$70.69M
Net Worth Est.
$161K
Trade Volume
14
Recent Trades
Sep 01, 2026
Last Trade
Current Member
Yes
Years Active
1985 - Present
Age
84
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Mitch McConnell Stock Portfolio & Net Worth
Republican
Senator (KY)
Disclosed Trades
Trades: 14
Issuers: 2
Last Trade: Sep 01, 2026
Portfolio Lab
Backtest a hypothetical portfolio built from disclosed holdings (illustrative only; reporting delays and value ranges apply; past performance is not indicative of future results).
This portfolio monitors the publicly disclosed assets and transactions of Mitch McConnell, compiled from official congressional financial filings under the STOCK Act. It currently tracks 897 disclosed assets and recent trading volume of $161K.
Financial holdings and assets from Mitch McConnell's portfolio, compiled from official public records. Net worth estimates represent valuation range midpoints.
By value, the largest disclosed asset types are Funds and ETFs, Trusts, and Stocks.
Filing Sources & Methodology: Data compiled from official public filings with the U.S. House Clerk and U.S. Senate Financial Disclosures (eFD) pursuant to the STOCK Act (Pub. L. 112–105).
Disclosures are reported with a statutory 30–45 day delay and in broad valuation ranges; net worth and growth metrics represent midpoint approximations for research and informational purposes only. Not investment advice or a recommendation to buy or sell any security. Past performance is not indicative of future results.
Estimated Net Worth
$70.69M
Disclosed Portfolio
Disclosure period
2014 - 2024
Report years
Net Worth Growth
+219.0%
vs +189.0% S&P 500
Trade Volume
$161K
Recent Disclosed
Disclosed Trades
14
14 Official Filings
Portfolio Performance vs S&P 500
Cumulative disclosure net worth growth of Mitch McConnell vs S&P 500 Index (SPY) since 2014.
Mitch McConnell: +219.0%
S&P 500: +189.0%
Mitch McConnell has a net worth of $70.69M
per our latest estimates. Estimates are calculated based on the midpoints of disclosed asset valuations.
Net Worth Trajectory
Note: the latest point is the current net worth estimate; earlier points come from annual reports (range midpoints), so the last step is not a like-for-like change.
$70.69M
Current Net Worth Est.
Top Holdings / Asset Types
Disclosed Holdings
| Asset / Holding | Asset Type | Disclosed Amount Range | Owner | Report Year | Filed Date |
|---|---|---|---|---|---|
VXUS - Vanguard Total International Stock Index Fund ETF
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,000,001 - $5,000,000 | Joint | 2024 | Aug 11, 2025 |
|
WGIFX-American Funds Capital World Gr&Inc F2 (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2024 | Aug 11, 2025 |
|
WGIFX-American Funds Capital World Gr&Inc F2 (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2024 | Aug 11, 2025 |
| Corporate Securities, Stock | $1,000,001 - $5,000,000 | Spouse | 2024 | Aug 11, 2025 | |
|
Vanguard Target Enrollment 2032/2033 Portfolio
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Self | 2024 | Aug 11, 2025 |
|
Vanguard Target Enrollment 2032/2033 Portfolio
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Self | 2024 | Aug 11, 2025 |
|
Vanguard IRA Account
Disclosed Asset
|
Retirement Plans, IRA | - | Spouse | 2024 | Aug 11, 2025 |
|
Vanguard 529 College Savings Plan
Disclosed Asset
|
Education Savings Plans, 529 College Savings Plan | - | Self | 2024 | Aug 11, 2025 |
|
Vanguard 529 College Savings Plan
Disclosed Asset
|
Education Savings Plans, 529 College Savings Plan | - | Self | 2024 | Aug 11, 2025 |
|
E-Trade ChargePoint Account
Disclosed Asset
|
Brokerage/Managed Account | - | Spouse | 2024 | Aug 11, 2025 |
|
(Heritage Foundation 403(b)) PREIX-T. Rowe Price Equity Index 500 (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $250,001 - $500,000 | Spouse | 2024 | Aug 11, 2025 |
|
(Heritage Foundation 403(b)) SWGXX - Schwab Government Money Fund
Disclosed Asset
|
Mutual Funds, Mutual Fund | - | Spouse | 2024 | Aug 11, 2025 |
|
(Heritage Foundation 403(b)) VFIAX-Vanguard 500 Index Admiral
Disclosed Asset
|
Mutual Funds, Mutual Fund | $250,001 - $500,000 | Spouse | 2024 | Aug 11, 2025 |
|
(Heritage Foundation Retirement) APHKX - Artisan International Value Fd Insti Shs
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2024 | Aug 11, 2025 |
|
(Heritage Foundation Retirement) FIWDX - Fidelity Advisor Strategic Income Fund Class Z
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2024 | Aug 11, 2025 |
|
(Heritage Foundation Retirement) GQGRX - Gqg Partners Emerging Markets Equity Fund R6 Sha
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2024 | Aug 11, 2025 |
|
(Heritage Foundation Retirement) JDMNX - Janus Henderson Enterprise Fund - N Shares
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2024 | Aug 11, 2025 |
|
(Heritage Foundation Retirement) PEQSX - Putnam Large Cap Value Fund Class R6
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2024 | Aug 11, 2025 |
|
(Heritage Foundation Retirement) RSEIX-Royce Special Equity Instl
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2024 | Aug 11, 2025 |
|
(Heritage Foundation Retirement) SWGXX - Schwab Government Money Fund
Disclosed Asset
|
Mutual Funds, Mutual Fund | - | Spouse | 2024 | Aug 11, 2025 |
|
(Heritage Foundation Retirement) VFIAX - Vanguard 500 Index Fd Admiral Shs
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2024 | Aug 11, 2025 |
|
(Heritage Foundation Retirement) VGSLX-Vanguard REIT Index Adm
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2024 | Aug 11, 2025 |
|
(Heritage Foundation Retirement) WIIBX - Segall Bryant & Hamill Plus Bond Fund Institutional
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2024 | Aug 11, 2025 |
|
BND - Vanguard Total Bond Market ETF
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2024 | Aug 11, 2025 |
|
BNDX - Vanguard Total International Bond Index
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2024 | Aug 11, 2025 |
|
Bank of America
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Self | 2024 | Aug 11, 2025 |
Chargepoint Holdings Inc
CHPT
|
Corporate Securities, Stock | $50,001 - $100,000 | Spouse | 2024 | Aug 11, 2025 |
|
ChargePoint Holdings RSUs
Disclosed Asset
|
Other Securities | - | Spouse | 2024 | Aug 11, 2025 |
|
Chariot Parent, LLC d/b/a Chamberlain Group Incentive Units
Disclosed Asset
|
Other Securities | $100,001 - $250,000 | Spouse | 2024 | Aug 11, 2025 |
|
DPFFX-Delaware Diversified Income Instl (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2024 | Aug 11, 2025 |
|
DPFFX-Delaware Diversified Income Instl (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2024 | Aug 11, 2025 |
|
DWS Capital Growth VIP (Variable Interest Portfolio) Fund
Disclosed Asset
|
Mutual Funds, Mutual Fund | $250,001 - $500,000 | Spouse | 2024 | Aug 11, 2025 |
|
E-Trade Mobileye Global Inc.
Disclosed Asset
|
Brokerage/Managed Account | - | Spouse | 2024 | Aug 11, 2025 |
|
Elaine L Chao Revocable Trust
Disclosed Asset
|
Trust, General Trust | - | Spouse | 2024 | Aug 11, 2025 |
|
FEGIX-First Eagle Gold I (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2024 | Aug 11, 2025 |
|
FEGIX-First Eagle Gold I (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2024 | Aug 11, 2025 |
|
Fidelity Cash Account
Disclosed Asset
|
Bank Deposit | $15,001 - $50,000 | Spouse | 2024 | Aug 11, 2025 |
|
Fidelity Kroger Stock Account
Disclosed Asset
|
Brokerage/Managed Account | - | Spouse | 2024 | Aug 11, 2025 |
|
Fidelity Luminar Technologies Account
Disclosed Asset
|
Brokerage/Managed Account | - | Spouse | 2024 | Aug 11, 2025 |
|
GFFFX-American Funds Growth Fund of Amer F2 (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2024 | Aug 11, 2025 |
|
GFFFX-American Funds Growth Fund of Amer F2 (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2024 | Aug 11, 2025 |
Hyliion Holdings Corp
HYLN
|
Corporate Securities, Stock | $100,001 - $250,000 | Spouse | 2024 | Aug 11, 2025 |
|
IWM-iShares Russell 2000
Disclosed Asset
|
Mutual Funds, Exchange Traded Fund/Note | $50,001 - $100,000 | Self | 2024 | Aug 11, 2025 |
|
JDVPX - JHancock Disciplined Value R2
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2024 | Aug 11, 2025 |
|
JHIGX - JHancock International Growth R2
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2024 | Aug 11, 2025 |
The Kroger Co
KR
|
Corporate Securities, Stock | $100,001 - $250,000 | Spouse | 2024 | Aug 11, 2025 |
|
Kroger Restricted Stock Units
Disclosed Asset
|
Other Securities | $500,001 - $1,000,000 | Spouse | 2024 | Aug 11, 2025 |
Tema Photonics & Optical ETF
LAZR
|
Corporate Securities, Stock | $15,001 - $50,000 | Spouse | 2024 | Aug 11, 2025 |
|
Luminar Technologies, Inc Restricted Stock Units
Disclosed Asset
|
Other Securities | - | Spouse | 2024 | Aug 11, 2025 |
|
MNNAX - Victory Munder Multi-Cap A
Disclosed Asset
|
Trust, General Trust | $100,001 - $250,000 | Self | 2024 | Aug 11, 2025 |
|
Mitch IRA MLPA
Disclosed Asset
|
Retirement Plans, IRA | - | Self | 2024 | Aug 11, 2025 |
|
Mobileye Global Inc. Restricted Stock Units
Disclosed Asset
|
Other Securities | - | Spouse | 2024 | Aug 11, 2025 |
T. Rowe Price Small-Cap Stock Fund I Class
OTIIX
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2024 | Aug 11, 2025 |
Principal Equity Income Fund Institutional Class
PEIIX
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2024 | Aug 11, 2025 |
|
PEQPX-Principal Equity Income P (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2024 | Aug 11, 2025 |
PGDPX - Principal Global Div Inc P (NASDAQ)
PGDPX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2024 | Aug 11, 2025 |
T. Rowe Price International Stock I
PRIUX
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2024 | Aug 11, 2025 |
T. Rowe Price Mid-Cap Growth Fund I Class
RPTIX
|
Mutual Funds, Mutual Fund | $500,001 - $1,000,000 | Spouse | 2024 | Aug 11, 2025 |
|
RSPYX-RS Partners Y (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2024 | Aug 11, 2025 |
|
Real Property with Carriage House Rental
Disclosed Asset
|
Real Estate, Residential | $1,000,001 - $5,000,000 | Joint | 2024 | Aug 11, 2025 |
|
Republic Bank and Trust
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Self | 2024 | Aug 11, 2025 |
|
SCPB-SPDR Barclays Short Term Corp Bd ETF (NYSEArca)
Disclosed Asset
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Self | 2024 | Aug 11, 2025 |
BNY Mellon Sm/Md Cp Gr I
SDSCX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2024 | Aug 11, 2025 |
| Mutual Funds, Exchange Traded Fund/Note | $50,001 - $100,000 | Self | 2024 | Aug 11, 2025 | |
T. Rowe Price Blue Chip Growth Fund I Class
TBCIX
|
Mutual Funds, Mutual Fund | $500,001 - $1,000,000 | Spouse | 2024 | Aug 11, 2025 |
|
TGBAX-Templeton Global Bond Adv (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2024 | Aug 11, 2025 |
|
TGBAX-Templeton Global Bond Adv (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2024 | Aug 11, 2025 |
T. Rowe Price Science and Technology Fund I Class
TSNIX
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2024 | Aug 11, 2025 |
|
Truist Advantage Money Market Account
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Joint | 2024 | Aug 11, 2025 |
|
Truist Business Checking (Firebird International LLC)
Disclosed Asset
|
Bank Deposit | $15,001 - $50,000 | Spouse | 2024 | Aug 11, 2025 |
|
Truist Business Money Market Performance (Firebird International LLC)
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Spouse | 2024 | Aug 11, 2025 |
|
Truist Personal Savings Account
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Spouse | 2024 | Aug 11, 2025 |
|
Truist Solid Choice Banking
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Spouse | 2024 | Aug 11, 2025 |
|
UBS (uninvested cash held by UBS)
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Spouse | 2024 | Aug 11, 2025 |
|
UBS (uninvested cash held by UBS)
Disclosed Asset
|
Bank Deposit | - | Spouse | 2024 | Aug 11, 2025 |
|
UBS Hyliion Account
Disclosed Asset
|
Brokerage/Managed Account | - | Spouse | 2024 | Aug 11, 2025 |
|
UBS IRA (7 items)
Disclosed Asset
|
Retirement Plans, IRA | - | Spouse | 2024 | Aug 11, 2025 |
|
UBS PSP
Disclosed Asset
|
Trust, General Trust | - | Spouse | 2024 | Aug 11, 2025 |
|
UBS Pension Trust (9 items)
Disclosed Asset
|
Trust, General Trust | - | Spouse | 2024 | Aug 11, 2025 |
Vanguard Small-Cap Index Fund ETF Shares
VB
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Joint | 2024 | Aug 11, 2025 |
Vanguard Small-Cap Index Fund ETF Shares
VB
|
Mutual Funds, Mutual Fund | $1,000,001 - $5,000,000 | Spouse | 2024 | Aug 11, 2025 |
|
VEU - Vanguard FTSE All World Ex US ETF
Disclosed Asset
|
Mutual Funds, Mutual Fund | $250,001 - $500,000 | Spouse | 2024 | Aug 11, 2025 |
|
VFIAX-Vanguard 500 Index Admiral (NASDAQ)
Disclosed Asset
|
Trust, General Trust | $1,000,001 - $5,000,000 | Self | 2024 | Aug 11, 2025 |
|
VFIDX - Vanguard Intermediate Term Invest Grade Admiral CL
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2024 | Aug 11, 2025 |
|
VFSUX - Vanguard Short Term Invest Grade Admiral CL
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2024 | Aug 11, 2025 |
|
VGIAX-Vanguard Growth & Income Adm (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $500,001 - $1,000,000 | Spouse | 2024 | Aug 11, 2025 |
|
VHCAX-Vanguard Capital Opportunity Adm (NASDAQ)
Disclosed Asset
|
Trust, General Trust | $500,001 - $1,000,000 | Self | 2024 | Aug 11, 2025 |
|
VMFXX - Vanguard Federal Money Market Fund
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2024 | Aug 11, 2025 |
|
VMLUX - Vanguard Ltd Term Tax Exempt Admiral CL
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Joint | 2024 | Aug 11, 2025 |
|
VMLUX - Vanguard Ltd Term Tax Exempt Admiral CL
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2024 | Aug 11, 2025 |
|
VMMXX-Vanguard Money Market Reserves (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | - | Joint | 2024 | Aug 11, 2025 |
|
VMSXX - Vanguard Municipal Money Market
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2024 | Aug 11, 2025 |
Vanguard Mid-Cap Index Fund ETF Shares
VO
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Joint | 2024 | Aug 11, 2025 |
Vanguard Mid-Cap Index Fund ETF Shares
VO
|
Mutual Funds, Mutual Fund | $1,000,001 - $5,000,000 | Spouse | 2024 | Aug 11, 2025 |
|
VO-Vanguard Mid-Cap ETF
Disclosed Asset
|
Mutual Funds, Exchange Traded Fund/Note | $50,001 - $100,000 | Self | 2024 | Aug 11, 2025 |
| Mutual Funds, Mutual Fund | $5,000,001 - $25,000,000 | Joint | 2024 | Aug 11, 2025 | |
| Mutual Funds, Mutual Fund | $5,000,001 - $25,000,000 | Spouse | 2024 | Aug 11, 2025 | |
|
VSIAX-Vanguard Small Cap Value Index Admiral (NASDAQ)
Disclosed Asset
|
