Scott Franklin Stock Trades

HouseFollow

FL-18 · Republican

Disclosed trades

242

Estimated volume

$13.8M

sum of bracket midpoints

Typical delay

20 days

trade to filing

Last filed

26d ago

What their buys are worth now

86 disclosed purchases, valued at the latest close

Return

+9.3%

on paper

Gain

+$152.1K

unrealised

Disclosed cost

$1.6M

at bracket midpoints

Worth now

$1.8M

close of Oct 9, 2026

If Scott Franklin still holds everything they disclosed buying. Disclosures do not report sales proceeds or current positions, so a stake sold last year still counts here — this is an upper bound, not a profit. Purchases are sized at the midpoint of the disclosed bracket, and dividends, fees and taxes are not included. 18 purchases have no market price and are left out. More on the limits.

Try the total-budget simulator →

If you had copied every buy

Entering on the day each filing became public, and still holding

Putting $1,000 into each of 87 disclosed purchases — $87,000 invested — would be worth

$93,686

+$6,686 (+7.69%)

Positions

equally weighted

Their own timing

+9.98%

entering on their trade date

Best

COST

+95.29%

Worst

CMCSA

-45.41%

Each filing

87 positions

Filed	Ticker	You paid	They paid	Now	Worth	Return
Sep 17, 2026 22d after trading	ACN 5.26 sh	$190.29	$181.38	$209.06	$1,099	+9.86%
Sep 17, 2026 22d after trading	ACN 5.26 sh	$190.29	$181.38	$209.06	$1,099	+9.86%
Sep 17, 2026 22d after trading	PEP 7.48 sh	$133.66	$142.19	$125.97	$942	-5.75%
Sep 17, 2026 22d after trading	NVO 23.15 sh	$43.19	$47.19	$38.64	$895	-10.53%
Sep 17, 2026 22d after trading	PEP 7.48 sh	$133.66	$142.19	$125.97	$942	-5.75%
Sep 17, 2026 22d after trading	MCD 4.02 sh	$248.48	$266.93	$235.23	$947	-5.33%
Sep 17, 2026 22d after trading	LSYIX 105.04 sh	$9.52	$9.63	$9.34	$981	-1.89%
Oct 22, 2025 8d after trading	UNP 4.44 sh	$225.24	$227.08	$278.34	$1,236	+23.57%
Oct 22, 2025 8d after trading	UNP 4.44 sh	$225.24	$227.08	$278.34	$1,236	+23.57%
Oct 22, 2025 8d after trading	UNP 4.44 sh	$225.24	$227.08	$278.34	$1,236	+23.57%
Aug 14, 2025 10d after trading	NVO 19.63 sh	$50.95	$48.81	$38.64	$758	-24.16%
Aug 14, 2025 10d after trading	NVO 19.63 sh	$50.95	$48.81	$38.64	$758	-24.16%
Aug 14, 2025 10d after trading	NVO 19.63 sh	$50.95	$48.81	$38.64	$758	-24.16%
Aug 14, 2025 10d after trading	NVO 19.63 sh	$50.95	$48.81	$38.64	$758	-24.16%
Jul 3, 2025 330d after trading	CMCSA 29.65 sh	$33.73	$36.09	$20.66	$613	-38.75%
Jul 3, 2025 330d after trading	CB 3.52 sh	$283.80	$265.71	$341.20	$1,202	+20.23%
Jul 3, 2025 330d after trading	ACN 3.28 sh	$304.78	$318.02	$209.06	$686	-31.41%
Jul 3, 2025 330d after trading	APD 3.43 sh	$291.84	$277.44	$281.26	$964	-3.63%
Jul 3, 2025 330d after trading	GOOG 5.54 sh	$180.55	$160.75	$347.86	$1,927	+92.67%
