Scott Franklin
U.S. Representative, Florida district 18 (FL18)
Latest disclosure September 17, 2026: Periodic transaction report, filing 20035450.
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 10077449.
As of August 10, 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 |
|---|---|---|---|---|
| BWIN | Fidelity Joint TBE ⇒ The Baldwin Insurance Group, Inc. - Class A Common Stock (BWIN) ST | Joint | $500,001 - $1,000,000 | p. 2 |
| GOOG | Fidelity Traditional IRA ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) ST | Member | $100,001 - $250,000 | p. 7 |
| AAPL | Fidelity Traditional IRA ⇒ Apple Inc. - Common Stock (AAPL) ST | Member | $100,001 - $250,000 | p. 8 |
| BRK.B | Fidelity Traditional IRA ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) ST | Member | $100,001 - $250,000 | p. 8 |
| FBKWX | Fidelity Traditional IRA ⇒ Fidelity Advisor Total Bond Fund: Class Z (FBKWX) MF | Member | $100,001 - $250,000 | p. 8 |
| HD | Fidelity Traditional IRA ⇒ Home Depot, Inc. (HD) ST | Member | $100,001 - $250,000 | p. 8 |
| JPM | Fidelity Traditional IRA ⇒ JP Morgan Chase & Co. Common Stock (JPM) ST | Member | $100,001 - $250,000 | p. 9 |
| LSYIX | Fidelity Traditional IRA ⇒ Lord Abbett Short Duration High Yield Fund Class I (LSYIX) MF | Member | $100,001 - $250,000 | p. 9 |
| MSFT | Fidelity Traditional IRA ⇒ Microsoft Corporation - Common Stock (MSFT) ST | Member | $100,001 - $250,000 | p. 9 |
| WMT | Fidelity Traditional IRA ⇒ Walmart Inc. - Common Stock (WMT) ST | Member | $100,001 - $250,000 | p. 10 |
| FXAIX | BRP Colleague, Inc. 401(k) ⇒ Fidelity 500 Index Fund (FXAIX) MF | Member | $50,001 - $100,000 | p. 2 |
| ACN | Fidelity Traditional IRA ⇒ Accenture plc Class A Ordinary Shares (ACN) ST | Member | $50,001 - $100,000 | p. 7 |
| APD | Fidelity Traditional IRA ⇒ Air Products and Chemicals, Inc. Common Stock (APD) ST | Member | $50,001 - $100,000 | p. 7 |
| AMZN | Fidelity Traditional IRA ⇒ Amazon.com, Inc. - Common Stock (AMZN) ST | Member | $50,001 - $100,000 | p. 7 |
| AMGN | Fidelity Traditional IRA ⇒ Amgen Inc. - Common Stock (AMGN) ST | Member | $50,001 - $100,000 | p. 8 |
| ADP | Fidelity Traditional IRA ⇒ Automatic Data Processing, Inc. - Common Stock (ADP) ST | Member | $50,001 - $100,000 | p. 8 |
| CB | Fidelity Traditional IRA ⇒ Chubb Limited Common Stock (CB) ST | Member | $50,001 - $100,000 | p. 8 |
| FMCSX | Fidelity Traditional IRA ⇒ Fidelity Mid-Cap Stock Fund (FMCSX) MF | Member | $50,001 - $100,000 | p. 8 |
| SDVY | Fidelity Traditional IRA ⇒ First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) EF | Member | $50,001 - $100,000 | p. 8 |
| GD | Fidelity Traditional IRA ⇒ General Dynamics Corporation Common Stock (GD) ST | Member | $50,001 - $100,000 | p. 8 |
| ITW | Fidelity Traditional IRA ⇒ Illinois Tool Works Inc. Common Stock (ITW) ST | Member | $50,001 - $100,000 | p. 8 |
| QQQM | Fidelity Traditional IRA ⇒ Invesco NASDAQ 100 ETF (QQQM) EF | Member | $50,001 - $100,000 | p. 9 |
| IVV | Fidelity Traditional IRA ⇒ iShares Core S&P 500 ETF (IVV) EF | Member | $50,001 - $100,000 | p. 9 |
| JNJ | Fidelity Traditional IRA ⇒ Johnson & Johnson Common Stock (JNJ) ST | Member | $50,001 - $100,000 | p. 9 |
| LMT | Fidelity Traditional IRA ⇒ Lockheed Martin Corporation Common Stock (LMT) ST | Member | $50,001 - $100,000 | p. 9 |
| MCD | Fidelity Traditional IRA ⇒ McDonald's Corporation Common Stock (MCD) ST | Member | $50,001 - $100,000 | p. 9 |
| NVO | Fidelity Traditional IRA ⇒ Novo Nordisk A/S Common Stock (NVO) ST | Member | $50,001 - $100,000 | p. 9 |
