Jared Moskowitz
U.S. Representative, Florida district 23 (FL23)
Latest disclosure August 27, 2026: Periodic transaction report, filing 20035243.
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 10074897.
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 |
|---|---|---|---|---|
| AMZN | Morgan Stanley Active Assets (2) ⇒ Amazon.com, Inc. (AMZN) ST | Member | $250,001 - $500,000 | p. 12 |
| none | MainStay Growth Allocation Class A MF | Member | $50,001 - $100,000 | p. 1 |
| none | Ashbritt Inc. 401k ⇒ American Funds Fundamental Investors® Class R-2 MF | Member | $50,001 - $100,000 | p. 3 |
| none | Ashbritt Inc. 401k ⇒ American Funds The Growth Fund of America® Class R-2 MF | Member | $50,001 - $100,000 | p. 3 |
| none | Ashbritt Inc. 401k ⇒ Invesco American Franchise Fund Class R MF | Member | $50,001 - $100,000 | p. 3 |
| SPYM | Betterment SEP IRA (SP) ⇒ State Street SPDR Portfolio S&P 500 ETF (SPYM) EF | Spouse | $50,001 - $100,000 | p. 5 |
| none | John Hancock Freedom 529 Plan ⇒ BLUE CHIP GROWTH PORTFOLIO A MF | Dependent child | $50,001 - $100,000 | p. 6 |
| AAPL | Morgan Stanley Active Assets (2) ⇒ Apple Inc. (AAPL) ST | Member | $50,001 - $100,000 | p. 12 |
| BAC | Morgan Stanley Active Assets (2) ⇒ Bank of America Corporation (BAC) ST | Member | $50,001 - $100,000 | p. 12 |
| GS | Morgan Stanley Active Assets (2) ⇒ Goldman Sachs Group, Inc. (GS) ST | Member | $50,001 - $100,000 | p. 12 |
| MSFT | Morgan Stanley Active Assets (2) ⇒ Microsoft Corporation (MSFT) ST | Member | $50,001 - $100,000 | p. 12 |
| none | MainStay MacKay High Yield Corporate Bond Fund Class A MF | Member | $15,001 - $50,000 | p. 1 |
| none | Stationhead, Inc. PS | Member | $15,001 - $50,000 | p. 2 |
| RBMTX | Ashbritt Inc. 401k ⇒ American Funds 2055 Target Date Retirement Fund® Class R-2 (RBMTX) MF | Member | $15,001 - $50,000 | p. 3 |
| RITBX | Ashbritt Inc. 401k ⇒ American Funds American High-Income Trust® Class R-2 (RITBX) MF | Member | $15,001 - $50,000 | p. 3 |
| PSGRX | Ashbritt Inc. 401k ⇒ Putnam Small Cap Growth Fund Class R (PSGRX) MF | Member | $15,001 - $50,000 | p. 4 |
| SPYM | Betterment SEP IRA ⇒ State Street SPDR Portfolio S&P 500 ETF (SPYM) EF | Member | $15,001 - $50,000 | p. 4 |
| VEA | Betterment SEP IRA ⇒ Vanguard FTSE Developed Markets ETF (VEA) EF | Member | $15,001 - $50,000 | p. 4 |
| AGG | Betterment SEP IRA (SP) ⇒ iShares Core U.S. Aggregate Bond ETF (AGG) EF | Spouse | $15,001 - $50,000 | p. 4 |
| VEA | Betterment SEP IRA (SP) ⇒ Vanguard FTSE Developed Markets ETF (VEA) EF | Spouse | $15,001 - $50,000 | p. 5 |
| none | John Hancock Freedom 529 Plan ⇒ MID-CAP VALUE PORTFOLIO A MF | Dependent child | $15,001 - $50,000 | p. 6 |
| none | John Hancock Freedom 529 Plan ⇒ NEW HORIZONS PORTFOLIO A MF | Dependent child | $15,001 - $50,000 | p. 6 |
| ABBV | Morgan Stanley Active Assets (1) ⇒ AbbVie Inc. Common Stock (ABBV) ST | Member | $15,001 - $50,000 | p. 7 |
| ACN | Morgan Stanley Active Assets (1) ⇒ Accenture plc Class A Ordinary Shares (ACN) ST | Member | $15,001 - $50,000 | p. 7 |
| GOOG | Morgan Stanley Active Assets (1) ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) ST | Member | $15,001 - $50,000 | p. 7 |
| AMZN | Morgan Stanley Active Assets (1) ⇒ Amazon.com, Inc. - Common Stock (AMZN) ST | Member | $15,001 - $50,000 | p. 7 |
| AXP | Morgan Stanley Active Assets (1) ⇒ American Express Company Common Stock (AXP) ST | Member | $15,001 - $50,000 | p. 7 |
| AMGN | Morgan Stanley Active Assets (1) ⇒ Amgen Inc. (AMGN) ST | Member | $15,001 - $50,000 | p. 7 |
| ADI | Morgan Stanley Active Assets (1) ⇒ Analog Devices, Inc. - Common Stock (ADI) ST | Member | $15,001 - $50,000 | p. 7 |
| AAPL | Morgan Stanley Active Assets (1) ⇒ Apple Inc. (AAPL) ST | Member | $15,001 - $50,000 | p. 7 |
| ATO | Morgan Stanley Active Assets (1) ⇒ Atmos Energy Corporation Common Stock (ATO) ST | Member | $15,001 - $50,000 | p. 7 |
| BRK.B | Morgan Stanley Active Assets (1) ⇒ Berkshire Hathaway Inc. New (BRK.B) ST | Member | $15,001 - $50,000 | p. 8 |
| AVGO | Morgan Stanley Active Assets (1) ⇒ Broadcom Inc. - Common Stock (AVGO) ST | Member | $15,001 - $50,000 | p. 8 |
| CAT | Morgan Stanley Active Assets (1) ⇒ Caterpillar, Inc. (CAT) ST | Member | $15,001 - $50,000 | p. 8 |
| CSCO | Morgan Stanley Active Assets (1) ⇒ Cisco Systems, Inc. - Common Stock (CSCO) ST | Member | $15,001 - $50,000 | p. 8 |
| COST | Morgan Stanley Active Assets (1) ⇒ Costco Wholesale Corporation (COST) ST | Member | $15,001 - $50,000 | p. 8 |
| CMI | Morgan Stanley Active Assets (1) ⇒ Cummins Inc. Common Stock (CMI) ST | Member | $15,001 - $50,000 | p. 8 |
| DELL | Morgan Stanley Active Assets (1) ⇒ Dell Technologies Inc. Class C Common Stock (DELL) ST | Member | $15,001 - $50,000 | p. 8 |
| LLY | Morgan Stanley Active Assets (1) ⇒ Eli Lilly and Company Common Stock (LLY) ST | Member | $15,001 - $50,000 | p. 8 |
| RACE | Morgan Stanley Active Assets (1) ⇒ Ferrari N.V. Common Shares (RACE) ST | Member | $15,001 - $50,000 | p. 8 |
| GS | Morgan Stanley Active Assets (1) ⇒ Goldman Sachs Group, Inc. (GS) ST | Member | $15,001 - $50,000 | p. 8 |
| ITW | Morgan Stanley Active Assets (1) ⇒ Illinois Tool Works Inc. (ITW) ST | Member | $15,001 - $50,000 | p. 9 |
| JNJ | Morgan Stanley Active Assets (1) ⇒ Johnson & Johnson (JNJ) ST | Member | $15,001 - $50,000 | p. 9 |
| JPM | Morgan Stanley Active Assets (1) ⇒ JP Morgan Chase & Co. Common Stock (JPM) ST | Member | $15,001 - $50,000 | p. 9 |
| LIN | Morgan Stanley Active Assets (1) ⇒ Linde plc - Ordinary Shares (LIN) ST | Member | $15,001 - $50,000 | p. 9 |
| LMT | Morgan Stanley Active Assets (1) ⇒ Lockheed Martin Corporation (LMT) ST | Member | $15,001 - $50,000 | p. 9 |
| MCD | Morgan Stanley Active Assets (1) ⇒ McDonald's Corporation (MCD) ST | Member | $15,001 - $50,000 | p. 9 |
| MCK | Morgan Stanley Active Assets (1) ⇒ McKesson Corporation Common Stock (MCK) ST | Member | $15,001 - $50,000 | p. 9 |
| META | Morgan Stanley Active Assets (1) ⇒ Meta Platforms, Inc. - Class A (META) ST | Member | $15,001 - $50,000 | p. 9 |
| MSFT | Morgan Stanley Active Assets (1) ⇒ Microsoft Corporation (MSFT) ST | Member | $15,001 - $50,000 | p. 9 |
| NVDA | Morgan Stanley Active Assets (1) ⇒ NVIDIA Corporation - Common Stock (NVDA) ST | Member | $15,001 - $50,000 | p. 9 |
| ORCL | Morgan Stanley Active Assets (1) ⇒ Oracle Corporation Common Stock (ORCL) ST | Member | $15,001 - $50,000 | p. 10 |
| PEG | Morgan Stanley Active Assets (1) ⇒ Public Service Enterprise Group Incorporated (PEG) ST | Member | $15,001 - $50,000 | p. 10 |
| QCOM | Morgan Stanley Active Assets (1) ⇒ QUALCOMM Incorporated (QCOM) ST | Member | $15,001 - $50,000 | p. 10 |
| RPM | Morgan Stanley Active Assets (1) ⇒ RPM International Inc. (RPM) ST | Member | $15,001 - $50,000 | p. 10 |
| SPGI | Morgan Stanley Active Assets (1) ⇒ S&P Global Inc. (SPGI) ST | Member | $15,001 - $50,000 | p. 10 |
| SO | Morgan Stanley Active Assets (1) ⇒ Southern Company (SO) ST | Member | $15,001 - $50,000 | p. 10 |
| GLD | Morgan Stanley Active Assets (1) ⇒ SPDR Gold Shares (GLD) EF | Member | $15,001 - $50,000 | p. 10 |
| XLE | Morgan Stanley Active Assets (1) ⇒ SPDR Select Sector Fund - Energy Select Sector (XLE) EF | Member | $15,001 - $50,000 | p. 10 |
| SYK | Morgan Stanley Active Assets (1) ⇒ Stryker Corporation (SYK) ST | Member | $15,001 - $50,000 | p. 11 |
| TMUS | Morgan Stanley Active Assets (1) ⇒ T-Mobile US, Inc. (TMUS) ST | Member | $15,001 - $50,000 | p. 11 |
| TSM | Morgan Stanley Active Assets (1) ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) ST | Member | $15,001 - $50,000 | p. 11 |
| TSLA | Morgan Stanley Active Assets (1) ⇒ Tesla, Inc. (TSLA) ST | Member | $15,001 - $50,000 | p. 11 |
| TJX | Morgan Stanley Active Assets (1) ⇒ TJX Companies, Inc. (TJX) ST | Member | $15,001 - $50,000 | p. 11 |
| TSCO | Morgan Stanley Active Assets (1) ⇒ Tractor Supply Company - Common Stock (TSCO) ST | Member | $15,001 - $50,000 | p. 11 |
| UBER | Morgan Stanley Active Assets (1) ⇒ Uber Technologies, Inc. (UBER) ST | Member | $15,001 - $50,000 | p. 11 |
| V | Morgan Stanley Active Assets (1) ⇒ Visa Inc. (V) ST | Member | $15,001 - $50,000 | p. 11 |
| GWW | Morgan Stanley Active Assets (1) ⇒ W.W. Grainger, Inc. Common Stock (GWW) ST | Member | $15,001 - $50,000 | p. 11 |
| WMT | Morgan Stanley Active Assets (1) ⇒ Walmart Inc. (WMT) ST | Member | $15,001 - $50,000 | p. 12 |
