Stephen A Vaden
6trades · $48K est.
0%
disclosed on time · 6 late, worst 18d over
$9Mest. assets · Nominee 278 (03/21/2025)
Stock trades
| Asset | Type | Amount | Owner | Traded | Disclosed |
|---|---|---|---|---|---|
| FISV Fiserv, Inc. | Sell | $1K – $15K | Self | Feb 10, 2026 | 18d late filing ↗ |
| TT Trane Technologies plc | Sell (partial) | $1K – $15K | Self | Feb 10, 2026 | 18d late filing ↗ |
| GOOG Alphabet, Inc. | Sell (partial) | $1K – $15K | Self | Feb 10, 2026 | 18d late filing ↗ |
| FISV Fiserv, Inc. | Sell | $1K – $15K | Self | Feb 10, 2026 | 18d late filing ↗ |
| TT Trane Technologies plc | Sell (partial) | $1K – $15K | Self | Feb 10, 2026 | 18d late filing ↗ |
| GOOG Alphabet, Inc. | Sell (partial) | $1K – $15K | Self | Feb 10, 2026 | 18d late filing ↗ |
Asset holdings
Nominee 278 (03/21/2025) · filed Mar 21, 2025All positions
129 positions| Asset | Owner | Value | Income |
|---|---|---|---|
| Roth IRA | Self | — | — |
| (mrfix) MFS Research Fund Class A M/F | Self | $15K – $50K | — |
| (aepfx) Europacific Growth Fund Class F2 - American Funds N/L | Self | $1K – $15K | — |
| Vanguard 500 Index Fund Admiral Shares VFIAX | Self | $15K – $50K | — |
| Wasatch Small Cap Growth Fund Institutional Class Shares WICVX | Self | $1K – $15K | — |
| Eaton Vance Atlanta Capital Smid Cap Fund CL I N/L | Self | $1K – $15K | — |
| Cash (U.S. Investment Account) | Self | $1K – $15K | — |
| IRA | Self | — | — |
| Cash (U.S. Investment Account) | Self | Under $1K | — |
| Raymond James Ambassador Account #1 | — | — | — |
| Allstate Corporation | — | $15K – $50K | — |
| Alphabet Incorporated Cap STK Class A | — | $15K – $50K | — |
| Amazon Com Incorporated | — | $15K – $50K | — |
| Home Depot Incorporated | — | $15K – $50K | Dividends · $201 – $1K |
| Jpmorgan Chase & Company | — | $15K – $50K | Dividends · $201 – $1K |
| Lauder Estee Companies Incorporated Class A | — | $1K – $15K | — |
| Microsoft Corporation | — | $15K – $50K | Dividends Capital Gains · $201 – $1K |
| NXP Semiconductors N V | — | $1K – $15K | — |
| Visa Incorporated Com Class A | — | $15K – $50K | — |
| Cash (U.S. Investment Account) | — | $1K – $15K | — |
| Vanguard Index Funds S&P 500 ETF SHS New | — | $100K – $250K | $1K – $2.5K |
| IQVIA Holdings IQV | — | $1K – $15K | — |
| UnitedHealth Group, Inc. UNH | — | $15K – $50K | Dividends · $201 – $1K |
| L3Harris Technologies, Inc. LHX | — | $1K – $15K | Dividends · $201 – $1K |
| Trane Technologies TT | — | $15K – $50K | Dividends · $201 – $1K |
| The TJX Cos., Inc. TJX | — | $15K – $50K | — |
| Edwards Lifesciences Corp. EW | — | $1K – $15K | — |
| Advanced Micro Devices Incorporated | — | $1K – $15K | — |
| Cadence Design System Incorporated | — | $1K – $15K | — |
| Chipotle Mexican Grill Incorporated | — | $15K – $50K | — |
| Dexcom Incorporated | — | $1K – $15K | — |
| Diamondback Energy Incorporated | — | $1K – $15K | Dividends · $201 – $1K |
| Fiserv Incorporated | — | $15K – $50K | — |
| Meta Platforms Incorporated Class A | — | $15K – $50K | — |
| S&P Global Incorporated | — | $15K – $50K | — |
| Salesforce Incorporated | — | $15K – $50K | — |
| Steris PLC SHS USD IRELAND | — | $1K – $15K | — |
| Synopsys Incorporated | — | $1K – $15K | — |
| Amphenol Corporation APH | — | $1K – $15K | — |
| Raymond James Ambassador Account #2 | — | — | — |
| Cash (U.S. Investment Account) | — | $1K – $15K | — |
