Robert B. Aderholt

Estimate as of Oct 26, 2026

Republican · House AL04

Wikipedia biography ↗Years Elected: About 29.8Rank: Unranked

Service dates

Federal elected service; earlier service not yet verified.

Jan 7, 1997 – Jan 3, 1999
Jan 6, 1999 – Jan 3, 2003
Jan 7, 2003 – Jan 3, 2005
Jan 4, 2005 – Jan 3, 2007
Jan 4, 2007 – Jan 3, 2009
Jan 6, 2009 – Jan 3, 2011
Jan 5, 2011 – Jan 3, 2015
Jan 6, 2015 – Nov 2, 2026

Estimated public-equity portfolio performance

1 year

16.91%

Cumulative estimated return

SPY: 13.01%
Outperformance: 3.90 percentage points

2025-10-24 – 2026-10-26

Missing information

9 rows without a saved price.
1 sales exceeding observed holdings (unmatched amount omitted).
112 annual source rows remain unresolved or superseded; excluded from usable transactions.

3 years

66.67%

Cumulative estimated return

SPY: 85.52%
Outperformance: -18.85 percentage points

2023-10-26 – 2026-10-26

Missing information

9 rows without a saved price.
1 sales exceeding observed holdings (unmatched amount omitted).
112 annual source rows remain unresolved or superseded; excluded from usable transactions.

5 years

12.26%

Cumulative estimated return

SPY: 67.86%
Outperformance: -55.60 percentage points

2021-10-26 – 2026-10-26

Missing information

9 rows without a saved price.
1 sales exceeding observed holdings (unmatched amount omitted).
112 annual source rows remain unresolved or superseded; excluded from usable transactions.

As of Oct 26, 2026. 3 parsed trades. Ranks use three-year return. Not ranked: fewer than 10 parsed trades.

How estimates are calculated

Returns use correctly parsed individual-stock holdings, purchases and sales, with Tradier prices for unsold positions. Bounded reported amounts use their midpoint; trades reported as “over $5 million” use $5 million. Daily returns exclude cash contributions and holdings-value reconciliations. Sale proceeds remain as cash. Unparsed records and entries without usable amounts or prices are omitted; no missing trades or holdings are invented. Sales can only reduce observed holdings. The dates on each card show the available calculation period, which can be shorter than the requested period. These are estimates of the parsed portion of the portfolio, not verified brokerage returns.

Current holdings

Last reported holdings valued Dec 31, 2025. Original disclosure ↗. These are reported positions, not a live account balance.

