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Pete Ricketts, official portrait

Pete Ricketts

Sen. (R-NE)

Disclosed trades
25
Purchases
0
Sales
25
Stocks traded
25
Likely still held
0
Latest trade
Sep 21, 2023
Latest filing
Oct 20, 2023

Stocks traded

Most-filed 24 of 25 tickers, with the latest disclosed action
ABTAbbott LaboratoriesSoldSep 21, 2023ADPAutomatic Data Processing, Inc.SoldSep 21, 2023APAAPA CorporationSoldSep 21, 2023BRKBRK.BSoldSep 21, 2023CFCF Industries Holdings, Inc.SoldSep 21, 2023CUBECubeSmartSoldSep 21, 2023CVSCVS Health Corp.SoldSep 21, 2023EMREmerson Electric Co.SoldSep 21, 2023EQNREQNRSoldSep 21, 2023GDGeneral Dynamics CorporationSoldSep 21, 2023JNJJohnson & JohnsonSoldSep 21, 2023KOThe Coca-Cola CompanySoldSep 21, 2023MCDMcDonald's CorporationSoldSep 21, 2023MDTMedtronic plcSoldSep 21, 2023MRKMerck & Co., Inc.SoldSep 21, 2023NTRNTRSoldSep 21, 2023PGThe Procter & Gamble CompanySoldSep 21, 2023PLDPrologis, Inc.SoldSep 21, 2023PMPhilip Morris International Inc.SoldSep 21, 2023PNCThe PNC Financial Services Group, Inc.SoldSep 21, 2023UNHUnitedHealth Group IncorporatedSoldSep 21, 2023UNPUnion Pacific CorporationSoldSep 21, 2023VZVerizon Communications Inc.SoldSep 21, 2023WALWestern Alliance BancorporationSoldSep 21, 2023

Reported holdings

320 assets listed

As reported in their 2025 annual disclosure, filed May 15, 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.

DFASDimensional - US Small Cap ETFJoint$1,000,001 - $5,000,000DFATDimensional - US Targeted Value ETFJoint$500,001 - $1,000,000IJJiShares S&P Mid-Cap 400 Value ETFJoint$1,000,001 - $5,000,000TIPiShares TIPS Bond ETFJoint$500,001 - $1,000,000IGSBiShares 1-5 Year Investment Grade Corporate Bond ETFJoint$500,001 - $1,000,000SPYState Street SPDR S&P 500 ETFJoint$1,000,001 - $5,000,000SPYVState Street SPDR Portfolio S&P 500 Value ETFJoint$1,000,001 - $5,000,000SLYVState Street SPDR S&P 600 Small Cap Value ETFJoint$500,001 - $1,000,000MDYState Street SPDR S&P MIDCAP 400 ETF TrustJoint$1,000,001 - $5,000,000VTEBVanguard Tax-Exempt Bond ETFJoint$1,000,001 - $5,000,000VOOVanguard S&P 500 ETFJoint$250,001 - $500,000DFEMDimensional - Emerging Markets Core Equity 2 ETFJointNone (or less than $1,001)DUHPDimensional - US High Profitability ETFJointNone (or less than $1,001)MBBiShares MBS ETFJoint$500,001 - $1,000,000QUALiShares MSCI USA Quality Factor ETFJoint$100,001 - $250,000VEAVanguard FTSE Developed Markets ETFSpouse$100,001 - $250,000VWOVanguard FTSE Emerging Markets ETFSpouse$100,001 - $250,000VOVanguard Morningstar Mid-Cap ETFSpouse$100,001 - $250,000VOOVanguard S&P 500 ETFSpouse$100,001 - $250,000VBVanguard Morningstar Small-Cap ETFSpouse$100,001 - $250,000SCHWThe Charles Schwab CorporationJoint$25,000,001 - $50,000,000MUBiShares National Muni Bond ETFSpouse$250,001 - $500,000VEAVanguard FTSE Developed Markets ETFSpouse$250,001 - $500,000VWOVanguard FTSE Emerging Markets ETFSpouse$250,001 - $500,000
Show 22 more listed stocks and funds
VOVanguard Morningstar Mid-Cap ETFSpouse$250,001 - $500,000IGLBiShares 10+ Year Investment Grade Corporate Bond ETFSpouse$250,001 - $500,000SCHWThe Charles Schwab CorporationSpouseOver $1,000,000 and held independently by spouse or dependent childIEFAiShares Core MSCI EAFE ETFJoint$1,000,001 - $5,000,000IEMGiShares Core MSCI Emerging Markets ETFJoint$500,001 - $1,000,000IVViShares Core S&P 500 ETFJoint$1,000,001 - $5,000,000SCHWThe Charles Schwab CorporationJoint$5,000,001 - $25,000,000SCHWThe Charles Schwab CorporationJointNone (or less than $1,001)SCHWThe Charles Schwab CorporationJoint$5,000,001 - $25,000,000NLYAnnaly Capital Management, Inc.Joint$1,001 - $15,000SCHWThe Charles Schwab Corporation$25,000,001 - $50,000,000ILCGiShares Morningstar Growth ETF$500,001 - $1,000,000IVViShares Core S&P 500 ETF$500,001 - $1,000,000EEMiShares MSCI Emerging Markets ETF$100,001 - $250,000IEFiShares 7-10 Year Treasury Bond ETF$15,001 - $50,000SHYiShares 1-3 Year Treasury Bond ETF$15,001 - $50,000EFAiShares MSCI EAFE ETF$100,001 - $250,000IWDiShares Russell 1000 Value ETF$250,001 - $500,000IWMiShares Russell 2000 ETF$100,001 - $250,000SCHWThe Charles Schwab Corporation$5,000,001 - $25,000,000CWBState Street SPDR Bloomberg Convertible Securities ETF$15,001 - $50,000VOEVanguard Morningstar Mid-Cap Value ETF$100,001 - $250,000