| Vanguard 500 Index Fund VFIAX | — | $250K – $500K | $2.5K – $5K |
| Blackrock Multi Asset Income Portfolio Fund Inst Class BIICX | — | $100K – $250K | $5K – $15K |
| Federated Hermes Strategic Value Div FD Instl SHRS IS N/L | — | $15K – $50K | $201 – $1K |
| Vanguard Index Funds S&P 500 ETF SHS New | — | $100K – $250K | $1K – $2.5K |
| Bank3. (Community bank) | — | $50K – $100K | — |
| Residential Real Estate 1, Obion County, TN | — | $15K – $50K | — |
| Residential Real Estate 2, Obion County, TN | — | $15K – $50K | — |
| Residential Real Estate 3, Obion County, TN | — | $15K – $50K | — |
| Residential Real Estate 4, Obion County, TN | — | $15K – $50K | — |
| Residential Real Estate 5, Obion County, TN | — | $15K – $50K | Rent or Royalties |
| Residential Real Estate 6, Obion County, TN | — | $15K – $50K | Rent or Royalties · $2.5K – $5K |
| Residential Real Estate 7, Obion County, TN | — | $15K – $50K | Rent or Royalties |
| Residential Real Estate 8, Obion County, TN | — | $15K – $50K | Rent or Royalties |
| Residential Real Estate 9, Obion County, TN | — | $15K – $50K | Rent or Royalties |
| Residential Real Estate 10, Obion County, TN | — | $15K – $50K | Rent or Royalties |
| Residential Real Estate 11, Obion County, TN | — | $15K – $50K | Rent or Royalties · $5K – $15K |
| Residential Real Estate 12, Obion County, TN | — | $15K – $50K | Rent or Royalties · $2.5K – $5K |
| Residential Real Estate 13, Obion County, TN | — | $15K – $50K | — |
| Residential Real Estate 14, Obion County, TN | — | $15K – $50K | Rent or Royalties · $2.5K – $5K |
| Residential Real Estate 15, Obion County, TN | — | $15K – $50K | Rent or Royalties · $2.5K – $5K |
| Residential Real Estate 16, Obion County, TN | — | $15K – $50K | Rent or Royalties · $5K – $15K |
| Residential Real Estate 17, Obion County, TN | — | $15K – $50K | Rent or Royalties · $5K – $15K |
| Residential Real Estate 18, Obion County, TN | — | $15K – $50K | Rent or Royalties |
| Residential Real Estate 19, Obion County, TN | — | $15K – $50K | Rent or Royalties · $2.5K – $5K |
| Residential Lot 1, Obion County, TN | — | $1K – $15K | — |
| Residential Lot 2, Obion County, TN | — | $1K – $15K | — |
| Residential Lot 3, Obion County, TN | — | $1K – $15K | — |
| Residential Lot 4, Obion County, TN | — | $1K – $15K | — |
| Residential Real Estate 20, Obion County, TN | — | $15K – $50K | Rent or Royalties |
| Commercial Real Estate 1, Obion County, TN | — | $15K – $50K | — |
| Farm Land 1, Obion County, TN | — | $500K – $1M | Rent or Royalties · $5K – $15K |
| Farm Land 2, Obion County, TN | — | $500K – $1M | Rent or Royalties · $15K – $50K |
| Farm Land 3, Fulton County, KY | — | $1M – $5M | Rent or Royalties · $15K – $50K |
| U.S. bank #1 Account (cash) #1 | — | $50K – $100K | Interest · $201 – $1K |
| U.S. bank #1 Account (cash) #2 | — | $50K – $100K | Interest · $1K – $2.5K |
| U.S. bank #1 Account (cash) #3 | — | $15K – $50K | Interest · $201 – $1K |
| U.S. bank #2 Account (cash) | — | $50K – $100K | Interest · $2.5K – $5K |
| U.S. bank #2 Account (CD#1) | — | $100K – $250K | Interest · $5K – $15K |
| Raymond James Holding Account #1 | — | — | — |
| North TX TWY Auth Rev, First Tier Ref Rev BDS, Int At Maty Ser 2008D Assured Guaranty Corp Formerly Ace GTY | — | $1K – $15K | Interest |
