Ro Khanna
D / House
|
MRK
MERCK & CO., INC. CMN
|
Sale
$1,001 - $15,000
|
Oct 03, 2025
|
Sep 29, 2025
|
+7.80%
|
Val T. Hoyle
D / House
|
MRK
MERCK & COMPANY, INC. COMMON STOCK
|
Sale
$1,001 - $15,000
|
Oct 10, 2025
|
Sep 23, 2025
|
+6.17%
|
Val T. Hoyle
D / House
|
MA
MASTERCARD INCORPORATED COMMON STOCK
|
Sale
$1,001 - $15,000
|
Oct 10, 2025
|
Sep 23, 2025
|
-1.45%
|
Val T. Hoyle
D / House
|
DEO
DIAGEO PLC COMMON STOCK
|
Sale
$1,001 - $15,000
|
Oct 10, 2025
|
Sep 23, 2025
|
+1.48%
|
Josh Gottheimer
D / House
|
DEO
DIAGEO PLC COMMON STOCK
|
Sale
$1,001 - $15,000
|
Oct 15, 2025
|
Sep 22, 2025
|
+2.37%
|
Marjorie Taylor Greene
R / House
|
MRK
MERCK & COMPANY, INC. COMMON STOCK
|
Purchase
$1,001 - $15,000
|
Aug 29, 2025
|
Aug 28, 2025
|
-0.49%
|
Michael T. McCaul
R / House
|
MRK
MERCK AND CO INC
|
Sale
$50,001 - $100,000
|
Sep 11, 2025
|
Aug 22, 2025
|
-5.91%
|
Michael T. McCaul
R / House
|
MRK
MERCK AND CO INC
|
Sale
$50,001 - $100,000
|
Sep 11, 2025
|
Aug 22, 2025
|
-5.91%
|
Michael T. McCaul
R / House
|
MA
MASTERCARD INC
|
Sale
$15,001 - $50,000
|
Sep 11, 2025
|
Aug 21, 2025
|
-9.76%
|
Michael T. McCaul
R / House
|
MA
MASTERCARD INC
|
Sale
$15,001 - $50,000
|
Sep 11, 2025
|
Aug 21, 2025
|
-9.76%
|
Michael T. McCaul
R / House
|
MA
MASTERCARD INC
|
Purchase
$1,001 - $15,000
|
Sep 11, 2025
|
Aug 15, 2025
|
-6.81%
|
Michael T. McCaul
R / House
|
MA
MASTERCARD INC
|
Purchase
$1,001 - $15,000
|
Sep 11, 2025
|
Aug 15, 2025
|
-6.81%
|
Julie Johnson
D / House
|
MRK
MERCK & COMPANY, INC. COMMON STOCK
|
Sale
$1,001 - $15,000
|
Sep 11, 2025
|
Aug 14, 2025
|
-0.57%
|
Gilbert Ray Cisneros, Jr.
D / House
|
MRK
MERCK & COMPANY, INC. COMMON STOCK
|
Purchase
$1,001 - $15,000
|
Sep 12, 2025
|
Aug 05, 2025
|
-0.84%
|
Lisa C. McClain
R / House
|
DEO
DIAGEO PLC COMMON STOCK
|
Sale
$1,001 - $15,000
|
Sep 12, 2025
|
Aug 04, 2025
|
-5.83%
|
Ro Khanna
D / House
|
MA
MASTERCARD INCORPORATED CMN CLASS A
|
Purchase
$1,001 - $15,000
|
Sep 09, 2025
|
Aug 04, 2025
|
-6.83%
|
Lisa C. McClain
R / House
|
MRK
MERCK & COMPANY, INC. COMMON STOCK
|
Sale
$1,001 - $15,000
|
Sep 12, 2025
|
Aug 04, 2025
|
+0.90%
|
Ro Khanna
D / House
|
MRK
MERCK & CO., INC. CMN
|
Purchase
$1,001 - $15,000
|
Sep 09, 2025
|
Aug 04, 2025
|
+0.90%
|
Ro Khanna
D / House
|
MA
MASTERCARD INCORPORATED CMN CLASS A
|
Purchase
$1,001 - $15,000
|
Sep 09, 2025
|
Aug 04, 2025
|
-6.83%
|
Ro Khanna
D / House
|
MRK
MERCK & CO., INC. CMN
|
Purchase
$1,001 - $15,000
|
Sep 09, 2025
|
Aug 04, 2025
|
+0.90%
|
Ritchie Torres
D / House
|
MRK
C�������: THIS INVESTMENT IS HELD WITHIN A PUBLICLY AVAILABLE, WIDELY HELD INDEPENDENTLY MANAGED PORTFOLIO OVER WHICH I HAVE NO AUTHORITY TO EXERCISE CONTROL OVER OR INFLUENCE THE FINANCIAL INTERESTS HELD BY THE PORTFOLIO. THE ASSETS OF THE PORTFOLIO ARE WIDELY DIVERSIFIED, AND ALL INVESTMENT DECISIONS ARE MADE SOLELY BY THE INDEPENDENT MANAGER, WITHOUT MY INPUT OR DIRECTION. MERCK & COMPANY, INC. COMMON STOCK
|
Sale
$1,001 - $15,000
