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PalanorPalanor

Congressional stock trades · Member

Ron Wyden

Senator · OR · Democrat

271 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 10 annual reports are below.

Current committees: Joint Committee on Taxation; Senate Committee on Energy and Natural Resources; Senate Committee on Finance; Senate Committee on the Budget; Senate Select Committee on Intelligence.

DisclosedTradedDaysOwnerAssetTypeAmount range (as filed)Source
2026-08-082025-04-30465 ·>45SpouseBERY - Berry Global Group, Inc. (Exchanged) Amcor plc Ordinary Shares (Received)Exchange$100,001 - $250,000eFD →
2025-07-022025-06-0329SpousePFEPfizer, Inc. Common StockSale (full)$1,001 - $15,000eFD →
2025-02-212025-02-1011SpouseLLYEli Lilly and Company Common StockSale (full)$50,001 - $100,000eFD →
2025-02-212025-02-0615SpouseSOLVSolventum CorporationSale (full)$1,001 - $15,000eFD →
2025-02-212025-02-0615SpouseiRobot Corporation - Common StockSale (full)$1,001 - $15,000eFD →
2025-02-212025-01-2230SpouseLLYEli Lilly and Company Common StockPurchase$50,001 - $100,000eFD →
2024-04-122024-03-2716SpouseUPSUnited Parcel Service, Inc. Common StockSale (full)$100,001 - $250,000eFD →
2023-05-152022-11-11185 ·>45SpouseSTXSeagate Technology Holdings PLC - Ordinary SharesSale (partial)$15,001 - $50,000eFD →
2022-12-112022-11-1130SpouseDISWalt Disney Company (The) Common StockSale (partial)$50,001 - $100,000eFD →
2022-12-112022-11-1130SpouseMTCHMatch Group, Inc. - Common StockSale (full)$15,001 - $50,000eFD →
2022-12-112022-11-1130SpouseJTKWY - Just Eat Takeaway.com NV - ADRSale (full)$1,001 - $15,000eFD →
2022-12-112022-11-1130SpouseCoupa Software Incorporated - Common StockSale (full)$15,001 - $50,000eFD →
2022-12-112022-11-1130SpouseMETAMeta Platforms, Inc. - Class A Common StockSale (full)$50,001 - $100,000eFD →
2022-12-112022-11-1130SpouseMMM3M Company Common StockSale (partial)$1,001 - $15,000eFD →
2022-12-112022-11-1130SpouseSTXSeagate Technology Holdings PLC - Ordinary SharesSale (full)$15,001 - $50,000eFD →
2022-12-112022-11-1130SpousePYPLPayPal Holdings, Inc. - Common StockSale (full)$100,001 - $250,000eFD →
2022-12-112022-11-1130SpouseBALLBall Corporation Common StockSale (full)$15,001 - $50,000eFD →
2022-12-112022-11-1130SpouseiRobot Corporation - Common StockSale (partial)$15,001 - $50,000eFD →
2022-12-112022-11-1130SpouseFDXFedEx Corporation Common StockSale (full)$50,001 - $100,000eFD →
2022-12-112022-11-1130SpouseNFLXNetflix, Inc. - Common StockSale (full)$50,001 - $100,000eFD →
2022-12-112022-11-1130SpouseWDAYWorkday, Inc. - Class A Common StockSale (full)$1,001 - $15,000eFD →
2022-12-112022-11-1130SpouseXYZBlock, Inc. Class A Common Stock,Sale (full)$15,001 - $50,000eFD →
2022-03-232022-02-2427SpouseAAPLApple Inc. - Common StockSale (partial)$50,001 - $100,000eFD →
2022-03-232022-02-2427SpouseAAPLApple Inc. - Common StockPurchase$50,001 - $100,000eFD →
2021-07-122021-05-0766 ·>45SpouseNew York NY City Transitional Fin Rate/Coupon: 5.0% Matures: 02/01/2022Sale (full)$15,001 - $50,000eFD →
2021-07-122020-11-16238 ·>45SpouseMetropolitan Transn Auth NY Rev Ser D Rate/Coupon: 4.5% Matures: 11/15/2026Sale (full)$15,001 - $50,000eFD →
2021-07-122020-05-11427 ·>45SpouseMetropolitan Transn Auth NY Rev Ser D Rate/Coupon: 4.5% Matures: 11/15/2026Purchase$50,001 - $100,000eFD →
2021-07-122020-05-11427 ·>45SpouseTriborough Brdg & Tuni Auth NY Revs Rate/Coupon: 5.0% Matures: 01/01/2021Purchase$50,001 - $100,000eFD →
