| Ticker | Asset | Value |
|---|---|---|
| — | Guardian Life Insurance WU | $500k–1M |
| UNH | Kean Family Partnership ⇒ UnitedHealth Group Incorporated Common Stock ST | $500k–1M |
| — | Personal Residence LLC ⇒ Personal Residence RP | $500k–1M |
| — | RLNK, LLC ⇒ Greener By Design, LLC OL | $500k–1M |
| — | RW Kean TR FBO THK Jr ⇒ PARAMETRIC PARTICIPATION FUND HE | $500k–1M |
| — spouse | Guardian Life Insurance WU | $250k–500k |
| BEEX | Fidelity Brokerage ⇒ The Beehive ETF EF | $250k–500k |
| — | Kean Family Partnership ⇒ Residential Property (Personal Use) RP | $250k–500k |
| — | RW Kean TR FBO THK Jr ⇒ BARROW HANLEY PART FD HE | $250k–500k |
| — | RW Kean TR FBO THK Jr ⇒ FTCI FIXED INCOME PARTN FD HE | $250k–500k |
| — | RW Kean TR FBO THK Jr ⇒ HARDING LOEVNER INTL EQ FD (-) HE | $250k–500k |
| — | RW Kean TR FBO THK Jr ⇒ HEDGE FUND INVTS PARTN FUND HE | $250k–500k |
| — | RW Kean TR FBO THK Jr ⇒ PINNACLE ASSOCIATES LTD PARTICIPATION FD HE | $250k–500k |
| — | RW Kean TR FBO THK Jr ⇒ WCM FOCUSED SMALL CAP PARTICIPATION FUND HE | $250k–500k |
| SYK | State Street Bank & Trust Co. ⇒ Stryker Corporation ST | $250k–500k |
| JNJ | Kean Family Partnership ⇒ Johnson & Johnson ST | $100k–250k |
| — | Kean Family Partnership ⇒ United States Treasury Notes GS | $100k–250k |
| — | RW Kean TR FBO THK Jr ⇒ Cash BA | $100k–250k |
| — | RW Kean TR FBO THK Jr ⇒ INTERNATIONAL VALUE EQUITY SECTION HE | $100k–250k |
| — | RW Kean TR FBO THK Jr ⇒ M W GLOBAL PARTNERS LP PARTICIPATION FD HE | $100k–250k |
| JNJ | State Street Bank & Trust Co. ⇒ Johnson & Johnson ST | $100k–250k |
| MKL | State Street Bank & Trust Co. ⇒ Markel Corporation ST | $100k–250k |
| MSFT | State Street Bank & Trust Co. ⇒ Microsoft Corporation ST | $100k–250k |
| — | State Street Bank & Trust Co. ⇒ United States Treasury Notes GS | $100k–250k |
| UNH | State Street Bank & Trust Co. SP ⇒ UnitedHealth Group Incorporated Common Stock ST | $100k–250k |
| Ticker | Amount | Traded | Disclosed | ||
|---|---|---|---|---|---|
| sold (part) | ADI | $1k–15k | 2026-06-30 | 2026-07-01 | filing · analyze |
| sold (part) | JNJ | $1k–15k | 2026-06-29 | 2026-07-13 | filing · analyze |
| sold (part) | MKL | $1k–15k | 2026-06-29 | 2026-07-13 | filing · analyze |
| sold (part) | SPGI | $1k–15k | 2026-06-29 | 2026-07-13 | filing · analyze |
| sold (part) | GOOGL | $15k–50k | 2026-06-24 | 2026-07-01 | filing · analyze |
| bought | ESAB | $1k–15k | 2026-06-24 | 2026-07-01 | filing · analyze |
| bought | ESAB | $1k–15k | 2026-06-22 | 2026-07-01 | filing · analyze |
| sold | GIL | $1k–15k | 2026-06-17 | 2026-07-01 | filing · analyze |
| bought | State Street Bank & Trust Co. U.S. Treasury Note 3.875% 6/15/2028 GS | $15k–50k | 2026-06-17 | 2026-07-01 | filing |
| bought | WPM | $1k–15k | 2026-06-04 | 2026-07-01 | filing · analyze |
| sold (part) child | GOOGL | $1k–15k | 2026-06-02 | 2026-06-18 | filing · analyze |
| bought | GIL | $1k–15k | 2026-06-02 | 2026-07-01 | filing · analyze |
| sold (part) | JNJ | $1k–15k | 2026-06-02 | 2026-06-18 | filing · analyze |
