Democrat · House MN03
Wikipedia biography ↗Years Elected: About 1.8Rank: #91
Federal elected service; earlier service not yet verified.
12.55%
Cumulative estimated return
SPY: 13.01%
Outperformance: -0.46 percentage points
2025-10-24 – 2026-10-26
31.41%
Cumulative estimated return
SPY: 36.68%
Outperformance: -5.27 percentage points
2024-07-12 – 2026-10-26
31.41%
Cumulative estimated return
SPY: 36.68%
Outperformance: -5.27 percentage points
2024-07-12 – 2026-10-26
As of Oct 26, 2026. 28 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 |
|---|---|---|---|---|---|---|
| TGT | Spouse | $100,001 - $250,000 | Unavailable | Unavailable | $154.38Oct 30, 2026 | Unavailable |
| TGT | Spouse | $100,001 - $250,000 | Unavailable | Unavailable | $154.38Oct 30, 2026 | Unavailable |
| ACN | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $258.24Oct 30, 2026 | Unavailable |
| GOOG | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $278.22Oct 30, 2026 | Unavailable |
| AMZN | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $240.35Oct 30, 2026 | Unavailable |
| APH | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $79.30Oct 30, 2026 | Unavailable |
| AAPL | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $344.63Oct 30, 2026 | Unavailable |
| AJG | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $276.07Oct 30, 2026 | Unavailable |
| ASHGY | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| BRK.B | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $542.49Oct 30, 2026 | Unavailable |
| BLK | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $1147.54Oct 30, 2026 | Unavailable |
| AVGO | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $326.08Oct 30, 2026 | Unavailable |
| CACI | Not reported | None | Unavailable | Unavailable | $675.62Oct 30, 2026 | Unavailable |
| COR | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $330.84Oct 30, 2026 | Unavailable |
| DHI | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $146.00Oct 30, 2026 | Unavailable |
| DEO | Not reported | None | Unavailable | Unavailable | Unavailable | Unavailable |
| ITW | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $278.55Oct 30, 2026 | Unavailable |
| JNJ | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| JPM | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $337.04Oct 30, 2026 | Unavailable |
| MA | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $638.01Oct 30, 2026 | Unavailable |
| META | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $614.99Oct 30, 2026 | Unavailable |
| MSFT | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | $521.91Oct 30, 2026 | Unavailable |
| RMD | Not reported | None | Unavailable | Unavailable | $229.94Oct 30, 2026 | Unavailable |
| ROK | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $436.20Oct 30, 2026 | Unavailable |
| SPGI | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $466.55Oct 30, 2026 | Unavailable |
| TSM | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | $406.13Oct 30, 2026 | Unavailable |
| TMO | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $697.00Oct 30, 2026 | Unavailable |
| UL | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| UPS | Not reported | None | Unavailable | Unavailable | $108.25Oct 30, 2026 | Unavailable |
| WFC | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $83.40Oct 30, 2026 | Unavailable |
| ZBRA | Not reported | None | Unavailable | Unavailable | $361.26Oct 30, 2026 | Unavailable |
| ABBV | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $294.89Oct 30, 2026 | Unavailable |
| ACN | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $258.24Oct 30, 2026 | Unavailable |
| GOOG | Spouse | $100,001 - $250,000 | Unavailable | Unavailable | $278.22Oct 30, 2026 | Unavailable |
