Kelly Morrison
U.S. Representative, Minnesota district 3 (MN03)
Latest disclosure August 25, 2026: Periodic transaction report, filing 20035244.
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 10075173.
As of August 12, 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 |
|---|---|---|---|---|
| FZFXX | Brokerage Account 1 ⇒ Fidelity Treasury Money Market Fund (FZFXX) MF | Spouse | Spouse/DC Over $1,000,000 | p. 1 |
| LINIX | Deferred Compensation Program ⇒ BlackRock LifePath Index 2030 Port Insti Shs (LINIX) MF | Spouse | Spouse/DC Over $1,000,000 | p. 2 |
| LINIX | Retirement Account 1 (401k) ⇒ BlackRock LifePath Index 2030 Port Insti Shs (LINIX) MF | Spouse | Spouse/DC Over $1,000,000 | p. 2 |
| VIEIX | Retirement Account 2 (401k) ⇒ Vanguard Index Trust Extended Market Index Fd Instl Shs (VIEIX) MF | Spouse | $500,001 - $1,000,000 | p. 2 |
| MSFT | Trust 2 ⇒ Microsoft Corporation - Common Stock (MSFT) ST | Spouse | $500,001 - $1,000,000 | p. 11 |
| IEFA | Trust 8 ⇒ iShares Core MSCI EAFE ETF (IEFA) EF | Spouse | $500,001 - $1,000,000 | p. 18 |
| IVV | Trust 8 ⇒ iShares Core S&P 500 ETF (IVV) EF | Spouse | $500,001 - $1,000,000 | p. 18 |
| VOO | Trust 8 ⇒ Vanguard S&P 500 ETF (VOO) EF | Spouse | $500,001 - $1,000,000 | p. 20 |
| EKJYX | Retirement Account 4 (401k) ⇒ Allspring Premier Large Company Growth Fund Insti Class (EKJYX) MF | Member | $250,001 - $500,000 | p. 3 |
| EISIX | Retirement Account 4 (401k) ⇒ Carillon ClariVest International Stock Fund Class I (EISIX) MF | Member | $250,001 - $500,000 | p. 3 |
| PLSAX | Retirement Account 4 (401k) ⇒ Principal Fds, Inc. LargeCap S&P 500 Index Fd Cl A (PLSAX) MF | Member | $250,001 - $500,000 | p. 4 |
| IEFA | Trust 1 ⇒ iShares Core MSCI EAFE ETF (IEFA) EF | Member | $250,001 - $500,000 | p. 6 |
| IVV | Trust 1 ⇒ iShares Core S&P 500 ETF (IVV) EF | Member | $250,001 - $500,000 | p. 6 |
| COST | Trust 2 ⇒ Costco Wholesale Corporation - Common Stock (COST) ST | Spouse | $250,001 - $500,000 | p. 9 |
| IVV | Trust 2 ⇒ iShares Core S&P 500 ETF (IVV) EF | Spouse | $250,001 - $500,000 | p. 10 |
| VEA | Trust 2 ⇒ Vanguard FTSE Developed Markets ETF (VEA) EF | Spouse | $250,001 - $500,000 | p. 12 |
| VWIUX | Trust 2 ⇒ Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs (VWIUX) MF | Spouse | $250,001 - $500,000 | p. 12 |
| VV | Trust 2 ⇒ Vanguard Large-Cap ETF (VV) EF | Spouse | $250,001 - $500,000 | p. 12 |
| VOO | Trust 7 ⇒ Vanguard S&P 500 ETF (VOO) EF | Spouse | $250,001 - $500,000 | p. 16 |
| VWIUX | Trust 8 ⇒ Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs (VWIUX) MF | Spouse | $250,001 - $500,000 | p. 20 |
| TGT | Brokerage Account 1 ⇒ Target Corporation Common Stock (TGT) ST | Spouse | $100,001 - $250,000 | p. 1 |
| TGT | Brokerage Account 1 ⇒ Target Corporation Common Stock (TGT) ST | Spouse | $100,001 - $250,000 | p. 2 |
| VBILX | Deferred Compensation Program ⇒ Vanguard Intermediate-Term Bond Index Fund Admiral Shares (VBILX) MF | Spouse | $100,001 - $250,000 | p. 2 |
| OPOCX | Retirement Account 4 (401k) ⇒ Invesco Discovery Fund Class A (OPOCX) MF | Member | $100,001 - $250,000 | p. 4 |
| PMSIX | Retirement Account 4 (401k) ⇒ Principal Fds, Inc. Core Plus Bond Fund, Institutional (PMSIX) MF | Member | $100,001 - $250,000 | p. 4 |
| PSSIX | Retirement Account 4 (401k) ⇒ Principal Fds, Inc. SmallCap S&P 600 Index Fd Insti Cl (PSSIX) MF | Member | $100,001 - $250,000 | p. 4 |
| PMFJX | Retirement Account 4 (401k) ⇒ Principal Fds, Inc.MidCap S&P 400 Index Fd J Cl (PMFJX) MF | Member | $100,001 - $250,000 | p. 4 |
| MSFT | Trust 1 ⇒ Microsoft Corporation - Common Stock (MSFT) ST | Member | $100,001 - $250,000 | p. 7 |
| TSM | Trust 1 ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) ST | Member | $100,001 - $250,000 | p. 7 |
| GOOG | Trust 2 ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) ST | Spouse | $100,001 - $250,000 | p. 8 |
| APH | Trust 2 ⇒ Amphenol Corporation Common Stock (APH) ST | Spouse | $100,001 - $250,000 | p. 8 |
| AAPL | Trust 2 ⇒ Apple Inc. - Common Stock (AAPL) ST | Spouse | $100,001 - $250,000 | p. 8 |
| IBM | Trust 2 ⇒ International Business Machines Corporation Common Stock (IBM) ST | Spouse | $100,001 - $250,000 | p. 10 |
| IEFA | Trust 2 ⇒ iShares Core MSCI EAFE ETF (IEFA) EF | Spouse | $100,001 - $250,000 | p. 10 |
| IVE | Trust 2 ⇒ iShares S&P 500 Value ETF (IVE) EF | Spouse | $100,001 - $250,000 | p. 10 |
| TSM | Trust 2 ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) ST | Spouse | $100,001 - $250,000 | p. 12 |
| VIG | Trust 2 ⇒ Vanguard Div Appreciation ETF (VIG) EF | Spouse | $100,001 - $250,000 | p. 12 |
| VWO | Trust 2 ⇒ Vanguard FTSE Emerging Markets ETF (VWO) EF | Spouse | $100,001 - $250,000 | p. 12 |
| VYM | Trust 2 ⇒ Vanguard High Dividend Yield ETF (VYM) EF | Spouse | $100,001 - $250,000 | p. 12 |
| IEFA | Trust 7 ⇒ iShares Core MSCI EAFE ETF (IEFA) EF | Spouse | $100,001 - $250,000 | p. 15 |
| GOOG | Trust 8 ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) ST | Spouse | $100,001 - $250,000 | p. 17 |
| APH | Trust 8 ⇒ Amphenol Corporation Common Stock (APH) ST | Spouse | $100,001 - $250,000 | p. 17 |
| AAPL | Trust 8 ⇒ Apple Inc. - Common Stock (AAPL) ST | Spouse | $100,001 - $250,000 | p. 17 |
| IEMG | Trust 8 ⇒ iShares Core MSCI Emerging Markets ETF (IEMG) EF | Spouse | $100,001 - $250,000 | p. 18 |
| IVE | Trust 8 ⇒ iShares S&P 500 Value ETF (IVE) EF | Spouse | $100,001 - $250,000 | p. 18 |
| TSM | Trust 8 ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) ST | Spouse | $100,001 - $250,000 | p. 19 |
| FLTR | Trust 8 ⇒ VanEck IG Floating Rate ETF (FLTR) EF | Spouse | $100,001 - $250,000 | p. 20 |