Asset	Owner	Reported value	Purchased	Purchase price	Last close	Current ROI
HQH	Not reported	$15,001 - $50,000	Unavailable	Unavailable	Unavailable	Unavailable
AMX	Not reported	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
BSET	Not reported	$100,001 - $250,000	Unavailable	Unavailable	$22.50Oct 30, 2026	Unavailable
GSK	Not reported	None	Unavailable	Unavailable	Unavailable	Unavailable
HLN	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$8.66Oct 30, 2026	Unavailable
NAV	Joint	None	Unavailable	Unavailable	Unavailable	Unavailable
OPY	Not reported	$1 - $1,000	Unavailable	Unavailable	$86.20Oct 30, 2026	Unavailable
MMM	Not reported	None	Unavailable	Unavailable	$174.34Oct 30, 2026	Unavailable
ABT	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$106.20Oct 30, 2026	Unavailable
ABBV	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$294.89Oct 30, 2026	Unavailable
ACN	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$258.24Oct 30, 2026	Unavailable
GOOGL	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$279.84Oct 30, 2026	Unavailable
MO	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$78.03Oct 30, 2026	Unavailable
AEP	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$130.21Oct 30, 2026	Unavailable
AMAT	Not reported	None	Unavailable	Unavailable	$390.09Oct 30, 2026	Unavailable
AJG	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$276.07Oct 30, 2026	Unavailable
T	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$21.41Oct 30, 2026	Unavailable
ADP	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$293.84Oct 30, 2026	Unavailable
BAC	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$50.01Oct 30, 2026	Unavailable
BDX	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$197.88Oct 30, 2026	Unavailable
BLK	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$1147.54Oct 30, 2026	Unavailable
AVGO	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$326.08Oct 30, 2026	Unavailable
BR	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$178.82Oct 30, 2026	Unavailable
CAT	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$622.75Oct 30, 2026	Unavailable
CSCO	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$104.51Oct 30, 2026	Unavailable
C	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$122.64Oct 30, 2026	Unavailable
CFG	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$63.81Oct 30, 2026	Unavailable
KO	Not reported	$1,001 - $15,000	Unavailable	Unavailable	Unavailable	Unavailable
CMCSA	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$23.22Oct 30, 2026	Unavailable
COP	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$154.03Oct 30, 2026	Unavailable
CCI	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$88.69Oct 30, 2026	Unavailable
CSX	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$51.99Oct 30, 2026	Unavailable
CMI	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$500.09Oct 30, 2026	Unavailable
DHR	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$232.23Oct 30, 2026	Unavailable
DE	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$675.48Oct 30, 2026	Unavailable
DOW	Not reported	None	Unavailable	Unavailable	$34.70Oct 30, 2026	Unavailable
DD	Not reported	None	Unavailable	Unavailable	$140.05Oct 30, 2026	Unavailable
EMN	Not reported	None	Unavailable	Unavailable	$66.53Oct 30, 2026	Unavailable
EMR	Not reported	None	Unavailable	Unavailable	$164.94Oct 30, 2026	Unavailable
XOM	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$187.25Oct 30, 2026	Unavailable
FG	Not reported	$1 - $1,000	Unavailable	Unavailable	$21.13Oct 30, 2026	Unavailable
FERG	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$238.68Oct 30, 2026	Unavailable
FNF	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$40.51Oct 30, 2026	Unavailable
FITB	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$53.87Oct 30, 2026	Unavailable
F	Not reported	None	Unavailable	Unavailable	$12.25Oct 30, 2026	Unavailable
GLPI	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$38.98Oct 30, 2026	Unavailable
GD	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$372.59Oct 30, 2026	Unavailable
GILD	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$170.68Oct 30, 2026	Unavailable
DOC	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$19.03Oct 30, 2026	Unavailable
DINO	Not reported	$1 - $1,000	Unavailable	Unavailable	$115.00Oct 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.

