Congressional stock trades · Member
Thomas R. Carper
Former senator · DE · Democrat
924 published transactions from periodic transaction reports since 2020, shown as filed. Amounts are the ranges on the form. Each row links to its filing. Holdings from 9 annual reports are below.
| Disclosed | Traded | Days | Owner | Asset | Type | Amount range (as filed) | Source |
|---|---|---|---|---|---|---|---|
| 2025-01-02 | 2024-12-13 | 20 | Spouse | Atlantica Yield Plc | Sale (full) | $1,001 - $15,000 | eFD → |
| 2024-09-03 | 2024-08-01 | 33 | Spouse | US TREASURY BILL | Sale (full) | $50,001 - $100,000 | eFD → |
| 2024-09-03 | 2024-08-01 | 33 | Spouse | US TREASURY BILL | Sale (full) | $50,001 - $100,000 | eFD → |
| 2024-09-03 | 2024-08-01 | 33 | Spouse | US TREASURY BILL | Sale (full) | $50,001 - $100,000 | eFD → |
| 2024-09-03 | 2024-08-01 | 33 | Spouse | US TREASURY BILL | Sale (full) | $15,001 - $50,000 | eFD → |
| 2024-08-02 | 2024-07-18 | 15 | Spouse | UBS CONTINGENT AUTOCALL MET Rate/Coupon: 10.5% Matures: 01/16/2026 | Sale (full) | $15,001 - $50,000 | eFD → |
| 2024-07-01 | 2024-06-17 | 14 | Spouse | US TREASURY BILL | Purchase | $50,001 - $100,000 | eFD → |
| 2024-07-01 | 2024-06-13 | 18 | Spouse | US TREASURY BILL | Sale (full) | $100,001 - $250,000 | eFD → |
| 2024-07-01 | 2024-06-13 | 18 | Spouse | US TREASURY BILL | Sale (full) | $50,001 - $100,000 | eFD → |
| 2024-07-01 | 2024-06-13 | 18 | Spouse | US TREASURY BILL | Sale (full) | $15,001 - $50,000 | eFD → |
| 2024-07-01 | 2024-06-13 | 18 | Spouse | US TREASURY BILL | Sale (full) | $50,001 - $100,000 | eFD → |
| 2024-07-01 | 2024-06-12 | 19 | Spouse | US TREASURY BILL | Purchase | $50,001 - $100,000 | eFD → |
| 2024-07-01 | 2024-06-12 | 19 | Spouse | US TREASURY BILL | Purchase | $50,001 - $100,000 | eFD → |
| 2024-07-01 | 2024-06-12 | 19 | Spouse | US TREASURY BILL | Purchase | $15,001 - $50,000 | eFD → |
| 2024-06-03 | 2024-05-22 | 12 | Spouse | TGTTarget Corp | Purchase | $1,001 - $15,000 | eFD → |
| 2024-06-03 | 2024-05-16 | 18 | Spouse | Pacer Developed Markets International Cash | Purchase | $1,001 - $15,000 | eFD → |
| 2024-06-03 | 2024-05-16 | 18 | Spouse | Vanguard FTSE Developed Markets ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2024-06-03 | 2024-05-16 | 18 | Spouse | Proshares MSCI EAFE Dividend Growers ETF | Sale (full) | $1,001 - $15,000 | eFD → |
| 2024-06-03 | 2024-05-16 | 18 | Spouse | Proshares MSCI EAFE Dividend Growers ETF | Sale (full) | $1,001 - $15,000 | eFD → |
| 2024-06-03 | 2024-05-16 | 18 | Spouse | Vanguard Div Appreciation ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2024-06-03 | 2024-05-16 | 18 | Spouse | Vanguard FTSE Developed Markets ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2024-06-03 | 2024-05-16 | 18 | Spouse | Fidelity Dividend ETF For Rising Rates | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-06-03 | 2024-05-16 | 18 | Spouse | Pacer US Cash Cows 100 Index | Purchase | $1,001 - $15,000 | eFD → |
| 2024-06-03 | 2024-05-16 | 18 | Spouse | Invesco FTSE RAFI US 1000 ETF | Sale (full) | $1,001 - $15,000 | eFD → |
| 2024-06-03 | 2024-05-15 | 19 | Spouse | Pacer US Small Cap Cash Cows 100 ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2024-06-03 | 2024-05-15 | 19 | Spouse | ProShares Russell 2000 Dividend Growers ETF | Sale (full) | $1,001 - $15,000 | eFD → |
| 2024-06-03 | 2024-05-14 | 20 | Spouse | Pacer Benchmark Data & Infrastructure Real Estate | Purchase | $1,001 - $15,000 | eFD → |
| 2024-06-03 | 2024-05-14 | 20 | Spouse | VanEck Agribusiness ETF | Sale (full) | $1,001 - $15,000 | eFD → |
| 2024-06-03 | 2024-05-09 | 25 | Spouse | EMREmerson Electric Company | Purchase | $1,001 - $15,000 | eFD → |
| 2024-06-03 | 2024-05-09 | 25 | Spouse | TTETotalEnergies SE | Sale (full) | $1,001 - $15,000 | eFD → |
| 2024-06-03 | 2024-05-09 | 25 | Spouse | OXYOccidental Petroleum Corp | Purchase | $1,001 - $15,000 | eFD → |
| 2024-06-03 | 2024-05-09 | 25 | Spouse | ATKRAtkore Inc | Sale (full) | $1,001 - $15,000 | eFD → |
| 2024-06-03 | 2024-05-09 | 25 | Spouse | SBUXStarbucks Corp | Sale (full) | $1,001 - $15,000 | eFD → |
| 2024-06-03 | 2024-05-02 | 32 | Spouse | US TREASURY BILL | Sale (full) | $50,001 - $100,000 | eFD → |
| 2024-06-03 | 2024-05-02 | 32 | Spouse | US TREASURY BILL | Sale (full) | $50,001 - $100,000 | eFD → |
| 2024-06-03 | 2024-05-02 | 32 | Spouse | US TREASURY BILL | Purchase | $100,001 - $250,000 | eFD → |
| 2024-06-03 | 2024-05-02 | 32 | Spouse | US TREASURY BILL | Sale (full) | $100,001 - $250,000 | eFD → |
