Republican · House WI08
Wikipedia biography ↗Years Elected: About 2.0Rank: #72
Federal elected service; earlier service not yet verified.
14.65%
Cumulative estimated return
SPY: 13.01%
Outperformance: 1.64 percentage points
2025-10-24 – 2026-10-26
44.17%
Cumulative estimated return
SPY: 41.38%
Outperformance: 2.79 percentage points
2024-06-12 – 2026-10-26
44.17%
Cumulative estimated return
SPY: 41.38%
Outperformance: 2.79 percentage points
2024-06-12 – 2026-10-26
As of Oct 26, 2026. 33 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 |
|---|---|---|---|---|---|---|
| ADBE | Joint | $15,001 - $50,000 | Unavailable | Unavailable | $250.23Oct 30, 2026 | Unavailable |
| AMD | Joint | $250,001 - $500,000 | Unavailable | Unavailable | $504.80Oct 30, 2026 | Unavailable |
| ABNB | Joint | $100,001 - $250,000 | Unavailable | Unavailable | $164.39Oct 30, 2026 | Unavailable |
| GOOGL | Joint | $250,001 - $500,000 | Unavailable | Unavailable | $279.84Oct 30, 2026 | Unavailable |
| GOOG | Joint | $50,001 - $100,000 | Unavailable | Unavailable | $278.22Oct 30, 2026 | Unavailable |
| AMZN | Joint | $250,001 - $500,000 | Unavailable | Unavailable | $240.35Oct 30, 2026 | Unavailable |
| AAPL | Joint | $100,001 - $250,000 | Unavailable | Unavailable | $344.63Oct 30, 2026 | Unavailable |
| ANET | Joint | $250,001 - $500,000 | Unavailable | Unavailable | $168.86Oct 30, 2026 | Unavailable |
| XYZ | Joint | $100,001 - $250,000 | Unavailable | Unavailable | $76.22Oct 30, 2026 | Unavailable |
| BKNG | Joint | $100,001 - $250,000 | Unavailable | Unavailable | $148.13Oct 30, 2026 | Unavailable |
| AVGO | Joint | $250,001 - $500,000 | Unavailable | Unavailable | $326.08Oct 30, 2026 | Unavailable |
| SCHW | Joint | None | Unavailable | Unavailable | $88.05Oct 30, 2026 | Unavailable |
| CMG | Joint | $100,001 - $250,000 | Unavailable | Unavailable | $31.89Oct 30, 2026 | Unavailable |
| LLY | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $1417.54Oct 30, 2026 | Unavailable |
| FIVE | Joint | None | Unavailable | Unavailable | $240.96Oct 30, 2026 | Unavailable |
| FTNT | Joint | $250,001 - $500,000 | Unavailable | Unavailable | $136.08Oct 30, 2026 | Unavailable |
| HIMS | Joint | $15,001 - $50,000 | Feb 3, 2026 | $25.54 | $27.68Oct 30, 2026 | 8.38% |
| HUBS | Joint | $50,001 - $100,000 | Aug 14, 2026 | $224.14 | $234.87Oct 30, 2026 | 4.79% |
| KNSL | Joint | $100,001 - $250,000 | Unavailable | Unavailable | $365.71Oct 30, 2026 | Unavailable |
| LRCX | Joint | $250,001 - $500,000 | Unavailable | Unavailable | $239.11Oct 30, 2026 | Unavailable |
| LCII | Joint | None | Unavailable | Unavailable | $98.98Oct 30, 2026 | Unavailable |
| MELI | Joint | $100,001 - $250,000 | Unavailable | Unavailable | $1624.53Oct 30, 2026 | Unavailable |
| MSFT | Joint | $250,001 - $500,000 | Unavailable | Unavailable | $521.91Oct 30, 2026 | Unavailable |
| PAYC | Joint | $50,001 - $100,000 | Unavailable | Unavailable | $264.20Oct 30, 2026 | Unavailable |
| PYPL | Joint | $100,001 - $250,000 | Unavailable | Unavailable | $57.01Oct 30, 2026 | Unavailable |
| RH | Joint | $15,001 - $50,000 | Unavailable | Unavailable | $146.66Oct 30, 2026 | Unavailable |
| CRM | Joint | $100,001 - $250,000 | Aug 14, 2026 | $196.21 | $229.17Oct 30, 2026 | 16.80% |
| NOW | Joint | $100,001 - $250,000 | Unavailable | Unavailable | $105.12Oct 30, 2026 | Unavailable |
