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PalanorPalanor

Congressional stock trades · Member

Thomas H. Kean, Jr.

Representative · NJ-7 · Republican

186 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 3 annual reports are below.

Current committees: House Committee on Energy and Commerce; House Committee on Foreign Affairs.

DisclosedTradedDaysOwnerAssetTypeAmount range (as filed)Source
2026-09-122026-08-2716MemberMSFTMicrosoft Corporation - Common StockSale (partial)$15,001 - $50,000Clerk →
2026-09-122026-08-2716MemberJNJJohnson & Johnson Common StockSale (partial)$1,001 - $15,000Clerk →
2026-09-122026-08-2716MemberGOOGLAlphabet Inc. - Class A Common StockSale (partial)$1,001 - $15,000Clerk →
2026-09-122026-08-2122MemberMTZMasTec, Inc. Common StockPurchase$1,001 - $15,000Clerk →
2026-09-122026-08-1033MemberAMCRAmcor plc Ordinary SharesSale (partial)$1,001 - $15,000Clerk →
2026-09-122026-08-1033MemberLINLinde plc - Ordinary SharesPurchase$1,001 - $15,000Clerk →
2026-08-182026-07-2227MemberGOOGLAlphabet Inc. - Class A Common StockSale (partial)$1,001 - $15,000Clerk →
2026-08-182026-07-2227MemberSYKStryker Corporation Common StockSale (partial)$1,001 - $15,000Clerk →
2026-08-182026-07-0841MemberAMZNAmazon.com, Inc. - Common StockPurchase$1,001 - $15,000Clerk →
2026-08-182026-07-0841MemberTOSTToast, Inc. Class A Common StockPurchase$1,001 - $15,000Clerk →
2026-08-182026-07-0742MemberESABESAB Corporation Common StockPurchase$1,001 - $15,000Clerk →
2026-08-182026-07-0742MemberEQTEQT Corporation Common StockPurchase$1,001 - $15,000Clerk →
2026-07-152026-06-3015MemberADIAnalog Devices, Inc. - Common StockSale (partial)$1,001 - $15,000Clerk →
2026-07-152026-06-2916MemberJNJJohnson & Johnson Common StockSale (partial)$1,001 - $15,000Clerk →
2026-07-152026-06-2916MemberSPGIS&P Global Inc. Common StockSale (partial)$1,001 - $15,000Clerk →
2026-07-152026-06-2916MemberMKLMarkel Group Inc. Common StockSale (partial)$1,001 - $15,000Clerk →
2026-07-152026-06-2421MemberGOOGLAlphabet Inc. - Class A Common StockSale (partial)$15,001 - $50,000Clerk →
2026-07-152026-06-2421MemberESABESAB Corporation Common StockPurchase$1,001 - $15,000Clerk →
2026-07-152026-06-2223MemberESABESAB Corporation Common StockPurchase$1,001 - $15,000Clerk →
2026-07-152026-06-1728MemberU.S. Treasury Note 3.875% 6/15/2028Purchase$15,001 - $50,000Clerk →
2026-07-152026-06-1728MemberGILGildan Activewear, Inc. Class A Sub. Vot. Common StockSale$1,001 - $15,000Clerk →
2026-07-152026-06-0441MemberWPMWheaton Precious Metals Corp Common SharesPurchase$1,001 - $15,000Clerk →
2026-07-152026-06-0243MemberSYKStryker Corporation Common StockSale (partial)$1,001 - $15,000Clerk →
2026-07-152026-06-0243MemberGOOGLAlphabet Inc. - Class A Common StockSale (partial)$1,001 - $15,000Clerk →
2026-07-152026-06-0243MemberGILGildan Activewear, Inc. Class A Sub. Vot. Common StockPurchase$1,001 - $15,000Clerk →
2026-07-152026-06-0243MemberMKLMarkel Group Inc. Common StockSale (partial)$1,001 - $15,000Clerk →
2026-07-152026-06-0243MemberMSFTMicrosoft Corporation - Common StockSale (partial)$1,001 - $15,000Clerk →
2026-07-152026-06-0243MemberJNJJohnson & Johnson Common StockSale (partial)$1,001 - $15,000Clerk →
2026-07-152026-06-0144MemberCHKPCheck Point Software Technologies Ltd. - Ordinary SharesSale$1,001 - $15,000Clerk →
2026-06-182026-06-0117MemberCHKPCheck Point Software Technologies Ltd. - Ordinary SharesSale (partial)$1,001 - $15,000Clerk →
