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.
| Disclosed | Traded | Days | Owner | Asset | Type | Amount range (as filed) | Source |
|---|---|---|---|---|---|---|---|
| 2026-08-08 | 2025-04-30 | 465 ·>45 | Spouse | BERY - Berry Global Group, Inc. (Exchanged) Amcor plc Ordinary Shares (Received) | Exchange | $100,001 - $250,000 | eFD → |
| 2025-07-02 | 2025-06-03 | 29 | Spouse | PFEPfizer, Inc. Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2025-02-21 | 2025-02-10 | 11 | Spouse | LLYEli Lilly and Company Common Stock | Sale (full) | $50,001 - $100,000 | eFD → |
| 2025-02-21 | 2025-02-06 | 15 | Spouse | SOLVSolventum Corporation | Sale (full) | $1,001 - $15,000 | eFD → |
| 2025-02-21 | 2025-02-06 | 15 | Spouse | iRobot Corporation - Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2025-02-21 | 2025-01-22 | 30 | Spouse | LLYEli Lilly and Company Common Stock | Purchase | $50,001 - $100,000 | eFD → |
| 2024-04-12 | 2024-03-27 | 16 | Spouse | UPSUnited Parcel Service, Inc. Common Stock | Sale (full) | $100,001 - $250,000 | eFD → |
| 2023-05-15 | 2022-11-11 | 185 ·>45 | Spouse | STXSeagate Technology Holdings PLC - Ordinary Shares | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2022-12-11 | 2022-11-11 | 30 | Spouse | DISWalt Disney Company (The) Common Stock | Sale (partial) | $50,001 - $100,000 | eFD → |
| 2022-12-11 | 2022-11-11 | 30 | Spouse | MTCHMatch Group, Inc. - Common Stock | Sale (full) | $15,001 - $50,000 | eFD → |
| 2022-12-11 | 2022-11-11 | 30 | Spouse | JTKWY - Just Eat Takeaway.com NV - ADR | Sale (full) | $1,001 - $15,000 | eFD → |
| 2022-12-11 | 2022-11-11 | 30 | Spouse | Coupa Software Incorporated - Common Stock | Sale (full) | $15,001 - $50,000 | eFD → |
| 2022-12-11 | 2022-11-11 | 30 | Spouse | METAMeta Platforms, Inc. - Class A Common Stock | Sale (full) | $50,001 - $100,000 | eFD → |
| 2022-12-11 | 2022-11-11 | 30 | Spouse | MMM3M Company Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2022-12-11 | 2022-11-11 | 30 | Spouse | STXSeagate Technology Holdings PLC - Ordinary Shares | Sale (full) | $15,001 - $50,000 | eFD → |
| 2022-12-11 | 2022-11-11 | 30 | Spouse | PYPLPayPal Holdings, Inc. - Common Stock | Sale (full) | $100,001 - $250,000 | eFD → |
| 2022-12-11 | 2022-11-11 | 30 | Spouse | BALLBall Corporation Common Stock | Sale (full) | $15,001 - $50,000 | eFD → |
| 2022-12-11 | 2022-11-11 | 30 | Spouse | iRobot Corporation - Common Stock | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2022-12-11 | 2022-11-11 | 30 | Spouse | FDXFedEx Corporation Common Stock | Sale (full) | $50,001 - $100,000 | eFD → |
| 2022-12-11 | 2022-11-11 | 30 | Spouse | NFLXNetflix, Inc. - Common Stock | Sale (full) | $50,001 - $100,000 | eFD → |
| 2022-12-11 | 2022-11-11 | 30 | Spouse | WDAYWorkday, Inc. - Class A Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2022-12-11 | 2022-11-11 | 30 | Spouse | XYZBlock, Inc. Class A Common Stock, | Sale (full) | $15,001 - $50,000 | eFD → |
| 2022-03-23 | 2022-02-24 | 27 | Spouse | AAPLApple Inc. - Common Stock | Sale (partial) | $50,001 - $100,000 | eFD → |
| 2022-03-23 | 2022-02-24 | 27 | Spouse | AAPLApple Inc. - Common Stock | Purchase | $50,001 - $100,000 | eFD → |
| 2021-07-12 | 2021-05-07 | 66 ·>45 | Spouse | New York NY City Transitional Fin Rate/Coupon: 5.0% Matures: 02/01/2022 | Sale (full) | $15,001 - $50,000 | eFD → |
| 2021-07-12 | 2020-11-16 | 238 ·>45 | Spouse | Metropolitan Transn Auth NY Rev Ser D Rate/Coupon: 4.5% Matures: 11/15/2026 | Sale (full) | $15,001 - $50,000 | eFD → |
| 2021-07-12 | 2020-05-11 | 427 ·>45 | Spouse | Metropolitan Transn Auth NY Rev Ser D Rate/Coupon: 4.5% Matures: 11/15/2026 | Purchase | $50,001 - $100,000 | eFD → |
| 2021-07-12 | 2020-05-11 | 427 ·>45 | Spouse | Triborough Brdg & Tuni Auth NY Revs Rate/Coupon: 5.0% Matures: 01/01/2021 | Purchase | $50,001 - $100,000 | eFD → |
| 2021-07-12 | 2020-05-01 | 437 ·>45 | Spouse | Nassau Cnty NY Interim Fin Auth Ser A Rate/Coupon: 5.0% Matures: 11/15/2021 | Purchase | $15,001 - $50,000 | eFD → |
| 2021-07-12 | 2020-03-31 | 468 ·>45 | Spouse | Westchester Cnty NY GO Ref BDS Ser Rate/Coupon: 5.0% Matures: 01/15/2021 | Purchase | $50,001 - $100,000 | eFD → |
| 2021-07-12 | 2020-03-30 | 469 ·>45 | Spouse | New York NY City Transitional Fin Rate/Coupon: 5.0% Matures: 02/01/2021 | Purchase | $100,001 - $250,000 | eFD → |
| 2021-07-12 | 2020-03-26 | 473 ·>45 | Spouse | New York NY GO BDS Ser Fiscal 2013 C-A Rate/Coupon: 5.0% Matures: 08/01/2020 | Purchase | $50,001 - $100,000 | eFD → |
