Republican · House MI09
Wikipedia biography ↗Years Elected: About 5.8Rank: #2
Federal elected service; earlier service not yet verified.
5.83%
Cumulative estimated return
SPY: 13.01%
Outperformance: -7.18 percentage points
2025-10-24 – 2026-10-26
133.32%
Cumulative estimated return
SPY: 49.70%
Outperformance: 83.62 percentage points
2024-03-11 – 2026-10-26
133.32%
Cumulative estimated return
SPY: 49.70%
Outperformance: 83.62 percentage points
2024-03-11 – 2026-10-26
As of Oct 26, 2026. 1413 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 |
|---|---|---|---|---|---|---|
| — | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| — | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| — | Spouse | $100,001 - $250,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| — | Spouse | $100,001 - $250,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| — | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| — | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| AMED | Spouse | None | Unavailable | Unavailable | Unavailable | Unavailable |
| ANET | Spouse | None | Unavailable | Unavailable | $164.14Nov 2, 2026 | Unavailable |
| BLK | Spouse | None | Unavailable | Unavailable | $1167.15Nov 2, 2026 | Unavailable |
| CIEN | Spouse | None | Unavailable | Unavailable | $284.34Nov 2, 2026 | Unavailable |
| ETN | Spouse | None | Unavailable | Unavailable | $366.07Nov 2, 2026 | Unavailable |
| FLEX | Spouse | None | Unavailable | Unavailable | $84.20Nov 2, 2026 | Unavailable |
| HSBC | Spouse | None | Unavailable | Unavailable | Unavailable | Unavailable |
| H | Spouse | None | Unavailable | Unavailable | $185.96Nov 2, 2026 | Unavailable |
| IBKR | Spouse | None | Unavailable | Unavailable | $74.83Nov 2, 2026 | Unavailable |
| SNDR | Spouse | None | Unavailable | Unavailable | $29.56Nov 2, 2026 | Unavailable |
| SHEL | Spouse | None | Unavailable | Unavailable | Unavailable | Unavailable |
| TSM | Spouse | None | Unavailable | Unavailable | $398.63Nov 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 |
|---|---|---|---|
| AbbVie Inc. Common Stock (ABBV) [ST] | spouse | 6.44122196428613110778493693 | 1846.96 |
| Albertsons Companies, Inc. Class A Common Stock (ACI) [ST] | spouse | 428.1349354938432224574064741 | 5985.33 |
| ACI Worldwide, Inc. - Common Stock (ACIW) [ST] | spouse | 2.1429538567388271694746015 | 119.32 |
| Arthur J. Gallagher & Co. Common Stock (AJG) [ST] | spouse | 0.07526475772139219439483789 | 20.08 |
| Allegion plc Ordinary Shares (ALLE) [ST] | spouse | 10.46092296874271071022110701 | 1864.35 |
| Advanced Micro Devices, Inc. (AMD) [ST] | spouse | 31.70918818418736398273183560 | 16846.46 |
| ASML Holding N.V. - New York Registry Shares (ASML) [ST] | spouse | 2.311040356229851227885824753 | 3676.63 |
| AptarGroup, Inc. Common Stock (ATR) [ST] | spouse | 51.99519074543445765906284526 | 6607.03 |
| Broadcom Inc. - Common Stock (AVGO) [ST] | spouse | 42.57701878070890942517880984 | 14015.08 |
| American Express Company Common Stock (AXP) [ST] | spouse | 5.14454109086593873416068819 | 1620.79 |
| Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) [ST] | spouse | 19.33565798785825147775522624 | 1938.40 |
| Bank of America Corporation Common Stock (BAC) [ST] | spouse | 31.2020696304947329705868233 | 1576.33 |
| Beacon Financial Corporation Common stock (BBT) [ST] | spouse | 444.6430745082964956115061823 | 13721.69 |
| Brinks Company (BCO) [ST] | spouse | 22.41906434698983326042388704 | 2486.05 |
| Becton, Dickinson and Company Common Stock (BDX) [ST] | spouse | 0.56875685539493860915854023 | 111.70 |
