Jonathan L. Jackson
U.S. Representative, Illinois district 1 (IL01)
Latest disclosure September 3, 2026: Periodic transaction report, filing 20035370.
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 10073351.
As of April 27, 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 |
|---|---|---|---|---|
| CAH | Morgan Stanley Trust Account ⇒ Cardinal Health, Inc. Common Stock (CAH) ST | Joint | $100,001 - $250,000 | p. 4 |
| MSFT | Morgan Stanley Trust Account ⇒ Microsoft Corporation (MSFT) ST | Joint | $100,001 - $250,000 | p. 6 |
| NVDA | Morgan Stanley Trust Account ⇒ NVIDIA Corporation (NVDA) ST | Joint | $100,001 - $250,000 | p. 6 |
| PH | Morgan Stanley Trust Account ⇒ Parker-Hannifin Corporation Common Stock (PH) ST | Joint | $100,001 - $250,000 | p. 6 |
| SHOP | Morgan Stanley Trust Account ⇒ Shopify Inc. - Class A Subordinate Voting Shares (SHOP) ST | Joint | $100,001 - $250,000 | p. 7 |
| VTHRX | American Alliance of Museums 403(B) DC Plan ⇒ Vanguard Target Retirement 2030 Fund (VTHRX) MF | Spouse | $50,001 - $100,000 | p. 1 |
| AME | Morgan Stanley Trust Account ⇒ AMETEK, Inc. (AME) ST | Joint | $50,001 - $100,000 | p. 4 |
| HIG | Morgan Stanley Trust Account ⇒ Hartford Financial Services Group, Inc. (HIG) ST | Joint | $50,001 - $100,000 | p. 5 |
| IBM | Morgan Stanley Trust Account ⇒ International Business Machines Corporation Common Stock (IBM) ST | Joint | $50,001 - $100,000 | p. 5 |
| MAR | Morgan Stanley Trust Account ⇒ Marriott International - Class A Common Stock (MAR) ST | Joint | $50,001 - $100,000 | p. 6 |
| MCK | Morgan Stanley Trust Account ⇒ McKesson Corporation (MCK) ST | Joint | $50,001 - $100,000 | p. 6 |
| PANW | Morgan Stanley Trust Account ⇒ Palo Alto Networks, Inc. (PANW) ST | Joint | $50,001 - $100,000 | p. 6 |
| TMUS | Morgan Stanley Trust Account ⇒ T-Mobile US, Inc. (TMUS) ST | Joint | $50,001 - $100,000 | p. 7 |
| V | Morgan Stanley Trust Account ⇒ Visa Inc. (V) ST | Joint | $50,001 - $100,000 | p. 7 |
| CMNIX | Morgan Stanley - Rollover IRA ⇒ Calamos Market Neutral Fd Cl I (CMNIX) MF | Spouse | $15,001 - $50,000 | p. 2 |
| GSFTX | Morgan Stanley - Rollover IRA ⇒ Columbia Dividend Income Fund Class I (GSFTX) MF | Spouse | $15,001 - $50,000 | p. 2 |
| DGOYX | Morgan Stanley - Rollover IRA ⇒ Davis Opportunity Fd Class Y (DGOYX) MF | Spouse | $15,001 - $50,000 | p. 2 |
| QQQ | Morgan Stanley - Rollover IRA ⇒ Invesco QQQ Trust, Series 1 (QQQ) EF | Spouse | $15,001 - $50,000 | p. 2 |
| ITOT | Morgan Stanley - Rollover IRA ⇒ iShares Core S&P Total U.S. Stock Market ETF (ITOT) EF | Spouse | $15,001 - $50,000 | p. 2 |
| PTIAX | Morgan Stanley - Rollover IRA ⇒ Performance Trust Total Return Bond Fund-Institutional Class (PTIAX) MF | Spouse | $15,001 - $50,000 | p. 2 |
| SCFFX | Morgan Stanley - Rollover IRA ⇒ Shenkman Capital Short Duration High Income Fund Class F (SCFFX) MF | Spouse | $15,001 - $50,000 | p. 2 |
| none | Morgan Stanley Trust Account ⇒ COOK CNTY ILL SCH DIST NO 081 SCHILLER OID GS | Joint | $15,001 - $50,000 | p. 5 |
| CPNG | Morgan Stanley Trust Account ⇒ Coupang, Inc. Class A Common Stock (CPNG) ST | Joint | $15,001 - $50,000 | p. 5 |
| EME | Morgan Stanley Trust Account ⇒ EMCOR Group, Inc. Common Stock (EME) ST | Joint | $15,001 - $50,000 | p. 5 |
| none | Morgan Stanley Trust Account ⇒ ILLINOIS WESLEYAN UNIV FIN REV RE; 4.0%; Due 09/01/2041 GS | Joint | $15,001 - $50,000 | p. 5 |
| JPM | Morgan Stanley Trust Account ⇒ JP Morgan Chase & Co. Common Stock (JPM) ST | Joint | $15,001 - $50,000 | p. 6 |