Trust, General Trust | $500,001 - $1,000,000 | Self | 2024 | Aug 11, 2025 |
|
VWIUX - Vanguard Intermediate Term Tax Exempt Admiral CL
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2024 | Aug 11, 2025 |
|
VWLUX - Vanguard Long-Term Tax-Exempt Admiral CL
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2024 | Aug 11, 2025 |
|
VXUS - Vanguard Total International Stock Index Fund ETF
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2024 | Aug 11, 2025 |
|
VWIUX - Vanguard Intermediate Term Tax Exempt Admiral CL
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2023 | Aug 13, 2024 |
|
VWLUX - Vanguard Long-Term Tax-Exempt Admiral CL
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2023 | Aug 13, 2024 |
|
VXUS - Vanguard Total International Stock Index Fund ETF
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,000,001 - $5,000,000 | Joint | 2023 | Aug 13, 2024 |
|
VXUS - Vanguard Total International Stock Index Fund ETF
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2023 | Aug 13, 2024 |
|
Vanguard 529 College Savings Plan
Disclosed Asset
|
Education Savings Plans, 529 College Savings Plan | - | Self | 2023 | Aug 13, 2024 |
|
UBS Pension Trust (9 items)
Disclosed Asset
|
Trust, General Trust | - | Spouse | 2023 | Aug 13, 2024 |
|
UBS PSP
Disclosed Asset
|
Trust, General Trust | - | Spouse | 2023 | Aug 13, 2024 |
|
UBS IRA (7 items)
Disclosed Asset
|
Retirement Plans, IRA | - | Spouse | 2023 | Aug 13, 2024 |
|
UBS Hyliion Account
Disclosed Asset
|
Brokerage/Managed Account | - | Spouse | 2023 | Aug 13, 2024 |
|
UBS (uninvested cash held by UBS)
Disclosed Asset
|
Bank Deposit | - | Spouse | 2023 | Aug 13, 2024 |
|
UBS (uninvested cash held by UBS)
Disclosed Asset
|
Bank Deposit | - | Spouse | 2023 | Aug 13, 2024 |
|
Truist Solid Choice Banking
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Spouse | 2023 | Aug 13, 2024 |
|
Truist Personal Savings Account
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Spouse | 2023 | Aug 13, 2024 |
|
Truist Business Money Market Performance (Firebird International LLC)
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Spouse | 2023 | Aug 13, 2024 |
|
Truist Business Checking (Firebird International LLC)
Disclosed Asset
|
Bank Deposit | $15,001 - $50,000 | Spouse | 2023 | Aug 13, 2024 |
|
Truist Advantage Money Market Account
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Joint | 2023 | Aug 13, 2024 |
T. Rowe Price Science and Technology Fund I Class
TSNIX
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2023 | Aug 13, 2024 |
|
TGBAX-Templeton Global Bond Adv (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2023 | Aug 13, 2024 |
|
TGBAX-Templeton Global Bond Adv (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2023 | Aug 13, 2024 |
T. Rowe Price Blue Chip Growth Fund I Class
TBCIX
|
Mutual Funds, Mutual Fund | $250,001 - $500,000 | Spouse | 2023 | Aug 13, 2024 |
| Mutual Funds, Exchange Traded Fund/Note | $50,001 - $100,000 | Self | 2023 | Aug 13, 2024 | |
BNY Mellon Sm/Md Cp Gr I
SDSCX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2023 | Aug 13, 2024 |
|
SCPB-SPDR Barclays Short Term Corp Bd ETF (NYSEArca)
Disclosed Asset
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Self | 2023 | Aug 13, 2024 |
|
Republic Bank and Trust
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Self | 2023 | Aug 13, 2024 |
|
Real Property with Carriage House Rental
Disclosed Asset
|
Real Estate, Residential | $1,000,001 - $5,000,000 | Joint | 2023 | Aug 13, 2024 |
|
RSPYX-RS Partners Y (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2023 | Aug 13, 2024 |
T. Rowe Price Mid-Cap Growth Fund I Class
RPTIX
|
Mutual Funds, Mutual Fund | $500,001 - $1,000,000 | Spouse | 2023 | Aug 13, 2024 |
T. Rowe Price International Stock I
PRIUX
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2023 | Aug 13, 2024 |
PGDPX - Principal Global Div Inc P (NASDAQ)
PGDPX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2023 | Aug 13, 2024 |
|
PEQPX-Principal Equity Income P (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2023 | Aug 13, 2024 |
Principal Equity Income Fund Institutional Class
PEIIX
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2023 | Aug 13, 2024 |
T. Rowe Price Small-Cap Stock Fund I Class
OTIIX
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2023 | Aug 13, 2024 |
|
Mitch IRA MLPA
Disclosed Asset
|
Retirement Plans, IRA | - | Self | 2023 | Aug 13, 2024 |
|
MNNAX - Victory Munder Multi-Cap A
Disclosed Asset
|
Trust, General Trust | $50,001 - $100,000 | Self | 2023 | Aug 13, 2024 |
|
Luminar Technologies, Inc Restricted Stock Units
Disclosed Asset
|
Other Securities | - | Spouse | 2023 | Aug 13, 2024 |
Tema Photonics & Optical ETF
LAZR
|
Corporate Securities, Stock | $50,001 - $100,000 | Spouse | 2023 | Aug 13, 2024 |
|
Kroger Restricted Stock Units
Disclosed Asset
|
Other Securities | $250,001 - $500,000 | Spouse | 2023 | Aug 13, 2024 |
The Kroger Co
KR
|
Corporate Securities, Stock | $100,001 - $250,000 | Spouse | 2023 | Aug 13, 2024 |
|
JHIGX - JHancock International Growth R2
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2023 | Aug 13, 2024 |
|
JDVPX - JHancock Disciplined Value R2
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2023 | Aug 13, 2024 |
|
IWM-iShares Russell 2000
Disclosed Asset
|
Mutual Funds, Exchange Traded Fund/Note | $50,001 - $100,000 | Self | 2023 | Aug 13, 2024 |
|
Hyliion Restricted Stock Units
Disclosed Asset
|
Other Securities | - | Spouse | 2023 | Aug 13, 2024 |
Hyliion Holdings Corp
HYLN
|
Corporate Securities, Stock | $15,001 - $50,000 | Spouse | 2023 | Aug 13, 2024 |
|
GFFFX-American Funds Growth Fund of Amer F2 (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2023 | Aug 13, 2024 |
|
GFFFX-American Funds Growth Fund of Amer F2 (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2023 | Aug 13, 2024 |
|
Fidelity Luminar Technologies Account
Disclosed Asset
|
Brokerage/Managed Account | - | Spouse | 2023 | Aug 13, 2024 |
|
Fidelity Kroger Stock Account
Disclosed Asset
|
Brokerage/Managed Account | - | Spouse | 2023 | Aug 13, 2024 |
|
Fidelity Embark Account
Disclosed Asset
|
Brokerage/Managed Account | - | Spouse | 2023 | Aug 13, 2024 |
|
Fidelity Cash Account
Disclosed Asset
|
Bank Deposit | $15,001 - $50,000 | Spouse | 2023 | Aug 13, 2024 |
|
FEGIX-First Eagle Gold I (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2023 | Aug 13, 2024 |
|
FEGIX-First Eagle Gold I (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2023 | Aug 13, 2024 |
|
Embark Technology Restricted Stock Units
Disclosed Asset
|
Other Securities | - | Spouse | 2023 | Aug 13, 2024 |
|
Embark Technology Options
Disclosed Asset
|
Other Securities | - | Spouse | 2023 | Aug 13, 2024 |
|
Elaine L Chao Revocable Trust
Disclosed Asset
|
Trust, General Trust | - | Spouse | 2023 | Aug 13, 2024 |
Embark Technology Inc
EMBK
|
Corporate Securities, Stock | $1,001 - $15,000 | Spouse | 2023 | Aug 13, 2024 |
|
E-Trade ChargePoint Account
Disclosed Asset
|
Brokerage/Managed Account | - | Spouse | 2023 | Aug 13, 2024 |
|
DWS Capital Growth VIP (Variable Interest Portfolio) Fund
Disclosed Asset
|
Mutual Funds, Mutual Fund | $250,001 - $500,000 | Spouse | 2023 | Aug 13, 2024 |
|
DPFFX-Delaware Diversified Income Instl (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2023 | Aug 13, 2024 |
|
DPFFX-Delaware Diversified Income Instl (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2023 | Aug 13, 2024 |
|
Chariot Parent, LLC d/b/a Chamberlain Group Incentive Units
Disclosed Asset
|
Other Securities | - | Spouse | 2023 | Aug 13, 2024 |
|
ChargePoint Holdings RSUs
Disclosed Asset
|
Other Securities | - | Spouse | 2023 | Aug 13, 2024 |
Chargepoint Holdings Inc
CHPT
|
Corporate Securities, Stock | $50,001 - $100,000 | Spouse | 2023 | Aug 13, 2024 |
|
Bank of America
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Self | 2023 | Aug 13, 2024 |
|
BNDX - Vanguard Total International Bond Index
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2023 | Aug 13, 2024 |
|
BND - Vanguard Total Bond Market ETF
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2023 | Aug 13, 2024 |
|
(Heritage Foundation Retirement) WIIBX - Segall Bryant & Hamill Plus Bond Fund Institutional
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2023 | Aug 13, 2024 |
|
(Heritage Foundation Retirement) VGSLX-Vanguard REIT Index Adm
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2023 | Aug 13, 2024 |
|
(Heritage Foundation Retirement) SWGXX - Schwab Government Money Fund
Disclosed Asset
|
Mutual Funds, Mutual Fund | - | Spouse | 2023 | Aug 13, 2024 |
|
(Heritage Foundation Retirement) SLASX-Selected American Shares S
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2023 | Aug 13, 2024 |
|
(Heritage Foundation Retirement) RSEIX-Royce Special Equity Instl
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2023 | Aug 13, 2024 |
|
(Heritage Foundation Retirement) PRMSX-T. Rowe Price Emerging Markets Stock
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2023 | Aug 13, 2024 |
|
(Heritage Foundation Retirement) OAKMX-Oakmark I
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2023 | Aug 13, 2024 |
|
(Heritage Foundation Retirement) LSBDX-Loomis Sayles Bond Instl
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2023 | Aug 13, 2024 |
|
(Heritage Foundation Retirement) FAIRX-Fairholme
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2023 | Aug 13, 2024 |
|
(Heritage Foundation Retirement) BARAX-Baron Asset Retail
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2023 | Aug 13, 2024 |
|
(Heritage Foundation Retirement) ARTKX-Artisan International Value Investor
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2023 | Aug 13, 2024 |
|
(Heritage Foundation 403(b)) VTSAX - Vanguard Total Stock Market Index Fund Admiral Sha
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2023 | Aug 13, 2024 |
|
(Heritage Foundation 403(b)) VFIAX-Vanguard 500 Index Admiral
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2023 | Aug 13, 2024 |
|
(Heritage Foundation 403(b)) PREIX-T. Rowe Price Equity Index 500 (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $250,001 - $500,000 | Spouse | 2023 | Aug 13, 2024 |
|
Vanguard 529 College Savings Plan
Disclosed Asset
|
Education Savings Plans, 529 College Savings Plan | - | Self | 2023 | Aug 13, 2024 |
|
Vanguard Federal Money Market Fund
Disclosed Asset
|
Mutual Funds, Mutual Fund | $250,001 - $500,000 | Spouse | 2023 | Aug 13, 2024 |
|
Vanguard IRA Account
Disclosed Asset
|
Retirement Plans, IRA | - | Spouse | 2023 | Aug 13, 2024 |
|
Vanguard Target Enrollment 2032/2033 Portfolio
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Self | 2023 | Aug 13, 2024 |
|
Vanguard Target Enrollment 2032/2033 Portfolio
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Self | 2023 | Aug 13, 2024 |
| Corporate Securities, Stock | $1,000,001 - $5,000,000 | Spouse | 2023 | Aug 13, 2024 | |
|
WGIFX-American Funds Capital World Gr&Inc F2 (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2023 | Aug 13, 2024 |
|
WGIFX-American Funds Capital World Gr&Inc F2 (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2023 | Aug 13, 2024 |
Vanguard Small-Cap Index Fund ETF Shares
VB
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Joint | 2023 | Aug 13, 2024 |
Vanguard Small-Cap Index Fund ETF Shares
VB
|
Mutual Funds, Mutual Fund | $1,000,001 - $5,000,000 | Spouse | 2023 | Aug 13, 2024 |
|
VEU - Vanguard FTSE All World Ex US ETF
Disclosed Asset
|
Mutual Funds, Mutual Fund | $250,001 - $500,000 | Spouse | 2023 | Aug 13, 2024 |
|
VFIAX-Vanguard 500 Index Admiral (NASDAQ)
Disclosed Asset
|
Trust, General Trust | $500,001 - $1,000,000 | Self | 2023 | Aug 13, 2024 |
|
VFIDX - Vanguard Intermediate Term Invest Grade Admiral CL
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2023 | Aug 13, 2024 |
|
VFSUX - Vanguard Short Term Invest Grade Admiral CL
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2023 | Aug 13, 2024 |
|
VGIAX-Vanguard Growth & Income Adm (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $500,001 - $1,000,000 | Spouse | 2023 | Aug 13, 2024 |
|
VHCAX-Vanguard Capital Opportunity Adm (NASDAQ)
Disclosed Asset
|
Trust, General Trust | $500,001 - $1,000,000 | Self | 2023 | Aug 13, 2024 |
|
VMFXX - Vanguard Federal Money Market Fund
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2023 | Aug 13, 2024 |
|
VMLUX - Vanguard Ltd Term Tax Exempt Admiral CL
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Joint | 2023 | Aug 13, 2024 |
|
VMLUX - Vanguard Ltd Term Tax Exempt Admiral CL
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2023 | Aug 13, 2024 |
|
VMMXX-Vanguard Money Market Reserves (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Joint | 2023 | Aug 13, 2024 |
Vanguard Mid-Cap Index Fund ETF Shares
VO
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Joint | 2023 | Aug 13, 2024 |
Vanguard Mid-Cap Index Fund ETF Shares
VO
|
Mutual Funds, Mutual Fund | $1,000,001 - $5,000,000 | Spouse | 2023 | Aug 13, 2024 |
|
VO-Vanguard Mid-Cap ETF
Disclosed Asset
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Self | 2023 | Aug 13, 2024 |
| Mutual Funds, Mutual Fund | $5,000,001 - $25,000,000 | Joint | 2023 | Aug 13, 2024 | |
| Mutual Funds, Mutual Fund | $1,000,001 - $5,000,000 | Spouse | 2023 | Aug 13, 2024 | |
|
VSIAX-Vanguard Small Cap Value Index Admiral (NASDAQ)
Disclosed Asset
|
Trust, General Trust | $500,001 - $1,000,000 | Self | 2023 | Aug 13, 2024 |
|
UBS (uninvested cash held by UBS)
Disclosed Asset
|
Bank Deposit | - | Spouse | 2022 | May 15, 2023 |
|
WGIFX-American Funds Capital World Gr&Inc F2 (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2022 | May 15, 2023 |
|
WGIFX-American Funds Capital World Gr&Inc F2 (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2022 | May 15, 2023 |
|
Vanguard Target Enrollment 2032/2033 Portfolio
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Self | 2022 | May 15, 2023 |
|
Vanguard Target Enrollment 2032/2033 Portfolio
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Self | 2022 | May 15, 2023 |
|
Vanguard IRA Account
Disclosed Asset
|
Retirement Plans, IRA | - | Spouse | 2022 | May 15, 2023 |
|
Vanguard Federal Money Market Fund
Disclosed Asset
|
Mutual Funds, Mutual Fund | $250,001 - $500,000 | Spouse | 2022 | May 15, 2023 |
|
Vanguard 529 College Savings Plan
Disclosed Asset
|
Education Savings Plans, 529 College Savings Plan | - | Self | 2022 | May 15, 2023 |
|
Vanguard 529 College Savings Plan
Disclosed Asset
|
Education Savings Plans, 529 College Savings Plan | - | Self | 2022 | May 15, 2023 |
|
VSIAX-Vanguard Small Cap Value Index Admiral (NASDAQ)
Disclosed Asset
|