| BlackLine, Inc. - Common Stock (BL) [ST] | spouse | 16.3453636858945277039752006 | 558.68 |
| The Bank of New York Mellon Corporation Common Stock (BK) [ST] | spouse | 14.99545236211659265619053588 | 2207.03 |
| Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | spouse | 0.22145667071987910515275634 | 121.48 |
| BWX Technologies, Inc. Common Stock (BWXT) [ST] | spouse | 21.46007299719479687115087790 | 2815.56 |
| Caseys General Stores, Inc. - Common Stock (CASY) [ST] | spouse | 0.42631250132270810525962293 | 300.09 |
| Caterpillar, Inc. Common Stock (CAT) [ST] | spouse | 9.757302274528934691139703640 | 6753.32 |
| Chemed Corp (CHE) [ST] | spouse | 14.35530754324266130768678677 | 7362.84 |
| Cummins Inc. Common Stock (CMI) [ST] | spouse | 6.42500192673105320692848818 | 3354.69 |
| Core & Main, Inc. Class A Common Stock (CNM) [ST] | spouse | 8.4646578054265762017687083 | 358.73 |
| Coherent Corp. (COHR) [ST] | spouse | 39.66637629334685812192016282 | 8786.10 |
| Costco Wholesale Corporation - Common Stock (COST) [ST] | spouse | 0.716556182876744151093846263 | 720.25 |
| Cisco Systems, Inc. - Common Stock (CSCO) [ST] | spouse | 0.5655543165548995535484773 | 62.35 |
| Carlisle Companies Incorporated Common Stock (CSL) [ST] | spouse | 0.13613339881756085743186937 | 47.10 |
| Cintas Corporation - Common Stock (CTAS) [ST] | spouse | 4.66811733264814792510602307 | 1054.67 |
| Delta Air Lines, Inc. Common Stock (DAL) [ST] | spouse | 29.6421588573102099659195404 | 2346.47 |
| Datadog, Inc. - Class A Common Stock (DDOG) [ST] | spouse | 13.01901543635664320150108651 | 3648.45 |
| D.R. Horton, Inc. Common Stock (DHI) [ST] | spouse | 13.04949319580373142062510862 | 1912.01 |
| Dick's Sporting Goods Inc Common Stock (DKS) [ST] | spouse | 9.63118555408321198250399204 | 1391.51 |
| DocuSign, Inc. - Common Stock (DOCU) [ST] | spouse | 0.8086790595607749768060160 | 68.65 |
| Dow Inc. Common Stock (DOW) [ST] | spouse | 290.6102433708681438430802761 | 9877.84 |
| Ecolab Inc. Common Stock (ECL) [ST] | spouse | 2.94028087514760406052978206 | 849.42 |
| Encompass Health Corporation Common Stock (EHC) [ST] | spouse | 3.53987169496381400255093083 | 439.30 |
| Elevance Health, Inc. Common Stock (ELV) [ST] | spouse | 17.21353393117243922077567568 | 7424.54 |
| EMCOR Group, Inc. Common Stock (EME) [ST] | spouse | 4.78066872529847219712004401 | 3183.59 |
| Entegris, Inc. - Common Stock (ENTG) [ST] | spouse | 21.21410131999430373540495241 | 2974.64 |
| Exelon Corporation (EXC) [ST] | spouse | 15.2641718261867305348448420 | 679.87 |
| Fiserv, Inc. Common Stock (FI) [ST] | spouse | 48.20159055307868417881672491 | 2329.58 |
| Five Below, Inc. - Common Stock (FIVE) [ST] | spouse | 13.11752935383763762405676542 | 3017.03 |
| Fortinet, Inc. - Common Stock (FTNT) [ST] | spouse | 8.28463751266154051753492194 | 1518.82 |
| Fortive Corporation Common Stock (FTV) [ST] | spouse | 1.8022300790824320634694044 | 109.54 |
| GameStop Corporation Common Stock (GME) [ST] | spouse | 280.2276707530647985989492119 | 6697.44 |
| Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | spouse | 16.95483973868023462389073748 | 5327.04 |
| Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | spouse | 61.78456728335726886851521645 | 19573.35 |
| Getty Realty Corporation Common Stock (GTY) [ST] | spouse | 10.3499253461950643575114224 | 290.32 |
| Hasbro, Inc. - Common Stock (HAS) [ST] | spouse | 13.6838344569179322160582808 | 1614.15 |
| HCA Healthcare, Inc. Common Stock (HCA) [ST] | spouse | 0.00789083385684665190328441 | 3.67 |