| 2024-06-03 | 2024-05-02 | 32 | Spouse | US TREASURY BILL | Sale (full) | $15,001 - $50,000 | eFD → |
| 2024-06-03 | 2024-05-01 | 33 | Spouse | US TREASURY BILL | Purchase | $50,001 - $100,000 | eFD → |
| 2024-06-03 | 2024-05-01 | 33 | Spouse | US TREASURY BILL | Purchase | $15,001 - $50,000 | eFD → |
| 2024-06-03 | 2024-05-01 | 33 | Spouse | US TREASURY BILL | Purchase | $50,001 - $100,000 | eFD → |
| 2024-04-30 | 2024-04-11 | 19 | Spouse | VLOValero Energy Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-04-30 | 2024-04-11 | 19 | Spouse | ENBEnbridge Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2024-04-30 | 2024-04-01 | 29 | Spouse | JPM CONTINGENT AUTOCALL C Rate/Coupon: 10% Matures: 04/01/2024 | Sale (full) | $15,001 - $50,000 | eFD → |
| 2024-03-29 | 2024-03-28 | 1 | Spouse | US TREASURY BILL | Purchase | $15,001 - $50,000 | eFD → |
| 2024-03-29 | 2024-03-28 | 1 | Spouse | MOSMosaic Company | Sale (full) | $1,001 - $15,000 | eFD → |
| 2024-03-29 | 2024-03-28 | 1 | Spouse | NTRNutrien Ltd | Purchase | $1,001 - $15,000 | eFD → |
| 2024-03-29 | 2024-03-28 | 1 | Spouse | US TREASURY BILL | Purchase | $1,001 - $15,000 | eFD → |
| 2024-03-29 | 2024-03-28 | 1 | Spouse | US TREASURY BILL | Purchase | $1,001 - $15,000 | eFD → |
| 2024-03-29 | 2024-03-28 | 1 | Spouse | DDominion Energy Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2024-03-29 | 2024-03-26 | 3 | Spouse | US TREASURY BILL | Sale (full) | $50,001 - $100,000 | eFD → |
| 2024-03-29 | 2024-03-26 | 3 | Spouse | US TREASURY BILL | Sale (full) | $15,001 - $50,000 | eFD → |
| 2024-03-29 | 2024-03-26 | 3 | Spouse | US TREASURY BILL | Sale (full) | $15,001 - $50,000 | eFD → |
| 2024-03-29 | 2024-03-26 | 3 | Spouse | US TREASURY BILL | Purchase | $50,001 - $100,000 | eFD → |
| 2024-03-29 | 2024-03-25 | 4 | Spouse | US TREASURY BILL | Purchase | $15,001 - $50,000 | eFD → |
| 2024-03-29 | 2024-03-25 | 4 | Spouse | US TREASURY BILL | Purchase | $15,001 - $50,000 | eFD → |
| 2024-03-29 | 2024-03-21 | 8 | Spouse | INODInnodata Inc | Sale (full) | $1,001 - $15,000 | eFD → |
| 2024-03-29 | 2024-03-21 | 8 | Spouse | SOFISofi Technologies Inc | Sale (full) | $1,001 - $15,000 | eFD → |
| 2024-03-29 | 2024-03-21 | 8 | Spouse | Arcadium Lithium Plc | Purchase | $1,001 - $15,000 | eFD → |
| 2024-03-29 | 2024-03-19 | 10 | Spouse | US TREASURY BILL | Sale (full) | $50,001 - $100,000 | eFD → |
| 2024-03-29 | 2024-03-19 | 10 | Spouse | US TREASURY BILL | Purchase | $50,001 - $100,000 | eFD → |
| 2024-03-29 | 2024-03-19 | 10 | Spouse | US TREASURY BILL | Sale (full) | $50,001 - $100,000 | eFD → |
| 2024-03-29 | 2024-03-18 | 11 | Spouse | RYDER SYSTEM INC Rate/Coupon: 3.65% Matures: 03/18/2024 | Sale (full) | $1,001 - $15,000 | eFD → |
| 2024-03-29 | 2024-03-18 | 11 | Spouse | US TREASURY BILL | Purchase | $15,001 - $50,000 | eFD → |
| 2024-03-29 | 2024-03-15 | 14 | Spouse | TAMPA ELECTRIC CO Rate/Coupon: 4.9% Matures: 03/01/2029 | Purchase | $1,001 - $15,000 | eFD → |
| 2024-03-29 | 2024-03-13 | 16 | Spouse | CEFSprott Physical Gold & Silver Trust | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-03-29 | 2024-03-13 | 16 | Spouse | CEFSprott Physical Gold & Silver Trust | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-03-29 | 2024-03-13 | 16 | Spouse | CEFSprott Physical Gold & Silver Trust | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-03-29 | 2024-03-13 | 16 | Spouse | Sociedad Quimica Y Minera S.A. ADR | Purchase | $1,001 - $15,000 | eFD → |
| 2024-03-29 | 2024-03-13 | 16 | Spouse | GLDSPDR Gold Trust | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-03-29 | 2024-03-11 | 18 | Spouse | Equitrans Midstream Corp | Sale (full) | $1,001 - $15,000 | eFD → |
| 2024-03-29 | 2024-03-07 | 22 | Spouse | NVDANvidia Corp | Purchase | $1,001 - $15,000 | eFD → |
| 2024-03-29 | 2024-03-07 | 22 | Spouse | AAPLApple Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-03-29 | 2024-03-05 | 24 | Member | Global Clean Energy Ishares ETF | Purchase | $50,001 - $100,000 | eFD → |
| 2024-03-04 | 2024-02-22 | 11 | Spouse | US TREASURY BILL | Purchase | $15,001 - $50,000 | eFD → |
| 2024-03-04 | 2024-02-16 | 17 | Spouse | EQNREquinor ASA | Sale (full) | $1,001 - $15,000 | eFD → |
| 2024-03-04 | 2024-02-16 | 17 | Spouse | TGTTarget Corp | Purchase | $1,001 - $15,000 | eFD → |
| 2024-03-04 | 2024-02-08 | 25 | Spouse | US TREASURY BILL | Sale (full) | $15,001 - $50,000 | eFD → |
| 2024-03-04 | 2024-02-08 | 25 | Spouse | US TREASURY BILL | Purchase | $50,001 - $100,000 | eFD → |
