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Gary C. Peters, official portrait

Gary C. Peters

Sen. (D-MI)

Also filed as Gary Peters

Disclosed trades
84
Purchases
53
Sales
26
Stocks traded
59
Likely still held
32
Latest trade
Jul 23, 2026
Latest filing
Aug 7, 2026

Stocks traded

Most-filed 24 of 59 tickers, with the latest disclosed action
CVSCVS Health Corp.BoughtApr 26, 2018IVZInvesco Ltd.SoldOct 17, 2024ORealty Income CorporationBoughtJul 23, 2026SPGSimon Property Group, Inc.BoughtMay 25, 2021TAT&T Inc.BoughtJun 29, 2026VZVerizon Communications Inc.BoughtDec 12, 2025AEPAmerican Electric Power Company, Inc.BoughtJan 15, 2021ARCCAres Capital CorporationBoughtNov 13, 2017CAGConagra Brands, Inc.BoughtNov 14, 2025IFFInternational Flavors & Fragrances Inc.SoldMay 14, 2024INTCIntel Corp.SoldDec 12, 2025NUENucor CorporationSoldMar 13, 2023OFCOFCBoughtNov 29, 2021OGNOrganon & Co.SoldOct 7, 2025SHWThe Sherwin-Williams CompanySoldApr 25, 2019STAGSTAG Industrial, Inc.BoughtJan 15, 2021TFCTruist Financial CorporationBoughtMar 14, 2023WBDWarner Bros. Discovery, Inc.SoldDec 12, 2022WPCW. P. Carey Inc.BoughtJan 12, 2026ABBVAbbVie Inc.BoughtSep 10, 2015BHFBrighthouse Financial, Inc.SoldAug 23, 2017CCLCarnival Corporation & plcSoldMay 14, 2024CPGXCPGXSoldMay 24, 2016CTVACorteva, Inc.SoldApr 23, 2026

Likely current holdings

18 most recently active of 32

Positions whose disclosed filings show purchases without a later sale that closed them. Filings lag trades by up to 45 days and report ranges, not sizes, so this is an inference from public disclosures, not verified ownership.

OFirst bought Jul 21, 2021Last bought Jul 23, 20263 filingsTFirst bought Sep 10, 2015Last bought Jun 29, 20263 filingsOn the 2025 disclosureKHCFirst bought May 21, 20261 filingPEPFirst bought Apr 23, 20261 filingOn the 2025 disclosureSJMFirst bought Apr 23, 20261 filingOn the 2025 disclosureSWKFirst bought Jan 12, 20261 filingOn the 2025 disclosureWPCFirst bought Jan 26, 2016Last bought Jan 12, 20262 filingsOn the 2025 disclosureVZFirst bought Sep 30, 2016Last bought Dec 12, 20253 filingsOn the 2025 disclosureCAGFirst bought Nov 29, 2021Last bought Nov 14, 20252 filingsOn the 2025 disclosureIBMFirst bought Jan 3, 20221 filingOn the 2025 disclosureHBANFirst bought Dec 7, 20211 filingOn the 2025 disclosureOFCFirst bought Jan 5, 2018Last bought Nov 29, 20212 filingsFSKFirst bought Aug 27, 20211 filingOn the 2025 disclosureJNPRFirst bought Jun 7, 20211 filingSPGFirst bought Dec 30, 2016Last bought May 25, 20213 filingsOn the 2025 disclosureVPUFirst bought Apr 15, 20211 filingOn the 2025 disclosureAEPFirst bought Dec 14, 2020Last bought Jan 15, 20212 filingsOn the 2025 disclosureSTAGFirst bought Jun 16, 2015Last bought Jan 15, 20212 filingsOn the 2025 disclosure+14 more in the ledger

Reported holdings

257 assets listed

As reported in their 2025 annual disclosure, filed May 14, 2026.

The assets and value ranges below are copied from that filing. Amounts are the ranges the form provides, shown as filed and never combined.

