Congressional stock trades · Member
Josh Gottheimer
Representative · NJ-5 · Democrat
2,986 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.
Current committees: House Committee on Financial Services; House Permanent Select Committee on Intelligence.
| Disclosed | Traded | Days | Owner | Asset | Type | Amount range (as filed) | Source |
|---|---|---|---|---|---|---|---|
| 2026-09-14 | 2026-08-14 | 31 | Joint | MSFTMicrosoft Corporation - Common Stock | Purchase | $250,001 - $500,000 | Clerk → |
| 2026-09-14 | 2026-08-14 | 31 | Joint | MSFTMicrosoft Corporation - Common Stock | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2026-09-14 | 2026-08-14 | 31 | Joint | MSFTMicrosoft Corporation - Common Stock | Sale | $250,001 - $500,000 | Clerk → |
| 2026-09-14 | 2026-08-14 | 31 | Joint | MSFTMicrosoft Corporation - Common Stock | Sale | $500,001 - $1,000,000 | Clerk → |
| 2026-09-14 | 2026-08-06 | 39 | Joint | RSGRepublic Services, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-09-14 | 2026-08-06 | 39 | Joint | QSRRestaurant Brands International Inc. Common Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-09-14 | 2026-08-06 | 39 | Joint | AMATApplied Materials, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-08-10 | 2026-07-24 | 17 | Joint | GOOGNAlphabet Inc. - Depositary Shares representing a 1/20th Interest in a Share of Series B Mandatory Convertible Preferred Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-08-10 | 2026-07-24 | 17 | Joint | GOOGMAlphabet Inc. - Depositary Shares representing a 1/20th Interest in a Share of Series A Mandatory Convertible Preferred Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-08-10 | 2026-07-23 | 18 | Joint | CCICrown Castle Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-08-10 | 2026-07-23 | 18 | Joint | GOOGNAlphabet Inc. - Depositary Shares representing a 1/20th Interest in a Share of Series B Mandatory Convertible Preferred Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-08-10 | 2026-07-20 | 21 | Joint | SAILSailPoint Technologies Holdings, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-08-10 | 2026-07-20 | 21 | Joint | NICENICE Ltd - American Depositary Shares each representing one Ordinary Share | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-08-10 | 2026-07-17 | 24 | Joint | MNSTMonster Beverage Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-08-10 | 2026-07-17 | 24 | Joint | Chart Industries, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2026-08-10 | 2026-07-16 | 25 | Joint | IBMInternational Business Machines Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-08-10 | 2026-07-16 | 25 | Joint | PANWPalo Alto Networks, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-08-10 | 2026-07-15 | 26 | Joint | CRWDCrowdStrike Holdings, Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-08-10 | 2026-07-15 | 26 | Joint | IBMInternational Business Machines Corporation Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-08-10 | 2026-07-14 | 27 | Joint | FNFabrinet Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2026-07-07 | 2026-06-17 | 20 | Joint | Nintendo Co Ltd ADR | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-07-07 | 2026-06-10 | 27 | Joint | INSMInsmed Incorporated - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-07-07 | 2026-06-01 | 36 | Joint | NESTLE S.A S/ADR | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-07-07 | 2026-06-01 | 36 | Joint | ADCAgree Realty Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-07-07 | 2026-06-01 | 36 | Joint | BKNGBooking Holdings Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-07-07 | 2026-06-01 | 36 | Joint | BABAAlibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | Sale | $1,001 - $15,000 | Clerk → |
| 2026-07-07 | 2026-06-01 | 36 | Joint | NOVONESIS B UNSP/ADR | Sale | $1,001 - $15,000 | Clerk → |
| 2026-06-03 | 2026-05-27 | 7 | Joint | ABTAbbott Laboratories Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-06-03 | 2026-05-22 | 12 | Joint | INTUIntuit Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-06-03 | 2026-05-22 | 12 | Joint | LITELumentum Holdings Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-06-03 | 2026-05-21 | 13 | Joint | MUMicron Technology, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-06-03 | 2026-05-19 | 15 | Joint | MSFTMicrosoft Corporation - Common Stock | Sale | $500,001 - $1,000,000 | Clerk → |
| 2026-06-03 | 2026-05-19 | 15 | Joint | MSFTMicrosoft Corporation - Common Stock | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2026-06-03 | 2026-05-19 | 15 | Joint | MSFTMicrosoft Corporation - Common Stock | Purchase | $250,001 - $500,000 | Clerk → |
| 2026-06-03 | 2026-05-19 | 15 | Joint | ADIAnalog Devices, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-06-03 | 2026-05-19 | 15 | Joint | MSFTMicrosoft Corporation - Common Stock | Sale | $250,001 - $500,000 | Clerk → |
| 2026-06-03 | 2026-05-15 | 19 | Joint | Tri Pointe Homes, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-06-03 | 2026-05-14 | 20 | Joint | PANWPalo Alto Networks, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-06-03 | 2026-05-14 | 20 | Joint | NESTLE S.A S/ADR | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-06-03 | 2026-05-07 | 27 | Joint | SNDKSandisk Corporation - Common Stock When-Issued | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-06-03 | 2026-05-05 | 29 | Joint | AMDAdvanced Micro Devices, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-06-03 | 2026-05-05 | 29 | Joint | ABBVAbbVie Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-06-03 | 2026-05-05 | 29 | Joint | NESTLE S.A S/ADR | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-06-03 | 2026-05-04 | 30 | Joint | TWLOTwilio Inc. Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-06-03 | 2026-05-04 | 30 | Joint | BRK.BBerkshire Hathaway Inc. New Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-06-03 | 2026-05-04 | 30 | Joint | BRK.BBerkshire Hathaway Inc. New Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-06-03 | 2026-05-01 | 33 | Joint | FNFabrinet Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-05-19 | 2026-04-28 | 21 | Joint | MMM3M Company Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-05-19 | 2026-04-27 | 22 | Joint | AMDAdvanced Micro Devices, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-05-19 | 2026-04-24 | 25 | Joint | IBMInternational Business Machines Corporation Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-05-19 | 2026-04-24 | 25 | Joint | NOWServiceNow, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-05-19 | 2026-04-23 | 26 | Joint | AMDAdvanced Micro Devices, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-05-19 | 2026-04-16 | 33 | Joint | GSGoldman Sachs Group, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-05-19 | 2026-04-15 | 34 | Joint | FCXFreeport-McMoRan, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-05-19 | 2026-04-13 | 36 | Joint | INTAIntapp, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-05-19 | 2026-04-13 | 36 | Joint | HDBHDFC Bank Limited Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-05-19 | 2026-04-13 | 36 | Joint | IFNNYInfineon Technologies AG | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-05-19 | 2026-04-09 | 40 | Joint | FFord Motor Company Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2026-05-19 | 2026-04-09 | 40 | Joint | TSCOTractor Supply Company - Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2026-05-19 | 2026-04-09 | 40 | Joint | PFGCPerformance Food Group Company Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2026-05-19 | 2026-04-09 | 40 | Joint | ALLYAlly Financial Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-05-19 | 2026-04-09 | 40 | Joint | MKTXMarketAxess Holdings, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-05-19 | 2026-04-09 | 40 | Joint | HDHome Depot, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2026-05-19 | 2026-04-09 | 40 | Joint | GSGoldman Sachs Group, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2026-05-19 | 2026-04-09 | 40 | Joint | SYFSynchrony Financial Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2026-05-19 | 2026-04-09 | 40 | Joint | MLMMartin Marietta Materials, Inc. Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2026-05-19 | 2026-04-09 | 40 | Joint | VLYValley National Bancorp | Sale | $1,001 - $15,000 | Clerk → |
