Republican · House FL18
Wikipedia biography ↗Years Elected: About 5.8Rank: #105
Federal elected service; earlier service not yet verified.
6.96%
Cumulative estimated return
SPY: 13.01%
Outperformance: -6.05 percentage points
2025-10-24 – 2026-10-26
22.49%
Cumulative estimated return
SPY: 85.52%
Outperformance: -63.03 percentage points
2023-10-26 – 2026-10-26
-13.13%
Cumulative estimated return
SPY: 67.86%
Outperformance: -80.99 percentage points
2021-10-26 – 2026-10-26
As of Oct 26, 2026. 155 parsed trades. Ranks use three-year return.
Returns use correctly parsed individual-stock holdings, purchases and sales, with Tradier prices for unsold positions. Bounded reported amounts use their midpoint; trades reported as “over $5 million” use $5 million. Daily returns exclude cash contributions and holdings-value reconciliations. Sale proceeds remain as cash. Unparsed records and entries without usable amounts or prices are omitted; no missing trades or holdings are invented. Sales can only reduce observed holdings. The dates on each card show the available calculation period, which can be shorter than the requested period. These are estimates of the parsed portion of the portfolio, not verified brokerage returns.
Last reported holdings valued Dec 31, 2025. Original disclosure ↗. These are reported positions, not a live account balance.
| Asset | Owner | Reported value | Purchased | Purchase price | Last close | Current ROI |
|---|---|---|---|---|---|---|
| BWIN | Joint | $500,001 - $1,000,000 | Unavailable | Unavailable | $31.93Oct 30, 2026 | Unavailable |
| ACN | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $258.24Oct 30, 2026 | Unavailable |
| ACN | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $258.24Oct 30, 2026 | Unavailable |
| APD | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $316.43Oct 30, 2026 | Unavailable |
| APD | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $316.43Oct 30, 2026 | Unavailable |
| GOOG | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $278.22Oct 30, 2026 | Unavailable |
| GOOG | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $278.22Oct 30, 2026 | Unavailable |
| AMZN | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $240.35Oct 30, 2026 | Unavailable |
| AMZN | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $240.35Oct 30, 2026 | Unavailable |
| AMGN | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $466.01Oct 30, 2026 | Unavailable |
| AMGN | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $466.01Oct 30, 2026 | Unavailable |
| AAPL | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $344.63Oct 30, 2026 | Unavailable |
| AAPL | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $344.63Oct 30, 2026 | Unavailable |
| ADP | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $293.84Oct 30, 2026 | Unavailable |
| ADP | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $293.84Oct 30, 2026 | Unavailable |
| BRK.B | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $542.49Oct 30, 2026 | Unavailable |
| BRK.B | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $542.49Oct 30, 2026 | Unavailable |
| CB | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $364.12Oct 30, 2026 | Unavailable |
| CB | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $364.12Oct 30, 2026 | Unavailable |
| GD | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $372.59Oct 30, 2026 | Unavailable |
| GD | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $372.59Oct 30, 2026 | Unavailable |
| HD | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| HD | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| ITW | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $278.55Oct 30, 2026 | Unavailable |
| ITW | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $278.55Oct 30, 2026 | Unavailable |
| JNJ | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| JNJ | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| JPM | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $337.04Oct 30, 2026 | Unavailable |
| JPM | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $337.04Oct 30, 2026 | Unavailable |
| LMT | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $636.95Oct 30, 2026 | Unavailable |
| LMT | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $636.95Oct 30, 2026 | Unavailable |
| MCD | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $258.12Oct 30, 2026 | Unavailable |
| MCD | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $258.12Oct 30, 2026 | Unavailable |
| MRK | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $149.52Oct 30, 2026 | Unavailable |
| MRK | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $149.52Oct 30, 2026 | Unavailable |
| MSFT | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $521.91Oct 30, 2026 | Unavailable |
| MSFT | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $521.91Oct 30, 2026 | Unavailable |
| NVO | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| NVO | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| PEP | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $137.34Oct 30, 2026 | Unavailable |
| PEP | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $137.34Oct 30, 2026 | Unavailable |
| PG | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| PG | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| HSY | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $165.61Oct 30, 2026 | Unavailable |
| HSY | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $165.61Oct 30, 2026 | Unavailable |
| UNP | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $304.00Oct 30, 2026 | Unavailable |
| UNP | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $304.00Oct 30, 2026 | Unavailable |
| UNH | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $406.97Oct 30, 2026 | Unavailable |
| UNH | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $406.97Oct 30, 2026 | Unavailable |
| V | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $413.59Oct 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.
