
Representative · WA-9 · D
Current term Jan 3, 2025 – Jan 3, 2027 · In the House since Jan 7, 1997
Official websiteBiographical Directory
Portrait: U.S. Government Publishing Office, via unitedstates/images (public domain)
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.
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.
18 reported transactions in 1 electronically filed report; latest filed Aug 8, 2025.
Periodic Transaction Report · filed Aug 8, 2025 · House Clerk
View original filingABB LTD SPONS ADRABBNY
Stocks (including ADRs) [ST]
Held in: Baird Trust Company TTEE FBO/Inherited Beneficiary IRA/John Eldridge Deceased IRA/Sara Smith Beneficiary
Comment: This stock was part of the Inherited Beneficiary IRA spouse received upon the death of her father in 2021. Spouse has chosen to divest of all the stocks contained within this IRA. As this is an Inherited Beneficiary IRA, there are no capital gains on this sale.
Disclosed 0 days after the trade. ABBNY closed at $66.54 on Aug 8, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeAug 11, 2025 | $65.61 | −1.40% | $112 loss avoided | |
| Day of disclosureAug 8, 2025 | $66.54 | 0.00% | $0 | |
| 30 days afterSep 8, 2025 | $70.37 | +5.76% | $461 gain missed | |
| 90 days afterNov 6, 2025 | $70.04 | +5.26% | $421 gain missed | |
| Latest closeOct 20, 2026 | $86.06 | +29.3% | $2,347 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.
Alaska Air Group, Inc. Common StockALK
Stocks (including ADRs) [ST]
Held in: Baird Trust Company TTEE FBO/Inherited Beneficiary IRA/John Eldridge Deceased IRA/Sara Smith Beneficiary
Comment: This stock was part of the Inherited Beneficiary IRA spouse received upon the death of her father in 2021. Spouse has chosen to divest of all the stocks contained within this IRA. As this is an Inherited Beneficiary IRA, there are no capital gains on this sale.
Disclosed 0 days after the trade. ALK closed at $52.28 on Aug 8, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeAug 11, 2025 | $51.14 | −2.18% | $174 loss avoided | |
| Day of disclosureAug 8, 2025 | $52.28 | 0.00% | $0 | |
| 30 days afterSep 8, 2025 | $63.69 | +21.8% | $1,746 gain missed | |
| 90 days afterNov 6, 2025 | $41.13 | −21.3% | $1,706 loss avoided | |
| Latest closeOct 20, 2026 | $34.36 | −34.3% | $2,743 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: Baird Trust Company TTEE FBO/Inherited Beneficiary IRA/John Eldridge Deceased IRA/Sara Smith Beneficiary
Comment: This stock was part of the Inherited Beneficiary IRA spouse received upon the death of her father in 2021. Spouse has chosen to divest of all the stocks contained within this IRA. As this is an Inherited Beneficiary IRA, there are no capital gains on this sale.
Disclosed 0 days after the trade. GOOG closed at $202.09 on Aug 8, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeAug 11, 2025 | $201.63 | −0.23% | $18 loss avoided | |
| Day of disclosureAug 8, 2025 | $202.09 | 0.00% | $0 | |
| 30 days afterSep 8, 2025 | $234.16 | +15.9% | $1,270 gain missed | |
| 90 days afterNov 6, 2025 | $285.34 | +41.2% | $3,296 gain missed | |
| Latest closeOct 20, 2026 | $336.40 | +66.5% | $5,318 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: Baird Trust Company TTEE FBO/Inherited Beneficiary IRA/John Eldridge Deceased IRA/Sara Smith Beneficiary
Comment: This stock was part of the Inherited Beneficiary IRA spouse received upon the death of her father in 2021. Spouse has chosen to divest of all the stocks contained within this IRA. As this is an Inherited Beneficiary IRA, there are no capital gains on this sale.
