Adam B. Schiff
D / Senate
|
AAPL
Apple Inc
|
Sale (Partial)
$15,001 - $50,000
|
Sep 30, 2025
|
Sep 22, 2025
|
-0.07%
|
Sheldon Whitehouse
D / Senate
|
UNH
Unitedhealth Group Inc
|
Sale (Full)
$15,001 - $50,000
|
Sep 03, 2025
|
Aug 28, 2025
|
+11.64%
|
Marjorie Taylor Greene
R / House
|
UNH
UNITEDHEALTH GROUP INCORPORATED COMMON STOCK
|
Purchase
$1,001 - $15,000
|
Aug 29, 2025
|
Aug 28, 2025
|
+11.64%
|
Ro Khanna
D / House
|
UNH
UNITEDHEALTH GROUP INCORPORATE CMN
|
Purchase
$15,001 - $50,000
|
Sep 09, 2025
|
Aug 26, 2025
|
+11.75%
|
Ro Khanna
D / House
|
UNH
UNITEDHEALTH GROUP INCORPORATE CMN
|
Purchase
$15,001 - $50,000
|
Sep 09, 2025
|
Aug 26, 2025
|
+11.75%
|
Michael T. McCaul
R / House
|
UNH
UNITEDHEALTH GROUP INC
|
Sale
$50,001 - $100,000
|
Sep 11, 2025
|
Aug 21, 2025
|
+9.10%
|
Michael T. McCaul
R / House
|
UNH
UNITEDHEALTH GROUP INC
|
Sale
$50,001 - $100,000
|
Sep 11, 2025
|
Aug 21, 2025
|
+9.10%
|
Tim Moore
R / House
|
UNH
UNITEDHEALTH GROUP INCORPORATED COMMON STOCK
|
Sale
$50,001 - $100,000
|
Sep 03, 2025
|
Aug 15, 2025
|
+10.14%
|
Julie Johnson
D / House
|
UNH
UNITEDHEALTH GROUP INCORPORATED COMMON STOCK
|
Sale
$1,001 - $15,000
|
Sep 11, 2025
|
Aug 14, 2025
|
+23.92%
|
Cleo Fields
D / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Purchase
$1,001 - $15,000
|
Sep 03, 2025
|
Aug 14, 2025
|
+6.56%
|
Lisa C. McClain
R / House
|
UNH
UNITEDHEALTH GROUP INCORPORATED COMMON STOCK
|
Purchase
$1,001 - $15,000
|
Sep 12, 2025
|
Aug 13, 2025
|
+23.77%
|
Adam Smith
D / House
|
AAPL
BENEFICIARY C�������: THIS STOCK WAS PART OF THE INHERITED BENEFICIARY IRA SPOUSE RECEIVED UPON THE DEATH OF HER FATHER IN 2021. SPOUSE HAS CHOSEN TO DIVEST OF ALL THE STOCKS CONTAINED WITHIN THIS IRA. AS THIS IS AN INHERITED BENEFICIARY IRA, THERE ARE NO CAPITAL GAINS ON THIS SALE. SP APPLE INC. - COMMON STOCK
|
Sale
$1,001 - $15,000
|
Aug 08, 2025
|
Aug 08, 2025
|
+6.95%
|
Tim Moore
R / House
|
UNH
UNITEDHEALTH GROUP INCORPORATED COMMON STOCK
|
Purchase
$15,001 - $50,000
|
Sep 03, 2025
|
Aug 08, 2025
|
+33.08%
|
Gilbert Ray Cisneros, Jr.
D / House
|
UNH
UNITEDHEALTH GROUP INCORPORATED COMMON STOCK
|
Sale
$15,001 - $50,000
|
Sep 12, 2025
|
Aug 05, 2025
|
+31.50%
|
Ro Khanna
D / House
|
UNH
UNITEDHEALTH GROUP INCORPORATE ICMN
|
Sale
$15,001 - $50,000
|
Sep 09, 2025
|
Aug 04, 2025
|
+37.71%
|
Ro Khanna
D / House
|
UNH
UNITEDHEALTH GROUP INCORPORATE CMN
|
Sale
$15,001 - $50,000
|
Sep 09, 2025
|
Aug 04, 2025
|
+37.71%
|
Marjorie Taylor Greene
R / House
|
UNH
UNITEDHEALTH GROUP INCORPORATED COMMON STOCK
|
Purchase
$1,001 - $15,000
|
Aug 15, 2025
|
Aug 04, 2025
|
+37.71%
|
Ro Khanna
D / House
|
AAPL
APPLE INC. CMN
|
Purchase
$1,001 - $15,000
|
Sep 09, 2025
|
Aug 04, 2025
|
+20.13%
|
Ro Khanna
D / House
|
AAPL
APPLE INC. CMN
|
Purchase
$1,001 - $15,000
|
Sep 09, 2025
|
Aug 04, 2025
|
+20.13%
|
Cleo Fields
D / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Purchase
$15,001 - $50,000
|
Sep 03, 2025
|
Aug 01, 2025
|
+19.14%
|
Markwayne Mullin
R / Senate
|
UNH
UnitedHealth Group Incorporated Common Stock (DE)
|
Sale (Partial)
$15,001 - $50,000
|
Aug 18, 2025
|
Aug 01, 2025
|
+38.04%
|
Tim Moore
R / House
|
UNH
UNITEDHEALTH GROUP INCORPORATED COMMON STOCK
|
Purchase
$1,001 - $15,000
|
Sep 03, 2025
|
Aug 01, 2025
|
+38.04%
|
Cleo Fields
D / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Purchase
$100,001 - $250,000
|
Aug 06, 2025
|
Jul 29, 2025
|
+16.12%
|
Ro Khanna
D / House
|
AAPL
APPLE INC. CMN
|
Purchase
$15,001 - $50,000
|
Aug 07, 2025
|
Jul 25, 2025
|
+14.95%
|
Ro Khanna
D / House
|
UNH
UNITEDHEALTH GROUP INCORPORATE CMN
|
Sale
$15,001 - $50,000
|
Aug 07, 2025
|
Jul 25, 2025
|
+18.33%
|
Ro Khanna
D / House
|
AAPL
APPLE INC. CMN
|
Purchase
$15,001 - $50,000
|
Aug 07, 2025
|
Jul 25, 2025
|
+14.95%
|
Ro Khanna
D / House
|
UNH
UNITEDHEALTH GROUP INCORPORATE CMN
|
Sale
$15,001 - $50,000
|
Aug 07, 2025
|
Jul 25, 2025
|
+18.33%
|
Julie Johnson
D / House
|
UNH
UNITEDHEALTH GROUP INCORPORATED COMMON STOCK
|
Sale
$1,001 - $15,000
|
Aug 14, 2025
|
Jul 24, 2025
|
+19.01%
|
Lisa C. McClain
R / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Sale
$1,001 - $15,000
|
Aug 13, 2025
|
Jul 22, 2025
|
+13.28%
|
Tim Moore
R / House
|
UNH
UNITEDHEALTH GROUP INCORPORATED COMMON STOCK
|
Purchase
$1,001 - $15,000
|
Aug 05, 2025
|
Jul 21, 2025
|
+16.49%
|
Shelley Moore Capito
R / Senate
|
AAPL
Apple Inc
|
Sale (Partial)
$1,001 - $15,000
|
Aug 04, 2025
|
Jul 18, 2025
|
+14.91%
|
Tim Moore
R / House
|
UNH
UNITEDHEALTH GROUP INCORPORATED COMMON STOCK
|
Purchase
$15,001 - $50,000
|
Aug 05, 2025
|
Jul 16, 2025
|
+11.40%
|
Angus S. King Jr.
