Jonathan L. Jackson

D-IL-1 Representative for Illinois’s 1st district Democrat In Congress since 2023

163trades · 3 yrs
88buys
75sells
34dmedian wait
31filed late

Jonathan L. Jackson disclosed 163 trades made since Oct 4, 2023: 88 buys and 75 sales. The most traded name was AMZN (8 trades). 150 of them were a spouse's or joint account's. The latest, made Aug 28, 2026, was filed Sep 3, 2026.

Trades over time

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

Buys Sells

AMZN 8 trades 5 buy · 3 sell
CHD 6 trades 4 buy · 2 sell
IBM 6 trades 3 buy · 3 sell
MCK 6 trades 4 buy · 2 sell
META 6 trades 4 buy · 2 sell
TMUS 6 trades 4 buy · 2 sell

Trades

163 trades since Oct 4, 2023 · newest first · 14 in an industry a committee of theirs oversees

Asset

Trade

Amount

Traded · filed
VSATViaSat, Inc.
Joint

Sell · part

$1K–$15K

Traded Aug 28Filed Sep 3 6d

↗
SPHRSphere Entertainment Co.
Spouse

Buy

$1K–$15K

Traded Jun 15Filed Jul 15 30d

↗
MCKMcKesson Corporation
Spouse

Sell

$1K–$15K

Traded Jun 15Filed Jul 15 30d

↗
HLTHilton Worldwide Holdings Inc.
Spouse

Buy

$1K–$15K

Traded Jun 15Filed Jul 15 30d

↗
MSFTMicrosoft Corporation
Joint

Sell · part

$15K–$50K

Traded May 12Filed Jun 16 35d

↗
VVisa Inc.
Joint

Sell

$50K–$100K

Traded Apr 24Filed May 27 33d

↗
ORLYO'Reilly Automotive, Inc.

Sell

$1K–$15K

Traded Apr 24Filed May 27 33d

↗
THCTenet Healthcare Corporation
Joint

Sell

$15K–$50K

Traded Apr 20Filed May 27 37d

↗
SPGSimon Property Group, Inc.
Joint

Buy

$15K–$50K

Traded Apr 20Filed May 27 37d

↗
THCTenet Healthcare Corporation
Spouse

Sell

$1K–$15K

Traded Apr 15Filed May 27 42d

↗
BPBP p.l.c.

Buy

$1K–$15K

Traded Mar 20Filed Apr 8 19d

↗
ORLYO'Reilly Automotive, Inc.
Joint

Sell

$15K–$50K

Traded Mar 19Filed Apr 8 20d

↗
BPBP p.l.c.
Joint

Buy

$15K–$50K

Traded Mar 19Filed Apr 8 20d

↗
AMZNAmazon.com, Inc.

Sell

$1K–$15K

Traded Mar 9Filed Apr 8 30d

↗
BKThe Bank of New York Mellon Corporation
Joint

Buy

$50K–$100K

Traded Feb 17Filed Mar 12 23d

↗
BKThe Bank of New York Mellon Corporation

Buy

$1K–$15K

Traded Feb 17Filed Mar 12 23d

↗
IBMInternational Business Machines Corporation

Sell

$1K–$15K

Traded Feb 17Filed Mar 12 23d

↗
IBMInternational Business Machines Corporation
Joint

Sell

$50K–$100K

Traded Feb 17Filed Mar 12 23d

↗
WELLWelltower Inc.
Spouse

Buy

$1K–$15K

Traded Feb 11Filed Mar 12 29d

↗
THCTenet Healthcare Corporation
Spouse

Sell · part

$1K–$15K

Traded Feb 11Filed Mar 12 29d

↗
CCitigroup, Inc.
Spouse

Buy

$1K–$15K

Traded Feb 11Filed Mar 12 29d

↗
AMZNAmazon.com, Inc.
Spouse

Sell

$1K–$15K

Traded Feb 11Filed Mar 12 29d

↗
PANWPalo Alto Networks, Inc.
Joint

Sell

$50K–$100K

Traded Feb 5Filed Mar 12 35d

↗
CCitigroup, Inc.
Joint

Buy

$50K–$100K

Traded Feb 5Filed Mar 12 35d

↗
AMZNAmazon.com, Inc.

Buy

$1K–$15K

Traded Feb 5Filed Mar 12 35d

↗
CCitigroup, Inc.

