Congressional stock trades · Member
Pete Ricketts
Senator · NE · Republican
30 published transactions from periodic transaction reports since 2020, shown as filed. Amounts are the ranges on the form. Each row links to its filing. Holdings from 3 annual reports are below.
Current committees: Senate Committee on Banking, Housing, and Urban Affairs; Senate Committee on Environment and Public Works; Senate Committee on Foreign Relations; Senate Committee on the Budget.
| Disclosed | Traded | Days | Owner | Asset | Type | Amount range (as filed) | Source |
|---|---|---|---|---|---|---|---|
| 2023-10-20 | 2023-09-21 | 29 | Spouse | EMREmerson Electric Company | Sale (full) | $100,001 - $250,000 | eFD → |
| 2023-10-20 | 2023-09-21 | 29 | Spouse | GDGeneral Dynamics Corp | Sale (full) | $100,001 - $250,000 | eFD → |
| 2023-10-20 | 2023-09-21 | 29 | Spouse | ADPAutomatic Data Procs | Sale (full) | $50,001 - $100,000 | eFD → |
| 2023-10-20 | 2023-09-21 | 29 | Spouse | YUMYum! Brands, Inc. | Sale (full) | $50,001 - $100,000 | eFD → |
| 2023-10-20 | 2023-09-21 | 29 | Spouse | MCDMcDonald's Corp | Sale (full) | $100,001 - $250,000 | eFD → |
| 2023-10-20 | 2023-09-21 | 29 | Spouse | CUBECubesmart | Sale (full) | $50,001 - $100,000 | eFD → |
| 2023-10-20 | 2023-09-21 | 29 | Spouse | CFCF Industries Holdings, Inc. Common Stock | Sale (full) | $50,001 - $100,000 | eFD → |
| 2023-10-20 | 2023-09-21 | 29 | Spouse | UNHUnitedHealth Group Incorporated Common Stock (DE) | Sale (full) | $100,001 - $250,000 | eFD → |
| 2023-10-20 | 2023-09-21 | 29 | Spouse | MRKMerck & Company | Sale (full) | $50,001 - $100,000 | eFD → |
| 2023-10-20 | 2023-09-21 | 29 | Spouse | CVSCVS Health Corporation Common Stock | Sale (full) | $50,001 - $100,000 | eFD → |
| 2023-10-20 | 2023-09-21 | 29 | Spouse | BRK.BBerkshire Hathaway Cl B | Sale (full) | $100,001 - $250,000 | eFD → |
| 2023-10-20 | 2023-09-21 | 29 | Spouse | MDTMedtronic plc. Ordinary Shares | Sale (full) | $50,001 - $100,000 | eFD → |
| 2023-10-20 | 2023-09-21 | 29 | Spouse | WALWestern Alliance Bancorp | Sale (full) | $50,001 - $100,000 | eFD → |
| 2023-10-20 | 2023-09-21 | 29 | Spouse | EQNREquinor ASA | Sale (full) | $100,001 - $250,000 | eFD → |
| 2023-10-20 | 2023-09-21 | 29 | Spouse | ABTAbbott Laboratories | Sale (full) | $100,001 - $250,000 | eFD → |
| 2023-10-20 | 2023-09-21 | 29 | Spouse | KOCoca-Cola Company | Sale (full) | $100,001 - $250,000 | eFD → |
| 2023-10-20 | 2023-09-21 | 29 | Spouse | APAAPA Corporation - Common Stock | Sale (full) | $50,001 - $100,000 | eFD → |
| 2023-10-20 | 2023-09-21 | 29 | Spouse | PMPhilip Morris International Inc | Sale (full) | $100,001 - $250,000 | eFD → |
| 2023-10-20 | 2023-09-21 | 29 | Spouse | UNPUnion Pacific Corporation Common Stock | Sale (full) | $100,001 - $250,000 | eFD → |
| 2023-10-20 | 2023-09-21 | 29 | Spouse | JNJJohnson & Johnson | Sale (full) | $100,001 - $250,000 | eFD → |
| 2023-10-20 | 2023-09-21 | 29 | Spouse | PGProcter & Gamble Company | Sale (full) | $100,001 - $250,000 | eFD → |
| 2023-10-20 | 2023-09-21 | 29 | Spouse | PLDPrologis, Inc. Common Stock | Sale (full) | $50,001 - $100,000 | eFD → |
| 2023-10-20 | 2023-09-21 | 29 | Spouse | PNCPNC Financial Services Group, Inc. (The) Common St | Sale (full) | $50,001 - $100,000 | eFD → |
| 2023-10-20 | 2023-09-21 | 29 | Spouse | VZVerizon Communications Inc. Common Stock | Sale (full) | $50,001 - $100,000 | eFD → |
| 2023-10-20 | 2023-09-21 | 29 | Spouse | NTRNutrien Ltd | Sale (full) | $50,001 - $100,000 | eFD → |