| VWSUX | Trust 8 ⇒ Vanguard Ultra-Short-Term Tax-Exempt Fund Admiral Shares (VWSUX) MF | Spouse | $100,001 - $250,000 | p. 20 |
| VSCRX | Trust 8 ⇒ Virtus KAR Small-Cap Core Fund R6 (VSCRX) MF | Spouse | $100,001 - $250,000 | p. 20 |
| VFFSX | Retirement Account 2 (401k) ⇒ Vanguard 500 Index Fund Institutional Select Shares (VFFSX) MF | Spouse | $50,001 - $100,000 | p. 2 |
| IVV | Retirement Account 3 (IRA) ⇒ iShares Core S&P 500 ETF (IVV) EF | Spouse | $50,001 - $100,000 | p. 3 |
| MADVX | Retirement Account 4 (401k) ⇒ BlackRock Eq Dividend I (MADVX) MF | Member | $50,001 - $100,000 | p. 3 |
| GSSIX | Retirement Account 4 (401k) ⇒ Goldman Sachs Small Cap Value Fund Institutional Shares (GSSIX) MF | Member | $50,001 - $100,000 | p. 4 |
| SNOXX | Retirement Account 6 (IRA) ⇒ Schwab Treasury Obligations Money Fund - Investor Shares (SNOXX) MF | Spouse | $50,001 - $100,000 | p. 5 |
| GOOG | Trust 1 ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) ST | Member | $50,001 - $100,000 | p. 5 |
| APH | Trust 1 ⇒ Amphenol Corporation Common Stock (APH) ST | Member | $50,001 - $100,000 | p. 5 |
| none | Trust 1 ⇒ ANOKA MN SER A DTD 06/08/23 GS | Member | $50,001 - $100,000 | p. 5 |
| AAPL | Trust 1 ⇒ Apple Inc. - Common Stock (AAPL) ST | Member | $50,001 - $100,000 | p. 5 |
| BRK.B | Trust 1 ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) ST | Member | $50,001 - $100,000 | p. 5 |
| IVE | Trust 1 ⇒ iShares S&P 500 Value ETF (IVE) EF | Member | $50,001 - $100,000 | p. 6 |
| JPM | Trust 1 ⇒ JP Morgan Chase & Co. Common Stock (JPM) ST | Member | $50,001 - $100,000 | p. 6 |
| MA | Trust 1 ⇒ Mastercard Incorporated Common Stock (MA) ST | Member | $50,001 - $100,000 | p. 6 |
| FLTR | Trust 1 ⇒ VanEck ETF Trust VanEck IG Floating Rate ETF (FLTR) EF | Member | $50,001 - $100,000 | p. 7 |
| VWO | Trust 1 ⇒ Vanguard FTSE Emerging Markets ETF (VWO) EF | Member | $50,001 - $100,000 | p. 7 |
| ABBV | Trust 2 ⇒ AbbVie Inc. Common Stock (ABBV) ST | Spouse | $50,001 - $100,000 | p. 8 |
| none | Trust 2 ⇒ ANOKA MN SER A DTD 06/08/23 GS | Spouse | $50,001 - $100,000 | p. 8 |
| BRK.B | Trust 2 ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) ST | Spouse | $50,001 - $100,000 | p. 9 |
| BLK | Trust 2 ⇒ BlackRock, Inc. Common Stock (BLK) ST | Spouse | $50,001 - $100,000 | p. 9 |
| AVGO | Trust 2 ⇒ Broadcom Inc. - Common Stock (AVGO) ST | Spouse | $50,001 - $100,000 | p. 9 |
| none | Trust 2 ⇒ CHASKA MN ELEC REVENUE REF - SER A DTD 10/01/15 GS | Spouse | $50,001 - $100,000 | p. 9 |
| none | Trust 2 ⇒ DAYTON MN SER A DTD 06/15/23 GS | Spouse | $50,001 - $100,000 | p. 9 |
| FTHFX | Trust 2 ⇒ FullerThaler Behavioral Small-Cap Equity Fund R6 Shares (FTHFX) MF | Spouse | $50,001 - $100,000 | p. 10 |
| HON | Trust 2 ⇒ Honeywell International Inc. (HON) ST | Spouse | $50,001 - $100,000 | p. 10 |
| EFA | Trust 2 ⇒ iShares MSCI EAFE ETF (EFA) EF | Spouse | $50,001 - $100,000 | p. 10 |
| JNJ | Trust 2 ⇒ Johnson & Johnson Common Stock (JNJ) ST | Spouse | $50,001 - $100,000 | p. 10 |
| LOW | Trust 2 ⇒ Lowe's Companies, Inc. Common Stock (LOW) ST | Spouse | $50,001 - $100,000 | p. 10 |
| MA | Trust 2 ⇒ Mastercard Incorporated Common Stock (MA) ST | Spouse | $50,001 - $100,000 | p. 11 |
| MRK | Trust 2 ⇒ Merck & Company, Inc. Common Stock (MRK) ST | Spouse | $50,001 - $100,000 | p. 11 |
| META | Trust 2 ⇒ Meta Platforms, Inc. - Class A Common Stock (META) ST | Spouse | $50,001 - $100,000 | p. 11 |
| none | Trust 2 ⇒ MINNESOTA ST MUNI PWR AGY ELEC DTD 08/25/16 GS | Spouse | $50,001 - $100,000 | p. 11 |
| SPGI | Trust 2 ⇒ S&P Global Inc. Common Stock (SPGI) ST | Spouse | $50,001 - $100,000 | p. 11 |
| FLTR | Trust 2 ⇒ VanEck ETF Trust VanEck IG Floating Rate ETF (FLTR) EF | Spouse | $50,001 - $100,000 | p. 12 |
| VB | Trust 2 ⇒ Vanguard Small-Cap ETF (VB) EF | Spouse | $50,001 - $100,000 | p. 13 |
| VWSUX | Trust 2 ⇒ Vanguard Ultra-Short-Term Tax-Exempt Fund Admiral Shares (VWSUX) MF | Spouse | $50,001 - $100,000 | p. 13 |
| VSCRX | Trust 2 ⇒ Virtus KAR Small-Cap Core Fund R6 (VSCRX) MF | Spouse | $50,001 - $100,000 | p. 13 |
| AAPL | Trust 7 ⇒ Apple Inc. - Common Stock (AAPL) ST | Spouse | $50,001 - $100,000 | p. 14 |
| CCLFX | Trust 7 ⇒ Cliffwater Corporate Lending Fund Class I (CCLFX) MF | Spouse | $50,001 - $100,000 | p. 14 |
| GTEYX | Trust 7 ⇒ Gateway Fund Class Y (GTEYX) MF | Spouse | $50,001 - $100,000 | p. 14 |
| JPM | Trust 7 ⇒ JP Morgan Chase & Co. Common Stock (JPM) ST | Spouse | $50,001 - $100,000 | p. 15 |
| MSFT | Trust 7 ⇒ Microsoft Corporation - Common Stock (MSFT) ST | Spouse | $50,001 - $100,000 | p. 15 |
| VCSH | Trust 7 ⇒ Vanguard Short-Term Corporate Bond ETF (VCSH) EF | Spouse | $50,001 - $100,000 | p. 16 |
| BRK.B | Trust 8 ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) ST | Spouse | $50,001 - $100,000 | p. 17 |
| IAU | Trust 8 ⇒ iShares Gold Trust Shares (IAU) EF | Spouse | $50,001 - $100,000 | p. 18 |
| IWR | Trust 8 ⇒ iShares Russell Mid-Cap ETF (IWR) EF | Spouse | $50,001 - $100,000 | p. 18 |
| MA | Trust 8 ⇒ Mastercard Incorporated Common Stock (MA) ST | Spouse | $50,001 - $100,000 | p. 18 |
| MSFT | Trust 8 ⇒ Microsoft Corporation - Common Stock (MSFT) ST | Spouse | $50,001 - $100,000 | p. 19 |
| XLE | Trust 8 ⇒ State Street Energy Select Sector SPDR ETF (XLE) EF | Spouse | $50,001 - $100,000 | p. 19 |
| VXUS | Retirement Account 3 (IRA) ⇒ Vanguard Total International Stock ETF (VXUS) EF | Spouse | $15,001 - $50,000 | p. 3 |
| ACINX | Retirement Account 4 (401k) ⇒ Columbia Acorn International Class I (ACINX) MF | Member | $15,001 - $50,000 | p. 4 |