Jul 3, 2025 330d after trading	AMGN 3.35 sh	$298.24	$312.50	$414.87	$1,391	+39.11%
Jul 3, 2025 330d after trading	AAPL 4.68 sh	$213.55	$209.82	$336.64	$1,576	+57.64%
Jul 3, 2025 330d after trading	BRK.B 2.06 sh	$485.00	—	$515.62	$1,063	+6.31%
Jul 3, 2025 330d after trading	COST 1.01 sh	$987.02	$810.30	$946.92	$959	-4.06%
Jul 3, 2025 330d after trading	FBKWX 104.82 sh	$9.54	$9.61	$9.11	$955	-4.51%
Jul 3, 2025 330d after trading	SDVY 27.43 sh	$36.45	$33.11	$41.24	$1,131	+13.14%
Jul 3, 2025 330d after trading	GD 3.39 sh	$294.76	$287.17	$331.27	$1,124	+12.39%
Jul 3, 2025 330d after trading	HD 2.69 sh	$371.68	$342.40	$290.74	$782	-21.78%
Jul 3, 2025 330d after trading	QQQM 4.37 sh	$228.92	$178.94	$307.19	$1,342	+34.19%
Jul 3, 2025 330d after trading	JNJ 6.41 sh	$156.01	$158.90	$261.44	$1,676	+67.58%
Jul 3, 2025 330d after trading	JPM 3.38 sh	$296.00	$200.40	$332.99	$1,125	+12.50%
Jul 3, 2025 330d after trading	LMT 2.16 sh	$462.52	$548.51	$509.59	$1,102	+10.18%
Jul 3, 2025 330d after trading	LSYIX 102.15 sh	$9.79	$9.81	$9.34	$954	-4.60%
Jul 3, 2025 330d after trading	MCD 3.4 sh	$294.08	$269.37	$235.23	$800	-20.01%
Jul 3, 2025 330d after trading	MRK 12.36 sh	$80.93	$112.49	$145.60	$1,799	+79.91%
Jul 3, 2025 330d after trading	MSFT 2 sh	$498.84	$398.43	$535.07	$1,073	+7.26%
Jul 3, 2025 330d after trading	PEP 7.39 sh	$135.38	$171.79	$125.97	$930	-6.95%
Jul 3, 2025 330d after trading	PG 6.22 sh	$160.83	$170.02	$151.23	$940	-5.97%
Jul 3, 2025 330d after trading	SBUX 10.59 sh	$94.44	$75.29	$90.75	$961	-3.91%
Jul 3, 2025 330d after trading	HSY 5.67 sh	$176.47	$199.82	$162.74	$922	-7.78%
Jul 3, 2025 330d after trading	UPS 9.6 sh	$104.13	$123.32	$94.57	$908	-9.18%
Jul 3, 2025 330d after trading	UNH 3.24 sh	$308.55	$566.08	$379.30	$1,229	+22.93%
Jul 3, 2025 330d after trading	V 2.79 sh	$358.86	$256.52	$385.45	$1,074	+7.41%
Jul 3, 2025 330d after trading	WMT 10.17 sh	$98.36	$66.91	$111.35	$1,132	+13.21%
Jul 3, 2025 281d after trading	ITW 3.87 sh	$258.50	$258.06	$264.13	$1,022	+2.18%
Jul 3, 2025 281d after trading	ADP 3.23 sh	$309.20	$275.25	$270.88	$876	-12.39%
Jun 2, 2025 42d after trading	UNP 4.57 sh	$218.89	$216.05	$278.34	$1,272	+27.16%
Apr 11, 2025 15d after trading	NVO 15.45 sh	$64.73	$70.16	$38.64	$597	-40.31%
Apr 11, 2025 15d after trading	NVO 15.45 sh	$64.73	$70.16	$38.64	$597	-40.31%
Mar 18, 2025 28d after trading	LMT 2.13 sh	$469.28	$428.54	$509.59	$1,086	+8.59%
Mar 18, 2025 28d after trading	LMT 2.13 sh	$469.28	$428.54	$509.59	$1,086	+8.59%
Mar 18, 2025 28d after trading	LMT 2.13 sh	$469.28	$428.54	$509.59	$1,086	+8.59%
Mar 18, 2025 20d after trading	AMZN 5.19 sh	$192.82	$214.35	$262.43	$1,361	+36.10%
Mar 18, 2025 20d after trading	AMZN 5.19 sh	$192.82	$214.35	$262.43	$1,361	+36.10%
