Mark E. Harris — 2025 financial disclosure

2026-05-14 · 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.

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	Annual
Filing year	2025
Chamber	house
Adobe Inc. - Common Stock (ADBE)	$1,001 - $15,000 · Dividends · None
Adobe Inc. - Common Stock (ADBE)	$1,001 - $15,000 · Dividends · None
Adobe Inc. - Common Stock (ADBE)	$1,001 - $15,000 · Dividends · None
Allstate Corporation (ALL)	$1,001 - $15,000 · Dividends · $1 - $200
Allstate Corporation (ALL)	$1,001 - $15,000 · Dividends · $1 - $200
Allstate Corporation (ALL)	$1,001 - $15,000 · Dividends · $201 - $1,000
Allstate Corporation (ALL)	$1,001 - $15,000 · Dividends · $1 - $200
Alphabet Inc. - Class A Common Stock (GOOGL)	$1,001 - $15,000 · Dividends · $1 - $200
Alphabet Inc. - Class A Common Stock (GOOGL)	$1,001 - $15,000 · Dividends · $1 - $200
Altria Group, Inc. (MO)	$1,001 - $15,000 · Dividends · $201 - $1,000
Altria Group, Inc. (MO)	$1,001 - $15,000 · Dividends · $201 - $1,000
Altria Group, Inc. (MO)	$1,001 - $15,000 · Dividends · $1 - $200
Amazon.com, Inc. - Common Stock (AMZN)	$1,001 - $15,000 · Dividends · None
Amazon.com, Inc. - Common Stock (AMZN)	$1,001 - $15,000 · Dividends · None
American Electric Power Company, Inc. (AEP)	$1,001 - $15,000 · Dividends · $201 - $1,000
American Electric Power Company, Inc. (AEP)	$1,001 - $15,000 · Dividends · $1 - $200
American Electric Power Company, Inc. (AEP)	$1,001 - $15,000 · Dividends · $1 - $200
American Water Works Company, Inc. Common Stock (AWK)	$1,001 - $15,000 · Dividends · $1 - $200
American Water Works Company, Inc. Common Stock (AWK)	$1,001 - $15,000 · Dividends · $1 - $200
American Water Works Company, Inc. Common Stock (AWK)	$1,001 - $15,000 · Dividends · $1 - $200
Apollo Global Management, Inc. (APO)	$1,001 - $15,000 · Dividends · $1 - $200
Apollo Global Management, Inc. (APO)	$1,001 - $15,000 · Dividends · $1 - $200
Apple Inc. - Common Stock (AAPL)	$15,001 - $50,000 · Capital Gains · $15,001 - $50,000
Applovin Corporation - Class A Common Stock (APP)	$1,001 - $15,000 · Dividends · None
Applovin Corporation - Class A Common Stock (APP)	$1,001 - $15,000 · Dividends · None
Applovin Corporation - Class A Common Stock (APP)	$1 - $1,000 · Dividends · None
AstraZeneca PLC - American Depositary Shares (AZN)	$1,001 - $15,000 · Dividends · $1 - $200
AstraZeneca PLC - American Depositary Shares (AZN)	$1,001 - $15,000 · Dividends · $1 - $200
AT&T Inc. (T)	$1,001 - $15,000 · Dividends · $201 - $1,000
AT&T Inc. (T)	$1,001 - $15,000 · Dividends · $201 - $1,000
AT&T Inc. (T)	$1,001 - $15,000 · Dividends · $1 - $200
Atlassian Corporation - Class A Common Stock (TEAM)	$1 - $1,000 · Dividends · None
Atlassian Corporation - Class A Common Stock (TEAM)	$1,001 - $15,000 · Dividends · None
Atlassian Corporation - Class A Common Stock (TEAM)	$1,001 - $15,000 · Dividends · None
Atmos Energy Corporation Common Stock (ATO)	$1,001 - $15,000 · Dividends · $1 - $200
Atmos Energy Corporation Common Stock (ATO)	$1 - $1,000 · Dividends · $1 - $200
Atmos Energy Corporation Common Stock (ATO)	$1,001 - $15,000 · Dividends · $1 - $200
Autodesk, Inc. - Common Stock (ADSK)	$1,001 - $15,000 · Dividends · None
Autodesk, Inc. - Common Stock (ADSK)	$1 - $1,000 · Dividends · None
Autodesk, Inc. - Common Stock (ADSK)	$1,001 - $15,000 · Dividends · None
…	217 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	NC
office	Representative, NC-08
source	HOUSE_CLERK_FD
chamber	house
filing id	house-fd-10076282
report url	https://disclosures-clerk.house.gov/public_disc/financial-pdfs/2025/10076282.pdf
scraped at	2026-09-20T18:57:57.890Z
asset count	257
bioguide id	H001102
filing date	2026-05-14
filing year	2025
member last	Harris
member name	Mark E. Harris
report type	Annual
member first	Mark E.
