Congressional stock trades · Member
Shelley Moore Capito
Senator · WV · Republican
250 published transactions from periodic transaction reports since 2020, shown as filed. Amounts are the ranges on the form. Each row links to its filing. Holdings from 10 annual reports are below.
Current committees: Senate Committee on Appropriations; Senate Committee on Commerce, Science, and Transportation; Senate Committee on Environment and Public Works; Senate Committee on Rules and Administration.
| Disclosed | Traded | Days | Owner | Asset | Type | Amount range (as filed) | Source |
|---|---|---|---|---|---|---|---|
| 2026-08-04 | 2026-07-21 | 14 | Spouse | AAPLApple Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-08-04 | 2026-07-21 | 14 | Spouse | KOCoca-Cola Company (The) Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-08-04 | 2026-07-21 | 14 | Spouse | CSCOCisco Systems, Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-08-04 | 2026-07-21 | 14 | Spouse | MSFTMicrosoft Corporation - Common Stock | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2026-08-04 | 2026-07-21 | 14 | Spouse | INTCIntel Corporation - Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-07-06 | 2026-06-16 | 20 | Spouse | CCitigroup New Inc (C) | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-05-07 | 2026-04-17 | 20 | Spouse | AAPLApple Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-05-07 | 2026-04-17 | 20 | Spouse | CEGConstellation Energy Corporation - Common Stock When-Issued | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-05-07 | 2026-04-13 | 24 | Spouse | AVGOBroadcom Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-04-12 | 2026-03-28 | 15 | Spouse | MAMastercard Incorporated Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-04-04 | 2026-03-31 | 4 | Spouse | FDSFactSet Research Systems Inc. Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-04-04 | 2026-03-26 | 9 | Spouse | FDSFactSet Research Systems Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-04-04 | 2026-03-25 | 10 | Spouse | FDSFactSet Research Systems Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-04-04 | 2026-03-12 | 23 | Spouse | PNCPNC Financial Services Group, Inc. (The) Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-04-04 | 2026-03-11 | 24 | Spouse | AXPAmerican Express Company Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-03-04 | 2026-02-24 | 8 | Spouse | ITWIllinois Tool Works Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-03-04 | 2026-02-20 | 12 | Spouse | PAYXPaychex, Inc. - Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-03-04 | 2026-02-10 | 22 | Spouse | ADIAnalog Devices, Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-03-04 | 2026-02-10 | 22 | Spouse | BLKBlackRock, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-03-04 | 2026-02-09 | 23 | Spouse | AVGOBroadcom Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-03-04 | 2026-02-09 | 23 | Spouse | GOOGL - Alphabet Inc. - Class C Capital Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-02-05 | 2026-01-28 | 8 | Spouse | SBUXStarbucks Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-01-06 | 2025-12-16 | 21 | Spouse | MSFTMicrosoft Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-01-06 | 2025-12-16 | 21 | Spouse | AAPLApple Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-01-06 | 2025-12-16 | 21 | Spouse | GOOGLAlphabet Cl A | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-01-06 | 2025-12-11 | 26 | Spouse | Kellanova | Sale (full) | $1,001 - $15,000 | eFD → |
| 2025-12-04 | 2025-11-13 | 21 | Spouse | LOWLowe's Companies | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-12-04 | 2025-11-13 | 21 | Spouse | METAMeta Platforms Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2025-12-04 | 2025-11-13 | 21 | Spouse | PAYXPaychex Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-11-04 | 2025-10-29 | 6 | Spouse | MSFTMicrosoft Corp | Sale (full) | $15,001 - $50,000 | eFD → |
| 2025-11-04 | 2025-10-29 | 6 | Spouse | CCitigroup Inc New (C) | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-11-04 | 2025-10-29 | 6 | Spouse | IBMIntl Business Machines | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2025-11-04 | 2025-10-24 | 11 | Spouse | LLYEli Lilly and Company | Purchase | $1,001 - $15,000 | eFD → |