| 2026-05-19 | 2026-04-09 | 40 | Joint | TAT&T Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2026-05-19 | 2026-04-09 | 40 | Joint | DRIDarden Restaurants, Inc. Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2026-05-19 | 2026-04-09 | 40 | Joint | DLTRDollar Tree, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-05-19 | 2026-04-06 | 43 | Joint | FWRGFirst Watch Restaurant Group, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-05-19 | 2026-04-06 | 43 | Joint | CBZCBIZ, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-05-19 | 2026-04-06 | 43 | Joint | NTESNetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-04-08 | 2026-03-25 | 14 | Joint | MSFTMicrosoft Corporation - Common Stock | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2026-04-08 | 2026-03-25 | 14 | Joint | MSFTMicrosoft Corporation - Common Stock | Purchase | $50,001 - $100,000 | Clerk → |
| 2026-04-08 | 2026-03-24 | 15 | Joint | FNFabrinet Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-04-08 | 2026-03-24 | 15 | Joint | EEN ENERGY HLDGS UNSP/ADR | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-04-08 | 2026-03-24 | 15 | Joint | CCICrown Castle Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-04-08 | 2026-03-12 | 27 | Joint | ALCAlcon Inc. Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2026-04-08 | 2026-03-12 | 27 | Joint | IFNNYInfineon Technologies AG | Sale | $1,001 - $15,000 | Clerk → |
| 2026-04-08 | 2026-03-12 | 27 | Joint | LZBLa-Z-Boy Incorporated Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-04-08 | 2026-03-12 | 27 | Joint | HDBHDFC Bank Limited Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-04-08 | 2026-03-12 | 27 | Joint | INTAIntapp, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-04-08 | 2026-03-10 | 29 | Joint | SESea Limited American Depositary Shares, each representing one Class A Ordinary Share | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-04-08 | 2026-03-06 | 33 | Joint | NOWServiceNow, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-04-08 | 2026-03-05 | 34 | Joint | PHRPhreesia, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-04-08 | 2026-03-05 | 34 | Joint | NTESNetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-04-08 | 2026-03-05 | 34 | Joint | FWRGFirst Watch Restaurant Group, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-04-08 | 2026-03-05 | 34 | Joint | CBZCBIZ, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-04-08 | 2026-03-05 | 34 | Joint | APDAir Products and Chemicals, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-04-08 | 2026-03-05 | 34 | Joint | COLBColumbia Banking System, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-03-16 | 2026-02-27 | 17 | Joint | IFNNYInfineon Technologies AG | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-03-16 | 2026-02-27 | 17 | Joint | PANWPalo Alto Networks, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2026-03-16 | 2026-02-26 | 18 | Joint | FSSFederal Signal Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-03-16 | 2026-02-20 | 24 | Joint | INTUIntuit Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-03-16 | 2026-02-18 | 26 | Joint | VVisa Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-03-16 | 2026-02-18 | 26 | Joint | CVNACarvana Co. Class A Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-03-16 | 2026-02-05 | 39 | Joint | CMICummins Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-03-16 | 2026-02-05 | 39 | Joint | GEVGE Vernova Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-03-16 | 2026-02-05 | 39 | Joint | UNHUnitedHealth Group Incorporated Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-03-16 | 2026-02-04 | 40 | Joint | NETCloudflare, Inc. Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-03-16 | 2026-02-04 | 40 | Joint | MRKMerck & Company, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-03-16 | 2026-02-04 | 40 | Joint | FICOFair Isaac Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-03-16 | 2026-02-04 | 40 | Joint | XOMExxon Mobil Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-03-16 | 2026-02-02 | 42 | Joint | MSFTMicrosoft Corporation - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-03-16 | 2026-02-02 | 42 | Joint | XOMExxon Mobil Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-03-16 | 2026-02-02 | 42 | Joint | MNSTMonster Beverage Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-02-26 | 2026-01-30 | 27 | Joint | UBERUber Technologies, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-02-26 | 2026-01-30 | 27 | Joint | NOWServiceNow, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-02-26 | 2026-01-27 | 30 | Joint | GILDGilead Sciences, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-02-26 | 2026-01-26 | 31 | Joint | SNDRSchneider National, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-02-26 | 2026-01-26 | 31 | Joint | NESTLE S.A S/ADR | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-02-26 | 2026-01-26 | 31 | Joint | ICEIntercontinental Exchange Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-14 | 2025-12-17 | 28 | Joint | NOWServiceNow, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-01-14 | 2025-12-12 | 33 | Joint | LNGCheniere Energy, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-01-14 | 2025-12-11 | 34 | Joint | UBERUber Technologies, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-01-14 | 2025-12-08 | 37 | Joint | APDAir Products and Chemicals, Inc. Common Stock | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2026-01-14 | 2025-12-08 | 37 | Joint | UTZUtz Brands Inc Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-01-14 | 2025-12-05 | 40 | Joint | SYSMEX CORP UNSP/ASDR | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-01-14 | 2025-12-05 | 40 | Joint | SESea Limited American Depositary Shares, each representing one Class A Ordinary Share | Sale | $1,001 - $15,000 | Clerk → |
| 2026-01-14 | 2025-12-05 | 40 | Joint | M3 INC UNSP/ADR | Sale | $1,001 - $15,000 | Clerk → |