content parsed	true
report subtype	Annual Report
state district	08
liability count	2

assets (257)

owner	ticker	location	asset name	asset type	row number	description	income type	value range	income range	asset subtype
—	—	—	Adobe Inc. - Common Stock (ADBE)	ST	1	—	Dividends	$1,001 - $15,000	None	—
—	—	—	Adobe Inc. - Common Stock (ADBE)	ST	2	IRA	Dividends	$1,001 - $15,000	None	—
SP	—	—	Adobe Inc. - Common Stock (ADBE)	ST	3	Beth IRA	Dividends	$1,001 - $15,000	None	—
SP	—	—	Allstate Corporation (ALL)	ST	4	Beth IRA	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Allstate Corporation (ALL)	ST	5	IRA	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Allstate Corporation (ALL)	ST	6	—	Dividends	$1,001 - $15,000	$201 - $1,000	—
JT	—	—	Allstate Corporation (ALL)	ST	7	—	Dividends	$1,001 - $15,000	$1 - $200	—
JT	—	—	Alphabet Inc. - Class A Common Stock (GOOGL)	ST	8	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Alphabet Inc. - Class A Common Stock (GOOGL)	ST	9	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Altria Group, Inc. (MO)	ST	10	—	Dividends	$1,001 - $15,000	$201 - $1,000	—
—	—	—	Altria Group, Inc. (MO)	ST	11	IRA	Dividends	$1,001 - $15,000	$201 - $1,000	—
SP	—	—	Altria Group, Inc. (MO)	ST	12	Beth IRA	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Amazon.com, Inc. - Common Stock (AMZN)	ST	13	—	Dividends	$1,001 - $15,000	None	—
JT	—	—	Amazon.com, Inc. - Common Stock (AMZN)	ST	14	—	Dividends	$1,001 - $15,000	None	—
—	—	—	American Electric Power Company, Inc. (AEP)	ST	15	—	Dividends	$1,001 - $15,000	$201 - $1,000	—
—	—	—	American Electric Power Company, Inc. (AEP)	ST	16	IRA	Dividends	$1,001 - $15,000	$1 - $200	—
SP	—	—	American Electric Power Company, Inc. (AEP)	ST	17	Beth IRA	Dividends	$1,001 - $15,000	$1 - $200	—
SP	—	—	American Water Works Company, Inc. Common Stock (AWK)	ST	18	Beth IRA	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	American Water Works Company, Inc. Common Stock (AWK)	ST	19	IRA	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	American Water Works Company, Inc. Common Stock (AWK)	ST	20	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Apollo Global Management, Inc. (APO)	ST	21	—	Dividends	$1,001 - $15,000	$1 - $200	—
JT	—	—	Apollo Global Management, Inc. (APO)	ST	22	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Apple Inc. - Common Stock (AAPL)	ST	23	—	Capital Gains	$15,001 - $50,000	$15,001 - $50,000	—
—	—	—	Applovin Corporation - Class A Common Stock (APP)	ST	24	—	Dividends	$1,001 - $15,000	None	—
—	—	—	Applovin Corporation - Class A Common Stock (APP)	ST	25	IRA	Dividends	$1,001 - $15,000	None	—
SP	—	—	Applovin Corporation - Class A Common Stock (APP)	ST	26	Beth IRA	Dividends	$1 - $1,000	None	—
JT	—	—	AstraZeneca PLC - American Depositary Shares (AZN)	ST	27	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	AstraZeneca PLC - American Depositary Shares (AZN)	ST	28	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	AT&T Inc. (T)	ST	29	—	Dividends	$1,001 - $15,000	$201 - $1,000	—
—	—	—	AT&T Inc. (T)	ST	30	IRA	Dividends	$1,001 - $15,000	$201 - $1,000	—
SP	—	—	AT&T Inc. (T)	ST	31	Beth IRA	Dividends	$1,001 - $15,000	$1 - $200	—
SP	—	—	Atlassian Corporation - Class A Common Stock (TEAM)	ST	32	Beth IRA	Dividends	$1 - $1,000	None	—
—	—	—	Atlassian Corporation - Class A Common Stock (TEAM)	ST	33	IRA	Dividends	$1,001 - $15,000	None	—
—	—	—	Atlassian Corporation - Class A Common Stock (TEAM)	ST	34	—	Dividends	$1,001 - $15,000	None	—
—	—	—	Atmos Energy Corporation Common Stock (ATO)	ST	35	—	Dividends	$1,001 - $15,000	$1 - $200	—
SP	—	—	Atmos Energy Corporation Common Stock (ATO)	ST	36	Beth IRA	Dividends	$1 - $1,000	$1 - $200	—
—	—	—	Atmos Energy Corporation Common Stock (ATO)	ST	37	IRA	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Autodesk, Inc. - Common Stock (ADSK)	ST	38	IRA	Dividends	$1,001 - $15,000	None	—
