Congressional stock trades · Member
Marie Newman
Former representative · IL-3 · Democrat
298 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.
| Disclosed | Traded | Days | Owner | Asset | Type | Amount range (as filed) | Source |
|---|---|---|---|---|---|---|---|
| 2022-12-23 | 2022-11-21 | 32 | Joint | COINCoinbase Global, Inc. - Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2022-03-05 | 2022-02-08 | 25 | Spouse | Activision blizzard, Inc | Sale | $1,001 - $15,000 | Clerk → |
| 2022-03-05 | 2022-02-08 | 25 | Spouse | Activision blizzard, Inc | Sale | $1,001 - $15,000 | Clerk → |
| 2022-03-05 | 2022-02-08 | 25 | Spouse | COINCoinbase global, Inc. - Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2022-02-08 | 2022-01-11 | 28 | Spouse | ZMZoom Video Communications, Inc. - Class A | Sale | $15,001 - $50,000 | Clerk → |
| 2022-02-08 | 2022-01-04 | 35 | Joint | Grayscale bitcoin TR BTC: GBTC | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-02-08 | 2022-01-04 | 35 | Joint | COINCoinbase global, Inc. - Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-02-08 | 2021-12-31 | 39 | Spouse | AAPLApple Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2022-01-08 | 2021-12-29 | 10 | Spouse | BBYBest buy Co., Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-01-08 | 2021-12-07 | 32 | Spouse | COINCoinbase global, Inc. - Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2021-12-09 | 2021-11-10 | 29 | Spouse | RIVNRivian Automotive, Inc. - Class A | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-12-08 | 2021-11-26 | 12 | Spouse | AAPLApple Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2021-12-08 | 2021-11-24 | 14 | Spouse | CRMSalesforce.com Inc | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-12-08 | 2021-11-19 | 19 | Spouse | HIPOHippo Holdings Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-12-08 | 2021-11-18 | 20 | Spouse | COINCoinbase global, Inc. - Class A | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-12-08 | 2021-11-11 | 27 | Spouse | DISWalt Disney Company | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-12-08 | 2021-11-09 | 29 | Spouse | COINCoinbase global, Inc. - Class A | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-12-08 | 2021-11-09 | 29 | Spouse | COINCoinbase global, Inc. - Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2021-12-08 | 2021-11-09 | 29 | Spouse | Stock: grayscale bitcoin TR BTC: GBTC | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-12-08 | 2021-11-05 | 33 | Spouse | COINCoinbase global, Inc. - Class A | Sale | $50,001 - $100,000 | Clerk → |
| 2021-12-08 | 2021-10-29 | 40 | Spouse | AMZNAmazon.com, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-12-08 | 2021-10-29 | 40 | Spouse | AAPLApple Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-11-07 | 2021-10-28 | 10 | Spouse | COINCoinbase global, Inc. - Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2021-11-07 | 2021-10-14 | 24 | Spouse | FFord Motor Company | Sale | $1,001 - $15,000 | Clerk → |
| 2021-10-06 | 2021-09-17 | 19 | Spouse | METMetlife, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-10-06 | 2021-09-14 | 22 | Spouse | COINCoinbase global, Inc. - Class A | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-10-06 | 2021-09-10 | 26 | Spouse | PTONPeloton Interactive, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-10-06 | 2021-09-08 | 28 | Spouse | PTONPeloton Interactive, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-06 | 2021-09-07 | 29 | Spouse | ZMZoom Video Communications, Inc. - Class A | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-10-06 | 2021-09-07 | 29 | Spouse | METMetlife, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-06 | 2021-09-07 | 29 | Spouse | RRyder System, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-10-06 | 2021-09-07 | 29 | Spouse | METMetlife, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-08 | 2021-08-27 | 12 | Spouse | NFLXNetflix, Inc. | Sale | $50,001 - $100,000 | Clerk → |
| 2021-09-08 | 2021-08-20 | 19 | Spouse | WWayfair Inc. Class A | Sale | $15,001 - $50,000 | Clerk → |
| 2021-09-08 | 2021-08-20 | 19 | Spouse | WMTWalmart Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-09-08 | 2021-08-20 | 19 | Spouse | CRMSalesforce.com Inc | Sale | $15,001 - $50,000 | Clerk → |