Other reported assets (274)

  • South Dakota Retirement SystemSpouse$15,001 - $50,000
  • Lutz Account 1Joint
  • Boys Town Village Neb Revenue Bond Rate/Coupon: 3.0% Matures: 09/01/2028Joint$50,001 - $100,000
  • Buffalo County Neb General Obligation Bond Rate/Coupon: 2.0% Matures: 12/15/2027Joint$50,001 - $100,000
  • Cass County Neb General Obligation Bond Rate/Coupon: 2.5% Matures: 12/15/2025 Filer comment: MaturedJointNone (or less than $1,001)
  • DFCEX - Dfa Emerging Markets Core Equity PortfolioJoint$1,000,001 - $5,000,000
  • DFIEX - Dfa International Core Equity PortfolioJoint$5,000,001 - $25,000,000
  • DFGFX - Dfa Two-Year Global Fixed Income PortfolioJoint$500,001 - $1,000,000
  • Douglas County Neb General Obligation Bond Rate/Coupon: 5.0% Matures: 12/15/2025 Filer comment: MaturedJointNone (or less than $1,001)
  • Douglas County Neb General Obligation Bond Rate/Coupon: 5.0% Matures: 06/15/2026Joint$50,001 - $100,000
  • Fremont Neb General Obligation Bond Rate/Coupon: 1.25% Matures: 12/15/2026Joint$15,001 - $50,000
  • Hall County Neb School Dist Revenue Bond Rate/Coupon: 5.0% Matures: 12/15/2026Joint$50,001 - $100,000
Show 262 more
  • Kearney County Neb General Obligation Bond Rate/Coupon: 3.0% Matures: 06/01/2028Joint$50,001 - $100,000
  • Keith County Neb Sch Dist General Obligation Bond Rate/Coupon: 2.4% Matures: 12/15/2027Joint$50,001 - $100,000
  • LA Vista Neb General Obligation Bond Rate/Coupon: 3.0% Matures: 12/15/2027Joint$50,001 - $100,000
  • Metropolitan Utils Dist Omaha Neb Revenue Bond Rate/Coupon: 3.2% Matures: 12/01/2028Joint$50,001 - $100,000
  • Metropolitan Cmnty College Area Neb Revenue Bond Rate/Coupon: 3.0% Matures: 03/01/2032Joint$50,001 - $100,000
  • Metropolitan Utils Dist Omaha Neb Revenue Bond Rate/Coupon: 3.0% Matures: 12/01/2032Joint$15,001 - $50,000
  • Papillion Neb Sch Dist General Obligation Bond Rate/Coupon: 3.0% Matures: 12/01/2026Joint$100,001 - $250,000
  • STPZ - PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded FunJoint$250,001 - $500,000
  • Polk County Neb General Obligation Bond Rate/Coupon: 3.0% Matures: 06/15/2027Joint$50,001 - $100,000
  • Sarpy County Neb Sch Dist General Obligation Bond Rate/Coupon: 5.0% Matures: 06/15/2025 Filer comment: MaturedJointNone (or less than $1,001)
  • Sarpy County Neb Sch Dist General Obligation Bond Rate/Coupon: 5.0% Matures: 06/15/2028Joint$100,001 - $250,000
  • Saunders County Neb General Obligation Bond Rate/Coupon: 3.0% Matures: 11/01/2027Joint$100,001 - $250,000
  • Charles Schwab (New York, NY) Type: Brokerage Sweep AccountJoint$250,001 - $500,000
  • Scotts Bluff County General Obligation Bond Rate/Coupon: 1.7% Matures: 01/15/2026Joint$50,001 - $100,000
  • Stanton County Neb Util Revenue Bond Rate/Coupon: 1.7% Matures: 06/01/2027Joint$50,001 - $100,000
  • Schwab U.S. TIPS ETF (SCHP)Joint$50,001 - $100,000
  • Vanguard Total Bond Market Index Fund (BND)Joint$1,000,001 - $5,000,000
  • DFGBX - Dfa Five-Year Global Fixed Income PortfolioJoint$250,001 - $500,000
  • UBS Account 6Spouse
  • Chatham County NC Limited Obligation Bond Rate/Coupon: 5.0% Matures: 11/01/2031Spouse$100,001 - $250,000
  • Florida St Bd of Educ Revenue Bond Rate/Coupon: 5.0% Matures: 06/01/2032Spouse$100,001 - $250,000
  • Florida St Rt of Way Construction Ref Bond Rate/Coupon: 5.0% Matures: 06/01/2030Spouse$100,001 - $250,000
  • Hennepin County MN General Obligation Bond Rate/Coupon: 5.0% Matures: 12/01/2032Spouse$100,001 - $250,000
  • Jefferson County CO Sch Dist Revenue Bond Rate/Coupon: 4.0% Matures: 12/15/2033Spouse$50,001 - $100,000
  • Liberty Hill TX Indpt Sch Dist Revenue Bond Rate/Coupon: 5.0% Matures: 02/01/2032Spouse$50,001 - $100,000
  • Maricopa County AZ Sch Dist Revenue Bond Rate/Coupon: 5.0% Matures: 07/01/2027Spouse$50,001 - $100,000
  • Metropolitan Govt Nashville & Davidson TN Water & Sewer Revenue Bond Rate/Coupon: 5.0% Matures: 07/01/2033Spouse$100,001 - $250,000
  • Merrill Lynch (New York, NY) Type: Brokerage Sweep AccountSpouse$15,001 - $50,000
  • New York NY Transition Fin Auth Revenue Bond Rate/Coupon: 5.0% Matures: 11/01/2032Spouse$15,001 - $50,000
  • New York NY Transition Fin Auth Revenue Bond Rate/Coupon: 5.0% Matures: 11/01/2032Spouse$50,001 - $100,000