FFord Motor CompanySpouse$1,001 - $15,000INTCIntel Corp.SpouseNone (or less than $1,001)JNJJohnson & JohnsonSpouse$15,001 - $50,000UPSUnited Parcel Service, Inc.Spouse$15,001 - $50,000CDPCOPT Defense PropertiesSpouse$15,001 - $50,000SLQDiShares 0-5 Year Investment Grade Corporate Bond ETFSpouse$15,001 - $50,000BXMTBlackstone Mortgage Trust, Inc.$1,001 - $15,000CSCOCisco Systems, Inc.$50,001 - $100,000CLXThe Clorox Company$15,001 - $50,000EMREmerson Electric Co.$15,001 - $50,000GMGeneral Motors Company$15,001 - $50,000NEENextEra Energy, Inc.$15,001 - $50,000SWKStanley Black & Decker, Inc.$1,001 - $15,000UNPUnion Pacific Corporation$15,001 - $50,000WPCW. P. Carey Inc.$15,001 - $50,000SDYState Street SPDR S&P Dividend ETF$15,001 - $50,000MDYState Street SPDR S&P MIDCAP 400 ETF Trust$50,001 - $100,000SPYState Street SPDR S&P 500 ETF$50,001 - $100,000QCOMQUALCOMM Incorporated$15,001 - $50,000STAGSTAG Industrial, Inc.$15,001 - $50,000SPSMState Street SPDR Portfolio S&P 600 Small Cap ETF$15,001 - $50,000CVSCVS Health Corp.$15,001 - $50,000SPGSimon Property Group, Inc.$15,001 - $50,000AEPAmerican Electric Power Company, Inc.$15,001 - $50,000
Show 70 more listed stocks and funds
RTXRTX Corporation$15,001 - $50,000FSKFS KKR Capital Corp.$1,001 - $15,000VPUVanguard Utilities ETF$15,001 - $50,000IBMInternational Business Machines Corporation$15,001 - $50,000JEPIJPMorgan Equity Premium Income ETF$15,001 - $50,000SCHDSchwab U.S. Dividend Equity ETF$15,001 - $50,000IGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$15,001 - $50,000SHYGiShares 0-5 Year High Yield Corporate Bond ETF$15,001 - $50,000SPBOState Street SPDR Portfolio Corporate Bond ETF$15,001 - $50,000SPHYState Street SPDR Portfolio High Yield Bond ETF$15,001 - $50,000DVYiShares Select Dividend ETF$15,001 - $50,000SCHYSchwab International Dividend Equity ETF$15,001 - $50,000JAAAJanus Henderson AAA CLO ETF$15,001 - $50,000JMBSJanus Henderson Mortgage-Backed Securities ETF$15,001 - $50,000SGOViShares 0-3 Month Treasury Bond ETF$100,001 - $250,000ABTAbbott Laboratories$15,001 - $50,000ABBVAbbVie Inc.$50,001 - $100,000APDAir Products and Chemicals, Inc.$15,001 - $50,000ALLThe Allstate Corporation$15,001 - $50,000TAT&T Inc.$15,001 - $50,000BACBank of America Corporation$50,001 - $100,000BMYBristol-Myers Squibb Company$15,001 - $50,000CMSCMS Energy Corporation$15,001 - $50,000KOThe Coca-Cola Company$15,001 - $50,000CLColgate-Palmolive Company$15,001 - $50,000CAGConagra Brands, Inc.$15,001 - $50,000EGPEastGroup Properties, Inc.$15,001 - $50,000ECLEcolab Inc.$50,001 - $100,000GISGeneral Mills, Inc.$15,001 - $50,000JPMJPMorgan Chase & Co.$50,001 - $100,000KMBKimberly-Clark Corporation$15,001 - $50,000LOWLowe's Companies, Inc.$100,001 - $250,000MCDMcDonald's Corporation$15,001 - $50,000MDTMedtronic plc$15,001 - $50,000MRKMerck & Co., Inc.$15,001 - $50,000METMetLife, Inc.$15,001 - $50,000MSFTMicrosoft Corporation$100,001 - $250,000MDLZMondelez International, Inc.$15,001 - $50,000NINiSource Inc$1,001 - $15,000PEPPepsiCo, Inc.$15,001 - $50,000PFEPfizer Inc.$1,001 - $15,000PPGPPG Industries, Inc.$15,001 - $50,000PGThe Procter & Gamble Company$50,001 - $100,000SHWThe Sherwin-Williams Company$100,001 - $250,000SJMThe J. M. Smucker Company$1,001 - $15,000VZVerizon Communications Inc.$15,001 - $50,000WMTWalmart Inc.$50,001 - $100,000MMM3M Company$15,001 - $50,000EFAiShares MSCI EAFE ETF$1,001 - $15,000DTEDTE Energy Company$15,001 - $50,000ARCCAres Capital Corporation$15,001 - $50,000DOWDow Inc.$1,001 - $15,000CTVACorteva, Inc.$15,001 - $50,000TFCTruist Financial Corporation$15,001 - $50,000IDViShares International Select Dividend ETF$15,001 - $50,000SPDWState Street SPDR Portfolio Developed World ex-US ETF$15,001 - $50,000VTRSViatris Inc.None (or less than $1,001)SPHDInvesco S&P 500 High Dividend Low Volatility ETF$15,001 - $50,000DTMDT Midstream, Inc.$1,001 - $15,000HBANHuntington Bancshares Incorporated$1,001 - $15,000OGNOrganon & Co.None (or less than $1,001)XELXcel Energy Inc.$1,001 - $15,000HDViShares Core High Dividend ETF$15,001 - $50,000SPYDState Street SPDR Portfolio S&P 500 High Dividend ETF$15,001 - $50,000PFFDGlobal X - U.S. Preferred ETF$15,001 - $50,000VYMIVanguard International High Dividend Yield ETF$15,001 - $50,000PFFiShares Preferred and Income Securities ETF$15,001 - $50,000PFXFVanEck Preferred Securities ex Financials ETF$15,001 - $50,000QQnity Electronics, Inc.$1,001 - $15,000VTEBVanguard Tax-Exempt Bond ETF$50,001 - $100,000