| ORLY | Morgan Stanley Trust Account ⇒ O'Reilly Automotive, Inc. - Common Stock (ORLY) ST | Joint | $15,001 - $50,000 | p. 6 |
| PLTR | Morgan Stanley Trust Account ⇒ Palantir Technologies Inc. - Class A Common Stock (PLTR) ST | Joint | $15,001 - $50,000 | p. 6 |
| SPG | Morgan Stanley Trust Account ⇒ Simon Property Group, Inc. Common Stock (SPG) ST | Joint | $15,001 - $50,000 | p. 7 |
| THC | Morgan Stanley Trust Account ⇒ Tenet Healthcare Corporation Common Stock (THC) ST | Joint | $15,001 - $50,000 | p. 7 |
| AMZN | Morgan Stanley - Rollover IRA ⇒ Amazon.com, Inc. - Common Stock (AMZN) ST | Spouse | $1,001 - $15,000 | p. 2 |
| FTGC | Morgan Stanley - Rollover IRA ⇒ First Trust Global Tactical Commodity Strategy Fund (FTGC) EF | Spouse | $1,001 - $15,000 | p. 2 |
| AIRR | Morgan Stanley - Rollover IRA ⇒ First Trust RBA American Industrial Renaissance ETF (AIRR) EF | Spouse | $1,001 - $15,000 | p. 2 |
| IPAC | Morgan Stanley - Rollover IRA ⇒ iShares Core MSCI Pacific ETF (IPAC) EF | Spouse | $1,001 - $15,000 | p. 2 |
| MCK | Morgan Stanley - Rollover IRA ⇒ McKesson Corporation Common Stock (MCK) ST | Spouse | $1,001 - $15,000 | p. 2 |
| HOOD | Morgan Stanley - Rollover IRA ⇒ Robinhood Markets, Inc. - Class A Common Stock (HOOD) ST | Spouse | $1,001 - $15,000 | p. 2 |
| CWB | Morgan Stanley - Rollover IRA ⇒ State Street SPDR Bloomberg Convertible Securities ETF (CWB) EF | Spouse | $1,001 - $15,000 | p. 3 |
| THC | Morgan Stanley - Rollover IRA ⇒ Tenet Healthcare Corporation Common Stock (THC) ST | Spouse | $1,001 - $15,000 | p. 3 |
| TYG | Morgan Stanley - Rollover IRA ⇒ Tortoise Energy Infrastructure Corporation Common Stock (TYG) EF | Spouse | $1,001 - $15,000 | p. 3 |
| WMB | Morgan Stanley - Rollover IRA ⇒ Williams Companies, Inc. (WMB) ST | Spouse | $1,001 - $15,000 | p. 3 |
| AVGO | Morgan Stanley SEP IRA ⇒ Broadcom Inc. - Common Stock (AVGO) ST | Member | $1,001 - $15,000 | p. 3 |
| CAH | Morgan Stanley SEP IRA ⇒ Cardinal Health, Inc. Common Stock (CAH) ST | Member | $1,001 - $15,000 | p. 3 |
| CW | Morgan Stanley SEP IRA ⇒ Curtiss-Wright Corporation Common Stock (CW) ST | Member | $1,001 - $15,000 | p. 3 |
| EME | Morgan Stanley SEP IRA ⇒ EMCOR Group, Inc. Common Stock (EME) ST | Member | $1,001 - $15,000 | p. 3 |
| IBM | Morgan Stanley SEP IRA ⇒ International Business Machines Corporation Common Stock (IBM) ST | Member | $1,001 - $15,000 | p. 3 |
| JPM | Morgan Stanley SEP IRA ⇒ JP Morgan Chase & Co. Common Stock (JPM) ST | Member | $1,001 - $15,000 | p. 3 |
| ORLY | Morgan Stanley SEP IRA ⇒ O'Reilly Automotive, Inc. - Common Stock (ORLY) ST | Member | $1,001 - $15,000 | p. 4 |
| PH | Morgan Stanley SEP IRA ⇒ Parker-Hannifin Corporation Common Stock (PH) ST | Member | $1,001 - $15,000 | p. 4 |
| SHOP | Morgan Stanley SEP IRA ⇒ Shopify Inc. - Class A Subordinate Voting Shares (SHOP) ST | Member | $1,001 - $15,000 | p. 4 |
| HIG | Morgan Stanley SEP IRA ⇒ The Hartford Insurance Group, Inc. Common Stock (HIG) ST | Member | $1,001 - $15,000 | p. 4 |
| WMT | Morgan Stanley SEP IRA ⇒ Walmart Inc. - Common Stock (WMT) ST | Member | $1,001 - $15,000 | p. 4 |
| none | Morgan Stanley Trust Account ⇒ ILLINOIS HSG DEV AUTH REV; 1.9%; Due 10/01/2033 GS | Joint | $1,001 - $15,000 | p. 5 |
| none | Morgan Stanley Trust Account ⇒ ILLINOIS ST GENL OBLIG GS | Joint | $1,001 - $15,000 | p. 5 |
| RFETX | Empower - Muhammad Ali Museum & Education Center, Inc. 401(k) Plan ⇒ American Funds 2030 Target Date Retirement Fd Cl R-6 (RFETX) MF | Spouse | None | p. 1 |