| 2021-07-12 | 2020-03-25 | 474 ·>45 | Spouse | Roslyn NY UN Free Sch Dist GTD EBD Rate/Coupon: 4.0% Matures: 10/15/2021 | Purchase | $15,001 - $50,000 | eFD → |
| 2021-07-12 | 2020-03-25 | 474 ·>45 | Spouse | Manhasset NY UN Free Sch Dist Ref Rate/Coupon: 5.0% Matures: 09/15/2021 | Purchase | $50,001 - $100,000 | eFD → |
| 2021-07-12 | 2020-03-25 | 474 ·>45 | Spouse | Tuxedo Park NY Pub Impt BDS Ser Rate/Coupon: 3.0% Matures: 08/01/2020 | Purchase | $15,001 - $50,000 | eFD → |
| 2021-07-12 | 2020-03-25 | 474 ·>45 | Spouse | Nassau Cnty NY Gen Impt BDS LT Ser B Rate/Coupon: 5.0% Matures: 04/01/2021 | Purchase | $15,001 - $50,000 | eFD → |
| 2021-07-12 | 2020-03-03 | 496 ·>45 | Spouse | Buffalo NY BD Antic NTS 2019 LT Rate/Coupon: 3.0% Matures: 04/29/2020 | Purchase | $250,001 - $500,000 | eFD → |
| 2021-07-12 | 2020-03-03 | 496 ·>45 | Spouse | New York NY GO BDS Ser 2011 B Rate/Coupon: 5.0% Matures: 08/01/2020 | Purchase | $15,001 - $50,000 | eFD → |
| 2021-04-30 | 2021-04-16 | 14 | Spouse | KLACKLA Corporation | Sale (full) | $50,001 - $100,000 | eFD → |
| 2021-04-30 | 2021-04-16 | 14 | Spouse | AMATApplied Materials, Inc. | Sale (full) | $50,001 - $100,000 | eFD → |
| 2021-04-30 | 2021-04-01 | 29 | Spouse | MTCHMatch Group, Inc. | Purchase | $15,001 - $50,000 | eFD → |
| 2021-04-09 | 2021-04-06 | 3 | Dependent | KLACKLA Corporation | Sale (full) | $1,001 - $15,000 | eFD → |
| 2021-04-09 | 2021-04-06 | 3 | Spouse | AVGOBroadcom Inc. | Sale (full) | $100,001 - $250,000 | eFD → |
| 2021-04-09 | 2021-04-06 | 3 | Spouse | KLACKLA Corporation | Sale (partial) | $100,001 - $250,000 | eFD → |
| 2021-04-09 | 2021-04-06 | 3 | Spouse | AMATApplied Materials, Inc. | Sale (partial) | $100,001 - $250,000 | eFD → |
| 2021-04-09 | 2021-04-06 | 3 | Spouse | STZConstellation Brands, Inc. | Sale (full) | $100,001 - $250,000 | eFD → |
| 2021-04-09 | 2021-04-06 | 3 | Dependent | KLACKLA Corporation | Sale (full) | $1,001 - $15,000 | eFD → |
| 2021-04-09 | 2021-04-06 | 3 | Spouse | INTCIntel Corporation | Sale (full) | $15,001 - $50,000 | eFD → |
| 2021-04-09 | 2021-04-06 | 3 | Dependent | KLACKLA Corporation | Sale (full) | $1,001 - $15,000 | eFD → |
| 2021-04-02 | 2021-03-30 | 3 | Spouse | AVGOBroadcom Inc. | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2021-04-02 | 2021-03-05 | 28 | Spouse | STXSeagate Technology plc | Purchase | $1,001 - $15,000 | eFD → |
| 2021-04-02 | 2021-03-04 | 29 | Spouse | AVGOBroadcom Inc. | Purchase | $1,001 - $15,000 | eFD → |
| 2021-04-02 | 2021-03-04 | 29 | Spouse | STXSeagate Technology plc | Purchase | $1,001 - $15,000 | eFD → |
| 2021-03-23 | 2021-02-26 | 25 | Spouse | KLACKLA Corporation | Purchase | $1,001 - $15,000 | eFD → |
| 2021-03-23 | 2021-02-26 | 25 | Spouse | STXSeagate Technology plc | Purchase | $1,001 - $15,000 | eFD → |
| 2021-03-23 | 2021-02-26 | 25 | Spouse | AMATApplied Materials, Inc. | Purchase | $1,001 - $15,000 | eFD → |
| 2021-02-18 | 2021-01-27 | 22 | Dependent | AAPLApple Inc. | Purchase | $1,001 - $15,000 | eFD → |
| 2021-02-18 | 2021-01-27 | 22 | Dependent | KLACKLA Corporation | Purchase | $1,001 - $15,000 | eFD → |
| 2021-02-18 | 2021-01-27 | 22 | Dependent | AAPLApple Inc. | Purchase | $1,001 - $15,000 | eFD → |
| 2021-02-18 | 2021-01-27 | 22 | Dependent | KLACKLA Corporation | Purchase | $1,001 - $15,000 | eFD → |
| 2021-02-18 | 2021-01-27 | 22 | Dependent | DISThe Walt Disney Company | Purchase | $1,001 - $15,000 | eFD → |
| 2021-02-18 | 2021-01-27 | 22 | Dependent | DISThe Walt Disney Company | Purchase | $1,001 - $15,000 | eFD → |
| 2021-02-18 | 2021-01-27 | 22 | Dependent | KLACKLA Corporation | Purchase | $1,001 - $15,000 | eFD → |
| 2021-02-18 | 2021-01-27 | 22 | Dependent | AAPLApple Inc. | Purchase | $1,001 - $15,000 | eFD → |
| 2021-02-18 | 2021-01-27 | 22 | Dependent | DISThe Walt Disney Company | Purchase | $1,001 - $15,000 | eFD → |
| 2021-02-18 | 2021-01-20 | 29 | Dependent | AAPLApple Inc. | Purchase | $1,001 - $15,000 | eFD → |
| 2021-02-18 | 2021-01-20 | 29 | Dependent | AAPLApple Inc. | Purchase | $1,001 - $15,000 | eFD → |
| 2021-02-18 | 2021-01-20 | 29 | Dependent | AAPLApple Inc. | Purchase | $1,001 - $15,000 | eFD → |
| 2020-12-04 | 2020-11-10 | 24 | Spouse | BYNDBeyond Meat, Inc. | Sale (full) | $50,001 - $100,000 | eFD → |
| 2020-11-16 | 2020-10-16 | 31 | Dependent | NVDANVIDIA Corporation | Purchase | $1,001 - $15,000 | eFD → |
| 2020-11-16 | 2020-10-16 | 31 | Dependent | NVDANVIDIA Corporation | Purchase | $1,001 - $15,000 | eFD → |