|
Aug 20, 2025
|
Jul 11, 2025
|
-4.83%
|
Ro Khanna
D / House
|
MRK
MERCK & CO., INC. CMN
|
Purchase
$1,001 - $15,000
|
Aug 07, 2025
|
Jul 01, 2025
|
-3.93%
|
Ro Khanna
D / House
|
MRK
MERCK & CO., INC. CMN
|
Purchase
$1,001 - $15,000
|
Aug 07, 2025
|
Jul 01, 2025
|
-3.93%
|
Michael T. McCaul
R / House
|
MA
MASTERCARD INC
|
Sale
$50,001 - $100,000
|
Jul 07, 2025
|
Jun 27, 2025
|
-5.79%
|
Michael T. McCaul
R / House
|
MRK
MERCK AND CO INC SHS
|
Sale
$100,001 - $250,000
|
Jul 07, 2025
|
Jun 27, 2025
|
-0.53%
|
Lisa C. McClain
R / House
|
DEO
DIAGEO PLC COMMON STOCK
|
Purchase
$1,001 - $15,000
|
Aug 13, 2025
|
Jun 24, 2025
|
-12.70%
|
Lisa C. McClain
R / House
|
MRK
MERCK & COMPANY, INC. COMMON STOCK
|
Purchase
$1,001 - $15,000
|
Aug 13, 2025
|
Jun 24, 2025
|
-3.61%
|
Lisa C. McClain
R / House
|
MA
MASTERCARD INCORPORATED COMMON STOCK
|
Sale
$1,001 - $15,000
|
Aug 13, 2025
|
Jun 24, 2025
|
-8.56%
|
Ro Khanna
D / House
|
MRK
MERCK & CO., INC. CMN
|
Purchase
$15,001 - $50,000
|
Jul 09, 2025
|
Jun 23, 2025
|
-4.60%
|
Ro Khanna
D / House
|
MRK
MERCK &CO. INC COM
|
Purchase
$1,001 - $15,000
|
Jul 09, 2025
|
Jun 20, 2025
|
-4.26%
|
Ro Khanna
D / House
|
MRK
MERCK &CO. INC.COM
|
Purchase
$1,001 - $15,000
|
Jul 09, 2025
|
Jun 20, 2025
|
-4.26%
|
Lisa C. McClain
R / House
|
MA
MASTERCARD INCORPORATED COMMON STOCK
|
Purchase
$1,001 - $15,000
|
Aug 13, 2025
|
Jun 17, 2025
|
-12.67%
|
Scott Franklin
R / House
|
MRK
MERCK & COMPANY, INC. COMMON STOCK
|
Sale
$1,001 - $15,000
|
Jul 14, 2025
|
Jun 16, 2025
|
-5.50%
|
Michael T. McCaul
R / House
|
MA
MASTERCARD INC
|
Sale
$15,001 - $50,000
|
Jul 07, 2025
|
Jun 16, 2025
|
-11.59%
|
Julie Johnson
D / House
|
MRK
MERCK & COMPANY, INC. COMMON STOCK
|
Purchase
$1,001 - $15,000
|
Jul 14, 2025
|
Jun 13, 2025
|
-7.53%
|
Gilbert Ray Cisneros, Jr.
D / House
|
MRK
MERCK & COMPANY, INC. COMMON STOCK
|
Sale
$1,001 - $15,000
|
Jun 06, 2025
|
May 30, 2025
|
-2.39%
|
Ro Khanna
D / House
|
MRK
MERCK & CO., INC. CMN
|
Purchase
$15,001 - $50,000
|
Jun 10, 2025
|
May 28, 2025
|
-1.74%
|
Michael T. McCaul
R / House
|
MRK
MERCK AND CO INC SHS
|
Purchase
$50,001 - $100,000
|
Jun 09, 2025
|
May 19, 2025
|
-1.90%
|
Ro Khanna
D / House
|
MRK
MERCK & CO., INC. CMN
|
Sale
$1,001 - $15,000
|
Jun 10, 2025
|
May 19, 2025
|
-1.90%
|
Robert Bresnahan
R / House
|
MRK
MERCK & COMPANY, INC. COMMON STOCK
|
Sale
$15,001 - $50,000
|
May 31, 2025
|
May 15, 2025
|
+0.83%
|
Jefferson Shreve
R / House
|
MA
MASTERCARD INCORPORATED COMMON STOCK
|
Sale
$50,001 - $100,000
|
Jun 22, 2025
|
May 12, 2025
|
-16.96%
|
Ro Khanna
D / House
|
MRK
MERCK &CO. INC COM
|
Sale
$1,001 - $15,000
|
Jun 10, 2025
|
May 09, 2025
|
-6.15%
|
Ro Khanna
D / House
|
MRK
MERCK &CO. INC.COM
|
Sale
$1,001 - $15,000
|
Jun 10, 2025
|
May 08, 2025
|
-8.41%
|
Marjorie Taylor Greene
R / House
|
MRK
MERCK & COMPANY, INC. COMMON STOCK
|
Purchase
$1,001 - $15,000
|
May 06, 2025
|
May 05, 2025
|
-15.56%
|
Gilbert Ray Cisneros, Jr.