| IWP | Morgan Stanley SEP IRA ⇒ iShares Russell Midcap Growth ETF (IWP) EF | Member | None | p. 3 |
| MSFT | Morgan Stanley SEP IRA ⇒ Microsoft Corporation - Common Stock (MSFT) ST | Member | None | p. 3 |
| GOOGL | Morgan Stanley Trust Account ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) ST | Joint | None | p. 4 |
| AMZN | Morgan Stanley Trust Account ⇒ Amazon.com, Inc. - Common Stock (AMZN) ST | Joint | None | p. 4 |
| ARMK | Morgan Stanley Trust Account ⇒ Aramark Common Stock (ARMK) ST | Joint | None | p. 4 |
| BUPXX | Morgan Stanley Trust Account ⇒ BlackRock Liquidity Funds FedFund - Premier (BUPXX) MF | Joint | None | p. 4 |
| CHD | Morgan Stanley Trust Account ⇒ Church & Dwight Company, Inc. Common Stock (CHD) ST | Joint | None | p. 5 |
| DOCS | Morgan Stanley Trust Account ⇒ Doximity, Inc. Class A Common Stock (DOCS) ST | Joint | None | p. 5 |
| LLY | Morgan Stanley Trust Account ⇒ Eli Lilly and Company Common Stock (LLY) ST | Joint | None | p. 5 |
| IWP | Morgan Stanley Trust Account ⇒ iShares Russell Midcap Growth ETF (IWP) EF | Joint | None | p. 5 |
| LIN | Morgan Stanley Trust Account ⇒ Linde plc - Ordinary Shares (LIN) ST | Joint | None | p. 6 |
| MELI | Morgan Stanley Trust Account ⇒ MercadoLibre, Inc. - Common Stock (MELI) ST | Joint | None | p. 6 |
| META | Morgan Stanley Trust Account ⇒ Meta Platforms, Inc. - Class A Common Stock (META) ST | Joint | None | p. 6 |
| NFLX | Morgan Stanley Trust Account ⇒ Netflix, Inc. - Common Stock (NFLX) ST | Joint | None | p. 6 |
| HOOD | Morgan Stanley Trust Account ⇒ Robinhood Markets, Inc. - Class A Common Stock (HOOD) ST | Joint | None | p. 7 |
| CRM | Morgan Stanley Trust Account ⇒ Salesforce, Inc. Common Stock (CRM) ST | Joint | None | p. 7 |
| VTHRX | Vanguard - United Way of Metropolitan Chicago DC Plan ⇒ Vanguard Target Retirement 2030 Fund (VTHRX) MF | Spouse | None | p. 7 |
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 |
|---|---|---|---|---|---|---|
| V | Visa Inc. (V) ST | Joint | S | April 24, 2026 | $50,001 - $100,000 | May 27, 2026 filing 20034519, p. 1 |
| IBM | International Business Machines Corporation Common Stock (IBM) ST | Joint | S | February 17, 2026 | $50,001 - $100,000 | March 12, 2026 filing 20034113, p. 2 |
| BK | The Bank of New York Mellon Corporation Common Stock (BK) ST | Joint | P | February 17, 2026 | $50,001 - $100,000 | March 12, 2026 filing 20034113, p. 2 |
| C | Citigroup, Inc. Common Stock (C) ST | Joint | P | February 5, 2026 | $50,001 - $100,000 | March 12, 2026 filing 20034113, p. 1 |
| PANW | Palo Alto Networks, Inc. (PANW) ST | Joint | S | February 5, 2026 | $50,001 - $100,000 | March 12, 2026 filing 20034113, p. 2 |
| SHOP | Shopify Inc. - Class A Subordinate Voting Shares (SHOP) ST | Joint | S | January 30, 2026 | $50,001 - $100,000 | February 23, 2026 filing 20033929, p. 2 |
| VSAT | ViaSat, Inc. - Common Stock (VSAT) ST | Joint | P | January 22, 2026 | $50,001 - $100,000 | February 23, 2026 filing 20033929, p. 2 |
| TMUS | T-Mobile US, Inc. (TMUS) ST | Joint | S | January 13, 2026 | $50,001 - $100,000 | February 23, 2026 filing 20033929, p. 2 |
| WMT | Walmart Inc. - Common Stock (WMT) ST | Joint | P | January 13, 2026 | $50,001 - $100,000 | February 23, 2026 filing 20033929, p. 2 |
| NFLX | Netflix, Inc. - Common Stock (NFLX) ST | Joint | S | December 8, 2025 | $50,001 - $100,000 | January 8, 2026 filing 20033739, p. 1 |
| SHOP | Shopify Inc. - Class A Subordinate Voting Shares (SHOP) ST | Joint | P | December 8, 2025 | $50,001 - $100,000 | January 8, 2026 filing 20033739, p. 1 |
