Byron Donalds
U.S. Representative, Florida district 19 (FL19)
Latest disclosure September 15, 2026: Periodic transaction report, filing 20035420.
Everything below is as of the disclosure date of the filing it came from, not live. Members report trades up to 45 days after they happen.
Holdings
From Annual report (FD Original) for 2025, filing 10075306.
As of August 13, 2026, the date it was filed.
Sorted by the lower bound of the disclosed value band, largest band first.
| Ticker | Asset | Owner | Value band | Source |
|---|---|---|---|---|
| TLXIX | Optima Ed, Inc 401k ⇒ Nuveen Lifecycle Index 2045 Fund R6 (TLXIX) MF | Spouse | $100,001 - $250,000 | p. 6 |
| PH | Moran Wealth IRA ⇒ Parker-Hannifin Corporation (PH) ST | Member | $15,001 - $50,000 | p. 4 |
| GOOG | Moran Wealth IRA ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) ST | Member | $1,001 - $15,000 | p. 1 |
| GOOG | Moran Wealth IRA ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) ST | Spouse | $1,001 - $15,000 | p. 1 |
| AMZN | Moran Wealth IRA ⇒ Amazon.com, Inc. - Common Stock (AMZN) ST | Spouse | $1,001 - $15,000 | p. 1 |
| AMZN | Moran Wealth IRA ⇒ Amazon.com, Inc. - Common Stock (AMZN) ST | Member | $1,001 - $15,000 | p. 1 |
| APH | Moran Wealth IRA ⇒ Amphenol Corporation Common Stock (APH) ST | Spouse | $1,001 - $15,000 | p. 1 |
| APH | Moran Wealth IRA ⇒ Amphenol Corporation Common Stock (APH) ST | Member | $1,001 - $15,000 | p. 1 |
| ANET | Moran Wealth IRA ⇒ Arista Networks, Inc. Common Stock (ANET) ST | Spouse | $1,001 - $15,000 | p. 2 |
| ANET | Moran Wealth IRA ⇒ Arista Networks, Inc. Common Stock (ANET) ST | Member | $1,001 - $15,000 | p. 2 |
| ADSK | Moran Wealth IRA ⇒ Autodesk, Inc. - Common Stock (ADSK) ST | Spouse | $1,001 - $15,000 | p. 2 |
| ADSK | Moran Wealth IRA ⇒ Autodesk, Inc. - Common Stock (ADSK) ST | Member | $1,001 - $15,000 | p. 2 |
| AVGO | Moran Wealth IRA ⇒ Broadcom Inc. - Common Stock (AVGO) ST | Spouse | $1,001 - $15,000 | p. 2 |
| AVGO | Moran Wealth IRA ⇒ Broadcom Inc. - Common Stock (AVGO) ST | Member | $1,001 - $15,000 | p. 2 |
| BRO | Moran Wealth IRA ⇒ Brown & Brown, Inc. Common Stock (BRO) ST | Spouse | $1,001 - $15,000 | p. 2 |
| BRO | Moran Wealth IRA ⇒ Brown & Brown, Inc. Common Stock (BRO) ST | Member | $1,001 - $15,000 | p. 2 |
| CDNS | Moran Wealth IRA ⇒ Cadence Design Systems, Inc. (CDNS) ST | Spouse | $1,001 - $15,000 | p. 2 |
| CDNS | Moran Wealth IRA ⇒ Cadence Design Systems, Inc. (CDNS) ST | Member | $1,001 - $15,000 | p. 2 |
| CCL | Moran Wealth IRA ⇒ Carnival Corporation Ltd. Common Shares (CCL) ST | Spouse | $1,001 - $15,000 | p. 2 |
| CCL | Moran Wealth IRA ⇒ Carnival Corporation Ltd. Common Shares (CCL) ST | Member | $1,001 - $15,000 | p. 2 |
| CMG | Moran Wealth IRA ⇒ Chipotle Mexican Grill, Inc. Common Stock (CMG) ST | Spouse | $1,001 - $15,000 | p. 3 |
| CMG | Moran Wealth IRA ⇒ Chipotle Mexican Grill, Inc. Common Stock (CMG) ST | Member | $1,001 - $15,000 | p. 3 |
| FIX | Moran Wealth IRA ⇒ Comfort Systems USA, Inc. Common Stock (FIX) ST | Spouse | $1,001 - $15,000 | p. 3 |
| FIX | Moran Wealth IRA ⇒ Comfort Systems USA, Inc. Common Stock (FIX) ST | Member | $1,001 - $15,000 | p. 3 |
| FTNT | Moran Wealth IRA ⇒ Fortinet, Inc. - Common Stock (FTNT) ST | Spouse | $1,001 - $15,000 | p. 3 |
| FTNT | Moran Wealth IRA ⇒ Fortinet, Inc. - Common Stock (FTNT) ST | Member | $1,001 - $15,000 | p. 3 |
| HWM | Moran Wealth IRA ⇒ Howmet Aerospace Inc. (HWM) ST | Spouse | $1,001 - $15,000 | p. 3 |
| HWM | Moran Wealth IRA ⇒ Howmet Aerospace Inc. (HWM) ST | Member | $1,001 - $15,000 | p. 3 |
| IDXX | Moran Wealth IRA ⇒ IDEXX Laboratories, Inc. - Common Stock (IDXX) ST | Spouse | $1,001 - $15,000 | p. 3 |