| SMAR | Joint | None | Unavailable | Unavailable | Unavailable | Unavailable |
| TTWO | Joint | $100,001 - $250,000 | Unavailable | Unavailable | $190.17Oct 30, 2026 | Unavailable |
| TTD | Joint | $15,001 - $50,000 | Unavailable | Unavailable | $12.29Oct 30, 2026 | Unavailable |
| TSCO | Joint | None | Unavailable | Unavailable | $33.94Oct 30, 2026 | Unavailable |
| ULTA | Joint | $50,001 - $100,000 | Unavailable | Unavailable | $640.43Oct 30, 2026 | Unavailable |
| UPST | Joint | $100,001 - $250,000 | Unavailable | Unavailable | $23.02Oct 30, 2026 | Unavailable |
| VEEV | Joint | $100,001 - $250,000 | Unavailable | Unavailable | $312.96Oct 30, 2026 | Unavailable |
| DIS | Joint | None | Unavailable | Unavailable | $110.94Oct 30, 2026 | Unavailable |
| WAL | Joint | $250,001 - $500,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| AMD | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $504.80Oct 30, 2026 | Unavailable |
| ABNB | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $164.39Oct 30, 2026 | Unavailable |
| GOOGL | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $279.84Oct 30, 2026 | Unavailable |
| AMZN | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $240.35Oct 30, 2026 | Unavailable |
| BKNG | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $148.13Oct 30, 2026 | Unavailable |
| CMG | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $31.89Oct 30, 2026 | Unavailable |
| MELI | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $1624.53Oct 30, 2026 | Unavailable |
| PAYC | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $264.20Oct 30, 2026 | Unavailable |
| CRM | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $229.17Oct 30, 2026 | Unavailable |
| NOW | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $105.12Oct 30, 2026 | Unavailable |
| TTD | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $12.29Oct 30, 2026 | Unavailable |
| UPST | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $23.02Oct 30, 2026 | Unavailable |
| WAL | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | 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 |
|---|---|---|---|
| Brokerage Account ⇒ Apple Inc. - Common Stock (AAPL) [ST] | joint | 643.7155153387773118516883690 | 221380.20 |
| Brokerage Account ⇒ Airbnb, Inc. - Class A Common Stock (ABNB) [ST] | joint | 1289.423076923076923076923077 | 220555.82 |
| ADOBE INC | joint | 56.62379367970294990711897994 | 14644.05 |
| Brokerage Account ⇒ Advanced Micro Devices, Inc. (AMD) [ST] | joint | 1751.029604034366828539409787 | 930287.01 |
| Brokerage Account ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST] | joint | 1624.644744822805649423793432 | 404682.76 |
| Arista Networks Inc | joint | 1333.632722756251499830121347 | 236373.06 |
| Broadcom Inc | joint | 986.1935230444911129812783693 | 324625.32 |
| Brokerage Account ⇒ Booking Holdings Inc. - Common Stock (BKNG) [ST] | joint | 816.9454543417492479455047588 | 125107.03 |
| Brokerage Account ⇒ Chipotle Mexican Grill, Inc. Common Stock (CMG) [ST] | joint | 4729.743243243243243243243243 | 134372.01 |
| Brokerage Account ⇒ Canadian National Railway Company Common Stock (CNI) [ST] | joint | 1420.919941539460863916856122 | 175171.01 |
| SALESFORCE INC | joint | 455.9264483890780007496232590 | 112891.95 |