SP	—	—	Autodesk, Inc. - Common Stock (ADSK)	ST	39	Beth IRA	Dividends	$1 - $1,000	None	—
—	—	—	Autodesk, Inc. - Common Stock (ADSK)	ST	40	—	Dividends	$1,001 - $15,000	None	—
—	—	—	Bank of America Corporation Common Stock (BAC)	ST	41	—	Dividends	$1,001 - $15,000	$1 - $200	—
JT	—	—	Bank of America Corporation Common Stock (BAC)	ST	42	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Bank of America Corporation Common Stock (BAC)	ST	43	—	Capital Gains	$15,001 - $50,000	$15,001 - $50,000	—
JT	—	Mooresville, Iredell, NC, US	Beaten Path Road Property	RP	44	—	None	$500,001 - $1,000,000	—	—
—	—	—	BJ's Wholesale Club Holdings, Inc. Common Stock (BJ)	ST	45	—	Dividends	$1,001 - $15,000	None	—
JT	—	—	BJ's Wholesale Club Holdings, Inc. Common Stock (BJ)	ST	46	—	Dividends	$1,001 - $15,000	None	—
JT	—	—	BlackRock, Inc. Common Stock (BLK)	ST	47	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	BlackRock, Inc. Common Stock (BLK)	ST	48	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Blackstone Inc. Common Stock (BX)	ST	49	—	Capital Gains	$15,001 - $50,000	$1,001 - $2,500	—
SP	—	—	BP p.l.c. Common Stock (BP)	ST	50	Beth IRA	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	BP p.l.c. Common Stock (BP)	ST	51	IRA	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	BP p.l.c. Common Stock (BP)	ST	52	—	Dividends	$1,001 - $15,000	$201 - $1,000	—
—	—	—	Capital One Financial Corporation Common Stock (COF)	ST	53	—	Dividends	$1,001 - $15,000	$1 - $200	—
JT	—	—	Capital One Financial Corporation Common Stock (COF)	ST	54	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	CenterPoint Energy, Inc (CNP)	ST	55	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	CenterPoint Energy, Inc (CNP)	ST	56	IRA	Dividends	$1,001 - $15,000	$1 - $200	—
SP	—	—	CenterPoint Energy, Inc (CNP)	ST	57	Beth IRA	Dividends	$1,001 - $15,000	$1 - $200	—
JT	—	—	Charles Schwab Corporation (SCHW)	ST	58	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Charles Schwab Corporation (SCHW)	ST	59	—	Dividends	$1,001 - $15,000	$1 - $200	—
JT	—	—	Charter Communications, Inc. - Class A Common Stock (CHTR)	ST	60	—	Dividends	$1 - $1,000	None	—
—	—	—	Charter Communications, Inc. - Class A Common Stock (CHTR)	ST	61	—	Dividends	$1 - $1,000	None	—
—	—	—	Chevron Corporation Common Stock (CVX)	ST	62	—	Dividends	$1,001 - $15,000	$201 - $1,000	—
SP	—	—	Chevron Corporation Common Stock (CVX)	ST	63	Beth IRA	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Chevron Corporation Common Stock (CVX)	ST	64	IRA	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Cincinnati Financial Corporation - Common Stock (CINF)	ST	65	IRA	Dividends	$1,001 - $15,000	$1 - $200	—
SP	—	—	Cincinnati Financial Corporation - Common Stock (CINF)	ST	66	Beth IRA	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Cincinnati Financial Corporation - Common Stock (CINF)	ST	67	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Cisco Systems, Inc. - Common Stock (CSCO)	ST	68	—	Dividends	$1,001 - $15,000	$1 - $200	—
JT	—	—	Cisco Systems, Inc. - Common Stock (CSCO)	ST	69	—	Dividends	$1,001 - $15,000	$1 - $200	—
JT	—	—	Citigroup, Inc. Common Stock (C)	ST	70	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Citigroup, Inc. Common Stock (C)	ST	71	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Citigroup, Inc. Common Stock (C)	ST	72	—	Capital Gains	$1,001 - $15,000	$201 - $1,000	—
—	—	—	CME Group Inc. - Class A Common Stock (CME)	ST	73	—	Dividends	$1,001 - $15,000	$1 - $200	—
SP	—	—	CME Group Inc. - Class A Common Stock (CME)	ST	74	Beth IRA	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	CME Group Inc. - Class A Common Stock (CME)	ST	75	IRA	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Coca-Cola Company (KO)	ST	76	IRA	Dividends	$1,001 - $15,000	$1 - $200	—
