Trade Volume by Year
Top Traded Sectors
- Industrials27%
- Technology25%
- Consumer20%
- Financials11%
- Healthcare8%
- Energy4%
- Communication3%
- Other3%
Recent Trades
| Traded · filed | Stock | Transaction | Amount (range) | Description | Since trade |
|---|---|---|---|---|---|
| Aug 11, 2026filed Aug 25, 2026 | —No tickerAlphabet Inc Note Coupon 4.80000%Mat 2/15/2036 · Cash | Purchase | $1K – $15K | Corporate Note ↗ | — |
| Jun 30, 2026filed Aug 13, 2026 | —No tickerHCA INC. NOTE CALL MAKE WHOLE 5.62500% 09/01/2028 · Cash | Purchase | $15K – $50K | 404121AJ4 ↗ | — |
| Jun 30, 2026filed Aug 13, 2026 | —No tickerCAPITAL ONE FINL CORP NOTE 7.62400% 10/30/2031 · Cash | Purchase | $1K – $15K | 14040HDC6 ↗ | — |
| May 8, 2026filed May 18, 2026 | —No tickerSIMON PPTY GROUP LP NOTE CALL MAKE WHOLE 5.12500% 10/01/2035 · Cash | Purchase | $1K – $15K | 46647PEX0 ↗ | — |
| May 8, 2026filed May 18, 2026 | —No tickerVMWARE LLC NOTE CALL MAKE WHOLE 4.70000% 05/15/2030 · Cash | Purchase | $1K – $15K | 928563AF2 ↗ | — |
| May 8, 2026filed May 18, 2026 | —No tickerJPMORGAN CHASE &CO NOTE CALL MAKE WHOLE 5.57200% 04/22/2036 · Cash | Purchase | $1K – $15K | 46647PEX0 ↗ | — |
| May 8, 2026filed May 18, 2026 | OPOptionNORTHROP GRUMMAN CORP NOTE 4.40000% 05/01/2030 CALL MAKE WHOLE | Purchase | $1K – $15K | 666807BS0 ↗ | — |
| May 6, 2026filed May 18, 2026 | OPOptionTHE CAMPBELLS COMPANY NOTE 5.40000% 03/21/2034 CALL MAKE WHOLE | Sale | $15K – $50K | 134429BP3 ↗ | — |
| Apr 30, 2026filed May 18, 2026 | TTreasuryUNITED STATES TREAS BILLS ZERO CPN 0.00000% 05/28/2026 | Purchase | $1K – $15K | 912797SW8 ↗ | — |
| Apr 29, 2026filed May 18, 2026 | —No tickerOTIS WORLDWIDE CORP NOTE CALL MAKE WHOLE 5.25000% 08/16/2028 · Cash | Purchase | $1K – $15K | 68902VAP2 ↗ | — |
| Apr 17, 2026filed May 18, 2026 | —No tickerT MOBILE USA INC NOTE CALL MAKE WHOLE 5.05000% 07/15/2033 · Cash | Purchase | $1K – $15K | ↗ | — |
| Mar 26, 2026filed Apr 13, 2026 | TTreasuryUNITED STATES TREAS BILLS ZERO CPN 0.00000% 04/28/2026 | Purchase | $50K – $100K | 912797TK3 ↗ | — |
| Feb 20, 2026filed Mar 16, 2026 | —No tickerCHUBB INA HLDGS INC NOTE CALL MAKE WHOLE 5.00000% 03/15/2034 · Cash | Purchase | $1K – $15K | 171239AK2 ↗ | — |
| Feb 20, 2026filed Mar 16, 2026 | TTreasuryUNITED STATES TREAS BILLS ZERO CPN 0.00000% 03/24/2026 | Purchase | $1K – $15K | 912797TA5 ↗ | — |
| Feb 20, 2026filed Mar 16, 2026 | —No tickerALPHABET INC NOTE CALL MAKE WHOLE 4.70000% 11/15/2035 · Cash | Purchase | $1K – $15K | 02079KAY3 ↗ | — |