| 2021-09-08 | 2021-08-13 | 26 | Spouse | COINCoinbase global, Inc. - Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2021-09-08 | 2021-08-13 | 26 | Spouse | CHWYChewy, Inc. Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2021-09-08 | 2021-08-13 | 26 | Spouse | METAFacebook, Inc. - Class A | Sale | $15,001 - $50,000 | Clerk → |
| 2021-09-08 | 2021-08-13 | 26 | Spouse | SBUXStarbucks Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-08 | 2021-08-13 | 26 | Spouse | AAPLApple Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-09-08 | 2021-08-13 | 26 | Spouse | COINCoinbase global, Inc. - Class A | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-09-08 | 2021-08-06 | 33 | Spouse | MSFTMicrosoft Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-08 | 2021-08-02 | 37 | Spouse | TSLATesla, Inc. | Sale | $50,001 - $100,000 | Clerk → |
| 2021-09-08 | 2021-08-02 | 37 | Spouse | TSLATesla, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-08 | 2021-08-02 | 37 | Spouse | CNACNA Financial Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-08 | 2021-08-02 | 37 | Spouse | TRVThe Travelers Companies, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-08 | 2021-08-02 | 37 | Spouse | CNACNA Financial Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-08 | 2021-08-02 | 37 | Spouse | METAFacebook, Inc. - Class A | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-09-08 | 2021-08-02 | 37 | Spouse | CNACNA Financial Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-08 | 2021-07-30 | 40 | Spouse | COINCoinbase global, Inc. - Class A | Sale | $15,001 - $50,000 | Clerk → |
| 2021-09-08 | 2021-07-30 | 40 | Spouse | COINCoinbase global, Inc. - Class A | Sale | $15,001 - $50,000 | Clerk → |
| 2021-09-08 | 2021-07-30 | 40 | Spouse | COSTCostco Wholesale Corporation | Sale | $15,001 - $50,000 | Clerk → |
| 2021-08-05 | 2021-07-28 | 8 | Spouse | SBUXStarbucks Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-05 | 2021-07-23 | 13 | Spouse | COINCoinbase global, Inc. - Class A | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-08-05 | 2021-07-19 | 17 | Spouse | TSLATesla, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-08-05 | 2021-07-19 | 17 | Spouse | FFord Motor Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-05 | 2021-07-19 | 17 | Spouse | NFLXNetflix, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-08-05 | 2021-07-16 | 20 | Spouse | SBUXStarbucks Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2021-08-05 | 2021-07-16 | 20 | Joint | TRUPTrupanion, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-08-05 | 2021-07-15 | 21 | Spouse | LMNDLemonade, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-08-05 | 2021-07-13 | 23 | Spouse | COSTCostco Wholesale Corporation | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-08-05 | 2021-07-09 | 27 | Spouse | CHWYChewy, Inc. Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2021-08-05 | 2021-07-09 | 27 | Spouse | NKENike, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2021-08-05 | 2021-07-09 | 27 | Spouse | AAPLApple Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2021-08-05 | 2021-07-06 | 30 | Joint | COINCoinbase global, Inc. - Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-05 | 2021-07-06 | 30 | Spouse | TSLATesla, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-08-05 | 2021-07-06 | 30 | Spouse | TSLATesla, Inc. | Purchase | $50,001 - $100,000 | Clerk → |
| 2021-08-05 | 2021-07-02 | 34 | Spouse | CCLCarnival Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-05 | 2021-07-02 | 34 | Spouse | TSLATesla, Inc. | Sale | $50,001 - $100,000 | Clerk → |
| 2021-08-05 | 2021-07-02 | 34 | Spouse | NVCRNovoCure Limited - Ordinary Shares | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-08-05 | 2021-07-02 | 34 | Spouse | COINCoinbase global, Inc. - Class A | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-08-05 | 2021-07-02 | 34 | Spouse | CRMSalesforce.com Inc | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-08-05 | 2021-07-02 | 34 | Spouse | CHWYChewy, Inc. Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-05 | 2021-06-29 | 37 | Spouse | WWayfair Inc. Class A | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-07-09 | 2021-06-25 | 14 | Spouse | WWayfair Inc. Class A | Sale | $15,001 - $50,000 | Clerk → |
| 2021-07-09 | 2021-06-18 | 21 | Spouse | ZMZoom Video Communications, Inc. - Class A | Sale | $50,001 - $100,000 | Clerk → |
