Congressional stock trades · Member
Marjorie Taylor Greene
Former representative · GA-14 · Republican
559 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 4 annual reports are below.
| Disclosed | Traded | Days | Owner | Asset | Type | Amount range (as filed) | Source |
|---|---|---|---|---|---|---|---|
| 2025-12-16 | 2025-12-12 | 4 | Member | US Treasury Bill | Purchase | $100,001 - $250,000 | Clerk → |
| 2025-12-02 | 2025-11-21 | 11 | Member | IBITiShares Bitcoin Trust ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-19 | 2025-11-13 | 6 | Member | US Treasury Bill | Purchase | $50,001 - $100,000 | Clerk → |
| 2025-11-13 | 2025-11-12 | 1 | Member | PAYXPaychex, Inc. - Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-11-13 | 2025-11-12 | 1 | Member | ADPAutomatic Data Processing, Inc. - Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-11-07 | 2025-11-06 | 1 | Member | PGProcter & Gamble Company | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-10-28 | 2025-10-24 | 4 | Member | MELIMercadoLibre, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-28 | 2025-10-24 | 4 | Member | KMIKinder Morgan, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-28 | 2025-10-24 | 4 | Member | PANWPalo Alto Networks, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-28 | 2025-10-24 | 4 | Member | AMZNAmazon.com, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-28 | 2025-10-24 | 4 | Member | BRK.BBerkshire Hathaway Inc. New Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-28 | 2025-10-24 | 4 | Member | MSFTMicrosoft Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-28 | 2025-10-24 | 4 | Member | NFLXNetflix, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-28 | 2025-10-24 | 4 | Member | AMGNAmgen Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-28 | 2025-10-24 | 4 | Member | HDHome Depot, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-28 | 2025-10-24 | 4 | Member | BXBlackstone Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-28 | 2025-10-24 | 4 | Member | CVXChevron Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-28 | 2025-10-24 | 4 | Member | IBITiShares Bitcoin Trust ETF - iShares Bitcoin Trust ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-28 | 2025-10-24 | 4 | Member | OXYOccidental Petroleum Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-28 | 2025-10-24 | 4 | Member | CAHCardinal Health, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-20 | 2025-10-15 | 5 | Member | ADBEAdobe Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-20 | 2025-10-15 | 5 | Member | IBITiShares Bitcoin Trust ETF - iShares Bitcoin Trust ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-20 | 2025-10-15 | 5 | Member | Xemex Group Inc. Common stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-20 | 2025-10-15 | 5 | Member | AMZNAmazon.com, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-20 | 2025-10-15 | 5 | Member | EXCExelon Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-20 | 2025-10-15 | 5 | Member | NVONovo Nordisk A/S Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-20 | 2025-10-15 | 5 | Member | TSLATesla, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-20 | 2025-10-09 | 11 | Member | UPSUnited Parcel Service, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-20 | 2025-10-09 | 11 | Member | AMZNAmazon.com, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-20 | 2025-10-09 | 11 | Member | IBITiShares Bitcoin Trust ETF - iShares Bitcoin Trust ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-27 | 2025-09-11 | 16 | Member | CRWDCrowdStrike Holdings, Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-27 | 2025-09-11 | 16 | Member | US TREASURY BILL 09/03/2025 | Purchase | $100,001 - $250,000 | Clerk → |
| 2025-09-27 | 2025-09-11 | 16 | Member | GOOGAlphabet Inc. - Class C Capital Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-27 | 2025-09-11 | 16 | Member | AMGNAmgen Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-27 | 2025-09-11 | 16 | Member | GSGoldman Sachs Group, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-27 | 2025-09-11 | 16 | Member | ADBEAdobe Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-27 | 2025-09-11 | 16 | Member | MSMorgan Stanley Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-27 | 2025-09-11 | 16 | Member | DUKDuke Energy Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-27 | 2025-09-11 | 16 | Member | DLRDigital Realty Trust, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-27 | 2025-09-11 | 16 | Member | IBITiShares Bitcoin Trust ETF - iShares Bitcoin Trust ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-27 | 2025-09-11 | 16 | Member | ASMLASML Holding N.V. - New York Registry Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-29 | 2025-08-28 | 1 | Member | MELIMercadoLibre, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-29 | 2025-08-28 | 1 | Member | GOOGAlphabet Inc. - Class C Capital Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-29 | 2025-08-28 | 1 | Member | SOSouthern Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-29 | 2025-08-28 | 1 | Member | EXCExelon Corporation | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-08-29 | 2025-08-28 | 1 | Member | MRKMerck & Company, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-29 | 2025-08-28 | 1 | Member | NVONovo Nordisk A/S Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-29 | 2025-08-28 | 1 | Member | RHPRyman Hospitality Properties, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-08-29 | 2025-08-28 | 1 | Member | US Treasury Bill | Sale | $15,001 - $50,000 | Clerk → |