| Feb 4, 2026filed Feb 26, 2026 | TTreasuryUNITED STATES TREAS BILLS ZERO CPN 0.00000% 03/24/2026 | Purchase | $1K – $15K | 912797TA5 ↗ | — |
| Feb 4, 2026filed Feb 26, 2026 | —No tickerVMWARE LLC NOTE CALL MAKE WHOLE 4.70000% 05/15/2030 · Cash | Purchase | $1K – $15K | 928563AF2 ↗ | — |
| Jan 26, 2026filed Feb 6, 2026 | TTreasuryUNITED STATES TREAS BILLS ZERO CPN 0.00000% 03/24/2026 | Purchase | $1K – $15K | 912797TA5 ↗ | — |
| Jan 8, 2026filed Feb 6, 2026 | TTreasuryUNITED STATES TREAS BILLS ZERO CPN 0.00000% 03/24/2026 | Purchase | $1K – $15K | 912797TA5 ↗ | — |
| Dec 5, 2025filed Dec 16, 2025 | CMCSACOMCAST CORP · Cash |
Sale | $1K – $15K | 20030NCU3 ↗ | … |
| Aug 18, 2025filed Sep 4, 2025 | —No tickerSIMON PPTY GROUP LP NOTE CALL MAKE WHOLE 5.12500% 10/01/2035 · Cash | Purchase | $1K – $15K | 828807EA1 ↗ | — |
| Jun 9, 2025filed Jun 23, 2025 | —No tickerPEPSICO INC NOTE CALL MAKE WHOLE 3.90000% 07/18/2032 · Cash | Sale | $1K – $15K | 713448FM5 ↗ | — |
| May 15, 2025filed Jun 23, 2025 | —No tickerMICROSOFT CORP NOTE CALL MAKE WHOLE 3.12500% 11/03/2025 · Cash | Sale | $1K – $15K | 594918BJ2 ↗ | — |
| Mar 6, 2025filed Mar 21, 2025 | OPOptionBANK AMERICA CORP SER N MTN 6.20400% 11/10/2028 CALL MAKE WHOLE | Purchase | $1K – $15K | 06051GLC1 ↗ | — |
| Mar 6, 2025filed Mar 21, 2025 | —No tickerJPMORGAN CHASE &CO NOTE CALL MAKE WHOLE 5.29900% 07/24/2029 · Cash | Purchase | $1K – $15K | 46647PDU7 ↗ | — |
| Mar 3, 2025filed Mar 21, 2025 | BJBJ's Wholesale Club Holdings, Inc. · Stock |
Sale | $1K – $15K | ↗ | … |
| Feb 28, 2025filed Mar 21, 2025 | OPOptionGOLDMAN SACHS GROUP INC NOTE 5.79800% 08/10/2026 CALL MAKE WHOLE | Purchase | $15K – $50K | 38145GAM2 ↗ | — |
| Feb 6, 2025filed Feb 25, 2025 | OPOptionTHE CAMPBELLS COMPANY NOTE 5.40000% 03/21/2034 CALL MAKE WHOLE | Purchase | $15K – $50K | 134429BP3 ↗ | — |
| Feb 6, 2025filed Feb 25, 2025 | —No tickerGENERAL MTRS CO NOTE CALL MAKE WHOLE 5.60000% 10/15/2032 · Cash | Purchase | $1K – $15K | 37045VAZ3 ↗ | — |
| Feb 6, 2025filed Feb 25, 2025 | —No tickerCOCA COLA CO NOTE CALL MAKE WHOLE 5.00000% 05/13/2034 · Cash | Purchase | $15K – $50K | 191216DR8 ↗ | — |
| Feb 6, 2025filed Feb 25, 2025 | OPOptionWELLS FARGO &CO SER W MTN 5.24400% 01/24/2031 CALL MAKE WHOLE | Purchase | $15K – $50K | 95000U3P6 ↗ | — |
| Feb 5, 2025filed Feb 25, 2025 | ACNAccenture plc · Stock |
Purchase | $1K – $15K | ↗ | … |
| Feb 5, 2025filed Feb 25, 2025 | PEPPEPSICO INC · Stock |
Purchase | $1K – $15K | ↗ | … |
