Congressional stock trades · Member
Mike Kelly
Representative · PA-16 · Republican
73 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 3 annual reports are below.
Current committees: House Committee on Ways and Means.
| Disclosed | Traded | Days | Owner | Asset | Type | Amount range (as filed) | Source |
|---|---|---|---|---|---|---|---|
| 2026-09-08 | 2026-08-28 | 11 | Spouse | New Jersey St 19 GO Emer Go 5% due 6/1/28 | Sale | $50,001 - $100,000 | Clerk → |
| 2026-09-08 | 2026-08-17 | 22 | Spouse | Mississippi St Ref Go P/R 10/1/27 5% due 10/1/31 | Sale | $50,001 - $100,000 | Clerk → |
| 2026-08-12 | 2026-07-17 | 26 | Spouse | PEPPepsico, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2026-08-12 | 2026-07-17 | 26 | Spouse | ABTAbbott Laboratories Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-08-12 | 2026-07-17 | 26 | Spouse | California Cmnty Choice Fing & Clean Ener 5% due 10/1/2034% | Purchase | $50,001 - $100,000 | Clerk → |
| 2026-08-12 | 2026-07-17 | 26 | Spouse | DISWalt Disney Company | Sale | $1,001 - $15,000 | Clerk → |
| 2026-08-12 | 2026-07-01 | 42 | Spouse | Florida St Hsg Fin Corp Rev 3% due 7/1/52 | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-08-12 | 2025-07-17 | 391 ·>45 | Spouse | California Cmnty Choice Fing & Clean Ener 5% due 10/1/2034% | Purchase | $50,001 - $100,000 | Clerk → |
| 2026-07-08 | 2026-06-01 | 37 | Spouse | California St Go Call 12/1/27 4% due 12/1/47 | Sale | $1,001 - $15,000 | Clerk → |
| 2026-06-11 | 2026-05-27 | 15 | Spouse | Southeast Energy Authority A C Ser E Rev Call 7/1/30 - 5% due 10/1/30 | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-06-11 | 2026-05-07 | 35 | Spouse | BMYBristol-Myers Squibb Company Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2026-06-11 | 2026-05-07 | 35 | Spouse | CMCSAComcast Corporation - Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-05-20 | 2026-04-08 | 42 | Spouse | Colorado St Hlth Facs Auth Rev R | Purchase | $50,001 - $100,000 | Clerk → |
| 2026-04-07 | 2026-03-18 | 20 | Spouse | Arizona St Transprtn Brd Highw Ref Rev Call 7/1/26 @100 .05% due 7/1/29 | Sale | $100,001 - $250,000 | Clerk → |
| 2026-04-07 | 2026-03-11 | 27 | Spouse | Minneapolis-Saint Paul MN Met Sub- Ser A Rev Call 7/1/29 5% Due 1/1/34 | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-03-12 | 2026-02-23 | 17 | Spouse | Rhode Island St Hith & Edu Brown Ser 2026 | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-03-12 | 2026-02-19 | 21 | Spouse | South Carolina St Public Svc A Ser C Rev 5% due12/01/33 | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-03-12 | 2026-02-05 | 35 | Spouse | Cook Cnty IL Ser A Go 5% due 11/15/2028 | Sale | $100,001 - $250,000 | Clerk → |
| 2026-02-12 | 2026-01-20 | 23 | Spouse | N TX Tollway Auth Revenue Second Tie Rev 5% due 1/1/34 | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-02-12 | 2026-01-02 | 41 | Spouse | Florida St Hsg Fin Corp Revenue Social Bon Rev Call 07/01/30 3% due 7/1/52 | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-01-08 | 2025-12-01 | 38 | Spouse | California St Go Call 12/1/27 4% due 12/1/47 | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-12-09 | 2025-11-20 | 19 | Spouse | Seattle WA Muni Light & Pw Ser C Rev 5% due 9/1/26 | Sale | $50,001 - $100,000 | Clerk → |
| 2025-12-09 | 2025-11-19 | 20 | Spouse | Tarrant Cnty TX Cultural Edu F Ascension Rev var % due 11/15/51 | Purchase | $50,001 - $100,000 | Clerk → |