Buy

$1K–$15K

Traded Feb 4Filed Mar 12 36d

↗
BRCMBroadcom Corporation - Class A

Sell

$1K–$15K

Traded Feb 4Filed Mar 12 36d

↗
SHOPShopify Inc. - Class A Subordinate Voting Shares

Sell

$1K–$15K

Traded Feb 3Filed Mar 12 37d

↗
SHOPShopify Inc. - Class A Subordinate Voting Shares
Joint

Sell

$50K–$100K

Traded Jan 30Filed Feb 23 24d

↗
GEVGE Vernova Inc.
Joint

Buy

$15K–$50K

Traded Jan 30Filed Feb 23 24d

↗
CCitigroup, Inc.
Joint

Buy

$15K–$50K

Traded Jan 30Filed Feb 23 24d

↗
VSATViaSat, Inc.
Joint

Buy

$50K–$100K

Traded Jan 22Filed Feb 23 32d

↗
CPNGCoupang, Inc.
Joint

Sell

$15K–$50K

Traded Jan 22Filed Feb 23 32d

↗
HOODRobinhood Markets, Inc.
Spouse

Sell

$1K–$15K

Traded Jan 20Filed Feb 23 34d

↗
JPMJP Morgan Chase & Co.
Spouse

Buy

$1K–$15K

Traded Jan 20Filed Feb 23 34d

↗
PLTRPalantir Technologies Inc.
Joint

Sell

$15K–$50K

Traded Jan 16Filed Feb 23 38d

↗
WMTWalmart Inc.
JointCommittee

Buy

$50K–$100K

Traded Jan 13Filed Feb 23 41d

↗
TMUST-Mobile US, Inc.
Joint

Sell

$50K–$100K

Traded Jan 13Filed Feb 23 41d

↗
HOODRobinhood Markets, Inc.
Joint

Sell

$15K–$50K

Traded Dec 22, 2025Filed Jan 8 17d

↗
PLTRPalantir Technologies Inc.
Joint

Buy

$15K–$50K

Traded Dec 22, 2025Filed Jan 8 17d

↗
THCTenet Healthcare Corporation
Joint

Buy

$15K–$50K

Traded Dec 10, 2025Filed Jan 8 29d

↗
MELIMercadoLibre, Inc.
Joint

Sell

$15K–$50K

Traded Dec 10, 2025Filed Jan 8 29d

↗
SHOPShopify Inc. - Class A Subordinate Voting Shares
Joint

Buy

$50K–$100K

Traded Dec 8, 2025Filed Jan 8 31d

↗
NFLXNetflix, Inc.
Joint

Sell

$50K–$100K

Traded Dec 8, 2025Filed Jan 8 31d

↗
TMUST-Mobile US, Inc.
Spouse

Sell

$1K–$15K

Traded Nov 11, 2025Filed Dec 5, 2025 24d

↗
STTState Street Corporation
Spouse

Buy

$1K–$15K

Traded Nov 11, 2025Filed Dec 5, 2025 24d

↗
METAMeta Platforms, Inc.
Spouse

Sell

$1K–$15K

Traded Nov 11, 2025Filed Dec 5, 2025 24d

↗
HOODRobinhood Markets, Inc.
Joint

Buy

$15K–$50K

Traded Nov 6, 2025Filed Dec 5, 2025 29d

↗
DOCSDoximity, Inc.
Joint

Sell

$15K–$50K

Traded Nov 6, 2025Filed Dec 5, 2025 29d

↗
SHOPShopify Inc. - Class A Subordinate Voting Shares

Buy

$1K–$15K

Traded Oct 8, 2025Filed Nov 10, 2025 33d

↗
HOODRobinhood Markets, Inc.
Joint

Buy

$15K–$50K

Traded Oct 8, 2025Filed Nov 10, 2025 33d

↗
MCKMcKesson Corporation

Sell

$1K–$15K

Traded Oct 8, 2025Filed Nov 10, 2025 33d

↗
SHOPShopify Inc. - Class A Subordinate Voting Shares
Joint

Buy

$15K–$50K

Traded Oct 6, 2025Filed Nov 10, 2025 35d

↗
HOODRobinhood Markets, Inc.
Spouse

Buy

$1K–$15K

Traded Sep 5, 2025Filed Oct 15, 2025 40d

↗
THCTenet Healthcare Corporation
Spouse

Buy

$1K–$15K

Traded Sep 3, 2025Filed Oct 15, 2025 42d

