Congressional stock trades · Member
David B. McKinley
Former representative · WV-1 · Republican
157 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 6 annual reports are below.
| Disclosed | Traded | Days | Owner | Asset | Type | Amount range (as filed) | Source |
|---|---|---|---|---|---|---|---|
| 2022-10-12 | 2022-09-21 | 21 | Member | TSLATesla, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-10-12 | 2022-09-21 | 21 | Member | SWKStanley Black & Decker, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2022-10-12 | 2022-09-21 | 21 | Member | AJGArthur J. Gallagher & Co. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-10-12 | 2022-09-21 | 21 | Member | ABTAbbott Laboratories | Sale | $1,001 - $15,000 | Clerk → |
| 2022-10-12 | 2022-09-21 | 21 | Member | KMXCarMax Inc | Sale | $1,001 - $15,000 | Clerk → |
| 2022-10-12 | 2022-09-21 | 21 | Member | GWWW.W. Grainger, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-10-12 | 2022-09-21 | 21 | Member | SPGIS&P Global Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2022-10-12 | 2022-09-21 | 21 | Member | CNCCentene Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-08-03 | 2022-07-07 | 27 | Member | JJacobs Engineering Group Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-08-03 | 2022-07-07 | 27 | Member | ORLYO'Reilly Automotive, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-08-03 | 2022-07-07 | 27 | Member | COSTCostco Wholesale Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-08-03 | 2022-07-07 | 27 | Member | UNHUnitedHealth Group Incorporated Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-06-10 | 2022-05-20 | 21 | Member | GPNGlobal Payments Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-01-14 | 2021-12-27 | 18 | Joint | ELVAnthem, Inc. | Sale | $50,001 - $100,000 | Clerk → |
| 2022-01-14 | 2021-12-27 | 18 | Joint | SYYSysco Corporation | Sale | $50,001 - $100,000 | Clerk → |
| 2022-01-14 | 2021-12-06 | 39 | Joint | LINLinde plc Ordinary Share | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-01-14 | 2021-12-06 | 39 | Member | LINLinde plc Ordinary Share | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-12 | 2021-09-16 | 26 | Joint | AVGOBroadcom Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-10-12 | 2021-09-16 | 26 | Member | AVGOBroadcom Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-09-13 | 2021-08-19 | 25 | Member | TMOThermo Fisher Scientific Inc | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-09-13 | 2021-08-19 | 25 | Member | TSCOTractor Supply Company | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-09-13 | 2021-08-19 | 25 | Member | INTUIntuit Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-09-13 | 2021-08-19 | 25 | Member | GOOGLAlphabet Inc. - Class A | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-09-13 | 2021-08-19 | 25 | Member | ACNAccenture plc Class A Ordinary Shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-09-13 | 2021-08-19 | 25 | Member | ELEstee lauder Companies, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-09-13 | 2021-08-19 | 25 | Member | AAPLApple Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-06-02 | 2021-05-27 | 6 | Member | SWKStanley Black & Decker, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-06-02 | 2021-05-27 | 6 | Member | NFLXNetflix, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-06-02 | 2021-05-12 | 21 | Joint | Cerner Corporation | Sale | $15,001 - $50,000 | Clerk → |
| 2021-06-02 | 2021-05-12 | 21 | Joint | AKAMAkamai Technologies, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2021-06-02 | 2021-05-12 | 21 | Joint | ROPRoper Technologies, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2021-06-02 | 2021-05-12 | 21 | Joint | ECLEcolab Inc. | Sale | $439.25 | Clerk → |
| 2021-06-02 | 2021-05-12 | 21 | Joint | RTXRaytheon Technologies Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2021-04-06 | 2021-03-24 | 13 | Member | Cerner Corporation | Sale | $15,001 - $50,000 | Clerk → |
| 2021-04-06 | 2021-03-24 | 13 | Member | AKAMAkamai Technologies, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-04-06 | 2021-03-24 | 13 | Member | ROPRoper Technologies, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-03-01 | 2021-02-22 | 7 | Member | ORLYO'Reilly Automotive, Inc. | Purchase | $914.02 | Clerk → |