| IBM | International Business Machines Corporation Common Stock (IBM) ST | Joint | P | May 14, 2025 | $50,001 - $100,000 | June 13, 2025 filing 20030452, p. 1 |
| LIN | Linde plc - Ordinary Shares (LIN) ST | Joint | S | May 7, 2025 | $50,001 - $100,000 | June 13, 2025 filing 20030452, p. 1 |
| NFLX | Netflix, Inc. - Common Stock (NFLX) ST | Joint | P | April 16, 2025 | $50,001 - $100,000 | May 13, 2025 filing 20030283, p. 2 |
| MSFT | Microsoft Corporation - Common Stock (MSFT) ST | Joint | S (partial) | April 10, 2025 | $50,001 - $100,000 | May 13, 2025 filing 20030283, p. 1 |
| MSFT | Microsoft Corporation - Common Stock (MSFT) ST | Joint | S (partial) | May 12, 2026 | $15,001 - $50,000 | June 16, 2026 filing 20034688, p. 1 |
| SPG | Simon Property Group, Inc. Common Stock (SPG) ST | Joint | P | April 20, 2026 | $15,001 - $50,000 | May 27, 2026 filing 20034519, p. 1 |
| THC | Tenet Healthcare Corporation Common Stock (THC) ST | Joint | S | April 20, 2026 | $15,001 - $50,000 | May 27, 2026 filing 20034519, p. 1 |
| BP | BP p.l.c. Common Stock (BP) ST | Joint | P | March 19, 2026 | $15,001 - $50,000 | April 8, 2026 filing 20034301, p. 1 |
| ORLY | O'Reilly Automotive, Inc. - Common Stock (ORLY) ST | Joint | S | March 19, 2026 | $15,001 - $50,000 | April 8, 2026 filing 20034301, p. 1 |
| C | Citigroup, Inc. Common Stock (C) ST | Joint | P | January 30, 2026 | $15,001 - $50,000 | February 23, 2026 filing 20033929, p. 1 |
| GEV | GE Vernova Inc. Common Stock (GEV) ST | Joint | P | January 30, 2026 | $15,001 - $50,000 | February 23, 2026 filing 20033929, p. 1 |
| CPNG | Coupang, Inc. Class A Common Stock (CPNG) ST | Joint | S | January 22, 2026 | $15,001 - $50,000 | February 23, 2026 filing 20033929, p. 1 |
| PLTR | Palantir Technologies Inc. - Class A Common Stock (PLTR) ST | Joint | S | January 16, 2026 | $15,001 - $50,000 | February 23, 2026 filing 20033929, p. 1 |
| PLTR | Palantir Technologies Inc. - Class A Common Stock (PLTR) ST | Joint | P | December 22, 2025 | $15,001 - $50,000 | January 8, 2026 filing 20033739, p. 1 |
| HOOD | Robinhood Markets, Inc. - Class A Common Stock (HOOD) ST | Joint | S | December 22, 2025 | $15,001 - $50,000 | January 8, 2026 filing 20033739, p. 1 |
| MELI | MercadoLibre, Inc. - Common Stock (MELI) ST | Joint | S | December 10, 2025 | $15,001 - $50,000 | January 8, 2026 filing 20033739, p. 1 |
| THC | Tenet Healthcare Corporation Common Stock (THC) ST | Joint | P | December 10, 2025 | $15,001 - $50,000 | January 8, 2026 filing 20033739, p. 1 |
| DOCS | Doximity, Inc. Class A Common Stock (DOCS) ST | Joint | S | November 6, 2025 | $15,001 - $50,000 | December 5, 2025 filing 20033566, p. 1 |
| HOOD | Robinhood Markets, Inc. - Class A Common Stock (HOOD) ST | Joint | P | November 6, 2025 | $15,001 - $50,000 | December 5, 2025 filing 20033566, p. 1 |
| HOOD | Robinhood Markets, Inc. - Class A Common Stock (HOOD) ST | Joint | P | October 8, 2025 | $15,001 - $50,000 | November 10, 2025 filing 20033409, p. 1 |
| SHOP | Shopify Inc. - Class A Subordinate Voting Shares (SHOP) ST | Joint | P | October 6, 2025 | $15,001 - $50,000 | November 10, 2025 filing 20033409, p. 1 |
| DOCS | Doximity, Inc. Class A Common Stock (DOCS) ST | Joint | P | August 25, 2025 | $15,001 - $50,000 | September 23, 2025 filing 20031023, p. 1 |
| LLY | Eli Lilly and Company Common Stock (LLY) ST | Joint | S | June 3, 2025 | $15,001 - $50,000 | July 14, 2025 filing 20030599, p. 1 |