SP	—	—	Coca-Cola Company (KO)	ST	77	Beth IRA	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Coca-Cola Company (KO)	ST	78	—	Dividends	$1,001 - $15,000	$201 - $1,000	—
JT	—	—	Coca-Cola Company (KO)	ST	79	—	Dividends	$1,001 - $15,000	$1 - $200	—
JT	—	—	ConocoPhillips Common Stock (COP)	ST	80	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	ConocoPhillips Common Stock (COP)	ST	81	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Corteva, Inc. Common Stock (CTVA)	ST	82	—	Dividends	$1,001 - $15,000	$1 - $200	—
JT	—	—	Corteva, Inc. Common Stock (CTVA)	ST	83	—	Dividends	$1,001 - $15,000	$1 - $200	—
JT	—	Indian Trail/Union County, NC, US	Creft Circle Property	RP	84	—	None	$250,001 - $500,000	—	—
—	—	—	Devon Energy Corporation Common Stock (DVN)	ST	85	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Devon Energy Corporation Common Stock (DVN)	ST	86	IRA	Dividends	$1,001 - $15,000	$1 - $200	—
SP	—	—	Devon Energy Corporation Common Stock (DVN)	ST	87	Beth IRA	Dividends	$1,001 - $15,000	$1 - $200	—
SP	—	—	Diamondback Energy, Inc. - Common Stock (FANG)	ST	88	Beth IRA	Dividends	$1 - $1,000	$1 - $200	—
—	—	—	Diamondback Energy, Inc. - Common Stock (FANG)	ST	89	IRA	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Diamondback Energy, Inc. - Common Stock (FANG)	ST	90	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Duke Energy Corporation (DUK)	ST	91	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Duke Energy Corporation (DUK)	ST	92	IRA	Dividends	$1,001 - $15,000	$1 - $200	—
SP	—	—	Duke Energy Corporation (DUK)	ST	93	Beth IRA	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	Winston Salem/Forsyth, NC, US	E and V Harris Properties, LLC, 25% Interest	OL	94	3923 Robinhood Road Rental Property	Rent	$50,001 - $100,000	$1,001 - $2,500	—
—	—	Winston Salem/Forsyth, NC, US	E and V Harris Properties, LLC, 25% Interest	OL	95	3917 Robinhood Road Rental Property	Rent	$15,001 - $50,000	$1,001 - $2,500	—
—	—	Winston Salem/Forsyth, NC, US	E and V Harris Properties, LLC, 25% Interest	OL	96	3923A Robinhood Road Rental Property	Rent	$15,001 - $50,000	$1,001 - $2,500	—
—	—	—	Enbridge Inc Common Stock (ENB)	ST	97	—	Dividends	$1,001 - $15,000	$1 - $200	—
SP	—	—	Enbridge Inc Common Stock (ENB)	ST	98	Beth IRA	Dividends	$1 - $1,000	$1 - $200	—
—	—	—	Enbridge Inc Common Stock (ENB)	ST	99	IRA	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Exelon Corporation (EXC)	ST	100	IRA	Dividends	$1,001 - $15,000	$1 - $200	—
SP	—	—	Exelon Corporation (EXC)	ST	101	Beth IRA	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Exelon Corporation (EXC)	ST	102	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Exxon Mobil Corporation Common Stock (XOM)	ST	103	—	Dividends	$1,001 - $15,000	$201 - $1,000	—
—	—	—	Exxon Mobil Corporation Common Stock (XOM)	ST	104	IRA	Dividends	$1,001 - $15,000	$1 - $200	—
JT	—	—	Exxon Mobil Corporation Common Stock (XOM)	ST	105	—	Dividends	$1,001 - $15,000	$1 - $200	—
SP	—	—	Exxon Mobil Corporation Common Stock (XOM)	ST	106	Beth IRA	Dividends	$1,001 - $15,000	$1 - $200	—
JT	—	—	FedEx Corporation Common Stock (FDX)	ST	107	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	FedEx Corporation Common Stock (FDX)	ST	108	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	First Trust North American Energy Infrastructure Fund (EMLP)	EF	109	—	Dividends	$1,001 - $15,000	$201 - $1,000	—
SP	—	—	First Trust North American Energy Infrastructure Fund (EMLP)	EF	110	Beth IRA	Dividends	$1,001 - $15,000	$1 - $200	—
JT	—	—	First Trust North American Energy Infrastructure Fund (EMLP)	EF	111	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	First Trust North American Energy Infrastructure Fund (EMLP)	EF	112	IRA	Dividends	$1,001 - $15,000	$1 - $200	—
