT | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $521.91Oct 30, 2026 | Unavailable |
| NVDA | Spouse | $250,001 - $500,000 | Unavailable | Unavailable | $204.64Oct 30, 2026 | Unavailable |
| NVDA | Spouse | $100,001 - $250,000 | Unavailable | Unavailable | $204.64Oct 30, 2026 | Unavailable |
| SBUX | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $103.67Oct 30, 2026 | Unavailable |
| TJX | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $140.31Oct 30, 2026 | Unavailable |
| V | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $413.59Oct 30, 2026 | Unavailable |
| V | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $413.59Oct 30, 2026 | Unavailable |
| WMT | Spouse | $1 - $1,000 | Unavailable | Unavailable | $123.51Oct 30, 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.
| Asset | Owner | Estimated units | Estimated value |
|---|---|---|---|
| AbbVie Inc. Common Stock (ABBV) [ST] | not_reported | 18.0836581797593734441883537 | 5185.31 |
| Amazon.com, Inc. (AMZN) [ST] | not_reported | 140.8045230049389134390434104 | 35073.00 |
| Berkshire Hathaway Inc. New (BRK.B) [ST] | not_reported | 64.65831095195464040584900030 | 35468.96 |
| BWX Technologies, Inc. (BWXT) [ST] | not_reported | 433.9302244850728997917148808 | 56931.65 |
| ET IRA ⇒ Crown Castle International Corp. (CCI) [ST] | not_reported | 90.02475526049285473163047148 | 7874.47 |
| ET Invest ⇒ Costco Wholesale Corporation - Common Stock (COST) [ST] | not_reported | 434.8638588027924020687895726 | 437107.76 |
| ET IRA ⇒ Chevron Corporation (CVX) [ST] | not_reported | 213.2438816350633160553769438 | 49474.71 |
| ET IRA ⇒ Walt Disney Company (DIS) [ST] | not_reported | 70.32170167882570097565263250 | 7763.52 |
| ET IRA ⇒ Energy Transfer LP Common Units (ET) [ST] | not_reported | 485.1728320194057004244996968 | 9994.56 |
| ET IRA ⇒ General Mills, Inc. (GIS) [ST] | not_reported | 122.8200798280626343260669328 | 4139.04 |
| Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | not_reported | 103.5707456978967495219885277 | 32540.89 |
| Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | not_reported | 78.66710393922230499168825325 | 24921.74 |
| ET IRA ⇒ Garrett Motion Inc. (GTX) [ST] | not_reported | 55.42635658914728682170542636 | 1202.20 |
| ET IRA ⇒ Honeywell International Inc. (HON) [ST] | not_reported | 158.3998303936644105422374556 | 34733.91 |
| ET IRA ⇒ Kyndryl Holdings, Inc. (KD) [ST] | not_reported | 14.46531791907514450867052023 | 212.35 |
| Kroger Company (KR) [ST] | not_reported | 18.2938377430443352174052720 | 1221.48 |
| Lowe's Companies, Inc. (LOW) [ST] | not_reported | 134.7673743572731796317797313 | 26713.59 |
| IRA Filer ⇒ Facebook, Inc. - Class A (FB) [ST] | not_reported | 274.5661883145409283936154635 | 173130.46 |
| ET IRA ⇒ Altria Group, Inc. (MO) [ST] | not_reported | 198.3267228557263262270699058 | 14600.81 |
| Microsoft Corporation (MSFT) [ST] | not_reported | 155.0814689218808155163144618 | 82596.39 |
| ET IRA ⇒ Pepsico, Inc. (PEP) [ST] | not_reported | 226.4527591973244147157190635 | 30675.29 |
| ET Invest ⇒ RTX Corporation Common Stock (RTX) [ST] | not_reported | 177.2110141766630316248636859 | 34995.63 |
| Snowflake Inc. Class A (SNOW) [ST] | not_reported | 2.4806016574474830265852754 | 830.88 |
| ET IRA ⇒ Solstice Advanced Materials Inc. - Common Stock (SOLS) [ST] | not_reported | 164.6871140386990531082750103 | 9943.81 |