| AMGN | Morgan Stanley Active Assets (2) ⇒ Amgen Inc. (AMGN) ST | Member | $15,001 - $50,000 | p. 12 |
| HD | Morgan Stanley Active Assets (2) ⇒ Home Depot, Inc. (HD) ST | Member | $15,001 - $50,000 | p. 12 |
| JNJ | Morgan Stanley Active Assets (2) ⇒ Johnson & Johnson (JNJ) ST | Member | $15,001 - $50,000 | p. 12 |
| none | Morgan Stanley Active Assets (2) ⇒ MIAMI-DADE CNTY FL AVIATION REV REF-B GS | Member | $15,001 - $50,000 | p. 12 |
| TSLA | Morgan Stanley Active Assets (2) ⇒ Tesla, Inc. (TSLA) ST | Member | $15,001 - $50,000 | p. 12 |
| AAPL | Morgan Stanley Active Assets (5) ⇒ Apple Inc. (AAPL) ST | Dependent child | $15,001 - $50,000 | p. 13 |
| MSFT | Morgan Stanley Active Assets (5) ⇒ Microsoft Corporation (MSFT) ST | Dependent child | $15,001 - $50,000 | p. 15 |
| XLE | Morgan Stanley Active Assets (6) ⇒ State Street Energy Select Sector SPDR ETF (XLE) EF | Dependent child | $15,001 - $50,000 | p. 21 |
| NTREA | Morgan Stanley Bright Directions 529 Plan ⇒ UBT 529 TROWE PRICE EQ INC A (NTREA) MF | Dependent child | $15,001 - $50,000 | p. 22 |
| NTEIC | Morgan Stanley Bright Directions 529 Plan ⇒ UBT 529 TROWE PRICE EQ INC C (NTEIC) MF | Dependent child | $15,001 - $50,000 | p. 22 |
| none | StartEngine Investment Account ⇒ AEXLAB PS | Member | $15,001 - $50,000 | p. 23 |
| none | Stash (1) ⇒ Vanguard Total Stock Market EF | Member | $15,001 - $50,000 | p. 24 |
| AAPL | Stash IRA ⇒ Apple Inc. (AAPL) ST | Member | $15,001 - $50,000 | p. 24 |
| AAPL | Stash UTMA (DC 1) ⇒ Apple Inc. (AAPL) ST | Dependent child | $15,001 - $50,000 | p. 25 |
| AMZN | Stash UTMA (DC 2) ⇒ Amazon.com, Inc. - Common Stock (AMZN) ST | Dependent child | $15,001 - $50,000 | p. 25 |
| AAPL | Stash UTMA (DC 2) ⇒ Apple Inc. (AAPL) ST | Dependent child | $15,001 - $50,000 | p. 25 |
| none | Emergency Ventures, Inc. OP | Member | $1,001 - $15,000 | p. 1 |
| none | Merit International OP | Member | $1,001 - $15,000 | p. 2 |
| RICBX | Ashbritt Inc. 401k ⇒ American Funds Investment Company of America® Class R-2 (RICBX) MF | Member | $1,001 - $15,000 | p. 3 |
| AGG | Betterment SEP IRA ⇒ iShares Core U.S. Aggregate Bond ETF (AGG) EF | Member | $1,001 - $15,000 | p. 4 |
| EMB | Betterment SEP IRA ⇒ iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) EF | Member | $1,001 - $15,000 | p. 4 |
| SPMD | Betterment SEP IRA ⇒ SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) EF | Member | $1,001 - $15,000 | p. 4 |
| SPSM | Betterment SEP IRA ⇒ SPDR Portfolio S&P 600 Small Cap ETF (SPSM) EF | Member | $1,001 - $15,000 | p. 4 |
| VWO | Betterment SEP IRA ⇒ Vanguard FTSE Emerging Markets ETF (VWO) EF | Member | $1,001 - $15,000 | p. 4 |
| BNDX | Betterment SEP IRA ⇒ Vanguard Total International Bond ETF (BNDX) EF | Member | $1,001 - $15,000 | p. 4 |
| STIP | Betterment SEP IRA (SP) ⇒ iShares 0-5 Year TIPS Bond ETF (STIP) EF | Spouse | $1,001 - $15,000 | p. 4 |
| EMB | Betterment SEP IRA (SP) ⇒ iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) EF | Spouse | $1,001 - $15,000 | p. 4 |
| SPMD | Betterment SEP IRA (SP) ⇒ SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) EF | Spouse | $1,001 - $15,000 | p. 4 |
| SPSM | Betterment SEP IRA (SP) ⇒ SPDR Portfolio S&P 600 Small Cap ETF (SPSM) EF | Spouse | $1,001 - $15,000 | p. 4 |
| VWO | Betterment SEP IRA (SP) ⇒ Vanguard FTSE Emerging Markets ETF (VWO) EF | Spouse | $1,001 - $15,000 | p. 5 |
| BNDX | Betterment SEP IRA (SP) ⇒ Vanguard Total International Bond ETF (BNDX) EF | Spouse | $1,001 - $15,000 | p. 5 |
| TLH | Eagle Strategies Investment Account ⇒ iShares 10-20 Year Treasury Bond ETF (TLH) EF | Member | $1,001 - $15,000 | p. 5 |
| BAI | Eagle Strategies Investment Account ⇒ iShares A.I. Innovation and Tech Active ETF (BAI) EF | Member | $1,001 - $15,000 | p. 5 |
| IEMG | Eagle Strategies Investment Account ⇒ iShares Core MSCI Emerging Markets ETF (IEMG) EF | Member | $1,001 - $15,000 | p. 5 |
| none | Eagle Strategies Investment Account ⇒ iShares Core S&P 500 ETF EF | Member | $1,001 - $15,000 | p. 5 |
| none | Eagle Strategies Investment Account ⇒ iShares Core Total USD Bond Market ETF EF | Member | $1,001 - $15,000 | p. 5 |
| IAU | Eagle Strategies Investment Account ⇒ iShares Gold Trust Shares (IAU) EF | Member | $1,001 - $15,000 | p. 5 |
| IAGG | Eagle Strategies Investment Account ⇒ iShares International Aggregate Bond Fund (IAGG) EF | Member | $1,001 - $15,000 | p. 5 |
| none | Eagle Strategies Investment Account ⇒ iShares MSCI EAFE Value ETF EF | Member | $1,001 - $15,000 | p. 5 |
| MTUM | Eagle Strategies Investment Account ⇒ iShares MSCI USA Momentum Factor (MTUM) EF | Member | $1,001 - $15,000 | p. 6 |
| QUAL | Eagle Strategies Investment Account ⇒ iShares MSCI USA Quality Factor ETF (QUAL) EF | Member | $1,001 - $15,000 | p. 6 |
| OEF | Eagle Strategies Investment Account ⇒ iShares S&P 100 Fund (OEF) EF | Member | $1,001 - $15,000 | p. 6 |
| IVW | Eagle Strategies Investment Account ⇒ iShares S&P 500 Growth ETF (IVW) EF | Member | $1,001 - $15,000 | p. 6 |
| IVE | Eagle Strategies Investment Account ⇒ iShares S&P 500 Value ETF (IVE) EF | Member | $1,001 - $15,000 | p. 6 |
| ITA | Eagle Strategies Investment Account ⇒ iShares U.S. Aerospace & Defense ETF (ITA) EF | Member | $1,001 - $15,000 | p. 6 |
| DYNF | Eagle Strategies Investment Account ⇒ iShares U.S. Equity Factor Rotation Active ETF (DYNF) EF | Member | $1,001 - $15,000 | p. 6 |
| THRO | Eagle Strategies Investment Account ⇒ iShares U.S. Thematic Rotation Active ETF (THRO) EF | Member | $1,001 - $15,000 | p. 6 |
| none | John Hancock Freedom 529 Plan ⇒ INTERNATIONAL VALUE PORTFOLIO A MF | Dependent child | $1,001 - $15,000 | p. 6 |
| none | John Hancock Freedom 529 Plan ⇒ SMALL-CAP STOCK PORTFOLIO A MF | Dependent child | $1,001 - $15,000 | p. 7 |
| ADP | Morgan Stanley Active Assets (1) ⇒ Automatic Data Processing, Inc. (ADP) ST | Member | $1,001 - $15,000 | p. 7 |
| BRO | Morgan Stanley Active Assets (1) ⇒ Brown & Brown, Inc. (BRO) ST | Member | $1,001 - $15,000 | p. 8 |
| CB | Morgan Stanley Active Assets (1) ⇒ Chubb Limited (CB) ST | Member | $1,001 - $15,000 | p. 8 |
| HCA | Morgan Stanley Active Assets (1) ⇒ HCA Healthcare, Inc. Common Stock (HCA) ST | Member | $1,001 - $15,000 | p. 9 |
| HD | Morgan Stanley Active Assets (1) ⇒ Home Depot, Inc. (HD) ST | Member | $1,001 - $15,000 | p. 9 |
| HON | Morgan Stanley Active Assets (1) ⇒ Honeywell International Inc. (HON) ST | Member | $1,001 - $15,000 | p. 9 |
| LUMN | Morgan Stanley Active Assets (1) ⇒ Lumen Technologies, Inc. Common Stock (LUMN) ST | Member | $1,001 - $15,000 | p. 9 |
| PG | Morgan Stanley Active Assets (1) ⇒ Procter & Gamble Company (PG) ST | Member | $1,001 - $15,000 | p. 10 |
| ROP | Morgan Stanley Active Assets (1) ⇒ Roper Technologies, Inc. (ROP) ST | Member | $1,001 - $15,000 | p. 10 |
| SHW | Morgan Stanley Active Assets (1) ⇒ Sherwin-Williams Company (SHW) ST | Member | $1,001 - $15,000 | p. 10 |
| BIL | Morgan Stanley Active Assets (1) ⇒ State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) EF | Member | $1,001 - $15,000 | p. 11 |
| STE | Morgan Stanley Active Assets (1) ⇒ STERIS plc (STE) ST | Member | $1,001 - $15,000 | p. 11 |
| CI | Morgan Stanley Active Assets (1) ⇒ The Cigna Group Common Stock (CI) ST | Member | $1,001 - $15,000 | p. 11 |
| WM | Morgan Stanley Active Assets (1) ⇒ Waste Management, Inc. (WM) ST | Member | $1,001 - $15,000 | p. 12 |
| POAHF | Morgan Stanley Active Assets (2) ⇒ Porsche Automobil Holding SE Stuttgart Pref No VTG RTS (POAHF) ST | Member | $1,001 - $15,000 | p. 12 |
| PG | Morgan Stanley Active Assets (2) ⇒ Procter & Gamble Company (PG) ST | Member | $1,001 - $15,000 | p. 12 |
| UNH | Morgan Stanley Active Assets (2) ⇒ UnitedHealth Group Incorporated Common Stock (UNH) ST | Member | $1,001 - $15,000 | p. 13 |
| ABBV | Morgan Stanley Active Assets (5) ⇒ AbbVie Inc. Common Stock (ABBV) ST | Dependent child | $1,001 - $15,000 | p. 13 |
| ACN | Morgan Stanley Active Assets (5) ⇒ Accenture plc Class A Ordinary Shares (ACN) ST | Dependent child | $1,001 - $15,000 | p. 13 |
| GOOG | Morgan Stanley Active Assets (5) ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) ST | Dependent child | $1,001 - $15,000 | p. 13 |
| AMZN | Morgan Stanley Active Assets (5) ⇒ Amazon.com, Inc. - Common Stock (AMZN) ST | Dependent child | $1,001 - $15,000 | p. 13 |
| AXP | Morgan Stanley Active Assets (5) ⇒ American Express Company Common Stock (AXP) ST | Dependent child | $1,001 - $15,000 | p. 13 |
