Scott Franklin

Representative · FL-18 · R

Current term Jan 3, 2025 – Jan 3, 2027 · In the House since Jan 3, 2021

Portrait: U.S. Government Publishing Office, via unitedstates/images (public domain)

Disclosed trades

Periodic transaction reports required by the STOCK Act: purchases, sales, and exchanges of stocks, bonds, and similar assets over $1,000 by the member, a spouse, or a dependent child, due within 45 days of the transaction. Filers report a value range (a few enter an exact amount), not the price or number of shares. Reports are shown as filed. For stocks and funds with a ticker, “Price moves” shows the closing price after the trade, at disclosure, and since, with an estimate of what an amount you choose within the reported range would have gained or lost; these are estimates, not the filer’s actual results. Members who do not trade individual securities file none.

← House chamber

Scott Franklin

Representative · FL-18 · R

Current term Jan 3, 2025 – Jan 3, 2027 · In the House since Jan 3, 2021

Official website Biographical Directory

Portrait: U.S. Government Publishing Office, via unitedstates/images (public domain)

Disclosed trades

Reports filed since Jan 1, 2025 with the House Clerk, last checked Oct 23, 2026. Filings are linked to this member by the seat or chamber they held on the filing date and their name.

100 reported transactions in 12 electronically filed reports; latest filed Sep 17, 2026.

Periodic Transaction Report · filed Sep 17, 2026 · House Clerk

View original filing

Accenture plc Class A Ordinary SharesACN

Stocks (including ADRs) [ST]

Held in: Fidelity Roth IRA

Transaction date: Aug 26, 2026Filed 22 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Sep 2, 2026New

Disclosed 22 days after the trade. ACN closed at $181.38 on Aug 26, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 27, 2026	Aug 27, 2026	$187.38	+3.31%	+$265 gain
Day of disclosureSep 17, 2026	Sep 17, 2026	$190.29	+4.91%	+$393 gain
30 days afterSep 25, 2026	Sep 25, 2026	$176.11	−2.91%	−$232 loss
90 days after	Pending: first session on or after Nov 24, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$239.12	+31.8%	+$2,547 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Accenture plc Class A Ordinary SharesACN

Stocks (including ADRs) [ST]

Held in: Fidelity Roth IRA

Transaction date: Aug 26, 2026Filed 22 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Sep 2, 2026New

Disclosed 22 days after the trade. ACN closed at $181.38 on Aug 26, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 27, 2026	Aug 27, 2026	$187.38	+3.31%	+$265 gain
Day of disclosureSep 17, 2026	Sep 17, 2026	$190.29	+4.91%	+$393 gain
30 days afterSep 25, 2026	Sep 25, 2026	$176.11	−2.91%	−$232 loss
90 days after	Pending: first session on or after Nov 24, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$239.12	+31.8%	+$2,547 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Alphabet Inc. - Class C Capital StockGOOG

Stocks (including ADRs) [ST]

Held in: Fidelity Roth IRA

Transaction date: Aug 20, 2026Filed 28 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Sep 2, 2026New

Disclosed 28 days after the trade. GOOG closed at $338.20 on Aug 20, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 21, 2026	Aug 21, 2026	$341.75	+1.05%	$84 gain missed
Day of disclosureSep 17, 2026	Sep 17, 2026	$343.68	+1.62%	$130 gain missed
30 days afterSep 21, 2026	Sep 21, 2026	$350.87	+3.75%	$300 gain missed
90 days after	Pending: first session on or after Nov 18, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$336.40	−0.53%	$43 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Alphabet Inc. - Class C Capital StockGOOG

Stocks (including ADRs) [ST]

Held in: Fidelity Roth IRA

Transaction date: Aug 20, 2026Filed 28 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Sep 2, 2026New

Disclosed 28 days after the trade. GOOG closed at $338.20 on Aug 20, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 21, 2026	Aug 21, 2026	$341.75	+1.05%	$84 gain missed
Day of disclosureSep 17, 2026	Sep 17, 2026	$343.68	+1.62%	$130 gain missed
30 days afterSep 21, 2026	Sep 21, 2026	$350.87	+3.75%	$300 gain missed
90 days after	Pending: first session on or after Nov 18, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$336.40	−0.53%	$43 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Apple Inc. - Common StockAAPL

Stocks (including ADRs) [ST]

Held in: Fidelity Roth IRA

Transaction date: Aug 20, 2026Filed 28 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Sep 2, 2026New

Disclosed 28 days after the trade. AAPL closed at $311.30 on Aug 20, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 21, 2026	Aug 21, 2026	$309.35	−0.63%	$50 loss avoided
Day of disclosureSep 17, 2026	Sep 17, 2026	$337.00	+8.26%	$661 gain missed
30 days afterSep 21, 2026	Sep 21, 2026	$338.98	+8.89%	$711 gain missed
90 days after	Pending: first session on or after Nov 18, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+9.06%	$725 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

JP Morgan Chase & Co. Common StockJPM

Stocks (including ADRs) [ST]

Held in: Fidelity Roth IRA

Transaction date: Aug 20, 2026Filed 28 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Sep 2, 2026New

Disclosed 28 days after the trade. JPM closed at $351.55 on Aug 20, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 21, 2026	Aug 21, 2026	$351.58	+0.01%	$1 gain missed
Day of disclosureSep 17, 2026	Sep 17, 2026	$349.31	−0.64%	$51 loss avoided
30 days afterSep 21, 2026	Sep 21, 2026	$352.04	+0.14%	$11 gain missed
90 days after	Pending: first session on or after Nov 18, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$335.26	−4.63%	$371 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

JP Morgan Chase & Co. Common StockJPM

Stocks (including ADRs) [ST]

Held in: Fidelity Roth IRA

Transaction date: Aug 20, 2026Filed 28 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Sep 2, 2026New

Disclosed 28 days after the trade. JPM closed at $351.55 on Aug 20, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 21, 2026	Aug 21, 2026	$351.58	+0.01%	$1 gain missed
Day of disclosureSep 17, 2026	Sep 17, 2026	$349.31	−0.64%	$51 loss avoided
30 days afterSep 21, 2026	Sep 21, 2026	$352.04	+0.14%	$11 gain missed
90 days after	Pending: first session on or after Nov 18, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$335.26	−4.63%	$371 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Lord Abbett Short Duration High Yield I (LSYIX) bond fund
Corporate Securities (Bonds and Notes) [CS]
Lord Abbett Short Duration High Yield bond fund (LSYIX)
Held in: Fidelity Roth IRA
Transaction date
Aug 26, 2026Filed 22 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Sep 2, 2026New
No ticker reported

McDonald's Corporation Common StockMCD

Stocks (including ADRs) [ST]

Held in: Fidelity Roth IRA

Transaction date: Aug 26, 2026Filed 22 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Sep 2, 2026New

Disclosed 22 days after the trade. MCD closed at $266.93 on Aug 26, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 27, 2026	Aug 27, 2026	$260.06	−2.57%	−$206 loss
Day of disclosureSep 17, 2026	Sep 17, 2026	$248.48	−6.91%	−$553 loss
30 days afterSep 25, 2026	Sep 25, 2026	$236.50	−11.4%	−$912 loss
90 days after	Pending: first session on or after Nov 24, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$246.52	−7.65%	−$612 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Novo Nordisk A/S Common StockNVO

Stocks (including ADRs) [ST]

Held in: Fidelity Roth IRA

Transaction date: Aug 26, 2026Filed 22 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Sep 2, 2026New

Disclosed 22 days after the trade. NVO closed at $47.19 on Aug 26, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 27, 2026	Aug 27, 2026	$46.26	−1.97%	−$158 loss
Day of disclosureSep 17, 2026	Sep 17, 2026	$43.19	−8.48%	−$678 loss
30 days afterSep 25, 2026	Sep 25, 2026	$38.80	−17.8%	−$1,423 loss
90 days after	Pending: first session on or after Nov 24, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$39.35	−16.6%	−$1,329 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Pepsico, Inc.PEP

Stocks (including ADRs) [ST]

Held in: Fidelity Roth IRA

Transaction date: Aug 26, 2026Filed 22 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Sep 2, 2026New

Disclosed 22 days after the trade. PEP closed at $142.19 on Aug 26, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 27, 2026	Aug 27, 2026	$139.72	−1.74%	−$139 loss
Day of disclosureSep 17, 2026	Sep 17, 2026	$133.66	−6.00%	−$480 loss
30 days afterSep 25, 2026	Sep 25, 2026	$128.63	−9.54%	−$763 loss
90 days after	Pending: first session on or after Nov 24, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$134.02	−5.75%	−$460 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Pepsico, Inc.PEP

Stocks (including ADRs) [ST]

Held in: Fidelity Roth IRA

Transaction date: Aug 26, 2026Filed 22 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Sep 2, 2026New

Disclosed 22 days after the trade. PEP closed at $142.19 on Aug 26, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 27, 2026	Aug 27, 2026	$139.72	−1.74%	−$139 loss
Day of disclosureSep 17, 2026	Sep 17, 2026	$133.66	−6.00%	−$480 loss
30 days afterSep 25, 2026	Sep 25, 2026	$128.63	−9.54%	−$763 loss
90 days after	Pending: first session on or after Nov 24, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$134.02	−5.75%	−$460 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Aug 26, 2026Filed 22 days later

Member

Accenture plc Class A Ordinary SharesACNStocks (including ADRs) [ST]Held in: Fidelity Roth IRA

Purchase

$1,001 - $15,000

Notified Sep 2, 2026New

Disclosed 22 days after the trade. ACN closed at $181.38 on Aug 26, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 27, 2026	Aug 27, 2026	$187.38	+3.31%	+$265 gain
Day of disclosureSep 17, 2026	Sep 17, 2026	$190.29	+4.91%	+$393 gain
30 days afterSep 25, 2026	Sep 25, 2026	$176.11	−2.91%	−$232 loss
90 days after	Pending: first session on or after Nov 24, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$239.12	+31.8%	+$2,547 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 26, 2026Filed 22 days later

Spouse

Accenture plc Class A Ordinary SharesACNStocks (including ADRs) [ST]Held in: Fidelity Roth IRA

Purchase

$1,001 - $15,000

Notified Sep 2, 2026New

Disclosed 22 days after the trade. ACN closed at $181.38 on Aug 26, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 27, 2026	Aug 27, 2026	$187.38	+3.31%	+$265 gain
Day of disclosureSep 17, 2026	Sep 17, 2026	$190.29	+4.91%	+$393 gain
30 days afterSep 25, 2026	Sep 25, 2026	$176.11	−2.91%	−$232 loss
90 days after	Pending: first session on or after Nov 24, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$239.12	+31.8%	+$2,547 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 20, 2026Filed 28 days later

Spouse

Alphabet Inc. - Class C Capital StockGOOGStocks (including ADRs) [ST]

Disclosed 28 days after the trade. GOOG closed at $338.20 on Aug 20, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 21, 2026	Aug 21, 2026	$341.75	+1.05%	$84 gain missed
Day of disclosureSep 17, 2026	Sep 17, 2026	$343.68	+1.62%	$130 gain missed
30 days afterSep 21, 2026	Sep 21, 2026	$350.87	+3.75%	$300 gain missed
90 days after	Pending: first session on or after Nov 18, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$336.40	−0.53%	$43 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Feb 23, 2026 · House Clerk

View original filing

The Hershey Company Common StockHSY

Stocks (including ADRs) [ST]

Held in: Fidelity Roth IRA

Transaction date: Feb 10, 2026Filed 13 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Feb 12, 2026New

Disclosed 13 days after the trade. HSY closed at $229.00 on Feb 10, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeFeb 11, 2026	Feb 11, 2026	$230.85	+0.81%	$65 gain missed
Day of disclosureFeb 23, 2026	Feb 23, 2026	$226.07	−1.28%	$102 loss avoided
30 days afterMar 12, 2026	Mar 12, 2026	$215.50	−5.90%	$472 loss avoided
90 days afterMay 11, 2026	May 11, 2026	$189.23	−17.4%	$1,390 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$169.58	−25.9%	$2,076 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

The Hershey Company Common StockHSY
Stocks (including ADRs) [ST]
Held in: Fidelity Roth IRA
Transaction date
Feb 10, 2026Filed 13 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status

Periodic Transaction Report · filed Oct 22, 2025 · House Clerk
View original filing
- iShares Core S&P 500 ETFIVV
  Other [OT]
  IVV (iShares Core S&P 500 ETF) isn't shown as an option in the Stocks dropdown list, even though I have reported it on past PTRs and Annual FDs. I didn't see an option besides "Other" for entering it.
  Held in: Fidelity Roth IRA
  Location: US
  Transaction date
  Oct 14, 2025Filed 8 days later
  Type
  Purchase
  Amount (as reported)
  $1,001 - $15,000
  Owner
  Spouse
  Notified / status
  Notified Oct 21, 2025New
  Only stocks and funds are priced
- iShares Core S&P 500 ETFIVV
  Other [OT]
  IVV (iShares Core S&P 500 ETF) isn't shown as an option in the Stocks dropdown list, even though I have reported it on past PTRs and Annual FDs. I didn't see an option besides "Other" for entering it.
  Held in: Fidelity Roth IRA
  Location: US

Periodic Transaction Report · filed Aug 14, 2025 · House Clerk

View original filing

Comcast Corporation - Class A Common StockCMCSA

Stocks (including ADRs) [ST]

Held in: Fidelity Roth IRA

Transaction date: Aug 4, 2025Filed 10 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Aug 5, 2025New

Disclosed 10 days after the trade. CMCSA closed at $28.60 on Aug 4, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 5, 2025	Aug 5, 2025	$28.56	−0.15%	$12 loss avoided
Day of disclosureAug 14, 2025	Aug 14, 2025	$28.90	+1.04%	$84 gain missed
30 days afterSep 3, 2025	Sep 3, 2025	$29.77	+4.08%	$327 gain missed
90 days afterNov 3, 2025	Nov 3, 2025	$23.70	−17.1%	$1,371 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$22.36	−21.8%	$1,746 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Comcast Corporation - Class A Common StockCMCSA
Stocks (including ADRs) [ST]
Held in: Fidelity Roth IRA
Transaction date
Aug 4, 2025Filed 10 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status

Periodic Transaction Report · filed Jul 31, 2025 · House Clerk

View original filing

United Parcel Service, Inc. Common StockUPS

Stocks (including ADRs) [ST]

Held in: Fidelity Roth IRA

Transaction date: Jul 22, 2025Filed 9 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jul 23, 2025New

Disclosed 9 days after the trade. UPS closed at $101.14 on Jul 22, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 23, 2025	Jul 23, 2025	$103.53	+2.36%	$189 gain missed
Day of disclosureJul 31, 2025	Jul 31, 2025	$86.16	−14.8%	$1,185 loss avoided
30 days afterAug 21, 2025	Aug 21, 2025	$86.15	−14.8%	$1,186 loss avoided
90 days afterOct 20, 2025	Oct 20, 2025	$86.91	−14.1%	$1,126 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$98.52	−2.59%	$207 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

United Parcel Service, Inc. Common StockUPS
Stocks (including ADRs) [ST]
Held in: Fidelity Roth IRA
Transaction date
Jul 22, 2025Filed 9 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status

Periodic Transaction Report · filed Jul 14, 2025 · House Clerk

View original filing

Alphabet Inc. - Class C Capital StockGOOG

Stocks (including ADRs) [ST]

Held in: Fidelity Joint TBE

Transaction date: Jun 16, 2025Filed 28 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint
Notified / status: Notified Jun 17, 2025New

Disclosed 28 days after the trade. GOOG closed at $177.94 on Jun 16, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 17, 2025	Jun 17, 2025	$177.23	−0.40%	$32 loss avoided
Day of disclosureJul 14, 2025	Jul 14, 2025	$182.81	+2.74%	$219 gain missed
30 days afterJul 16, 2025	Jul 16, 2025	$183.77	+3.28%	$262 gain missed
90 days afterSep 15, 2025	Sep 15, 2025	$251.76	+41.5%	$3,319 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$336.40	+89.1%	$7,125 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Apple Inc. - Common StockAAPL
Stocks (including ADRs) [ST]
Held in: Fidelity Joint TBE
Transaction date
Jun 16, 2025Filed 28 days later
Type
Sale
Amount (as reported)
$15,001 - $50,000
Owner
Joint
Notified / status

Periodic Transaction Report · filed Jul 3, 2025 · House Clerk

View original filing

Accenture plc Class A Ordinary SharesACN

Stocks (including ADRs) [ST]

Held in: Fidelity Roth IRA

Comment: Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.

Transaction date: Aug 7, 2024Filed 330 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 19, 2025New

Disclosed 330 days after the trade. ACN closed at $318.02 on Aug 7, 2024; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 8, 2024	Aug 8, 2024	$315.88	−0.67%	−$54 loss
Day of disclosureJul 3, 2025	Jul 3, 2025	$304.78	−4.16%	−$333 loss
30 days afterSep 6, 2024	Sep 6, 2024	$339.84	+6.86%	+$549 gain
90 days afterNov 5, 2024	Nov 5, 2024	$345.49	+8.64%	+$691 gain
Latest closeOct 20, 2026	Oct 20, 2026	$239.12	−24.8%	−$1,985 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Air Products and Chemicals, Inc. Common Stock

Periodic Transaction Report · filed Jun 2, 2025 · House Clerk

View original filing

Union Pacific Corporation Common StockUNP

Stocks (including ADRs) [ST]

Held in: Fidelity Roth IRA

Transaction date: Apr 21, 2025Filed 42 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 3, 2025New

Disclosed 42 days after the trade. UNP closed at $216.05 on Apr 21, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeApr 22, 2025	Apr 22, 2025	$216.90	+0.39%	+$31 gain
Day of disclosureJun 2, 2025	Jun 2, 2025	$218.89	+1.31%	+$105 gain
30 days afterMay 21, 2025	May 21, 2025	$223.62	+3.50%	+$280 gain
90 days afterJul 21, 2025	Jul 21, 2025	$225.85	+4.54%	+$363 gain
Latest closeOct 20, 2026	Oct 20, 2026	$287.61	+33.1%	+$2,650 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Apr 21, 2025Filed 42 days later

Spouse

Union Pacific Corporation Common Stock

Disclosed 42 days after the trade. UNP closed at $216.05 on Apr 21, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeApr 22, 2025	Apr 22, 2025	$216.90	+0.39%	+$31 gain
Day of disclosureJun 2, 2025	Jun 2, 2025	$218.89	+1.31%	+$105 gain
30 days afterMay 21, 2025	May 21, 2025	$223.62	+3.50%	+$280 gain
90 days afterJul 21, 2025	Jul 21, 2025	$225.85	+4.54%	+$363 gain
Latest closeOct 20, 2026	Oct 20, 2026	$287.61	+33.1%	+$2,650 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Apr 17, 2025 · House Clerk

View original filing

The Baldwin Insurance Group, Inc. - Class A Common StockBWIN

Stocks (including ADRs) [ST]

Held in: Fidelity Joint TBE

Transaction date: Apr 10, 2025Filed 7 days later
Type: Partial sale
Amount (as reported): $500,001 - $1,000,000
Owner: Joint
Notified / status: Notified Apr 16, 2025New

Disclosed 7 days after the trade. BWIN closed at $41.73 on Apr 10, 2025; changes are measured from that close.

