Congressional stock trades · Member
Jonathan L. Jackson
Representative · IL-1 · Democrat
195 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 4 annual reports are below.
Current committees: House Committee on Agriculture; House Committee on Foreign Affairs.
| Disclosed | Traded | Days | Owner | Asset | Type | Amount range (as filed) | Source |
|---|---|---|---|---|---|---|---|
| 2026-09-03 | 2026-08-28 | 6 | Joint | VSATViaSat, Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-07-15 | 2026-06-15 | 30 | Spouse | SPHRSphere Entertainment Co. Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-07-15 | 2026-06-15 | 30 | Spouse | HLTHilton Worldwide Holdings Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-07-15 | 2026-06-15 | 30 | Spouse | MCKMcKesson Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-06-16 | 2026-05-12 | 35 | Joint | MSFTMicrosoft Corporation - Common Stock | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2026-05-27 | 2026-04-24 | 33 | Joint | VVisa Inc. | Sale | $50,001 - $100,000 | Clerk → |
| 2026-05-27 | 2026-04-24 | 33 | Member | ORLYO'Reilly Automotive, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-05-27 | 2026-04-20 | 37 | Joint | SPGSimon Property Group, Inc. Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-05-27 | 2026-04-20 | 37 | Joint | THCTenet Healthcare Corporation Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2026-05-27 | 2026-04-15 | 42 | Spouse | THCTenet Healthcare Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-04-08 | 2026-03-20 | 19 | Member | BPBP p.l.c. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-04-08 | 2026-03-19 | 20 | Joint | ORLYO'Reilly Automotive, Inc. - Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2026-04-08 | 2026-03-19 | 20 | Joint | BPBP p.l.c. Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-04-08 | 2026-03-09 | 30 | Member | AMZNAmazon.com, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-03-12 | 2026-02-17 | 23 | Joint | IBMInternational Business Machines Corporation Common Stock | Sale | $50,001 - $100,000 | Clerk → |
| 2026-03-12 | 2026-02-17 | 23 | Member | BNYThe Bank of New York Mellon Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-03-12 | 2026-02-17 | 23 | Member | IBMInternational Business Machines Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-03-12 | 2026-02-17 | 23 | Joint | BNYThe Bank of New York Mellon Corporation Common Stock | Purchase | $50,001 - $100,000 | Clerk → |
| 2026-03-12 | 2026-02-11 | 29 | Spouse | CCitigroup, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-03-12 | 2026-02-11 | 29 | Spouse | THCTenet Healthcare Corporation Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-03-12 | 2026-02-11 | 29 | Spouse | WELLWelltower Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-03-12 | 2026-02-11 | 29 | Spouse | AMZNAmazon.com, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-03-12 | 2026-02-05 | 35 | Member | AMZNAmazon.com, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-03-12 | 2026-02-05 | 35 | Joint | CCitigroup, Inc. Common Stock | Purchase | $50,001 - $100,000 | Clerk → |
| 2026-03-12 | 2026-02-05 | 35 | Joint | PANWPalo Alto Networks, Inc. | Sale | $50,001 - $100,000 | Clerk → |
| 2026-03-12 | 2026-02-04 | 36 | Member | CCitigroup, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-03-12 | 2026-02-04 | 36 | Member | AVGOBroadcom Corporation - Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2026-03-12 | 2026-02-03 | 37 | Member | SHOPShopify Inc. - Class A Subordinate Voting Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2026-02-23 | 2026-01-30 | 24 | Joint | CCitigroup, Inc. Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-02-23 | 2026-01-30 | 24 | Joint | GEVGE Vernova Inc. Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-02-23 | 2026-01-30 | 24 | Joint | SHOPShopify Inc. - Class A Subordinate Voting Shares | Sale | $50,001 - $100,000 | Clerk → |
| 2026-02-23 | 2026-01-22 | 32 | Joint | CPNGCoupang, Inc. Class A Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2026-02-23 | 2026-01-22 | 32 | Joint | VSATViaSat, Inc. - Common Stock | Purchase | $50,001 - $100,000 | Clerk → |
| 2026-02-23 | 2026-01-20 | 34 | Spouse | JPMJP Morgan Chase & Co. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-02-23 | 2026-01-20 | 34 | Spouse | HOODRobinhood Markets, Inc. - Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-02-23 | 2026-01-16 | 38 | Joint | PLTRPalantir Technologies Inc. - Class A Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2026-02-23 | 2026-01-13 | 41 | Joint | WMTWalmart Inc. - Common Stock | Purchase | $50,001 - $100,000 | Clerk → |
