| Ticker | Asset | Value |
|---|---|---|
| — joint | LLC Roseland Building Venture RP | $250k–500k |
| — joint | Chicago, IL, US S. King Drive Property RP | $250k–500k |
| PH | Parker-Hannifin Corporation Common Stock ST | $250k |
| — joint | Chase Bank BA | $100k–250k |
| — joint | Chicago, IL, US S. Cornell Property RP | $100k–250k |
| CAH joint | Common Stock ST | $100k–250k |
| MSFT joint | Sold for a loss Morgan Stanley Trust Account ⇒ Microsoft Corporation ST | $100k–250k |
| NVDA joint | Morgan Stanley Trust Account ⇒ NVIDIA Corporation ST | $100k–250k |
| SHOP joint | - Class A Subordinate Voting Shares ST | $100k–250k |
| VTHRX spouse | Chicago, IL, US American Alliance of Museums 403(B) DC Plan ⇒ Vanguard Target Retirement 2030 Fund MF | $50k–100k |
| AME joint | Sold for a loss Morgan Stanley Trust Account ⇒ AMETEK, Inc. ST | $50k–100k |
| HIG joint | Morgan Stanley Trust Account ⇒ Hartford Financial Services Group, Inc. ST | $50k–100k |
| IBM joint | Morgan Stanley Trust Account ⇒ International Business Machines Corporation Common Stock ST | $50k–100k |
| MAR joint | Morgan Stanley Trust Account ⇒ Marriott International - Class A Common Stock ST | $50k–100k |
| MCK joint | Morgan Stanley Trust Account ⇒ McKesson Corporation ST | $50k–100k |
| PANW joint | Morgan Stanley Trust Account ⇒ Palo Alto Networks, Inc. ST | $50k–100k |
| TMUS joint | Morgan Stanley Trust Account ⇒ T-Mobile US, Inc. ST | $50k–100k |
| V joint | Morgan Stanley Trust Account ⇒ Visa Inc. ST | $50k–100k |
| CMNIX spouse | Morgan Stanley - Rollover IRA ⇒ Calamos Market Neutral Fd Cl I MF | $15k–50k |
| GSFTX spouse | Morgan Stanley - Rollover IRA ⇒ Columbia Dividend Income Fund Class I MF | $15k–50k |
| DGOYX spouse | Morgan Stanley - Rollover IRA ⇒ Davis Opportunity Fd Class Y MF | $15k–50k |
| QQQ spouse | Morgan Stanley - Rollover IRA ⇒ Invesco QQQ Trust, Series 1 EF | $15k–50k |
| ITOT spouse | Morgan Stanley - Rollover IRA ⇒ iShares Core S&P Total U.S. Stock Market ETF EF | $15k–50k |
| PTIAX spouse | Morgan Stanley - Rollover IRA ⇒ Performance Trust Total Return Bond Fund-Institutional Class MF | $15k–50k |
| — joint | Sold for a loss Morgan Stanley Trust Account ⇒ COOK CNTY ILL SCH DIST NO 081 SCHILLER OID GS | $15k–50k |
| Ticker | Amount | Traded | Disclosed | ||
|---|---|---|---|---|---|
| bought spouse | HLT | $1k–15k | 2026-06-15 | 2026-07-02 | filing · analyze |
| sold spouse | MCK | $1k–15k | 2026-06-15 | 2026-07-02 | filing · analyze |
| bought spouse | SPHR | $1k–15k | 2026-06-15 | 2026-07-02 | filing · analyze |
| sold (part) joint | MSFT | $15k–50k | 2026-05-12 | 2026-06-02 | filing · analyze |
| sold child | ORLY | $1k–15k | 2026-04-24 | 2026-05-08 | filing · analyze |
| sold joint | V | $50k–100k | 2026-04-24 | 2026-05-08 | filing · analyze |
