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 |
|---|---|---|---|---|---|---|
| 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% |
| GWRE | Spouse | Jun 17, 2025 | $248.24 | Jun 24, 2025 | $237.45 | -4.35% |
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 |
|---|---|---|---|---|
| UL — Charles Schwab Brokerage Account 924 ⇒ Unilever PLC Common Stock (UL) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 9, 2025 | Sep 14, 2026 |
| GOOG — Charles Schwab Brokerage Account 924 ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 9, 2025 | Sep 14, 2026 |
| BABA — Charles Schwab Brokerage Account 924 ⇒ Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 9, 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 9, 2025 | Sep 14, 2026 |
| SAP — Charles Schwab Brokerage Account 924 ⇒ SAP SE ADS (SAP) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 9, 2025 | Sep 14, 2026 |
| RGLD — Charles Schwab Brokerage Account 924 ⇒ Royal Gold, Inc. - Common Stock (RGLD) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 9, 2025 | Sep 14, 2026 |
| ILMN — Charles Schwab Brokerage Account 924 ⇒ Illumina, Inc. - Common Stock (ILMN) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 9, 2025 | Sep 14, 2026 |
| TTC — Charles Schwab Brokerage Account 924 ⇒ Toro Company (TTC) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 9, 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 9, 2025 | Sep 14, 2026 |
| DG — Charles Schwab Brokerage Account 924 ⇒ Dollar General Corporation Common Stock (DG) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 9, 2025 | Sep 14, 2026 |
| BRK.B — Charles Schwab Brokerage Account 924 ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 9, 2025 | Sep 14, 2026 |
| NVO — Charles Schwab Brokerage Account 924 ⇒ Novo Nordisk A/S Common Stock (NVO) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 9, 2025 | Sep 14, 2026 |
| KBH — Charles Schwab Brokerage Account 924 ⇒ KB Home Common Stock (KBH) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 9, 2025 | Sep 14, 2026 |
| VNT — Charles Schwab Brokerage Account 924 ⇒ Vontier Corporation Common Stock (VNT) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 9, 2025 | Sep 14, 2026 |
| SNN — Charles Schwab Brokerage Account 924 ⇒ Smith & Nephew SNATS, Inc. Common Stock (SNN) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 9, 2025 | Sep 14, 2026 |
| UBSI — Charles Schwab Brokerage Account 924 ⇒ United Bankshares, Inc. - Common Stock (UBSI) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (2)$2,002–$30,000 Original ↗ · Row 222 · Annual Original ↗ · Row 223 · Annual | Jun 9, 2025 | Sep 14, 2026 |
| PHI — Charles Schwab Brokerage Account 924 ⇒ PLDT Inc. Sponsored ADR (PHI) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 9, 2025 | Sep 14, 2026 |
| CNO — Charles Schwab Brokerage Account 924 ⇒ CNO Financial Group, Inc. Common Stock (CNO) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 9, 2025 | Sep 14, 2026 |
| FLO — Charles Schwab Brokerage Account 924 ⇒ Flowers Foods, Inc. Common Stock (FLO) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 9, 2025 | Sep 14, 2026 |
| LYB — Charles Schwab Brokerage Account 924 ⇒ LyondellBasell Industries NV Ordinary Shares Class A (LYB) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 9, 2025 | Sep 14, 2026 |
| AAPL — Charles Schwab Brokerage Account 924 ⇒ Apple Inc. - Common Stock (AAPL) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 9, 2025 | Sep 14, 2026 |
| SBSI — Charles Schwab Brokerage Account 924 ⇒ Southside Bancshares, Inc. - Common Stock (SBSI) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 9, 2025 | Sep 14, 2026 |
| NVDA — Charles Schwab Brokerage Account 924 ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 9, 2025 | Sep 14, 2026 |
| HDB — Charles Schwab Brokerage Account 924 ⇒ HDFC Bank Limited Common Stock (HDB) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 9, 2025 | Sep 14, 2026 |
| HMN — Charles Schwab Brokerage Account 924 ⇒ Horace Mann Educators Corporation Common Stock (HMN) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 9, 2025 | Sep 14, 2026 |
| GTY — Charles Schwab Brokerage Account 924 ⇒ Getty Realty Corporation Common Stock (GTY) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 9, 2025 | Sep 14, 2026 |
