Angus S. King, Jr.

I-ME Senator for Maine Independent In Congress since 2013

44trades · 3 yrs
26buys
18sells
28dmedian wait
2filed late

Angus S. King, Jr. disclosed 44 trades made since Oct 4, 2023: 26 buys and 18 sales. The most traded name was ADSK (2 trades). All of them were a spouse's or joint account's. The latest, made Aug 5, 2026, was filed Sep 14, 2026.

Trades over time

Buys above the line, sells below · bigger dots, bigger ranges · tails run to the filing date

Buys Sells

ADSK 2 trades 1 buy · 1 sell
BX 2 trades 1 buy · 1 sell
EA 2 trades 1 buy · 1 sell
LLY 2 trades 1 buy · 1 sell
META 2 trades 1 buy · 1 sell
MSFT 2 trades 1 buy · 1 sell

Trades

44 trades since Oct 4, 2023 · newest first · 5 in an industry a committee of theirs oversees

Asset

Trade

Amount

Traded · filed
EAElectronic Arts Inc
Spouse

Sell

$15K–$50K

Traded Aug 5Filed Sep 14 40d

↗
ADSKAutodesk, Inc.
Spouse

Sell

$1K–$15K

Traded Feb 13Filed Mar 24 39d

↗
BXBlackstone Inc.
Spouse

Sell

$1K–$15K

Traded Feb 13Filed Mar 24 39d

↗
LLYEli Lilly and Company
SpouseCommittee

Sell

$1K–$15K

Traded Feb 13Filed Mar 24 39d

↗
METAMeta Platforms, Inc.
Spouse

Sell

$1K–$15K

Traded Feb 13Filed Mar 24 39d

↗
MSFTMicrosoft Corporation
Spouse

Sell

$1K–$15K

Traded Feb 13Filed Mar 24 39d

↗
NFLXNetflix, Inc.
Spouse

Sell

$1K–$15K

Traded Feb 13Filed Mar 24 39d

↗
ONONOn Holding AG Class A Ordinary Shares
Spouse

Sell

$1K–$15K

Traded Feb 13Filed Mar 24 39d

↗
PYPLPayPal Holdings, Inc.
Spouse

Sell

$1K–$15K

Traded Feb 13Filed Mar 24 39d

↗
UBERUber Technologies, Inc.
Spouse

Sell

$1K–$15K

Traded Feb 13Filed Mar 24 39d

↗
CMCSAComcast Corp A
Spouse

Sell

$1K–$15K

Traded Dec 29, 2025Filed Jan 26 28d

↗
LLYEli Lilly and Company
SpouseCommittee

Buy

$1K–$15K

Traded Dec 29, 2025Filed Jan 26 28d

↗
HONHoneywell International Inc
Spouse

Buy

$1K–$15K

Traded Dec 29, 2025Filed Jan 26 28d

↗
AMDAdvanced Micro Devices, Inc.
Spouse

Buy

$1K–$15K

Traded Jul 21, 2025Filed Aug 18, 2025 28d

↗
GOOGLAlphabet Inc.
Spouse

Buy

$1K–$15K

Traded Jul 21, 2025Filed Aug 18, 2025 28d

↗
AMATApplied Materials, Inc.
Spouse

Buy

$1K–$15K

Traded Jul 21, 2025Filed Aug 18, 2025 28d

↗
ANETArista Networks Inc
Spouse

Buy

$1K–$15K

Traded Jul 21, 2025Filed Aug 18, 2025 28d

↗
ADSKAutodesk Inc
Spouse

Buy

$1K–$15K

Traded Jul 21, 2025Filed Aug 18, 2025 28d

↗
BACBank of America Corp
Spouse

Buy

$1K–$15K

Traded Jul 21, 2025Filed Aug 18, 2025 28d

↗
BXBlackstone Inc
Spouse

Buy

$1K–$15K

Traded Jul 21, 2025Filed Aug 18, 2025 28d

↗
XOMExxon Mobil Corp
SpouseCommittee