Other reported assets (163)

  • Northwestern Mutual Life Insurance Provider: Northwestern Mutual$15,001 - $50,000
  • Transamerica Advisors Life Insurance Provider: Transamerica Capital$50,001 - $100,000
  • Congressional Federal (Washington, DC) Type: Certificate of Deposit, Checking, Savings$250,001 - $500,000
  • Metlife Provider: MetLife Filer comment: Single Premium Fixed Annuity$50,001 - $100,000
  • Michigan Education Savings Program/ AGP Institution: TIAA-CREF
  • Principal Plus Interest Option$1,001 - $15,000
  • Community Foundation for SE Michigan MPPSpouse
  • Goldman Sachs Fs Government FstSpouse$1,001 - $15,000
  • T Rowe Price Retirement 2030 AdvSpouse$50,001 - $100,000
  • Community Foundation for SE MI 403(B) Plan Company: Wells Fargo (New York, NY) Description: Community Foundation for SE MichiganSpouse
  • RERCX-American Funds Europacific Growth R3 (NASDAQ) Filer comment: Fund transferred to Fidelity Adv International Cap fund.SpouseNone (or less than $1,001)
  • PESPX - BNY Mellon MidCap Index Fund Investor Shares Filer comment: Fund was replaced by Fidelity Mid Cap Index FundSpouseNone (or less than $1,001)
Show 151 more
  • T Rowe Price Retirement 2020 AdvSpouse$15,001 - $50,000
  • T Rowe Price Retirement 2030 AdvSpouse$15,001 - $50,000
  • Goldman Sachs Fs Government FstSpouse$15,001 - $50,000
  • VFIAX - Vanguard 500 Index Fund Admiral Shares Filer comment: Fund was replaced by Fidelity 500 Index FundSpouseNone (or less than $1,001)
  • FXAIX - Fidelity 500 Index FundSpouse$100,001 - $250,000
  • FSMDX - Fidelity Mid Cap Index FundSpouse$50,001 - $100,000
  • FIDZX - Fidelity Advisor International Capital Appreciation Fund - Class ZSpouse$15,001 - $50,000
  • State of Michigan 401(k) Plan Company: Voya (New York, NY) Description: State of Michigan
  • SSgA Target Retirement 2025 Filer comment: Account assets were rolled over to UBS SEP in 2025.None (or less than $1,001)
  • Stable Value Fund Filer comment: Account assets were rolled over to UBS SEP in 2025.None (or less than $1,001)
  • Dodge & Cox Stock Filer comment: Account assets were rolled over to UBS SEP in 2025.None (or less than $1,001)
  • T Rowe Price Mid Cap Value Filer comment: Account assets were rolled over to UBS SEP in 2025.None (or less than $1,001)
  • American Fund Europacific Growth Filer comment: Account assets were rolled over to UBS SEP in 2025.None (or less than $1,001)
  • State of Michigan 457 Plan Company: Voya (New York, NY) Description: State of Michigan
  • Stable Value Fund Filer comment: Account assets were rolled over to UBS SEP in 2025.None (or less than $1,001)
  • SSgA S&P 500 Index Filer comment: Account assets were rolled over to UBS SEP in 2025.None (or less than $1,001)
  • Jennison Large Cap Growth Filer comment: Account assets were rolled over to UBS SEP in 2025.None (or less than $1,001)
  • SSgA S&P MidCap Index Filer comment: Account assets were rolled over to UBS SEP in 2025.None (or less than $1,001)
  • Ceredex Small-Cap Value Filer comment: Account assets were rolled over to UBS SEP in 2025.None (or less than $1,001)
  • American Fund Europacific Growth Filer comment: Account assets were rolled over to UBS SEP in 2025.None (or less than $1,001)
  • UBS Resource Management AccountJoint