| HSY | Fidelity Traditional IRA ⇒ The Hershey Company Common Stock (HSY) ST | Member | $50,001 - $100,000 | p. 9 |
| UNP | Fidelity Traditional IRA ⇒ Union Pacific Corporation Common Stock (UNP) ST | Member | $50,001 - $100,000 | p. 10 |
| UNH | Fidelity Traditional IRA ⇒ UnitedHealth Group Incorporated Common Stock (UNH) ST | Member | $50,001 - $100,000 | p. 10 |
| V | Fidelity Traditional IRA ⇒ Visa Inc. (V) ST | Member | $50,001 - $100,000 | p. 10 |
| GOOG | Fidelity Roth IRA ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) ST | Member | $15,001 - $50,000 | p. 2 |
| FBKWX | Fidelity Roth IRA ⇒ Fidelity Advisor Total Bond Fund: Class Z (FBKWX) MF | Member | $15,001 - $50,000 | p. 4 |
| JPM | Fidelity Roth IRA ⇒ JP Morgan Chase & Co. Common Stock (JPM) ST | Member | $15,001 - $50,000 | p. 5 |
| LSYIX | Fidelity Roth IRA ⇒ Lord Abbett Short Duration High Yield Fund Class I (LSYIX) MF | Member | $15,001 - $50,000 | p. 5 |
| MSFT | Fidelity Roth IRA ⇒ Microsoft Corporation - Common Stock (MSFT) ST | Member | $15,001 - $50,000 | p. 6 |
| WMT | Fidelity Roth IRA ⇒ Walmart Inc. - Common Stock (WMT) ST | Member | $15,001 - $50,000 | p. 7 |
| FDRXX | Fidelity Traditional IRA ⇒ Fidelity Cash Reserves (FDRXX) MF | Member | $15,001 - $50,000 | p. 8 |
| MRK | Fidelity Traditional IRA ⇒ Merck & Company, Inc. Common Stock (MRK) ST | Member | $15,001 - $50,000 | p. 9 |
| PEP | Fidelity Traditional IRA ⇒ Pepsico, Inc. (PEP) ST | Member | $15,001 - $50,000 | p. 9 |
| PG | Fidelity Traditional IRA ⇒ Procter & Gamble Company (PG) ST | Member | $15,001 - $50,000 | p. 9 |
| ACN | Fidelity Roth IRA ⇒ Accenture plc Class A Ordinary Shares (ACN) ST | Member | $1,001 - $15,000 | p. 2 |
| ACN | Fidelity Roth IRA ⇒ Accenture plc Class A Ordinary Shares (ACN) ST | Spouse | $1,001 - $15,000 | p. 2 |
| APD | Fidelity Roth IRA ⇒ Air Products and Chemicals, Inc. Common Stock (APD) ST | Member | $1,001 - $15,000 | p. 2 |
| APD | Fidelity Roth IRA ⇒ Air Products and Chemicals, Inc. Common Stock (APD) ST | Spouse | $1,001 - $15,000 | p. 2 |
| GOOG | Fidelity Roth IRA ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) ST | Spouse | $1,001 - $15,000 | p. 2 |
| AMZN | Fidelity Roth IRA ⇒ Amazon.com, Inc. - Common Stock (AMZN) ST | Spouse | $1,001 - $15,000 | p. 2 |
| AMZN | Fidelity Roth IRA ⇒ Amazon.com, Inc. - Common Stock (AMZN) ST | Member | $1,001 - $15,000 | p. 2 |
| AMGN | Fidelity Roth IRA ⇒ Amgen Inc. - Common Stock (AMGN) ST | Member | $1,001 - $15,000 | p. 3 |
| AMGN | Fidelity Roth IRA ⇒ Amgen Inc. - Common Stock (AMGN) ST | Spouse | $1,001 - $15,000 | p. 3 |
| AAPL | Fidelity Roth IRA ⇒ Apple Inc. - Common Stock (AAPL) ST | Spouse | $1,001 - $15,000 | p. 3 |
| AAPL | Fidelity Roth IRA ⇒ Apple Inc. - Common Stock (AAPL) ST | Member | $1,001 - $15,000 | p. 3 |
| ADP | Fidelity Roth IRA ⇒ Automatic Data Processing, Inc. - Common Stock (ADP) ST | Member | $1,001 - $15,000 | p. 3 |
| ADP | Fidelity Roth IRA ⇒ Automatic Data Processing, Inc. - Common Stock (ADP) ST | Spouse | $1,001 - $15,000 | p. 3 |
| BRK.B | Fidelity Roth IRA ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) ST | Spouse | $1,001 - $15,000 | p. 3 |
| BRK.B | Fidelity Roth IRA ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) ST | Member | $1,001 - $15,000 | p. 3 |
| CB | Fidelity Roth IRA ⇒ Chubb Limited Common Stock (CB) ST | Spouse | $1,001 - $15,000 | p. 3 |
| CB | Fidelity Roth IRA ⇒ Chubb Limited Common Stock (CB) ST | Member | $1,001 - $15,000 | p. 3 |
