Suzan K. DelBene D
U.S. Representative · WA01
What they trade
Share of estimated traded dollars (band midpoints), all trades on file. Not a portfolio: holdings come from annual reports in Phase 7.
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Arrows: their buys (▲) and sales (▼) of these stocks, on the day they traded. Drag across the chart to see how they did between two days, worked out the same way as below, next to the same dollars in each index.
How it's worked out: profit = what they hold now − what they held at the start of the range − money they put in + money they took out by selling. % = profit ÷ the average amount they had invested over the range (the value of what they held each day, averaged over the days they held something), so the % always agrees with the $. S&P 500 / Nasdaq-100: the same dollars put into the index on the same days and taken out when they sold, worked out the same way. Estimates: each trade at the middle of its amount band and that day's close; today at live prices. Left out: options, preferred shares and bonds, and sales of shares bought before our data.
By month of the trade. Buys above the line, sells below.
Trades4
0 buys · 4 sells
Estimated volume$1.5M
$950K – $2M
Typical trade$275K
median band midpoint
Reporting delay10 d
median; average 10 d
Late reports0
trades reported after 45 days
Per year2
1 different tickers
Beats the market?
their buys of the last 3 years vs the S&P 500 and the Nasdaq-100, from the trade date (monthly)Not tested: no buys of listed stocks with prices in the last 3 years.
Only buys from the last 3 years count. Lead = how far the average buy ran ahead of the index over that time (negative = behind). Score = how many SDs of luck they beat random stocks of the same sector bought on the same days.
"Chance it's luck" = how often a no-information picker scores that high; "not ahead" = behind an index. "Beats the market" needs to be ahead of both indexes,
a score of 3+ and at most 5% after correcting for every horizon and person. "Rough" = fewer than 10 buys, 5 stocks or 5 months: judged against other few-buy people and never flagged.
Last run 2026-09-28: 51 people fully tested, 87 more roughly, 0 flagged. Method: see the Watchlist page and docs/index_beat_test.pdf.
Stocks they hold now 23
≈ $42.1M at today's prices ($16.1M – $68.1M)| Stock | Sector | Type | Shares (est.) | Price now | Today | Value now (est.) | Weight | Avg cost | P/L (trades) | P/L % | Held since | Owner | Based on | Status | Market value (trades) | Shares (from trades) | Change $ | Change % | Realized | Put in | Their trades in it | Their buys / sells | Their lag | First trade | Last trade | Kind | Range | Price at report | Evidence | Confidence | Company | Fund | Price (live) | Today (live) | People | Trades (all officials) | Buys / sells (all officials) | Est. volume | Lag (all officials) | Latest disclosure |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CCLFX Cliffwater Corporate Lending Fund… | — | Fund / ETF | 287,356 | $10 | -0.10% | $3M | 7.1% | — | — | — | Dec 31, 2025 | joint | report | — | — | — | — | — | — | — | — | — | — | — | Funds | $995K – $5M | $10.44 | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | ||
| CELFX Cliffwater Enhanced Lending Fund … | — | Fund / ETF | 277,521 | $11 | +0.00% | $3M | 7.2% | — | — | — | Dec 31, 2025 | joint | report | — | — | — | — | — | — | — | — | — | — | — | Funds | $1M – $5.1M | $10.81 | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | ||
| CPEFX Cascade Private Capital Fund (CPE… | — | Fund / ETF | 148,736 | $22 | -0.40% | $3.3M | 7.9% | — | — | — | Dec 31, 2025 | joint | report | — | — | — | — | — | — | — | — | — | — | — | Funds | $1.1M – $5.5M | $20.17 | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | ||
| FTEXX Fidelity Municipal Money Market F… | — | Fund / ETF | — | — | — | $75K | 0.2% | — | — | — | Dec 31, 2025 | joint | report | — | — | — | — | — | — | — | — | — | — | — | Funds | $50K – $100K | — | Dec 31, 2025 | 81% | — | — | $1.00 | — | — | — | — | — | — | ||
| FZFXX Fidelity Treasury Money Market Fu… | — | Fund / ETF | — | — | — | $283K | 0.7% | — | — | — | Dec 31, 2025 | Self, Spouse | report | — | — | — | — | — | — | — | — | — | — | — | Funds | $165K – $400K | — | Dec 31, 2025 | 81% | — | — | $1.00 | — | — | — | — | — | — | ||
| HAINX Harbor International Fund Insti C… | — | Fund / ETF | 13,671 | $60 | +0.78% | $817K | 1.9% | — | — | — | Dec 31, 2025 | joint | report | — | — | — | — | — | — | — | — | — | — | — | Funds | $545K – $1.1M | $54.86 | Dec 31, 2025 | 81% | — | — | $59.79 | +0.78% | — | — | — | — | — | ||
| IUSGETF iShares Core S&P U.S. Growth ETF | — | Fund / ETF | 17,864 | $196 | +1.01% | $3.5M | 8.3% | — | — | — | Dec 31, 2025 | joint | report | — | — | — | — | — | — | — | — | — | — | — | Funds | $1.2M – $5.8M | $167.94 | Dec 31, 2025 | 81% | iShares Core S&P U.S. Growth ETF | US growth stocks | $196.16 | +1.01% | 2 | 3 | $24K | 67d | Apr 10, 2026 | ||
| IUSVETF iShares Core S&P U.S. Value ETF | — | Fund / ETF | 29,257 | $111 | +0.49% | $3.2M | 7.7% | — | — | — | Dec 31, 2025 | joint | report | — | — | — | — | — | — | — | — | — | — | — | Funds | $1.1M – $5.4M | $102.54 | Dec 31, 2025 | 81% | iShares Core S&P U.S. Value ETF | US value stocks | $111.03 | +0.49% | 1 | 2 | $16K | 67d | Apr 10, 2026 | ||
