Gary C. Peters

D-MI Senator for Michigan Democrat In Congress since 2009

Appropriations
Armed Services
Commerce, Science, and Transportation
Homeland Security and Governmental Affairs · Ranking Member

24trades · 3 yrs
11buys
13sells
18dmedian wait
1filed late

Gary C. Peters disclosed 24 trades made since Oct 4, 2023: 11 buys and 13 sales. 1 of them were a spouse's or joint account's. The latest, made Jul 23, 2026, was filed Aug 7, 2026.

Trades over time

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

Buys Sells

CAG 1 trade 1 buy · 0 sell
CARR 1 trade 0 buy · 1 sell
CCL 1 trade 0 buy · 1 sell
CTVA 1 trade 0 buy · 1 sell
D 1 trade 0 buy · 1 sell
IFF 1 trade 0 buy · 1 sell

Trades

24 trades since Oct 4, 2023 · newest first · 3 in an industry a committee of theirs oversees

Asset

Trade

Amount

Traded · filed
ORealty Income Corporation

Buy

$1K–$15K

Traded Jul 23Filed Aug 7 15d

↗
TAT&T Inc.
Committee

Buy

$1K–$15K

Traded Jun 29Filed Jul 2 3d

↗
KHCThe Kraft Heinz Company

Buy

$1K–$15K

Traded May 21Filed Jun 11 21d

↗
PEPPepsiCo, Inc.

Buy

$15K–$50K

Traded Apr 23Filed May 11 18d

↗
SJMThe J.M. Smucker Company

Buy

$1K–$15K

Traded Apr 23Filed May 11 18d

↗
CTVACorteva, Inc.

Sell

$15K–$50K

Traded Apr 23Filed May 11 18d

↗
SWKStanley Black & Decker Inc

Buy

$15K–$50K

Traded Jan 12Filed Jan 20 8d

↗
WPCW. P. Carey Inc. REIT

Buy

$15K–$50K

Traded Jan 12Filed Jan 20 8d

↗
VZVerizon Communications Inc
Committee

Buy

$1K–$15K

Traded Dec 12, 2025Filed Jan 7 26d

↗
INTCIntel Corp
SpouseCommittee

Sell

$15K–$50K

Traded Dec 12, 2025Filed Jan 7 26d

↗
CAGConagra Brands Inc

Buy

$1K–$15K

Traded Nov 14, 2025Filed Dec 4, 2025 20d

↗
OGNOrganon & Co.

Sell

$1K–$15K

Traded Jul 10, 2025Filed Nov 24, 2025 137d

↗
LWLamb Weston Holdings Inc

Sell

$1K–$15K

Traded Oct 31, 2024Filed Nov 14, 2024 14d

↗
LEGLeggett & Platt Inc

Sell

$1K–$15K

Traded Oct 31, 2024Filed Nov 14, 2024 14d

↗
IVZInvesco Ltd

Sell

$1K–$15K

Traded Oct 17, 2024Filed Nov 14, 2024 28d

↗
CARRCarrier Global Corp

Sell

$1K–$15K

Traded Jul 17, 2024Filed Aug 5, 2024 19d

↗
OTISOtis Worldwide Corp

Sell

$1K–$15K

Traded Jul 17, 2024Filed Aug 5, 2024 19d

↗
IFFInternational Flavors & Fragrances

Sell

$15K–$50K

Traded May 14, 2024Filed May 23, 2024 9d

↗
SLBSchlumberger N.V.

Sell

$1K–$15K

Traded May 14, 2024Filed May 23, 2024 9d

↗
CCLCarnival Corp

Sell

$1K–$15K

Traded May 14, 2024Filed May 23, 2024 9d

↗
SOLVSolventum Corporation

Sell

$1K–$15K

Traded May 14, 2024Filed May 23, 2024 9d

↗
DDominion Energy Inc

Sell

$1K–$15K

Traded Dec 28, 2023Filed Jan 25, 2024 28d

↗
REGIONAL TRANSN DIST COLO CTFS PARTN COPS 2015 A DUE 06/01/2031 DATED 08/20/2015 Rate/Coupon: 3.50% Matures: 06/01/2031
Bond

Buy

$15K–$50K

Traded Nov 30, 2023Filed Dec 21, 2023 21d

↗
WILL CNTY ILL GO BDS 2016 DUE 11/15/2029 DATED 08/24/2016 4.00% INTEREST Rate/Coupon: 4.00% Matures: 11/15/2029
Bond

Buy

$15K–$50K

Traded Nov 2, 2023Filed Dec 1, 2023 29d

↗

Reported holdings

2025 annual report · filed May 14, 2026 · values at year end, in the ranges disclosed · changes vs 2024