Buy

$1K–$15K

Traded Jul 21, 2025Filed Aug 18, 2025 28d

↗
JPMJP Morgan Chase & Company
Spouse

Buy

$1K–$15K

Traded Jul 21, 2025Filed Aug 18, 2025 28d

↗
KEXKirby Corp
Spouse

Buy

$1K–$15K

Traded Jul 21, 2025Filed Aug 18, 2025 28d

↗
LOWLowe's Companies, Inc.
Spouse

Buy

$1K–$15K

Traded Jul 21, 2025Filed Aug 18, 2025 28d

↗
MRVLMarvell Technology Inc
Spouse

Buy

$1K–$15K

Traded Jul 21, 2025Filed Aug 18, 2025 28d

↗
METAMeta Platforms Inc
Spouse

Buy

$1K–$15K

Traded Jul 21, 2025Filed Aug 18, 2025 28d

↗
MSFTMicrosoft Corp
Spouse

Buy

$1K–$15K

Traded Jul 21, 2025Filed Aug 18, 2025 28d

↗
NFLXNetflix Inc
Spouse

Buy

$1K–$15K

Traded Jul 21, 2025Filed Aug 18, 2025 28d

↗
NVDANvidia Corp
Spouse

Buy

$1K–$15K

Traded Jul 21, 2025Filed Aug 18, 2025 28d

↗
ONONOn Holding AG Class A Ordinary Shares
Spouse

Buy

$1K–$15K

Traded Jul 21, 2025Filed Aug 18, 2025 28d

↗
PYPLPayPal Holdings, Inc.
Spouse

Buy

$1K–$15K

Traded Jul 21, 2025Filed Aug 18, 2025 28d

↗
PWRQuanta Services, Inc.
Spouse

Buy

$1K–$15K

Traded Jul 21, 2025Filed Aug 18, 2025 28d

↗
TMOThermo Fisher Scientific Inc
SpouseCommittee

Sell

$1K–$15K

Traded Jul 21, 2025Filed Aug 18, 2025 28d

↗
UBERUber Technologies Inc
Spouse

Buy

$1K–$15K

Traded Jul 21, 2025Filed Aug 18, 2025 28d

↗
VRTVertiv Holdings, LLC
Spouse

Buy

$1K–$15K

Traded Jul 21, 2025Filed Aug 18, 2025 28d

↗
UNHUnitedhealth Group Inc
SpouseCommittee

Sell

$1K–$15K

Traded Jul 15, 2025Filed Aug 18, 2025 34d

↗
MAINE ST TURNPIKE AUTH SP BOND Rate/Coupon: 3.00 Matures: 07/01/2026
BondSpouse

Sell

$15K–$50K

Traded Jul 14, 2025Filed Aug 18, 2025 35d

↗
MAINE ST TURNPIKE AUTH RE REV BOND Rate/Coupon: 4.00 Matures: 07/01/2031
BondSpouse

Sell

$15K–$50K

Traded Jul 14, 2025Filed Aug 18, 2025 35d

↗
VZVerizon Communications Inc
Spouse

Buy

$1K–$15K

Traded Mar 7, 2024Filed Apr 17, 2024 41d

↗
EAElectronic Arts Inc
Spouse

Buy

$1K–$15K

Traded Dec 27, 2023Filed Jan 16, 2024 20d

↗
VZVerizon Communications Inc
Spouse

Sell

$1K–$15K

Traded Dec 27, 2023Filed Jan 16, 2024 20d

↗
MAINE STATE HSG AUTH REV Rate/Coupon: 1.95% Matures: 11/15/2023
BondSpouse

Sell

$1K–$15K

Traded Nov 10, 2023Filed Jan 2, 2024 53d

↗
MUNI BOND ORONO ME Rate/Coupon: 3.00% Matures: 11/1/2024
BondSpouse

Sell

$15K–$50K

Traded Nov 1, 2023Filed Jan 2, 2024 62d

↗
MAINE ST TPK AUTH RE REV BOND Rate/Coupon: 4.0% Matures: 07/01/2031
BondSpouse

Buy

$15K–$50K

Traded Oct 23, 2023Filed Nov 28, 2023 36d

↗

Reported holdings

2025 annual report · filed May 13, 2026 · values at year end, in the ranges disclosed · changes vs 2024

