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PalanorPalanor

Congressional stock trades · Member

Mikie Sherrill

Former representative · NJ-11 · Democrat

181 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.

DisclosedTradedDaysOwnerAssetTypeAmount range (as filed)Source
2025-03-102025-03-073JointUBSUBS Group AG Registered Ordinary SharesSale (partial)$250,001 - $500,000Clerk →
2024-05-152024-05-141JointUBSUBS Group AG Registered Ordinary SharesSale (partial)$50,001 - $100,000Clerk →
2024-05-132024-05-130JointUBSUBS Group AG Registered Ordinary SharesSale (partial)$250,001 - $500,000Clerk →
2023-03-032023-03-030SpouseUBSUBS Group AG Registered Ordinary SharesSale$250,001 - $500,000Clerk →
2022-05-232022-05-230JointUBSUBS Group AG Registered Ordinary SharesSale$100,001 - $250,000Clerk →
2022-04-062022-03-0928JointUBSUBS group Ag Registered Ordinary SharesSale (partial)$100,001 - $250,000Clerk →
2021-12-032020-06-01550 ·>45SpouseUBSUBS group Ag Registered Ordinary SharesSale$50,001 - $100,000Clerk →
2021-12-032020-04-29583 ·>45SpouseUBSUBS group Ag Registered Ordinary SharesSale (partial)$100,001 - $250,000Clerk →
2021-04-012021-03-0923SpouseUBSUBS group Ag Registered Ordinary SharesSale$250,001 - $500,000Clerk →
2020-04-052020-02-2144MemberIShares Expanded Tech-Software Sector ETFPurchase$100,001 - $250,000Clerk →
2020-04-052020-02-2144MemberFidelity Dividend ETF for Rising RatesPurchase$100,001 - $250,000Clerk →
2020-04-052020-02-2144MemberNuveen ESG Large-Cap growth ETFPurchase$100,001 - $250,000Clerk →
2020-04-052020-02-2144MemberSchwab US Dividend Equity ETFPurchase$100,001 - $250,000Clerk →
2020-04-052020-02-2144MemberSPDR Series Trust SPDR Portfolio S&P 500 growth ETFPurchase$100,001 - $250,000Clerk →
2020-04-052020-02-2045MemberITWIllinois Tool Works Inc.Sale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberADIAnalog Devices, Inc.Sale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberHONHoneywell International Inc.Sale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberVZVerizon Communications Inc.Sale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberDOVDover CorporationSale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberYUMCYum China Holdings, Inc.Sale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberPNCPNC Financial Services group, Inc.Sale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberTXNTexas Instruments IncorporatedSale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberCBChubb limitedSale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberREGNRegeneron Pharmaceuticals, Inc.Sale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberCMCSAComcast Corporation - Class aSale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberPEGPublic Service Enterprise group IncorporatedSale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberSWKStanley Black & Decker, Inc.Sale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberLLYEli lilly and CompanySale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberVTRVentas, Inc.Sale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberHIGHartford Financial Services group, Inc.Sale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberNVONovo Nordisk A/SSale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberVFCV.F. CorporationSale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberCFRCullen/Frost Bankers, Inc.Sale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberGILDGilead Sciences, Inc.Sale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberCerner CorporationSale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberVarian Medical Systems, Inc.Sale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberNSCNorfolk Southern CorporationSale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberJNJJohnson & JohnsonSale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberCVXChevron CorporationSale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberETREntergy CorporationSale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberAREAlexandria Real Estate Equities, Inc.Sale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberGOOGAlphabet Inc. - Class C Capital StockSale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberAJGArthur J. gallagher & Co.Sale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberSBUXStarbucks CorporationSale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberCMSCMS Energy CorporationSale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberSPGSimon Property group, Inc.Sale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberDiscover Financial ServicesSale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberADSKAutodesk, Inc.Sale$15,001 - $50,000Clerk →
2020-04-052020-02-2045MemberYUMYum! Brands, Inc.Sale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberNEENextEra Energy, Inc.Sale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberVVisa Inc.Sale$15,001 - $50,000Clerk →
2020-04-052020-02-2045MemberNVDANVIDIA CorporationSale$15,001 - $50,000Clerk →
2020-04-052020-02-2045MemberXELXcel Energy Inc.Sale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberMDTMedtronic plc. Ordinary SharesSale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberCSCOCisco Systems, Inc.Sale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberRoche Holdings ag Basel american Depositary SharesSale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberBACBank of america CorporationSale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberWMTWalmart Inc.Sale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberAMGNAmgen Inc.Sale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberGOOGLAlphabet Inc. - Class aSale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberMCDMcDonald's CorporationSale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberFISFidelity National Information Services, Inc.Sale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberEIXEdison InternationalSale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberPGRProgressive CorporationSale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberVLOValero Energy CorporationSale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberMETAFacebook, Inc. - Class aSale$15,001 - $50,000Clerk →
2020-04-052020-02-2045MemberAAPLApple Inc.Sale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberORCLOracle CorporationSale$15,001 - $50,000Clerk →
2020-04-052020-02-2045MemberDDDuPont de Nemours, Inc.Sale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberRTXUnited Technologies CorporationSale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberMRSHMarsh & Mclennan Companies, Inc.Sale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberMTBM&T Bank CorporationSale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberMETMetlife, Inc.Sale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberABTAbbott laboratoriesSale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberSLBSchlumberger N.V.Sale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberNVSNovartis agSale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberIBMInternational Business Machines CorporationSale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberCLColgate-Palmolive CompanySale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberTROWT. Rowe Price group, Inc.Sale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberUNHUnitedHealth group Incorporated Common StockSale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberEXPDExpeditors International of Washington, Inc.Sale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberDEDeere & CompanySale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberAPDAir Products and Chemicals, Inc.Sale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberBLKBlackRock, Inc.Sale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberHASHasbro, Inc.Sale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberCVSCVS Health