| 2023-02-17 | 2023-02-09 | 8 | Spouse | New York City Transitional Fin Auth Revenue Bond Rate/Coupon: 5.0% Matures: 11/01/2037 | Purchase | $50,001 - $100,000 | eFD → |
| 2023-02-17 | 2023-02-06 | 11 | Spouse | Georgia State General Obligation Bond Rate/Coupon: 5.0% Matures: 08/01/2033 | Sale (full) | $100,001 - $250,000 | eFD → |
| 2023-02-17 | 2023-01-26 | 22 | Spouse | Aubrey Texas Indpt Sch Dist Revenue Bond Rate/Coupon: 5.0% Matures: 02/15/2034 | Sale (full) | $50,001 - $100,000 | eFD → |
| 2023-02-17 | 2023-01-24 | 24 | Spouse | Massachusetts State General Obligation Bond Rate/Coupon: 5.0% Matures: 02/01/2032 | Sale (full) | $100,001 - $250,000 | eFD → |
| 2023-02-17 | 2023-01-18 | 30 | Spouse | New York General Obligation Bond Rate/Coupon: 5.0% Matures: 09/01/2033 | Sale (full) | $100,001 - $250,000 | eFD → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2024 report.
298 assets with a value on the report filed 2025-05-15, 8 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) |
|---|---|---|---|
| South Dakota Retirement System | Other | Spouse | $15,001 - $50,000 |
| Boys Town Village Neb Revenue Bond | Bond | Joint | $15,001 - $50,000 |
| Buffalo County Neb General Obligation Bond | Bond | Joint | $50,001 - $100,000 |
| Cass County Neb General Obligation Bond | Bond | Joint | $15,001 - $50,000 |
| Crete Neb Hwy Allocation Fund Revenue Bond | Bond | Joint | None (or less than $1,001) |
| Dfa Emerging Markets Core Equity Portfolio | Fund | Joint | $1,000,001 - $5,000,000 |
| Dfa International Core Equity Portfolio | Fund | Joint | $1,000,001 - $5,000,000 |
| Dfa Two-Year Global Fixed Income Portfolio | Fund | Joint | $500,001 - $1,000,000 |
| Dimensional U.S. Small Cap ETF | Fund | Joint | $1,000,001 - $5,000,000 |
| Dimensional U.S. Targeted Value ETF | Fund | Joint | $500,001 - $1,000,000 |
| Douglas County Neb General Obligation Bond | Bond | Joint | None (or less than $1,001) |
| Douglas County Neb General Obligation Bond | Bond | Joint | $50,001 - $100,000 |
| Douglas County Neb General Obligation Bond | Bond | Joint | $50,001 - $100,000 |
| Fremont Neb General Obligation Bond | Bond | Joint | $15,001 - $50,000 |
| Hall County Neb School Dist Revenue Bond | Bond | Joint | $50,001 - $100,000 |
| iShares Core 1-5 Year USD Bond ETF | Fund | Joint | None (or less than $1,001) |
| iShares S&P Mid-Cap 400 Value ETF | Fund | Joint | $1,000,001 - $5,000,000 |
| iShares TIPS Bond ETF | Fund | Joint | $500,001 - $1,000,000 |
| iShares 1-5 Year Investment Grade Corporate Bond E | Fund | Joint | $500,001 - $1,000,000 |
| Kearney County Neb General Obligation Bond | Bond | Joint | $50,001 - $100,000 |
| Keith County Neb Sch Dist General Obligation Bond | Bond | Joint | $50,001 - $100,000 |
| LA Vista Neb General Obligation Bond | Bond | Joint | $15,001 - $50,000 |
| Louisville Neb General Obligation Bond | Bond | Joint | None (or less than $1,001) |
| Metropolitan Utils Dist Omaha Neb Revenue Bond | Bond | Joint | $50,001 - $100,000 |
| Metropolitan Cmnty College Area Neb Revenue Bond | Bond | Joint | $50,001 - $100,000 |
| Metropolitan Utils Dist Omaha Neb Revenue Bond | Bond | Joint | $15,001 - $50,000 |
| Papillion Neb General Obligation Bond | Bond | Joint | None (or less than $1,001) |
| Papillion Neb Sch Dist General Obligation Bond | Bond | Joint | $100,001 - $250,000 |
| PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fun | Fund | Joint | $250,001 - $500,000 |
| Platte County Neb Sch Dist General Obligation Bond | Bond | Joint | None (or less than $1,001) |