| 2025-11-04 | 2025-10-22 | 13 | Spouse | MSFTMicrosoft Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-11-04 | 2025-10-21 | 14 | Spouse | PAYXPaychex Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-11-04 | 2025-10-21 | 14 | Spouse | LOWLowe's Companies | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-11-04 | 2025-10-20 | 15 | Spouse | LOWLowe's Companies | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-11-04 | 2025-10-17 | 18 | Spouse | CVXChevron Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-11-04 | 2025-10-17 | 18 | Spouse | COSTCostco Wholesale | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-10-05 | 2025-09-18 | 17 | Spouse | MSFTMicrosoft Corp | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2025-10-05 | 2025-09-18 | 17 | Spouse | AAPLApple Inc | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2025-09-03 | 2025-08-04 | 30 | Spouse | BLKBlackrock Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-09-03 | 2025-08-01 | 33 | Spouse | PLDPrologis Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2025-09-03 | 2025-08-01 | 33 | Spouse | SHWSherwin-Williams Company | Purchase | $1,001 - $15,000 | eFD → |
| 2025-08-04 | 2025-07-31 | 4 | Spouse | PPGPPG Industries | Sale (full) | $1,001 - $15,000 | eFD → |
| 2025-08-04 | 2025-07-31 | 4 | Spouse | CLColgate-Palmolive Company | Sale (full) | $1,001 - $15,000 | eFD → |
| 2025-08-04 | 2025-07-31 | 4 | Spouse | GDGeneral Dynamics Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-08-04 | 2025-07-30 | 5 | Spouse | PPGPPG Industries | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-08-04 | 2025-07-29 | 6 | Spouse | GOOGLAlphabet Cl A | Purchase | $1,001 - $15,000 | eFD → |
| 2025-08-04 | 2025-07-29 | 6 | Spouse | METAMeta Platforms Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2025-08-04 | 2025-07-18 | 17 | Spouse | AFLAflac Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-08-04 | 2025-07-18 | 17 | Spouse | MSFTMicrosoft Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-08-04 | 2025-07-18 | 17 | Spouse | AVGOBroadcom Ltd | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-08-04 | 2025-07-18 | 17 | Spouse | AAPLApple Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-08-04 | 2025-07-18 | 17 | Spouse | JPMJP Morgan Chase & Company | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-08-04 | 2025-07-17 | 18 | Spouse | CBChubb Ltd | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-08-04 | 2025-07-01 | 34 | Spouse | AXPAmerican Express Company | Purchase | $15,001 - $50,000 | eFD → |
| 2025-07-04 | 2025-06-23 | 11 | Spouse | UNHUnitedhealth Group Inc | Sale (full) | $1,001 - $15,000 | eFD → |
| 2025-07-04 | 2025-06-18 | 16 | Spouse | XOMExxon Mobil Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-07-04 | 2025-06-18 | 16 | Spouse | CCitigroup Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-07-04 | 2025-06-18 | 16 | Spouse | WFCWells Fargo & Company | Sale (full) | $1,001 - $15,000 | eFD → |
| 2025-07-04 | 2025-06-18 | 16 | Spouse | ADIAnalog Devices | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-07-04 | 2025-06-18 | 16 | Spouse | MSFTMicrosoft Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-06-13 | 2025-05-08 | 36 | Spouse | GOOGLAlphabet Cl A | Purchase | $1,001 - $15,000 | eFD → |
| 2025-05-07 | 2025-04-29 | 8 | Spouse | GOOGLAlphabet Cl A | Purchase | $1,001 - $15,000 | eFD → |
| 2025-05-07 | 2025-04-11 | 26 | Spouse | TGTTarget Corp | Sale (full) | $1,001 - $15,000 | eFD → |
| 2025-05-07 | 2025-04-10 | 27 | Spouse | NKENike Inc | Sale (full) | $1,001 - $15,000 | eFD → |
| 2025-04-10 | 2025-03-26 | 15 | Spouse | METAMeta Platforms Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2025-04-10 | 2025-03-26 | 15 | Spouse | CEGConstellation Energy Corp | Purchase | $1,001 - $15,000 | eFD → |
| 2025-03-06 | 2025-02-25 | 9 | Spouse | METAMeta Platforms Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2025-03-06 | 2025-02-24 | 10 | Spouse | ABTAbbott Laboratories | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-03-06 | 2025-02-24 | 10 | Spouse | ACNAccenture Plc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-03-06 | 2025-02-24 | 10 | Spouse | CMCSAComcast Corp A | Sale (full) | $1,001 - $15,000 | eFD → |
| 2025-03-06 | 2025-02-05 | 29 | Spouse | AAPLApple Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-03-06 | 2025-02-04 | 30 | Spouse | MSFTMicrosoft Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-03-06 | 2025-02-04 | 30 | Spouse | CEGConstellation Energy Corp | Purchase | $1,001 - $15,000 | eFD → |