| AMGN | Morgan Stanley Active Assets (5) ⇒ Amgen Inc. (AMGN) ST | Dependent child | $1,001 - $15,000 | p. 13 |
| ADI | Morgan Stanley Active Assets (5) ⇒ Analog Devices, Inc. - Common Stock (ADI) ST | Dependent child | $1,001 - $15,000 | p. 13 |
| ATO | Morgan Stanley Active Assets (5) ⇒ Atmos Energy Corporation Common Stock (ATO) ST | Dependent child | $1,001 - $15,000 | p. 14 |
| ADP | Morgan Stanley Active Assets (5) ⇒ Automatic Data Processing, Inc. (ADP) ST | Dependent child | $1,001 - $15,000 | p. 14 |
| BRK.B | Morgan Stanley Active Assets (5) ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) ST | Dependent child | $1,001 - $15,000 | p. 14 |
| AVGO | Morgan Stanley Active Assets (5) ⇒ Broadcom Inc. - Common Stock (AVGO) ST | Dependent child | $1,001 - $15,000 | p. 14 |
| BRO | Morgan Stanley Active Assets (5) ⇒ Brown & Brown, Inc. (BRO) ST | Dependent child | $1,001 - $15,000 | p. 14 |
| CAT | Morgan Stanley Active Assets (5) ⇒ Caterpillar, Inc. (CAT) ST | Dependent child | $1,001 - $15,000 | p. 14 |
| CB | Morgan Stanley Active Assets (5) ⇒ Chubb Limited (CB) ST | Dependent child | $1,001 - $15,000 | p. 14 |
| CSCO | Morgan Stanley Active Assets (5) ⇒ Cisco Systems, Inc. - Common Stock (CSCO) ST | Dependent child | $1,001 - $15,000 | p. 14 |
| COST | Morgan Stanley Active Assets (5) ⇒ Costco Wholesale Corporation (COST) ST | Dependent child | $1,001 - $15,000 | p. 14 |
| CMI | Morgan Stanley Active Assets (5) ⇒ Cummins Inc. Common Stock (CMI) ST | Dependent child | $1,001 - $15,000 | p. 14 |
| DELL | Morgan Stanley Active Assets (5) ⇒ Dell Technologies Inc. Class C Common Stock (DELL) ST | Dependent child | $1,001 - $15,000 | p. 14 |
| LLY | Morgan Stanley Active Assets (5) ⇒ Eli Lilly and Company Common Stock (LLY) ST | Dependent child | $1,001 - $15,000 | p. 14 |
| XLE | Morgan Stanley Active Assets (5) ⇒ Energy Select Sector SPDR Fund (XLE) EF | Dependent child | $1,001 - $15,000 | p. 14 |
| GS | Morgan Stanley Active Assets (5) ⇒ Goldman Sachs Group, Inc. (GS) ST | Dependent child | $1,001 - $15,000 | p. 15 |
| HCA | Morgan Stanley Active Assets (5) ⇒ HCA Healthcare, Inc. Common Stock (HCA) ST | Dependent child | $1,001 - $15,000 | p. 15 |
| HD | Morgan Stanley Active Assets (5) ⇒ Home Depot, Inc. (HD) ST | Dependent child | $1,001 - $15,000 | p. 15 |
| HON | Morgan Stanley Active Assets (5) ⇒ Honeywell International Inc. (HON) ST | Dependent child | $1,001 - $15,000 | p. 15 |
| ITW | Morgan Stanley Active Assets (5) ⇒ Illinois Tool Works Inc. (ITW) ST | Dependent child | $1,001 - $15,000 | p. 15 |
| JNJ | Morgan Stanley Active Assets (5) ⇒ Johnson & Johnson (JNJ) ST | Dependent child | $1,001 - $15,000 | p. 15 |
| JPM | Morgan Stanley Active Assets (5) ⇒ JP Morgan Chase & Co. Common Stock (JPM) ST | Dependent child | $1,001 - $15,000 | p. 15 |
| LIN | Morgan Stanley Active Assets (5) ⇒ Linde plc - Ordinary Shares (LIN) ST | Dependent child | $1,001 - $15,000 | p. 15 |
| LMT | Morgan Stanley Active Assets (5) ⇒ Lockheed Martin Corporation (LMT) ST | Dependent child | $1,001 - $15,000 | p. 15 |
| MA | Morgan Stanley Active Assets (5) ⇒ Mastercard Incorporated (MA) ST | Dependent child | $1,001 - $15,000 | p. 15 |
| MCD | Morgan Stanley Active Assets (5) ⇒ McDonald's Corporation (MCD) ST | Dependent child | $1,001 - $15,000 | p. 15 |
| MCK | Morgan Stanley Active Assets (5) ⇒ McKesson Corporation Common Stock (MCK) ST | Dependent child | $1,001 - $15,000 | p. 15 |
| META | Morgan Stanley Active Assets (5) ⇒ Meta Platforms, Inc. - Class A Common Stock (META) ST | Dependent child | $1,001 - $15,000 | p. 15 |
| NEE | Morgan Stanley Active Assets (5) ⇒ NextEra Energy, Inc. (NEE) ST | Dependent child | $1,001 - $15,000 | p. 16 |
| NVDA | Morgan Stanley Active Assets (5) ⇒ NVIDIA Corporation - Common Stock (NVDA) ST | Dependent child | $1,001 - $15,000 | p. 16 |
| ORCL | Morgan Stanley Active Assets (5) ⇒ Oracle Corporation Common Stock (ORCL) ST | Dependent child | $1,001 - $15,000 | p. 16 |
| PG | Morgan Stanley Active Assets (5) ⇒ Procter & Gamble Company (PG) ST | Dependent child | $1,001 - $15,000 | p. 16 |
| PEG | Morgan Stanley Active Assets (5) ⇒ Public Service Enterprise Group Incorporated (PEG) ST | Dependent child | $1,001 - $15,000 | p. 16 |
| QCOM | Morgan Stanley Active Assets (5) ⇒ QUALCOMM Incorporated (QCOM) ST | Dependent child | $1,001 - $15,000 | p. 16 |
| ROP | Morgan Stanley Active Assets (5) ⇒ Roper Technologies, Inc. (ROP) ST | Dependent child | $1,001 - $15,000 | p. 16 |
| RPM | Morgan Stanley Active Assets (5) ⇒ RPM International Inc. (RPM) ST | Dependent child | $1,001 - $15,000 | p. 16 |
| SPGI | Morgan Stanley Active Assets (5) ⇒ S&P Global Inc. (SPGI) ST | Dependent child | $1,001 - $15,000 | p. 16 |
| SHW | Morgan Stanley Active Assets (5) ⇒ Sherwin-Williams Company (SHW) ST | Dependent child | $1,001 - $15,000 | p. 16 |
| SNA | Morgan Stanley Active Assets (5) ⇒ Snap-On Incorporated Common Stock (SNA) ST | Dependent child | $1,001 - $15,000 | p. 16 |
| SO | Morgan Stanley Active Assets (5) ⇒ Southern Company (SO) ST | Dependent child | $1,001 - $15,000 | p. 16 |
| GLD | Morgan Stanley Active Assets (5) ⇒ SPDR Gold Shares (GLD) EF | Dependent child | $1,001 - $15,000 | p. 16 |
| BIL | Morgan Stanley Active Assets (5) ⇒ State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) EF | Dependent child | $1,001 - $15,000 | p. 17 |
| SYK | Morgan Stanley Active Assets (5) ⇒ Stryker Corporation Common Stock (SYK) ST | Dependent child | $1,001 - $15,000 | p. 17 |
| TMUS | Morgan Stanley Active Assets (5) ⇒ T-Mobile US, Inc. (TMUS) ST | Dependent child | $1,001 - $15,000 | p. 17 |
| TSM | Morgan Stanley Active Assets (5) ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) ST | Dependent child | $1,001 - $15,000 | p. 17 |
| CI | Morgan Stanley Active Assets (5) ⇒ The Cigna Group Common Stock (CI) ST | Dependent child | $1,001 - $15,000 | p. 17 |
| TJX | Morgan Stanley Active Assets (5) ⇒ TJX Companies, Inc. (TJX) ST | Dependent child | $1,001 - $15,000 | p. 17 |
| TSCO | Morgan Stanley Active Assets (5) ⇒ Tractor Supply Company - Common Stock (TSCO) ST | Dependent child | $1,001 - $15,000 | p. 17 |
| V | Morgan Stanley Active Assets (5) ⇒ Visa Inc. (V) ST | Dependent child | $1,001 - $15,000 | p. 17 |
| GWW | Morgan Stanley Active Assets (5) ⇒ W.W. Grainger, Inc. Common Stock (GWW) ST | Dependent child | $1,001 - $15,000 | p. 17 |
| WMT | Morgan Stanley Active Assets (5) ⇒ Walmart Inc. (WMT) ST | Dependent child | $1,001 - $15,000 | p. 17 |
| WM | Morgan Stanley Active Assets (5) ⇒ Waste Management, Inc. (WM) ST | Dependent child | $1,001 - $15,000 | p. 17 |
| ABBV | Morgan Stanley Active Assets (6) ⇒ AbbVie Inc. Common Stock (ABBV) ST | Dependent child | $1,001 - $15,000 | p. 17 |
| ACN | Morgan Stanley Active Assets (6) ⇒ Accenture plc Class A Ordinary Shares (ACN) ST | Dependent child | $1,001 - $15,000 | p. 17 |
| GOOG | Morgan Stanley Active Assets (6) ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) ST | Dependent child | $1,001 - $15,000 | p. 18 |
| AMZN | Morgan Stanley Active Assets (6) ⇒ Amazon.com, Inc. - Common Stock (AMZN) ST | Dependent child | $1,001 - $15,000 | p. 18 |
| AXP | Morgan Stanley Active Assets (6) ⇒ American Express Company Common Stock (AXP) ST | Dependent child | $1,001 - $15,000 | p. 18 |
| AMGN | Morgan Stanley Active Assets (6) ⇒ Amgen Inc. (AMGN) ST | Dependent child | $1,001 - $15,000 | p. 18 |
| ADI | Morgan Stanley Active Assets (6) ⇒ Analog Devices, Inc. - Common Stock (ADI) ST | Dependent child | $1,001 - $15,000 | p. 18 |
| AAPL | Morgan Stanley Active Assets (6) ⇒ Apple Inc. (AAPL) ST | Dependent child | $1,001 - $15,000 | p. 18 |
| ATO | Morgan Stanley Active Assets (6) ⇒ Atmos Energy Corporation Common Stock (ATO) ST | Dependent child | $1,001 - $15,000 | p. 18 |
| ADP | Morgan Stanley Active Assets (6) ⇒ Automatic Data Processing, Inc. (ADP) ST | Dependent child | $1,001 - $15,000 | p. 18 |
| BRK.B | Morgan Stanley Active Assets (6) ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) ST | Dependent child | $1,001 - $15,000 | p. 18 |
| AVGO | Morgan Stanley Active Assets (6) ⇒ Broadcom Inc. - Common Stock (AVGO) ST | Dependent child | $1,001 - $15,000 | p. 18 |
| BRO | Morgan Stanley Active Assets (6) ⇒ Brown & Brown, Inc. (BRO) ST | Dependent child | $1,001 - $15,000 | p. 18 |
| CAT | Morgan Stanley Active Assets (6) ⇒ Caterpillar, Inc. (CAT) ST | Dependent child | $1,001 - $15,000 | p. 18 |
