Kimberly Guilfoyle
Reported Asset Values
$3M–$14M+
The data on this page comes from a financial disclosure filed by Kimberly Guilfoyle, who was picked to be: Ambassador to Greece, Department of State. It is part of a collection of thousands of ethics documents ProPublica has been collecting from across the Trump administration.
Roles Outside Government
Officials are required to disclose paid or unpaid positions they hold or recently held outside the federal government, including roles as officer, director, trustee or employee. (Form 278e, Part 1)
| Organization | Position held | Endnote | Line No. |
|---|---|---|---|
| Tru Media LLC | Media Consultant, 5/2018 - Present | 1 | |
| Four Corners Fundraising LLC | Managing Member, 8/2019 - Present | 2 | |
| Make America Great Again Policies | Political Consultant, 3/2021 - 1/2023 | 3 | |
| KGT Global Consulting LLC | Political Consultant, 2/2021 - Present | 4 | |
| KGT Ventures LLC | PR Consultant, 5/2022 - Present | 5 | |
| American Dream Corp | CEO and Founder, 1/2024 - Present | After the filing date, American Dream Corp. was dissolved, and I no longer hold this position. | 6 |
| Metropolitan Medspa LLC | Managing Member, 5/2024 - Present | 7 | |
| KGT Productions LLC | Managing Member, 1/2023 - Present | 8 | |
| Polished Rice, Inc. | Founder, CEO & Director, 2/2025 - Present | 9 | |
| Make America Great Again, Again! Inc. | National Finance Chair, 4/2021 - 1/2023 | 10 |
Employment Assets
Officials are required to disclose assets associated with their employment, including salary, retirement accounts, stocks, intellectual property and awards or prizes. (Form 278e, Part 2)
| Description | Value | Income | Income Type | Endnote | Line No. |
|---|---|---|---|---|---|
| American Dream Corp (Spirits Branding) | $1M - $5M | None (or less than $201) | After the filing date, American Dream Corp. was dissolved, and its assets were transferred to Polished Rice, Inc. | 1 | |
| Metropolitan Medspa LLC (Spa) | $1M - $5M | None (or less than $201) | 2 | ||
| KGT Global Consulting LLC (Business Consulting) | $50,001 - $100K | $392K | Business Income | 3 | |
| Tru Media LLC (Political Consulting) | $15,001 - $50,000 | $30,000 | Business Income | 4 | |
| KGT Ventures LLC (Branding Consulting) | $1,001 - $15,000 | $398K | Business Income | 5 | |
| KGT Productions LLC (Podcasting) | $250K - $500K | $769K | Podcast Income | 6 | |
| IRA Account | 7 | ||||
| ADIDAS AG Sponsored ADR (ADDYY) | $1,001 - $15,000 | None (or less than $201) | 7.1 | ||
| Anheuser-Busch Inbev SA Sponsored ADR (Belgium) (BUD) | $1,001 - $15,000 | None (or less than $201) | 7.2 | ||
| AstraZeneca PLC American Depositary Shares (AZN) | $1,001 - $15,000 | None (or less than $201) | 7.3 | ||
| Flutter Entertainment PLC Ordinary Shares (FLUT) | $1,001 - $15,000 | None (or less than $201) | 7.4 | ||
| Industria De Diseno Textil Intidtex Sa Unspoonsored ADR (IDEXY) | $1,001 - $15,000 | None (or less than $201) | 7.5 | ||
| LyondellBasell Industries NV (LYB) | $1,001 - $15,000 | None (or less than $201) | 7.6 | ||
| Medtronic PLC (mdt) | $15,001 - $50,000 | None (or less than $201) | 7.7 | ||
| Novo Nordisk A/S common stock (NVO) | $1,001 - $15,000 | None (or less than $201) | 7.8 | ||
| Spotify Technology S.A. Ordinary Shares (SPOT) | $1,001 - $15,000 | None (or less than $201) | 7.9 | ||
| Adobe, Inc. (ADBE) | $1,001 - $15,000 | None (or less than $201) | 7.10 | ||
| Airbnb Inc. Class A Common Stock (ABNB) | $1,001 - $15,000 | None (or less than $201) | 7.11 | ||
| Alphabet Inc Class C Capital Stock (GOOG) | $1,001 - $15,000 | None (or less than $201) | 7.12 | ||
| Alphabet Inc Class A Common Stock (GOOGL) | $15,001 - $50,000 | None (or less than $201) | 7.13 | ||
| Amazon.com, Inc. (AMZN) | $15,001 - $50,000 | None (or less than $201) | 7.14 | ||
| Amgen Inc. (AMGN) | $1,001 - $15,000 | None (or less than $201) | 7.15 | ||
| Analog Devices, Inc. (ADI) | $1,001 - $15,000 | None (or less than $201) | 7.16 | ||
| Apple, Inc. (AAPL) | $50,001 - $100K | None (or less than $201) | 7.17 | ||
| Applovin Corporation Class A Common Stock (APP) | $1,001 - $15,000 | None (or less than $201) | 7.18 | ||
| Boeing CO (BA) | $1,001 - $15,000 | None (or less than $201) | 7.19 | ||
| Broadcom, Inc. (AVGO) | $1,001 - $15,000 | None (or less than $201) | 7.20 | ||
| Cadence Design Systems, Inc. (CDNS) | $1,001 - $15,000 | None (or less than $201) | 7.21 | ||
| CME Group, Inc. (CME) | $15,001 - $50,000 | None (or less than $201) | 7.22 | ||
| The Coca-Cola Co. (KO) | $1,001 - $15,000 | None (or less than $201) | 7.23 | ||
| Constellation Energy Corporation Common Stock (CEG) | $1,001 - $15,000 | None (or less than $201) | 7.24 | ||
| Costco Wholesale Corp. (COST) | $1,001 - $15,000 | None (or less than $201) | 7.25 | ||
| CrowdStrike Holdings Inc. Class A Common Stock (CRWD) | $1,001 - $15,000 | None (or less than $201) | 7.26 | ||
| Danaher Corp. (DHR) | $1,001 - $15,000 | None (or less than $201) | 7.27 | ||
| Elevance Health Inc. Common Stock (ELV) | $1,001 - $15,000 | None (or less than $201) | 7.28 | ||
| Eli Lilly & Co. (LLY) | $1,001 - $15,000 | None (or less than $201) | 7.29 | ||
| Exxon Mobil Corp. (XOM) | $1,001 - $15,000 | None (or less than $201) | 7.30 | ||
| GE Aerospace common stock (GE) | $1,001 - $15,000 | None (or less than $201) | 7.31 | ||
| General Dynamics Corp. (GD) | $1,001 - $15,000 | None (or less than $201) | 7.32 | ||
| Goldman Sachs Group Inc (gs) | $1,001 - $15,000 | None (or less than $201) | 7.33 | ||
| The Home Depot, Inc. (HD) | $15,001 - $50,000 | None (or less than $201) | 7.34 | ||
| Honeywell International, Inc. (HON) | $15,001 - $50,000 | None (or less than $201) | 7.35 | ||
| Intuitive Surgical, Inc. (ISRG) | $1,001 - $15,000 | None (or less than $201) | 7.36 | ||
| JPMorgan Chase & Co (JPM) | $15,001 - $50,000 | None (or less than $201) | 7.37 | ||
| KKR & Co., Inc. (KKR) | $1,001 - $15,000 | None (or less than $201) | 7.38 | ||
| KLA Corp. (KLAC) | $1,001 - $15,000 | None (or less than $201) | 7.39 | ||
| Lockheed Martin Corp. (LMT) | $1,001 - $15,000 | None (or less than $201) | 7.40 | ||
| Mastercard, Inc. (MA) | $1,001 - $15,000 | None (or less than $201) | 7.41 | ||
| McDonald's Corp. (MCD) | $15,001 - $50,000 | None (or less than $201) | 7.42 | ||
| Merck & Co., Inc. (mrk) | $1,001 - $15,000 | None (or less than $201) | 7.43 | ||
| Meta Platforms Inc. Class A Common Stock (META) | $1,001 - $15,000 | None (or less than $201) | 7.44 | ||
| Microsoft Corp. (MSFT) | $15,001 - $50,000 | None (or less than $201) | 7.45 | ||
| Mobileye Global Inc (MBLY) | $1,001 - $15,000 | None (or less than $201) | 7.46 | ||
| Moody's Corp. (MCO) | $1,001 - $15,000 | None (or less than $201) | 7.47 | ||
| Morgan Stanley (ms) | $15,001 - $50,000 | None (or less than $201) | 7.48 | ||
| Netflix, Inc. (NFLX) | $1,001 - $15,000 | None (or less than $201) | 7.49 | ||
| Nextera Energy, Inc. (NEE) | $1,001 - $15,000 | None (or less than $201) | 7.50 | ||
| Nvidia Corp. (NVDA) | $15,001 - $50,000 | None (or less than $201) | 7.51 | ||
| Oracle Corp. (ORCL) | $1,001 - $15,000 | None (or less than $201) | 7.52 | ||
| Palo Alto Networks, Inc. (PANW) | $1,001 - $15,000 | None (or less than $201) | 7.53 | ||
| Procter & Gamble Co (pg) | $15,001 - $50,000 | None (or less than $201) | 7.54 | ||
| Progressive Corp. (PGR) | $1,001 - $15,000 | None (or less than $201) | 7.55 | ||