| IBM | International Business Machines Corporation Common Stock (IBM) ST | Joint | P | June 3, 2025 | $15,001 - $50,000 | July 14, 2025 filing 20030599, p. 1 |
| CHD | Church & Dwight Company, Inc. Common Stock (CHD) ST | Joint | S | May 14, 2025 | $15,001 - $50,000 | June 13, 2025 filing 20030452, p. 1 |
| GOOGL | Alphabet Inc. - Class A Common Stock (GOOGL) ST | Joint | S | April 21, 2025 | $15,001 - $50,000 | May 13, 2025 filing 20030283, p. 1 |
| LLY | Eli Lilly and Company Common Stock (LLY) ST | Joint | P | April 21, 2025 | $15,001 - $50,000 | May 13, 2025 filing 20030283, p. 1 |
| AMZN | Amazon.com, Inc. - Common Stock (AMZN) ST | Joint | S | April 16, 2025 | $15,001 - $50,000 | May 13, 2025 filing 20030283, p. 1 |
| ARMK | Aramark Common Stock (ARMK) ST | Joint | S | April 10, 2025 | $15,001 - $50,000 | May 13, 2025 filing 20030283, p. 1 |
| none | ILLINOIS WESLEYAN UNIV FIN REV RE; 4.0%; Due 09/01/2041 GS | Joint | P | March 28, 2025 | $15,001 - $50,000 | April 8, 2025 filing 20029065, p. 1 |
| CRM | Salesforce, Inc. Common Stock (CRM) ST | Joint | S | March 11, 2025 | $15,001 - $50,000 | April 8, 2025 filing 20029065, p. 1 |
| GD | General Dynamics Corporation Common Stock (GD) ST | Joint | S | December 16, 2024 | $15,001 - $50,000 | January 16, 2025 filing 20026545, p. 1 |
| ORLY | O'Reilly Automotive, Inc. - Common Stock (ORLY) ST | Joint | P | December 16, 2024 | $15,001 - $50,000 | January 16, 2025 filing 20026545, p. 1 |
| TIMB | TIM S.A. American Depositary Shares (TIMB) ST | Joint | S | December 9, 2024 | $15,001 - $50,000 | January 16, 2025 filing 20026545, p. 1 |
| VSAT | ViaSat, Inc. - Common Stock (VSAT) ST | Joint | S (partial) | August 28, 2026 | $1,001 - $15,000 | September 3, 2026 filing 20035370, p. 1 |
| HLT | Hilton Worldwide Holdings Inc. Common Stock (HLT) ST | Spouse | P | June 15, 2026 | $1,001 - $15,000 | July 15, 2026 filing 20034908, p. 1 |
| MCK | McKesson Corporation Common Stock (MCK) ST | Spouse | S | June 15, 2026 | $1,001 - $15,000 | July 15, 2026 filing 20034908, p. 1 |
| SPHR | Sphere Entertainment Co. Class A Common Stock (SPHR) ST | Spouse | P | June 15, 2026 | $1,001 - $15,000 | July 15, 2026 filing 20034908, p. 1 |
| ORLY | O'Reilly Automotive, Inc. - Common Stock (ORLY) ST | Member | S | April 24, 2026 | $1,001 - $15,000 | May 27, 2026 filing 20034519, p. 1 |
| THC | Tenet Healthcare Corporation Common Stock (THC) ST | Spouse | S | April 15, 2026 | $1,001 - $15,000 | May 27, 2026 filing 20034519, p. 1 |
| BP | BP p.l.c. Common Stock (BP) ST | Member | P | March 20, 2026 | $1,001 - $15,000 | April 8, 2026 filing 20034301, p. 1 |
| AMZN | Amazon.com, Inc. - Common Stock (AMZN) ST | Member | S | March 9, 2026 | $1,001 - $15,000 | April 8, 2026 filing 20034301, p. 1 |
| IBM | International Business Machines Corporation Common Stock (IBM) ST | Member | S | February 17, 2026 | $1,001 - $15,000 | March 12, 2026 filing 20034113, p. 2 |
| BK | The Bank of New York Mellon Corporation Common Stock (BK) ST | Member | P | February 17, 2026 | $1,001 - $15,000 | March 12, 2026 filing 20034113, p. 2 |
| AMZN | Amazon.com, Inc. - Common Stock (AMZN) ST | Spouse | S | February 11, 2026 | $1,001 - $15,000 | March 12, 2026 filing 20034113, p. 1 |
| C | Citigroup, Inc. Common Stock (C) ST | Spouse | P | February 11, 2026 | $1,001 - $15,000 | March 12, 2026 filing 20034113, p. 1 |
| THC | Tenet Healthcare Corporation Common Stock (THC) ST | Spouse | S (partial) | February 11, 2026 | $1,001 - $15,000 | March 12, 2026 filing 20034113, p. 2 |
