Marjorie Taylor Greene — 2026 financial disclosure

2026-05-07 · 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.

House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.

Report type	Termination
Filing year	2026
Chamber	house
AbbVie Inc. Common Stock (ABBV)	$15,001 - $50,000 · Dividends · $1 - $200
Adobe Inc. - Common Stock (ADBE)	$15,001 - $50,000 · Dividends · $1 - $200
Advanced Micro Devices, Inc. (AMD)	$50,001 - $100,000 · Dividends · $201 - $1,000
Alphabet Inc. - Class C Capital Stock (GOOG)	$50,001 - $100,000 · Dividends · $1 - $200
Amazon.com, Inc. - Common Stock (AMZN)	$50,001 - $100,000 · Dividends · $1 - $200
Apple Inc. - Common Stock (AAPL)	$15,001 - $50,000 · Dividends · $1 - $200
Applied Materials, Inc. - Common Stock (AMAT)	$15,001 - $50,000 · Dividends · $1 - $200
ASML Holding N.V. - New York Registry Shares (ASML)	$15,001 - $50,000 · Dividends · $1 - $200
Automatic Data Processing, Inc. - Common Stock (ADP)	$15,001 - $50,000 · Dividends · $1 - $200
Barclays ETN FI Enhanced Global High Yield ETN (FIGY)	$1,001 - $15,000 · Dividends · $1 - $200
Berkshire Hathaway Inc. New Common Stock (BRK.B)	$15,001 - $50,000 · Dividends · $1 - $200
Blackstone Inc. Common Stock (BX)	$15,001 - $50,000 · Dividends · $1 - $200
Cardinal Health, Inc. Common Stock (CAH)	$15,001 - $50,000 · Dividends · $1 - $200
Caterpillar, Inc. Common Stock (CAT)	$15,001 - $50,000 · Dividends · $1 - $200
Charles Schwab Corporation (SCHW)	$15,001 - $50,000 · Dividends · $1 - $200
Chevron Corporation Common Stock (CVX)	$15,001 - $50,000 · Dividends · $1 - $200
Congressional Federal Credit Union	$1,000,001 - $5,000,000 · Interest · $1,001 - $2,500
Corning Incorporated Common Stock (GLW)	$15,001 - $50,000 · Dividends · $1 - $200
Costco Wholesale Corporation - Common Stock (COST)	$15,001 - $50,000 · Dividends · $1 - $200
CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD)	$15,001 - $50,000 · Dividends · $1 - $200
Cummins Inc. Common Stock (CMI)	$15,001 - $50,000 · Dividends · $1 - $200
Dell Technologies Inc. Class C Common Stock (DELL)	$15,001 - $50,000 · Dividends · $1 - $200
Devon Energy Corporation Common Stock (DVN)	$15,001 - $50,000 · Dividends · $1 - $200
Digital Realty Trust, Inc. Common Stock (DLR)	$15,001 - $50,000 · Dividends · $1 - $200
Dollar General Corporation Common Stock (DG)	$15,001 - $50,000 · Dividends · $1 - $200
Duke Energy Corporation (DUK)	$15,001 - $50,000 · Dividends · $1 - $200
Eli Lilly and Company Common Stock (LLY)	$15,001 - $50,000 · Dividends · $1 - $200
Exelon Corporation (EXC)	$15,001 - $50,000 · Dividends · $1 - $200
FedEx Corporation Common Stock (FDX)	$50,001 - $100,000 · Dividends · $1 - $200
Gilead Sciences, Inc. - Common Stock (GILD)	$15,001 - $50,000 · Dividends · $1 - $200
Goldman Sachs Group, Inc. (GS)	$15,001 - $50,000 · Dividends · $1 - $200
GSK plc American Depositary Shares (GSK)	$1,001 - $15,000 · Dividends · $1 - $200
Home Depot, Inc. (HD)	$15,001 - $50,000 · Dividends · $1 - $200
Impinj, Inc. - Common Stock (PI)	$15,001 - $50,000 · Dividends · $1 - $200
Intel Corporation - Common Stock (INTC)	$15,001 - $50,000 · Dividends · $1 - $200
iShares Bitcoin Trust ETF (IBIT)	$15,001 - $50,000 · Dividends · $1 - $200
Johnson & Johnson Common Stock (JNJ)	$15,001 - $50,000 · Dividends · $1 - $200
JP Morgan Chase & Co. Common Stock (JPM)	$15,001 - $50,000 · Dividends · $1 - $200
Kinder Morgan, Inc. Common Stock (KMI)	$15,001 - $50,000 · Dividends · $1 - $200
Lam Research Corporation - Common Stock (LRCX)	$15,001 - $50,000 · Dividends · $1 - $200
…	169 more assets: every one is in the complete record on this filing's page