  • New York NY Transition Fin Auth Revenue Bond Rate/Coupon: 5.0% Matures: 11/01/2032Spouse$50,001 - $100,000
  • New York NY Transition Fin Auth Revenue Bond Rate/Coupon: 5.0% Matures: 11/01/2037Spouse$50,001 - $100,000
  • New York St Dorm Auth Revenue Bond Rate/Coupon: 5.0% Matures: 03/15/2034Spouse$100,001 - $250,000
  • New York St Dorm Auth Revenue Bond Rate/Coupon: 5.0% Matures: 03/15/2029Spouse$50,001 - $100,000
  • Richland County SC Sch Dist General Obligation Bond Rate/Coupon: 5.0% Matures: 03/01/2025 Filer comment: MaturedSpouseNone (or less than $1,001)
  • Texas Water Dev Brd Revenue Bond Rate/Coupon: 4.55% Matures: 10/15/2038Spouse$100,001 - $250,000
  • U.S. Treasury Note 11/15/2032 Rate/Coupon: None Matures: None Filer comment: 4.125%, 11/15/2032Spouse$250,001 - $500,000
  • Univ of Wyoming Revenue Bond Rate/Coupon: 4.0% Matures: 06/01/2038Spouse$50,001 - $100,000
  • Virginia St General Obligation Bond Rate/Coupon: 5.0% Matures: 06/01/2036Spouse$100,001 - $250,000
  • Washington County UT Sch Dist General Obligation Bond Rate/Coupon: 5.0% Matures: 03/01/2030Spouse$100,001 - $250,000
  • Wisconsin St Revenue Bond Rate/Coupon: 5.0% Matures: 07/01/2027Spouse$50,001 - $100,000
  • Woods Hole Mass St Revenue Bond Rate/Coupon: 5.0% Matures: 03/01/2028Spouse$50,001 - $100,000
  • UBS Account 1Joint
  • UBS Bank (New York, NY) Type: Brokerage Sweep Account, Money Market Account, SavingsJoint$1,000,001 - $5,000,000
  • JPR Spc Trust Filer comment: Disclosed asset values represent spousal beneficial interest of 25%Spouse
  • Merrill Lynch Acct 5Spouse
  • CSP III Distressed Opportunities Trust Description : Private Investment Partnership (New York, NY)Spouse$15,001 - $50,000
  • GSO Mezzanine Finance Trust Description : Private Investment Partnership (New York, NY)Spouse$1,001 - $15,000
  • GSO Mezzanine Finance Trust II Description : Private Investment Partnership (New York, NY)Spouse$15,001 - $50,000
  • ORBIMED Healthcare Investments Trust Description : Private Investment Partnership (New York, NY)Spouse$15,001 - $50,000
  • Merrill Lynch (New York, NY) Type: Brokerage Sweep AccountSpouse$50,001 - $100,000
  • UBS Account 7Spouse
  • UBS Bank (New York, NY) Type: Brokerage Sweep AccountSpouse$15,001 - $50,000
  • Vanguard S&P 500 ETF (VOO)Spouse$500,001 - $1,000,000
  • Vanguard Small-Cap Index Fund ETF Shares (VB)Spouse$250,001 - $500,000
  • RIFI LLC Company: RIFI LLC (Wilmington, DE) Description: Holding companySpouse
  • UBS Bank (New York, NY) Type: Brokerage Sweep AccountSpouseOver $1,000,000 and held independently by spouse or dependent child
  • Note receivable from JPR Spc Trust Company: JPR Spc Trust (Wilmington, DE)SpouseOver $1,000,000 and held independently by spouse or dependent child
  • Non-Exempt Trust A Filer comment: Asset valuation reflects reportable portion; transaction reports not required due to indirect trustJoint
  • UBS Account 2Joint
  • UBS Bank (New York, NY) Type: Brokerage Sweep Account, SavingsJoint$500,001 - $1,000,000
  • Citigroup Inc. Perpetual Rate/Coupon: 7.125% Matures: 11/15/2073Joint$50,001 - $100,000
  • Fifth Third Bancorp Perpetual Rate/Coupon: 4.5% Matures: 07/30/2069JointNone (or less than $1,001)
  • Wells Fargo Perpetual Rate/Coupon: 3.9% Matures: 01/26/2069Joint$50,001 - $100,000
  • JP Morgan BrokerageJoint
  • BSIIX - Blackrock Strategic Income Opportunities PortfolJoint$50,001 - $100,000
  • DMCRX - Driehaus Micro Cap Growth FundJoint$100,001 - $250,000
  • PMFLX - Pimco Flexible Municipal Income Fund InstitutionJoint$250,001 - $500,000
  • RMBMX - Rmb Smid Cap Fund Class IJoint$250,001 - $500,000
  • JP Morgan (New York, NY) Type: Brokerage Sweep AccountJoint$100,001 - $250,000
  • JP Morgan Brokerage Acct 2Joint
  • Citigroup Inc. Perpetual Rate/Coupon: 4.7% Matures: 12/31/2049 Filer comment: Income treated as dividends due to derivative nature of asset - asset calledJointNone (or less than $1,001)
  • Goldman Sachs Group Perpetual Rate/Coupon: 4.95% Matures: 12/31/2049 Filer comment: Income treated as dividends due to derivative nature of assetJoint$50,001 - $100,000
  • Goldman Sachs Group Perpetual Rate/Coupon: 7.5% Matures: 04/23/2173 Filer comment: Income treated as dividends due to derivative nature of assetJoint$100,001 - $250,000
