Congressional stock trades · Member
April McClain Delaney
Representative · MD-6 · Democrat
486 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 1 annual report are below.
Current committees: House Committee on Agriculture; House Committee on Science, Space, and Technology.
| Disclosed | Traded | Days | Owner | Asset | Type | Amount range (as filed) | Source |
|---|---|---|---|---|---|---|---|
| 2026-06-05 | 2026-05-07 | 29 | Dependent | MIDDThe Middleby Corporation - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-06-05 | 2026-05-07 | 29 | Dependent | TDGTransdigm Group Incorporated Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-06-05 | 2026-05-07 | 29 | Dependent | FBINFortune Brands Innovations, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-06-05 | 2026-05-07 | 29 | Dependent | BWXTBWX Technologies, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-06-05 | 2026-05-06 | 30 | Dependent | PKGPackaging Corporation of America Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-06-05 | 2026-05-06 | 30 | Dependent | MORNMorningstar, Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-06-05 | 2026-05-06 | 30 | Dependent | FBINFortune Brands Innovations, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-06-05 | 2026-05-04 | 32 | Dependent | MORNMorningstar, Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-06-05 | 2026-05-04 | 32 | Dependent | FBINFortune Brands Innovations, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-06-05 | 2026-05-01 | 35 | Dependent | CLHClean Harbors, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-06-05 | 2026-05-01 | 35 | Dependent | MKLMarkel Group Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-06-05 | 2026-05-01 | 35 | Dependent | MIDDThe Middleby Corporation - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-05-06 | 2026-04-30 | 6 | Dependent | SCIService Corporation International Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-05-06 | 2026-04-30 | 6 | Dependent | STESTERIS plc | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-05-06 | 2026-04-30 | 6 | Dependent | MORNMorningstar, Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-05-06 | 2026-04-30 | 6 | Dependent | CLHClean Harbors, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-05-06 | 2026-04-30 | 6 | Dependent | MKLMarkel Group Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-05-06 | 2026-04-29 | 7 | Dependent | PKGPackaging Corporation of America Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-05-06 | 2026-04-29 | 7 | Dependent | TDGTransdigm Group Incorporated Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-05-06 | 2026-04-24 | 12 | Dependent | CHRWC.H. Robinson Worldwide, Inc. - Common Stock | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2026-05-06 | 2026-04-24 | 12 | Dependent | NDAQNasdaq, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-05-06 | 2026-04-24 | 12 | Dependent | PKGPackaging Corporation of America Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-05-06 | 2026-04-24 | 12 | Dependent | FBINFortune Brands Innovations, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-05-06 | 2026-04-21 | 15 | Dependent | PAYXPaychex, Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-05-06 | 2026-04-20 | 16 | Dependent | TDGTransdigm Group Incorporated Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-05-06 | 2026-04-20 | 16 | Dependent | VIKViking Holdings Ltd Ordinary Shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-05-06 | 2026-04-17 | 19 | Dependent | MORNMorningstar, Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-05-06 | 2026-04-17 | 19 | Dependent | TDGTransdigm Group Incorporated Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-05-06 | 2026-04-17 | 19 | Dependent | BROBrown & Brown, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-05-06 | 2026-04-16 | 20 | Dependent | MORNMorningstar, Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-05-06 | 2026-04-16 | 20 | Dependent | TDGTransdigm Group Incorporated Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-05-06 | 2026-04-16 | 20 | Dependent | VIKViking Holdings Ltd Ordinary Shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-05-06 | 2026-04-16 | 20 | Dependent | PAYXPaychex, Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-05-06 | 2026-04-15 | 21 | Dependent | TDGTransdigm Group Incorporated Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-05-06 | 2026-04-15 | 21 | Dependent | ENTGEntegris, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-05-06 | 2026-04-08 | 28 | Dependent | TECHBio-Techne Corp - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-04-06 | 2026-03-31 | 6 | Dependent | SGISomnigroup International Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-04-06 | 2026-03-31 | 6 | Dependent | ROLRollins, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-04-06 | 2026-03-31 | 6 | Dependent | TSCOTractor Supply Company - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-04-06 | 2026-03-31 | 6 | Dependent | ENTGEntegris, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-04-06 | 2026-03-31 | 6 | Dependent | NDAQNasdaq, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-04-06 | 2026-03-26 | 11 | Dependent | TECHBio-Techne Corp - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-04-06 | 2026-03-20 | 17 | Dependent | PKGPackaging Corporation of America Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-04-06 | 2026-03-18 | 19 | Dependent | NDAQNasdaq, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-04-06 | 2026-03-17 | 20 | Dependent | PKGPackaging Corporation of America Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-04-06 | 2026-03-16 | 21 | Dependent | SGISomnigroup International Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-04-06 | 2026-03-16 | 21 | Dependent | STESTERIS plc | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-04-06 | 2026-03-16 | 21 | Dependent | TSCOTractor Supply Company - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-04-06 | 2026-03-13 | 24 | Dependent | JLLJones Lang LaSalle Incorporated Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-04-06 | 2026-03-13 | 24 | Dependent | SGISomnigroup International Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-04-06 | 2026-03-10 | 27 | Dependent | NDAQNasdaq, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-04-06 | 2026-03-10 | 27 | Dependent | EMEEMCOR Group, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-04-06 | 2026-03-09 | 28 | Dependent | EMEEMCOR Group, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-04-06 | 2026-03-09 | 28 | Dependent | NDAQNasdaq, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-04-06 | 2026-03-09 | 28 | Dependent | MLMMartin Marietta Materials, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-04-06 | 2026-03-09 | 28 | Dependent | SGISomnigroup International Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-04-06 | 2026-03-05 | 32 | Dependent | BJBJ's Wholesale Club Holdings, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-04-06 | 2026-03-04 | 33 | Dependent | NDAQNasdaq, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-04-06 | 2026-03-04 | 33 | Dependent | TSCOTractor Supply Company - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-04-06 | 2026-03-04 | 33 | Dependent | BJBJ's Wholesale Club Holdings, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-04-06 | 2026-03-03 | 34 | Dependent | EMEEMCOR Group, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-04-06 | 2026-03-03 | 34 | Dependent | JLLJones Lang LaSalle Incorporated Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-04-06 | 2026-03-03 | 34 | Dependent | NDAQNasdaq, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-03-10 | 2026-02-27 | 11 | Dependent | NDAQNasdaq, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-03-10 | 2026-02-27 | 11 | Dependent | EMEEMCOR Group, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-03-10 | 2026-02-27 | 11 | Dependent | JLLJones Lang LaSalle Incorporated Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-03-10 | 2026-02-25 | 13 | Dependent | MORNMorningstar, Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-03-10 | 2026-02-24 | 14 | Dependent | CDWCDW Corporation - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-03-10 | 2026-02-24 | 14 | Dependent | BROBrown & Brown, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-03-10 | 2026-02-24 | 14 | Dependent | FBINFortune Brands Innovations, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-03-10 | 2026-02-24 | 14 | Dependent | TECHBio-Techne Corp - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-03-10 | 2026-02-24 | 14 | Dependent | PAYXPaychex, Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-03-10 | 2026-02-24 | 14 | Dependent | JLLJones Lang LaSalle Incorporated Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-03-10 | 2026-02-23 | 15 | Dependent | JLLJones Lang LaSalle Incorporated Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-03-10 | 2026-02-23 | 15 | Dependent | CLHClean Harbors, Inc. Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-03-10 | 2026-02-23 | 15 | Dependent | ENTGEntegris, Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-03-10 | 2026-02-23 | 15 | Dependent | PAYXPaychex, Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-03-10 | 2026-02-20 | 18 | Dependent | ROLRollins, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-03-10 | 2026-02-19 | 19 | Dependent | MORNMorningstar, Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-03-10 | 2026-02-18 | 20 | Dependent | JLLJones Lang LaSalle Incorporated Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-03-10 | 2026-02-18 | 20 | Dependent | BJBJ's Wholesale Club Holdings, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-03-10 | 2026-02-18 | 20 | Dependent | ROLRollins, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-03-10 | 2026-02-18 | 20 | Dependent | MIDDThe Middleby Corporation - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-03-10 | 2026-02-17 | 21 | Dependent | MIDDThe Middleby Corporation - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-03-10 | 2026-02-13 | 25 | Dependent | BJBJ's Wholesale Club Holdings, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-03-10 | 2026-02-13 | 25 | Dependent | CHRWC.H. Robinson Worldwide, Inc. - Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-03-10 | 2026-02-13 | 25 | Dependent | ROLRollins, Inc. Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-03-10 | 2026-02-11 | 27 | Dependent | JLLJones Lang LaSalle Incorporated Common Stock | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2026-03-10 | 2026-02-11 | 27 | Dependent | LHLabcorp Holdings Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-03-10 | 2026-02-11 | 27 | Dependent | VIKViking Holdings Ltd Ordinary Shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-03-10 | 2026-02-11 | 27 | Dependent | MIDDThe Middleby Corporation - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-03-10 | 2026-02-10 | 28 | Dependent | TSCOTractor Supply Company - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-03-10 | 2026-02-09 | 29 | Dependent | ENTGEntegris, Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-03-10 | 2026-02-09 | 29 | Dependent | VIKViking Holdings Ltd Ordinary Shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-03-10 | 2026-02-09 | 29 | Dependent | BJBJ's Wholesale Club Holdings, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-03-10 | 2026-02-09 | 29 | Dependent | SGISomnigroup International Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-03-10 | 2026-02-09 | 29 | Dependent | CHRWC.H. Robinson Worldwide, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-03-10 | 2026-02-06 | 32 | Dependent | MIDDThe Middleby Corporation - Common Stock | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2026-03-10 | 2026-02-06 | 32 | Dependent | STESTERIS plc | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-03-10 | 2026-02-06 | 32 | Dependent | BROBrown & Brown, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-03-10 | 2026-02-06 | 32 | Dependent | CHRWC.H. Robinson Worldwide, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-03-10 | 2026-02-06 | 32 | Dependent | MORNMorningstar, Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-03-10 | 2026-02-05 | 33 | Dependent | BJBJ's Wholesale Club Holdings, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-03-10 | 2026-02-05 | 33 | Dependent | CHRWC.H. Robinson Worldwide, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-03-10 | 2026-02-04 | 34 | Dependent | LHLabcorp Holdings Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-03-10 | 2026-02-04 | 34 | Dependent | EMEEMCOR Group, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-03-10 | 2026-02-03 | 35 | Dependent | VIKViking Holdings Ltd Ordinary Shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-03-10 | 2026-02-02 | 36 | Dependent | BJBJ's Wholesale Club Holdings, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-02-02 | 2026-01-30 | 3 | Dependent | PTCPTC Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-02-02 | 2026-01-30 | 3 | Dependent | WABWestinghouse Air Brake Technologies Corporation Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-02-02 | 2026-01-29 | 4 | Dependent | TRMBTrimble Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-02-02 | 2026-01-28 | 5 | Dependent | TRMBTrimble Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-02-02 | 2026-01-28 | 5 | Dependent | TECHBio-Techne Corp - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-02-02 | 2026-01-28 | 5 | Dependent | BJBJ's Wholesale Club Holdings, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-02-02 | 2026-01-28 | 5 | Dependent | LHLabcorp Holdings Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-02-02 | 2026-01-23 | 10 | Dependent | PTCPTC Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-02-02 | 2026-01-22 | 11 | Dependent | WABWestinghouse Air Brake Technologies Corporation Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-02-02 | 2026-01-22 | 11 | Dependent | SGISomnigroup International Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-02-02 | 2026-01-15 | 18 | Dependent | MORNMorningstar, Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-02-02 | 2026-01-14 | 19 | Dependent | WABWestinghouse Air Brake Technologies Corporation Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-02-02 | 2026-01-13 | 20 | Dependent | IDXXIDEXX Laboratories, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-02-02 | 2026-01-13 | 20 | Dependent | VIKViking Holdings Ltd Ordinary Shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-02-02 | 2026-01-12 | 21 | Dependent | SGISomnigroup International Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-01-05 | 2025-12-12 | 24 | Dependent | TSCOTractor Supply Company - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-05 | 2025-12-12 | 24 | Dependent | BROBrown & Brown, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-05 | 2025-12-05 | 31 | Dependent | PTCPTC Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-01-05 | 2025-12-05 | 31 | Dependent | CDWCDW Corporation - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-01-05 | 2025-12-05 | 31 | Dependent | TECHBio-Techne Corp - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-05 | 2025-12-05 | 31 | Dependent | BROBrown & Brown, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-05 | 2025-12-03 | 33 | Dependent | CLHClean Harbors, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-05 | 2025-12-02 | 34 | Dependent | MLMMartin Marietta Materials, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-05 | 2025-12-02 | 34 | Dependent | IDXXIDEXX Laboratories, Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-01-05 | 2025-12-02 | 34 | Dependent | CDWCDW Corporation - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-01-05 | 2025-12-02 | 34 | Dependent | LYVLive Nation Entertainment, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-05 | 2025-12-02 | 34 | Dependent | PWRQuanta Services, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-01-05 | 2025-12-02 | 34 | Dependent | TECHBio-Techne Corp - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-05 | 2025-12-02 | 34 | Dependent | TSCOTractor