| RTX Corporation Common Stock (RTX) | $1,001 - $15,000 | None (or less than $201) | 7.56 | ||
| Salesforce.com, inc. (CRM) | $1,001 - $15,000 | None (or less than $201) | 7.57 | ||
| ServiceNow, Inc. (NOW) | $1,001 - $15,000 | None (or less than $201) | 7.58 | ||
| SOUTHERN COMPANY (SO) | $15,001 - $50,000 | None (or less than $201) | 7.59 | ||
| Starbucks Corp. (SBUX) | $1,001 - $15,000 | None (or less than $201) | 7.60 | ||
| T-Mobile US, Inc. (TMUS) | $15,001 - $50,000 | None (or less than $201) | 7.61 | ||
| Tesla, Inc. (TSLA) | $1,001 - $15,000 | None (or less than $201) | 7.62 | ||
| Texas Instruments Incorporated (TXN) | $15,001 - $50,000 | None (or less than $201) | 7.63 | ||
| Thermo Fisher Scientific, Inc. (TMO) | $1,001 - $15,000 | None (or less than $201) | 7.64 | ||
| The TJX Cos., Inc. (TJX) | $1,001 - $15,000 | None (or less than $201) | 7.65 | ||
| Uber Technologies, Inc. (UBER) | $1,001 - $15,000 | None (or less than $201) | 7.66 | ||
| Union Pacific Corp. (UNP) | $1,001 - $15,000 | None (or less than $201) | 7.67 | ||
| Vertex Pharmaceuticals, Inc. (VRTX) | $1,001 - $15,000 | None (or less than $201) | 7.68 | ||
| Visa, Inc. (V) | $15,001 - $50,000 | None (or less than $201) | 7.69 | ||
| Walmart, Inc. (WMT) | $15,001 - $50,000 | None (or less than $201) | 7.70 | ||
| The Walt Disney Co. (DIS) | $1,001 - $15,000 | None (or less than $201) | 7.71 | ||
| Wells Fargo & Co. (WFC) | $1,001 - $15,000 | None (or less than $201) | 7.72 | ||
| Workday, Inc. (WDAY) | $1,001 - $15,000 | None (or less than $201) | 7.73 | ||
| Air Products and Chemicals, Inc. (APD) | $15,001 - $50,000 | None (or less than $201) | 7.74 | ||
| Cheniere Energy, Inc. (LNG) | $15,001 - $50,000 | None (or less than $201) | 7.75 | ||
| Datadog Inc. Class A Common Stock (DDOG) | $1,001 - $15,000 | None (or less than $201) | 7.76 | ||
| DexCom, Inc. (DXCM) | $1,001 - $15,000 | None (or less than $201) | 7.77 | ||
| eBay, Inc. (EBAY) | $1,001 - $15,000 | None (or less than $201) | 7.78 | ||
| Ecolab, Inc. (ECL) | $15,001 - $50,000 | None (or less than $201) | 7.79 | ||
| Edwards Lifesciences Corp. (EW) | $1,001 - $15,000 | None (or less than $201) | 7.80 | ||
| Fortive Corp. (FTV) | $1,001 - $15,000 | None (or less than $201) | 7.81 | ||
| The Hershey Co. (HSY) | $15,001 - $50,000 | None (or less than $201) | 7.82 | ||
| Hilton Worldwide Holdings, Inc. (HLT) | $1,001 - $15,000 | None (or less than $201) | 7.83 | ||
| Las Vegas Sands Corp. (LVS) | $1,001 - $15,000 | None (or less than $201) | 7.84 | ||
| Lennar Corp. (LEN) | $1,001 - $15,000 | None (or less than $201) | 7.85 | ||
| Liberty Media Corp. (FWONA) | $1,001 - $15,000 | None (or less than $201) | 7.86 | ||
| lululemon athletica, Inc. (LULU) | $1,001 - $15,000 | None (or less than $201) | 7.87 | ||
| Moderna Inc. Common Stock (MRNA) | $1,001 - $15,000 | None (or less than $201) | 7.88 | ||
| Nasdaq, Inc. (NDAQ) | $1,001 - $15,000 | None (or less than $201) | 7.89 | ||
| Snowflake Inc. Class A Common Stock (SNOW) | $1,001 - $15,000 | None (or less than $201) | 7.90 | ||
| State Street Corp. (STT) | $1,001 - $15,000 | None (or less than $201) | 7.91 | ||
| Sysco Corp. (SYY) | $1,001 - $15,000 | None (or less than $201) | 7.92 | ||
| The Trade Desk, Inc. (TTD) | $1,001 - $15,000 | None (or less than $201) | 7.93 | ||
| Truist Financial Corporation Common Stock (TFC) | $15,001 - $50,000 | None (or less than $201) | 7.94 | ||
| United Rentals, Inc. (URI) | $1,001 - $15,000 | None (or less than $201) | 7.95 | ||
| Vertiv Holdings LLC Class A Common Stock (VRT) | $1,001 - $15,000 | None (or less than $201) | 7.96 | ||
| Warner Bros. Discovery Inc. Series A Common Stock (WBD) | $1,001 - $15,000 | None (or less than $201) | 7.97 | ||
| Polaris Inc. (PII) | $1,001 - $15,000 | None (or less than $201) | 7.98 | ||
| U.S. Bank (Cash) | $15,001 - $50,000 | None (or less than $201) | 7.99 | ||
| Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | $1,001 - $15,000 | None (or less than $201) | 7.100 | ||
| Cohen & Steers Preferred Securities and Income SMA Shares, Inc (PISHX) | $100K - $250K | None (or less than $201) | 7.101 | ||
| Arch Capital Group Ltd. Depositary Shares each Representing a 1/1000th Interest in a 4.550% Non-Cumulative Preferred Share Series G (ACGLN) | $1,001 - $15,000 | None (or less than $201) | 7.102 | ||
| Algonquin Power & Utilities Corp. 6.20% Fixed-to-Floating Subordinated Notes Series 2019-A due July 1 2079 (AQNB) | $1,001 - $15,000 | None (or less than $201) | 7.103 | ||
| AXIS Capital Holdings Ltd. (AXSPRE) | $1,001 - $15,000 | None (or less than $201) | 7.104 | ||
| Enstar Group Limited Depositary Shares Each Representing 1/1000th of an interest in Preference Shares (ESGRP) | $1,001 - $15,000 | None (or less than $201) | 7.105 | ||
| RenaissanceRe Holdings Ltd. (RNRPRG) | $1,001 - $15,000 | None (or less than $201) | 7.106 | ||
| DigitalBridge Group Inc. (DBRGPRJ) | $1,001 - $15,000 | None (or less than $201) | 7.107 | ||
| KeyCorp (KEYPRL) | $1,001 - $15,000 | None (or less than $201) | 7.108 | ||
| Lincoln National Corp. (LNCPRD) | $1,001 - $15,000 | None (or less than $201) | 7.109 | ||
| M&T Bank Corp. (MTBPRJ) | $1,001 - $15,000 | None (or less than $201) | 7.110 | ||
| National Storage Affiliates Trust (NSAPRA) | $1,001 - $15,000 | None (or less than $201) | 7.111 | ||
| Regions Financial Corp. (RFPRC) | $1,001 - $15,000 | None (or less than $201) | 7.112 | ||
| SCE Trust IV (SCEPRJ) | $1,001 - $15,000 | None (or less than $201) | 7.113 | ||
| SCE Trust VII (SCEPRM) | $1,001 - $15,000 | None (or less than $201) | 7.114 | ||
| WESCO International, Inc. (WCCPRA) | $1,001 - $15,000 | None (or less than $201) | 7.115 | ||
| Wells Fargo & Co. (WFCPRA) | $1,001 - $15,000 | None (or less than $201) | 7.116 | ||
| Wells Fargo & Co. (WFCPRD) | $1,001 - $15,000 | None (or less than $201) | 7.117 | ||
| Wells Fargo & Co. (WFCPRZ) | $1,001 - $15,000 | None (or less than $201) | 7.118 | ||
| Aegon Funding Company LLC 5.10% Subordinated Notes due 2049 (AEFC) | $1,001 - $15,000 | None (or less than $201) | 7.119 | ||
| Allstate Corp (ALLPRH) | $1,001 - $15,000 | None (or less than $201) | 7.120 | ||
| Allstate Corp (ALLPRJ) | $1,001 - $15,000 | None (or less than $201) | 7.121 | ||
| Apollo Global Management Inc. (APOS) | $1,001 - $15,000 | None (or less than $201) | 7.122 | ||
| Athene Holding Ltd. (ATHPRA) | $1,001 - $15,000 | None (or less than $201) | 7.123 | ||
| Athene Holding Ltd. (ATHPRC) | $1,001 - $15,000 | None (or less than $201) | 7.124 | ||
| Athene Holding Ltd. (ATHPRE) | $1,001 - $15,000 | None (or less than $201) | 7.125 | ||
| Bank of America Corp. (BACPRB) | $1,001 - $15,000 | None (or less than $201) | 7.126 | ||
| Bank of America Corp. (BACPRK) | $1,001 - $15,000 | None (or less than $201) | 7.127 | ||
| Bank of America Corp. (BACPRM) | $1,001 - $15,000 | None (or less than $201) | 7.128 | ||
| Bank of America Corp. (BACPRN) | $1,001 - $15,000 | None (or less than $201) | 7.129 | ||
| Bank of America Corp. (BACPRO) | $1,001 - $15,000 | None (or less than $201) | 7.130 | ||
| Bank of America Corp. (BACQ) | $1,001 - $15,000 | None (or less than $201) | 7.131 | ||
| Bank of America Corp. (BACPRS) | $1,001 - $15,000 | None (or less than $201) | 7.132 | ||
| The Carlyle Group Inc. 4.625% Subordinated Notes due 2061 (CGABL) | $1,001 - $15,000 | None (or less than $201) | 7.133 | ||
