Official filing · 20030387
Jefferson Shreve congressional stock disclosure
Jefferson Shreve filed a public congressional financial disclosure on June 22, 2025. CopyGov shows 294 extracted transactions, including 26 purchases involving $MMM, $ABT, $ADBE, $AMD, $A, with a link to the original House record.
FiledJune 22, 2025
Transactions extracted294
Purchases / sales26 / 268
Extraction statuspartial
Reported transactions
| Asset | Ticker | Type | Transaction date | Reported owner | Reported value |
|---|---|---|---|---|---|
| 3M Company Common Stock (MMM)Account Closing | $MMM | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Abbott Laboratories Common Stock (ABT)Account Closing | $ABT | sale | 2025-05-12 | self | $50,001 to $100,000 |
| Adobe Inc. - Common Stock (ADBE)Account Closing | $ADBE | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Adobe Inc. - Common Stock (ADBE)Portfolio Rebalance | $ADBE | purchase | 2025-05-08 | self | $15,001 to $50,000 |
| Advanced Micro Devices, Inc. (AMD)Account Closing | $AMD | sale | 2025-05-12 | self | $50,001 to $100,000 |
| Advanced Micro Devices, Inc. - Common Stock (AMD)Portfolio Rebalance | $AMD | purchase | 2025-05-08 | self | $15,001 to $50,000 |
| Agilent Technologies, Inc. Common Stock (A)Account Closing | $A | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Akamai Technologies, Inc. - Common Stock (AKAM)Account Closing | $AKAM | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Albemarle Corporation Common Stock (ALB)Account Closing | $ALB | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Alnylam Pharmaceuticals, Inc. - Common Stock (ALNY)Account Closing | $ALNY | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Alphabet Inc. - Class A Common Stock (GOOGL)Account Closing | $GOOGL | sale | 2025-05-12 | self | $100,001 to $250,000 |
| Alphabet Inc. - Class C Capital Stock (GOOG)Account Closing | $GOOG | sale | 2025-05-12 | self | $100,001 to $250,000 |
| Amazon.com, Inc. - Common Stock (AMZN) | $AMZN | sale | 2025-05-12 | self | $250,001 to $500,000 |
| American Eagle Outfitters, Inc. Common Stock (AEO)Portfolio Rebalance | $AEO | purchase | 2025-05-08 | self | $15,001 to $50,000 |
| American Eagle Outfitters, Inc. Common Stock (AEO)Account Closing | $AEO | sale | 2025-05-12 | self | $15,001 to $50,000 |
| American Express Company Common Stock (AXP)Account Closing | $AXP | sale | 2025-05-12 | self | $15,001 to $50,000 |
| American Express Company Common Stock (AXP)Portfolio Rebalance | $AXP | purchase | 2025-05-08 | self | $15,001 to $50,000 |
| American International Group, Inc. New Common Stock (AIG)Account Closing | $AIG | sale | 2025-05-12 | self | $15,001 to $50,000 |
| American Tower Corporation (AMT)Account Closing | $AMT | sale | 2025-05-12 | self | $15,001 to $50,000 |
| American Water Works Company, Inc. Common Stock (AWK)Account Closing | $AWK | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Amgen Inc. - Common Stock (AMGN)Account Closing | $AMGN | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Analog Devices, Inc. - Common Stock (ADI)Account Closing | $ADI | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Aon plc Class A Ordinary Shares (AON)Portfolio Rebalance | $AON | sale | 2025-05-08 | self | $15,001 to $50,000 |
| Apple Inc. - Common Stock (AAPL)Portfolio Rebalance | $AAPL | sale | 2025-05-08 | self | $500,001 to $1,000,000 |
| Apple Inc. - Common Stock (AAPL)Account Closing | $AAPL | sale | 2025-05-12 | self | $100,001 to $250,000 |
| Applied Materials, Inc. - Common Stock (AMAT)Portfolio Rebalance | $AMAT | sale | 2025-05-08 | self | $50,001 to $100,000 |
| Applied Materials, Inc. - Common Stock (AMAT)Account Closing | $AMAT | sale | 2025-05-12 | self | $50,001 to $100,000 |
| Applovin Corporation - Class A Common Stock (APP) | $APP | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Aptiv PLC Ordinary Shares (APTV)Account Closing | $APTV | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Aptiv PLC Ordinary Shares (APTV)Portfolio Rebalance | $APTV | sale | 2025-05-08 | self | $15,001 to $50,000 |
| Arch Capital Group Ltd. - Common Stock (ACGL)Account Closing | $ACGL | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Ares Management Corporation Class A Common Stock (ARES)Account Closing | $ARES | sale | 2025-05-12 | self | $50,001 to $100,000 |
| Arista Networks, Inc. Common Stock (ANET)Account Closing | $ANET | sale | 2025-05-12 | self | $50,001 to $100,000 |