| AMZN | Trust 1 ⇒ Amazon.com, Inc. - Common Stock (AMZN) ST | Member | $15,001 - $50,000 | p. 5 |
| ASHGY | Trust 1 ⇒ ASHTED GRP PLC S/ADR (ASHGY) ST | Member | $15,001 - $50,000 | p. 5 |
| BLK | Trust 1 ⇒ BlackRock, Inc. Common Stock (BLK) ST | Member | $15,001 - $50,000 | p. 5 |
| AVGO | Trust 1 ⇒ Broadcom Inc. - Common Stock (AVGO) ST | Member | $15,001 - $50,000 | p. 5 |
| COR | Trust 1 ⇒ Cencora, Inc. Common Stock (COR) ST | Member | $15,001 - $50,000 | p. 6 |
| DHI | Trust 1 ⇒ D.R. Horton, Inc. Common Stock (DHI) ST | Member | $15,001 - $50,000 | p. 6 |
| FTHFX | Trust 1 ⇒ FullerThaler Behavioral Small-Cap Equity Fund R6 Shares (FTHFX) MF | Member | $15,001 - $50,000 | p. 6 |
| JNJ | Trust 1 ⇒ Johnson & Johnson Common Stock (JNJ) ST | Member | $15,001 - $50,000 | p. 6 |
| META | Trust 1 ⇒ Meta Platforms, Inc. - Class A Common Stock (META) ST | Member | $15,001 - $50,000 | p. 6 |
| SPGI | Trust 1 ⇒ S&P Global Inc. Common Stock (SPGI) ST | Member | $15,001 - $50,000 | p. 7 |
| XLE | Trust 1 ⇒ SPDR Select Sector Fund - Energy Select Sector (XLE) EF | Member | $15,001 - $50,000 | p. 7 |
| TMO | Trust 1 ⇒ Thermo Fisher Scientific Inc Common Stock (TMO) ST | Member | $15,001 - $50,000 | p. 7 |
| UL | Trust 1 ⇒ Unilever PLC Common Stock (UL) ST | Member | $15,001 - $50,000 | p. 7 |
| VWIUX | Trust 1 ⇒ Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs (VWIUX) MF | Member | $15,001 - $50,000 | p. 7 |
| VWSUX | Trust 1 ⇒ Vanguard Ultra-Short-Term Tax-Exempt Fund Admiral Shares (VWSUX) MF | Member | $15,001 - $50,000 | p. 7 |
| VSCRX | Trust 1 ⇒ Virtus KAR Small-Cap Core Fund R6 (VSCRX) MF | Member | $15,001 - $50,000 | p. 8 |
| WFC | Trust 1 ⇒ Wells Fargo & Company Common Stock (WFC) ST | Member | $15,001 - $50,000 | p. 8 |
| ACN | Trust 2 ⇒ Accenture plc Class A Ordinary Shares (ACN) ST | Spouse | $15,001 - $50,000 | p. 8 |
| AMZN | Trust 2 ⇒ Amazon.com, Inc. - Common Stock (AMZN) ST | Spouse | $15,001 - $50,000 | p. 8 |
| AJG | Trust 2 ⇒ Arthur J. Gallagher & Co. Common Stock (AJG) ST | Spouse | $15,001 - $50,000 | p. 9 |
| ASHGY | Trust 2 ⇒ ASHTED GRP PLC S/ADR (ASHGY) ST | Spouse | $15,001 - $50,000 | p. 9 |
| COR | Trust 2 ⇒ Cencora, Inc. Common Stock (COR) ST | Spouse | $15,001 - $50,000 | p. 9 |
| CVX | Trust 2 ⇒ Chevron Corporation Common Stock (CVX) ST | Spouse | $15,001 - $50,000 | p. 9 |
| DHI | Trust 2 ⇒ D.R. Horton, Inc. Common Stock (DHI) ST | Spouse | $15,001 - $50,000 | p. 9 |
| XOM | Trust 2 ⇒ Exxon Mobil Corporation Common Stock (XOM) ST | Spouse | $15,001 - $50,000 | p. 10 |
| IEMG | Trust 2 ⇒ iShares Core MSCI Emerging Markets ETF (IEMG) EF | Spouse | $15,001 - $50,000 | p. 10 |
| JPM | Trust 2 ⇒ JP Morgan Chase & Co. Common Stock (JPM) ST | Spouse | $15,001 - $50,000 | p. 10 |
| ROK | Trust 2 ⇒ Rockwell Automation, Inc. Common Stock (ROK) ST | Spouse | $15,001 - $50,000 | p. 11 |
| SO | Trust 2 ⇒ Southern Company (SO) ST | Spouse | $15,001 - $50,000 | p. 11 |
| XLE | Trust 2 ⇒ SPDR Select Sector Fund - Energy Select Sector (XLE) EF | Spouse | $15,001 - $50,000 | p. 11 |
| TMO | Trust 2 ⇒ Thermo Fisher Scientific Inc Common Stock (TMO) ST | Spouse | $15,001 - $50,000 | p. 12 |
| UL | Trust 2 ⇒ Unilever PLC Common Stock (UL) ST | Spouse | $15,001 - $50,000 | p. 12 |
| WFC | Trust 2 ⇒ Wells Fargo & Company Common Stock (WFC) ST | Spouse | $15,001 - $50,000 | p. 13 |
| GOOGL | Trust 7 ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) ST | Spouse | $15,001 - $50,000 | p. 13 |
| GOOG | Trust 7 ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) ST | Spouse | $15,001 - $50,000 | p. 13 |
| AMZN | Trust 7 ⇒ Amazon.com, Inc. - Common Stock (AMZN) ST | Spouse | $15,001 - $50,000 | p. 13 |
| ZGFIX | Trust 7 ⇒ American Beacon Ninety One Global Franchise Fund - R5 Class (ZGFIX) MF | Spouse | $15,001 - $50,000 | p. 13 |
| BSGLX | Trust 7 ⇒ Baillie Gifford Long Term Global Growth Fund - Institutional Class (BSGLX) MF | Spouse | $15,001 - $50,000 | p. 14 |
| BAC | Trust 7 ⇒ Bank of America Corporation Common Stock (BAC) ST | Spouse | $15,001 - $50,000 | p. 14 |
| CCJ | Trust 7 ⇒ Cameco Corporation Common Stock (CCJ) ST | Spouse | $15,001 - $50,000 | p. 14 |
| COST | Trust 7 ⇒ Costco Wholesale Corporation - Common Stock (COST) ST | Spouse | $15,001 - $50,000 | p. 14 |
| ETN | Trust 7 ⇒ Eaton Corporation, PLC Ordinary Shares (ETN) ST | Spouse | $15,001 - $50,000 | p. 14 |
| IAU | Trust 7 ⇒ iShares Gold Trust Shares of the iShares Gold Trust (IAU) EF | Spouse | $15,001 - $50,000 | p. 15 |
| IWM | Trust 7 ⇒ iShares Russell 2000 ETF (IWM) EF | Spouse | $15,001 - $50,000 | p. 15 |
| IWR | Trust 7 ⇒ iShares Russell Mid-Cap ETF (IWR) EF | Spouse | $15,001 - $50,000 | p. 15 |
| JEPI | Trust 7 ⇒ JPMorgan Equity Premium Income ETF (JEPI) EF | Spouse | $15,001 - $50,000 | p. 15 |
| MA | Trust 7 ⇒ Mastercard Incorporated Common Stock (MA) ST | Spouse | $15,001 - $50,000 | p. 15 |
| MPGVX | Trust 7 ⇒ Mondrian Global Equity Value Fund (MPGVX) MF | Spouse | $15,001 - $50,000 | p. 15 |
| PTRQX | Trust 7 ⇒ PGIM Total Return Bond Fund Class R6 (PTRQX) MF | Spouse | $15,001 - $50,000 | p. 15 |
| PMZIX | Trust 7 ⇒ PIMCO Mortgage Opportunities and Bond Fund Class INSTL (PMZIX) MF | Spouse | $15,001 - $50,000 | p. 15 |
| RTX | Trust 7 ⇒ RTX Corporation Common Stock (RTX) ST | Spouse | $15,001 - $50,000 | p. 15 |
| SCHR | Trust 7 ⇒ Schwab Intermediate-Term U.S. Treasury ETF (SCHR) EF | Spouse | $15,001 - $50,000 | p. 16 |
| SWSSX | Trust 7 ⇒ Schwab Small-Cap Index Fund-Select Shares (SWSSX) MF | Spouse | $15,001 - $50,000 | p. 16 |
| TMO | Trust 7 ⇒ Thermo Fisher Scientific Inc Common Stock (TMO) ST | Spouse | $15,001 - $50,000 | p. 16 |