| 2025-08-29 | 2025-08-28 | 1 | Member | MSMorgan Stanley Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-29 | 2025-08-28 | 1 | Member | FDXFedEx Corporation Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-08-29 | 2025-08-28 | 1 | Member | PEPPepsico, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-29 | 2025-08-28 | 1 | Member | UNHUnitedHealth Group Incorporated Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-29 | 2025-08-28 | 1 | Member | UPSUnited Parcel Service, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-20 | 2025-08-19 | 1 | Member | NVONovo Nordisk A/S Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-08-15 | 2025-08-06 | 9 | Member | FIG | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-15 | 2025-08-04 | 11 | Member | UPSUnited Parcel Service, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-15 | 2025-08-04 | 11 | Member | ABBVAbbVie Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-15 | 2025-08-04 | 11 | Member | UNHUnitedHealth Group Incorporated Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-15 | 2025-08-04 | 11 | Member | US Treasury Bill | Purchase | $50,001 - $100,000 | Clerk → |
| 2025-07-22 | 2025-07-15 | 7 | Member | PEPPepsico, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-07-22 | 2025-07-15 | 7 | Member | PLTRPalantir Technologies Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-07-22 | 2025-07-15 | 7 | Member | US Treasury Bill | Purchase | $100,001 - $250,000 | Clerk → |
| 2025-07-22 | 2025-07-15 | 7 | Member | US Treasury Bill | Purchase | $100,001 - $250,000 | Clerk → |
| 2025-07-22 | 2025-07-14 | 8 | Member | US Treasury Bill | Purchase | $100,001 - $250,000 | Clerk → |
| 2025-06-23 | 2025-06-17 | 6 | Member | TSCOTractor Supply Company - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-06-23 | 2025-06-17 | 6 | Member | LULUlululemon athletica inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-06-23 | 2025-06-17 | 6 | Member | SNOWSnowflake Inc. Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-06-18 | 2025-06-12 | 6 | Member | US Treasury Bill | Purchase | $100,001 - $250,000 | Clerk → |
| 2025-06-18 | 2025-06-06 | 12 | Member | NEENextEra Energy, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-06-18 | 2025-06-06 | 12 | Member | NFLXNetflix, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-06-18 | 2025-06-06 | 12 | Member | NOWServiceNow, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-06-18 | 2025-06-06 | 12 | Member | SNOWSnowflake Inc. Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-06-18 | 2025-06-06 | 12 | Member | AMATApplied Materials, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-06-18 | 2025-06-06 | 12 | Member | GILDGilead Sciences, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-06-18 | 2025-06-06 | 12 | Member | ADBEAdobe Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-19 | 2025-05-16 | 3 | Member | UNHUnitedHealth Group Incorporated Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-19 | 2025-05-16 | 3 | Member | US Treasury Bill | Purchase | $100,001 - $250,000 | Clerk → |
| 2025-05-19 | 2025-05-14 | 5 | Member | NFLXNetflix, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-19 | 2025-05-14 | 5 | Member | NOWServiceNow, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-19 | 2025-05-14 | 5 | Member | MSMorgan Stanley Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-19 | 2025-05-14 | 5 | Member | METAMeta Platforms, Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-19 | 2025-05-14 | 5 | Member | GLWCorning Incorporated Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-19 | 2025-05-14 | 5 | Member | TSLATesla, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-19 | 2025-05-14 | 5 | Member | LLYEli Lilly and Company Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-19 | 2025-05-14 | 5 | Member | UNHUnitedHealth Group Incorporated Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-05-19 | 2025-05-14 | 5 | Member | HSYThe Hershey Company Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-19 | 2025-05-14 | 5 | Member | DGDollar General Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-19 | 2025-05-14 | 5 | Member | AMGNAmgen Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-19 | 2025-05-14 | 5 | Member | MELIMercadoLibre, Inc. - Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-05-19 | 2025-05-14 | 5 | Member | GOOGAlphabet Inc. - Class C Capital Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-19 | 2025-05-14 | 5 | Member | PIImpinj, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-19 | 2025-05-14 | 5 | Member | AMDAdvanced Micro Devices, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-19 | 2025-05-14 | 5 | Member | CVXChevron Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-19 | 2025-05-14 | 5 | Member | CAHCardinal Health, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-19 | 2025-05-14 | 5 | Member | NVDANVIDIA Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-19 | 2025-05-14 | 5 | Member | BXBlackstone Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-06 | 