1 year
11.63%
Cumulative estimated return
SPY: 13.01%
Outperformance: -1.38 percentage points
2025-10-24 – 2026-10-26
Missing information
- 195 annual source rows remain unresolved or superseded; excluded from usable transactions.
Harriet M. Hageman
Estimate as of Oct 26, 2026Republican · House WY
Wikipedia biography ↗Years Elected: About 3.8Rank: Unranked
Service dates
Federal elected service; earlier service not yet verified.
- Jan 3, 2023 – Nov 2, 2026
Estimated public-equity portfolio performance
3 years
34.63%
Cumulative estimated return
SPY: 61.03%
Outperformance: -26.40 percentage points
2023-12-29 – 2026-10-26
Missing information
- Available investment history starts 2023-12-29.
- 195 annual source rows remain unresolved or superseded; excluded from usable transactions.
5 years
34.63%
Cumulative estimated return
SPY: 61.03%
Outperformance: -26.40 percentage points
2023-12-29 – 2026-10-26
Missing information
- Available investment history starts 2023-12-29.
- 195 annual source rows remain unresolved or superseded; excluded from usable transactions.
As of Oct 26, 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.
| Asset | Owner | Reported value | Purchased | Purchase price | Last close | Current ROI |
|---|---|---|---|---|---|---|
| MRSH | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| MCD | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $258.12Oct 30, 2026 | Unavailable |
| MDT | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $96.54Oct 30, 2026 | Unavailable |
| MRK | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $149.52Oct 30, 2026 | Unavailable |
| META | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $614.99Oct 30, 2026 | Unavailable |
| MSFT | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $521.91Oct 30, 2026 | Unavailable |
| MS | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $184.30Oct 30, 2026 | Unavailable |
| NEE | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $83.71Oct 30, 2026 | Unavailable |
| NKE | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $38.67Oct 30, 2026 | Unavailable |
| NOC | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $557.54Oct 30, 2026 | Unavailable |
| NVDA | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $204.64Oct 30, 2026 | Unavailable |
| ORCL | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $130.67Oct 30, 2026 | Unavailable |
| PANW | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $365.87Oct 30, 2026 | Unavailable |
| PYPL | Spouse | None | Unavailable | Unavailable | $57.01Oct 30, 2026 | Unavailable |
| PEP | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $137.34Oct 30, 2026 | Unavailable |
| PFE | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $30.52Oct 30, 2026 | Unavailable |
| PNC | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $227.86Oct 30, 2026 | Unavailable |
| PG | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| PSA | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $324.77Oct 30, 2026 | Unavailable |
| QSR | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $72.41Oct 30, 2026 | Unavailable |
| CRM | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $229.17Oct 30, 2026 | Unavailable |
| NOW | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $105.12Oct 30, 2026 | Unavailable |