| CMS Energy Corporation 5.875% Junior Subordinated Notes due 2079 (CMSD) | $1,001 - $15,000 | None (or less than $201) | 7.134 | ||
| Corebridge Financial Inc (CRBD) | $1,001 - $15,000 | None (or less than $201) | 7.135 | ||
| DTE Energy Company 2020 Series G 4.375% Junior Subordinated Debentures due 2080 (DTB) | $1,001 - $15,000 | None (or less than $201) | 7.136 | ||
| Equitable Holdings, Inc. (EQHPRC) | $1,001 - $15,000 | None (or less than $201) | 7.137 | ||
| JPMorgan Chase & Co. (JPMPRC) | $1,001 - $15,000 | None (or less than $201) | 7.138 | ||
| JPMorgan Chase & Co. (JPMPRD) | $1,001 - $15,000 | None (or less than $201) | 7.139 | ||
| JPMorgan Chase & Co. (JPMPRK) | $1,001 - $15,000 | None (or less than $201) | 7.140 | ||
| JPMorgan Chase & Co. (JPMPRL) | $1,001 - $15,000 | None (or less than $201) | 7.141 | ||
| JPMorgan Chase & Co. (JPMPRM) | $1,001 - $15,000 | None (or less than $201) | 7.142 | ||
| KKR Group Finance Co. IX LLC 4.625% Subordinated Notes due 2061 (KKRS) | $1,001 - $15,000 | None (or less than $201) | 7.143 | ||
| MetLife, Inc. (METPRE) | $1,001 - $15,000 | None (or less than $201) | 7.144 | ||
| MetLife, Inc. (METPRF) | $1,001 - $15,000 | None (or less than $201) | 7.145 | ||
| Affiliated Managers Group Inc. 4.750% Junior Subordinated Notes due 2060 (MGRB) | $1,001 - $15,000 | None (or less than $201) | 7.146 | ||
| Affiliated Managers Group Inc. 6.75% Junior Subordinated Notes Due 2064 (MGRE) | $1,001 - $15,000 | None (or less than $201) | 7.147 | ||
| Morgan Stanley (MSPRE) | $1,001 - $15,000 | None (or less than $201) | 7.148 | ||
| Morgan Stanley (MSPRF) | $1,001 - $15,000 | None (or less than $201) | 7.149 | ||
| Morgan Stanley (MSPRI) | $1,001 - $15,000 | None (or less than $201) | 7.150 | ||
| Morgan Stanley (MSPRK) | $1,001 - $15,000 | None (or less than $201) | 7.151 | ||
| Morgan Stanley (MSPRO) | $1,001 - $15,000 | None (or less than $201) | 7.152 | ||
| Morgan Stanley (MSPRP) | $1,001 - $15,000 | None (or less than $201) | 7.153 | ||
| Morgan Stanley (MSPRQ) | $1,001 - $15,000 | None (or less than $201) | 7.154 | ||
| NextEra Energy, Inc. (NEEPRN) | $1,001 - $15,000 | None (or less than $201) | 7.155 | ||
| Public Storage (PSAPRI) | $1,001 - $15,000 | None (or less than $201) | 7.156 | ||
| Public Storage (PSAPRR) | $1,001 - $15,000 | None (or less than $201) | 7.157 | ||
| Reinsurance Group of America, Inc. (RZC) | $1,001 - $15,000 | None (or less than $201) | 7.158 | ||
| Southern Company (The) Series 2020A 4.95% Junior Subordinated Notes due January 30 2080 (SOJD) | $1,001 - $15,000 | None (or less than $201) | 7.159 | ||
| Southern Company (SOJF) | $1,001 - $15,000 | None (or less than $201) | 7.160 | ||
| DBA Sempra 5.750% Junior Subordinated Notes due 2079 (SREA) | $1,001 - $15,000 | None (or less than $201) | 7.161 | ||
| AT&T Inc. 5.350% Global Notes due 2066 (TBB) | $1,001 - $15,000 | None (or less than $201) | 7.162 | ||
| Truist Financial Corporation (TFCPRR) | $1,001 - $15,000 | None (or less than $201) | 7.163 | ||
| TPG Operating Group II, LP 6.950% Fixed- Rate Junior Subordinated Notes due 2064 (TPGXL) | $1,001 - $15,000 | None (or less than $201) | 7.164 | ||
| U.S. Bancorp (USBPRP) | $1,001 - $15,000 | None (or less than $201) | 7.165 | ||
| U.S. Bancorp (USBPRR) | $1,001 - $15,000 | None (or less than $201) | 7.166 | ||
| W.R. Berkley Corp. 5.7% Sub. Deb. 2058 (WRBPRE), bond | $1,001 - $15,000 | None (or less than $201) | 7.167 | ||
| American Tower Corporation (REIT) (AMT) | $1,001 - $15,000 | None (or less than $201) | 7.168 | ||
| Crown Castle International Corp. (CCI) | $1,001 - $15,000 | None (or less than $201) | 7.169 | ||
| Four Corners Fundraising LLC | None (or less than $1,001) | $180K | Business Income | 8 |
Employment Agreements
Officials are required to disclose agreements relating to other jobs, including what will happen with any small businesses they own during government service and any continued health care coverage, planned leaves of absence, severance or bonuses. (Form 278e, Part 3)
| Organization | Agreement | Endnote | Line No. |
|---|---|---|---|
| KGT Productions LLC | My podcasting business will be inactive during my appointment and any outstanding client fees will be fixed before I enter government service. (2023-01-01) | 1 | |
| Polished Rice, Inc. | I will step down from my position but will retain passive ownership interest in the company. (2025-02-01) | 2 | |
| Metropolitan Medspa LLC | I will step down from my position but will retain passive ownership interest in the company. (2024-05-01) | 3 | |
| KGT Ventures LLC | My branding consulting business will be inactive during my appointment and any outstanding client fees will be fixed before I enter government service. (2022-05-01) | 4 | |
| KGT Global Consulting LLC | My business consulting business will be inactive during my appointment and any outstanding client fees will be fixed before I enter government service. (2021-02-01) | 5 | |
| Four Corners Fundraising LLC | My fundraising business will be inactive during my appointment and any outstanding client fees will be fixed before I enter government service. (2019-08-01) | 6 | |
| Tru Media LLC | My political consulting business will be inactive during my appointment and any outstanding client fees will be fixed before I enter government service. (2018-05-01) | 7 |
Compensation
Officials are required to disclose the sources of any compensation above $5,000 in a year. (Form 278e, Part 4)
| Organization | Description | Endnote | Line No. |
|---|---|---|---|
| KGT Productions LLC | Podcasting | 1 | |
| KGT Ventures LLC | Branding Consulting | 2 | |
| KGT Global Consulting LLC | Business Consulting | 3 | |
| Tru Media, LLC | Political Consulting | 4 | |
| Adelanto Healthcare Ventures (AHCV) | Media Consulting (client of KGT Global Consulting LLC) | 5 | |
| Right for America Super PAC | Fundraising Services (client of Four Corners Fundraising LLC) | 6 | |
| Four Corners Fundraising LLC | Fundraising Services | 7 | |
| Rumble Canada Inc. | Podcasting (client of KGT Productions LLC) | 8 | |
| Make America Great Again, Again! Inc. | Services as National Finance Chair | 9 |
Other Assets and Income
Officials are required to disclose other assets and sources of investment income belonging to them, their spouse or their dependent children. These include annuities, bonds, cash, college savings plans, farms, precious metals, real estate, stocks, trusts and wills. (Form 278e, Part 6)
| Description | Value | Income | Income Type | Endnote | Line No. |
|---|---|---|---|---|---|
| brokerage account #1 | 1 | ||||
| U.S. Bank (Cash) | $15,001 - $50,000 | None (or less than $201) | 1.1 | ||
| Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | $1,001 - $15,000 | None (or less than $201) | 1.2 | ||
| Anheuser-Busch Inbev SA Sponsored ADR (Belgium) (BUD) | $1,001 - $15,000 | None (or less than $201) | 1.3 | ||
| LyondellBasell Industries NV (LYB) | $1,001 - $15,000 | None (or less than $201) | 1.4 | ||
| Medtronic PLC (mdt) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 1.5 | |
| Adobe, Inc. (ADBE) | $1,001 - $15,000 | None (or less than $201) | 1.6 | ||
| Alphabet, Inc. (GOOG) | $15,001 - $50,000 | None (or less than $201) | 1.7 | ||
| Amazon.com, Inc. (AMZN) | $15,001 - $50,000 | None (or less than $201) | 1.8 | ||
| Amgen Inc. (AMGN) | $1,001 - $15,000 | $201 - $1,000 | Capital Gains Dividends | 1.9 | |
