Congressional stock trades · Member
Dean Phillips
Former representative · MN-3 · Democrat
513 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 6 annual reports are below.
| Disclosed | Traded | Days | Owner | Asset | Type | Amount range (as filed) | Source |
|---|---|---|---|---|---|---|---|
| 2020-06-15 | 2020-05-13 | 33 | Member | PSAPublic Storage | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-06-15 | 2020-05-13 | 33 | Member | BENFranklin Resources, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-06-15 | 2020-05-13 | 33 | Member | Alliance Data Systems Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-06-15 | 2020-05-13 | 33 | Member | TFCTruist Financial Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-06-15 | 2020-05-13 | 33 | Member | ViacomCBS Inc. - Class B | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-06-15 | 2020-05-13 | 33 | Member | LLoews Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-06-15 | 2020-05-13 | 33 | Member | TAPMolson Coors Beverage Company Class B | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-06-15 | 2020-05-13 | 33 | Member | BALLBall Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-06-15 | 2020-05-13 | 33 | Member | PMPhilip Morris International Inc | Sale | $1,001 - $15,000 | Clerk → |
| 2020-06-15 | 2020-05-13 | 33 | Member | CNPCenterPoint Energy, Inc | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-06-15 | 2020-05-13 | 33 | Member | DTEDTE Energy Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-06-15 | 2020-05-13 | 33 | Member | VMCVulcan Materials Company | Sale | $1,001 - $15,000 | Clerk → |
| 2020-06-15 | 2020-05-13 | 33 | Member | TAT&T Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-06-15 | 2020-05-13 | 33 | Member | EMREmerson Electric Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-06-15 | 2020-05-13 | 33 | Member | MMM3M Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-06-15 | 2020-05-13 | 33 | Member | DEDeere & Company | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-06-15 | 2020-05-13 | 33 | Member | DXCDXC Technology Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-06-15 | 2020-05-13 | 33 | Member | AIGAmerican International group, Inc. New | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-06-15 | 2020-05-13 | 33 | Member | USBU.S. Bancorp | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-06-15 | 2020-05-13 | 33 | Member | NINiSource Inc | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-06-15 | 2020-05-13 | 33 | Member | LYBLyondellBasell Industries NV Ordinary Shares Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-06-15 | 2020-05-13 | 33 | Member | AALAmerican Airlines group, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-06-15 | 2020-05-13 | 33 | Member | NEMNewmont Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-06-15 | 2020-05-13 | 33 | Member | WFCWells Fargo & Company | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-06-15 | 2020-05-13 | 33 | Member | IVZInvesco ltd | Sale | $1,001 - $15,000 | Clerk → |
| 2020-06-15 | 2020-05-13 | 33 | Member | HIGHartford Financial Services group, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-06-15 | 2020-05-13 | 33 | Member | PYPLPayPal Holdings, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-06-15 | 2020-05-06 | 40 | Member | Wintrust Financial Corp | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-27 | 10 | Member | Charles schwab Corp Var Rt Perp Mat Dtd 04/30/2020 | Purchase | $15,001 - $50,000 | Clerk → |
| 2020-05-07 | 2020-04-24 | 13 | Member | SCHWCharles schwab Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-24 | 13 | Member | TELTE Connectivity ltd. New switzerland Registered shares | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-22 | 15 | Member | PHGKoninklijke Philips N.V. NY Registry shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-22 | 15 | Member | TELTE Connectivity ltd. New switzerland Registered shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-21 | 16 | Member | Sony Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-20 | 17 | Member | Sony Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-17 | 20 | Member | Sony Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-17 | 20 | Member | LUVSouthwest airlines Company | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-17 | 20 | Member | CMCSAComcast Corporation - Class a | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-17 | 20 | Member | DLTRDollar Tree, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-16 | 21 | Member | LUVSouthwest airlines Company | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-16 | 21 | Member | Sony Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-16 | 21 | Member | Dominion Energy Inc Var Rt Perp Mat dtd 12/13/2019 | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-16 | 21 | Member | ULUnilever PLC | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-16 | 21 | Member | Lexington Cnty SC Ref-ser a unlimited Tax 5.0%; Due 02/01/2025 | Purchase | $15,001 - $50,000 | Clerk → |
| 2020-05-07 | 2020-04-15 | 22 | Member | CBChubb limited | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-15 | 22 | Member | Va st Pub sch auth sch Technology & sec NTS ser V 5.0%; Due 04/15/20 | Sale | $15,001 - $50,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | DTEDTE Energy Company | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | Sealed air Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | URIUnited Rentals, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | VTRVentas, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | BNYThe Bank of New York Mellon Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | HIGHartford Financial services group, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | KEYKeyCorp | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | AIGAmerican International group, Inc. New | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | CCitigroup, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | ISRGIntuitive surgical, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | ATOAtmos Energy Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | COSTCostco Wholesale Corporation | Sale | $15,001 - $50,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | CFGCitizens Financial group, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | ADSKAutodesk, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | DLRDigital Realty Trust, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | CBChubb limited | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | LLoews Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | Twitter, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | JCIJohnson Controls International plc Ordinary share | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | Discovery, Inc. - series a | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | REGNRegeneron Pharmaceuticals, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | PWRQuanta services, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | Nordstrom, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | PNCPNC Financial services group, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | TAT&T Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | Centurylink, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | COFCapital One Financial Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | HRBH&R Block, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | SPGSimon Property group, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | SRESempra Energy | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | EMNEastman Chemical Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | AMZNAmazon.com, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | HSTHost Hotels & Resorts, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | GOOGAlphabet Inc. - Class C Capital stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | KMBKimberly-Clark Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | BALLBall Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | Walgreens Boots alliance, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | WABWabtec Corp | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | WFCWells Fargo & Company | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | FFord Motor Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | METAFacebook, Inc. - Class a | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | ZIONZions Bancorporation N.a. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | PMPhilip Morris International Inc | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | MMM3M Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | PRUPrudential Financial, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | KSSKohl's Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | FLSFlowserve Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | People's united Financial, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | NWLNewell Brands Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | HBANHuntington Bancshares Incorporated | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | DDDuPont de Nemours, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | SYFSynchrony Financial | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | IRMIron Mountain Incorporated | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | ABTAbbott laboratories | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | PHParker-Hannifin Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | DALDelta air lines, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | MSMorgan stanley | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | NINisource Inc | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | AvalonBay Communities, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | IVZInvesco ltd | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | AFLAFlaC Incorporated | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | FITBFifth Third Bancorp | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | Westrock Company | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | LYBLyondellBasell Industries NV Ordinary shares Class a | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | GMGeneral Motors Company | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | ELEstee lauder Companies, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | DOWDow Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | UPSUnited Parcel service, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | CNPCenterPoint Energy, Inc | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | SCHWCharles schwab Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | CATCaterpillar, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | MOSMosaic Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | FTVFortive Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | BAXBaxter International Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | AAPLApple Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | NFLXNetflix, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | MMacy's Inc | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | IBMInternational Business Machines Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | MGMMGM Resorts International | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | DGXQuest Diagnostics Incorporated | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | CHTRCharter Communications, Inc. - Class a | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | Alliance Data systems Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | DXCDXC Technology Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | BACBank of america Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | GISGeneral Mills, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | GSGoldman sachs group, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | LVSLas Vegas sands Corp. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | ViacomCBs Inc. - Class B | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | KRKroger Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | PFGPrincipal Financial group Inc | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | TRVThe Travelers Companies, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | TFCTruist Financial Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | EMREmerson Electric Company | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | RCLRoyal Caribbean Cruises ltd. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | TDGTransdigm group Incorporated Transdigm group Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | LNCLincoln National Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | USBU.s. Bancorp | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | GPCGenuine Parts Company | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | TAPMolson Coors Beverage Company Class B | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | NOWServiceNow, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | AMDAdvanced Micro Devices, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | VMCVulcan Materials Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | KHCThe Kraft Heinz Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | CCICrown Castle International Corp. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | MTBM&T Bank Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | Citrix systems, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | JPMJP Morgan Chase & Co. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | AMGAffiliated Managers group, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | Discovery, Inc. - series C | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | Discover Financial services | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | HPQHP Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | WELLWelltower Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-02 | 35 | Member | PPGPPG Industries, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-07 | 2020-04-01 | 36 | Member | HWMArconic Corporation | Exchange | $1,001 - $15,000 | Clerk → |
| 2020-04-10 | 2020-03-17 | 24 | Member | EMREmerson Electric Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-04-10 | 2020-03-16 | 25 | Member | EMREmerson Electric Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-04-10 | 2020-03-13 | 28 | Member | UNHUnitedHealth group Incorporated Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-04-10 | 2020-03-05 | 36 | Member | First Citizens bancshare PFD | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-04-10 | 2020-03-05 | 36 | Member | PHGKoninklijke Philips N.V. NY Registry Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-04-10 | 2020-03-05 | 36 | Member | NTRSNorthern Trust Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-04-10 | 2020-03-05 | 36 | Member | PPGPPG Industries, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-04-10 | 2020-03-05 | 36 | Member | CMCSAComcast Corporation - Class a | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-04-10 | 2020-03-05 | 36 | Member | BKNGBooking Holdings Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-04-10 | 2020-03-05 | 36 | Member | ETNEaton Corporation, PLC Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-04-10 | 2020-03-02 | 39 | Member | Aercap Holdings NV VAR Rt 10/10/2079 dtd 10/10/2019 | Sale | $1,001 - $15,000 | Clerk → |
| 2020-04-10 | 2020-03-02 | 39 | Member | IRIngersoll Rand Inc. | Exchange | $1,001 - $15,000 | Clerk → |
| 2020-03-12 | 2020-02-28 | 13 | Member | GLWCorning Incorporated | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-03-12 | 2020-02-28 | 13 | Member | HRBH&R Block, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-03-12 | 2020-02-28 | 13 | Member | DXCDXC Technology Company | Sale | $1,001 - $15,000 | Clerk → |
| 2020-03-12 | 2020-02-28 | 13 | Member | NWLNewell Brands Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-03-12 | 2020-02-28 | 13 | Member | Westrock Company | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-03-12 | 2020-02-28 | 13 | Member | PMPhilip Morris International Inc | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-03-12 | 2020-02-28 | 13 | Member | KSSKohl's Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-03-12 | 2020-02-28 | 13 | Member | WFCWells Fargo & Company | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-03-12 | 2020-02-28 | 13 | Member | CNPCenterPoint Energy, Inc | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-03-12 | 2020-02-28 | 13 | Member | AOSA.o. smith Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-03-12 | 2020-02-28 | 13 | Member | Cerner Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-03-12 | 2020-02-28 | 13 | Member | Alexion Pharmaceuticals, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-03-12 | 2020-02-28 | 13 | Member | ABIOMED, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-03-12 | 2020-02-28 | 13 | Member | VTRVentas, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-03-12 | 2020-02-28 | 13 | Member | Walgreens Boots alliance, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-03-12 | 2020-02-28 | 13 | Member | DDDuPont de Nemours, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-03-12 | 2020-02-28 | 13 | Member | DTEDTE Energy Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-03-12 | 2020-02-28 | 13 | Member | MMM3M Company | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2020-03-12 | 2020-02-28 | 13 | Member | SPGSimon Property group, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-03-12 | 2020-02-28 | 13 | Member | KHCThe Kraft Heinz Company | Sale | $1,001 - $15,000 | Clerk → |
| 2020-03-12 | 2020-02-28 | 13 | Member | ESEversource Energy | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-03-12 | 2020-02-28 | 13 | Member | LLoews Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-03-12 | 2020-02-28 | 13 | Member | FFord Motor Company | Sale | $1,001 - $15,000 | Clerk → |
| 2020-03-12 | 2020-02-28 | 13 | Member | MMacy's Inc | Sale | $1,001 - $15,000 | Clerk → |
| 2020-03-12 | 2020-02-28 | 13 | Member | SJMJ.M. smucker Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-03-12 | 2020-02-28 | 13 | Member | PHGKoninklijke Philips N.V. NY Registry shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-03-12 | 2020-02-28 | 13 | Member | FOXAFox Corporation - Class a | Sale | $1,001 - $15,000 | Clerk → |
| 2020-03-12 | 2020-02-28 | 13 | Member | IFFInternationa Flavors & Fragrances, Inc. | Sale | $1,001 - $15,000 | Clerk → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2023 report.