| Fortinet Inc | joint | 4324.384395958519044279466045 | 792789.39 |
| Brokerage Account ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | joint | 239.0073295092415551306564691 | 75093.71 |
| Brokerage Account ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | joint | 1198.084664536741214057507987 | 379553.22 |
| Hims & Hers Health Inc | joint | 3937.528991884322351407322800 | 108636.42 |
| HUBSPOT INC | joint | 309.4627870624425683529843754 | 81695.08 |
| Brokerage Account ⇒ Kinsale Capital Group, Inc. (KNSL) [ST] | joint | 447.4342912661075884638985478 | 165497.00 |
| Labcorp Holdings Inc | joint | 115.0541631265930331350892099 | 37956.37 |
| Brokerage Account ⇒ Eli Lilly and Company Common Stock (LLY) [ST] | joint | 7.444541630997134030595153906 | 9522.61 |
| Brokerage Account ⇒ Lam Research Corporation - Common Stock (LRCX) [ST] | joint | 2190.679401799275616310316626 | 520286.36 |
| Brokerage Account ⇒ MercadoLibre, Inc. - Common Stock (MELI) [ST] | joint | 86.88078996753150040213279318 | 144979.71 |
| Brokerage Account ⇒ Meta Platforms, Inc. - Class A Common Stock (META) [ST] | joint | 147.3950554201713701753006839 | 92941.43 |
| Brokerage Account ⇒ Monster Beverage Corporation - Common Stock (MNST) [ST] | joint | 7032.368896925858951175406872 | 326583.21 |
| Brokerage Account ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | joint | 775.4032091311360158802365494 | 412979.75 |
| Micron Technology Inc | joint | 77.87348748053192763867257697 | 70374.27 |
| SERVICENOW INC | joint | 845.4804891788550148851698498 | 133738.10 |
| Paycom Software Inc | joint | 199.2554071496406467553581058 | 53450.26 |
| Brokerage Account ⇒ PayPal Holdings, Inc. - Common Stock (PYPL) [ST] | joint | 2997.610483042137718396711202 | 164838.60 |
| Brokerage Account ⇒ RH Common Stock (RH) [ST] | joint | 181.4150153502651409433435668 | 24621.65 |
| Brokerage Account ⇒ Take-Two Interactive Software, Inc. - Common Stock (TTWO) [ST] | joint | 683.5156036401984142483302738 | 138992.90 |
| Ulta Beauty Inc | joint | 75.70171209036443016385631797 | 47338.55 |
| UPSTART HLDGS INC | joint | 3714.355528985077646746473451 | 85430.18 |
| Visa Inc Class A | joint | 235.1628884081146333051139749 | 95043.43 |
| Brokerage Account ⇒ Veeva Systems Inc. Class A Common Stock (VEEV) [ST] | joint | 783.9470501276710119607579626 | 249436.27 |
| Brokerage Account ⇒ Block, Inc. Class A Common Stock, (XYZ) [ST] | joint | 2688.592717775387924412352128 | 200434.59 |
| IRA ⇒ Airbnb, Inc. - Class A Common Stock (ABNB) [ST] | not_reported | 58.94857058650162098437960507 | 10083.15 |
| IRA ⇒ Advanced Micro Devices, Inc. (AMD) [ST] | not_reported | 151.7580313784086664176316773 | 80626.01 |
| IRA ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST] | not_reported | 140.8045230049389134390434104 | 35073.00 |
| IRA ⇒ Booking Holdings Inc. - Common Stock (BKNG) [ST] | not_reported | 151.7203421637882259356566262 | 23234.45 |
| IRA ⇒ Chipotle Mexican Grill, Inc. Common Stock (CMG) [ST] | not_reported | 216.2297297297297297297297297 | 6143.09 |
| IRA ⇒ Salesforce, Inc. Common Stock (CRM) [ST] | not_reported | 30.20082292099203503076516553 | 7478.03 |
| IRA ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | not_reported | 103.8354632587859424920127796 | 32895.07 |
