Republican · House MI09
Wikipedia biography ↗Years Elected: About 5.8Rank: #2
Federal elected service; earlier service not yet verified.
0.79%
Cumulative estimated return
SPY: 10.27%
Outperformance: -9.48 percentage points
2025-10-31 – 2026-11-02
126.67%
Cumulative estimated return
SPY: 47.10%
Outperformance: 79.57 percentage points
2024-03-11 – 2026-11-02
126.67%
Cumulative estimated return
SPY: 47.10%
Outperformance: 79.57 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 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 | $169.91Nov 3, 2026 | Unavailable |
| BLK | Spouse | None | Unavailable | Unavailable | $1161.32Nov 3, 2026 | Unavailable |
| CIEN | Spouse | None | Unavailable | Unavailable | $300.08Nov 3, 2026 | Unavailable |
| ETN | Spouse | None | Unavailable | Unavailable | $391.70Nov 3, 2026 | Unavailable |
| FLEX | Spouse | None | Unavailable | Unavailable | $88.10Nov 3, 2026 | Unavailable |
| HSBC | Spouse | None | Unavailable | Unavailable | Unavailable | Unavailable |
| H | Spouse | None | Unavailable | Unavailable | $185.44Nov 3, 2026 | Unavailable |
| IBKR | Spouse | None | Unavailable | Unavailable | $77.46Nov 3, 2026 | Unavailable |
| SNDR | Spouse | None | Unavailable | Unavailable | $29.55Nov 3, 2026 | Unavailable |
| SHEL | Spouse | None | Unavailable | Unavailable | Unavailable | Unavailable |
| TSM | Spouse | None | Unavailable | Unavailable | $404.80Nov 3, 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 | 1860.48 |
| Albertsons Companies, Inc. Class A Common Stock (ACI) [ST] | spouse | 428.1349354938432224574064741 | 5874.01 |
| ACI Worldwide, Inc. - Common Stock (ACIW) [ST] | spouse | 2.1429538567388271694746015 | 125.15 |
| Arthur J. Gallagher & Co. Common Stock (AJG) [ST] | spouse | 0.07526475772139219439483789 | 20.99 |
| Allegion plc Ordinary Shares (ALLE) [ST] | spouse | 10.46092296874271071022110701 | 2005.67 |
| Advanced Micro Devices, Inc. (AMD) [ST] | spouse | 31.70918818418736398273183560 | 14803.12 |
| ASML Holding N.V. - New York Registry Shares (ASML) [ST] | spouse | 2.311040356229851227885824753 | 3526.97 |
| AptarGroup, Inc. Common Stock (ATR) [ST] | spouse | 51.99519074543445765906284526 | 7480.03 |
| Broadcom Inc. - Common Stock (AVGO) [ST] | spouse | 42.57701878070890942517880984 | 13719.59 |
| American Express Company Common Stock (AXP) [ST] | spouse | 5.14454109086593873416068819 | 1687.31 |
| Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) [ST] | spouse | 19.33565798785825147775522624 | 1962.57 |
| Bank of America Corporation Common Stock (BAC) [ST] | spouse | 31.2020696304947329705868233 | 1546.69 |
| Beacon Financial Corporation Common stock (BBT) [ST] | spouse | 444.6430745082964956115061823 | 14037.38 |
| Brinks Company (BCO) [ST] | spouse | 22.41906434698983326042388704 | 2406.69 |
| Becton, Dickinson and Company Common Stock (BDX) [ST] | spouse | 0.56875685539493860915854023 | 112.96 |
| BlackLine, Inc. - Common Stock (BL) [ST] | spouse | 16.3453636858945277039752006 | 557.21 |
| The Bank of New York Mellon Corporation Common Stock (BK) [ST] | spouse | 14.99545236211659265619053588 | 2216.03 |
| Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | spouse | 0.22145667071987910515275634 | 123.15 |
| BWX Technologies, Inc. Common Stock (BWXT) [ST] | spouse | 21.46007299719479687115087790 | 2799.90 |