| AT&T Inc. (T)Account Closing | $T | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Autodesk, Inc. - Common Stock (ADSK)Account Closing | $ADSK | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Automatic Data Processing, Inc. - Common Stock (ADP)Account Closing | $ADP | sale | 2025-05-12 | self | $50,001 to $100,000 |
| AutoZone, Inc. Common Stock (AZO)Account Closing | $AZO | sale | 2025-05-12 | self | $50,001 to $100,000 |
| Axon Enterprise, Inc. - Common Stock (AXON)Account Closing | $AXON | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Ball Corporation Common Stock (BALL)Account Closing | $BALL | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Ball Corporation Common Stock (BALL)Portfolio Rebalance | $BALL | sale | 2025-05-08 | self | $15,001 to $50,000 |
| Bank of America Corporation Common Stock (BAC)Portfolio Rebalance | $BAC | purchase | 2025-05-08 | self | $15,001 to $50,000 |
| Bank of America Corporation Common Stock (BAC)Account Closing | $BAC | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Berkshire Hathaway Inc. New Common Stock (BRK.B) | $BRK.B | sale | 2025-05-12 | self | $100,001 to $250,000 |
| BlackRock, Inc. Common Stock (BLK)Account Closing | $BLK | sale | 2025-05-12 | self | $50,001 to $100,000 |
| BlackRock, Inc. Common Stock (BLK)Portfolio Rebalance | $BLK | sale | 2025-05-08 | self | $50,001 to $100,000 |
| Block, Inc. Class A Common Stock, (XYZ)Portfolio Rebalance | $XYZ | sale | 2025-05-08 | self | $15,001 to $50,000 |
| Boeing Company (BA)Account Closing | $BA | sale | 2025-05-12 | self | $50,001 to $100,000 |
| Booking Holdings Inc. - Common Stock (BKNG)Account Closing | $BKNG | sale | 2025-05-12 | self | $50,001 to $100,000 |
| Boston Scientific Corporation Common Stock (BSX)Account Closing | $BSX | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Bristol-Myers Squibb Company Common Stock (BMY)Account Closing | $BMY | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Broadcom Inc. - Common Stock (AVGO)Account Closing | $AVGO | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Buckle, Inc. (BKE)Account Closing | $BKE | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Cadence Design Systems, Inc. - Common Stock (CDNS)Account Closing | $CDNS | sale | 2025-05-12 | self | $50,001 to $100,000 |
| Carnival Corporation Common Stock (CCL)Portfolio Rebalance | $CCL | purchase | 2025-05-08 | self | $15,001 to $50,000 |
| Carnival Corporation Common Stock (CCL)Account Closing | $CCL | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Casella Waste Systems, Inc. - Class A Common Stock (CWST)Account Closing | $CWST | sale | 2025-05-12 | self | $50,001 to $100,000 |
| Caterpillar, Inc. Common Stock (CAT)Account Closing | $CAT | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Cboe Global Markets, Inc. (CBOE) | $CBOE | sale | 2025-05-12 | self | $50,001 to $100,000 |
| Cencora, Inc. Common Stock (COR)Account Closing | $COR | sale | 2025-05-12 | self | $50,001 to $100,000 |
| Centene Corporation Common Stock (CNC)Account Closing | $CNC | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Charles River Laboratories International, Inc. Common Stock (CRL)Account Closing | $CRL | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Charles River Laboratories International, Inc. Common Stock (CRL)Portfolio Rebalance | $CRL | purchase | 2025-05-08 | self | $15,001 to $50,000 |
| Charles Schwab Corporation (SCHW)Account Closing | $SCHW | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Charter Communications, Inc. - Class A Common Stock (CHTR)Account Closing | $CHTR | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Cheniere Energy, Inc. Common Stock (LNG)Account Closing | $LNG | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Chevron Corporation Common Stock (CVX)Portfolio Rebalance | $CVX | sale | 2025-05-08 | self | $15,001 to $50,000 |
| Chevron Corporation Common Stock (CVX)Account Closing | $CVX | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Chipotle Mexican Grill, Inc. Common Stock (CMG)Account Closing | $CMG | sale | 2025-05-12 | self | $50,001 to $100,000 |
| Chubb Limited Common Stock (CB)Account Closing | $CB | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Cintas Corporation - Common Stock (CTAS)Account Closing | $CTAS | sale | 2025-05-12 | self | $50,001 to $100,000 |
| Cintas Corporation - Common Stock (CTAS)Portfolio Rebalance | $CTAS | sale | 2025-05-08 | self | $15,001 to $50,000 |
| Cisco Systems, Inc. - Common Stock (CSCO)Account Closing | $CSCO | sale | 2025-05-12 | self | $50,001 to $100,000 |