| 2026-01-14 | 2025-12-05 | 40 | Joint | CVLTCommvault Systems, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-12-29 | 2025-11-21 | 38 | Joint | DASSAULT SYSTEMES SA ADR | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-12-29 | 2025-11-19 | 40 | Joint | EWEdwards Lifesciences Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-12-29 | 2025-11-19 | 40 | Joint | KKRKKR & Co. Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-12-29 | 2025-11-19 | 40 | Joint | HDHome Depot, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2025-12-29 | 2025-11-19 | 40 | Joint | HUBSHubSpot, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-12-29 | 2025-11-19 | 40 | Joint | BHPBHP Group Limited American Depositary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2025-12-29 | 2025-11-19 | 40 | Joint | FISFidelity National Information Services, Inc. Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2025-12-29 | 2025-11-17 | 42 | Joint | CSWCSW Industrials, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-17 | 2025-10-20 | 28 | Joint | MMM3M Company Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-11-17 | 2025-10-17 | 31 | Joint | NTESNetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-17 | 2025-10-17 | 31 | Joint | NICENICE Ltd - American Depositary Shares each representing one Ordinary Share | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-17 | 2025-10-16 | 32 | Joint | ICEIntercontinental Exchange Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-15 | 2025-09-30 | 15 | Joint | M3 INC UNSP/ADR | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-15 | 2025-09-23 | 22 | Joint | BWINThe Baldwin Insurance Group, Inc. - Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-15 | 2025-09-23 | 22 | Joint | CVLTCommvault Systems, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-15 | 2025-09-22 | 23 | Joint | IRTIndependence Realty Trust, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-15 | 2025-09-22 | 23 | Joint | TNDMTandem Diabetes Care, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-15 | 2025-09-22 | 23 | Joint | DEODiageo plc Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-15 | 2025-09-22 | 23 | Joint | NTRANatera, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-15 | 2025-09-22 | 23 | Joint | SYSMEX CORP UNSP/ASDR | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-15 | 2025-09-11 | 34 | Joint | TTDThe Trade Desk, Inc. - Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-15 | 2025-09-03 | 42 | Joint | ISRGIntuitive Surgical, Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-05 | 2025-08-22 | 14 | Joint | NTRANatera, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-05 | 2025-08-21 | 15 | Joint | SYSMEX CORP UNSP/ASDR | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-05 | 2025-08-12 | 24 | Joint | VVisa Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-05 | 2025-08-12 | 24 | Joint | IBMInternational Business Machines Corporation Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-05 | 2025-08-01 | 35 | Joint | VVisa Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-08-11 | 2025-07-28 | 14 | Joint | WMTWalmart Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-08-11 | 2025-07-25 | 17 | Joint | IBMInternational Business Machines Corporation Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-08-11 | 2025-07-22 | 20 | Joint | NTRANatera, Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-08-11 | 2025-07-18 | 24 | Joint | ABTAbbott Laboratories Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-08-11 | 2025-07-16 | 26 | Joint | IRTIndependence Realty Trust, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-11 | 2025-07-14 | 28 | Joint | VVisa Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-08-11 | 2025-07-02 | 40 | Joint | SpringWorks Therapeutics, Inc. - common stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-07-16 | 2025-06-26 | 20 | Joint | VVisa Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-07-16 | 2025-06-25 | 21 | Joint | VVisa Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-07-16 | 2025-06-25 | 21 | Joint | AVGOBroadcom Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-07-16 | 2025-06-24 | 22 | Joint | VVisa Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-07-16 | 2025-06-24 | 22 | Joint | COPConocoPhillips Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-07-16 | 2025-06-24 | 22 | Joint | NVDANVIDIA Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-07-16 | 2025-06-20 | 26 | Joint | NETCloudflare, Inc. Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-07-16 | 2025-06-20 | 26 | Joint | VVisa Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-07-16 | 2025-06-20 | 26 | Joint | CVNACarvana Co. Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-07-16 | 2025-06-20 | 26 | Joint | MCDMcDonald's Corporation Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-07-16 | 2025-06-16 | 30 | Joint | INSMInsmed Incorporated - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-07-16 | 2025-06-13 | 33 | Joint | CBChubb Limited Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-07-16 | 2025-06-05 | 41 | Joint | TSLATesla, Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-07-16 | 2025-06-04 | 42 | Joint | CRMSalesforce, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-07-16 | 2025-06-04 | 42 | Joint | UNPUnion Pacific Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-07-16 | 2025-06-03 | 43 | Joint | AKAMAkamai Technologies, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-07-16 | 2025-06-03 | 43 | Joint | FISFidelity National Information Services, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-07-16 | 2025-06-03 | 43 | Joint | PFEPfizer, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-06-11 | 2025-05-29 | 13 | Joint | TSLATesla, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-06-11 | 2025-05-28 | 14 | Joint | APPApplovin Corporation - Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-06-11 | 2025-05-28 | 14 | Joint | GLWCorning Incorporated Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-06-11 | 2025-05-28 | 14 | Joint | UPSUnited Parcel Service, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-06-11 | 2025-05-27 | 15 | Joint | TSLATesla, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-06-11 | 2025-05-23 | 19 | Joint | ZTOZTO Express | Sale | $1,001 - $15,000 | Clerk → |
| 2025-06-11 | 2025-05-23 | 19 | Joint | SESea Limited American Depositary Shares, each representing one Class A Ordinary Share | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-06-11 | 2025-05-22 | 20 | Joint | CRMSalesforce, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-06-11 | 2025-05-22 | 20 | Joint | MSFTMicrosoft Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-06-11 | 2025-05-22 | 20 | Joint | TELTE Connectivity plc Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-06-11 | 2025-05-22 | 20 | Joint | ABBVAbbVie Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-06-11 | 2025-05-22 | 20 | Joint | GLWCorning Incorporated Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-06-11 | 2025-05-22 | 20 | Joint | ASMLASML Holding N.V. - New York Registry Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-06-11 | 2025-05-21 | 21 | Joint | MSFTMicrosoft Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-06-11 | 2025-05-16 | 26 | Joint | TSLATesla, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-06-11 | 2025-05-15 | 27 | Joint | TSLATesla, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-06-11 | 2025-05-15 | 27 | Joint | UBERUber Technologies, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-06-11 | 2025-05-14 | 28 | Joint | UNICHARM CORP S/ADR | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-06-11 | 2025-05-14 | 28 | Joint | GILDGilead Sciences, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-06-11 | 2025-05-14 | 28 | Joint | FISVFiserv, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-06-11 | 2025-05-14 | 28 | Joint | COLOPLAST AS SP/ADR | Sale | $1,001 - $15,000 | Clerk → |
| 2025-06-11 | 2025-05-13 | 29 | Joint | LLYEli Lilly and Company Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-06-11 | 2025-05-08 | 34 | Joint | GOOGAlphabet Inc. - Class C Capital Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-06-11 | 2025-05-01 | 41 | Joint | LLYEli Lilly and Company Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-14 | 2025-04-23 | 21 | Joint | RTXRTX Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-14 | 2025-04-22 | 22 | Joint | LNGCheniere Energy, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2017 report.