| SNOW | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $306.08Oct 30, 2026 | Unavailable |
| SO | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $93.71Oct 30, 2026 | Unavailable |
| SPOT | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $593.44Oct 30, 2026 | Unavailable |
| SBUX | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $103.67Oct 30, 2026 | Unavailable |
| SUI | Spouse | None | Unavailable | Unavailable | $113.26Oct 30, 2026 | Unavailable |
| TMUS | Spouse | None | Unavailable | Unavailable | $156.44Oct 30, 2026 | Unavailable |
| TGT | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $154.38Oct 30, 2026 | Unavailable |
| TXN | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $300.84Oct 30, 2026 | Unavailable |
| HSY | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $165.61Oct 30, 2026 | Unavailable |
| TTD | Spouse | None | Unavailable | Unavailable | $12.29Oct 30, 2026 | Unavailable |
| TFC | Spouse | None | Unavailable | Unavailable | $48.79Oct 30, 2026 | Unavailable |
| USB | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| UBER | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $65.25Oct 30, 2026 | Unavailable |
| UNP | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $304.00Oct 30, 2026 | Unavailable |
| UPS | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $108.25Oct 30, 2026 | Unavailable |
| UNH | Spouse | None | Unavailable | Unavailable | $406.97Oct 30, 2026 | Unavailable |
| MTN | Spouse | None | Unavailable | Unavailable | $151.83Oct 30, 2026 | Unavailable |
| VZ | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $44.73Oct 30, 2026 | Unavailable |
| VRTX | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $558.88Oct 30, 2026 | Unavailable |
| V | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $413.59Oct 30, 2026 | Unavailable |
| WMT | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $123.51Oct 30, 2026 | Unavailable |
| DIS | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $110.94Oct 30, 2026 | Unavailable |
| WMB | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $74.35Oct 30, 2026 | Unavailable |
| WDAY | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $197.82Oct 30, 2026 | Unavailable |
| XYL | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| ZTS | Spouse | None | Unavailable | Unavailable | $79.72Oct 30, 2026 | Unavailable |
| ACN | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $258.24Oct 30, 2026 | Unavailable |
| APD | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $316.43Oct 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 |
|---|---|---|---|
| RBC Wealth Management ⇒ RBC 4 ⇒ Apple Inc. - Common Stock (AAPL) [ST] | spouse | 148.9774148458765541087324358 | 51234.82 |
| RBC Unified Portfolio ⇒ AbbVie Inc. (ABBV) [ST] | spouse | 45.02250984805852560495216657 | 12909.75 |
| RBC Wealth Management ⇒ RBC 4 ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST] | spouse | 59.63846440551621319418561312 | 14744.42 |
| RBC Wealth Management ⇒ IRA ⇒ Adobe Inc. - Common Stock (ADBE) [ST] | spouse | 22.85922454927283636675333581 | 5911.85 |
| RBC Wealth Management ⇒ IRA ⇒ Analog Devices, Inc. - Common Stock (ADI) [ST] | spouse | 29.50036873156342182890855457 | 12034.09 |