| Hims & Hers Health, Inc. Class A Common Stock (HIMS) [ST] | spouse | 126.2904498816101026045777427 | 3484.35 |
| Hewlett Packard Enterprise Company Common Stock (HPE) [ST] | spouse | 122.6042958597826352469008631 | 7199.32 |
| Humana Inc. Common Stock (HUM) [ST] | spouse | 36.29976927899636571335469728 | 15144.99 |
| ImmunityBio, Inc. - Common Stock (IBRX) [ST] | spouse | 1786.536414816583114506246519 | 13952.85 |
| IDEX Corporation Common Stock (IEX) [ST] | spouse | 3.89505333711463061682504074 | 899.99 |
| Illumina, Inc. - Common Stock (ILMN) [ST] | spouse | 29.38527984738897891505521603 | 7964.59 |
| Gartner, Inc. Common Stock (IT) [ST] | spouse | 0.96466032130853846314578570 | 222.87 |
| ITT Inc. Common Stock (ITT) [ST] | spouse | 10.17115875950692351868332668 | 1940.56 |
| Illinois Tool Works Inc. Common Stock (ITW) [ST] | spouse | 0.37263100703817904595071825 | 102.93 |
| JP Morgan Chase & Co. Common Stock (JPM) [ST] | spouse | 34.01270780835574521637480613 | 11361.60 |
| Kite Realty Group Trust Common Stock (KRG) [ST] | spouse | 7.1572822668192903332380475 | 176.50 |
| Loews Corporation Common Stock (L) [ST] | spouse | 10.27810516265905545747158116 | 1145.19 |
| Li Auto Inc. - American Depositary Shares (LI) [ST] | spouse | 264.8684428869145441507049865 | 3006.26 |
| Eli Lilly and Company Common Stock (LLY) [ST] | spouse | 0.01201416746006747504272838 | 15.37 |
| Louisiana-Pacific Corporation Common Stock (LPX) [ST] | spouse | 4.09711431813555394431430754 | 295.12 |
| McDonald's Corporation Common Stock (MCD) [ST] | spouse | 0.64016220402147319798534276 | 160.57 |
| Meta Platforms, Inc. - Class A Common Stock (META) [ST] | spouse | 12.76784949437851064074555495 | 8050.90 |
| MKS Inc. - Common Stock (MKSI) [ST] | spouse | 29.44055885300923698287182968 | 5955.24 |
| Martin Marietta Materials, Inc. Common Stock (MLM) [ST] | spouse | 1.05709680938531814542027825 | 532.69 |
| Microsoft Corporation - Common Stock (MSFT) [ST] | spouse | 23.48845860396781636428701773 | 12509.95 |
| MasTec, Inc. Common Stock (MTZ) [ST] | spouse | 9.92555069411970726506828621 | 1713.05 |
| Neurocrine Biosciences, Inc. - Common Stock (NBIX) [ST] | spouse | 0.36632445072694607633507760 | 53.44 |
| Norwegian Cruise Line Holdings Ltd. Ordinary Shares (NCLH) [ST] | spouse | 84.4385971472756231262666843 | 1287.69 |
| Netflix, Inc. - Common Stock (NFLX) [ST] | spouse | 18.25431261927849932012550428 | 1166.45 |
| Novagold Resources Inc. (NG) [ST] | spouse | 1106.569847856154910096818811 | 6617.29 |
| NewJersey Resources Corporation Common Stock (NJR) [ST] | spouse | 1.2454537502035034634004607 | 66.25 |
| ServiceNow, Inc. Common Stock (NOW) [ST] | spouse | 45.29850253434106121958870094 | 7165.32 |
| Northern Trust Corporation - Common Stock (NTRS) [ST] | spouse | 10.79884626586267645310496734 | 1830.94 |
| NVIDIA Corporation - Common Stock (NVDA) [ST] | spouse | 1314.270822513710326669865163 | 283882.50 |
| NXP Semiconductors N.V. - Common Stock (NXPI) [ST] | spouse | 1.46777552938505239972924886 | 360.82 |
| New York Times Company (NYT) [ST] | spouse | 0.8354341157787108142798094 | 59.03 |
| Olin Corporation Common Stock (OLN) [ST] | spouse | 1925.385071090047393364928910 | 30690.64 |
| Oracle Corporation Common Stock (ORCL) [ST] | spouse | 7.96535616955635266980739094 | 1004.11 |
| Otis Worldwide Corporation Common Stock (OTIS) [ST] | spouse | 7.42224023138978215268775084 | 558.67 |
| Ovintiv Inc. (OVV) [ST] | spouse | 206.8916472717869149211274890 | 15009.99 |
| Pure Storage, Inc. Class A Common Stock (PSTG) [ST] | spouse | 71.70999680977782782047851771 | 9417.67 |