| 2025-11-11 | 2025-10-21 | 21 | Spouse | Maryland St Dept of Transport Ser B Rev 5% due 10/1/32 | Purchase | $50,001 - $100,000 | Clerk → |
| 2025-11-11 | 2025-10-17 | 25 | Spouse | Seattle WA Muni Light & Pw Ser C Rev 5% due 9/1/26 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-11-11 | 2025-10-17 | 25 | Spouse | Indiana St Fin Auth Revenue Ser B Rev 5% due 2/1/26 | Sale | $50,001 - $100,000 | Clerk → |
| 2025-10-09 | 2025-09-30 | 9 | Spouse | Illinois St Toll Highway Auth Senior- Ser Rev 5% due 1/1/27 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-08-12 | 2025-07-31 | 12 | Spouse | Volusia Cnty FL Eductnl Fac Au Embry Riddle 5% due 10/15/31 | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-08-12 | 2025-07-17 | 26 | Spouse | Connecticut St Ser A Go 5% due 1/15/28 | Sale | $15,001 - $50,000 | Clerk → |
| 2025-08-12 | 2025-07-01 | 42 | Spouse | Florida St Hsg Fin Corp Rev due 7/1/52 | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-07-09 | 2025-06-20 | 19 | Spouse | United States Steel Corporation Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2025-07-09 | 2025-06-18 | 21 | Spouse | Harding Loevner Institutional EM | Sale | $100,001 - $250,000 | Clerk → |
| 2025-07-09 | 2025-06-12 | 27 | Spouse | California State GO Call 12/1/27 4% due 12/1/47 | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-07-09 | 2025-06-03 | 36 | Spouse | United States Steel Corporation Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-02-14 | 2025-01-23 | 22 | Spouse | New York City NY Muni Wtr Fina 2nd General Rev Call 12/15/255% due 6/15/27 | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2025-02-14 | 2025-01-22 | 23 | Spouse | Fairfax Cnty VA Ser A Go 5% due 10/01/32 | Purchase | $100,001 - $250,000 | Clerk → |
| 2025-02-14 | 2025-01-02 | 43 | Spouse | Florida St Heg Fin Corp Rev due 7/1/52 | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-01-09 | 2024-12-27 | 13 | Spouse | Mississippi St Ref GO P/R 10/1/27 5% due 10/1/31 | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-12-12 | 2024-12-02 | 10 | Spouse | California St Go Call 12/1/27 4% due 12/1/47 | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-12-12 | 2024-11-11 | 31 | Spouse | Miami-Dade Cnty FL Educational Fac Univ of MI Rev 5% due 4/1/31 | Purchase | $50,001 - $100,000 | Clerk → |
| 2024-12-12 | 2024-11-08 | 34 | Spouse | UNPUnion Pacific Corporation Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2024-12-12 | 2024-11-08 | 34 | Spouse | INTCIntel Corporation - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2024-11-13 | 2024-10-31 | 13 | Spouse | Michigan St Fin Auth Revenue Ref- Trinit Rev Var% due 12/1/2044 | Sale | $100,001 - $250,000 | Clerk → |
| 2024-10-15 | 2024-09-23 | 22 | Spouse | Dallas-Fort Worth TX Internat I Dallas for Rev 5% due 11/1/2032 | Purchase | $50,001 - $100,000 | Clerk → |
| 2024-09-03 | 2024-08-28 | 6 | Spouse | Michigan St Fin Auth Revenue Ref- Trinit Rev Var% due 12/1/2044 | Purchase | $100,001 - $250,000 | Clerk → |
| 2024-09-03 | 2024-08-08 | 26 | Spouse | Burke Cnty GA Dev Auth Poll Co Ref- Georgia Rev Var% due 12/1/2049 | Purchase | $50,001 - $100,000 | Clerk → |
| 2024-08-13 | 2024-07-31 | 13 | Spouse | San Antonio TX Elec & Gas due 2/1/25 | Sale | $100,001 - $250,000 | Clerk → |