| AT&T Inc. (T) [ST] | not_reported | 476.7878426698450536352800954 | 9941.03 |
| Union Pacific Corporation (UNP) [ST] | not_reported | 140.5001729206294310911291717 | 41724.34 |
| Verizon Communications Inc. Common Stock (VZ) [ST] | not_reported | 37.8449393708526040007718406 | 1631.12 |
| Exxon Mobil Corporation (XOM) [ST] | not_reported | 66.48246634535482798736912082 | 12268.67 |
| Apple Inc. - Common Stock (AAPL) [ST] | spouse | 772.3449379623228356239065393 | 265617.15 |
| Trust One ⇒ Abbott Laboratories (ABT) [ST] | spouse | 598.6152127065208715779391811 | 62782.76 |
| CS IRA ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST] | spouse | 124.4228781440220512231537843 | 30761.07 |
| C3.ai, Inc. Class A (AI) [ST] | spouse | 34.72743521000893655049151028 | 444.16 |
| Trust One ⇒ Amazon.com, Inc. (AMZN) [ST] | spouse | 758.1687028853652196516766311 | 188852.24 |
| SEP 2 ⇒ American Express Company (AXP) [ST] | spouse | 66.16905136051608634521544951 | 20846.56 |
| CS IRA ⇒ CF Industries Holdings, Inc. (CF) [ST] | spouse | 839.5892534228881425988116766 | 101455.97 |
| CS IRA ⇒ CME Group Inc. - Class A (CME) [ST] | spouse | 178.5251304586652018676187860 | 54996.45 |
| Trust One ⇒ Chipotle Mexican Grill, Inc. (CMG) [ST] | spouse | 2027.040540540540540540540541 | 57588.22 |
| Trust One ⇒ Costco Wholesale Corporation - Common Stock (COST) [ST] | spouse | 212.2144397801331261451399680 | 213309.47 |
| Salesforce, Inc. (CRM) [ST] | spouse | 25.25946579304061077100467836 | 6254.50 |
| SEP 2 ⇒ CSX Corporation (CSX) [ST] | spouse | 264.4793388429752066115702479 | 13570.43 |
| DigitalBridge Group, Inc. (DBRG) [ST] | spouse | 33.44564685771267124100762127 | 534.80 |
| CS IRA ⇒ DuPont de Nemours, Inc. (DD) [ST] | spouse | 89.66657976374621131989546672 | 12217.07 |
| CS IRA ⇒ Dollar Tree, Inc. (DLTR) [ST] | spouse | 300.8191410588670862643465383 | 37578.33 |
| CS IRA ⇒ Dow Inc. (DOW) [ST] | spouse | 144.1531531531531531531531532 | 4899.77 |
| Trust One ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | spouse | 557.6816443594646271510516252 | 175218.00 |
| CS IRA ⇒ Goldman Sachs Group, Inc. (GS) [ST] | spouse | 123.2433354821584316104812104 | 110090.81 |
| CS Invest ⇒ Kimberly-Clark Corporation (KMB) [ST] | spouse | 59.33768449158199213824816436 | 6505.19 |
| CS IRA ⇒ Eli Lilly and Company (LLY) [ST] | spouse | 192.4928926794598436389481166 | 246225.36 |
| Trust One ⇒ Mastercard Incorporated (MA) [ST] | spouse | 56.93052830717488789237668161 | 34926.88 |
| Trust One ⇒ McDonald's Corporation Common Stock (MCD) [ST] | spouse | 52.35415371527664169093348166 | 13131.99 |
| CS IRA ⇒ McCormick & Company, Incorporated (MKC) [ST] | spouse | 339.9633891213389121338912134 | 16308.04 |
| Altria Group, Inc. (MO) [ST] | spouse | 50.3884832107559120258864738 | 3709.60 |
| Trust One ⇒ Microsoft Corporation (MSFT) [ST] | spouse | 859.1487117985194987800339110 | 457582.60 |
| Trust One ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | spouse | 3123.332439678284182305630028 | 674639.81 |
| CS Invest ⇒ Occidental Petroleum Corporation (OXY) [ST] | spouse | 1877.556325823223570190641248 | 120295.03 |
| CS Invest ⇒ PNC Financial Services Group, Inc. (PNC) [ST] | spouse | 218.1241610738255033557046980 | 49261.16 |
| CS IRA ⇒ Roper Technologies, Inc. (ROP) [ST] | spouse | 75.39144958129392934190076318 | 33296.63 |
