Thomas H. Kean, Jr.
R-NJ-7 Representative for New Jersey’s 7th district Republican In Congress since 2023
- 159trades · 3 yrs
- 74buys
- 64sells
- 30dmedian wait
- 1filed late
Thomas H. Kean, Jr. disclosed 159 trades made since Oct 4, 2023: 74 buys and 64 sales. The most traded name was SYK (9 trades). 1 of them were a spouse's or joint account's. The latest, made Aug 27, 2026, was filed Sep 12, 2026.
Trades over time
Buys above the line, sells below · bigger dots, bigger ranges · tails run to the filing date
Trades
159 trades since Oct 4, 2023 · newest first · 45 in an industry a committee of theirs oversees
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MSFTMicrosoft CorporationSell · part$15K–$50KTraded Aug 27Filed Sep 12 16d
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JNJJohnson & JohnsonSell · part$1K–$15KTraded Aug 27Filed Sep 12 16d
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GOOGLAlphabet Inc.Sell · part$1K–$15KTraded Aug 27Filed Sep 12 16d
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MTZMasTec, Inc.Buy$1K–$15KTraded Aug 21Filed Sep 12 22d
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LINLinde plc - Ordinary SharesBuy$1K–$15KTraded Aug 10Filed Sep 12 33d
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AMCRAmcor plc Ordinary SharesSell · part$1K–$15KTraded Aug 10Filed Sep 12 33d
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SYKStryker CorporationSell · part$1K–$15KTraded Jul 22Filed Aug 18 27d
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GOOGLAlphabet Inc.Sell · part$1K–$15KTraded Jul 22Filed Aug 18 27d
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TOSTToast, Inc.Buy$1K–$15KTraded Jul 8Filed Aug 18 41d
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AMZNAmazon.com, Inc.Buy$1K–$15KTraded Jul 8Filed Aug 18 41d
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ESABESAB CorporationBuy$1K–$15KTraded Jul 7Filed Aug 18 42d
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EQTEQT CorporationBuy$1K–$15KTraded Jul 7Filed Aug 18 42d
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ADIAnalog Devices, Inc.Sell · part$1K–$15KTraded Jun 30Filed Jul 15 15d
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SPGIS&P Global Inc.Sell · part$1K–$15KTraded Jun 29Filed Jul 15 16d
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MKLMarkel Group Inc.Sell · part$1K–$15KTraded Jun 29Filed Jul 15 16d
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JNJJohnson & JohnsonSell · part$1K–$15KTraded Jun 29Filed Jul 15 16d
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ESABESAB CorporationBuy$1K–$15KTraded Jun 24Filed Jul 15 21d
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GOOGLAlphabet Inc.Sell · part$15K–$50KTraded Jun 24Filed Jul 15 21d
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ESABESAB CorporationBuy$1K–$15KTraded Jun 22Filed Jul 15 23d
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U.S. Treasury Note 3.875% 6/15/2028Buy$15K–$50KTraded Jun 17Filed Jul 15 28d
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GILGildan Activewear, Inc. Class A Sub. Vot.Sell$1K–$15KTraded Jun 17Filed Jul 15 28d
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WPMWheaton Precious Metals Corp Common SharesBuy$1K–$15KTraded Jun 4Filed Jul 15 41d
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SYKStryker CorporationSell · part$1K–$15KTraded Jun 2Filed Jul 15 43d
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MSFTMicrosoft CorporationSell · part$1K–$15KTraded Jun 2Filed Jul 15 43d
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MKLMarkel Group Inc.Sell · part$1K–$15KTraded Jun 2Filed Jul 15 43d
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JNJJohnson & JohnsonSell · part$1K–$15KTraded Jun 2Filed Jul 15 43d
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GILGildan Activewear, Inc. Class A Sub. Vot.Buy$1K–$15KTraded Jun 2Filed Jul 15 43d
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GOOGLAlphabet Inc.Sell · part$1K–$15KTraded Jun 2Filed Jul 15 43d
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EQTEQT CorporationBuy$1K–$15KTraded Jun 1Filed Jul 15 44d
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CHKPCheck Point Software Technologies Ltd. - Ordinary SharesSell$1K–$15KTraded Jun 1Filed Jul 15 44d