Disclosed 0 days after the trade. AAPL closed at $229.35 on Aug 8, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeAug 11, 2025 | $227.18 | −0.95% | $76 loss avoided | |
| Day of disclosureAug 8, 2025 | $229.35 | 0.00% | $0 | |
| 30 days afterSep 8, 2025 | $237.88 | +3.72% | $298 gain missed | |
| 90 days afterNov 6, 2025 | $269.77 | +17.6% | $1,410 gain missed | |
| Latest closeOct 20, 2026 | $339.50 | +48.0% | $3,843 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.
Berkshire Hathaway Inc. New Common StockBRK.B
Stocks (including ADRs) [ST]
Held in: Baird Trust Company TTEE FBO/Inherited Beneficiary IRA/John Eldridge Deceased IRA/Sara Smith Beneficiary
Comment: This stock was part of the Inherited Beneficiary IRA spouse received upon the death of her father in 2021. Spouse has chosen to divest of all the stocks contained within this IRA. As this is an Inherited Beneficiary IRA, there are no capital gains on this sale.
No prices found
Citigroup, Inc. Common StockC
Stocks (including ADRs) [ST]
Held in: Baird Trust Company TTEE FBO/Inherited Beneficiary IRA/John Eldridge Deceased IRA/Sara Smith Beneficiary
Comment: This stock was part of the Inherited Beneficiary IRA spouse received upon the death of her father in 2021. Spouse has chosen to divest of all the stocks contained within this IRA. As this is an Inherited Beneficiary IRA, there are no capital gains on this sale.
Disclosed 0 days after the trade. C closed at $92.73 on Aug 8, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeAug 11, 2025 | $92.31 | −0.45% | $36 loss avoided | |
| Day of disclosureAug 8, 2025 | $92.73 | 0.00% | $0 | |
| 30 days afterSep 8, 2025 | $95.87 | +3.39% | $271 gain missed | |
| 90 days afterNov 6, 2025 | $100.85 | +8.76% | $701 gain missed | |
| Latest closeOct 20, 2026 | $122.51 | +32.1% | $2,570 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.
CVS Health Corporation Common StockCVS
Stocks (including ADRs) [ST]
Held in: Baird Trust Company TTEE FBO/Inherited Beneficiary IRA/John Eldridge Deceased IRA/Sara Smith Beneficiary
Comment: This stock was part of the Inherited Beneficiary IRA spouse received upon the death of her father in 2021. Spouse has chosen to divest of all the stocks contained within this IRA. As this is an Inherited Beneficiary IRA, there are no capital gains on this sale.
Disclosed 0 days after the trade. CVS closed at $65.54 on Aug 8, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeAug 11, 2025 | $64.88 | −1.01% | $81 loss avoided | |
| Day of disclosureAug 8, 2025 | $65.54 | 0.00% | $0 | |
| 30 days afterSep 8, 2025 | $70.26 | +7.20% | $576 gain missed | |
| 90 days afterNov 6, 2025 | $78.66 | +20.0% | $1,602 gain missed | |
| Latest closeOct 20, 2026 | $94.75 | +44.6% | $3,566 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.
Deere & Company Common StockDE
Stocks (including ADRs) [ST]
Held in: Baird Trust Company TTEE FBO/Inherited Beneficiary IRA/John Eldridge Deceased IRA/Sara Smith Beneficiary
Comment: This stock was part of the Inherited Beneficiary IRA spouse received upon the death of her father in 2021. Spouse has chosen to divest of all the stocks contained within this IRA. As this is an Inherited Beneficiary IRA, there are no capital gains on this sale.