| FMSCX | Fidelity Roth IRA ⇒ Fidelity Advisor Mortgage Securities Fund: Class I (FMSCX) MF | Spouse | $1,001 - $15,000 | p. 3 |
| FBKWX | Fidelity Roth IRA ⇒ Fidelity Advisor Total Bond Fund: Class Z (FBKWX) MF | Spouse | $1,001 - $15,000 | p. 4 |
| FDRXX | Fidelity Roth IRA ⇒ Fidelity Cash Reserves (FDRXX) MF | Member | $1,001 - $15,000 | p. 4 |
| FDRXX | Fidelity Roth IRA ⇒ Fidelity Cash Reserves (FDRXX) MF | Spouse | $1,001 - $15,000 | p. 4 |
| FMCSX | Fidelity Roth IRA ⇒ Fidelity Mid-Cap Stock Fund (FMCSX) MF | Member | $1,001 - $15,000 | p. 4 |
| SDVY | Fidelity Roth IRA ⇒ First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) EF | Spouse | $1,001 - $15,000 | p. 4 |
| SDVY | Fidelity Roth IRA ⇒ First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) EF | Member | $1,001 - $15,000 | p. 4 |
| GD | Fidelity Roth IRA ⇒ General Dynamics Corporation Common Stock (GD) ST | Member | $1,001 - $15,000 | p. 4 |
| GD | Fidelity Roth IRA ⇒ General Dynamics Corporation Common Stock (GD) ST | Spouse | $1,001 - $15,000 | p. 4 |
| HD | Fidelity Roth IRA ⇒ Home Depot, Inc. (HD) ST | Spouse | $1,001 - $15,000 | p. 4 |
| HD | Fidelity Roth IRA ⇒ Home Depot, Inc. (HD) ST | Member | $1,001 - $15,000 | p. 4 |
| ITW | Fidelity Roth IRA ⇒ Illinois Tool Works Inc. Common Stock (ITW) ST | Spouse | $1,001 - $15,000 | p. 4 |
| ITW | Fidelity Roth IRA ⇒ Illinois Tool Works Inc. Common Stock (ITW) ST | Member | $1,001 - $15,000 | p. 5 |
| QQQM | Fidelity Roth IRA ⇒ Invesco NASDAQ 100 ETF (QQQM) EF | Spouse | $1,001 - $15,000 | p. 5 |
| QQQM | Fidelity Roth IRA ⇒ Invesco NASDAQ 100 ETF (QQQM) EF | Member | $1,001 - $15,000 | p. 5 |
| IVV | Fidelity Roth IRA ⇒ iShares Core S&P 500 ETF (IVV) EF | Member | $1,001 - $15,000 | p. 5 |
| IVV | Fidelity Roth IRA ⇒ iShares Core S&P 500 ETF (IVV) EF | Spouse | $1,001 - $15,000 | p. 5 |
| JNJ | Fidelity Roth IRA ⇒ Johnson & Johnson Common Stock (JNJ) ST | Member | $1,001 - $15,000 | p. 5 |
| JNJ | Fidelity Roth IRA ⇒ Johnson & Johnson Common Stock (JNJ) ST | Spouse | $1,001 - $15,000 | p. 5 |
| JPM | Fidelity Roth IRA ⇒ JP Morgan Chase & Co. Common Stock (JPM) ST | Spouse | $1,001 - $15,000 | p. 5 |
| LMT | Fidelity Roth IRA ⇒ Lockheed Martin Corporation Common Stock (LMT) ST | Spouse | $1,001 - $15,000 | p. 5 |
| LMT | Fidelity Roth IRA ⇒ Lockheed Martin Corporation Common Stock (LMT) ST | Member | $1,001 - $15,000 | p. 5 |
| LSYIX | Fidelity Roth IRA ⇒ Lord Abbett Short Duration High Yield Fund Class I (LSYIX) MF | Spouse | $1,001 - $15,000 | p. 5 |
| MCD | Fidelity Roth IRA ⇒ McDonald's Corporation Common Stock (MCD) ST | Member | $1,001 - $15,000 | p. 6 |
| MCD | Fidelity Roth IRA ⇒ McDonald's Corporation Common Stock (MCD) ST | Spouse | $1,001 - $15,000 | p. 6 |
| MRK | Fidelity Roth IRA ⇒ Merck & Company, Inc. Common Stock (MRK) ST | Member | $1,001 - $15,000 | p. 6 |
| MRK | Fidelity Roth IRA ⇒ Merck & Company, Inc. Common Stock (MRK) ST | Spouse | $1,001 - $15,000 | p. 6 |
| MSFT | Fidelity Roth IRA ⇒ Microsoft Corporation - Common Stock (MSFT) ST | Spouse | $1,001 - $15,000 | p. 6 |
| NVO | Fidelity Roth IRA ⇒ Novo Nordisk A/S Common Stock (NVO) ST | Spouse | $1,001 - $15,000 | p. 6 |
| NVO | Fidelity Roth IRA ⇒ Novo Nordisk A/S Common Stock (NVO) ST | Member | $1,001 - $15,000 | p. 6 |
| PEP | Fidelity Roth IRA ⇒ Pepsico, Inc. (PEP) ST | Member | $1,001 - $15,000 | p. 6 |
| PEP | Fidelity Roth IRA ⇒ Pepsico, Inc. (PEP) ST | Spouse | $1,001 - $15,000 | p. 6 |
| PG | Fidelity Roth IRA ⇒ Procter & Gamble Company (PG) ST | Member | $1,001 - $15,000 | p. 6 |
