33trades · $264K est.
100%
disclosed on time
$1.9Mest. assets · Annual (2026)
Since nomination
Nominee 278 (07/14/2026) vs Annual (2026)Still holds
26 positions · $1.9M est.| Asset | Account | Owner | At nomination | Latest value |
|---|---|---|---|---|
| Gunster Moderate Fund | Employment assets | Self | $500K – $1M | $500K – $1M |
| Fidelity Freedom 2055 FDEEX | Spouse's assets | Spouse | $250K – $500K | $250K – $500K |
| US bank #2 (cash) | Other assets | — | $100K – $250K | $100K – $250K |
| Vanguard Total Stock Market Index Admiral Shares | Other assets | — | $100K – $250K | $100K – $250K |
| Vanguard Total Stock Market Index Admiral Shares | Other assets | — | $100K – $250K | $100K – $250K |
| Vanguard S&P 500 ETF VOO | Other assets | — | $50K – $100K | $50K – $100K |
| Vanguard Federal Money Market Fund Investor Shares VMFXX | Employment assets | Self | $15K – $50K | $15K – $50K |
| US bank #4 (cash) | Other assets | — | $15K – $50K | $15K – $50K |
| Gunster, Yoakley & Stewart PA HSA: U.S. bank #1 (cash) | Employment assets | Self | $1K – $15K | $1K – $15K |
| Dia - State Street SPDR Dow Jones Industrial Averageetf Trust | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| HDV(cid:9)- ISHARES CORE HIGH DIVIDEND ETF | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| IJR(cid:9)- ISHARES CORE S&P SMALL-CAP ETF | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| NOBL(cid:9)- PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| RSP(cid:9)- INVESCO S&P 500 EQUAL WEIGHT ETF | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| SCHD(cid:9)- SCHWAB U.S. DIVIDEND EQUITY ETF | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| SPHB(cid:9)- INVESCO S&P 500 HIGH BETA ETF | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| SPY(cid:9)- STATE STREET SPDR S&P 500 ETF TRUST | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| XLI(cid:9)- STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| XLK(cid:9)- STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| XLY(cid:9)- STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| US bank #1 (cash) | Other assets | — | $1K – $15K | $1K – $15K |
| Vanguard Target Enrollment 2040/2041 Portfolio | Other assets | — | $1K – $15K | $1K – $15K |
| 2042 Portfolio | Other assets | — | $1K – $15K | $1K – $15K |
| Schwab STRATEGI/US Broad MKT E | Other assets | — | $1K – $15K | $1K – $15K |
| Vanguard Total Stock Market Index Fund Investor Shares VTI | Other assets | — | $1K – $15K | $1K – $15K |
| 2042 Portfolio | Other assets | — | $1K – $15K | $1K – $15K |
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 |
|---|---|---|---|---|---|
| WMB The Williams Cos., Inc. | Sell | $1K – $15K | Self | Mar 28, 2025 | filing ↗ |
| WSO Watsco, Inc. | Sell | $1K – $15K | Self | Mar 28, 2025 | filing ↗ |
| TSCO Tractor Supply Co. | Sell | $1K – $15K | Self | Mar 28, 2025 | filing ↗ |
| SHW The Sherwin-Williams Co. | Sell | $1K – $15K | Self | Mar 28, 2025 | filing ↗ |
| PG Procter & Gamble Co. | Sell | $1K – $15K | Self | Mar 28, 2025 | filing ↗ |
| NEE NextEra Energy, Inc. | Sell | $1K – $15K | Self | Mar 28, 2025 | filing ↗ |
| MSFT Microsoft Corp. | Sell | $1K – $15K | Self | Mar 28, 2025 | filing ↗ |
| META Meta Platforms Inc. Class A Common Stock | Sell | $1K – $15K | Self | Mar 28, 2025 | filing ↗ |
| MCD McDonald's Corp. | Sell | $1K – $15K | Self | Mar 28, 2025 | filing ↗ |
| LOW Lowe's Cos., Inc. | Sell | $1K – $15K | Self | Mar 28, 2025 | filing ↗ |
| LMT Lockheed Martin Corp. | Sell | $1K – $15K | Self | Mar 28, 2025 | filing ↗ |
| LIN Linde Plc | Sell | $1K – $15K | Self | Mar 28, 2025 | filing ↗ |
| LRCX Lam Research Corp. | Sell | $1K – $15K | Self | Mar 28, 2025 | filing ↗ |
| LHX L3Harris Technologies, Inc. | Sell | $1K – $15K | Self | Mar 28, 2025 | filing ↗ |
| KLAC KLA Corp. | Sell | $1K – $15K | Self | Mar 28, 2025 | filing ↗ |
| JPM JPMorgan Chase & Co. | Sell | $1K – $15K | Self | Mar 28, 2025 | filing ↗ |
| JCI Johnson Controls International Plc | Sell | $1K – $15K | Self | Mar 28, 2025 | filing ↗ |
| HD The Home Depot, Inc. | Sell | $1K – $15K | Self | Mar 28, 2025 | filing ↗ |
| GD General Dynamics Corp. | Sell | $1K – $15K | Self | Mar 28, 2025 | filing ↗ |
| CMI Cummins, Inc. | Sell | $1K – $15K | Self | Mar 28, 2025 | filing ↗ |
| FITB Fifth Third Bancorp | Sell | $1K – $15K | Self | Mar 28, 2025 | filing ↗ |
| CVX Chevron Corp. | Sell | $1K – $15K | Self | Mar 28, 2025 | filing ↗ |
