Richard McCormick
U.S. Representative, Georgia district 7 (GA07)
Latest disclosure August 14, 2026: Periodic transaction report, filing 20035204.
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 10075846.
As of July 29, 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 |
|---|---|---|---|---|
| WMPXX | Allspring Money Market Fund - Premier Class (WMPXX) MF | Member | $250,001 - $500,000 | p. 1 |
| FEPIX | Growth Partners IRA ⇒ Fidelity Advisor Total Bond Fund: Class I (FEPIX) MF | Member | $15,001 - $50,000 | p. 2 |
| IMCB | Growth Partners IRA ⇒ iShares Morningstar Mid-Cap ETF (IMCB) EF | Member | $15,001 - $50,000 | p. 3 |
| JFLEX | Growth Partners IRA ⇒ Janus Henderson Flexible Bond Fund - I Shares (JFLEX) MF | Member | $15,001 - $50,000 | p. 3 |
| FEPIX | Growth Partners Roth IRA ⇒ Fidelity Advisor Total Bond Fund: Class I (FEPIX) MF | Member | $15,001 - $50,000 | p. 5 |
| ABT | Growth Partners IRA ⇒ Abbott Laboratories Common Stock (ABT) ST | Member | $1,001 - $15,000 | p. 1 |
| APD | Growth Partners IRA ⇒ Air Products and Chemicals, Inc. Common Stock (APD) ST | Member | $1,001 - $15,000 | p. 1 |
| AWK | Growth Partners IRA ⇒ American Water Works Company, Inc. Common Stock (AWK) ST | Member | $1,001 - $15,000 | p. 2 |
| ADI | Growth Partners IRA ⇒ Analog Devices, Inc. - Common Stock (ADI) ST | Member | $1,001 - $15,000 | p. 2 |
| AAPL | Growth Partners IRA ⇒ Apple Inc. - Common Stock (AAPL) ST | Member | $1,001 - $15,000 | p. 2 |
| ADP | Growth Partners IRA ⇒ Automatic Data Processing, Inc. - Common Stock (ADP) ST | Member | $1,001 - $15,000 | p. 2 |
| BRK.B | Growth Partners IRA ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) ST | Member | $1,001 - $15,000 | p. 2 |
| BLK | Growth Partners IRA ⇒ BlackRock, Inc. Common Stock (BLK) ST | Member | $1,001 - $15,000 | p. 2 |
| CSCO | Growth Partners IRA ⇒ Cisco Systems, Inc. - Common Stock (CSCO) ST | Member | $1,001 - $15,000 | p. 2 |
| COST | Growth Partners IRA ⇒ Costco Wholesale Corporation - Common Stock (COST) ST | Member | $1,001 - $15,000 | p. 2 |
| EMR | Growth Partners IRA ⇒ Emerson Electric Company Common Stock (EMR) ST | Member | $1,001 - $15,000 | p. 2 |
| FCPIX | Growth Partners IRA ⇒ Fidelity Advisor International Capital Appreciation Fund: Class I (FCPIX) MF | Member | $1,001 - $15,000 | p. 2 |
| HD | Growth Partners IRA ⇒ Home Depot, Inc. (HD) ST | Member | $1,001 - $15,000 | p. 2 |
| ITW | Growth Partners IRA ⇒ Illinois Tool Works Inc. Common Stock (ITW) ST | Member | $1,001 - $15,000 | p. 2 |
| ICE | Growth Partners IRA ⇒ Intercontinental Exchange Inc. Common Stock (ICE) ST | Member | $1,001 - $15,000 | p. 3 |
| JNJ | Growth Partners IRA ⇒ Johnson & Johnson Common Stock (JNJ) ST | Member | $1,001 - $15,000 | p. 3 |
| LHX | Growth Partners IRA ⇒ L3Harris Technologies, Inc. Common Stock (LHX) ST | Member | $1,001 - $15,000 | p. 3 |
| MCD | Growth Partners IRA ⇒ McDonald's Corporation Common Stock (MCD) ST | Member | $1,001 - $15,000 | p. 3 |
| MDT | Growth Partners IRA ⇒ Medtronic plc. Ordinary Shares (MDT) ST | Member | $1,001 - $15,000 | p. 3 |
| MSFT | Growth Partners IRA ⇒ Microsoft Corporation - Common Stock (MSFT) ST | Member | $1,001 - $15,000 | p. 3 |
| NEE | Growth Partners IRA ⇒ NextEra Energy, Inc. Common Stock (NEE) ST | Member | $1,001 - $15,000 | p. 3 |
| PEP | Growth Partners IRA ⇒ Pepsico, Inc. (PEP) ST | Member | $1,001 - $15,000 | p. 3 |
| PG | Growth Partners IRA ⇒ Procter & Gamble Company (PG) ST | Member | $1,001 - $15,000 | p. 3 |
| O | Growth Partners IRA ⇒ Realty Income Corporation Common Stock (O) ST | Member | $1,001 - $15,000 | p. 3 |
