Congressional stock trades · Member
Thomas R. Suozzi
Representative · NY-3 · Democrat
701 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 9 annual reports are below.
Current committees: House Committee on Ways and Means; House Select Committee on the Strategic Competition Between the United States and the Chinese Communist Party.
| Disclosed | Traded | Days | Owner | Asset | Type | Amount range (as filed) | Source |
|---|---|---|---|---|---|---|---|
| 2021-09-23 | 2020-08-03 | 416 ·>45 | Member | DVNDevon Energy Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2020-07-31 | 419 ·>45 | Member | TJXTJX Companies, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2020-07-31 | 419 ·>45 | Member | ZoomInfo Technologies Inc. - Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2020-07-30 | 420 ·>45 | Member | DVNDevon Energy Corporation | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2020-07-30 | 420 ·>45 | Member | DANDana Incorporated | Sale | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2020-07-10 | 440 ·>45 | Member | IPInternational Paper Company | Sale | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2020-07-10 | 440 ·>45 | Member | JPMJP Morgan Chase & Co. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2020-06-15 | 465 ·>45 | Member | ZoomInfo Technologies Inc. - Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2020-06-15 | 465 ·>45 | Member | MARMarriott International - Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2020-06-15 | 465 ·>45 | Member | TJXTJX Companies, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2020-06-15 | 465 ·>45 | Member | CHGGChegg, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2020-06-15 | 465 ·>45 | Member | LOWLowe's Companies, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2020-06-03 | 477 ·>45 | Member | BABoeing Company | Sale | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2020-06-03 | 477 ·>45 | Member | AMDAdvanced Micro Devices, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2020-06-03 | 477 ·>45 | Member | GMGeneral Motors Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2020-05-11 | 500 ·>45 | Member | DISWalt Disney Company | Sale | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2020-05-11 | 500 ·>45 | Member | JPMJP Morgan Chase & Co. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2020-05-11 | 500 ·>45 | Member | FNMAFederal National Mortgage Association | Sale | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2020-05-05 | 506 ·>45 | Member | AXPAmerican Express Company | Sale | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2020-05-05 | 506 ·>45 | Member | HollyFrontier Corporation | Sale | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2020-05-05 | 506 ·>45 | Member | HollyFrontier Corporation | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2020-05-04 | 507 ·>45 | Member | DALDelta Air Lines, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2020-04-29 | 512 ·>45 | Member | IPInternational Paper Company | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2020-04-29 | 512 ·>45 | Member | Inphi Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2020-04-29 | 512 ·>45 | Member | DDDuPont de Nemours, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2020-04-14 | 527 ·>45 | Member | DANDana Incorporated | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2020-04-14 | 527 ·>45 | Member | CATCaterpillar, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2020-04-14 | 527 ·>45 | Member | FFord Motor Company | Sale | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2020-04-14 | 527 ·>45 | Member | TREELendingTree, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2020-04-14 | 527 ·>45 | Member | IPInternational Paper Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2020-04-14 | 527 ·>45 | Member | GMGeneral Motors Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2020-04-14 | 527 ·>45 | Member | GLWCorning Incorporated | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2020-03-20 | 552 ·>45 | Member | GLWCorning Incorporated | Sale | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2020-03-20 | 552 ·>45 | Member | JPMJP Morgan Chase & Co. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2020-03-20 | 552 ·>45 | Member | URIUnited Rentals, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2020-03-20 | 552 ·>45 | Member | NVDANVIDIA Corporation | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2020-03-20 | 552 ·>45 | Member | WMWaste Management, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2020-03-10 | 562 ·>45 | Member | AAPLApple Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2020-03-10 | 562 ·>45 | Member | JMP group LLC Common Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2020-03-10 | 562 ·>45 | Member | XYZSquare, Inc. Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2020-03-10 | 562 ·>45 | Member | DALDelta Air Lines, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2020-03-03 | 569 ·>45 | Member | NVDANVIDIA Corporation | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2020-03-03 | 569 ·>45 | Member | FNMAFederal National Mortgage Association | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2020-03-03 | 569 ·>45 | Member | TREELendingTree, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2020-03-03 | 569 ·>45 | Member | XYZSquare, Inc. Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2020-03-03 | 569 ·>45 | Member | AMDAdvanced Micro Devices, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2020-03-02 | 570 ·>45 | Member | DANDana Incorporated | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2020-03-02 | 570 ·>45 | Member | TREELendingTree, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2020-03-02 | 570 ·>45 | Member | GMGeneral Motors Company | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2020-03-02 | 570 ·>45 | Member | WMTWalmart Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2020-03-02 | 570 ·>45 | Member | BABoeing Company | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2020-03-02 | 570 ·>45 | Member | AAPLApple Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2020-03-02 | 570 ·>45 | Member | IShares TIPS bond ETF | Sale | $100,001 - $250,000 | Clerk → |
