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 |
|---|---|---|---|---|---|---|
| KO | Spouse | Oct 30, 2025 | $68.98 | Oct 31, 2025 | $68.90 | -0.12% |
| CLX | Spouse | Oct 30, 2025 | $112.46 | Oct 31, 2025 | $112.46 | 0.00% |
| CIEN | Spouse | Oct 30, 2025 | $188.96 | Oct 31, 2025 | $189.92 | 0.51% |
| CHRD | Spouse | Oct 30, 2025 | $90.23 | Oct 31, 2025 | $90.72 | 0.54% |
| CASY | Spouse | Oct 30, 2025 | $518.54 | Oct 31, 2025 | $513.19 | -1.03% |
| CACI | Spouse | Oct 30, 2025 | $563.25 | Oct 31, 2025 | $562.25 | -0.18% |
| BRO | Spouse | Oct 30, 2025 | $80.45 | Oct 31, 2025 | $79.74 | -0.88% |
| AVGO | Spouse | Oct 30, 2025 | $376.47 | Oct 31, 2025 | $369.63 | -1.82% |
| BCO | Spouse | Oct 30, 2025 | $111.74 | Oct 31, 2025 | $110.90 | -0.75% |
| BSX | Spouse | Oct 30, 2025 | $100.57 | Oct 31, 2025 | $100.72 | 0.15% |
| BL | Spouse | Oct 30, 2025 | $56.74 | Oct 31, 2025 | $57.25 | 0.90% |
| BRK.B | Spouse | Oct 30, 2025 | $478.52 | Oct 31, 2025 | $477.54 | -0.20% |
| BAC | Spouse | Oct 30, 2025 | $53.03 | Oct 31, 2025 | $53.45 | 0.79% |
| ASML | Spouse | Oct 30, 2025 | $1075.45 | Oct 31, 2025 | $1059.23 | -1.51% |
| AAPL | Spouse | Oct 30, 2025 | $271.40 | Oct 31, 2025 | $270.37 | -0.38% |
| APPF | Spouse | Oct 30, 2025 | $235.71 | Oct 31, 2025 | $254.43 | 7.94% |
| AXP | Spouse | Oct 30, 2025 | $358.88 | Oct 31, 2025 | $360.73 | 0.52% |
| GOOG | Spouse | Oct 30, 2025 | $281.90 | Oct 31, 2025 | $281.82 | -0.03% |
| GOOGL | Spouse | Oct 30, 2025 | $281.48 | Oct 31, 2025 | $281.19 | -0.10% |
| ALLE | Spouse | Oct 30, 2025 | $165.29 | Oct 31, 2025 | $165.77 | 0.29% |
| BABA | Spouse | Oct 30, 2025 | $173.93 | Oct 31, 2025 | $170.43 | -2.01% |
| AKAM | Spouse | Oct 30, 2025 | $73.93 | Oct 31, 2025 | $75.10 | 1.58% |
| AMD | Spouse | Oct 30, 2025 | $254.84 | Oct 31, 2025 | $256.12 | 0.50% |
| ACIW | Spouse | Oct 30, 2025 | $47.23 | Oct 31, 2025 | $47.63 | 0.85% |
| ABBV | Spouse | Oct 30, 2025 | $228.20 | Oct 31, 2025 | $218.04 | -4.45% |
| WYNN | Spouse | Jun 9, 2025 | $84.70 | Oct 30, 2025 | $119.77 | 41.40% |
| WSFS | Spouse | Jun 17, 2025 | $50.93 | Oct 30, 2025 | $52.83 | 3.73% |
| WMT | Spouse | Jun 17, 2025 | $94.25 | Oct 30, 2025 | $102.23 | 8.47% |
| WRB | Spouse | Jul 16, 2025 | $67.97 | Oct 30, 2025 | $71.54 | 5.25% |
| VST | Spouse | Jun 17, 2025 | $177.52 | Oct 30, 2025 | $189.71 | 6.86% |
| UNM | Spouse | Aug 4, 2025 | $69.95 | Oct 30, 2025 | $73.50 | 5.08% |
| UNH | Spouse | Aug 13, 2025 | $271.81 | Oct 30, 2025 | $344.75 | 26.83% |
| UTHR | Spouse | Jun 11, 2025 | $276.47 | Oct 30, 2025 | $453.53 | 64.04% |
| TCOM | Spouse | Jun 24, 2025 | $58.89 | Oct 30, 2025 | $70.55 | 19.80% |
| TMUS | Spouse | Jun 17, 2025 | $221.43 | Oct 30, 2025 | $210.65 | -4.87% |
| TMO | Spouse | Jul 22, 2025 | $427.62 | Oct 30, 2025 | $556.22 | 30.07% |
| SJM | Spouse | Jun 24, 2025 | $97.19 | Oct 30, 2025 | $102.35 | 5.31% |
| BNY | Spouse | Jun 17, 2025 | $89.77 | Oct 30, 2025 | $107.92 | 20.22% |
| TXT | Spouse | Aug 4, 2025 | $77.81 | Oct 30, 2025 | $79.42 | 2.07% |
| TSLA | Spouse | Jun 9, 2025 | $308.58 | Oct 30, 2025 | $440.10 | 42.62% |
| TSLA | Spouse | Jun 17, 2025 | $316.35 | Oct 30, 2025 | $440.10 | 39.12% |
| TER | Spouse | Jun 17, 2025 | $86.43 | Oct 30, 2025 | $176.88 | 104.65% |
| TSM | Spouse | Jun 9, 2025 | $207.00 | Oct 30, 2025 | $303.22 | 46.48% |
| TSM | Spouse | Jun 17, 2025 | $213.90 | Oct 30, 2025 | $303.22 | 41.76% |
| SF | Spouse | Jun 17, 2025 | $63.98 | Oct 30, 2025 | $78.51 | 22.72% |
| SFM | Spouse | Sep 25, 2025 | $111.36 | Oct 30, 2025 | $77.25 | -30.63% |
| SONY | Spouse | Aug 4, 2025 | $23.97 | Oct 30, 2025 | $27.75 | 15.77% |