| 2021-03-01 | 2021-02-22 | 7 | Member | Cerner Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-03-01 | 2021-02-22 | 7 | Member | RPMRPM International Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-03-01 | 2021-02-22 | 7 | Member | NFLXNetflix, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-03-01 | 2021-02-22 | 7 | Member | KMXCarMax Inc | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-03-01 | 2021-02-22 | 7 | Member | FISVFiserv, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-03-01 | 2021-02-22 | 7 | Member | GPNGlobal Payments Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-03-01 | 2021-02-22 | 7 | Member | COSTCostco Wholesale Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-11-12 | 2020-10-05 | 38 | Joint | Cerner Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-11-12 | 2020-10-05 | 38 | Joint | TMOThermo Fisher Scientific Inc | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-09-03 | 2020-08-28 | 6 | Joint | WMWaste Management, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-09-03 | 2020-08-28 | 6 | Joint | INTUIntuit Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-09-03 | 2020-08-28 | 6 | Joint | MSFTMicrosoft Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-09-03 | 2020-08-28 | 6 | Joint | MAMastercard Incorporated | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-09-03 | 2020-08-28 | 6 | Joint | HDHome Depot, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-09-03 | 2020-08-28 | 6 | Joint | ELEstee lauder Companies, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-09-03 | 2020-08-28 | 6 | Joint | RPMRPM International Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-09-03 | 2020-08-28 | 6 | Joint | AAPLApple Inc. | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2020-09-03 | 2020-08-28 | 6 | Joint | ABTAbbott laboratories | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-09-03 | 2020-08-25 | 9 | Joint | BDXBecton, Dickinson and Company | Sale | $15,001 - $50,000 | Clerk → |
| 2020-09-03 | 2020-08-25 | 9 | Joint | RPMRPM International Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2020-09-03 | 2020-08-25 | 9 | Joint | Activision Blizzard, Inc | Purchase | $15,001 - $50,000 | Clerk → |
| 2020-09-03 | 2020-08-25 | 9 | Member | SYYSysco Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-09-03 | 2020-08-25 | 9 | Joint | RTXRaytheon Technologies Corporation | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2020-09-03 | 2020-08-25 | 9 | Joint | ECLEcolab Inc. | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2020-09-03 | 2020-08-25 | 9 | Joint | QCOMQUALCOMM Incorporated | Purchase | $15,001 - $50,000 | Clerk → |
| 2020-09-03 | 2020-08-20 | 14 | Member | Activision Blizzard, Inc | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-09-03 | 2020-08-20 | 14 | Member | KMXCarMax Inc | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-09-03 | 2020-08-20 | 14 | Member | RTXRaytheon Technologies Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-09-03 | 2020-08-20 | 14 | Member | ECLEcolab Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-09-03 | 2020-08-20 | 14 | Member | QCOMQUALCOMM Incorporated | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-09-03 | 2020-08-20 | 14 | Member | RPMRPM International Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-09-03 | 2020-08-20 | 14 | Member | ELVAnthem, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-09-03 | 2020-08-20 | 14 | Member | NFLXNetflix, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-09-03 | 2020-08-20 | 14 | Member | BDXBecton, Dickinson and Company | Sale | $1,001 - $15,000 | Clerk → |
| 2020-07-10 | 2020-06-01 | 39 | Member | TSCOTractor Supply Company | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-07-10 | 2020-06-01 | 39 | Member | ROPRoper Technologies, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-07-10 | 2020-06-01 | 39 | Member | ELEstee lauder Companies, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-06-03 | 2020-05-26 | 8 | Joint | MSFTMicrosoft Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-06-03 | 2020-05-26 | 8 | Joint | GPNGlobal Payments Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-05-15 | 2020-04-30 | 15 | Joint | ELEstee lauder Companies, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-15 | 2020-04-30 | 15 | Joint | JJacobs Engineering group Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2020-05-15 | 2020-04-30 | 15 | Member | ECLEcolab Inc. | Purchase | $387.85 | Clerk → |
