Trade Volume by Year
Top Traded Sectors
- Industrials43%
- Healthcare14%
- Materials14%
- Energy14%
- Technology14%
Recent Trades
| Traded · filed | Stock | Transaction | Amount (range) | Description | Since trade |
|---|---|---|---|---|---|
| Mar 23, 2026filed Mar 25, 2026 | GEHCGE HealthCare Technologies Inc. · Stock |
Sale | $1K – $15K | Sold 75 shares at $72.22 for a total of $5,416.50. ↗ | … |
| Sep 21, 2020filed Mar 25, 2021 | WKHSWorkhorse Group Inc. · Stock |
Purchase | $15K – $50K | ↗ | … |
| Sep 21, 2020filed Mar 25, 2021 | CLFCLEVELAND-CLIFFS INC. · Stock |
Sale | $15K – $50K | ↗ | … |
| Aug 28, 2020filed Mar 25, 2021 | WKHSWorkhorse Group Inc. · Stock |
Sale | $50K – $100K | ↗ | … |
| May 17, 2018filed Mar 25, 2021 | XOMExxonMobil Holdings Corp · Stock |
Sale | $15K – $50K | ↗ | … |
| Feb 6, 2018filed Oct 10, 2018 | GEGENERAL ELECTRIC CO · Stock |
Purchase | $15K – $50K | ↗ | … |
| Feb 6, 2018filed Oct 10, 2018 | WKHSWorkhorse Group Inc. · Stock |
Purchase | $1K – $15K | ↗ | … |
Net Worth KeyVex estimate
How to read this. A disclosure gives assets and debts as ranges, not figures. The low ends add up to a floor and the high ends to a ceiling; where a figure is headlined it is the midpoint of the two (the method OpenSecrets used for its net-worth rankings and NOTUS uses today), our arithmetic, not a number Warren Davidson reported. The form does not ask for everything: a home that earns no rent, cars and furnishings, and federal retirement accounts such as the Thrift Savings Plan need not be listed, while a member’s home mortgages must be. So a figure here can sit well below true net worth. Assets of a spouse and dependent children are included, as the form requires.
2 assets listed with no value (“Undetermined”, “Unascertainable”) are left out.
By Kind of Asset
- Ownership interest (trade or business)6 lines$6.0M
- Mutual funds5 lines$181K
- Stocks4 lines$116K
- Bank accounts, money market accounts & CDs5 lines$65K
- IRA (held in cash)3 lines$9K
Largest Disclosed Holdings
| Asset | Kind | Owner | Value as disclosed |
|---|---|---|---|
| R&E LLC, 50% Interest | Ownership interest (trade or business) | — | $1,000,001 - $5,000,000 |
| WMD Fund, LLC, 100% Interest | Ownership interest (trade or business) | — | $1,000,001 - $5,000,000 |
| FSAGX Fidelity Select Gold Pt (FSAGX) | Mutual funds | — | $50,001 - $100,000 |
| GE GE Aerospace Common Stock (GE) | Stocks | — | $50,001 - $100,000 |
| FDFAX Fidelity Select Consumer Staples (FDFAX) | Mutual funds | — | $15,001 - $50,000 |
| FSPHX | Mutual funds | — | $15,001 - $50,000 |
| GEV GE Vernova Inc. Common Stock (GEV) | Stocks | — | $15,001 - $50,000 |
| Minster Bank - HSA Cash | Bank accounts, money market accounts & CDs | — | $15,001 - $50,000 |
| WAMCX Wasatch Ultra Growth Fund (WAMCX) | Mutual funds | — | $15,001 - $50,000 |
| Yasotay, LLC | Ownership interest (trade or business) | — | $15,001 - $50,000 |
| Fidelity Inv. - IRA Cash | IRA (held in cash) | — | $1,001 - $15,000 |
| FSELX Fidelity Select Semiconductors Portfolio (FSELX) | Mutual funds | — | $1,001 - $15,000 |
| GEHC GE HealthCare Technologies Inc. - Common Stock (GEHC) | Stocks | — | $1,001 - $15,000 |
| Minster Bank - Cash | Bank accounts, money market accounts & CDs | Joint | $1,001 - $15,000 |
| Minster Bank - Savings Cash | Bank accounts, money market accounts & CDs | — | $1,001 - $15,000 |
| Schwab IM | Bank accounts, money market accounts & CDs | Joint | $1,001 - $15,000 |
| USAA - Cash | Bank accounts, money market accounts & CDs | Joint | $1,001 - $15,000 |
| Fidelity Inv. - IRA Cash | IRA (held in cash) | — | $1 - $1,000 |
| Schwab IRA | IRA (held in cash) | — | $1 - $1,000 |
| WKHS Workhorse Group, Inc. (WKHS) | Stocks | — | $1 - $1,000 |
Annual Financial Disclosures
- Annual · 2025House Clerk · filed Aug 12, 2026 · 25 assets, 2 liabilities parsedFiling ↗
- Annual · 2024House Clerk · filed May 14, 2025Filing ↗
- Amendment · 2023House Clerk · filed Aug 12, 2024Filing ↗
- Annual · 2023House Clerk · filed Aug 12, 2024Filing ↗
- Amendment · 2022House Clerk · filed Aug 13, 2023Filing ↗
- Annual · 2022House Clerk · filed Aug 13, 2023Filing ↗
- Annual · 2021House Clerk · filed Jul 14, 2022Filing ↗
- Annual · 2020House Clerk · filed Aug 13, 2021Filing ↗
- Amendment · 2020House Clerk · filed Apr 19, 2021Filing ↗
- Amendment · 2020House Clerk · filed Mar 25, 2021Filing ↗
- Amendment · 2019House Clerk · filed Aug 20, 2020Filing ↗
- Annual · 2019House Clerk · filed Aug 15, 2020Filing ↗
- Annual · 2018House Clerk · filed May 12, 2019Filing ↗
- Amendment · 2017House Clerk · filed Aug 15, 2018Filing ↗
- Annual · 2017House Clerk · filed Aug 14, 2018Filing ↗
- Annual · 2016House Clerk · filed Aug 13, 2017Filing ↗
- Amendment · 2016House Clerk · filed Aug 5, 2017Filing ↗
- Amendment · 2016House Clerk · filed Aug 4, 2017Filing ↗
- Other · 2015House Clerk · filed Feb 1, 2016Filing ↗