| Feb 5, 2025filed Feb 25, 2025 | MSFTMICROSOFT CORP · Stock |
Purchase | $1K – $15K | ↗ | … |
| Feb 5, 2025filed Feb 25, 2025 | ARMKAramark · Stock |
Purchase | $1K – $15K | ↗ | … |
| Jan 24, 2025filed Feb 25, 2025 | LRCXLAM RESEARCH CORP · Stock |
Sale | $1K – $15K | ↗ | … |
| Jan 24, 2025filed Feb 25, 2025 | KLACKLA CORP · Stock |
Purchase | $1K – $15K | ↗ | … |
| Jan 21, 2025filed Feb 25, 2025 | CSGPCOSTAR GROUP, INC. · Stock |
Purchase | $1K – $15K | ↗ | … |
| Jan 7, 2025filed Jan 15, 2025 | AMZNAMAZON COM INC · Stock |
Purchase | $1K – $15K | ↗ | … |
| Jan 7, 2025filed Jan 15, 2025 | FIFiserv, Inc. Common Stock · Stock |
Purchase | $1K – $15K | ↗ | … |
| Jan 7, 2025filed Jan 15, 2025 | ABNBAirbnb, Inc. · Stock |
Sale | $1K – $15K | ↗ | … |
| Oct 31, 2024filed Nov 6, 2024 | AMZNAMAZON COM INC · Stock |
Purchase | $1K – $15K | ↗ | … |
| Oct 31, 2024filed Nov 6, 2024 | QCOMQUALCOMM INC/DE · Stock |
Purchase | $1K – $15K | ↗ | … |
| Oct 31, 2024filed Nov 6, 2024 | MSFTMICROSOFT CORP · Stock |
Purchase | $1K – $15K | ↗ | … |
| Oct 31, 2024filed Nov 6, 2024 | GOOGLAlphabet Inc. · Stock |
Purchase | $1K – $15K | ↗ | … |
| Oct 31, 2024filed Nov 6, 2024 | AMTMAmentum Holdings, Inc. · Stock |
Sale | $1K – $15K | ↗ | … |
| Oct 9, 2024filed Nov 6, 2024 | —No tickerLOWES COS INC NOTE CALL MAKE WHOLE 3.10000% 05/03/2027 · Cash | Sale | $1K – $15K | 548661DP9 ↗ | — |
| Sep 11, 2024filed Sep 24, 2024 | OPOptionBANK AMERICA CORP SER M MTN 3.97000% 03/05/2029 CALL MAKE WHOLE | Sale | $1K – $15K | partial; 06051GHG7 ↗ | — |
| Sep 11, 2024filed Sep 24, 2024 | —No tickerMETA PLATFORMS INC NOTE CALL MAKE WHOLE 4.95000% 05/15/2033 · Cash | Sale | $1K – $15K | partial; 30303M8N5 ↗ | — |
| Sep 11, 2024filed Sep 24, 2024 | —No tickerLOWES COS INC NOTE CALL MAKE WHOLE 3.10000% 05/03/2027 · Cash | Sale | $1K – $15K | partial; 548661DP9 ↗ | — |
| Sep 11, 2024filed Sep 24, 2024 | —No tickerJPMORGAN CHASE &CO NOTE CALL MAKE WHOLE 5.29900% 07/24/2029 · Cash | Sale | $1K – $15K | partial; 46647PDU7 ↗ | — |
| Sep 11, 2024filed Sep 24, 2024 | —No tickerGENERAL MTRS CO NOTE CALL MAKE WHOLE 5.60000% 10/15/2032 · Cash | Sale | $1K – $15K | partial; 37045VAZ3 ↗ | — |
| Sep 11, 2024filed Sep 24, 2024 | —No tickerELEVANCE HEALTH INC NOTE CALL MAKE WHOLE 3.65000% 12/01/2027 · Cash | Sale | $1K – $15K | partial ↗ | — |
| Sep 11, 2024filed Sep 24, 2024 | CMCSACOMCAST CORP · Cash |
Sale | $15K – $50K | partial; 20030NCU3 ↗ | … |
| Sep 11, 2024filed Sep 24, 2024 | CATCATERPILLAR INC · Stock |
Sale | $1K – $15K | ↗ | … |