The complete record

Every field KeyVex holds for this filing, as its API serves it. Nothing is withheld here that the API sells.

party	Republican
state	GA
office	Representative, GA-14
source	HOUSE_CLERK_FD
chamber	house
filing id	house-fd-10073322
report url	https://disclosures-clerk.house.gov/public_disc/financial-pdfs/2026/10073322.pdf
scraped at	2026-09-20T18:57:57.890Z
asset count	209
bioguide id	G000596
filing date	2026-05-07
filing year	2026
member last	Greene
member name	Marjorie Taylor Greene
report type	Termination
member first	Marjorie Taylor
content parsed	true
report subtype	Terminated Filer Report
state district	14
liability count	1

assets (209)

owner	ticker	location	asset name	asset type	row number	description	income type	value range	income range	asset subtype
—	—	—	AbbVie Inc. Common Stock (ABBV)	ST	1	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	Adobe Inc. - Common Stock (ADBE)	ST	2	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	Advanced Micro Devices, Inc. (AMD)	ST	3	—	Dividends	$50,001 - $100,000	$201 - $1,000	—
—	—	—	Alphabet Inc. - Class C Capital Stock (GOOG)	ST	4	—	Dividends	$50,001 - $100,000	$1 - $200	—
—	—	—	Amazon.com, Inc. - Common Stock (AMZN)	ST	5	—	Dividends	$50,001 - $100,000	$1 - $200	—
—	—	—	Apple Inc. - Common Stock (AAPL)	ST	6	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	Applied Materials, Inc. - Common Stock (AMAT)	ST	7	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	ASML Holding N.V. - New York Registry Shares (ASML)	ST	8	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	Automatic Data Processing, Inc. - Common Stock (ADP)	ST	9	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	Barclays ETN FI Enhanced Global High Yield ETN (FIGY)	ST	10	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Berkshire Hathaway Inc. New Common Stock (BRK.B)	ST	11	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	Blackstone Inc. Common Stock (BX)	ST	12	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	Cardinal Health, Inc. Common Stock (CAH)	ST	13	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	Caterpillar, Inc. Common Stock (CAT)	ST	14	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	Charles Schwab Corporation (SCHW)	ST	15	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	Chevron Corporation Common Stock (CVX)	ST	16	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	Congressional Federal Credit Union	BA	17	—	Interest	$1,000,001 - $5,000,000	$1,001 - $2,500	—
—	—	—	Corning Incorporated Common Stock (GLW)	ST	18	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	Costco Wholesale Corporation - Common Stock (COST)	ST	19	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD)	ST	20	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	Cummins Inc. Common Stock (CMI)	ST	21	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	Dell Technologies Inc. Class C Common Stock (DELL)	ST	22	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	Devon Energy Corporation Common Stock (DVN)	ST	23	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	Digital Realty Trust, Inc. Common Stock (DLR)	ST	24	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	Dollar General Corporation Common Stock (DG)	ST	25	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	Duke Energy Corporation (DUK)	ST	26	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	Eli Lilly and Company Common Stock (LLY)	ST	27	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	Exelon Corporation (EXC)	ST	28	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	FedEx Corporation Common Stock (FDX)	ST	29	—	Dividends	$50,001 - $100,000	$1 - $200	—