| CACI International, Inc. Class A Common Stock (CACI) [ST] | spouse | 51.00838094042312762885303534 | 34711.20 |
| Caseys General Stores, Inc. - Common Stock (CASY) [ST] | spouse | 0.42631250132270810525962293 | 284.85 |
| Caterpillar, Inc. Common Stock (CAT) [ST] | spouse | 9.757302274528934691139703640 | 5987.28 |
| Chemed Corp (CHE) [ST] | spouse | 14.35530754324266130768678677 | 7783.16 |
| Cummins Inc. Common Stock (CMI) [ST] | spouse | 6.42500192673105320692848818 | 3216.36 |
| Core & Main, Inc. Class A Common Stock (CNM) [ST] | spouse | 8.4646578054265762017687083 | 382.18 |
| Coherent Corp. (COHR) [ST] | spouse | 39.66637629334685812192016282 | 7931.29 |
| Costco Wholesale Corporation - Common Stock (COST) [ST] | spouse | 0.716556182876744151093846263 | 745.61 |
| Cisco Systems, Inc. - Common Stock (CSCO) [ST] | spouse | 0.5655543165548995535484773 | 57.47 |
| Carlisle Companies Incorporated Common Stock (CSL) [ST] | spouse | 0.13613339881756085743186937 | 53.42 |
| Cintas Corporation - Common Stock (CTAS) [ST] | spouse | 4.66811733264814792510602307 | 1049.25 |
| Delta Air Lines, Inc. Common Stock (DAL) [ST] | spouse | 29.6421588573102099659195404 | 2472.75 |
| Datadog, Inc. - Class A Common Stock (DDOG) [ST] | spouse | 13.01901543635664320150108651 | 2813.41 |
| D.R. Horton, Inc. Common Stock (DHI) [ST] | spouse | 13.04949319580373142062510862 | 1995.66 |
| Dick's Sporting Goods Inc Common Stock (DKS) [ST] | spouse | 9.63118555408321198250399204 | 1369.94 |
| DocuSign, Inc. - Common Stock (DOCU) [ST] | spouse | 0.8086790595607749768060160 | 66.03 |
| Dow Inc. Common Stock (DOW) [ST] | spouse | 290.6102433708681438430802761 | 9933.06 |
| Ecolab Inc. Common Stock (ECL) [ST] | spouse | 2.94028087514760406052978206 | 906.72 |
| Encompass Health Corporation Common Stock (EHC) [ST] | spouse | 3.53987169496381400255093083 | 485.63 |
| Elevance Health, Inc. Common Stock (ELV) [ST] | spouse | 17.21353393117243922077567568 | 7119.52 |
| EMCOR Group, Inc. Common Stock (EME) [ST] | spouse | 4.78066872529847219712004401 | 3264.05 |
| Entegris, Inc. - Common Stock (ENTG) [ST] | spouse | 21.21410131999430373540495241 | 3215.21 |
| Exelon Corporation (EXC) [ST] | spouse | 15.2641718261867305348448420 | 709.02 |
| Fiserv, Inc. Common Stock (FI) [ST] | spouse | 48.20159055307868417881672491 | 2503.11 |
| Five Below, Inc. - Common Stock (FIVE) [ST] | spouse | 13.11752935383763762405676542 | 3134.70 |
| Fortinet, Inc. - Common Stock (FTNT) [ST] | spouse | 8.28463751266154051753492194 | 1045.60 |
| Fortive Corporation Common Stock (FTV) [ST] | spouse | 1.8022300790824320634694044 | 120.46 |
| GameStop Corporation Common Stock (GME) [ST] | spouse | 280.2276707530647985989492119 | 6778.71 |
| Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | spouse | 16.95483973868023462389073748 | 4714.12 |
| Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | spouse | 61.78456728335726886851521645 | 17237.28 |
| Getty Realty Corporation Common Stock (GTY) [ST] | spouse | 10.3499253461950643575114224 | 295.59 |
| Hasbro, Inc. - Common Stock (HAS) [ST] | spouse | 13.6838344569179322160582808 | 1619.62 |
| HCA Healthcare, Inc. Common Stock (HCA) [ST] | spouse | 0.00789083385684665190328441 | 3.69 |