| Citigroup Inc 5.875 2033-02-22 | Not listed | sale | 2025-05-13 | self | $50,001 to $100,000 |
| Cloudflare, Inc. Class A Common Stock (NET)Account Closing | $NET | sale | 2025-05-12 | self | $15,001 to $50,000 |
| CME Group Inc. - Class A Common Stock (CME)Account Closing | $CME | sale | 2025-05-12 | self | $15,001 to $50,000 |
| CNO Financial Group, Inc. Common Stock (CNO)Account Closing | $CNO | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Coca-Cola Company (KO)Account Closing | $KO | sale | 2025-05-12 | self | $100,001 to $250,000 |
| Coinbase Global, Inc. - Class A Common Stock (COIN)Portfolio Rebalance | $COIN | purchase | 2025-05-08 | self | $15,001 to $50,000 |
| Coinbase Global, Inc. - Class A Common Stock (COIN)Account Closing | $COIN | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Colorado St Brd Governors Univ Enterprise Sys Rev 5.000 2030-03-01Account Closing | Not listed | sale | 2025-05-13 | self | $1,001 to $15,000 |
| Comcast 6.50% maturing 11/15/35Account Closing | Not listed | sale | 2025-05-13 | self | $15,001 to $50,000 |
| Comcast Corporation - Class A Common Stock (CMCSA)Account Closing | $CMCSA | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Connecticut St Spl Tax Oblig Rev 5.00 2032-5-1/ 207758ZUOAccount Closing | Not listed | sale | 2025-05-13 | self | $1,001 to $15,000 |
| ConocoPhillips Common Stock (COP)Account Closing | $COP | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Constellation Energy Corporation - Common Stock (CEG)Portfolio Rebalance | $CEG | purchase | 2025-05-08 | self | $15,001 to $50,000 |
| Constellation Energy Corporation - Common Stock (CEG)Account Closing | $CEG | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Copart, Inc. - Common Stock (CPRT)Account Closing | $CPRT | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Corpus Christi Tex Indpt Sch Dist 4.000 2028-08-15 | Not listed | sale | 2025-05-13 | self | $50,001 to $100,000 |
| CoStar Group, Inc. - Common Stock (CSGP)Account Closing | $CSGP | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Costco Wholesale Corporation - Common Stock (COST)Account Closing | $COST | sale | 2025-05-12 | self | $100,001 to $250,000 |
| Coterra Energy Inc. Common Stock (CTRA)Account Closing | $CTRA | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Coterra Energy Inc. Common Stock (CTRA)Portfolio Rebalance | $CTRA | sale | 2025-05-08 | self | $15,001 to $50,000 |
| CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD)Account Closing | $CRWD | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Crown Castle Inc. Common Stock (CCI)Account Closing | $CCI | sale | 2025-05-12 | self | $15,001 to $50,000 |
| CSX Corporation (CSX)Account Closing | $CSX | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Cuyahoga Cnty Ohio Economic Dev Rev 5.000 2025-12-01Account Closing | Not listed | sale | 2025-05-13 | self | $15,001 to $50,000 |
| CVS Health Corporation Common Stock (CVS)Account Closing | $CVS | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Cypress Fairbanks Tex Indpt Sch Dist 5.0000 2032-02-15Account Closing | Not listed | sale | 2025-05-13 | self | $1,001 to $15,000 |
| Danaher Corporation Common Stock (DHR)Account Closing | $DHR | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Danaher Corporation Common Stock (DHR)Portfolio Rebalance | $DHR | purchase | 2015-05-08 | self | $15,001 to $50,000 |
| Deere & Company Common Stock (DE)Account Closing | $DE | sale | 2025-05-12 | self | $50,001 to $100,000 |
| Delta Air Lines, Inc. Common Stock (DAL)Portfolio Rebalance | $DAL | purchase | 2015-05-08 | self | $15,001 to $50,000 |
| Delta Air Lines, Inc. Common Stock (DAL) | $DAL | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Denton Cnty Tex 4.0000 2029-07-15Account Closing | Not listed | sale | 2025-05-13 | self | $1,001 to $15,000 |
| Denton Tex 5.0000 2029-02-15Account Closing | Not listed | sale | 2025-05-13 | self | $1,001 to $15,000 |
| Denton Tex Indpt Sch Dist 5.0000 2029-08-15Account Closing | Not listed | sale | 2025-05-13 | self | $1,001 to $15,000 |
| Devon Energy Corporation Common Stock (DVN)Account Closing | $DVN | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Devon Energy Corporation Common Stock (DVN)Portfolio Rebalance | $DVN | purchase | 2025-05-08 | self | $15,001 to $50,000 |
| DexCom, Inc. - Common Stock (DXCM)Portfolio Rebalance | $DXCM | purchase | 2025-05-08 | self | $15,001 to $50,000 |