Estimated positions as of Oct 26, 2026

Asset	Owner	Estimated units	Estimated value
Webull Financial LLC ⇒ Apple Inc. (AAPL) [ST]	not_reported	29.42875009195909659383506216	10120.84
Robert B Aderholt - Individual TOD ⇒ AbbVie Inc. Common Stock (ABBV) [ST]	not_reported	35.01466147314980961967700993	10040.10
Robert B Aderholt - Individual TOD ⇒ Abbott Laboratories Common Stock (ABT) [ST]	not_reported	63.85585441775081810200335222	6697.20
Robert B Aderholt - Individual TOD ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST]	not_reported	29.81923220275810659709280656	7372.21
Robert B Aderholt - Individual TOD ⇒ Automatic Data Processing, Inc. - Common Stock (ADP) [ST]	not_reported	31.10251525871787894102554134	9365.59
Robert B Aderholt - Individual TOD ⇒ American Electric Power Company, Inc. (AEP) [ST]	not_reported	69.38253403867834532998005377	8965.61
Robert B Aderholt - Individual TOD ⇒ Arthur J. Gallagher & Co. Common Stock (AJG) [ST]	not_reported	30.91502762857915684531859809	8247.82
Robert B Aderholt - Individual TOD ⇒ Broadcom Inc. - Common Stock (AVGO) [ST]	not_reported	23.11615140132909563709910431	7609.14
Robert B Aderholt - Individual TOD ⇒ Bank of America Corporation Common Stock (BAC) [ST]	not_reported	145.4636363636363636363636364	7348.82
Robert B Aderholt - Individual TOD ⇒ Becton, Dickinson and Company Common Stock (BDX) [ST]	not_reported	52.42234066455448414627985503	10295.22
Robert B Aderholt - Individual TOD ⇒ BlackRock, Inc. Common Stock (BLK) [ST]	not_reported	7.474727656632471924808939216	8428.95
Robert B Aderholt - Individual TOD ⇒ The Bank of New York Mellon Corporation Common Stock (BK) [ST]	not_reported	68.91635799810491859763976225	10143.11
Robert B Aderholt - Individual TOD ⇒ Broadridge Financial Solutions, Inc. Common Stock (BR) [ST]	not_reported	35.84935251153828919657660080	6491.96
Bassett Furniture Industries, Incorporated - Common Stock (BSET) [ST]	not_reported	10441.55727923627684964200477	232533.48
Robert B Aderholt - Individual TOD ⇒ Citigroup, Inc. Common Stock (C) [ST]	not_reported	68.56200188533721827063158797	8298.74
Robert B Aderholt - Individual TOD ⇒ Caterpillar, Inc. Common Stock (CAT) [ST]	not_reported	13.96564665630945938869202437	9666.04
Robert B Aderholt - Individual TOD ⇒ Crown Castle Inc. Common Stock (CCI) [ST]	not_reported	90.02475526049285473163047148	7874.47
Robert B Aderholt - Individual TOD ⇒ Citizens Financial Group, Inc. Common Stock (CFG) [ST]	not_reported	136.9714090053073103920561548	8953.82
Robert B Aderholt - Individual TOD ⇒ The Cigna Group Common Stock (CI) [ST]	not_reported	29.06841550703048359553827708	8888.54
Robert B Aderholt - Individual TOD ⇒ Comcast Corporation - Class A Common Stock (CMCSA) [ST]	not_reported	285.7128709936428803579594766	6299.97
Robert B Aderholt - Individual TOD ⇒ Cummins Inc. Common Stock (CMI) [ST]	not_reported	15.67342540895288470956998727	8183.57
Robert B Aderholt - Individual TOD ⇒ ConocoPhillips Common Stock (COP) [ST]	not_reported	85.46629633586155325285760068	12937.03
Robert B Aderholt - Individual TOD ⇒ Cisco Systems, Inc. - Common Stock (CSCO) [ST]	not_reported	103.8621316370245358951058029	11449.76