| AMZN | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $240.35Oct 30, 2026 | Unavailable |
| APH | Spouse | $100,001 - $250,000 | Unavailable | Unavailable | $79.30Oct 30, 2026 | Unavailable |
| AAPL | Spouse | $100,001 - $250,000 | Unavailable | Unavailable | $344.63Oct 30, 2026 | Unavailable |
| AJG | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $276.07Oct 30, 2026 | Unavailable |
| ASHGY | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| BRK.B | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $542.49Oct 30, 2026 | Unavailable |
| BLK | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $1147.54Oct 30, 2026 | Unavailable |
| AVGO | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $326.08Oct 30, 2026 | Unavailable |
| CACI | Spouse | None | Unavailable | Unavailable | $675.62Oct 30, 2026 | Unavailable |
| COR | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $330.84Oct 30, 2026 | Unavailable |
| CVX | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $235.52Oct 30, 2026 | Unavailable |
| COST | Spouse | $250,001 - $500,000 | Unavailable | Unavailable | $1012.28Oct 30, 2026 | Unavailable |
| DHI | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $146.00Oct 30, 2026 | Unavailable |
| DEO | Spouse | None | Unavailable | Unavailable | Unavailable | Unavailable |
| XOM | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $187.25Oct 30, 2026 | Unavailable |
| HON | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $218.33Oct 30, 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 |
|---|---|---|---|
| Trust 1 ⇒ Apple Inc. - Common Stock (AAPL) [ST] | not_reported | 275.8791289634370631942911793 | 94877.59 |
| Trust 1 ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST] | not_reported | 140.8045230049389134390434104 | 35073.00 |
| Trust 1 ⇒ Amphenol Corporation Common Stock (APH) [ST] | not_reported | 1109.967441172117803759064674 | 83547.25 |
| Trust 1 ⇒ Broadcom Inc. - Common Stock (AVGO) [ST] | not_reported | 93.90494076856399884426466339 | 30910.69 |
| Trust 1 ⇒ BlackRock, Inc. Common Stock (BLK) [ST] | not_reported | 30.36465048489265093334828185 | 34241.00 |
| Trust 1 ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | not_reported | 149.2101860141251367750920123 | 81850.74 |
| Trust 1 ⇒ Cencora, Inc. Common Stock (COR) [ST] | not_reported | 96.22649888971132494448556625 | 31754.74 |
| Trust 1 ⇒ D.R. Horton, Inc. Common Stock (DHI) [ST] | not_reported | 225.6509060612372422411997501 | 33062.37 |
| Trust 5 ⇒ Gentex Corporation - Common Stock (GNTX) [ST] | not_reported | 1164.895165987186953989516598 | 24043.44 |
| Trust 1 ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | not_reported | 239.0073295092415551306564691 | 75093.71 |
| Trust 5 ⇒ Goldman Sachs Group, Inc. (GS) [ST] | not_reported | 16.67187630240893556722513962 | 14892.65 |
| Houlihan Lokey, Inc. Class A Common Stock (HLI) [ST] | not_reported | 123.7312609363356504285535752 | 16234.78 |
| Trust 1 ⇒ Illinois Tool Works Inc. Common Stock (ITW) [ST] | not_reported | 32.48274462038164839626471782 | 8972.38 |
| Trust 1 ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST] | not_reported | 232.7617776674321891875116380 | 77751.74 |
| Trust 1 ⇒ Mastercard Incorporated Common Stock (MA) [ST] | not_reported | 131.3769969170403587443946188 | 80599.79 |
| Trust 1 ⇒ Meta Platforms, Inc. - Class A Common Stock (META) [ST] | not_reported | 49.23646775439712766440939872 | 31046.55 |
| Trust 1 ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | not_reported | 361.8553823249658823042884910 | 192724.18 |
| Trust 5 ⇒ Primerica, Inc. Common Stock (PRI) [ST] | not_reported | 98.98342131309798746288353680 | 27397.62 |