| CB | Morgan Stanley Active Assets (6) ⇒ Chubb Limited (CB) ST | Dependent child | $1,001 - $15,000 | p. 18 |
| CSCO | Morgan Stanley Active Assets (6) ⇒ Cisco Systems, Inc. - Common Stock (CSCO) ST | Dependent child | $1,001 - $15,000 | p. 18 |
| COST | Morgan Stanley Active Assets (6) ⇒ Costco Wholesale Corporation (COST) ST | Dependent child | $1,001 - $15,000 | p. 19 |
| CMI | Morgan Stanley Active Assets (6) ⇒ Cummins Inc. Common Stock (CMI) ST | Dependent child | $1,001 - $15,000 | p. 19 |
| DELL | Morgan Stanley Active Assets (6) ⇒ Dell Technologies Inc. Class C Common Stock (DELL) ST | Dependent child | $1,001 - $15,000 | p. 19 |
| LLY | Morgan Stanley Active Assets (6) ⇒ Eli Lilly and Company Common Stock (LLY) ST | Dependent child | $1,001 - $15,000 | p. 19 |
| GS | Morgan Stanley Active Assets (6) ⇒ Goldman Sachs Group, Inc. (GS) ST | Dependent child | $1,001 - $15,000 | p. 19 |
| HD | Morgan Stanley Active Assets (6) ⇒ Home Depot, Inc. (HD) ST | Dependent child | $1,001 - $15,000 | p. 19 |
| HON | Morgan Stanley Active Assets (6) ⇒ Honeywell International Inc. (HON) ST | Dependent child | $1,001 - $15,000 | p. 19 |
| ITW | Morgan Stanley Active Assets (6) ⇒ Illinois Tool Works Inc. (ITW) ST | Dependent child | $1,001 - $15,000 | p. 19 |
| JNJ | Morgan Stanley Active Assets (6) ⇒ Johnson & Johnson (JNJ) ST | Dependent child | $1,001 - $15,000 | p. 19 |
| JPM | Morgan Stanley Active Assets (6) ⇒ JP Morgan Chase & Co. Common Stock (JPM) ST | Dependent child | $1,001 - $15,000 | p. 19 |
| LIN | Morgan Stanley Active Assets (6) ⇒ Linde plc - Ordinary Shares (LIN) ST | Dependent child | $1,001 - $15,000 | p. 19 |
| LMT | Morgan Stanley Active Assets (6) ⇒ Lockheed Martin Corporation (LMT) ST | Dependent child | $1,001 - $15,000 | p. 19 |
| MCD | Morgan Stanley Active Assets (6) ⇒ McDonald's Corporation (MCD) ST | Dependent child | $1,001 - $15,000 | p. 19 |
| MCK | Morgan Stanley Active Assets (6) ⇒ McKesson Corporation Common Stock (MCK) ST | Dependent child | $1,001 - $15,000 | p. 19 |
| META | Morgan Stanley Active Assets (6) ⇒ Meta Platforms, Inc. - Class A Common Stock (META) ST | Dependent child | $1,001 - $15,000 | p. 20 |
| MSFT | Morgan Stanley Active Assets (6) ⇒ Microsoft Corporation (MSFT) ST | Dependent child | $1,001 - $15,000 | p. 20 |
| NEE | Morgan Stanley Active Assets (6) ⇒ NextEra Energy, Inc. (NEE) ST | Dependent child | $1,001 - $15,000 | p. 20 |
| NVDA | Morgan Stanley Active Assets (6) ⇒ NVIDIA Corporation - Common Stock (NVDA) ST | Dependent child | $1,001 - $15,000 | p. 20 |
| ORCL | Morgan Stanley Active Assets (6) ⇒ Oracle Corporation Common Stock (ORCL) ST | Dependent child | $1,001 - $15,000 | p. 20 |
| PG | Morgan Stanley Active Assets (6) ⇒ Procter & Gamble Company (PG) ST | Dependent child | $1,001 - $15,000 | p. 20 |
| PEG | Morgan Stanley Active Assets (6) ⇒ Public Service Enterprise Group Incorporated (PEG) ST | Dependent child | $1,001 - $15,000 | p. 20 |
| QCOM | Morgan Stanley Active Assets (6) ⇒ QUALCOMM Incorporated (QCOM) ST | Dependent child | $1,001 - $15,000 | p. 20 |
| ROP | Morgan Stanley Active Assets (6) ⇒ Roper Technologies, Inc. (ROP) ST | Dependent child | $1,001 - $15,000 | p. 20 |
| RPM | Morgan Stanley Active Assets (6) ⇒ RPM International Inc. (RPM) ST | Dependent child | $1,001 - $15,000 | p. 20 |
| SPGI | Morgan Stanley Active Assets (6) ⇒ S&P Global Inc. (SPGI) ST | Dependent child | $1,001 - $15,000 | p. 20 |
| SO | Morgan Stanley Active Assets (6) ⇒ Southern Company (SO) ST | Dependent child | $1,001 - $15,000 | p. 20 |
| GLD | Morgan Stanley Active Assets (6) ⇒ SPDR Gold Shares (GLD) EF | Dependent child | $1,001 - $15,000 | p. 20 |
| BIL | Morgan Stanley Active Assets (6) ⇒ State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) EF | Dependent child | $1,001 - $15,000 | p. 21 |
| SYK | Morgan Stanley Active Assets (6) ⇒ Stryker Corporation Common Stock (SYK) ST | Dependent child | $1,001 - $15,000 | p. 21 |
| TMUS | Morgan Stanley Active Assets (6) ⇒ T-Mobile US, Inc. (TMUS) ST | Dependent child | $1,001 - $15,000 | p. 21 |
| TSM | Morgan Stanley Active Assets (6) ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) ST | Dependent child | $1,001 - $15,000 | p. 21 |
| TJX | Morgan Stanley Active Assets (6) ⇒ TJX Companies, Inc. (TJX) ST | Dependent child | $1,001 - $15,000 | p. 21 |
| TSCO | Morgan Stanley Active Assets (6) ⇒ Tractor Supply Company - Common Stock (TSCO) ST | Dependent child | $1,001 - $15,000 | p. 21 |
| V | Morgan Stanley Active Assets (6) ⇒ Visa Inc. (V) ST | Dependent child | $1,001 - $15,000 | p. 21 |
| GWW | Morgan Stanley Active Assets (6) ⇒ W.W. Grainger, Inc. Common Stock (GWW) ST | Dependent child | $1,001 - $15,000 | p. 21 |
| WMT | Morgan Stanley Active Assets (6) ⇒ Walmart Inc. (WMT) ST | Dependent child | $1,001 - $15,000 | p. 21 |
| WM | Morgan Stanley Active Assets (6) ⇒ Waste Management, Inc. (WM) ST | Dependent child | $1,001 - $15,000 | p. 21 |
| LBKCZ | Morgan Stanley Bright Directions 529 Plan ⇒ BD 529 BLACKROCK EMRG MKT A (LBKCZ) MF | Dependent child | $1,001 - $15,000 | p. 22 |
| MTDBZ | Morgan Stanley Bright Directions 529 Plan ⇒ BD 529 BLACKROCK EMRG MKT C (MTDBZ) MF | Dependent child | $1,001 - $15,000 | p. 22 |
| DRBCZ | Morgan Stanley Bright Directions 529 Plan ⇒ BD 529 BR MID CAP GRTH EQ A (DRBCZ) MF | Dependent child | $1,001 - $15,000 | p. 22 |
| DBRBZ | Morgan Stanley Bright Directions 529 Plan ⇒ BD 529 BR MID CAP GRTH EQ C ( (DBRBZ) MF | Dependent child | $1,001 - $15,000 | p. 22 |
| UBAFZ | Morgan Stanley Bright Directions 529 Plan ⇒ UBT 529 BD IL DFA RL EST SEC A (UBAFZ) MF | Dependent child | $1,001 - $15,000 | p. 22 |
| UTDFZ | Morgan Stanley Bright Directions 529 Plan ⇒ UBT 529 BD IL DFA RL EST SEC C (UTDFZ) MF | Dependent child | $1,001 - $15,000 | p. 22 |
| NBDCA | Morgan Stanley Bright Directions 529 Plan ⇒ UBT 529 DELAWARE SM CAP CORE A (NBDCA) MF | Dependent child | $1,001 - $15,000 | p. 22 |
| NBDCC | Morgan Stanley Bright Directions 529 Plan ⇒ UBT 529 DELAWARE SM CAP CORE C (NBDCC) MF | Dependent child | $1,001 - $15,000 | p. 22 |
| DFNSG | Morgan Stanley Bright Directions 529 Plan ⇒ UBT 529 DFA INTL SMALL CO A (DFNSG) MF | Dependent child | $1,001 - $15,000 | p. 22 |
| UBNSG | Morgan Stanley Bright Directions 529 Plan ⇒ UBT 529 DFA INTL SMALL CO C (UBNSG) MF | Dependent child | $1,001 - $15,000 | p. 22 |
| SCHI | Schwab Contributory IRA ⇒ Schwab 5-10 Year Corporate Bond ETF (SCHI) EF | Member | $1,001 - $15,000 | p. 22 |
| FNDF | Schwab Contributory IRA ⇒ Schwab Fundamental International Equity ETF (FNDF) EF | Member | $1,001 - $15,000 | p. 23 |
| FNDX | Schwab Contributory IRA ⇒ Schwab Fundamental US Large Company Index ETF (FNDX) EF | Member | $1,001 - $15,000 | p. 23 |
| FNDA | Schwab Contributory IRA ⇒ Schwab Fundamental US Small Company Index ETF (FNDA) EF | Member | $1,001 - $15,000 | p. 23 |
| SMBS | Schwab Contributory IRA ⇒ Schwab Mortgage-Backed Securities ETF (SMBS) EF | Member | $1,001 - $15,000 | p. 23 |
| SCHA | Schwab Contributory IRA ⇒ Schwab U.S. Small-Cap ETF (SCHA) EF | Member | $1,001 - $15,000 | p. 23 |
| SCHX | Schwab Contributory IRA ⇒ Schwab US Large-Cap ETF (SCHX) EF | Member | $1,001 - $15,000 | p. 23 |
| VMBS | Schwab Contributory IRA ⇒ Vanguard Mortgage Backed Security (VMBS) EF | Member | $1,001 - $15,000 | p. 23 |
| none | StartEngine Investment Account ⇒ StartEngine PS | Member | $1,001 - $15,000 | p. 23 |
| none | Stash (1) ⇒ iShares Core MSCI EAFE EF | Member | $1,001 - $15,000 | p. 23 |
| IUSB | Stash (1) ⇒ iShares Core Total USD Bond Market ETF (IUSB) EF | Member | $1,001 - $15,000 | p. 23 |
| TFLO | Stash (1) ⇒ iShares Treasury Floating Rate Bond ETF (TFLO) EF | Member | $1,001 - $15,000 | p. 23 |
| none | Stash (1) ⇒ Vanguard FTSE Emerging Markets EF | Member | $1,001 - $15,000 | p. 23 |
| AMZN | Stash (2) ⇒ Amazon.com, Inc. - Common Stock (AMZN) ST | Member | $1,001 - $15,000 | p. 24 |
| BRK.B | Stash (2) ⇒ Berkshire Hathaway Inc. New (BRK.B) ST | Member | $1,001 - $15,000 | p. 24 |
| GURU | Stash (2) ⇒ Global X Guru Index ETF (GURU) EF | Member | $1,001 - $15,000 | p. 24 |
| TFLO | Stash (2) ⇒ iShares Treasury Floating Rate Bond ETF (TFLO) EF | Member | $1,001 - $15,000 | p. 24 |
| none | Stash (2) ⇒ iShares US Aerospace & Defense EF | Member | $1,001 - $15,000 | p. 24 |
| NVDA | Stash (2) ⇒ NVIDIA Corporation - Common Stock (NVDA) ST | Member | $1,001 - $15,000 | p. 24 |