2025-05-05 | 1 | Member | CMICummins Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-06 | 2025-05-05 | 1 | Member | LLYEli Lilly and Company Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-06 | 2025-05-05 | 1 | Member | MRKMerck & Company, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-06 | 2025-05-05 | 1 | Member | NEENextEra Energy, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-06 | 2025-05-05 | 1 | Member | OXYOccidental Petroleum Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-06 | 2025-05-05 | 1 | Member | HSYThe Hershey Company Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-06 | 2025-05-05 | 1 | Member | BRK.BBerkshire Hathaway Inc. New Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-06 | 2025-05-05 | 1 | Member | ABBVAbbVie Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-06 | 2025-05-05 | 1 | Member | SCHWCharles Schwab Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-06 | 2025-05-05 | 1 | Member | AMDAdvanced Micro Devices, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-06 | 2025-05-05 | 1 | Member | PANWPalo Alto Networks, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-06 | 2025-05-05 | 1 | Member | AMATApplied Materials, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-06 | 2025-05-05 | 1 | Member | BXBlackstone Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-06 | 2025-05-05 | 1 | Member | GILDGilead Sciences, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-06 | 2025-05-05 | 1 | Member | DUKDuke Energy Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-06 | 2025-05-05 | 1 | Member | DELLDell Technologies Inc. Class C Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-06 | 2025-05-05 | 1 | Member | NVDANVIDIA Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-06 | 2025-05-05 | 1 | Member | DVNDevon Energy Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-06 | 2025-05-05 | 1 | Member | FDXFedEx Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-06 | 2025-05-05 | 1 | Member | WMTWalmart Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-06 | 2025-05-05 | 1 | Member | INTCIntel Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-06 | 2025-05-05 | 1 | Member | SBUXStarbucks Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-06 | 2025-05-05 | 1 | Member | MELIMercadoLibre, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-06 | 2025-05-05 | 1 | Member | HDHome Depot, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-06 | 2025-05-05 | 1 | Member | CVXChevron Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-06 | 2025-05-05 | 1 | Member | AVGOBroadcom Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-06 | 2025-05-05 | 1 | Member | NSCNorfolk Southern Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-06 | 2025-05-05 | 1 | Member | MSFTMicrosoft Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-06 | 2025-05-05 | 1 | Member | CAHCardinal Health, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-06 | 2025-05-05 | 1 | Member | PIImpinj, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-06 | 2025-05-05 | 1 | Member | VVisa Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-06 | 2025-05-05 | 1 | Member | MSMorgan Stanley Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-06 | 2025-05-05 | 1 | Member | UPSUnited Parcel Service, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-06 | 2025-05-05 | 1 | Member | GOOGAlphabet Inc. - Class C Capital Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-06 | 2025-05-05 | 1 | Member | BABoeing Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-06 | 2025-05-05 | 1 | Member | GLWCorning Incorporated Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-06 | 2025-05-05 | 1 | Member | METAMeta Platforms, Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-06 | 2025-05-05 | 1 | Member | AXPAmerican Express Company Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-06 | 2025-05-05 | 1 | Member | TSLATesla, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-06 | 2025-05-05 | 1 | Member | OXYOccidental Petroleum Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-06 | 2025-05-05 | 1 | Member | NSCNorfolk Southern Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-06 | 2025-05-05 | 1 | Member | QCOMQUALCOMM Incorporated - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-06 | 2025-05-05 | 1 | Member | AAPLApple Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-06 | 2025-05-05 | 1 | Member | JPMJP Morgan Chase & Co. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-06 | 2025-05-05 | 1 | Member | AMGNAmgen Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-06 | 2025-05-05 | 1 | Member | ADBEAdobe Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-06 | 2025-05-05 | 1 | Member | PAYXPaychex, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-06 | 2025-05-05 | 1 | Member | AMZNAmazon.com, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-06 | 2025-05-05 | 1 | Member | BHPBHP Group Limited American Depositary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-06 | 2025-05-05 | 1 | Member | VANGUARD S&P 500 ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-06 | 2025-05-05 | 1 | Member | FROFrontline Plc Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-06 | 2025-05-05 | 1 | Member | NOWServiceNow, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-06 | 2025-05-05 | 1 | Member | CATCaterpillar, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-06 | 2025-05-05 | 1 | Member | BACBank of America Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-06 | 2025-05-05 | 1 | Member | ODFLOld Dominion Freight Line, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-06 | 2025-05-05 | 1 | Member | BPBP p.l.c. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-06 | 2025-05-05 | 1 | Member | KMIKinder Morgan, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-06 | 2025-05-05 | 1 | Member | GSGoldman Sachs Group, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-06 | 2025-05-05 | 1 | Member | JNJJohnson & Johnson Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-06 | 2025-05-05 | 1 | Member | GILDGilead Sciences, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-06 | 2025-05-05 | 1 | Member | DLRDigital Realty Trust, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-11 | 2025-04-09 | 2 | Member | AMDAdvanced Micro Devices, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-11 | 2025-04-09 | 2 | Member | AAPLApple Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-11 | 2025-04-09 | 2 | Member | NVDANVIDIA Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-11 | 2025-04-09 | 2 | Member | AMATApplied Materials, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-11 | 2025-04-09 | 2 | Member | MRKMerck & Company, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-11 | 2025-04-09 | 2 | Member | PLTRPalantir Technologies Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-11 | 2025-04-09 | 2 | Member | ADBEAdobe Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-11 | 2025-04-09 | 2 | Member | ASMLASML Holding N.V. - New York Registry Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-11 | 2025-04-09 | 2 | Member | CMICummins Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-11 | 2025-04-09 | 2 | Member | DVNDevon Energy Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-11 | 2025-04-08 | 3 | Member | NKENike, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-11 | 2025-04-08 | 3 | Member | LULUlululemon athletica inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-11 | 2025-04-08 | 3 | Member | BXBlackstone Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-11 | 2025-04-08 | 3 | Member | AMZNAmazon.com, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-11 | 2025-04-08 | 3 | Member | PLTRPalantir Technologies Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-11 | 2025-04-08 | 3 | Member | QCOMQUALCOMM Incorporated - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-11 | 2025-04-08 | 3 | Member | US Treasury Bill | Sale | $50,001 - $100,000 | Clerk → |
| 2025-04-11 | 2025-04-08 | 3 | Member | JPMJP Morgan Chase & Co. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-11 | 2025-04-08 | 3 | Member | AMDAdvanced Micro Devices, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-11 | 2025-04-08 | 3 | Member | SCCOSouthern Copper Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-11 | 2025-04-08 | 3 | Member | FDXFedEx Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-11 | 2025-04-08 | 3 | Member | TSLATesla, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-07 | 2025-04-04 | 3 | Member | ODFLOld Dominion Freight Line, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-07 | 2025-04-04 | 3 | Member | DELLDell Technologies Inc. Class C Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-07 | 2025-04-04 | 3 | Member | LULUlululemon athletica inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-07 | 2025-04-04 | 3 | Member | RHRH Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-07 | 2025-04-04 | 3 | Member | CATCaterpillar, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-07 | 2025-04-04 | 3 | Member | NKENike, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-07 | 2025-04-04 | 3 | Member | AMZNAmazon.com, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-07 | 2025-04-04 | 3 | Member | JPMJP Morgan Chase & Co. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-07 | 2025-04-04 | 3 | Member | FDXFedEx Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-07 | 2025-04-04 | 3 | Member | UPSUnited Parcel Service, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-07 | 2025-04-04 | 3 | Member | NSCNorfolk Southern Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-07 | 2025-04-04 | 3 | Member | LRCXLam Research Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-07 | 2025-04-04 | 3 | Member | QCOMQUALCOMM Incorporated - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-07 | 2025-04-04 | 3 | Member | BRK.BBerkshire Hathaway Inc. New Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-07 | 2025-04-04 | 3 | Member | PIImpinj, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-07 | 2025-04-03 | 4 | Member | FDXFedEx Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-07 | 2025-04-03 | 4 | Member | ODFLOld Dominion Freight Line, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-07 | 2025-04-03 | 4 | Member | SOSouthern Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-07 | 2025-04-03 | 4 | Member | AAPLApple Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-03-26 | 2025-03-25 | 1 | Member | US Treasury Bill | Purchase | $100,001 - $250,000 | Clerk → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2021 report.