CorporationSale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberVNOVornado Realty TrustSale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberHDHome Depot, Inc.Sale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberCMECME group Inc. - Class aSale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberADPAutomatic Data Processing, Inc.Sale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberRSGRepublic Services, Inc.Sale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberMRKMerck & Company, Inc. Common StockSale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberBDXBecton, Dickinson and CompanySale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberWHWyndham Hotels & Resorts, Inc.Sale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberSEICSEI Investments CompanySale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberPEPPepsico, Inc.Sale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberMNSTMonster Beverage CorporationSale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberCOPConocoPhillipsSale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberLVSLas Vegas Sands Corp.Sale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberPPGPPG Industries, Inc.Sale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberPHParker-Hannifin CorporationSale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberAvalonBay Communities, Inc.Sale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberWFCWells Fargo & CompanySale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberPMPhilip Morris International IncSale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberDanone Sponsored ADRSale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberBABAAlibaba group Holding limited american Depositary Shares each representing eight Ordinary shareSale$15,001 - $50,000Clerk →
2020-04-052020-02-2045MemberMDLZMondelez International, Inc. - Class aSale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberTFCTruist Financial CorporationSale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberCOFCapital One Financial CorporationSale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberBMYBristol-Myers Squibb CompanySale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberMSFTMicrosoft CorporationSale$15,001 - $50,000Clerk →
2020-04-052020-02-2045MemberPGProcter & gamble CompanySale$15,001 - $50,000Clerk →
2020-04-052020-02-2045MemberFDSFactSet Research Systems Inc.Sale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberMOAltria group, Inc.Sale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberKOCoca-Cola CompanySale$15,001 - $50,000Clerk →
2020-04-052020-02-2045MemberBXPBoston Properties, Inc.Sale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberGDGeneral Dynamics CorporationSale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberPRUPrudential Financial, Inc.Sale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberQCOMQUALCOMM IncorporatedSale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberUSBU.S. BancorpSale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberPFEPfizer, Inc.Sale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberACNAccenture plc Class a Ordinary SharesSale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberAMZNAmazon.com, Inc.Sale$15,001 - $50,000Clerk →
2020-04-052020-02-2045MemberNTRSNorthern Trust CorporationSale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberXOMExxon Mobil CorporationSale$1,001 - $15,000Clerk →
2020-04-052020-02-2045MemberTRVThe Travelers Companies, Inc.Sale$1,001 - $15,000Clerk →
2020-03-232020-02-0646 ·>45MemberMRKMerck & Company, Inc. Common StockSale$770.32Clerk →
2020-02-192020-02-0415MemberIBMInternational Business Machines CorporationPurchase$1,001 - $15,000Clerk →
2020-02-192020-01-2723MemberMTBM&T Bank CorporationPurchase$1,001 - $15,000Clerk →
2020-02-192020-01-2129MemberVTRVentas, Inc.Purchase$1,001 - $15,000Clerk →
2020-02-192020-01-2129MemberGILDGilead Sciences, Inc.Purchase$1,001 - $15,000Clerk →
