David E. Shapiro
Reported Asset Values
$57M–$166M+
The data on this page comes from a financial disclosure filed by David E. Shapiro, who was picked to be: Special Advisor & Chief Counsel of the US Investment Accelerator, Department of Commerce. 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. |
|---|---|---|---|
| Wachtell, Lipton, Rosen, & Katz | Partner, 1/2008 - 3/2025 | Retired March 9, 2025 | 1 |
| Lange Dispositive Trust | Trustee, 7/2018 - 3/2025 | Resigned March 19, 2025 | 2 |
| Figue Acquisition LLC | Member/Secreta ry, 12/2020 - 3/2025 | Resigned March 19, 2025 | 3 |
| GML Trust | Trustee, 7/2018 - 3/2025 | Resigned March 19, 2025 | 4 |
| AFL Trust | Trustee, 7/2018 - 3/2025 | Resigned March 19, 2025 | 5 |
| 791 Park Avenue Corporation | Co-President, 3/2020 - 3/2025 | Resigned March 2025 | 6 |
| The Jewish Museum | President, 9/2020 - 3/2025 | Resigned March 2025 | 7 |
| 2020 Bruce Marshall Langone Charitable Remainder Unitrust dtd 11/30/20 | Trustee, 12/2020 - 3/2025 | Resigned March 2025 | 8 |
| 2020 Kenneth G. Langone Jr. Charitable Remainder Unitrust dtd 11/30/20 | Trustee, 12/2020 - 3/2025 | Resigned March 2025 | 9 |
| 2020 Stephen David Langone Charitable Remainder Unitrust dtd 11/30/20 | Trustee, 12/2020 - 3/2025 | Resigned March 2025 | 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. |
|---|---|---|---|---|---|
| Wachtell, Lipton, Rosen, & Katz 401(k) Plan | 1 | ||||
| T. Rowe Price Blue Chip Growth Fund (TRBCX) | $1M - $5M | None (or less than $201) | 1.1 | ||
| IRA #1 | 2 | ||||
| Fidelity Growth & Income Portfolio (FGRIX) | $100K - $250K | None (or less than $201) | 2.1 | ||
| Wachtell, Lipton, Rosen, & Katz (law firm) | $10M | Partnership Income | 3 | ||
| Wachtell, Lipton, Rosen, & Katz (law firm) | $5M - $25M | Fixed lump-sum payment. Amount determined and received prior to starting government service and includes all amounts due to me upon my separation/retirement from the organization. | 4 | ||
| Wachtell, Lipton, Rosen, & Katz capital account | None (or less than $1,001) | None (or less than $201) | Capital returned | 5 |
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. |
|---|---|---|---|
| Wachtell, Lipton, Rosen, & Katz | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. (1999-08-01) | 1 | |
| Wachtell, Lipton, Rosen & Katz | Pursuant to an agreed resolution, following my retirement from the firm and prior to commencing Government Service, I received a lump sum payment that included all amounts due to me upon my separation/retirement from the organization (2025-03-01) | 2 |
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. |
|---|---|---|---|
| Wachtell, Lipton, Rosen, & Katz | Attorney and partner at this law firm. | Retired March 9, 2025. | 1 |
| Purple Buyer Holdings, LLC | Legal Services (client of Wachtell, Lipton, Rosen & Katz) | 2 | |
| Cathay General Bancorp | Legal Services (client of Wachtell, Lipton, Rosen & Katz) | 3 | |
| Cigna Corp | Legal Services (client of Wachtell, Lipton, Rosen & Katz) | 4 | |
| Fortress Investment Group LLC | Legal Services (client of Wachtell, Lipton, Rosen & Katz) | 5 | |
| Hilltop Holdings Inc | Legal Services (client of Wachtell, Lipton, Rosen & Katz) | 6 | |
| Kimco Realty Corporation | Legal Services (client of Wachtell, Lipton, Rosen & Katz) | 7 | |
| Lions Gate Entertainment Corp | Legal Services (client of Wachtell, Lipton, Rosen & Katz) | 8 | |
| Mattel, Inc. | Legal Services (client of Wachtell, Lipton, Rosen & Katz) | 9 | |
| Mr. Cooper Group | Legal Services (client of Wachtell, Lipton, Rosen & Katz) | 10 | |
| National Bank Holdings Corporation | Legal Services (client of Wachtell, Lipton, Rosen & Katz) | 11 | |
| Prosperity Bank | Legal Services (client of Wachtell, Lipton, Rosen & Katz) | 12 | |
| Rockefeller Capital Management | Legal Services (client of Wachtell, Lipton, Rosen & Katz) | 13 | |
| Silver Lake Management LLC | Legal Services (client of Wachtell, Lipton, Rosen & Katz) | 14 | |
| Special Committee of the Board of Directors of MSG Entertainment | Legal Services (client of Wachtell, Lipton, Rosen & Katz) | 15 |
Spouse’s Assets
Officials are required to disclose their spouse’s assets, including salary and retirement accounts worth more than $1,000. (Form 278e, Part 5)
| Description | Value | Income | Income Type | Endnote | Line No. |
|---|---|---|---|---|---|
| IRA #2 | 1 | ||||
| U.S. Bank #1 (Cash) | $50,001 - $100K | None (or less than $201) | 1.1 | ||
| IRA #3 | 2 | ||||
| U.S. Bank #2 (Cash) | $1,001 - $15,000 | None (or less than $201) | 2.1 | ||
| IRA #4 | 3 | ||||
| ClearBridge Small Cap Fund Class A Shares (LMSAX) | $100K - $250K | None (or less than $201) | 3.1 | ||
| PIMCO Total Return Fund Class A Shares (PTTAX) | $50,001 - $100K | None (or less than $201) | 3.2 | ||
| Figue Acquisition LLC. (Women's Apparel Business) | $1M | None (or less than $201) | Loss generating. Value based on capital balance per most recent tax statement issued. | 4 |
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. |
|---|---|---|---|---|---|
| U.S. Bank #1 (Cash) | $50,001 - $100K | None (or less than $201) | Interest | 1 | |
| U.S. Bank #2 (Cash) | $1,001 - $15,000 | None (or less than $201) | Interest | 2 | |
| 3WER, LLC | LLC owns personal property that does not generate income | 3 | |||
| U.S. Bank #3 (Cash) | $1,001 - $15,000 | None (or less than $201) | Interest | 3.1 | |
| 3 West End Road LLC | $25M - $50M | None (or less than $201) | LLC owns residential real estate that is not rented and does not generate income | 4 | |
| U.S. managed account #1 | 5 | ||||
| 3M Co (MMM) | $1,001 - $15,000 | None (or less than $201) | Dividends Capital Gains | 6 | |
| ABBOTT LABORATORIES (ABT) | $50,001 - $100K | $1,001 - $2,500 | Dividends Capital Gains Interest | 7 | |
| AbbVie Inc (ABBV) | $50,001 - $100K | $2,501 - $5,000 | Dividends Capital Gains | 8 | |
| Accenture PLC-CL A (ACN) | $50,001 - $100K | $2,501 - $5,000 | Dividends Capital Gains | 9 | |
| Adobe Inc (ADBE) | $50,001 - $100K | None (or less than $201) | Capital Gains | 10 | |
| ADVANCED MICRO DEVICES (AMD) | $1,001 - $15,000 | None (or less than $201) | Dividends Capital Gains | 11 | |
| AGILENT TECHNOLOGIES INC (A) | $15,001 - $50,000 | None (or less than $201) | Dividends Capital Gains | 12 | |
| Air Products & Chemicals Inc (APD) | $15,001 - $50,000 | $201 - $1,000 | Dividends Capital Gains | 13 | |
| AIRBNB INC-CLASS A (ABNB) | $1,001 - $15,000 | None (or less than $201) | Dividends Capital Gains | 14 | |
| ALIGN TECHNOLOGY INC (ALGN) | $1,001 - $15,000 | None (or less than $201) | Dividends Capital Gains | 15 | |
| ALLIANT ENERGY CORP (LNT) | $15,001 - $50,000 | $201 - $1,000 | Dividends Capital Gains | 16 | |
| ALLSTATE CORP (ALL) | $15,001 - $50,000 | $201 - $1,000 | Dividends Capital Gains | 17 | |
| Altria Group Inc (MO) | $15,001 - $50,000 | $1,001 - $2,500 | Dividends Capital Gains | 18 | |
| Amazon.Com Inc (AMZN) | $250K - $500K | None (or less than $201) | Dividends Capital Gains | 19 | |
| AMENTUM HOLDINGS INC (AMTM) | None (or less than $1,001) | None (or less than $201) | Dividends Capital Gains | 20 | |
| AMERICAN EXPRESS CO (AXP) | $1,001 - $15,000 | None (or less than $201) | Dividends Capital Gains | 21 | |
| AMERICAN INTERNATIONAL GROUP (AIG) | $1,001 - $15,000 | None (or less than $201) | Dividends Capital Gains | 22 | |
| AMERICAN TOWER CORP (AMT) | $15,001 - $50,000 | $1,001 - $2,500 | Dividends Capital Gains | 23 | |
| AMERICAN WATER WORKS CO INC (AWK) | $1,001 - $15,000 | None (or less than $201) | Dividends Capital Gains | 24 | |
| AMETEK INC (AME) | $15,001 - $50,000 | None (or less than $201) | Dividends Capital Gains | 25 | |
| Amgen Inc (AMGN) | $15,001 - $50,000 | $1,001 - $2,500 | Dividends Capital Gains | 26 | |
| Amphenol Corp-CL A (APH) | $15,001 - $50,000 | $201 - $1,000 | Dividends Capital Gains | 27 | |
| Analog Devices Inc (ADI) | $15,001 - $50,000 | $201 - $1,000 | Dividends Capital Gains | 28 | |
| ANSYS INC (ANSS) | $1,001 - $15,000 | None (or less than $201) | Dividends Capital Gains | 29 | |
| Aon PLC-CLASS A (AON) | $15,001 - $50,000 | $201 - $1,000 | Dividends Capital Gains | 30 | |
| APA Corp (APA) | $15,001 - $50,000 | $201 - $1,000 | Dividends Capital Gains | 31 | |
| Apple Inc (aapl) | $500K - $1M | $2,501 - $5,000 | Dividends Capital Gains | 32 | |
| ARISTA NETWORKS INC (ANET) | $15,001 - $50,000 | None (or less than $201) | Dividends Capital Gains | 33 | |
| ARTHUR J GALLAGHER & CO (AJG) | $15,001 - $50,000 | None (or less than $201) | Dividends Capital Gains | 34 | |
| AT&T Inc (t) | $1,001 - $15,000 | $201 - $1,000 | Dividends Capital Gains | 35 | |
| AUTODESK INC (ADSK) | $15,001 - $50,000 | None (or less than $201) | Dividends Capital Gains | 36 | |
| AUTOMATIC DATA PROCESSING (ADP) | $15,001 - $50,000 | $201 - $1,000 | Dividends Capital Gains | 37 | |
| Autozone Inc (AZO) | $1,001 - $15,000 | None (or less than $201) | Dividends Capital Gains | 38 | |
| AVALONBAY COMMUNITIES INC (AVB) | $1,001 - $15,000 | $201 - $1,000 | Dividends Capital Gains | 39 | |
| AXON ENTERPRISE INC (AXON) | $1,001 - $15,000 | None (or less than $201) | Dividends Capital Gains | 40 | |
| BAKER HUGHES CO (BKR) | $1,001 - $15,000 | $201 - $1,000 | Dividends Capital Gains | 41 | |
| Bank of America Corp (BAC) | $15,001 - $50,000 | $201 - $1,000 | Dividends Capital Gains | 42 | |
| BANK OF NEW YORK MELLON CORP (BK) | $1,001 - $15,000 | $201 - $1,000 | Dividends Capital Gains | 43 | |
| BERKSHIRE HATHAWAY INC-CL B (BRK/B) | $100K - $250K | None (or less than $201) | Dividends Capital Gains | 44 | |
| BEST BUY CO INC (BBY) | $1,001 - $15,000 | $201 - $1,000 | Dividends Capital Gains | 45 | |
| BlackRock Inc (BLK) | $50,001 - $100K | $1,001 - $2,500 | Dividends Capital Gains | 46 | |
| Blackstone Inc (BX) | $1,001 - $15,000 | $201 - $1,000 | Dividends Capital Gains | 47 | |
| Boeing Co/THE (BA) | $15,001 - $50,000 | None (or less than $201) | Dividends Capital Gains | 48 | |
| BOOKING HOLDINGS INC (BKNG) | $15,001 - $50,000 | $201 - $1,000 | Dividends Capital Gains | 49 | |
| Boston Scientific Corp (BSX) | $15,001 - $50,000 | None (or less than $201) | Dividends Capital Gains | 50 | |
