Congressional stock trades · Member
Shelley Moore Capito
Senator · WV · Republican
250 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 10 annual reports are below.
Current committees: Senate Committee on Appropriations; Senate Committee on Commerce, Science, and Transportation; Senate Committee on Environment and Public Works; Senate Committee on Rules and Administration.
| Disclosed | Traded | Days | Owner | Asset | Type | Amount range (as filed) | Source |
|---|---|---|---|---|---|---|---|
| 2026-08-04 | 2026-07-21 | 14 | Spouse | AAPLApple Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-08-04 | 2026-07-21 | 14 | Spouse | KOCoca-Cola Company (The) Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-08-04 | 2026-07-21 | 14 | Spouse | CSCOCisco Systems, Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-08-04 | 2026-07-21 | 14 | Spouse | MSFTMicrosoft Corporation - Common Stock | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2026-08-04 | 2026-07-21 | 14 | Spouse | INTCIntel Corporation - Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-07-06 | 2026-06-16 | 20 | Spouse | CCitigroup New Inc (C) | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-05-07 | 2026-04-17 | 20 | Spouse | AAPLApple Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-05-07 | 2026-04-17 | 20 | Spouse | CEGConstellation Energy Corporation - Common Stock When-Issued | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-05-07 | 2026-04-13 | 24 | Spouse | AVGOBroadcom Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-04-12 | 2026-03-28 | 15 | Spouse | MAMastercard Incorporated Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-04-04 | 2026-03-31 | 4 | Spouse | FDSFactSet Research Systems Inc. Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-04-04 | 2026-03-26 | 9 | Spouse | FDSFactSet Research Systems Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-04-04 | 2026-03-25 | 10 | Spouse | FDSFactSet Research Systems Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-04-04 | 2026-03-12 | 23 | Spouse | PNCPNC Financial Services Group, Inc. (The) Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-04-04 | 2026-03-11 | 24 | Spouse | AXPAmerican Express Company Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-03-04 | 2026-02-24 | 8 | Spouse | ITWIllinois Tool Works Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-03-04 | 2026-02-20 | 12 | Spouse | PAYXPaychex, Inc. - Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-03-04 | 2026-02-10 | 22 | Spouse | ADIAnalog Devices, Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-03-04 | 2026-02-10 | 22 | Spouse | BLKBlackRock, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-03-04 | 2026-02-09 | 23 | Spouse | AVGOBroadcom Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-03-04 | 2026-02-09 | 23 | Spouse | GOOGL - Alphabet Inc. - Class C Capital Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-02-05 | 2026-01-28 | 8 | Spouse | SBUXStarbucks Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-01-06 | 2025-12-16 | 21 | Spouse | MSFTMicrosoft Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-01-06 | 2025-12-16 | 21 | Spouse | AAPLApple Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-01-06 | 2025-12-16 | 21 | Spouse | GOOGLAlphabet Cl A | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-01-06 | 2025-12-11 | 26 | Spouse | Kellanova | Sale (full) | $1,001 - $15,000 | eFD → |
| 2025-12-04 | 2025-11-13 | 21 | Spouse | LOWLowe's Companies | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-12-04 | 2025-11-13 | 21 | Spouse | METAMeta Platforms Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2025-12-04 | 2025-11-13 | 21 | Spouse | PAYXPaychex Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-11-04 | 2025-10-29 | 6 | Spouse | MSFTMicrosoft Corp | Sale (full) | $15,001 - $50,000 | eFD → |
| 2025-11-04 | 2025-10-29 | 6 | Spouse | CCitigroup Inc New (C) | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-11-04 | 2025-10-29 | 6 | Spouse | IBMIntl Business Machines | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2025-11-04 | 2025-10-24 | 11 | Spouse | LLYEli Lilly and Company | Purchase | $1,001 - $15,000 | eFD → |
| 2025-11-04 | 2025-10-22 | 13 | Spouse | MSFTMicrosoft Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-11-04 | 2025-10-21 | 14 | Spouse | PAYXPaychex Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-11-04 | 2025-10-21 | 14 | Spouse | LOWLowe's Companies | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-11-04 | 2025-10-20 | 15 | Spouse | LOWLowe's Companies | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-11-04 | 2025-10-17 | 18 | Spouse | CVXChevron Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-11-04 | 2025-10-17 | 18 | Spouse | COSTCostco Wholesale | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-10-05 | 2025-09-18 | 17 | Spouse | MSFTMicrosoft Corp | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2025-10-05 | 2025-09-18 | 17 | Spouse | AAPLApple Inc | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2025-09-03 | 2025-08-04 | 30 | Spouse | BLKBlackrock Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-09-03 | 2025-08-01 | 33 | Spouse | PLDPrologis Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2025-09-03 | 2025-08-01 | 33 | Spouse | SHWSherwin-Williams Company | Purchase | $1,001 - $15,000 | eFD → |
| 2025-08-04 | 2025-07-31 | 4 | Spouse | PPGPPG Industries | Sale (full) | $1,001 - $15,000 | eFD → |
| 2025-08-04 | 2025-07-31 | 4 | Spouse | CLColgate-Palmolive Company | Sale (full) | $1,001 - $15,000 | eFD → |