| Polk County Neb General Obligation Bond | Bond | Joint | $50,001 - $100,000 |
| Sarpy County Neb Sch Dist General Obligation Bond | Bond | Joint | $100,001 - $250,000 |
| Sarpy County Neb Sch Dist General Obligation Bond | Bond | Joint | $100,001 - $250,000 |
| Saunders County Neb General Obligation Bond | Bond | Joint | $50,001 - $100,000 |
| Charles Schwab | Other | Joint | $250,001 - $500,000 |
| Scotts Bluff County General Obligation Bond | Bond | Joint | $15,001 - $50,000 |
| SPYS&P 500 SPDR | Fund | Joint | $1,000,001 - $5,000,000 |
| SPDR S&P 500 Value Portfolio ETF | Fund | Joint | $1,000,001 - $5,000,000 |
| S&P Smallcap Value ETF SPDR | Fund | Joint | $250,001 - $500,000 |
| MDYS&P Midcap 400 SPDR | Fund | Joint | $1,000,001 - $5,000,000 |
| Stanton County Neb Util Revenue Bond | Bond | Joint | $50,001 - $100,000 |
| Vanguard Tax-Exempt Bond ETF | Fund | Joint | $1,000,001 - $5,000,000 |
| Vanguard Real Estate ETF | Fund | Joint | None (or less than $1,001) |
| Vanguard S&P 500 ETF | Fund | Joint | $100,001 - $250,000 |
| Schwab U.S. TIPS ETF (SCHP) | Fund | Joint | $50,001 - $100,000 |
| Vanguard Total Bond Market Index Fund (BND) | Fund | Joint | $1,000,001 - $5,000,000 |
| Dfa Five-Year Global Fixed Income Portfolio | Fund | Joint | $250,001 - $500,000 |
| Dimensional Emerging Markets Core Equity 2 ETF | Fund | Joint | $50,001 - $100,000 |
| Dimensional US High Profitability ETF | Fund | Joint | $100,001 - $250,000 |
| iShares MBS ETF | Fund | Joint | $250,001 - $500,000 |
| Baldwin County AL General Obligation Bond | Bond | Spouse | None (or less than $1,001) |
| Chatham County NC Limited Obligation Bond | Bond | Spouse | $100,001 - $250,000 |
| Florida St Bd of Educ Revenue Bond | Bond | Spouse | $100,001 - $250,000 |
| Florida St Rt of Way Construction Ref Bond | Bond | Spouse | $100,001 - $250,000 |
| Hennepin County MN General Obligation Bond | Bond | Spouse | $100,001 - $250,000 |
| Jefferson County CO Sch Dist Revenue Bond | Bond | Spouse | $50,001 - $100,000 |
| Liberty Hill TX Indpt Sch Dist Revenue Bond | Bond | Spouse | $50,001 - $100,000 |
| Maricopa County AZ Sch Dist Revenue Bond | Bond | Spouse | $50,001 - $100,000 |
| Metropolitan Govt Nashville & Davidson TN Water & Sewer Revenue Bond | Bond | Spouse | $100,001 - $250,000 |
| Merrill Lynch | Other | Spouse | $500,001 - $1,000,000 |
| New York NY Transition Fin Auth Revenue Bond | Bond | Spouse | $15,001 - $50,000 |
| New York NY Transition Fin Auth Revenue Bond | Bond | Spouse | $50,001 - $100,000 |
| New York NY Transition Fin Auth Revenue Bond | Bond | Spouse | $50,001 - $100,000 |
| New York NY Transition Fin Auth Revenue Bond | Bond | Spouse | $50,001 - $100,000 |
| New York St Dorm Auth Revenue Bond | Bond | Spouse | $100,001 - $250,000 |
| New York St Dorm Auth Revenue Bond | Bond | Spouse | $50,001 - $100,000 |
| Richland County SC Sch Dist General Obligation Bond | Bond | Spouse | $15,001 - $50,000 |
| Texas Water Dev Brd Revenue Bond | Bond | Spouse | $100,001 - $250,000 |
| U.S. Treasury Note 11/15/2032 | Bond | Spouse | $250,001 - $500,000 |
| U.S. Treasury Note 12/31/2024 | Bond | Spouse | None (or less than $1,001) |
| Univ of Wyoming Revenue Bond | Bond | Spouse | $50,001 - $100,000 |
| Virginia St General Obligation Bond | Bond | Spouse | $100,001 - $250,000 |
| Washington County UT Sch Dist General Obligation Bond | Bond | Spouse | $100,001 - $250,000 |
| Wisconsin St Revenue Bond | Bond | Spouse | $50,001 - $100,000 |