| 2021-09-23 | 2020-03-02 | 570 ·>45 | Member | NVDANVIDIA Corporation | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2020-03-02 | 570 ·>45 | Member | VVisa Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2020-03-02 | 570 ·>45 | Member | NVDANVIDIA Corporation | Sale | $100,001 - $250,000 | Clerk → |
| 2021-09-23 | 2020-02-25 | 576 ·>45 | Member | FireEye, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2020-02-25 | 576 ·>45 | Member | METMetLife, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2020-02-24 | 577 ·>45 | Member | AZNAstraZeneca PLC - American Depositary Shares | Sale | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2020-02-24 | 577 ·>45 | Member | CyberArk Software Ltd. - Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2020-02-24 | 577 ·>45 | Member | GEGeneral Electric Company | Sale | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2020-02-24 | 577 ·>45 | Member | GEGeneral Electric Company | Sale | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2020-02-13 | 588 ·>45 | Member | CSCOCisco Systems, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2020-02-13 | 588 ·>45 | Member | NVDANVIDIA Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2020-02-13 | 588 ·>45 | Member | TREELendingTree, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2020-02-12 | 589 ·>45 | Member | IPInternational Paper Company | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2020-01-29 | 603 ·>45 | Member | VVisa Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2020-01-29 | 603 ·>45 | Member | MCDMcDonald's Corporation | Sale | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2020-01-28 | 604 ·>45 | Member | MCDMcDonald's Corporation | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2020-01-15 | 617 ·>45 | Member | DANDana Incorporated | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2020-01-10 | 622 ·>45 | Member | DXCMDexCom, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2020-01-09 | 623 ·>45 | Member | BABoeing Company | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2020-01-09 | 623 ·>45 | Member | AXPAmerican Express Company | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2020-01-09 | 623 ·>45 | Member | GLWCorning Incorporated | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2020-01-09 | 623 ·>45 | Member | IShares TIPS bond ETF | Purchase | $50,001 - $100,000 | Clerk → |
| 2021-09-23 | 2020-01-09 | 623 ·>45 | Member | BMYBristol-Myers Squibb Company | Sale | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2020-01-09 | 623 ·>45 | Member | VVisa Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2020-01-09 | 623 ·>45 | Member | BMYBristol-Myers Squibb Company | Purchase | $50,001 - $100,000 | Clerk → |
| 2021-09-23 | 2020-01-09 | 623 ·>45 | Member | DXCMDexCom, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2020-01-09 | 623 ·>45 | Member | DANDana Incorporated | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2020-01-09 | 623 ·>45 | Member | CICigna Corporation | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2020-01-09 | 623 ·>45 | Member | DDDuPont de Nemours, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2020-01-07 | 625 ·>45 | Member | AZNAstraZeneca PLC - American Depositary Shares | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2020-01-07 | 625 ·>45 | Member | FireEye, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2020-01-07 | 625 ·>45 | Member | GEGeneral Electric Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2020-01-07 | 625 ·>45 | Member | CyberArk Software Ltd. - Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2020-01-07 | 625 ·>45 | Member | METMetLife, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2020-01-03 | 629 ·>45 | Member | FFord Motor Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2020-01-03 | 629 ·>45 | Member | SPDR S&P Retail ETF | Sale | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2020-01-01 | 631 ·>45 | Member | JPMorgan Chase Capital XVI JP Morgan Alerian MLP ETN | Sale | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2020-01-01 | 631 ·>45 | Member | JPMJP Morgan Chase & Co. | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2019-12-02 | 661 ·>45 | Member | NVDANVIDIA Corporation | Sale | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2019-12-02 | 661 ·>45 | Member | CRWDCrowdStrike Holdings, Inc. - Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2019-12-02 | 661 ·>45 | Member | XYZSquare, Inc. Class A | Sale | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2019-11-18 | 675 ·>45 | Member | Encana Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2019-11-18 | 675 ·>45 | Member | MRKMerck & Company, Inc. Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2019-11-18 | 675 ·>45 | Member | CICigna Corporation | Sale | $50,001 - $100,000 | Clerk → |