Original

$9.6M–$42.3M sum of 161 disclosed ranges

Fund 73
Real estate 2
Stock 51
Bond 20
Cash 12
Other 2

AssetOwner Valuevs 2024
VFIAXVanguard 500 Index Admiral (NASDAQ)FundSCHWAB REVOCABLE TRUSTSelf$5M–$25MSame band
LOOP RD COTTAGEReal estateLOOP ROAD LLCJoint$1M–$5M▲ $500K–$1M
POTTER ST BRUNSWICKReal estateJoint$1M–$5M▲ $500K–$1M
QLDProShares Ultra QQQFundSCHWAB ONE ACCOUNTSelf$500K–$1MSame band
ILCG - iShares Morningstar Large-Cap Growth ETFFundSCHWAB ONE ACCOUNTSelf$250K–$500K▲ $100K–$250K
QQQInvesco QQQ TrustFundSCHWAB ONE ACCOUNTSelf$250K–$500KSame band
QLDProShares Ultra QQQFundSCHWAB IRA ROLLOVER #2Self$250K–$500K▼ $500K–$1M
MUBiShares National Muni Bond ETFFundSCHWAB REVOCABLE TRUSTSelf$250K–$500K▼ $500K–$1M
HACAXHarbor Capital Appreciation Fund Insti ClFundSCHWAB IRA ROLLOVER #2Self$100K–$250KSame band
MARMarriott International, Inc. (NASDAQ)Self$100K–$250KSame band
SPYSPDR S&P 500 ETFFundSCHWAB IRA ROLLOVER - MJHSpouse$50K–$100KSame band
IWFiShares Russell 1000 Growth ETFFundSCHWAB IRA ROLLOVER #2Self$50K–$100KNew
91282CFY2 US TREASURY NOTE 3.875% 11/30/2029BondSCHWAB ONE ACCT - MJHSpouse$15K–$50KSame band
91282CHQ7 US TREASURY NOTE 4.125% 07/31/2028BondSCHWAB ONE ACCT - MJHSpouse$15K–$50KNew
91282CJF9 US TREASURY NOTE 4.875% 10/31/2028BondSCHWAB ONE ACCT - MJHSpouse$15K–$50KSame band
91282CJT9 US TREASURY NOTE 4.00% 01/15/2027BondSCHWAB ONE ACCT - MJHSpouse$15K–$50KNew
91282CJW2 US TREASURY NOTE 4.00% 01/31/2029BondSCHWAB ONE ACCT - MJHSpouse$15K–$50KSame band
92182CLR0 US TREASURY NOTE 4.125% 10/31/2029BondSCHWAB ONE ACCT - MJHSpouse$15K–$50KNew
AMZNAmazon.com, Inc.SCHWAB ONE ACCT - MJHSpouse$15K–$50KSame band
AXPAmerican Express Company (NYSE)SCHWAB ONE ACCT - MJHSpouse$15K–$50KSame band
AAPLApple Inc. (NASDAQ)SCHWAB ONE ACCT - MJHSpouse$15K–$50KSame band
CMECME Group Inc. (NASDAQ)SCHWAB ONE ACCT - MJHSpouse$15K–$50K▲ $1K–$15K
CSCOCisco Systems, Inc. (NASDAQ)SCHWAB ONE ACCT - MJHSpouse$15K–$50KSame band
EFA-iShares MSCI EAFEFundSCHWAB ONE ACCT - MJHSpouse$15K–$50KSame band
ECLEcolab Inc. (NYSE)SCHWAB ONE ACCT - MJHSpouse$15K–$50KSame band
EAElectronic Arts Inc.SCHWAB ONE ACCT - MJHSpouse$15K–$50K▲ $1K–$15K
GIOIXGuggenheim Macro Opportunities Fund- InstitutionFundSCHWAB IRA ROLLOVER #1Self$15K–$50KSame band