| IDXX | Moran Wealth IRA ⇒ IDEXX Laboratories, Inc. - Common Stock (IDXX) ST | Member | $1,001 - $15,000 | p. 3 |
| INTU | Moran Wealth IRA ⇒ Intuit Inc. (INTU) ST | Member | $1,001 - $15,000 | p. 3 |
| INTU | Moran Wealth IRA ⇒ Intuit Inc. (INTU) ST | Spouse | $1,001 - $15,000 | p. 3 |
| LRCX | Moran Wealth IRA ⇒ Lam Research Corporation - Common Stock (LRCX) ST | Member | $1,001 - $15,000 | p. 3 |
| LRCX | Moran Wealth IRA ⇒ Lam Research Corporation - Common Stock (LRCX) ST | Spouse | $1,001 - $15,000 | p. 4 |
| MA | Moran Wealth IRA ⇒ Mastercard Incorporated (MA) ST | Member | $1,001 - $15,000 | p. 4 |
| MA | Moran Wealth IRA ⇒ Mastercard Incorporated (MA) ST | Spouse | $1,001 - $15,000 | p. 4 |
| MCK | Moran Wealth IRA ⇒ McKesson Corporation Common Stock (MCK) ST | Spouse | $1,001 - $15,000 | p. 4 |
| MCK | Moran Wealth IRA ⇒ McKesson Corporation Common Stock (MCK) ST | Member | $1,001 - $15,000 | p. 4 |
| META | Moran Wealth IRA ⇒ Meta Platforms, Inc. - Class A Common Stock (META) ST | Spouse | $1,001 - $15,000 | p. 4 |
| META | Moran Wealth IRA ⇒ Meta Platforms, Inc. - Class A Common Stock (META) ST | Member | $1,001 - $15,000 | p. 4 |
| MSFT | Moran Wealth IRA ⇒ Microsoft Corporation - Common Stock (MSFT) ST | Spouse | $1,001 - $15,000 | p. 4 |
| MSFT | Moran Wealth IRA ⇒ Microsoft Corporation - Common Stock (MSFT) ST | Member | $1,001 - $15,000 | p. 4 |
| MPWR | Moran Wealth IRA ⇒ Monolithic Power Systems, Inc. (MPWR) ST | Member | $1,001 - $15,000 | p. 4 |
| MPWR | Moran Wealth IRA ⇒ Monolithic Power Systems, Inc. (MPWR) ST | Spouse | $1,001 - $15,000 | p. 4 |
| NVDA | Moran Wealth IRA ⇒ NVIDIA Corporation - Common Stock (NVDA) ST | Member | $1,001 - $15,000 | p. 4 |
| NVDA | Moran Wealth IRA ⇒ NVIDIA Corporation - Common Stock (NVDA) ST | Spouse | $1,001 - $15,000 | p. 4 |
| PH | Moran Wealth IRA ⇒ Parker-Hannifin Corporation (PH) ST | Spouse | $1,001 - $15,000 | p. 5 |
| PYPL | Moran Wealth IRA ⇒ PayPal Holdings, Inc. - Common Stock (PYPL) ST | Member | $1,001 - $15,000 | p. 5 |
| PYPL | Moran Wealth IRA ⇒ PayPal Holdings, Inc. - Common Stock (PYPL) ST | Spouse | $1,001 - $15,000 | p. 5 |
| PGR | Moran Wealth IRA ⇒ Progressive Corporation (PGR) ST | Member | $1,001 - $15,000 | p. 5 |
| PGR | Moran Wealth IRA ⇒ Progressive Corporation (PGR) ST | Spouse | $1,001 - $15,000 | p. 5 |
| TTD | Moran Wealth IRA ⇒ The Trade Desk, Inc. - Class A Common Stock (TTD) ST | Member | $1,001 - $15,000 | p. 5 |
| TTD | Moran Wealth IRA ⇒ The Trade Desk, Inc. - Class A Common Stock (TTD) ST | Spouse | $1,001 - $15,000 | p. 5 |
| TW | Moran Wealth IRA ⇒ Tradeweb Markets Inc. - Class A Common Stock (TW) ST | Member | $1,001 - $15,000 | p. 5 |
| TW | Moran Wealth IRA ⇒ Tradeweb Markets Inc. - Class A Common Stock (TW) ST | Spouse | $1,001 - $15,000 | p. 5 |
| TT | Moran Wealth IRA ⇒ Trane Technologies plc (TT) ST | Member | $1,001 - $15,000 | p. 5 |
| TT | Moran Wealth IRA ⇒ Trane Technologies plc (TT) ST | Spouse | $1,001 - $15,000 | p. 5 |
| V | Moran Wealth IRA ⇒ Visa Inc. (V) ST | Member | $1,001 - $15,000 | p. 5 |
| V | Moran Wealth IRA ⇒ Visa Inc. (V) ST | Spouse | $1,001 - $15,000 | p. 5 |
| ZTS | Moran Wealth IRA ⇒ Zoetis Inc. Class A (ZTS) ST | Member | $1,001 - $15,000 | p. 5 |
| ZTS | Moran Wealth IRA ⇒ Zoetis Inc. Class A (ZTS) ST | Spouse | $1,001 - $15,000 | p. 6 |
7 other assets on this report (bank accounts, real property, retirement plans, private businesses and similar) are not securities and are not listed here. They are on the filing.
Transactions
Every row on this member's periodic transaction reports filed in 2025 and 2026.