380 assets with a value on the amended report filed 2021-08-13, 194 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) |
|---|---|---|---|
| AMZNamazon.com, Inc. | Stock | Member | $1,001 - $15,000 |
| ameritrade Cash | Other | Spouse | $1,001 - $15,000 |
| AAPLapple Inc. | Stock | Spouse | $15,001 - $50,000 |
| AAPLapple Inc. | Stock | Member | $1,001 - $15,000 |
| METAFacebook, Inc. - Class a | Stock | Member | $15,001 - $50,000 |
| FFord Motor Company | Stock | Member | $15,001 - $50,000 |
| IShares Core S&P Small-Cap ETF | Fund | Member | $15,001 - $50,000 |
| Power Shares QQQ ETF | Fund | Member | $1,001 - $15,000 |
| Power Shares QQQ ETF | Fund | Spouse | $1,001 - $15,000 |
| DIASPDR Dow Jones Industrial ave ETF Trust | Fund | Member | $15,001 - $50,000 |
| DIASPDR Dow Jones Industrial average Trust | Fund | Spouse | $1,001 - $15,000 |
| SPYSPDR S&P 500 ETF | Fund | Spouse | $15,001 - $50,000 |
| SPYSPDR S&P 500 ETF | Fund | Member | $50,001 - $100,000 |
| Wells Fargo Bank accounts | Other | Member | $15,001 - $50,000 |
| Barclays - Savings account | Other | Member | $15,001 - $50,000 |
| Vanguard Target Retirement 2040 | Fund | Spouse | $1,001 - $15,000 |
| DC College Savings 2025 Portfolio | Fund | Dependent | $100,001 - $250,000 |
| DC College Savings 2028 Portfolio | Fund | Dependent | $100,001 - $250,000 |
| Intermediate Bond Fund | Fund | Dependent | $1,001 - $15,000 |
| U.S. Large Cap Equity Portfolio | Fund | Dependent | $15,001 - $50,000 |
| U.S. Small Cap Equity Portfolio | Fund | Dependent | $15,001 - $50,000 |
| Emigrant Direct | Other | Member | $1,001 - $15,000 |
| Fidelity 500 Index Investor Class | Fund | Member | $1,001 - $15,000 |
| Fidelity asset Manager | Fund | Member | $50,001 - $100,000 |
| Fidelity Diversified International | Fund | Member | $1 - $1,000 |
| Fidelity Government Money Market | Other | Member | $1,001 - $15,000 |
| SPYSPDR S&P 500 ETF | Fund | Member | $15,001 - $50,000 |
| Fidelity asset Manager | Fund | Member | $15,001 - $50,000 |
| Fidelity Cash | Other | Member | $15,001 - $50,000 |
| IShares US Technology | Fund | Member | $15,001 - $50,000 |
| MSFTMicrosoft Corporation | Stock | Member | $1,000,001 - $5,000,000 |
| MSFTMicrosoft Corporation | Option | Member | None |
| MSFTMicrosoft Corporation | Option | Member | $15,001 - $50,000 |
| SPYSPDR S&P 500 ETF Trust Unit Ser 1 S&P | Fund | Member | $15,001 - $50,000 |
| VLYValley National Bancorp | Stock | Member | $1,001 - $15,000 |
| Vanguard Index FDS Vanguard Total Stk Mkt ETF | Fund | Member | $1,001 - $15,000 |
| Ford Interest advantage | Other | Member | $1,001 - $15,000 |
| JPMorgan Chase Bank, N.a | Other | Member | $15,001 - $50,000 |
| Amount owed to the filer (debtor not shown) | Other | Member | $1,001 - $15,000 |
| BTC LifePath | Fund | Member | $100,001 - $250,000 |
| Vanguard Russell 1000 | Fund | Member | $50,001 - $100,000 |
| Morgan Stanley Bank N.a. # | Other | Member | $15,001 - $50,000 |
| AKAMakamai Technologies, Inc. | Stock | Joint | $1,001 - $15,000 |
| AMZNamazon.com, Inc. | Stock | Joint | $15,001 - $50,000 |
| COTYCoty Inc. Class a | Stock | Joint | $1,001 - $15,000 |
| DLTRDollar Tree, Inc. | Stock | Joint | $15,001 - $50,000 |
| HDHome Depot, Inc. | Stock | Joint | $1,001 - $15,000 |
| MKTXMarketaxess Holdings, Inc. | Stock | Joint | $1,001 - $15,000 |
| MLMMartin Marietta Materials, Inc. | Stock | Joint | $1,001 - $15,000 |
| MSFTMicrosoft Corporation | Stock | Joint | $1,001 - $15,000 |
| Morgan Stanley Bank N.a. # | Other | Joint | $100,001 - $250,000 |
| Proofpoint, Inc. | Stock | Joint | $15,001 - $50,000 |
| Time Warner Inc. New | Stock | Joint | $1,001 - $15,000 |
| TSCOTractor Supply Company | Stock | Joint | $1,001 - $15,000 |
| UAAUnder armour, Inc. Class a | Stock | Joint | $1 - $1,000 |
| UAUnder armour, Inc. Class C | Stock | Joint | $1 - $1,000 |
| Vantiv, Inc. Class a | Stock | Joint | $1,001 - $15,000 |
| Walgreens Boots alliance, Inc. | Stock | Joint | $1,001 - $15,000 |
| Dell Technologies Inc. Class V | Stock | Joint | $1 - $1,000 |
| LLYEli Lilly and Company | Stock | Joint | $1,001 - $15,000 |
| Goldman Sachs Emeg Mkts Debt I | Fund | Joint | $1 - $1,000 |
| GSGoldman Sachs Group, Inc. | Stock | Joint | $1,001 - $15,000 |
| Goldman Sachs High Yld Instl | Fund | Joint | $1 - $1,000 |
| MSFTMicrosoft Corporation | Stock | Joint | $15,001 - $50,000 |
| Morgan Stanley Bank N.a. # | Other | Joint | $1,001 - $15,000 |
| arizona St Transn Brd Hwy Subordinated Hwy Rev-a - 5%; Due 07/01/2027 | Bond | Joint | $1,001 - $15,000 |
| arizona St Transn Brd Hwy Subordinated Hwy Rev-a - 5%; Due 07/01/2027 | Bond | Joint | $1,001 - $15,000 |
| Columbia Dist Washington, DC Income Tax Secd REV-C - 5%; Due 12/01/2029 | Bond | Joint | $15,001 - $50,000 |
| Morgan Stanley Bank N.a. # | Other | Joint | $1,001 - $15,000 |
| New Jersey Edl Fac auth Rev Montclair Univ Issue Rev-a - 5%; Due 07/01/2027 | Bond | Joint | $15,001 - $50,000 |
| New Jersey St Genl Oblig REF-T - 5%; Due 06/01/2019 | Bond | Joint | $15,001 - $50,000 |
| New Jersey Transport Trust Fd auth Fed Hwy Reimburse Rev-a-2 - 5%; Due 06/15/2029 | Bond | Joint | $15,001 - $50,000 |
| New York St Dorm auth Sales Tax Rev St S - 5%; Due 03/15/2029 | Bond | Joint | $15,001 - $50,000 |