| IRA ⇒ MercadoLibre, Inc. - Common Stock (MELI) [ST] | not_reported | 16.13520598135295344195883352 | 26925.14 |
| IRA ⇒ ServiceNow, Inc. Common Stock (NOW) [ST] | not_reported | 52.22599386382923167308571056 | 8261.11 |
| IRA ⇒ Paycom Software, Inc. Common Stock (PAYC) [ST] | not_reported | 50.20394076305220883534136546 | 13467.21 |
| IRA ⇒ The Trade Desk, Inc. - Class A Common Stock (TTD) [ST] | not_reported | 210.7613277133825079030558483 | 2691.42 |
| IRA ⇒ Upstart Holdings, Inc. - Common stock (UPST) [ST] | not_reported | 182.9522067230734049851360622 | 4207.90 |
| ROTH IRA ⇒ Adobe Inc. - Common Stock (ADBE) [ST] | spouse | 1.430040858310237435355295866 | 369.84 |
| ROTH IRA ⇒ Advanced Micro Devices, Inc. (AMD) [ST] | spouse | 37.35758311542771759432200224 | 19847.34 |
| ROTH IRA ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST] | spouse | 34.66120786760246079195910233 | 8633.76 |
| ROTH IRA ⇒ MercadoLibre, Inc. - Common Stock (MELI) [ST] | spouse | 3.971930138115238350560503609 | 6628.04 |
| ROTH IRA ⇒ Paycom Software, Inc. Common Stock (PAYC) [ST] | spouse | 3.140687751004016064257028112 | 842.49 |
| ROTH IRA ⇒ Charles Schwab Corporation (SCHW) [ST] | spouse | 80.07706936242618356520868782 | 7185.32 |
| ROTH IRA ⇒ Tractor Supply Company - Common Stock (TSCO) [ST] | spouse | 159.9780043991201759648070386 | 5204.08 |
| ROTH IRA ⇒ The Trade Desk, Inc. - Class A Common Stock (TTD) [ST] | spouse | 13.18493150684931506849315068 | 168.37 |
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 |
|---|---|---|---|---|---|---|
| Not reported | Joint | Jul 14, 2026 | $31.72 | Sep 17, 2026 | $24.77 | -21.91% |
| Not reported | Joint | Feb 3, 2026 | $27.18 | Sep 17, 2026 | $14.26 | -47.53% |
| Not reported | Joint | Aug 14, 2026 | $124.00 | Sep 17, 2026 | $138.47 | 11.67% |
| Not reported | Joint | Feb 4, 2026 | $111.07 | Jul 14, 2026 | $104.85 | -5.60% |
| Not reported | Joint | Feb 3, 2026 | $27.18 | Jul 14, 2026 | $18.94 | -30.32% |
| Not reported | Joint | Oct 27, 2025 | $471.94 | Jul 14, 2026 | $209.68 | -55.57% |
| Not reported | Joint | Oct 27, 2025 | $255.47 | Jul 14, 2026 | $167.56 | -34.41% |
| Not reported | Joint | Oct 27, 2025 | $255.47 | Feb 17, 2026 | $184.29 | -27.86% |
73 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 |
|---|---|---|---|---|
| Not reported — SERVICENOW INC | Joint | Sale (partial) | Sep 17, 2026 | Oct 12, 2026 |
| Not reported — THE TRADE DESK INC CLASS A | Joint | Sale (partial) | Sep 17, 2026 | Oct 12, 2026 |
| Not reported — UPSTART HLDGS INC | Joint | Sale (partial) | Sep 17, 2026 | Oct 12, 2026 |
| Not reported — SALESFORCE INC | Joint | Purchase | Aug 14, 2026 | Sep 11, 2026 |
| Not reported — SERVICENOW INC | Joint | Purchase | Aug 14, 2026 | Sep 11, 2026 |
| Not reported — HUBSPOT INC | Joint | Purchase | Aug 14, 2026 | Sep 11, 2026 |
| Not reported — ADOBE INC | Joint | Sale (partial) | Jul 14, 2026 | Sep 11, 2026 |
| Not reported — UPSTART HLDGS INC | Joint | Purchase | Jul 14, 2026 | Sep 11, 2026 |
| Not reported — SALESFORCE INC | Joint | Sale (partial) | Jul 14, 2026 | Sep 11, 2026 |
| Not reported — HUBSPOT INC | Joint | Sale (partial) | Jul 14, 2026 | Sep 11, 2026 |
| Not reported — THE TRADE DESK INC CLASS A | Joint | Sale (partial) | Jul 14, 2026 | Sep 11, 2026 |
| Not reported — SERVICENOW INC | Joint | Sale (partial) | Jul 14, 2026 | Sep 11, 2026 |