| Asset | Owner | Estimated units | Estimated value |
|---|---|---|---|
| Fidelity Joint TBE ⇒ The Baldwin Insurance Group, Inc. - Class A Common Stock (BWIN) [ST] | joint | 31211.00707449022055763628797 | 998440.12 |
| Cisco Systems, Inc. - Common Stock (CSCO) [ST] | joint | 13.0171881639691897667779213 | 1435.01 |
| Fidelity Joint TBE ⇒ Walt Disney Company (DIS) [ST] | joint | 291.4581651869787463007801991 | 32176.98 |
| Kenvue Inc. Common Stock (KVUE) [ST] | joint | 5.1925729213428452439545462 | 101.26 |
| PNC Financial Services Group, Inc. (PNC) [ST] | joint | 2.6493854470051918450044321 | 598.34 |
| Starbucks Corporation - Common Stock (SBUX) [ST] | joint | 168.2699422243165288649054865 | 17279.64 |
| Fidelity Joint TBE ⇒ AT&T Inc. (T) [ST] | joint | 1750.397660487804768277500862 | 36495.79 |
| Verizon Communications Inc. (VZ) [ST] | joint | 46.198481180058479973249058 | 1991.15 |
| Fidelity Traditional IRA ⇒ Apple Inc. - Common Stock (AAPL) [ST] | not_reported | 673.1442654307364084455234312 | 231501.04 |
| Accenture plc Class A Ordinary Shares (ACN) [ST] | not_reported | 353.4679793920194481970277403 | 87387.89 |
| Fidelity Traditional IRA ⇒ Automatic Data Processing, Inc. - Common Stock (ADP) [ST] | not_reported | 322.6723166038175951483108502 | 97163.09 |
| Fidelity Traditional IRA ⇒ Amgen Inc. - Common Stock (AMGN) [ST] | not_reported | 253.5852861201918670373651890 | 112751.63 |
| Fidelity Traditional IRA ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST] | not_reported | 359.5918897842474655575773330 | 89570.74 |
| Fidelity Traditional IRA ⇒ Air Products and Chemicals, Inc. Common Stock (APD) [ST] | not_reported | 336.0092300218605780908428468 | 102724.74 |
| Fidelity Traditional IRA ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | not_reported | 364.0724161941708942604197752 | 199715.56 |
| Fidelity Traditional IRA ⇒ Chubb Limited Common Stock (CB) [ST] | not_reported | 265.9265667051134179161860822 | 94866.64 |
| Comcast Corporation - Class A Common Stock (CMCSA) [ST] | not_reported | 1032.952766617860411735413812 | 22776.61 |
| Costco Wholesale Corporation - Common Stock (COST) [ST] | not_reported | 4.00642093897825060006743901 | 4027.09 |
| Fidelity Traditional IRA ⇒ Walt Disney Company (DIS) [ST] | not_reported | 363.2050937135682898394762802 | 40097.84 |
| Fidelity Traditional IRA ⇒ General Dynamics Corporation Common Stock (GD) [ST] | not_reported | 246.5425057921939048297986099 | 88025.54 |
| Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | not_reported | 637.5962694186860366375581896 | 200326.37 |
| The Hershey Company Common Stock (HSY) [ST] | not_reported | 93.6497897220818449745665223 | 15754.70 |
| Fidelity Traditional IRA ⇒ Illinois Tool Works Inc. Common Stock (ITW) [ST] | not_reported | 336.9914738124238733252131547 | 93083.78 |
| JP Morgan Chase & Co. Common Stock (JPM) [ST] | not_reported | 621.2152749396496311179126823 | 207510.75 |
| Fidelity Traditional IRA ⇒ Lockheed Martin Corporation Common Stock (LMT) [ST] | not_reported | 171.6066739719230053548907313 | 109004.56 |