| PG | Fidelity Roth IRA ⇒ Procter & Gamble Company (PG) ST | Spouse | $1,001 - $15,000 | p. 6 |
| HSY | Fidelity Roth IRA ⇒ The Hershey Company Common Stock (HSY) ST | Member | $1,001 - $15,000 | p. 6 |
| HSY | Fidelity Roth IRA ⇒ The Hershey Company Common Stock (HSY) ST | Spouse | $1,001 - $15,000 | p. 7 |
| UNP | Fidelity Roth IRA ⇒ Union Pacific Corporation Common Stock (UNP) ST | Spouse | $1,001 - $15,000 | p. 7 |
| UNP | Fidelity Roth IRA ⇒ Union Pacific Corporation Common Stock (UNP) ST | Member | $1,001 - $15,000 | p. 7 |
| UNH | Fidelity Roth IRA ⇒ UnitedHealth Group Incorporated Common Stock (UNH) ST | Member | $1,001 - $15,000 | p. 7 |
| UNH | Fidelity Roth IRA ⇒ UnitedHealth Group Incorporated Common Stock (UNH) ST | Spouse | $1,001 - $15,000 | p. 7 |
| V | Fidelity Roth IRA ⇒ Visa Inc. (V) ST | Spouse | $1,001 - $15,000 | p. 7 |
| V | Fidelity Roth IRA ⇒ Visa Inc. (V) ST | Member | $1,001 - $15,000 | p. 7 |
| WMT | Fidelity Roth IRA ⇒ Walmart Inc. - Common Stock (WMT) ST | Spouse | $1,001 - $15,000 | p. 7 |
| FDRXX | Fidelity IRA-Spousal ⇒ Fidelity Cash Reserves (FDRXX) MF | Spouse | $1 - $1,000 | p. 2 |
| FZDXX | Fidelity Joint TBE ⇒ Fidelity Money Market Fund: Premium Class (FZDXX) MF | Joint | $1 - $1,000 | p. 2 |
11 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 |
|---|---|---|---|---|---|---|
| BWIN | The Baldwin Insurance Group, Inc. - Class A Common Stock (BWIN) ST | Joint | S (partial) | February 7, 2025 | $1,000,001 - $5,000,000 | February 23, 2025 filing 20027834, p. 1 |
| BWIN | The Baldwin Insurance Group, Inc. - Class A Common Stock (BWIN) ST | Joint | S (partial) | April 10, 2025 | $500,001 - $1,000,000 | April 17, 2025 filing 20030187, p. 1 |
| HSY | The Hershey Company Common Stock (HSY) ST | Member | S | February 10, 2026 | $50,001 - $100,000 | February 23, 2026 filing 20034050, p. 1 |
| IVV | iShares Core S&P 500 ETF (IVV) OT | Member | P | October 14, 2025 | $50,001 - $100,000 | October 22, 2025 filing 20033327, p. 1 |
| UNP | Union Pacific Corporation Common Stock (UNP) ST | Member | P | October 14, 2025 | $50,001 - $100,000 | October 22, 2025 filing 20033327, p. 1 |
| UPS | United Parcel Service, Inc. Common Stock (UPS) ST | Member | S | July 22, 2025 | $50,001 - $100,000 | July 31, 2025 filing 20030778, p. 1 |
| AMZN | Amazon.com, Inc. - Common Stock (AMZN) ST | Member | P | February 26, 2025 | $50,001 - $100,000 | March 18, 2025 filing 20027995, p. 1 |
| COST | Costco Wholesale Corporation - Common Stock (COST) ST | Member | S | January 28, 2025 | $50,001 - $100,000 | March 18, 2025 filing 20027995, p. 1 |
| CMCSA | Comcast Corporation - Class A Common Stock (CMCSA) ST | Member | S | August 4, 2025 | $15,001 - $50,000 | August 14, 2025 filing 20030918, p. 1 |
| NVO | Novo Nordisk A/S Common Stock (NVO) ST | Member | P | August 4, 2025 | $15,001 - $50,000 | August 14, 2025 filing 20030918, p. 1 |
| AAPL | Apple Inc. - Common Stock (AAPL) ST | Joint | S | June 16, 2025 | $15,001 - $50,000 | July 14, 2025 filing 20030670, p. 1 |
| BRK.B | Berkshire Hathaway Inc. New Common Stock (BRK.B) ST | Joint | S | June 16, 2025 | $15,001 - $50,000 | July 14, 2025 filing 20030670, p. 1 |
| HD | Home Depot, Inc. (HD) ST | Joint | S | June 16, 2025 | $15,001 - $50,000 | July 14, 2025 filing 20030670, p. 1 |
| JNJ | Johnson & Johnson Common Stock (JNJ) ST | Joint | S | June 16, 2025 | $15,001 - $50,000 | July 14, 2025 filing 20030670, p. 1 |
