Congressional stock trades · Member
Sheldon Whitehouse
Senator · RI · Democrat
166 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: Commission on Security and Cooperation in Europe; Senate Committee on Environment and Public Works; Senate Committee on Finance; Senate Committee on the Budget; Senate Committee on the Judiciary; United States Senate Caucus on International Narcotics Control.
| Disclosed | Traded | Days | Owner | Asset | Type | Amount range (as filed) | Source |
|---|---|---|---|---|---|---|---|
| 2026-09-02 | 2026-08-13 | 20 | Spouse | LRCXLam Research Corporation - Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-09-02 | 2026-08-13 | 20 | Member | NVDANVIDIA Corporation - Common Stock | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2026-09-02 | 2026-08-13 | 20 | Spouse | NVDANVIDIA Corporation - Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-09-02 | 2026-08-12 | 21 | Spouse | AMGNAmgen Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-09-02 | 2026-08-06 | 27 | Member | SDZNY- Sandoz Group AG ADR | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-08-03 | 2026-07-20 | 14 | Member | LOWLowe's Companies, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-07-08 | 2026-06-30 | 8 | Member | NVDANVIDIA Corporation - Common Stock | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2026-07-08 | 2026-06-25 | 13 | Member | MUMicron Technology, Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-08 | 2026-06-25 | 13 | Member | COHRCoherent Corp. Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2026-07-08 | 2026-06-25 | 13 | Member | CCICrown Castle Inc. Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-07-08 | 2026-06-24 | 14 | Member | AAPLApple Inc. - Common Stock | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2026-07-08 | 2026-06-24 | 14 | Spouse | AAPLApple Inc. - Common Stock | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2026-06-02 | 2026-05-08 | 25 | Member | NVDANVIDIA Corporation - Common Stock | Sale (partial) | $100,001 - $250,000 | eFD → |
| 2026-06-02 | 2026-05-08 | 25 | Spouse | NVDANVIDIA Corporation - Common Stock | Sale (partial) | $100,001 - $250,000 | eFD → |
| 2026-06-02 | 2026-05-07 | 26 | Member | ORCLOracle Corporation Common Stock | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2026-05-04 | 2026-04-13 | 21 | Member | JPMJP Morgan Chase & Co. Common Stock | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2026-04-08 | 2026-03-30 | 9 | Spouse | PEPPepsiCo, Inc. - Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-03-06 | 2026-02-23 | 11 | Spouse | VZVerizon Communications Inc. Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-03-06 | 2026-02-23 | 11 | Member | HDHome Depot, Inc. (The) Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-03-06 | 2026-02-23 | 11 | Spouse | MAMastercard Incorporated Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-03-06 | 2026-02-23 | 11 | Member | PEPPepsiCo, Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-03-06 | 2026-02-23 | 11 | Spouse | PEPPepsiCo, Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-02-04 | 2026-01-09 | 26 | Spouse | NVDANvidia Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-02-04 | 2026-01-09 | 26 | Spouse | SBUXStarbucks Corp | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-02-04 | 2026-01-09 | 26 | Member | NVDANvidia Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-02-04 | 2026-01-09 | 26 | Member | HDHome Depot | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-02-04 | 2026-01-09 | 26 | Member | SBUXStarbucks Corp | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-02-04 | 2026-01-09 | 26 | Spouse | MCDMcDonald's Corp | Sale (full) | $15,001 - $50,000 | eFD → |
| 2025-12-01 | 2025-11-21 | 10 | Member | GHGuardant Health Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2025-12-01 | 2025-11-21 | 10 | Member | KOCoca-Cola Company | Purchase | $1,001 - $15,000 | eFD → |
| 2025-12-01 | 2025-11-21 | 10 | Member | HSYHershey Foods Corp | Purchase | $1,001 - $15,000 | eFD → |
| 2025-11-03 | 2025-10-27 | 7 | Spouse | PGRProgressive Corp | Sale (full) | $15,001 - $50,000 | eFD → |
| 2025-11-03 | 2025-10-20 | 14 | Member | NVDANvidia Corp | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2025-10-03 | 2025-09-04 | 29 | Member | MSFTMicrosoft Corp | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2025-10-03 | 2025-09-04 | 29 | Member | AAPLApple Inc | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2025-10-03 | 2025-09-04 | 29 | Member | AMGNAmgen Inc | Sale (full) | $1,001 - $15,000 | eFD → |
| 2025-10-03 | 2025-09-04 | 29 | Member | RI INFRASTRUCTURE BK SAFE DRINKIN Rate/Coupon: 3.0% Matures: 10/01/2032 | Sale (full) | $15,001 - $50,000 | eFD → |
| 2025-10-03 | 2025-09-04 | 29 | Member | NVDANvidia Corp | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2025-10-03 | 2025-09-04 | 29 | Member | HONHoneywell International Inc | Sale (full) | $15,001 - $50,000 | eFD → |
| 2025-10-03 | 2025-09-04 | 29 | Member | UNHUnitedhealth Group Inc | Sale (full) | $15,001 - $50,000 | eFD → |
| 2025-10-03 | 2025-09-04 | 29 | Member | VZVerizon Communications Inc | Sale (full) | $1,001 - $15,000 | eFD → |
| 2025-09-03 | 2025-08-28 | 6 | Spouse | KVUEKenvue Inc | Sale (full) | $1,001 - $15,000 | eFD → |
| 2025-09-03 | 2025-08-28 | 6 | Spouse | UNHUnitedhealth Group Inc | Sale (full) | $15,001 - $50,000 | eFD → |
| 2025-09-03 | 2025-08-28 | 6 | Member | DHRDanaher Corp | Sale (full) | $1,001 - $15,000 | eFD → |
| 2025-09-03 | 2025-08-28 | 6 | Spouse | LRCXLam Research Corp | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2025-08-04 | 2025-07-07 | 28 | Spouse | NVDANvidia Corp | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2025-08-04 | 2025-07-03 | 32 | Member | ADIAnalog Devices | Sale (full) | $15,001 - $50,000 | eFD → |
| 2025-05-13 | 2025-04-29 | 14 | Member | ELEstee Lauder Companies | Sale (full) | $1,001 - $15,000 | eFD → |
| 2025-05-13 | 2025-04-14 | 29 | Spouse | NVDANvidia Corp | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2025-05-13 | 2025-04-14 | 29 | Member | AAPLApple Inc | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2025-05-13 | 2025-04-14 | 29 | Member | SBUXStarbucks Corp | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2025-05-13 | 2025-04-11 | 32 | Member | SBUXStarbucks Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-05-13 | 2025-04-11 | 32 | Spouse | SBUXStarbucks Corporation - Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-05-13 | 2025-04-03 | 40 | Spouse | HONHoneywell International Inc | Sale (full) | $15,001 - $50,000 | eFD → |