I / Senate
|
UNH
Unitedhealth Group Inc
|
Sale (Full)
$1,001 - $15,000
|
Aug 18, 2025
|
Jul 15, 2025
|
+11.36%
|
Ritchie Torres
D / House
|
AAPL
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. APPLE INC. - COMMON STOCK
|
Sale
$1,001 - $15,000
|
Aug 20, 2025
|
Jul 11, 2025
|
+14.24%
|
Ro Khanna
D / House
|
AAPL
APPLE INC. CMN
|
Sale
$15,001 - $50,000
|
Aug 07, 2025
|
Jul 02, 2025
|
+12.96%
|
Ro Khanna
D / House
|
AAPL
APPLE INC. CMN
|
Sale
$15,001 - $50,000
|
Aug 07, 2025
|
Jul 02, 2025
|
+12.96%
|
Ro Khanna
D / House
|
AAPL
APPLE INC. CMN
|
Purchase
$1,001 - $15,000
|
Aug 07, 2025
|
Jul 01, 2025
|
+15.15%
|
Ro Khanna
D / House
|
UNH
UNITEDHEALTH GROUP INCORPORATE CMN
|
Purchase
$15,001 - $50,000
|
Aug 07, 2025
|
Jul 01, 2025
|
-1.85%
|
Ro Khanna
D / House
|
UNH
UNITEDHEALTH GROUP INCORPORATE CMN
|
Purchase
$15,001 - $50,000
|
Aug 07, 2025
|
Jul 01, 2025
|
-1.85%
|
Cleo Fields
D / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Purchase
$100,001 - $250,000
|
Jul 01, 2025
|
Jun 30, 2025
|
+16.78%
|
Cleo Fields
D / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Purchase
$50,001 - $100,000
|
Jul 01, 2025
|
Jun 30, 2025
|
+16.78%
|
Cleo Fields
D / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Purchase
$50,001 - $100,000
|
Jul 01, 2025
|
Jun 30, 2025
|
+16.78%
|
Cleo Fields
D / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Purchase
$15,001 - $50,000
|
Jul 01, 2025
|
Jun 30, 2025
|
+16.78%
|
Cleo Fields
D / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Purchase
$100,001 - $250,000
|
Jul 01, 2025
|
Jun 25, 2025
|
+17.41%
|
Cleo Fields
D / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Purchase
$50,001 - $100,000
|
Jul 01, 2025
|
Jun 25, 2025
|
+17.41%
|
Cleo Fields
D / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Purchase
$1,001 - $15,000
|
Jul 01, 2025
|
Jun 25, 2025
|
+17.41%
|
Lisa C. McClain
R / House
|
UNH
UNITEDHEALTH GROUP INCORPORATED COMMON STOCK
|
Sale
$1,001 - $15,000
|
Aug 13, 2025
|
Jun 24, 2025
|
+3.63%
|
Ro Khanna
D / House
|
UNH
UNITEDHEALTH GROUP INCORPORATE CMN
|
Purchase
$15,001 - $50,000
|
Jul 09, 2025
|
Jun 23, 2025
|
+4.28%
|
Ro Khanna
D / House
|
AAPL
APPLE INC. CMN
|
Sale
$15,001 - $50,000
|
Jul 09, 2025
|
Jun 23, 2025
|
+16.20%
|
Shelley Moore Capito
R / Senate
|
UNH
Unitedhealth Group Inc
|
Sale (Full)
$1,001 - $15,000
|
Jul 04, 2025
|
Jun 23, 2025
|
+4.28%
|
Ro Khanna
D / House
|
UNH
UNITEDHEALTH GROUP INC
|
Sale
$1,001 - $15,000
|
Jul 09, 2025
|
Jun 20, 2025
|
+2.65%
|
Ro Khanna
D / House
|
UNH
UNITEDHEALTH GROUP INC.
|
Sale
$1,001 - $15,000
|
Jul 09, 2025
|
Jun 20, 2025
|
+2.65%
|
Lisa C. McClain
R / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Purchase
$1,001 - $15,000
|
Aug 13, 2025
|
Jun 17, 2025
|
+19.18%
|
Lisa C. McClain
R / House
|
UNH
UNITEDHEALTH GROUP INCORPORATED COMMON STOCK
|
Purchase
$1,001 - $15,000
|
Aug 13, 2025
|
Jun 17, 2025
|
+0.45%
|
Scott Franklin
R / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Sale
$15,001 - $50,000
|
Jul 14, 2025
|
Jun 16, 2025
|
+18.30%
|
Michael T. McCaul
R / House
|
UNH
UNITEDHEALTH GROUP INC
|
Sale
$50,001 - $100,000
|
Jul 07, 2025
|
Jun 16, 2025
|
+1.83%
|
John Boozman
R / Senate
|
UNH
Unitedhealth Group Inc
|
Sale (Full)
$1,001 - $15,000
|
Jul 09, 2025
|
Jun 11, 2025
|
+0.54%
|
Lisa C. McClain
R / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Purchase
$1,001 - $15,000
|
Aug 13, 2025
|
Jun 09, 2025
|
+15.81%
|
Cleo Fields
D / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Purchase
$1,001 - $15,000
|
Jul 01, 2025
|
Jun 09, 2025
|
+15.81%
|
Cleo Fields
D / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Purchase
$1,001 - $15,000
|
Jul 01, 2025
|
Jun 09, 2025
|
+15.81%
|
Val T. Hoyle
D / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Purchase
$1,001 - $15,000
|
Sep 12, 2025
|
Jun 06, 2025
|
+14.16%
|
Cleo Fields
D / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Purchase
$1,001 - $15,000
|
Jul 01, 2025
|
Jun 03, 2025
|
+14.02%
|
Cleo Fields
D / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Purchase
$100,001 - $250,000
|
Jul 01, 2025
|
Jun 03, 2025
|
+14.02%
|
Tim Moore
R / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Sale
$100,001 - $250,000
|
Jul 09, 2025
|
Jun 02, 2025
|
+14.37%
|
Tim Moore
R / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Purchase
$50,001 - $100,000
|
Jul 09, 2025
|
Jun 02, 2025
|
+14.37%
|
Gilbert Ray Cisneros, Jr.
D / House
|
UNH
UNITEDHEALTH GROUP INCORPORATED COMMON STOCK
|
Purchase
$1,001 - $15,000
|
Jun 06, 2025
|
May 30, 2025
|
+1.46%
|
Ro Khanna
D / House
|
AAPL
APPLE INC. CMN
|
Purchase
$1,001 - $15,000
|
Jun 10, 2025
|
May 28, 2025
|
+14.21%
|
Ro Khanna
D / House
|
UNH
EUNITEDHEALTH GROUP INCORPORATE CMN
|
Exchange
$15,001 - $50,000
|
Jun 10, 2025
|
May 28, 2025
|
+2.60%
|
Michael T. McCaul
R / House
|
UNH
UNITEDHEALTH GROUP INC
|
Purchase
$50,001 - $100,000
|
Jun 09, 2025
|
May 20, 2025
|
-4.87%
|
Ro Khanna
D / House
|
UNH
UNITEDHEALTH GROUP INCORPORATE CMN
|
Sale
$15,001 - $50,000
|
Jun 10, 2025
|
May 19, 2025
|
-2.54%
|
Ro Khanna
D / House
|
AAPL
APPLE INC. CMN
|
Purchase
$15,001 - $50,000
|
Jun 10, 2025
|
May 19, 2025
|
+10.48%
|
Ro Khanna
D / House
|
UNH
UNITEDHEALTH GROUP INCORPORATE CMN
|
Sale
$15,001 - $50,000
|
Jun 10, 2025
|
May 16, 2025
|
+6.29%
|
Marjorie Taylor Greene
R / House
|
UNH
UNITEDHEALTH GROUP INCORPORATED COMMON STOCK
|
Purchase
$1,001 - $15,000
|
May 19, 2025
|
May 16, 2025
|
+6.29%
|
Michael T. McCaul
R / House
|
UNH
UNITEDHEALTH GROUP INC
|
Purchase
$15,001 - $50,000
|
Jun 09, 2025
|
May 16, 2025
|
+6.29%
|
Robert Bresnahan
R / House
|
UNH
UNITEDHEALTH GROUP INCORPORATED COMMON STOCK
|
Sale
$15,001 - $50,000
|
May 31, 2025
|
May 15, 2025
|
+13.11%
|
Jared Moskowitz
D / House
|
UNH
UNITEDHEALTH GROUP INCORPORATED COMMON STOCK
|
Sale
$1,001 - $15,000
|
Jun 27, 2025
|
May 15, 2025
|
+13.11%
|
Jared Moskowitz
D / House
|
UNH
UNITEDHEALTH GROUP INCORPORATED COMMON STOCK
|
Sale
$1,001 - $15,000
|
Jun 27, 2025
|
May 15, 2025
|
+13.11%
|
Jared Moskowitz
D / House
|
UNH
UNITEDHEALTH GROUP INCORPORATED COMMON STOCK
|
Sale
$1,001 - $15,000
|
Jun 27, 2025
|
May 15, 2025
|
+13.11%
|
David Taylor
R / House
|
UNH
UNITEDHEALTH GROUP INCORPORATED COMMON STOCK
|
Sale
$1,001 - $15,000
|
Jun 02, 2025
|
May 14, 2025
|
-1.14%
|
David Taylor
R / House
|
UNH
UNITEDHEALTH GROUP INCORPORATED COMMON STOCK
|
Sale
$15,001 - $50,000
|
Jun 02, 2025
|
May 14, 2025
|
-1.14%
|
Marjorie Taylor Greene
R / House
|
UNH
UNITEDHEALTH GROUP INCORPORATED COMMON STOCK
|
Purchase
$15,001 - $50,000
|
May 19, 2025
|
May 14, 2025
|
-1.14%
|
Jefferson Shreve
R / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Sale
$100,001 - $250,000
|
Jun 22, 2025
|
May 12, 2025
|
+7.05%
|
Jefferson Shreve
R / House
|
UNH
UNITEDHEALTH GROUP INCORPORATED COMMON STOCK
|
Sale
$15,001 - $50,000
|
Jun 22, 2025
|
May 08, 2025
|
-28.11%
|
Jefferson Shreve
R / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Sale
$500,001 - $1,000,000
|
Jun 22, 2025
|
May 08, 2025
|
+11.55%
|
Val T. Hoyle
D / House
|
UNH
UNITEDHEALTH GROUP INCORPORATED COMMON STOCK
|
Sale
$1,001 - $15,000
|
Sep 12, 2025
|
May 06, 2025
|
-31.46%
|
Marjorie Taylor Greene
R / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Purchase
$1,001 - $15,000
|
May 06, 2025
|
May 05, 2025
|
+10.34%
|
Gilbert Ray Cisneros, Jr.