| Salt River Project AZ agric Im Pt Pwr Dist Elec Sys Ref Rev-a - 5%; Due 12/01/2031 | Bond | Joint | $15,001 - $50,000 |
| Stafford Twp N J Ref Genl Oblig - 4%; Due 07/01/2018 | Bond | Joint | $15,001 - $50,000 |
| Wisconsin St Gnel Oblig SER-D - 5%; Due 05/01/2032 | Bond | Joint | $15,001 - $50,000 |
| AAPLapple Inc. | Stock | Joint | $15,001 - $50,000 |
| Blackrock Health Science Opp I | Fund | Joint | $15,001 - $50,000 |
| XOMExxon Mobil Corporation | Stock | Joint | $15,001 - $50,000 |
| METAFacebook, Inc. - Class a | Stock | Joint | $50,001 - $100,000 |
| Goldman Sachs Int Smcp Insgh I | Fund | Joint | $50,001 - $100,000 |
| Goldman Sachs Sm Md Cap Gw I | Fund | Joint | $50,001 - $100,000 |
| IShares Core S&P 500 ETF | Stock | Joint | $100,001 - $250,000 |
| IShares Core S&P Mid-Cap ETF | Stock | Joint | $15,001 - $50,000 |
| IShares Russell 2000 ETF | Stock | Joint | $15,001 - $50,000 |
| Janus Henderson Glb Eq Inc I | Fund | Joint | $50,001 - $100,000 |
| Kopernik Glb all Cap Instl | Fund | Joint | $1,001 - $15,000 |
| Morgan Stanley Bank N.a. # | Other | Joint | $15,001 - $50,000 |
| Oppenheimer Developing Mkts Y | Fund | Joint | $50,001 - $100,000 |
| SPYSPDR S&P 500 | Stock | Joint | $15,001 - $50,000 |
| Vanguard Total Stock Market ETF | Stock | Joint | $1,001 - $15,000 |
| WisdomTree Europe Hedged Equity Fund | Stock | Joint | $15,001 - $50,000 |
| american amcap a | Fund | Member | $1,001 - $15,000 |
| american Balanced a | Fund | Member | $1,001 - $15,000 |
| american Bd Fd of america a | Fund | Member | $1 - $1,000 |
| american Inv Co of amer a | Fund | Member | $1,001 - $15,000 |
| american New Perspective a | Fund | Member | $1,001 - $15,000 |
| american Smallcap World a | Fund | Member | $1,001 - $15,000 |
| american Wa Mutual a | Fund | Member | $1,001 - $15,000 |
| american Cap Inc Builder a | Fund | Spouse | $1,001 - $15,000 |
| american Gr Fd of america a | Fund | Spouse | $1,001 - $15,000 |
| american Inv Co of amer a | Fund | Spouse | $1,001 - $15,000 |
| ACNaccenture plc Class a Ordinary Shares | Stock | Joint | None |
| activision Blizzard, Inc | Stock | Joint | $1,001 - $15,000 |
| ADBEadobe Systems Incorporated | Stock | Joint | $1,001 - $15,000 |
| ALBalbemarle Corporation | Stock | Joint | $1,001 - $15,000 |
| GOOGalphabet Inc. - Class C Capital Stock | Stock | Joint | $15,001 - $50,000 |
| AMZNamazon.com, Inc. | Stock | Joint | None |
| APHamphenol Corporation | Stock | Joint | $1,001 - $15,000 |
| AAPLapple Inc. | Stock | Joint | $15,001 - $50,000 |
| AMATapplied Materials, Inc. | Stock | Joint | $1,001 - $15,000 |
| BDXBecton, Dickinson and Company | Stock | Joint | $1,001 - $15,000 |
| BABoeing Company | Stock | Joint | $1,001 - $15,000 |
| BSXBoston Scientific Corporation | Stock | Joint | $1,001 - $15,000 |
| AVGOBroadcom Inc. | Stock | Joint | $1,001 - $15,000 |
| SCHWCharles Schwab Corporation | Stock | Joint | $1,001 - $15,000 |
| CMCSAComcast Corporation - Class a | Stock | Joint | $1,001 - $15,000 |
| STZConstellation Brands, Inc. | Stock | Joint | $1,001 - $15,000 |
| DALDelta air Lines, Inc. | Stock | Joint | $1,001 - $15,000 |
| DXCMDexCom, Inc. | Stock | Joint | $1,001 - $15,000 |
| ECLEcolab Inc. | Stock | Joint | $1,001 - $15,000 |
| EAElectronic arts Inc. | Stock | Joint | $1,001 - $15,000 |
| EQIXEquinix, Inc. | Stock | Joint | $1,001 - $15,000 |
| METAFacebook, Inc. - Class a | Stock | Joint | $15,001 - $50,000 |
| HDHome Depot, Inc. | Stock | Joint | $15,001 - $50,000 |
| HONHoneywell International Inc. | Stock | Joint | $1,001 - $15,000 |
| HUMHumana Inc. | Stock | Joint | $1,001 - $15,000 |
| ILMNIllumina, Inc. | Stock | Joint | $1,001 - $15,000 |
| INCYIncyte Corporation | Stock | Joint | $1,001 - $15,000 |
| ICEIntercontinental Exchange Inc. | Stock | Joint | $1,001 - $15,000 |
| ISRGIntuitive Surgical, Inc. | Stock | Joint | $1,001 - $15,000 |
| LVSLas Vegas Sands Corp. | Stock | Joint | $1,001 - $15,000 |
| MAMastercard Incorporated | Stock | Joint | $15,001 - $50,000 |
| MELIMercadoLibre, Inc. | Stock | Joint | $1,001 - $15,000 |
| MSFTMicrosoft Corporation | Stock | Joint | $1,001 - $15,000 |
| MNSTMonster Beverage Corporation | Stock | Joint | $1,001 - $15,000 |
| MSMorgan Stanley | Stock | Joint | $1,001 - $15,000 |
| Morgan Stanley Bank N.a. # | Other | Joint | $1,001 - $15,000 |
| NFLXNetflix, Inc. | Stock | Joint | $1,001 - $15,000 |
| NOCNorthrop Grumman Corporation | Stock | Joint | $1,001 - $15,000 |
| NVDANVIDIA Corporation | Stock | Joint | $1,001 - $15,000 |
| PYPLPayPal Holdings, Inc. | Stock | Joint | $1,001 - $15,000 |
| Pioneer Natural Resources Company | Stock | Joint | $1,001 - $15,000 |
| REGNRegeneron Pharmaceuticals, Inc. | Stock | Joint | $1,001 - $15,000 |
| Reynolds american Inc | Stock | Joint | None |
| ROKRockwell automation, Inc. | Stock | Joint | $1,001 - $15,000 |
| ROPRoper Technologies, Inc. | Stock | Joint | $1,001 - $15,000 |
| ROSTRoss Stores, Inc. | Stock | Joint | $1,001 - $15,000 |
| SPGIS&P Global Inc. | Stock | Joint | $1,001 - $15,000 |
| CRMSalesforce.com Inc | Stock | Joint | $1,001 - $15,000 |
| NOWServiceNow, Inc. | Stock | Joint | $1,001 - $15,000 |
| SHWSherwin-Williams Company | Stock | Joint | $1,001 - $15,000 |
| SHOPShopify Inc. Class a Subordinate Voting Shares | Stock | Joint | $1 - $1,000 |