  • UBS-UBS Group AG (NYSE)Joint$50,001 - $100,000
  • UBS Insured Sweep Program (New York, NY) Type: Brokerage Sweep AccountJoint$1,001 - $15,000
  • UBS Retirement Account- Colleen's IRASpouse
  • JWN - Nordstrom Inc. (NYSE) Filer comment: The company was sold and stock was exchanged for cash on May 22, 2025.SpouseNone (or less than $1,001)
  • AIVSX-American Funds Invmt Co of Amer A (NASDAQ)Spouse$15,001 - $50,000
  • Morgan Stanley (New York, NY) Type: Certificate of Deposit Filer comment: Redemption on April 16, 2025.SpouseNone (or less than $1,001)
  • State Bank India IL US (New York, NY) Type: Certificate of DepositSpouse$1,001 - $15,000
  • UBS Insured Sweep Program (New York, NY) Type: Brokerage Sweep AccountSpouseNone (or less than $1,001)
  • UBS Bank USA Core Savings (New York, NY) Type: SavingsSpouse$15,001 - $50,000
  • UBS Bk USA Salt LA UT US (Salt Lake, UT) Type: Certificate of DepositSpouse$1,001 - $15,000
  • Morgan Stanley Bk UT US 4.5500% Mat 04/17/2028 (New York, NY) Type: Certificate of DepositSpouse$1,001 - $15,000
  • Valley Natl Bank (Morristown, NJ) Type: Certificate of Deposit Filer comment: Purchased April 16th, 2025.Spouse$15,001 - $50,000
  • UBS Retirement Accounts- Gary's Simplified Employee Pension Plan
  • OCSL - Oaktree Specialty Lending Corporation - Common Sto$1,001 - $15,000
  • MPW - Medical Properties Trust Inc. (NYSE)$1,001 - $15,000
  • IGR - CBRE Global Real Estate (NYSE)$1,001 - $15,000
  • CSQ-Calamos Strategic Total Return (NASDAQ)$15,001 - $50,000
  • Lincoln Natl Corp B/E 3.35% 03/09/25 Rate/Coupon: 3.35% Matures: 03/09/25 Filer comment: Matured on 3/09/25.None (or less than $1,001)
  • Cigna Corp B/E 3.25% 04/15/25 Rate/Coupon: 3.25% Matures: 04/15/2025 Filer comment: Matured on 4/15/25.None (or less than $1,001)
  • Verizon Communications 2.625% 08/15/26 Rate/Coupon: 2.625% Matures: 08/15/2026 Filer comment: Redeemed on 4/23/25.None (or less than $1,001)
  • Ford Motor Credit Co LLC 3.30% 09/20/26 Rate/Coupon: 3.30% Matures: 09/20/2026$15,001 - $50,000
  • Pacific Gas & Elec B/E Call@MW+20BP Rate/Coupon: 2.950% Matures: 03/01/2026$15,001 - $50,000
  • Genl Mills Inc NTS B/E Rate/Coupon: 4.00% Matures: 04/17/2025 Filer comment: Matured on 4/17/25.None (or less than $1,001)
  • Healthcare Realy Tr Inc Rate/Coupon: 3.875% Matures: 05/01/2025 Filer comment: Matured on 5/01/25.None (or less than $1,001)
  • Capital One Financial Co Rate/Coupon: 4.20% Matures: 10/29/2025 Filer comment: Redeemed on 9/30/25.None (or less than $1,001)
  • WP Carey Inc B/E Rate/Coupon: 4.25% Matures: 10/01/2026$1,001 - $15,000
  • General Elec Cap Corp Rate/Coupon: 4.05% Matures: 02/15/2027$1,001 - $15,000
  • Humana Inc NTS B/E Rate/Coupon: 3.95% Matures: 03/15/2027$1,001 - $15,000
  • Nordstrom Inc B/E Rate/Coupon: 4.00% Matures: 03/15/2027$1,001 - $15,000
  • Nextera Energy Capital Rate/Coupon: 3.55% Matures: 05/01/2027$1,001 - $15,000
  • Bank of Amer Corp Rate/Coupon: 3.248% Matures: 10/21/2027$1,001 - $15,000
  • GATX Corp B/E Rate/Coupon: 3.50% Matures: 03/15/2028$15,001 - $50,000
  • American Intl Group B/E 3.900% Matures 04/01/2026 Rate/Coupon: 3.900% Matures: 04/01/2026 Filer comment: Redeemed on 6/26/25.None (or less than $1,001)