Original

$4.3M–$11.9M sum of 246 disclosed ranges

Stock 78
Fund 66
Cash 23
Bond 75
Other 3
Private business 1

AssetOwner Valuevs 2024
UBS Bank USA Core SavingsCashUBS Retirement Accounts- Gary's Simplified Employee Pensi...Self$500K–$1M▲ $100K–$250K
Congressional FederalCashSelf$250K–$500K▲ $100K–$250K
VWELXVanguard Wellington FundFundAscensus Individual 401(K)Spouse$250K–$500KSame band
FXAIXFidelity 500 Index FundFundCommunity Foundation for SE MI 403(B) PlanSpouse$100K–$250KNew
LOWLowe's Companies Inc. (NYSE)UBS Resource Management AccountSelf$100K–$250KSame band
MSFTMicrosoft Corporation (NASDAQ)UBS Resource Management AccountSelf$100K–$250KSame band
SHWThe Sherwin-Williams Company (NYSE)UBS Resource Management AccountSelf$100K–$250KSame band
UBS Bank USA Core SavingsCashUBS Resource Management AccountSelf$100K–$250KSame band
SGOViShares 0-3 Month Treasury Bond ETFFundUBS Retirement Accounts- Gary's Simplified Employee Pensi...Self$100K–$250KNew
ABBVAbbVie Inc. (NYSE)UBS Resource Management AccountSelf$50K–$100KSame band
BACBank of America Corporation (NYSE)UBS Resource Management AccountSelf$50K–$100K▲ $15K–$50K
CSCOCisco Systems, Inc. (NASDAQ)UBS Retirement Accounts- Gary's Simplified Employee Pensi...Self$50K–$100K▲ $15K–$50K
ECLEcolab Inc. (NYSE)UBS Resource Management AccountSelf$50K–$100KSame band
FSMDXFidelity Mid Cap Index FundFundCommunity Foundation for SE MI 403(B) PlanSpouse$50K–$100KNew
JPMJPMorgan Chase & Co. (NYSE)UBS Resource Management AccountSelf$50K–$100KSame band
MetlifeOtherSelf$50K–$100KSame band
SPYSPDR S&P 500 ETF (NYSEArca)FundUBS Retirement Accounts- Gary's Simplified Employee Pensi...Self$50K–$100KSame band
MDYSPDR S&P MidCap 400 ETF (NYSEArca)FundUBS Retirement Accounts- Gary's Simplified Employee Pensi...Self$50K–$100KSame band
T Rowe Price Retirement 2030 AdvFundCommunity Foundation for SE Michigan MPPSpouse$50K–$100KSame band
BKThe Bank of New York Mellon Corporation (NYSE)UBS Resource Management AccountSelf$50K–$100K▲ $15K–$50K
PGThe Procter & Gamble Company (NYSE)UBS Resource Management AccountSelf$50K–$100KSame band
Transamerica Advisors Life InsuranceOtherSelf$50K–$100KSame band
UBSUBS Group AG (NYSE)UBS Resource Management AccountJoint$50K–$100K▲ $15K–$50K
United States Senate Federal Credit UnionCashJoint$50K–$100K▲ $15K–$50K
VMFXXVanguard Federal Money Market FundFundAscensus Individual 401(K)Spouse$50K–$100KSame band
VMVFXVanguard Global Minimum Volatility Fund Investor SFundAscensus Individual 401(K)Spouse$50K–$100KSame band
VTTHXVanguard Target Retirement 2035 FundFundAscensus Individual 401(K)Spouse$50K–$100K▲ $15K–$50K
VTEBVanguard Tax-Exempt Bond Index Fund - ETF SharesFundUBS Resource Management AccountSelf$50K–$100KNew
VASVXVanguard Whitehall Funds Selected Value FundFundAscensus Individual 401(K)Spouse$50K–$100KSame band
WMTWal-Mart Stores Inc. (NYSE)UBS Resource Management AccountSelf$50K–$100KSame band
MMM3M Company (NYSE)UBS Resource Management AccountSelf$15K–$50KSame band
TAT&T, Inc. (NYSE)UBS Resource Management AccountSelf$15K–$50K▲ $1K–$15K
ABTAbbott Laboratories (NYSE)UBS Resource Management AccountSelf$15K–$50KSame band
APDAir Products & Chemicals Inc. (NYSE)UBS Resource Management AccountSelf$15K–$50KSame band
AEPAmerican Electric Power Company, Inc.UBS Retirement Accounts- Gary's Simplified Employee Pensi...Self$15K–$50KSame band
American Exp Natl UT US 5.0000% Matures 03/23/2026CashUBS Retirement Accounts- Gary's Simplified Employee Pensi...Self$15K–$50KSame band
AIVSXAmerican Funds Invmt Co of Amer AFundUBS Resource Management AccountJoint$15K–$50KSame band
AIVSXAmerican Funds Invmt Co of Amer A (NASDAQ)FundUBS Retirement Account- Colleen's IRASpouse$15K–$50KSame band