2026-06-182026-06-0117MemberEQTEQT Corporation Common StockPurchase$1,001 - $15,000Clerk →
2026-06-182026-05-2128MemberBDXBecton, Dickinson and Company Common StockSale$1,001 - $15,000Clerk →
2026-06-182026-05-1435MemberAMCRAmcor plc Ordinary SharesPurchase$1,001 - $15,000Clerk →
2026-06-182026-05-0445MemberU.S. Treasury NotePurchase$50,001 - $100,000Clerk →
2026-05-222026-04-2923MemberADIAnalog Devices, Inc. - Common StockSale (partial)$1,001 - $15,000Clerk →
2026-05-222026-04-2131MemberTTWOTake-Two Interactive Software, Inc. - Common StockSale$1,001 - $15,000Clerk →
2026-05-222026-04-1537MemberNVTnVent Electric plc Ordinary SharesSale (partial)$1,001 - $15,000Clerk →
2026-05-222026-04-1438MemberTXNTexas Instruments Incorporated - Common StockPurchase$1,001 - $15,000Clerk →
2026-05-222026-04-1438MemberFCNCAFirst Citizens BancShares, Inc. - Class A Common StockSale$1,001 - $15,000Clerk →
2026-04-132026-03-3113MemberAMCRAmcor plc Ordinary SharesPurchase$1,001 - $15,000Clerk →
2026-04-132026-03-2618MemberJNJJohnson & Johnson Common StockSale (partial)$1,001 - $15,000Clerk →
2026-04-132026-03-2618MemberLINLinde plc - Ordinary SharesPurchase$1,001 - $15,000Clerk →
2026-04-132026-03-2618MemberCBChubb Limited Common StockSale (partial)$15,001 - $50,000Clerk →
2026-04-132026-03-2618MemberSPGIS&P Global Inc. Common StockSale (partial)$15,001 - $50,000Clerk →
2026-04-132026-03-2618MemberFCNCAFirst Citizens BancShares, Inc. - Class A Common StockSale (partial)$1,001 - $15,000Clerk →
2026-04-132026-03-2618MemberPEPPepsico, Inc.Sale (partial)$15,001 - $50,000Clerk →
2026-04-132026-03-1034MemberWATWaters Corporation Common StockSale (partial)$1,001 - $15,000Clerk →
2026-03-182026-02-1828MemberU.S. Treasury NotePurchase$50,001 - $100,000Clerk →
2026-03-182026-02-1828MemberLINLinde plc - Ordinary SharesPurchase$1,001 - $15,000Clerk →
2026-03-182026-02-1828MemberU.S. Treasury NotePurchase$50,001 - $100,000Clerk →
2026-03-182026-02-1333MemberWATWaters Corporation Common StockSale (partial)$1,001 - $15,000Clerk →
2026-03-182026-02-0541MemberFCNCAFirst Citizens BancShares, Inc. - Class A Common StockPurchase$1,001 - $15,000Clerk →
2026-03-182026-02-0541MemberGOOGLAlphabet Inc. - Class A Common StockSale (partial)$15,001 - $50,000Clerk →
2026-02-192026-01-2921MemberABTAbbott Laboratories Common StockPurchase$1,001 - $15,000Clerk →
2026-02-192026-01-2327MemberMKLMarkel Group Inc. Common StockSale (partial)$15,001 - $50,000Clerk →
2026-02-192026-01-2327MemberMSFTMicrosoft Corporation - Common StockSale (partial)$1,001 - $15,000Clerk →
2026-02-192026-01-2327MemberSYKStryker Corporation Common StockSale (partial)$15,001 - $50,000Clerk →
2026-02-192026-01-2327MemberJNJJohnson & Johnson Common StockSale (partial)$15,001 - $50,000Clerk →
2026-02-192026-01-0743MemberGMGeneral Motors Company Common StockSale$1,001 - $15,000Clerk →
2026-01-162025-12-3116MemberU.S. Treasury NotePurchase$15,001 - $50,000Clerk →
2026-01-162025-12-1631MemberLLYVALiberty Media Corporation - Series A Liberty Live Common StockExchange$1,001 - $15,000Clerk →
2026-01-162025-12-1631MemberLLYVKLiberty Media Corporation - Series C Liberty Live Common StockExchange$1,001 - $15,000Clerk →
2026-01-162025-12-0245MemberSUNRISE COMMS AG ADR ASale$1,001 - $15,000Clerk →
2025-12-192025-11-2623MemberTXNTexas Instruments Incorporated - Common StockPurchase$1,001 - $15,000Clerk →
2025-12-192025-11-2029MemberSYKStryker Corporation Common StockSale (partial)$15,001 - $50,000Clerk →
2025-12-192025-11-2029MemberJNJJohnson & Johnson Common StockSale (partial)$15,001 - $50,000Clerk →