GIOIXGuggenheim Macro Opportunities Fund- InstitutionFundSCHWAB ONE ACCT - MJHSpouse$15K–$50KSame band
HACAXHarbor Capital Appreciation Fund Insti ClFundSCHWAB ONE ACCOUNTSelf$15K–$50K▼ $100K–$250K
IAU - ishares Gold Trust ETFFundSCHWAB IRA ROLLOVER #1Self$15K–$50K▲ $1K–$15K
JNJJohnson & Johnson (NYSE)SCHWAB ONE ACCT - MJHSpouse$15K–$50KSame band
JHEQXJpmorgan Hedged Equity Fund I ClassFundSCHWAB ONE ACCT - MJHSpouse$15K–$50KSame band
MAINE HEALTH & HIGHER ED REV BOND FINL AUTHBondSCHWAB ONE ACCT - MJHSpouse$15K–$50KSame band
MAINE HEALTH & HIGHER ED REV BOND PRIV EDBondSCHWAB ONE ACCT - MJHSpouse$15K–$50KSame band
MAINE MUNI BOND BANKBondSCHWAB ONE ACCT - MJHSpouse$15K–$50KSame band
MAINE SCHOOL ADMIN GO BONDBondSCHWAB ONE ACCT - MJHSpouse$15K–$50KSame band
MGIAXMFS International Value A (NASDAQ)FundSCHWAB ONE ACCT - MJHSpouse$15K–$50KSame band
MUNI BOND BIDDEFORD MEBondSCHWAB ONE ACCT - MJHSpouse$15K–$50KSame band
NEENextEra Energy, Inc. (NYSE)SCHWAB ONE ACCT - MJHSpouse$15K–$50KSame band
PRUDENTIAL INSURANCE CO WHOLE LIFE POLICYOtherSelf$15K–$50KSame band
PSF GOV'T MONEY MARKETBondPRUDENTIAL INSURANCE APPRECIABLE LIFE POLICYSelf$15K–$50KSame band
PEPPepsico, Inc. (NYSE)SCHWAB ONE ACCT - MJHSpouse$15K–$50KSame band
RGHYXRBC Bluebay High Yield Bond Fund Class IFundSCHWAB IRA ROLLOVER #1Self$15K–$50K▲ $1K–$15K
RGHYXRBC Bluebay High Yield Bond Fund Class IFundSCHWAB ONE ACCT - MJHSpouse$15K–$50KSame band
REGIONAL SCHOOL UNIT NO 5 MEBondSCHWAB ONE ACCT - MJHSpouse$15K–$50KSame band
SNVXX-SCHWAB GOV'T MONEY FUND-INVESTOR SHARESCashSCHWAB ONE ACCT - MJHSpouse$15K–$50KSame band
SCHGSchwab U.S. Large-Cap Growth ETFFundSCHWAB IRA ROLLOVER #1Self$15K–$50K▲ $1K–$15K
TD BANK NA AGGREGATE ACCOUNTSCashJoint$15K–$50K▲ $1K–$15K
TJXThe TJX Companies, Inc. (NYSE)SCHWAB ONE ACCT - MJHSpouse$15K–$50KSame band
DISThe Walt Disney Company (NYSE)SCHWAB ONE ACCT - MJHSpouse$15K–$50KSame band
VIMAXVanguard Mid-Cap Index Fund Admiral SharesFundSCHWAB ONE ACCT - MJHSpouse$15K–$50KSame band
VTEBVanguard Tax-Exempt Bond ETFFundSCHWAB REVOCABLE TRUSTSelf$15K–$50KSame band
WATWaters Corporation (NYSE)SCHWAB ONE ACCT - MJHSpouse$15K–$50KSame band
IVViShares Core S&P 500 ETFFundSCHWAB IRA ROLLOVER #1Self$15K–$50K▲ $1K–$15K
IJRiShares Core S&P Small-Cap ETFFundSCHWAB IRA ROLLOVER #1Self$15K–$50KSame band