| 2024-08-13 | 2024-07-31 | 13 | Joint | Illinois St Fin Auth Revenue IL St Clea Ref due 7/1/25 | Sale (partial) | $100,001 - $250,000 | Clerk → |
| 2024-08-13 | 2024-07-31 | 13 | Joint | San Antonio TX Elec & Gas due 2/1/25 | Sale | $100,001 - $250,000 | Clerk → |
| 2024-08-13 | 2024-07-31 | 13 | Spouse | Illinois St Fin Auth Revenue IL St Clea Ref due 7/1/25 | Sale (partial) | $100,001 - $250,000 | Clerk → |
| 2024-08-13 | 2024-07-01 | 43 | Spouse | Florida St Heg Fin Corp Rev due 7/1/52 | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-07-03 | 2024-06-03 | 30 | Spouse | California St Go Call 12/01/2027 4% Due 1/1/2047 | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-06-14 | 2024-04-12 | 63 ·>45 | Spouse | VZVerizon Communications Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2024-06-14 | 2024-04-12 | 63 ·>45 | Spouse | METAMeta Platforms, Inc. - Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2024-06-14 | 2024-04-12 | 63 ·>45 | Spouse | UNHUnitedHealth Group Incorporated Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2024-06-14 | 2024-04-12 | 63 ·>45 | Spouse | CVXChevron Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2024-06-14 | 2024-04-12 | 63 ·>45 | Spouse | Vanguard International Value Fund #46 | Sale | $1,001 - $15,000 | Clerk → |
| 2024-06-14 | 2024-04-12 | 63 ·>45 | Spouse | T Rowe Pr Mid-Cap Value-I | Sale | $1,001 - $15,000 | Clerk → |
| 2024-06-14 | 2024-04-11 | 64 ·>45 | Spouse | USBU.S. Bancorp Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2024-06-14 | 2024-04-11 | 64 ·>45 | Spouse | Vanguard Mid Cap ETF | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2024-06-14 | 2024-04-11 | 64 ·>45 | Spouse | TAT&T Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2024-06-14 | 2024-04-11 | 64 ·>45 | Spouse | EWEdwards Lifesciences Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2024-06-14 | 2024-03-28 | 78 ·>45 | Spouse | CLFCleveland-Cliffs Inc. Common Stock | Purchase | $50,001 - $100,000 | Clerk → |
| 2024-03-11 | 2024-02-21 | 19 | Spouse | New Jersey St 19 GO Emer GO 5% due 6/1/2028 | Purchase | $50,001 - $100,000 | Clerk → |
| 2024-02-13 | 2024-01-24 | 20 | Spouse | Connecticut St Hlth & Educ Ref Ser M Rev 5% Due 7/1/24 | Sale | $100,001 - $250,000 | Clerk → |
| 2024-02-13 | 2024-01-01 | 43 | Spouse | Florida St Hsg Fin Corp Revenue Social Bon Rev Call 07/01/30 3% due 7/1/52 | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-01-12 | 2023-12-01 | 42 | Spouse | California St Go Call 12/01/2027 4% Due 1/1/2047 | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-10 | 2023-11-07 | 33 | Spouse | Univ of Pittsburgh PA of the C Pitt Asset Rev Call 1/15/29 5% | Purchase | $50,001 - $100,000 | Clerk → |
| 2023-12-10 | 2023-11-06 | 34 | Spouse | Clifton TX Hgr Edu Fin Corp Ed Idea Publ I Rev Call 8/15/28 5% | Purchase | $100,001 - $250,000 | Clerk → |
| 2023-11-05 | 2023-10-19 | 17 | Spouse | Wisconsin St Hlth & Eductn Ascension Rev 4% due 11/15/20233 | Sale | $100,001 - $250,000 | Clerk → |
| 2023-11-05 | 2023-10-02 | 34 | Spouse | Florida St Brd of Edu Public E Capital OU GO 5% Due 6/1/204 | Sale | $100,001 - $250,000 | Clerk → |
| 2023-10-11 | 2023-09-13 | 28 | Spouse | Maryland St State Go 5% due 6/1/31 | Purchase | $50,001 - $100,000 | Clerk → |
| 2023-09-12 | 2023-08-24 | 19 | Spouse | North Carolina St Turnpike Aut Bans Rev 5% due 2/1/24 | Sale | $15,001 - $50,000 | Clerk → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2023 report.