↗
LRCXLam Research Corporation
Spouse

Sell

$1K–$15K

Traded Sep 3, 2025Filed Oct 15, 2025 42d

↗
ARMArm Holdings plc - American Depositary Shares
Spouse

Sell

$1K–$15K

Traded Sep 2, 2025Filed Oct 15, 2025 43d

↗
DOCSDoximity, Inc.
Joint

Buy

$15K–$50K

Traded Aug 25, 2025Filed Sep 23, 2025 29d

↗
LRCXLam Research Corporation
Spouse

Buy

$1K–$15K

Traded Aug 13, 2025Filed Sep 23, 2025 41d

↗
IBMInternational Business Machines Corporation
Spouse

Sell

$1K–$15K

Traded Aug 13, 2025Filed Sep 23, 2025 41d

↗
FMXFomento Economico Mexicano S.A.B. de C.V.
SpouseCommittee

Sell

$1K–$15K

Traded Jul 17, 2025Filed Aug 25, 2025 39d

↗
ARMArm Holdings plc - American Depositary Shares
Spouse

Buy

$1K–$15K

Traded Jul 17, 2025Filed Aug 25, 2025 39d

↗
IBMInternational Business Machines Corporation
Joint

Buy

$15K–$50K

Traded Jun 3, 2025Filed Jul 14, 2025 41d

↗
LLYEli Lilly and Company
Joint

Sell

$15K–$50K

Traded Jun 3, 2025Filed Jul 14, 2025 41d

↗
IBMInternational Business Machines Corporation
Spouse

Buy

$1K–$15K

Traded May 21, 2025Filed Aug 25, 2025 96d

↗
FMXFomento Economico Mexicano S.A.B. de C.V.
SpouseCommittee

Buy

$1K–$15K

Traded May 21, 2025Filed Aug 25, 2025 96d

↗
LLYEli Lilly and Company
Spouse

Sell

$1K–$15K

Traded May 21, 2025Filed Aug 25, 2025 96d

↗
IBMInternational Business Machines Corporation
Joint

Buy

$50K–$100K

Traded May 14, 2025Filed Jun 13, 2025 30d

↗
CHDChurch & Dwight Company, Inc.
JointCommittee

Sell

$15K–$50K

Traded May 14, 2025Filed Jun 13, 2025 30d

↗
LINLinde plc - Ordinary Shares
JointCommittee

Sell

$50K–$100K

Traded May 7, 2025Filed Jun 13, 2025 37d

↗
CHDChurch & Dwight Company, Inc.
SpouseCommittee

Sell

$1K–$15K

Traded May 5, 2025Filed Aug 25, 2025 112d

↗
WMBWilliams Companies, Inc.
Spouse

Sell · part

$1K–$15K

Traded Apr 23, 2025Filed Aug 25, 2025 124d

↗
TMUST-Mobile US, Inc.
Spouse

Buy

$1K–$15K

Traded Apr 23, 2025Filed Aug 25, 2025 124d

↗
METAMeta Platforms, Inc.
Spouse

Buy

$1K–$15K

Traded Apr 23, 2025Filed Aug 25, 2025 124d

↗
MCKMcKesson Corporation
Spouse

Buy

$1K–$15K

Traded Apr 23, 2025Filed Aug 25, 2025 124d

↗
LLYEli Lilly and Company
Spouse

Buy

$1K–$15K

Traded Apr 23, 2025Filed Aug 25, 2025 124d

↗
CHDChurch & Dwight Company, Inc.
SpouseCommittee

Buy

$1K–$15K

Traded Apr 23, 2025Filed Aug 25, 2025 124d

↗
AMZNAmazon.com, Inc.
Spouse

Buy

$1K–$15K

Traded Apr 23, 2025Filed Aug 25, 2025 124d

↗
LLYEli Lilly and Company
Joint

Buy

$15K–$50K

Traded Apr 21, 2025Filed May 13, 2025 22d

↗
GOOGLAlphabet Inc.
Joint

Sell

$15K–$50K

Traded Apr 21, 2025Filed May 13, 2025 22d

↗
NFLXNetflix, Inc.
Joint

Buy

$50K–$100K

Traded Apr 16, 2025Filed May 13, 2025 27d