| 2021-07-09 | 2021-06-18 | 21 | Spouse | PTONPeloton Interactive, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-07-09 | 2021-06-18 | 21 | Joint | ARK Innovation ETF | Sale | $1,001 - $15,000 | Clerk → |
| 2021-07-09 | 2021-06-18 | 21 | Spouse | TSLATesla, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-07-09 | 2021-06-18 | 21 | Joint | CRMSalesforce.com Inc | Sale | $15,001 - $50,000 | Clerk → |
| 2021-07-09 | 2021-06-14 | 25 | Spouse | CCLCarnival Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-09 | 2021-06-02 | 37 | Spouse | ZMZoom Video Communications, Inc. - Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2021-07-09 | 2021-06-02 | 37 | Spouse | TSLATesla, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-06-10 | 2021-05-21 | 20 | Joint | TRUPTrupanion, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-06-10 | 2021-05-20 | 21 | Spouse | BowX Acquisition Corp. - Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2021-06-10 | 2021-04-30 | 41 | Spouse | UAUnder Armour, Inc. Class C | Sale | $1,001 - $15,000 | Clerk → |
| 2021-06-10 | 2021-04-30 | 41 | Spouse | TSLATesla, Inc. | Purchase | $50,001 - $100,000 | Clerk → |
| 2021-06-10 | 2021-04-30 | 41 | Spouse | TSLATesla, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-06-10 | 2021-04-30 | 41 | Member | MSFTMicrosoft Corporation | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-05-09 | 2021-04-26 | 13 | Spouse | SBUXStarbucks Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-05-09 | 2021-04-23 | 16 | Member | YTRAYatra Online, Inc. - Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-05-09 | 2021-04-23 | 16 | Spouse | JNJJohnson & Johnson | Sale | $15,001 - $50,000 | Clerk → |
| 2021-05-09 | 2021-04-23 | 16 | Spouse | WWayfair Inc. Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2021-05-09 | 2021-04-22 | 17 | Spouse | ZMZoom Video Communications, Inc. - Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2021-05-09 | 2021-04-22 | 17 | Spouse | TSLATesla, Inc. | Sale | $50,001 - $100,000 | Clerk → |
| 2021-05-09 | 2021-04-22 | 17 | Spouse | TSLATesla, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-05-09 | 2021-04-19 | 20 | Spouse | TSLATesla, Inc. | Purchase | $50,001 - $100,000 | Clerk → |
| 2021-05-09 | 2021-04-19 | 20 | Spouse | KOCoca-Cola Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-05-09 | 2021-04-19 | 20 | Spouse | TSLATesla, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-05-09 | 2021-04-19 | 20 | Spouse | PTONPeloton Interactive, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-05-09 | 2021-04-16 | 23 | Spouse | TEGNA Inc | Sale | $1,001 - $15,000 | Clerk → |
| 2021-05-09 | 2021-04-16 | 23 | Spouse | METMetlife, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-05-09 | 2021-04-16 | 23 | Spouse | NKENike, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-05-09 | 2021-04-16 | 23 | Spouse | NFLXNetflix, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-05-09 | 2021-04-16 | 23 | Spouse | BowX Acquisition Corp. - Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-05-09 | 2021-04-16 | 23 | Spouse | GPROGoPro, Inc. - Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-05-09 | 2021-04-16 | 23 | Spouse | COINCoinbase global, Inc. - Class A | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-05-09 | 2021-04-16 | 23 | Spouse | WWayfair Inc. Class A | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-05-09 | 2021-04-16 | 23 | Spouse | COINCoinbase global, Inc. - Class A | Sale | $15,001 - $50,000 | Clerk → |
| 2021-05-09 | 2021-04-13 | 26 | Joint | SPOTSpotify Technology S.A. Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-05-09 | 2021-04-13 | 26 | Joint | SPOTSpotify Technology S.A. Ordinary Shares | Sale | $15,001 - $50,000 | Clerk → |
| 2021-05-09 | 2021-04-13 | 26 | Spouse | JNJJohnson & Johnson | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-05-09 | 2021-04-12 | 27 | Spouse | NFLXNetflix, Inc. | Purchase | $50,001 - $100,000 | Clerk → |
| 2021-05-09 | 2021-04-12 | 27 | Spouse | TEGNA Inc | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-05-09 | 2021-04-09 | 30 | Spouse | GPROGoPro, Inc. - Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-05-09 | 2021-04-09 | 30 | Joint | SPOTSpotify Technology S.A. Ordinary Shares | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-05-09 | 2021-04-09 | 30 | Spouse | FDXFedEx Corporation | Sale | $15,001 - $50,000 | Clerk → |
| 2021-05-09 | 2021-04-09 | 30 | Spouse | NFLXNetflix, Inc. | Sale | $50,001 - $100,000 | Clerk → |
