Trade Volume by Year
Top Traded Sectors
- Technology26%
- Materials16%
- Other15%
- Consumer12%
- Healthcare11%
- Industrials8%
- Financials8%
- Communication3%
Recent Trades
| Traded · filed | Stock | Transaction | Amount (range) | Description | Since trade |
|---|---|---|---|---|---|
| Jan 24, 2024filed Feb 9, 2024 | RPMRPM INTERNATIONAL INC/DE/ · Stock |
Sale | $15K – $50K | Joint · Third Party investment professional manages portfolio and oversees long-term diversification strategy that regularly includes similar transactions. ↗ | … |
| Aug 22, 2023filed Sep 22, 2023 | ALGNALIGN TECHNOLOGY INC · Stock |
Sale | $1K – $15K | Joint · Sale part of investment strategy of 3rd party investment professional to exchange individual stocks for EIFs. ↗ | … |
| Aug 22, 2023filed Sep 22, 2023 | AMZNAMAZON COM INC · Stock |
Sale | $1K – $15K | Joint · Sale part of investment strategy of 3rd party investment professional to exchange individual stocks for EIFs. ↗ | … |
| Aug 22, 2023filed Sep 22, 2023 | CHDCHURCH & DWIGHT CO INC /DE/ · Stock |
Sale | $1K – $15K | Joint · Sale part of investment strategy of 3rd party investment professional to exchange individual stocks for EIFs. ↗ | … |
| Aug 22, 2023filed Sep 22, 2023 | PXDPioneer Natural Resources Company · Stock |
Sale | $1K – $15K | Joint · Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. ↗ | … |
| Aug 22, 2023filed Sep 22, 2023 | LUVSOUTHWEST AIRLINES CO · Stock |
Sale | $1K – $15K | Joint · Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. ↗ | … |
| Aug 22, 2023filed Sep 22, 2023 | TMOTHERMO FISHER SCIENTIFIC INC. · Stock |
Sale | $1K – $15K | Joint · Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. ↗ | … |
| Aug 22, 2023filed Sep 22, 2023 | TJXTJX COMPANIES INC /DE/ · Stock |
Sale | $15K – $50K | Joint · Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. ↗ | … |
| Aug 22, 2023filed Sep 22, 2023 | ACNAccenture plc · Stock |
Sale | $15K – $50K | Joint · Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. ↗ | … |
| Aug 22, 2023filed Sep 22, 2023 | GOOGAlphabet Inc. · Stock |
Sale | $15K – $50K | Joint · Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. ↗ | … |
| Aug 22, 2023filed Sep 22, 2023 | TSCOTRACTOR SUPPLY CO /DE/ · Stock |
Sale | $1K – $15K | Joint · Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. ↗ | … |
| Aug 22, 2023filed Sep 22, 2023 | AXPAMERICAN EXPRESS CO · Stock |
Sale | $1K – $15K | Joint · Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. ↗ | … |
| Aug 22, 2023filed Sep 22, 2023 | AMEAMETEK INC/ · Stock |
Sale | $1K – $15K | Joint · Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. ↗ | … |
| Aug 22, 2023filed Sep 22, 2023 | APHAMPHENOL CORP /DE/ · Stock |
Sale | $1K – $15K | Joint · Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. ↗ | … |
| Aug 22, 2023filed Sep 22, 2023 | BLKBlackRock, Inc. · Stock |
Sale | $1K – $15K | Joint · Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. ↗ | … |