| DexCom, Inc. - Common Stock (DXCM)Account Closing | $DXCM | sale | 2025-05-12 | self | $15,001 to $50,000 |
| District Columbia Income Tax Rev 5.000 2032-03-01Account Closing | Not listed | sale | 2025-05-13 | self | $1,001 to $15,000 |
| Dollar General Corporation Common Stock (DG)Account Closing | $DG | sale | 2025-05-12 | self | $15,001 to $50,000 |
| DoorDash, Inc. - Common Stock (DASH)Account Closing | $DASH | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Douglas Cnty Neb Sch Dist No001 5.000 2028-12-15Account Closing | Not listed | sale | 2025-05-13 | self | $15,001 to $50,000 |
| Ecolab Inc. Common Stock (ECL)Portfolio Rebalance | $ECL | sale | 2025-05-08 | self | $100,001 to $250,000 |
| Edwards Lifesciences Corporation Common Stock (EW)Account Closing | $EW | sale | 2025-05-12 | self | $50,001 to $100,000 |
| Elevance Health, Inc. Common Stock (ELV) | $ELV | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Eli Lilly and Company Common Stock (LLY)Account Closing | $LLY | sale | 2025-05-12 | self | $100,001 to $250,000 |
| EPAM Systems, Inc. Common Stock (EPAM)Account Closing | $EPAM | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Exponent, Inc. - Common Stock (EXPO)Account Closing | $EXPO | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Exxon Mobil Corporation Common Stock (XOM)Account Closing | $XOM | sale | 2025-05-12 | self | $50,001 to $100,000 |
| Fidelity National Information Services, Inc. Common Stock (FIS)Account Closing | $FIS | sale | 2025-05-12 | self | $50,001 to $100,000 |
| First Busey Corporation - Common Stock (BUSE)Account Closing | $BUSE | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Fiserv, Inc. Common Stock (FI)Account Closing | $FI | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Florida St Dept Transn Fing Corp Rev 5.000 2032-07-01Account Closing | Not listed | sale | 2025-05-13 | self | $1,001 to $15,000 |
| Fort Bend Tex Indpt Sch Dist 5.00 2027-8-15/ 346843KW4Account Closing | Not listed | sale | 2025-05-13 | self | $15,001 to $50,000 |
| Fortinet, Inc. - Common Stock (FTNT)Account Closing | $FTNT | sale | 2025-05-12 | self | $15,001 to $50,000 |
| GE Aerospace Common Stock (GE)Account Closing | $GE | sale | 2025-05-12 | self | $50,001 to $100,000 |
| GE Aerospace Common Stock (GE)Portfolio Rebalance | $GE | purchase | 2025-05-08 | self | $50,001 to $100,000 |
| GE Vernova Inc. Common Stock (GEV)Account Closing | $GEV | sale | 2025-05-12 | self | $50,001 to $100,000 |
| General Motors Company Common Stock (GM) | $GM | sale | 2025-05-12 | self | $15,001 to $50,000 |
| General Motors Financial Company Inc 2.35 2031-01-08Account Closing | Not listed | sale | 2025-05-13 | self | $50,001 to $100,000 |
| Gilead Sciences, Inc. - Common Stock (GILD)Account Closing | $GILD | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Goldman Sachs Group, Inc. (GS)Portfolio Rebalance | $GS | purchase | 2025-05-08 | self | $15,001 to $50,000 |
| Goldman Sachs Group, Inc. (GS)Account Closing | $GS | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Grand Praire Tex 5.0000 2032-02-15Account Closing | Not listed | sale | 2025-05-13 | self | $15,001 to $50,000 |
| Greater Orlando Aviation Auth Orlando FLA Arpt Fac Rev 2032-10- 01Account Closing | Not listed | sale | 2025-05-13 | self | $1,001 to $15,000 |
| Gregory Portland Tex Indpt Sch Dist 5.000 2028-02-15Account Closing | Not listed | sale | 2025-05-13 | self | $15,001 to $50,000 |
| Halliburton Company Common Stock (HAL)Account Closing | $HAL | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Halliburton Company Common Stock (HAL)Portfolio Rebalance | $HAL | purchase | 2025-05-08 | self | $15,001 to $50,000 |
| Hanover Insurance Group Inc (THG)Account Closing | $THG | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Highwoods Properties, Inc. Common Stock (HIW)Account Closing | $HIW | sale | 2025-05-12 | self | $15,001 to $50,000 |
| HNI Corporation Common Stock (HNI)Portfolio Rebalance | $HNI | sale | 2025-05-08 | self | $15,001 to $50,000 |
| Home BancShares, Inc. Common Stock (HOMB)Account Closing | $HOMB | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Home Depot, Inc. (HD)Portfolio Rebalance | $HD | sale | 2025-05-08 | self | $50,001 to $100,000 |
| Home Depot, Inc. (HD) | $HD | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Houston Tex 5.000 2031-03-01/ 4423315C4Account Closing | Not listed | sale | 2025-05-13 | self | $15,001 to $50,000 |
| Hubbell Inc Common Stock (HUBB)Account Closing | $HUBB | sale | 2025-05-12 | self | $15,001 to $50,000 |
