David P. Joyce
U.S. Representative, Ohio district 14 (OH14)
Latest disclosure August 13, 2026: Annual report (FD Original) for 2025, filing 10078592.
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 10078592.
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 |
|---|---|---|---|---|
| none | David P. Joyce QSST Trust ⇒ Fidelity Limited Term Municipal Income Fund FSTFX MF | Member | $100,001 - $250,000 | p. 2 |
| none | David P. Joyce QSST Trust ⇒ Fidelity Limited Term Municipal Income Fund FSTFX MF | Member | $100,001 - $250,000 | p. 2 |
| IWF | David P. Joyce QSST Trust ⇒ iShares Russell 1000 Growth ETF (IWF) ST | Member | $100,001 - $250,000 | p. 2 |
| IWF | David P. Joyce QSST Trust ⇒ iShares Russell 1000 Growth ETF (IWF) ST | Member | $100,001 - $250,000 | p. 2 |
| none | David P. Joyce Trust ⇒ ABMIX AMG Manager Fair Pointe Midcap Fund MF | Member | $100,001 - $250,000 | p. 3 |
| none | David P. Joyce Trust ⇒ ABMIX AMG Manager Fair Pointe Midcap Fund MF | Member | $100,001 - $250,000 | p. 3 |
| none | David P. Joyce Trust ⇒ Aston/Fairpointe Mid Cap I Fund MF | Member | $100,001 - $250,000 | p. 3 |
| none | David P. Joyce Trust ⇒ Aston/Fairpointe Mid Cap I Fund MF | Member | $100,001 - $250,000 | p. 3 |
| none | David P. Joyce Trust ⇒ FFRHX Fidelity Floating Rate High Income Fund GS | Member | $100,001 - $250,000 | p. 3 |
| none | David P. Joyce Trust ⇒ FFRHX Fidelity Floating Rate High Income Fund GS | Member | $100,001 - $250,000 | p. 3 |
| none | David P. Joyce Trust ⇒ Fidelity Limited Term Municipal Income Fund MF | Member | $100,001 - $250,000 | p. 4 |
| none | David P. Joyce Trust ⇒ Fidelity Limited Term Municipal Income Fund MF | Member | $100,001 - $250,000 | p. 4 |
| IWF | David P. Joyce Trust ⇒ iShares Russell 1000 Growth ETF (IWF) ST | Member | $100,001 - $250,000 | p. 4 |
| IWF | David P. Joyce Trust ⇒ iShares Russell 1000 Growth ETF (IWF) ST | Member | $100,001 - $250,000 | p. 4 |
| none | David P. Joyce Trust ⇒ MAI MANAGED MF | Member | $100,001 - $250,000 | p. 4 |
| none | David P. Joyce Trust ⇒ MAI MANAGED MF | Member | $100,001 - $250,000 | p. 4 |
| none | David P. Joyce Trust ⇒ OPPENHEIMER DEVELOPING MARKETS MF | Member | $100,001 - $250,000 | p. 4 |
| none | David P. Joyce Trust ⇒ OPPENHEIMER DEVELOPING MARKETS MF | Member | $100,001 - $250,000 | p. 5 |
| VCSH | David P. Joyce Trust ⇒ Vanguard Short-Term Corporate Bond ETF (VCSH) ST | Member | $100,001 - $250,000 | p. 6 |
| VCSH | David P. Joyce Trust ⇒ Vanguard Short-Term Corporate Bond ETF (VCSH) ST | Member | $100,001 - $250,000 | p. 6 |
| none | David P. Joyce Trust ⇒ VANGUARD WINDSOR MF | Member | $100,001 - $250,000 | p. 6 |
| none | David P. Joyce Trust ⇒ VANGUARD WINDSOR MF | Member | $100,001 - $250,000 | p. 6 |
| none | DPJ & KAJ joint account ⇒ SPY Spyder S&P 500 ETF Trust EF | Member | $100,001 - $250,000 | p. 8 |
| none | DPJ & KAJ joint account ⇒ SPY Spyder S&P 500 ETF Trust EF | Member | $100,001 - $250,000 | p. 8 |