2025-11-172025-10-3117MemberFISVFiserv, Inc.Sale$1,001 - $15,000Clerk →
2025-11-172025-10-1731MemberU.S. Treasury NotePurchase$100,001 - $250,000Clerk →
2025-10-142025-09-2519MemberICEIntercontinental Exchange Inc. Common StockPurchase$1,001 - $15,000Clerk →
2025-10-142025-09-1529MemberORCLOracle Corporation Common StockSale (partial)$1,001 - $15,000Clerk →
2025-10-142025-09-1232MemberORCLOracle Corporation Common StockSale (partial)$15,001 - $50,000Clerk →
2025-10-142025-09-1232MemberSYKStryker Corporation Common StockSale (partial)$15,001 - $50,000Clerk →
2025-10-142025-09-1232MemberMKLMarkel Group Inc. Common StockSale (partial)$15,001 - $50,000Clerk →
2025-10-142025-09-0341MemberFNVFranco-Nevada CorporationPurchase$1,001 - $15,000Clerk →
2025-10-142025-09-0341MemberDHRDanaher Corporation Common StockPurchase$1,001 - $15,000Clerk →
2025-10-142025-09-0341MemberBENFranklin Resources, Inc. Common StockSale$15,001 - $50,000Clerk →
2025-09-182025-08-2524MemberSYKStryker Corporation Common StockSale (partial)$1,001 - $15,000Clerk →
2025-09-182025-08-2524MemberMSFTMicrosoft Corporation - Common StockSale (partial)$1,001 - $15,000Clerk →
2025-09-182025-08-2227MemberCPCanadian Pacific Kansas City Limited Common SharesPurchase$1,001 - $15,000Clerk →
2025-09-182025-08-1534MemberAMCRAmcor plc Ordinary SharesPurchase$1,001 - $15,000Clerk →
2025-09-182025-08-0445MemberCHKPCheck Point Software Technologies Ltd. - Ordinary SharesPurchase$1,001 - $15,000Clerk →
2025-08-202025-07-3120MemberSYKStryker Corporation Common StockSale (partial)$15,001 - $50,000Clerk →
2025-08-202025-07-3120MemberJNJJohnson & Johnson Common StockSale (partial)$15,001 - $50,000Clerk →
2025-08-202025-07-2922MemberCHKPCheck Point Software Technologies Ltd. - Ordinary SharesPurchase$15,001 - $50,000Clerk →
2025-08-202025-07-2922MemberADBEAdobe Inc. - Common StockSale$1,001 - $15,000Clerk →
2025-08-202025-07-2130MemberABTAbbott Laboratories Common StockPurchase$1,001 - $15,000Clerk →
2025-08-202025-07-1536SpouseLBRDKLiberty Broadband Corporation - Class C Common StockExchange$1,001 - $15,000Clerk →
2025-07-162025-06-3016MemberPLDPrologis, Inc. Common StockPurchase$1,001 - $15,000Clerk →
2025-07-162025-06-2620MemberSYKStryker Corporation Common StockSale (partial)$15,001 - $50,000Clerk →
2025-07-162025-06-2323MemberWCCWESCO International, Inc. Common StockSale$1,001 - $15,000Clerk →
2025-07-162025-06-1135MemberDHRDanaher Corporation Common StockPurchase$1,001 - $15,000Clerk →
2025-06-172025-05-2721MemberAONAon plc Class A Ordinary SharesPurchase$1,001 - $15,000Clerk →
2025-06-172025-05-1335MemberBDXBecton, Dickinson and Company Common StockPurchase$1,001 - $15,000Clerk →
2025-06-172025-05-0840MemberCCKCrown Holdings, Inc.Sale (partial)$1,001 - $15,000Clerk →
2025-06-172025-05-0840MemberAMZNAmazon.com, Inc. - Common StockPurchase$1,001 - $15,000Clerk →
2025-06-172025-05-0543MemberTMOThermo Fisher Scientific Inc Common StockPurchase$1,001 - $15,000Clerk →
2025-05-152025-04-2817MemberBENFranklin Resources, Inc. Common StockSale (partial)$1,001 - $15,000Clerk →
2025-05-152025-04-2421MemberPLDPrologis, Inc. Common StockPurchase$1,001 - $15,000Clerk →
2025-05-152025-04-2421MemberAMZNAmazon.com, Inc. - Common StockPurchase$1,001 - $15,000Clerk →
2025-05-152025-04-2421MemberADIAnalog Devices, Inc. - Common StockPurchase$1,001 - $15,000Clerk →
2025-05-152025-04-2421MemberFISVFiserv, Inc. Common StockPurchase$1,001 - $15,000Clerk →