—	—	—	Gilead Sciences, Inc. - Common Stock (GILD)	ST	30	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	Goldman Sachs Group, Inc. (GS)	ST	31	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	GSK plc American Depositary Shares (GSK)	ST	32	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Home Depot, Inc. (HD)	ST	33	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	Impinj, Inc. - Common Stock (PI)	ST	34	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	Intel Corporation - Common Stock (INTC)	ST	35	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	iShares Bitcoin Trust ETF (IBIT)	ST	36	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	Johnson & Johnson Common Stock (JNJ)	ST	37	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	JP Morgan Chase & Co. Common Stock (JPM)	ST	38	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	Kinder Morgan, Inc. Common Stock (KMI)	ST	39	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	Lam Research Corporation - Common Stock (LRCX)	ST	40	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	MercadoLibre, Inc. - Common Stock (MELI)	ST	41	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	Merck & Company, Inc. Common Stock (MRK)	ST	42	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	Meta Platforms, Inc. - Class A Common Stock (META)	ST	43	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	Microsoft Corporation - Common Stock (MSFT)	ST	44	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	Microsoft Corporation - Common Stock (MSFT)	ST	45	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	Morgan Stanley Common Stock (MS)	ST	46	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	NESTLE S.A S/ADR (NSRGY)	ST	47	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	Netflix, Inc. - Common Stock (NFLX)	ST	48	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	NextEra Energy, Inc. Common Stock (NEE)	ST	49	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	Nike, Inc. Common Stock (NKE)	ST	50	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	Washington, DC, US	Non-Primary Residence	RP	51	DC Condominium	None	$500,001 - $1,000,000	—	—
—	—	—	Norfolk Southern Corporation Common Stock (NSC)	ST	52	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	Novo Nordisk A/S Common Stock (NVO)	ST	53	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	NVIDIA Corporation - Common Stock (NVDA)	ST	54	—	Dividends	$50,001 - $100,000	$1 - $200	—
—	—	—	Occidental Petroleum Corporation Common Stock (OXY)	ST	55	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	Old Dominion Freight Line, Inc. - Common Stock (ODFL)	ST	56	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	Oracle Corporation Common Stock (ORCL)	ST	57	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	Oracle Corporation Common Stock (ORCL)	ST	58	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	Palantir Technologies Inc. - Class A Common Stock (PLTR)	ST	59	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	Palo Alto Networks, Inc. (PANW)	ST	60	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	Palo Alto Networks, Inc. (PANW)	ST	61	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	Paychex, Inc. - Common Stock (PAYX)	ST	62	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	Pepsico, Inc. (PEP)	ST	63	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	Alpharetta/ Fulton, GA, US	PMLTD, INC.	RP	64	(formerly Marconi Drive Office, Inc.)	Rent	$1,000,001 - $5,000,000	$50,001 - $100,000	—
—	—	—	Procter & Gamble Company (PG)	ST	65	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	Procter & Gamble Company (PG)	ST	66	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	QUALCOMM Incorporated - Common Stock (QCOM)	ST	67	—	Dividends	$50,001 - $100,000	$1 - $200	—
—	—	—	RH Common Stock (RH)	ST	68	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	Ryman Hospitality Properties, Inc. (RHP)	ST	69	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	Salesforce, Inc. Common Stock (CRM)	ST	70	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	ServiceNow, Inc. Common Stock (NOW)	ST	71	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	Snowflake Inc. Common Stock (SNOW)	ST	72	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	Southern Company (SO)	ST	73	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	Southern Company (SO)	ST	74	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Southern Copper Corporation Common Stock (SCCO)	ST	75	—	None	$1,001 - $15,000	—	—
—	—	—	Southern Copper Corporation Common Stock (SCCO)	ST	76	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	Alpharetta / Fulton, GA, US	Taylor Commercial, Inc., 51% Interest	OL	77	Family owned business. Income was annual distribution.	Ownership Distribution	$5,000,001 - $25,000,000	$1,000,001 - $5,000,000	—
