Congressional stock trades · Member
Angus S. King, Jr.
Senator · ME · Independent
57 published transactions from periodic transaction reports since 2020, shown as filed. Amounts are the ranges on the form. Each row links to its filing. Holdings from 10 annual reports are below.
Current committees: Senate Committee on Armed Services; Senate Committee on Energy and Natural Resources; Senate Committee on Veterans' Affairs; Senate Select Committee on Intelligence.
| Disclosed | Traded | Days | Owner | Asset | Type | Amount range (as filed) | Source |
|---|---|---|---|---|---|---|---|
| 2026-09-14 | 2026-08-05 | 40 | Spouse | EA - Electronic Arts Inc | Sale (full) | $15,001 - $50,000 | eFD → |
| 2026-03-24 | 2026-02-13 | 39 | Spouse | ADSKAutodesk, Inc. - Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-03-24 | 2026-02-13 | 39 | Spouse | NFLXNetflix, Inc. - Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-03-24 | 2026-02-13 | 39 | Spouse | MSFTMicrosoft Corporation - Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-03-24 | 2026-02-13 | 39 | Spouse | LLYEli Lilly and Company Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-03-24 | 2026-02-13 | 39 | Spouse | BXBlackstone Inc. Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-03-24 | 2026-02-13 | 39 | Spouse | METAMeta Platforms, Inc. - Class A Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-03-24 | 2026-02-13 | 39 | Spouse | ONONOn Holding AG Class A Ordinary Shares | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-03-24 | 2026-02-13 | 39 | Spouse | UBERUber Technologies, Inc. Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-03-24 | 2026-02-13 | 39 | Spouse | PYPLPayPal Holdings, Inc. - Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-01-26 | 2025-12-29 | 28 | Spouse | HONHoneywell International Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2026-01-26 | 2025-12-29 | 28 | Spouse | CMCSAComcast Corp A | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-01-26 | 2025-12-29 | 28 | Spouse | LLYEli Lilly and Company | Purchase | $1,001 - $15,000 | eFD → |
| 2025-08-18 | 2025-07-21 | 28 | Spouse | ONONOn Holding AG Class A Ordinary Shares | Purchase | $1,001 - $15,000 | eFD → |
| 2025-08-18 | 2025-07-21 | 28 | Spouse | AMATApplied Materials, Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2025-08-18 | 2025-07-21 | 28 | Spouse | TMOThermo Fisher Scientific Inc | Sale (full) | $1,001 - $15,000 | eFD → |
| 2025-08-18 | 2025-07-21 | 28 | Spouse | VRTVertiv Holdings, LLC Class A Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2025-08-18 | 2025-07-21 | 28 | Spouse | GOOGLAlphabet Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2025-08-18 | 2025-07-21 | 28 | Spouse | ANETArista Networks Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2025-08-18 | 2025-07-21 | 28 | Spouse | LOWLowe's Companies, Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2025-08-18 | 2025-07-21 | 28 | Spouse | BXBlackstone Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2025-08-18 | 2025-07-21 | 28 | Spouse | KEXKirby Corp | Purchase | $1,001 - $15,000 | eFD → |
| 2025-08-18 | 2025-07-21 | 28 | Spouse | ADSKAutodesk Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2025-08-18 | 2025-07-21 | 28 | Spouse | XOMExxon Mobil Corp | Purchase | $1,001 - $15,000 | eFD → |
| 2025-08-18 | 2025-07-21 | 28 | Spouse | NFLXNetflix Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2025-08-18 | 2025-07-21 | 28 | Spouse | PYPLPayPal Holdings, Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2025-08-18 | 2025-07-21 | 28 | Spouse | UBERUber Technologies Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2025-08-18 | 2025-07-21 | 28 | Spouse | PWRQuanta Services, Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2025-08-18 | 2025-07-21 | 28 | Spouse | JPMJP Morgan Chase & Company | Purchase | $1,001 - $15,000 | eFD → |