Amount within the reported $500,001–$1,000,000$750,001

Point	Session	Close	Change	On $750,001 sold
Day after the tradeApr 11, 2025	Apr 11, 2025	$42.46	+1.76%	$13,212 gain missed
Day of disclosureApr 17, 2025	Apr 17, 2025	$42.13	+0.97%	$7,280 gain missed
30 days afterMay 12, 2025	May 12, 2025	$39.37	−5.64%	$42,331 loss avoided
90 days afterJul 9, 2025	Jul 9, 2025	$40.17	−3.73%	$27,951 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$31.89	−23.6%	$176,783 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Apr 10, 2025Filed 7 days later

Joint

Disclosed 7 days after the trade. BWIN closed at $41.73 on Apr 10, 2025; changes are measured from that close.

Amount within the reported $500,001–$1,000,000$750,001

Point	Session	Close	Change	On $750,001 sold
Day after the tradeApr 11, 2025	Apr 11, 2025	$42.46	+1.76%	$13,212 gain missed
Day of disclosureApr 17, 2025	Apr 17, 2025	$42.13	+0.97%	$7,280 gain missed
30 days afterMay 12, 2025	May 12, 2025	$39.37	−5.64%	$42,331 loss avoided
90 days afterJul 9, 2025	Jul 9, 2025	$40.17	−3.73%	$27,951 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$31.89	−23.6%	$176,783 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Apr 11, 2025 · House Clerk

View original filing

Novo Nordisk A/S Common StockNVO

Stocks (including ADRs) [ST]

Held in: Fidelity Roth IRA

Transaction date: Mar 27, 2025Filed 15 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 7, 2025New

Disclosed 15 days after the trade. NVO closed at $70.16 on Mar 27, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 28, 2025	Mar 28, 2025	$69.30	−1.23%	−$98 loss
Day of disclosureApr 11, 2025	Apr 11, 2025	$64.73	−7.74%	−$619 loss
30 days afterApr 28, 2025	Apr 28, 2025	$62.62	−10.7%	−$860 loss
90 days afterJun 25, 2025	Jun 25, 2025	$67.35	−4.01%	−$320 loss
Latest closeOct 20, 2026	Oct 20, 2026	$39.35	−43.9%	−$3,514 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Novo Nordisk A/S Common StockNVO
Stocks (including ADRs) [ST]
Held in: Fidelity Traditional IRA
Transaction date
Mar 27, 2025Filed 15 days later
Type
Purchase
Amount (as reported)
$15,001 - $50,000
Owner
Member
Notified / status

Reports filed since Jan 1, 2025 with the House Clerk, last checked Oct 23, 2026. Filings are linked to this member by the seat or chamber they held on the filing date and their name.

100 reported transactions in 12 electronically filed reports; latest filed Sep 17, 2026.

Periodic Transaction Report · filed Sep 17, 2026 · House Clerk

View original filing

Accenture plc Class A Ordinary SharesACN

Stocks (including ADRs) [ST]

Held in: Fidelity Roth IRA

Transaction date: Aug 26, 2026Filed 22 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Sep 2, 2026New

Disclosed 22 days after the trade. ACN closed at $181.38 on Aug 26, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 27, 2026	Aug 27, 2026	$187.38	+3.31%	+$265 gain
Day of disclosureSep 17, 2026	Sep 17, 2026	$190.29	+4.91%	+$393 gain
30 days afterSep 25, 2026	Sep 25, 2026	$176.11	−2.91%	−$232 loss
90 days after	Pending: first session on or after Nov 24, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$239.12	+31.8%	+$2,547 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Accenture plc Class A Ordinary SharesACN

Stocks (including ADRs) [ST]

Held in: Fidelity Roth IRA

Transaction date: Aug 26, 2026Filed 22 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Sep 2, 2026New

Disclosed 22 days after the trade. ACN closed at $181.38 on Aug 26, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 27, 2026	Aug 27, 2026	$187.38	+3.31%	+$265 gain
Day of disclosureSep 17, 2026	Sep 17, 2026	$190.29	+4.91%	+$393 gain
30 days afterSep 25, 2026	Sep 25, 2026	$176.11	−2.91%	−$232 loss
90 days after	Pending: first session on or after Nov 24, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$239.12	+31.8%	+$2,547 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Alphabet Inc. - Class C Capital StockGOOG

Stocks (including ADRs) [ST]

Held in: Fidelity Roth IRA

Transaction date: Aug 20, 2026Filed 28 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Sep 2, 2026New

Disclosed 28 days after the trade. GOOG closed at $338.20 on Aug 20, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 21, 2026	Aug 21, 2026	$341.75	+1.05%	$84 gain missed
Day of disclosureSep 17, 2026	Sep 17, 2026	$343.68	+1.62%	$130 gain missed
30 days afterSep 21, 2026	Sep 21, 2026	$350.87	+3.75%	$300 gain missed
90 days after	Pending: first session on or after Nov 18, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$336.40	−0.53%	$43 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Alphabet Inc. - Class C Capital StockGOOG

Stocks (including ADRs) [ST]

Held in: Fidelity Roth IRA

Transaction date: Aug 20, 2026Filed 28 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Sep 2, 2026New

Disclosed 28 days after the trade. GOOG closed at $338.20 on Aug 20, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 21, 2026	Aug 21, 2026	$341.75	+1.05%	$84 gain missed
Day of disclosureSep 17, 2026	Sep 17, 2026	$343.68	+1.62%	$130 gain missed
30 days afterSep 21, 2026	Sep 21, 2026	$350.87	+3.75%	$300 gain missed
90 days after	Pending: first session on or after Nov 18, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$336.40	−0.53%	$43 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Apple Inc. - Common StockAAPL

Stocks (including ADRs) [ST]

Held in: Fidelity Roth IRA

Transaction date: Aug 20, 2026Filed 28 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Sep 2, 2026New

Disclosed 28 days after the trade. AAPL closed at $311.30 on Aug 20, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 21, 2026	Aug 21, 2026	$309.35	−0.63%	$50 loss avoided
Day of disclosureSep 17, 2026	Sep 17, 2026	$337.00	+8.26%	$661 gain missed
30 days afterSep 21, 2026	Sep 21, 2026	$338.98	+8.89%	$711 gain missed
90 days after	Pending: first session on or after Nov 18, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+9.06%	$725 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

JP Morgan Chase & Co. Common StockJPM

Stocks (including ADRs) [ST]

Held in: Fidelity Roth IRA

Transaction date: Aug 20, 2026Filed 28 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Sep 2, 2026New

Disclosed 28 days after the trade. JPM closed at $351.55 on Aug 20, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 21, 2026	Aug 21, 2026	$351.58	+0.01%	$1 gain missed
Day of disclosureSep 17, 2026	Sep 17, 2026	$349.31	−0.64%	$51 loss avoided
30 days afterSep 21, 2026	Sep 21, 2026	$352.04	+0.14%	$11 gain missed
90 days after	Pending: first session on or after Nov 18, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$335.26	−4.63%	$371 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

JP Morgan Chase & Co. Common StockJPM

Stocks (including ADRs) [ST]

Held in: Fidelity Roth IRA

Transaction date: Aug 20, 2026Filed 28 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Sep 2, 2026New

Disclosed 28 days after the trade. JPM closed at $351.55 on Aug 20, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 21, 2026	Aug 21, 2026	$351.58	+0.01%	$1 gain missed
Day of disclosureSep 17, 2026	Sep 17, 2026	$349.31	−0.64%	$51 loss avoided
30 days afterSep 21, 2026	Sep 21, 2026	$352.04	+0.14%	$11 gain missed
90 days after	Pending: first session on or after Nov 18, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$335.26	−4.63%	$371 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Lord Abbett Short Duration High Yield I (LSYIX) bond fund
Corporate Securities (Bonds and Notes) [CS]
Lord Abbett Short Duration High Yield bond fund (LSYIX)
Held in: Fidelity Roth IRA
Transaction date
Aug 26, 2026Filed 22 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Sep 2, 2026New
No ticker reported

McDonald's Corporation Common StockMCD

Stocks (including ADRs) [ST]

Held in: Fidelity Roth IRA

Transaction date: Aug 26, 2026Filed 22 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Sep 2, 2026New

Disclosed 22 days after the trade. MCD closed at $266.93 on Aug 26, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 27, 2026	Aug 27, 2026	$260.06	−2.57%	−$206 loss
Day of disclosureSep 17, 2026	Sep 17, 2026	$248.48	−6.91%	−$553 loss
30 days afterSep 25, 2026	Sep 25, 2026	$236.50	−11.4%	−$912 loss
90 days after	Pending: first session on or after Nov 24, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$246.52	−7.65%	−$612 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Novo Nordisk A/S Common StockNVO

Stocks (including ADRs) [ST]

Held in: Fidelity Roth IRA

Transaction date: Aug 26, 2026Filed 22 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Sep 2, 2026New

Disclosed 22 days after the trade. NVO closed at $47.19 on Aug 26, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 27, 2026	Aug 27, 2026	$46.26	−1.97%	−$158 loss
Day of disclosureSep 17, 2026	Sep 17, 2026	$43.19	−8.48%	−$678 loss
30 days afterSep 25, 2026	Sep 25, 2026	$38.80	−17.8%	−$1,423 loss
90 days after	Pending: first session on or after Nov 24, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$39.35	−16.6%	−$1,329 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Pepsico, Inc.PEP

Stocks (including ADRs) [ST]

Held in: Fidelity Roth IRA

Transaction date: Aug 26, 2026Filed 22 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Sep 2, 2026New

Disclosed 22 days after the trade. PEP closed at $142.19 on Aug 26, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 27, 2026	Aug 27, 2026	$139.72	−1.74%	−$139 loss
Day of disclosureSep 17, 2026	Sep 17, 2026	$133.66	−6.00%	−$480 loss
30 days afterSep 25, 2026	Sep 25, 2026	$128.63	−9.54%	−$763 loss
90 days after	Pending: first session on or after Nov 24, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$134.02	−5.75%	−$460 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Pepsico, Inc.PEP

Stocks (including ADRs) [ST]

Held in: Fidelity Roth IRA

Transaction date: Aug 26, 2026Filed 22 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Sep 2, 2026New

Disclosed 22 days after the trade. PEP closed at $142.19 on Aug 26, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 27, 2026	Aug 27, 2026	$139.72	−1.74%	−$139 loss
Day of disclosureSep 17, 2026	Sep 17, 2026	$133.66	−6.00%	−$480 loss
30 days afterSep 25, 2026	Sep 25, 2026	$128.63	−9.54%	−$763 loss
90 days after	Pending: first session on or after Nov 24, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$134.02	−5.75%	−$460 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Aug 26, 2026Filed 22 days later

Member

Accenture plc Class A Ordinary SharesACNStocks (including ADRs) [ST]Held in: Fidelity Roth IRA

Purchase

$1,001 - $15,000

Notified Sep 2, 2026New

Disclosed 22 days after the trade. ACN closed at $181.38 on Aug 26, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 27, 2026	Aug 27, 2026	$187.38	+3.31%	+$265 gain
Day of disclosureSep 17, 2026	Sep 17, 2026	$190.29	+4.91%	+$393 gain
30 days afterSep 25, 2026	Sep 25, 2026	$176.11	−2.91%	−$232 loss
90 days after	Pending: first session on or after Nov 24, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$239.12	+31.8%	+$2,547 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 26, 2026Filed 22 days later

Spouse

Accenture plc Class A Ordinary SharesACNStocks (including ADRs) [ST]Held in: Fidelity Roth IRA

Purchase

$1,001 - $15,000

Notified Sep 2, 2026New

Disclosed 22 days after the trade. ACN closed at $181.38 on Aug 26, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 27, 2026	Aug 27, 2026	$187.38	+3.31%	+$265 gain
Day of disclosureSep 17, 2026	Sep 17, 2026	$190.29	+4.91%	+$393 gain
30 days afterSep 25, 2026	Sep 25, 2026	$176.11	−2.91%	−$232 loss
90 days after	Pending: first session on or after Nov 24, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$239.12	+31.8%	+$2,547 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 20, 2026Filed 28 days later

Spouse

Alphabet Inc. - Class C Capital StockGOOGStocks (including ADRs) [ST]

Disclosed 28 days after the trade. GOOG closed at $338.20 on Aug 20, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 21, 2026	Aug 21, 2026	$341.75	+1.05%	$84 gain missed
Day of disclosureSep 17, 2026	Sep 17, 2026	$343.68	+1.62%	$130 gain missed
30 days afterSep 21, 2026	Sep 21, 2026	$350.87	+3.75%	$300 gain missed
90 days after	Pending: first session on or after Nov 18, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$336.40	−0.53%	$43 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Feb 23, 2026 · House Clerk

View original filing

The Hershey Company Common StockHSY

Stocks (including ADRs) [ST]

Held in: Fidelity Roth IRA

Transaction date: Feb 10, 2026Filed 13 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Feb 12, 2026New

Disclosed 13 days after the trade. HSY closed at $229.00 on Feb 10, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeFeb 11, 2026	Feb 11, 2026	$230.85	+0.81%	$65 gain missed
Day of disclosureFeb 23, 2026	Feb 23, 2026	$226.07	−1.28%	$102 loss avoided
30 days afterMar 12, 2026	Mar 12, 2026	$215.50	−5.90%	$472 loss avoided
90 days afterMay 11, 2026	May 11, 2026	$189.23	−17.4%	$1,390 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$169.58	−25.9%	$2,076 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

The Hershey Company Common StockHSY
Stocks (including ADRs) [ST]
Held in: Fidelity Roth IRA
Transaction date
Feb 10, 2026Filed 13 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status

Periodic Transaction Report · filed Oct 22, 2025 · House Clerk
View original filing
- iShares Core S&P 500 ETFIVV
  Other [OT]
  IVV (iShares Core S&P 500 ETF) isn't shown as an option in the Stocks dropdown list, even though I have reported it on past PTRs and Annual FDs. I didn't see an option besides "Other" for entering it.
  Held in: Fidelity Roth IRA
  Location: US
  Transaction date
  Oct 14, 2025Filed 8 days later
  Type
  Purchase
  Amount (as reported)
  $1,001 - $15,000
  Owner
  Spouse
  Notified / status
  Notified Oct 21, 2025New
  Only stocks and funds are priced
- iShares Core S&P 500 ETFIVV
  Other [OT]
  IVV (iShares Core S&P 500 ETF) isn't shown as an option in the Stocks dropdown list, even though I have reported it on past PTRs and Annual FDs. I didn't see an option besides "Other" for entering it.
  Held in: Fidelity Roth IRA
  Location: US

Periodic Transaction Report · filed Aug 14, 2025 · House Clerk

View original filing

Comcast Corporation - Class A Common StockCMCSA

Stocks (including ADRs) [ST]

Held in: Fidelity Roth IRA

Transaction date: Aug 4, 2025Filed 10 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Aug 5, 2025New

Disclosed 10 days after the trade. CMCSA closed at $28.60 on Aug 4, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 5, 2025	Aug 5, 2025	$28.56	−0.15%	$12 loss avoided
Day of disclosureAug 14, 2025	Aug 14, 2025	$28.90	+1.04%	$84 gain missed
30 days afterSep 3, 2025	Sep 3, 2025	$29.77	+4.08%	$327 gain missed
90 days afterNov 3, 2025	Nov 3, 2025	$23.70	−17.1%	$1,371 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$22.36	−21.8%	$1,746 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Comcast Corporation - Class A Common StockCMCSA
Stocks (including ADRs) [ST]
Held in: Fidelity Roth IRA
Transaction date
Aug 4, 2025Filed 10 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status

Periodic Transaction Report · filed Jul 31, 2025 · House Clerk

View original filing

United Parcel Service, Inc. Common StockUPS

Stocks (including ADRs) [ST]

Held in: Fidelity Roth IRA

Transaction date: Jul 22, 2025Filed 9 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jul 23, 2025New

Disclosed 9 days after the trade. UPS closed at $101.14 on Jul 22, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 23, 2025	Jul 23, 2025	$103.53	+2.36%	$189 gain missed
Day of disclosureJul 31, 2025	Jul 31, 2025	$86.16	−14.8%	$1,185 loss avoided
30 days afterAug 21, 2025	Aug 21, 2025	$86.15	−14.8%	$1,186 loss avoided
90 days afterOct 20, 2025	Oct 20, 2025	$86.91	−14.1%	$1,126 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$98.52	−2.59%	$207 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

United Parcel Service, Inc. Common StockUPS
Stocks (including ADRs) [ST]
Held in: Fidelity Roth IRA
Transaction date
Jul 22, 2025Filed 9 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status

Periodic Transaction Report · filed Jul 14, 2025 · House Clerk

View original filing

Alphabet Inc. - Class C Capital StockGOOG

Stocks (including ADRs) [ST]

Held in: Fidelity Joint TBE

Transaction date: Jun 16, 2025Filed 28 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint
Notified / status: Notified Jun 17, 2025New

Disclosed 28 days after the trade. GOOG closed at $177.94 on Jun 16, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 17, 2025	Jun 17, 2025	$177.23	−0.40%	$32 loss avoided
Day of disclosureJul 14, 2025	Jul 14, 2025	$182.81	+2.74%	$219 gain missed
30 days afterJul 16, 2025	Jul 16, 2025	$183.77	+3.28%	$262 gain missed
90 days afterSep 15, 2025	Sep 15, 2025	$251.76	+41.5%	$3,319 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$336.40	+89.1%	$7,125 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Apple Inc. - Common StockAAPL
Stocks (including ADRs) [ST]
Held in: Fidelity Joint TBE
Transaction date
Jun 16, 2025Filed 28 days later
Type
Sale
Amount (as reported)
$15,001 - $50,000
Owner
Joint
Notified / status