↗
METAMeta Platforms, Inc.
Joint

Sell

$1K–$15K

Traded Apr 16, 2025Filed May 13, 2025 27d

↗
AMZNAmazon.com, Inc.
Joint

Sell

$15K–$50K

Traded Apr 16, 2025Filed May 13, 2025 27d

↗
MSFTMicrosoft Corporation
Joint

Sell · part

$50K–$100K

Traded Apr 10, 2025Filed May 13, 2025 33d

↗
ARMKAramark
Joint

Sell

$15K–$50K

Traded Apr 10, 2025Filed May 13, 2025 33d

↗
GSGoldman Sachs Group, Inc.
Spouse

Sell

$1K–$15K

Traded Apr 7, 2025Filed Aug 25, 2025 140d

↗
KKRKKR & Co. Inc.
Spouse

Sell

$1K–$15K

Traded Apr 4, 2025Filed Aug 25, 2025 143d

↗
ILLINOIS WESLEYAN UNIV FIN REV RE; 4.0%; Due 09/01/2041
BondJoint

Buy

$15K–$50K

Traded Mar 28, 2025Filed Apr 8, 2025 11d

↗
WMBWilliams Companies, Inc.
Spouse

Buy

$1K–$15K

Traded Mar 24, 2025Filed Aug 25, 2025 154d

↗
TMUST-Mobile US, Inc.
Spouse

Buy

$1K–$15K

Traded Mar 24, 2025Filed Aug 25, 2025 154d

↗
METAMeta Platforms, Inc.
Spouse

Buy

$1K–$15K

Traded Mar 24, 2025Filed Aug 25, 2025 154d

↗
MCKMcKesson Corporation
Spouse

Buy

$1K–$15K

Traded Mar 24, 2025Filed Aug 25, 2025 154d

↗
KKRKKR & Co. Inc.
Spouse

Buy

$1K–$15K

Traded Mar 24, 2025Filed Aug 25, 2025 154d

↗
GSGoldman Sachs Group, Inc.
Spouse

Buy

$1K–$15K

Traded Mar 24, 2025Filed Aug 25, 2025 154d

↗
CHDChurch & Dwight Company, Inc.
SpouseCommittee

Buy

$1K–$15K

Traded Mar 24, 2025Filed Aug 25, 2025 154d

↗
AMZNAmazon.com, Inc.
Spouse

Buy

$1K–$15K

Traded Mar 24, 2025Filed Aug 25, 2025 154d

↗
WMBWilliams Companies, Inc.
Spouse

Buy

$1K–$15K

Traded Mar 17, 2025Filed Aug 25, 2025 161d

↗
PANWPalo Alto Networks, Inc.
Spouse

Sell

$1K–$15K

Traded Mar 17, 2025Filed Aug 25, 2025 161d

↗
CRMSalesforce, Inc.
Joint

Sell

$15K–$50K

Traded Mar 11, 2025Filed Apr 8, 2025 28d

↗
MSFTMicrosoft Corporation

Sell

$1K–$15K

Traded Mar 4, 2025Filed Apr 8, 2025 35d

↗
MCKMcKesson Corporation

Buy

$1K–$15K

Traded Mar 4, 2025Filed Apr 8, 2025 35d

↗
TMUST-Mobile US, Inc.
Spouse

Buy

$1K–$15K

Traded Mar 3, 2025Filed Aug 25, 2025 175d

↗
PANWPalo Alto Networks, Inc.
Spouse

Buy

$1K–$15K

Traded Mar 3, 2025Filed Aug 25, 2025 175d

↗
METAMeta Platforms, Inc.
Spouse

Buy

$1K–$15K

Traded Mar 3, 2025Filed Aug 25, 2025 175d

↗
MCKMcKesson Corporation
Spouse

Buy

$1K–$15K

Traded Mar 3, 2025Filed Aug 25, 2025 175d

↗
KKRKKR & Co. Inc.
Spouse

Buy

$1K–$15K

Traded Mar 3, 2025Filed Aug 25, 2025 175d

↗
GSGoldman Sachs Group, Inc.
Spouse

Buy

$1K–$15K

Traded Mar 3, 2025Filed Aug 25, 2025 175d

↗
CHDChurch & Dwight Company, Inc.
SpouseCommittee

Buy

$1K–$15K

Traded Mar 3, 2025Filed Aug 25, 2025 175d

↗
AMZNAmazon.com, Inc.
Spouse

Buy

$1K–$15K

Traded Mar 3, 2025Filed Aug 25, 2025 175d

↗