| IDACORP, Inc. Common Stock (IDA)Account Closing | $IDA | sale | 2025-05-12 | self | $15,001 to $50,000 |
| IDEXX Laboratories, Inc. - Common Stock (IDXX)Account Closing | $IDXX | sale | 2025-05-12 | self | $100,001 to $250,000 |
| International Business Machines Corporation Common Stock (IBM)Account Closing | $IBM | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Intuit Inc. - Common Stock (INTU)Account Closing | $INTU | sale | 2025-05-12 | self | $100,001 to $250,000 |
| Intuitive Surgical, Inc. - Common Stock (ISRG)Account Closing | $ISRG | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Intuitive Surgical, Inc. - Common Stock (ISRG)Portfolio Rebalance | $ISRG | purchase | 2025-05-08 | self | $15,001 to $50,000 |
| Johnson & Johnson Common Stock (JNJ)Account Closing | $JNJ | sale | 2025-05-12 | self | $50,001 to $100,000 |
| JP Morgan 4.912 7-25-33 '32/ 46647PDH6Account Closing | Not listed | sale | 2025-05-13 | self | $1,001 to $15,000 |
| JP Morgan Chase & Co. Common Stock (JPM)Account Closing | $JPM | sale | 2025-05-12 | self | $100,001 to $250,000 |
| Kansas City MO 4.0000 2030-02-01Account Closing | Not listed | sale | 2025-05-13 | self | $15,001 to $50,000 |
| Kroger Company (KR)Account Closing | $KR | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Lakewood Ohio City Sch Dist 5.0000 2025-12-01Account Closing | Not listed | sale | 2025-05-13 | self | $1,001 to $15,000 |
| Lam Research Corporation - Common Stock (LRCX) | $LRCX | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Laredo TEX 5.000 2031-2-15/ 516824JB6Account Closing | Not listed | sale | 2025-05-13 | self | $15,001 to $50,000 |
| Las Vegas Nev 4.000 2027-06-01Account Closing | Not listed | sale | 2025-05-13 | self | $15,001 to $50,000 |
| Lennar Corporation Class A Common Stock (LEN)Portfolio Rebalance | $LEN | purchase | 2025-05-08 | self | $15,001 to $50,000 |
| Lennar Corporation Class A Common Stock (LEN)Account Closing | $LEN | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Linde plc - Ordinary Shares (LIN)Account Closing | $LIN | sale | 2025-05-12 | self | $50,001 to $100,000 |
| Littelfuse, Inc. - Common Stock (LFUS)Account Closing | $LFUS | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Lockheed Martin Corporation Common Stock (LMT)Account Closing | $LMT | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Lovejoy Indpt Sch Dist Tex 4.0000 2032-2-15Account Closing | Not listed | sale | 2025-05-13 | self | $15,001 to $50,000 |
| Lowe's Companies, Inc. Common Stock (LOW)Account Closing | $LOW | sale | 2025-05-12 | self | $15,001 to $50,000 |
| lululemon athletica inc. - Common Stock (LULU)Account Closing | $LULU | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Marathon Petroleum Corporation Common Stock (MPC)Account Closing | $MPC | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Marvell Technology, Inc. - Common Stock (MRVL)Account Closing | $MRVL | sale | 2025-05-12 | self | $50,001 to $100,000 |
| Marvell Technology, Inc. - Common Stock (MRVL)Portfolio Rebalance | $MRVL | sale | 2025-05-08 | self | $15,001 to $50,000 |
| Maryland St Dept Transn Cons Transn 5.000 2029-09-01Account Closing | Not listed | sale | 2025-05-13 | self | $1,001 to $15,000 |
| Mastercard Incorporated Common Stock (MA) | $MA | sale | 2025-05-12 | self | $50,001 to $100,000 |
| Match Group, Inc. - Common Stock (MTCH)Account Closing | $MTCH | sale | 2025-05-12 | self | $15,001 to $50,000 |
| McDonald's Corporation Common Stock (MCD)Account Closing | $MCD | sale | 2025-05-12 | self | $15,001 to $50,000 |
| McKesson Corporation Common Stock (MCK)Account Closing | $MCK | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Medtronic plc. Ordinary Shares (MDT)Portfolio Rebalance | $MDT | sale | 2025-05-08 | self | $15,001 to $50,000 |
| Memphis TN 5.0000 2032-05-01Account Closing | Not listed | sale | 2025-05-13 | self | $1,001 to $15,000 |
| Memphis-Shelby Cnty TN Indl Dev Brd Economic Dev Growth Engine TDZ Rev 5.0000 2025-11-01Account Closing | Not listed | sale | 2025-05-13 | self | $15,001 to $50,000 |
| Meta Platforms, Inc. - Class A Common Stock (META)Account Closing | $META | sale | 2025-05-12 | self | $100,001 to $250,000 |
| Metropolitan Govt Nashville & Davidson CntyTN 4.0000 2032-01- 01/ 592112UX2Account Closing | Not listed | sale | 2025-05-13 | self | $1,001 to $15,000 |
| Microsoft Corporation - Common Stock (MSFT)Account Closing | $MSFT | sale | 2025-05-12 | self | $500,001 to $1,000,000 |