AGGiShares Core U.S. Aggregate Bond ETFFundSCHWAB IRA ROLLOVER #1Self$15K–$50KSame band
IYFiShares US FinancialsFundSCHWAB ONE ACCT - MJHSpouse$15K–$50KSame band
91282CFM8 US TREASURY NOTE 4.125% 09/30/2027BondSCHWAB ONE ACCT - MJHSpouse$1K–$15KSame band
91282CGR6 US TREASURY NOTE 4.625% 03/15/2026BondSCHWAB ONE ACCT - MJHSpouse$1K–$15KSame band
91282CHX2 US TREASURY NOTE 4.375% 8/31/2028BondSCHWAB ONE ACCT - MJHSpouse$1K–$15KSame band
A WOMAN, A PART LLCPrivate businessSpouse$1K–$15KSame band
AMDAdvanced Micro Devices, Inc.SCHWAB ONE ACCT - MJHSpouse$1K–$15KNew
GOOGLAlphabet Inc.SCHWAB ONE ACCT - MJHSpouse$1K–$15KNew
AMATApplied Materials, Inc.SCHWAB ONE ACCT - MJHSpouse$1K–$15KNew
ANETArista Networks, Inc.SCHWAB ONE ACCT - MJHSpouse$1K–$15KNew
ADSKAutodesk, Inc.SCHWAB ONE ACCT - MJHSpouse$1K–$15KNew
BACBank of America CorporationSCHWAB ONE ACCT - MJHSpouse$1K–$15KNew
BXBlackstone Inc.SCHWAB ONE ACCT - MJHSpouse$1K–$15KNew
CHARLES SCHWABCashSCHWAB ONE ACCOUNTSelf$1K–$15KSame band
CHARLES SCHWABCashSCHWAB REVOCABLE TRUSTSelf$1K–$15KSame band
CHARLES SCHWABCashSCHWAB IRA ROLLOVER #1Self$1K–$15KSame band
CHARLES SCHWABCashSCHWAB ONE ACCT - MJHSpouse$1K–$15KSame band
CHARLES SCHWABCashSCHWAB IRA ROLLOVER - MJHSpouse$1K–$15KSame band
LLYEli Lilly and CompanySCHWAB ONE ACCT - MJHSpouse$1K–$15KNew
XOMExxon Mobil CorporationSCHWAB ONE ACCT - MJHSpouse$1K–$15KNew
BUFRFT Vest Laddered Buffer ETFFundSCHWAB IRA ROLLOVER #1Self$1K–$15KSame band
LMBSFirst Trust Low Duration Opportunities ETFFundSCHWAB IRA ROLLOVER #1Self$1K–$15KSame band
LMBSFirst Trust Low Duration Opportunities ETFFundSCHWAB IRA ROLLOVER - MJHSpouse$1K–$15KNew
GTEYXGateway Y (NASDAQ)FundSCHWAB ONE ACCT - MJHSpouse$1K–$15KSame band
GILDGilead Sciences Inc. (NASDAQ)SCHWAB ONE ACCT - MJHSpouse$1K–$15KSame band
GIOIXGuggenheim Macro Opportunities Fund- InstitutionFundSCHWAB IRA ROLLOVER - MJHSpouse$1K–$15K▼ $15K–$50K
HONHoneywell International Inc.SCHWAB ONE ACCT - MJHSpouse$1K–$15KNew
HSTHost Hotels & Resorts, Inc. (NYSE)Self$1K–$15KSame band
RSPInvesco S&P 500 Equal Weight ETFFundSCHWAB IRA ROLLOVER #1Self$1K–$15KSame band
JPMJP Morgan Chase & Co.SCHWAB ONE ACCT - MJHSpouse$1K–$15KNew
JSOSXJpmorgan Strategic Income Opportunities Fund I CFundSCHWAB IRA ROLLOVER #1Self$1K–$15KSame band