| Analog Devices, Inc. (ADI) | $1,001 - $15,000 | None (or less than $201) | 1.10 | ||
| Apple, Inc. (AAPL) | $15,001 - $50,000 | $201 - $1,000 | Capital Gains Dividends | 1.11 | |
| CME Group, Inc. (CME) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 1.12 | |
| The Coca-Cola Co. (KO) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 1.13 | |
| Danaher Corp. (DHR) | $1,001 - $15,000 | None (or less than $201) | 1.14 | ||
| Elevance Health Inc. Common Stock (ELV) | $1,001 - $15,000 | None (or less than $201) | 1.15 | ||
| Exxon Mobil Corp. (XOM) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 1.16 | |
| First Trust NASDAQ Cybersecurity ETF (CIBR) | $50,001 - $100K | None (or less than $201) | 1.17 | ||
| General Dynamics Corp. (GD) | $1,001 - $15,000 | $1,001 - $2,500 | Capital Gains Dividends | 1.18 | |
| Goldman Sachs Group Inc (gs) | $1,001 - $15,000 | $201 - $1,000 | Capital Gains Dividends | 1.19 | |
| The Home Depot, Inc. (HD) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 1.20 | |
| Honeywell International, Inc. (HON) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 1.21 | |
| JPMorgan Chase & Co (JPM) | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains Dividends | 1.22 | |
| KKR & Co., Inc. (KKR) | $1,001 - $15,000 | $2,501 - $5,000 | Capital Gains Dividends | 1.23 | |
| KLA Corp. (KLAC) | $1,001 - $15,000 | $201 - $1,000 | Capital Gains Dividends | 1.24 | |
| Lockheed Martin Corp. (LMT) | $1,001 - $15,000 | None (or less than $201) | 1.25 | ||
| McDonald's Corp. (MCD) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 1.26 | |
| Merck & Co., Inc. (mrk) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 1.27 | |
| Microsoft Corp. (MSFT) | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains Dividends | 1.28 | |
| Mobileye Global Inc (MBLY) | $1,001 - $15,000 | None (or less than $201) | 1.29 | ||
| Morgan Stanley (ms) | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains Dividends | 1.30 | |
| Nextera Energy, Inc. (NEE) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 1.31 | |
| Oracle Corp. (ORCL) | $1,001 - $15,000 | None (or less than $201) | 1.32 | ||
| Procter & Gamble Co. (PG) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 1.33 | |
| RTX Corporation Common Stock (RTX) | $1,001 - $15,000 | None (or less than $201) | 1.34 | ||
| Salesforce.com, inc. (CRM) | $1,001 - $15,000 | None (or less than $201) | 1.35 | ||
| SOUTHERN COMPANY (SO) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 1.36 | |
| Starbucks Corp. (SBUX) | $1,001 - $15,000 | None (or less than $201) | 1.37 | ||
| T-Mobile US, Inc. (TMUS) | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains Dividends | 1.38 | |
| Texas Instruments Incorporated (TXN) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 1.39 | |
| Thermo Fisher Scientific, Inc. (TMO) | $1,001 - $15,000 | None (or less than $201) | 1.40 | ||
| Union Pacific Corp. (UNP) | $1,001 - $15,000 | None (or less than $201) | 1.41 | ||
| Visa, Inc. (V) | $1,001 - $15,000 | $1,001 - $2,500 | Capital Gains Dividends | 1.42 | |
| Walmart, Inc. (WMT) | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains Dividends | 1.43 | |
| The Walt Disney Co. (DIS) | $1,001 - $15,000 | None (or less than $201) | 1.44 | ||
| Wells Fargo & Co. (WFC) | $1,001 - $15,000 | None (or less than $201) | 1.45 | ||
| Workday, Inc. (WDAY) | $1,001 - $15,000 | None (or less than $201) | 1.46 | ||
| Air Products and Chemicals, Inc. (APD) | $1,001 - $15,000 | $1,001 - $2,500 | Capital Gains Dividends | 1.47 | |
| Cheniere Energy, Inc. (LNG) | $15,001 - $50,000 | $201 - $1,000 | Capital Gains Dividends | 1.48 | |
| eBay, Inc. (EBAY) | $1,001 - $15,000 | None (or less than $201) | 1.49 | ||
| Ecolab, Inc. (ECL) | $1,001 - $15,000 | $1,001 - $2,500 | Capital Gains Dividends | 1.50 | |
| First Trust Financials AlphaDEX Fund (FXO) | $50,001 - $100K | $2,501 - $5,000 | 1.51 | ||
| First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) | $50,001 - $100K | None (or less than $201) | 1.52 | ||
| Fortive Corp. (FTV) | $1,001 - $15,000 | None (or less than $201) | 1.53 | ||
| The Hershey Co. (HSY) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 1.54 | |
| Las Vegas Sands Corp. (LVS) | $1,001 - $15,000 | None (or less than $201) | 1.55 | ||
| Lennar Corp. (LEN) | $1,001 - $15,000 | None (or less than $201) | 1.56 | ||
| Liberty Media Corp. (FWONA) | $1,001 - $15,000 | $201 - $1,000 | Capital Gains | 1.57 | |
| lululemon athletica, Inc. (LULU) | $1,001 - $15,000 | None (or less than $201) | 1.58 | ||
| Moderna Inc. Common Stock (MRNA) | $1,001 - $15,000 | None (or less than $201) | 1.59 | ||
| Nasdaq, Inc. (NDAQ) | $1,001 - $15,000 | None (or less than $201) | 1.60 | ||
| State Street Corp. (STT) | $1,001 - $15,000 | None (or less than $201) | 1.61 | ||
| Sysco Corp. (SYY) | $1,001 - $15,000 | None (or less than $201) | 1.62 | ||
| Truist Financial Corporation Common Stock (TFC) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 1.63 | |
| United Rentals, Inc. (URI) | $1,001 - $15,000 | None (or less than $201) | 1.64 | ||
| Warner Bros. Discovery Inc. Series A Common Stock (WBD) | $1,001 - $15,000 | None (or less than $201) | 1.65 | ||
| Polaris Inc. (PII) | $1,001 - $15,000 | None (or less than $201) | 1.66 | ||
| Broadcom, Inc. (AVGO) | None (or less than $1,001) | $1,001 - $2,500 | Capital Gains | 1.67 | |
| Intuit, Inc. (INTU) | None (or less than $1,001) | $1,001 - $2,500 | Capital Gains | 1.68 | |
| Airbnb Inc. Class A Common Stock (ABNB) | None (or less than $1,001) | $1,001 - $2,500 | Capital Gains | 1.69 | |
| Airbus (EADSY) | None (or less than $1,001) | $1,001 - $2,500 | Capital Gains | 1.70 | |
| Cohen & Steers Preferred Securities and Income SMA Shares, Inc (PISHX) | $100K - $250K | $5,001 - $15,000 | 1.71 | ||
| First Trust SSI Strategic Convertible Securities ETF (FCVT) | $50,001 - $100K | $201 - $1,000 | 1.72 | ||
| Arch Capital Group Ltd. Depositary Shares each Representing a 1/1000th Interest in a 4.550% Non-Cumulative Preferred Share Series G (ACGLN) | $1,001 - $15,000 | None (or less than $201) | 1.73 | ||
| Algonquin Power & Utilities Corp. 6.20% Fixed-to-Floating Subordinated Notes Series 2019-A due July 1 2079 (AQNB) | $1,001 - $15,000 | None (or less than $201) | 1.74 | ||
| AXIS Capital Holdings Ltd. (AXS) | $1,001 - $15,000 | None (or less than $201) | 1.75 | ||
| Enstar Group Limited Depositary Shares Each Representing 1/1000th of an interest in Preference Shares (ESGRP) | $1,001 - $15,000 | None (or less than $201) | 1.76 | ||
| RenaissanceRe Holdings Ltd. (RNR) | $1,001 - $15,000 | None (or less than $201) | 1.77 | ||
| DigitalBridge Group Inc. (DBRG) | $1,001 - $15,000 | None (or less than $201) | 1.78 | ||
| Keycorp (KEY) | $1,001 - $15,000 | None (or less than $201) | 1.79 | ||
| Lincoln National Corp. (LNC) | $1,001 - $15,000 | None (or less than $201) | 1.80 | ||
| M&T Bank Corp. (MTB) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 1.81 | |
| National Storage Affiliates Trust (NSA) | $1,001 - $15,000 | None (or less than $201) | 1.82 | ||
| Regions Financial Corp. (RF) | $1,001 - $15,000 | None (or less than $201) | 1.83 | ||
| SCE Trust IV (SCEPRJ) | $1,001 - $15,000 | None (or less than $201) | 1.84 | ||
| SCE Trust VII (SCEPRM) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 1.85 | |
| WESCO International, Inc. (WCC) | $1,001 - $15,000 | None (or less than $201) | 1.86 | ||