Periodic Transaction Report · filed Jul 3, 2025 · House Clerk

View original filing

Accenture plc Class A Ordinary SharesACN

Stocks (including ADRs) [ST]

Held in: Fidelity Roth IRA

Transaction date: Aug 7, 2024Filed 330 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 19, 2025New

Disclosed 330 days after the trade. ACN closed at $318.02 on Aug 7, 2024; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 8, 2024	Aug 8, 2024	$315.88	−0.67%	−$54 loss
Day of disclosureJul 3, 2025	Jul 3, 2025	$304.78	−4.16%	−$333 loss
30 days afterSep 6, 2024	Sep 6, 2024	$339.84	+6.86%	+$549 gain
90 days afterNov 5, 2024	Nov 5, 2024	$345.49	+8.64%	+$691 gain
Latest closeOct 20, 2026	Oct 20, 2026	$239.12	−24.8%	−$1,985 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Air Products and Chemicals, Inc. Common Stock

Periodic Transaction Report · filed Jun 2, 2025 · House Clerk

View original filing

Union Pacific Corporation Common StockUNP

Stocks (including ADRs) [ST]

Held in: Fidelity Roth IRA

Transaction date: Apr 21, 2025Filed 42 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 3, 2025New

Disclosed 42 days after the trade. UNP closed at $216.05 on Apr 21, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeApr 22, 2025	Apr 22, 2025	$216.90	+0.39%	+$31 gain
Day of disclosureJun 2, 2025	Jun 2, 2025	$218.89	+1.31%	+$105 gain
30 days afterMay 21, 2025	May 21, 2025	$223.62	+3.50%	+$280 gain
90 days afterJul 21, 2025	Jul 21, 2025	$225.85	+4.54%	+$363 gain
Latest closeOct 20, 2026	Oct 20, 2026	$287.61	+33.1%	+$2,650 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Apr 21, 2025Filed 42 days later

Spouse

Union Pacific Corporation Common Stock

Disclosed 42 days after the trade. UNP closed at $216.05 on Apr 21, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeApr 22, 2025	Apr 22, 2025	$216.90	+0.39%	+$31 gain
Day of disclosureJun 2, 2025	Jun 2, 2025	$218.89	+1.31%	+$105 gain
30 days afterMay 21, 2025	May 21, 2025	$223.62	+3.50%	+$280 gain
90 days afterJul 21, 2025	Jul 21, 2025	$225.85	+4.54%	+$363 gain
Latest closeOct 20, 2026	Oct 20, 2026	$287.61	+33.1%	+$2,650 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Apr 17, 2025 · House Clerk

View original filing

The Baldwin Insurance Group, Inc. - Class A Common StockBWIN

Stocks (including ADRs) [ST]

Held in: Fidelity Joint TBE

Transaction date: Apr 10, 2025Filed 7 days later
Type: Partial sale
Amount (as reported): $500,001 - $1,000,000
Owner: Joint
Notified / status: Notified Apr 16, 2025New

Disclosed 7 days after the trade. BWIN closed at $41.73 on Apr 10, 2025; changes are measured from that close.

Amount within the reported $500,001–$1,000,000$750,001

Point	Session	Close	Change	On $750,001 sold
Day after the tradeApr 11, 2025	Apr 11, 2025	$42.46	+1.76%	$13,212 gain missed
Day of disclosureApr 17, 2025	Apr 17, 2025	$42.13	+0.97%	$7,280 gain missed
30 days afterMay 12, 2025	May 12, 2025	$39.37	−5.64%	$42,331 loss avoided
90 days afterJul 9, 2025	Jul 9, 2025	$40.17	−3.73%	$27,951 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$31.89	−23.6%	$176,783 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Apr 10, 2025Filed 7 days later

Joint

Disclosed 7 days after the trade. BWIN closed at $41.73 on Apr 10, 2025; changes are measured from that close.

Amount within the reported $500,001–$1,000,000$750,001

Point	Session	Close	Change	On $750,001 sold
Day after the tradeApr 11, 2025	Apr 11, 2025	$42.46	+1.76%	$13,212 gain missed
Day of disclosureApr 17, 2025	Apr 17, 2025	$42.13	+0.97%	$7,280 gain missed
30 days afterMay 12, 2025	May 12, 2025	$39.37	−5.64%	$42,331 loss avoided
90 days afterJul 9, 2025	Jul 9, 2025	$40.17	−3.73%	$27,951 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$31.89	−23.6%	$176,783 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Apr 11, 2025 · House Clerk

View original filing

Novo Nordisk A/S Common StockNVO

Stocks (including ADRs) [ST]

Held in: Fidelity Roth IRA

Transaction date: Mar 27, 2025Filed 15 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 7, 2025New

Disclosed 15 days after the trade. NVO closed at $70.16 on Mar 27, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 28, 2025	Mar 28, 2025	$69.30	−1.23%	−$98 loss
Day of disclosureApr 11, 2025	Apr 11, 2025	$64.73	−7.74%	−$619 loss
30 days afterApr 28, 2025	Apr 28, 2025	$62.62	−10.7%	−$860 loss
90 days afterJun 25, 2025	Jun 25, 2025	$67.35	−4.01%	−$320 loss
Latest closeOct 20, 2026	Oct 20, 2026	$39.35	−43.9%	−$3,514 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Novo Nordisk A/S Common StockNVO
Stocks (including ADRs) [ST]
Held in: Fidelity Traditional IRA
Transaction date
Mar 27, 2025Filed 15 days later
Type
Purchase
Amount (as reported)
$15,001 - $50,000
Owner
Member
Notified / status

Aug 20, 2026Filed 28 days later

Member

Alphabet Inc. - Class C Capital StockGOOGStocks (including ADRs) [ST]Held in: Fidelity Roth IRA

Partial sale

$1,001 - $15,000

Notified Sep 2, 2026New

Disclosed 28 days after the trade. GOOG closed at $338.20 on Aug 20, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 21, 2026	Aug 21, 2026	$341.75	+1.05%	$84 gain missed
Day of disclosureSep 17, 2026	Sep 17, 2026	$343.68	+1.62%	$130 gain missed
30 days afterSep 21, 2026	Sep 21, 2026	$350.87	+3.75%	$300 gain missed
90 days after	Pending: first session on or after Nov 18, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$336.40	−0.53%	$43 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 20, 2026Filed 28 days later

Spouse

Apple Inc. - Common StockAAPLStocks (including ADRs) [ST]Held in: Fidelity Roth IRA

Partial sale

$1,001 - $15,000

Notified Sep 2, 2026New

Disclosed 28 days after the trade. AAPL closed at $311.30 on Aug 20, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 21, 2026	Aug 21, 2026	$309.35	−0.63%	$50 loss avoided
Day of disclosureSep 17, 2026	Sep 17, 2026	$337.00	+8.26%	$661 gain missed
30 days afterSep 21, 2026	Sep 21, 2026	$338.98	+8.89%	$711 gain missed
90 days after	Pending: first session on or after Nov 18, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+9.06%	$725 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 20, 2026Filed 28 days later

Member

JP Morgan Chase & Co. Common StockJPMStocks (including ADRs) [ST]Held in: Fidelity Roth IRA

Partial sale

$1,001 - $15,000

Notified Sep 2, 2026New

Disclosed 28 days after the trade. JPM closed at $351.55 on Aug 20, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 21, 2026	Aug 21, 2026	$351.58	+0.01%	$1 gain missed
Day of disclosureSep 17, 2026	Sep 17, 2026	$349.31	−0.64%	$51 loss avoided
30 days afterSep 21, 2026	Sep 21, 2026	$352.04	+0.14%	$11 gain missed
90 days after	Pending: first session on or after Nov 18, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$335.26	−4.63%	$371 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 20, 2026Filed 28 days later

Spouse

JP Morgan Chase & Co. Common StockJPMStocks (including ADRs) [ST]Held in: Fidelity Roth IRA

Partial sale

$1,001 - $15,000

Notified Sep 2, 2026New

Disclosed 28 days after the trade. JPM closed at $351.55 on Aug 20, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 21, 2026	Aug 21, 2026	$351.58	+0.01%	$1 gain missed
Day of disclosureSep 17, 2026	Sep 17, 2026	$349.31	−0.64%	$51 loss avoided
30 days afterSep 21, 2026	Sep 21, 2026	$352.04	+0.14%	$11 gain missed
90 days after	Pending: first session on or after Nov 18, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$335.26	−4.63%	$371 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 26, 2026Filed 22 days later

Spouse

McDonald's Corporation Common StockMCDStocks (including ADRs) [ST]Held in: Fidelity Roth IRA

Purchase

$1,001 - $15,000

Notified Sep 2, 2026New

Disclosed 22 days after the trade. MCD closed at $266.93 on Aug 26, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 27, 2026	Aug 27, 2026	$260.06	−2.57%	−$206 loss
Day of disclosureSep 17, 2026	Sep 17, 2026	$248.48	−6.91%	−$553 loss
30 days afterSep 25, 2026	Sep 25, 2026	$236.50	−11.4%	−$912 loss
90 days after	Pending: first session on or after Nov 24, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$246.52	−7.65%	−$612 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 26, 2026Filed 22 days later

Member

Novo Nordisk A/S Common StockNVOStocks (including ADRs) [ST]Held in: Fidelity Roth IRA

Purchase

$1,001 - $15,000

Notified Sep 2, 2026New

Disclosed 22 days after the trade. NVO closed at $47.19 on Aug 26, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 27, 2026	Aug 27, 2026	$46.26	−1.97%	−$158 loss
Day of disclosureSep 17, 2026	Sep 17, 2026	$43.19	−8.48%	−$678 loss
30 days afterSep 25, 2026	Sep 25, 2026	$38.80	−17.8%	−$1,423 loss
90 days after	Pending: first session on or after Nov 24, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$39.35	−16.6%	−$1,329 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 26, 2026Filed 22 days later

Member

Pepsico, Inc.PEPStocks (including ADRs) [ST]Held in: Fidelity Roth IRA

Purchase

$1,001 - $15,000

Notified Sep 2, 2026New

Disclosed 22 days after the trade. PEP closed at $142.19 on Aug 26, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 27, 2026	Aug 27, 2026	$139.72	−1.74%	−$139 loss
Day of disclosureSep 17, 2026	Sep 17, 2026	$133.66	−6.00%	−$480 loss
30 days afterSep 25, 2026	Sep 25, 2026	$128.63	−9.54%	−$763 loss
90 days after	Pending: first session on or after Nov 24, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$134.02	−5.75%	−$460 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 26, 2026Filed 22 days later

Spouse

Pepsico, Inc.PEPStocks (including ADRs) [ST]Held in: Fidelity Roth IRA

Purchase

$1,001 - $15,000

Notified Sep 2, 2026New

Disclosed 22 days after the trade. PEP closed at $142.19 on Aug 26, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 27, 2026	Aug 27, 2026	$139.72	−1.74%	−$139 loss
Day of disclosureSep 17, 2026	Sep 17, 2026	$133.66	−6.00%	−$480 loss
30 days afterSep 25, 2026	Sep 25, 2026	$128.63	−9.54%	−$763 loss
90 days after	Pending: first session on or after Nov 24, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$134.02	−5.75%	−$460 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Disclosed 13 days after the trade. HSY closed at $229.00 on Feb 10, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeFeb 11, 2026	Feb 11, 2026	$230.85	+0.81%	$65 gain missed
Day of disclosureFeb 23, 2026	Feb 23, 2026	$226.07	−1.28%	$102 loss avoided
30 days afterMar 12, 2026	Mar 12, 2026	$215.50	−5.90%	$472 loss avoided
90 days afterMay 11, 2026	May 11, 2026	$189.23	−17.4%	$1,390 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$169.58	−25.9%	$2,076 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

The Hershey Company Common StockHSY

Stocks (including ADRs) [ST]

Held in: Fidelity Traditional IRA

Transaction date: Feb 10, 2026Filed 13 days later
Type: Sale
Amount (as reported): $50,001 - $100,000
Owner: Member
Notified / status: Notified Feb 12, 2026New

Disclosed 13 days after the trade. HSY closed at $229.00 on Feb 10, 2026; changes are measured from that close.

Amount within the reported $50,001–$100,000$75,001

Point	Session	Close	Change	On $75,001 sold
Day after the tradeFeb 11, 2026	Feb 11, 2026	$230.85	+0.81%	$606 gain missed
Day of disclosureFeb 23, 2026	Feb 23, 2026	$226.07	−1.28%	$960 loss avoided
30 days afterMar 12, 2026	Mar 12, 2026	$215.50	−5.90%	$4,421 loss avoided
90 days afterMay 11, 2026	May 11, 2026	$189.23	−17.4%	$13,025 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$169.58	−25.9%	$19,461 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Feb 10, 2026Filed 13 days later

Member

The Hershey Company Common StockHSYStocks (including ADRs) [ST]Held in: Fidelity Roth IRA

Sale

$1,001 - $15,000

Notified Feb 12, 2026New

Disclosed 13 days after the trade. HSY closed at $229.00 on Feb 10, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeFeb 11, 2026	Feb 11, 2026	$230.85	+0.81%	$65 gain missed
Day of disclosureFeb 23, 2026	Feb 23, 2026	$226.07	−1.28%	$102 loss avoided
30 days afterMar 12, 2026	Mar 12, 2026	$215.50	−5.90%	$472 loss avoided
90 days afterMay 11, 2026	May 11, 2026	$189.23	−17.4%	$1,390 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$169.58	−25.9%	$2,076 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Feb 10, 2026Filed 13 days later

Spouse

The Hershey Company Common StockHSYStocks (including ADRs) [ST]Held in: Fidelity Roth IRA

Sale

$1,001 - $15,000

Notified Feb 12, 2026New

Disclosed 13 days after the trade. HSY closed at $229.00 on Feb 10, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeFeb 11, 2026	Feb 11, 2026	$230.85	+0.81%	$65 gain missed
Day of disclosureFeb 23, 2026	Feb 23, 2026	$226.07	−1.28%	$102 loss avoided
30 days afterMar 12, 2026	Mar 12, 2026	$215.50	−5.90%	$472 loss avoided
90 days afterMay 11, 2026	May 11, 2026	$189.23	−17.4%	$1,390 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$169.58	−25.9%	$2,076 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Feb 10, 2026Filed 13 days later

Member

The Hershey Company Common StockHSYStocks (including ADRs) [ST]Held in: Fidelity Traditional IRA

Sale

$50,001 - $100,000

Notified Feb 12, 2026New

Disclosed 13 days after the trade. HSY closed at $229.00 on Feb 10, 2026; changes are measured from that close.

Amount within the reported $50,001–$100,000$75,001

Point	Session	Close	Change	On $75,001 sold
Day after the tradeFeb 11, 2026	Feb 11, 2026	$230.85	+0.81%	$606 gain missed
Day of disclosureFeb 23, 2026	Feb 23, 2026	$226.07	−1.28%	$960 loss avoided
30 days afterMar 12, 2026	Mar 12, 2026	$215.50	−5.90%	$4,421 loss avoided
90 days afterMay 11, 2026	May 11, 2026	$189.23	−17.4%	$13,025 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$169.58	−25.9%	$19,461 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Union Pacific Corporation Common StockUNP

Stocks (including ADRs) [ST]

Held in: Fidelity Traditional IRA

Transaction date: Oct 14, 2025Filed 8 days later
Type: Purchase
Amount (as reported): $50,001 - $100,000
Owner: Member
Notified / status: Notified Oct 21, 2025New

Disclosed 8 days after the trade. UNP closed at $227.08 on Oct 14, 2025; changes are measured from that close.

Amount within the reported $50,001–$100,000$75,001

Point	Session	Close	Change	On $75,001 bought
Day after the tradeOct 15, 2025	Oct 15, 2025	$225.72	−0.60%	−$449 loss
Day of disclosureOct 22, 2025	Oct 22, 2025	$225.24	−0.81%	−$608 loss
30 days afterNov 13, 2025	Nov 13, 2025	$221.48	−2.47%	−$1,850 loss
90 days afterJan 12, 2026	Jan 12, 2026	$229.50	+1.07%	+$799 gain
Latest closeOct 20, 2026	Oct 20, 2026	$287.61	+26.7%	+$19,992 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Union Pacific Corporation Common StockUNP

Stocks (including ADRs) [ST]

Held in: Fidelity Roth IRA

Transaction date: Oct 14, 2025Filed 8 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 21, 2025New

Disclosed 8 days after the trade. UNP closed at $227.08 on Oct 14, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 15, 2025	Oct 15, 2025	$225.72	−0.60%	−$48 loss
Day of disclosureOct 22, 2025	Oct 22, 2025	$225.24	−0.81%	−$65 loss
30 days afterNov 13, 2025	Nov 13, 2025	$221.48	−2.47%	−$197 loss
90 days afterJan 12, 2026	Jan 12, 2026	$229.50	+1.07%	+$85 gain
Latest closeOct 20, 2026	Oct 20, 2026	$287.61	+26.7%	+$2,133 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Union Pacific Corporation Common StockUNP

Stocks (including ADRs) [ST]

Held in: Fidelity Roth IRA

Transaction date: Oct 14, 2025Filed 8 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Oct 21, 2025New

Disclosed 8 days after the trade. UNP closed at $227.08 on Oct 14, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 15, 2025	Oct 15, 2025	$225.72	−0.60%	−$48 loss
Day of disclosureOct 22, 2025	Oct 22, 2025	$225.24	−0.81%	−$65 loss
30 days afterNov 13, 2025	Nov 13, 2025	$221.48	−2.47%	−$197 loss
90 days afterJan 12, 2026	Jan 12, 2026	$229.50	+1.07%	+$85 gain
Latest closeOct 20, 2026	Oct 20, 2026	$287.61	+26.7%	+$2,133 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Oct 14, 2025Filed 8 days later

Spouse

iShares Core S&P 500 ETFIVVOther [OT]IVV (iShares Core S&P 500 ETF) isn't shown as an option in the Stocks dropdown list, even though I have reported it on past PTRs and Annual FDs. I didn't see an option besides "Other" for entering it.Held in: Fidelity Roth IRALocation: US

Purchase

$1,001 - $15,000

Notified Oct 21, 2025New

Only stocks and funds are priced

Oct 14, 2025Filed 8 days later

Member

Purchase

$1,001 - $15,000

Notified Oct 21, 2025New

Only stocks and funds are priced

Oct 14, 2025Filed 8 days later

Member

Purchase

$50,001 - $100,000

Notified Oct 21, 2025New

Only stocks and funds are priced

Oct 14, 2025Filed 8 days later

Member

Union Pacific Corporation Common StockUNPStocks (including ADRs) [ST]Held in: Fidelity Traditional IRA

Purchase

$50,001 - $100,000

Notified Oct 21, 2025New

Disclosed 8 days after the trade. UNP closed at $227.08 on Oct 14, 2025; changes are measured from that close.