| Fidelity Traditional IRA ⇒ McDonald's Corporation Common Stock (MCD) [ST] | not_reported | 271.5734711906553676013480352 | 68118.77 |
| Fidelity Traditional IRA ⇒ Medtronic plc. Ordinary Shares (MDT) [ST] | not_reported | 1067.949047864127637673700463 | 101230.89 |
| Fidelity Traditional IRA ⇒ Merck & Company, Inc. Common Stock (MRK) [ST] | not_reported | 384.7710431312939388181645450 | 54102.66 |
| Fidelity Traditional IRA ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | not_reported | 429.0579380505355444357139904 | 228516.26 |
| Pepsico, Inc. (PEP) [ST] | not_reported | 338.4638665718291265247725832 | 45848.32 |
| Pfizer, Inc. Common Stock (PFE) [ST] | not_reported | 37.270009287075648428323625 | 1110.27 |
| Fidelity Traditional IRA ⇒ PNC Financial Services Group, Inc. (PNC) [ST] | not_reported | 525.5223502595922502216031404 | 118683.97 |
| Fidelity Traditional IRA ⇒ UnitedHealth Group Incorporated Common Stock (UNH) [ST] | not_reported | 251.4343703613946866196116446 | 103264.10 |
| Fidelity Traditional IRA ⇒ Union Pacific Corporation Common Stock (UNP) [ST] | not_reported | 358.8146290852498703095279267 | 106557.18 |
| Fidelity Traditional IRA ⇒ Visa Inc. (V) [ST] | not_reported | 236.6656211684867839525533917 | 95650.78 |
| Fidelity Traditional IRA ⇒ Verizon Communications Inc. (VZ) [ST] | not_reported | 1027.944162436548223350253807 | 44304.39 |
| Fidelity Traditional IRA ⇒ Walmart Inc. - Common Stock (WMT) [ST] | not_reported | 1862.498878018131226999371690 | 224039.99 |
| Apple Inc. - Common Stock (AAPL) [ST] | spouse | 3.72846098177599347786975538 | 1282.26 |
| Accenture plc Class A Ordinary Shares (ACN) [ST] | spouse | 73.92828502004777469721409887 | 18277.29 |
| Fidelity Roth IRA ⇒ Automatic Data Processing, Inc. - Common Stock (ADP) [ST] | spouse | 31.10251525871787894102554134 | 9365.59 |
| Fidelity Roth IRA ⇒ Amgen Inc. - Common Stock (AMGN) [ST] | spouse | 24.44318841465277565610583239 | 10868.17 |
| Fidelity Roth IRA ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST] | spouse | 34.66120786760246079195910233 | 8633.76 |
| Fidelity Roth IRA ⇒ Air Products and Chemicals, Inc. Common Stock (APD) [ST] | spouse | 32.38806574366448060885758238 | 9901.68 |
| Fidelity Roth IRA ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | spouse | 15.91664179846811896946185218 | 8731.23 |
| Fidelity Roth IRA ⇒ Chubb Limited Common Stock (CB) [ST] | spouse | 25.63276944764834038190439575 | 9144.23 |
| Costco Wholesale Corporation - Common Stock (COST) [ST] | spouse | 0.386180536647696942516831673 | 388.17 |
| Fidelity Roth IRA ⇒ General Dynamics Corporation Common Stock (GD) [ST] | spouse | 23.76433196696964296322699459 | 8484.82 |
| Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | spouse | 1.83941792091675684150975113 | 577.93 |
| The Hershey Company Common Stock (HSY) [ST] | spouse | 9.02694115337786051636750716 | 1518.60 |
| Fidelity Roth IRA ⇒ Illinois Tool Works Inc. Common Stock (ITW) [ST] | spouse | 32.48274462038164839626471782 | 8972.38 |