| Hims & Hers Health, Inc. Class A Common Stock (HIMS) [ST] | spouse | 126.2904498816101026045777427 | 3187.57 |
| Hewlett Packard Enterprise Company Common Stock (HPE) [ST] | spouse | 122.6042958597826352469008631 | 6276.11 |
| Humana Inc. Common Stock (HUM) [ST] | spouse | 36.29976927899636571335469728 | 14897.79 |
| ImmunityBio, Inc. - Common Stock (IBRX) [ST] | spouse | 1786.536414816583114506246519 | 14202.96 |
| IDEX Corporation Common Stock (IEX) [ST] | spouse | 3.89505333711463061682504074 | 921.26 |
| Illumina, Inc. - Common Stock (ILMN) [ST] | spouse | 29.38527984738897891505521603 | 6658.12 |
| Gartner, Inc. Common Stock (IT) [ST] | spouse | 0.96466032130853846314578570 | 226.95 |
| ITT Inc. Common Stock (ITT) [ST] | spouse | 10.17115875950692351868332668 | 2053.76 |
| Illinois Tool Works Inc. Common Stock (ITW) [ST] | spouse | 0.37263100703817904595071825 | 108.08 |
| JP Morgan Chase & Co. Common Stock (JPM) [ST] | spouse | 34.01270780835574521637480613 | 11584.05 |
| Kite Realty Group Trust Common Stock (KRG) [ST] | spouse | 7.1572822668192903332380475 | 184.23 |
| Loews Corporation Common Stock (L) [ST] | spouse | 10.27810516265905545747158116 | 1144.36 |
| Li Auto Inc. - American Depositary Shares (LI) [ST] | spouse | 264.8684428869145441507049865 | 2961.23 |
| Eli Lilly and Company Common Stock (LLY) [ST] | spouse | 0.01201416746006747504272838 | 16.95 |
| Louisiana-Pacific Corporation Common Stock (LPX) [ST] | spouse | 4.09711431813555394431430754 | 309.66 |
| McDonald's Corporation Common Stock (MCD) [ST] | spouse | 0.64016220402147319798534276 | 170.05 |
| Meta Platforms, Inc. - Class A Common Stock (META) [ST] | spouse | 12.76784949437851064074555495 | 7746.64 |
| MKS Inc. - Common Stock (MKSI) [ST] | spouse | 29.44055885300923698287182968 | 5786.25 |
| Martin Marietta Materials, Inc. Common Stock (MLM) [ST] | spouse | 1.05709680938531814542027825 | 583.75 |
| Microsoft Corporation - Common Stock (MSFT) [ST] | spouse | 23.48845860396781636428701773 | 11911.47 |
| MasTec, Inc. Common Stock (MTZ) [ST] | spouse | 9.92555069411970726506828621 | 1923.27 |
| Neurocrine Biosciences, Inc. - Common Stock (NBIX) [ST] | spouse | 0.36632445072694607633507760 | 53.25 |
| Norwegian Cruise Line Holdings Ltd. Ordinary Shares (NCLH) [ST] | spouse | 84.4385971472756231262666843 | 1514.83 |
| Netflix, Inc. - Common Stock (NFLX) [ST] | spouse | 18.25431261927849932012550428 | 1137.97 |
| Novagold Resources Inc. (NG) [ST] | spouse | 1106.569847856154910096818811 | 6506.63 |
| NewJersey Resources Corporation Common Stock (NJR) [ST] | spouse | 1.2454537502035034634004607 | 67.48 |
| ServiceNow, Inc. Common Stock (NOW) [ST] | spouse | 45.29850253434106121958870094 | 4802.09 |
| Northern Trust Corporation - Common Stock (NTRS) [ST] | spouse | 10.79884626586267645310496734 | 1842.93 |
| NVIDIA Corporation - Common Stock (NVDA) [ST] | spouse | 1314.270822513710326669865163 | 265561.56 |
| NXP Semiconductors N.V. - Common Stock (NXPI) [ST] | spouse | 1.46777552938505239972924886 | 377.57 |
| New York Times Company (NYT) [ST] | spouse | 0.8354341157787108142798094 | 58.45 |
| Olin Corporation Common Stock (OLN) [ST] | spouse | 1925.385071090047393364928910 | 34945.74 |
| Oracle Corporation Common Stock (ORCL) [ST] | spouse | 7.96535616955635266980739094 | 949.63 |