| Woods Hole Mass St Revenue Bond | Bond | Spouse | $50,001 - $100,000 |
| SCHWCharles Schwab Corporation (The) Common Stock | Stock | Joint | $5,000,001 - $25,000,000 |
| UBS Bank | Other | Joint | $500,001 - $1,000,000 |
| CSP III Distressed Opportunities Trust | Other | Spouse | $15,001 - $50,000 |
| GSO Mezzanine Finance Trust | Other | Spouse | $1,001 - $15,000 |
| GSO Mezzanine Finance Trust II | Other | Spouse | $50,001 - $100,000 |
| ORBIMED Healthcare Investments Trust | Other | Spouse | $15,001 - $50,000 |
| Merrill Lynch | Other | Spouse | $50,001 - $100,000 |
| iShares National Muni Bond ETF | Fund | Spouse | $250,001 - $500,000 |
| UBS Bank | Other | Spouse | $250,001 - $500,000 |
| Vanguard FTSE Developed Markets ETF | Fund | Spouse | $250,001 - $500,000 |
| Vanguard FTSE Emerging Markets ETF | Fund | Spouse | $250,001 - $500,000 |
| Vanguard Mid-Cap ETF | Fund | Spouse | $250,001 - $500,000 |
| Vanguard S&P 500 ETF (VOO) | Fund | Spouse | $500,001 - $1,000,000 |
| Vanguard Small-Cap Index Fund ETF Shares (VB) | Fund | Spouse | $250,001 - $500,000 |
| iShares 10 Year Investment Grade Corporate Bond E | Fund | Spouse | $250,001 - $500,000 |
| SCHWThe Charles Schwab Corp | Stock | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| UBS Bank | Other | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| Amount owed to the filer (debtor not shown) | Other | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| UBS Bank | Other | Joint | $250,001 - $500,000 |
| iShares Core MSCI EAFE ETF | Fund | Joint | $1,000,001 - $5,000,000 |
| iShares Core MSCI Emerging Markets ETF | Fund | Joint | $500,001 - $1,000,000 |
| iShares Core S&P 500 ETF | Fund | Joint | $1,000,001 - $5,000,000 |
| JP Morgan Chase & Co. Perpetual Bond | Bond | Joint | None (or less than $1,001) |
| Citigroup Inc. Perpetual | Bond | Joint | $50,001 - $100,000 |
| Fifth Third Bancorp Perpetual | Bond | Joint | $50,001 - $100,000 |
| Bank of America Savings 2 | Other | Joint | $250,001 - $500,000 |
| Blackrock Strategic Income Opportunities Portfol | Fund | Joint | $50,001 - $100,000 |
| Driehaus Micro Cap Growth Fund | Fund | Joint | $100,001 - $250,000 |
| Pimco Flexible Municipal Income Fund Institution | Fund | Joint | $250,001 - $500,000 |
| Rmb Smid Cap Fund Class I | Fund | Joint | $100,001 - $250,000 |
| Citibank | Other | Joint | $250,001 - $500,000 |
| Bank of America Perpetual | Bond | Joint | None (or less than $1,001) |
| Citigroup Inc. Perpetual | Bond | Joint | None (or less than $1,001) |
| Citigroup Inc. Perpetual | Bond | Joint | $1,001 - $15,000 |
| Goldman Sachs Group Perpetual | Bond | Joint | $50,001 - $100,000 |
| Citigroup Inc. Perpetual | Bond | Joint | $50,001 - $100,000 |
| Goldman Sachs Group Perpetual | Bond | Joint | $100,001 - $250,000 |
| SCHWCharles Schwab Corporation (The) Common Stock | Stock | Joint | $5,000,001 - $25,000,000 |
| SCHWCharles Schwab Corporation (The) Common Stock | Stock | Joint | None (or less than $1,001) |
| UBS Bank | Other | Joint | $1,000,001 - $5,000,000 |
| UBS Bank | Other | Joint | $250,001 - $500,000 |
| Dalton Whitfield County Dev Auth Revenue Bond | Bond | Joint | $15,001 - $50,000 |
| Albuquerque NM Mun Sch Dist General Obligation Bond | Bond | Joint | $15,001 - $50,000 |
| Broward County Florida Airport System Revenue Bond | Bond | Joint | $15,001 - $50,000 |
| Buffalo Grove IL General Obligation Bond | Bond | Joint | $1,001 - $15,000 |
| Cooper Green Mercy Health Svcs Auth AL Revenue Bond | Bond | Joint | $15,001 - $50,000 |
