Cleo Fields

Updated Sep 14, 2026

Democrat · House LA06

Wikipedia biography ↗Years Elected: About 5.7Rank: #44

Service dates

Federal elected service; earlier service not yet verified.

Jan 5, 1993 – Jan 3, 1995
Jan 4, 1995 – Jan 3, 1997
Jan 3, 2025 – Sep 16, 2026

Estimated public-equity portfolio performance

1 year

19.84%

Cumulative estimated return

SPY: 14.60%
Outperformance: 5.24 percentage points

2025-09-15 – 2026-09-15

Missing information

9 sales exceeding observed holdings (unmatched amount omitted).
3 rows without a saved price.

3 years

47.29%

Cumulative estimated return

SPY: 27.06%
Outperformance: 20.23 percentage points

2025-06-03 – 2026-09-15

Missing information

9 sales exceeding observed holdings (unmatched amount omitted).
3 rows without a saved price.
Available investment history starts 2025-06-03.

5 years

47.29%

Cumulative estimated return

SPY: 27.06%
Outperformance: 20.23 percentage points

2025-06-03 – 2026-09-15

Missing information

9 sales exceeding observed holdings (unmatched amount omitted).
3 rows without a saved price.
Available investment history starts 2025-06-03.

As of Sep 15, 2026. 161 parsed trades. Ranks use three-year return.