| Aug 22, 2023filed Sep 22, 2023 | BKNGBooking Holdings Inc. · Stock |
Sale | $1K – $15K | Joint · Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. ↗ | … |
| Aug 22, 2023filed Sep 22, 2023 | BMYBRISTOL MYERS SQUIBB CO · Stock |
Sale | $1K – $15K | Joint · Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. ↗ | … |
| Aug 22, 2023filed Sep 22, 2023 | SCHWSCHWAB CHARLES CORP · Stock |
Sale | $1K – $15K | Joint · Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. ↗ | … |
| Aug 22, 2023filed Sep 22, 2023 | LHLABCORP HOLDINGS INC. · Stock |
Sale | $1K – $15K | Joint · Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. ↗ | … |
| Aug 22, 2023filed Sep 22, 2023 | ZTSZoetis Inc. · Stock |
Sale | $1K – $15K | Joint · Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. ↗ | … |
| Aug 22, 2023filed Sep 22, 2023 | CVXCHEVRON CORP · Stock |
Sale | $1K – $15K | Joint · Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. ↗ | … |
| Aug 22, 2023filed Sep 22, 2023 | AAPLApple Inc. · Stock |
Sale | $15K – $50K | Joint · Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. ↗ | … |
| Aug 22, 2023filed Sep 22, 2023 | PPGPPG INDUSTRIES INC · Stock |
Sale | $1K – $15K | Joint · Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. ↗ | … |
| Aug 22, 2023filed Sep 22, 2023 | PNCPNC FINANCIAL SERVICES GROUP, INC. · Stock |
Sale | $1K – $15K | Joint · Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. ↗ | … |
| Aug 22, 2023filed Sep 22, 2023 | ULTAUlta Beauty, Inc. · Stock |
Sale | $1K – $15K | Joint · Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. ↗ | … |
| Aug 22, 2023filed Sep 22, 2023 | COSTCOSTCO WHOLESALE CORP /NEW · Stock |
Sale | $1K – $15K | Joint · Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. ↗ | … |
| Aug 22, 2023filed Sep 22, 2023 | CVSCVS HEALTH Corp · Stock |
Sale | $1K – $15K | Joint · Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. ↗ | … |
| Aug 22, 2023filed Sep 22, 2023 | HONHONEYWELL INTERNATIONAL INC · Stock |
Sale | $1K – $15K | Joint · Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. ↗ | … |
| Aug 22, 2023filed Sep 22, 2023 | JNJJOHNSON & JOHNSON · Stock |
Sale | $1K – $15K | Joint · Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. ↗ | … |
| Aug 22, 2023filed Sep 22, 2023 | JPMJPMORGAN CHASE & CO · Stock |
Sale | $1K – $15K | Joint · Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. ↗ | … |
| Aug 22, 2023filed Sep 22, 2023 | LRCXLAM RESEARCH CORP · Stock |
Sale | $1K – $15K | Joint · Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. ↗ | … |
| Aug 22, 2023filed Sep 22, 2023 | MAMastercard Inc · Stock |
Sale | $1K – $15K | Joint · Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. ↗ | … |
| Aug 22, 2023filed Sep 22, 2023 | NTRSNORTHERN TRUST CORP · Stock |
Sale | $1K – $15K | Joint · Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. ↗ | … |
| Aug 22, 2023filed Sep 22, 2023 | MSFTMICROSOFT CORP · Stock |