Disclosed 0 days after the trade. DE closed at $510.37 on Aug 8, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeAug 11, 2025 | $506.98 | −0.66% | $53 loss avoided | |
| Day of disclosureAug 8, 2025 | $510.37 | 0.00% | $0 | |
| 30 days afterSep 8, 2025 | $481.51 | −5.65% | $452 loss avoided | |
| 90 days afterNov 6, 2025 | $475.38 | −6.86% | $549 loss avoided | |
| Latest closeOct 20, 2026 | $632.20 | +23.9% | $1,910 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: Baird Trust Company TTEE FBO/Inherited Beneficiary IRA/John Eldridge Deceased IRA/Sara Smith Beneficiary
Comment: This stock was part of the Inherited Beneficiary IRA spouse received upon the death of her father in 2021. Spouse has chosen to divest of all the stocks contained within this IRA. As this is an Inherited Beneficiary IRA, there are no capital gains on this sale.
Disclosed 0 days after the trade. MSFT closed at $522.04 on Aug 8, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeAug 11, 2025 | $521.77 | −0.05% | $4 loss avoided | |
| Day of disclosureAug 8, 2025 | $522.04 | 0.00% | $0 | |
| 30 days afterSep 8, 2025 | $498.20 | −4.57% | $365 loss avoided | |
| 90 days afterNov 6, 2025 | $497.10 | −4.78% | $382 loss avoided | |
| Latest closeOct 20, 2026 | $531.87 | +1.88% | $151 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.
Newmont CorporationNEM
Stocks (including ADRs) [ST]
Held in: Baird Trust Company TTEE FBO/Inherited Beneficiary IRA/John Eldridge Deceased IRA/Sara Smith Beneficiary
Comment: This stock was part of the Inherited Beneficiary IRA spouse received upon the death of her father in 2021. Spouse has chosen to divest of all the stocks contained within this IRA. As this is an Inherited Beneficiary IRA, there are no capital gains on this sale.
Disclosed 0 days after the trade. NEM closed at $68.98 on Aug 8, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeAug 11, 2025 | $68.87 | −0.16% | $13 loss avoided | |
| Day of disclosureAug 8, 2025 | $68.98 | 0.00% | $0 | |
| 30 days afterSep 8, 2025 | $75.75 | +9.81% | $785 gain missed | |
| 90 days afterNov 6, 2025 | $82.53 | +19.6% | $1,572 gain missed | |
| Latest closeOct 20, 2026 | $116.81 | +69.3% | $5,548 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.
PACCAR Inc. - Common StockPCAR
Stocks (including ADRs) [ST]
Held in: Baird Trust Company TTEE FBO/Inherited Beneficiary IRA/John Eldridge Deceased IRA/Sara Smith Beneficiary
Comment: This stock was part of the Inherited Beneficiary IRA spouse received upon the death of her father in 2021. Spouse has chosen to divest of all the stocks contained within this IRA. As this is an Inherited Beneficiary IRA, there are no capital gains on this sale.
Disclosed 0 days after the trade. PCAR closed at $97.34 on Aug 8, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeAug 11, 2025 | $97.15 | −0.20% | $16 loss avoided | |
| Day of disclosureAug 8, 2025 | $97.34 | 0.00% | $0 | |
| 30 days afterSep 8, 2025 | $98.25 | +0.93% | $75 gain missed | |
| 90 days afterNov 6, 2025 | $98.28 | +0.97% | $77 gain missed | |
| Latest closeOct 20, 2026 | $110.07 | +13.1% | $1,046 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: Baird Trust Company TTEE FBO/Inherited Beneficiary IRA/John Eldridge Deceased IRA/Sara Smith Beneficiary
Comment: This stock was part of the Inherited Beneficiary IRA spouse received upon the death of her father in 2021. Spouse has chosen to divest of all the stocks contained within this IRA. As this is an Inherited Beneficiary IRA, there are no capital gains on this sale.
Disclosed 0 days after the trade. PG closed at $153.51 on Aug 8, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeAug 11, 2025 | $154.98 | +0.96% | $77 gain missed | |
| Day of disclosureAug 8, 2025 | $153.51 | 0.00% | $0 | |
| 30 days afterSep 8, 2025 | $159.01 | +3.58% | $287 gain missed | |
| 90 days afterNov 6, 2025 | $146.13 | −4.81% | $385 loss avoided | |
| Latest closeOct 20, 2026 | $159.32 | +3.78% | $303 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.
