29trades · $428K est.
0%
disclosed on time · 29 late, worst 74d over
$4.4Mest. assets · Annual (2026)
Since nomination
Nominee 278 (01/10/2025) vs Annual (2026)Divested
41 positions · $1.8M est. · largest 20 shown| Asset | Account | Owner | Value at nomination |
|---|---|---|---|
| Vanguard Target Retirement 2050 Fund Investor Class Shares VFIFX | Spouse's assets | Spouse | $500K – $1M |
| Vanguard Target Retirement 2045 Fund Investor Class Shares VTIVX | Employment assets | Self | $250K – $500K |
| MFS Blended Research International Equity Fund Class R6 Shares BRXVX | Spouse's assets | Spouse | $100K – $250K |
| Alerian MLP ETF AMLP | Employment assets | Self | $15K – $50K |
| Unit First Trust Innovative Technology 38 | Employment assets | Self | $15K – $50K |
| Alphabet, Inc. GOOG | Spouse's assets | Spouse | $15K – $50K |
| Apple, Inc. AAPL | Spouse's assets | Spouse | $15K – $50K |
| Blackstone Inc. Common Stock BX | Spouse's assets | Spouse | $15K – $50K |
| JPMorgan Chase & Co. JPM | Spouse's assets | Spouse | $15K – $50K |
| KKR & Co., Inc. KKR | Spouse's assets | Spouse | $15K – $50K |
| Oracle Corp. ORCL | Spouse's assets | Spouse | $15K – $50K |
| The PNC Financial Services Group, Inc. PNC | Spouse's assets | Spouse | $15K – $50K |
| T-Mobile US, Inc. TMUS | Spouse's assets | Spouse | $15K – $50K |
| Ares Capital Corporation Common Stock ARCC | Spouse's assets | Spouse | $15K – $50K |
| U.S. bank (cash) | Employment assets | Self | $1K – $15K |
| U.S. bank (cash) | Spouse's assets | Spouse | $1K – $15K |
| Advanced Micro Devices, Inc. AMD | Spouse's assets | Spouse | $1K – $15K |
| Amazon.com, Inc. AMZN | Spouse's assets | Spouse | $1K – $15K |
| Chubb Ltd. CB | Spouse's assets | Spouse | $1K – $15K |
| Costco Wholesale Corp. COST | Spouse's assets | Spouse | $1K – $15K |
Still holds
9 positions · $3M est.| Asset | Account | Owner | At nomination | Latest value |
|---|---|---|---|---|
| U.S. bank #2 (cash) | Other assets | — | $50K – $100K | Over $1M |
| Avantis US Equity ETF AVUS | Spouse's assets | Spouse | $50K – $100K | $500K – $1M |
| Avantis US Small Cap Value ETF AVUV | Spouse's assets | Spouse | $50K – $100K | $500K – $1M |
| U.S. bank #1 (cash) | Other assets | — | $15K – $50K | $100K – $250K |
| JPMorgan Equity Premium Income ETF JPMorgan Equity Premium Income ETF JEPI | Employment assets | Self | $100K – $250K | $100K – $250K |
| Apollo Diversified Real Est M GMREX | Spouse's assets | Spouse | $50K – $100K | $50K – $100K |
| Bitcoin | Other assets | — | $15K – $50K | $15K – $50K |
| U.S. bank #3 (cash) | Other assets | — | $1K – $15K | $15K – $50K |
| U.S. bank (cash) | Employment assets | Self | $1K – $15K | Under $1K |
New positions
8 positions · $1.5M est.| Asset | Account | Owner | Latest value |
|---|---|---|---|
| Invesco QQQ Trust, Series 1 QQQ | Spouse's assets | Spouse | $250K – $500K |
| SPDR S&P 500 ETF Trust SPY | Spouse's assets | Spouse | $250K – $500K |
| Invesco QQQ Trust, Series 1 QQQ | Employment assets | Self | $100K – $250K |
| Invesco QQQ Trust, Series 1 QQQ | Employment assets | Self | $100K – $250K |
| SPDR S&P 500 ETF Trust SPY | Employment assets | Self | $100K – $250K |
| SPDR S&P 500 ETF Trust SPY | Employment assets | Self | $100K – $250K |
| Bitcoin | Other assets | — | $1K – $15K |
| SPDR S&P 500 ETF Trust SPY | Employment assets | Self | Under $1K |
Positions are matched between the two reports by exact name, first within the same account, then across accounts, then by ticker; rows matching nothing are listed as divested or new. Estimates are band midpoints.
