Trade Volume by Year
Top Traded Sectors
- Technology54%
- Other18%
- Industrials11%
- Materials11%
- Communication4%
- Financials4%
Recent Trades
| Traded · filed | Stock | Transaction | Amount (range) | Description | Since trade |
|---|---|---|---|---|---|
| Apr 17, 2024filed May 5, 2024 | MSFTMICROSOFT CORP · Stock |
Sale | $1K – $15K | Joint · partial ↗ | … |
| Nov 7, 2022filed May 14, 2023 | UUnity Software Inc. · Stock |
Exchange | $1K – $15K | Spouse · This was an exchange of Ironsource stock for Unity stock due to a merger. ↗ | … |
| Apr 10, 2023filed Apr 14, 2023 | MSFTMICROSOFT CORP · Stock |
Sale | $1K – $15K | Joint · partial ↗ | … |
| Feb 1, 2023filed Feb 13, 2023 | MSFTMICROSOFT CORP · Stock |
Sale | $1K – $15K | Joint · partial ↗ | … |
| Jan 30, 2023filed Feb 13, 2023 | MSFTMICROSOFT CORP · Stock |
Sale | $1K – $15K | Joint · partial ↗ | … |
| Jan 27, 2022filed Feb 19, 2022 | MSFTMICROSOFT CORP · Stock |
Sale | $1K – $15K | Joint · partial ↗ | … |
| Jan 21, 2022filed Feb 19, 2022 | MSFTMICROSOFT CORP · Stock |
Sale | $1K – $15K | Joint · partial ↗ | … |
| Jan 4, 2022filed Jan 8, 2022 | MSFTMICROSOFT CORP · Stock |
Sale | $1K – $15K | Joint · partial ↗ | … |
| Dec 31, 2021filed Jan 8, 2022 | ISironSource Ltd. Class A Ordinary Shares · Stock |
Purchase | $1K – $15K | Spouse · ↗ | … |
| Dec 30, 2021filed Jan 8, 2022 | GMGeneral Motors Co · Options |
Purchase | $1K – $15K | Spouse · ↗ | … |
| Dec 30, 2021filed Jan 8, 2022 | AAPLApple Inc. · Options |
Purchase | $15K – $50K | Spouse · ↗ | … |
| Dec 30, 2021filed Jan 8, 2022 | FBMeta Platforms, Inc. - Class A · Options |
Purchase | $15K – $50K | Spouse · ↗ | … |
| Dec 30, 2021filed Jan 8, 2022 | NEONEOGENOMICS INC · Stock |
Purchase | $15K – $50K | Spouse · ↗ | … |
| Dec 28, 2021filed Jan 8, 2022 | ALBALBEMARLE CORP · Stock |
Purchase | $15K – $50K | Spouse · ↗ | … |
| Dec 28, 2021filed Jan 8, 2022 | DISWalt Disney Co · Stock |
Purchase | $15K – $50K | Spouse · ↗ | … |
| Dec 9, 2021filed Jan 8, 2022 | MSFTMICROSOFT CORP · Stock |
Sale | $1K – $15K | Joint · partial ↗ | … |
| Apr 27, 2021filed Apr 30, 2021 | LRCXLAM RESEARCH CORP · Stock |
Purchase | $15K – $50K | Spouse · ↗ | … |
| Apr 27, 2021filed Apr 30, 2021 | CLFCLEVELAND-CLIFFS INC. · Stock |
Purchase | $15K – $50K | Spouse · ↗ | … |
| Apr 27, 2021filed Apr 30, 2021 | FCXFREEPORT-MCMORAN INC · Stock |
Purchase | $15K – $50K | Spouse · ↗ | … |
| Apr 27, 2021filed Apr 30, 2021 | AMDADVANCED MICRO DEVICES INC · Stock |
Purchase | $15K – $50K | Spouse · ↗ | … |
| Apr 27, 2021filed Apr 30, 2021 | CRWDCrowdStrike Holdings, Inc. · Stock |
Purchase | $15K – $50K | Spouse · ↗ | … |
| Apr 27, 2021filed Apr 30, 2021 | GOOGLAlphabet Inc. · Stock |
Purchase | $15K – $50K | Spouse · ↗ | … |
| Apr 27, 2021filed Apr 30, 2021 | AMATAPPLIED MATERIALS INC /DE · Stock |
Purchase | $1K – $15K | Spouse · ↗ | … |
| Apr 1, 2021filed Apr 30, 2021 | BRK.BBERKSHIRE HATHAWAY INC · Stock |
Purchase | $15K – $50K | Spouse · ↗ | … |
| Jan 4, 2021filed Jan 24, 2021 | XLFSPDR Select Sector Fund - Financial (XlF) · Stock |
Purchase | $15K – $50K | Spouse · ↗ | … |
| Jan 4, 2021filed Jan 24, 2021 | ORCLORACLE CORP · Stock |
Purchase | $15K – $50K | Spouse · ↗ | … |
| Jan 4, 2021filed Jan 24, 2021 | SPYSPDR S&P 500 ETF TRUST · Stock |
Purchase | $50K – $100K | Spouse · ↗ | … |
| Jan 4, 2021filed Jan 24, 2021 | XLBMaterials Select Sector SPDR (Xlb) · Stock |
Purchase | $15K – $50K | Spouse · ↗ | … |
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 Deborah K. Ross 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.