| 2020-05-15 | 2020-04-30 | 15 | Member | MAMastercard Incorporated | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-15 | 2020-04-30 | 15 | Member | WMWaste Management, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-15 | 2020-04-30 | 15 | Member | COSTCostco Wholesale Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-15 | 2020-04-30 | 15 | Joint | SPGIS&P global Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2020-05-15 | 2020-04-30 | 15 | Member | HDHome Depot, Inc. | Purchase | $440.78 | Clerk → |
| 2020-05-15 | 2020-04-30 | 15 | Member | SPGIS&P global Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-15 | 2020-04-30 | 15 | Joint | AKAMAkamai Technologies, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-15 | 2020-04-30 | 15 | Member | GOOGLAlphabet Inc. - Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-15 | 2020-04-30 | 15 | Member | BDXBecton, Dickinson and Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-15 | 2020-04-30 | 15 | Member | ROPRoper Technologies, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-15 | 2020-04-30 | 15 | Joint | ORLYO'Reilly Automotive, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-15 | 2020-04-30 | 15 | Member | ORLYO'Reilly Automotive, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-15 | 2020-04-30 | 15 | Joint | BDXBecton, Dickinson and Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-15 | 2020-04-30 | 15 | Member | UNHUnitedHealth group Incorporated Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-15 | 2020-04-30 | 15 | Joint | TJXTJX Companies, Inc. | Purchase | $99.83 | Clerk → |
| 2020-05-15 | 2020-04-30 | 15 | Member | AKAMAkamai Technologies, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-15 | 2020-04-30 | 15 | Joint | TMOThermo Fisher Scientific Inc | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-15 | 2020-04-30 | 15 | Member | ELVAnthem, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-15 | 2020-04-30 | 15 | Joint | AAPLApple Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-15 | 2020-04-30 | 15 | Joint | SBUXStarbucks Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-15 | 2020-04-30 | 15 | Joint | ACNAccenture plc Class A ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-15 | 2020-04-30 | 15 | Joint | TSCOTractor Supply Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-15 | 2020-04-30 | 15 | Joint | COSTCostco Wholesale Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-15 | 2020-04-30 | 15 | Member | SYYSysco Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-15 | 2020-04-30 | 15 | Member | ACNAccenture plc Class A ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-15 | 2020-04-30 | 15 | Joint | WMWaste Management, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-15 | 2020-04-30 | 15 | Member | TJXTJX Companies, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-15 | 2020-04-30 | 15 | Member | AAPLApple Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-15 | 2020-04-30 | 15 | Joint | RTXRaytheon Technologies Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-15 | 2020-04-30 | 15 | Member | GPNGlobal Payments Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-15 | 2020-04-30 | 15 | Joint | GOOGLAlphabet Inc. - Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-15 | 2020-04-30 | 15 | Member | TSCOTractor Supply Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-15 | 2020-04-30 | 15 | Member | RTXRaytheon Technologies Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-15 | 2020-04-30 | 15 | Member | SBUXStarbucks Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-15 | 2020-04-30 | 15 | Joint | MAMastercard Incorporated | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-15 | 2020-04-30 | 15 | Member | ABTAbbott laboratories | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-15 | 2020-04-30 | 15 | Joint | ECLEcolab Inc. | Purchase | $387.85 | Clerk → |