| MINT | Stash (2) ⇒ PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) EF | Member | $1,001 - $15,000 | p. 24 |
| SCHD | Stash (2) ⇒ Schwab US Dividend Equity ETF (SCHD) EF | Member | $1,001 - $15,000 | p. 24 |
| MGC | Stash (2) ⇒ Vanguard Mega Cap ETF (MGC) EF | Member | $1,001 - $15,000 | p. 24 |
| VGIT | Stash (2) ⇒ Vanguard Scottsdale Intermediate Term Treasury (VGIT) EF | Member | $1,001 - $15,000 | p. 24 |
| none | Stash (2) ⇒ Vanguard Sector Index Information Technology EF | Member | $1,001 - $15,000 | p. 24 |
| BRK.B | Stash IRA ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) ST | Member | $1,001 - $15,000 | p. 24 |
| HDV | Stash IRA ⇒ iShares Core High Dividend ETF (HDV) EF | Member | $1,001 - $15,000 | p. 25 |
| AMZN | Stash UTMA (DC 1) ⇒ Amazon.com, Inc. - Common Stock (AMZN) ST | Dependent child | $1,001 - $15,000 | p. 25 |
| BRK.B | Stash UTMA (DC 1) ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) ST | Dependent child | $1,001 - $15,000 | p. 25 |
| AOA | Stash UTMA (DC 1) ⇒ iShares Core Aggressive Allocation Fund (AOA) EF | Dependent child | $1,001 - $15,000 | p. 25 |
| NVDA | Stash UTMA (DC 1) ⇒ NVIDIA Corporation - Common Stock (NVDA) ST | Dependent child | $1,001 - $15,000 | p. 25 |
| TSLA | Stash UTMA (DC 1) ⇒ Tesla, Inc. - Common Stock (TSLA) ST | Dependent child | $1,001 - $15,000 | p. 25 |
| BRK.B | Stash UTMA (DC 2) ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) ST | Dependent child | $1,001 - $15,000 | p. 25 |
| AOA | Stash UTMA (DC 2) ⇒ iShares Core Aggressive Allocation Fund (AOA) EF | Dependent child | $1,001 - $15,000 | p. 25 |
| NVDA | Stash UTMA (DC 2) ⇒ NVIDIA Corporation - Common Stock (NVDA) ST | Dependent child | $1,001 - $15,000 | p. 25 |
| TSLA | Stash UTMA (DC 2) ⇒ Tesla, Inc. - Common Stock (TSLA) ST | Dependent child | $1,001 - $15,000 | p. 25 |
| DIS | STIFEL Brokerage ⇒ Walt Disney Company (DIS) ST | Dependent child | $1,001 - $15,000 | p. 25 |
| none | Eagle Strategies Investment Account ⇒ iShares MSCI EAFE Growth ETF EF | Member | None | p. 5 |
| EMXC | Eagle Strategies Investment Account ⇒ iShares MSCI Emerging Markets ex China ETF (EMXC) EF | Member | None | p. 6 |
| IYW | Eagle Strategies Investment Account ⇒ iShares U.S. Technology ETF (IYW) EF | Member | None | p. 6 |
| ABT | Morgan Stanley Active Assets (1) ⇒ Abbott Laboratories (ABT) ST | Member | None | p. 7 |
| CARR | Morgan Stanley Active Assets (1) ⇒ Carrier Global Corporation (CARR) ST | Member | None | p. 8 |
| LECO | Morgan Stanley Active Assets (1) ⇒ Lincoln Electric Holdings, Inc. - Common Shares (LECO) ST | Member | None | p. 9 |
| PEP | Morgan Stanley Active Assets (1) ⇒ Pepsico, Inc. (PEP) ST | Member | None | p. 10 |
| CRM | Morgan Stanley Active Assets (1) ⇒ Salesforce, Inc. (CRM) ST | Member | None | p. 10 |
| SBUX | Morgan Stanley Active Assets (1) ⇒ Starbucks Corporation (SBUX) ST | Member | None | p. 10 |
| TXN | Morgan Stanley Active Assets (1) ⇒ Texas Instruments Incorporated (TXN) ST | Member | None | p. 11 |
| UNH | Morgan Stanley Active Assets (1) ⇒ UnitedHealth Group Incorporated Common Stock (UNH) ST | Member | None | p. 11 |
| CARR | Morgan Stanley Active Assets (5) ⇒ Carrier Global Corporation (CARR) ST | Dependent child | None | p. 14 |
| PEP | Morgan Stanley Active Assets (5) ⇒ Pepsico, Inc. (PEP) ST | Dependent child | None | p. 16 |
| SBUX | Morgan Stanley Active Assets (5) ⇒ Starbucks Corporation (SBUX) ST | Dependent child | None | p. 16 |
| TXN | Morgan Stanley Active Assets (5) ⇒ Texas Instruments Incorporated (TXN) ST | Dependent child | None | p. 17 |
| CARR | Morgan Stanley Active Assets (6) ⇒ Carrier Global Corporation (CARR) ST | Dependent child | None | p. 18 |
| SHW | Morgan Stanley Active Assets (6) ⇒ Sherwin-Williams Company (SHW) ST | Dependent child | None | p. 20 |
| SBUX | Morgan Stanley Active Assets (6) ⇒ Starbucks Corporation (SBUX) ST | Dependent child | None | p. 20 |
| TXN | Morgan Stanley Active Assets (6) ⇒ Texas Instruments Incorporated (TXN) ST | Dependent child | None | p. 21 |
36 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.
1 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 |
|---|---|---|---|---|---|---|
| QCOM | QUALCOMM Incorporated - Common Stock (QCOM) ST | Member | S | March 31, 2026 | $15,001 - $50,000 | April 30, 2026 filing 20034274, p. 6 |
| ORCL | Oracle Corporation Common Stock (ORCL) ST | Member | S | March 23, 2026 | $15,001 - $50,000 | April 30, 2026 filing 20034274, p. 5 |
| TSCO | Tractor Supply Company - Common Stock (TSCO) ST | Member | S | March 23, 2026 | $15,001 - $50,000 | April 30, 2026 filing 20034274, p. 6 |
| PEP | Pepsico, Inc. (PEP) ST | Member | S | December 2, 2025 | $15,001 - $50,000 | January 16, 2026 filing 20033760, p. 1 |
| AXP | American Express Company Common Stock (AXP) ST | Member | P | October 10, 2025 | $15,001 - $50,000 | November 22, 2025 filing 20033421, p. 1 |
| AVGO | Broadcom Inc. - Common Stock (AVGO) ST | Member | P | October 10, 2025 | $15,001 - $50,000 | November 22, 2025 filing 20033421, p. 1 |
| CSCO | Cisco Systems, Inc. - Common Stock (CSCO) ST | Member | P | October 10, 2025 | $15,001 - $50,000 | November 22, 2025 filing 20033421, p. 2 |
| DELL | Dell Technologies Inc. Class C Common Stock (DELL) ST | Member | P | October 10, 2025 | $15,001 - $50,000 | November 22, 2025 filing 20033421, p. 2 |
| GS | Goldman Sachs Group, Inc. (GS) ST | Member | P | October 10, 2025 | $15,001 - $50,000 | November 22, 2025 filing 20033421, p. 3 |
| SHW | Sherwin-Williams Company (SHW) ST | Member | S | October 10, 2025 | $15,001 - $50,000 | November 22, 2025 filing 20033421, p. 3 |
| TXN | Texas Instruments Incorporated - Common Stock (TXN) ST | Member | S | October 10, 2025 | $15,001 - $50,000 | November 22, 2025 filing 20033421, p. 4 |
| GS | Goldman Sachs Group, Inc. (GS) ST | Member | S | April 10, 2025 | $15,001 - $50,000 | May 9, 2025 filing 20030282, p. 2 |
| AVGO | Broadcom Inc. - Common Stock (AVGO) ST | Member | S | March 11, 2025 | $15,001 - $50,000 | April 8, 2025 filing 20029079, p. 1 |
| AMAT | Applied Materials, Inc. - Common Stock (AMAT) ST | Member | P | July 13, 2026 | $1,001 - $15,000 | August 27, 2026 filing 20035243, p. 1 |
| STE | STERIS plc (STE) ST | Member | S | July 13, 2026 | $1,001 - $15,000 | August 27, 2026 filing 20035243, p. 1 |
| GWW | W.W. Grainger, Inc. Common Stock (GWW) ST | Member | S (partial) | July 13, 2026 | $1,001 - $15,000 | August 27, 2026 filing 20035243, p. 1 |
| AMAT | Applied Materials, Inc. - Common Stock (AMAT) ST | Dependent child | P | June 18, 2026 | $1,001 - $15,000 | July 26, 2026 filing 20034963, p. 1 |
| AMAT | Applied Materials, Inc. - Common Stock (AMAT) ST | Dependent child | P | June 18, 2026 | $1,001 - $15,000 | July 26, 2026 filing 20034963, p. 1 |
| AMAT | Applied Materials, Inc. - Common Stock (AMAT) ST | Member | P | June 18, 2026 | $1,001 - $15,000 | July 26, 2026 filing 20034963, p. 1 |
| HCA | HCA Healthcare, Inc. Common Stock (HCA) ST | Dependent child | P | June 17, 2026 | $1,001 - $15,000 | July 26, 2026 filing 20034963, p. 1 |
| HCA | HCA Healthcare, Inc. Common Stock (HCA) ST | Member | P | June 17, 2026 | $1,001 - $15,000 | July 26, 2026 filing 20034963, p. 1 |
| HD | Home Depot, Inc. (HD) ST | Member | P | June 17, 2026 | $1,001 - $15,000 | July 26, 2026 filing 20034963, p. 1 |
| META | Meta Platforms, Inc. - Class A Common Stock (META) ST | Dependent child | P | June 17, 2026 | $1,001 - $15,000 | July 26, 2026 filing 20034963, p. 2 |
| META | Meta Platforms, Inc. - Class A Common Stock (META) ST | Member | P | June 17, 2026 | $1,001 - $15,000 | July 26, 2026 filing 20034963, p. 2 |
| MSFT | Microsoft Corporation - Common Stock (MSFT) ST | Dependent child | P | June 17, 2026 | $1,001 - $15,000 | July 26, 2026 filing 20034963, p. 2 |
| MSFT | Microsoft Corporation - Common Stock (MSFT) ST | Member | P | June 17, 2026 | $1,001 - $15,000 | July 26, 2026 filing 20034963, p. 2 |
| MNST | Monster Beverage Corporation - Common Stock (MNST) ST | Dependent child | P | June 17, 2026 | $1,001 - $15,000 | July 26, 2026 filing 20034963, p. 2 |
| MNST | Monster Beverage Corporation - Common Stock (MNST) ST | Member | P | June 17, 2026 | $1,001 - $15,000 | July 26, 2026 filing 20034963, p. 2 |
| SPGI | S&P Global Inc. Common Stock (SPGI) ST | Dependent child | S | June 17, 2026 | $1,001 - $15,000 | July 26, 2026 filing 20034963, p. 2 |
| SPGI | S&P Global Inc. Common Stock (SPGI) ST | Dependent child | S | June 17, 2026 | $1,001 - $15,000 | July 26, 2026 filing 20034963, p. 2 |