| Not reported — Fortinet Inc | Joint | Sale (partial) | Feb 19, 2026 | Sep 11, 2026 |
| Not reported — Visa Inc Class A | Joint | Purchase | Feb 19, 2026 | Sep 11, 2026 |
| Not reported — Labcorp Holdings Inc | Joint | Purchase | Feb 19, 2026 | Sep 11, 2026 |
| Not reported — Micron Technology Inc | Joint | Purchase | Feb 19, 2026 | Sep 11, 2026 |
| Not reported — Broadcom Inc | Joint | Sale (partial) | Feb 19, 2026 | Sep 11, 2026 |
| Not reported — Salesforce Inc | Joint | Sale (partial) | Feb 17, 2026 | Sep 11, 2026 |
| Not reported — Arista Networks Inc | Joint | Sale (partial)Source rows (1)$100,001 - $250,000 Original ↗ · Row 11 · Ptr | Feb 12, 2026 | Sep 11, 2026 |
| Not reported — Paycom Software Inc | Joint | Sale | Feb 12, 2026 | Sep 11, 2026 |
| Not reported — ServiceNow Inc | Joint | Purchase | Feb 4, 2026 | Sep 11, 2026 |
| Not reported — Hims & Hers Health Inc | Joint | Purchase | Feb 3, 2026 | Sep 11, 2026 |
| Not reported — Hubspot Inc | Joint | Purchase | Feb 3, 2026 | Sep 11, 2026 |
| Not reported — The Trade Desk Inc Class A | Joint | Purchase | Feb 3, 2026 | Sep 11, 2026 |
| Not reported — Arista Networks Inc | Joint | Sale (partial) | Feb 3, 2026 | Sep 11, 2026 |
| Not reported — Ulta Beauty Inc | Joint | Sale (partial) | Feb 3, 2026 | Sep 11, 2026 |
| CMG — Brokerage Account ⇒ Chipotle Mexican Grill, Inc. Common Stock (CMG) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Dec 17, 2025 | Sep 14, 2026 |
| ADBE — Brokerage Account ⇒ Adobe Inc. - Common Stock (ADBE) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$50,001 - $100,000 Original ↗ · Row 19 · Annual | Dec 17, 2025 | Sep 14, 2026 |
| PAYC — Brokerage Account ⇒ Paycom Software, Inc. Common Stock (PAYC) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Dec 17, 2025 | Sep 14, 2026 |
| RH — Brokerage Account ⇒ RH Common Stock (RH) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Dec 17, 2025 | Sep 14, 2026 |
| TTD — Brokerage Account ⇒ The Trade Desk, Inc. - Class A Common Stock (TTD) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$100,001 - $250,000 Original ↗ · Row 22 · Annual | Dec 17, 2025 | Sep 14, 2026 |
| HIMS — Brokerage Account ⇒ Hims & Hers Health, Inc. Class A Common Stock (HIMS) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$100,001 - $250,000 Original ↗ · Row 28 · Annual | Dec 17, 2025 | Sep 14, 2026 |
| ANET — Brokerage Account ⇒ Arista Networks, Inc. Common Stock (ANET) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$50,001 - $100,000 Original ↗ · Row 2 · Annual | Oct 27, 2025 | Sep 14, 2026 |
| AVGO — Brokerage Account ⇒ Broadcom Inc. - Common Stock (AVGO) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Oct 27, 2025 | Sep 14, 2026 |
| DIS — Brokerage Account ⇒ Walt Disney Company (DIS) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Oct 27, 2025 | Sep 14, 2026 |
| FIVE — Brokerage Account ⇒ Five Below, Inc. - Common Stock (FIVE) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Oct 27, 2025 | Sep 14, 2026 |
| FTNT — Brokerage Account ⇒ Fortinet, Inc. - Common Stock (FTNT) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Oct 27, 2025 | Sep 14, 2026 |
| LCII — Brokerage Account ⇒ LCI Industries (LCII) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Oct 27, 2025 | Sep 14, 2026 |