Sorted by the lower bound of the disclosed amount band, largest band first, then by transaction date, newest first. Each row links to the page of the filing it came from.
| Ticker | Asset | Owner | Type | Transaction date | Amount band | Filed |
|---|---|---|---|---|---|---|
| none | Bitcoin (CRYPTO:BTC) CT | Spouse | P | December 18, 2025 | $50,001 - $100,000 | January 9, 2026 filing 20033780, p. 1 |
| BTC | Bitcoin (BTC) CT | Member | P | December 18, 2025 | $50,001 - $100,000 | January 7, 2026 filing 20033747, p. 1 |
| NFLX | Netflix, Inc. - Common Stock (NFLX) ST | Spouse | P | August 12, 2026 | $1,001 - $15,000 | September 15, 2026 filing 20035420, p. 1 |
| NFLX | Netflix, Inc. - Common Stock (NFLX) ST | Member | P | August 12, 2026 | $1,001 - $15,000 | September 15, 2026 filing 20035420, p. 1 |
| HWM | Howmet Aerospace Inc. Common Stock (HWM) ST | Member | S (partial) | August 11, 2026 | $1,001 - $15,000 | September 15, 2026 filing 20035420, p. 1 |
| HWM | Howmet Aerospace Inc. Common Stock (HWM) ST | Spouse | S (partial) | August 11, 2026 | $1,001 - $15,000 | September 15, 2026 filing 20035420, p. 1 |
| PH | Parker-Hannifin Corporation Common Stock (PH) ST | Member | S (partial) | August 11, 2026 | $1,001 - $15,000 | September 15, 2026 filing 20035420, p. 1 |
| PH | Parker-Hannifin Corporation Common Stock (PH) ST | Spouse | S (partial) | August 11, 2026 | $1,001 - $15,000 | September 15, 2026 filing 20035420, p. 1 |
| ZTS | Zoetis Inc. Class A Common Stock (ZTS) ST | Member | P | June 9, 2026 | $1,001 - $15,000 | July 15, 2026 filing 20034968, p. 1 |
| ZTS | Zoetis Inc. Class A Common Stock (ZTS) ST | Spouse | P | June 9, 2026 | $1,001 - $15,000 | July 15, 2026 filing 20034968, p. 1 |
| CDNS | Cadence Design Systems, Inc. - Common Stock (CDNS) ST | Member | S (partial) | June 5, 2026 | $1,001 - $15,000 | July 15, 2026 filing 20034968, p. 1 |
| CDNS | Cadence Design Systems, Inc. - Common Stock (CDNS) ST | Spouse | S (partial) | June 5, 2026 | $1,001 - $15,000 | July 15, 2026 filing 20034968, p. 1 |
| MPWR | Monolithic Power Systems, Inc. - Common Stock (MPWR) ST | Spouse | S (partial) | June 5, 2026 | $1,001 - $15,000 | July 15, 2026 filing 20034968, p. 1 |
| MPWR | Monolithic Power Systems, Inc. - Common Stock (MPWR) ST | Member | S (partial) | June 5, 2026 | $1,001 - $15,000 | July 15, 2026 filing 20034968, p. 1 |
| CMG | Chipotle Mexican Grill, Inc. Common Stock (CMG) ST | Member | S | April 2, 2026 | $1,001 - $15,000 | May 13, 2026 filing 20034478, p. 1 |
| CMG | Chipotle Mexican Grill, Inc. Common Stock (CMG) ST | Spouse | S | April 2, 2026 | $1,001 - $15,000 | May 13, 2026 filing 20034478, p. 1 |
| LLY | Eli Lilly and Company Common Stock (LLY) ST | Spouse | P | April 2, 2026 | $1,001 - $15,000 | May 13, 2026 filing 20034478, p. 1 |
| LLY | Eli Lilly and Company Common Stock (LLY) ST | Member | P | April 2, 2026 | $1,001 - $15,000 | May 13, 2026 filing 20034478, p. 1 |
| INTU | Intuit Inc. - Common Stock (INTU) ST | Member | S | April 2, 2026 | $1,001 - $15,000 | May 13, 2026 filing 20034478, p. 1 |
| INTU | Intuit Inc. - Common Stock (INTU) ST | Spouse | S | April 2, 2026 | $1,001 - $15,000 | May 13, 2026 filing 20034478, p. 1 |
| MRVL | Marvell Technology, Inc. - Common Stock (MRVL) ST | Spouse | P | April 2, 2026 | $1,001 - $15,000 | May 13, 2026 filing 20034478, p. 2 |
| MRVL | Marvell Technology, Inc. - Common Stock (MRVL) ST | Member | P | April 2, 2026 | $1,001 - $15,000 | May 13, 2026 filing 20034478, p. 2 |
| NFLX | Netflix, Inc. - Common Stock (NFLX) ST | Member | P | March 20, 2026 | $1,001 - $15,000 | April 8, 2026 filing 20034297, p. 1 |
| NFLX | Netflix, Inc. - Common Stock (NFLX) ST | Spouse | P | March 20, 2026 | $1,001 - $15,000 | April 8, 2026 filing 20034297, p. 1 |
| TTD | The Trade Desk, Inc. - Class A Common Stock (TTD) ST | Member | S | March 20, 2026 | $1,001 - $15,000 | April 8, 2026 filing 20034297, p. 1 |
| TTD | The Trade Desk, Inc. - Class A Common Stock (TTD) ST | Spouse | S | March 20, 2026 | $1,001 - $15,000 | April 8, 2026 filing 20034297, p. 1 |
| PYPL | PayPal Holdings, Inc. - Common Stock (PYPL) ST | Member | P | March 13, 2026 | $1,001 - $15,000 | April 8, 2026 filing 20034297, p. 1 |
| PYPL | PayPal Holdings, Inc. - Common Stock (PYPL) ST | Spouse | P | March 13, 2026 | $1,001 - $15,000 | April 8, 2026 filing 20034297, p. 1 |
| BRO | Brown & Brown, Inc. Common Stock (BRO) ST | Member | S | February 10, 2026 | $1,001 - $15,000 | March 6, 2026 filing 20034134, p. 1 |