| 2024-03-04 | 2024-02-08 | 25 | Spouse | US TREASURY BILL | Sale (full) | $100,001 - $250,000 | eFD → |
| 2024-03-04 | 2024-02-08 | 25 | Spouse | US TREASURY BILL | Purchase | $50,001 - $100,000 | eFD → |
| 2024-03-04 | 2024-02-07 | 26 | Spouse | US TREASURY BILL | Purchase | $15,001 - $50,000 | eFD → |
| 2024-02-02 | 2024-01-18 | 15 | Spouse | US TREASURY BILL | Sale (full) | $15,001 - $50,000 | eFD → |
| 2024-02-02 | 2024-01-18 | 15 | Spouse | US TREASURY BILL | Sale (full) | $15,001 - $50,000 | eFD → |
| 2024-02-02 | 2024-01-18 | 15 | Spouse | US TREASURY BILL | Sale (full) | $15,001 - $50,000 | eFD → |
| 2024-02-02 | 2024-01-17 | 16 | Spouse | ABTAbbott Laboratories | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-02-02 | 2024-01-17 | 16 | Spouse | TTETotalEnergies SE | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-02-02 | 2024-01-17 | 16 | Spouse | Equitrans Midstream Corp | Purchase | $1,001 - $15,000 | eFD → |
| 2024-02-02 | 2024-01-17 | 16 | Spouse | Goldman Sachs Access Treasury 0-1 Year ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2024-02-02 | 2024-01-17 | 16 | Spouse | US TREASURY BILL | Purchase | $15,001 - $50,000 | eFD → |
| 2024-02-02 | 2024-01-17 | 16 | Spouse | SBUXStarbucks Corp | Purchase | $1,001 - $15,000 | eFD → |
| 2024-02-02 | 2024-01-17 | 16 | Spouse | AESThe Aes Corp | Purchase | $1,001 - $15,000 | eFD → |
| 2024-02-02 | 2024-01-17 | 16 | Spouse | CMECME Group Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2024-02-02 | 2024-01-17 | 16 | Spouse | METMetlife Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-02-02 | 2024-01-17 | 16 | Spouse | Goldman Sachs Access Treasury 0-1 Year ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2024-02-02 | 2024-01-17 | 16 | Spouse | US TREASURY BILL | Purchase | $15,001 - $50,000 | eFD → |
| 2024-02-02 | 2024-01-17 | 16 | Spouse | VLOValero Energy Corp | Purchase | $1,001 - $15,000 | eFD → |
| 2024-02-02 | 2024-01-16 | 17 | Spouse | BROADCOMCORP Rate/Coupon: 3.625% Matures: 01/15/2024 | Sale (full) | $1,001 - $15,000 | eFD → |
| 2024-02-02 | 2024-01-02 | 31 | Spouse | SSentinelone Inc Cl A | Sale (full) | $1,001 - $15,000 | eFD → |
| 2024-02-02 | 2024-01-02 | 31 | Spouse | DELLDell Technologies Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2024-01-03 | 2023-12-26 | 8 | Spouse | US TREASURY BILL | Purchase | $15,001 - $50,000 | eFD → |
| 2024-01-03 | 2023-12-26 | 8 | Spouse | US TREASURY BILL | Purchase | $15,001 - $50,000 | eFD → |
| 2024-01-03 | 2023-12-21 | 13 | Spouse | TRSWF - TransAlta Renewables Inc (Exchanged) Transalta Corp (Received) | Exchange | $1,001 - $15,000 | eFD → |
| 2024-01-03 | 2023-12-19 | 15 | Spouse | US TREASURY BILL | Sale (full) | $15,001 - $50,000 | eFD → |
| 2024-01-03 | 2023-12-19 | 15 | Spouse | US TREASURY BILL | Sale (full) | $50,001 - $100,000 | eFD → |
| 2024-01-03 | 2023-12-19 | 15 | Spouse | US TREASURY BILL | Purchase | $100,001 - $250,000 | eFD → |
| 2024-01-03 | 2023-12-19 | 15 | Spouse | US TREASURY BILL | Sale (full) | $50,001 - $100,000 | eFD → |
| 2024-01-03 | 2023-12-19 | 15 | Spouse | US TREASURY BILL | Sale (full) | $15,001 - $50,000 | eFD → |
| 2024-01-03 | 2023-12-18 | 16 | Spouse | Clearbridge Small Cap Growth Fd Cl I | Purchase | $15,001 - $50,000 | eFD → |
| 2024-01-03 | 2023-12-18 | 16 | Spouse | US TREASURY BILL | Purchase | $15,001 - $50,000 | eFD → |
| 2024-01-03 | 2023-12-18 | 16 | Spouse | Columbia EM Core Ex-China ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2024-01-03 | 2023-12-18 | 16 | Spouse | Columbia EM Core Ex-China ETF | Purchase | $15,001 - $50,000 | eFD → |
| 2024-01-03 | 2023-12-18 | 16 | Spouse | Fidelity Dividend ETF For Rising Rates | Purchase | $1,001 - $15,000 | eFD → |
| 2024-01-03 | 2023-12-18 | 16 | Spouse | ProShares Russell 2000 Dividend Growers ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2024-01-03 | 2023-12-14 | 20 | Spouse | Ranger Equity Bear Bear ETF | Sale (full) | $1,001 - $15,000 | eFD → |
| 2024-01-03 | 2023-12-14 | 20 | Spouse | Ranger Equity Bear Bear ETF | Sale (full) | $15,001 - $50,000 | eFD → |
| 2024-01-03 | 2023-12-14 | 20 | Spouse | Ranger Equity Bear Bear ETF | Sale (full) | $1,001 - $15,000 | eFD → |
| 2024-01-03 | 2023-12-11 | 23 | Spouse | AGXArgan Inc | Sale (full) | $1,001 - $15,000 | eFD → |
| 2024-01-03 | 2023-12-11 | 23 | Spouse | FMCFMC Corp | Purchase | $1,001 - $15,000 | eFD → |