| WAL — Brokerage Account ⇒ Western Alliance Bancorporation Common Stock (WAL) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Oct 27, 2025 | Sep 14, 2026 |
| CRM — Brokerage Account ⇒ Salesforce, Inc. Common Stock (CRM) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 27, 2025 | Sep 14, 2026 |
| CRM — IRA ⇒ Salesforce, Inc. Common Stock (CRM) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 27, 2025 | Sep 14, 2026 |
| NOW — IRA ⇒ ServiceNow, Inc. Common Stock (NOW) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 27, 2025 | Sep 14, 2026 |
| FIVE — IRA ⇒ Five Below, Inc. - Common Stock (FIVE) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Oct 27, 2025 | Sep 14, 2026 |
| DIS — IRA ⇒ Walt Disney Company (DIS) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Oct 27, 2025 | Sep 14, 2026 |
| NOW — Brokerage Account ⇒ ServiceNow, Inc. Common Stock (NOW) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 27, 2025 | Sep 14, 2026 |
| HUBS — Brokerage Account ⇒ HubSpot, Inc. Common Stock (HUBS) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 27, 2025 | Sep 14, 2026 |
| Not reported — Salesforce Inc | Joint | Purchase | Oct 27, 2025 | Sep 11, 2026 |
| Not reported — Hubspot Inc | Joint | Purchase | Oct 27, 2025 | Sep 11, 2026 |
| Not reported — Fortinet Inc | Joint | Sale (partial) | Oct 27, 2025 | Sep 11, 2026 |
| Not reported — Broadcom Inc | Joint | Sale (partial) | Oct 27, 2025 | Sep 11, 2026 |
20 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 |
|---|---|---|---|
| Oct 2, 2026 | Tony Wied — PTR filed 2026-10-02 Ptr | Not established | Needs review |
| Sep 2, 2026 | Tony Wied — PTR filed 2026-09-02 Ptr | Not established | Needs review |
| Aug 18, 2026 | Tony Wied — PTR filed 2026-08-18 Ptr | Not established | Needs review |
| Jul 24, 2026 | Tony Wied — PTR filed 2026-07-24 Ptr | Not established | Needs review |
| May 15, 2026 | Tony Wied — Annual report filed 2026-05-15 Annual | Dec 31, 2025 | Needs review |
| May 5, 2026 | Tony Wied — PTR filed 2026-05-05 Ptr | Not established | Parsed |
| Mar 9, 2026 | Tony Wied — PTR filed 2026-03-09 Ptr | Not established | Needs review |
| Jan 9, 2026 | Tony Wied — PTR filed 2026-01-09 Ptr | Not established | Needs review |
| Nov 10, 2025 | Tony Wied — PTR filed 2025-11-10 Ptr | Not established | Needs review |
| Aug 6, 2025 | Tony Wied — PTR filed 2025-08-06 Ptr | Not established | Needs review |
| Jul 9, 2025 | Tony Wied — PTR filed 2025-07-09 Ptr | Not established | Needs review |
| May 14, 2025 | Tony Wied — Financial disclosure (H) filed 2025-05-14 Financial | Not established | Needs review |
| May 13, 2025 | Tony Wied — PTR filed 2025-05-13 Ptr | Not established | Needs review |
| Apr 4, 2025 | Tony Wied — PTR filed 2025-04-04 Ptr | Not established | Needs review |
| Mar 14, 2025 | Tony Wied — PTR filed 2025-03-14 Ptr | Not established | Needs review |
| Feb 10, 2025 | Tony Wied — PTR filed 2025-02-10 Ptr | Not established | Needs review |
| Jan 9, 2025 | Tony Wied — PTR filed 2025-01-09 Ptr | Not established | Needs review |
| Dec 12, 2024 | Tony Wied — PTR filed 2024-12-12 Ptr | Not established | Needs review |
| Jul 12, 2024 | Tony Wied — Financial disclosure (C) filed 2024-07-12 Financial | Jun 12, 2024 | Parsed |
| May 8, 2024 | Tony Wied — Financial disclosure (X) filed 2024-05-08 Financial | Not established | Parsed |