1 year
12.58%
Cumulative estimated return
SPY: 14.60%
Outperformance: -2.02 percentage points
2025-09-15 – 2026-09-15
Missing information
- 195 annual source rows remain unresolved or superseded; excluded from usable transactions.
Harriet M. Hageman
Updated Sep 14, 2026Republican · House WY
Wikipedia biography ↗Years Elected: About 3.7Rank: Unranked
Service dates
Federal elected service; earlier service not yet verified.
- Jan 3, 2023 – Sep 17, 2026
Estimated public-equity portfolio performance
3 years
32.78%
Cumulative estimated return
SPY: 59.35%
Outperformance: -26.57 percentage points
2023-12-29 – 2026-09-15
Missing information
- Available investment history starts 2023-12-29.
- 195 annual source rows remain unresolved or superseded; excluded from usable transactions.
5 years
32.78%
Cumulative estimated return
SPY: 59.35%
Outperformance: -26.57 percentage points
2023-12-29 – 2026-09-15
Missing information
- Available investment history starts 2023-12-29.
- 195 annual source rows remain unresolved or superseded; excluded from usable transactions.
As of Sep 15, 2026. 0 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.
This extraction is incomplete or awaiting reconciliation. The source may contain additional holdings.
| Asset | Owner | Reported value | Purchased | Purchase price | Last close | Current ROI |
|---|---|---|---|---|---|---|
| ACN | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $190.29Sep 17, 2026 | Unavailable |
| ADBE | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $252.67Sep 17, 2026 | Unavailable |
| AMD | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $545.09Sep 17, 2026 | Unavailable |
| APD | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $286.12Sep 17, 2026 | Unavailable |
| GOOGL | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $347.33Sep 17, 2026 | Unavailable |
| AMZN | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $251.19Sep 17, 2026 | Unavailable |
| AEP | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $121.62Sep 17, 2026 | Unavailable |
| AMGN | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $379.78Sep 17, 2026 | Unavailable |
| APH | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $78.37Sep 17, 2026 | Unavailable |
| ADI | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $362.65Sep 17, 2026 | Unavailable |
| AAPL | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $337.00Sep 17, 2026 | Unavailable |
| T | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| BAC | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $58.18Sep 17, 2026 | Unavailable |
| BLK | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $1053.96Sep 17, 2026 | Unavailable |
| BA | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $197.00Sep 17, 2026 | Unavailable |
| BSX | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $43.55Sep 17, 2026 | Unavailable |
| AVGO | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $347.30Sep 17, 2026 | Unavailable |
| SCHW | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $105.16Sep 16, 2026 | Unavailable |
| CVX | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $211.57Sep 17, 2026 | Unavailable |
| CMG | Spouse | None | Unavailable | Unavailable | $33.51Sep 17, 2026 | Unavailable |
| CSCO | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $110.24Sep 17, 2026 | Unavailable |
| CLX | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $85.00Sep 17, 2026 | Unavailable |
| CME | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $271.15Sep 17, 2026 | Unavailable |
| KO | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| CRWD | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $245.70Sep 17, 2026 | Unavailable |
| CCI | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $73.74Sep 17, 2026 | Unavailable |
| CVS | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $90.27Sep 17, 2026 | Unavailable |
| DE | Spouse | None | Unavailable | Unavailable | $685.63Sep 17, 2026 | Unavailable |
| FANG | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $196.94Sep 17, 2026 | Unavailable |
| DLR | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| DG | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $124.95Sep 17, 2026 | Unavailable |
| DUK | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| ECL | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $271.68Sep 17, 2026 | Unavailable |
| LLY | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $1152.44Sep 17, 2026 | Unavailable |
| XOM | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $163.32Sep 16, 2026 | Unavailable |
| FI | Spouse | None | Unavailable | Unavailable | Unavailable | Unavailable |
| GNRC | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| GD | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $355.95Sep 17, 2026 | Unavailable |
| GILD | Spouse | None | Unavailable | Unavailable | Unavailable | Unavailable |
| GSK | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| HLT | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $302.54Sep 17, 2026 | Unavailable |
| HD | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| HON | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $206.49Sep 17, 2026 | Unavailable |
| IBM | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| INTU | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $313.13Sep 17, 2026 | Unavailable |
| JNJ | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| JPM | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $349.31Sep 17, 2026 | Unavailable |
| LMT | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $538.09Sep 17, 2026 | Unavailable |
| LOW | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $194.19Sep 17, 2026 | Unavailable |
| LYB | Spouse | $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.