JT	—	—	Freeport-McMoRan, Inc. Common Stock (FCX)	ST	113	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Freeport-McMoRan, Inc. Common Stock (FCX)	ST	114	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	FullerThaler Behavioral Small-Cap Growth Fund Institutional Shares (FTXSX)	MF	115	—	Dividends	$1,001 - $15,000	None	—
—	—	—	FullerThaler Behavioral Small-Cap Growth Fund Institutional Shares (FTXSX)	MF	116	IRA	Dividends	$1,001 - $15,000	None	—
JT	—	—	FullerThaler Behavioral Small-Cap Growth Fund Institutional Shares (FTXSX)	MF	117	—	Dividends	$1,001 - $15,000	None	—
SP	—	—	FullerThaler Behavioral Small-Cap Growth Fund Institutional Shares (FTXSX)	MF	118	Beth IRA	Dividends	$1,001 - $15,000	None	—
JT	—	—	General Motors Company Common Stock (GM)	ST	119	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	General Motors Company Common Stock (GM)	ST	120	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Genworth Holdings, Inc.	CS	121	Sale of security.	Capital Gains	$15,001 - $50,000	$1,001 - $2,500	—
—	—	—	Goldman Sachs Group, Inc. (GS)	ST	122	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Goldman Sachs Group, Inc. (GS)	ST	123	—	Capital Gains	$1 - $1,000	$201 - $1,000	—
JT	—	—	Goldman Sachs Group, Inc. (GS)	ST	124	—	Dividends	$1,001 - $15,000	$1 - $200	—
JT	—	—	Hilton Worldwide Holdings Inc. Common Stock (HLT)	ST	125	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Hilton Worldwide Holdings Inc. Common Stock (HLT)	ST	126	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Ingersoll Rand Inc. Common Stock (IR)	ST	127	—	Dividends	$1,001 - $15,000	$1 - $200	—
JT	—	—	Ingersoll Rand Inc. Common Stock (IR)	ST	128	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Invesco S&P MidCap Quality ETF (XMHQ)	EF	129	—	Dividends	$1,001 - $15,000	$1 - $200	—
SP	—	—	Invesco S&P MidCap Quality ETF (XMHQ)	EF	130	Beth IRA	Dividends	$1,001 - $15,000	$1 - $200	—
JT	—	—	Invesco S&P MidCap Quality ETF (XMHQ)	EF	131	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Invesco S&P MidCap Quality ETF (XMHQ)	EF	132	IRA	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	iShares Expanded Tech-Software Sector ETF (IGV)	EF	133	IRA	Dividends	$1,001 - $15,000	None	—
JT	—	—	iShares Expanded Tech-Software Sector ETF (IGV)	EF	134	—	Dividends	$1,001 - $15,000	None	—
SP	—	—	iShares Expanded Tech-Software Sector ETF (IGV)	EF	135	Beth IRA	Dividends	$1,001 - $15,000	None	—
—	—	—	iShares Expanded Tech-Software Sector ETF (IGV)	EF	136	—	Dividends	$1,001 - $15,000	None	—
JT	—	—	Johnson Controls International plc Ordinary Share (JCI)	ST	137	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Johnson Controls International plc Ordinary Share (JCI)	ST	138	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Kroger Company (KR)	ST	139	—	Dividends	$1,001 - $15,000	$1 - $200	—
SP	—	—	Kroger Company (KR)	ST	140	Beth IRA	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Kroger Company (KR)	ST	141	IRA	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	Pawley's Island/Georgetown, SC, US	Litchfield By the Sea Property, 100% Interest	OL	142	Vacation home	None	$50,001 - $100,000	—	—
—	—	—	McKesson Corporation Common Stock (MCK)	ST	143	—	Dividends	$1,001 - $15,000	$1 - $200	—
JT	—	—	McKesson Corporation Common Stock (MCK)	ST	144	—	Dividends	$1,001 - $15,000	$1 - $200	—
JT	—	—	Microsoft Corporation - Common Stock (MSFT)	ST	145	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Microsoft Corporation - Common Stock (MSFT)	ST	146	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Microsoft Corporation - Common Stock (MSFT)	ST	147	IRA	Dividends	$1,001 - $15,000	$1 - $200	—
SP	—	—	Microsoft Corporation - Common Stock (MSFT)	ST	148	Beth IRA	Dividends	$1,001 - $15,000	$1 - $200	—
