Public financial disclosures
This page lists the public financial disclosure filings KeyVex holds, published from 2012-01-13. It is not certified complete against the source agency's own index.
Amendment status is not available for House filings. A filing listed here may since have been amended.
Party and district are not shown: those fields are not yet populated for every filer, and an incorrect affiliation beside a person's name would be worse than omitting it.
2026-09-10 · Congressional trades · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
2026-08-19 · buy CarMax Inc — $1,001 - $15,000 2026-08-18 · buy Boston Scientific Corporation Common Stock — $1,001 - $15,000 2026-08-20 · buy AtriCure, Inc. - Common Stock — $1,001 - $15,000 2026-08-20 · buy Artivion, Inc. Common Stock — $1,001 - $15,000 2026-08-18 · buy Workday, Inc. - Class A Common Stock — $1,001 - $15,000 2026-08-26 · buy Wheaton Precious Metals Corp Common Shares — $1,001 - $15,000 2026-08-26 · buy Walmart Inc. - Common Stock — $1,001 - $15,000 2026-08-18 · sell Verisk Analytics, Inc. - Common Stock — $1,001 - $15,000 2026-08-18 · buy Tyler Technologies, Inc. Common Stock — $1,001 - $15,000 2026-08-18 · buy The Trade Desk, Inc. - Class A Common Stock — $1,001 - $15,000 2026-08-11 · sell Texas Roadhouse, Inc. - Common Stock — $1,001 - $15,000 2026-08-18 · sell Tesla, Inc. - Common Stock — $1,001 - $15,000 2026-08-07 · sell Sterling Infrastructure, Inc. - Common Stock — $15,001 - $50,000 2026-08-18 · sell Applovin Corporation - Class A Common Stock — $1,001 - $15,000 2026-08-07 · buy Snowflake Inc. Common Stock — $1,001 - $15,000 2026-08-07 · buy SK hynix Inc. - American Depositary Shares — $1,001 - $15,000 2026-08-11 · buy Shake Shack, Inc. Class A Common Stock — $1,001 - $15,000 2026-08-27 · buy Quanta Services, Inc. Common Stock — $15,001 - $50,000 2026-08-25 · sell Phreesia, Inc. Common Stock — $1,001 - $15,000 2026-08-26 · sell Phreesia, Inc. Common Stock — $1,001 - $15,000 2026-08-05 · sell NXP Semiconductors N.V. - Common Stock — $1,001 - $15,000 2026-08-18 · sell NVIDIA Corporation - Common Stock — $1,001 - $15,000 2026-08-27 · sell Nike, Inc. Common Stock — $15,001 - $50,000 2026-08-19 · buy New Jersey Health Care Facilities Financing Authority Revenue Bonds — $250,001 - $500,000 2026-08-04 · buy APi Group Corporation Common Stock — $1,001 - $15,000 2026-08-07 · buy NeoGenomics, Inc. - Common Stock — $1,001 - $15,000 2026-08-07 · buy Moog Inc. Class A Common Stock — $15,001 - $50,000 2026-08-18 · buy Microsoft Corporation - Common Stock — $15,001 - $50,000 2026-08-20 · sell Meta Platforms, Inc. - Class A Common Stock — $1,001 - $15,000 2026-08-20 · sell Lamar Advertising Company - Class A Common Stock — $15,001 - $50,000 2026-08-19 · sell Lamar Advertising Company - Class A — $15,001 - 2026-08-25 · sell Lamar Advertising Company - Class A Common Stock — $15,001 - $50,000 2026-08-24 · sell Lamar Advertising Company - Class A Common Stock — $15,001 - $50,000 2026-08-18 · buy Intuit Inc. - Common Stock — $1,001 - $15,000 2026-08-18 · buy International Business Machines Corporation Common Stock — $1,001 - $15,000 2026-08-18 · buy Amphenol Corporation Common Stock — $1,001 - $15,000 2026-08-18 · buy Insulet Corporation - Common Stock — $1,001 - $15,000 2026-08-07 · buy Houlihan Lokey, Inc. Class A Common Stock — $1,001 - $15,000 2026-08-20 · buy Horace Mann Educators Corporation Common Stock — $1,001 - $15,000 2026-08-26 · buy Goldman Sachs Group, Inc. — $1,001 - $15,000 2026-08-18 · buy GoDaddy Inc. Class A Common Stock — $1,001 - $15,000 2026-08-19 · buy Globus Medical, Inc. Class A Common Stock — $15,001 - $50,000 2026-08-19 · buy FirstService Corporation - Common Shares — $1,001 - $15,000 2026-08-05 · sell Electronic Arts Inc. - Common Stock — $1,001 - $15,000 2026-08-27 · buy Eaton Corporation, PLC Ordinary Shares — $15,001 - $50,000 2026-08-07 · sell Ducommun Incorporated Common Stock — $1,001 - $15,000 2026-08-20 · buy Agios Pharmaceuticals, Inc. - Common Stock — $1,001 - $15,000 2026-08-28 · sell DoorDash, Inc. - Common Stock — $1,001 - $15,000 2026-08-19 · sell Dollar Tree, Inc. - Common Stock — $15,001 - $50,000 2026-08-18 · sell Crown Castle Inc. Common Stock — $1,001 - $15,000 2026-08-07 · buy CrowdStrike Holdings, Inc. - Class A — $1,001 - $15,000 2026-08-19 · buy CoStar Group, Inc. - Common Stock — $1,001 - $15,000 2026-08-18 · sell Coinbase Global, Inc. - Class A Common Stock — $1,001 - $15,000 2026-08-18 · sell Coherent Corp. — $1,001 - $15,000 2026-08-18 · sell Cloudflare, Inc. Class A Common Stock — $1,001 - $15,000 2026-08-20 · buy CECO Environmental Corp. - Common Stock — $1,001 - $15,000 2026-08-19 · buy CDW Corporation - Common Stock — $1,001 - $15,000 2026-08-18 · sell Advanced Micro Devices, Inc. — $1,001 - $15,000
Original filing document
2026-09-09 · Congressional trades · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
2026-08-11 · sell JD.com, Inc. - American Depositary Shares — $1,001 - $15,000 2026-08-11 · sell Alnylam Pharmaceuticals, Inc. - Common Stock — $1,001 - $15,000 2026-08-11 · sell Amazon.com, Inc. - Common Stock — $100,001 - $250,000 2026-08-11 · sell McDonald's Corporation Common Stock — $15,001 - $50,000 2026-08-11 · sell Netflix, Inc. - Common Stock — $1,001 - $15,000 2026-08-11 · sell NVIDIA Corporation - Common Stock — $15,001 - $50,000 2026-08-18 · sell webAI, Inc. Company: webAI, Inc. (Austin, TX) Description: Technology Company — $50,001 - $100,000
Original filing document
2026-09-09 · Congressional trades · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
2026-08-18 · buy TRANSCANADA PIPELINES LTD SER 2026-A Rate/Coupon: 6.125% Matures: 2056-10-17 — $1,001 - $15,000
Original filing document
2026-09-09 · Congressional trades · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
2026-08-19 · sell QUALCOMM Incorporated - Common Stock — $1,001 - $15,000 2026-08-19 · buy Moderna, Inc. - Common Stock — $1,001 - $15,000 2026-08-19 · sell Moderna, Inc. - Common Stock — $1,001 - $15,000 2026-08-19 · buy Merck & Company, Inc. Common Stock — $15,001 - $50,000 2026-08-19 · buy Merck & Company, Inc. Common Stock — $15,001 - $50,000 2026-08-24 · sell International Business Machines Corporation Common Stock — $1,001 - $15,000 2026-08-24 · sell International Business Machines Corporation Common Stock — $1,001 - $15,000 2026-08-19 · sell Chubb Limited Common Stock — $15,001 - $50,000 2026-08-12 · buy Space Exploration Technologies Corp. - Class A Common Stock — $1,001 - $15,000 2026-08-12 · buy Space Exploration Technologies Corp. - Class A Common Stock — $1,001 - $15,000 2026-08-12 · sell QUALCOMM Incorporated - Common Stock — $1,001 - $15,000 2026-08-07 · buy Berkshire Hathaway Inc. New Common Stock — $1,001 - $15,000
Original filing document
2026-09-09 · Congressional trades · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
2026-08-13 · buy RSP ETF — $50,001 - $100,000
Original filing document
2026-09-09 · Congressional trades · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
2026-08-25 · sell Clean Harbors, Inc. Common Stock — $50,001 - $100,000 2026-08-05 · buy C.H. Robinson Worldwide, Inc. — $1,001 - $15,000 2026-08-25 · sell Westinghouse Air Brake Technologies Corporation Common Stock — $100,001 - $250,000 2026-08-03 · sell Westinghouse Air Brake Technologies Corporation Common Stock — $15,001 - $50,000 2026-08-03 · sell Viking Holdings Ltd Ordinary Shares — $1,001 - $15,000 2026-08-24 · sell Viking Holdings Ltd Ordinary Shares — $15,001 - $50,000 2026-08-05 · sell Viking Holdings Ltd Ordinary Shares — $1,001 - $15,000 2026-08-04 · sell Viking Holdings Ltd Ordinary Shares — $1,001 - $15,000 2026-08-06 · sell Viking Holdings Ltd Ordinary Shares — $1,001 - $15,000 2026-08-25 · sell Viking Holdings Ltd Ordinary Shares — $100,001 - $250,000 2026-08-25 · sell Trimble Inc. - Common Stock — $100,001 - $250,000 2026-08-12 · buy C.H. Robinson Worldwide, Inc. - Common Stock — $1,001 - $15,000 2026-08-25 · sell Transdigm Group Incorporated Common Stock — $100,001 - $250,000 2026-08-12 · sell Tractor Supply Company - Common Stock — $1,001 - $15,000 2026-08-25 · sell Tractor Supply Company - Common Stock — $15,001 - $50,000 2026-08-05 · sell The Middleby Corporation - Common Stock — $1,001 - $15,000 2026-08-04 · sell The Middleby Corporation - Common Stock — $1,001 - $15,000 2026-08-25 · sell The Middleby Corporation - Common Stock — $15,001 - $50,000 2026-08-10 · sell The Middleby Corporation - Common Stock — $1,001 - $15,000 2026-08-06 · sell The Middleby Corporation - Common Stock — $1,001 - $15,000 2026-08-24 · sell The Middleby Corporation - Common Stock — $1,001 - $15,000 2026-08-24 · sell Teledyne Technologies Incorporated Common Stock — $1,001 - $15,000 2026-08-14 · buy C.H. Robinson Worldwide, Inc. - Common Stock — $1,001 - $15,000 2026-08-20 · sell Teledyne Technologies Incorporated Common Stock — $1,001 - $15,000 2026-08-21 · sell Teledyne Technologies Incorporated Common Stock — $1,001 - $15,000 2026-08-19 · sell Teledyne Technologies Incorporated Common Stock — $1,001 - $15,000 2026-08-25 · sell Teledyne Technologies Incorporated Common Stock — $15,001 - $50,000 2026-08-25 · sell STERIS plc — $100,001 - $250,000 2026-08-25 · sell Somnigroup International Inc. Common Stock — $100,001 - $250,000 2026-08-25 · sell Signet Jewelers Limited Common Shares — $100,001 - $250,000 2026-08-03 · sell Service Corporation International — $1,001 - $15,000 2026-08-04 · sell Service Corporation International Common Stock — $1,001 - $15,000 2026-08-25 · sell Service Corporation International Common Stock — $50,001 - $100,000 2026-08-25 · sell C.H. Robinson Worldwide, Inc. - Common Stock — $100,001 - $250,000 2026-08-25 · sell Rollins, Inc. Common Stock — $50,001 - $100,000 2026-08-25 · sell Paychex, Inc. - Common Stock — $100,001 - $250,000 2026-08-25 · sell Packaging Corporation of America Common Stock — $50,001 - $100,000 2026-08-25 · sell Nasdaq, Inc. - Common Stock — $100,001 - $250,000 2026-08-03 · sell Midera Food Processing, Inc. - Common Stock — $15,001 - $50,000 2026-08-19 · buy Martin Marietta Materials, Inc. Common Stock — $1,001 - $15,000 2026-08-25 · sell Martin Marietta Materials, Inc. Common Stock — $250,001 - $500,000 2026-08-25 · sell Markel Group Inc. Common Stock — $100,001 - $250,000 2026-08-25 · sell Live Nation Entertainment, Inc. Common Stock — $100,001 - $250,000 2026-08-17 · sell Live Nation Entertainment, Inc. Common Stock — $1,001 - $15,000 2026-08-03 · buy C.H. Robinson Worldwide, Inc. - Common Stock — $15,001 - $50,000 2026-08-14 · sell Live Nation Entertainment, Inc. Common Stock — $1,001 - $15,000 2026-08-07 · buy Life Time Group Holdings, Inc. Common Stock — $1,001 - $15,000 2026-08-06 · buy Life Time Group Holdings, Inc. Common Stock — $1,001 - $15,000 2026-08-24 · buy Life Time Group Holdings, Inc. Common Stock — $1,001 - $15,000 2026-08-25 · sell Life Time Group Holdings, Inc. Common Stock — $100,001 - $250,000 2026-08-03 · buy Life Time Group Holdings, Inc. Common Stock — $15,001 - $50,000 2026-08-03 · buy Liberty Media Corporation - Series C Liberty Formula One Common Stock — $15,001 - $50,000 2026-08-25 · sell Liberty Media Corporation - Series C Liberty Formula One Common Stock — $100,001 - $250,000 2026-08-24 · buy Liberty Media Corporation - Series C Liberty Formula One Common Stock — $1,001 - $15,000 2026-08-07 · buy Liberty Media Corporation - Series C Liberty Formula One Common Stock — $15,001 - $50,000 2026-08-03 · buy BWX Technologies, Inc. Common Stock — $1,001 - $15,000 2026-08-05 · sell Labcorp Holdings Inc. Common Stock — $1,001 - $15,000 2026-08-06 · sell Labcorp Holdings Inc. Common Stock — $1,001 - $15,000 2026-08-07 · sell Labcorp Holdings Inc. Common Stock — $1,001 - $15,000 2026-08-25 · sell Labcorp Holdings Inc. Common Stock — $100,001 - $250,000 … 18 further transactions are in the source document
Original filing document
2026-09-08 · Congressional trades · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
2026-08-28 · sell New Jersey St 19 GO Emer Go 5% due 6/1/28 — $50,001 - $100,000 2026-08-17 · sell Mississippi St Ref Go P/R 10/1/27 5% due 10/1/31 — $50,001 - $100,000
Original filing document
2026-09-08 · Congressional trades · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
2026-08-17 · buy Procter & Gamble Company — $1,001 - $15,000
Original filing document
2026-09-05 · Congressional trades · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
2026-08-26 · sell Vertex Pharmaceuticals Incorporated - Common Stock — $1,001 - $15,000 2026-08-26 · sell Microsoft Corporation - Common Stock — $1,001 - $15,000 2026-08-26 · buy Fifth Third Bancorp - Common Stock — $1,001 - $15,000 2026-08-26 · buy Broadcom Inc. - Common Stock — $1,001 - $15,000 2026-08-26 · buy Broadcom Inc. - Common Stock — $1,001 - $15,000 2026-08-26 · sell Amgen Inc. - Common Stock — $1,001 - $15,000 2026-08-26 · sell Amgen Inc. - Common Stock — $1,001 - $15,000 2026-08-26 · buy American Electric Power Company, Inc. — $1,001 - $15,000 2026-08-26 · buy American Electric Power Company, Inc. — $1,001 - $15,000
Original filing document
2026-09-04 · Congressional trades · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
2026-07-16 · buy Artivion, Inc. Common Stock — $1,001 - $15,000 2026-07-17 · buy Applovin Corporation - Class A Common Stock — $1,001 - $15,000 2026-07-10 · buy Ameris Bancorp - Common Stock — $1,001 - $15,000 2026-07-17 · sell Zoetis Inc. Class A Common Stock — $1,001 - $15,000 2026-07-17 · buy Western Digital Corporation - Common Stock — $1,001 - $15,000 2026-07-21 · sell Viavi Solutions Inc. - Common Stock — $1,001 - $15,000 2026-07-17 · sell Verizon Communications Inc. Common Stock — $1,001 - $15,000 2026-07-16 · buy Vaxcyte, Inc. - Common Stock — $1,001 - $15,000 2026-07-17 · sell Uber Technologies, Inc. Common Stock — $1,001 - $15,000 2026-07-16 · buy U.S. Physical Therapy, Inc. Common — $1,001 - $15,000 2026-07-30 · buy Alkermes plc - Ordinary Shares — $15,001 - $50,000 2026-07-10 · buy The Vita Coco Company, Inc. - Common Stock — $1,001 - $15,000 2026-07-17 · buy The Trade Desk, Inc. - Class A Common Stock — $1,001 - $15,000 2026-07-10 · buy Stifel Financial Corporation Common Stock — $1,001 - $15,000 2026-07-16 · sell X Technologies, Inc. Common Stock — $1,001 - $15,000 2026-07-16 · buy Sprouts Farmers Market, Inc. - Common Stock — $15,001 - $50,000 2026-07-10 · buy Skyward Specialty Insurance Group, Inc. - Common Stock — $1,001 - $15,000 2026-07-16 · buy Skyward Specialty Insurance Group, Inc. - Common Stock — $1,001 - $15,000 2026-07-16 · sell Semtech Corporation - Common Stock — $1,001 - $15,000 2026-07-21 · sell Semtech Corporation - Common Stock — $1,001 - $15,000 2026-07-21 · buy SailPoint, Inc. - Common Stock — $1,001 - $15,000 2026-07-24 · sell Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share — $100,001 - $250,000 2026-07-16 · sell RBC Bearings Incorporated Common Stock — $1,001 - $15,000 2026-07-17 · sell Progressive Corporation — $1,001 - $15,000 2026-07-30 · buy Praxis Precision Medicines, Inc. - Common Stock — $1,001 - $15,000 2026-07-17 · sell Paramount Skydance Corporation - Class B Common Stock — $1,001 - $15,000 2026-07-17 · buy Palantir Technologies Inc. - Class A Common Stock — $1,001 - $15,000 2026-07-17 · buy NVIDIA Corporation - Common Stock — $1,001 - $15,000 2026-07-23 · exchange National Storage Affiliates Trust Common Shares of Beneficial Interest — $15,001 - $50,000 2026-07-10 · buy National Health Investors, Inc. Common Stock — $1,001 - $15,000 2026-07-10 · buy Minerals Technologies Inc. Common Stock — $1,001 - $15,000 2026-07-17 · buy Microsoft Corporation - Common Stock — $15,001 - $50,000 2026-07-02 · sell AeroVironment, Inc. - Common Stock — $1,001 - $15,000 2026-07-31 · buy Mesabi Trust Common Stock — $15,001 - $50,000 2026-07-17 · buy Marvell Technology, Inc. - Common Stock — $1,001 - $15,000 2026-07-16 · sell MACOM Technology Solutions Holdings, Inc. - Common Stock — $1,001 - $15,000 2026-07-17 · sell Lumentum Holdings Inc. - Common Stock — $1,001 - $15,000 2026-07-16 · sell Lamar Advertising Company - Class A Common Stock — $1,001 - $15,000 2026-07-17 · sell Kenvue Inc. Common Stock — $1,001 - $15,000 2026-07-17 · sell International Business Machines Corporation Common Stock — $1,001 - $15,000 2026-07-10 · buy Independence Realty Trust, Inc. Common Stock — $1,001 - $15,000 2026-07-16 · buy Houlihan Lokey, Inc. Class A Common Stock — $1,001 - $15,000 2026-07-10 · buy Horace Mann Educators Corporation Common Stock — $1,001 - $15,000 2026-07-17 · buy Advanced Micro Devices, Inc. — $1,001 - $15,000 2026-07-10 · buy HealthEquity, Inc. - Common Stock — $1,001 - $15,000 2026-07-21 · buy Glacier Bancorp, Inc. — $1,001 - $15,000 2026-07-16 · buy Ferguson Enterprises Inc. Common Stock — $1,001 - $15,000 2026-07-21 · sell FedEx Corporation Common Stock — $1,001 - $15,000 2026-07-16 · sell Fabrinet Ordinary Shares — $15,001 - $50,000 2026-07-16 · buy Enerpac Tool Group Corp. Common Stock — $1,001 - $15,000 2026-07-10 · buy Enerpac Tool Group Corp. Common Stock — $1,001 - $15,000 2026-07-17 · sell Electronic Arts Inc. - Common Stock — $1,001 - $15,000 2026-07-17 · sell DuPont de Nemours, Inc. Common Stock — $1,001 - $15,000 2026-07-10 · buy Ducommun Incorporated Common Stock — $1,001 - $15,000 2026-07-24 · sell Adobe Inc. - Common Stock — $1,001 - $15,000 2026-07-16 · buy CSW Industrials, Inc. Common Stock — $1,001 - $15,000 2026-07-17 · buy CrowdStrike Holdings, Inc. - Class A Common Stock — $1,001 - $15,000 2026-07-30 · sell Crinetics Pharmaceuticals, Inc. - Common Stock — $15,001 - $50,000 2026-07-02 · sell Credo Technology Group Holding Ltd - Ordinary Shares — $1,001 - $15,000 2026-07-17 · sell Constellation Brands, Inc. Common Stock — $1,001 - $15,000 … 6 further transactions are in the source document