| 2026-02-23 | 2026-01-13 | 41 | Joint | TMUST-Mobile US, Inc. | Sale | $50,001 - $100,000 | Clerk → |
| 2026-01-08 | 2025-12-22 | 17 | Joint | PLTRPalantir Technologies Inc. - Class A Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-01-08 | 2025-12-22 | 17 | Joint | HOODRobinhood Markets, Inc. - Class A Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2026-01-08 | 2025-12-10 | 29 | Joint | THCTenet Healthcare Corporation Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-01-08 | 2025-12-10 | 29 | Joint | MELIMercadoLibre, Inc. - Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2026-01-08 | 2025-12-08 | 31 | Joint | SHOPShopify Inc. - Class A Subordinate Voting Shares | Purchase | $50,001 - $100,000 | Clerk → |
| 2026-01-08 | 2025-12-08 | 31 | Joint | NFLXNetflix, Inc. - Common Stock | Sale | $50,001 - $100,000 | Clerk → |
| 2025-12-05 | 2025-11-11 | 24 | Spouse | STTState Street Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-12-05 | 2025-11-11 | 24 | Spouse | METAMeta Platforms, Inc. - Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-12-05 | 2025-11-11 | 24 | Spouse | TMUST-Mobile US, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2025-12-05 | 2025-11-06 | 29 | Joint | HOODRobinhood Markets, Inc. - Class A Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-12-05 | 2025-11-06 | 29 | Joint | DOCSDoximity, Inc. Class A Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2025-11-10 | 2025-10-08 | 33 | Member | SHOPShopify Inc. - Class A Subordinate Voting Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-10 | 2025-10-08 | 33 | Joint | HOODRobinhood Markets, Inc. - Class A Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-11-10 | 2025-10-08 | 33 | Member | MCKMcKesson Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-10 | 2025-10-06 | 35 | Joint | SHOPShopify Inc. - Class A Subordinate Voting Shares | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-10-15 | 2025-09-05 | 40 | Spouse | HOODRobinhood Markets, Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-15 | 2025-09-03 | 42 | Spouse | THCTenet Healthcare Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-15 | 2025-09-03 | 42 | Spouse | LRCXLam Research Corporation - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-15 | 2025-09-02 | 43 | Spouse | ARMArm Holdings plc - American Depositary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2025-09-23 | 2025-08-25 | 29 | Joint | DOCSDoximity, Inc. Class A Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-09-23 | 2025-08-13 | 41 | Spouse | IBMInternational Business Machines Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-09-23 | 2025-08-13 | 41 | Spouse | LRCXLam Research Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-25 | 2025-07-17 | 39 | Spouse | ARMArm Holdings plc - American Depositary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-25 | 2025-07-17 | 39 | Spouse | Fomento Economico Mexicano S.A.B. de C.V. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-25 | 2025-05-21 | 96 ·>45 | Spouse | LLYEli Lilly and Company Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-25 | 2025-05-21 | 96 ·>45 | Spouse | Fomento Economico Mexicano S.A.B. de C.V. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-25 | 2025-05-21 | 96 ·>45 | Spouse | IBMInternational Business Machines Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-25 | 2025-05-05 | 112 ·>45 | Spouse | CHDChurch & Dwight Company, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-25 | 2025-04-23 | 124 ·>45 | Spouse | METAMeta Platforms, Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-25 | 2025-04-23 | 124 ·>45 | Spouse | CHDChurch & Dwight Company, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-25 | 2025-04-23 | 124 ·>45 | Spouse | LLYEli Lilly and Company Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-25 | 2025-04-23 | 124 ·>45 | Spouse | TMUST-Mobile US, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-25 | 2025-04-23 | 124 ·>45 | Spouse | WMBWilliams Companies, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-08-25 | 2025-04-23 | 124 ·>45 | Spouse | MCKMcKesson Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-25 | 2025-04-23 | 124 ·>45 | Spouse | AMZNAmazon.com, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-25 | 2025-04-07 | 140 ·>45 | Spouse | GSGoldman Sachs Group, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-25 | 2025-04-04 | 143 ·>45 | Spouse | KKRKKR & Co. Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-25 | 2025-03-24 | 154 ·>45 | Spouse | CHDChurch & Dwight Company, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-25 | 2025-03-24 | 154 ·>45 | Spouse | GSGoldman Sachs Group, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-25 | 2025-03-24 | 154 ·>45 | Spouse | WMBWilliams Companies, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-25 | 2025-03-24 | 154 ·>45 | Spouse | METAMeta Platforms, Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-25 | 2025-03-24 | 154 ·>45 | Spouse | TMUST-Mobile US, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-25 | 2025-03-24 | 154 ·>45 | Spouse | AMZNAmazon.com, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-25 | 2025-03-24 | 154 ·>45 | Spouse | KKRKKR & Co. Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-25 | 2025-03-24 | 154 ·>45 | Spouse | MCKMcKesson Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-25 | 2025-03-17 | 161 ·>45 | Spouse | WMBWilliams Companies, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-25 | 2025-03-17 | 161 ·>45 | Spouse | PANWPalo Alto Networks, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2025-08-25 | 2025-03-03 | 175 ·>45 | Spouse | KKRKKR & Co. Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-25 | 2025-03-03 | 175 ·>45 | Spouse | MCKMcKesson Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-25 | 2025-03-03 | 175 ·>45 | Spouse | METAMeta Platforms, Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-25 | 2025-03-03 | 175 ·>45 | Spouse | PANWPalo Alto Networks, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-25 | 2025-03-03 | 175 ·>45 | Spouse | AMZNAmazon.com, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-25 | 2025-03-03 | 175 ·>45 | Spouse | CHDChurch & Dwight Company, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-25 | 2025-03-03 | 175 ·>45 | Spouse | GSGoldman Sachs Group, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-25 | 2025-03-03 | 175 ·>45 | Spouse | TMUST-Mobile US, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-07-14 | 2025-06-03 | 41 | Joint | IBMInternational Business Machines Corporation Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-07-14 | 2025-06-03 | 41 | Joint | LLYEli Lilly and Company Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2025-06-13 | 2025-05-14 | 30 | Joint | CHDChurch & Dwight Company, Inc. Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2025-06-13 | 2025-05-14 | 30 | Joint | IBMInternational Business Machines Corporation Common Stock | Purchase | $50,001 - $100,000 | Clerk → |
| 2025-06-13 | 2025-05-07 | 37 | Joint | LINLinde plc - Ordinary Shares | Sale | $50,001 - $100,000 | Clerk → |
| 2025-05-13 | 2025-04-21 | 22 | Joint | GOOGLAlphabet Inc. - Class A Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2025-05-13 | 2025-04-21 | 22 | Joint | LLYEli Lilly and Company Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-05-13 | 2025-04-16 | 27 | Joint | NFLXNetflix, Inc. - Common Stock | Purchase | $50,001 - $100,000 | Clerk → |
| 2025-05-13 | 2025-04-16 | 27 | Joint | AMZNAmazon.com, Inc. - Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2025-05-13 | 2025-04-16 | 27 | Joint | METAMeta Platforms, Inc. - Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-05-13 | 2025-04-10 | 33 | Joint | MSFTMicrosoft Corporation - Common Stock | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2025-05-13 | 2025-04-10 | 33 | Joint | ARMKAramark Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2025-04-08 | 2025-03-28 | 11 | Joint | ILLINOIS WESLEYAN UNIV FIN REV RE; 4.0%; Due 09/01/2041 | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-04-08 | 2025-03-11 | 28 | Joint | CRMSalesforce, Inc. Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2025-04-08 | 2025-03-04 | 35 | Member | MSFTMicrosoft Corporation - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-04-08 | 2025-03-04 | 35 | Member | MCKMcKesson Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-01-16 | 2024-12-16 | 31 | Joint | GDGeneral Dynamics Corporation Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2025-01-16 | 2024-12-16 | 31 | Joint | ORLYO'Reilly Automotive, Inc. - Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-01-16 | 2024-12-09 | 38 | Joint | METAMeta Platforms, Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-01-16 | 2024-12-09 | 38 | Joint | TIMBTIM S.A. American Depositary Shares | Sale | $15,001 - $50,000 | Clerk → |