| SFENX | Growth Partners IRA ⇒ Schwab Fundamental Emerging Markets Large Company Index Fd (SFENX) MF | Member | $1,001 - $15,000 | p. 3 |
| SPSM | Growth Partners IRA ⇒ State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) EF | Member | $1,001 - $15,000 | p. 4 |
| UNH | Growth Partners IRA ⇒ UnitedHealth Group Incorporated Common Stock (UNH) ST | Member | $1,001 - $15,000 | p. 4 |
| V | Growth Partners IRA ⇒ Visa Inc. (V) ST | Member | $1,001 - $15,000 | p. 4 |
| WMT | Growth Partners IRA ⇒ Walmart Inc. - Common Stock (WMT) ST | Member | $1,001 - $15,000 | p. 4 |
| ABT | Growth Partners Roth IRA ⇒ Abbott Laboratories Common Stock (ABT) ST | Member | $1,001 - $15,000 | p. 4 |
| APD | Growth Partners Roth IRA ⇒ Air Products and Chemicals, Inc. Common Stock (APD) ST | Member | $1,001 - $15,000 | p. 4 |
| AMT | Growth Partners Roth IRA ⇒ American Tower Corporation (AMT) ST | Member | $1,001 - $15,000 | p. 4 |
| AWK | Growth Partners Roth IRA ⇒ American Water Works Company, Inc. Common Stock (AWK) ST | Member | $1,001 - $15,000 | p. 4 |
| ADI | Growth Partners Roth IRA ⇒ Analog Devices, Inc. - Common Stock (ADI) ST | Member | $1,001 - $15,000 | p. 4 |
| AAPL | Growth Partners Roth IRA ⇒ Apple Inc. - Common Stock (AAPL) ST | Member | $1,001 - $15,000 | p. 4 |
| ADP | Growth Partners Roth IRA ⇒ Automatic Data Processing, Inc. - Common Stock (ADP) ST | Member | $1,001 - $15,000 | p. 4 |
| BLK | Growth Partners Roth IRA ⇒ BlackRock, Inc. Common Stock (BLK) ST | Member | $1,001 - $15,000 | p. 5 |
| CSCO | Growth Partners Roth IRA ⇒ Cisco Systems, Inc. - Common Stock (CSCO) ST | Member | $1,001 - $15,000 | p. 5 |
| COST | Growth Partners Roth IRA ⇒ Costco Wholesale Corporation - Common Stock (COST) ST | Member | $1,001 - $15,000 | p. 5 |
| EMR | Growth Partners Roth IRA ⇒ Emerson Electric Company Common Stock (EMR) ST | Member | $1,001 - $15,000 | p. 5 |
| FCPIX | Growth Partners Roth IRA ⇒ Fidelity Advisor International Capital Appreciation Fund: Class I (FCPIX) MF | Member | $1,001 - $15,000 | p. 5 |
| HD | Growth Partners Roth IRA ⇒ Home Depot, Inc. (HD) ST | Member | $1,001 - $15,000 | p. 5 |
| ITW | Growth Partners Roth IRA ⇒ Illinois Tool Works Inc. Common Stock (ITW) ST | Member | $1,001 - $15,000 | p. 5 |
| ICE | Growth Partners Roth IRA ⇒ Intercontinental Exchange Inc. Common Stock (ICE) ST | Member | $1,001 - $15,000 | p. 5 |
| IMCB | Growth Partners Roth IRA ⇒ iShares Morningstar Mid-Cap ETF (IMCB) EF | Member | $1,001 - $15,000 | p. 5 |
| JFLEX | Growth Partners Roth IRA ⇒ Janus Henderson Flexible Bond Fund - I Shares (JFLEX) MF | Member | $1,001 - $15,000 | p. 5 |
| JNJ | Growth Partners Roth IRA ⇒ Johnson & Johnson Common Stock (JNJ) ST | Member | $1,001 - $15,000 | p. 5 |
| LHX | Growth Partners Roth IRA ⇒ L3Harris Technologies, Inc. Common Stock (LHX) ST | Member | $1,001 - $15,000 | p. 5 |
| MCD | Growth Partners Roth IRA ⇒ McDonald's Corporation Common Stock (MCD) ST | Member | $1,001 - $15,000 | p. 5 |
| MDT | Growth Partners Roth IRA ⇒ Medtronic plc. Ordinary Shares (MDT) ST | Member | $1,001 - $15,000 | p. 5 |
| MSFT | Growth Partners Roth IRA ⇒ Microsoft Corporation - Common Stock (MSFT) ST | Member | $1,001 - $15,000 | p. 6 |
| NEE | Growth Partners Roth IRA ⇒ NextEra Energy, Inc. Common Stock (NEE) ST | Member | $1,001 - $15,000 | p. 6 |
| PEP | Growth Partners Roth IRA ⇒ Pepsico, Inc. (PEP) ST | Member | $1,001 - $15,000 | p. 6 |
| PG | Growth Partners Roth IRA ⇒ Procter & Gamble Company (PG) ST | Member | $1,001 - $15,000 | p. 6 |