| Collier County FL Wtr-Swr Dist Revenue Bond | Bond | Joint | None (or less than $1,001) |
| Bank of America | Other | Joint | $50,001 - $100,000 |
| Douglas County Neb Hosp Auth Revenue Bond | Bond | Joint | $15,001 - $50,000 |
| Douglas County Neb Sch Dist General Obligation Bond | Bond | Joint | $50,001 - $100,000 |
| Elk Grove Village IL General Obligation Bond | Bond | Joint | None (or less than $1,001) |
| Forsyth County GA General Obligation Bond | Bond | Joint | None (or less than $1,001) |
| Georgia St General Obligation Bond | Bond | Joint | $15,001 - $50,000 |
| Greater Asheville NC Regl Arpt Auth Revenue Bone | Bond | Joint | $50,001 - $100,000 |
| Hawaii St Arpt Auth Revenue Bond | Bond | Joint | None (or less than $1,001) |
| Hillsborough County FL Aviation Revenue Bond | Bond | Joint | None (or less than $1,001) |
| Idaho Health Facs Revenue Bond | Bond | Joint | None (or less than $1,001) |
| Illinois St General Obligation Bond | Bond | Joint | None (or less than $1,001) |
| Indiana Fin Auth Health Sys Revenue Bond | Bond | Joint | $50,001 - $100,000 |
| Kentucky Rural Water Fin Corp Revenue Bond | Bond | Joint | None (or less than $1,001) |
| Las Vegas Valley NV Water Dist Revenue Bond | Bond | Joint | None (or less than $1,001) |
| Lincoln Neb Elec Sys Revenue Bond | Bond | Joint | None (or less than $1,001) |
| Love Field TX Airport Modernization Revenue Bond | Bond | Joint | None (or less than $1,001) |
| Madison AL General Obligation Bond | Bond | Joint | $50,001 - $100,000 |
| Maricopa County AZ Revenue Bond | Bond | Joint | None (or less than $1,001) |
| Maricopa County AZ Revenue Bond | Bond | Joint | None (or less than $1,001) |
| Massachusetts St General Obligation Bond | Bond | Joint | $15,001 - $50,000 |
| Metropolitan Washington DC Arpts Auth Revenue Bond | Bond | Joint | None (or less than $1,001) |
| Michigan St Fin Auth Revenue Bond | Bond | Joint | $15,001 - $50,000 |
| Missouri St Health & Educational Facs Auth Revenue Bond | Bond | Joint | $50,001 - $100,000 |
| Montana St Fin Auth Hosp Revenue Bond | Bond | Joint | $50,001 - $100,000 |
| Montgomery County TX Indpt Sch Dist Revenue Bond | Bond | Joint | $100,001 - $250,000 |
| Nebraska Invt Hsg Fin Auth Revenue Bond | Bond | Joint | $50,001 - $100,000 |
| Nebraska Public Pwr Dist Revenue Bond | Bond | Joint | None (or less than $1,001) |
| New York NY General Obligation Bond | Bond | Joint | $1,001 - $15,000 |
| New York St Dorm Auth Revenue Bond | Bond | Joint | $1,001 - $15,000 |
| Ohio St Hospital Facs Revenue Bond | Bond | Joint | None (or less than $1,001) |
| Omaha Neb Public Pwr Dist Revenue Bond | Bond | Joint | None (or less than $1,001) |
| Omaha Neb Public Pwr Dist Revenue Bond | Bond | Joint | $100,001 - $250,000 |
| Omaha Neb Public Pwr Dist Revenue Bond | Bond | Joint | None (or less than $1,001) |
| Omaha Neb Public Pwr Dist Revenue Bond | Bond | Joint | $50,001 - $100,000 |
| Port Auth of NY & NJ Revenue Bond | Bond | Joint | $50,001 - $100,000 |
| Reedy Creek Improvement Dist FL Revenue Bond | Bond | Joint | $50,001 - $100,000 |
| Sarpy County Neb Sch Dist General Obligation Bond | Bond | Joint | $50,001 - $100,000 |
| Southeast Cmnty College Area Neb Revenue Bond | Bond | Joint | None (or less than $1,001) |
| Tallahassee FL Util Sys Revenue Bond | Bond | Joint | None (or less than $1,001) |
| Texas Tech Univ Revenue Bond | Bond | Joint | None (or less than $1,001) |
| Texas St General Obligation Bond | Bond | Joint | None (or less than $1,001) |