Original filing document
2026-09-03 · Congressional trades · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
2026-08-28 · sell ViaSat, Inc. - Common Stock — $1,001 - $15,000
Original filing document
2026-09-02 · Congressional trades · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
2026-08-12 · sell Amgen Inc. - Common Stock — $1,001 - $15,000 2026-08-13 · sell Lam Research Corporation - Common Stock — $1,001 - $15,000 2026-08-13 · sell NVIDIA Corporation - Common Stock — $1,001 - $15,000 2026-08-13 · sell NVIDIA Corporation - Common Stock — $15,001 - $50,000 2026-08-06 · sell SDZNY- Sandoz Group AG ADR — $1,001 - $15,000
Original filing document
2026-09-02 · Congressional trades · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
2026-08-18 · buy NVIDIA Corporation - Common Stock — $1,001 - $15,000 2026-08-18 · sell Apple Inc. - Common Stock — $1,001 - $15,000
Original filing document
2026-09-02 · Congressional trades · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
2026-08-07 · buy Equinix, Inc. - Common Stock — $1,001 - $15,000 2026-08-12 · sell Allstate Corporation — $1,001 - $15,000
Original filing document
2026-09-02 · Congressional trades · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
2026-08-13 · buy Apple Inc. - Common Stock — $1,001 - $15,000
Original filing document
2026-09-02 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Other Filing year 2026 Chamber house Amwins $500,001 - $1,000,000 DividendsNone$100,001 - Cash - Chase Checking $1,000,001 - $5,000,000 · None Cash - Wells Fargo Checking $500,001 - $1,000,000 · None Vine Projects Undetermined · None Cash no value stated $1,001 - $15,000None GP Interest - DOFVI $100,001 - $250,000 · None UNIX and GNU $5,000,001 - $25,000,000 · None JTSXX $1,000,001 - $5,000,000 InterestNone$100,001 - LP Interest - DGFII $5,000,001 - $25,000,000 · None LP Interest - DOFI-VI and co-invests $1,000,001 - $5,000,000 · Capital Gains, Dividends None$100,001 - Cash $50,001 - $100,000 · None LP Interest - DOFV $50,001 - $100,000 · None LP Interest - TBC Castle Global $250,001 - $500,000 · None 19668 - Aggressive Portfolio (Index) $500,001 - $1,000,000 · None Cash $500,001 - $1,000,000 · None SCAXX $1,000,001 - $5,000,000 InterestNone$100,001 - SCAXX $1,000,001 - $5,000,000 InterestNone$100,001 - SCBP1 $1,000,001 - $5,000,000 · None LP Interest - Virtu QOFII $500,001 - $1,000,000 · None
Original filing document
2026-09-02 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Other Filing year 2026 Chamber house Apple Inc. - Common Stock (AAPL) $15,001 - $50,000 · Tax-Deferred Carnival Corporation Ltd. Common Shares (CCL) $1,001 - $15,000 · Tax-Deferred Space Exploration Technologies Corp. - Class A Common Stock (SPCX) $1,001 - $15,000 · Tax-Deferred SWVXX $50,001 - $100,000 · Tax-Deferred Alphabet Inc. - Class C Capital Stock (GOOG) no value stated $1,001 - $15,000Tax-Deferred Amazon.com, Inc. - Common Stock (AMZN) no value stated $1,001 - $15,000Tax-Deferred Apple Inc. - Common Stock (AAPL) no value stated $1,001 - $15,000Tax-Deferred Meta Platforms, Inc. - Class A Common Stock (META) no value stated $1,001 - $15,000Tax-Deferred Microsoft Corporation - Common Stock (MSFT) no value stated $1,001 - $15,000Tax-Deferred NVIDIA Corporation - Common Stock (NVDA) no value stated $1,001 - $15,000Tax-Deferred Space Exploration Technologies Corp. - Class A Common Stock (SPCX) no value stated $1,001 - $15,000Tax-Deferred Tesla, Inc. - Common Stock (TSLA) no value stated $1,001 - $15,000Tax-Deferred SPDR Gold MiniShares Trust (GLDM) $50,001 - $100,000 · Tax-Deferred SPDR Gold MiniShares Trust (GLDM) $100,001 - $250,000 · Tax-Deferred Vanguard Money Market Reserves Federal Money Market Fund (VMFXX) $100,001 - $250,000 · Tax-Deferred Vanguard Total Stock Market Index Fd Admiral Shs (VTSAX) $1,000,001 - $5,000,000 · Tax-Deferred Vanguard Total Stock Market Index Fd Admiral Shs (VTSAX) $1,000,001 - $5,000,000 · Tax-Deferred Vanguard Value Index Fd Admiral Shs (VVIAX) $100,001 - $250,000 · Tax-Deferred
Original filing document
2026-09-02 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Other Filing year 2025 Chamber house Apple Inc. - Common Stock (AAPL) $15,001 - $50,000 · Tax-Deferred Carnival Corporation Ltd. Common Shares (CCL) $1,001 - $15,000 · Tax-Deferred SWVXX $50,001 - $100,000 · Tax-Deferred Alphabet Inc. - Class C Capital Stock (GOOG) no value stated $1,001 - $15,000Tax-Deferred Amazon.com, Inc. - Common Stock (AMZN) no value stated $1,001 - $15,000Tax-Deferred Apple Inc. - Common Stock (AAPL) no value stated $1,001 - $15,000Tax-Deferred Meta Platforms, Inc. - Class A Common Stock (META) no value stated $1,001 - $15,000Tax-Deferred Microsoft Corporation - Common Stock (MSFT) no value stated $1,001 - $15,000Tax-Deferred NVIDIA Corporation - Common Stock (NVDA) no value stated $1,001 - $15,000Tax-Deferred Tesla, Inc. - Common Stock (TSLA) no value stated $1,001 - $15,000Tax-Deferred Vanguard Money Market Reserves Federal Money Market Fund (VMFXX) $100,001 - $250,000 · Tax-Deferred Vanguard Money Market Reserves Federal Money Market Fund (VMFXX) $100,001 - $250,000 · Tax-Deferred Vanguard Total Stock Market Index Fd Admiral Shs (VTSAX) $1,000,001 - $5,000,000 · Tax-Deferred Vanguard Total Stock Market Index Fd Admiral Shs (VTSAX) $1,000,001 - $5,000,000 · Tax-Deferred
Original filing document
2026-09-01 · Congressional trades · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
2026-08-21 · buy US Treas Bills Int Rate 0.000% MAT 8/5/2027 — $250,001 - $500,000 2026-08-21 · buy US Treas Bills Int Rate 0.000% MAT 2/18/2027 — $250,001 - $500,000
Original filing document
2026-09-01 · Congressional trades · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
2026-08-03 · exchange Washington St Various 5.00% 08/01/30 — $50,001 - $100,000 2026-08-05 · buy Long Is Pwr Auth Var 9/01/55 — $15,001 - $50,000 2026-08-03 · exchange California St 4.00% 8/01/36 — $15,001 - $50,000
Original filing document
2026-09-01 · Congressional trades · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
2026-08-19 · sell Colgate-Palmolive Company Common Stock — $1,001 - $15,000 2026-08-14 · sell Carrier Global Corporation Common Stock — $1,001 - $15,000 2026-08-24 · buy CANADIAN CNTY OKLA EDL FACS AUTH EDL 3.00000% 09/01/2029 — $100,001 - $250,000 2026-08-13 · sell Boeing Company — $15,001 - $50,000 2026-08-13 · sell Boeing Company — $1,001 - $15,000 2026-08-18 · sell Biogen Inc. - Common Stock — $1,001 - $15,000 2026-08-18 · sell Anheuser-Busch Inbev SA Sponsored ADR — $1,001 - $15,000 2026-08-13 · sell Waters Corporation Common Stock — $1,001 - $15,000 2026-08-10 · sell Walt Disney Company — $15,001 - $50,000 2026-08-14 · sell Veralto Corp Common Stock — $1,001 - $15,000 2026-08-21 · sell Veralto Corp Common Stock — $1,001 - $15,000 2026-08-10 · sell Veralto Corp Common Stock — $1,001 - $15,000 2026-08-05 · sell Solstice Advanced Materials Inc. - Common Stock — $1,001 - $15,000 2026-08-24 · sell Procter & Gamble Company — $50,001 - $100,000 2026-08-05 · sell Procter & Gamble Company — $1,001 - $15,000 2026-08-10 · sell Otis Worldwide Corporation Common Stock — $1,001 - $15,000 2026-08-13 · sell Nike, Inc. Common Stock — $1,001 - $15,000 2026-08-05 · sell Alcon Inc. Ordinary Shares — $1,001 - $15,000 2026-08-21 · sell Microsoft Corporation - Common Stock — $15,001 - $50,000 2026-08-24 · sell Medtronic plc. Ordinary Shares — $15,001 - $50,000 2026-08-24 · sell Marsh Common Stock — $1,001 - $15,000 2026-08-24 · sell Lowe's Companies, Inc. Common Stock — $1,001 - $15,000 2026-08-18 · sell Kimberly-Clark Corporation - Common Stock — $1,001 - $15,000 2026-08-14 · sell ICON plc - Ordinary Shares — $15,001 - $50,000 2026-08-13 · sell Hormel Foods Corporation Common Stock — $1,001 - $15,000 2026-08-19 · sell Honeywell Aerospace Inc. - Common Stock — $15,001 - $50,000 2026-08-24 · sell Home Depot, Inc. — $50,001 - $100,000 2026-08-13 · sell Gap, Inc. — $1,001 - $15,000 2026-08-14 · sell Adobe Inc. - Common Stock — $15,001 - $50,000
Original filing document
2026-08-31 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Report type Annual Filing year 2025 Chamber senate Rental Property $100,001 - $250,000 · Rent/Royalties · $15,001 - $50,000
Original filing document
2026-08-31 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Annual Filing year 2025 Chamber house
Original filing document
2026-08-29 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Other Filing year 2026 Chamber house Calvert Global Water Fund Class A (CFWAX) $100,001 - $250,000 · None Capitol One Checking Giving $1,001 - $15,000 · Interest Capitol One Checking Savings $15,001 - $50,000 · Interest Capitol One Savings $1,001 - $15,000 · Interest Church Planting in Post-Christian Soil no value stated DUPACO Accounts for Virginia $1,001 - $15,000 · None IPERS $15,001 - $50,000 · None Parnassus Core Equity Fund-Investor Shares (PRBLX)SP$50,001 -None $100,000 asset no value stated $1,001 - $15,000None UMB Bank Checking $1,001 - $15,000 · None Vanguard Cash Plus Account $1,001 - $15,000 · None Vanguard ESG International Stock ETF (VSGX) $15,001 - $50,000 · None Vanguard ESG International Stock ETF (VSGX) $1,001 - $15,000 · None Vanguard Federal Money Market Fund $15,001 - $50,000 · None (VFTAX) $1,001 - $15,000 · None (VFTAX) $15,001 - $50,000 · None Shares (VESGX) $50,001 - $100,000 · None Shares (VEIGX) no value stated $1,001 - $15,000None $1 - $1,000 · None Shares (VWICX) $1 - $1,000 · None Vanguard Morningstar Growth ETF (VUG) $1,001 - $15,000 · None
Original filing document
2026-08-28 · Congressional trades · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
2026-08-07 · sell W.L. Gore & Associates, Inc. Company: W.L. Gore & Associates, Inc. (Newark, Delaware) Description: Advanced materials manufacturing — $100,001 - $250,000
Original filing document
2026-08-28 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Other Filing year 2026 Chamber house
Original filing document
2026-08-27 · Congressional trades · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
2026-08-10 · buy GS Managed Structured Note Strategy S&P 500 Linked Note — $100,001 - $250,000 2026-08-10 · buy GS Managed Structured Note Strategy S&P 500 Linked Note — $250,001 - $500,000 2026-08-11 · buy GS Managed Structured Note Strategy MSCI EAFE Linked Note — $100,001 - $250,000 2026-08-12 · buy GS Managed Structured Note Strategy S&P 500 Linked Note — $100,001 - $250,000 2026-08-06 · buy NORTHERN YORK CNTY PA SCH DIST GEN Rate/Coupon: 5.25% Matures: 2051-11-15 — $250,001 - $500,000 2026-07-28 · buy GS Managed Structured Note Strategy MSCI EAFE Linked Note — $100,001 - $250,000 2026-07-30 · sell ALLEGHENY CNTY HIGHER ED BLDG REV Rate/Coupon: 5% Matures: 2032-02-01 — $250,001 - $500,000 2026-08-12 · buy GS Managed Structured Note Strategy S&P 500 Linked Note — $100,001 - $250,000 2026-07-30 · sell ALVIN TEX INDPT SCH DIST GO Rate/Coupon: 5% Matures: 2035-02-15 — $100,001 - $250,000 2026-07-30 · sell CHESTER CNTY PA SCH AUTH SCH REV Rate/Coupon: 5% Matures: 2027-03-01 — $100,001 - $250,000 2026-07-30 · sell CORPUS CHRISTI TEX UTIL SYS REV Rate/Coupon: 5% Matures: 2029-07-15 — $100,001 - $250,000 2026-07-30 · sell DALLAS TEX INDPT SCH DIST GO Rate/Coupon: 5% Matures: 2033-02-15 — $15,001 - $50,000 2026-07-30 · sell NORTHAMPTON CNTY PA GEN PURP A REV Rate/Coupon: 5% Matures: 2034-11-15 — $100,001 - $250,000 2026-07-30 · sell OXFORD PA AREA SCH DIST GO Rate/Coupon: 5% Matures: 2032-09-01 — $50,001 - $100,000 2026-07-30 · sell PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 2035-08-15 — $50,001 - $100,000 2026-07-30 · sell PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 2033-08-15 — $100,001 - $250,000 2026-07-30 · sell PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 2034-04-01 — $100,001 - $250,000 2026-07-30 · sell PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 2035-04-01 — $50,001 - $100,000 2026-08-17 · buy GS Managed Structured Note Strategy S&P 500 Linked Note — $100,001 - $250,000 2026-07-30 · sell PENNSYLVANIA ST HIGHER EDL REV Rate/Coupon: 4% Matures: 2031-06-15 — $100,001 - $250,000 2026-07-30 · sell PENNSYLVANIA ST TPK COMMN OIL REV Rate/Coupon: 5% Matures: 2026-12-01 — $100,001 - $250,000 2026-07-30 · sell PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 2030-12-01 — $100,001 - $250,000 2026-07-30 · sell PHILADELPHIA PA AUTH FOR INDL REV Rate/Coupon: 5% Matures: 2031-12-01 — $100,001 - $250,000 2026-07-30 · sell SPRINGFIELD TWP SCH DIST PA GO Rate/Coupon: 5% Matures: 2030-11-15 — $100,001 - $250,000 2026-07-30 · sell WASHINGTON ST GO Rate/Coupon: 5% Matures: 2033-02-01 — $100,001 - $250,000 2026-07-31 · sell ALLEGHENY CNTY HIGHER ED BLDG REV Rate/Coupon: 5% Matures: 2032-02-01 — $50,001 - $100,000 2026-07-31 · sell ALVIN TEX INDPT SCH DIST GO Rate/Coupon: 5% Matures: 2035-02-15 — $50,001 - $100,000 2026-07-31 · sell CHESTER CNTY PA SCH AUTH SCH REV Rate/Coupon: 5% Matures: 2027-03-01 — $50,001 - $100,000 2026-07-31 · sell CORPUS CHRISTI TEX UTIL SYS REV Rate/Coupon: 5% Matures: 2029-07-15 — $50,001 - $100,000 2026-08-17 · buy GS Managed Structured Note Strategy S&P 500 Linked Note — $100,001 - $250,000 2026-07-31 · sell DALLAS TEX INDPT SCH DIST GO Rate/Coupon: 5% Matures: 2033-02-15 — $50,001 - $100,000 2026-07-31 · sell DEL CNTY PA AUTH COLLEGE REV Rate/Coupon: 5% Matures: 2026-10-01 — $50,001 - $100,000 2026-07-31 · sell NORTHAMPTON CNTY PA GEN PURP A REV Rate/Coupon: 5% Matures: 2034-11-15 — $50,001 - $100,000 2026-07-31 · sell OXFORD PA AREA SCH DIST GO Rate/Coupon: 5% Matures: 2032-09-01 — $15,001 - $50,000 2026-07-31 · sell PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 2035-08-15 — $50,001 - $100,000 2026-07-31 · sell PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 2033-08-15 — $50,001 - $100,000 2026-07-31 · sell PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 2034-04-01 — $15,001 - $50,000 2026-07-31 · sell PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 2035-04-01 — $50,001 - $100,000 2026-07-31 · sell PENNSYLVANIA ST HIGHER EDL REV Rate/Coupon: 4% Matures: 2031-06-15 — $15,001 - $50,000 2026-07-31 · sell PENNSYLVANIA ST TPK COMMN REV Rate/Coupon: 5.25% Matures: 2030-07-15 — $15,001 - $50,000 2026-08-18 · buy GS Managed Structured Note Strategy MSCI EAFE Linked Note — $250,001 - $500,000 2026-07-31 · sell PHILADELPHIA PA AUTH FOR INDL REV Rate/Coupon: 5% Matures: 2031-12-01 — $15,001 - $50,000 2026-07-31 · sell SPRINGFIELD TWP SCH DIST PA GO Rate/Coupon: 5% Matures: 2030-11-15 — $50,001 - $100,000 2026-07-31 · sell WASHINGTON ST GO Rate/Coupon: 5% Matures: 2033-02-01 — $50,001 - $100,000 2026-07-31 · sell PENNSYLVANIA ST TPK COMMN OIL REV Rate/Coupon: 5% Matures: 2026-12-01 — $100,001 - $250,000 2026-08-03 · buy GS Managed Structured Note Strategy S&P 500 Linked Note — $100,001 - $250,000 2026-08-03 · buy GS Managed Structured Note Strategy S&P 500 Linked Note — $100,001 - $250,000 2026-08-04 · buy GS Managed Structured Note Strategy MSCI EAFE Linked Note — $100,001 - $250,000 2026-08-04 · buy GS Managed Structured Note Strategy MSCI EAFE Linked Note — $100,001 - $250,000 2026-08-05 · buy GS Managed Structured Note Strategy S&P 500 Linked Note — $100,001 - $250,000 2026-08-05 · buy GS Managed Structured Note Strategy S&P 500 Linked Note — $100,001 - $250,000 2026-08-19 · buy GS Managed Structured Note Strategy S&P 500 Linked Note — $50,001 - $100,000
Original filing document
2026-08-27 · Congressional trades · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
2026-07-13 · sell W.W. Grainger, Inc. Common Stock — $1,001 - $15,000 2026-07-13 · sell STERIS plc — $1,001 - $15,000 2026-07-13 · buy Applied Materials, Inc. - Common Stock — $1,001 - $15,000
Original filing document
2026-08-27 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
This filing was submitted on paper. The schedules are not machine-readable, so no assets or liabilities are listed here — read the original document.