| O | Growth Partners Roth IRA ⇒ Realty Income Corporation Common Stock (O) ST | Member | $1,001 - $15,000 | p. 6 |
| SFENX | Growth Partners Roth IRA ⇒ Schwab Fundamental Emerging Markets Large Company Index Fd (SFENX) MF | Member | $1,001 - $15,000 | p. 6 |
| SPSM | Growth Partners Roth IRA ⇒ State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) EF | Member | $1,001 - $15,000 | p. 6 |
| TSIIX | Growth Partners Roth IRA ⇒ Thornburg Strategic Income Fund Class I Shs (TSIIX) MF | Member | $1,001 - $15,000 | p. 6 |
| UNH | Growth Partners Roth IRA ⇒ UnitedHealth Group Incorporated Common Stock (UNH) ST | Member | $1,001 - $15,000 | p. 6 |
| MGK | Growth Partners Roth IRA ⇒ Vanguard Mega Cap Growth ETF (MGK) EF | Member | $1,001 - $15,000 | p. 6 |
| WMT | Growth Partners Roth IRA ⇒ Walmart Inc. Common Stock (WMT) ST | Member | $1,001 - $15,000 | p. 6 |
| BARIX | Growth Partners IRA ⇒ Baron Asset Fund Inst Shs (BARIX) MF | Member | None | p. 2 |
| NBGIX | Growth Partners IRA ⇒ Neuberger Berman Genesis Institutional (NBGIX) MF | Member | None | p. 3 |
| BARIX | Growth Partners Roth IRA ⇒ Baron Asset Fund Inst Shs (BARIX) MF | Member | None | p. 4 |
| BEXIX | Growth Partners Roth IRA ⇒ Baron Emerging Markets Fd Inst Shs (BEXIX) MF | Member | None | p. 4 |
| NBGIX | Growth Partners Roth IRA ⇒ Neuberger Berman Genesis Institutional (NBGIX) MF | Member | None | p. 6 |
| FARCX | Growth Partners Roth IRA ⇒ Nuveen Real Estate Securities Fund Cl I (FARCX) MF | Member | None | p. 6 |
6 other assets on this report (bank accounts, real property, retirement plans, private businesses and similar) are not securities and are not listed here. They are on the filing.
Transactions
Every row on this member's periodic transaction reports filed in 2025 and 2026.
Sorted by the lower bound of the disclosed amount band, largest band first, then by transaction date, newest first. Each row links to the page of the filing it came from.
| Ticker | Asset | Owner | Type | Transaction date | Amount band | Filed |
|---|---|---|---|---|---|---|
| none | US Treasury Bill GS | Member | P | December 12, 2025 | $100,001 - $250,000 | April 7, 2026 filing 20033648, p. 3 |
| ABT | Abbott Laboratories Common Stock (ABT) ST | Member | S | July 30, 2026 | $1,001 - $15,000 | August 14, 2026 filing 20035204, p. 1 |
| APD | Air Products and Chemicals, Inc. Common Stock (APD) ST | Member | S | July 30, 2026 | $1,001 - $15,000 | August 14, 2026 filing 20035204, p. 1 |
| AWK | American Water Works Company, Inc. Common Stock (AWK) ST | Member | S | July 30, 2026 | $1,001 - $15,000 | August 14, 2026 filing 20035204, p. 1 |
| ADI | Analog Devices, Inc. - Common Stock (ADI) ST | Member | S | July 30, 2026 | $1,001 - $15,000 | August 14, 2026 filing 20035204, p. 1 |
| AAPL | Apple Inc. - Common Stock (AAPL) ST | Member | S | July 30, 2026 | $1,001 - $15,000 | August 14, 2026 filing 20035204, p. 1 |
| ADP | Automatic Data Processing, Inc. - Common Stock (ADP) ST | Member | S | July 30, 2026 | $1,001 - $15,000 | August 14, 2026 filing 20035204, p. 1 |
| BRK.B | Berkshire Hathaway Inc. New Common Stock (BRK.B) ST | Member | P | July 30, 2026 | $1,001 - $15,000 | August 14, 2026 filing 20035204, p. 2 |
| BLK | BlackRock, Inc. Common Stock (BLK) ST | Member | S | July 30, 2026 | $1,001 - $15,000 | August 14, 2026 filing 20035204, p. 2 |
| CSCO | Cisco Systems, Inc. - Common Stock (CSCO) ST | Member | S | July 30, 2026 | $1,001 - $15,000 | August 14, 2026 filing 20035204, p. 2 |
| COST | Costco Wholesale Corporation - Common Stock (COST) ST | Member | S | July 30, 2026 | $1,001 - $15,000 | August 14, 2026 filing 20035204, p. 2 |