| 2020-11-16 | 2020-10-16 | 31 | Dependent | WDAYWorkday, Inc. | Purchase | $1,001 - $15,000 | eFD → |
| 2020-11-16 | 2020-10-16 | 31 | Dependent | WDAYWorkday, Inc. | Purchase | $1,001 - $15,000 | eFD → |
| 2020-11-16 | 2020-10-16 | 31 | Dependent | WDAYWorkday, Inc. | Purchase | $1,001 - $15,000 | eFD → |
| 2020-11-16 | 2020-10-16 | 31 | Dependent | NVDANVIDIA Corporation | Purchase | $1,001 - $15,000 | eFD → |
| 2020-10-09 | 2020-09-23 | 16 | Dependent | NFLXNetflix, Inc. | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-10-09 | 2020-09-14 | 25 | Dependent | NFLXNetflix, Inc. | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-10-09 | 2020-09-14 | 25 | Dependent | NFLXNetflix, Inc. | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-09-24 | 2020-09-02 | 22 | Spouse | WWayfair Inc. | Sale (full) | $50,001 - $100,000 | eFD → |
| 2020-09-24 | 2020-09-02 | 22 | Spouse | AAPLApple Inc. | Purchase | $50,001 - $100,000 | eFD → |
| 2020-09-24 | 2020-09-01 | 23 | Spouse | AMZNAmazon.com, Inc. | Purchase | $15,001 - $50,000 | eFD → |
| 2020-09-24 | 2020-08-27 | 28 | Spouse | American Woodmark Corporation | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-09-24 | 2020-08-27 | 28 | Spouse | AAPLApple Inc. | Purchase | $50,001 - $100,000 | eFD → |
| 2020-09-24 | 2020-08-26 | 29 | Spouse | iRobot Corporation | Purchase | $1,001 - $15,000 | eFD → |
| 2020-09-24 | 2020-08-25 | 30 | Spouse | FDXFedEx Corporation | Purchase | $15,001 - $50,000 | eFD → |
| 2020-09-24 | 2020-08-25 | 30 | Spouse | UPSUnited Parcel Service, Inc. | Purchase | $50,001 - $100,000 | eFD → |
| 2020-09-24 | 2020-08-24 | 31 | Spouse | CLXThe Clorox Company | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-09-24 | 2020-08-24 | 31 | Spouse | KRThe Kroger Co. | Sale (full) | $50,001 - $100,000 | eFD → |
| 2020-09-24 | 2020-08-24 | 31 | Spouse | XYZSquare, Inc. | Purchase | $15,001 - $50,000 | eFD → |
| 2020-09-24 | 2020-08-24 | 31 | Spouse | WWayfair Inc. | Purchase | $50,001 - $100,000 | eFD → |
| 2020-09-24 | 2020-08-24 | 31 | Spouse | American Woodmark Corporation | Purchase | $1,001 - $15,000 | eFD → |
| 2020-08-29 | 2020-08-21 | 8 | Spouse | XOMExxon Mobil Corporation | Sale (full) | $15,001 - $50,000 | eFD → |
| 2020-08-29 | 2020-08-21 | 8 | Spouse | XYZSquare, Inc. | Purchase | $15,001 - $50,000 | eFD → |
| 2020-08-29 | 2020-08-21 | 8 | Spouse | FDXFedEx Corporation | Purchase | $15,001 - $50,000 | eFD → |
| 2020-08-29 | 2020-08-21 | 8 | Spouse | NVDANVIDIA Corporation | Purchase | $50,001 - $100,000 | eFD → |
| 2020-08-29 | 2020-08-21 | 8 | Spouse | UPSUnited Parcel Service, Inc. | Purchase | $50,001 - $100,000 | eFD → |
| 2020-08-29 | 2020-08-21 | 8 | Spouse | TAT&T Inc. | Sale (full) | $50,001 - $100,000 | eFD → |
| 2020-08-29 | 2020-08-20 | 9 | Dependent | NFLXNetflix, Inc. | Purchase | $1,001 - $15,000 | eFD → |
| 2020-08-29 | 2020-08-20 | 9 | Dependent | NFLXNetflix, Inc. | Purchase | $1,001 - $15,000 | eFD → |
| 2020-08-29 | 2020-08-20 | 9 | Dependent | NFLXNetflix, Inc. | Purchase | $1,001 - $15,000 | eFD → |
| 2020-08-29 | 2020-08-19 | 10 | Spouse | KRThe Kroger Co. | Purchase | $15,001 - $50,000 | eFD → |
| 2020-08-29 | 2020-08-19 | 10 | Spouse | UPSUnited Parcel Service, Inc. | Purchase | $50,001 - $100,000 | eFD → |
| 2020-08-29 | 2020-08-19 | 10 | Spouse | NVDANVIDIA Corporation | Purchase | $15,001 - $50,000 | eFD → |
| 2020-08-29 | 2020-08-19 | 10 | Spouse | FDXFedEx Corporation | Purchase | $15,001 - $50,000 | eFD → |
| 2020-08-29 | 2020-08-18 | 11 | Spouse | LOWLowe's Companies, Inc. | Purchase | $15,001 - $50,000 | eFD → |
| 2020-08-29 | 2020-08-18 | 11 | Spouse | DHID.R. Horton, Inc. | Purchase | $15,001 - $50,000 | eFD → |
| 2020-08-29 | 2020-08-17 | 12 | Spouse | UPSUnited Parcel Service, Inc. | Purchase | $50,001 - $100,000 | eFD → |
| 2020-08-29 | 2020-08-14 | 15 | Spouse | UPSUnited Parcel Service, Inc. | Purchase | $15,001 - $50,000 | eFD → |
| 2020-08-29 | 2020-08-14 | 15 | Spouse | FDXFedEx Corporation | Purchase | $15,001 - $50,000 | eFD → |
| 2020-08-29 | 2020-08-14 | 15 | Spouse | PSAPublic Storage | Purchase | $15,001 - $50,000 | eFD → |
| 2020-08-29 | 2020-08-11 | 18 | Spouse | DHID.R. Horton, Inc. | Purchase | $50,001 - $100,000 | eFD → |
| 2020-08-29 | 2020-08-11 | 18 | Spouse | FFord Motor Company | Purchase | $15,001 - $50,000 | eFD → |
| 2020-08-29 | 2020-08-07 | 22 | Spouse | AAPLApple Inc. | Purchase | $50,001 - $100,000 | eFD → |
