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 |
|---|---|---|---|---|---|---|
| V | Spouse | Feb 29, 2024 | $282.64 | Oct 2, 2026 | $360.66 | 27.60% |
| NVDA | Spouse | Sep 16, 2024 | $116.78 | Oct 2, 2026 | $233.95 | 100.33% |
| NVDA | Spouse | Nov 1, 2024 | $135.40 | Oct 2, 2026 | $233.95 | 72.78% |
| MSFT | Spouse | Feb 7, 2024 | $414.05 | Oct 2, 2026 | $517.53 | 24.99% |
| MSFT | Spouse | Sep 9, 2024 | $405.72 | Oct 2, 2026 | $517.53 | 27.56% |
| MSFT | Spouse | Dec 18, 2024 | $437.39 | Oct 2, 2026 | $517.53 | 18.32% |
| COST | Spouse | Jan 31, 2024 | $694.88 | Oct 2, 2026 | $920.65 | 32.49% |
| 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 |
|---|---|---|---|---|
| NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST] | Spouse | Purchase | Sep 10, 2024 | Sep 11, 2026 |
| MSFT — Trust One ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Sep 9, 2024 | Sep 14, 2026 |
| MSFT — Microsoft Corporation - Common Stock (MSFT) [ST] | Spouse | Purchase | Sep 9, 2024 | Sep 11, 2026 |
| NVST — Trust One ⇒ Envista Holdings Corporation Common Stock (NVST) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 6, 2024 | Sep 14, 2026 |
| NVST — Envista Holdings Corporation Common Stock (NVST) [ST] | Spouse | Sale | Jun 6, 2024 | Sep 12, 2026 |
| NVDA — IRA One ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | May 21, 2024 | Sep 14, 2026 |
| NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST] | Spouse | Sale | May 21, 2024 | Sep 12, 2026 |
| GIS — ET IRA ⇒ General Mills, Inc. Common Stock (GIS) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Mar 20, 2024 | Sep 14, 2026 |
| V — Trust One ⇒ Visa Inc. (V) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Feb 29, 2024 | Sep 14, 2026 |
| AAPL — IRA One ⇒ Apple Inc. - Common Stock (AAPL) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Feb 29, 2024 | Sep 14, 2026 |
| V — Visa Inc. (V) [ST] | Spouse | Purchase | Feb 29, 2024 | Sep 12, 2026 |
| AAPL — Apple Inc. - Common Stock (AAPL) [ST] | Spouse | Purchase | Feb 29, 2024 | Sep 12, 2026 |
| MSFT — Trust One ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Feb 7, 2024 | Sep 14, 2026 |
| MSFT — Microsoft Corporation - Common Stock (MSFT) [ST] | Spouse | Purchase | Feb 7, 2024 | Sep 12, 2026 |
| COST — Trust One ⇒ Costco Wholesale Corporation (COST) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 31, 2024 | Sep 14, 2026 |
| COST — Costco Wholesale Corporation (COST) [ST] | Spouse | Purchase | Jan 31, 2024 | Sep 12, 2026 |
| CCI — Crown Castle Inc. (CCI) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Dec 28, 2023 | Sep 14, 2026 |
| BABA — Trust One ⇒ Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Dec 28, 2023 | Sep 14, 2026 |
| AMT — Trust One ⇒ American Tower Corporation (AMT) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Dec 28, 2023 | Sep 14, 2026 |
| CCI — Trust One ⇒ Crown Castle Inc. (CCI) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Dec 28, 2023 | Sep 14, 2026 |
| BABA — Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) [ST] | Spouse | Sale | Dec 28, 2023 | Sep 12, 2026 |
| AMT — American Tower Corporation (AMT) [ST] | Spouse | Sale | Dec 28, 2023 | Sep 12, 2026 |
| CCI — Crown Castle Inc. (CCI) [ST] | Multiple owners | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 3 · Ptr Original ↗ · Row 1 · Ptr | Dec 28, 2023 | Sep 12, 2026 |
| BUI — BlackRock Utility, Infrastructure & Power Opportunities Trust (BUI) [ST] | Not reported | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 2 · Ptr Original ↗ · Row 5 · Annual | Dec 15, 2023 | Sep 12, 2026 |
