Republican · House MI09
Wikipedia biography ↗Years Elected: About 5.8Rank: #2
Federal elected service; earlier service not yet verified.
-0.75%
Cumulative estimated return
SPY: 10.27%
Outperformance: -11.02 percentage points
2025-10-31 – 2026-11-02
119.73%
Cumulative estimated return
SPY: 47.10%
Outperformance: 72.63 percentage points
2024-03-11 – 2026-11-02
119.73%
Cumulative estimated return
SPY: 47.10%
Outperformance: 72.63 percentage points
2024-03-11 – 2026-11-02
As of Nov 2, 2026. 1413 parsed trades. Ranks use three-year return.
Returns use correctly parsed individual-stock holdings, purchases and sales, with end-of-day market 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 | $178.48Nov 4, 2026 | Unavailable |
| BLK | Spouse | None | Unavailable | Unavailable | $1224.37Nov 4, 2026 | Unavailable |
| CIEN | Spouse | None | Unavailable | Unavailable | $272.24Nov 4, 2026 | Unavailable |
| ETN | Spouse | None | Unavailable | Unavailable | $353.08Nov 4, 2026 | Unavailable |
| FLEX | Spouse | None | Unavailable | Unavailable | $77.24Nov 4, 2026 | Unavailable |
| HSBC | Spouse | None | Unavailable | Unavailable | Unavailable | Unavailable |
| H | Spouse | None | Unavailable | Unavailable | $190.18Nov 4, 2026 | Unavailable |
| IBKR | Spouse | None | Unavailable | Unavailable | $77.88Nov 4, 2026 | Unavailable |
| SNDR | Spouse | None | Unavailable | Unavailable | $29.81Nov 4, 2026 | Unavailable |
| SHEL | Spouse | None | Unavailable | Unavailable | Unavailable | Unavailable |
| TSM | Spouse | None | Unavailable | Unavailable | $395.75Nov 4, 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 |
|---|---|---|---|
| CACI International, Inc. Class A Common Stock (CACI) [ST] | spouse | 51.00838094042312762885303534 | 34711.20 |
| Caterpillar, Inc. Common Stock (CAT) [ST] | spouse | 9.757302274528934691139703640 | 5987.28 |
| Core & Main, Inc. Class A Common Stock (CNM) [ST] | spouse | 8.4646578054265762017687083 | 382.18 |
| ImmunityBio, Inc. - Common Stock (IBRX) [ST] | spouse | 1786.536414816583114506246519 | 14202.96 |
| Microsoft Corporation - Common Stock (MSFT) [ST] | spouse | 15.59855722363033729771885358 | 7910.34 |
| Novagold Resources Inc. (NG) [ST] | spouse | 1106.569847856154910096818811 | 6506.63 |
| NVIDIA Corporation - Common Stock (NVDA) [ST] | spouse | 1314.270822513710326669865163 | 265561.56 |
| Olin Corporation Common Stock (OLN) [ST] | spouse | 1925.385071090047393364928910 | 34945.74 |
| PDD Holdings Inc. - American Depositary Shares (PDD) [ST] | spouse | 17.37299914088905591025778071 | 1419.03 |
| Palantir Technologies Inc. - Class A Common Stock (PLTR) [ST] | spouse | 2331.885236550615570284294812 | 415868.41 |
| Transocean Ltd (RIG) [ST] | spouse | 5963.394495412844036697247706 | 37151.95 |
| Charles Schwab 401K ⇒ Schwab 824 ⇒ NuScale Power Corporation Class A Common Stock (SMR) [ST] | spouse | 446.2074735080870050195203569 | 2387.21 |
| Seagate Technology Holdings PLC - Ordinary Shares (STX) [ST] | spouse | 136.5052262098817365205856368 | 81051.34 |
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 |
|---|---|---|---|---|
| CTRA — Charles Schwab Brokerage Account 924 ⇒ Coterra Energy Inc. Common Stock (CTRA) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| ELS — Charles Schwab Brokerage Account 924 ⇒ Equity Lifestyle Properties, Inc. Common Stock (ELS) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| WM — Charles Schwab Brokerage Account 924 ⇒ Waste Management, Inc. Common Stock (WM) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| HTH — Charles Schwab Brokerage Account 924 ⇒ Hilltop Holdings Inc. (HTH) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| GL — Charles Schwab Brokerage Account 924 ⇒ Globe Life Inc. Common Stock (GL) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| IBKR — Charles Schwab Brokerage Account 924 ⇒ Interactive Brokers Group, Inc. - Class A Common Stock (IBKR) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| PII — Charles Schwab Brokerage Account 924 ⇒ Polaris Inc. Common Stock (PII) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| GGG — Charles Schwab Brokerage Account 924 ⇒ Graco Inc. Common Stock (GGG) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| PFG — Charles Schwab Brokerage Account 924 ⇒ Principal Financial Group Inc (PFG) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| EME — Charles Schwab Brokerage Account 924 ⇒ EMCOR Group, Inc. Common Stock (EME) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| DT — Charles Schwab Brokerage Account 924 ⇒ Dynatrace, Inc. Common Stock (DT) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| JD — Charles Schwab Brokerage Account 924 ⇒ JD.com, Inc. - American Depositary Shares (JD) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| NOC — Charles Schwab Brokerage Account 924 ⇒ Northrop Grumman Corporation Common Stock (NOC) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| NVS — Charles Schwab Brokerage Account 924 ⇒ Novartis AG Common Stock (NVS) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| HPE — Charles Schwab Brokerage Account 924 ⇒ Hewlett Packard Enterprise Company Common Stock (HPE) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| INTU — Charles Schwab Brokerage Account 924 ⇒ Intuit Inc. - Common Stock (INTU) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| ADSK — Charles Schwab Brokerage Account 924 ⇒ Autodesk, Inc. - Common Stock (ADSK) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| A — Charles Schwab Brokerage Account 924 ⇒ Agilent Technologies, Inc. Common Stock (A) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| ITT — Charles Schwab Brokerage Account 924 ⇒ ITT Inc. Common Stock (ITT) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| HON — Charles Schwab Brokerage Account 924 ⇒ Honeywell International Inc. (HON) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| TMHC — Charles Schwab Brokerage Account 924 ⇒ Taylor Morrison Home Corporation Common Stock (TMHC) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| COST — Charles Schwab Brokerage Account 924 ⇒ Costco Wholesale Corporation - Common Stock (COST) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| SHW — Charles Schwab Brokerage Account 924 ⇒ Sherwin-Williams Company (SHW) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| TM — Charles Schwab Brokerage Account 924 ⇒ Toyota Motor Corporation Common Stock (TM) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| CSL — Charles Schwab Brokerage Account 924 ⇒ Carlisle Companies Incorporated Common Stock (CSL) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| DUOL — Charles Schwab Brokerage Account 924 ⇒ Duolingo, Inc. - Class A Common Stock (DUOL) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| DOC — Charles Schwab Brokerage Account 924 ⇒ Healthpeak Properties, Inc. Common Stock (DOC) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| NNN — Charles Schwab Brokerage Account 924 ⇒ NNN REIT, Inc. Common Stock (NNN) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| WMS — Charles Schwab Brokerage Account 924 ⇒ Advanced Drainage Systems, Inc. Common Stock (WMS) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| L — Charles Schwab Brokerage Account 924 ⇒ Loews Corporation Common Stock (L) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| T — Charles Schwab Brokerage Account 924 ⇒ AT&T Inc. (T) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| DKS — Charles Schwab Brokerage Account 924 ⇒ Dick's Sporting Goods Inc Common Stock (DKS) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| RS — Charles Schwab Brokerage Account 924 ⇒ Reliance, Inc. Common Stock (RS) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| MA — Charles Schwab Brokerage Account 924 ⇒ Mastercard Incorporated Common Stock (MA) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| VRSN — Charles Schwab Brokerage Account 924 ⇒ VeriSign, Inc. - Common Stock (VRSN) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| ITW — Charles Schwab Brokerage Account 924 ⇒ Illinois Tool Works Inc. Common Stock (ITW) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| SF — Charles Schwab Brokerage Account 924 ⇒ Stifel Financial Corporation Common Stock (SF) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| H — Charles Schwab Brokerage Account 924 ⇒ Hyatt Hotels Corporation Class A Common Stock (H) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| BR — Charles Schwab Brokerage Account 924 ⇒ Broadridge Financial Solutions, Inc. Common Stock (BR) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| LSTR — Charles Schwab Brokerage Account 924 ⇒ Landstar System, Inc. - Common Stock (LSTR) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| SR — Charles Schwab Brokerage Account 924 ⇒ Spire Inc. Common Stock (SR) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| WST — Charles Schwab Brokerage Account 924 ⇒ West Pharmaceutical Services, Inc. Common Stock (WST) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| IRT — Charles Schwab Brokerage Account 924 ⇒ Independence Realty Trust, Inc. Common Stock (IRT) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| SBCF — Charles Schwab Brokerage Account 924 ⇒ Seacoast Banking Corporation of Florida - Common Stock (SBCF) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| WSO — Charles Schwab Brokerage Account 924 ⇒ Watsco, Inc. Common Stock (WSO) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| NOW — Charles Schwab Brokerage Account 924 ⇒ ServiceNow, Inc. Common Stock (NOW) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| EG — Charles Schwab Brokerage Account 924 ⇒ Everest Group, Ltd. Common Stock (EG) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| RF — Charles Schwab Brokerage Account 924 ⇒ Regions Financial Corporation Common Stock (RF) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| ROIV — Charles Schwab Brokerage Account 924 ⇒ Roivant Sciences Ltd. - Common Shares (ROIV) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| CNH — Charles Schwab Brokerage Account 924 ⇒ CNH Industrial N.V. Common Shares (CNH) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 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.