Sale | $50K – $100K | Joint · Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. ↗ | … |
| Aug 22, 2023filed Sep 18, 2023 | JNJJOHNSON & JOHNSON · Stock |
Sale | $1K – $15K | Joint · -- Amended ↗ | … |
| Aug 22, 2023filed Sep 18, 2023 | ZTSZoetis Inc. · Stock |
Sale | $1K – $15K | Joint · -- Amended ↗ | … |
| Aug 22, 2023filed Sep 18, 2023 | NTRSNORTHERN TRUST CORP · Stock |
Sale | $1K – $15K | Joint · -- Amended ↗ | … |
| Aug 22, 2023filed Sep 18, 2023 | MSFTMICROSOFT CORP · Stock |
Sale | $50K – $100K | Joint · -- Amended ↗ | … |
| Aug 22, 2023filed Sep 18, 2023 | MAMastercard Inc · Stock |
Sale | $1K – $15K | Joint · -- Amended ↗ | … |
| Aug 22, 2023filed Sep 18, 2023 | LRCXLAM RESEARCH CORP · Stock |
Sale | $1K – $15K | Joint · -- Amended ↗ | … |
| Aug 22, 2023filed Sep 18, 2023 | LHLABCORP HOLDINGS INC. · Stock |
Sale | $1K – $15K | Joint · -- Amended ↗ | … |
| Aug 22, 2023filed Sep 18, 2023 | JPMJPMORGAN CHASE & CO · Stock |
Sale | $1K – $15K | Joint · -- Amended ↗ | … |
| Aug 22, 2023filed Sep 18, 2023 | HONHONEYWELL INTERNATIONAL INC · Stock |
Sale | $1K – $15K | Joint · -- Amended ↗ | … |
| Aug 22, 2023filed Sep 18, 2023 | CVSCVS HEALTH Corp · Stock |
Sale | $1K – $15K | Joint · -- Amended ↗ | … |
| Aug 22, 2023filed Sep 18, 2023 | COSTCOSTCO WHOLESALE CORP /NEW · Stock |
Sale | $1K – $15K | Joint · -- Amended ↗ | … |
| Aug 22, 2023filed Sep 18, 2023 | ULTAUlta Beauty, Inc. · Stock |
Sale | $1K – $15K | Joint · -- Amended ↗ | … |
| Aug 22, 2023filed Sep 18, 2023 | CHDCHURCH & DWIGHT CO INC /DE/ · Stock |
Sale | $1K – $15K | Joint · -- Amended ↗ | … |
| Aug 22, 2023filed Sep 18, 2023 | CVXCHEVRON CORP · Stock |
Sale | $1K – $15K | Joint · -- Amended ↗ | … |
| Aug 22, 2023filed Sep 18, 2023 | SCHWSCHWAB CHARLES CORP · Stock |
Sale | $1K – $15K | Joint · -- Amended ↗ | … |
| Aug 22, 2023filed Sep 18, 2023 | BMYBRISTOL MYERS SQUIBB CO · Stock |
Sale | $1K – $15K | Joint · -- Amended ↗ | … |
| Aug 22, 2023filed Sep 18, 2023 | BKNGBooking Holdings Inc. · Stock |
Sale | $1K – $15K | Joint · -- Amended ↗ | … |
| Aug 22, 2023filed Sep 18, 2023 | BLKBlackRock, Inc. · Stock |
Sale | $1K – $15K | Joint · -- Amended ↗ | … |
| Aug 22, 2023filed Sep 18, 2023 | AAPLApple Inc. · Stock |
Sale | $15K – $50K | Joint · -- Amended ↗ | … |
| Aug 22, 2023filed Sep 18, 2023 | APHAMPHENOL CORP /DE/ · Stock |
Sale | $1K – $15K | Joint · -- Amended ↗ | … |
| Aug 22, 2023filed Sep 18, 2023 | AMEAMETEK INC/ · Stock |
Sale | $1K – $15K | Joint · -- Amended ↗ | … |
| Aug 22, 2023filed Sep 18, 2023 | AXPAMERICAN EXPRESS CO · Stock |
Sale | $1K – $15K | Joint · -- Amended ↗ | … |
| Aug 22, 2023filed Sep 18, 2023 | TSCOTRACTOR SUPPLY CO /DE/ · Stock |
Sale | $1K – $15K | Joint · -- Amended ↗ | … |
| Aug 22, 2023filed Sep 18, 2023 | AMZNAMAZON COM INC · Stock |
Sale | $1K – $15K | Joint · -- Amended ↗ | … |
| Aug 22, 2023filed Sep 18, 2023 | GOOGAlphabet Inc. · Stock |
Sale | $15K – $50K | Joint · -- Amended ↗ | … |