| EMR | Emerson Electric Company Common Stock (EMR) ST | Member | S | July 30, 2026 | $1,001 - $15,000 | August 14, 2026 filing 20035204, p. 2 |
| HD | Home Depot, Inc. (HD) ST | Member | S | July 30, 2026 | $1,001 - $15,000 | August 14, 2026 filing 20035204, p. 2 |
| ITW | Illinois Tool Works Inc. Common Stock (ITW) ST | Member | S | July 30, 2026 | $1,001 - $15,000 | August 14, 2026 filing 20035204, p. 2 |
| ICE | Intercontinental Exchange Inc. Common Stock (ICE) ST | Member | S | July 30, 2026 | $1,001 - $15,000 | August 14, 2026 filing 20035204, p. 2 |
| JNJ | Johnson & Johnson Common Stock (JNJ) ST | Member | S | July 30, 2026 | $1,001 - $15,000 | August 14, 2026 filing 20035204, p. 2 |
| LHX | L3Harris Technologies, Inc. Common Stock (LHX) ST | Member | S | July 30, 2026 | $1,001 - $15,000 | August 14, 2026 filing 20035204, p. 3 |
| MCD | McDonald's Corporation Common Stock (MCD) ST | Member | S | July 30, 2026 | $1,001 - $15,000 | August 14, 2026 filing 20035204, p. 3 |
| MDT | Medtronic plc. Ordinary Shares (MDT) ST | Member | S | July 30, 2026 | $1,001 - $15,000 | August 14, 2026 filing 20035204, p. 3 |
| MSFT | Microsoft Corporation - Common Stock (MSFT) ST | Member | S | July 30, 2026 | $1,001 - $15,000 | August 14, 2026 filing 20035204, p. 3 |
| NEE | NextEra Energy, Inc. Common Stock (NEE) ST | Member | S | July 30, 2026 | $1,001 - $15,000 | August 14, 2026 filing 20035204, p. 3 |
| PEP | Pepsico, Inc. (PEP) ST | Member | S | July 30, 2026 | $1,001 - $15,000 | August 14, 2026 filing 20035204, p. 3 |
| PG | Procter & Gamble Company (PG) ST | Member | S | July 30, 2026 | $1,001 - $15,000 | August 14, 2026 filing 20035204, p. 3 |
| O | Realty Income Corporation Common Stock (O) ST | Member | S | July 30, 2026 | $1,001 - $15,000 | August 14, 2026 filing 20035204, p. 3 |
| UNH | UnitedHealth Group Incorporated Common Stock (UNH) ST | Member | S | July 30, 2026 | $1,001 - $15,000 | August 14, 2026 filing 20035204, p. 3 |
| V | Visa Inc. (V) ST | Member | S | July 30, 2026 | $1,001 - $15,000 | August 14, 2026 filing 20035204, p. 3 |
| WMT | Walmart Inc. - Common Stock (WMT) ST | Member | S | July 30, 2026 | $1,001 - $15,000 | August 14, 2026 filing 20035204, p. 4 |
| ABT | Abbott Laboratories Common Stock (ABT) ST | Member | P | June 12, 2026 | $1,001 - $15,000 | July 9, 2026 filing 20034954, p. 1 |
| ABT | Abbott Laboratories Common Stock (ABT) ST | Member | P | June 12, 2026 | $1,001 - $15,000 | July 9, 2026 filing 20034954, p. 1 |
| ADI | Analog Devices, Inc. - Common Stock (ADI) ST | Member | S (partial) | June 12, 2026 | $1,001 - $15,000 | July 9, 2026 filing 20034954, p. 1 |
| ADI | Analog Devices, Inc. - Common Stock (ADI) ST | Member | S (partial) | June 12, 2026 | $1,001 - $15,000 | July 9, 2026 filing 20034954, p. 1 |
| BLK | BlackRock, Inc. Common Stock (BLK) ST | Member | S (partial) | June 12, 2026 | $1,001 - $15,000 | July 9, 2026 filing 20034954, p. 1 |
| CSCO | Cisco Systems, Inc. - Common Stock (CSCO) ST | Member | S (partial) | June 12, 2026 | $1,001 - $15,000 | July 9, 2026 filing 20034954, p. 1 |
| CSCO | Cisco Systems, Inc. - Common Stock (CSCO) ST | Member | S (partial) | June 12, 2026 | $1,001 - $15,000 | July 9, 2026 filing 20034954, p. 2 |
| ICE | Intercontinental Exchange Inc. Common Stock (ICE) ST | Member | P | June 12, 2026 | $1,001 - $15,000 | July 9, 2026 filing 20034954, p. 2 |
| IMCB | Ishares Morningstar ETF Mid Cap (IMCB) OT | Member | S (partial) | June 12, 2026 | $1,001 - $15,000 | July 9, 2026 filing 20034954, p. 2 |