D / House
|
MRK
MERCK & COMPANY, INC. COMMON STOCK
|
Purchase
$1,001 - $15,000
|
May 06, 2025
|
Apr 29, 2025
|
-19.78%
|
Ro Khanna
D / House
|
MRK
MERCK & CO., INC. CMN
|
Sale
$15,001 - $50,000
|
May 12, 2025
|
Apr 23, 2025
|
-16.44%
|
Bruce Westerman
R / House
|
MRK
MERCK & COMPANY, INC. COMMON STOCK
|
Sale
$1,001 - $15,000
|
May 12, 2025
|
Apr 21, 2025
|
-20.38%
|
Bruce Westerman
R / House
|
MA
MASTERCARD INCORPORATED COMMON STOCK
|
Sale
$1,001 - $15,000
|
May 12, 2025
|
Apr 21, 2025
|
-19.16%
|
Jefferson Shreve
R / House
|
MRK
MERCK & COMPANY, INC. COMMON STOCK
|
Sale
$15,001 - $50,000
|
May 08, 2025
|
Apr 17, 2025
|
-17.51%
|
Tommy Tuberville
R / Senate
|
MA
Mastercard Inc
|
Sale (Full)
$15,001 - $50,000
|
May 15, 2025
|
Apr 15, 2025
|
-15.19%
|
Ro Khanna
D / House
|
MRK
MERCK & CO., INC. CMN
|
Purchase
$15,001 - $50,000
|
May 12, 2025
|
Apr 15, 2025
|
-15.45%
|
Josh Gottheimer
D / House
|
MA
MASTERCARD INCORPORATED COMMON STOCK
|
Sale
$1,001 - $15,000
|
May 14, 2025
|
Apr 09, 2025
|
-13.54%
|
Ro Khanna
D / House
|
MA
MASTERCARD INCORPORATED CMN CLASS A
|
Sale
$1,001 - $15,000
|
May 12, 2025
|
Apr 09, 2025
|
-13.54%
|
Marjorie Taylor Greene
R / House
|
MRK
MERCK & COMPANY, INC. COMMON STOCK
|
Purchase
$1,001 - $15,000
|
Apr 11, 2025
|
Apr 09, 2025
|
-18.86%
|
Robert Bresnahan
R / House
|
MRK
MERCK & COMPANY, INC. COMMON STOCK
|
Purchase
$15,001 - $50,000
|
May 08, 2025
|
Apr 08, 2025
|
-26.32%
|
Robert Bresnahan
R / House
|
MA
MASTERCARD INCORPORATED COMMON STOCK
|
Sale
$1,001 - $15,000
|
Apr 28, 2025
|
Apr 08, 2025
|
-16.83%
|
Jefferson Shreve
R / House
|
MA
MASTERCARD INCORPORATED COMMON STOCK
|
Sale
$15,001 - $50,000
|
May 08, 2025
|
Apr 07, 2025
|
-16.21%
|
Ro Khanna
D / House
|
MRK
MERCK &CO. INC COM
|
Purchase
$1,001 - $15,000
|
May 12, 2025
|
Apr 04, 2025
|
-27.12%
|
Ro Khanna
D / House
|
MRK
MERCK &CO. INC COM
|
Purchase
$1,001 - $15,000
|
May 12, 2025
|
Apr 04, 2025
|
-27.12%
|
Ro Khanna
D / House
|
MA
MASTERCARD INCORPORATED CLA
|
Purchase
$1,001 - $15,000
|
May 12, 2025
|
Apr 04, 2025
|
-16.66%
|
Ro Khanna
D / House
|
MA
MASTERCARD INCORPORATED CLA
|
Purchase
$1,001 - $15,000
|
May 12, 2025
|
Apr 04, 2025
|
-16.66%
|
Michael T. McCaul
R / House
|
MRK
MERCK AND CO INC SHS
|
Purchase
$100,001 - $250,000
|
May 12, 2025
|
Apr 02, 2025
|
-19.79%
|
Gilbert Ray Cisneros, Jr.