| SGI | Spouse | Jun 24, 2025 | $67.22 | Oct 30, 2025 | $79.78 | 18.68% |
| SLB | Spouse | Sep 25, 2025 | $34.59 | Oct 30, 2025 | $36.32 | 5.00% |
| SHW | Spouse | Jun 17, 2025 | $331.03 | Oct 30, 2025 | $347.90 | 5.10% |
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 |
|---|---|---|---|---|
| TXN — Charles Schwab Brokerage Account 924 ⇒ Texas Instruments Incorporated - Common Stock (TXN) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| EVTC — Charles Schwab Brokerage Account 924 ⇒ Evertec, Inc. Common Stock (EVTC) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| DUK — Charles Schwab Brokerage Account 924 ⇒ Duke Energy Corporation (DUK) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| EQH — Charles Schwab Brokerage Account 924 ⇒ Equitable Holdings, Inc. Common Stock (EQH) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| EXC — Charles Schwab Brokerage Account 924 ⇒ Exelon Corporation (EXC) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| SNY — Charles Schwab Brokerage Account 924 ⇒ Sanofi - American Depositary Shares (SNY) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| P — Charles Schwab Brokerage Account 924 ⇒ Pure Storage, Inc. Class A Common Stock (PSTG) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| SE — Charles Schwab Brokerage Account 924 ⇒ Sea Limited American Depositary Shares, each representing one Class A Ordinary Share (SE) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| TSM — Charles Schwab Brokerage Account 924 ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| FFIN — Charles Schwab Brokerage Account 924 ⇒ First Financial Bankshares, Inc. - Common Stock (FFIN) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| TER — Charles Schwab Brokerage Account 924 ⇒ Teradyne, Inc. (TER) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| FHB — Charles Schwab Brokerage Account 924 ⇒ First Hawaiian, Inc. - Common Stock (FHB) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| TXRH — Charles Schwab Brokerage Account 924 ⇒ Texas Roadhouse, Inc. - Common Stock (TXRH) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| ORCL — Charles Schwab Brokerage Account 924 ⇒ Oracle Corporation Common Stock (ORCL) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| FIZZ — Charles Schwab Brokerage Account 924 ⇒ National Beverage Corp. - Common Stock (FIZZ) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| HOMB — Charles Schwab Brokerage Account 924 ⇒ Home BancShares, Inc. Common Stock (HOMB) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| BDX — Charles Schwab Brokerage Account 924 ⇒ Becton, Dickinson and Company Common Stock (BDX) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| CL — Charles Schwab Brokerage Account 924 ⇒ Colgate-Palmolive Company Common Stock (CL) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| STZ — Charles Schwab Brokerage Account 924 ⇒ Constellation Brands, Inc. Common Stock (STZ) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| HAL — Charles Schwab Brokerage Account 924 ⇒ Halliburton Company Common Stock (HAL) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| GATX — Charles Schwab Brokerage Account 924 ⇒ GATX Corporation Common Stock (GATX) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| RVTY — Charles Schwab Brokerage Account 924 ⇒ Revvity, Inc. Common Stock (RVTY) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| EMN — Charles Schwab Brokerage Account 924 ⇒ Eastman Chemical Company Common Stock (EMN) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| KDP — Charles Schwab Brokerage Account 924 ⇒ Keurig Dr Pepper