Republic Services, Inc. Common StockRSG
Stocks (including ADRs) [ST]
Held in: Baird Trust Company TTEE FBO/Inherited Beneficiary IRA/John Eldridge Deceased IRA/Sara Smith Beneficiary
Comment: This stock was part of the Inherited Beneficiary IRA spouse received upon the death of her father in 2021. Spouse has chosen to divest of all the stocks contained within this IRA. As this is an Inherited Beneficiary IRA, there are no capital gains on this sale.
Disclosed 0 days after the trade. RSG closed at $235.21 on Aug 8, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeAug 11, 2025 | $237.03 | +0.77% | $62 gain missed | |
| Day of disclosureAug 8, 2025 | $235.21 | 0.00% | $0 | |
| 30 days afterSep 8, 2025 | $228.13 | −3.01% | $241 loss avoided | |
| 90 days afterNov 6, 2025 | $204.23 | −13.2% | $1,054 loss avoided | |
| Latest closeOct 20, 2026 | $232.98 | −0.95% | $76 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.
Tesla, Inc. - Common StockTSLA
Stocks (including ADRs) [ST]
Held in: Baird Trust Company TTEE FBO/Inherited Beneficiary IRA/John Eldridge Deceased IRA/Sara Smith Beneficiary
Comment: This stock was part of the Inherited Beneficiary IRA spouse received upon the death of her father in 2021. Spouse has chosen to divest of all the stocks contained within this IRA. As this is an Inherited Beneficiary IRA, there are no capital gains on this sale.
Disclosed 0 days after the trade. TSLA closed at $329.65 on Aug 8, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeAug 11, 2025 | $339.03 | +2.85% | $228 gain missed | |
| Day of disclosureAug 8, 2025 | $329.65 | 0.00% | $0 | |
| 30 days afterSep 8, 2025 | $346.40 | +5.08% | $407 gain missed | |
| 90 days afterNov 6, 2025 | $445.91 | +35.3% | $2,822 gain missed | |
| Latest closeOct 20, 2026 | $373.71 | +13.4% | $1,069 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.
Union Pacific Corporation Common StockUNP
Stocks (including ADRs) [ST]
Held in: Baird Trust Company TTEE FBO/Inherited Beneficiary IRA/John Eldridge Deceased IRA/Sara Smith Beneficiary
Comment: This stock was part of the Inherited Beneficiary IRA spouse received upon the death of her father in 2021. Spouse has chosen to divest of all the stocks contained within this IRA. As this is an Inherited Beneficiary IRA, there are no capital gains on this sale.
Disclosed 0 days after the trade. UNP closed at $222.24 on Aug 8, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeAug 11, 2025 | $219.65 | −1.17% | $93 loss avoided | |
| Day of disclosureAug 8, 2025 | $222.24 | 0.00% | $0 | |
| 30 days afterSep 8, 2025 | $217.26 | −2.24% | $179 loss avoided | |
| 90 days afterNov 6, 2025 | $217.99 | −1.91% | $153 loss avoided | |
| Latest closeOct 20, 2026 | $287.61 | +29.4% | $2,353 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.
United Parcel Service, Inc. Common StockUPS
Stocks (including ADRs) [ST]
Held in: Baird Trust Company TTEE FBO/Inherited Beneficiary IRA/John Eldridge Deceased IRA/Sara Smith Beneficiary
Comment: This stock was part of the Inherited Beneficiary IRA spouse received upon the death of her father in 2021. Spouse has chosen to divest of all the stocks contained within this IRA. As this is an Inherited Beneficiary IRA, there are no capital gains on this sale.