| Palo Alto Networks, Inc. (PANW) [ST] | spouse | 3.33065474048761973745584458 | 1300.49 |
| PDD Holdings Inc. - American Depositary Shares (PDD) [ST] | spouse | 17.37299914088905591025778071 | 1357.35 |
| Pepsico, Inc. (PEP) [ST] | spouse | 6.28503139537911395527454828 | 851.37 |
| Principal Financial Group Inc (PFG) [ST] | spouse | 10.34877850602615414948780511 | 1139.71 |
| Parker-Hannifin Corporation Common Stock (PH) [ST] | spouse | 0.66887244325248132604475048 | 604.95 |
| Polaris Inc. Common Stock (PII) [ST] | spouse | 78.7264878810715047944985560 | 4341.77 |
| Palantir Technologies Inc. - Class A Common Stock (PLTR) [ST] | spouse | 2331.885236550615570284294812 | 463672.06 |
| Quanta Services, Inc. Common Stock (PWR) [ST] | spouse | 3.23563409825762825455519763 | 1824.67 |
| Regions Financial Corporation Common Stock (RF) [ST] | spouse | 40.8260817851853557095390471 | 1168.03 |
| Repligen Corporation - Common Stock (RGEN) [ST] | spouse | 16.43301116486072388486719129 | 2960.74 |
| Transocean Ltd (RIG) [ST] | spouse | 5963.394495412844036697247706 | 38940.97 |
| Roivant Sciences Ltd. - Common Shares (ROIV) [ST] | spouse | 319.8918991448919779421664024 | 11532.10 |
| Rollins, Inc. Common Stock (ROL) [ST] | spouse | 1.1212609685170842708254045 | 38.74 |
| Science Applications International Corporation - Common Stock (SAIC) [ST] | spouse | 66.91489061951809991623610662 | 9937.53 |
| Seacoast Banking Corporation of Florida - Common Stock (SBCF) [ST] | spouse | 60.9164783253305021810060779 | 2050.45 |
| Starbucks Corporation - Common Stock (SBUX) [ST] | spouse | 82.53043119455333195791211058 | 8475.05 |
| Stifel Financial Corporation Common Stock (SF) [ST] | spouse | 10.21718537878920960079144571 | 679.65 |
| Somnigroup International Inc. Common Stock (SGI) [ST] | spouse | 18.1814721526980210959397475 | 1129.61 |
| Shopify Inc. - Class A Subordinate Voting Shares (SHOP) [ST] | spouse | 1.02602959910399015073142789 | 172.56 |
| Sherwin-Williams Company (SHW) [ST] | spouse | 1.29154907745175482024185263 | 432.88 |
| The J.M. Smucker Company Common Stock (SJM) [ST] | spouse | 5.05594754861735481665411283 | 650.40 |
| SLB Limited Common Shares (SLB) [ST] | spouse | 9.4288381270687429979618627 | 500.48 |
| Charles Schwab 401K ⇒ Schwab 824 ⇒ NuScale Power Corporation Class A Common Stock (SMR) [ST] | spouse | 446.2074735080870050195203569 | 2351.51 |
| Sony Group Corporation American Depositary Shares (SONY) [ST] | spouse | 46.9103968273119162377881801 | 1221.08 |
| Seagate Technology Holdings PLC - Ordinary Shares (STX) [ST] | spouse | 136.5052262098817365205856368 | 87938.03 |
| Sysco Corporation Common Stock (SYY) [ST] | spouse | 4.6750334323425378081045943 | 384.10 |
| Trip.com Group Limited - American Depositary Shares (TCOM) [ST] | spouse | 22.6136533657519020491982064 | 902.51 |
| Teradyne, Inc. (TER) [ST] | spouse | 48.54940318724507172620357109 | 15001.77 |
| Teleflex Incorporated Common Stock (TFX) [ST] | spouse | 1.15216833107816605875201004 | 157.62 |
| TJX Companies, Inc. (TJX) [ST] | spouse | 1.97825921317144766282982145 | 284.28 |
| Thermo Fisher Scientific Inc Common Stock (TMO) [ST] | spouse | 4.60883763127939828248140365 | 3156.55 |
| Targa Resources, Inc. Common Stock (TRGP) [ST] | spouse | 49.22475850612194671752907156 | 14997.80 |
| Tesla, Inc. - Common Stock (TSLA) [ST] | spouse | 110.0459214841172882789152062 | 43096.18 |
| Textron Inc. Common Stock (TXT) [ST] | spouse | 3.81713800895352369875496395 | 298.16 |