| 2020-08-29 | 2020-08-05 | 24 | Spouse | Coupa Software Incorporated | Purchase | $15,001 - $50,000 | eFD → |
| 2020-08-29 | 2020-08-05 | 24 | Spouse | PSAPublic Storage | Purchase | $15,001 - $50,000 | eFD → |
| 2020-08-29 | 2020-08-05 | 24 | Spouse | BYNDBeyond Meat, Inc. | Purchase | $15,001 - $50,000 | eFD → |
| 2020-08-29 | 2020-08-05 | 24 | Spouse | CLXThe Clorox Company | Purchase | $1,001 - $15,000 | eFD → |
| 2020-08-29 | 2020-08-05 | 24 | Spouse | KRThe Kroger Co. | Purchase | $1,001 - $15,000 | eFD → |
| 2020-08-29 | 2020-08-05 | 24 | Spouse | DHID.R. Horton, Inc. | Purchase | $1,001 - $15,000 | eFD → |
| 2020-08-29 | 2020-08-05 | 24 | Spouse | WDAYWorkday, Inc. | Purchase | $1,001 - $15,000 | eFD → |
| 2020-08-29 | 2020-08-04 | 25 | Spouse | DISThe Walt Disney Company | Purchase | $15,001 - $50,000 | eFD → |
| 2020-08-29 | 2020-08-04 | 25 | Spouse | KLACKLA Corporation | Purchase | $15,001 - $50,000 | eFD → |
| 2020-08-29 | 2020-08-04 | 25 | Spouse | KRThe Kroger Co. | Purchase | $1,001 - $15,000 | eFD → |
| 2020-08-29 | 2020-08-04 | 25 | Spouse | MTCHMatch Group, Inc. | Purchase | $1,001 - $15,000 | eFD → |
| 2020-08-29 | 2020-08-04 | 25 | Spouse | PSAPublic Storage | Purchase | $50,001 - $100,000 | eFD → |
| 2020-08-29 | 2020-08-03 | 26 | Spouse | INTCIntel Corporation | Sale (full) | $15,001 - $50,000 | eFD → |
| 2020-08-29 | 2020-08-03 | 26 | Spouse | VACMarriott Vacations Worldwide Corporation | Sale (full) | $15,001 - $50,000 | eFD → |
| 2020-08-29 | 2020-08-03 | 26 | Spouse | MARMarriott International, Inc. | Sale (full) | $100,001 - $250,000 | eFD → |
| 2020-08-29 | 2020-07-31 | 29 | Spouse | MSFTMicrosoft Corporation | Purchase | $50,001 - $100,000 | eFD → |
| 2020-08-29 | 2020-07-30 | 30 | Spouse | OSKOshkosh Corporation | Purchase | $15,001 - $50,000 | eFD → |
| 2020-08-29 | 2020-07-30 | 30 | Spouse | BYNDBeyond Meat, Inc. | Purchase | $15,001 - $50,000 | eFD → |
| 2020-08-29 | 2020-07-30 | 30 | Spouse | NVDANVIDIA Corporation | Purchase | $50,001 - $100,000 | eFD → |
| 2020-07-31 | 2020-07-28 | 3 | Spouse | DHID.R. Horton, Inc. | Purchase | $15,001 - $50,000 | eFD → |
| 2020-07-31 | 2020-07-27 | 4 | Spouse | NVDANVIDIA Corporation | Purchase | $15,001 - $50,000 | eFD → |
| 2020-07-31 | 2020-07-27 | 4 | Spouse | GOOGAlphabet Inc. | Purchase | $15,001 - $50,000 | eFD → |
| 2020-07-31 | 2020-07-27 | 4 | Spouse | METAFacebook, Inc. | Purchase | $15,001 - $50,000 | eFD → |
| 2020-07-31 | 2020-07-27 | 4 | Spouse | iRobot Corporation | Purchase | $15,001 - $50,000 | eFD → |
| 2020-07-31 | 2020-07-23 | 8 | Spouse | MSFTMicrosoft Corporation | Purchase | $100,001 - $250,000 | eFD → |
| 2020-07-31 | 2020-07-20 | 11 | Spouse | OSKOshkosh Corporation | Purchase | $15,001 - $50,000 | eFD → |
| 2020-07-31 | 2020-07-20 | 11 | Spouse | AAPLApple Inc. | Purchase | $15,001 - $50,000 | eFD → |
| 2020-07-31 | 2020-07-15 | 16 | Spouse | AAPLApple Inc. | Purchase | $15,001 - $50,000 | eFD → |
| 2020-07-31 | 2020-07-13 | 18 | Spouse | COSTCostco Wholesale Corporation | Purchase | $15,001 - $50,000 | eFD → |
| 2020-07-31 | 2020-07-13 | 18 | Spouse | OSKOshkosh Corporation | Purchase | $50,001 - $100,000 | eFD → |
| 2020-07-31 | 2020-07-13 | 18 | Spouse | CATCaterpillar Inc. | Sale (full) | $50,001 - $100,000 | eFD → |
| 2020-07-31 | 2020-07-13 | 18 | Spouse | AAPLApple Inc. | Purchase | $15,001 - $50,000 | eFD → |
| 2020-07-31 | 2020-07-13 | 18 | Spouse | FFord Motor Company | Purchase | $1,001 - $15,000 | eFD → |
| 2020-07-31 | 2020-07-07 | 24 | Spouse | TRIPTripAdvisor, Inc. | Sale (full) | $50,001 - $100,000 | eFD → |
| 2020-07-31 | 2020-07-06 | 25 | Spouse | AMZNAmazon.com, Inc. | Purchase | $15,001 - $50,000 | eFD → |
| 2020-07-31 | 2020-07-06 | 25 | Spouse | AAPLApple Inc. | Purchase | $50,001 - $100,000 | eFD → |
| 2020-07-31 | 2020-07-06 | 25 | Spouse | MSFTMicrosoft Corporation | Purchase | $15,001 - $50,000 | eFD → |
| 2020-07-31 | 2020-07-06 | 25 | Spouse | KLACKLA Corporation | Purchase | $15,001 - $50,000 | eFD → |
| 2020-07-31 | 2020-07-06 | 25 | Spouse | STXSeagate Technology plc | Purchase | $50,001 - $100,000 | eFD → |
| 2020-07-31 | 2020-07-06 | 25 | Spouse | NVDANVIDIA Corporation | Purchase | $15,001 - $50,000 | eFD → |
| 2020-07-31 | 2020-07-02 | 29 | Spouse | STXSeagate Technology plc | Purchase | $15,001 - $50,000 | eFD → |
| 2020-07-31 | 2020-07-02 | 29 | Spouse | AMZNAmazon.com, Inc. | Purchase | $15,001 - $50,000 | eFD → |