D / House
|
MRK
MERCK & COMPANY, INC. COMMON STOCK
|
Sale
$15,001 - $50,000
|
Apr 07, 2025
|
Mar 31, 2025
|
-24.38%
|
George Whitesides
D / House
|
DEO
STOCK, COMPANY-SPECIFIC HOLDINGS INTO PASSIVE ETFS AND MUTUAL FUNDS, PER BEST PRACTICES. C�������: TO AVOID ANY POSSIBLE CONFLICTS OF INTEREST WITH MY FUTURE CONGRESSIONAL WORK, I’M TRANSITIONING MY SINGLE STOCK, COMPANY-SPECIFIC HOLDINGS INTO PASSIVE ETFS AND MUTUAL FUNDS, PER BEST PRACTICES. DIAGEO PLC COMMON STOCK
|
Sale
$15,001 - $50,000
|
Apr 23, 2025
|
Mar 24, 2025
|
-23.43%
|
Kelly Morrison
D / House
|
DEO
DIAGEO PLC COMMON STOCK
|
Sale
$1,001 - $15,000
|
Apr 11, 2025
|
Mar 20, 2025
|
-27.03%
|
Kelly Morrison
D / House
|
DEO
DIAGEO PLC COMMON STOCK
|
Sale
$1,001 - $15,000
|
Apr 11, 2025
|
Mar 20, 2025
|
-27.03%
|
Kelly Morrison
D / House
|
DEO
DIAGEO PLC COMMON STOCK
|
Sale
$1,001 - $15,000
|
Apr 11, 2025
|
Mar 20, 2025
|
-27.03%
|
Kelly Morrison
D / House
|
MRK
MERCK & COMPANY, INC. COMMON STOCK
|
Sale
$1,001 - $15,000
|
Apr 11, 2025
|
Mar 20, 2025
|
-27.92%
|
Sheri Biggs
R / House
|
MRK
MERCK & COMPANY, INC. COMMON STOCK
|
Sale
$15,001 - $50,000
|
Oct 05, 2025
|
Mar 19, 2025
|
-26.97%
|
Josh Gottheimer
D / House
|
DEO
DIAGEO PLC COMMON STOCK
|
Sale
$1,001 - $15,000
|
Apr 10, 2025
|
Mar 19, 2025
|
-25.43%
|
Sheri Biggs
R / House
|
DEO
DIAGEO PLC COMMON STOCK
|
Sale
$1,001 - $15,000
|
Oct 05, 2025
|
Mar 18, 2025
|
-28.10%
|
Josh Gottheimer
D / House
|
MA
MASTERCARD INCORPORATED COMMON STOCK
|
Sale
$1,001 - $15,000
|
Apr 10, 2025
|
Mar 06, 2025
|
-13.94%
|
Bruce Westerman
R / House
|
MA
MASTERCARD INCORPORATED COMMON STOCK
|
Purchase
$1,001 - $15,000
|
Apr 16, 2025
|
Mar 03, 2025
|
-16.18%
|
Bruce Westerman
R / House
|
MRK
MERCK & COMPANY, INC. COMMON STOCK
|
Purchase
$1,001 - $15,000
|
Apr 16, 2025
|
Mar 03, 2025
|
-22.73%
|
Gilbert Ray Cisneros, Jr.
D / House
|
MRK
MERCK & COMPANY, INC. COMMON STOCK
|
Purchase
$15,001 - $50,000
|
Mar 06, 2025
|
Feb 26, 2025
|
-16.84%
|
Robert Bresnahan
R / House
|
MRK
MERCK & COMPANY, INC. COMMON STOCK
|
Sale
$15,001 - $50,000
|
Mar 27, 2025
|
Feb 25, 2025
|
-19.04%
|
Jefferson Shreve
R / House
|
MRK
MERCK & COMPANY, INC. COMMON STOCK
|
Purchase
$15,001 - $50,000
|
Mar 09, 2025
|
Feb 24, 2025
|
-18.32%
|
Ro Khanna
D / House
|
MRK
MERCK & CO., INC. CMN
|
Purchase
$15,001 - $50,000
|
Mar 06, 2025
|
Feb 19, 2025
|
-9.30%
|
John Boozman
R / Senate
|
MA
Mastercard Inc
|
Purchase
$1,001 - $15,000
|
Mar 06, 2025
|
Feb 05, 2025
|
-10.86%
|
Josh Gottheimer
D / House
|
MA
MASTERCARD INCORPORATED COMMON STOCK
|
Purchase
$1,001 - $15,000
|
Feb 10, 2025
|
Jan 31, 2025
|
-9.38%
|
Josh Gottheimer
D / House
|
MA
MASTERCARD INCORPORATED COMMON STOCK
|
Purchase
$1,001 - $15,000
|
Feb 10, 2025
|
Jan 30, 2025
|
-10.68%
|
Josh Gottheimer
D / House
|
MRK
MERCK & COMPANY, INC. COMMON STOCK
|
Sale
$15,001 - $50,000
|
Feb 10, 2025
|
Jan 27, 2025
|
-24.23%
|
Gilbert Ray Cisneros, Jr.