Amount within the reported $50,001–$100,000$75,001

Point	Session	Close	Change	On $75,001 bought
Day after the tradeOct 15, 2025	Oct 15, 2025	$225.72	−0.60%	−$449 loss
Day of disclosureOct 22, 2025	Oct 22, 2025	$225.24	−0.81%	−$608 loss
30 days afterNov 13, 2025	Nov 13, 2025	$221.48	−2.47%	−$1,850 loss
90 days afterJan 12, 2026	Jan 12, 2026	$229.50	+1.07%	+$799 gain
Latest closeOct 20, 2026	Oct 20, 2026	$287.61	+26.7%	+$19,992 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Oct 14, 2025Filed 8 days later

Member

Union Pacific Corporation Common StockUNPStocks (including ADRs) [ST]Held in: Fidelity Roth IRA

Purchase

$1,001 - $15,000

Notified Oct 21, 2025New

Disclosed 8 days after the trade. UNP closed at $227.08 on Oct 14, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 15, 2025	Oct 15, 2025	$225.72	−0.60%	−$48 loss
Day of disclosureOct 22, 2025	Oct 22, 2025	$225.24	−0.81%	−$65 loss
30 days afterNov 13, 2025	Nov 13, 2025	$221.48	−2.47%	−$197 loss
90 days afterJan 12, 2026	Jan 12, 2026	$229.50	+1.07%	+$85 gain
Latest closeOct 20, 2026	Oct 20, 2026	$287.61	+26.7%	+$2,133 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Oct 14, 2025Filed 8 days later

Spouse

Union Pacific Corporation Common StockUNPStocks (including ADRs) [ST]Held in: Fidelity Roth IRA

Purchase

$1,001 - $15,000

Notified Oct 21, 2025New

Disclosed 8 days after the trade. UNP closed at $227.08 on Oct 14, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeOct 15, 2025	Oct 15, 2025	$225.72	−0.60%	−$48 loss
Day of disclosureOct 22, 2025	Oct 22, 2025	$225.24	−0.81%	−$65 loss
30 days afterNov 13, 2025	Nov 13, 2025	$221.48	−2.47%	−$197 loss
90 days afterJan 12, 2026	Jan 12, 2026	$229.50	+1.07%	+$85 gain
Latest closeOct 20, 2026	Oct 20, 2026	$287.61	+26.7%	+$2,133 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Disclosed 10 days after the trade. CMCSA closed at $28.60 on Aug 4, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 5, 2025	Aug 5, 2025	$28.56	−0.15%	$12 loss avoided
Day of disclosureAug 14, 2025	Aug 14, 2025	$28.90	+1.04%	$84 gain missed
30 days afterSep 3, 2025	Sep 3, 2025	$29.77	+4.08%	$327 gain missed
90 days afterNov 3, 2025	Nov 3, 2025	$23.70	−17.1%	$1,371 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$22.36	−21.8%	$1,746 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Comcast Corporation - Class A Common StockCMCSA

Stocks (including ADRs) [ST]

Held in: Fidelity Traditional IRA

Transaction date: Aug 4, 2025Filed 10 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Aug 5, 2025New

Disclosed 10 days after the trade. CMCSA closed at $28.60 on Aug 4, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 sold
Day after the tradeAug 5, 2025	Aug 5, 2025	$28.56	−0.15%	$50 loss avoided
Day of disclosureAug 14, 2025	Aug 14, 2025	$28.90	+1.04%	$339 gain missed
30 days afterSep 3, 2025	Sep 3, 2025	$29.77	+4.08%	$1,327 gain missed
90 days afterNov 3, 2025	Nov 3, 2025	$23.70	−17.1%	$5,570 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$22.36	−21.8%	$7,091 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Novo Nordisk A/S Common StockNVO

Stocks (including ADRs) [ST]

Held in: Fidelity Traditional IRA

Transaction date: Aug 4, 2025Filed 10 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Member
Notified / status: Notified Aug 5, 2025New

Disclosed 10 days after the trade. NVO closed at $48.81 on Aug 4, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 bought
Day after the tradeAug 5, 2025	Aug 5, 2025	$47.22	−3.26%	−$1,059 loss
Day of disclosureAug 14, 2025	Aug 14, 2025	$50.95	+4.38%	+$1,425 gain
30 days afterSep 3, 2025	Sep 3, 2025	$56.74	+16.2%	+$5,280 gain
90 days afterNov 3, 2025	Nov 3, 2025	$49.11	+0.61%	+$200 gain
Latest closeOct 20, 2026	Oct 20, 2026	$39.35	−19.4%	−$6,299 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Novo Nordisk A/S Common StockNVO

Stocks (including ADRs) [ST]

Held in: Fidelity Roth IRA

Transaction date: Aug 4, 2025Filed 10 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 5, 2025New

Disclosed 10 days after the trade. NVO closed at $48.81 on Aug 4, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 5, 2025	Aug 5, 2025	$47.22	−3.26%	−$261 loss
Day of disclosureAug 14, 2025	Aug 14, 2025	$50.95	+4.38%	+$351 gain
30 days afterSep 3, 2025	Sep 3, 2025	$56.74	+16.2%	+$1,300 gain
90 days afterNov 3, 2025	Nov 3, 2025	$49.11	+0.61%	+$49 gain
Latest closeOct 20, 2026	Oct 20, 2026	$39.35	−19.4%	−$1,551 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Novo Nordisk A/S Common StockNVO

Stocks (including ADRs) [ST]

Held in: Fidelity Traditional IRA

Transaction date: Aug 4, 2025Filed 10 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 5, 2025New

Disclosed 10 days after the trade. NVO closed at $48.81 on Aug 4, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 5, 2025	Aug 5, 2025	$47.22	−3.26%	−$261 loss
Day of disclosureAug 14, 2025	Aug 14, 2025	$50.95	+4.38%	+$351 gain
30 days afterSep 3, 2025	Sep 3, 2025	$56.74	+16.2%	+$1,300 gain
90 days afterNov 3, 2025	Nov 3, 2025	$49.11	+0.61%	+$49 gain
Latest closeOct 20, 2026	Oct 20, 2026	$39.35	−19.4%	−$1,551 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Novo Nordisk A/S Common StockNVO

Stocks (including ADRs) [ST]

Held in: Fidelity Roth IRA

Transaction date: Aug 4, 2025Filed 10 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Aug 5, 2025New

Disclosed 10 days after the trade. NVO closed at $48.81 on Aug 4, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 5, 2025	Aug 5, 2025	$47.22	−3.26%	−$261 loss
Day of disclosureAug 14, 2025	Aug 14, 2025	$50.95	+4.38%	+$351 gain
30 days afterSep 3, 2025	Sep 3, 2025	$56.74	+16.2%	+$1,300 gain
90 days afterNov 3, 2025	Nov 3, 2025	$49.11	+0.61%	+$49 gain
Latest closeOct 20, 2026	Oct 20, 2026	$39.35	−19.4%	−$1,551 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Aug 4, 2025Filed 10 days later

Spouse

Comcast Corporation - Class A Common StockCMCSAStocks (including ADRs) [ST]Held in: Fidelity Roth IRA

Sale

$1,001 - $15,000

Notified Aug 5, 2025New

Disclosed 10 days after the trade. CMCSA closed at $28.60 on Aug 4, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 5, 2025	Aug 5, 2025	$28.56	−0.15%	$12 loss avoided
Day of disclosureAug 14, 2025	Aug 14, 2025	$28.90	+1.04%	$84 gain missed
30 days afterSep 3, 2025	Sep 3, 2025	$29.77	+4.08%	$327 gain missed
90 days afterNov 3, 2025	Nov 3, 2025	$23.70	−17.1%	$1,371 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$22.36	−21.8%	$1,746 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 4, 2025Filed 10 days later

Member

Comcast Corporation - Class A Common StockCMCSAStocks (including ADRs) [ST]Held in: Fidelity Roth IRA

Sale

$1,001 - $15,000

Notified Aug 5, 2025New

Disclosed 10 days after the trade. CMCSA closed at $28.60 on Aug 4, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 5, 2025	Aug 5, 2025	$28.56	−0.15%	$12 loss avoided
Day of disclosureAug 14, 2025	Aug 14, 2025	$28.90	+1.04%	$84 gain missed
30 days afterSep 3, 2025	Sep 3, 2025	$29.77	+4.08%	$327 gain missed
90 days afterNov 3, 2025	Nov 3, 2025	$23.70	−17.1%	$1,371 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$22.36	−21.8%	$1,746 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 4, 2025Filed 10 days later

Member

Comcast Corporation - Class A Common StockCMCSAStocks (including ADRs) [ST]Held in: Fidelity Traditional IRA

Sale

$15,001 - $50,000

Notified Aug 5, 2025New

Disclosed 10 days after the trade. CMCSA closed at $28.60 on Aug 4, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 sold
Day after the tradeAug 5, 2025	Aug 5, 2025	$28.56	−0.15%	$50 loss avoided
Day of disclosureAug 14, 2025	Aug 14, 2025	$28.90	+1.04%	$339 gain missed
30 days afterSep 3, 2025	Sep 3, 2025	$29.77	+4.08%	$1,327 gain missed
90 days afterNov 3, 2025	Nov 3, 2025	$23.70	−17.1%	$5,570 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$22.36	−21.8%	$7,091 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 4, 2025Filed 10 days later

Member

Novo Nordisk A/S Common StockNVOStocks (including ADRs) [ST]Held in: Fidelity Traditional IRA

Purchase

$15,001 - $50,000

Notified Aug 5, 2025New

Disclosed 10 days after the trade. NVO closed at $48.81 on Aug 4, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 bought
Day after the tradeAug 5, 2025	Aug 5, 2025	$47.22	−3.26%	−$1,059 loss
Day of disclosureAug 14, 2025	Aug 14, 2025	$50.95	+4.38%	+$1,425 gain
30 days afterSep 3, 2025	Sep 3, 2025	$56.74	+16.2%	+$5,280 gain
90 days afterNov 3, 2025	Nov 3, 2025	$49.11	+0.61%	+$200 gain
Latest closeOct 20, 2026	Oct 20, 2026	$39.35	−19.4%	−$6,299 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 4, 2025Filed 10 days later

Member

Novo Nordisk A/S Common StockNVOStocks (including ADRs) [ST]Held in: Fidelity Roth IRA

Purchase

$1,001 - $15,000

Notified Aug 5, 2025New

Disclosed 10 days after the trade. NVO closed at $48.81 on Aug 4, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 5, 2025	Aug 5, 2025	$47.22	−3.26%	−$261 loss
Day of disclosureAug 14, 2025	Aug 14, 2025	$50.95	+4.38%	+$351 gain
30 days afterSep 3, 2025	Sep 3, 2025	$56.74	+16.2%	+$1,300 gain
90 days afterNov 3, 2025	Nov 3, 2025	$49.11	+0.61%	+$49 gain
Latest closeOct 20, 2026	Oct 20, 2026	$39.35	−19.4%	−$1,551 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 4, 2025Filed 10 days later

Member

Novo Nordisk A/S Common StockNVOStocks (including ADRs) [ST]Held in: Fidelity Traditional IRA

Purchase

$1,001 - $15,000

Notified Aug 5, 2025New

Disclosed 10 days after the trade. NVO closed at $48.81 on Aug 4, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 5, 2025	Aug 5, 2025	$47.22	−3.26%	−$261 loss
Day of disclosureAug 14, 2025	Aug 14, 2025	$50.95	+4.38%	+$351 gain
30 days afterSep 3, 2025	Sep 3, 2025	$56.74	+16.2%	+$1,300 gain
90 days afterNov 3, 2025	Nov 3, 2025	$49.11	+0.61%	+$49 gain
Latest closeOct 20, 2026	Oct 20, 2026	$39.35	−19.4%	−$1,551 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 4, 2025Filed 10 days later

Spouse

Novo Nordisk A/S Common StockNVOStocks (including ADRs) [ST]Held in: Fidelity Roth IRA

Purchase

$1,001 - $15,000

Notified Aug 5, 2025New

Disclosed 10 days after the trade. NVO closed at $48.81 on Aug 4, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 5, 2025	Aug 5, 2025	$47.22	−3.26%	−$261 loss
Day of disclosureAug 14, 2025	Aug 14, 2025	$50.95	+4.38%	+$351 gain
30 days afterSep 3, 2025	Sep 3, 2025	$56.74	+16.2%	+$1,300 gain
90 days afterNov 3, 2025	Nov 3, 2025	$49.11	+0.61%	+$49 gain
Latest closeOct 20, 2026	Oct 20, 2026	$39.35	−19.4%	−$1,551 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Disclosed 9 days after the trade. UPS closed at $101.14 on Jul 22, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 23, 2025	Jul 23, 2025	$103.53	+2.36%	$189 gain missed
Day of disclosureJul 31, 2025	Jul 31, 2025	$86.16	−14.8%	$1,185 loss avoided
30 days afterAug 21, 2025	Aug 21, 2025	$86.15	−14.8%	$1,186 loss avoided
90 days afterOct 20, 2025	Oct 20, 2025	$86.91	−14.1%	$1,126 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$98.52	−2.59%	$207 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

United Parcel Service, Inc. Common StockUPS

Stocks (including ADRs) [ST]

Held in: Fidelity Traditional IRA

Transaction date: Jul 22, 2025Filed 9 days later
Type: Sale
Amount (as reported): $50,001 - $100,000
Owner: Member
Notified / status: Notified Jul 23, 2025New

Disclosed 9 days after the trade. UPS closed at $101.14 on Jul 22, 2025; changes are measured from that close.

Amount within the reported $50,001–$100,000$75,001

Point	Session	Close	Change	On $75,001 sold
Day after the tradeJul 23, 2025	Jul 23, 2025	$103.53	+2.36%	$1,772 gain missed
Day of disclosureJul 31, 2025	Jul 31, 2025	$86.16	−14.8%	$11,109 loss avoided
30 days afterAug 21, 2025	Aug 21, 2025	$86.15	−14.8%	$11,116 loss avoided
90 days afterOct 20, 2025	Oct 20, 2025	$86.91	−14.1%	$10,552 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$98.52	−2.59%	$1,943 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Jul 22, 2025Filed 9 days later

Member

United Parcel Service, Inc. Common StockUPSStocks (including ADRs) [ST]Held in: Fidelity Roth IRA

Sale

$1,001 - $15,000

Notified Jul 23, 2025New

Disclosed 9 days after the trade. UPS closed at $101.14 on Jul 22, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 23, 2025	Jul 23, 2025	$103.53	+2.36%	$189 gain missed
Day of disclosureJul 31, 2025	Jul 31, 2025	$86.16	−14.8%	$1,185 loss avoided
30 days afterAug 21, 2025	Aug 21, 2025	$86.15	−14.8%	$1,186 loss avoided
90 days afterOct 20, 2025	Oct 20, 2025	$86.91	−14.1%	$1,126 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$98.52	−2.59%	$207 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jul 22, 2025Filed 9 days later

Spouse

United Parcel Service, Inc. Common StockUPSStocks (including ADRs) [ST]Held in: Fidelity Roth IRA

Sale

$1,001 - $15,000

Notified Jul 23, 2025New

Disclosed 9 days after the trade. UPS closed at $101.14 on Jul 22, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 23, 2025	Jul 23, 2025	$103.53	+2.36%	$189 gain missed
Day of disclosureJul 31, 2025	Jul 31, 2025	$86.16	−14.8%	$1,185 loss avoided
30 days afterAug 21, 2025	Aug 21, 2025	$86.15	−14.8%	$1,186 loss avoided
90 days afterOct 20, 2025	Oct 20, 2025	$86.91	−14.1%	$1,126 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$98.52	−2.59%	$207 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jul 22, 2025Filed 9 days later

Member

United Parcel Service, Inc. Common StockUPSStocks (including ADRs) [ST]Held in: Fidelity Traditional IRA

Sale

$50,001 - $100,000

Notified Jul 23, 2025New

Disclosed 9 days after the trade. UPS closed at $101.14 on Jul 22, 2025; changes are measured from that close.

