Congressional stock trades · Member
Byron Donalds
Representative · FL-19 · Republican
174 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 5 annual reports are below.
Current committees: House Committee on Financial Services; House Committee on Oversight and Government Reform.
| Disclosed | Traded | Days | Owner | Asset | Type | Amount range (as filed) | Source |
|---|---|---|---|---|---|---|---|
| 2026-09-15 | 2026-08-12 | 34 | Spouse | NFLXNetflix, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-09-15 | 2026-08-12 | 34 | Member | NFLXNetflix, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-09-15 | 2026-08-11 | 35 | Spouse | PHParker-Hannifin Corporation Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-09-15 | 2026-08-11 | 35 | Spouse | HWMHowmet Aerospace Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-09-15 | 2026-08-11 | 35 | Member | PHParker-Hannifin Corporation Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-09-15 | 2026-08-11 | 35 | Member | HWMHowmet Aerospace Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-07-15 | 2026-06-09 | 36 | Member | ZTSZoetis Inc. Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-07-15 | 2026-06-09 | 36 | Spouse | ZTSZoetis Inc. Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-07-15 | 2026-06-05 | 40 | Member | MPWRMonolithic Power Systems, Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-07-15 | 2026-06-05 | 40 | Spouse | CDNSCadence Design Systems, Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-07-15 | 2026-06-05 | 40 | Spouse | MPWRMonolithic Power Systems, Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-07-15 | 2026-06-05 | 40 | Member | CDNSCadence Design Systems, Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-05-13 | 2026-04-02 | 41 | Member | LLYEli Lilly and Company Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-05-13 | 2026-04-02 | 41 | Spouse | CMGChipotle Mexican Grill, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-05-13 | 2026-04-02 | 41 | Spouse | MRVLMarvell Technology, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-05-13 | 2026-04-02 | 41 | Member | CMGChipotle Mexican Grill, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-05-13 | 2026-04-02 | 41 | Spouse | INTUIntuit Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-05-13 | 2026-04-02 | 41 | Member | INTUIntuit Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-05-13 | 2026-04-02 | 41 | Spouse | LLYEli Lilly and Company Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-05-13 | 2026-04-02 | 41 | Member | MRVLMarvell Technology, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-04-08 | 2026-03-20 | 19 | Spouse | TTDThe Trade Desk, Inc. - Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-04-08 | 2026-03-20 | 19 | Member | TTDThe Trade Desk, Inc. - Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-04-08 | 2026-03-20 | 19 | Member | NFLXNetflix, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-04-08 | 2026-03-20 | 19 | Spouse | NFLXNetflix, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-04-08 | 2026-03-13 | 26 | Member | PYPLPayPal Holdings, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-04-08 | 2026-03-13 | 26 | Spouse | PYPLPayPal Holdings, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-03-06 | 2026-02-10 | 24 | Member | TTDThe Trade Desk, Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-03-06 | 2026-02-10 | 24 | Member | BROBrown & Brown, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-03-06 | 2026-02-10 | 24 | Member | NOWServiceNow, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-03-06 | 2026-02-10 | 24 | Spouse | TTDThe Trade Desk, Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-03-06 | 2026-02-10 | 24 | Spouse | BROBrown & Brown, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-03-06 | 2026-02-10 | 24 | Spouse | NOWServiceNow, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-03-06 | 2026-02-10 | 24 | Spouse | PYPLPayPal Holdings, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-03-06 | 2026-02-10 | 24 | Member | PYPLPayPal Holdings, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-02-12 | 2026-01-08 | 35 | Member | PHParker-Hannifin Corporation Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-02-12 | 2026-01-08 | 35 | Spouse | TTDThe Trade Desk, Inc. - Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-02-12 | 2026-01-08 | 35 | Member | TTDThe Trade Desk, Inc. - Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-02-12 | 2026-01-08 | 35 | Member | HWMHowmet Aerospace Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-02-12 | 2026-01-08 | 35 | Spouse | Bitcoin (CRYPTO:BTC) | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-09 | 2025-12-18 | 22 | Spouse | Bitcoin (CRYPTO:BTC) | Purchase | $50,001 - $100,000 | Clerk → |