| JPM | JP Morgan Chase & Co. Common Stock (JPM) ST | Joint | S | June 16, 2025 | $15,001 - $50,000 | July 14, 2025 filing 20030670, p. 2 |
| MCD | McDonald's Corporation Common Stock (MCD) ST | Joint | S | June 16, 2025 | $15,001 - $50,000 | July 14, 2025 filing 20030670, p. 2 |
| MSFT | Microsoft Corporation - Common Stock (MSFT) ST | Joint | S | June 16, 2025 | $15,001 - $50,000 | July 14, 2025 filing 20030670, p. 2 |
| PG | Procter & Gamble Company (PG) ST | Joint | S | June 16, 2025 | $15,001 - $50,000 | July 14, 2025 filing 20030670, p. 2 |
| V | Visa Inc. (V) ST | Joint | S | June 16, 2025 | $15,001 - $50,000 | July 14, 2025 filing 20030670, p. 2 |
| WMT | Walmart Inc. Common Stock (WMT) ST | Joint | S | June 16, 2025 | $15,001 - $50,000 | July 14, 2025 filing 20030670, p. 3 |
| NVO | Novo Nordisk A/S Common Stock (NVO) ST | Member | P | March 27, 2025 | $15,001 - $50,000 | April 11, 2025 filing 20029132, p. 1 |
| LMT | Lockheed Martin Corporation Common Stock (LMT) ST | Member | P | February 18, 2025 | $15,001 - $50,000 | March 18, 2025 filing 20027995, p. 2 |
| BWIN | The Baldwin Insurance Group, Inc. - Class A Common Stock (BWIN) ST | Joint | S (partial) | February 6, 2025 | $15,001 - $50,000 | February 23, 2025 filing 20027834, p. 1 |
| ACN | Accenture plc Class A Ordinary Shares (ACN) ST | Member | P | August 26, 2026 | $1,001 - $15,000 | September 17, 2026 filing 20035450, p. 1 |
| ACN | Accenture plc Class A Ordinary Shares (ACN) ST | Spouse | P | August 26, 2026 | $1,001 - $15,000 | September 17, 2026 filing 20035450, p. 1 |
| none | Lord Abbett Short Duration High Yield I (LSYIX) bond fund CS | Spouse | P | August 26, 2026 | $1,001 - $15,000 | September 17, 2026 filing 20035450, p. 2 |
| MCD | McDonald's Corporation Common Stock (MCD) ST | Spouse | P | August 26, 2026 | $1,001 - $15,000 | September 17, 2026 filing 20035450, p. 2 |
| NVO | Novo Nordisk A/S Common Stock (NVO) ST | Member | P | August 26, 2026 | $1,001 - $15,000 | September 17, 2026 filing 20035450, p. 2 |
| PEP | Pepsico, Inc. (PEP) ST | Member | P | August 26, 2026 | $1,001 - $15,000 | September 17, 2026 filing 20035450, p. 2 |
| PEP | Pepsico, Inc. (PEP) ST | Spouse | P | August 26, 2026 | $1,001 - $15,000 | September 17, 2026 filing 20035450, p. 2 |
| GOOG | Alphabet Inc. - Class C Capital Stock (GOOG) ST | Spouse | S (partial) | August 20, 2026 | $1,001 - $15,000 | September 17, 2026 filing 20035450, p. 1 |
| GOOG | Alphabet Inc. - Class C Capital Stock (GOOG) ST | Member | S (partial) | August 20, 2026 | $1,001 - $15,000 | September 17, 2026 filing 20035450, p. 1 |
| AAPL | Apple Inc. - Common Stock (AAPL) ST | Spouse | S (partial) | August 20, 2026 | $1,001 - $15,000 | September 17, 2026 filing 20035450, p. 1 |
| JPM | JP Morgan Chase & Co. Common Stock (JPM) ST | Member | S (partial) | August 20, 2026 | $1,001 - $15,000 | September 17, 2026 filing 20035450, p. 1 |
| JPM | JP Morgan Chase & Co. Common Stock (JPM) ST | Spouse | S (partial) | August 20, 2026 | $1,001 - $15,000 | September 17, 2026 filing 20035450, p. 2 |
| HSY | The Hershey Company Common Stock (HSY) ST | Member | S | February 10, 2026 | $1,001 - $15,000 | February 23, 2026 filing 20034050, p. 1 |
| HSY | The Hershey Company Common Stock (HSY) ST | Spouse | S | February 10, 2026 | $1,001 - $15,000 | February 23, 2026 filing 20034050, p. 1 |
| IVV | iShares Core S&P 500 ETF (IVV) OT | Spouse | P | October 14, 2025 | $1,001 - $15,000 | October 22, 2025 filing 20033327, p. 1 |
| IVV | iShares Core S&P 500 ETF (IVV) OT | Member | P | October 14, 2025 | $1,001 - $15,000 | October 22, 2025 filing 20033327, p. 1 |