| 2025-01-08 | 2025-01-06 | 2 | Member | NVDANvidia Corp | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2025-01-08 | 2024-12-19 | 20 | Member | AAPLApple Inc | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2025-01-08 | 2024-12-19 | 20 | Member | LRCXLam Research Corp | Sale (full) | $15,001 - $50,000 | eFD → |
| 2024-12-05 | 2024-11-19 | 16 | Spouse | RI HEALTH & EDL BLDG CORP Rate/Coupon: 4.00% Matures: 09/15/2034 | Sale (full) | $15,001 - $50,000 | eFD → |
| 2024-12-05 | 2024-11-19 | 16 | Spouse | METMetlife Inc | Sale (full) | $1,001 - $15,000 | eFD → |
| 2024-12-05 | 2024-11-18 | 17 | Member | KVUEKenvue Inc | Sale (full) | $1,001 - $15,000 | eFD → |
| 2024-11-07 | 2024-10-30 | 8 | Member | LLYEli Lilly and Company | Purchase | $15,001 - $50,000 | eFD → |
| 2024-11-07 | 2024-10-29 | 9 | Spouse | VZVerizon Communications Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-11-07 | 2024-10-29 | 9 | Spouse | MAMastercard Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-11-07 | 2024-10-29 | 9 | Member | VZVerizon Communications Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-11-07 | 2024-10-29 | 9 | Spouse | SBUXStarbucks Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-11-07 | 2024-10-29 | 9 | Spouse | DISWalt Disney Company | Sale (full) | $1,001 - $15,000 | eFD → |
| 2024-11-07 | 2024-10-29 | 9 | Member | HONHoneywell International Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-11-07 | 2024-10-29 | 9 | Member | MAMastercard Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-11-07 | 2024-10-29 | 9 | Member | SBUXStarbucks Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-11-07 | 2024-10-28 | 10 | Member | TSLATesla Inc | Sale (full) | $15,001 - $50,000 | eFD → |
| 2024-11-07 | 2024-10-28 | 10 | Spouse | TSLATesla Inc | Sale (full) | $100,001 - $250,000 | eFD → |
| 2024-11-07 | 2024-10-11 | 27 | Member | TSLATesla Inc | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2024-11-07 | 2024-10-08 | 30 | Member | CELHCelsius Holdings Inc | Sale (full) | $1,001 - $15,000 | eFD → |
| 2024-11-07 | 2024-10-08 | 30 | Member | KOCoca-Cola Company | Purchase | $1,001 - $15,000 | eFD → |
| 2024-10-10 | 2024-09-17 | 23 | Member | AMGNAmgen Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-09-04 | 2024-08-15 | 20 | Spouse | SNOWSnowflake Inc Cl A | Sale (full) | $1,001 - $15,000 | eFD → |
| 2024-08-21 | 2024-07-30 | 22 | Spouse | CAGConagra Brands Inc | Sale (full) | $1,001 - $15,000 | eFD → |
| 2024-08-21 | 2024-07-30 | 22 | Member | CAGConagra Brands Inc | Sale (full) | $1,001 - $15,000 | eFD → |
| 2024-08-21 | 2024-07-25 | 27 | Member | DISWalt Disney Company | Sale (full) | $1,001 - $15,000 | eFD → |
| 2024-08-21 | 2024-07-03 | 49 ·>45 | Spouse | JNJJohnson & Johnson | Sale (full) | $15,001 - $50,000 | eFD → |
| 2024-08-21 | 2024-07-03 | 49 ·>45 | Member | JNJJohnson & Johnson | Sale (full) | $15,001 - $50,000 | eFD → |
| 2024-08-21 | 2024-07-03 | 49 ·>45 | Member | MCDMcDonald's Corp | Sale (full) | $1,001 - $15,000 | eFD → |
| 2024-07-16 | 2024-06-27 | 19 | Member | GSGoldman Sachs Group, Inc. (The) Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2024-07-16 | 2024-06-13 | 33 | Member | HDHome Depot | Purchase | $1,001 - $15,000 | eFD → |
| 2024-07-16 | 2024-06-13 | 33 | Member | MSFTMicrosoft Corp | Purchase | $1,001 - $15,000 | eFD → |
| 2024-06-06 | 2024-05-10 | 27 | Member | CCICrown Castle Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2024-06-06 | 2024-05-08 | 29 | Member | DEODiageo Plc ADR | Sale (full) | $15,001 - $50,000 | eFD → |
| 2024-05-20 | 2024-04-30 | 20 | Spouse | JP MORGAN CHASE & CO Rate/Coupon: 6.12% Matures: 02/12/2056 | Sale (full) | $1,001 - $15,000 | eFD → |
| 2024-05-20 | 2024-04-09 | 41 | Spouse | DHRDanaher Corp | Sale (full) | $15,001 - $50,000 | eFD → |
| 2024-05-20 | 2024-04-09 | 41 | Spouse | RTXRTX Corporation Common Stock | Sale (full) | $15,001 - $50,000 | eFD → |
| 2024-05-20 | 2024-04-09 | 41 | Member | NVSNovartis Ag ADR | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-05-20 | 2024-04-09 | 41 | Spouse | IRIngersoll Rand Inc | Sale (full) | $1,001 - $15,000 | eFD → |
| 2024-05-20 | 2024-04-09 | 41 | Spouse | ULUnilever Plc ADR | Sale (full) | $1,001 - $15,000 | eFD → |
| 2024-04-24 | 2024-03-22 | 33 | Member | ULUnilever Plc ADR | Sale (full) | $1,001 - $15,000 | eFD → |
| 2024-04-24 | 2024-03-13 | 42 | Member | CMCSAComcast Corp A | Sale (full) | $15,001 - $50,000 | eFD → |
| 2024-01-18 | 2023-12-14 | 35 | Spouse | SNOWSnowflake Inc Cl A | Purchase | $1,001 - $15,000 | eFD → |
| 2024-01-18 | 2023-12-14 | 35 | Spouse | LLYEli Lilly and Company | Purchase | $1,001 - $15,000 | eFD → |
| 2024-01-18 | 2023-12-11 | 38 | Member | PFEPfizer Inc | Sale (full) | $1,001 - $15,000 | eFD → |
| 2024-01-18 | 2023-12-07 | 42 | Member | KOCoca-Cola Company | Purchase | $1,001 - $15,000 | eFD → |
| 2024-01-18 | 2023-12-07 | 42 | Member | TGTTarget Corp | Sale (full) | $15,001 - $50,000 | eFD → |
| 2023-12-07 | 2023-11-29 | 8 | Member | VLTOVeralto Corporation | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-12-07 | 2023-11-29 | 8 | Member | VLTOVeralto Corporation | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-12-07 | 2023-11-29 | 8 | Spouse | VLTOVeralto Corporation | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-12-07 | 2023-11-16 | 21 | Member | KMBKimberly-Clark Corp | Sale (full) | $50,001 - $100,000 | eFD → |
| 2023-12-07 | 2023-11-08 | 29 | Member | CELHCelsius Holdings Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2023-10-17 | 2023-09-20 | 27 | Spouse | PYPLPaypal Holdings | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-10-17 | 2023-09-20 | 27 | Spouse | CCitigroup Inc | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-10-17 | 2023-09-20 | 27 | Member | NVSNovartis Ag ADR | Purchase | $15,001 - $50,000 | eFD → |
| 2023-10-17 | 2023-09-20 | 27 | Member | WBDWarner Bros. Discovery, Inc. - Series A Common Sto | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-10-17 | 2023-09-20 | 27 | Member | XYZBlock, Inc. Class A Common Stock, | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-10-17 | 2023-09-20 | 27 | Member | KVUEKenvue Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2023-10-17 | 2023-09-20 | 27 | Member | METMetlife Inc | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-10-17 | 2023-09-20 | 27 | Member | VZVerizon Communications Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2023-10-17 | 2023-09-20 | 27 | Spouse | BTOJohn Hancock Financial Opportunities Fund Common S | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-10-17 | 2023-09-20 | 27 | Member | TSLATesla Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2023-10-17 | 2023-09-20 | 27 | Member | MMM3M Company | Sale (full) | $15,001 - $50,000 | eFD → |