ORLYO'Reilly Automotive, Inc.
Joint

Buy

$15K–$50K

Traded Dec 16, 2024Filed Jan 16, 2025 31d

↗
GDGeneral Dynamics Corporation
Joint

Sell

$15K–$50K

Traded Dec 16, 2024Filed Jan 16, 2025 31d

↗
TIMBTIM S.A. American Depositary Shares
Joint

Sell

$15K–$50K

Traded Dec 9, 2024Filed Jan 16, 2025 38d

↗
METAMeta Platforms, Inc.
Joint

Buy

$1K–$15K

Traded Dec 9, 2024Filed Jan 16, 2025 38d

↗
AMATApplied Materials, Inc.
Joint

Sell

$15K–$50K

Traded Nov 27, 2024Filed Dec 12, 2024 15d

↗
AMZNAmazon.com, Inc.
Joint

Buy

$15K–$50K

Traded Nov 27, 2024Filed Dec 12, 2024 15d

↗
REGNRegeneron Pharmaceuticals, Inc.
Joint

Sell

$15K–$50K

Traded Nov 13, 2024Filed Dec 12, 2024 29d

↗
CHDChurch & Dwight Company, Inc.
JointCommittee

Buy

$15K–$50K

Traded Nov 13, 2024Filed Dec 12, 2024 29d

↗
REGNRegeneron Pharmaceuticals, Inc.
Joint

Sell · part

$1K–$15K

Traded Nov 1, 2024Filed Dec 12, 2024 41d

↗
CRMSalesforce, Inc.
Joint

Buy

$15K–$50K

Traded Oct 28, 2024Filed Nov 29, 2024 32d

↗
ASMLASML Holding N.V. - New York Registry Shares
Joint

Sell

$15K–$50K

Traded Oct 28, 2024Filed Nov 29, 2024 32d

↗
MRKMerck & Company, Inc.
Joint

Sell

$15K–$50K

Traded Sep 24, 2024Filed Oct 11, 2024 17d

↗
GDGeneral Dynamics Corporation
Joint

Buy

$15K–$50K

Traded Sep 24, 2024Filed Oct 11, 2024 17d

↗
AESThe AES Corporation
Joint

Sell

$15K–$50K

Traded Sep 19, 2024Filed Oct 11, 2024 22d

↗
ARMKAramark
Joint

Buy

$15K–$50K

Traded Sep 19, 2024Filed Oct 11, 2024 22d

↗
SPGSimon Property Group, Inc.
Joint

Buy

$15K–$50K

Traded Aug 26, 2024Filed Sep 20, 2024 25d

↗
LRCXLam Research Corporation
Joint

Sell

$15K–$50K

Traded Aug 26, 2024Filed Sep 20, 2024 25d

↗
TECKTeck Resources Ltd Ordinary Shares
Joint

Sell

$15K–$50K

Traded Jul 23, 2024Filed Aug 12, 2024 20d

↗
AESThe AES Corporation
Joint

Buy

$15K–$50K

Traded Jul 9, 2024Filed Aug 12, 2024 34d

↗
TECKTeck Resources Ltd Ordinary Shares
Joint

Buy

$15K–$50K

Traded Jul 9, 2024Filed Aug 12, 2024 34d

↗
CRMSalesforce, Inc.
Joint

Sell

$15K–$50K

Traded Jul 9, 2024Filed Aug 12, 2024 34d

↗
COPConocoPhillips
Joint

Sell

$15K–$50K

Traded Jul 5, 2024Filed Aug 12, 2024 38d

↗
CPNGCoupang, Inc.
Joint

Buy

$15K–$50K

Traded Jul 3, 2024Filed Aug 12, 2024 40d

↗
ACIAlbertsons Companies, Inc.
JointCommittee

Sell

$15K–$50K

Traded Jul 3, 2024Filed Aug 12, 2024 40d

↗
JPMJP Morgan Chase & Co.
Joint

Buy

$15K–$50K

Traded Apr 24, 2024Filed May 7, 2024 13d

↗
HXLHexcel Corporation
Joint

Sell

$15K–$50K

Traded Apr 24, 2024Filed May 7, 2024 13d

↗
LULUlululemon athletica inc.
Joint

Sell

$15K–$50K

Traded Apr 2, 2024Filed May 7, 2024 35d

↗
COPConocoPhillips
Joint

Buy

$15K–$50K