| Uber Technologies, Inc. Common Stock (UBER) [ST] | spouse | 18.50662462391064622675897506 | 1223.84 |
| United Bankshares, Inc. - Common Stock (UBSI) [ST] | spouse | 218.3521620311720219586164536 | 10681.79 |
| UnitedHealth Group Incorporated Common Stock (UNH) [ST] | spouse | 6.01075333475034629577342615 | 2468.62 |
| Unum Group Common Stock (UNM) [ST] | spouse | 5.4056074609855777047425984 | 487.15 |
| United Therapeutics Corporation - Common Stock (UTHR) [ST] | spouse | 10.97674446719802678844431164 | 6507.45 |
| Visa Inc. (V) [ST] | spouse | 1.83505426150342007850465826 | 741.66 |
| Vontier Corporation Common Stock (VNT) [ST] | spouse | 3.0204757692293456414963746 | 104.51 |
| VeriSign, Inc. - Common Stock (VRSN) [ST] | spouse | 0.10576772594479851931670194 | 32.65 |
| Vistra Corp. Common Stock (VST) [ST] | spouse | 2.57884100456930400249551591 | 365.50 |
| Williams Companies, Inc. (WMB) [ST] | spouse | 1.0868513872519212973151558 | 77.98 |
| Walmart Inc. Common Stock (WMT) [ST] | spouse | 5.81399066610809424913343505 | 699.36 |
| W.R. Berkley Corporation Common Stock (WRB) [ST] | spouse | 5.5602799170250203970740402 | 410.29 |
| WSFS Financial Corporation - Common Stock (WSFS) [ST] | spouse | 3.4982197322920950037499854 | 278.35 |
| Watsco, Inc. Common Stock (WSO) [ST] | spouse | 0.36136195547827978193944769 | 110.33 |
| West Pharmaceutical Services, Inc. Common Stock (WST) [ST] | spouse | 0.14079091982135586841681748 | 55.57 |
| Essential Utilities, Inc. Common Stock (WTRG) [ST] | spouse | 6.7261007996440813300195798 | 287.61 |
| Wynn Resorts, Limited - Common Stock (WYNN) [ST] | spouse | 27.22016414622363174189530871 | 2019.74 |
| Exxon Mobil Corporation Common Stock (XOM) [ST] | spouse | 77.59747607282436618149290954 | 14319.84 |
| Yum! Brands, Inc. (YUM) [ST] | spouse | 0.80928385129990112543924015 | 120.96 |
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 |
|---|---|---|---|---|---|---|
| NTRS | Spouse | Oct 30, 2025 | $126.90 | Oct 31, 2025 | $128.67 | 1.39% |
| NFLX | Spouse | Oct 30, 2025 | $108.90 | Oct 31, 2025 | $111.89 | 2.74% |
| MKSI | Spouse | Oct 30, 2025 | $139.31 | Oct 31, 2025 | $143.71 | 3.16% |
| MSFT | Spouse | Oct 30, 2025 | $525.76 | Oct 31, 2025 | $517.81 | -1.51% |
| MGPI | Spouse | Oct 30, 2025 | $24.19 | Oct 31, 2025 | $24.20 | 0.04% |
| META | Spouse | Oct 30, 2025 | $666.47 | Oct 31, 2025 | $648.35 | -2.72% |
| MCD | Spouse | Oct 30, 2025 | $302.43 | Oct 31, 2025 | $298.43 | -1.32% |
| MTZ | Spouse | Oct 30, 2025 | $213.95 | Oct 31, 2025 | $204.16 | -4.58% |
| MGY | Spouse | Oct 30, 2025 | $22.41 | Oct 31, 2025 | $22.46 | 0.22% |
| LPX | Spouse | Oct 30, 2025 | $88.22 | Oct 31, 2025 | $87.11 | -1.26% |
| L | Spouse | Oct 30, 2025 | $99.53 | Oct 31, 2025 | $99.56 | 0.03% |
| KRG | Spouse | Oct 30, 2025 | $21.90 | Oct 31, 2025 | $22.14 | 1.10% |
| KVUE | Spouse | Oct 30, 2025 | $14.24 | Oct 31, 2025 | $14.37 | 0.91% |
| JPM | Spouse | Oct 30, 2025 | $309.44 | Oct 31, 2025 | $311.12 | 0.54% |
| JNJ | Spouse | Oct 30, 2025 | $189.05 | Oct 31, 2025 | $188.87 | -0.10% |
| ITT | Spouse | Oct 30, 2025 | $187.06 | Oct 31, 2025 | $185.07 | -1.06% |
| ILMN | Spouse | Oct 30, 2025 | $99.01 | Oct 31, 2025 | $123.54 | 24.78% |
| ITW | Spouse | Oct 30, 2025 | $243.64 | Oct 31, 2025 | $243.92 | 0.11% |
| IEX | Spouse | Oct 30, 2025 | $170.30 | Oct 31, 2025 | $171.46 | 0.68% |
| HUM | Spouse | Oct 30, 2025 | $285.61 | Oct 31, 2025 | $278.19 | -2.60% |
| HWM | Spouse | Oct 30, 2025 | $201.77 | Oct 31, 2025 | $205.95 | 2.07% |
| HOMB | Spouse | Oct 30, 2025 | $26.72 | Oct 31, 2025 | $26.71 | -0.04% |