| 2025-08-04 | 2025-07-31 | 4 | Spouse | GDGeneral Dynamics Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-08-04 | 2025-07-30 | 5 | Spouse | PPGPPG Industries | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-08-04 | 2025-07-29 | 6 | Spouse | GOOGLAlphabet Cl A | Purchase | $1,001 - $15,000 | eFD → |
| 2025-08-04 | 2025-07-29 | 6 | Spouse | METAMeta Platforms Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2025-08-04 | 2025-07-18 | 17 | Spouse | AFLAflac Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-08-04 | 2025-07-18 | 17 | Spouse | MSFTMicrosoft Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-08-04 | 2025-07-18 | 17 | Spouse | AVGOBroadcom Ltd | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-08-04 | 2025-07-18 | 17 | Spouse | AAPLApple Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-08-04 | 2025-07-18 | 17 | Spouse | JPMJP Morgan Chase & Company | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-08-04 | 2025-07-17 | 18 | Spouse | CBChubb Ltd | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-08-04 | 2025-07-01 | 34 | Spouse | AXPAmerican Express Company | Purchase | $15,001 - $50,000 | eFD → |
| 2025-07-04 | 2025-06-23 | 11 | Spouse | UNHUnitedhealth Group Inc | Sale (full) | $1,001 - $15,000 | eFD → |
| 2025-07-04 | 2025-06-18 | 16 | Spouse | XOMExxon Mobil Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-07-04 | 2025-06-18 | 16 | Spouse | CCitigroup Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-07-04 | 2025-06-18 | 16 | Spouse | WFCWells Fargo & Company | Sale (full) | $1,001 - $15,000 | eFD → |
| 2025-07-04 | 2025-06-18 | 16 | Spouse | ADIAnalog Devices | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-07-04 | 2025-06-18 | 16 | Spouse | MSFTMicrosoft Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-06-13 | 2025-05-08 | 36 | Spouse | GOOGLAlphabet Cl A | Purchase | $1,001 - $15,000 | eFD → |
| 2025-05-07 | 2025-04-29 | 8 | Spouse | GOOGLAlphabet Cl A | Purchase | $1,001 - $15,000 | eFD → |
| 2025-05-07 | 2025-04-11 | 26 | Spouse | TGTTarget Corp | Sale (full) | $1,001 - $15,000 | eFD → |
| 2025-05-07 | 2025-04-10 | 27 | Spouse | NKENike Inc | Sale (full) | $1,001 - $15,000 | eFD → |
| 2025-04-10 | 2025-03-26 | 15 | Spouse | METAMeta Platforms Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2025-04-10 | 2025-03-26 | 15 | Spouse | CEGConstellation Energy Corp | Purchase | $1,001 - $15,000 | eFD → |
| 2025-03-06 | 2025-02-25 | 9 | Spouse | METAMeta Platforms Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2025-03-06 | 2025-02-24 | 10 | Spouse | ABTAbbott Laboratories | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-03-06 | 2025-02-24 | 10 | Spouse | ACNAccenture Plc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-03-06 | 2025-02-24 | 10 | Spouse | CMCSAComcast Corp A | Sale (full) | $1,001 - $15,000 | eFD → |
| 2025-03-06 | 2025-02-05 | 29 | Spouse | AAPLApple Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-03-06 | 2025-02-04 | 30 | Spouse | MSFTMicrosoft Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-03-06 | 2025-02-04 | 30 | Spouse | CEGConstellation Energy Corp | Purchase | $1,001 - $15,000 | eFD → |
| 2025-02-13 | 2025-01-17 | 27 | Spouse | ITWIllinois Tool Works Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-02-13 | 2025-01-17 | 27 | Spouse | PSXPhillips 66 | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-02-13 | 2025-01-17 | 27 | Spouse | JPMJP Morgan Chase & Company | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-02-13 | 2025-01-17 | 27 | Spouse | AFLAflac Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-02-13 | 2025-01-17 | 27 | Spouse | LOWLowe's Companies | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-02-13 | 2025-01-17 | 27 | Spouse | BLKBlackrock Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-02-13 | 2025-01-17 | 27 | Spouse | MSFTMicrosoft Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-02-13 | 2025-01-17 | 27 | Spouse | AAPLApple Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-02-13 | 2025-01-17 | 27 | Spouse | CBChubb Ltd | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-02-13 | 2025-01-17 | 27 | Spouse | GWWW.W. Grainger | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-02-13 | 2025-01-13 | 31 | Spouse | ADIAnalog Devices | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-02-13 | 2025-01-03 | 41 | Spouse | MSFTMicrosoft Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-01-06 | 2024-12-27 | 10 | Spouse | GE Aerospace | Purchase | $1,001 - $15,000 | eFD → |
| 2025-01-06 | 2024-12-20 | 17 | Spouse | UNHUnitedhealth Group Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-01-06 | 2024-12-16 | 21 | Spouse | MSFTMicrosoft Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-01-06 | 2024-12-13 | 24 | Spouse | LOWLowe's Companies | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-01-06 | 2024-12-12 | 25 | Spouse | AVGOBroadcom Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2024-11-12 | 2024-10-08 | 35 | Spouse | CSLCarlisle Companies Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2024-10-05 | 2024-09-25 | 10 | Spouse | NSCNorfolk Southern Corp | Sale (full) | $1,001 - $15,000 | eFD → |