Estimated positions as of Sep 15, 2026
| Asset | Owner | Estimated units | Estimated value |
|---|---|---|---|
| RBC Wealth Management ⇒ RBC 4 ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST] | spouse | 59.63846440551621319418561312 | 11534.08 |
| RBC Wealth Management ⇒ IRA ⇒ Amphenol Corporation Common Stock (APH) [ST] | spouse | 118.4031374870504661832174042 | 9194.00 |
| RBC Wealth Management ⇒ RBC 4 ⇒ Bank of America Corporation Common Stock (BAC) [ST] | spouse | 1509.109090909090909090909091 | 89822.17 |
| RBC Wealth Management ⇒ RBC 4 ⇒ Clorox Company (CLX) [ST] | spouse | 401.6760884657344044431220867 | 35010.09 |
| RBC Wealth Management ⇒ RBC 4 ⇒ CME Group Inc. - Class A Common Stock (CME) [ST] | spouse | 58.59455104731214296176944486 | 16118.78 |
| RBC Wealth Management ⇒ IRA ⇒ CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD) [ST] | spouse | 68.26947691782575305060158717 | 16554.67 |
| RBC Wealth Management ⇒ IRA ⇒ Walt Disney Company (DIS) [ST] | spouse | 70.32170167882570097565263250 | 7483.64 |
| RBC Wealth Management ⇒ RBC 4 ⇒ Digital Realty Trust, Inc. Common Stock (DLR) [ST] | spouse | 261.7865684183310710361321182 | 46930.48 |
| RBC Wealth Management ⇒ RBC 4 ⇒ Duke Energy Corporation (DUK) [ST] | spouse | 708.1392372664448425902226772 | 83397.56 |
| RBC Wealth Management ⇒ RBC 4 ⇒ The Hershey Company Common Stock (HSY) [ST] | spouse | 87.92724475217056819430706672 | 14984.56 |
| RBC Wealth Management ⇒ RBC 4 ⇒ Lowe's Companies, Inc. Common Stock (LOW) [ST] | spouse | 167.9424448498921877591640405 | 32683.28 |
| RBC Wealth Management ⇒ RBC 4 ⇒ McDonald's Corporation Common Stock (MCD) [ST] | spouse | 52.35415371527664169093348166 | 13234.08 |
| RBC Wealth Management ⇒ IRA ⇒ Northrop Grumman Corporation Common Stock (NOC) [ST] | spouse | 14.03079567177004963083776153 | 7453.86 |
| RBC Wealth Management ⇒ IRA ⇒ Charles Schwab Corporation (SCHW) [ST] | spouse | 80.07706936242618356520868782 | 8631.51 |
| RBC Wealth Management ⇒ IRA ⇒ Spotify Technology S.A. Ordinary Shares (SPOT) [ST] | spouse | 13.77710044600575157996245975 | 7691.20 |
| RBC Wealth Management ⇒ IRA ⇒ Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) [ST] | spouse | 17.64712369860596435503793894 | 9081.74 |
| RBC Wealth Management ⇒ IRA ⇒ Workday, Inc. - Class A Common Stock (WDAY) [ST] | spouse | 37.24974392401527144054381227 | 7102.41 |
| RBC Unified Portfolio ⇒ Xcel Energy Inc. (XEL) [ST] | spouse | 118.4908175355450236966824645 | 8589.40 |
| RBC Wealth Management ⇒ RBC 4 ⇒ ExxonMobil Holdings Corporation Common Stock (XOM) [ST] | spouse | 132.9649326907096559747382416 | 22513.62 |
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
111 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 |
|---|---|---|---|---|
| CLX — RBC Wealth Management ⇒ IRA ⇒ Clorox Company (CLX) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Nov 18, 2025 | Sep 14, 2026 |
| NKE — RBC Wealth Management ⇒ IRA ⇒ Nike, Inc. Common Stock (NKE) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Nov 18, 2025 | Sep 14, 2026 |
| CLX — RBC Wealth Management ⇒ IRA ⇒ Clorox Company (CLX) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Nov 17, 2025 | Sep 14, 2026 |
| NKE — RBC Wealth Management ⇒ IRA ⇒ Nike, Inc. Common Stock (NKE) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Nov 17, 2025 | Sep 14, 2026 |
| AMD — RBC Wealth Management ⇒ IRA ⇒ Advanced Micro Devices, Inc. (AMD) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Nov 12, 2025 | Sep 14, 2026 |