  • Brighthouse Finl Inc NTS 3.700% Matures 6/22/2027 Rate/Coupon: 3.700% Matures: 06/22/2027$1,001 - $15,000
  • Leggett & Platt Inc B/E 3.500% Matures 11/15/2027 Rate/Coupon: 3.500% Matures: 11/15/2027$15,001 - $50,000
  • Anheuser-Busch Inbev 4.00% Matures 04/13/2028 Rate/Coupon: 4.000% Matures: 04/13/2028 Filer comment: Redeemed on 5/30/25.None (or less than $1,001)
  • Nucor Corp NTS B/E 3.95% Matures 05/01/2028 Rate/Coupon: 3.95% Matures: 05/01/2028$1,001 - $15,000
  • Nextera Energy Capital 3.50% Matures 04/01/2029 Rate/Coupon: 3.50% Matures: 04/01/2029$1,001 - $15,000
  • Simon Ppty Group LP B/E 2.45% Matures 09/13/2029 Rate/Coupon: 2.45% Matures: 09/13/2029$1,001 - $15,000
  • Georgia Power CO B/E 2.65% Matures 09/15/2029 Rate/Coupon: 2.65% Matures: 09/15/2029$1,001 - $15,000
  • Alexandria Real Estate 2.75% Matures 12/15/2029 Rate/Coupon: 2.75% Matures: 12/15/2029$1,001 - $15,000
  • Ally Finl Inc NTS B/E 2.200% Matures 2/15/2025 Rate/Coupon: 2.20% Matures: 2/15/2025 Filer comment: Matured on 2/15/25.None (or less than $1,001)
  • Coca-Cola B/E 2.125% 09/06/2029 Rate/Coupon: 2.125% Matures: 09/06/2029$1,001 - $15,000
  • ONL - Orion Office REIT Inc. Common StockNone (or less than $1,001)
  • WDIV - SPDR??S&P??Global Dividend Fund$15,001 - $50,000
  • Ford Motor Crdt Co LLC NTS B/E Rate 2.550% Matures 7/20/26 Rate/Coupon: 2.55% Matures: 07/20/26$15,001 - $50,000
  • BRW - Saba Capital Income & Opportunities Fund SBI$1,001 - $15,000
  • UBS Insured Sweep Program (New York, NY) Type: Brokerage Sweep AccountNone (or less than $1,001)
  • UBS Bank USA Core Savings (New York, NY) Type: Savings$500,001 - $1,000,000
  • O - Realty Income Corporation Common Stock$15,001 - $50,000
  • NLOP - Net Lease Office PropertiesNone (or less than $1,001)
  • Wells Fargo Bk NA NV US 4.5500% Matures 02/18/2025 (San Francisco, CA) Type: Certificate of Deposit Filer comment: Matured on 2/18/25.None (or less than $1,001)
  • American Exp Natl UT US 5.0000% Matures 03/23/2026 (New York, NY) Type: Certificate of Deposit$15,001 - $50,000
  • Lafayette Fed Cred Md US 5.2500% Matures 11/30/2026 (Rockville, MD) Type: Certificate of Deposit$15,001 - $50,000
  • Morgan Stanley PRI NY US 4.8500% Matures 03/30/2027 (New York, NY) Type: Certificate of Deposit$15,001 - $50,000
  • Bank of America NC US 4.6500%, Mat 02/23/2026 (New York, NY) Type: Certificate of Deposit$15,001 - $50,000
  • Sallie Mae Bank UT US 4.5000%, Mat 07/26/2027 (Newark, DE) Type: Certificate of Deposit$15,001 - $50,000
  • Valley Natl Bank (Morristown, NJ) Type: Certificate of Deposit Filer comment: Purchased April 16, 2025.$15,001 - $50,000
  • UBS Resource Management Account Filer comment: Gary's Trust Account
  • BK - The Bank of New York Mellon Corporation (NYSE)$50,001 - $100,000
  • HR - Healthcare Realty Trust Incorporated (NYSE)$1,001 - $15,000
  • HTD - John Hancock Tax Advantaged Div (NYSE)$15,001 - $50,000
  • UBS Bank USA (New York, NY) Type: Brokerage Sweep Account Filer comment: UBS FDIC-Insured Deposit Program$1,001 - $15,000
  • MMC - Marsh & McLennan Companies, Inc.$15,001 - $50,000
  • Plymouth Canton MI CSD Assur 3.25% 050130 Rate/Coupon: 3.25% Matures: 05/01/2030$15,001 - $50,000
  • Sault Ste Marie MI Build 3.00% 040131 Rate/Coupon: 3.00% Matures: 04/01/2031$15,001 - $50,000