Trust, General Trust | $500,001 - $1,000,000 | Self | 2022 | May 15, 2023 |
| Mutual Funds, Mutual Fund | $1,000,001 - $5,000,000 | Spouse | 2022 | May 15, 2023 | |
| Mutual Funds, Mutual Fund | $5,000,001 - $25,000,000 | Joint | 2022 | May 15, 2023 | |
|
VO-Vanguard Mid-Cap ETF
Disclosed Asset
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Self | 2022 | May 15, 2023 |
Vanguard Mid-Cap Index Fund ETF Shares
VO
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2022 | May 15, 2023 |
Vanguard Mid-Cap Index Fund ETF Shares
VO
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Joint | 2022 | May 15, 2023 |
|
VMMXX-Vanguard Money Market Reserves (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $250,001 - $500,000 | Joint | 2022 | May 15, 2023 |
|
VMFXX - Vanguard Federal Money Market Fund
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,000,001 - $5,000,000 | Spouse | 2022 | May 15, 2023 |
|
VHCAX-Vanguard Capital Opportunity Adm (NASDAQ)
Disclosed Asset
|
Trust, General Trust | $250,001 - $500,000 | Self | 2022 | May 15, 2023 |
|
VGIAX-Vanguard Growth & Income Adm (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $250,001 - $500,000 | Spouse | 2022 | May 15, 2023 |
|
VFIAX-Vanguard 500 Index Admiral (NASDAQ)
Disclosed Asset
|
Trust, General Trust | $500,001 - $1,000,000 | Self | 2022 | May 15, 2023 |
Vanguard FTSE All-World ex-US Index Fund ETF Shares
VEU
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2022 | May 15, 2023 |
Vanguard FTSE All-World ex-US Index Fund ETF Shares
VEU
|
Mutual Funds, Mutual Fund | $1,000,001 - $5,000,000 | Joint | 2022 | May 15, 2023 |
Vanguard Small-Cap Index Fund ETF Shares
VB
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2022 | May 15, 2023 |
Vanguard Small-Cap Index Fund ETF Shares
VB
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Joint | 2022 | May 15, 2023 |
|
UBS Pension Trust (9 items)
Disclosed Asset
|
Trust, General Trust | - | Spouse | 2022 | May 15, 2023 |
|
UBS PSP
Disclosed Asset
|
Trust, General Trust | - | Spouse | 2022 | May 15, 2023 |
|
UBS IRA (7 items)
Disclosed Asset
|
Retirement Plans, IRA | - | Spouse | 2022 | May 15, 2023 |
|
UBS Hyliion Account
Disclosed Asset
|
Brokerage/Managed Account | - | Spouse | 2022 | May 15, 2023 |
|
UBS (uninvested cash held by UBS)
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Spouse | 2022 | May 15, 2023 |
|
Truist Solid Choice Banking
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Spouse | 2022 | May 15, 2023 |
|
Truist Personal Savings Account
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Spouse | 2022 | May 15, 2023 |
|
Truist Business Money Market Performance (Firebird International LLC)
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Spouse | 2022 | May 15, 2023 |
|
Truist Business Checking (Firebird International LLC)
Disclosed Asset
|
Bank Deposit | $50,001 - $100,000 | Spouse | 2022 | May 15, 2023 |
|
Truist Advantage Money Market Account
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Joint | 2022 | May 15, 2023 |
T. Rowe Price Science and Technology Fund I Class
TSNIX
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2022 | May 15, 2023 |
|
TGBAX-Templeton Global Bond Adv (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2022 | May 15, 2023 |
|
TGBAX-Templeton Global Bond Adv (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2022 | May 15, 2023 |
T. Rowe Price Blue Chip Growth Fund I Class
TBCIX
|
Mutual Funds, Mutual Fund | $250,001 - $500,000 | Spouse | 2022 | May 15, 2023 |
| Mutual Funds, Exchange Traded Fund/Note | $50,001 - $100,000 | Self | 2022 | May 15, 2023 | |
BNY Mellon Sm/Md Cp Gr I
SDSCX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2022 | May 15, 2023 |
|
SCPB-SPDR Barclays Short Term Corp Bd ETF (NYSEArca)
Disclosed Asset
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Self | 2022 | May 15, 2023 |
|
Republic Bank and Trust
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Self | 2022 | May 15, 2023 |
|
Real Property with Carriage House Rental
Disclosed Asset
|
Real Estate, Residential | $1,000,001 - $5,000,000 | Joint | 2022 | May 15, 2023 |
|
RSPYX-RS Partners Y (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2022 | May 15, 2023 |
T. Rowe Price Mid-Cap Growth Fund I Class
RPTIX
|
Mutual Funds, Mutual Fund | $500,001 - $1,000,000 | Spouse | 2022 | May 15, 2023 |
T. Rowe Price International Stock I
PRIUX
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2022 | May 15, 2023 |
PGDPX - Principal Global Div Inc P (NASDAQ)
PGDPX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2022 | May 15, 2023 |
|
PEQPX-Principal Equity Income P (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2022 | May 15, 2023 |
Principal Equity Income Fund Institutional Class
PEIIX
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2022 | May 15, 2023 |
T. Rowe Price Small-Cap Stock Fund I Class
OTIIX
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2022 | May 15, 2023 |
|
Mitch IRA MLPA
Disclosed Asset
|
Retirement Plans, IRA | - | Self | 2022 | May 15, 2023 |
|
MNNAX - Victory Munder Multi-Cap A
Disclosed Asset
|
Trust, General Trust | $50,001 - $100,000 | Self | 2022 | May 15, 2023 |
|
Kroger Restricted Stock Units
Disclosed Asset
|
Other Securities | $100,001 - $250,000 | Spouse | 2022 | May 15, 2023 |
The Kroger Co
KR
|
Corporate Securities, Stock | $100,001 - $250,000 | Spouse | 2022 | May 15, 2023 |
|
JHIGX - JHancock International Growth R2
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2022 | May 15, 2023 |
|
JDVPX - JHancock Disciplined Value R2
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2022 | May 15, 2023 |
|
IWM-iShares Russell 2000
Disclosed Asset
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Self | 2022 | May 15, 2023 |
|
Hyliion Restricted Stock Units
Disclosed Asset
|
Other Securities | - | Spouse | 2022 | May 15, 2023 |
Hyliion Holdings Corp
HYLN
|
Corporate Securities, Stock | $1,001 - $15,000 | Spouse | 2022 | May 15, 2023 |
|
GFFFX-American Funds Growth Fund of Amer F2 (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2022 | May 15, 2023 |
|
GFFFX-American Funds Growth Fund of Amer F2 (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2022 | May 15, 2023 |
|
Fidelity Kroger Stock Account
Disclosed Asset
|
Brokerage/Managed Account | - | Spouse | 2022 | May 15, 2023 |
|
Fidelity Embark Account
Disclosed Asset
|
Brokerage/Managed Account | - | Spouse | 2022 | May 15, 2023 |
|
Fidelity Cash Account
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Spouse | 2022 | May 15, 2023 |
|
FEGIX-First Eagle Gold I (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2022 | May 15, 2023 |
|
FEGIX-First Eagle Gold I (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2022 | May 15, 2023 |
|
Embark Technology Restricted Stock Units
Disclosed Asset
|
Other Securities | - | Spouse | 2022 | May 15, 2023 |
|
Embark Technology Options
Disclosed Asset
|
Other Securities | - | Spouse | 2022 | May 15, 2023 |
|
Elaine L Chao Revocable Trust
Disclosed Asset
|
Trust, General Trust | - | Spouse | 2022 | May 15, 2023 |
Embark Technology Inc
EMBK
|
Corporate Securities, Stock | $1,001 - $15,000 | Spouse | 2022 | May 15, 2023 |
|
E-Trade ChargePoint Account
Disclosed Asset
|
Brokerage/Managed Account | - | Spouse | 2022 | May 15, 2023 |
|
DWS Capital Growth VIP (Variable Interest Portfolio) Fund
Disclosed Asset
|
Mutual Funds, Mutual Fund | $250,001 - $500,000 | Spouse | 2022 | May 15, 2023 |
|
DPFFX-Delaware Diversified Income Instl (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2022 | May 15, 2023 |
|
DPFFX-Delaware Diversified Income Instl (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2022 | May 15, 2023 |
|
ChargePoint Holdings RSUs
Disclosed Asset
|
Other Securities | - | Spouse | 2022 | May 15, 2023 |
Chargepoint Holdings Inc
CHPT
|
Corporate Securities, Stock | $50,001 - $100,000 | Spouse | 2022 | May 15, 2023 |
|
Bank of America
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Self | 2022 | May 15, 2023 |
|
(Heritage Foundation Retirement) WIIBX - Segall Bryant & Hamill Plus Bond Fund Institutional
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2022 | May 15, 2023 |
|
(Heritage Foundation Retirement) VGSLX-Vanguard REIT Index Adm
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2022 | May 15, 2023 |
|
(Heritage Foundation Retirement) SWGXX - Schwab Government Money Fund
Disclosed Asset
|
Mutual Funds, Mutual Fund | - | Spouse | 2022 | May 15, 2023 |
|
(Heritage Foundation Retirement) SLASX-Selected American Shares S
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2022 | May 15, 2023 |
|
(Heritage Foundation Retirement) RSEIX-Royce Special Equity Instl
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2022 | May 15, 2023 |
|
(Heritage Foundation Retirement) PRMSX-T. Rowe Price Emerging Markets Stock
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2022 | May 15, 2023 |
|
(Heritage Foundation Retirement) OAKMX-Oakmark I
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2022 | May 15, 2023 |
|
(Heritage Foundation Retirement) LSBDX-Loomis Sayles Bond Instl
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2022 | May 15, 2023 |
|
(Heritage Foundation Retirement) FAIRX-Fairholme
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2022 | May 15, 2023 |
|
(Heritage Foundation Retirement) BARAX-Baron Asset Retail
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2022 | May 15, 2023 |
|
(Heritage Foundation Retirement) ARTKX-Artisan International Value Investor
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2022 | May 15, 2023 |
|
(Heritage Foundation 403(b)) VTSAX - Vanguard Total Stock Market Index Fund Admiral Sha
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2022 | May 15, 2023 |
|
(Heritage Foundation 403(b)) VFIAX-Vanguard 500 Index Admiral
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2022 | May 15, 2023 |
|
(Heritage Foundation 403(b)) PREIX-T. Rowe Price Equity Index 500 (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2022 | May 15, 2023 |
| Corporate Securities, Stock | $1,000,001 - $5,000,000 | Spouse | 2022 | May 15, 2023 | |
|
(Heritage Foundation Retirement) BARAX-Baron Asset Retail
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2021 | May 16, 2022 |
|
(Heritage Foundation Retirement) ARTKX-Artisan International Value Investor
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2021 | May 16, 2022 |
|
(Heritage Foundation 403(b)) VTSAX - Vanguard Total Stock Market Index Fund Admiral Sha
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2021 | May 16, 2022 |
|
(Heritage Foundation 403(b)) VFIAX-Vanguard 500 Index Admiral
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2021 | May 16, 2022 |
|
(Heritage Foundation 403(b)) PREIX-T. Rowe Price Equity Index 500 (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $250,001 - $500,000 | Spouse | 2021 | May 16, 2022 |
|
SunTrust Advantage Money Market Account
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Joint | 2021 | May 15, 2023 |
|
Real Property with Carriage House Rental
Disclosed Asset
|
Real Estate, Residential | $1,000,001 - $5,000,000 | Joint | 2021 | May 15, 2023 |
|
GFFFX-American Funds Growth Fund of Amer F2 (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2021 | May 15, 2023 |
|
GFFFX-American Funds Growth Fund of Amer F2 (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2021 | May 15, 2023 |
|
SunTrust Solid Choice Banking
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Spouse | 2021 | May 15, 2023 |
|
Fidelity Kroger Stock Account
Disclosed Asset
|
Brokerage/Managed Account | - | Spouse | 2021 | May 15, 2023 |
|
RSPYX-RS Partners Y (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2021 | May 15, 2023 |
|
Suntrust Business Checking (Firebird International LLC)
Disclosed Asset
|
Bank Deposit | $50,001 - $100,000 | Spouse | 2021 | May 15, 2023 |
|
Fidelity
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Spouse | 2021 | May 15, 2023 |
|
RPMGX-T. Rowe Price Mid-Cap Growth (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $500,001 - $1,000,000 | Spouse | 2021 | May 15, 2023 |
|
PRSCX-T. Rowe Price Science & Tech (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2021 | May 15, 2023 |
|
FEGIX-First Eagle Gold I (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2021 | May 15, 2023 |
|
FEGIX-First Eagle Gold I (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2021 | May 15, 2023 |
|
Suntrust Business Money Market Performance (Firebird International LLC)
Disclosed Asset
|
Bank Deposit | $15,001 - $50,000 | Spouse | 2021 | May 15, 2023 |
|
PRITX-T. Rowe Price International Stock Fd (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2021 | May 15, 2023 |
|
Suntrust Personal Savings Account
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Spouse | 2021 | May 15, 2023 |
|
Elaine L Chao Revocable Trust
Disclosed Asset
|
Trust, General Trust | - | Spouse | 2021 | May 15, 2023 |
PGDPX - Principal Global Div Inc P (NASDAQ)
PGDPX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2021 | May 15, 2023 |
Embark Technology Inc
EMBK
|
Corporate Securities, Stock | $500,001 - $1,000,000 | Spouse | 2021 | May 15, 2023 |
|
TGBAX-Templeton Global Bond Adv (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2021 | May 15, 2023 |
|
PEQPX-Principal Equity Income P (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2021 | May 15, 2023 |
|
DWS Capital Growth VIP (Variable Interest Portfolio) Fund
Disclosed Asset
|
Mutual Funds, Mutual Fund | $250,001 - $500,000 | Spouse | 2021 | May 15, 2023 |
|
TGBAX-Templeton Global Bond Adv (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2021 | May 15, 2023 |
Principal Equity Income Fund Institutional Class
PEIIX
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2021 | May 15, 2023 |
BNY Mellon Sm/Md Cp Gr I
SDSCX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2021 | May 15, 2023 |
|
DPFFX-Delaware Diversified Income Instl (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2021 | May 15, 2023 |
|
DPFFX-Delaware Diversified Income Instl (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2021 | May 15, 2023 |
|
TRBCX-T. Rowe Price Blue Chip Growth (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $500,001 - $1,000,000 | Spouse | 2021 | May 15, 2023 |
|
OTCFX-T. Rowe Price Small-Cap Stock (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2021 | May 15, 2023 |
|
UBS (uninvested cash held by UBS)
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Spouse | 2021 | May 15, 2023 |
|
Bank of America
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Self | 2021 | May 15, 2023 |
Vanguard Total International Bond Index Fund ETF Shares
BNDX
|