| 2025-02-13 | 2025-01-17 | 27 | Spouse | ITWIllinois Tool Works Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-02-13 | 2025-01-17 | 27 | Spouse | PSXPhillips 66 | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-02-13 | 2025-01-17 | 27 | Spouse | JPMJP Morgan Chase & Company | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-02-13 | 2025-01-17 | 27 | Spouse | AFLAflac Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-02-13 | 2025-01-17 | 27 | Spouse | LOWLowe's Companies | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-02-13 | 2025-01-17 | 27 | Spouse | BLKBlackrock Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-02-13 | 2025-01-17 | 27 | Spouse | MSFTMicrosoft Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-02-13 | 2025-01-17 | 27 | Spouse | AAPLApple Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-02-13 | 2025-01-17 | 27 | Spouse | CBChubb Ltd | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-02-13 | 2025-01-17 | 27 | Spouse | GWWW.W. Grainger | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-02-13 | 2025-01-13 | 31 | Spouse | ADIAnalog Devices | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-02-13 | 2025-01-03 | 41 | Spouse | MSFTMicrosoft Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-01-06 | 2024-12-27 | 10 | Spouse | GE Aerospace | Purchase | $1,001 - $15,000 | eFD → |
| 2025-01-06 | 2024-12-20 | 17 | Spouse | UNHUnitedhealth Group Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-01-06 | 2024-12-16 | 21 | Spouse | MSFTMicrosoft Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-01-06 | 2024-12-13 | 24 | Spouse | LOWLowe's Companies | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-01-06 | 2024-12-12 | 25 | Spouse | AVGOBroadcom Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2024-11-12 | 2024-10-08 | 35 | Spouse | CSLCarlisle Companies Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2024-10-05 | 2024-09-25 | 10 | Spouse | NSCNorfolk Southern Corp | Sale (full) | $1,001 - $15,000 | eFD → |
| 2024-10-05 | 2024-09-20 | 15 | Spouse | NKENike Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-10-05 | 2024-09-20 | 15 | Spouse | AAPLApple Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-10-05 | 2024-09-20 | 15 | Spouse | GWWW.W. Grainger | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-10-05 | 2024-09-20 | 15 | Spouse | ACNAccenture Plc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-10-05 | 2024-09-20 | 15 | Spouse | MSFTMicrosoft Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-09-05 | 2024-08-28 | 8 | Spouse | NKENike Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2024-09-05 | 2024-08-27 | 9 | Spouse | AVGOBroadcom Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2024-09-05 | 2024-08-22 | 14 | Spouse | NSCNorfolk Southern Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-08-11 | 2024-07-25 | 17 | Spouse | LOWLowe's Companies | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-08-11 | 2024-07-25 | 17 | Spouse | PEPPepsico Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-08-11 | 2024-07-17 | 25 | Spouse | XOMExxon Mobil Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-08-11 | 2024-07-17 | 25 | Spouse | MSFTMicrosoft Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-08-11 | 2024-07-17 | 25 | Spouse | CCitigroup Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-08-11 | 2024-07-01 | 41 | Spouse | AVGOBroadcom Ltd | Purchase | $1,001 - $15,000 | eFD → |
| 2024-07-11 | 2024-06-27 | 14 | Spouse | APDAir Products and Chemicals | Sale (full) | $1,001 - $15,000 | eFD → |
| 2024-05-13 | 2024-04-23 | 20 | Spouse | AAPLApple Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-05-13 | 2024-04-23 | 20 | Spouse | MSFTMicrosoft Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-05-13 | 2024-04-23 | 20 | Spouse | JPMJP Morgan Chase & Company | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-05-13 | 2024-04-09 | 34 | Spouse | MSFTMicrosoft Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-05-13 | 2024-04-09 | 34 | Spouse | AAPLApple Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-05-13 | 2024-04-09 | 34 | Spouse | GWWW.W. Grainger | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-05-13 | 2024-04-09 | 34 | Spouse | SPGIS&P Global Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-03-15 | 2024-02-27 | 17 | Spouse | ZTSZoetis Inc Cl A | Purchase | $15,001 - $50,000 | eFD → |
| 2024-03-15 | 2024-02-23 | 21 | Spouse | SBUXStarbucks Corp | Purchase | $15,001 - $50,000 | eFD → |
| 2024-03-15 | 2024-02-15 | 29 | Spouse | BDXBecton Dickinson and Company | Sale (full) | $1,001 - $15,000 | eFD → |
| 2024-03-15 | 2024-02-09 | 35 | Spouse | MDTMedtronic Inc | Sale (full) | $1,001 - $15,000 | eFD → |
| 2024-02-14 | 2024-01-19 | 26 | Member | ENBEnbridge Inc | Sale (full) | $1,001 - $15,000 | eFD → |
| 2024-02-14 | 2024-01-19 | 26 | Spouse | ESEversource Energy | Sale (full) | $1,001 - $15,000 | eFD → |