| 2024-12-12 | 2024-11-27 | 15 | Joint | AMATApplied Materials, Inc. - Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2024-12-12 | 2024-11-27 | 15 | Joint | AMZNAmazon.com, Inc. - Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-12-12 | 2024-11-13 | 29 | Joint | CHDChurch & Dwight Company, Inc. Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-12-12 | 2024-11-13 | 29 | Joint | REGNRegeneron Pharmaceuticals, Inc. - Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2024-12-12 | 2024-11-01 | 41 | Joint | REGNRegeneron Pharmaceuticals, Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-11-29 | 2024-10-28 | 32 | Joint | CRMSalesforce, Inc. Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-11-29 | 2024-10-28 | 32 | Joint | ASMLASML Holding N.V. - New York Registry Shares | Sale | $15,001 - $50,000 | Clerk → |
| 2024-10-11 | 2024-09-24 | 17 | Joint | GDGeneral Dynamics Corporation Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-10-11 | 2024-09-24 | 17 | Joint | MRKMerck & Company, Inc. Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2024-10-11 | 2024-09-19 | 22 | Joint | AESThe AES Corporation Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2024-10-11 | 2024-09-19 | 22 | Joint | ARMKAramark Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-09-20 | 2024-08-26 | 25 | Joint | LRCXLam Research Corporation - Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2024-09-20 | 2024-08-26 | 25 | Joint | SPGSimon Property Group, Inc. Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-08-12 | 2024-07-23 | 20 | Joint | TECKTeck Resources Ltd Ordinary Shares | Sale | $15,001 - $50,000 | Clerk → |
| 2024-08-12 | 2024-07-09 | 34 | Joint | TECKTeck Resources Ltd Ordinary Shares | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-08-12 | 2024-07-09 | 34 | Joint | CRMSalesforce, Inc. Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2024-08-12 | 2024-07-09 | 34 | Joint | AESThe AES Corporation Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-08-12 | 2024-07-05 | 38 | Joint | COPConocoPhillips Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2024-08-12 | 2024-07-03 | 40 | Joint | ACIAlbertsons Companies, Inc. Class A Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2024-08-12 | 2024-07-03 | 40 | Joint | CPNGCoupang, Inc. Class A Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-05-07 | 2024-04-24 | 13 | Joint | JPMJP Morgan Chase & Co. Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-05-07 | 2024-04-24 | 13 | Joint | HXLHexcel Corporation Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2024-05-07 | 2024-04-02 | 35 | Joint | COPConocoPhillips Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-05-07 | 2024-04-02 | 35 | Joint | LULUlululemon athletica inc. - Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2024-04-24 | 2024-03-13 | 42 | Joint | AAPLApple Inc. - Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2024-04-24 | 2024-03-13 | 42 | Joint | AMATApplied Materials, Inc. - Common Stock | Purchase | $50,001 - $100,000 | Clerk → |
| 2024-04-24 | 2024-03-13 | 42 | Joint | ADIAnalog Devices, Inc. - Common Stock | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2024-04-24 | 2024-03-13 | 42 | Joint | ASMLASML Holding N.V. - New York Registry Shares | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-04-24 | 2024-03-13 | 42 | Joint | INTCIntel Corporation - Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2024-03-19 | 2024-02-16 | 32 | Joint | HXLHexcel Corporation Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-02-15 | 2024-01-19 | 27 | Joint | LRCXLam Research Corporation - Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-02-15 | 2024-01-17 | 29 | Joint | WWayfair Inc. Class A Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2024-02-15 | 2024-01-17 | 29 | Joint | REGNRegeneron Pharmaceuticals, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-02-15 | 2024-01-12 | 34 | Joint | CAHCardinal Health, Inc. Common Stock | Purchase | $50,001 - $100,000 | Clerk → |
| 2024-02-15 | 2024-01-08 | 38 | Joint | BPBP p.l.c. Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2024-02-15 | 2024-01-08 | 38 | Joint | INTCIntel Corporation - Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-01-12 | 2023-12-20 | 23 | Joint | HEIHeico Corporation | Sale | $15,001 - $50,000 | Clerk → |
| 2024-01-12 | 2023-12-20 | 23 | Joint | WWayfair Inc. Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-01-12 | 2023-12-15 | 28 | Joint | WWayfair Inc. Class A | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-01-12 | 2023-12-14 | 29 | Joint | ACIAlbertsons Companies, Inc. Class A | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-01-12 | 2023-12-01 | 42 | Joint | PANWPalo Alto Networks, Inc. | Purchase | $50,001 - $100,000 | Clerk → |
| 2023-12-04 | 2023-11-16 | 18 | Joint | HONHoneywell International Inc. | Sale | $50,001 - $100,000 | Clerk → |