Mutual Funds, Mutual Fund | $500,001 - $1,000,000 | Spouse | 2021 | May 15, 2023 |
| Mutual Funds, Mutual Fund | $1,000,001 - $5,000,000 | Spouse | 2021 | May 15, 2023 | |
|
A. Mitchell McConnell, Jr. Revocable Trust
Disclosed Asset
|
Trust, General Trust | - | Self | 2021 | May 15, 2023 |
|
Mitch IRA MLPA
Disclosed Asset
|
Retirement Plans, IRA | - | Self | 2021 | May 15, 2023 |
|
(Heritage Foundation Retirement) WIIBX - Segall Bryant & Hamill Plus Bond Fund Institutional
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2021 | May 15, 2023 |
|
Merrill Lynch
Disclosed Asset
|
Bank Deposit | $15,001 - $50,000 | Self | 2021 | May 15, 2023 |
|
(Heritage Foundation Retirement) VGSLX-Vanguard REIT Index Adm
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2021 | May 15, 2023 |
|
UBS (uninvested cash held by UBS)
Disclosed Asset
|
Bank Deposit | - | Spouse | 2021 | May 15, 2023 |
|
(Heritage Foundation Retirement) SWGXX - Schwab Government Money Fund
Disclosed Asset
|
Mutual Funds, Mutual Fund | - | Spouse | 2021 | May 15, 2023 |
|
MNNAX - Victory Munder Multi-Cap A
Disclosed Asset
|
Trust, General Trust | $50,001 - $100,000 | Self | 2021 | May 15, 2023 |
|
(Heritage Foundation Retirement) SLASX-Selected American Shares S
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2021 | May 15, 2023 |
Vanguard Short-Term Investment-Grade Fund Admiral Shares
VFSUX
|
Mutual Funds, Mutual Fund | $500,001 - $1,000,000 | Spouse | 2021 | May 15, 2023 |
|
VGIAX-Vanguard Growth & Income Adm (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $500,001 - $1,000,000 | Spouse | 2021 | May 15, 2023 |
|
VHCAX-Vanguard Capital Opportunity Adm (NASDAQ)
Disclosed Asset
|
Trust, General Trust | $500,001 - $1,000,000 | Self | 2021 | May 15, 2023 |
Vanguard Limited-Term Tax-Exempt Fund Admiral Shares
VMLUX
|
Mutual Funds, Mutual Fund | $250,001 - $500,000 | Joint | 2021 | May 15, 2023 |
Vanguard Limited-Term Tax-Exempt Fund Admiral Shares
VMLUX
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2021 | May 15, 2023 |
|
VMMXX-Vanguard Money Market Reserves (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Joint | 2021 | May 15, 2023 |
|
VO-Vanguard Mid-Cap ETF
Disclosed Asset
|
Mutual Funds, Exchange Traded Fund/Note | $50,001 - $100,000 | Self | 2021 | May 15, 2023 |
| Mutual Funds, Mutual Fund | $5,000,001 - $25,000,000 | Joint | 2021 | May 15, 2023 | |
| Mutual Funds, Mutual Fund | $1,000,001 - $5,000,000 | Spouse | 2021 | May 15, 2023 | |
|
VSIAX-Vanguard Small Cap Value Index Admiral (NASDAQ)
Disclosed Asset
|
Trust, General Trust | $500,001 - $1,000,000 | Self | 2021 | May 15, 2023 |
Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares
VWIUX
|
Mutual Funds, Mutual Fund | $500,001 - $1,000,000 | Joint | 2021 | May 15, 2023 |
Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares
VWIUX
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2021 | May 15, 2023 |
Vanguard Long-Term Tax-Exempt Fund Admiral Shares
VWLUX
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Joint | 2021 | May 15, 2023 |
Vanguard Long-Term Tax-Exempt Fund Admiral Shares
VWLUX
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2021 | May 15, 2023 |
Vanguard Extended Market Index Fund ETF Shares
VXF
|
Mutual Funds, Mutual Fund | $250,001 - $500,000 | Joint | 2021 | May 15, 2023 |
Vanguard Total International Stock Index Fund ETF Shares
VXUS
|
Mutual Funds, Mutual Fund | $1,000,001 - $5,000,000 | Joint | 2021 | May 15, 2023 |
Vanguard Total International Stock Index Fund ETF Shares
VXUS
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2021 | May 15, 2023 |
|
Vanguard 529 College Savings Plan
Disclosed Asset
|
Education Savings Plans, 529 College Savings Plan | - | Self | 2021 | May 15, 2023 |
|
Vanguard 529 College Savings Plan
Disclosed Asset
|
Education Savings Plans, 529 College Savings Plan | - | Self | 2021 | May 15, 2023 |
|
Vanguard Federal Money Market Fund
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2021 | May 15, 2023 |
|
Vanguard IRA Account
Disclosed Asset
|
Retirement Plans, IRA | - | Spouse | 2021 | May 15, 2023 |
|
Vanguard Target Enrollment 2032/2033 Portfolio
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Self | 2021 | May 15, 2023 |
|
Vanguard Target Enrollment 2032/2033 Portfolio
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Self | 2021 | May 15, 2023 |
|
WGIFX-American Funds Capital World Gr&Inc F2 (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2021 | May 15, 2023 |
|
WGIFX-American Funds Capital World Gr&Inc F2 (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2021 | May 15, 2023 |
|
JHIGX - JHancock International Growth R2
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2021 | May 16, 2022 |
The Kroger Co
KR
|
Corporate Securities, Stock | $100,001 - $250,000 | Spouse | 2021 | May 16, 2022 |
|
MNNAX - Victory Munder Multi-Cap A
Disclosed Asset
|
Trust, General Trust | $50,001 - $100,000 | Self | 2021 | May 16, 2022 |
|
Merrill Lynch
Disclosed Asset
|
Bank Deposit | $15,001 - $50,000 | Self | 2021 | May 16, 2022 |
|
Mitch IRA MLPA
Disclosed Asset
|
Retirement Plans, IRA | - | Self | 2021 | May 16, 2022 |
|
OTCFX-T. Rowe Price Small-Cap Stock (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2021 | May 16, 2022 |
Principal Equity Income Fund Institutional Class
PEIIX
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2021 | May 16, 2022 |
|
PEQPX-Principal Equity Income P (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2021 | May 16, 2022 |
|
UBS IRA (7 items)
Disclosed Asset
|
Retirement Plans, IRA | - | Spouse | 2021 | May 15, 2023 |
|
(Heritage Foundation Retirement) RSEIX-Royce Special Equity Instl
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2021 | May 15, 2023 |
|
UBS PSP
Disclosed Asset
|
Trust, General Trust | - | Spouse | 2021 | May 15, 2023 |
|
(Heritage Foundation Retirement) PRMSX-T. Rowe Price Emerging Markets Stock
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2021 | May 15, 2023 |
The Kroger Co
KR
|
Corporate Securities, Stock | $100,001 - $250,000 | Spouse | 2021 | May 15, 2023 |
|
(Heritage Foundation Retirement) OAKMX-Oakmark I
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2021 | May 15, 2023 |
|
UBS Pension Trust (9 items)
Disclosed Asset
|
Trust, General Trust | - | Spouse | 2021 | May 15, 2023 |
|
(Heritage Foundation Retirement) LSBDX-Loomis Sayles Bond Instl
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2021 | May 15, 2023 |
|
JHIGX - JHancock International Growth R2
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2021 | May 15, 2023 |
|
(Heritage Foundation Retirement) FAIRX-Fairholme
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2021 | May 15, 2023 |
| Mutual Funds, Exchange Traded Fund/Note | $50,001 - $100,000 | Self | 2021 | May 15, 2023 | |
|
(Heritage Foundation Retirement) BARAX-Baron Asset Retail
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2021 | May 15, 2023 |
|
JDVPX - JHancock Disciplined Value R2
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2021 | May 15, 2023 |
|
(Heritage Foundation Retirement) ARTKX-Artisan International Value Investor
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2021 | May 15, 2023 |
|
SCPB-SPDR Barclays Short Term Corp Bd ETF (NYSEArca)
Disclosed Asset
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Self | 2021 | May 15, 2023 |
|
(Heritage Foundation 403(b)) VTSAX - Vanguard Total Stock Market Index Fund Admiral Sha
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2021 | May 15, 2023 |
|
IWM-iShares Russell 2000
Disclosed Asset
|
Mutual Funds, Exchange Traded Fund/Note | $50,001 - $100,000 | Self | 2021 | May 15, 2023 |
|
(Heritage Foundation 403(b)) VFIAX-Vanguard 500 Index Admiral
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2021 | May 15, 2023 |
|
Scottrade
Disclosed Asset
|
Bank Deposit | - | Spouse | 2021 | May 15, 2023 |
|
(Heritage Foundation 403(b)) PREIX-T. Rowe Price Equity Index 500 (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $250,001 - $500,000 | Spouse | 2021 | May 15, 2023 |
|
WGIFX-American Funds Capital World Gr&Inc F2 (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2021 | May 16, 2022 |
|
WGIFX-American Funds Capital World Gr&Inc F2 (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2021 | May 16, 2022 |
|
Vanguard Target Enrollment 2032/2033 Portfolio
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Self | 2021 | May 16, 2022 |
|
Vanguard Target Enrollment 2032/2033 Portfolio
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Self | 2021 | May 16, 2022 |
|
Vanguard IRA Account
Disclosed Asset
|
Retirement Plans, IRA | - | Spouse | 2021 | May 16, 2022 |
|
Vanguard Federal Money Market Fund
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2021 | May 16, 2022 |
|
Vanguard 529 College Savings Plan
Disclosed Asset
|
Education Savings Plans, 529 College Savings Plan | - | Self | 2021 | May 16, 2022 |
|
Vanguard 529 College Savings Plan
Disclosed Asset
|
Education Savings Plans, 529 College Savings Plan | - | Self | 2021 | May 16, 2022 |
Vanguard Total International Stock Index Fund ETF Shares
VXUS
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2021 | May 16, 2022 |
Vanguard Total International Stock Index Fund ETF Shares
VXUS
|
Mutual Funds, Mutual Fund | $1,000,001 - $5,000,000 | Joint | 2021 | May 16, 2022 |
Vanguard Extended Market Index Fund ETF Shares
VXF
|
Mutual Funds, Mutual Fund | $250,001 - $500,000 | Joint | 2021 | May 16, 2022 |
Vanguard Long-Term Tax-Exempt Fund Admiral Shares
VWLUX
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2021 | May 16, 2022 |
Vanguard Long-Term Tax-Exempt Fund Admiral Shares
VWLUX
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Joint | 2021 | May 16, 2022 |
Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares
VWIUX
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2021 | May 16, 2022 |
Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares
VWIUX
|
Mutual Funds, Mutual Fund | $500,001 - $1,000,000 | Joint | 2021 | May 16, 2022 |
|
VSIAX-Vanguard Small Cap Value Index Admiral (NASDAQ)
Disclosed Asset
|
Trust, General Trust | $500,001 - $1,000,000 | Self | 2021 | May 16, 2022 |
| Mutual Funds, Mutual Fund | $1,000,001 - $5,000,000 | Spouse | 2021 | May 16, 2022 | |
| Mutual Funds, Mutual Fund | $5,000,001 - $25,000,000 | Joint | 2021 | May 16, 2022 | |
|
VO-Vanguard Mid-Cap ETF
Disclosed Asset
|
Mutual Funds, Exchange Traded Fund/Note | $50,001 - $100,000 | Self | 2021 | May 16, 2022 |
|
VMMXX-Vanguard Money Market Reserves (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Joint | 2021 | May 16, 2022 |
Vanguard Limited-Term Tax-Exempt Fund Admiral Shares
VMLUX
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2021 | May 16, 2022 |
Vanguard Limited-Term Tax-Exempt Fund Admiral Shares
VMLUX
|
Mutual Funds, Mutual Fund | $250,001 - $500,000 | Joint | 2021 | May 16, 2022 |
|
VHCAX-Vanguard Capital Opportunity Adm (NASDAQ)
Disclosed Asset
|
Trust, General Trust | $500,001 - $1,000,000 | Self | 2021 | May 16, 2022 |
|
VGIAX-Vanguard Growth & Income Adm (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $500,001 - $1,000,000 | Spouse | 2021 | May 16, 2022 |
Vanguard Short-Term Investment-Grade Fund Admiral Shares
VFSUX
|
Mutual Funds, Mutual Fund | $500,001 - $1,000,000 | Spouse | 2021 | May 16, 2022 |
Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares
VFIDX
|
Mutual Funds, Mutual Fund | $500,001 - $1,000,000 | Spouse | 2021 | May 16, 2022 |
|
VFIAX-Vanguard 500 Index Admiral (NASDAQ)
Disclosed Asset
|
Trust, General Trust | $500,001 - $1,000,000 | Self | 2021 | May 16, 2022 |
Vanguard Short-Term Corporate Bond Index Fund ETF Shares
VCSH
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Self | 2021 | May 16, 2022 |
|
UBS Pension Trust (9 items)
Disclosed Asset
|
Trust, General Trust | - | Spouse | 2021 | May 16, 2022 |
|
UBS PSP
Disclosed Asset
|
Trust, General Trust | - | Spouse | 2021 | May 16, 2022 |
|
UBS IRA (7 items)
Disclosed Asset
|
Retirement Plans, IRA | - | Spouse | 2021 | May 16, 2022 |
|
UBS (uninvested cash held by UBS)
Disclosed Asset
|
Bank Deposit | - | Spouse | 2021 | May 16, 2022 |
|
UBS (uninvested cash held by UBS)
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Spouse | 2021 | May 16, 2022 |
|
TRBCX-T. Rowe Price Blue Chip Growth (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $500,001 - $1,000,000 | Spouse | 2021 | May 16, 2022 |
|
TGBAX-Templeton Global Bond Adv (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2021 | May 16, 2022 |
|
TGBAX-Templeton Global Bond Adv (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2021 | May 16, 2022 |
|
Suntrust Personal Savings Account
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Spouse | 2021 | May 16, 2022 |
|
Suntrust Business Money Market Performance (Firebird International LLC)
Disclosed Asset
|
Bank Deposit | $15,001 - $50,000 | Spouse | 2021 | May 16, 2022 |
|
Suntrust Business Checking (Firebird International LLC)
Disclosed Asset
|
Bank Deposit | $50,001 - $100,000 | Spouse | 2021 | May 16, 2022 |
|
SunTrust Solid Choice Banking
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Spouse | 2021 | May 16, 2022 |
|
SunTrust Advantage Money Market Account
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Joint | 2021 | May 16, 2022 |
|
Scottrade
Disclosed Asset
|
Bank Deposit | - | Spouse | 2021 | May 16, 2022 |
| Mutual Funds, Exchange Traded Fund/Note | $50,001 - $100,000 | Self | 2021 | May 16, 2022 | |
BNY Mellon Sm/Md Cp Gr I
SDSCX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2021 | May 16, 2022 |
|
SCPB-SPDR Barclays Short Term Corp Bd ETF (NYSEArca)
Disclosed Asset
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Self | 2021 | May 16, 2022 |
|
Republic Bank and Trust
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Self | 2021 | May 16, 2022 |
|
Real Property with Carriage House Rental
Disclosed Asset
|
Real Estate, Residential | $1,000,001 - $5,000,000 | Joint | 2021 | May 16, 2022 |
|
RSPYX-RS Partners Y (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2021 | May 16, 2022 |
|
RPMGX-T. Rowe Price Mid-Cap Growth (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $500,001 - $1,000,000 | Spouse | 2021 | May 16, 2022 |
|
PRSCX-T. Rowe Price Science & Tech (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2021 | May 16, 2022 |
|
PRITX-T. Rowe Price International Stock Fd (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2021 | May 16, 2022 |
PGDPX - Principal Global Div Inc P (NASDAQ)
PGDPX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2021 | May 16, 2022 |
Vanguard Short-Term Corporate Bond Index Fund ETF Shares
VCSH
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Self | 2021 | May 15, 2023 |
|