Mar 18, 2025 20d after trading	AMZN 5.19 sh	$192.82	$214.35	$262.43	$1,361	+36.10%
Oct 15, 2024 21d after trading	ADP 3.45 sh	$290.04	$276.64	$270.88	$934	-6.61%
Oct 15, 2024 21d after trading	ADP 3.45 sh	$290.04	$276.64	$270.88	$934	-6.61%
Oct 15, 2024 20d after trading	ITW 3.83 sh	$261.35	$258.06	$264.13	$1,011	+1.06%
Oct 15, 2024 20d after trading	ITW 3.83 sh	$261.35	$258.06	$264.13	$1,011	+1.06%
Aug 20, 2024 18d after trading	APD 3.66 sh	$273.42	$281.74	$281.26	$1,029	+2.87%
Aug 20, 2024 18d after trading	SBUX 10.75 sh	$93.01	$75.88	$90.75	$976	-2.43%
Aug 20, 2024 18d after trading	AMGN 3.04 sh	$328.55	$333.99	$414.87	$1,263	+26.27%
Aug 20, 2024 18d after trading	PG 5.87 sh	$170.41	$170.08	$151.23	$887	-11.26%
Aug 20, 2024 18d after trading	CB 3.68 sh	$272.03	$271.32	$341.20	$1,254	+25.43%
Aug 20, 2024 18d after trading	PEP 5.69 sh	$175.85	$178.04	$125.97	$716	-28.37%
Aug 20, 2024 18d after trading	MRK 8.69 sh	$115.14	$115.20	$145.60	$1,265	+26.45%
Aug 20, 2024 18d after trading	GD 3.38 sh	$295.80	$292.39	$331.27	$1,120	+11.99%
Aug 20, 2024 18d after trading	JNJ 6.24 sh	$160.16	$164.14	$261.44	$1,632	+63.24%
Aug 20, 2024 18d after trading	MCD 3.5 sh	$285.63	$276.69	$235.23	$824	-17.65%
Aug 20, 2024 18d after trading	ACN 3.03 sh	$330.37	$323.15	$209.06	$633	-36.72%
Aug 20, 2024 18d after trading	UPS 7.76 sh	$128.88	$128.06	$94.57	$734	-26.62%
Aug 20, 2024 18d after trading	HSY 5.05 sh	$197.91	$199.08	$162.74	$822	-17.77%
Aug 20, 2024 13d after trading	ACN 3.03 sh	$330.37	$318.02	$209.06	$633	-36.72%
Aug 20, 2024 13d after trading	APD 3.66 sh	$273.42	$277.44	$281.26	$1,029	+2.87%
Aug 20, 2024 13d after trading	AMGN 3.04 sh	$328.55	$312.50	$414.87	$1,263	+26.27%
Aug 20, 2024 13d after trading	CB 3.68 sh	$272.03	$265.71	$341.20	$1,254	+25.43%
Aug 20, 2024 13d after trading	GD 3.38 sh	$295.80	$287.17	$331.27	$1,120	+11.99%
Aug 20, 2024 13d after trading	JNJ 6.24 sh	$160.16	$158.90	$261.44	$1,632	+63.24%
Aug 20, 2024 13d after trading	MCD 3.5 sh	$285.63	$269.37	$235.23	$824	-17.65%
Aug 20, 2024 13d after trading	SBUX 10.75 sh	$93.01	$75.29	$90.75	$976	-2.43%
Aug 20, 2024 13d after trading	HSY 5.05 sh	$197.91	$199.82	$162.74	$822	-17.77%
Aug 20, 2024 13d after trading	UPS 7.76 sh	$128.88	$123.32	$94.57	$734	-26.62%
May 23, 2023 34d after trading	CMCSA 26.42 sh	$37.84	$35.85	$20.66	$546	-45.41%
May 23, 2023 34d after trading	CMCSA 26.42 sh	$37.84	$35.85	$20.66	$546	-45.41%
May 23, 2023 34d after trading	COST 2.06 sh	$484.87	$496.03	$946.92	$1,953	+95.29%
May 23, 2023 34d after trading	COST 2.06 sh	$484.87	$496.03	$946.92	$1,953	+95.29%
May 23, 2023 34d after trading	FQAL 21.05 sh	$47.51	$47.83	$84.96	$1,788	+78.81%
May 23, 2023 34d after trading	IVV 2.4 sh	$415.96	$415.99	$781.97	$1,880	+87.99%