107 assets with a value on the amended report filed 2025-08-22, 27 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) |
|---|---|---|---|
| Allegheny Kiski FCU | Other | Member | $1,001 - $15,000 |
| Connecticut St Health & Educ Bond - 5% due 7/1/24Due 7/1/24 | Bond | Spouse | $100,001 - $250,000 |
| GMGeneral Motors Company Common Stock | Stock | Member | $15,001 - $50,000 |
| Intermountain Pwr Agy UT Pwr Series A 5% rev due 7/1/30 | Bond | Spouse | $50,001 - $100,000 |
| Intermountain Pwr Agy UT Series A 5% due 7/1/30 | Bond | Spouse | $50,001 - $100,000 |
| Kelly Automotive, Butler PA | Other | Member | $50,001 - $100,000 |
| Land | Other | Member | $250,001 - $500,000 |
| NTS 2013 Erwin LP | Other | Spouse | $1,001 - $15,000 |
| PC Exploration LTD Ptr 2008 | Other | Member | $1,001 - $15,000 |
| PC Exploration LTD Ptr 2008 | Other | Spouse | $1,001 - $15,000 |
| PC Exploration LTD Ptr 2009 | Other | Spouse | $1,001 - $15,000 |
| PC Exploration LTD Ptr 2010 | Other | Spouse | $1,001 - $15,000 |
| PNC Bank | Other | Spouse | $15,001 - $50,000 |
| San Antionio TX Elect & Gas Ref Unrefu - 5% due 2/1/25 | Bond | Spouse | $50,001 - $100,000 |
| T. Rowe Price Retirement I 2015 I | Other | Member | $15,001 - $50,000 |
| T Rowe Price Retirement I 2015 I | Other | Spouse | $50,001 - $100,000 |
| GBU Preferred 8 Annuity (Qualified) | Other | Member | $250,001 - $500,000 |
| Invsco Exch Traded FD Tr II S&P Low Vol | Other | Spouse | $15,001 - $50,000 |
| PNC Bank Deposit Sweep | Other | Spouse | $1,001 - $15,000 |
| Vanguard Bond Index FDS Total Bond Market | Other | Spouse | $15,001 - $50,000 |
| Claddagh Properties LP | Other | Spouse | $1,000,001 - $5,000,000 |
| Kelly Automotive, Butler PA | Other | Spouse | $500,001 - $1,000,000 |
| ABTAbbott Laboratories Common Stock | Stock | Spouse | $15,001 - $50,000 |
| GOOGLAlphabet Inc. - Class A Common Stock | Stock | Spouse | $15,001 - $50,000 |
| AAPLApple Inc. - Common Stock | Stock | Spouse | $15,001 - $50,000 |
| Arizona St Transportn Brd Highw Ref Rev Call 7/1/26 5% due 7/1/29 | Bond | Spouse | $100,001 - $250,000 |
| Artisan International Fund Inv Shs | Fund | Spouse | $100,001 - $250,000 |
| TAT&T Inc. | Stock | Spouse | $1,001 - $15,000 |
| Austin TX Elect Util Sys Rev Series A Rev 5% due 11/15/27 | Bond | Spouse | $50,001 - $100,000 |
| BlackRock National Muni I | Fund | Spouse | $15,001 - $50,000 |
| BMYBristol-Myers Squibb Company Common Stock | Stock | Spouse | $15,001 - $50,000 |
| California St GO Call 12/1/27 4% due 12/1/47 | Bond | Spouse | $15,001 - $50,000 |
| Carillon Eagle Small Cap Growth Fund Class I | Fund | Spouse | None |
| CVXChevron Corporation Common Stock | Stock | Spouse | $1,001 - $15,000 |
| CSCOCisco Systems, Inc. - Common Stock | Stock | Spouse | $15,001 - $50,000 |
| Clifton TX Hgr Edu Fin Corp Ed Idea Publ I Rev Call 8/15/28 5% | Bond | Spouse | $100,001 - $250,000 |