| WELL | Welltower Inc. Common Stock (WELL) ST | Spouse | P | February 11, 2026 | $1,001 - $15,000 | March 12, 2026 filing 20034113, p. 2 |
| AMZN | Amazon.com, Inc. - Common Stock (AMZN) ST | Member | P | February 5, 2026 | $1,001 - $15,000 | March 12, 2026 filing 20034113, p. 1 |
| BRCM | Broadcom Corporation - Class A (BRCM) ST | Member | S | February 4, 2026 | $1,001 - $15,000 | March 12, 2026 filing 20034113, p. 1 |
| C | Citigroup, Inc. Common Stock (C) ST | Member | P | February 4, 2026 | $1,001 - $15,000 | March 12, 2026 filing 20034113, p. 1 |
| SHOP | Shopify Inc. - Class A Subordinate Voting Shares (SHOP) ST | Member | S | February 3, 2026 | $1,001 - $15,000 | March 12, 2026 filing 20034113, p. 2 |
| JPM | JP Morgan Chase & Co. Common Stock (JPM) ST | Spouse | P | January 20, 2026 | $1,001 - $15,000 | February 23, 2026 filing 20033929, p. 1 |
| HOOD | Robinhood Markets, Inc. - Class A Common Stock (HOOD) ST | Spouse | S | January 20, 2026 | $1,001 - $15,000 | February 23, 2026 filing 20033929, p. 1 |
| META | Meta Platforms, Inc. - Class A Common Stock (META) ST | Spouse | S | November 11, 2025 | $1,001 - $15,000 | December 5, 2025 filing 20033566, p. 1 |
| STT | State Street Corporation Common Stock (STT) ST | Spouse | P | November 11, 2025 | $1,001 - $15,000 | December 5, 2025 filing 20033566, p. 1 |
| TMUS | T-Mobile US, Inc. (TMUS) ST | Spouse | S | November 11, 2025 | $1,001 - $15,000 | December 5, 2025 filing 20033566, p. 1 |
| MCK | McKesson Corporation Common Stock (MCK) ST | Member | S | October 8, 2025 | $1,001 - $15,000 | November 10, 2025 filing 20033409, p. 1 |
| SHOP | Shopify Inc. - Class A Subordinate Voting Shares (SHOP) ST | Member | P | October 8, 2025 | $1,001 - $15,000 | November 10, 2025 filing 20033409, p. 1 |
| HOOD | Robinhood Markets, Inc. - Class A Common Stock (HOOD) ST | Spouse | P | September 5, 2025 | $1,001 - $15,000 | October 15, 2025 filing 20032232, p. 1 |
| LRCX | Lam Research Corporation - Common Stock (LRCX) ST | Spouse | S | September 3, 2025 | $1,001 - $15,000 | October 15, 2025 filing 20032232, p. 1 |
| THC | Tenet Healthcare Corporation Common Stock (THC) ST | Spouse | P | September 3, 2025 | $1,001 - $15,000 | October 15, 2025 filing 20032232, p. 1 |
| ARM | Arm Holdings plc - American Depositary Shares (ARM) ST | Spouse | S | September 2, 2025 | $1,001 - $15,000 | October 15, 2025 filing 20032232, p. 1 |
| IBM | International Business Machines Corporation Common Stock (IBM) ST | Spouse | S | August 13, 2025 | $1,001 - $15,000 | September 23, 2025 filing 20031023, p. 1 |
| LRCX | Lam Research Corporation - Common Stock (LRCX) ST | Spouse | P | August 13, 2025 | $1,001 - $15,000 | September 23, 2025 filing 20031023, p. 1 |
| ARM | Arm Holdings plc - American Depositary Shares (ARM) ST | Spouse | P | July 17, 2025 | $1,001 - $15,000 | August 25, 2025 filing 20030860, p. 1 |
| FMX | Fomento Economico Mexicano S.A.B. de C.V. Common Stock (FMX) ST | Spouse | S | July 17, 2025 | $1,001 - $15,000 | August 25, 2025 filing 20030860, p. 2 |
| LLY | Eli Lilly and Company Common Stock (LLY) ST | Spouse | S | May 21, 2025 | $1,001 - $15,000 | August 25, 2025 filing 20030860, p. 2 |
| FMX | Fomento Economico Mexicano S.A.B. de C.V. Common Stock (FMX) ST | Spouse | P | May 21, 2025 | $1,001 - $15,000 | August 25, 2025 filing 20030860, p. 2 |
| IBM | International Business Machines Corporation Common Stock (IBM) ST | Spouse | P | May 21, 2025 | $1,001 - $15,000 | August 25, 2025 filing 20030860, p. 2 |