| none | David P. Joyce QSST Trust ⇒ ATSIX AMG GW&K US Small Cap Growth MF | Member | $50,001 - $100,000 | p. 1 |
| none | David P. Joyce QSST Trust ⇒ ATSIX AMG GW&K US Small Cap Growth MF | Member | $50,001 - $100,000 | p. 1 |
| none | David P. Joyce QSST Trust ⇒ FDRXX Fidelity Government Cash Reserves GS | Member | $50,001 - $100,000 | p. 1 |
| none | David P. Joyce QSST Trust ⇒ FDRXX Fidelity Government Cash Reserves GS | Member | $50,001 - $100,000 | p. 1 |
| none | David P. Joyce Trust ⇒ 40054L2M5 GS FinCorp zero Coupon 9/25/18 CS | Member | $50,001 - $100,000 | p. 3 |
| none | David P. Joyce Trust ⇒ 40054L2M5 GS FinCorp zero Coupon 9/25/18 CS | Member | $50,001 - $100,000 | p. 3 |
| none | David P. Joyce Trust ⇒ FDRXX Fidelity Government Cash Reserves GS | Member | $50,001 - $100,000 | p. 3 |
| none | David P. Joyce Trust ⇒ FDRXX Fidelity Government Cash Reserves GS | Member | $50,001 - $100,000 | p. 3 |
| none | David P. Joyce Trust ⇒ GS S&P 500 Buffered Equity Fund MF | Member | $50,001 - $100,000 | p. 4 |
| none | David P. Joyce Trust ⇒ GS S&P 500 Buffered Equity Fund MF | Member | $50,001 - $100,000 | p. 4 |
| XLK | David P. Joyce Trust ⇒ SPDR Select Sector Fund - Technology (XLK) ST | Member | $50,001 - $100,000 | p. 5 |
| XLK | David P. Joyce Trust ⇒ SPDR Select Sector Fund - Technology (XLK) ST | Member | $50,001 - $100,000 | p. 5 |
| none | DPJ & KAJ joint account ⇒ MDY Spyder S&P 400 Mid Cap Fund EF | Member | $50,001 - $100,000 | p. 7 |
| none | DPJ & KAJ joint account ⇒ MDY Spyder S&P 400 Mid Cap Fund EF | Member | $50,001 - $100,000 | p. 7 |
| none | Kelly A. Joyce IRA ⇒ Fidelity Freedom 2030 MF | Member | $50,001 - $100,000 | p. 9 |
| none | Kelly A. Joyce IRA ⇒ Fidelity Freedom 2030 MF | Member | $50,001 - $100,000 | p. 9 |
| none | Kelly A. Joyce UH 401k ⇒ Vanguard Target Retirement 2030 MF | Member | $50,001 - $100,000 | p. 9 |
| none | Kelly A. Joyce UH 401k ⇒ Vanguard Target Retirement 2030 MF | Member | $50,001 - $100,000 | p. 9 |
| EEM | Rita M. Joyce IRA ⇒ iShares MSCI Emerging Index Fund (EEM) ST | Member | $50,001 - $100,000 | p. 10 |
| EEM | Rita M. Joyce IRA ⇒ iShares MSCI Emerging Index Fund (EEM) ST | Member | $50,001 - $100,000 | p. 10 |
| MDY | Rita M. Joyce IRA ⇒ SPDR MidCap Trust Series I (MDY) ST | Member | $50,001 - $100,000 | p. 10 |
| MDY | Rita M. Joyce IRA ⇒ SPDR MidCap Trust Series I (MDY) ST | Member | $50,001 - $100,000 | p. 10 |
| GBDC | David P. Joyce QSST Trust ⇒ Golub Capital BDC, Inc. (GBDC) ST | Member | $15,001 - $50,000 | p. 2 |
| GBDC | David P. Joyce QSST Trust ⇒ Golub Capital BDC, Inc. (GBDC) ST | Member | $15,001 - $50,000 | p. 2 |
| PKB | David P. Joyce QSST Trust ⇒ Invesco Dynamic Building & Construction ETF (PKB) ST | Member | $15,001 - $50,000 | p. 2 |
| PKB | David P. Joyce QSST Trust ⇒ Invesco Dynamic Building & Construction ETF (PKB) ST | Member | $15,001 - $50,000 | p. 2 |