| 2020-07-31 | 2019-12-24 | 220 ·>45 | Spouse | Metropolitan Transn Auth NY Rev Transn Rev Ser C Rate/Coupon: 5.0% Matures: 05/15/2020 | Purchase | $100,001 - $250,000 | eFD → |
| 2020-07-31 | 2019-12-18 | 226 ·>45 | Spouse | Metropolitan Transn Auth NY Rev Transn BDS C-1 Rate/Coupon: 5.0% Matures: 09/01/2020 | Purchase | $50,001 - $100,000 | eFD → |
| 2020-07-31 | 2019-12-13 | 231 ·>45 | Spouse | Suffolk Cnty NY Rev Antic Nts 2019 Rate/Coupon: 2.0% Matures: 03/20/2020 | Purchase | $50,001 - $100,000 | eFD → |
| 2020-07-31 | 2019-12-13 | 231 ·>45 | Spouse | Metropolitan Transn Auth NY Rev Bds Ser C Rate/Coupon: 5.0% Matures: 11/15/2020 | Purchase | $15,001 - $50,000 | eFD → |
| 2020-07-31 | 2019-12-11 | 233 ·>45 | Spouse | Metropolitan Transn Auth NY Rev Bds Ser C Rate/Coupon: 5.0% Matures: 11/15/2020 | Purchase | $15,001 - $50,000 | eFD → |
| 2020-07-31 | 2019-12-11 | 233 ·>45 | Spouse | Metropolitan Transn Auth NY Rev Bd Antic Nts B Rate/Coupon: 5.0% Matures: 05/15/2020 | Purchase | $100,001 - $250,000 | eFD → |
| 2020-07-02 | 2020-06-30 | 2 | Spouse | AMZNAmazon.com, Inc. | Purchase | $15,001 - $50,000 | eFD → |
| 2020-07-02 | 2020-06-26 | 6 | Spouse | AMZNAmazon.com, Inc. | Purchase | $15,001 - $50,000 | eFD → |
| 2020-07-02 | 2020-06-26 | 6 | Spouse | MSFTMicrosoft Corporation | Purchase | $15,001 - $50,000 | eFD → |
| 2020-07-02 | 2020-06-26 | 6 | Spouse | AAPLApple Inc. | Purchase | $15,001 - $50,000 | eFD → |
| 2020-07-02 | 2020-06-26 | 6 | Spouse | NVDANVIDIA Corporation | Purchase | $15,001 - $50,000 | eFD → |
| 2020-07-02 | 2020-06-26 | 6 | Spouse | NFLXNetflix, Inc. | Purchase | $15,001 - $50,000 | eFD → |
| 2020-07-02 | 2020-06-24 | 8 | Spouse | NVDANVIDIA Corporation | Purchase | $15,001 - $50,000 | eFD → |
| 2020-07-02 | 2020-06-24 | 8 | Spouse | PYPLPayPal Holdings, Inc. | Purchase | $15,001 - $50,000 | eFD → |
| 2020-07-02 | 2020-06-24 | 8 | Spouse | COSTCostco Wholesale Corporation | Purchase | $15,001 - $50,000 | eFD → |
| 2020-07-02 | 2020-06-24 | 8 | Spouse | METAFacebook, Inc. | Purchase | $15,001 - $50,000 | eFD → |
| 2020-07-02 | 2020-06-24 | 8 | Spouse | DISThe Walt Disney Company | Purchase | $50,001 - $100,000 | eFD → |
| 2020-07-02 | 2020-06-24 | 8 | Spouse | Coupa Software Incorporated | Purchase | $50,001 - $100,000 | eFD → |
| 2020-07-02 | 2020-06-24 | 8 | Spouse | iRobot Corporation | Purchase | $15,001 - $50,000 | eFD → |
| 2020-07-02 | 2020-06-24 | 8 | Spouse | AAPLApple Inc. | Purchase | $15,001 - $50,000 | eFD → |
| 2020-07-02 | 2020-06-24 | 8 | Spouse | MSFTMicrosoft Corporation | Purchase | $15,001 - $50,000 | eFD → |
| 2020-07-02 | 2020-06-24 | 8 | Spouse | GOOGAlphabet Inc. | Purchase | $15,001 - $50,000 | eFD → |
| 2020-07-02 | 2020-06-23 | 9 | Spouse | AVGOBroadcom Inc. | Purchase | $15,001 - $50,000 | eFD → |
| 2020-07-02 | 2020-06-23 | 9 | Spouse | Coupa Software Incorporated | Purchase | $15,001 - $50,000 | eFD → |
| 2020-07-02 | 2020-06-23 | 9 | Spouse | AAPLApple Inc. | Purchase | $50,001 - $100,000 | eFD → |
| 2020-07-02 | 2020-06-23 | 9 | Spouse | MMM3M Company | Purchase | $50,001 - $100,000 | eFD → |
| 2020-07-02 | 2020-06-23 | 9 | Spouse | AMATApplied Materials, Inc. | Purchase | $15,001 - $50,000 | eFD → |
| 2020-07-02 | 2020-06-23 | 9 | Spouse | MSFTMicrosoft Corporation | Purchase | $15,001 - $50,000 | eFD → |
| 2020-07-02 | 2020-06-17 | 15 | Spouse | INTCIntel Corporation | Purchase | $15,001 - $50,000 | eFD → |
| 2020-07-02 | 2020-06-17 | 15 | Spouse | KLACKLA Corporation | Purchase | $15,001 - $50,000 | eFD → |
| 2020-07-02 | 2020-06-17 | 15 | Spouse | MSFTMicrosoft Corporation | Purchase | $15,001 - $50,000 | eFD → |
| 2020-07-02 | 2020-06-17 | 15 | Spouse | AMATApplied Materials, Inc. | Purchase | $15,001 - $50,000 | eFD → |
| 2020-07-02 | 2020-06-17 | 15 | Spouse | Coupa Software Incorporated | Purchase | $15,001 - $50,000 | eFD → |
| 2020-07-02 | 2020-06-12 | 20 | Spouse | DISThe Walt Disney Company | Purchase | $50,001 - $100,000 | eFD → |
| 2020-07-02 | 2020-06-12 | 20 | Dependent | DISThe Walt Disney Company | Purchase | $1,001 - $15,000 | eFD → |
| 2020-07-02 | 2020-06-12 | 20 | Dependent | DISThe Walt Disney Company | Purchase | $1,001 - $15,000 | eFD → |
| 2020-07-02 | 2020-06-12 | 20 | Dependent | DISThe Walt Disney Company | Purchase | $1,001 - $15,000 | eFD → |
| 2020-07-02 | 2020-06-12 | 20 | Spouse | NVDANVIDIA Corporation | Purchase | $50,001 - $100,000 | eFD → |
| 2020-07-02 | 2020-06-05 | 27 | Spouse | GOOGAlphabet Inc. | Purchase | $15,001 - $50,000 | eFD → |