Stock trades
| Asset | Type | Amount | Owner | Traded | Disclosed |
|---|---|---|---|---|---|
| MS Morgan Stanley | Sell | $1K – $15K | Self | Apr 1, 2025 | 21d late filing ↗ |
| V Visa, Inc. | Sell | $1K – $15K | Self | Mar 24, 2025 | 29d late filing ↗ |
| COST Costco Wholesale Corp. | Sell | $1K – $15K | Self | Mar 24, 2025 | 29d late filing ↗ |
| ORCL Oracle Corp. | Sell | $15K – $50K | Self | Mar 24, 2025 | 29d late filing ↗ |
| ARCC Ares Capital Corporation Common Stock | Sell | $15K – $50K | Self | Mar 24, 2025 | 29d late filing ↗ |
| AMZN Amazon.com, Inc. | Sell | $15K – $50K | Self | Mar 24, 2025 | 29d late filing ↗ |
| JPM JPMorgan Chase & Co. | Sell | $1K – $15K | Self | Mar 24, 2025 | 29d late filing ↗ |
| TMUS T-Mobile US, Inc. | Sell | $15K – $50K | Self | Mar 24, 2025 | 29d late filing ↗ |
| MDLZ Mondelez International, Inc. | Sell | $1K – $15K | Self | Mar 24, 2025 | 29d late filing ↗ |
| MA Mastercard, Inc. | Sell | $1K – $15K | Self | Mar 24, 2025 | 29d late filing ↗ |
| GOOG Alphabet, Inc. | Sell | $15K – $50K | Self | Mar 24, 2025 | 29d late filing ↗ |
| CB Chubb Ltd. | Sell | $1K – $15K | Self | Mar 24, 2025 | 29d late filing ↗ |
| LH Laboratory Corp. of America Holdings | Sell | $1K – $15K | Self | Mar 24, 2025 | 29d late filing ↗ |
| TT Trane Technologies plc | Sell | $1K – $15K | Self | Mar 24, 2025 | 29d late filing ↗ |
| AMD Advanced Micro Devices, Inc. | Sell | $1K – $15K | Self | Mar 24, 2025 | 29d late filing ↗ |
| AAPL Apple, Inc. | Sell | $15K – $50K | Self | Mar 24, 2025 | 29d late filing ↗ |
| DHR Danaher Corp. | Sell | $1K – $15K | Self | Mar 24, 2025 | 29d late filing ↗ |
| IBM International Business Machines Corp. | Sell | $1K – $15K | Self | Mar 24, 2025 | 29d late filing ↗ |
| LOW Lowe's Cos., Inc. | Sell | $1K – $15K | Self | Mar 24, 2025 | 29d late filing ↗ |
| MSFT Microsoft Corp. | Sell | $1K – $15K | Self | Mar 24, 2025 | 29d late filing ↗ |
| PNC The PNC Financial Services Group, Inc. | Sell | $1K – $15K | Self | Mar 24, 2025 | 29d late filing ↗ |
| PEP PepsiCo, Inc. | Sell | $1K – $15K | Self | Mar 24, 2025 | 29d late filing ↗ |
| TMO Thermo Fisher Scientific, Inc. | Sell | $1K – $15K | Self | Mar 24, 2025 | 29d late filing ↗ |
| WMT Walmart, Inc. | Sell | $1K – $15K | Self | Mar 24, 2025 | 29d late filing ↗ |
| LMT Lockheed Martin Corp. | Sell | $1K – $15K | Self | Feb 7, 2025 | 74d late filing ↗ |
| HON Honeywell International, Inc. | Sell | $1K – $15K | Self | Feb 7, 2025 | 74d late filing ↗ |
| BX Blackstone Inc. Common Stock | Sell | $15K – $50K | Self | Feb 7, 2025 | 74d late filing ↗ |
| KKR KKR & Co., Inc. | Sell | $15K – $50K | Self | Feb 7, 2025 | 74d late filing ↗ |
| NOC Northrop Grumman Corp. | Sell | $1K – $15K | Self | Feb 7, 2025 | 74d late filing ↗ |
Asset holdings
Annual (2026) · filed —All positions
26 positions| Asset | Owner | Value | Income |
|---|---|---|---|
| SEP IRA | Self | — | — |
| U.S. bank (cash) | Self | Under $1K | — |
| SPDR S&P 500 ETF Trust SPY | Self | Under $1K | — |
| IRA 1 | Self | — | — |
| Invesco QQQ Trust, Series 1 QQQ | Self | $100K – $250K | $201 – $1K |
| JPMorgan Equity Premium Income ETF JPMorgan Equity Premium Income ETF JEPI | Self | $100K – $250K | $5K – $15K |
| SPDR S&P 500 ETF Trust SPY | Self | $100K – $250K | $1K – $2.5K |
| IRA 2 | Self | — | — |
| Invesco QQQ Trust, Series 1 QQQ | Self | $100K – $250K | $201 – $1K |
| SPDR S&P 500 ETF Trust SPY | Self | $100K – $250K | $1K – $2.5K |
| Rollover IRA 1 | Spouse | — | — |
| Avantis US Equity ETF AVUS | Spouse | $500K – $1M | $5K – $15K |
| Avantis US Small Cap Value ETF AVUV | Spouse | $500K – $1M | $5K – $15K |
| Invesco QQQ Trust, Series 1 QQQ | Spouse | $250K – $500K | $1K – $2.5K |
| SPDR S&P 500 ETF Trust SPY | Spouse | $250K – $500K | $5K – $15K |
| Rollover IRA 2 | Spouse | — | — |
| Apollo Diversified Real Est M GMREX | Spouse | $50K – $100K | $5K – $15K |
| America First Policy Institute | Spouse | — | consulting |
| Watchtower | Spouse | — | consulting |
| Morrison Cohen LLC | Spouse | — | consulting |
| Coinbase wallet | — | — | — |
| Bitcoin | — | $15K – $50K | Capital Gains · $2.5K – $5K |
| Bitcoin | — | $1K – $15K | Capital Gains · $201 – $1K |
| U.S. bank #1 (cash) | — | $100K – $250K | Interest |
| U.S. bank #2 (cash) | — | Over $1M | Interest |
| U.S. bank #3 (cash) | — | $15K – $50K | Interest |
Values and income are the ranges the filer discloses, normalized to one form. Hover a value for the string as filed. Rows marked *** carry that marker in the filing itself, with no legend: each one is a foreign-domiciled issuer or a Reg S note.