| Wells Fargo & Co. (WFCPRA) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 1.87 | |
| Wells Fargo & Co. (WFCPRD) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 1.88 | |
| Wells Fargo & Co. (WFCPRZ) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 1.89 | |
| Aegon Funding Company LLC 5.10% Subordinated Notes due 2049 (AEFC) | $1,001 - $15,000 | $201 - $1,000 | Interest | 1.90 | |
| Allstate Corp (ALLPRH) | $1,001 - $15,000 | None (or less than $201) | 1.91 | ||
| Allstate Corp (ALLPRJ) | $1,001 - $15,000 | None (or less than $201) | 1.92 | ||
| Apollo Global Management Inc. (APOS) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 1.93 | |
| Athene Holding Ltd. (ATHPRA) | $1,001 - $15,000 | None (or less than $201) | 1.94 | ||
| Athene Holding Ltd. (ATHPRC) | $1,001 - $15,000 | None (or less than $201) | 1.95 | ||
| Athene Holding Ltd. (ATHPRE) | $1,001 - $15,000 | None (or less than $201) | 1.96 | ||
| Bank of America Corp. (BACPRB) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 1.97 | |
| Bank of America Corp. (BACPRK) | $1,001 - $15,000 | None (or less than $201) | 1.98 | ||
| Bank of America Corp. (BACPRM) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 1.99 | |
| Bank of America Corp. (BACPRN) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 1.100 | |
| Bank of America Corp. (BACPRO) | $1,001 - $15,000 | None (or less than $201) | 1.101 | ||
| Bank of America Corp. (BACPRQ) | $1,001 - $15,000 | None (or less than $201) | 1.102 | ||
| Bank of America Corp. (BACPRS) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 1.103 | |
| The Carlyle Group Inc. 4.625% Subordinated Notes due 2061 (CGABL) | $1,001 - $15,000 | $201 - $1,000 | Interest | 1.104 | |
| Corebridge Financial Inc. 6.375% Junior Subordinated Notes due 2064 (CRBD) | $1,001 - $15,000 | None (or less than $201) | 1.105 | ||
| DTE Energy Company 2020 Series G 4.375% Junior Subordinated Debentures due 2080 (DTB) | $1,001 - $15,000 | None (or less than $201) | 1.106 | ||
| Equitable Holdings, Inc. (EQHPRC) | $1,001 - $15,000 | None (or less than $201) | 1.107 | ||
| JPMorgan Chase & Co. (JPMPRD) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 1.108 | |
| JPMorgan Chase & Co. (JPMPRC) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 1.109 | |
| JPMorgan Chase & Co. (JPMPRK) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 1.110 | |
| JPMorgan Chase & Co. (JPMPRL) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 1.111 | |
| JPMorgan Chase & Co. (JPMPRM) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 1.112 | |
| KKR Group Finance Co. IX LLC 4.625% Subordinated Notes due 2061 (KKRS) | $1,001 - $15,000 | None (or less than $201) | 1.113 | ||
| MetLife, Inc. (METPRE) | $1,001 - $15,000 | None (or less than $201) | 1.114 | ||
| MetLife, Inc. (METPRF) | $1,001 - $15,000 | None (or less than $201) | 1.115 | ||
| Affiliated Managers Group Inc. 4.750% Junior Subordinated Notes due 2060 (MGRB) | $1,001 - $15,000 | None (or less than $201) | 1.116 | ||
| Affiliated Managers Group, Inc. 6.75% Junior Subordinated Notes Due 2064 (MGRE) | $1,001 - $15,000 | None (or less than $201) | 1.117 | ||
| Morgan Stanley (MSPRE) | $1,001 - $15,000 | None (or less than $201) | 1.118 | ||
| Morgan Stanley (MSPRF) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 1.119 | |
| Morgan Stanley (MSPRI) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 1.120 | |
| Morgan Stanley (MSPRK) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 1.121 | |
| Morgan Stanley (MSPRO) | $1,001 - $15,000 | None (or less than $201) | 1.122 | ||
| Morgan Stanley (MSPRP) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 1.123 | |
| Morgan Stanley (MSPRQ) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 1.124 | |
| NextEra Energy, Inc. 5.65% Series N Junior Subordinated Debentures due March 1, 2079 (NEEPRN), bond | $1,001 - $15,000 | None (or less than $201) | 1.125 | ||
| Public Storage (PSAPRI) | $1,001 - $15,000 | None (or less than $201) | 1.126 | ||
| Public Storage (PSAPRR) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 1.127 | |
| Reinsurance Group of America, Inc. 7.125% Fixed-Rate Reset Sub. Deb. due 2052 (RZC), bond | $1,001 - $15,000 | None (or less than $201) | 1.128 | ||
| Southern Company (The) Series 2020A 4.95% Junior Subordinated Notes due January 30 2080 (SOJD) | $1,001 - $15,000 | None (or less than $201) | 1.129 | ||
| Southern Company (The) Series 2025A 6.50% Junior Subordinated Notes due March 15, 2085 (SOJF) | $1,001 - $15,000 | None (or less than $201) | 1.130 | ||
| DBA Sempra 5.750% Junior Subordinated Notes due 2079 (SREA) | $1,001 - $15,000 | $201 - $1,000 | Interest | 1.131 | |
| AT&T Inc. 5.350% Global Notes due 2066 (TBB) | $1,001 - $15,000 | None (or less than $201) | 1.132 | ||
| Truist Financial Corporation (TFCPRR) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 1.133 | |
| TPG Operating Group II LP 6.950% Fixed- Rate Junior Subordinated Notes due 2064 (TPGXL) | $1,001 - $15,000 | None (or less than $201) | 1.134 | ||
| U.S. Bancorp (USBPRP) | $1,001 - $15,000 | None (or less than $201) | 1.135 | ||
| U.S. Bancorp (USBPRR) | $1,001 - $15,000 | None (or less than $201) | 1.136 | ||
| W.R. Berkley Corp. 5.7% Sub. Deb. 2058 (WRBPRE), bond | $1,001 - $15,000 | None (or less than $201) | 1.137 | ||
| American Tower Corporation (REIT) (AMT) | $1,001 - $15,000 | None (or less than $201) | 1.138 | ||
| Crown Castle International Corp. (CCI) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 1.139 | |
| brokerage account #2 | 2 | ||||
| U.S. Brokerage (cash) | $1,001 - $15,000 | None (or less than $201) | 2.1 | ||
| Goldman Sachs Investor Money Market Fund Class A Shares (FMEXX) | $15,001 - $50,000 | None (or less than $201) | 2.2 | ||
| PSQ Holdings Inc. (PSQH) | $500K - $1M | None (or less than $201) | 2.3 | ||
| U.S. Bank (Cash) | $1,001 - $15,000 | None (or less than $201) | 3 |
Transactions
Officials are required to disclose the purchase, sale or exchange of property or securities in excess of $1,000. Many top officials are required to file periodic transaction reports (278-T) within 45 days to disclose additional actions. This table combines transactions from regularly scheduled financial disclosures and periodic transaction reports. If the same transaction appears on multiple reports, we’re only showing it once. (Form 278e, Part 7 and Form 278-T)
| Description | Value | Transaction | Endnote | Line No. |
|---|---|---|---|---|
| Amazon.com, Inc. (AMZN) | $15,001 - $50,000 | Sale, 2025-10-06
 | 1 | |
| Accenture plc (ACN) | $1,001 - $15,000 | Sale, 2025-10-06
| 2 | |
| Anheuser-Busch Inbev SA Sponsored ADR (Belgium) (BUD) | $1,001 - $15,000 | Sale, 2025-10-06
| 3 | |
| American Tower Corporation (REIT) (AMT) | $1,001 - $15,000 | Sale, 2025-10-06
| 4 | |
| Alphabet, Inc. (GOOG) | $15,001 - $50,000 | Sale, 2025-10-06
| 5 | |
| Elevance Health Inc. Common Stock (ELV) | $1,001 - $15,000 | Sale, 2025-10-06
| 6 | |
| AXIS Capital Holdings Ltd. (AXSPRE) | $1,001 - $15,000 | Sale, 2025-10-06
| 7 | |
| AT&T Inc. 5.350% Global Notes due 2066 (TBB) | $1,001 - $15,000 | Sale, 2025-10-06
| 8 | |
| Allstate Corp (ALLPRH) | $1,001 - $15,000 | Sale, 2025-10-06
| 9 | |
| Aegon Funding Company LLC 5.10% Subordinated Notes due 2049 (AEFC) | $1,001 - $15,000 | Sale, 2025-10-06
| 10 | |
| AT&T Inc. (TPRA) | $1,001 - $15,000 | Sale, 2025-10-06
| 11 | |