| CMCSAComcast Corporation - Class A Common Stock | Stock | Spouse | $1,001 - $15,000 |
| Connecticut St Ser A Go 5% due 1/15/28 | Bond | Spouse | $15,001 - $50,000 |
| Connecticut St Ser B Go 5% due 1/15/24 | Bond | Spouse | None |
| Connecticut St Spl Tax Oblig R Ser A Rev 5% due 7/1/31 | Bond | Spouse | $50,001 - $100,000 |
| Cook County IL Ser A Go 5% due 11/15/28 | Bond | Spouse | $100,001 - $250,000 |
| DPLSDARKPULSE INC | Stock | Spouse | None |
| Denver City & Cnty CO Airport Sys Ser A Rec - 5% due 1/15/23 | Bond | Spouse | None |
| Dodge & Cox International Stock Fund - Class I | Fund | Spouse | $250,001 - $500,000 |
| Eaton Vance Global Macro Absolute Return - Class R6 | Fund | Spouse | $100,001 - $250,000 |
| EWEdwards Lifesciences Corporation Common Stock | Stock | Spouse | $1,001 - $15,000 |
| XOMExxon Mobil Corporation Common Stock | Stock | Spouse | $15,001 - $50,000 |
| Fairfax City VA Pub Impr-S Go 5% due 10/1/23 | Bond | Spouse | None |
| First Trust Merger Arbitrage Fund - Class I | Fund | Spouse | $100,001 - $250,000 |
| Florida St Bd of Educ Public E Capital Ou Go 5% due 6/1/24 | Bond | Spouse | None |
| Florida St Hsg Fin Corp Revenue Social Bon Rev Call 07/01/30 3% due 7/1/52 | Bond | Spouse | $100,001 - $250,000 |
| Goldman Sachs Absolute Return Tracker Fund Class R6 | Fund | Spouse | $100,001 - $250,000 |
| Harding Loevner Institutional Emerging Markets Portfolio Institutional Class | Fund | Spouse | $100,001 - $250,000 |
| HDHome Depot, Inc. | Stock | Spouse | $15,001 - $50,000 |
| Illinois St Fin Auth Revenue IL St Clea Rev 5% due 7/1/25 | Bond | Spouse | $100,001 - $250,000 |
| Illinois St Ser A Go 5% due 12/1/29 | Bond | Spouse | $15,001 - $50,000 |
| Illinois St Series B Go 5% due 5/1/28 | Bond | Spouse | $100,001 - $250,000 |
| Illinois State Toll Highway Auth Senior-Ser Rev 5% due 1/1/27 | Bond | Spouse | $100,001 - $250,000 |
| Indiana St Fin Auth Revenue Ser B 5% due 2/1/26 | Bond | Spouse | $50,001 - $100,000 |
| INTCIntel Corporation - Common Stock | Stock | Spouse | $15,001 - $50,000 |
| Invesco QQQ Trust, Series 1 | Fund | Spouse | $15,001 - $50,000 |
| iShares S&P Mid-Cap 400 Growth ETF | Fund | Spouse | $1,001 - $15,000 |
| JPMJP Morgan Chase & Co. Common Stock | Stock | Spouse | $15,001 - $50,000 |
| Lowndes Cnty MS Sol Wst Disp & Ref - Intern Rev Var % due 4/1/37 | Bond | Spouse | $15,001 - $50,000 |
| Maryland St State Go 5% due 6/1/31 | Bond | Spouse | $50,001 - $100,000 |
| MAMastercard Incorporated Common Stock | Stock | Spouse | $15,001 - $50,000 |
| MCDMcDonald's Corporation Common Stock | Stock | Spouse | $15,001 - $50,000 |
| Merck & Company, Inc. Common Stock Ex-Distribution When Issued | Stock | Spouse | $15,001 - $50,000 |
| METAMeta Platforms, Inc. - Class A Common Stock | Stock | Spouse | $1,001 - $15,000 |
| MSFTMicrosoft Corporation - Common Stock | Stock | Spouse | $15,001 - $50,000 |
| Minnesota St BID GRP1Go 5% due 8/1/2030 | Bond | Spouse | $100,001 - $250,000 |