SP	—	—	NextEra Energy, Inc. Common Stock (NEE)	ST	149	Beth IRA	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	NextEra Energy, Inc. Common Stock (NEE)	ST	150	IRA	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	NextEra Energy, Inc. Common Stock (NEE)	ST	151	—	Dividends	$1,001 - $15,000	$201 - $1,000	—
JT	—	—	NextEra Energy, Inc. Common Stock (NEE)	ST	152	—	Dividends	$1,001 - $15,000	$1 - $200	—
JT	—	Indian Trail/Union County, NC, US	Nobel Productions, LLC, 100% Interest	OL	153	Partnership that handles sale of books written by spouse.	Partnership	$1,001 - $15,000	$1 - $200	—
—	—	—	Northrop Grumman Corporation Common Stock (NOC)	ST	154	—	Dividends	$1,001 - $15,000	$1 - $200	—
JT	—	—	Northrop Grumman Corporation Common Stock (NOC)	ST	155	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Novartis AG Common Stock (NVS)	ST	156	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Novartis AG Common Stock (NVS)	ST	157	IRA	Dividends	$1,001 - $15,000	$1 - $200	—
SP	—	—	Novartis AG Common Stock (NVS)	ST	158	Beth IRA	Dividends	$1,001 - $15,000	$1 - $200	—
JT	—	—	Novo Nordisk A/S Common Stock (NVO)	ST	159	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Novo Nordisk A/S Common Stock (NVO)	ST	160	—	Dividends	$1,001 - $15,000	$1 - $200	—
JT	—	—	NRG Energy, Inc. Common Stock (NRG)	ST	161	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	NRG Energy, Inc. Common Stock (NRG)	ST	162	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	NRG Energy, Inc. Common Stock (NRG)	ST	163	—	Capital Gains	$1,001 - $15,000	$201 - $1,000	—
—	—	—	Occidental Petroleum Corporation Common Stock (OXY)	ST	164	—	Dividends	$1,001 - $15,000	$1 - $200	—
SP	—	—	Occidental Petroleum Corporation Common Stock (OXY)	ST	165	Beth IRA	Dividends	$1 - $1,000	$1 - $200	—
—	—	—	Occidental Petroleum Corporation Common Stock (OXY)	ST	166	IRA	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Old Republic International Corporation Common Stock (ORI)	ST	167	IRA	Dividends	$1,001 - $15,000	$1 - $200	—
SP	—	—	Old Republic International Corporation Common Stock (ORI)	ST	168	Beth IRA	Dividends	$1 - $1,000	$1 - $200	—
—	—	—	Old Republic International Corporation Common Stock (ORI)	ST	169	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Oracle Corporation Common Stock (ORCL)	ST	170	—	Capital Gains	$1,001 - $15,000	$201 - $1,000	—
—	—	—	Philip Morris International Inc Common Stock (PM)	ST	171	—	Dividends	$15,001 - $50,000	$201 - $1,000	—
JT	—	—	Philip Morris International Inc Common Stock (PM)	ST	172	—	Dividends	$1,001 - $15,000	$1 - $200	—
SP	—	—	Philip Morris International Inc Common Stock (PM)	ST	173	Beth IRA	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Philip Morris International Inc Common Stock (PM)	ST	174	IRA	Dividends	$1,001 - $15,000	$201 - $1,000	—
JT	—	—	PPL Corporation Common Stock (PPL)	ST	175	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	PPL Corporation Common Stock (PPL)	ST	176	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Progressive Corporation (PGR)	ST	177	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Progressive Corporation (PGR)	ST	178	IRA	Dividends	$1,001 - $15,000	$1 - $200	—
SP	—	—	Progressive Corporation (PGR)	ST	179	Beth IRA	Dividends	$1,001 - $15,000	$1 - $200	—
JT	—	—	Prologis, Inc. Common Stock (PLD)	ST	180	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Prologis, Inc. Common Stock (PLD)	ST	181	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Provision Financial Services of NC Baptists, Inc.	BA	182	—	Interest	$15,001 - $50,000	$1,001 - $2,500	—
—	—	—	PulteGroup, Inc. Common Stock (PHM)	ST	183	—	Dividends	$1,001 - $15,000	$1 - $200	—
JT	—	—	PulteGroup, Inc. Common Stock (PHM)	ST	184	—	Dividends	$1,001 - $15,000	$1 - $200	—
