Dan Newhouse
U.S. Representative, Washington district 4 (WA04)
Latest disclosure July 17, 2026: Periodic transaction report, filing 20034998.
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 10078107.
As of May 15, 2026, the date it was filed.
Sorted by the lower bound of the disclosed value band, largest band first.
| Ticker | Asset | Owner | Value band | Source |
|---|---|---|---|---|
| none | Edward Jones IRA ⇒ Hartford Dividend & Growth MF | Spouse | $100,001 - $250,000 | p. 5 |
| none | Edward Jones IRA ⇒ T Rowe Price Large Cap Growth MF | Spouse | $100,001 - $250,000 | p. 8 |
| none | Edward Jones IRA ⇒ Natixis Loomis Sayles Investment Grade Bond MF | Spouse | $50,001 - $100,000 | p. 6 |
| none | Edward Jones IRA ⇒ Pgim High Yield MF | Spouse | $50,001 - $100,000 | p. 7 |
| SDMQX | Edward Jones IRA ⇒ PGIM Short Duration Multi-Sector Bond Fund Class R6 (SDMQX) MF | Spouse | $50,001 - $100,000 | p. 7 |
| none | Edward Jones IRA ⇒ Alcan Aluminum Ltd CS | Spouse | $15,001 - $50,000 | p. 2 |
| none | Edward Jones IRA ⇒ American Intermediate Bond Fund of America MF | Spouse | $15,001 - $50,000 | p. 2 |
| none | Edward Jones IRA ⇒ Bank of America Medium Term Note CS | Spouse | $15,001 - $50,000 | p. 3 |
| GOBSX | Edward Jones IRA ⇒ BrandywineGLOBAL - Global Opportunities Bond Fund Class IS (GOBSX) MF | Spouse | $15,001 - $50,000 | p. 3 |
| DODIX | Edward Jones IRA ⇒ Dodge & Cox Income Fund - Class I (DODIX) MF | Spouse | $15,001 - $50,000 | p. 4 |
| none | Edward Jones IRA ⇒ Invesco Corporate Bond MF | Spouse | $15,001 - $50,000 | p. 5 |
| none | Edward Jones IRA ⇒ iShares Core S&P 500 EF | Spouse | $15,001 - $50,000 | p. 6 |
| none | Edward Jones IRA ⇒ JP Morgan Chase Note CS | Spouse | $15,001 - $50,000 | p. 6 |
| none | Edward Jones IRA ⇒ Pgim Jennison International Opportunities MF | Spouse | $15,001 - $50,000 | p. 7 |
| PIMIX | Edward Jones IRA ⇒ PIMCO Income Fund Insti Class (PIMIX) MF | Spouse | $15,001 - $50,000 | p. 8 |
| none | Edward Jones IRA ⇒ Prudential Financial Inc Medium Term Notes CS | Spouse | $15,001 - $50,000 | p. 8 |
| SDY | Edward Jones IRA ⇒ SPDR S&P Dividend ETF (SDY) EF | Spouse | $15,001 - $50,000 | p. 8 |
| TRAIX | Edward Jones IRA ⇒ T. Rowe Price Capital Appreciation Fund - I Class (TRAIX) MF | Spouse | $15,001 - $50,000 | p. 9 |
| USGFX | Edward Jones IRA ⇒ The American Funds Income Series - Class F-3 (USGFX) MF | Spouse | $15,001 - $50,000 | p. 9 |
| none | Edward Jones IRA ⇒ Wal-Mart Stores Inc CS | Spouse | $15,001 - $50,000 | p. 10 |
| none | Edward Jones Roth IRA ⇒ American Capital Income Builder Fund-C MF | Member | $15,001 - $50,000 | p. 10 |
| none | Edward Jones Roth IRA ⇒ Hartford Capital Appreciation Fund-C MF | Member | $15,001 - $50,000 | p. 11 |
| none | Edward Jones Roth IRA ⇒ Hartford International Growth Fund MF | Member | $15,001 - $50,000 | p. 11 |
| none | Edward Jones Traditional IRA ⇒ Hartford Dividend & Growth MF | Member | $15,001 - $50,000 | p. 11 |
| ACN | Edward Jones IRA ⇒ Accenture plc Class A Ordinary Shares (ACN) ST | Spouse | $1,001 - $15,000 | p. 2 |
| ADBE | Edward Jones IRA ⇒ Adobe Inc. (ADBE) ST | Spouse | $1,001 - $15,000 | p. 2 |
| AMD | Edward Jones IRA ⇒ Advanced Micro Devices, Inc. (AMD) ST | Spouse | $1,001 - $15,000 | p. 2 |
| GOOGL | Edward Jones IRA ⇒ Alphabet Inc. - Class A (GOOGL) ST | Spouse | $1,001 - $15,000 | p. 2 |
| AMZN | Edward Jones IRA ⇒ Amazon.com, Inc. (AMZN) ST | Spouse | $1,001 - $15,000 | p. 2 |
| none | Edward Jones IRA ⇒ American New World MF | Spouse | $1,001 - $15,000 | p. 2 |
| AME | Edward Jones IRA ⇒ AMETEK, Inc. (AME) ST | Spouse | $1,001 - $15,000 | p. 2 |
| ADI | Edward Jones IRA ⇒ Analog Devices, Inc. - Common Stock (ADI) ST | Spouse | $1,001 - $15,000 | p. 3 |
| none | Edward Jones IRA ⇒ Appalachian Power Co Sr Note CS | Spouse | $1,001 - $15,000 | p. 3 |
| AAPL | Edward Jones IRA ⇒ Apple Inc. (AAPL) ST | Spouse | $1,001 - $15,000 | p. 3 |
| AMAT | Edward Jones IRA ⇒ Applied Materials, Inc. - Common Stock (AMAT) ST | Spouse | $1,001 - $15,000 | p. 3 |
| T | Edward Jones IRA ⇒ AT&T Inc. (T) ST | Spouse | $1,001 - $15,000 | p. 3 |