| 2023-10-17 | 2023-09-20 | 27 | Member | TAT&T Inc | Sale (full) | $15,001 - $50,000 | eFD → |
| 2023-10-17 | 2023-09-20 | 27 | Spouse | INTCIntel Corp | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-10-17 | 2023-09-20 | 27 | Member | LLYEli Lilly and Company | Purchase | $15,001 - $50,000 | eFD → |
| 2023-10-17 | 2023-09-20 | 27 | Member | IRIngersoll Rand Inc | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-10-17 | 2023-09-20 | 27 | Spouse | TAT&T Inc | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-10-17 | 2023-09-20 | 27 | Spouse | WBDWarner Bros. Discovery, Inc. - Series A Common Sto | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-10-03 | 2023-08-24 | 40 | Member | Johnson & Johnson Common Stock (Exchanged) Kenvue Inc. Common Stock (Received) | Exchange | $1,001 - $15,000 | eFD → |
| 2023-10-03 | 2023-08-24 | 40 | Spouse | Johnson & Johnson Common Stock (Exchanged) Kenvue Inc. Common Stock (Received) | Exchange | $1,001 - $15,000 | eFD → |
| 2023-05-17 | 2023-04-18 | 29 | Member | ESSEssex Property Trust, Inc. Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-05-17 | 2023-04-18 | 29 | Spouse | ESSEssex Property Trust, Inc. Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2022-12-30 | 2022-11-29 | 31 | Spouse | CCitigroup, Inc. Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2022-12-30 | 2022-11-29 | 31 | Member | CCitigroup, Inc. Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2022-05-24 | 2022-04-11 | 43 | Member | AT&T Inc. (Exchanged) Warner Bros. Discovery, Inc. - Series A Common Sto (Received) | Exchange | $1,001 - $15,000 | eFD → |
| 2022-05-24 | 2022-04-11 | 43 | Spouse | AT&T Inc. (Exchanged) Warner Bros. Discovery, Inc. - Series A Common Sto (Received) | Exchange | $1,001 - $15,000 | eFD → |
| 2022-03-16 | 2022-01-28 | 47 ·>45 | Member | TGTTarget Corporation Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2022-03-16 | 2022-01-28 | 47 ·>45 | Member | TSLATesla, Inc. - Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2021-09-13 | 2021-08-30 | 14 | Joint | MCHPMicrochip Technology Incorporated - Common Stock | Sale (full) | $15,001 - $50,000 | eFD → |
| 2021-09-13 | 2021-08-30 | 14 | Spouse | BABAAlibaba Group Holding Limited American Depositary | Sale (full) | $1,001 - $15,000 | eFD → |
| 2021-09-13 | 2021-08-30 | 14 | Joint | TAT&T Inc. | Sale (full) | $15,001 - $50,000 | eFD → |
| 2021-09-13 | 2021-08-27 | 17 | Joint | MACYS RETAIL HLDGS INC Rate/Coupon: 3.875% Matures: 01/15/2022 | Sale (full) | $15,001 - $50,000 | eFD → |
| 2021-08-06 | 2020-10-13 | 297 ·>45 | Joint | XEROX CORP Rate/Coupon: 4.5% Matures: 05/15/21 | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2021-07-23 | 2021-06-07 | 46 ·>45 | Joint | Genl Motors Financial Co Inc Rate/Coupon: 3.2% Matures: 07/06/2021 | Sale (full) | $15,001 - $50,000 | eFD → |
| 2021-06-06 | 2021-04-28 | 39 | Member | INTCIntel Corporation | Sale (full) | $15,001 - $50,000 | eFD → |
| 2021-06-06 | 2021-04-07 | 60 ·>45 | Joint | GENERAL ELECTRIC CO FIXED TO 012021 Rate/Coupon: 5.0% Matures: 04/07/2061 | Sale (full) | $15,001 - $50,000 | eFD → |
| 2021-01-25 | 2020-12-30 | 26 | Joint | XEROX CORP Rate/Coupon: 4.5% Matures: 05/15/2021 | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-11-19 | 2020-10-13 | 37 | Joint | XEROX CORP Rate/Coupon: 4.5% Matures: 05/15/21 | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-11-19 | 2020-10-09 | 41 | Member | Fortive Corporation (Exchanged) Vontier Corporation (Received) | Exchange | $1,001 - $15,000 | eFD → |
| 2020-10-27 | 2020-09-30 | 27 | Joint | TTTrane Technologies plc | Sale (full) | $15,001 - $50,000 | eFD → |
| 2020-10-27 | 2020-09-30 | 27 | Member | TTTrane Technologies plc | Sale (full) | $15,001 - $50,000 | eFD → |
| 2020-10-27 | 2020-09-09 | 48 ·>45 | Joint | CBChubb Limited | Sale (full) | $15,001 - $50,000 | eFD → |
| 2020-08-07 | 2019-07-05 | 399 ·>45 | Spouse | IBMInternational Business Machines Corporation | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-08-07 | 2019-07-05 | 399 ·>45 | Member | IBMInternational Business Machines Corporation | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-05-27 | 2020-04-07 | 50 ·>45 | Joint | OTISOtis Worldwide Corporation | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-05-27 | 2020-04-07 | 50 ·>45 | Member | OTISOtis Worldwide Corporation | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-05-27 | 2020-04-07 | 50 ·>45 | Joint | Raytheon Technologies Corporation (Exchanged) Carrier Global Corporation (Received) | Exchange | $1,001 - $15,000 | eFD → |
| 2020-05-27 | 2020-04-07 | 50 ·>45 | Joint | Raytheon Technologies Corporation (Exchanged) Otis Worldwide Corporation (Received) | Exchange | $1,001 - $15,000 | eFD → |
| 2020-05-27 | 2020-04-07 | 50 ·>45 | Member | CARRCarrier Global Corporation | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-05-27 | 2020-04-07 | 50 ·>45 | Member | Raytheon Technologies Corporation (Exchanged) Otis Worldwide Corporation (Received) | Exchange | $1,001 - $15,000 | eFD → |
| 2020-05-27 | 2020-04-07 | 50 ·>45 | Joint | CARRCarrier Global Corporation | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-05-27 | 2020-04-07 | 50 ·>45 | Member | Raytheon Technologies Corporation (Exchanged) Carrier Global Corporation (Received) | Exchange | $1,001 - $15,000 | eFD → |
| 2020-05-27 | 2020-04-03 | 54 ·>45 | Member | UTX - United Technologies Corporation (Exchanged) Raytheon Technologies Corporation (Received) | Exchange | $15,001 - $50,000 | eFD → |
| 2020-05-27 | 2020-04-03 | 54 ·>45 | Joint | Raytheon Company (Exchanged) Raytheon Technologies Corporation (Received) | Exchange | $15,001 - $50,000 | eFD → |
| 2020-04-14 | 2020-03-11 | 34 | Member | ILMNIllumina, Inc. | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-04-14 | 2020-03-11 | 34 | Member | Siemens Aktiengesellschaft | Sale (full) | $15,001 - $50,000 | eFD → |
| 2020-04-14 | 2020-03-11 | 34 | Member | CGNXCognex Corporation | Sale (full) | $15,001 - $50,000 | eFD → |
| 2020-04-14 | 2020-03-04 | 41 | Joint | INGERSOLL RAND PLC SHARES (Exchanged) TRANE TECHNOLOGIES PLC (Received) | Exchange | $1,001 - $15,000 | eFD → |
| 2020-04-14 | 2020-03-04 | 41 | Member | INGERSOLL RAND PLC SHS (Exchanged) TRANE TECHNOLOGIES PLC (Received) | Exchange | $1,001 - $15,000 | eFD → |
| 2020-03-31 | 2020-02-13 | 47 ·>45 | Member | DLRDigital Realty Trust, Inc. | Purchase | $15,001 - $50,000 | eFD → |
| 2020-03-31 | 2020-02-13 | 47 ·>45 | Member | WMWaste Management, Inc. | Sale (full) | $15,001 - $50,000 | eFD → |
| 2020-01-08 | 2019-12-19 | 20 | Joint | IBMInternational Business Machines Corporation | Sale (full) | $1,001 - $15,000 | eFD → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2022 report.