| 2025-08-18 | 2025-07-21 | 28 | Spouse | NVDANvidia Corp | Purchase | $1,001 - $15,000 | eFD → |
| 2025-08-18 | 2025-07-21 | 28 | Spouse | AMDAdvanced Micro Devices, Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2025-08-18 | 2025-07-21 | 28 | Spouse | MSFTMicrosoft Corp | Purchase | $1,001 - $15,000 | eFD → |
| 2025-08-18 | 2025-07-21 | 28 | Spouse | METAMeta Platforms Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2025-08-18 | 2025-07-21 | 28 | Spouse | MRVLMarvell Technology Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2025-08-18 | 2025-07-21 | 28 | Spouse | BACBank of America Corp | Purchase | $1,001 - $15,000 | eFD → |
| 2025-08-18 | 2025-07-15 | 34 | Spouse | UNHUnitedhealth Group Inc | Sale (full) | $1,001 - $15,000 | eFD → |
| 2025-08-18 | 2025-07-14 | 35 | Spouse | MAINE ST TURNPIKE AUTH SP BOND Rate/Coupon: 3.00 Matures: 07/01/2026 | Sale (full) | $15,001 - $50,000 | eFD → |
| 2025-08-18 | 2025-07-14 | 35 | Spouse | MAINE ST TURNPIKE AUTH RE REV BOND Rate/Coupon: 4.00 Matures: 07/01/2031 | Sale (full) | $15,001 - $50,000 | eFD → |
| 2024-04-17 | 2024-03-07 | 41 | Spouse | VZVerizon Communications Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2024-01-16 | 2023-12-27 | 20 | Spouse | VZVerizon Communications Inc | Sale (full) | $1,001 - $15,000 | eFD → |
| 2024-01-16 | 2023-12-27 | 20 | Spouse | EAElectronic Arts Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2024-01-02 | 2023-11-10 | 53 ·>45 | Spouse | MAINE STATE HSG AUTH REV Rate/Coupon: 1.95% Matures: 11/15/2023 | Sale (full) | $1,001 - $15,000 | eFD → |
| 2024-01-02 | 2023-11-01 | 62 ·>45 | Spouse | MUNI BOND ORONO ME Rate/Coupon: 3.00% Matures: 11/1/2024 | Sale (full) | $15,001 - $50,000 | eFD → |
| 2023-11-28 | 2023-10-23 | 36 | Spouse | MAINE ST TPK AUTH RE REV BOND Rate/Coupon: 4.0% Matures: 07/01/2031 | Purchase | $15,001 - $50,000 | eFD → |
| 2023-06-20 | 2023-05-19 | 32 | Spouse | MMM3M Company Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-04-13 | 2023-03-20 | 24 | Spouse | USBU.S. Bancorp Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-01-18 | 2022-12-21 | 28 | Spouse | EAElectronic Arts Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2023-01-18 | 2022-12-19 | 30 | Spouse | ADBEAdobe Inc. - Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2021-07-28 | 2021-06-24 | 34 | Spouse | TMOThermo Fisher Scientific Inc. | Purchase | $1,001 - $15,000 | eFD → |
| 2021-07-28 | 2021-06-24 | 34 | Spouse | ADBEAdobe Inc. | Purchase | $1,001 - $15,000 | eFD → |
| 2021-07-28 | 2021-06-10 | 48 ·>45 | Spouse | MAINE ST HSG AUTH REV BOND Rate/Coupon: 1.70% Matures: 11/15/2021 | Sale (full) | $15,001 - $50,000 | eFD → |
| 2020-10-07 | 2020-09-28 | 9 | Spouse | MAINE STATE HSG AUTH REV Rate/Coupon: 2.60% Matures: 11/15/2022 | Sale (full) | $15,001 - $50,000 | eFD → |
| 2020-09-16 | 2020-08-18 | 29 | Spouse | SLBSchlumberger Limited | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-09-16 | 2020-08-18 | 29 | Spouse | VZVerizon Communications Inc. | Purchase | $1,001 - $15,000 | eFD → |
| 2020-09-16 | 2020-08-18 | 29 | Spouse | COPConocoPhillips | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-09-16 | 2020-08-18 | 29 | Spouse | XOMExxon Mobil Corporation | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-04-22 | 2020-03-05 | 48 ·>45 | Spouse | WTRGEssential Utilities, Inc. | Sale (full) | $1,001 - $15,000 | eFD → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2016 report.