Inc. (KDP) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| UNH — Charles Schwab Brokerage Account 924 ⇒ UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| WSFS — Charles Schwab Brokerage Account 924 ⇒ WSFS Financial Corporation - Common Stock (WSFS) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| VST — Charles Schwab Brokerage Account 924 ⇒ Vistra Corp. Common Stock (VST) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| BCS — Charles Schwab Brokerage Account 924 ⇒ Barclays PLC Common Stock (BCS) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| FR — Charles Schwab Brokerage Account 924 ⇒ First Industrial Realty Trust, Inc. Common Stock (FR) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| EBAY — Charles Schwab Brokerage Account 924 ⇒ eBay Inc. - Common Stock (EBAY) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| GNW — Charles Schwab Brokerage Account 924 ⇒ Genworth Financial Inc Common Stock (GNW) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| DHI — Charles Schwab Brokerage Account 924 ⇒ D.R. Horton, Inc. Common Stock (DHI) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| WMT — Charles Schwab Brokerage Account 924 ⇒ Walmart Inc. Common Stock (WMT) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| TMUS — Charles Schwab Brokerage Account 924 ⇒ T-Mobile US, Inc. (TMUS) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| COHR — Charles Schwab Brokerage Account 924 ⇒ Coherent Corp. (COHR) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| AXP — Charles Schwab Brokerage Account 924 ⇒ American Express Company Common Stock (AXP) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| DOCU — Charles Schwab Brokerage Account 924 ⇒ DocuSign, Inc. - Common Stock (DOCU) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| HAS — Charles Schwab Brokerage Account 924 ⇒ Hasbro, Inc. - Common Stock (HAS) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| CHD — Charles Schwab Brokerage Account 924 ⇒ Church & Dwight Company, Inc. Common Stock (CHD) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 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 | Jun 17, 2025 | Sep 14, 2026 |
| GPK — Charles Schwab Brokerage Account 924 ⇒ Graphic Packaging Holding Company (GPK) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| IBM — Charles Schwab Brokerage Account 924 ⇒ International Business Machines Corporation Common Stock (IBM) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| ASML — Charles Schwab Brokerage Account 924 ⇒ ASML Holding N.V. - New York Registry Shares (ASML) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| ALLE — Charles Schwab Brokerage Account 924 ⇒ Allegion plc Ordinary Shares (ALLE) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| HDB — Charles Schwab Brokerage Account 924 ⇒ HDFC Bank Limited Common Stock (HDB) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| TTE — Charles Schwab Brokerage Account 924 ⇒ TotalEnergies SE (TTE) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| FTV — Charles Schwab Brokerage Account 924 ⇒ Fortive Corporation Common Stock (FTV) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| EIG — Charles Schwab Brokerage Account 924 ⇒ Employers Holdings Inc Common Stock (EIG) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| OKTA — Charles Schwab Brokerage Account 924 ⇒ Okta, Inc. - Class A Common Stock (OKTA) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 17, 2025 | Sep 14, 2026 |
| HQY — Charles Schwab Brokerage Account 924 ⇒ HealthEquity, Inc. - Common Stock (HQY) [ST] | Spouse | SaleAnnual 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.