| Microsoft Corporation - Common Stock (MSFT)Portfolio Rebalance | $MSFT | purchase | 2025-05-08 | self | $500,001 to $1,000,000 |
| MicroStrategy Incorporated - Class A Common Stock (MSTR)Account Closing | $MSTR | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Minnesota ST 5.00 2025-08-01Account Closing | Not listed | sale | 2025-05-13 | self | $15,001 to $50,000 |
| Minnesota St 5.00000 2025-08-01Account Closing | Not listed | sale | 2025-05-13 | self | $15,001 to $50,000 |
| Nasdaq, Inc. - Common Stock (NDAQ)Account Closing | $NDAQ | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Netflix, Inc. - Common Stock (NFLX) | $NFLX | sale | 2025-05-12 | self | $100,001 to $250,000 |
| New York NY 5.0000 2028-08-01Account Closing | Not listed | sale | 2025-05-13 | self | $15,001 to $50,000 |
| New York NY 5.0000 2033-08-01Account Closing | Not listed | sale | 2025-05-13 | self | $1,001 to $15,000 |
| New York NY City Transitional Fin Auth Bldg Aid Rev 5.000 2029-07-15Account Closing | Not listed | sale | 2025-05-13 | self | $1,001 to $15,000 |
| New York NY Transitional Fin Auth Bldg Aid Rev 5.0000 2030-07-15Account Closing | Not listed | sale | 2025-05-13 | self | $1,001 to $15,000 |
| Newmont Corporation (NEM)Account Closing | $NEM | sale | 2025-05-12 | self | $15,001 to $50,000 |
| NextEra Energy, Inc. Common Stock (NEE)Account Closing | $NEE | sale | 2025-05-12 | self | $50,001 to $100,000 |
| NiSource Inc Common Stock (NI)Account Closing | $NI | sale | 2025-05-12 | self | $50,001 to $100,000 |
| NVIDIA Corporation - Common Stock (NVDA)Account Closing | $NVDA | sale | 2025-05-12 | self | $500,001 to $1,000,000 |
| NVIDIA Corporation - Common Stock (NVDA)Portfolio Rebalance | $NVDA | purchase | 2025-05-08 | self | $100,001 to $250,000 |
| Occidental Petroleum Corporation Common Stock (OXY)Portfolio Rebalance | $OXY | purchase | 2025-05-08 | self | $15,001 to $50,000 |
| Occidental Petroleum Corporation Common Stock (OXY)Account Closing | $OXY | sale | 2025-05-12 | self | $15,001 to $50,000 |
| OGE Energy Corp Common Stock (OGE)Account Closing | $OGE | sale | 2025-05-12 | self | $100,001 to $250,000 |
| Ohio St Spl Oblig 5.0000 2029-04-01Account Closing | Not listed | sale | 2025-05-13 | self | $1,001 to $15,000 |
| Ohio St Wtr Dev Auth Wtr Pollution Ctl Rev 5.000 2032-06-01Account Closing | Not listed | sale | 2025-05-13 | self | $1,001 to $15,000 |
| Ohio St Wtr Dev Auth Wtr Pollution Ctl Rev 5.000 2032-06-01 | Not listed | sale | 2025-05-13 | self | $1,001 to $15,000 |
| Old Republic International Corporation Common Stock (ORI)Account Closing | $ORI | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Omaha Pub Pwr Dist Neb Elec Rev 5.0000 2027-02-01Account Closing | Not listed | sale | 2025-05-13 | self | $15,001 to $50,000 |
| Oracle Corporation Common Stock (ORCL)Account Closing | $ORCL | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Oracle Corporation Common Stock (ORCL)Portfolio Rebalance | $ORCL | purchase | 2025-05-08 | self | $15,001 to $50,000 |
| Oregon St 5.0000 2028-12-01Account Closing | Not listed | sale | 2025-05-13 | self | $15,001 to $50,000 |
| Oviedo FLA Util Rev 5.0000 2032-10- 01Account Closing | Not listed | sale | 2025-05-13 | self | $1,001 to $15,000 |
| Palantir Technologies Inc. - Class A Common Stock (PLTR)Account Closing | $PLTR | sale | 2025-05-12 | self | $50,001 to $100,000 |
| Palo Alto Networks, Inc. (PANW)Portfolio Rebalance | $PANW | purchase | 2025-05-08 | self | $15,001 to $50,000 |
| Palo Alto Networks, Inc. (PANW)Account Closing | $PANW | sale | 2025-05-12 | self | $15,001 to $50,000 |
| PayPal Holdings, Inc. - Common Stock (PYPL)Account Closing | $PYPL | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Pepsico, Inc. (PEP)Account Closing | $PEP | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Philip Morris International Inc Common Stock (PM)Account Closing | $PM | sale | 2025-05-12 | self | $100,001 to $250,000 |
| Phillips 66 Common Stock (PSX)Account Closing | $PSX | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Pierce Cnty Wash Dist No 010 Tacoma 5.000 2025-12-01Account Closing | Not listed | sale | 2025-05-13 | self | $15,001 to $50,000 |
| Plano Tex Indpt Sch Dist 5.0000 2032-02-15 | Not listed | sale | 2025-05-13 | self | $15,001 to $50,000 |
| PNC Finl Svc 6.875 10/20/34 '33 FRNAccount Closing | Not listed | sale | 2025-05-13 | self | $50,001 to $100,000 |