2021-07-122020-05-01437 ·>45SpouseNassau Cnty NY Interim Fin Auth Ser A Rate/Coupon: 5.0% Matures: 11/15/2021Purchase$15,001 - $50,000eFD →
2021-07-122020-03-31468 ·>45SpouseWestchester Cnty NY GO Ref BDS Ser Rate/Coupon: 5.0% Matures: 01/15/2021Purchase$50,001 - $100,000eFD →
2021-07-122020-03-30469 ·>45SpouseNew York NY City Transitional Fin Rate/Coupon: 5.0% Matures: 02/01/2021Purchase$100,001 - $250,000eFD →
2021-07-122020-03-26473 ·>45SpouseNew York NY GO BDS Ser Fiscal 2013 C-A Rate/Coupon: 5.0% Matures: 08/01/2020Purchase$50,001 - $100,000eFD →
2021-07-122020-03-25474 ·>45SpouseRoslyn NY UN Free Sch Dist GTD EBD Rate/Coupon: 4.0% Matures: 10/15/2021Purchase$15,001 - $50,000eFD →
2021-07-122020-03-25474 ·>45SpouseManhasset NY UN Free Sch Dist Ref Rate/Coupon: 5.0% Matures: 09/15/2021Purchase$50,001 - $100,000eFD →
2021-07-122020-03-25474 ·>45SpouseTuxedo Park NY Pub Impt BDS Ser Rate/Coupon: 3.0% Matures: 08/01/2020Purchase$15,001 - $50,000eFD →
2021-07-122020-03-25474 ·>45SpouseNassau Cnty NY Gen Impt BDS LT Ser B Rate/Coupon: 5.0% Matures: 04/01/2021Purchase$15,001 - $50,000eFD →
2021-07-122020-03-03496 ·>45SpouseBuffalo NY BD Antic NTS 2019 LT Rate/Coupon: 3.0% Matures: 04/29/2020Purchase$250,001 - $500,000eFD →
2021-07-122020-03-03496 ·>45SpouseNew York NY GO BDS Ser 2011 B Rate/Coupon: 5.0% Matures: 08/01/2020Purchase$15,001 - $50,000eFD →
2021-04-302021-04-1614SpouseKLACKLA CorporationSale (full)$50,001 - $100,000eFD →
2021-04-302021-04-1614SpouseAMATApplied Materials, Inc.Sale (full)$50,001 - $100,000eFD →
2021-04-302021-04-0129SpouseMTCHMatch Group, Inc.Purchase$15,001 - $50,000eFD →
2021-04-092021-04-063DependentKLACKLA CorporationSale (full)$1,001 - $15,000eFD →
2021-04-092021-04-063SpouseAVGOBroadcom Inc.Sale (full)$100,001 - $250,000eFD →
2021-04-092021-04-063SpouseKLACKLA CorporationSale (partial)$100,001 - $250,000eFD →
2021-04-092021-04-063SpouseAMATApplied Materials, Inc.Sale (partial)$100,001 - $250,000eFD →
2021-04-092021-04-063SpouseSTZConstellation Brands, Inc.Sale (full)$100,001 - $250,000eFD →
2021-04-092021-04-063DependentKLACKLA CorporationSale (full)$1,001 - $15,000eFD →
2021-04-092021-04-063SpouseINTCIntel CorporationSale (full)$15,001 - $50,000eFD →
2021-04-092021-04-063DependentKLACKLA CorporationSale (full)$1,001 - $15,000eFD →
2021-04-022021-03-303SpouseAVGOBroadcom Inc.Sale (partial)$1,001 - $15,000eFD →
2021-04-022021-03-0528SpouseSTXSeagate Technology plcPurchase$1,001 - $15,000eFD →
2021-04-022021-03-0429SpouseAVGOBroadcom Inc.Purchase$1,001 - $15,000eFD →
2021-04-022021-03-0429SpouseSTXSeagate Technology plcPurchase$1,001 - $15,000eFD →
2021-03-232021-02-2625SpouseKLACKLA CorporationPurchase$1,001 - $15,000eFD →
2021-03-232021-02-2625SpouseSTXSeagate Technology plcPurchase$1,001 - $15,000eFD →
2021-03-232021-02-2625SpouseAMATApplied Materials, Inc.Purchase$1,001 - $15,000eFD →
2021-02-182021-01-2722DependentAAPLApple Inc.Purchase$1,001 - $15,000eFD →
2021-02-182021-01-2722DependentKLACKLA CorporationPurchase$1,001 - $15,000eFD →
2021-02-182021-01-2722DependentAAPLApple Inc.Purchase$1,001 - $15,000eFD →
2021-02-182021-01-2722DependentKLACKLA CorporationPurchase$1,001 - $15,000eFD →
2021-02-182021-01-2722DependentDISThe Walt Disney CompanyPurchase$1,001 - $15,000eFD →
2021-02-182021-01-2722DependentDISThe Walt Disney CompanyPurchase$1,001 - $15,000eFD →
2021-02-182021-01-2722DependentKLACKLA CorporationPurchase$1,001 - $15,000eFD →
2021-02-182021-01-2722DependentAAPLApple Inc.Purchase$1,001 - $15,000eFD →
2021-02-182021-01-2722DependentDISThe Walt Disney CompanyPurchase$1,001 - $15,000eFD →