| AVGO — RBC Wealth Management ⇒ IRA ⇒ Broadcom Inc. - Common Stock (AVGO) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Nov 12, 2025 | Sep 14, 2026 |
| CMG — RBC Wealth Management ⇒ IRA ⇒ Chipotle Mexican Grill, Inc. Common Stock (CMG) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Nov 5, 2025 | Sep 14, 2026 |
| FI — RBC Wealth Management ⇒ IRA ⇒ Fiserv, Inc. Common Stock (FI) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Nov 5, 2025 | Sep 14, 2026 |
| GOOGL — RBC Wealth Management ⇒ IRA ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Nov 5, 2025 | Sep 14, 2026 |
| SNOW — RBC Wealth Management ⇒ IRA ⇒ Snowflake Inc. Common Stock (SNOW) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Nov 5, 2025 | Sep 14, 2026 |
| TFC — RBC Wealth Management ⇒ IRA ⇒ Truist Financial Corporation Common Stock (TFC) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Nov 4, 2025 | Sep 14, 2026 |
| MRSH — RBC Wealth Management ⇒ IRA ⇒ Marsh & McLennan Companies, Inc. Common Stock (MMC) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Nov 4, 2025 | Sep 14, 2026 |
| TFC — RBC Wealth Management ⇒ IRA ⇒ Truist Financial Corporation Common Stock (TFC) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Nov 3, 2025 | Sep 14, 2026 |
| MRSH — RBC Wealth Management ⇒ IRA ⇒ Marsh & McLennan Companies, Inc. Common Stock (MMC) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Nov 3, 2025 | Sep 14, 2026 |
| APH — RBC Wealth Management ⇒ IRA ⇒ Amphenol Corporation Common Stock (APH) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Oct 22, 2025 | Sep 14, 2026 |
| NVDA — RBC Wealth Management ⇒ IRA ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Oct 22, 2025 | Sep 14, 2026 |
| HLT — RBC Wealth Management ⇒ IRA ⇒ Hilton Worldwide Holdings Inc. Common Stock (HLT) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Oct 2, 2025 | Sep 14, 2026 |
| CRM — RBC Wealth Management ⇒ IRA ⇒ Salesforce, Inc. Common Stock (CRM) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Sep 30, 2025 | Sep 14, 2026 |
| SCHW — RBC Wealth Management ⇒ IRA ⇒ Charles Schwab Corporation (SCHW) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Sep 30, 2025 | Sep 14, 2026 |
| ZTS — RBC Wealth Management ⇒ IRA ⇒ Zoetis Inc. Class A Common Stock (ZTS) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Sep 10, 2025 | Sep 14, 2026 |
| BSX — RBC Wealth Management ⇒ IRA ⇒ Boston Scientific Corporation Common Stock (BSX) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Sep 10, 2025 | Sep 14, 2026 |
| DLR — RBC Wealth Management ⇒ IRA ⇒ Digital Realty Trust, Inc. Common Stock (DLR) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Sep 9, 2025 | Sep 14, 2026 |
| QSR — RBC Wealth Management ⇒ IRA ⇒ Restaurant Brands International Inc. Common Shares (QSR) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Sep 9, 2025 | Sep 14, 2026 |
| DG — RBC Wealth Management ⇒ IRA ⇒ Dollar General Corporation Common Stock (DG) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Sep 9, 2025 | Sep 14, 2026 |
| LYB — RBC Wealth Management ⇒ IRA ⇒ LyondellBasell Industries NV Ordinary Shares Class A (LYB) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Sep 9, 2025 | Sep 14, 2026 |
| LMT — RBC Wealth Management ⇒ IRA ⇒ Lockheed Martin Corporation Common Stock (LMT) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Sep 9, 2025 | Sep 14, 2026 |
| LOW — RBC Wealth Management ⇒ IRA ⇒ Lowe's Companies, Inc. Common Stock (LOW) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Sep 9, 2025 | Sep 14, 2026 |