Amount within the reported $50,001–$100,000$75,001

Point	Session	Close	Change	On $75,001 sold
Day after the tradeJul 23, 2025	Jul 23, 2025	$103.53	+2.36%	$1,772 gain missed
Day of disclosureJul 31, 2025	Jul 31, 2025	$86.16	−14.8%	$11,109 loss avoided
30 days afterAug 21, 2025	Aug 21, 2025	$86.15	−14.8%	$11,116 loss avoided
90 days afterOct 20, 2025	Oct 20, 2025	$86.91	−14.1%	$10,552 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$98.52	−2.59%	$1,943 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Disclosed 28 days after the trade. AAPL closed at $198.42 on Jun 16, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 sold
Day after the tradeJun 17, 2025	Jun 17, 2025	$195.64	−1.40%	$455 loss avoided
Day of disclosureJul 14, 2025	Jul 14, 2025	$208.62	+5.14%	$1,671 gain missed
30 days afterJul 16, 2025	Jul 16, 2025	$210.16	+5.92%	$1,923 gain missed
90 days afterSep 15, 2025	Sep 15, 2025	$236.70	+19.3%	$6,270 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+71.1%	$23,109 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Cisco Systems, Inc. - Common StockCSCO

Stocks (including ADRs) [ST]

Held in: Fidelity Joint TBE

Transaction date: Jun 16, 2025Filed 28 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint
Notified / status: Notified Jun 17, 2025New

Disclosed 28 days after the trade. CSCO closed at $65.51 on Jun 16, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 17, 2025	Jun 17, 2025	$65.33	−0.27%	$22 loss avoided
Day of disclosureJul 14, 2025	Jul 14, 2025	$67.82	+3.53%	$282 gain missed
30 days afterJul 16, 2025	Jul 16, 2025	$67.37	+2.84%	$227 gain missed
90 days afterSep 15, 2025	Sep 15, 2025	$67.02	+2.30%	$184 gain missed
Latest closeOct 21, 2026	Oct 21, 2026	$107.26	+63.7%	$5,099 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Home Depot, Inc.HD

Stocks (including ADRs) [ST]

Held in: Fidelity Joint TBE

Transaction date: Jun 16, 2025Filed 28 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint
Notified / status: Notified Jun 17, 2025New

Disclosed 28 days after the trade. HD closed at $353.56 on Jun 16, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 sold
Day after the tradeJun 17, 2025	Jun 17, 2025	$348.78	−1.35%	$439 loss avoided
Day of disclosureJul 14, 2025	Jul 14, 2025	$370.11	+4.68%	$1,521 gain missed
30 days afterJul 16, 2025	Jul 16, 2025	$357.40	+1.09%	$353 gain missed
90 days afterSep 15, 2025	Sep 15, 2025	$422.71	+19.6%	$6,357 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$315.11	−10.9%	$3,535 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Johnson & Johnson Common StockJNJ

Stocks (including ADRs) [ST]

Held in: Fidelity Joint TBE

Transaction date: Jun 16, 2025Filed 28 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint
Notified / status: Notified Jun 17, 2025New

Disclosed 28 days after the trade. JNJ closed at $155.22 on Jun 16, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 sold
Day after the tradeJun 17, 2025	Jun 17, 2025	$152.38	−1.83%	$595 loss avoided
Day of disclosureJul 14, 2025	Jul 14, 2025	$156.82	+1.03%	$335 gain missed
30 days afterJul 16, 2025	Jul 16, 2025	$164.78	+6.16%	$2,002 gain missed
90 days afterSep 15, 2025	Sep 15, 2025	$177.40	+14.3%	$4,644 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$259.36	+67.1%	$21,806 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

JP Morgan Chase & Co. Common StockJPM

Stocks (including ADRs) [ST]

Held in: Fidelity Joint TBE

Transaction date: Jun 16, 2025Filed 28 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint
Notified / status: Notified Jun 17, 2025New

Disclosed 28 days after the trade. JPM closed at $270.36 on Jun 16, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 sold
Day after the tradeJun 17, 2025	Jun 17, 2025	$269.52	−0.31%	$101 loss avoided
Day of disclosureJul 14, 2025	Jul 14, 2025	$288.70	+6.78%	$2,205 gain missed
30 days afterJul 16, 2025	Jul 16, 2025	$285.82	+5.72%	$1,859 gain missed
90 days afterSep 15, 2025	Sep 15, 2025	$308.90	+14.3%	$4,633 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$335.26	+24.0%	$7,802 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Kenvue Inc. Common StockKVUE

Stocks (including ADRs) [ST]

Held in: Fidelity Joint TBE

Transaction date: Jun 16, 2025Filed 28 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint
Notified / status: Notified Jun 17, 2025New

Disclosed 28 days after the trade. KVUE closed at $21.65 on Jun 16, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 17, 2025	Jun 17, 2025	$21.44	−0.97%	$78 loss avoided
Day of disclosureJul 14, 2025	Jul 14, 2025	$21.82	+0.79%	$63 gain missed
30 days afterJul 16, 2025	Jul 16, 2025	$21.85	+0.92%	$74 gain missed
90 days afterSep 15, 2025	Sep 15, 2025	$18.25	−15.7%	$1,257 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$19.28	−10.9%	$876 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

McDonald's Corporation Common StockMCD

Stocks (including ADRs) [ST]

Held in: Fidelity Joint TBE

Transaction date: Jun 16, 2025Filed 28 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint
Notified / status: Notified Jun 17, 2025New

Disclosed 28 days after the trade. MCD closed at $296.29 on Jun 16, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 sold
Day after the tradeJun 17, 2025	Jun 17, 2025	$292.31	−1.34%	$437 loss avoided
Day of disclosureJul 14, 2025	Jul 14, 2025	$301.88	+1.89%	$613 gain missed
30 days afterJul 16, 2025	Jul 16, 2025	$298.90	+0.88%	$286 gain missed
90 days afterSep 15, 2025	Sep 15, 2025	$302.07	+1.95%	$634 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$246.52	−16.8%	$5,459 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Merck & Company, Inc. Common StockMRK

Stocks (including ADRs) [ST]

Held in: Fidelity Joint TBE

Transaction date: Jun 16, 2025Filed 28 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint
Notified / status: Notified Jun 17, 2025New

Disclosed 28 days after the trade. MRK closed at $80.96 on Jun 16, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 17, 2025	Jun 17, 2025	$78.28	−3.31%	$265 loss avoided
Day of disclosureJul 14, 2025	Jul 14, 2025	$83.67	+3.35%	$268 gain missed
30 days afterJul 16, 2025	Jul 16, 2025	$82.43	+1.82%	$145 gain missed
90 days afterSep 15, 2025	Sep 15, 2025	$81.02	+0.07%	$6 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$148.30	+83.2%	$6,655 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Microsoft Corporation - Common StockMSFT

Stocks (including ADRs) [ST]

Held in: Fidelity Joint TBE

Transaction date: Jun 16, 2025Filed 28 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint
Notified / status: Notified Jun 17, 2025New

Disclosed 28 days after the trade. MSFT closed at $479.14 on Jun 16, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 sold
Day after the tradeJun 17, 2025	Jun 17, 2025	$478.04	−0.23%	$75 loss avoided
Day of disclosureJul 14, 2025	Jul 14, 2025	$503.02	+4.98%	$1,620 gain missed
30 days afterJul 16, 2025	Jul 16, 2025	$505.62	+5.53%	$1,796 gain missed
90 days afterSep 15, 2025	Sep 15, 2025	$515.36	+7.56%	$2,457 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+11.0%	$3,577 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Pepsico, Inc.PEP

Stocks (including ADRs) [ST]

Held in: Fidelity Joint TBE

Transaction date: Jun 16, 2025Filed 28 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint
Notified / status: Notified Jun 17, 2025New

Disclosed 28 days after the trade. PEP closed at $131.41 on Jun 16, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 17, 2025	Jun 17, 2025	$129.29	−1.61%	$129 loss avoided
Day of disclosureJul 14, 2025	Jul 14, 2025	$135.57	+3.17%	$253 gain missed
30 days afterJul 16, 2025	Jul 16, 2025	$135.35	+3.00%	$240 gain missed
90 days afterSep 15, 2025	Sep 15, 2025	$140.64	+7.02%	$562 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$134.02	+1.99%	$159 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Procter & Gamble CompanyPG

Stocks (including ADRs) [ST]

Held in: Fidelity Joint TBE

Transaction date: Jun 16, 2025Filed 28 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint
Notified / status: Notified Jun 17, 2025New

Disclosed 28 days after the trade. PG closed at $160.88 on Jun 16, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 sold
Day after the tradeJun 17, 2025	Jun 17, 2025	$158.52	−1.47%	$477 loss avoided
Day of disclosureJul 14, 2025	Jul 14, 2025	$153.76	−4.43%	$1,438 loss avoided
30 days afterJul 16, 2025	Jul 16, 2025	$153.73	−4.44%	$1,444 loss avoided
90 days afterSep 15, 2025	Sep 15, 2025	$156.83	−2.52%	$818 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$159.32	−0.97%	$315 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

United Parcel Service, Inc. Common StockUPS

Stocks (including ADRs) [ST]

Held in: Fidelity Joint TBE

Transaction date: Jun 16, 2025Filed 28 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint
Notified / status: Notified Jun 17, 2025New

Disclosed 28 days after the trade. UPS closed at $101.09 on Jun 16, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 17, 2025	Jun 17, 2025	$99.67	−1.40%	$112 loss avoided
Day of disclosureJul 14, 2025	Jul 14, 2025	$100.12	−0.96%	$77 loss avoided
30 days afterJul 16, 2025	Jul 16, 2025	$99.63	−1.44%	$116 loss avoided
90 days afterSep 15, 2025	Sep 15, 2025	$84.02	−16.9%	$1,351 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$98.52	−2.54%	$203 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Visa Inc.V

Stocks (including ADRs) [ST]

Held in: Fidelity Joint TBE

Transaction date: Jun 16, 2025Filed 28 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint
Notified / status: Notified Jun 17, 2025New

Disclosed 28 days after the trade. V closed at $355.48 on Jun 16, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 sold
Day after the tradeJun 17, 2025	Jun 17, 2025	$357.84	+0.66%	$216 gain missed
Day of disclosureJul 14, 2025	Jul 14, 2025	$350.50	−1.40%	$455 loss avoided
30 days afterJul 16, 2025	Jul 16, 2025	$349.90	−1.57%	$510 loss avoided
90 days afterSep 15, 2025	Sep 15, 2025	$339.05	−4.62%	$1,502 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$406.57	+14.4%	$4,671 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Walmart Inc. Common StockWMT

Stocks (including ADRs) [ST]

Held in: Fidelity Joint TBE

Transaction date: Jun 16, 2025Filed 28 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint
Notified / status: Notified Jun 17, 2025New

Disclosed 28 days after the trade. WMT closed at $94.29 on Jun 16, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 sold
Day after the tradeJun 17, 2025	Jun 17, 2025	$94.25	−0.04%	$14 loss avoided
Day of disclosureJul 14, 2025	Jul 14, 2025	$95.78	+1.58%	$514 gain missed
30 days afterJul 16, 2025	Jul 16, 2025	$95.15	+0.91%	$296 gain missed
90 days afterSep 15, 2025	Sep 15, 2025	$103.69	+9.97%	$3,240 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$117.85	+25.0%	$8,121 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Jun 16, 2025Filed 28 days later

Joint

Alphabet Inc. - Class C Capital StockGOOGStocks (including ADRs) [ST]Held in: Fidelity Joint TBE

Sale

$1,001 - $15,000

Notified Jun 17, 2025New

Disclosed 28 days after the trade. GOOG closed at $177.94 on Jun 16, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 17, 2025	Jun 17, 2025	$177.23	−0.40%	$32 loss avoided
Day of disclosureJul 14, 2025	Jul 14, 2025	$182.81	+2.74%	$219 gain missed
30 days afterJul 16, 2025	Jul 16, 2025	$183.77	+3.28%	$262 gain missed
90 days afterSep 15, 2025	Sep 15, 2025	$251.76	+41.5%	$3,319 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$336.40	+89.1%	$7,125 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jun 16, 2025Filed 28 days later

Joint

Apple Inc. - Common StockAAPLStocks (including ADRs) [ST]Held in: Fidelity Joint TBE

Sale

$15,001 - $50,000

Notified Jun 17, 2025New

Disclosed 28 days after the trade. AAPL closed at $198.42 on Jun 16, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 sold
Day after the tradeJun 17, 2025	Jun 17, 2025	$195.64	−1.40%	$455 loss avoided
Day of disclosureJul 14, 2025	Jul 14, 2025	$208.62	+5.14%	$1,671 gain missed
30 days afterJul 16, 2025	Jul 16, 2025	$210.16	+5.92%	$1,923 gain missed
90 days afterSep 15, 2025	Sep 15, 2025	$236.70	+19.3%	$6,270 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+71.1%	$23,109 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jun 16, 2025Filed 28 days later

Joint

Berkshire Hathaway Inc. New Common StockBRK.BStocks (including ADRs) [ST]Held in: Fidelity Joint TBE

Sale

$15,001 - $50,000

Notified Jun 17, 2025New

No prices found

Jun 16, 2025Filed 28 days later

Joint

Cisco Systems, Inc. - Common StockCSCOStocks (including ADRs) [ST]Held in: Fidelity Joint TBE

Sale

$1,001 - $15,000

Notified Jun 17, 2025New

Disclosed 28 days after the trade. CSCO closed at $65.51 on Jun 16, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 17, 2025	Jun 17, 2025	$65.33	−0.27%	$22 loss avoided
Day of disclosureJul 14, 2025	Jul 14, 2025	$67.82	+3.53%	$282 gain missed
30 days afterJul 16, 2025	Jul 16, 2025	$67.37	+2.84%	$227 gain missed
90 days afterSep 15, 2025	Sep 15, 2025	$67.02	+2.30%	$184 gain missed
Latest closeOct 21, 2026	Oct 21, 2026	$107.26	+63.7%	$5,099 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jun 16, 2025Filed 28 days later

Joint

Home Depot, Inc.HDStocks (including ADRs) [ST]Held in: Fidelity Joint TBE

Sale

$15,001 - $50,000

Notified Jun 17, 2025New

Disclosed 28 days after the trade. HD closed at $353.56 on Jun 16, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 sold
Day after the tradeJun 17, 2025	Jun 17, 2025	$348.78	−1.35%	$439 loss avoided
Day of disclosureJul 14, 2025	Jul 14, 2025	$370.11	+4.68%	$1,521 gain missed
30 days afterJul 16, 2025	Jul 16, 2025	$357.40	+1.09%	$353 gain missed
90 days afterSep 15, 2025	Sep 15, 2025	$422.71	+19.6%	$6,357 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$315.11	−10.9%	$3,535 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jun 16, 2025Filed 28 days later

Joint

Johnson & Johnson Common StockJNJStocks (including ADRs) [ST]Held in: Fidelity Joint TBE

Sale

$15,001 - $50,000

Notified Jun 17, 2025New

Disclosed 28 days after the trade. JNJ closed at $155.22 on Jun 16, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 sold
Day after the tradeJun 17, 2025	Jun 17, 2025	$152.38	−1.83%	$595 loss avoided
Day of disclosureJul 14, 2025	Jul 14, 2025	$156.82	+1.03%	$335 gain missed
30 days afterJul 16, 2025	Jul 16, 2025	$164.78	+6.16%	$2,002 gain missed
90 days afterSep 15, 2025	Sep 15, 2025	$177.40	+14.3%	$4,644 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$259.36	+67.1%	$21,806 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jun 16, 2025Filed 28 days later

Joint

JP Morgan Chase & Co. Common StockJPMStocks (including ADRs) [ST]Held in: Fidelity Joint TBE

Sale

$15,001 - $50,000

Notified Jun 17, 2025New

Disclosed 28 days after the trade. JPM closed at $270.36 on Jun 16, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 sold
Day after the tradeJun 17, 2025	Jun 17, 2025	$269.52	−0.31%	$101 loss avoided
Day of disclosureJul 14, 2025	Jul 14, 2025	$288.70	+6.78%	$2,205 gain missed
30 days afterJul 16, 2025	Jul 16, 2025	$285.82	+5.72%	$1,859 gain missed
90 days afterSep 15, 2025	Sep 15, 2025	$308.90	+14.3%	$4,633 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$335.26	+24.0%	$7,802 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jun 16, 2025Filed 28 days later

Joint

Kenvue Inc. Common StockKVUEStocks (including ADRs) [ST]Held in: Fidelity Joint TBE

Sale

$1,001 - $15,000

Notified Jun 17, 2025New

Disclosed 28 days after the trade. KVUE closed at $21.65 on Jun 16, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 17, 2025	Jun 17, 2025	$21.44	−0.97%	$78 loss avoided
Day of disclosureJul 14, 2025	Jul 14, 2025	$21.82	+0.79%	$63 gain missed
30 days afterJul 16, 2025	Jul 16, 2025	$21.85	+0.92%	$74 gain missed
90 days afterSep 15, 2025	Sep 15, 2025	$18.25	−15.7%	$1,257 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$19.28	−10.9%	$876 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jun 16, 2025Filed 28 days later

Joint

McDonald's Corporation Common StockMCDStocks (including ADRs) [ST]Held in: Fidelity Joint TBE

Sale

$15,001 - $50,000

Notified Jun 17, 2025New

Disclosed 28 days after the trade. MCD closed at $296.29 on Jun 16, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 sold
Day after the tradeJun 17, 2025	Jun 17, 2025	$292.31	−1.34%	$437 loss avoided
Day of disclosureJul 14, 2025	Jul 14, 2025	$301.88	+1.89%	$613 gain missed
30 days afterJul 16, 2025	Jul 16, 2025	$298.90	+0.88%	$286 gain missed
90 days afterSep 15, 2025	Sep 15, 2025	$302.07	+1.95%	$634 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$246.52	−16.8%	$5,459 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jun 16, 2025Filed 28 days later

Joint

Merck & Company, Inc. Common StockMRKStocks (including ADRs) [ST]Held in: Fidelity Joint TBE

Sale

$1,001 - $15,000

Notified Jun 17, 2025New

Disclosed 28 days after the trade. MRK closed at $80.96 on Jun 16, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 17, 2025	Jun 17, 2025	$78.28	−3.31%	$265 loss avoided
Day of disclosureJul 14, 2025	Jul 14, 2025	$83.67	+3.35%	$268 gain missed
30 days afterJul 16, 2025	Jul 16, 2025	$82.43	+1.82%	$145 gain missed
90 days afterSep 15, 2025	Sep 15, 2025	$81.02	+0.07%	$6 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$148.30	+83.2%	$6,655 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jun 16, 2025Filed 28 days later

Joint

Microsoft Corporation - Common StockMSFTStocks (including ADRs) [ST]Held in: Fidelity Joint TBE

Sale

$15,001 - $50,000

Notified Jun 17, 2025New

Disclosed 28 days after the trade. MSFT closed at $479.14 on Jun 16, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 sold
Day after the tradeJun 17, 2025	Jun 17, 2025	$478.04	−0.23%	$75 loss avoided
Day of disclosureJul 14, 2025	Jul 14, 2025	$503.02	+4.98%	$1,620 gain missed
30 days afterJul 16, 2025	Jul 16, 2025	$505.62	+5.53%	$1,796 gain missed
90 days afterSep 15, 2025	Sep 15, 2025	$515.36	+7.56%	$2,457 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+11.0%	$3,577 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jun 16, 2025Filed 28 days later

Joint

Pepsico, Inc.PEPStocks (including ADRs) [ST]Held in: Fidelity Joint TBE

Sale

$1,001 - $15,000

Notified Jun 17, 2025New

Disclosed 28 days after the trade. PEP closed at $131.41 on Jun 16, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 17, 2025	Jun 17, 2025	$129.29	−1.61%	$129 loss avoided
Day of disclosureJul 14, 2025	Jul 14, 2025	$135.57	+3.17%	$253 gain missed
30 days afterJul 16, 2025	Jul 16, 2025	$135.35	+3.00%	$240 gain missed
90 days afterSep 15, 2025	Sep 15, 2025	$140.64	+7.02%	$562 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$134.02	+1.99%	$159 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jun 16, 2025Filed 28 days later