| Sep 11, 2024filed Sep 24, 2024 | —No tickerBECTON DICKINSON &CO NOTE CALL MAKE WHOLE 3.73400% 12/15/2024 · Cash | Sale | $1K – $15K | partial; 075887BF5 ↗ | — |
| Sep 11, 2024filed Sep 24, 2024 | —No tickerVERIZON COMMUNICATIONS INC 4.01600% 12/03/2029 SER C NOTE CALL MAKE WHOLE · Cash | Sale | $1K – $15K | partial; 92343VEU4 ↗ | — |
| Sep 11, 2024filed Sep 24, 2024 | TTreasuryUNITED STATES TREAS SER C-2032 2.87500% 05/15/2032 NTS NOTE | Sale | $15K – $50K | 91282CEP2 ↗ | — |
| Sep 11, 2024filed Sep 24, 2024 | —No tickerUNION PAC CORP NOTE CALL MAKE WHOLE 3.95000% 09/10/2028 · Cash | Sale | $1K – $15K | partial; 907818EY0 ↗ | — |
| Sep 11, 2024filed Sep 24, 2024 | —No tickerT MOBILE USA INC NOTE 4.75000% 02/01/2028 · Cash | Sale | $1K – $15K | partial; 87264AAV7 ↗ | — |
| Sep 11, 2024filed Sep 24, 2024 | —No tickerPEPSICO INC NOTE CALL MAKE WHOLE 3.90000% 07/18/2032 · Cash | Sale | $1K – $15K | partial ↗ | — |
| Sep 11, 2024filed Sep 24, 2024 | NXPINXP Semiconductors N.V. · Stock |
Sale | $1K – $15K | ↗ | … |
| Sep 11, 2024filed Sep 24, 2024 | —No tickerMICROSOFT CORP NOTE CALL MAKE WHOLE 3.12500% 11/03/2025 · Cash | Sale | $1K – $15K | partial; 594918BJ2 ↗ | — |
| Jun 6, 2024filed Jun 21, 2024 | —No tickerT MOBILE USA INC NOTE 4.75000% 02/01/2028 · Cash | Purchase | $15K – $50K | 87264AAV7 ↗ | — |
| May 29, 2024filed Jun 21, 2024 | —No tickerCITIGROUP INC NOTE CALL MAKE WHOLE 3.20000% 10/21/2026 · Cash | Sale | $15K – $50K | 172967KY6 ↗ | — |
| May 24, 2024filed Jun 21, 2024 | —No tickerJPMORGAN CHASE &CO NOTE CALL MAKE WHOLE 5.29900% 07/24/2029 · Cash | Purchase | $15K – $50K | 46647PDU7 ↗ | — |
| May 17, 2024filed May 22, 2024 | JJACOBS SOLUTIONS INC. · Stock |
Sale | $1K – $15K | partial ↗ | … |
| May 17, 2024filed May 22, 2024 | CVSCVS HEALTH Corp · Stock |
Sale | $1K – $15K | ↗ | … |
| May 17, 2024filed May 22, 2024 | AZOAUTOZONE INC · Stock |
Sale | $1K – $15K | partial ↗ | … |
| May 17, 2024filed May 22, 2024 | —No tickerMCDONALDS CORP MTN CALL MAKE WHOLE 3.50000% 07/01/2027 · Cash | Sale | $15K – $50K | 58013MFP4 ↗ | — |
| May 17, 2024filed May 22, 2024 | LOWLOWES COMPANIES INC · Stock |
Sale | $1K – $15K | partial ↗ | … |
| May 17, 2024filed May 22, 2024 | GOOGLAlphabet Inc. · Stock |
Sale | $1K – $15K | partial ↗ | … |
| May 17, 2024filed May 22, 2024 | ABNBAirbnb, Inc. · Stock |
Sale | $1K – $15K | partial ↗ | … |
| May 17, 2024filed May 22, 2024 | MSFTMICROSOFT CORP · Stock |
Sale | $1K – $15K | partial ↗ | … |
| May 17, 2024filed May 22, 2024 | ACNAccenture plc · Stock |