| PEP — RBC Wealth Management ⇒ IRA ⇒ PepsiCo, Inc. - Common Stock (PEP) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Sep 9, 2025 | Sep 14, 2026 |
| PFE — RBC Wealth Management ⇒ IRA ⇒ Pfizer, Inc. Common Stock (PFE) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Sep 9, 2025 | Sep 14, 2026 |
| UPS — RBC Wealth Management ⇒ IRA ⇒ United Parcel Service, Inc. Common Stock (UPS) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Sep 9, 2025 | Sep 14, 2026 |
| UNP — RBC Wealth Management ⇒ IRA ⇒ Union Pacific Corporation Common Stock (UNP) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Sep 9, 2025 | Sep 14, 2026 |
| DLR — RBC Wealth Management ⇒ IRA ⇒ Digital Realty Trust, Inc. Common Stock (DLR) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Sep 8, 2025 | Sep 14, 2026 |
| QSR — RBC Wealth Management ⇒ IRA ⇒ Restaurant Brands International Inc. Common Shares (QSR) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Sep 8, 2025 | Sep 14, 2026 |
| LOW — RBC Wealth Management ⇒ IRA ⇒ Lowe's Companies, Inc. Common Stock (LOW) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Sep 8, 2025 | Sep 14, 2026 |
| AVGO — RBC Wealth Management ⇒ IRA ⇒ Broadcom Inc. - Common Stock (AVGO) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Aug 12, 2025 | Sep 14, 2026 |
| MSFT — RBC Wealth Management ⇒ IRA ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Aug 12, 2025 | Sep 14, 2026 |
| NVDA — RBC Wealth Management ⇒ IRA ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Jul 22, 2025 | Sep 14, 2026 |
| TMUS — RBC Wealth Management ⇒ IRA ⇒ T-Mobile US, Inc. (TMUS) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 16, 2025 | Sep 14, 2026 |
| GOOGL — RBC Wealth Management ⇒ IRA ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jul 16, 2025 | Sep 14, 2026 |
| TMUS — RBC Wealth Management ⇒ RBC 4 ⇒ T-Mobile US, Inc. (TMUS) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 16, 2025 | Sep 14, 2026 |
| GOOGL — RBC Wealth Management ⇒ RBC 4 ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jul 16, 2025 | Sep 14, 2026 |
| TFC — RBC Wealth Management ⇒ IRA ⇒ Truist Financial Corporation Common Stock (TFC) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | May 21, 2025 | Sep 14, 2026 |
| UNH — RBC Wealth Management ⇒ IRA ⇒ UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | May 21, 2025 | Sep 14, 2026 |
| ACN — RBC Wealth Management ⇒ IRA ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | May 21, 2025 | Sep 14, 2026 |
| META — RBC Wealth Management ⇒ IRA ⇒ Meta Platforms, Inc. - Class A Common Stock (META) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | May 21, 2025 | Sep 14, 2026 |
| JPM — RBC Wealth Management ⇒ IRA ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | May 21, 2025 | Sep 14, 2026 |
| TMUS — RBC Wealth Management ⇒ IRA ⇒ T-Mobile US, Inc. (TMUS) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | May 20, 2025 | Sep 14, 2026 |
| TFC — RBC Wealth Management ⇒ IRA ⇒ Truist Financial Corporation Common Stock (TFC) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | May 20, 2025 | Sep 14, 2026 |
| ACN — RBC Wealth Management ⇒ IRA ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | May 20, 2025 | Sep 14, 2026 |
| JPM — RBC Wealth Management ⇒ IRA ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | May 20, 2025 | Sep 14, 2026 |
All disclosures
10 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.