| 2024-01-12 | 2023-12-29 | 14 | Member | TFCTruist Financial Corp | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2024-01-12 | 2023-12-19 | 24 | Spouse | JPMJP Morgan Chase & Company | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-01-12 | 2023-12-19 | 24 | Spouse | ACNAccenture Plc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-01-12 | 2023-12-19 | 24 | Spouse | MSFTMicrosoft Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-01-12 | 2023-12-19 | 24 | Spouse | AAPLApple Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-01-12 | 2023-12-19 | 24 | Spouse | ADIAnalog Devices | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-01-12 | 2023-12-18 | 25 | Spouse | MSFTMicrosoft Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-01-12 | 2023-12-18 | 25 | Spouse | PFEPfizer Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-01-12 | 2023-12-18 | 25 | Spouse | MDLZMondelez Intl Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-01-12 | 2023-12-18 | 25 | Spouse | KOCoca-Cola Company | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-01-12 | 2023-12-01 | 42 | Spouse | CSCOCisco Systems Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2024-01-12 | 2023-12-01 | 42 | Spouse | SPGIS&P Global Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2024-01-12 | 2023-12-01 | 42 | Spouse | CMCSAComcast Corp A | Purchase | $1,001 - $15,000 | eFD → |
| 2024-01-12 | 2023-12-01 | 42 | Spouse | CVXChevron Corp | Purchase | $1,001 - $15,000 | eFD → |
| 2023-12-19 | 2023-11-27 | 22 | Spouse | SHELRoyal Dutch Shell Plc ADR | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-12-19 | 2023-11-27 | 22 | Spouse | WFCWells Fargo & Company | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2023-12-11 | 2023-11-30 | 11 | Spouse | MSFTMicrosoft Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2023-10-14 | 2023-09-27 | 17 | Spouse | SPGIS&P Global Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2023-10-14 | 2023-09-22 | 22 | Spouse | UNHUnitedhealth Group Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2023-10-14 | 2023-09-22 | 22 | Spouse | ACNAccenture Plc | Purchase | $1,001 - $15,000 | eFD → |
| 2023-10-14 | 2023-09-21 | 23 | Spouse | RTXRtx Corp | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-10-14 | 2023-09-01 | 43 | Spouse | USBU.S. Bancorp | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-09-15 | 2023-08-22 | 24 | Spouse | MSFTMicrosoft Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2023-09-15 | 2023-08-22 | 24 | Spouse | LOWLowe's Companies | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2023-09-15 | 2023-08-22 | 24 | Spouse | AAPLApple Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2023-09-15 | 2023-08-02 | 44 | Spouse | FDSFactset Research Systems Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2023-09-15 | 2023-08-02 | 44 | Spouse | AFLAflac Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2023-07-17 | 2023-06-22 | 25 | Spouse | MSFTMicrosoft Corporation - Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2023-07-17 | 2023-06-14 | 33 | Spouse | AAPLApple Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2023-07-17 | 2023-06-14 | 33 | Spouse | CLXClorox Company (The) Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-07-17 | 2023-06-14 | 33 | Spouse | NKENike, Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2023-07-17 | 2023-06-12 | 35 | Spouse | MSFTMicrosoft Corporation - Common Stock | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2023-07-17 | 2023-06-12 | 35 | Spouse | AMGNAmgen Inc. - Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-07-17 | 2023-06-12 | 35 | Spouse | CBChubb Limited Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-07-17 | 2023-06-07 | 40 | Spouse | WMTWalmart Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2023-06-14 | 2023-05-10 | 35 | Spouse | CCitigroup, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2023-06-14 | 2023-05-10 | 35 | Spouse | BMYBristol-Myers Squibb Company Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-06-14 | 2023-05-10 | 35 | Spouse | XOMExxon Mobil Corporation Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2023-06-14 | 2023-05-10 | 35 | Spouse | WFCWells Fargo & Company Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2023-05-15 | 2023-04-04 | 41 | Spouse | MCDMcDonald's Corporation Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2023-05-15 | 2023-04-04 | 41 | Spouse | UPSUnited Parcel Service, Inc. Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-05-15 | 2023-04-04 | 41 | Spouse | DUKDuke Energy Corporation (Holding Company) Common S | Sale (full) | $15,001 - $50,000 | eFD → |