VFIAX-Vanguard 500 Index Admiral (NASDAQ)
Disclosed Asset
|
Trust, General Trust | $500,001 - $1,000,000 | Self | 2021 | May 15, 2023 |
| Corporate Securities, Stock | $1,000,001 - $5,000,000 | Spouse | 2021 | May 16, 2022 | |
|
HYLN - Hyliion Holdings Corp. Restricted Stock Units (a)
Disclosed Asset
|
Other Securities | - | Spouse | 2021 | May 15, 2023 |
Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares
VFIDX
|
Mutual Funds, Mutual Fund | $500,001 - $1,000,000 | Spouse | 2021 | May 15, 2023 |
| Corporate Securities, Stock | $1,000,001 - $5,000,000 | Spouse | 2021 | May 15, 2023 | |
|
Republic Bank and Trust
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Self | 2021 | May 15, 2023 |
|
JDVPX - JHancock Disciplined Value R2
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2021 | May 16, 2022 |
|
IWM-iShares Russell 2000
Disclosed Asset
|
Mutual Funds, Exchange Traded Fund/Note | $50,001 - $100,000 | Self | 2021 | May 16, 2022 |
|
HYLN - Hyliion Holdings Corp. Restricted Stock Units (a)
Disclosed Asset
|
Other Securities | - | Spouse | 2021 | May 16, 2022 |
|
GFFFX-American Funds Growth Fund of Amer F2 (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2021 | May 16, 2022 |
|
GFFFX-American Funds Growth Fund of Amer F2 (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2021 | May 16, 2022 |
|
Fidelity Kroger Stock Account
Disclosed Asset
|
Brokerage/Managed Account | - | Spouse | 2021 | May 16, 2022 |
|
Fidelity
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Spouse | 2021 | May 16, 2022 |
|
FEGIX-First Eagle Gold I (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2021 | May 16, 2022 |
|
FEGIX-First Eagle Gold I (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2021 | May 16, 2022 |
|
Elaine L Chao Revocable Trust
Disclosed Asset
|
Trust, General Trust | - | Spouse | 2021 | May 16, 2022 |
Embark Technology Inc
EMBK
|
Corporate Securities, Stock | $500,001 - $1,000,000 | Spouse | 2021 | May 16, 2022 |
|
DWS Capital Growth VIP (Variable Interest Portfolio) Fund
Disclosed Asset
|
Mutual Funds, Mutual Fund | $250,001 - $500,000 | Spouse | 2021 | May 16, 2022 |
|
DPFFX-Delaware Diversified Income Instl (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2021 | May 16, 2022 |
|
DPFFX-Delaware Diversified Income Instl (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2021 | May 16, 2022 |
|
Bank of America
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Self | 2021 | May 16, 2022 |
Vanguard Total International Bond Index Fund ETF Shares
BNDX
|
Mutual Funds, Mutual Fund | $500,001 - $1,000,000 | Spouse | 2021 | May 16, 2022 |
| Mutual Funds, Mutual Fund | $1,000,001 - $5,000,000 | Spouse | 2021 | May 16, 2022 | |
|
A. Mitchell McConnell, Jr. Revocable Trust
Disclosed Asset
|
Trust, General Trust | - | Self | 2021 | May 16, 2022 |
|
(Heritage Foundation Retirement) WIIBX - Segall Bryant & Hamill Plus Bond Fund Institutional
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2021 | May 16, 2022 |
|
(Heritage Foundation Retirement) VGSLX-Vanguard REIT Index Adm
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2021 | May 16, 2022 |
|
(Heritage Foundation Retirement) SWGXX - Schwab Government Money Fund
Disclosed Asset
|
Mutual Funds, Mutual Fund | - | Spouse | 2021 | May 16, 2022 |
|
(Heritage Foundation Retirement) SLASX-Selected American Shares S
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2021 | May 16, 2022 |
|
(Heritage Foundation Retirement) RSEIX-Royce Special Equity Instl
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2021 | May 16, 2022 |
|
(Heritage Foundation Retirement) PRMSX-T. Rowe Price Emerging Markets Stock
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2021 | May 16, 2022 |
|
(Heritage Foundation Retirement) OAKMX-Oakmark I
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2021 | May 16, 2022 |
|
(Heritage Foundation Retirement) LSBDX-Loomis Sayles Bond Instl
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2021 | May 16, 2022 |
|
(Heritage Foundation Retirement) FAIRX-Fairholme
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2021 | May 16, 2022 |
|
TRBCX-T. Rowe Price Blue Chip Growth (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $250,001 - $500,000 | Spouse | 2020 | May 17, 2021 |
|
(Heritage Foundation 403(b)) PREIX-T. Rowe Price Equity Index 500 (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2020 | May 17, 2021 |
|
(Heritage Foundation 403(b)) SWGXX - Schwab Government Money Fund -
Disclosed Asset
|
Mutual Funds, Mutual Fund | - | Spouse | 2020 | May 17, 2021 |
|
(Heritage Foundation 403(b)) VFIAX-Vanguard 500 Index Admiral
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2020 | May 17, 2021 |
|
(Heritage Foundation 403(b)) VTSAX - Vanguard Total Stock Market Index Fund Admiral Sha
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2020 | May 17, 2021 |
|
(Heritage Foundation Retirement) ARTKX-Artisan International Value Investor
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2020 | May 17, 2021 |
|
(Heritage Foundation Retirement) BARAX-Baron Asset Retail
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2020 | May 17, 2021 |
|
(Heritage Foundation Retirement) FAIRX-Fairholme
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2020 | May 17, 2021 |
|
(Heritage Foundation Retirement) LSBDX-Loomis Sayles Bond Instl
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2020 | May 17, 2021 |
|
(Heritage Foundation Retirement) OAKMX-Oakmark I
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2020 | May 17, 2021 |
|
(Heritage Foundation Retirement) PRMSX-T. Rowe Price Emerging Markets Stock
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2020 | May 17, 2021 |
|
(Heritage Foundation Retirement) RSEIX-Royce Special Equity Instl
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2020 | May 17, 2021 |
|
(Heritage Foundation Retirement) SLASX-Selected American Shares S
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2020 | May 17, 2021 |
|
(Heritage Foundation Retirement) SWGXX - Schwab Government Money Fund
Disclosed Asset
|
Mutual Funds, Mutual Fund | - | Spouse | 2020 | May 17, 2021 |
|
(Heritage Foundation Retirement) VGSLX-Vanguard REIT Index Adm
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2020 | May 17, 2021 |
|
(Heritage Foundation Retirement) WIIBX - Segall Bryant & Hamill Plus Bond Fund Institutional
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2020 | May 17, 2021 |
|
(IRA) VFIAX - Vanguard 500 Index Fund Admiral Shares
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,000,001 - $5,000,000 | Spouse | 2020 | May 17, 2021 |
|
(IRA) VUSXX - Vanguard Treasury Money Market
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,000,001 - $5,000,000 | Spouse | 2020 | May 17, 2021 |
|
(Retirement) Deutsch VSI Capital Growth - Mutual of America
Disclosed Asset
|
Mutual Funds, Mutual Fund | $250,001 - $500,000 | Spouse | 2020 | May 17, 2021 |
|
A. Mitchell McConnell, Jr. Revocable Trust
Disclosed Asset
|
Trust, General Trust | - | Self | 2020 | May 17, 2021 |
|
AMCP Security Holdings, LP, capital account
Disclosed Asset
|
Other Securities | - | Spouse | 2020 | May 17, 2021 |
|
Bank of America
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Self | 2020 | May 17, 2021 |
|
DPFFX-Delaware Diversified Income Instl (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2020 | May 17, 2021 |
|
DPFFX-Delaware Diversified Income Instl (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2020 | May 17, 2021 |
|
Elaine L Chao Revocable Trust
Disclosed Asset
|
Trust, General Trust | - | Spouse | 2020 | May 17, 2021 |
|
FEGIX-First Eagle Gold I (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2020 | May 17, 2021 |
|
FEGIX-First Eagle Gold I (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2020 | May 17, 2021 |
|
GFFFX-American Funds Growth Fund of Amer F2 (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2020 | May 17, 2021 |
|
GFFFX-American Funds Growth Fund of Amer F2 (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2020 | May 17, 2021 |
|
IWM-iShares Russell 2000
Disclosed Asset
|
Mutual Funds, Exchange Traded Fund/Note | $50,001 - $100,000 | Self | 2020 | May 17, 2021 |
|
JDVPX - JHancock Disciplined Value R2
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2020 | May 17, 2021 |
|
JHIGX - JHancock International Growth R2
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2020 | May 17, 2021 |
|
MNNAX - Victory Munder Multi-Cap A
Disclosed Asset
|
Trust, General Trust | $50,001 - $100,000 | Self | 2020 | May 17, 2021 |
|
Merrill Lynch
Disclosed Asset
|
Bank Deposit | $15,001 - $50,000 | Self | 2020 | May 17, 2021 |
|
Mitch IRA MLPA
Disclosed Asset
|
Retirement Plans, IRA | - | Self | 2020 | May 17, 2021 |
|
OTCFX-T. Rowe Price Small-Cap Stock (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2020 | May 17, 2021 |
|
PEQPX-Principal Equity Income P (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2020 | May 17, 2021 |
| Corporate Securities, Stock | $500,001 - $1,000,000 | Spouse | 2020 | May 17, 2021 | |
|
PEQPX-Principal Equity Income P (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2020 | May 17, 2021 |
|
Wells Fargo & Company/phantom stock (Director Deferred Compensation)
Disclosed Asset
|
Deferred Compensation | $15,001 - $50,000 | Spouse | 2020 | May 17, 2021 |
|
WGIFX-American Funds Capital World Gr&Inc F2 (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2020 | May 17, 2021 |
|
WGIFX-American Funds Capital World Gr&Inc F2 (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2020 | May 17, 2021 |
|
Vanguard Target Enrollment 2032/2033 Portfolio
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Self | 2020 | May 17, 2021 |
|
Vanguard Target Enrollment 2032/2033 Portfolio
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Self | 2020 | May 17, 2021 |
|
Vanguard IRA Account
Disclosed Asset
|
Retirement Plans, IRA | - | Spouse | 2020 | May 17, 2021 |
|
Vanguard 529 College Savings Plan
Disclosed Asset
|
Education Savings Plans, 529 College Savings Plan | - | Self | 2020 | May 17, 2021 |
|
Vanguard 529 College Savings Plan
Disclosed Asset
|
Education Savings Plans, 529 College Savings Plan | - | Self | 2020 | May 17, 2021 |
|
VSIAX-Vanguard Small Cap Value Index Admiral (NASDAQ)
Disclosed Asset
|
Trust, General Trust | $500,001 - $1,000,000 | Self | 2020 | May 17, 2021 |
|
VO-Vanguard Mid-Cap ETF
Disclosed Asset
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Self | 2020 | May 17, 2021 |
|
VMSXX - Vanguard Municipal Money Market Fund
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2020 | May 17, 2021 |
|
VMSXX - Vanguard Municipal Money Market Fund
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,000,001 - $5,000,000 | Joint | 2020 | May 17, 2021 |
|
VMMXX-Vanguard Money Market Reserves (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | - | Joint | 2020 | May 17, 2021 |
|
VHCAX-Vanguard Capital Opportunity Adm (NASDAQ)
Disclosed Asset
|
Trust, General Trust | $250,001 - $500,000 | Self | 2020 | May 17, 2021 |
|
VGIAX-Vanguard Growth & Income Adm (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $250,001 - $500,000 | Spouse | 2020 | May 17, 2021 |
|
VFIAX-Vanguard 500 Index Admiral (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,000,001 - $5,000,000 | Spouse | 2020 | May 17, 2021 |
|
VFIAX-Vanguard 500 Index Admiral (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $5,000,001 - $25,000,000 | Joint | 2020 | May 17, 2021 |
|
VFIAX-Vanguard 500 Index Admiral (NASDAQ)
Disclosed Asset
|
Trust, General Trust | $500,001 - $1,000,000 | Self | 2020 | May 17, 2021 |
Vanguard Short-Term Corporate Bond Index Fund ETF Shares
VCSH
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Self | 2020 | May 17, 2021 |
|
UBS Pension Trust (9 items)
Disclosed Asset
|
Trust, General Trust | - | Spouse | 2020 | May 17, 2021 |
|
UBS PSP
Disclosed Asset
|
Trust, General Trust | - | Spouse | 2020 | May 17, 2021 |
|
UBS IRA (7 items)
Disclosed Asset
|
Retirement Plans, IRA | - | Spouse | 2020 | May 17, 2021 |
|
UBS (uninvested cash held by UBS)
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Spouse | 2020 | May 17, 2021 |
|
UBS (uninvested cash held by UBS)
Disclosed Asset
|
Bank Deposit | - | Spouse | 2020 | May 17, 2021 |
|
TGBAX-Templeton Global Bond Adv (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2020 | May 17, 2021 |
|
TGBAX-Templeton Global Bond Adv (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2020 | May 17, 2021 |
|
Suntrust Personal Savings Account
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Spouse | 2020 | May 17, 2021 |
|
Suntrust Business Money Market Performance (Firebird International LLC)
Disclosed Asset
|
Bank Deposit | $15,001 - $50,000 | Spouse | 2020 | May 17, 2021 |
|
Suntrust Business Checking (Firebird International LLC)
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Spouse | 2020 | May 17, 2021 |
|
SunTrust Solid Choice Banking
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Spouse | 2020 | May 17, 2021 |
|
SunTrust Advantage Money Market Account
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Joint | 2020 | May 17, 2021 |
|
Scottrade
Disclosed Asset
|
Bank Deposit | - | Spouse | 2020 | May 17, 2021 |
| Mutual Funds, Exchange Traded Fund/Note | $50,001 - $100,000 | Self | 2020 | May 17, 2021 | |
BNY Mellon Sm/Md Cp Gr I
SDSCX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2020 | May 17, 2021 |
|
SCPB-SPDR Barclays Short Term Corp Bd ETF (NYSEArca)
Disclosed Asset
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Self | 2020 | May 17, 2021 |
|
Republic Bank and Trust
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Self | 2020 | May 17, 2021 |
|
Real Property with Carriage House Rental
Disclosed Asset
|
Real Estate, Residential | $1,000,001 - $5,000,000 | Joint | 2020 | May 17, 2021 |
|
RSPYX-RS Partners Y (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2020 | May 17, 2021 |
|
RPMGX-T. Rowe Price Mid-Cap Growth (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $500,001 - $1,000,000 | Spouse | 2020 | May 17, 2021 |
|
PRSCX-T. Rowe Price Science & Tech (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2020 | May 17, 2021 |
|
PRITX-T. Rowe Price International Stock Fd (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2020 | May 17, 2021 |
PGDPX - Principal Global Div Inc P (NASDAQ)
PGDPX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2020 | May 17, 2021 |
|
(Heritage Foundation Retirement) RSEIX-Royce Special Equity Instl
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2019 | Aug 13, 2020 |
|
IWM-iShares Russell 2000
Disclosed Asset
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Self | 2019 | Aug 13, 2020 |
|