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BDXBecton, Dickinson and CompanySell$1K–$15KTraded May 21Filed Jun 18 28d
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AMCRAmcor plc Ordinary SharesBuy$1K–$15KTraded May 14Filed Jun 18 35d
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U.S. Treasury NoteBuy$50K–$100KTraded May 4Filed Jun 18 45d
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ADIAnalog Devices, Inc.Sell · part$1K–$15KTraded Apr 29Filed May 22 23d
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TTWOTake-Two Interactive Software, Inc.Sell$1K–$15KTraded Apr 21Filed May 22 31d
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NVTnVent Electric plc Ordinary SharesSell · part$1K–$15KTraded Apr 15Filed May 22 37d
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TXNTexas Instruments IncorporatedBuy$1K–$15KTraded Apr 14Filed May 22 38d
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FCNCAFirst Citizens BancShares, Inc.Sell$1K–$15KTraded Apr 14Filed May 22 38d
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AMCRAmcor plc Ordinary SharesBuy$1K–$15KTraded Mar 31Filed Apr 13 13d
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SPGIS&P Global Inc.Sell · part$15K–$50KTraded Mar 26Filed Apr 13 18d
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PEPPepsico, Inc.Sell · part$15K–$50KTraded Mar 26Filed Apr 13 18d
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LINLinde plc - Ordinary SharesBuy$1K–$15KTraded Mar 26Filed Apr 13 18d
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JNJJohnson & JohnsonSell · part$1K–$15KTraded Mar 26Filed Apr 13 18d
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FCNCAFirst Citizens BancShares, Inc.Sell · part$1K–$15KTraded Mar 26Filed Apr 13 18d
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CBChubb LimitedSell · part$15K–$50KTraded Mar 26Filed Apr 13 18d
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WATWaters CorporationSell · part$1K–$15KTraded Mar 10Filed Apr 13 34d
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U.S. Treasury NoteBuy$50K–$100KTraded Feb 18Filed Mar 18 28d
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U.S. Treasury NoteBuy$50K–$100KTraded Feb 18Filed Mar 18 28d
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LINLinde plc - Ordinary SharesBuy$1K–$15KTraded Feb 18Filed Mar 18 28d
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WATWaters CorporationSell · part$1K–$15KTraded Feb 13Filed Mar 18 33d
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FCNCAFirst Citizens BancShares, Inc.Buy$1K–$15KTraded Feb 5Filed Mar 18 41d
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GOOGLAlphabet Inc.Sell · part$15K–$50KTraded Feb 5Filed Mar 18 41d
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ABTAbbott LaboratoriesBuy$1K–$15KTraded Jan 29Filed Feb 19 21d
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SYKStryker CorporationSell · part$15K–$50KTraded Jan 23Filed Feb 19 27d
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MSFTMicrosoft CorporationSell · part$1K–$15KTraded Jan 23Filed Feb 19 27d
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MKLMarkel Group Inc.Sell · part$15K–$50KTraded Jan 23Filed Feb 19 27d
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JNJJohnson & JohnsonSell · part$15K–$50KTraded Jan 23Filed Feb 19 27d
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GMGeneral Motors CompanySell$1K–$15KTraded Jan 7Filed Feb 19 43d
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U.S. Treasury NoteBuy$15K–$50KTraded Dec 31, 2025Filed Jan 16 16d
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LLYVKLiberty Media Corporation - Series C Liberty LiveExchange$1K–$15KTraded Dec 16, 2025Filed Jan 16 31d
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LLYVALiberty Media Corporation - Series A Liberty LiveExchange$1K–$15KTraded Dec 16, 2025Filed Jan 16 31d
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SNREYSUNRISE COMMS AG ADR ASell$1K–$15KTraded Dec 2, 2025Filed Jan 16 45d
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TXNTexas Instruments IncorporatedBuy$1K–$15KTraded Nov 26, 2025Filed Dec 19, 2025 23d