| SNAPSnap Inc. Class a | Stock | Joint | $1 - $1,000 |
| LUVSouthwest airlines Company | Stock | Joint | $1,001 - $15,000 |
| SBUXStarbucks Corporation | Stock | Joint | None |
| SVB Financial Group | Stock | Joint | $1,001 - $15,000 |
| TSLATesla, Inc. | Stock | Joint | $1,001 - $15,000 |
| BKNGThe Priceline Group Inc. | Stock | Joint | $1,001 - $15,000 |
| TMOThermo Fisher Scientific Inc | Stock | Joint | $1,001 - $15,000 |
| ULTAUlta Beauty, Inc. | Stock | Joint | $1,001 - $15,000 |
| URIUnited Rentals, Inc. | Stock | Joint | $1,001 - $15,000 |
| UNHUnitedHealth Group Incorporated Common Stock | Stock | Joint | $1,001 - $15,000 |
| OLEDUniversal Display Corporation | Stock | Joint | $1,001 - $15,000 |
| Vantiv, Inc. Class a | Stock | Joint | $1,001 - $15,000 |
| VRTXVertex Pharmaceuticals Incorporated | Stock | Joint | $1,001 - $15,000 |
| VVisa Inc. | Stock | Joint | $1,001 - $15,000 |
| VMCVulcan Materials Company | Stock | Joint | $1,001 - $15,000 |
| MOaltria Group, Inc. | Stock | Joint | $15,001 - $50,000 |
| BRK.BBerkshire Hathaway Inc. New | Stock | Joint | $1,001 - $15,000 |
| BLKBlackRock, Inc. | Stock | Joint | $1,001 - $15,000 |
| Ca Inc. | Stock | Joint | $1,001 - $15,000 |
| CCLCarnival Corporation | Stock | Joint | $15,001 - $50,000 |
| CVXChevron Corporation | Stock | Joint | $1,001 - $15,000 |
| CINFCincinnati Financial Corporation | Stock | Joint | $15,001 - $50,000 |
| CSCOCisco Systems, Inc. | Stock | Joint | $15,001 - $50,000 |
| KOCoca-Cola Company | Stock | Joint | $1,001 - $15,000 |
| CCICrown Castle International Corp. | Stock | Joint | $1,001 - $15,000 |
| DEODiageo plc | Stock | Joint | $15,001 - $50,000 |
| DDominion Energy, Inc. | Stock | Joint | $1,001 - $15,000 |
| DUKDuke Energy Corporation | Stock | Joint | $1,001 - $15,000 |
| LLYEli Lilly and Company | Stock | Joint | $1,001 - $15,000 |
| GDGeneral Dynamics Corporation | Stock | Joint | $15,001 - $50,000 |
| HASHasbro, Inc. | Stock | Joint | $1,001 - $15,000 |
| INTCIntel Corporation | Stock | Joint | $15,001 - $50,000 |
| LOWLowe's Companies, Inc. | Stock | Joint | $1,001 - $15,000 |
| MRKMerck & Company, Inc. Common Stock | Stock | Joint | $1,001 - $15,000 |
| MSFTMicrosoft Corporation | Stock | Joint | $15,001 - $50,000 |
| Morgan Stanley Bank N.a. # | Other | Joint | $1,001 - $15,000 |
| NEUNewMarket Corp | Stock | Joint | $1,001 - $15,000 |
| NSCNorfolk Southern Corporation | Stock | Joint | $15,001 - $50,000 |
| PAYXPaychex, Inc. | Stock | Joint | $1,001 - $15,000 |
| PFEPfizer, Inc. | Stock | Joint | $1,001 - $15,000 |
| PMPhilip Morris International Inc | Stock | Joint | $1,001 - $15,000 |
| Reynolds american Inc | Stock | Joint | None |
| SPYSPDR S&P 500 | Stock | Joint | $15,001 - $50,000 |
| TGTTarget Corporation | Stock | Joint | $1,001 - $15,000 |
| VZVerizon Communications Inc. | Stock | Joint | $1,001 - $15,000 |
| WFCWells Fargo & Company | Stock | Joint | $15,001 - $50,000 |
| AIa Group, Ltd. Sponsored american Depository Receipt | Stock | Joint | $1,001 - $15,000 |
| Alfa-Laval ab Unsponsored ADR | Stock | Joint | $1,001 - $15,000 |
| allianz SE ADS | Stock | Joint | $1,001 - $15,000 |
| aspen Pharmacare Holdings plc Unsponsored ADR | Stock | Joint | $1,001 - $15,000 |
| atlas Copco ab Sponsored ADR repstg Class a | Stock | Joint | $1,001 - $15,000 |
| BIDUBaidu, Inc. - american Depositary Shares, each representing one tenth Class a ordinary share | Stock | Joint | $1,001 - $15,000 |
| BBVABanco Bilbao Vizcaya argentaria S.a. | Stock | Joint | $1,001 - $15,000 |
| Bayer aktiengesellschaft american Depositary Shares | Stock | Joint | $1,001 - $15,000 |
| Bayerische Motoren Werke AG Unsponsored ADR | Stock | Joint | $1,001 - $15,000 |
| BBA aviation Plc Unsponsored ADR | Stock | Joint | $1,001 - $15,000 |
| CNICanadian National Railway Company | Stock | Joint | $1,001 - $15,000 |
| CHKPCheck Point Software Technologies Ltd. - Ordinary Shares | Stock | Joint | $1,001 - $15,000 |
| CSLLYCsl Ltd SPONSORED ADR | Stock | Joint | $1,001 - $15,000 |
| Dassault Systemes, S.a. american Depositary Shares | Stock | Joint | $1,001 - $15,000 |
| Dbs Group Holdings Ltd Ord american Depositary Shares | Stock | Joint | $1,001 - $15,000 |
| Fanuc Corporation Unsponsored ADR | Stock | Joint | $1,001 - $15,000 |
| FMSFresenius Medical Care AG | Stock | Joint | $1,001 - $15,000 |
| Fuchs Petrolub SE Unsponsored american Depository ReceiptRepresenting Preferenced Shares | Stock | Joint | $1,001 - $15,000 |
| GRFSGrifols, S.a. - american Depositary Shares | Stock | Joint | $1,001 - $15,000 |
| Grupo Financiero Banorte, S.A.B. De C.V Sponsored ADR | Stock | Joint | $1,001 - $15,000 |
| HDBHDFC Bank Limited | Stock | Joint | $1,001 - $15,000 |
| HSBCHSBC Holdings, plc. | Stock | Joint | $1,001 - $15,000 |
| IBNICICI Bank Limited | Stock | Joint | $1,001 - $15,000 |
| IFNNYInfineon Technologies AG | Stock | Joint | $1,001 - $15,000 |
| ITUBItau Unibanco Banco Holding Sa american Depositary Shares | Stock | Joint | $1,001 - $15,000 |
| J G C Corp | Stock | Joint | $1,001 - $15,000 |
| Kubota Corporation | Stock | Joint | $1,001 - $15,000 |
| L'air Liquide Ord american Depositary Shares | Stock | Joint | $1,001 - $15,000 |
| LINLinde ag Sponsored ADR | Stock | Joint | None |