| MIPIX Matthews Asia Dividend Fund Insti… | — | Fund / ETF | 21,589 | $21 | +0.53% | $453K | 1.1% | — | — | — | Dec 31, 2025 | joint | report | — | — | — | — | — | — | — | — | — | — | — | Funds | $302K – $604K | $17.37 | Dec 31, 2025 | 81% | — | — | $20.97 | +0.53% | — | — | — | — | — | ||
| PFIUX PIMCO Dynamic Bond Fund Class INS… | — | Fund / ETF | 289,855 | $10 | -0.31% | $2.8M | 6.7% | — | — | — | Dec 31, 2025 | Spouse | report | — | — | — | — | — | — | — | — | — | — | — | Funds | $946K – $4.7M | $10.35 | Dec 31, 2025 | 81% | — | — | $9.79 | -0.31% | — | — | — | — | — | ||
| SPYETF SPDR S&P 500 ETF TRUST | — | Fund / ETF | 854 | $770 | +0.74% | $657K | 1.6% | — | — | — | Dec 31, 2025 | Self, Spouse | report | — | — | — | — | — | — | — | — | — | — | — | Funds | $412K – $903K | $681.92 | Dec 31, 2025 | 81% | SPDR S&P 500 ETF TRUST | S&P 500 | $769.64 | +0.74% | 16 | 62 | $18.8M | 42d | Aug 22, 2026 | ||
| SWVXX Schwab Value Advantage Money Fund… | — | Fund / ETF | 8,000 | $1 | — | $8K | 0.0% | — | — | — | Dec 31, 2025 | joint | report | — | — | — | — | — | — | — | — | — | — | — | Funds | $1K – $15K | $1.00 | Dec 31, 2025 | 81% | Schwab Value Advantage Money Fund | — | $1.00 | — | 2 | 17 | $54.1M | 43d | Jul 15, 2025 | ||
| VBETF Vanguard Morningstar Small-Cap ETF | — | Fund / ETF | 2,908 | $289 | +0.85% | $840K | 2.0% | — | — | — | Dec 31, 2025 | joint | report | — | — | — | — | — | — | — | — | — | — | — | Funds | $560K – $1.1M | $257.95 | Dec 31, 2025 | 81% | Vanguard Morningstar Small-Cap ETF | US small caps | $288.99 | +0.85% | 1 | 1 | $8K | 7d | May 01, 2024 | ||
| VBIPX Vanguard Short-Term Bond Index Fd… | — | Fund / ETF | 72,534 | $10 | -0.20% | $725K | 1.7% | — | — | — | Dec 31, 2025 | Spouse | report | — | — | — | — | — | — | — | — | — | — | — | Funds | $483K – $966K | $10.34 | Dec 31, 2025 | 81% | — | — | $9.99 | -0.20% | — | — | — | — | — | ||
| VFFSX Vanguard 500 Index Fund Instituti… | — | Fund / ETF | 3 | $378 | +0.74% | $1.1K | 0.0% | — | — | — | Dec 31, 2025 | Spouse, Self | report | — | — | — | — | — | — | — | — | — | — | — | Funds | $0 – $2.3K | $335.01 | Dec 31, 2025 | 81% | — | — | $377.87 | +0.74% | — | — | — | — | — | ||
| VFWSX Vanguard FTSE All-World ex-US Ind… | — | Fund / ETF | 20,701 | $164 | +1.03% | $3.4M | 8.1% | — | — | — | Dec 31, 2025 | Spouse | report | — | — | — | — | — | — | — | — | — | — | — | Funds | $1.1M – $5.7M | $144.92 | Dec 31, 2025 | 81% | — | — | $164.42 | +1.03% | — | — | — | — | — | ||
| VIIIX Vanguard Institutional Index Fund… | — | Fund / ETF | 1,359 | $618 | +0.74% | $840K | 2.0% | — | — | — | Dec 31, 2025 | Spouse | report | — | — | — | — | — | — | — | — | — | — | — | Funds | $560K – $1.1M | $552.07 | Dec 31, 2025 | 81% | — | — | $618.18 | +0.74% | — | — | — | — | — | ||
| VIMAX Vanguard Mid-Cap Index Fund Admir… | — | Fund / ETF | 8,348 | $394 | +0.56% | $3.3M | 7.8% | — | — | — | Dec 31, 2025 | Spouse | report | — | — | — | — | — | — | — | — | — | — | — | Funds | $1.1M – $5.5M | $359.36 | Dec 31, 2025 | 81% | — | — | $394.21 | +0.56% | — | — | — | — | — | ||
| VOETF Vanguard Morningstar Mid-Cap ETF | — | Fund / ETF | 10,337 | $80 | +0.57% | $823K | 2.0% | — | — | — | Dec 31, 2025 | joint | report | — | — | — | — | — | — | — | — | — | — | — | Funds | $548K – $1.1M | $72.56 | Dec 31, 2025 | 81% | Vanguard Morningstar Mid-Cap ETF | US mid caps | $79.59 | +0.57% | 5 | 5 | $81K | 15d | May 14, 2026 | ||
| VOOETF Vanguard S&P 500 ETF | — | Fund / ETF | 4,784 | $708 | +0.74% | $3.4M | 8.0% | — | — | — | Dec 31, 2025 | joint | report | — | — | — | — | — | — | — | — | — | — | — | Funds | $1.1M – $5.6M | $627.13 | Dec 31, 2025 | 81% | Vanguard S&P 500 ETF | S&P 500 | $707.54 | +0.74% | 7 | 41 | $12.2M | 20d | Jul 08, 2026 | ||
| VSMAX Vanguard Small Cap Index Fd Admir… | — | Fund / ETF | 24,276 | $138 | +0.82% | $3.4M | 8.0% | — | — | — | Dec 31, 2025 | Spouse | report | — | — | — | — | — | — | — | — | — | — | — | Funds | $1.1M – $5.6M | $123.58 | Dec 31, 2025 | 81% | — | — | $138.45 | +0.82% | — | — | — | — | — | ||
| VTIETF Vanguard Morningstar Total Stock … | — | Fund / ETF | 8,948 | $378 | +0.75% | $3.4M | 8.0% | — | — | — | Dec 31, 2025 | joint | report | — | — | — | — | — | — | — | — | — | — | — | Funds | $1.1M – $5.6M | $335.27 | Dec 31, 2025 | 81% | Vanguard Morningstar Total Stock Market ETF | US total stock market | $377.99 | +0.75% | 6 | 58 | $4.9M | 31d | Jul 08, 2026 | ||
| VWOETF Vanguard FTSE Emerging Markets In… | — | Fund / ETF | 13,951 | $60 | +0.90% | $831K | 2.0% | — | — | — | Dec 31, 2025 | joint | report | — | — | — | — | — | — | — | — | — | — | — | Funds | $554K – $1.1M | $53.76 | Dec 31, 2025 | 81% | Vanguard FTSE Emerging Markets Index … | Emerging markets | $59.56 | +0.90% | 3 | 6 | $72.5K | 32d | Apr 10, 2026 |
Every stock and fund with a price that they hold now, as far as we can tell: their latest financial disclosure (values turned into shares on that day and moved to today's price) plus every trade since; bought after the report, or no report read yet = from trades only. Self, spouse and joint holdings of one stock are one row. Estimates from value bands, never exact; hover a value for its range.
