Congressional stock trades · Member
Shelley Moore Capito
Senator · WV · Republican
250 published transactions from periodic transaction reports since 2020, shown as filed. Amounts are the ranges on the form. Each row links to its filing. Holdings from 10 annual reports are below.
Current committees: Senate Committee on Appropriations; Senate Committee on Commerce, Science, and Transportation; Senate Committee on Environment and Public Works; Senate Committee on Rules and Administration.
| Disclosed | Traded | Days | Owner | Asset | Type | Amount range (as filed) | Source |
|---|---|---|---|---|---|---|---|
| 2026-08-04 | 2026-07-21 | 14 | Spouse | AAPLApple Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-08-04 | 2026-07-21 | 14 | Spouse | KOCoca-Cola Company (The) Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-08-04 | 2026-07-21 | 14 | Spouse | CSCOCisco Systems, Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-08-04 | 2026-07-21 | 14 | Spouse | MSFTMicrosoft Corporation - Common Stock | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2026-08-04 | 2026-07-21 | 14 | Spouse | INTCIntel Corporation - Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-07-06 | 2026-06-16 | 20 | Spouse | CCitigroup New Inc (C) | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-05-07 | 2026-04-17 | 20 | Spouse | AAPLApple Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-05-07 | 2026-04-17 | 20 | Spouse | CEGConstellation Energy Corporation - Common Stock When-Issued | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-05-07 | 2026-04-13 | 24 | Spouse | AVGOBroadcom Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-04-12 | 2026-03-28 | 15 | Spouse | MAMastercard Incorporated Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-04-04 | 2026-03-31 | 4 | Spouse | FDSFactSet Research Systems Inc. Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-04-04 | 2026-03-26 | 9 | Spouse | FDSFactSet Research Systems Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-04-04 | 2026-03-25 | 10 | Spouse | FDSFactSet Research Systems Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-04-04 | 2026-03-12 | 23 | Spouse | PNCPNC Financial Services Group, Inc. (The) Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-04-04 | 2026-03-11 | 24 | Spouse | AXPAmerican Express Company Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-03-04 | 2026-02-24 | 8 | Spouse | ITWIllinois Tool Works Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-03-04 | 2026-02-20 | 12 | Spouse | PAYXPaychex, Inc. - Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-03-04 | 2026-02-10 | 22 | Spouse | ADIAnalog Devices, Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-03-04 | 2026-02-10 | 22 | Spouse | BLKBlackRock, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-03-04 | 2026-02-09 | 23 | Spouse | AVGOBroadcom Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-03-04 | 2026-02-09 | 23 | Spouse | GOOGL - Alphabet Inc. - Class C Capital Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-02-05 | 2026-01-28 | 8 | Spouse | SBUXStarbucks Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-01-06 | 2025-12-16 | 21 | Spouse | MSFTMicrosoft Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-01-06 | 2025-12-16 | 21 | Spouse | AAPLApple Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-01-06 | 2025-12-16 | 21 | Spouse | GOOGLAlphabet Cl A | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-01-06 | 2025-12-11 | 26 | Spouse | Kellanova | Sale (full) | $1,001 - $15,000 | eFD → |
| 2025-12-04 | 2025-11-13 | 21 | Spouse | LOWLowe's Companies | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-12-04 | 2025-11-13 | 21 | Spouse | METAMeta Platforms Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2025-12-04 | 2025-11-13 | 21 | Spouse | PAYXPaychex Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-11-04 | 2025-10-29 | 6 | Spouse | MSFTMicrosoft Corp | Sale (full) | $15,001 - $50,000 | eFD → |
| 2025-11-04 | 2025-10-29 | 6 | Spouse | CCitigroup Inc New (C) | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-11-04 | 2025-10-29 | 6 | Spouse | IBMIntl Business Machines | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2025-11-04 | 2025-10-24 | 11 | Spouse | LLYEli Lilly and Company | Purchase | $1,001 - $15,000 | eFD → |