| 2020-07-02 | 2020-06-05 | 27 | Spouse | CATCaterpillar Inc. | Purchase | $15,001 - $50,000 | eFD → |
| 2020-07-02 | 2020-06-05 | 27 | Spouse | METAFacebook, Inc. | Purchase | $15,001 - $50,000 | eFD → |
| 2020-07-02 | 2020-06-05 | 27 | Spouse | TRIPTripAdvisor, Inc. | Purchase | $50,001 - $100,000 | eFD → |
| 2020-07-02 | 2020-06-05 | 27 | Spouse | AMZNAmazon.com, Inc. | Purchase | $15,001 - $50,000 | eFD → |
| 2020-07-02 | 2020-06-05 | 27 | Spouse | MARMarriott International, Inc. | Purchase | $50,001 - $100,000 | eFD → |
| 2020-07-02 | 2020-06-05 | 27 | Spouse | VMCVulcan Materials Company | Purchase | $15,001 - $50,000 | eFD → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2024 report.
169 assets with a value on the report filed 2025-08-12, 39 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) |
|---|---|---|---|
| US Senate FCU | Other | Member | $50,001 - $100,000 |
| US Savings Bond Series I | Other | Member | $100,001 - $250,000 |
| US Senate FCU | Other | Member | $50,001 - $100,000 |
| Rights to the literary works of Peter Wyden | Other | Member | Unascertainable |
| TIAA/CREF | Other | Member | $15,001 - $50,000 |
| International Equity Index | Fund | Dependent | $50,001 - $100,000 |
| U.S. Equity Index | Fund | Dependent | $250,001 - $500,000 |
| International Equity Index | Fund | Dependent | $50,001 - $100,000 |
| U.S. Equity Index | Fund | Dependent | $250,001 - $500,000 |
| Strand Book Store Inc. (S-Corp) | Other | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| Bass Book Trading, Inc (S-corp) | Other | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| Bass Real Estate LLC | Other | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| Investment in Residential Property | Other | Spouse | $15,001 - $50,000 |
| Investment in Residential Properties | Other | Spouse | $50,001 - $100,000 |
| Investment in Residential Properties | Other | Spouse | $100,001 - $250,000 |
| Strand at Columbus Ave LLC | Other | Spouse | $500,001 - $1,000,000 |
| Fidelity Hereford Street Trust - Fidelity Governme | Fund | Spouse | $50,001 - $100,000 |
| Fidelity Diversified International Fund | Fund | Spouse | $100,001 - $250,000 |
| Invesco QQQ Trust | Fund | Spouse | $500,001 - $1,000,000 |
| iShares S&P Mid-Cap 400 Growth ETF | Fund | Spouse | $50,001 - $100,000 |
| STXSeagate Technology plc | Stock | Spouse | $100,001 - $250,000 |
| GOOGAlphabet Inc. | Stock | Spouse | $500,001 - $1,000,000 |
| AMZNAmazon.com, Inc. | Stock | Spouse | $500,001 - $1,000,000 |
| AAPLApple Inc. | Stock | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| Berry Global Group, Inc. | Stock | Spouse | $100,001 - $250,000 |
| CSCOCisco Systems, Inc. | Stock | Spouse | $15,001 - $50,000 |
| COSTCostco Wholesale Corporation | Stock | Spouse | $100,001 - $250,000 |
| DHID.R. Horton, Inc. | Stock | Spouse | $250,001 - $500,000 |
| DISThe Walt Disney Company | Stock | Spouse | $100,001 - $250,000 |
| DPZDomino's Pizza, Inc. | Stock | Spouse | $50,001 - $100,000 |
| FFord Motor Company | Stock | Spouse | $50,001 - $100,000 |
| iRobot Corporation | Stock | Spouse | $1,001 - $15,000 |
| LOWLowe's Companies, Inc. | Stock | Spouse | $15,001 - $50,000 |
| MCDMcDonald's Corporation | Stock | Spouse | $15,001 - $50,000 |
| MSFTMicrosoft Corporation | Stock | Spouse | $500,001 - $1,000,000 |
| NVDANVIDIA Corporation | Stock | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| OSKOshkosh Corporation | Stock | Spouse | $100,001 - $250,000 |
| QSRRestaurant Brands International Inc. | Stock | Spouse | $50,001 - $100,000 |
| SBUXStarbucks Corporation | Stock | Spouse | $15,001 - $50,000 |
| MMM3M Company | Stock | Spouse | $15,001 - $50,000 |
| UPSUnited Parcel Service, Inc. | Stock | Spouse | None (or less than $1,001) |
| VVisa Inc. | Stock | Spouse | $50,001 - $100,000 |
| VMCVulcan Materials Company | Stock | Spouse | $250,001 - $500,000 |
| PSAPublic Storage | Stock | Spouse | $100,001 - $250,000 |
| Sonicshares Global Shipping ETF | Fund | Spouse | $15,001 - $50,000 |
| FSNXX - Fidelity Money Market Premium CL | Fund | Spouse | $15,001 - $50,000 |
| Vanguard S&P 500 ETF | Fund | Spouse | $50,001 - $100,000 |
| Vanguard Information Tech ETF | Fund | Spouse | $50,001 - $100,000 |
| MAGNMagnera Corporation Common Stock | Stock | Spouse | $1,001 - $15,000 |
| SOLVSolventum Corporation Common Stock | Stock | Spouse | $1,001 - $15,000 |
| BlackRock Capital Appreciation Fund Investor A Sha | Fund | Spouse | $1,001 - $15,000 |