| JP Morgan Chase & Co. Common Stock (JPM) [ST] | spouse | 2.07152222411366190433189898 | 691.97 |
| Fidelity Roth IRA ⇒ Lockheed Martin Corporation Common Stock (LMT) [ST] | spouse | 16.54123679368164244216097753 | 10506.99 |
| McDonald's Corporation Common Stock (MCD) [ST] | spouse | 56.14935423372943087431325490 | 14083.94 |
| Fidelity Roth IRA ⇒ Merck & Company, Inc. Common Stock (MRK) [ST] | spouse | 76.00703021090632718981569447 | 10687.35 |
| Fidelity Roth IRA ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | spouse | 16.54294694181382076837186221 | 8810.77 |
| Pepsico, Inc. (PEP) [ST] | spouse | 112.0111073745047118090535196 | 15173.02 |
| Starbucks Corporation - Common Stock (SBUX) [ST] | spouse | 21.06010893483783187790313376 | 2162.66 |
| Fidelity Roth IRA ⇒ UnitedHealth Group Incorporated Common Stock (UNH) [ST] | spouse | 24.23586077368150010602526431 | 9953.67 |
| Fidelity Roth IRA ⇒ Union Pacific Corporation Common Stock (UNP) [ST] | spouse | 34.58628739408611447345668338 | 10271.09 |
| Fidelity Roth IRA ⇒ Visa Inc. (V) [ST] | spouse | 22.81229505859542071797211371 | 9219.82 |
| Fidelity Roth IRA ⇒ Walmart Inc. - Common Stock (WMT) [ST] | spouse | 71.81132752894713221434341621 | 8638.18 |
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 |
|---|---|---|---|---|---|---|
| AAPL | Spouse | Aug 7, 2024 | $209.82 | Aug 20, 2026 | $311.30 | 48.37% |
| GOOG | Spouse | Aug 7, 2024 | $160.75 | Aug 20, 2026 | $338.20 | 110.39% |
| CMCSA | Spouse | Aug 7, 2024 | $36.08 | Aug 4, 2025 | $30.50 | -15.45% |
324 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 |
|---|---|---|---|---|
| ACN — Accenture plc Class A Ordinary Shares (ACN) [ST] | Multiple owners | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 1 · Ptr Original ↗ · Row 2 · Ptr | Aug 26, 2026 | Sep 21, 2026 |
| MCD — McDonald's Corporation Common Stock (MCD) [ST] | Spouse | Purchase | Aug 26, 2026 | Sep 21, 2026 |
| NVO — Novo Nordisk A/S Common Stock (NVO) [ST] | Not reported | Purchase | Aug 26, 2026 | Sep 21, 2026 |
| PEP — Pepsico, Inc. (PEP) [ST] | Multiple owners | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 11 · Ptr Original ↗ · Row 12 · Ptr | Aug 26, 2026 | Sep 21, 2026 |
| GOOG — Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Multiple owners | Sale (partial)Source rows (2)$2,002–$30,000 Original ↗ · Row 3 · Ptr Original ↗ · Row 4 · Ptr | Aug 20, 2026 | Sep 21, 2026 |
| AAPL — Apple Inc. - Common Stock (AAPL) [ST] | Spouse | Sale (partial) | Aug 20, 2026 | Sep 21, 2026 |
| JPM — JP Morgan Chase & Co. Common Stock (JPM) [ST] | Multiple owners | Sale (partial)Source rows (2)$2,002–$30,000 Original ↗ · Row 6 · Ptr Original ↗ · Row 7 · Ptr | Aug 20, 2026 | Sep 21, 2026 |
| HSY — The Hershey Company Common Stock (HSY) [ST] | Multiple owners | SaleSource rows (3)$52,003–$130,000 Original ↗ · Row 1 · Ptr Original ↗ · Row 2 · Ptr Original ↗ · Row 3 · Ptr | Feb 10, 2026 | Sep 11, 2026 |