| none | Edward Jones IRA ⇒ AT&T Inc. Global Note CS | Spouse | $1,001 - $15,000 | p. 3 |
| ADP | Edward Jones IRA ⇒ Automatic Data Processing, Inc. - Common Stock (ADP) ST | Spouse | $1,001 - $15,000 | p. 3 |
| BLK | Edward Jones IRA ⇒ BlackRock, Inc. (BLK) ST | Spouse | $1,001 - $15,000 | p. 3 |
| BX | Edward Jones IRA ⇒ Blackstone Inc. Common Stock (BX) ST | Spouse | $1,001 - $15,000 | p. 3 |
| AVGO | Edward Jones IRA ⇒ Broadcom Inc. (AVGO) ST | Spouse | $1,001 - $15,000 | p. 3 |
| BR | Edward Jones IRA ⇒ Broadridge Financial Solutions, Inc. Common Stock (BR) ST | Spouse | $1,001 - $15,000 | p. 4 |
| SCHW | Edward Jones IRA ⇒ Charles Schwab Corporation (SCHW) ST | Spouse | $1,001 - $15,000 | p. 4 |
| none | Edward Jones IRA ⇒ Citigroup Inc. Senior Note CS | Spouse | $1,001 - $15,000 | p. 4 |
| COP | Edward Jones IRA ⇒ ConocoPhillips Common Stock (COP) ST | Spouse | $1,001 - $15,000 | p. 4 |
| CSX | Edward Jones IRA ⇒ CSX Corporation (CSX) ST | Spouse | $1,001 - $15,000 | p. 4 |
| DHR | Edward Jones IRA ⇒ Danaher Corporation (DHR) ST | Spouse | $1,001 - $15,000 | p. 4 |
| DE | Edward Jones IRA ⇒ Deere & Company (DE) ST | Spouse | $1,001 - $15,000 | p. 4 |
| none | Edward Jones IRA ⇒ Disney Walt Co CS | Spouse | $1,001 - $15,000 | p. 4 |
| ELV | Edward Jones IRA ⇒ Elevance Health, Inc. Common Stock (ELV) ST | Spouse | $1,001 - $15,000 | p. 4 |
| LLY | Edward Jones IRA ⇒ Eli Lilly and Company (LLY) ST | Spouse | $1,001 - $15,000 | p. 4 |
| EQR | Edward Jones IRA ⇒ Equity Residential Common Shares of Beneficial Interest (EQR) ST | Spouse | $1,001 - $15,000 | p. 5 |
| WTRG | Edward Jones IRA ⇒ Essential Utilities, Inc. Common Stock (WTRG) ST | Spouse | $1,001 - $15,000 | p. 5 |
| EVRG | Edward Jones IRA ⇒ Evergy, Inc. (EVRG) ST | Spouse | $1,001 - $15,000 | p. 5 |
| XOM | Edward Jones IRA ⇒ Exxon Mobil Corporation Common Stock (XOM) ST | Spouse | $1,001 - $15,000 | p. 5 |
| FISV | Edward Jones IRA ⇒ Fiserv, Inc. (FISV) ST | Spouse | $1,001 - $15,000 | p. 5 |
| FMC | Edward Jones IRA ⇒ FMC Corporation Common Stock (FMC) ST | Spouse | $1,001 - $15,000 | p. 5 |
| FTNT | Edward Jones IRA ⇒ Fortinet, Inc. (FTNT) ST | Spouse | $1,001 - $15,000 | p. 5 |
| GIS | Edward Jones IRA ⇒ General Mills, Inc. Common Stock (GIS) ST | Spouse | $1,001 - $15,000 | p. 5 |
| HON | Edward Jones IRA ⇒ Honeywell International Inc. (HON) ST | Spouse | $1,001 - $15,000 | p. 5 |
| INTU | Edward Jones IRA ⇒ Intuit Inc. - Common Stock (INTU) ST | Spouse | $1,001 - $15,000 | p. 5 |
| IEGFX | Edward Jones IRA ⇒ Invesco International Small Company Fund Cl R6 (IEGFX) MF | Spouse | $1,001 - $15,000 | p. 5 |
| IJK | Edward Jones IRA ⇒ iShares S&P Mid-Cap 400 Growth ETF (IJK) EF | Spouse | $1,001 - $15,000 | p. 6 |
| IJT | Edward Jones IRA ⇒ iShares S&P SmallCap 600 Growth ETF (IJT) EF | Spouse | $1,001 - $15,000 | p. 6 |
| LIN | Edward Jones IRA ⇒ Linde plc Ordinary Shares (LIN) ST | Spouse | $1,001 - $15,000 | p. 6 |
| LOW | Edward Jones IRA ⇒ Lowe's Companies, Inc. (LOW) ST | Spouse | $1,001 - $15,000 | p. 6 |
| LULU | Edward Jones IRA ⇒ lululemon athletica inc. - Common Stock (LULU) ST | Spouse | $1,001 - $15,000 | p. 6 |
| MGA | Edward Jones IRA ⇒ Magna International, Inc. Common Stock (MGA) ST | Spouse | $1,001 - $15,000 | p. 6 |
| MPC | Edward Jones IRA ⇒ Marathon Petroleum Corporation (MPC) ST | Spouse | $1,001 - $15,000 | p. 6 |
| MSFT | Edward Jones IRA ⇒ Microsoft Corporation (MSFT) ST | Spouse | $1,001 - $15,000 | p. 6 |
| MDLZ | Edward Jones IRA ⇒ Mondelez International, Inc. - Class A Common Stock (MDLZ) ST | Spouse | $1,001 - $15,000 | p. 6 |
| MCO | Edward Jones IRA ⇒ Moody's Corporation (MCO) ST | Spouse | $1,001 - $15,000 | p. 6 |
| none | Edward Jones IRA ⇒ Morgan Stanley Senior Note CS | Spouse | $1,001 - $15,000 | p. 6 |
| NFLX | Edward Jones IRA ⇒ Netflix, Inc. (NFLX) ST | Spouse | $1,001 - $15,000 | p. 7 |
| NEE | Edward Jones IRA ⇒ NextEra Energy, Inc. (NEE) ST | Spouse | $1,001 - $15,000 | p. 7 |
| NKE | Edward Jones IRA ⇒ Nike, Inc. Common Stock (NKE) ST | Spouse | $1,001 - $15,000 | p. 7 |