Joint

Procter & Gamble CompanyPGStocks (including ADRs) [ST]Held in: Fidelity Joint TBE

Sale

$15,001 - $50,000

Notified Jun 17, 2025New

Disclosed 28 days after the trade. PG closed at $160.88 on Jun 16, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 sold
Day after the tradeJun 17, 2025	Jun 17, 2025	$158.52	−1.47%	$477 loss avoided
Day of disclosureJul 14, 2025	Jul 14, 2025	$153.76	−4.43%	$1,438 loss avoided
30 days afterJul 16, 2025	Jul 16, 2025	$153.73	−4.44%	$1,444 loss avoided
90 days afterSep 15, 2025	Sep 15, 2025	$156.83	−2.52%	$818 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$159.32	−0.97%	$315 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jun 16, 2025Filed 28 days later

Joint

United Parcel Service, Inc. Common StockUPSStocks (including ADRs) [ST]Held in: Fidelity Joint TBE

Sale

$1,001 - $15,000

Notified Jun 17, 2025New

Disclosed 28 days after the trade. UPS closed at $101.09 on Jun 16, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 17, 2025	Jun 17, 2025	$99.67	−1.40%	$112 loss avoided
Day of disclosureJul 14, 2025	Jul 14, 2025	$100.12	−0.96%	$77 loss avoided
30 days afterJul 16, 2025	Jul 16, 2025	$99.63	−1.44%	$116 loss avoided
90 days afterSep 15, 2025	Sep 15, 2025	$84.02	−16.9%	$1,351 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$98.52	−2.54%	$203 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jun 16, 2025Filed 28 days later

Joint

Visa Inc.VStocks (including ADRs) [ST]Held in: Fidelity Joint TBE

Sale

$15,001 - $50,000

Notified Jun 17, 2025New

Disclosed 28 days after the trade. V closed at $355.48 on Jun 16, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 sold
Day after the tradeJun 17, 2025	Jun 17, 2025	$357.84	+0.66%	$216 gain missed
Day of disclosureJul 14, 2025	Jul 14, 2025	$350.50	−1.40%	$455 loss avoided
30 days afterJul 16, 2025	Jul 16, 2025	$349.90	−1.57%	$510 loss avoided
90 days afterSep 15, 2025	Sep 15, 2025	$339.05	−4.62%	$1,502 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$406.57	+14.4%	$4,671 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jun 16, 2025Filed 28 days later

Joint

Walmart Inc. Common StockWMTStocks (including ADRs) [ST]Held in: Fidelity Joint TBE

Sale

$15,001 - $50,000

Notified Jun 17, 2025New

Disclosed 28 days after the trade. WMT closed at $94.29 on Jun 16, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 sold
Day after the tradeJun 17, 2025	Jun 17, 2025	$94.25	−0.04%	$14 loss avoided
Day of disclosureJul 14, 2025	Jul 14, 2025	$95.78	+1.58%	$514 gain missed
30 days afterJul 16, 2025	Jul 16, 2025	$95.15	+0.91%	$296 gain missed
90 days afterSep 15, 2025	Sep 15, 2025	$103.69	+9.97%	$3,240 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$117.85	+25.0%	$8,121 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Disclosed 330 days after the trade. APD closed at $277.44 on Aug 7, 2024; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 8, 2024	Aug 8, 2024	$279.21	+0.64%	+$51 gain
Day of disclosureJul 3, 2025	Jul 3, 2025	$291.84	+5.19%	+$415 gain
30 days afterSep 6, 2024	Sep 6, 2024	$268.71	−3.15%	−$252 loss
90 days afterNov 5, 2024	Nov 5, 2024	$306.37	+10.4%	+$834 gain
Latest closeOct 20, 2026	Oct 20, 2026	$302.58	+9.06%	+$725 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Alphabet Inc. - Class C Capital StockGOOG

Stocks (including ADRs) [ST]

Held in: Fidelity Roth IRA

Transaction date: Aug 7, 2024Filed 330 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 19, 2025New

Disclosed 330 days after the trade. GOOG closed at $160.75 on Aug 7, 2024; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 8, 2024	Aug 8, 2024	$163.84	+1.92%	+$154 gain
Day of disclosureJul 3, 2025	Jul 3, 2025	$180.55	+12.3%	+$986 gain
30 days afterSep 6, 2024	Sep 6, 2024	$152.13	−5.36%	−$429 loss
90 days afterNov 5, 2024	Nov 5, 2024	$171.41	+6.63%	+$531 gain
Latest closeOct 20, 2026	Oct 20, 2026	$336.40	+109.3%	+$8,743 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Amgen Inc. - Common StockAMGN

Stocks (including ADRs) [ST]

Held in: Fidelity Roth IRA

Transaction date: Aug 7, 2024Filed 330 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 19, 2025New

Disclosed 330 days after the trade. AMGN closed at $312.50 on Aug 7, 2024; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 8, 2024	Aug 8, 2024	$324.69	+3.90%	+$312 gain
Day of disclosureJul 3, 2025	Jul 3, 2025	$298.24	−4.56%	−$365 loss
30 days afterSep 6, 2024	Sep 6, 2024	$320.56	+2.58%	+$206 gain
90 days afterNov 5, 2024	Nov 5, 2024	$319.29	+2.17%	+$174 gain
Latest closeOct 20, 2026	Oct 20, 2026	$438.94	+40.5%	+$3,237 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Apple Inc. - Common StockAAPL

Stocks (including ADRs) [ST]

Held in: Fidelity Roth IRA

Transaction date: Aug 7, 2024Filed 330 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 19, 2025New

Disclosed 330 days after the trade. AAPL closed at $209.82 on Aug 7, 2024; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 8, 2024	Aug 8, 2024	$213.31	+1.66%	+$133 gain
Day of disclosureJul 3, 2025	Jul 3, 2025	$213.55	+1.78%	+$142 gain
30 days afterSep 6, 2024	Sep 6, 2024	$220.82	+5.24%	+$419 gain
90 days afterNov 5, 2024	Nov 5, 2024	$223.45	+6.50%	+$520 gain
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+61.8%	+$4,945 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Apple Inc. - Common StockAAPL

Stocks (including ADRs) [ST]

Held in: Fidelity Joint TBE

Comment: Our broker sold partial holdings of four different shares (WMT, SBUX, BRKB and AAPL) on 1/30/24 for a total of $25,380.79. He failed to advise me of these transactions and I only discovered it when trying to reconcile my holdings for the 2024 financial disclosure..

Transaction date: Jan 30, 2024Filed 520 days later · past 45 days
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint
Notified / status: Notified May 19, 2025New

Disclosed 520 days after the trade. AAPL closed at $188.04 on Jan 30, 2024; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJan 31, 2024	Jan 31, 2024	$184.40	−1.94%	$155 loss avoided
Day of disclosureJul 3, 2025	Jul 3, 2025	$213.55	+13.6%	$1,085 gain missed
30 days afterFeb 29, 2024	Feb 29, 2024	$180.75	−3.88%	$310 loss avoided
90 days afterApr 29, 2024	Apr 29, 2024	$173.50	−7.73%	$619 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+80.5%	$6,445 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Automatic Data Processing, Inc. - Common StockADP

Stocks (including ADRs) [ST]

Held in: Fidelity Roth IRA

Comment: Our broker purchased shares of of ADP and ITW in my spouse's Roth IRA on 9/25/24. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.

Transaction date: Sep 25, 2024Filed 281 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 19, 2025New

Disclosed 281 days after the trade. ADP closed at $275.25 on Sep 25, 2024; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 26, 2024	Sep 26, 2024	$274.43	−0.30%	−$24 loss
Day of disclosureJul 3, 2025	Jul 3, 2025	$309.20	+12.3%	+$987 gain
30 days afterOct 25, 2024	Oct 25, 2024	$287.96	+4.62%	+$369 gain
90 days afterDec 24, 2024	Dec 24, 2024	$296.46	+7.71%	+$617 gain
Latest closeOct 20, 2026	Oct 20, 2026	$292.75	+6.36%	+$509 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Chubb Limited Common StockCB

Stocks (including ADRs) [ST]

Held in: Fidelity Roth IRA

Transaction date: Aug 7, 2024Filed 330 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 19, 2025New

Disclosed 330 days after the trade. CB closed at $265.71 on Aug 7, 2024; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 8, 2024	Aug 8, 2024	$269.22	+1.32%	+$106 gain
Day of disclosureJul 3, 2025	Jul 3, 2025	$283.80	+6.81%	+$545 gain
30 days afterSep 6, 2024	Sep 6, 2024	$287.50	+8.20%	+$656 gain
90 days afterNov 5, 2024	Nov 5, 2024	$277.29	+4.36%	+$349 gain
Latest closeOct 20, 2026	Oct 20, 2026	$357.75	+34.6%	+$2,771 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Comcast Corporation - Class A Common StockCMCSA

Stocks (including ADRs) [ST]

Held in: Fidelity Roth IRA

Transaction date: Aug 7, 2024Filed 330 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 19, 2025New

Disclosed 330 days after the trade. CMCSA closed at $36.09 on Aug 7, 2024; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 8, 2024	Aug 8, 2024	$36.88	+2.18%	+$175 gain
Day of disclosureJul 3, 2025	Jul 3, 2025	$31.61	−12.4%	−$993 loss
30 days afterSep 6, 2024	Sep 6, 2024	$37.12	+2.86%	+$229 gain
90 days afterNov 5, 2024	Nov 5, 2024	$39.89	+10.5%	+$841 gain
Latest closeOct 20, 2026	Oct 20, 2026	$22.36	−38.0%	−$3,044 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Costco Wholesale Corporation - Common StockCOST

Stocks (including ADRs) [ST]

Held in: Fidelity Roth IRA

Transaction date: Aug 7, 2024Filed 330 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 19, 2025New

Disclosed 330 days after the trade. COST closed at $810.30 on Aug 7, 2024; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 8, 2024	Aug 8, 2024	$839.43	+3.59%	+$288 gain
Day of disclosureJul 3, 2025	Jul 3, 2025	$987.02	+21.8%	+$1,745 gain
30 days afterSep 6, 2024	Sep 6, 2024	$876.68	+8.19%	+$655 gain
90 days afterNov 5, 2024	Nov 5, 2024	$890.17	+9.86%	+$789 gain
Latest closeOct 20, 2026	Oct 20, 2026	$994.61	+22.7%	+$1,820 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

General Dynamics Corporation Common StockGD

Stocks (including ADRs) [ST]

Held in: Fidelity Roth IRA

Transaction date: Aug 7, 2024Filed 330 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 19, 2025New

Disclosed 330 days after the trade. GD closed at $287.17 on Aug 7, 2024; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 8, 2024	Aug 8, 2024	$290.80	+1.26%	+$101 gain
Day of disclosureJul 3, 2025	Jul 3, 2025	$294.76	+2.64%	+$211 gain
30 days afterSep 6, 2024	Sep 6, 2024	$292.78	+1.95%	+$156 gain
90 days afterNov 5, 2024	Nov 5, 2024	$296.65	+3.30%	+$264 gain
Latest closeOct 20, 2026	Oct 20, 2026	$344.44	+19.9%	+$1,596 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Home Depot, Inc.HD

Stocks (including ADRs) [ST]

Held in: Fidelity Roth IRA

Transaction date: Aug 7, 2024Filed 330 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 19, 2025New

Disclosed 330 days after the trade. HD closed at $342.40 on Aug 7, 2024; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 8, 2024	Aug 8, 2024	$348.34	+1.73%	+$139 gain
Day of disclosureJul 3, 2025	Jul 3, 2025	$371.68	+8.55%	+$684 gain
30 days afterSep 6, 2024	Sep 6, 2024	$360.05	+5.15%	+$412 gain
90 days afterNov 5, 2024	Nov 5, 2024	$400.09	+16.8%	+$1,348 gain
Latest closeOct 20, 2026	Oct 20, 2026	$315.11	−7.97%	−$638 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Illinois Tool Works Inc. Common StockITW

Stocks (including ADRs) [ST]

Held in: Fidelity Roth IRA

Comment: Our broker purchased shares of ADP and ITW in my spouse's Roth IRA on 9/25/24. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.

Transaction date: Sep 25, 2024Filed 281 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 19, 2025New

Disclosed 281 days after the trade. ITW closed at $258.06 on Sep 25, 2024; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 26, 2024	Sep 26, 2024	$262.00	+1.53%	+$122 gain
Day of disclosureJul 3, 2025	Jul 3, 2025	$258.50	+0.17%	+$14 gain
30 days afterOct 25, 2024	Oct 25, 2024	$254.08	−1.54%	−$123 loss
90 days afterDec 24, 2024	Dec 24, 2024	$259.17	+0.43%	+$34 gain
Latest closeOct 20, 2026	Oct 20, 2026	$274.97	+6.55%	+$524 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Johnson & Johnson Common StockJNJ

Stocks (including ADRs) [ST]

Held in: Fidelity Roth IRA

Transaction date: Aug 7, 2024Filed 330 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 19, 2025New

Disclosed 330 days after the trade. JNJ closed at $158.90 on Aug 7, 2024; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 8, 2024	Aug 8, 2024	$160.22	+0.83%	+$66 gain
Day of disclosureJul 3, 2025	Jul 3, 2025	$156.01	−1.82%	−$146 loss
30 days afterSep 6, 2024	Sep 6, 2024	$164.38	+3.45%	+$276 gain
90 days afterNov 5, 2024	Nov 5, 2024	$158.35	−0.35%	−$28 loss
Latest closeOct 20, 2026	Oct 20, 2026	$259.36	+63.2%	+$5,058 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

JP Morgan Chase & Co. Common StockJPM

Stocks (including ADRs) [ST]

Held in: Fidelity Roth IRA

Transaction date: Aug 7, 2024Filed 330 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 19, 2025New

Disclosed 330 days after the trade. JPM closed at $200.40 on Aug 7, 2024; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 8, 2024	Aug 8, 2024	$204.06	+1.83%	+$146 gain
Day of disclosureJul 3, 2025	Jul 3, 2025	$296.00	+47.7%	+$3,817 gain
30 days afterSep 6, 2024	Sep 6, 2024	$212.46	+6.02%	+$481 gain
90 days afterNov 5, 2024	Nov 5, 2024	$221.49	+10.5%	+$842 gain
Latest closeOct 20, 2026	Oct 20, 2026	$335.26	+67.3%	+$5,384 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Lockheed Martin Corporation Common StockLMT

Stocks (including ADRs) [ST]

Held in: Fidelity Roth IRA

Transaction date: Aug 7, 2024Filed 330 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 19, 2025New

Disclosed 330 days after the trade. LMT closed at $548.51 on Aug 7, 2024; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 8, 2024	Aug 8, 2024	$551.62	+0.57%	+$45 gain
Day of disclosureJul 3, 2025	Jul 3, 2025	$462.52	−15.7%	−$1,254 loss
30 days afterSep 6, 2024	Sep 6, 2024	$566.63	+3.30%	+$264 gain
90 days afterNov 5, 2024	Nov 5, 2024	$546.75	−0.32%	−$26 loss
Latest closeOct 20, 2026	Oct 20, 2026	$548.71	+0.04%	+$3 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

McDonald's Corporation Common StockMCD

Stocks (including ADRs) [ST]

Held in: Fidelity Roth IRA

Transaction date: Aug 7, 2024Filed 330 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 19, 2025New

Disclosed 330 days after the trade. MCD closed at $269.37 on Aug 7, 2024; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 8, 2024	Aug 8, 2024	$271.19	+0.68%	+$54 gain
Day of disclosureJul 3, 2025	Jul 3, 2025	$294.08	+9.17%	+$734 gain
30 days afterSep 6, 2024	Sep 6, 2024	$289.51	+7.48%	+$598 gain
90 days afterNov 5, 2024	Nov 5, 2024	$297.32	+10.4%	+$830 gain
Latest closeOct 20, 2026	Oct 20, 2026	$246.52	−8.48%	−$679 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Merck & Company, Inc. Common StockMRK

Stocks (including ADRs) [ST]

Held in: Fidelity Roth IRA

Transaction date: Aug 7, 2024Filed 330 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 19, 2025New

Disclosed 330 days after the trade. MRK closed at $112.49 on Aug 7, 2024; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 8, 2024	Aug 8, 2024	$113.92	+1.27%	+$102 gain
Day of disclosureJul 3, 2025	Jul 3, 2025	$80.93	−28.1%	−$2,245 loss
30 days afterSep 6, 2024	Sep 6, 2024	$117.84	+4.76%	+$381 gain
90 days afterNov 5, 2024	Nov 5, 2024	$101.65	−9.64%	−$771 loss
Latest closeOct 20, 2026	Oct 20, 2026	$148.30	+31.8%	+$2,547 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Microsoft Corporation - Common StockMSFT

Stocks (including ADRs) [ST]

Held in: Fidelity Roth IRA

Transaction date: Aug 7, 2024Filed 330 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 19, 2025New

Disclosed 330 days after the trade. MSFT closed at $398.43 on Aug 7, 2024; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 8, 2024	Aug 8, 2024	$402.69	+1.07%	+$86 gain
Day of disclosureJul 3, 2025	Jul 3, 2025	$498.84	+25.2%	+$2,016 gain
30 days afterSep 6, 2024	Sep 6, 2024	$401.70	+0.82%	+$66 gain
90 days afterNov 5, 2024	Nov 5, 2024	$411.46	+3.27%	+$262 gain
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+33.5%	+$2,680 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Pepsico, Inc.PEP

Stocks (including ADRs) [ST]

Held in: Fidelity Roth IRA

Transaction date: Aug 7, 2024Filed 330 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 19, 2025New

Disclosed 330 days after the trade. PEP closed at $171.79 on Aug 7, 2024; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 8, 2024	Aug 8, 2024	$172.37	+0.34%	+$27 gain
Day of disclosureJul 3, 2025	Jul 3, 2025	$135.38	−21.2%	−$1,696 loss
30 days afterSep 6, 2024	Sep 6, 2024	$177.34	+3.23%	+$258 gain
90 days afterNov 5, 2024	Nov 5, 2024	$167.85	−2.29%	−$184 loss
Latest closeOct 20, 2026	Oct 20, 2026	$134.02	−22.0%	−$1,759 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Procter & Gamble CompanyPG

Stocks (including ADRs) [ST]