A backtest, not a forecast. Every purchase gets the same stake because filings disclose a range, not a size. It ignores their sales, dividends, fees and taxes — each of which flatters the result, and 18 purchases could not be priced and are excluded.

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Holdings, 2025

Weights are each holding's share of roughly $4.7M in stocks, funds and ETFs — bank accounts and property are left out of the denominator

Asset	Weight	Held by	Value	Income
BWINFidelity Joint TBE ⇒ The Baldwin Insurance Group, Inc. - Class A Common Stock (BWIN) [ST]	16.0%	joint	$500K – $1M	None
GOOGFidelity Traditional IRA ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST]	3.7%		$100K – $250K	Tax-Deferred
AAPLFidelity Traditional IRA ⇒ Apple Inc. - Common Stock (AAPL) [ST]	3.7%		$100K – $250K	Tax-Deferred
BRK.BFidelity Traditional IRA ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST]	3.7%		$100K – $250K	Tax-Deferred
HDFidelity Traditional IRA ⇒ Home Depot, Inc. (HD) [ST]	3.7%		$100K – $250K	Tax-Deferred
JPMFidelity Traditional IRA ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST]	3.7%		$100K – $250K	Tax-Deferred
MSFTFidelity Traditional IRA ⇒ Microsoft Corporation - Common Stock (MSFT) [ST]	3.7%		$100K – $250K	Tax-Deferred
WMTFidelity Traditional IRA ⇒ Walmart Inc. - Common Stock (WMT) [ST] .	3.7%		$100K – $250K	Tax-Deferred
FBKWXFidelity Traditional IRA ⇒ Fidelity Advisor Total Bond Fund: Class Z (FBKWX) [MF]	3.7%		$100K – $250K	Tax-Deferred
LSYIXFidelity Traditional IRA ⇒ Lord Abbett Short Duration High Yield Fund Class I (LSYIX) [MF]	3.7%		$100K – $250K	Tax-Deferred
FXAIXBRP Colleague, Inc. 401(k) ⇒ Fidelity 500 Index Fund (FXAIX) [MF]	1.6%		$50K – $100K	Tax-Deferred
ACNFidelity Traditional IRA ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST]	1.6%		$50K – $100K	Tax-Deferred
APDFidelity Traditional IRA ⇒ Air Products and Chemicals, Inc. Common Stock (APD) [ST]	1.6%		$50K – $100K	Tax-Deferred
AMZNFidelity Traditional IRA ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST]	1.6%		$50K – $100K	Tax-Deferred
AMGNFidelity Traditional IRA ⇒ Amgen Inc. - Common Stock (AMGN) [ST]	1.6%		$50K – $100K	Tax-Deferred
ADPFidelity Traditional IRA ⇒ Automatic Data Processing, Inc. - Common Stock (ADP) [ST]	1.6%		$50K – $100K	Tax-Deferred
CBFidelity Traditional IRA ⇒ Chubb Limited Common Stock (CB) [ST]	1.6%		$50K – $100K	Tax-Deferred
GDFidelity Traditional IRA ⇒ General Dynamics Corporation Common Stock (GD) [ST]	1.6%		$50K – $100K	Tax-Deferred
ITWFidelity Traditional IRA ⇒ Illinois Tool Works Inc. Common Stock (ITW) [ST]	1.6%		$50K – $100K	Tax-Deferred
JNJFidelity Traditional IRA ⇒ Johnson & Johnson Common Stock (JNJ) [ST]	1.6%		$50K – $100K	Tax-Deferred
LMTFidelity Traditional IRA ⇒ Lockheed Martin Corporation Common Stock (LMT) [ST]	1.6%		$50K – $100K	Tax-Deferred
MCDFidelity Traditional IRA ⇒ McDonald's Corporation Common Stock (MCD) [ST]	1.6%		$50K – $100K	Tax-Deferred
NVOFidelity Traditional IRA ⇒ Novo Nordisk A/S Common Stock (NVO) [ST]	1.6%		$50K – $100K	Tax-Deferred
HSYFidelity Traditional IRA ⇒ The Hershey Company Common Stock (HSY) [ST]	1.6%		$50K – $100K	Tax-Deferred
UNPFidelity Traditional IRA ⇒ Union Pacific Corporation Common Stock (UNP) [ST]	1.6%		$50K – $100K	Tax-Deferred
UNHFidelity Traditional IRA ⇒ UnitedHealth Group Incorporated Common Stock (UNH) [ST]	1.6%		$50K – $100K	Tax-Deferred
VFidelity Traditional IRA ⇒ Visa Inc. (V) [ST]	1.6%		$50K – $100K	Tax-Deferred
FMCSXFidelity Traditional IRA ⇒ Fidelity Mid-Cap Stock Fund (FMCSX) [MF]	1.6%		$50K – $100K	Tax-Deferred
IVVFidelity Traditional IRA ⇒ iShares Core S&P 500 ETF (IVV) [EF]	1.6%		$50K – $100K	Tax-Deferred
QQQMFidelity Traditional IRA ⇒ Invesco NASDAQ 100 ETF (QQQM) [EF]	1.6%		$50K – $100K	Tax-Deferred
SDVYFidelity Traditional IRA ⇒ First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) [EF]	1.6%		$50K – $100K	Tax-Deferred
GOOGFidelity Roth IRA ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST]	0.69%		$15K – $50K	Tax-Deferred
JPMFidelity Roth IRA ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST]	0.69%		$15K – $50K	Tax-Deferred
MSFTFidelity Roth IRA ⇒ Microsoft Corporation - Common Stock (MSFT) [ST]	0.69%		$15K – $50K	Tax-Deferred
WMTFidelity Roth IRA ⇒ Walmart Inc. - Common Stock (WMT) [ST]	0.69%		$15K – $50K	Tax-Deferred
FDRXXFidelity Traditional IRA ⇒ Fidelity Cash Reserves (FDRXX) [MF]	0.69%		$15K – $50K	Tax-Deferred
MRKFidelity Traditional IRA ⇒ Merck & Company, Inc. Common Stock (MRK) [ST]	0.69%		$15K – $50K	Tax-Deferred
PEPFidelity Traditional IRA ⇒ Pepsico, Inc. (PEP) [ST]	0.69%		$15K – $50K	Tax-Deferred
PGFidelity Traditional IRA ⇒ Procter & Gamble Company (PG) [ST]	0.69%		$15K – $50K	Tax-Deferred
FBKWXFidelity Roth IRA ⇒ Fidelity Advisor Total Bond Fund: Class Z (FBKWX) [MF]	0.69%		$15K – $50K	Tax-Deferred