| NI | Edward Jones IRA ⇒ NiSource Inc Common Stock (NI) ST | Spouse | $1,001 - $15,000 | p. 7 |
| NVDA | Edward Jones IRA ⇒ NVIDIA Corporation (NVDA) ST | Spouse | $1,001 - $15,000 | p. 7 |
| NXPI | Edward Jones IRA ⇒ NXP Semiconductors N.V. - Common Stock (NXPI) ST | Spouse | $1,001 - $15,000 | p. 7 |
| OKE | Edward Jones IRA ⇒ ONEOK, Inc. Common Stock (OKE) ST | Spouse | $1,001 - $15,000 | p. 7 |
| PANW | Edward Jones IRA ⇒ Palo Alto Networks, Inc. (PANW) ST | Spouse | $1,001 - $15,000 | p. 7 |
| PEP | Edward Jones IRA ⇒ Pepsico, Inc. (PEP) ST | Spouse | $1,001 - $15,000 | p. 7 |
| PJSQX | Edward Jones IRA ⇒ PGIM Jennison Small Company Fund Class R6 (PJSQX) MF | Spouse | $1,001 - $15,000 | p. 7 |
| none | Edward Jones IRA ⇒ Philip Morris International Inc Note due 5/16/2038 06.375 MN CS | Spouse | $1,001 - $15,000 | p. 8 |
| PLD | Edward Jones IRA ⇒ Prologis, Inc. Common Stock (PLD) ST | Spouse | $1,001 - $15,000 | p. 8 |
| ROST | Edward Jones IRA ⇒ Ross Stores, Inc. - Common Stock (ROST) ST | Spouse | $1,001 - $15,000 | p. 8 |
| RCL | Edward Jones IRA ⇒ Royal Caribbean Cruises Ltd. Common Stock (RCL) ST | Spouse | $1,001 - $15,000 | p. 8 |
| RTX | Edward Jones IRA ⇒ RTX Corporation Common Stock (RTX) ST | Spouse | $1,001 - $15,000 | p. 8 |
| SPGI | Edward Jones IRA ⇒ S&P Global Inc. Common Stock (SPGI) ST | Spouse | $1,001 - $15,000 | p. 8 |
| CRM | Edward Jones IRA ⇒ Salesforce, Inc. (CRM) ST | Spouse | $1,001 - $15,000 | p. 8 |
| NOW | Edward Jones IRA ⇒ ServiceNow, Inc. Common Stock (NOW) ST | Spouse | $1,001 - $15,000 | p. 8 |
| SNPS | Edward Jones IRA ⇒ Synopsys, Inc. - Common Stock (SNPS) ST | Spouse | $1,001 - $15,000 | p. 8 |
| TMUS | Edward Jones IRA ⇒ T-Mobile US, Inc. (TMUS) ST | Spouse | $1,001 - $15,000 | p. 9 |
| TTMIX | Edward Jones IRA ⇒ T. Rowe Price Communications & Technology Fund, Inc. Class I (TTMIX) MF | Spouse | $1,001 - $15,000 | p. 9 |
| TGT | Edward Jones IRA ⇒ Target Corporation Common Stock (TGT) ST | Spouse | $1,001 - $15,000 | p. 9 |
| none | Edward Jones IRA ⇒ Tennessee Gas Pipeline Co Debenture CS | Spouse | $1,001 - $15,000 | p. 9 |
| TSLA | Edward Jones IRA ⇒ Tesla, Inc. - Common Stock (TSLA) ST | Spouse | $1,001 - $15,000 | p. 9 |
| TXT | Edward Jones IRA ⇒ Textron Inc. Common Stock (TXT) ST | Spouse | $1,001 - $15,000 | p. 9 |
| HSY | Edward Jones IRA ⇒ The Hershey Company Common Stock (HSY) ST | Spouse | $1,001 - $15,000 | p. 9 |
| TMO | Edward Jones IRA ⇒ Thermo Fisher Scientific Inc (TMO) ST | Spouse | $1,001 - $15,000 | p. 9 |
| ULTA | Edward Jones IRA ⇒ Ulta Beauty, Inc. (ULTA) ST | Spouse | $1,001 - $15,000 | p. 9 |
| UNP | Edward Jones IRA ⇒ Union Pacific Corporation (UNP) ST | Spouse | $1,001 - $15,000 | p. 9 |
| UPS | Edward Jones IRA ⇒ United Parcel Service, Inc. Common Stock (UPS) ST | Spouse | $1,001 - $15,000 | p. 9 |
| UNH | Edward Jones IRA ⇒ UnitedHealth Group Incorporated Common Stock (UNH) ST | Spouse | $1,001 - $15,000 | p. 10 |
| VFC | Edward Jones IRA ⇒ V.F. Corporation Common Stock (VFC) ST | Spouse | $1,001 - $15,000 | p. 10 |
| VOE | Edward Jones IRA ⇒ Vanguard Mid-Cap Value ETF (VOE) EF | Spouse | $1,001 - $15,000 | p. 10 |
| VBR | Edward Jones IRA ⇒ Vanguard Small-Cap Value ETF (VBR) EF | Spouse | $1,001 - $15,000 | p. 10 |
| VTV | Edward Jones IRA ⇒ Vanguard Value ETF (VTV) EF | Spouse | $1,001 - $15,000 | p. 10 |
| VZ | Edward Jones IRA ⇒ Verizon Communications Inc. Common Stock (VZ) ST | Spouse | $1,001 - $15,000 | p. 10 |
| V | Edward Jones IRA ⇒ Visa Inc. (V) ST | Spouse | $1,001 - $15,000 | p. 10 |
| none | Edward Jones Roth IRA ⇒ American Bond Funds of America MF | Member | $1,001 - $15,000 | p. 10 |
| none | Edward Jones Roth IRA ⇒ American Fundamental Investors Fund MF | Member | $1,001 - $15,000 | p. 10 |
| none | Edward Jones Roth IRA ⇒ American Intermediate Bond Fund of America MF | Member | $1,001 - $15,000 | p. 10 |
| none | Edward Jones Roth IRA ⇒ American New World Fund MF | Member | $1,001 - $15,000 | p. 10 |
| none | Edward Jones Roth IRA ⇒ American SMALLCAP World MF | Member | $1,001 - $15,000 | p. 10 |