| BRO | Brown & Brown, Inc. Common Stock (BRO) ST | Spouse | S | February 10, 2026 | $1,001 - $15,000 | March 6, 2026 filing 20034134, p. 1 |
| PYPL | PayPal Holdings, Inc. - Common Stock (PYPL) ST | Spouse | S | February 10, 2026 | $1,001 - $15,000 | March 6, 2026 filing 20034134, p. 1 |
| PYPL | PayPal Holdings, Inc. - Common Stock (PYPL) ST | Member | S | February 10, 2026 | $1,001 - $15,000 | March 6, 2026 filing 20034134, p. 1 |
| NOW | ServiceNow, Inc. Common Stock (NOW) ST | Member | P | February 10, 2026 | $1,001 - $15,000 | March 6, 2026 filing 20034134, p. 1 |
| NOW | ServiceNow, Inc. Common Stock (NOW) ST | Spouse | P | February 10, 2026 | $1,001 - $15,000 | March 6, 2026 filing 20034134, p. 1 |
| TTD | The Trade Desk, Inc. - Class A Common Stock (TTD) ST | Spouse | P | February 10, 2026 | $1,001 - $15,000 | March 6, 2026 filing 20034134, p. 2 |
| TTD | The Trade Desk, Inc. - Class A Common Stock (TTD) ST | Member | P | February 10, 2026 | $1,001 - $15,000 | March 6, 2026 filing 20034134, p. 2 |
| none | Bitcoin (CRYPTO:BTC) CT | Spouse | P | January 8, 2026 | $1,001 - $15,000 | February 12, 2026 filing 20033981, p. 1 |
| HWM | Howmet Aerospace Inc. Common Stock (HWM) ST | Member | S (partial) | January 8, 2026 | $1,001 - $15,000 | February 12, 2026 filing 20033981, p. 1 |
| PH | Parker-Hannifin Corporation Common Stock (PH) ST | Member | S (partial) | January 8, 2026 | $1,001 - $15,000 | February 12, 2026 filing 20033981, p. 1 |
| TTD | The Trade Desk, Inc. - Class A Common Stock (TTD) ST | Member | S | January 8, 2026 | $1,001 - $15,000 | February 12, 2026 filing 20033981, p. 1 |
| TTD | The Trade Desk, Inc. - Class A Common Stock (TTD) ST | Spouse | S | January 8, 2026 | $1,001 - $15,000 | February 12, 2026 filing 20033981, p. 1 |
| ABT | Abbott Laboratories Common Stock (ABT) ST | Member | S | December 4, 2025 | $1,001 - $15,000 | January 7, 2026 filing 20033747, p. 1 |
| ABT | Abbott Laboratories Common Stock (ABT) ST | Spouse | S | December 4, 2025 | $1,001 - $15,000 | January 7, 2026 filing 20033747, p. 1 |
| FIX | Comfort Systems USA, Inc. Common Stock (FIX) ST | Member | P | December 4, 2025 | $1,001 - $15,000 | January 7, 2026 filing 20033747, p. 1 |
| FIX | Comfort Systems USA, Inc. Common Stock (FIX) ST | Spouse | P | December 4, 2025 | $1,001 - $15,000 | January 7, 2026 filing 20033747, p. 1 |
| BRO | Brown & Brown, Inc. Common Stock (BRO) ST | Member | P | October 24, 2025 | $1,001 - $15,000 | November 18, 2025 filing 20033491, p. 1 |
| PGR | Progressive Corporation (PGR) ST | Member | P | October 24, 2025 | $1,001 - $15,000 | November 18, 2025 filing 20033491, p. 2 |
| V | Visa Inc. (V) ST | Spouse | P | October 24, 2025 | $1,001 - $15,000 | November 18, 2025 filing 20033491, p. 3 |
| HWM | Howmet Aerospace Inc. Common Stock (HWM) ST | Member | S (partial) | October 23, 2025 | $1,001 - $15,000 | November 18, 2025 filing 20033491, p. 2 |
| HWM | Howmet Aerospace Inc. Common Stock (HWM) ST | Spouse | S (partial) | October 23, 2025 | $1,001 - $15,000 | November 18, 2025 filing 20033491, p. 2 |
| BRO | Brown & Brown, Inc. Common Stock (BRO) ST | Member | P | October 9, 2025 | $1,001 - $15,000 | November 18, 2025 filing 20033491, p. 1 |
| BRO | Brown & Brown, Inc. Common Stock (BRO) ST | Spouse | P | October 9, 2025 | $1,001 - $15,000 | November 18, 2025 filing 20033491, p. 1 |
| CCL | Carnival Corporation Common Stock (CCL) ST | Member | P | October 9, 2025 | $1,001 - $15,000 | November 18, 2025 filing 20033491, p. 1 |
| CCL | Carnival Corporation Common Stock (CCL) ST | Spouse | P | October 9, 2025 | $1,001 - $15,000 | November 18, 2025 filing 20033491, p. 1 |
| CMG | Chipotle Mexican Grill, Inc. Common Stock (CMG) ST | Member | P | October 9, 2025 | $1,001 - $15,000 | November 18, 2025 filing 20033491, p. 1 |
| CMG | Chipotle Mexican Grill, Inc. Common Stock (CMG) ST | Spouse | P | October 9, 2025 | $1,001 - $15,000 | November 18, 2025 filing 20033491, p. 2 |
| FTNT | Fortinet, Inc. - Common Stock (FTNT) ST | Spouse | P | October 9, 2025 | $1,001 - $15,000 | November 18, 2025 filing 20033491, p. 2 |
| FTNT | Fortinet, Inc. - Common Stock (FTNT) ST | Member | P | October 9, 2025 | $1,001 - $15,000 | November 18, 2025 filing 20033491, p. 2 |
| PGR | Progressive Corporation (PGR) ST | Spouse | P | October 9, 2025 | $1,001 - $15,000 | November 18, 2025 filing 20033491, p. 2 |