Held in: Fidelity Roth IRA

Transaction date: Aug 7, 2024Filed 330 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 19, 2025New

Disclosed 330 days after the trade. PG closed at $170.02 on Aug 7, 2024; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 8, 2024	Aug 8, 2024	$170.87	+0.50%	+$40 gain
Day of disclosureJul 3, 2025	Jul 3, 2025	$160.83	−5.41%	−$432 loss
30 days afterSep 6, 2024	Sep 6, 2024	$175.59	+3.28%	+$262 gain
90 days afterNov 5, 2024	Nov 5, 2024	$165.76	−2.51%	−$200 loss
Latest closeOct 20, 2026	Oct 20, 2026	$159.32	−6.29%	−$504 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Starbucks Corporation - Common StockSBUX

Stocks (including ADRs) [ST]

Held in: Fidelity Roth IRA

Transaction date: Aug 7, 2024Filed 330 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 19, 2025New

Disclosed 330 days after the trade. SBUX closed at $75.29 on Aug 7, 2024; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 8, 2024	Aug 8, 2024	$75.75	+0.61%	+$49 gain
Day of disclosureJul 3, 2025	Jul 3, 2025	$94.44	+25.4%	+$2,035 gain
30 days afterSep 6, 2024	Sep 6, 2024	$91.15	+21.1%	+$1,685 gain
90 days afterNov 5, 2024	Nov 5, 2024	$97.09	+29.0%	+$2,317 gain
Latest closeOct 20, 2026	Oct 20, 2026	$99.37	+32.0%	+$2,559 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Starbucks Corporation - Common StockSBUX

Stocks (including ADRs) [ST]

Held in: Fidelity Joint TBE

Transaction date: Jan 30, 2024Filed 520 days later · past 45 days
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint
Notified / status: Notified May 19, 2025New

Disclosed 520 days after the trade. SBUX closed at $94.08 on Jan 30, 2024; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJan 31, 2024	Jan 31, 2024	$93.03	−1.12%	$89 loss avoided
Day of disclosureJul 3, 2025	Jul 3, 2025	$94.44	+0.38%	$31 gain missed
30 days afterFeb 29, 2024	Feb 29, 2024	$94.90	+0.87%	$70 gain missed
90 days afterApr 29, 2024	Apr 29, 2024	$88.33	−6.11%	$489 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$99.37	+5.62%	$450 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

The Hershey Company Common StockHSY

Stocks (including ADRs) [ST]

Held in: Fidelity Roth IRA

Transaction date: Aug 7, 2024Filed 330 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 19, 2025New

Disclosed 330 days after the trade. HSY closed at $199.82 on Aug 7, 2024; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 8, 2024	Aug 8, 2024	$202.10	+1.14%	+$91 gain
Day of disclosureJul 3, 2025	Jul 3, 2025	$176.47	−11.7%	−$935 loss
30 days afterSep 6, 2024	Sep 6, 2024	$199.80	−0.01%	−$1 loss
90 days afterNov 5, 2024	Nov 5, 2024	$180.11	−9.86%	−$789 loss
Latest closeOct 20, 2026	Oct 20, 2026	$169.58	−15.1%	−$1,211 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

United Parcel Service, Inc. Common StockUPS

Stocks (including ADRs) [ST]

Held in: Fidelity Roth IRA

Transaction date: Aug 7, 2024Filed 330 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 19, 2025New

Disclosed 330 days after the trade. UPS closed at $123.32 on Aug 7, 2024; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 8, 2024	Aug 8, 2024	$126.21	+2.34%	+$188 gain
Day of disclosureJul 3, 2025	Jul 3, 2025	$104.13	−15.6%	−$1,245 loss
30 days afterSep 6, 2024	Sep 6, 2024	$127.54	+3.42%	+$274 gain
90 days afterNov 5, 2024	Nov 5, 2024	$133.84	+8.53%	+$683 gain
Latest closeOct 20, 2026	Oct 20, 2026	$98.52	−20.1%	−$1,609 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

UnitedHealth Group Incorporated Common StockUNH

Stocks (including ADRs) [ST]

Held in: Fidelity Roth IRA

Transaction date: Aug 7, 2024Filed 330 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 19, 2025New

Disclosed 330 days after the trade. UNH closed at $566.08 on Aug 7, 2024; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 8, 2024	Aug 8, 2024	$566.24	+0.03%	+$2 gain
Day of disclosureJul 3, 2025	Jul 3, 2025	$308.55	−45.5%	−$3,640 loss
30 days afterSep 6, 2024	Sep 6, 2024	$596.88	+5.44%	+$435 gain
90 days afterNov 5, 2024	Nov 5, 2024	$567.03	+0.17%	+$13 gain
Latest closeOct 20, 2026	Oct 20, 2026	$419.26	−25.9%	−$2,075 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Visa Inc.V

Stocks (including ADRs) [ST]

Held in: Fidelity Roth IRA

Transaction date: Aug 7, 2024Filed 330 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 19, 2025New

Disclosed 330 days after the trade. V closed at $256.52 on Aug 7, 2024; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 8, 2024	Aug 8, 2024	$259.31	+1.09%	+$87 gain
Day of disclosureJul 3, 2025	Jul 3, 2025	$358.86	+39.9%	+$3,192 gain
30 days afterSep 6, 2024	Sep 6, 2024	$279.37	+8.91%	+$713 gain
90 days afterNov 5, 2024	Nov 5, 2024	$293.29	+14.3%	+$1,147 gain
Latest closeOct 20, 2026	Oct 20, 2026	$406.57	+58.5%	+$4,680 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Walmart Inc. Common StockWMT

Stocks (including ADRs) [ST]

Held in: Fidelity Roth IRA

Transaction date: Aug 7, 2024Filed 330 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 19, 2025New

Disclosed 330 days after the trade. WMT closed at $66.91 on Aug 7, 2024; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 8, 2024	Aug 8, 2024	$67.66	+1.12%	+$90 gain
Day of disclosureJul 3, 2025	Jul 3, 2025	$98.36	+47.0%	+$3,761 gain
30 days afterSep 6, 2024	Sep 6, 2024	$76.64	+14.5%	+$1,163 gain
90 days afterNov 5, 2024	Nov 5, 2024	$83.68	+25.1%	+$2,005 gain
Latest closeOct 20, 2026	Oct 20, 2026	$117.85	+76.1%	+$6,091 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Walmart Inc. Common StockWMT

Stocks (including ADRs) [ST]

Held in: Fidelity Joint TBE

Transaction date: Jan 30, 2024Filed 520 days later · past 45 days
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint
Notified / status: Notified May 19, 2025New

Disclosed 520 days after the trade. WMT closed at $55.20 on Jan 30, 2024; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJan 31, 2024	Jan 31, 2024	$55.08	−0.21%	$16 loss avoided
Day of disclosureJul 3, 2025	Jul 3, 2025	$98.36	+78.2%	$6,257 gain missed
30 days afterFeb 29, 2024	Feb 29, 2024	$58.61	+6.18%	$495 gain missed
90 days afterApr 29, 2024	Apr 29, 2024	$60.24	+9.14%	$731 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$117.85	+113.5%	$9,082 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Aug 7, 2024Filed 330 days later · past 45 days

Spouse

Accenture plc Class A Ordinary SharesACNStocks (including ADRs) [ST]Held in: Fidelity Roth IRAComment: Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.

Purchase

$1,001 - $15,000

Notified May 19, 2025New

Disclosed 330 days after the trade. ACN closed at $318.02 on Aug 7, 2024; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 8, 2024	Aug 8, 2024	$315.88	−0.67%	−$54 loss
Day of disclosureJul 3, 2025	Jul 3, 2025	$304.78	−4.16%	−$333 loss
30 days afterSep 6, 2024	Sep 6, 2024	$339.84	+6.86%	+$549 gain
90 days afterNov 5, 2024	Nov 5, 2024	$345.49	+8.64%	+$691 gain
Latest closeOct 20, 2026	Oct 20, 2026	$239.12	−24.8%	−$1,985 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 7, 2024Filed 330 days later · past 45 days

Spouse

Air Products and Chemicals, Inc. Common StockAPDStocks (including ADRs) [ST]Held in: Fidelity Roth IRAComment: Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.

Purchase

$1,001 - $15,000

Notified May 19, 2025New

Disclosed 330 days after the trade. APD closed at $277.44 on Aug 7, 2024; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 8, 2024	Aug 8, 2024	$279.21	+0.64%	+$51 gain
Day of disclosureJul 3, 2025	Jul 3, 2025	$291.84	+5.19%	+$415 gain
30 days afterSep 6, 2024	Sep 6, 2024	$268.71	−3.15%	−$252 loss
90 days afterNov 5, 2024	Nov 5, 2024	$306.37	+10.4%	+$834 gain
Latest closeOct 20, 2026	Oct 20, 2026	$302.58	+9.06%	+$725 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 7, 2024Filed 330 days later · past 45 days

Spouse

Alphabet Inc. - Class C Capital StockGOOGStocks (including ADRs) [ST]Held in: Fidelity Roth IRAComment: Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.

Purchase

$1,001 - $15,000

Notified May 19, 2025New

Disclosed 330 days after the trade. GOOG closed at $160.75 on Aug 7, 2024; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 8, 2024	Aug 8, 2024	$163.84	+1.92%	+$154 gain
Day of disclosureJul 3, 2025	Jul 3, 2025	$180.55	+12.3%	+$986 gain
30 days afterSep 6, 2024	Sep 6, 2024	$152.13	−5.36%	−$429 loss
90 days afterNov 5, 2024	Nov 5, 2024	$171.41	+6.63%	+$531 gain
Latest closeOct 20, 2026	Oct 20, 2026	$336.40	+109.3%	+$8,743 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 7, 2024Filed 330 days later · past 45 days

Spouse

Amgen Inc. - Common StockAMGNStocks (including ADRs) [ST]Held in: Fidelity Roth IRAComment: Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.

Purchase

$1,001 - $15,000

Notified May 19, 2025New

Disclosed 330 days after the trade. AMGN closed at $312.50 on Aug 7, 2024; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 8, 2024	Aug 8, 2024	$324.69	+3.90%	+$312 gain
Day of disclosureJul 3, 2025	Jul 3, 2025	$298.24	−4.56%	−$365 loss
30 days afterSep 6, 2024	Sep 6, 2024	$320.56	+2.58%	+$206 gain
90 days afterNov 5, 2024	Nov 5, 2024	$319.29	+2.17%	+$174 gain
Latest closeOct 20, 2026	Oct 20, 2026	$438.94	+40.5%	+$3,237 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 7, 2024Filed 330 days later · past 45 days

Spouse

Apple Inc. - Common StockAAPLStocks (including ADRs) [ST]Held in: Fidelity Roth IRAComment: Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.

Purchase

$1,001 - $15,000

Notified May 19, 2025New

Disclosed 330 days after the trade. AAPL closed at $209.82 on Aug 7, 2024; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 8, 2024	Aug 8, 2024	$213.31	+1.66%	+$133 gain
Day of disclosureJul 3, 2025	Jul 3, 2025	$213.55	+1.78%	+$142 gain
30 days afterSep 6, 2024	Sep 6, 2024	$220.82	+5.24%	+$419 gain
90 days afterNov 5, 2024	Nov 5, 2024	$223.45	+6.50%	+$520 gain
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+61.8%	+$4,945 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jan 30, 2024Filed 520 days later · past 45 days

Joint

Apple Inc. - Common StockAAPLStocks (including ADRs) [ST]Held in: Fidelity Joint TBEComment: Our broker sold partial holdings of four different shares (WMT, SBUX, BRKB and AAPL) on 1/30/24 for a total of $25,380.79. He failed to advise me of these transactions and I only discovered it when trying to reconcile my holdings for the 2024 financial disclosure..

Partial sale

$1,001 - $15,000

Notified May 19, 2025New

Disclosed 520 days after the trade. AAPL closed at $188.04 on Jan 30, 2024; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJan 31, 2024	Jan 31, 2024	$184.40	−1.94%	$155 loss avoided
Day of disclosureJul 3, 2025	Jul 3, 2025	$213.55	+13.6%	$1,085 gain missed
30 days afterFeb 29, 2024	Feb 29, 2024	$180.75	−3.88%	$310 loss avoided
90 days afterApr 29, 2024	Apr 29, 2024	$173.50	−7.73%	$619 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+80.5%	$6,445 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 25, 2024Filed 281 days later · past 45 days

Spouse

Automatic Data Processing, Inc. - Common StockADPStocks (including ADRs) [ST]Held in: Fidelity Roth IRAComment: Our broker purchased shares of of ADP and ITW in my spouse's Roth IRA on 9/25/24. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.

Purchase

$1,001 - $15,000

Notified May 19, 2025New

Disclosed 281 days after the trade. ADP closed at $275.25 on Sep 25, 2024; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 26, 2024	Sep 26, 2024	$274.43	−0.30%	−$24 loss
Day of disclosureJul 3, 2025	Jul 3, 2025	$309.20	+12.3%	+$987 gain
30 days afterOct 25, 2024	Oct 25, 2024	$287.96	+4.62%	+$369 gain
90 days afterDec 24, 2024	Dec 24, 2024	$296.46	+7.71%	+$617 gain
Latest closeOct 20, 2026	Oct 20, 2026	$292.75	+6.36%	+$509 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jan 30, 2024Filed 520 days later · past 45 days

Joint

Berkshire Hathaway Inc. New Common StockBRK.BStocks (including ADRs) [ST]Held in: Fidelity Joint TBEComment: Our broker sold partial holdings of four different shares (WMT, SBUX, BRKB and AAPL) on 1/30/24 for a total of $25,380.79. He failed to advise me of these transactions and I only discovered it when trying to reconcile my holdings for the 2024 financial disclosure..

Partial sale

$1,001 - $15,000

Notified May 19, 2025New

No prices found

Aug 7, 2024Filed 330 days later · past 45 days

Spouse

Berkshire Hathaway Inc. New Common StockBRK.BStocks (including ADRs) [ST]Held in: Fidelity Roth IRAComment: Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.

Purchase

$1,001 - $15,000

Notified May 19, 2025New

No prices found

Aug 7, 2024Filed 330 days later · past 45 days

Spouse

Chubb Limited Common StockCBStocks (including ADRs) [ST]Held in: Fidelity Roth IRAComment: Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.

Purchase

$1,001 - $15,000

Notified May 19, 2025New

Disclosed 330 days after the trade. CB closed at $265.71 on Aug 7, 2024; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 8, 2024	Aug 8, 2024	$269.22	+1.32%	+$106 gain
Day of disclosureJul 3, 2025	Jul 3, 2025	$283.80	+6.81%	+$545 gain
30 days afterSep 6, 2024	Sep 6, 2024	$287.50	+8.20%	+$656 gain
90 days afterNov 5, 2024	Nov 5, 2024	$277.29	+4.36%	+$349 gain
Latest closeOct 20, 2026	Oct 20, 2026	$357.75	+34.6%	+$2,771 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 7, 2024Filed 330 days later · past 45 days

Spouse

Comcast Corporation - Class A Common StockCMCSAStocks (including ADRs) [ST]Held in: Fidelity Roth IRAComment: Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.

Purchase

$1,001 - $15,000

Notified May 19, 2025New

Disclosed 330 days after the trade. CMCSA closed at $36.09 on Aug 7, 2024; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 8, 2024	Aug 8, 2024	$36.88	+2.18%	+$175 gain
Day of disclosureJul 3, 2025	Jul 3, 2025	$31.61	−12.4%	−$993 loss
30 days afterSep 6, 2024	Sep 6, 2024	$37.12	+2.86%	+$229 gain
90 days afterNov 5, 2024	Nov 5, 2024	$39.89	+10.5%	+$841 gain
Latest closeOct 20, 2026	Oct 20, 2026	$22.36	−38.0%	−$3,044 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 7, 2024Filed 330 days later · past 45 days

Spouse

Costco Wholesale Corporation - Common StockCOSTStocks (including ADRs) [ST]Held in: Fidelity Roth IRAComment: Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.

Purchase

$1,001 - $15,000

Notified May 19, 2025New

Disclosed 330 days after the trade. COST closed at $810.30 on Aug 7, 2024; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 8, 2024	Aug 8, 2024	$839.43	+3.59%	+$288 gain
Day of disclosureJul 3, 2025	Jul 3, 2025	$987.02	+21.8%	+$1,745 gain
30 days afterSep 6, 2024	Sep 6, 2024	$876.68	+8.19%	+$655 gain
90 days afterNov 5, 2024	Nov 5, 2024	$890.17	+9.86%	+$789 gain
Latest closeOct 20, 2026	Oct 20, 2026	$994.61	+22.7%	+$1,820 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 7, 2024Filed 330 days later · past 45 days

Spouse

Fidelity Advisor Total Bond CL ZFBKWXAsset-Backed Securities [AB]Held in: Fidelity Roth IRAComment: Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.

Purchase

$1,001 - $15,000

Notified May 19, 2025New

Only stocks and funds are priced

Aug 7, 2024Filed 330 days later · past 45 days

Spouse

FIRST TR EXCHANGE-TRADED FD VI SMID RISNG ETFSDVYAsset-Backed Securities [AB]Held in: Fidelity Roth IRAComment: Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.

Purchase

$1,001 - $15,000

Notified May 19, 2025New

Only stocks and funds are priced

Aug 7, 2024Filed 330 days later · past 45 days

Spouse

General Dynamics Corporation Common StockGDStocks (including ADRs) [ST]Held in: Fidelity Roth IRAComment: Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.

Purchase

$1,001 - $15,000

Notified May 19, 2025New

Disclosed 330 days after the trade. GD closed at $287.17 on Aug 7, 2024; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 8, 2024	Aug 8, 2024	$290.80	+1.26%	+$101 gain
Day of disclosureJul 3, 2025	Jul 3, 2025	$294.76	+2.64%	+$211 gain
30 days afterSep 6, 2024	Sep 6, 2024	$292.78	+1.95%	+$156 gain
90 days afterNov 5, 2024	Nov 5, 2024	$296.65	+3.30%	+$264 gain
Latest closeOct 20, 2026	Oct 20, 2026	$344.44	+19.9%	+$1,596 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 7, 2024Filed 330 days later · past 45 days

Spouse

Home Depot, Inc.HDStocks (including ADRs) [ST]Held in: Fidelity Roth IRAComment: Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.