161 assets with a value on the report filed 2017-05-15, 35 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) |
|---|---|---|---|
| POTTER ST BRUNSWICK | Other | Joint | $250,001 - $500,000 |
| SUB-ASSET: MEGA INDUSTRIES LLC | Other | Member | $15,001 - $50,000 |
| SUB-ASSET: mWAVE INDUSTRIES LLC | Other | Member | $1,001 - $15,000 |
| SUB-ASSET: MCL REALTY LLC | Other | Member | $1,001 - $15,000 |
| SUB-ASSET: GROW-TECH LLC | Other | Member | $1,001 - $15,000 |
| SUB-ASSET: BIOVATION LLC | Other | Member | None (or less than $1,001) |
| SUB-ASSET: BIOVATION REALTY LLC | Other | Member | None (or less than $1,001) |
| SUB-ASSET: LIGHTHOUSE IMAGING LLC | Other | Member | $1,001 - $15,000 |
| SUB-ASSET: TRAK TEC LLC | Other | Member | $1,001 - $15,000 |
| SUB-ASSET: ANANIA EUROPE UG | Other | Member | $1,001 - $15,000 |
| SUB-ASSET: SYNERGISTIC SOFTWARE SOLUTIONS LLC | Other | Member | $1,001 - $15,000 |
| SUB-ASSET: ELMET TECHNOLOGIES | Other | Member | $15,001 - $50,000 |
| TD BANK NA AGGREGATE ACCOUNTS | Other | Joint | $15,001 - $50,000 |
| PRUPrudential Financial, Inc. (NYSE) | Stock | Member | $1,001 - $15,000 |
| PRUDENTIAL INSURANCE CO WHOLE LIFE POLICY | Other | Member | $15,001 - $50,000 |
| PRUDENTIAL INSURANCE APPRECIABLE LIFE POLICY | Other | Member | $15,001 - $50,000 |
| MARMarriott International, Inc. (NASDAQ) | Stock | Member | $15,001 - $50,000 |
| HSTHost Hotels & Resorts, Inc. (NYSE) | Stock | Member | $1,001 - $15,000 |
| VACMarriott Vacations Worldwide Corp. | Stock | Member | $1,001 - $15,000 |
| GLDSPDR Gold Shares | Fund | Member | $1,001 - $15,000 |
| Harding Loevner Emerging Markets Advisor (NASDAQ) | Fund | Member | $15,001 - $50,000 |
| Sit Dividend Growth S (NASDAQ) | Fund | Member | $100,001 - $250,000 |
| Tweedy, Browne Global Value (NASDAQ) | Fund | Member | $15,001 - $50,000 |
| Fidelity Strategic Real Return (NASDAQ) | Fund | Member | $1,001 - $15,000 |
| T. Rowe Price Strategic Income (NASDAQ) | Fund | Member | $15,001 - $50,000 |
| CHARLES SCHWAB | Other | Member | $1,001 - $15,000 |
| T. Rowe Price Instl Floating Rate (NASDAQ) | Fund | Member | $15,001 - $50,000 |
| BANK OF AMERICA, NA | Other | Member | $15,001 - $50,000 |
| MAINE TAX EXEMPT CTF | Other | Member | $1,000,001 - $5,000,000 |
| Vanguard Interm-Term Tx-Ex Adm (NASDAQ) | Fund | Member | $500,001 - $1,000,000 |
| Gateway A (NASDAQ) | Fund | Member | $15,001 - $50,000 |
| Schwab Tax-Exempt Money Fund Sw (NASDAQ) | Fund | Member | $100,001 - $250,000 |
| Vanguard 500 Index Admiral (NASDAQ) | Fund | Member | $1,000,001 - $5,000,000 |
| Schwab Advisor Cash Reserves Pr (NASDAQ) | Fund | Member | $1,001 - $15,000 |
| Fidelity Advisor Floating Rate Hi Inc I (NASDAQ) | Fund | Member | $1,001 - $15,000 |
| iShares 1-3 Year Credit Bond | Fund | Member | $1,001 - $15,000 |
| iShares Russell 2000 Growth | Fund | Member | $15,001 - $50,000 |
| iShares Russell 2000 Value | Fund | Member | $15,001 - $50,000 |
| iShares S&P 500 Value (NYSEArca) | Fund | Member | $1,001 - $15,000 |