| XLE Energy Select Sector SPDR Fund | Sell | $1K – $15K | Self | Mar 28, 2025 | filing ↗ |
| AVGO Broadcom Limited Shares | Sell | $1K – $15K | Self | Mar 28, 2025 | filing ↗ |
| BAC Bank of America Corp. | Sell | $1K – $15K | Self | Mar 28, 2025 | filing ↗ |
| RCEL Avita Medical Inc. Common Stock | Sell | $1K – $15K | Self | Mar 28, 2025 | filing ↗ |
| ADP Automatic Data Processing, Inc. | Sell | $1K – $15K | Self | Mar 28, 2025 | filing ↗ |
| MO Altria Group, Inc. | Sell | $1K – $15K | Self | Mar 28, 2025 | filing ↗ |
| AMGN Amgen Inc. | Sell | $1K – $15K | Self | Mar 28, 2025 | filing ↗ |
| AMZN Amazon.com, Inc. | Sell | $1K – $15K | Self | Mar 28, 2025 | filing ↗ |
| ABBV AbbVie, Inc. | Sell | $1K – $15K | Self | Mar 28, 2025 | filing ↗ |
| ABT Abbott Laboratories | Sell | $1K – $15K | Self | Mar 28, 2025 | filing ↗ |
| AAPL Apple, Inc. | Sell | $1K – $15K | Self | Mar 28, 2025 | filing ↗ |
Asset holdings
Annual (2026) · filed —All positions
47 positions| Asset | Owner | Value | Income |
|---|---|---|---|
| Gunster, Yoakley & Stewart PA, 401(k) plan: | Self | — | — |
| Gunster Moderate Fund | Self | $500K – $1M | — |
| SDIT World Equity Ex-US Fund Class A Shares (WEUSX) (value not readily ascertainable) | Self | — | — |
| SDIT US Equity Factor Allocation Fund Class A Shares (SEHAX) (value not readily ascertainable) | Self | — | — |
| SSgA S&P 500 Index Non-Lend K (value not readily ascertainable) | Self | — | — |
| SDIT Dynamic Asset Allocation Fund Class A Shares (SDLAX) (value not readily ascertainable) | Self | — | — |
| State Street Small/Mid Cap Equity Index Fund Class K Shares (SSMKX) (value not readily ascertainable) | Self | — | — |
| SDIT Core Fixed Income Fund Class A Shares (SCOAX) (value not readily ascertainable) | Self | — | — |
| SDIT High Yield Bond Fund Class A Shares (SGYAX) (value not readily ascertainable) | Self | — | — |
| SDIT Multi-Asset Real Return Fund Class A Shares (SEIAX) (value not readily ascertainable) | Self | — | — |
| SDIT Emerging Markets Debt Fund Class A Shares (SEDAX) (value not readily ascertainable) | Self | — | — |
| Roth IRA | Self | — | — |
| Vanguard Federal Money Market Fund Investor Shares VMFXX | Self | $15K – $50K | — |
| Gunster, Yoakley & Stewart PA HSA: U.S. bank #1 (cash) | Self | $1K – $15K | — |
| American Forest & Paper Association | Spouse | — | salary |
| American Forest & Paper Association Savings Plan | Spouse | — | — |
| Fidelity Freedom 2055 FDEEX | Spouse | $250K – $500K | — |
| Roth IRA | Spouse | — | — |
| Dia - State Street SPDR Dow Jones Industrial Averageetf Trust | Spouse | $1K – $15K | — |
| HDV(cid:9)- ISHARES CORE HIGH DIVIDEND ETF | Spouse | $1K – $15K | — |
| IJR(cid:9)- ISHARES CORE S&P SMALL-CAP ETF | Spouse | $1K – $15K | — |
| NOBL(cid:9)- PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | Spouse | $1K – $15K | — |
| RSP(cid:9)- INVESCO S&P 500 EQUAL WEIGHT ETF | Spouse | $1K – $15K | — |
| SCHD(cid:9)- SCHWAB U.S. DIVIDEND EQUITY ETF | Spouse | $1K – $15K | — |
| SPHB(cid:9)- INVESCO S&P 500 HIGH BETA ETF | Spouse | $1K – $15K | — |
| SPY(cid:9)- STATE STREET SPDR S&P 500 ETF TRUST | Spouse | $1K – $15K | — |
| XLI(cid:9)- STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | Spouse | $1K – $15K | — |
| XLK(cid:9)- STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | Spouse | $1K – $15K | — |
| XLY(cid:9)- STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | Spouse | $1K – $15K | — |
| Converge Public Strategies | Spouse | — | salary |
| US bank #1 (cash) | — | $1K – $15K | — |
| US bank #2 (cash) | — | $100K – $250K | Interest · $5K – $15K |
| US bank #4 (cash) | — | $15K – $50K | — |
| DC 529 Plan | — | — | — |
| Vanguard Target Enrollment 2040/2041 Portfolio | — | $1K – $15K | — |
| Virginia 529 #1 | — | — | — |
| 2042 Portfolio | — | $1K – $15K | — |
| Brokerage account #1 | — | — | — |
| Schwab STRATEGI/US Broad MKT E | — | $1K – $15K | $1K – $2.5K |
| Vanguard S&P 500 ETF VOO | — | $50K – $100K | $1K – $2.5K |
| Vanguard Total Stock Market Index Fund Investor Shares VTI | — | $1K – $15K | $1K – $2.5K |
| Brokerage account #2 | — | — | — |
| Vanguard Total Stock Market Index Admiral Shares | — | $100K – $250K | $1K – $2.5K |
| Brokerage Account #3 | — | — | — |
| Vanguard Total Stock Market Index Admiral Shares | — | $100K – $250K | $1K – $2.5K |
| Virginia 529 #2 | — | — | — |
| 2042 Portfolio | — | $1K – $15K | — |
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.