| SEP 2 ⇒ SBA Communications Corporation - Class A (SBAC) [ST] | spouse | 28.35749477191365682486796867 | 5272.23 |
| Trust One ⇒ Starbucks Corporation (SBUX) [ST] | spouse | 385.9458496615603847524047025 | 39632.78 |
| CS IRA ⇒ Schlumberger N.V. (SLB) [ST] | spouse | 366.4910673385249656436097114 | 19453.35 |
| Trust One ⇒ TJX Companies, Inc. (TJX) [ST] | spouse | 211.5780222641755094069396524 | 30403.76 |
| Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] | spouse | 70.28463498199068786787314416 | 29826.69 |
| Trust One ⇒ Visa Inc. (V) [ST] | spouse | 115.4828775911721935502266830 | 46673.56 |
| Trust One ⇒ Veralto Corp Common Stock (VLTO) [ST] | spouse | 78.55179185076092292587137948 | 8118.33 |
| IRA One ⇒ Warner Bros. Discovery, Inc. - Series A (WBD) [ST] | spouse | 43.98066783831282952548330404 | 1361.20 |
| Trust One ⇒ Walmart Inc. (WMT) [ST] | spouse | 296.2121892110223498788259581 | 35631.36 |
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 |
|---|---|---|---|---|---|---|
| AAPL | Spouse | Feb 29, 2024 | $180.75 | Sep 22, 2026 | $339.75 | 87.97% |
| NVDA | Spouse | Jun 23, 2023 | $42.21 | May 21, 2024 | $95.39 | 125.98% |
193 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.
| Ticker | Owner | Transaction Type | Trade Date | Found Date |
|---|---|---|---|---|
| AMZN — Amazon.com, Inc. - Common Stock (AMZN) [ST] | Not reported | Sale | Oct 27, 2026 | Nov 2, 2026 |
| MCD — McDonald's Corporation Common Stock (MCD) [ST] | Spouse | Sale | Oct 27, 2026 | Nov 2, 2026 |
| HD — Home Depot, Inc. (HD) [ST] | Not reported | Sale | Oct 22, 2026 | Nov 2, 2026 |
| LOW — Lowe's Companies, Inc. Common Stock (LOW) [ST] | Not reported | Sale | Oct 22, 2026 | Nov 2, 2026 |
| PEP — Pepsico, Inc. (PEP) [ST] | Not reported | Sale | Oct 21, 2026 | Nov 2, 2026 |
| REZI — Resideo Technologies, Inc. Common Stock (REZI) [ST] | Not reported | Sale | Oct 21, 2026 | Nov 2, 2026 |
| SOLS — Solstice Advanced Materials Inc. - Common Stock (SOLS) [ST] | Not reported | Sale | Oct 21, 2026 | Nov 2, 2026 |
| IBM — International Business Machines Corporation Common Stock (IBM) [ST] | Not reported | Sale | Oct 20, 2026 | Nov 2, 2026 |
| BRK.B — Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | Not reported | Sale | Oct 15, 2026 | Nov 2, 2026 |
| CVX — Chevron Corporation Common Stock (CVX) [ST] | Not reported | Sale | Oct 14, 2026 | Nov 2, 2026 |
| XOM — ExxonMobil Holdings Corporation Common Stock (XOM) [ST] | Not reported | Sale | Oct 14, 2026 | Nov 2, 2026 |
| COST — Costco Wholesale Corporation - Common Stock (COST) [ST] | Not reported | Sale | Oct 13, 2026 | Nov 2, 2026 |
| PG — Procter & Gamble Company (PG) [ST] | Not reported | Sale | Oct 8, 2026 | Nov 2, 2026 |
| ABT — Abbott Laboratories Common Stock (ABT) [ST] | Spouse | Sale | Oct 2, 2026 | Nov 2, 2026 |
| GOOG — Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Spouse | Sale | Oct 2, 2026 | Nov 2, 2026 |
| AMZN — Amazon.com, Inc. - Common Stock (AMZN) [ST] | Spouse | Sale | Oct 2, 2026 | Nov 2, 2026 |
| AAPL — Apple Inc. - Common Stock (AAPL) [ST] | Spouse | Sale | Oct 2, 2026 | Nov 2, 2026 |
| CMG — Chipotle Mexican Grill, Inc. Common Stock (CMG) [ST] | Spouse | Sale | Oct 2, 2026 | Nov 2, 2026 |
| COST — Costco Wholesale Corporation - Common Stock (COST) [ST] | Spouse | Sale | Oct 2, 2026 | Nov 2, 2026 |
| MA — Mastercard Incorporated Common Stock (MA) [ST] | Spouse | Sale | Oct 2, 2026 | Nov 2, 2026 |