KMBKimberly-Clark Corporation (NYSE)SCHWAB ONE ACCT - MJHSpouse$1K–$15KSame band
KEXKirby CorporationSCHWAB ONE ACCT - MJHSpouse$1K–$15KNew
LOWLowe's Companies, Inc.SCHWAB ONE ACCT - MJHSpouse$1K–$15KNew
MUNI BOND AUGUSTA ME GOBondSCHWAB ONE ACCT - MJHSpouse$1K–$15KSame band
VACMarriott Vacations Worldwide Corp.Self$1K–$15KSame band
MRVLMarvell Technology, Inc.SCHWAB ONE ACCT - MJHSpouse$1K–$15KNew
MKCMcCormick & Company, Incorporated (NYSE)SCHWAB ONE ACCT - MJHSpouse$1K–$15K▼ $15K–$50K
METAMeta Platforms, Inc.SCHWAB ONE ACCT - MJHSpouse$1K–$15KNew
MSFTMicrosoft CorporationSCHWAB ONE ACCT - MJHSpouse$1K–$15KNew
NVDANVIDIA CorporationSCHWAB ONE ACCT - MJHSpouse$1K–$15KNew
NFLXNetflix, Inc.SCHWAB ONE ACCT - MJHSpouse$1K–$15KNew
NKENike, Inc. (NYSE)SCHWAB ONE ACCT - MJHSpouse$1K–$15K▼ $15K–$50K
ONONOn Holding AG Class A Ordinary SharesSCHWAB ONE ACCT - MJHSpouse$1K–$15KNew
ORCLOracle Corporation (NYSE)SCHWAB ONE ACCT - MJHSpouse$1K–$15KSame band
PYPLPayPal Holdings, Inc.SCHWAB ONE ACCT - MJHSpouse$1K–$15KNew
PRUPrudential Financial, Inc.SCHWAB ONE ACCOUNTSelf$1K–$15KSame band
PWRQuanta Services, Inc.SCHWAB ONE ACCT - MJHSpouse$1K–$15KNew
RGHYXRBC Bluebay High Yield Bond Fund Class IFundSCHWAB IRA ROLLOVER - MJHSpouse$1K–$15K▼ $15K–$50K
SCHOSchwab Short-Term U.S. Treasury ETFFundSCHWAB IRA ROLLOVER - MJHSpouse$1K–$15KNew
SCHVSchwab U.S. Large-Cap Value ETFFundSCHWAB IRA ROLLOVER #1Self$1K–$15KSame band
SCHHSchwab U.S. REIT ETFFundSCHWAB IRA ROLLOVER #1Self$1K–$15KSame band
SCHPSchwab U.S. TIPS ETFFundSCHWAB IRA ROLLOVER - MJHSpouse$1K–$15KSame band
SCHMSchwab US Mid-Cap ETFFundSCHWAB IRA ROLLOVER - MJHSpouse$1K–$15KSame band
UBERUber Technologies, Inc.SCHWAB ONE ACCT - MJHSpouse$1K–$15KNew
UPSUnited Parcel Service, Inc. (NYSE)SCHWAB ONE ACCT - MJHSpouse$1K–$15KSame band
VOXVanguard Communication Services ETFFundSCHWAB IRA ROLLOVER #1Self$1K–$15KSame band
VIGVanguard Div Appreciation ETFFundSCHWAB IRA ROLLOVER #1Self$1K–$15KSame band
VIGVanguard Dividend Appreciation Index Fund ETF SharFundSCHWAB IRA ROLLOVER - MJHSpouse$1K–$15KSame band
VWOVanguard FTSE Emerging Markets ETFFundSCHWAB IRA ROLLOVER #1Self$1K–$15KSame band
VWOVanguard FTSE Emerging Markets ETFFundSCHWAB IRA ROLLOVER - MJHSpouse$1K–$15KSame band
VFHVanguard Financials ETFFundSCHWAB IRA ROLLOVER #1Self$1K–$15KSame band