D / House
|
UNH
UNITEDHEALTH GROUP INCORPORATED COMMON STOCK
|
Sale
$1,001 - $15,000
|
May 06, 2025
|
Apr 29, 2025
|
-35.55%
|
Val T. Hoyle
D / House
|
UNH
UNITEDHEALTH GROUP INCORPORATED COMMON STOCK
|
Purchase
$1,001 - $15,000
|
Sep 12, 2025
|
Apr 29, 2025
|
-35.55%
|
Michael T. McCaul
R / House
|
UNH
UNITEDHEALTH GROUP INC
|
Purchase
$15,001 - $50,000
|
May 12, 2025
|
Apr 24, 2025
|
-40.21%
|
Bruce Westerman
R / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Sale
$15,001 - $50,000
|
May 12, 2025
|
Apr 21, 2025
|
+2.77%
|
Bruce Westerman
R / House
|
UNH
UNITEDHEALTH GROUP INCORPORATED COMMON STOCK
|
Sale
$1,001 - $15,000
|
May 12, 2025
|
Apr 21, 2025
|
-48.13%
|
John Boozman
R / Senate
|
UNH
Unitedhealth Group Inc
|
Purchase
$1,001 - $15,000
|
May 14, 2025
|
Apr 16, 2025
|
-67.31%
|
Ro Khanna
D / House
|
UNH
UNITEDHEALTH GROUP INCORPORATE CMN
|
Purchase
$15,001 - $50,000
|
May 12, 2025
|
Apr 15, 2025
|
-64.39%
|
Ro Khanna
D / House
|
AAPL
APPLE INC. CMN
|
Sale
$15,001 - $50,000
|
May 12, 2025
|
Apr 15, 2025
|
+2.59%
|
Val T. Hoyle
D / House
|
UNH
UNITEDHEALTH GROUP INCORPORATED COMMON STOCK
|
Purchase
$1,001 - $15,000
|
Sep 12, 2025
|
Apr 15, 2025
|
-64.39%
|
Tommy Tuberville
R / Senate
|
AAPL
Apple Inc
|
Sale (Full)
$15,001 - $50,000
|
May 15, 2025
|
Apr 15, 2025
|
+2.59%
|
Sheldon Whitehouse
D / Senate
|
AAPL
Apple Inc
|
Sale (Partial)
$15,001 - $50,000
|
May 13, 2025
|
Apr 14, 2025
|
+2.70%
|
Dan Newhouse
R / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Sale
$1,001 - $15,000
|
May 16, 2025
|
Apr 11, 2025
|
+4.23%
|
Dan Newhouse
R / House
|
UNH
UNITEDHEALTH GROUP INCORPORATED COMMON STOCK
|
Sale
$1,001 - $15,000
|
May 16, 2025
|
Apr 11, 2025
|
-66.84%
|
John McGuire
R / House
|
UNH
UNITEDHEALTH GROUP INCORPORATED COMMON STOCK
|
Purchase
$1,001 - $15,000
|
May 16, 2025
|
Apr 10, 2025
|
-68.54%
|
Terri A. Sewell
D / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Purchase
$1,001 - $15,000
|
May 12, 2025
|
Apr 10, 2025
|
+7.26%
|
Ro Khanna
D / House
|
UNH
UNITEDHEALTH GROUP INCORPORATE CMN
|
Purchase
$1,001 - $15,000
|
May 12, 2025
|
Apr 09, 2025
|
-62.63%
|
Marjorie Taylor Greene
R / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Purchase
$1,001 - $15,000
|
Apr 11, 2025
|
Apr 09, 2025
|
+5.91%
|
Ro Khanna
D / House
|
AAPL
APPLE INC. CMN
|
Sale
$15,001 - $50,000
|
May 12, 2025
|
Apr 09, 2025
|
+5.91%
|
Josh Gottheimer
D / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Sale
$1,001 - $15,000
|
May 14, 2025
|
Apr 09, 2025
|
+5.91%
|
Robert Bresnahan
R / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Sale
$1,001 - $15,000
|
Apr 28, 2025
|
Apr 08, 2025
|
+14.21%
|
Robert Bresnahan
R / House
|
UNH
UNITEDHEALTH GROUP INCORPORATED COMMON STOCK
|
Purchase
$15,001 - $50,000
|
May 08, 2025
|
Apr 08, 2025
|
-71.22%
|
Julie Johnson
D / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Sale
$1,001 - $15,000
|
May 14, 2025
|
Apr 07, 2025
|
+8.82%
|
Jefferson Shreve
R / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Purchase
$100,001 - $250,000
|
May 08, 2025
|
Apr 07, 2025
|
+8.82%
|
Jefferson Shreve
R / House
|
UNH
UNITEDHEALTH GROUP INCORPORATED COMMON STOCK
|
Purchase
$15,001 - $50,000
|
May 08, 2025
|
Apr 07, 2025
|
-65.90%
|
Julie Johnson
D / House
|
UNH
UNITEDHEALTH GROUP INCORPORATED COMMON STOCK
|
Sale
$1,001 - $15,000
|
May 14, 2025
|
Apr 07, 2025
|
-65.90%
|
Michael T. McCaul
R / House
|
UNH
UNITEDHEALTH GROUP INC
|
Purchase
$1,001 - $15,000
|
Apr 17, 2025
|
Apr 05, 2025
|
-65.90%
|
Ro Khanna
D / House
|
UNH
UNITEDHEALTH GROUP INC
|
Sale
$1,001 - $15,000
|
May 12, 2025
|
Apr 04, 2025
|
-65.39%
|
Ro Khanna
D / House
|
UNH
UNITEDHEALTH GROUP INC
|
Sale
$1,001 - $15,000
|
May 12, 2025
|
Apr 04, 2025
|
-65.39%
|
Ro Khanna
D / House
|
UNH
UNITEDHEALTH GROUP INC
|
Sale
$1,001 - $15,000
|
May 12, 2025
|
Apr 04, 2025
|
-65.39%
|
Ro Khanna
D / House
|
AAPL
APPLE INC
|
Sale
$1,001 - $15,000
|
May 12, 2025
|
Apr 04, 2025
|
+4.22%
|
Ro Khanna
D / House
|
UNH
UNITEDHEALTH GROUP INC
|
Sale
$1,001 - $15,000
|
May 12, 2025
|
Apr 04, 2025
|
-65.39%
|
Ro Khanna
D / House
|
UNH
UNITEDHEALTH GROUP INC
|
Sale
$1,001 - $15,000
|
May 12, 2025
|
Apr 04, 2025
|
-65.39%
|
Ro Khanna
D / House
|
AAPL
APPLE INC
|
Sale
$1,001 - $15,000
|
May 12, 2025
|
Apr 04, 2025
|
+4.22%
|
Ro Khanna
D / House
|
AAPL
APPLE INC
|
Sale
$1,001 - $15,000
|
May 12, 2025
|
Apr 04, 2025
|
+4.22%
|
Ro Khanna
D / House
|
UNH
UNITEDHEALTH GROUP INC
|
Sale
$1,001 - $15,000
|
May 12, 2025
|
Apr 04, 2025
|
-65.39%
|
Marjorie Taylor Greene
R / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Purchase
$1,001 - $15,000
|
Apr 07, 2025
|
Apr 03, 2025
|
+1.96%
|
Jefferson Shreve
R / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Purchase
$15,001 - $50,000
|
Apr 11, 2025
|
Mar 31, 2025
|
-3.99%
|
Julie Johnson
D / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Sale
$1,001 - $15,000
|
May 14, 2025
|
Mar 31, 2025
|
-3.99%
|
Gilbert Ray Cisneros, Jr.