2021-02-182021-01-2029DependentAAPLApple Inc.Purchase$1,001 - $15,000eFD →
2021-02-182021-01-2029DependentAAPLApple Inc.Purchase$1,001 - $15,000eFD →
2021-02-182021-01-2029DependentAAPLApple Inc.Purchase$1,001 - $15,000eFD →
2020-12-042020-11-1024SpouseBYNDBeyond Meat, Inc.Sale (full)$50,001 - $100,000eFD →
2020-11-162020-10-1631DependentNVDANVIDIA CorporationPurchase$1,001 - $15,000eFD →
2020-11-162020-10-1631DependentNVDANVIDIA CorporationPurchase$1,001 - $15,000eFD →
2020-11-162020-10-1631DependentWDAYWorkday, Inc.Purchase$1,001 - $15,000eFD →
2020-11-162020-10-1631DependentWDAYWorkday, Inc.Purchase$1,001 - $15,000eFD →
2020-11-162020-10-1631DependentWDAYWorkday, Inc.Purchase$1,001 - $15,000eFD →
2020-11-162020-10-1631DependentNVDANVIDIA CorporationPurchase$1,001 - $15,000eFD →
2020-10-092020-09-2316DependentNFLXNetflix, Inc.Sale (full)$1,001 - $15,000eFD →
2020-10-092020-09-1425DependentNFLXNetflix, Inc.Sale (full)$1,001 - $15,000eFD →
2020-10-092020-09-1425DependentNFLXNetflix, Inc.Sale (full)$1,001 - $15,000eFD →
2020-09-242020-09-0222SpouseWWayfair Inc.Sale (full)$50,001 - $100,000eFD →
2020-09-242020-09-0222SpouseAAPLApple Inc.Purchase$50,001 - $100,000eFD →
2020-09-242020-09-0123SpouseAMZNAmazon.com, Inc.Purchase$15,001 - $50,000eFD →
2020-09-242020-08-2728SpouseAmerican Woodmark CorporationSale (full)$1,001 - $15,000eFD →
2020-09-242020-08-2728SpouseAAPLApple Inc.Purchase$50,001 - $100,000eFD →
2020-09-242020-08-2629SpouseiRobot CorporationPurchase$1,001 - $15,000eFD →
2020-09-242020-08-2530SpouseFDXFedEx CorporationPurchase$15,001 - $50,000eFD →
2020-09-242020-08-2530SpouseUPSUnited Parcel Service, Inc.Purchase$50,001 - $100,000eFD →
2020-09-242020-08-2431SpouseCLXThe Clorox CompanySale (full)$1,001 - $15,000eFD →
2020-09-242020-08-2431SpouseKRThe Kroger Co.Sale (full)$50,001 - $100,000eFD →
2020-09-242020-08-2431SpouseXYZSquare, Inc.Purchase$15,001 - $50,000eFD →
2020-09-242020-08-2431SpouseWWayfair Inc.Purchase$50,001 - $100,000eFD →
2020-09-242020-08-2431SpouseAmerican Woodmark CorporationPurchase$1,001 - $15,000eFD →
2020-08-292020-08-218SpouseXOMExxon Mobil CorporationSale (full)$15,001 - $50,000eFD →
2020-08-292020-08-218SpouseXYZSquare, Inc.Purchase$15,001 - $50,000eFD →
2020-08-292020-08-218SpouseFDXFedEx CorporationPurchase$15,001 - $50,000eFD →
2020-08-292020-08-218SpouseNVDANVIDIA CorporationPurchase$50,001 - $100,000eFD →
2020-08-292020-08-218SpouseUPSUnited Parcel Service, Inc.Purchase$50,001 - $100,000eFD →
2020-08-292020-08-218SpouseTAT&T Inc.Sale (full)$50,001 - $100,000eFD →
2020-08-292020-08-209DependentNFLXNetflix, Inc.Purchase$1,001 - $15,000eFD →
2020-08-292020-08-209DependentNFLXNetflix, Inc.Purchase$1,001 - $15,000eFD →
2020-08-292020-08-209DependentNFLXNetflix, Inc.Purchase$1,001 - $15,000eFD →
2020-08-292020-08-1910SpouseKRThe Kroger Co.Purchase$15,001 - $50,000eFD →
2020-08-292020-08-1910SpouseUPSUnited Parcel Service, Inc.Purchase$50,001 - $100,000eFD →
2020-08-292020-08-1910SpouseNVDANVIDIA CorporationPurchase$15,001 - $50,000eFD →
2020-08-292020-08-1910SpouseFDXFedEx CorporationPurchase$15,001 - $50,000eFD →
2020-08-292020-08-1811SpouseLOWLowe's Companies, Inc.Purchase$15,001 - $50,000eFD →
2020-08-292020-08-1811SpouseDHID.R. Horton, Inc.Purchase$15,001 - $50,000eFD →
2020-08-292020-08-1712SpouseUPSUnited Parcel Service, Inc.Purchase$50,001 - $100,000eFD →
2020-08-292020-08-1415SpouseUPSUnited Parcel Service, Inc.Purchase$15,001 - $50,000eFD →
2020-08-292020-08-1415SpouseFDXFedEx CorporationPurchase$15,001 - $50,000eFD →