Robert B Aderholt - Individual TOD ⇒ CSX Corporation (CSX) [ST]	not_reported	240.9789156626506024096385542	12364.63
Robert B Aderholt - Individual TOD ⇒ Deere & Company Common Stock (DE) [ST]	not_reported	17.18431170393281354039134824	11019.44
Robert B Aderholt - Individual TOD ⇒ Danaher Corporation Common Stock (DHR) [ST]	not_reported	34.94889044207583435261226629	8142.04
Robert B Aderholt - Individual TOD ⇒ HF Sinclair Corporation Common Stock (DINO) [ST]	not_reported	10.86154513888888888888888889	1360.41
Robert B Aderholt - Individual TOD ⇒ Healthpeak Properties, Inc. Common Stock (DOC) [ST]	not_reported	497.5435323383084577114427861	9632.44
Webull Financial LLC ⇒ Devon Energy Corporation Common Stock (DVN) [ST]	not_reported	218.4138684138684138684138684	11278.89
Robert B Aderholt - Individual TOD ⇒ Ferguson Enterprises Inc. Common Stock (FERG) [ST]	not_reported	35.93630687688092350536765036	8248.10
Robert B Aderholt - Individual TOD ⇒ F&G Annuities & Life, Inc. Common Stock (FG) [ST]	not_reported	16.22366288492706645056726094	333.56
Robert B Aderholt - Individual TOD ⇒ Fifth Third Bancorp - Common Stock (FITB) [ST]	not_reported	170.9143345439008758812219611	9075.55
Robert B Aderholt - Individual TOD ⇒ Fidelity National Financial, Inc. Common Stock (FNF) [ST]	not_reported	146.5561458142516944495328815	5853.45
Robert B Aderholt - Individual TOD ⇒ General Dynamics Corporation Common Stock (GD) [ST]	not_reported	23.76433196696964296322699459	8484.82
Robert B Aderholt - Individual TOD ⇒ Gilead Sciences, Inc. - Common Stock (GILD) [ST]	not_reported	65.18249959263483786866547173	10343.81
Robert B Aderholt - Individual TOD ⇒ Gaming and Leisure Properties, Inc. - Common Stock (GLPI) [ST]	not_reported	179.0221526068471693891250839	7051.68
Robert B Aderholt - Individual TOD ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) [ST]	not_reported	25.56070287539936102236421725	8097.63
Haleon plc American Depositary Shares (HLN) [ST]	not_reported	791.3452027695351137487636004	8071.72
Robert B Aderholt - Individual TOD ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST]	not_reported	100.8643163056296939978896406	33692.72
Robert B Aderholt - Individual TOD ⇒ Kinder Morgan, Inc. Common Stock (KMI) [ST]	not_reported	291.0331029465260094579847217	9877.66
Robert B Aderholt - Individual TOD ⇒ Lamar Advertising Company - Class A Common Stock (LAMR) [ST]	not_reported	63.20508769157844841207141729	9923.83
Robert B Aderholt - Individual TOD ⇒ L3Harris Technologies, Inc. Common Stock (LHX) [ST]	not_reported	27.25244405082263174030043942	7091.90
Robert B Aderholt - Individual TOD ⇒ Lockheed Martin Corporation Common Stock (LMT) [ST]	not_reported	16.54123679368164244216097753	10506.99
Robert B Aderholt - Individual TOD ⇒ McDonald's Corporation Common Stock (MCD) [ST]	not_reported	26.17707685763832084546674083	6566.00
Robert B Aderholt - Individual TOD ⇒ Medtronic plc. Ordinary Shares (MDT) [ST]	not_reported	83.28648761190922340204039142	7894.73
Robert B Aderholt - Individual TOD ⇒ MetLife, Inc. Common Stock (MET) [ST]	not_reported	101.3491259184190524448948569	10138.97
Robert B Aderholt - Individual TOD ⇒ Meta Platforms, Inc. - Class A Common Stock (META) [ST]	not_reported	12.12031692647972246208850308	7642.59