| 2020-05-15 | 2020-04-30 | 15 | Member | ELEstee lauder Companies, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-15 | 2020-04-30 | 15 | Member | JJacobs Engineering group Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-15 | 2020-04-24 | 21 | Joint | OTISOtis Worldwide Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-15 | 2020-04-24 | 21 | Joint | CARRCarrier global Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-15 | 2020-04-24 | 21 | Joint | RTXRaytheon Technologies Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-15 | 2020-04-13 | 32 | Member | RTXRaytheon Technologies Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-15 | 2020-04-13 | 32 | Member | OTISOtis Worldwide Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-15 | 2020-04-13 | 32 | Member | CARRCarrier global Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-15 | 2020-04-03 | 42 | Member | RTXUnited Technologies Corporation | Exchange | $1,001 - $15,000 | Clerk → |
| 2020-05-15 | 2020-04-03 | 42 | Joint | RTXUnited Technologies Corporation | Exchange | $15,001 - $50,000 | Clerk → |
| 2020-04-15 | 2020-03-28 | 18 | Joint | MAIN STREET FINANCIAL SERVICES CORPORATION | Exchange | $15,001 - $50,000 | Clerk → |
| 2020-04-15 | 2020-03-23 | 23 | Joint | CACICACI International, Inc. Class A | Purchase | $15,001 - $50,000 | Clerk → |
| 2020-04-15 | 2020-03-23 | 23 | Joint | SYYSysco Corporation | Purchase | $15,001 - $50,000 | Clerk → |
| 2020-04-15 | 2020-03-23 | 23 | Joint | SBUXStarbucks Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-04-15 | 2020-03-23 | 23 | Joint | TJXTJX Companies, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2020-04-15 | 2020-03-23 | 23 | Joint | RTXUnited Technologies Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-04-15 | 2020-03-23 | 23 | Joint | Aaron's, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-15 | 2020-03-23 | 23 | Joint | AAPLApple Inc. | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2020-04-15 | 2020-03-23 | 23 | Joint | SPGIS&P global Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-04-15 | 2020-03-23 | 23 | Joint | COSTCostco Wholesale Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-04-15 | 2020-03-23 | 23 | Joint | ELVAnthem, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2020-04-15 | 2020-03-23 | 23 | Joint | GOOGLAlphabet Inc. - Class A | Purchase | $15,001 - $50,000 | Clerk → |
| 2020-04-15 | 2020-03-23 | 23 | Joint | WMWaste Management, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-04-15 | 2020-03-23 | 23 | Joint | UNHUnitedHealth group Incorporated Common Stock | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2020-04-15 | 2020-03-23 | 23 | Joint | DLTRDollar Tree, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2020-04-15 | 2020-03-23 | 23 | Joint | TMOThermo Fisher Scientific Inc | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2020-04-15 | 2020-03-09 | 37 | Member | SPGIS&P global Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-04-15 | 2020-03-09 | 37 | Member | Aaron's, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-15 | 2020-03-09 | 37 | Member | DLTRDollar Tree, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-15 | 2020-03-09 | 37 | Member | COSTCostco Wholesale Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-04-15 | 2020-03-09 | 37 | Member | GOOGLAlphabet Inc. - Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-04-15 | 2020-03-09 | 37 | Member | AAPLApple Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-04-15 | 2020-03-09 | 37 | Member | DRIDarden Restaurants, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-15 | 2020-03-09 | 37 | Member | GPNGlobal Payments Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-04-15 | 2020-03-09 | 37 | Member | MSFTMicrosoft Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-04-15 | 2020-03-03 | 43 | Joint | TSCOTractor Supply Company | Purchase | $15,001 - $50,000 | Clerk → |
| 2020-01-06 | 2019-12-30 | 7 | Joint | ACNAccenture plc Class a Ordinary shares | Purchase | $15,001 - $50,000 | Clerk → |
| 2020-01-06 | 2019-12-30 | 7 | Joint | WMWaste Management, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2020-01-06 | 2019-12-19 | 18 | Joint | VFCV.F. Corporation | Sale | $15,001 - $50,000 | Clerk → |
| 2020-01-06 | 2019-12-19 | 18 | Joint | CLXClorox Company | Sale | $15,001 - $50,000 | Clerk → |
| 2020-01-06 | 2019-12-19 | 18 | Joint | EXPDExpeditors International of Washington, Inc. | Sale | $15,001 - $50,000 | Clerk → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2020 report.