| L'Oreal Co. american Depositary Shares | Stock | Joint | $1,001 - $15,000 |
| LVMH Moet Hennessy Louis Vuitton Unsponsored american Depositary Receipt | Stock | Joint | $1,001 - $15,000 |
| Mitsubishi Estate Co Ltd american Depositary Shares | Stock | Joint | $1,001 - $15,000 |
| Monotaro Co. Ltd., Osaka Unsponsored ADR | Stock | Joint | $1,001 - $15,000 |
| Morgan Stanley Bank N.a. # | Other | Joint | $1,001 - $15,000 |
| Naspers Limited N Shs Sponsored american Depositary Receipt Representing Class N Shares | Stock | Joint | $1,001 - $15,000 |
| Nestle Sa Sponsored ADR representing Registered Shares Series B | Stock | Joint | $1,001 - $15,000 |
| Park 24 Co Ltd Sponsored ADR | Stock | Joint | $1,001 - $15,000 |
| Roche Holdings AG Basel american Depositary Shares | Stock | Joint | $1,001 - $15,000 |
| Royal Dutch Shell PLC Royal Dutch Shell PLC american Depositary Shares | Stock | Joint | $1,001 - $15,000 |
| SAPSAP SE ADS | Stock | Joint | $1,001 - $15,000 |
| SSLSasol Ltd. american Depositary Shares | Stock | Joint | $1,001 - $15,000 |
| Shire plc - american Depositary Shares, each representing three Ordinary Shares | Stock | Joint | $1,001 - $15,000 |
| Sonova Holding AG Unsponsored ADR | Stock | Joint | $1,001 - $15,000 |
| Symrise ag Unsponsored ADR | Stock | Joint | $1,001 - $15,000 |
| Sysmex Corporation Unsponsored ADR | Stock | Joint | $1,001 - $15,000 |
| TSMTaiwan Semiconductor Manufacturing Company Ltd. | Stock | Joint | $1,001 - $15,000 |
| TSTenaris S.a. american Depositary Shares | Stock | Joint | $1,001 - $15,000 |
| Turkiye Garanti Bankasi a S american Depositary Shares | Stock | Joint | $1,001 - $15,000 |
| ULUnilever PLC | Stock | Joint | $1,001 - $15,000 |
| Vanguard FTSE Developed Markets ETF | Stock | Joint | $1,001 - $15,000 |
| WBWeibo Corporation - american Depositary Share | Stock | Joint | $1,001 - $15,000 |
| WPPWPP plc american Depositary Shares | Stock | Joint | $1,001 - $15,000 |
| american Cap Inc Builder a | Fund | Member | $1,001 - $15,000 |
| american Gr Fd of america a | Fund | Member | $15,001 - $50,000 |
| american SmallCap World a | Fund | Member | $1,001 - $15,000 |
| american Wa Mutual a | Fund | Member | $1,001 - $15,000 |
| Morgan Stanley Bank N.a. # | Other | Member | $15,001 - $50,000 |
| IShares MSCI EAFE ETF | Stock | Member | $1,001 - $15,000 |
| Morgan Stanley Bank N.a. # | Other | Member | $1,001 - $15,000 |
| Russell Inv Commodity Strat S | Fund | Member | $1 - $1,000 |
| Russell Inv Emerging Markets S | Fund | Member | $1 - $1,000 |
| Russell Inv Glb Infrastrctre S | Fund | Member | $1,001 - $15,000 |
| Russell Inv Glb Opprnstc Crd S | Fund | Member | $1 - $1,000 |
| Russell Inv Glb Real Est Sec S | Fund | Member | $1,001 - $15,000 |
| Russell Inv Global Equity S | Fund | Member | $1,001 - $15,000 |
| Russell Inv Intl Dev Mkts S | Fund | Member | $15,001 - $50,000 |
| Russell Inv US Small Cap Eq S | Fund | Member | $1,001 - $15,000 |
| Russell Inv US Strat Eq S | Fund | Member | $15,001 - $50,000 |
| SPYSPDR S&P 500 | Stock | Member | $1,001 - $15,000 |
| ALGalamo Group, Inc. | Stock | Member | $1,001 - $15,000 |
| american Campus Communities Inc | Stock | Member | None |
| ABCBameris Bancorp | Stock | Member | $1,001 - $15,000 |
| AMSFAMERISAFE, Inc. | Stock | Member | $1,001 - $15,000 |
| BCPCBalchem Corporation | Stock | Member | $1,001 - $15,000 |
| BLKBBlackbaud, Inc. | Stock | Member | $1,001 - $15,000 |
| Calatlantic Group, Inc. | Stock | Member | None |
| Callidus Software, Inc. | Stock | Member | $1,001 - $15,000 |
| Cambrex Corporation | Stock | Member | $1,001 - $15,000 |
| Cantel Medical Corp. | Stock | Member | $1,001 - $15,000 |
| Cardtronics plc | Stock | Member | None |
| Catalent, Inc. | Stock | Member | $1,001 - $15,000 |
| CATYCathay General Bancorp | Stock | Member | $1,001 - $15,000 |
| CEB Inc. | Stock | Member | None |
| CLARCOR Inc. | Stock | Member | None |
| CGNXCognex Corporation | Stock | Member | None |
| CNSCohen & Steers Inc | Stock | Member | $1,001 - $15,000 |
| CMPCompass Minerals Intl Inc | Stock | Member | $1,001 - $15,000 |
| Cotiviti Holdings, Inc. | Stock | Member | $1,001 - $15,000 |
| Diplomat Pharmacy, Inc. | Stock | Member | $1,001 - $15,000 |
| Dril-Quip, Inc. | Stock | Member | $1,001 - $15,000 |
| Education Realty Trust, Inc. | Stock | Member | $1,001 - $15,000 |
| EPAMEPAM Systems, Inc. | Stock | Member | $1,001 - $15,000 |
| EXLSExlService Holdings, Inc. | Stock | Member | $1,001 - $15,000 |
| FIVEFive Below, Inc. | Stock | Member | $1,001 - $15,000 |
| GBCIGlacier Bancorp, Inc. | Stock | Member | $1,001 - $15,000 |
| GMEDGlobus Medical, Inc. Class a | Stock | Member | $1,001 - $15,000 |
| LOPEGrand Canyon Education, Inc. | Stock | Member | $1,001 - $15,000 |
| HCSGHealthcare Services Group, Inc. | Stock | Member | $1,001 - $15,000 |
| HTLDHeartland Express, Inc. | Stock | Member | $1,001 - $15,000 |
| HEI.AHeico Corporation | Stock | Member | $1,001 - $15,000 |
| HEIHeico Corporation | Stock | Member | $1,001 - $15,000 |
| HELEHelen of Troy Limited | Stock | Member | $1,001 - $15,000 |
| HUBSHubSpot, Inc. | Stock | Member | $1,001 - $15,000 |
| IBERIABANK Corporation | Stock | Member | $1,001 - $15,000 |
| ICFIICF International, Inc. | Stock | Member | $1,001 - $15,000 |