| JPMorgan Equity Premium Income ETF | Fund | Spouse | $15,001 - $50,000 |
| MDTMedtronic plc | Stock | Spouse | $1,001 - $15,000 |
| NVDANVIDIA Corporation | Stock | Spouse | $1,001 - $15,000 |
| PFEPfizer Inc. | Stock | Spouse | $1,001 - $15,000 |
| Global X Cybersecurity ETF | Fund | Spouse | $1,001 - $15,000 |
| Invesco QQQ Trust, Series 1 | Fund | Spouse | $15,001 - $50,000 |
| Vanguard Financials ETF | Fund | Spouse | $15,001 - $50,000 |
| Vanguard S&P 500 ETF | Fund | Spouse | $1,001 - $15,000 |
| JPMorgan Emerging Markets Equity Fund Class L | Fund | Member | None (or less than $1,001) |
| Jpmorgan U.S. Equity Fund Class L | Fund | Member | $100,001 - $250,000 |
| MFS Institutional International Equity Fund | Fund | Member | $15,001 - $50,000 |
| Principal MidCap Fund Institutional Class | Fund | Member | $15,001 - $50,000 |
| Vanguard Long-Term Tax-Exempt Fund Admiral Shares | Fund | Member | None (or less than $1,001) |
| Vanguard Intermediate-Term Tax-Exempt Fund Admiral | Fund | Member | None (or less than $1,001) |
| Oregon St For Previous Issues GO Bds | Bond | Member | $50,001 - $100,000 |
| Principal Spectrum Preferred and Capital Securitie | Fund | Member | None (or less than $1,001) |
| Lord Abbett Short Duration High Yield Municipal Bo | Fund | Member | None (or less than $1,001) |
| iShares Global Clean Energy ETF | Fund | Member | None (or less than $1,001) |
| Stone Ridge High Yield Reinsurance Risk Premium Fu | Fund | Member | $15,001 - $50,000 |
| Artisan International Small-Mid Fund Institutional | Fund | Member | $1,001 - $15,000 |
| Parametric Commodity Strategy Fund Institutional | Fund | Member | None (or less than $1,001) |
| Absolute Convertible Arbitrage Fund Investor Sha | Fund | Member | None (or less than $1,001) |
| Blackrock Systematic Multi-Strategy Fund Institu | Fund | Member | $15,001 - $50,000 |
| Neuberger Berman Long Short Fd Instl Cl | Fund | Member | $1,001 - $15,000 |
| T. Rowe Price Small-Cap Stock Fund - I Class | Fund | Member | None (or less than $1,001) |
| Vanguard Short-Term Treasury Fd Admiral Shs | Fund | Member | None (or less than $1,001) |
| iShares National Muni Bond ETF | Fund | Member | None (or less than $1,001) |
| GOFXX - Federated Hermes Government Obligation Fund | Fund | Member | $15,001 - $50,000 |
| Angel Oak Multi-Strategy Income Fd Inst Shs | Fund | Member | $1,001 - $15,000 |
| Artisan High Income Fund - Institutional Shares | Fund | Member | $1,001 - $15,000 |
| Columbia Intermediate Duration Municipal Bond Fu | Fund | Member | $50,001 - $100,000 |
| Dodge & Cox Emerging Markets Stock Fund | Fund | Member | $1,001 - $15,000 |
| Global X U.S. Infrastructure Development ETF | Fund | Member | $15,001 - $50,000 |
| Fidelity Emerging Markets Index Fund | Fund | Member | $15,001 - $50,000 |
| iShares MSCI Japan Index Fund | Fund | Member | $15,001 - $50,000 |
| Nyli Candriam Emerging Markets Equity Fund Class | Fund | Member | $1,001 - $15,000 |
| Nyli Mackay Tax Free Bond Fund Class R6 | Fund | Member | $15,001 - $50,000 |
| Nyli Mackay High Yield Muni Bond Fund Class R6 | Fund | Member | $1,001 - $15,000 |
| Segall Bryant & Hamill Small Cap Value Fund Inst | Fund | Member | $15,001 - $50,000 |
| SPDR Nuveen Bloomberg Municipal Bond ETF | Fund | Member | $15,001 - $50,000 |
| Vanguard Small-Cap Value Index Fd Admiral | Fund | Member | $15,001 - $50,000 |
| Vanguard Ultra-Short-Term Tax-Exempt Fund Admira | Fund | Member | $15,001 - $50,000 |
| ARK Innovation ETF | Fund | Dependent | None (or less than $1,001) |
| AI Powered Equity ETF | Fund | Dependent | $15,001 - $50,000 |
| Fidelity Diversified International Fund | Fund | Dependent | $1,001 - $15,000 |
| Invesco QQQ Trust | Fund | Dependent | $15,001 - $50,000 |
| iShares U.S. Real Estate ETF | Fund | Dependent | $1,001 - $15,000 |
| JPMorgan Equity Premium Income ETF | Fund | Dependent | $1,001 - $15,000 |
| NVDANVIDIA Corporation | Stock | Dependent | $15,001 - $50,000 |
| WDAYWorkday, Inc. | Stock | Dependent | $1,001 - $15,000 |
| DISThe Walt Disney Company | Stock | Dependent | $1,001 - $15,000 |
| ProShares Online Retail ETF | Fund | Dependent | None (or less than $1,001) |
| AAPLApple Inc. - Common Stock | Stock | Dependent | $15,001 - $50,000 |
| Vanguard Financials ETF | Fund | Dependent | $1,001 - $15,000 |
| SPAXX- Fidelity Government Money Market | Fund | Dependent | None (or less than $1,001) |
| Vanguard Total Stock Market ETF | Fund | Dependent | $1,001 - $15,000 |