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SYKStryker CorporationSell · part$15K–$50KTraded Nov 20, 2025Filed Dec 19, 2025 29d
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JNJJohnson & JohnsonSell · part$15K–$50KTraded Nov 20, 2025Filed Dec 19, 2025 29d
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FISVFiserv, Inc.Sell$1K–$15KTraded Oct 31, 2025Filed Nov 17, 2025 17d
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U.S. Treasury NoteBuy$100K–$250KTraded Oct 17, 2025Filed Nov 17, 2025 31d
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ICEIntercontinental Exchange Inc.Buy$1K–$15KTraded Sep 25, 2025Filed Oct 14, 2025 19d
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ORCLOracle CorporationSell · part$1K–$15KTraded Sep 15, 2025Filed Oct 14, 2025 29d
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SYKStryker CorporationSell · part$15K–$50KTraded Sep 12, 2025Filed Oct 14, 2025 32d
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ORCLOracle CorporationSell · part$15K–$50KTraded Sep 12, 2025Filed Oct 14, 2025 32d
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MKLMarkel Group Inc.Sell · part$15K–$50KTraded Sep 12, 2025Filed Oct 14, 2025 32d
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BENFranklin Resources, Inc.Sell$15K–$50KTraded Sep 3, 2025Filed Oct 14, 2025 41d
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FNVFranco-Nevada CorporationBuy$1K–$15KTraded Sep 3, 2025Filed Oct 14, 2025 41d
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DHRDanaher CorporationBuy$1K–$15KTraded Sep 3, 2025Filed Oct 14, 2025 41d
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SYKStryker CorporationSell · part$1K–$15KTraded Aug 25, 2025Filed Sep 18, 2025 24d
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MSFTMicrosoft CorporationSell · part$1K–$15KTraded Aug 25, 2025Filed Sep 18, 2025 24d
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CPCanadian Pacific Kansas City Limited Common SharesBuy$1K–$15KTraded Aug 22, 2025Filed Sep 18, 2025 27d
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AMCRAmcor plc Ordinary SharesBuy$1K–$15KTraded Aug 15, 2025Filed Sep 18, 2025 34d
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CHKPCheck Point Software Technologies Ltd. - Ordinary SharesBuy$1K–$15KTraded Aug 4, 2025Filed Sep 18, 2025 45d
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SYKStryker CorporationSell · part$15K–$50KTraded Jul 31, 2025Filed Aug 20, 2025 20d
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JNJJohnson & JohnsonSell · part$15K–$50KTraded Jul 31, 2025Filed Aug 20, 2025 20d
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CHKPCheck Point Software Technologies Ltd. - Ordinary SharesBuy$15K–$50KTraded Jul 29, 2025Filed Aug 20, 2025 22d
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ADBEAdobe Inc.Sell$1K–$15KTraded Jul 29, 2025Filed Aug 20, 2025 22d
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ABTAbbott LaboratoriesBuy$1K–$15KTraded Jul 21, 2025Filed Aug 20, 2025 30d
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LBRDKLiberty Broadband CorporationExchange$1K–$15KTraded Jul 15, 2025Filed Aug 20, 2025 36d
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PLDPrologis, Inc.Buy$1K–$15KTraded Jun 30, 2025Filed Jul 16, 2025 16d
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SYKStryker CorporationSell · part$15K–$50KTraded Jun 26, 2025Filed Jul 16, 2025 20d
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WCCWESCO International, Inc.Sell$1K–$15KTraded Jun 23, 2025Filed Jul 16, 2025 23d
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DHRDanaher CorporationBuy$1K–$15KTraded Jun 11, 2025Filed Jul 16, 2025 35d
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AONAon plc Class A Ordinary SharesBuy$1K–$15KTraded May 27, 2025Filed Jun 17, 2025 21d
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BDXBecton, Dickinson and CompanyBuy$1K–$15KTraded May 13, 2025Filed Jun 17, 2025 35d
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CCKCrown Holdings, Inc.Sell · part$1K–$15KTraded May 8, 2025Filed Jun 17, 2025 40d
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AMZNAmazon.com, Inc.Buy$1K–$15KTraded May 8, 2025Filed Jun 17, 2025 40d