| Texas St Ref Mobility Fd Bond | Bond | Joint | None (or less than $1,001) |
| University of Illinois Revenue Bond | Bond | Joint | None (or less than $1,001) |
| University of Nebraska Revenue Bond | Bond | Joint | $50,001 - $100,000 |
| Utah St Bd of Regents Revenue Bond | Bond | Joint | None (or less than $1,001) |
| Utah St Bd of Regents Revenue Bond | Bond | Joint | None (or less than $1,001) |
| Virginia Sm Business Fin Auth Revenue Bond | Bond | Joint | $15,001 - $50,000 |
| Virginia St Hsg Dev Auth Revenue Bond | Bond | Joint | $15,001 - $50,000 |
| Washington St Healthcare Facs Auth Revenue Bond | Bond | Joint | None (or less than $1,001) |
| Westfield Ind High Sch Bldg Corp Revenue Bond | Bond | Joint | $50,001 - $100,000 |
| Westminster CO Wtr Revenue Bond | Bond | Joint | None (or less than $1,001) |
| Broward County Florida Airport System Revenue Bond | Bond | Joint | $15,001 - $50,000 |
| Cherry Creek Colorado Sch Dist General Obligation Bond | Bond | Joint | $50,001 - $100,000 |
| Chicago Ill Midway Airport Revenue Bond | Bond | Joint | None (or less than $1,001) |
| Clark County Washington Pub Util Dist Revenue Bond | Bond | Joint | None (or less than $1,001) |
| Decatur Texas Hospital Auth Revenue Bond | Bond | Joint | $50,001 - $100,000 |
| Douglas County Kansas Sch Dist General Obligation Bond | Bond | Joint | $50,001 - $100,000 |
| Greater Orlando Aviation Auth Revenue Bond | Bond | Joint | $15,001 - $50,000 |
| Greenwood County SC Hospital Facs Revenue Bond | Bond | Joint | None (or less than $1,001) |
| Hawaii St Dept Transportation Airports Revenue Bond | Bond | Joint | $15,001 - $50,000 |
| Illinois St Toll Hwy Auth Revenue Bond | Bond | Joint | None (or less than $1,001) |
| Intermountain Power Agy Utah Revenue Bond | Bond | Joint | $50,001 - $100,000 |
| Jersey City N J Taxable Revenue Bond | Bond | Joint | None (or less than $1,001) |
| Metropolitan Govt Nashville & Davidson TN Revenue Bond | Bond | Joint | None (or less than $1,001) |
| Miami-Dade County FL Wtr & Swr Revenue Bond | Bond | Joint | $50,001 - $100,000 |
| Nebraska Invt Hsg Fin Auth Revenue Bond | Bond | Joint | $50,001 - $100,000 |
| New Jersey St Transn Fin Auth Revenue Bond | Bond | Joint | $50,001 - $100,000 |
| North Carolina Housing Fin Agency Revenue Bond | Bond | Joint | $50,001 - $100,000 |
| New York St Dorm Auth Revenue Bond | Bond | Joint | $15,001 - $50,000 |
| Orland Park Ill General Obligation Bond | Bond | Joint | $50,001 - $100,000 |
| Raleigh NC Comb Enterprise Sys Revenue Bond | Bond | Joint | None (or less than $1,001) |
| South Carolina Jobs Revenue Bond | Bond | Joint | $1,001 - $15,000 |
| Terre Haute Ind San Dist Revenue Bond | Bond | Joint | $15,001 - $50,000 |
| Triborough Bridge & Tunnel NY Revenue Bond | Bond | Joint | $15,001 - $50,000 |
| University of California Revenue Bond | Bond | Joint | $15,001 - $50,000 |
| Virginia St Pub Bldg Auth Revenue Bond | Bond | Joint | None (or less than $1,001) |
| Washington St Healthcare Facs Auth Revenue Bond | Bond | Joint | $50,001 - $100,000 |
| Colorado Health Facs Auth Revenue Bond | Bond | Joint | $50,001 - $100,000 |
| Florida State Turnpike Auth Revenue Bond | Bond | Joint | $15,001 - $50,000 |
| Galveston Texas Wharves & Term Revenue Bond Ser A | Bond | Joint | $15,001 - $50,000 |
| Hall County Nebraska Sch Dist No 2 Revenue Bond | Bond | Joint | $15,001 - $50,000 |
| Holt Michigan Pub Schools General Obligation Bond | Bond | Joint | $50,001 - $100,000 |
| Idaho Hsg & Finance Revenue Bond | Bond | Joint | $15,001 - $50,000 |