Showing 40 of 114 disclosed assets.

Committees

What they oversee — the context a trade is read against

Bills they sponsored

Legislation introduced under their own name, newest first

HR10737Oct 5, 2026
To amend the Environmental Research, Development, and Demonstration Authorization Act of 1978 to promote transparency in science, and for other purposes.
Referred to the House Committee on Science, Space, and Technology.
HR9094Agriculture and FoodJun 2, 2026
Florida Freeze Disaster Assistance Act of 2026
Referred to the Committee on Appropriations, and in addition to the Committee on the Budget, for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.
HR8407Science, Technology, CommunicationsApr 21, 2026
ACCURATE Act
Referred to the House Committee on Science, Space, and Technology.
HR8199Armed Forces and National SecurityApr 6, 2026
SCHEDULES Act of 2026
Referred to the Subcommittee on Oversight and Investigations.
HR7734Agriculture and FoodFeb 26, 2026
Land Grant Research Prioritization Act of 2026
Referred to the Subcommittee on Conservation, Research, and Biotechnology.
HR7464Agriculture and FoodFeb 10, 2026
TEMP Act
Referred to the Subcommittee on General Farm Commodities, Risk Management, and Credit.
HR5908Government Operations and PoliticsNov 4, 2025
Non-Essential Workers Transparency Act
Referred to the House Committee on Oversight and Government Reform.
HR3185Armed Forces and National SecurityMay 5, 2025
Personnel Integrity in Veterans Affairs Act of 2025
Subcommittee Hearings Held
HR2770Science, Technology, CommunicationsApr 9, 2025
TAME Extreme Weather and Wildfires Act
Referred to the House Committee on Science, Space, and Technology.
HR2297Government Operations and PoliticsMar 24, 2025
Taxpayer-Funded Union Time Transparency Act
Referred to the House Committee on Oversight and Government Reform.
HRES215AnimalsMar 11, 2025
Supporting the designation of March 15, 2025, as "National Osceola Turkey Day".
Referred to the House Committee on Oversight and Government Reform.
HR1466HealthFeb 21, 2025
Cardiac Arrest Survival Act of 2025
Referred to the House Committee on Energy and Commerce.

Campaign finance

Reported to the FEC, through Jul 29, 2026

Raised

$850K

Spent

$371.1K

Cash on hand

$960.8K

From PACs

$377.5K

committee contributions

Exact figures, unlike the trade amounts on this page — campaign finance is reported to the dollar, a STOCK Act filing only ever as a bracket. Covers Scott Franklin's own campaign committee and not outside spending on their behalf.

Recent votes

What they actually did, with the date to read a trade against

Date	Measure	Question	Vote
Sep 16, 2026	S 2403	Retire through Ownership Act	Yea
Sep 16, 2026	H R 9497	Water Resources Development Act	Yea
Sep 16, 2026	H R 9340	Ratepayer Protection Act	Yea
Sep 16, 2026	H J RES 213	Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule issued by the Environmental Protection Agency relating to the “California State Nonroad Engine Pollution Control Standards; Commercial Harbor Craft Regulations; Notice of Decision”	Yea
Sep 16, 2026	H R 10326	PROOF Act	Yea
Sep 16, 2026	H R 9576	National Fraud Enforcement Division Act	Yea
Sep 16, 2026	H R 5334	An Act to amend the Internal Revenue Code of 1986 to allow early childhood educators to take the educator expense deduction, and for other purposes	Yea
Sep 15, 2026	H CON RES 93	Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with Iran	Nay
Sep 15, 2026	H J RES 210	Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Environmental Protection Agency relating to “California State Nonroad Engine Pollution Control Standards; Ocean-Going Vessels At-Berth; Notice of Decision”	Yea
Sep 15, 2026	H R 9500	Tax Relief for Fraud Victims Act	Yea