| 2021-09-23 | 2019-11-18 | 675 ·>45 | Member | HALHalliburton Company | Sale | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2019-11-18 | 675 ·>45 | Member | IShares TIPS bond ETF | Purchase | $100,001 - $250,000 | Clerk → |
| 2021-09-23 | 2019-11-18 | 675 ·>45 | Member | AAPLApple Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2019-11-18 | 675 ·>45 | Member | AMDAdvanced Micro Devices, Inc. | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2019-11-18 | 675 ·>45 | Member | LLYEli Lilly and Company | Sale | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2019-11-18 | 675 ·>45 | Member | COPConocoPhillips | Sale | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2019-11-15 | 678 ·>45 | Member | IPInternational Paper Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2019-11-15 | 678 ·>45 | Member | DANDana Incorporated | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2019-11-15 | 678 ·>45 | Member | NVDANVIDIA Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2019-11-13 | 680 ·>45 | Member | DISWalt Disney Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2019-11-12 | 681 ·>45 | Member | GLWCorning Incorporated | Sale | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2019-11-12 | 681 ·>45 | Member | AXPAmerican Express Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2019-11-12 | 681 ·>45 | Member | COPConocoPhillips | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2019-11-12 | 681 ·>45 | Member | Encana Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2019-10-21 | 703 ·>45 | Member | CVXChevron Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2019-10-21 | 703 ·>45 | Member | ORCLOracle Corporation Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2019-10-21 | 703 ·>45 | Member | JNJJohnson & Johnson | Sale | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2019-10-17 | 707 ·>45 | Member | AAPLApple Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2019-10-17 | 707 ·>45 | Member | AMDAdvanced Micro Devices, Inc. | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2021-09-23 | 2019-10-17 | 707 ·>45 | Member | CCKCrown Holdings, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2019-10-17 | 707 ·>45 | Member | CSCOCisco Systems, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2019-09-24 | 730 ·>45 | Member | HALHalliburton Company | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2019-09-24 | 730 ·>45 | Member | BYNDBeyond Meat, Inc. - Common stock | Sale | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2019-09-24 | 730 ·>45 | Member | CCKCrown Holdings, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2019-09-16 | 738 ·>45 | Member | GMGeneral Motors Company | Sale | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2019-09-16 | 738 ·>45 | Member | GMGeneral Motors Company | Sale | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2019-09-16 | 738 ·>45 | Member | REGNRegeneron Pharmaceuticals, Inc. | Sale | $50,001 - $100,000 | Clerk → |
| 2021-09-23 | 2019-08-23 | 762 ·>45 | Member | CTVACorteva, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2019-08-23 | 762 ·>45 | Member | DDDuPont de Nemours, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2019-08-21 | 764 ·>45 | Member | DOWDow Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2019-08-21 | 764 ·>45 | Member | BABoeing Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2019-08-21 | 764 ·>45 | Member | URIUnited Rentals, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2019-08-20 | 765 ·>45 | Member | BYNDBeyond Meat, Inc. - Common stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2019-08-20 | 765 ·>45 | Member | XYZSquare, Inc. Class A | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2019-08-19 | 766 ·>45 | Member | GLWCorning Incorporated | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2019-08-05 | 780 ·>45 | Member | LYFTLyft, Inc. - Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2019-07-30 | 786 ·>45 | Member | BABoeing Company | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2019-07-29 | 787 ·>45 | Member | BABoeing Company | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2019-07-29 | 787 ·>45 | Member | NVDANVIDIA Corporation | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2019-07-26 | 790 ·>45 | Member | CRWDCrowdStrike Holdings, Inc. - Class A | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2019-07-08 | 808 ·>45 | Member | NVDANVIDIA Corporation | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2019-07-08 | 808 ·>45 | Member | AAPLApple Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2019-07-08 | 808 ·>45 | Member | LYFTLyft, Inc. - Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2019-06-18 | 828 ·>45 | Member | CATCaterpillar, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2019-06-18 | 828 ·>45 | Member | COSTCostco Wholesale Corporation | Sale | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2019-06-18 | 828 ·>45 | Member | WMTWalmart Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2019-06-18 | 828 ·>45 | Member | INTCIntel Corporation | Sale | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2019-06-18 | 828 ·>45 | Member | TXNTexas Instruments Incorporated | Sale | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2019-06-18 | 828 ·>45 | Member | WMTWalmart Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2019-06-18 | 828 ·>45 | Member | INTCIntel Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2019-06-18 | 828 ·>45 | Member | VZVerizon Communications Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2019-06-18 | 828 ·>45 | Member | VZVerizon Communications Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2019-06-18 | 828 ·>45 | Member | CATCaterpillar, Inc. | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2019-06-06 | 840 ·>45 | Member | DEDeere & Company | Sale | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2019-05-23 | 854 ·>45 | Member | URIUnited Rentals, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2019-05-23 | 854 ·>45 | Member | Control4 Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2019-05-23 | 854 ·>45 | Member | INTCIntel Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2019-05-13 | 864 ·>45 | Member | Control4 Corporation | Sale | $50,001 - $100,000 | Clerk → |