| 2024-10-05 | 2024-09-20 | 15 | Spouse | NKENike Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-10-05 | 2024-09-20 | 15 | Spouse | AAPLApple Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-10-05 | 2024-09-20 | 15 | Spouse | GWWW.W. Grainger | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-10-05 | 2024-09-20 | 15 | Spouse | ACNAccenture Plc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-10-05 | 2024-09-20 | 15 | Spouse | MSFTMicrosoft Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-09-05 | 2024-08-28 | 8 | Spouse | NKENike Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2024-09-05 | 2024-08-27 | 9 | Spouse | AVGOBroadcom Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2024-09-05 | 2024-08-22 | 14 | Spouse | NSCNorfolk Southern Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-08-11 | 2024-07-25 | 17 | Spouse | LOWLowe's Companies | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-08-11 | 2024-07-25 | 17 | Spouse | PEPPepsico Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-08-11 | 2024-07-17 | 25 | Spouse | XOMExxon Mobil Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-08-11 | 2024-07-17 | 25 | Spouse | MSFTMicrosoft Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-08-11 | 2024-07-17 | 25 | Spouse | CCitigroup Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-08-11 | 2024-07-01 | 41 | Spouse | AVGOBroadcom Ltd | Purchase | $1,001 - $15,000 | eFD → |
| 2024-07-11 | 2024-06-27 | 14 | Spouse | APDAir Products and Chemicals | Sale (full) | $1,001 - $15,000 | eFD → |
| 2024-05-13 | 2024-04-23 | 20 | Spouse | AAPLApple Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-05-13 | 2024-04-23 | 20 | Spouse | MSFTMicrosoft Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-05-13 | 2024-04-23 | 20 | Spouse | JPMJP Morgan Chase & Company | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-05-13 | 2024-04-09 | 34 | Spouse | MSFTMicrosoft Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-05-13 | 2024-04-09 | 34 | Spouse | AAPLApple Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-05-13 | 2024-04-09 | 34 | Spouse | GWWW.W. Grainger | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-05-13 | 2024-04-09 | 34 | Spouse | SPGIS&P Global Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-03-15 | 2024-02-27 | 17 | Spouse | ZTSZoetis Inc Cl A | Purchase | $15,001 - $50,000 | eFD → |
| 2024-03-15 | 2024-02-23 | 21 | Spouse | SBUXStarbucks Corp | Purchase | $15,001 - $50,000 | eFD → |
| 2024-03-15 | 2024-02-15 | 29 | Spouse | BDXBecton Dickinson and Company | Sale (full) | $1,001 - $15,000 | eFD → |
| 2024-03-15 | 2024-02-09 | 35 | Spouse | MDTMedtronic Inc | Sale (full) | $1,001 - $15,000 | eFD → |
| 2024-02-14 | 2024-01-19 | 26 | Member | ENBEnbridge Inc | Sale (full) | $1,001 - $15,000 | eFD → |
| 2024-02-14 | 2024-01-19 | 26 | Spouse | ESEversource Energy | Sale (full) | $1,001 - $15,000 | eFD → |
| 2024-01-12 | 2023-12-29 | 14 | Member | TFCTruist Financial Corp | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2024-01-12 | 2023-12-19 | 24 | Spouse | JPMJP Morgan Chase & Company | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-01-12 | 2023-12-19 | 24 | Spouse | ACNAccenture Plc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-01-12 | 2023-12-19 | 24 | Spouse | MSFTMicrosoft Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-01-12 | 2023-12-19 | 24 | Spouse | AAPLApple Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-01-12 | 2023-12-19 | 24 | Spouse | ADIAnalog Devices | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-01-12 | 2023-12-18 | 25 | Spouse | MSFTMicrosoft Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-01-12 | 2023-12-18 | 25 | Spouse | PFEPfizer Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-01-12 | 2023-12-18 | 25 | Spouse | MDLZMondelez Intl Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-01-12 | 2023-12-18 | 25 | Spouse | KOCoca-Cola Company | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-01-12 | 2023-12-01 | 42 | Spouse | CSCOCisco Systems Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2024-01-12 | 2023-12-01 | 42 | Spouse | SPGIS&P Global Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2024-01-12 | 2023-12-01 | 42 | Spouse | CMCSAComcast Corp A | Purchase | $1,001 - $15,000 | eFD → |
| 2024-01-12 | 2023-12-01 | 42 | Spouse | CVXChevron Corp | Purchase | $1,001 - $15,000 | eFD → |
| 2023-12-19 | 2023-11-27 | 22 | Spouse | SHELRoyal Dutch Shell Plc ADR | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-12-19 | 2023-11-27 | 22 | Spouse | WFCWells Fargo & Company | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2023-12-11 | 2023-11-30 | 11 | Spouse | MSFTMicrosoft Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2023-10-14 | 2023-09-27 | 17 | Spouse | SPGIS&P Global Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2023-10-14 | 2023-09-22 | 22 | Spouse | UNHUnitedhealth Group Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2023-10-14 | 2023-09-22 | 22 | Spouse | ACNAccenture Plc | Purchase | $1,001 - $15,000 | eFD → |
| 2023-10-14 | 2023-09-21 | 23 | Spouse | RTXRtx Corp | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-10-14 | 2023-09-01 | 43 | Spouse | USBU.S. Bancorp | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-09-15 | 2023-08-22 | 24 | Spouse | MSFTMicrosoft Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2023-09-15 | 2023-08-22 | 24 | Spouse | LOWLowe's Companies | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2023-09-15 | 2023-08-22 | 24 | Spouse | AAPLApple Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2023-09-15 | 2023-08-02 | 44 | Spouse | FDSFactset Research Systems Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2023-09-15 | 2023-08-02 | 44 | Spouse | AFLAflac Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2023-07-17 | 2023-06-22 | 25 | Spouse | MSFTMicrosoft Corporation - Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2023-07-17 | 2023-06-14 | 33 | Spouse | AAPLApple Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2023-07-17 | 2023-06-14 | 33 | Spouse | CLXClorox Company (The) Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-07-17 | 2023-06-14 | 33 | Spouse | NKENike, Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2023-07-17 | 2023-06-12 | 35 | Spouse | MSFTMicrosoft Corporation - Common Stock | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2023-07-17 | 2023-06-12 | 35 | Spouse | AMGNAmgen Inc. - Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-07-17 | 2023-06-12 | 35 | Spouse | CBChubb Limited Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-07-17 | 2023-06-07 | 40 | Spouse | WMTWalmart Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2023-06-14 | 2023-05-10 | 35 | Spouse | CCitigroup, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2023-06-14 | 2023-05-10 | 35 | Spouse | BMYBristol-Myers Squibb Company Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-06-14 | 2023-05-10 | 35 | Spouse | XOMExxon Mobil Corporation Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2023-06-14 | 2023-05-10 | 35 | Spouse | WFCWells Fargo & Company Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2023-05-15 | 2023-04-04 | 41 | Spouse | MCDMcDonald's Corporation Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2023-05-15 | 2023-04-04 | 41 | Spouse | UPSUnited Parcel Service, Inc. Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-05-15 | 2023-04-04 | 41 | Spouse | DUKDuke Energy Corporation (Holding Company) Common S | Sale (full) | $15,001 - $50,000 | eFD → |
| 2023-03-13 | 2023-02-23 | 18 | Spouse | WFCwells fargo | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2023-03-13 | 2023-02-06 | 35 | Spouse | CVXchevron | Purchase | $1,001 - $15,000 | eFD → |
| 2023-01-17 | 2022-12-29 | 19 | Member | AXAHY | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-01-17 | 2022-12-29 | 19 | Spouse | WFC | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2023-01-17 | 2022-12-15 | 33 | Spouse | VFCV.F. Corporation Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2022-11-13 | 2022-10-19 | 25 | Spouse | WFCWells Fargo & Company Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2022-11-13 | 2022-10-17 | 27 | Joint | UNHUnitedHealth Group Incorporated Common Stock (DE) | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2022-11-13 | 2022-10-17 | 27 | Spouse | AFLAFLAC Incorporated Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2022-11-13 | 2022-10-17 | 27 | Spouse | BLKBlackRock, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2022-11-13 | 2022-10-17 | 27 | Spouse | UNHUnitedHealth Group Incorporated Common Stock (DE) | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2022-11-13 | 2022-10-17 | 27 | Spouse | LINLinde plc Ordinary Share | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2022-11-13 | 2022-10-17 | 27 | Spouse | MSFTMicrosoft Corporation - Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2022-11-13 | 2022-10-17 | 27 | Spouse | JNJJohnson & Johnson Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2022-11-13 | 2022-10-17 | 27 | Spouse | JPMJP Morgan Chase & Co. Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2022-11-13 | 2022-10-17 | 27 | Spouse | AAPLApple Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2022-11-13 | 2022-10-17 | 27 | Spouse | LOWLowe's Companies, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2022-08-10 | 2022-07-11 | 30 | Spouse | GWWW.W. Grainger, Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2022-08-10 | 2022-07-01 | 40 | Spouse | COSTCostco Wholesale Corporation - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2022-07-15 | 2022-06-30 | 15 | Spouse | MMM3M Company Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2022-07-15 | 2022-06-17 | 28 | Spouse | MSFTMicrosoft Corporation - Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2022-07-15 | 2022-06-17 | 28 | Spouse | INTCIntel Corporation - Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2022-07-15 | 2022-06-17 | 28 | Spouse | IBMInternational Business Machines Corporat | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2022-07-15 | 2022-06-17 | 28 | Spouse | KOCoca-Cola Company (The) Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2022-07-15 | 2022-06-17 | 28 | Spouse | BMYBristol-Myers Squibb Company Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2022-07-15 | 2022-06-16 | 29 | Spouse | FFord Motor Company Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2022-07-15 | 2022-06-16 | 29 | Spouse | INTCIntel Corporation - Common Stock | Sale (full) | $15,001 - $50,000 | eFD → |
| 2022-07-15 | 2022-06-01 | 44 | Spouse | CMSCMS Energy Corporation Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2022-06-12 | 2022-05-26 | 17 | Spouse | NEENextEra Energy, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2022-06-12 | 2022-05-25 | 18 | Spouse | WECWEC Energy Group, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2022-03-11 | 2022-02-24 | 15 | Spouse | AAPLApple Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2022-03-11 | 2022-02-24 | 15 | Spouse | LHXL3Harris Technologies, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2022-03-11 | 2022-02-24 | 15 | Spouse | NEENextEra Energy, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2022-03-11 | 2022-02-24 | 15 | Spouse | LOWLowe's Companies, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2022-03-11 | 2022-02-24 | 15 | Spouse | MSFTMicrosoft Corporation - Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2022-01-21 | 2021-12-28 | 24 | Member | VZVerizon Communications Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2017 report.