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TMOThermo Fisher Scientific IncBuy$1K–$15KTraded May 5, 2025Filed Jun 17, 2025 43d
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BENFranklin Resources, Inc.Sell · part$1K–$15KTraded Apr 28, 2025Filed May 15, 2025 17d
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PLDPrologis, Inc.Buy$1K–$15KTraded Apr 24, 2025Filed May 15, 2025 21d
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FIFiserv, Inc.Buy$1K–$15KTraded Apr 24, 2025Filed May 15, 2025 21d
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ADIAnalog Devices, Inc.Buy$1K–$15KTraded Apr 24, 2025Filed May 15, 2025 21d
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AMZNAmazon.com, Inc.Buy$1K–$15KTraded Apr 24, 2025Filed May 15, 2025 21d
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FCNCAFirst Citizens BancShares, Inc.Buy$1K–$15KTraded Apr 11, 2025Filed May 15, 2025 34d
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FTVFortive CorporationSell$1K–$15KTraded Apr 10, 2025Filed May 15, 2025 35d
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FCNCAFirst Citizens BancShares, Inc.Buy$1K–$15KTraded Apr 10, 2025Filed May 15, 2025 35d
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CPCanadian Pacific Kansas City Limited Common SharesBuy$1K–$15KTraded Apr 10, 2025Filed May 15, 2025 35d
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NVTnVent Electric plc Ordinary SharesBuy$1K–$15KTraded Apr 1, 2025Filed May 15, 2025 44d
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ILMNIllumina, Inc.Buy$1K–$15KTraded Apr 1, 2025Filed May 15, 2025 44d
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NVTnVent Electric plc Ordinary SharesBuy$1K–$15KTraded Apr 1, 2025Filed Apr 18, 2025 17d
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ILMNIllumina, Inc.Buy$1K–$15KTraded Apr 1, 2025Filed Apr 18, 2025 17d
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NVTnVent Electric plc Ordinary SharesBuy$1K–$15KTraded Mar 7, 2025Filed Apr 18, 2025 42d
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SYKStryker CorporationSell · part$15K–$50KTraded Feb 26, 2025Filed Mar 14, 2025 16d
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AMZNAmazon.com, Inc.Buy$1K–$15KTraded Feb 26, 2025Filed Mar 14, 2025 16d
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MAGNMagnera CorporationSell$1K–$15KTraded Feb 12, 2025Filed Mar 14, 2025 30d
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PRNDYPERNOD RICARD S A SP/ADRSell$1K–$15KTraded Feb 7, 2025Filed Mar 14, 2025 35d
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MDLZMondelez International, Inc.Buy$1K–$15KTraded Feb 7, 2025Filed Mar 14, 2025 35d
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MSFTMicrosoft CorporationBuy$1K–$15KTraded Jan 31, 2025Filed Feb 19, 2025 19d
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AMZNAmazon.com, Inc.Buy$1K–$15KTraded Jan 16, 2025Filed Feb 19, 2025 34d
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CCKCrown Holdings, Inc.Buy$1K–$15KTraded Jan 7, 2025Filed Feb 19, 2025 43d
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PRNDYPERNOD RICARD S A SP/ADRBuy$1K–$15KTraded Dec 27, 2024Filed Jan 22, 2025 26d
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CPCanadian Pacific Kansas City Limited Common SharesBuy$1K–$15KTraded Dec 27, 2024Filed Jan 22, 2025 26d
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GOOGAlphabet Inc. - Class C Capital StockSell$1K–$15KTraded Dec 19, 2024Filed Jan 22, 2025 34d
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PLDPrologis, Inc.Buy$1K–$15KTraded Dec 16, 2024Filed Jan 22, 2025 37d
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BENFranklin Resources, Inc.Sell · part$1K–$15KTraded Dec 16, 2024Filed Jan 22, 2025 37d
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ABTAbbott LaboratoriesBuy$1K–$15KTraded Dec 16, 2024Filed Jan 22, 2025 37d
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ADIAnalog Devices, Inc.Buy$1K–$15KTraded Dec 13, 2024Filed Jan 22, 2025 40d
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SNRESunrise Communications AG - American Depositary Shares representing Class A sharesExchange$1K–$15KTraded Nov 13, 2024Filed Dec 16, 2024 33d