| VO | Trust 7 ⇒ Vanguard Mid-Cap ETF (VO) EF | Spouse | $15,001 - $50,000 | p. 16 |
| ABT | Trust 8 ⇒ Abbott Laboratories Common Stock (ABT) ST | Spouse | $15,001 - $50,000 | p. 16 |
| ACN | Trust 8 ⇒ Accenture plc Class A Ordinary Shares (ACN) ST | Spouse | $15,001 - $50,000 | p. 16 |
| GOOGL | Trust 8 ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) ST | Spouse | $15,001 - $50,000 | p. 17 |
| AMZN | Trust 8 ⇒ Amazon.com, Inc. - Common Stock (AMZN) ST | Spouse | $15,001 - $50,000 | p. 17 |
| AJG | Trust 8 ⇒ Arthur J. Gallagher & Co. Common Stock (AJG) ST | Spouse | $15,001 - $50,000 | p. 17 |
| ASHGY | Trust 8 ⇒ ASHTED GRP PLC S/ADR (ASHGY) ST | Spouse | $15,001 - $50,000 | p. 17 |
| BLK | Trust 8 ⇒ BlackRock, Inc. Common Stock (BLK) ST | Spouse | $15,001 - $50,000 | p. 17 |
| COR | Trust 8 ⇒ Cencora, Inc. Common Stock (COR) ST | Spouse | $15,001 - $50,000 | p. 17 |
| DHI | Trust 8 ⇒ D.R. Horton, Inc. Common Stock (DHI) ST | Spouse | $15,001 - $50,000 | p. 18 |
| EHC | Trust 8 ⇒ Encompass Health Corporation Common Stock (EHC) ST | Spouse | $15,001 - $50,000 | p. 18 |
| GGG | Trust 8 ⇒ Graco Inc. Common Stock (GGG) ST | Spouse | $15,001 - $50,000 | p. 18 |
| JNJ | Trust 8 ⇒ Johnson & Johnson Common Stock (JNJ) ST | Spouse | $15,001 - $50,000 | p. 18 |
| PG | Trust 8 ⇒ Procter & Gamble Company (PG) ST | Spouse | $15,001 - $50,000 | p. 19 |
| ROK | Trust 8 ⇒ Rockwell Automation, Inc. Common Stock (ROK) ST | Spouse | $15,001 - $50,000 | p. 19 |
| SPGI | Trust 8 ⇒ S&P Global Inc. Common Stock (SPGI) ST | Spouse | $15,001 - $50,000 | p. 19 |
| TMO | Trust 8 ⇒ Thermo Fisher Scientific Inc Common Stock (TMO) ST | Spouse | $15,001 - $50,000 | p. 20 |
| UL | Trust 8 ⇒ Unilever PLC American Depositary Shares (UL) ST | Spouse | $15,001 - $50,000 | p. 20 |
| VMFXX | Retirement Account 2 (401k) ⇒ Vanguard Money Market Reserves Federal Money Market Fund (VMFXX) MF | Spouse | $1,001 - $15,000 | p. 3 |
| IJR | Retirement Account 3 (IRA) ⇒ iShares Core S&P Small-Cap ETF (IJR) EF | Spouse | $1,001 - $15,000 | p. 3 |
| IVE | Retirement Account 3 (IRA) ⇒ iShares S&P 500 Value ETF (IVE) EF | Spouse | $1,001 - $15,000 | p. 3 |
| XLE | Retirement Account 3 (IRA) ⇒ SPDR Select Sector Fund - Energy Select Sector (XLE) EF | Spouse | $1,001 - $15,000 | p. 3 |
| TORIX | Retirement Account 3 (IRA) ⇒ Tortoise Energy Infrastructure Total Return Fund - Institutional Class (TORIX) MF | Spouse | $1,001 - $15,000 | p. 3 |
| VWO | Retirement Account 3 (IRA) ⇒ Vanguard FTSE Emerging Markets ETF (VWO) EF | Spouse | $1,001 - $15,000 | p. 3 |
| ACN | Trust 1 ⇒ Accenture plc Class A Ordinary Shares (ACN) ST | Member | $1,001 - $15,000 | p. 5 |
| AJG | Trust 1 ⇒ Arthur J. Gallagher & Co. Common Stock (AJG) ST | Member | $1,001 - $15,000 | p. 5 |
| ITW | Trust 1 ⇒ Illinois Tool Works Inc. Common Stock (ITW) ST | Member | $1,001 - $15,000 | p. 6 |
| ROK | Trust 1 ⇒ Rockwell Automation, Inc. Common Stock (ROK) ST | Member | $1,001 - $15,000 | p. 7 |
| ITW | Trust 2 ⇒ Illinois Tool Works Inc. Common Stock (ITW) ST | Spouse | $1,001 - $15,000 | p. 10 |
| SOLS | Trust 2 ⇒ Solstice Advanced Materials Inc. - Common Stock (SOLS) ST | Spouse | $1,001 - $15,000 | p. 11 |
| MICC | Trust 2 ⇒ The Magnum Ice Cream Company N.V. Ordinary Shares (MICC) ST | Spouse | $1,001 - $15,000 | p. 12 |
| VOO | Trust 2 ⇒ Vanguard S&P 500 ETF (VOO) EF | Spouse | $1,001 - $15,000 | p. 12 |
| VGSH | Trust 2 ⇒ Vanguard Short-Term Treasury ETF (VGSH) EF | Spouse | $1,001 - $15,000 | p. 13 |
| ACN | Trust 7 ⇒ Accenture plc Class A Ordinary Shares (ACN) ST | Spouse | $1,001 - $15,000 | p. 13 |
| CMG | Trust 7 ⇒ Chipotle Mexican Grill, Inc. Common Stock (CMG) ST | Spouse | $1,001 - $15,000 | p. 14 |
| CMCSA | Trust 7 ⇒ Comcast Corporation - Class A Common Stock (CMCSA) ST | Spouse | $1,001 - $15,000 | p. 14 |
| DHR | Trust 7 ⇒ Danaher Corporation Common Stock (DHR) ST | Spouse | $1,001 - $15,000 | p. 14 |
| GIBIX | Trust 7 ⇒ Guggenheim Total Return Bond Fund- Institutional Class (GIBIX) MF | Spouse | $1,001 - $15,000 | p. 14 |
| HD | Trust 7 ⇒ Home Depot, Inc. (HD) ST | Spouse | $1,001 - $15,000 | p. 15 |
| PG | Trust 7 ⇒ Procter & Gamble Company (PG) ST | Spouse | $1,001 - $15,000 | p. 15 |
| SNOXX | Trust 7 ⇒ Schwab Treasury Obligations Money Fund - Investor Shares (SNOXX) MF | Spouse | $1,001 - $15,000 | p. 16 |
| VNQ | Trust 7 ⇒ Vanguard Real Estate ETF (VNQ) EF | Spouse | $1,001 - $15,000 | p. 16 |
| VLTO | Trust 7 ⇒ Veralto Corp Common Stock (VLTO) ST | Spouse | $1,001 - $15,000 | p. 16 |
| PEP | Trust 8 ⇒ PepsiCo, Inc. - Common Stock (PEP) ST | Spouse | $1,001 - $15,000 | p. 19 |
| MICC | Trust 8 ⇒ The Magnum Ice Cream Company N.V. Ordinary Shares (MICC) ST | Spouse | $1,001 - $15,000 | p. 19 |
| VVV | Trust 8 ⇒ Valvoline Inc. Common Stock (VVV) ST | Spouse | $1,001 - $15,000 | p. 20 |
| TSTXX | Retirement Account 3 (IRA) ⇒ BlackRock Liquidity Funds T-Fund - Institutional (TSTXX) MF | Spouse | None | p. 3 |
| VFIAX | Retirement Account 4 (401k) ⇒ Vanguard 500 Index Fd Admiral Shs (VFIAX) MF | Member | None | p. 4 |
| VIMAX | Retirement Account 4 (401k) ⇒ Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) MF | Member | None | p. 4 |
| VSMAX | Retirement Account 4 (401k) ⇒ Vanguard Small Cap Index Fd Admiral Shs (VSMAX) MF | Member | None | p. 4 |
| WFFXX | Trust 1 ⇒ Allspring Government Money Market Fund - Select (WFFXX) MF | Member | None | p. 5 |
| CACI | Trust 1 ⇒ CACI International, Inc. Class A Common Stock (CACI) ST | Member | None | p. 6 |
| DEO | Trust 1 ⇒ Diageo plc Common Stock (DEO) ST | Member | None | p. 6 |