| Aug 22, 2023filed Sep 18, 2023 | ALGNALIGN TECHNOLOGY INC · Stock |
Sale | $1K – $15K | Joint · -- Amended ↗ | … |
| Aug 22, 2023filed Sep 18, 2023 | ACNAccenture plc · Stock |
Sale | $15K – $50K | Joint · -- Amended ↗ | … |
| Aug 22, 2023filed Sep 18, 2023 | TJXTJX COMPANIES INC /DE/ · Stock |
Sale | $15K – $50K | Joint · -- Amended ↗ | … |
| Aug 22, 2023filed Sep 18, 2023 | TMOTHERMO FISHER SCIENTIFIC INC. · Stock |
Sale | $1K – $15K | Joint · -- Amended ↗ | … |
| Aug 22, 2023filed Sep 18, 2023 | LUVSOUTHWEST AIRLINES CO · Stock |
Sale | $1K – $15K | Joint · -- Amended ↗ | … |
| Aug 22, 2023filed Sep 18, 2023 | PPGPPG INDUSTRIES INC · Stock |
Sale | $1K – $15K | Joint · -- Amended ↗ | … |
| Aug 22, 2023filed Sep 18, 2023 | PNCPNC FINANCIAL SERVICES GROUP, INC. · Stock |
Sale | $1K – $15K | Joint · -- Amended ↗ | … |
| Aug 22, 2023filed Sep 18, 2023 | PXDPioneer Natural Resources Company · Stock |
Sale | $1K – $15K | Joint · -- Amended ↗ | … |
| Nov 30, 2022filed Jul 26, 2023 | TMOTHERMO FISHER SCIENTIFIC INC. · Stock |
Purchase | $1K – $15K | Joint · -- ↗ | … |
| Nov 30, 2022filed Jul 26, 2023 | METAMeta Platforms, Inc. · Stock |
Sale | $1K – $15K | Joint · -- ↗ | … |
| Nov 30, 2022filed Jul 26, 2023 | ELANElanco Animal Health Inc · Stock |
Sale | $1K – $15K | Joint · -- ↗ | … |
| Nov 30, 2022filed Jul 26, 2023 | FFIVF5, INC. · Stock |
Sale | $1K – $15K | Joint · -- ↗ | … |
| Nov 30, 2022filed Jul 26, 2023 | MLMMARTIN MARIETTA MATERIALS INC · Stock |
Sale | $1K – $15K | Joint · -- ↗ | … |
| Nov 30, 2022filed Jul 26, 2023 | BAXBAXTER INTERNATIONAL INC · Stock |
Sale | $1K – $15K | Joint · -- ↗ | … |
| Nov 30, 2022filed Jul 26, 2023 | PYPLPayPal Holdings, Inc. · Stock |
Sale | $1K – $15K | Joint · -- ↗ | … |
| Nov 30, 2022filed Jul 26, 2023 | LRCXLAM RESEARCH CORP · Stock |
Purchase | $1K – $15K | Joint · -- ↗ | … |
| Nov 30, 2022filed Jul 26, 2023 | MSFTMICROSOFT CORP · Stock |
Purchase | $15K – $50K | Joint · -- ↗ | … |
| Nov 30, 2022filed Jul 26, 2023 | GOOGAlphabet Inc. · Stock |
Sale | $1K – $15K | Joint · -- ↗ | … |
| Nov 30, 2022filed Jul 26, 2023 | TJXTJX COMPANIES INC /DE/ · Stock |
Purchase | $1K – $15K | Joint · -- ↗ | … |
| Nov 30, 2022filed Jul 26, 2023 | CMCSACOMCAST CORP · Stock |
Sale | $1K – $15K | Joint · -- ↗ | … |
| Nov 30, 2022filed Jul 26, 2023 | MDTMedtronic plc · Stock |
Sale | $1K – $15K | Joint · -- ↗ | … |
| Nov 30, 2022filed Jul 26, 2023 | ZTSZoetis Inc. · Stock |
Purchase | $1K – $15K | Joint · -- ↗ | … |
| Nov 30, 2022filed Jul 26, 2023 | RPMRPM INTERNATIONAL INC/DE/ · Stock |
Sale | $15K – $50K | Joint · Third Party investment professional manages portfolio and oversees long-term diversification strategy that regularly includes similar transactions. ↗ | … |
| Nov 30, 2022filed Jul 26, 2023 | ADBEADOBE INC. · Stock |
Sale | $1K – $15K | Joint · -- ↗ | … |
| Nov 30, 2022filed Jul 26, 2023 | SYKSTRYKER CORP · Stock |
