Democrat · House OR04
Wikipedia biography ↗Years Elected: About 3.8Rank: #15
Federal elected service; earlier service not yet verified.
4.16%
Cumulative estimated return
SPY: 13.01%
Outperformance: -8.85 percentage points
2025-10-24 – 2026-10-26
95.25%
Cumulative estimated return
SPY: 85.52%
Outperformance: 9.73 percentage points
2023-10-26 – 2026-10-26
95.31%
Cumulative estimated return
SPY: 61.14%
Outperformance: 34.17 percentage points
2021-12-31 – 2026-10-26
As of Oct 26, 2026. 393 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 |
|---|---|---|---|---|---|---|
| P | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
ROI is the price change from the latest matched, unsold purchase to the last stored close, as on the ticker page. Purchase prices are that day’s closing prices. Missing acquisition or price evidence is unavailable; dividends are excluded.
| Asset | Owner | Estimated units | Estimated value |
|---|---|---|---|
| Arthur J. Gallagher & Co. Common Stock (AJG) [ST] | spouse | 1.89935575027236712187316629 | 506.73 |
| AMETEK, Inc. (AME) [ST] | spouse | 1.82273451711833247402201973 | 442.58 |
| Amazon.com, Inc. - Common Stock (AMZN) [ST] | spouse | 186.8999115606501221169882089 | 46554.90 |
| Arista Networks, Inc. Common Stock (ANET) [ST] | spouse | 18.30145696839468155344888057 | 3243.75 |
| Amphenol Corporation Common Stock (APH) [ST] | spouse | 102.7962873018005449516191815 | 7737.48 |
| Applovin Corporation - Class A Common Stock (APP) [ST] | spouse | 12.41970675073214712553205725 | 3238.31 |
| Ares Management Corporation Class A Common Stock (ARES) [ST] | spouse | 1.02784857437565570559304739 | 125.27 |
| ASML Holding N.V. - New York Registry Shares (ASML) [ST] | spouse | 0.61748719226657054729579246 | 982.36 |
| AutoZone, Inc. Common Stock (AZO) [ST] | spouse | 0.556725696318441750604901063 | 1775.99 |
| Boeing Company (BA) [ST] | spouse | 8.21942417485763411746210322 | 1547.80 |
| Bank of America Corporation Common Stock (BAC) [ST] | spouse | 205.1953495674829709685275536 | 10366.47 |
| Fidelity Rollover IRA ⇒ BJ's Wholesale Club Holdings, Inc. Common Stock (BJ) [ST] | spouse | 89.54113038612199216564073867 | 9523.59 |
| Booking Holdings Inc. - Common Stock (BKNG) [ST] | spouse | 3.95039505733729883193127258 | 604.96 |
| BlackRock, Inc. Common Stock (BLK) [ST] | spouse | 0.735387583236661470674586234 | 829.27 |
| Fidelity Rollover IRA ⇒ Bristol-Myers Squibb Company Common Stock (BMY) [ST] | spouse | 141.4515558698727015558698727 | 8714.83 |
| The Bank of New York Mellon Corporation Common Stock (BK) [ST] | spouse | 14.95074489835677616873037633 | 2200.45 |
| Boston Scientific Corporation Common Stock (BSX) [ST] | spouse | 7.67438819718020991578091624 | 349.80 |
| Blackstone Inc. Common Stock (BX) [ST] | spouse | 2.94755597673730317509462327 | 350.94 |
| Coca-Cola Europacific Partners plc - Ordinary Shares (CCEP) [ST] | spouse | 16.50211490742382866306403470 | 1853.02 |
| Crown Castle Inc. Common Stock (CCI) [ST] | spouse | 3.35409366538653863985054196 | 293.38 |