—	—	—	Tesla, Inc. - Common Stock (TSLA)	ST	78	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	The Hershey Company Common Stock (HSY)	ST	79	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	Tractor Supply Company - Common Stock (TSCO)	ST	80	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Tractor Supply Company - Common Stock (TSCO)	ST	81	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	United Parcel Service, Inc. Common Stock (UPS)	ST	82	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	UnitedHealth Group Incorporated Common Stock (UNH)	ST	83	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	US Treasury Bill	GS	84	—	None	$100,001 - $250,000	—	—
—	—	—	US Treasury Bill	GS	85	—	None	$100,001 - $250,000	—	—
—	—	—	US Treasury Bill	GS	86	—	None	$100,001 - $250,000	—	—
—	—	—	US Treasury Bill	GS	87	—	None	$500,001 - $1,000,000	—	—
—	—	—	Visa Inc. (V)	ST	88	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	Xemex Group Inc. Common stock (XMEX)	ST	89	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Adobe Inc. - Common Stock (ADBE)	ST	90	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Advanced Micro Devices, Inc. (AMD)	ST	91	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Alphabet Inc. - Class C Capital Stock (GOOG)	ST	92	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Amazon.com, Inc. - Common Stock (AMZN)	ST	93	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Berkshire Hathaway Inc. New Common Stock (BRK.B)	ST	94	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Bristol-Myers Squibb Company Common Stock (BMY)	ST	95	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Caterpillar, Inc. Common Stock (CAT)	ST	96	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	iShares Bitcoin Trust ETF (IBIT)	ST	97	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	JP Morgan Chase & Co. Common Stock (JPM)	ST	98	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Lam Research Corporation - Common Stock (LRCX)	ST	99	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	McDonald's Corporation Common Stock (MCD)	ST	100	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Meta Platforms, Inc. - Class A Common Stock (META)	ST	101	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Netflix, Inc. - Common Stock (NFLX)	ST	102	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	NVIDIA Corporation - Common Stock (NVDA)	ST	103	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Palantir Technologies Inc. - Class A Common Stock (PLTR)	ST	104	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Palo Alto Networks, Inc. (PANW)	ST	105	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Salesforce, Inc. Common Stock (CRM)	ST	106	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Schwab One MM	BA	107	—	Interest	$1 - $1,000	$1 - $200	—
—	—	—	Tesla, Inc. - Common Stock (TSLA)	ST	108	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	United Parcel Service, Inc. Common Stock (UPS)	ST	109	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Adobe Inc. - Common Stock (ADBE)	ST	110	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Advanced Micro Devices, Inc. (AMD)	ST	111	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Alphabet Inc. - Class C Capital Stock (GOOG)	ST	112	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Amazon.com, Inc. - Common Stock (AMZN)	ST	113	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Applied Materials, Inc. - Common Stock (AMAT)	ST	114	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Berkshire Hathaway Inc. New Common Stock (BRK.B)	ST	115	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	BHP Group Limited American Depositary Shares (BHP)	ST	116	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Bristol-Myers Squibb Company Common Stock (BMY)	ST	117	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Caterpillar, Inc. Common Stock (CAT)	ST	118	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Intel Corporation - Common Stock (INTC)	ST	119	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Johnson & Johnson Common Stock (JNJ)	ST	120	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	JP Morgan Chase & Co. Common Stock (JPM)	ST	121	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	McDonald's Corporation Common Stock (MCD)	ST	122	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Microsoft Corporation - Common Stock (MSFT)	ST	123	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Netflix, Inc. - Common Stock (NFLX)	ST	124	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Palantir Technologies Inc. - Class A Common Stock (PLTR)	ST	125	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	QUALCOMM Incorporated - Common Stock (QCOM)	ST	126	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Schwab One MM	BA	127	—	Interest	$15,001 - $50,000	$1 - $200	—