| SPGI | S&P Global Inc. Common Stock (SPGI) ST | Member | S | June 17, 2026 | $1,001 - $15,000 | July 26, 2026 filing 20034963, p. 2 |
| SPCX | Space Exploration Technologies Corp. - Class A Common Stock (SPCX) ST | Member | P | June 12, 2026 | $1,001 - $15,000 | July 26, 2026 filing 20034963, p. 3 |
| COR | Cencora, Inc. Common Stock (COR) ST | Dependent child | S | May 6, 2026 | $1,001 - $15,000 | June 19, 2026 filing 20034749, p. 1 |
| COR | Cencora, Inc. Common Stock (COR) ST | Member | S | May 6, 2026 | $1,001 - $15,000 | June 19, 2026 filing 20034749, p. 1 |
| GILD | Gilead Sciences, Inc. - Common Stock (GILD) ST | Dependent child | P | May 6, 2026 | $1,001 - $15,000 | June 19, 2026 filing 20034749, p. 1 |
| GILD | Gilead Sciences, Inc. - Common Stock (GILD) ST | Member | P | May 6, 2026 | $1,001 - $15,000 | June 19, 2026 filing 20034749, p. 1 |
| AXP | American Express Company Common Stock (AXP) ST | Member | P | March 31, 2026 | $1,001 - $15,000 | April 30, 2026 filing 20034274, p. 1 |
| ASML | ASML Holding N.V. - New York Registry Shares (ASML) ST | Member | P | March 31, 2026 | $1,001 - $15,000 | April 30, 2026 filing 20034274, p. 1 |
| AVGO | Broadcom Inc. - Common Stock (AVGO) ST | Member | P | March 31, 2026 | $1,001 - $15,000 | April 30, 2026 filing 20034274, p. 2 |
| CAT | Caterpillar, Inc. Common Stock (CAT) ST | Member | S (partial) | March 31, 2026 | $1,001 - $15,000 | April 30, 2026 filing 20034274, p. 3 |
| COR | Cencora, Inc. Common Stock (COR) ST | Member | P | March 31, 2026 | $1,001 - $15,000 | April 30, 2026 filing 20034274, p. 3 |
| CB | Chubb Limited Common Stock (CB) ST | Member | P | March 31, 2026 | $1,001 - $15,000 | April 30, 2026 filing 20034274, p. 3 |
| CMI | Cummins Inc. Common Stock (CMI) ST | Member | S (partial) | March 31, 2026 | $1,001 - $15,000 | April 30, 2026 filing 20034274, p. 3 |
| GE | GE Aerospace Common Stock (GE) ST | Member | P | March 31, 2026 | $1,001 - $15,000 | April 30, 2026 filing 20034274, p. 3 |
| GD | General Dynamics Corporation Common Stock (GD) ST | Member | P | March 31, 2026 | $1,001 - $15,000 | April 30, 2026 filing 20034274, p. 4 |
| HD | Home Depot, Inc. (HD) ST | Member | P | March 31, 2026 | $1,001 - $15,000 | April 30, 2026 filing 20034274, p. 4 |
| MCD | McDonald's Corporation Common Stock (MCD) ST | Member | P | March 31, 2026 | $1,001 - $15,000 | April 30, 2026 filing 20034274, p. 4 |
| MSI | Motorola Solutions, Inc. Common Stock (MSI) ST | Member | P | March 31, 2026 | $1,001 - $15,000 | April 30, 2026 filing 20034274, p. 4 |
| PANW | Palo Alto Networks, Inc. (PANW) ST | Member | P | March 31, 2026 | $1,001 - $15,000 | April 30, 2026 filing 20034274, p. 5 |
| PH | Parker-Hannifin Corporation Common Stock (PH) ST | Member | P | March 31, 2026 | $1,001 - $15,000 | April 30, 2026 filing 20034274, p. 5 |
| ACN | Accenture plc Class A Ordinary Shares (ACN) ST | Dependent child | S | March 23, 2026 | $1,001 - $15,000 | April 30, 2026 filing 20034274, p. 1 |
| ACN | Accenture plc Class A Ordinary Shares (ACN) ST | Dependent child | S | March 23, 2026 | $1,001 - $15,000 | April 30, 2026 filing 20034274, p. 1 |
| ACN | Accenture plc Class A Ordinary Shares (ACN) ST | Member | S | March 23, 2026 | $1,001 - $15,000 | April 30, 2026 filing 20034274, p. 1 |
| ASML | ASML Holding N.V. - New York Registry Shares (ASML) ST | Dependent child | P | March 23, 2026 | $1,001 - $15,000 | April 30, 2026 filing 20034274, p. 1 |
| ASML | ASML Holding N.V. - New York Registry Shares (ASML) ST | Dependent child | P | March 23, 2026 | $1,001 - $15,000 | April 30, 2026 filing 20034274, p. 2 |
| ASML | ASML Holding N.V. - New York Registry Shares (ASML) ST | Member | P | March 23, 2026 | $1,001 - $15,000 | April 30, 2026 filing 20034274, p. 2 |
| ADP | Automatic Data Processing, Inc. - Common Stock (ADP) ST | Dependent child | S | March 23, 2026 | $1,001 - $15,000 | April 30, 2026 filing 20034274, p. 2 |
| ADP | Automatic Data Processing, Inc. - Common Stock (ADP) ST | Dependent child | S | March 23, 2026 | $1,001 - $15,000 | April 30, 2026 filing 20034274, p. 2 |
| ADP | Automatic Data Processing, Inc. - Common Stock (ADP) ST | Member | S | March 23, 2026 | $1,001 - $15,000 | April 30, 2026 filing 20034274, p. 2 |
| BRO | Brown & Brown, Inc. Common Stock (BRO) ST | Dependent child | S | March 23, 2026 | $1,001 - $15,000 | April 30, 2026 filing 20034274, p. 2 |
| BRO | Brown & Brown, Inc. Common Stock (BRO) ST | Dependent child | S | March 23, 2026 | $1,001 - $15,000 | April 30, 2026 filing 20034274, p. 2 |
| BRO | Brown & Brown, Inc. Common Stock (BRO) ST | Member | S | March 23, 2026 | $1,001 - $15,000 | April 30, 2026 filing 20034274, p. 2 |
| COR | Cencora, Inc. Common Stock (COR) ST | Dependent child | P | March 23, 2026 | $1,001 - $15,000 | April 30, 2026 filing 20034274, p. 3 |
| COR | Cencora, Inc. Common Stock (COR) ST | Member | P | March 23, 2026 | $1,001 - $15,000 | April 30, 2026 filing 20034274, p. 3 |
| GE | GE Aerospace Common Stock (GE) ST | Dependent child | P | March 23, 2026 | $1,001 - $15,000 | April 30, 2026 filing 20034274, p. 3 |
| GE | GE Aerospace Common Stock (GE) ST | Member | P | March 23, 2026 | $1,001 - $15,000 | April 30, 2026 filing 20034274, p. 3 |
| GD | General Dynamics Corporation Common Stock (GD) ST | Dependent child | P | March 23, 2026 | $1,001 - $15,000 | April 30, 2026 filing 20034274, p. 4 |
| GD | General Dynamics Corporation Common Stock (GD) ST | Member | P | March 23, 2026 | $1,001 - $15,000 | April 30, 2026 filing 20034274, p. 4 |
| MNST | Monster Beverage Corporation - Common Stock (MNST) ST | Dependent child | P | March 23, 2026 | $1,001 - $15,000 | April 30, 2026 filing 20034274, p. 4 |
| MNST | Monster Beverage Corporation - Common Stock (MNST) ST | Member | P | March 23, 2026 | $1,001 - $15,000 | April 30, 2026 filing 20034274, p. 4 |
| MSI | Motorola Solutions, Inc. Common Stock (MSI) ST | Dependent child | P | March 23, 2026 | $1,001 - $15,000 | April 30, 2026 filing 20034274, p. 4 |
| MSI | Motorola Solutions, Inc. Common Stock (MSI) ST | Member | P | March 23, 2026 | $1,001 - $15,000 | April 30, 2026 filing 20034274, p. 4 |
| ORCL | Oracle Corporation Common Stock (ORCL) ST | Dependent child | S | March 23, 2026 | $1,001 - $15,000 | April 30, 2026 filing 20034274, p. 5 |
| ORCL | Oracle Corporation Common Stock (ORCL) ST | Dependent child | S | March 23, 2026 | $1,001 - $15,000 | April 30, 2026 filing 20034274, p. 5 |
| PANW | Palo Alto Networks, Inc. (PANW) ST | Dependent child | P | March 23, 2026 | $1,001 - $15,000 | April 30, 2026 filing 20034274, p. 5 |
| PANW | Palo Alto Networks, Inc. (PANW) ST | Member | P | March 23, 2026 | $1,001 - $15,000 | April 30, 2026 filing 20034274, p. 5 |
| PH | Parker-Hannifin Corporation Common Stock (PH) ST | Dependent child | P | March 23, 2026 | $1,001 - $15,000 | April 30, 2026 filing 20034274, p. 5 |
| PH | Parker-Hannifin Corporation Common Stock (PH) ST | Member | P | March 23, 2026 | $1,001 - $15,000 | April 30, 2026 filing 20034274, p. 5 |
| CI | The Cigna Group Common Stock (CI) ST | Dependent child | S | March 23, 2026 | $1,001 - $15,000 | April 30, 2026 filing 20034274, p. 6 |
| CI | The Cigna Group Common Stock (CI) ST | Member | S | March 23, 2026 | $1,001 - $15,000 | April 30, 2026 filing 20034274, p. 6 |
| TJX | TJX Companies, Inc. (TJX) ST | Member | P | March 23, 2026 | $1,001 - $15,000 | April 30, 2026 filing 20034274, p. 6 |
| TSCO | Tractor Supply Company - Common Stock (TSCO) ST | Dependent child | S | March 23, 2026 | $1,001 - $15,000 | April 30, 2026 filing 20034274, p. 6 |
| TSCO | Tractor Supply Company - Common Stock (TSCO) ST | Dependent child | S | March 23, 2026 | $1,001 - $15,000 | April 30, 2026 filing 20034274, p. 6 |
| ROP | Roper Technologies, Inc. (ROP) ST | Dependent child | S | February 27, 2026 | $1,001 - $15,000 | March 30, 2026 filing 20034129, p. 1 |
| ROP | Roper Technologies, Inc. (ROP) ST | Dependent child | S | February 27, 2026 | $1,001 - $15,000 | March 30, 2026 filing 20034129, p. 1 |
| ROP | Roper Technologies, Inc. (ROP) ST | Member | S | February 27, 2026 | $1,001 - $15,000 | March 30, 2026 filing 20034129, p. 1 |
| ATO | Atmos Energy Corporation Common Stock (ATO) ST | Member | P | December 2, 2025 | $1,001 - $15,000 | January 16, 2026 filing 20033760, p. 1 |