| 2023-12-04 | 2023-11-16 | 18 | Joint | ASMLASML Holding N.V. - New York Registry Shares | Sale | $15,001 - $50,000 | Clerk → |
| 2023-12-04 | 2023-11-16 | 18 | Joint | ChampionX Corporation | Sale | $15,001 - $50,000 | Clerk → |
| 2023-12-04 | 2023-11-07 | 27 | Joint | TMUST-Mobile US, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-11-16 | 2023-10-30 | 17 | Joint | HSYThe Hershey Company | Sale | $15,001 - $50,000 | Clerk → |
| 2023-11-16 | 2023-10-30 | 17 | Joint | LULUlululemon athletica inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-11-16 | 2023-10-11 | 36 | Joint | GPKGraphic Packaging Holding Company | Sale | $15,001 - $50,000 | Clerk → |
| 2023-11-16 | 2023-10-11 | 36 | Joint | MARMarriott International - Class A | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-11-16 | 2023-10-04 | 43 | Joint | NEENextEra Energy, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2023-11-01 | 2023-09-26 | 36 | Joint | DTEDTE Energy Company | Sale | $15,001 - $50,000 | Clerk → |
| 2023-11-01 | 2023-09-19 | 43 | Joint | ChampionX Corporation | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-11-01 | 2023-09-19 | 43 | Joint | NEENextEra Energy, Inc. | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2023-09-11 | 2023-08-31 | 11 | Joint | TIMBTIM S.A. American Depositary Shares | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-09-11 | 2023-08-31 | 11 | Joint | WCNWaste Connections, Inc. Common Shares | Sale | $15,001 - $50,000 | Clerk → |
| 2023-09-11 | 2023-08-29 | 13 | Joint | NEENextEra Energy, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-09-11 | 2023-08-29 | 13 | Joint | EMEEMCOR Group, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-08-09 | 2023-07-31 | 9 | Joint | LINLinde plc Ordinary Shares | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-08-09 | 2023-07-18 | 22 | Joint | NEENextEra Energy, Inc. | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2023-08-09 | 2023-07-18 | 22 | Joint | LINLinde plc Ordinary Shares | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-07-07 | 2023-06-23 | 14 | Joint | REGNRegeneron Pharmaceuticals, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-07-07 | 2023-06-23 | 14 | Joint | DEDeere & Company | Sale | $15,001 - $50,000 | Clerk → |
| 2023-07-07 | 2023-06-09 | 28 | Joint | CRMSalesforce, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-07-07 | 2023-06-07 | 30 | Joint | GOOGLAlphabet Inc. - Class A | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-07-07 | 2023-06-07 | 30 | Joint | ELEstee Lauder Companies, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2023-07-07 | 2023-06-06 | 31 | Joint | MARMarriott International - Class A | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-06-06 | 2023-05-26 | 11 | Joint | ASMLASML Holding N.V. - New York Registry Shares | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-06-06 | 2023-05-26 | 11 | Joint | NEENextEra Energy, Inc. | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2023-06-06 | 2023-05-23 | 14 | Joint | MELIMercadoLibre, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-06-06 | 2023-05-12 | 25 | Joint | BPBP p.l.c. | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-06-06 | 2023-05-02 | 35 | Joint | ELEstee Lauder Companies, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-06-06 | 2023-05-01 | 36 | Joint | HONHoneywell International Inc. | Purchase | $50,001 - $100,000 | Clerk → |
| 2023-05-12 | 2023-04-28 | 14 | Member | 3 I Roadwork, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-05-12 | 2023-04-14 | 28 | Joint | BHFBrighthouse Financial, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2023-05-12 | 2023-04-14 | 28 | Joint | Illinois Housing Dev Auth 1.9%; Due 10/1/2033 | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-05-12 | 2023-04-14 | 28 | Joint | NVDANVIDIA Corporation | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-05-12 | 2023-02-28 | 73 ·>45 | Joint | UNHUnitedHealth Group Incorporated Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2023-05-12 | 2023-02-28 | 73 ·>45 | Joint | BHFBrighthouse Financial, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-05-12 | 2023-01-23 | 109 ·>45 | Joint | AMEAMETEK, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-05-12 | 2023-01-17 | 115 ·>45 | Joint | DEDeere & Company | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-05-12 | 2023-01-10 | 122 ·>45 | Joint | VVisa Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-05-12 | 2023-01-09 | 123 ·>45 | Joint | PHParker-Hannifin Corporation | Purchase | $15,001 - $50,000 | Clerk → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2025 report.