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LBTYKLiberty Global Ltd. - Class C Common SharesExchange$1K–$15KTraded Nov 13, 2024Filed Dec 16, 2024 33d
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LBTYKLiberty Global Ltd. - Class C Common SharesExchange$15K–$50KTraded Nov 13, 2024Filed Dec 16, 2024 33d
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PDRDFPernod Ricard Ord Ordinary SharesSell$1K–$15KTraded Nov 4, 2024Filed Dec 16, 2024 42d
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FTVFortive CorporationBuy$1K–$15KTraded Nov 4, 2024Filed Dec 16, 2024 42d
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JJacobs Solutions Inc.Exchange$1K–$15KTraded Sep 30, 2024Filed Oct 15, 2024 15d
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JJacobs Solutions Inc.Exchange$15K–$50KTraded Sep 30, 2024Filed Oct 15, 2024 15d
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JJacobs Solutions Inc.Exchange$15K–$50KTraded Sep 30, 2024Filed Oct 15, 2024 15d
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JJacobs Solutions Inc.Exchange$15K–$50KTraded Sep 30, 2024Filed Oct 15, 2024 15d
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JJacobs Solutions Inc.Exchange$15K–$50KTraded Sep 30, 2024Filed Oct 15, 2024 15d
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JJacobs Solutions Inc.Exchange$15K–$50KTraded Sep 30, 2024Filed Oct 15, 2024 15d
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JJacobs Solutions Inc.Exchange$15K–$50KTraded Sep 30, 2024Filed Oct 15, 2024 15d
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JJacobs Solutions Inc.Exchange$15K–$50KTraded Sep 30, 2024Filed Oct 15, 2024 15d
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AMTMAmentum Holdings, Inc.Exchange$1K–$15KTraded Sep 30, 2024Filed Oct 15, 2024 15d
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AMTMAmentum Holdings, Inc.Exchange$1K–$15KTraded Sep 30, 2024Filed Oct 15, 2024 15d
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AMTMAmentum Holdings, Inc.Exchange$1K–$15KTraded Sep 30, 2024Filed Oct 15, 2024 15d
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AMTMAmentum Holdings, Inc.Exchange$1K–$15KTraded Sep 30, 2024Filed Oct 15, 2024 15d
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NKENike, Inc.Sell · part$1K–$15KTraded Sep 11, 2024Filed Oct 15, 2024 34d
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SIRISiriusXM Holdings Inc.Exchange$1K–$15KTraded Sep 10, 2024Filed Oct 15, 2024 35d
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LSXMKLiberty Media Corporation - Series C Liberty SiriusXMExchange$1K–$15KTraded Sep 10, 2024Filed Oct 15, 2024 35d
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LSXMALiberty Media Corporation - Series A Liberty SiriusXMExchange$1K–$15KTraded Sep 10, 2024Filed Oct 15, 2024 35d
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FTVFortive CorporationBuy$1K–$15KTraded Aug 2, 2024Filed Sep 20, 2024 49d
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ABTAbbott LaboratoriesBuy$1K–$15KTraded Jul 23, 2024Filed Aug 19, 2024 27d
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NKENike, Inc.Buy$1K–$15KTraded Jun 6, 2024Filed Jul 20, 2024 44d
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BDXBecton, Dickinson and CompanyBuy$1K–$15KTraded May 24, 2024Filed Jun 18, 2024 25d
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FIFiserv, Inc.Buy$1K–$15KTraded May 22, 2024Filed Jun 18, 2024 27d
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AONAon plc Class A Ordinary SharesBuy$1K–$15KTraded May 6, 2024Filed Jun 18, 2024 43d
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NKENike, Inc.Sell · part$1K–$15KTraded Apr 19, 2024Filed May 30, 2024 41d
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ILMNIllumina, Inc.Buy$1K–$15KTraded Apr 19, 2024Filed May 30, 2024 41d
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NKENike, Inc.Buy$1K–$15KTraded Feb 22, 2024Filed Mar 18, 2024 25d
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BERYBerry Global Group, Inc.Buy$1K–$15KTraded Feb 12, 2024Filed Mar 18, 2024 35d
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PRNDYPERNOD RICARD S A SP/ADRBuy$1K–$15KTraded Jan 30, 2024Filed Feb 20, 2024 21d