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Annual Filing year 2025 Chamber house
Original filing document
2026-08-27 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Other Filing year 2026 Chamber house
Original filing document
2026-08-26 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Report type Annual Filing year 2025 Chamber senate First Louisiana Investment Properties LLC - JK has 1/3 interest -- ILCB - Mstar Large-Cap Ishares ETF $100,001 - $250,000 · Dividends · $1,001 - $2,500 Chase Bank $1,001 - $15,000 · None · None (or less than $201) 5005 Main St $100,001 - $250,000 · Rent/Royalties · $2,501 - $5,000 4312 Marshall Street $1,001 - $15,000 · None · None (or less than $201) IVV - iShares Core S&P 500 ETF $1,001 - $15,000 · Dividends · None (or less than $201) VOO - S&P 500 ETF Vanguard $50,001 - $100,000 · Dividends · $201 - $1,000 5037 Main St. $100,001 - $250,000 · Rent/Royalties · $5,001 - $15,000 3150 Church Street, Zachary, LA 70791 $250,001 - $500,000 · Rent/Royalties · $5,001 - $15,000 1520 Main Street, Baker LA $50,001 - $100,000 · Rent/Royalties · $2,501 - $5,000 102 acres, Church Street $1,000,001 - $5,000,000 · Rent/Royalties · $201 - $1,000 Lot A, Zachary Heights, Zachary, LA $1,001 - $15,000 · None · None (or less than $201) Lot 3, 38th St. Zachary, LA $1,001 - $15,000 · None · None (or less than $201) Lot 4, 38th St. Zachary, LA $1,001 - $15,000 · None · None (or less than $201) Lot 2, Creech sub., Old Weis Rd., Zachary, LA $1,001 - $15,000 · None · None (or less than $201) Lot 3, Creech sub., Old Weis Rd., Zachary, LA $1,001 - $15,000 · None · None (or less than $201) Lot 4, Creech sub., Old Weis Rd., Zachary, LA $1,001 - $15,000 · None · None (or less than $201) Lot 5, Creech sub., Old Weis Rd., Zachary, LA $1,001 - $15,000 · None · None (or less than $201) Lot 6, Creech sub., Old Weis Rd., Zachary, LA $1,001 - $15,000 · None · None (or less than $201) Lot 42, Meadowood Hills Sub., Slaughter, LA $15,001 - $50,000 · None · None (or less than $201) Lot 43, Meadowood Hills Sub., Slaughter, LA $1,001 - $15,000 · None · None (or less than $201) Lot 50, Meadowood Hills Sub., Slaughter, LA $1,001 - $15,000 · None · None (or less than $201) Lot 115, Meadowood Hills Sub., Slaughter, LA $1,001 - $15,000 · None · None (or less than $201) 6 acres, Slaughter, LA $1,001 - $15,000 · None · None (or less than $201) Lot 133, Zachary Heights, Zachary LA $1,001 - $15,000 · None · None (or less than $201) MRK - Merck & Co $1,001 - $15,000 · Dividends · None (or less than $201) Capital One Bank $1,001 - $15,000 · None · None (or less than $201) Capital One Bank $1,001 - $15,000 · None · None (or less than $201) Mineral royalty interest, Livingston Parish, LA $1,001 - $15,000 · Rent/Royalties · None (or less than $201) APK Minerals LLC - JK has 1/3 interest -- Minerals, Wilkinson & Amite County, MS $1,001 - $15,000 · None · None (or less than $201) Louisiana Public Employees Deferred Compensation Plan -- Charles Schwab PCRA Brokerage Account -- QQQ - Invesco QQQ Trust, Series 1 $100,001 - $250,000 · Dividends · $1,001 - $2,500 IVV - iShares Core S&P 500 $500,001 - $1,000,000 · Dividends · $5,001 - $15,000 SCHF - Schwab Intl Equity ETF $1,001 - $15,000 · Dividends · $201 - $1,000 BKTSX - Ishares Total U.S. Stock Market Index Fund - Cla None (or less than $1,001) · None · None (or less than $201) iShares MSCI Total International Index K $500,001 - $1,000,000 · None · None (or less than $201) Charles Schwab IRA -- ILCB - Mstar Large-Cap Ishares ETF $100,001 - $250,000 · Dividends · $1,001 - $2,500 … 97 further assets are in the source document
Original filing document
2026-08-25 · Congressional trades · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
2026-08-24 · sell Alphabet Inc. - Class A Common Stock — $50,001 - $100,000
Original filing document
2026-08-25 · Congressional trades · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
2026-08-11 · buy Alphabet Inc Note Coupon 4.80000%Mat 2/15/2036 — $1,001 - $15,000
Original filing document
2026-08-25 · Congressional trades · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
2026-08-11 · sell Solstice Advanced Materials Inc. - Common Stock — $1,001 - $15,000 2026-08-11 · sell Mobility Global Inc. Common Stock — $1,001 - $15,000 2026-08-11 · sell Mobility Global Inc. Common Stock — $1,001 - $15,000 2026-08-11 · sell Mobility Global Inc. Common Stock — $1,001 - $15,000 2026-08-11 · sell Accenture plc Class A Ordinary Shares — $15,001 - $50,000 2026-08-11 · sell Accenture plc Class A Ordinary Shares — $1,001 - $15,000 2026-08-11 · sell Accenture plc Class A Ordinary Shares — $1,001 - $15,000
Original filing document
2026-08-25 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Report type Annual Filing year 2025 Chamber senate Texas Blind Trust -- Asset of Texas Blind Trust Res Prop 523 $250,001 - $500,000 · None · None (or less than $201) Asset of Texas Blind Trust Res Prop 615 $250,001 - $500,000 · None · None (or less than $201) Asset of Texas Blind Trust Res Prop 833 $500,001 - $1,000,000 · None · None (or less than $201) Asset of Texas Blind Trust Res Prop 180 $250,001 - $500,000 · None · None (or less than $201) Asset of Texas Blind Trust Res Prop 218 $1,000,001 - $5,000,000 · None · None (or less than $201) Asset of Texas Blind Trust Res Prop 142 $250,001 - $500,000 · None · None (or less than $201) Asset of Texas Blind Trust Res Prop 104 $500,001 - $1,000,000 · None · None (or less than $201) Asset of Texas Blind Trust Undeveloped Land $1,000,001 - $5,000,000 · None · None (or less than $201) DFEMX - Emerging Markets Portfolio - EMERGING MARKETS PORTFOLIO - INSTITUTIONAL CLASS $15,001 - $50,000 · None · None (or less than $201) DFEVX - EMERGING MARKETS VALUE PORTFOLIO - EMERGING MARKETS VALUE PORTFOLIO - INSTITUTIONAL CLASS $1,001 - $15,000 · None · None (or less than $201) DFISX - INTERNATIONAL SMALL COMPANY PORTFOLIO - INTERNATIONAL SMALL COMPANY PORTFOLIO - INSTITUTIONAL CLASS $50,001 - $100,000 · None · None (or less than $201) DFIVX - DFA INTERNATIONAL VALUE PORTFOLIO - DFA INTERNATIONAL VALUE PORTFOLIO- INSTITUTIONAL CLASS $1,001 - $15,000 · None · None (or less than $201) DFLVX - U.S. LARGE CAP VALUE PORTFOLIO - U.S. LARGE CAP VALUE PORTFOLIO - INSTITUTIONAL CLASS $250,001 - $500,000 · None · None (or less than $201) DFREX - DFA REAL ESTATE SECURITIES PORTFOLIO - DFA REAL ESTATE SECURITIES PORTFOLIO - INSTITUTIONAL CLASS $100,001 - $250,000 · None · None (or less than $201) DFSCX - U.S. MICRO CAP PORTFOLIO - U.S. MICRO CAP PORTFOLIO - INSTITUTIONAL CLASS $100,001 - $250,000 · None · None (or less than $201) DFSVX - U.S. SMALL CAP VALUE PORTFOLIO - U.S. SMALL CAP VALUE PORTFOLIO - INSTITUTIONAL CLASS $100,001 - $250,000 · None · None (or less than $201) DFUSX - U.S. LARGE COMPANY PORTFOLIO $250,001 - $500,000 · None · None (or less than $201) DISVX - DFA INTERNATIONAL SMALL CAP VALUE PORTFOLIO - DFA INTERNATIONAL SMALL CAP VALUE PORTFOLIO - INSTITUTIONAL CLASS $1,001 - $15,000 · None · None (or less than $201) VIIIX - Vanguard Institutional Index Fund - Institutional Plus Shares $1,000,001 - $5,000,000 · None · None (or less than $201) VITAX - Vanguard Information Technology Index Fund - Admiral Shares $250,001 - $500,000 · None · None (or less than $201) VMFXX - Vanguard Federal Money Market Fund - Investor Shares None (or less than $1,001) · None · None (or less than $201) VPMCX - Vanguard PRIMECAP Fund - Investor Shares $1,001 - $15,000 · None · None (or less than $201) VTSAX - Vanguard Total Stock Market Index Fund - Admiral Shares $250,001 - $500,000 · None · None (or less than $201) DFEMX - Emerging Markets Portfolio - EMERGING MARKETS PORTFOLIO - INSTITUTIONAL CLASS $1,001 - $15,000 · None · None (or less than $201) DFEVX - EMERGING MARKETS VALUE PORTFOLIO - EMERGING MARKETS VALUE PORTFOLIO - INSTITUTIONAL CLASS $1,001 - $15,000 · None · None (or less than $201) DFISX - INTERNATIONAL SMALL COMPANY PORTFOLIO - INTERNATIONAL SMALL COMPANY PORTFOLIO - INSTITUTIONAL CLASS $1,001 - $15,000 · None · None (or less than $201) DFIVX - DFA INTERNATIONAL VALUE PORTFOLIO - DFA INTERNATIONAL VALUE PORTFOLIO- INSTITUTIONAL CLASS $15,001 - $50,000 · None · None (or less than $201) DFLVX - U.S. LARGE CAP VALUE PORTFOLIO - U.S. LARGE CAP VALUE PORTFOLIO - INSTITUTIONAL CLASS $15,001 - $50,000 · None · None (or less than $201) DFREX - DFA REAL ESTATE SECURITIES PORTFOLIO - DFA REAL ESTATE SECURITIES PORTFOLIO - INSTITUTIONAL CLASS $1,001 - $15,000 · None · None (or less than $201) DFSCX - U.S. MICRO CAP PORTFOLIO - U.S. MICRO CAP PORTFOLIO - INSTITUTIONAL CLASS $1,001 - $15,000 · None · None (or less than $201) DFSVX - U.S. SMALL CAP VALUE PORTFOLIO - U.S. SMALL CAP VALUE PORTFOLIO - INSTITUTIONAL CLASS $15,001 - $50,000 · None · None (or less than $201) DFUSX - U.S. LARGE COMPANY PORTFOLIO $15,001 - $50,000 · None · None (or less than $201) GEQZX - EQUITY INDEX FUND - Investor $100,001 - $250,000 · None · None (or less than $201) GGBZX - Aggressive Allocation Fund - Investor $100,001 - $250,000 · None · None (or less than $201) GGEZX - GROWTH EQUITY FUND - Investor $100,001 - $250,000 · None · None (or less than $201) GSCZX - SMALL CAP EQUITY FUND - Investor $100,001 - $250,000 · None · None (or less than $201) GVEZX - VALUE EQUITY FUND - Investor $100,001 - $250,000 · None · None (or less than $201) VMFXX - Vanguard Federal Money Market Fund - Investor Shares $1,001 - $15,000 · None · None (or less than $201) VTSAX - Vanguard Total Stock Market Index Fund - Admiral Shares $50,001 - $100,000 · None · None (or less than $201) … 18 further assets are in the source document
Original filing document
2026-08-25 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Other Filing year 2026 Chamber house Capital One - Checking Account $1,001 - $15,000 · None Capital One - Saving Account $1,001 - $15,000 · None (VLXVX) no value stated $15,001 - $50,000Tax-Deferred (VLXVX) no value stated
Original filing document
2026-08-25 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Other Filing year 2026 Chamber house Hoverink Ventures Management, LLC, 100% Interest $100,001 - $250,000 · None
Original filing document
2026-08-25 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Other Filing year 2025 Chamber house Capital One - Checking Account $1,001 - $15,000 · None Capital One - Savings Account $1,001 - $15,000 · None Vanguard Target Retirement 2065 Fund (VLXVX) no value stated $15,001 - $50,000Tax-Deferred (VLXVX) no value stated
Original filing document
2026-08-24 · Congressional trades · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
This filing is an amendment. It restates an earlier report by the same filer, which may still appear separately.
2025-11-20 · sell iShares MSCI EAFE ETF — $1,001 - $15,000 2025-11-21 · sell iShares Russell 2000 ETF — $1,001 - $15,000 2025-11-21 · sell iShares Core S&P 500 ETF — $1,001 - $15,000 2025-11-21 · sell Eli Lilly and Company — $1,001 - $15,000 2025-11-20 · sell NEW WORLD FUND INC - Class R-6 — $1,001 - $15,000 2025-11-13 · sell Salesforce Inc — $1,001 - $15,000 2025-11-21 · sell Tortoise North Amer Pipeline Fund — $1,001 - $15,000 2025-11-21 · sell Vanguard Global ex-U.S. Real Estate ETF — $1,001 - $15,000 2025-11-21 · sell First Trust Exchange-Traded Fund VIII FT Energy In — $1,001 - $15,000 2025-11-21 · sell First Trust Global Tactical Commodity Strategy Fun — $1,001 - $15,000 2025-11-21 · sell Fiserv Inc — $1,001 - $15,000 2025-11-20 · sell Goldman Sachs ActiveBeta Emerging Markets Equity E — $1,001 - $15,000 2025-11-06 · sell iShares MSCI All Country Asia ex Japan ETF — $1,001 - $15,000 2025-11-21 · sell Vanguard FTSE Developed Markets ETF — $1,001 - $15,000
Original filing document
2026-08-24 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Report type Annual Filing year 2025 Chamber senate Arvest $15,001 - $50,000 · Interest · None (or less than $201) Fed Credit Union $1,001 - $15,000 · Interest · None (or less than $201) Senate Credit Union $1,001 - $15,000 · Interest · None (or less than $201) Merrill Lynch Account -- U.S. Treasury Bills $50,001 - $100,000 · Interest · $2,501 - $5,000 Invesco Short Term MM $1,001 - $15,000 · Interest · $201 - $1,000 ABG Bond Fund $100,001 - $250,000 · Interest · $2,501 - $5,000 ABG Equity Fund $50,001 - $100,000 · Interest · $1,001 - $2,500 John Boozman IRA -- TBLL - Invesco Short Term Treasury ETF $50,001 - $100,000 · Interest · $201 - $1,000 EBAY - Ebay Inc None (or less than $1,001) · None · None (or less than $201) ECL - Ecolab Inc. Common Stock $1,001 - $15,000 · None · None (or less than $201) FBIN - Fortune Brands Innovations, Inc. Common Stock None (or less than $1,001) · None · None (or less than $201) LOW - Lowe's Companies, Inc. Common Stock $1,001 - $15,000 · None · None (or less than $201) OMC - Omnicom Group Inc. Common Stock $1,001 - $15,000 · None · None (or less than $201) QSR - Restaurant Brands International Inc. Common Shares None (or less than $1,001) · None · None (or less than $201) MDLZ - Mondelez International, Inc. - Class A Common Stoc $1,001 - $15,000 · None · None (or less than $201) PG - Procter & Gamble Company $1,001 - $15,000 · None · None (or less than $201) COP - Conocophillips $1,001 - $15,000 · None · None (or less than $201) VLO - Valero Energy Corporation Common Stock None (or less than $1,001) · None · None (or less than $201) BAC - Bank of America Corporation Common Stock $1,001 - $15,000 · None · None (or less than $201) COF - Capital One Financial Corp $1,001 - $15,000 · None · None (or less than $201) JPM - JP Morgan Chase & Co. Common Stock $1,001 - $15,000 · None · None (or less than $201) TRV - The Travelers Companies, Inc. Common Stock $1,001 - $15,000 · None · None (or less than $201) ABBV - AbbVie Inc. Common Stock $1,001 - $15,000 · None · None (or less than $201) GILD - Gilead Sciences Inc None (or less than $1,001) · None · None (or less than $201) IQV - IQVIA Holdings, Inc. Common Stock $1,001 - $15,000 · None · None (or less than $201) JNJ - Johnson & Johnson $1,001 - $15,000 · None · None (or less than $201) PFE - Pfizer Inc None (or less than $1,001) · None · None (or less than $201) GD - General Dynamics Corporation Common Stock $1,001 - $15,000 · None · None (or less than $201) HON - Honeywell International Inc. Common Stock $1,001 - $15,000 · None · None (or less than $201) UNP - Union Pacific Corp $1,001 - $15,000 · None · None (or less than $201) ACN - Accenture plc Class A Ordinary Shares (Ireland) $1,001 - $15,000 · None · None (or less than $201) AAPL - Apple Inc $1,001 - $15,000 · None · None (or less than $201) CSCO - Cisco Systems Inc None (or less than $1,001) · None · None (or less than $201) FISV - Fiserv, Inc. - Common Stock $1,001 - $15,000 · None · None (or less than $201) HPQ - HP Inc. Common Stock None (or less than $1,001) · None · None (or less than $201) LRCX - Lam Research Corporation - Common Stock $1,001 - $15,000 · None · None (or less than $201) MU - Micron Technology $1,001 - $15,000 · None · None (or less than $201) DIS - Walt Disney Company (The) Common Stock None (or less than $1,001) · None · None (or less than $201) … 92 further assets are in the source document
Original filing document
2026-08-24 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Other Filing year 2025 Chamber house Battle Mountain Farm, 50% Interest $1,000,001 - $5,000,000 · None Hatcher Family Dairy Store $15,001 - $50,000 · None Hatcher Farm $15,001 - $50,000 Residential Rental Property 2 $500,001 - $1,000,000 Rent$15,001 - Rock N Country Vet Services $1,000,001 - $5,000,000 Business Income$1,000,001 - Rock N Roll Farms, 50% Interest $500,001 - $1,000,000 Farm Income$100,001 - Tennessee Consolidated Retirement System Undetermined · None US Bank Savings Account $15,001 - $50,000 · Interest Columbia Select Mid Cap Value Fund Class I (NAMAX) no value stated $1,001 - $15,000Tax-Deferred DFA International Value Portfolio (DFIVX) no value stated $1,001 - $15,000Tax-Deferred Dodge & Cox Income Fund - Class I (DODIX) no value stated $1,001 - $15,000Tax-Deferred Fidelity Contrafund K6 (FLCNX) no value stated $1,001 - $15,000Tax-Deferred Fidelity International Discovery (FIGRX) no value stated $1,001 - $15,000Tax-Deferred Fidelity OTC K6 Portfolio (FOKFX) no value stated $1,001 - $15,000Tax-Deferred Fidelity Puritan Fund (FPURX) no value stated $1,001 - $15,000Tax-Deferred FVIT-Franklin Small Cap Value Fund - CL R6 (FRCSX) no value stated $1,001 - $15,000Tax-Deferred Janus Henderson Enterprise Fund - N Shares (JDMNX) no value stated $1,001 - $15,000Tax-Deferred Tennessee Treasury Managed Fund no value stated $1,001 - $15,000Tax-Deferred Plus Shares (VIIIX) no value stated $1,001 - $15,000Tax-Deferred Vanguard Total Bond Market Insti Plus Shares (VBMPX) no value stated $1,001 - $15,000Tax-Deferred Commercial Property $250,001 - $500,000 · None Farm Land $1,000,001 - $5,000,000 · None Residential Rental Property 1 $100,001 - $250,000 Rent$5,001 - Undeveloped Land $50,001 - $100,000 · None
Original filing document
2026-08-22 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
This filing was submitted on paper. The schedules are not machine-readable, so no assets or liabilities are listed here — read the original document.