Most traded

By number of disclosed transactions

SBUX11x · $371K UPS9x · $212.5K AAPL9x · $170K JPM8x · $204.5K COST8x · $222.5K NVO7x · $105K CMCSA7x · $214.5K WMT7x · $154K

Disclosed transactions

242 in total, newest first

Asset		Amount	Traded	Filed	Note
PEP	buyspouseOpen	$1K – $15K	Aug 26, 2026	Sep 17, 2026 22 days later	—
PEP	buyOpen	$1K – $15K	Aug 26, 2026	Sep 17, 2026 22 days later	—
NVO	buyOpen	$1K – $15K	Aug 26, 2026	Sep 17, 2026 22 days later	—
MCD	buyspouseOpen	$1K – $15K	Aug 26, 2026	Sep 17, 2026 22 days later	—
LSYIX	buyspouseOpen	$1K – $15K	Aug 26, 2026	Sep 17, 2026 22 days later	Lord Abbett Short Duration High Yield bond fund (LSYIX)
ACN	buyspouseOpen	$1K – $15K	Aug 26, 2026	Sep 17, 2026 22 days later	—
ACN	buyOpen	$1K – $15K	Aug 26, 2026	Sep 17, 2026 22 days later	—
JPM	sellspouseReduce	$1K – $15K	Aug 20, 2026	Sep 17, 2026 28 days later	—
JPM	sellReduce	$1K – $15K	Aug 20, 2026	Sep 17, 2026 28 days later	—
AAPL	sellspouseReduce	$1K – $15K	Aug 20, 2026	Sep 17, 2026 28 days later	—
GOOG	sellReduce	$1K – $15K	Aug 20, 2026	Sep 17, 2026 28 days later	—
GOOG	sellspouseReduce	$1K – $15K	Aug 20, 2026	Sep 17, 2026 28 days later	—
HSY	sellReduce	$50K – $100K	Feb 10, 2026	Feb 23, 2026 13 days later	—
HSY	sellspouseReduce	$1K – $15K	Feb 10, 2026	Feb 23, 2026 13 days later	—
HSY	sellReduce	$1K – $15K	Feb 10, 2026	Feb 23, 2026 13 days later	—
UNP	buyOpen	$1K – $15K	Oct 14, 2025	Oct 22, 2025 8 days later	—
UNP	buyOpen	$1K – $15K	Oct 14, 2025	Oct 22, 2025 8 days later	—
UNP	buyOpen	$50K – $100K	Oct 14, 2025	Oct 22, 2025 8 days later	—
F S: New S O: Fidelity Traditional IRA …	buyOpen	$50K – $100K	Oct 14, 2025	Oct 22, 2025 8 days later	IVV (iShares Core S&P 500 ETF) isn't shown as an option in the Stocks dropdown list, even though I have reported it on past PTRs and Annual FDs. I didn't see an option besides "Other" for entering it.
F S: New S O: Fidelity Roth IRA L: US D…	buyOpen	$1K – $15K	Oct 14, 2025	Oct 22, 2025 8 days later	IVV (iShares Core S&P 500 ETF) isn't shown as an option in the Stocks dropdown list, even though I have reported it on past PTRs and Annual FDs. I didn't see an option besides "Other" for entering it.
F S: New S O: Fidelity Roth IRA L: US D…	buyspouseOpen	$1K – $15K	Oct 14, 2025	Oct 22, 2025 8 days later	IVV (iShares Core S&P 500 ETF) isn't shown as an option in the Stocks dropdown list, even though I have reported it on past PTRs and Annual FDs. I didn't see an option besides "Other" for entering it.
NVO	buyOpen	$1K – $15K	Aug 4, 2025	Aug 14, 2025 10 days later	—
NVO	buyOpen	$1K – $15K	Aug 4, 2025	Aug 14, 2025 10 days later	—
NVO	buyOpen	$1K – $15K	Aug 4, 2025	Aug 14, 2025 10 days later	—
NVO	buyOpen	$15K – $50K	Aug 4, 2025	Aug 14, 2025 10 days later	—