D / House
|
MRK
MERCK & COMPANY, INC. COMMON STOCK
|
Sale
$1,001 - $15,000
|
Feb 11, 2025
|
Jan 24, 2025
|
-20.52%
|
Julie Johnson
D / House
|
MRK
MERCK & COMPANY, INC. COMMON STOCK
|
Purchase
$1,001 - $15,000
|
Feb 12, 2025
|
Jan 17, 2025
|
-24.57%
|
Ro Khanna
D / House
|
MRK
MERCK & CO., INC. CMN
|
Sale
$15,001 - $50,000
|
Feb 06, 2025
|
Jan 17, 2025
|
-24.57%
|
Ro Khanna
D / House
|
MA
MASTERCARD INCORPORATED CMN CLASS A
|
Purchase
$1,001 - $15,000
|
Feb 06, 2025
|
Jan 17, 2025
|
-4.24%
|
Josh Gottheimer
D / House
|
MA
MASTERCARD INCORPORATED COMMON STOCK
|
Sale
$1,001 - $15,000
|
Feb 10, 2025
|
Jan 16, 2025
|
-4.99%
|
Byron Donalds
R / House
|
MRK
MERCK & COMPANY, INC. COMMON STOCK
|
Sale
$1,001 - $15,000
|
Feb 10, 2025
|
Jan 16, 2025
|
-28.02%
|
Byron Donalds
R / House
|
MRK
MERCK & COMPANY, INC. COMMON STOCK
|
Sale
$1,001 - $15,000
|
Feb 10, 2025
|
Jan 16, 2025
|
-28.02%
|
Jared Moskowitz
D / House
|
MRK
MERCK & COMPANY, INC. COMMON STOCK
|
Sale
$1,001 - $15,000
|
Feb 10, 2025
|
Jan 15, 2025
|
-27.34%
|
Jared Moskowitz
D / House
|
MRK
MERCK & COMPANY, INC. COMMON STOCK
|
Sale
$1,001 - $15,000
|
Feb 10, 2025
|
Jan 15, 2025
|
-27.34%
|
John Boozman
R / Senate
|
MA
Mastercard Incorporated Common Stock
|
Purchase
$1,001 - $15,000
|
Feb 08, 2025
|
Jan 14, 2025
|
-3.90%
|
Robert Bresnahan
R / House
|
MA
MASTERCARD INCORPORATED COMMON STOCK
|
Sale
$1,001 - $15,000
|
Feb 13, 2025
|
Jan 13, 2025
|
-3.15%
|
Tommy Tuberville
R / Senate
|
DEO
Diageo Plc ADR
|
Sale (Full)
$15,001 - $50,000
|
Feb 14, 2025
|
Jan 10, 2025
|
-31.82%
|
Michael T. McCaul
R / House
|
MRK
MERCK AND CO INC SHS
|
Sale
$15,001 - $50,000
|
Dec 16, 2024
|
Nov 20, 2024
|
-25.48%
|
Michael T. McCaul
R / House
|
MRK
MERCK AND CO INC SHS
|
Sale
$50,001 - $100,000
|
Dec 16, 2024
|
Nov 20, 2024
|
-25.48%
|
Michael T. McCaul
R / House
|
MA
MASTERCARD INC
|
Sale
$15,001 - $50,000
|
Dec 16, 2024
|
Nov 19, 2024
|
-4.55%
|
Michael T. McCaul
R / House
|
MA
MASTERCARD INC
|
Sale
$15,001 - $50,000
|
Dec 16, 2024
|
Nov 19, 2024
|
-4.55%
|
Ro Khanna
D / House
|
MRK
MERCK & CO., INC. CMN
|
Sale
$15,001 - $50,000
|
Dec 05, 2024
|
Nov 15, 2024
|
-25.38%
|
Ro Khanna
D / House
|
MA
MASTERCARD INCORPORATED CMN CLASS A
|
Purchase
$1,001 - $15,000
|
Dec 05, 2024
|
Nov 12, 2024
|
-5.29%
|
Jared Moskowitz
D / House
|
MRK
MERCK & COMPANY, INC. COMMON STOCK
|
Purchase
$1,001 - $15,000
|
Dec 09, 2024
|
Nov 08, 2024
|
-28.67%
|
Val T. Hoyle
D / House
|
MRK
MERCK & COMPANY, INC. COMMON STOCK
|
Purchase
$1,001 - $15,000
|
Sep 12, 2025
|
Oct 29, 2024
|
-32.47%
|
Val T. Hoyle
D / House
|
DEO
DIAGEO PLC COMMON STOCK
|
Purchase
$1,001 - $15,000
|
Sep 12, 2025
|
Oct 29, 2024
|
-39.20%
|
Sheldon Whitehouse
D / Senate
|
MA
Mastercard Inc
|
Sale (Partial)
$1,001 - $15,000
|
Nov 07, 2024
|
Oct 29, 2024
|
-3.41%
|
Sheldon Whitehouse
D / Senate
|
MA
Mastercard Inc
|
Sale (Partial)
$1,001 - $15,000
|
Nov 07, 2024
|
Oct 29, 2024
|
-3.41%
|
Val T. Hoyle
D / House
|
MA
MASTERCARD INCORPORATED COMMON STOCK
|
Purchase
$1,001 - $15,000
|
Sep 12, 2025
|
Oct 29, 2024
|
-3.41%
|
Ro Khanna
D / House
|
MRK
MERCK & CO., INC. CMN
|
Purchase
$1,001 - $15,000
|
Nov 08, 2024
|
Oct 14, 2024
|
-36.42%