What they own
latest disclosure: values on Dec 31, 2025, stocks moved to today's prices and trades since
Estimated assets
$51.7M – $212M
103 holdings · no debts reported
Assets by report (low – high of the bands)
| Holding | Status | Market value | Shares (from trades) | Avg price | Change $ | Change % | Realized | Total P/L | Put in | Trades | Buys / sells | Lag | First trade | Last trade | Kind | Owner | Value (disclosed) | Range | Shares (disclosed) | Price at report | Basis | Evidence | Confidence | Company | Sector | Fund | Price | Today | People | Trades (all officials) | Buys / sells (all officials) | Est. volume | Lag (all officials) | Latest disclosure |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Residential Real Estate [RP] | — | — | — | — | — | — | — | — | — | — | — | — | — | Real estate | joint | $18M | $6M – $30M | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Columbia Pacific Income Fund II [HE] | — | — | — | — | — | — | — | — | — | — | — | — | — | Private companies & partnerships | joint | $15M | $5M – $25M | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| IUSGETF iShares Core S&P U.S. Growth ETF (IUSG) [EF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | joint | $3.5M | $1.2M – $5.8M | 17,864 | $167.94 | report | Dec 31, 2025 | 81% | iShares Core S&P U.S. Growth ETF | Funds | US growth stocks | $196.16 | +1.01% | 2 | 3 | $24K | 67d | Apr 10, 2026 | ||
| VFWSX Vanguard FTSE All-World ex-US Index Fund Insti Shs (VFWSX) [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | Spouse | $3.4M | $1.1M – $5.7M | 20,701 | $144.92 | report | Dec 31, 2025 | 81% | — | — | — | $164.42 | +1.03% | — | — | — | — | — | ||
| VOOETF Vanguard S&P 500 ETF (VOO) [EF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | joint | $3.4M | $1.1M – $5.6M | 4,784 | $627.13 | report | Dec 31, 2025 | 81% | Vanguard S&P 500 ETF | Funds | S&P 500 | $707.54 | +0.74% | 7 | 41 | $12.2M | 20d | Jul 08, 2026 | ||
| VTIETF Vanguard Total Stock Market ETF (VTI) [EF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | joint | $3.4M | $1.1M – $5.6M | 8,948 | $335.27 | report | Dec 31, 2025 | 81% | Vanguard Morningstar Total Stock Market ETF | Funds | US total stock market | $377.99 | +0.75% | 6 | 58 | $4.9M | 31d | Jul 08, 2026 | ||
| VSMAX Vanguard Small Cap Index Fd Admiral Shs (VSMAX) [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | Spouse | $3.4M | $1.1M – $5.6M | 24,276 | $123.58 | report | Dec 31, 2025 | 81% | — | — | — | $138.45 | +0.82% | — | — | — | — | — | ||
| CPEFX Cascade Private Capital Fund (CPEFX) [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | joint | $3.3M | $1.1M – $5.5M | 148,736 | $20.17 | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | ||
| VIMAX Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | Spouse | $3.3M | $1.1M – $5.5M | 8,348 | $359.36 | report | Dec 31, 2025 | 81% | — | — | — | $394.21 | +0.56% | — | — | — | — | — | ||
| IUSVETF iShares Core S&P U.S. Value ETF (IUSV) [EF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | joint | $3.2M | $1.1M – $5.4M | 29,257 | $102.54 | report | Dec 31, 2025 | 81% | iShares Core S&P U.S. Value ETF | Funds | US value stocks | $111.03 | +0.49% | 1 | 2 | $16K | 67d | Apr 10, 2026 | ||
| CELFX Cliffwater Enhanced Lending Fund Class I (CELFX) [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | joint | $3M | $1M – $5.1M | 277,521 | $10.81 | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | ||
| Pacific Co B1 Bond - Villa del Sol [HE] | — | — | — | — | — | — | — | — | — | — | — | — | — | Private companies & partnerships | joint | $3M | $1M – $5M | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Fid GR Co Pool CL S [OT] | — | — | — | — | — | — | — | — | — | — | — | — | — | Other | Spouse | $3M | $1M – $5M | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Caprock PSP V [HE] | — | — | — | — | — | — | — | — | — | — | — | — | — | Private companies & partnerships | joint | $3M | $1M – $5M | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Pacific West Real Estate Income LLC [HE] | — | — | — | — | — | — | — | — | — | — | — | — | — | Private companies & partnerships | joint | $3M | $1M – $5M | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Fortress Credit Realty Income Trust Class B [HE] | — | — | — | — | — | — | — | — | — | — | — | — | — | Private companies & partnerships | joint | $3M | $1M – $5M | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Caprock Real Estate Opportunities I LP [HE] | — | — | — | — | — | — | — | — | — | — | — | — | — | Private companies & partnerships | joint | $3M | $1M – $5M | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Vision Ridge Sustainable Asset Fund III [HE] | — | — | — | — | — | — | — | — | — | — | — | — | — | Private companies & partnerships | joint | $3M | $1M – $5M | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Vertical Ventures Co-Investment Fund II [HE] | — | — | — | — | — | — | — | — | — | — | — | — | — | Private companies & partnerships | joint | $3M | $1M – $5M | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Vanguard Institutional 500 Index Trust [OT] | — | — | — | — | — | — | — | — | — | — | — | — | — | Other | Spouse | $3M | $1M – $5M | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| TriLinc Global Impact Fund [HE] | — | — | — | — | — | — | — | — | — | — | — | — | — | Private companies & partnerships | joint | $3M | $1M – $5M | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Security Properties Multi-Family Fund VII [HE] | — | — | — | — | — | — | — | — | — | — | — | — | — | Private companies & partnerships | joint | $3M | $1M – $5M | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Security Properties Multi-Family Fund VI [HE] | — | — | — | — | — | — | — | — | — | — | — | — | — | Private companies & partnerships | joint | $3M | $1M – $5M | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Redwood Kairos Real Estate Fund VIII [HE] | — | — | — | — | — | — | — | — | — | — | — | — | — | Private companies & partnerships | joint | $3M | $1M – $5M | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| CCLFX Cliffwater Corporate Lending Fund Class I (CCLFX) [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | joint | $3M | $995K – $5M | 287,356 | $10.44 | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | ||