| Algonquin Power & Utilities Corp. 6.20% Fixed-to- Floating Subordinated Notes Series 2019-A due July 1 2079 (AQNB) | $1,001 - $15,000 | Sale, 2025-10-06
| 12 | |
| Arch Capital Group Ltd. Depositary Shares each Representing a 1/1000th Interest in a 4.550% Non- Cumulative Preferred Share Series G (ACGLN) | $1,001 - $15,000 | Sale, 2025-10-06
| 13 | |
| Athene Holding Ltd. (ATHPRE) | $1,001 - $15,000 | Sale, 2025-10-06
| 14 | |
| Apollo Global Management Inc. (APOS) | $1,001 - $15,000 | Sale, 2025-10-06
| 15 | |
| Affiliated Managers Group, Inc. (MGRE) | $1,001 - $15,000 | Sale, 2025-10-06
| 16 | |
| Athene Holding Ltd. (ATHPRA) | $1,001 - $15,000 | Sale, 2025-10-06
| 17 | |
| Adobe, Inc. (ADBE) | $1,001 - $15,000 | Sale, 2025-10-06
| 18 | |
| Air Products and Chemicals, Inc. (APD) | $1,001 - $15,000 | Sale, 2025-10-06
| 19 | |
| Amgen Inc. (AMGN) | $1,001 - $15,000 | Sale, 2025-10-06
| 20 | |
| Analog Devices, Inc. (ADI) | $1,001 - $15,000 | Sale, 2025-10-06
| 21 | |
| Apple, Inc. (AAPL) | $15,001 - $50,000 | Sale, 2025-10-06
| 22 | |
| W.R. Berkley Corp. (WRBPRE) | $1,001 - $15,000 | Sale, 2025-10-06
| 23 | |
| Bank of America Corp. (BACPRB) | $1,001 - $15,000 | Sale, 2025-10-06
| 24 | |
| Bank of America Corp. (BACPRK) | $1,001 - $15,000 | Sale, 2025-10-06
| 25 | |
| Bank of America Corp. (BACPRN) | $1,001 - $15,000 | Sale, 2025-10-06
| 26 | |
| Bank of America Corp. (BACPRM) | $1,001 - $15,000 | Sale, 2025-10-06
| 27 | |
| Bank of America Corp. (BACPRO) | $1,001 - $15,000 | Sale, 2025-10-06
| 28 | |
| Bank of America Corp. (BACPRS) | $1,001 - $15,000 | Sale, 2025-10-06
| 29 | |
| Bank of America Corp. (BACPRQ) | $1,001 - $15,000 | Sale, 2025-10-06
| 30 | |
| The Bank of New York Mellon Corporation (BKPRK) | $1,001 - $15,000 | Sale, 2025-10-06
| 31 | |
| Becton, Dickinson and Company (BDX) | $1,001 - $15,000 | Sale, 2025-10-06
| 32 | |
| Cheniere Energy, Inc. (LNG) | $1,001 - $15,000 | Sale, 2025-10-06
| 33 | |
| Comcast Corp. (CMCSA) | $1,001 - $15,000 | Sale, 2025-10-06
| 34 | |
| CME Group, Inc. (CME) | $1,001 - $15,000 | Sale, 2025-10-06
| 35 | |
| CMS Energy Corporation 5.875% Junior Subordinated Notes due 2079 (CMSD) | $1,001 - $15,000 | Sale, 2025-10-06
| 36 | |
| Corebridge Financial, Inc. (CRBD) | $1,001 - $15,000 | Sale, 2025-10-06
| 37 | |
| Comerica, Inc. (CMAPRB) | $1,001 - $15,000 | Sale, 2025-10-06
| 38 | |
| The Coca-Cola Co. (KO) | $1,001 - $15,000 | Sale, 2025-10-06
| 39 | |
| Diageo plc Common Stock (DEO) | $1,001 - $15,000 | Sale, 2025-10-06
| 40 | |
| DTE Energy Company 2020 Series G 4.375% Junior Subordinated Debentures due 2080 (DTB) | $1,001 - $15,000 | Sale, 2025-10-06
| 41 | |
| DigitalBridge Group Inc. (DBRGPRG) | $1,001 - $15,000 | Sale, 2025-10-06
| 42 | |
| Danaher Corp. (DHR) | $1,001 - $15,000 | Sale, 2025-10-06
| 43 | |
| The Walt Disney Co. (DIS) | $1,001 - $15,000 | Sale, 2025-10-06
| 44 | |
| eBay, Inc. (EBAY) | $1,001 - $15,000 | Sale, 2025-10-06
| 45 | |
| Exxon Mobil Corp. (XOM) | $1,001 - $15,000 | Sale, 2025-10-06
| 46 | |
| Ecolab, Inc. (ECL) | $1,001 - $15,000 | Sale, 2025-10-06
| 47 | |
| First Trust Financials AlphaDEX Fund (FXO) | $50,001 - $100K | Sale, 2025-10-06
| 48 | |
| First Trust Dorsey Wright Focus 5 ETF (FV) | $50,001 - $100K | Sale, 2025-10-06
| 49 | |
| Meta Platforms Inc. Class A Common Stock (META) | $1,001 - $15,000 | Sale, 2025-10-06
| 50 | |
| First Trust NASDAQ Cybersecurity ETF (CIBR) | $50,001 - $100K | Sale, 2025-10-06
| 51 | |
| First Trust SSI Strategic Convertible Securities ETF (FCVT) | $50,001 - $100K | Sale, 2025-10-06
| 52 | |
| Ferrari N.V. Common Shares (RACE) | $1,001 - $15,000 | Sale, 2025-10-06
| 53 | |
| Goldman Sachs Group Inc (gs) | $1,001 - $15,000 | Sale, 2025-10-06
| 54 | |
| GSK plc American Depositary Shares (Each representing two Ordinary Shares) (GSK) | $1,001 - $15,000 | Sale, 2025-10-06
| 55 | |
| GE Healthcare Technologies, Inc. (GEHC) | $1,001 - $15,000 | Sale, 2025-10-06
| 56 | |
| General Dynamics Corp. (GD) | $15,001 - $50,000 | Sale, 2025-10-06
| 57 | |
| Honeywell International, Inc. (HON) | $1,001 - $15,000 | Sale, 2025-10-06
| 58 | |
| The Hershey Co. (HSY) | $1,001 - $15,000 | Sale, 2025-10-06
| 59 | |
| Hologic, Inc. (HOLX) | $1,001 - $15,000 | Sale, 2025-10-06
| 60 | |
| The Home Depot, Inc. (HD) | $1,001 - $15,000 | Sale, 2025-10-06
| 61 | |
| JPMorgan Chase & Co. (JPM) | $15,001 - $50,000 | Sale, 2025-10-06
| 62 | |
| JPMorgan Chase & Co. (JPMPRD) | $1,001 - $15,000 | Sale, 2025-10-06
| 63 | |
| JPMorgan Chase & Co. (JPMPRC) | $1,001 - $15,000 | Sale, 2025-10-06
| 64 | |
| JPMorgan Chase & Co. (JPMPRK) | $1,001 - $15,000 | Sale, 2025-10-06
| 65 | |
| JPMorgan Chase & Co. (JPMPRL) | $1,001 - $15,000 | Sale, 2025-10-06
| 66 | |
| JPMorgan Chase & Co. (JPMPRM) | $1,001 - $15,000 | Sale, 2025-10-06
| 67 | |
| JOHNSON & Johnson (JNJ) | $1,001 - $15,000 | Sale, 2025-10-06
| 68 | |
| KKR & Co., Inc. (KKR) | $1,001 - $15,000 | Sale, 2025-10-06
| 69 | |
| KKR Group Finance Co. IX LLC 4.625% Subordinated Notes due 2061 (KKRS) | $1,001 - $15,000 | Sale, 2025-10-06
| 70 | |
| KLA Corp. (KLAC) | $1,001 - $15,000 | Sale, 2025-10-06
| 71 | |
| Keycorp (KEY) | $1,001 - $15,000 | Sale, 2025-10-06
| 72 | |
| KKR & Co., Inc. (KKRT) | $1,001 - $15,000 | Sale, 2025-10-06
| 73 | |
| Las Vegas Sands Corp. (LVS) | $1,001 - $15,000 | Sale, 2025-10-06
| 74 | |
| Lincoln National Corp. (LNCPRD) | $1,001 - $15,000 | Sale, 2025-10-06
| 75 | |
| Liberty Media Corp. (FWONK) | $1,001 - $15,000 | Sale, 2025-10-06
| 76 | |
| lululemon athletica, Inc. (LULU) | $1,001 - $15,000 | Sale, 2025-10-06
| 77 | |
| Lennar Corp. (LEN) | $1,001 - $15,000 | Sale, 2025-10-06
| 78 | |
| Lockheed Martin Corp. (LMT) | $1,001 - $15,000 | Sale, 2025-10-06
| 79 | |
| McKesson Corp. (MCK) | $1,001 - $15,000 | Sale, 2025-10-06
| 80 | |
| Morgan Stanley (ms) | $15,001 - $50,000 | Sale, 2025-10-06
| 81 | |
| Merck & Co., Inc. (mrk) | $1,001 - $15,000 | Sale, 2025-10-06
| 82 | |
| Medtronic PLC (mdt) | $1,001 - $15,000 | Sale, 2025-10-06
| 83 | |
| Mobileye Global Inc. (MBLY) | $1,001 - $15,000 | Sale, 2025-10-06
| 84 | |
| McDonald's Corp. (MCD) | $1,001 - $15,000 | Sale, 2025-10-06
| 85 | |
| Microsoft Corp. (MSFT) | $15,001 - $50,000 | Sale, 2025-10-06
| 86 | |
| Nasdaq, Inc. (NDAQ) | $1,001 - $15,000 | Sale, 2025-10-06
| 87 | |
| Nextera Energy, Inc. (NEE) | $1,001 - $15,000 | Sale, 2025-10-06
| 88 | |
| National Storage Affiliates Trust (NSA) | $1,001 - $15,000 | Sale, 2025-10-06
| 89 | |
| Morgan Stanley (MSPRF) | $1,001 - $15,000 | Sale, 2025-10-06
| 90 | |
| Morgan Stanley (MSPRI) | $1,001 - $15,000 | Sale, 2025-10-06
| 91 | |
| Morgan Stanley (MSPRK) | $1,001 - $15,000 | Sale, 2025-10-06
| 92 | |
| MetLife, Inc. (METPRE) | $1,001 - $15,000 | Sale, 2025-10-06
| 93 | |
| MetLife, Inc. (METPRF) | $1,001 - $15,000 | Sale, 2025-10-06
| 94 | |
| Morgan Stanley (MSPRO) | $1,001 - $15,000 | Sale, 2025-10-06
| 95 | |
| Morgan Stanley (MSPRP) | $1,001 - $15,000 | Sale, 2025-10-06
| 96 | |
| M&T Bank Corp. (MTBPRJ) | $1,001 - $15,000 | Sale, 2025-10-06
| 97 | |
| Morgan Stanley (MSPRQ) | $1,001 - $15,000 | Sale, 2025-10-06
| 98 | |
| Millrose Properties, Inc. (MRP) | $1,001 - $15,000 | Sale, 2025-10-06
| 99 | |
| NextEra Energy, Inc. (NEEPRN) | $1,001 - $15,000 | Sale, 2025-10-06
| 100 | |
| NextEra Energy, Inc. (NEEPRU) | $1,001 - $15,000 | Sale, 2025-10-06
| 101 | |
| Public Storage (PSAPRI) | $1,001 - $15,000 | Sale, 2025-10-06
| 102 | |