| BROADRIDGE FINANCIAL SOLUTIO (BR) | $15,001 - $50,000 | $201 - $1,000 | Dividends Capital Gains | 51 | |
| BXP INC (BXP) | $1,001 - $15,000 | $201 - $1,000 | Dividends Capital Gains | 52 | |
| C.H. ROBINSON WORLDWIDE INC (CHRW) | $1,001 - $15,000 | $201 - $1,000 | Dividends Capital Gains | 53 | |
| CADENCE DESIGN SYS INC (CDNS) | $1,001 - $15,000 | None (or less than $201) | Dividends Capital Gains | 54 | |
| CAESARS ENTERTAINMENT INC (CZR) | $1,001 - $15,000 | None (or less than $201) | Dividends Capital Gains | 55 | |
| CAPITAL ONE FINANCIAL CORP (COF) | $15,001 - $50,000 | $201 - $1,000 | Dividends Capital Gains | 56 | |
| Carnival Corp (CCL) | $1,001 - $15,000 | None (or less than $201) | Dividends Capital Gains | 57 | |
| Carrier Global Corp (CARR) | $1,001 - $15,000 | None (or less than $201) | Dividends Capital Gains | 58 | |
| Caterpillar Inc (CAT) | $15,001 - $50,000 | $201 - $1,000 | Dividends Capital Gains | 59 | |
| CBRE GROUP INC - A (CBRE) | $1,001 - $15,000 | None (or less than $201) | Dividends Capital Gains | 60 | |
| CDW Corp/DE (CDW) | $1,001 - $15,000 | None (or less than $201) | Dividends Capital Gains | 61 | |
| CENTENE CORP (CNC) | $1,001 - $15,000 | None (or less than $201) | Dividends Capital Gains | 62 | |
| Centerpoint Energy Inc (CNP) | $1,001 - $15,000 | $201 - $1,000 | Dividends Capital Gains | 63 | |
| Chevron Corp (CVX) | $50,001 - $100K | $2,501 - $5,000 | Dividends Capital Gains | 64 | |
| CHIPOTLE MEXICAN GRILL INC (CMG) | $15,001 - $50,000 | None (or less than $201) | Dividends Capital Gains | 65 | |
| CHUBB LTD (CB) | $15,001 - $50,000 | $201 - $1,000 | Dividends Capital Gains | 66 | |
| Cintas Corp (CTAS) | $1,001 - $15,000 | None (or less than $201) | Dividends Capital Gains | 67 | |
| CISCO SYSTEMS INC (CSCO) | $15,001 - $50,000 | $1,001 - $2,500 | Dividends Capital Gains | 68 | |
| CITIGROUP INC (C) | $15,001 - $50,000 | $201 - $1,000 | Dividends Capital Gains | 69 | |
| Citizens Financial Group (CFG) | $15,001 - $50,000 | $201 - $1,000 | Dividends Capital Gains | 70 | |
| Clorox Company (CLX) | $1,001 - $15,000 | $201 - $1,000 | Dividends Capital Gains | 71 | |
| CME Group Inc (CME) | $1,001 - $15,000 | $201 - $1,000 | Dividends Capital Gains | 72 | |
| Cognizant Tech Solutions-A (CTSH) | $1,001 - $15,000 | $201 - $1,000 | Dividends Capital Gains | 73 | |
| COLGATE-PALMOLIVE CO (CL) | $1,001 - $15,000 | $201 - $1,000 | Dividends Capital Gains | 74 | |
| COMCAST CORP-CLASS A (CMCSA) | $15,001 - $50,000 | $1,001 - $2,500 | Dividends Capital Gains | 75 | |
| CONAGRA BRANDS INC (CAG) | $1,001 - $15,000 | $201 - $1,000 | Dividends Capital Gains | 76 | |
| ConocoPhillips (COP) | $15,001 - $50,000 | $201 - $1,000 | Dividends Capital Gains | 77 | |
| Consolidated Edison Company of New (ED) | $15,001 - $50,000 | $201 - $1,000 | Dividends Capital Gains | 78 | |
| Constellation Energy (CEG) | $1,001 - $15,000 | None (or less than $201) | Dividends Capital Gains | 79 | |
| COOPER COS INC/THE (COO) | $1,001 - $15,000 | None (or less than $201) | Dividends Capital Gains | 80 | |
| CORNING INC (GLW) | $1,001 - $15,000 | $201 - $1,000 | Dividends Capital Gains | 81 | |
| CORPAY INC (CPAY) | $15,001 - $50,000 | None (or less than $201) | Dividends Capital Gains | 82 | |
| CORTEVA INC (CTVA) | $1,001 - $15,000 | None (or less than $201) | Dividends Capital Gains | 83 | |
| Costco Wholesale Corp (COST) | $50,001 - $100K | $1,001 - $2,500 | Dividends Capital Gains | 84 | |
| COTERRA ENERGY INC (CTRA) | $1,001 - $15,000 | None (or less than $201) | Dividends Capital Gains | 85 | |
| CROWDSTRIKE HOLDINGS INC - A (CRWD) | $15,001 - $50,000 | None (or less than $201) | Dividends Capital Gains | 86 | |
| CSX Corp (CSX) | $1,001 - $15,000 | $201 - $1,000 | Dividends Capital Gains | 87 | |
| CUMMINS INC (CMI) | $15,001 - $50,000 | $201 - $1,000 | Dividends Capital Gains | 88 | |
| Danaher Corp (DHR) | $50,001 - $100K | $201 - $1,000 | Dividends Capital Gains | 89 | |
| Davita Inc (DVA) | $1,001 - $15,000 | None (or less than $201) | Dividends Capital Gains | 90 | |
| DAYFORCE INC (DAY) | $1,001 - $15,000 | None (or less than $201) | Dividends Capital Gains | 91 | |
| Deere & Co (DE) | $50,001 - $100K | $201 - $1,000 | Dividends Capital Gains | 92 | |
| Dexcom Inc (DXCM) | $1,001 - $15,000 | None (or less than $201) | Dividends Capital Gains | 93 | |
| DIGITAL REALTY TRUST INC (DLR) | $1,001 - $15,000 | $201 - $1,000 | Dividends Capital Gains | 94 | |
| Dollar Tree Inc (DLTR) | $1,001 - $15,000 | None (or less than $201) | Dividends Capital Gains | 95 | |
| DOMINION ENERGY INC (D) | $1,001 - $15,000 | $201 - $1,000 | Dividends Capital Gains | 96 | |
| Dow Inc (dow) | $1,001 - $15,000 | $201 - $1,000 | Dividends Capital Gains | 97 | |
| Duke Energy Corp (DUK) | $15,001 - $50,000 | $201 - $1,000 | Dividends Capital Gains | 98 | |
| DUPONT DE NEMOURS INC (DD) | $1,001 - $15,000 | $201 - $1,000 | Dividends Capital Gains | 99 | |
| EBAY INC (EBAY) | $15,001 - $50,000 | $201 - $1,000 | Dividends Capital Gains | 100 | |
| ECOLAB INC (ECL) | $15,001 - $50,000 | $201 - $1,000 | Dividends Capital Gains | 101 | |
| Edwards Lifesciences Corp (EW) | $15,001 - $50,000 | None (or less than $201) | Dividends Capital Gains | 102 | |
| ELECTRONIC ARTS INC (EA) | $15,001 - $50,000 | None (or less than $201) | Dividends Capital Gains | 103 | |
| Elevance Health Inc (ELV) | $15,001 - $50,000 | $201 - $1,000 | Dividends Capital Gains | 104 | |
| Eli Lilly & Co (lly) | $100K - $250K | $1,001 - $2,500 | Dividends Capital Gains | 105 | |
| Emerson Electric Co (EMR) | $15,001 - $50,000 | $201 - $1,000 | Dividends Capital Gains | 106 | |
| Entergy Corp (ETR) | $1,001 - $15,000 | $201 - $1,000 | Dividends Capital Gains | 107 | |
| EQT Corp (EQT) | $1,001 - $15,000 | None (or less than $201) | Dividends Capital Gains | 108 | |
| Equifax Inc (EFX) | $1,001 - $15,000 | None (or less than $201) | Dividends Capital Gains | 109 | |
| EQUINIX INC (EQIX) | $1,001 - $15,000 | $201 - $1,000 | Dividends Capital Gains | 110 | |
| ESSEX PROPERTY TRUST INC (ESS) | $1,001 - $15,000 | $201 - $1,000 | Dividends Capital Gains | 111 | |
| EVERGY INC (EVRG) | $1,001 - $15,000 | $201 - $1,000 | Dividends Capital Gains | 112 | |
| Exelon Corp (EXC) | $1,001 - $15,000 | $201 - $1,000 | Dividends Capital Gains | 113 | |
| EXPEDITORS INTL WASH INC (EXPD) | $15,001 - $50,000 | $201 - $1,000 | Dividends Capital Gains | 114 | |
| EXTRA SPACE STORAGE INC (EXR) | $15,001 - $50,000 | $201 - $1,000 | Dividends Capital Gains | 115 | |
| Exxon Mobil Corp (XOM) | $100K - $250K | $2,501 - $5,000 | Dividends Capital Gains | 116 | |
| Fair Isaac Corp (FICO) | $1,001 - $15,000 | None (or less than $201) | 117 | ||
| Fastenal Co (FAST) | $15,001 - $50,000 | $201 - $1,000 | Dividends Capital Gains | 118 | |
| Federal Realty Invs Trust (FRT) | $1,001 - $15,000 | $201 - $1,000 | Dividends Capital Gains | 119 | |
| FedEx Corp (FDX) | $1,001 - $15,000 | None (or less than $201) | 120 | ||
| Fiserv Inc (FI) | $15,001 - $50,000 | None (or less than $201) | 121 | ||
| Ford Motor Co (F) | $1,001 - $15,000 | $1,001 - $2,500 | Dividends Capital Gains | 122 | |
| Garmin LTD (GRMN) | $15,001 - $50,000 | $201 - $1,000 | Dividends Capital Gains | 123 | |
| GE Aerospace (GE) | $15,001 - $50,000 | $201 - $1,000 | Dividends Capital Gains | 124 | |
| GE HEALTHCARE TECHNOLOGY (GEHC) | $1,001 - $15,000 | None (or less than $201) | 125 | ||
| Ge Vernova Inc (GEV) | $15,001 - $50,000 | None (or less than $201) | 126 | ||
| GENERAC HOLDINGS INC (GNRC) | $1,001 - $15,000 | None (or less than $201) | 127 | ||
| GENERAL MILLS INC (GIS) | $1,001 - $15,000 | $201 - $1,000 | Dividends Capital Gains | 128 | |
| GENERAL MOTORS CO (GM) | $1,001 - $15,000 | None (or less than $201) | 129 | ||
| Gilead Sciences inc (GILD) | $15,001 - $50,000 | $1,001 - $2,500 | Dividends Capital Gains | 130 | |
| GLOBE LIFE INC (GL) | $1,001 - $15,000 | None (or less than $201) | 131 | ||
| Goldman Sachs Group Inc (gs) | $50,001 - $100K | $1,001 - $2,500 | Dividends Capital Gains | 132 | |
| HARLEY-DAVIDSON INC (HOG) | $1,001 - $15,000 | None (or less than $201) | 133 | ||
| Hartford Insurance Group Inc/T (HIG) | $1,001 - $15,000 | None (or less than $201) | 134 | ||
| HASBRO INC (HAS) | $1,001 - $15,000 | $201 - $1,000 | Dividends Capital Gains | 135 | |
| HCA HEALTHCARE INC (HCA) | $1,001 - $15,000 | None (or less than $201) | 136 | ||
| Hewlett Packard Enterprise (HPE) | $1,001 - $15,000 | $201 - $1,000 | Dividends Capital Gains | 137 | |
| Hilton Worldwide Holdings In (HLT) | $15,001 - $50,000 | None (or less than $201) | 138 | ||
| Home Depot Inc (hd) | $100K - $250K | $2,501 - $5,000 | Dividends Capital Gains | 139 | |
| HONEYWELL INTERNATIONAL INC (HON) | $15,001 - $50,000 | $201 - $1,000 | Dividends Capital Gains | 140 | |
| HOST HOTELS & RESORTS INC (HST) | $1,001 - $15,000 | $201 - $1,000 | Dividends Capital Gains | 141 | |
| Howmet Aerospace Inc (HWM) | $15,001 - $50,000 | None (or less than $201) | 142 | ||
| HP INC (HPQ) | $1,001 - $15,000 | $201 - $1,000 | Dividends Capital Gains | 143 | |
| HUNTINGTON BANCSHARES INC (HBAN) | $15,001 - $50,000 | $1,001 - $2,500 | Dividends Capital Gains | 144 | |
| Huntington Ingalls Industrie (HII) | $1,001 - $15,000 | None (or less than $201) | 145 | ||
| IDEXX LABORATORIES INC (IDXX) | $15,001 - $50,000 | None (or less than $201) | 146 | ||
| ILLINOIS TOOL WORKS (ITW) | $15,001 - $50,000 | $1,001 - $2,500 | Dividends Capital Gains | 147 | |
| INGERSOLL RAND INC (IR) | $1,001 - $15,000 | None (or less than $201) | 148 | ||
| Insulet Corp (PODD) | $1,001 - $15,000 | None (or less than $201) | 149 | ||
| Intercontinental Exchange IN (ICE) | $15,001 - $50,000 | $201 - $1,000 | Dividends Capital Gains | 150 | |
| INTERNATIONAL BUSINESS MACHINES (IBM) | $1,001 - $15,000 | $201 - $1,000 | Dividends Capital Gains | 151 | |
| Intuit Inc (INTU) | $15,001 - $50,000 | $201 - $1,000 | Dividends Capital Gains | 152 | |
| Intuitive Surgical Inc (ISRG) | $50,001 - $100K | None (or less than $201) | 153 | ||
| Invesco LTD (IVZ) | $1,001 - $15,000 | $201 - $1,000 | Dividends Capital Gains | 154 | |
| IQVIA HOLDINGS INC (IQV) | $1,001 - $15,000 | None (or less than $201) | 155 | ||