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BDXBecton, Dickinson and CompanyBuy$1K–$15KTraded Jan 11, 2024Filed Feb 20, 2024 40d
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ORCLOracle CorporationBuy$1K–$15KTraded Dec 14, 2023Filed Jan 26, 2024 43d
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VMWVmware, Inc. Common stock, Class ASell$1K–$15KTraded Oct 4, 2023Filed Nov 17, 2023 44d
No trades match these filters.
Reported holdings
2025 annual report · filed Aug 13, 2026 · values at year end, in the ranges disclosed · changes vs 2024
- Stock 93
- Fund 33
- Real estate 3
- Other 4
- Private business 2
- Bond 4
- Personal ResidenceSelf$1M–$5M▲ $500K–$1M
- FTCI FIXED INCOME PARTN FDSelf$500K–$1M▲ $250K–$500K
- Greener By Design, LLCSelf$500K–$1MSame band
- Guardian Life InsuranceSelf$500K–$1MSame band
- PARAMETRIC PARTICIPATION FUNDSelf$500K–$1MSame band
- BARROW HANLEY PART FDSelf$250K–$500KSame band
- Guardian Life InsuranceSpouse$250K–$500KSame band
- HARDING LOEVNER INTL EQ FD (-)Self$250K–$500KSame band
- HEDGE FUND INVTS PARTN FUNDSelf$250K–$500KSame band
- JNJJohnson & JohnsonSelf$250K–$500K▲ $100K–$250K
- PINNACLE ASSOCIATES LTD PARTICIPATION FDSelf$250K–$500KSame band
- Residential Property (Personal Use)Self$250K–$500KSame band
- BEEXThe Beehive ETFSelf$250K–$500KSame band
- UNHUnitedHealth Group IncorporatedSelf$250K–$500K▼ $500K–$1M
- WCM FOCUSED SMALL CAP PARTICIPATION FUNDSelf$250K–$500KSame band
- GOOGLAlphabet Inc. - Class ASelf$100K–$250K▲ $50K–$100K
- CBChubb LimitedSelf$100K–$250K▲ $50K–$100K
- INTERNATIONAL VALUE EQUITY SECTIONSelf$100K–$250KSame band
- JNJJohnson & JohnsonSelf$100K–$250KSame band
- MKLMarkel CorporationSelf$100K–$250KSame band
- MSFTMicrosoft CorporationSelf$100K–$250KSame band
- NUENucor CorporationSpouse$100K–$250K▲ $50K–$100K
- SYKStryker CorporationSelf$100K–$250K▼ $250K–$500K
- United States Treasury NotesSelf$100K–$250KSame band
- UNHUnitedHealth Group IncorporatedSelf$100K–$250K▼ $500K–$1M
- GOOGLAlphabet Inc. - Class ASelf$50K–$100KSame band
- AONAon plc Class A Ordinary SharesSelf$50K–$100KSame band
- AAPLApple Inc.Self$50K–$100KSame band
- BARROW HANLEY PART FDSelf$50K–$100K▼ $250K–$500K
- BRK.ABerkshire Hathaway Inc.Self$50K–$100KSame band
- CashSelf$50K–$100K▼ $100K–$250K
- CashSelf$50K–$100K▼ $100K–$250K
- CBChubb LimitedSelf$50K–$100KSame band
- DoForms IncSelf$50K–$100KSame band
- FTCI FIXED INCOME PARTN FDSelf$50K–$100K▼ $250K–$500K
- HWMHowmet Aerospace Inc.Spouse$50K–$100KNew
- JPMJP Morgan Chase & Co.Spouse$50K–$100KNew
- M W GLOBAL PARTNERS LP PARTICIPATION FDSelf$50K–$100K▼ $100K–$250K
- MRKMerck & Company, Inc.Self$50K–$100KSame band
- MDLZMondelez International, Inc. - Class ASelf$50K–$100KSame band
- ORCLOracle CorporationSelf$50K–$100KSame band
- PARAMETRIC PARTICIPATION FUNDSelf$50K–$100K▼ $500K–$1M
- PORTFOLIO ADVISORS VIII PARTICIPANT FUNDSelf$50K–$100KSame band
- PEPPepsico, Inc.Self$50K–$100KSame band
- SPGIS&P Global Inc.Self$50K–$100KSame band
- STEPSTONE VC OPPORTUNITIES VII LPSelf$50K–$100K▲ $15K–$50K
- VZVerizon Communications Inc.Self$50K–$100KSame band
- ABTAbbott LaboratoriesSelf$15K–$50KSame band
- MOAltria Group, Inc.Self$15K–$50KSame band
- AMZNAmazon.com, Inc.Self$15K–$50KSame band
- AMZNAmazon.com, Inc.Self$15K–$50KSame band
- AMCRAmcor plc Ordinary SharesSelf$15K–$50KNew
- ADIAnalog Devices, Inc.Self$15K–$50KSame band
- AONAon plc Class A Ordinary SharesSelf$15K–$50K▼ $50K–$100K
- Apartment ComplexSelf$15K–$50KSame band
- BLACKSTONE TACTICAL OPPORTUNITIES FD IIISelf$15K–$50K▼ $50K–$100K
- BDXBecton, Dickinson and CompanySelf$15K–$50KSame band
- CD&R Fund XIISelf$15K–$50KNew
- CHARLESBANK IX PARTICIPATION FUNDSelf$15K–$50KSame band
- CPCanadian Pacific Kansas City Limited Common SharesSelf$15K–$50K▲ $1K–$15K
- CashSelf$15K–$50K▼ $100K–$250K
- CashSelf$15K–$50K▼ $100K–$250K
- CHKPCheck Point Software Technologies Ltd. - Ordinary SharesSelf$15K–$50KNew
- CCitigroup, Inc.Self$15K–$50KSame band
- COPConocoPhillipsSelf$15K–$50KSame band
- COPConocoPhillipsSelf$15K–$50KSame band
- CCKCrown Holdings, Inc.Self$15K–$50KSame band
- CCKCrown Holdings, Inc.Self$15K–$50KSame band
- DHRDanaher CorporationSelf$15K–$50K▲ $1K–$15K
- FIXED INC MGRSelf$15K–$50KSame band
- FNVFranco-Nevada CorporationSelf$15K–$50K▲ $1K–$15K