| Otis Worldwide Corporation Common Stock (OTIS) [ST] | spouse | 7.42224023138978215268775084 | 581.68 |
| Ovintiv Inc. (OVV) [ST] | spouse | 206.8916472717869149211274890 | 14023.12 |
| Pure Storage, Inc. Class A Common Stock (PSTG) [ST] | spouse | 71.70999680977782782047851771 | 8159.16 |
| Palo Alto Networks, Inc. (PANW) [ST] | spouse | 3.33065474048761973745584458 | 1171.46 |
| PDD Holdings Inc. - American Depositary Shares (PDD) [ST] | spouse | 17.37299914088905591025778071 | 1419.03 |
| Pepsico, Inc. (PEP) [ST] | spouse | 6.28503139537911395527454828 | 882.54 |
| Principal Financial Group Inc (PFG) [ST] | spouse | 10.34877850602615414948780511 | 1167.45 |
| Parker-Hannifin Corporation Common Stock (PH) [ST] | spouse | 0.66887244325248132604475048 | 620.91 |
| Polaris Inc. Common Stock (PII) [ST] | spouse | 78.7264878810715047944985560 | 4925.92 |
| Palantir Technologies Inc. - Class A Common Stock (PLTR) [ST] | spouse | 2331.885236550615570284294812 | 415868.41 |
| Quanta Services, Inc. Common Stock (PWR) [ST] | spouse | 3.23563409825762825455519763 | 2009.91 |
| Regions Financial Corporation Common Stock (RF) [ST] | spouse | 40.8260817851853557095390471 | 1182.73 |
| Repligen Corporation - Common Stock (RGEN) [ST] | spouse | 16.43301116486072388486719129 | 2842.09 |
| Transocean Ltd (RIG) [ST] | spouse | 5963.394495412844036697247706 | 37151.95 |
| Roivant Sciences Ltd. - Common Shares (ROIV) [ST] | spouse | 319.8918991448919779421664024 | 11480.92 |
| Rollins, Inc. Common Stock (ROL) [ST] | spouse | 1.1212609685170842708254045 | 40.40 |
| Science Applications International Corporation - Common Stock (SAIC) [ST] | spouse | 66.91489061951809991623610662 | 10231.96 |
| Seacoast Banking Corporation of Florida - Common Stock (SBCF) [ST] | spouse | 60.9164783253305021810060779 | 2071.16 |
| Starbucks Corporation - Common Stock (SBUX) [ST] | spouse | 82.53043119455333195791211058 | 8616.18 |
| Stifel Financial Corporation Common Stock (SF) [ST] | spouse | 10.21718537878920960079144571 | 701.61 |
| Somnigroup International Inc. Common Stock (SGI) [ST] | spouse | 18.1814721526980210959397475 | 1207.61 |
| Shopify Inc. - Class A Subordinate Voting Shares (SHOP) [ST] | spouse | 1.02602959910399015073142789 | 160.29 |
| Sherwin-Williams Company (SHW) [ST] | spouse | 1.29154907745175482024185263 | 455.10 |
| The J.M. Smucker Company Common Stock (SJM) [ST] | spouse | 5.05594754861735481665411283 | 664.10 |
| SLB Limited Common Shares (SLB) [ST] | spouse | 9.4288381270687429979618627 | 493.22 |
| Charles Schwab 401K ⇒ Schwab 824 ⇒ NuScale Power Corporation Class A Common Stock (SMR) [ST] | spouse | 446.2074735080870050195203569 | 2387.21 |
| Sony Group Corporation American Depositary Shares (SONY) [ST] | spouse | 46.9103968273119162377881801 | 1196.68 |
| Seagate Technology Holdings PLC - Ordinary Shares (STX) [ST] | spouse | 136.5052262098817365205856368 | 81051.34 |
| Sysco Corporation Common Stock (SYY) [ST] | spouse | 4.6750334323425378081045943 | 382.14 |
| Trip.com Group Limited - American Depositary Shares (TCOM) [ST] | spouse | 22.6136533657519020491982064 | 926.82 |
| Teradyne, Inc. (TER) [ST] | spouse | 48.54940318724507172620357109 | 12671.88 |
| Teleflex Incorporated Common Stock (TFX) [ST] | spouse | 1.15216833107816605875201004 | 162.08 |
| TJX Companies, Inc. (TJX) [ST] | spouse | 1.97825921317144766282982145 | 278.93 |