183 assets with a value on the report filed 2022-05-16, 136 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) |
|---|---|---|---|
| ABBVAbbVie Inc. | Stock | Joint | $15,001 - $50,000 |
| Activision Blizzard, Inc | Stock | Joint | $1,001 - $15,000 |
| AMDAdvanced Micro Devices, Inc. | Stock | Joint | $15,001 - $50,000 |
| AFLAFLAC Incorporated | Stock | Joint | $1,001 - $15,000 |
| ABNBAirbnb, Inc. - Class A | Stock | Joint | $1,001 - $15,000 |
| ALBAlbemarle Corporation | Stock | Joint | $1,001 - $15,000 |
| GOOGAlphabet Inc. - Class C Capital Stock | Stock | Joint | None |
| AMZNAmazon.com, Inc. | Stock | Joint | None |
| AMGNAmgen Inc. | Stock | Joint | $15,001 - $50,000 |
| AAPLApple Inc. | Stock | Joint | $15,001 - $50,000 |
| AMATApplied Materials, Inc. | Stock | Joint | $15,001 - $50,000 |
| AZNAstraZeneca PLC - American Depositary Shares | Stock | Joint | $1,001 - $15,000 |
| TAT&T Inc. | Stock | Joint | $1,001 - $15,000 |
| BACBank of America Corporation | Stock | Joint | $15,001 - $50,000 |
| BDXBecton, Dickinson and Company | Stock | Joint | $1,001 - $15,000 |
| BRK.BBerkshire Hathaway Inc. New | Stock | Joint | $15,001 - $50,000 |
| BHPBHP Group Limited American Depositary Shares | Stock | Joint | $15,001 - $50,000 |
| BLKBlackRock, Inc. | Stock | Joint | $15,001 - $50,000 |
| BXBlackstone Inc. | Stock | Joint | $15,001 - $50,000 |
| XYZBlock, Inc. Class A Common Stock, | Stock | Joint | $15,001 - $50,000 |
| AVGOBroadcom Inc. | Stock | Joint | $15,001 - $50,000 |
| CAHCardinal Health, Inc. | Stock | Joint | $1,001 - $15,000 |
| CATCaterpillar, Inc. | Stock | Joint | $15,001 - $50,000 |
| SCHWCharles Schwab Corporation | Stock | Joint | $15,001 - $50,000 |
| CVXChevron Corporation | Stock | Joint | $15,001 - $50,000 |
| CSCOCisco Systems, Inc. | Stock | Joint | $15,001 - $50,000 |
| CCitigroup, Inc. | Stock | Joint | $1,001 - $15,000 |
| CLXClorox Company | Stock | Joint | $15,001 - $50,000 |
| KOCoca-Cola Company | Stock | Joint | $15,001 - $50,000 |
| COPConocoPhillips | Stock | Joint | $15,001 - $50,000 |
| GLWCorning Incorporated | Stock | Joint | $1,001 - $15,000 |
| COSTCostco Wholesale Corporation | Stock | Joint | $15,001 - $50,000 |
| CRSPCRISPR Therapeutics AG - Common Shares | Stock | Joint | $1,001 - $15,000 |
| CVSCVS Health Corporation | Stock | Joint | $15,001 - $50,000 |
| 500 Index Fund | Fund | Member | $1,001 - $15,000 |
| Fidelity International Index | Fund | Member | $1,001 - $15,000 |
| Vangaurd Growth Index Fund | Fund | Member | $1,001 - $15,000 |
| Vangaurd Small Cap Index | Fund | Member | $1,001 - $15,000 |
| BACBank of America Corporation | Stock | Dependent | $1,001 - $15,000 |
| XYZBlock, Inc. Class A Common Stock, | Stock | Dependent | $1 - $1,000 |
| INTCIntel Corporation | Stock | Dependent | $1 - $1,000 |
| JNJJohnson & Johnson | Stock | Dependent | $1,001 - $15,000 |
| LULUlululemon athletica inc. | Stock | Dependent | $1,001 - $15,000 |
| PFEPfizer, Inc. | Stock | Dependent | $1,001 - $15,000 |
| SBUXStarbucks Corporation | Stock | Dependent | $1,001 - $15,000 |