| IWM | David P. Joyce QSST Trust ⇒ iShares Russell 2000 ETF (IWM) ST | Member | $15,001 - $50,000 | p. 2 |
| IWM | David P. Joyce QSST Trust ⇒ iShares Russell 2000 ETF (IWM) ST | Member | $15,001 - $50,000 | p. 2 |
| none | David P. Joyce QSST Trust ⇒ ODVYX Oppenheimer Developing Markets Fund MF | Member | $15,001 - $50,000 | p. 2 |
| none | David P. Joyce QSST Trust ⇒ ODVYX Oppenheimer Developing Markets Fund MF | Member | $15,001 - $50,000 | p. 2 |
| MDY | David P. Joyce QSST Trust ⇒ SPDR MidCap Trust Series I (MDY) ST | Member | $15,001 - $50,000 | p. 3 |
| MDY | David P. Joyce QSST Trust ⇒ SPDR MidCap Trust Series I (MDY) ST | Member | $15,001 - $50,000 | p. 3 |
| KBE | David P. Joyce QSST Trust ⇒ SPDR S&P Bank ETF (KBE) ST | Member | $15,001 - $50,000 | p. 3 |
| KBE | David P. Joyce QSST Trust ⇒ SPDR S&P Bank ETF (KBE) ST | Member | $15,001 - $50,000 | p. 3 |
| PCY | David P. Joyce Trust ⇒ Invesco Emerging Markets Sovereign Debt ETF (PCY) ST | Member | $15,001 - $50,000 | p. 4 |
| PCY | David P. Joyce Trust ⇒ Invesco Emerging Markets Sovereign Debt ETF (PCY) ST | Member | $15,001 - $50,000 | p. 4 |
| PCY | David P. Joyce Trust ⇒ PowerShares Emerging Markets Sovereign Debt Portfolio (PCY) ST | Member | $15,001 - $50,000 | p. 5 |
| PCY | David P. Joyce Trust ⇒ PowerShares Emerging Markets Sovereign Debt Portfolio (PCY) ST | Member | $15,001 - $50,000 | p. 5 |
| KBE | David P. Joyce Trust ⇒ SPDR S&P Bank ETF (KBE) ST | Member | $15,001 - $50,000 | p. 5 |
| KBE | David P. Joyce Trust ⇒ SPDR S&P Bank ETF (KBE) ST | Member | $15,001 - $50,000 | p. 5 |
| VUG | David P. Joyce Trust ⇒ Vanguard Growth ETF - DNQ (VUG) ST | Member | $15,001 - $50,000 | p. 6 |
| VUG | David P. Joyce Trust ⇒ Vanguard Growth ETF - DNQ (VUG) ST | Member | $15,001 - $50,000 | p. 6 |
| VTV | David P. Joyce Trust ⇒ Vanguard Value ETF - DNQ (VTV) ST | Member | $15,001 - $50,000 | p. 6 |
| VTV | David P. Joyce Trust ⇒ Vanguard Value ETF - DNQ (VTV) ST | Member | $15,001 - $50,000 | p. 6 |
| none | DPJ & KAJ joint account ⇒ EFA Shares MSCI EAFE Index Fund EF | Member | $15,001 - $50,000 | p. 6 |
| none | DPJ & KAJ joint account ⇒ EFA Shares MSCI EAFE Index Fund EF | Member | $15,001 - $50,000 | p. 6 |
| EFA | DPJ & KAJ joint account ⇒ iShares MSCI EAFE ETF (EFA) ST | Member | $15,001 - $50,000 | p. 7 |
| EFA | DPJ & KAJ joint account ⇒ iShares MSCI EAFE ETF (EFA) ST | Member | $15,001 - $50,000 | p. 7 |
| EFA | DPJ & KAJ joint account ⇒ iShares MSCI EAFE ETF (EFA) ST | Member | $15,001 - $50,000 | p. 7 |
| EFA | DPJ & KAJ joint account ⇒ iShares MSCI EAFE ETF (EFA) ST | Member | $15,001 - $50,000 | p. 7 |
| none | DPJ & KAJ joint account ⇒ IWM Shares Russell 2000 ETF EF | Member | $15,001 - $50,000 | p. 7 |
| none | DPJ & KAJ joint account ⇒ IWM Shares Russell 2000 ETF EF | Member | $15,001 - $50,000 | p. 7 |
| none | DPJ & KAJ joint account ⇒ MLPI UBS AG Jersey BRH MF | Member | $15,001 - $50,000 | p. 7 |