| iShares S&P 500 Growth (NYSEArca) | Fund | Member | $1,001 - $15,000 |
| iShares S&P Mid-Cap 400 Value (NYSEArca) | Fund | Member | $1,001 - $15,000 |
| iShares S&P Mid-Cap 400 Growth (NYSEArca) | Fund | Member | $1,001 - $15,000 |
| American Funds Intl Gr and Inc F1 (NASDAQ) | Fund | Member | $1,001 - $15,000 |
| JPMorgan Mid Cap Value A (NASDAQ) | Fund | Member | $1,001 - $15,000 |
| Oakmark International Small Cap I (NASDAQ) | Fund | Member | $1,001 - $15,000 |
| Oakmark International I (NASDAQ) | Fund | Member | $1,001 - $15,000 |
| JP MORGAN CHASE & CO CORP BOND | Bond | Member | $1,001 - $15,000 |
| BERKSHIRE HATHAWAY INC CORP BOND | Bond | Member | $1,001 - $15,000 |
| American Funds Capital World Bond F1 (NASDAQ) | Fund | Member | $1,001 - $15,000 |
| Templeton Global Bond A (NASDAQ) | Fund | Member | $1,001 - $15,000 |
| JPMorgan Strategic Income Opps A (NASDAQ) | Fund | Member | $1,001 - $15,000 |
| Loomis Sayles Strategic Income A (NASDAQ) | Fund | Member | None (or less than $1,001) |
| PIMCO Total Return A (NASDAQ) | Fund | Member | $1,001 - $15,000 |
| First Eagle Global A (NASDAQ) | Fund | Member | $1,001 - $15,000 |
| Fidelity Advisor Strategic Income A (NASDAQ) | Fund | Member | $1,001 - $15,000 |
| Invesco Convertible Securities A (NASDAQ) | Fund | Member | $1,001 - $15,000 |
| Dodge & Cox International Stock (NASDAQ) | Fund | Member | $15,001 - $50,000 |
| Wells Fargo Advantage Asset Alloc A (NASDAQ) | Fund | Member | $15,001 - $50,000 |
| US TREASURY NOTE 1.875% MATURES 8/31/2022 | Bond | Member | $1,001 - $15,000 |
| US TREASURY NOTE 1.75% MATURES 1/31/2023 | Bond | Member | $1,001 - $15,000 |
| Harding Loevner Emerging Markets Advisor (NASDAQ) | Fund | Member | $15,001 - $50,000 |
| GLDSPDR Gold Shares | Fund | Member | $1,001 - $15,000 |
| Tweedy, Browne Global Value (NASDAQ) | Fund | Member | $15,001 - $50,000 |
| AB Concentrated Growth Advisor (NASDAQ) | Fund | Member | $50,001 - $100,000 |
| Fidelity Strategic Real Return (NASDAQ) | Fund | Member | $1,001 - $15,000 |
| T. Rowe Price Strategic Income (NASDAQ) | Fund | Member | $15,001 - $50,000 |
| CHARLES SCHWAB | Other | Member | $1,001 - $15,000 |
| T. Rowe Price Instl Floating Rate (NASDAQ) | Fund | Member | $15,001 - $50,000 |
| Jensen Quality Growth I | Fund | Member | $15,001 - $50,000 |
| ECLEcolab Inc. (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| DISThe Walt Disney Company (NYSE) | Stock | Spouse | $15,001 - $50,000 |
| NKENike, Inc. (NYSE) | Stock | Spouse | $15,001 - $50,000 |
| TJXThe TJX Companies, Inc. (NYSE) | Stock | Spouse | $15,001 - $50,000 |
| TGTTarget Corp. (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| KMBKimberly-Clark Corporation (NYSE) | Stock | Spouse | $15,001 - $50,000 |
| MKCMcCormick & Company, Incorporated (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| PEPPepsico, Inc. (NYSE) | Stock | Spouse | $15,001 - $50,000 |
| PGThe Procter & Gamble Company (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| XOMExxon Mobil Corporation (NYSE) | Stock | Spouse | $15,001 - $50,000 |