| TSLATesla, Inc. | Stock | Dependent | $1,001 - $15,000 |
| DISWalt Disney Company | Stock | Dependent | $1 - $1,000 |
| 500 Index Fund | Fund | Member | $1,001 - $15,000 |
| Fidelity International Index | Fund | Member | $1,001 - $15,000 |
| PFEPfizer, Inc. | Stock | Member | $1,001 - $15,000 |
| Vangaurd Growth Index Fund | Fund | Member | $1,001 - $15,000 |
| Vangaurd Small Cap Index | Fund | Member | $1,001 - $15,000 |
| BACBank of America Corporation | Stock | Dependent | $1,001 - $15,000 |
| XYZBlock, Inc. Class A Common Stock, | Stock | Dependent | $1 - $1,000 |
| KOCoca-Cola Company | Stock | Dependent | $1,001 - $15,000 |
| COSTCostco Wholesale Corporation | Stock | Dependent | $1,001 - $15,000 |
| INTCIntel Corporation | Stock | Dependent | $1 - $1,000 |
| JNJJohnson & Johnson | Stock | Dependent | $1,001 - $15,000 |
| LULUlululemon athletica inc. | Stock | Dependent | $1,001 - $15,000 |
| TSLATesla, Inc. | Stock | Dependent | $1,001 - $15,000 |
| 500 Index Fund | Fund | Dependent | $1,001 - $15,000 |
| Fidelity Intenational Index | Fund | Dependent | $1,001 - $15,000 |
| Vangaurd Growth Index Fund | Fund | Dependent | $1,001 - $15,000 |
| Vangaurd Small Cap Index | Fund | Dependent | $1,001 - $15,000 |
| XYZBlock, Inc. Class A Common Stock, | Stock | Dependent | $1 - $1,000 |
| CATCaterpillar, Inc. | Stock | Dependent | $1 - $1,000 |
| KOCoca-Cola Company | Stock | Dependent | $1,001 - $15,000 |
| JNJJohnson & Johnson | Stock | Dependent | $1,001 - $15,000 |
| Nestle SA Sponsored ADR representing Registered Shares Series B | Stock | Dependent | $1,001 - $15,000 |
| SOSouthern Company | Stock | Dependent | $1,001 - $15,000 |
| TSLATesla, Inc. | Stock | Dependent | $1,001 - $15,000 |
| TFCTruist Financial Corporation | Stock | Dependent | $1 - $1,000 |
| DISWalt Disney Company | Stock | Dependent | $1 - $1,000 |
| DEODiageo plc | Stock | Joint | $15,001 - $50,000 |
| Digital World Acquisition Corp. - Class A | Stock | Joint | $1,001 - $15,000 |
| DKNGDraftKings Inc. - Class A | Stock | Joint | $1,001 - $15,000 |
| EAElectronic Arts Inc. | Stock | Joint | $1,001 - $15,000 |
| FDXFedEx Corporation | Stock | Joint | $15,001 - $50,000 |
| GDGeneral Dynamics Corporation | Stock | Joint | $15,001 - $50,000 |
| GEGeneral Electric Company | Stock | Joint | $15,001 - $50,000 |
| GISGeneral Mills, Inc. | Stock | Joint | $15,001 - $50,000 |
| GILDGilead Sciences, Inc. | Stock | Joint | $1,001 - $15,000 |
| GlaxoSmithKline PLC | Stock | Joint | $15,001 - $50,000 |
| GSGoldman Sachs Group, Inc. | Stock | Joint | $15,001 - $50,000 |
| Greene Raliegh Gardens LLC | Other | Spouse | $100,001 - $250,000 |
| HDHome Depot, Inc. | Stock | Joint | $15,001 - $50,000 |
| HSTHost Hotels | Stock | Joint | $1,001 - $15,000 |
| INTCIntel Corporation | Stock | Joint | $15,001 - $50,000 |
| IPInternational Paper Company | Stock | Joint | $1,001 - $15,000 |
| SJMJ.M. Smucker Company | Stock | Joint | $15,001 - $50,000 |
| JNJJohnson & Johnson | Stock | Joint | $15,001 - $50,000 |
| JPMJP Morgan Chase & Co. | Stock | Joint | $15,001 - $50,000 |