| LHX | L3Harris Technologies, Inc. Common Stock (LHX) ST | Member | P | June 12, 2026 | $1,001 - $15,000 | July 9, 2026 filing 20034954, p. 2 |
| LHX | L3Harris Technologies, Inc. Common Stock (LHX) ST | Member | P | June 12, 2026 | $1,001 - $15,000 | July 9, 2026 filing 20034954, p. 2 |
| SPSM | State Street SPDR ETF Portfolio S&P 600 Small (SPSM) OT | Member | S (partial) | June 12, 2026 | $1,001 - $15,000 | July 9, 2026 filing 20034954, p. 2 |
| UNH | UnitedHealth Group Incorporated Common Stock (UNH) ST | Member | S (partial) | June 12, 2026 | $1,001 - $15,000 | July 9, 2026 filing 20034954, p. 2 |
| UNH | UnitedHealth Group Incorporated Common Stock (UNH) ST | Member | S (partial) | June 12, 2026 | $1,001 - $15,000 | July 9, 2026 filing 20034954, p. 2 |
| MGK | Vanguard Mega Cap Growth ETF (MGK) OT | Member | S (partial) | June 12, 2026 | $1,001 - $15,000 | July 9, 2026 filing 20034954, p. 2 |
| MGK | Vanguard Mega Cap Growth ETF (MGK) OT | Member | S (partial) | June 12, 2026 | $1,001 - $15,000 | July 9, 2026 filing 20034954, p. 3 |
| AMT | American Tower Corporation (AMT) ST | Member | S | April 17, 2026 | $1,001 - $15,000 | May 12, 2026 filing 20034542, p. 1 |
| ABT | Abbott Laboratories Common Stock (ABT) ST | Member | P | March 19, 2026 | $1,001 - $15,000 | April 7, 2026 filing 20033648, p. 1 |
| ADI | Analog Devices, Inc. - Common Stock (ADI) ST | Member | S (partial) | March 19, 2026 | $1,001 - $15,000 | April 7, 2026 filing 20033648, p. 1 |
| ADI | Analog Devices, Inc. - Common Stock (ADI) ST | Member | S (partial) | March 19, 2026 | $1,001 - $15,000 | April 7, 2026 filing 20033648, p. 1 |
| ADP | Automatic Data Processing, Inc. - Common Stock (ADP) ST | Member | S (partial) | March 19, 2026 | $1,001 - $15,000 | April 7, 2026 filing 20033648, p. 1 |
| ADP | Automatic Data Processing, Inc. - Common Stock (ADP) ST | Member | P | March 19, 2026 | $1,001 - $15,000 | April 7, 2026 filing 20033648, p. 1 |
| BLK | BlackRock, Inc. Common Stock (BLK) ST | Member | P | March 19, 2026 | $1,001 - $15,000 | April 7, 2026 filing 20033648, p. 1 |
| HD | Home Depot, Inc. (HD) ST | Member | P | March 19, 2026 | $1,001 - $15,000 | April 7, 2026 filing 20033648, p. 2 |
| HD | Home Depot, Inc. (HD) ST | Member | P | March 19, 2026 | $1,001 - $15,000 | April 7, 2026 filing 20033648, p. 2 |
| JNJ | Johnson & Johnson Common Stock (JNJ) ST | Member | S (partial) | March 19, 2026 | $1,001 - $15,000 | April 7, 2026 filing 20033648, p. 2 |
| JNJ | Johnson & Johnson Common Stock (JNJ) ST | Member | S (partial) | March 19, 2026 | $1,001 - $15,000 | April 7, 2026 filing 20033648, p. 2 |
| LHX | L3Harris Technologies, Inc. Common Stock (LHX) ST | Member | S (partial) | March 19, 2026 | $1,001 - $15,000 | April 7, 2026 filing 20033648, p. 2 |
| LHX | L3Harris Technologies, Inc. Common Stock (LHX) ST | Member | S (partial) | March 19, 2026 | $1,001 - $15,000 | April 7, 2026 filing 20033648, p. 2 |
| MSFT | Microsoft Corporation - Common Stock (MSFT) ST | Member | P | March 19, 2026 | $1,001 - $15,000 | April 7, 2026 filing 20033648, p. 2 |
| MSFT | Microsoft Corporation - Common Stock (MSFT) ST | Member | P | March 19, 2026 | $1,001 - $15,000 | April 7, 2026 filing 20033648, p. 2 |
| NEE | NextEra Energy, Inc. Common Stock (NEE) ST | Member | S (partial) | March 19, 2026 | $1,001 - $15,000 | April 7, 2026 filing 20033648, p. 2 |
| UNH | UnitedHealth Group Incorporated Common Stock (UNH) ST | Member | P | March 19, 2026 | $1,001 - $15,000 | April 7, 2026 filing 20033648, p. 2 |