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
AMZN	Not reported	$500,001 - $1,000,000	Unavailable	Unavailable	$248.42Sep 15, 2026	Unavailable
AAPL	Not reported	$250,001 - $500,000	Unavailable	Unavailable	$331.34Sep 15, 2026	Unavailable
MSFT	Not reported	$500,001 - $1,000,000	Unavailable	Unavailable	$497.12Sep 15, 2026	Unavailable
NFLX	Not reported	$50,001 - $100,000	Unavailable	Unavailable	$77.90Sep 15, 2026	Unavailable
NVDA	Not reported	$1,000,001 - $5,000,000	Unavailable	Unavailable	$212.17Sep 15, 2026	Unavailable
PLTR	Not reported	$100,001 - $250,000	Unavailable	Unavailable	$172.56Sep 15, 2026	Unavailable
AAPL	Not reported	$50,001 - $100,000	Unavailable	Unavailable	$331.34Sep 15, 2026	Unavailable
MSFT	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$497.12Sep 15, 2026	Unavailable
NFLX	Not reported	$1,001 - $15,000	Unavailable	Unavailable	$77.90Sep 15, 2026	Unavailable
NVDA	Not reported	$15,001 - $50,000	Unavailable	Unavailable	$212.17Sep 15, 2026	Unavailable
AMD	Not reported	$100,001 - $250,000	Unavailable	Unavailable	$504.20Sep 15, 2026	Unavailable
GOOGL	Not reported	$500,001 - $1,000,000	Unavailable	Unavailable	$344.98Sep 15, 2026	Unavailable
GOOG	Not reported	$1,000,001 - $5,000,000	Unavailable	Unavailable	$341.43Sep 15, 2026	Unavailable
AMZN	Not reported	$1,000,001 - $5,000,000	Unavailable	Unavailable	$248.42Sep 15, 2026	Unavailable
AAPL	Not reported	$1,000,001 - $5,000,000	Unavailable	Unavailable	$331.34Sep 15, 2026	Unavailable
ARM	Not reported	None	Unavailable	Unavailable	$241.83Sep 15, 2026	Unavailable
T	Not reported	None	Unavailable	Unavailable	Unavailable	Unavailable
BMNR	Not reported	None	Unavailable	Unavailable	Unavailable	Unavailable
AVGO	Not reported	$100,001 - $250,000	Unavailable	Unavailable	$339.27Sep 15, 2026	Unavailable
CLS	Not reported	$15,001 - $50,000	Unavailable	Unavailable	Unavailable	Unavailable
CSCO	Not reported	$50,001 - $100,000	Unavailable	Unavailable	$110.07Sep 15, 2026	Unavailable
CRWV	Not reported	None	Unavailable	Unavailable	$80.92Sep 15, 2026	Unavailable
INTC	Not reported	None	Unavailable	Unavailable	$97.14Sep 15, 2026	Unavailable
IREN	Not reported	None	Unavailable	Unavailable	$41.58Sep 15, 2026	Unavailable
JPM	Not reported	$15,001 - $50,000	Unavailable	Unavailable	$352.49Sep 15, 2026	Unavailable
MCD	Not reported	$50,001 - $100,000	Unavailable	Unavailable	$252.78Sep 15, 2026	Unavailable
META	Not reported	$500,001 - $1,000,000	Unavailable	Unavailable	$670.24Sep 15, 2026	Unavailable
MSFT	Not reported	$500,001 - $1,000,000	Unavailable	Unavailable	$497.12Sep 15, 2026	Unavailable
NFLX	Not reported	$250,001 - $500,000	Unavailable	Unavailable	$77.90Sep 15, 2026	Unavailable
NVDA	Not reported	$5,000,001 - $25,000,000	Unavailable	Unavailable	$212.17Sep 15, 2026	Unavailable
OPEN	Not reported	None	Unavailable	Unavailable	$2.65Sep 15, 2026	Unavailable
ORCL	Not reported	$50,001 - $100,000	Unavailable	Unavailable	$140.35Sep 15, 2026	Unavailable
PLTR	Not reported	$250,001 - $500,000	Unavailable	Unavailable	$172.56Sep 15, 2026	Unavailable
QCOM	Not reported	$15,001 - $50,000	Unavailable	Unavailable	$187.80Sep 15, 2026	Unavailable
HOOD	Not reported	$15,001 - $50,000	Unavailable	Unavailable	$110.45Sep 15, 2026	Unavailable
SOUN	Not reported	None	Unavailable	Unavailable	$6.15Sep 15, 2026	Unavailable
TSM	Not reported	$1,000,001 - $5,000,000	Unavailable	Unavailable	Unavailable	Unavailable
UBER	Not reported	None	Unavailable	Unavailable	$71.43Sep 15, 2026	Unavailable
AMZN	Not reported	$50,001 - $100,000	Unavailable	Unavailable	$248.42Sep 15, 2026	Unavailable
AAPL	Not reported	$1 - $1,000	Unavailable	Unavailable	$331.34Sep 15, 2026	Unavailable
CMG	Not reported	None	Unavailable	Unavailable	$34.83Sep 15, 2026	Unavailable
MSFT	Not reported	$50,001 - $100,000	Unavailable	Unavailable	$497.12Sep 15, 2026	Unavailable
NVDA	Not reported	$1,000,001 - $5,000,000	Unavailable	Unavailable	$212.17Sep 15, 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 Sep 15, 2026

Asset	Owner	Estimated units	Estimated value
Alphabet Inc. - Class C Capital Stock (GOOG) [ST]	not_reported	10175.56027633298789671816124	3474241.55
Morgan Stanley - E*TRADE #2 ⇒ Robinhood Markets, Inc. - Class A Common Stock (HOOD) [ST]	not_reported	287.3607427055702917771883289	31738.99
Morgan Stanley - E*TRADE #2 ⇒ McDonald's Corporation Common Stock (MCD) [ST]	not_reported	245.3963943330170467558812944	62031.30
Morgan Stanley - E*TRADE #2 ⇒ Palantir Technologies Inc. - Class A Common Stock (PLTR) [ST]	not_reported	3094.239099859353023909985935	533941.90
Morgan Stanley - E*TRADE #2 ⇒ QUALCOMM Incorporated - Common Stock (QCOM) [ST]	not_reported	190.0058462437883659748611517	35683.10

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. 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

311 public-equity trades. Annual schedule rows are labeled because they may repeat transaction reports. Superseded and unresolved reports remain in the disclosures below.