  • Sonoma Valley Ca Uni 2015 3.125% 080133 Rate/Coupon: 3.125% Matures: 08/01/2033$1,001 - $15,000
  • St Charles MI Cmnty Sch Assur 3.75% 050135 Rate/Coupon: 3.75% Matures: 05/01/2035$1,001 - $15,000
  • Carman-Ainsworth Cmnty OID 3.00% 05/01/27 Rate/Coupon: 3.00% Matures: 05/01/2027$1,001 - $15,000
  • Grand Valley Mi St Univ 3.00% 12/01/31 Rate/Coupon: 3.00% Matures: 12/01/2031$1,001 - $15,000
  • Oakland Mi Schls Inter SC 3.125% 05/01/34 Rate/Coupon: 3.125% Matures: 05/01/2034$1,001 - $15,000
  • Parchment Mi Sch SR A 3.25% 05/01/34 Rate/Coupon: 3.25% Matures: 05/01/2034$15,001 - $50,000
  • Philadelphia PA Stewtr RV OID 3.125% 10/01/35 Rate/Coupon: 3.125% Matures: 10/01/2035$1,001 - $15,000
  • Washoe Cnty Nev Sch Dst 3.125% 06/01/36 Rate/Coupon: 3.125% Matures: 06/01/2036$1,001 - $15,000
  • Connecticut St for Issue SR E 3.375% 10/15/36 Rate/Coupon: 3.375%R Matures: 10/15/2036$1,001 - $15,000
  • Maricopa Cnty AZ Indl SR A RV 3.25% 01/01/37 Rate/Coupon: 3.25% Matures: 01/01/2037$1,001 - $15,000
  • Celina Tx Indpt Sch Perma OID 3.00% 08/15/37 Rate/Coupon: 3.00% Matures: 08/15/2037$1,001 - $15,000
  • Victoria Tex Indpt Sch Dist Unrefunded Balance - REF Rate/Coupon: 3.125% Matures: 02/15/2038 Filer comment: Redeemed on February 18, 2025.None (or less than $1,001)
  • Chippewa Ohio Loc Sch Ohio SR1 3.00% 11/01/42 Rate/Coupon: 3.00% Matures: 11/01/2042$1,001 - $15,000
  • Spokane WA Rate/Coupon: 3.00% Matures: 12/01/2032$1,001 - $15,000
  • Miami-Dade Cnty BE/R Rate/Coupon: 3.250% Matures: 03/15/2033$15,001 - $50,000
  • Guilford Cnty NC SR B Rate/Coupon: 3.125% Matures: 05/01/2035$1,001 - $15,000
  • Anderson Cnty SC South OID 97.116 SR B/R Rate/Coupon: 3.000% Matures: 03/01/2027$1,001 - $15,000
  • Multnomah Cnty OR Orego OID 96.932 SR/R Rate/Coupon: 3.000% Matures: 06/15/2037$1,001 - $15,000
  • Massachusetts St for Iss SR E OID 96.863 BE/ R Rate/Coupon: 3.250% Matures: 09/01/2038$15,001 - $50,000
  • Turlock CA Uni Sch 2017 OID 98.475 BE/ R Rate/Coupon: 3.500% Matures: 08/01/2039$15,001 - $50,000
  • Milltown NJ Gen Impt Rate/Coupon: 3.00% Matures: 05/01/2028$15,001 - $50,000
  • Lenawee Cnty Mich Go Ltd Rate/Coupon: 3.25% Matures: 05/01/32$1,001 - $15,000
  • Maryland St for Issues Dated Prior to 08/05/11 Rate/Coupon: 3.125% Matures: 03/15/33$1,001 - $15,000
  • Madison Ala Go Sch WTS Rate/Coupon: 3.625% Matures: 02/01/34$15,001 - $50,000
  • Michigan Fin Auth Rate/Coupon: 3.125% Matures: 12/01/35$1,001 - $15,000
  • Dearborn MI Rate/Coupon: 3.00% Matures: 04/01/36$1,001 - $15,000
  • Lexington-Fayette Urban SR A Rate/Coupon: 3.50% Matures: 10/01/36$1,001 - $15,000
  • Memphis Tenn Gen Rate/Coupon: 3.50% Matures: 06/01/37$1,001 - $15,000
  • Mason Mich Pub Schs Dist Sch Bldg and Site BDS 2018-I Rate/Coupon: 3.375% Matures: 05/01/38$1,001 - $15,000
  • Amarillo Tex Go Rate/Coupon: 3.50% Matures: 02/15/39$1,001 - $15,000
  • Dupont de Nemours Inc$1,001 - $15,000
  • Victoria Tx Indpt Sch Dist Prerefunded-REF Rate/Coupon: 3.125% Matures: 02/15/2038 Filer comment: Redeemed on February 18, 2025.None (or less than $1,001)
  • Cook Cnty Ill Sch 2.875% Matures 05/01/2039 Rate/Coupon: 2.875% Matures: 05/01/2039$1,001 - $15,000
  • Virginia Commnwlth Trans 3.00% Matures 05/15/40 Rate/Coupon: 3.00% Matures: 05/15/2040$1,001 - $15,000