378 assets with a value on the amended report filed 2023-09-27, 127 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) |
|---|---|---|---|
| Janus Forty I (NASDAQ) | Fund | Spouse | $15,001 - $50,000 |
| Janus Balanced I (NASDAQ) | Fund | Spouse | $15,001 - $50,000 |
| Financial Select Sector SPDR ETF (NYSEArca) | Fund | Spouse | $15,001 - $50,000 |
| T-AT&T, Inc. (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| GOOGL - Alphabet Inc. | Stock | Spouse | $15,001 - $50,000 |
| TJXThe TJX Companies, Inc. | Stock | Spouse | $1,001 - $15,000 |
| Health Care Select Sector SPDR ETF (NYSEArca) | Fund | Spouse | $15,001 - $50,000 |
| ClearBridge Appreciation I (NASDAQ) | Fund | Spouse | $1,001 - $15,000 |
| T. Rowe Price Blue Chip Growth (NASDAQ) | Fund | Spouse | $15,001 - $50,000 |
| AMGNAmgen Inc. | Stock | Spouse | $15,001 - $50,000 |
| NFLXNetflix, Inc. | Stock | Spouse | $50,001 - $100,000 |
| MORGAN STANLEY | Other | Spouse | $15,001 - $50,000 |
| AMZN-Amazon.com, Inc. | Stock | Spouse | $50,001 - $100,000 |
| GS-The Goldman Sachs Group, Inc. | Stock | Spouse | $15,001 - $50,000 |
| JPM-JPMorgan Chase & Co. | Stock | Spouse | $15,001 - $50,000 |
| J P MORGAN CHASE & CO | Bond | Spouse | $1,001 - $15,000 |
| VETAX-Victory Sycamore Established Value A | Fund | Spouse | $15,001 - $50,000 |
| iShares Core MSCI Emerging Markets ETF | Fund | Spouse | $1,001 - $15,000 |
| BTO-John Hancock Financial Opportunities Fund | Fund | Spouse | $1,001 - $15,000 |
| NVDA-NVIDIA Corporation | Stock | Spouse | $50,001 - $100,000 |
| AMBFX-American Funds American Balanced F2 | Fund | Spouse | $15,001 - $50,000 |
| WMTWalmart Inc. | Stock | Spouse | $15,001 - $50,000 |
| CCitigroup Inc. | Stock | Spouse | $1,001 - $15,000 |
| DALDelta Air Lines, Inc. | Stock | Spouse | $1,001 - $15,000 |
| LRCXLam Research Corporation | Stock | Spouse | $15,001 - $50,000 |
| PYPLPayPal Holdings, Inc. | Stock | Spouse | $1,001 - $15,000 |
| IAUiShares Gold Trust | Fund | Spouse | $1,001 - $15,000 |
| iShares U.S. Medical Devices ETF | Fund | Spouse | $15,001 - $50,000 |
| Vanguard Short-Term Corporate Bond Index Fund ETF | Fund | Spouse | $15,001 - $50,000 |
| American Funds The Income Fund of America Class F- | Fund | Spouse | $1,001 - $15,000 |
| American Funds New World Fund Class F-2 | Fund | Spouse | $1,001 - $15,000 |
| ClearBridge International Growth Fund Class I | Fund | Spouse | $1,001 - $15,000 |
| Cohen & Steers Real Estate Securities Fund, Inc. C | Fund | Spouse | $1,001 - $15,000 |
| Janus Henderson Enterprise Fund Class I | Fund | Spouse | $15,001 - $50,000 |
| Nationwide Geneva Small Cap Growth Fund Institutio | Fund | Spouse | $15,001 - $50,000 |
| PIMCO Low Duration Income Fund Class I-2 | Fund | Spouse | $15,001 - $50,000 |
| INTCIntel Corporation | Stock | Spouse | $1,001 - $15,000 |
| Virtus KAR Small-Cap Growth Fund Class I | Fund | Spouse | $1,001 - $15,000 |
| PGRThe Progressive Corporation | Stock | Spouse | $1,001 - $15,000 |
| American Mutual Fund Class F-2 Shares | Fund | Spouse | $1,001 - $15,000 |
| Columbia Dividend Income Fund Class I | Fund | Spouse | $15,001 - $50,000 |
| Vanguard Information Tech ETF | Fund | Spouse | $15,001 - $50,000 |
| First Trust Nasdaq Cybersecurity ETF | Fund | Spouse | $1,001 - $15,000 |
| Global X U.S. Infrastructure Development ETF | Fund | Spouse | $1,001 - $15,000 |
| SPDR S&P Regional Banking ETF | Fund | Spouse | $1,001 - $15,000 |
| Vanguard Small-Cap Value ETF | Fund | Spouse | $1,001 - $15,000 |
| WisdomTree U.S. Quality Dividend Growth Fund | Fund | Spouse | $1,001 - $15,000 |
| American Funds Inflation Linked Bond Fund - Clas | Fund | Spouse | $1,001 - $15,000 |
| WBDWarner Bros. Discovery, Inc. - Series A Common Sto | Stock | Spouse | $1,001 - $15,000 |
| BDJBlackrock Enhanced Equity Dividend Trust | Fund | Spouse | $1,001 - $15,000 |
| Invesco QQQ Trust, Series 1 | Fund | Spouse | $15,001 - $50,000 |
| iShares 0-5 Year TIPS Bond ETF | Fund | Spouse | $1,001 - $15,000 |
| Ishares Genomics Immunology and Healthcare ETF | Fund | Spouse | $1,001 - $15,000 |
| iShares Short Treasury Bond ETF | Fund | Spouse | $15,001 - $50,000 |
| Netlease Corporate Real Estate ETF | Fund | Spouse | $1,001 - $15,000 |
| SPDR MSCI ACWI Climate Paris Aligned ETF | Fund | Spouse | $1,001 - $15,000 |
| VanEck Investment Grade Floating Rate ETF | Fund | Spouse | $15,001 - $50,000 |
| VanEck Semiconductor ETF | Fund | Spouse | $1,001 - $15,000 |
| Vanguard Div Appreciation ETF | Fund | Spouse | $1,001 - $15,000 |
| Vanguard Small-Cap Growth ETF | Fund | Spouse | $1,001 - $15,000 |
| BRK.BBerkshire Hathaway Inc. | Stock | Spouse | $15,001 - $50,000 |
| Vanguard Consumer Staples ETF | Fund | Spouse | $1,001 - $15,000 |
| Vanguard Information Technology ETF | Fund | Spouse | $1,001 - $15,000 |
| TSLATesla, Inc. | Stock | Spouse | $50,001 - $100,000 |
| Industrial Select Sector SPDR ETF | Fund | Spouse | $1,001 - $15,000 |
| iShares Core MSCI Emerging Markets ETF | Fund | Spouse | $1,001 - $15,000 |
| Morgan Stanley Private Bank | Other | Spouse | $1,001 - $15,000 |
| ProShares S&P 500 Dividend Aristocrats ETF | Fund | Spouse | $1,001 - $15,000 |
| Calvert Equity Fund Class I | Fund | Spouse | $1,001 - $15,000 |
| ClearBridge International Growth Fund Class I | Fund | Spouse | $1,001 - $15,000 |
| Columbia Dividend Income Fund Class I | Fund | Spouse | $1,001 - $15,000 |
| T. Rowe Price Blue Chip Growth Fund Inc. | Fund | Spouse | $1,001 - $15,000 |
| IAUishares Gold Trust | Fund | Spouse | $1,001 - $15,000 |
| First Trust Nasdaq Cybersecurity ETF | Fund | Spouse | $1,001 - $15,000 |
| S&P 500 Healthcare Sector SPDR | Fund | Spouse | $1,001 - $15,000 |
| iShares Global Clean Energy ETF | Fund | Spouse | $1,001 - $15,000 |