| CHD | Church & Dwight Company, Inc. Common Stock (CHD) ST | Spouse | S | May 5, 2025 | $1,001 - $15,000 | August 25, 2025 filing 20030860, p. 2 |
| AMZN | Amazon.com, Inc. - Common Stock (AMZN) ST | Spouse | P | April 23, 2025 | $1,001 - $15,000 | August 25, 2025 filing 20030860, p. 1 |
| CHD | Church & Dwight Company, Inc. Common Stock (CHD) ST | Spouse | P | April 23, 2025 | $1,001 - $15,000 | August 25, 2025 filing 20030860, p. 2 |
| LLY | Eli Lilly and Company Common Stock (LLY) ST | Spouse | P | April 23, 2025 | $1,001 - $15,000 | August 25, 2025 filing 20030860, p. 2 |
| MCK | McKesson Corporation Common Stock (MCK) ST | Spouse | P | April 23, 2025 | $1,001 - $15,000 | August 25, 2025 filing 20030860, p. 3 |
| META | Meta Platforms, Inc. - Class A Common Stock (META) ST | Spouse | P | April 23, 2025 | $1,001 - $15,000 | August 25, 2025 filing 20030860, p. 4 |
| TMUS | T-Mobile US, Inc. (TMUS) ST | Spouse | P | April 23, 2025 | $1,001 - $15,000 | August 25, 2025 filing 20030860, p. 4 |
| WMB | Williams Companies, Inc. (WMB) ST | Spouse | S (partial) | April 23, 2025 | $1,001 - $15,000 | August 25, 2025 filing 20030860, p. 4 |
| META | Meta Platforms, Inc. - Class A Common Stock (META) ST | Joint | S | April 16, 2025 | $1,001 - $15,000 | May 13, 2025 filing 20030283, p. 1 |
| GS | Goldman Sachs Group, Inc. (GS) ST | Spouse | S | April 7, 2025 | $1,001 - $15,000 | August 25, 2025 filing 20030860, p. 2 |
| KKR | KKR & Co. Inc. Common Stock (KKR) ST | Spouse | S | April 4, 2025 | $1,001 - $15,000 | August 25, 2025 filing 20030860, p. 3 |
| AMZN | Amazon.com, Inc. - Common Stock (AMZN) ST | Spouse | P | March 24, 2025 | $1,001 - $15,000 | August 25, 2025 filing 20030860, p. 1 |
| CHD | Church & Dwight Company, Inc. Common Stock (CHD) ST | Spouse | P | March 24, 2025 | $1,001 - $15,000 | August 25, 2025 filing 20030860, p. 1 |
| GS | Goldman Sachs Group, Inc. (GS) ST | Spouse | P | March 24, 2025 | $1,001 - $15,000 | August 25, 2025 filing 20030860, p. 2 |
| KKR | KKR & Co. Inc. Common Stock (KKR) ST | Spouse | P | March 24, 2025 | $1,001 - $15,000 | August 25, 2025 filing 20030860, p. 3 |
| MCK | McKesson Corporation Common Stock (MCK) ST | Spouse | P | March 24, 2025 | $1,001 - $15,000 | August 25, 2025 filing 20030860, p. 3 |
| META | Meta Platforms, Inc. - Class A Common Stock (META) ST | Spouse | P | March 24, 2025 | $1,001 - $15,000 | August 25, 2025 filing 20030860, p. 3 |
| TMUS | T-Mobile US, Inc. (TMUS) ST | Spouse | P | March 24, 2025 | $1,001 - $15,000 | August 25, 2025 filing 20030860, p. 4 |
| WMB | Williams Companies, Inc. (WMB) ST | Spouse | P | March 24, 2025 | $1,001 - $15,000 | August 25, 2025 filing 20030860, p. 4 |
| PANW | Palo Alto Networks, Inc. (PANW) ST | Spouse | S | March 17, 2025 | $1,001 - $15,000 | August 25, 2025 filing 20030860, p. 4 |
| WMB | Williams Companies, Inc. (WMB) ST | Spouse | P | March 17, 2025 | $1,001 - $15,000 | August 25, 2025 filing 20030860, p. 4 |
| MCK | McKesson Corporation Common Stock (MCK) ST | Member | P | March 4, 2025 | $1,001 - $15,000 | April 8, 2025 filing 20029065, p. 1 |
| MSFT | Microsoft Corporation - Common Stock (MSFT) ST | Member | S | March 4, 2025 | $1,001 - $15,000 | April 8, 2025 filing 20029065, p. 1 |
| AMZN | Amazon.com, Inc. - Common Stock (AMZN) ST | Spouse | P | March 3, 2025 | $1,001 - $15,000 | August 25, 2025 filing 20030860, p. 1 |
| CHD | Church & Dwight Company, Inc. Common Stock (CHD) ST | Spouse | P | March 3, 2025 | $1,001 - $15,000 | August 25, 2025 filing 20030860, p. 1 |