| Thermo Fisher Scientific Inc Common Stock (TMO) [ST] | spouse | 4.60883763127939828248140365 | 3146.22 |
| Targa Resources, Inc. Common Stock (TRGP) [ST] | spouse | 49.22475850612194671752907156 | 14508.01 |
| Tesla, Inc. - Common Stock (TSLA) [ST] | spouse | 110.0459214841172882789152062 | 44438.74 |
| Textron Inc. Common Stock (TXT) [ST] | spouse | 3.81713800895352369875496395 | 337.93 |
| Uber Technologies, Inc. Common Stock (UBER) [ST] | spouse | 18.50662462391064622675897506 | 1234.58 |
| United Bankshares, Inc. - Common Stock (UBSI) [ST] | spouse | 218.3521620311720219586164536 | 10766.95 |
| UnitedHealth Group Incorporated Common Stock (UNH) [ST] | spouse | 6.01075333475034629577342615 | 2406.95 |
| Unum Group Common Stock (UNM) [ST] | spouse | 5.4056074609855777047425984 | 492.02 |
| United Therapeutics Corporation - Common Stock (UTHR) [ST] | spouse | 10.97674446719802678844431164 | 6543.57 |
| Visa Inc. (V) [ST] | spouse | 1.83505426150342007850465826 | 780.83 |
| Vontier Corporation Common Stock (VNT) [ST] | spouse | 3.0204757692293456414963746 | 111.24 |
| VeriSign, Inc. - Common Stock (VRSN) [ST] | spouse | 0.10576772594479851931670194 | 32.62 |
| Vistra Corp. Common Stock (VST) [ST] | spouse | 2.57884100456930400249551591 | 347.14 |
| Williams Companies, Inc. (WMB) [ST] | spouse | 1.0868513872519212973151558 | 77.37 |
| Walmart Inc. Common Stock (WMT) [ST] | spouse | 5.81399066610809424913343505 | 742.39 |
| W.R. Berkley Corporation Common Stock (WRB) [ST] | spouse | 5.5602799170250203970740402 | 417.91 |
| WSFS Financial Corporation - Common Stock (WSFS) [ST] | spouse | 3.4982197322920950037499854 | 281.68 |
| Watsco, Inc. Common Stock (WSO) [ST] | spouse | 0.36136195547827978193944769 | 114.45 |
| West Pharmaceutical Services, Inc. Common Stock (WST) [ST] | spouse | 0.14079091982135586841681748 | 57.43 |
| Essential Utilities, Inc. Common Stock (WTRG) [ST] | spouse | 6.7261007996440813300195798 | 298.91 |
| Wynn Resorts, Limited - Common Stock (WYNN) [ST] | spouse | 27.22016414622363174189530871 | 2114.19 |
| Exxon Mobil Corporation Common Stock (XOM) [ST] | spouse | 77.59747607282436618149290954 | 13941.94 |
| Yum! Brands, Inc. (YUM) [ST] | spouse | 0.80928385129990112543924015 | 127.54 |
| Zoetis Inc. Class A Common Stock (ZTS) [ST] | spouse | 1.46155745525459882501460110 | 121.57 |
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 |
|---|---|---|---|---|---|---|
| DE | Spouse | Jun 24, 2025 | $514.10 | Jul 16, 2025 | $507.73 | -1.24% |
| CUZ | Spouse | Jul 10, 2025 | $29.01 | Jul 16, 2025 | $28.72 | -1.00% |
| CTSH | Spouse | Jul 10, 2025 | $76.73 | Jul 16, 2025 | $74.83 | -2.48% |
| SCHW | Spouse | Jul 10, 2025 | $93.04 | Jul 16, 2025 | $91.26 | -1.91% |
| ADP | Spouse | Jul 10, 2025 | $305.82 | Jul 16, 2025 | $300.27 | -1.81% |
| A | Spouse | Jun 17, 2025 | $116.09 | Jul 16, 2025 | $113.43 | -2.29% |
| WMS | Spouse | Jun 17, 2025 | $113.58 | Jul 16, 2025 | $110.89 | -2.37% |
| VZ | Spouse | Jun 24, 2025 | $42.63 | Jul 10, 2025 | $42.03 | -1.41% |
| TSLA | Spouse | Jun 9, 2025 | $308.58 | Jul 10, 2025 | $309.87 | 0.42% |
| SFM | Spouse | Jun 11, 2025 | $159.90 | Jul 10, 2025 | $158.72 | -0.73% |
| SE | Spouse | Jun 17, 2025 | $157.27 | Jul 10, 2025 | $149.40 | -5.00% |