D / House
|
UNH
UNITEDHEALTH GROUP INCORPORATED COMMON STOCK
|
Purchase
$15,001 - $50,000
|
Apr 07, 2025
|
Mar 31, 2025
|
-52.90%
|
Jefferson Shreve
R / House
|
UNH
UNITEDHEALTH GROUP INCORPORATED COMMON STOCK
|
Purchase
$15,001 - $50,000
|
Apr 11, 2025
|
Mar 31, 2025
|
-52.90%
|
Greg Landsman
D / House
|
UNH
UNITEDHEALTH GROUP INCORPORATED COMMON STOCK
|
Sale
$15,001 - $50,000
|
Apr 08, 2025
|
Mar 27, 2025
|
-50.21%
|
Greg Landsman
D / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Sale
$15,001 - $50,000
|
Apr 08, 2025
|
Mar 27, 2025
|
-3.21%
|
Greg Landsman
D / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Sale
$15,001 - $50,000
|
Apr 08, 2025
|
Mar 27, 2025
|
-3.21%
|
Bruce Westerman
R / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Sale
$1,001 - $15,000
|
Apr 16, 2025
|
Mar 20, 2025
|
+1.73%
|
Marjorie Taylor Greene
R / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Purchase
$1,001 - $15,000
|
Mar 19, 2025
|
Mar 17, 2025
|
+2.07%
|
Ro Khanna
D / House
|
AAPL
APPLE INC. CMN
|
Sale
$15,001 - $50,000
|
Apr 10, 2025
|
Mar 12, 2025
|
-1.30%
|
Ro Khanna
D / House
|
UNH
UNITEDHEALTH GROUP INCORPORATE CMN
|
Sale
$15,001 - $50,000
|
Apr 10, 2025
|
Mar 12, 2025
|
-47.11%
|
Michael T. McCaul
R / House
|
AAPL
APPLE INC
|
Sale
$100,001 - $250,000
|
Apr 17, 2025
|
Mar 10, 2025
|
-6.31%
|
Josh Gottheimer
D / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Sale
$1,001 - $15,000
|
Apr 10, 2025
|
Mar 06, 2025
|
-7.54%
|
Ro Khanna
D / House
|
UNH
UNITEDHEALTH GROUP INCORPORATE CMN
|
Sale
$1,001 - $15,000
|
Apr 10, 2025
|
Mar 06, 2025
|
-45.17%
|
Josh Gottheimer
D / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Sale
$1,001 - $15,000
|
Apr 10, 2025
|
Mar 05, 2025
|
-5.63%
|
Bruce Westerman
R / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Purchase
$15,001 - $50,000
|
Apr 16, 2025
|
Mar 03, 2025
|
-6.56%
|
Bruce Westerman
R / House
|
UNH
UNITEDHEALTH GROUP INCORPORATED COMMON STOCK
|
Purchase
$1,001 - $15,000
|
Apr 16, 2025
|
Mar 03, 2025
|
-39.84%
|
Gilbert Ray Cisneros, Jr.
D / House
|
UNH
UNITEDHEALTH GROUP INCORPORATED COMMON STOCK
|
Sale
$15,001 - $50,000
|
Mar 06, 2025
|
Feb 26, 2025
|
-37.25%
|
Robert Bresnahan
R / House
|
UNH
UNITEDHEALTH GROUP INCORPORATED COMMON STOCK
|
Sale
$15,001 - $50,000
|
Mar 27, 2025
|
Feb 25, 2025
|
-38.39%
|
Josh Gottheimer
D / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Sale
$1,001 - $15,000
|
Mar 06, 2025
|
Feb 24, 2025
|
-7.96%
|
Jefferson Shreve
R / House
|
UNH
UNITEDHEALTH GROUP INCORPORATED COMMON STOCK
|
Sale
$15,001 - $50,000
|
Mar 09, 2025
|
Feb 24, 2025
|
-36.43%
|
Josh Gottheimer
D / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Sale
$1,001 - $15,000
|
Mar 06, 2025
|
Feb 21, 2025
|
-6.78%
|
Ro Khanna
D / House
|
UNH
UNITEDHEALTH GROUP INCORPORATE CMN
|
Purchase
$1,001 - $15,000
|
Mar 06, 2025
|
Feb 19, 2025
|
-40.80%
|
Marjorie Taylor Greene
R / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Purchase
$1,001 - $15,000
|
Feb 14, 2025
|
Feb 12, 2025
|
-2.38%
|
Daniel Meuser
R / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Sale
$15,001 - $50,000
|
Aug 20, 2025
|
Feb 11, 2025
|
-0.05%
|
Ro Khanna
D / House
|
AAPL
APPLE INC. CMN
|
Purchase
$15,001 - $50,000
|
Mar 06, 2025
|
Feb 07, 2025
|
+1.47%
|
Shelley Moore Capito
R / Senate
|
AAPL
Apple Inc
|
Sale (Partial)
$1,001 - $15,000
|
Mar 06, 2025
|
Feb 05, 2025
|
-0.18%
|
Josh Gottheimer
D / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Sale
$1,001 - $15,000
|
Mar 06, 2025
|
Feb 03, 2025
|
+0.78%
|
Michael T. McCaul
R / House
|
AAPL
APPLE INC
|
Sale
$100,001 - $250,000
|
Feb 11, 2025
|
Jan 30, 2025
|
-2.41%
|
Michael T. McCaul
R / House
|
AAPL
APPLE INC
|
Sale
$15,001 - $50,000
|
Feb 11, 2025
|
Jan 27, 2025
|
+0.19%
|
Gilbert Ray Cisneros, Jr.