| 2024-01-03 | 2023-12-11 | 23 | Spouse | IRMIron Mountain Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-01-03 | 2023-12-11 | 23 | Spouse | TSMTaiwan Semiconductor Manufacturing Company Ltd. | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-01-03 | 2023-12-11 | 23 | Spouse | MOSMosaic Company | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-01-03 | 2023-12-11 | 23 | Spouse | GLPIGaming and Leisure Properties, Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2024-01-03 | 2023-12-11 | 23 | Spouse | SBUXStarbucks Corp | Purchase | $1,001 - $15,000 | eFD → |
| 2024-01-03 | 2023-12-11 | 23 | Spouse | FNFFidelity National Financial | Sale (full) | $1,001 - $15,000 | eFD → |
| 2024-01-03 | 2023-12-11 | 23 | Spouse | VLOValero Energy Corp | Purchase | $1,001 - $15,000 | eFD → |
| 2024-01-03 | 2023-12-11 | 23 | Spouse | FLNGFlex Lng Ltd | Purchase | $1,001 - $15,000 | eFD → |
| 2024-01-03 | 2023-12-11 | 23 | Spouse | KMBKimberly-Clark Corp | Purchase | $1,001 - $15,000 | eFD → |
| 2024-01-03 | 2023-12-11 | 23 | Spouse | Global X Uranium ETF | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-01-03 | 2023-12-11 | 23 | Spouse | DGXQuest Diagnostics Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2023-11-02 | 2023-10-20 | 13 | Spouse | ProShares Short QQQ | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-11-02 | 2023-10-20 | 13 | Spouse | Ranger Equity Bear Bear ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2023-11-02 | 2023-10-20 | 13 | Spouse | Ranger Equity Bear Bear ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2023-11-02 | 2023-10-20 | 13 | Spouse | Ranger Equity Bear Bear ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2023-11-02 | 2023-10-20 | 13 | Spouse | ProShares Short QQQ | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-11-02 | 2023-10-20 | 13 | Spouse | ProShares Short QQQ | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-11-02 | 2023-10-19 | 14 | Spouse | US TREASURY BILL | Sale (full) | $15,001 - $50,000 | eFD → |
| 2023-11-02 | 2023-10-19 | 14 | Spouse | US TREASURY BILL | Sale (full) | $15,001 - $50,000 | eFD → |
| 2023-11-02 | 2023-10-19 | 14 | Spouse | US TREASURY BILL | Sale (full) | $50,001 - $100,000 | eFD → |
| 2023-11-02 | 2023-10-19 | 14 | Spouse | US TREASURY BILL | Purchase | $50,001 - $100,000 | eFD → |
| 2023-11-02 | 2023-10-19 | 14 | Spouse | US TREASURY BILL | Sale (full) | $15,001 - $50,000 | eFD → |
| 2023-11-02 | 2023-10-18 | 15 | Spouse | US TREASURY BILL | Purchase | $15,001 - $50,000 | eFD → |
| 2023-11-02 | 2023-10-18 | 15 | Spouse | US TREASURY BILL | Purchase | $15,001 - $50,000 | eFD → |
| 2023-11-02 | 2023-10-18 | 15 | Spouse | US TREASURY BILL | Purchase | $50,001 - $100,000 | eFD → |
| 2023-11-02 | 2023-10-04 | 29 | Spouse | GPCRStructure Therapeutics Inc | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-11-02 | 2023-10-04 | 29 | Spouse | Revance Therapeutics, Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2023-10-02 | 2023-09-26 | 6 | Spouse | US TREASURY BILL | Sale (full) | $15,001 - $50,000 | eFD → |
| 2023-10-02 | 2023-09-26 | 6 | Spouse | US TREASURY BILL | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-10-02 | 2023-09-25 | 7 | Spouse | US TREASURY BILL | Purchase | $1,001 - $15,000 | eFD → |
| 2023-10-02 | 2023-09-25 | 7 | Spouse | US TREASURY BILL | Purchase | $15,001 - $50,000 | eFD → |
| 2023-10-02 | 2023-09-21 | 11 | Spouse | US TREASURY BILL | Sale (full) | $15,001 - $50,000 | eFD → |
| 2023-10-02 | 2023-09-21 | 11 | Spouse | US TREASURY BILL | Sale (full) | $50,001 - $100,000 | eFD → |
| 2023-10-02 | 2023-09-21 | 11 | Spouse | US TREASURY BILL | Sale (full) | $15,001 - $50,000 | eFD → |
| 2023-10-02 | 2023-09-21 | 11 | Spouse | US TREASURY BILL | Purchase | $15,001 - $50,000 | eFD → |
| 2023-10-02 | 2023-09-21 | 11 | Spouse | US TREASURY BILL | Sale (full) | $15,001 - $50,000 | eFD → |
| 2023-10-02 | 2023-09-20 | 12 | Spouse | US TREASURY BILL | Purchase | $50,001 - $100,000 | eFD → |
| 2023-10-02 | 2023-09-20 | 12 | Spouse | US TREASURY BILL | Purchase | $15,001 - $50,000 | eFD → |
| 2023-10-02 | 2023-09-20 | 12 | Spouse | US TREASURY BILL | Purchase | $15,001 - $50,000 | eFD → |
| 2023-09-05 | 2023-08-29 | 7 | Spouse | INODInnodata Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2023-09-05 | 2023-08-29 | 7 | Spouse | RMDResmed Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2023-09-05 | 2023-08-29 | 7 | Spouse | NEENextera Energy | Purchase | $1,001 - $15,000 | eFD → |