2020-02-192020-01-2129MemberPRUPrudential Financial, Inc.Purchase$1,001 - $15,000Clerk →
2020-02-192020-01-2129MemberXOMExxon Mobil CorporationPurchase$1,001 - $15,000Clerk →
2020-02-192020-01-2129MemberBLKBlackRock, Inc.Purchase$1,001 - $15,000Clerk →
2020-02-192020-01-2129MemberGDGeneral Dynamics CorporationPurchase$1,001 - $15,000Clerk →
2020-02-192020-01-2129MemberDDDuPont de Nemours, Inc.Purchase$1,001 - $15,000Clerk →
2020-02-192020-01-2129MemberBMYBristol-Myers Squibb CompanyPurchase$1,001 - $15,000Clerk →
2020-02-192020-01-2129MemberPFEPfizer, Inc.Purchase$1,001 - $15,000Clerk →
2020-02-192020-01-2129MemberVNOVornado Realty TrustPurchase$1,001 - $15,000Clerk →
2020-02-192020-01-2129MemberPMPhilip Morris International IncPurchase$1,001 - $15,000Clerk →
2020-02-192020-01-1535MemberAMZNAmazon.com, Inc.Purchase$1,001 - $15,000Clerk →
2020-02-192020-01-1535MemberREGNRegeneron Pharmaceuticals, Inc.Purchase$1,001 - $15,000Clerk →
2020-02-192020-01-1535MemberCLColgate-Palmolive CompanyPurchase$1,001 - $15,000Clerk →
2020-02-192020-01-1535MemberSLBSchlumberger N.V.Purchase$1,001 - $15,000Clerk →
2020-02-192020-01-1535MemberSEICSEI Investments CompanyPurchase$1,001 - $15,000Clerk →
2020-01-102020-01-028MemberRoche Holdings ag Basel american Depositary SharesPurchase$1,001 - $15,000Clerk →
2020-01-102019-12-3011MemberQCOMQUALCOMM IncorporatedSale$614.71Clerk →
2020-01-102019-12-2714MemberQCOMQUALCOMM IncorporatedSale$442.93Clerk →
2020-01-102019-12-2318MemberAXPAmerican Express CompanySale$497.08Clerk →
2020-01-102019-12-2318MemberQCOMQUALCOMM IncorporatedSale$443.07Clerk →
2020-01-102019-12-1823MemberXOMExxon Mobil CorporationSale$1,001 - $15,000Clerk →
2020-01-102019-12-1823MemberVNOVornado Realty TrustSale$1,001 - $15,000Clerk →
2020-01-102019-12-1823MemberDDDuPont de Nemours, Inc.Sale$1,001 - $15,000Clerk →
2020-01-102019-12-1823MemberPFEPfizer, Inc.Sale$1,001 - $15,000Clerk →
2020-01-102019-12-1823MemberBMYBristol-Myers Squibb CompanySale$1,001 - $15,000Clerk →
2020-01-102019-12-1823MemberVTRVentas, Inc.Sale$1,001 - $15,000Clerk →
2020-01-102019-12-1823MemberGILDGilead Sciences, Inc.Sale$1,001 - $15,000Clerk →
2020-01-102019-12-1823MemberMTBM&T Bank CorporationSale$1,001 - $15,000Clerk →
2020-01-102019-12-1823MemberPMPhilip Morris International IncSale$1,001 - $15,000Clerk →
2020-01-102019-12-1823MemberPRUPrudential Financial, Inc.Sale$1,001 - $15,000Clerk →
2020-01-102019-12-1823MemberBLKBlackRock, Inc.Sale$1,001 - $15,000Clerk →
2020-01-102019-12-1823MemberGDGeneral Dynamics CorporationSale$1,001 - $15,000Clerk →
2020-01-102019-12-1229MemberCLColgate-Palmolive CompanySale$1,001 - $15,000Clerk →
2020-01-102019-12-1229MemberREGNRegeneron Pharmaceuticals, Inc.Sale$1,001 - $15,000Clerk →
2020-01-102019-12-1229MemberSLBSchlumberger N.V.Sale$1,001 - $15,000Clerk →
2020-01-102019-12-1229MemberSEICSEI Investments CompanySale$1,001 - $15,000Clerk →
2020-01-032019-11-2539MemberTiffany & Co.Sale$1,001 - $15,000Clerk →
2020-01-032019-11-1846 ·>45MemberJNJJohnson & JohnsonPurchase$1,001 - $15,000Clerk →
2020-01-032019-11-1846 ·>45MemberCVSCVS Health CorporationPurchase$1,001 - $15,000Clerk →
2020-01-032019-10-3065 ·>45MemberBDXBecton, Dickinson and CompanySale$509.87Clerk →
2020-01-032019-10-2273 ·>45MemberMSFTMicrosoft CorporationSale$412.82Clerk →
2020-01-032019-10-1778 ·>45MemberTXNTexas Instruments IncorporatedSale$778.09Clerk →
2020-01-032019-10-1778 ·>45MemberMSFTMicrosoft CorporationSale$976.45Clerk →
2020-01-032019-10-0491 ·>45MemberRoche Holdings ag Basel american Depositary SharesPurchase$1,001 - $15,000Clerk →
2020-01-032019-10-0392 ·>45MemberRoche Holdings ag Basel american Depositary SharesPurchase$1,001 - $15,000Clerk →
2020-01-032019-09-11114 ·>45MemberMSFTMicrosoft CorporationSale$678.84Clerk →
2020-01-032019-09-11114 ·>45MemberCMECME group Inc. - Class aSale$405.92Clerk →
2020-01-032019-08-29127 ·>45MemberRTXUnited Technologies CorporationPurchase$1,001 - $15,000Clerk →