ARCCAres Capital CorporationUBS Resource Management AccountSelf$15K–$50KSame band
Bank of America NC US 4.6500%, Mat 02/23/2026CashUBS Retirement Accounts- Gary's Simplified Employee Pensi...Self$15K–$50KSame band
BMYBristol-Myers Squibb Company (NYSE)UBS Resource Management AccountSelf$15K–$50KSame band
CMSCMS Energy Corp. (NYSE)UBS Resource Management AccountSelf$15K–$50KSame band
CVSCVS Health CorporationUBS Retirement Accounts- Gary's Simplified Employee Pensi...Self$15K–$50K▲ $1K–$15K
CSQCalamos Strategic Total Return (NASDAQ)FundUBS Retirement Accounts- Gary's Simplified Employee Pensi...Self$15K–$50KSame band
CLColgate-Palmolive Co. (NYSE)UBS Resource Management AccountSelf$15K–$50KSame band
Comal Cnty Tx OID 97.75 Rate 3.250% Matures 02/01/2032BondUBS Resource Management AccountSelf$15K–$50K▲ $1K–$15K
CAGConAgra Foods, Inc. (NYSE)UBS Resource Management AccountSelf$15K–$50KSame band
Cook Cnty Il HSD Build Rv OID Rate 3.000% Matures 12/01/2029BondUBS Resource Management AccountSelf$15K–$50K▲ $1K–$15K
Cook Co Il Cmnty Unit Assur OID Rate 3.375% Matures 12/01/2034BondUBS Resource Management AccountSelf$15K–$50K▲ $1K–$15K
CDPCopt Defense PropertiesUBS Retirement Account- Colleen's IRASpouse$15K–$50KSame band
CTVACorteva, Inc.UBS Resource Management AccountSelf$15K–$50KSame band
DTEDTE Energy CompanyUBS Resource Management AccountSelf$15K–$50KSame band
EGPEastGroup Properties Inc. (NYSE)UBS Resource Management AccountSelf$15K–$50KSame band
El Paso Tex Indpt Sch Perma OID98 Rate 3.000% Matures 08/15/2032BondUBS Resource Management AccountSelf$15K–$50K▲ $1K–$15K
EMREmerson Electric Co. (NYSE)UBS Retirement Accounts- Gary's Simplified Employee Pensi...Self$15K–$50KSame band
FIDZXFidelity Advisor International Capital Appreciation Fund - Class ZFundCommunity Foundation for SE MI 403(B) PlanSpouse$15K–$50KNew
Ford Motor Crdt Co LLC NTS B/E Rate 2.550% Matures 7/20/26BondUBS Retirement Accounts- Gary's Simplified Employee Pensi...Self$15K–$50KSame band
Ford Motor Credit Co LLC 3.30% 09/20/26BondUBS Retirement Accounts- Gary's Simplified Employee Pensi...Self$15K–$50KSame band
GATX Corp B/EBondUBS Retirement Accounts- Gary's Simplified Employee Pensi...Self$15K–$50KSame band
GISGeneral Mills, Inc. (NYSE)UBS Resource Management AccountSelf$15K–$50KSame band
GMGeneral Motors Company (NYSE)UBS Retirement Accounts- Gary's Simplified Employee Pensi...Self$15K–$50KSame band
PFFDGlobal X U.S. Preferred ETFFundUBS Resource Management AccountSelf$15K–$50KSame band
Goldman Sachs Fs Government FstFundCommunity Foundation for SE MI 403(B) PlanSpouse$15K–$50KSame band
IBMInternational Business Machines CorporatUBS Retirement Accounts- Gary's Simplified Employee Pensi...Self$15K–$50KSame band
SPHDInvesco S&P 500 High Dividend Low Volatility ETFFundUBS Resource Management AccountSelf$15K–$50KSame band
SPBOIssuer Scd Corp Bond SPDRFundUBS Retirement Accounts- Gary's Simplified Employee Pensi...Self$15K–$50KSame band
JEPIJPM Equity Premium Income ETFFundUBS Retirement Accounts- Gary's Simplified Employee Pensi...Self$15K–$50KSame band
JBBBJanus Detroit Street Trust Janus Henderson B-BBB CFundUBS Resource Management AccountSelf$15K–$50K▲ $1K–$15K
JAAAJanus Henderson AAA CLO ETFFundUBS Retirement Accounts- Gary's Simplified Employee Pensi...Self$15K–$50KSame band
JMBSJanus Henderson Mortgage-Backed Securities ETFFundUBS Retirement Accounts- Gary's Simplified Employee Pensi...Self$15K–$50KSame band
HTDJohn Hancock Tax Advantaged Div (NYSE)FundUBS Resource Management AccountSelf$15K–$50K▲ $1K–$15K
JNJJohnson & Johnson (NYSE)UBS Retirement Account- Colleen's IRASpouse$15K–$50KSame band
KMBKimberly-Clark Corporation (NYSE)UBS Resource Management AccountSelf$15K–$50KSame band