| 2021-05-09 | 2021-04-05 | 34 | Spouse | UAUnder Armour, Inc. Class C | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-05-09 | 2021-04-05 | 34 | Joint | NFLXNetflix, Inc. | Sale | $50,001 - $100,000 | Clerk → |
| 2021-05-09 | 2021-04-05 | 34 | Joint | NFLXNetflix, Inc. | Purchase | $50,001 - $100,000 | Clerk → |
| 2021-05-09 | 2021-04-05 | 34 | Spouse | NFLXNetflix, Inc. | Purchase | $50,001 - $100,000 | Clerk → |
| 2021-05-09 | 2021-04-05 | 34 | Joint | CHWYChewy, Inc. Class A | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-05-09 | 2021-04-05 | 34 | Spouse | FDXFedEx Corporation | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-05-09 | 2021-04-05 | 34 | Spouse | METMetlife, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-05-09 | 2021-04-05 | 34 | Joint | CHWYChewy, Inc. Class A | Sale | $15,001 - $50,000 | Clerk → |
| 2021-05-09 | 2021-04-01 | 38 | Spouse | PTONPeloton Interactive, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2021-05-09 | 2021-04-01 | 38 | Spouse | TSLATesla, Inc. | Sale | $50,001 - $100,000 | Clerk → |
| 2021-05-09 | 2021-04-01 | 38 | Spouse | NFLXNetflix, Inc. | Sale | $50,001 - $100,000 | Clerk → |
| 2021-05-09 | 2021-04-01 | 38 | Joint | LMNDLemonade, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-05-09 | 2021-04-01 | 38 | Spouse | FDXFedEx Corporation | Sale | $15,001 - $50,000 | Clerk → |
| 2021-05-09 | 2021-04-01 | 38 | Spouse | TSLATesla, Inc. | Sale | $50,001 - $100,000 | Clerk → |
| 2021-04-15 | 2021-03-29 | 17 | Member | DUKDuke Energy Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2021-04-15 | 2021-03-29 | 17 | Spouse | TSLATesla, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-04-15 | 2021-03-29 | 17 | Spouse | FDXFedEx Corporation | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-04-15 | 2021-03-29 | 17 | Spouse | TSLATesla, Inc. | Purchase | $50,001 - $100,000 | Clerk → |
| 2021-04-15 | 2021-03-29 | 17 | Member | IBMInternational business Machines Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2021-04-15 | 2021-03-26 | 20 | Spouse | EAElectronic Arts Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-04-15 | 2021-03-26 | 20 | Spouse | UPSUnited Parcel Service, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2021-04-15 | 2021-03-26 | 20 | Spouse | UPSUnited Parcel Service, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2021-04-15 | 2021-03-26 | 20 | Spouse | FDXFedEx Corporation | Sale | $15,001 - $50,000 | Clerk → |
| 2021-04-15 | 2021-03-23 | 23 | Joint | WMTWalmart Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-04-15 | 2021-03-22 | 24 | Joint | TRUPTrupanion, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-15 | 2021-03-22 | 24 | Spouse | EAElectronic Arts Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-15 | 2021-03-22 | 24 | Spouse | TSLATesla, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-04-15 | 2021-03-22 | 24 | Spouse | FDXFedEx Corporation | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-04-15 | 2021-03-22 | 24 | Joint | WMTWalmart Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-15 | 2021-03-19 | 27 | Spouse | FDXFedEx Corporation | Sale | $15,001 - $50,000 | Clerk → |
| 2021-04-15 | 2021-03-19 | 27 | Joint | RRyder System, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-04-15 | 2021-03-19 | 27 | Spouse | WWayfair Inc. Class A | Sale | $15,001 - $50,000 | Clerk → |
| 2021-04-15 | 2021-03-15 | 31 | Spouse | FDXFedEx Corporation | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-04-15 | 2021-03-15 | 31 | Spouse | LMNDLemonade, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-04-15 | 2021-03-15 | 31 | Spouse | LMNDLemonade, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-15 | 2021-03-15 | 31 | Spouse | UPSUnited Parcel Service, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-04-15 | 2021-03-15 | 31 | Member | FDXFedEx Corporation | Sale | $15,001 - $50,000 | Clerk → |
| 2021-04-15 | 2021-03-12 | 34 | Spouse | FDXFedEx Corporation | Sale | $15,001 - $50,000 | Clerk → |
| 2021-04-15 | 2021-03-12 | 34 | Spouse | PFEPfizer, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-04-15 | 2021-03-12 | 34 | Joint | LMNDLemonade, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-04-15 | 2021-03-11 | 35 | Spouse | PFEPfizer, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-04-15 | 2021-03-11 | 35 | Spouse | UPSUnited Parcel Service, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-04-15 | 2021-03-05 | 41 | Spouse | IBMInternational business Machines Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2021-04-15 | 2021-03-05 | 41 | Spouse | UPSUnited Parcel Service, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2021-04-15 | 2021-03-05 | 41 | Spouse | KRKroger Company | Sale | $1,001 - $15,000 | Clerk → |