Traded Apr 2, 2024Filed May 7, 2024 35d

↗
INTCIntel Corporation
Joint

Sell

$15K–$50K

Traded Mar 13, 2024Filed Apr 24, 2024 42d

↗
ASMLASML Holding N.V. - New York Registry Shares
Joint

Buy

$15K–$50K

Traded Mar 13, 2024Filed Apr 24, 2024 42d

↗
AMATApplied Materials, Inc.
Joint

Buy

$50K–$100K

Traded Mar 13, 2024Filed Apr 24, 2024 42d

↗
AAPLApple Inc.
Joint

Sell

$15K–$50K

Traded Mar 13, 2024Filed Apr 24, 2024 42d

↗
ADIAnalog Devices, Inc.
Joint

Sell · part

$15K–$50K

Traded Mar 13, 2024Filed Apr 24, 2024 42d

↗
HXLHexcel Corporation
Joint

Buy

$15K–$50K

Traded Feb 16, 2024Filed Mar 19, 2024 32d

↗
LRCXLam Research Corporation
Joint

Buy

$15K–$50K

Traded Jan 19, 2024Filed Feb 15, 2024 27d

↗
WWayfair Inc.
Joint

Sell

$15K–$50K

Traded Jan 17, 2024Filed Feb 15, 2024 29d

↗
REGNRegeneron Pharmaceuticals, Inc.
Joint

Buy

$1K–$15K

Traded Jan 17, 2024Filed Feb 15, 2024 29d

↗
CAHCardinal Health, Inc.
Joint

Buy

$50K–$100K

Traded Jan 12, 2024Filed Feb 15, 2024 34d

↗
INTCIntel Corporation
Joint

Buy

$15K–$50K

Traded Jan 8, 2024Filed Feb 15, 2024 38d

↗
BPBP p.l.c.
Joint

Sell

$15K–$50K

Traded Jan 8, 2024Filed Feb 15, 2024 38d

↗
WWayfair Inc. Class A
Joint

Buy

$1K–$15K

Traded Dec 20, 2023Filed Jan 12, 2024 23d

↗
HEIHeico Corporation
Joint

Sell

$15K–$50K

Traded Dec 20, 2023Filed Jan 12, 2024 23d

↗
WWayfair Inc. Class A
Joint

Buy

$15K–$50K

Traded Dec 15, 2023Filed Jan 12, 2024 28d

↗
ACIAlbertsons Companies, Inc. Class A
JointCommittee

Buy

$15K–$50K

Traded Dec 14, 2023Filed Jan 12, 2024 29d

↗
PANWPalo Alto Networks, Inc.
Joint

Buy

$50K–$100K

Traded Dec 1, 2023Filed Jan 12, 2024 42d

↗
HONHoneywell International Inc.
Joint

Sell

$50K–$100K

Traded Nov 16, 2023Filed Dec 4, 2023 18d

↗
CHXChampionX Corporation
Joint

Sell

$15K–$50K

Traded Nov 16, 2023Filed Dec 4, 2023 18d

↗
ASMLASML Holding N.V. - New York Registry Shares
Joint

Sell

$15K–$50K

Traded Nov 16, 2023Filed Dec 4, 2023 18d

↗
TMUST-Mobile US, Inc.
Joint

Buy

$15K–$50K

Traded Nov 7, 2023Filed Dec 4, 2023 27d

↗
HSYThe Hershey Company
JointCommittee

Sell

$15K–$50K

Traded Oct 30, 2023Filed Nov 16, 2023 17d

↗
LULUlululemon athletica inc.
Joint

Buy

$15K–$50K

Traded Oct 30, 2023Filed Nov 16, 2023 17d

↗
MARMarriott International - Class A
Joint

Buy

$15K–$50K

Traded Oct 11, 2023Filed Nov 16, 2023 36d

↗
GPKGraphic Packaging Holding Company
JointCommittee

Sell

$15K–$50K

Traded Oct 11, 2023Filed Nov 16, 2023 36d

↗
NEENextEra Energy, Inc.
Joint

Sell

$15K–$50K

Traded Oct 4, 2023Filed Nov 16, 2023 43d

↗

Reported holdings

2025 annual report · filed Apr 27, 2026 · values at year end, in the ranges disclosed · changes vs 2024

