21trades · $2.5M est.
62%
disclosed on time · 8 late, worst 11d over
$1.8Mest. assets · Annual (2026)
Since nomination
Nominee 278 (03/19/2025) vs Annual (2026)Divested
16 positions · $1.3M est.| Asset | Account | Owner | Value at nomination |
|---|---|---|---|
| NextEra Energy, Inc. (NEE); Unvested Shares Restricted Stock | Employment assets | Self | $500K – $1M |
| NextEra Energy, Inc. (NEE); Unvested Performance Share Awards (restricted stock units) | Employment assets | Self | $250K – $500K |
| NextEra Energy Stock ESOP Units; Vested balance | Employment assets | Self | $15K – $50K |
| NextEra Energy Stock ESOP Units; Unvested balance | Employment assets | Self | $15K – $50K |
| NextEra Energy Defined Contribution Supplemental Executive Retirement Plan (DCSERP) - Non-Vested | Employment assets | Self | $15K – $50K |
| AMZN - Amazon Stock | Other assets | — | $15K – $50K |
| NFLX - Netflix Stock | Other assets | — | $15K – $50K |
| XPLR Infrastructure LP (XIFR; Formerly NextEra Energy Partners NEP); Unvested Shares - Restricted Stock | Employment assets | Self | $1K – $15K |
| NextEra Energy, Inc. HSA: U.S. bank #1 (cash) | Employment assets | Self | $1K – $15K |
| NextEra Energy, Inc. Defined Benefit Supplemental Executive Retirement Plan (SERP) - Non-Vested | Employment assets | Self | $1K – $15K |
| XPLR Infrastructure LP (XIFR - Formerly NextEra Energy Partners - NEP) | Employment assets | Self | $1K – $15K |
| AAPL - Apple Stock | Other assets | — | $1K – $15K |
| Citigroup, Inc. C | Other assets | — | Under $1K |
| Snap, Inc. SNAP | Other assets | — | Under $1K |
| Roku, Inc. ROKU | Other assets | — | Under $1K |
| Rivian Automotive Inc. Class A Common Stock RIVN | Other assets | — | Under $1K |
Still holds
14 positions · $1.7M est.| Asset | Account | Owner | At nomination | Latest value |
|---|---|---|---|---|
| Residential real estate, Alexandria, VA | Other assets | — | $250K – $500K | $250K – $500K |
| Vanguard 500 Index Fund Admiral Shares VFIAX | Other assets | — | $100K – $250K | $250K – $500K |
| FXAIX - Fidelity 500 Index Fund | Other assets | — | $50K – $100K | $250K – $500K |
| U.S. bank account (cash accounts) | Other assets | — | $500K – $1M | $100K – $250K |
| Vanguard Target Retirement 2045 Fund Investor Class Shares VTIVX | Employment assets | Self | $15K – $50K | $100K – $250K |
| T Rowe Price Large-Cap Growth Fund TRLGX | Employment assets | Self | $50K – $100K | $50K – $100K |
| JPMorgan Equity Income Fund Class R6 Shares OIEJX | Employment assets | Self | $50K – $100K | $50K – $100K |
| Vanguard Target Retirement 2065 Fund Investor Class Shares VLXVX | Employment assets | Self | $15K – $50K | $15K – $50K |
| NextEra Energy, Inc., cash balance employee pension plan | Employment assets | Self | $15K – $50K | $15K – $50K |
| WMT - Wal-mart Stock | Other assets | — | $15K – $50K | $15K – $50K |
| COST - Costco Stock | Other assets | — | $1K – $15K | $1K – $15K |
| HD - Home Depot Stock | Other assets | — | $1K – $15K | $1K – $15K |
| Spotify Technology S.A. Ordinary Shares SPOT | Other assets | — | $1K – $15K | $1K – $15K |
| NextEra Energy, Inc. NEE oversight | Employment assets | Self | $250K – $500K | Under $1K |
New positions
4 positions · $9.5K est.| Asset | Account | Owner | Latest value |
|---|---|---|---|
| NextEra Energy, Inc. HSA: U.S. bank #1 | Employment assets | Self | $1K – $15K |
| Apple, Inc. AAPL | Other assets | — | Under $1K |
| Amazon.com, Inc. AMZN | Other assets | — | Under $1K |
| Netflix, Inc. NFLX | Other assets | — | 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 |
|---|---|---|---|---|---|
| FXAIX Fidelity 500 Index Fund | Buy | $15K – $50K | Self | Aug 6, 2025 | filing ↗ |