Public-equity transactions, newest transaction dates first
Ticker	Owner	Transaction Type	Trade Date	Found Date
MSFT — Microsoft Corporation - Common Stock (MSFT) [ST]	Not reported	Purchase Source rows (1) $100,001 - $250,000 Original ↗ · Row 32 · Ptr not_reported · P · $100,001 - $250,000	Jul 28, 2025	Sep 11, 2026
PLTR — Palantir Technologies Inc. - Class A Common Stock (PLTR) [ST]	Not reported	Purchase Source rows (1) $50,001 - $100,000 Original ↗ · Row 53 · Ptr not_reported · P · $50,001 - $100,000	Jul 28, 2025	Sep 11, 2026
HOOD — Morgan Stanley - E*TRADE #2 ⇒ Robinhood Markets, Inc. - Class A Common Stock (HOOD) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 49 · Annual not_reported · P · $15,001 - $50,000	Jul 21, 2025	Sep 14, 2026
OPEN — Morgan Stanley - E*TRADE #2 ⇒ Opendoor Technologies Inc - Common Stock (OPEN) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 50 · Annual not_reported · P · $1,001 - $15,000	Jul 21, 2025	Sep 14, 2026
OPEN — Opendoor Technologies Inc - Common Stock (OPEN) [ST]	Not reported	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 51 · Ptr not_reported · P · $1,001 - $15,000	Jul 21, 2025	Sep 11, 2026
HOOD — Robinhood Markets, Inc. - Class A Common Stock (HOOD) [ST]	Not reported	Purchase Source rows (1) $15,001 - $50,000 Original ↗ · Row 54 · Ptr not_reported · P · $15,001 - $50,000	Jul 21, 2025	Sep 11, 2026
AVGO — Morgan Stanley - E*TRADE #2 ⇒ Broadcom Inc. - Common Stock (AVGO) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 51 · Annual not_reported · P · $1,001 - $15,000	Jul 18, 2025	Sep 14, 2026
PLTR — Morgan Stanley - E*TRADE #2 ⇒ Palantir Technologies Inc. - Class A Common Stock (PLTR) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $100,001 - $250,000 Original ↗ · Row 52 · Annual not_reported · P · $100,001 - $250,000	Jul 18, 2025	Sep 14, 2026
AVGO — Broadcom Inc. - Common Stock (AVGO) [ST]	Not reported	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 18 · Ptr not_reported · P · $1,001 - $15,000	Jul 18, 2025	Sep 11, 2026
PLTR — Palantir Technologies Inc. - Class A Common Stock (PLTR) [ST]	Not reported	Purchase Source rows (1) $100,001 - $250,000 Original ↗ · Row 52 · Ptr not_reported · P · $100,001 - $250,000	Jul 18, 2025	Sep 11, 2026
GOOG — Morgan Stanley - E*TRADE #2 ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $100,001 - $250,000 Original ↗ · Row 53 · Annual not_reported · P · $100,001 - $250,000	Jul 17, 2025	Sep 14, 2026
NVDA — Morgan Stanley - E*TRADE #2 ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (5) $400,005–$950,000 Original ↗ · Row 54 · Annual not_reported · P · $100,001 - $250,000 Original ↗ · Row 55 · Annual not_reported · P · $50,001 - $100,000 Original ↗ · Row 56 · Annual not_reported · P · $50,001 - $100,000 Original ↗ · Row 59 · Annual not_reported · P · $100,001 - $250,000 Original ↗ · Row 60 · Annual not_reported · P · $100,001 - $250,000	Jul 17, 2025	Sep 14, 2026
TSM — Morgan Stanley - E*TRADE #2 ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $100,001 - $250,000 Original ↗ · Row 57 · Annual not_reported · P · $100,001 - $250,000	Jul 17, 2025	Sep 14, 2026
META — Morgan Stanley - E*TRADE #2 ⇒ Meta Platforms, Inc. - Class A Common Stock (META) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $50,001 - $100,000 Original ↗ · Row 58 · Annual not_reported · P · $50,001 - $100,000	Jul 17, 2025	Sep 14, 2026