| Public Storage (PSAPRR) | $1,001 - $15,000 | Sale, 2025-10-06
| 103 | |
| Oracle Corp. (ORCL) | $1,001 - $15,000 | Sale, 2025-10-06
| 104 | |
| Procter & Gamble Co. (PG) | $1,001 - $15,000 | Sale, 2025-10-06
| 105 | |
| Regions Financial Corp. (RFPRC) | $1,001 - $15,000 | Sale, 2025-10-06
| 106 | |
| Salesforce.com, inc. (CRM) | $1,001 - $15,000 | Sale, 2025-10-06
| 107 | |
| Reinsurance Group of America, Inc. (RZC) | $1,001 - $15,000 | Sale, 2025-10-06
| 108 | |
| DBA Sempra 5.750% Junior Subordinated Notes due 2079 (SREA) | $1,001 - $15,000 | Sale, 2025-10-06
| 109 | |
| Southern Company (The) Series 2020A 4.95% Junior Subordinated Notes due January 30 2080 (SOJD) | $1,001 - $15,000 | Sale, 2025-10-06
| 110 | |
| SCE Trust VII 7.50% (SCEPRM) | $1,001 - $15,000 | Sale, 2025-10-06
| 111 | |
| Southern Company (The) Series 2025A 6.50% Junior Subordinated Notes due 2085 (SOJF) | $1,001 - $15,000 | Sale, 2025-10-06
| 112 | |
| SOUTHERN COMPANY (SO) | $1,001 - $15,000 | Sale, 2025-10-06
| 113 | |
| Starbucks Corp. (SBUX) | $1,001 - $15,000 | Sale, 2025-10-06
| 114 | |
| Sysco Corp. (SYY) | $1,001 - $15,000 | Sale, 2025-10-06
| 115 | |
| Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | $1,001 - $15,000 | Sale, 2025-10-06
| 116 | |
| Tesla, Inc. (TSLA) | $1,001 - $15,000 | Sale, 2025-10-06
| 117 | |
| Truist Financial Corporation Common Stock (TFC) | $1,001 - $15,000 | Sale, 2025-10-06
| 118 | |
| Truist Financial Corporation (TFCPRR) | $1,001 - $15,000 | Sale, 2025-10-06
| 119 | |
| TPG Operating Group II LP 6.950% Junior Subordinated Notes due 2064 (TPGXL) | $1,001 - $15,000 | Sale, 2025-10-06
| 120 | |
| T-Mobile US, Inc. 5.500% Senior Notes due 2070 (TMUSI) | $1,001 - $15,000 | Sale, 2025-10-06
| 121 | |
| Texas Instruments Incorporated (TXN) | $15,001 - $50,000 | Sale, 2025-10-06
| 122 | |
| Thermo Fisher Scientific, Inc. (TMO) | $1,001 - $15,000 | Sale, 2025-10-06
| 123 | |
| United Rentals, Inc. (URI) | $1,001 - $15,000 | Sale, 2025-10-06
| 124 | |
| UnitedHealth Group, Inc. (UNH) | $1,001 - $15,000 | Sale, 2025-10-06
| 125 | |
| U.S. Bancorp (USBRP) | $1,001 - $15,000 | Sale, 2025-10-06
| 126 | |
| Visa, Inc. (V) | $1,001 - $15,000 | Sale, 2025-10-06
| 127 | |
| Workday, Inc. (WDAY) | $1,001 - $15,000 | Sale, 2025-10-06
| 128 | |
| Wells Fargo & Co. (WFCPRZ) | $1,001 - $15,000 | Sale, 2025-10-06
| 129 | |
| Wells Fargo & Co. (WFCPRA) | $1,001 - $15,000 | Sale, 2025-10-06
| 130 | |
| Wells Fargo & Co. (WFCPRD) | $1,001 - $15,000 | Sale, 2025-10-06
| 131 | |
| Walmart, Inc. (WMT) | $1,001 - $15,000 | Sale, 2025-10-06
| 132 | |
| Amphenol Corporation (APH) | $1,001 - $15,000 | Sale, 2025-11-03
| 133 | |
| Amazon.com, Inc. (AMZN) | $50,001 - $100K | Sale, 2025-11-03
| 134 | |
| ADIDAS AG (ADDYY) | $1,001 - $15,000 | Sale, 2025-11-03
| 135 | |
| Accenture plc (ACN) | $1,001 - $15,000 | Sale, 2025-11-03
| 136 | |
| Anheuser-Busch Inbev SA Sponsored ADR (Belgium) (BUD) | $1,001 - $15,000 | Sale, 2025-11-03
| 137 | |
| American Tower Corporation (REIT) (AMT) | $1,001 - $15,000 | Sale, 2025-11-03
| 138 | |
| Alphabet, Inc. (GOOGL) | $50,001 - $100K | Sale, 2025-11-03
| 139 | |
| Elevance Health Inc. Common Stock (ELV) | $15,001 - $50,000 | Sale, 2025-11-03
| 140 | |
| Alphabet, Inc. (GOOG) | $15,001 - $50,000 | Sale, 2025-11-03
| 141 | |
| Applovin Corporation Class A Common Stock (APP) | $1,001 - $15,000 | Sale, 2025-11-03
| 142 | |
| Adobe, Inc. (ADBE) | $1,001 - $15,000 | Sale, 2025-11-03
| 143 | |
| Advanced Micro Devices, Inc. (AMD) | $1,001 - $15,000 | Sale, 2025-11-03
| 144 | |
| Air Products and Chemicals, Inc. (APD) | $1,001 - $15,000 | Sale, 2025-11-03
| 145 | |
| Amgen Inc. (AMGN) | $15,001 - $50,000 | Sale, 2025-11-03
| 146 | |
| Analog Devices, Inc. (ADI) | $1,001 - $15,000 | Sale, 2025-11-03
| 147 | |
| Apple, Inc. (AAPL) | $50,001 - $100K | Sale, 2025-11-03
| 148 | |
| Broadcom, Inc. (AVGO) | $15,001 - $50,000 | Sale, 2025-11-03
| 149 | |
| Becton, Dickinson and Company (BDX) | $1,001 - $15,000 | Sale, 2025-11-03
| 150 | |
| Boston Scientific Corp. (BSX) | $1,001 - $15,000 | Sale, 2025-11-03
| 151 | |
| Boeing CO (BA) | $1,001 - $15,000 | Sale, 2025-11-03
| 152 | |
| Costco Wholesale Corp. (COST) | $1,001 - $15,000 | Sale, 2025-11-03
| 153 | |
| Cheniere Energy, Inc. (LNG) | $15,001 - $50,000 | Sale, 2025-11-03
| 154 | |
| Comcast Corp. (CMCSA) | $1,001 - $15,000 | Sale, 2025-11-03
| 155 | |
| Cadence Design Systems, Inc. (CDNS) | $1,001 - $15,000 | Sale, 2025-11-03
| 156 | |
| CME Group, Inc. (CME) | $15,001 - $50,000 | Sale, 2025-11-03
| 157 | |
| CrowdStrike Holdings Inc. Class A Common Stock (CRWD) | $1,001 - $15,000 | Sale, 2025-11-03
| 158 | |
| Constellation Energy Corporation Common Stock (CEG) | $1,001 - $15,000 | Sale, 2025-11-03
| 159 | |
| The Coca-Cola Co. (KO) | $15,001 - $50,000 | Sale, 2025-11-03
| 160 | |
| Diageo plc Common Stock (DEO) | $1,001 - $15,000 | Sale, 2025-11-03
| 161 | |
| DexCom, Inc. (DXCM) | $1,001 - $15,000 | Sale, 2025-11-03
| 162 | |
| Datadog Inc. Class A Common Stock (DDOG) | $1,001 - $15,000 | Sale, 2025-11-03
| 163 | |
| Danaher Corp. (DHR) | $1,001 - $15,000 | Sale, 2025-11-03
| 164 | |
| The Walt Disney Co. (DIS) | $1,001 - $15,000 | Sale, 2025-11-03
| 165 | |
| eBay, Inc. (EBAY) | $1,001 - $15,000 | Sale, 2025-11-03
| 166 | |
| Exxon Mobil Corp. (XOM) | $15,001 - $50,000 | Sale, 2025-11-03
| 167 | |
| Edwards Lifesciences Corp. (EW) | $1,001 - $15,000 | Sale, 2025-11-03
| 168 | |
| Ecolab, Inc. (ECL) | $15,001 - $50,000 | Sale, 2025-11-03
| 169 | |
| Meta Platforms Inc. Class A Common Stock (META) | $15,001 - $50,000 | Sale, 2025-11-03
| 170 | |
| Ferrari N.V. Common Shares (RACE) | $1,001 - $15,000 | Sale, 2025-11-03
| 171 | |
| Fortive Corp. (FTV) | $1,001 - $15,000 | Sale, 2025-11-03
| 172 | |
| Goldman Sachs Group Inc (gs) | $1,001 - $15,000 | Sale, 2025-11-03
| 173 | |
| GE Aerospace (GE) | $1,001 - $15,000 | Sale, 2025-11-03
| 174 | |
| GSK plc American Depositary Shares (Each representing two Ordinary Shares) (GSK) | $1,001 - $15,000 | Sale, 2025-11-03
| 175 | |
| GE HealthCare Technologies Inc. (GEHC) | $1,001 - $15,000 | Sale, 2025-11-03
| 176 | |
| General Dynamics Corp. (GD) | $15,001 - $50,000 | Sale, 2025-11-03
| 177 | |
| Honeywell International, Inc. (HON) | $1,001 - $15,000 | Sale, 2025-11-03
| 178 | |
| Intuitive Surgical, Inc. (ISRG) | $1,001 - $15,000 | Sale, 2025-11-03
| 179 | |
| Industria De Diseno Textil (IDEXY) | $1,001 - $15,000 | Sale, 2025-11-03
| 180 | |
| Hilton Worldwide Holdings, Inc. (HLT) | $1,001 - $15,000 | Sale, 2025-11-03
| 181 | |
| The Hershey Co. (HSY) | $1,001 - $15,000 | Sale, 2025-11-03
| 182 | |
| Hologic, Inc. (HOLX) | $15,001 - $50,000 | Sale, 2025-11-03
| 183 | |
| The Home Depot, Inc. (HD) | $15,001 - $50,000 | Sale, 2025-11-03
| 184 | |
| JPMorgan Chase & Co. (JPM) | $15,001 - $50,000 | Sale, 2025-11-03
| 185 | |
| JOHNSON & Johnson (JNJ) | $1,001 - $15,000 | Sale, 2025-11-03
| 186 | |
| KKR & Co., Inc. (KKR) | $15,001 - $50,000 | Sale, 2025-11-03
| 187 | |
| KLA Corp. (KLAC) | $15,001 - $50,000 | Sale, 2025-11-03
| 188 | |
| Las Vegas Sands Corp. (LVS) | $1,001 - $15,000 | Sale, 2025-11-03
| 189 | |
| Liberty Media Corp. (FWONK) | $1,001 - $15,000 | Sale, 2025-11-03
| 190 | |
| lululemon athletica, Inc. (LULU) | $1,001 - $15,000 | Sale, 2025-11-03
| 191 | |
| Lennar Corp. (LEN) | $15,001 - $50,000 | Sale, 2025-11-03
| 192 | |
| Lockheed Martin Corp. (LMT) | $1,001 - $15,000 | Sale, 2025-11-03