Report type Annual Filing year 2025 Chamber senate
Original filing document
2026-08-21 · Congressional trades · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
2026-08-07 · buy Washington ST 5% Go Utx Due 08/01/30 — $250,001 - $500,000 2026-08-06 · sell Southeast Energy Auth Coop Dist Ala 5.00% Due Sep 1, 2035 — $250,001 - $500,000 2026-08-06 · buy California CMNTY Choice Fing Auth 5.00 % Due Oct 1, 2056 — $250,001 - $500,000
Original filing document
2026-08-21 · Congressional trades · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
2026-07-27 · buy REOF XXV, LLC — $500,001 - $1,000,000 2026-07-24 · buy Intel Corporation - Common Stock — $500,001 - $1,000,000 2026-07-24 · buy Intel Corporation - Common Stock — $250,001 - $500,000 2026-07-28 · buy Bloom Energy Corporation Class A Common Stock — $500,001 - $1,000,000 2026-07-28 · buy Bloom Energy Corporation Class A Common Stock — $500,001 - $1,000,000 2026-07-24 · buy Bloom Energy Corporation Class A Common Stock — $1,000,001 - $5,000,000 2026-07-24 · buy Bloom Energy Corporation Class A Common Stock — $1,000,001 - $5,000,000
Original filing document
2026-08-20 · Congressional trades · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
This filing is an amendment. It restates an earlier report by the same filer, which may still appear separately.
2025-04-08 · buy Broadcom Inc. - Common Stock — $1,001 - $15,000 2025-04-08 · buy Cboe Global Markets, Inc. Common Stock — $1,001 - $15,000 2025-04-08 · buy COLGATE PALMOLIVE LTD. — $1,001 - $15,000 2025-04-09 · buy iShares iBoxx $ High Yield Corporate Bond ETF — $1,001 - $15,000 2025-04-15 · buy Meta Platforms Inc — $1,001 - $15,000 2025-04-16 · buy Microsoft Corp — $1,001 - $15,000 2025-04-22 · buy Microsoft Corp — $1,001 - $15,000 2025-04-16 · buy Oracle Corp — $1,001 - $15,000 2025-04-16 · buy Unitedhealth Group Inc — $1,001 - $15,000
Original filing document
2026-08-20 · Congressional trades · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
2026-08-14 · sell AT&T Inc. — $50,001 - $100,000
Original filing document
2026-08-20 · Congressional trades · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
2026-08-11 · buy Procter & Gamble Company — $1,001 - $15,000 2026-08-11 · sell Microsoft Corporation - Common Stock — $15,001 - $50,000 2026-08-14 · buy Installed Building Products, Inc. Common Stock — $1,001 - $15,000 2026-08-11 · buy Alphabet Inc. - Class A Common Stock — $1,001 - $15,000 2026-08-11 · buy Alphabet Inc. - Class A Common Stock — $1,001 - $15,000
Original filing document
2026-08-20 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Report type Annual Filing year 2025 Chamber senate Arvest $15,001 - $50,000 · Interest · None (or less than $201) Fed Credit Union $1,001 - $15,000 · Interest · None (or less than $201) Senate Credit Union $1,001 - $15,000 · Interest · None (or less than $201) Merrill Lynch Account -- U.S. Treasury Bills $50,001 - $100,000 · Interest · $2,501 - $5,000 Invesco Short Term MM $1,001 - $15,000 · Interest · $201 - $1,000 ABG Bond Fund $100,001 - $250,000 · Interest · $2,501 - $5,000 ABG Equity Fund $50,001 - $100,000 · Interest · $1,001 - $2,500 John Boozman IRA -- TBLL - Invesco Short Term Treasury ETF $50,001 - $100,000 · Interest · $201 - $1,000 EBAY - Ebay Inc None (or less than $1,001) · None · None (or less than $201) ECL - Ecolab Inc. Common Stock $1,001 - $15,000 · None · None (or less than $201) FBIN - Fortune Brands Innovations, Inc. Common Stock None (or less than $1,001) · None · None (or less than $201) LOW - Lowe's Companies, Inc. Common Stock $1,001 - $15,000 · None · None (or less than $201) OMC - Omnicom Group Inc. Common Stock $1,001 - $15,000 · None · None (or less than $201) QSR - Restaurant Brands International Inc. Common Shares None (or less than $1,001) · None · None (or less than $201) MDLZ - Mondelez International, Inc. - Class A Common Stoc $1,001 - $15,000 · None · None (or less than $201) PG - Procter & Gamble Company $1,001 - $15,000 · None · None (or less than $201) COP - Conocophillips $1,001 - $15,000 · None · None (or less than $201) VLO - Valero Energy Corporation Common Stock None (or less than $1,001) · None · None (or less than $201) BAC - Bank of America Corporation Common Stock $1,001 - $15,000 · None · None (or less than $201) COF - Capital One Financial Corp $1,001 - $15,000 · None · None (or less than $201) JPM - JP Morgan Chase & Co. Common Stock $1,001 - $15,000 · None · None (or less than $201) TRV - The Travelers Companies, Inc. Common Stock $1,001 - $15,000 · None · None (or less than $201) ABBV - AbbVie Inc. Common Stock $1,001 - $15,000 · None · None (or less than $201) GILD - Gilead Sciences Inc None (or less than $1,001) · None · None (or less than $201) IQV - IQVIA Holdings, Inc. Common Stock $1,001 - $15,000 · None · None (or less than $201) JNJ - Johnson & Johnson $1,001 - $15,000 · None · None (or less than $201) PFE - Pfizer Inc None (or less than $1,001) · None · None (or less than $201) GD - General Dynamics Corporation Common Stock $1,001 - $15,000 · None · None (or less than $201) HON - Honeywell International Inc. Common Stock $1,001 - $15,000 · None · None (or less than $201) UNP - Union Pacific Corp $1,001 - $15,000 · None · None (or less than $201) ACN - Accenture plc Class A Ordinary Shares (Ireland) $1,001 - $15,000 · None · None (or less than $201) AAPL - Apple Inc $1,001 - $15,000 · None · None (or less than $201) CSCO - Cisco Systems Inc None (or less than $1,001) · None · None (or less than $201) FISV - Fiserv, Inc. - Common Stock $1,001 - $15,000 · None · None (or less than $201) HPQ - HP Inc. Common Stock None (or less than $1,001) · None · None (or less than $201) LRCX - Lam Research Corporation - Common Stock $1,001 - $15,000 · None · None (or less than $201) MU - Micron Technology $1,001 - $15,000 · None · None (or less than $201) DIS - Walt Disney Company (The) Common Stock None (or less than $1,001) · None · None (or less than $201) … 93 further assets are in the source document
Original filing document
2026-08-20 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Amendment Filing year 2025 Chamber house gold $1,001 - $15,000 · None Personal checking account $1,001 - $15,000 · None savings account $15,001 - $50,000 · Interest SWVXX Money Market Funds $15,001 - $50,000 · Dividends T. Rowe Price 2055 Retirement Fund (TRRNX) no value stated $1,001 - $15,000Tax-Deferred (CLSUX) $1,001 - $15,000 · Tax-Deferred Schwab S&P 500 Index Fund- Select Shares (SWPPX) $1,001 - $15,000 · Tax-Deferred
Original filing document
2026-08-20 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Amendment Filing year 2025 Chamber house 808 South High Partnership $250,001 - $500,000 Rent$15,001 - 827 JCB, LLC $500,001 - $1,000,000 · None Rent$15,001 - CFCM Investments, LLC, 35% Interest $100,001 - $250,000 · Capital Gains, Dividends, None asset $250,001 - $500,000 Interest$2,501 - Fitzhugh Holdings None · Capital Gains, Dividends, Interest None$1,000,001 - Fitzhugh Holdings None · Capital Gains, Dividends, Interest None$100,001 - Fitzhugh Holdings None · Capital Gains, Dividends, Interest None$100,001 - Fitzhugh Holdings None · Capital Gains, Dividends, Interest None$100,001 - Fitzhugh Holdings None · Capital Gains, Dividends, Interest None$100,001 - FitzMattMo Investments, LLC, 33% Interest $50,001 - $100,000 · Capital Gains, Dividends, None Good Day Farms Arkansas, LLC $250,001 - $500,000 · Capital Gains, Dividends Good Day Farms Mississippi, LLC $250,001 - $500,000 · Capital Gains, Dividends, None, None Hickman County, TN Farm, 10% Interest $100,001 - $250,000 · None HuLew Investments, LLC $500,001 - $1,000,000 Rent$15,001 - Lewis County, TN Farm, 50% Interest None · Capital Gains, None M&CE, LLC $1,000,001 - $5,000,000 Rent$50,001 - Maybe Holdings, LLC $1,000,001 - $5,000,000 Rent$50,001 - Nolenswheel, LLC $5,000,001 - $25,000,000 Rent$15,001 - Security Bank $100,001 - $250,000 Interest$201 - $1,000$201 - $1,000 Stormfly, LLC $1,000,001 - $5,000,000 · None Rent$50,001 - Amazon.com, Inc. - Common Stock (AMZN) Dividends, Interest $1,001 - $15,000Capital Gains, $201 - $1,000$201 - $1,000 Baird Money Market Account, 100% Interest Dividends, Interest $15,001 - $50,000Capital Gains, $201 - $1,000$1,001 - $2,500 Dividends, Interest $1,001 - $15,000Capital Gains, $201 - $1,000$201 - $1,000 JP Morgan Chase & Co. Common Stock (JPM) Dividends, Interest $1,001 - $15,000Capital Gains, $201 - $1,000$201 - $1,000 (META) Dividends, Interest $1,001 - $15,000Capital Gains, $201 - $1,000$201 - $1,000 Dividends, Interest $1,001 - $15,000Capital Gains, $201 - $1,000$201 - $1,000 NVIDIA Corporation - Common Stock (NVDA) Dividends, Interest $1,001 - $15,000Capital Gains, $201 - $1,000$201 - $1,000 Palo Alto Networks, Inc. (PANW) Dividends, Interest $1,001 - $15,000Capital Gains, $201 - $1,000$201 - $1,000 Dividends, Interest $1,001 - $15,000Capital Gains, $201 - $1,000$201 - $1,000 Vanguard Total Stock Market ETF (VTI) Dividends, Interest $15,001 - $50,000Capital Gains, $201 - $1,000$201 - $1,000 Walmart Inc. - Common Stock (WMT) Dividends, Interest $1,001 - $15,000Capital Gains, $201 - $1,000$201 - $1,000 Alphabet Inc. - Class C Capital Stock (GOOG) no value stated $1,001 - $15,000Tax-Deferred Amazon.com, Inc. - Common Stock (AMZN) no value stated $1,001 - $15,000Tax-Deferred Apple Inc. - Common Stock (AAPL) no value stated $1,001 - $15,000Tax-Deferred no value stated $1,001 - $15,000Tax-Deferred (BRK.B) no value stated $1,001 - $15,000Tax-Deferred Broadcom Inc. - Common Stock (AVGO) no value stated $1,001 - $15,000Tax-Deferred (COST) no value stated $1,001 - $15,000Tax-Deferred Eli Lilly and Company Common Stock (LLY) no value stated $1,001 - $15,000Tax-Deferred (GEHC) no value stated … 78 further assets are in the source document
Original filing document
2026-08-20 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Amendment Filing year 2025 Chamber house Flourish Cash Account $1,001 - $15,000 · Interest Rental Property $100,001 - $250,000 Rent$15,001 - Schwab Rollover Traditional IRA $100,001 - $250,000 · Tax-Deferred Schwab Roth Contributory IRA $15,001 - $50,000 · Tax-Deferred True Community Credit Union accounts $15,001 - $50,000 · Interest EQ Large Cap Growth Index no value stated $1,001 - $15,000Tax-Deferred AMCAP Fund 529A no value stated $1,001 - $15,000Tax-Deferred Capital World Growth and Income 529A no value stated $1,001 - $15,000Tax-Deferred AMCAP Fund 529A no value stated $1,001 - $15,000Tax-Deferred AMCAP Fund 529C no value stated $1,001 - $15,000Tax-Deferred Capital World Growth and Income 529A no value stated $1,001 - $15,000Tax-Deferred Capital World Growth and Income 529C no value stated $1,001 - $15,000Tax-Deferred (ARTYX) no value stated $1,001 - $15,000Tax-Deferred Columbia Mortgage Opportunities Fund Class I2 (CLMVX) no value stated $1,001 - $15,000Tax-Deferred Invesco NASDAQ 100 ETF (QQQM) no value stated $15,001 - $50,000Tax-Deferred iShares Bitcoin Trust ETF (IBIT) no value stated $1,001 - $15,000Tax-Deferred iShares Core S&P Mid-Cap ETF (IJH) no value stated $1,001 - $15,000Tax-Deferred iShares Currency Hedged MSCI EAFE ETF (HEFA) no value stated $1,001 - $15,000Tax-Deferred iShares Morningstar Mid-Cap Growth ETF (IMCG) no value stated $1,001 - $15,000Tax-Deferred MSIF International Opportunity Fund Class A (MIOPX) $1,001 - $15,000Tax-Deferred no value stated PIMCO CommoditiesPLUS Strategy Fund Class I-3 (PCLNX) no value stated $1,001 - $15,000Tax-Deferred PIMCO International Bond Fund (PFONX) no value stated $1,001 - $15,000Tax-Deferred PIMCO Mortgage Opportunities and Bond Fund Class I-3 (PMZNX) no value stated $1,001 - $15,000Tax-Deferred Schwab Fundamental International Equity ETF (FNDF) no value stated $1,001 - $15,000Tax-Deferred VanEck Morningstar Wide Moat ETF (MOAT) no value stated $15,001 - $50,000Tax-Deferred Vanguard ESG U.S. Stock ETF (ESGV) no value stated $15,001 - $50,000Tax-Deferred Vanguard Global ex-U.S. Real Estate ETF (VNQI) no value stated $1,001 - $15,000Tax-Deferred Vanguard Intermediate-Term Bond ETF (BIV) no value stated $1,001 - $15,000Tax-Deferred Vanguard Real Estate ETF (VNQ) no value stated $1,001 - $15,000Tax-Deferred Artisan Developing World Fund - Investor Shares (ARTYX) no value stated $1,001 - $15,000Tax-Deferred Grayscale Ethereum Staking Mini ETF Shares (ETH) no value stated $1,001 - $15,000Tax-Deferred iShares Bitcoin Trust ETF (IBIT) no value stated $1,001 - $15,000Tax-Deferred iShares Core 10 Year USD Bond ETF (ILTB) no value stated $1,001 - $15,000Tax-Deferred iShares Core S&P Mid-Cap ETF (IJH) no value stated $1,001 - $15,000Tax-Deferred iShares Morningstar Mid-Cap Growth ETF (IMCG) no value stated $1,001 - $15,000Tax-Deferred The Growth Fund of America Class A Shares (AGTHX) no value stated NoneCapital Gains$201 - $1,000 The Growth Fund of America Class C Shares (GFACX) $2,500 NoneCapital Gains$1,001 - VanEck Morningstar Wide Moat ETF (MOAT) no value stated $1,001 - $15,000Tax-Deferred Vanguard ESG U.S. Stock ETF (ESGV) no value stated $1,001 - $15,000Tax-Deferred Vanguard Intermediate-Term Bond ETF (BIV) no value stated
Original filing document
2026-08-20 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Other Filing year 2026 Chamber house 808 South High Partnership $250,001 - $500,000 Rent$5,001 - 827 JCB, LLC $500,001 - $1,000,000 Rent$5,001 - CFCM Investments, LLC, 35% Interest $100,001 - $250,000 · Capital Gains, Dividends asset $250,001 - $500,000 Interest$1,001 - FitzMattMo Investments, LLC, 33% Interest $50,001 - $100,000 · Capital Gains, Dividends Good Day Farms Arkansas, LLC $250,001 - $500,000 · Capital Gains, Dividends Good Day Farms Mississippi, LLC $250,001 - $500,000 · Capital Gains, Dividends, None, None Hickman County, TN Farm, 10% Interest $100,001 - $250,000 · None HuLew Investments, LLC $500,001 - $1,000,000 Rent$5,001 - Lewis County, TN Farm, 50% Interest None · Capital Gains, None M&CE, LLC $1,000,001 - $5,000,000 Rent$15,001 - Maybe Holdings, LLC $1,000,001 - $5,000,000 Rent$15,001 - Nolenswheel, LLC $5,000,001 - $25,000,000 Rent$5,001 - Security Bank $100,001 - $250,000 Interest$1 - $200$201 - $1,000 Stormfly, LLC $1,000,001 - $5,000,000 Rent$15,001 - Amazon.com, Inc. - Common Stock (AMZN) Dividends, Interest $1,001 - $15,000Capital Gains, $1 - $200$201 - $1,000 Baird Money Market Account, 100% Interest Dividends, Interest $15,001 - $50,000Capital Gains, $1 - $200$201 - $1,000 Dividends, Interest $1,001 - $15,000Capital Gains, $1 - $200$201 - $1,000 JP Morgan Chase & Co. Common Stock (JPM) Dividends, Interest $1,001 - $15,000Capital Gains, $1 - $200$201 - $1,000 (META) Dividends, Interest $1,001 - $15,000Capital Gains, $1 - $200$201 - $1,000 Microsoft Corporation - Common Stock (MSFT) Dividends, Interest $1,001 - $15,000Capital Gains, $1 - $200$201 - $1,000 NVIDIA Corporation - Common Stock (NVDA) Dividends, Interest $1,001 - $15,000Capital Gains, $1 - $200$201 - $1,000 Palo Alto Networks, Inc. (PANW) Dividends, Interest $1,001 - $15,000Capital Gains, $1 - $200$201 - $1,000 Dividends, Interest $1,001 - $15,000Capital Gains, $1 - $200$201 - $1,000 Vanguard Total Stock Market ETF (VTI) Dividends, Interest $15,001 - $50,000Capital Gains, $1 - $200$201 - $1,000 Walmart Inc. - Common Stock (WMT) Dividends, Interest $1,001 - $15,000Capital Gains, $1 - $200$201 - $1,000 Alphabet Inc. - Class C Capital Stock (GOOG) no value stated $1,001 - $15,000Tax-Deferred Amazon.com, Inc. - Common Stock (AMZN) no value stated $1,001 - $15,000Tax-Deferred Apple Inc. - Common Stock (AAPL) no value stated $1,001 - $15,000Tax-Deferred no value stated $1,001 - $15,000Tax-Deferred (BRK.B) no value stated $1,001 - $15,000Tax-Deferred Broadcom Inc. - Common Stock (AVGO) no value stated $1,001 - $15,000Tax-Deferred (COST) no value stated $1,001 - $15,000Tax-Deferred Eli Lilly and Company Common Stock (LLY) no value stated $1,001 - $15,000Tax-Deferred (GEHC) no value stated $1,001 - $15,000Tax-Deferred Home Depot, Inc. (HD) no value stated $1,001 - $15,000Tax-Deferred Intuitive Surgical, Inc. - Common Stock (ISRG) no value stated $1,001 - $15,000Tax-Deferred no value stated $1,001 - $15,000Tax-Deferred JP Morgan Chase & Co. Common Stock (JPM) no value stated $1,001 - $15,000Tax-Deferred (META) no value stated … 73 further assets are in the source document