| MCK | McKesson Corporation Common Stock (MCK) ST | Dependent child | P | December 2, 2025 | $1,001 - $15,000 | January 16, 2026 filing 20033760, p. 1 |
| MCK | McKesson Corporation Common Stock (MCK) ST | Member | P | December 2, 2025 | $1,001 - $15,000 | January 16, 2026 filing 20033760, p. 1 |
| PEP | Pepsico, Inc. (PEP) ST | Dependent child | S | December 2, 2025 | $1,001 - $15,000 | January 16, 2026 filing 20033760, p. 1 |
| PEP | Pepsico, Inc. (PEP) ST | Dependent child | S | December 2, 2025 | $1,001 - $15,000 | January 16, 2026 filing 20033760, p. 1 |
| PEG | Public Service Enterprise Group Incorporated Common Stock (PEG) ST | Member | P | December 2, 2025 | $1,001 - $15,000 | January 16, 2026 filing 20033760, p. 2 |
| SO | Southern Company (SO) ST | Member | P | December 2, 2025 | $1,001 - $15,000 | January 16, 2026 filing 20033760, p. 2 |
| AXP | American Express Company Common Stock (AXP) ST | Dependent child | P | October 10, 2025 | $1,001 - $15,000 | November 22, 2025 filing 20033421, p. 1 |
| AXP | American Express Company Common Stock (AXP) ST | Dependent child | P | October 10, 2025 | $1,001 - $15,000 | November 22, 2025 filing 20033421, p. 1 |
| AVGO | Broadcom Inc. - Common Stock (AVGO) ST | Dependent child | P | October 10, 2025 | $1,001 - $15,000 | November 22, 2025 filing 20033421, p. 1 |
| AVGO | Broadcom Inc. - Common Stock (AVGO) ST | Dependent child | P | October 10, 2025 | $1,001 - $15,000 | November 22, 2025 filing 20033421, p. 1 |
| CARR | Carrier Global Corporation Common Stock (CARR) ST | Dependent child | S | October 10, 2025 | $1,001 - $15,000 | November 22, 2025 filing 20033421, p. 2 |
| CARR | Carrier Global Corporation Common Stock (CARR) ST | Dependent child | S | October 10, 2025 | $1,001 - $15,000 | November 22, 2025 filing 20033421, p. 2 |
| CARR | Carrier Global Corporation Common Stock (CARR) ST | Member | S | October 10, 2025 | $1,001 - $15,000 | November 22, 2025 filing 20033421, p. 2 |
| CSCO | Cisco Systems, Inc. - Common Stock (CSCO) ST | Dependent child | P | October 10, 2025 | $1,001 - $15,000 | November 22, 2025 filing 20033421, p. 2 |
| CSCO | Cisco Systems, Inc. - Common Stock (CSCO) ST | Dependent child | P | October 10, 2025 | $1,001 - $15,000 | November 22, 2025 filing 20033421, p. 2 |
| DELL | Dell Technologies Inc. Class C Common Stock (DELL) ST | Dependent child | P | October 10, 2025 | $1,001 - $15,000 | November 22, 2025 filing 20033421, p. 2 |
| DELL | Dell Technologies Inc. Class C Common Stock (DELL) ST | Dependent child | P | October 10, 2025 | $1,001 - $15,000 | November 22, 2025 filing 20033421, p. 2 |
| GS | Goldman Sachs Group, Inc. (GS) ST | Dependent child | P | October 10, 2025 | $1,001 - $15,000 | November 22, 2025 filing 20033421, p. 3 |
| GS | Goldman Sachs Group, Inc. (GS) ST | Dependent child | P | October 10, 2025 | $1,001 - $15,000 | November 22, 2025 filing 20033421, p. 3 |
| JNJ | Johnson & Johnson Common Stock (JNJ) ST | Dependent child | S (partial) | October 10, 2025 | $1,001 - $15,000 | November 22, 2025 filing 20033421, p. 3 |
| JNJ | Johnson & Johnson Common Stock (JNJ) ST | Dependent child | S (partial) | October 10, 2025 | $1,001 - $15,000 | November 22, 2025 filing 20033421, p. 3 |
| MCK | McKesson Corporation Common Stock (MCK) ST | Dependent child | P | October 10, 2025 | $1,001 - $15,000 | November 22, 2025 filing 20033421, p. 3 |
| SHW | Sherwin-Williams Company (SHW) ST | Dependent child | S | October 10, 2025 | $1,001 - $15,000 | November 22, 2025 filing 20033421, p. 3 |
| SHW | Sherwin-Williams Company (SHW) ST | Dependent child | S | October 10, 2025 | $1,001 - $15,000 | November 22, 2025 filing 20033421, p. 3 |
| TSM | Taiwan Semiconductor Manufacturing Company Ltd. (TSM) ST | Dependent child | P | October 10, 2025 | $1,001 - $15,000 | November 22, 2025 filing 20033421, p. 3 |
| TSM | Taiwan Semiconductor Manufacturing Company Ltd. (TSM) ST | Member | P | October 10, 2025 | $1,001 - $15,000 | November 22, 2025 filing 20033421, p. 4 |
| TSM | Taiwan Semiconductor Manufacturing Company Ltd. (TSM) ST | Dependent child | P | October 10, 2025 | $1,001 - $15,000 | November 22, 2025 filing 20033421, p. 4 |
| TXN | Texas Instruments Incorporated - Common Stock (TXN) ST | Dependent child | S | October 10, 2025 | $1,001 - $15,000 | November 22, 2025 filing 20033421, p. 4 |
| TXN | Texas Instruments Incorporated - Common Stock (TXN) ST | Dependent child | S | October 10, 2025 | $1,001 - $15,000 | November 22, 2025 filing 20033421, p. 4 |
| HCA | HCA Healthcare, Inc. Common Stock (HCA) ST | Member | P | May 15, 2025 | $1,001 - $15,000 | June 27, 2025 filing 20030455, p. 1 |
| HCA | HCA Healthcare, Inc. Common Stock (HCA) ST | Dependent child | P | May 15, 2025 | $1,001 - $15,000 | June 27, 2025 filing 20030455, p. 1 |
| CI | The Cigna Group Common Stock (CI) ST | Dependent child | P | May 15, 2025 | $1,001 - $15,000 | June 27, 2025 filing 20030455, p. 1 |
| CI | The Cigna Group Common Stock (CI) ST | Member | P | May 15, 2025 | $1,001 - $15,000 | June 27, 2025 filing 20030455, p. 1 |
| UNH | UnitedHealth Group Incorporated Common Stock (UNH) ST | Dependent child | S | May 15, 2025 | $1,001 - $15,000 | June 27, 2025 filing 20030455, p. 1 |
| UNH | UnitedHealth Group Incorporated Common Stock (UNH) ST | Dependent child | S | May 15, 2025 | $1,001 - $15,000 | June 27, 2025 filing 20030455, p. 1 |
| UNH | UnitedHealth Group Incorporated Common Stock (UNH) ST | Member | S | May 15, 2025 | $1,001 - $15,000 | June 27, 2025 filing 20030455, p. 2 |
| AMGN | Amgen Inc. - Common Stock (AMGN) ST | Dependent child | P | April 16, 2025 | $1,001 - $15,000 | May 9, 2025 filing 20030282, p. 1 |
| AMGN | Amgen Inc. - Common Stock (AMGN) ST | Member | P | April 16, 2025 | $1,001 - $15,000 | May 9, 2025 filing 20030282, p. 1 |
| NVDA | NVIDIA Corporation - Common Stock (NVDA) ST | Dependent child | P | April 16, 2025 | $1,001 - $15,000 | May 9, 2025 filing 20030282, p. 3 |
| NVDA | NVIDIA Corporation - Common Stock (NVDA) ST | Member | P | April 16, 2025 | $1,001 - $15,000 | May 9, 2025 filing 20030282, p. 3 |
| GS | Goldman Sachs Group, Inc. (GS) ST | Dependent child | S | April 10, 2025 | $1,001 - $15,000 | May 9, 2025 filing 20030282, p. 2 |
| GS | Goldman Sachs Group, Inc. (GS) ST | Dependent child | S | April 10, 2025 | $1,001 - $15,000 | May 9, 2025 filing 20030282, p. 2 |
| SBUX | Starbucks Corporation - Common Stock (SBUX) ST | Dependent child | S | April 10, 2025 | $1,001 - $15,000 | May 9, 2025 filing 20030282, p. 4 |
| SBUX | Starbucks Corporation - Common Stock (SBUX) ST | Dependent child | S | April 10, 2025 | $1,001 - $15,000 | May 9, 2025 filing 20030282, p. 4 |
| SBUX | Starbucks Corporation - Common Stock (SBUX) ST | Member | S | April 10, 2025 | $1,001 - $15,000 | May 9, 2025 filing 20030282, p. 4 |
| ABBV | AbbVie Inc. Common Stock (ABBV) ST | Member | P | April 7, 2025 | $1,001 - $15,000 | May 9, 2025 filing 20030282, p. 1 |
| ACN | Accenture plc Class A Ordinary Shares (ACN) ST | Member | P | April 7, 2025 | $1,001 - $15,000 | May 9, 2025 filing 20030282, p. 1 |
| AMZN | Amazon.com, Inc. - Common Stock (AMZN) ST | Member | P | April 7, 2025 | $1,001 - $15,000 | May 9, 2025 filing 20030282, p. 1 |
| ADI | Analog Devices, Inc. - Common Stock (ADI) ST | Member | P | April 7, 2025 | $1,001 - $15,000 | May 9, 2025 filing 20030282, p. 1 |
| CARR | Carrier Global Corporation Common Stock (CARR) ST | Member | P | April 7, 2025 | $1,001 - $15,000 | May 9, 2025 filing 20030282, p. 2 |
| CAT | Caterpillar, Inc. Common Stock (CAT) ST | Member | P | April 7, 2025 | $1,001 - $15,000 | May 9, 2025 filing 20030282, p. 2 |
| GS | Goldman Sachs Group, Inc. (GS) ST | Member | P | April 7, 2025 | $1,001 - $15,000 | May 9, 2025 filing 20030282, p. 2 |
| HON | Honeywell International Inc. (HON) ST | Member | P | April 7, 2025 | $1,001 - $15,000 | May 9, 2025 filing 20030282, p. 2 |
| ITW | Illinois Tool Works Inc. Common Stock (ITW) ST | Member | P | April 7, 2025 | $1,001 - $15,000 | May 9, 2025 filing 20030282, p. 2 |
| LECO | Lincoln Electric Holdings, Inc. - Common Shares (LECO) ST | Member | S | April 7, 2025 | $1,001 - $15,000 | May 9, 2025 filing 20030282, p. 2 |
| LIN | Linde plc - Ordinary Shares (LIN) ST | Member | P | April 7, 2025 | $1,001 - $15,000 | May 9, 2025 filing 20030282, p. 2 |
| LMT | Lockheed Martin Corporation Common Stock (LMT) ST | Member | P | April 7, 2025 | $1,001 - $15,000 | May 9, 2025 filing 20030282, p. 3 |