| RBC Wealth Management ⇒ RBC 4 ⇒ American Electric Power Company, Inc. (AEP) [ST] | spouse | 719.8074755008238661000780505 | 93013.52 |
| RBC Wealth Management ⇒ IRA ⇒ Advanced Micro Devices, Inc. (AMD) [ST] | spouse | 37.35758311542771759432200224 | 19847.34 |
| RBC Wealth Management ⇒ RBC 4 ⇒ Amgen Inc. - Common Stock (AMGN) [ST] | spouse | 48.88637682930555131221166478 | 21736.35 |
| RBC Wealth Management ⇒ IRA ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST] | spouse | 34.66120786760246079195910233 | 8633.76 |
| RBC Wealth Management ⇒ RBC 4 ⇒ Air Products and Chemicals, Inc. Common Stock (APD) [ST] | spouse | 64.77613148732896121771516476 | 19803.36 |
| RBC Wealth Management ⇒ IRA ⇒ Amphenol Corporation Common Stock (APH) [ST] | spouse | 118.4031374870504661832174042 | 8912.20 |
| RBC Wealth Management ⇒ IRA ⇒ Broadcom Inc. - Common Stock (AVGO) [ST] | spouse | 23.11615140132909563709910431 | 7609.14 |
| RBC Wealth Management ⇒ IRA ⇒ Boeing Company (BA) [ST] | spouse | 36.84828666175386882829771555 | 6938.90 |
| RBC Wealth Management ⇒ RBC 4 ⇒ Bank of America Corporation Common Stock (BAC) [ST] | spouse | 1509.109090909090909090909091 | 76240.19 |
| RBC Wealth Management ⇒ RBC 4 ⇒ BlackRock, Inc. Common Stock (BLK) [ST] | spouse | 77.54638712932339256684791749 | 87445.96 |
| RBC Wealth Management ⇒ IRA ⇒ Boston Scientific Corporation Common Stock (BSX) [ST] | spouse | 83.90665967488201363398007341 | 3824.47 |
| RBC Wealth Management ⇒ RBC 4 ⇒ Crown Castle Inc. Common Stock (CCI) [ST] | spouse | 455.7330932823224935298750985 | 39862.97 |
| RBC Wealth Management ⇒ RBC 4 ⇒ Clorox Company (CLX) [ST] | spouse | 401.6760884657344044431220867 | 34849.42 |
| RBC Wealth Management ⇒ RBC 4 ⇒ CME Group Inc. - Class A Common Stock (CME) [ST] | spouse | 58.59455104731214296176944486 | 18050.64 |
| RBC Wealth Management ⇒ IRA ⇒ Salesforce, Inc. Common Stock (CRM) [ST] | spouse | 30.20082292099203503076516553 | 7478.03 |
| RBC Wealth Management ⇒ IRA ⇒ CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD) [ST] | spouse | 68.26947691782575305060158717 | 17875.00 |
| RBC Wealth Management ⇒ RBC 4 ⇒ Cisco Systems, Inc. - Common Stock (CSCO) [ST] | spouse | 1077.515253797221861612358821 | 118785.28 |
| RBC Wealth Management ⇒ RBC 4 ⇒ CVS Health Corporation Common Stock (CVS) [ST] | spouse | 1045.879536290322580645161290 | 96775.23 |
| RBC Wealth Management ⇒ RBC 4 ⇒ Chevron Corporation Common Stock (CVX) [ST] | spouse | 265.7371563545699101108851126 | 61653.68 |
| RBC Unified Portfolio ⇒ Dominion Energy, Inc. (D) [ST] | spouse | 148.5425176383215744522836985 | 9670.12 |
| RBC Wealth Management ⇒ RBC 4 ⇒ Dollar General Corporation Common Stock (DG) [ST] | spouse | 625.1487534834676508247345033 | 80281.60 |
| RBC Wealth Management ⇒ IRA ⇒ Walt Disney Company (DIS) [ST] | spouse | 70.32170167882570097565263250 | 7763.52 |
| RBC Wealth Management ⇒ RBC 4 ⇒ Ecolab Inc. Common Stock (ECL) [ST] | spouse | 60.95154654883437452384580222 | 17608.29 |
| RBC Wealth Management ⇒ IRA ⇒ Diamondback Energy, Inc. - Common Stock (FANG) [ST] | spouse | 53.21958358278454067717687754 | 11023.37 |
| RBC Wealth Management ⇒ RBC 4 ⇒ General Dynamics Corporation Common Stock (GD) [ST] | spouse | 47.52866393393928592645398918 | 16969.63 |