| JACOBS SOLUTIONS INC (J) | $1,001 - $15,000 | None (or less than $201) | 156 | ||
| JOHNSON & Johnson (JNJ) | $50,001 - $100K | $2,501 - $5,000 | Dividends Capital Gains | 157 | |
| JOHNSON CONTROLS INTERNATION (JCI) | $1,001 - $15,000 | $201 - $1,000 | Dividends Capital Gains | 158 | |
| JPMorgan Chase & Co (JPM) | $100K - $250K | $2,501 - $5,000 | Dividends Capital Gains | 159 | |
| JUNIPER NETWORKS INC (JNPR) | $1,001 - $15,000 | $201 - $1,000 | Dividends Capital Gains | 160 | |
| Keycorp (KEY) | $15,001 - $50,000 | $1,001 - $2,500 | Dividends Capital Gains | 161 | |
| Keysight Technologies In (KEYS) | $1,001 - $15,000 | None (or less than $201) | 162 | ||
| Kimberly-Clark Corp (KMB) | $1,001 - $15,000 | $201 - $1,000 | Dividends Capital Gains | 163 | |
| KINDER MORGAN INC (KMI) | $15,001 - $50,000 | $201 - $1,000 | Dividends Capital Gains | 164 | |
| KKR & Co Inc (KKR) | $15,001 - $50,000 | None (or less than $201) | 165 | ||
| Kraft Heinz Co/The (KHC) | $1,001 - $15,000 | $201 - $1,000 | Dividends Capital Gains | 166 | |
| KROGER CO (KR) | $1,001 - $15,000 | $201 - $1,000 | Dividends Capital Gains | 167 | |
| LABCORP HOLDINGS INC (LH) | $1,001 - $15,000 | None (or less than $201) | 168 | ||
| Lam Research Corp (LRCX) | $50,001 - $100K | $201 - $1,000 | Dividends Capital Gains | 169 | |
| Linde PLC (LIN) | $50,001 - $100K | $201 - $1,000 | Dividends Capital Gains | 170 | |
| Lockheed Martin Corp (LMT) | $15,001 - $50,000 | $201 - $1,000 | Dividends Capital Gains | 171 | |
| LOWE'S COS INC (LOW) | $15,001 - $50,000 | $201 - $1,000 | Dividends Capital Gains | 172 | |
| Lyondellbasell Indu-CL A (LYB) | $1,001 - $15,000 | $201 - $1,000 | Dividends Capital Gains | 173 | |
| M & T Bank Corp (MTB) | $15,001 - $50,000 | $201 - $1,000 | Dividends Capital Gains | 174 | |
| Marsh & McLennan COS (MMC) | $15,001 - $50,000 | $201 - $1,000 | Dividends Capital Gains | 175 | |
| Masco Corp (MAS) | $1,001 - $15,000 | None (or less than $201) | 176 | ||
| Masterbrand Inc (MBC) | $1,001 - $15,000 | None (or less than $201) | 177 | ||
| MASTERCARD INC - A (MA) | $100K - $250K | $201 - $1,000 | Dividends Capital Gains | 178 | |
| McDonald's Corp (MCD) | $50,001 - $100K | $1,001 - $2,500 | Dividends Capital Gains | 179 | |
| McKesson Corp (MCK) | $1,001 - $15,000 | None (or less than $201) | 180 | ||
| Medtronic PLC (mdt) | $1,001 - $15,000 | None (or less than $201) | 181 | ||
| MERCK & CO. INC. (MRK) | $50,001 - $100K | $2,501 - $5,000 | Dividends Capital Gains | 182 | |
| Meta Platforms Inc-Class A (META) | $250K - $500K | $1,001 - $2,500 | Dividends Capital Gains | 183 | |
| Mettler-Toledo International (MTD) | $1,001 - $15,000 | None (or less than $201) | 184 | ||
| MGM RESORTS INTERNATIONAL (MGM) | $1,001 - $15,000 | None (or less than $201) | 185 | ||
| Microchip Technology Inc (MCHP) | $15,001 - $50,000 | $201 - $1,000 | Dividends Capital Gains | 186 | |
| Micron Technology Inc (MU) | $15,001 - $50,000 | $201 - $1,000 | Dividends Capital Gains | 187 | |
| MONDELEZ INTERNATIONAL INC-A (MDLZ) | $15,001 - $50,000 | $1,001 - $2,500 | Dividends Capital Gains | 188 | |
| Monster Beverage Corp (MNST) | $15,001 - $50,000 | None (or less than $201) | 189 | ||
| MOODY'S CORP (MCO) | $15,001 - $50,000 | $201 - $1,000 | Dividends Capital Gains | 190 | |
| Morgan Stanley (ms) | $15,001 - $50,000 | $5,001 - $15,000 | Dividends Capital Gains | 191 | |
| MOTOROLA SOLUTIONS INC (MSI) | $15,001 - $50,000 | $201 - $1,000 | Dividends Capital Gains | 192 | |
| MSCI Inc (MSCI) | $15,001 - $50,000 | $201 - $1,000 | Dividends Capital Gains | 193 | |
| NASDAQ INC (NDAQ) | $1,001 - $15,000 | None (or less than $201) | 194 | ||
| NETAPP INC (NTAP) | $1,001 - $15,000 | $201 - $1,000 | Dividends Capital Gains | 195 | |
| Netflix Inc (NFLX) | $50,001 - $100K | None (or less than $201) | 196 | ||
| Newmont Corp (NEM) | $1,001 - $15,000 | $201 - $1,000 | Dividends Capital Gains | 197 | |
| NEWS CORP - CLASS A (NWSA) | $1,001 - $15,000 | None (or less than $201) | 198 | ||
| NEWS CORP - CLASS B (NWS) | $15,001 - $50,000 | None (or less than $201) | 199 | ||
| Nextera Energy Inc (NEE) | $15,001 - $50,000 | $201 - $1,000 | Dividends Capital Gains | 200 | |
| NORFOLK SOUTHERN CORP (NSC) | $1,001 - $15,000 | $201 - $1,000 | Dividends Capital Gains | 201 | |
| Northrop Grumman Corp (NOC) | $15,001 - $50,000 | $201 - $1,000 | Dividends Capital Gains | 202 | |
| NORWEGIAN CRUISE LINE HOLDIN (NCLH) | $1,001 - $15,000 | None (or less than $201) | 203 | ||
| NRG ENERGY INC (NRG) | $1,001 - $15,000 | None (or less than $201) | 204 | ||
| Nvidia Corp (NVDA) | $500K - $1M | $201 - $1,000 | Dividends Capital Gains | 205 | |
| O'REILLY AUTOMOTIVE INC (ORLY) | $15,001 - $50,000 | None (or less than $201) | 206 | ||
| Omnicom Group (OMC) | $1,001 - $15,000 | $201 - $1,000 | Dividends Capital Gains | 207 | |
| ONEOK INC (OKE) | $1,001 - $15,000 | $201 - $1,000 | Dividends Capital Gains | 208 | |
| PACCAR INC (PCAR) | $1,001 - $15,000 | $201 - $1,000 | Dividends Capital Gains | 209 | |
| PALANTIR TECHNOLOGIES INC-A (PLTR) | $15,001 - $50,000 | None (or less than $201) | 210 | ||
| Palo Alto Networks Inc (panw) | $15,001 - $50,000 | None (or less than $201) | 211 | ||
| Paypal Holdings Inc (PYPL) | $1,001 - $15,000 | None (or less than $201) | 212 | ||
| PepsiCo Inc (PEP) | $50,001 - $100K | $2,501 - $5,000 | Dividends Capital Gains | 213 | |
| PHILIP MORRIS INTERNATIONAL (PM) | $15,001 - $50,000 | $1,001 - $2,500 | Dividends Capital Gains | 214 | |
| PPL Corp (PPL) | $1,001 - $15,000 | $201 - $1,000 | Dividends Capital Gains | 215 | |
| Principal Financial Group (PFG) | $15,001 - $50,000 | $201 - $1,000 | Dividends Capital Gains | 216 | |
| PROCTER & GAMBLE CO/THE (PG) | $100K - $250K | $2,501 - $5,000 | Dividends Capital Gains | 217 | |
| PROGRESSIVE CORP (PGR) | $15,001 - $50,000 | $201 - $1,000 | Dividends Capital Gains | 218 | |
| ProLogis Inc (pld) | $15,001 - $50,000 | $201 - $1,000 | Dividends Capital Gains | 219 | |
| Public Service Enterprise GP (PEG) | $1,001 - $15,000 | $201 - $1,000 | Dividends Capital Gains | 220 | |
| Qualcomm Inc (qcom) | $15,001 - $50,000 | $201 - $1,000 | Dividends Capital Gains | 221 | |
| Quanta Services Inc (PWR) | $1,001 - $15,000 | None (or less than $201) | 222 | ||
| QUEST DIAGNOSTICS INC (DGX) | $1,001 - $15,000 | None (or less than $201) | 223 | ||
| REALTY INCOME CORP (O) | $1,001 - $15,000 | $201 - $1,000 | Dividends Capital Gains | 224 | |
| Regency Centers Corp (REG) | $1,001 - $15,000 | $201 - $1,000 | Dividends Capital Gains | 225 | |
| Regeneron Pharmaceuticals (REGN) | $1,001 - $15,000 | $201 - $1,000 | Dividends Capital Gains | 226 | |
| Regions Financial Corp (RF) | $1,001 - $15,000 | $201 - $1,000 | Dividends Capital Gains | 227 | |
| ROCKWELL AUTOMATION INC (ROK) | $1,001 - $15,000 | None (or less than $201) | 228 | ||
| ROPER TECHNOLOGIES INC (ROP) | $15,001 - $50,000 | None (or less than $201) | 229 | ||
| ROSS STORES INC (ROST) | $1,001 - $15,000 | None (or less than $201) | 230 | ||
| RTX CORP (RTX) | $15,001 - $50,000 | $201 - $1,000 | Dividends Capital Gains | 231 | |
| S&P Global Inc (SPGI) | $50,001 - $100K | $201 - $1,000 | Dividends Capital Gains | 232 | |
| Salesforce Inc (CRM) | $50,001 - $100K | $201 - $1,000 | Dividends Capital Gains | 233 | |
| Sandisk Corp (SNDK) | $1,001 - $15,000 | None (or less than $201) | 234 | ||
| SBA Communications Corp (SBAC) | $1,001 - $15,000 | None (or less than $201) | 235 | ||
| Schlumberger Ltd (SLB) | $15,001 - $50,000 | $201 - $1,000 | Dividends Capital Gains | 236 | |
| Schwab (Charles) Corp (SCHW) | $15,001 - $50,000 | $201 - $1,000 | Dividends Capital Gains | 237 | |
| Seagate Technology Holdings (STX) | $1,001 - $15,000 | None (or less than $201) | 238 | ||
| SEMPRA (SRE) | $1,001 - $15,000 | $201 - $1,000 | Dividends Capital Gains | 239 | |
| Servicenow Inc (NOW) | $15,001 - $50,000 | None (or less than $201) | 240 | ||
| SHERWIN-WILLIAMS CO/THE (SHW) | $15,001 - $50,000 | None (or less than $201) | 241 | ||
| SIMON PROPERTY GROUP INC (SPG) | $50,001 - $100K | $1,001 - $2,500 | Dividends Capital Gains | 242 | |
| SOUTHWEST AIRLINES CO (LUV) | $1,001 - $15,000 | None (or less than $201) | 243 | ||
| Starbucks Corp (SBUX) | $15,001 - $50,000 | $1,001 - $2,500 | Dividends Capital Gains | 244 | |
| State Street Corp (STT) | $1,001 - $15,000 | $201 - $1,000 | Dividends Capital Gains | 245 | |
| Stryker Corp (SYK) | $15,001 - $50,000 | $201 - $1,000 | Dividends Capital Gains | 246 | |
| SUPER MICRO COMPUTER INC (SMCI) | $1,001 - $15,000 | None (or less than $201) | 247 | ||
| SYNOPSYS INC (SNPS) | $15,001 - $50,000 | None (or less than $201) | 248 | ||
| Sysco Corp (SYY) | $1,001 - $15,000 | $201 - $1,000 | Dividends Capital Gains | 249 | |
| T ROWE PRICE GROUP INC (TROW) | $1,001 - $15,000 | $201 - $1,000 | Dividends Capital Gains | 250 | |
| T-Mobile US INC (TMUS) | $15,001 - $50,000 | $201 - $1,000 | Dividends Capital Gains | 251 | |
| Targa Resources Corp (TRGP) | $15,001 - $50,000 | $201 - $1,000 | Dividends Capital Gains | 252 | |
| Target Corp (TGT) | $15,001 - $50,000 | $1,001 - $2,500 | Dividends Capital Gains | 253 | |
| TE Connectivity PLC (TEL) | $1,001 - $15,000 | None (or less than $201) | 254 | ||
| TERADYNE INC (TER) | $1,001 - $15,000 | None (or less than $201) | 255 | ||
| Tesla Inc (TSLA) | $100K - $250K | None (or less than $201) | 256 | ||
| Texas Instruments Inc (txn) | $50,001 - $100K | $1,001 - $2,500 | Dividends Capital Gains | 257 | |
| TEXTRON INC (TXT) | $1,001 - $15,000 | None (or less than $201) | 258 | ||
| The Cigna Group (CI) | $15,001 - $50,000 | $201 - $1,000 | Dividends Capital Gains | 259 | |
| THE COCA-COLA COMPANY (KO) | $50,001 - $100K | $2,501 - $5,000 | Dividends Capital Gains | 260 | |
| THE SOUTHERN COMPANY (SO) | $15,001 - $50,000 | $201 - $1,000 | Dividends Capital Gains | 261 | |
| Thermo Fisher Scientific Inc (TMO) | $50,001 - $100K | $201 - $1,000 | Dividends Capital Gains | 262 | |
| TJX COMPANIES INC (TJX) | $15,001 - $50,000 | $201 - $1,000 | Dividends Capital Gains | 263 | |
| Trane Technologies PLC (TT) | $15,001 - $50,000 | $201 - $1,000 | Dividends Capital Gains | 264 | |
| TRANSDIGM GROUP INC (TDG) | $1,001 - $15,000 | $201 - $1,000 | Dividends Capital Gains | 265 | |