| sold (part) | MKL | $1k–15k | 2026-06-02 | 2026-06-18 | filing · analyze |
| sold (part) | MSFT | $1k–15k | 2026-06-02 | 2026-06-18 | filing · analyze |
| sold (part) | SYK | $1k–15k | 2026-06-02 | 2026-06-18 | filing · analyze |
| sold (part) | CHKP | $1k–15k | 2026-06-01 | 2026-06-02 | filing · analyze |
| bought | EQT | $1k–15k | 2026-06-01 | 2026-06-02 | filing · analyze |
| sold | CHKP | $1k–15k | 2026-06-01 | 2026-07-01 | filing · analyze |
| bought | EQT | $1k–15k | 2026-06-01 | 2026-07-01 | filing · analyze |
| sold | BDX | $1k–15k | 2026-05-21 | 2026-06-02 | filing · analyze |
| bought child | AMCR | $1k–15k | 2026-05-14 | 2026-06-02 | filing · analyze |
| bought | Kean Family Partnership U.S. Treasury Note GS | $50k–100k | 2026-05-04 | 2026-06-02 | filing |
| sold (part) child | ADI | $1k–15k | 2026-04-29 | 2026-05-17 | filing · analyze |
| sold | TTWO | $1k–15k | 2026-04-21 | 2026-05-17 | filing · analyze |
| sold (part) | NVT | $1k–15k | 2026-04-15 | 2026-05-17 | filing · analyze |
| sold | FCNCA | $1k–15k | 2026-04-14 | 2026-05-17 | filing · analyze |
| bought | TXN | $1k–15k | 2026-04-14 | 2026-05-17 | filing · analyze |
| bought child | AMCR | $1k–15k | 2026-03-31 | 2026-04-03 | filing · analyze |
| sold (part) | CB | $15k–50k | 2026-03-26 | 2026-04-08 | filing · analyze |
| sold (part) | FCNCA | $1k–15k | 2026-03-26 | 2026-04-03 | filing · analyze |
| sold (part) | JNJ | $1k–15k | 2026-03-26 | 2026-04-08 | filing · analyze |
| bought | LIN | $1k–15k | 2026-03-26 | 2026-04-03 | filing · analyze |
| sold (part) | PEP | $15k–50k | 2026-03-26 | 2026-04-08 | filing · analyze |
| sold (part) | SPGI | $15k–50k | 2026-03-26 | 2026-04-08 | filing · analyze |
| sold (part) | WAT | $1k–15k | 2026-03-10 | 2026-04-03 | filing · analyze |
| bought | LIN | $1k–15k | 2026-02-18 | 2026-03-03 | filing · analyze |
| bought | Kean Family Partnership U.S. Treasury Note GS | $50k–100k | 2026-02-18 | 2026-03-03 | filing |
| bought | Treasury Note GS | $50k–100k | 2026-02-18 | 2026-03-03 | filing |
| sold (part) | WAT | $1k–15k | 2026-02-13 | 2026-03-03 | filing · analyze |
| sold (part) child | GOOGL | $15k–50k | 2026-02-05 | 2026-03-03 | filing · analyze |
| bought | FCNCA | $1k–15k | 2026-02-05 | 2026-03-03 | filing · analyze |
| bought child | ABT | $1k–15k | 2026-01-29 | 2026-02-05 | filing · analyze |
| sold (part) | JNJ | $15k–50k | 2026-01-23 | 2026-02-05 | filing · analyze |
| sold (part) | MKL | $15k–50k | 2026-01-23 | 2026-02-05 | filing · analyze |
| sold (part) | MSFT | $1k–15k | 2026-01-23 | 2026-02-05 | filing · analyze |
| sold (part) | SYK | $15k–50k | 2026-01-23 | 2026-02-05 | filing · analyze |
| sold | GM | $1k–15k | 2026-01-07 | 2026-02-05 | filing · analyze |
| bought | Treasury Note GS | $15k–50k | 2025-12-31 | 2026-01-02 | filing |
| exchanged child | LLYVA | $1k–15k | 2025-12-16 | 2026-01-08 | filing · analyze |
| exchanged | LLYVK | $1k–15k | 2025-12-16 | 2026-01-08 | filing · analyze |
| sold | SNREY | $1k–15k | 2025-12-02 | 2026-01-16 | filing · analyze |