—	—	—	Tesla, Inc. - Common Stock (TSLA)	ST	128	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	United Parcel Service, Inc. Common Stock (UPS)	ST	129	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Fidelity International Index	MF	130	—	None	$50,001 - $100,000	—	—
—	—	—	Vanguard Growth Index Fd Admiral Shs (VIGAX)	MF	131	—	None	$100,001 - $250,000	—	—
—	—	—	Vanguard S&P 500 Growth Index Fd Insti Cl (VSPGX)	MF	132	—	None	$100,001 - $250,000	—	—
—	—	—	Vanguard Small Cap Index Fd Admiral Shs (VSMAX)	MF	133	—	None	$50,001 - $100,000	—	—
—	—	—	AbbVie Inc. Common Stock (ABBV)	ST	134	—	None	$1,001 - $15,000	—	—
—	—	—	Adobe Inc. - Common Stock (ADBE)	ST	135	—	None	$1,001 - $15,000	—	—
—	—	—	Advanced Micro Devices, Inc. (AMD)	ST	136	—	None	$1,001 - $15,000	—	—
—	—	—	Alphabet Inc. - Class C Capital Stock (GOOG)	ST	137	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Amazon.com, Inc. - Common Stock (AMZN)	ST	138	—	None	$1,001 - $15,000	—	—
—	—	—	American Express Company Common Stock (AXP)	ST	139	—	Dividends	$1,001 - $15,000	$201 - $1,000	—
—	—	—	Amgen Inc. - Common Stock (AMGN)	ST	140	—	Dividends	$1,001 - $15,000	$201 - $1,000	—
—	—	—	Bank of America Corporation Common Stock (BAC)	ST	141	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Berkshire Hathaway Inc. New Common Stock (BRK.B)	ST	142	—	None	$1,001 - $15,000	—	—
—	—	—	BHP Group Limited American Depositary Shares (BHP)	ST	143	—	Dividends	$1,001 - $15,000	$201 - $1,000	—
—	—	—	Boeing Company (BA)	ST	144	—	Dividends	$1,001 - $15,000	$201 - $1,000	—
—	—	—	BP p.l.c. Common Stock (BP)	ST	145	—	Dividends	$1,001 - $15,000	$201 - $1,000	—
—	—	—	Broadcom Inc. - Common Stock (AVGO)	ST	146	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Cardinal Health, Inc. Common Stock (CAH)	ST	147	—	None	$1,001 - $15,000	—	—
—	—	—	Caterpillar, Inc. Common Stock (CAT)	ST	148	—	None	$1,001 - $15,000	—	—
—	—	—	Chevron Corporation Common Stock (CVX)	ST	149	—	Dividends	$1,001 - $15,000	$201 - $1,000	—
—	—	—	Corning Incorporated Common Stock (GLW)	ST	150	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Cummins Inc. Common Stock (CMI)	ST	151	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Dell Technologies Inc. Class C Common Stock (DELL)	ST	152	—	None	$1,001 - $15,000	—	—
—	—	—	Devon Energy Corporation Common Stock (DVN)	ST	153	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Digital Realty Trust, Inc. Common Stock (DLR)	ST	154	—	None	$1,001 - $15,000	—	—
—	—	—	Duke Energy Corporation (DUK)	ST	155	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	FedEx Corporation Common Stock (FDX)	ST	156	—	None	$1,001 - $15,000	—	—
—	—	—	Frontline Plc Ordinary Shares (FRO)	ST	157	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Gilead Sciences, Inc. - Common Stock (GILD)	ST	158	—	None	$1,001 - $15,000	—	—
—	—	—	Goldman Sachs Group, Inc. (GS)	ST	159	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Home Depot, Inc. (HD)	ST	160	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Intel Corporation - Common Stock (INTC)	ST	161	—	None	$1,001 - $15,000	—	—
—	—	—	Johnson & Johnson Common Stock (JNJ)	ST	162	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	JP Morgan Chase & Co. Common Stock (JPM)	ST	163	—	None	$1,001 - $15,000	—	—
—	—	—	Kinder Morgan, Inc. Common Stock (KMI)	ST	164	—	None	$1,001 - $15,000	—	—
—	—	—	MercadoLibre, Inc. - Common Stock (MELI)	ST	165	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Merck & Company, Inc. Common Stock (MRK)	ST	166	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Meta Platforms, Inc. - Class A Common Stock (META)	ST	167	—	None	$1,001 - $15,000	—	—