- HARDING LOEVNER INTL EQ FDSelf$15K–$50KSame band
- HEDGE FUND INVTS PARTN FUNDSelf$15K–$50K▼ $250K–$500K
- INTERNATIONAL VALUE EQUITY SECTIONSelf$15K–$50K▼ $100K–$250K
- ITWIllinois Tool Works Inc.Self$15K–$50KSame band
- ICEIntercontinental Exchange Inc.Self$15K–$50KSame band
- ICEIntercontinental Exchange Inc.Self$15K–$50KSame band
- JJacobs Solutions Inc.Spouse$15K–$50KSame band
- JNJJohnson & JohnsonSpouse$15K–$50KNew
- MARATHON DISTRESSED CREDIT FUNDSelf$15K–$50KSame band
- MSFTMicrosoft CorporationSelf$15K–$50K▼ $100K–$250K
- MDLZMondelez International, Inc. - Class ASelf$15K–$50K▼ $50K–$100K
- NSRGYNestle SA Sponsored ADR representing Registered Shares Series BSelf$15K–$50KSame band
- NUENucor CorporationSelf$15K–$50KSame band
- ORCLOracle CorporationSelf$15K–$50K▼ $50K–$100K
- PINNACLE ASSOCIATES LTD PARTICIPATION FDSelf$15K–$50K▼ $250K–$500K
- PMPhilip Morris International IncSelf$15K–$50KSame band
- PSXPhillips 66Self$15K–$50KSame band
- PLDProLogis, Inc.Self$15K–$50K▲ $1K–$15K
- QCOMQUALCOMM IncorporatedSelf$15K–$50KSame band
- QSRRestaurant Brands International Inc. Common SharesSelf$15K–$50KSame band
- RTPPFRio Tinto Plc Ordinary SharesSelf$15K–$50KSame band
- STEPSTONE VC OPPORTUNITIES VI LPSelf$15K–$50KSame band
- TMOThermo Fisher Scientific IncSelf$15K–$50KSame band
- United States Treasury NotesSelf$15K–$50K▼ $100K–$250K
- United States Treasury NotesSelf$15K–$50K▼ $100K–$250K
- UNHUnitedHealth Group IncorporatedSelf$15K–$50K▼ $500K–$1M
- WCM FOCUSED SMALL CAP PARTICIPATION FUNDSelf$15K–$50K▼ $250K–$500K
- NVTnVent Electric plc Ordinary SharesSelf$15K–$50KNew
- TAT&T Inc.Self$1K–$15KSame band
- TAT&T Inc.Self$1K–$15KSame band
- AAAlcoa CorporationSelf$1K–$15KSame band
- AMTMAmentum Holdings, Inc.Self$1K–$15KSame band
- AMTMAmentum Holdings, Inc.Self$1K–$15KSame band
- BPBP p.l.c.Self$1K–$15KSame band
- Bank of America 7.25% Conv Pfd Series L (BAC.PL)Self$1K–$15KSame band
- CashSelf$1K–$15K▼ $100K–$250K
- CHTRCharter Communications, Inc. - Class ASpouse$1K–$15KSame band
- CLColgate-Palmolive CompanySpouse$1K–$15KNew
- CMCSAComcast Corporation - Class ASelf$1K–$15KSame band
- FIXED INC MGRSelf$1K–$15K▼ $15K–$50K
- FISFidelity National Information Services, Inc.Self$1K–$15K▼ $15K–$50K
- FCNCAFirst Citizens BancShares, Inc.Self$1K–$15KNew
- FIFiserv, Inc.Self$1K–$15KSame band
- GMGeneral Motors CompanySelf$1K–$15KSame band
- HTLDHeartland Express, Inc.Self$1K–$15KSame band
- HTLDHeartland Express, Inc.Self$1K–$15KSame band
- ILMNIllumina, Inc.Self$1K–$15KSame band
- INTCIntel CorporationSelf$1K–$15KSame band
- IBMInternational Business Machines CorporationSelf$1K–$15KSame band
- JPMJP Morgan Chase & Co.Self$1K–$15K▼ $15K–$50K
- JJacobs Solutions Inc.Self$1K–$15KSame band
- JASOXJohn Hancock Funds II New Opportunities FundSelf$1K–$15KSame band
- LBTYKLiberty Global plc - Class C Ordinary SharesSelf$1K–$15KSame band
- LLYVALiberty Media Corporation - Series A Liberty LiveSelf$1K–$15KSame band
- BATRKLiberty Media Corporation - Series C Liberty BravesSelf$1K–$15KSame band
- LLYVKLiberty Media Corporation - Series C Liberty LiveSelf$1K–$15KSame band
- LIONLionsgate Studios Corp Common SharesSelf$1K–$15KNew
- M W GLOBAL PARTNERS LP PARTICIPATION FDSelf$1K–$15K▼ $100K–$250K
- MRKMerck & Company, Inc.Self$1K–$15K▼ $50K–$100K
- PORTFOLIO ADVISORS VI PARTICIPATION FUNDSelf$1K–$15KNew
- PORTFOLIO ADVISORS VIII PARTICIPANT FUNDSelf$1K–$15K▼ $50K–$100K
- PSXPhillips 66Self$1K–$15K▼ $15K–$50K
- SIRISiriusXM Holdings Inc.Self$1K–$15KSame band
- Sweep AccountSelf$1K–$15KSame band
- TTWOTake-Two Interactive Software, Inc.Self$1K–$15KSame band
- TXNTexas Instruments IncorporatedSelf$1K–$15KNew
- U.S. Treasury NotesSelf$1K–$15KSame band
- VCSHVanguard Short-Term Corporate Bond ETFSelf$1K–$15KSame band
- VCSHVanguard Short-Term Corporate Bond ETFSelf$1K–$15KSame band
- WCCWESCO International, Inc.Self$1K–$15KSame band
- WBDWarner Bros. Discovery, Inc. - Series ASelf$1K–$15KSame band
- WBDWarner Bros. Discovery, Inc. - Series ASpouse$1K–$15KSame band
- WFCWells Fargo & CompanySelf$1K–$15KSame band
- State of New Jersey PensionSelfUndeterminedSame band
Not in the 2025 report
Listed in 2024 with a value, gone a year later: sold, or under $1,001.