Original filing document
2026-08-19 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Amendment Filing year 2025 Chamber house Current Year to Gevity, Inc $1,000,001 - $5,000,000 · None Klein Tools Inc $5,000,001 - $25,000,000 Dividends$100,001 - Kumanu, Inc. $500,001 - $1,000,000 · None NFL Annuity, 100% Interest $1,000,001 - $5,000,000 · None NFL pension $1,000,001 - $5,000,000 · None Piedmont office realty trust $50,001 - $201 · Dividends Current Year to $100,000$1,000$1,000 Ridgewood energy Q fund LLC $50,001 - $100,000 Partnership Thomas Feely- Wells Fargo account $1,000,001 - $5,000,000 Dividends$1,001 - Accordia Life IUL $500,001 - $1,000,000 · None ARIZONA METALS CORP (AZMCF) no value stated $15,001 - $50,000None HIGHLAND COPPER CO INC (HDRSF) no value stated $1 - $1,000None Rental Property #2 $1,000,001 - $5,000,000 Rent$50,001 - Rental Property #3 $500,001 - $1,000,000 Rent$15,001 - Rental Property #1 $500,001 - $1,000,000 Rent$15,001 - Rental Property #4 $500,001 - $1,000,000 Rent$15,001 - Bitcoin: 1.01 Coin $100,001 - $250,000 · None Dogecoin: 61,638.88 Coins no value stated $15,001 - $50,000None Current Year to Ethereum: 12.7 Coins $15,001 - $50,000 · None XRP (XRP Ledger): 7360.45 Coins no value stated $15,001 - $50,000None JPMorgan 529 Age-Based 17 Portfolio - A no value stated $15,001 - $50,000Tax-Deferred JPMorgan 529 Age-Based 17 Portfolio - C no value stated $15,001 - $50,000Tax-Deferred Airbnb, Inc. - Class A Common Stock (ABNB) no value stated $15,001 - $50,000None Amazon.com, Inc. - Common Stock (AMZN) $100,001 - $250,000 · None Apple Inc. - Common Stock (AAPL) $50,001 - $100,000 Dividends$201 - FISKER INC A (FSRN) no value stated $1 - $1,000None Uber Technologies, Inc. Common Stock (UBER) $50,001 - $100,000 · None Alphabet Inc. - Class C Capital Stock (GOOG) $100,001 - $250,000 Dividends$201 - Ascent Solar Technologies, Inc - Common Stock (ASTI) no value stated $1 - $1,000None Cash, 100% Interest no value stated $15,001 - $50,000None Chipotle Mexican Grill, Inc. Common Stock (CMG) no value stated $15,001 - $50,000None Current Year to Denison Mines Corp Ordinary Shares (DNN) $1,001 - $15,000 · None Dutch Bros Inc. Class A Common Stock (BROS) $50,001 - $100,000 · None Iterum Therapeutics plc - Ordinary Share (ITRM) no value stated $1 - $1,000None NVIDIA Corporation - Common Stock (NVDA) $100,001 - $250,000 Dividends$1 - $200$1 - $200 O'Reilly Automotive, Inc. - Common Stock (ORLY) no value stated $1,001 - $15,000None ON Semiconductor Corporation - Common Stock (ON) no value stated $1,001 - $15,000None Pacific Gas & Electric Co. Common Stock (PCG) no value stated $1,001 - $15,000Dividends$1 - $200$1 - $200 Palantir Technologies Inc. (PLTR) no value stated $15,001 - $50,000None (PLTR) $500,001 - $1,000,000 · None Pinterest, Inc. Class A Common Stock (PINS) $50,001 - $100,000 · None … 30 further assets are in the source document
Original filing document
2026-08-19 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Other Filing year 2026 Chamber house Artwork $15,001 - $50,000 · None Book Collection $15,001 - $50,000 · None Etherum $1,001 - $15,000 · None JPMC Pension $15,001 - $50,000 · None T. Rowe Price Retirement 2025 Fund (TRRHX) $15,001 - $50,000 · Tax-Deferred Abbott Laboratories Common Stock (ABT) None · Capital Gains, Dividends AECOM Common Stock (ACM) None · Capital Gains, Dividends, None, None Albemarle Corporation Common Stock (ALB) None · Capital Gains, Dividends, None, None Alphabet Inc. - Class A Common Stock (GOOGL) $50,001 - $1 · Dividends Alphabet Inc. - Class C Capital Stock (GOOG) Dividends $15,001 - $50,000Capital Gains, $1 - $200$1 - $200 Amazon.com, Inc. - Common Stock (AMZN) $100,001 - $250,000 Capital GainsNone$5,001 - Amgen Inc. - Common Stock (AMGN) None · Capital Gains, Dividends None$1,001 - Applied Materials, Inc. - Common Stock (AMAT) None · Capital Gains, Dividends $201 - $1,000$1 - $200 Berkshire Hathaway Inc. New Common Stock (BRK.B) Dividends, None, None $15,001 - $50,000Capital Gains, Broadcom Inc. - Common Stock (AVGO) $100,001 - $250,000 · Capital Gains, Dividends CDW Corporation - Common Stock (CDW) None · Capital Gains, Dividends Chevron Corporation Common Stock (CVX) None · Capital Gains, Dividends None$201 - $1,000 Chipotle Mexican Grill, Inc. Common Stock (CMG) no value stated $15,001 - $50,000None Coca-Cola Company (KO) None · Capital Gains, Dividends None$201 - $1,000 Constellation Energy Corporation - Common Stock When-Issued (CEG) None · Capital Gains, Dividends None$50,001 - Elevance Health, Inc. Common Stock (ELV) None · Capital Gains, Dividends, None, None Eli Lilly and Company Common Stock (LLY) Dividends $15,001 - $50,000Capital Gains, $201 - $1,000$201 - $1,000 General Dynamics Corporation Common Stock (GD) no value stated $15,001 - $50,000Dividends$201 - $1,000$201 - $1,000 Illinois Tool Works Inc. Common Stock (ITW) None · Capital Gains, Dividends None$201 - $1,000 Ingredion Incorporated Common Stock (INGR) None · Capital Gains, Dividends Intel Corporation - Common Stock (INTC) None · Capital Gains, Dividends $1 - $200None Johnson Controls International plc Ordinary Share (JCI) None · Capital Gains, Dividends JP Morgan Money Market $250,001 - $500,000 Dividends$5,001 - Lockheed Martin Corporation Common Stock (LMT) None · Capital Gains, Dividends $201 - $1,000$1,001 - Marsh & McLennan Companies, Inc. Common Stock (MMC) $15,000 · None NoneCapital Gains$5,001 - McDonald's Corporation Common Stock (MCD) None · Capital Gains, Dividends, None, None McKesson Corporation Common Stock (MCK) None · Capital Gains, Dividends Microsoft Corporation - Common Stock (MSFT) $50,001 - $100,000 Dividends$201 - $1,000$201 - $1,000 Netflix, Inc. - Common Stock (NFLX) Dividends $15,001 - $50,000Capital Gains, Novo Nordisk A/S Common Stock (NVO) None · Capital Gains, Dividends NVIDIA Corporation - Common Stock (NVDA) $50,001 - $15,001 · Capital Gains, None $100,000Dividends$50,000 Pepsico, Inc. (PEP) None · Capital Gains, Dividends None$2,501 - Pfizer, Inc. Common Stock (PFE) None · Capital Gains, Dividends, None, None Progressive Corporation (PGR) None · Capital Gains, Dividends T-Mobile US, Inc. (TMUS) None · Capital Gains, Dividends, None … 36 further assets are in the source document
Original filing document
2026-08-19 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Other Filing year 2026 Chamber house Current Year to Gevity, Inc $1,000,001 - $5,000,000 · None Klein Tools Inc $5,000,001 - $25,000,000 Dividends$100,001 - NFL Annuity, 100% Interest $1,000,001 - $5,000,000 · None NFL pension $1,000,001 - $5,000,000 · None Piedmont office realty trust $50,001 - $100,000 Dividends$201 - Ridgewood energy Q fund LLC $50,001 - $100,000 Partnership Current Year to Thomas Feely- Wells Fargo account $500,001 - $1,000,000 Dividends$1,001 - Accordia Life IUL $500,001 - $1,000,000 · None ARIZONA METALS CORP (AZMCF) no value stated $15,001 - $50,000None Dutch Bros Inc. Class A Common Stock (BROS) $50,001 - $100,000 · None HIGHLAND COPPER CO INC (HDRSF) no value stated $1 - $1,000None HIGHLAND COPPER CO INC (HDRSF) no value stated $1,001 - $15,000None LINEAR MINERALS CORP (LINMF) no value stated $1,001 - $15,000None MEDARO MINING CORP (MEDAF) no value stated $1 - $1,000None SCOTCH CREEK VENTURES INC (SCVFF) no value stated $1 - $1,000None Rental Property #2 $1,000,001 - $5,000,000 Rent$50,001 - Rental Property #3 $500,001 - $1,000,000 Rent$15,001 - Rental Property #1 $500,001 - $1,000,000 Rent$15,001 - Rental Property #4 $500,001 - $1,000,000 Rent$15,001 - Bitcoin: 1.01 Coin $50,001 - $100,000 · None Dogecoin: 61,638.88 Coins no value stated $1,001 - $15,000None Ethereum: 12.7 Coins no value stated $15,001 - $50,000None XRP (XRP Ledger): 7360.45 Coins no value stated $1,001 - $15,000None JPMorgan 529 Age-Based 17 Portfolio - A no value stated $15,001 - $50,000Tax-Deferred JPMorgan 529 Age-Based 17 Portfolio - C no value stated $15,001 - $50,000Tax-Deferred Airbnb, Inc. - Class A Common Stock (ABNB) no value stated $15,001 - $50,000None Amazon.com, Inc. - Common Stock (AMZN) $100,001 - $250,000 · None Apple Inc. - Common Stock (AAPL) $100,001 - $250,000 Dividends$201 - FISKER INC A (FSRN) no value stated $1 - $1,000None Uber Technologies, Inc. Common Stock (UBER) $50,001 - $100,000 · None Alphabet Inc. - Class C Capital Stock (GOOG) $250,001 - $500,000 Dividends$201 - Current Year to Ascent Solar Technologies, Inc - Common Stock (ASTI) $1 - $1,000 · None Baron Partners Fund Inst Shs (BPTIX) $50,001 - $100,000 · None Cash, 100% Interest no value stated $15,001 - $50,000None Chipotle Mexican Grill, Inc. Common Stock (CMG) no value stated $15,001 - $50,000None Denison Mines Corp Ordinary Shares (DNN) no value stated $1,001 - $15,000None Dutch Bros Inc. Class A Common Stock (BROS) $50,001 - $100,000 · None Iterum Therapeutics plc - Ordinary Share (ITRM) no value stated $1 - $1,000None Netflix, Inc. - Common Stock (NFLX) $50,001 - $100,000 · None NVIDIA Corporation - Common Stock (NVDA) $100,001 - $250,000 … 38 further assets are in the source document
Original filing document
2026-08-18 · Congressional trades · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
2026-08-13 · buy Apple Inc. - Common Stock — $1,001 - $15,000
Original filing document
2026-08-18 · Congressional trades · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
2026-07-08 · buy Toast, Inc. Class A Common Stock — $1,001 - $15,000 2026-07-22 · sell Stryker Corporation Common Stock — $1,001 - $15,000 2026-07-07 · buy ESAB Corporation Common Stock — $1,001 - $15,000 2026-07-07 · buy EQT Corporation Common Stock — $1,001 - $15,000 2026-07-08 · buy Amazon.com, Inc. - Common Stock — $1,001 - $15,000 2026-07-22 · sell Alphabet Inc. - Class A Common Stock — $1,001 - $15,000
Original filing document
2026-08-18 · Congressional trades · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
2026-07-14 · buy Broadcom Inc. - Common Stock — $1,001 - $15,000 2026-07-14 · buy Advanced Micro Devices, Inc. — $1,001 - $15,000 2026-07-14 · sell Abbott Laboratories Common Stock — $15,001 - $50,000
Original filing document
2026-08-18 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Amendment Filing year 2025 Chamber house City Park Interior, LLC, 100% Interest $100,001 - $250,000 Business Income$100,001 - Fifth Third Bank Account $1,001 - $15,000 · None Huntington National Bank $1,001 - $15,000 · None Merrill Lynch SEP Account None · Capital Gains, Dividends New York Life Securities $250,001 - $500,000 · Capital Gains, Dividends Rea Wealth Management $50,001 - $100,000 · None Vanguard Institutional Target Retirement 2035 $250,001 - $500,000 · None Conrad 529 $1,001 - $15,000 · Tax-Deferred iShares Core S&P Total U.S. Stock Market ETF (ITOT) $1,001 - $15,000 · None State Street SPDR MSCI ACWI ex-US ETF (CWI) $1,001 - $15,000 · None Vanguard Total Bond Market ETF (BND) $1 - $1,000 · None iShares Core S&P Total U.S. Stock Market ETF (ITOT) $1,001 - $15,000 · Dividends State Street SPDR MSCI ACWI ex-US ETF (CWI) $1,001 - $15,000 · Dividends Vanguard Total Bond Market ETF (BND) $1,001 - $15,000 · Dividends Allspring Core Plus Bond Fund Class Institutional (WIPIX) $1,001 - $15,000 · None BlackRock Strategic Income Opportunities Portfolio - Institutional (BSIIX) None · Capital Gains Cash $1 - $1,000 · None Columbia Dividend Income Fund Class I (GSFTX) $1,001 - $15,000 · None Columbia Research Enhanced Core ETF (RECS) $1,001 - $15,000 · None Eaton Vance Short Duration Strategic Income Fund -Class I (ESIIX) $1,001 - $15,000 · None Fidelity Advisor Growth Opportunities Fund Class I $1,001 - $15,000 · None Fidelity Advisor Investment Grade Bond Fund: Class I (FGBPX) $1,001 - $15,000 · None FullerThaler Behavioral Small-Cap Growth Fund Institutional Shares (FTXSX) $1,001 - $15,000 · None Goldman Sachs GQG Partners International Opportunities Fund Institutional Shares (GSIMX) $1,001 - $15,000 · None iShares Core S&P Total U.S. Stock Market ETF (ITOT) $1,001 - $15,000 · None iShares Currency Hedged MSCI EAFE ETF (HEFA) None · Capital Gains iShares Russell 1000 Growth ETF (IWF) $1,001 - $15,000 · None iShares S&P 500 Index Fund - Institutional (BSPIX) None · Capital Gains JPMorgan Equity Premium Income ETF (JEPI) $1,001 - $15,000 · None NYLI FTSE International Equity Currency Neutral ETF (HFXI) $1,001 - $15,000 · None Pacer US Cash Cows 100 ETF (COWZ) $1,001 - $15,000 · Capital Gains PGIM Absolute Return Bond Fund Class Z (PADZX) $1,001 - $15,000 · None Putnam Focused Large Cap Value ETF (PVAL) $1,001 - $15,000 · None Vanguard Small-Cap Value ETF (VBR) $1,001 - $15,000 · None Allspring Core Plus Bond Fund Inst Class (WIPIX) $1,001 - $15,000 · None BlackRock Strategic Income Opportunities Portfolio - Institutional (BSIIX) None · Capital Gains Columbia Dividend Income Fund Class I (GSFTX) $15,001 - $50,000 · None Columbia Research Enhanced Core ETF (RECS) $1,001 - $15,000 · None Eaton Vance Short Duration Strategic Income Fund -Class I (ESIIX) $15,001 - $50,000 · None Fidelity Advisor Growth Opportunities Fund: Class I (FAGCX) $15,001 - $50,000 · Capital Gains … 33 further assets are in the source document
Original filing document
2026-08-17 · Congressional trades · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
A later amendment restates 5 of the 6 transactions in this filing. The Senate's amendments do not declare which report they replace, so the amending filing cannot be linked here — read this filer's later filings for the corrected version.