Original

$1.9M–$4.9M sum of 60 disclosed ranges

Stock 36
Real estate 3
Fund 13
Cash 4
Bond 4

AssetOwner Valuevs 2024
R.E. Partnerships 1802 E. 71st St. LLC Roseland Building VentureReal estateJoint$250K–$500KSame band
S. King Drive PropertyReal estateJoint$250K–$500KSame band
CAHCardinal Health, Inc.Morgan Stanley Trust AccountJoint$100K–$250K▲ $50K–$100K
Chase BankCashJoint$100K–$250KSame band
MSFTMicrosoft CorporationMorgan Stanley Trust AccountJoint$100K–$250KSame band
NVDANVIDIA CorporationMorgan Stanley Trust AccountJoint$100K–$250KSame band
PHParker-Hannifin CorporationMorgan Stanley Trust AccountJoint$100K–$250K▲ $50K–$100K
S. Cornell PropertyReal estateJoint$100K–$250KSame band
SHOPShopify Inc. - Class A Subordinate Voting SharesMorgan Stanley Trust AccountJoint$100K–$250KNew
AMEAMETEK, Inc.Morgan Stanley Trust AccountJoint$50K–$100K▲ $15K–$50K
HIGHartford Financial Services Group, Inc.Morgan Stanley Trust AccountJoint$50K–$100KSame band
IBMInternational Business Machines CorporationMorgan Stanley Trust AccountJoint$50K–$100KNew
MARMarriott InternationalMorgan Stanley Trust AccountJoint$50K–$100KSame band
MCKMcKesson CorporationMorgan Stanley Trust AccountJoint$50K–$100KSame band
PANWPalo Alto Networks, Inc.Morgan Stanley Trust AccountJoint$50K–$100KSame band
TMUST-Mobile US, Inc.Morgan Stanley Trust AccountJoint$50K–$100K▲ $15K–$50K
VTHRXVanguard Target Retirement 2030 FundFundAmerican Alliance of Museums 403(B) DC PlanSpouse$50K–$100K▼ $100K–$250K
VVisa Inc.Morgan Stanley Trust AccountJoint$50K–$100KSame band
COOK CNTY ILL SCH DIST NO 081 SCHILLER OIDBondMorgan Stanley Trust AccountJoint$15K–$50KSame band
CMNIXCalamos Market Neutral Fd Cl IFundMorgan Stanley - Rollover IRASpouse$15K–$50KNew
GSFTXColumbia Dividend Income Fund Class IFundMorgan Stanley - Rollover IRASpouse$15K–$50KNew
CPNGCoupang, Inc.Morgan Stanley Trust AccountJoint$15K–$50KSame band
DGOYXDavis Opportunity Fd Class YFundMorgan Stanley - Rollover IRASpouse$15K–$50KNew
EMEEMCOR Group, Inc.Morgan Stanley Trust AccountJoint$15K–$50KSame band
ILLINOIS WESLEYAN UNIV FIN REV RE; 4.0%; Due 09/01/2041BondMorgan Stanley Trust AccountJoint$15K–$50KNew
QQQInvesco QQQ Trust, Series 1FundMorgan Stanley - Rollover IRASpouse$15K–$50KNew
JPMJP Morgan Chase & Co.Morgan Stanley Trust AccountJoint$15K–$50KSame band
MORGAN STANLEY BANK N.A. #CashMorgan Stanley Trust AccountJoint$15K–$50K▲ $1K–$15K
ORLYO'Reilly Automotive, Inc.Morgan Stanley Trust AccountJoint$15K–$50KSame band
PLTRPalantir Technologies Inc.Morgan Stanley Trust AccountJoint$15K–$50KNew
PTIAXPerformance Trust Total Return Bond Fund-Institutional ClassFundMorgan Stanley - Rollover IRASpouse$15K–$50KNew
SCFFXShenkman Capital Short Duration High Income Fund Class FFundMorgan Stanley - Rollover IRASpouse$15K–$50KNew
SPGSimon Property Group, Inc.Morgan Stanley Trust AccountJoint$15K–$50KSame band
THCTenet Healthcare CorporationMorgan Stanley Trust AccountJoint$15K–$50KNew
ITOTiShares Core S&P Total U.S. Stock Market ETFFundMorgan Stanley - Rollover IRASpouse$15K–$50KNew
AMZNAmazon.com, Inc.Morgan Stanley - Rollover IRASpouse$1K–$15KNew
AVGOBroadcom Inc.Morgan Stanley SEP IRASelf$1K–$15KSame band
CAHCardinal Health, Inc.Morgan Stanley SEP IRASelf$1K–$15KNew
CWCurtiss-Wright CorporationMorgan Stanley SEP IRASelf$1K–$15KNew
EMEEMCOR Group, Inc.Morgan Stanley SEP IRASelf$1K–$15KNew
FTGCFirst Trust Global Tactical Commodity Strategy FundFundMorgan Stanley - Rollover IRASpouse$1K–$15KNew
AIRRFirst Trust RBA American Industrial Renaissance ETFFundMorgan Stanley - Rollover IRASpouse$1K–$15KNew
ILLINOIS HSG DEV AUTH REV; 1.9%; Due 10/01/2033BondMorgan Stanley Trust AccountJoint$1K–$15KSame band
ILLINOIS ST GENL OBLIGBondMorgan Stanley Trust AccountJoint$1K–$15KSame band
IBMInternational Business Machines CorporationMorgan Stanley SEP IRASelf$1K–$15KNew
JPMJP Morgan Chase & Co.Morgan Stanley SEP IRASelf$1K–$15KNew
MORGAN STANLEY BANK N.A. #CashMorgan Stanley - Rollover IRASpouse$1K–$15KNew
MCKMcKesson CorporationMorgan Stanley - Rollover IRASpouse$1K–$15KNew
ORLYO'Reilly Automotive, Inc.Morgan Stanley SEP IRASelf$1K–$15KSame band
PHParker-Hannifin CorporationMorgan Stanley SEP IRASelf$1K–$15KSame band
HOODRobinhood Markets, Inc.Morgan Stanley - Rollover IRASpouse$1K–$15KNew
SHOPShopify Inc. - Class A Subordinate Voting SharesMorgan Stanley SEP IRASelf$1K–$15KNew
CWBState Street SPDR Bloomberg Convertible Securities ETFFundMorgan Stanley - Rollover IRASpouse$1K–$15KNew
THCTenet Healthcare CorporationMorgan Stanley - Rollover IRASpouse$1K–$15KNew
HIGThe Hartford Insurance Group, Inc.Morgan Stanley SEP IRASelf$1K–$15KNew
TYGTortoise Energy Infrastructure CorporationFundMorgan Stanley - Rollover IRASpouse$1K–$15KNew
WMTWalmart Inc.Morgan Stanley SEP IRASelf$1K–$15KNew
WMBWilliams Companies, Inc.Morgan Stanley - Rollover IRASpouse$1K–$15KNew
IPACiShares Core MSCI Pacific ETFFundMorgan Stanley - Rollover IRASpouse$1K–$15KNew
MORGAN STANLEY BANK N.A. #CashMorgan Stanley SEP IRASelf$0–$1K▼ $1K–$15K