—	—	—	Microsoft Corporation - Common Stock (MSFT)	ST	168	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	Morgan Stanley Common Stock (MS)	ST	169	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	NextEra Energy, Inc. Common Stock (NEE)	ST	170	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Norfolk Southern Corporation Common Stock (NSC)	ST	171	—	None	$1,001 - $15,000	—	—
—	—	—	NVIDIA Corporation - Common Stock (NVDA)	ST	172	—	None	$1,001 - $15,000	—	—
—	—	—	Occidental Petroleum Corporation Common Stock (OXY)	ST	173	—	None	$1,001 - $15,000	—	—
—	—	—	Old Dominion Freight Line, Inc. - Common Stock (ODFL)	ST	174	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Palo Alto Networks, Inc. (PANW)	ST	175	—	None	$1,001 - $15,000	—	—
—	—	—	Paychex, Inc. - Common Stock (PAYX)	ST	176	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	QUALCOMM Incorporated - Common Stock (QCOM)	ST	177	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Schwab U.S. Large-Cap Growth ETF (SCHG)	EF	178	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	ServiceNow, Inc. Common Stock (NOW)	ST	179	—	None	$1,001 - $15,000	—	—
—	—	—	Starbucks Corporation - Common Stock (SBUX)	ST	180	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Tesla, Inc. - Common Stock (TSLA)	ST	181	—	None	$15,001 - $50,000	—	—
—	—	—	The Hershey Company Common Stock (HSY)	ST	182	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	United Parcel Service, Inc. Common Stock (UPS)	ST	183	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Vanguard FTSE Developed Markets ETF (VEA)	EF	184	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Vanguard Mid-Cap ETF (VO)	EF	185	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Vanguard S&P 500 ETF (VOO)	EF	186	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	Vanguard Small-Cap ETF (VB)	EF	187	—	Dividends	$15,001 - $50,000	$1 - $200	—
—	—	—	Visa Inc. (V)	ST	188	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Walmart Inc. - Common Stock (WMT)	ST	189	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Advanced Micro Devices, Inc. (AMD)	ST	190	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Alphabet Inc. - Class C Capital Stock (GOOG)	ST	191	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Amazon.com, Inc. - Common Stock (AMZN)	ST	192	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Applied Materials, Inc. - Common Stock (AMAT)	ST	193	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Berkshire Hathaway Inc. New Common Stock (BRK.B)	ST	194	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	BHP Group Limited American Depositary Shares (BHP)	ST	195	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Bristol-Myers Squibb Company Common Stock (BMY)	ST	196	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Caterpillar, Inc. Common Stock (CAT)	ST	197	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Impinj, Inc. - Common Stock (PI)	ST	198	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Intel Corporation - Common Stock (INTC)	ST	199	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Johnson & Johnson Common Stock (JNJ)	ST	200	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	JP Morgan Chase & Co. Common Stock (JPM)	ST	201	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	McDonald's Corporation Common Stock (MCD)	ST	202	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Microsoft Corporation - Common Stock (MSFT)	ST	203	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Netflix, Inc. - Common Stock (NFLX)	ST	204	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Palantir Technologies Inc. - Class A Common Stock (PLTR)	ST	205	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	QUALCOMM Incorporated - Common Stock (QCOM)	ST	206	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Schwab One MM	BA	207	—	Interest	$1 - $1,000	$1 - $200	—
—	—	—	Tesla, Inc. - Common Stock (TSLA)	ST	208	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	United Parcel Service, Inc. Common Stock (UPS)	ST	209	—	Dividends	$1,001 - $15,000	$1 - $200	—

liabilities (1)

debtor	comment	creditor	incurred	location	rate term	row number	amount range	liability type
—	—	UCB	2020	—	—	1	$100,001 - $250,000	Loan for property for Marconi Drive Offices, LLC

Original filing document