2020-01-032019-08-13143 ·>45MemberVLOValero Energy CorporationPurchase$1,001 - $15,000Clerk →
2020-01-032019-08-07149 ·>45MemberRTXUnited Technologies CorporationPurchase$1,001 - $15,000Clerk →
2020-01-032019-08-02154 ·>45MemberPFEPfizer, Inc.Sale$1,001 - $15,000Clerk →

How these are read and published: methodology.

Holdings · annual financial disclosure

Assets listed on the 2019 report.

200 assets with a value on the report filed 2020-08-13, 111 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)
ABTAbbott LaboratoriesStockJoint$1,001 - $15,000
ACNAccenture plc Class A Ordinary SharesStockJoint$1,001 - $15,000
AIA Group, Ltd. Sponsored American Depository ReceiptStockJointNone
APDAir Products and Chemicals, Inc.StockJoint$1,001 - $15,000
Airbus Group Unsponsored ADRStockJointNone
AREAlexandria Real Estate Equities, Inc.StockJoint$1,001 - $15,000
BABAAlibaba Group Holding Limited American Depositary Shares each representing eight Ordinary shareStockJoint$15,001 - $50,000
GOOGLAlphabet Inc. - Class AStockJoint$1,001 - $15,000
GOOGAlphabet Inc. - Class C Capital StockStockJoint$1,001 - $15,000
MOAltria Group, Inc.StockJoint$1,001 - $15,000
AMZNAmazon.com, Inc.StockJoint$15,001 - $50,000
AXPAmerican Express CompanyStockJointNone
AMGNAmgen Inc.StockJoint$1,001 - $15,000
ADIAnalog Devices, Inc.StockJoint$1,001 - $15,000
AAPLApple Inc.StockJoint$1,001 - $15,000
AJGArthur J. Gallagher & Co.StockJoint$1,001 - $15,000
ASMLASML Holding N.V. - New York Registry SharesStockJointNone
AZNAstrazeneca PLCStockJointNone
ADSKAutodesk, Inc.StockJoint$15,001 - $50,000
ADPAutomatic Data Processing, Inc.StockJoint$1,001 - $15,000
AvalonBay Communities, Inc.StockJoint$1,001 - $15,000
Bank of America Bank AccountOtherMember$1,001 - $15,000
BACBank of America CorporationStockJoint$1,001 - $15,000
BDXBecton, Dickinson and CompanyStockJoint$1,001 - $15,000
BLKBlackRock, Inc.StockJoint$1,001 - $15,000
BXPBoston Properties, Inc.StockJoint$1,001 - $15,000
BMYBristol-Myers Squibb CompanyStockJoint$1,001 - $15,000
CNICanadian National Railway CompanyStockJointNone
COFCapital One Financial CorporationStockJoint$1,001 - $15,000
Carlsberg AS Sponsored ADR Representing Class B SharesStockJointNone
CVXChevron CorporationStockJoint$1,001 - $15,000
CBChubb LimitedStockJoint$1,001 - $15,000
CSCOCisco Systems, Inc.StockJoint$1,001 - $15,000
CMECME Group Inc. - Class AStockJoint$1,001 - $15,000
CMSCMS Energy CorporationStockJoint$1,001 - $15,000
KOCoca-Cola CompanyStockJoint$1,001 - $15,000
CMCSAComcast Corporation - Class AStockJoint$1,001 - $15,000
COPConocoPhillipsStockJoint$1,001 - $15,000
CFRCullen/Frost Bankers, Inc.StockJoint$1,001 - $15,000
CVSCVS Health CorporationStockJoint$1,001 - $15,000
Danone Sponsored ADRStockJoint$1,001 - $15,000
DEDeere & CompanyStockJoint$1,001 - $15,000
DEODiageo plcStockJointNone
Discover Financial ServicesStockJoint$1,001 - $15,000
DNB ASA SPONSORED ADR Representing 10StockJointNone
DOVDover CorporationStockJoint$1,001 - $15,000
DSV A/S Unsponsored ADRStockJointNone
EIXEdison InternationalStockJoint$1,001 - $15,000
LLYEli Lilly and CompanyStockJoint$1,001 - $15,000
Enel Societa Per Azioni Unsponsored ADRStockJointNone
EXPDExpeditors International of Washington, Inc.StockJoint$1,001 - $15,000
METAFacebook, Inc. - Class AStockJoint$15,001 - $50,000
FDSFactSet Research Systems Inc.StockJoint$1,001 - $15,000
Fidelity Advisor 529 Diversified International Portfolio - Class AFundDependent$15,001 - $50,000
Fidelity Advisor 529 New Insights Portfolio - Class AFundDependent$15,001 - $50,000
Fidelity Advisor 529 Strategic Dividend & Income Portfolio - Class AFundDependent$50,001 - $100,000
Fidelity Advisor 529 Diversified International Portfolio - Class AFundDependent$50,001 - $100,000
Fidelity Advisor 529 New Insights Portfolio - Class AFundDependent$50,001 - $100,000
Fidelity Advisor 529 Strategic Dividend & Income Portfolio - Class AFundDependent$50,001 - $100,000
Fidelity Advisor 529 Diversified International Portfolio - Class AFundDependent$15,001 - $50,000