  • Bank of America Perpetual Rate/Coupon: 6.25% Matures: 07/24/2174 Filer comment: Income treated as dividends due to derivative nature of assetJoint$50,001 - $100,000
  • Citigroup Inc. Perpetual Rate/Coupon: 6.95% Matures: 02/12/2049 Filer comment: Income treated as dividends due to derivative nature of assetJoint$50,001 - $100,000
  • Citigroup Inc. Perpetual Rate/Coupon: 7.20% Matures: 03/06/2173 Filer comment: Income treated as dividends due to derivative nature of assetJoint$50,001 - $100,000
  • UBS Account 8Joint
  • UBS Bank (New York, NY) Type: Brokerage Sweep AccountJoint$1,000,001 - $5,000,000
  • UBS Account 3Joint
  • UBS Bank (New York, NY) Type: Brokerage Sweep Account, SavingsJoint$100,001 - $250,000
  • Bank of America - Nuveen Muni AccountJoint
  • Cooper Green Mercy Health Svcs Auth AL Revenue Bond Rate/Coupon: 5.0% Matures: 09/01/2038Joint$15,001 - $50,000
  • Bank of America (New York, NY) Type: Brokerage Sweep AccountJoint$100,001 - $250,000
  • Douglas County Neb Hosp Auth Revenue Bond Rate/Coupon: 5.0% Matures: 11/15/2035JointNone (or less than $1,001)
  • Douglas County Neb Sch Dist General Obligation Bond Rate/Coupon: 5.0% Matures: 12/1/2039Joint$50,001 - $100,000
  • Georgia St General Obligation Bond Rate/Coupon: 4.503% Matures: 11/01/2025JointNone (or less than $1,001)
  • Greater Asheville NC Regl Arpt Auth Revenue Bone Rate/Coupon: 5.25% Matures: 07/01/2038Joint$50,001 - $100,000
  • Indiana Fin Auth Health Sys Revenue Bond Rate/Coupon: 2.25% Matures: 12/01/2058JointNone (or less than $1,001)
  • Madison AL General Obligation Bond Rate/Coupon: 5.0% Matures: 12/01/2034JointNone (or less than $1,001)
  • Massachusetts St General Obligation Bond Rate/Coupon: 5.0% Matures: 10/01/2038JointNone (or less than $1,001)
  • Michigan St Fin Auth Revenue Bond Rate/Coupon: 5.0% Matures: 11/15/2034Joint$15,001 - $50,000
  • Missouri St Health & Educational Facs Auth Revenue Bond Rate/Coupon: 4.0% Matures: 11/15/2042JointNone (or less than $1,001)
  • Montana St Fin Auth Hosp Revenue Bond Rate/Coupon: 5.0% Matures: 02/15/2031Joint$50,001 - $100,000
  • Montgomery County TX Indpt Sch Dist Revenue Bond Rate/Coupon: 4.0% Matures: 02/15/2033JointNone (or less than $1,001)
  • Nebraska Invt Hsg Fin Auth Revenue Bond Rate/Coupon: 4.125% Matures: 09/01/2038Joint$50,001 - $100,000
  • New York NY General Obligation Bond Rate/Coupon: 5.646% Matures: 06/01/2027Joint$1,001 - $15,000
  • New York St Dorm Auth Revenue Bond Rate/Coupon: 1.748% Matures: 03/15/2028Joint$1,001 - $15,000
  • Omaha Neb Public Pwr Dist Revenue Bond Rate/Coupon: 5.0% Matures: 02/01/2034JointNone (or less than $1,001)
  • Omaha Neb Public Pwr Dist Revenue Bond Rate/Coupon: 5.0% Matures: 02/01/2036Joint$50,001 - $100,000
  • Port Auth of NY & NJ Revenue Bond Rate/Coupon: 5.0% Matures: 07/15/2032JointNone (or less than $1,001)
  • Reedy Creek Improvement Dist FL Revenue Bond Rate/Coupon: 1.869% Matures: 06/01/2026Joint$50,001 - $100,000
  • Sarpy County Neb Sch Dist General Obligation Bond Rate/Coupon: 5.0% Matures: 12/15/2027Joint$100,001 - $250,000
  • University of Nebraska Revenue Bond Rate/Coupon: 5.0% Matures: 05/15/2029JointNone (or less than $1,001)
  • Virginia Sm Business Fin Auth Revenue Bond Rate/Coupon: 5.05 Matures: 10/01/2040Joint$15,001 - $50,000
  • Virginia St Hsg Dev Auth Revenue Bond Rate/Coupon: 3.25% Matures: 10/01/2026Joint$1,001 - $15,000
  • Westfield Ind High Sch Bldg Corp Revenue Bond Rate/Coupon: 5.0% Matures: 07/15/2033Joint$50,001 - $100,000
  • Broward County Florida Airport System Revenue Bond Rate/Coupon: 5.25% Matures: 10/01/2025 Filer comment: MaturedJointNone (or less than $1,001)
  • Cherry Creek Colorado Sch Dist General Obligation Bond Rate/Coupon: 2.1% Matures: 12/15/2027Joint$50,001 - $100,000
  • Decatur Texas Hospital Auth Revenue Bond Rate/Coupon: 4.0% Matures: 09/01/2034JointNone (or less than $1,001)
  • Douglas County Kansas Sch Dist General Obligation Bond Rate/Coupon: 5.0% Matures: 09/01/2037JointNone (or less than $1,001)
  • Greater Orlando Aviation Auth Revenue Bond Rate/Coupon: 5.0% Matures: 10/01/2027Joint$15,001 - $50,000
  • Hawaii St Dept Transportation Airports Revenue Bond Rate/Coupon: 5.0% Matures: 08/01/2027Joint$15,001 - $50,000
