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 |
|---|---|---|---|---|---|---|
| V | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $425.51Nov 2, 2026 | Unavailable |
| WMT | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $127.69Nov 2, 2026 | Unavailable |
| WMT | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $127.69Nov 2, 2026 | Unavailable |
| ACN | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $260.94Nov 2, 2026 | Unavailable |
| APD | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $316.03Nov 2, 2026 | Unavailable |
| GOOG | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | $278.04Nov 2, 2026 | Unavailable |
| AMZN | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $245.63Nov 2, 2026 | Unavailable |
| AMGN | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $465.45Nov 2, 2026 | Unavailable |
| AAPL | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | $338.32Nov 2, 2026 | Unavailable |
| ADP | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $298.78Nov 2, 2026 | Unavailable |
| BRK.B | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | $556.11Nov 2, 2026 | Unavailable |
| CB | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $368.98Nov 2, 2026 | Unavailable |
| GD | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $373.46Nov 2, 2026 | Unavailable |
| HD | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| ITW | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $290.05Nov 2, 2026 | Unavailable |
| JNJ | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| JPM | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | $340.58Nov 2, 2026 | Unavailable |
| LMT | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $643.15Nov 2, 2026 | Unavailable |
| MCD | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $265.64Nov 2, 2026 | Unavailable |
| MRK | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $148.36Nov 2, 2026 | Unavailable |
| MSFT | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | $507.12Nov 2, 2026 | Unavailable |
| NVO | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| PEP | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $140.42Nov 2, 2026 | Unavailable |
| PG | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| HSY | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $171.25Nov 2, 2026 | Unavailable |
| UNP | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $307.00Nov 2, 2026 | Unavailable |
| UNH | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $400.44Nov 2, 2026 | Unavailable |
| V | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $425.51Nov 2, 2026 | Unavailable |
| WMT | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | $127.69Nov 2, 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 |
|---|---|---|---|---|
| DFS — Fidelity Joint TBE ⇒ Discover Financial Services (DFS) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Sep 11, 2023 | Sep 14, 2026 |
| HD — Fidelity Joint TBE ⇒ Home Depot, Inc. (HD) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Sep 11, 2023 | Sep 14, 2026 |
| JNJ — Fidelity Joint TBE ⇒ Johnson & Johnson (JNJ) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Sep 11, 2023 | Sep 14, 2026 |
| JPM — Fidelity Joint TBE ⇒ JP Morgan Chase & Co. (JPM) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Sep 11, 2023 | Sep 14, 2026 |
| MCD — Fidelity Joint TBE ⇒ McDonald's Corporation (MCD) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Sep 11, 2023 | Sep 14, 2026 |
| MRK — Fidelity Joint TBE ⇒ Merck & Company, Inc. Common Stock (MRK) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Sep 11, 2023 | Sep 14, 2026 |
| MSFT — Fidelity Joint TBE ⇒ Microsoft Corporation (MSFT) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Sep 11, 2023 | Sep 14, 2026 |
| NEE — Fidelity Joint TBE ⇒ NextEra Energy, Inc. (NEE) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Sep 11, 2023 | Sep 14, 2026 |
| PEP — Fidelity Joint TBE ⇒ Pepsico, Inc. (PEP) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Sep 11, 2023 | Sep 14, 2026 |
| PFE — Fidelity Joint TBE ⇒ Pfizer, Inc. (PFE) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Sep 11, 2023 | Sep 14, 2026 |
| PG — Fidelity Joint TBE ⇒ Procter & Gamble Company (PG) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Sep 11, 2023 | Sep 14, 2026 |
| SBUX — Fidelity Joint TBE ⇒ Starbucks Corporation (SBUX) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Sep 11, 2023 | Sep 14, 2026 |
