Congressional stock trades · Member
Richard McCormick
Representative · GA-7 · Republican
126 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 Armed Services; House Committee on Oversight and Government Reform; House Committee on Science, Space, and Technology.
| Disclosed | Traded | Days | Owner | Asset | Type | Amount range (as filed) | Source |
|---|---|---|---|---|---|---|---|
| 2026-08-14 | 2026-07-30 | 15 | Member | UNHUnitedHealth Group Incorporated Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-08-14 | 2026-07-30 | 15 | Member | AWKAmerican Water Works Company, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-08-14 | 2026-07-30 | 15 | Member | AAPLApple Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-08-14 | 2026-07-30 | 15 | Member | JNJJohnson & Johnson Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-08-14 | 2026-07-30 | 15 | Member | APDAir Products and Chemicals, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-08-14 | 2026-07-30 | 15 | Member | CSCOCisco Systems, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-08-14 | 2026-07-30 | 15 | Member | PEPPepsico, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2026-08-14 | 2026-07-30 | 15 | Member | ICEIntercontinental Exchange Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-08-14 | 2026-07-30 | 15 | Member | WMTWalmart Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-08-14 | 2026-07-30 | 15 | Member | ADPAutomatic Data Processing, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-08-14 | 2026-07-30 | 15 | Member | BRK.BBerkshire Hathaway Inc. New Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-08-14 | 2026-07-30 | 15 | Member | MDTMedtronic plc. Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2026-08-14 | 2026-07-30 | 15 | Member | VVisa Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2026-08-14 | 2026-07-30 | 15 | Member | NEENextEra Energy, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-08-14 | 2026-07-30 | 15 | Member | PGProcter & Gamble Company | Sale | $1,001 - $15,000 | Clerk → |
| 2026-08-14 | 2026-07-30 | 15 | Member | HDHome Depot, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2026-08-14 | 2026-07-30 | 15 | Member | ORealty Income Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-08-14 | 2026-07-30 | 15 | Member | MSFTMicrosoft Corporation - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-08-14 | 2026-07-30 | 15 | Member | COSTCostco Wholesale Corporation - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-08-14 | 2026-07-30 | 15 | Member | MCDMcDonald's Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-08-14 | 2026-07-30 | 15 | Member | ITWIllinois Tool Works Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-08-14 | 2026-07-30 | 15 | Member | LHXL3Harris Technologies, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-08-14 | 2026-07-30 | 15 | Member | BLKBlackRock, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-08-14 | 2026-07-30 | 15 | Member | EMREmerson Electric Company Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-08-14 | 2026-07-30 | 15 | Member | ADIAnalog Devices, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-08-14 | 2026-07-30 | 15 | Member | ABTAbbott Laboratories Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-07-09 | 2026-06-12 | 27 | Member | Vanguard Mega Cap Growth ETF | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-07-09 | 2026-06-12 | 27 | Member | Vanguard Mega Cap Growth ETF | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-07-09 | 2026-06-12 | 27 | Member | ADIAnalog Devices, Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-07-09 | 2026-06-12 | 27 | Member | BLKBlackRock, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-07-09 | 2026-06-12 | 27 | Member | Ishares Morningstar ETF Mid Cap | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-07-09 | 2026-06-12 | 27 | Member | UNHUnitedHealth Group Incorporated Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-07-09 | 2026-06-12 | 27 | Member | ICEIntercontinental Exchange Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-07-09 | 2026-06-12 | 27 | Member | CSCOCisco Systems, Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-07-09 | 2026-06-12 | 27 | Member | LHXL3Harris Technologies, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-07-09 | 2026-06-12 | 27 | Member | UNHUnitedHealth Group Incorporated Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-07-09 | 2026-06-12 | 27 | Member | State Street SPDR ETF Portfolio S&P 600 Small | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-07-09 | 2026-06-12 | 27 | Member | ABTAbbott Laboratories Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-07-09 | 2026-06-12 | 27 | Member | ADIAnalog Devices, Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-07-09 | 2026-06-12 | 27 | Member | CSCOCisco Systems, Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-07-09 | 2026-06-12 | 27 | Member | LHXL3Harris Technologies, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-07-09 | 2026-06-12 | 27 | Member | ABTAbbott Laboratories Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-05-12 | 2026-04-17 | 25 | Member | AMTAmerican Tower Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2026-04-07 | 2026-03-19 | 19 | Member | JNJJohnson & Johnson Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-04-07 | 2026-03-19 | 19 | Member | Vanguard Mega Cap Growth ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-04-07 | 2026-03-19 | 19 | Member | ADPAutomatic Data Processing, Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-04-07 | 2026-03-19 | 19 | Member | BLKBlackRock, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-04-07 | 2026-03-19 | 19 | Member | ADIAnalog Devices, Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-04-07 | 2026-03-19 | 19 | Member | LHXL3Harris Technologies, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-04-07 | 2026-03-19 | 19 | Member | UNHUnitedHealth Group Incorporated Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-04-07 | 2026-03-19 | 19 | Member | HDHome Depot, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-04-07 | 2026-03-19 | 19 | Member | MSFTMicrosoft Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-04-07 | 2026-03-19 | 19 | Member | MSFTMicrosoft Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-04-07 | 2026-03-19 | 19 | Member | HDHome Depot, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-04-07 | 2026-03-19 | 19 | Member | JNJJohnson & Johnson Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-04-07 | 2026-03-19 | 19 | Member | ADPAutomatic Data Processing, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-04-07 | 2026-03-19 | 19 | Member | UNHUnitedHealth Group Incorporated Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-04-07 | 2026-03-19 | 19 | Member | NEENextEra Energy, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-04-07 | 2026-03-19 | 19 | Member | Vanguard Mega Cap Growth ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-04-07 | 2026-03-19 | 19 | Member | LHXL3Harris Technologies, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-04-07 | 2026-03-19 | 19 | Member | ADIAnalog Devices, Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-04-07 | 2026-03-19 | 19 | Member | ABTAbbott Laboratories Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-04-07 | 2025-12-12 | 116 ·>45 | Member | US Treasury Bill | Purchase | $100,001 - $250,000 | Clerk → |
| 2025-12-09 | 2025-11-05 | 34 | Member | ABTAbbott Laboratories Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-12-09 | 2025-11-05 | 34 | Member | VVisa Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-12-09 | 2025-11-05 | 34 | Member | MDTMedtronic plc. Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-12-09 | 2025-11-05 | 34 | Member | WMTWalmart Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-12-09 | 2025-11-05 | 34 | Member | ITWIllinois Tool Works Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-12-09 | 2025-11-05 | 34 | Member | MCDMcDonald's Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-12-09 | 2025-11-05 | 34 | Member | COSTCostco Wholesale Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-12-09 | 2025-11-05 | 34 | Member | ADPAutomatic Data Processing, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-12-09 | 2025-11-05 | 34 | Member | BRK.BBerkshire Hathaway Inc. New Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-12-09 | 2025-11-05 | 34 | Member | LHXL3Harris Technologies, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-12-09 | 2025-11-05 | 34 | Member | AWKAmerican Water Works Company, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-12-09 | 2025-11-05 | 34 | Member | BLKBlackRock, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-12-09 | 2025-11-05 | 34 | Member | ORealty Income Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-12-09 | 2025-11-05 | 34 | Member | NEENextEra Energy, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-12-09 | 2025-11-05 | 34 | Member | AAPLApple Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-12-09 | 2025-11-05 | 34 | Member | EMREmerson Electric Company Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-12-09 | 2025-11-05 | 34 | Member | APDAir Products and Chemicals, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-12-09 | 2025-11-05 | 34 | Member | JNJJohnson & Johnson Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-12-09 | 2025-11-05 | 34 | Member | PEPPepsico, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-12-09 | 2025-11-05 | 34 | Member | CSCOCisco Systems, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-12-09 | 2025-11-05 | 34 | Member | MSFTMicrosoft Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-12-09 | 2025-11-05 | 34 | Member | ICEIntercontinental Exchange Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-12-09 | 2025-11-05 | 34 | Member | ADIAnalog Devices, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-12-09 | 2025-11-05 | 34 | Member | UNHUnitedHealth Group Incorporated Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-12-09 | 2025-11-05 | 34 | Member | PGProcter & Gamble Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-12-09 | 2025-11-05 | 34 | Member | HDHome Depot, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-09 | 2025-09-18 | 21 | Member | LHXL3Harris Technologies, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-10-09 | 2025-09-18 | 21 | Member | UNHUnitedHealth Group Incorporated Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-10-09 | 2025-09-18 | 21 | Member | BLKBlackRock, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-10-09 | 2025-09-18 | 21 | Member | MSFTMicrosoft Corporation - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-17 | 2023-03-15 | 917 ·>45 | Member | PEPPepsico, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-17 | 2023-03-15 | 917 ·>45 | Member | BLKBlackRock, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-17 | 2023-03-15 | 917 ·>45 | Member | Thornburg Strategic Income Fund Class 1 Shs | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-17 | 2023-03-15 | 917 ·>45 | Member | ADIAnalog Devices, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-17 | 2023-03-15 | 917 ·>45 | Member | ICEIntercontinental Exchange Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-17 | 2023-03-15 | 917 ·>45 | Member | NEENextEra Energy, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-17 | 2023-03-15 | 917 ·>45 | Member | MCDMcDonald's Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-17 | 2023-03-15 | 917 ·>45 | Member | Nuveen Real Estate Securities Fund Cl I | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-17 | 2023-03-15 | 917 ·>45 | Member | CSCOCisco Systems, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-17 | 2023-03-15 | 917 ·>45 | Member | MSFTMicrosoft Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-17 | 2023-03-15 | 917 ·>45 | Member | Baron Asset Fund Inst Shs | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-17 | 2023-03-15 | 917 ·>45 | Member | JNJJohnson & Johnson Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-17 | 2023-03-15 | 917 ·>45 | Member | MDTMedtronic plc. Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-17 | 2023-03-15 | 917 ·>45 | Member | EMREmerson Electric Company Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-17 | 2023-03-15 | 917 ·>45 | Member | Baron Emerging Markets Fd Inst Shs | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-17 | 2023-03-15 | 917 ·>45 | Member | WMTWalmart Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-17 | 2023-03-15 | 917 ·>45 | Member | AMTAmerican Tower Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-17 | 2023-03-15 | 917 ·>45 | Member | HDHome Depot, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-17 | 2023-03-15 | 917 ·>45 | Member | ADPAutomatic Data Processing, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-17 | 2023-03-15 | 917 ·>45 | Member | ITWIllinois Tool Works Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-17 | 2023-03-15 | 917 ·>45 | Member | APDAir Products and Chemicals, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-17 | 2023-03-15 | 917 ·>45 | Member | ORealty Income Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-17 | 2023-03-15 | 917 ·>45 | Member | ABTAbbott Laboratories Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-17 | 2023-03-15 | 917 ·>45 | Member | AWKAmerican Water Works Company, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-17 | 2023-03-15 | 917 ·>45 | Member | LHXL3Harris Technologies, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-17 | 2023-03-15 | 917 ·>45 | Member | COSTCostco Wholesale Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-17 | 2023-03-15 | 917 ·>45 | Member | Vanguard Mega Cap Growth ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-17 | 2023-03-15 | 917 ·>45 | Member | AAPLApple Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-17 | 2023-03-15 | 917 ·>45 | Member | Fidelity Advisor International Capital Appreciation Fund: Class I | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-17 | 2023-03-15 | 917 ·>45 | Member | Fidelity Advisor Total Bond Fund: Class I | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-17 | 2023-03-15 | 917 ·>45 | Member | Janus Henderson Flexible Bond Fund - I Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-17 | 2023-03-15 | 917 ·>45 | Member | UNHUnitedHealth Group Incorporated Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-17 | 2023-03-15 | 917 ·>45 | Member | Neuberger Berman Genesis Institutional | Purchase | $1,001 - $15,000 | Clerk → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2023 report.
67 assets with a value on the amended report filed 2025-09-17, 26 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) |
|---|---|---|---|
| Age-Based Option 18+: In College Portfolio | Other | Dependent | $15,001 - $50,000 |
| Principal Life Ins Co Cust SEP IRA | Other | Dependent | $15,001 - $50,000 |