| Cadence Design Systems, Inc. - Common Stock (CDNS) [ST] | spouse | 4.78611765172372241532861915 | 1541.94 |
| Fidelity Rollover IRA ⇒ CF Industries Holdings, Inc. Common Stock (CF) [ST] | spouse | 93.77051101734646038443506798 | 11331.23 |
| The Cigna Group Common Stock (CI) [ST] | spouse | 1.39229991313949761528112054 | 425.74 |
| Fidelity Rollover IRA ⇒ Centene Corporation Common Stock (CNC) [ST] | spouse | 132.0650379663255199735886431 | 8984.38 |
| Canadian Natural Resources Limited Common Stock (CNQ) [ST] | spouse | 10.2409052636374430057678092 | 564.38 |
| Capital One Financial Corporation Common Stock (COF) [ST] | spouse | 4.50455128126967760987876880 | 911.50 |
| ConocoPhillips Common Stock (COP) [ST] | spouse | 1.48122497008508453563169062 | 224.21 |
| Costco Wholesale Corporation - Common Stock (COST) [ST] | spouse | 0.252897980691414196284396550 | 254.20 |
| CRH PLC Ordinary Shares (CRH) [ST] | spouse | 16.35487771931160725889903995 | 1397.20 |
| CoreWeave, Inc. - Class A Common Stock (CRWV) [ST] | spouse | 57.08119292237442922374429224 | 3150.31 |
| Cisco Systems, Inc. - Common Stock (CSCO) [ST] | spouse | 16.6878511432664527127067844 | 1839.67 |
| Cintas Corporation - Common Stock (CTAS) [ST] | spouse | 3.90552699858351633889658785 | 882.38 |
| CVS Health Corporation Common Stock (CVS) [ST] | spouse | 73.6428495508992934071230037 | 6814.17 |
| Deere & Company Common Stock (DE) [ST] | spouse | 1.92039306812452366272429412 | 1231.45 |
| Fidelity Rollover IRA ⇒ Danaher Corporation Common Stock (DHR) [ST] | spouse | 34.85297320845131779568721411 | 8119.70 |
| Walt Disney Company (DIS) [ST] | spouse | 0.57608035818758044369416445 | 63.60 |
| Fidelity Rollover IRA ⇒ Edison International Common Stock (EIX) [ST] | spouse | 100.2066633266533066132264529 | 5789.94 |
| Elevance Health, Inc. Common Stock (ELV) [ST] | spouse | 1.50913446162343471525662902 | 650.92 |
| Eaton Corporation, PLC Ordinary Shares (ETN) [ST] | spouse | 2.39751896203689455583342034 | 891.69 |
| GoDaddy Inc. Class A Common Stock (GDDY) [ST] | spouse | 55.18728012692281161619645444 | 6060.67 |
| Gen Digital Inc. - Common Stock (GEN) [ST] | spouse | 15.8465516349566202527972588 | 386.81 |
| GE Vernova Inc. Common Stock (GEV) [ST] | spouse | 11.69196481936286620518587299 | 9992.19 |
| Gilead Sciences, Inc. - Common Stock (GILD) [ST] | spouse | 16.67917858097299474369951798 | 2646.82 |
| Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | spouse | 10.30536805202943382100647787 | 3237.84 |
| Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | spouse | 71.1503187271938547783247586 | 22540.42 |
| Heico Corporation Common Stock (HEI.A) [ST] | spouse | 11.31356401931285996208481942 | 2648.73 |
| The Hartford Insurance Group, Inc. Common Stock (HIG) [ST] | spouse | 1.16391475225654682103271116 | 158.22 |
| Hilton Worldwide Holdings Inc. Common Stock (HLT) [ST] | spouse | 2.03031918513923786654775189 | 714.45 |
| KKR & Co. Inc. Common Stock (KKR) [ST] | spouse | 65.93208219570933371908337301 | 6040.70 |