| PG | Spouse | Jun 24, 2025 | $160.36 | Jul 10, 2025 | $158.49 | -1.17% |
| PM | Spouse | Jun 24, 2025 | $184.49 | Jul 10, 2025 | $180.99 | -1.90% |
| OKTA | Spouse | Jun 17, 2025 | $98.67 | Jul 10, 2025 | $94.41 | -4.32% |
| MNST | Spouse | Jun 17, 2025 | $31.39 | Jul 10, 2025 | $29.58 | -5.75% |
| INGR | Spouse | Jun 24, 2025 | $137.50 | Jul 10, 2025 | $136.35 | -0.84% |
| HLN | Spouse | Jun 24, 2025 | $10.49 | Jul 10, 2025 | $10.11 | -3.62% |
| GMED | Spouse | Jun 17, 2025 | $58.14 | Jul 10, 2025 | $57.80 | -0.58% |
| GL | Spouse | Jun 17, 2025 | $119.41 | Jul 10, 2025 | $119.13 | -0.23% |
| FTV | Spouse | Jun 17, 2025 | $52.43 | Jul 10, 2025 | $53.06 | 1.20% |
| ELS | Spouse | Jun 17, 2025 | $62.52 | Jul 10, 2025 | $61.82 | -1.12% |
| EIG | Spouse | Jun 17, 2025 | $46.55 | Jul 10, 2025 | $46.18 | -0.79% |
| EC | Spouse | Jun 9, 2025 | $8.93 | Jul 10, 2025 | $9.00 | 0.78% |
| COST | Spouse | Jun 17, 2025 | $977.72 | Jul 10, 2025 | $970.17 | -0.77% |
| KO | Spouse | Jun 24, 2025 | $70.21 | Jul 10, 2025 | $69.77 | -0.63% |
| BR | Spouse | Jun 17, 2025 | $238.76 | Jul 10, 2025 | $238.59 | -0.07% |
| BJ | Spouse | Jun 11, 2025 | $108.72 | Jul 10, 2025 | $106.70 | -1.86% |
| ADSK | Spouse | Jun 17, 2025 | $296.85 | Jul 10, 2025 | $286.11 | -3.62% |
| T | Spouse | Jun 17, 2025 | $27.65 | Jul 10, 2025 | $27.62 | -0.11% |
| AIG | Spouse | Jun 17, 2025 | $84.22 | Jul 10, 2025 | $82.46 | -2.09% |
| ADBE | Spouse | Jun 23, 2025 | $380.12 | Jul 10, 2025 | $371.43 | -2.29% |
| ACN | Spouse | Jun 24, 2025 | $300.72 | Jul 10, 2025 | $288.36 | -4.11% |
| ABT | Spouse | Jun 24, 2025 | $138.08 | Jul 10, 2025 | $133.60 | -3.24% |
| WM | Spouse | Jun 17, 2025 | $234.30 | Jun 24, 2025 | $234.14 | -0.07% |
| VRSN | Spouse | Jun 17, 2025 | $283.96 | Jun 24, 2025 | $285.03 | 0.38% |
| UNH | Spouse | Jun 17, 2025 | $308.87 | Jun 24, 2025 | $305.62 | -1.05% |
| TXRH | Spouse | Jun 17, 2025 | $194.55 | Jun 24, 2025 | $188.79 | -2.96% |
| SBUX | Spouse | Jun 17, 2025 | $91.59 | Jun 24, 2025 | $91.50 | -0.10% |
| SONY | Spouse | Jun 17, 2025 | $24.84 | Jun 24, 2025 | $24.19 | -2.61% |
| ROST | Spouse | Jun 17, 2025 | $129.05 | Jun 24, 2025 | $128.33 | -0.56% |
| RS | Spouse | Jun 17, 2025 | $309.74 | Jun 24, 2025 | $308.90 | -0.27% |
| NOC | Spouse | Jun 17, 2025 | $503.97 | Jun 24, 2025 | $484.00 | -3.96% |
| MA | Spouse | Jun 17, 2025 | $569.45 | Jun 24, 2025 | $557.53 | -2.09% |
| MGY | Spouse | Jun 11, 2025 | $23.75 | Jun 24, 2025 | $23.20 | -2.32% |
| LYB | Spouse | Jun 9, 2025 | $58.48 | Jun 24, 2025 | $58.33 | -0.26% |
| JNJ | Spouse | Jun 17, 2025 | $152.38 | Jun 24, 2025 | $152.19 | -0.12% |
| INTU | Spouse | Jun 17, 2025 | $764.90 | Jun 24, 2025 | $759.03 | -0.77% |
| IBKR | Spouse | Jun 17, 2025 | $52.04 | Jun 24, 2025 | $51.64 | -0.77% |
| INFY | Spouse | Jun 17, 2025 | $18.67 | Jun 24, 2025 | $18.30 | -1.98% |
| HAL | Spouse | Jun 17, 2025 | $23.01 | Jun 24, 2025 | $20.78 | -9.69% |
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 |
|---|---|---|---|---|