Lafayette Fed Cred Md US 5.2500% Matures 11/30/2026CashUBS Retirement Accounts- Gary's Simplified Employee Pensi...Self$15K–$50KSame band
Leggett & Platt Inc B/E 3.500% Matures 11/15/2027BondUBS Retirement Accounts- Gary's Simplified Employee Pensi...Self$15K–$50KSame band
Madison Ala Go Sch WTSBondUBS Resource Management AccountSelf$15K–$50K▲ $1K–$15K
MMCMarsh & McLennan Companies, Inc.UBS Resource Management AccountSelf$15K–$50KSame band
Massachusetts St for Iss SR E OID 96.863 BE/ RBondUBS Resource Management AccountSelf$15K–$50KSame band
MCDMcDonald's Corp. (NYSE)UBS Resource Management AccountSelf$15K–$50KSame band
Meaningful Impact Consulting LLCPrivate businessSpouse$15K–$50KSame band
MDTMedtronic plc (NYSE)UBS Resource Management AccountSelf$15K–$50KSame band
MRKMerck & Co. Inc. (NYSE)UBS Resource Management AccountSelf$15K–$50KSame band
METMetLife, Inc. (NYSE)UBS Resource Management AccountSelf$15K–$50KSame band
Miami-Dade Cnty BE/RBondUBS Resource Management AccountSelf$15K–$50KSame band
Milltown NJ Gen ImptBondUBS Resource Management AccountSelf$15K–$50K▲ $1K–$15K
MDLZMondelez International, Inc. (NASDAQ)UBS Resource Management AccountSelf$15K–$50KSame band
Morgan Stanley PRI NY US 4.8500% Matures 03/30/2027CashUBS Retirement Accounts- Gary's Simplified Employee Pensi...Self$15K–$50KSame band
NEENextEra Energy, Inc. (NYSE)UBS Retirement Accounts- Gary's Simplified Employee Pensi...Self$15K–$50KSame band
Northwestern Mutual Life InsuranceOtherSelf$15K–$50KSame band
PCLCXPACE Large Co Growth Equity PFundUBS Resource Management AccountJoint$15K–$50KSame band
PPGPPG Industries Inc. (NYSE)UBS Resource Management AccountSelf$15K–$50KSame band
Pacific Gas & Elec B/E Call@MW+20BPBondUBS Retirement Accounts- Gary's Simplified Employee Pensi...Self$15K–$50KSame band
Parchment Mi Sch SR A 3.25% 05/01/34BondUBS Resource Management AccountSelf$15K–$50K▲ $1K–$15K
PEPPepsico, Inc. (NYSE)UBS Resource Management AccountSelf$15K–$50KSame band
Plymouth Canton MI CSD Assur 3.25% 050130BondUBS Resource Management AccountSelf$15K–$50KSame band
QCOMQUALCOMM Incorporated (NASDAQ)UBS Retirement Accounts- Gary's Simplified Employee Pensi...Self$15K–$50KSame band
RTXRaytheon Technologies CorporationUBS Retirement Accounts- Gary's Simplified Employee Pensi...Self$15K–$50KSame band
ORealty Income CorporationUBS Retirement Accounts- Gary's Simplified Employee Pensi...Self$15K–$50KSame band
SPDWSPDR Portfolio Developed World ex-US ETFFundUBS Resource Management AccountSelf$15K–$50K▲ $1K–$15K
SPHYSPDR Portfolio High Yield Bond ETFFundUBS Retirement Accounts- Gary's Simplified Employee Pensi...Self$15K–$50KSame band
SPYDSPDR S&P 500 High Dividend Portfolio ETFFundUBS Resource Management AccountSelf$15K–$50KSame band
SDYSPDR S&P Dividend ETF (NYSEArca)FundUBS Retirement Accounts- Gary's Simplified Employee Pensi...Self$15K–$50KSame band
SPSMSPDR Small Cap Portfolio ETFFundUBS Retirement Accounts- Gary's Simplified Employee Pensi...Self$15K–$50K▲ $1K–$15K
WDIVSPDR??S&P??Global Dividend FundFundUBS Retirement Accounts- Gary's Simplified Employee Pensi...Self$15K–$50KSame band
STAGSTAG Industrial, Inc.UBS Retirement Accounts- Gary's Simplified Employee Pensi...Self$15K–$50KSame band
Sallie Mae Bank UT US 4.5000%, Mat 07/26/2027CashUBS Retirement Accounts- Gary's Simplified Employee Pensi...Self$15K–$50KSame band
Sault Ste Marie MI Build 3.00% 040131BondUBS Resource Management AccountSelf$15K–$50K▲ $1K–$15K
SCHYSchwab International Dividend Equity ETFFundUBS Retirement Accounts- Gary's Simplified Employee Pensi...Self$15K–$50K▲ $1K–$15K
SCHDSchwab US Dividend Equity ETFFundUBS Retirement Accounts- Gary's Simplified Employee Pensi...Self$15K–$50KSame band