Supply Company - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-05 | 2025-12-02 | 34 | Dependent | TDYTeledyne Technologies Incorporated Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-01-05 | 2025-12-02 | 34 | Dependent | PTCPTC Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-12-08 | 2025-11-20 | 18 | Dependent | BROBrown & Brown, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-12-08 | 2025-11-17 | 21 | Dependent | LHLabcorp Holdings Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-12-08 | 2025-11-17 | 21 | Dependent | PWRQuanta Services, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-12-08 | 2025-11-17 | 21 | Dependent | EMEEMCOR Group, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-12-08 | 2025-11-03 | 35 | Dependent | MKLMarkel Group Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-04 | 2025-10-31 | 4 | Dependent | FBINFortune Brands Innovations, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-11-04 | 2025-10-31 | 4 | Dependent | TSCOTractor Supply Company - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-04 | 2025-10-31 | 4 | Dependent | BROBrown & Brown, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-04 | 2025-10-31 | 4 | Dependent | TDYTeledyne Technologies Incorporated Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-11-04 | 2025-10-31 | 4 | Dependent | LHLabcorp Holdings Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-04 | 2025-10-29 | 6 | Dependent | IDXXIDEXX Laboratories, Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-11-04 | 2025-10-29 | 6 | Dependent | FBINFortune Brands Innovations, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-11-04 | 2025-10-29 | 6 | Dependent | BROBrown & Brown, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-04 | 2025-10-29 | 6 | Dependent | LHLabcorp Holdings Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-04 | 2025-10-22 | 13 | Dependent | TECHBio-Techne Corp - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-04 | 2025-10-22 | 13 | Dependent | NDAQNasdaq, Inc. - Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-11-04 | 2025-10-22 | 13 | Dependent | MIDDThe Middleby Corporation - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-11-04 | 2025-10-16 | 19 | Dependent | IDXXIDEXX Laboratories, Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-11-04 | 2025-10-16 | 19 | Dependent | BJBJ's Wholesale Club Holdings, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-04 | 2025-10-15 | 20 | Dependent | BJBJ's Wholesale Club Holdings, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-04 | 2025-10-09 | 26 | Dependent | NDAQNasdaq, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-04 | 2025-10-01 | 34 | Dependent | PAYXPaychex, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-06 | 2025-09-19 | 17 | Dependent | SGISomnigroup International Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-10-06 | 2025-09-19 | 17 | Dependent | NDAQNasdaq, Inc. - Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-10-06 | 2025-09-18 | 18 | Dependent | JLLJones Lang LaSalle Incorporated Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-06 | 2025-09-18 | 18 | Dependent | STESTERIS plc | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-06 | 2025-09-18 | 18 | Dependent | BROBrown & Brown, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-06 | 2025-09-18 | 18 | Dependent | MIDDThe Middleby Corporation - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-10-06 | 2025-09-11 | 25 | Dependent | STESTERIS plc | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-06 | 2025-09-11 | 25 | Dependent | Dayforce, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-09-02 | 2025-08-25 | 8 | Dependent | BJBJ's Wholesale Club Holdings, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-02 | 2025-08-21 | 12 | Dependent | MKLMarkel Group Inc. Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-09-02 | 2025-08-19 | 14 | Dependent | Dayforce, Inc. Common Stock | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-09-02 | 2025-08-13 | 20 | Dependent | VIKViking Holdings Ltd Ordinary Shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-02 | 2025-08-11 | 22 | Dependent | CNMCore & Main, Inc. Class A Common Stock | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-09-02 | 2025-08-07 | 26 | Dependent | CLHClean Harbors, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-02 | 2025-08-07 | 26 | Dependent | IDXXIDEXX Laboratories, Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-02 | 2025-08-07 | 26 | Dependent | JLLJones Lang LaSalle Incorporated Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-02 | 2025-08-07 | 26 | Dependent | MKLMarkel Group Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-02 | 2025-08-04 | 29 | Dependent | CNMCore & Main, Inc. Class A Common Stock | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-09-02 | 2025-08-02 | 31 | Dependent | MORNMorningstar, Inc. - Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-09-02 | 2025-08-01 | 32 | Dependent | PTCPTC Inc. - Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-09-02 | 2025-08-01 | 32 | Dependent | MLMMartin Marietta Materials, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-02 | 2025-08-01 | 32 | Dependent | MKLMarkel Group Inc. Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-09-02 | 2025-08-01 | 32 | Dependent | IDXXIDEXX Laboratories, Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-02 | 2025-08-01 | 32 | Dependent | TECHBio-Techne Corp - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-08-05 | 2025-07-28 | 8 | Dependent | ENTGEntegris, Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-08-05 | 2025-07-25 | 11 | Dependent | MKLMarkel Group Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-05 | 2025-07-25 | 11 | Dependent | BROBrown & Brown, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-05 | 2025-07-23 | 13 | Dependent | PAYXPaychex, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-05 | 2025-07-11 | 25 | Dependent | PTCPTC Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-05 | 2025-07-09 | 27 | Dependent | CDWCDW Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-05 | 2025-07-09 | 27 | Dependent | MKLMarkel Group Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-05 | 2025-07-09 | 27 | Dependent | IDXXIDEXX Laboratories, Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-08-05 | 2025-07-09 | 27 | Dependent | ENTGEntegris, Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-07-02 | 2025-06-26 | 6 | Dependent | PAYXPaychex, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-07-02 | 2025-06-26 | 6 | Dependent | STESTERIS plc | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-07-02 | 2025-06-20 | 12 | Dependent | CLHClean Harbors, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-07-02 | 2025-06-06 | 26 | Dependent | TSCOTractor Supply Company - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-07-02 | 2025-06-06 | 26 | Dependent | MKLMarkel Group Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-07-02 | 2025-05-26 | 37 | Dependent | TECHBio-Techne Corp - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2025 report.
250 assets with a value on the report filed 2026-09-08, 72 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) |
|---|---|---|---|
| Acacia Partners, LP | Other | Joint | $5,000,001 - $25,000,000 |
| Alliance Partners Holdings, LLC | Other | Spouse | $100,001 - $250,000 |
| American Steadfast, LP (hedge fund) | Other | Joint | $5,000,001 - $25,000,000 |
| Enlightenment Capital Solutions Fund II, LP | Other | Member | $500,001 - $1,000,000 |
| Farallon Capital Partners, LP (hedge fund) | Other | Joint | $5,000,001 - $25,000,000 |
| FFL Executive Partners IV, LP | Other | Spouse | $250,001 - $500,000 |
| Forbright, Inc. | Other | Joint | $25,000,001 - $50,000,000 |
| Forbright, Inc., call option | Option | Spouse | $5,000,001 - $25,000,000 |
| Healthpoint Capital Partners II, LP | Other | Joint | $15,001 - $50,000 |
| JPM US Treasury | Bond | Joint | $5,000,001 - $25,000,000 |
| Mass Mutual - Whole Life | Other | Spouse | $100,001 - $250,000 |
| Amount owed to the filer (debtor not shown) | Other | Joint | None |
| Pacific West - Checking | Other | Spouse | $50,001 - $100,000 |
| Rental Property | Other | Joint | $1,000,001 - $5,000,000 |
| Wells Fargo - Checking | Other | Joint | $500,001 - $1,000,000 |
| Mass Mutual, whole life | Other | Member | $500,001 - $1,000,000 |
| Wells Fargo - Checking | Other | Member | $1,001 - $15,000 |
| Fixed 1 Year 11/5/22 at 3% | Other | Joint | $500,001 - $1,000,000 |
| Invesco VI S&P 500 Index Port - Series I | Fund | Joint | $250,001 - $500,000 |
| Morgan Stanley - VIS Multicap Growth Port - Class X | Fund | Joint | $250,001 - $500,000 |
| Federated Treasury Obligations Fund - | Bond | Member | $1,000,001 - $5,000,000 |
| Forbright, Inc. | Other | Member | $1,000,001 - $5,000,000 |
| Wells Fargo, N.A. | Other | Member | $250,001 - $500,000 |
| Investment in Residential Property | Other | Spouse | $1,000,001 - $5,000,000 |
| Investment in Residential Property | Other | Member | $1,000,001 - $5,000,000 |
| Wells Fargo - Checking | Other | Member | $15,001 - $50,000 |
| Wells Fargo - Checking | Other | Spouse | $15,001 - $50,000 |
| Wells Fargo - Checking | Other | Dependent | $1,001 - $15,000 |
| BlackRock Global Allocation VI Fund III | Other | Dependent | $50,001 - $100,000 |
| Fidelity VIP Contrafund 2 | Fund | Dependent | $250,001 - $500,000 |
| Fidelity VIP Mid Cap Class 2 | Fund | Dependent | $100,001 - $250,000 |
| MFS International Large Cap | Fund | Dependent | $100,001 - $250,000 |
| Morgan Stanley PSF Real Estate Portfolio | Fund | Dependent | $50,001 - $100,000 |
| PIMCO VIT Global Multi-Asset Managed - Allocation Advisor Class | Fund | Dependent | $50,001 - $100,000 |
| Van Eck VIP Global Hard Assets | Fund | Dependent | $15,001 - $50,000 |
| Allspring C&B Large Cap Value Fund-R6 | Fund | Member | $100,001 - $250,000 |
| Eaton Vance Global Macro Absolute Return Advantage - Class R6 | Fund | Member | $50,001 - $100,000 |
| Federated Treasury Cash Reserves #125 | Other | Member | $50,001 - $100,000 |
| Invesco Developing Markets Fund Class R6 | Fund | Member | $100,001 - $250,000 |
| Investment in Residential Property | Other | Member | $1,000,001 - $5,000,000 |
| iShares Core MSCI EAFE ETF | Fund | Member | $15,001 - $50,000 |
| Lazard Global Listed Infrastructure Ptf Insti Shs | Fund | Member | $50,001 - $100,000 |
| MFS Value Fund Class R6 | Fund | Member | $50,001 - $100,000 |
| Pimco CommodityRealReturn Strategy Fund Institutional Class | Fund | Member | $50,001 - $100,000 |
| Principal Funds, Inc. - MidCap Fund, Class R6 | Fund | Member | $100,001 - $250,000 |
| T. Rowe Price Institutional Floating Rate Fund | Fund | Member | $100,001 - $250,000 |