| Path2College DC1 | Other | Joint | $1,001 - $15,000 |
| Path2College DC2 | Other | Joint | $15,001 - $50,000 |
| Path2College DC3 | Other | Joint | $15,001 - $50,000 |
| KMIKinder Morgan, Inc. | Stock | Member | $15,001 - $50,000 |
| LMTLockheed Martin Corporation | Stock | Joint | $15,001 - $50,000 |
| LULUlululemon athletica inc. | Stock | Joint | $1,001 - $15,000 |
| Marconi Drive Office, Inc. | Other | Joint | $1,000,001 - $5,000,000 |
| 500 Index Fund | Fund | Member | $100,001 - $250,000 |
| Fidelity International Index | Fund | Member | $100,001 - $250,000 |
| Vangaurd Growth Index Fund | Fund | Member | $100,001 - $250,000 |
| Vangaurd Small Cap Index | Fund | Member | $100,001 - $250,000 |
| IRA Money Market | Other | Member | $1,001 - $15,000 |
| iShares Core MSCI Emerging Markets ETF | Stock | Member | $1,001 - $15,000 |
| iShares Core MSCI Total International Stock ETF | Stock | Member | $1,001 - $15,000 |
| iShares Core S&P 500 ETF | Stock | Member | $15,001 - $50,000 |
| iShares Core S&P Small-Cap ETF | Stock | Member | $1,001 - $15,000 |
| iShares Core S&P U.S. Growth ETF | Stock | Member | $15,001 - $50,000 |
| MCDMcDonald's Corporation | Stock | Joint | $15,001 - $50,000 |
| MDTMedtronic plc. Ordinary Shares | Stock | Joint | $1,001 - $15,000 |
| MELIMercadoLibre, Inc. | Stock | Joint | $15,001 - $50,000 |
| METAMeta Platforms, Inc. - Class A | Stock | Joint | None |
| MSFTMicrosoft Corporation | Stock | Joint | $15,001 - $50,000 |
| MDLZMondelez International, Inc. - Class A | Stock | Joint | $1,001 - $15,000 |
| Nestle SA Sponsored ADR representing Registered Shares Series B | Stock | Joint | $15,001 - $50,000 |
| NFLXNetflix, Inc. | Stock | Joint | $15,001 - $50,000 |
| NEENextEra Energy, Inc. | Stock | Joint | $15,001 - $50,000 |
| NVDANVIDIA Corporation | Stock | Joint | $50,001 - $100,000 |
| PYPLPayPal Holdings, Inc. | Stock | Joint | $15,001 - $50,000 |
| PENNPenn National Gaming, Inc. | Stock | Joint | $1,001 - $15,000 |
| 500 Index Fund | Fund | Spouse | $100,001 - $250,000 |
| Fidelity International Index | Fund | Spouse | $100,001 - $250,000 |
| Vangaurd Growth Index Fund | Fund | Spouse | $100,001 - $250,000 |
| Vangaurd Small Cap Index | Fund | Spouse | $100,001 - $250,000 |
| GOOGAlphabet Inc. - Class C Capital Stock | Stock | Spouse | None |
| AMZNAmazon.com, Inc. | Stock | Spouse | None |
| AMGNAmgen Inc. | Stock | Spouse | $1,001 - $15,000 |
| AAPLApple Inc. | Stock | Spouse | None |
| BACBank of America Corporation | Stock | Spouse | $1,001 - $15,000 |
| BZHBeazer Homes USA, Inc. | Stock | Spouse | $1,001 - $15,000 |
| BHPBHP Group Limited American Depositary Shares | Stock | Spouse | $1,001 - $15,000 |
| BMYBristol-Myers Squibb Company | Stock | Spouse | $1,001 - $15,000 |
| AVGOBroadcom Inc. | Stock | Spouse | $1,001 - $15,000 |
| SCHWCharles Schwab Corporation | Stock | Spouse | $1,001 - $15,000 |
| CSCOCisco Systems, Inc. | Stock | Spouse | $1,001 - $15,000 |
| KOCoca-Cola Company | Stock | Spouse | $1,001 - $15,000 |
| DLRDigital Realty Trust, Inc. | Stock | Spouse | $1,001 - $15,000 |