  • Oak Grove Ca Sch 3.00% Matures 08/01/2040 Rate/Coupon: 3.00% Matures: 08/01/2040$1,001 - $15,000
  • Honolulu Hi City & Cnty 3.00% Matures 10/01/2041 Rate/Coupon: 3.00% Matures: 10/01/2041$1,001 - $15,000
  • Santa Clara CA UNI SCH DIST 3.00% Matures 07/01/2042 Rate/Coupon: 3.00% Matures: 07/01/2042$1,001 - $15,000
  • Cleveland Ohio GO VAR PURP 3.00% Matures 12/01/2043 Rate/Coupon: 3.00% Matures: 12/01/2043$1,001 - $15,000
  • Brookhaven Ga Dev 3.00% Matures 07/01/2046 Rate/Coupon: 3.00% Matures: 07/01/2046$1,001 - $15,000
  • Kings Park NY Cent Sch D 2.00% Matures 9/1/33 Rate/Coupon: 2.0% Matures: 09/01/2033$1,001 - $15,000
  • JNPR - Juniper Networks, Inc. Common Stock Filer comment: Exchanged to cash on July 3, 2025.None (or less than $1,001)
  • UBS Bank USA Core Savings (New York, NY) Type: Savings$100,001 - $250,000
  • Will Cnty Il Be/ R Rate 4.000% Mature 11/15/29 Rate/Coupon: 4.0000% Matures: 11/15/2029 Filer comment: Redeemed on Number 15, 2025.None (or less than $1,001)
  • Cook Cnty Il HSD Build Rv OID Rate 3.000% Matures 12/01/2029 Rate/Coupon: 3.000% Matures: 12/01/2029$15,001 - $50,000
  • Regional Trans Dist Co SR A RV OID Rate 3.500% Matures 06/01/2031 Rate/Coupon: 3.500% Matures: 06/01/2031 Filer comment: Redeemed on June 1, 2025.None (or less than $1,001)
  • Comal Cnty Tx OID 97.75 Rate 3.250% Matures 02/01/2032 Rate/Coupon: 3.250% Matures: 02/01/2032$15,001 - $50,000
  • El Paso Tex Indpt Sch Perma OID98 Rate 3.000% Matures 08/15/2032 Rate/Coupon: 3.000% Matures: 08/15/2032$15,001 - $50,000
  • Milwaukee WI SR B3 OID Rate 3.000% Matures 03/01/2033 Rate/Coupon: 3.000% Matures: 03/01/2033$1,001 - $15,000
  • Cook Co Il Cmnty Unit Assur OID Rate 3.375% Matures 12/01/2034 Rate/Coupon: 3.375% Matures: 12/01/2034$15,001 - $50,000
  • JBBB - Janus Detroit Street Trust Janus Henderson B-BBB C Filer comment: Purchased additional share on February 20, 2025.$15,001 - $50,000
  • UBS Resource Management AccountJoint
  • AIVSX - American Funds Invmt Co of Amer AJoint$15,001 - $50,000
  • VAFAX - Invesco American Franchise A Filer comment: Fund was sold on 6/4/25.JointNone (or less than $1,001)
  • PCLCX - PACE Large Co Growth Equity PJoint$15,001 - $50,000
  • UBS Bank USA (New York, NY) Type: Brokerage Sweep AccountJointNone (or less than $1,001)
  • UBS Bank USA Core Savings (New York, NY) Type: SavingsJoint$1,001 - $15,000
  • Ascensus Individual 401(K) Filer comment: Previously known as Vanguard Individual 401 (K)Spouse
  • Vanguard Wellington Fund (VWELX)Spouse$250,001 - $500,000
  • VMFXX - Vanguard Federal Money Market FundSpouse$50,001 - $100,000
  • VMVFX - Vanguard Global Minimum Volatility Fund Investor SSpouse$50,001 - $100,000
  • VASVX - Vanguard Whitehall Funds Selected Value FundSpouse$50,001 - $100,000
  • VTTHX - Vanguard Target Retirement 2035 Fund Filer comment: Purchased Jun-Dec 2024.Spouse$50,001 - $100,000
  • Meaningful Impact Consulting LLC Company: Meaningful Impact Consulting LLC (Bloomfield Twp, MI) Description: Consulting Filer comment: Gross receipts from self-employmentSpouse$15,001 - $50,000
  • United States Senate Federal Credit Union (Washington, DC) Type: Certificate of Deposit, Money Market Account, SavingsJoint$50,001 - $100,000