| PGR | Progressive Corporation (PGR) ST | Member | P | October 9, 2025 | $1,001 - $15,000 | November 18, 2025 filing 20033491, p. 2 |
| TTD | The Trade Desk, Inc. - Class A Common Stock (TTD) ST | Member | P | October 9, 2025 | $1,001 - $15,000 | November 18, 2025 filing 20033491, p. 2 |
| TTD | The Trade Desk, Inc. - Class A Common Stock (TTD) ST | Spouse | P | October 9, 2025 | $1,001 - $15,000 | November 18, 2025 filing 20033491, p. 2 |
| TW | Tradeweb Markets Inc. - Class A Common Stock (TW) ST | Spouse | P | October 9, 2025 | $1,001 - $15,000 | November 18, 2025 filing 20033491, p. 3 |
| TW | Tradeweb Markets Inc. - Class A Common Stock (TW) ST | Member | P | October 9, 2025 | $1,001 - $15,000 | November 18, 2025 filing 20033491, p. 3 |
| BRO | Brown & Brown, Inc. Common Stock (BRO) ST | Member | S | September 4, 2025 | $1,001 - $15,000 | October 7, 2025 filing 20032234, p. 1 |
| BRO | Brown & Brown, Inc. Common Stock (BRO) ST | Spouse | S | September 4, 2025 | $1,001 - $15,000 | October 7, 2025 filing 20032234, p. 1 |
| CMG | Chipotle Mexican Grill, Inc. Common Stock (CMG) ST | Spouse | S | September 4, 2025 | $1,001 - $15,000 | October 7, 2025 filing 20032234, p. 1 |
| CMG | Chipotle Mexican Grill, Inc. Common Stock (CMG) ST | Member | S | September 4, 2025 | $1,001 - $15,000 | October 7, 2025 filing 20032234, p. 1 |
| FI | Fiserv, Inc. Common Stock (FI) ST | Member | S | September 4, 2025 | $1,001 - $15,000 | October 7, 2025 filing 20032234, p. 1 |
| FI | Fiserv, Inc. Common Stock (FI) ST | Spouse | S | September 4, 2025 | $1,001 - $15,000 | October 7, 2025 filing 20032234, p. 1 |
| FTNT | Fortinet, Inc. - Common Stock (FTNT) ST | Spouse | S | September 4, 2025 | $1,001 - $15,000 | October 7, 2025 filing 20032234, p. 2 |
| FTNT | Fortinet, Inc. - Common Stock (FTNT) ST | Member | S | September 4, 2025 | $1,001 - $15,000 | October 7, 2025 filing 20032234, p. 2 |
| IDXX | IDEXX Laboratories, Inc. - Common Stock (IDXX) ST | Member | P | September 4, 2025 | $1,001 - $15,000 | October 7, 2025 filing 20032234, p. 2 |
| IDXX | IDEXX Laboratories, Inc. - Common Stock (IDXX) ST | Spouse | P | September 4, 2025 | $1,001 - $15,000 | October 7, 2025 filing 20032234, p. 2 |
| MOH | Molina Healthcare Inc Common Stock (MOH) ST | Spouse | S | September 4, 2025 | $1,001 - $15,000 | October 7, 2025 filing 20032234, p. 2 |
| MOH | Molina Healthcare Inc Common Stock (MOH) ST | Member | S | September 4, 2025 | $1,001 - $15,000 | October 7, 2025 filing 20032234, p. 2 |
| PGR | Progressive Corporation (PGR) ST | Member | S | September 4, 2025 | $1,001 - $15,000 | October 7, 2025 filing 20032234, p. 2 |
| PGR | Progressive Corporation (PGR) ST | Spouse | S | September 4, 2025 | $1,001 - $15,000 | October 7, 2025 filing 20032234, p. 2 |
| TTD | The Trade Desk, Inc. - Class A Common Stock (TTD) ST | Spouse | S | September 4, 2025 | $1,001 - $15,000 | October 7, 2025 filing 20032234, p. 2 |
| TTD | The Trade Desk, Inc. - Class A Common Stock (TTD) ST | Member | S | September 4, 2025 | $1,001 - $15,000 | October 7, 2025 filing 20032234, p. 2 |
| TW | Tradeweb Markets Inc. - Class A Common Stock (TW) ST | Member | S | September 4, 2025 | $1,001 - $15,000 | October 7, 2025 filing 20032234, p. 3 |
| TW | Tradeweb Markets Inc. - Class A Common Stock (TW) ST | Spouse | S | September 4, 2025 | $1,001 - $15,000 | October 7, 2025 filing 20032234, p. 3 |
| DECK | Deckers Outdoor Corporation (DECK) ST | Member | S | August 7, 2025 | $1,001 - $15,000 | September 5, 2025 filing 20032038, p. 1 |
| DECK | Deckers Outdoor Corporation (DECK) ST | Spouse | S | August 7, 2025 | $1,001 - $15,000 | September 5, 2025 filing 20032038, p. 1 |
| HWM | Howmet Aerospace Inc. Common Stock (HWM) ST | Member | S (partial) | August 7, 2025 | $1,001 - $15,000 | September 5, 2025 filing 20032038, p. 1 |
| LRCX | Lam Research Corporation - Common Stock (LRCX) ST | Spouse | P | August 7, 2025 | $1,001 - $15,000 | September 5, 2025 filing 20032038, p. 1 |
| LRCX | Lam Research Corporation - Common Stock (LRCX) ST | Member | P | August 7, 2025 | $1,001 - $15,000 | September 5, 2025 filing 20032038, p. 1 |
| APH | Amphenol Corporation Common Stock (APH) ST | Member | P | April 10, 2025 | $1,001 - $15,000 | May 24, 2025 filing 20030342, p. 1 |
| APH | Amphenol Corporation Common Stock (APH) ST | Spouse | P | April 10, 2025 | $1,001 - $15,000 | May 24, 2025 filing 20030342, p. 1 |