| 2023-03-13 | 2023-02-23 | 18 | Spouse | WFCwells fargo | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2023-03-13 | 2023-02-06 | 35 | Spouse | CVXchevron | Purchase | $1,001 - $15,000 | eFD → |
| 2023-01-17 | 2022-12-29 | 19 | Member | AXAHY | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-01-17 | 2022-12-29 | 19 | Spouse | WFC | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2023-01-17 | 2022-12-15 | 33 | Spouse | VFCV.F. Corporation Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2022-11-13 | 2022-10-19 | 25 | Spouse | WFCWells Fargo & Company Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2022-11-13 | 2022-10-17 | 27 | Joint | UNHUnitedHealth Group Incorporated Common Stock (DE) | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2022-11-13 | 2022-10-17 | 27 | Spouse | AFLAFLAC Incorporated Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2022-11-13 | 2022-10-17 | 27 | Spouse | BLKBlackRock, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2022-11-13 | 2022-10-17 | 27 | Spouse | UNHUnitedHealth Group Incorporated Common Stock (DE) | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2022-11-13 | 2022-10-17 | 27 | Spouse | LINLinde plc Ordinary Share | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2022-11-13 | 2022-10-17 | 27 | Spouse | MSFTMicrosoft Corporation - Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2022-11-13 | 2022-10-17 | 27 | Spouse | JNJJohnson & Johnson Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2022-11-13 | 2022-10-17 | 27 | Spouse | JPMJP Morgan Chase & Co. Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2022-11-13 | 2022-10-17 | 27 | Spouse | AAPLApple Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2022-11-13 | 2022-10-17 | 27 | Spouse | LOWLowe's Companies, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2022-08-10 | 2022-07-11 | 30 | Spouse | GWWW.W. Grainger, Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2022-08-10 | 2022-07-01 | 40 | Spouse | COSTCostco Wholesale Corporation - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2022-07-15 | 2022-06-30 | 15 | Spouse | MMM3M Company Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2022-07-15 | 2022-06-17 | 28 | Spouse | MSFTMicrosoft Corporation - Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2022-07-15 | 2022-06-17 | 28 | Spouse | INTCIntel Corporation - Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2022-07-15 | 2022-06-17 | 28 | Spouse | IBMInternational Business Machines Corporat | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2022-07-15 | 2022-06-17 | 28 | Spouse | KOCoca-Cola Company (The) Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2022-07-15 | 2022-06-17 | 28 | Spouse | BMYBristol-Myers Squibb Company Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2022-07-15 | 2022-06-16 | 29 | Spouse | FFord Motor Company Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2022-07-15 | 2022-06-16 | 29 | Spouse | INTCIntel Corporation - Common Stock | Sale (full) | $15,001 - $50,000 | eFD → |
| 2022-07-15 | 2022-06-01 | 44 | Spouse | CMSCMS Energy Corporation Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2022-06-12 | 2022-05-26 | 17 | Spouse | NEENextEra Energy, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2022-06-12 | 2022-05-25 | 18 | Spouse | WECWEC Energy Group, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2022-03-11 | 2022-02-24 | 15 | Spouse | AAPLApple Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2022-03-11 | 2022-02-24 | 15 | Spouse | LHXL3Harris Technologies, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2022-03-11 | 2022-02-24 | 15 | Spouse | NEENextEra Energy, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2022-03-11 | 2022-02-24 | 15 | Spouse | LOWLowe's Companies, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2022-03-11 | 2022-02-24 | 15 | Spouse | MSFTMicrosoft Corporation - Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2022-01-21 | 2021-12-28 | 24 | Member | VZVerizon Communications Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2018 report.
197 assets with a value on the report filed 2019-05-13, 124 of them shares or options of a listed company. Values are the ranges on the form. Assets are held by the member, a spouse or a dependent child, as reported. Open the report.
| Asset | Type | Owner | Value (as filed) |
|---|---|---|---|
| HBANHuntington Bancshares Incorporated (NASDAQ) | Stock | Joint | $1,001 - $15,000 |
| Lexington Property | Other | Joint | None (or less than $1,001) |