SPGSimon Property Group, Inc.UBS Retirement Accounts- Gary's Simplified Employee Pensi...Self$15K–$50KSame band
T Rowe Price Retirement 2020 AdvFundCommunity Foundation for SE MI 403(B) PlanSpouse$15K–$50K▼ $50K–$100K
T Rowe Price Retirement 2030 AdvFundCommunity Foundation for SE MI 403(B) PlanSpouse$15K–$50K▼ $50K–$100K
ALLThe Allstate Corporation (NYSE)UBS Resource Management AccountSelf$15K–$50KSame band
CLXThe Clorox Company (NYSE)UBS Retirement Accounts- Gary's Simplified Employee Pensi...Self$15K–$50KSame band
KOThe Coca-Cola Company (NYSE)UBS Resource Management AccountSelf$15K–$50KSame band
TFCTruist Financial CorporationUBS Resource Management AccountSelf$15K–$50KSame band
Turlock CA Uni Sch 2017 OID 98.475 BE/ RBondUBS Resource Management AccountSelf$15K–$50KSame band
UBS Bank USA Core SavingsCashUBS Retirement Account- Colleen's IRASpouse$15K–$50KSame band
UNPUnion Pacific Corporation (NYSE)UBS Retirement Accounts- Gary's Simplified Employee Pensi...Self$15K–$50K▲ $1K–$15K
UPSUnited Parcel Service, Inc. (NYSE)UBS Retirement Account- Colleen's IRASpouse$15K–$50KSame band
Valley Natl BankCashUBS Retirement Account- Colleen's IRASpouse$15K–$50KNew
Valley Natl BankCashUBS Retirement Accounts- Gary's Simplified Employee Pensi...Self$15K–$50KNew
PFXFVanEck Preferred Securities ex Financials ETFFundUBS Resource Management AccountSelf$15K–$50KSame band
VYMIVanguard International High Dividend Yield ETFFundUBS Resource Management AccountSelf$15K–$50KSame band
VPUVanguard Utilities ETFFundUBS Retirement Accounts- Gary's Simplified Employee Pensi...Self$15K–$50KSame band
VZVerizon Communications Inc. (NYSE)UBS Resource Management AccountSelf$15K–$50KSame band
WPCW. P. Carey Inc. (NYSE)UBS Retirement Accounts- Gary's Simplified Employee Pensi...Self$15K–$50K▲ $1K–$15K
SHYGiShares 0-5 Year High Yield Corporate Bond ETFFundUBS Retirement Accounts- Gary's Simplified Employee Pensi...Self$15K–$50KSame band
SLQDiShares 0-5 Year Investment Grade Corporate Bond ETFFundUBS Retirement Account- Colleen's IRASpouse$15K–$50KNew
IGIBiShares 5-10 Year Investment Grade Corporate BondFundUBS Retirement Accounts- Gary's Simplified Employee Pensi...Self$15K–$50KSame band
HDViShares Core High Dividend ETFFundUBS Resource Management AccountSelf$15K–$50KSame band
IDViShares International Select Dividend ETFFundUBS Resource Management AccountSelf$15K–$50KSame band
PFFiShares Preferred and Income Securities ETFFundUBS Resource Management AccountSelf$15K–$50KSame band
DVYiShares Select Dividend ETFFundUBS Retirement Accounts- Gary's Simplified Employee Pensi...Self$15K–$50KSame band
Alexandria Real Estate 2.75% Matures 12/15/2029BondUBS Retirement Accounts- Gary's Simplified Employee Pensi...Self$1K–$15KSame band
Amarillo Tex GoBondUBS Resource Management AccountSelf$1K–$15KSame band
Anderson Cnty SC South OID 97.116 SR B/RBondUBS Resource Management AccountSelf$1K–$15KSame band
Bank of Amer CorpBondUBS Retirement Accounts- Gary's Simplified Employee Pensi...Self$1K–$15KSame band
BXMTBlackstone Mortgage Trust, Inc. (NYSE)UBS Retirement Accounts- Gary's Simplified Employee Pensi...Self$1K–$15KSame band
Brighthouse Finl Inc NTS 3.700% Matures 6/22/2027BondUBS Retirement Accounts- Gary's Simplified Employee Pensi...Self$1K–$15KSame band
Brookhaven Ga Dev 3.00% Matures 07/01/2046BondUBS Resource Management AccountSelf$1K–$15KSame band
IGRCBRE Global Real Estate (NYSE)FundUBS Retirement Accounts- Gary's Simplified Employee Pensi...Self$1K–$15KSame band
Carman-Ainsworth Cmnty OID 3.00% 05/01/27BondUBS Resource Management AccountSelf$1K–$15KSame band
Celina Tx Indpt Sch Perma OID 3.00% 08/15/37BondUBS Resource Management AccountSelf$1K–$15KSame band