2020-08-292020-08-1415SpousePSAPublic StoragePurchase$15,001 - $50,000eFD →
2020-08-292020-08-1118SpouseDHID.R. Horton, Inc.Purchase$50,001 - $100,000eFD →
2020-08-292020-08-1118SpouseFFord Motor CompanyPurchase$15,001 - $50,000eFD →
2020-08-292020-08-0722SpouseAAPLApple Inc.Purchase$50,001 - $100,000eFD →
2020-08-292020-08-0524SpouseCoupa Software IncorporatedPurchase$15,001 - $50,000eFD →
2020-08-292020-08-0524SpousePSAPublic StoragePurchase$15,001 - $50,000eFD →
2020-08-292020-08-0524SpouseBYNDBeyond Meat, Inc.Purchase$15,001 - $50,000eFD →
2020-08-292020-08-0524SpouseCLXThe Clorox CompanyPurchase$1,001 - $15,000eFD →
2020-08-292020-08-0524SpouseKRThe Kroger Co.Purchase$1,001 - $15,000eFD →
2020-08-292020-08-0524SpouseDHID.R. Horton, Inc.Purchase$1,001 - $15,000eFD →
2020-08-292020-08-0524SpouseWDAYWorkday, Inc.Purchase$1,001 - $15,000eFD →
2020-08-292020-08-0425SpouseDISThe Walt Disney CompanyPurchase$15,001 - $50,000eFD →
2020-08-292020-08-0425SpouseKLACKLA CorporationPurchase$15,001 - $50,000eFD →
2020-08-292020-08-0425SpouseKRThe Kroger Co.Purchase$1,001 - $15,000eFD →
2020-08-292020-08-0425SpouseMTCHMatch Group, Inc.Purchase$1,001 - $15,000eFD →
2020-08-292020-08-0425SpousePSAPublic StoragePurchase$50,001 - $100,000eFD →
2020-08-292020-08-0326SpouseINTCIntel CorporationSale (full)$15,001 - $50,000eFD →
2020-08-292020-08-0326SpouseVACMarriott Vacations Worldwide CorporationSale (full)$15,001 - $50,000eFD →
2020-08-292020-08-0326SpouseMARMarriott International, Inc.Sale (full)$100,001 - $250,000eFD →
2020-08-292020-07-3129SpouseMSFTMicrosoft CorporationPurchase$50,001 - $100,000eFD →
2020-08-292020-07-3030SpouseOSKOshkosh CorporationPurchase$15,001 - $50,000eFD →
2020-08-292020-07-3030SpouseBYNDBeyond Meat, Inc.Purchase$15,001 - $50,000eFD →
2020-08-292020-07-3030SpouseNVDANVIDIA CorporationPurchase$50,001 - $100,000eFD →
2020-07-312020-07-283SpouseDHID.R. Horton, Inc.Purchase$15,001 - $50,000eFD →
2020-07-312020-07-274SpouseNVDANVIDIA CorporationPurchase$15,001 - $50,000eFD →
2020-07-312020-07-274SpouseGOOGAlphabet Inc.Purchase$15,001 - $50,000eFD →
2020-07-312020-07-274SpouseMETAFacebook, Inc.Purchase$15,001 - $50,000eFD →
2020-07-312020-07-274SpouseiRobot CorporationPurchase$15,001 - $50,000eFD →
2020-07-312020-07-238SpouseMSFTMicrosoft CorporationPurchase$100,001 - $250,000eFD →
2020-07-312020-07-2011SpouseOSKOshkosh CorporationPurchase$15,001 - $50,000eFD →
2020-07-312020-07-2011SpouseAAPLApple Inc.Purchase$15,001 - $50,000eFD →
2020-07-312020-07-1516SpouseAAPLApple Inc.Purchase$15,001 - $50,000eFD →
2020-07-312020-07-1318SpouseCOSTCostco Wholesale CorporationPurchase$15,001 - $50,000eFD →
2020-07-312020-07-1318SpouseOSKOshkosh CorporationPurchase$50,001 - $100,000eFD →
2020-07-312020-07-1318SpouseCATCaterpillar Inc.Sale (full)$50,001 - $100,000eFD →
2020-07-312020-07-1318SpouseAAPLApple Inc.Purchase$15,001 - $50,000eFD →
2020-07-312020-07-1318SpouseFFord Motor CompanyPurchase$1,001 - $15,000eFD →
2020-07-312020-07-0724SpouseTRIPTripAdvisor, Inc.Sale (full)$50,001 - $100,000eFD →
2020-07-312020-07-0625SpouseAMZNAmazon.com, Inc.Purchase$15,001 - $50,000eFD →
2020-07-312020-07-0625SpouseAAPLApple Inc.Purchase$50,001 - $100,000eFD →
2020-07-312020-07-0625SpouseMSFTMicrosoft CorporationPurchase$15,001 - $50,000eFD →
2020-07-312020-07-0625SpouseKLACKLA CorporationPurchase$15,001 - $50,000eFD →
2020-07-312020-07-0625SpouseSTXSeagate Technology plcPurchase$50,001 - $100,000eFD →
2020-07-312020-07-0625SpouseNVDANVIDIA CorporationPurchase$15,001 - $50,000eFD →
2020-07-312020-07-0229SpouseSTXSeagate Technology plcPurchase$15,001 - $50,000eFD →