Fidelity Advisor 529 New Insights Portfolio - Class AFundDependent$50,001 - $100,000
Fidelity Advisor 529 Strategic Dividend & Income Portfolio - Class AFundDependent$15,001 - $50,000
Fidelity Advisor 529 Diversified International Portfolio - Class AFundDependent$15,001 - $50,000
Fidelity Advisor 529 New Insights Portfolio - Class AFundDependent$15,001 - $50,000
Fidelity Advisor 529 Strategic Dividend & Income Portfolio - Class AFundDependent$15,001 - $50,000
FISFidelity National Information Services, Inc.StockJoint$1,001 - $15,000
GDGeneral Dynamics CorporationStockJoint$1,001 - $15,000
Givaudan SA Unsponsored ADRStockJointNone
HIGHartford Financial Services Group, Inc.StockJoint$1,001 - $15,000
HASHasbro, Inc.StockJoint$1,001 - $15,000
HDBHDFC Bank LimitedStockJoint$1,001 - $15,000
Hermes Intl S A Unsponsored ADRStockJointNone
HDHome Depot, Inc.StockJoint$1,001 - $15,000
HONHoneywell International Inc.StockJoint$1,001 - $15,000
Hoya Corp Sponsored ADRStockJointNone
Iberdrola Sa Sponsored ADRStockJointNone
ITWIllinois Tool Works Inc.StockJoint$1,001 - $15,000
iShares Core MSCI EAFE ETFStockJoint$100,001 - $250,000
iShares Russell 1000 Value ETFStockJoint$1,001 - $15,000
Jardine Matheson Holdings Ltd Unsponsored ADRStockJointNone
JNJJohnson & JohnsonStockJoint$1,001 - $15,000
Kering Unsponsored ADRStockJointNone
Keyence Corp Ordinary SharesStockJointNone
LVSLas Vegas Sands Corp.StockJoint$1,001 - $15,000
LSEGYLondon Stock Exchange Group plc Ordinary SharesStockJointNone
L'Oreal Co. American Depositary SharesStockJointNone
LVMH Moet Hennessy Louis Vuitton Unsponsored American Depositary ReceiptStockJointNone
MTBM&T Bank CorporationStockJoint$1,001 - $15,000
MRSHMarsh & McLennan Companies, Inc.StockJoint$1,001 - $15,000
Massachusetts Mutual Life Insurance CompanyOtherMember$15,001 - $50,000
Massachusetts Mutual Life Insurance CompanyOtherMember$15,001 - $50,000
MCDMcDonald's CorporationStockJoint$1,001 - $15,000
MDTMedtronic plc. Ordinary SharesStockJoint$1,001 - $15,000
MELIMercadoLibre, Inc.StockJointNone
MRKMerck & Company, Inc. Common StockStockJoint$1,001 - $15,000
METMetLife, Inc.StockJoint$1,001 - $15,000
MSFTMicrosoft CorporationStockJoint$15,001 - $50,000
MDLZMondelez International, Inc. - Class AStockJoint$1,001 - $15,000
MNSTMonster Beverage CorporationStockJoint$1,001 - $15,000
Nestle SA Sponsored ADR representing Registered Shares Series BStockJointNone
Nidec CorporationStockJointNone
NINiSource IncStockJointNone
NSCNorfolk Southern CorporationStockJoint$1,001 - $15,000
NTRSNorthern Trust CorporationStockJoint$1,001 - $15,000
NVSNovartis AGStockJoint$1,001 - $15,000
NVONovo Nordisk A/SStockJoint$1,001 - $15,000
NVDANVIDIA CorporationStockJoint$1,001 - $15,000
Vanguard Total Bond Market II Index FundFundDependent$1,001 - $15,000
Vanguard Total International Bond Index FundFundDependent$1,001 - $15,000
Vanguard Total International Stock Index FundFundDependent$1,001 - $15,000
Vanguard Total Stock Market Index FundFundDependent$1,001 - $15,000
Vanguard Total Bond Market II Index FundFundDependent$1,001 - $15,000
Vanguard Total International Bond Index FundFundDependent$1,001 - $15,000
Vanguard Total International Stock Index FundFundDependent$1,001 - $15,000
Vanguard Total Stock Market Index FundFundDependent$1,001 - $15,000
ORCLOracle CorporationStockJoint$15,001 - $50,000
PHParker-Hannifin CorporationStockJoint$1,001 - $15,000
PEPPepsico, Inc.StockJoint$1,001 - $15,000
Pernod Ricard SA Unsponsored ADRStockJointNone
PFEPfizer, Inc.StockJoint$1,001 - $15,000
PMPhilip Morris International IncStockJoint$1,001 - $15,000
PNCPNC Financial Services Group, Inc.StockJoint$1,001 - $15,000
PPGPPG Industries, Inc.StockJoint$1,001 - $15,000
PGProcter & Gamble CompanyStockJoint$15,001 - $50,000
PGRProgressive CorporationStockJoint$1,001 - $15,000
PRUPrudential Financial, Inc.StockJoint$1,001 - $15,000
PEGPublic Service Enterprise Group IncorporatedStockJoint$1,001 - $15,000