|
Ro Khanna
D / House
|
MRK
MERCK & CO., INC. CMN
|
Sale
$1,001 - $15,000
|
Nov 08, 2024
|
Oct 11, 2024
|
-37.38%
|
Ritchie Torres
D / House
|
MRK
C�������: THIS INVESTMENT IS HELD WITHIN A PUBLICLY AVAILABLE, WIDELY HELD INDEPENDENTLY MANAGED PORTFOLIO OVER WHICH I HAVE NO AUTHORITY TO EXERCISE CONTROL OVER OR INFLUENCE THE FINANCIAL INTERESTS HELD BY THE PORTFOLIO. THE ASSETS OF THE PORTFOLIO ARE WIDELY DIVERSIFIED, AND ALL INVESTMENT DECISIONS ARE MADE SOLELY BY THE INDEPENDENT MANAGER, WITHOUT MY INPUT OR DIRECTION. MERCK & COMPANY, INC. COMMON STOCK
|
Purchase
$1,001 - $15,000
|
Aug 20, 2025
|
Sep 26, 2024
|
-40.76%
|
Jonathan L. Jackson
D / House
|
MRK
MERCK & COMPANY, INC. COMMON STOCK
|
Sale
$15,001 - $50,000
|
Oct 11, 2024
|
Sep 24, 2024
|
-42.21%
|
Josh Gottheimer
D / House
|
MA
MASTERCARD INCORPORATED COMMON STOCK
|
Purchase
$1,001 - $15,000
|
Oct 03, 2024
|
Sep 18, 2024
|
-5.00%
|
John James
R / House
|
DEO
DIAGEO PLC COMMON STOCK
|
Sale
$1,001 - $15,000
|
Sep 06, 2024
|
Sep 04, 2024
|
-45.19%
|
John James
R / House
|
MRK
MERCK & COMPANY, INC. COMMON STOCK
|
Sale
$1,001 - $15,000
|
Sep 06, 2024
|
Sep 04, 2024
|
-47.41%
|
Michael T. McCaul
R / House
|
MA
MASTERCARD INC
|
Sale
$1,001 - $15,000
|
Sep 16, 2024
|
Aug 26, 2024
|
+1.20%
|
Michael T. McCaul
R / House
|
MA
MASTERCARD INC
|
Sale
$1,001 - $15,000
|
Sep 16, 2024
|
Aug 25, 2024
|
+1.20%
|
Scott Franklin
R / House
|
MRK
C�������: OUR BROKER PURCHASED SHARES OF 29 STOCKS IN MY SPOUSE'S ROTH IRA ON 8/7/24 IN ORDER TO REBALANCE THE PORTFOLIO IN ACCORDANCE WITH THE FIRM'S INVESTMENT STRATEGY FOR ACCOUNTS THAT SIZE. HE FAILED TO NOTIFY ME OF THESE TRANSACTIONS AND IT WASN'T DISCOVERED UNTIL I WAS ATTEMPTING TO RECONCILE OUR INVESTMENT HOLDINGS FOR MY 2024 FINANCIAL DISCLOSURE. SP MERCK & COMPANY, INC. COMMON STOCK
|
Purchase
$1,001 - $15,000
|
Jul 03, 2025
|
Aug 07, 2024
|
-52.77%
|
Ro Khanna
D / House
|
MRK
MERCK & CO., INC. CMN
|
Sale
$15,001 - $50,000
|
Sep 06, 2024
|
Aug 05, 2024
|
-53.03%
|
Ro Khanna
D / House
|
MA
MASTERCARD INCORPORATED CMN CLASS A
|
Purchase
$1,001 - $15,000
|
Sep 06, 2024
|
Aug 02, 2024
|
-3.25%
|
Ro Khanna
D / House
|
MA
MASTERCARD INCORPORATED CMN CLASS A
|
Purchase
$1,001 - $15,000
|
Sep 06, 2024
|
Aug 02, 2024
|
-3.25%
|
Scott Franklin
R / House
|
MRK
MERCK & COMPANY, INC. COMMON STOCK
|
Purchase
$1,001 - $15,000
|
Aug 20, 2024
|
Aug 02, 2024
|
-51.07%
|
Michael T. McCaul
R / House
|
MRK
MERCK AND CO INC SHS
|
Purchase
$1,001 - $15,000
|
Sep 16, 2024
|
Aug 02, 2024
|
-51.07%
|
Josh Gottheimer
D / House
|
MA
MASTERCARD INCORPORATED COMMON STOCK
|
Purchase
$1,001 - $15,000
|
Aug 15, 2024
|
Jul 31, 2024
|
+0.25%
|
Josh Gottheimer
D / House
|
MA
MASTERCARD INCORPORATED COMMON STOCK
|
Purchase
$1,001 - $15,000
|
Aug 15, 2024
|
Jul 18, 2024
|
+4.77%
|
Jared Moskowitz
D / House
|
MA
MASTERCARD INCORPORATED COMMON STOCK
|
Sale
$1,001 - $15,000
|
Aug 19, 2024
|
Jul 05, 2024
|
+5.01%
|
Jared Moskowitz
D / House
|
MA
MASTERCARD INCORPORATED COMMON STOCK
|
Sale
$1,001 - $15,000
|
Aug 06, 2024
|
Jul 05, 2024
|
+5.01%
|
Jared Moskowitz
D / House
|
MA
MASTERCARD INCORPORATED COMMON STOCK
|
Sale
$1,001 - $15,000
|
Aug 06, 2024
|