| UNP | Union Pacific Corporation Common Stock (UNP) ST | Member | P | October 14, 2025 | $1,001 - $15,000 | October 22, 2025 filing 20033327, p. 1 |
| UNP | Union Pacific Corporation Common Stock (UNP) ST | Spouse | P | October 14, 2025 | $1,001 - $15,000 | October 22, 2025 filing 20033327, p. 2 |
| CMCSA | Comcast Corporation - Class A Common Stock (CMCSA) ST | Spouse | S | August 4, 2025 | $1,001 - $15,000 | August 14, 2025 filing 20030918, p. 1 |
| CMCSA | Comcast Corporation - Class A Common Stock (CMCSA) ST | Member | S | August 4, 2025 | $1,001 - $15,000 | August 14, 2025 filing 20030918, p. 1 |
| NVO | Novo Nordisk A/S Common Stock (NVO) ST | Member | P | August 4, 2025 | $1,001 - $15,000 | August 14, 2025 filing 20030918, p. 1 |
| NVO | Novo Nordisk A/S Common Stock (NVO) ST | Member | P | August 4, 2025 | $1,001 - $15,000 | August 14, 2025 filing 20030918, p. 1 |
| NVO | Novo Nordisk A/S Common Stock (NVO) ST | Spouse | P | August 4, 2025 | $1,001 - $15,000 | August 14, 2025 filing 20030918, p. 2 |
| UPS | United Parcel Service, Inc. Common Stock (UPS) ST | Member | S | July 22, 2025 | $1,001 - $15,000 | July 31, 2025 filing 20030778, p. 1 |
| UPS | United Parcel Service, Inc. Common Stock (UPS) ST | Spouse | S | July 22, 2025 | $1,001 - $15,000 | July 31, 2025 filing 20030778, p. 1 |
| GOOG | Alphabet Inc. - Class C Capital Stock (GOOG) ST | Joint | S | June 16, 2025 | $1,001 - $15,000 | July 14, 2025 filing 20030670, p. 1 |
| CSCO | Cisco Systems, Inc. - Common Stock (CSCO) ST | Joint | S | June 16, 2025 | $1,001 - $15,000 | July 14, 2025 filing 20030670, p. 1 |
| KVUE | Kenvue Inc. Common Stock (KVUE) ST | Joint | S | June 16, 2025 | $1,001 - $15,000 | July 14, 2025 filing 20030670, p. 2 |
| MRK | Merck & Company, Inc. Common Stock (MRK) ST | Joint | S | June 16, 2025 | $1,001 - $15,000 | July 14, 2025 filing 20030670, p. 2 |
| PEP | Pepsico, Inc. (PEP) ST | Joint | S | June 16, 2025 | $1,001 - $15,000 | July 14, 2025 filing 20030670, p. 2 |
| UPS | United Parcel Service, Inc. Common Stock (UPS) ST | Joint | S | June 16, 2025 | $1,001 - $15,000 | July 14, 2025 filing 20030670, p. 2 |
| UNP | Union Pacific Corporation Common Stock (UNP) ST | Spouse | P | April 21, 2025 | $1,001 - $15,000 | June 2, 2025 filing 20030445, p. 1 |
| NVO | Novo Nordisk A/S Common Stock (NVO) ST | Member | P | March 27, 2025 | $1,001 - $15,000 | April 11, 2025 filing 20029132, p. 1 |
| AMZN | Amazon.com, Inc. - Common Stock (AMZN) ST | Member | P | February 26, 2025 | $1,001 - $15,000 | March 18, 2025 filing 20027995, p. 1 |
| AMZN | Amazon.com, Inc. - Common Stock (AMZN) ST | Spouse | P | February 26, 2025 | $1,001 - $15,000 | March 18, 2025 filing 20027995, p. 1 |
| none | Fidelity Advisor Total Bond CL Z GS | Member | P | February 19, 2025 | $1,001 - $15,000 | March 18, 2025 filing 20027995, p. 2 |
| none | Fidelity Advisor Total Bond CL Z GS | Member | P | February 19, 2025 | $1,001 - $15,000 | March 18, 2025 filing 20027995, p. 2 |
| LMT | Lockheed Martin Corporation Common Stock (LMT) ST | Member | P | February 18, 2025 | $1,001 - $15,000 | March 18, 2025 filing 20027995, p. 2 |
| LMT | Lockheed Martin Corporation Common Stock (LMT) ST | Spouse | P | February 18, 2025 | $1,001 - $15,000 | March 18, 2025 filing 20027995, p. 2 |
| COST | Costco Wholesale Corporation - Common Stock (COST) ST | Member | S | January 28, 2025 | $1,001 - $15,000 | March 18, 2025 filing 20027995, p. 1 |