253 assets with a value on the report filed 2018-05-15, 149 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) |
|---|---|---|---|
| BBTBB&T Corporation (NYSE) | Stock | Member | $15,001 - $50,000 |
| CSCOCisco Systems, Inc. (NASDAQ) | Stock | Member | $1,001 - $15,000 |
| C-Citigroup Inc. (NYSE) | Stock | Member | $50,001 - $100,000 |
| DUKDuke Energy Corporation (NYSE) | Stock | Member | $1,001 - $15,000 |
| MBRG-Middleburg Financial Corporation (NASDAQ) | Stock | Member | None (or less than $1,001) |
| Spectra Energy Corp. (NYSE) | Stock | Member | None (or less than $1,001) |
| TRVThe Travelers Companies, Inc. (NYSE) | Stock | Member | $50,001 - $100,000 |
| VZVerizon Communications Inc. (NYSE) | Stock | Member | $1,001 - $15,000 |
| DISThe Walt Disney Company (NYSE) | Stock | Member | $1,001 - $15,000 |
| Wells Fargo | Other | Member | $100,001 - $250,000 |
| CSCO-Cisco Systems, Inc. (NASDAQ) | Stock | Spouse | $15,001 - $50,000 |
| BMY-Bristol-Myers Squibb Company (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| C-Citigroup Inc. (NYSE) | Stock | Spouse | $50,001 - $100,000 |
| KOThe Coca-Cola Company (NYSE) | Stock | Spouse | $15,001 - $50,000 |
| XOMExxon Mobil Corporation (NYSE) | Stock | Spouse | $15,001 - $50,000 |
| GEGeneral Electric Company (NYSE) | Stock | Spouse | $15,001 - $50,000 |
| HBANHuntington Bancshares Incorporated (NASDAQ) | Stock | Spouse | $1,001 - $15,000 |
| INTCIntel Corporation (NASDAQ) | Stock | Spouse | $15,001 - $50,000 |
| IBMInternational Business Machines Corporation (NYSE) | Stock | Spouse | $15,001 - $50,000 |
| MRK-Merck & Co. Inc. (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| MSFTMicrosoft Corporation (NASDAQ) | Stock | Spouse | $15,001 - $50,000 |
| NSC-Norfolk Southern Corporation (NYSE) | Stock | Spouse | $15,001 - $50,000 |
| PG-The Procter & Gamble Company (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| RDS-A-Royal Dutch Shell plc (NYSE) | Stock | Spouse | $15,001 - $50,000 |
| HBANHuntington Bancshares Incorporated (NASDAQ) | Stock | Joint | $1,001 - $15,000 |
| Citigroup Capital Partners I | Other | Spouse | None (or less than $1,001) |
| Citigroup Capital Partners II | Other | Spouse | $1,001 - $15,000 |
| Citigroup Employee Fund of Funds | Other | Spouse | None (or less than $1,001) |
| CVCIGP II | Other | Spouse | $15,001 - $50,000 |
| Edgewood Country Club | Other | Spouse | $1,001 - $15,000 |
| Vista Resources | Other | Spouse | None (or less than $1,001) |
| Lexington Property | Other | Joint | $100,001 - $250,000 |
| WV Public Employees Retirement System | Other | Member | $1,001 - $15,000 |
| SINAX-ClearBridge Large Cap Value A (NASDAQ) | Fund | Member | $50,001 - $100,000 |
| Access National Corporation | Stock | Member | $1,001 - $15,000 |
| BBT-BB&T Corporation | Stock | Member | $100,001 - $250,000 |
| GISGeneral Mills, Inc. | Stock | Member | $1,001 - $15,000 |
| GDGeneral Dynamics Corporation | Stock | Member | $1,001 - $15,000 |
| GWWW.W. Grainger, Inc. | Stock | Member | None (or less than $1,001) |
| LHXHarris Corporation | Stock | Member | $1,001 - $15,000 |
| ITWIllinois Tool Works Inc. | Stock | Member | $1,001 - $15,000 |
| IBMInternational Business Machines Corporation | Stock | Member | None (or less than $1,001) |
| SJMThe J. M. Smucker Company | Stock | Member | $1,001 - $15,000 |
| JNJJohnson & Johnson | Stock | Member | $1,001 - $15,000 |
| Kellogg Company | Stock | Member | $1,001 - $15,000 |
| LOWLowe's Companies, Inc. | Stock | Member | $1,001 - $15,000 |
| MCD-McDonald's Corp. | Stock | Member | $1,001 - $15,000 |
| MDTMedtronic plc | Stock | Member | $1,001 - $15,000 |
| MSFTMicrosoft Corporation | Stock | Member | $1,001 - $15,000 |
| NEENextEra Energy, Inc. | Stock | Member | $1,001 - $15,000 |
| Nordstrom Inc. | Stock | Member | None (or less than $1,001) |
| NSCNorfolk Southern Corporation | Stock | Member | $1,001 - $15,000 |
| UBSIUnited Bankshares Inc. | Stock | Member | $1,001 - $15,000 |
| Wells Fargo Bank | Other | Member | $1,001 - $15,000 |
| WFTXX-Wells Fargo Advantage 100% Trea (NASDAQ) | Fund | Spouse | $100,001 - $250,000 |
| Wells Fargo Non-ESOP Fund | Fund | Spouse | $50,001 - $100,000 |
| Wells Fargo ESOP Fund | Fund | Spouse | $1,001 - $15,000 |
| TSTXX - BlackRock T-Fund | Fund | Spouse | None (or less than $1,001) |
| C - Citigroup Common Stock Fund | Fund | Spouse | $100,001 - $250,000 |
| Emerging Market Equity Fund | Fund | Spouse | $15,001 - $50,000 |