JT	—	—	QUALCOMM Incorporated - Common Stock (QCOM)	ST	185	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	QUALCOMM Incorporated - Common Stock (QCOM)	ST	186	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Regeneron Pharmaceuticals, Inc. - Common Stock (REGN)	ST	187	—	Dividends	$1,001 - $15,000	$1 - $200	—
JT	—	—	Regeneron Pharmaceuticals, Inc. - Common Stock (REGN)	ST	188	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	RenaissanceRe Holdings Ltd. Common Stock (RNR)	ST	189	—	Dividends	$1,001 - $15,000	$1 - $200	—
SP	—	—	RenaissanceRe Holdings Ltd. Common Stock (RNR)	ST	190	Beth IRA	Dividends	$1 - $1,000	$1 - $200	—
—	—	—	RenaissanceRe Holdings Ltd. Common Stock (RNR)	ST	191	IRA	Dividends	$1,001 - $15,000	$1 - $200	—
SP	—	—	Salesforce, Inc. Common Stock (CRM)	ST	192	Beth IRA	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Salesforce, Inc. Common Stock (CRM)	ST	193	IRA	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Salesforce, Inc. Common Stock (CRM)	ST	194	—	Dividends	$1,001 - $15,000	$1 - $200	—
JT	—	—	Sanofi - American Depositary Shares (SNY)	ST	195	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Sanofi - American Depositary Shares (SNY)	ST	196	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Seagate Technology Holdings PLC - Ordinary Shares (STX)	ST	197	—	Dividends	$1,001 - $15,000	$1 - $200	—
JT	—	—	Seagate Technology Holdings PLC - Ordinary Shares (STX)	ST	198	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Seagate Technology Holdings PLC - Ordinary Shares (STX)	ST	199	—	Capital Gains	$1,001 - $15,000	$1,001 - $2,500	—
SP	—	—	ServiceNow, Inc. Common Stock (NOW)	ST	200	Beth IRA	Dividends	$1,001 - $15,000	None	—
—	—	—	ServiceNow, Inc. Common Stock (NOW)	ST	201	IRA	Dividends	$1,001 - $15,000	None	—
—	—	—	ServiceNow, Inc. Common Stock (NOW)	ST	202	—	Dividends	$1,001 - $15,000	None	—
—	—	—	Snowflake Inc. Common Stock (SNOW)	ST	203	—	Dividends	$1,001 - $15,000	None	—
—	—	—	Snowflake Inc. Common Stock (SNOW)	ST	204	IRA	Dividends	$1 - $1,000	None	—
SP	—	—	Snowflake Inc. Common Stock (SNOW)	ST	205	Beth IRA	Dividends	$1 - $1,000	None	—
—	—	—	Southwest Airlines Company Common Stock (LUV)	ST	206	—	Dividends	$1,001 - $15,000	$1 - $200	—
JT	—	—	Southwest Airlines Company Common Stock (LUV)	ST	207	—	Dividends	$1,001 - $15,000	$1 - $200	—
SP	—	—	State Employee Credit Union - Beth Checking	BA	208	—	Interest	$15,001 - $50,000	$1 - $200	—
SP	—	—	State Employee Credit Union - Beth MMA	BA	209	—	Interest	$15,001 - $50,000	$201 - $1,000	—
SP	—	—	State Employee Credit Union - Beth Savings	BA	210	—	Interest	$1 - $1,000	$1 - $200	—
—	—	—	State Employee Credit Union - Mark MMA	BA	211	—	Interest	$1 - $1,000	$1 - $200	—
—	—	—	State Employee Credit Union - Mark Savings	BA	212	—	Interest	$1 - $1,000	$1 - $200	—
—	—	—	State Street Energy Select Sector SPDR ETF (XLE)	EF	213	—	Dividends	$1,001 - $15,000	$201 - $1,000	—
SP	—	—	State Street Energy Select Sector SPDR ETF (XLE)	EF	214	Beth IRA	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	State Street Energy Select Sector SPDR ETF (XLE)	EF	215	IRA	Dividends	$1,001 - $15,000	$1 - $200	—
JT	—	—	State Street Energy Select Sector SPDR ETF (XLE)	EF	216	—	Dividends	$1,001 - $15,000	$1 - $200	—
JT	—	—	State Street Financial Select Sector SPDR ETF (XLF)	EF	217	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	State Street Financial Select Sector SPDR ETF (XLF)	EF	218	IRA	Dividends	$1,001 - $15,000	$1 - $200	—
SP	—	—	State Street Financial Select Sector SPDR ETF (XLF)	EF	219	Beth IRA	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	State Street Financial Select Sector SPDR ETF (XLF)	EF	220	—	Dividends	$15,001 - $50,000	$201 - $1,000	—
—	—	—	State Street Industrial Select Sector SPDR ETF (XLI)	EF	221	—	Dividends	$15,001 - $50,000	$201 - $1,000	—