CMCSA	sellReduce	$15K – $50K	Aug 4, 2025	Aug 14, 2025 10 days later	—
CMCSA	sellReduce	$1K – $15K	Aug 4, 2025	Aug 14, 2025 10 days later	—
CMCSA	sellspouseReduce	$1K – $15K	Aug 4, 2025	Aug 14, 2025 10 days later	—
UPS	sellReduce	$50K – $100K	Jul 22, 2025	Jul 31, 2025 9 days later	—
UPS	sellspouseReduce	$1K – $15K	Jul 22, 2025	Jul 31, 2025 9 days later	—
UPS	sellReduce	$1K – $15K	Jul 22, 2025	Jul 31, 2025 9 days later	—
WMT	sellReduce	$15K – $50K	Jun 16, 2025	Jul 14, 2025 28 days later	—
V	selljointReduce	$15K – $50K	Jun 16, 2025	Jul 14, 2025 28 days later	—
UPS	selljointReduce	$1K – $15K	Jun 16, 2025	Jul 14, 2025 28 days later	—
PG	selljointReduce	$15K – $50K	Jun 16, 2025	Jul 14, 2025 28 days later	—
PEP	selljointReduce	$1K – $15K	Jun 16, 2025	Jul 14, 2025 28 days later	—
MSFT	selljointReduce	$15K – $50K	Jun 16, 2025	Jul 14, 2025 28 days later	—
MRK	selljointReduce	$1K – $15K	Jun 16, 2025	Jul 14, 2025 28 days later	—
MCD	selljointReduce	$15K – $50K	Jun 16, 2025	Jul 14, 2025 28 days later	—
KVUE	selljointReduce	$1K – $15K	Jun 16, 2025	Jul 14, 2025 28 days later	—
JPM	selljointReduce	$15K – $50K	Jun 16, 2025	Jul 14, 2025 28 days later	—
JNJ	selljointReduce	$15K – $50K	Jun 16, 2025	Jul 14, 2025 28 days later	—
HD	selljointReduce	$15K – $50K	Jun 16, 2025	Jul 14, 2025 28 days later	—
CSCO	selljointReduce	$1K – $15K	Jun 16, 2025	Jul 14, 2025 28 days later	—
BRK.B	selljointReduce	$15K – $50K	Jun 16, 2025	Jul 14, 2025 28 days later	—
AAPL	selljointReduce	$15K – $50K	Jun 16, 2025	Jul 14, 2025 28 days later	—
GOOG	selljointReduce	$1K – $15K	Jun 16, 2025	Jul 14, 2025 28 days later	—
UNP	buyOpen	$1K – $15K	Apr 21, 2025	Jun 2, 2025 42 days later	—
BWIN	sellReduce	$500K – $1M	Apr 10, 2025	Apr 17, 2025 7 days later	—
NVO	buyOpen	$15K – $50K	Mar 27, 2025	Apr 11, 2025 15 days later	—
NVO	buyOpen	$1K – $15K	Mar 27, 2025	Apr 11, 2025 15 days later	—
AMZN	buyOpen	$50K – $100K	Feb 26, 2025	Mar 18, 2025 20 days later	—
AMZN	buyspouseOpen	$1K – $15K	Feb 26, 2025	Mar 18, 2025 20 days later	—
AMZN	buyOpen	$1K – $15K	Feb 26, 2025	Mar 18, 2025 20 days later	—
F S: New S O: Fidelity Roth IRA Fidelit…	buyOpen	$1K – $15K	Feb 19, 2025	Mar 18, 2025 27 days later	—
F S: New S O: Fidelity Roth IRA Fidelit…	buyspouseOpen	—	Feb 19, 2025	Mar 18, 2025 27 days later	—
F S: New S O: Fidelity Traditional IRA …	buyOpen	$1K – $15K	Feb 19, 2025	Mar 18, 2025 27 days later	—
LMT	buyOpen	$15K – $50K	Feb 18, 2025	Mar 18, 2025 28 days later	—
LMT	buyspouseOpen	$1K – $15K	Feb 18, 2025	Mar 18, 2025 28 days later	—
LMT	buyOpen	$1K – $15K	Feb 18, 2025	Mar 18, 2025 28 days later	—
BWIN	sellReduce	$1M – $5M	Feb 7, 2025	Feb 23, 2025 16 days later	—
BWIN	selljointReduce	$15K – $50K	Feb 6, 2025	Feb 23, 2025 17 days later	—
