8trades · $211K est.
88%
disclosed on time · 1 late, worst 87d over
$3.7Mest. assets · Annual (2026)
Since nomination
Nominee 278 (01/14/2025) vs Annual (2026)Divested
10 positions · $251.5K est.| Asset | Account | Owner | Value at nomination |
|---|---|---|---|
| Amazon.com, Inc. AMZN | Employment assets | Self | $15K – $50K |
| Berkshire Hathaway Inc. BRKB | Employment assets | Self | $15K – $50K |
| Alphabet, Inc. GOOGL | Employment assets | Self | $15K – $50K |
| Microsoft Corp. MSFT | Employment assets | Self | $15K – $50K |
| Berkshire Hathaway Inc. BRKB | Employment assets | Self | $15K – $50K |
| Baird Small/Mid Cap Growth Fund Institutional Class Shares BSGIX | Employment assets | Self | $15K – $50K |
| Eventide Gilead Fund Class I Shares ETILX | Employment assets | Self | $15K – $50K |
| Zillow Group, Inc. Z | Employment assets | Self | $1K – $15K |
| Alphabet, Inc. GOOGL | Employment assets | Self | $1K – $15K |
| First EagleGlobal Fund Class A Shares SGENX | Spouse's assets | Spouse | $1K – $15K |
Still holds
32 positions · $3.4M est. · largest 20 shown| Asset | Account | Owner | At nomination | Latest value |
|---|---|---|---|---|
| Bert Belle/Pete Rozelle NFL Player Retirement Plan, defined benefit plan. Eligible for $4,950.00 per month at age 55 | Employment assets | Self | $500K – $1M | $500K – $1M |
| NFL Player Annuity Program | Employment assets | Self | $500K – $1M | $500K – $1M |
| U.S. bank (cash) | Other assets | — | $250K – $500K | $250K – $500K |
| Schwab US Broad Market ETF SCHB | Employment assets | Self | $100K – $250K | $100K – $250K |
| Baron Partners Fund Institutional Class Shares BPTIX | Employment assets | Self | $100K – $250K | $100K – $250K |
| Gene Upshaw NFL Player Health Reimbursement Account (HRA): U.S. bank (cash): | Employment assets | Self | $100K – $250K | $100K – $250K |
| Schwab S&P 500 Index Fund SWPPX | Employment assets | Self | $15K – $50K | $100K – $250K |
| SPDR Dow Jones Industrial Average ETF Trust DIA | Employment assets | Self | $50K – $100K | $50K – $100K |
| iShares Russell 2000 ETF IWM | Employment assets | Self | $50K – $100K | $50K – $100K |
| BaronGlobal Advantage Fund Institutional Class Shares BGAIX | Employment assets | Self | $50K – $100K | $50K – $100K |
| Eventide Gilead Fund Class I Shares ETILX | Employment assets | Self | $50K – $100K | $50K – $100K |
| Fidelity Freedom Index 2035 Fund Investor Class Shares FIHFX | Employment assets | Self | $50K – $100K | $50K – $100K |
| GuideStone MyDestination 2035 Fund Investor Class Shares GMHZX | Employment assets | Self | $50K – $100K | $50K – $100K |
| Tesla, Inc. TSLA | Employment assets | Self | $15K – $50K | $50K – $100K |
| Baron Partners Fund Institutional Class Shares BPTIX | Employment assets | Self | $15K – $50K | $50K – $100K |
| American Express Co. AXP | Employment assets | Self | $15K – $50K | $15K – $50K |
| Visa, Inc. V | Employment assets | Self | $15K – $50K | $15K – $50K |
| Scott Turner Consulting Group, LLC | Employment assets | Self | $15K – $50K | $15K – $50K |
| JPMorgan Hedged Equity Fund Class I Shares JHEQX | Other assets | — | $15K – $50K | $15K – $50K |
| Schwab S&P 500 Index Fund SWPPX | Other assets | — | $15K – $50K | $15K – $50K |
New positions
7 positions · $290K est.| Asset | Account | Owner | Latest value |
|---|---|---|---|
| Invesco QQQ Trust, Series 1 QQQ | Employment assets | Self | $100K – $250K |
| Baron Focused Growth Fund Institutional Class Shares BFGIX | Employment assets | Self | $50K – $100K |
| Fundstrat Granny Shots US Large Cap ETF | Employment assets | Self | $1K – $15K |
| Bitmine Immersion Technologies | Employment assets | Self | $1K – $15K |
| Schwab Value Advantage Money Fund Investor Class Shares SWVXX | Employment assets | Self | $1K – $15K |
| Baron Partners Fund Retail Shares BPTRX | Spouse's assets | Spouse | $1K – $15K |
| Schwab S&P 500 Index Fund SWPPX | Spouse's assets | Spouse | $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 |
|---|---|---|---|---|---|
| BMNR Bitmine Immersion Technologies | Buy | $15K – $50K | Self | Nov 19, 2025 | 87d late filing ↗ |