| 2021-04-15 | 2021-03-01 | 45 | Joint | LMNDLemonade, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-15 | 2021-03-01 | 45 | Spouse | ZMZoom Video Communications, Inc. - Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2021-04-15 | 2021-03-01 | 45 | Spouse | VRMVroom, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-04-15 | 2021-03-01 | 45 | Spouse | CHWYChewy, Inc. Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-15 | 2021-03-01 | 45 | Spouse | TSLATesla, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-04-15 | 2021-03-01 | 45 | Spouse | ZMZoom Video Communications, Inc. - Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2021-04-15 | 2021-02-26 | 48 ·>45 | Joint | ETNEaton Corporation, PLC Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2021-04-15 | 2021-02-26 | 48 ·>45 | Joint | DISWalt Disney Company | Sale | $15,001 - $50,000 | Clerk → |
| 2021-04-15 | 2021-02-26 | 48 ·>45 | Spouse | CCLCarnival Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2021-04-15 | 2021-02-19 | 55 ·>45 | Spouse | TRVThe Travelers Companies, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-04-15 | 2021-02-19 | 55 ·>45 | Spouse | METMetlife, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-04-15 | 2021-02-19 | 55 ·>45 | Spouse | TSLATesla, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-04-15 | 2021-02-19 | 55 ·>45 | Spouse | VRMVroom, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-15 | 2021-02-19 | 55 ·>45 | Spouse | PTONPeloton Interactive, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-15 | 2021-02-19 | 55 ·>45 | Joint | RRyder System, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-15 | 2021-02-19 | 55 ·>45 | Joint | PFEPfizer, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-04-15 | 2021-02-19 | 55 ·>45 | Spouse | SNAPSnap Inc. Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2021-04-15 | 2021-02-19 | 55 ·>45 | Joint | DISWalt Disney Company | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-04-15 | 2021-02-19 | 55 ·>45 | Spouse | PTONPeloton Interactive, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-15 | 2021-02-19 | 55 ·>45 | Spouse | TSLATesla, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-15 | 2021-02-19 | 55 ·>45 | Spouse | UALUnited Airlines Holdings, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-04-15 | 2021-02-17 | 57 ·>45 | Spouse | TSLATesla, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-04-15 | 2021-02-16 | 58 ·>45 | Joint | CCLCarnival Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2021-04-15 | 2021-02-16 | 58 ·>45 | Spouse | CHWYChewy, Inc. Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-15 | 2021-02-16 | 58 ·>45 | Joint | LMNDLemonade, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-04-15 | 2021-02-16 | 58 ·>45 | Joint | ETNEaton Corporation, PLC Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-15 | 2021-02-16 | 58 ·>45 | Spouse | FDXFedEx Corporation | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-04-15 | 2021-02-16 | 58 ·>45 | Joint | TRUPTrupanion, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-15 | 2021-02-12 | 62 ·>45 | Spouse | PTONPeloton Interactive, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-04-15 | 2021-02-12 | 62 ·>45 | Spouse | CHWYChewy, Inc. Class A | Sale | $15,001 - $50,000 | Clerk → |
| 2021-04-15 | 2021-02-12 | 62 ·>45 | Spouse | UALUnited Airlines Holdings, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-04-15 | 2021-02-12 | 62 ·>45 | Spouse | FDXFedEx Corporation | Sale | $50,001 - $100,000 | Clerk → |
| 2021-04-15 | 2021-02-12 | 62 ·>45 | Spouse | MCDMcDonald's Corporation | Sale | $15,001 - $50,000 | Clerk → |
| 2021-04-15 | 2021-02-12 | 62 ·>45 | Spouse | NKENike, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-04-15 | 2021-02-11 | 63 ·>45 | Spouse | EAElectronic Arts Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-04-15 | 2021-02-11 | 63 ·>45 | Spouse | ZMZoom Video Communications, Inc. - Class A | Purchase | $1,001 - $15,000 | Clerk → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2021 report.