2025-05-152025-04-1134MemberFCNCAFirst Citizens BancShares, Inc. - Class A Common StockPurchase$1,001 - $15,000Clerk →
2025-05-152025-04-1035MemberFTVFortive Corporation Common StockSale$1,001 - $15,000Clerk →
2025-05-152025-04-1035MemberCPCanadian Pacific Kansas City Limited Common SharesPurchase$1,001 - $15,000Clerk →
2025-05-152025-04-1035MemberFCNCAFirst Citizens BancShares, Inc. - Class A Common StockPurchase$1,001 - $15,000Clerk →
2025-04-182025-04-0117MemberNVTnVent Electric plc Ordinary SharesPurchase$1,001 - $15,000Clerk →
2025-04-182025-04-0117MemberILMNIllumina, Inc. - Common StockPurchase$1,001 - $15,000Clerk →
2025-04-182025-03-0742MemberNVTnVent Electric plc Ordinary SharesPurchase$1,001 - $15,000Clerk →
2025-03-142025-02-2616MemberAMZNAmazon.com, Inc. - Common StockPurchase$1,001 - $15,000Clerk →
2025-03-142025-02-2616MemberSYKStryker Corporation Common StockSale (partial)$15,001 - $50,000Clerk →
2025-03-142025-02-1230MemberMAGNMagnera Corporation Common StockSale$1,001 - $15,000Clerk →
2025-03-142025-02-0735MemberMDLZMondelez International, Inc. - Class A Common StockPurchase$1,001 - $15,000Clerk →
2025-03-142025-02-0735MemberPERNOD RICARD S A SP/ADRSale$1,001 - $15,000Clerk →
2025-02-192025-01-3119MemberMSFTMicrosoft Corporation - Common StockPurchase$1,001 - $15,000Clerk →
2025-02-192025-01-1634MemberAMZNAmazon.com, Inc. - Common StockPurchase$1,001 - $15,000Clerk →
2025-02-192025-01-0743MemberCCKCrown Holdings, Inc.Purchase$1,001 - $15,000Clerk →
2025-01-222024-12-2726MemberPERNOD RICARD S A SP/ADRPurchase$1,001 - $15,000Clerk →
2025-01-222024-12-2726MemberCPCanadian Pacific Kansas City Limited Common SharesPurchase$1,001 - $15,000Clerk →
2025-01-222024-12-1934MemberGOOGAlphabet Inc. - Class C Capital StockSale$1,001 - $15,000Clerk →
2025-01-222024-12-1637MemberPLDPrologis, Inc. Common StockPurchase$1,001 - $15,000Clerk →
2025-01-222024-12-1637MemberABTAbbott Laboratories Common StockPurchase$1,001 - $15,000Clerk →
2025-01-222024-12-1637MemberBENFranklin Resources, Inc. Common StockSale (partial)$1,001 - $15,000Clerk →
2025-01-222024-12-1340MemberADIAnalog Devices, Inc. - Common StockPurchase$1,001 - $15,000Clerk →
2024-12-162024-11-1333MemberLBTYKLiberty Global Ltd. - Class C Common SharesExchange$1,001 - $15,000Clerk →
2024-12-162024-11-1333MemberSunrise Communications AG - American Depositary Shares representing Class A sharesExchange$1,001 - $15,000Clerk →
2024-12-162024-11-1333MemberLBTYKLiberty Global Ltd. - Class C Common SharesExchange$15,001 - $50,000Clerk →
2024-12-162024-11-0442MemberFTVFortive Corporation Common StockPurchase$1,001 - $15,000Clerk →
2024-12-162024-11-0442MemberPernod Ricard Ord Ordinary SharesSale$1,001 - $15,000Clerk →
2024-10-152024-09-3015MemberAMTMAmentum Holdings, Inc. Common StockExchange$1,001 - $15,000Clerk →
2024-10-152024-09-3015MemberJJacobs Solutions Inc. Common StockExchange$15,001 - $50,000Clerk →
2024-10-152024-09-3015MemberJJacobs Solutions Inc. Common StockExchange$1,001 - $15,000Clerk →
2024-10-152024-09-3015MemberJJacobs Solutions Inc. Common StockExchange$15,001 - $50,000Clerk →
2024-10-152024-09-3015MemberAMTMAmentum Holdings, Inc. Common StockExchange$1,001 - $15,000Clerk →
2024-10-152024-09-3015MemberJJacobs Solutions Inc. Common StockExchange$15,001 - $50,000Clerk →
2024-10-152024-09-3015MemberJJacobs Solutions Inc. Common StockExchange$15,001 - $50,000Clerk →
2024-10-152024-09-3015MemberJJacobs Solutions Inc. Common StockExchange$15,001 - $50,000Clerk →