Sale | $1K – $15K | partial ↗ | … |
| May 17, 2024filed May 22, 2024 | AMZNAMAZON COM INC · Stock |
Purchase | $15K – $50K | ↗ | … |
| Apr 11, 2024filed May 2, 2024 | —No tickerLOWES COS INC NOTE CALL MAKE WHOLE 4.50000% 04/15/2030 · Cash | Purchase | $1K – $15K | 548661DU8 ↗ | — |
| Mar 27, 2024filed May 2, 2024 | —No tickerGOLDMAN SACHS GROUP INC NOTE 3.50000% 01/23/2025 · Cash | Sale | $15K – $50K | 38148LAC0 ↗ | — |
| Mar 27, 2024filed May 2, 2024 | —No tickerABBVIE INC NOTE CALL MAKE WHOLE 5.05000% 03/15/2034 · Cash | Purchase | $15K – $50K | 00287YDU0 ↗ | — |
| Mar 7, 2024filed Mar 12, 2024 | —No tickerCAPITAL ONE FINL CORP NOTE 7.62400% 10/30/2031 · Cash | Purchase | $1K – $15K | 14040HDC6 ↗ | — |
| Feb 28, 2024filed Mar 12, 2024 | BABOEING CO · Stock |
Sale | $1K – $15K | ↗ | … |
| Feb 28, 2024filed Mar 12, 2024 | URIUNITED RENTALS, INC. · Stock |
Sale | $1K – $15K | partial ↗ | … |
| Feb 28, 2024filed Mar 12, 2024 | TDGTransDigm Group INC · Stock |
Purchase | $1K – $15K | ↗ | … |
| Feb 8, 2024filed Mar 12, 2024 | —No tickerBOEING CO NOTE CALL MAKE WHOLE 3.62500% 02/01/2031 · Cash | Sale | $15K – $50K | 097023DC6 ↗ | — |
| Feb 2, 2024filed Feb 5, 2024 | —No tickerMICROSOFT CORP NOTE CALL MAKE WHOLE 3.12500% 11/03/2025 · Cash | Purchase | $15K – $50K | 594918BJ2 ↗ | — |
| Jan 25, 2024filed Feb 5, 2024 | —No tickerUNION PAC CORP NOTE CALL MAKE WHOLE 3.95000% 09/10/2028 · Cash | Purchase | $15K – $50K | ↗ | — |
| Jan 24, 2024filed Feb 5, 2024 | PANWPalo Alto Networks Inc · Stock |
Purchase | $1K – $15K | ↗ | … |
| Jan 18, 2024filed Feb 5, 2024 | OPOptionAT&T INC SER B NOTE 4.30000% 02/15/2030 CALL MAKE WHOLE | Sale | $15K – $50K | 00206RGQ9 ↗ | — |
| Jan 18, 2024filed Feb 5, 2024 | OPOptionBANK AMERICA CORP SER N MTN 6.20400% 11/10/2028 CALL MAKE WHOLE | Purchase | $15K – $50K | 06051GLC1 ↗ | — |
| Dec 29, 2023filed Jan 16, 2024 | TTreasuryUNITED STATES TREAS BILLS ZERO CPN 0.00000% 01/09/2024 | Purchase | $1K – $15K | 912797HY6 ↗ | — |
| Sep 15, 2023filed Jan 16, 2024 | —No ticker2000111428BOEING CO NOTE CALL MAKE WHOLE 3.62500% 02/01/2031 · Cash | Purchase | $15K – $50K | BOEING CO NOTE CALL MAKE WHOLE 3.62500% 02/01/2031 ↗ | — |
| Sep 13, 2023filed Jan 16, 2024 | —No ticker2000111429SIMON PPTY GROUP LP NOTE CALL MAKE WHOLE 2.45000% 09/13/2029 · Cash | Sale | $15K – $50K | SIMON PPTY GROUP LP NOTE CALL MAKE WHOLE 2.45000% 09/13/2029 ↗ | — |
| Sep 21, 2023filed Sep 28, 2023 | CATCATERPILLAR INC · Stock |
Sale | $848 – $848 | ↗ | … |