78 assets with a value on the report filed 2026-04-27, 49 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) |
|---|---|---|---|
| Chase Bank | Other | Joint | $100,001 - $250,000 |
| R.E. Partnerships 1802 E. 71st St. LLC Roseland Building Venture | Other | Joint | $250,001 - $500,000 |
| S. Cornell Property | Other | Joint | $100,001 - $250,000 |
| S. King Drive Property | Other | Joint | $250,001 - $500,000 |
| Vanguard Target Retirement 2030 Fund | Fund | Spouse | $50,001 - $100,000 |
| American Funds 2030 Target Date Retirement Fd Cl R-6 | Fund | Spouse | None |
| AMZNAmazon.com, Inc. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| Calamos Market Neutral Fd Cl I | Fund | Spouse | $15,001 - $50,000 |
| Columbia Dividend Income Fund Class I | Fund | Spouse | $15,001 - $50,000 |
| Davis Opportunity Fd Class Y | Fund | Spouse | $15,001 - $50,000 |
| First Trust Global Tactical Commodity Strategy Fund | Fund | Spouse | $1,001 - $15,000 |
| First Trust RBA American Industrial Renaissance ETF | Fund | Spouse | $1,001 - $15,000 |
| Invesco QQQ Trust, Series 1 | Fund | Spouse | $15,001 - $50,000 |
| iShares Core MSCI Pacific ETF | Fund | Spouse | $1,001 - $15,000 |
| iShares Core S&P Total U.S. Stock Market ETF | Fund | Spouse | $15,001 - $50,000 |
| MCKMcKesson Corporation Common Stock | Stock | Spouse | $1,001 - $15,000 |
| MORGAN STANLEY BANK N.A. # | Other | Spouse | $1,001 - $15,000 |
| Performance Trust Total Return Bond Fund-Institutional Class | Fund | Spouse | $15,001 - $50,000 |
| HOODRobinhood Markets, Inc. - Class A Common Stock | Stock | Spouse | $1,001 - $15,000 |
| Shenkman Capital Short Duration High Income Fund Class F | Fund | Spouse | $15,001 - $50,000 |
| State Street SPDR Bloomberg Convertible Securities ETF | Fund | Spouse | $1,001 - $15,000 |
| THCTenet Healthcare Corporation Common Stock | Stock | Spouse | $1,001 - $15,000 |
| TYGTortoise Energy Infrastructure Corporation Common Stock | Fund | Spouse | $1,001 - $15,000 |
| WMBWilliams Companies, Inc. | Stock | Spouse | $1,001 - $15,000 |
| AVGOBroadcom Inc. - Common Stock | Stock | Member | $1,001 - $15,000 |
| CAHCardinal Health, Inc. Common Stock | Stock | Member | $1,001 - $15,000 |
| CWCurtiss-Wright Corporation Common Stock | Stock | Member | $1,001 - $15,000 |
| EMEEMCOR Group, Inc. Common Stock | Stock | Member | $1,001 - $15,000 |
| IBMInternational Business Machines Corporation Common Stock | Stock | Member | $1,001 - $15,000 |
| iShares Russell Midcap Growth ETF | Fund | Member | None |
| JPMJP Morgan Chase & Co. Common Stock | Stock | Member | $1,001 - $15,000 |
| MSFTMicrosoft Corporation - Common Stock | Stock | Member | None |
| MORGAN STANLEY BANK N.A. # | Other | Member | $1 - $1,000 |
| ORLYO'Reilly Automotive, Inc. - Common Stock | Stock | Member | $1,001 - $15,000 |
| PHParker-Hannifin Corporation Common Stock | Stock | Member | $1,001 - $15,000 |
| SHOPShopify Inc. - Class A Subordinate Voting Shares | Stock | Member | $1,001 - $15,000 |
| HIGThe Hartford Insurance Group, Inc. Common Stock | Stock | Member | $1,001 - $15,000 |