2024-10-152024-09-3015MemberAMTMAmentum Holdings, Inc. Common StockExchange$1,001 - $15,000Clerk →
2024-10-152024-09-3015MemberJJacobs Solutions Inc. Common StockExchange$15,001 - $50,000Clerk →
2024-10-152024-09-3015MemberJJacobs Solutions Inc. Common StockExchange$15,001 - $50,000Clerk →
2024-10-152024-09-3015MemberAMTMAmentum Holdings, Inc. Common StockExchange$1,001 - $15,000Clerk →
2024-10-152024-09-1134MemberNKENike, Inc. Common StockSale (partial)$1,001 - $15,000Clerk →
2024-10-152024-09-1035MemberLiberty Media Corporation - Series A Liberty SiriusXM Common StockExchange$1,001 - $15,000Clerk →
2024-10-152024-09-1035MemberLiberty Media Corporation - Series C Liberty SiriusXM Common StockExchange$1,001 - $15,000Clerk →
2024-10-152024-09-1035MemberSIRISiriusXM Holdings Inc. - Common StockExchange$1,001 - $15,000Clerk →
2024-09-202024-08-0249 ·>45MemberFTVFortive Corporation Common StockPurchase$1,001 - $15,000Clerk →
2024-08-192024-07-2327MemberABTAbbott Laboratories Common StockPurchase$1,001 - $15,000Clerk →
2024-08-132023-09-19329 ·>45MemberRegal Bancorp Inc.Sale$1,001 - $15,000Clerk →
2024-07-202024-06-0644MemberNKENike, Inc. Common StockPurchase$1,001 - $15,000Clerk →
2024-06-182024-05-2425MemberBDXBecton, Dickinson and Company Common StockPurchase$1,001 - $15,000Clerk →
2024-06-182024-05-2227MemberFISVFiserv, Inc. Common StockPurchase$1,001 - $15,000Clerk →
2024-06-182024-05-0643MemberAONAon plc Class A Ordinary SharesPurchase$1,001 - $15,000Clerk →
2024-05-302024-04-1941MemberNKENike, Inc. Common StockSale (partial)$1,001 - $15,000Clerk →
2024-05-302024-04-1941MemberILMNIllumina, Inc. - Common StockPurchase$1,001 - $15,000Clerk →
2024-03-182024-02-2225MemberNKENike, Inc. Common StockPurchase$1,001 - $15,000Clerk →
2024-03-182024-02-1235MemberBerry Global Group, Inc. Common StockPurchase$1,001 - $15,000Clerk →
2024-02-202024-01-3021MemberPERNOD RICARD S A SP/ADRPurchase$1,001 - $15,000Clerk →
2024-02-202024-01-1140MemberBDXBecton, Dickinson and Company Common StockPurchase$1,001 - $15,000Clerk →
2024-01-262023-12-1443MemberORCLOracle CorporationPurchase$1,001 - $15,000Clerk →
2023-11-172023-10-0444MemberVmware, Inc. Common stock, Class ASale$1,001 - $15,000Clerk →
2023-09-182023-07-3149 ·>45MemberDHRDanaher CorporationPurchase$1,001 - $15,000Clerk →
2023-09-182023-06-1298 ·>45MemberGPNGlobal Payments Inc.Sale$1,001 - $15,000Clerk →
2023-09-182023-06-1298 ·>45MemberFISFidelity National Information Services, Inc.Purchase$1,001 - $15,000Clerk →
2023-09-182023-05-04137 ·>45MemberFISFidelity National Information Services, Inc.Sale$1,001 - $15,000Clerk →
2023-09-182023-04-19152 ·>45MemberCCKCrown Holdings, Inc.Purchase$1,001 - $15,000Clerk →
2023-09-182023-04-03168 ·>45MemberJPMJP Morgan Chase & Co.Purchase$1,001 - $15,000Clerk →
2023-09-152023-08-0442MemberLiberty Media Corporation - Series C Liberty SiriusXMExchange$1,001 - $15,000Clerk →
2023-09-152023-08-0442MemberLiberty Media Corporation - Series A Liberty SiriusXMExchange$1,001 - $15,000Clerk →
2023-09-152023-08-0442MemberLiberty Media Corporation - Series C Liberty SiriusXMExchange$1,001 - $15,000Clerk →
2023-09-152023-08-0442MemberLLYVKLiberty Media Corporation - Series C Liberty LiveExchange$1,001 - $15,000Clerk →
2023-09-152023-08-0442MemberLiberty Media Corporation - Series A Liberty SiriusXMExchange$1,001 - $15,000Clerk →
2023-09-152023-08-0442MemberLLYVALiberty Media Corporation - Series A Liberty LiveExchange$1,001 - $15,000Clerk →
2023-08-132023-07-1925MemberBATRKAtlanta Braves Holdings, Inc. - Series CExchange$1,001 - $15,000Clerk →