| PFIUX PIMCO Dynamic Bond Fund Class INSTL (PFIUX) [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | Spouse | $2.8M | $946K – $4.7M | 289,855 | $10.35 | report | Dec 31, 2025 | 81% | — | — | — | $9.79 | -0.31% | — | — | — | — | — | ||
| VBETF Vanguard Small-Cap ETF (VB) [EF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | joint | $840K | $560K – $1.1M | 2,908 | $257.95 | report | Dec 31, 2025 | 81% | Vanguard Morningstar Small-Cap ETF | Funds | US small caps | $288.99 | +0.85% | 1 | 1 | $8K | 7d | May 01, 2024 | ||
| VIIIX Vanguard Institutional Index Fund Institutional Plus Shares… | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | Spouse | $840K | $560K – $1.1M | 1,359 | $552.07 | report | Dec 31, 2025 | 81% | — | — | — | $618.18 | +0.74% | — | — | — | — | — | ||
| VWOETF Vanguard FTSE Emerging Markets ETF (VWO) [EF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | joint | $831K | $554K – $1.1M | 13,951 | $53.76 | report | Dec 31, 2025 | 81% | Vanguard FTSE Emerging Markets Index … | Funds | Emerging markets | $59.56 | +0.90% | 3 | 6 | $72.5K | 32d | Apr 10, 2026 | ||
| Residential Real Estate [DO] | — | — | — | — | — | — | — | — | — | — | — | — | — | Real estate | joint | $825K | $550K – $1.1M | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| VOETF Vanguard Mid-Cap ETF (VO) [EF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | joint | $823K | $548K – $1.1M | 10,337 | $72.56 | report | Dec 31, 2025 | 81% | Vanguard Morningstar Mid-Cap ETF | Funds | US mid caps | $79.59 | +0.57% | 5 | 5 | $81K | 15d | May 14, 2026 | ||
| HAINX Harbor International Fund Insti Cl (HAINX) [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | joint | $817K | $545K – $1.1M | 13,671 | $54.86 | report | Dec 31, 2025 | 81% | — | — | — | $59.79 | +0.78% | — | — | — | — | — | ||
| ArcTern Ventures Fund III [HE] | — | — | — | — | — | — | — | — | — | — | — | — | — | Private companies & partnerships | joint | $750K | $500K – $1M | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Pacific Co B1 Bond - Martha Gardens 06/01/2027 [HE] | — | — | — | — | — | — | — | — | — | — | — | — | — | Private companies & partnerships | joint | $750K | $500K – $1M | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Residential Real Estate [OL] | — | — | — | — | — | — | — | — | — | — | — | — | — | Private companies & partnerships | joint | $750K | $500K – $1M | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Residential Real Estate Investment [OL] | — | — | — | — | — | — | — | — | — | — | — | — | — | Private companies & partnerships | joint | $750K | $500K – $1M | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Invision Capital III [HE] | — | — | — | — | — | — | — | — | — | — | — | — | — | Private companies & partnerships | joint | $750K | $500K – $1M | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| VBIPX Vanguard Short-Term Bond Index Fd Instl Plus (VBIPX) [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | Spouse | $725K | $483K – $966K | 72,534 | $10.34 | report | Dec 31, 2025 | 81% | — | — | — | $9.99 | -0.20% | — | — | — | — | — | ||
| SPYETF SPDR S&P 500 (SPY) [EF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | Self | $460K | $299K – $621K | 598 | $681.92 | report | Dec 31, 2025 | 81% | SPDR S&P 500 ETF TRUST | Funds | S&P 500 | $769.64 | +0.74% | 16 | 62 | $18.8M | 42d | Aug 22, 2026 | ||
| MIPIX Matthews Asia Dividend Fund Insti Class (MIPIX) [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | joint | $453K | $302K – $604K | 21,589 | $17.37 | report | Dec 31, 2025 | 81% | — | — | — | $20.97 | +0.53% | — | — | — | — | — | ||
| Michigan ST HSG Dev Auth Single Family 1.25% Due 6/1/2027 [GS] | — | — | — | — | — | — | — | — | — | — | — | — | — | Bonds | joint | $375K | $250K – $500K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Vision Ridge Sustainable Asset Fund IV [HE] | — | — | — | — | — | — | — | — | — | — | — | — | — | Private companies & partnerships | joint | $375K | $250K – $500K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Arizona Indl Dev Auth Rev BDS Lincoln 5.00% Due Nov. 1, 2029 [GS] | — | — | — | — | — | — | — | — | — | — | — | — | — | Bonds | joint | $375K | $250K – $500K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Columbia Pacific Income Fund II [HE] | — | — | — | — | — | — | — | — | — | — | — | — | — | Private companies & partnerships | Self | $375K | $250K – $500K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Pacific Co B1 Bond - San Marcos 10/4/27 [HE] | — | — | — | — | — | — | — | — | — | — | — | — | — | Private companies & partnerships | joint | $375K | $250K – $500K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Pacific Co B1 Bond - Stevens Creek [HE] | — | — | — | — | — | — | — | — | — | — | — | — | — | Private companies & partnerships | joint | $375K | $250K – $500K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Pennybacker VI [HE] | — | — | — | — | — | — | — | — | — | — | — | — | — | Private companies & partnerships | joint | $375K | $250K – $500K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Philadelphia PA SCH Dist Go BDS 5.00% Due 09/01/2027 [GS] | — | — | — | — | — | — | — | — | — | — | — | — | — | Bonds | joint | $375K | $250K – $500K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| New York New Y Cl 2.6% Mult HSG Due 05/01/26 [GS] | — | — | — | — | — | — | — | — | — | — | — | — | — | Bonds | joint | $375K | $250K – $500K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Global Partnerships Impact First Fund 10 limited recourse n… | — | — | — | — | — | — | — | — | — | — | — | — | — | Private companies & partnerships | joint | $375K | $250K – $500K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Redwood Kairos Real Estate Fund VI [HE] | — | — | — | — | — | — | — | — | — | — | — | — | — | Private companies & partnerships | joint | $375K | $250K – $500K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Global Partnerships Impact First Fund 10 LLC senior note [HE] | — | — | — | — | — | — | — | — | — | — | — | — | — | Private companies & partnerships | joint | $375K | $250K – $500K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Seattle WA MN Lt Var Rate Util Due 5/1/45 [GS] | — | — | — | — | — | — | — | — | — | — | — | — | — | Bonds | joint | $375K | $250K – $500K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Security Properties Augusta, LLC [HE] | — | — | — | — | — | — | — | — | — | — | — | — | — | Private companies & partnerships | joint | $375K | $250K – $500K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| North Dakota ST HSG Fin Agy Home MTG 1.85 % Due Jan 1, 2032 [GS] | — | — | — | — | — | — | — | — | — | — | — | — | — | Bonds | joint | $375K | $250K – $500K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Maryland ST Dept TR 5%27 Comb Tax Due 11/01/27 [GS] | — | — | — | — | — | — | — | — | — | — | — | — | — | Bonds | joint | $375K | $250K – $500K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Gryphon Mezzanine Partners II [HE] | — | — | — | — | — | — | — | — | — | — | — | — | — | Private companies & partnerships | joint | $375K | $250K – $500K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Southeast Energy Auth Coop Dist Ala 5.00% Due Sep 1, 2035 [GS] | — | — | — | — | — | — | — | — | — | — | — | — | — | Bonds | joint | $375K | $250K – $500K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Spring TX Isd 4%31 Go Utx Due 08/15/31 [GS] | — | — | — | — | — | — | — | — | — | — | — | — | — | Bonds | joint | $375K | $250K – $500K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Tarrant CNTY Tex Cultural Ed Facs Fin 5.00% Due Nov 15, 2051 [GS] | — | — | — | — | — | — | — | — | — | — | — | — | — | Bonds | joint | $375K | $250K – $500K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Tennessee Energy Ac 5%35 Edr Idr Due 12/01/35 [GS] | — | — | — | — | — | — | — | — | — | — | — | — | — | Bonds | joint | $375K | $250K – $500K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Wise CNTY VA Indl Dev Auth Solid Waste 3.80 % Due Nov 1, 20… | — | — | — | — | — | — | — | — | — | — | — | — | — | Bonds | joint | $375K | $250K – $500K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Triborough Bridge & 4%31 SPL Tax Due 11/15/31 [GS] | — | — | — | — | — | — | — | — | — | — | — | — | — | Bonds | joint | $375K | $250K – $500K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Kimpact Evergreen Real Estate Fund [HE] | — | — | — | — | — | — | — | — | — | — | — | — | — | Private companies & partnerships | joint | $375K | $250K – $500K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| TX Trans Commn TPK 5% TPK Tran Due 08/15/42 [GS] | — | — | — | — | — | — | — | — | — | — | — | — | — | Bonds | joint | $375K | $250K – $500K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| University Kans Hos 4%36 SYST HLTH Due 03/01/36 [GS] | — | — | — | — | — | — | — | — | — | — | — | — | — | Bonds | joint | $375K | $250K – $500K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| University Tex Univ Revs Fing SYS BDS 5.00% Due Aug 15, 2036 [GS] | — | — | — | — | — | — | — | — | — | — | — | — | — | Bonds | joint | $375K | $250K – $500K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Wisconsin ST Go BDS Ser. 2025 A 5.00% Due May 1, 2036 [GS] | — | — | — | — | — | — | — | — | — | — | — | — | — | Bonds | joint | $375K | $250K – $500K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| New York N Y City Transitional Fin 5.00% Due Feb 1, 2032 [GS] | — | — | — | — | — | — | — | — | — | — | — | — | — | Bonds | joint | $375K | $250K – $500K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Washington ST MTR Veh Fuel Tax Related 5.00% Due Aug 1, 2028 [GS] | — | — | — | — | — | — | — | — | — | — | — | — | — | Bonds | joint | $375K | $250K – $500K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Illinois State Sales Tax Rev JR Oblig 4.00% Due Jun 15 2030 [GS] | — | — | — | — | — | — | — | — | — | — | — | — | — | Bonds | joint | $375K | $250K – $500K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Security Properties TriRock [HE] | — | — | — | — | — | — | — | — | — | — | — | — | — | Private companies & partnerships | joint | $375K | $250K – $500K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| FZFXX Fidelity Treasury Money Market Fund (FZFXX) [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | Self | $208K | $115K – $300K | — | — | report | Dec 31, 2025 | 81% | — | — | — | $1.00 | — | — | — | — | — | — | ||
| SPYETF SPDR S&P 500 (SPY) [EF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | Spouse | $198K | $113K – $282K | 257 | $681.92 | report | Dec 31, 2025 | 81% | SPDR S&P 500 ETF TRUST | Funds | S&P 500 | $769.64 | +0.74% | 16 | 62 | $18.8M | 42d | Aug 22, 2026 | ||
| Fidelity Taxable Interest Bearing Cash Option (FCASH) [BA] | — | — | — | — | — | — | — | — | — | — | — | — | — | Cash & deposits | joint | $183K | $115K – $250K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Vanguard Institutional 500 Index Trust [OT] | — | — | — | — | — | — | — | — | — | — | — | — | — | Other | Self | $175K | $100K – $250K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Fid Contra Pool CL 3 [OT] | — | — | — | — | — | — | — | — | — | — | — | — | — | Other | Self | $175K | $100K – $250K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Gryphon Mezzanine Partners [HE] | — | — | — | — | — | — | — | — | — | — | — | — | — | Private companies & partnerships | joint | $175K | $100K – $250K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Redwood Kairos Real Estate Fund IV [HE] | — | — | — | — | — | — | — | — | — | — | — | — | — | Private companies & partnerships | joint | $175K | $100K – $250K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Merrill Lynch Cash Account [BA] | — | — | — | — | — | — | — | — | — | — | — | — | — | Cash & deposits | joint | $75K | $50K – $100K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| FTEXX Fidelity Municipal Money Market Fund (FTEXX) [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | joint | $75K | $50K – $100K | — | — | report | Dec 31, 2025 | 81% | — | — | — | $1.00 | — | — | — | — | — | — | ||
| FZFXX Fidelity Treasury Money Market Fund (FZFXX) [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | Spouse | $75K | $50K – $100K | — | — | report | Dec 31, 2025 | 81% | — | — | — | $1.00 | — | — | — | — | — | — | ||
| PIMCO Total Return [OT] | — | — | — | — | — | — | — | — | — | — | — | — | — | Other | Self | $32.5K | $15K – $50K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Charles Schwab Cash Account [BA] | — | — | — | — | — | — | — | — | — | — | — | — | — | Cash & deposits | joint | $8K | $1K – $15K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| SWVXX Schwab Value Advantage Money Fund (SWVXX) [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | joint | $8K | $1K – $15K | 8,000 | $1.00 | report | Dec 31, 2025 | 81% | Schwab Value Advantage Money Fund | Funds | — | $1.00 | — | 2 | 17 | $54.1M | 43d | Jul 15, 2025 | ||