| KLA Corporation - Common Stock (KLAC) [ST] | spouse | 22.65104598835006128934149822 | 3379.76 |
| Knight-Swift Transportation Holdings Inc. (KNX) [ST] | spouse | 180.9249208502939846223428313 | 10933.29 |
| Lennar Corporation Class A Common Stock (LEN) [ST] | spouse | 7.94488433183409366685920527 | 667.21 |
| Linde plc - Ordinary Shares (LIN) [ST] | spouse | 2.43953032066604363793577317 | 1238.21 |
| Lockheed Martin Corporation Common Stock (LMT) [ST] | spouse | 0.02469578096811371879751048 | 15.69 |
| Lowe's Companies, Inc. Common Stock (LOW) [ST] | spouse | 1.62327988780231308541954703 | 321.77 |
| Mastercard Incorporated Common Stock (MA) [ST] | spouse | 1.15690779949350923142348819 | 709.76 |
| McKesson Corporation Common Stock (MCK) [ST] | spouse | 0.53576053776124375850786989 | 531.94 |
| Moody's Corporation Common Stock (MCO) [ST] | spouse | 0.12087952599946492175888608 | 58.56 |
| MercadoLibre, Inc. - Common Stock (MELI) [ST] | spouse | 0.813509098991121049317550038 | 1357.52 |
| Martin Marietta Materials, Inc. Common Stock (MLM) [ST] | spouse | 2.48913668689813291336024139 | 1254.33 |
| Microsoft Corporation - Common Stock (MSFT) [ST] | spouse | 66.39295435786810675105783705 | 35360.89 |
| Motorola Solutions, Inc. Common Stock (MSI) [ST] | spouse | 0.31217925494285652977813509 | 151.60 |
| M&T Bank Corporation Common Stock (MTB) [ST] | spouse | 2.67669977170975307362680913 | 593.69 |
| Micron Technology, Inc. - Common Stock (MU) [ST] | spouse | 46.98593664566626521192446253 | 42461.19 |
| Netflix, Inc. - Common Stock (NFLX) [ST] | spouse | 104.5174598137957404642525522 | 6678.67 |
| Northrop Grumman Corporation Common Stock (NOC) [ST] | spouse | 3.18433153916371572775500254 | 1800.45 |
| ServiceNow, Inc. Common Stock (NOW) [ST] | spouse | 3.88281597661793695561089781 | 614.18 |
| Northern Trust Corporation - Common Stock (NTRS) [ST] | spouse | 0.34951354769170883354923891 | 59.26 |
| NVIDIA Corporation - Common Stock (NVDA) [ST] | spouse | 54.9976602535037193514939306 | 11879.49 |
| NXP Semiconductors N.V. - Common Stock (NXPI) [ST] | spouse | 3.03163514870855317409699607 | 745.27 |
| O'Reilly Automotive, Inc. - Common Stock (ORLY) [ST] | spouse | 24.07570755531123930598795112 | 2192.09 |
| Fidelity Rollover IRA #2 ⇒ Pure Storage, Inc. Class A Common Stock (PSTG) [ST] | spouse | 119.3926279659752275779734368 | 15679.83 |
| Palo Alto Networks, Inc. (PANW) [ST] | spouse | 1.30956381155614838769782674 | 511.33 |
| PNC Financial Services Group, Inc. (PNC) [ST] | spouse | 2.25208762799302201608646825 | 508.61 |
| Quanta Services, Inc. Common Stock (PWR) [ST] | spouse | 4.78319011033244453520251663 | 2697.38 |
| SAP SE ADS (SAP) [ST] | spouse | 2.33478126811632364131851184 | 556.96 |
| Snap Inc. Class A Common Stock (SNAP) [ST] | spouse | 689.6982758620689655172413793 | 4372.69 |
| Synopsys, Inc. - Common Stock (SNPS) [ST] | spouse | 0.16674591981426310856339269 | 75.76 |
| Southern Company (SO) [ST] | spouse | 11.82181991142899449884215621 | 1094.35 |