| SLBSchlumberger Limited (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| AXPAmerican Express Company (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| CB - Chubb Limited | Stock | Spouse | $1,001 - $15,000 |
| CMECME Group Inc. (NASDAQ) | Stock | Spouse | $15,001 - $50,000 |
| iShares US Financials | Fund | Spouse | $1,001 - $15,000 |
| USBU.S. Bancorp (NYSE) | Stock | Spouse | $15,001 - $50,000 |
| GILDGilead Sciences Inc. (NASDAQ) | Stock | Spouse | $1,001 - $15,000 |
| JNJJohnson & Johnson (NYSE) | Stock | Spouse | $15,001 - $50,000 |
| NVSNovartis AG (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| TEVATeva Pharmaceutical Industries Limited (NYSE) | Stock | Spouse | None (or less than $1,001) |
| WATWaters Corporation (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| MMM3M Company (NYSE) | Stock | Spouse | $15,001 - $50,000 |
| GEGeneral Electric Company (NYSE) | Stock | Spouse | None (or less than $1,001) |
| NSCNorfolk Southern Corporation (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| UPSUnited Parcel Service, Inc. (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| RTXUnited Technologies Corp. (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| AAPLApple Inc. (NASDAQ) | Stock | Spouse | $1,001 - $15,000 |
| CSCOCisco Systems, Inc. (NASDAQ) | Stock | Spouse | $15,001 - $50,000 |
| EMC Corporation (NYSE) | Stock | Spouse | None (or less than $1,001) |
| IBMInternational Business Machines Corporation (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| ORCLOracle Corporation (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| Aqua America Inc. (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| NEENextEra Energy, Inc. (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| SRESempra Energy (NYSE) | Stock | Spouse | None (or less than $1,001) |
| Vanguard Mid Cap Index Inv (NASDAQ) | Fund | Spouse | $15,001 - $50,000 |
| Harbor International Institutional (NASDAQ) | Fund | Spouse | $15,001 - $50,000 |
| iShares MSCI EAFE | Fund | Spouse | $1,001 - $15,000 |
| MFS International Value A (NASDAQ) | Fund | Spouse | $15,001 - $50,000 |
| Oakmark International I (NASDAQ) | Fund | Spouse | $15,001 - $50,000 |
| iShares MSCI Emerging Markets | Fund | Spouse | $1,001 - $15,000 |
| Wells Fargo Advantage Asset Alloc Instl (NASDAQ) | Fund | Spouse | $1,001 - $15,000 |
| Gateway Y (NASDAQ) | Fund | Spouse | $15,001 - $50,000 |
| Templeton Global Bond A (NASDAQ) | Fund | Spouse | $1,001 - $15,000 |
| Fidelity Strategic Income (NASDAQ) | Fund | Spouse | $15,001 - $50,000 |
| MUNI BOND CAPE ELIZABETH ME | Bond | Spouse | $15,001 - $50,000 |
| MAINE ST HSG AUTH BOND | Bond | Spouse | None (or less than $1,001) |
| STATE OF MAINE STREET BOND | Bond | Spouse | $15,001 - $50,000 |
| MAINE MUNI BOND BANK | Bond | Spouse | $1,001 - $15,000 |
| MAINE MUNI BOND BANK | Bond | Spouse | $15,001 - $50,000 |
| MUNI BOND YORK ME | Bond | Spouse | $1,001 - $15,000 |