JDVPX - JHancock Disciplined Value R2
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2019 | Aug 13, 2020 |
|
(Heritage Foundation Retirement) SLASX-Selected American Shares S
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2019 | Aug 13, 2020 |
|
(Heritage Foundation Retirement) SWGXX - Schwab Government Money Fund
Disclosed Asset
|
Mutual Funds, Mutual Fund | - | Spouse | 2019 | Aug 13, 2020 |
|
JHIGX - JHancock International Growth R2
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2019 | Aug 13, 2020 |
|
(Heritage Foundation Retirement) VGSLX-Vanguard REIT Index Adm
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2019 | Aug 13, 2020 |
|
MNNAX - Victory Munder Multi-Cap A
Disclosed Asset
|
Trust, General Trust | $50,001 - $100,000 | Self | 2019 | Aug 13, 2020 |
|
(Heritage Foundation Retirement) WIIBX - Segall Bryant & Hamill Plus Bond Fund Institutional
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2019 | Aug 13, 2020 |
|
Merrill Lynch
Disclosed Asset
|
Bank Deposit | $15,001 - $50,000 | Self | 2019 | Aug 13, 2020 |
|
Mitch IRA MLPA
Disclosed Asset
|
Retirement Plans, IRA | - | Self | 2019 | Aug 13, 2020 |
|
(IRA) VFIAX - Vanguard 500 Index Fund Admiral Shares
Disclosed Asset
|
Mutual Funds, Mutual Fund | $250,001 - $500,000 | Spouse | 2019 | Aug 13, 2020 |
|
(IRA) VUSXX - Vanguard Treasury Money Market
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,000,001 - $5,000,000 | Spouse | 2019 | Aug 13, 2020 |
|
(Retirement) Deutsch VSI Capital Growth - Mutual of America
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2019 | Aug 13, 2020 |
|
A. Mitchell McConnell, Jr. Revocable Trust
Disclosed Asset
|
Trust, General Trust | - | Self | 2019 | Aug 13, 2020 |
|
AMCP Security Holdings, LP, capital account
Disclosed Asset
|
Other Securities | $1,001 - $15,000 | Spouse | 2019 | Aug 13, 2020 |
|
Bank of America
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Self | 2019 | Aug 13, 2020 |
|
DPFFX-Delaware Diversified Income Instl (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2019 | Aug 13, 2020 |
|
DPFFX-Delaware Diversified Income Instl (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2019 | Aug 13, 2020 |
|
Elaine L Chao Revocable Trust
Disclosed Asset
|
Trust, General Trust | - | Spouse | 2019 | Aug 13, 2020 |
|
OTCFX-T. Rowe Price Small-Cap Stock (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2019 | Aug 13, 2020 |
|
FEGIX-First Eagle Gold I (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2019 | Aug 13, 2020 |
|
PEQPX-Principal Equity Income P (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2019 | Aug 13, 2020 |
|
PEQPX-Principal Equity Income P (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2019 | Aug 13, 2020 |
|
FEGIX-First Eagle Gold I (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2019 | Aug 13, 2020 |
|
(Heritage Foundation 403(b)) PREIX-T. Rowe Price Equity Index 500 (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2019 | Aug 13, 2020 |
PGDPX - Principal Global Div Inc P (NASDAQ)
PGDPX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2019 | Aug 13, 2020 |
|
(Heritage Foundation 403(b)) SWGXX - Schwab Government Money Fund -
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2019 | Aug 13, 2020 |
|
PRITX-T. Rowe Price International Stock Fd (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2019 | Aug 13, 2020 |
|
PRSCX-T. Rowe Price Science & Tech (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2019 | Aug 13, 2020 |
|
RPMGX-T. Rowe Price Mid-Cap Growth (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $500,001 - $1,000,000 | Spouse | 2019 | Aug 13, 2020 |
|
(Heritage Foundation 403(b)) VFIAX-Vanguard 500 Index Admiral
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2019 | Aug 13, 2020 |
|
(Heritage Foundation Retirement) ARTKX-Artisan International Value Investor
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2019 | Aug 13, 2020 |
|
(Heritage Foundation Retirement) BARAX-Baron Asset Retail
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2019 | Aug 13, 2020 |
|
RSPYX-RS Partners Y (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2019 | Aug 13, 2020 |
|
Real Property with Carriage House Rental
Disclosed Asset
|
Real Estate, Residential | $1,000,001 - $5,000,000 | Joint | 2019 | Aug 13, 2020 |
|
(Heritage Foundation Retirement) FAIRX-Fairholme
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2019 | Aug 13, 2020 |
|
Republic Bank and Trust
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Self | 2019 | Aug 13, 2020 |
|
(Heritage Foundation Retirement) LSBDX-Loomis Sayles Bond Instl
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2019 | Aug 13, 2020 |
|
(Heritage Foundation Retirement) OAKMX-Oakmark I
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2019 | Aug 13, 2020 |
|
GFFFX-American Funds Growth Fund of Amer F2 (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2019 | Aug 13, 2020 |
|
SCPB-SPDR Barclays Short Term Corp Bd ETF (NYSEArca)
Disclosed Asset
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Self | 2019 | Aug 13, 2020 |
|
GFFFX-American Funds Growth Fund of Amer F2 (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2019 | Aug 13, 2020 |
BNY Mellon Sm/Md Cp Gr I
SDSCX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2019 | Aug 13, 2020 |
| Mutual Funds, Exchange Traded Fund/Note | $50,001 - $100,000 | Self | 2019 | Aug 13, 2020 | |
| Corporate Securities, Stock | - | Spouse | 2019 | Aug 13, 2020 | |
|
Scottrade
Disclosed Asset
|
Bank Deposit | - | Spouse | 2019 | Aug 13, 2020 |
|
SunTrust Advantage Money Market Account
Disclosed Asset
|
Bank Deposit | $15,001 - $50,000 | Joint | 2019 | Aug 13, 2020 |
|
SunTrust Solid Choice Banking
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Spouse | 2019 | Aug 13, 2020 |
|
Wells Fargo & Company/phantom stock (Director Deferred Compensation)
Disclosed Asset
|
Deferred Compensation | $100,001 - $250,000 | Spouse | 2019 | Aug 13, 2020 |
|
Suntrust Business Checking (Firebird International LLC)
Disclosed Asset
|
Bank Deposit | $15,001 - $50,000 | Spouse | 2019 | Aug 13, 2020 |
|
WGIFX-American Funds Capital World Gr&Inc F2 (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2019 | Aug 13, 2020 |
|
Suntrust Business Money Market Performance (Firebird International LLC)
Disclosed Asset
|
Bank Deposit | $15,001 - $50,000 | Spouse | 2019 | Aug 13, 2020 |
|
WGIFX-American Funds Capital World Gr&Inc F2 (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2019 | Aug 13, 2020 |
|
Suntrust Personal Savings Account
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Spouse | 2019 | Aug 13, 2020 |
|
VFIAX-Vanguard 500 Index Admiral (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,000,001 - $5,000,000 | Spouse | 2019 | Aug 13, 2020 |
|
TGBAX-Templeton Global Bond Adv (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2019 | Aug 13, 2020 |
|
Vanguard IRA Account
Disclosed Asset
|
Retirement Plans, IRA | - | Spouse | 2019 | Aug 13, 2020 |
|
Vanguard Aggressive Growth Portfolio (Age Based)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Self | 2019 | Aug 13, 2020 |
|
TGBAX-Templeton Global Bond Adv (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2019 | Aug 13, 2020 |
|
TRBCX-T. Rowe Price Blue Chip Growth (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $250,001 - $500,000 | Spouse | 2019 | Aug 13, 2020 |
|
UBS (uninvested cash held by UBS)
Disclosed Asset
|
Bank Deposit | - | Spouse | 2019 | Aug 13, 2020 |
|
UBS (uninvested cash held by UBS)
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Spouse | 2019 | Aug 13, 2020 |
|
UBS IRA (7 items)
Disclosed Asset
|
Retirement Plans, IRA | - | Spouse | 2019 | Aug 13, 2020 |
|
UBS PSP
Disclosed Asset
|
Trust, General Trust | - | Spouse | 2019 | Aug 13, 2020 |
|
Vanguard 90STK10BND Portfolio (Age Based)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Self | 2019 | Aug 13, 2020 |
|
UBS Pension Trust (9 items)
Disclosed Asset
|
Trust, General Trust | - | Spouse | 2019 | Aug 13, 2020 |
Vanguard Short-Term Corporate Bond Index Fund ETF Shares
VCSH
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Self | 2019 | Aug 13, 2020 |
|
Vanguard 529 College Savings Plan
Disclosed Asset
|
Education Savings Plans, 529 College Savings Plan | - | Self | 2019 | Aug 13, 2020 |
|
Vanguard 529 College Savings Plan
Disclosed Asset
|
Education Savings Plans, 529 College Savings Plan | - | Self | 2019 | Aug 13, 2020 |
|
VFIAX-Vanguard 500 Index Admiral (NASDAQ)
Disclosed Asset
|
Trust, General Trust | $500,001 - $1,000,000 | Self | 2019 | Aug 13, 2020 |
|
VSIAX-Vanguard Small Cap Value Index Admiral (NASDAQ)
Disclosed Asset
|
Trust, General Trust | $500,001 - $1,000,000 | Self | 2019 | Aug 13, 2020 |
|
VO-Vanguard Mid-Cap ETF
Disclosed Asset
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Self | 2019 | Aug 13, 2020 |
|
VMSXX - Vanguard Municipal Money Market Fund
Disclosed Asset
|
Mutual Funds, Mutual Fund | $500,001 - $1,000,000 | Spouse | 2019 | Aug 13, 2020 |
|
VMSXX - Vanguard Municipal Money Market Fund
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,000,001 - $5,000,000 | Joint | 2019 | Aug 13, 2020 |
|
VMMXX-Vanguard Money Market Reserves (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | - | Joint | 2019 | Aug 13, 2020 |
|
VHCAX-Vanguard Capital Opportunity Adm (NASDAQ)
Disclosed Asset
|
Trust, General Trust | $250,001 - $500,000 | Self | 2019 | Aug 13, 2020 |
|
VFIAX-Vanguard 500 Index Admiral (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $5,000,001 - $25,000,000 | Joint | 2019 | Aug 13, 2020 |
|
VGIAX-Vanguard Growth & Income Adm (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $250,001 - $500,000 | Spouse | 2019 | Aug 13, 2020 |
|
(Heritage Foundation Retirement) PRMSX-T. Rowe Price Emerging Markets Stock
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2019 | Aug 13, 2020 |
| Corporate Securities, Stock | $500,001 - $1,000,000 | Spouse | 2018 | May 15, 2019 | |
Ingersoll Rand Inc
IR
|
Corporate Securities, Stock | $100,001 - $250,000 | Spouse | 2018 | May 15, 2019 |
|
PEQPX-Principal Equity Income P (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2018 | May 15, 2019 |
|
OTCFX-T. Rowe Price Small-Cap Stock (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2018 | May 15, 2019 |
|
PEQPX-Principal Equity Income P (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2018 | May 15, 2019 |
PGDPX - Principal Global Div Inc P (NASDAQ)
PGDPX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2018 | May 15, 2019 |
|
PRITX-T. Rowe Price International Stock Fd (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2018 | May 15, 2019 |
|
PRSCX-T. Rowe Price Science & Tech (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2018 | May 15, 2019 |
|
RPMGX-T. Rowe Price Mid-Cap Growth (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $250,001 - $500,000 | Spouse | 2018 | May 15, 2019 |
|
RSPYX-RS Partners Y (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2018 | May 15, 2019 |
|
Real Property with Carriage House Rental
Disclosed Asset
|
Real Estate, Residential | $1,000,001 - $5,000,000 | Joint | 2018 | May 15, 2019 |
|
Republic Bank and Trust
Disclosed Asset
|
Bank Deposit | $15,001 - $50,000 | Self | 2018 | May 15, 2019 |
|
SCPB-SPDR Barclays Short Term Corp Bd ETF (NYSEArca)
Disclosed Asset
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Self | 2018 | May 15, 2019 |
|
SDSCX-Dreyfus/The Boston Co Sm/Md Cp Gr I (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2018 | May 15, 2019 |
| Mutual Funds, Exchange Traded Fund/Note | $50,001 - $100,000 | Self | 2018 | May 15, 2019 | |
|
Scottrade
Disclosed Asset
|
Bank Deposit | - | Spouse | 2018 | May 15, 2019 |
|
SunTrust Advantage Money Market Account
Disclosed Asset
|
Bank Deposit | $250,001 - $500,000 | Joint | 2018 | May 15, 2019 |
|
SunTrust Solid Choice Banking
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Spouse | 2018 | May 15, 2019 |
|
Suntrust Business Checking (Firebird International LLC)
Disclosed Asset
|
Bank Deposit | $250,001 - $500,000 | Spouse | 2018 | May 15, 2019 |
|
Suntrust Business Money Market Performance (Firebird International LLC)
Disclosed Asset
|
Bank Deposit | $50,001 - $100,000 | Spouse | 2018 | May 15, 2019 |
|
Suntrust Personal Savings Account
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Spouse | 2018 | May 15, 2019 |
|
TGBAX-Templeton Global Bond Adv (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2018 | May 15, 2019 |
|
TGBAX-Templeton Global Bond Adv (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2018 | May 15, 2019 |
|
TRBCX-T. Rowe Price Blue Chip Growth (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $250,001 - $500,000 | Spouse | 2018 | May 15, 2019 |
|
UBS (uninvested cash held by UBS)
Disclosed Asset
|
Bank Deposit | - | Spouse | 2018 | May 15, 2019 |
|
UBS (uninvested cash held by UBS)
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Spouse | 2018 | May 15, 2019 |
|
UBS CSSP (via Ingersoll-Rand)
Disclosed Asset
|
Deferred Compensation, Deferred Compensation - Other | - | Spouse | 2018 | May 15, 2019 |
|
UBS IRA (7 items)
Disclosed Asset
|
Retirement Plans, IRA | - | Spouse | 2018 | May 15, 2019 |
|
UBS PSP
Disclosed Asset
|
Trust, General Trust | - | Spouse | 2018 | May 15, 2019 |
|
UBS Pension Trust (9 items)
Disclosed Asset
|
Trust, General Trust | - | Spouse | 2018 | May 15, 2019 |
Vanguard Short-Term Corporate Bond Index Fund ETF Shares
VCSH
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Self | 2018 | May 15, 2019 |
|
VFIAX-Vanguard 500 Index Admiral (NASDAQ)
Disclosed Asset
|
Trust, General Trust | $250,001 - $500,000 | Self | 2018 | May 15, 2019 |
|
VFIAX-Vanguard 500 Index Admiral (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $5,000,001 - $25,000,000 | Joint | 2018 | May 15, 2019 |
|
VFIAX-Vanguard 500 Index Admiral (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,000,001 - $5,000,000 | Spouse | 2018 | May 15, 2019 |
|
VGIAX-Vanguard Growth & Income Adm (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $250,001 - $500,000 | Spouse | 2018 | May 15, 2019 |
|
VHCAX-Vanguard Capital Opportunity Adm (NASDAQ)
Disclosed Asset
|
Trust, General Trust | $250,001 - $500,000 | Self | 2018 | May 15, 2019 |
Vulcan Materials Company
VMC
|
Corporate Securities, Stock | $250,001 - $500,000 | Spouse | 2018 | May 15, 2019 |
|
VMMXX-Vanguard Money Market Reserves (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | - | Joint | 2018 | May 15, 2019 |
|
VMSXX - Vanguard Municipal Money Market Fund
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,000,001 - $5,000,000 | Joint | 2018 | May 15, 2019 |
|
VMSXX - Vanguard Municipal Money Market Fund