| none | Edward Jones Roth IRA ⇒ Hartford Midcap MF | Member | $1,001 - $15,000 | p. 11 |
| none | Edward Jones Roth IRA ⇒ Hartford Small Company MF | Member | $1,001 - $15,000 | p. 11 |
| none | Edward Jones Roth IRA ⇒ Hartford Total Return Bond Fund MF | Member | $1,001 - $15,000 | p. 11 |
| none | Edward Jones Roth IRA ⇒ JP Morgan Growth Advantage MF | Member | $1,001 - $15,000 | p. 11 |
| none | Edward Jones Roth IRA ⇒ T Rowe Price US Treasury MF | Member | $1,001 - $15,000 | p. 11 |
| none | Edward Jones Traditional IRA ⇒ American Bond Funds of America MF | Member | $1,001 - $15,000 | p. 11 |
| none | Edward Jones Traditional IRA ⇒ American Growth Fund of America MF | Member | $1,001 - $15,000 | p. 11 |
| none | Edward Jones Traditional IRA ⇒ American Income Fund of America MF | Member | $1,001 - $15,000 | p. 11 |
| none | Edward Jones Traditional IRA ⇒ American International Growth & Income MF | Member | $1,001 - $15,000 | p. 11 |
| none | Edward Jones Traditional IRA ⇒ DFA Emerging Markets MF | Member | $1,001 - $15,000 | p. 11 |
| none | Edward Jones Traditional IRA ⇒ Hartford Growth Opportunities MF | Member | $1,001 - $15,000 | p. 11 |
| none | Edward Jones Traditional IRA ⇒ Hartford Mid Cap Value MF | Member | $1,001 - $15,000 | p. 12 |
| none | Edward Jones Traditional IRA ⇒ Hartford Small Company MF | Member | $1,001 - $15,000 | p. 12 |
| none | Edward Jones Traditional IRA ⇒ Hartford Total Return Bond Fund MF | Member | $1,001 - $15,000 | p. 12 |
| none | Edward Jones Traditional IRA ⇒ JP Morgan Growth Advantage MF | Member | $1,001 - $15,000 | p. 12 |
| none | Edward Jones Traditional IRA ⇒ T Rowe Price US Treasury MF | Member | $1,001 - $15,000 | p. 12 |
| FGTXX | Edward Jones Brokerage ⇒ Financial Square Government Fund FST Shares (FGTXX) MF | Spouse | $1 - $1,000 | p. 2 |
| EL | Edward Jones IRA ⇒ Estee Lauder Companies, Inc. (EL) ST | Spouse | $1 - $1,000 | p. 5 |
| BKNG | Edward Jones IRA ⇒ Booking Holdings Inc. (BKNG) ST | Spouse | None | p. 3 |
| BRO | Edward Jones IRA ⇒ Brown & Brown, Inc. Common Stock (BRO) ST | Spouse | None | p. 4 |
| DG | Edward Jones IRA ⇒ Dollar General Corporation Common Stock (DG) ST | Spouse | None | p. 4 |
| PYPL | Edward Jones IRA ⇒ PayPal Holdings, Inc. (PYPL) ST | Spouse | None | p. 7 |
| SBUX | Edward Jones IRA ⇒ Starbucks Corporation (SBUX) ST | Spouse | None | p. 8 |
| TFC | Edward Jones IRA ⇒ Truist Financial Corporation Common Stock (TFC) ST | Spouse | None | p. 9 |
12 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 | Alcan Inc Debs CS | Spouse | P | April 11, 2025 | $15,001 - $50,000 | May 16, 2025 filing 20030292, p. 1 |
| none | Bank Amer Corp SR CS | Spouse | P | April 11, 2025 | $15,001 - $50,000 | May 16, 2025 filing 20030292, p. 2 |
| none | JP Morgan Chase &Co CS | Spouse | P | April 11, 2025 | $15,001 - $50,000 | May 16, 2025 filing 20030292, p. 4 |
| none | Prudential Finl Inc Medium Term CS | Spouse | P | April 11, 2025 | $15,001 - $50,000 | May 16, 2025 filing 20030292, p. 5 |
| none | Walmart Stores Inc CS | Spouse | P | April 11, 2025 | $15,001 - $50,000 | May 16, 2025 filing 20030292, p. 7 |
| ACN | Accenture plc Class A Ordinary Shares (ACN) ST | Spouse | P | July 10, 2026 | $1,001 - $15,000 | July 17, 2026 filing 20034998, p. 1 |
| ADBE | Adobe Inc. - Common Stock (ADBE) ST | Spouse | S | July 10, 2026 | $1,001 - $15,000 | July 17, 2026 filing 20034998, p. 1 |
| AMD | Advanced Micro Devices, Inc. (AMD) ST | Spouse | S (partial) | July 10, 2026 | $1,001 - $15,000 | July 17, 2026 filing 20034998, p. 1 |
| GOOGL | Alphabet Inc. - Class A Common Stock (GOOGL) ST | Spouse | S (partial) | July 10, 2026 | $1,001 - $15,000 | July 17, 2026 filing 20034998, p. 1 |
| AMCR | Amcor plc Ordinary Shares (AMCR) ST | Spouse | P | July 10, 2026 | $1,001 - $15,000 | July 17, 2026 filing 20034998, p. 1 |
| APH | Amphenol Corporation Common Stock (APH) ST | Spouse | P | July 10, 2026 | $1,001 - $15,000 | July 17, 2026 filing 20034998, p. 1 |
| AMAT | Applied Materials, Inc. - Common Stock (AMAT) ST | Spouse | S (partial) | July 10, 2026 | $1,001 - $15,000 | July 17, 2026 filing 20034998, p. 2 |