| none | DPJ & KAJ joint account ⇒ MLPI UBS AG Jersey BRH MF | Member | $15,001 - $50,000 | p. 7 |
| VEA | DPJ & KAJ joint account ⇒ Vanguard FTSE Developed Markets ETF (VEA) ST | Member | $15,001 - $50,000 | p. 9 |
| VEA | DPJ & KAJ joint account ⇒ Vanguard FTSE Developed Markets ETF (VEA) ST | Member | $15,001 - $50,000 | p. 9 |
| none | DPJ & KAJ joint account ⇒ VWO Vanguard International Index Fund EF | Member | $15,001 - $50,000 | p. 9 |
| none | DPJ & KAJ joint account ⇒ VWO Vanguard International Index Fund EF | Member | $15,001 - $50,000 | p. 9 |
| none | Rita M. Joyce IRA ⇒ FDRXX Fidelity government cash reserves MF | Member | $15,001 - $50,000 | p. 9 |
| none | Rita M. Joyce IRA ⇒ FDRXX Fidelity government cash reserves MF | Member | $15,001 - $50,000 | p. 9 |
| none | Rita M. Joyce IRA ⇒ FFRHX Fidelity Floating Rate High Income MF | Member | $15,001 - $50,000 | p. 9 |
| none | Rita M. Joyce IRA ⇒ FFRHX Fidelity Floating Rate High Income MF | Member | $15,001 - $50,000 | p. 9 |
| EFA | Rita M. Joyce IRA ⇒ iShares MSCI EAFE ETF (EFA) ST | Member | $15,001 - $50,000 | p. 10 |
| EFA | Rita M. Joyce IRA ⇒ iShares MSCI EAFE ETF (EFA) ST | Member | $15,001 - $50,000 | p. 10 |
| IWN | Rita M. Joyce IRA ⇒ iShares Russell 2000 Value ETF (IWN) ST | Member | $15,001 - $50,000 | p. 10 |
| IWN | Rita M. Joyce IRA ⇒ iShares Russell 2000 Value ETF (IWN) ST | Member | $15,001 - $50,000 | p. 10 |
| JNK | Rita M. Joyce IRA ⇒ SPDR Bloomberg Barclays High Yield Bond ETF (JNK) ST | Member | $15,001 - $50,000 | p. 10 |
| JNK | Rita M. Joyce IRA ⇒ SPDR Bloomberg Barclays High Yield Bond ETF (JNK) ST | Member | $15,001 - $50,000 | p. 10 |
| VCSH | Rita M. Joyce IRA ⇒ Vanguard Short-Term Corporate Bond ETF (VCSH) ST | Member | $15,001 - $50,000 | p. 10 |
| VCSH | Rita M. Joyce IRA ⇒ Vanguard Short-Term Corporate Bond ETF (VCSH) ST | Member | $15,001 - $50,000 | p. 10 |
| ADBE | Rollover ⇒ Adobe Systems Incorporated (ADBE) ST | Member | $15,001 - $50,000 | p. 10 |
| ADBE | Rollover ⇒ Adobe Systems Incorporated (ADBE) ST | Member | $15,001 - $50,000 | p. 10 |
| GOOG | Rollover ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) ST | Member | $15,001 - $50,000 | p. 11 |
| GOOG | Rollover ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) ST | Member | $15,001 - $50,000 | p. 11 |
| AMT | Rollover ⇒ American Tower Corporation (AMT) ST | Member | $15,001 - $50,000 | p. 11 |
| AMT | Rollover ⇒ American Tower Corporation (AMT) ST | Member | $15,001 - $50,000 | p. 11 |
| AME | Rollover ⇒ AMETEK, Inc. (AME) ST | Member | $15,001 - $50,000 | p. 11 |
| AME | Rollover ⇒ AMETEK, Inc. (AME) ST | Member | $15,001 - $50,000 | p. 11 |
| AAPL | Rollover ⇒ Apple Inc. (AAPL) ST | Member | $15,001 - $50,000 | p. 11 |
| AAPL | Rollover ⇒ Apple Inc. (AAPL) ST | Member | $15,001 - $50,000 | p. 11 |
| none | Rollover ⇒ BKRB Berkshire Hathaway Inc. MF | Member | $15,001 - $50,000 | p. 11 |