  • Intermountain Power Agy Utah Revenue Bond Rate/Coupon: 5.0% Matures: 07/01/2036JointNone (or less than $1,001)
  • Miami-Dade County FL Wtr & Swr Revenue Bond Rate/Coupon: 4.0% Matures: 10/01/2039JointNone (or less than $1,001)
  • Nebraska Invt Hsg Fin Auth Revenue Bond Rate/Coupon: 4.3% Matures: 09/01/2038Joint$50,001 - $100,000
  • New Jersey St Transn Fin Auth Revenue Bond Rate/Coupon: 5.25% Matures: 6/15/2032JointNone (or less than $1,001)
  • North Carolina Housing Fin Agency Revenue Bond Rate/Coupon: 4.2% Matures: 07/01/2040Joint$50,001 - $100,000
  • New York St Dorm Auth Revenue Bond Rate/Coupon: 5.0% Matures: 03/15/2039Joint$15,001 - $50,000
  • Orland Park Ill General Obligation Bond Rate/Coupon: 5.0% Matures: 12/01/2036Joint$50,001 - $100,000
  • South Carolina Jobs Revenue Bond Rate/Coupon: 2.729% Matures: 07/01/2030Joint$1,001 - $15,000
  • Terre Haute Ind San Dist Revenue Bond Rate/Coupon: 5.25% Matures: 09/28/2028JointNone (or less than $1,001)
  • Triborough Bridge & Tunnel NY Revenue Bond Rate/Coupon: 5.0% Matures: 05/15/2039JointNone (or less than $1,001)
  • Washington St Healthcare Facs Auth Revenue Bond Rate/Coupon: 5.0% Matures: 10/01/2038JointNone (or less than $1,001)
  • Colorado Health Facs Auth Revenue Bond Rate/Coupon: 5.5% Matures: 11/01/2047Joint$50,001 - $100,000
  • Florida State Turnpike Auth Revenue Bond Rate/Coupon: 5.0% Matures: 07/01/2040JointNone (or less than $1,001)
  • Galveston Texas Wharves & Term Revenue Bond Ser A Rate/Coupon: 5.0% Matures: 08/01/2033Joint$50,001 - $100,000
  • Hall County Nebraska Sch Dist No 2 Revenue Bond Rate/Coupon: 5.0% Matures: 12/15/2035JointNone (or less than $1,001)
  • Holt Michigan Pub Schools General Obligation Bond Rate/Coupon: 5.0% Matures: 05/01/2041Joint$50,001 - $100,000
  • Idaho Hsg & Finance Revenue Bond Rate/Coupon: 5.25% Matures: 08/15/2048Joint$15,001 - $50,000
  • Irving Texas Indpt Sch Dist Revenue Bond Rate/Coupon: 5.0% Matures: 02/15/2040JointNone (or less than $1,001)
  • Louisiana Pub Facs Auth Hospital Revenue Bond Rate/Coupon: 5.0% Matures: 07/01/2047Joint$15,001 - $50,000
  • Metropolitan Washington DC Arpts Auth Revenue Bond Rate/Coupon: 6.625% Matures: 10/01/2037Joint$50,001 - $100,000
  • Minnesota Agr-Econ Dev Board Revenue Health Care Bond Rate/Coupon: 5.25% Matures: 01/01/2047Joint$50,001 - $100,000
  • Nebraska Invt Hsg Fin Auth Revenue Bond Rate/Coupon: 4.5% Matures: 09/01/2044Joint$50,001 - $100,000
  • Nevada Sys Higher Ed Revenue Bond Rate/Coupon: 5.0% Matures: 07/01/2037Joint$50,001 - $100,000
  • Northwest Allen Ind Sch Dist Revenue Bond Rate/Coupon: 5.0% Matures: 07/15/2038Joint$15,001 - $50,000
  • Omaha Nebraska Arpt Auth Revenue Bond Rate/Coupon: 5.25% Matures: 12/15/2039Joint$50,001 - $100,000
  • Omaha Nebraska Tax Revenue Bond Rate/Coupon: 5.0% Matures: 04/15/2038Joint$50,001 - $100,000
  • Omaha Nebraska Tax Revenue Bond Rate/Coupon: 5.0% Matures: 04/15/2040Joint$50,001 - $100,000
  • Princeton Texas Indpt Sch Dist Tax Revenue Bond Rate/Coupon: 5.0% Matures: 02/15/2039Joint$100,001 - $250,000
  • Public Power Agency of Nebraska Revenue Bond Rate/Coupon: 5.0% Matures: 01/01/2037Joint$15,001 - $50,000
  • Pulaski County Arkansas Hospital Revenue Bond Rate/Coupon: 5.0% Matures: 03/01/2039JointNone (or less than $1,001)
  • Rhode Island St Health & Ed Hospital Revenue Bond Rate/Coupon: 5.0% Matures: 05/15/2039Joint$15,001 - $50,000
  • San Antonio Texas Elec & Gas Revenue Bond Rate/Coupon: 5.0% Matures: 02/01/2039JointNone (or less than $1,001)
  • Skagit County Washington Hosp Dist No 1 Revenue Bond Rate/Coupon: 5.5% Matures: 12/01/2043Joint$15,001 - $50,000
  • South Dakota State Health & Ed Facs Auth Revenue Bond Rate/Coupon: 4.0% Matures: 07/01/2044JointNone (or less than $1,001)
  • St Clair County Alabama Sch Dist Revenue Bond Rate/Coupon: 5.0% Matures: 02/01/2038Joint$100,001 - $250,000
  • Wisconsin State General Obligation Bond Rate/Coupon: 5.0% Matures: 05/01/2042JointNone (or less than $1,001)
  • Central Texas Regl Mobility Auth Revenue Bond Rate/Coupon: 5.0% Matures: 01/01/2027Joint$15,001 - $50,000
  • Colorado Health Facs Auth Revenue Bond Rate/Coupon: 5.0% Matures: 08/01/2035Joint$15,001 - $50,000
  • Connecticut St General Obligation Bond Rate/Coupon: 3.865% Matures: 08/15/2029Joint$15,001 - $50,000