2020-07-312020-07-0229SpouseAMZNAmazon.com, Inc.Purchase$15,001 - $50,000eFD →
2020-07-312019-12-24220 ·>45SpouseMetropolitan Transn Auth NY Rev Transn Rev Ser C Rate/Coupon: 5.0% Matures: 05/15/2020Purchase$100,001 - $250,000eFD →
2020-07-312019-12-18226 ·>45SpouseMetropolitan Transn Auth NY Rev Transn BDS C-1 Rate/Coupon: 5.0% Matures: 09/01/2020Purchase$50,001 - $100,000eFD →
2020-07-312019-12-13231 ·>45SpouseSuffolk Cnty NY Rev Antic Nts 2019 Rate/Coupon: 2.0% Matures: 03/20/2020Purchase$50,001 - $100,000eFD →
2020-07-312019-12-13231 ·>45SpouseMetropolitan Transn Auth NY Rev Bds Ser C Rate/Coupon: 5.0% Matures: 11/15/2020Purchase$15,001 - $50,000eFD →
2020-07-312019-12-11233 ·>45SpouseMetropolitan Transn Auth NY Rev Bds Ser C Rate/Coupon: 5.0% Matures: 11/15/2020Purchase$15,001 - $50,000eFD →
2020-07-312019-12-11233 ·>45SpouseMetropolitan Transn Auth NY Rev Bd Antic Nts B Rate/Coupon: 5.0% Matures: 05/15/2020Purchase$100,001 - $250,000eFD →
2020-07-022020-06-302SpouseAMZNAmazon.com, Inc.Purchase$15,001 - $50,000eFD →
2020-07-022020-06-266SpouseAMZNAmazon.com, Inc.Purchase$15,001 - $50,000eFD →
2020-07-022020-06-266SpouseMSFTMicrosoft CorporationPurchase$15,001 - $50,000eFD →
2020-07-022020-06-266SpouseAAPLApple Inc.Purchase$15,001 - $50,000eFD →
2020-07-022020-06-266SpouseNVDANVIDIA CorporationPurchase$15,001 - $50,000eFD →
2020-07-022020-06-266SpouseNFLXNetflix, Inc.Purchase$15,001 - $50,000eFD →
2020-07-022020-06-248SpouseNVDANVIDIA CorporationPurchase$15,001 - $50,000eFD →
2020-07-022020-06-248SpousePYPLPayPal Holdings, Inc.Purchase$15,001 - $50,000eFD →
2020-07-022020-06-248SpouseCOSTCostco Wholesale CorporationPurchase$15,001 - $50,000eFD →
2020-07-022020-06-248SpouseMETAFacebook, Inc.Purchase$15,001 - $50,000eFD →
2020-07-022020-06-248SpouseDISThe Walt Disney CompanyPurchase$50,001 - $100,000eFD →
2020-07-022020-06-248SpouseCoupa Software IncorporatedPurchase$50,001 - $100,000eFD →
2020-07-022020-06-248SpouseiRobot CorporationPurchase$15,001 - $50,000eFD →
2020-07-022020-06-248SpouseAAPLApple Inc.Purchase$15,001 - $50,000eFD →
2020-07-022020-06-248SpouseMSFTMicrosoft CorporationPurchase$15,001 - $50,000eFD →
2020-07-022020-06-248SpouseGOOGAlphabet Inc.Purchase$15,001 - $50,000eFD →
2020-07-022020-06-239SpouseAVGOBroadcom Inc.Purchase$15,001 - $50,000eFD →
2020-07-022020-06-239SpouseCoupa Software IncorporatedPurchase$15,001 - $50,000eFD →
2020-07-022020-06-239SpouseAAPLApple Inc.Purchase$50,001 - $100,000eFD →
2020-07-022020-06-239SpouseMMM3M CompanyPurchase$50,001 - $100,000eFD →
2020-07-022020-06-239SpouseAMATApplied Materials, Inc.Purchase$15,001 - $50,000eFD →
2020-07-022020-06-239SpouseMSFTMicrosoft CorporationPurchase$15,001 - $50,000eFD →
2020-07-022020-06-1715SpouseINTCIntel CorporationPurchase$15,001 - $50,000eFD →
2020-07-022020-06-1715SpouseKLACKLA CorporationPurchase$15,001 - $50,000eFD →
2020-07-022020-06-1715SpouseMSFTMicrosoft CorporationPurchase$15,001 - $50,000eFD →
2020-07-022020-06-1715SpouseAMATApplied Materials, Inc.Purchase$15,001 - $50,000eFD →
2020-07-022020-06-1715SpouseCoupa Software IncorporatedPurchase$15,001 - $50,000eFD →
2020-07-022020-06-1220SpouseDISThe Walt Disney CompanyPurchase$50,001 - $100,000eFD →
2020-07-022020-06-1220DependentDISThe Walt Disney CompanyPurchase$1,001 - $15,000eFD →
2020-07-022020-06-1220DependentDISThe Walt Disney CompanyPurchase$1,001 - $15,000eFD →
2020-07-022020-06-1220DependentDISThe Walt Disney CompanyPurchase$1,001 - $15,000eFD →
2020-07-022020-06-1220SpouseNVDANVIDIA CorporationPurchase$50,001 - $100,000eFD →