| none | Rollover ⇒ BKRB Berkshire Hathaway Inc. MF | Member | $15,001 - $50,000 | p. 11 |
| BLK | Rollover ⇒ BlackRock, Inc. (BLK) ST | Member | $15,001 - $50,000 | p. 11 |
| BLK | Rollover ⇒ BlackRock, Inc. (BLK) ST | Member | $15,001 - $50,000 | p. 11 |
| BA | Rollover ⇒ Boeing Company (BA) ST | Member | $15,001 - $50,000 | p. 11 |
| BA | Rollover ⇒ Boeing Company (BA) ST | Member | $15,001 - $50,000 | p. 12 |
| C | Rollover ⇒ Citigroup, Inc. (C) ST | Member | $15,001 - $50,000 | p. 12 |
| C | Rollover ⇒ Citigroup, Inc. (C) ST | Member | $15,001 - $50,000 | p. 12 |
| CMCSA | Rollover ⇒ Comcast Corporation - Class A (CMCSA) ST | Member | $15,001 - $50,000 | p. 12 |
| CMCSA | Rollover ⇒ Comcast Corporation - Class A (CMCSA) ST | Member | $15,001 - $50,000 | p. 12 |
| COST | Rollover ⇒ Costco Wholesale Corporation (COST) ST | Member | $15,001 - $50,000 | p. 12 |
| COST | Rollover ⇒ Costco Wholesale Corporation (COST) ST | Member | $15,001 - $50,000 | p. 12 |
| GE | Rollover ⇒ General Electric Company (GE) ST | Member | $15,001 - $50,000 | p. 12 |
| GE | Rollover ⇒ General Electric Company (GE) ST | Member | $15,001 - $50,000 | p. 12 |
| ICE | Rollover ⇒ Intercontinental Exchange Inc. (ICE) ST | Member | $15,001 - $50,000 | p. 12 |
| ICE | Rollover ⇒ Intercontinental Exchange Inc. (ICE) ST | Member | $15,001 - $50,000 | p. 13 |
| JNJ | Rollover ⇒ Johnson & Johnson (JNJ) ST | Member | $15,001 - $50,000 | p. 13 |
| JNJ | Rollover ⇒ Johnson & Johnson (JNJ) ST | Member | $15,001 - $50,000 | p. 13 |
| none | Rollover ⇒ JP Morgan Chase & Co. EF | Member | $15,001 - $50,000 | p. 13 |
| none | Rollover ⇒ JP Morgan Chase & Co. EF | Member | $15,001 - $50,000 | p. 13 |
| PCLN | Rollover ⇒ The Priceline Group Inc. (PCLN) ST | Member | $15,001 - $50,000 | p. 13 |
| PCLN | Rollover ⇒ The Priceline Group Inc. (PCLN) ST | Member | $15,001 - $50,000 | p. 13 |
| V | Rollover ⇒ Visa Inc. (V) ST | Member | $15,001 - $50,000 | p. 14 |
| V | Rollover ⇒ Visa Inc. (V) ST | Member | $15,001 - $50,000 | p. 14 |
| none | David P. Joyce QSST Trust ⇒ FFRHX Fidelity Floating Rate High Income Fund GS | Member | $1,001 - $15,000 | p. 1 |
| none | David P. Joyce QSST Trust ⇒ FFRHX Fidelity Floating Rate High Income Fund GS | Member | $1,001 - $15,000 | p. 1 |
| none | David P. Joyce QSST Trust ⇒ Fidelity High Income Fund MF | Member | $1,001 - $15,000 | p. 1 |
| none | David P. Joyce QSST Trust ⇒ Fidelity High Income Fund MF | Member | $1,001 - $15,000 | p. 1 |
| QQQ | David P. Joyce QSST Trust ⇒ Invesco QQQ Trust, Series 1 (QQQ) ST | Member | $1,001 - $15,000 | p. 2 |
| QQQ | David P. Joyce QSST Trust ⇒ Invesco QQQ Trust, Series 1 (QQQ) ST | Member | $1,001 - $15,000 | p. 2 |
| IWS | David P. Joyce Trust ⇒ iShares Russell Mid-cap Value ETF (IWS) ST | Member | $1,001 - $15,000 | p. 4 |
| IWS | David P. Joyce Trust ⇒ iShares Russell Mid-cap Value ETF (IWS) ST | Member | $1,001 - $15,000 | p. 4 |