| UPS — Fidelity Joint TBE ⇒ United Parcel Service, Inc. (UPS) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Sep 11, 2023 | Sep 14, 2026 |
| UNH — Fidelity Joint TBE ⇒ UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Sep 11, 2023 | Sep 14, 2026 |
| V — Fidelity Joint TBE ⇒ Visa Inc. (V) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Sep 11, 2023 | Sep 14, 2026 |
| WMT — Fidelity Joint TBE ⇒ Walmart Inc. (WMT) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Sep 11, 2023 | Sep 14, 2026 |
| GOOG — Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Joint | Sale (partial) | Sep 11, 2023 | Sep 12, 2026 |
| AAPL — Apple Inc. (AAPL) [ST] | Joint | Sale (partial) | Sep 11, 2023 | Sep 12, 2026 |
| BRK.B — Berkshire Hathaway Inc. New (BRK.B) [ST] | Joint | Sale (partial) | Sep 11, 2023 | Sep 12, 2026 |
| CSCO — Cisco Systems, Inc. (CSCO) [ST] | Joint | Sale (partial) | Sep 11, 2023 | Sep 12, 2026 |
| DFS — Discover Financial Services (DFS) [ST] | Joint | Sale | Sep 11, 2023 | Sep 12, 2026 |
| HD — Home Depot, Inc. (HD) [ST] | Joint | Sale (partial) | Sep 11, 2023 | Sep 12, 2026 |
| JNJ — Johnson & Johnson (JNJ) [ST] | Joint | Sale (partial) | Sep 11, 2023 | Sep 12, 2026 |
| JPM — JP Morgan Chase & Co. (JPM) [ST] | Joint | Sale (partial) | Sep 11, 2023 | Sep 12, 2026 |
| MCD — McDonald's Corporation (MCD) [ST] | Joint | Sale (partial) | Sep 11, 2023 | Sep 12, 2026 |
| MRK — Merck & Company, Inc. Common Stock (MRK) [ST] | Joint | Sale (partial) | Sep 11, 2023 | Sep 12, 2026 |
| MSFT — Microsoft Corporation (MSFT) [ST] | Joint | Sale (partial) | Sep 11, 2023 | Sep 12, 2026 |
| NEE — NextEra Energy, Inc. (NEE) [ST] | Joint | Sale | Sep 11, 2023 | Sep 12, 2026 |
| PEP — Pepsico, Inc. (PEP) [ST] | Joint | Sale (partial) | Sep 11, 2023 | Sep 12, 2026 |
| PFE — Pfizer, Inc. (PFE) [ST] | Joint | Sale | Sep 11, 2023 | Sep 12, 2026 |
| PG — Procter & Gamble Company (PG) [ST] | Joint | Sale (partial) | Sep 11, 2023 | Sep 12, 2026 |
| SBUX — Starbucks Corporation (SBUX) [ST] | Joint | Sale (partial) | Sep 11, 2023 | Sep 12, 2026 |
| UPS — United Parcel Service, Inc. (UPS) [ST] | Joint | Sale (partial) | Sep 11, 2023 | Sep 12, 2026 |
| UNH — UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Joint | Sale | Sep 11, 2023 | Sep 12, 2026 |
| V — Visa Inc. (V) [ST] | Joint | Sale (partial) | Sep 11, 2023 | Sep 12, 2026 |
| WMT — Walmart Inc. (WMT) [ST] | Joint | Sale (partial) | Sep 11, 2023 | Sep 12, 2026 |
| AAPL — Fidelity Joint TBE ⇒ Apple Inc. (AAPL) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Apr 19, 2023 | Sep 14, 2026 |
| SBUX — Fidelity Joint TBE ⇒ Starbucks Corporation (SBUX) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Apr 19, 2023 | Sep 14, 2026 |
| CMCSA — Fidelity Roth IRA ⇒ Comcast Corporation - Class A (CMCSA) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Apr 19, 2023 | Sep 14, 2026 |
| COST — Fidelity Roth IRA ⇒ Costco Wholesale Corporation (COST) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Apr 19, 2023 | Sep 14, 2026 |
| CMCSA — Fidelity Traditional IRA ⇒ Comcast Corporation - Class A (CMCSA) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Apr 19, 2023 | Sep 14, 2026 |
| COST — Fidelity Traditional IRA ⇒ Costco Wholesale Corporation (COST) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Apr 19, 2023 | Sep 14, 2026 |
| AAPL — Apple Inc. (AAPL) [ST] | Joint | Sale (partial) | Apr 19, 2023 | Sep 12, 2026 |
| CMCSA — Comcast Corporation - Class A (CMCSA) [ST] | Not reported | PurchaseSource rows (2)$51,002–$115,000 Original ↗ · Row 2 · Ptr Original ↗ · Row 3 · Ptr | Apr 19, 2023 | Sep 12, 2026 |
| COST — Costco Wholesale Corporation (COST) [ST] | Not reported | PurchaseSource rows (2)$51,002–$115,000 Original ↗ · Row 4 · Ptr Original ↗ · Row 5 · Ptr | Apr 19, 2023 | Sep 12, 2026 |
| SBUX — Starbucks Corporation (SBUX) [ST] | Joint | Sale (partial) | Apr 19, 2023 | Sep 12, 2026 |
| BRK.A — Fidelity Joint TBE ⇒ Berkshire Hathaway Inc. (BRK.A) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Feb 21, 2023 | Sep 14, 2026 |
| MSFT — Fidelity Joint TBE ⇒ Microsoft Corporation (MSFT) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Feb 21, 2023 | Sep 14, 2026 |
| WMT — Fidelity Joint TBE ⇒ Walmart Inc. (WMT) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Feb 21, 2023 | Sep 14, 2026 |
| BRK.A — Berkshire Hathaway Inc. (BRK.A) [ST] | Joint | Sale (partial) | Feb 21, 2023 | Sep 12, 2026 |
43 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.