| Access National Corporation | Stock | Member | $1,001 - $15,000 |
| BBTBB&T Corporation (NYSE) | Stock | Member | $15,001 - $50,000 |
| CSCOCisco Systems, Inc. (NASDAQ) | Stock | Member | $1,001 - $15,000 |
| C-Citigroup Inc. (NYSE) | Stock | Member | $50,001 - $100,000 |
| DISThe Walt Disney Company (NYSE) | Stock | Member | $1,001 - $15,000 |
| DUKDuke Energy Corporation (NYSE) | Stock | Member | $1,001 - $15,000 |
| ENBEnbridge Inc. | Stock | Member | $1,001 - $15,000 |
| TRVThe Travelers Companies, Inc. (NYSE) | Stock | Member | $50,001 - $100,000 |
| VZVerizon Communications Inc. (NYSE) | Stock | Member | $1,001 - $15,000 |
| Wells Fargo | Other | Member | $100,001 - $250,000 |
| WV Public Employees Retirement System | Other | Member | $1,001 - $15,000 |
| SINAX-ClearBridge Large Cap Value A (NASDAQ) | Fund | Member | $50,001 - $100,000 |
| Access National Corporation | Stock | Member | None (or less than $1,001) |
| BBT-BB&T Corporation | Stock | Member | $50,001 - $100,000 |
| GISGeneral Mills, Inc. | Stock | Member | None (or less than $1,001) |
| GDGeneral Dynamics Corporation | Stock | Member | $1,001 - $15,000 |
| GWWW.W. Grainger, Inc. | Stock | Member | None (or less than $1,001) |
| LHXHarris Corporation | Stock | Member | $1,001 - $15,000 |
| ITWIllinois Tool Works Inc. | Stock | Member | $1,001 - $15,000 |
| IBMInternational Business Machines Corporation | Stock | Member | None (or less than $1,001) |
| SJMThe J. M. Smucker Company | Stock | Member | None (or less than $1,001) |
| JNJJohnson & Johnson | Stock | Member | $1,001 - $15,000 |
| Kellogg Company | Stock | Member | None (or less than $1,001) |
| LOWLowe's Companies, Inc. | Stock | Member | $1,001 - $15,000 |
| MCD-McDonald's Corp. | Stock | Member | $1,001 - $15,000 |
| MDTMedtronic plc | Stock | Member | $1,001 - $15,000 |
| MSFTMicrosoft Corporation | Stock | Member | $1,001 - $15,000 |
| NEENextEra Energy, Inc. | Stock | Member | $1,001 - $15,000 |
| Nordstrom Inc. | Stock | Member | None (or less than $1,001) |
| NSCNorfolk Southern Corporation | Stock | Member | $1,001 - $15,000 |
| UBSIUnited Bankshares Inc. | Stock | Member | $1,001 - $15,000 |
| Wells Fargo Bank | Other | Member | $1,001 - $15,000 |
| Belle Meade Associates NY, L.P. | Other | Member | $250,001 - $500,000 |
| ADIAnalog Devices, Inc. | Stock | Member | $1,001 - $15,000 |
| TAT&T Inc. | Stock | Member | $1,001 - $15,000 |
| CSCOCisco Systems, Inc. | Stock | Member | $1,001 - $15,000 |
| CCEPCoca-Cola European Partners plc | Stock | Member | $1,001 - $15,000 |
| DUKDuke Energy Corporation | Stock | Member | $1,001 - $15,000 |
| GILDGilead Sciences, Inc. | Stock | Member | $1,001 - $15,000 |
| LMTLockheed Martin Corporation | Stock | Member | $1,001 - $15,000 |
| MRKMerck & Co., Inc. | Stock | Member | $1,001 - $15,000 |
| MSFTMicrosoft Corporation | Stock | Member | $1,001 - $15,000 |
| MDLZMondelez International, Inc. | Stock | Member | $1,001 - $15,000 |
| Nestlé S.A. | Stock | Member | $1,001 - $15,000 |
| NEENextEra Energy, Inc. | Stock | Member | $1,001 - $15,000 |
| NVSNovartis AG | Stock | Member | $1,001 - $15,000 |
| PFEPfizer Inc. | Stock | Member | $1,001 - $15,000 |
| Roche Holding AG | Stock | Member | $1,001 - $15,000 |
| VZVerizon Communications Inc. | Stock | Member | $1,001 - $15,000 |
| WFCWells Fargo & Company | Stock | Member | $1,001 - $15,000 |
| Life Insurance Policy | Other | Member | $1,001 - $15,000 |
| CSCO-Cisco Systems, Inc. (NASDAQ) | Stock | Spouse | $1,001 - $15,000 |
| BMY-Bristol-Myers Squibb Company (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| C-Citigroup Inc. (NYSE) | Stock | Spouse | $50,001 - $100,000 |
| KOThe Coca-Cola Company (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| XOMExxon Mobil Corporation (NYSE) | Stock | Spouse | $15,001 - $50,000 |
| GEGeneral Electric Company (NYSE) | Stock | Spouse | None (or less than $1,001) |
| HBANHuntington Bancshares Incorporated (NASDAQ) | Stock | Spouse | $1,001 - $15,000 |
| INTCIntel Corporation (NASDAQ) | Stock | Spouse | $15,001 - $50,000 |
| IBMInternational Business Machines Corporation (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| MRK-Merck & Co. Inc. (NYSE) | Stock | Spouse | None (or less than $1,001) |
| MSFTMicrosoft Corporation (NASDAQ) | Stock | Spouse | $15,001 - $50,000 |
| NSC-Norfolk Southern Corporation (NYSE) | Stock | Spouse | None (or less than $1,001) |
| PG-The Procter & Gamble Company (NYSE) | Stock | Spouse | None (or less than $1,001) |