| Touchstone Sands Capital Emerging Markets Growth Fund Class R6 | Fund | Member | $100,001 - $250,000 |
| Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs | Fund | Member | $250,001 - $500,000 |
| Vanguard S&P 500 ETF | Fund | Member | $500,001 - $1,000,000 |
| Virtus AlphaSimplex Global Alternatives Fund Class R6 | Fund | Member | $50,001 - $100,000 |
| Wells Fargo - Checking | Other | Member | $15,001 - $50,000 |
| Eloy Investors LLC | Other | Spouse | $50,001 - $100,000 |
| JPM 100% US Treasury Fund | Bond | Spouse | $50,001 - $100,000 |
| PacWest Bancorp | Stock | Spouse | $100,001 - $250,000 |
| US DOLLAR JPM DEPOSIT SWEEP | Other | Spouse | $100,001 - $250,000 |
| Federated Treasury Obligations Fund - | Bond | Spouse | Spouse/DC Over $1,000,000 |
| Forbright, Inc. | Other | Spouse | Spouse/DC Over $1,000,000 |
| Wells Fargo, N.A. | Other | Spouse | $1,000,001 - $5,000,000 |
| Investment in Real Property | Other | Spouse | $500,001 - $1,000,000 |
| Amount owed to the filer (debtor not shown) | Other | Dependent | $250,001 - $500,000 |
| Amount owed to the filer (debtor not shown) | Other | Dependent | $250,001 - $500,000 |
| Wells Fargo - Checking | Other | Dependent | $1,001 - $15,000 |
| Wells Fargo - Checking | Other | Dependent | $1,001 - $15,000 |
| Acacia Partners, LP | Other | Dependent | Spouse/DC Over $1,000,000 |
| Alliance Partners Holdings, LLC | Other | Dependent | $100,001 - $250,000 |
| American Steadfast, LP | Other | Dependent | Spouse/DC Over $1,000,000 |
| Charles Schwab Bank | Other | Dependent | $50,001 - $100,000 |
| Amount owed to the filer (debtor not shown) | Other | Dependent | $250,001 - $500,000 |
| Enlightenment Capital Solutions Fund II, LP | Other | Dependent | $15,001 - $50,000 |
| Enlightenment Capital Solutions Fund III, LP | Other | Dependent | $100,001 - $250,000 |
| Enlightenment Capital Solutions Fund IV, LP | Other | Dependent | $15,001 - $50,000 |
| Forbright, Inc. | Other | Dependent | $100,001 - $250,000 |
| Galvanize Innovation & Expansion Fund I, LP (HCP SPV) | Other | Dependent | $250,001 - $500,000 |
| GPC Partners Co-Investment (Chico), LP | Other | Dependent | None |
| HCP Private Equity Fund IX, LP | Other | Dependent | $250,001 - $500,000 |
| HCP Private Equity Fund VII, LP | Other | Dependent | $250,001 - $500,000 |
| HCP Private Equity Fund VIII, LP | Other | Dependent | Spouse/DC Over $1,000,000 |
| Healthpoint Capital Partners II, LP | Other | Dependent | $1,001 - $15,000 |
| Hellman & Friedman Capital Partners IX, LP | Other | Dependent | $1,000,001 - $5,000,000 |
| Mulberry Street | Other | Dependent | $1,000,001 - $5,000,000 |
| Oakmark International Fund Investor Class | Fund | Dependent | $1,000,001 - $5,000,000 |
| Ponderosa Ventures Fund I | Other | Dependent | $15,001 - $50,000 |
| Revolution Growth GP IV, LP | Other | Dependent | $250,001 - $500,000 |
| Wells Fargo - Money Market | Other | Dependent | $100,001 - $250,000 |
| Zephyr AI | Other | Dependent | $100,001 - $250,000 |
| AOSA.O. Smith Corporation Common Stock | Stock | Dependent | None |
| TECHBio-Techne Corp | Stock | Dependent | $1,001 - $15,000 |
| BJBJ's Wholesale Club Holdings, Inc. Common Stock | Stock | Dependent | $15,001 - $50,000 |
| BROBrown & Brown, Inc. | Stock | Dependent | $15,001 - $50,000 |
| CACICACI International, Inc. Class A Common Stock | Stock | Dependent | None |
| CDWCDW Corporation - Common Stock | Stock | Dependent | $15,001 - $50,000 |
| CLHClean Harbors, Inc. | Stock | Dependent | $15,001 - $50,000 |
| CNMCore & Main, Inc. Class A Common Stock | Stock | Dependent | $15,001 - $50,000 |
| CPAYCorpay, Inc. Common Stock | Stock | Dependent | $15,001 - $50,000 |
| Dayforce, Inc. Common Stock | Stock | Dependent | None |
| EMEEMCOR Group, Inc. Common Stock | Stock | Dependent | $15,001 - $50,000 |
| ENTGEntegris, Inc. - Common Stock | Stock | Dependent | $15,001 - $50,000 |
| FBINFortune Brands Innovations, Inc. Common Stock | Stock | Dependent | $15,001 - $50,000 |
| IDXXIDEXX Laboratories, Inc. - Common Stock | Stock | Dependent | $1,001 - $15,000 |
| ITTITT Inc. Common Stock | Stock | Dependent | $50,001 - $100,000 |
| JLLJones Lang LaSalle Incorporated Common Stock | Stock | Dependent | $15,001 - $50,000 |
| LHLabcorp Holdings Inc. Common Stock | Stock | Dependent | $15,001 - $50,000 |
| LYVLive Nation Entertainment, Inc. Common Stock | Stock | Dependent | $50,001 - $100,000 |
| MKLMarkel Group Inc. Common Stock | Stock | Dependent | $50,001 - $100,000 |
| MLMMartin Marietta Materials, Inc. Common Stock | Stock | Dependent | $50,001 - $100,000 |
| MORNMorningstar, Inc. - Common Stock | Stock | Dependent | $15,001 - $50,000 |
| NDAQNasdaq, Inc. - Common Stock | Stock | Dependent | $15,001 - $50,000 |
| PAYXPaychex, Inc. - Common Stock | Stock | Dependent | $15,001 - $50,000 |
| PTCPTC Inc. - Common Stock | Stock | Dependent | $1,001 - $15,000 |
| PWRQuanta Services, Inc. Common Stock | Stock | Dependent | $1,001 - $15,000 |
| RVTYRevvity, Inc. Common Stock | Stock | Dependent | None |
| SCIService Corporation International Common Stock | Stock | Dependent | $15,001 - $50,000 |
| SIGSignet Jewelers Limited Common Shares | Stock | Dependent | $15,001 - $50,000 |
| SGISomnigroup International Inc. Common Stock | Stock | Dependent | $50,001 - $100,000 |
| STESTERIS plc | Stock | Dependent | $15,001 - $50,000 |