COST	sellReduce	$50K – $100K	Jan 28, 2025	Mar 18, 2025 49 days later	—
COST	sellspouseReduce	$1K – $15K	Jan 28, 2025	Mar 18, 2025 49 days later	—
COST	sellReduce	$1K – $15K	Jan 28, 2025	Mar 18, 2025 49 days later	—
ITW	buyspouseOpen	$1K – $15K	Sep 25, 2024	Jul 3, 2025 281 days later	—
ADP	buyspouseOpen	$1K – $15K	Sep 25, 2024	Jul 3, 2025 281 days later	—
ITW	buyOpen	$1K – $15K	Sep 25, 2024	Oct 15, 2024 20 days later	—
ITW	buyOpen	$50K – $100K	Sep 25, 2024	Oct 15, 2024 20 days later	—
ADP	buyOpen	$1K – $15K	Sep 24, 2024	Oct 15, 2024 21 days later	—
ADP	buyOpen	$50K – $100K	Sep 24, 2024	Oct 15, 2024 21 days later	—
SBUX	sellspouseReduce	$1K – $15K	Aug 14, 2024	Aug 20, 2024 6 days later	—
SBUX	sellReduce	$100K – $250K	Aug 14, 2024	Aug 20, 2024 6 days later	—
SBUX	sellReduce	$1K – $15K	Aug 14, 2024	Aug 20, 2024 6 days later	—
SBUX	selljointReduce	$1K – $15K	Aug 14, 2024	Aug 20, 2024 6 days later	—
WMT	buyspouseOpen	$1K – $15K	Aug 7, 2024	Jul 3, 2025 330 days later	—
V	buyspouseOpen	$1K – $15K	Aug 7, 2024	Jul 3, 2025 330 days later	—
UNH	buyspouseOpen	$1K – $15K	Aug 7, 2024	Jul 3, 2025 330 days later	—
UPS	buyspouseOpen	$1K – $15K	Aug 7, 2024	Jul 3, 2025 330 days later	—
HSY	buyspouseOpen	$1K – $15K	Aug 7, 2024	Jul 3, 2025 330 days later	—
SBUX	buyspouseOpen	$1K – $15K	Aug 7, 2024	Jul 3, 2025 330 days later	—
PG	buyspouseOpen	$1K – $15K	Aug 7, 2024	Jul 3, 2025 330 days later	—
PEP	buyspouseOpen	$1K – $15K	Aug 7, 2024	Jul 3, 2025 330 days later	—
MSFT	buyspouseOpen	$1K – $15K	Aug 7, 2024	Jul 3, 2025 330 days later	—
MRK	buyspouseOpen	$1K – $15K	Aug 7, 2024	Jul 3, 2025 330 days later	—
MCD	buyspouseOpen	$1K – $15K	Aug 7, 2024	Jul 3, 2025 330 days later	—
LSYIX	buyspouseOpen	$1K – $15K	Aug 7, 2024	Jul 3, 2025 330 days later	—
LMT	buyspouseOpen	$1K – $15K	Aug 7, 2024	Jul 3, 2025 330 days later	—
JPM	buyspouseOpen	$1K – $15K	Aug 7, 2024	Jul 3, 2025 330 days later	—
JNJ	buyspouseOpen	$1K – $15K	Aug 7, 2024	Jul 3, 2025 330 days later	—
QQQM	buyspouseOpen	$1K – $15K	Aug 7, 2024	Jul 3, 2025 330 days later	—
HD	buyspouseOpen	$1K – $15K	Aug 7, 2024	Jul 3, 2025 330 days later	—
GD	buyspouseOpen	$1K – $15K	Aug 7, 2024	Jul 3, 2025 330 days later	—
SDVY	buyspouseOpen	$1K – $15K	Aug 7, 2024	Jul 3, 2025 330 days later	—
FBKWX	buyspouseOpen	$1K – $15K	Aug 7, 2024	Jul 3, 2025 330 days later	—
COST	buyspouseOpen	$1K – $15K	Aug 7, 2024	Jul 3, 2025 330 days later	—
CMCSA	buyspouseOpen	$1K – $15K	Aug 7, 2024	Jul 3, 2025 330 days later	—
CB	buyspouseOpen	$1K – $15K	Aug 7, 2024	Jul 3, 2025 330 days later	—
BRK.B	buyspouseOpen	$1K – $15K	Aug 7, 2024	Jul 3, 2025 330 days later	—
AAPL	buyspouseOpen	$1K – $15K	Aug 7, 2024	Jul 3, 2025 330 days later	—

Source: the original filing