| TRAVELERS COS INC/THE (TRV) | $15,001 - $50,000 | $201 - $1,000 | Dividends Capital Gains | 266 | |
| TRUIST FINANCIAL CORP (TFC) | $15,001 - $50,000 | $1,001 - $2,500 | Dividends Capital Gains | 267 | |
| Uber Technologies Inc (UBER) | $15,001 - $50,000 | None (or less than $201) | 268 | ||
| Union Pacific Corp (UNP) | $50,001 - $100K | $1,001 - $2,500 | Dividends Capital Gains | 269 | |
| United Parcel Service-CL B (UPS) | $1,001 - $15,000 | $201 - $1,000 | Dividends Capital Gains | 270 | |
| UNITED RENTALS INC (URI) | $1,001 - $15,000 | None (or less than $201) | 271 | ||
| UnitedHealth Group Inc (UNH) | $100K - $250K | $1,001 - $2,500 | Dividends Capital Gains | 272 | |
| VALERO ENERGY CORP (VLO) | $1,001 - $15,000 | $201 - $1,000 | Dividends Capital Gains | 273 | |
| VENTAS INC (VTR) | $15,001 - $50,000 | $201 - $1,000 | Dividends Capital Gains | 274 | |
| Veralto Corp (VLTO) | $1,001 - $15,000 | None (or less than $201) | 275 | ||
| VERISIGN INC (VRSN) | $15,001 - $50,000 | None (or less than $201) | 276 | ||
| VERISK ANALYTICS INC (VRSK) | $15,001 - $50,000 | None (or less than $201) | 277 | ||
| VERIZON COMMUNICATIONS INC (VZ) | $15,001 - $50,000 | $2,501 - $5,000 | Dividends Capital Gains | 278 | |
| VERTEX PHARMACEUTICALS INC (VRTX) | $15,001 - $50,000 | None (or less than $201) | 279 | ||
| VIATRIS INC (VTRS) | $1,001 - $15,000 | $201 - $1,000 | Dividends Capital Gains | 280 | |
| VISA INC-CLASS A SHARES (V) | $100K - $250K | $1,001 - $2,500 | Dividends Capital Gains | 281 | |
| Vistra Corp (VST) | $1,001 - $15,000 | None (or less than $201) | 282 | ||
| Vulcan Materials Co (VMC) | $15,001 - $50,000 | None (or less than $201) | 283 | ||
| W R Berkley Corporation (WRB) | $1,001 - $15,000 | $201 - $1,000 | Dividends Capital Gains | 284 | |
| WalMart Inc (WMT) | $100K - $250K | $1,001 - $2,500 | Dividends Capital Gains | 285 | |
| WALT DISNEY CO/THE (DIS) | $1,001 - $15,000 | None (or less than $201) | 286 | ||
| WASTE MANAGEMENT INC (WM) | $15,001 - $50,000 | $201 - $1,000 | Dividends Capital Gains | 287 | |
| WEC Energy Group Inc (WEC) | $15,001 - $50,000 | $201 - $1,000 | Dividends Capital Gains | 288 | |
| Wells Fargo & Co (WFC) | $15,001 - $50,000 | $1,001 - $2,500 | Dividends Capital Gains | 289 | |
| WELLTOWER INC (WELL) | $15,001 - $50,000 | $201 - $1,000 | Dividends Capital Gains | 290 | |
| Western Digital Corp (WDC) | $1,001 - $15,000 | None (or less than $201) | 291 | ||
| WEYERHAEUSER CO (WY) | $1,001 - $15,000 | $201 - $1,000 | Dividends Capital Gains | 292 | |
| WILLIS TOWERS WATSON PLC (WTW) | $1,001 - $15,000 | None (or less than $201) | 293 | ||
| WK Kellogg Co (KLG) | None (or less than $1,001) | None (or less than $201) | 294 | ||
| WW GRAINGER INC (GWW) | $1,001 - $15,000 | None (or less than $201) | 295 | ||
| Xcel Energy Inc (XEL) | $15,001 - $50,000 | $201 - $1,000 | Dividends Capital Gains | 296 | |
| Zions Bancorp NA (ZION) | $1,001 - $15,000 | $5,001 - $15,000 | Dividends Capital Gains | 297 | |
| Zoetis Inc (ZTS) | $15,001 - $50,000 | $201 - $1,000 | Dividends Capital Gains | 298 | |
| BECTON DICKINSON AND CO (BDX) | None (or less than $1,001) | $201 - $1,000 | Dividends Capital Gains | 299 | |
| CROWN CASTLE INC (CCI) | None (or less than $1,001) | $201 - $1,000 | Dividends Capital Gains | 300 | |
| HESS CORP (HES) | None (or less than $1,001) | None (or less than $201) | 301 | ||
| WILLIAMS COS INC (WMB) | None (or less than $1,001) | $1,001 - $2,500 | Dividends Capital Gains | 302 | |
| TAPESTRY INC (TPR) | None (or less than $1,001) | $201 - $1,000 | Dividends Capital Gains | 303 | |
| MOSAIC CO/THE (MOS) | None (or less than $1,001) | None (or less than $201) | 304 | ||
| APPLIED MATERIALS INC (AMAT) | None (or less than $1,001) | None (or less than $201) | 305 | ||
| MARATHON OIL CORP (MRO) | None (or less than $1,001) | None (or less than $201) | 306 | ||
| DISCOVER FINANCIAL SERVICES (DFS) | None (or less than $1,001) | $201 - $1,000 | Dividends Capital Gains | 307 | |
| KLA CORP (KLAC) | None (or less than $1,001) | $201 - $1,000 | Dividends Capital Gains | 308 | |
| PFIZER INC (PFE) | None (or less than $1,001) | $1,001 - $2,500 | Dividends Capital Gains | 309 | |
| DIAMONDBACK ENERGY INC (FANG) | None (or less than $1,001) | $201 - $1,000 | Dividends Capital Gains | 310 | |
| DR HORTON INC (DHI) | None (or less than $1,001) | None (or less than $201) | 311 | ||
| AES CORP (AES) | None (or less than $1,001) | None (or less than $201) | 312 | ||
| CELANESE CORP (CE) | None (or less than $1,001) | None (or less than $201) | 313 | ||
| CVS HEALTH CORP (CVS) | None (or less than $1,001) | $201 - $1,000 | Dividends Capital Gains | 314 | |
| EDISON INTERNATIONAL (EIX) | None (or less than $1,001) | $201 - $1,000 | Dividends Capital Gains | 315 | |
| HUMANA INC (HUM) | None (or less than $1,001) | None (or less than $201) | 316 | ||
| LENNAR CORP-A (LEN) | None (or less than $1,001) | None (or less than $201) | 317 | ||
| DOLLAR GENERAL CORP (DG) | None (or less than $1,001) | None (or less than $201) | 318 | ||
| FMC CORP (FMC) | None (or less than $1,001) | $201 - $1,000 | Dividends Capital Gains | 319 | |
| OCCIDENTAL PETROLEUM CORP (OXY) | None (or less than $1,001) | $201 - $1,000 | Dividends Capital Gains | 320 | |
| MONOLITHIC POWER SYSTEMS INC (MPWR) | None (or less than $1,001) | None (or less than $201) | 321 | ||
| P G & E CORP (PCG) | None (or less than $1,001) | None (or less than $201) | 322 | ||
| ROYAL CARIBBEAN GROUP (RCL) | None (or less than $1,001) | None (or less than $201) | 323 | ||
| STEEL DYNAMICS INC (STLD) | None (or less than $1,001) | None (or less than $201) | 324 | ||
| NXP SEMICONDUCTORS NV (NXPI) | None (or less than $1,001) | None (or less than $201) | 325 | ||
| DEVON ENERGY CORP (DVN) | None (or less than $1,001) | $201 - $1,000 | Dividends Capital Gains | 326 | |
| BROWN-FORMAN CORP-CLASS B (BF/B) | None (or less than $1,001) | None (or less than $201) | 327 | ||
| NIKE INC -CL B (NKE) | None (or less than $1,001) | $201 - $1,000 | Dividends Capital Gains | 328 | |
| ALBEMARLE CORP (ALB) | None (or less than $1,001) | None (or less than $201) | 329 | ||
| INTERPUBLIC GROUP OF COS INC (IPG) | None (or less than $1,001) | $1,001 - $2,500 | Dividends Capital Gains | 330 | |
| WALGREENS BOOTS ALLIANCE INC (WBA) | None (or less than $1,001) | $201 - $1,000 | Dividends Capital Gains | 331 | |
| NORDSON CORP (NDSN) | None (or less than $1,001) | None (or less than $201) | 332 | ||
| BATH & BODY WORKS INC (BBWI) | None (or less than $1,001) | $201 - $1,000 | Dividends Capital Gains | 333 | |
| PHILLIPS 66 (PSX) | None (or less than $1,001) | None (or less than $201) | 334 | ||
| EATON CORP PLC (ETN) | None (or less than $1,001) | $201 - $1,000 | Dividends Capital Gains | 335 | |
| DELTA AIR LINES INC (DAL) | None (or less than $1,001) | None (or less than $201) | 336 | ||
| FREEPORT-MCMORAN INC (FCX) | None (or less than $1,001) | None (or less than $201) | 337 | ||
| COMERICA INC (CMA) | None (or less than $1,001) | $2,501 - $5,000 | Dividends Capital Gains | 338 | |
| HUBBELL INC (HUBB) | None (or less than $1,001) | None (or less than $201) | 339 | ||
| MARATHON PETROLEUM CORP (MPC) | None (or less than $1,001) | None (or less than $201) | 340 | ||
| PAYCOM SOFTWARE INC (PAYC) | None (or less than $1,001) | None (or less than $201) | 341 | ||
| PARKER HANNIFIN CORP (PH) | None (or less than $1,001) | None (or less than $201) | 342 | ||
| WESTROCK CO (WRK) | None (or less than $1,001) | $2,501 - $5,000 | Dividends Capital Gains | 343 | |
| NUCOR CORP (NUE) | None (or less than $1,001) | None (or less than $201) | 344 | ||
| BRISTOL-MYERS SQUIBB CO (BMY) | None (or less than $1,001) | $1,001 - $2,500 | Dividends Capital Gains | 345 | |
| PARAMOUNT GLOBAL-CLASS B (PARA) | None (or less than $1,001) | None (or less than $201) | 346 | ||
| HALLIBURTON CO (HAL) | None (or less than $1,001) | None (or less than $201) | 347 | ||
| PIONEER NATURAL RESOURCES CO (PXD) | None (or less than $1,001) | None (or less than $201) | 348 | ||
| AMERIPRISE FINANCIAL INC (AMP) | None (or less than $1,001) | None (or less than $201) | 349 | ||
| BROWN-FORMAN CORP-CLASS B (BF B) | None (or less than $1,001) | None (or less than $201) | 350 | ||
| BIOGEN INC (BIIB) | None (or less than $1,001) | $201 - $1,000 | Dividends Capital Gains | 351 | |
| BUILDERS FIRSTSOURCE INC (BLDR) | None (or less than $1,001) | None (or less than $201) | 352 | ||
| CATALENT INC (CTLT) | None (or less than $1,001) | $5,001 - $15,000 | Dividends Capital Gains | 353 | |
| SOLAREDGE TECHNOLOGIES INC (SEDG) | None (or less than $1,001) | None (or less than $201) | 354 | ||
| COSTAR GROUP INC (CSGP) | None (or less than $1,001) | None (or less than $201) | 355 | ||
| GLOBAL PAYMENTS INC (GPN) | None (or less than $1,001) | $1,001 - $2,500 | Dividends Capital Gains | 356 | |
| QORVO INC (QRVO) | None (or less than $1,001) | $1,001 - $2,500 | Dividends Capital Gains | 357 | |
| U.S. Bank #4 (Cash) | None (or less than $1,001) | $2,501 - $5,000 | Capital Gains Dividends | 358 | |
| U.S. Brokerage #1 | 359 | ||||
| Share of physical silver held by U.S. bank #1 | $1M | None (or less than $201) | 359.1 | ||
| JPM Prime Money Market Fund (CJPXX) | $1M | $100K - $1M | 359.2 | ||
| JPM US Government Money Market Fund (IJGXX) | None (or less than $1,001) | $201 - $1,000 | 359.3 | ||
| U.S bank #5 (cash) | None (or less than $1,001) | None (or less than $201) | 359.4 | ||
| ALPHABET INC-CL A (GOOGL) | None (or less than $1,001) | $100K - $1M | Capital Gains Dividends | 359.5 | |
| ALPHABET INC-CL C (GOOG) | None (or less than $1,001) | $100K - $1M | Capital Gains Dividends | 359.6 | |
| BROADCOM INC (AVGO) | None (or less than $1,001) | $50,001 - $100K | Capital Gains Dividends | 359.7 | |
| Intel Corp (INTC) | None (or less than $1,001) | $201 - $1,000 | Capital Gains Dividends | 359.8 | |
| Microsoft Corp (msft) | None (or less than $1,001) | $100K - $1M | Capital Gains Dividends | 359.9 | |
| Oracle Corp (orcl) | None (or less than $1,001) | $50,001 - $100K | Capital Gains Dividends | 359.10 | |
| U.S. brokerage #2 | 360 | ||||
| Alerian MLP ETF (ALMP) | $500K - $1M | $50,001 - $100K | Dividends | 360.1 | |