| ANET | Arista Networks, Inc. Common Stock (ANET) ST | Spouse | P | July 10, 2026 | $1,001 - $15,000 | July 17, 2026 filing 20034998, p. 2 |
| COST | Costco Wholesale Corporation - Common Stock (COST) ST | Spouse | P | July 10, 2026 | $1,001 - $15,000 | July 17, 2026 filing 20034998, p. 2 |
| CSX | CSX Corporation (CSX) ST | Spouse | S (partial) | July 10, 2026 | $1,001 - $15,000 | July 17, 2026 filing 20034998, p. 2 |
| DE | Deere & Company Common Stock (DE) ST | Spouse | S (partial) | July 10, 2026 | $1,001 - $15,000 | July 17, 2026 filing 20034998, p. 2 |
| DUK | Duke Energy Corporation (DUK) ST | Spouse | P | July 10, 2026 | $1,001 - $15,000 | July 17, 2026 filing 20034998, p. 2 |
| LLY | Eli Lilly and Company Common Stock (LLY) ST | Spouse | S (partial) | July 10, 2026 | $1,001 - $15,000 | July 17, 2026 filing 20034998, p. 2 |
| FIS | Fidelity National Information Services, Inc. Common Stock (FIS) ST | Spouse | P | July 10, 2026 | $1,001 - $15,000 | July 17, 2026 filing 20034998, p. 2 |
| FE | FirstEnergy Corp. Common Stock (FE) ST | Spouse | P | July 10, 2026 | $1,001 - $15,000 | July 17, 2026 filing 20034998, p. 2 |
| FMC | FMC Corporation Common Stock (FMC) ST | Spouse | S | July 10, 2026 | $1,001 - $15,000 | July 17, 2026 filing 20034998, p. 3 |
| FTNT | Fortinet, Inc. - Common Stock (FTNT) ST | Spouse | S (partial) | July 10, 2026 | $1,001 - $15,000 | July 17, 2026 filing 20034998, p. 3 |
| HONAV | Honeywell Aerospace Inc. - Common Stock (HONAV) ST | Spouse | S (partial) | July 10, 2026 | $1,001 - $15,000 | July 17, 2026 filing 20034998, p. 3 |
| HON | Honeywell International Inc. (HON) ST | Spouse | P | July 10, 2026 | $1,001 - $15,000 | July 17, 2026 filing 20034998, p. 3 |
| INTU | Intuit Inc. - Common Stock (INTU) ST | Spouse | S | July 10, 2026 | $1,001 - $15,000 | July 17, 2026 filing 20034998, p. 3 |
| MGA | Magna International, Inc. Common Stock (MGA) ST | Spouse | S (partial) | July 10, 2026 | $1,001 - $15,000 | July 17, 2026 filing 20034998, p. 3 |
| MPC | Marathon Petroleum Corporation Common Stock (MPC) ST | Spouse | S (partial) | July 10, 2026 | $1,001 - $15,000 | July 17, 2026 filing 20034998, p. 3 |
| MU | Micron Technology, Inc. - Common Stock (MU) ST | Spouse | P | July 10, 2026 | $1,001 - $15,000 | July 17, 2026 filing 20034998, p. 3 |
| MS | Morgan Stanley Common Stock (MS) ST | Spouse | P | July 10, 2026 | $1,001 - $15,000 | July 17, 2026 filing 20034998, p. 3 |
| NVDA | NVIDIA Corporation - Common Stock (NVDA) ST | Spouse | S (partial) | July 10, 2026 | $1,001 - $15,000 | July 17, 2026 filing 20034998, p. 4 |
| PANW | Palo Alto Networks, Inc. (PANW) ST | Spouse | S (partial) | July 10, 2026 | $1,001 - $15,000 | July 17, 2026 filing 20034998, p. 4 |
| HSY | The Hershey Company Common Stock (HSY) ST | Spouse | S | July 10, 2026 | $1,001 - $15,000 | July 17, 2026 filing 20034998, p. 4 |
| TMO | Thermo Fisher Scientific Inc Common Stock (TMO) ST | Spouse | S | July 10, 2026 | $1,001 - $15,000 | July 17, 2026 filing 20034998, p. 4 |
| UBER | Uber Technologies, Inc. Common Stock (UBER) ST | Spouse | P | July 10, 2026 | $1,001 - $15,000 | July 17, 2026 filing 20034998, p. 4 |
| UPS | United Parcel Service, Inc. Common Stock (UPS) ST | Spouse | S | July 10, 2026 | $1,001 - $15,000 | July 17, 2026 filing 20034998, p. 4 |
| UNH | UnitedHealth Group Incorporated Common Stock (UNH) ST | Spouse | S | July 10, 2026 | $1,001 - $15,000 | July 17, 2026 filing 20034998, p. 4 |
| BR | Broadridge Financial Solutions, Inc. Common Stock (BR) ST | Spouse | P | December 31, 2025 | $1,001 - $15,000 | January 15, 2026 filing 20033654, p. 1 |
| RCL | Royal Caribbean Cruises Ltd. Common Stock (RCL) ST | Spouse | P | December 31, 2025 | $1,001 - $15,000 | January 15, 2026 filing 20033654, p. 2 |
| SNPS | Synopsys, Inc. - Common Stock (SNPS) ST | Spouse | P | December 31, 2025 | $1,001 - $15,000 | January 15, 2026 filing 20033654, p. 2 |
| none | Tennessee Gas Pipeline Co Debenture CS | Spouse | P | December 31, 2025 | $1,001 - $15,000 | January 15, 2026 filing 20033654, p. 2 |