| Spotify Technology S.A. Ordinary Shares (SPOT) [ST] | spouse | 3.51041199515657950338499744 | 2009.22 |
| Transdigm Group Incorporated Common Stock (TDG) [ST] | spouse | 0.155912677643589314094607507 | 176.13 |
| Thermo Fisher Scientific Inc Common Stock (TMO) [ST] | spouse | 2.97544176196525427871562961 | 2037.85 |
| The Travelers Companies, Inc. Common Stock (TRV) [ST] | spouse | 4.25221691032533716570735750 | 1701.61 |
| Tesla, Inc. - Common Stock (TSLA) [ST] | spouse | 1.02393216852395702675007959 | 400.99 |
| Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] | spouse | 58.65053123808468473519702623 | 24889.53 |
| Trane Technologies plc (TT) [ST] | spouse | 1.91450623360437282034544413 | 871.16 |
| Tyler Technologies, Inc. Common Stock (TYL) [ST] | spouse | 27.21439937168346934835507635 | 10515.10 |
| Uber Technologies, Inc. Common Stock (UBER) [ST] | spouse | 2.12836408541415119193812340 | 140.75 |
| Ulta Beauty, Inc. - Common Stock (ULTA) [ST] | spouse | 3.14424694912145712835906767 | 1966.19 |
| United Rentals, Inc. Common Stock (URI) [ST] | spouse | 12.34327098348115328796543208 | 13847.92 |
| US Foods Holding Corp. Common Stock (USFD) [ST] | spouse | 15.5500949061653189487143182 | 1576.16 |
| Visa Inc. (V) [ST] | spouse | 1.69363486445620771992886431 | 684.50 |
| Vulcan Materials Company (VMC) [ST] | spouse | 0.89028762380983166184424154 | 232.79 |
| Westinghouse Air Brake Technologies Corporation Common Stock (WAB) [ST] | spouse | 1.06739428180716639907233180 | 296.38 |
| Waste Connections, Inc. Common Shares (WCN) [ST] | spouse | 0.12197161956065898692354199 | 22.77 |
| Wells Fargo & Company Common Stock (WFC) [ST] | spouse | 123.8905954971347362290973462 | 10239.56 |
| Willis Towers Watson Public Limited Company - Ordinary Shares (WTW) [ST] | spouse | 2.06857245906792687045170452 | 671.60 |
| Exxon Mobil Corporation Common Stock (XOM) [ST] | spouse | 4.16420700248739527060004357 | 768.46 |
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 |
|---|---|---|---|---|---|---|
| MRK | Spouse | Oct 29, 2024 | $103.73 | Sep 23, 2025 | $79.96 | -22.92% |
| MELI | Spouse | Mar 13, 2025 | $1989.70 | Sep 23, 2025 | $2494.35 | 25.36% |
| MCK | Spouse | Sep 10, 2025 | $706.25 | Sep 23, 2025 | $741.31 | 4.96% |
| MA | Spouse | Oct 29, 2024 | $506.28 | Sep 23, 2025 | $569.97 | 12.58% |
| MRVL | Spouse | Feb 20, 2025 | $108.71 | Sep 23, 2025 | $74.62 | -31.36% |
| MLM | Spouse | Oct 29, 2024 | $583.88 | Sep 23, 2025 | $615.39 | 5.40% |
| MRSH | Spouse | Oct 29, 2024 | $221.69 | Sep 23, 2025 | $197.46 | -10.93% |
| MAR | Spouse | Oct 29, 2024 | $263.89 | Sep 23, 2025 | $261.84 | -0.78% |
| MTB | Spouse | Oct 29, 2024 | $195.72 | Sep 23, 2025 | $200.63 | 2.51% |
| LOW | Spouse | Oct 29, 2024 | $262.97 | Sep 23, 2025 | $259.81 | -1.20% |
| LMT | Spouse | Oct 29, 2024 | $546.80 | Sep 23, 2025 | $486.67 | -11.00% |
| LIN | Spouse | Oct 29, 2024 | $474.66 | Sep 23, 2025 | $479.94 | 1.11% |
| LRCX | Spouse | Oct 29, 2024 | $78.31 | Sep 23, 2025 | $131.93 | 68.47% |
| KR | Spouse | Jul 28, 2025 | $69.32 | Sep 23, 2025 | $65.35 | -5.73% |