Disclosed 0 days after the trade. UPS closed at $86.67 on Aug 8, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeAug 11, 2025 | $86.31 | −0.42% | $33 loss avoided | |
| Day of disclosureAug 8, 2025 | $86.67 | 0.00% | $0 | |
| 30 days afterSep 8, 2025 | $84.32 | −2.71% | $217 loss avoided | |
| 90 days afterNov 6, 2025 | $93.60 | +8.00% | $640 gain missed | |
| Latest closeOct 20, 2026 | $98.52 | +13.7% | $1,094 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.
Walt Disney CompanyDIS
Stocks (including ADRs) [ST]
Held in: Baird Trust Company TTEE FBO/Inherited Beneficiary IRA/John Eldridge Deceased IRA/Sara Smith Beneficiary
Comment: This stock was part of the Inherited Beneficiary IRA spouse received upon the death of her father in 2021. Spouse has chosen to divest of all the stocks contained within this IRA. As this is an Inherited Beneficiary IRA, there are no capital gains on this sale.
Disclosed 0 days after the trade. DIS closed at $112.43 on Aug 8, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeAug 11, 2025 | $112.55 | +0.11% | $9 gain missed | |
| Day of disclosureAug 8, 2025 | $112.43 | 0.00% | $0 | |
| 30 days afterSep 8, 2025 | $118.84 | +5.70% | $456 gain missed | |
| 90 days afterNov 6, 2025 | $110.49 | −1.73% | $138 loss avoided | |
| Latest closeOct 20, 2026 | $111.67 | −0.68% | $54 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.
Weyerhaeuser Company Common StockWY
Stocks (including ADRs) [ST]
Held in: Baird Trust Company TTEE FBO/Inherited Beneficiary IRA/John Eldridge Deceased IRA/Sara Smith Beneficiary
Comment: This stock was part of the Inherited Beneficiary IRA spouse received upon the death of her father in 2021. Spouse has chosen to divest of all the stocks contained within this IRA. As this is an Inherited Beneficiary IRA, there are no capital gains on this sale.
Disclosed 0 days after the trade. WY closed at $25.48 on Aug 8, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeAug 11, 2025 | $25.28 | −0.78% | $63 loss avoided | |
| Day of disclosureAug 8, 2025 | $25.48 | 0.00% | $0 | |
| 30 days afterSep 8, 2025 | $25.95 | +1.84% | $148 gain missed | |
| 90 days afterNov 6, 2025 | $22.83 | −10.4% | $832 loss avoided | |
| Latest closeOct 20, 2026 | $19.34 | −24.1% | $1,928 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 | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Aug 8, 2025Filed 0 days later | Spouse | ABB LTD SPONS ADRABBNYStocks (including ADRs) [ST]Held in: Baird Trust Company TTEE FBO/Inherited Beneficiary IRA/John Eldridge Deceased IRA/Sara Smith BeneficiaryComment: This stock was part of the Inherited Beneficiary IRA spouse received upon the death of her father in 2021. Spouse has chosen to divest of all the stocks contained within this IRA. As this is an Inherited Beneficiary IRA, there are no capital gains on this sale. | Sale | $1,001 - $15,000 | Notified Aug 8, 2025New | ||||||||||||||||||||||||||
Disclosed 0 days after the trade. ABBNY closed at $66.54 on Aug 8, 2025; changes are measured from that close.
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 8, 2025Filed 0 days later | Spouse | Alaska Air Group, Inc. Common StockALKStocks (including ADRs) [ST]Held in: Baird Trust Company TTEE FBO/Inherited Beneficiary IRA/John Eldridge Deceased IRA/Sara Smith Beneficiary | |||||||||||||||||||||||||||||
Disclosed 0 days after the trade. ALK closed at $52.28 on Aug 8, 2025; changes are measured from that close.