2026-07-02 · buy SPYM - Tradr 2X Long SPY Monthly ETF — $1,001 - $15,000 2026-07-02 · buy Chevron Corporation Common Stock — $1,001 - $15,000 2026-07-02 · buy Estee Lauder Companies, Inc. (The) Common Stock — $1,001 - $15,000 2026-07-23 · buy Tradr 2X Long SPY Monthly ETF — $1,001 - $15,000 2026-07-30 · buy PayPal Holdings, Inc. - Common Stock — $1,001 - $15,000 2026-07-09 · buy Aptiv PLC Ordinary Shares — $1,001 - $15,000
Original filing document
2026-08-17 · Congressional trades · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
This filing is an amendment. It restates an earlier report by the same filer, which may still appear separately.
2026-07-02 · buy Tradr 2X Long SPY Monthly ETF — $1,001 - $15,000 2026-07-02 · buy Chevron Corporation Common Stock — $1,001 - $15,000 2026-07-02 · buy Estee Lauder Companies, Inc. (The) Common Stock — $1,001 - $15,000 2026-07-23 · buy Tradr 2X Long SPY Monthly ETF — $1,001 - $15,000 2026-07-30 · buy PayPal Holdings, Inc. - Common Stock — $1,001 - $15,000 2026-07-09 · buy Aptiv PLC Ordinary Shares — $1,001 - $15,000
Original filing document
2026-08-17 · Congressional trades · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
2026-07-02 · sell The Travelers Companies, Inc. Common Stock — $1,001 - $15,000 2026-07-09 · sell Home Depot, Inc. (The) Common Stock — $1,001 - $15,000 2026-07-23 · sell JP Morgan Chase & Co. Common Stock — $1,001 - $15,000 2026-07-31 · sell Cboe Global Markets, Inc. Common Stock — $1,001 - $15,000
Original filing document
2026-08-17 · Congressional trades · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
2026-08-06 · buy U.S. Tres Bill Int. Rate 0.00% Mat 8/5/2027 — $100,001 - $250,000 2026-08-05 · buy JPMorgan Chase BK N A INSTL CTF DEP ACT/365 4.200% MAT 8/11/2027 — $100,001 - $250,000
Original filing document
2026-08-17 · Congressional trades · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
2026-07-27 · buy U.S. Treasury Bill — $50,001 - $100,000 2026-07-23 · sell U.S. Treasury Bill — $50,001 - $100,000 2026-07-28 · buy Smash Capital Fund II LP — $50,001 - $100,000 2026-07-30 · buy Pittsburgh, CA Successor Agency — $50,001 - $100,000 2026-07-01 · buy Los Angeles Cnty CA TRANs — $100,001 - $250,000 2026-07-24 · sell Los Angeles CA IMPTSch — $500,001 - $1,000,000 2026-07-24 · sell Los Angeles CA IMPT SCH — $50,001 - $100,000 2026-07-24 · sell Los Angeles CA GO UTX — $500,001 - $1,000,000 2026-07-22 · buy Valo Ventures GP II, LP — $15,001 - $50,000 2026-07-28 · sell U.S. Treasury Bill — $50,001 - $100,000 2026-07-28 · sell U.S. Treasury Bill — $15,001 - $50,000 2026-07-22 · sell Charlotte-Meckle HLTH — $250,001 - $500,000
Original filing document
2026-08-17 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Other Filing year 2026 Chamber house gold $1,001 - $15,000 · None Personal checking account $1,001 - $15,000 · None savings account $15,001 - $50,000 · Interest T. Rowe Price 2055 Retirement Fund (TRRNX) no value stated $1,001 - $15,000Tax-Deferred SWVXX Money Market Funds $1,000 $15,001 - $50,000Dividends$201 - $1,000$201 - ClearBridge Sustainability Leaders Fund Class A (CLSUX) $1,001 - $15,000 · Tax-Deferred Northern U.S. Quality ESG Fund (NUESX) $1,001 - $15,000 · Tax-Deferred Schwab S&P 500 Index Fund- Select Shares (SWPPX) $1,001 - $15,000 · Tax-Deferred State Street SPDR Portfolio Long Term Treasury ETF (SPTL) $1,001 - $15,000 · Tax-Deferred T. Rowe Price Overseas Stock Fund - I Class (TROIX) $1,001 - $15,000 · Tax-Deferred Xtrackers MSCI EAFE Selection Equity ETF (EASG) $1,001 - $15,000 · Tax-Deferred Xtrackers MSCI USA Selection Equity ETF (USSG) $1,001 - $15,000 · Tax-Deferred
Original filing document
2026-08-17 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Other Filing year 2026 Chamber house
Original filing document
2026-08-15 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Other Filing year 2026 Chamber house Current Year to Filing High Yield Savings Acct $15,001 - $50,000 · Interest Inherited IRA $1,000,001 - $5,000,000 · None Life Insurance $15,001 - $50,000 · Dividends Retirement 403(b)(7) $100,001 - $250,000 · None
Original filing document
2026-08-14 · Congressional trades · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
2026-07-02 · buy Virginia Beach VA GO Public Improvement Bonds Rate/Coupon: 5.0% Matures: 2031-02-01 — $100,001 - $250,000 2026-07-02 · buy Alexandria VA GO Capital Improvement Bonds Rate/Coupon: 5.0% Matures: 2031-12-15 — $50,001 - $100,000 2026-07-07 · buy Manassas VA GO Public Improvement Refunding Bonds Rate/Coupon: 4.0% Matures: 2032-01-01 — $50,001 - $100,000
Original filing document
2026-08-14 · Congressional trades · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
2026-07-30 · sell Cisco Systems, Inc. - Common Stock — $1,001 - $15,000 2026-07-30 · sell BlackRock, Inc. Common Stock — $1,001 - $15,000 2026-07-30 · buy Berkshire Hathaway Inc. New Common Stock — $1,001 - $15,000 2026-07-30 · sell Automatic Data Processing, Inc. - Common Stock — $1,001 - $15,000 2026-07-30 · sell Apple Inc. - Common Stock — $1,001 - $15,000 2026-07-30 · sell Analog Devices, Inc. - Common Stock — $1,001 - $15,000 2026-07-30 · sell American Water Works Company, Inc. Common Stock — $1,001 - $15,000 2026-07-30 · sell Walmart Inc. - Common Stock — $1,001 - $15,000 2026-07-30 · sell Visa Inc. — $1,001 - $15,000 2026-07-30 · sell UnitedHealth Group Incorporated Common Stock — $1,001 - $15,000 2026-07-30 · sell Realty Income Corporation Common Stock — $1,001 - $15,000 2026-07-30 · sell Procter & Gamble Company — $1,001 - $15,000 2026-07-30 · sell Pepsico, Inc. — $1,001 - $15,000 2026-07-30 · sell NextEra Energy, Inc. Common Stock — $1,001 - $15,000 2026-07-30 · sell Air Products and Chemicals, Inc. Common Stock — $1,001 - $15,000 2026-07-30 · sell Microsoft Corporation - Common Stock — $1,001 - $15,000 2026-07-30 · sell Medtronic plc. Ordinary Shares — $1,001 - $15,000 2026-07-30 · sell McDonald's Corporation Common Stock — $1,001 - $15,000 2026-07-30 · sell L3Harris Technologies, Inc. Common Stock — $1,001 - $15,000 2026-07-30 · sell Johnson & Johnson Common Stock — $1,001 - $15,000 2026-07-30 · sell Intercontinental Exchange Inc. Common Stock — $1,001 - $15,000 2026-07-30 · sell Illinois Tool Works Inc. Common Stock — $1,001 - $15,000 2026-07-30 · sell Home Depot, Inc. — $1,001 - $15,000 2026-07-30 · sell Emerson Electric Company Common Stock — $1,001 - $15,000 2026-07-30 · sell Costco Wholesale Corporation - Common Stock — $1,001 - $15,000 2026-07-30 · sell Abbott Laboratories Common Stock — $1,001 - $15,000
Original filing document
2026-08-14 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Annual Filing year 2025 Chamber house Bank of America - Savings - Child 1 $15,001 - $50,000 · None Bank of America - Savings - Child 2 $15,001 - $50,000 · None Bryant Brothers, LLC $1,001 - $15,000 · None Northwestern Mutual Adjustable CompLife/Annuity $15,001 - $50,000 · Dividends SC Federal Credit Union - Checking $50,001 - $100,000 · None SEP IRA - Northwestern Mutual $50,001 - $100,000 Dividends$201 - $1,000 Thrift Savings Plan $15,001 - $50,000 · Dividends Age-Based Option Class A - Child 1 $15,001 - $50,000 · None Age-Based Option Class A - Child 2 $15,001 - $50,000 · None
Original filing document
2026-08-14 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Annual Filing year 2025 Chamber house Bank of America $1,001 - $15,000 · None Greenberg Research Inc: Strategic Consulting, 100% Interest $1,000,001 - $5,000,000 · None Mass Mutual Whole Life Insurance Policy $100,001 - $250,000 · None Nationwide $209,630.10 · Interest, None American Funds 2010 Target Date Retirement Fd Cl R-6 (RFTTX) $15,001 - $50,000 · Tax-Deferred
Original filing document
2026-08-14 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Other Filing year 2026 Chamber house Current Year to Filing Social Security Disability (SSDI) $1,001 - $15,000
Original filing document
2026-08-14 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Annual Filing year 2025 Chamber house 1200 Harbor Dr, LP $500,001 - $1,000,000 · None 1800 Carillon Blvd, LP $1,000,001 - $5,000,000 Rent$100,001 - 212 Main St LP $1,000,001 - $5,000,000 Rent$100,001 - 25 D St SE LP $1,000,001 - $5,000,000 · Rent, None 2585 Business Park LP None · None 447 New Jersey Ave SE Washington DC $1,000,001 - $5,000,000 Rent$50,001 - Congressional Federal credit Union Account $250,001 - $500,000 Interest$5,001 - $15,000 DEI Investments, LLC None · None DEI, LLC $100,001 - $250,000 Partnership Greene Properties, Inc,, 100% Interest $100,001 - $250,000 · None Interest Rate Cap Transaction UBS None · Capital Gains Ocean Collection LP $5,000,001 - $25,000,000 Capital Gains, Rent$1,000,001 - Tahoe Beach LP $1,000,001 - $5,000,000 · None asset $25,000,001 - $50,000,000 Interest$100,001 - $5,000,001 - $25,000,000 Interest$100,001 - $5,000,001 - $25,000,000 Interest$50,001 - B of A Finance LLC L/O TC-YN RTY 06/10/26 None · Capital Gains, Interest asset $5,000,001 - $25,000,000 Interest$100,001 - BNP Paribas T-IDN C01 10/30/26 $5,000,001 - $25,000,000 · None BNP Paribas T-IDN C01 12/29/26 $1,000,001 - $5,000,000 · None BNP Paribas T-IDN C01 9/30/26 $5,000,001 - $25,000,000 · None BNP Paribas T-IDN CO1 5/30/25 $5,000,000 NoneCapital Gains$1,000,001 - BNP Paribas T-IDN CO1 6/30/25 $1,000,000 NoneCapital Gains$100,001 - 01/15/27 $5,000,001 - $25,000,000 Interest$100,001 - GS Finance Corp t-IDN CO1 04/17/25 $1,000,000 NoneCapital Gains$100,001 - HSBC USA Inc L/O TC-YN NDX RTY 2/16/27 $5,000,001 - $25,000,000 Interest$100,001 - Insured Sweep Program $500,001 - $1,000,000 Interest$2,501 - $5,000 JP Morgan Chase Financial T-IDN C01 12/29/26 $1,000,001 - $5,000,000 · None JP Morgan Chase Financial T-IDN C01 9/30/26 $25,000,001 - $50,000,000 · None JP Morgan Chase Financial T-IDN CO1 10/31/25 $5,000,000 NoneCapital Gains$1,000,001 - JP Morgan Chase Financial T-IDN CO1 3/31/25 $5,000,000 NoneCapital Gains$1,000,001 - JP Morgan Chase Financial T-IDN CO1 5/30/25 $1,000,000 NoneCapital Gains$100,001 - JP Morgan Chase Financial T-IDN CO1 6/30/25 $1,000,000 NoneCapital Gains$100,001 - JP Morgan Chase Financial T-IDN CO1 7/31/25 $1,000,000 NoneCapital Gains$100,001 - JP Morgan Chase Financial T-IDN CO1 9/30/25 $5,000,000 NoneCapital Gains$1,000,001 - JP Morgan Chase Financial T-IDN XLE 3/21/25 $1,000,000 NoneCapital Gains$100,001 - Proshares Ultrapro QQQ $1,000,000 Over $50,000,000Dividends$100,001 - UBS Bank USA Core Savings $1,000,001 - $5,000,000 Interest$50,001 - Federated Hermes Government Obligations Fund AVR Shares (GOVXX) $500,001 - $1,000,000 Dividends$1,001 - $2,500 Invesco QQQ Trust, Series 1 (QQQ) $5,000,001 - $25,000,000 … 14 further assets are in the source document
Original filing document
2026-08-14 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Other Filing year 2026 Chamber house fifth Third Private Bank Checking 7918 $1,001 - $15,000 · Interest XXXXXX0760 $15,001 - $50,000 · Interest Health Savings Account, 100% Interest $1,001 - $15,000 Jorie Health Care $250,001 - $500,000 · None 9 Pack Software LLC, 100% Interest $1 - $1,000 · None Fifth Third Private Bank checking 8970 $1,001 - $15,000 · None Get On The Wagon 4438 $1,001 - $15,000 · None MAHBAGEA, 100% Interest $50,001 - $100,000 Rent$201 - $1,000$5,001 - $15,000 Tomu Fly LLC, 100% Interest $100,001 - $250,000 · None Tomu Fly LLC Business Checking $1 - $1,000 · Interest Vero Beach Property $5,000,001 - $25,000,000 Rent$50,001 - Capital Gains, Dividends, Interest Morgan Stanley Common Stock (MS) no value stated Interest$15,001 - $50,000None Morgan Stanley Common Stock (MS) Tax-Deferred Morgan Stanley Common Stock (MS) Dividends, Interest, None, None Morgan Stanley Common Stock (MS) no value stated Dividends, Interest$15,001 - $50,000None Morgan Stanley Common Stock (MS) no value stated Dividends$15,001 - $50,000None BExponential, 100% Interest no value stated $15,001 - $50,000None Interest $250,001 - $500,000 Rent$1 - $200$1 - $200 Hauler Hero $500,001 - $1,000,000 · None Melbourne Beach $1,000,001 - $5,000,000 Rent$50,001 - Sunny Acres, 100% Interest $1,000,001 - $5,000,000 Rent$5,001 - $15,000$15,001 - $50,000 Capital Gains, Dividends, Interest Morgan Stanley Common Stock (MS) no value stated Dividends, Interest$50,001 - Morgan Stanley Common Stock (MS) no value stated Dividends, Interest$1,001 - $2,500$5,001 - $15,000 Morgan Stanley Common Stock (MS) no value stated Dividends$15,001 - $50,000$100,001 - Morgan Stanley Common Stock (MS) no value stated Dividends, Interest$15,001 - $50,000$5,001 - $15,000 Morgan Stanley Common Stock (MS) no value stated $15,001 - $50,000Dividends, Interest$1 - $200$15,001 - $50,000 Morgan Stanley Common Stock (MS) Tax-Deferred
Original filing document
2026-08-14 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Amendment status is not available for House filings. A filing listed here may since have been amended.
Report type Other Filing year 2026 Chamber house Current Year to Central Bank #1 $1,001 - $15,000 · Interest Central Bank Account #2 $1,001 - $15,000 · Interest Central Bank Savings #3 $1,001 - $15,000 · Interest Navy Federal Credit Union Savings Account $1 - $1,000 · Dividends New York Life Insurance Whole Life Policy $100,001 - $250,000 Dividends$2,501 - Pioneer Bank Checking Account #1 $1,001 - $15,000 · None Pioneer Bank Checking Account #2 $15,001 - $50,000 · Interest Security National Bank Checking Account $1 - $1,000 · None US Bank Checking Account $1 - $1,000 · None Current Year to US Bank Savings Account $1,001 - $15,000 · Interest Wells Fargo Checking $1,001 - $15,000 · None Wells Fargo Checking Account #2 $1,001 - $15,000 · None Alphabet Inc. - Class A Common Stock (GOOGL) no value stated $1,001 - $15,000Tax-Deferred Amazon.com, Inc. - Common Stock (AMZN) no value stated $1,001 - $15,000Tax-Deferred Amphenol Corporation Common Stock (APH) no value stated $1,001 - $15,000Tax-Deferred Apple Inc. - Common Stock (AAPL) no value stated $1,001 - $15,000Tax-Deferred Arista Networks, Inc. Common Stock (ANET) no value stated $1,001 - $15,000Tax-Deferred Baird Money Market/Bank Deposit no value stated $1,001 - $15,000Tax-Deferred Baird Money Market/Bank Deposit $1 - $1,000 · Tax-Deferred Boeing Company (BA) no value stated $1,001 - $15,000Tax-Deferred BridgeBio Pharma, Inc. - Common Stock (BBIO) no value stated $1,001 - $15,000Tax-Deferred Broadcom Inc. - Common Stock (AVGO) no value stated $1,001 - $15,000Tax-Deferred Capital One Financial Corporation Common Stock (COF) no value stated $1,001 - $15,000Tax-Deferred Cheniere Energy, Inc. Common Stock (LNG) no value stated $1,001 - $15,000Tax-Deferred Current Year to Costco Wholesale Corporation - Common Stock (COST) no value stated $1,001 - $15,000Tax-Deferred Deere & Company Common Stock (DE) no value stated $1,001 - $15,000Tax-Deferred Dillard's, Inc. Common Stock (DDS) no value stated $1,001 - $15,000Tax-Deferred Dover Corporation Common Stock (DOV) no value stated $1,001 - $15,000Tax-Deferred Eli Lilly and Company Common Stock (LLY) no value stated $1,001 - $15,000Tax-Deferred Fidelity Advisor Growth Opportunities Fd Cl Z (FZAHX) $1,001 - $15,000 · Tax-Deferred Fidelity Advisor International Small Cap Fund - Class Z (FIQIX) $1,001 - $15,000 · Tax-Deferred First Trust Rising Dividend Achievers ETF (RDVY) $1,001 - $15,000 · Tax-Deferred Goldman Sachs GQG Partners International Opportunities Fund Institutional Shares (GSIMX) $1,001 - $15,000 · Tax-Deferred Goldman Sachs Group, Inc. (GS) no value stated $1,001 - $15,000Tax-Deferred Heico Corporation Common Stock (HEI) no value stated $1,001 - $15,000Tax-Deferred Hennessy CornerstoneMid Cap 30 Fd Inst Cl (HIMDX) $1,001 - $15,000 · Tax-Deferred Invesco Aerospace & Defense ETF (PPA) no value stated $1,001 - $15,000Tax-Deferred Current Year to John Hancock Funds III Disciplined Value Mid Cap Fd Cl R6 (JVMRX) $1,001 - $15,000 · Tax-Deferred JPMorgan Developed International Value Fund-R6 (JNVMX) $1,001 - $15,000 · Tax-Deferred JPMorgan Large Cap Growth Fund R6 (JLGMX) $1,001 - $15,000 · Tax-Deferred … 27 further assets are in the source document
Original filing document
2026-08-13 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
This filing was submitted on paper. The schedules are not machine-readable, so no assets or liabilities are listed here — read the original document.