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2018 | May 15, 2019 |
|
VO-Vanguard Mid-Cap ETF
Disclosed Asset
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Self | 2018 | May 15, 2019 |
|
VSIAX-Vanguard Small Cap Value Index Admiral (NASDAQ)
Disclosed Asset
|
Trust, General Trust | $250,001 - $500,000 | Self | 2018 | May 15, 2019 |
|
Vanguard 529 College Savings Plan
Disclosed Asset
|
Education Savings Plans, 529 College Savings Plan | - | Self | 2018 | May 15, 2019 |
|
Vanguard 529 College Savings Plan
Disclosed Asset
|
Education Savings Plans, 529 College Savings Plan | - | Self | 2018 | May 15, 2019 |
|
Vanguard Aggressive Growth Portfolio (Age Based)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Self | 2018 | May 15, 2019 |
|
Vanguard Aggressive Growth Portfolio (Age Based)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Self | 2018 | May 15, 2019 |
|
Vulcan Materials Deferred Compensation
Disclosed Asset
|
Deferred Compensation, Deferred Compensation - Other | - | Spouse | 2018 | May 15, 2019 |
|
WGIFX-American Funds Capital World Gr&Inc F2 (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2018 | May 15, 2019 |
|
WGIFX-American Funds Capital World Gr&Inc F2 (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2018 | May 15, 2019 |
|
Wells Fargo & Company/phantom stock (Director Deferred Compensation)
Disclosed Asset
|
Deferred Compensation | $250,001 - $500,000 | Spouse | 2018 | May 15, 2019 |
|
Mitch IRA MLPA
Disclosed Asset
|
Retirement Plans, IRA | - | Self | 2018 | May 15, 2019 |
|
Merrill Lynch
Disclosed Asset
|
Bank Deposit | $15,001 - $50,000 | Self | 2018 | May 15, 2019 |
|
MNNAX-Victory Munder Growth Opportunities A (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2018 | May 15, 2019 |
|
MNNAX - Victory Munder Multi-Cap A
Disclosed Asset
|
Trust, General Trust | $15,001 - $50,000 | Self | 2018 | May 15, 2019 |
|
JHIGX - JHancock International Growth R2
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2018 | May 15, 2019 |
|
JDVPX - JHancock Disciplined Value R2
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2018 | May 15, 2019 |
|
IWM-iShares Russell 2000
Disclosed Asset
|
Mutual Funds, Exchange Traded Fund/Note | $15,001 - $50,000 | Self | 2018 | May 15, 2019 |
|
GFFFX-American Funds Growth Fund of Amer F2 (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2018 | May 15, 2019 |
|
GFFFX-American Funds Growth Fund of Amer F2 (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2018 | May 15, 2019 |
|
FEGIX-First Eagle Gold I (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2018 | May 15, 2019 |
|
FEGIX-First Eagle Gold I (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2018 | May 15, 2019 |
|
Elaine L Chao Revocable Trust
Disclosed Asset
|
Trust, General Trust | - | Spouse | 2018 | May 15, 2019 |
|
DPFFX-Delaware Diversified Income Instl (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2018 | May 15, 2019 |
|
DPFFX-Delaware Diversified Income Instl (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2018 | May 15, 2019 |
|
Bank of America
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Self | 2018 | May 15, 2019 |
|
A. Mitchell McConnell, Jr. Revocable Trust
Disclosed Asset
|
Trust, General Trust | - | Self | 2018 | May 15, 2019 |
|
(Retirement) Deutsch VSI Capital Growth - Mutual of America
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2018 | May 15, 2019 |
|
(Pension Trust) VUSXX - Vanguard Treasury Money Market
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,000,001 - $5,000,000 | Spouse | 2018 | May 15, 2019 |
|
(IRA) VFIAX-Vanguard 500 Index Admiral (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2018 | May 15, 2019 |
|
(Heritage Foundation Retirement) WIIBX - Segall Bryant & Hamill Plus Bond Fund Institutional
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2018 | May 15, 2019 |
|
(Heritage Foundation Retirement) VGSLX-Vanguard REIT Index Adm
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2018 | May 15, 2019 |
|
(Heritage Foundation Retirement) SWGXX - Schwab Government Money Fund
Disclosed Asset
|
Mutual Funds, Mutual Fund | - | Spouse | 2018 | May 15, 2019 |
|
(Heritage Foundation Retirement) SLASX-Selected American Shares S
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2018 | May 15, 2019 |
|
(Heritage Foundation Retirement) RSEIX-Royce Special Equity Instl
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2018 | May 15, 2019 |
|
(Heritage Foundation Retirement) PRMSX-T. Rowe Price Emerging Markets Stock
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2018 | May 15, 2019 |
|
(Heritage Foundation Retirement) OAKMX-Oakmark I
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2018 | May 15, 2019 |
|
(Heritage Foundation Retirement) LSBDX-Loomis Sayles Bond Instl
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2018 | May 15, 2019 |
|
(Heritage Foundation Retirement) FAIRX-Fairholme
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2018 | May 15, 2019 |
|
(Heritage Foundation Retirement) BARAX-Baron Asset Retail
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2018 | May 15, 2019 |
|
(Heritage Foundation Retirement) ARTKX-Artisan International Value Investor
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2018 | May 15, 2019 |
|
(Heritage Foundation 403(b)) VFIAX-Vanguard 500 Index Admiral
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2018 | May 15, 2019 |
|
(Heritage Foundation 403(b)) SWGXX - Schwab Government Money Fund -
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2018 | May 15, 2019 |
|
(Heritage Foundation 403(b)) PREIX-T. Rowe Price Equity Index 500 (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2018 | May 15, 2019 |
|
Vanguard 529 College Savings Plan
Disclosed Asset
|
Education Savings Plans, 529 College Savings Plan | - | Self | 2017 | May 15, 2018 |
Ingersoll Rand Inc
IR
|
Corporate Securities, Stock | $100,001 - $250,000 | Spouse | 2017 | May 15, 2018 |
|
(Heritage Foundation 403(b)) SWGXX - Schwab Government Money Fund -
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2017 | May 15, 2018 |
|
(Heritage Foundation 403(b)) VFIAX-Vanguard 500 Index Admiral
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2017 | May 15, 2018 |
|
(Heritage Foundation Retirement) ARTKX-Artisan International Value Investor
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2017 | May 15, 2018 |
|
(Heritage Foundation Retirement) BARAX-Baron Asset Retail
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2017 | May 15, 2018 |
|
(Heritage Foundation Retirement) FAIRX-Fairholme
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2017 | May 15, 2018 |
|
(Heritage Foundation Retirement) LSBDX-Loomis Sayles Bond Instl
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2017 | May 15, 2018 |
|
(Heritage Foundation Retirement) OAKMX-Oakmark I
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2017 | May 15, 2018 |
|
(Heritage Foundation Retirement) PRMSX-T. Rowe Price Emerging Markets Stock
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2017 | May 15, 2018 |
|
(Heritage Foundation Retirement) RSEIX-Royce Special Equity Instl
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2017 | May 15, 2018 |
|
(Heritage Foundation Retirement) SLASX-Selected American Shares S
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2017 | May 15, 2018 |
|
(Heritage Foundation Retirement) SWGXX - Schwab Government Money Fund
Disclosed Asset
|
Mutual Funds, Mutual Fund | - | Spouse | 2017 | May 15, 2018 |
|
(Heritage Foundation Retirement) VGSLX-Vanguard REIT Index Adm
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2017 | May 15, 2018 |
|
(Heritage Foundation Retirement) WIIBX-Westcore Plus Bond Institutional
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2017 | May 15, 2018 |
|
(IRA) VFIAX-Vanguard 500 Index Admiral (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $250,001 - $500,000 | Spouse | 2017 | May 15, 2018 |
|
(Pension Trust) VFIAX-Vanguard 500 Index Admiral (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,000,001 - $5,000,000 | Spouse | 2017 | May 15, 2018 |
|
(Retirement) Deutsch VSI Capital Growth - Mutual of America
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2017 | May 15, 2018 |
|
(Retirement) PREIX-T. Rowe Price Equity Index 500 (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2017 | May 15, 2018 |
|
A. Mitchell McConnell, Jr. Revocable Trust
Disclosed Asset
|
Trust, General Trust | - | Self | 2017 | May 15, 2018 |
|
Bank of America
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Self | 2017 | May 15, 2018 |
|
DPFFX-Delaware Diversified Income Instl (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2017 | May 15, 2018 |
|
DPFFX-Delaware Diversified Income Instl (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2017 | May 15, 2018 |
|
Elaine L Chao Revocable Trust
Disclosed Asset
|
Trust, General Trust | - | Spouse | 2017 | May 15, 2018 |
|
FEGIX-First Eagle Gold I (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2017 | May 15, 2018 |
|
FEGIX-First Eagle Gold I (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2017 | May 15, 2018 |
|
GFFFX-American Funds Growth Fund of Amer F2 (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2017 | May 15, 2018 |
|
GFFFX-American Funds Growth Fund of Amer F2 (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2017 | May 15, 2018 |
|
IWM-iShares Russell 2000
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2017 | May 15, 2018 |
|
JDVPX - JHancock Disciplined Value R2
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2017 | May 15, 2018 |
|
JHIGX - JHancock International Growth R2
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2017 | May 15, 2018 |
|
MNNAX - Victory Munder Multi-Cap A
Disclosed Asset
|
Trust, General Trust | $15,001 - $50,000 | Self | 2017 | May 15, 2018 |
|
MNNAX-Victory Munder Growth Opportunities A (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2017 | May 15, 2018 |
|
Merrill Lynch
Disclosed Asset
|
Bank Deposit | $15,001 - $50,000 | Self | 2017 | May 15, 2018 |
|
Mitch IRA MLPA
Disclosed Asset
|
Retirement Plans, IRA | - | Self | 2017 | May 15, 2018 |
|
OTCFX-T. Rowe Price Small-Cap Stock (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2017 | May 15, 2018 |
|
PEQPX-Principal Equity Income P (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2017 | May 15, 2018 |
|
PEQPX-Principal Equity Income P (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2017 | May 15, 2018 |
PGDPX - Principal Global Div Inc P (NASDAQ)
PGDPX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2017 | May 15, 2018 |
|
PRITX-T. Rowe Price International Stock Fd (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2017 | May 15, 2018 |
|
PRSCX-T. Rowe Price Science & Tech (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2017 | May 15, 2018 |
|
RPMGX-T. Rowe Price Mid-Cap Growth (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $250,001 - $500,000 | Spouse | 2017 | May 15, 2018 |
|
RSPYX-RS Partners Y (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2017 | May 15, 2018 |
|
Real Property with Carriage House Rental
Disclosed Asset
|
Real Estate, Residential | $1,000,001 - $5,000,000 | Joint | 2017 | May 15, 2018 |
|
Republic Bank and Trust
Disclosed Asset
|
Bank Deposit | $15,001 - $50,000 | Self | 2017 | May 15, 2018 |
|
SCPB-SPDR Barclays Short Term Corp Bd ETF (NYSEArca)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2017 | May 15, 2018 |
|
SDSCX-Dreyfus/The Boston Co Sm/Md Cp Gr I (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2017 | May 15, 2018 |
| Mutual Funds, Mutual Fund | $50,001 - $100,000 | Self | 2017 | May 15, 2018 | |
|
Scottrade
Disclosed Asset
|
Bank Deposit | - | Spouse | 2017 | May 15, 2018 |
|
SunTrust Advantage Money Market Account
Disclosed Asset
|
Bank Deposit | $500,001 - $1,000,000 | Joint | 2017 | May 15, 2018 |
|
SunTrust Solid Choice Banking
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Spouse | 2017 | May 15, 2018 |
|
Suntrust Business Checking (Firebird International LLC)
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Spouse | 2017 | May 15, 2018 |
|
Suntrust Business Money Market Performance (Firebird International LLC)
Disclosed Asset
|
Bank Deposit | $500,001 - $1,000,000 | Spouse | 2017 | May 15, 2018 |
|
Suntrust Personal Savings Account
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Spouse | 2017 | May 15, 2018 |
|
TGBAX-Templeton Global Bond Adv (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2017 | May 15, 2018 |
|
TGBAX-Templeton Global Bond Adv (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2017 | May 15, 2018 |
|
TRBCX-T. Rowe Price Blue Chip Growth (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $250,001 - $500,000 | Spouse | 2017 | May 15, 2018 |
|
UBS (uninvested cash held by UBS)
Disclosed Asset
|
Bank Deposit | - | Spouse | 2017 | May 15, 2018 |
|
UBS (uninvested cash held by UBS)
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Spouse | 2017 | May 15, 2018 |
|
UBS CSSP (via Ingersoll-Rand)
Disclosed Asset
|
Deferred Compensation, Deferred Compensation - Other | - | Spouse | 2017 | May 15, 2018 |
|
UBS IRA (7 items)
Disclosed Asset
|
Retirement Plans, IRA | - | Spouse | 2017 | May 15, 2018 |
|
UBS PSP
Disclosed Asset
|
Trust, General Trust | - | Spouse | 2017 | May 15, 2018 |
|
UBS Pension Trust (9 items)
Disclosed Asset
|
Trust, General Trust | - | Spouse | 2017 | May 15, 2018 |
Vanguard Short-Term Corporate Bond Index Fund ETF Shares
VCSH
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2017 | May 15, 2018 |
|
VFIAX-Vanguard 500 Index Admiral (NASDAQ)
Disclosed Asset
|
Trust, General Trust | $250,001 - $500,000 | Self | 2017 | May 15, 2018 |
|
VFIAX-Vanguard 500 Index Admiral (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $5,000,001 - $25,000,000 | Joint | 2017 | May 15, 2018 |
|
VFIAX-Vanguard 500 Index Admiral (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,000,001 - $5,000,000 | Spouse | 2017 | May 15, 2018 |
|
VGIAX-Vanguard Growth & Income Adm (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $250,001 - $500,000 | Spouse | 2017 | May 15, 2018 |
|
VHCAX-Vanguard Capital Opportunity Adm (NASDAQ)
Disclosed Asset
|
Trust, General Trust | $250,001 - $500,000 | Self | 2017 | May 15, 2018 |
|
VMMXX-Vanguard Money Market Reserves (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | - | Joint | 2017 | May 15, 2018 |
|
VMSXX - Vanguard Municipal Money Market Fund
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,000,001 - $5,000,000 | Joint | 2017 | May 15, 2018 |
|
VMSXX - Vanguard Municipal Money Market Fund
Disclosed Asset
|
Mutual Funds, Mutual Fund | $500,001 - $1,000,000 | Spouse | 2017 | May 15, 2018 |
|