| KLAC | Spouse | Jul 28, 2025 | $92.32 | Sep 23, 2025 | $107.12 | 16.04% |
| KKR | Spouse | Oct 29, 2024 | $139.33 | Sep 23, 2025 | $147.25 | 5.68% |
| KDP | Spouse | Oct 29, 2024 | $32.88 | Sep 23, 2025 | $26.50 | -19.40% |
| KVUE | Spouse | Oct 29, 2024 | $22.78 | Sep 23, 2025 | $17.24 | -24.32% |
| JNJ | Spouse | Oct 29, 2024 | $160.09 | Sep 23, 2025 | $176.58 | 10.30% |
| HLT | Spouse | Oct 29, 2024 | $239.15 | Sep 23, 2025 | $263.70 | 10.27% |
| HLN | Spouse | Oct 29, 2024 | $9.90 | Sep 23, 2025 | $8.93 | -9.80% |
| HRB | Spouse | Oct 29, 2024 | $60.10 | Sep 23, 2025 | $49.82 | -17.10% |
| GILD | Spouse | Oct 29, 2024 | $88.08 | Sep 23, 2025 | $114.40 | 29.88% |
| GEN | Spouse | Oct 29, 2024 | $27.11 | Sep 23, 2025 | $28.95 | 6.79% |
| GEV | Spouse | Oct 29, 2024 | $298.77 | Sep 23, 2025 | $633.41 | 112.01% |
| FDX | Spouse | Oct 29, 2024 | $221.48 | Sep 23, 2025 | $188.19 | -15.03% |
| EMR | Spouse | Jul 14, 2025 | $139.90 | Sep 23, 2025 | $131.46 | -6.03% |
| ETN | Spouse | Oct 29, 2024 | $345.55 | Sep 23, 2025 | $368.52 | 6.65% |
| DE | Spouse | Oct 29, 2024 | $406.04 | Sep 23, 2025 | $471.67 | 16.16% |
| CVS | Spouse | Oct 29, 2024 | $56.25 | Sep 23, 2025 | $76.50 | 36.00% |
| CCK | Spouse | Oct 29, 2024 | $94.73 | Sep 23, 2025 | $94.74 | 0.01% |
| CCI | Spouse | Oct 29, 2024 | $106.61 | Sep 23, 2025 | $94.35 | -11.50% |
| COST | Spouse | Oct 29, 2024 | $886.99 | Sep 23, 2025 | $943.60 | 6.38% |
| COP | Spouse | Apr 29, 2025 | $91.88 | Sep 23, 2025 | $93.47 | 1.73% |
| CMCSA | Spouse | Oct 29, 2024 | $39.41 | Sep 23, 2025 | $29.62 | -24.84% |
| KO | Spouse | Oct 29, 2024 | $65.56 | Sep 23, 2025 | $66.71 | 1.75% |
| CME | Spouse | May 21, 2025 | $281.74 | Sep 23, 2025 | $261.96 | -7.02% |
| CSCO | Spouse | Oct 29, 2024 | $55.68 | Sep 23, 2025 | $67.54 | 21.30% |
| CTAS | Spouse | Oct 29, 2024 | $209.14 | Sep 23, 2025 | $200.59 | -4.09% |
| COF | Spouse | Jun 6, 2025 | $198.14 | Sep 23, 2025 | $223.02 | 12.56% |
| CNQ | Spouse | Oct 29, 2024 | $34.41 | Sep 23, 2025 | $32.14 | -6.60% |
| CDNS | Spouse | Oct 29, 2024 | $284.45 | Sep 23, 2025 | $366.30 | 28.77% |
| BRO | Spouse | Jun 26, 2025 | $109.27 | Sep 23, 2025 | $92.19 | -15.63% |
| AVGO | Spouse | Oct 29, 2024 | $179.24 | Sep 23, 2025 | $338.94 | 89.10% |
| AVGO | Spouse | Jun 6, 2025 | $246.93 | Sep 23, 2025 | $338.94 | 37.26% |
| BSX | Spouse | Oct 29, 2024 | $84.56 | Sep 23, 2025 | $97.69 | 15.53% |
| BKNG | Spouse | Oct 29, 2024 | $177.10 | Sep 23, 2025 | $220.36 | 24.43% |
| BA | Spouse | Oct 29, 2024 | $152.98 | Sep 23, 2025 | $216.34 | 41.42% |
| BAC | Spouse | Oct 29, 2024 | $42.53 | Sep 23, 2025 | $51.70 | 21.56% |
| AZO | Spouse | Oct 29, 2024 | $3060.89 | Sep 23, 2025 | $4120.00 | 34.60% |
786 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 |
|---|---|---|---|---|
| KR — Kroger Company (KR) [ST] | Spouse | Purchase | Jul 28, 2025 | Sep 11, 2026 |
| NTRS — Northern Trust Corporation - Common Stock (NTRS) [ST] | Spouse | Purchase | Jul 28, 2025 | Sep 11, 2026 |