Jul 05, 2024
|
+5.01%
|
Kathy E. Manning
D / House
|
MA
MASTERCARD INCORPORATED COMMON STOCK
|
Purchase
$1,001 - $15,000
|
Aug 16, 2024
|
Jul 02, 2024
|
+5.10%
|
Ro Khanna
D / House
|
MA
MASTERCARD INCORPORATED CMN CLASS A
|
Purchase
$1,001 - $15,000
|
Aug 07, 2024
|
Jul 02, 2024
|
+5.10%
|
Kathy E. Manning
D / House
|
MRK
MERCK & COMPANY, INC. COMMON STOCK
|
Purchase
$1,001 - $15,000
|
Aug 16, 2024
|
Jul 02, 2024
|
-54.67%
|
Kathy E. Manning
D / House
|
MA
MASTERCARD INCORPORATED COMMON STOCK
|
Purchase
$1,001 - $15,000
|
Aug 16, 2024
|
Jul 02, 2024
|
+5.10%
|
Ro Khanna
D / House
|
MRK
MERCK & CO., INC. CMN
|
Sale
$15,001 - $50,000
|
Aug 07, 2024
|
Jul 01, 2024
|
-55.55%
|
Josh Gottheimer
D / House
|
MA
MASTERCARD INCORPORATED COMMON STOCK
|
Sale
$1,001 - $15,000
|
Aug 15, 2024
|
Jul 01, 2024
|
+6.35%
|
Ro Khanna
D / House
|
MA
MASTERCARD INCORPORATED CMN CLASS A
|
Purchase
$15,001 - $50,000
|
Aug 07, 2024
|
Jul 01, 2024
|
+6.35%
|
Ro Khanna
D / House
|
DEO
DIAGEO ADR
|
Sale
$1,001 - $15,000
|
Jul 08, 2024
|
Jun 26, 2024
|
-45.58%
|
Ro Khanna
D / House
|
DEO
DC DIAGEO ADR
|
Sale
$1,001 - $15,000
|
Jul 08, 2024
|
Jun 26, 2024
|
-45.58%
|
Ro Khanna
D / House
|
DEO
DIAGEO ADR
|
Sale
$1,001 - $15,000
|
Jul 08, 2024
|
Jun 26, 2024
|
-45.58%
|
Josh Gottheimer
D / House
|
MRK
MERCK & COMPANY, INC. COMMON STOCK
|
Sale
$1,001 - $15,000
|
Jul 09, 2024
|
Jun 21, 2024
|
-56.85%
|
Josh Gottheimer
D / House
|
DEO
DIAGEO PLC COMMON STOCK
|
Sale
$1,001 - $15,000
|
Jul 09, 2024
|
Jun 18, 2024
|
-45.66%
|
Ro Khanna
D / House
|
MA
MASTERCARD INCORPORATED CMN CLASS A
|
Sale
$1,001 - $15,000
|
Jun 05, 2024
|
May 29, 2024
|
+0.51%
|
Ro Khanna
D / House
|
MA
MASTERCARD INCORPORATED CMN CLASS A
|
Sale
$15,001 - $50,000
|
Jun 05, 2024
|
May 28, 2024
|
+0.66%
|
Sheldon Whitehouse
D / Senate
|
DEO
Diageo Plc ADR
|
Sale (Full)
$15,001 - $50,000
|
Jun 06, 2024
|
May 08, 2024
|
-59.18%
|
Tommy Tuberville
R / Senate
|
MA
Mastercard Incorporated Common Stock
|
Sale (Full)
$1,001 - $15,000
|
Jun 14, 2024
|
May 03, 2024
|
-3.49%
|
Ro Khanna
D / House
|
MA
MASTERCARD INCORPORATED CMN CLASS A
|
Purchase
$1,001 - $15,000
|
May 06, 2024
|
Apr 26, 2024
|
-9.41%
|
Ro Khanna
D / House
|
MA
MASTERCARD INCORPORATED CMN CLASS A
|
Purchase
$1,001 - $15,000
|
May 06, 2024
|
Apr 23, 2024
|
-10.18%
|
Michael C. Burgess
R / House
|
MRK
MERCK & COMPANY, INC. COMMON STOCK
|
Sale
$1,001 - $15,000
|
May 02, 2024
|
Apr 10, 2024
|
-62.32%
|
Ro Khanna
D / House
|
MA
MASTERCARD INCORPORATED CMN CLASS A
|
Purchase
$1,001 - $15,000
|
Apr 05, 2024
|
Mar 20, 2024
|
-12.36%
|
John James
R / House
|
DEO
DIAGEO PLC COMMON STOCK
|
Purchase
$1,001 - $15,000
|
Sep 02, 2024
|
Mar 05, 2024
|
-65.52%
|
Michael T. McCaul
R / House
|
MRK
MERCK AND CO INC SHS
|
Sale
$1,001 - $15,000
|
Mar 15, 2024
|
Feb 20, 2024
|
-67.22%
|
Michael T. McCaul
R / House
|
MRK
MERCK AND CO INC SHS
|
Sale
$1,001 - $15,000
|
Mar 15, 2024
|
Feb 20, 2024
|
-67.22%
|
Ro Khanna
D / House
|
MA
MASTERCARD INCORPORATED CMN CLASS A
|
Purchase
$15,001 - $50,000
|
Mar 06, 2024
|
Feb 13, 2024
|
-12.71%
|
Ro Khanna
D / House
|
MRK
MERCK & CO., INC. CMN
|
Purchase
$15,001 - $50,000
|
Mar 06, 2024
|
Feb 13, 2024