| State Street S&P 500 Fund | Fund | Spouse | $50,001 - $100,000 |
| BRIXX - Black Rock Cash Fund: Treasury | Fund | Spouse | $100,001 - $250,000 |
| AMGN-Amgen Inc. (NASDAQ) | Stock | Spouse | $1,001 - $15,000 |
| Air Lease Corporation (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| EXEChesapeake Energy Corporation (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| CB-The Chubb Corporation (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| CME-CME Group Inc. (NASDAQ) | Stock | Spouse | $15,001 - $50,000 |
| KO-The Coca-Cola Company (NYSE) | Stock | Spouse | $15,001 - $50,000 |
| CLBCore Laboratories NV (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| DUK-Duke Energy Corporation (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| XOM-Exxon Mobil Corporation (NYSE) | Stock | Spouse | $15,001 - $50,000 |
| INTC-Intel Corporation (NASDAQ) | Stock | Spouse | $15,001 - $50,000 |
| JNJ-Johnson & Johnson (NYSE) | Stock | Spouse | $15,001 - $50,000 |
| KRFT-Kraft Foods Group, Inc. (NASDAQ) | Stock | Spouse | $1,001 - $15,000 |
| LULULululemon Athletica Inc. (NASDAQ) | Stock | Spouse | $1,001 - $15,000 |
| MCD-McDonald's Corp. (NYSE) | Stock | Spouse | $15,001 - $50,000 |
| MSFT-Microsoft Corporation (NASDAQ) | Stock | Spouse | $15,001 - $50,000 |
| MDLZ-Mondelez International, Inc. (NASDAQ) | Stock | Spouse | $15,001 - $50,000 |
| MSMorgan Stanley (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| NSRGY-Nestlé S.A. (OTC Markets) | Stock | Spouse | $1,001 - $15,000 |
| PFE-Pfizer Inc. (NYSE) | Stock | Spouse | $15,001 - $50,000 |
| Roche Holding AG (OTC Markets) | Stock | Spouse | $1,001 - $15,000 |
| SSE-Seventy Seven Energy Inc. (NYSE) | Stock | Spouse | None (or less than $1,001) |
| UBSI-United Bankshares Inc. (NASDAQ) | Stock | Spouse | $50,001 - $100,000 |
| UPSUnited Parcel Service, Inc. (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| VGK-Vanguard FTSE Europe ETF (NYSEArca) | Stock | Spouse | $15,001 - $50,000 |
| Wells Fargo | Other | Spouse | $15,001 - $50,000 |
| IYE-iShares US Energy | Fund | Spouse | $15,001 - $50,000 |
| AAPL-Apple Inc. | Stock | Spouse | $15,001 - $50,000 |
| BRK.BBerkshire Hathaway Inc. | Stock | Spouse | $15,001 - $50,000 |
| F-Ford Motor Company | Stock | Spouse | $1,001 - $15,000 |
| PTENPatterson-UTI Energy, Inc. | Stock | Spouse | $1,001 - $15,000 |
| Wells Fargo | Other | Spouse | $1,001 - $15,000 |
| AFLAFLAC Inc. (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| APDAir Products & Chemicals Inc. (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| ADIAnalog Devices, Inc. (NASDAQ) | Stock | Spouse | $1,001 - $15,000 |
| TAT&T, Inc. (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| ADPAutomatic Data Processing, Inc. (NASDAQ) | Stock | Spouse | $1,001 - $15,000 |
| BDXBecton, Dickinson and Company (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| CVXChevron Corporation (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| CBThe Chubb Corporation (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| CLXThe Clorox Company (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| CLColgate-Palmolive Co. (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| EV-Eaton Vance Corp. (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| EMREmerson Electric Co. (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| XOMExxon Mobil Corporation (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| FDS-FactSet Research Systems Inc. (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| GISGeneral Mills, Inc. (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| GDGeneral Dynamics Corporation (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| GWWW.W. Grainger, Inc. (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| LHXHarris Corporation (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| ITWIllinois Tool Works Inc. (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| IBMInternational Business Machines Corporation (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| JNJJohnson & Johnson (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| LOWLowe's Companies Inc. (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| MCDMcDonald's Corp. (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| MDT-Medtronic plc (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| MSFTMicrosoft Corporation (NASDAQ) | Stock | Spouse | $1,001 - $15,000 |