  • Douglas County Neb Educ Facs Revenue Bond Rate/Coupon: 5.0% Matures: 07/01/2036Joint$100,001 - $250,000
  • Douglas County Neb Hospital Auth Revenue Bond Rate/Coupon: 5.0% Matures: 11/01/2037Joint$50,001 - $100,000
  • Douglas County Neb Sch Dist General Obligation Bond Rate/Coupon: 5.0% Matures: 06/15/2041Joint$100,001 - $250,000
  • Fremont Neb Combined Util Sys Revenue Bond Rate/Coupon: 5.0% Matures: 10/15/2037Joint$50,001 - $100,000
  • Frisco Texas General Obligation Bond Rate/Coupon: 5.0% Matures: 02/15/2038Joint$50,001 - $100,000
  • Gretna Neb Impt Ref Revenue Bond Rate/Coupon: 5.0% Matures: 12/15/2037Joint$50,001 - $100,000
  • Indiana St Fin Auth Revenue Bond Rate/Coupon: 5.0% Matures: 11/15/2040Joint$50,001 - $100,000
  • Jefferson County AL Swr Revenue Bond Rate/Coupon: 5.0% Matures: 10/01/2028Joint$15,001 - $50,000
  • Kansas St Dept Transportation Revenue Bond Rate/Coupon: 5.0% Matures: 09/01/2034Joint$100,001 - $250,000
  • Louisville-Jeff KY Met Swr Revenue Bond Rate/Coupon: 5.0% Matures: 05/15/2038Joint$15,001 - $50,000
  • Maui County Hawaii General Obligation Bond Rate/Coupon: 5.0% Matures: 09/01/2034Joint$15,001 - $50,000
  • Metropolitan Govt Nashville-Davidson Co TN Revenue Bond Rate/Coupon: 5.0% Matures: 07/01/2035Joint$15,001 - $50,000
  • Nebraska St Highway Commn Hwy Revenue Bond Rate/Coupon: 5.0% Matures: 06/15/2039Joint$50,001 - $100,000
  • North Texas Mun Water Revenue Bond Rate/Coupon: 5.0% Matures: 06/01/2038Joint$50,001 - $100,000
  • Ohio St Water Dev Auth Revenue Bond Rate/Coupon: 5.0% Matures: 12/01/2038Joint$15,001 - $50,000
  • Omaha Neb Pub Facs Revenue Bond Rate/Coupon: 5.0% Matures: 04/15/2042Joint$50,001 - $100,000
  • Omaha Public Power Dist Revenue Bond Rate/Coupon: 5.0% Matures: 02/01/2038Joint$100,001 - $250,000
  • Orchard Farm Sch Dist Missouri General Obligation Bond Rate/Coupon: 5.5% Matures: 03/01/2044Joint$100,001 - $250,000
  • Papillion-La Vista Neb School District General Obligation Bond Rate/Coupon: 5.0% Matures: 12/01/2035Joint$100,001 - $250,000
  • Pflugerville Tex Tax Revenue Bond Rate/Coupon: 5.0% Matures: 08/01/2033Joint$100,001 - $250,000
  • San Antonio Texas Elec & Gas Revenue Bond Rate/Coupon: 3.757% Matures: 02/01/2029Joint$15,001 - $50,000
  • San Antonio Tex Gen Impt and Ref Bond Rate/Coupon: 5.0% Matures: 02/01/2035Joint$100,001 - $250,000
  • Sarpy County Neb Sch Dist General Obligation Bond Rate/Coupon: 5.0% Matures: 12/15/2030Joint$50,001 - $100,000
  • Southeast Community College Neb CTFS Partn Tax Bond Rate/Coupon: 5.0% Matures: 12/15/2037Joint$50,001 - $100,000
  • University of Idaho Revenue Bond Rate/Coupon: 5.0% Matures: 04/01/2038Joint$100,001 - $250,000
  • Utah Transp Auth Sales Tax Revenue Bond Rate/Coupon: 5.0% Matures: 06/15/2038Joint$100,001 - $250,000
  • West Virginia St Hosp Auth Revenue Bond Rate/Coupon: 5.0% Matures: 01/01/2030JointNone (or less than $1,001)
  • Wisconsin St General Obligation Bond Rate/Coupon: 5.0% Matures: 05/01/2034Joint$15,001 - $50,000
  • BITKRAFT Ventures Fund II, L.P. Description : Private Investment Fund (Denver, CO)Joint$250,001 - $500,000
  • BITKRAFT Ventures Token Fund I, L.P. Description : Private Investment Fund (Denver, CO)Joint$15,001 - $50,000
  • BITKRAFT Ventures Token Fund II, L.P. Description : Private Investment Fund (Denver, CO)Joint$50,001 - $100,000
  • RPM Ventures IV, L.P. Description : Private Investment Fund (Ann Arbor, MI)Joint$500,001 - $1,000,000
  • StepStone VC Secondaries Fund IV, L.P. Description : Private Investment Fund (New York, NY)Joint$250,001 - $500,000
  • StepStone VC Secondaries Fund V, L.P. Description : Private Investment Fund (New York, NY)Joint$250,001 - $500,000
  • Third Point Venture Fund I LP Description : Private Investment Fund (New York, NY)Joint$100,001 - $250,000
  • Third Point Venture Fund II LP Description : Private Investment Fund (New York, NY)Joint$50,001 - $100,000
  • Hony Capital Fund III, LP Description : Private Investment Fund (Beijing, China) Filer comment: Fund comprised of approx. 90% in cash; filer understands fund to be in wind-down since 2018.Joint$1,001 - $15,000
  • UBS - Alt BrokerageJoint
  • Alphakeys Millennium FD III LLC Class B Description : Hedge Fund (New York, NY)Joint$500,001 - $1,000,000