| AMED — Charles Schwab Brokerage Account 924 ⇒ Amedisys Inc - Common Stock (AMED) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 9, 2025 | Sep 14, 2026 |
| FBRT — Charles Schwab Brokerage Account 924 ⇒ Franklin BSP Realty Trust, Inc. Common Stock (FBRT) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 9, 2025 | Sep 14, 2026 |
| CRGY — Charles Schwab Brokerage Account 924 ⇒ Crescent Energy Company Class A Common Stock (CRGY) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 9, 2025 | Sep 14, 2026 |
| AAL — Charles Schwab Brokerage Account 924 ⇒ American Airlines Group, Inc. - Common Stock (AAL) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 9, 2025 | Sep 14, 2026 |
| AZN — Charles Schwab Brokerage Account 924 ⇒ AstraZeneca PLC - American Depositary Shares (AZN) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 9, 2025 | Sep 14, 2026 |
| BUD — Charles Schwab Brokerage Account 924 ⇒ Anheuser-Busch Inbev SA Sponsored ADR (BUD) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 9, 2025 | Sep 14, 2026 |
| SHEL — Charles Schwab Brokerage Account 924 ⇒ Shell PLC American Depositary Shares (SHEL) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 9, 2025 | Sep 14, 2026 |
| NJR — Charles Schwab Brokerage Account 924 ⇒ NewJersey Resources Corporation Common Stock (NJR) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 9, 2025 | Sep 14, 2026 |
| NWE — Charles Schwab Brokerage Account 924 ⇒ NorthWestern Energy Group, Inc. - Common Stock (NWE) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 9, 2025 | Sep 14, 2026 |
| EC — Charles Schwab Brokerage Account 924 ⇒ Ecopetrol S.A. American Depositary Shares (EC) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 9, 2025 | Sep 14, 2026 |
| FCPT — Charles Schwab Brokerage Account 924 ⇒ Four Corners Property Trust, Inc. Common Stock (FCPT) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 9, 2025 | Sep 14, 2026 |
| PK — Charles Schwab Brokerage Account 924 ⇒ Park Hotels & Resorts Inc. Common Stock (PK) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 9, 2025 | Sep 14, 2026 |
| LXP — Charles Schwab Brokerage Account 924 ⇒ LXP Industrial Trust Common Stock (LXP) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 9, 2025 | Sep 14, 2026 |
| BRKL — Charles Schwab Brokerage Account 924 ⇒ Brookline Bancorp, Inc. - Common Stock (BRKL) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 9, 2025 | Sep 14, 2026 |
| FNB — Charles Schwab Brokerage Account 924 ⇒ F.N.B. Corporation Common Stock (FNB) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 9, 2025 | Sep 14, 2026 |
| COST — Charles Schwab Brokerage Account 924 ⇒ Costco Wholesale Corporation - Common Stock (COST) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Jun 9, 2025 | Sep 14, 2026 |
| ETN — Charles Schwab Brokerage Account 924 ⇒ Eaton Corporation, PLC Ordinary Shares (ETN) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Jun 9, 2025 | Sep 14, 2026 |
| HD — Charles Schwab Brokerage Account 924 ⇒ Home Depot, Inc. (HD) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Jun 9, 2025 | Sep 14, 2026 |
| ISRG — Charles Schwab Brokerage Account 924 ⇒ Intuitive Surgical, Inc. - Common Stock (ISRG) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 1050 · Annual | Jun 9, 2025 | Sep 14, 2026 |
| LLY — Charles Schwab Brokerage Account 924 ⇒ Eli Lilly and Company Common Stock (LLY) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 1079 · Annual | Jun 9, 2025 | Sep 14, 2026 |
| NOW — Charles Schwab Brokerage Account 924 ⇒ ServiceNow, Inc. Common Stock (NOW) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 1133 · Annual | Jun 9, 2025 | Sep 14, 2026 |
| SHOP — Charles Schwab Brokerage Account 924 ⇒ Shopify Inc. - Class A Subordinate Voting Shares (SHOP) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 9, 2025 | Sep 14, 2026 |
| SNPS — Charles Schwab Brokerage Account 924 ⇒ Synopsys, Inc. - Common Stock (SNPS) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 9, 2025 | Sep 14, 2026 |
| BABA — Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) [ST] | Spouse | Purchase | Jun 9, 2025 | Sep 11, 2026 |
25 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.