| UNH | UnitedHealth Group Incorporated Common Stock (UNH) ST | Member | P | March 19, 2026 | $1,001 - $15,000 | April 7, 2026 filing 20033648, p. 3 |
| MGK | Vanguard Mega Cap Growth ETF (MGK) OT | Member | P | March 19, 2026 | $1,001 - $15,000 | April 7, 2026 filing 20033648, p. 3 |
| MGK | Vanguard Mega Cap Growth ETF (MGK) OT | Member | P | March 19, 2026 | $1,001 - $15,000 | April 7, 2026 filing 20033648, p. 3 |
| ABT | Abbott Laboratories Common Stock (ABT) ST | Member | P | November 5, 2025 | $1,001 - $15,000 | December 9, 2025 filing 20033610, p. 1 |
| APD | Air Products and Chemicals, Inc. Common Stock (APD) ST | Member | P | November 5, 2025 | $1,001 - $15,000 | December 9, 2025 filing 20033610, p. 1 |
| AWK | American Water Works Company, Inc. Common Stock (AWK) ST | Member | P | November 5, 2025 | $1,001 - $15,000 | December 9, 2025 filing 20033610, p. 1 |
| ADI | Analog Devices, Inc. - Common Stock (ADI) ST | Member | P | November 5, 2025 | $1,001 - $15,000 | December 9, 2025 filing 20033610, p. 1 |
| AAPL | Apple Inc. - Common Stock (AAPL) ST | Member | P | November 5, 2025 | $1,001 - $15,000 | December 9, 2025 filing 20033610, p. 1 |
| ADP | Automatic Data Processing, Inc. - Common Stock (ADP) ST | Member | P | November 5, 2025 | $1,001 - $15,000 | December 9, 2025 filing 20033610, p. 1 |
| BRK.B | Berkshire Hathaway Inc. New Common Stock (BRK.B) ST | Member | P | November 5, 2025 | $1,001 - $15,000 | December 9, 2025 filing 20033610, p. 1 |
| BLK | BlackRock, Inc. Common Stock (BLK) ST | Member | P | November 5, 2025 | $1,001 - $15,000 | December 9, 2025 filing 20033610, p. 1 |
| CSCO | Cisco Systems, Inc. - Common Stock (CSCO) ST | Member | P | November 5, 2025 | $1,001 - $15,000 | December 9, 2025 filing 20033610, p. 2 |
| COST | Costco Wholesale Corporation - Common Stock (COST) ST | Member | P | November 5, 2025 | $1,001 - $15,000 | December 9, 2025 filing 20033610, p. 2 |
| EMR | Emerson Electric Company Common Stock (EMR) ST | Member | P | November 5, 2025 | $1,001 - $15,000 | December 9, 2025 filing 20033610, p. 2 |
| HD | Home Depot, Inc. (HD) ST | Member | P | November 5, 2025 | $1,001 - $15,000 | December 9, 2025 filing 20033610, p. 2 |
| ITW | Illinois Tool Works Inc. Common Stock (ITW) ST | Member | P | November 5, 2025 | $1,001 - $15,000 | December 9, 2025 filing 20033610, p. 2 |
| ICE | Intercontinental Exchange Inc. Common Stock (ICE) ST | Member | P | November 5, 2025 | $1,001 - $15,000 | December 9, 2025 filing 20033610, p. 2 |
| JNJ | Johnson & Johnson Common Stock (JNJ) ST | Member | P | November 5, 2025 | $1,001 - $15,000 | December 9, 2025 filing 20033610, p. 2 |
| LHX | L3Harris Technologies, Inc. Common Stock (LHX) ST | Member | P | November 5, 2025 | $1,001 - $15,000 | December 9, 2025 filing 20033610, p. 2 |
| MCD | McDonald's Corporation Common Stock (MCD) ST | Member | P | November 5, 2025 | $1,001 - $15,000 | December 9, 2025 filing 20033610, p. 2 |
| MDT | Medtronic plc. Ordinary Shares (MDT) ST | Member | P | November 5, 2025 | $1,001 - $15,000 | December 9, 2025 filing 20033610, p. 2 |
| MSFT | Microsoft Corporation - Common Stock (MSFT) ST | Member | P | November 5, 2025 | $1,001 - $15,000 | December 9, 2025 filing 20033610, p. 2 |
| NEE | NextEra Energy, Inc. Common Stock (NEE) ST | Member | P | November 5, 2025 | $1,001 - $15,000 | December 9, 2025 filing 20033610, p. 3 |
| PEP | Pepsico, Inc. (PEP) ST | Member | P | November 5, 2025 | $1,001 - $15,000 | December 9, 2025 filing 20033610, p. 3 |
| PG | Procter & Gamble Company (PG) ST | Member | P | November 5, 2025 | $1,001 - $15,000 | December 9, 2025 filing 20033610, p. 3 |