| 2021-09-23 | 2019-05-13 | 864 ·>45 | Member | Control4 Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2019-05-13 | 864 ·>45 | Member | BABoeing Company | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2019-05-13 | 864 ·>45 | Member | BABoeing Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2019-05-13 | 864 ·>45 | Member | AAPLApple Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2019-05-13 | 864 ·>45 | Member | DEDeere & Company | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2019-05-11 | 866 ·>45 | Member | GLWCorning Incorporated | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2019-05-08 | 869 ·>45 | Member | CICigna Corporation | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2019-05-08 | 869 ·>45 | Member | CATCaterpillar, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2019-05-08 | 869 ·>45 | Member | WYWeyerhaeuser Company | Sale | $50,001 - $100,000 | Clerk → |
| 2021-09-23 | 2019-05-08 | 869 ·>45 | Member | GLWCorning Incorporated | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2019-05-02 | 875 ·>45 | Member | IPInternational Paper Company | Sale | $50,001 - $100,000 | Clerk → |
| 2021-09-23 | 2019-05-02 | 875 ·>45 | Member | REGNRegeneron Pharmaceuticals, Inc. | Purchase | $50,001 - $100,000 | Clerk → |
| 2021-09-23 | 2019-04-12 | 895 ·>45 | Member | CICigna Corporation | Purchase | $50,001 - $100,000 | Clerk → |
| 2021-09-23 | 2019-04-08 | 899 ·>45 | Member | COPConocoPhillips | Sale | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2019-04-08 | 899 ·>45 | Member | MUMicron Technology, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2019-04-08 | 899 ·>45 | Member | WGOWinnebago Industries, Inc. | Sale | $50,001 - $100,000 | Clerk → |
| 2021-09-23 | 2019-04-08 | 899 ·>45 | Member | BMYBristol-Myers Squibb Company | Sale | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2019-04-08 | 899 ·>45 | Member | TXNTexas Instruments Incorporated | Sale | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2019-04-08 | 899 ·>45 | Member | PFEPfizer, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2019-03-29 | 909 ·>45 | Member | Superior Industries International, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2019-03-29 | 909 ·>45 | Member | MUMicron Technology, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2019-03-29 | 909 ·>45 | Member | DDDowDuPont Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2019-03-05 | 933 ·>45 | Member | CATCaterpillar, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2019-03-05 | 933 ·>45 | Member | DDDowDuPont Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2019-03-05 | 933 ·>45 | Member | TXNTexas Instruments Incorporated | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2019-02-25 | 941 ·>45 | Member | WYWeyerhaeuser Company | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2019-02-21 | 945 ·>45 | Member | WYWeyerhaeuser Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2019-02-21 | 945 ·>45 | Member | TAT&T Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2019-01-29 | 968 ·>45 | Member | NVDANVIDIA Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2019-01-29 | 968 ·>45 | Member | AMDAdvanced Micro Devices, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2019-01-25 | 972 ·>45 | Member | CCitigroup, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2019-01-25 | 972 ·>45 | Member | CCitigroup, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2019-01-25 | 972 ·>45 | Member | Control4 Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2019-01-24 | 973 ·>45 | Member | INTCIntel Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2019-01-24 | 973 ·>45 | Member | IShares global Comm Services ETF | Sale | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2019-01-24 | 973 ·>45 | Member | IBMInternational business Machines Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2019-01-14 | 983 ·>45 | Member | MDTMedtronic plc. Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2019-01-14 | 983 ·>45 | Member | TELTE Connectivity Ltd. New Switzerland Registered Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2019-01-14 | 983 ·>45 | Member | NVDANVIDIA Corporation | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2019-01-07 | 990 ·>45 | Member | NEENextEra Energy, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2019-01-07 | 990 ·>45 | Member | Pacific gas & Electric Co. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2019-01-02 | 995 ·>45 | Member | Superior Industries International, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2021-09-23 | 2018-12-28 | 1000 ·>45 | Member | Superior Industries International, Inc. Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2018-12-19 | 1009 ·>45 | Member | URIUnited Rentals, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-09-23 | 2018-12-14 | 1014 ·>45 | Member | Intrexon Corporation | Sale | $1,001 - $15,000 | Clerk → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2025 report.