| NVDA — Trust One ⇒ NVIDIA Corporation (NVDA) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Dec 6, 2023 | Sep 14, 2026 |
| NVDA — NVIDIA Corporation (NVDA) [ST] | Spouse | Purchase | Dec 6, 2023 | Sep 12, 2026 |
| T — Trust One ⇒ AT&T Inc. (T) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Nov 29, 2023 | Sep 14, 2026 |
| T — AT&T Inc. (T) [ST] | Spouse | Sale | Nov 29, 2023 | Sep 12, 2026 |
| MPT — Trust One ⇒ Medical Properties Trust, Inc. common stock (MPW) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Nov 3, 2023 | Sep 14, 2026 |
| MPT — Medical Properties Trust, Inc. common stock (MPW) [ST] | Spouse | Sale | Nov 3, 2023 | Sep 12, 2026 |
| LOW — Lowe's Companies, Inc. (LOW) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Nov 2, 2023 | Sep 14, 2026 |
| BNS — Bank Nova Scotia Halifax Pfd 3 Ordinary Shares (BNS) [ST] | Not reported | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 3 · Ptr Original ↗ · Row 3 · Annual | Nov 2, 2023 | Sep 12, 2026 |
| LOW — Lowe's Companies, Inc. (LOW) [ST] | Not reported | Sale | Nov 2, 2023 | Sep 12, 2026 |
| AAPL — Apple Inc. (AAPL) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Nov 1, 2023 | Sep 14, 2026 |
| MSFT — Microsoft Corporation (MSFT) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Nov 1, 2023 | Sep 14, 2026 |
| AAPL — Apple Inc. (AAPL) [ST] | Not reported | Sale | Nov 1, 2023 | Sep 12, 2026 |
| MSFT — Microsoft Corporation (MSFT) [ST] | Not reported | Sale | Nov 1, 2023 | Sep 12, 2026 |
| WBD — Warner Bros. Discovery, Inc. - Series A (WBD) [ST] | Not reported | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 12 · Ptr Original ↗ · Row 72 · Annual | Nov 1, 2023 | Sep 12, 2026 |
| CCI — Crown Castle Inc. (CCI) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Oct 31, 2023 | Sep 14, 2026 |
| T — HT IRA ⇒ AT&T Inc. (T) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Oct 31, 2023 | Sep 14, 2026 |
| BUI — HT IRA ⇒ BlackRock Utility, Infrastructure & Power Opportunities Trust (BUI) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$250,001 - $500,000 Original ↗ · Row 13 · Annual | Oct 31, 2023 | Sep 14, 2026 |
| BP — HT IRA ⇒ BP p.l.c. (BP) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Oct 31, 2023 | Sep 14, 2026 |
| ET — HT IRA ⇒ Energy Transfer LP Common Units (ET) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Oct 31, 2023 | Sep 14, 2026 |
| LMT — HT IRA ⇒ Lockheed Martin Corporation (LMT) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$100,001 - $250,000 Original ↗ · Row 16 · Annual | Oct 31, 2023 | Sep 14, 2026 |
| MCD — HT IRA ⇒ McDonald's Corporation (MCD) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$100,001 - $250,000 Original ↗ · Row 17 · Annual | Oct 31, 2023 | Sep 14, 2026 |
| PG — HT IRA ⇒ Procter & Gamble Company (PG) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$100,001 - $250,000 Original ↗ · Row 18 · Annual | Oct 31, 2023 | Sep 14, 2026 |
| SNOW — HT IRA ⇒ Snowflake Inc. Class A (SNOW) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Oct 31, 2023 | Sep 14, 2026 |
| WBD — HT IRA ⇒ Warner Bros. Discovery, Inc. - Series A (WBD) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Oct 31, 2023 | Sep 14, 2026 |
| CMG — IRA Two ⇒ Chipotle Mexican Grill, Inc. (CMG) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (2)$16,002–$65,000 Original ↗ · Row 27 · Annual Original ↗ · Row 28 · Annual | Oct 31, 2023 | Sep 14, 2026 |
| VZ — IRA Two ⇒ Verizon Communications Inc. (VZ) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Oct 31, 2023 | Sep 14, 2026 |
68 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.