2023-04-132023-03-1628MemberWCCWESCO International, Inc.Purchase$15,001 - $50,000Clerk →
2023-03-112023-02-2415MemberJNJJohnson & JohnsonSale (partial)$15,001 - $50,000Clerk →
2023-03-112023-02-2415MemberSYKStryker CorporationSale (partial)$15,001 - $50,000Clerk →
2023-02-112023-01-2715MemberSYKStryker CorporationSale (partial)$15,001 - $50,000Clerk →
2023-02-112023-01-2715MemberJNJJohnson & JohnsonSale (partial)$15,001 - $50,000Clerk →
2023-02-112023-01-2715MemberSPGIS&P Global Inc.Sale (partial)$15,001 - $50,000Clerk →
2023-02-112023-01-2715MemberAONAon plc Class A Ordinary SharesSale (partial)$15,001 - $50,000Clerk →
2023-02-112023-01-2715MemberBAC.PLBank of America 7.25% Conv Pfd Series LPurchase$15,001 - $50,000Clerk →
2023-02-112023-01-1923MemberUS Treasury Note 1.25% - Jan 15, 2024Purchase$100,001 - $250,000Clerk →
2023-02-112023-01-1824MemberTTWOTake-Two Interactive Software, Inc.Purchase$1,001 - $15,000Clerk →
2023-02-112023-01-1527MemberUS Treasury Note 1.5% - Jan 15, 2023Sale$100,001 - $250,000Clerk →
2023-02-112023-01-1032MemberMKLMarkel CorporationSale (partial)$1,001 - $15,000Clerk →
2023-02-112023-01-1032MemberSYKStryker CorporationSale (partial)$15,001 - $50,000Clerk →
2023-02-112023-01-1032MemberSPGIS&P Global Inc.Sale (partial)$15,001 - $50,000Clerk →

How these are read and published: methodology.

Holdings · annual financial disclosure

Assets listed on the 2025 report.

150 assets with a value on the report filed 2026-08-13, 94 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.

AssetTypeOwnerValue (as filed)
DoForms IncOtherMember$50,001 - $100,000
Guardian Life InsuranceOtherSpouse$250,001 - $500,000
Guardian Life InsuranceOtherMember$500,001 - $1,000,000
State of New Jersey PensionOtherMemberUndetermined
BARROW HANLEY PART FDOtherMember$50,001 - $100,000
CashOtherMember$1,001 - $15,000
FIXED INC MGROtherMember$1,001 - $15,000
FTCI FIXED INCOME PARTN FDOtherMember$50,001 - $100,000
HARDING LOEVNER INTL EQ FDOtherMember$15,001 - $50,000
HEDGE FUND INVTS PARTN FUNDOtherMember$15,001 - $50,000
INTERNATIONAL VALUE EQUITY SECTIONOtherMember$15,001 - $50,000
M W GLOBAL PARTNERS LP PARTICIPATION FDOtherMember$1,001 - $15,000
PARAMETRIC PARTICIPATION FUNDOtherMember$50,001 - $100,000
PINNACLE ASSOCIATES LTD PARTICIPATION FDOtherMember$15,001 - $50,000
PORTFOLIO ADVISORS VIII PARTICIPANT FUNDOtherMember$1,001 - $15,000
U.S. Treasury NotesBondMember$1,001 - $15,000
WCM FOCUSED SMALL CAP PARTICIPATION FUNDOtherMember$15,001 - $50,000
Sweep AccountOtherMember$1,001 - $15,000
The Beehive ETFFundMember$250,001 - $500,000
ABTAbbott Laboratories Common StockStockMember$15,001 - $50,000
ADBEAdobe Inc.StockMemberNone
GOOGLAlphabet Inc. - Class AStockMember$50,001 - $100,000
AMZNAmazon.com, Inc. - Common StockStockMember$15,001 - $50,000
AMCRAmcor plc Ordinary SharesStockMember$15,001 - $50,000
ADIAnalog Devices, Inc.StockMember$15,001 - $50,000
AONAon plc Class A Ordinary SharesStockMember$15,001 - $50,000
Bank of America 7.25% Conv Pfd Series LOtherMember$1,001 - $15,000
BDXBecton, Dickinson and Company Common StockStockMember$15,001 - $50,000
CPCanadian Pacific Kansas City Limited Common SharesStockMember$15,001 - $50,000
CashOtherMember$15,001 - $50,000
CHKPCheck Point Software Technologies Ltd. - Ordinary SharesStockMember$15,001 - $50,000
CBChubb LimitedStockMember$50,001 - $100,000
CMCSAComcast Corporation - Class AStockMember$1,001 - $15,000
CCKCrown Holdings, Inc.StockMember$15,001 - $50,000