115 assets with a value on the report filed 2024-08-13, 29 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) |
|---|---|---|---|
| Artwork | Other | Member | $100,001 - $250,000 |
| Baird - Cash | Other | Member | $100,001 - $250,000 |
| Cash in JP Morgan checking accounts | Other | Member | $1,000,001 - $5,000,000 |
| Cash in JP Morgan investment accounts | Other | Member | $500,001 - $1,000,000 |
| Cash in U.S. Bank checking accounts | Other | Member | $1,001 - $15,000 |
| AIF VI Private Investors LLC | Other | Member | $1,001 - $15,000 |
| AP Europe VII (APAX) Private Investors Onshore LLC | Other | Member | $100,001 - $250,000 |
| Carlyle Asia Partners II Private Investors LLC | Other | Member | None |
| Cash in JP Morgan checking account | Other | Member | $1,001 - $15,000 |
| Cash in JP Morgan investment account | Other | Member | $100,001 - $250,000 |
| Highbridge Mezzanine Partners, LP | Other | Member | None |
| JP Morgan Alternative Property Fund Domestic 1 LP | Other | Member | $15,001 - $50,000 |
| JP Morgan India Property Fund, LP | Other | Member | $15,001 - $50,000 |
| KKR 2006 Private Investors, LLC (Onshore) | Other | Member | $50,001 - $100,000 |
| Outsell, Inc. | Other | Member | $250,001 - $500,000 |
| Penny's Coffee LLC | Other | Member | $1,001 - $15,000 |
| Rational Energies LLC | Other | Member | $250,001 - $500,000 |
| Cash in JP Morgan checking account | Other | Member | $1,001 - $15,000 |
| Artwork | Other | Member | $1,001 - $15,000 |
| Geniecast, LLC | Other | Member | None |
| MyMeds, Inc. | Other | Member | $50,001 - $100,000 |
| Penny's Coffee LLC | Other | Member | $1 - $1,000 |
| Rational Energies LLC | Other | Member | $250,001 - $500,000 |
| Fidelity Freedom 2035 Fund: Class K | Fund | Member | $15,001 - $50,000 |
| Fidelity Target Date 2035 Fund | Fund | Member | $15,001 - $50,000 |
| ACGLArch Capital Group Ltd. | Stock | Member | None |
| BRK.BBerkshire Hathaway Inc. New | Stock | Member | None |
| BlackRock High Yield Bond Portfolio - Class K | Fund | Member | None |
| BKNGBooking Holdings Inc. | Stock | Member | None |
| Cash in JP Morgan investment account | Other | Member | None |
| SCHWCharles Schwab Corporation | Stock | Member | None |
| CBChubb Limited | Stock | Member | None |
| CMCSAComcast Corporation - Class A | Stock | Member | None |
| DGDollar General Corporation | Stock | Member | None |
| DLTRDollar Tree, Inc. | Stock | Member | None |
| ETNEaton Corporation, PLC Ordinary Shares | Stock | Member | None |
| EMREmerson Electric Company | Stock | Member | None |
| EXPDExpeditors International of Washington, Inc. | Stock | Member | None |
| Fidelity 500 Index Fund | Fund | Member | None |
| Fidelity International Index Fund | Fund | Member | None |
| FMSFresenius Medical Care AG | Stock | Member | None |
| HONHoneywell International Inc. | Stock | Member | None |
| iShares 3-7 Year Treasury Bond ETF | Fund | Member | None |
| iShares Core MSCI Emerging Markets ETF | Fund | Member | None |
| iShares MSCI ACWI ETF | Fund | Member | None |
| iShares MSCI EAFE ETF | Fund | Member | None |
| iShares MSCI Japan Index Fund | Fund | Member | None |
| iShares Russell 1000 Growth ETF | Fund | Member | None |
| iShares S&P 500 Growth ETF | Fund | Member | None |
| iShares S&P 500 Value ETF | Fund | Member | None |
| JPMJP Morgan Chase & Co. | Stock | Member | None |
| JPM Tax Free MMkt Inst Sweep Fd | Other | Member | None |
| JPMorgan BetaBuilders Canada ETF | Fund | Member | None |
| JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF | Fund | Member | None |
| JPMorgan BetaBuilders Europe ETF | Fund | Member | None |
| JPMorgan BetaBuilders Japan ETF | Fund | Member | None |
| PHGKoninklijke Philips N.V. NY Registry Shares | Stock | Member | None |
| MASMasco Corporation | Stock | Member | None |
| Matthews Pacific Tiger Fund Insti Class | Fund | Member | None |
| MFS International Value Fund Class R6 | Fund | Member | None |