| UNP — Fidelity Traditional IRA ⇒ Union Pacific Corporation Common Stock (UNP) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 14, 2025 | Sep 14, 2026 |
| UNP — Fidelity Roth IRA ⇒ Union Pacific Corporation Common Stock (UNP) [ST] | Multiple owners | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (2)$2,002–$30,000 Original ↗ · Row 36 · Annual Original ↗ · Row 42 · Annual | Oct 14, 2025 | Sep 14, 2026 |
| UNP — Union Pacific Corporation Common Stock (UNP) [ST] | Multiple owners | PurchaseSource rows (3)$52,003–$130,000 Original ↗ · Row 4 · Ptr Original ↗ · Row 5 · Ptr Original ↗ · Row 6 · Ptr | Oct 14, 2025 | Sep 11, 2026 |
| CMCSA — Fidelity Traditional IRA ⇒ Comcast Corporation - Class A Common Stock (CMCSA) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Aug 4, 2025 | Sep 14, 2026 |
| NVO — Fidelity Traditional IRA ⇒ Novo Nordisk A/S Common Stock (NVO) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Aug 4, 2025 | Sep 14, 2026 |
| CMCSA — Fidelity Roth IRA ⇒ Comcast Corporation - Class A Common Stock (CMCSA) [ST] | Multiple owners | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (2)$2,002–$30,000 Original ↗ · Row 33 · Annual Original ↗ · Row 39 · Annual | Aug 4, 2025 | Sep 14, 2026 |
| NVO — Fidelity Roth IRA ⇒ Novo Nordisk A/S Common Stock (NVO) [ST] | Multiple owners | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (2)$2,002–$30,000 Original ↗ · Row 34 · Annual Original ↗ · Row 40 · Annual | Aug 4, 2025 | Sep 14, 2026 |
| CMCSA — Comcast Corporation - Class A Common Stock (CMCSA) [ST] | Multiple owners | SaleSource rows (3)$17,003–$80,000 Original ↗ · Row 1 · Ptr Original ↗ · Row 2 · Ptr Original ↗ · Row 3 · Ptr | Aug 4, 2025 | Sep 11, 2026 |
| NVO — Novo Nordisk A/S Common Stock (NVO) [ST] | Multiple owners | PurchaseSource rows (4)$18,004–$95,000 Original ↗ · Row 4 · Ptr Original ↗ · Row 5 · Ptr Original ↗ · Row 6 · Ptr Original ↗ · Row 7 · Ptr | Aug 4, 2025 | Sep 11, 2026 |
| UPS — Fidelity Traditional IRA ⇒ United Parcel Service, Inc. Common Stock (UPS) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 22, 2025 | Sep 14, 2026 |
| UPS — Fidelity Roth IRA ⇒ United Parcel Service, Inc. Common Stock (UPS) [ST] | Multiple owners | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (2)$2,002–$30,000 Original ↗ · Row 37 · Annual Original ↗ · Row 38 · Annual | Jul 22, 2025 | Sep 14, 2026 |
| UPS — United Parcel Service, Inc. Common Stock (UPS) [ST] | Multiple owners | SaleSource rows (3)$52,003–$130,000 Original ↗ · Row 1 · Ptr Original ↗ · Row 2 · Ptr Original ↗ · Row 3 · Ptr | Jul 22, 2025 | Sep 11, 2026 |
| GOOG — Fidelity Joint TBE ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 16, 2025 | Sep 14, 2026 |
| AAPL — Fidelity Joint TBE ⇒ Apple Inc. - Common Stock (AAPL) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 16, 2025 | Sep 14, 2026 |
| BRK.B — Fidelity Joint TBE ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 16, 2025 | Sep 14, 2026 |
| CSCO — Fidelity Joint TBE ⇒ Cisco Systems, Inc. - Common Stock (CSCO) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 16, 2025 | Sep 14, 2026 |