| O | Realty Income Corporation Common Stock (O) ST | Member | P | November 5, 2025 | $1,001 - $15,000 | December 9, 2025 filing 20033610, p. 3 |
| UNH | UnitedHealth Group Incorporated Common Stock (UNH) ST | Member | P | November 5, 2025 | $1,001 - $15,000 | December 9, 2025 filing 20033610, p. 3 |
| V | Visa Inc. (V) ST | Member | P | November 5, 2025 | $1,001 - $15,000 | December 9, 2025 filing 20033610, p. 3 |
| WMT | Walmart Inc. Common Stock (WMT) ST | Member | P | November 5, 2025 | $1,001 - $15,000 | December 9, 2025 filing 20033610, p. 3 |
| BLK | BlackRock, Inc. Common Stock (BLK) ST | Member | S (partial) | September 18, 2025 | $1,001 - $15,000 | October 9, 2025 filing 20032255, p. 1 |
| LHX | L3Harris Technologies, Inc. Common Stock (LHX) ST | Member | S (partial) | September 18, 2025 | $1,001 - $15,000 | October 9, 2025 filing 20032255, p. 1 |
| MSFT | Microsoft Corporation - Common Stock (MSFT) ST | Member | S (partial) | September 18, 2025 | $1,001 - $15,000 | October 9, 2025 filing 20032255, p. 1 |
| UNH | UnitedHealth Group Incorporated Common Stock (UNH) ST | Member | S (partial) | September 18, 2025 | $1,001 - $15,000 | October 9, 2025 filing 20032255, p. 1 |
| ABT | Abbott Laboratories Common Stock (ABT) ST | Member | P | March 15, 2023 | $1,001 - $15,000 | September 17, 2025 filing 20030699, p. 1 |
| APD | Air Products and Chemicals, Inc. Common Stock (APD) ST | Member | P | March 15, 2023 | $1,001 - $15,000 | September 17, 2025 filing 20030699, p. 1 |
| AMT | American Tower Corporation (AMT) ST | Member | P | March 15, 2023 | $1,001 - $15,000 | September 17, 2025 filing 20030699, p. 1 |
| AWK | American Water Works Company, Inc. Common Stock (AWK) ST | Member | P | March 15, 2023 | $1,001 - $15,000 | September 17, 2025 filing 20030699, p. 1 |
| ADI | Analog Devices, Inc. - Common Stock (ADI) ST | Member | P | March 15, 2023 | $1,001 - $15,000 | September 17, 2025 filing 20030699, p. 1 |
| AAPL | Apple Inc. - Common Stock (AAPL) ST | Member | P | March 15, 2023 | $1,001 - $15,000 | September 17, 2025 filing 20030699, p. 1 |
| ADP | Automatic Data Processing, Inc. - Common Stock (ADP) ST | Member | P | March 15, 2023 | $1,001 - $15,000 | September 17, 2025 filing 20030699, p. 2 |
| BARIX | Baron Asset Fund Inst Shs (BARIX) OT | Member | P | March 15, 2023 | $1,001 - $15,000 | September 17, 2025 filing 20030699, p. 2 |
| BEXIX | Baron Emerging Markets Fd Inst Shs (BEXIX) OT | Member | P | March 15, 2023 | $1,001 - $15,000 | September 17, 2025 filing 20030699, p. 2 |
| BLK | BlackRock, Inc. Common Stock (BLK) ST | Member | P | March 15, 2023 | $1,001 - $15,000 | September 17, 2025 filing 20030699, p. 2 |
| CSCO | Cisco Systems, Inc. - Common Stock (CSCO) ST | Member | P | March 15, 2023 | $1,001 - $15,000 | September 17, 2025 filing 20030699, p. 2 |
| COST | Costco Wholesale Corporation - Common Stock (COST) ST | Member | P | March 15, 2023 | $1,001 - $15,000 | September 17, 2025 filing 20030699, p. 2 |
| EMR | Emerson Electric Company Common Stock (EMR) ST | Member | P | March 15, 2023 | $1,001 - $15,000 | September 17, 2025 filing 20030699, p. 2 |
| FCPIX | Fidelity Advisor International Capital Appreciation Fund: Class I (FCPIX) OT | Member | P | March 15, 2023 | $1,001 - $15,000 | September 17, 2025 filing 20030699, p. 2 |
| FEPIX | Fidelity Advisor Total Bond Fund: Class I (FEPIX) OT | Member | P | March 15, 2023 | $1,001 - $15,000 | September 17, 2025 filing 20030699, p. 3 |