Filing ledger

Newest trade first, as disclosed under the STOCK Act
TradedStockTypeAmountDisclosedFiled afterdays from trade
Jul 23, 2026Realty Income CorporationOPurchase$1,001 - $15,000Aug 7, 202615 days
Jun 29, 2026AT&T Inc.TPurchase$1,001 - $15,000Jul 2, 20263 days
May 21, 2026The Kraft Heinz CompanyKHCPurchase$1,001 - $15,000Jun 11, 202621 days
Apr 23, 2026Corteva, Inc.CTVASale$15,001 - $50,000May 11, 202618 days
Apr 23, 2026The J. M. Smucker CompanySJMPurchase$1,001 - $15,000May 11, 202618 days
Apr 23, 2026PepsiCo, Inc.PEPPurchase$15,001 - $50,000May 11, 202618 days
Jan 12, 2026W. P. Carey Inc.WPCPurchase$15,001 - $50,000Jan 20, 20268 days
Jan 12, 2026Stanley Black & Decker, Inc.SWKPurchase$15,001 - $50,000Jan 20, 20268 days
Dec 12, 2025Intel Corp.INTCSale$15,001 - $50,000Jan 8, 202627 days
Dec 12, 2025Intel Corp.INTCSale (Full)$15,001 - $50,000Jan 7, 202626 days
Dec 12, 2025Verizon Communications Inc.VZPurchase$1,001 - $15,000Jan 7, 202626 days
Nov 14, 2025Conagra Brands, Inc.CAGPurchase$1,001 - $15,000Dec 4, 202520 days
Oct 7, 2025Organon & Co.OGNSale$1,001 - $15,000Nov 24, 202548 days
Jul 10, 2025Organon & Co.OGNSale (Full)$1,001 - $15,000Nov 24, 2025137 days
Oct 31, 2024Lamb Weston Holdings, Inc.LWSale (Full)$1,001 - $15,000Nov 14, 202414 days
Oct 31, 2024LEGLEGSale (Full)$1,001 - $15,000Nov 14, 202414 days
Oct 17, 2024Invesco Ltd.IVZSale (Full)$1,001 - $15,000Nov 14, 202428 days
Jul 17, 2024Otis Worldwide CorporationOTISSale (Full)$1,001 - $15,000Aug 5, 202419 days
May 14, 2024International Flavors & Fragrances Inc.IFFSale (Full)$15,001 - $50,000May 23, 20249 days
May 14, 2024Carnival Corporation & plcCCLSale (Full)$1,001 - $15,000May 23, 20249 days

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Amounts are the ranges reported on the public disclosure, not exact values. Members file within 45 days of a trade, so the filing date can trail the trade by weeks.