| 2023-09-05 | 2023-08-29 | 7 | Spouse | AQNAlgonquin Power and Utilities Corp | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-09-05 | 2023-08-29 | 7 | Spouse | SWKSSkyworks Solutions | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-09-05 | 2023-08-29 | 7 | Spouse | CRWDCrowdstrike Holdings Inc | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-09-05 | 2023-08-25 | 11 | Spouse | NTLAIntellia Therapeutics, Inc. - Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-09-05 | 2023-08-23 | 13 | Spouse | ProShares Short QQQ | Purchase | $1,001 - $15,000 | eFD → |
| 2023-09-05 | 2023-08-23 | 13 | Spouse | ProShares Short QQQ | Purchase | $1,001 - $15,000 | eFD → |
| 2023-09-05 | 2023-08-23 | 13 | Spouse | ProShares Short QQQ | Purchase | $1,001 - $15,000 | eFD → |
| 2023-09-05 | 2023-08-22 | 14 | Spouse | MPTMedical Properties Trust | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-09-05 | 2023-08-22 | 14 | Spouse | ROKRockwell Automation Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2023-09-05 | 2023-08-18 | 18 | Spouse | ProShares Short QQQ | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-09-05 | 2023-08-18 | 18 | Spouse | ProShares Short QQQ | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-09-05 | 2023-08-16 | 20 | Spouse | John Hancock Multifactor Emerging Markets ETF | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-09-05 | 2023-08-16 | 20 | Spouse | John Hancock Multifactor Emerging Markets ETF | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-09-05 | 2023-08-16 | 20 | Spouse | Columbia EM Core Ex-China ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2023-09-05 | 2023-08-15 | 21 | Spouse | BAHBooz Allen Hamilton Holding Corp | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-09-05 | 2023-08-10 | 26 | Spouse | SOFISofi Technologies Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2023-09-05 | 2023-08-10 | 26 | Spouse | RMBSRambus Inc | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-09-05 | 2023-08-04 | 32 | Spouse | FTNTFortinet Inc | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-09-05 | 2023-08-02 | 34 | Spouse | US TREASURY BILL | Purchase | $15,001 - $50,000 | eFD → |
| 2023-08-02 | 2023-07-28 | 5 | Spouse | US TREASURY BILL | Purchase | $15,001 - $50,000 | eFD → |
| 2023-08-02 | 2023-07-28 | 5 | Spouse | US TREASURY BILL | Purchase | $50,001 - $100,000 | eFD → |
| 2023-08-02 | 2023-07-28 | 5 | Spouse | US TREASURY BILL | Purchase | $15,001 - $50,000 | eFD → |
| 2023-08-02 | 2023-07-27 | 6 | Spouse | US TREASURY BILL | Sale (full) | $15,001 - $50,000 | eFD → |
| 2023-08-02 | 2023-07-27 | 6 | Spouse | US TREASURY BILL | Sale (full) | $15,001 - $50,000 | eFD → |
| 2023-08-02 | 2023-07-13 | 20 | Spouse | Ranger Equity Bear Bear ETF | Sale (full) | $15,001 - $50,000 | eFD → |
| 2023-08-02 | 2023-07-13 | 20 | Spouse | US TREASURY BILL | Sale (full) | $15,001 - $50,000 | eFD → |
| 2023-08-02 | 2023-07-13 | 20 | Spouse | Ranger Equity Bear Bear ETF | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-08-02 | 2023-07-13 | 20 | Spouse | ProShares Short QQQ | Purchase | $1,001 - $15,000 | eFD → |
| 2023-08-02 | 2023-07-13 | 20 | Spouse | US TREASURY BILL | Sale (full) | $50,001 - $100,000 | eFD → |
| 2023-08-02 | 2023-07-13 | 20 | Spouse | US TREASURY BILL | Sale (full) | $15,001 - $50,000 | eFD → |
| 2023-08-02 | 2023-07-13 | 20 | Spouse | ProShares Short QQQ | Purchase | $1,001 - $15,000 | eFD → |
| 2023-08-02 | 2023-07-10 | 23 | Spouse | FNFFidelity National Financial | Purchase | $1,001 - $15,000 | eFD → |
| 2023-08-02 | 2023-07-10 | 23 | Spouse | VZVerizon Communications Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2023-08-02 | 2023-07-06 | 27 | Spouse | US TREASURY BILL | Purchase | $15,001 - $50,000 | eFD → |
| 2023-08-02 | 2023-07-06 | 27 | Spouse | US TREASURY BILL | Purchase | $15,001 - $50,000 | eFD → |
| 2023-06-30 | 2023-06-20 | 10 | Spouse | TTTrane Technologies plc | Purchase | $1,001 - $15,000 | eFD → |
| 2023-06-30 | 2023-06-20 | 10 | Spouse | US TREASURY BILL | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-06-30 | 2023-06-20 | 10 | Spouse | ETNEaton Corporation, PLC Ordinary Shares | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-06-30 | 2023-06-20 | 10 | Spouse | US TREASURY BILL | Sale (full) | $15,001 - $50,000 | eFD → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2025 report.
203 assets with a value on the report filed 2025-01-16, 116 of them shares or options of a listed company. Values are the ranges on the form. Assets are held by the member, a spouse or a dependent child, as reported. Open the report.