DHRDanaher Corporation Common StockStockMember$15,001 - $50,000
FISFidelity National Information Services, Inc.StockMember$1,001 - $15,000
FCNCAFirst Citizens BancShares, Inc. - Class A Common StockStockMember$1,001 - $15,000
FISVFiserv, Inc. Common StockStockMember$1,001 - $15,000
FNVFranco-Nevada CorporationStockMember$15,001 - $50,000
BENFranklin Resources, Inc.StockMemberNone
GMGeneral Motors CompanyStockMember$1,001 - $15,000
ILMNIllumina, Inc. - Common StockStockMember$1,001 - $15,000
ICEIntercontinental Exchange Inc.StockMember$15,001 - $50,000
JNJJohnson & JohnsonStockMember$250,001 - $500,000
JPMJP Morgan Chase & Co. Common StockStockMember$1,001 - $15,000
MSFTMicrosoft CorporationStockMember$15,001 - $50,000
MDLZMondelez International, Inc. - Class AStockMember$15,001 - $50,000
NVTnVent Electric plc Ordinary SharesStockMember$15,001 - $50,000
ORCLOracle CorporationStockMember$15,001 - $50,000
PLDProLogis, Inc.StockMember$15,001 - $50,000
Residential Property (Personal Use)OtherMember$250,001 - $500,000
QSRRestaurant Brands International Inc. Common SharesStockMember$15,001 - $50,000
TTWOTake-Two Interactive Software, Inc.StockMember$1,001 - $15,000
TXNTexas Instruments Incorporated - Common StockStockMember$1,001 - $15,000
TMOThermo Fisher Scientific IncStockMember$15,001 - $50,000
United States Treasury NotesBondMember$100,001 - $250,000
UNHUnitedHealth Group Incorporated Common StockStockMember$250,001 - $500,000
VZVerizon Communications Inc.StockMember$50,001 - $100,000
WCCWESCO International, Inc. Common StockStockMember$1,001 - $15,000
Personal ResidenceOtherMember$1,000,001 - $5,000,000
Greener By Design, LLCOtherMember$500,001 - $1,000,000
BARROW HANLEY PART FDOtherMember$250,001 - $500,000
BLACKSTONE TACTICAL OPPORTUNITIES FD IIIOtherMember$15,001 - $50,000
CashOtherMember$50,001 - $100,000
CD&R Fund XIIOtherMember$15,001 - $50,000
CHARLESBANK IX PARTICIPATION FUNDOtherMember$15,001 - $50,000
FIXED INC MGROtherMember$15,001 - $50,000
FTCI FIXED INCOME PARTN FDOtherMember$500,001 - $1,000,000
Fulham Investors II LPOtherMemberNone
HARDING LOEVNER INTL EQ FD (-)OtherMember$250,001 - $500,000
HEDGE FUND INVTS PARTN FUNDOtherMember$250,001 - $500,000
INTERNATIONAL VALUE EQUITY SECTIONOtherMember$100,001 - $250,000
M W GLOBAL PARTNERS LP PARTICIPATION FDOtherMember$50,001 - $100,000
MARATHON DISTRESSED CREDIT FUNDOtherMember$15,001 - $50,000
PARAMETRIC PARTICIPATION FUNDOtherMember$500,001 - $1,000,000
PINNACLE ASSOCIATES LTD PARTICIPATION FDOtherMember$250,001 - $500,000
PORTFOLIO ADVISORS VI PARTICIPATION FUNDOtherMember$1,001 - $15,000
PORTFOLIO ADVISORS VIII PARTICIPANT FUNDOtherMember$50,001 - $100,000
STEPSTONE VC OPPORTUNITIES VI LPOtherMember$15,001 - $50,000
STEPSTONE VC OPPORTUNITIES VII LPOtherMember$50,001 - $100,000
United States Treasury NotesBondMember$15,001 - $50,000
WCM FOCUSED SMALL CAP PARTICIPATION FUNDOtherMember$250,001 - $500,000
Apartment ComplexOtherMember$15,001 - $50,000
GOOGLAlphabet Inc. - Class AStockMember$100,001 - $250,000
MOAltria Group, Inc.StockMember$15,001 - $50,000
AMTMAmentum Holdings, Inc. Common StockStockMember$1,001 - $15,000
AONAon plc Class A Ordinary SharesStockMember$50,001 - $100,000
AAPLApple Inc.StockMember$50,001 - $100,000
TAT&T Inc.StockMember$1,001 - $15,000
BRK.ABerkshire Hathaway Inc.StockMember$50,001 - $100,000
CashOtherMember$15,001 - $50,000
CBChubb LimitedStockMember$100,001 - $250,000
CCitigroup, Inc.StockMember$15,001 - $50,000