| NEE | NextEra Energy, Inc. Common Stock (NEE) ST | Member | S | April 7, 2025 | $1,001 - $15,000 | May 9, 2025 filing 20030282, p. 3 |
| NVDA | NVIDIA Corporation - Common Stock (NVDA) ST | Member | P | April 7, 2025 | $1,001 - $15,000 | May 9, 2025 filing 20030282, p. 3 |
| ORCL | Oracle Corporation Common Stock (ORCL) ST | Member | P | April 7, 2025 | $1,001 - $15,000 | May 9, 2025 filing 20030282, p. 3 |
| PEP | Pepsico, Inc. (PEP) ST | Member | P | April 7, 2025 | $1,001 - $15,000 | May 9, 2025 filing 20030282, p. 3 |
| QCOM | QUALCOMM Incorporated - Common Stock (QCOM) ST | Member | P | April 7, 2025 | $1,001 - $15,000 | May 9, 2025 filing 20030282, p. 3 |
| RPM | RPM International Inc. Common Stock (RPM) ST | Member | P | April 7, 2025 | $1,001 - $15,000 | May 9, 2025 filing 20030282, p. 3 |
| SHW | Sherwin-Williams Company (SHW) ST | Member | P | April 7, 2025 | $1,001 - $15,000 | May 9, 2025 filing 20030282, p. 4 |
| SO | Southern Company (SO) ST | Member | P | April 7, 2025 | $1,001 - $15,000 | May 9, 2025 filing 20030282, p. 4 |
| SYK | Stryker Corporation Common Stock (SYK) ST | Member | P | April 7, 2025 | $1,001 - $15,000 | May 9, 2025 filing 20030282, p. 4 |
| TXN | Texas Instruments Incorporated - Common Stock (TXN) ST | Member | P | April 7, 2025 | $1,001 - $15,000 | May 9, 2025 filing 20030282, p. 4 |
| TJX | TJX Companies, Inc. (TJX) ST | Member | P | April 7, 2025 | $1,001 - $15,000 | May 9, 2025 filing 20030282, p. 4 |
| TSCO | Tractor Supply Company - Common Stock (TSCO) ST | Member | P | April 7, 2025 | $1,001 - $15,000 | May 9, 2025 filing 20030282, p. 4 |
| V | Visa Inc. (V) ST | Member | P | April 7, 2025 | $1,001 - $15,000 | May 9, 2025 filing 20030282, p. 5 |
| NVDA | NVIDIA Corporation - Common Stock (NVDA) ST | Member | P | March 11, 2025 | $1,001 - $15,000 | April 8, 2025 filing 20029079, p. 2 |
| AVGO | Broadcom Inc. - Common Stock (AVGO) ST | Dependent child | S | March 10, 2025 | $1,001 - $15,000 | April 8, 2025 filing 20029079, p. 1 |
| AVGO | Broadcom Inc. - Common Stock (AVGO) ST | Dependent child | S | March 10, 2025 | $1,001 - $15,000 | April 8, 2025 filing 20029079, p. 1 |
| ELV | Elevance Health, Inc. Common Stock (ELV) ST | Dependent child | S | March 10, 2025 | $1,001 - $15,000 | April 8, 2025 filing 20029079, p. 1 |
| ELV | Elevance Health, Inc. Common Stock (ELV) ST | Dependent child | S | March 10, 2025 | $1,001 - $15,000 | April 8, 2025 filing 20029079, p. 1 |
| ELV | Elevance Health, Inc. Common Stock (ELV) ST | Member | S | March 10, 2025 | $1,001 - $15,000 | April 8, 2025 filing 20029079, p. 1 |
| NVDA | NVIDIA Corporation - Common Stock (NVDA) ST | Dependent child | P | March 10, 2025 | $1,001 - $15,000 | April 8, 2025 filing 20029079, p. 2 |
| NVDA | NVIDIA Corporation - Common Stock (NVDA) ST | Dependent child | P | March 10, 2025 | $1,001 - $15,000 | April 8, 2025 filing 20029079, p. 2 |
| NVDA | NVIDIA Corporation - Common Stock (NVDA) ST | Member | P | March 10, 2025 | $1,001 - $15,000 | April 8, 2025 filing 20029079, p. 2 |
| GLDW | SPDR Long Dollar Gold Trust (GLDW) ET | Dependent child | P | March 10, 2025 | $1,001 - $15,000 | April 8, 2025 filing 20029079, p. 2 |
| GLDW | SPDR Long Dollar Gold Trust (GLDW) ET | Dependent child | P | March 10, 2025 | $1,001 - $15,000 | April 8, 2025 filing 20029079, p. 2 |
| GLDW | SPDR Long Dollar Gold Trust (GLDW) ET | Member | P | March 10, 2025 | $1,001 - $15,000 | April 8, 2025 filing 20029079, p. 2 |
| TJX | TJX Companies, Inc. (TJX) ST | Dependent child | P | March 10, 2025 | $1,001 - $15,000 | April 8, 2025 filing 20029079, p. 2 |
| TJX | TJX Companies, Inc. (TJX) ST | Dependent child | P | March 10, 2025 | $1,001 - $15,000 | April 8, 2025 filing 20029079, p. 2 |
| TJX | TJX Companies, Inc. (TJX) ST | Member | P | March 10, 2025 | $1,001 - $15,000 | April 8, 2025 filing 20029079, p. 2 |
| WST | West Pharmaceutical Services, Inc. Common Stock (WST) ST | Dependent child | S | February 13, 2025 | $1,001 - $15,000 | March 6, 2025 filing 20027896, p. 1 |
| ABT | Abbott Laboratories Common Stock (ABT) ST | Member | S | January 15, 2025 | $1,001 - $15,000 | February 10, 2025 filing 20026731, p. 1 |
| ABT | Abbott Laboratories Common Stock (ABT) ST | Dependent child | S | January 15, 2025 | $1,001 - $15,000 | February 10, 2025 filing 20026731, p. 1 |
| ABT | Abbott Laboratories Common Stock (ABT) ST | Dependent child | S | January 15, 2025 | $1,001 - $15,000 | February 10, 2025 filing 20026731, p. 1 |
| ABBV | AbbVie Inc. Common Stock (ABBV) ST | Dependent child | P | January 15, 2025 | $1,001 - $15,000 | February 10, 2025 filing 20026731, p. 1 |
| ABBV | AbbVie Inc. Common Stock (ABBV) ST | Member | P | January 15, 2025 | $1,001 - $15,000 | February 10, 2025 filing 20026731, p. 1 |
| CNI | Canadian National Railway Company Common Stock (CNI) ST | Dependent child | S | January 15, 2025 | $1,001 - $15,000 | February 10, 2025 filing 20026731, p. 1 |
| CNI | Canadian National Railway Company Common Stock (CNI) ST | Dependent child | S | January 15, 2025 | $1,001 - $15,000 | February 10, 2025 filing 20026731, p. 2 |
| CNI | Canadian National Railway Company Common Stock (CNI) ST | Member | S | January 15, 2025 | $1,001 - $15,000 | February 10, 2025 filing 20026731, p. 2 |
| GS | Goldman Sachs Group, Inc. (GS) ST | Member | P | January 15, 2025 | $1,001 - $15,000 | February 10, 2025 filing 20026731, p. 2 |
| GS | Goldman Sachs Group, Inc. (GS) ST | Dependent child | P | January 15, 2025 | $1,001 - $15,000 | February 10, 2025 filing 20026731, p. 2 |
| GS | Goldman Sachs Group, Inc. (GS) ST | Dependent child | P | January 15, 2025 | $1,001 - $15,000 | February 10, 2025 filing 20026731, p. 2 |
| MCK | McKesson Corporation Common Stock (MCK) ST | Member | P | January 15, 2025 | $1,001 - $15,000 | February 10, 2025 filing 20026731, p. 2 |
| MCK | McKesson Corporation Common Stock (MCK) ST | Dependent child | P | January 15, 2025 | $1,001 - $15,000 | February 10, 2025 filing 20026731, p. 2 |
| MRK | Merck & Company, Inc. Common Stock (MRK) ST | Dependent child | S | January 15, 2025 | $1,001 - $15,000 | February 10, 2025 filing 20026731, p. 2 |
| MRK | Merck & Company, Inc. Common Stock (MRK) ST | Dependent child | S | January 15, 2025 | $1,001 - $15,000 | February 10, 2025 filing 20026731, p. 2 |
| MRK | Merck & Company, Inc. Common Stock (MRK) ST | Member | S | January 15, 2025 | $1,001 - $15,000 | February 10, 2025 filing 20026731, p. 2 |
| SYK | Stryker Corporation Common Stock (SYK) ST | Dependent child | P | January 15, 2025 | $1,001 - $15,000 | February 10, 2025 filing 20026731, p. 3 |
| SYK | Stryker Corporation Common Stock (SYK) ST | Dependent child | P | January 15, 2025 | $1,001 - $15,000 | February 10, 2025 filing 20026731, p. 3 |
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 27, 2026 Periodic transaction report (2026), filing 20035243 itemised above
- August 13, 2026 Annual report (FD Original) (2025), filing 10074897 itemised above
- July 26, 2026 Periodic transaction report (2026), filing 20034963 itemised above
- June 19, 2026 Periodic transaction report (2026), filing 20034749 itemised above
- April 30, 2026 Periodic transaction report (2026), filing 20034274 itemised above
- April 1, 2026 Extension request (2025), filing 30026791
- March 30, 2026 Periodic transaction report (2026), filing 20034129 itemised above
- January 16, 2026 Periodic transaction report (2026), filing 20033760 itemised above
- November 22, 2025 Periodic transaction report (2025), filing 20033421 itemised above
- August 13, 2025 Annual report (FD Original) (2024), filing 10072022
- June 27, 2025 Periodic transaction report (2025), filing 20030455 itemised above
- May 9, 2025 Extension request (2024), filing 8220878
- May 9, 2025 Periodic transaction report (2025), filing 20030282 itemised above
- April 8, 2025 Periodic transaction report (2025), filing 20029079 itemised above
- March 6, 2025 Periodic transaction report (2025), filing 20027896 itemised above
- February 10, 2025 Periodic transaction report (2025), filing 20026731 itemised above
- December 9, 2024 Periodic transaction report (2024), filing 20026346
- August 21, 2024 Periodic transaction report (2024), filing 20025712
- August 19, 2024 Periodic transaction report (2024), filing 20025680
- August 6, 2024 Periodic transaction report (2024), filing 20024672
- January 22, 2024 Periodic transaction report (2024), filing 20024286
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