| Asset | Type | Owner | Value (as filed) |
|---|---|---|---|
| Morgan Stanley Bank NA | Other | Member | $1,001 - $15,000 |
| DUKDuke Energy Corporation (NYSE) | Stock | Member | $15,001 - $50,000 |
| LNCLincoln National Corporation (NYSE) | Stock | Member | $50,001 - $100,000 |
| ENB-Enbridge Inc. | Stock | Member | $15,001 - $50,000 |
| SPDR S&P 500 ETF Trust | Fund | Member | $50,001 - $100,000 |
| MDY-SPDR S&P MidCap 400 | Fund | Member | $50,001 - $100,000 |
| Invesco Greater China Fund Cl A | Fund | Member | $15,001 - $50,000 |
| DOWDow Inc. | Stock | Member | $15,001 - $50,000 |
| CTVACorteva, Inc. | Stock | Member | $15,001 - $50,000 |
| DDDuPont de Nemours, Inc. | Stock | Member | $15,001 - $50,000 |
| CC-The Chemours Company | Stock | Member | $1,001 - $15,000 |
| Citizens Bank | Other | Joint | $100,001 - $250,000 |
| M & T Bank | Other | Joint | $15,001 - $50,000 |
| Rental Property | Other | Joint | $500,001 - $1,000,000 |
| Rental Property | Other | Joint | $1,000,001 - $5,000,000 |
| Unimproved Land | Other | Joint | $500,001 - $1,000,000 |
| Capital One | Other | Spouse | $15,001 - $50,000 |
| Morgan Stanley Bank N.A. | Other | Spouse | $15,001 - $50,000 |
| LGILazard Global Total Return and Income Fund, Inc. | Stock | Spouse | $1,001 - $15,000 |
| First Trust NASDAQ Cybersecurity ETF | Fund | Spouse | $1,001 - $15,000 |
| VictoryShares US 500 Volatility Wtd ETF | Fund | Spouse | $1,001 - $15,000 |
| Goldman Sachs Access Treasury 0-1 Year ETF | Fund | Spouse | $15,001 - $50,000 |
| CEFSprott Physical Gold and Silver Trust | Stock | Spouse | $1,001 - $15,000 |
| Pacer Benchmark Data & Infrastructure Real Estate | Fund | Spouse | $1,001 - $15,000 |
| Abbey Capital Futures Strategy Fund- Class I Sha | Fund | Spouse | $1,001 - $15,000 |
| Fidelity Dividend ETF For Rising Rates | Fund | Spouse | $1,001 - $15,000 |
| GS Activebeta U.S. Small Cap Equity ETF | Fund | Spouse | $1,001 - $15,000 |
| Invesco S&P 500 GARP ETF | Fund | Spouse | $1,001 - $15,000 |
| Invesco S&P Emerging Markets Low Volatility ETF | Fund | Spouse | $1,001 - $15,000 |
| iShares U.S. Aerospace & Defense ETF | Fund | Spouse | $1,001 - $15,000 |
| John Hancock Multifactor Mid Cap ETF | Fund | Spouse | $1,001 - $15,000 |
| SPDR S&P Global Natural Resources ETF | Fund | Spouse | $1,001 - $15,000 |
| Catalyst/Millburn Hedge Strategy Fund Class I | Fund | Spouse | $1,001 - $15,000 |
| Goldman Sachs Gqg Partners International Opportu | Fund | Spouse | $1,001 - $15,000 |
| Columbia EM Core Ex-China ETF | Fund | Spouse | $1,001 - $15,000 |
| Nasdaq 100 Technology Index Fund | Fund | Spouse | $1,001 - $15,000 |
| Global X Uranium ETF | Fund | Spouse | $1,001 - $15,000 |
| iShares Core S&P 500 | Fund | Spouse | $1,001 - $15,000 |
| iShares Core S&P Small-Cap | Fund | Spouse | $1,001 - $15,000 |
| iShares Russell 1000 Value ETF | Fund | Spouse | $1,001 - $15,000 |
| ProShares Investment Grade-Interest Rate Hedged | Fund | Spouse | $1,001 - $15,000 |
| Vanguard Health Care ETF | Fund | Spouse | $1,001 - $15,000 |
| Vanguard FTSE Developed Markets ETF | Fund | Spouse | $1,001 - $15,000 |
| Vanguard Div Appreciation ETF | Fund | Spouse | $1,001 - $15,000 |
| Pacer Developed Markets International Cash Cows 10 | Fund | Spouse | $1,001 - $15,000 |
| Pacer US Cash Cows 100 ETF | Fund | Spouse | $1,001 - $15,000 |
| Pacer US Small Cap Cash Cows 100 ETF | Fund | Spouse | $1,001 - $15,000 |
| Morgan Stanley Private Bank NA | Other | Spouse | None (or less than $1,001) |
| AAPL-Apple Inc. (NASDAQ) | Stock | Spouse | $500,001 - $1,000,000 |
| CVXChevron Corporation (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| MS CPI and SPX Floating Rate Principal Protection Note | Bond | Spouse | $15,001 - $50,000 |
| ALLAllstate Corp | Stock | Spouse | $15,001 - $50,000 |
| BACBank of America | Stock | Spouse | $1,001 - $15,000 |
| GE Aerospace Common Stock | Stock | Spouse | $1,001 - $15,000 |
| GOOGAlphabet Inc. | Stock | Spouse | $100,001 - $250,000 |
| VZVerizon Communications | Stock | Spouse | $1,001 - $15,000 |
| iShares MSCI Emerging Markets | Fund | Spouse | $1,001 - $15,000 |
| HQLAbrdn Life Sciences Investors Fund | Stock | Spouse | $1,001 - $15,000 |
| ACAP Strategic Fund | Fund | Spouse | $50,001 - $100,000 |
| SNOWSnowflake Inc. Class A Common Stock | Stock | Spouse | $1,001 - $15,000 |
| TSLATesla, Inc. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| VFCV.F. Corporation Common Stock | Stock | Spouse | $1,001 - $15,000 |
| WWWW International, Inc. - Common Stock | Stock | Spouse | None (or less than $1,001) |
| NVDANVIDIA Corporation - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| GEHCGE Healthcare Technologies Inc | Stock | Spouse | None (or less than $1,001) |
| GEVGE Vernova Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| Morgan Stanley Bank NA | Other | Spouse | $50,001 - $100,000 |
| ABBVAbbVie Inc. | Stock | Spouse | $15,001 - $50,000 |