| IJR | Trust 1 ⇒ iShares Core S&P Small-Cap ETF (IJR) EF | Member | None | p. 6 |
| RMD | Trust 1 ⇒ ResMed Inc. Common Stock (RMD) ST | Member | None | p. 7 |
| UPS | Trust 1 ⇒ United Parcel Service, Inc. Common Stock (UPS) ST | Member | None | p. 7 |
| VGSH | Trust 1 ⇒ Vanguard Short-Term Treasury ETF (VGSH) EF | Member | None | p. 7 |
| ZBRA | Trust 1 ⇒ Zebra Technologies Corporation - Class A Common Stock (ZBRA) ST | Member | None | p. 8 |
| WFFXX | Trust 2 ⇒ Allspring Government Money Market Fund - Select (WFFXX) MF | Spouse | None | p. 8 |
| CACI | Trust 2 ⇒ CACI International, Inc. Class A Common Stock (CACI) ST | Spouse | None | p. 9 |
| DEO | Trust 2 ⇒ Diageo plc Common Stock (DEO) ST | Spouse | None | p. 10 |
| RMD | Trust 2 ⇒ ResMed Inc. Common Stock (RMD) ST | Spouse | None | p. 11 |
| SDY | Trust 2 ⇒ State Street SPDR S&P Dividend ETF (SDY) EF | Spouse | None | p. 11 |
| UPS | Trust 2 ⇒ United Parcel Service, Inc. Common Stock (UPS) ST | Spouse | None | p. 12 |
| VZ | Trust 2 ⇒ Verizon Communications Inc. Common Stock (VZ) ST | Spouse | None | p. 13 |
| ZBRA | Trust 2 ⇒ Zebra Technologies Corporation - Class A Common Stock (ZBRA) ST | Spouse | None | p. 13 |
| WFFXX | Trust 8 ⇒ Allspring Government Money Market Fund - Select (WFFXX) MF | Spouse | None | p. 16 |
| NKE | Trust 8 ⇒ Nike, Inc. Common Stock (NKE) ST | Spouse | None | p. 19 |
| RMD | Trust 8 ⇒ ResMed Inc. Common Stock (RMD) ST | Spouse | None | p. 19 |
| WEX | Trust 8 ⇒ WEX Inc. common stock (WEX) ST | Spouse | None | p. 20 |
| ZBRA | Trust 8 ⇒ Zebra Technologies Corporation - Class A Common Stock (ZBRA) ST | Spouse | None | p. 21 |
17 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 | Andersen Corporation OI | Member | S (partial) | January 24, 2025 | $500,001 - $1,000,000 | February 2, 2025 filing 20026695, p. 1 |
| none | Andersen Corporation OI | Member | S (partial) | January 20, 2025 | $500,001 - $1,000,000 | April 2, 2026 filing 20034213, p. 1 |
| none | Andersen Corporation OI | Member | S (partial) | January 20, 2026 | $250,001 - $500,000 | April 2, 2026 filing 20034213, p. 2 |
| none | Andersen Corporation OI | Member | S (partial) | June 15, 2025 | $250,001 - $500,000 | April 2, 2026 filing 20034213, p. 1 |
| none | Andersen Corporation OI | Member | S (partial) | March 15, 2025 | $250,001 - $500,000 | April 2, 2026 filing 20034213, p. 1 |
| none | Andersen Corporation OL | Joint | S (partial) | June 19, 2026 | $100,001 - $250,000 | July 9, 2026 filing 20034806, p. 1 |
| none | Andersen Corporation OI | Member | S (partial) | March 15, 2026 | $100,001 - $250,000 | April 2, 2026 filing 20034213, p. 2 |
| none | Andersen Corporation OI | Member | S (partial) | September 15, 2025 | $100,001 - $250,000 | April 2, 2026 filing 20034213, p. 1 |
| TGT | Target Corporation Common Stock (TGT) ST | Member | S | March 21, 2025 | $100,001 - $250,000 | April 4, 2025 filing 20029067, p. 1 |
| none | Pathfinder 360 v.2 HN | Member | P | January 10, 2025 | $100,001 - $250,000 | February 2, 2025 filing 20026695, p. 1 |
| none | Pathfinder 360 v.2 HN | Member | P | January 10, 2025 | $100,001 - $250,000 | February 2, 2025 filing 20026695, p. 1 |
| none | Artistry in Motion, LLC OI | Joint | P | April 15, 2026 | $50,001 - $100,000 | May 5, 2026 filing 20034300, p. 1 |
| none | Andersen Corporation OI | Member | S (partial) | October 15, 2025 | $50,001 - $100,000 | April 2, 2026 filing 20034213, p. 1 |
| none | Tree Care Partners OI | Member | P | August 7, 2025 | $50,001 - $100,000 | August 19, 2025 filing 20030893, p. 1 |
| none | Kwikbit Inc OI | Member | P | July 25, 2025 | $50,001 - $100,000 | August 3, 2025 filing 20030802, p. 1 |
| none | Aero Engineering Holdings LLC OI | Member | P | May 5, 2025 | $50,001 - $100,000 | June 4, 2025 filing 20030448, p. 1 |
| none | Aero Engineering Holdings LLC OI | Member | P | January 27, 2025 | $50,001 - $100,000 | February 2, 2025 filing 20026695, p. 1 |
| ACN | Accenture plc Class A Ordinary Shares (ACN) ST | Spouse | S | August 11, 2026 | $15,001 - $50,000 | August 25, 2026 filing 20035244, p. 1 |
| HONAV | Honeywell Aerospace Inc. - Common Stock (HONAV) ST | Spouse | E | June 29, 2026 | $15,001 - $50,000 | July 30, 2026 filing 20034972, p. 1 |
| none | StarCloud OI | Joint | S | May 4, 2026 | $15,001 - $50,000 | May 21, 2026 filing 20034520, p. 1 |
| none | Hermeus Corp OI | Joint | S | May 4, 2026 | $15,001 - $50,000 | May 5, 2026 filing 20034300, p. 1 |
| none | Saronic Technologies OI | Joint | S | May 4, 2026 | $15,001 - $50,000 | May 5, 2026 filing 20034300, p. 1 |
| none | Star Catcher Industries, Inc. OI | Joint | S | May 4, 2026 | $15,001 - $50,000 | May 5, 2026 filing 20034300, p. 2 |
| none | Pelvital USA, Inc. OI | Joint | P | April 17, 2026 | $15,001 - $50,000 | May 5, 2026 filing 20034300, p. 1 |
| none | Star Catcher Industries, Inc. OI | Joint | P | April 6, 2026 | $15,001 - $50,000 | May 5, 2026 filing 20034300, p. 2 |
| none | StarCloud OI | Member | P | March 15, 2026 | $15,001 - $50,000 | April 2, 2026 filing 20034213, p. 2 |
| none | Saronic Technologies OI | Member | P | March 9, 2026 | $15,001 - $50,000 | March 10, 2026 filing 20034156, p. 1 |
| AJG | Arthur J. Gallagher & Co. Common Stock (AJG) ST | Member | S | March 8, 2026 | $15,001 - $50,000 | March 10, 2026 filing 20034156, p. 1 |
| none | Hermeus Corp OI | Member | P | March 2, 2026 | $15,001 - $50,000 | March 5, 2026 filing 20034123, p. 1 |
| none | Arcade AI. Inc. OI | Member | P | March 2, 2026 | $15,001 - $50,000 | March 3, 2026 filing 20034102, p. 1 |