| HPE | Spouse | Oct 30, 2025 | $24.41 | Oct 31, 2025 | $24.42 | 0.04% |
| HAS | Spouse | Oct 30, 2025 | $76.55 | Oct 31, 2025 | $76.31 | -0.31% |
| GS | Spouse | Oct 30, 2025 | $790.16 | Oct 31, 2025 | $789.37 | -0.10% |
| GTY | Spouse | Oct 30, 2025 | $27.56 | Oct 31, 2025 | $27.43 | -0.47% |
| IT | Spouse | Oct 30, 2025 | $248.40 | Oct 31, 2025 | $248.34 | -0.02% |
| FTNT | Spouse | Oct 30, 2025 | $84.20 | Oct 31, 2025 | $86.43 | 2.65% |
| FMC | Spouse | Oct 30, 2025 | $15.53 | Oct 31, 2025 | $15.17 | -2.32% |
| FIVE | Spouse | Oct 30, 2025 | $156.81 | Oct 31, 2025 | $157.27 | 0.29% |
| FN | Spouse | Oct 30, 2025 | $438.00 | Oct 31, 2025 | $440.57 | 0.59% |
| EXC | Spouse | Oct 30, 2025 | $47.07 | Oct 31, 2025 | $46.12 | -2.02% |
| WTRG | Spouse | Oct 30, 2025 | $38.79 | Oct 31, 2025 | $39.03 | 0.62% |
| ENTG | Spouse | Oct 30, 2025 | $87.50 | Oct 31, 2025 | $91.57 | 4.65% |
| EHC | Spouse | Oct 30, 2025 | $116.81 | Oct 31, 2025 | $113.85 | -2.53% |
| EME | Spouse | Oct 30, 2025 | $648.00 | Oct 31, 2025 | $675.78 | 4.29% |
| ECL | Spouse | Oct 30, 2025 | $257.10 | Oct 31, 2025 | $256.40 | -0.27% |
| SATS | Spouse | Oct 30, 2025 | $73.16 | Oct 31, 2025 | $74.87 | 2.34% |
| ETN | Spouse | Oct 30, 2025 | $383.09 | Oct 31, 2025 | $381.56 | -0.40% |
| DKS | Spouse | Oct 30, 2025 | $220.76 | Oct 31, 2025 | $221.45 | 0.31% |
| DAL | Spouse | Oct 30, 2025 | $57.12 | Oct 31, 2025 | $57.38 | 0.46% |
| DELL | Spouse | Oct 30, 2025 | $161.01 | Oct 31, 2025 | $162.01 | 0.62% |
| DDOG | Spouse | Oct 30, 2025 | $157.07 | Oct 31, 2025 | $162.81 | 3.65% |
| DRI | Spouse | Oct 30, 2025 | $178.20 | Oct 31, 2025 | $180.15 | 1.09% |
| DHI | Spouse | Oct 30, 2025 | $149.29 | Oct 31, 2025 | $149.08 | -0.14% |
| CVS | Spouse | Oct 30, 2025 | $76.69 | Oct 31, 2025 | $78.15 | 1.90% |
| CMI | Spouse | Oct 30, 2025 | $438.09 | Oct 31, 2025 | $437.68 | -0.09% |
| CNM | Spouse | Oct 30, 2025 | $52.31 | Oct 31, 2025 | $52.18 | -0.25% |
| COP | Spouse | Oct 30, 2025 | $88.14 | Oct 31, 2025 | $88.86 | 0.82% |
| COHR | Spouse | Oct 30, 2025 | $132.71 | Oct 31, 2025 | $131.96 | -0.57% |
2825 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 |
|---|---|---|---|---|
| AJG — Charles Schwab Brokerage Account 924 ⇒ Arthur J. Gallagher & Co. Common Stock (AJG) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Aug 4, 2025 | Sep 14, 2026 |
| ALV — Charles Schwab Brokerage Account 924 ⇒ Autoliv, Inc. Common Stock (ALV) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Aug 4, 2025 | Sep 14, 2026 |
| AMAT — Charles Schwab Brokerage Account 924 ⇒ Applied Materials, Inc. - Common Stock (AMAT) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Aug 4, 2025 | Sep 14, 2026 |
| AMZN — Charles Schwab Brokerage Account 924 ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Aug 4, 2025 | Sep 14, 2026 |
| PFE — Charles Schwab Brokerage Account 924 ⇒ Pfizer, Inc. Common Stock (PFE) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Aug 4, 2025 | Sep 14, 2026 |
| ZTS — Charles Schwab Brokerage Account 924 ⇒ Zoetis Inc. Class A Common Stock (ZTS) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Aug 4, 2025 | Sep 14, 2026 |
| WHR — Charles Schwab Brokerage Account 924 ⇒ Whirlpool Corporation Common Stock (WHR) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Aug 4, 2025 | Sep 14, 2026 |
| WDAY — Charles Schwab Brokerage Account 924 ⇒ Workday, Inc. - Class A Common Stock (WDAY) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Aug 4, 2025 | Sep 14, 2026 |
| XPO — Charles Schwab Brokerage Account 924 ⇒ XPO, Inc. Common Stock (XPO) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Aug 4, 2025 | Sep 14, 2026 |