| SHW — Fidelity Rollover IRA ⇒ Sherwin-Williams Company (SHW) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 14, 2025 | Sep 14, 2026 |
| EMR — Fidelity Rollover IRA ⇒ Emerson Electric Company Common Stock (EMR) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jul 14, 2025 | Sep 14, 2026 |
| BF.B — Fidelity Rollover IRA ⇒ Brown Forman Inc Class B Common Stock (BF.B) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jul 14, 2025 | Sep 14, 2026 |
| ANET — Fidelity Rollover IRA ⇒ Arista Networks, Inc. Common Stock (ANET) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jul 14, 2025 | Sep 14, 2026 |
| GOOGL — Fidelity Rollover IRA ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jul 14, 2025 | Sep 14, 2026 |
| GOOGL — Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Spouse | Purchase | Jul 14, 2025 | Sep 11, 2026 |
| ANET — Arista Networks, Inc. Common Stock (ANET) [ST] | Spouse | Purchase | Jul 14, 2025 | Sep 11, 2026 |
| BF.B — Brown Forman Inc Class B Common Stock (BF.B) [ST] | Spouse | Purchase | Jul 14, 2025 | Sep 11, 2026 |
| EMR — Emerson Electric Company Common Stock (EMR) [ST] | Spouse | Purchase | Jul 14, 2025 | Sep 11, 2026 |
| SHW — Sherwin-Williams Company (SHW) [ST] | Spouse | Sale | Jul 14, 2025 | Sep 11, 2026 |
| PG — Fidelity Rollover IRA ⇒ Procter & Gamble Company (PG) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 2, 2025 | Sep 14, 2026 |
| JPM — Fidelity Rollover IRA ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Jul 2, 2025 | Sep 14, 2026 |
| BRK.B — Fidelity Rollover IRA ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Jul 2, 2025 | Sep 14, 2026 |
| AMZN — Fidelity Rollover IRA ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jul 2, 2025 | Sep 14, 2026 |
| GOOGL — Fidelity Rollover IRA ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jul 2, 2025 | Sep 14, 2026 |
| GOOGL — Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Spouse | Purchase | Jul 2, 2025 | Sep 11, 2026 |
| AMZN — Amazon.com, Inc. - Common Stock (AMZN) [ST] | Spouse | Purchase | Jul 2, 2025 | Sep 11, 2026 |
| BRK.B — Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | Spouse | Sale (partial) | Jul 2, 2025 | Sep 11, 2026 |
| JPM — JP Morgan Chase & Co. Common Stock (JPM) [ST] | Spouse | Sale (partial) | Jul 2, 2025 | Sep 11, 2026 |
| PG — Procter & Gamble Company (PG) [ST] | Spouse | Sale | Jul 2, 2025 | Sep 11, 2026 |
| SRE — Fidelity Rollover IRA ⇒ DBA Sempra Common Stock (SRE) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 26, 2025 | Sep 14, 2026 |
| CRM — Fidelity Rollover IRA ⇒ Salesforce, Inc. Common Stock (CRM) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 26, 2025 | Sep 14, 2026 |
| LEN — Fidelity Rollover IRA ⇒ Lennar Corporation Class A Common Stock (LEN) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 26, 2025 | Sep 14, 2026 |
| KNX — Fidelity Rollover IRA ⇒ Knight-Swift Transportation Holdings Inc. (KNX) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 26, 2025 | Sep 14, 2026 |
| IT — Fidelity Rollover IRA ⇒ Gartner, Inc. Common Stock (IT) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 26, 2025 | Sep 14, 2026 |