| HONHoneywell International Inc. | Stock | Spouse | $15,001 - $50,000 |
| JNJJohnson & Johnson | Stock | Spouse | $1,001 - $15,000 |
| JPMJPMorgan Chase & Co. | Stock | Spouse | $15,001 - $50,000 |
| NKENIKE, Inc. | Stock | Spouse | $15,001 - $50,000 |
| SHELRoyal Dutch Shell PLC American Depositary Shares ( | Stock | Spouse | $1,001 - $15,000 |
| VZVerizon Communications Inc. | Stock | Spouse | $1,001 - $15,000 |
| Goldman Sachs Group Inc Floating Rt A | Stock | Spouse | $1,001 - $15,000 |
| FT Energy Income Partners Enhanced ETF | Stock | Spouse | $15,001 - $50,000 |
| NMLNeuberger Berman MLP Income Fund Inc. | Stock | Spouse | $1,001 - $15,000 |
| Invesco NASDAQ Internet ETF | Fund | Spouse | $15,001 - $50,000 |
| SPY-SPDR S&P 500 ETF | Fund | Spouse | $100,001 - $250,000 |
| Vanguard Health Care ETF | Fund | Spouse | $15,001 - $50,000 |
| CEFSprott Physical Gold and Silver Trust | Stock | Spouse | $1,001 - $15,000 |
| AMZNAmazon.com, Inc. | Stock | Spouse | $15,001 - $50,000 |
| LDPCohen & Steers Limited Duration Preferred and Inco | Stock | Spouse | $1,001 - $15,000 |
| Goldman Sachs Access Treasury 0-1 Year ETF | Fund | Spouse | $1,001 - $15,000 |
| AAgilent Technologies, Inc. Common Stock | Stock | Spouse | None (or less than $1,001) |
| ACGLArch Capital Group Ltd. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| INTAIntapp, Inc. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| MGMMGM Resorts International Common Stock | Stock | Spouse | $1,001 - $15,000 |
| NEENextEra Energy, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| PAASPan American Silver Corp. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| RMDResMed Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| SFMSprouts Farmers Market, Inc. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| SNPSSynopsys, Inc. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| VanEck Vectors Gold Miners ETF | Fund | Spouse | $1,001 - $15,000 |
| Arcadium Lithium Plc | Stock | Spouse | $1,001 - $15,000 |
| DELLDell Technologies Inc | Stock | Spouse | $1,001 - $15,000 |
| Morgan Stanley Bank N.A. | Other | Spouse | $50,001 - $100,000 |
| ABTAbbott Laboratories | Stock | Spouse | $1,001 - $15,000 |
| AREAlexandria Real Estate Equities, Inc. | Stock | Spouse | $1,001 - $15,000 |
| AAPLApple Inc. | Stock | Spouse | $1,001 - $15,000 |
| BMYBristol-Myers Squibb Company | Stock | Spouse | $1,001 - $15,000 |
| CSCOCisco Systems, Inc. | Stock | Spouse | $1,001 - $15,000 |
| GLWCorning Incorporated | Stock | Spouse | $1,001 - $15,000 |
| DEODiageo plc | Stock | Spouse | $1,001 - $15,000 |
| HASIHannon Armstrong Sustainable Infrastructure Capita | Stock | Spouse | $1,001 - $15,000 |
| LHXL3Harris Technologies, Inc. | Stock | Spouse | $1,001 - $15,000 |
| HONHoneywell International Inc. | Stock | Spouse | $1,001 - $15,000 |
| IRMIron Mountain Incorporated | Stock | Spouse | $1,001 - $15,000 |
| JNJJohnson & Johnson | Stock | Spouse | $1,001 - $15,000 |
| METMetLife, Inc. | Stock | Spouse | $1,001 - $15,000 |
| MSFTMicrosoft Corporation | Stock | Spouse | $1,001 - $15,000 |
| NVDANVIDIA Corporation | Stock | Spouse | $15,001 - $50,000 |
| PGThe Procter & Gamble Company | Stock | Spouse | $1,001 - $15,000 |
| QCOMQUALCOMM Incorporated | Stock | Spouse | $1,001 - $15,000 |
| TMOThermo Fisher Scientific Inc. | Stock | Spouse | $1,001 - $15,000 |
| VVisa Inc. | Stock | Spouse | $1,001 - $15,000 |
| ARCCAres Capital Corporation | Stock | Spouse | $1,001 - $15,000 |
| CEFSprott Physical Gold and Silver Trust | Stock | Spouse | $1,001 - $15,000 |
| GLADGladstone Capital Corporation | Stock | Spouse | $15,001 - $50,000 |
| iShares Russell 1000 Value ETF | Fund | Spouse | $1,001 - $15,000 |
| iShares Russell 2000 Value ETF | Fund | Spouse | $1,001 - $15,000 |
| Pacer Trendpilot US Mid Cap ETF | Fund | Spouse | $1,001 - $15,000 |
| PTLC-Pacer Trendpilot US Large Cap ETF | Fund | Spouse | $15,001 - $50,000 |
| GLDSPDR Gold Shares | Fund | Spouse | $1,001 - $15,000 |
| ABBVAbbVie Inc. | Stock | Spouse | $1,001 - $15,000 |
| CVSCVS Health Corporation | Stock | Spouse | $1,001 - $15,000 |
| RTXRaytheon Technologies Corporation Common Stock | Stock | Spouse | $1,001 - $15,000 |
| Pacer Trendpilot 100 ETF | Fund | Spouse | $15,001 - $50,000 |
| Goldman Sachs Access Treasury 0-1 Year ETF | Fund | Spouse | $50,001 - $100,000 |
| DGXQuest Diagnostics Incorporated | Stock | Spouse | $1,001 - $15,000 |
| SWKSSkyworks Solutions, Inc. | Stock | Spouse | $1,001 - $15,000 |
| TSMTaiwan Semiconductor Manufacturing Company Limited | Stock | Spouse | $1,001 - $15,000 |
| APOApollo Global Management, Inc. | Stock | Spouse | $1,001 - $15,000 |
| NVONovo Nordisk A/S | Stock | Spouse | $1,001 - $15,000 |
| PEPPepsiCo, Inc. | Stock | Spouse | $1,001 - $15,000 |
| PFEPfizer Inc. | Stock | Spouse | $1,001 - $15,000 |
| CWENClearway Energy, Inc. Class C Common Stock | Stock | Spouse | $1,001 - $15,000 |