| none | Rhoda AI OI | Member | P | February 20, 2026 | $15,001 - $50,000 | February 25, 2026 filing 20034056, p. 1 |
| none | Axiom Quant Inc. (dba Axiom Math) OI | Member | P | February 11, 2026 | $15,001 - $50,000 | March 2, 2026 filing 20034082, p. 1 |
| none | Project Stardust OI | Member | P | February 11, 2026 | $15,001 - $50,000 | February 25, 2026 filing 20034056, p. 1 |
| none | Advanced Machine Intelligence (AMI) Labs OI | Member | P | January 29, 2026 | $15,001 - $50,000 | February 12, 2026 filing 20033989, p. 1 |
| none | Aalo Atomics OI | Member | P | January 29, 2026 | $15,001 - $50,000 | February 4, 2026 filing 20033928, p. 1 |
| none | Sygaldry Technologies, Inc. OI | Member | P | January 29, 2026 | $15,001 - $50,000 | February 4, 2026 filing 20033928, p. 1 |
| none | CogniChip, Inc. OI | Member | P | January 20, 2026 | $15,001 - $50,000 | February 4, 2026 filing 20033928, p. 1 |
| none | Modak Communities Inc. OI | Member | P | January 20, 2026 | $15,001 - $50,000 | February 4, 2026 filing 20033928, p. 1 |
| none | Varda Space Industries, Inc. OI | Member | P | January 20, 2026 | $15,001 - $50,000 | February 4, 2026 filing 20033928, p. 1 |
| none | FluxAI OI | Member | P | December 22, 2025 | $15,001 - $50,000 | April 2, 2026 filing 20034213, p. 2 |
| none | Benable OI | Member | P | December 15, 2025 | $15,001 - $50,000 | December 19, 2025 filing 20033651, p. 1 |
| ASHGY | ASHTED GRP PLC S/ADR (ASHGY) ST | Member | E | December 10, 2025 | $15,001 - $50,000 | January 20, 2026 filing 20033830, p. 1 |
| ASHGY | ASHTED GRP PLC S/ADR (ASHGY) ST | Member | E | December 10, 2025 | $15,001 - $50,000 | January 20, 2026 filing 20033830, p. 1 |
| none | Lazurite Holdings LLC OI | Member | P | October 24, 2025 | $15,001 - $50,000 | November 6, 2025 filing 20033425, p. 1 |
| ACN | Accenture plc Class A Ordinary Shares (ACN) ST | Member | S (partial) | August 19, 2025 | $15,001 - $50,000 | September 11, 2025 filing 20032061, p. 1 |
| ACN | Accenture plc Class A Ordinary Shares (ACN) ST | Member | S (partial) | August 19, 2025 | $15,001 - $50,000 | September 11, 2025 filing 20032061, p. 1 |
| TMO | Thermo Fisher Scientific Inc Common Stock (TMO) ST | Member | S (partial) | August 19, 2025 | $15,001 - $50,000 | September 11, 2025 filing 20032061, p. 2 |
| TMO | Thermo Fisher Scientific Inc Common Stock (TMO) ST | Member | S (partial) | August 19, 2025 | $15,001 - $50,000 | September 11, 2025 filing 20032061, p. 2 |
| none | MM Fox LP OI | Member | P | July 25, 2025 | $15,001 - $50,000 | August 3, 2025 filing 20030802, p. 1 |
| ZBRA | Zebra Technologies Corporation - Class A Common Stock (ZBRA) ST | Member | S | June 4, 2025 | $15,001 - $50,000 | June 18, 2025 filing 20030475, p. 3 |
| AVGO | Broadcom Inc. - Common Stock (AVGO) ST | Member | P | April 11, 2025 | $15,001 - $50,000 | May 13, 2025 filing 20030313, p. 1 |
| META | Meta Platforms, Inc. - Class A Common Stock (META) ST | Member | P | April 11, 2025 | $15,001 - $50,000 | May 13, 2025 filing 20030313, p. 2 |
| ASHTY | ASHTED GRP PLC UNSP/ADR (ASHTY) ST | Member | S (partial) | April 10, 2025 | $15,001 - $50,000 | May 13, 2025 filing 20030313, p. 1 |
| ASHTY | ASHTED GRP PLC UNSP/ADR (ASHTY) ST | Member | S (partial) | April 10, 2025 | $15,001 - $50,000 | May 13, 2025 filing 20030313, p. 1 |
| META | Meta Platforms, Inc. - Class A Common Stock (META) ST | Member | P | March 24, 2025 | $15,001 - $50,000 | April 11, 2025 filing 20029121, p. 2 |
| TGT | Target Corporation Common Stock (TGT) ST | Member | S | March 21, 2025 | $15,001 - $50,000 | April 4, 2025 filing 20029067, p. 1 |
| none | Monomyth Anonvion LLC OI | Member | P | March 10, 2025 | $15,001 - $50,000 | April 4, 2025 filing 20029067, p. 1 |
| none | US Treasury Note DTD 02/28/26 GS | Member | P | March 4, 2025 | $15,001 - $50,000 | April 11, 2025 filing 20029121, p. 3 |
| none | US Treasury Note DTD 02/28/23 GS | Member | S | February 28, 2025 | $15,001 - $50,000 | March 11, 2025 filing 20027951, p. 1 |
| none | Intek Plastics LLC OI | Member | P | February 20, 2025 | $15,001 - $50,000 | March 10, 2025 filing 20027907, p. 1 |
| none | Rise & Puff Inc OI | Member | P | February 18, 2025 | $15,001 - $50,000 | March 10, 2025 filing 20027907, p. 1 |
| none | Urban SKY OI | Member | P | January 6, 2025 | $15,001 - $50,000 | February 2, 2025 filing 20026695, p. 1 |
| ACN | Accenture plc Class A Ordinary Shares (ACN) ST | Spouse | S | August 11, 2026 | $1,001 - $15,000 | August 25, 2026 filing 20035244, p. 1 |
| ACN | Accenture plc Class A Ordinary Shares (ACN) ST | Member | S | August 11, 2026 | $1,001 - $15,000 | August 25, 2026 filing 20035244, p. 1 |
| MBGL | Mobility Global Inc. Common Stock (MBGL) ST | Spouse | S | August 11, 2026 | $1,001 - $15,000 | August 25, 2026 filing 20035244, p. 1 |
| MBGL | Mobility Global Inc. Common Stock (MBGL) ST | Spouse | S | August 11, 2026 | $1,001 - $15,000 | August 25, 2026 filing 20035244, p. 1 |
| MBGL | Mobility Global Inc. Common Stock (MBGL) ST | Member | S | August 11, 2026 | $1,001 - $15,000 | August 25, 2026 filing 20035244, p. 1 |
| SOLS | Solstice Advanced Materials Inc. - Common Stock (SOLS) ST | Spouse | S | August 11, 2026 | $1,001 - $15,000 | August 25, 2026 filing 20035244, p. 2 |
| none | Cavall OI | Joint | P | April 14, 2026 | $1,001 - $15,000 | May 5, 2026 filing 20034300, p. 1 |
| AJG | Arthur J. Gallagher & Co. Common Stock (AJG) ST | Member | S | March 8, 2026 | $1,001 - $15,000 | March 10, 2026 filing 20034156, p. 1 |
| AJG | Arthur J. Gallagher & Co. Common Stock (AJG) ST | Member | S | March 8, 2026 | $1,001 - $15,000 | March 10, 2026 filing 20034156, p. 1 |