| S&P 500 Financials Sector SPDR | Fund | Spouse | $1,001 - $15,000 |
| VanEck IG Floating Rate ETF Trading under the new | Fund | Spouse | $1,001 - $15,000 |
| Vanguard FTSE Emerging Markets ETF | Fund | Spouse | $1,001 - $15,000 |
| Vanguard High Dividend Yield ETF | Fund | Spouse | $1,001 - $15,000 |
| New World Fund Inc. Class F-2 Shs | Fund | Spouse | $1,001 - $15,000 |
| ARK Autonomous Technology & Robotics ETF | Fund | Spouse | $1,001 - $15,000 |
| Goldman Sachs Abslt Ret Trck I (GJRTX) | Fund | Member | $1,001 - $15,000 |
| JP Morgan Dynamic Small Cap Gr Sel (JDSCX) | Fund | Member | $1,001 - $15,000 |
| Invesco QQQ Trust | Fund | Member | $15,001 - $50,000 |
| Metropolitan West Total Return Bond I (NASDAQ) | Fund | Member | $1,001 - $15,000 |
| Technology Select Sector SPDR ETF | Fund | Member | $1,001 - $15,000 |
| VDC-Vanguard Consumer Staples ETF | Fund | Member | $15,001 - $50,000 |
| T. Rowe Price Blue Chip Growth | Fund | Member | $15,001 - $50,000 |
| BRK.BBerkshire Hathaway Inc. | Stock | Member | $1,001 - $15,000 |
| Financial Select Sector SPDR® ETF | Fund | Member | $1,001 - $15,000 |
| iShares Core MSCI Emerging Markets ETF | Fund | Member | $1,001 - $15,000 |
| WMFFX-American Funds Washington Mutual F2 | Fund | Member | $15,001 - $50,000 |
| ClearBridge Large Cap Growth I | Fund | Member | $1,001 - $15,000 |
| Janus Henderson Enterprise I | Fund | Member | $1,001 - $15,000 |
| American Funds New World F2 | Fund | Member | $1,001 - $15,000 |
| Victory Sycamore Established Value I | Fund | Member | $15,001 - $50,000 |
| American Funds The Income Fund of America Class F- | Fund | Member | $1,001 - $15,000 |
| Invesco S&P Global Water Index ETF | Fund | Member | $1,001 - $15,000 |
| Morgan Stanley | Other | Member | $1,001 - $15,000 |
| IAUiShares Gold Trust | Fund | Member | $1,001 - $15,000 |
| ProShares S&P 500 Dividend Aristocrats ETF | Fund | Member | $1,001 - $15,000 |
| ClearBridge International Growth Fund Class I | Fund | Member | $1,001 - $15,000 |
| Columbia Dividend Income Fund Institutional Class | Fund | Member | $15,001 - $50,000 |
| Parnassus Core Equity Fund - Investor Shares | Fund | Member | $1,001 - $15,000 |
| Global X Cloud Computing ETF | Fund | Member | $1,001 - $15,000 |
| BDJBlackrock Enhanced Equity Dividend Trust | Fund | Member | $1,001 - $15,000 |
| Virtus Kar Small-Cap Value Fund I | Fund | Member | $1,001 - $15,000 |
| Ark Autonomous Tech & Robotics ETF | Fund | Member | $1,001 - $15,000 |
| GDVGabelli Dividend | Fund | Member | $1,001 - $15,000 |
| SPDR Select Sector Fund - Industrial | Fund | Member | $1,001 - $15,000 |
| iShares 0-5 Year TIPS Bond ETF | Fund | Member | $1,001 - $15,000 |
| Ishares Genomics Immunology and Healthcare ETF | Fund | Member | $1,001 - $15,000 |
| Pacer US Cash Cows 100 ETF | Fund | Member | $1,001 - $15,000 |
| Real Estate Select Sector SPDR Fund (The) | Fund | Member | $1,001 - $15,000 |
| VanEck IG Floating Rate ETF Trading under the new | Fund | Member | $1,001 - $15,000 |
| Invesco Premier US Government Money Portfolio IN | Fund | Member | $1,001 - $15,000 |
| MMM-3M Company (NYSE) | Stock | Member | $15,001 - $50,000 |
| AMZN-Amazon.com Inc. (NASDAQ) | Stock | Member | $250,001 - $500,000 |
| AXP-American Express Company (NYSE) | Stock | Member | $50,001 - $100,000 |
| CVSCVS Caremark Corporation (NYSE) | Stock | Member | $50,001 - $100,000 |
| DHRDanaher Corp. (NYSE) | Stock | Member | $100,001 - $250,000 |
| GOOGL - Alphabet Inc. | Stock | Member | $250,001 - $500,000 |
| HONHoneywell International Inc. (NYSE) | Stock | Member | $50,001 - $100,000 |
| iShares Russell 2000 Growth | Fund | Member | $15,001 - $50,000 |
| KMBKimberly-Clark Corporation (NYSE) | Stock | Member | $50,001 - $100,000 |
| MCHPMicrochip Technology Inc. (NASDAQ) | Stock | Member | $50,001 - $100,000 |
| MSFT-Microsoft Corporation (NASDAQ) | Stock | Member | $250,001 - $500,000 |
| NKE-Nike, Inc. (NYSE) | Stock | Member | $100,001 - $250,000 |
| ORCL-Oracle Corporation (NYSE) | Stock | Member | $50,001 - $100,000 |
| PEPPepsico, Inc. (NYSE) | Stock | Member | $50,001 - $100,000 |
| PGThe Procter & Gamble Company (NYSE) | Stock | Member | $100,001 - $250,000 |
| UNP-Union Pacific Corporation (NYSE) | Stock | Member | $50,001 - $100,000 |
| RTXRaytheon Technologies Corporation Common Stock | Stock | Member | $15,001 - $50,000 |
| UNH-UnitedHealth Group Incorporated (NYSE) | Stock | Member | $100,001 - $250,000 |
| V-Visa Inc. (NYSE) | Stock | Member | $100,001 - $250,000 |
| JPMJPMorgan Chase & Co. | Stock | Member | $50,001 - $100,000 |
| LOWLowe's Companies Inc. (NYSE) | Stock | Member | $50,001 - $100,000 |
| TMO-Thermo Fisher Scientific, Inc. (NYSE) | Stock | Member | $100,001 - $250,000 |
| XLV - Health Care Select Sector SPDR® ETF | Fund | Member | $15,001 - $50,000 |
| AMGN-Amgen Inc. (NASDAQ) | Stock | Member | $15,001 - $50,000 |
| TAT&T, Inc. (NYSE) | Stock | Member | $15,001 - $50,000 |
| ELThe Estée Lauder Companies Inc. (NYSE) | Stock | Member | $50,001 - $100,000 |
| PANW-Palo Alto Networks, Inc. (NYSE) | Stock | Member | $50,001 - $100,000 |
| VZVerizon Communications Inc. (NYSE) | Stock | Member | $15,001 - $50,000 |
| METAMeta Platforms Inc | Stock | Member | $15,001 - $50,000 |
| LRCX-Lam Research Corporation | Stock | Member | $100,001 - $250,000 |
| NFLX-Netflix, Inc. | Stock | Member | $100,001 - $250,000 |
| WMT-Wal-Mart Stores Inc. | Stock | Member | $15,001 - $50,000 |
| ANWFX-American Funds New Perspective F2 | Fund | Member | $15,001 - $50,000 |
| AAPL-Apple Inc. | Stock | Member | $500,001 - $1,000,000 |
| BAC-Bank of America Corporation | Stock | Member | $50,001 - $100,000 |
| GS-The Goldman Sachs Group, Inc. | Stock | Member | $100,001 - $250,000 |