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. | |||||||||||||||||||||||||||||||
| Sale |
| $1,001 - $15,000 |
| Notified Aug 8, 2025New |
| Aug 8, 2025Filed 0 days later | Spouse | Alphabet Inc. - Class C Capital StockGOOGStocks (including ADRs) [ST]Held in: Baird Trust Company TTEE FBO/Inherited Beneficiary IRA/John Eldridge Deceased IRA/Sara Smith BeneficiaryComment: This stock was part of the Inherited Beneficiary IRA spouse received upon the death of her father in 2021. Spouse has chosen to divest of all the stocks contained within this IRA. As this is an Inherited Beneficiary IRA, there are no capital gains on this sale. | Sale | $1,001 - $15,000 | Notified Aug 8, 2025New | ||||||||||||||||||||||||||
Disclosed 0 days after the trade. GOOG closed at $202.09 on Aug 8, 2025; changes are measured from that close.
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 8, 2025Filed 0 days later | Spouse | Apple Inc. - Common StockAAPLStocks (including ADRs) [ST]Held in: Baird Trust Company TTEE FBO/Inherited Beneficiary IRA/John Eldridge Deceased IRA/Sara Smith BeneficiaryComment: This stock was part of the Inherited Beneficiary IRA spouse received upon the death of her father in 2021. Spouse has chosen to divest of all the stocks contained within this IRA. As this is an Inherited Beneficiary IRA, there are no capital gains on this sale. | Sale | $1,001 - $15,000 | Notified Aug 8, 2025New | ||||||||||||||||||||||||||
Disclosed 0 days after the trade. AAPL closed at $229.35 on Aug 8, 2025; changes are measured from that close.
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 8, 2025Filed 0 days later | Spouse | Berkshire Hathaway Inc. New Common StockBRK.BStocks (including ADRs) [ST]Held in: Baird Trust Company TTEE FBO/Inherited Beneficiary IRA/John Eldridge Deceased IRA/Sara Smith BeneficiaryComment: This stock was part of the Inherited Beneficiary IRA spouse received upon the death of her father in 2021. Spouse has chosen to divest of all the stocks contained within this IRA. As this is an Inherited Beneficiary IRA, there are no capital gains on this sale. | Sale | $1,001 - $15,000 | Notified Aug 8, 2025New | No prices found |
| Aug 8, 2025Filed 0 days later | Spouse | Citigroup, Inc. Common StockCStocks (including ADRs) [ST]Held in: Baird Trust Company TTEE FBO/Inherited Beneficiary IRA/John Eldridge Deceased IRA/Sara Smith BeneficiaryComment: This stock was part of the Inherited Beneficiary IRA spouse received upon the death of her father in 2021. Spouse has chosen to divest of all the stocks contained within this IRA. As this is an Inherited Beneficiary IRA, there are no capital gains on this sale. | Sale | $1,001 - $15,000 | Notified Aug 8, 2025New | ||||||||||||||||||||||||||
Disclosed 0 days after the trade. C closed at $92.73 on Aug 8, 2025; changes are measured from that close.
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 8, 2025Filed 0 days later | Spouse | CVS Health Corporation Common StockCVSStocks (including ADRs) [ST]Held in: Baird Trust Company TTEE FBO/Inherited Beneficiary IRA/John Eldridge Deceased IRA/Sara Smith BeneficiaryComment: This stock was part of the Inherited Beneficiary IRA spouse received upon the death of her father in 2021. Spouse has chosen to divest of all the stocks contained within this IRA. As this is an Inherited Beneficiary IRA, there are no capital gains on this sale. | Sale | $1,001 - $15,000 | Notified Aug 8, 2025New | ||||||||||||||||||||||||||
Disclosed 0 days after the trade. CVS closed at $65.54 on Aug 8, 2025; changes are measured from that close.
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 8, 2025Filed 0 days later | Spouse | Deere & Company Common StockDEStocks (including ADRs) [ST]Held in: Baird Trust Company TTEE FBO/Inherited Beneficiary IRA/John Eldridge Deceased IRA/Sara Smith BeneficiaryComment: This stock was part of the Inherited Beneficiary IRA spouse received upon the death of her father in 2021. Spouse has chosen to divest of all the stocks contained within this IRA. As this is an Inherited Beneficiary IRA, there are no capital gains on this sale. | Sale | $1,001 - $15,000 | Notified Aug 8, 2025New | ||||||||||||||||||||||||||
Disclosed 0 days after the trade. DE closed at $510.37 on Aug 8, 2025; changes are measured from that close.