| HD | Home Depot, Inc. (HD) ST | Member | P | March 15, 2023 | $1,001 - $15,000 | September 17, 2025 filing 20030699, p. 3 |
| ITW | Illinois Tool Works Inc. Common Stock (ITW) ST | Member | P | March 15, 2023 | $1,001 - $15,000 | September 17, 2025 filing 20030699, p. 3 |
| ICE | Intercontinental Exchange Inc. Common Stock (ICE) ST | Member | P | March 15, 2023 | $1,001 - $15,000 | September 17, 2025 filing 20030699, p. 3 |
| JFLEX | Janus Henderson Flexible Bond Fund - I Shares (JFLEX) OT | Member | P | March 15, 2023 | $1,001 - $15,000 | September 17, 2025 filing 20030699, p. 3 |
| JNJ | Johnson & Johnson Common Stock (JNJ) ST | Member | P | March 15, 2023 | $1,001 - $15,000 | September 17, 2025 filing 20030699, p. 3 |
| LHX | L3Harris Technologies, Inc. Common Stock (LHX) ST | Member | P | March 15, 2023 | $1,001 - $15,000 | September 17, 2025 filing 20030699, p. 3 |
| MCD | McDonald's Corporation Common Stock (MCD) ST | Member | P | March 15, 2023 | $1,001 - $15,000 | September 17, 2025 filing 20030699, p. 3 |
| MDT | Medtronic plc. Ordinary Shares (MDT) ST | Member | P | March 15, 2023 | $1,001 - $15,000 | September 17, 2025 filing 20030699, p. 4 |
| MSFT | Microsoft Corporation - Common Stock (MSFT) ST | Member | P | March 15, 2023 | $1,001 - $15,000 | September 17, 2025 filing 20030699, p. 4 |
| NBGIX | Neuberger Berman Genesis Institutional (NBGIX) OT | Member | P | March 15, 2023 | $1,001 - $15,000 | September 17, 2025 filing 20030699, p. 4 |
| NEE | NextEra Energy, Inc. Common Stock (NEE) ST | Member | P | March 15, 2023 | $1,001 - $15,000 | September 17, 2025 filing 20030699, p. 4 |
| FARCX | Nuveen Real Estate Securities Fund Cl I (FARCX) OT | Member | P | March 15, 2023 | $1,001 - $15,000 | September 17, 2025 filing 20030699, p. 4 |
| PEP | Pepsico, Inc. (PEP) ST | Member | P | March 15, 2023 | $1,001 - $15,000 | September 17, 2025 filing 20030699, p. 4 |
| O | Realty Income Corporation Common Stock (O) ST | Member | P | March 15, 2023 | $1,001 - $15,000 | September 17, 2025 filing 20030699, p. 4 |
| TSIIX | Thornburg Strategic Income Fund Class 1 Shs (TSIIX) OT | Member | P | March 15, 2023 | $1,001 - $15,000 | September 17, 2025 filing 20030699, p. 4 |
| UNH | UnitedHealth Group Incorporated Common Stock (UNH) ST | Member | P | March 15, 2023 | $1,001 - $15,000 | September 17, 2025 filing 20030699, p. 5 |
| MGK | Vanguard Mega Cap Growth ETF (MGK) OT | Member | P | March 15, 2023 | $1,001 - $15,000 | September 17, 2025 filing 20030699, p. 5 |
| WMT | Walmart Inc. Common Stock (WMT) ST | Member | P | March 15, 2023 | $1,001 - $15,000 | September 17, 2025 filing 20030699, p. 5 |
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 14, 2026 Periodic transaction report (2026), filing 20035204 itemised above
- July 29, 2026 Annual report (FD Original) (2025), filing 10075846 itemised above
- July 9, 2026 Periodic transaction report (2026), filing 20034954 itemised above
- May 14, 2026 Extension request (2025), filing 30027916
- May 12, 2026 Periodic transaction report (2026), filing 20034542 itemised above
- April 7, 2026 Periodic transaction report (2026), filing 20033648 itemised above
- December 9, 2025 Periodic transaction report (2025), filing 20033610 itemised above
- October 9, 2025 Periodic transaction report (2025), filing 20032255 itemised above
- September 17, 2025 Periodic transaction report (2025), filing 20030699 itemised above
- August 13, 2025 Annual report (FD Original) (2024), filing 10067148
- May 2, 2025 Extension request (2024), filing 30022999
Discussion
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