| VFFSX Vanguard 500 Index Fund Institutional Select Shares (VFFSX) [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | Spouse | $564 | $0 – $1.1K | 1 | $335.01 | report | Dec 31, 2025 | 81% | — | — | — | $377.87 | +0.74% | — | — | — | — | — | ||
| VFFSX Vanguard 500 Index Fund Institutional Select Shares (VFFSX) [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | Self | $564 | $0 – $1.1K | 1 | $335.01 | report | Dec 31, 2025 | 81% | — | — | — | $377.87 | +0.74% | — | — | — | — | — | ||
| Florida HSG Fin Corp Homeowner MTG Rev 2.15% Due 07/01/2029 [GS] | — | — | — | — | — | — | — | — | — | — | — | — | — | Bonds | joint | $500 | $0 – $1K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Sales Tax Securitization Corp 5.00% Due 01/01/31 [GS] | — | — | — | — | — | — | — | — | — | — | — | — | — | Bonds | joint | $500 | $0 – $1K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| New York NY City Transitional Fin 5.00% Due 11/01/2027 [GS] | — | — | — | — | — | — | — | — | — | — | — | — | — | Bonds | joint | $500 | $0 – $1K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Tennessee HSG Dev Agy Residential Fin 2.80% Due Jan 1, 2026 [GS] | — | — | — | — | — | — | — | — | — | — | — | — | — | Bonds | joint | $500 | $0 – $1K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Global Partnerships SIF 6.0 (2.75% September 2025) [HE] | — | — | — | — | — | — | — | — | — | — | — | — | — | Private companies & partnerships | joint | $500 | $0 – $1K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Florida Dev Fin Corp Healthcare Facs Rev 4.00 % Due Nov 15,… | — | — | — | — | — | — | — | — | — | — | — | — | — | Bonds | joint | $500 | $0 – $1K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Oklahoma City Okla Go BDS Ser. 2023 4.00 % Due Mar 1, 2035 [GS] | — | — | — | — | — | — | — | — | — | — | — | — | — | Bonds | joint | $500 | $0 – $1K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Ohio ST Higher Ed Go BDS Ser. 2025 A 5.00% Due May 1, 2036 [GS] | — | — | — | — | — | — | — | — | — | — | — | — | — | Bonds | joint | $500 | $0 – $1K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Pacific Co B1 Bond - San Diego Naranja [OT] | — | — | — | — | — | — | — | — | — | — | — | — | — | Other | joint | $500 | $0 – $1K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Colorado Health Fac 5% Hosp HLTH Due 08/01/49 [GS] | — | — | — | — | — | — | — | — | — | — | — | — | — | Bonds | joint | $500 | $0 – $1K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| UT ST Tran Auth 5%36 Excise Tax Due 06/15/36 [GS] | — | — | — | — | — | — | — | — | — | — | — | — | — | Bonds | joint | $500 | $0 – $1K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| New Jersey ST Transn TR FD Auth SYS BDS 5.00 % Due Jun 15, … | — | — | — | — | — | — | — | — | — | — | — | — | — | Bonds | joint | $500 | $0 – $1K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Austin Tex Indpt SCH Dist Unltd Tax Ref 5.00 % Due Aug 1, 2… | — | — | — | — | — | — | — | — | — | — | — | — | — | Bonds | joint | $500 | $0 – $1K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Pacific Co B1 Bond - 80 Saratoga [OT] | — | — | — | — | — | — | — | — | — | — | — | — | — | Other | joint | $500 | $0 – $1K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Honolulu HI City & 4%32 GO Utx Due 10/01/32 [GS] | — | — | — | — | — | — | — | — | — | — | — | — | — | Bonds | joint | $500 | $0 – $1K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| — | — | — | — | — | — | — | — | — | — | — | — | — | Other | Self | $336 | $336 | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — |
From their financial disclosures: every asset with its value band on the report's date. Stocks and funds with a price: estimated shares (value ÷ that day's price) moved to today's price, plus every trade since the report; everything else (cash, private companies, real estate) as reported. "Trades only" = bought after the report, or no report read yet. Debts are from the same report (mortgages on a home they live in usually aren't listed); net worth = assets − debts. Estimates, never exact: the bands are wide and the top one is open-ended ("over $50M").
Sales that made money
72%
47 sales we can price
Average sale
+12.8%
gain vs average cost
Typical holding time
660 d
buy to sale (median)
30 days after a buy
+2.9%
the stock, on average · S&P 500 +0.7%
Buys that beat the market
65%
over the next 30 days
Positions
one row per stock · click a row for every buy and sell| Ticker | Status | Market value | Shares (from trades) | Avg price | Change $ | Change % | Realized | Total P/L | Put in | Trades | Buys / sells | Lag | First trade | Last trade | Kind | Owner | Value (disclosed) | Range | Shares (disclosed) | Price at report | Basis | Evidence | Confidence | Company | Sector | Fund | Price | Today | People | Trades (all officials) | Buys / sells (all officials) | Est. volume | Lag (all officials) | Latest disclosure | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MSFT | Closed | — | — | — | — | — | $6.2M | $6.2M+9.2% | $67.5M | 61 | 10d | Dec 23, 2013 | Aug 31, 2024 | — | — | — | — | — | — | — | — | — | MICROSOFT CORP | Technology | — | $517.53 | +0.92% | 89 | 564 | $301M | 27d | Oct 03, 2026 | |||||||||||||||||||||||||||
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Showing stocks they traded since January 2023 (the top bar's "Since"). Profit and loss still counts their whole history, since a sale's gain depends on when the shares were bought.
Not shown: 1 stocks they only sold, bought before our data starts (reports from 2014, prices from 2012): BRK-B
Not priced: 60 tickers no longer listed, 19 tickers now used by another company (SUNE was SunEdison), 12 without a price for that day, 8 sales of shares bought before our data (2012 on), 1 exchanges.
Trades
4 trades
| Disclosed | Ticker | Type | Amount | Traded | Lag | Price at trade | Price now | Since trade | After report | Before report | S&P since trade | Per year | Price at report | Est. shares | Worth now | $ since trade | Sale P/L | Held | Shares after | Position after | Next 30 days | Owner | Asset as written | Fund | Sector | Read by | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sep 09, 2024~ | MSFT | Sell | $100K–$250K | Aug 31, 2024 | 9d | $417.14 | $517.53 | +24.1% | +27.6% | -2.7% | +36.5% | +10.9% | $405.72 | 420 | $217K | −$42.1K | — | — | 0 | — | — | joint | Microsoft Corporation - Common Stock (MSFT) [ST] | — | Technology | textlayer | |