147 assets with a value on the report filed 2021-08-11, 69 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) |
|---|---|---|---|
| Aarons Holdings Company, Inc. | Stock | Joint | None |
| ABTAbbott Laboratories | Stock | Joint | $15,001 - $50,000 |
| ACNAccenture plc Class a Ordinary shares | Stock | Joint | $50,001 - $100,000 |
| Activision Blizzard, Inc | Stock | Joint | $15,001 - $50,000 |
| AKAMAkamai Technologies, Inc. | Stock | Joint | $15,001 - $50,000 |
| GOOGLAlphabet Inc. - Class a | Stock | Joint | $15,001 - $50,000 |
| American General Life Insurance | Other | Spouse | $1,001 - $15,000 |
| ELVAnthem, Inc. | Stock | Joint | $15,001 - $50,000 |
| AAPLApple Inc. | Stock | Joint | $15,001 - $50,000 |
| ARK Innovation | Fund | Joint | $250,001 - $500,000 |
| Artisan Intl Value Fund advisor APDKX | Fund | Joint | None |
| AXa Equitable Life Insurance | Other | Member | $1,001 - $15,000 |
| BDXBecton, Dickinson and Company | Stock | Joint | None |
| BMO Intermediate Tax Free | Fund | Joint | $15,001 - $50,000 |
| CACICACI International, Inc. Class a | Stock | Joint | $15,001 - $50,000 |
| Cerner Corporation | Stock | Joint | $15,001 - $50,000 |
| COSTCostco Wholesale Corporation | Stock | Joint | $15,001 - $50,000 |
| DLTRDollar Tree, Inc. | Stock | Joint | None |
| ECLEcolab Inc. | Stock | Joint | $1 - $1,000 |
| ELEstee Lauder Companies, Inc. | Stock | Joint | $50,001 - $100,000 |
| Fidelity Government Cash Reserves | Fund | Spouse | $1 - $1,000 |
| Fidelity Gov't Cash Reserve | Fund | Joint | $15,001 - $50,000 |
| First Trust Biotech arca ETF. FBT | Fund | Joint | None |
| FISVFiserv, Inc. | Stock | Joint | $50,001 - $100,000 |
| GPNGlobal Payments Inc. | Stock | Joint | $15,001 - $50,000 |
| Harding Loevner Inter | Fund | Joint | $100,001 - $250,000 |
| SMART529 Hartford Growth Portfolio E | Fund | Member | $50,001 - $100,000 |
| SMART529 Hartford stable Value Fund E | Fund | Member | $1,001 - $15,000 |
| HDHome Depot, Inc. | Stock | Joint | $15,001 - $50,000 |
| INTUIntuit Inc. | Stock | Joint | $15,001 - $50,000 |
| aarons Holdings Company, Inc. | Stock | Member | None |
| ABTabbott Laboratories | Stock | Member | $1,001 - $15,000 |
| ACNaccenture plc Class a Ordinary shares | Stock | Member | $15,001 - $50,000 |
| activision Blizzard, Inc | Stock | Member | $1,001 - $15,000 |
| AKAMakamai Technologies, Inc. | Stock | Member | $1,001 - $15,000 |
| GOOGLalphabet Inc. - Class a | Stock | Member | $15,001 - $50,000 |
| ELVanthem, Inc. | Stock | Member | None |
| AAPLapple Inc. | Stock | Member | $15,001 - $50,000 |
| ARK Innovation | Fund | Member | $50,001 - $100,000 |
| BDXBecton, Dickinson and Company | Stock | Member | None |
| Blackrock Total Return | Fund | Member | $15,001 - $50,000 |
| CACICACI International, Inc. Class a | Stock | Member | $1,001 - $15,000 |
| KMXCarMax Inc | Stock | Member | $1,001 - $15,000 |
| Cerner Corporation | Stock | Member | $1,001 - $15,000 |
| COSTCostco Wholesale Corporation | Stock | Member | $15,001 - $50,000 |
| DRIDarden Restaurants, Inc. | Stock | Member | None |
| DLTRDollar Tree, Inc. | Stock | Member | None |
| Doubleline Total Return Bond Fd DBLTX | Fund | Member | None |
| ECLEcolab Inc. | Stock | Member | None |
| ELEstee Lauder Companies, Inc. | Stock | Member | $15,001 - $50,000 |
| Fidelity Govt Cash Reserve | Fund | Member | $15,001 - $50,000 |