| HD-The Home Depot, Inc. | Stock | Member | $100,001 - $250,000 |
| CSCOCisco Systems, Inc. | Stock | Member | $15,001 - $50,000 |
| DEODiageo plc | Stock | Member | $15,001 - $50,000 |
| CMCSA-Comcast Corporation | Stock | Member | $1,001 - $15,000 |
| FTV-Fortive Corporation | Stock | Member | $15,001 - $50,000 |
| NVDA-NVIDIA Corporation | Stock | Member | $250,001 - $500,000 |
| SBUX-Starbucks Corporation | Stock | Member | $15,001 - $50,000 |
| ADIAnalog Devices, Inc. | Stock | Member | $15,001 - $50,000 |
| BRK.BBerkshire Hathaway Inc. | Stock | Member | $15,001 - $50,000 |
| IRIngersoll-Rand Plc | Stock | Member | $1,001 - $15,000 |
| PFEPfizer Inc. | Stock | Member | $15,001 - $50,000 |
| SYK-Stryker Corporation | Stock | Member | $15,001 - $50,000 |
| iShares US Medical Devices ETF | Fund | Member | $15,001 - $50,000 |
| XYZSquare, Inc. | Stock | Member | $1,001 - $15,000 |
| Goldman Sachs Absolute Return Tracker Fund Institu | Fund | Member | $15,001 - $50,000 |
| JPMorgan Small Cap Blend Fund Class I | Fund | Member | $1,001 - $15,000 |
| KOThe Coca-Cola Company | Stock | Member | $15,001 - $50,000 |
| Morgan Stanley | Other | Member | $15,001 - $50,000 |
| DLRDigital Realty Trust, Inc. Common Stock | Stock | Member | $15,001 - $50,000 |
| First Trust NASDAQ Cybersecurity ETF | Fund | Member | $1,001 - $15,000 |
| SPDR Select Sector Fund - Industrial | Fund | Member | $15,001 - $50,000 |
| Vanguard Financials ETF | Fund | Member | $15,001 - $50,000 |
| Vanguard FTSE Developed Markets ETF | Fund | Member | None (or less than $1,001) |
| Vanguard High Dividend Yield ETF | Fund | Member | $1,001 - $15,000 |
| Vanguard All-World ex-US Shares Index ETF | Fund | Member | $15,001 - $50,000 |
| Capital Income Builder Cl F-2 Shs | Fund | Member | $1,001 - $15,000 |
| VNTVontier Corporation Common Stock | Stock | Member | $1,001 - $15,000 |
| VanEck Semiconductor ETF | Fund | Member | $1,001 - $15,000 |
| Vanguard Consumer Staples ETF | Fund | Member | $15,001 - $50,000 |
| Vanguard Small-Cap Value ETF | Fund | Member | $15,001 - $50,000 |
| WisdomTree U.S. Quality Dividend Growth Fund | Fund | Member | $15,001 - $50,000 |
| ELVElevance Health Inc | Stock | Member | $100,001 - $250,000 |
| TGTTarget Corp | Stock | Member | $15,001 - $50,000 |
| TSLATesla Inc | Stock | Member | $15,001 - $50,000 |
| WBDWarner Bros. Discovery, Inc. - Series A Common Sto | Stock | Member | $1,001 - $15,000 |
| BDJBlackrock Enhanced Dividend Achievers | Fund | Member | $1,001 - $15,000 |
| 0-5 Year TIPS Bond Ishares ETF | Fund | Member | $1,001 - $15,000 |
| Ishares Genomics Immunology and Healthcare ETF | Fund | Member | $1,001 - $15,000 |
| Netlease Corporate Real Estate ETF | Fund | Member | $1,001 - $15,000 |
| Pacer US Cash Cows 100 Index | Fund | Member | $1,001 - $15,000 |
| GLDSPDR Gold Trust | Fund | Member | $1,001 - $15,000 |
| SPDR S&P Regional Banking ETF | Fund | Member | $1,001 - $15,000 |
| VanEck IG Floating Rate ETF Trading under the new | Fund | Member | $1,001 - $15,000 |
| Invesco Premier US Government Money Portfolio IN | Fund | Member | $50,001 - $100,000 |
| Artisan Developing World Fund - Advisor Shares | Fund | Member | $1,001 - $15,000 |
| Calvert Small Cap Fund Class I | Fund | Member | $1,001 - $15,000 |
| Parnassus Endeavor Fund - Investor Shares | Fund | Member | $1,001 - $15,000 |
| Morgan Stanley | Other | Joint | $15,001 - $50,000 |
| AAPL-Apple Inc. (NASDAQ) | Stock | Joint | None (or less than $1,001) |
| KOThe Coca-Cola Company (NYSE) | Stock | Joint | None (or less than $1,001) |
| CAG-ConAgra Foods, Inc. (NYSE) | Stock | Joint | None (or less than $1,001) |
| HONHoneywell International Inc. (NYSE) | Stock | Joint | None (or less than $1,001) |
| JPM-JPMorgan Chase & Co. (NYSE) | Stock | Joint | None (or less than $1,001) |
| VZVerizon Communications Inc. (NYSE) | Stock | Joint | None (or less than $1,001) |
| ESSEssex Property Trust Inc. (NYSE) | Stock | Joint | None (or less than $1,001) |
| PGThe Procter & Gamble Company (NYSE) | Stock | Joint | None (or less than $1,001) |
| SBUXStarbucks Corporation (NASDAQ) | Stock | Joint | None (or less than $1,001) |
| ULUnilever plc (NYSE) | Stock | Joint | None (or less than $1,001) |
| RTXRaytheon Technologies Corporation Common Stock | Stock | Joint | None (or less than $1,001) |
| UNH-UnitedHealth Group Incorporated (NYSE) | Stock | Joint | None (or less than $1,001) |
| PEPPepsico, Inc. (NYSE) | Stock | Joint | None (or less than $1,001) |
| Raytheon Company (NYSE) | Stock | Joint | None (or less than $1,001) |
| VVisa Inc. (NYSE) | Stock | Joint | None (or less than $1,001) |
| JPMORGAN CHASE & CO 6.75% FXD to 2/01/24 | Bond | Joint | $15,001 - $50,000 |
| Morgan Stanley | Other | Joint | $15,001 - $50,000 |
| JNJJohnson & Johnson | Stock | Joint | None (or less than $1,001) |
| LRCX-Lam Research Corporation | Stock | Joint | None (or less than $1,001) |
| MSFT-Microsoft Corporation | Stock | Joint | None (or less than $1,001) |
| GOOGL-Alphabet Inc. | Stock | Joint | None (or less than $1,001) |
| AMGNAmgen Inc. | Stock | Joint | None (or less than $1,001) |
| BAC-Bank of America Corporation | Stock | Joint | None (or less than $1,001) |
| DHR-Danaher Corporation | Stock | Joint | None (or less than $1,001) |
| HDThe Home Depot, Inc. | Stock | Joint | None (or less than $1,001) |
| LMTLockheed Martin Corporation | Stock | Joint | None (or less than $1,001) |
| MA-Mastercard Incorporated | Stock | Joint | None (or less than $1,001) |
| METMetLife, Inc. | Stock | Joint | None (or less than $1,001) |
| DIS-The Walt Disney Company | Stock | Joint | None (or less than $1,001) |
| VIG-Vanguard Dividend Appreciation ETF | Fund | Joint | None (or less than $1,001) |