82 assets with a value on the report filed 2022-08-04, 24 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) |
|---|---|---|---|
| Acorn Moderately Aggressive Fund | Fund | Spouse | $15,001 - $50,000 |
| BMO Harris Everyday Checking Account | Other | Dependent | $1,001 - $15,000 |
| BMO Harris Everyday Checking Account | Other | Member | $1,001 - $15,000 |
| BMO Harris Interest Gold Checking Account | Other | Spouse | $100,001 - $250,000 |
| BMO Harris Portfolio Checking Account | Other | Spouse | $1,001 - $15,000 |
| BMO Harris Savings Account | Other | Dependent | $1,001 - $15,000 |
| Cash | Other | Joint | $1,000,001 - $5,000,000 |
| COINCoinbase Global, Inc. - Class A | Stock | Joint | $1,001 - $15,000 |
| Glenmede Quant US Large | Fund | Joint | $15,001 - $50,000 |
| Invesco QQQ | Fund | Joint | $50,001 - $100,000 |
| SPDR S & P 500 ETF | Fund | Joint | $50,001 - $100,000 |
| The Consumer Staples Select Sector SPDR Fund | Fund | Joint | $15,001 - $50,000 |
| Vanguard Small-Cap Index Fund | Fund | Joint | $1,001 - $15,000 |
| Fundrise | Other | Spouse | $250,001 - $500,000 |
| Cash | Other | Spouse | $1,001 - $15,000 |
| Schwab U.S. Broad Market ETF | Fund | Spouse | $1,001 - $15,000 |
| Northwestern Mutual Life Insurance | Other | Spouse | $15,001 - $50,000 |
| Northwestern Mutual Life Insurance | Other | Spouse | $50,001 - $100,000 |
| Northwestern Mutual Life Insurance | Other | Spouse | $15,001 - $50,000 |
| Northwestern Mutual Life Insurance | Other | Spouse | $50,001 - $100,000 |
| Northwestern Mutual Life Insurance | Other | Member | $250,001 - $500,000 |
| Patch of Land | Other | Spouse | $1 - $1,000 |
| PowerShares QQQ Trust, Series 1 | Fund | Spouse | $15,001 - $50,000 |
| Activision Blizzard, Inc | Stock | Spouse | $1,001 - $15,000 |
| AKBAAkebia Therapeutics, Inc. | Stock | Member | $1,001 - $15,000 |
| AMZNAmazon.com, Inc. | Stock | Spouse | $15,001 - $50,000 |
| AAPLApple Inc. | Stock | Spouse | $15,001 - $50,000 |
| Artisan International Fund Investor Class | Fund | Member | $15,001 - $50,000 |
| BBYBest Buy Co., Inc. | Stock | Spouse | $15,001 - $50,000 |
| CCLCarnival Corporation | Stock | Spouse | $1,001 - $15,000 |
| Cash | Other | Spouse | $250,001 - $500,000 |
| Cash | Other | Spouse | $100,001 - $250,000 |
| Cash | Other | Member | $1,001 - $15,000 |
| CHWYChewy, Inc. Class A | Stock | Spouse | $1,001 - $15,000 |
| CNACNA Financial Corporation | Stock | Spouse | $1,001 - $15,000 |
| KOCoca-Cola Company | Stock | Spouse | $1,001 - $15,000 |
| COINCoinbase Global, Inc. - Class A | Stock | Spouse | $50,001 - $100,000 |
| Energy Select Sector SPDR Fund | Fund | Member | $1,001 - $15,000 |
| Fidelity Freedom 2030 Fund | Fund | Member | $50,001 - $100,000 |
| Financial Select Sector SPDR Fund | Fund | Member | $15,001 - $50,000 |