Robert B Aderholt - Individual TOD ⇒ Altria Group, Inc. (MO) [ST]	not_reported	138.7530350329517863336801942	10215.00
Robert B Aderholt - Individual TOD ⇒ Merck & Company, Inc. Common Stock (MRK) [ST]	not_reported	76.00703021090632718981569447	10687.35
Robert B Aderholt - Individual TOD ⇒ Microsoft Corporation - Common Stock (MSFT) [ST]	not_reported	16.54294694181382076837186221	8810.77
Robert B Aderholt - Individual TOD ⇒ Norfolk Southern Corporation Common Stock (NSC) [ST]	not_reported	27.71023829315599889165973954	9254.94
Oppenheimer Holdings, Inc. Class A Common Stock (OPY) [ST]	not_reported	6.923502559136810070549176926	713.74
Robert B Aderholt - Individual TOD ⇒ Ovintiv Inc. (OVV) [ST]	not_reported	204.1464659351875478438377137	14810.83
Robert B Aderholt - Individual TOD ⇒ Pepsico, Inc. (PEP) [ST]	not_reported	55.74484392419175027870680045	7551.20
Robert B Aderholt - Individual TOD ⇒ Pfizer, Inc. Common Stock (PFE) [ST]	not_reported	321.3052208835341365461847390	9571.68
Robert B Aderholt - Individual TOD ⇒ Parker-Hannifin Corporation Common Stock (PH) [ST]	not_reported	9.102234458905979794302357331	8232.33
Robert B Aderholt - Individual TOD ⇒ Prologis, Inc. Common Stock (PLD) [ST]	not_reported	62.67037443208522638257872474	7915.89
Robert B Aderholt - Individual TOD ⇒ Philip Morris International Inc Common Stock (PM) [ST]	not_reported	49.87842892768079800498753117	10068.96
Robert B Aderholt - Individual TOD ⇒ PNC Financial Services Group, Inc. (PNC) [ST]	not_reported	38.32942078282949264600201217	8656.32
Robert B Aderholt - Individual TOD ⇒ Prudential Financial, Inc. Common Stock (PRU) [ST]	not_reported	70.87615166548547129695251595	8206.75
Robert B Aderholt - Individual TOD ⇒ QUALCOMM Incorporated - Common Stock (QCOM) [ST]	not_reported	46.77287342882198187664425607	8400.41
Webull Financial LLC ⇒ Rivian Automotive, Inc. - Class A (RIVN) [ST]	not_reported	25.39320142059868087265347539	290.24
Webull Financial LLC ⇒ Snap Inc. Class A (SNAP) [ST]	not_reported	62.01982651796778190830235440	393.21
Robert B Aderholt - Individual TOD ⇒ Southern Company (SO) [ST]	not_reported	91.74885321100917431192660550	8493.19
Robert B Aderholt - Individual TOD ⇒ AT&T Inc. (T) [ST]	not_reported	322.0813204508856682769726248	6715.40
Webull Financial LLC ⇒ Tesla, Inc. (TSLA) [ST]	not_reported	1.112914702481544071866939429	435.84
Robert B Aderholt - Individual TOD ⇒ UnitedHealth Group Incorporated Common Stock (UNH) [ST]	not_reported	24.23586077368150010602526431	9953.67
Robert B Aderholt - Individual TOD ⇒ United Parcel Service, Inc. Common Stock (UPS) [ST]	not_reported	80.65833249319487851597943341	8091.64
Robert B Aderholt - Individual TOD ⇒ Verizon Communications Inc. Common Stock (VZ) [ST]	not_reported	196.4276945740240608887797692	8466.03
Robert B Aderholt - Individual TOD ⇒ Wells Fargo & Company Common Stock (WFC) [ST]	not_reported	85.84227467811158798283261803	7094.86
Robert B Aderholt - Individual TOD ⇒ Walmart Inc. - Common Stock (WMT) [ST]	not_reported	71.81132752894713221434341621	8638.18
Robert B Aderholt - Individual TOD ⇒ ExxonMobil Holdings Corporation Common Stock (XOM) [ST]	not_reported	66.48246634535482798736912082	12268.67