| Trust 1 ⇒ Rockwell Automation, Inc. Common Stock (ROK) [ST] | not_reported | 20.56313773871025779422725988 | 8839.89 |
| Trust 1 ⇒ S&P Global Inc. Common Stock (SPGI) [ST] | not_reported | 65.75115027268036316326866301 | 29630.76 |
| Trust 1 ⇒ Thermo Fisher Scientific Inc Common Stock (TMO) [ST] | not_reported | 56.08853222883769091379756666 | 38414.47 |
| Trust 1 ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] | not_reported | 575.8679127315805061041824344 | 244381.07 |
| Trust 1 ⇒ Wells Fargo & Company Common Stock (WFC) [ST] | not_reported | 348.7178111587982832618025751 | 28821.53 |
| Trust 5 ⇒ Walmart Inc. Common Stock (WMT) [ST] | not_reported | 115.5473714615829000577700751 | 13899.19 |
| Trust 8 ⇒ Apple Inc. - Common Stock (AAPL) [ST] | spouse | 1563.310159640991686897667917 | 537638.00 |
| Trust 2 ⇒ AbbVie Inc. Common Stock (ABBV) [ST] | spouse | 328.2441244693422031598757057 | 94120.72 |
| Trust 8 ⇒ Abbott Laboratories Common Stock (ABT) [ST] | spouse | 259.4021869263309122835022747 | 27206.10 |
| Accenture plc Class A Ordinary Shares (ACN) [ST] | spouse | 46.8582930468464903384355077 | 11584.78 |
| Trust 8 ⇒ Arthur J. Gallagher & Co. Common Stock (AJG) [ST] | spouse | 251.1727655628115460411916998 | 67010.38 |
| Trust 8 ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST] | spouse | 422.4135690148167403171302312 | 105219.00 |
| Trust 8 ⇒ Amphenol Corporation Common Stock (APH) [ST] | spouse | 5179.828326180257510729613734 | 389885.68 |
| Trust 2 ⇒ Broadcom Inc. - Common Stock (AVGO) [ST] | spouse | 216.7018202831551574689396128 | 71331.74 |
| Trust 7 ⇒ Bank of America Corporation Common Stock (BAC) [ST] | spouse | 590.9181818181818181818181818 | 29853.19 |
| Trust 8 ⇒ BlackRock, Inc. Common Stock (BLK) [ST] | spouse | 100.4363099575835715753872601 | 113258.01 |
| Trust 8 ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | spouse | 298.4203720282502735501840246 | 163701.48 |
| Trust 7 ⇒ Cameco Corporation Common Stock (CCJ) [ST] | spouse | 355.2355448682916165701169527 | 28088.47 |
| Trust 7 ⇒ Comcast Corporation - Class A Common Stock (CMCSA) [ST] | spouse | 285.7128709936428803579594766 | 6299.97 |
| Trust 7 ⇒ Chipotle Mexican Grill, Inc. Common Stock (CMG) [ST] | spouse | 216.2297297297297297297297297 | 6143.09 |
| Trust 8 ⇒ Cencora, Inc. Common Stock (COR) [ST] | spouse | 192.4529977794226498889711325 | 63509.49 |
| Trust 7 ⇒ Costco Wholesale Corporation - Common Stock (COST) [ST] | spouse | 472.5525894658719298652503653 | 474990.96 |
| Trust 2 ⇒ Chevron Corporation Common Stock (CVX) [ST] | spouse | 213.2438816350633160553769438 | 49474.71 |
| Trust 8 ⇒ D.R. Horton, Inc. Common Stock (DHI) [ST] | spouse | 451.3018121224744844823995002 | 66124.74 |
| Trust 7 ⇒ Danaher Corporation Common Stock (DHR) [ST] | spouse | 34.94889044207583435261226629 | 8142.04 |
| Trust 8 ⇒ Encompass Health Corporation Common Stock (EHC) [ST] | spouse | 306.2040700960994912379875636 | 37999.93 |
| Trust 7 ⇒ Eaton Corporation, PLC Ordinary Shares (ETN) [ST] | spouse | 102.0391824432513892813412452 | 37950.41 |
| Trust 8 ⇒ Graco Inc. Common Stock (GGG) [ST] | spouse | 396.4926192509454678540929608 | 26196.27 |
| Trust 8 ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | spouse | 1218.934034416826003824091778 | 382976.88 |
| Trust 8 ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | spouse | 207.6709265175718849840255592 | 65790.15 |
| Trust 2 ⇒ Honeywell International Inc. (HON) [ST] | spouse | 365.5348834461016791394926321 | 80154.49 |
| Trust 2 ⇒ Illinois Tool Works Inc. Common Stock (ITW) [ST] | spouse | 32.48274462038164839626471782 | 8972.38 |
| Trust 7 ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST] | spouse | 333.6260939730618831854012786 | 111444.46 |