| COST | Costco Wholesale Corporation - Common Stock (COST) ST | Spouse | S | January 28, 2025 | $1,001 - $15,000 | March 18, 2025 filing 20027995, p. 1 |
| ADP | Automatic Data Processing, Inc. - Common Stock (ADP) ST | Spouse | P | September 25, 2024 | $1,001 - $15,000 | July 3, 2025 filing 20030494, p. 2 |
| ITW | Illinois Tool Works Inc. Common Stock (ITW) ST | Spouse | P | September 25, 2024 | $1,001 - $15,000 | July 3, 2025 filing 20030494, p. 4 |
| ACN | Accenture plc Class A Ordinary Shares (ACN) ST | Spouse | P | August 7, 2024 | $1,001 - $15,000 | July 3, 2025 filing 20030494, p. 1 |
| APD | Air Products and Chemicals, Inc. Common Stock (APD) ST | Spouse | P | August 7, 2024 | $1,001 - $15,000 | July 3, 2025 filing 20030494, p. 1 |
| GOOG | Alphabet Inc. - Class C Capital Stock (GOOG) ST | Spouse | P | August 7, 2024 | $1,001 - $15,000 | July 3, 2025 filing 20030494, p. 1 |
| AMGN | Amgen Inc. - Common Stock (AMGN) ST | Spouse | P | August 7, 2024 | $1,001 - $15,000 | July 3, 2025 filing 20030494, p. 1 |
| AAPL | Apple Inc. - Common Stock (AAPL) ST | Spouse | P | August 7, 2024 | $1,001 - $15,000 | July 3, 2025 filing 20030494, p. 2 |
| BRK.B | Berkshire Hathaway Inc. New Common Stock (BRK.B) ST | Spouse | P | August 7, 2024 | $1,001 - $15,000 | July 3, 2025 filing 20030494, p. 2 |
| CB | Chubb Limited Common Stock (CB) ST | Spouse | P | August 7, 2024 | $1,001 - $15,000 | July 3, 2025 filing 20030494, p. 2 |
| CMCSA | Comcast Corporation - Class A Common Stock (CMCSA) ST | Spouse | P | August 7, 2024 | $1,001 - $15,000 | July 3, 2025 filing 20030494, p. 3 |
| COST | Costco Wholesale Corporation - Common Stock (COST) ST | Spouse | P | August 7, 2024 | $1,001 - $15,000 | July 3, 2025 filing 20030494, p. 3 |
| FBKWX | Fidelity Advisor Total Bond CL Z (FBKWX) AB | Spouse | P | August 7, 2024 | $1,001 - $15,000 | July 3, 2025 filing 20030494, p. 3 |
| SDVY | FIRST TR EXCHANGE-TRADED FD VI SMID RISNG ETF (SDVY) AB | Spouse | P | August 7, 2024 | $1,001 - $15,000 | July 3, 2025 filing 20030494, p. 3 |
| GD | General Dynamics Corporation Common Stock (GD) ST | Spouse | P | August 7, 2024 | $1,001 - $15,000 | July 3, 2025 filing 20030494, p. 3 |
| HD | Home Depot, Inc. (HD) ST | Spouse | P | August 7, 2024 | $1,001 - $15,000 | July 3, 2025 filing 20030494, p. 3 |
| QQQM | INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF (QQQM) AB | Spouse | P | August 7, 2024 | $1,001 - $15,000 | July 3, 2025 filing 20030494, p. 4 |
| JNJ | Johnson & Johnson Common Stock (JNJ) ST | Spouse | P | August 7, 2024 | $1,001 - $15,000 | July 3, 2025 filing 20030494, p. 4 |
| JPM | JP Morgan Chase & Co. Common Stock (JPM) ST | Spouse | P | August 7, 2024 | $1,001 - $15,000 | July 3, 2025 filing 20030494, p. 4 |
| LMT | Lockheed Martin Corporation Common Stock (LMT) ST | Spouse | P | August 7, 2024 | $1,001 - $15,000 | July 3, 2025 filing 20030494, p. 4 |
| LSYIX | LORD ABBETT SHORT DURATION HIGH YLD I (LSYIX) AB | Spouse | P | August 7, 2024 | $1,001 - $15,000 | July 3, 2025 filing 20030494, p. 5 |
| MCD | McDonald's Corporation Common Stock (MCD) ST | Spouse | P | August 7, 2024 | $1,001 - $15,000 | July 3, 2025 filing 20030494, p. 5 |
| MRK | Merck & Company, Inc. Common Stock (MRK) ST | Spouse | P | August 7, 2024 | $1,001 - $15,000 | July 3, 2025 filing 20030494, p. 5 |
| MSFT | Microsoft Corporation - Common Stock (MSFT) ST | Spouse | P | August 7, 2024 | $1,001 - $15,000 | July 3, 2025 filing 20030494, p. 5 |
| PEP | Pepsico, Inc. (PEP) ST | Spouse | P | August 7, 2024 | $1,001 - $15,000 | July 3, 2025 filing 20030494, p. 5 |