| Metropolitan WA D C Arpts Auth Dulles Toll Rd Rev, Rev BDS, Dules Metrorail And Capital, Int At Maty Ser 2009B Assured Guaranty Corp Formerly Ace GTY | — | $15K – $50K | — |
| Intercontinental Exchange Incorporated | — | $15K – $50K | Dividends · $201 – $1K |
| Vanguard Index Funds S&P 500 ETF SHS New | — | $50K – $100K | $1K – $2.5K |
| Residential Lot 5, Obion County, TN | — | $1K – $15K | — |
| US bank #3 Account (Cash) | — | $1K – $15K | Interest · $201 – $1K |
| Raymond James Holding #2 | — | — | — |
| Johnson & Johnson | — | $15K – $50K | Dividends · $201 – $1K |
| Procter & Gamble | — | $50K – $100K | Dividends · $1K – $2.5K |
| Intercontinental Exchange Incorporated | — | $1K – $15K | — |
| Ephrata NB Fdic # 7493 Certificate Of Deposit Monthly Callable Beginning 02/28/25 5.1% Due 07/30/2029 | — | $50K – $100K | Interest · $2.5K – $5K |
| Harris CNTY TX Cultural ED Facs Fin Corp Rev, Rev BDS, The Methodist Hosp D/B/A Houston Methodist Hosp, Ser 2015 4% Due 12/01/2045 Callable 06/01/2025 @ 100 | — | $1K – $15K | Interest · $201 – $1K |
| Vanguard Index Funds S&P 500 ETF SHS New | — | $15K – $50K | $201 – $1K |
| Vanguard S&P 500 Index Fund Admiral Shares | — | $1K – $15K | — |
| Cash (U.S. Investment Account) | — | Under $1K | — |
| US bank #3 Account CD | — | $50K – $100K | Interest · $2.5K – $5K |
| Raymond James Ambassador Account #3 | — | — | — |
| Advanced Micro Devices Incorporated | — | $1K – $15K | — |
| Allstate Corporation | — | $1K – $15K | Dividends · $201 – $1K |
| Alphabet Incorporated Cap STK Class A | — | $15K – $50K | — |
| Cadence Design System Incorporated | — | $1K – $15K | — |
| Chipotle Mexican Grill Incorporated | — | $1K – $15K | — |
| Dexcom Incorporated | — | $1K – $15K | — |
| Edwards Lifesciences Corporation | — | $1K – $15K | — |
| Fiserv Incorporated | — | $15K – $50K | — |
| Home Depot Incorporated | — | $1K – $15K | Dividends · $201 – $1K |
| Qvia HLDGS Incorporated | — | $1K – $15K | — |
| Jpmorgan Chase & COMPANY. | — | $15K – $50K | — |
| L3HARRIS Technologies Incorporated | — | $1K – $15K | Dividends · $201 – $1K |
| Lauder Estee Companies Incorporated Class A | — | $1K – $15K | — |
| Meta Platforms Incorporated Class A | — | $15K – $50K | — |
| Microsoft Corporation | — | $1K – $15K | — |
| NXP Semiconductors N V (netherlands) | — | $1K – $15K | Dividends · $201 – $1K |
| S&P Global Incorporated | — | $1K – $15K | — |
| Salesforce Incorporated | — | $1K – $15K | — |
| TJX Companies Incorporated New | — | $1K – $15K | — |
| Trane Technologies PLC SHS IRELAND | — | $15K – $50K | Dividends · $201 – $1K |
| Unitedhealth Group Incorporated | — | $1K – $15K | — |
| Visa Incorporated Com Class A | — | $15K – $50K | — |
| Cash (U.S. Investment Account) | — | Under $1K | — |
| Amphenol Corporation APH | — | $1K – $15K | — |
| Loan to a Personal Friend (Mr. Yates) | — | $50K – $100K | Interest · $2.5K – $5K |
| 13-week Treasury Bills | — | $250K – $500K | Interest · $2.5K – $5K |
| 13-week Treasury Bills | — | $50K – $100K | Interest · $1K – $2.5K |
| Series I Savings Bonds | — | $1K – $15K | Interest · $201 – $1K |
| U.S. bank #4 Account (CD #1) | — | $50K – $100K | Interest · $2.5K – $5K |
| U.S. bank #4 Account (CD#2) | — | $100K – $250K | Interest · $5K – $15K |
| U.S. bank #2 Account (CD#2) | — | $15K – $50K | Interest · $1K – $2.5K |
| Commercial Property 2, Obion County, TN | — | $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.