| FISVFiserv, Inc. | Stock | Member | $1,001 - $15,000 |
| GPNGlobal Payments Inc. | Stock | Member | $15,001 - $50,000 |
| Harding Loevner Intl Eq Port Inst HLMIX | Fund | Member | None |
| HDHome Depot, Inc. | Stock | Member | $15,001 - $50,000 |
| INTUIntuit Inc. | Stock | Member | $15,001 - $50,000 |
| ishares 1-5 Year Investment Grade Corporate Bond ETF | Stock | Member | $15,001 - $50,000 |
| ishares Core S&P Small-Cap ETF | Stock | Member | $15,001 - $50,000 |
| ishares Core U.s. aggregate Bond ETF | Stock | Member | $50,001 - $100,000 |
| ishares IBoxx $ Investment Grade Corporate Bond ETF | Stock | Member | $15,001 - $50,000 |
| ishares MSCI Usa Momentum Factor ETF | Stock | Member | $50,001 - $100,000 |
| ishares Russell 1000 ETF | Stock | Member | None |
| ishares Russell Midcap Growth ETF | Stock | Member | $1,001 - $15,000 |
| ishares U.s. Financial services ETF | Stock | Member | None |
| ishares U.s. Treasury Bond ETF | Stock | Member | $15,001 - $50,000 |
| JJacobs Engineering Group Inc. | Stock | Member | $15,001 - $50,000 |
| JP Morgan Emerging Markets | Fund | Member | $50,001 - $100,000 |
| MAMastercard Incorporated | Stock | Member | $15,001 - $50,000 |
| MFS International Growth Fund | Fund | Member | $50,001 - $100,000 |
| MSFTMicrosoft Corporation | Stock | Member | $15,001 - $50,000 |
| NFLXNetflix, Inc. | Stock | Member | $1,001 - $15,000 |
| ORLYO'Reilly automotive, Inc. | Stock | Member | $1,001 - $15,000 |
| Primecap Odyssey | Fund | Member | $50,001 - $100,000 |
| QCOMQUALCOMM Incorporated | Stock | Member | $15,001 - $50,000 |
| ROPRoper Technologies, Inc. | Stock | Member | $15,001 - $50,000 |
| RPMRPM International Inc. | Stock | Member | $1,001 - $15,000 |
| SPGIS&P Global Inc. | Stock | Member | $1,001 - $15,000 |
| SBUXstarbucks Corporation | Stock | Member | $15,001 - $50,000 |
| SYYsysco Corporation | Stock | Member | None |
| TMOThermo Fisher scientific Inc | Stock | Member | $15,001 - $50,000 |
| TJXTJX Companies, Inc. | Stock | Member | $15,001 - $50,000 |
| TSCOTractor supply Company | Stock | Member | $15,001 - $50,000 |
| RTXUnited Technologies Corporation | Stock | Member | None |
| UNHUnitedHealth Group Incorporated Common stock | Stock | Member | $15,001 - $50,000 |
| Vanguard FTSE Emerging Markets ETF | Stock | Member | None |
| Vanguard International Developed | Fund | Member | $100,001 - $250,000 |
| Vanguard International Growth | Fund | Member | $50,001 - $100,000 |
| Vanguard Russell Value | Fund | Member | $50,001 - $100,000 |
| WMWaste Management, Inc. | Stock | Member | $1,001 - $15,000 |
| Doubleline Tot Return Bond FD CL DBLTX | Fund | Member | None |
| Fidelity Govt Cash Reserves | Fund | Member | $15,001 - $50,000 |
| ishares 1-5 Year Investment Grade Corporate Bond ETF | Stock | Member | $250,001 - $500,000 |
| ishares 3-7 Year Treasury Bond ETF | Stock | Member | None |
| ishares Core U.s. aggregate Bond ETF | Stock | Member | $250,001 - $500,000 |
| ishares IBoxx $ Investment Grade Corporate Bond ETF | Stock | Member | $100,001 - $250,000 |
| ishares U.s. Treasury Bond ETF | Stock | Member | $250,001 - $500,000 |
| Ishares Broad USD High Yield Corporate Bond ETF | Stock | Spouse | $1 - $1,000 |
| Ishares Core MSCI EAFE ETF | Stock | Spouse | $1,001 - $15,000 |
| Ishares Core MSCI EAFE ETF | Stock | Joint | $250,001 - $500,000 |
| Ishares Core MSCI Emerging Markets ETF | Stock | Joint | $100,001 - $250,000 |