| RBC Wealth Management ⇒ RBC 4 ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | spouse | 129.3961661341853035143769968 | 40992.71 |
| RBC Wealth Management ⇒ IRA ⇒ Hilton Worldwide Holdings Inc. Common Stock (HLT) [ST] | spouse | 27.85204525674499564838990426 | 9800.86 |
| RBC Wealth Management ⇒ RBC 4 ⇒ Honeywell International Inc. (HON) [ST] | spouse | 77.98512903275408787822776658 | 17100.58 |
| RBC Wealth Management ⇒ RBC 4 ⇒ The Hershey Company Common Stock (HSY) [ST] | spouse | 87.92724475217056819430706672 | 14792.00 |
| RBC Wealth Management ⇒ IRA ⇒ Intuit Inc. - Common Stock (INTU) [ST] | spouse | 12.07768485251049183297605749 | 4105.08 |
| RBC Wealth Management ⇒ RBC 4 ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST] | spouse | 125.6936254732791260629383651 | 41986.70 |
| RBC Wealth Management ⇒ IRA ⇒ Eli Lilly and Company Common Stock (LLY) [ST] | spouse | 7.444541630997134030595153906 | 9522.61 |
| RBC Wealth Management ⇒ RBC 4 ⇒ Lockheed Martin Corporation Common Stock (LMT) [ST] | spouse | 171.6066739719230053548907313 | 109004.56 |
| RBC Wealth Management ⇒ RBC 4 ⇒ Lowe's Companies, Inc. Common Stock (LOW) [ST] | spouse | 167.9424448498921877591640405 | 33289.55 |
| RBC Wealth Management ⇒ RBC 4 ⇒ McDonald's Corporation Common Stock (MCD) [ST] | spouse | 52.35415371527664169093348166 | 13131.99 |
| RBC Wealth Management ⇒ RBC 4 ⇒ Medtronic plc. Ordinary Shares (MDT) [ST] | spouse | 166.5729752238184468040807828 | 15789.45 |
| RBC Unified Portfolio ⇒ MetLife, Inc. (MET) [ST] | spouse | 97.71006350757205666829506595 | 9774.91 |
| RBC Wealth Management ⇒ IRA ⇒ Meta Platforms, Inc. - Class A Common Stock (META) [ST] | spouse | 12.12031692647972246208850308 | 7642.59 |
| RBC Wealth Management ⇒ RBC 4 ⇒ Merck & Company, Inc. Common Stock (MRK) [ST] | spouse | 152.0140604218126543796313889 | 21374.70 |
| RBC Wealth Management ⇒ RBC 4 ⇒ Marsh & McLennan Companies, Inc. Common Stock (MMC) [ST] | spouse | 86.24946097455799913755929280 | 16794.50 |
| RBC Wealth Management ⇒ RBC 4 ⇒ Morgan Stanley Common Stock (MS) [ST] | spouse | 90.13124542330873655156874894 | 16538.18 |
| RBC Wealth Management ⇒ RBC 4 ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | spouse | 83.74550266738348289979736157 | 44602.85 |
| RBC Wealth Management ⇒ RBC 4 ⇒ NextEra Energy, Inc. Common Stock (NEE) [ST] | spouse | 199.3148978574987543597409068 | 16351.79 |
| RBC Wealth Management ⇒ RBC 4 ⇒ Nike, Inc. Common Stock (NKE) [ST] | spouse | 635.7086799560508554387066395 | 24099.72 |
| RBC Wealth Management ⇒ IRA ⇒ Northrop Grumman Corporation Common Stock (NOC) [ST] | spouse | 14.03079567177004963083776153 | 7933.15 |
| RBC Wealth Management ⇒ IRA ⇒ ServiceNow, Inc. Common Stock (NOW) [ST] | spouse | 52.22599386382923167308571056 | 8261.11 |
| RBC Wealth Management ⇒ IRA ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | spouse | 42.89812332439678284182305630 | 9265.99 |
| RBC Wealth Management ⇒ IRA ⇒ Oracle Corporation Common Stock (ORCL) [ST] | spouse | 41.04714996665127494741162588 | 5174.40 |
| RBC Wealth Management ⇒ IRA ⇒ Palo Alto Networks, Inc. - Common Stock (PANW) [ST] | spouse | 43.43376764386536373507057546 | 16959.15 |
| RBC Wealth Management ⇒ RBC 4 ⇒ Pepsico, Inc. (PEP) [ST] | spouse | 282.1976031215161649944258640 | 38226.49 |