| MPLX LP (MPLX) | None (or less than $1,001) | None (or less than $201) | 360.1.1 | ||
| Plains All American Pipeline LP (PAA) | None (or less than $1,001) | None (or less than $201) | 360.1.2 | ||
| Enterprise Products Partners LP (EPD) | None (or less than $1,001) | None (or less than $201) | 360.1.3 | ||
| Western Midstream Partners LP (WES) | None (or less than $1,001) | None (or less than $201) | 360.1.4 | ||
| Sunoco LP (SUN) | None (or less than $1,001) | None (or less than $201) | 360.1.5 | ||
| Energy Transfer LP (ET) | None (or less than $1,001) | None (or less than $201) | 360.1.6 | ||
| Hess Midstream LP (HESM) | None (or less than $1,001) | None (or less than $201) | 360.1.7 | ||
| Cheniere Energy Partners LP (CQP) | None (or less than $1,001) | None (or less than $201) | 360.1.8 | ||
| USA Compression Partners LP (USAC) | None (or less than $1,001) | None (or less than $201) | 360.1.9 | ||
| Genesis Energy LP (GEL) | None (or less than $1,001) | None (or less than $201) | 360.1.10 | ||
| Global Partners LP (GLP) | None (or less than $1,001) | None (or less than $201) | 360.1.11 | ||
| Suburban Propane Partners LP (SPH) | None (or less than $1,001) | None (or less than $201) | 360.1.12 | ||
| Delek Logistics Partners LP (DKL) | None (or less than $1,001) | None (or less than $201) | 360.1.13 | ||
| U.S. Bank #6 (Cash) | None (or less than $1,001) | None (or less than $201) | 360.1.14 | ||
| JPM Prime Money Market Fund (CJPXX) | $5M - $25M | $100K - $1M | 360.2 | ||
| U.S. Bank #7 (Cash) | $15,001 - $50,000 | $1,001 - $2,500 | Interest | 360.3 | |
| U.S. bank #8 (cash) | $1,001 - $15,000 | None (or less than $201) | 361 | ||
| U.S. brokerage #3 | 362 | ||||
| U.S. bank #9 (cash) | $15,001 - $50,000 | $201 - $1,000 | Interest | 362.1 | |
| CBOE Volatility Index (VIX) | None (or less than $1,001) | $5,001 - $15,000 | Capital Gains | 362.2 | |
| U.S. brokerage #4 | 363 | ||||
| U.S. bank #10 (cash) | None (or less than $1,001) | None (or less than $201) | 363.1 | ||
| Ethereum (ETH) | None (or less than $1,001) | $100K - $1M | 363.2 | ||
| Bitcoin (BTC) | None (or less than $1,001) | None (or less than $201) | 363.3 | ||
| USD Coin (USDC) | None (or less than $1,001) | None (or less than $201) | 363.4 | ||
| A Shoc Investors LLC (illiquid, private investment) | None (or less than $1,001) | None (or less than $201) | 364 | ||
| Ashe Capital Partners, LP (Fund investment) | $250K - $500K | None (or less than $201) | Income and value estimated based on 2023 tax statement | 365 | |
| Liberty Media Corp (LMCA) | 365.1 | ||||
| Veeva Systems Inc. (VEEV) | 365.2 | ||||
| AppFolio, Inc. (APPF) | 365.3 | ||||
| Atlassian Corp (TEAM) | 365.4 | ||||
| Datadog, Inc (DDOG) | 365.5 | ||||
| Shopify Inc. (SHOP) | 365.6 | ||||
| Atrium Group V, LLC (Fund investment) | None (or less than $1,001) | $15,001 - $50,000 | Capital Gains Dividends Interest | Income and value estimated based on 2023 tax statement. Divested prior to starting government service. | 366 |
| Aventail Energy Fund (Fund investment) | $1M - $5M | $100K - $1M | Capital Gains Dividends Interest | Income and value estimated based on 2023 tax statement | 367 |
| Brick Capital Club 8 LLC (illiquid, private investment) | None (or less than $1,001) | None (or less than $201) | 368 | ||
| Brick Capital Club 12 LLC (illiquid, private investment) | None (or less than $1,001) | None (or less than $201) | 369 | ||
| CS Investment Vehicle LLC (illiquid, private investment) | $250K - $500K | $29,809 | Ordinary Income | 370 | |
| CSPB 340-350 INVESTORS LLC | $1M - $5M | $254K | Ordinary Income | 371 | |
| Commercial real estate, Palm Beach Florida | 371.1 | ||||
| Commercial real estate, Palm Beach Florida | 371.2 | ||||
| CSPB 440 INVESTORS LLC | 372 | ||||
| Commercial real estate, Palm Beach Florida | $1M - $5M | $229K | Ordinary Income | 372.1 | |
| CSPB 500 INVESTORS LLC | 373 | ||||
| Commercial real estate, West Palm Beach Florida | $1M - $5M | None (or less than $201) | 373.1 | ||
| CSPB Worth Investors LLC | 374 | ||||
| Commericial real estate, Palm Beach, Florida | $500K - $1M | None (or less than $201) | 374.1 | ||
| Figue Acquisition LLC (Women's apparel business spouse operates) | $1M | None (or less than $201) | Income and value estimated based on 2023 tax statement | 375 | |
| Fleur Du Mal LLC (illiquid, private investment) | None (or less than $1,001) | None (or less than $201) | 376 | ||
| FV4 Investor I, LLC (Fund investment) | None (or less than $1,001) | $50,001 - $100K | Capital Gains Interest | Income and value estimated based on 2023 tax statement. Divested prior to starting government service. | 377 |
| HAR Investors, LLC (Fund investment) | $100K - $250K | $1,001 - $2,500 | Capital Gains Dividends Interest | Income and value estimated based on 2023 tax statement. Will be divested. | 378 |
| Halogen Ventures Fund 2 (Fund investment) | $100K - $250K | None (or less than $201) | Income and value estimated based on 2023 tax statement. Assets are not reasonably ascertainable. | 379 | |
| Morning View Investors LLC (illiquid, private investment) | $50,001 - $100K | None (or less than $201) | 380 | ||
| MUSE Nutrition LLC (illiquid, private investment) | None (or less than $1,001) | None (or less than $201) | 381 | ||
| Topanga LLC (illiquid, private investment) | $15,001 - $50,000 | None (or less than $201) | 382 | ||
| UPPER90 FUND II LP (Fund investment) | $1M | $100K - $1M | Capital Gains Dividends Interest | Income and value estimated based on 2023 tax statement. | 383 |
| ALL33, Inc (illiquid, private investment) | 383.1 | ||||
| Ampla Technologies Inc (illiquid, private investment) | 383.1.1 | ||||
| Authentic Insurance Services, Inc. (illiquid, private investment) | 383.1.2 | ||||
| Beacon Technologies LTD. (illiquid, private investment) | 383.1.3 | ||||
| Braavo Capital Inc (illiquid, private investment) | 383.1.4 | ||||
| CapitalOS, Inc. (illiquid, private investment) | 383.1.5 | ||||
| Clutch Technologies Inc. (illiquid, private investment) | 383.1.6 | ||||
| Crusoe Energy Holdings Inc (illiquid, private investment) | 383.1.7 | ||||
| Dakota Financial LLC (illiquid, private investment) | 383.1.8 | ||||
| Debtsy Holdings, Inc (illiquid, private investment) | 383.2 | ||||
| e2log Inc. (illiquid, private investment) | 383.2.1 | ||||
| Elevated Magic, Inc. (illiquid, private investment) | 383.2.2 | ||||
| Emergant Inc (illiquid, private investment) | 383.2.3 | ||||
| Fig Tech Inc Safe Equity (illiquid, private investment) | 383.2.4 | ||||
| Finley Technologies, Inc. (illiquid, private investment) | 383.2.5 | ||||
| Gynger Inc. (illiquid, private investment) | 383.2.6 | ||||
| Highline Technologies Inc. (illiquid, private investment) | 383.2.7 | ||||
| HOF Capital AX Growth LLC (illiquid, private investment) | 383.2.8 | ||||
| HTL HOLDCO LIMITED (illiquid, private investment) | 383.2.9 | ||||
| Kontempo (illiquid, private investment) | 383.3 | ||||
| Mainfactor Holdings Inc. (illiquid, private investment) | 383.3.1 | ||||
| Mundi Trade, Inc (illiquid, private investment) | 383.3.2 | ||||
| Mytoolbox Technologies (illiquid, private investment) | 383.3.3 | ||||
| Octane Lending Inc (illiquid, private investment) | 383.3.4 | ||||
| Outgo Inc. (illiquid, private investment) | 383.3.5 | ||||
| PayJoy Asset Fund LLC (illiquid, private investment) | 383.3.6 | ||||
| Razor Group GmbH (illiquid, private investment) | 383.3.7 | ||||
| Rock Gate Capital, LLC (illiquid, private investment) | 383.3.8 | ||||
| RSE Markets, Inc (illiquid, private investment) | 383.3.9 | ||||
| SellerX (illiquid, private investment) | 383.4 | ||||
| Settle Inc. (illiquid, private investment) | 383.4.1 | ||||
| SP Discovery Main Street Funding I LLC (illiquid, private investment) | 383.4.2 | ||||
| SP Main Street Funding I, LLC (illiquid, private investment) | 383.4.3 | ||||
| Stax Engineering, Inc. (illiquid, private investment) | 383.4.4 | ||||
| Uproxx Studios LLC (illiquid, private investment) | 383.4.5 | ||||
| Verishop Inc. (illiquid, private investment) | 383.4.6 | ||||
| Wunderkind Inc Common Stock (illiquid, private investment) | 383.4.7 | ||||
| UPPER90 FUND III LP (Fund investment) | $1M - $5M | $50,001 - $100K | Interest | Income and value estimated based on 2023 tax statement. | 384 |
| Dakota Financial LLC (illiquid, private investment) | 384.1 | ||||
| Authentic Insurance Services, Inc. (illiquid, private investment) | 384.1.1 | ||||
| Braavo Capital Inc. (illiquid, private investment) | 384.1.2 | ||||
| CapitalOS, Inc. (illiquid, private investment) | 384.1.3 | ||||
| Crusoe Energy Holdings Inc (illiquid, private investment) | 384.1.4 | ||||
| Crusoe Energy Systems LLC (illiquid, private investment) | 384.1.5 | ||||
| Debtsy Holdings, Inc. (illiquid, private investment) | 384.1.6 | ||||
| Finley Technologies, Inc. (illiquid, private investment) | 384.1.7 | ||||
| HOF Capital BA Growth, LLC (illiquid, private investment) | 384.1.8 | ||||
| Mundi Trade, Inc (illiquid, private investment) | 384.1.9 | ||||
| Mytoolbox Technologies (illiquid, private investment) | 384.2 | ||||
| Octane Lending Inc (illiquid, private investment) | 384.2.1 | ||||
| Outgo Inc. (illiquid, private investment) | 384.2.2 | ||||
| Rock Gate Capital, LLC (illiquid, private investment) | 384.2.3 | ||||
| Stax Engineering, Inc (illiquid, private investment) | 384.2.4 | ||||
| Uproxx Studios LLC (illiquid, private investment) | 384.2.5 | ||||
| UPPER90 Fund III Parallel Master LP (Fund investment) | $250K - $500K | None (or less than $201) | Income and value estimated based on 2023 tax statement. | 385 | |
| Applause Group LLC (illiquid, private investment) | 385.1 | ||||
| Authentic Insurance Services, Inc. (illiquid, private investment) | 385.1.1 | ||||
| Braavo Capital Inc. (illiquid, private investment) | 385.1.2 | ||||
| Crusoe Energy Systems LLC (illiquid, private investment) | 385.1.3 | ||||
| HOF Capital AX Growth LLC (illiquid, private investment) | 385.1.4 | ||||
| Nooks LLC (illiquid, private investment) | 385.1.5 | ||||
| Octane Lending Inc (illiquid, private investment) | 385.1.6 | ||||
| PayJoy Asset Fund LLC (illiquid, private investment) | 385.1.7 | ||||