| RDS-A-Royal Dutch Shell plc (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| WFCWells Fargo & Company | Stock | Spouse | $1,001 - $15,000 |
| Citigroup Capital Partners II | Other | Spouse | $1,001 - $15,000 |
| CVCIGP II | Other | Spouse | $1,001 - $15,000 |
| Edgewood Country Club | Other | Spouse | $1,001 - $15,000 |
| WFTXX-Wells Fargo Advantage 100% Trea (NASDAQ) | Fund | Spouse | $100,001 - $250,000 |
| Wells Fargo Non-ESOP Fund | Fund | Spouse | $100,001 - $250,000 |
| Wells Fargo ESOP Fund | Fund | Spouse | $1,001 - $15,000 |
| C - Citigroup Common Stock Fund | Fund | Spouse | $50,001 - $100,000 |
| Emerging Market Equity Fund | Fund | Spouse | $15,001 - $50,000 |
| S&P 500 Fund | Fund | Spouse | $50,001 - $100,000 |
| BRIXX - Black Rock Cash Fund: Treasury | Fund | Spouse | $100,001 - $250,000 |
| AMGN-Amgen Inc. (NASDAQ) | Stock | Spouse | $1,001 - $15,000 |
| CB-The Chubb Corporation (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| KO-The Coca-Cola Company (NYSE) | Stock | Spouse | $15,001 - $50,000 |
| DUK-Duke Energy Corporation (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| XOM-Exxon Mobil Corporation (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| INTC-Intel Corporation (NASDAQ) | Stock | Spouse | $15,001 - $50,000 |
| JNJ-Johnson & Johnson (NYSE) | Stock | Spouse | $15,001 - $50,000 |
| MCD-McDonald's Corp. (NYSE) | Stock | Spouse | $15,001 - $50,000 |
| MSFT-Microsoft Corporation (NASDAQ) | Stock | Spouse | $50,001 - $100,000 |
| MDLZ-Mondelez International, Inc. (NASDAQ) | Stock | Spouse | $15,001 - $50,000 |
| PFE-Pfizer Inc. (NYSE) | Stock | Spouse | $15,001 - $50,000 |
| UPSUnited Parcel Service, Inc. (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| Wells Fargo | Other | Spouse | $1,001 - $15,000 |
| AAPL-Apple Inc. | Stock | Spouse | $15,001 - $50,000 |
| F-Ford Motor Company | Stock | Spouse | $1,001 - $15,000 |
| Wells Fargo | Other | Spouse | $1,001 - $15,000 |
| AFLAFLAC Inc. (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| APDAir Products & Chemicals Inc. (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| ADIAnalog Devices, Inc. (NASDAQ) | Stock | Spouse | $1,001 - $15,000 |
| TAT&T, Inc. (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| ADPAutomatic Data Processing, Inc. (NASDAQ) | Stock | Spouse | $1,001 - $15,000 |
| BDXBecton, Dickinson and Company (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| CVXChevron Corporation (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| CBThe Chubb Corporation (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| CLXThe Clorox Company (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| CLColgate-Palmolive Co. (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| EV-Eaton Vance Corp. (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| EMREmerson Electric Co. (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| XOMExxon Mobil Corporation (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| FDS-FactSet Research Systems Inc. (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| GDGeneral Dynamics Corporation (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| LHXHarris Corporation (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| ITWIllinois Tool Works Inc. (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| JNJJohnson & Johnson (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| LOWLowe's Companies Inc. (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| MCDMcDonald's Corp. (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| MDT-Medtronic plc (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| MSFTMicrosoft Corporation (NASDAQ) | Stock | Spouse | $1,001 - $15,000 |
| NEENextEra Energy, Inc. (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| NSCNorfolk Southern Corporation (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| ESEversource Energy (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| NVSNovartis AG (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| PAYXPaychex, Inc. (NASDAQ) | Stock | Spouse | $1,001 - $15,000 |
| PEPPepsico, Inc. (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| PSXPhillips 66 (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| PIIPolaris Industries Inc. (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| Praxair Inc. (NYSE) | Stock | Spouse | None (or less than $1,001) |