| Global X Autonom Electric Vehicle | Fund | Spouse | $15,001 - $50,000 |
| Global X Lithium Battery | Fund | Spouse | $15,001 - $50,000 |
| GPROGoPro, Inc. - Class A | Stock | Spouse | $1,001 - $15,000 |
| HIPOHippo Holdings Inc. | Stock | Spouse | $1,001 - $15,000 |
| Hodges Small Cap Fund Retail Class | Fund | Member | $15,001 - $50,000 |
| INVESCO QQQ | Fund | Spouse | $15,001 - $50,000 |
| Invesco QQQ Trust | Fund | Member | $15,001 - $50,000 |
| iShares MSCI EAFE Small-Cap ETF | Fund | Member | $15,001 - $50,000 |
| LMNDLemonade, Inc. | Stock | Spouse | $1,001 - $15,000 |
| MSFTMicrosoft Corporation | Stock | Spouse | $15,001 - $50,000 |
| MSFTMicrosoft Corporation | Stock | Member | $15,001 - $50,000 |
| NVCRNovoCure Limited - Ordinary Shares | Stock | Spouse | $1,001 - $15,000 |
| RRyder System, Inc. | Stock | Spouse | $1,001 - $15,000 |
| CRMSalesforce, Inc. | Stock | Spouse | $15,001 - $50,000 |
| Schwab Emerging Markets | Fund | Spouse | $1,001 - $15,000 |
| Schwab Fundamental Emerging Markets | Fund | Spouse | $1,001 - $15,000 |
| Schwab Fundamental INL | Fund | Spouse | $1,001 - $15,000 |
| Schwab Fundamental US | Fund | Spouse | $1,001 - $15,000 |
| Schwab International | Fund | Spouse | $1,001 - $15,000 |
| Schwab S&P 500 Index Fund | Fund | Member | $15,001 - $50,000 |
| Schwab US Large Cap | Fund | Spouse | $1,001 - $15,000 |
| Schwab US Small Cap | Fund | Spouse | $1,001 - $15,000 |
| Schwab US Small Cap | Fund | Spouse | $15,001 - $50,000 |
| Schwab US TIPS | Fund | Spouse | $1,001 - $15,000 |
| Simplify U.S. Equity PLUS GBTC ETF | Stock | Spouse | $15,001 - $50,000 |
| SPDR Dow Jones | Fund | Spouse | $50,001 - $100,000 |
| SPDR Fund Consumer Staples | Fund | Spouse | $15,001 - $50,000 |
| SPDR S & P 500 | Fund | Spouse | $50,001 - $100,000 |
| SPDR S&P 500 ETF | Fund | Member | $50,001 - $100,000 |
| SBUXStarbucks Corporation | Stock | Spouse | $15,001 - $50,000 |
| The Real Estate Select Sector SPDR Fund | Fund | Member | $1,001 - $15,000 |
| TRVThe Travelers Companies, Inc. | Stock | Spouse | $15,001 - $50,000 |
| Utilities Select Sector SPDR Fund | Fund | Member | $15,001 - $50,000 |
| Vanguard Communication Services ETF | Fund | Member | $15,001 - $50,000 |
| Vanguard Equity-Income Fund Admiral Shares | Fund | Member | $15,001 - $50,000 |
| Vanguard Growth and Income | Fund | Spouse | $250,001 - $500,000 |
| Vanguard Intermediate Term Cor | Fund | Spouse | $1,001 - $15,000 |
| WMTWalmart Inc. | Stock | Member | $15,001 - $50,000 |
| DISWalt Disney Company | Stock | Spouse | $15,001 - $50,000 |
| YTRAYatra Online, Inc. - Ordinary Shares | Stock | Member | $1 - $1,000 |
| ZMZoom Video Communications, Inc. - Class A | Stock | Spouse | $15,001 - $50,000 |
| TIAA-CREF LC index 2030 | Fund | Spouse | $50,001 - $100,000 |
How reports are read: holdings methodology.