| 2026-01-07 | 2025-12-18 | 20 | Member | BTCBitcoin | Purchase | $50,001 - $100,000 | Clerk → |
| 2026-01-07 | 2025-12-04 | 34 | Spouse | ABTAbbott Laboratories Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-01-07 | 2025-12-04 | 34 | Member | FIXComfort Systems USA, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-07 | 2025-12-04 | 34 | Member | ABTAbbott Laboratories Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-01-07 | 2025-12-04 | 34 | Spouse | FIXComfort Systems USA, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-18 | 2025-10-24 | 25 | Member | PGRProgressive Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-18 | 2025-10-24 | 25 | Member | BROBrown & Brown, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-18 | 2025-10-24 | 25 | Spouse | VVisa Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-18 | 2025-10-23 | 26 | Spouse | HWMHowmet Aerospace Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-11-18 | 2025-10-23 | 26 | Member | HWMHowmet Aerospace Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-11-18 | 2025-10-09 | 40 | Member | PGRProgressive Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-18 | 2025-10-09 | 40 | Member | BROBrown & Brown, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-18 | 2025-10-09 | 40 | Spouse | PGRProgressive Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-18 | 2025-10-09 | 40 | Member | TTDThe Trade Desk, Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-18 | 2025-10-09 | 40 | Spouse | TTDThe Trade Desk, Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-18 | 2025-10-09 | 40 | Member | FTNTFortinet, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-18 | 2025-10-09 | 40 | Member | TWTradeweb Markets Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-18 | 2025-10-09 | 40 | Spouse | BROBrown & Brown, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-18 | 2025-10-09 | 40 | Member | CCLCarnival Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-18 | 2025-10-09 | 40 | Member | CMGChipotle Mexican Grill, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-18 | 2025-10-09 | 40 | Spouse | FTNTFortinet, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-18 | 2025-10-09 | 40 | Spouse | TWTradeweb Markets Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-18 | 2025-10-09 | 40 | Spouse | CCLCarnival Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-18 | 2025-10-09 | 40 | Spouse | CMGChipotle Mexican Grill, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-07 | 2025-09-04 | 33 | Member | FTNTFortinet, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-07 | 2025-09-04 | 33 | Spouse | FISVFiserv, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-07 | 2025-09-04 | 33 | Member | TTDThe Trade Desk, Inc. - Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-07 | 2025-09-04 | 33 | Spouse | MOHMolina Healthcare Inc Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-07 | 2025-09-04 | 33 | Member | FISVFiserv, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-07 | 2025-09-04 | 33 | Member | CMGChipotle Mexican Grill, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-07 | 2025-09-04 | 33 | Spouse | FTNTFortinet, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-07 | 2025-09-04 | 33 | Spouse | TWTradeweb Markets Inc. - Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-07 | 2025-09-04 | 33 | Spouse | TTDThe Trade Desk, Inc. - Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-07 | 2025-09-04 | 33 | Spouse | BROBrown & Brown, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-07 | 2025-09-04 | 33 | Member | MOHMolina Healthcare Inc Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-07 | 2025-09-04 | 33 | Member | TWTradeweb Markets Inc. - Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-07 | 2025-09-04 | 33 | Member | BROBrown & Brown, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-07 | 2025-09-04 | 33 | Member | IDXXIDEXX Laboratories, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-07 | 2025-09-04 | 33 | Spouse | PGRProgressive Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-07 | 2025-09-04 | 33 | Spouse | CMGChipotle Mexican Grill, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-07 | 2025-09-04 | 33 | Member | PGRProgressive Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-07 | 2025-09-04 | 33 | Spouse | IDXXIDEXX Laboratories, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-05 | 2025-08-07 | 29 | Spouse | DECKDeckers Outdoor Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2025-09-05 | 2025-08-07 | 29 | Member | HWMHowmet Aerospace Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-05 | 2025-08-07 | 29 | Member | LRCXLam Research Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-05 | 2025-08-07 | 29 | Spouse | LRCXLam Research Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-05 | 2025-08-07 | 29 | Member | DECKDeckers Outdoor Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2025-05-24 | 2025-04-10 | 44 | Spouse | VVisa Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-24 | 2025-04-10 | 44 | Spouse | APHAmphenol Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-24 | 2025-04-10 | 44 | Spouse | NUNu Holdings Ltd. Class A Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2025-05-24 | 2025-04-10 | 44 | Member | NUNu Holdings Ltd. Class A Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2025-05-24 | 2025-04-10 | 44 | Member | REGNRegeneron Pharmaceuticals, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-05-24 | 2025-04-10 | 44 | Spouse | REGNRegeneron Pharmaceuticals, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-05-24 | 2025-04-10 | 44 | Member | APHAmphenol Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-24 | 2025-04-10 | 44 | Member | VVisa Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-14 | 2025-03-20 | 25 | Member | BROBrown & Brown, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-14 | 2025-03-20 | 25 | Spouse | ANETArista Networks, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-14 | 2025-03-20 | 25 | Spouse | PYPLPayPal Holdings, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-14 | 2025-03-20 | 25 | Spouse | FISVFiserv, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-14 | 2025-03-20 | 25 | Member | GDDYGoDaddy Inc. Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-04-14 | 2025-03-20 | 25 | Spouse | CMGChipotle Mexican Grill, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-14 | 2025-03-20 | 25 | Member | ANETArista Networks, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-14 | 2025-03-20 | 25 | Member | TWTradeweb Markets Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-14 | 2025-03-20 | 25 | Spouse | JPMJP Morgan Chase & Co. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-04-14 | 2025-03-20 | 25 | Member | MSCIMSCI Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-04-14 | 2025-03-20 | 25 | Member | FCNCAFirst Citizens BancShares, Inc. - Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-04-14 | 2025-03-20 | 25 | Spouse | NVONovo Nordisk A/S Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-04-14 | 2025-03-20 | 25 | Spouse | VEEVVeeva Systems Inc. Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-04-14 | 2025-03-20 | 25 | Spouse | HOODRobinhood Markets, Inc. - Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-04-14 | 2025-03-20 | 25 | Member | PGRProgressive Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-14 | 2025-03-20 | 25 | Member | AMZNAmazon.com, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-14 | 2025-03-20 | 25 | Spouse | GDDYGoDaddy Inc. Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-04-14 | 2025-03-20 | 25 | Member | VEEVVeeva Systems Inc. Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-04-14 | 2025-03-20 | 25 | Spouse | AMZNAmazon.com, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-14 | 2025-03-20 | 25 | Spouse | EFXEquifax, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-04-14 | 2025-03-20 | 25 | Spouse | FCNCAFirst Citizens BancShares, Inc. - Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-04-14 | 2025-03-20 | 25 | Spouse | AVGOBroadcom Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-14 | 2025-03-20 | 25 | Member | VRTXVertex Pharmaceuticals Incorporated - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-04-14 | 2025-03-20 | 25 | Spouse | DASHDoorDash, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-04-14 | 2025-03-20 | 25 | Member | ADSKAutodesk, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-14 | 2025-03-20 | 25 | Member | PYPLPayPal Holdings, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-14 | 2025-03-20 | 25 | Spouse | MSCIMSCI Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-04-14 | 2025-03-20 | 25 | Spouse | TWTradeweb Markets Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-14 | 2025-03-20 | 25 | Spouse | VRTXVertex Pharmaceuticals Incorporated - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-04-14 | 2025-03-20 | 25 | Member | AVGOBroadcom Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-14 | 2025-03-20 | 25 | Member | ABTAbbott Laboratories Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-14 | 2025-03-20 | 25 | Spouse | ITGartner, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-04-14 | 2025-03-20 | 25 | Member | ITGartner, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-04-14 | 2025-03-20 | 25 | Member | CMGChipotle Mexican Grill, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-14 | 2025-03-20 | 25 | Member | EFXEquifax, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-04-14 | 2025-03-20 | 25 | Member | HOODRobinhood Markets, Inc. - Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-04-14 | 2025-03-20 | 25 | Spouse | BROBrown & Brown, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-14 | 2025-03-20 | 25 | Member | JPMJP Morgan Chase & Co. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-04-14 | 2025-03-20 | 25 | Member | DASHDoorDash, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-04-14 | 2025-03-20 | 25 | Spouse | ADSKAutodesk, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-14 | 2025-03-20 | 25 | Member | NVONovo Nordisk A/S Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-04-14 | 2025-03-20 | 25 | Member | FISVFiserv, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-14 | 2025-03-20 | 25 | Spouse | ABTAbbott Laboratories Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-14 | 2025-03-20 | 25 | Spouse | PGRProgressive Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-14 | 2025-03-06 | 39 | Member | HOODRobinhood Markets, Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-14 | 2025-03-06 | 39 | Spouse | HOODRobinhood Markets, Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-14 | 2025-03-06 | 39 | Spouse | TTDThe Trade Desk, Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-14 | 2025-03-06 | 39 | Member | TTDThe Trade Desk, Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-14 | 2025-03-06 | 39 | Member | CHEChemed Corp | Sale | $1,001 - $15,000 | Clerk → |
| 2025-04-14 | 2025-03-06 | 39 | Spouse | CHEChemed Corp | Sale | $1,001 - $15,000 | Clerk → |
| 2025-03-25 | 2025-02-13 | 40 | Member | LMTLockheed Martin Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-03-25 | 2025-02-13 | 40 | Member | FTNTFortinet, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-03-25 | 2025-02-13 | 40 | Member | DASHDoorDash, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-03-25 | 2025-02-13 | 40 | Spouse | DASHDoorDash, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-03-25 | 2025-02-13 | 40 | Member | FDSFactSet Research Systems Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-03-25 | 2025-02-13 | 40 | Spouse | FTNTFortinet, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-03-25 | 2025-02-13 | 40 | Spouse | FDSFactSet Research Systems Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-03-25 | 2025-02-13 | 40 | Spouse | LMTLockheed Martin Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-02-10 | 2025-01-21 | 20 | Spouse | RLIRLI Corp. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-02-10 | 2025-01-21 | 20 | Member | FCNCAFirst Citizens BancShares, Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-02-10 | 2025-01-21 | 20 | Member | GDDYGoDaddy Inc. Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-02-10 | 2025-01-21 | 20 | Spouse | FCNCAFirst Citizens BancShares, Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-02-10 | 2025-01-21 | 20 | Spouse | GDDYGoDaddy Inc. Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-02-10 | 2025-01-16 | 25 | Member | GDDYGoDaddy Inc. Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-02-10 | 2025-01-16 | 25 | Member | FCNCAFirst Citizens BancShares, Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-02-10 | 2025-01-16 | 25 | Spouse | RLIRLI Corp. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-02-10 | 2025-01-16 | 25 | Spouse | GDDYGoDaddy Inc. Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-02-10 | 2025-01-16 | 25 | Member | MRKMerck & Company, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-02-10 | 2025-01-16 | 25 | Spouse | MRKMerck & Company, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-02-10 | 2025-01-16 | 25 | Member | RLIRLI Corp. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-02-10 | 2025-01-16 | 25 | Member | RLIRLI Corp. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-11-07 | 2024-10-01 | 37 | Spouse | APPFAppFolio, Inc. - Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2024-11-07 | 2024-10-01 | 37 | Member | NUNu Holdings Ltd. Class A Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-11-07 | 2024-10-01 | 37 | Member | SNPSSynopsys, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2024-11-07 | 2024-10-01 | 37 | Spouse | MCKMcKesson Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-11-07 | 2024-10-01 | 37 | Spouse | SNPSSynopsys, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2024-11-07 | 2024-10-01 | 37 | Member | MCKMcKesson Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-11-07 | 2024-10-01 | 37 | Member | APPFAppFolio, Inc. - Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2024-11-07 | 2024-10-01 | 37 | Spouse | NUNu Holdings Ltd. Class A Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2021 report.
70 assets with a value on the report filed 2022-08-09, 58 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) |
|---|---|---|---|
| AF Europac Growth R6 | Fund | Spouse | $1,001 - $15,000 |
| FID 500 Index | Fund | Spouse | $15,001 - $50,000 |