D / House
|
UNH
UNITEDHEALTH GROUP INCORPORATED COMMON STOCK
|
Purchase
$15,001 - $50,000
|
Feb 11, 2025
|
Jan 24, 2025
|
-44.41%
|
Val T. Hoyle
D / House
|
UNH
UNITEDHEALTH GROUP INCORPORATED COMMON STOCK
|
Sale
$1,001 - $15,000
|
Sep 12, 2025
|
Jan 24, 2025
|
-44.41%
|
Michael T. McCaul
R / House
|
AAPL
APPLE INC
|
Sale
$50,001 - $100,000
|
Feb 11, 2025
|
Jan 21, 2025
|
+4.42%
|
Shelley Moore Capito
R / Senate
|
AAPL
Apple Inc
|
Sale (Partial)
$1,001 - $15,000
|
Feb 13, 2025
|
Jan 17, 2025
|
-0.23%
|
Ro Khanna
D / House
|
AAPL
APPLE INC. CMN
|
Sale
$1,001 - $15,000
|
Feb 06, 2025
|
Jan 17, 2025
|
-0.23%
|
Ro Khanna
D / House
|
UNH
UNITEDHEALTH GROUP INCORPORATE CMN
|
Sale
$1,001 - $15,000
|
Feb 06, 2025
|
Jan 17, 2025
|
-43.42%
|
Michael T. McCaul
R / House
|
UNH
UNITEDHEALTH GROUP INC
|
Purchase
$15,001 - $50,000
|
Feb 11, 2025
|
Jan 14, 2025
|
-50.58%
|
Robert Bresnahan
R / House
|
UNH
UNITEDHEALTH GROUP INCORPORATED COMMON STOCK
|
Sale
$1,001 - $15,000
|
Feb 13, 2025
|
Jan 13, 2025
|
-50.42%
|
Tommy Tuberville
R / Senate
|
AAPL
Apple Inc
|
Sale (Full)
$15,001 - $50,000
|
Feb 14, 2025
|
Jan 10, 2025
|
-6.67%
|
Rick Larsen
D / House
|
UNH
UNITEDHEALTH GROUP INCORPORATED COMMON STOCK
|
Sale
$1,001 - $15,000
|
Jan 14, 2025
|
Jan 07, 2025
|
-45.66%
|
James Comer
R / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Purchase
$1,001 - $15,000
|
Jan 10, 2025
|
Jan 02, 2025
|
-9.00%
|
Nancy Pelosi
D / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Sale
$5,000,001 - $25,000,000
|
Jan 17, 2025
|
Dec 31, 2024
|
-11.45%
|
Shelley Moore Capito
R / Senate
|
UNH
Unitedhealth Group Inc
|
Sale (Partial)
$1,001 - $15,000
|
Jan 06, 2025
|
Dec 20, 2024
|
-43.02%
|
Josh Gottheimer
D / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Purchase
$1,001 - $15,000
|
Jan 14, 2025
|
Dec 19, 2024
|
-11.17%
|
Sheldon Whitehouse
D / Senate
|
AAPL
Apple Inc
|
Sale (Partial)
$15,001 - $50,000
|
Jan 08, 2025
|
Dec 19, 2024
|
-11.17%
|
Lisa C. McClain
R / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Purchase
$1,001 - $15,000
|
Aug 13, 2025
|
Dec 11, 2024
|
-5.84%
|
Michael T. McCaul
R / House
|
AAPL
APPLE INC
|
Sale
$100,001 - $250,000
|
Dec 16, 2024
|
Nov 19, 2024
|
-0.78%
|
Michael T. McCaul
R / House
|
UNH
UNITEDHEALTH GROUP INC
|
Sale
$50,001 - $100,000
|
Dec 16, 2024
|
Nov 19, 2024
|
-52.67%
|
Michael T. McCaul
R / House
|
AAPL
APPLE INC
|
Sale
$100,001 - $250,000
|
Dec 16, 2024
|
Nov 19, 2024
|
-0.78%
|
Michael T. McCaul
R / House
|
UNH
UNITEDHEALTH GROUP INC
|
Sale
$50,001 - $100,000
|
Dec 16, 2024
|
Nov 19, 2024
|
-52.67%
|
Michael T. McCaul
R / House
|
AAPL
APPLE INC
|
Sale
$15,001 - $50,000
|
Dec 16, 2024
|
Nov 12, 2024
|
+2.47%
|
Michael T. McCaul
R / House
|
AAPL
APPLE INC
|
Sale
$15,001 - $50,000
|
Dec 16, 2024
|
Nov 12, 2024
|
+2.47%
|
Ro Khanna
D / House
|
AAPL
APPLE INC. CMN
|
Purchase
$15,001 - $50,000
|
Dec 05, 2024
|
Nov 12, 2024
|
+2.47%
|
Michael T. McCaul
R / House
|
AAPL
APPLE INC
|
Sale
$15,001 - $50,000
|
Dec 16, 2024
|
Nov 12, 2024
|
+2.47%
|
Michael T. McCaul
R / House
|
AAPL
APPLE INC
|
Sale
$15,001 - $50,000
|
Dec 16, 2024
|
Nov 12, 2024
|
+2.47%
|
Michael T. McCaul
R / House
|
AAPL
APPLE INC
|
Sale
$15,001 - $50,000
|
Dec 16, 2024
|
Nov 08, 2024
|
+1.35%
|
Michael T. McCaul
R / House
|
AAPL
APPLE INC
|
Sale
$15,001 - $50,000
|
Dec 16, 2024
|
Nov 08, 2024
|
+1.35%
|
Ro Khanna
D / House
|
UNH
UNITEDHEALTH GROUP INCORPORATE CMN
|
Purchase
$1,001 - $15,000
|
Dec 05, 2024
|
Nov 01, 2024
|
-55.48%
|
Marjorie Taylor Greene
R / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Purchase
$1,001 - $15,000
|
Nov 04, 2024
|
Nov 01, 2024
|
-1.90%
|
Val T. Hoyle
D / House
|
UNH
UNITEDHEALTH GROUP INCORPORATED COMMON STOCK
|
Purchase
$1,001 - $15,000
|
Sep 12, 2025
|
Oct 29, 2024
|
-52.76%
|
Val T. Hoyle
D / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Purchase
$1,001 - $15,000
|
Sep 12, 2025
|
Oct 29, 2024
|
-5.02%
|
Tommy Tuberville
R / Senate
|
AAPL
Apple Inc. - Common Stock
|
Sale (Full)
$15,001 - $50,000
|
Nov 15, 2024
|
Oct 29, 2024
|
-5.02%
|
Ro Khanna
D / House
|
AAPL
APPLE INC. CMN
|
Purchase
$15,001 - $50,000
|
Nov 08, 2024
|
Oct 14, 2024
|
-3.42%
|
Ro Khanna
D / House
|
AAPL
APPLE INC. CMN
|
Purchase
$1,001 - $15,000
|
Nov 08, 2024
|
Oct 11, 2024
|
-2.53%
|
Laurel M. Lee
R / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Purchase
$15,001 - $50,000
|
Nov 21, 2024
|
Oct 07, 2024
|
-1.94%
|
Thomas R. Suozzi
D / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Sale
$15,001 - $50,000
|
Oct 24, 2024
|
Oct 07, 2024
|
-1.94%
|
Ro Khanna
D / House
|
AAPL
APPLE INC. CMN
|
Purchase
$1,001 - $15,000
|
Nov 08, 2024
|
Oct 04, 2024
|
-3.48%
|
Josh Gottheimer
D / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Purchase
$15,001 - $50,000
|
Nov 06, 2024
|
Oct 02, 2024
|
-4.31%
|
Ritchie Torres
D / House
|
UNH
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. UNITEDHEALTH GROUP INCORPORATED COMMON STOCK
|
Purchase
$1,001 - $15,000
|
Aug 20, 2025
|
Sep 26, 2024
|
-55.63%
|
Shelley Moore Capito
R / Senate
|
AAPL
Apple Inc
|
Sale (Partial)
$1,001 - $15,000
|
Oct 05, 2024
|
Sep 20, 2024
|
-4.78%
|
Josh Gottheimer
D / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Purchase
$1,001 - $15,000
|
Oct 03, 2024
|
Sep 12, 2024
|
-4.33%
|
John James
R / House
|
UNH
UNITEDHEALTH GROUP INCORPORATED COMMON STOCK
|
Sale
$1,001 - $15,000
|
Sep 06, 2024
|
Sep 04, 2024
|
-63.42%
|
John James
R / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Sale
$1,001 - $15,000
|
Sep 06, 2024
|
Sep 04, 2024
|
-5.10%
|
Marjorie Taylor Greene
R / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Purchase
$1,001 - $15,000
|
Sep 04, 2024
|
Sep 03, 2024
|
-5.80%
|
Tommy Tuberville
R / Senate
|
AAPL
Apple Inc. - Common Stock
|
Sale (Full)
$15,001 - $50,000
|
Sep 13, 2024
|
Aug 26, 2024
|
-6.19%
|
Michael T. McCaul
R / House
|
UNH
UNITEDHEALTH GROUP INC.