| Irving Texas Indpt Sch Dist Revenue Bond | Bond | Joint | $50,001 - $100,000 |
| Louisiana Pub Facs Auth Hospital Revenue Bond | Bond | Joint | $15,001 - $50,000 |
| Metropolitan Washington DC Arpts Auth Revenue Bond | Bond | Joint | $50,001 - $100,000 |
| Minnesota Agr-Econ Dev Board Revenue Health Care Bond | Bond | Joint | $50,001 - $100,000 |
| Nebraska Invt Hsg Fin Auth Revenue Bond | Bond | Joint | $50,001 - $100,000 |
| Nevada Sys Higher Ed Revenue Bond | Bond | Joint | $50,001 - $100,000 |
| Northwest Allen Ind Sch Dist Revenue Bond | Bond | Joint | $15,001 - $50,000 |
| Omaha Nebraska Arpt Auth Revenue Bond | Bond | Joint | $50,001 - $100,000 |
| Omaha Nebraska Tax Revenue Bond | Bond | Joint | $50,001 - $100,000 |
| Omaha Nebraska Tax Revenue Bond | Bond | Joint | $50,001 - $100,000 |
| Princeton Texas Indpt Sch Dist Tax Revenue Bond | Bond | Joint | $100,001 - $250,000 |
| Public Power Agency of Nebraska Revenue Bond | Bond | Joint | $15,001 - $50,000 |
| Pulaski County Arkansas Hospital Revenue Bond | Bond | Joint | $50,001 - $100,000 |
| Rhode Island St Health & Ed Hospital Revenue Bond | Bond | Joint | $15,001 - $50,000 |
| San Antonio Texas Elec & Gas Revenue Bond | Bond | Joint | $15,001 - $50,000 |
| Skagit County Washington Hosp Dist No 1 Revenue Bond | Bond | Joint | $15,001 - $50,000 |
| South Dakota State Health & Ed Facs Auth Revenue Bond | Bond | Joint | $50,001 - $100,000 |
| St Clair County Alabama Sch Dist Revenue Bond | Bond | Joint | $100,001 - $250,000 |
| Wisconsin State General Obligation Bond | Bond | Joint | $50,001 - $100,000 |
| BITKRAFT Ventures Fund II, L.P. | Other | Joint | $250,001 - $500,000 |
| BITKRAFT Ventures Token Fund I, L.P. | Other | Joint | $50,001 - $100,000 |
| BITKRAFT Ventures Token Fund II, L.P. | Other | Joint | $50,001 - $100,000 |
| RPM Ventures IV, L.P. | Other | Joint | $250,001 - $500,000 |
| StepStone VC Secondaries Fund IV, L.P. | Other | Joint | $250,001 - $500,000 |
| StepStone VC Secondaries Fund V, L.P. | Other | Joint | $250,001 - $500,000 |
| Third Point Venture Fund I LP | Other | Joint | $100,001 - $250,000 |
| Third Point Venture Fund II LP | Other | Joint | $50,001 - $100,000 |
| Hony Capital Fund III, LP | Other | Joint | $1,001 - $15,000 |
| Alphakeys Millennium FD III LLC Class B | Other | Joint | $500,001 - $1,000,000 |
| UBS Bank | Other | Joint | $15,001 - $50,000 |
| Mariner Atlantic Multi-Strategy Fund, L.P. | Other | Joint | $250,001 - $500,000 |
| Whitehaven Credit Opportunities Fund, LP | Other | Joint | $250,001 - $500,000 |
| Eagle Football Holdings BIDCO Limited - Series A | Other | Joint | $1,000,001 - $5,000,000 |
| Eagle Football Holdings BIDCO Limited - Series B1 Note | Other | Joint | $500,001 - $1,000,000 |
| Citibank | Other | Joint | $1,001 - $15,000 |
| UBS Bank | Other | Joint | None (or less than $1,001) |
| SCHWThe Charles Schwab Corp | Stock | Joint | $5,000,001 - $25,000,000 |
| Bank of America | Other | Joint | $15,001 - $50,000 |
| Aristeia Partners, L.P. | Other | Joint | $100,001 - $250,000 |
| JP Morgan | Other | Joint | $1,001 - $15,000 |
| First National Bank of Omaha | Other | Member | $250,001 - $500,000 |
| First National Bank of Omaha | Other | Joint | $500,001 - $1,000,000 |
| Frontier Bank | Other | Member | $100,001 - $250,000 |
| Pinnacle Bank | Other | Member | $15,001 - $50,000 |
| NLYAnnaly Capital Management Inc Common Stock | Stock | Joint | $1,001 - $15,000 |
| Charles Schwab | Other | Joint | $1,001 - $15,000 |