| bought joint | SPG | $15k–50k | 2026-04-20 | 2026-05-08 | filing · analyze |
| sold joint | THC | $15k–50k | 2026-04-20 | 2026-05-08 | filing · analyze |
| sold spouse | THC | $1k–15k | 2026-04-15 | 2026-05-08 | filing · analyze |
| bought | BP | $1k–15k | 2026-03-20 | 2026-04-07 | filing · analyze |
| bought joint | BP | $15k–50k | 2026-03-19 | 2026-04-07 | filing · analyze |
| sold joint | ORLY | $15k–50k | 2026-03-19 | 2026-04-07 | filing · analyze |
| sold child | AMZN | $1k–15k | 2026-03-09 | 2026-04-07 | filing · analyze |
| sold joint | IBM | $50k–100k | 2026-02-17 | 2026-03-03 | filing · analyze |
| sold | IBM | $1k–15k | 2026-02-17 | 2026-03-03 | filing · analyze |
| bought | BK | $1k–15k | 2026-02-17 | 2026-03-03 | filing · analyze |
| bought joint | BK | $50k–100k | 2026-02-17 | 2026-03-03 | filing · analyze |
| sold spouse | AMZN | $1k–15k | 2026-02-11 | 2026-03-03 | filing · analyze |
| bought spouse | C | $1k–15k | 2026-02-11 | 2026-03-04 | filing · analyze |
| sold (part) spouse | THC | $1k–15k | 2026-02-11 | 2026-03-03 | filing · analyze |
| bought spouse | WELL | $1k–15k | 2026-02-11 | 2026-03-03 | filing · analyze |
| bought child | AMZN | $1k–15k | 2026-02-05 | 2026-03-03 | filing · analyze |
| bought joint | C | $50k–100k | 2026-02-05 | 2026-03-03 | filing · analyze |
| sold joint | PANW | $50k–100k | 2026-02-05 | 2026-03-03 | filing · analyze |
| sold | BRCM | $1k–15k | 2026-02-04 | 2026-03-03 | filing · analyze |
| bought | C | $1k–15k | 2026-02-04 | 2026-03-03 | filing · analyze |
| sold | SHOP | $1k–15k | 2026-02-03 | 2026-03-03 | filing · analyze |
| bought joint | C | $15k–50k | 2026-01-30 | 2026-02-03 | filing · analyze |
| bought joint | GEV | $15k–50k | 2026-01-30 | 2026-02-03 | filing · analyze |
| sold joint | SHOP | $50k–100k | 2026-01-30 | 2026-02-03 | filing · analyze |
| sold joint | CPNG | $15k–50k | 2026-01-22 | 2026-02-03 | filing · analyze |
| bought joint | VSAT | $50k–100k | 2026-01-22 | 2026-02-03 | filing · analyze |
| bought spouse | JPM | $1k–15k | 2026-01-20 | 2026-02-03 | filing · analyze |
| sold spouse | HOOD | $1k–15k | 2026-01-20 | 2026-02-03 | filing · analyze |
| sold joint | PLTR | $15k–50k | 2026-01-16 | 2026-02-03 | filing · analyze |
| sold joint | TMUS | $50k–100k | 2026-01-13 | 2026-02-03 | filing · analyze |
| bought joint | WMT | $50k–100k | 2026-01-13 | 2026-02-03 | filing · analyze |
| bought joint | PLTR | $15k–50k | 2025-12-22 | 2026-01-05 | filing · analyze |
| sold joint | HOOD | $15k–50k | 2025-12-22 | 2026-01-05 | filing · analyze |
| sold joint | MELI | $15k–50k | 2025-12-10 | 2026-01-05 | filing · analyze |
| bought joint | THC | $15k–50k | 2025-12-10 | 2026-01-05 | filing · analyze |
| sold joint | NFLX | $50k–100k | 2025-12-08 | 2026-01-05 | filing · analyze |
| bought joint | SHOP | $50k–100k | 2025-12-08 | 2026-01-05 | filing · analyze |