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 8, 2025Filed 0 days later | Spouse | Microsoft Corporation - Common StockMSFTStocks (including ADRs) [ST]Held in: Baird Trust Company TTEE FBO/Inherited Beneficiary IRA/John Eldridge Deceased IRA/Sara Smith BeneficiaryComment: This stock was part of the Inherited Beneficiary IRA spouse received upon the death of her father in 2021. Spouse has chosen to divest of all the stocks contained within this IRA. As this is an Inherited Beneficiary IRA, there are no capital gains on this sale. | Sale | $1,001 - $15,000 | Notified Aug 8, 2025New | ||||||||||||||||||||||||||
Disclosed 0 days after the trade. MSFT closed at $522.04 on Aug 8, 2025; changes are measured from that close.
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 8, 2025Filed 0 days later | Spouse | Newmont CorporationNEMStocks (including ADRs) [ST]Held in: Baird Trust Company TTEE FBO/Inherited Beneficiary IRA/John Eldridge Deceased IRA/Sara Smith BeneficiaryComment: This stock was part of the Inherited Beneficiary IRA spouse received upon the death of her father in 2021. Spouse has chosen to divest of all the stocks contained within this IRA. As this is an Inherited Beneficiary IRA, there are no capital gains on this sale. | Sale | $1,001 - $15,000 | Notified Aug 8, 2025New | ||||||||||||||||||||||||||
Disclosed 0 days after the trade. NEM closed at $68.98 on Aug 8, 2025; changes are measured from that close.
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 8, 2025Filed 0 days later | Spouse | PACCAR Inc. - Common StockPCARStocks (including ADRs) [ST]Held in: Baird Trust Company TTEE FBO/Inherited Beneficiary IRA/John Eldridge Deceased IRA/Sara Smith BeneficiaryComment: This stock was part of the Inherited Beneficiary IRA spouse received upon the death of her father in 2021. Spouse has chosen to divest of all the stocks contained within this IRA. As this is an Inherited Beneficiary IRA, there are no capital gains on this sale. | Sale | $1,001 - $15,000 | Notified Aug 8, 2025New | ||||||||||||||||||||||||||
Disclosed 0 days after the trade. PCAR closed at $97.34 on Aug 8, 2025; changes are measured from that close.
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 8, 2025Filed 0 days later | Spouse | Procter & Gamble CompanyPGStocks (including ADRs) [ST]Held in: Baird Trust Company TTEE FBO/Inherited Beneficiary IRA/John Eldridge Deceased IRA/Sara Smith BeneficiaryComment: This stock was part of the Inherited Beneficiary IRA spouse received upon the death of her father in 2021. Spouse has chosen to divest of all the stocks contained within this IRA. As this is an Inherited Beneficiary IRA, there are no capital gains on this sale. | Sale | $1,001 - $15,000 | Notified Aug 8, 2025New | ||||||||||||||||||||||||||
Disclosed 0 days after the trade. PG closed at $153.51 on Aug 8, 2025; changes are measured from that close.
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 8, 2025Filed 0 days later | Spouse | Republic Services, Inc. Common StockRSGStocks (including ADRs) [ST]Held in: Baird Trust Company TTEE FBO/Inherited Beneficiary IRA/John Eldridge Deceased IRA/Sara Smith BeneficiaryComment: This stock was part of the Inherited Beneficiary IRA spouse received upon the death of her father in 2021. Spouse has chosen to divest of all the stocks contained within this IRA. As this is an Inherited Beneficiary IRA, there are no capital gains on this sale. | Sale | $1,001 - $15,000 | Notified Aug 8, 2025New | ||||||||||||||||||||||||||
Disclosed 0 days after the trade. RSG closed at $235.21 on Aug 8, 2025; changes are measured from that close.