| Douglas County Neb Sch Dist General Obligation Bond | Bond | Member | $100,001 - $250,000 |
| Douglas County Neb Sch Dist General Obligation Bond | Bond | Member | $100,001 - $250,000 |
| Puerto Rico Elec Pwr Revenue Bond | Bond | Member | $50,001 - $100,000 |
| Charles Schwab | Other | Member | $50,001 - $100,000 |
| SCHWCharles Schwab Corporation (The) Common Stock | Stock | Member | $1,000,001 - $5,000,000 |
| Charles Schwab | Other | Member | $5,000,001 - $25,000,000 |
| iShares Morningstar Large-Cap Growth ETF | Fund | Member | $500,001 - $1,000,000 |
| iShares Core S&P 500 ETF | Fund | Member | $500,001 - $1,000,000 |
| iShares MSCI Emerging Index Fund | Fund | Member | $50,001 - $100,000 |
| iShares 7-10 Year Treasury Bond ETF | Fund | Member | $15,001 - $50,000 |
| iShares 1-3 Year Treasury Bond ETF | Fund | Member | $15,001 - $50,000 |
| iShares MSCI EAFE ETF | Fund | Member | $100,001 - $250,000 |
| iShares Russell 1000 Value ETF | Fund | Member | $250,001 - $500,000 |
| iShares Russell 2000 ETF | Fund | Member | $100,001 - $250,000 |
| SCHWCharles Schwab Corporation (The) Common Stock | Stock | Member | $5,000,001 - $25,000,000 |
| SPDR Bloomberg Convertible Securities ETF | Fund | Member | $15,001 - $50,000 |
| Vanguard Mid-Cap Value ETF | Fund | Member | $100,001 - $250,000 |
| Charles Schwab | Other | Member | $500,001 - $1,000,000 |
| Vanguard Wellington Income Fund | Fund | Spouse | $1,001 - $15,000 |
| Bye UAS Inc. DBA Silent Falcon | Other | Member | $50,001 - $100,000 |
| Amount owed to the filer (debtor not shown) | Other | Member | $50,001 - $100,000 |
| Amount owed to the filer (debtor not shown) | Other | Member | $15,001 - $50,000 |
| Skyvu Entertainment | Other | Member | $50,001 - $100,000 |
| Office suite 1 | Other | Member | $250,001 - $500,000 |
| Office suite 2 | Other | Member | $250,001 - $500,000 |
| Office suite 3 | Other | Member | $250,001 - $500,000 |
| Amount owed to the filer (debtor not shown) | Other | Member | $50,001 - $100,000 |
| Brown Advisory Investors - Silver Lake Partners III | Other | Joint | $250,001 - $500,000 |
| KKR Independence Energy Private Investors LP | Other | Member | $50,001 - $100,000 |
| Schulze Global Ethiopia Growth & Transformation Fund I, LP | Other | Member | $250,001 - $500,000 |
| Techstars Accelerator 2021, L.P. | Other | Member | $500,001 - $1,000,000 |
| AlphaKeys Euro Real Estate Fund | Other | Member | $15,001 - $50,000 |
| Land | Other | Spouse | $1,000,001 - $5,000,000 |
| First National Bank of Omaha | Other | Spouse | $15,001 - $50,000 |
| First National Bank of Omaha | Other | Member | $50,001 - $100,000 |
| Personal Residence | Other | Joint | $1,000,001 - $5,000,000 |
| First National Bank of Omaha | Other | Joint | $1,001 - $15,000 |
| Club Membership - Zachary Social Club | Other | Member | $500,001 - $1,000,000 |
| Amount owed to the filer (debtor not shown) | Other | Member | $15,001 - $50,000 |
| Nebraska Public Employees Retirement System | Other | Member | $100,001 - $250,000 |
| Omaha Garage | Other | Spouse | $250,001 - $500,000 |
| First National Bank of Omaha | Other | Spouse | $1,001 - $15,000 |
| Techstars Accelerator 2024, L.P. | Other | Member | $100,001 - $250,000 |
| Personal Residence | Other | Member | $1,000,001 - $5,000,000 |
| Personal Residence | Other | Spouse | $1,000,001 - $5,000,000 |
| First National Bank of Omaha | Other | Spouse | $15,001 - $50,000 |
| Nebraska land | Other | Member | $5,000,001 - $25,000,000 |
How reports are read: holdings methodology.