| T. Rowe Price Blue Chip Growth | Fund | Joint | None (or less than $1,001) |
| ADI-Analog Devices, Inc. | Stock | Joint | None (or less than $1,001) |
| CCitigroup Inc. | Stock | Joint | None (or less than $1,001) |
| IRIngersoll-Rand Plc | Stock | Joint | None (or less than $1,001) |
| HLMIX-Harding Loevner International Eq Instl | Fund | Joint | None (or less than $1,001) |
| RI INFRASTRUCTURE BK SAFE DRINKIN | Bond | Joint | $15,001 - $50,000 |
| AMZNAmazon.com, Inc. | Stock | Joint | None (or less than $1,001) |
| MCDMcDonald's Corporation | Stock | Joint | None (or less than $1,001) |
| NVDANVIDIA Corporation | Stock | Joint | None (or less than $1,001) |
| WMTWalmart Inc. | Stock | Joint | None (or less than $1,001) |
| Communication Services Select Sector SPDR Fund | Fund | Joint | None (or less than $1,001) |
| Health Care Select Sector SPDR Fund | Fund | Joint | None (or less than $1,001) |
| Invesco QQQ Trust | Fund | Joint | None (or less than $1,001) |
| iShares Core MSCI Emerging Markets ETF | Fund | Joint | None (or less than $1,001) |
| Vanguard Consumer Staples Index Fund ETF Shares | Fund | Joint | None (or less than $1,001) |
| RI Health & Ed Bldg Corp | Bond | Joint | $15,001 - $50,000 |
| Baron International Growth Fund Institutional Shar | Fund | Joint | None (or less than $1,001) |
| Columbia Overseas Value Fund Institutional Class | Fund | Joint | None (or less than $1,001) |
| JPMorgan Small Cap Blend Fund Class I | Fund | Joint | None (or less than $1,001) |
| IAUiShares Gold Trust | Fund | Joint | None (or less than $1,001) |
| Calvert Small-Cap Fund Class I | Fund | Joint | None (or less than $1,001) |
| Columbia Dividend Income Fund Institutional Class | Fund | Joint | None (or less than $1,001) |
| SPDR Select Sector Fund - Industrial | Fund | Joint | None (or less than $1,001) |
| Vanguard Financials ETF | Fund | Joint | None (or less than $1,001) |
| Vanguard High Dividend Yield ETF | Fund | Joint | None (or less than $1,001) |
| Calvert Equity Fund Class I | Fund | Joint | $1,001 - $15,000 |
| Dws Enhanced Commodity Strategy Fund - Class Ins | Fund | Joint | None (or less than $1,001) |
| TAB Prod Co LLC (a holding of T Acq Ltd) | Other | Member | Unascertainable |
| TAB Prod Canada( a holding of T Acq Ltd) | Other | Member | Unascertainable |
| TAB Prod Europa (a holding of T Acq Ltd) | Other | Member | Unascertainable |
| TAB Prod PTY Ltd ( a holding of T Acq Ltd) | Other | Member | Unascertainable |
| Metropolitan West Total Return Bond Fund Plan Clas | Fund | Member | $15,001 - $50,000 |
| White Ranch Minerals, Ltd. | Other | Member | None (or less than $1,001) |
| T. Rowe Price Overseas Stock I | Fund | Member | $1,001 - $15,000 |
| Wells Fargo Market Deposit AC | Other | Member | $15,001 - $50,000 |
| PIMCO Total Return Fund Institutional Class | Fund | Member | $15,001 - $50,000 |
| Fidelity Advisor New Markets Income Fund Class Z | Fund | Member | $1,001 - $15,000 |
| iShares Core S&P Total U.S. Stock Market ETF | Fund | Member | $15,001 - $50,000 |
| iShares Russell 2000 ETF | Fund | Member | None (or less than $1,001) |
| Vanguard Mid-Cap ETF | Fund | Member | $15,001 - $50,000 |
| Baird Aggregate Bond Fund Institutional Class | Fund | Member | $50,001 - $100,000 |
| Dodge & Cox Stock Fund | Fund | Member | $1,001 - $15,000 |
| Undiscovered Managers Behavioral Value Fund - R6 | Fund | Member | None (or less than $1,001) |
| Pimco Commodityrealreturn Strategy Fund Institut | Fund | Member | None (or less than $1,001) |
| PGIM High Yield Fund Class R6 | Fund | Member | $1,001 - $15,000 |
| Tcw Emerging Markets Income Fund Plan Share | Fund | Member | $1,001 - $15,000 |
| Delaware Small Cap Core Fund Class R6 | Fund | Member | $1,001 - $15,000 |
| Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | Fund | Member | $15,001 - $50,000 |
| Touchstone Mid Cap Fund Class R6 | Fund | Member | $1,001 - $15,000 |
| Jensen Quality Growth Fund - Class Y Shares | Fund | Member | $1,001 - $15,000 |
| Rita D Sellar GST Exempt Trust | Other | Spouse | Unascertainable |
| H Yale TW Dolan Trust | Other | Spouse | Unascertainable |
| Sarah B TD Dolan Trust | Other | Spouse | Unascertainable |
| Thomas Dolan Trust | Other | Spouse | Unascertainable |
| Personal residence | Other | Joint | $1,000,001 - $5,000,000 |
| Bank of America | Other | Spouse | $100,001 - $250,000 |
| Morgan Stanley | Other | Member | $15,001 - $50,000 |
| GOOGLAlphabet Inc. - Class A Common Stock | Stock | Member | $15,001 - $50,000 |
| AMZNAmazon.com, Inc. - Common Stock | Stock | Member | $15,001 - $50,000 |
| AMGNAmgen Inc. - Common Stock | Stock | Member | $15,001 - $50,000 |
| ADIAnalog Devices, Inc. - Common Stock | Stock | Member | $15,001 - $50,000 |
| AAPLApple Inc. - Common Stock | Stock | Member | $100,001 - $250,000 |
| BACBank of America Corporation Common Stock | Stock | Member | $1,001 - $15,000 |
| KOCoca-Cola Company (The) Common Stock | Stock | Member | $15,001 - $50,000 |
| CAGConAgra Brands, Inc. Common Stock | Stock | Member | $1,001 - $15,000 |
| DHRDanaher Corporation Common Stock | Stock | Member | $15,001 - $50,000 |
| ESSEssex Property Trust, Inc. Common Stock | Stock | Member | $1,001 - $15,000 |
| HDHome Depot, Inc. (The) Common Stock | Stock | Member | $1,001 - $15,000 |
| HONHoneywell International Inc. - Common Stock | Stock | Member | $15,001 - $50,000 |
| IRIngersoll Rand Inc. Common Stock | Stock | Member | $1,001 - $15,000 |
| JNJJohnson & Johnson Common Stock | Stock | Member | $15,001 - $50,000 |
| JPMJP Morgan Chase & Co. Common Stock | Stock | Member | $15,001 - $50,000 |
| LRCXLam Research Corporation - Common Stock | Stock | Member | $15,001 - $50,000 |