| MICC | The Magnum Ice Cream Company N.V. Ordinary Shares (MICC) ST | Member | S | March 8, 2026 | $1,001 - $15,000 | March 10, 2026 filing 20034156, p. 1 |
| MICC | The Magnum Ice Cream Company N.V. Ordinary Shares (MICC) ST | Member | S | March 8, 2026 | $1,001 - $15,000 | March 10, 2026 filing 20034156, p. 1 |
| none | HM Companies LLC OI | Member | P | February 11, 2026 | $1,001 - $15,000 | March 2, 2026 filing 20034082, p. 1 |
| none | Cavall OI | Member | P | December 22, 2025 | $1,001 - $15,000 | April 2, 2026 filing 20034213, p. 2 |
| ASHGY | ASHTED GRP PLC S/ADR (ASHGY) ST | Member | E | December 10, 2025 | $1,001 - $15,000 | January 20, 2026 filing 20033830, p. 1 |
| ASHGY | ASHTED GRP PLC S/ADR (ASHGY) ST | Member | E | December 10, 2025 | $1,001 - $15,000 | January 20, 2026 filing 20033830, p. 1 |
| ACN | Accenture plc Class A Ordinary Shares (ACN) ST | Member | S (partial) | August 19, 2025 | $1,001 - $15,000 | September 11, 2025 filing 20032061, p. 1 |
| ACN | Accenture plc Class A Ordinary Shares (ACN) ST | Member | S (partial) | August 19, 2025 | $1,001 - $15,000 | September 11, 2025 filing 20032061, p. 1 |
| ACN | Accenture plc Class A Ordinary Shares (ACN) ST | Member | S (partial) | August 19, 2025 | $1,001 - $15,000 | September 11, 2025 filing 20032061, p. 1 |
| JNJ | Johnson & Johnson Common Stock (JNJ) ST | Member | S (partial) | August 19, 2025 | $1,001 - $15,000 | September 11, 2025 filing 20032061, p. 1 |
| TMO | Thermo Fisher Scientific Inc Common Stock (TMO) ST | Member | S (partial) | August 19, 2025 | $1,001 - $15,000 | September 11, 2025 filing 20032061, p. 2 |
| TMO | Thermo Fisher Scientific Inc Common Stock (TMO) ST | Member | S (partial) | August 19, 2025 | $1,001 - $15,000 | September 11, 2025 filing 20032061, p. 2 |
| VZ | Verizon Communications Inc. Common Stock (VZ) ST | Member | S | August 19, 2025 | $1,001 - $15,000 | September 11, 2025 filing 20032061, p. 2 |
| HLI | Houlihan Lokey, Inc. Class A Common Stock (HLI) ST | Member | S | June 4, 2025 | $1,001 - $15,000 | June 18, 2025 filing 20030475, p. 1 |
| NKE | Nike, Inc. Common Stock (NKE) ST | Member | S | June 4, 2025 | $1,001 - $15,000 | June 18, 2025 filing 20030475, p. 1 |
| NKE | Nike, Inc. Common Stock (NKE) ST | Member | S | June 4, 2025 | $1,001 - $15,000 | June 18, 2025 filing 20030475, p. 1 |
| RMD | ResMed Inc. Common Stock (RMD) ST | Member | S | June 4, 2025 | $1,001 - $15,000 | June 18, 2025 filing 20030475, p. 1 |
| RMD | ResMed Inc. Common Stock (RMD) ST | Member | S | June 4, 2025 | $1,001 - $15,000 | June 18, 2025 filing 20030475, p. 2 |
| RMD | ResMed Inc. Common Stock (RMD) ST | Member | S | June 4, 2025 | $1,001 - $15,000 | June 18, 2025 filing 20030475, p. 2 |
| RMD | ResMed Inc. Common Stock (RMD) ST | Member | S | June 4, 2025 | $1,001 - $15,000 | June 18, 2025 filing 20030475, p. 2 |
| UPS | United Parcel Service, Inc. Common Stock (UPS) ST | Member | S | June 4, 2025 | $1,001 - $15,000 | June 18, 2025 filing 20030475, p. 2 |
| UPS | United Parcel Service, Inc. Common Stock (UPS) ST | Member | S | June 4, 2025 | $1,001 - $15,000 | June 18, 2025 filing 20030475, p. 2 |
| UPS | United Parcel Service, Inc. Common Stock (UPS) ST | Member | S | June 4, 2025 | $1,001 - $15,000 | June 18, 2025 filing 20030475, p. 2 |
| WEX | WEX Inc. common stock (WEX) ST | Member | S | June 4, 2025 | $1,001 - $15,000 | June 18, 2025 filing 20030475, p. 2 |
| WEX | WEX Inc. common stock (WEX) ST | Member | S | June 4, 2025 | $1,001 - $15,000 | June 18, 2025 filing 20030475, p. 2 |
| WEX | WEX Inc. common stock (WEX) ST | Member | S | June 4, 2025 | $1,001 - $15,000 | June 18, 2025 filing 20030475, p. 2 |
| ZBRA | Zebra Technologies Corporation - Class A Common Stock (ZBRA) ST | Member | S | June 4, 2025 | $1,001 - $15,000 | June 18, 2025 filing 20030475, p. 3 |
| ZBRA | Zebra Technologies Corporation - Class A Common Stock (ZBRA) ST | Member | S | June 4, 2025 | $1,001 - $15,000 | June 18, 2025 filing 20030475, p. 3 |
| ZBRA | Zebra Technologies Corporation - Class A Common Stock (ZBRA) ST | Member | S | June 4, 2025 | $1,001 - $15,000 | June 18, 2025 filing 20030475, p. 3 |
| RMD | ResMed Inc. Common Stock (RMD) ST | Member | S | April 28, 2025 | $1,001 - $15,000 | May 13, 2025 filing 20030313, p. 2 |
| AVGO | Broadcom Inc. - Common Stock (AVGO) ST | Member | P | April 11, 2025 | $1,001 - $15,000 | May 13, 2025 filing 20030313, p. 1 |
| META | Meta Platforms, Inc. - Class A Common Stock (META) ST | Member | P | April 11, 2025 | $1,001 - $15,000 | May 13, 2025 filing 20030313, p. 2 |
| ASHTY | ASHTED GRP PLC UNSP/ADR (ASHTY) ST | Member | S (partial) | April 10, 2025 | $1,001 - $15,000 | May 13, 2025 filing 20030313, p. 1 |
| ASHTY | ASHTED GRP PLC UNSP/ADR (ASHTY) ST | Member | S (partial) | April 10, 2025 | $1,001 - $15,000 | May 13, 2025 filing 20030313, p. 1 |
| none | SMX Industrial Solutions OI | Member | P | April 10, 2025 | $1,001 - $15,000 | May 5, 2025 filing 20030267, p. 1 |
| none | CHASKA MN ELEC REVENUE REF - SER A DTD 10/01/15 GS | Member | P | April 1, 2025 | $1,001 - $15,000 | June 18, 2025 filing 20030475, p. 1 |
| none | MINNESOTA ST MUNI PWR AGY ELEC DTD 08/25/16 GS | Member | P | April 1, 2025 | $1,001 - $15,000 | June 18, 2025 filing 20030475, p. 1 |
| none | CHASKA MN ELEC REVENUE REF - SER A DTD 10/01/15 GS | Member | P | April 1, 2025 | $1,001 - $15,000 | May 13, 2025 filing 20030313, p. 2 |
| none | MINNESOTA ST MUNI PWR AGY ELEC DTD 08/25/16 GS | Member | P | April 1, 2025 | $1,001 - $15,000 | May 13, 2025 filing 20030313, p. 2 |