| Trust 2 ⇒ Lowe's Companies, Inc. Common Stock (LOW) [ST] | spouse | 310.9989218775916404047105656 | 61646.21 |
| Trust 8 ⇒ Mastercard Incorporated Common Stock (MA) [ST] | spouse | 319.6845221412556053811659192 | 196126.45 |
| Trust 2 ⇒ Meta Platforms, Inc. - Class A Common Stock (META) [ST] | spouse | 113.6216273538456877092517687 | 71645.25 |
| Trust 8 ⇒ The Magnum Ice Cream Company N.V. Ordinary Shares (MICC) [ST] | spouse | 1009.526813880126182965299685 | 19605.01 |
| Trust 2 ⇒ Merck & Company, Inc. Common Stock (MRK) [ST] | spouse | 712.5261257837735132053961619 | 100188.30 |
| Trust 8 ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | spouse | 1860.968322236466647367768083 | 991151.73 |
| Trust 8 ⇒ PepsiCo, Inc. - Common Stock (PEP) [ST] | spouse | 55.74484392419175027870680045 | 7551.20 |
| Trust 8 ⇒ Rockwell Automation, Inc. Common Stock (ROK) [ST] | spouse | 167.0676227928136325082889968 | 71820.70 |
| Trust 7 ⇒ RTX Corporation Common Stock (RTX) [ST] | spouse | 177.2110141766630316248636859 | 34995.63 |
| Trust 2 ⇒ Southern Company (SO) [ST] | spouse | 372.7121559633027522935779817 | 34501.96 |
| Solstice Advanced Materials Inc. - Common Stock (SOLS) [ST] | spouse | 33.7674609540975148984893778 | 2038.88 |
| Trust 8 ⇒ S&P Global Inc. Common Stock (SPGI) [ST] | spouse | 217.4832511950096681717064212 | 98008.83 |
| Brokerage Account 1 ⇒ Target Corporation Common Stock (TGT) [ST] | spouse | 3580.572890025575447570332480 | 531822.49 |
| Trust 8 ⇒ Thermo Fisher Scientific Inc Common Stock (TMO) [ST] | spouse | 168.2655966865130727413927000 | 115243.42 |
| Trust 8 ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] | spouse | 1151.735825463161012208364869 | 488762.13 |
| Trust 7 ⇒ Veralto Corp Common Stock (VLTO) [ST] | spouse | 80.18139907797153738224093005 | 8286.75 |
| Trust 8 ⇒ Valvoline Inc. Common Stock (VVV) [ST] | spouse | 275.3097040605643496214728149 | 8793.39 |
| Trust 2 ⇒ Wells Fargo & Company Common Stock (WFC) [ST] | spouse | 348.7178111587982832618025751 | 28821.53 |
| Trust 2 ⇒ Exxon Mobil Corporation Common Stock (XOM) [ST] | spouse | 270.0722951637028419478145255 | 49839.14 |
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 |
|---|---|---|---|---|---|---|
| No completed purchase/sale matches are available from the collected records. | ||||||
80 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 |
|---|---|---|---|---|
| AVGO — Broadcom Inc. - Common Stock (AVGO) [ST] | Not reported | PurchaseSource rows (2)$16,002–$65,000 Original ↗ · Row 5 · Ptr Original ↗ · Row 6 · Ptr | Apr 11, 2025 | Sep 11, 2026 |
| META — Meta Platforms, Inc. - Class A Common Stock (META) [ST] | Not reported | PurchaseSource rows (2)$16,002–$65,000 Original ↗ · Row 8 · Ptr Original ↗ · Row 9 · Ptr | Apr 11, 2025 | Sep 11, 2026 |
| ASHTY — Trust 1 ⇒ ASHTED GRP PLC UNSP/ADR (ASHTY) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 12 · Annual | Apr 10, 2025 | Sep 14, 2026 |
| ASHTY — Trust 2 ⇒ ASHTED GRP PLC UNSP/ADR (ASHTY) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 16 · Annual | Apr 10, 2025 | Sep 14, 2026 |
| ASHTY — Trust 3 ⇒ ASHTED GRP PLC UNSP/ADR (ASHTY) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Apr 10, 2025 | Sep 14, 2026 |
| ASHTY — Trust 4 ⇒ ASHTED GRP PLC UNSP/ADR (ASHTY) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Apr 10, 2025 | Sep 14, 2026 |
| ASHTY — ASHTED GRP PLC UNSP/ADR (ASHTY) [ST] | Not reported | Sale (partial)Source rows (4)$32,004–$130,000 Original ↗ · Row 1 · Ptr Original ↗ · Row 2 · Ptr Original ↗ · Row 3 · Ptr Original ↗ · Row 4 · Ptr | Apr 10, 2025 | Sep 11, 2026 |
| META — Trust 1 ⇒ Meta Platforms, Inc. - Class A Common Stock (META) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 24, 2025 | Sep 14, 2026 |