Chippewa Ohio Loc Sch Ohio SR1 3.00% 11/01/42BondUBS Resource Management AccountSelf$1K–$15KSame band
Cleveland Ohio GO VAR PURP 3.00% Matures 12/01/2043BondUBS Resource Management AccountSelf$1K–$15KSame band
Coca-Cola B/E 2.125% 09/06/2029BondUBS Retirement Accounts- Gary's Simplified Employee Pensi...Self$1K–$15KSame band
Connecticut St for Issue SR E 3.375% 10/15/36BondUBS Resource Management AccountSelf$1K–$15KSame band
Cook Cnty Ill Sch 2.875% Matures 05/01/2039BondUBS Resource Management AccountSelf$1K–$15KSame band
DTMDT Midstream, Inc.UBS Resource Management AccountSelf$1K–$15KSame band
Dearborn MIBondUBS Resource Management AccountSelf$1K–$15KSame band
DOWDow Inc.UBS Resource Management AccountSelf$1K–$15KSame band
Dupont de Nemours IncUBS Resource Management AccountSelf$1K–$15K▼ $15K–$50K
FSKFS KKR Capital Corp.UBS Retirement Accounts- Gary's Simplified Employee Pensi...Self$1K–$15KSame band
FFord Motor Co. (NYSE)UBS Retirement Account- Colleen's IRASpouse$1K–$15KSame band
General Elec Cap CorpBondUBS Retirement Accounts- Gary's Simplified Employee Pensi...Self$1K–$15KSame band
Georgia Power CO B/E 2.65% Matures 09/15/2029BondUBS Retirement Accounts- Gary's Simplified Employee Pensi...Self$1K–$15KSame band
Goldman Sachs Fs Government FstFundCommunity Foundation for SE Michigan MPPSpouse$1K–$15K▼ $15K–$50K
Grand Valley Mi St Univ 3.00% 12/01/31BondUBS Resource Management AccountSelf$1K–$15KSame band
Guilford Cnty NC SR BBondUBS Resource Management AccountSelf$1K–$15KSame band
HRHealthcare Realty Trust Incorporated (NYSE)UBS Resource Management AccountSelf$1K–$15KSame band
Honolulu Hi City & Cnty 3.00% Matures 10/01/2041BondUBS Resource Management AccountSelf$1K–$15KSame band
Humana Inc NTS B/EBondUBS Retirement Accounts- Gary's Simplified Employee Pensi...Self$1K–$15KSame band
HBANHuntington Bancshares IncorporatedUBS Resource Management AccountSelf$1K–$15KSame band
Kings Park NY Cent Sch D 2.00% Matures 9/1/33BondUBS Resource Management AccountSelf$1K–$15KSame band
Lenawee Cnty Mich Go LtdBondUBS Resource Management AccountSelf$1K–$15KSame band
Lexington-Fayette Urban SR ABondUBS Resource Management AccountSelf$1K–$15KSame band
Maricopa Cnty AZ Indl SR A RV 3.25% 01/01/37BondUBS Resource Management AccountSelf$1K–$15KSame band
Maryland St for Issues Dated Prior to 08/05/11BondUBS Resource Management AccountSelf$1K–$15KSame band
Mason Mich Pub Schs Dist Sch Bldg and Site BDS 2018-IBondUBS Resource Management AccountSelf$1K–$15KSame band
MPWMedical Properties Trust Inc. (NYSE)UBS Retirement Accounts- Gary's Simplified Employee Pensi...Self$1K–$15KSame band
Memphis Tenn GenBondUBS Resource Management AccountSelf$1K–$15KSame band
Michigan Fin AuthBondUBS Resource Management AccountSelf$1K–$15KSame band
Milwaukee WI SR B3 OID Rate 3.000% Matures 03/01/2033BondUBS Resource Management AccountSelf$1K–$15KSame band
Morgan Stanley Bk UT US 4.5500% Mat 04/17/2028CashUBS Retirement Account- Colleen's IRASpouse$1K–$15KSame band
Multnomah Cnty OR Orego OID 96.932 SR/RBondUBS Resource Management AccountSelf$1K–$15KSame band
Nextera Energy CapitalBondUBS Retirement Accounts- Gary's Simplified Employee Pensi...Self$1K–$15KSame band
Nextera Energy Capital 3.50% Matures 04/01/2029BondUBS Retirement Accounts- Gary's Simplified Employee Pensi...Self$1K–$15KSame band
NINiSource Inc. (NYSE)UBS Resource Management AccountSelf$1K–$15KSame band
Nordstrom Inc B/EBondUBS Retirement Accounts- Gary's Simplified Employee Pensi...Self$1K–$15KSame band
Nucor Corp NTS B/E 3.95% Matures 05/01/2028BondUBS Retirement Accounts- Gary's Simplified Employee Pensi...Self$1K–$15KSame band
Oak Grove Ca Sch 3.00% Matures 08/01/2040BondUBS Resource Management AccountSelf$1K–$15KSame band