VHTVanguard Health Care ETFFundSCHWAB IRA ROLLOVER #1Self$1K–$15KSame band
VYMVanguard High Dividend Yield ETFFundSCHWAB IRA ROLLOVER #1Self$1K–$15KSame band
VCITVanguard Intermediate-Term Corporate Bond ETFFundSCHWAB IRA ROLLOVER #1Self$1K–$15K▲ Under $1K
VWILXVanguard International Growth Fund Admiral ShareFundSCHWAB IRA ROLLOVER - MJHSpouse$1K–$15KSame band
VPUVanguard Utilities ETFFundSCHWAB IRA ROLLOVER #1Self$1K–$15KSame band
VZVerizon Communications IncSCHWAB ONE ACCT - MJHSpouse$1K–$15KSame band
VRTVertiv Holdings, LLCSCHWAB ONE ACCT - MJHSpouse$1K–$15KNew
IGSBiShares 1-5 Year Investment Grade Corporate Bond EFundSCHWAB IRA ROLLOVER #1Self$1K–$15KSame band
IGIBiShares 5-10 Year Investment Grade Corporate BondFundSCHWAB IRA ROLLOVER #1Self$1K–$15KSame band
IGIBiShares 5-10 Year Investment Grade Corporate BondFundSCHWAB IRA ROLLOVER - MJHSpouse$1K–$15KSame band
IBBiShares Biotechnology ETFFundSCHWAB IRA ROLLOVER #1Self$1K–$15KSame band
ICVTiShares Convertible Bond ETFFundSCHWAB ONE ACCT - MJHSpouse$1K–$15KSame band
IEMGiShares Core MSCI Emerging Markets ETFFundSCHWAB ONE ACCT - MJHSpouse$1K–$15KNew
IJHiShares Core S&P Mid-Cap ETFFundSCHWAB IRA ROLLOVER #1Self$1K–$15KSame band
IJRiShares Core S&P Small-CapFundSCHWAB IRA ROLLOVER - MJHSpouse$1K–$15KSame band
AGGiShares Core US Aggregate BondFundSCHWAB IRA ROLLOVER - MJHSpouse$1K–$15KSame band
HEFAiShares Currency Hedged MSCI EAFE ETFFundSCHWAB IRA ROLLOVER #1Self$1K–$15KSame band
FLOTiShares Floating Rate Bond ETFFundSCHWAB ONE ACCT - MJHSpouse$1K–$15KSame band
IAUiShares Gold Trust SharesFundSCHWAB ONE ACCT - MJHSpouse$1K–$15KNew
IAUiShares Gold Trust SharesFundSCHWAB IRA ROLLOVER - MJHSpouse$1K–$15KNew
GVIiShares Intermediate Government/Credit Bond ETFFundSCHWAB IRA ROLLOVER #1Self$1K–$15KSame band
GVIiShares Intm Government/Credit BondFundSCHWAB IRA ROLLOVER - MJHSpouse$1K–$15KSame band
MBBiShares MBS ETFFundSCHWAB IRA ROLLOVER #1Self$1K–$15KNew
MBBiShares MBS ETFFundSCHWAB IRA ROLLOVER - MJHSpouse$1K–$15KNew
SOXXiShares Semiconductor ETFFundSCHWAB ONE ACCT - MJHSpouse$1K–$15KNew
IGSBiShares Short-Term Corporate Bond ETFFundSCHWAB IRA ROLLOVER - MJHSpouse$1K–$15KSame band
WPSGXAB Concentrated Growth Advisor (NASDAQ)FundSCHWAB IRA ROLLOVER #2SelfUnder $1K▼ $50K–$100K
CHARLES SCHWABCashSCHWAB IRA ROLLOVER #2SelfUnder $1K▼ $1K–$15K