| BRKB Berkshire Hathaway Inc. | Sell | $15K – $50K | Self | Feb 12, 2025 | filing ↗ |
| GOOGL Alphabet, Inc. | Sell | $1K – $15K | Self | Feb 12, 2025 | filing ↗ |
| AMZN Amazon.com, Inc. | Sell | $15K – $50K | Self | Feb 11, 2025 | filing ↗ |
| MSFT Microsoft Corp. | Sell | $15K – $50K | Self | Feb 11, 2025 | filing ↗ |
| BRKB Berkshire Hathaway Inc. | Sell | $15K – $50K | Self | Feb 11, 2025 | filing ↗ |
| Z Zillow Group, Inc. | Sell | $1K – $15K | Self | Feb 11, 2025 | filing ↗ |
| GOOGL Alphabet, Inc. | Sell | $15K – $50K | Self | Feb 11, 2025 | filing ↗ |
Asset holdings
Annual (2026) · filed —All positions
50 positions| Asset | Owner | Value | Income |
|---|---|---|---|
| IRA #1: | Self | — | — |
| American Express Co. AXP | Self | $15K – $50K | — |
| The Charles Schwab Corp. SCHW | Self | $1K – $15K | — |
| Visa, Inc. V | Self | $15K – $50K | — |
| SPDR Dow Jones Industrial Average ETF Trust DIA | Self | $50K – $100K | — |
| iShares Russell 2000 ETF IWM | Self | $50K – $100K | — |
| Schwab US Broad Market ETF SCHB | Self | $100K – $250K | — |
| BaronGlobal Advantage Fund Institutional Class Shares BGAIX | Self | $50K – $100K | — |
| Eventide Gilead Fund Class I Shares ETILX | Self | $50K – $100K | — |
| Schwab S&P 500 Index Fund SWPPX | Self | $1K – $15K | — |
| U.S. brokerage money market account (cash) | Self | $1K – $15K | — |
| Baron Partners Fund Institutional Class Shares BPTIX | Self | $100K – $250K | — |
| Tesla, Inc. TSLA | Self | $50K – $100K | — |
| Bert Belle/Pete Rozelle NFL Player Retirement Plan, defined benefit plan. Eligible for $4,950.00 per month at age 55 | Self | $500K – $1M | — |
| NFL Player Annuity Program | Self | $500K – $1M | — |
| Gene Upshaw NFL Player Health Reimbursement Account (HRA): U.S. bank (cash): | Self | $100K – $250K | — |
| IRA #2 | Self | — | — |
| GuideStone MyDestination 2035 Fund Investor Class Shares GMHZX | Self | $50K – $100K | — |
| Roth IRA: | Self | — | — |
| BaronGlobal Advantage Fund Retail Class Shares BGAFX | Self | $1K – $15K | — |
| Eventide Gilead Fund Class N Shares ETGLX | Self | $1K – $15K | — |
| SEP Ira: | Self | — | — |
| Schwab S&P 500 Index Fund SWPPX | Self | $100K – $250K | — |
| U.S. brokerage money market account (cash) | Self | $1K – $15K | — |
| Baron Focused Growth Fund Institutional Class Shares BFGIX | Self | $50K – $100K | — |
| Baron Partners Fund Institutional Class Shares BPTIX | Self | $50K – $100K | — |
| JPI Development Company (development and construction) | Self | — | salary · $37.2K |
| Preston Woods Baptist Church | Self | — | salary · $4.6K |
| Scott Turner Consulting Group, LLC | Self | $15K – $50K | — |
| NFL | Self | — | consulting fees · $27.5K |
| Guidestone Financial | Self | — | consulting fees · $7.5K |
| Fundstrat Granny Shots US Large Cap ETF | Self | $1K – $15K | $201 – $1K |
| Bitmine Immersion Technologies | Self | $1K – $15K | — |
| Invesco QQQ Trust, Series 1 QQQ | Self | $100K – $250K | — |
| Schwab Value Advantage Money Fund Investor Class Shares SWVXX | Self | $1K – $15K | — |
| JPI Development Company, 401k plan: | Self | — | — |
| Fidelity Freedom Index 2035 Fund Investor Class Shares FIHFX | Self | $50K – $100K | — |
| Roth IRA: | Spouse | — | — |
| Baron Partners Fund Retail Shares BPTRX | Spouse | $1K – $15K | — |
| Schwab S&P 500 Index Fund SWPPX | Spouse | $1K – $15K | — |
| Patton International Properties (residential real estate agency) | Spouse | — | Commission |
| U.S. bank (cash) | — | $250K – $500K | Interest · $1K – $2.5K |
| JPMorgan Hedged Equity Fund Class I Shares JHEQX | — | $15K – $50K | — |
| Schwab S&P 500 Index Fund SWPPX | — | $15K – $50K | $201 – $1K |
| BaronGlobal Advantage Fund Institutional Class Shares BGAIX | — | $1K – $15K | — |
| Baron Partners Fund Institutional Class Shares BPTIX | — | $1K – $15K | — |
| Eventide Balanced Fund Class I ETIMX | — | $1K – $15K | — |
| Schwab Value Advantage Money Fund Investor Class Shares SWVXX | — | $1K – $15K | $201 – $1K |
| Energy Select Sector SPDR Fund XLE | — | $1K – $15K | $201 – $1K |
| Baron Focused Growth Fund Retail Shares BFGFX | — | $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.