| Suburban Hematology-Oncology Assoc. P.C, 10% Interest | Other | Spouse | $100,001 - $250,000 |
| The Income Fund of America - A | Fund | Joint | $1,001 - $15,000 |
| The Income Fund of America - C | Fund | Joint | $15,001 - $50,000 |
| The Investment Company of America - A | Fund | Joint | $1,001 - $15,000 |
| The Investment Company of America - C | Fund | Joint | $15,001 - $50,000 |
| FID Extd Mkt Idx | Fund | Member | $50,001 - $100,000 |
| Vanguard Target 2055 | Fund | Member | $50,001 - $100,000 |
| AAPLApple Inc. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| Fidelity MSCI Communication Services Index ETF | Fund | Spouse | $1,001 - $15,000 |
| Fidelity MSCI Communication Services Index ETF | Fund | Spouse | $1,001 - $15,000 |
| Fidelity MSCI Information Technology Index ETF | Fund | Spouse | $1,001 - $15,000 |
| iShares Core MSCI Emerging Markets ETF | Fund | Spouse | $1,001 - $15,000 |
| iShares Core S&P Mid-Cap ETF | Fund | Spouse | $1,001 - $15,000 |
| iShares Core S&P Small-Cap ETF | Fund | Spouse | $1,001 - $15,000 |
| iShares MSCI Intl Quality Factor ETF | Fund | Spouse | $1,001 - $15,000 |
| iShares S&P 500 Growth ETF | Fund | Spouse | $1,001 - $15,000 |
| iShares U.S. Aerospace & Defense ETF | Fund | Spouse | $1,001 - $15,000 |
| Janus Henderson Mortgage-Backed Securities ETF | Fund | Spouse | $1,001 - $15,000 |
| JPMorgan Global Bond Opportunities Fund I Class | Fund | Spouse | $1,001 - $15,000 |
| ROCHE HOLDING LTD S/ADR | Stock | Spouse | $1,001 - $15,000 |
| SPDR Select Sector Fund - Energy Select Sector | Fund | Spouse | $1,001 - $15,000 |
| SPDR Select Sector Fund - Industrial | Fund | Spouse | $1,001 - $15,000 |
| Vanguard Short-Term Treasury ETF | Fund | Spouse | $1,001 - $15,000 |
| Vanguard Tax-Exempt Bond ETF | Fund | Spouse | $1,001 - $15,000 |
| ABTAbbott Laboratories Common Stock | Stock | Member | $1,001 - $15,000 |
| APDAir Products and Chemicals, Inc. Common Stock | Stock | Member | $1,001 - $15,000 |
| AMTAmerican Tower Corporation | Stock | Member | $1,001 - $15,000 |
| AWKAmerican Water Works Company, Inc. Common Stock | Stock | Member | $1,001 - $15,000 |
| ADIAnalog Devices, Inc. - Common Stock | Stock | Member | $1,001 - $15,000 |
| AAPLApple Inc. - Common Stock | Stock | Member | $1,001 - $15,000 |
| ADPAutomatic Data Processing, Inc. - Common Stock | Stock | Member | $1,001 - $15,000 |
| Baron Asset Fund Inst Shs | Fund | Member | $1,001 - $15,000 |
| Baron Emerging Markets Fd Inst Shs | Fund | Member | $1,001 - $15,000 |
| BLKBlackRock, Inc. Common Stock | Stock | Member | $1,001 - $15,000 |
| CSCOCisco Systems, Inc. - Common Stock | Stock | Member | $1,001 - $15,000 |
| COSTCostco Wholesale Corporation - Common Stock | Stock | Member | $1,001 - $15,000 |
| EMREmerson Electric Company Common Stock | Stock | Member | $1,001 - $15,000 |
| Fidelity Advisor International Capital Appreciation Fund: Class I | Fund | Member | $1,001 - $15,000 |
| Fidelity Advisor Total Bond Fund: Class I | Fund | Member | $1,001 - $15,000 |
| HDHome Depot, Inc. | Stock | Member | $1,001 - $15,000 |
| ITWIllinois Tool Works Inc. Common Stock | Stock | Member | $1,001 - $15,000 |
| ICEIntercontinental Exchange Inc. Common Stock | Stock | Member | $1,001 - $15,000 |
| Janus Henderson Flexible Bond Fund - I Shares | Fund | Member | $1,001 - $15,000 |
| JNJJohnson & Johnson Common Stock | Stock | Member | $1,001 - $15,000 |
| LHXL3Harris Technologies, Inc. Common Stock | Stock | Member | $1,001 - $15,000 |
| MCDMcDonald's Corporation Common Stock | Stock | Member | $1,001 - $15,000 |
| MDTMedtronic plc. Ordinary Shares | Stock | Member | $1,001 - $15,000 |
| MSFTMicrosoft Corporation - Common Stock | Stock | Member | $1,001 - $15,000 |
| Neuberger Berman Genesis Institutional | Fund | Member | $15,001 - $50,000 |
| NEENextEra Energy, Inc. Common Stock | Stock | Member | $1,001 - $15,000 |
| Nuveen Real Estate Securities Fund Cl I | Fund | Member | $1,001 - $15,000 |
| PEPPepsico, Inc. | Stock | Member | $1,001 - $15,000 |
| PGProcter & Gamble Company | Stock | Member | $1,001 - $15,000 |
| ORealty Income Corporation Common Stock | Stock | Member | $1,001 - $15,000 |
| Thornburg Strategic Income Fund Class I Shs | Fund | Member | $1,001 - $15,000 |
| UNHUnitedHealth Group Incorporated Common Stock | Stock | Member | $1,001 - $15,000 |
| Vanguard Mega Cap Growth ETF | Fund | Member | $1,001 - $15,000 |
| WMTWalmart Inc. Common Stock | Stock | Member | $1,001 - $15,000 |
| Money Market | Other | Member | $15,001 - $50,000 |
| Victory Aggressive Growth Fund Shares | Fund | Member | None |
| Victory Emerging Markets Fund Shares | Fund | Member | None |
| Victory High Income Fund Shares | Fund | Member | None |
| Victory International Fund Shares | Fund | Member | None |
| Victory Small Cap Stock Fund Shares | Fund | Member | None |
| Victory Value Fund Shares | Fund | Member | None |
How reports are read: holdings methodology.