| Mississippi St Ref Go P/R 10/1/27 5% due 10/1/31 | Bond | Spouse | $50,001 - $100,000 |
| NDW S&P 500 Yield Model | Fund | Spouse | $15,001 - $50,000 |
| New Jesey St Turnpike Auth Ser A Rev - 5% due 1/1/27 | Bond | Spouse | $50,001 - $100,000 |
| New York City NY Muni Wtr Fina 2nd genera rev call 12/15/25 5% due 6/15/27 | Bond | Spouse | $100,001 - $250,000 |
| NextEra Energy Inc. Corp Unit Exp 06/01/2015 | Stock | Spouse | $15,001 - $50,000 |
| North Carolina St Turnpike Aut Bans Rev 5% due 2/1/24 | Bond | Spouse | None |
| PEPPepsico, Inc. | Stock | Spouse | $15,001 - $50,000 |
| PNC Money Market | Other | Spouse | $15,001 - $50,000 |
| PGProcter & Gamble Company | Stock | Spouse | $15,001 - $50,000 |
| Public Fin Auth Wi Poll Control Ref-Duke E Rev Var % due 10/11/46 | Bond | Spouse | $15,001 - $50,000 |
| San Antionio TX Elect & Gas Escrowed T Rev 5% due 2/1/25 | Bond | Spouse | $50,001 - $100,000 |
| San Antonio TX Elect & Gas Unrefunded Rev 5% due 2/1/25 | Bond | Spouse | $15,001 - $50,000 |
| Seatle WA Muni Light &Power Ser C Rev 5% due 9/1/26 | Bond | Spouse | $100,001 - $250,000 |
| GLDSPDR Gold Trust | Fund | Spouse | $15,001 - $50,000 |
| SPDR S&P Aerospace & Defense ETF | Fund | Spouse | $15,001 - $50,000 |
| TROWT. Rowe Price Group, Inc. - Common Stock | Stock | Spouse | $15,001 - $50,000 |
| T. Rowe Price Growth Stock Fd | Fund | Spouse | $250,001 - $500,000 |
| T. Rowe Price Mid-Cap Value Fund, Inc. | Fund | Spouse | $1,001 - $15,000 |
| T. Rowe Price Value Fund, Inc. | Fund | Spouse | $100,001 - $250,000 |
| The Beauty Health Company - Class A Common Stock | Stock | Spouse | None |
| USBU.S. Bancorp Common Stock | Stock | Spouse | $1,001 - $15,000 |
| UNPUnion Pacific Corporation Common Stock | Stock | Spouse | $15,001 - $50,000 |
| UNHUnitedHealth Group Incorporated Common Stock | Stock | Spouse | $1,001 - $15,000 |
| Univ of Texas TS Permanent Uni Ser A Rev - 5% due 7/1/233 | Bond | Spouse | None |
| University of Pittsburgh PA of the C Pitt Asset Rev Call 1/15/29 5% due 2/15/29 | Bond | Spouse | $50,001 - $100,000 |
| Vanguard Growth ETF | Fund | Spouse | $500,001 - $1,000,000 |
| Vanguard International Value Fund | Fund | Spouse | $1,001 - $15,000 |
| Vanguard Mid-Cap ETF | Fund | Spouse | $15,001 - $50,000 |
| Vanguard Mid-Cap Growth ETF | Fund | Spouse | $100,001 - $250,000 |
| Vanguard Mid-Cap Value ETF | Fund | Spouse | $100,001 - $250,000 |
| Vanguard Small-Cap Growth ETF | Fund | Spouse | $50,001 - $100,000 |
| Vanguard Small-Cap Value ETF | Fund | Spouse | $50,001 - $100,000 |
| Vanguard Value ETF | Fund | Spouse | $500,001 - $1,000,000 |
| VZVerizon Communications Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| DISWalt Disney Company | Stock | Spouse | $1,001 - $15,000 |
| Wisconsin St Hlth & Eductn Ascencsion Rev 5% due 11/15/23 | Bond | Spouse | None |
How reports are read: holdings methodology.