2020-07-022020-06-0527SpouseGOOGAlphabet Inc.Purchase$15,001 - $50,000eFD →
2020-07-022020-06-0527SpouseCATCaterpillar Inc.Purchase$15,001 - $50,000eFD →
2020-07-022020-06-0527SpouseMETAFacebook, Inc.Purchase$15,001 - $50,000eFD →
2020-07-022020-06-0527SpouseTRIPTripAdvisor, Inc.Purchase$50,001 - $100,000eFD →
2020-07-022020-06-0527SpouseAMZNAmazon.com, Inc.Purchase$15,001 - $50,000eFD →
2020-07-022020-06-0527SpouseMARMarriott International, Inc.Purchase$50,001 - $100,000eFD →
2020-07-022020-06-0527SpouseVMCVulcan Materials CompanyPurchase$15,001 - $50,000eFD →

How these are read and published: methodology.

Holdings · annual financial disclosure

Assets listed on the 2020 report.

160 assets with a value on the report filed 2021-07-12, 55 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.

AssetTypeOwnerValue (as filed)
US Senate FCUOtherMember$100,001 - $250,000
US Savings Bond Series IOtherMember$100,001 - $250,000
US Senate FCUOtherMember$15,001 - $50,000
Rights to the literary works of Peter WydenOtherMemberUnascertainable
TIAA/CREFOtherMember$50,001 - $100,000
International Equity IndexFundDependent$50,001 - $100,000
U.S. Equity IndexFundDependent$250,001 - $500,000
International Equity IndexFundDependent$50,001 - $100,000
U.S. Equity IndexFundDependent$250,001 - $500,000
Strand Book Store Inc. (S-Corp)OtherSpouseOver $1,000,000 and held independently by spouse or dependent child
Bass Book Trading, Inc (S-corp)OtherSpouseOver $1,000,000 and held independently by spouse or dependent child
Bass Real Estate LLCOtherSpouseOver $1,000,000 and held independently by spouse or dependent child
Leveque GarageOtherSpouse$250,001 - $500,000
Fitz Frames, Inc.OtherSpouse$15,001 - $50,000
Bank of America, N.A.OtherSpouseNone (or less than $1,001)
U.S. Treasury BillBondSpouseNone (or less than $1,001)
Suffolk Cnty NY Rev Antic Nts 2019BondSpouseNone (or less than $1,001)
Metropolitan Transn Auth NY Rev Bd Antic NtsBondSpouseNone (or less than $1,001)
Metropolitan Transn Auth NY Rev Transn Rev Ser CBondSpouseNone (or less than $1,001)
Metropolitan Transn Auth NY Rev Transn BDS C-1BondSpouseNone (or less than $1,001)
Metropolitan Transn Auth NY Rev Bds Ser CBondSpouseNone (or less than $1,001)
Metropolitan Transn Auth NY Rev Bds Ser CBondSpouseNone (or less than $1,001)
CRWDCrowdStrike Holdings, Inc.StockSpouseNone (or less than $1,001)
KLACKLA CorporationStockSpouseNone (or less than $1,001)
Royal Dutch Shell plcStockSpouseNone (or less than $1,001)
SBUXStarbucks CorporationStockSpouseNone (or less than $1,001)
UBERUber Technologies, Inc.StockSpouseNone (or less than $1,001)
VVisa Inc.StockSpouseNone (or less than $1,001)
Buffalo NY BD Antic NTS 2019 LTBondSpouseNone (or less than $1,001)
Nassau Cnty NY Interim Fin Auth Ser ABondSpouseNone (or less than $1,001)
Nassau Cnty NY Gen Impt BDS LT Ser BBondSpouseNone (or less than $1,001)
Metropolitan Transn Auth NY Rev Ser DBondSpouseNone (or less than $1,001)
Roslyn NY UN Free Sch Dist GTD EBDBondSpouseNone (or less than $1,001)
Investment in Residential PropertyOtherSpouse$50,001 - $100,000
Investment in Residential PropertiesOtherSpouse$100,001 - $250,000
Investment in Residential PropertiesOtherSpouse$250,001 - $500,000
Investment in Residential PropertiesOtherSpouse$500,001 - $1,000,000
Strand at Columbus Ave LLCOtherSpouseOver $1,000,000 and held independently by spouse or dependent child
Fidelity Hereford Street Trust - Fidelity GovernmeFundSpouse$500,001 - $1,000,000
Fidelity Diversified International FundFundSpouse$100,001 - $250,000