| NEENextEra Energy, Inc. (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| NSCNorfolk Southern Corporation (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| ESEversource Energy (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| NVSNovartis AG (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| PAYXPaychex, Inc. (NASDAQ) | Stock | Spouse | $1,001 - $15,000 |
| PEPPepsico, Inc. (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| PSXPhillips 66 (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| PIIPolaris Industries Inc. (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| Praxair Inc. (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| PGThe Procter & Gamble Company (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| QCOMQUALCOMM Incorporated (NASDAQ) | Stock | Spouse | $1,001 - $15,000 |
| SYYSysco Corporation (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| TGTTarget Corp. (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| RTXUnited Technologies Corporation (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| VFCV.F. Corporation (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| WMTWal-Mart Stores Inc. (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| WEC-Wisconsin Energy Corp. (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| MMM3M Company (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| ABTAbbott Laboratories | Stock | Spouse | $1,001 - $15,000 |
| AMGNAmgen Inc. | Stock | Spouse | $1,001 - $15,000 |
| BLKBlackRock, Inc. | Stock | Spouse | $1,001 - $15,000 |
| NKENIKE, Inc. | Stock | Spouse | $1,001 - $15,000 |
| ACNAccenture plc | Stock | Spouse | $1,001 - $15,000 |
| CSCOCisco Systems, Inc. | Stock | Spouse | $1,001 - $15,000 |
| JPMJPMorgan Chase & Co. | Stock | Spouse | $1,001 - $15,000 |
| USBU.S. Bancorp | Stock | Spouse | $1,001 - $15,000 |
| AESThe AES Corporation | Stock | Spouse | None (or less than $1,001) |
| AIA Group Limited | Stock | Spouse | $1,001 - $15,000 |
| Airbus SE | Stock | Spouse | $1,001 - $15,000 |
| GOOGAlphabet Inc. | Stock | Spouse | $1,001 - $15,000 |
| Amadeus IT Group, S.A. | Stock | Spouse | $1,001 - $15,000 |
| AMZNAmazon.com, Inc. | Stock | Spouse | $1,001 - $15,000 |
| AMTAmerican Tower Corporation (REIT) | Stock | Spouse | $1,001 - $15,000 |
| Asahi Kasei Corporation | Stock | Spouse | $1,001 - $15,000 |
| ASMLASML Holding N.V. | Stock | Spouse | $1,001 - $15,000 |
| ASSA ABLOY AB (publ) | Stock | Spouse | None (or less than $1,001) |
| AZNAstraZeneca PLC | Stock | Spouse | $1,001 - $15,000 |
| BNYThe Bank of New York Mellon Corporation | Stock | Spouse | None (or less than $1,001) |
| BNP Paribas SA | Stock | Spouse | $1,001 - $15,000 |
| BAThe Boeing Company | Stock | Spouse | $1,001 - $15,000 |
| BTIBritish American Tobacco p.l.c. | Stock | Spouse | None (or less than $1,001) |
| AVGOBroadcom Inc. | Stock | Spouse | $1,001 - $15,000 |
| Carlsberg A/S | Stock | Spouse | $1,001 - $15,000 |
| Cerner Corporation | Stock | Spouse | $1,001 - $15,000 |
| CVXChevron Corporation | Stock | Spouse | $1,001 - $15,000 |
| CMECME Group Inc. | Stock | Spouse | $1,001 - $15,000 |
| CMCSAComcast Corporation | Stock | Spouse | $1,001 - $15,000 |
| CCICrown Castle International Corp. (REIT) | Stock | Spouse | $1,001 - $15,000 |
| CSXCSX Corporation | Stock | Spouse | $1,001 - $15,000 |
| DHRDanaher Corporation | Stock | Spouse | None (or less than $1,001) |
| Danone SA | Stock | Spouse | None (or less than $1,001) |
| DEDeere & Company | Stock | Spouse | $1,001 - $15,000 |
| DGDollar General Corporation | Stock | Spouse | None (or less than $1,001) |
| DDDowDuPont Inc. | Stock | Spouse | None (or less than $1,001) |
| ENBEnbridge Inc. | Stock | Spouse | $1,001 - $15,000 |
| EOGEOG Resources, Inc. | Stock | Spouse | None (or less than $1,001) |
| Essilor International Société Anonyme | Stock | Spouse | None (or less than $1,001) |
| Fanuc Corporation | Stock | Spouse | $1,001 - $15,000 |
| GILDGilead Sciences, Inc. | Stock | Spouse | $1,001 - $15,000 |
| GDDYGoDaddy Inc. | Stock | Spouse | $1,001 - $15,000 |
| HDBHDFC Bank Limited | Stock | Spouse | None (or less than $1,001) |
| HXLHexcel Corporation | Stock | Spouse | $1,001 - $15,000 |
| HLTHilton Worldwide Holdings Inc. | Stock | Spouse | $1,001 - $15,000 |
| Imperial Brands PLC | Stock | Spouse | None (or less than $1,001) |
| INCYIncyte Corporation | Stock | Spouse | None (or less than $1,001) |
| JKHYJack Henry & Associates, Inc. | Stock | Spouse | $1,001 - $15,000 |
| JPMJPMorgan Chase & Co. | Stock | Spouse | $1,001 - $15,000 |