SP	—	—	State Street Industrial Select Sector SPDR ETF (XLI)	EF	222	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	State Street Industrial Select Sector SPDR ETF (XLI)	EF	223	IRA	Dividends	$1,001 - $15,000	$1 - $200	—
JT	—	—	State Street Industrial Select Sector SPDR ETF (XLI)	EF	224	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	State Street Utilities Select Sector SPDR ETF (XLU)	EF	225	—	Capital Gains	$1,001 - $15,000	$201 - $1,000	—
—	—	—	State Street Utilities Select Sector SPDR ETF (XLU)	EF	226	—	Capital Gains	$1,001 - $15,000	$201 - $1,000	—
—	—	—	State Street Utilities Select Sector SPDR ETF (XLU)	EF	227	—	Capital Gains	$1,001 - $15,000	$201 - $1,000	—
—	—	—	T-Mobile US, Inc. (TMUS)	ST	228	—	Dividends	$1,001 - $15,000	$1 - $200	—
JT	—	—	T-Mobile US, Inc. (TMUS)	ST	229	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	The Cigna Group Common Stock (CI)	ST	230	—	Dividends	$1,001 - $15,000	$201 - $1,000	—
—	—	—	The Cigna Group Common Stock (CI)	ST	231	IRA	Dividends	$1,001 - $15,000	$1 - $200	—
SP	—	—	The Cigna Group Common Stock (CI)	ST	232	Beth IRA	Dividends	$1,001 - $15,000	$1 - $200	—
JT	—	—	Thermo Fisher Scientific Inc Common Stock (TMO)	ST	233	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Thermo Fisher Scientific Inc Common Stock (TMO)	ST	234	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	United Rentals, Inc. Common Stock (URI)	ST	235	—	Dividends	$1,001 - $15,000	$1 - $200	—
JT	—	—	United Rentals, Inc. Common Stock (URI)	ST	236	—	Dividends	$1,001 - $15,000	$1 - $200	—
JT	—	—	UnitedHealth Group Incorporated Common Stock (UNH)	ST	237	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	UnitedHealth Group Incorporated Common Stock (UNH)	ST	238	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Valero Energy Corporation Common Stock (VLO)	ST	239	—	Dividends	$1,001 - $15,000	$1 - $200	—
JT	—	—	Valero Energy Corporation Common Stock (VLO)	ST	240	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Vanguard Russell 1000 Growth ETF (VONG)	EF	241	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Vanguard Russell 1000 Growth ETF (VONG)	EF	242	IRA	Dividends	$1,001 - $15,000	$1 - $200	—
SP	—	—	Vanguard Russell 1000 Growth ETF (VONG)	EF	243	Beth IRA	Dividends	$1,001 - $15,000	$1 - $200	—
JT	—	—	Vanguard Russell 1000 Value ETF (VONV)	EF	244	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Vanguard Russell 1000 Value ETF (VONV)	EF	245	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Verizon Communications Inc. Common Stock (VZ)	ST	246	—	Dividends	$1,001 - $15,000	$201 - $1,000	—
—	—	—	Verizon Communications Inc. Common Stock (VZ)	ST	247	IRA	Dividends	$1,001 - $15,000	$201 - $1,000	—
SP	—	—	Verizon Communications Inc. Common Stock (VZ)	ST	248	Beth IRA	Dividends	$1,001 - $15,000	$201 - $1,000	—
—	—	—	Walmart Inc. - Common Stock (WMT)	ST	249	—	Dividends	$1,001 - $15,000	$1 - $200	—
JT	—	—	Walmart Inc. - Common Stock (WMT)	ST	250	—	Dividends	$1,001 - $15,000	$1 - $200	—
JT	—	—	Wells Fargo Checking	BA	251	—	Interest	$1,001 - $15,000	$1 - $200	—
SP	—	—	Workday, Inc. - Class A Common Stock (WDAY)	ST	252	Beth IRA	Dividends	$1 - $1,000	None	—
—	—	—	Workday, Inc. - Class A Common Stock (WDAY)	ST	253	IRA	Dividends	$1,001 - $15,000	None	—
—	—	—	Workday, Inc. - Class A Common Stock (WDAY)	ST	254	—	Dividends	$1,001 - $15,000	None	—
—	—	—	Xcel Energy Inc. (XEL)	ST	255	—	Dividends	$1,001 - $15,000	$1 - $200	—
—	—	—	Xcel Energy Inc. (XEL)	ST	256	IRA	Dividends	$1,001 - $15,000	$1 - $200	—
SP	—	—	Xcel Energy Inc. (XEL)	ST	257	Beth IRA	Dividends	$1,001 - $15,000	$1 - $200	—

liabilities (2)

debtor	comment	creditor	incurred	location	rate term	row number	amount range	liability type
JT	—	Blue Harbor Bank	July 2024	—	—	1	$100,001 - $250,000	Home Mortgage
JT	—	Rocket Mortgage	April 2021	—	—	2	$250,001 - $500,000	Home Mortgage

Original filing document