Invesco QQQ TrustFundSpouse$100,001 - $250,000
iShares S&P Mid-Cap 400 Growth ETFFundSpouse$50,001 - $100,000
STXSeagate Technology plcStockSpouse$100,001 - $250,000
GOOGAlphabet Inc.StockSpouse$250,001 - $500,000
AMZNAmazon.com, Inc.StockSpouse$500,001 - $1,000,000
AAPLApple Inc.StockSpouse$500,001 - $1,000,000
AMATApplied Materials, Inc.StockSpouse$100,001 - $250,000
BALLBall CorporationStockSpouse$50,001 - $100,000
Berry Global Group, Inc.StockSpouse$50,001 - $100,000
AVGOBroadcom Inc.StockSpouse$100,001 - $250,000
CSCOCisco Systems, Inc.StockSpouse$15,001 - $50,000
STZConstellation Brands, Inc.StockSpouse$100,001 - $250,000
COSTCostco Wholesale CorporationStockSpouse$50,001 - $100,000
Coupa Software IncorporatedStockSpouse$100,001 - $250,000
DHID.R. Horton, Inc.StockSpouse$100,001 - $250,000
DISThe Walt Disney CompanyStockSpouse$250,001 - $500,000
DPZDomino's Pizza, Inc.StockSpouse$50,001 - $100,000
METAFacebook, Inc.StockSpouse$100,001 - $250,000
FDXFedEx CorporationStockSpouse$100,001 - $250,000
U.S. Treasury BillBondSpouseNone (or less than $1,001)
Fidelity Blue Chip Growth FundFundSpouseNone (or less than $1,001)
CATCaterpillar Inc.StockSpouseNone (or less than $1,001)
XOMExxon Mobil CorporationStockSpouseNone (or less than $1,001)
FFord Motor CompanyStockSpouse$50,001 - $100,000
Grubhub Inc.StockSpouse$15,001 - $50,000
iRobot CorporationStockSpouse$50,001 - $100,000
KLACKLA CorporationStockSpouse$100,001 - $250,000
LOWLowe's Companies, Inc.StockSpouse$15,001 - $50,000
MTCHMatch Group, Inc.StockSpouse$100,001 - $250,000
MCDMcDonald's CorporationStockSpouse$15,001 - $50,000
MSFTMicrosoft CorporationStockSpouse$250,001 - $500,000
NFLXNetflix, Inc.StockSpouse$100,001 - $250,000
NVDANVIDIA CorporationStockSpouse$500,001 - $1,000,000
OSKOshkosh CorporationStockSpouse$100,001 - $250,000
PYPLPayPal Holdings, Inc.StockSpouse$250,001 - $500,000
QSRRestaurant Brands International Inc.StockSpouse$15,001 - $50,000
XYZSquare, Inc.StockSpouse$50,001 - $100,000
SBUXStarbucks CorporationStockSpouse$50,001 - $100,000
MMM3M CompanyStockSpouse$50,001 - $100,000
UPSUnited Parcel Service, Inc.StockSpouse$250,001 - $500,000
VVisa Inc.StockSpouse$50,001 - $100,000
VMCVulcan Materials CompanyStockSpouse$100,001 - $250,000
WDAYWorkday, Inc.StockSpouse$1,001 - $15,000
Triborough Brdg & Tunl Auth NY RevsBondSpouse$50,001 - $100,000
Westchester Cnty NY GO Ref BDS SerBondSpouse$50,001 - $100,000
New York NY City Transitional FinBondSpouse$100,001 - $250,000
Nassau Cnty NY Gen Impt BDS LT Ser BBondSpouse$15,001 - $50,000
New York NY GO BDS Ser 2015 ABondSpouse$50,001 - $100,000
Manhasset NY UN Free Sch Dist RefBondSpouse$50,001 - $100,000
Roslyn NY UN Free Sch Dist GTD EBDBondSpouse$15,001 - $50,000
Nassau Cnty NY Interim Fin Auth Ser ABondSpouse$15,001 - $50,000
New York NY City Transitional FinBondSpouse$15,001 - $50,000
Metropolitan Transn Auth NY RevBondSpouseNone (or less than $1,001)
New York NY GO BDS Ser 2011 BBondSpouseNone (or less than $1,001)
New York NY GO BDS Ser Fiscal 2013 C-ABondSpouseNone (or less than $1,001)
Tuxedo Park NY Pub Impt BDS SerBondSpouseNone (or less than $1,001)
PSAPublic StorageStockSpouse$100,001 - $250,000
Dunkin Brands Group Inc. Com (DNKN)StockSpouseNone (or less than $1,001)
BlackRock Capital Appreciation Fund Investor A ShaFundSpouse$1,001 - $15,000
JPMorgan Equity Premium Income ETFFundSpouse$15,001 - $50,000
MDTMedtronic plcStockSpouse$1,001 - $15,000
Coupa Software IncorporatedStockSpouse$15,001 - $50,000
INTCIntel CorporationStockSpouse$15,001 - $50,000