Oakland Mi Schls Inter SC 3.125% 05/01/34BondUBS Resource Management AccountSelf$1K–$15KSame band
OCSLOaktree Specialty Lending Corporation - Common StoUBS Retirement Accounts- Gary's Simplified Employee Pensi...Self$1K–$15KSame band
PFEPfizer Inc. (NYSE)UBS Resource Management AccountSelf$1K–$15KSame band
Philadelphia PA Stewtr RV OID 3.125% 10/01/35BondUBS Resource Management AccountSelf$1K–$15KSame band
Principal Plus Interest OptionFundMichigan Education Savings Program/ AGPSelf$1K–$15KSame band
QQnity Electronics, Inc.UBS Resource Management AccountSelf$1K–$15KNew
BRWSaba Capital Income & Opportunities Fund SBIFundUBS Retirement Accounts- Gary's Simplified Employee Pensi...Self$1K–$15KSame band
Santa Clara CA UNI SCH DIST 3.00% Matures 07/01/2042BondUBS Resource Management AccountSelf$1K–$15KSame band
Simon Ppty Group LP B/E 2.45% Matures 09/13/2029BondUBS Retirement Accounts- Gary's Simplified Employee Pensi...Self$1K–$15KSame band
Sonoma Valley Ca Uni 2015 3.125% 080133BondUBS Resource Management AccountSelf$1K–$15KSame band
Spokane WABondUBS Resource Management AccountSelf$1K–$15KSame band
St Charles MI Cmnty Sch Assur 3.75% 050135BondUBS Resource Management AccountSelf$1K–$15KSame band
SWKStanley Black & Decker, Inc. (NYSE)UBS Retirement Accounts- Gary's Simplified Employee Pensi...Self$1K–$15KSame band
State Bank India IL USCashUBS Retirement Account- Colleen's IRASpouse$1K–$15KSame band
SJMThe J. M. Smucker Company (NYSE)UBS Resource Management AccountSelf$1K–$15KSame band
UBS Bank USACashUBS Resource Management AccountSelf$1K–$15KSame band
UBS Bank USA Core SavingsCashUBS Resource Management AccountJoint$1K–$15K▲ Under $1K
UBS Bk USA Salt LA UT USCashUBS Retirement Account- Colleen's IRASpouse$1K–$15KSame band
UBS Insured Sweep ProgramCashUBS Resource Management AccountJoint$1K–$15KSame band
Virginia Commnwlth Trans 3.00% Matures 05/15/40BondUBS Resource Management AccountSelf$1K–$15KSame band
WP Carey Inc B/EBondUBS Retirement Accounts- Gary's Simplified Employee Pensi...Self$1K–$15KSame band
Washoe Cnty Nev Sch Dst 3.125% 06/01/36BondUBS Resource Management AccountSelf$1K–$15KSame band
XELXcel Energy Inc.UBS Resource Management AccountSelf$1K–$15KSame band
EFAiShares MSCI EAFE (NYSEArca)FundUBS Resource Management AccountSelf$1K–$15KSame band
Ally Finl Inc NTS B/E 2.200% Matures 2/15/2025BondUBS Retirement Accounts- Gary's Simplified Employee Pensi...SelfUnder $1K▼ $1K–$15K
American Fund Europacific GrowthFundState of Michigan 401(k) PlanSelfUnder $1K▼ $15K–$50K
American Fund Europacific GrowthFundState of Michigan 457 PlanSelfUnder $1K▼ $15K–$50K
RERCXAmerican Funds Europacific Growth R3 (NASDAQ)FundCommunity Foundation for SE MI 403(B) PlanSpouseUnder $1K▼ $15K–$50K
American Intl Group B/E 3.900% Matures 04/01/2026BondUBS Retirement Accounts- Gary's Simplified Employee Pensi...SelfUnder $1K▼ $1K–$15K
Anheuser-Busch Inbev 4.00% Matures 04/13/2028BondUBS Retirement Accounts- Gary's Simplified Employee Pensi...SelfUnder $1K▼ $1K–$15K
PESPXBNY Mellon MidCap Index Fund Investor SharesFundCommunity Foundation for SE MI 403(B) PlanSpouseUnder $1K▼ $50K–$100K
Capital One Financial CoBondUBS Retirement Accounts- Gary's Simplified Employee Pensi...SelfUnder $1K▼ $15K–$50K
Ceredex Small-Cap ValueFundState of Michigan 457 PlanSelfUnder $1K▼ $15K–$50K
Cigna Corp B/E 3.25% 04/15/25BondUBS Retirement Accounts- Gary's Simplified Employee Pensi...SelfUnder $1K▼ $1K–$15K
Dodge & Cox StockFundState of Michigan 401(k) PlanSelfUnder $1K▼ $100K–$250K
Genl Mills Inc NTS B/EBondUBS Retirement Accounts- Gary's Simplified Employee Pensi...SelfUnder $1K▼ $1K–$15K
Healthcare Realy Tr IncBondUBS Retirement Accounts- Gary's Simplified Employee Pensi...SelfUnder $1K▼ $1K–$15K