| GOOGL | Alphabet Inc. - Class A Common Stock (GOOGL) ST | Spouse | S (partial) | December 11, 2025 | $1,001 - $15,000 | January 15, 2026 filing 20033654, p. 1 |
| BX | Blackstone Inc. Common Stock (BX) ST | Spouse | P | December 11, 2025 | $1,001 - $15,000 | January 15, 2026 filing 20033654, p. 1 |
| AVGO | Broadcom Inc. - Common Stock (AVGO) ST | Spouse | S (partial) | December 11, 2025 | $1,001 - $15,000 | January 15, 2026 filing 20033654, p. 1 |
| BRO | Brown & Brown, Inc. Common Stock (BRO) ST | Spouse | S | December 11, 2025 | $1,001 - $15,000 | January 15, 2026 filing 20033654, p. 1 |
| SCHW | Charles Schwab Corporation (SCHW) ST | Spouse | P | December 11, 2025 | $1,001 - $15,000 | January 15, 2026 filing 20033654, p. 1 |
| DG | Dollar General Corporation Common Stock (DG) ST | Spouse | S | December 11, 2025 | $1,001 - $15,000 | January 15, 2026 filing 20033654, p. 2 |
| LULU | lululemon athletica inc. - Common Stock (LULU) ST | Spouse | P | December 11, 2025 | $1,001 - $15,000 | January 15, 2026 filing 20033654, p. 2 |
| MGA | Magna International, Inc. Common Stock (MGA) ST | Spouse | S (partial) | December 11, 2025 | $1,001 - $15,000 | January 15, 2026 filing 20033654, p. 2 |
| NXPI | NXP Semiconductors N.V. - Common Stock (NXPI) ST | Spouse | P | December 11, 2025 | $1,001 - $15,000 | January 15, 2026 filing 20033654, p. 2 |
| PANW | Palo Alto Networks, Inc. (PANW) ST | Spouse | P | December 11, 2025 | $1,001 - $15,000 | January 15, 2026 filing 20033654, p. 2 |
| SBUX | Starbucks Corporation - Common Stock (SBUX) ST | Spouse | S | December 11, 2025 | $1,001 - $15,000 | January 15, 2026 filing 20033654, p. 2 |
| TXT | Textron Inc. Common Stock (TXT) ST | Spouse | P | December 11, 2025 | $1,001 - $15,000 | January 15, 2026 filing 20033654, p. 3 |
| TMUS | T-Mobile US, Inc. (TMUS) ST | Spouse | P | December 11, 2025 | $1,001 - $15,000 | January 15, 2026 filing 20033654, p. 3 |
| TFC | Truist Financial Corporation Common Stock (TFC) ST | Spouse | S | December 11, 2025 | $1,001 - $15,000 | January 15, 2026 filing 20033654, p. 3 |
| ULTA | Ulta Beauty, Inc. - Common Stock (ULTA) ST | Spouse | S (partial) | December 11, 2025 | $1,001 - $15,000 | January 15, 2026 filing 20033654, p. 3 |
| AMD | Advanced Micro Devices, Inc. (AMD) ST | Spouse | P | August 18, 2025 | $1,001 - $15,000 | September 17, 2025 filing 20032091, p. 1 |
| AME | AMETEK, Inc. (AME) ST | Spouse | P | August 18, 2025 | $1,001 - $15,000 | September 17, 2025 filing 20032091, p. 1 |
| AMAT | Applied Materials, Inc. - Common Stock (AMAT) ST | Spouse | P | August 18, 2025 | $1,001 - $15,000 | September 17, 2025 filing 20032091, p. 1 |
| ADP | Automatic Data Processing, Inc. - Common Stock (ADP) ST | Spouse | P | August 18, 2025 | $1,001 - $15,000 | September 17, 2025 filing 20032091, p. 1 |
| BLK | BlackRock, Inc. Common Stock (BLK) ST | Spouse | S (partial) | August 18, 2025 | $1,001 - $15,000 | September 17, 2025 filing 20032091, p. 1 |
| BRO | Brown & Brown, Inc. Common Stock (BRO) ST | Spouse | P | August 18, 2025 | $1,001 - $15,000 | September 17, 2025 filing 20032091, p. 1 |
| COP | ConocoPhillips Common Stock (COP) ST | Spouse | P | August 18, 2025 | $1,001 - $15,000 | September 17, 2025 filing 20032091, p. 2 |
| XOM | Exxon Mobil Corporation Common Stock (XOM) ST | Spouse | P | August 18, 2025 | $1,001 - $15,000 | September 17, 2025 filing 20032091, p. 2 |
| GIS | General Mills, Inc. Common Stock (GIS) ST | Spouse | P | August 18, 2025 | $1,001 - $15,000 | September 17, 2025 filing 20032091, p. 2 |
| OKE | ONEOK, Inc. Common Stock (OKE) ST | Spouse | P | August 18, 2025 | $1,001 - $15,000 | September 17, 2025 filing 20032091, p. 2 |
| PLD | Prologis, Inc. Common Stock (PLD) ST | Spouse | P | August 18, 2025 | $1,001 - $15,000 | September 17, 2025 filing 20032091, p. 2 |
| ROST | Ross Stores, Inc. - Common Stock (ROST) ST | Spouse | P | August 18, 2025 | $1,001 - $15,000 | September 17, 2025 filing 20032091, p. 2 |
| RTX | RTX Corporation Common Stock (RTX) ST | Spouse | S (partial) | August 18, 2025 | $1,001 - $15,000 | September 17, 2025 filing 20032091, p. 2 |