|
-66.94%
|
Ro Khanna
D / House
|
MA
MASTERCARD INCORPORATED CMN CLASS A
|
Purchase
$1,001 - $15,000
|
Mar 06, 2024
|
Feb 13, 2024
|
-12.71%
|
Kathy E. Manning
D / House
|
MRK
MERCK & COMPANY, INC. COMMON STOCK
|
Purchase
$15,001 - $50,000
|
Feb 06, 2024
|
Jan 23, 2024
|
-66.31%
|
Kathy E. Manning
D / House
|
MRK
MERCK & COMPANY, INC. COMMON STOCK
|
Purchase
$1,001 - $15,000
|
Feb 06, 2024
|
Jan 23, 2024
|
-66.31%
|
Kathy E. Manning
D / House
|
MRK
MERCK & COMPANY, INC. COMMON STOCK
|
Purchase
$1,001 - $15,000
|
Feb 06, 2024
|
Jan 23, 2024
|
-66.31%
|
Kathy E. Manning
D / House
|
MA
MASTERCARD INCORPORATED
|
Purchase
$15,001 - $50,000
|
Feb 06, 2024
|
Jan 23, 2024
|
-9.20%
|
Kathy E. Manning
D / House
|
MA
MASTERCARD INCORPORATED
|
Purchase
$1,001 - $15,000
|
Feb 06, 2024
|
Jan 23, 2024
|
-9.20%
|
Kathy E. Manning
D / House
|
MA
MASTERCARD INCORPORATED
|
Purchase
$1,001 - $15,000
|
Feb 06, 2024
|
Jan 23, 2024
|
-9.20%
|
Ro Khanna
D / House
|
MRK
MERCK & CO., INC. CMN
|
Purchase
$1,001 - $15,000
|
Feb 05, 2024
|
Jan 10, 2024
|
-68.13%
|
Ro Khanna
D / House
|
MA
MASTERCARD INCORPORATED CMN -CLASS A
|
Sale
$15,001 - $50,000
|
Feb 05, 2024
|
Jan 10, 2024
|
-8.48%
|
Ro Khanna
D / House
|
MA
MASTERCARD INCORPORATED CMN CLASS A
|
Sale
$100,001 - $250,000
|
Feb 05, 2024
|
Jan 10, 2024
|
-8.48%
|
Ro Khanna
D / House
|
MRK
MERCK & CO., INC. CMN
|
Purchase
$15,001 - $50,000
|
Feb 05, 2024
|
Jan 10, 2024
|
-68.13%
|
Jared Moskowitz
D / House
|
MRK
MERCK & COMPANY, INC. COMMON STOCK
|
Purchase
$1,001 - $15,000
|
Jan 22, 2024
|
Dec 28, 2023
|
-61.50%
|
Jared Moskowitz
D / House
|
MRK
MERCK & COMPANY, INC. COMMON STOCK
|
Purchase
$1,001 - $15,000
|
Jan 22, 2024
|
Dec 28, 2023
|
-61.50%
|
Josh Gottheimer
D / House
|
MA
MASTERCARD INCORPORATED
|
Sale
$1,001 - $15,000
|
Jan 07, 2024
|
Dec 20, 2023
|
-8.27%
|
Earl Blumenauer
D / House
|
DEO
DIAGEO PLC
|
Purchase
$15,001 - $50,000
|
Jan 04, 2024
|
Dec 07, 2023
|
-75.56%
|
Ro Khanna
D / House
|
MRK
MERCK & CO., INC. CMN
|
Sale
$1,001 - $15,000
|
Jan 04, 2024
|
Dec 05, 2023
|
-65.74%
|
John R. Curtis
R / House
|
MA
MASTERCARD INCORPORATED
|
Sale
$1,001 - $15,000
|
Dec 15, 2023
|
Dec 04, 2023
|
-8.09%
|
Ro Khanna
D / House
|
MRK
MERCK & CO., INC. CMN
|
Sale
$15,001 - $50,000
|
Jan 04, 2024
|
Dec 04, 2023
|
-64.80%
|
John James
R / House
|
MRK
MERCK & COMPANY, INC. COMMON STOCK
|
Purchase
$1,001 - $15,000
|
Sep 02, 2024
|
Nov 10, 2023
|
-67.23%
|
Ro Khanna
D / House
|
MRK
MERCK & CO., INC. CMN
|
Purchase
$1,001 - $15,000
|
Nov 08, 2023
|
Oct 31, 2023
|
-76.42%
|
Michael T. McCaul
R / House
|
MA
MASTERCARD INC
|
Sale
$50,001 - $100,000
|
Nov 13, 2023
|
Oct 27, 2023
|
-7.79%
|
Michael T. McCaul
R / House
|
MA
MASTERCARD INC
|
Sale
$15,001 - $50,000
|
Nov 13, 2023
|
Oct 27, 2023
|
-7.79%
|
Greg Stanton
D / House
|
MA
MASTERCARD INCORPORATED
|
Sale
$1,001 - $15,000
|
Nov 09, 2023
|
Oct 24, 2023
|
-11.94%
|
Greg Stanton
D / House
|
MRK
MERCK & COMPANY, INC. COMMON STOCK
|
Sale
$1,001 - $15,000
|
Nov 09, 2023
|
Oct 24, 2023
|
-74.63%
|
Tommy Tuberville
R / Senate
|
MRK
Merck & Company, Inc. Common Stock (new)
|
Sale (Full)
$1,001 - $15,000
|
Nov 16, 2023
|
Oct 16, 2023
|
-71.05%
|