| IWP | David P. Joyce Trust ⇒ iShares Russell Midcap Growth ETF (IWP) ST | Member | $1,001 - $15,000 | p. 4 |
| IWP | David P. Joyce Trust ⇒ iShares Russell Midcap Growth ETF (IWP) ST | Member | $1,001 - $15,000 | p. 4 |
| GUR | David P. Joyce Trust ⇒ SPDR S&P Emerging Europe ETF (GUR) ST | Member | $1,001 - $15,000 | p. 5 |
| GUR | David P. Joyce Trust ⇒ SPDR S&P Emerging Europe ETF (GUR) ST | Member | $1,001 - $15,000 | p. 5 |
| XLI | David P. Joyce Trust ⇒ SPDR Select Sector Fund - Industrial (XLI) ST | Member | $1,001 - $15,000 | p. 5 |
| XLI | David P. Joyce Trust ⇒ SPDR Select Sector Fund - Industrial (XLI) ST | Member | $1,001 - $15,000 | p. 5 |
| VIG | David P. Joyce Trust ⇒ Vanguard Div Appreciation ETF - DNQ (VIG) ST | Member | $1,001 - $15,000 | p. 5 |
| VIG | David P. Joyce Trust ⇒ Vanguard Div Appreciation ETF - DNQ (VIG) ST | Member | $1,001 - $15,000 | p. 5 |
| VBK | David P. Joyce Trust ⇒ Vanguard Small-Cap Growth ETF - DNQ (VBK) ST | Member | $1,001 - $15,000 | p. 6 |
| VBK | David P. Joyce Trust ⇒ Vanguard Small-Cap Growth ETF - DNQ (VBK) ST | Member | $1,001 - $15,000 | p. 6 |
| VBR | David P. Joyce Trust ⇒ Vanguard Small-Cap Value ETF - DNQ (VBR) ST | Member | $1,001 - $15,000 | p. 6 |
| VBR | David P. Joyce Trust ⇒ Vanguard Small-Cap Value ETF - DNQ (VBR) ST | Member | $1,001 - $15,000 | p. 6 |
| QQQ | DPJ & KAJ joint account ⇒ Invesco QQQ Trust, Series 1 (QQQ) ST | Member | $1,001 - $15,000 | p. 7 |
| QQQ | DPJ & KAJ joint account ⇒ Invesco QQQ Trust, Series 1 (QQQ) ST | Member | $1,001 - $15,000 | p. 7 |
| PKB | DPJ & KAJ joint account ⇒ PowerShares Dynamic Build & Construction (PKB) ST | Member | $1,001 - $15,000 | p. 8 |
| PKB | DPJ & KAJ joint account ⇒ PowerShares Dynamic Build & Construction (PKB) ST | Member | $1,001 - $15,000 | p. 8 |
| none | DPJ & KAJ joint account ⇒ QQQ Powershares QQQ Fund EF | Member | $1,001 - $15,000 | p. 8 |
| none | DPJ & KAJ joint account ⇒ QQQ Powershares QQQ Fund EF | Member | $1,001 - $15,000 | p. 8 |
| none | DPJ & KAJ joint account ⇒ SCZ Ishares EAFE Small Cap ETF EF | Member | $1,001 - $15,000 | p. 8 |
| none | DPJ & KAJ joint account ⇒ SCZ Ishares EAFE Small Cap ETF EF | Member | $1,001 - $15,000 | p. 8 |
| MDY | DPJ & KAJ joint account ⇒ SPDR MidCap Trust Series I (MDY) ST | Member | $1,001 - $15,000 | p. 8 |
| MDY | DPJ & KAJ joint account ⇒ SPDR MidCap Trust Series I (MDY) ST | Member | $1,001 - $15,000 | p. 8 |
| KBE | DPJ & KAJ joint account ⇒ SPDR S&P Bank ETF (KBE) ST | Member | $1,001 - $15,000 | p. 8 |
| KBE | DPJ & KAJ joint account ⇒ SPDR S&P Bank ETF (KBE) ST | Member | $1,001 - $15,000 | p. 8 |
| MLPI | DPJ & KAJ joint account ⇒ UBS AG ETN (MLPI) ST | Member | $1,001 - $15,000 | p. 8 |
| MLPI | DPJ & KAJ joint account ⇒ UBS AG ETN (MLPI) ST | Member | $1,001 - $15,000 | p. 8 |
| DBEF | DPJ & KAJ joint account ⇒ Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) ST | Member | $1,001 - $15,000 | p. 9 |