NVDANVIDIA CorporationStockSpouse$1,001 - $15,000
PFEPfizer Inc.StockSpouse$15,001 - $50,000
VTRSViatris Inc.StockSpouse$1,001 - $15,000
Bank of the West Advantage AccountOtherMember$15,001 - $50,000
iShares Core S&P Small-Cap ETFFundMember$1,001 - $15,000
JPMorgan Emerging Markets Equity Fund Class LFundMember$15,001 - $50,000
JPMorgan U.S. Equity Fund Class R5FundMember$100,001 - $250,000
MFS Institutional International Equity FundFundMember$50,001 - $100,000
Principal MidCap Fund Institutional ClassFundMember$15,001 - $50,000
Vanguard Short-Term Tax-Exempt Fund Class AdmiralFundMemberNone (or less than $1,001)
Vanguard Long-Term Tax-Exempt Fund Admiral SharesFundMember$50,001 - $100,000
Vanguard Intermediate-Term Tax-Exempt Fund AdmiralFundMember$100,001 - $250,000
Chemeketa CLG-ABondMember$15,001 - $50,000
Oregon St For Previous Issues GO BdsBondMember$50,001 - $100,000
Tri-Co Metro Transp-ABondMember$15,001 - $50,000
Principal Spectrum Preferred and Capital SecuritieFundMember$15,001 - $50,000
Lord Abbett Short Duration High Yield Municipal BoFundMember$15,001 - $50,000
Nuveen Short Duration High Yield Municipal Bond FuFundMemberNone (or less than $1,001)
Transamerica Enhanced Municipal Fund CL IFundMemberNone (or less than $1,001)
iShares Global Clean Energy ETFFundMember$15,001 - $50,000
GLDSPDR Gold SharesFundMember$1,001 - $15,000
Stone Ridge High Yield Reinsurance Risk Premium FuFundMember$1,001 - $15,000
BlackRock Global Long/Short Credit Fund InstitutioFundMember$1,001 - $15,000
Artisan International Small-Mid Fund InstitutionalFundMember$15,001 - $50,000
ARK Innovation ETFFundDependent$1,001 - $15,000
AI Powered Equity ETFFundDependent$15,001 - $50,000
Fidelity Diversified International FundFundDependent$1,001 - $15,000
Invesco QQQ TrustFundDependent$1,001 - $15,000
iShares U.S. Real Estate ETFFundDependent$1,001 - $15,000
JPMorgan Equity Premium Income ETFFundDependent$1,001 - $15,000
NVDANVIDIA CorporationStockDependent$1,001 - $15,000
WDAYWorkday, Inc.StockDependent$1,001 - $15,000
DISThe Walt Disney CompanyStockDependent$1,001 - $15,000
ProShares Online Retail ETFFundDependent$15,001 - $50,000
First Republic Bank - Dependent #1OtherDependentNone (or less than $1,001)
ARK Innovation ETFFundDependent$1,001 - $15,000
AI Powered Equity ETFFundDependent$15,001 - $50,000
Fidelity Diversified International FundFundDependent$1,001 - $15,000
Invesco QQQ TrustFundDependent$1,001 - $15,000
iShares U.S. Real Estate ETFFundDependent$1,001 - $15,000
JPMorgan Equity Premium Income ETFFundDependent$1,001 - $15,000
NVDANVIDIA CorporationStockDependent$1,001 - $15,000
WDAYWorkday, Inc.StockDependent$1,001 - $15,000
DISThe Walt Disney CompanyStockDependent$1,001 - $15,000
ProShares Online Retail ETFFundDependent$15,001 - $50,000
First Republic Bank - Dependent #2OtherDependentNone (or less than $1,001)
ARK Innovation ETFFundDependent$1,001 - $15,000
AI Powered Equity ETFFundDependent$15,001 - $50,000
Fidelity Diversified International FundFundDependent$1,001 - $15,000
Invesco QQQ TrustFundDependent$1,001 - $15,000
iShares U.S. Real Estate ETFFundDependent$1,001 - $15,000
JPMorgan Equity Premium Income ETFFundDependent$1,001 - $15,000
NVDANVIDIA CorporationStockDependent$1,001 - $15,000
WDAYWorkday, Inc.StockDependent$1,001 - $15,000
DISThe Walt Disney CompanyStockDependent$1,001 - $15,000
ProShares Online Retail ETFFundDependent$15,001 - $50,000
First Republic Bank - Dependent #3OtherDependentNone (or less than $1,001)

How reports are read: holdings methodology.