| GLPIGaming and Leisure Properties, Inc. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| AMTAmerican Tower Corporation (REIT) Common Stock | Stock | Spouse | $1,001 - $15,000 |
| iShares U.S. Aerospace & Defense ETF | Fund | Spouse | $15,001 - $50,000 |
| ProShares Investment Grade-Interest Rate Hedged | Fund | Spouse | $15,001 - $50,000 |
| Abbey Capital Futures Strategy Fund- Class I Sha | Fund | Spouse | $15,001 - $50,000 |
| Catalyst/Millburn Hedge Strategy Fund Class I | Fund | Spouse | $1,001 - $15,000 |
| Clearbridge Small Cap Growth Fd Cl I | Fund | Spouse | $15,001 - $50,000 |
| BHPBHP Group Limited American Depositary Shares (Each | Stock | Spouse | $1,001 - $15,000 |
| BSMBlack Stone Minerals LP | Stock | Spouse | $1,001 - $15,000 |
| CMECME Group Inc. - Class A Common Stock | Stock | Spouse | $1,001 - $15,000 |
| DHRDanaher Corporation Common Stock | Stock | Spouse | $1,001 - $15,000 |
| DLRDigital Realty Trust, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| FPIFarmland Partners Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| FLNGFLEX LNG Ltd. Ordinary Shares | Stock | Spouse | $1,001 - $15,000 |
| FMCFMC Corporation Common Stock | Stock | Spouse | $1,001 - $15,000 |
| KMBKimberly-Clark Corporation Common Stock | Stock | Spouse | $1,001 - $15,000 |
| NVSNovartis Ag ADR | Stock | Spouse | $1,001 - $15,000 |
| ROKRockwell Automation, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| Sandstorm Gold Ltd. Ordinary Shares (Canada) | Stock | Spouse | $1,001 - $15,000 |
| Sociedad Quimica y Minera S.A. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| TTTrane Technologies Plc | Stock | Spouse | $1,001 - $15,000 |
| VLOValero Energy Corporation Common Stock | Stock | Spouse | $1,001 - $15,000 |
| VZVerizon Communications Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| WMWaste Management, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| Columbia EM Core Ex-China ETF | Fund | Spouse | $15,001 - $50,000 |
| Global X Uranium ETF | Fund | Spouse | $1,001 - $15,000 |
| S&P Global Natural Resources SPDR | Fund | Spouse | $1,001 - $15,000 |
| Tampa Electric Co cusip 875127bm3 | Bond | Spouse | $1,001 - $15,000 |
| Vanguard FTSE Developed Markets ETF | Fund | Spouse | $1,001 - $15,000 |
| TGTTarget Corp | Stock | Spouse | $1,001 - $15,000 |
| OXYOccidental Petroleum Corp | Stock | Spouse | $1,001 - $15,000 |
| NTRNutrien Ltd | Stock | Spouse | $1,001 - $15,000 |
| ENBEnbridge Inc | Stock | Spouse | $1,001 - $15,000 |
| EMREmerson Electric Company | Stock | Spouse | $1,001 - $15,000 |
| DDominion Energy Inc | Stock | Spouse | $1,001 - $15,000 |
| AESThe Aes Corp | Stock | Spouse | $1,001 - $15,000 |
| Morgan Stanley Private Bank NA | Other | Spouse | $100,001 - $250,000 |
| BAThe Boeing Company | Stock | Spouse | $1,001 - $15,000 |
| CCThe Chemours Company | Stock | Spouse | $15,001 - $50,000 |
| CSCOCisco Systems, Inc. | Stock | Spouse | $15,001 - $50,000 |
| DOWDow Inc. | Stock | Spouse | $50,001 - $100,000 |
| JNJJohnson & Johnson | Stock | Spouse | $15,001 - $50,000 |
| LNCLincoln National Corporation | Stock | Spouse | $15,001 - $50,000 |
| METMetLife, Inc. | Stock | Spouse | $50,001 - $100,000 |
| PFEPfizer Inc. | Stock | Spouse | $1,001 - $15,000 |
| PGThe Procter & Gamble Company | Stock | Spouse | $15,001 - $50,000 |
| TACTransalta Corp | Stock | Spouse | $1,001 - $15,000 |
| DISThe Walt Disney Company | Stock | Spouse | $1,001 - $15,000 |
| WELLWelltower Inc | Stock | Spouse | $15,001 - $50,000 |
| First Trust Dow Jones Internet ETF | Fund | Spouse | $15,001 - $50,000 |
| CTVACorteva, Inc. | Stock | Spouse | $50,001 - $100,000 |
| DDDuPont de Nemours, Inc. | Stock | Spouse | $50,001 - $100,000 |
| BMYBristol-Myers Squibb Company | Stock | Spouse | $15,001 - $50,000 |
| NTAPNetApp, Inc. | Stock | Spouse | $15,001 - $50,000 |
| Aberdeen Ultra Short Municipal Income Fund Class A | Fund | Spouse | $50,001 - $100,000 |
| IFFInternationa Flavors & Fragrances, Inc. Common Sto | Stock | Spouse | $1,001 - $15,000 |
| BMNBlackRock 2037 Municipal Target Term Trust Common | Stock | Spouse | $15,001 - $50,000 |
| Morgan Stanley Bank N.A. | Other | Spouse | $1,001 - $15,000 |
| TIAA-CREF | Other | Spouse | $15,001 - $50,000 |
| Vanguard Target Retirement Income Fund | Fund | Spouse | $100,001 - $250,000 |
| Vanguard Target Retirement 2030 Fund | Fund | Spouse | $100,001 - $250,000 |
| Vanguard Target Retirement 2060 Fund | Fund | Spouse | $100,001 - $250,000 |
| Vanguard Emerging Markets Stock Index Fund Institu | Fund | Spouse | $1,001 - $15,000 |
| Vanguard Extended Market Index Fund Institutional | Fund | Spouse | $15,001 - $50,000 |
| Vanguard Developed Markets Index Fund Institutiona | Fund | Spouse | $1,001 - $15,000 |
| Global Clean Energy Ishares ETF | Fund | Member | $15,001 - $50,000 |
How reports are read: holdings methodology.