| NU | Nu Holdings Ltd. Class A Ordinary Shares (NU) ST | Spouse | S | April 10, 2025 | $1,001 - $15,000 | May 24, 2025 filing 20030342, p. 1 |
| NU | Nu Holdings Ltd. Class A Ordinary Shares (NU) ST | Member | S | April 10, 2025 | $1,001 - $15,000 | May 24, 2025 filing 20030342, p. 1 |
| REGN | Regeneron Pharmaceuticals, Inc. - Common Stock (REGN) ST | Member | S | April 10, 2025 | $1,001 - $15,000 | May 24, 2025 filing 20030342, p. 1 |
| REGN | Regeneron Pharmaceuticals, Inc. - Common Stock (REGN) ST | Spouse | S | April 10, 2025 | $1,001 - $15,000 | May 24, 2025 filing 20030342, p. 1 |
| V | Visa Inc. (V) ST | Spouse | P | April 10, 2025 | $1,001 - $15,000 | May 24, 2025 filing 20030342, p. 2 |
| V | Visa Inc. (V) ST | Member | P | April 10, 2025 | $1,001 - $15,000 | May 24, 2025 filing 20030342, p. 2 |
| ABT | Abbott Laboratories Common Stock (ABT) ST | Member | P | March 20, 2025 | $1,001 - $15,000 | April 14, 2025 filing 20029092, p. 1 |
| ABT | Abbott Laboratories Common Stock (ABT) ST | Spouse | P | March 20, 2025 | $1,001 - $15,000 | April 14, 2025 filing 20029092, p. 1 |
| AMZN | Amazon.com, Inc. - Common Stock (AMZN) ST | Spouse | P | March 20, 2025 | $1,001 - $15,000 | April 14, 2025 filing 20029092, p. 1 |
| AMZN | Amazon.com, Inc. - Common Stock (AMZN) ST | Member | P | March 20, 2025 | $1,001 - $15,000 | April 14, 2025 filing 20029092, p. 1 |
| ANET | Arista Networks, Inc. Common Stock (ANET) ST | Member | P | March 20, 2025 | $1,001 - $15,000 | April 14, 2025 filing 20029092, p. 1 |
| ANET | Arista Networks, Inc. Common Stock (ANET) ST | Spouse | P | March 20, 2025 | $1,001 - $15,000 | April 14, 2025 filing 20029092, p. 1 |
| ADSK | Autodesk, Inc. - Common Stock (ADSK) ST | Member | P | March 20, 2025 | $1,001 - $15,000 | April 14, 2025 filing 20029092, p. 2 |
| ADSK | Autodesk, Inc. - Common Stock (ADSK) ST | Spouse | P | March 20, 2025 | $1,001 - $15,000 | April 14, 2025 filing 20029092, p. 2 |
| AVGO | Broadcom Inc. - Common Stock (AVGO) ST | Spouse | P | March 20, 2025 | $1,001 - $15,000 | April 14, 2025 filing 20029092, p. 2 |
| AVGO | Broadcom Inc. - Common Stock (AVGO) ST | Member | P | March 20, 2025 | $1,001 - $15,000 | April 14, 2025 filing 20029092, p. 2 |
| BRO | Brown & Brown, Inc. Common Stock (BRO) ST | Member | P | March 20, 2025 | $1,001 - $15,000 | April 14, 2025 filing 20029092, p. 2 |
| BRO | Brown & Brown, Inc. Common Stock (BRO) ST | Spouse | P | March 20, 2025 | $1,001 - $15,000 | April 14, 2025 filing 20029092, p. 2 |
| CMG | Chipotle Mexican Grill, Inc. Common Stock (CMG) ST | Member | P | March 20, 2025 | $1,001 - $15,000 | April 14, 2025 filing 20029092, p. 2 |
| CMG | Chipotle Mexican Grill, Inc. Common Stock (CMG) ST | Spouse | P | March 20, 2025 | $1,001 - $15,000 | April 14, 2025 filing 20029092, p. 2 |
| DASH | DoorDash, Inc. - Common Stock (DASH) ST | Member | S | March 20, 2025 | $1,001 - $15,000 | April 14, 2025 filing 20029092, p. 3 |
| DASH | DoorDash, Inc. - Common Stock (DASH) ST | Spouse | S | March 20, 2025 | $1,001 - $15,000 | April 14, 2025 filing 20029092, p. 3 |
| EFX | Equifax, Inc. Common Stock (EFX) ST | Spouse | S | March 20, 2025 | $1,001 - $15,000 | April 14, 2025 filing 20029092, p. 3 |
| EFX | Equifax, Inc. Common Stock (EFX) ST | Member | S | March 20, 2025 | $1,001 - $15,000 | April 14, 2025 filing 20029092, p. 3 |
| FCNCA | First Citizens BancShares, Inc. - Class A Common Stock (FCNCA) ST | Member | S | March 20, 2025 | $1,001 - $15,000 | April 14, 2025 filing 20029092, p. 3 |
| FCNCA | First Citizens BancShares, Inc. - Class A Common Stock (FCNCA) ST | Spouse | S | March 20, 2025 | $1,001 - $15,000 | April 14, 2025 filing 20029092, p. 3 |
| FI | Fiserv, Inc. Common Stock (FI) ST | Member | P | March 20, 2025 | $1,001 - $15,000 | April 14, 2025 filing 20029092, p. 3 |
| FI | Fiserv, Inc. Common Stock (FI) ST | Spouse | P | March 20, 2025 | $1,001 - $15,000 | April 14, 2025 filing 20029092, p. 3 |
| IT | Gartner, Inc. Common Stock (IT) ST | Member | S | March 20, 2025 | $1,001 - $15,000 | April 14, 2025 filing 20029092, p. 3 |
| IT | Gartner, Inc. Common Stock (IT) ST | Spouse | S | March 20, 2025 | $1,001 - $15,000 | April 14, 2025 filing 20029092, p. 4 |
| GDDY | GoDaddy Inc. Class A Common Stock (GDDY) ST | Spouse | S | March 20, 2025 | $1,001 - $15,000 | April 14, 2025 filing 20029092, p. 4 |
| GDDY | GoDaddy Inc. Class A Common Stock (GDDY) ST | Member | S | March 20, 2025 | $1,001 - $15,000 | April 14, 2025 filing 20029092, p. 4 |