| ICUIICU Medical, Inc. | Stock | Member | $1,001 - $15,000 |
| IDAIDACORP, Inc. | Stock | Member | $1,001 - $15,000 |
| Impax Laboratories, Inc. | Stock | Member | $1,001 - $15,000 |
| INC Research Holdings, Inc. - Class a | Stock | Member | $1,001 - $15,000 |
| IBPInstalled Building Products, Inc. | Stock | Member | $1,001 - $15,000 |
| IShares Russell 2000 ETF | Stock | Member | $1,001 - $15,000 |
| John Bean Technologies Corporation | Stock | Member | $1,001 - $15,000 |
| KapStone Paper and Packaging Corporation | Stock | Member | $1,001 - $15,000 |
| LADLithia Motors, Inc. | Stock | Member | $1,001 - $15,000 |
| LogMein, Inc. | Stock | Member | $1,001 - $15,000 |
| MTSIMACOM Technology Solutions Holdings, Inc. | Stock | Member | $1,001 - $15,000 |
| MKTXMarketaxess Holdings, Inc. | Stock | Member | None |
| MTDRMatador Resources Company | Stock | Member | $1,001 - $15,000 |
| Medidata Solutions, Inc. | Stock | Member | $1,001 - $15,000 |
| Meridian Bancorp, Inc. | Stock | Member | $1,001 - $15,000 |
| Mobile Mini, Inc. | Stock | Member | $1,001 - $15,000 |
| Morgan Stanley Bank N.a. # | Other | Member | $1,001 - $15,000 |
| NHINational Health Investors, Inc. | Stock | Member | $1,001 - $15,000 |
| NWENorthWestern Corporation | Stock | Member | $1,001 - $15,000 |
| OXMOxford Industries, Inc. | Stock | Member | $1,001 - $15,000 |
| PATKPatrick Industries, Inc. | Stock | Member | $1,001 - $15,000 |
| PEBPebblebrook Hotel Trust Common Shares of Beneficial Interest | Stock | Member | $1,001 - $15,000 |
| PFGCPerformance Food Group Company | Stock | Member | $1,001 - $15,000 |
| PolyOne Corporation | Stock | Member | $1,001 - $15,000 |
| POWIPower Integrations, Inc. | Stock | Member | $1,001 - $15,000 |
| PRAAPRA Group, Inc. | Stock | Member | $1,001 - $15,000 |
| PRIMPrimoris Services Corporation | Stock | Member | $1,001 - $15,000 |
| Proassurance Corporation | Stock | Member | $1,001 - $15,000 |
| Proofpoint, Inc. | Stock | Member | $1,001 - $15,000 |
| QTS Realty Trust, Inc. Class a | Stock | Member | $1,001 - $15,000 |
| RBCRBC Bearings Incorporated | Stock | Member | $1,001 - $15,000 |
| Ritchie Bros. auctioneers Incorporated | Stock | Member | $1,001 - $15,000 |
| ROGRogers Corporation | Stock | Member | $1,001 - $15,000 |
| SLGNSilgan Holdings Inc. | Stock | Member | $1,001 - $15,000 |
| SLABSilicon Laboratories, Inc. | Stock | Member | $1,001 - $15,000 |
| STAGStag Industrial, Inc. | Stock | Member | $1,001 - $15,000 |
| SFStifel Financial Corporation | Stock | Member | $1,001 - $15,000 |
| SUISun Communities, Inc. | Stock | Member | None |
| Sun Hydraulics Corporation | Stock | Member | $1,001 - $15,000 |
| TCBITexas Capital Bancshares, Inc. | Stock | Member | $1,001 - $15,000 |
| TXRHTexas Roadhouse, Inc. | Stock | Member | $1,001 - $15,000 |
| TTCToro Company | Stock | Member | None |
| Tupperware Brands Corporation | Stock | Member | $1,001 - $15,000 |
| TYLTyler Technologies, Inc. | Stock | Member | $1,001 - $15,000 |
| UBSIUnited Bankshares, Inc. | Stock | Member | $1,001 - $15,000 |
| Universal Forest Products, Inc. | Stock | Member | $1,001 - $15,000 |
| US Ecology, Inc. | Stock | Member | $1,001 - $15,000 |
| WDFCWD-40 Company | Stock | Member | $1,001 - $15,000 |
| WBSWebster Financial Corporation | Stock | Member | $1,001 - $15,000 |
| WSTWest Pharmaceutical Services, Inc. | Stock | Member | $1,001 - $15,000 |
| WWWWolverine World Wide, Inc. | Stock | Member | $1,001 - $15,000 |
| Wright Medical Group N.V. - Ordinary Shares | Stock | Member | $1,001 - $15,000 |
| Rental Property | Other | Joint | None |
| Synchrony Bank | Other | Member | $15,001 - $50,000 |
| Legal & General S&P 500 Ret acct | Fund | Spouse | $1,001 - $15,000 |
| Oakmark International Ret acct | Fund | Spouse | $1,001 - $15,000 |
| SSGA Emerging Markets Index Ret acct | Fund | Spouse | $1,001 - $15,000 |
| Ta Vanguard Instl Trg Re 2040 | Fund | Spouse | $15,001 - $50,000 |
| Tusk Venture Partners advisors, LLC | Other | Member | None |
| Tusk Venture Partners I GP, LLC | Other | Member | $50,001 - $100,000 |
| Target Retirement 2040 | Fund | Spouse | $1,001 - $15,000 |
| GOOGLalphabet Inc. - Class a | Stock | Member | $1,001 - $15,000 |
| METAFacebook, Inc. - Class a | Stock | Member | $1,001 - $15,000 |
| IShares Core MSCI Emerging Markets ETF | Stock | Member | $1,001 - $15,000 |
| JNJJohnson & Johnson | Stock | Member | $1,001 - $15,000 |
| JPMJP Morgan Chase & Co. | Stock | Member | $1,001 - $15,000 |
| Schwab International Equity ETF | Stock | Member | $1,001 - $15,000 |
| SPDR Nuveen Bloomberg Barclays Municipal Bond ETF | Stock | Member | $1,001 - $15,000 |
| SPDR Select Sector Fund - Energy Select Sector | Stock | Member | $1,001 - $15,000 |
| Vanguard Div appreciation ETF | Stock | Member | $1,001 - $15,000 |
| Vanguard Extended Market ETF | Stock | Member | $15,001 - $50,000 |
| Vanguard FTSE Developed Markets ETF | Stock | Member | $15,001 - $50,000 |
| Vanguard FTSE Emerging Markets ETF | Stock | Member | $15,001 - $50,000 |
| Vanguard S&P 500 ETF | Stock | Member | $1,001 - $15,000 |
| Wells Fargo Bank accounts | Other | Member | $250,001 - $500,000 |
| WPP plc - american Depositary Shares each representing five Ordinary Shares | Stock | Member | $50,001 - $100,000 |
How reports are read: holdings methodology.