HOOD — Morgan Stanley - E*TRADE #2 ⇒ Robinhood Markets, Inc. - Class A Common Stock (HOOD) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 61 · Annual not_reported · P · $15,001 - $50,000	Jul 17, 2025	Sep 14, 2026
GOOG — Alphabet Inc. - Class C Capital Stock (GOOG) [ST]	Not reported	Purchase Source rows (1) $100,001 - $250,000 Original ↗ · Row 5 · Ptr not_reported · P · $100,001 - $250,000	Jul 17, 2025	Sep 11, 2026
META — Meta Platforms, Inc. - Class A Common Stock (META) [ST]	Not reported	Purchase Source rows (1) $50,001 - $100,000 Original ↗ · Row 25 · Ptr not_reported · P · $50,001 - $100,000	Jul 17, 2025	Sep 11, 2026
NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST]	Not reported	Purchase Source rows (5) $400,005–$950,000 Original ↗ · Row 36 · Ptr not_reported · P · $100,001 - $250,000 Original ↗ · Row 37 · Ptr not_reported · P · $100,001 - $250,000 Original ↗ · Row 38 · Ptr not_reported · P · $100,001 - $250,000 Original ↗ · Row 39 · Ptr not_reported · P · $50,001 - $100,000 Original ↗ · Row 40 · Ptr not_reported · P · $50,001 - $100,000	Jul 17, 2025	Sep 11, 2026
HOOD — Robinhood Markets, Inc. - Class A Common Stock (HOOD) [ST]	Not reported	Purchase Source rows (1) $15,001 - $50,000 Original ↗ · Row 55 · Ptr not_reported · P · $15,001 - $50,000	Jul 17, 2025	Sep 11, 2026
TSM — Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST]	Not reported	Purchase Source rows (1) $100,001 - $250,000 Original ↗ · Row 57 · Ptr not_reported · P · $100,001 - $250,000	Jul 17, 2025	Sep 11, 2026
MSFT — Morgan Stanley - E*TRADE #2 ⇒ Microsoft Corporation - Common Stock (MSFT) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (3) $80,003–$200,000 Original ↗ · Row 62 · Annual not_reported · P · $50,001 - $100,000 Original ↗ · Row 66 · Annual not_reported · P · $15,001 - $50,000 Original ↗ · Row 124 · Annual not_reported · P · $15,001 - $50,000	Jul 16, 2025	Sep 14, 2026
NVDA — Morgan Stanley - E*TRADE #2 ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (5) $315,005–$750,000 Original ↗ · Row 63 · Annual not_reported · P · $50,001 - $100,000 Original ↗ · Row 68 · Annual not_reported · P · $15,001 - $50,000 Original ↗ · Row 69 · Annual not_reported · P · $50,001 - $100,000 Original ↗ · Row 72 · Annual not_reported · P · $100,001 - $250,000 Original ↗ · Row 125 · Annual not_reported · P · $100,001 - $250,000	Jul 16, 2025	Sep 14, 2026
BMNR — Morgan Stanley - E*TRADE #2 ⇒ BITMINE IMMERSIN TECH INC (BMNR) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (5) $33,005–$145,000 Original ↗ · Row 64 · Annual not_reported · P · $1,001 - $15,000 Original ↗ · Row 65 · Annual not_reported · P · $15,001 - $50,000 Original ↗ · Row 70 · Annual not_reported · P · $1,001 - $15,000 Original ↗ · Row 71 · Annual not_reported · P · $1,001 - $15,000 Original ↗ · Row 74 · Annual not_reported · P · $15,001 - $50,000	Jul 16, 2025	Sep 14, 2026
ARM — Morgan Stanley - E*TRADE #2 ⇒ Arm Holdings plc - American Depositary Shares (ARM) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $50,001 - $100,000 Original ↗ · Row 67 · Annual not_reported · P · $50,001 - $100,000	Jul 16, 2025	Sep 14, 2026
SOUN — Morgan Stanley - E*TRADE #2 ⇒ SoundHound AI, Inc. - Class A Common Stock (SOUN) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 73 · Annual not_reported · P · $1,001 - $15,000	Jul 16, 2025	Sep 14, 2026