51 assets with a value on the report filed 2026-08-13, 10 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) |
|---|---|---|---|
| 1640 LLC | Other | Member | $250,001 - $500,000 |
| BP Real Estate Opportunity Group LLC | Other | Member | $1,001 - $15,000 |
| Clarapath Corp | Other | Member | $250,001 - $500,000 |
| Empirial Risk Management Inc, 100% Interest | Other | Spouse | $1,001 - $15,000 |
| HCDC Holdings LLC, 10% Interest | Other | Member | $100,001 - $250,000 |
| HCDC Realty Corp, 10% Interest | Other | Member | $50,001 - $100,000 |
| Iselin Holdings LLC, 6% Interest | Other | Member | $100,001 - $250,000 |
| Merrill Lynch Money Market Account | Other | Member | $1,001 - $15,000 |
| Naples Vanderbuilt Investors LLC | Other | Member | $1,001 - $15,000 |
| Northeast-PTP SPV Fund IV LP | Other | Member | $15,001 - $50,000 |
| Royal Pines Holdings LLC, 2% Interest | Other | Member | $100,001 - $250,000 |
| RUVO Realty LLC, 100% Interest | Other | Member | $100,001 - $250,000 |
| SGC Commercial II LLC, 1% Interest | Other | Member | $15,001 - $50,000 |
| Southampton Country Day Camp LLC, 3% Interest | Other | Member | $50,001 - $100,000 |
| Southampton Day Camp Realty LLC, 3% Interest | Other | Member | $50,001 - $100,000 |
| US Treasury Bill | Bond | Member | $15,001 - $50,000 |
| AZL MVP Growth Income Strategy | Other | Member | $50,001 - $100,000 |
| AZL MVP TRP Cap App Plus | Fund | Member | $100,001 - $250,000 |
| Life Insurance | Other | Member | $100,001 - $250,000 |
| XLF Sector Financial Select Sector SPDR ETF | Fund | Spouse | $1,001 - $15,000 |
| XLK Sector Technology Select Sector SPDR | Fund | Spouse | $1,001 - $15,000 |
| XLP Sector Consumer Staples Select Sector SPDR ETF | Fund | Spouse | $1,001 - $15,000 |
| XLV Sector Healthcare Select Sector SPDR ETF | Fund | Spouse | $1,001 - $15,000 |
| HREANJNY LLC | Other | Member | $100,001 - $250,000 |
| HREANJNY LLC, 3% Interest | Other | Member | $100,001 - $250,000 |
| AMDAdvanced Micro Devices, Inc. | Stock | Member | $250,001 - $500,000 |
| AAPLApple Inc. | Stock | Member | $100,001 - $250,000 |
| MSFTMicrosoft Corporation | Stock | Member | $100,001 - $250,000 |
| NVDANVIDIA Corporation | Stock | Member | $1,000,001 - $5,000,000 |
| URIUnited Rentals, Inc. | Stock | Member | $250,001 - $500,000 |
| AMDAdvanced Micro Devices, Inc. | Stock | Member | $1,001 - $15,000 |
| AAPLApple Inc. | Stock | Member | $15,001 - $50,000 |
| iShares U.S. Technology ETF | Fund | Member | $15,001 - $50,000 |
| NVDANVIDIA Corporation | Stock | Member | $1,000,001 - $5,000,000 |
| PLTRPalantir Technologies Inc. Class A | Stock | Member | $15,001 - $50,000 |
| URIUnited Rentals, Inc. | Stock | Member | $15,001 - $50,000 |
| United States Treasury Bill | Bond | Member | $15,001 - $50,000 |
| AZL MVP Growth Index Strategy | Fund | Member | $100,001 - $250,000 |
| AZL MVP T ROWE Price Capital Appreciation Fund | Other | Member | $50,001 - $100,000 |
| Equitable Life Operations | Other | Member | $100,001 - $250,000 |
| Variable Life Ins- Cash Surrender Value | Other | Member | $100,001 - $250,000 |
| Merrill Lynch Money Mkt Acct | Other | Member | $1,001 - $15,000 |
| Northeast-PTP SPV Fund IV LP | Other | Member | $15,001 - $50,000 |
| Pershing Gov Cash Management | Other | Member | $1,001 - $15,000 |
| US Treasury Bill | Bond | Member | $15,001 - $50,000 |
| US Treasury Bill | Bond | Member | $15,001 - $50,000 |
| US Treasury Bill | Bond | Member | $15,001 - $50,000 |
| US Treasury Bill | Bond | Member | $15,001 - $50,000 |
| CREF Equity Index R2 | Fund | Spouse | $1,001 - $15,000 |
| CREF Inflation-Linked Bond R2 | Fund | Spouse | $15,001 - $50,000 |
| CREF Social Choice R2 | Fund | Spouse | $1,001 - $15,000 |
How reports are read: holdings methodology.