| Rock Gate Capital, LLC (illiquid, private investment) | 385.1.8 | ||||
| SP Discovery Main Street Funding I LLC (illiquid, private investment) | 385.1.9 | ||||
| SP Main Street Funding I, LLC (illiquid, private investment) | 385.2 | ||||
| Stax Engineering, Inc (illiquid, private investment) | 385.2.1 | ||||
| Uproxx Studios LLC (illiquid, private investment) | 385.2.2 | ||||
| Wurthy Inc. (illiquid, private investment) | 385.2.3 | ||||
| Wurk Investment Partnership LLC (illiquid, private investment) | $100K - $250K | None (or less than $201) | 386 | ||
| Zen Beverage Investors LLC (illiquid, private investment) | None (or less than $1,001) | None (or less than $201) | 387 | ||
| Tender Greens (illiquid, private investment) | None (or less than $1,001) | None (or less than $201) | 388 | ||
| Core (illiquid, private investment) | None (or less than $1,001) | None (or less than $201) | 389 | ||
| Carbon 38 (illiquid, private investment) | None (or less than $1,001) | None (or less than $201) | 390 | ||
| BacterioScan (illiquid, private investment) | $250K - $500K | None (or less than $201) | 391 | ||
| Rinse (illiquid, private investment) | $15,001 - $50,000 | None (or less than $201) | 392 | ||
| Bit Pesa (illiquid, private investment) | None (or less than $1,001) | None (or less than $201) | 393 | ||
| Praesidium Partners (illiquid, private investment) | $15,001 - $50,000 | None (or less than $201) | 394 | ||
| CopperState Farms (illiquid, private investment) | $100K - $250K | None (or less than $201) | 395 | ||
| Water + (illiquid, private investment) | $100K - $250K | None (or less than $201) | 396 | ||
| Ezza (illiquid, private investment) | None (or less than $1,001) | None (or less than $201) | 397 | ||
| Riveter (illiquid, private investment) | None (or less than $1,001) | None (or less than $201) | 398 | ||
| Hint (illiquid, private investment) | $100K - $250K | None (or less than $201) | 399 | ||
| Ditto (illiquid, private investment) | None (or less than $1,001) | None (or less than $201) | 400 | ||
| Tiny Organics (illiquid, private investment) | None (or less than $1,001) | None (or less than $201) | 401 | ||
| Le Prix (illiquid, private investment) | $250K - $500K | None (or less than $201) | 402 | ||
| JoyLux (illiquid, private investment) | $50,001 - $100K | None (or less than $201) | 403 | ||
| Washe (illiquid, private investment) | $15,001 - $50,000 | None (or less than $201) | 404 | ||
| PotLoc (illiquid, private investment) | $500K - $1M | None (or less than $201) | 405 | ||
| Harper Wilde (illiquid, private investment) | None (or less than $1,001) | None (or less than $201) | 406 | ||
| Primary Kids (illiquid, private investment) | $100K - $250K | None (or less than $201) | 407 | ||
| Aella (illiquid, private investment) | None (or less than $1,001) | None (or less than $201) | 408 | ||
| Twice Smiles (illiquid, private investment) | None (or less than $1,001) | None (or less than $201) | 409 | ||
| Reliabra (Perkies) (illiquid, private investment) | $15,001 - $50,000 | None (or less than $201) | 410 | ||
| Arber (illiquid, private investment) | $100K - $250K | None (or less than $201) | 411 | ||
| Oodee (illiquid, private investment) | None (or less than $1,001) | None (or less than $201) | 412 | ||
| Jamby's (illiquid, private investment) | $15,001 - $50,000 | None (or less than $201) | 413 | ||
| Windmill (illiquid, private investment) | $50,001 - $100K | None (or less than $201) | 414 | ||
| Herro (illiquid, private investment) | $15,001 - $50,000 | None (or less than $201) | 415 | ||
| Neen (illiquid, private investment) | $15,001 - $50,000 | None (or less than $201) | 416 | ||
| Handsome Hospitality Investments LLC | 417 | ||||
| Posh (illiquid, private investment) | $500K - $1M | None (or less than $201) | 417.1 | ||
| Arca Capital Management LLC Receivable (fixed receivable from redemed investment) | $1M - $5M | None (or less than $201) | 418 | ||
| Art for investment | $1M - $5M | None (or less than $201) | 419 | ||
| Fixed Receivable from Disretionary Trust | $1M | None (or less than $201) | 420 | ||
| Pennsylvania College Savings Program - 529 Investment Plan | 421 | ||||
| Vanguard Institutional Total Stock Market Index Fund (VITNX) | $50,001 - $100K | None (or less than $201) | 421.1 | ||
| Vanguard Total Bond Market II Index Fund (VTBIX) | $15,001 - $50,000 | None (or less than $201) | 421.2 | ||
| Vanguard Total International Bond Index Fund (VTABX) | $1,001 - $15,000 | None (or less than $201) | 421.3 | ||
| Vanguard Institutional Total Stock Market Index Fund (VITNX) | $1,001 - $15,000 | None (or less than $201) | 421.4 | ||
| Vanguard Total International Stock Index Fund (VTIAX) | $1,001 - $15,000 | None (or less than $201) | 421.5 | ||
| Vanguard Total Bond Market II Index Fund (VTBIX) | $15,001 - $50,000 | None (or less than $201) | 421.6 | ||
| Vanguard Total International Bond Index Fund (VTABX) | $1,001 - $15,000 | None (or less than $201) | 421.7 | ||
| Vanguard Institutional Total Stock Market Index Fund (VITNX) | $1,001 - $15,000 | None (or less than $201) | 421.8 | ||
| Vanguard Total International Stock Index Fund (VTIAX) | $1,001 - $15,000 | None (or less than $201) | 421.9 | ||
| Vanguard Total Bond Market II Index Fund (VTBIX) | $15,001 - $50,000 | None (or less than $201) | 421.10 | ||
| Vanguard Total International Bond Index Fund (VTABX) | $1,001 - $15,000 | None (or less than $201) | 421.11 | ||
| Vanguard Institutional Total Stock Market Index Fund (VITNX) | $1,001 - $15,000 | None (or less than $201) | 421.12 | ||
| Vanguard Total International Stock Index Fund (VTIAX) | $1,001 - $15,000 | None (or less than $201) | 421.13 | ||
| Vanguard Short-Term Inflation-Protected Securities Index Fund (VTAPX) | $15,001 - $50,000 | None (or less than $201) | 421.14 | ||
| NY (NYSAVES) College Savings Program Direct Plan #1 | 422 | ||||
| Vanguard Total Bond Market II Index Fund (VTBIX) | $1,001 - $15,000 | None (or less than $201) | 422.1 | ||
| Vanguard Total International Bond Index Fund (VTABX) | $1,001 - $15,000 | None (or less than $201) | 422.2 | ||
| Vanguard Short-Term Inflation-Protected Securities Index Fund (VTAPX) | $1,001 - $15,000 | None (or less than $201) | 422.3 | ||
| Vanguard Federal Money Market Fund (VMFXX) | $1,001 - $15,000 | None (or less than $201) | 422.4 | ||
| NY (NYSAVES) College Savings Program Direct Plan #2 | 423 | ||||
| Vanguard Institutional Total Stock Market Index Fund (VITNX) | $1,001 - $15,000 | None (or less than $201) | 423.1 | ||
| Vanguard Total International Stock Index Fund (VTIAX) | $1,001 - $15,000 | None (or less than $201) | 423.2 | ||
| Vanguard Total Bond Market II Index Fund (VTBIX) | $1,001 - $15,000 | None (or less than $201) | 423.3 | ||
| Vanguard Total International Bond Index Fund (VTABX) | $1,001 - $15,000 | None (or less than $201) | 423.4 |
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. |
|---|---|---|---|---|
| Ashe Capital Partners, LP (Fund investment) | $100K - $250K | Sale, 2025-06-10
 | 1 | |
| Aventail Energy Fund (Fund investment) | $1M - $5M | Sale, 2025-06-10
| 2 | |
| Upper90 Fund II LP (Fund investment) | $1M - $5M | Sale, 2025-06-10
| 3 | |
| Upper90 Fund III LP (Fund investment) | $250K - $500K | Sale, 2025-06-10
| 4 | |
| Upper90 Fund III Parallel Master LP (Fund investment) | $1M - $5M | Sale, 2025-06-10
| 5 | |
| Halogen Ventures Fund 2 (Fund investment) | $250K - $500K | Sale, 2025-06-10
| 6 | |
| Share of physical silver held by U.S. bank #1 | $1M - $5M | Sale, 2025-06-05
| 7 | |
| Alerian MLP ETF (AMLP) | $500K - $1M | Sale, 2025-06-04
| 8 | |
| 3M Co (MMM) | $1,001 - $15,000 | Sale, 2025-06-04
| 9 | |
| ABBOTT LABORATORIES (ABT) | $50,001 - $100K | Sale, 2025-06-04
| 10 | |
| Abbvie Inc. (ABBV) | $50,001 - $100K | Sale, 2025-06-04
| 11 | |
| Accenture PLC-CL A (ACN) | $50,001 - $100K | Sale, 2025-06-04
| 12 | |
| Adobe Inc. ((ADBE) | $15,001 - $50,000 | Sale, 2025-06-04
| 13 | |
| ADVANCED MICRO DEVICES (AMD) | $1,001 - $15,000 | Sale, 2025-06-04
| 14 | |
| Agilent Technologies Inc. (A) | $1,001 - $15,000 | Sale, 2025-06-04
| 15 | |
| Air Products & Chemicals Inc. (APD) | $15,001 - $50,000 | Sale, 2025-06-04
| 16 | |
| Airbnb Inc.-Class A (ABNB) | $1,001 - $15,000 | Sale, 2025-06-04
| 17 | |
| Align Technology Inc. (ALGN) | $1,001 - $15,000 | Sale, 2025-06-04
| 18 | |
| Alliant Energy Corp. (LNT) | $15,001 - $50,000 | Sale, 2025-06-04
| 19 | |
| AllState Corp. (ALL) | $15,001 - $50,000 | Sale, 2025-06-04
| 20 | |
| Altria Group Inc. (MO) | $15,001 - $50,000 | Sale, 2025-06-04
| 21 | |
| Amazon.com Inc. (AMZN) | $250K - $500K | Sale, 2025-06-04
| 22 | |
| Amentum Holdings Inc. (AMTM) | $1,001 - $15,000 | Sale, 2025-06-04
| 23 | |
| American Express Co. (AXP) | $1,001 - $15,000 | Sale, 2025-06-04
| 25 | |
| AMERICAN INTERNATIONAL GROUP (AIG) | $1,001 - $15,000 | Sale, 2025-06-04
| 26 | |
| American Tower Corp. (AMT) | $15,001 - $50,000 | Sale, 2025-06-04
| 27 | |
| American Water Works Co. Inc. (AWK) | $1,001 - $15,000 | Sale, 2025-06-04
| 28 | |
| Ametek Inc. (AME) | $15,001 - $50,000 | Sale, 2025-06-04
| 29 | |
| Amgen Inc. (AMGN) | $15,001 - $50,000 | Sale, 2025-06-04
| 30 | |
| Amphenol Corp-CL A (APH) | $15,001 - $50,000 | Sale, 2025-06-04
| 31 | |
| Analog Devices Inc. (ADI) | $15,001 - $50,000 | Sale, 2025-06-04
| 32 | |
| Ansys Inc. (ANSS) | $1,001 - $15,000 | Sale, 2025-06-04
| 33 | |
| Aon PLC-CLASS A (AON) | $15,001 - $50,000 | Sale, 2025-06-04
| 34 | |
| APA Corp (APA) | $15,001 - $50,000 | Sale, 2025-06-04
| 35 | |
| Apple Inc (aapl) | $500K - $1M | Sale, 2025-06-04
| 36 | |
| Arista Networks Inc. (ANET) | $15,001 - $50,000 | Sale, 2025-06-04
| 37 | |
| Arthur J Gallagher & Co. (AJG) | $15,001 - $50,000 | Sale, 2025-06-04
| 38 | |
| AT&T (T) | $1,001 - $15,000 | Sale, 2025-06-04
| 39 | |
| Autodesk Inc. (ADSK) | $15,001 - $50,000 | Sale, 2025-06-04
| 40 | |
| AUTOMATIC DATA PROCESSING (ADP) | $15,001 - $50,000 | Sale, 2025-06-04
| 41 | |
| Autozone Inc. (AZO) | $1,001 - $15,000 | Sale, 2025-06-04
| 42 | |
| Avalonbay Communities Inc. (AVB) | $1,001 - $15,000 | Sale, 2025-06-04
| 43 | |
| Axon Enterprise Inc. (AXON) | $15,001 - $50,000 | Sale, 2025-06-04
| 44 | |