| Port Tacoma Wash Rev 4.0000 2025- 12-01Account Closing | Not listed | sale | 2025-05-13 | self | $1,001 to $15,000 |
| Primerica, Inc. Common Stock (PRI)Account Closing | $PRI | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Procter & Gamble Company (PG)Account Closing | $PG | sale | 2025-05-12 | self | $50,001 to $100,000 |
| Progressive Corporation (PGR)Account Closing | $PGR | sale | 2025-05-12 | self | $50,001 to $100,000 |
| Prudential Financial, Inc. Common Stock (PRU)Account Closing | $PRU | sale | 2025-05-12 | self | $15,001 to $50,000 |
| PulteGroup, Inc. Common Stock (PHM)Account Closing | $PHM | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Quanta Services, Inc. Common Stock (PWR)Account Closing | $PWR | sale | 2025-05-12 | self | $50,001 to $100,000 |
| Rapid7, Inc. - Common Stock (RPD)Account Closing | $RPD | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Realty Income Corporation Common Stock (O)Account Closing | $O | sale | 2025-05-12 | self | $50,001 to $100,000 |
| RLI Corp. Common Stock (RLI)Account Closing | $RLI | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Ross Stores, Inc. - Common Stock (ROST)Account Closing | $ROST | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Royal Caribbean Cruises Ltd. Common Stock (RCL)Account Closing | $RCL | sale | 2025-05-12 | self | $50,001 to $100,000 |
| Royal Gold, Inc. - Common Stock (RGLD)Account Closing | $RGLD | sale | 2025-05-12 | self | $50,001 to $100,000 |
| RTX Corporation Common Stock (RTX) | $RTX | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Rush Enterprises, Inc. - Class B Common Stock (RUSHB)Account Closing | $RUSHB | sale | 2025-05-12 | self | $50,001 to $100,000 |
| S&P Global Inc. Common Stock (SPGI)Account Closing | $SPGI | sale | 2025-05-12 | self | $50,001 to $100,000 |
| Salesforce, Inc. Common Stock (CRM)Account Closing | $CRM | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Salesforce, Inc. Common Stock (CRM)Portfolio Rebalance | $CRM | purchase | 2025-05-08 | self | $15,001 to $50,000 |
| SBA Communications Corporation - Class A Common Stock (SBAC)Account Closing | $SBAC | sale | 2025-05-12 | self | $50,001 to $100,000 |
| Schneider National, Inc. Common Stock (SNDR)Account Closing | $SNDR | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Sherman Tex 5.0000 2025-08-15Account Closing | Not listed | sale | 2025-05-13 | self | $1,001 to $15,000 |
| Sherwin-Williams Company (SHW)Account Closing | $SHW | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Snowflake Inc. Class A Common Stock (SNOW)Account Closing | $SNOW | sale | 2025-05-12 | self | $15,001 to $50,000 |
| South Jordan Utah Sales Tax Rev 5.00 2028-8-15Account Closing | Not listed | sale | 2025-05-13 | self | $1,001 to $15,000 |
| Southwest Allen Ind Multi Sch Bldg Corp 5.0000 2029-07-15Account Closing | Not listed | sale | 2025-05-13 | self | $15,001 to $50,000 |
| Spotify Technology S.A. Ordinary Shares (SPOT)Account Closing | $SPOT | sale | 2025-05-12 | self | $50,001 to $100,000 |
| Spotsylvania Cnty VA Wtr & Swr Rev 5.0000 2025-12-01Account Closing | Not listed | sale | 2025-05-13 | self | $15,001 to $50,000 |
| Stryker Corporation Common Stock (SYK)Account Closing | $SYK | sale | 2025-05-12 | self | $50,001 to $100,000 |
| Synopsys, Inc. - Common Stock (SNPS) | $SNPS | sale | 2025-05-12 | self | $50,001 to $100,000 |
| Sysco Corporation Common Stock (SYY)Account Closing | $SYY | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Take-Two Interactive Software, Inc. - Common Stock (TTWO)Account Closing | $TTWO | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Tesla, Inc. - Common Stock (TSLA)Account Closing | $TSLA | sale | 2025-05-12 | self | $100,001 to $250,000 |
| Texas Instruments Incorporated - Common Stock (TXN)Account Closing | $TXN | sale | 2025-05-12 | self | $100,001 to $250,000 |
| Texas Instruments Incorporated - Common Stock (TXN)Portfolio Rebalance | $TXN | sale | 2025-05-08 | self | $15,001 to $50,000 |
| Texas Tech Univ Revs 5.000 2029- 02-15Account Closing | Not listed | sale | 2025-05-13 | self | $1,001 to $15,000 |
| The Carlyle Group Inc. - Common Stock (CG)Account Closing | $CG | sale | 2025-05-12 | self | $50,001 to $100,000 |
| The Cigna Group Common Stock (CI)Account Closing | $CI | sale | 2025-05-12 | self | $15,001 to $50,000 |
| The J.M. Smucker Company Common Stock (SJM)Account Closing | $SJM | sale | 2025-05-12 | self | $15,001 to $50,000 |
| The Trade Desk, Inc. - Class A Common Stock (TTD)Portfolio Rebalance | $TTD | purchase | 2025-05-08 | self | $15,001 to $50,000 |