| META | Meta Platforms, Inc. - Class A Common Stock (META) ST | Member | P | March 24, 2025 | $1,001 - $15,000 | April 11, 2025 filing 20029121, p. 2 |
| META | Meta Platforms, Inc. - Class A Common Stock (META) ST | Member | P | March 24, 2025 | $1,001 - $15,000 | April 11, 2025 filing 20029121, p. 2 |
| AVGO | Broadcom Inc. - Common Stock (AVGO) ST | Member | P | March 21, 2025 | $1,001 - $15,000 | April 11, 2025 filing 20029121, p. 1 |
| AVGO | Broadcom Inc. - Common Stock (AVGO) ST | Member | P | March 21, 2025 | $1,001 - $15,000 | April 11, 2025 filing 20029121, p. 1 |
| CACI | CACI International, Inc. Class A Common Stock (CACI) ST | Member | S | March 20, 2025 | $1,001 - $15,000 | April 11, 2025 filing 20029121, p. 1 |
| CACI | CACI International, Inc. Class A Common Stock (CACI) ST | Member | S | March 20, 2025 | $1,001 - $15,000 | April 11, 2025 filing 20029121, p. 1 |
| CACI | CACI International, Inc. Class A Common Stock (CACI) ST | Member | S | March 20, 2025 | $1,001 - $15,000 | April 11, 2025 filing 20029121, p. 1 |
| DHI | D.R. Horton, Inc. Common Stock (DHI) ST | Member | S (partial) | March 20, 2025 | $1,001 - $15,000 | April 11, 2025 filing 20029121, p. 1 |
| DHI | D.R. Horton, Inc. Common Stock (DHI) ST | Member | S (partial) | March 20, 2025 | $1,001 - $15,000 | April 11, 2025 filing 20029121, p. 2 |
| DEO | Diageo plc Common Stock (DEO) ST | Member | S | March 20, 2025 | $1,001 - $15,000 | April 11, 2025 filing 20029121, p. 2 |
| DEO | Diageo plc Common Stock (DEO) ST | Member | S | March 20, 2025 | $1,001 - $15,000 | April 11, 2025 filing 20029121, p. 2 |
| DEO | Diageo plc Common Stock (DEO) ST | Member | S | March 20, 2025 | $1,001 - $15,000 | April 11, 2025 filing 20029121, p. 2 |
| MRK | Merck & Company, Inc. Common Stock (MRK) ST | Member | S (partial) | March 20, 2025 | $1,001 - $15,000 | April 11, 2025 filing 20029121, p. 2 |
| UPS | United Parcel Service, Inc. Common Stock (UPS) ST | Member | S (partial) | March 20, 2025 | $1,001 - $15,000 | April 11, 2025 filing 20029121, p. 2 |
| UPS | United Parcel Service, Inc. Common Stock (UPS) ST | Member | S (partial) | March 20, 2025 | $1,001 - $15,000 | April 11, 2025 filing 20029121, p. 3 |
| UPS | United Parcel Service, Inc. Common Stock (UPS) ST | Member | S (partial) | March 20, 2025 | $1,001 - $15,000 | April 11, 2025 filing 20029121, p. 3 |
| TGT | Target Corporation Common Stock (TGT) ST | Member | P | March 3, 2025 | $1,001 - $15,000 | April 4, 2025 filing 20029067, p. 1 |
Type is printed as on the filing: P purchase, S sale, S (partial) partial sale, E exchange. Owner as on the filing: Spouse (SP), Joint (JT), Dependent child (DC); blank means the member.
Filings on record
Everything the House Clerk lists for this member in the 2024–2026 indexes, newest first.
- August 25, 2026 Periodic transaction report (2026), filing 20035244 itemised above
- August 12, 2026 Annual report (FD Original) (2025), filing 10075173 itemised above
- July 30, 2026 Periodic transaction report (2026), filing 20034972 itemised above
- July 9, 2026 Periodic transaction report (2026), filing 20034806 itemised above
- May 21, 2026 Periodic transaction report (2026), filing 20034520 itemised above
- May 8, 2026 Extension request (2025), filing 30027490
- May 5, 2026 Periodic transaction report (2026), filing 20034300 itemised above
- April 2, 2026 Periodic transaction report (2026), filing 20034213 itemised above
- March 10, 2026 Periodic transaction report (2026), filing 20034156 itemised above
- March 5, 2026 Periodic transaction report (2026), filing 20034123 itemised above
- March 3, 2026 Periodic transaction report (2026), filing 20034102 itemised above
- March 2, 2026 Periodic transaction report (2026), filing 20034082 itemised above
- February 25, 2026 Periodic transaction report (2026), filing 20034056 itemised above
- February 12, 2026 Periodic transaction report (2026), filing 20033989 itemised above
- February 4, 2026 Periodic transaction report (2026), filing 20033928 itemised above
- January 20, 2026 Periodic transaction report (2026), filing 20033830 itemised above
- December 19, 2025 Periodic transaction report (2025), filing 20033651 itemised above
- November 6, 2025 Periodic transaction report (2025), filing 20033425 itemised above
- September 11, 2025 Periodic transaction report (2025), filing 20032061 itemised above
- August 19, 2025 Periodic transaction report (2025), filing 20030893 itemised above
- August 3, 2025 Periodic transaction report (2025), filing 20030802 itemised above
- July 20, 2025 Annual report amendment (FD Amendment) (2024), filing 10071767
- July 20, 2025 New filer report (2024), filing 10066693
- June 18, 2025 Periodic transaction report (2025), filing 20030475 itemised above
- June 4, 2025 Periodic transaction report (2025), filing 20030448 itemised above
- May 13, 2025 Periodic transaction report (2025), filing 20030313 itemised above
- May 5, 2025 Periodic transaction report (2025), filing 20030267 itemised above
- May 2, 2025 Extension request (2024), filing 30023017
- April 11, 2025 Periodic transaction report (2025), filing 20029121 itemised above
- April 4, 2025 Periodic transaction report (2025), filing 20029067 itemised above
- March 11, 2025 Periodic transaction report (2025), filing 20027951 itemised above
- March 10, 2025 Periodic transaction report (2025), filing 20027907 itemised above
- February 2, 2025 Periodic transaction report (2025), filing 20026695 itemised above
- August 13, 2024 Candidate report (2024), filing 10060026
- May 14, 2024 Extension request (2024), filing 8220294
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