| FID Freedom 2040 K | Fund | Spouse | $15,001 - $50,000 |
| FID SM Cap Idx Large Cap | Fund | Spouse | $1,001 - $15,000 |
| I O Develop Mkt R6 Small Cap | Fund | Spouse | $1,001 - $15,000 |
| FRS 2045 Retirement Fund (2045) | Bond | Spouse | $15,001 - $50,000 |
| BMYBristol-Myers Squibb Company | Stock | Member | $1,001 - $15,000 |
| BCBrunswick Corporation | Stock | Member | $1,001 - $15,000 |
| BCBrunswick Corporation | Stock | Spouse | $1,001 - $15,000 |
| CDNSCadence Design Systems, Inc. | Stock | Spouse | $1,001 - $15,000 |
| CDNSCadence Design Systems, Inc. | Stock | Member | $1,001 - $15,000 |
| CSLCarlisle Companies Incorporated | Stock | Spouse | $1,001 - $15,000 |
| CSLCarlisle Companies Incorporated | Stock | Member | $1,001 - $15,000 |
| Cash | Other | Member | $1,001 - $15,000 |
| Cash | Other | Spouse | $1 - $1,000 |
| CECelanese Corporation Celanese Corporation | Stock | Member | $1,001 - $15,000 |
| CHEChemed Corp | Stock | Member | $1,001 - $15,000 |
| CHEChemed Corp | Stock | Spouse | $1,001 - $15,000 |
| EWEdwards Lifesciences Corporation | Stock | Spouse | $1,001 - $15,000 |
| EWEdwards Lifesciences Corporation | Stock | Member | $1,001 - $15,000 |
| EXPDExpeditors International of Washington, Inc. | Stock | Spouse | $1,001 - $15,000 |
| EXPDExpeditors International of Washington, Inc. | Stock | Member | $1,001 - $15,000 |
| Faurecia SA Ordinary Shares | Stock | Member | $1 - $1,000 |
| FTNTFortinet, Inc. | Stock | Member | $1,001 - $15,000 |
| FTNTFortinet, Inc. | Stock | Spouse | $1,001 - $15,000 |
| GMGeneral Motors Company | Stock | Member | $1,001 - $15,000 |
| IRIngersoll Rand Inc. | Stock | Member | $1,001 - $15,000 |
| INTUIntuit Inc. | Stock | Member | $1,001 - $15,000 |
| INTUIntuit Inc. | Stock | Spouse | $1,001 - $15,000 |
| ISRGIntuitive Surgical, Inc. | Stock | Spouse | $1,001 - $15,000 |
| ISRGIntuitive Surgical, Inc. | Stock | Member | $1,001 - $15,000 |
| LMTLockheed Martin Corporation | Stock | Spouse | $1,001 - $15,000 |
| LMTLockheed Martin Corporation | Stock | Member | $1,001 - $15,000 |
| MAMastercard Incorporated | Stock | Spouse | $1,001 - $15,000 |
| MAMastercard Incorporated | Stock | Member | $1,001 - $15,000 |
| MOHMolina Healthcare Inc | Stock | Member | $1,001 - $15,000 |
| MOHMolina Healthcare Inc | Stock | Spouse | $1,001 - $15,000 |
| MNSTMonster Beverage Corporation | Stock | Spouse | $1,001 - $15,000 |
| MNSTMonster Beverage Corporation | Stock | Member | $1,001 - $15,000 |
| PHParker-Hannifin Corporation | Stock | Member | $1,001 - $15,000 |
| PHParker-Hannifin Corporation | Stock | Spouse | $1,001 - $15,000 |
| RVTYPerkinElmer, Inc. | Stock | Spouse | $1,001 - $15,000 |
| RVTYPerkinElmer, Inc. | Stock | Member | $1,001 - $15,000 |
| REGNRegeneron Pharmaceuticals, Inc. | Stock | Member | $1,001 - $15,000 |
| REGNRegeneron Pharmaceuticals, Inc. | Stock | Spouse | $1,001 - $15,000 |
| RHIRobert Half International Inc. | Stock | Spouse | $1,001 - $15,000 |
| RHIRobert Half International Inc. | Stock | Member | $1,001 - $15,000 |
| SHOPShopify Inc. Class A Subordinate Voting Shares | Stock | Member | $1,001 - $15,000 |
| SHOPShopify Inc. Class A Subordinate Voting Shares | Stock | Spouse | $1,001 - $15,000 |
| SONYSony Group Corporation American Depositary Shares | Stock | Spouse | $1,001 - $15,000 |
| SONYSony Group Corporation American Depositary Shares | Stock | Member | $1,001 - $15,000 |
| STLAStellantis N.V. Common Shares | Stock | Member | $1,001 - $15,000 |
| STLAStellantis N.V. Common Shares | Stock | Spouse | $1,001 - $15,000 |
| TTWOTake-Two Interactive Software, Inc. | Stock | Spouse | $1,001 - $15,000 |
| TTWOTake-Two Interactive Software, Inc. | Stock | Member | $1,001 - $15,000 |
| TTTrane Technologies plc | Stock | Member | $1,001 - $15,000 |
| TTTrane Technologies plc | Stock | Spouse | $1,001 - $15,000 |
| VEEVVeeva Systems Inc. Class A | Stock | Spouse | $1,001 - $15,000 |
| VEEVVeeva Systems Inc. Class A | Stock | Member | $1,001 - $15,000 |
| VZVerizon Communications Inc. | Stock | Member | $1,001 - $15,000 |
| VZVerizon Communications Inc. | Stock | Spouse | $1,001 - $15,000 |
| Washington Federal, Inc. | Stock | Spouse | $1,001 - $15,000 |
| Washington Federal, Inc. | Stock | Member | $1,001 - $15,000 |
| ZBRAZebra Technologies Corporation - Class A | Stock | Member | $1,001 - $15,000 |
| ZBRAZebra Technologies Corporation - Class A | Stock | Spouse | $1,001 - $15,000 |
| ZIONZions Bancorporation N.A. | Stock | Spouse | $1,001 - $15,000 |
| ZIONZions Bancorporation N.A. | Stock | Member | $1,001 - $15,000 |
| ZTSZoetis Inc. Class A | Stock | Member | $1,001 - $15,000 |
| ZTSZoetis Inc. Class A | Stock | Spouse | $1,001 - $15,000 |
| Optima Ed, LLC, 81% Interest | Other | Spouse | $100,001 - $250,000 |
How reports are read: holdings methodology.