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| Mar 08, 2024~ | MSFT | Sell | $100K–$250K | Feb 29, 2024 | 8d | $413.64 | $517.53 | +25.1% | +27.4% | -1.8% | +51.5% | +9.0% | $406.22 | 423 | $219K | −$44K | — | — | 0 | — | — | spouse | Microsoft Corporation - Common Stock (MSFT) [ST] | — | Technology | textlayer | |
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| Sep 11, 2023~ | MSFT | Sell | $250K–$500K | Aug 30, 2023 | 12d | $328.79 | $517.53 | +57.4% | +53.1% | +2.8% | +70.6% | +15.8% | $337.94 | 1,141 | $590K | −$215K | — | — | 0 | — | — | spouse | Microsoft Corporation (MSFT) [ST] | — | Technology | textlayer | |
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| Sep 11, 2023~ | MSFT | Sell | $500K–$1M | Aug 31, 2023 | 11d | $327.76 | $517.53 | +57.9% | +53.1% | +3.1% | +70.9% | +15.9% | $337.94 | 2,288 | $1.2M | −$434K | — | — | 0 | — | — | spouse | Microsoft Corporation (MSFT) [ST] | — | Technology | textlayer | |
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Reports on file
| Filed | Report | Source | Status | Trades | |
|---|---|---|---|---|---|
| Sep 30, 2026 | Trade report (PTR) | House | read | — | Open |
| Sep 14, 2026 | Trade report (PTR) | House | read | — | Open |
| Aug 21, 2026 | Trade report (PTR) | House | read | — | Open |
| Aug 11, 2026 | Trade report (PTR) | House | read | — | Open |
| Jun 11, 2026 | Trade report (PTR) | House | read | — | Open |
| May 26, 2026 | Trade report (PTR) | House | read | — | Open |
| May 14, 2026 | Annual report | House | Phase 7 | — | Open |
| May 08, 2026 | Trade report (PTR) | House | read | — | Open |
| Apr 28, 2026 | Trade report (PTR) | House | read | — | Open |
| Mar 12, 2026 | Trade report (PTR) | House | read | — | Open |
| Jan 23, 2026 | Trade report (PTR) | House | read | — | Open |
| Jan 12, 2026 | Trade report (PTR) | House | read | — | Open |
| Dec 08, 2025 | Trade report (PTR) | House | read | — | Open |
| Nov 12, 2025 | Trade report (PTR) | House | read | — | Open |
| Oct 30, 2025 | Trade report (PTR) | House | read | — | Open |
| Oct 13, 2025 | Trade report (PTR) | House | read | — | Open |
| Sep 28, 2025 | Trade report (PTR) | House | read | — | Open |
| Aug 29, 2025 | Trade report (PTR) | House | read | — | Open |
| Aug 09, 2025 | Trade report (PTR) | House | read | — | Open |
| Jul 17, 2025 | Trade report (PTR) | House | read | — | Open |
| Jun 24, 2025 | Trade report (PTR) | House | read | — | Open |
| Jun 08, 2025 | Trade report (PTR) | House | read | — | Open |
| May 15, 2025 | Annual report | House | Phase 7 | — | Open |
| May 07, 2025 | Trade report (PTR) | House | read | — | Open |
| Apr 10, 2025 | Trade report (PTR) | House | read | — | Open |
| Mar 26, 2025 | Trade report (PTR) | House | read | — | Open |
| Feb 25, 2025 | Trade report (PTR) | House | read | — | Open |
| Feb 09, 2025 | Trade report (PTR) | House | read | — | Open |
| Dec 23, 2024 | Trade report (PTR) | House | read | — | Open |
| Nov 21, 2024 | Trade report (PTR) | House | read | — | Open |
| Nov 07, 2024 | Trade report (PTR) | House | read | — | Open |
| Oct 04, 2024 | Trade report (PTR) | House | read | — | Open |
| Sep 09, 2024 | Trade report (PTR) | House | read | 1 | Open |
| Aug 23, 2024 | Trade report (PTR) | House | read | — | Open |
| Aug 06, 2024 | Trade report (PTR) | House | read | — | Open |
| Jul 11, 2024 | Trade report (PTR) | House | read | — | Open |
| Jun 20, 2024 | Annual report | House | Phase 7 | — | Open |
| Jun 20, 2024 | Trade report (PTR) | House | read | — | Open |
| Jun 10, 2024 | Trade report (PTR) | House | read | — | Open |
| Mar 08, 2024 | Trade report (PTR) | House | read | 1 | Open |
| Feb 21, 2024 | Trade report (PTR) | House | read | — | Open |
| Feb 05, 2024 | Trade report (PTR) | House | read | — | Open |
| Jan 22, 2024 | Trade report (PTR) | House | read | — | Open |
| Dec 23, 2023 | Trade report (PTR) | House | read | — | Open |
| Dec 13, 2023 | Trade report (PTR) | House | read | — | Open |
| Nov 26, 2023 | Trade report (PTR) | House | read | — | Open |
| Nov 08, 2023 | Trade report (PTR) | House | read | — | Open |
| Oct 10, 2023 | Trade report (PTR) | House | read | — | Open |
| Sep 25, 2023 | Trade report (PTR) | House | read | — | Open |
| Sep 11, 2023 | Trade report (PTR) | House | read | 2 | Open |
| Aug 08, 2023 | Trade report (PTR) | House | read | — | Open |
| Jul 25, 2023 | Trade report (PTR) | House | read | — | Open |
| Jul 07, 2023 | Trade report (PTR) | House | read | — | Open |
| Jun 23, 2023 | Trade report (PTR) | House | read | — | Open |
| Jun 14, 2023 | Trade report (PTR) | House | read | — | Open |
| Jun 07, 2023 | Trade report (PTR) | House | read | — | Open |
| May 25, 2023 | Trade report (PTR) | House | read | — | Open |
| May 06, 2023 | Trade report (PTR) | House | read | — | Open |
| Apr 10, 2023 | Trade report (PTR) | House | read | — | Open |
| Mar 20, 2023 | Trade report (PTR) | House | read | — | Open |
| Mar 07, 2023 | Trade report (PTR) | House | read | — | Open |
| Feb 19, 2023 | Trade report (PTR) | House | read | — | Open |
| Feb 06, 2023 | Trade report (PTR) | House | read | — | Open |
| Jan 21, 2023 | Trade report (PTR) | House | read | — | Open |
| Jan 02, 2023 | Trade report (PTR) | House | read | — | Open |
| Dec 13, 2022 | Trade report (PTR) | House | read | — | Open |
| Nov 28, 2022 | Trade report (PTR) | House | read | — | Open |
| Nov 14, 2022 | Trade report (PTR) | House | read | — | Open |
| Oct 28, 2022 | Trade report (PTR) | House | read | — | Open |
| Oct 10, 2022 | Trade report (PTR) | House | read | — | Open |
| Sep 12, 2022 | Trade report (PTR) | House | read | — | Open |
| Aug 26, 2022 | Trade report (PTR) | House | read | — | Open |
| Aug 08, 2022 | Trade report (PTR) | House | read | — | Open |
| Jul 25, 2022 | Trade report (PTR) | House | read | — | Open |
| Jul 08, 2022 | Trade report (PTR) | House | read | — | Open |
| Jun 23, 2022 | Trade report (PTR) | House | read | — | Open |
| Jun 11, 2022 | Trade report (PTR) | House | read | — | Open |
| May 23, 2022 | Trade report (PTR) | House | read | — | Open |
| May 08, 2022 | Trade report (PTR) | House | read | — | Open |
| Apr 20, 2022 | Trade report (PTR) | House | read | — | Open |
| Apr 07, 2022 | Trade report (PTR) | House | read | — | Open |