| NFLX Netflix, Inc. | Sell | $15K – $50K | Self | Aug 6, 2025 | filing ↗ |
| AAPL Apple, Inc. | Sell | $1K – $15K | Self | Aug 6, 2025 | filing ↗ |
| FXAIX Fidelity 500 Index Fund | Buy | $15K – $50K | Self | Aug 1, 2025 | filing ↗ |
| AMZN Amazon.com, Inc. | Sell | $15K – $50K | Self | Jul 31, 2025 | filing ↗ |
| VFIAX Vanguard 500 Index Fund Admiral Shares | Buy | $100K – $250K | Self | Jul 22, 2025 | filing ↗ |
| VTIVX Vanguard Target Retirement 2045 Fund Investor Class Shares | Buy | $50K – $100K | Self | Jul 22, 2025 | filing ↗ |
| NextEra Energy Stock ESOP Units; Vested balance | Sell | $50K – $100K | Self | Jul 22, 2025 | filing ↗ |
| NEE NextEra Energy, Inc. | Sell | $100K – $250K | Self | Jul 22, 2025 | filing ↗ |
| NEE NextEra Energy, Inc. (option strike price $75.69) | Buy | $100K – $250K | Self | Jul 22, 2025 | filing ↗ |
| NEE NextEra Energy, Inc. | Sell | $100K – $250K | Self | Jul 22, 2025 | filing ↗ |
| NEE NextEra Energy, Inc. (option strike price $75.38) | Buy | $100K – $250K | Self | Jul 22, 2025 | filing ↗ |
| VFIAX Vanguard 500 Index Fund Admiral Shares | Buy | $100K – $250K | Self | Jul 18, 2025 | 3d late filing ↗ |
| FXAIX Fidelity 500 Index Fund | Buy | $100K – $250K | Self | Jul 18, 2025 | 3d late filing ↗ |
| NEE NextEra Energy, Inc. | Sell | $100K – $250K | Self | Jul 18, 2025 | 3d late filing ↗ |
| NEE NextEra Energy, Inc. (option strike price $73.12) | Buy | $100K – $250K | Self | Jul 18, 2025 | 3d late filing ↗ |
| NEE NextEra Energy, Inc. | Sell | $250K – $500K | Self | Jul 14, 2025 | 7d late filing ↗ |
| XIFR XPLR Infrastructure LP (Formerly NextEra Energy Partners - NEP) | Sell | $1K – $15K | Self | Jul 11, 2025 | 10d late filing ↗ |
| NEE NextEra Energy, Inc. | Sell | $100K – $250K | Self | Jul 10, 2025 | 11d late filing ↗ |
| NEE NextEra Energy, Inc. (option strike price $57.27) | Buy | $50K – $100K | Self | Jul 10, 2025 | 11d late filing ↗ |
| AMZN Amazon.com, Inc. | Sell | $1K – $15K | Self | Aug 13, 2020 | filing ↗ |
Asset holdings
Annual (2026) · filed —All positions
22 positions| Asset | Owner | Value | Income |
|---|---|---|---|
| NextEra Employee Retirement Savings Plan (401k) | Self | — | — |
| T Rowe Price Large-Cap Growth Fund TRLGX | Self | $50K – $100K | — |
| Vanguard Target Retirement 2065 Fund Investor Class Shares VLXVX | Self | $15K – $50K | — |
| Vanguard Target Retirement 2045 Fund Investor Class Shares VTIVX | Self | $100K – $250K | — |
| JPMorgan Equity Income Fund Class R6 Shares OIEJX | Self | $50K – $100K | — |
| NextEra Energy, Inc. Employee Pension Plan | Self | — | — |
| NextEra Energy, Inc., cash balance employee pension plan | Self | $15K – $50K | — |
| NextEra Energy, Inc. | Self | — | Salary/Bonus · $682.6K |
| NextEra Energy, Inc. HSA: U.S. bank #1 | Self | $1K – $15K | — |
| NextEra Energy, Inc. NEE oversight | Self | Under $1K | Capital Gains · $100K – $1M |
| U.S. bank account (cash accounts) | — | $100K – $250K | — |
| U.S. Brokerage Account | — | — | — |
| COST - Costco Stock | — | $1K – $15K | — |
| FXAIX - Fidelity 500 Index Fund | — | $250K – $500K | — |
| HD - Home Depot Stock | — | $1K – $15K | — |
| WMT - Wal-mart Stock | — | $15K – $50K | — |
| Vanguard 500 Index Fund Admiral Shares VFIAX | — | $250K – $500K | $201 – $1K |
| Spotify Technology S.A. Ordinary Shares SPOT | — | $1K – $15K | — |
| Residential real estate, Alexandria, VA | — | $250K – $500K | Rent or Royalties · $15K – $50K |
| Apple, Inc. AAPL | — | Under $1K | Capital Gains · $5K – $15K |
| Amazon.com, Inc. AMZN | — | Under $1K | Capital Gains · $15K – $50K |
| Netflix, Inc. NFLX | — | Under $1K | Capital Gains · $15K – $50K |
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.