| MUNI BOND KENNEBUNK ME | Bond | Spouse | $1,001 - $15,000 |
| MAINE ST TURNPIKE AUTH BOND | Bond | Spouse | $15,001 - $50,000 |
| MAINE ST HSG AUTH BOND | Bond | Spouse | None (or less than $1,001) |
| MAINE HEALTH & HIGH BOND | Bond | Spouse | $1,001 - $15,000 |
| MAINE HEALTH & HIGH BOND | Bond | Spouse | $1,001 - $15,000 |
| MAINE MUNI BOND BANK | Bond | Spouse | $1,001 - $15,000 |
| MAINE MUNI BOND BANK | Bond | Spouse | $15,001 - $50,000 |
| MAINE ST HSG AUTH BOND | Bond | Spouse | $15,001 - $50,000 |
| Schwab Advisor Cash Reserves Pr (NASDAQ) | Fund | Spouse | $50,001 - $100,000 |
| MAINE MUNI BOND BANK | Bond | Spouse | $15,001 - $50,000 |
| MAINE ST TPK AUTH SP BOND | Bond | Spouse | $15,001 - $50,000 |
| MUNI BOND ORONO ME | Bond | Spouse | $15,001 - $50,000 |
| UNHUnitedHealth Group Incorporated (NYSE) | Stock | Spouse | $15,001 - $50,000 |
| MUNI BOND ELLSWORTH ME GO | Bond | Spouse | $15,001 - $50,000 |
| MAINE STATE HSG AUTH REV | Bond | Spouse | $15,001 - $50,000 |
| MAINE HEALTH & HIGHER ED REV BOND | Bond | Spouse | $15,001 - $50,000 |
| MAINE HEALTH & HIGHER ED REV BOND | Bond | Spouse | $15,001 - $50,000 |
| REGIONAL SCHOOL UNIT NO 5 ME | Bond | Spouse | $15,001 - $50,000 |
| Vanguard Short-Term Tx-Ex Adm | Fund | Spouse | $50,001 - $100,000 |
| MAINE STATE HSG AUTH REV | Bond | Spouse | $1,001 - $15,000 |
| Oakmark International I (NASDAQ) | Fund | Spouse | $1,001 - $15,000 |
| PIMCO All Asset Instl (NASDAQ) | Fund | Spouse | None (or less than $1,001) |
| iShares Intm Government/Credit Bond | Fund | Spouse | $1,001 - $15,000 |
| iShares 1-3 Year Credit Bond | Fund | Spouse | $1,001 - $15,000 |
| Templeton Global Bond A (NASDAQ) | Fund | Spouse | $1,001 - $15,000 |
| Schwab Advisor Cash Reserves Pr (NASDAQ) | Fund | Spouse | $1,001 - $15,000 |
| Oppenheimer Developing Markets Y (NASDAQ) | Fund | Spouse | $1,001 - $15,000 |
| iShares Core S&P Small-Cap | Fund | Spouse | $1,001 - $15,000 |
| iShares Core US Aggregate Bond | Fund | Spouse | $1,001 - $15,000 |
| Schwab US Mid-Cap ETF | Fund | Spouse | $1,001 - $15,000 |
| SPYSPDR S&P 500 ETF | Fund | Spouse | $15,001 - $50,000 |
| Gateway A | Fund | Spouse | $1,001 - $15,000 |
| Wells Fargo Asset Allocation A | Fund | Spouse | $1,001 - $15,000 |
| Vanguard 500 Index Inv (NASDAQ) | Fund | Dependent | $1,001 - $15,000 |
| Vanguard Dividend Appreciation ETF (NYSEArca) | Fund | Dependent | $1,001 - $15,000 |
| Vanguard Mid Cap Index Inv (NASDAQ) | Fund | Dependent | $1,001 - $15,000 |
| Templeton Global Bond A (NASDAQ) | Fund | Dependent | None (or less than $1,001) |
| PIMCO Low Duration Instl (NASDAQ) | Fund | Dependent | $1,001 - $15,000 |
| Schwab Advisor Cash Reserves Pr (NASDAQ) | Fund | Dependent | None (or less than $1,001) |
| Schwab US Small-Cap ETF (NYSEArca) | Fund | Dependent | $1,001 - $15,000 |
| Schwab US Aggregate Bond ETF | Fund | Dependent | $1,001 - $15,000 |
| A WOMAN, A PART LLC | Other | Spouse | $1,001 - $15,000 |
How reports are read: holdings methodology.