  • Citi Alt Brokerage AccountJoint
  • Mariner Atlantic Multi-Strategy Fund, L.P. Description : Hedge Fund (New York, NY)Joint$250,001 - $500,000
  • Whitehaven Credit Opportunities Fund, LP Description : Hedge Fund (New York, NY)Joint$100,001 - $250,000
  • CL Note Investment LLC Company: CL Note Investment LLC (Wilmington, DE) Description: Holding companyJoint
  • Eagle Football Holdings BIDCO Limited - Series A Company: Eagle Football Holdings BIDCO Limited - Series A (London, UK) Description: Sports team ownershipJoint$1,000,001 - $5,000,000
  • Eagle Football Holdings BIDCO Limited - Series B1 Note Company: Eagle Football Holdings BIDCO Limited (London, UK) Description: Sports team ownershipJoint$15,001 - $50,000
  • Citibank (New York, NY) Type: CheckingJoint$1,001 - $15,000
  • Eagle Football Holdings BIDCO Limited - Series C Note Company: Eagle Football Holdings BIDCO Limited (London, UK) Description: Sports team ownershipJoint$100,001 - $250,000
  • Eagle Football Holdings BIDCO Limited - Series D-1 Note Company: Eagle Football Holdings BIDCO Limited (London, UK) Description: Sports team ownershipJoint$15,001 - $50,000
  • Eagle Football Holdings BIDCO Limited Company: Eagle Football Holdings BIDCO Limited - Series D-2 Note (London, UK) Description: Sports team ownershipJoint$1,001 - $15,000
  • JP Morgan Brokerage - SCHWJoint
  • Bank of America (New York, NY) Type: Brokerage Sweep Account, SavingsJoint$50,001 - $100,000
  • JPM Brokerage Account - 96NE AltsJoint
  • Aristeia Partners, L.P. Description : Private Investment Partnership (Greenwich, CT)Joint$250,001 - $500,000
  • JP Morgan (New York, NY) Type: Brokerage Sweep AccountJointNone (or less than $1,001)
  • UBS Hedge Fund Brokerage Acct - 96NE AltsJoint
  • Alphakeys Millennium FD I LLC Class B Description : Hedge Fund (New York, NY)Joint$1,000,001 - $5,000,000
  • First National Bank of Omaha (Omaha, Nebraska) Type: Checking$100,001 - $250,000
  • First National Bank of Omaha (Omaha, NE) Type: CheckingJoint$500,001 - $1,000,000
  • Frontier Bank (Omaha, NE) Type: CheckingNone (or less than $1,001)
  • Schwab 1Joint
  • Charles Schwab (New York, NY) Type: Brokerage Sweep AccountJoint$1,001 - $15,000
  • Schwab 2
  • Douglas County Neb Sch Dist General Obligation Bond Rate/Coupon: 5.0% Matures: 12/15/2031$100,001 - $250,000
  • Douglas County Neb Sch Dist General Obligation Bond Rate/Coupon: 4.0% Matures: 12/15/2032$100,001 - $250,000
  • Puerto Rico Elec Pwr Revenue Bond Rate/Coupon: 5.25% Matures: 07/01/2022$50,001 - $100,000
  • Charles Schwab (New York, NY) Type: Brokerage Sweep Account$50,001 - $100,000
  • Schwab 3
  • Charles Schwab (New York, NY) Type: Brokerage Sweep Account$5,000,001 - $25,000,000
  • Schwab IRA
  • Charles Schwab (New York, NY) Type: Brokerage Sweep Account$500,001 - $1,000,000
  • Schwab IRA (SS)Spouse
  • VWELX - Vanguard Wellington Income FundSpouse$15,001 - $50,000
  • Drakon LLC Company: Drakon LLC (Omaha, NE) Description: Holding company
  • Bye UAS Inc. DBA Silent Falcon Company: Bye UAS Inc. DBA Silent Falcon (Albuquerque, NM) Description: Aerospace manufacturing$50,001 - $100,000
  • Account Receivable from DW1524 Inc. Company: DW1524 Inc. (Chicago, IL)$50,001 - $100,000
  • Promissory Note from Palacio Enterprises Inc. Company: Palacio Enterprises Inc. (Omaha, NE)$15,001 - $50,000
  • Skyvu Entertainment Company: Skyvu Entertainment (Omaha, NE) Description: Video game development$50,001 - $100,000
  • Office suite 1 Description: Office suite 1 (Omaha, NE)$250,001 - $500,000
  • Office suite 2 Description: Office suite 2 (Omaha, NE)$250,001 - $500,000
  • Office suite 3 Description: Office suite 3 (Omaha, NE)$250,001 - $500,000
  • SGI Mongolia Mining Services L.P. Company: SGI Mongolia Mining Services L.P. (Road Town, Tortola, British Virgin Islands) Description: Limited Partnership
  • Account receivable from Geosan LLC Company: Geosan LLC (Ulaanbaatar, Mongolia) Filer comment: Receivable from sale of Geosan LLCNone (or less than $1,001)
  • First National Bank of Omaha (Omaha, NE) Type: Checking$1,001 - $15,000
  • Brown Advisory Investors - Silver Lake Partners III Description : Private Investment Partnership (Baltimore, MD)Joint$250,001 - $500,000