| PG | Procter & Gamble Company (PG) ST | Spouse | P | August 7, 2024 | $1,001 - $15,000 | July 3, 2025 filing 20030494, p. 5 |
| SBUX | Starbucks Corporation - Common Stock (SBUX) ST | Spouse | P | August 7, 2024 | $1,001 - $15,000 | July 3, 2025 filing 20030494, p. 6 |
| HSY | The Hershey Company Common Stock (HSY) ST | Spouse | P | August 7, 2024 | $1,001 - $15,000 | July 3, 2025 filing 20030494, p. 6 |
| UPS | United Parcel Service, Inc. Common Stock (UPS) ST | Spouse | P | August 7, 2024 | $1,001 - $15,000 | July 3, 2025 filing 20030494, p. 6 |
| UNH | UnitedHealth Group Incorporated Common Stock (UNH) ST | Spouse | P | August 7, 2024 | $1,001 - $15,000 | July 3, 2025 filing 20030494, p. 6 |
| V | Visa Inc. (V) ST | Spouse | P | August 7, 2024 | $1,001 - $15,000 | July 3, 2025 filing 20030494, p. 6 |
| WMT | Walmart Inc. Common Stock (WMT) ST | Spouse | P | August 7, 2024 | $1,001 - $15,000 | July 3, 2025 filing 20030494, p. 7 |
| AAPL | Apple Inc. - Common Stock (AAPL) ST | Joint | S (partial) | January 30, 2024 | $1,001 - $15,000 | July 3, 2025 filing 20030494, p. 2 |
| BRK.B | Berkshire Hathaway Inc. New Common Stock (BRK.B) ST | Joint | S (partial) | January 30, 2024 | $1,001 - $15,000 | July 3, 2025 filing 20030494, p. 2 |
| SBUX | Starbucks Corporation - Common Stock (SBUX) ST | Joint | S (partial) | January 30, 2024 | $1,001 - $15,000 | July 3, 2025 filing 20030494, p. 6 |
| WMT | Walmart Inc. Common Stock (WMT) ST | Joint | S (partial) | January 30, 2024 | $1,001 - $15,000 | July 3, 2025 filing 20030494, p. 7 |
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 17, 2026 Periodic transaction report (2026), filing 20035450 itemised above
- August 10, 2026 Annual report (FD Original) (2025), filing 10077449 itemised above
- May 14, 2026 Extension request (2025), filing 30027945
- February 23, 2026 Periodic transaction report (2026), filing 20034050 itemised above
- October 22, 2025 Periodic transaction report (2025), filing 20033327 itemised above
- August 14, 2025 Periodic transaction report (2025), filing 20030918 itemised above
- July 31, 2025 Periodic transaction report (2025), filing 20030778 itemised above
- July 31, 2025 Annual report (FD Original) (2024), filing 10066628
- July 14, 2025 Periodic transaction report (2025), filing 20030670 itemised above
- July 3, 2025 Periodic transaction report (2025), filing 20030494 itemised above
- June 2, 2025 Periodic transaction report (2025), filing 20030445 itemised above
- May 13, 2025 Extension request (2024), filing 30023550
- April 17, 2025 Periodic transaction report (2025), filing 20030187 itemised above
- April 11, 2025 Periodic transaction report (2025), filing 20029132 itemised above
- March 18, 2025 Periodic transaction report (2025), filing 20027995 itemised above
- February 23, 2025 Periodic transaction report (2025), filing 20027834 itemised above
- October 15, 2024 Periodic transaction report (2024), filing 20026020
- August 20, 2024 Periodic transaction report (2024), filing 20025711
- June 2, 2024 Periodic transaction report (2024), filing 20025170
- April 23, 2024 Periodic transaction report (2024), filing 20024916
Discussion
About this member's disclosures. Anyone can read. Posting needs an account with a confirmed email. Plain text only; links are not accepted. A post reported by 3 people is hidden until a moderator reviews it.
No posts yet.
Posting opens once account sign-up is live. Log in if you already have a confirmed account.