| MCD — McDonald's Corporation Common Stock (MCD) [ST] | Spouse | Sale | Oct 2, 2026 | Nov 2, 2026 |
| MSFT — Microsoft Corporation - Common Stock (MSFT) [ST] | Spouse | Sale | Oct 2, 2026 | Nov 2, 2026 |
| NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST] | Spouse | Sale | Oct 2, 2026 | Nov 2, 2026 |
| SBUX — Starbucks Corporation - Common Stock (SBUX) [ST] | Spouse | Sale | Oct 2, 2026 | Nov 2, 2026 |
| TSLA — Tesla, Inc. - Common Stock (TSLA) [ST] | Spouse | Sale | Oct 2, 2026 | Nov 2, 2026 |
| TJX — TJX Companies, Inc. (TJX) [ST] | Spouse | SaleSource rows (2)$30,002–$100,000 Original ↗ · Row 27 · Ptr Original ↗ · Row 28 · Ptr | Oct 2, 2026 | Nov 2, 2026 |
| VZ — Verizon Communications Inc. Common Stock (VZ) [ST] | Spouse | Sale | Oct 2, 2026 | Nov 2, 2026 |
| V — Visa Inc. (V) [ST] | Spouse | Sale | Oct 2, 2026 | Nov 2, 2026 |
| WMT — Walmart Inc. - Common Stock (WMT) [ST] | Spouse | Sale | Oct 2, 2026 | Nov 2, 2026 |
| HON — Honeywell International Inc. (HON) [ST] | Not reported | Sale | Oct 1, 2026 | Nov 2, 2026 |
| AAPL — Apple Inc. - Common Stock (AAPL) [ST] | Spouse | Sale | Sep 22, 2026 | Sep 28, 2026 |
| ABBV — AbbVie Inc. Common Stock (ABBV) [ST] | Not reported | Sale | Sep 14, 2026 | Sep 28, 2026 |
| GOOGL — Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Not reported | Sale | Sep 14, 2026 | Sep 28, 2026 |
| VZ — Verizon Communications Inc. Common Stock (VZ) [ST] | Not reported | Sale | Mar 9, 2026 | Sep 11, 2026 |
| BANC — ET IRA ⇒ Banc of California, Inc. (BANC) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Jan 23, 2026 | Sep 14, 2026 |
| GTX — ET IRA ⇒ Garrett Motion Inc. (GTX) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Jan 23, 2026 | Sep 14, 2026 |
| DHR — Trust One ⇒ Danaher Corporation Common Stock (DHR) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 12, 2025 | Sep 14, 2026 |
| JNJ — Trust One ⇒ Johnson & Johnson Common Stock (JNJ) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 12, 2025 | Sep 14, 2026 |
| DHR — Danaher Corporation Common Stock (DHR) [ST] | Spouse | Sale | Jun 12, 2025 | Sep 11, 2026 |
| JNJ — Johnson & Johnson Common Stock (JNJ) [ST] | Spouse | Sale | Jun 12, 2025 | Sep 11, 2026 |
| CVS — ET Invest ⇒ CVS Health Corporation Common Stock (CVS) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Mar 7, 2025 | Sep 14, 2026 |
| MSFT — Trust One ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Dec 18, 2024 | Sep 14, 2026 |
| MSFT — Microsoft Corporation - Common Stock (MSFT) [ST] | Spouse | Purchase | Dec 18, 2024 | Sep 11, 2026 |
| NVDA — IRA One ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Nov 1, 2024 | Sep 14, 2026 |
| NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST] | Spouse | Purchase | Nov 1, 2024 | Sep 11, 2026 |
| NVDA — IRA One ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Sep 16, 2024 | Sep 14, 2026 |
| NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST] | Spouse | Purchase | Sep 16, 2024 | Sep 11, 2026 |
| MO — Trust One ⇒ Altria Group, Inc. (MO) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Sep 10, 2024 | Sep 14, 2026 |
| NVDA — Trust One ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Sep 10, 2024 | Sep 14, 2026 |
| MO — Altria Group, Inc. (MO) [ST] | Spouse | Sale | Sep 10, 2024 | Sep 11, 2026 |
68 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.