1 asset listed with no value (“Undetermined”, “Unascertainable”) is left out.
By Kind of Asset
- Real property4 lines$2.0M
- Mutual funds20 lines$1.9M
- Exchange-traded funds28 lines$1.3M
- Stocks17 lines$509K
- Bank accounts, money market accounts & CDs8 lines$183K
Largest Disclosed Holdings
| Asset | Kind | Owner | Value as disclosed |
|---|---|---|---|
| Primary Residence | Real property | Joint | $500,001 - $1,000,000 |
| Vacation Rental | Real property | Joint | $500,001 - $1,000,000 |
| Mountain Rental | Real property | Spouse | $250,001 - $500,000 |
| NC Large Cap Core Fund | Mutual funds | — | $250,001 - $500,000 |
| AMG Managers Special Equity | Mutual funds | — | $100,001 - $250,000 |
| NC Large Cap Index Fund | Mutual funds | — | $100,001 - $250,000 |
| NC Small Mid Cap Index Fund | Mutual funds | — | $100,001 - $250,000 |
| SPDR S&P 500 | Exchange-traded funds | Spouse | $100,001 - $250,000 |
| T Rowe Price LCG Fund I class | Mutual funds | — | $100,001 - $250,000 |
| Vanguard 500 Index Fund Admiral | Mutual funds | — | $100,001 - $250,000 |
| Vanguard Growth Index Fund Admiral | Mutual funds | Spouse | $100,001 - $250,000 |
| VTTHX Vanguard Target Retirement 2035 Fund (VTTHX) | Mutual funds | — | $100,001 - $250,000 |
| GOOG Alphabet Inc. - Class C Capital Stock (GOOG) | Stocks | Spouse | $50,001 - $100,000 |
| BRK.B Berkshire Hathaway Inc. New (BRK.B) | Stocks | Spouse | $50,001 - $100,000 |
| Fidelity Money Market | Bank accounts, money market accounts & CDs | — | $50,001 - $100,000 |
| Fidelity Money Market | Bank accounts, money market accounts & CDs | Spouse | $50,001 - $100,000 |
| Invesco QQQ Trust, Series 1 | Exchange-traded funds | Spouse | $50,001 - $100,000 |
| IBB iShares Biotechnology ETF (IBB) | Exchange-traded funds | Spouse | $50,001 - $100,000 |
| IWD iShares Russell 1000 Value ETF (IWD) | Exchange-traded funds | Spouse | $50,001 - $100,000 |
| LRCX Lam Research Corporation (LRCX) | Stocks | Spouse | $50,001 - $100,000 |
| NC International Fund | Mutual funds | — | $50,001 - $100,000 |
| SPDR Select Sector Fund - Financial | Exchange-traded funds | Spouse | $50,001 - $100,000 |
| SPDR Select Sector Fund - Industrial | Exchange-traded funds | Spouse | $50,001 - $100,000 |
| SPDR Select Sector Fund - Technology | Exchange-traded funds | Spouse | $50,001 - $100,000 |
| Unimproved Lot | Real property | Spouse | $50,001 - $100,000 |
Annual Financial Disclosures
- Annual · 2025House Clerk · filed May 11, 2026 · 78 assets, 3 liabilities parsedFiling ↗
- Annual · 2024House Clerk · filed May 14, 2025Filing ↗
- Annual · 2023House Clerk · filed May 12, 2024Filing ↗
- Annual · 2022House Clerk · filed May 14, 2023Filing ↗
- Annual · 2021House Clerk · filed May 14, 2022Filing ↗
- New Filer · 2021House Clerk · filed Aug 12, 2021Filing ↗
- Other · 2019House Clerk · filed Apr 26, 2020Filing ↗
- Other · 2019House Clerk · filed Jan 1, 2020Filing ↗





