| UNM — Charles Schwab Brokerage Account 924 ⇒ Unum Group Common Stock (UNM) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Aug 4, 2025 | Sep 14, 2026 |
| UPS — Charles Schwab Brokerage Account 924 ⇒ United Parcel Service, Inc. Common Stock (UPS) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Aug 4, 2025 | Sep 14, 2026 |
| UNP — Charles Schwab Brokerage Account 924 ⇒ Union Pacific Corporation Common Stock (UNP) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Aug 4, 2025 | Sep 14, 2026 |
| VRSK — Charles Schwab Brokerage Account 924 ⇒ Verisk Analytics, Inc. - Common Stock (VRSK) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Aug 4, 2025 | Sep 14, 2026 |
| SONY — Charles Schwab Brokerage Account 924 ⇒ Sony Group Corporation American Depositary Shares (SONY) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Aug 4, 2025 | Sep 14, 2026 |
| TXT — Charles Schwab Brokerage Account 924 ⇒ Textron Inc. Common Stock (TXT) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Aug 4, 2025 | Sep 14, 2026 |
| UL — Charles Schwab Brokerage Account 924 ⇒ Unilever PLC Common Stock (UL) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Aug 4, 2025 | Sep 14, 2026 |
| TXN — Charles Schwab Brokerage Account 924 ⇒ Texas Instruments Incorporated - Common Stock (TXN) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Aug 4, 2025 | Sep 14, 2026 |
| THC — Charles Schwab Brokerage Account 924 ⇒ Tenet Healthcare Corporation Common Stock (THC) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Aug 4, 2025 | Sep 14, 2026 |
| RRC — Charles Schwab Brokerage Account 924 ⇒ Range Resources Corporation Common Stock (RRC) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Aug 4, 2025 | Sep 14, 2026 |
| SAP — Charles Schwab Brokerage Account 924 ⇒ SAP SE ADS (SAP) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Aug 4, 2025 | Sep 14, 2026 |
| SNY — Charles Schwab Brokerage Account 924 ⇒ Sanofi - American Depositary Shares (SNY) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Aug 4, 2025 | Sep 14, 2026 |
| RS — Charles Schwab Brokerage Account 924 ⇒ Reliance, Inc. Common Stock (RS) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Aug 4, 2025 | Sep 14, 2026 |
| RHP — Charles Schwab Brokerage Account 924 ⇒ Ryman Hospitality Properties, Inc. (RHP) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Aug 4, 2025 | Sep 14, 2026 |
| RGLD — Charles Schwab Brokerage Account 924 ⇒ Royal Gold, Inc. - Common Stock (RGLD) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Aug 4, 2025 | Sep 14, 2026 |
| ROP — Charles Schwab Brokerage Account 924 ⇒ Roper Technologies, Inc. (ROP) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Aug 4, 2025 | Sep 14, 2026 |
| PAYX — Charles Schwab Brokerage Account 924 ⇒ Paychex, Inc. - Common Stock (PAYX) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Aug 4, 2025 | Sep 14, 2026 |
| PYPL — Charles Schwab Brokerage Account 924 ⇒ PayPal Holdings, Inc. - Common Stock (PYPL) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Aug 4, 2025 | Sep 14, 2026 |
| MU — Charles Schwab Brokerage Account 924 ⇒ Micron Technology, Inc. - Common Stock (MU) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Aug 4, 2025 | Sep 14, 2026 |
| MKSI — Charles Schwab Brokerage Account 924 ⇒ MKS Inc. - Common Stock (MKSI) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Aug 4, 2025 | Sep 14, 2026 |
| PECO — Charles Schwab Brokerage Account 924 ⇒ Phillips Edison & Company, Inc. - Common Stock (PECO) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Aug 4, 2025 | Sep 14, 2026 |