  • Schulze Global Ethiopia Growth & Transformation Fund I, LP Description : Private Investment Partnership (George Town, Cayman Islands)$250,001 - $500,000
  • Techstars Accelerator 2021, L.P. Description : Private Investment Partnership (New York, NY)$500,001 - $1,000,000
  • AlphaKeys Euro Real Estate Fund Description : Private Investment Partnership (New York, NY)$15,001 - $50,000
  • Mercatus, LLC Company: Mercatus, LLC (Omaha, NE) Description: Holding companySpouse
  • Land Description: Land (Sarpy County, NE) (Sarpy County, NE)Spouse$5,000,001 - $25,000,000
  • First National Bank of Omaha (Omaha, NE) Type: CheckingSpouse$15,001 - $50,000
  • Gryphus LLC Company: Gryphus LLC (Omaha, NE) Description: Holding company
  • First National Bank of Omaha (Omaha, NE) Type: Checking$50,001 - $100,000
  • Ortelius, LLC Company: Ortelius, LLC (Omaha, NE) Description: Holding company for personal residenceJoint
  • Personal Residence Description: Personal Residence (Washington, DC)Joint$1,000,001 - $5,000,000
  • First National Bank of Omaha (Omaha, NE) Type: CheckingJoint$1,001 - $15,000
  • Club Membership - Zachary Social Club Description : Social Club (Chicago, IL)$500,001 - $1,000,000
  • Promissory note Debtor: Mark Kennedy$15,001 - $50,000
  • Nebraska Public Employees Retirement System$100,001 - $250,000
  • Idrisi, LLC Company: Idrisi, LLC (Omaha, NE) Description: Holding companySpouse
  • Omaha Garage Description: Omaha Garage (Omaha, NE) Filer comment: CY23 purchase transaction noted on amendment letter attached to this reportSpouse$250,001 - $500,000
  • First National Bank of Omaha (Omaha, NE) Type: CheckingSpouse$1,001 - $15,000
  • Techstars Accelerator 2024, L.P. Description : Private Investment Partnership (New York, NY)$100,001 - $250,000
  • Andor, LLC Company: Andor, LLC (Omaha, Nebraska) Description: Holding company
  • Personal Residence Description: Personal Residence (Omaha, Nebraska)$1,000,001 - $5,000,000
  • Vanderaa, LLC Company: Vanderaa, LLC (Omaha, Nebraska) Description: Holding companySpouse
  • Personal Residence Description: Personal Residence (Washington, DC)Spouse$1,000,001 - $5,000,000
  • First National Bank of Omaha (Omaha, Nebraska) Type: CheckingSpouse$1,001 - $15,000
  • Cellarius, LLC Company: Cellarius, LLC (Omaha, Nebraska) Description: Holding company
  • Nebraska land Description: Nebraska land (Dawes County, Nebraska)$5,000,001 - $25,000,000
  • First National Bank of Omaha (Omaha, Nebraska) Type: Checking$15,001 - $50,000

Filing ledger

Newest trade first, as disclosed under the STOCK Act
TradedStockTypeAmountDisclosedFiled afterdays from trade
Sep 21, 2023CubeSmartCUBESale (Full)$50,001 - $100,000Oct 20, 202329 days
Sep 21, 2023Merck & Co., Inc.MRKSale (Full)$50,001 - $100,000Oct 20, 202329 days
Sep 21, 2023Medtronic plcMDTSale (Full)$50,001 - $100,000Oct 20, 202329 days
Sep 21, 2023McDonald's CorporationMCDSale (Full)$100,001 - $250,000Oct 20, 202329 days
Sep 21, 2023The Coca-Cola CompanyKOSale (Full)$100,001 - $250,000Oct 20, 202329 days
Sep 21, 2023Johnson & JohnsonJNJSale (Full)$100,001 - $250,000Oct 20, 202329 days
Sep 21, 2023General Dynamics CorporationGDSale (Full)$100,001 - $250,000Oct 20, 202329 days
Sep 21, 2023EQNREQNRSale (Full)$100,001 - $250,000Oct 20, 202329 days
Sep 21, 2023Emerson Electric Co.EMRSale (Full)$100,001 - $250,000Oct 20, 202329 days
Sep 21, 2023CVS Health Corp.CVSSale (Full)$50,001 - $100,000Oct 20, 202329 days
Sep 21, 2023BRK.BBRKSale (Full)$100,001 - $250,000Oct 20, 202329 days
Sep 21, 2023Automatic Data Processing, Inc.ADPSale (Full)$50,001 - $100,000Oct 20, 202329 days
Sep 21, 2023Abbott LaboratoriesABTSale (Full)$100,001 - $250,000Oct 20, 202329 days
Sep 21, 2023CF Industries Holdings, Inc.CFSale (Full)$50,001 - $100,000Oct 20, 202329 days
Sep 21, 2023APA CorporationAPASale (Full)$50,001 - $100,000Oct 20, 202329 days
Sep 21, 2023NTRNTRSale (Full)$50,001 - $100,000Oct 20, 202329 days
Sep 21, 2023Prologis, Inc.PLDSale (Full)$50,001 - $100,000Oct 20, 202329 days
Sep 21, 2023The Procter & Gamble CompanyPGSale (Full)$100,001 - $250,000Oct 20, 202329 days
Sep 21, 2023Yum! Brands, Inc.YUMSale (Full)$50,001 - $100,000Oct 20, 202329 days
Sep 21, 2023Western Alliance BancorporationWALSale (Full)$50,001 - $100,000Oct 20, 202329 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.