META — Morgan Stanley - E*TRADE #2 ⇒ Meta Platforms, Inc. - Class A Common Stock (META) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $50,001 - $100,000 Original ↗ · Row 75 · Annual not_reported · P · $50,001 - $100,000	Jul 16, 2025	Sep 14, 2026
AMZN — Morgan Stanley - E*TRADE #2 ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $100,001 - $250,000 Original ↗ · Row 126 · Annual not_reported · P · $100,001 - $250,000	Jul 16, 2025	Sep 14, 2026
AMZN — Amazon.com, Inc. - Common Stock (AMZN) [ST]	Not reported	Purchase Source rows (1) $100,001 - $250,000 Original ↗ · Row 7 · Ptr not_reported · P · $100,001 - $250,000	Jul 16, 2025	Sep 11, 2026
ARM — Arm Holdings plc - American Depositary Shares (ARM) [ST]	Not reported	Purchase Source rows (1) $50,001 - $100,000 Original ↗ · Row 11 · Ptr not_reported · P · $50,001 - $100,000	Jul 16, 2025	Sep 11, 2026
BMNR — BITMINE IMMERSIN TECH INC (BMNR) [ST]	Not reported	Purchase Source rows (5) $33,005–$145,000 Original ↗ · Row 12 · Ptr not_reported · P · $1,001 - $15,000 Original ↗ · Row 13 · Ptr not_reported · P · $1,001 - $15,000 Original ↗ · Row 14 · Ptr not_reported · P · $15,001 - $50,000 Original ↗ · Row 16 · Ptr not_reported · P · $1,001 - $15,000 Original ↗ · Row 17 · Ptr not_reported · P · $15,001 - $50,000	Jul 16, 2025	Sep 11, 2026
META — Meta Platforms, Inc. - Class A Common Stock (META) [ST]	Not reported	Purchase Source rows (1) $50,001 - $100,000 Original ↗ · Row 26 · Ptr not_reported · P · $50,001 - $100,000	Jul 16, 2025	Sep 11, 2026
MSFT — Microsoft Corporation - Common Stock (MSFT) [ST]	Not reported	Purchase Source rows (3) $80,003–$200,000 Original ↗ · Row 27 · Ptr not_reported · P · $15,001 - $50,000 Original ↗ · Row 28 · Ptr not_reported · P · $15,001 - $50,000 Original ↗ · Row 29 · Ptr not_reported · P · $50,001 - $100,000	Jul 16, 2025	Sep 11, 2026
NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST]	Not reported	Purchase Source rows (5) $315,005–$750,000 Original ↗ · Row 35 · Ptr not_reported · P · $50,001 - $100,000 Original ↗ · Row 41 · Ptr not_reported · P · $100,001 - $250,000 Original ↗ · Row 42 · Ptr not_reported · P · $100,001 - $250,000 Original ↗ · Row 43 · Ptr not_reported · P · $15,001 - $50,000 Original ↗ · Row 44 · Ptr not_reported · P · $50,001 - $100,000	Jul 16, 2025	Sep 11, 2026
SOUN — SoundHound AI, Inc. - Class A Common Stock (SOUN) [ST]	Not reported	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 56 · Ptr not_reported · P · $1,001 - $15,000	Jul 16, 2025	Sep 11, 2026
AMZN — Morgan Stanley - E*TRADE #2 ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 127 · Annual not_reported · P · $1,001 - $15,000	Jul 14, 2025	Sep 14, 2026
NVDA — Morgan Stanley - E*TRADE #2 ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (4) $265,004–$650,000 Original ↗ · Row 128 · Annual not_reported · P · $50,001 - $100,000 Original ↗ · Row 130 · Annual not_reported · P · $100,001 - $250,000 Original ↗ · Row 131 · Annual not_reported · P · $100,001 - $250,000 Original ↗ · Row 132 · Annual not_reported · P · $15,001 - $50,000	Jul 14, 2025	Sep 14, 2026
GOOG — Morgan Stanley - E*TRADE #2 ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $100,001 - $250,000 Original ↗ · Row 129 · Annual not_reported · P · $100,001 - $250,000	Jul 14, 2025	Sep 14, 2026