Completed trades

Estimated purchase/sale matches from accepted transaction reports. Closing prices and reported amount midpoints estimate shares, with oldest purchases matched first within the same stock, owner and disclosed account. A row may represent a partial sale. These are price returns, not verified execution prices or brokerage returns; dividends are excluded. Unreconciled annual schedules and unmatched or ambiguous activity are omitted here.

Ticker	Owner	Purchase date	Purchase price	Sale date	Sale price	Return
No completed purchase/sale matches are available from the collected records.

All trades

46 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.

Public-equity transactions, newest transaction dates first
Ticker	Owner	Transaction Type	Trade Date	Found Date
DD — Robert B Aderholt - Individual TOD ⇒ DuPont de Nemours, Inc. Common Stock (DD) [ST]	Not reported	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 65 · Annual not_reported · S · $1,001 - $15,000	Dec 23, 2025	Sep 14, 2026
DINO — Robert B Aderholt - Individual TOD ⇒ HF Sinclair Corporation Common Stock (DINO) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $938.64 Original ↗ · Row 86 · Annual not_reported · P · $938.64	Dec 23, 2025	Sep 14, 2026
Q — Robert B Aderholt - Individual TOD ⇒ Qnity Electronics, Inc. Common Stock (Q) [ST]	Not reported	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 45 · Annual not_reported · S · $1,001 - $15,000	Nov 24, 2025	Sep 14, 2026
PLD — Robert B Aderholt - Individual TOD ⇒ Prologis, Inc. Common Stock (PLD) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 85 · Annual not_reported · P · $1,001 - $15,000	Nov 24, 2025	Sep 14, 2026
JPM — Robert B Aderholt - Individual TOD ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST]	Not reported	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 36 · Annual not_reported · S (partial) · $1,001 - $15,000	Oct 23, 2025	Sep 14, 2026
PNR — Robert B Aderholt - Individual TOD ⇒ Pentair plc. Ordinary Share (PNR) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 77 · Annual not_reported · P · $1,001 - $15,000	Oct 23, 2025	Sep 14, 2026
CCI — Robert B Aderholt - Individual TOD ⇒ Crown Castle Inc. Common Stock (CCI) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 78 · Annual not_reported · P · $1,001 - $15,000	Oct 23, 2025	Sep 14, 2026
JCI — Robert B Aderholt - Individual TOD ⇒ Johnson Controls International plc Ordinary Share (JCI) [ST]	Not reported	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 67 · Annual not_reported · S · $1,001 - $15,000	Sep 23, 2025	Sep 14, 2026
FERG — Robert B Aderholt - Individual TOD ⇒ Ferguson Enterprises Inc. Common Stock (FERG) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 76 · Annual not_reported · P · $1,001 - $15,000	Sep 23, 2025	Sep 14, 2026
PNR — Robert B Aderholt - Individual TOD ⇒ Pentair plc. Ordinary Share (PNR) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 63 · Annual not_reported · P · $1,001 - $15,000	Aug 26, 2025	Sep 14, 2026
HBAN — Robert B Aderholt - Individual TOD ⇒ Huntington Bancshares Incorporated - Common Stock (HBAN) [ST]	Not reported	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 66 · Annual not_reported · S · $1,001 - $15,000	Aug 26, 2025	Sep 14, 2026
GSK — GSK plc American Depositary Shares (GSK) [ST]	Not reported	Sale Source rows (2) Combined amount unconfirmed Original ↗ · Row 1 · Ptr not_reported · S · $1,001 - $15,000 Original ↗ · Row 64 · Annual not_reported · S · $1,001 - $15,000	Jul 28, 2025	Sep 11, 2026
SO — Robert B Aderholt - Individual TOD ⇒ Southern Company (SO) [ST]	Not reported	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 44 · Annual not_reported · S (partial) · $1,001 - $15,000	Jul 24, 2025	Sep 14, 2026
MMM — Robert B Aderholt - Individual TOD ⇒ 3M Company Common Stock (MMM) [ST]	Not reported	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 69 · Annual not_reported · S · $1,001 - $15,000	Jul 24, 2025	Sep 14, 2026
MSFT — Robert B Aderholt - Individual TOD ⇒ Microsoft Corporation - Common Stock (MSFT) [ST]	Not reported	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 43 · Annual not_reported · S (partial) · $1,001 - $15,000	Jun 26, 2025	Sep 14, 2026
GOOGL — Robert B Aderholt - Individual TOD ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 61 · Annual not_reported · P · $1,001 - $15,000	Jun 26, 2025	Sep 14, 2026
META — Robert B Aderholt - Individual TOD ⇒ Meta Platforms, Inc. - Class A Common Stock (META) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 62 · Annual not_reported · P · $1,001 - $15,000	Jun 24, 2025	Sep 14, 2026
ACN — Robert B Aderholt - Individual TOD ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 60 · Annual not_reported · P · $1,001 - $15,000	May 28, 2025	Sep 14, 2026
EMN — Robert B Aderholt - Individual TOD ⇒ Eastman Chemical Company Common Stock (EMN) [ST]	Not reported	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 72 · Annual not_reported · S · $1,001 - $15,000	May 28, 2025	Sep 14, 2026
BLK — Robert B Aderholt - Individual TOD ⇒ BlackRock, Inc. Common Stock (BLK) [ST]	Not reported	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 33 · Annual not_reported · S (partial) · $1,001 - $15,000	May 16, 2025	Sep 14, 2026
JPM — Robert B Aderholt - Individual TOD ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST]	Not reported	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 34 · Annual not_reported · S (partial) · $1,001 - $15,000	May 16, 2025	Sep 14, 2026