| DBEF | DPJ & KAJ joint account ⇒ Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) ST | Member | $1,001 - $15,000 | p. 9 |
| AMZN | Rollover ⇒ Amazon.com, Inc. (AMZN) ST | Member | $1,001 - $15,000 | p. 11 |
| AMZN | Rollover ⇒ Amazon.com, Inc. (AMZN) ST | Member | $1,001 - $15,000 | p. 11 |
| CTSH | Rollover ⇒ Cognizant Technology Solutions Corporation - Class A (CTSH) ST | Member | $1,001 - $15,000 | p. 12 |
| CTSH | Rollover ⇒ Cognizant Technology Solutions Corporation - Class A (CTSH) ST | Member | $1,001 - $15,000 | p. 12 |
| DVMT | Rollover ⇒ Dell Technologies Inc. Class V (DVMT) ST | Member | $1,001 - $15,000 | p. 12 |
| DVMT | Rollover ⇒ Dell Technologies Inc. Class V (DVMT) ST | Member | $1,001 - $15,000 | p. 12 |
| QQQ | Rollover ⇒ Invesco QQQ Trust, Series 1 (QQQ) ST | Member | $1,001 - $15,000 | p. 13 |
| QQQ | Rollover ⇒ Invesco QQQ Trust, Series 1 (QQQ) ST | Member | $1,001 - $15,000 | p. 13 |
| KMI | Rollover ⇒ Kinder Morgan, Inc. (KMI) ST | Member | $1,001 - $15,000 | p. 13 |
| KMI | Rollover ⇒ Kinder Morgan, Inc. (KMI) ST | Member | $1,001 - $15,000 | p. 13 |
| NKE | Rollover ⇒ Nike, Inc. (NKE) ST | Member | $1,001 - $15,000 | p. 13 |
| NKE | Rollover ⇒ Nike, Inc. (NKE) ST | Member | $1,001 - $15,000 | p. 13 |
| PG | Rollover ⇒ Procter & Gamble Company (PG) ST | Member | $1,001 - $15,000 | p. 13 |
| PG | Rollover ⇒ Procter & Gamble Company (PG) ST | Member | $1,001 - $15,000 | p. 13 |
| TRP | Rollover ⇒ TransCanada Corporation (TRP) ST | Member | $1,001 - $15,000 | p. 14 |
| TRP | Rollover ⇒ TransCanada Corporation (TRP) ST | Member | $1,001 - $15,000 | p. 14 |
| UPS | Rollover ⇒ United Parcel Service, Inc. (UPS) ST | Member | $1,001 - $15,000 | p. 14 |
| UPS | Rollover ⇒ United Parcel Service, Inc. (UPS) ST | Member | $1,001 - $15,000 | p. 14 |
| UNH | Rollover ⇒ UnitedHealth Group Incorporated Common Stock (UNH) ST | Member | $1,001 - $15,000 | p. 14 |
| UNH | Rollover ⇒ UnitedHealth Group Incorporated Common Stock (UNH) ST | Member | $1,001 - $15,000 | p. 14 |
2 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.
2 row(s) on this report give no value band (for example “Undetermined”) and are left out.
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 | MAI Managed PS | Member | S (partial) | January 10, 2025 | $50,001 - $100,000 | February 7, 2025 filing 20026736, p. 1 |
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.
- August 13, 2026 Annual report (FD Original) (2025), filing 10078592 itemised above
- May 15, 2026 Extension request (2025), filing 30028151
- August 13, 2025 Annual report (FD Original) (2024), filing 10068786
- May 14, 2025 Extension request (2024), filing 30023760
- February 7, 2025 Periodic transaction report (2025), filing 20026736 itemised above
- December 18, 2024 Periodic transaction report (2024), filing 20026440
- August 6, 2024 Periodic transaction report (2024), filing 20021523
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