Sale | $1K – $15K | Joint · -- ↗ | … |
| Mar 17, 2023filed Apr 26, 2023 | WFCWELLS FARGO & COMPANY/MN · Stock |
Sale | $1K – $15K | Joint · -- ↗ | … |
| Feb 21, 2023filed Mar 16, 2023 | CHDCHURCH & DWIGHT CO INC /DE/ · Stock |
Purchase | $1K – $15K | Joint · -- ↗ | … |
| Feb 10, 2023filed Mar 16, 2023 | GOOGAlphabet Inc. · Stock |
Purchase | $1K – $15K | Joint · -- ↗ | … |
| Feb 10, 2023filed Mar 16, 2023 | CHDCHURCH & DWIGHT CO INC /DE/ · Stock |
Purchase | $1K – $15K | Joint · -- ↗ | … |
| Feb 10, 2023filed Mar 16, 2023 | SCHWSCHWAB CHARLES CORP · Stock |
Sale | $1K – $15K | Joint · -- ↗ | … |
| Jan 10, 2023filed Feb 13, 2023 | AMZNAMAZON COM INC · Stock |
Purchase | $1K – $15K | Joint · -- ↗ | … |
| Jan 10, 2023filed Feb 13, 2023 | ALGNALIGN TECHNOLOGY INC · Stock |
Purchase | $1K – $15K | Joint · -- ↗ | … |
| Jan 10, 2023filed Feb 13, 2023 | ULTAUlta Beauty, Inc. · Stock |
Sale | $1K – $15K | Joint · -- ↗ | … |
| Jan 10, 2023filed Feb 13, 2023 | PXDPioneer Natural Resources Company Common Stock · Stock |
Sale | $1K – $15K | Joint · -- ↗ | … |
| Jan 10, 2023filed Feb 13, 2023 | JPMJPMORGAN CHASE & CO · Stock |
Sale | $1K – $15K | Joint · -- ↗ | … |
| Jan 10, 2023filed Feb 13, 2023 | BMYBRISTOL MYERS SQUIBB CO · Stock |
Sale | $1K – $15K | Joint · -- ↗ | … |
| Jan 10, 2023filed Feb 13, 2023 | CVSCVS HEALTH Corp · Stock |
Sale | $1K – $15K | Joint · -- ↗ | … |
| Jan 10, 2023filed Feb 13, 2023 | BKNGBooking Holdings Inc. · Stock |
Sale | $1K – $15K | Joint · -- ↗ | … |
| Jan 10, 2023filed Feb 13, 2023 | ZTSZoetis Inc. · Stock |
Purchase | $1K – $15K | Joint · -- ↗ | … |
| Nov 30, 2022filed Dec 21, 2022 | ZTSZoetis Inc. · Stock |
Purchase | $1K – $15K | Joint · -- Amended ↗ | … |
| Nov 30, 2022filed Dec 21, 2022 | METAMeta Platforms, Inc. · Stock |
Sale | $1K – $15K | Joint · -- Amended ↗ | … |
The 100 most recently filed of 120 trades. Every filing, in full and free: keyvex.com/disclosures/congressional-trades/member/S001198.
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 Dan Sullivan 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.
By Kind of Asset
- Mutual Funds55 lines$4.5M
- Corporate Securities1 line$3.0M
- Real Estate3 lines$583K
- Bank Deposit2 lines$108K
- Other4 lines$17K
Largest Disclosed Holdings
| Asset | Kind | Owner | Value as disclosed |
|---|---|---|---|
| RPM RPM - RPM International Inc. Common Stock | Corporate Securities | Joint | $1,000,001 - $5,000,000 |
| IWF IWF - iShares Russell 1000 Growth (NYSEArca) | Mutual Funds | Joint | $250,001 - $500,000 |
| Rental Property | Real Estate | Joint | $250,001 - $500,000 |
| Vanguard Index Funds Small Cap ETF- VB | Mutual Funds | Joint | $250,001 - $500,000 |
| VOO VOO - Vanguard S&P 500 ETF | Mutual Funds | Joint | $250,001 - $500,000 |
| AFTFX AFTFX - American Funds TaxExempt Bond F1 (NASDAQ) | Mutual Funds | Joint | $100,001 - $250,000 |
| Birch Lake Townsite | Real Estate | Spouse | $100,001 - $250,000 |