|
Sale
$50,001 - $100,000
|
Sep 16, 2024
|
Aug 26, 2024
|
-59.65%
|
Michael T. McCaul
R / House
|
UNH
UNITEDHEALTH GROUP INC
|
Sale
$50,001 - $100,000
|
Sep 16, 2024
|
Aug 26, 2024
|
-59.65%
|
Michael T. McCaul
R / House
|
AAPL
APPLE INC
|
Sale
$15,001 - $50,000
|
Sep 16, 2024
|
Aug 26, 2024
|
-6.19%
|
Michael T. McCaul
R / House
|
AAPL
APPLE INC
|
Sale
$15,001 - $50,000
|
Sep 16, 2024
|
Aug 26, 2024
|
-6.19%
|
Morgan McGarvey
D / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Sale
$1,001 - $15,000
|
Sep 25, 2024
|
Aug 19, 2024
|
-5.79%
|
Morgan McGarvey
D / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Purchase
$1,001 - $15,000
|
Sep 25, 2024
|
Aug 13, 2024
|
-7.28%
|
Scott Franklin
R / House
|
UNH
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 UNITEDHEALTH GROUP INCORPORATED COMMON STOCK
|
Purchase
$1,001 - $15,000
|
Jul 03, 2025
|
Aug 07, 2024
|
-67.09%
|
Scott Franklin
R / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Purchase
$1,001 - $15,000
|
Jul 03, 2025
|
Aug 07, 2024
|
-6.54%
|
Scott Franklin
R / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Sale
$15,001 - $50,000
|
Aug 20, 2024
|
Aug 06, 2024
|
-4.14%
|
Ro Khanna
D / House
|
AAPL
APPLE INC. CMN
|
Purchase
$1,001 - $15,000
|
Sep 06, 2024
|
Aug 05, 2024
|
-6.60%
|
Ro Khanna
D / House
|
UNH
UNITEDHEALTH GROUP INCORPORATE CMN
|
Purchase
$15,001 - $50,000
|
Sep 06, 2024
|
Aug 02, 2024
|
-66.06%
|
Ro Khanna
D / House
|
AAPL
APPLE INC. CMN
|
Purchase
$1,001 - $15,000
|
Sep 06, 2024
|
Aug 02, 2024
|
-8.61%
|
Scott Franklin
R / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Sale
$1,001 - $15,000
|
Aug 20, 2024
|
Aug 01, 2024
|
-5.54%
|
Josh Gottheimer
D / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Purchase
$1,001 - $15,000
|
Sep 11, 2024
|
Aug 01, 2024
|
-5.54%
|
Laurel M. Lee
R / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Purchase
$15,001 - $50,000
|
Sep 14, 2024
|
Jul 31, 2024
|
-5.83%
|
Ro Khanna
D / House
|
AAPL
APPLE INC. CMN
|
Purchase
$1,001 - $15,000
|
Aug 07, 2024
|
Jul 23, 2024
|
-6.61%
|
Laurel M. Lee
R / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Sale
$15,001 - $50,000
|
Aug 05, 2024
|
Jul 05, 2024
|
-7.06%
|
Laurel M. Lee
R / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Purchase
$15,001 - $50,000
|
Aug 05, 2024
|
Jul 05, 2024
|
-7.06%
|
Kathy E. Manning
D / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Purchase
$1,001 - $15,000
|
Aug 16, 2024
|
Jul 02, 2024
|
-5.22%
|
Kathy E. Manning
D / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Purchase
$1,001 - $15,000
|
Aug 16, 2024
|
Jul 02, 2024
|
-5.22%
|
Ro Khanna
D / House
|
AAPL
APPLE INC. CMN
|
Purchase
$15,001 - $50,000
|
Aug 07, 2024
|
Jul 02, 2024
|
-5.22%
|
Ro Khanna
D / House
|
UNH
UNITEDHEALTH GROUP INCORPORATE CMN
|
Sale
$1,001 - $15,000
|
Aug 07, 2024
|
Jul 02, 2024
|
-51.74%
|
Kathy E. Manning
D / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Purchase
$1,001 - $15,000
|
Aug 16, 2024
|
Jul 02, 2024
|
-5.22%
|
Josh Gottheimer
D / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Purchase
$1,001 - $15,000
|
Jul 09, 2024
|
Jun 28, 2024
|
-0.99%
|
Kevin Hern
R / House
|
UNH
UNITEDHEALTH GROUP INCORPORATED COMMON STOCK
|
Purchase
$1,001 - $15,000
|
Jul 15, 2024
|
Jun 25, 2024
|
-50.27%
|
Josh Gottheimer
D / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Sale
$1,001 - $15,000
|
Jul 09, 2024
|
Jun 21, 2024
|
+1.23%
|
Ro Khanna
D / House
|
AAPL
APPLE INC. CMN
|
Purchase
$15,001 - $50,000
|
Jul 08, 2024
|
Jun 21, 2024
|
+1.23%
|
Michael T. McCaul
R / House
|
AAPL
APPLE INC
|
Purchase
$100,001 - $250,000
|
Jul 22, 2024
|
Jun 20, 2024
|
+0.22%
|
Michael T. McCaul
R / House
|
AAPL
APPLE INC
|
Purchase
$100,001 - $250,000
|
Jul 22, 2024
|
Jun 20, 2024
|
+0.22%
|
Debbie Dingell
D / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Sale
$15,001 - $50,000
|
Jun 24, 2024
|
Jun 13, 2024
|
-3.41%
|
Debbie Dingell
D / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Sale
$1,001 - $15,000
|
Jun 24, 2024
|
Jun 12, 2024
|
-2.99%
|
Debbie Dingell
D / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Sale
$15,001 - $50,000
|
Jun 24, 2024
|
Jun 12, 2024
|
-2.99%
|
Michael T. McCaul
R / House
|
AAPL
APPLE INC
|
Purchase
$100,001 - $250,000
|
Jul 22, 2024
|
Jun 10, 2024
|
+8.05%
|
Michael T. McCaul
R / House
|
AAPL
APPLE INC
|
Purchase
$100,001 - $250,000
|
Jul 22, 2024
|
Jun 10, 2024
|
+8.05%
|
Ro Khanna
D / House
|
AAPL
-APPLE INC. CMN
|
Sale
$15,001 - $50,000
|
Jul 08, 2024
|
Jun 07, 2024
|
+5.12%
|
Michael T. McCaul
R / House
|
AAPL
APPLE INC
|
Purchase
$50,001 - $100,000
|
Jun 13, 2024
|
May 29, 2024
|
+7.78%
|
Ro Khanna
D / House
|
AAPL
APPLE INC. CMN
|
Sale
$15,001 - $50,000
|
Jun 05, 2024
|
May 29, 2024
|
+7.78%
|
Greg Landsman
D / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Sale
$1,001 - $15,000
|
Aug 14, 2024
|
May 29, 2024
|
+7.78%
|
Michael T. McCaul
R / House
|
AAPL
APPLE INC
|
Purchase
$50,001 - $100,000
|
Jun 13, 2024
|
May 29, 2024
|
+7.78%
|
Ro Khanna
D / House
|
UNH
UNITEDHEALTH GROUP INCORPORATE CMN
|
Purchase
$1,001 - $15,000
|
Jun 05, 2024
|
May 29, 2024
|
-55.02%
|
Marjorie Taylor Greene
R / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Purchase
$1,001 - $15,000
|
May 21, 2024
|
May 21, 2024
|
+7.58%
|
Michael T. McCaul
R / House
|
AAPL
APPLE INC
|
Purchase
$15,001 - $50,000
|
Jun 13, 2024
|
May 17, 2024
|
+8.85%
|