| SPGI | S&P Global Inc. Common Stock (SPGI) ST | Spouse | P | August 18, 2025 | $1,001 - $15,000 | September 17, 2025 filing 20032091, p. 2 |
| TGT | Target Corporation Common Stock (TGT) ST | Spouse | P | August 18, 2025 | $1,001 - $15,000 | September 17, 2025 filing 20032091, p. 2 |
| UPS | United Parcel Service, Inc. Common Stock (UPS) ST | Spouse | P | August 18, 2025 | $1,001 - $15,000 | September 17, 2025 filing 20032091, p. 3 |
| ACN | Accenture plc Class A Ordinary Shares (ACN) ST | Spouse | S (partial) | April 11, 2025 | $1,001 - $15,000 | May 16, 2025 filing 20030292, p. 1 |
| ADBE | Adobe Inc. - Common Stock (ADBE) ST | Spouse | S (partial) | April 11, 2025 | $1,001 - $15,000 | May 16, 2025 filing 20030292, p. 1 |
| GOOGL | Alphabet Inc. - Class A Common Stock (GOOGL) ST | Spouse | S (partial) | April 11, 2025 | $1,001 - $15,000 | May 16, 2025 filing 20030292, p. 1 |
| AMZN | Amazon.com, Inc. - Common Stock (AMZN) ST | Spouse | S (partial) | April 11, 2025 | $1,001 - $15,000 | May 16, 2025 filing 20030292, p. 1 |
| ADI | Analog Devices, Inc. - Common Stock (ADI) ST | Spouse | S (partial) | April 11, 2025 | $1,001 - $15,000 | May 16, 2025 filing 20030292, p. 1 |
| AAPL | Apple Inc. - Common Stock (AAPL) ST | Spouse | S (partial) | April 11, 2025 | $1,001 - $15,000 | May 16, 2025 filing 20030292, p. 2 |
| T | AT&T Inc. (T) ST | Spouse | S (partial) | April 11, 2025 | $1,001 - $15,000 | May 16, 2025 filing 20030292, p. 2 |
| BLK | BlackRock, Inc. Common Stock (BLK) ST | Spouse | S (partial) | April 11, 2025 | $1,001 - $15,000 | May 16, 2025 filing 20030292, p. 2 |
| BKNG | Booking Holdings Inc. - Common Stock (BKNG) ST | Spouse | S | April 11, 2025 | $1,001 - $15,000 | May 16, 2025 filing 20030292, p. 2 |
| AVGO | Broadcom Inc. - Common Stock (AVGO) ST | Spouse | S (partial) | April 11, 2025 | $1,001 - $15,000 | May 16, 2025 filing 20030292, p. 2 |
| DHR | Danaher Corporation Common Stock (DHR) ST | Spouse | S (partial) | April 11, 2025 | $1,001 - $15,000 | May 16, 2025 filing 20030292, p. 2 |
| DE | Deere & Company Common Stock (DE) ST | Spouse | S (partial) | April 11, 2025 | $1,001 - $15,000 | May 16, 2025 filing 20030292, p. 2 |
| DG | Dollar General Corporation Common Stock (DG) ST | Spouse | S (partial) | April 11, 2025 | $1,001 - $15,000 | May 16, 2025 filing 20030292, p. 2 |
| ELV | Elevance Health, Inc. Common Stock (ELV) ST | Spouse | S (partial) | April 11, 2025 | $1,001 - $15,000 | May 16, 2025 filing 20030292, p. 3 |
| LLY | Eli Lilly and Company Common Stock (LLY) ST | Spouse | S (partial) | April 11, 2025 | $1,001 - $15,000 | May 16, 2025 filing 20030292, p. 3 |
| EQR | Equity Residential Common Shares of Beneficial Interest (EQR) ST | Spouse | S (partial) | April 11, 2025 | $1,001 - $15,000 | May 16, 2025 filing 20030292, p. 3 |
| WTRG | Essential Utilities, Inc. Common Stock (WTRG) ST | Spouse | S (partial) | April 11, 2025 | $1,001 - $15,000 | May 16, 2025 filing 20030292, p. 3 |
| EL | Estee Lauder Companies, Inc. (EL) ST | Spouse | S (partial) | April 11, 2025 | $1,001 - $15,000 | May 16, 2025 filing 20030292, p. 3 |
| EVRG | Evergy, Inc. (EVRG) ST | Spouse | S (partial) | April 11, 2025 | $1,001 - $15,000 | May 16, 2025 filing 20030292, p. 3 |
| FI | Fiserv, Inc. Common Stock (FI) ST | Spouse | S (partial) | April 11, 2025 | $1,001 - $15,000 | May 16, 2025 filing 20030292, p. 3 |
| FTNT | Fortinet, Inc. - Common Stock (FTNT) ST | Spouse | S (partial) | April 11, 2025 | $1,001 - $15,000 | May 16, 2025 filing 20030292, p. 3 |
| HON | Honeywell International Inc. (HON) ST | Spouse | S (partial) | April 11, 2025 | $1,001 - $15,000 | May 16, 2025 filing 20030292, p. 3 |
| INTU | Intuit Inc. - Common Stock (INTU) ST | Spouse | S (partial) | April 11, 2025 | $1,001 - $15,000 | May 16, 2025 filing 20030292, p. 4 |
| LIN | Linde plc - Ordinary Shares (LIN) ST | Spouse | S (partial) | April 11, 2025 | $1,001 - $15,000 | May 16, 2025 filing 20030292, p. 4 |
| LOW | Lowe's Companies, Inc. Common Stock (LOW) ST | Spouse | S (partial) | April 11, 2025 | $1,001 - $15,000 | May 16, 2025 filing 20030292, p. 4 |