| BlackRock Moderate Portfolio Option - A | Mutual Funds | Spouse | $100,001 - $250,000 |
| BlackRock Moderate Portfolio Option - A | Mutual Funds | Spouse | $100,001 - $250,000 |
| BMVP BMVP - Invesco Bloomberg Mvp Multi-Factor ETF | Mutual Funds | Joint | $100,001 - $250,000 |
| EAGL EAGL - Eagle Capital Select Equity ETF | Mutual Funds | Joint | $100,001 - $250,000 |
| FTXXX FTXXX - GS Investor Tax-Exempt Money Market Fund | Mutual Funds | Joint | $100,001 - $250,000 |
| GFAFX GFAFX - American Funds Growth Fund of Amer F1 (NASDAQ) | Mutual Funds | Joint | $100,001 - $250,000 |
| NARAX NARAX - Virtus Multi-Sector S/T Bd A (NASDAQ) | Mutual Funds | Joint | $100,001 - $250,000 |
| PVAL PVAL - Putnam Focused Large Cap Value ETF | Mutual Funds | Joint | $100,001 - $250,000 |
| QQQ QQQ - Invesco QQQ Trust, Series 1 | Mutual Funds | Joint | $100,001 - $250,000 |
| VONG VONG - Vanguard Russell 1000 Growth ETF | Mutual Funds | Joint | $100,001 - $250,000 |
| VWIUX VWIUX - Vanguard Intermediate-Term Tax-Exempt Fd Admiral | Mutual Funds | Joint | $100,001 - $250,000 |
| WCMIX WCMIX - WCM Focused International Growth Fund Institutiona | Mutual Funds | Joint | $100,001 - $250,000 |
| BlackRock Growth Portfolio Option - A | Mutual Funds | Spouse | $50,001 - $100,000 |
| CCALX CCALX - Conestoga Small Cap Fund Institutional Class | Mutual Funds | Joint | $50,001 - $100,000 |
| DFAPX DFAPX - Dfa Investment Grade Portfolio | Mutual Funds | Joint | $50,001 - $100,000 |
| EFA EFA - iShares MSCI EAFE (NYSEArca) | Mutual Funds | Joint | $50,001 - $100,000 |
| EMXC EMXC - Emrg Mkts Ex China Ishares MSCI ETF | Mutual Funds | Joint | $50,001 - $100,000 |
| Global Credit Union | Bank Deposit | Spouse | $50,001 - $100,000 |
Annual Financial Disclosures
- Annual · 2025Senate eFD · filed Aug 12, 2026 · 70 assets, 4 liabilities parsedFiling ↗
- Annual · 2024Senate eFD · filed Aug 13, 2025Filing ↗
- Annual · 2023Senate eFD · filed Aug 13, 2024Filing ↗
- Annual · 2022Senate eFD · filed Aug 9, 2023Filing ↗
- Annual · 2021Senate eFD · filed Aug 14, 2022Filing ↗
- Annual · 2020Senate eFD · filed Aug 16, 2021Filing ↗
- Annual · 2019Senate eFD · filed Aug 13, 2020Filing ↗
- Annual · 2018Senate eFD · filed Jul 15, 2019Filing ↗
- Annual · 2017Senate eFD · filed Aug 30, 2018Filing ↗
- Annual · 2017Senate eFD · filed Aug 30, 2018Filing ↗
- Annual · 2017Senate eFD · filed Aug 10, 2018Filing ↗
- Annual · 2017Senate eFD · filed Jul 24, 2018Filing ↗
- Annual · 2017Senate eFD · filed Jul 24, 2018Filing ↗
- Annual · 2016Senate eFD · filed Aug 10, 2017Filing ↗
- Annual · 2015Senate eFD · filed Aug 4, 2016Filing ↗
- Annual · 2014Senate eFD · filed Aug 13, 2015Filing ↗
- Annual · 2013Senate eFD · filed Aug 29, 2014Filing ↗
- Annual · 2013Senate eFD · filed Jul 28, 2014Filing ↗
- Annual · 2013Senate eFD · filed Jul 14, 2014Filing ↗
- Annual · 2013Senate eFD · filed Feb 19, 2014Filing ↗













