CMCSAComcast CorporationSCHWAB ONE ACCT - MJHSpouseUnder $1K▼ $1K–$15K
BUFRFT Vest Laddered Buffer ETFFundSCHWAB IRA ROLLOVER - MJHSpouseUnder $1KNew
QCLNFirst Trust NASDAQ Clean Edge Green Energy Index FFundSCHWAB IRA ROLLOVER #1SelfUnder $1K▼ $1K–$15K
MAINE ST TPK AUTH RE REV BONDBondSCHWAB ONE ACCT - MJHSpouseUnder $1K▼ $50K–$100K
MAINE ST TPK AUTH SP BONDBondSCHWAB ONE ACCT - MJHSpouseUnder $1K▼ $15K–$50K
MAINE STATE HSG AUTHBondSCHWAB ONE ACCT - MJHSpouseUnder $1K▼ $15K–$50K
NSCNorfolk Southern Corporation (NYSE)SCHWAB ONE ACCT - MJHSpouseUnder $1KSame band
SNSXX SCHWAB US TREASURY MONEY FUNDCashSCHWAB ONE ACCOUNTSelfUnder $1KSame band
SNSXX SCHWAB US TREASURY MONEY FUNDCashSCHWAB IRA ROLLOVER #2SelfUnder $1KSame band
SNVXX-SCHWAB GOV'T MONEY FUND-INVESTOR SHARESCashSCHWAB REVOCABLE TRUSTSelfUnder $1K▼ $1K–$15K
SNVXX-SCHWAB GOV'T MONEY FUND-INVESTOR SHARESCashSCHWAB IRA ROLLOVER #1SelfUnder $1K▼ $1K–$15K
TMOThermo Fisher Scientific IncSCHWAB ONE ACCT - MJHSpouseUnder $1K▼ $1K–$15K
UNHUnitedHealth Group Incorporated (NYSE)SCHWAB ONE ACCT - MJHSpouseUnder $1K▼ $15K–$50K
GNMAiShares GNMA Bond ETFFundSCHWAB IRA ROLLOVER #1SelfUnder $1K▼ $1K–$15K
GNMAiShares GNMA Bond ETFFundSCHWAB IRA ROLLOVER - MJHSpouseUnder $1K▼ $1K–$15K
MAINE PUBLIC EMPLOYEES RETIREMENT SYSTEMOtherSpouseUnascertainableSame band

Source filings

Every report we read for this page · newest first

Sep 14, 2026 Periodic transaction report 1 trade View original
May 13, 2026 2025 annual report 161 assets View original
Mar 24, 2026 Periodic transaction report 9 trades View original
Jan 26, 2026 Periodic transaction report 3 trades View original
Aug 18, 2025 Periodic transaction report 25 trades View original
May 12, 2025 2023 annual report · amended 144 assets View original
May 12, 2025 2024 annual report 144 assets View original
Apr 17, 2024 Periodic transaction report 1 trade View original
Jan 16, 2024 Periodic transaction report 2 trades View original
Jan 2, 2024 Periodic transaction report 2 trades View original
Nov 28, 2023 Periodic transaction report 1 trade View original

From STOCK Act disclosures filed with the Secretary of the Senate. Amounts are the disclosed ranges. Trades cover the last three years; holdings come from the latest annual report. How we read these reports.