| BRO — Fidelity Rollover IRA ⇒ Brown & Brown, Inc. Common Stock (BRO) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 26, 2025 | Sep 14, 2026 |
| CCEP — Fidelity Rollover IRA ⇒ Coca-Cola Europacific Partners plc - Ordinary Shares (CCEP) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 26, 2025 | Sep 14, 2026 |
| BRO — Brown & Brown, Inc. Common Stock (BRO) [ST] | Spouse | Purchase | Jun 26, 2025 | Sep 11, 2026 |
| CCEP — Coca-Cola Europacific Partners plc - Ordinary Shares (CCEP) [ST] | Spouse | Sale | Jun 26, 2025 | Sep 11, 2026 |
| SRE — DBA Sempra Common Stock (SRE) [ST] | Spouse | Sale | Jun 26, 2025 | Sep 11, 2026 |
| IT — Gartner, Inc. Common Stock (IT) [ST] | Spouse | Sale | Jun 26, 2025 | Sep 11, 2026 |
| KNX — Knight-Swift Transportation Holdings Inc. (KNX) [ST] | Spouse | Purchase | Jun 26, 2025 | Sep 11, 2026 |
| LEN — Lennar Corporation Class A Common Stock (LEN) [ST] | Spouse | Purchase | Jun 26, 2025 | Sep 11, 2026 |
| CRM — Salesforce, Inc. Common Stock (CRM) [ST] | Spouse | Purchase | Jun 26, 2025 | Sep 11, 2026 |
| NVDA — Fidelity Rollover IRA ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 9, 2025 | Sep 14, 2026 |
| MSFT — Fidelity Rollover IRA ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 9, 2025 | Sep 14, 2026 |
| MSFT — Microsoft Corporation - Common Stock (MSFT) [ST] | Spouse | Purchase | Jun 9, 2025 | Sep 11, 2026 |
| NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST] | Spouse | Purchase | Jun 9, 2025 | Sep 11, 2026 |
| WFC — Fidelity Rollover IRA ⇒ Wells Fargo & Company Common Stock (WFC) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 6, 2025 | Sep 14, 2026 |
| VMC — Fidelity Rollover IRA ⇒ Vulcan Materials Company (VMC) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 6, 2025 | Sep 14, 2026 |
| TYL — Fidelity Rollover IRA ⇒ Tyler Technologies, Inc. Common Stock (TYL) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 6, 2025 | Sep 14, 2026 |
| TMO — Fidelity Rollover IRA ⇒ Thermo Fisher Scientific Inc Common Stock (TMO) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 6, 2025 | Sep 14, 2026 |
| RSG — Fidelity Rollover IRA ⇒ Republic Services, Inc. Common Stock (RSG) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 6, 2025 | Sep 14, 2026 |
| PGR — Fidelity Rollover IRA ⇒ Progressive Corporation (PGR) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 6, 2025 | Sep 14, 2026 |
| NVDA — Fidelity Rollover IRA ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 6, 2025 | Sep 14, 2026 |
| MSFT — Fidelity Rollover IRA ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 6, 2025 | Sep 14, 2026 |
| HIG — Fidelity Rollover IRA ⇒ The Hartford Insurance Group, Inc. Common Stock (HIG) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 6, 2025 | Sep 14, 2026 |
| META — Fidelity Rollover IRA ⇒ Meta Platforms, Inc. - Class A Common Stock (META) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 6, 2025 | Sep 14, 2026 |
14 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.