| PGThe Procter & Gamble Company (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| SYYSysco Corporation (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| TGTTarget Corp. (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| RTXUnited Technologies Corporation (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| VFCV.F. Corporation (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| WMTWal-Mart Stores Inc. (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| WEC-Wisconsin Energy Corp. (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| MMM3M Company (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| ABTAbbott Laboratories | Stock | Spouse | $1,001 - $15,000 |
| AMGNAmgen Inc. | Stock | Spouse | $1,001 - $15,000 |
| BLKBlackRock, Inc. | Stock | Spouse | $1,001 - $15,000 |
| NKENIKE, Inc. | Stock | Spouse | $1,001 - $15,000 |
| ACNAccenture plc | Stock | Spouse | $1,001 - $15,000 |
| CSCOCisco Systems, Inc. | Stock | Spouse | $1,001 - $15,000 |
| JPMJPMorgan Chase & Co. | Stock | Spouse | $1,001 - $15,000 |
| USBU.S. Bancorp | Stock | Spouse | $1,001 - $15,000 |
| LINLinde plc | Stock | Spouse | $1,001 - $15,000 |
| AESThe AES Corporation | Stock | Spouse | None (or less than $1,001) |
| AIA Group Limited | Stock | Spouse | $1,001 - $15,000 |
| Airbus SE | Stock | Spouse | $1,001 - $15,000 |
| GOOGAlphabet Inc. | Stock | Spouse | $1,001 - $15,000 |
| AMZNAmazon.com, Inc. | Stock | Spouse | $1,001 - $15,000 |
| AMTAmerican Tower Corporation (REIT) | Stock | Spouse | $1,001 - $15,000 |
| Asahi Kasei Corporation | Stock | Spouse | None (or less than $1,001) |
| ASMLASML Holding N.V. | Stock | Spouse | $1,001 - $15,000 |
| AZNAstraZeneca PLC | Stock | Spouse | $1,001 - $15,000 |
| BNYThe Bank of New York Mellon Corporation | Stock | Spouse | $1,001 - $15,000 |
| AVGOBroadcom Inc. | Stock | Spouse | $1,001 - $15,000 |
| Carlsberg A/S | Stock | Spouse | $1,001 - $15,000 |
| CVXChevron Corporation | Stock | Spouse | $1,001 - $15,000 |
| CMECME Group Inc. | Stock | Spouse | $1,001 - $15,000 |
| CMCSAComcast Corporation | Stock | Spouse | None (or less than $1,001) |
| CCICrown Castle International Corp. (REIT) | Stock | Spouse | $1,001 - $15,000 |
| CSXCSX Corporation | Stock | Spouse | $1,001 - $15,000 |
| DHRDanaher Corporation | Stock | Spouse | $1,001 - $15,000 |
| Danone SA | Stock | Spouse | None (or less than $1,001) |
| DEDeere & Company | Stock | Spouse | $1,001 - $15,000 |
| Essilor International Société Anonyme | Stock | Spouse | $1,001 - $15,000 |
| GILDGilead Sciences, Inc. | Stock | Spouse | $1,001 - $15,000 |
| GDDYGoDaddy Inc. | Stock | Spouse | $1,001 - $15,000 |
| HLTHilton Worldwide Holdings Inc. | Stock | Spouse | $1,001 - $15,000 |
| JPMJPMorgan Chase & Co. | Stock | Spouse | $1,001 - $15,000 |
| L'Oréal S.A. | Stock | Spouse | $1,001 - $15,000 |
| LVSLas Vegas Sands Corp. | Stock | Spouse | $1,001 - $15,000 |
| LVMH Moët Hennessy Louis Vuitton S.E. | Stock | Spouse | None (or less than $1,001) |
| MRSHMarsh & McLennan Companies, Inc. | Stock | Spouse | None (or less than $1,001) |
| MSFTMicrosoft Corporation | Stock | Spouse | $1,001 - $15,000 |
| MCOMoody's Corporation | Stock | Spouse | $1,001 - $15,000 |
| MRAAFMurata Manufacturing Co., Ltd. | Stock | Spouse | None (or less than $1,001) |
| Naspers Limited | Stock | Spouse | $1,001 - $15,000 |
| Nestlé S.A. | Stock | Spouse | $1,001 - $15,000 |
| NVONovo Nordisk A/S | Stock | Spouse | $1,001 - $15,000 |
| Pernod Ricard SA | Stock | Spouse | $1,001 - $15,000 |
| RBGLYReckitt Benckiser Group plc | Stock | Spouse | $1,001 - $15,000 |
| Royal Dutch Shell plc | Stock | Spouse | $1,001 - $15,000 |
| Safran SA | Stock | Spouse | $1,001 - $15,000 |
| SAXPFSampo Oyj | Stock | Spouse | None (or less than $1,001) |
| SAPSAP SE | Stock | Spouse | None (or less than $1,001) |
| SLBSchlumberger Limited | Stock | Spouse | None (or less than $1,001) |
| Seattle Genetics, Inc. | Stock | Spouse | None (or less than $1,001) |
| SRESempra Energy | Stock | Spouse | None (or less than $1,001) |
| SMC Corporation | Stock | Spouse | None (or less than $1,001) |
| SoftBank Group Corp. | Stock | Spouse | None (or less than $1,001) |
| TSMTaiwan Semiconductor Manufacturing Company Limited | Stock | Spouse | $1,001 - $15,000 |
| VVisa Inc. | Stock | Spouse | $1,001 - $15,000 |
| Vtech Holdings Limited | Stock | Spouse | None (or less than $1,001) |
| Wells Fargo Bank | Other | Spouse | $1,001 - $15,000 |
| AAPLApple Inc. | Stock | Spouse | $1,001 - $15,000 |
| INTCIntel Corporation | Stock | Spouse | $1,001 - $15,000 |
| ICEIntercontinental Exchange, Inc. | Stock | Spouse | $1,001 - $15,000 |
| Belle Meade Associates NT LP | Other | Spouse | $250,001 - $500,000 |
| Life Insurance Policy | Other | Spouse | $1,001 - $15,000 |
How reports are read: holdings methodology.