| RBC Wealth Management ⇒ RBC 4 ⇒ Pfizer, Inc. Common Stock (PFE) [ST] | spouse | 1626.546184738955823293172691 | 48454.81 |
| RBC Wealth Management ⇒ RBC 4 ⇒ PNC Financial Services Group, Inc. (PNC) [ST] | spouse | 397.6476788195276194126383366 | 89804.75 |
| RBC Unified Portfolio ⇒ Prudential Financial, Inc. (PRU) [ST] | spouse | 67.49767991225849995781658652 | 7815.56 |
| RBC Wealth Management ⇒ RBC 4 ⇒ Public Storage Common Stock (PSA) [ST] | spouse | 156.0732177263969171483622351 | 47909.80 |
| RBC Wealth Management ⇒ RBC 4 ⇒ Restaurant Brands International Inc. Common Shares (QSR) [ST] | spouse | 593.5951927304704675362743661 | 44210.97 |
| RBC Wealth Management ⇒ IRA ⇒ Starbucks Corporation - Common Stock (SBUX) [ST] | spouse | 95.00653129082056762854767842 | 9756.22 |
| RBC Wealth Management ⇒ IRA ⇒ Charles Schwab Corporation (SCHW) [ST] | spouse | 80.07706936242618356520868782 | 7185.32 |
| RBC Wealth Management ⇒ IRA ⇒ Snowflake Inc. Common Stock (SNOW) [ST] | spouse | 36.47200948212983223924142961 | 12216.30 |
| RBC Wealth Management ⇒ RBC 4 ⇒ Southern Company (SO) [ST] | spouse | 183.4977064220183486238532110 | 16986.38 |
| RBC Wealth Management ⇒ IRA ⇒ Spotify Technology S.A. Ordinary Shares (SPOT) [ST] | spouse | 13.77710044600575157996245975 | 7885.46 |
| RBC Wealth Management ⇒ RBC 4 ⇒ AT&T Inc. (T) [ST] | spouse | 1630.475040257648953301127214 | 33995.40 |
| RBC Wealth Management ⇒ RBC 4 ⇒ Target Corporation Common Stock (TGT) [ST] | spouse | 849.1150895140664961636828645 | 126119.06 |
| RBC Wealth Management ⇒ RBC 4 ⇒ T-Mobile US, Inc. (TMUS) [ST] | spouse | 39.40356579984239558707643814 | 5789.57 |
| RBC Wealth Management ⇒ RBC 4 ⇒ Texas Instruments Incorporated - Common Stock (TXN) [ST] | spouse | 92.23009971756297192921782236 | 27495.64 |
| RBC Wealth Management ⇒ IRA ⇒ Uber Technologies, Inc. Common Stock (UBER) [ST] | spouse | 97.91335209888630522579855587 | 6475.01 |
| RBC Wealth Management ⇒ RBC 4 ⇒ Union Pacific Corporation Common Stock (UNP) [ST] | spouse | 175.0864603147155455645858551 | 51995.43 |
| RBC Wealth Management ⇒ RBC 4 ⇒ United Parcel Service, Inc. Common Stock (UPS) [ST] | spouse | 408.3173707026918036092348019 | 40962.40 |
| RBC Wealth Management ⇒ RBC 4 ⇒ Visa Inc. (V) [ST] | spouse | 115.4828775911721935502266830 | 46673.56 |
| RBC Wealth Management ⇒ IRA ⇒ Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) [ST] | spouse | 17.64712369860596435503793894 | 9132.21 |
| RBC Wealth Management ⇒ RBC 4 ⇒ Verizon Communications Inc. Common Stock (VZ) [ST] | spouse | 994.3776086422784188558801866 | 42857.67 |
| RBC Wealth Management ⇒ IRA ⇒ Workday, Inc. - Class A Common Stock (WDAY) [ST] | spouse | 37.24974392401527144054381227 | 7766.57 |
| RBC Wealth Management ⇒ RBC 4 ⇒ Williams Companies, Inc. (WMB) [ST] | spouse | 1380.818499417734154050906671 | 99073.73 |
| RBC Wealth Management ⇒ RBC 4 ⇒ Walmart Inc. - Common Stock (WMT) [ST] | spouse | 143.6226550578942644286868324 | 17276.37 |
| RBC Unified Portfolio ⇒ Xcel Energy Inc. (XEL) [ST] | spouse | 118.4908175355450236966824645 | 9225.70 |
| RBC Wealth Management ⇒ RBC 4 ⇒ ExxonMobil Holdings Corporation Common Stock (XOM) [ST] | spouse | 132.9649326907096559747382416 | 24537.35 |
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.