| Sep 15, 2023filed Sep 28, 2023 | BDCorporate bond097023DC6 | Purchase | $15K – $50K | BOEING CO NOTE CALL MAKE WHOLE 3.62500% 02/01/2031 ↗ | — |
| Sep 13, 2023filed Sep 28, 2023 | BDCorporate bond828807DF1 | Sale | $15K – $50K | SIMON PPTY GROUP LP NOTE CALL MAKE WHOLE 2.45000% 09/13/2029 ↗ | — |
| Aug 10, 2023filed Aug 28, 2023 | —No tickerPEPSICO INC NOTE CALL MAKE WHOLE 3.90000% 07/18/2032 · Cash | Purchase | $15K – $50K | 713448FM5 ↗ | — |
| Jul 21, 2023filed Jul 31, 2023 | —No tickerMETA PLATFORMS INC NOTE CALL MAKE WHOLE 4.95000% 05/15/2033 · Cash | Purchase | $15K – $50K | 30303M8N5 ↗ | — |
| Jul 20, 2023filed Jul 31, 2023 | EAElectronic Arts Inc. · Stock |
Sale | $1K – $15K | ↗ | … |
| Jul 20, 2023filed Jul 31, 2023 | ISRGINTUITIVE SURGICAL INC · Stock |
Purchase | $1K – $15K | ↗ | … |
| Jun 30, 2023filed Jul 19, 2023 | LINLINDE PLC · Stock |
Purchase | $1K – $15K | ↗ | … |
The 100 most recently filed of 203 trades. Every filing, in full and free: keyvex.com/disclosures/congressional-trades/member/K000375.
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 William R. Keating 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
- Mutual funds40 lines$2.2M
- Exchange-traded funds11 lines$479K
- Stocks41 lines$395K
- Corporate securities (bonds & notes)20 lines$349K
- Government securities & agency debt1 line$8K
- Bank accounts, money market accounts & CDs1 line$8K
Largest Disclosed Holdings
| Asset | Kind | Owner | Value as disclosed |
|---|---|---|---|
| BSIIX BlackRock Strategic Income Opportunities Portfolio - Institutional (BSIIX) | Mutual funds | — | $100,001 - $250,000 |
| FXAIX Fidelity 500 Index Fund (FXAIX) | Mutual funds | — | $100,001 - $250,000 |
| FCNTX Fidelity Contra Fund (FCNTX) | Mutual funds | Joint | $100,001 - $250,000 |
| VWIUX Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs (VWIUX) | Mutual funds | Joint | $100,001 - $250,000 |
| VTEB Vanguard Tax-Exempt Bond ETF (VTEB) | Exchange-traded funds | Joint | $100,001 - $250,000 |
| BAGIX Baird Aggregate Bond Fund Institutional Class (BAGIX) | Mutual funds | — | $50,001 - $100,000 |
| BAGIX Baird Aggregate Bond Fund Institutional Class (BAGIX) | Mutual funds | Spouse | $50,001 - $100,000 |
| BSIIX BlackRock Strategic Income Opportunities Portfolio - Institutional (BSIIX) | Mutual funds | Joint | $50,001 - $100,000 |
| FIQIX Fidelity Advisor International Small Cap Fund - Class Z (FIQIX) | Mutual funds | — | $50,001 - $100,000 |
| FDRXX Fidelity Cash Reserves (FDRXX) | Mutual funds | — | $50,001 - $100,000 |