| GS | Goldman Sachs Group, Inc. (GS) ST | Spouse | P | March 3, 2025 | $1,001 - $15,000 | August 25, 2025 filing 20030860, p. 2 |
| KKR | KKR & Co. Inc. Common Stock (KKR) ST | Spouse | P | March 3, 2025 | $1,001 - $15,000 | August 25, 2025 filing 20030860, p. 3 |
| MCK | McKesson Corporation Common Stock (MCK) ST | Spouse | P | March 3, 2025 | $1,001 - $15,000 | August 25, 2025 filing 20030860, p. 3 |
| META | Meta Platforms, Inc. - Class A Common Stock (META) ST | Spouse | P | March 3, 2025 | $1,001 - $15,000 | August 25, 2025 filing 20030860, p. 3 |
| PANW | Palo Alto Networks, Inc. (PANW) ST | Spouse | P | March 3, 2025 | $1,001 - $15,000 | August 25, 2025 filing 20030860, p. 4 |
| TMUS | T-Mobile US, Inc. (TMUS) ST | Spouse | P | March 3, 2025 | $1,001 - $15,000 | August 25, 2025 filing 20030860, p. 4 |
| META | Meta Platforms, Inc. - Class A Common Stock (META) ST | Joint | P | December 9, 2024 | $1,001 - $15,000 | January 16, 2025 filing 20026545, 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.
- September 3, 2026 Periodic transaction report (2026), filing 20035370 itemised above
- July 15, 2026 Periodic transaction report (2026), filing 20034908 itemised above
- June 16, 2026 Periodic transaction report (2026), filing 20034688 itemised above
- May 27, 2026 Periodic transaction report (2026), filing 20034519 itemised above
- April 27, 2026 Annual report (FD Original) (2025), filing 10073351 itemised above
- April 8, 2026 Periodic transaction report (2026), filing 20034301 itemised above
- March 12, 2026 Periodic transaction report (2026), filing 20034113 itemised above
- February 23, 2026 Periodic transaction report (2026), filing 20033929 itemised above
- January 8, 2026 Periodic transaction report (2026), filing 20033739 itemised above
- December 5, 2025 Periodic transaction report (2025), filing 20033566 itemised above
- November 10, 2025 Periodic transaction report (2025), filing 20033409 itemised above
- October 15, 2025 Periodic transaction report (2025), filing 20032232 itemised above
- September 23, 2025 Periodic transaction report (2025), filing 20031023 itemised above
- August 25, 2025 Periodic transaction report (2025), filing 20030860 itemised above
- July 14, 2025 Periodic transaction report (2025), filing 20030599 itemised above
- June 13, 2025 Periodic transaction report (2025), filing 20030452 itemised above
- May 15, 2025 Annual report (FD Original) (2024), filing 10067052
- May 13, 2025 Periodic transaction report (2025), filing 20030283 itemised above
- April 8, 2025 Periodic transaction report (2025), filing 20029065 itemised above
- January 16, 2025 Periodic transaction report (2025), filing 20026545 itemised above
- December 12, 2024 Periodic transaction report (2024), filing 20026313
- November 29, 2024 Periodic transaction report (2024), filing 20026125
- October 11, 2024 Periodic transaction report (2024), filing 20025938
- September 20, 2024 Periodic transaction report (2024), filing 20025792
- August 12, 2024 Periodic transaction report (2024), filing 20025635
- May 7, 2024 Periodic transaction report (2024), filing 20025000
- April 24, 2024 Periodic transaction report (2024), filing 20024811
- March 19, 2024 Periodic transaction report (2024), filing 20024606
- February 15, 2024 Periodic transaction report (2024), filing 20024450
- January 12, 2024 Periodic transaction report (2024), filing 20024253
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