INTCIntel Corporation (NASDAQ)UBS Retirement Account- Colleen's IRASpouseUnder $1K▼ $1K–$15K
VAFAXInvesco American Franchise AFundUBS Resource Management AccountJointUnder $1K▼ $1K–$15K
Jennison Large Cap GrowthFundState of Michigan 457 PlanSelfUnder $1K▼ $15K–$50K
JNPRJuniper Networks, Inc.UBS Resource Management AccountSelfUnder $1K▼ $1K–$15K
Lincoln Natl Corp B/E 3.35% 03/09/25BondUBS Retirement Accounts- Gary's Simplified Employee Pensi...SelfUnder $1K▼ $1K–$15K
Morgan StanleyCashUBS Retirement Account- Colleen's IRASpouseUnder $1K▼ $1K–$15K
NLOPNet Lease Office PropertiesUBS Retirement Accounts- Gary's Simplified Employee Pensi...SelfUnder $1KSame band
JWNNordstrom Inc. (NYSE)UBS Retirement Account- Colleen's IRASpouseUnder $1K▼ $1K–$15K
OGNOrganon & Co.UBS Resource Management AccountSelfUnder $1K▼ $1K–$15K
ONLOrion Office REIT Inc.UBS Retirement Accounts- Gary's Simplified Employee Pensi...SelfUnder $1KSame band
Regional Trans Dist Co SR A RV OID Rate 3.500% Matures 06/01/2031BondUBS Resource Management AccountSelfUnder $1K▼ $15K–$50K
SSgA S&P 500 IndexFundState of Michigan 457 PlanSelfUnder $1K▼ $50K–$100K
SSgA S&P MidCap IndexFundState of Michigan 457 PlanSelfUnder $1K▼ $50K–$100K
SSgA Target Retirement 2025FundState of Michigan 401(k) PlanSelfUnder $1K▼ $1K–$15K
Stable Value FundFundState of Michigan 401(k) PlanSelfUnder $1K▼ $50K–$100K
Stable Value FundFundState of Michigan 457 PlanSelfUnder $1K▼ $50K–$100K
T Rowe Price Mid Cap ValueFundState of Michigan 401(k) PlanSelfUnder $1K▼ $50K–$100K
UBS Bank USACashUBS Resource Management AccountJointUnder $1KSame band
UBS Insured Sweep ProgramCashUBS Retirement Account- Colleen's IRASpouseUnder $1K▼ $1K–$15K
UBS Insured Sweep ProgramCashUBS Retirement Accounts- Gary's Simplified Employee Pensi...SelfUnder $1K▼ $1K–$15K
VFIAXVanguard 500 Index Fund Admiral SharesFundCommunity Foundation for SE MI 403(B) PlanSpouseUnder $1K▼ $100K–$250K
Verizon Communications 2.625% 08/15/26BondUBS Retirement Accounts- Gary's Simplified Employee Pensi...SelfUnder $1K▼ $1K–$15K
VTRSViatris Inc.UBS Resource Management AccountSelfUnder $1KSame band
Victoria Tex Indpt Sch Dist Unrefunded Balance - REFBondUBS Resource Management AccountSelfUnder $1K▼ $1K–$15K
Victoria Tx Indpt Sch Dist Prerefunded-REFBondUBS Resource Management AccountSelfUnder $1K▼ $1K–$15K
Wells Fargo Bk NA NV US 4.5500% Matures 02/18/2025CashUBS Retirement Accounts- Gary's Simplified Employee Pensi...SelfUnder $1K▼ $15K–$50K
Will Cnty Il Be/ R Rate 4.000% Mature 11/15/29BondUBS Resource Management AccountSelfUnder $1K▼ $15K–$50K

Source filings

Every report we read for this page · newest first

Aug 7, 2026 Periodic transaction report 1 trade View original
Jul 2, 2026 Periodic transaction report 1 trade View original
Jun 11, 2026 Periodic transaction report 1 trade View original
May 14, 2026 2025 annual report 246 assets View original
May 11, 2026 Periodic transaction report 3 trades View original
Jan 20, 2026 Periodic transaction report 2 trades View original
Jan 7, 2026 Periodic transaction report 2 trades View original
Dec 4, 2025 Periodic transaction report 1 trade View original
Nov 24, 2025 Periodic transaction report 1 trade View original
May 15, 2025 2024 annual report 254 assets View original
Nov 14, 2024 Periodic transaction report 3 trades View original
Aug 5, 2024 Periodic transaction report 2 trades View original
May 23, 2024 Periodic transaction report 4 trades View original
May 15, 2024 2023 annual report 251 assets View original
Jan 25, 2024 Periodic transaction report 1 trade View original
Dec 21, 2023 Periodic transaction report 1 trade View original
Dec 1, 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.