| MUMicron Technology, Inc. | Stock | Member | None |
| Nestle SA Sponsored ADR representing Registered Shares Series B | Stock | Member | None |
| NTRSNorthern Trust Corporation | Stock | Member | None |
| OMCOmnicom Group Inc. | Stock | Member | None |
| PCARPACCAR Inc. | Stock | Member | None |
| PEPPepsico, Inc. | Stock | Member | None |
| PGIM High Yield Fund Class R6 | Fund | Member | None |
| PIMCO Funds High Yield Fund Institutional Shares | Fund | Member | None |
| PPGPPG Industries, Inc. | Stock | Member | None |
| PGRProgressive Corporation | Stock | Member | None |
| Amount owed to the filer (debtor not shown) | Other | Member | None |
| DGXQuest Diagnostics Incorporated | Stock | Member | None |
| SLBSchlumberger N.V. | Stock | Member | None |
| Six Circles International Unconstrained Equity Fund | Fund | Member | None |
| Six Circles Tax Aware Bond Fund | Fund | Member | None |
| Six Circles US Unconstrained Equity Fund | Fund | Member | None |
| SNNSmith & Nephew SNATS, Inc. | Stock | Member | None |
| Sony Corporation | Stock | Member | None |
| SPYSPDR S&P 500 | Fund | Member | None |
| The Tax-Exempt Bond Fund of America - Class F-3 | Fund | Member | None |
| TJXTJX Companies, Inc. | Stock | Member | None |
| ULUnilever PLC | Stock | Member | None |
| UNHUnitedHealth Group Incorporated Common Stock | Stock | Member | None |
| Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs | Fund | Member | None |
| Cash in JP Morgan investment account | Other | Member | None |
| iShares MSCI ACWI ETF | Fund | Member | None |
| JPMorgan Investor Growth Fund I Class | Fund | Member | None |
| Cash in JP Morgan investment account | Other | Member | $1,001 - $15,000 |
| North American Life Insurance Policy | Other | Member | $250,001 - $500,000 |
| John Hancock Life Insurance Policy | Other | Member | $500,001 - $1,000,000 |
| American United Life Insurance Company - Policy 1 | Other | Member | $15,001 - $50,000 |
| American United Life Insurance Company - Policy 2 | Other | Member | $15,001 - $50,000 |
| Apollo EPF III Private Investors, LLC (Onshore) | Other | Member | $250,001 - $500,000 |
| Benefit Street Partners IV LLC (Providence Onshore) | Other | Member | $500,001 - $1,000,000 |
| Blackstone Partners Investment Fund LP Class B | Other | Member | $250,001 - $500,000 |
| Carlyle Asia Partners II Private Investors LLC | Other | Member | None |
| CD&R Fund X Private Investors, Cayman LP | Other | Member | $1,000,001 - $5,000,000 |
| Cerberus VI Private Investors, LLC | Other | Member | $500,001 - $1,000,000 |
| Corbin Capital Partners - Pinehurst Partners LP | Other | Member | $250,001 - $500,000 |
| Cushing MLP Opportunity Fund 1 LP | Other | Member | $15,001 - $50,000 |
| E-T Energy Ltd. | Other | Member | $1,001 - $15,000 |
| GIF IV Private Investors Onshore LLC Class A | Other | Member | $15,001 - $50,000 |
| GSO Private Investors II, LLC Class B | Other | Member | $1,001 - $15,000 |
| Highbridge Mezzanine Partners LP | Other | Member | $1,001 - $15,000 |
| HPS Mezzanine Private Investors II LLC | Other | Member | $1,001 - $15,000 |
| HPS Mezzanine Private Investors III LLC Onshore | Other | Member | $500,001 - $1,000,000 |
| JP Morgan | Other | Spouse | $15,001 - $50,000 |
| Optum Bank - HSA Account | Other | Member | $1,001 - $15,000 |
| PEG Secondary Private Equity Investors III LP | Other | Member | $100,001 - $250,000 |
| Phillips Adam Smith Partners, LLC (f/k/a Adam Smith Fund, LLC) | Other | Member | $1,001 - $15,000 |
| Starwood SOF XI Private Investors | Other | Member | $500,001 - $1,000,000 |
| The Dean B. Phillips 1992 GST Trust | Other | Member | $5,000,001 - $25,000,000 |
| The Dean B. Phillips 2001 GST Trust | Other | Member | $1,000,001 - $5,000,000 |
| The Phillips Qualified Blind Trust | Other | Member | $5,000,001 - $25,000,000 |
| US Bank - Checking | Other | Spouse | $15,001 - $50,000 |
How reports are read: holdings methodology.