| Ishares Core MSCI Emerging Markets ETF | Stock | Spouse | $1,001 - $15,000 |
| Ishares Core S&P 500 ETF | Stock | Spouse | $1,001 - $15,000 |
| Ishares Core S&P Mid-Cap ETF | Stock | Spouse | $1,001 - $15,000 |
| Ishares Core S&P Small-Cap ETF | Stock | Spouse | $1 - $1,000 |
| Ishares Core S&P Small-Cap ETF | Stock | Joint | None |
| Ishares J.P. Morgan USD Emerging Markets Bond ETF | Stock | Spouse | $1 - $1,000 |
| Ishares MSCI Usa Momentum Factor ETF | Stock | Joint | $100,001 - $250,000 |
| Ishares MSCI Usa Quality Factor ETF | Stock | Spouse | $1,001 - $15,000 |
| Ishares National Muni Bond ETF | Stock | Spouse | $1,001 - $15,000 |
| Ishares National Muni Bond ETF | Stock | Joint | $250,001 - $500,000 |
| Ishares Russell 1000 ETF | Stock | Joint | $100,001 - $250,000 |
| Ishares Russell 2000 ETF | Stock | Joint | $100,001 - $250,000 |
| Ishares Russell Midcap Growth ETF | Stock | Joint | $100,001 - $250,000 |
| Ishares Short-Term National Muni Bond ETF | Stock | Spouse | $1,001 - $15,000 |
| Ishares U.s. Financial services ETF | Stock | Joint | None |
| JJacobs Engineering Group Inc. | Stock | Joint | $50,001 - $100,000 |
| Main street Checking account | Other | Member | $1,001 - $15,000 |
| Main street Financial services Corp ( MSWV)TOD, 100% Interest | Other | Joint | $15,001 - $50,000 |
| Main street Financial services Corp (MSWV), 100% Interest | Other | Joint | $250,001 - $500,000 |
| MAMastercard Incorporated | Stock | Joint | $15,001 - $50,000 |
| Lincoln National Life Insurance | Other | Dependent | $100,001 - $250,000 |
| MFS International Growth | Fund | Joint | $100,001 - $250,000 |
| MSFTMicrosoft Corporation | Stock | Joint | $15,001 - $50,000 |
| Nuveen SHRT Duration High Yld Muni Bond MVHIX | Fund | Joint | None |
| ORLYO'Reilly automotive, Inc. | Stock | Joint | $15,001 - $50,000 |
| OTISOtis Worldwide Corporation | Stock | Joint | None |
| PrimeCap Odyssey POAGX | Fund | Joint | None |
| QCOMQUALCOMM Incorporated | Stock | Joint | $50,001 - $100,000 |
| RTXRaytheon Technologies Corporation | Stock | Joint | $1,001 - $15,000 |
| Real Estate Ownership and Partnership | Other | Member | $1,000,001 - $5,000,000 |
| Real Estate Ownership and Partnerships | Other | Member | $15,001 - $50,000 |
| ROPRoper Technologies, Inc. | Stock | Joint | $15,001 - $50,000 |
| RPMRPM International Inc. | Stock | Joint | $15,001 - $50,000 |
| SPGIS&P Global Inc. | Stock | Joint | $15,001 - $50,000 |
| SBUXStarbucks Corporation | Stock | Joint | $50,001 - $100,000 |
| SYYSysco Corporation | Stock | Joint | $50,001 - $100,000 |
| TMOThermo Fisher scientific Inc | Stock | Joint | $15,001 - $50,000 |
| TJXTJX Companies, Inc. | Stock | Joint | $15,001 - $50,000 |
| TSCOTractor supply Company | Stock | Joint | $50,001 - $100,000 |
| RTXUnited Technologies Corporation | Stock | Joint | None |
| UNHUnitedHealth Group Incorporated Common stock | Stock | Joint | $15,001 - $50,000 |
| Vanguard Intermed Term Tax Exmpt VWITX | Fund | Joint | None |
| Vanguard International Equity Emerging | Fund | Joint | $15,001 - $50,000 |
| Vanguard Tax Managed International Dev Market | Fund | Joint | $50,001 - $100,000 |
| WMWaste Management, Inc. | Stock | Joint | $15,001 - $50,000 |
| Wesbanco Checking | Other | Spouse | $1,001 - $15,000 |
| WesBanco savings | Other | Spouse | $1,001 - $15,000 |
How reports are read: holdings methodology.