Not in the 2025 report

Listed in 2024 with a value, gone a year later: sold, or under $1,001.

GOOGL Alphabet Inc. $50K–$100K
AMZN Amazon.com, Inc. $50K–$100K
RFETX American Funds 2030 Target Date Retirement Fd... $15K–$50K
ARMK Aramark $15K–$50K
CHD Church & Dwight Company, Inc. $15K–$50K
LIN Linde plc - Ordinary Shares $15K–$50K
MELI MercadoLibre, Inc. $15K–$50K
CRM Salesforce, Inc. $15K–$50K
IWP iShares Russell Midcap Growth ETF $15K–$50K
META Meta Platforms, Inc. $1K–$15K
MSFT Microsoft Corporation $1K–$15K
IWP iShares Russell Midcap Growth ETF $1K–$15K

Source filings

Every report we read for this page · newest first

Sep 3, 2026 Periodic transaction report 1 trade View original
Jul 15, 2026 Periodic transaction report 3 trades View original
Jun 16, 2026 Periodic transaction report 1 trade View original
May 27, 2026 Periodic transaction report 5 trades View original
Apr 27, 2026 2025 annual report 78 assets View original
Apr 8, 2026 Periodic transaction report 4 trades View original
Mar 12, 2026 Periodic transaction report 14 trades View original
Feb 23, 2026 Periodic transaction report 10 trades View original
Jan 8, 2026 Periodic transaction report 6 trades View original
Dec 5, 2025 Periodic transaction report 5 trades View original
Nov 10, 2025 Periodic transaction report 4 trades View original
Oct 15, 2025 Periodic transaction report 4 trades View original
Sep 23, 2025 Periodic transaction report 3 trades View original
Aug 25, 2025 Periodic transaction report 33 trades View original
Jul 14, 2025 Periodic transaction report 2 trades View original
Jun 13, 2025 Periodic transaction report 3 trades View original
May 15, 2025 2024 annual report 62 assets View original
May 13, 2025 Periodic transaction report 7 trades View original
Apr 8, 2025 Periodic transaction report 4 trades View original
Jan 16, 2025 Periodic transaction report 4 trades View original
Dec 12, 2024 Periodic transaction report 5 trades View original
Nov 29, 2024 Periodic transaction report 2 trades View original
Oct 11, 2024 Periodic transaction report 4 trades View original
Sep 20, 2024 Periodic transaction report 2 trades View original
Aug 12, 2024 Periodic transaction report 7 trades View original
Aug 2, 2024 2023 annual report 54 assets View original
May 7, 2024 Periodic transaction report 4 trades View original
Apr 24, 2024 Periodic transaction report 5 trades View original
Mar 19, 2024 Periodic transaction report 1 trade View original
Feb 15, 2024 Periodic transaction report 6 trades View original
Jan 12, 2024 Periodic transaction report 5 trades View original
Dec 4, 2023 Periodic transaction report 4 trades View original
Nov 16, 2023 Periodic transaction report 5 trades View original
Nov 1, 2023 Periodic transaction report 3 trades View original

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