| JPM | JP Morgan Chase & Co. Common Stock (JPM) ST | Member | S | March 20, 2025 | $1,001 - $15,000 | April 14, 2025 filing 20029092, p. 4 |
| JPM | JP Morgan Chase & Co. Common Stock (JPM) ST | Spouse | S | March 20, 2025 | $1,001 - $15,000 | April 14, 2025 filing 20029092, p. 4 |
| MSCI | MSCI Inc. Common Stock (MSCI) ST | Spouse | S | March 20, 2025 | $1,001 - $15,000 | April 14, 2025 filing 20029092, p. 4 |
| MSCI | MSCI Inc. Common Stock (MSCI) ST | Member | S | March 20, 2025 | $1,001 - $15,000 | April 14, 2025 filing 20029092, p. 4 |
| NVO | Novo Nordisk A/S Common Stock (NVO) ST | Member | S | March 20, 2025 | $1,001 - $15,000 | April 14, 2025 filing 20029092, p. 4 |
| NVO | Novo Nordisk A/S Common Stock (NVO) ST | Spouse | S | March 20, 2025 | $1,001 - $15,000 | April 14, 2025 filing 20029092, p. 4 |
| PYPL | PayPal Holdings, Inc. - Common Stock (PYPL) ST | Spouse | P | March 20, 2025 | $1,001 - $15,000 | April 14, 2025 filing 20029092, p. 5 |
| PYPL | PayPal Holdings, Inc. - Common Stock (PYPL) ST | Member | P | March 20, 2025 | $1,001 - $15,000 | April 14, 2025 filing 20029092, p. 5 |
| PGR | Progressive Corporation (PGR) ST | Member | P | March 20, 2025 | $1,001 - $15,000 | April 14, 2025 filing 20029092, p. 5 |
| PGR | Progressive Corporation (PGR) ST | Spouse | P | March 20, 2025 | $1,001 - $15,000 | April 14, 2025 filing 20029092, p. 5 |
| HOOD | Robinhood Markets, Inc. - Class A Common Stock (HOOD) ST | Member | S | March 20, 2025 | $1,001 - $15,000 | April 14, 2025 filing 20029092, p. 5 |
| HOOD | Robinhood Markets, Inc. - Class A Common Stock (HOOD) ST | Spouse | S | March 20, 2025 | $1,001 - $15,000 | April 14, 2025 filing 20029092, p. 5 |
| TW | Tradeweb Markets Inc. - Class A Common Stock (TW) ST | Member | P | March 20, 2025 | $1,001 - $15,000 | April 14, 2025 filing 20029092, p. 6 |
| TW | Tradeweb Markets Inc. - Class A Common Stock (TW) ST | Spouse | P | March 20, 2025 | $1,001 - $15,000 | April 14, 2025 filing 20029092, p. 6 |
| VEEV | Veeva Systems Inc. Class A Common Stock (VEEV) ST | Spouse | S | March 20, 2025 | $1,001 - $15,000 | April 14, 2025 filing 20029092, p. 6 |
| VEEV | Veeva Systems Inc. Class A Common Stock (VEEV) ST | Member | S | March 20, 2025 | $1,001 - $15,000 | April 14, 2025 filing 20029092, p. 6 |
| VRTX | Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) ST | Member | S | March 20, 2025 | $1,001 - $15,000 | April 14, 2025 filing 20029092, p. 6 |
| VRTX | Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) ST | Spouse | S | March 20, 2025 | $1,001 - $15,000 | April 14, 2025 filing 20029092, p. 6 |
| CHE | Chemed Corp (CHE) ST | Spouse | S | March 6, 2025 | $1,001 - $15,000 | April 14, 2025 filing 20029092, p. 2 |
| CHE | Chemed Corp (CHE) ST | Member | S | March 6, 2025 | $1,001 - $15,000 | April 14, 2025 filing 20029092, p. 2 |
| HOOD | Robinhood Markets, Inc. - Class A Common Stock (HOOD) ST | Spouse | P | March 6, 2025 | $1,001 - $15,000 | April 14, 2025 filing 20029092, p. 5 |
| HOOD | Robinhood Markets, Inc. - Class A Common Stock (HOOD) ST | Member | P | March 6, 2025 | $1,001 - $15,000 | April 14, 2025 filing 20029092, p. 5 |
| TTD | The Trade Desk, Inc. - Class A Common Stock (TTD) ST | Member | P | March 6, 2025 | $1,001 - $15,000 | April 14, 2025 filing 20029092, p. 5 |
| TTD | The Trade Desk, Inc. - Class A Common Stock (TTD) ST | Spouse | P | March 6, 2025 | $1,001 - $15,000 | April 14, 2025 filing 20029092, p. 6 |
| DASH | DoorDash, Inc. - Common Stock (DASH) ST | Member | P | February 13, 2025 | $1,001 - $15,000 | March 25, 2025 filing 20027903, p. 1 |
| DASH | DoorDash, Inc. - Common Stock (DASH) ST | Spouse | P | February 13, 2025 | $1,001 - $15,000 | March 25, 2025 filing 20027903, p. 1 |
| FDS | FactSet Research Systems Inc. Common Stock (FDS) ST | Member | S | February 13, 2025 | $1,001 - $15,000 | March 25, 2025 filing 20027903, p. 1 |
| FDS | FactSet Research Systems Inc. Common Stock (FDS) ST | Spouse | S | February 13, 2025 | $1,001 - $15,000 | March 25, 2025 filing 20027903, p. 1 |
| FTNT | Fortinet, Inc. - Common Stock (FTNT) ST | Spouse | P | February 13, 2025 | $1,001 - $15,000 | March 25, 2025 filing 20027903, p. 1 |
| FTNT | Fortinet, Inc. - Common Stock (FTNT) ST | Member | P | February 13, 2025 | $1,001 - $15,000 | March 25, 2025 filing 20027903, p. 1 |