| Baker Hughes Co. (BKR) | $1,001 - $15,000 | Sale, 2025-06-04
| 45 | |
| Bank of America Corp. (BAC) | $15,001 - $50,000 | Sale, 2025-06-04
| 46 | |
| Bank of New York Mellon Corp. (BK) | $1,001 - $15,000 | Sale, 2025-06-04
| 47 | |
| Berkshire Hathaway Inc.-CL B (BRK/B) | $100K - $250K | Sale, 2025-06-04
| 48 | |
| Best Buy Co. Inc. (BBY) | $1,001 - $15,000 | Sale, 2025-06-04
| 49 | |
| Blackrock Inc. (BLK) | $50,001 - $100K | Sale, 2025-06-04
| 50 | |
| Blackstone Inc. (BX) | $1,001 - $15,000 | Sale, 2025-06-04
| 51 | |
| Boeing Co/THE (BA) | $15,001 - $50,000 | Sale, 2025-06-04
| 52 | |
| Booking Holdings Inc. (BKNG) | $15,001 - $50,000 | Sale, 2025-06-04
| 53 | |
| Boston Scientific Corp (BSX) | $15,001 - $50,000 | Sale, 2025-06-04
| 54 | |
| Broadridge Financial Solution (BR) | $15,001 - $50,000 | Sale, 2025-06-04
| 55 | |
| BXP Inc. (BXP) | $1,001 - $15,000 | Sale, 2025-06-04
| 56 | |
| C.H. Robinson Worldwide Inc. (CHRW) | $1,001 - $15,000 | Sale, 2025-06-04
| 57 | |
| Cadence Design Sys Inc. (CDNS) | $1,001 - $15,000 | Sale, 2025-06-04
| 58 | |
| Caesars Entertainment Inc. (CZR) | $1,001 - $15,000 | Sale, 2025-06-04
| 59 | |
| CAPITAL ONE FINANCIAL CORP (COF) | $15,001 - $50,000 | Sale, 2025-06-04
| 60 | |
| Carnival Corp (CCL) | $1,001 - $15,000 | Sale, 2025-06-04
| 61 | |
| Carrier Global Corp (CARR) | $1,001 - $15,000 | Sale, 2025-06-04
| 62 | |
| Caterpillar Inc. (CAT) | $15,001 - $50,000 | Sale, 2025-06-04
| 63 | |
| CBRE Group Inc. (CBRE) | $1,001 - $15,000 | Sale, 2025-06-04
| 64 | |
| CDW Corp/DE (CDW) | $1,001 - $15,000 | Sale, 2025-06-04
| 65 | |
| Centene Corp. (CNC) | $1,001 - $15,000 | Sale, 2025-06-04
| 66 | |
| Centerpoint Energy Inc. (CNP) | $1,001 - $15,000 | Sale, 2025-06-04
| 67 | |
| Chevron Corp (CVX) | $50,001 - $100K | Sale, 2025-06-04
| 68 | |
| Chipotle Mexican Grill Inc. (CMG) | $15,001 - $50,000 | Sale, 2025-06-04
| 69 | |
| CHUBB LTD (CB) | $15,001 - $50,000 | Sale, 2025-06-04
| 70 | |
| Cintas Corp (CTAS) | $1,001 - $15,000 | Sale, 2025-06-04
| 71 | |
| Cisco Systems Inc. (CSCO) | $50,001 - $100K | Sale, 2025-06-04
| 72 | |
| CITIGROUP INC (C) | $15,001 - $50,000 | Sale, 2025-06-04
| 73 | |
| Citizens Financial Group (CFG) | $1,001 - $15,000 | Sale, 2025-06-04
| 74 | |
| Clorox Company (CLX) | $1,001 - $15,000 | Sale, 2025-06-04
| 75 | |
| CME Group Inc. (CME) | $1,001 - $15,000 | Sale, 2025-06-04
| 76 | |
| Cognizant Tech Solutions-A (CTSH) | $1,001 - $15,000 | Sale, 2025-06-04
| 77 | |
| Colgate-Palmolive Co. (CL) | $1,001 - $15,000 | Sale, 2025-06-04
| 78 | |
| COMCAST CORP-CLASS A (CMCSA) | $15,001 - $50,000 | Sale, 2025-06-04
| 79 | |
| Conagra Brands Inc. (CAG) | $1,001 - $15,000 | Sale, 2025-06-04
| 80 | |
| ConocoPhillips (COP) | $15,001 - $50,000 | Sale, 2025-06-04
| 81 | |
| Consolidated Edison Company of New (ED) | $15,001 - $50,000 | Sale, 2025-06-04
| 82 | |
| Constellation Energy (CEG) | $1,001 - $15,000 | Sale, 2025-06-04
| 83 | |
| Cooper Cos Inc./The (COO) | $1,001 - $15,000 | Sale, 2025-06-04
| 84 | |
| Corning Inc. (GLW) | $1,001 - $15,000 | Sale, 2025-06-04
| 85 | |
| Corpay Inc. (CPAY) | $15,001 - $50,000 | Sale, 2025-06-04
| 86 | |
| Corteva Inc. (CTVA) | $1,001 - $15,000 | Sale, 2025-06-04
| 87 | |
| Costco Wholesale Corp (COST) | $50,001 - $100K | Sale, 2025-06-04
| 88 | |
| Coterra Energy Inc. (CTRA) | $1,001 - $15,000 | Sale, 2025-06-04
| 89 | |
| Crowdstrike Holdings Inc. – A (CRWD) | $15,001 - $50,000 | Sale, 2025-06-04
| 90 | |
| CSX Corp (CSX) | $1,001 - $15,000 | Sale, 2025-06-04
| 91 | |
| Cummins Inc. (CMI) | $15,001 - $50,000 | Sale, 2025-06-04
| 92 | |
| Danaher Corp (DHR) | $15,001 - $50,000 | Sale, 2025-06-04
| 93 | |
| Davita Inc (DVA) | $1,001 - $15,000 | Sale, 2025-06-04
| 94 | |
| Dayforce Inc. (DAY) | $1,001 - $15,000 | Sale, 2025-06-04
| 95 | |
| Deere & Co (DE) | $50,001 - $100K | Sale, 2025-06-04
| 96 | |
| Dexcom Inc. (DXCM) | $1,001 - $15,000 | Sale, 2025-06-04
| 97 | |
| Digital Realty Trust Inc. (DLR) | $1,001 - $15,000 | Sale, 2025-06-04
| 98 | |
| Dollar Tree Inc (DLTR) | $1,001 - $15,000 | Sale, 2025-06-04
| 99 | |
| Dominion Energy Inc. (D) | $1,001 - $15,000 | Sale, 2025-06-04
| 100 | |
| Dow Inc. (DOW) | $1,001 - $15,000 | Sale, 2025-06-04
| 101 | |
| Duke Energy Corp (DUK) | $15,001 - $50,000 | Sale, 2025-06-04
| 102 | |
| Dupont De Nemours Inc. (DD) | $1,001 - $15,000 | Sale, 2025-06-04
| 103 | |
| Ebay Inc. ( EBAY) | $15,001 - $50,000 | Sale, 2025-06-04
| 104 | |
| Ecolab Inc. (ECL) | $15,001 - $50,000 | Sale, 2025-06-04
| 105 | |
| Edwards Lifesciences Corp (EW) | $15,001 - $50,000 | Sale, 2025-06-04
| 106 | |
| Electronic Arts Inc. (EA) | $15,001 - $50,000 | Sale, 2025-06-04
| 107 | |
| Elevance Health Inc. (ELV) | $15,001 - $50,000 | Sale, 2025-06-04
| 108 | |
| Eli Lilly & Co (lly) | $100K - $250K | Sale, 2025-06-04
| 109 | |
| Emerson Electronic Co (EMR) | $15,001 - $50,000 | Sale, 2025-06-04
| 110 | |
| Entergy Corp (ETR) | $1,001 - $15,000 | Sale, 2025-06-04
| 111 | |
| EQT Corp (EQT) | $1,001 - $15,000 | Sale, 2025-06-04
| 112 | |
| Equifax Inc. (EFX) | $1,001 - $15,000 | Sale, 2025-06-04
| 113 | |
| Equinix Inc. (EQIX) | $1,001 - $15,000 | Sale, 2025-06-04
| 114 | |
| Essex Property Trust Inc. (ESS) | $1,001 - $15,000 | Sale, 2025-06-04
| 115 | |
| Evergy Inc. (EVRG) | $1,001 - $15,000 | Sale, 2025-06-04
| 116 | |
| Exelon Corp (EXC) | $1,001 - $15,000 | Sale, 2025-06-04
| 117 | |
| Expeditors Intl Wash Inc. (EXPD) | $15,001 - $50,000 | Sale, 2025-06-04
| 118 | |
| Extra Space Storage Inc. (EXR) | $1,001 - $15,000 | Sale, 2025-06-04
| 119 | |
| Exxon Mobil Corp (XOM) | $100K - $250K | Sale, 2025-06-04
| 120 | |
| Fair Isaac Corp (FICO) | $1,001 - $15,000 | Sale, 2025-06-04
| 121 | |
| Fastenal Co (FAST) | $15,001 - $50,000 | Sale, 2025-06-04
| 122 | |
| Federal Realty Invs Trust (FRT) | $1,001 - $15,000 | Sale, 2025-06-04
| 123 | |
| FedEx Corp (FDX) | $1,001 - $15,000 | Sale, 2025-06-04
| 124 | |
| Fiserv Inc. (FI) | $15,001 - $50,000 | Sale, 2025-06-04
| 125 | |
| Ford Motor Co (F) | $15,001 - $50,000 | Sale, 2025-06-04
| 126 | |
| Garmin LTD (GRMN) | $15,001 - $50,000 | Sale, 2025-06-04
| 127 | |
| GE Aerospace (GE) | $15,001 - $50,000 | Sale, 2025-06-04
| 128 | |
| GE HEALTHCARE TECHNOLOGY (GEHC) | $1,001 - $15,000 | Sale, 2025-06-04
| 129 | |
| GE Vernova Inc. (GEV) | $15,001 - $50,000 | Sale, 2025-06-04
| 130 | |
| Generac Holdings Inc. (GNRC) | $1,001 - $15,000 | Sale, 2025-06-04
| 131 | |
| General Mills Inc. (GIS) | $1,001 - $15,000 | Sale, 2025-06-04
| 132 | |
| General Motors Co. (GM) | $1,001 - $15,000 | Sale, 2025-06-04
| 133 | |
| Gilead Sciences Inc. (GILD) | $15,001 - $50,000 | Sale, 2025-06-04
| 134 | |
| Globe Life Inc. (GL) | $1,001 - $15,000 | Sale, 2025-06-04
| 135 | |
| Goldman Sachs Group Inc. (GS) | $50,001 - $100K | Sale, 2025-06-04
| 136 | |
| Harley-Davidson Inc. (HOG) | $1,001 - $15,000 | Sale, 2025-06-04
| 137 | |
| Hartford Insurance Group Inc/T (HIG) | $1,001 - $15,000 | Sale, 2025-06-04
| 138 | |
| Hasbro Inc. (HAS) | $1,001 - $15,000 | Sale, 2025-06-04
| 139 | |
| HCA Healthcare Inc. (HCA) | $1,001 - $15,000 | Sale, 2025-06-04
| 140 | |
| Hewlett Packard Enterprise (HPE) | $1,001 - $15,000 | Sale, 2025-06-04
| 141 | |
| Hilton Worldwide Holdings In (HLT) | $15,001 - $50,000 | Sale, 2025-06-04
| 142 | |
| Home Dept Inc. (HD) | $100K - $250K | Sale, 2025-06-04
| 143 | |
| Honeywell International Inc. (HON) | $15,001 - $50,000 | Sale, 2025-06-04
| 144 | |
| Host Hotels & Resorts Inc. (HST) | $1,001 - $15,000 | Sale, 2025-06-04
| 145 | |
| Howmet Aerospace Inc. (HWM) | $15,001 - $50,000 | Sale, 2025-06-04
| 146 | |
| HP Inc. (HPQ) | $1,001 - $15,000 | Sale, 2025-06-04
| 147 | |
| Huntington Bancshares Inc. (HBAN) | $15,001 - $50,000 | Sale, 2025-06-04
| 148 | |
| Huntington Ingalls Industrie (HII) | $1,001 - $15,000 | Sale, 2025-06-04
| 149 | |
| Idexx Laboratories Inc. (IDXX) | $15,001 - $50,000 | Sale, 2025-06-04
| 150 | |
| ILLINOIS TOOL WORKS (ITW) | $15,001 - $50,000 | Sale, 2025-06-04
| 151 | |
| Ingersoll Rand Inc. (IR) | $1,001 - $15,000 | Sale, 2025-06-04
| 152 | |
| Insulet Corp (PODD) | $1,001 - $15,000 | Sale, 2025-06-04
| 153 | |
| Intercontinental Exchange IN (ICE) | $15,001 - $50,000 | Sale, 2025-06-04
| 154 | |
| INTERNATIONAL BUSINESS MACHINES (IBM) | $1,001 - $15,000 | Sale, 2025-06-04
| 155 | |
| Intuit Inc. (INTU) | $15,001 - $50,000 | Sale, 2025-06-04
| 156 | |
| Intuitive Surgical Inc. (ISRG) | $50,001 - $100K | Sale, 2025-06-04
| 157 | |
| Invesco LTD (IVZ) | $1,001 - $15,000 | Sale, 2025-06-04
| 158 | |
| IQVIA Holdings Inc. (IQV) | $1,001 - $15,000 | Sale, 2025-06-04
| 159 | |
| Jacobs Solutions Inc. (J) | $1,001 - $15,000 | Sale, 2025-06-04
| 160 | |
| JOHNSON & Johnson (JNJ) | $50,001 - $100K | Sale, 2025-06-04
| 161 | |
| Johnson Controls International (JCI) | $15,001 - $50,000 | Sale, 2025-06-04
| 162 | |
| JPMorgan Chase & Co. (JPM) | $100K - $250K | Sale, 2025-06-04
| 163 | |
| Juniper Networks Inc. (JNPR) | $1,001 - $15,000 | Sale, 2025-06-04
| 164 | |
| Keycorp (KEY) | $15,001 - $50,000 | Sale, 2025-06-04
| 165 | |
| Keysight Technologies In (KEYS) | $1,001 - $15,000 | Sale, 2025-06-04
| 166 | |
| Kimberly-Clark Corp (KMB) | $1,001 - $15,000 | Sale, 2025-06-04
| 167 | |
| Kinder Morgan Inc. (KMI) | $15,001 - $50,000 | Sale, 2025-06-04
| 168 | |
| KKR & Co Inc. (KKR) | $15,001 - $50,000 | Sale, 2025-06-04
| 169 | |
| Kraft Heinz Co/The (KHC) | $1,001 - $15,000 | Sale, 2025-06-04
| 170 | |
| KROGER CO (KR) | $1,001 - $15,000 | Sale, 2025-06-04
| 171 | |
| Labcorp Holdings Inc. (LH) | $1,001 - $15,000 | Sale, 2025-06-04
| 172 | |
| Lam Research Corp (LRCX) | $50,001 - $100K | Sale, 2025-06-04
| 173 | |
| Linde PLC (LIN) | $50,001 - $100K | Sale, 2025-06-04
| 174 | |
| Lockheed Martin Corp (LMT) | $15,001 - $50,000 | Sale, 2025-06-04
| 175 | |
| Lowe’s Cos Inc (LOW) | $15,001 - $50,000 | Sale, 2025-06-04
| 176 | |
| Lyondellbasell Indu-CL A (LYB) | $1,001 - $15,000 | Sale, 2025-06-04
| 177 | |
| M&T Bank Corp (MTB) | $15,001 - $50,000 | Sale, 2025-06-04
| 178 | |
| Marsh & McLennan COS (MMC) | $15,001 - $50,000 | Sale, 2025-06-04
| 179 | |
| Masco Corp (MAS) | $1,001 - $15,000 | Sale, 2025-06-04
| 180 | |
| Masterbrand Inc (MBC) | $1,001 - $15,000 | Sale, 2025-06-04