Michael T. McCaul
R / House
|
AAPL
APPLE INC
|
Purchase
$15,001 - $50,000
|
Jun 13, 2024
|
May 17, 2024
|
+8.85%
|
Michael T. McCaul
R / House
|
AAPL
APPLE INC
|
Purchase
$100,001 - $250,000
|
Jun 13, 2024
|
May 10, 2024
|
+11.77%
|
Michael T. McCaul
R / House
|
AAPL
APPLE INC
|
Purchase
$100,001 - $250,000
|
Jun 13, 2024
|
May 10, 2024
|
+11.77%
|
Michael T. McCaul
R / House
|
AAPL
APPLE INC
|
Purchase
$100,001 - $250,000
|
Jun 13, 2024
|
May 09, 2024
|
+10.46%
|
Michael T. McCaul
R / House
|
UNH
UNITEDHEALTH GROUP INC
|
Purchase
$15,001 - $50,000
|
Jun 13, 2024
|
May 03, 2024
|
-59.81%
|
Michael T. McCaul
R / House
|
UNH
UNITEDHEALTH GROUP INC
|
Purchase
$15,001 - $50,000
|
May 11, 2024
|
Apr 29, 2024
|
-59.63%
|
Michael T. McCaul
R / House
|
UNH
UNITEDHEALTH GROUP INC
|
Purchase
$15,001 - $50,000
|
May 11, 2024
|
Apr 29, 2024
|
-59.63%
|
Ro Khanna
D / House
|
UNH
UNITEDHEALTH GROUP INCORPORATE CMN
|
Purchase
$1,001 - $15,000
|
May 06, 2024
|
Apr 26, 2024
|
-60.98%
|
Ro Khanna
D / House
|
AAPL
APPLE INC. CMN
|
Sale
$1,001 - $15,000
|
May 06, 2024
|
Apr 26, 2024
|
+19.92%
|
Shelley Moore Capito
R / Senate
|
AAPL
Apple Inc
|
Sale (Partial)
$1,001 - $15,000
|
May 13, 2024
|
Apr 23, 2024
|
+21.42%
|
Ro Khanna
D / House
|
AAPL
APPLE INC. CMN
|
Purchase
$15,001 - $50,000
|
May 06, 2024
|
Apr 23, 2024
|
+21.42%
|
Michael T. McCaul
R / House
|
UNH
UNITEDHEALTH GROUP INC
|
Purchase
$15,001 - $50,000
|
May 11, 2024
|
Apr 22, 2024
|
-62.72%
|
Michael T. McCaul
R / House
|
UNH
UNITEDHEALTH GROUP INC
|
Purchase
$15,001 - $50,000
|
May 11, 2024
|
Apr 22, 2024
|
-62.72%
|
Mike Kelly
R / House
|
UNH
UNITEDHEALTH GROUP INCORPORATED COMMON STOCK
|
Sale
$1,001 - $15,000
|
Jun 14, 2024
|
Apr 12, 2024
|
-51.45%
|
Michael T. McCaul
R / House
|
UNH
UNITEDHEALTH GROUP INC
|
Purchase
$15,001 - $50,000
|
May 11, 2024
|
Apr 11, 2024
|
-50.13%
|
Michael T. McCaul
R / House
|
UNH
UNITEDHEALTH GROUP INC
|
Purchase
$15,001 - $50,000
|
May 11, 2024
|
Apr 11, 2024
|
-50.13%
|
Michael T. McCaul
R / House
|
UNH
UNITEDHEALTH GROUP INC
|
Purchase
$15,001 - $50,000
|
May 11, 2024
|
Apr 10, 2024
|
-52.49%
|
Michael T. McCaul
R / House
|
UNH
UNITEDHEALTH GROUP INC
|
Purchase
$15,001 - $50,000
|
May 11, 2024
|
Apr 10, 2024
|
-52.49%
|
Shelley Moore Capito
R / Senate
|
AAPL
Apple Inc
|
Sale (Partial)
$1,001 - $15,000
|
May 13, 2024
|
Apr 09, 2024
|
+22.34%
|
Shri Thanedar
D / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Sale
$15,001 - $50,000
|
May 15, 2024
|
Apr 02, 2024
|
+22.99%
|
Shri Thanedar
D / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Sale
$15,001
|
May 15, 2024
|
Apr 02, 2024
|
+22.99%
|
Ro Khanna
D / House
|
AAPL
APPLE INC. CMN
|
Sale
$1,001 - $15,000
|
Apr 05, 2024
|
Mar 25, 2024
|
+21.48%
|
Michael T. McCaul
R / House
|
UNH
UNITEDHEALTH GROUP INC EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF
|
Exchange
$250,001 - $500,000
|
Sep 25, 2025
|
Mar 25, 2024
|
-56.70%
|
Michael T. McCaul
R / House
|
UNH
UNITEDHEALTH GROUP INC
|
Sale
$250,001 - $500,000
|
Apr 16, 2024
|
Mar 25, 2024
|
-56.70%
|
Michael T. McCaul
R / House
|
UNH
UNITEDHEALTH GROUP INC
|
Sale
$250,001 - $500,000
|
Apr 16, 2024
|
Mar 25, 2024
|
-56.70%
|
Ro Khanna
D / House
|
UNH
UNITEDHEALTH GROUP INCORPORATE CMN
|
Sale
$1,001 - $15,000
|
Apr 05, 2024
|
Mar 25, 2024
|
-56.70%
|
Josh Gottheimer
D / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Sale
$1,001 - $15,000
|
Apr 07, 2024
|
Mar 22, 2024
|
+20.58%
|
Ro Khanna
D / House
|
AAPL
APPLE INC. CMN
|
Sale
$15,001 - $50,000
|
Apr 05, 2024
|
Mar 20, 2024
|
+15.44%
|
Kevin Hern
R / House
|
UNH
UNITEDHEALTH GROUP INCORPORATED COMMON STOCK
|
Purchase
$1,001 - $15,000
|
Apr 12, 2024
|
Mar 19, 2024
|
-58.40%
|
Josh Gottheimer
D / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Sale
$1,001 - $15,000
|
Apr 07, 2024
|
Mar 15, 2024
|
+17.80%
|
Jonathan L. Jackson
D / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Sale
$15,001 - $50,000
|
Apr 24, 2024
|
Mar 13, 2024
|
+20.26%
|
Tommy Tuberville
R / Senate
|
AAPL
Apple Inc
|
Sale (Full)
$15,001 - $50,000
|
Apr 15, 2024
|
Mar 12, 2024
|
+18.66%
|
Thomas R. Carper
D / Senate
|
AAPL
Apple Inc
|
Sale (Partial)
$1,001 - $15,000
|
Mar 29, 2024
|
Mar 07, 2024
|
+21.85%
|
Pete Sessions
R / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Purchase
$360.00
|
Feb 29, 2024
|
Feb 29, 2024
|
+10.32%
|
Michael T. McCaul
R / House
|
UNH
UNITEDHEALTH GROUP INC
|
Purchase
$100,001 - $250,000
|
Mar 15, 2024
|
Feb 21, 2024
|
-67.45%
|
Michael T. McCaul
R / House
|
UNH
UNITEDHEALTH GROUP INC
|
Purchase
$100,001 - $250,000
|
Mar 15, 2024
|
Feb 21, 2024
|
-67.45%
|
Jared Moskowitz
D / House
|
UNH
UNITEDHEALTH GROUP INCORPORATED COMMON STOCK
|
Purchase
$1,001 - $15,000
|
Aug 21, 2024
|
Feb 13, 2024
|
-67.68%
|
Jared Moskowitz
D / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Purchase
$1,001 - $15,000
|
Aug 21, 2024
|
Feb 13, 2024
|
+3.33%
|
Scott Franklin
R / House
|
AAPL
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. JT APPLE INC. - COMMON STOCK
|
Sale
$1,001 - $15,000
|
Jul 03, 2025
|
Jan 30, 2024
|
+0.30%
|
Shri Thanedar
D / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Sale
$15,001
|
Feb 23, 2024
|
Jan 25, 2024
|
-4.78%
|
Shri Thanedar
D / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Sale
$15,001 - $50,000
|
Feb 23, 2024
|
Jan 25, 2024
|
-4.78%
|
Kathy E. Manning
D / House
|
AAPL
APPLE INC.