Purchase

$1,001 - $15,000

Notified May 19, 2025New

Disclosed 330 days after the trade. HD closed at $342.40 on Aug 7, 2024; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 8, 2024	Aug 8, 2024	$348.34	+1.73%	+$139 gain
Day of disclosureJul 3, 2025	Jul 3, 2025	$371.68	+8.55%	+$684 gain
30 days afterSep 6, 2024	Sep 6, 2024	$360.05	+5.15%	+$412 gain
90 days afterNov 5, 2024	Nov 5, 2024	$400.09	+16.8%	+$1,348 gain
Latest closeOct 20, 2026	Oct 20, 2026	$315.11	−7.97%	−$638 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 25, 2024Filed 281 days later · past 45 days

Spouse

Illinois Tool Works Inc. Common StockITWStocks (including ADRs) [ST]Held in: Fidelity Roth IRAComment: Our broker purchased shares of ADP and ITW in my spouse's Roth IRA on 9/25/24. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.

Purchase

$1,001 - $15,000

Notified May 19, 2025New

Disclosed 281 days after the trade. ITW closed at $258.06 on Sep 25, 2024; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 26, 2024	Sep 26, 2024	$262.00	+1.53%	+$122 gain
Day of disclosureJul 3, 2025	Jul 3, 2025	$258.50	+0.17%	+$14 gain
30 days afterOct 25, 2024	Oct 25, 2024	$254.08	−1.54%	−$123 loss
90 days afterDec 24, 2024	Dec 24, 2024	$259.17	+0.43%	+$34 gain
Latest closeOct 20, 2026	Oct 20, 2026	$274.97	+6.55%	+$524 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 7, 2024Filed 330 days later · past 45 days

Spouse

INVESCO EXCH TRADED FD TR II NASDAQ 100 ETFQQQMAsset-Backed Securities [AB]Held in: Fidelity Roth IRAComment: Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.

Purchase

$1,001 - $15,000

Notified May 19, 2025New

Only stocks and funds are priced

Aug 7, 2024Filed 330 days later · past 45 days

Spouse

Johnson & Johnson Common StockJNJStocks (including ADRs) [ST]Held in: Fidelity Roth IRAComment: Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.

Purchase

$1,001 - $15,000

Notified May 19, 2025New

Disclosed 330 days after the trade. JNJ closed at $158.90 on Aug 7, 2024; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 8, 2024	Aug 8, 2024	$160.22	+0.83%	+$66 gain
Day of disclosureJul 3, 2025	Jul 3, 2025	$156.01	−1.82%	−$146 loss
30 days afterSep 6, 2024	Sep 6, 2024	$164.38	+3.45%	+$276 gain
90 days afterNov 5, 2024	Nov 5, 2024	$158.35	−0.35%	−$28 loss
Latest closeOct 20, 2026	Oct 20, 2026	$259.36	+63.2%	+$5,058 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 7, 2024Filed 330 days later · past 45 days

Spouse

JP Morgan Chase & Co. Common StockJPMStocks (including ADRs) [ST]Held in: Fidelity Roth IRAComment: Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.

Purchase

$1,001 - $15,000

Notified May 19, 2025New

Disclosed 330 days after the trade. JPM closed at $200.40 on Aug 7, 2024; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 8, 2024	Aug 8, 2024	$204.06	+1.83%	+$146 gain
Day of disclosureJul 3, 2025	Jul 3, 2025	$296.00	+47.7%	+$3,817 gain
30 days afterSep 6, 2024	Sep 6, 2024	$212.46	+6.02%	+$481 gain
90 days afterNov 5, 2024	Nov 5, 2024	$221.49	+10.5%	+$842 gain
Latest closeOct 20, 2026	Oct 20, 2026	$335.26	+67.3%	+$5,384 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 7, 2024Filed 330 days later · past 45 days

Spouse

Lockheed Martin Corporation Common StockLMTStocks (including ADRs) [ST]Held in: Fidelity Roth IRAComment: Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.

Purchase

$1,001 - $15,000

Notified May 19, 2025New

Disclosed 330 days after the trade. LMT closed at $548.51 on Aug 7, 2024; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 8, 2024	Aug 8, 2024	$551.62	+0.57%	+$45 gain
Day of disclosureJul 3, 2025	Jul 3, 2025	$462.52	−15.7%	−$1,254 loss
30 days afterSep 6, 2024	Sep 6, 2024	$566.63	+3.30%	+$264 gain
90 days afterNov 5, 2024	Nov 5, 2024	$546.75	−0.32%	−$26 loss
Latest closeOct 20, 2026	Oct 20, 2026	$548.71	+0.04%	+$3 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 7, 2024Filed 330 days later · past 45 days

Spouse

LORD ABBETT SHORT DURATION HIGH YLD ILSYIXAsset-Backed Securities [AB]Held in: Fidelity Roth IRAComment: Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.

Purchase

$1,001 - $15,000

Notified May 19, 2025New

Only stocks and funds are priced

Aug 7, 2024Filed 330 days later · past 45 days

Spouse

McDonald's Corporation Common StockMCDStocks (including ADRs) [ST]Held in: Fidelity Roth IRAComment: Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.

Purchase

$1,001 - $15,000

Notified May 19, 2025New

Disclosed 330 days after the trade. MCD closed at $269.37 on Aug 7, 2024; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 8, 2024	Aug 8, 2024	$271.19	+0.68%	+$54 gain
Day of disclosureJul 3, 2025	Jul 3, 2025	$294.08	+9.17%	+$734 gain
30 days afterSep 6, 2024	Sep 6, 2024	$289.51	+7.48%	+$598 gain
90 days afterNov 5, 2024	Nov 5, 2024	$297.32	+10.4%	+$830 gain
Latest closeOct 20, 2026	Oct 20, 2026	$246.52	−8.48%	−$679 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 7, 2024Filed 330 days later · past 45 days

Spouse

Merck & Company, Inc. Common StockMRKStocks (including ADRs) [ST]Held in: Fidelity Roth IRAComment: Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.

Purchase

$1,001 - $15,000

Notified May 19, 2025New

Disclosed 330 days after the trade. MRK closed at $112.49 on Aug 7, 2024; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 8, 2024	Aug 8, 2024	$113.92	+1.27%	+$102 gain
Day of disclosureJul 3, 2025	Jul 3, 2025	$80.93	−28.1%	−$2,245 loss
30 days afterSep 6, 2024	Sep 6, 2024	$117.84	+4.76%	+$381 gain
90 days afterNov 5, 2024	Nov 5, 2024	$101.65	−9.64%	−$771 loss
Latest closeOct 20, 2026	Oct 20, 2026	$148.30	+31.8%	+$2,547 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 7, 2024Filed 330 days later · past 45 days

Spouse

Microsoft Corporation - Common StockMSFTStocks (including ADRs) [ST]Held in: Fidelity Roth IRAComment: Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.

Purchase

$1,001 - $15,000

Notified May 19, 2025New

Disclosed 330 days after the trade. MSFT closed at $398.43 on Aug 7, 2024; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 8, 2024	Aug 8, 2024	$402.69	+1.07%	+$86 gain
Day of disclosureJul 3, 2025	Jul 3, 2025	$498.84	+25.2%	+$2,016 gain
30 days afterSep 6, 2024	Sep 6, 2024	$401.70	+0.82%	+$66 gain
90 days afterNov 5, 2024	Nov 5, 2024	$411.46	+3.27%	+$262 gain
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+33.5%	+$2,680 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 7, 2024Filed 330 days later · past 45 days

Spouse

Pepsico, Inc.PEPStocks (including ADRs) [ST]Held in: Fidelity Roth IRAComment: Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.

Purchase

$1,001 - $15,000

Notified May 19, 2025New

Disclosed 330 days after the trade. PEP closed at $171.79 on Aug 7, 2024; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 8, 2024	Aug 8, 2024	$172.37	+0.34%	+$27 gain
Day of disclosureJul 3, 2025	Jul 3, 2025	$135.38	−21.2%	−$1,696 loss
30 days afterSep 6, 2024	Sep 6, 2024	$177.34	+3.23%	+$258 gain
90 days afterNov 5, 2024	Nov 5, 2024	$167.85	−2.29%	−$184 loss
Latest closeOct 20, 2026	Oct 20, 2026	$134.02	−22.0%	−$1,759 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 7, 2024Filed 330 days later · past 45 days

Spouse

Procter & Gamble CompanyPGStocks (including ADRs) [ST]Held in: Fidelity Roth IRAComment: Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.

Purchase

$1,001 - $15,000

Notified May 19, 2025New

Disclosed 330 days after the trade. PG closed at $170.02 on Aug 7, 2024; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 8, 2024	Aug 8, 2024	$170.87	+0.50%	+$40 gain
Day of disclosureJul 3, 2025	Jul 3, 2025	$160.83	−5.41%	−$432 loss
30 days afterSep 6, 2024	Sep 6, 2024	$175.59	+3.28%	+$262 gain
90 days afterNov 5, 2024	Nov 5, 2024	$165.76	−2.51%	−$200 loss
Latest closeOct 20, 2026	Oct 20, 2026	$159.32	−6.29%	−$504 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 7, 2024Filed 330 days later · past 45 days

Spouse

Starbucks Corporation - Common StockSBUXStocks (including ADRs) [ST]Held in: Fidelity Roth IRAComment: Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.

Purchase

$1,001 - $15,000

Notified May 19, 2025New

Disclosed 330 days after the trade. SBUX closed at $75.29 on Aug 7, 2024; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 8, 2024	Aug 8, 2024	$75.75	+0.61%	+$49 gain
Day of disclosureJul 3, 2025	Jul 3, 2025	$94.44	+25.4%	+$2,035 gain
30 days afterSep 6, 2024	Sep 6, 2024	$91.15	+21.1%	+$1,685 gain
90 days afterNov 5, 2024	Nov 5, 2024	$97.09	+29.0%	+$2,317 gain
Latest closeOct 20, 2026	Oct 20, 2026	$99.37	+32.0%	+$2,559 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jan 30, 2024Filed 520 days later · past 45 days

Joint

Starbucks Corporation - Common StockSBUXStocks (including ADRs) [ST]Held in: Fidelity Joint TBEComment: Our broker sold partial holdings of four different shares (WMT, SBUX, BRKB and AAPL) on 1/30/24 for a total of $25,380.79. He failed to advise me of these transactions and I only discovered it when trying to reconcile my holdings for the 2024 financial disclosure..

Partial sale

$1,001 - $15,000

Notified May 19, 2025New

Disclosed 520 days after the trade. SBUX closed at $94.08 on Jan 30, 2024; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJan 31, 2024	Jan 31, 2024	$93.03	−1.12%	$89 loss avoided
Day of disclosureJul 3, 2025	Jul 3, 2025	$94.44	+0.38%	$31 gain missed
30 days afterFeb 29, 2024	Feb 29, 2024	$94.90	+0.87%	$70 gain missed
90 days afterApr 29, 2024	Apr 29, 2024	$88.33	−6.11%	$489 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$99.37	+5.62%	$450 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 7, 2024Filed 330 days later · past 45 days

Spouse

The Hershey Company Common StockHSYStocks (including ADRs) [ST]Held in: Fidelity Roth IRAComment: Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.

Purchase

$1,001 - $15,000

Notified May 19, 2025New

Disclosed 330 days after the trade. HSY closed at $199.82 on Aug 7, 2024; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 8, 2024	Aug 8, 2024	$202.10	+1.14%	+$91 gain
Day of disclosureJul 3, 2025	Jul 3, 2025	$176.47	−11.7%	−$935 loss
30 days afterSep 6, 2024	Sep 6, 2024	$199.80	−0.01%	−$1 loss
90 days afterNov 5, 2024	Nov 5, 2024	$180.11	−9.86%	−$789 loss
Latest closeOct 20, 2026	Oct 20, 2026	$169.58	−15.1%	−$1,211 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 7, 2024Filed 330 days later · past 45 days

Spouse

United Parcel Service, Inc. Common StockUPSStocks (including ADRs) [ST]Held in: Fidelity Roth IRAComment: Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.

Purchase

$1,001 - $15,000

Notified May 19, 2025New

Disclosed 330 days after the trade. UPS closed at $123.32 on Aug 7, 2024; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 8, 2024	Aug 8, 2024	$126.21	+2.34%	+$188 gain
Day of disclosureJul 3, 2025	Jul 3, 2025	$104.13	−15.6%	−$1,245 loss
30 days afterSep 6, 2024	Sep 6, 2024	$127.54	+3.42%	+$274 gain
90 days afterNov 5, 2024	Nov 5, 2024	$133.84	+8.53%	+$683 gain
Latest closeOct 20, 2026	Oct 20, 2026	$98.52	−20.1%	−$1,609 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 7, 2024Filed 330 days later · past 45 days

Spouse

UnitedHealth Group Incorporated Common StockUNHStocks (including ADRs) [ST]Held in: Fidelity Roth IRAComment: Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.

Purchase

$1,001 - $15,000

Notified May 19, 2025New

Disclosed 330 days after the trade. UNH closed at $566.08 on Aug 7, 2024; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 8, 2024	Aug 8, 2024	$566.24	+0.03%	+$2 gain
Day of disclosureJul 3, 2025	Jul 3, 2025	$308.55	−45.5%	−$3,640 loss
30 days afterSep 6, 2024	Sep 6, 2024	$596.88	+5.44%	+$435 gain
90 days afterNov 5, 2024	Nov 5, 2024	$567.03	+0.17%	+$13 gain
Latest closeOct 20, 2026	Oct 20, 2026	$419.26	−25.9%	−$2,075 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 7, 2024Filed 330 days later · past 45 days

Spouse

Visa Inc.VStocks (including ADRs) [ST]Held in: Fidelity Roth IRAComment: Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.

Purchase

$1,001 - $15,000

Notified May 19, 2025New

Disclosed 330 days after the trade. V closed at $256.52 on Aug 7, 2024; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 8, 2024	Aug 8, 2024	$259.31	+1.09%	+$87 gain
Day of disclosureJul 3, 2025	Jul 3, 2025	$358.86	+39.9%	+$3,192 gain
30 days afterSep 6, 2024	Sep 6, 2024	$279.37	+8.91%	+$713 gain
90 days afterNov 5, 2024	Nov 5, 2024	$293.29	+14.3%	+$1,147 gain
Latest closeOct 20, 2026	Oct 20, 2026	$406.57	+58.5%	+$4,680 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 7, 2024Filed 330 days later · past 45 days

Spouse

Walmart Inc. Common StockWMTStocks (including ADRs) [ST]Held in: Fidelity Roth IRAComment: Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.

Purchase

$1,001 - $15,000

Notified May 19, 2025New

Disclosed 330 days after the trade. WMT closed at $66.91 on Aug 7, 2024; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 8, 2024	Aug 8, 2024	$67.66	+1.12%	+$90 gain
Day of disclosureJul 3, 2025	Jul 3, 2025	$98.36	+47.0%	+$3,761 gain
30 days afterSep 6, 2024	Sep 6, 2024	$76.64	+14.5%	+$1,163 gain
90 days afterNov 5, 2024	Nov 5, 2024	$83.68	+25.1%	+$2,005 gain
Latest closeOct 20, 2026	Oct 20, 2026	$117.85	+76.1%	+$6,091 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jan 30, 2024Filed 520 days later · past 45 days

Joint

Walmart Inc. Common StockWMTStocks (including ADRs) [ST]Held in: Fidelity Joint TBEComment: Our broker sold partial holdings of four different shares (WMT, SBUX, BRKB and AAPL) on 1/30/24 for a total of $25,380.79. He failed to advise me of these transactions and I only discovered it when trying to reconcile my holdings for the 2024 financial disclosure..

Partial sale

$1,001 - $15,000

Notified May 19, 2025New

Disclosed 520 days after the trade. WMT closed at $55.20 on Jan 30, 2024; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJan 31, 2024	Jan 31, 2024	$55.08	−0.21%	$16 loss avoided
Day of disclosureJul 3, 2025	Jul 3, 2025	$98.36	+78.2%	$6,257 gain missed
30 days afterFeb 29, 2024	Feb 29, 2024	$58.61	+6.18%	$495 gain missed
90 days afterApr 29, 2024	Apr 29, 2024	$60.24	+9.14%	$731 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$117.85	+113.5%	$9,082 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Disclosed 15 days after the trade. NVO closed at $70.16 on Mar 27, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 bought
Day after the tradeMar 28, 2025	Mar 28, 2025	$69.30	−1.23%	−$398 loss
Day of disclosureApr 11, 2025	Apr 11, 2025	$64.73	−7.74%	−$2,515 loss
30 days afterApr 28, 2025	Apr 28, 2025	$62.62	−10.7%	−$3,493 loss
90 days afterJun 25, 2025	Jun 25, 2025	$67.35	−4.01%	−$1,302 loss
Latest closeOct 20, 2026	Oct 20, 2026	$39.35	−43.9%	−$14,272 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Mar 27, 2025Filed 15 days later

Member

Novo Nordisk A/S Common StockNVOStocks (including ADRs) [ST]Held in: Fidelity Roth IRA

Purchase

$1,001 - $15,000

Notified Apr 7, 2025New

Disclosed 15 days after the trade. NVO closed at $70.16 on Mar 27, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 28, 2025	Mar 28, 2025	$69.30	−1.23%	−$98 loss
Day of disclosureApr 11, 2025	Apr 11, 2025	$64.73	−7.74%	−$619 loss
30 days afterApr 28, 2025	Apr 28, 2025	$62.62	−10.7%	−$860 loss
90 days afterJun 25, 2025	Jun 25, 2025	$67.35	−4.01%	−$320 loss
Latest closeOct 20, 2026	Oct 20, 2026	$39.35	−43.9%	−$3,514 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Mar 27, 2025Filed 15 days later

Member

Novo Nordisk A/S Common StockNVOStocks (including ADRs) [ST]Held in: Fidelity Traditional IRA

Purchase

$15,001 - $50,000

Notified Apr 7, 2025New

Disclosed 15 days after the trade. NVO closed at $70.16 on Mar 27, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 bought
Day after the tradeMar 28, 2025	Mar 28, 2025	$69.30	−1.23%	−$398 loss
Day of disclosureApr 11, 2025	Apr 11, 2025	$64.73	−7.74%	−$2,515 loss
30 days afterApr 28, 2025	Apr 28, 2025	$62.62	−10.7%	−$3,493 loss
90 days afterJun 25, 2025	Jun 25, 2025	$67.35	−4.01%	−$1,302 loss
Latest closeOct 20, 2026	Oct 20, 2026	$39.35	−43.9%	−$14,272 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.