| XOMExxon Mobil Corporation | Stock | Spouse | $1,001 - $15,000 |
| GILDGilead Sciences, Inc. | Stock | Spouse | $1,001 - $15,000 |
| GSGoldman Sachs Group, Inc. | Stock | Spouse | $1,001 - $15,000 |
| LULUlululemon athletica inc. | Stock | Spouse | $1,001 - $15,000 |
| METAMeta Platforms, Inc. - Class A | Stock | Spouse | None |
| Nestle SA Sponsored ADR representing Registered Shares Series B | Stock | Spouse | $1,001 - $15,000 |
| PAGSPagSeguro Digital Ltd. Class A Common Shares | Stock | Spouse | $1,001 - $15,000 |
| PENNPenn National Gaming, Inc. | Stock | Spouse | $1,001 - $15,000 |
| PFEPfizer, Inc. | Stock | Spouse | $1,001 - $15,000 |
| QCOMQUALCOMM Incorporated | Stock | Spouse | $1,001 - $15,000 |
| Schwab IRA Cash - Spouse | Other | Spouse | $1,001 - $15,000 |
| TSMTaiwan Semiconductor Manufacturing Company Ltd. | Stock | Spouse | $1,001 - $15,000 |
| TSLATesla, Inc. | Stock | Spouse | $1,001 - $15,000 |
| UPSUnited Parcel Service, Inc. | Stock | Spouse | $1,001 - $15,000 |
| VMCVulcan Materials Company | Stock | Spouse | $1,001 - $15,000 |
| DISWalt Disney Company | Stock | Spouse | $1,001 - $15,000 |
| PFEPfizer, Inc. | Stock | Joint | $15,001 - $50,000 |
| PGProcter & Gamble Company | Stock | Joint | $15,001 - $50,000 |
| QTS Realty Trust, Inc. Class A | Stock | Joint | None |
| QCOMQUALCOMM Incorporated | Stock | Joint | $15,001 - $50,000 |
| RTXRaytheon Technologies Corporation | Stock | Joint | $15,001 - $50,000 |
| CRMSalesforce, Inc. | Stock | Joint | $1,001 - $15,000 |
| Schwab Custodial Money Market | Other | Dependent | $1,001 - $15,000 |
| Schwab Joint Money Market | Other | Joint | $250,001 - $500,000 |
| STXSeagate Technology Holdings PLC - Ordinary Shares | Stock | Joint | $1,001 - $15,000 |
| Second Home | Other | Spouse | $1,000,001 - $5,000,000 |
| NOWServiceNow, Inc. | Stock | Joint | $15,001 - $50,000 |
| SOSouthern Company | Stock | Joint | $15,001 - $50,000 |
| SCCOSouthern Copper Corporation | Stock | Joint | $15,001 - $50,000 |
| SBUXStarbucks Corporation | Stock | Joint | $15,001 - $50,000 |
| TSMTaiwan Semiconductor Manufacturing Company Ltd. | Stock | Joint | $15,001 - $50,000 |
| TGTTarget Corporation | Stock | Joint | $15,001 - $50,000 |
| Taylor Commercial, Inc., 49% Interest | Other | Spouse | $5,000,001 - $25,000,000 |
| Taylor Commercial, Inc., 51% Interest | Other | Member | $5,000,001 - $25,000,000 |
| TSLATesla, Inc. | Stock | Joint | $15,001 - $50,000 |
| TFCTruist Financial Corporation | Stock | Joint | None |
| UPSUnited Parcel Service, Inc. | Stock | Joint | $15,001 - $50,000 |
| US Treasury Bill | Bond | Joint | $250,001 - $500,000 |
| VVisa Inc. | Stock | Joint | $15,001 - $50,000 |
| VMCVulcan Materials Company | Stock | Joint | $15,001 - $50,000 |
| Walgreens Boots Alliance, Inc. | Stock | Joint | $1,001 - $15,000 |
| WMTWalmart Inc. | Stock | Joint | $15,001 - $50,000 |
| DISWalt Disney Company | Stock | Joint | $15,001 - $50,000 |
| Wells Fargo Checking | Other | Joint | $250,001 - $500,000 |
| ZSZscaler, Inc. | Stock | Joint | $15,001 - $50,000 |
How reports are read: holdings methodology.