| TDYTeledyne Technologies Incorporated Common Stock | Stock | Dependent | $1,001 - $15,000 |
| MIDDThe Middleby Corporation - Common Stock | Stock | Dependent | $15,001 - $50,000 |
| TTCToro Company | Stock | Dependent | None |
| TSCOTractor Supply Company - Common Stock | Stock | Dependent | $50,001 - $100,000 |
| TRMBTrimble Inc. - Common Stock | Stock | Dependent | $15,001 - $50,000 |
| U.S. Treasury bond | Bond | Dependent | $1,000,001 - $5,000,000 |
| VIKViking Holdings Ltd Ordinary Shares | Stock | Dependent | $50,001 - $100,000 |
| WABWestinghouse Air Brake Technologies Corporation Common Stock | Stock | Dependent | $50,001 - $100,000 |
| Anne Arundel Cnty MD; 5%; Due 10/1/2028 | Bond | Dependent | $1,001 - $15,000 |
| Baltimore Cnty MD Consol Public Impt 5%; Due 3/1/2027 | Bond | Dependent | $15,001 - $50,000 |
| Baltimore, MD Revenue Wastewater Series B | Bond | Dependent | $15,001 - $50,000 |
| Brunswick, MD, bond | Bond | Dependent | $15,001 - $50,000 |
| Connecticut St Health & Educational Ser-L | Bond | Dependent | $15,001 - $50,000 |
| Illinois State, bond | Bond | Dependent | $15,001 - $50,000 |
| Indianapolis, IN Local Public, bond | Bond | Dependent | $15,001 - $50,000 |
| Maryland State Department of Transportation - 5%; Due 12/1/2028 | Bond | Dependent | $15,001 - $50,000 |
| Maryland State Health & Higher Educational | Bond | Dependent | $1,001 - $15,000 |
| Maryland State, bond | Bond | Dependent | $15,001 - $50,000 |
| Montgomery County, MD, bond | Bond | Dependent | $15,001 - $50,000 |
| Pennsylvania St Turnpike Ser A; 4%; Due 12/1/2028 | Bond | Dependent | $15,001 - $50,000 |
| Prince George's County, MD, bond | Bond | Dependent | $1,001 - $15,000 |
| Prince George's County, MD, bond; 4%; Due 7/1/2032 | Bond | Dependent | $15,001 - $50,000 |
| Providence, RI, bond | Bond | Dependent | $1,001 - $15,000 |
| University Systems of Maryland Auxiliary | Bond | Dependent | $1,001 - $15,000 |
| Washington, MD Suburban Sanitary District | Bond | Dependent | $15,001 - $50,000 |
| Worcester County, MD, bond | Bond | Dependent | $1,001 - $15,000 |
| Acacia Partners, LP | Other | Dependent | $1,000,001 - $5,000,000 |
| Alliance Partners Holdings, LLC | Other | Dependent | $250,001 - $500,000 |
| American Steadfast, LP | Other | Dependent | Spouse/DC Over $1,000,000 |
| Charles Schwab Bank | Other | Dependent | $50,001 - $100,000 |
| Amount owed to the filer (debtor not shown) | Other | Dependent | $250,001 - $500,000 |
| Enlightenment Capital Solutions Fund II, LP | Other | Dependent | $15,001 - $50,000 |
| Enlightenment Capital Solutions Fund III, LP | Other | Dependent | $100,001 - $250,000 |
| Enlightenment Capital Solutions Fund IV, LP | Other | Dependent | $15,001 - $50,000 |
| Forbright, Inc. | Other | Dependent | $100,001 - $250,000 |
| Galvanize Innovation & Expansion Fund I, LP (HCP SPV) | Other | Dependent | $250,001 - $500,000 |
| GPC Partners Co-Investment (Chico), LP | Other | Dependent | $15,001 - $50,000 |
| HCP Private Equity Fund IX, LP | Other | Dependent | $250,001 - $500,000 |
| HCP Private Equity Fund VII, LP | Other | Dependent | $250,001 - $500,000 |
| HCP Private Equity Fund VIII, LP | Other | Dependent | Spouse/DC Over $1,000,000 |
| Healthpoint Capital Partners II, LP | Other | Dependent | $1,001 - $15,000 |
| Hellman & Friedman Capital Partners IX, LP | Other | Dependent | $1,000,001 - $5,000,000 |
| Mulberry Street | Other | Dependent | Spouse/DC Over $1,000,000 |
| Oakmark International Fund Investor Class | Fund | Dependent | $1,000,001 - $5,000,000 |
| Ponderosa Ventures Fund I | Other | Dependent | $15,001 - $50,000 |
| Revolution Growth GP IV, LP | Other | Dependent | $250,001 - $500,000 |
| Wells Fargo - Money Market | Other | Dependent | $50,001 - $100,000 |
| Zephyr AI | Other | Dependent | $100,001 - $250,000 |
| AOSA.O. Smith Corporation Common Stock | Stock | Dependent | None |
| TECHBio-Techne Corp - Common Stock | Stock | Dependent | $1,001 - $15,000 |
| BJBJ's Wholesale Club Holdings, Inc. Common Stock | Stock | Dependent | $15,001 - $50,000 |
| BROBrown & Brown, Inc. Common Stock | Stock | Dependent | $15,001 - $50,000 |
| CACICACI International, Inc. Class A Common Stock | Stock | Dependent | None |
| CDWCDW Corporation - Common Stock | Stock | Dependent | $15,001 - $50,000 |
| CLHClean Harbors, Inc. Common Stock | Stock | Dependent | $15,001 - $50,000 |
| CNMCore & Main, Inc. Class A Common Stock | Stock | Dependent | $15,001 - $50,000 |
| CPAYCorpay, Inc. Common Stock | Stock | Dependent | $15,001 - $50,000 |
| Dayforce, Inc. Common Stock | Stock | Dependent | None |
| EMEEMCOR Group, Inc. Common Stock | Stock | Dependent | $15,001 - $50,000 |
| ENTGEntegris, Inc. - Common Stock | Stock | Dependent | $1,001 - $15,000 |
| FBINFortune Brands Innovations, Inc. Common Stock | Stock | Dependent | $15,001 - $50,000 |
| IDXXIDEXX Laboratories, Inc. - Common Stock | Stock | Dependent | $1,001 - $15,000 |
| ITTITT Inc. Common Stock | Stock | Dependent | $50,001 - $100,000 |
| JLLJones Lang LaSalle Incorporated Common Stock | Stock | Dependent | $15,001 - $50,000 |
| LHLabcorp Holdings Inc. Common Stock | Stock | Dependent | $15,001 - $50,000 |
| LYVLive Nation Entertainment, Inc. Common Stock | Stock | Dependent | $50,001 - $100,000 |
| MKLMarkel Group Inc. Common Stock | Stock | Dependent | $50,001 - $100,000 |
| MLMMartin Marietta Materials, Inc. Common Stock | Stock | Dependent | $50,001 - $100,000 |