GOOG — Alphabet Inc. - Class C Capital Stock (GOOG) [ST]	Not reported	Purchase Source rows (1) $100,001 - $250,000 Original ↗ · Row 6 · Ptr not_reported · P · $100,001 - $250,000	Jul 14, 2025	Sep 11, 2026
AMZN — Amazon.com, Inc. - Common Stock (AMZN) [ST]	Not reported	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 8 · Ptr not_reported · P · $1,001 - $15,000	Jul 14, 2025	Sep 11, 2026
NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST]	Not reported	Purchase Source rows (4) $265,004–$650,000 Original ↗ · Row 45 · Ptr not_reported · P · $50,001 - $100,000 Original ↗ · Row 46 · Ptr not_reported · P · $100,001 - $250,000 Original ↗ · Row 47 · Ptr not_reported · P · $100,001 - $250,000 Original ↗ · Row 48 · Ptr not_reported · P · $15,001 - $50,000	Jul 14, 2025	Sep 11, 2026
NVDA — Morgan Stanley - E*TRADE #2 ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (2) $200,002–$500,000 Original ↗ · Row 133 · Annual not_reported · P · $100,001 - $250,000 Original ↗ · Row 136 · Annual not_reported · P · $100,001 - $250,000	Jul 10, 2025	Sep 14, 2026
UBER — Morgan Stanley - E*TRADE #2 ⇒ Uber Technologies, Inc. Common Stock (UBER) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 134 · Annual not_reported · P · $15,001 - $50,000	Jul 10, 2025	Sep 14, 2026
IREN — Morgan Stanley - E*TRADE #2 ⇒ IREN Limited - Ordinary Shares (IREN) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 135 · Annual not_reported · P · $15,001 - $50,000	Jul 10, 2025	Sep 14, 2026
IREN — IREN Limited - Ordinary Shares (IREN) [ST]	Not reported	Purchase Source rows (1) $15,001 - $50,000 Original ↗ · Row 20 · Ptr not_reported · P · $15,001 - $50,000	Jul 10, 2025	Sep 11, 2026
NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST]	Not reported	Purchase Source rows (2) $200,002–$500,000 Original ↗ · Row 49 · Ptr not_reported · P · $100,001 - $250,000 Original ↗ · Row 50 · Ptr not_reported · P · $100,001 - $250,000	Jul 10, 2025	Sep 11, 2026
UBER — Uber Technologies, Inc. Common Stock (UBER) [ST]	Not reported	Purchase Source rows (1) $15,001 - $50,000 Original ↗ · Row 58 · Ptr not_reported · P · $15,001 - $50,000	Jul 10, 2025	Sep 11, 2026
INTC — Morgan Stanley - E*TRADE #2 ⇒ Intel Corporation - Common Stock (INTC) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 76 · Annual not_reported · S · $1,001 - $15,000	Jun 30, 2025	Sep 14, 2026
AAPL — Morgan Stanley - E*TRADE #2 ⇒ Apple Inc. - Common Stock (AAPL) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (4) $215,004–$500,000 Original ↗ · Row 77 · Annual not_reported · P · $50,001 - $100,000 Original ↗ · Row 78 · Annual not_reported · P · $50,001 - $100,000 Original ↗ · Row 79 · Annual not_reported · P · $100,001 - $250,000 Original ↗ · Row 80 · Annual not_reported · P · $15,001 - $50,000	Jun 30, 2025	Sep 14, 2026
T — Morgan Stanley - E*TRADE #2 ⇒ AT&T Inc. (T) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 81 · Annual not_reported · P · $15,001 - $50,000	Jun 30, 2025	Sep 14, 2026
CSCO — Morgan Stanley - E*TRADE #2 ⇒ Cisco Systems, Inc. - Common Stock (CSCO) [ST]	Not reported	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $50,001 - $100,000 Original ↗ · Row 82 · Annual not_reported · P · $50,001 - $100,000	Jun 30, 2025	Sep 14, 2026