| LMT | Lockheed Martin Corporation Common Stock (LMT) ST | Member | S | February 13, 2025 | $1,001 - $15,000 | March 25, 2025 filing 20027903, p. 2 |
| LMT | Lockheed Martin Corporation Common Stock (LMT) ST | Spouse | S | February 13, 2025 | $1,001 - $15,000 | March 25, 2025 filing 20027903, p. 2 |
| FCNCA | First Citizens BancShares, Inc. - Class A Common Stock (FCNCA) ST | Member | P | January 21, 2025 | $1,001 - $15,000 | February 10, 2025 filing 20026712, p. 1 |
| FCNCA | First Citizens BancShares, Inc. - Class A Common Stock (FCNCA) ST | Spouse | P | January 21, 2025 | $1,001 - $15,000 | February 10, 2025 filing 20026712, p. 1 |
| GDDY | GoDaddy Inc. Class A Common Stock (GDDY) ST | Spouse | P | January 21, 2025 | $1,001 - $15,000 | February 10, 2025 filing 20026712, p. 1 |
| GDDY | GoDaddy Inc. Class A Common Stock (GDDY) ST | Member | P | January 21, 2025 | $1,001 - $15,000 | February 10, 2025 filing 20026712, p. 2 |
| RLI | RLI Corp. Common Stock (RLI) ST | Spouse | S | January 21, 2025 | $1,001 - $15,000 | February 10, 2025 filing 20026712, p. 2 |
| FCNCA | First Citizens BancShares, Inc. - Class A Common Stock (FCNCA) ST | Member | P | January 16, 2025 | $1,001 - $15,000 | February 10, 2025 filing 20026712, p. 1 |
| GDDY | GoDaddy Inc. Class A Common Stock (GDDY) ST | Member | P | January 16, 2025 | $1,001 - $15,000 | February 10, 2025 filing 20026712, p. 1 |
| GDDY | GoDaddy Inc. Class A Common Stock (GDDY) ST | Spouse | P | January 16, 2025 | $1,001 - $15,000 | February 10, 2025 filing 20026712, p. 1 |
| MRK | Merck & Company, Inc. Common Stock (MRK) ST | Member | S | January 16, 2025 | $1,001 - $15,000 | February 10, 2025 filing 20026712, p. 2 |
| MRK | Merck & Company, Inc. Common Stock (MRK) ST | Spouse | S | January 16, 2025 | $1,001 - $15,000 | February 10, 2025 filing 20026712, p. 2 |
| RLI | RLI Corp. Common Stock (RLI) ST | Spouse | S (partial) | January 16, 2025 | $1,001 - $15,000 | February 10, 2025 filing 20026712, p. 2 |
| RLI | RLI Corp. Common Stock (RLI) ST | Member | S (partial) | January 16, 2025 | $1,001 - $15,000 | February 10, 2025 filing 20026712, p. 2 |
| RLI | RLI Corp. Common Stock (RLI) ST | Member | S | January 16, 2025 | $1,001 - $15,000 | February 10, 2025 filing 20026712, p. 2 |
Type is printed as on the filing: P purchase, S sale, S (partial) partial sale, E exchange. Owner as on the filing: Spouse (SP), Joint (JT), Dependent child (DC); blank means the member.
Filings on record
Everything the House Clerk lists for this member in the 2024–2026 indexes, newest first.
- September 15, 2026 Periodic transaction report (2026), filing 20035420 itemised above
- August 13, 2026 Annual report amendment (FD Amendment) (2024), filing 9116277
- August 13, 2026 Annual report (FD Original) (2025), filing 10075306 itemised above
- July 15, 2026 Periodic transaction report (2026), filing 20034968 itemised above
- May 13, 2026 Periodic transaction report (2026), filing 20034478 itemised above
- April 8, 2026 Extension request (2025), filing 30026904
- April 8, 2026 Periodic transaction report (2026), filing 20034297 itemised above
- March 6, 2026 Periodic transaction report (2026), filing 20034134 itemised above
- February 19, 2026 Periodic transaction report (2024), filing 8221334
- February 12, 2026 Periodic transaction report (2026), filing 20033981 itemised above
- January 9, 2026 Periodic transaction report (2026), filing 20033780 itemised above
- January 7, 2026 Periodic transaction report (2026), filing 20033747 itemised above
- November 18, 2025 Periodic transaction report (2025), filing 20033491 itemised above
- October 7, 2025 Periodic transaction report (2025), filing 20032234 itemised above
- September 5, 2025 Periodic transaction report (2025), filing 20032038 itemised above
- August 13, 2025 Annual report (FD Original) (2024), filing 10071583
- June 2, 2025 Extension request (2024), filing 8221036
- May 24, 2025 Periodic transaction report (2025), filing 20030342 itemised above
- May 15, 2025 Extension request (2024), filing 8220917
- April 14, 2025 Periodic transaction report (2025), filing 20029092 itemised above
- March 25, 2025 Periodic transaction report (2025), filing 20027903 itemised above
- February 10, 2025 Periodic transaction report (2025), filing 20026712 itemised above
- November 8, 2024 Periodic transaction report (2024), filing 8220682
- November 7, 2024 Periodic transaction report (2024), filing 20026099
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