| HD — Fidelity Joint TBE ⇒ Home Depot, Inc. (HD) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 16, 2025 | Sep 14, 2026 |
| JPM — Fidelity Joint TBE ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 16, 2025 | Sep 14, 2026 |
| JNJ — Fidelity Joint TBE ⇒ Johnson & Johnson Common Stock (JNJ) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 16, 2025 | Sep 14, 2026 |
| KVUE — Fidelity Joint TBE ⇒ Kenvue Inc. Common Stock (KVUE) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 16, 2025 | Sep 14, 2026 |
| MCD — Fidelity Joint TBE ⇒ McDonald's Corporation Common Stock (MCD) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 16, 2025 | Sep 14, 2026 |
| MRK — Fidelity Joint TBE ⇒ Merck & Company, Inc. Common Stock (MRK) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 16, 2025 | Sep 14, 2026 |
| MSFT — Fidelity Joint TBE ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 16, 2025 | Sep 14, 2026 |
| PEP — Fidelity Joint TBE ⇒ Pepsico, Inc. (PEP) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 16, 2025 | Sep 14, 2026 |
| PG — Fidelity Joint TBE ⇒ Procter & Gamble Company (PG) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 16, 2025 | Sep 14, 2026 |
| UPS — Fidelity Joint TBE ⇒ United Parcel Service, Inc. Common Stock (UPS) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 16, 2025 | Sep 14, 2026 |
| V — Fidelity Joint TBE ⇒ Visa Inc. (V) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 16, 2025 | Sep 14, 2026 |
| WMT — Fidelity Joint TBE ⇒ Walmart Inc. Common Stock (WMT) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 16, 2025 | Sep 14, 2026 |
| GOOG — Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Joint | Sale | Jun 16, 2025 | Sep 11, 2026 |
| AAPL — Apple Inc. - Common Stock (AAPL) [ST] | Joint | Sale | Jun 16, 2025 | Sep 11, 2026 |
| BRK.B — Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | Joint | Sale | Jun 16, 2025 | Sep 11, 2026 |
| CSCO — Cisco Systems, Inc. - Common Stock (CSCO) [ST] | Joint | Sale | Jun 16, 2025 | Sep 11, 2026 |
| HD — Home Depot, Inc. (HD) [ST] | Joint | Sale | Jun 16, 2025 | Sep 11, 2026 |
| JNJ — Johnson & Johnson Common Stock (JNJ) [ST] | Joint | Sale | Jun 16, 2025 | Sep 11, 2026 |
| JPM — JP Morgan Chase & Co. Common Stock (JPM) [ST] | Joint | Sale | Jun 16, 2025 | Sep 11, 2026 |
| KVUE — Kenvue Inc. Common Stock (KVUE) [ST] | Joint | Sale | Jun 16, 2025 | Sep 11, 2026 |
| MCD — McDonald's Corporation Common Stock (MCD) [ST] | Joint | Sale | Jun 16, 2025 | Sep 11, 2026 |
| MRK — Merck & Company, Inc. Common Stock (MRK) [ST] | Joint | Sale | Jun 16, 2025 | Sep 11, 2026 |
| MSFT — Microsoft Corporation - Common Stock (MSFT) [ST] | Joint | Sale | Jun 16, 2025 | Sep 11, 2026 |
| PEP — Pepsico, Inc. (PEP) [ST] | Joint | Sale | Jun 16, 2025 | Sep 11, 2026 |
| PG — Procter & Gamble Company (PG) [ST] | Joint | Sale | Jun 16, 2025 | Sep 11, 2026 |
| UPS — United Parcel Service, Inc. Common Stock (UPS) [ST] | Joint | Sale | Jun 16, 2025 | Sep 11, 2026 |
43 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.