| MGA | Magna International, Inc. Common Stock (MGA) ST | Spouse | S (partial) | April 11, 2025 | $1,001 - $15,000 | May 16, 2025 filing 20030292, p. 4 |
| MPC | Marathon Petroleum Corporation Common Stock (MPC) ST | Spouse | S (partial) | April 11, 2025 | $1,001 - $15,000 | May 16, 2025 filing 20030292, p. 4 |
| MSFT | Microsoft Corporation - Common Stock (MSFT) ST | Spouse | S (partial) | April 11, 2025 | $1,001 - $15,000 | May 16, 2025 filing 20030292, p. 4 |
| MDLZ | Mondelez International, Inc. - Class A Common Stock (MDLZ) ST | Spouse | S (partial) | April 11, 2025 | $1,001 - $15,000 | May 16, 2025 filing 20030292, p. 4 |
| MCO | Moody's Corporation Common Stock (MCO) ST | Spouse | S (partial) | April 11, 2025 | $1,001 - $15,000 | May 16, 2025 filing 20030292, p. 4 |
| NFLX | Netflix, Inc. - Common Stock (NFLX) ST | Spouse | S (partial) | April 11, 2025 | $1,001 - $15,000 | May 16, 2025 filing 20030292, p. 5 |
| NI | NiSource Inc Common Stock (NI) ST | Spouse | S (partial) | April 11, 2025 | $1,001 - $15,000 | May 16, 2025 filing 20030292, p. 5 |
| NVDA | NVIDIA Corporation - Common Stock (NVDA) ST | Spouse | S (partial) | April 11, 2025 | $1,001 - $15,000 | May 16, 2025 filing 20030292, p. 5 |
| PYPL | PayPal Holdings, Inc. - Common Stock (PYPL) ST | Spouse | S | April 11, 2025 | $1,001 - $15,000 | May 16, 2025 filing 20030292, p. 5 |
| PEP | Pepsico, Inc. (PEP) ST | Spouse | S (partial) | April 11, 2025 | $1,001 - $15,000 | May 16, 2025 filing 20030292, p. 5 |
| RTX | RTX Corporation Common Stock (RTX) ST | Spouse | S (partial) | April 11, 2025 | $1,001 - $15,000 | May 16, 2025 filing 20030292, p. 5 |
| CRM | Salesforce, Inc. Common Stock (CRM) ST | Spouse | S (partial) | April 11, 2025 | $1,001 - $15,000 | May 16, 2025 filing 20030292, p. 5 |
| NOW | ServiceNow, Inc. Common Stock (NOW) ST | Spouse | S (partial) | April 11, 2025 | $1,001 - $15,000 | May 16, 2025 filing 20030292, p. 5 |
| SBUX | Starbucks Corporation - Common Stock (SBUX) ST | Spouse | S (partial) | April 11, 2025 | $1,001 - $15,000 | May 16, 2025 filing 20030292, p. 6 |
| TSLA | Tesla, Inc. - Common Stock (TSLA) ST | Spouse | S (partial) | April 11, 2025 | $1,001 - $15,000 | May 16, 2025 filing 20030292, p. 6 |
| HSY | The Hershey Company Common Stock (HSY) ST | Spouse | S (partial) | April 11, 2025 | $1,001 - $15,000 | May 16, 2025 filing 20030292, p. 6 |
| TMO | Thermo Fisher Scientific Inc Common Stock (TMO) ST | Spouse | S (partial) | April 11, 2025 | $1,001 - $15,000 | May 16, 2025 filing 20030292, p. 6 |
| TFC | Truist Financial Corporation Common Stock (TFC) ST | Spouse | S (partial) | April 11, 2025 | $1,001 - $15,000 | May 16, 2025 filing 20030292, p. 6 |
| UNP | Union Pacific Corporation Common Stock (UNP) ST | Spouse | S (partial) | April 11, 2025 | $1,001 - $15,000 | May 16, 2025 filing 20030292, p. 6 |
| UNH | UnitedHealth Group Incorporated Common Stock (UNH) ST | Spouse | S (partial) | April 11, 2025 | $1,001 - $15,000 | May 16, 2025 filing 20030292, p. 6 |
| VFC | V.F. Corporation Common Stock (VFC) ST | Spouse | S (partial) | April 11, 2025 | $1,001 - $15,000 | May 16, 2025 filing 20030292, p. 6 |
| VZ | Verizon Communications Inc. Common Stock (VZ) ST | Spouse | S (partial) | April 11, 2025 | $1,001 - $15,000 | May 16, 2025 filing 20030292, p. 6 |
| V | Visa Inc. (V) ST | Spouse | S (partial) | April 11, 2025 | $1,001 - $15,000 | May 16, 2025 filing 20030292, p. 7 |
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.
- July 17, 2026 Periodic transaction report (2026), filing 20034998 itemised above
- May 15, 2026 Annual report (FD Original) (2025), filing 10078107 itemised above
- January 15, 2026 Periodic transaction report (2026), filing 20033654 itemised above
- September 17, 2025 Periodic transaction report (2025), filing 20032091 itemised above
- May 16, 2025 Periodic transaction report (2025), filing 20030292 itemised above
- May 14, 2025 Annual report (FD Original) (2024), filing 10067441
- April 25, 2024 Periodic transaction report (2024), filing 20024917
Discussion
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