| MORNMorningstar, Inc. - Common Stock | Stock | Dependent | $15,001 - $50,000 |
| NDAQNasdaq, Inc. - Common Stock | Stock | Dependent | $15,001 - $50,000 |
| PAYXPaychex, Inc. - Common Stock | Stock | Dependent | $15,001 - $50,000 |
| PTCPTC Inc. - Common Stock | Stock | Dependent | $1,001 - $15,000 |
| PWRQuanta Services, Inc. Common Stock | Stock | Dependent | $1,001 - $15,000 |
| RVTYRevvity, Inc. Common Stock | Stock | Dependent | None |
| SCIService Corporation International Common Stock | Stock | Dependent | $15,001 - $50,000 |
| SIGSignet Jewelers Limited Common Shares | Stock | Dependent | $15,001 - $50,000 |
| SGISomnigroup International Inc. Common Stock | Stock | Dependent | $50,001 - $100,000 |
| STESTERIS plc | Stock | Dependent | $15,001 - $50,000 |
| TDYTeledyne Technologies Incorporated Common Stock | Stock | Dependent | $1,001 - $15,000 |
| MIDDThe Middleby Corporation - Common Stock | Stock | Dependent | $15,001 - $50,000 |
| TTCToro Company | Stock | Dependent | None |
| TSCOTractor Supply Company - Common Stock | Stock | Dependent | $50,001 - $100,000 |
| TRMBTrimble Inc. - Common Stock | Stock | Dependent | $15,001 - $50,000 |
| U.S. Treasury bond | Bond | Dependent | $1,000,001 - $5,000,000 |
| VIKViking Holdings Ltd Ordinary Shares | Stock | Dependent | $50,001 - $100,000 |
| WABWestinghouse Air Brake Technologies Corporation Common Stock | Stock | Dependent | $50,001 - $100,000 |
| Anne Arundel Cnty MD; 5%; Due 10/1/2028 | Bond | Dependent | $1,001 - $15,000 |
| Baltimore Cnty MD Consol Public Impt 5%; Due 3/1/2027 | Bond | Dependent | $15,001 - $50,000 |
| Baltimore, MD Revenue Wastewater Series B | Bond | Dependent | $15,001 - $50,000 |
| Brunswick, MD, bond | Bond | Dependent | $15,001 - $50,000 |
| Connecticut St Health & Educational Ser-L | Bond | Dependent | $15,001 - $50,000 |
| Illinois State, bond | Bond | Dependent | $15,001 - $50,000 |
| Indianapolis, IN Local Public, bond | Bond | Dependent | $15,001 - $50,000 |
| Maryland State Department of Transportation 5%; Due 12/1/2028 | Bond | Dependent | $15,001 - $50,000 |
| Maryland State Health & Higher Educational | Bond | Dependent | $1,001 - $15,000 |
| Maryland State, bond | Bond | Dependent | $15,001 - $50,000 |
| Montgomery County, MD, bond | Bond | Dependent | $15,001 - $50,000 |
| Pennsylvania St Turnpike Ser A; 4%; Due 12/1/2028 | Bond | Dependent | $15,001 - $50,000 |
| Prince George's County, MD, bond | Bond | Dependent | $1,001 - $15,000 |
| Prince George's County, MD, bond; 4%; Due 7/1/2032 | Bond | Dependent | $15,001 - $50,000 |
| Providence, RI, bond | Bond | Dependent | $1,001 - $15,000 |
| University Systems of Maryland Auxiliary | Bond | Dependent | $1,001 - $15,000 |
| Washington, MD Suburban Sanitary District | Bond | Dependent | $15,001 - $50,000 |
| Worcester County, MD, bond | Bond | Dependent | $1,001 - $15,000 |
| Wells Fargo - Checking | Other | Member | $15,001 - $50,000 |
| Allspring 100% Treasury Money Market | Other | Joint | $5,000,001 - $25,000,000 |
| Anne Arundel County, MD Special Obligation - Refunding National Business Park | Bond | Joint | $100,001 - $250,000 |
| BALTIMORE MD PROJ REVENUE SUB-WST WTR PROJ- SER A | Bond | Joint | $100,001 - $250,000 |
| Black Belt Energy Gas Dist AL Ser D1 | Bond | Joint | $100,001 - $250,000 |
| Cecil County, MD, bond | Bond | Joint | $100,001 - $250,000 |
| Charles County, MD, bond | Bond | Joint | $100,001 - $250,000 |
| Howard County, MD, bond | Bond | Joint | $100,001 - $250,000 |
| Johnson & Miami County, bond | Bond | Joint | $100,001 - $250,000 |
| Kaufman County, TX, bond | Bond | Joint | $100,001 - $250,000 |
| Kentucky Cnty TX Road, bond | Bond | Joint | $100,001 - $250,000 |
| Manhattan KS Ref- Ser-A | Bond | Joint | $50,001 - $100,000 |
| Maryland St First Series | Bond | Joint | $50,001 - $100,000 |
| Maryland St Stadium Auth Revenue Ser A | Bond | Joint | $100,001 - $250,000 |
| Maryland State Department of Transportation | Bond | Joint | $100,001 - $250,000 |
| Maryland State Health & Higher Educational - Ref-Peninsula Regional Health | Bond | Joint | $100,001 - $250,000 |
| Montgomery County, MD Ref-Ser B | Bond | Joint | $100,001 - $250,000 |
| New Jersey Educational Fac Aut Rev Ser A | Bond | Joint | $100,001 - $250,000 |
| Prince George's County, MD Cops Hampton Park | Bond | Joint | $100,001 - $250,000 |
| University System of Maryland Auxiliary Facility and Tuition Rev bond | Bond | Joint | $100,001 - $250,000 |
| Vanguard Limited-Term Tax-Exempt Fund | Fund | Joint | $50,001 - $100,000 |
| Washington MD Suburban San Dis Cons Public Impt | Bond | Joint | $100,001 - $250,000 |
| Washington State Health Care Facilities, bond | Bond | Joint | $100,001 - $250,000 |
| Washington Suburban Sanitary District, MD, | Bond | Joint | $100,001 - $250,000 |
| Wicomico County, MD, bond | Bond | Joint | $100,001 - $250,000 |
| Worcester Cnty MD Consol Public Impt | Bond | Joint | $100,001 - $250,000 |
| Indiabulls Real Estate Ltd Sponsored GDR Reg S (real estate) | Other | Joint | None |
| Invesco QQQ Trust, Series 1 | Fund | Spouse | $500,001 - $1,000,000 |
| Virtus Tactical AllocationFund Class A | Fund | Spouse | $50,001 - $100,000 |
| Wells Fargo - Cash | Other | Spouse | $50,001 - $100,000 |
| Wells Fargo Money Market Fund Class A Shares | Fund | Member | $50,001 - $100,000 |
How reports are read: holdings methodology.