| SPYSPDR S&P 500 | Fund | Dependent | $1,001 - $15,000 |
| Vanguard S&P 500 ETF | Fund | Dependent | $15,001 - $50,000 |
| Vanguard Information Tech ETF | Fund | Dependent | $15,001 - $50,000 |
| ARK Innovation ETF | Fund | Dependent | None (or less than $1,001) |
| AI Powered Equity ETF | Fund | Dependent | $15,001 - $50,000 |
| Fidelity Diversified International Fund | Fund | Dependent | $1,001 - $15,000 |
| Invesco QQQ Trust | Fund | Dependent | $15,001 - $50,000 |
| iShares U.S. Real Estate ETF | Fund | Dependent | $1,001 - $15,000 |
| JPMorgan Equity Premium Income ETF | Fund | Dependent | $1,001 - $15,000 |
| NVDANVIDIA Corporation | Stock | Dependent | $15,001 - $50,000 |
| WDAYWorkday, Inc. | Stock | Dependent | $1,001 - $15,000 |
| DISThe Walt Disney Company | Stock | Dependent | $1,001 - $15,000 |
| ProShares Online Retail ETF | Fund | Dependent | None (or less than $1,001) |
| AAPLApple Inc. - Common Stock | Stock | Dependent | $15,001 - $50,000 |
| Vanguard Financials ETF | Fund | Dependent | $1,001 - $15,000 |
| SPAXX - Fidelity Government Money Market | Fund | Dependent | None (or less than $1,001) |
| Vanguard Total Stock Market ETF | Fund | Dependent | $1,001 - $15,000 |
| SPYSPDR S&P 500 | Fund | Dependent | $1,001 - $15,000 |
| Vanguard S&P 500 ETF | Fund | Dependent | $15,001 - $50,000 |
| Vanguard Information Tech ETF | Fund | Dependent | $1,001 - $15,000 |
| ARK Innovation ETF | Fund | Dependent | None (or less than $1,001) |
| AI Powered Equity ETF | Fund | Dependent | $15,001 - $50,000 |
| Fidelity Diversified International Fund | Fund | Dependent | $1,001 - $15,000 |
| Invesco QQQ Trust | Fund | Dependent | $15,001 - $50,000 |
| iShares U.S. Real Estate ETF | Fund | Dependent | $1,001 - $15,000 |
| JPMorgan Equity Premium Income ETF | Fund | Dependent | $1,001 - $15,000 |
| NVDANVIDIA Corporation | Stock | Dependent | $15,001 - $50,000 |
| WDAYWorkday, Inc. | Stock | Dependent | $1,001 - $15,000 |
| DISThe Walt Disney Company | Stock | Dependent | $1,001 - $15,000 |
| ProShares Online Retail ETF | Fund | Dependent | None (or less than $1,001) |
| AAPLApple Inc. - Common Stock | Stock | Dependent | $15,001 - $50,000 |
| Vanguard Financials ETF | Fund | Dependent | $1,001 - $15,000 |
| SPAXX - Fidelity Government Money Market | Fund | Dependent | None (or less than $1,001) |
| Vanguard Total Stock Market ETF | Fund | Dependent | $1,001 - $15,000 |
| SPYSPDR S&P 500 | Fund | Dependent | $1,001 - $15,000 |
| Vanguard S&P 500 ETF | Fund | Dependent | $15,001 - $50,000 |
| Vanguard Information Tech ETF | Fund | Dependent | $15,001 - $50,000 |
| NOYACK Logistics Income REIT, Inc. | Other | Spouse | $50,001 - $100,000 |
| SPAXX - Fidelity Money Market | Fund | Spouse | $1,001 - $15,000 |
| Invesco QQQ Trust, Series 1 | Fund | Spouse | $100,001 - $250,000 |
| iShares U.S. Technology ETF | Fund | Spouse | $15,001 - $50,000 |
| Sonicshares Global Shipping ETF | Fund | Spouse | $1,001 - $15,000 |
| Vanguard Information Tech ETF | Fund | Spouse | $50,001 - $100,000 |
| FZDXX - Fidelity Money Market Premium Class | Fund | Spouse | None (or less than $1,001) |
| Vanguard S&P 500 ETF | Fund | Spouse | $1,001 - $15,000 |
| Residential Property | Other | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| Diversified U.S. Equity | Fund | Dependent | $1,001 - $15,000 |
| Invesco QQQ Trust, Series 1 | Fund | Dependent | $1,001 - $15,000 |
| Vanguard Information Tech ETF | Fund | Dependent | $1,001 - $15,000 |
| Vanguard S&P 500 ETF | Fund | Dependent | $1,001 - $15,000 |
| Small-Cap Stock Index Portfolio | Fund | Dependent | $100,001 - $250,000 |
| Growth Stock Index Portfolio | Fund | Dependent | $500,001 - $1,000,000 |
| Small-Cap Stock Index Portfolio | Fund | Dependent | $100,001 - $250,000 |
| Growth Stock Index Portfolio | Fund | Dependent | $250,001 - $500,000 |
| Small-Cap Stock Index Portfolio | Fund | Dependent | $100,001 - $250,000 |
| Growth Stock Index Portfolio | Fund | Dependent | $250,001 - $500,000 |
| Vanguard Information Tech ETF | Fund | Dependent | $1,001 - $15,000 |
| Vanguard S&P 500 ETF | Fund | Dependent | $1,001 - $15,000 |
| Investment in Residential Properties | Other | Spouse | $500,001 - $1,000,000 |
| Morgan Stanley Bank N.A. | Other | Spouse | $15,001 - $50,000 |
| Residential Property | Other | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| Fidelity Growth Discovery Fund | Fund | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
How reports are read: holdings methodology.