| GWRE — Charles Schwab Brokerage Account 924 ⇒ Guidewire Software, Inc. Common Stock (GWRE) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| HAL — Charles Schwab Brokerage Account 924 ⇒ Halliburton Company Common Stock (HAL) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| IBKR — Charles Schwab Brokerage Account 924 ⇒ Interactive Brokers Group, Inc. - Class A Common Stock (IBKR) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| INFY — Charles Schwab Brokerage Account 924 ⇒ Infosys Limited American Depositary Shares (INFY) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| INTU — Charles Schwab Brokerage Account 924 ⇒ Intuit Inc. - Common Stock (INTU) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| JD — Charles Schwab Brokerage Account 924 ⇒ JD.com, Inc. - American Depositary Shares (JD) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| JNJ — Charles Schwab Brokerage Account 924 ⇒ Johnson & Johnson Common Stock (JNJ) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| SJM — Charles Schwab Brokerage Account 924 ⇒ The J.M. Smucker Company Common Stock (SJM) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| ABT — Charles Schwab Brokerage Account 924 ⇒ Abbott Laboratories Common Stock (ABT) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| COP — Charles Schwab Brokerage Account 924 ⇒ ConocoPhillips Common Stock (COP) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| GOOGL — Charles Schwab Brokerage Account 924 ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| ACN — Charles Schwab Brokerage Account 924 ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| OVV — Charles Schwab Brokerage Account 924 ⇒ Ovintiv Inc. (OVV) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| DLB — Charles Schwab Brokerage Account 924 ⇒ Dolby Laboratories Common Stock (DLB) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| DE — Charles Schwab Brokerage Account 924 ⇒ Deere & Company Common Stock (DE) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| PG — Charles Schwab Brokerage Account 924 ⇒ Procter & Gamble Company (PG) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| LYB — Charles Schwab Brokerage Account 924 ⇒ LyondellBasell Industries NV Ordinary Shares Class A (LYB) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| MA — Charles Schwab Brokerage Account 924 ⇒ Mastercard Incorporated Common Stock (MA) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| AMGN — Charles Schwab Brokerage Account 924 ⇒ Amgen Inc. - Common Stock (AMGN) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| MRK — Charles Schwab Brokerage Account 924 ⇒ Merck & Company, Inc. Common Stock (MRK) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| MGY — Charles Schwab Brokerage Account 924 ⇒ Magnolia Oil & Gas Corporation Class A Common Stock (MGY) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| CHRD — Charles Schwab Brokerage Account 924 ⇒ Chord Energy Corporation - Common Stock (CHRD) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| XOM — Charles Schwab Brokerage Account 924 ⇒ Exxon Mobil Corporation Common Stock (XOM) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| PEP — Charles Schwab Brokerage Account 924 ⇒ Pepsico, Inc. (PEP) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| KO — Charles Schwab Brokerage Account 924 ⇒ Coca-Cola Company (KO) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| PM — Charles Schwab Brokerage Account 924 ⇒ Philip Morris International Inc Common Stock (PM) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| RIO — Charles Schwab Brokerage Account 924 ⇒ Rio Tinto Plc Common Stock (RIO) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| VZ — Charles Schwab Brokerage Account 924 ⇒ Verizon Communications Inc. Common Stock (VZ) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| LIN — Charles Schwab Brokerage Account 924 ⇒ Linde plc - Ordinary Shares (LIN) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| RBA — Charles Schwab Brokerage Account 924 ⇒ RB Global, Inc. Common Stock (RBA) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| HUM — Charles Schwab Brokerage Account 924 ⇒ Humana Inc. Common Stock (HUM) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| NOC — Charles Schwab Brokerage Account 924 ⇒ Northrop Grumman Corporation Common Stock (NOC) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| CLX — Charles Schwab Brokerage Account 924 ⇒ Clorox Company (CLX) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| VNOM — Charles Schwab Brokerage Account 924 ⇒ Viper Energy, Inc. - Class A Common Stock (VNOM) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| YUM — Charles Schwab Brokerage Account 924 ⇒ Yum! Brands, Inc. (YUM) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| NGG — Charles Schwab Brokerage Account 924 ⇒ National Grid Transco, PLC National Grid PLC (NGG) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| SCI — Charles Schwab Brokerage Account 924 ⇒ Service Corporation International Common Stock (SCI) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| TCOM — Charles Schwab Brokerage Account 924 ⇒ Trip.com Group Limited - American Depositary Shares (TCOM) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| SGI — Charles Schwab Brokerage Account 924 ⇒ Somnigroup International Inc. Common Stock (SGI) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| DEO — Charles Schwab Brokerage Account 924 ⇒ Diageo plc Common Stock (DEO) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| ELV — Charles Schwab Brokerage Account 924 ⇒ Elevance Health, Inc. Common Stock (ELV) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| MCD — Charles Schwab Brokerage Account 924 ⇒ McDonald's Corporation Common Stock (MCD) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| NOV — Charles Schwab Brokerage Account 924 ⇒ NOV Inc. Common Stock (NOV) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| MT — Charles Schwab Brokerage Account 924 ⇒ Arcelor Mittal NY Registry Shares NEW (MT) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| ATR — Charles Schwab Brokerage Account 924 ⇒ AptarGroup, Inc. Common Stock (ATR) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| CMI — Charles Schwab Brokerage Account 924 ⇒ Cummins Inc. Common Stock (CMI) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| DOW — Charles Schwab Brokerage Account 924 ⇒ Dow Inc. Common Stock (DOW) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| NWG — Charles Schwab Brokerage Account 924 ⇒ NatWest Group plc American Depositary Shares, (NWG) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| ING — Charles Schwab Brokerage Account 924 ⇒ ING Group, N.V. Common Stock (ING) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 2025 | Sep 14, 2026 |
| IBN — Charles Schwab Brokerage Account 924 ⇒ ICICI Bank Limited Common Stock (IBN) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 24, 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.