| META — Trust 2 ⇒ Meta Platforms, Inc. - Class A Common Stock (META) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 24, 2025 | Sep 14, 2026 |
| META — Meta Platforms, Inc. - Class A Common Stock (META) [ST] | Not reported | PurchaseSource rows (3)$17,003–$80,000 Original ↗ · Row 12 · Ptr Original ↗ · Row 13 · Ptr Original ↗ · Row 14 · Ptr | Mar 24, 2025 | Sep 11, 2026 |
| TGT — Retirement Account 1 (401k) ⇒ Target Corporation Common Stock (TGT) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Mar 21, 2025 | Sep 14, 2026 |
| TGT — Brokerage Account 1 ⇒ Target Corporation Common Stock (TGT) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Mar 21, 2025 | Sep 14, 2026 |
| AVGO — Trust 1 ⇒ Broadcom Inc. - Common Stock (AVGO) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 21, 2025 | Sep 14, 2026 |
| AVGO — Broadcom Inc. - Common Stock (AVGO) [ST] | Not reported | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 1 · Ptr Original ↗ · Row 2 · Ptr | Mar 21, 2025 | Sep 11, 2026 |
| TGT — Target Corporation Common Stock (TGT) [ST] | Not reported | SaleSource rows (2)$115,002–$300,000 Original ↗ · Row 2 · Ptr Original ↗ · Row 3 · Ptr | Mar 21, 2025 | Sep 11, 2026 |
| CACI — Trust 1 ⇒ CACI International, Inc. Class A Common Stock (CACI) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Mar 20, 2025 | Sep 14, 2026 |
| DHI — Trust 1 ⇒ D.R. Horton, Inc. Common Stock (DHI) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 7 · Annual | Mar 20, 2025 | Sep 14, 2026 |
| DEO — Trust 1 ⇒ Diageo plc Common Stock (DEO) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Mar 20, 2025 | Sep 14, 2026 |
| UPS — Trust 1 ⇒ United Parcel Service, Inc. Common Stock (UPS) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 9 · Annual | Mar 20, 2025 | Sep 14, 2026 |
| CACI — Trust 2 ⇒ CACI International, Inc. Class A Common Stock (CACI) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Mar 20, 2025 | Sep 14, 2026 |
| DEO — Trust 2 ⇒ Diageo plc Common Stock (DEO) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Mar 20, 2025 | Sep 14, 2026 |
| MRK — Trust 2 ⇒ Merck & Company, Inc. Common Stock (MRK) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Mar 20, 2025 | Sep 14, 2026 |
| UPS — Trust 2 ⇒ United Parcel Service, Inc. Common Stock (UPS) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Mar 20, 2025 | Sep 14, 2026 |
| CACI — CACI International, Inc. Class A Common Stock (CACI) [ST] | Not reported | SaleSource rows (3)$3,003–$45,000 Original ↗ · Row 3 · Ptr Original ↗ · Row 4 · Ptr Original ↗ · Row 5 · Ptr | Mar 20, 2025 | Sep 11, 2026 |
| DHI — D.R. Horton, Inc. Common Stock (DHI) [ST] | Not reported | Sale (partial)Source rows (2)$2,002–$30,000 Original ↗ · Row 6 · Ptr Original ↗ · Row 7 · Ptr | Mar 20, 2025 | Sep 11, 2026 |
| DEO — Diageo plc Common Stock (DEO) [ST] | Not reported | SaleSource rows (3)$3,003–$45,000 Original ↗ · Row 8 · Ptr Original ↗ · Row 9 · Ptr Original ↗ · Row 10 · Ptr | Mar 20, 2025 | Sep 11, 2026 |
| MRK — Merck & Company, Inc. Common Stock (MRK) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 11 · Ptr | Mar 20, 2025 | Sep 11, 2026 |
| UPS — United Parcel Service, Inc. Common Stock (UPS) [ST] | Not reported | Sale (partial)Source rows (3)$3,003–$45,000 Original ↗ · Row 15 · Ptr Original ↗ · Row 16 · Ptr Original ↗ · Row 17 · Ptr | Mar 20, 2025 | Sep 11, 2026 |
| TGT — Brokerage Account 1 ⇒ Target Corporation Common Stock (TGT) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 3, 2025 | Sep 14, 2026 |
| TGT — Target Corporation Common Stock (TGT) [ST] | Not reported | Purchase | Mar 3, 2025 | Sep 11, 2026 |
37 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.