- OceanFirst Bank $50K–$100K
- BERY Berry Global Group, Inc. $15K–$50K
- Clayton, Dubilier & Rice Fund XII $15K–$50K
- FTV Fortive Corporation $15K–$50K
- BEN Franklin Resources, Inc. $15K–$50K
- HWM Howmet Aerospace Inc. $15K–$50K
- PORTFOLIO ADVSORS VI PARTICIPATION FUND $15K–$50K
- AGG iShares Core U.S. Aggregate Bond ETF $15K–$50K
- ADBE Adobe Inc. $1K–$15K
- CL Colgate-Palmolive Company $1K–$15K
- LBRDK Liberty Broadband Corporation - Class C $1K–$15K
- MAGN Magnera Corporation $1K–$15K
- PRNDY PERNOD RICARD S A SP/ADR $1K–$15K
- PORTFOLIO ADVSORS III PARTICIPATION FUND $1K–$15K
- PORTFOLIO ADVSORS VI PARTICIPATION FUND $1K–$15K
- SNRE Sunrise Communications AG - American Deposita... $1K–$15K
Source filings
Every report we read for this page · newest first
- Sep 12, 2026 Periodic transaction report 6 trades View original
- Aug 18, 2026 Periodic transaction report 6 trades View original
- Aug 13, 2026 2025 annual report 150 assets View original
- Jul 15, 2026 Periodic transaction report 18 trades View original
- Jun 18, 2026 Periodic transaction report 3 trades View original
- May 22, 2026 Periodic transaction report 5 trades View original
- Apr 13, 2026 Periodic transaction report 8 trades View original
- Mar 18, 2026 Periodic transaction report 6 trades View original
- Feb 19, 2026 Periodic transaction report 6 trades View original
- Jan 16, 2026 Periodic transaction report 4 trades View original
- Dec 19, 2025 Periodic transaction report 3 trades View original
- Nov 17, 2025 Periodic transaction report 2 trades View original
- Oct 14, 2025 Periodic transaction report 8 trades View original
- Sep 18, 2025 Periodic transaction report 5 trades View original
- Aug 20, 2025 Periodic transaction report 6 trades View original
- Aug 13, 2025 2024 annual report 149 assets View original
- Jul 16, 2025 Periodic transaction report 4 trades View original
- Jun 17, 2025 Periodic transaction report 5 trades View original
- May 15, 2025 Periodic transaction report 11 trades View original
- Apr 18, 2025 Periodic transaction report 3 trades View original
- Mar 14, 2025 Periodic transaction report 5 trades View original
- Feb 19, 2025 Periodic transaction report 3 trades View original
- Jan 22, 2025 Periodic transaction report 7 trades View original
- Dec 16, 2024 Periodic transaction report 5 trades View original
- Oct 15, 2024 Periodic transaction report 16 trades View original
- Sep 20, 2024 Periodic transaction report 1 trade View original
- Aug 19, 2024 Periodic transaction report 1 trade View original
- Aug 13, 2024 Periodic transaction report 1 trade View original
- Aug 13, 2024 2023 annual report 201 assets View original
- Jul 20, 2024 Periodic transaction report 1 trade View original
- Jun 18, 2024 Periodic transaction report 3 trades View original
- May 30, 2024 Periodic transaction report 2 trades View original
- Mar 18, 2024 Periodic transaction report 2 trades View original
- Feb 20, 2024 Periodic transaction report 2 trades View original
- Jan 26, 2024 Periodic transaction report 1 trade View original
- Nov 17, 2023 Periodic transaction report 1 trade 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.