All disclosures

28 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
Sep 2, 2026	Cleo Fields — PTR filed 2026-09-02 Ptr	Not established	Parsed
Jul 30, 2026	Cleo Fields — PTR filed 2026-07-30 Ptr	Not established	Parsed
Jul 16, 2026	Cleo Fields — PTR filed 2026-07-16 Ptr	Not established	Parsed
Jun 26, 2026	Cleo Fields — PTR filed 2026-06-26 Ptr	Not established	Parsed
Jun 3, 2026	Cleo Fields — PTR filed 2026-06-03 Ptr	Not established	Parsed
May 15, 2026	Cleo Fields — Financial disclosure (A) filed 2026-05-15 Financial	Not established	Needs review
May 15, 2026	Cleo Fields — Financial disclosure (A) filed 2026-05-15 Financial	Not established	Needs review
May 14, 2026	Cleo Fields — Annual report filed 2026-05-14 Annual	Dec 31, 2025	Needs review
Apr 20, 2026	Cleo Fields — PTR filed 2026-04-20 Ptr	Not established	Parsed
Apr 7, 2026	Cleo Fields — PTR filed 2026-04-07 Ptr	Not established	Parsed
Mar 17, 2026	Cleo Fields — PTR filed 2026-03-17 Ptr	Not established	Parsed
Feb 24, 2026	Cleo Fields — PTR filed 2026-02-24 Ptr	Not established	Parsed
Feb 3, 2026	Cleo Fields — PTR filed 2026-02-03 Ptr	Not established	Parsed
Jan 16, 2026	Cleo Fields — PTR filed 2026-01-16 Ptr	Not established	Parsed
Dec 17, 2025	Cleo Fields — PTR filed 2025-12-17 Ptr	Not established	Parsed
Dec 10, 2025	Cleo Fields — PTR filed 2025-12-10 Ptr	Not established	Parsed
Nov 19, 2025	Cleo Fields — PTR filed 2025-11-19 Ptr	Not established	Parsed
Nov 12, 2025	Cleo Fields — PTR filed 2025-11-12 Ptr	Not established	Parsed
Oct 30, 2025	Cleo Fields — PTR filed 2025-10-30 Ptr	Not established	Parsed
Sep 30, 2025	Cleo Fields — PTR filed 2025-09-30 Ptr	Not established	Parsed
Sep 3, 2025	Cleo Fields — PTR filed 2025-09-03 Ptr	Not established	Parsed
Aug 6, 2025	Cleo Fields — PTR filed 2025-08-06 Ptr	Not established	Parsed
Jul 1, 2025	Cleo Fields — PTR filed 2025-07-01 Ptr	Not established	Parsed
May 15, 2025	Cleo Fields — Financial disclosure (H) filed 2025-05-15 Financial	Not established	Needs review
May 15, 2025	Cleo Fields — Financial disclosure (A) filed 2025-05-15 Financial	Not established	Needs review
Mar 14, 2025	Cleo Fields — PTR filed 2025-03-14 Ptr	Not established	Parsed
Aug 13, 2024	Cleo Fields — Financial disclosure (C) filed 2024-08-13 Financial	Not established	Needs review
May 17, 2024	Cleo Fields — Financial disclosure (X) filed 2024-05-17 Financial	Not established	Parsed