| KBC Group NV | Stock | Spouse | None (or less than $1,001) |
| KYCCF-Keyence Corporation | Stock | Spouse | $1,001 - $15,000 |
| L'Oréal S.A. | Stock | Spouse | $1,001 - $15,000 |
| LVSLas Vegas Sands Corp. | Stock | Spouse | $1,001 - $15,000 |
| LVMH Moët Hennessy Louis Vuitton S.E. | Stock | Spouse | None (or less than $1,001) |
| MRSHMarsh & McLennan Companies, Inc. | Stock | Spouse | None (or less than $1,001) |
| MSFTMicrosoft Corporation | Stock | Spouse | $1,001 - $15,000 |
| Monsanto Company | Stock | Spouse | None (or less than $1,001) |
| MCOMoody's Corporation | Stock | Spouse | $1,001 - $15,000 |
| MRAAFMurata Manufacturing Co., Ltd. | Stock | Spouse | $1,001 - $15,000 |
| Naspers Limited | Stock | Spouse | $1,001 - $15,000 |
| Nestlé S.A. | Stock | Spouse | $1,001 - $15,000 |
| NWLNewell Brands Inc. | Stock | Spouse | None (or less than $1,001) |
| NCLHNorwegian Cruise Line Holdings Ltd. | Stock | Spouse | None (or less than $1,001) |
| NVONovo Nordisk A/S | Stock | Spouse | $1,001 - $15,000 |
| OXYOccidental Petroleum Corporation | Stock | Spouse | $1,001 - $15,000 |
| Pernod Ricard SA | Stock | Spouse | $1,001 - $15,000 |
| Potash Corp of Saskatchewan | Stock | Spouse | None (or less than $1,001) |
| QCOMQUALCOMM Incorporated | Stock | Spouse | $1,001 - $15,000 |
| RBGLYReckitt Benckiser Group plc | Stock | Spouse | $1,001 - $15,000 |
| Roche Holding AG | Stock | Spouse | $1,001 - $15,000 |
| RCLRoyal Caribbean Cruises Ltd. | Stock | Spouse | $1,001 - $15,000 |
| Royal Dutch Shell plc | Stock | Spouse | $1,001 - $15,000 |
| Safran SA | Stock | Spouse | $1,001 - $15,000 |
| SAXPFSampo Oyj | Stock | Spouse | None (or less than $1,001) |
| SAPSAP SE | Stock | Spouse | None (or less than $1,001) |
| SLBSchlumberger Limited | Stock | Spouse | None (or less than $1,001) |
| Seattle Genetics, Inc. | Stock | Spouse | None (or less than $1,001) |
| SRESempra Energy | Stock | Spouse | None (or less than $1,001) |
| SVNDFSeven & i Holdings Co., Ltd. | Stock | Spouse | None (or less than $1,001) |
| SMC Corporation | Stock | Spouse | $1,001 - $15,000 |
| SoftBank Group Corp. | Stock | Spouse | $1,001 - $15,000 |
| SBUXStarbucks Corporation | Stock | Spouse | None (or less than $1,001) |
| TSMTaiwan Semiconductor Manufacturing Company Limited | Stock | Spouse | $1,001 - $15,000 |
| VVisa Inc. | Stock | Spouse | $1,001 - $15,000 |
| VODVodafone Group Plc | Stock | Spouse | None (or less than $1,001) |
| Vtech Holdings Limited | Stock | Spouse | $1,001 - $15,000 |
| WFCWells Fargo & Company | Stock | Spouse | None (or less than $1,001) |
| Wells Fargo Bank | Other | Spouse | $1,001 - $15,000 |
| AAPLApple Inc. | Stock | Spouse | $1,001 - $15,000 |
| Belle Meade Associates NT LP | Other | Spouse | $100,001 - $250,000 |
| Belle Meade Associates NY, L.P. | Other | Member | $250,001 - $500,000 |
| WFCWells Fargo & Company | Stock | Member | $1,001 - $15,000 |
| Access National Corporation | Stock | Member | $1,001 - $15,000 |
| ENBEnbridge Inc. | Stock | Member | $1,001 - $15,000 |
| TAT&T Inc. | Stock | Member | $1,001 - $15,000 |
| AXA SA | Stock | Member | $1,001 - $15,000 |
| BASF SE | Stock | Member | $1,001 - $15,000 |
| BTIBritish American Tobacco p.l.c. | Stock | Member | $1,001 - $15,000 |
| CSCOCisco Systems, Inc. | Stock | Member | $1,001 - $15,000 |
| COMPCompass Group PLC | Stock | Member | $1,001 - $15,000 |
| XOMExxon Mobil Corporation | Stock | Member | $1,001 - $15,000 |
| Ferguson plc | Stock | Member | $1,001 - $15,000 |
| INTCIntel Corporation | Stock | Member | $1,001 - $15,000 |
| JPMJPMorgan Chase & Co. | Stock | Member | $1,001 - $15,000 |
| LMTLockheed Martin Corporation | Stock | Member | $1,001 - $15,000 |
| LVMH Moët Hennessy Louis Vuitton S.E. | Stock | Member | $1,001 - $15,000 |
| MSFTMicrosoft Corporation | Stock | Member | $1,001 - $15,000 |
| Nestlé S.A. | Stock | Member | $1,001 - $15,000 |
| NEENextEra Energy, Inc. | Stock | Member | $1,001 - $15,000 |
| NVSNovartis AG | Stock | Member | $1,001 - $15,000 |
| PFEPfizer Inc. | Stock | Member | $1,001 - $15,000 |
| PMPhilip Morris International Inc. | Stock | Member | $1,001 - $15,000 |
| Roche Holding AG | Stock | Member | $1,001 - $15,000 |
| Siemens Aktiengesellschaft | Stock | Member | $1,001 - $15,000 |
| TDThe Toronto-Dominion Bank | Stock | Member | $1,001 - $15,000 |
| Life Insurance Policy | Other | Member | $1,001 - $15,000 |
| Life Insurance Policy | Other | Spouse | $1,001 - $15,000 |
How reports are read: holdings methodology.