Report type Annual Filing year 2025 Chamber senate
Original filing document
2026-08-13 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
This filing was submitted on paper. The schedules are not machine-readable, so no assets or liabilities are listed here — read the original document.
Report type Annual Filing year 2025 Chamber senate
Original filing document
2026-08-13 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Report type Annual Filing year 2025 Chamber senate Edward Jones Brokerage #1 -- Edward Jones Investments $1,001 - $15,000 · None · None (or less than $201) Lincoln Shareholdrs Adv Old Contract #953048073 -- American Funds IS Growth Income Fund $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) American Funds IS Global Growth Fund $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) American Funds IS WashMutual Ivsts Fund $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) American Funds IS The Bond Fund of America $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) CWGIX - American Funds Capital World Growth & Income Fun $1,001 - $15,000 · Excepted Investment Fund · $201 - $1,000 AMECX - The Income Fund of America Class A Shares $15,001 - $50,000 · Excepted Investment Fund · $1,001 - $2,500 AIVSX - American Funds Investment CO of America A $50,001 - $100,000 · Excepted Investment Fund · $2,501 - $5,000 ANWPX - New Perspective Fund Class A Shares $50,001 - $100,000 · Excepted Investment Fund · $1,001 - $2,500 IRA #1 -- Edward Jones Investments $1,001 - $15,000 · None · None (or less than $201) VYM - Vanguard High Dividend Yield ETF $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) VIG - Vanguard Div Appreciation ETF $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) VSS - Vanguard FTSE All-Wld ex-US SmCp Idx ETF $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) VWO - Vanguard FTSE Emerging Markets ETF $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) VUG - Vanguard Growth ETF $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) VB - Vanguard Small-Cap ETF $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) BIV - Vanguard Intermediate-Term Bond ETF $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) VEU - Vanguard FTSE All World Ex US ETF $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) VO - Vanguard Mid-Cap ETF $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) BSV - Vanguard Short-Term Bond Index Fund ETF Shares $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) VIGI - Vanguard International Dividend Appreciation Index Fund - ETF Shares $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) IRA #2 -- VIG - Vanguard Div Appreciation ETF $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) VUG - Vanguard Growth ETF $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) VTV - Vanguard Value ETF $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) VEU - Vanguard FTSE All World Ex US ETF $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) VSS - Vanguard FTSE All-Wld ex-US SmCp Idx ETF $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) VO - Vanguard Mid-Cap ETF $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) BSV - Vanguard Short-Term Bond ETF $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) TRGXX - T ROWE PRICE US TREASURY MONEY CLI $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) VB - Vanguard Small-Cap ETF $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) BIV - Vanguard Intermediate-Term Bond ETF $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) VIGI - Vanguard International Dividend Appreciation Index Fund - ETF Shares $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) IRA #3 -- Edward Jones Investments $1,001 - $15,000 · None · None (or less than $201) EFG - iShares MSCI EAFE Growth ETF $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) SDY - SPDR S&P Dividend ETF $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) … 51 further assets are in the source document
Original filing document
2026-08-13 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Report type Annual Filing year 2025 Chamber senate PNC Bank $1,001 - $15,000 · None · None (or less than $201) CBIKY LLC -- PNC Bank $1,001 - $15,000 · None · None (or less than $201)
Original filing document
2026-08-13 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk
Report type Annual Filing year 2025 Chamber senate Needham Bank $50,001 - $100,000 · Interest · $201 - $1,000 Northwestern Mutual Adjustable Comp Life $100,001 - $250,000 · Dividends · $2,501 - $5,000 Northwestern Mutual Whole Life $50,001 - $100,000 · Dividends · $1,001 - $2,500 Northwestern Mutual Whole Life Policy $15,001 - $50,000 · Dividends · $201 - $1,000 Northwestern Mutual Adjustable Comp Life $100,001 - $250,000 · Dividends · $2,501 - $5,000 Northwestern Mutual Adjustable Comp Life $50,001 - $100,000 · Dividends · $1,001 - $2,500 Onadune, LLC -- Onadune $100,001 - $250,000 · None · None (or less than $201) Onadune, LLC -- Onadune $15,001 - $50,000 · None · None (or less than $201) Fidelity - Rollover IRA -- VEA - Vanguard FTSE Developed Markets Index Fund ETF Sha $250,001 - $500,000 · Excepted Investment Fund · None (or less than $201) FDRXX - Fidelity Government Cash Reserves $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) FXAIX - Fidelity 500 Index Fund $250,001 - $500,000 · Excepted Investment Fund · None (or less than $201) IWD - iShares Russell 1000 Value ETF $250,001 - $500,000 · Excepted Investment Fund · None (or less than $201) IWF - iShares Russell 1000 Growth ETF $250,001 - $500,000 · Excepted Investment Fund · None (or less than $201) IWN - iShares Russell 2000 Value ETF $100,001 - $250,000 · Excepted Investment Fund · None (or less than $201) IWO - iShares Russell 2000 Growth ETF $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) AGG - iShares Core U.S. Aggregate Bond ETF $500,001 - $1,000,000 · Excepted Investment Fund · None (or less than $201) Fidelity - Rollover IRA -- VEA - Vanguard FTSE Developed Markets Index Fund ETF Sha $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) FDRXX - Fidelity Government Cash Reserves $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) FXAIX - Fidelity 500 Index Fund $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) IWD - iShares Russell 1000 Value ETF $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) IWF - iShares Russell 1000 Growth ETF $50,001 - $100,000 · Excepted Investment Fund · None (or less than $201) IWN - iShares Russell 2000 Value ETF $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) IWO - iShares Russell 2000 Growth ETF $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) AGG - iShares Core U.S. Aggregate Bond ETF $100,001 - $250,000 · Excepted Investment Fund · None (or less than $201) Fidelity Partners Healthcare System, Inc. Retirement Plan -- VTTVX - Vanguard Target Retirement 2025 Fund $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) Fidelity - Brokerage -- AWF - AllianceBernstein Global High Income Fund None (or less than $1,001) · Excepted Investment Fund · $201 - $1,000 YYY - Amplify High Income ETF None (or less than $1,001) · Excepted Investment Fund · $201 - $1,000 DBC - Invesco DB Commodity Index Tracking Fund None (or less than $1,001) · Excepted Investment Fund · $2,501 - $5,000 DVY - iShares Select Dividend ETF None (or less than $1,001) · Excepted Investment Fund · $5,001 - $15,000 JNK - SPDR Bloomberg Barclays High Yield Bond ETF None (or less than $1,001) · Excepted Investment Fund · $201 - $1,000 VTI - Vanguard Total Stock Market Index Fund ETF Shares $15,001 - $50,000 · Excepted Investment Fund · $201 - $1,000 VTV - Vanguard Value ETF $100,001 - $250,000 · Excepted Investment Fund · $2,501 - $5,000 IYY - iShares Dow Jones U.S. ETF None (or less than $1,001) · Excepted Investment Fund · $5,001 - $15,000 VUG - Vanguard Growth ETF $100,001 - $250,000 · Excepted Investment Fund · $201 - $1,000 … 18 further assets are in the source document
Original filing document
2026-07-20 · Executive-branch trades · U.S. Office of Government Ethics (Form 278-T)
2026-07-17 · sale Robinhood Markets Inc. Class A Common Stock — $100,001 -$250,000 2026-07-17 · sale Okta, Inc. — $1,000,001 -$5,000,000 2026-07-17 · sale Okta, Inc. — $1,000,001 -$5,000,000
Original filing document
2026-07-15 · Executive-branch trades · U.S. Office of Government Ethics (Form 278-T)
2026-07-14 · sale Samsara Inc. Class A Common Stock — $1,000,001 -$5,000,000 2026-07-14 · sale Omada Common Stock — $500,001 -$1,000,000
Original filing document
2026-07-09 · Executive-branch trades · U.S. Office of Government Ethics (Form 278-T)
2026-07-01 · purchase Vanguard Tax-Exempt Bond Index Fund ETFShares — $1,001 - $15,000
Original filing document
2026-07-07 · Executive-branch trades · U.S. Office of Government Ethics (Form 278-T)
2026-06-16 · purchase SPDR S&P 500 ETF Trust — $50,001 -$100,000 2026-06-16 · purchase SPDR S&P 500 ETF Trust — $500,001 -$1,000,000
Original filing document
2026-06-26 · Executive-branch trades · U.S. Office of Government Ethics (Form 278-T)
2026-04-15 · sale Monolithic Power System — $50,001 -$100,000 2026-04-15 · sale Mckesson Corp — $15,001 - $50,000 2026-04-15 · sale Stride Inc — $50,001 -$100,000 2026-04-15 · sale Firstcash Holdings Inc — $50,001 -$100,000 2026-04-15 · sale Carpenter Technology Corp — $50,001 -$100,000 2026-04-15 · sale Citigroup, Inc. — $50,001 -$100,000 2026-04-16 · sale VSE Corp — $15,001 - $50,000 2026-04-15 · sale API Group Corp — $50,001 -$100,000 2026-04-16 · sale Monolithic Power System — $15,001 - $50,000 2026-04-16 · sale Mckesson Corp — $15,001 - $50,000 2026-04-16 · sale Stride Inc — $15,001 - $50,000 2026-04-16 · sale Firstcash Holdings Inc — $15,001 - $50,000 2026-04-16 · sale Carpenter Technology Corp — $15,001 - $50,000 2026-04-16 · sale Citigroup Inc — $15,001 - $50,000 2026-04-16 · sale API Group Corp — $15,001 - $50,000 2026-04-16 · sale Amkor Technology Inc — $15,001 - $50,000 2026-04-16 · sale Adobe Inc — $15,001 - $50,000 2026-04-16 · sale VSE Corp — $15,001 - $50,000 2026-04-15 · sale Amkor Technology Inc — $50,001 -$100,000 2026-04-16 · sale Monolithic Power System — $15,001 - $50,000 2026-04-16 · sale Mckesson Corp — $15,001 - $50,000 2026-04-16 · sale Stride Inc — $15,001 - $50,000 2026-04-16 · sale Firstcash Holdings Inc — $15,001 - $50,000 2026-04-16 · sale Carpenter Technology Corp — $15,001 - $50,000 2026-04-16 · sale Citigroup Inc © — $15,001 - $50,000 2026-04-16 · sale API Group Corp — $15,001 - $50,000 2026-04-16 · sale Amkor Technology Inc — $15,001 - $50,000 2026-04-16 · sale Adobe Inc — $1,001 - $15,000 2026-04-15 · sale VSE Corp — $50,001 -$100,000 2026-04-15 · sale Adobe Inc — $15,001 - $50,000
Original filing document
2026-06-24 · Executive-branch trades · U.S. Office of Government Ethics (Form 278-T)
2026-05-18 · sale Boston Scientific Corp Com — $50,001 -$100,000 2026-06-10 · sale Blackrock — $50,001 -$100,000 2026-05-19 · sale AUSTIN TEX CTFS OBLIG — $1,001 - $15,000 2026-05-26 · sale UNIVERSITY HOUSTON TEX UNIV REVS CONSAND REF BDS — $1,001 - $15,000 2026-05-19 · sale WEST PALM BEACH FLA CMNTY REDEV AGYTAX REV REF BDS — $15,001 - $50,000 2026-06-10 · sale Visa Inc Com CL A — $50,001 -$100,000 2026-06-10 · sale Vanguard World FDS Vanguard Utils ETF — $50,001 -$100,000 2026-06-10 · sale Valero Energy Corp New Com — $100,001 -$250,000 2026-05-18 · sale United Health Group Inc — $100,001 -$250,000 2026-06-10 · sale Union Pacific Corp — $50,001 -$100,000 2026-06-10 · sale TJX Cos Inc New Com — $50,001 -$100,000 2026-06-10 · sale Thermo Fisher Scientific Inc Com — $15,001 - $50,000 2026-06-10 · sale Applied Materials Inc. — $100,001 -$250,000 2026-06-10 · sale Sherwin Williams — $50,001 -$100,000 2026-05-18 · sale Service Now Inc — $15,001 - $50,000 2026-05-19 · sale SEATTLE WASH DRAIN & WASTEWATER REVREF REV BDS — $15,001 - $50,000 2026-05-18 · sale Salesforce Inc — $50,001 -$100,000 2026-05-19 · sale SALEM N H GO BDS — $1,001 - $15,000 2026-06-10 · sale S&P Global Inc Com — $15,001 - $50,000 2026-06-10 · sale RTX Corp Com — $100,001 -$250,000 2026-05-18 · sale Proctor & Gamble Co — $15,001 - $50,000 2026-06-10 · sale Phillip Morris Intl Inc Com — $15,001 - $50,000 2026-05-18 · sale Pentair PLC SHS — $15,001 - $50,000 2026-06-10 · sale Apple Inc. — $250,001 -$500,000 2026-06-10 · sale Parker-Hannifin Corp Com — $50,001 -$100,000 2026-06-10 · sale Palo Alto Networks Inc Com — $100,001 -$250,000 2026-06-10 · sale ONEOK INC — $15,001 - $50,000 2026-06-10 · sale Nvidia Corp Com — $500,001 -$1,000,000 2026-05-19 · sale NEVADA ST LTD TAX GO CAP IMPT BDS — $1,001 - $15,000 2026-05-18 · sale Microsoft Corp Com — $500,001 -$1,000,000 2026-05-19 · sale METROPOLITAN TRANSN AUTH N Y DED TAXFD — $15,001 - $50,000 2026-06-10 · sale Meta Platforms Inc CL A — $250,001 -$500,000 2026-05-18 · sale Mastercard Inc — $100,001 -$250,000 2026-05-19 · sale MASSACHUSETTS ST DEV FIN AGY REV BDS — $15,001 - $50,000 2026-06-10 · sale American Express Co Com — $100,001 -$250,000 2026-05-19 · sale MACOMB INTER SCH DIST MICH UNLTD TAXGO BLDG SITE BDS — $1,001 - $15,000 2026-05-18 · sale LPL Financial Holdings Inc — $50,001 -$100,000 2026-06-10 · sale Lily Eli & Co Com — $100,001 -$250,000 2026-06-10 · sale LAM Resh Corp Com New — $250,001 -$500,000 2026-06-10 · sale L3Harris Technologies Inc Com — $100,001 -$250,000 2026-06-10 · sale KLA corp Com — $250,001 -$500,000 2026-05-19 · sale KENTUCKY ST PPTY & BLDGS COMMN REVSBDS — $15,001 - $50,000 2026-06-10 · sale JP Morgan Chase & Co Com — $100,001 -$250,000 2026-05-18 · sale Iqvia Holdings Inc — $50,001 -$100,000 2026-05-19 · sale IPS MULTI-SCH BLDG CORP IND UNLTDADVALRM PPTY TAX BDS — $15,001 - $50,000 2026-06-10 · sale Amazon.com — $250,001 -$500,000 2026-05-18 · sale Intuitive Surgical Inc — $50,001 -$100,000 2026-06-10 · sale Intercontinental Exchange Group — $50,001 -$100,000 2026-05-18 · sale Home Depot Inc — $50,001 -$100,000 2026-06-10 · sale Hilton Worldwide Hldgs Inc Com New — $100,001 -$250,000 2026-06-10 · sale Goldman Sachs Group Inc Com — $100,001 -$250,000 2026-05-19 · sale FORT SMITH ARK WTR & SWR REV REFCONSTR BDS — $15,001 - $50,000 2026-05-19 · sale FORT LAUDERDALE FLA WTR & SWR REV BDS — $1,001 - $15,000 2026-05-19 · sale FLORIDA ST DEPT GEN SVCS DIV MGMT REVPOOL BDS — $15,001 - $50,000 2026-06-10 · sale Emerson Elec Co Com — $50,001 -$100,000 2026-05-18 · sale Elevance Health Inc — $50,001 -$100,000 2026-06-10 · sale Alphabet Inc CL A — $250,001 -$500,000 2026-06-10 · sale Deere and Co. — $50,001 -$100,000 2026-06-10 · sale Costco — $100,001 -$250,000 2026-05-19 · sale CORSICANA TEX COMBINATION TAX AND REVCTFS — $15,001 - $50,000
Original filing document
2026-06-22 · Executive-branch trades · U.S. Office of Government Ethics (Form 278-T)
2026-06-18 · sale Okta, Inc. — $1,000,001 -$5,000,000 2026-06-18 · sale Okta, Inc. — $1,000,001 -$5,000,000
Original filing document
2026-06-11 · Executive-branch trades · U.S. Office of Government Ethics (Form 278-T)
2026-05-13 · purchase QUALCOMM, Inc. — $15,001 - $50,000 2026-05-13 · purchase Akamai Technologies, Inc. — $15,001 - $50,000 2026-05-13 · purchase Fluence Energy Inc. Class A Common Stock — $15,001 - $50,000 2026-05-13 · purchase Corning, Inc. — $50,001 -$100,000 2026-05-14 · purchase Forgent Power Solution — $15,001 - $50,000
Original filing document
2026-06-10 · Executive-branch trades · U.S. Office of Government Ethics (Form 278-T)