| 193 | |
| Eli Lilly & Co. (LLY) | $1,001 - $15,000 | Sale, 2025-11-03
| 194 | |
| McKesson Corp. (MCK) | $1,001 - $15,000 | Sale, 2025-11-03
| 195 | |
| Morgan Stanley (ms) | $15,001 - $50,000 | Sale, 2025-11-03
| 196 | |
| Mastercard, Inc. (MA) | $1,001 - $15,000 | Sale, 2025-11-03
| 197 | |
| Merck & Co., Inc. (mrk) | $1,001 - $15,000 | Sale, 2025-11-03
| 198 | |
| Medtronic PLC (mdt) | $15,001 - $50,000 | Sale, 2025-11-03
| 199 | |
| Mobileye Global Inc. (MBLY) | $1,001 - $15,000 | Sale, 2025-11-03
| 200 | |
| Millrose Properties Inc. (MRP) | $1,001 - $15,000 | Sale, 2025-11-03
| 201 | |
| McDonald's Corp. (MCD) | $15,001 - $50,000 | Sale, 2025-11-03
| 202 | |
| Microsoft Corp. (MSFT) | $50,001 - $100K | Sale, 2025-11-03
| 203 | |
| Nvidia Corp. (NVDA) | $50,001 - $100K | Sale, 2025-11-03
| 204 | |
| Netflix, Inc. (NFLX) | $1,001 - $15,000 | Sale, 2025-11-03
| 205 | |
| Nasdaq, Inc. (NDAQ) | $1,001 - $15,000 | Sale, 2025-11-03
| 206 | |
| Nextera Energy, Inc. (NEE) | $15,001 - $50,000 | Sale, 2025-11-03
| 207 | |
| Nike, Inc. (NKE) | $1,001 - $15,000 | Sale, 2025-11-03
| 208 | |
| O'REILLY AUTOMOTIVE INC. (ORLY) | $1,001 - $15,000 | Sale, 2025-11-03
| 209 | |
| Oracle Corp. (ORCL) | $1,001 - $15,000 | Sale, 2025-11-03
| 210 | |
| Procter & Gamble Co. (PG) | $1,001 - $15,000 | Sale, 2025-11-03
| 211 | |
| Raytheon Technologies Corporation Common Stock (RTX) | $1,001 - $15,000 | Sale, 2025-11-03
| 212 | |
| Salesforce.com, inc. (CRM) | $1,001 - $15,000 | Sale, 2025-11-03
| 213 | |
| ServiceNow, Inc. (NOW) | $1,001 - $15,000 | Sale, 2025-11-03
| 214 | |
| Shopify Inc. Class A Subordinate Voting Shares (SHOP) | $1,001 - $15,000 | Sale, 2025-11-03
| 215 | |
| Spotify Technology S.A. Ordinary Shares (SPOT) | $1,001 - $15,000 | Sale, 2025-11-03
| 216 | |
| Snowflake Inc. Class A Common Stock (SNOW) | $1,001 - $15,000 | Sale, 2025-11-03
| 217 | |
| SOUTHERN COMPANY (SO) | $15,001 - $50,000 | Sale, 2025-11-03
| 218 | |
| Starbucks Corp. (SBUX) | $1,001 - $15,000 | Sale, 2025-11-03
| 219 | |
| Sysco Corp. (SYY) | $1,001 - $15,000 | Sale, 2025-11-03
| 220 | |
| Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | $15,001 - $50,000 | Sale, 2025-11-03
| 221 | |
| Tesla, Inc. (TSLA) | $15,001 - $50,000 | Sale, 2025-11-03
| 222 | |
| Truist Financial Corporation Common Stock (TFC) | $1,001 - $15,000 | Sale, 2025-11-03
| 223 | |
| Toast Inc. Class A Common Stock (TOST) | $1,001 - $15,000 | Sale, 2025-11-03
| 224 | |
| Texas Instruments Incorporated (TXN) | $15,001 - $50,000 | Sale, 2025-11-03
| 225 | |
| Thermo Fisher Scientific, Inc. (TMO) | $1,001 - $15,000 | Sale, 2025-11-03
| 226 | |
| United Rentals, Inc. (URI) | $1,001 - $15,000 | Sale, 2025-11-03
| 227 | |
| UnitedHealth Group, Inc. (UNH) | $1,001 - $15,000 | Sale, 2025-11-03
| 228 | |
| Uber Technologies, Inc. (UBER) | $1,001 - $15,000 | Sale, 2025-11-03
| 229 | |
| Visa, Inc. (V) | $15,001 - $50,000 | Sale, 2025-11-03
| 230 | |
| Vertex Pharmaceuticals, Inc. (VRTX) | $1,001 - $15,000 | Sale, 2025-11-03
| 231 | |
| Workday, Inc. (WDAY) | $1,001 - $15,000 | Sale, 2025-11-03
| 232 | |
| Walmart, Inc. (WMT) | $15,001 - $50,000 | Sale, 2025-11-03
| 233 | |
| Fortive Corp. (FTV) | $1,001 - $15,000 | Purchase, 2025-10-01
| 234 | |
| Microsoft Corp. (MSFT) | $1,001 - $15,000 | Purchase, 2025-10-01
| 235 | |
| Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | $1,001 - $15,000 | Purchase, 2025-10-01
| 236 | |
| Analog Devices, Inc. (ADI) | $1,001 - $15,000 | Sale, 2025-10-01
| 237 | |
| Apple, Inc. (AAPL) | $1,001 - $15,000 | Sale, 2025-10-01
| 238 | |
| eBay, Inc. (EBAY) | $1,001 - $15,000 | Sale, 2025-10-01
| 239 | |
| LPL Financial Holdings, Inc. (LPLA) | $1,001 - $15,000 | Sale, 2025-10-01
| 240 | |
| Morgan Stanley (ms) | $1,001 - $15,000 | Sale, 2025-10-01
| 241 | |
| Oracle Corp. (ORCL) | $1,001 - $15,000 | Sale, 2025-10-01
| 242 | |
| CME Group, Inc. (CME) | $1,001 - $15,000 | Sale, 2025-10-01
| 243 | |
| General Dynamics Corp. (GD) | $1,001 - $15,000 | Sale, 2025-10-01
| 244 | |
| The Hershey Co. (HSY) | $1,001 - $15,000 | Sale, 2025-10-01
| 245 | |
| Microsoft Corp. (MSFT) | $1,001 - $15,000 | Sale, 2025-10-01
| 246 | |
| Oracle Corp. (ORCL) | $1,001 - $15,000 | Purchase, 2025-09-30
| 247 | |
| Raytheon Technologies Corporation Common Stock (RTX) | $1,001 - $15,000 | Sale, 2025-10-06
| 248 | |
| First Trust Rising Dividend Achievers ETF (RDVY) | $100K - $250K | Purchase, 2025-11-03
| 249 | |
| First Trust Capital Strength ETF (FTCS) | $250K - $500K | Purchase, 2025-11-03
| 250 | |
| First Trust NASDAQ-100 Equal Weighted Index Fund (QQEW) | $100K - $250K | Purchase, 2025-11-03
| 251 | |
| First Trust Low Duration Opportunities ETF (LMBS) | $250K - $500K | Purchase, 2025-11-03
| 252 | |
| First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) | $100K - $250K | Purchase, 2025-11-03
| 253 | |
| First Trust Exchange Traded FD Growth Strength ETF (FTGS) | $100K - $250K | Purchase, 2025-11-03
| 254 | |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST (DIA) | $100K - $250K | Purchase, 2025-11-03
| 255 |
Liabilities
Officials are required to disclose their liabilities totaling more than $10,000, as well as any linked to their spouse or dependent children. These include mortgages, credit card debt and student loans. The interest rates and loan repayment terms are also required. (Form 278e, Part 8)
| Creditor | Description | Endnote | Line No. |
|---|---|---|---|
| Azure Funding | type: Boat Loan, amount: $100,001 - $250,000, year-incurred: 2024, rate: 6.99%, term: 240 months | 1 | |
| RBC Wealth Management | type: Exercised Line of Credit, amount: $250,001 - $500,000, year-incurred: 2022, rate: VAR 6.4130%, term: Open | 2 | |
| Valley National Bank | type: Mortgage on Personal Residence, amount: $1,000,001 - $5,000,000, year-incurred: 2021, rate: 3.25%, term: 30 Year | 3 |
About the Data
Most political appointees and senior officials in the executive branch are required by law to file public financial disclosure reports. These are documents that detail their financial holdings, positions they hold outside government, their spouse’s holdings, their liabilities and their recent financial transactions (such as buying or selling stock) during a defined reporting period.
The most senior officials file their disclosures with an agency called the Office of Government Ethics, and others file them with a designated ethics official within their agency. The Ethics in Government Act allows members of the public and the press to request these documents.
We’re publishing this information to give the public an important glimpse into the financial ties of a powerful and often hidden cadre of presidential appointees within the federal bureaucracy.
The main document type included in the database is the OGE Form 278e, which appointees must file when they are nominated (for Senate-confirmed appointees) or when they enter government (all others), and then annually while in the position. Another common document included is the OGE Form 278-T, also known as a periodic transaction report, which all public filers must submit within 30 days of a transaction. We are also making other ethics documents available, such as ethics agreements, certificates of divestiture and other documents we have obtained under the Ethics in Government Act.
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Read ProPublica reporting on the disclosure documents.