WMT — Robert B Aderholt - Individual TOD ⇒ Walmart Inc. - Common Stock (WMT) [ST]	Not reported	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 35 · Annual not_reported · S (partial) · $1,001 - $15,000	May 16, 2025	Sep 14, 2026
F — Robert B Aderholt - Individual TOD ⇒ Ford Motor Company Common Stock (F) [ST]	Not reported	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 29 · Annual not_reported · S · $1,001 - $15,000	Apr 25, 2025	Sep 14, 2026
CI — Robert B Aderholt - Individual TOD ⇒ The Cigna Group Common Stock (CI) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 59 · Annual not_reported · P · $1,001 - $15,000	Apr 25, 2025	Sep 14, 2026
DOW — Robert B Aderholt - Individual TOD ⇒ Dow Inc. Common Stock (DOW) [ST]	Not reported	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 71 · Annual not_reported · S · $1,001 - $15,000	Apr 25, 2025	Sep 14, 2026
EMR — Robert B Aderholt - Individual TOD ⇒ Emerson Electric Company Common Stock (EMR) [ST]	Not reported	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 28 · Annual not_reported · S · $1,001 - $15,000	Apr 10, 2025	Sep 14, 2026
NKE — Robert B Aderholt - Individual TOD ⇒ Nike, Inc. Common Stock (NKE) [ST]	Not reported	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 30 · Annual not_reported · S · $1,001 - $15,000	Apr 10, 2025	Sep 14, 2026
AVGO — Robert B Aderholt - Individual TOD ⇒ Broadcom Inc. - Common Stock (AVGO) [ST]	Not reported	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 31 · Annual not_reported · S (partial) · $1,001 - $15,000	Apr 10, 2025	Sep 14, 2026
AJG — Robert B Aderholt - Individual TOD ⇒ Arthur J. Gallagher & Co. Common Stock (AJG) [ST]	Not reported	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 32 · Annual not_reported · S (partial) · $1,001 - $15,000	Apr 10, 2025	Sep 14, 2026
ADP — Robert B Aderholt - Individual TOD ⇒ Automatic Data Processing, Inc. - Common Stock (ADP) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $872.77 Original ↗ · Row 49 · Annual not_reported · P · $872.77	Apr 10, 2025	Sep 14, 2026
BDX — Robert B Aderholt - Individual TOD ⇒ Becton, Dickinson and Company Common Stock (BDX) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $988.07 Original ↗ · Row 50 · Annual not_reported · P · $988.07	Apr 10, 2025	Sep 14, 2026
BLK — Robert B Aderholt - Individual TOD ⇒ BlackRock, Inc. Common Stock (BLK) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $856.54 Original ↗ · Row 51 · Annual not_reported · P · $856.54	Apr 10, 2025	Sep 14, 2026
BR — Robert B Aderholt - Individual TOD ⇒ Broadridge Financial Solutions, Inc. Common Stock (BR) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 52 · Annual not_reported · P · $1,001 - $15,000	Apr 10, 2025	Sep 14, 2026
CMI — Robert B Aderholt - Individual TOD ⇒ Cummins Inc. Common Stock (CMI) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 53 · Annual not_reported · P · $1,001 - $15,000	Apr 10, 2025	Sep 14, 2026
DE — Robert B Aderholt - Individual TOD ⇒ Deere & Company Common Stock (DE) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 54 · Annual not_reported · P · $1,001 - $15,000	Apr 10, 2025	Sep 14, 2026
JPM — Robert B Aderholt - Individual TOD ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $905.32 Original ↗ · Row 55 · Annual not_reported · P · $905.32	Apr 10, 2025	Sep 14, 2026
NSC — Robert B Aderholt - Individual TOD ⇒ Norfolk Southern Corporation Common Stock (NSC) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 56 · Annual not_reported · P · $1,001 - $15,000	Apr 10, 2025	Sep 14, 2026
OVV — Robert B Aderholt - Individual TOD ⇒ Ovintiv Inc. (OVV) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 57 · Annual not_reported · P · $1,001 - $15,000	Apr 10, 2025	Sep 14, 2026
WFC — Robert B Aderholt - Individual TOD ⇒ Wells Fargo & Company Common Stock (WFC) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 58 · Annual not_reported · P · $1,001 - $15,000	Apr 10, 2025	Sep 14, 2026
ORCL — Robert B Aderholt - Individual TOD ⇒ Oracle Corporation Common Stock (ORCL) [ST]	Not reported	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 68 · Annual not_reported · S · $1,001 - $15,000	Apr 10, 2025	Sep 14, 2026
AMAT — Robert B Aderholt - Individual TOD ⇒ Applied Materials, Inc. - Common Stock (AMAT) [ST]	Not reported	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 70 · Annual not_reported · S · $1,001 - $15,000	Apr 10, 2025	Sep 14, 2026
HQH — abrdn Healthcare Investors Shares of Beneficial Interest (HQH) [ST]	Not reported	ExchangeAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 1 · Annual not_reported · E · $1,001 - $15,000	Oct 30, 2023	Sep 14, 2026
HLN — Haleon plc American Depositary Shares (HLN) [ST]	Not reported	ExchangeAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 5 · Annual not_reported · E · $1,001 - $15,000	Jan 1, 2023	Sep 14, 2026
TSLA — Tesla, Inc. (TSLA) [ST]	Dependent	Sale Source rows (2) Combined amount unconfirmed Original ↗ · Row 1 · Ptr dependent · S · $1,001 - $15,000 Original ↗ · Row 6 · Annual dependent · S · $1,001 - $15,000	Dec 5, 2022	Sep 12, 2026
AAPL — Apple Inc. (AAPL) [ST]	Not reported	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 3 · Annual not_reported · P · $1,001 - $15,000	Aug 26, 2022	Sep 14, 2026
AAPL — Apple Inc. (AAPL) [ST]	Not reported	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 1 · Ptr not_reported · P · $1,001 - $15,000	Aug 26, 2022	Sep 12, 2026