| The Trade Desk, Inc. - Class A Common Stock (TTD)Account Closing | $TTD | sale | 2025-05-12 | self | $15,001 to $50,000 |
| TJX Companies, Inc. (TJX)Account Closing | $TJX | sale | 2025-05-12 | self | $50,001 to $100,000 |
| Trane Technologies plc (TT)Account Closing | $TT | sale | 2025-05-12 | self | $50,001 to $100,000 |
| Transdigm Group Incorporated Common Stock (TDG)Account Closing | $TDG | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Transdigm Group Incorporated Common Stock (TDG) | $TDG | sale | 2025-05-08 | self | $15,001 to $50,000 |
| Tri-cnty Met Transn Dist Ore Rev 5.000 2027-09-01Account Closing | Not listed | sale | 2025-05-13 | self | $1,001 to $15,000 |
| Uber Technologies, Inc. Common Stock (UBER)Account Closing | $UBER | sale | 2025-05-12 | self | $50,001 to $100,000 |
| Union Pacific Corporation Common Stock (UNP)Account Closing | $UNP | sale | 2025-05-12 | self | $15,001 to $50,000 |
| United Community Banks, Inc. Common Stock (UCB)Account Closing | $UCB | sale | 2025-05-12 | self | $50,001 to $100,000 |
| United Parcel Service, Inc. Common Stock (UPS)Portfolio Rebalance | $UPS | sale | 2025-05-08 | self | $15,001 to $50,000 |
| UnitedHealth Group Incorporated Common Stock (UNH)Portfolio Rebalance | $UNH | sale | 2025-05-08 | self | $15,001 to $50,000 |
| Univest Financial Corporation - Common Stock (UVSP)Account Closing | $UVSP | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Verizon Communications Inc. Common Stock (VZ)Account Closing | $VZ | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Vermillion S D Sch Dist No 13-1 5.0000 2030-08-01Account Closing | Not listed | sale | 2025-05-13 | self | $1,001 to $15,000 |
| Vertex Pharmaceuticals Incorporated - Common Stock (VRTX)Account Closing | $VRTX | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Visa Inc. (V)Account Closing | $V | sale | 2025-05-12 | self | $100,001 to $250,000 |
| Vistancia Cmnty Facs Dist Arizona 4.00 2025-07-15Account Closing | Not listed | sale | 2025-05-13 | self | $50,001 to $100,000 |
| Walmart Inc. Common Stock (WMT)Account Closing | $WMT | sale | 2025-05-12 | self | $100,001 to $250,000 |
| Walt Disney Company (DIS)Account Closing | $DIS | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Walt Disney Company (DIS) | $DIS | purchase | 2025-05-08 | self | $15,001 to $50,000 |
| Warner Bros. Discovery, Inc. - Series A Common Stock (WBD)Account Closing | $WBD | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Washington Cnty Tenn 4.0000 2027- 06-01Account Closing | Not listed | sale | 2025-05-13 | self | $50,001 to $100,000 |
| Weld Cnty Colo Sch Dist No Re 4.50000 2025-12-01Account Closing | Not listed | sale | 2025-05-13 | self | $15,001 to $50,000 |
| Wells Fargo & Company Common Stock (WFC)Account Closing | $WFC | sale | 2025-05-12 | self | $50,001 to $100,000 |
| Wells Fargo 5.574 07/25/29 '28 MtnAccount Closing | Not listed | sale | 2025-05-13 | self | $15,001 to $50,000 |
| Wells Fargo 6.491 10/23/34 '33 MTNAccount Closing | Not listed | sale | 2025-05-13 | self | $50,001 to $100,000 |
| Welltower Inc. Common Stock (WELL)Account Closing | $WELL | sale | 2025-05-12 | self | $50,001 to $100,000 |
| Western Digital Corporation - Common Stock (WDC)Account Closing | $WDC | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Williams Companies, Inc. (WMB)Account Closing | $WMB | sale | 2025-05-12 | self | $50,001 to $100,000 |
| Workday, Inc. - Class A Common Stock (WDAY)Portfolio Rebalance | $WDAY | sale | 2025-05-08 | self | $15,001 to $50,000 |
| Workday, Inc. - Class A Common Stock (WDAY)Account Closing | $WDAY | sale | 2025-05-12 | self | $50,001 to $100,000 |
| Zoetis Inc. Class A Common Stock (ZTS)Account Closing | $ZTS | sale | 2025-05-12 | self | $15,001 to $50,000 |
| Zoom Communications, Inc. - Class A Common Stock (ZM)Account Closing | $ZM | sale | 2025-05-12 | self | $15,001 to $50,000 |
How to cite this filing
CopyGov canonical record
https://copygov.com/filings/20030387
Original government record
https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20030387.pdf
Record checked 2026-09-15T07:25:55.807Z. Public dataset available through 2026-09-14.
A filing records reported transactions. It is not a complete current portfolio. The reported owner may be the filer, a spouse, a dependent or a joint account. Filing and transaction dates are different. Confirm extracted details in the official PDF before publication or investment use.