| OTIS — Charles Schwab Brokerage Account 924 ⇒ Otis Worldwide Corporation Common Stock (OTIS) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Aug 4, 2025 | Sep 14, 2026 |
| MRK — Charles Schwab Brokerage Account 924 ⇒ Merck & Company, Inc. Common Stock (MRK) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Aug 4, 2025 | Sep 14, 2026 |
| MORN — Charles Schwab Brokerage Account 924 ⇒ Morningstar, Inc. - Common Stock (MORN) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Aug 4, 2025 | Sep 14, 2026 |
| NYT — Charles Schwab Brokerage Account 924 ⇒ New York Times Company (NYT) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Aug 4, 2025 | Sep 14, 2026 |
| NOW — Charles Schwab Brokerage Account 924 ⇒ ServiceNow, Inc. Common Stock (NOW) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Aug 4, 2025 | Sep 14, 2026 |
| ORLY — Charles Schwab Brokerage Account 924 ⇒ O'Reilly Automotive, Inc. - Common Stock (ORLY) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 1440 · Annual | Aug 4, 2025 | Sep 14, 2026 |
| MGY — Charles Schwab Brokerage Account 924 ⇒ Magnolia Oil & Gas Corporation Class A Common Stock (MGY) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Aug 4, 2025 | Sep 14, 2026 |
| NOVT — Charles Schwab Brokerage Account 924 ⇒ Novanta Inc. - Common Shares (NOVT) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Aug 4, 2025 | Sep 14, 2026 |
| NTES — Charles Schwab Brokerage Account 924 ⇒ NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares (NTES) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Aug 4, 2025 | Sep 14, 2026 |
| NVO — Charles Schwab Brokerage Account 924 ⇒ Novo Nordisk A/S Common Stock (NVO) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 1444 · Annual | Aug 4, 2025 | Sep 14, 2026 |
| NOG — Charles Schwab Brokerage Account 924 ⇒ Northern Oil and Gas, Inc. Common Stock (NOG) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Aug 4, 2025 | Sep 14, 2026 |
| MT — Charles Schwab Brokerage Account 924 ⇒ Arcelor Mittal NY Registry Shares NEW (MT) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Aug 4, 2025 | Sep 14, 2026 |
| MEDP — Charles Schwab Brokerage Account 924 ⇒ Medpace Holdings, Inc. - Common Stock (MEDP) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Aug 4, 2025 | Sep 14, 2026 |
| MKC — Charles Schwab Brokerage Account 924 ⇒ McCormick & Company, Incorporated Common Stock (MKC) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Aug 4, 2025 | Sep 14, 2026 |
| GWRE — Charles Schwab Brokerage Account 924 ⇒ Guidewire Software, Inc. Common Stock (GWRE) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Aug 4, 2025 | Sep 14, 2026 |
| GGG — Charles Schwab Brokerage Account 924 ⇒ Graco Inc. Common Stock (GGG) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Aug 4, 2025 | Sep 14, 2026 |
| LNT — Charles Schwab Brokerage Account 924 ⇒ Alliant Energy Corporation (LNT) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Aug 4, 2025 | Sep 14, 2026 |
| IEX — Charles Schwab Brokerage Account 924 ⇒ IDEX Corporation Common Stock (IEX) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Aug 4, 2025 | Sep 14, 2026 |
| JNJ — Charles Schwab Brokerage Account 924 ⇒ Johnson & Johnson Common Stock (JNJ) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Aug 4, 2025 | Sep 14, 2026 |
| INFY — Charles Schwab Brokerage Account 924 ⇒ Infosys Limited American Depositary Shares (INFY) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Aug 4, 2025 | Sep 14, 2026 |
25 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.