QCOMQUALCOMM IncorporatedStockJoint$1,001 - $15,000
REGNRegeneron Pharmaceuticals, Inc.StockJoint$1,001 - $15,000
RELXRELX PLC PLC American Depositary SharesStockJointNone
RSGRepublic Services, Inc.StockJoint$1,001 - $15,000
RIORio Tinto PlcStockJointNone
Roche Holdings AG Basel American Depositary SharesStockJoint$1,001 - $15,000
iShares Core MSCI EAFE ETFStockSpouse$15,001 - $50,000
iShares Core MSCI Emerging Markets ETFStockSpouse$15,001 - $50,000
iShares Core S&P Small-Cap ETFStockSpouse$15,001 - $50,000
iShares Inc iShares MSCI Brazil ETFStockSpouse$1,001 - $15,000
iShares MSCI China ETFStockSpouse$15,001 - $50,000
iShares MSCI EAFE ETFStockSpouse$50,001 - $100,000
iShares MSCI Japan Index FundStockSpouse$1,001 - $15,000
iShares Russell Midcap Growth ETFStockSpouse$1,001 - $15,000
iShares Russell Mid-cap Value ETFStockSpouse$1,001 - $15,000
Schwab U.S. Broad Market ETFStockSpouseNone
SPDR Select Sector Fund - Consumer DiscretionaryStockSpouse$1,001 - $15,000
SPDR Select Sector Fund - Consumer StaplesStockSpouse$1,001 - $15,000
SPDR Select Sector Fund - TechnologyStockSpouseNone
The Communication Services Select Sector SPDR FundStockSpouse$1,001 - $15,000
Vanguard Growth ETFStockSpouse$50,001 - $100,000
Vanguard Mid-Cap ETFStockSpouse$15,001 - $50,000
Vanguard Value ETFStockSpouse$50,001 - $100,000
iShares Core MSCI EAFE ETFStockMember$15,001 - $50,000
iShares Core MSCI Emerging Markets ETFStockMember$1,001 - $15,000
iShares Core S&P Small-Cap ETFStockMember$1,001 - $15,000
iShares Inc iShares MSCI Brazil ETFStockMember$1,001 - $15,000
iShares MSCI China ETFStockMember$1,001 - $15,000
iShares MSCI EAFE ETFStockMember$15,001 - $50,000
iShares MSCI Japan Index FundStockMember$1,001 - $15,000
iShares Russell Midcap Growth ETFStockMember$1,001 - $15,000
iShares Russell Mid-cap Value ETFStockMember$1,001 - $15,000
SPDR Select Sector Fund - Consumer DiscretionaryStockMember$1,001 - $15,000
SPDR Select Sector Fund - Consumer StaplesStockMember$1,001 - $15,000
SPDR Select Sector Fund - TechnologyStockMemberNone
The Communication Services Select Sector SPDR FundStockMember$1,001 - $15,000
Vanguard Growth ETFStockMember$15,001 - $50,000
Vanguard Mid-Cap ETFStockMember$1,001 - $15,000
Vanguard Value ETFStockMember$15,001 - $50,000
RPMRPM International Inc.StockJoint$1,001 - $15,000
Safran S.A. Unsponsored ADRStockJointNone
SAPSAP SE ADSStockJointNone
SEICSEI Investments CompanyStockJoint$1,001 - $15,000
Smc Cp Ordinary SharesStockJointNone
Softbank Corp Unsponsored ADRStockJointNone
Sonova Holding AG Unsponsored ADRStockJointNone
SPYSPDR S&P 500StockJoint$1,001 - $15,000
SPYSPDR S&P 500StockSpouse$250,001 - $500,000
SWKStanley Black & Decker, Inc.StockJoint$1,001 - $15,000
SBUXStarbucks CorporationStockJoint$1,001 - $15,000
TROWT. Rowe Price Group, Inc.StockJoint$1,001 - $15,000
TSMTaiwan Semiconductor Manufacturing Company Ltd.StockJointNone
TXNTexas Instruments IncorporatedStockJoint$1,001 - $15,000
TRVThe Travelers Companies, Inc.StockJoint$1,001 - $15,000
Tiffany & Co.StockJointNone
TFCTruist Financial CorporationStockJoint$1,001 - $15,000
USBU.S. BancorpStockJoint$1,001 - $15,000
UBS Bank Deposit AcctOtherSpouse$15,001 - $50,000
RTXUnited Technologies CorporationStockJoint$1,001 - $15,000
UNHUnitedHealth Group Incorporated Common StockStockJoint$1,001 - $15,000
USAA Bank AccountsOtherMember$50,001 - $100,000
VFCV.F. CorporationStockJoint$1,001 - $15,000
VLOValero Energy CorporationStockJoint$1,001 - $15,000
Vanguard Growth ETFStockJoint$15,001 - $50,000
Varian Medical Systems, Inc.StockJoint$1,001 - $15,000
VZVerizon Communications Inc.StockJoint$1,001 - $15,000
VVisa Inc.StockJoint$15,001 - $50,000
WMTWalmart Inc.StockJoint$1,001 - $15,000
WFCWells Fargo & CompanyStockJoint$1,001 - $15,000
WHWyndham Hotels & Resorts, Inc.StockJoint$1,001 - $15,000
XELXcel Energy Inc.StockJoint$1,001 - $15,000
YUMCYum China Holdings, Inc.StockJoint$1,001 - $15,000
YUMYum! Brands, Inc.StockJoint$1,001 - $15,000

How reports are read: holdings methodology.