| FTXSX FullerThaler Behavioral Small-Cap Growth Fund Institutional Shares (FTXSX) | Mutual funds | — | $50,001 - $100,000 |
| ISCG iShares Morningstar Small-Cap Growth ETF (ISCG) | Exchange-traded funds | Joint | $50,001 - $100,000 |
| IVE iShares S&P 500 Value ETF (IVE) | Exchange-traded funds | Joint | $50,001 - $100,000 |
| MNCSX Mercer Non-US Core Equity Fund Class I (MNCSX) | Mutual funds | — | $50,001 - $100,000 |
| HSNFX The Hartford Strategic Income Fund Class F (HSNFX) | Mutual funds | — | $50,001 - $100,000 |
| TSEGX Touchstone Sands Capital Emerging Markets Growth Fund Institutional Class (TSEGX) | Mutual funds | — | $50,001 - $100,000 |
| VBIAX Vanguard Balanced Index Fd Admiral Shs (VBIAX) | Mutual funds | — | $50,001 - $100,000 |
| VEIRX Vanguard Equity Income Fund Admiral Shares (VEIRX) | Mutual funds | Joint | $50,001 - $100,000 |
| Abbvie Inc Note MAT 3/15/34 | Corporate securities (bonds & notes) | — | $15,001 - $50,000 |
| GOOGL Alphabet Inc. - Class A Common Stock (GOOGL) | Stocks | — | $15,001 - $50,000 |
| AMZN Amazon.com, Inc. - Common Stock (AMZN) | Stocks | — | $15,001 - $50,000 |
| Bank America Corp SER N Mtn MAT 11/10/28 | Corporate securities (bonds & notes) | — | $15,001 - $50,000 |
| BSIIX BlackRock Strategic Income Opportunities Portfolio - Institutional (BSIIX) | Mutual funds | Joint | $15,001 - $50,000 |
| Coca Cola Co Note MAT 5/13/34 | Corporate securities (bonds & notes) | — | $15,001 - $50,000 |
| ECOIX Ecofin Global Renewables Infrastructure Fund - Institutional Class (ECOIX) | Mutual funds | Joint | $15,001 - $50,000 |
Annual Financial Disclosures
- Annual · 2025House Clerk · filed Jul 14, 2026 · 116 assets, 0 liabilities parsedFiling ↗
- Annual · 2024House Clerk · filed May 15, 2025Filing ↗
- Annual · 2023House Clerk · filed May 15, 2024Filing ↗
- Annual · 2022House Clerk · filed Jun 7, 2023Filing ↗
- Amendment · 2021House Clerk · filed Sep 26, 2022Filing ↗
- Annual · 2021House Clerk · filed Jun 8, 2022Filing ↗
- Annual · 2020House Clerk · filed Aug 4, 2021Filing ↗
- Annual · 2019House Clerk · filed May 15, 2020Filing ↗
- Annual · 2018House Clerk · filed May 9, 2019Filing ↗
- Annual · 2017House Clerk · filed May 4, 2018Filing ↗
- Amendment · 2016House Clerk · filed Jul 12, 2017Filing ↗
- Annual · 2016House Clerk · filed May 12, 2017Filing ↗
- Amendment · 2015House Clerk · filed Jul 7, 2016Filing ↗
- Annual · 2015House Clerk · filed May 13, 2016Filing ↗




