| LMTLockheed Martin Corporation Common Stock | Stock | Member | $15,001 - $50,000 |
| MAMastercard Incorporated Common Stock | Stock | Member | $15,001 - $50,000 |
| MCDMcDonald's Corporation Common Stock | Stock | Member | $1,001 - $15,000 |
| METMetLife, Inc. Common Stock | Stock | Member | $1,001 - $15,000 |
| MSFTMicrosoft Corporation - Common Stock | Stock | Member | $50,001 - $100,000 |
| NVDANVIDIA Corporation - Common Stock | Stock | Member | $15,001 - $50,000 |
| PEPPepsiCo, Inc. - Common Stock | Stock | Member | $15,001 - $50,000 |
| PGProcter & Gamble Company (The) Common Stock | Stock | Member | $15,001 - $50,000 |
| RTXRaytheon Technologies Corporation Common Stock | Stock | Member | $15,001 - $50,000 |
| SBUXStarbucks Corporation - Common Stock | Stock | Member | $15,001 - $50,000 |
| ULUnilever PLC Common Stock | Stock | Member | $1,001 - $15,000 |
| UNHUnitedHealth Group Incorporated Common Stock (DE) | Stock | Member | $15,001 - $50,000 |
| VZVerizon Communications Inc. Common Stock | Stock | Member | $15,001 - $50,000 |
| VVisa Inc. | Stock | Member | $15,001 - $50,000 |
| WMTWalmart Inc. Common Stock | Stock | Member | $1,001 - $15,000 |
| DISWalt Disney Company (The) Common Stock | Stock | Member | $1,001 - $15,000 |
| SPDR Select Sector Fund - Health Care | Fund | Member | $1,001 - $15,000 |
| SPDR Select Sector Fund - Industrial | Fund | Member | $1,001 - $15,000 |
| Invesco QQQ Trust, Series 1 | Fund | Member | $1,001 - $15,000 |
| Vanguard Consumer Staples ETF | Fund | Member | $15,001 - $50,000 |
| Vanguard Div Appreciation ETF | Fund | Member | $1,001 - $15,000 |
| Vanguard Financials ETF | Fund | Member | $1,001 - $15,000 |
| Vanguard High Dividend Yield ETF | Fund | Member | $1,001 - $15,000 |
| Columbia Dividend Income Fund Class I | Fund | Member | $1,001 - $15,000 |
| T. Rowe Price Blue Chip Growth Fund Inc. | Fund | Member | $1,001 - $15,000 |
| The Communication Services Select Sector SPDR Fund | Fund | Member | None (or less than $1,001) |
| Jpmorgan Small Cap Blend Fund Class I | Fund | Member | None (or less than $1,001) |
| IAUishares Gold Trust | Fund | Member | None (or less than $1,001) |
| Morgan Stanley | Other | Spouse | $1,001 - $15,000 |
| GOOGLAlphabet Inc. - Class A Common Stock | Stock | Spouse | $15,001 - $50,000 |
| AMZNAmazon.com, Inc. - Common Stock | Stock | Spouse | $15,001 - $50,000 |
| AMGNAmgen Inc. - Common Stock | Stock | Spouse | $15,001 - $50,000 |
| ADIAnalog Devices, Inc. - Common Stock | Stock | Spouse | $15,001 - $50,000 |
| AAPLApple Inc. - Common Stock | Stock | Spouse | $100,001 - $250,000 |
| BACBank of America Corporation Common Stock | Stock | Spouse | $1,001 - $15,000 |
| KOCoca-Cola Company (The) Common Stock | Stock | Spouse | $15,001 - $50,000 |
| CAGConAgra Brands, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| DHRDanaher Corporation Common Stock | Stock | Spouse | $15,001 - $50,000 |
| ESSEssex Property Trust, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| HDHome Depot, Inc. (The) Common Stock | Stock | Spouse | $1,001 - $15,000 |
| HONHoneywell International Inc. - Common Stock | Stock | Spouse | $15,001 - $50,000 |
| IRIngersoll Rand Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| JNJJohnson & Johnson Common Stock | Stock | Spouse | $15,001 - $50,000 |
| JPMJP Morgan Chase & Co. Common Stock | Stock | Spouse | $15,001 - $50,000 |
| LRCXLam Research Corporation - Common Stock | Stock | Spouse | $15,001 - $50,000 |
| LMTLockheed Martin Corporation Common Stock | Stock | Spouse | $15,001 - $50,000 |
| MAMastercard Incorporated Common Stock | Stock | Spouse | $15,001 - $50,000 |
| MCDMcDonald's Corporation Common Stock | Stock | Spouse | $1,001 - $15,000 |
| METMetLife, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| MSFTMicrosoft Corporation - Common Stock | Stock | Spouse | $50,001 - $100,000 |
| NVDANVIDIA Corporation - Common Stock | Stock | Spouse | $15,001 - $50,000 |
| PEPPepsiCo, Inc. - Common Stock | Stock | Spouse | $15,001 - $50,000 |
| PGProcter & Gamble Company (The) Common Stock | Stock | Spouse | $15,001 - $50,000 |
| RTXRaytheon Technologies Corporation Common Stock | Stock | Spouse | $15,001 - $50,000 |
| SBUXStarbucks Corporation - Common Stock | Stock | Spouse | $15,001 - $50,000 |
| ULUnilever PLC Common Stock | Stock | Spouse | $1,001 - $15,000 |
| UNHUnitedHealth Group Incorporated Common Stock (DE) | Stock | Spouse | $15,001 - $50,000 |
| VZVerizon Communications Inc. Common Stock | Stock | Spouse | $15,001 - $50,000 |
| VVisa Inc. | Stock | Spouse | $15,001 - $50,000 |
| WMTWalmart Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| DISWalt Disney Company (The) Common Stock | Stock | Spouse | $1,001 - $15,000 |
| SPDR Select Sector Fund - Health Care | Fund | Spouse | $1,001 - $15,000 |
| SPDR Select Sector Fund - Industrial | Fund | Spouse | $1,001 - $15,000 |
| Invesco QQQ Trust, Series 1 | Fund | Spouse | $1,001 - $15,000 |
| IAUishares Gold Trust | Fund | Spouse | $1,001 - $15,000 |
| Vanguard Consumer Staples ETF | Fund | Spouse | $15,001 - $50,000 |
| Vanguard Div Appreciation ETF | Fund | Spouse | $1,001 - $15,000 |
| Vanguard Financials ETF | Fund | Spouse | $1,001 - $15,000 |
| Vanguard High Dividend Yield ETF | Fund | Spouse | $1,001 - $15,000 |
| Columbia Dividend Income Fund Class I | Fund | Spouse | $1,001 - $15,000 |
| T. Rowe Price Blue Chip Growth Fund Inc. | Fund | Spouse | $1,001 - $15,000 |
| The Communication Services Select Sector SPDR Fund | Fund | Spouse | None (or less than $1,001) |
| Jpmorgan Small Cap Blend Fund Class I | Fund | Spouse | None (or less than $1,001) |
| American Funds Growth Portfolio Class 529-A | Fund | Spouse | $1,001 - $15,000 |
How reports are read: holdings methodology.