| Mar 22, 2022 | Trade report (PTR) | House | read | — | Open |
| Mar 09, 2022 | Trade report (PTR) | House | read | — | Open |
| Feb 25, 2022 | Trade report (PTR) | House | read | — | Open |
| Feb 09, 2022 | Trade report (PTR) | House | read | — | Open |
| Jan 20, 2022 | Trade report (PTR) | House | read | — | Open |
| Jan 09, 2022 | Trade report (PTR) | House | read | — | Open |
| Dec 28, 2021 | Trade report (PTR) | House | read | — | Open |
| Dec 02, 2021 | Trade report (PTR) | House | read | — | Open |
| Nov 19, 2021 | Trade report (PTR) | House | read | — | Open |
| Oct 29, 2021 | Trade report (PTR) | House | read | — | Open |
| Oct 15, 2021 | Trade report (PTR) | House | read | — | Open |
| Sep 15, 2021 | Trade report (PTR) | House | read | — | Open |
| Aug 06, 2021 | Trade report (PTR) | House | read | — | Open |
| Jul 19, 2021 | Trade report (PTR) | House | read | — | Open |
| Jun 12, 2021 | Trade report (PTR) | House | read | — | Open |
| May 14, 2021 | Trade report (PTR) | House | read | — | Open |
| Apr 13, 2021 | Trade report (PTR) | House | read | — | Open |
| Mar 17, 2021 | Trade report (PTR) | House | read | — | Open |
| Feb 16, 2021 | Trade report (PTR) | House | read | — | Open |
| Jan 13, 2021 | Trade report (PTR) | House | read | — | Open |
| Dec 10, 2020 | Trade report (PTR) | House | read | — | Open |
| Nov 09, 2020 | Trade report (PTR) | House | read | — | Open |
| Sep 14, 2020 | Trade report (PTR) | House | read | — | Open |
| Aug 10, 2020 | Trade report (PTR) | House | read | — | Open |
| Jul 15, 2020 | Trade report (PTR) | House | read | — | Open |
| Jun 14, 2020 | Trade report (PTR) | House | read | — | Open |
| May 16, 2020 | Trade report (PTR) | House | read | — | Open |
| Apr 14, 2020 | Trade report (PTR) | House | read | — | Open |
| Mar 15, 2020 | Trade report (PTR) | House | read | — | Open |
| Feb 14, 2020 | Trade report (PTR) | House | read | — | Open |
| Jan 15, 2020 | Trade report (PTR) | House | read | — | Open |
| Dec 15, 2019 | Trade report (PTR) | House | read | — | Open |
| Nov 14, 2019 | Trade report (PTR) | House | read | — | Open |
| Oct 15, 2019 | Trade report (PTR) | House | read | — | Open |
| Sep 15, 2019 | Trade report (PTR) | House | read | — | Open |
| Aug 14, 2019 | Trade report (PTR) | House | read | — | Open |
| Jul 16, 2019 | Trade report (PTR) | House | read | — | Open |
| Jun 15, 2019 | Trade report (PTR) | House | read | — | Open |
| May 08, 2019 | Trade report (PTR) | House | read | — | Open |
| Apr 12, 2019 | Trade report (PTR) | House | read | — | Open |
| Mar 15, 2019 | Trade report (PTR) | House | read | — | Open |
| Feb 18, 2019 | Trade report (PTR) | House | read | — | Open |
| Jan 15, 2019 | Trade report (PTR) | House | read | — | Open |
| Dec 15, 2018 | Trade report (PTR) | House | read | — | Open |
| Nov 16, 2018 | Trade report (PTR) | House | read | — | Open |
| Oct 16, 2018 | Trade report (PTR) | House | read | — | Open |
| Sep 14, 2018 | Trade report (PTR) | House | read | — | Open |
| Aug 29, 2018 | Trade report (PTR) | House | read | — | Open |
| Jul 15, 2018 | Trade report (PTR) | House | read | — | Open |
| Jun 15, 2018 | Trade report (PTR) | House | read | — | Open |
| May 15, 2018 | Trade report (PTR) | House | read | — | Open |
| Apr 13, 2018 | Trade report (PTR) | House | read | — | Open |
| Mar 06, 2018 | Trade report (PTR) | House | read | — | Open |
| Feb 16, 2018 | Trade report (PTR) | House | read | — | Open |
| Jan 10, 2018 | Trade report (PTR) | House | read | — | Open |
| Dec 16, 2017 | Trade report (PTR) | House | read | — | Open |
| Nov 11, 2017 | Trade report (PTR) | House | read | — | Open |
| Nov 03, 2017 | Trade report (PTR) | House | read | — | Open |
| Sep 19, 2017 | Trade report (PTR) | House | read | — | Open |
| Aug 16, 2017 | Trade report (PTR) | House | read | — | Open |
| Jul 16, 2017 | Trade report (PTR) | House | read | — | Open |
| Jun 08, 2017 | Trade report (PTR) | House | read | — | Open |
| May 10, 2017 | Trade report (PTR) | House | read | — | Open |
| Apr 05, 2017 | Trade report (PTR) | House | read | — | Open |
| Feb 11, 2017 | Trade report (PTR) | House | read | — | Open |
| Jan 10, 2017 | Trade report (PTR) | House | read | — | Open |
| Dec 11, 2016 | Trade report (PTR) | House | read | — | Open |
| Nov 15, 2016 | Trade report (PTR) | House | read | — | Open |
| Oct 16, 2016 | Trade report (PTR) | House | read | — | Open |
| Sep 12, 2016 | Trade report (PTR) | House | read | — | Open |
| Jul 13, 2016 | Trade report (PTR) | House | read | — | Open |
| Jun 15, 2016 | Trade report (PTR) | House | read | — | Open |
| May 13, 2016 | Trade report (PTR) | House | read | — | Open |
| Apr 15, 2016 | Trade report (PTR) | House | read | — | Open |
| Mar 11, 2016 | Trade report (PTR) | House | read | — | Open |
| Feb 15, 2016 | Trade report (PTR) | House | read | — | Open |
| Jan 14, 2016 | Trade report (PTR) | House | read | — | Open |
| Dec 11, 2015 | Trade report (PTR) | House | read | — | Open |
| Nov 11, 2015 | Trade report (PTR) | House | read | — | Open |
| Oct 15, 2015 | Trade report (PTR) | House | read | — | Open |
| Sep 14, 2015 | Trade report (PTR) | House | read | — | Open |
| Aug 10, 2015 | Trade report (PTR) | House | read | — | Open |
| Jul 12, 2015 | Trade report (PTR) | House | read | — | Open |
| May 10, 2015 | Trade report (PTR) | House | read | — | Open |
| Apr 16, 2015 | Trade report (PTR) | House | read | — | Open |
| Mar 10, 2015 | Trade report (PTR) | House | read | — | Open |
| Feb 13, 2015 | Trade report (PTR) | House | read | — | Open |
| Jan 19, 2015 | Trade report (PTR) | House | read | — | Open |
| Dec 11, 2014 | Trade report (PTR) | House | read | — | Open |
| Nov 20, 2014 | Trade report (PTR) | House | read | — | Open |
| Oct 20, 2014 | Trade report (PTR) | House | read | — | Open |
| Sep 21, 2014 | Trade report (PTR) | House | read | — | Open |
| Aug 17, 2014 | Trade report (PTR) | House | read | — | Open |
| Jul 09, 2014 | Trade report (PTR) | House | read | — | Open |
| Jun 12, 2014 | Trade report (PTR) | House | read | — | Open |
| May 12, 2014 | Trade report (PTR) | House | read | — | Open |
| Apr 10, 2014 | Trade report (PTR) | House | needs review | — | Open |
| Mar 14, 2014 | Trade report (PTR) | House | read | — | Open |
| Feb 14, 2014 | Trade report (PTR) | House | read | — | Open |
| Jan 08, 2014 | Trade report (PTR) | House | read | — | Open |