| 181 | |
| Mastercard Inc – A (MA) | $100K - $250K | Sale, 2025-06-04
| 182 | |
| McDonald’s Corp (MCD) | $50,001 - $100K | Sale, 2025-06-04
| 183 | |
| McKesson Corp (MCK) | $15,001 - $50,000 | Sale, 2025-06-04
| 184 | |
| Medtronic PLC (mdt) | $1,001 - $15,000 | Sale, 2025-06-04
| 185 | |
| MERCK & CO. INC. (MRK) | $50,001 - $100K | Sale, 2025-06-04
| 186 | |
| Meta Platforms Inc-Class A (META) | $250K - $500K | Sale, 2025-06-04
| 187 | |
| Mettler-Toledo International (MTD) | $1,001 - $15,000 | Sale, 2025-06-04
| 188 | |
| MGM RESORTS INTERNATIONAL (MGM) | $1,001 - $15,000 | Sale, 2025-06-04
| 189 | |
| Microchip Technology Inc. (MCHP) | $15,001 - $50,000 | Sale, 2025-06-04
| 190 | |
| Micron Technology Inc. (MU) | $15,001 - $50,000 | Sale, 2025-06-04
| 191 | |
| Mondelez International Inc.-A (MDLZ) | $15,001 - $50,000 | Sale, 2025-06-04
| 192 | |
| Monster Beverage Corp (MNST) | $15,001 - $50,000 | Sale, 2025-06-04
| 193 | |
| Moody’s Corp (MCO) | $15,001 - $50,000 | Sale, 2025-06-04
| 194 | |
| Morgan Stanley (ms) | $15,001 - $50,000 | Sale, 2025-06-04
| 195 | |
| Motorola Solutions Inc. (MSI) | $15,001 - $50,000 | Sale, 2025-06-04
| 196 | |
| MSCI Inc. (MSCI) | $15,001 - $50,000 | Sale, 2025-06-04
| 197 | |
| NASDAQ Inc. (NDAQ) | $15,001 - $50,000 | Sale, 2025-06-04
| 198 | |
| Netapp Inc. (NTAP) | $1,001 - $15,000 | Sale, 2025-06-04
| 199 | |
| Netflix Inc. (NFLX) | $50,001 - $100K | Sale, 2025-06-04
| 200 | |
| Newmont Corp (NEM) | $15,001 - $50,000 | Sale, 2025-06-04
| 201 | |
| News Corp – Class A (NWSA) | $1,001 - $15,000 | Sale, 2025-06-04
| 202 | |
| News Corp – Calls B (NWS) | $15,001 - $50,000 | Sale, 2025-06-04
| 203 | |
| Nextera Energy Inc. (NEE) | $15,001 - $50,000 | Sale, 2025-06-04
| 204 | |
| NORFOLK SOUTHERN CORP (NSC) | $1,001 - $15,000 | Sale, 2025-06-04
| 205 | |
| Northrop Grumman Corp (NOC) | $15,001 - $50,000 | Sale, 2025-06-04
| 206 | |
| Norwegian Cruise Line Holding (NCLH) | $1,001 - $15,000 | Sale, 2025-06-04
| 207 | |
| NRG Energy Inc. (NRG) | $15,001 - $50,000 | Sale, 2025-06-04
| 208 | |
| Nvidia Corp (NVDA) | $500K - $1M | Sale, 2025-06-04
| 209 | |
| O’Reilly Automotive Inc. (ORLY) | $15,001 - $50,000 | Sale, 2025-06-03
| 210 | |
| Omnicom Group (OMC) | $1,001 - $15,000 | Sale, 2025-06-04
| 211 | |
| Oneok Inc. (OKE) | $1,001 - $15,000 | Sale, 2025-06-04
| 212 | |
| Paccar Inc. (PCAR) | $1,001 - $15,000 | Sale, 2025-06-04
| 213 | |
| Palantir Technologies Inc.-A (PLTR) | $50,001 - $100K | Sale, 2025-06-04
| 214 | |
| Palo Alto Networks Inc. (PANW) | $15,001 - $50,000 | Sale, 2025-06-04
| 215 | |
| Paypal Holdings Inc. (PYPL) | $1,001 - $15,000 | Sale, 2025-06-04
| 216 | |
| Pepsico Inc. (PEP) | $50,001 - $100K | Sale, 2025-06-04
| 217 | |
| PHILIP MORRIS INTERNATIONAL (PM) | $15,001 - $50,000 | Sale, 2025-06-04
| 218 | |
| PPL Corp (PPL) | $1,001 - $15,000 | Sale, 2025-06-04
| 219 | |
| Principal Financial Group (PFG) | $15,001 - $50,000 | Sale, 2025-06-04
| 220 | |
| Proctor & Gamble Co./The (PG) | $100K - $250K | Sale, 2025-06-04
| 221 | |
| PROGRESSIVE CORP (PGR) | $15,001 - $50,000 | Sale, 2025-06-04
| 222 | |
| Prologis Inc. (PLD) | $15,001 - $50,000 | Sale, 2025-06-04
| 223 | |
| Public Service Enterprise GP (PEG) | $1,001 - $15,000 | Sale, 2025-06-04
| 224 | |
| Qualcomm Inc. (QCOM) | $15,001 - $50,000 | Sale, 2025-06-04
| 225 | |
| Quanta Services Inc. (PWR) | $1,001 - $15,000 | Sale, 2025-06-04
| 226 | |
| Quest Diagnostic Inc. (DGX) | $1,001 - $15,000 | Sale, 2025-06-04
| 227 | |
| REALTY INCOME CORP (O) | $1,001 - $15,000 | Sale, 2025-06-04
| 228 | |
| Regency Centers Corp (REG) | $1,001 - $15,000 | Sale, 2025-06-04
| 229 | |
| Regeneron Pharmaceuticals (REGN) | $1,001 - $15,000 | Sale, 2025-06-04
| 230 | |
| Regions Financial Corp (RF) | $1,001 - $15,000 | Sale, 2025-06-04
| 231 | |
| Rockwell Automation Inc. (ROK) | $1,001 - $15,000 | Sale, 2025-06-04
| 232 | |
| Roper Technologies Inc. (ROP) | $15,001 - $50,000 | Sale, 2025-06-04
| 233 | |
| Ross Stores Inc. (ROST) | $1,001 - $15,000 | Sale, 2025-06-04
| 234 | |
| RTX Corp. (RTX) | $15,001 - $50,000 | Sale, 2025-06-04
| 235 | |
| S&P Global Inc. (spgi) | $50,001 - $100K | Sale, 2025-06-04
| 236 | |
| Salseforce Inc. (CRM) | $50,001 - $100K | Sale, 2025-06-04
| 237 | |
| Sandisk Corp (SNDK) | $1,001 - $15,000 | Sale, 2025-06-04
| 238 | |
| SBA Communications Corp (SBAC) | $1,001 - $15,000 | Sale, 2025-06-04
| 239 | |
| Schlumberger Ltd (SLB) | $15,001 - $50,000 | Sale, 2025-06-04
| 240 | |
| Schwab (Charles) Corp (SCHW) | $15,001 - $50,000 | Sale, 2025-06-04
| 241 | |
| Seagate Technology Holdings (STX) | $1,001 - $15,000 | Sale, 2025-06-04
| 242 | |
| SEMPRA (SRE) | $1,001 - $15,000 | Sale, 2025-06-04
| 243 | |
| Servicenow Inc. (NOW) | $15,001 - $50,000 | Sale, 2025-06-04
| 244 | |
| Sherwin-Williams Co./The (SHW) | $15,001 - $50,000 | Sale, 2025-06-04
| 245 | |
| Simon Property Group Inc. (SPG) | $15,001 - $50,000 | Sale, 2025-06-04
| 246 | |
| Southwest Airlines Co. (LUV) | $1,001 - $15,000 | Sale, 2025-06-04
| 247 | |
| Starbucks Corp. (SBUX) | $15,001 - $50,000 | Sale, 2025-06-04
| 248 | |
| State Street Corp (STT) | $1,001 - $15,000 | Sale, 2025-06-04
| 249 | |
| Stryker Corp (SYK) | $15,001 - $50,000 | Sale, 2025-06-04
| 250 | |
| Super Micro Computer Inc. (SMCI) | $1,001 - $15,000 | Sale, 2025-06-04
| 251 | |
| Synopsys Inc. (SNPS) | $15,001 - $50,000 | Sale, 2025-06-04
| 252 | |
| Sysco Corp (SYY) | $1,001 - $15,000 | Sale, 2025-06-04
| 253 | |
| T. Rowe Price Group Inc. (TROW) | $1,001 - $15,000 | Sale, 2025-06-04
| 254 | |
| T-Mobile US Inc. (TMUS) | $15,001 - $50,000 | Sale, 2025-06-04
| 255 | |
| Targa Resources Corp (TRGP) | $15,001 - $50,000 | Sale, 2025-06-04
| 256 | |
| Target Corp (TGT) | $15,001 - $50,000 | Sale, 2025-06-04
| 257 | |
| TE Connectivity PLC (TEL) | $1,001 - $15,000 | Sale, 2025-06-04
| 258 | |
| Teradyne Inc. (TER) | $1,001 - $15,000 | Sale, 2025-06-04
| 259 | |
| TESLA INC. (TSLA) | $250K - $500K | Sale, 2025-06-04
| 260 | |
| Texas Instruments (TXN) | $15,001 - $50,000 | Sale, 2025-06-04
| 261 | |
| Textron Inc. (TXT) | $1,001 - $15,000 | Sale, 2025-06-04
| 262 | |
| The Cigna Group (CI) | $15,001 - $50,000 | Sale, 2025-06-04
| 263 | |
| THE COCA-COLA COMPANY (KO) | $50,001 - $100K | Sale, 2025-06-04
| 264 | |
| THE SOUTHERN COMPANY (SO) | $15,001 - $50,000 | Sale, 2025-06-04
| 265 | |
| Thermo Fisher Scientific (TMO) | $50,001 - $100K | Sale, 2025-06-04
| 266 | |
| TJX Companies Inc. (TJX) | $15,001 - $50,000 | Sale, 2025-06-04
| 267 | |
| Trane Technologies PLC (TT) | $15,001 - $50,000 | Sale, 2025-06-04
| 268 | |
| Transdigm Group Inc. (TDG) | $1,001 - $15,000 | Sale, 2025-06-04
| 269 | |
| Travelers Cos Inc./The (TRV) | $15,001 - $50,000 | Sale, 2025-06-04
| 270 | |
| TRUIST FINANCIAL CORP (TFC) | $15,001 - $50,000 | Sale, 2025-06-04
| 271 | |
| UBER Technologies Inc. (UBER) | $15,001 - $50,000 | Sale, 2025-06-04
| 272 | |
| Union Pacific Corp (UNP) | $50,001 - $100K | Sale, 2025-06-04
| 273 | |
| United Parcel Service-CL B (UPS) | $1,001 - $15,000 | Sale, 2025-06-04
| 274 | |
| United Rentals Inc. (URI) | $1,001 - $15,000 | Sale, 2025-06-04
| 275 | |
| UnitedHealth Group Inc. (UNH) | $50,001 - $100K | Sale, 2025-06-04
| 276 | |
| VALERO ENERGY CORP (VLO) | $1,001 - $15,000 | Sale, 2025-06-04
| 277 | |
| Ventas Inc. (VTR) | $1,001 - $15,000 | Sale, 2025-06-04
| 278 | |
| Veralto Corp (VLTO) | $1,001 - $15,000 | Sale, 2025-06-04
| 279 | |
| Verisign Inc. (VRSN) | $15,001 - $50,000 | Sale, 2025-06-04
| 280 | |
| Verisk Analytics Inc. (VRSK) | $15,001 - $50,000 | Sale, 2025-06-04
| 281 | |
| Verizon Communications Inc. (VZ) | $50,001 - $100K | Sale, 2025-06-04
| 282 | |
| Vertex Pharmaceuticals Inc. (VRTX) | $15,001 - $50,000 | Sale, 2025-06-04
| 283 | |
| Viatris Inc. (VTRS) | $1,001 - $15,000 | Sale, 2025-06-04
| 284 | |
| VISA Inc.-Class A Shares (V) | $100K - $250K | Sale, 2025-06-04
| 285 | |
| Vistra Corp (VST) | $1,001 - $15,000 | Sale, 2025-06-04
| 286 | |
| Vulcan Materials Co (VMC) | $15,001 - $50,000 | Sale, 2025-06-04
| 287 | |
| W R Berkley Corporation (WRB) | $1,001 - $15,000 | Sale, 2025-06-04
| 288 | |
| Walmart Inc. (wmt) | $100K - $250K | Sale, 2025-06-04
| 289 | |
| Walt Disney Co. /The (DIS) | $1,001 - $15,000 | Sale, 2025-06-04
| 290 | |
| Waste Management Inc. (WM) | $15,001 - $50,000 | Sale, 2025-06-04
| 291 | |
| WEC Energy Group Inc. (WEC) | $15,001 - $50,000 | Sale, 2025-06-04
| 292 | |
| Wells Fargo & Co. (WFC) | $15,001 - $50,000 | Sale, 2025-06-04
| 293 | |
| Welltower Inc. (WELL) | $15,001 - $50,000 | Sale, 2025-06-04
| 294 | |
| Western Digital Corp (WDC) | $1,001 - $15,000 | Sale, 2025-06-04
| 295 | |
| WEYERHAEUSER CO (WY) | $1,001 - $15,000 | Sale, 2025-06-04
| 296 | |
| WILLIS TOWERS WATSON PLC (WTW) | $1,001 - $15,000 | Sale, 2025-06-04
| 297 | |
| WK Kellogg Co (KLG) | $1,001 - $15,000 | Sale, 2025-06-04
| 298 | |
| WW Grainer Inc. (GWW) | $1,001 - $15,000 | Sale, 2025-06-04
| 299 | |
| Xcel Energy Inc. (XEL) | $15,001 - $50,000 | Sale, 2025-06-04
| 300 | |
| Zions Bancorp NA (ZION) | $1,001 - $15,000 | Sale, 2025-06-04
| 301 | |
| Zoetis Inc. (ZTS) | $15,001 - $50,000 | Sale, 2025-06-04
| 302 | |
| RTS Contra Abiomend, Inc. (ABMD) | $1,001 - $15,000 | Sale, 2025-06-04
| 303 |
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. |
|---|---|---|---|
| JP Morgan Chase Bank | type: Term Loan, amount: $1,000,001 - $5,000,000, year-incurred: 2023, rate: 2.45%, term: 1 Year | 1 | |
| JP Morgan Chase Bank | type: Mortgage on Personal Residence, amount: $5,000,001 - $25,000,000, year-incurred: 2022, rate: 2.63%, term: 27 Years | 2 | |
| JP Morgan Chase Bank | type: Mortgage on Personal Residence, amount: $5,000,001 - $25,000,000, year-incurred: 2022, rate: 2.50%, term: 7 Years | 3 | |
| AMERICAN EXPRESS | type: Credit Card, amount: $100,001 - $250,000, year-incurred: 2025, rate: 20.24%, term: On Demand | 4 |
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.
Join us on Wednesday, April 8 for a walkthrough of ProPublica's new database of financial disclosures from Trump appointees and any potential conflicts they reveal. Register here.
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Read ProPublica reporting on the disclosure documents.