2026-05-14 · purchase iShares iBoxx $ Investment Grade Corporate BondETF — $1,001 - $15,000
Original filing document
2026-06-09 · Executive-branch trades · U.S. Office of Government Ethics (Form 278-T)
2025-02-03 · sale Rumble Inc — $1,001 - $15,000
Original filing document
2026-05-27 · Executive-branch trades · U.S. Office of Government Ethics (Form 278-T)
2026-05-12 · purchase Shift4 Payments Inc. Class A Common Stock — $5,000,001 -$25,000,000 2026-05-11 · purchase Shift4 Payments Inc. Class A Common Stock — $5,000,001 -$25,000,000
Original filing document
2026-05-12 · Executive-branch trades · U.S. Office of Government Ethics (Form 278-T)
2026-04-01 · purchase Cresta Royalty Partners II LP — $50,001 -$100,000 2026-04-01 · purchase Cresta Operating Partners (Non-Op Fund) LP — $250,001 -$500,000 2026-04-08 · purchase RCP GP Fund II, LP — $100,001 -$250,000 2026-04-10 · purchase HealthQuest Tactical Opportunities Fund L.P. — $15,001 - $50,000 2026-04-13 · sale Valence8 Cayman LP — $100,001 -$250,000 2026-04-20 · purchase Valence8 PE 2024 Fund — $100,001 -$250,000 2026-04-20 · purchase Valence8 PE 2025 Fund — $250,001 -$500,000 2026-04-10 · sale MSD Special Investments Fund L.P. — $15,001 - $50,000 2026-04-15 · sale Carriage House Investments LLP — $500,001 -$1,000,000 2026-04-10 · sale Kingfish Investments X, LLC — $50,001 -$100,000
Original filing document
2026-05-12 · Executive-branch trades · U.S. Office of Government Ethics (Form 278-T)
2026-04-08 · sale Arthur Ventures IV, LP - Decimal Technologies, Inc. — $1,001 - $15,000 2026-04-08 · sale Arthur Ventures IV, LP - Decimal Technologies, Inc. — $1,001 - $15,000 2026-04-08 · purchase Arthur Ventures Growth IV, LP - Nucleus Security,Inc. — $1,001 - $15,000 2026-04-08 · purchase Arthur Ventures Growth IV, LP - Nucleus Security,Inc. — $100,001 -$250,000 2026-04-08 · purchase Arthur Ventures V, LP - zizzl Health — $1,001 - $15,000 2026-04-08 · purchase Arthur Ventures V, LP - Hudu Technologies, Inc — $1,001 - $15,000
Original filing document
2026-04-20 · Executive-branch trades · U.S. Office of Government Ethics (Form 278-T)
2026-04-17 · sale Robinhood Markets Inc. Class A Common Stock — $100,001 -$250,000 2026-04-17 · sale Airbnb Inc. Class A Common Stock — $100,001 -$250,000
Original filing document
2026-04-03 · Executive-branch trades · U.S. Office of Government Ethics (Form 278-T)
2026-03-02 · sale BBH Wealth Strategies, LLC - CLARKSTONCAPITAL PARTNERS SMALL/MID CAP SERIES — $100,001 -$250,000 2026-03-02 · sale BBH LIMITED DURATION FUND CL I — $500,001 -$1,000,000 2026-02-20 · sale BBH Wealth Strategies, LLC - CLARKSTONCAPITAL PARTNERS SMALL/MID CAP SERIES — $100,001 -$250,000 2026-02-06 · sale BBH Wealth Strategies, LLC - CLARKSTONCAPITAL PARTNERS SMALL/MID CAP SERIES — $100,001 -$250,000 2026-01-30 · sale BBH Wealth Strategies, LLC - CLARKSTONCAPITAL PARTNERS SMALL/MID CAP SERIES — $100,001 -$250,000 2026-01-21 · sale BBH Wealth Strategies, LLC - CLARKSTONCAPITAL PARTNERS SMALL/MID CAP SERIES — $100,001 -$250,000 2026-01-20 · purchase BBH Wealth Strategies, LLC - SILVER POINTDISTRESSED OPPORTUNITY II SERIES — $1,001 - $15,000
Original filing document
2026-03-29 · Executive-branch trades · U.S. Office of Government Ethics (Form 278-T)
2026-03-27 · purchase Vanguard Tax-Exempt Bond Index Fund ETFShares — $1,001 - $15,000 2026-03-27 · sale iShares National Muni Bond ETF — $1,001 - $15,000 2026-03-09 · purchase iShares Core Dividend Growth ETF — $1,001 - $15,000 2026-03-09 · sale Vanguard Dividend Appreciation Index Fund ETFClass Shares — $1,001 - $15,000 2026-03-20 · purchase Vanguard Tax-Exempt Bond Index Fund ETFShares — $1,001 - $15,000 2026-03-20 · sale iShares National Muni Bond ETF — $1,001 - $15,000 2026-03-27 · sale iShares National Muni Bond ETF — $1,001 - $15,000
Original filing document
2026-03-16 · Executive-branch trades · U.S. Office of Government Ethics (Form 278-T)
2026-02-03 · sale Dow Inc. — $50,001 -$100,000 2026-02-03 · sale Ares Capital Corporation — $500,001 -$1,000,000 2026-02-03 · sale Ares Capital Corporation — $100,001 -$250,000 2026-02-03 · sale Ares Capital Corporation — $15,001 - $50,000 2026-02-03 · sale Ares Capital Corporation — $100,001 -$250,000 2026-02-03 · sale Ares Capital Corporation — $1,001 - $15,000 2026-02-03 · sale Ares Capital Corporation — $500,001 -$1,000,000 2026-02-03 · sale Ares Capital Corporation — $15,001 - $50,000 2026-02-03 · sale Enterprise Product Partners LP — $15,001 - $50,000 2026-02-03 · sale Enterprise Product Partners LP — $100,001 -$250,000 2026-02-27 · purchase Shift4 Payments Inc. Class A Common Stock — $1,000,001 -$5,000,000 2026-02-03 · sale Enterprise Product Partners LP — $1,001 - $15,000 2026-02-03 · sale Enterprise Product Partners LP — $15,001 - $50,000 2026-02-03 · sale Enterprise Product Partners LP — $500,001 -$1,000,000 2026-02-04 · sale Alliancebernstein Holding LP — $1,001 - $15,000 2026-02-04 · sale Alliancebernstein Holding LP — $1,001 - $15,000 2026-02-04 · sale Alliancebernstein Holding LP — $1,001 - $15,000 2026-02-04 · sale Alliancebernstein Holding LP — $1,001 - $15,000 2026-02-04 · sale Alliancebernstein Holding LP — $1,001 - $15,000 2026-02-04 · sale Alliancebernstein Holding LP — $500,001 -$1,000,000 2026-02-04 · sale Alliancebernstein Holding LP — $1,001 - $15,000 2026-02-27 · purchase Shift4 Payments Inc. Class A Common Stock — $1,000,001 -$5,000,000 2026-02-04 · sale Alliancebernstein Holding LP — $1,000,001 -$5,000,000 2026-02-04 · sale Alliancebernstein Holding LP — $1,001 - $15,000 2026-02-04 · sale Alliancebernstein Holding LP — $1,001 - $15,000 2026-02-04 · sale Alliancebernstein Holding LP — $1,001 - $15,000 2026-02-04 · sale Alliancebernstein Holding LP — $1,001 - $15,000 2026-02-04 · sale MPLX LP — $100,001 -$250,000 2026-02-04 · sale MPLX LP — $50,001 -$100,000 2026-02-04 · sale MPLX LP — $15,001 - $50,000 2026-02-04 · sale MPLX LP — $1,001 - $15,000 2026-02-04 · sale MPLX LP — $1,000,001 -$5,000,000 2026-02-27 · purchase Shift4 Payments Inc. Class A Common Stock — $1,000,001 -$5,000,000 2026-02-04 · sale MPLX LP — $15,001 - $50,000 2026-02-04 · sale MPLX LP — $15,001 - $50,000 2026-02-04 · sale MPLX LP — $250,001 -$500,000 2026-02-04 · sale MPLX LP — $15,001 - $50,000 2026-02-04 · sale MPLX LP — $1,001 - $15,000 2026-02-04 · sale MPLX LP — $1,001 - $15,000 2026-02-04 · sale MPLX LP — $100,001 -$250,000 2026-02-04 · sale MPLX LP — $1,001 - $15,000 2026-02-04 · sale MPLX LP — $500,001 -$1,000,000 2026-02-04 · sale MPLX LP — $15,001 - $50,000 2026-02-27 · purchase Shift4 Payments Inc. Class A Common Stock — $500,001 -$1,000,000 2026-02-04 · sale MPLX LP — $100,001 -$250,000 2026-02-04 · sale MPLX LP — $1,001 - $15,000 2026-02-04 · sale MPLX LP — $1,001 - $15,000 2026-02-04 · sale Energy Transfer LP — $1,000,001 -$5,000,000 2026-02-04 · sale Energy Transfer LP — $1,001 - $15,000 2026-02-04 · sale Energy Transfer LP — $1,001 - $15,000 2026-02-04 · sale Energy Transfer LP — $1,000,001 -$5,000,000 2026-02-04 · sale Energy Transfer LP — $500,001 -$1,000,000 2026-02-04 · sale Energy Transfer LP — $1,001 - $15,000 2026-02-04 · sale Energy Transfer LP — $100,001 -$250,000 2026-02-27 · purchase Shift4 Payments Inc. Class A Common Stock — $250,001 -$500,000 2026-02-04 · sale Energy Transfer LP — $100,001 -$250,000 2026-02-04 · sale LyondellBasell Industries NV — $250,001 -$500,000 2026-02-04 · sale LyondellBasell Industries NV — $1,001 - $15,000 2026-02-04 · sale LyondellBasell Industries NV — $1,001 - $15,000 2026-02-04 · sale LyondellBasell Industries NV — $100,001 -$250,000
Original filing document
2026-03-12 · Executive-branch trades · U.S. Office of Government Ethics (Form 278-T)
2026-02-26 · sale Dawson Portfolio Finance 5 LP — $1,001 - $15,000 2026-02-12 · purchase HealthQuest Tactical Opportunities Fund LP — $250,001 -$500,000 2026-02-04 · purchase Bear Lake Operations LLC — $100,001 -$250,000 2026-02-09 · purchase MSD Real Estate Credit Opportunity Fund II — $100,001 -$250,000 2026-02-10 · sale MSD EIV Private LLC — $100,001 -$250,000 2026-02-11 · purchase MSD EIV Private LLC — $50,001 -$100,000 2026-02-11 · purchase MSD Special Investments Fund II, LP — $15,001 - $50,000 2026-02-26 · purchase Bear Lake Operations LLC — $250,001 -$500,000 2026-02-19 · sale Caden Opportunity Fund — $1,000,001 -$5,000,000 2026-02-11 · sale RCG Momentum LP — $50,001 -$100,000 2026-02-23 · sale RCG Ventures Fund VIII — $15,001 - $50,000 2026-02-06 · sale SRP Continuation Partners LP — $15,001 - $50,000 2026-02-13 · sale NFP Continuation Partners LP — $250,001 -$500,000 2026-02-27 · sale MSD Hospitality Partners LP — Over $50,000,000
Original filing document
2026-02-27 · Executive-branch trades · U.S. Office of Government Ethics (Form 278-T)
2026-01-21 · purchase Grab Holdings Limited Class A Ordinary Shares — $1,001 - $15,000
Original filing document
2026-02-27 · Executive-branch trades · U.S. Office of Government Ethics (Form 278-T)
2026-01-27 · purchase Arthur Ventures V, LP - Opterrix (Risk intelligenceplatform) — $1,001 - $15,000 2026-01-27 · purchase Arthur Ventures V, LP - Opterrix (Risk intelligenceplatform) — $15,001 - $50,000 2026-01-22 · sale Arthur Ventures Growth IV, LP - PureSpectrum(market research platform) — $1,001 - $15,000 2026-01-22 · sale Arthur Ventures Growth III, LP - PureSpectrum(market research platform) (Roth IRA) — $100,001 -$250,000 2026-01-22 · sale Arthur Ventures Growth III, LP - PureSpectrum(market research platform) — $250,001 -$500,000 2026-01-22 · sale Arthur Ventures Growth IV, LP - PureSpectrum(market research platform) — $100,001 -$250,000 2026-01-22 · sale Arthur Ventures III, LP - PureSpectrum (marketresearch platform) — $1,000,001 -$5,000,000 2026-01-27 · purchase Arthur Ventures IV, LP - Gridbase (formerlyIamGIS) (software) (Roth IRA) — $15,001 - $50,000 2025-12-22 · purchase Arthur Ventures IV, LP — $15,001 - $50,000 2026-01-27 · purchase Arthur Ventures IV, LP - Gridbase (formerlyIamGIS) (software) — $1,001 - $15,000 2026-01-27 · purchase Arthur Ventures V, LP - Circadian Risk (Securityrisk assessment software) — $1,001 - $15,000 2026-01-27 · purchase Arthur Ventures V, LP - Payroll Integrations(employee benefits recordkeeper) — $1,001 - $15,000 2026-01-27 · purchase Arthur Ventures V, LP - Payroll Integrations(employee benefits recordkeeper) — $15,001 - $50,000 2026-01-27 · exchange Arthur Ventures V, LP - CivicPlus (Softwaresolutions) — $1,001 - $15,000 2026-01-27 · exchange Arthur Ventures V, LP - CivicPlus (Softwaresolutions) — $50,001 -$100,000 2026-01-27 · sale Arthur Ventures V, LP - Streamline (platformservices) — $1,001 - $15,000 2026-01-27 · sale Arthur Ventures V, LP - Streamline (platformservices) — $50,001 -$100,000 2026-01-27 · purchase Arthur Ventures V, LP - Aqua (Turnkey alternativeinvestment platform) — $1,001 - $15,000 2026-01-27 · purchase Arthur Ventures V, LP - Aqua (Turnkey alternativeinvestment platform) — $15,001 - $50,000 2025-12-22 · purchase Arthur Ventures IV, LP — $15,001 - $50,000
Original filing document
2026-02-27 · Executive-branch trades · U.S. Office of Government Ethics (Form 278-T)
2026-02-20 · sale Republic Airways Holdings Inc. — $5,000,001 -$25,000,000 2026-02-19 · sale Republic Airways Holdings Inc. — $1,001 - $15,000 2026-02-19 · sale Republic Airways Holdings Inc. — $100,001 -$250,000 2026-02-18 · sale Republic Airways Holdings Inc. — $50,001 -$100,000 2026-02-18 · sale Republic Airways Holdings Inc. — $100,001 -$250,000 2026-02-17 · sale Republic Airways Holdings Inc. — $100,001 -$250,000 2026-02-13 · sale Republic Airways Holdings Inc. — $100,001 -$250,000 2026-01-20 · exchange Republic Airways Holdings Inc. — $5,000,001 -$25,000,000 2026-02-20 · sale Republic Airways Holdings Inc. — $15,001 - $50,000 2025-10-21 · sale Republic Airways Holdings Inc — $1,000,001 -$5,000,000
Original filing document
2026-02-27 · Executive-branch trades · U.S. Office of Government Ethics (Form 278-T)
2026-01-30 · sale Heineken NV ADR — $1,001 - $15,000 2026-01-30 · sale HEICO Corp. — $1,001 - $15,000 2026-01-30 · sale HCA Healthcare, Inc. — $1,001 - $15,000 2026-01-30 · sale Guidewire Software, Inc. — $1,001 - $15,000 2026-01-30 · sale Alphabet, Inc. — $1,001 - $15,000 2026-01-30 · sale Alphabet, Inc. — $1,001 - $15,000 2026-01-30 · sale Alphabet, Inc. — $1,001 - $15,000 2026-01-30 · sale Alphabet, Inc. — $1,001 - $15,000 2026-01-30 · sale Globant S.A. Common Shares — $1,001 - $15,000 2026-01-30 · sale SPDR Gold Shares — $15,001 - $50,000 2026-01-30 · sale Analog Devices, Inc. — $1,001 - $15,000 2026-01-30 · sale GoDaddy, Inc. — $1,001 - $15,000 2026-01-30 · sale Freshpet Inc. — $1,001 - $15,000 2026-01-30 · sale Franco-Nevada Corporation — $1,001 - $15,000 2026-01-30 · sale Floor & Decor Holdings, Inc. — $1,001 - $15,000 2026-01-30 · sale Fomento Economico Mexicano S.A.B. de C.V.Common Stock — $1,001 - $15,000 2026-01-30 · sale Five Below, Inc. — $1,001 - $15,000 2026-01-30 · sale Fair Isaac Corp. — $1,001 - $15,000 2026-01-30 · sale Fastenal Co. — $1,001 - $15,000 2026-01-30 · sale Fanuc Corp ADR — $1,001 - $15,000 2026-01-30 · sale Expeditors International of Washington, Inc. — $1,001 - $15,000 2026-01-30 · sale Accenture Plc — $1,001 - $15,000 2026-01-30 · sale Exelon Corp. — $1,001 - $15,000 2026-01-30 · sale Evercore, Inc. — $1,001 - $15,000 2026-01-30 · sale Equity Residential — $1,001 - $15,000 2026-01-30 · sale The Ensign Group, Inc. — $1,001 - $15,000 2026-01-30 · sale Enbridge Inc Common Stock — $1,001 - $15,000 2026-01-30 · sale Elevance Health Inc. Common Stock — $1,001 - $15,000 2026-01-30 · sale Equifax, Inc. — $1,001 - $15,000 2026-01-30 · sale eBay, Inc. — $1,001 - $15,000 2026-01-30 · sale Duke Energy Corp. — $1,001 - $15,000 2026-01-30 · sale DTE Energy Co. — $1,001 - $15,000 2026-01-30 · sale Abbott Laboratories — $1,001 - $15,000 2026-01-30 · sale Dynatrace Inc. Common Stock — $1,001 - $15,000 2026-01-30 · sale Doximity Inc. Class A Common Stock — $1,001 - $15,000 2026-01-30 · sale The Walt Disney Co. — $1,001 - $15,000 2026-01-30 · sale SPDR Dow Jones Industrial Average ETF Trust — $1,001 - $15,000 2026-01-30 · sale SPDR Dow Jones Industrial Average ETF Trust — $1,001 - $15,000 2026-01-30 · sale Danaher Corp. — $1,001 - $15,000 2026-01-30 · sale Danaher Corp. — $1,001 - $15,000 2026-01-30 · sale Dollar General Corp. — $1,001 - $15,000 2026-01-30 · sale Danone SA ADR — $1,001 - $15,000 2026-01-30 · sale Chevron Corp. — $1,001 - $15,000 2026-01-30 · sale Ambev SA — $1,001 - $15,000 2026-01-30 · sale Chevron Corp. — $1,001 - $15,000 2026-01-30 · sale Cintas Corp. — $1,001 - $15,000 2026-01-30 · sale Carlisle Cos., Inc. — $1,001 - $15,000 2026-01-30 · sale CoStar Group, Inc. — $1,001 - $15,000 2026-01-30 · sale salesforce.com, inc. — $1,001 - $15,000 2026-01-30 · sale Copart, Inc. — $1,001 - $15,000 2026-01-30 · sale ConocoPhillips — $1,001 - $15,000 2026-01-30 · sale CenterPoint Energy, Inc. — $1,001 - $15,000 2026-01-30 · sale Cummins, Inc. — $1,001 - $15,000 2026-01-30 · sale CME Group, Inc. — $1,001 - $15,000 2026-01-30 · sale AbbVie, Inc. — $1,001 - $15,000 2026-01-30 · sale Comcast Corp. — $1,001 - $15,000 2026-01-30 · sale Colgate-Palmolive Co. — $1,001 - $15,000 2026-01-30 · sale Cincinnati Financial Corp. — $1,001 - $15,000 2026-01-30 · sale Charter Communications, Inc. — $1,001 - $15,000 2026-01-30 · sale C.H. Robinson Worldwide, Inc. — $1,001 - $15,000
Original filing document