|
Sale
$15,001 - $50,000
|
Feb 06, 2024
|
Jan 23, 2024
|
-6.34%
|
Kathy E. Manning
D / House
|
AAPL
APPLE INC.
|
Sale
$1,001 - $15,000
|
Feb 06, 2024
|
Jan 23, 2024
|
-6.34%
|
Kathy E. Manning
D / House
|
AAPL
APPLE INC.
|
Sale
$1,001 - $15,000
|
Feb 06, 2024
|
Jan 23, 2024
|
-6.34%
|
Blake D. Moore
R / House
|
AAPL
APPLE INC.
|
Sale
$15,001 - $50,000
|
Jan 24, 2024
|
Jan 19, 2024
|
-4.59%
|
Blake D. Moore
R / House
|
AAPL
APPLE INC.
|
Sale
$1,001 - $15,000
|
Jan 24, 2024
|
Jan 19, 2024
|
-4.59%
|
Tommy Tuberville
R / Senate
|
AAPL
Apple Inc. - Common Stock
|
Sale (Full)
$250,001 - $500,000
|
Feb 14, 2024
|
Jan 19, 2024
|
-4.59%
|
Blake D. Moore
R / House
|
AAPL
APPLE INC.
|
Sale
$1,001 - $15,000
|
Jan 24, 2024
|
Jan 19, 2024
|
-4.59%
|
Josh Gottheimer
D / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Sale
$1,001 - $15,000
|
Feb 15, 2024
|
Jan 18, 2024
|
-4.21%
|
Ro Khanna
D / House
|
AAPL
APPLE INC. CMN
|
Purchase
$1,001 - $15,000
|
Feb 05, 2024
|
Jan 10, 2024
|
-2.44%
|
Tommy Tuberville
R / Senate
|
AAPL
Apple Inc. - Common Stock
|
Purchase
$1,001 - $15,000
|
Feb 14, 2024
|
Jan 10, 2024
|
-2.44%
|
Ro Khanna
D / House
|
AAPL
APPLE INC. CMN
|
Purchase
$15,001 - $50,000
|
Feb 05, 2024
|
Jan 10, 2024
|
-2.44%
|
Tommy Tuberville
R / Senate
|
AAPL
Apple Inc. - Common Stock
|
Sale (Partial)
$15,001 - $50,000
|
Feb 14, 2024
|
Jan 03, 2024
|
-3.31%
|
Markwayne Mullin
R / Senate
|
AAPL
Apple Inc. - Common Stock
|
Purchase
$50,001 - $100,000
|
Jan 26, 2024
|
Jan 02, 2024
|
-3.29%
|
Blake D. Moore
R / House
|
AAPL
APPLE INC.
|
Purchase
$1,001 - $15,000
|
Jan 24, 2024
|
Dec 22, 2023
|
-8.52%
|
Shelley Moore Capito
R / Senate
|
AAPL
Apple Inc
|
Sale (Partial)
$1,001 - $15,000
|
Jan 12, 2024
|
Dec 19, 2023
|
-9.82%
|
Jerry Moran
R / Senate
|
AAPL
Apple Inc. - Common Stock
|
Sale (Full)
$1,001 - $15,000
|
Jan 17, 2024
|
Dec 14, 2023
|
-12.01%
|
Jerry Moran
R / Senate
|
AAPL
Apple Inc. - Common Stock
|
Sale (Full)
$1,001 - $15,000
|
Jan 17, 2024
|
Dec 14, 2023
|
-12.01%
|
Kevin Hern
R / House
|
UNH
UNITEDHEALTH GROUP INCORPORATED COMMON STOCK
|
Purchase
$1,001 - $15,000
|
Jan 13, 2024
|
Dec 12, 2023
|
-79.79%
|
Ro Khanna
D / House
|
AAPL
APPLE INC. CMN
|
Purchase
$15,001 - $50,000
|
Jan 04, 2024
|
Dec 04, 2023
|
-10.81%
|
John R. Curtis
R / House
|
AAPL
APPLE INC.
|
Sale
$1,001 - $15,000
|
Dec 15, 2023
|
Dec 04, 2023
|
-10.81%
|
John R. Curtis
R / House
|
UNH
UNITEDHEALTH GROUP INCORPORATED COMMON STOCK
|
Sale
$1,001 - $15,000
|
Dec 15, 2023
|
Dec 04, 2023
|
-82.44%
|
John James
R / House
|
UNH
UNITEDHEALTH GROUP INCORPORATED COMMON STOCK
|
Purchase
$1,001 - $15,000
|
Sep 02, 2024
|
Nov 10, 2023
|
-86.95%
|
John James
R / House
|
AAPL
APPLE INC. - COMMON STOCK
|
Purchase
$1,001 - $15,000
|
Sep 02, 2024
|
Nov 10, 2023
|
-13.96%
|
Pete Sessions
R / House
|
AAPL
APPLE INC.
|
Sale
$1,001 - $15,000
|
Nov 07, 2023
|
Nov 01, 2023
|
-10.58%
|
Josh Gottheimer
D / House
|
AAPL
APPLE INC.
|
Purchase
$1,001 - $15,000
|
Nov 11, 2023
|
Oct 30, 2023
|
-10.11%
|
Ro Khanna
D / House
|
UNH
UNITEDHEALTH GROUP INCORPORATE CMN
|
Sale
$50,001 - $100,000
|
Nov 08, 2023
|
Oct 26, 2023
|
-95.68%
|
Greg Stanton
D / House
|
UNH
UNITEDHEALTH GROUP INCORPORATED COMMON STOCK
|
Sale
$1,001 - $15,000
|
Nov 09, 2023
|
Oct 24, 2023
|
-91.05%
|
Greg Stanton
D / House
|
AAPL
APPLE INC.
|
Sale
$15,001 - $50,000
|
Nov 09, 2023
|
Oct 24, 2023
|
-9.81%
|
Ro Khanna
D / House
|
AAPL
APPLE INC. CMN
|
Sale
$15,001 - $50,000
|
Nov 08, 2023
|
Oct 10, 2023
|
-9.95%
|
Markwayne Mullin
R / Senate
|
UNH
Unitedhealth Group Inc
|
Purchase
$1,001 - $15,000
|
Nov 01, 2023
|
Oct 03, 2023
|
-89.78%
|
Markwayne Mullin
R / Senate
|
AAPL
Apple Inc. - Common Stock
|
Purchase
$1,001 - $15,000
|
Nov 01, 2023
|
Oct 03, 2023
|
-9.66%
|
Ro Khanna
D / House
|
UNH
UNITEDHEALTH GROUP INCORPORATE CMN
|
Purchase
$1,001 - $15,000
|
Nov 08, 2023
|
Oct 02, 2023
|
-88.34%
|
Ro Khanna
D / House
|
AAPL
APPLE INC. CMN
|
Purchase
$1,001 - $15,000
|
Nov 08, 2023
|
Oct 02, 2023
|
-8.69%
|
Robert J. Wittman
R / House
|
UNH
UNITEDHEALTH GROUP INCORPORATED COMMON STOCK
|
Sale
$1,001 - $15,000
|
Oct 19, 2023
|
Sep 28, 2023
|
-87.37%
|
Robert J. Wittman
R / House
|
AAPL
APPLE INC.
|
Sale
$1,001 - $15,000
|
Oct 19, 2023
|
Sep 28, 2023
|
-5.68%
|
Greg Stanton
D / House
|
AAPL
APPLE INC.
|
Purchase
$15,001 - $50,000
|
Nov 09, 2023
|
Sep 26, 2023
|
-7.13%
|
Greg Stanton
D / House
|
UNH
UNITEDHEALTH GROUP INCORPORATED COMMON STOCK
|
Purchase
$1,001 - $15,000
|
Nov 09, 2023
|
Sep 26, 2023
|
-87.10%
|
Josh Gottheimer
D / House
|
AAPL
APPLE INC.
|
Sale
$1,001 - $15,000
|
Oct 15, 2023
|
Sep 26, 2023
|
-7.13%
|