COPConocoPhillipsStockMember$15,001 - $50,000
CCKCrown Holdings, Inc.StockMember$15,001 - $50,000
HTLDHeartland Express, Inc.StockMember$1,001 - $15,000
ITWIllinois Tool Works Inc.StockMember$15,001 - $50,000
INTCIntel CorporationStockMember$1,001 - $15,000
ICEIntercontinental Exchange Inc.StockMember$15,001 - $50,000
iShares Core U.S. Aggregate Bond ETFFundMemberNone
JJacobs Solutions Inc. Common StockStockMember$1,001 - $15,000
JNJJohnson & JohnsonStockMember$100,001 - $250,000
LBTYKLiberty Global plc - Class C Ordinary SharesStockMember$1,001 - $15,000
LLYVALiberty Media Corporation - Series A Liberty Live Common StockStockMember$1,001 - $15,000
BATRKLiberty Media Corporation - Series C Liberty BravesStockMember$1,001 - $15,000
LLYVKLiberty Media Corporation - Series C Liberty Live Common StockStockMember$1,001 - $15,000
LIONLionsgate Studios Corp Common SharesStockMember$1,001 - $15,000
MKLMarkel CorporationStockMember$100,001 - $250,000
MRKMerck & Company, Inc. Common StockStockMember$50,001 - $100,000
MSFTMicrosoft CorporationStockMember$100,001 - $250,000
MDLZMondelez International, Inc. - Class AStockMember$50,001 - $100,000
Nestle SA Sponsored ADR representing Registered Shares Series BStockMember$15,001 - $50,000
NUENucor CorporationStockMember$15,001 - $50,000
ORCLOracle CorporationStockMember$50,001 - $100,000
PEPPepsico, Inc.StockMember$50,001 - $100,000
PMPhilip Morris International IncStockMember$15,001 - $50,000
PSXPhillips 66StockMember$15,001 - $50,000
SPGIS&P Global Inc.StockMember$50,001 - $100,000
SIRISiriusXM Holdings Inc. - Common StockStockMember$1,001 - $15,000
SYKStryker CorporationStockMember$100,001 - $250,000
Sunrise Communications AG - American Depositary Shares representing Class A sharesStockMemberNone
United States Treasury NotesBondMember$15,001 - $50,000
UNHUnitedHealth Group Incorporated Common StockStockMember$15,001 - $50,000
Vanguard Short-Term Corporate Bond ETFFundMember$1,001 - $15,000
Vanguard Short-Term Corporate Bond ETFFundMember$1,001 - $15,000
WBDWarner Bros. Discovery, Inc. - Series A Common StockStockMember$1,001 - $15,000
AAAlcoa CorporationStockMember$1,001 - $15,000
AMZNAmazon.com, Inc.StockMember$15,001 - $50,000
AMTMAmentum Holdings, Inc. Common StockStockMember$1,001 - $15,000
TAT&T Inc.StockMember$1,001 - $15,000
BPBP p.l.c.StockMember$1,001 - $15,000
CashOtherMember$50,001 - $100,000
CHTRCharter Communications, Inc. - Class AStockSpouse$1,001 - $15,000
CLColgate-Palmolive CompanyStockSpouse$1,001 - $15,000
COPConocoPhillipsStockMember$15,001 - $50,000
HTLDHeartland Express, Inc.StockMember$1,001 - $15,000
HWMHowmet Aerospace Inc.StockSpouse$50,001 - $100,000
IBMInternational Business Machines CorporationStockMember$1,001 - $15,000
JJacobs Solutions Inc. Common StockStockSpouse$15,001 - $50,000
JNJJohnson & JohnsonStockSpouse$15,001 - $50,000
JPMJP Morgan Chase & Co.StockSpouse$50,001 - $100,000
MRKMerck & Company, Inc. Common StockStockMember$1,001 - $15,000
NUENucor CorporationStockSpouse$100,001 - $250,000
PSXPhillips 66StockMember$1,001 - $15,000
QCOMQUALCOMM IncorporatedStockMember$15,001 - $50,000
RTPPFRio Tinto Plc Ordinary SharesStockMember$15,001 - $50,000
UNHUnitedHealth Group Incorporated Common StockStockMember$100,001 - $250,000
WBDWarner Bros. Discovery, Inc. - Series A Common StockStockSpouse$1,001 - $15,000
WFCWells Fargo & CompanyStockMember$1,001 - $15,000
John Hancock Funds II New Opportunities FundFundMember$1,001 - $15,000

How reports are read: holdings methodology.