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 8, 2025Filed 0 days later | Spouse | Tesla, Inc. - Common StockTSLAStocks (including ADRs) [ST]Held in: Baird Trust Company TTEE FBO/Inherited Beneficiary IRA/John Eldridge Deceased IRA/Sara Smith BeneficiaryComment: This stock was part of the Inherited Beneficiary IRA spouse received upon the death of her father in 2021. Spouse has chosen to divest of all the stocks contained within this IRA. As this is an Inherited Beneficiary IRA, there are no capital gains on this sale. | Sale | $1,001 - $15,000 | Notified Aug 8, 2025New | ||||||||||||||||||||||||||
Disclosed 0 days after the trade. TSLA closed at $329.65 on Aug 8, 2025; changes are measured from that close.
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 8, 2025Filed 0 days later | Spouse | Union Pacific Corporation Common StockUNPStocks (including ADRs) [ST]Held in: Baird Trust Company TTEE FBO/Inherited Beneficiary IRA/John Eldridge Deceased IRA/Sara Smith BeneficiaryComment: This stock was part of the Inherited Beneficiary IRA spouse received upon the death of her father in 2021. Spouse has chosen to divest of all the stocks contained within this IRA. As this is an Inherited Beneficiary IRA, there are no capital gains on this sale. | Sale | $1,001 - $15,000 | Notified Aug 8, 2025New | ||||||||||||||||||||||||||
Disclosed 0 days after the trade. UNP closed at $222.24 on Aug 8, 2025; changes are measured from that close.
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 8, 2025Filed 0 days later | Spouse | United Parcel Service, Inc. Common StockUPSStocks (including ADRs) [ST]Held in: Baird Trust Company TTEE FBO/Inherited Beneficiary IRA/John Eldridge Deceased IRA/Sara Smith BeneficiaryComment: This stock was part of the Inherited Beneficiary IRA spouse received upon the death of her father in 2021. Spouse has chosen to divest of all the stocks contained within this IRA. As this is an Inherited Beneficiary IRA, there are no capital gains on this sale. | Sale | $1,001 - $15,000 | Notified Aug 8, 2025New | ||||||||||||||||||||||||||
Disclosed 0 days after the trade. UPS closed at $86.67 on Aug 8, 2025; changes are measured from that close.
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 8, 2025Filed 0 days later | Spouse | Walt Disney CompanyDISStocks (including ADRs) [ST]Held in: Baird Trust Company TTEE FBO/Inherited Beneficiary IRA/John Eldridge Deceased IRA/Sara Smith BeneficiaryComment: This stock was part of the Inherited Beneficiary IRA spouse received upon the death of her father in 2021. Spouse has chosen to divest of all the stocks contained within this IRA. As this is an Inherited Beneficiary IRA, there are no capital gains on this sale. | Sale | $1,001 - $15,000 | Notified Aug 8, 2025New | ||||||||||||||||||||||||||
Disclosed 0 days after the trade. DIS closed at $112.43 on Aug 8, 2025; changes are measured from that close.
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 8, 2025Filed 0 days later | Spouse | Weyerhaeuser Company Common StockWYStocks (including ADRs) [ST]Held in: Baird Trust Company TTEE FBO/Inherited Beneficiary IRA/John Eldridge Deceased IRA/Sara Smith BeneficiaryComment: This stock was part of the Inherited Beneficiary IRA spouse received upon the death of her father in 2021. Spouse has chosen to divest of all the stocks contained within this IRA. As this is an Inherited Beneficiary IRA, there are no capital gains on this sale. | Sale | $1,001 - $15,000 | Notified Aug 8, 2025New | ||||||||||||||||||||||||||
Disclosed 0 days after the trade. WY closed at $25.48 on Aug 8, 2025; changes are measured from that close.
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. | |||||||||||||||||||||||||||||||