All disclosures

16 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 13, 2026	Robert B. Aderholt — Annual report filed 2026-08-13 Annual	Dec 31, 2025	Needs review
May 15, 2026	Robert B. Aderholt — Financial disclosure (X) filed 2026-05-15 Financial	Not established	Parsed
Sep 10, 2025	Robert B. Aderholt — PTR filed 2025-09-10 Ptr	Not established	Parsed
Aug 13, 2025	Robert B. Aderholt — Annual report filed 2025-08-13 Annual	Dec 31, 2024	Needs review
May 8, 2025	Robert B. Aderholt — Financial disclosure (X) filed 2025-05-08 Financial	Not established	Parsed
Aug 13, 2024	Robert B. Aderholt — Annual report filed 2024-08-13 Annual	Dec 31, 2023	Needs review
May 9, 2024	Robert B. Aderholt — Financial disclosure (X) filed 2024-05-09 Financial	Not established	Parsed
Aug 11, 2023	Robert B. Aderholt — Annual report filed 2023-08-11 Annual	Dec 31, 2022	Needs review
May 11, 2023	Robert B. Aderholt — Financial disclosure (X) filed 2023-05-11 Financial	Not established	Parsed
Dec 13, 2022	Robert B. Aderholt — PTR filed 2022-12-13 Ptr	Not established	Parsed
Sep 23, 2022	Robert B. Aderholt — PTR filed 2022-09-23 Ptr	Not established	Parsed
May 16, 2022	Robert B. Aderholt — Annual report filed 2022-05-16 Annual	Dec 31, 2021	Needs review
Aug 13, 2021	Robert B. Aderholt — Annual report filed 2021-08-13 Annual	Dec 31, 2020	Needs review
Apr 26, 2021	Robert B. Aderholt — Financial disclosure (X) filed 2021-04-26 Financial	Not established	Parsed
Aug 13, 2020	Robert B. Aderholt — Annual report filed 2020-08-13 Annual	Dec 31, 2019	Needs review
Apr 15, 2020	Robert B. Aderholt — Financial disclosure (X) filed 2020-04-15 Financial	Not established	Parsed