| WMTWalmart Inc. - Common Stock | Stock | Member | $1,001 - $15,000 |
| GOOGLAlphabet Inc. - Class A Common Stock | Stock | Joint | None |
| AMZNAmazon.com, Inc. - Common Stock | Stock | Joint | None |
| AMEAMETEK, Inc. | Stock | Joint | $50,001 - $100,000 |
| ARMKAramark Common Stock | Stock | Joint | None |
| BlackRock Liquidity Funds FedFund - Premier | Fund | Joint | None |
| CAHCardinal Health, Inc. Common Stock | Stock | Joint | $100,001 - $250,000 |
| CHDChurch & Dwight Company, Inc. Common Stock | Stock | Joint | None |
| COOK CNTY ILL SCH DIST NO 081 SCHILLER OID | Bond | Joint | $15,001 - $50,000 |
| CPNGCoupang, Inc. Class A Common Stock | Stock | Joint | $15,001 - $50,000 |
| DOCSDoximity, Inc. Class A Common Stock | Stock | Joint | None |
| LLYEli Lilly and Company Common Stock | Stock | Joint | None |
| EMEEMCOR Group, Inc. Common Stock | Stock | Joint | $15,001 - $50,000 |
| HIGHartford Financial Services Group, Inc. | Stock | Joint | $50,001 - $100,000 |
| ILLINOIS HSG DEV AUTH REV; 1.9%; Due 10/01/2033 | Bond | Joint | $1,001 - $15,000 |
| ILLINOIS ST GENL OBLIG | Bond | Joint | $1,001 - $15,000 |
| ILLINOIS WESLEYAN UNIV FIN REV RE; 4.0%; Due 09/01/2041 | Bond | Joint | $15,001 - $50,000 |
| IBMInternational Business Machines Corporation Common Stock | Stock | Joint | $50,001 - $100,000 |
| iShares Russell Midcap Growth ETF | Fund | Joint | None |
| JPMJP Morgan Chase & Co. Common Stock | Stock | Joint | $15,001 - $50,000 |
| LINLinde plc - Ordinary Shares | Stock | Joint | None |
| MARMarriott International - Class A Common Stock | Stock | Joint | $50,001 - $100,000 |
| MCKMcKesson Corporation | Stock | Joint | $50,001 - $100,000 |
| MELIMercadoLibre, Inc. - Common Stock | Stock | Joint | None |
| METAMeta Platforms, Inc. - Class A Common Stock | Stock | Joint | None |
| MSFTMicrosoft Corporation | Stock | Joint | $100,001 - $250,000 |
| MORGAN STANLEY BANK N.A. # | Other | Joint | $15,001 - $50,000 |
| NFLXNetflix, Inc. - Common Stock | Stock | Joint | None |
| NVDANVIDIA Corporation | Stock | Joint | $100,001 - $250,000 |
| ORLYO'Reilly Automotive, Inc. - Common Stock | Stock | Joint | $15,001 - $50,000 |
| PLTRPalantir Technologies Inc. - Class A Common Stock | Stock | Joint | $15,001 - $50,000 |
| PANWPalo Alto Networks, Inc. | Stock | Joint | $50,001 - $100,000 |
| PHParker-Hannifin Corporation Common Stock | Stock | Joint | $100,001 - $250,000 |
| HOODRobinhood Markets, Inc. - Class A Common Stock | Stock | Joint | None |
| CRMSalesforce, Inc. Common Stock | Stock | Joint | None |
| SHOPShopify Inc. - Class A Subordinate Voting Shares | Stock | Joint | $100,001 - $250,000 |
| SPGSimon Property Group, Inc. Common Stock | Stock | Joint | $15,001 - $50,000 |
| TMUST-Mobile US, Inc. | Stock | Joint | $50,001 - $100,000 |
| THCTenet Healthcare Corporation Common Stock | Stock | Joint | $15,001 - $50,000 |
| VVisa Inc. | Stock | Joint | $50,001 - $100,000 |
| Vanguard Target Retirement 2030 Fund | Fund | Spouse | None |
How reports are read: holdings methodology.