VO-Vanguard Mid-Cap ETF
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2017 | May 15, 2018 |
|
VSIAX-Vanguard Small Cap Value Index Admiral (NASDAQ)
Disclosed Asset
|
Trust, General Trust | $250,001 - $500,000 | Self | 2017 | May 15, 2018 |
|
Vanguard 529 College Savings Plan
Disclosed Asset
|
Education Savings Plans, 529 College Savings Plan | - | Self | 2017 | May 15, 2018 |
| Corporate Securities, Stock | $500,001 - $1,000,000 | Spouse | 2017 | May 15, 2018 | |
|
Vanguard Aggressive Growth Portfolio (Age Based)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Self | 2017 | May 15, 2018 |
|
Vanguard Aggressive Growth Portfolio (Age Based)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Self | 2017 | May 15, 2018 |
|
Vulcan Materials Deferred Compensation
Disclosed Asset
|
Deferred Compensation, Deferred Compensation - Other | - | Spouse | 2017 | May 15, 2018 |
|
Vulcan Materials Deferred Stock Units
Disclosed Asset
|
Other Securities | $250,001 - $500,000 | Spouse | 2017 | May 15, 2018 |
|
WGIFX-American Funds Capital World Gr&Inc F2 (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2017 | May 15, 2018 |
|
WGIFX-American Funds Capital World Gr&Inc F2 (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2017 | May 15, 2018 |
|
Wells Fargo & Company/phantom stock (Director Deferred Compensation)
Disclosed Asset
|
Deferred Compensation | $500,001 - $1,000,000 | Spouse | 2017 | May 15, 2018 |
|
Wells Fargo & Company/phantom stock (Director Deferred Compensation)
Disclosed Asset
|
Deferred Compensation | $1,000,001 - $5,000,000 | Spouse | 2016 | May 15, 2017 |
American Funds Capital World Growth and Income Fund® Class F-2
WGIFX
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2016 | May 15, 2017 |
American Funds Capital World Growth and Income Fund® Class F-2
WGIFX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2016 | May 15, 2017 |
| Corporate Securities, Stock | $1,001 - $15,000 | Spouse | 2016 | May 15, 2017 | |
|
Vulcan Materials Deferred Stock Units
Disclosed Asset
|
Other Securities | $250,001 - $500,000 | Spouse | 2016 | May 15, 2017 |
|
Vulcan Materials Deferred Compensation
Disclosed Asset
|
Deferred Compensation, Deferred Compensation - Other | - | Spouse | 2016 | May 15, 2017 |
|
Vanguard Aggressive Growth Portfolio (Age Based)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2016 | May 15, 2017 |
|
Vanguard Aggressive Growth Portfolio (Age Based)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2016 | May 15, 2017 |
|
Vanguard 529 College Savings Plan
Disclosed Asset
|
Education Savings Plans, 529 College Savings Plan | - | Self | 2016 | May 15, 2017 |
|
Vanguard 529 College Savings Plan
Disclosed Asset
|
Education Savings Plans, 529 College Savings Plan | - | Self | 2016 | May 15, 2017 |
Vanguard Small Cap Value Index Fund Admiral Shares
VSIAX
|
Trust, General Trust | $250,001 - $500,000 | Self | 2016 | May 15, 2017 |
Vanguard Mid-Cap Index Fund ETF Shares
VO
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2016 | May 15, 2017 |
Vanguard Municipal Money Market Fund Investor Shares
VMSXX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2016 | May 15, 2017 |
Vanguard Municipal Money Market Fund Investor Shares
VMSXX
|
Mutual Funds, Mutual Fund | $1,000,001 - $5,000,000 | Joint | 2016 | May 15, 2017 |
VMMXX - Vanguard Money Market Reserves (NASDAQ)
VMMXX
|
Mutual Funds, Mutual Fund | - | Joint | 2016 | May 15, 2017 |
Vanguard Capital Opportunity Fund Admiral Shares
VHCAX
|
Trust, General Trust | $100,001 - $250,000 | Self | 2016 | May 15, 2017 |
Vanguard Growth and Income Fund Admiral Shares
VGIAX
|
Mutual Funds, Mutual Fund | $250,001 - $500,000 | Spouse | 2016 | May 15, 2017 |
Vanguard 500 Index Fund Admiral Shares
VFIAX
|
Mutual Funds, Mutual Fund | $1,000,001 - $5,000,000 | Spouse | 2016 | May 15, 2017 |
Vanguard 500 Index Fund Admiral Shares
VFIAX
|
Mutual Funds, Mutual Fund | $1,000,001 - $5,000,000 | Joint | 2016 | May 15, 2017 |
Vanguard 500 Index Fund Admiral Shares
VFIAX
|
Trust, General Trust | $250,001 - $500,000 | Self | 2016 | May 15, 2017 |
Vanguard Short-Term Corporate Bond Index Fund ETF Shares
VCSH
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2016 | May 15, 2017 |
|
UBS Pension Trust (9 items)
Disclosed Asset
|
Trust, General Trust | - | Spouse | 2016 | May 15, 2017 |
|
UBS PSP
Disclosed Asset
|
Trust, General Trust | - | Spouse | 2016 | May 15, 2017 |
|
UBS IRA (7 items)
Disclosed Asset
|
Retirement Plans, IRA | - | Spouse | 2016 | May 15, 2017 |
|
UBS CSSP (via Ingersoll-Rand)
Disclosed Asset
|
Deferred Compensation, Deferred Compensation - Other | - | Spouse | 2016 | May 15, 2017 |
|
UBS (uninvested cash held by UBS)
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Spouse | 2016 | May 15, 2017 |
|
UBS (uninvested cash held by UBS)
Disclosed Asset
|
Bank Deposit | - | Spouse | 2016 | May 15, 2017 |
T. Rowe Price Blue Chip Growth Fund
TRBCX
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2016 | May 15, 2017 |
Templeton Global Bond Fund Advisor Class
TGBAX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2016 | May 15, 2017 |
Templeton Global Bond Fund Advisor Class
TGBAX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2016 | May 15, 2017 |
|
Suntrust Personal Savings Account
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Spouse | 2016 | May 15, 2017 |
|
Suntrust Business Money Market Performance (Firebird International LLC)
Disclosed Asset
|
Bank Deposit | $500,001 - $1,000,000 | Spouse | 2016 | May 15, 2017 |
|
Suntrust Business Checking (Firebird International LLC)
Disclosed Asset
|
Bank Deposit | $15,001 - $50,000 | Spouse | 2016 | May 15, 2017 |
|
SunTrust Solid Choice Banking
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Spouse | 2016 | May 15, 2017 |
|
SunTrust Advantage Money Market Account
Disclosed Asset
|
Bank Deposit | $1,000,001 - $5,000,000 | Spouse | 2016 | May 15, 2017 |
|
Scottrade
Disclosed Asset
|
Bank Deposit | - | Spouse | 2016 | May 15, 2017 |
| Mutual Funds, Mutual Fund | $50,001 - $100,000 | Self | 2016 | May 15, 2017 | |
BNY Mellon Sm/Md Cp Gr I
SDSCX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2016 | May 15, 2017 |
SCPB - SPDR Barclays Short Term Corp Bd ETF (NYSEArca)
SCPB
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2016 | May 15, 2017 |
|
Republic Bank and Trust
Disclosed Asset
|
Bank Deposit | $15,001 - $50,000 | Self | 2016 | May 15, 2017 |
|
Real Property with Carriage House Rental
Disclosed Asset
|
Real Estate, Residential | $1,000,001 - $5,000,000 | Joint | 2016 | May 15, 2017 |
Victory RS Partners Fund Class Y
RSPYX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2016 | May 15, 2017 |
T. Rowe Price Mid-Cap Growth Fund
RPMGX
|
Mutual Funds, Mutual Fund | $250,001 - $500,000 | Spouse | 2016 | May 15, 2017 |
T. Rowe Price Science and Technology Fund
PRSCX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2016 | May 15, 2017 |
T. Rowe Price International Stock Fund
PRITX
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2016 | May 15, 2017 |
PGDPX - Principal Global Div Inc P (NASDAQ)
PGDPX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2016 | May 15, 2017 |
PEQPX - Principal Equity Income P (NASDAQ)
PEQPX
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2016 | May 15, 2017 |
PEQPX - Principal Equity Income P (NASDAQ)
PEQPX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2016 | May 15, 2017 |
T. Rowe Price Small-Cap Stock Fund
OTCFX
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2016 | May 15, 2017 |
|
News Corp./phantom stock (Director Deferred Compensation)
Disclosed Asset
|
Deferred Compensation | $250,001 - $500,000 | Spouse | 2016 | May 15, 2017 |
|
Mitch IRA MLPA
Disclosed Asset
|
Retirement Plans, IRA | - | Self | 2016 | May 15, 2017 |
|
Merrill Lynch
Disclosed Asset
|
Bank Deposit | $15,001 - $50,000 | Self | 2016 | May 15, 2017 |
|
MNNAX - Victory Munder Multi-Cap A
Disclosed Asset
|
Trust, General Trust | $15,001 - $50,000 | Self | 2016 | May 15, 2017 |
Victory Multi-Cap Fund Class A
MNNAX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2016 | May 15, 2017 |
|
JHIGX - JHancock International Growth R2
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2016 | May 15, 2017 |
|
JDVPX - JHancock Disciplined Value R2
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2016 | May 15, 2017 |
|
Ingersoll-Rand Restricted Stock Units (2016 Issue)
Disclosed Asset
|
Other Securities | $100,001 - $250,000 | Spouse | 2016 | May 15, 2017 |
|
Ingersoll-Rand Deferred Compensation
Disclosed Asset
|
Deferred Compensation, Deferred Compensation - Other | - | Spouse | 2016 | May 15, 2017 |
| Mutual Funds, Mutual Fund | $15,001 - $50,000 | Self | 2016 | May 15, 2017 | |
Ingersoll Rand Inc
IR
|
Corporate Securities, Stock | $50,001 - $100,000 | Spouse | 2016 | May 15, 2017 |
American Funds The Growth Fund of America® Class F-2
GFFFX
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2016 | May 15, 2017 |
American Funds The Growth Fund of America® Class F-2
GFFFX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2016 | May 15, 2017 |
First Eagle Gold Fund Class I
FEGIX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2016 | May 15, 2017 |
First Eagle Gold Fund Class I
FEGIX
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2016 | May 15, 2017 |
|
Elaine L Chao Revocable Trust
Disclosed Asset
|
Trust, General Trust | - | Spouse | 2016 | May 15, 2017 |
Delaware Diversified Income Fund Institutional Class
DPFFX
|
Mutual Funds, Mutual Fund | $50,001 - $100,000 | Spouse | 2016 | May 15, 2017 |
Delaware Diversified Income Fund Institutional Class
DPFFX
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2016 | May 15, 2017 |
|
Bank of America
Disclosed Asset
|
Bank Deposit | $1,001 - $15,000 | Self | 2016 | May 15, 2017 |
|
A. Mitchell McConnell, Jr. Revocable Trust
Disclosed Asset
|
Trust, General Trust | - | Self | 2016 | May 15, 2017 |
|
(Retirement) PREIX-T. Rowe Price Equity Index 500 (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2016 | May 15, 2017 |
|
(Retirement) Deutsch VSI Capital Growth - Mutual of America
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2016 | May 15, 2017 |
|
(Pension Trust) VFIAX-Vanguard 500 Index Admiral (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,000,001 - $5,000,000 | Spouse | 2016 | May 15, 2017 |
|
(IRA) VFIAX-Vanguard 500 Index Admiral (NASDAQ)
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2016 | May 15, 2017 |
|
(Heritage Foundation Retirement) WIIBX-Westcore Plus Bond Institutional
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2016 | May 15, 2017 |
|
(Heritage Foundation Retirement) VGSLX-Vanguard REIT Index Adm
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2016 | May 15, 2017 |
|
(Heritage Foundation Retirement) SWGXX - Schwab Government Money Fund -
Disclosed Asset
|
Mutual Funds, Mutual Fund | - | Spouse | 2016 | May 15, 2017 |
|
(Heritage Foundation Retirement) SLASX-Selected American Shares S
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2016 | May 15, 2017 |
|
(Heritage Foundation Retirement) RSEIX-Royce Special Equity Instl
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2016 | May 15, 2017 |
|
(Heritage Foundation Retirement) PRMSX-T. Rowe Price Emerging Markets Stock
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2016 | May 15, 2017 |
|
(Heritage Foundation Retirement) OAKMX-Oakmark I
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2016 | May 15, 2017 |
|
(Heritage Foundation Retirement) LSBDX-Loomis Sayles Bond Instl
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2016 | May 15, 2017 |
|
(Heritage Foundation Retirement) FAIRX-Fairholme
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2016 | May 15, 2017 |
|
(Heritage Foundation Retirement) BARAX-Baron Asset Retail
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2016 | May 15, 2017 |
|
(Heritage Foundation Retirement) ARTKX-Artisan International Value Investor
Disclosed Asset
|
Mutual Funds, Mutual Fund | $1,001 - $15,000 | Spouse | 2016 | May 15, 2017 |
|
(Heritage Foundation 403(b)) SWGXX - Schwab Government Money Fund -
Disclosed Asset
|
Mutual Funds, Mutual Fund | $100,001 - $250,000 | Spouse | 2016 | May 15, 2017 |
|
( Heritage Foundation 403(b)) VFIAX-Vanguard 500 Index Admiral
Disclosed Asset
|
Mutual Funds, Mutual Fund | $15,001 - $50,000 | Spouse | 2016 | May 15, 2017 |
Showing 1 to 10 of 1132 disclosed holdings
14
TRADES
14
FILINGS
$161K
VOLUME
2
ISSUERS
Quarterly Trade Volume
Buy
Sell
MOST TRADED ISSUERS
Wells Fargo & Company (12)
Tema Photonics & Optical ETF (2)
MOST TRADED SECTORS
Financials (12)
Consumer Discretionary (2)
Other (1)
Recent STOCK Act Disclosed Trades
Registry of disclosed stock purchases, sales and option exercises filed under the STOCK Act (reported with a 30–45 day delay).
| Traded Date | Type | Asset / Issuer | Disclosed Size | Filing Date | Filing Lag |
|---|---|---|---|---|---|
| 1 Sept 2026 | BUY | 15K - 50K | 21 Sept 2026 | 20 days | |
| 1 Jun 2026 | BUY | 1K - 15K | 30 Jun 2026 | 29 days | |
| 1 Mar 2026 | BUY | 1K - 15K | 19 Mar 2026 | 18 days | |
| 24 Dec 2025 | SELL | Tema Photonics & Optical ETF
LAZR
|
1K - 15K | 13 Jan 2026 | 20 days |
| 1 Dec 2025 | BUY | 1K - 15K | 19 Dec 2025 | 18 days | |
| 1 Sept 2025 | BUY | 1K - 15K | 12 Sept 2025 | 11 days | |
| 26 Jun 2025 | SELL | Tema Photonics & Optical ETF
LAZR
|
15K - 50K | 7 Jul 2025 | 11 days |
| 1 Jun 2025 | BUY | 1K - 15K | 19 Jun 2025 | 18 days | |
| 3 Mar 2025 | BUY | 1K - 15K | 12 Mar 2025 | 9 days | |
| 2 Dec 2024 | BUY | 1K - 15K | 5 Jan 2025 | 33 days | |
| 1 Sept 2024 | BUY | 1K - 15K | 16 Sept 2024 | 15 days | |
| 4 Jun 2024 | BUY | 1K - 15K | 13 Jun 2024 | 9 days | |
| 5 Mar 2024 | BUY | 1K - 15K | 19 Mar 2024 | 14 days | |
| 5 Dec 2023 | BUY | 1K - 15K | 18 Dec 2023 | 13 days |
Showing 1 to 20 of 50 disclosed trades
Frequently Asked Questions: Mitch McConnell Stock Portfolio
What is Mitch McConnell's estimated Net Worth?
Mitch McConnell's net worth is estimated at $70.69M based on official Congressional Financial Disclosures filed under the STOCK Act.
How are Mitch McConnell's financial disclosures tracked?
All financial records and asset transactions for Mitch McConnell are compiled directly from public Periodic Transaction Reports (PTR) and annual disclosures required by the STOCK Act of 2012.
Is it legal for Mitch McConnell to trade stocks?
Yes, under current US law, members of Congress are permitted to hold and trade securities. However, they are legally subject to the STOCK Act, requiring prompt disclosure of transactions over $1,000, and are strictly prohibited from trading on material non-public information.
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