| 2025-11-04 | 2025-10-22 | 13 | Spouse | MSFTMicrosoft Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-11-04 | 2025-10-21 | 14 | Spouse | PAYXPaychex Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-11-04 | 2025-10-21 | 14 | Spouse | LOWLowe's Companies | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-11-04 | 2025-10-20 | 15 | Spouse | LOWLowe's Companies | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-11-04 | 2025-10-17 | 18 | Spouse | CVXChevron Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-11-04 | 2025-10-17 | 18 | Spouse | COSTCostco Wholesale | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-10-05 | 2025-09-18 | 17 | Spouse | MSFTMicrosoft Corp | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2025-10-05 | 2025-09-18 | 17 | Spouse | AAPLApple Inc | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2025-09-03 | 2025-08-04 | 30 | Spouse | BLKBlackrock Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-09-03 | 2025-08-01 | 33 | Spouse | PLDPrologis Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2025-09-03 | 2025-08-01 | 33 | Spouse | SHWSherwin-Williams Company | Purchase | $1,001 - $15,000 | eFD → |
| 2025-08-04 | 2025-07-31 | 4 | Spouse | PPGPPG Industries | Sale (full) | $1,001 - $15,000 | eFD → |
| 2025-08-04 | 2025-07-31 | 4 | Spouse | CLColgate-Palmolive Company | Sale (full) | $1,001 - $15,000 | eFD → |
| 2025-08-04 | 2025-07-31 | 4 | Spouse | GDGeneral Dynamics Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-08-04 | 2025-07-30 | 5 | Spouse | PPGPPG Industries | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-08-04 | 2025-07-29 | 6 | Spouse | GOOGLAlphabet Cl A | Purchase | $1,001 - $15,000 | eFD → |
| 2025-08-04 | 2025-07-29 | 6 | Spouse | METAMeta Platforms Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2025-08-04 | 2025-07-18 | 17 | Spouse | AFLAflac Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-08-04 | 2025-07-18 | 17 | Spouse | MSFTMicrosoft Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-08-04 | 2025-07-18 | 17 | Spouse | AVGOBroadcom Ltd | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-08-04 | 2025-07-18 | 17 | Spouse | AAPLApple Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-08-04 | 2025-07-18 | 17 | Spouse | JPMJP Morgan Chase & Company | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-08-04 | 2025-07-17 | 18 | Spouse | CBChubb Ltd | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-08-04 | 2025-07-01 | 34 | Spouse | AXPAmerican Express Company | Purchase | $15,001 - $50,000 | eFD → |
| 2025-07-04 | 2025-06-23 | 11 | Spouse | UNHUnitedhealth Group Inc | Sale (full) | $1,001 - $15,000 | eFD → |
| 2025-07-04 | 2025-06-18 | 16 | Spouse | XOMExxon Mobil Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-07-04 | 2025-06-18 | 16 | Spouse | CCitigroup Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-07-04 | 2025-06-18 | 16 | Spouse | WFCWells Fargo & Company | Sale (full) | $1,001 - $15,000 | eFD → |
| 2025-07-04 | 2025-06-18 | 16 | Spouse | ADIAnalog Devices | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-07-04 | 2025-06-18 | 16 | Spouse | MSFTMicrosoft Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-06-13 | 2025-05-08 | 36 | Spouse | GOOGLAlphabet Cl A | Purchase | $1,001 - $15,000 | eFD → |
| 2025-05-07 | 2025-04-29 | 8 | Spouse | GOOGLAlphabet Cl A | Purchase | $1,001 - $15,000 | eFD → |
| 2025-05-07 | 2025-04-11 | 26 | Spouse | TGTTarget Corp | Sale (full) | $1,001 - $15,000 | eFD → |
| 2025-05-07 | 2025-04-10 | 27 | Spouse | NKENike Inc | Sale (full) | $1,001 - $15,000 | eFD → |
| 2025-04-10 | 2025-03-26 | 15 | Spouse | METAMeta Platforms Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2025-04-10 | 2025-03-26 | 15 | Spouse | CEGConstellation Energy Corp | Purchase | $1,001 - $15,000 | eFD → |
| 2025-03-06 | 2025-02-25 | 9 | Spouse | METAMeta Platforms Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2025-03-06 | 2025-02-24 | 10 | Spouse | ABTAbbott Laboratories | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-03-06 | 2025-02-24 | 10 | Spouse | ACNAccenture Plc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-03-06 | 2025-02-24 | 10 | Spouse | CMCSAComcast Corp A | Sale (full) | $1,001 - $15,000 | eFD → |
| 2025-03-06 | 2025-02-05 | 29 | Spouse | AAPLApple Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-03-06 | 2025-02-04 | 30 | Spouse | MSFTMicrosoft Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-03-06 | 2025-02-04 | 30 | Spouse | CEGConstellation Energy Corp | Purchase | $1,001 - $15,000 | eFD → |
| 2025-02-13 | 2025-01-17 | 27 | Spouse | ITWIllinois Tool Works Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-02-13 | 2025-01-17 | 27 | Spouse | PSXPhillips 66 | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-02-13 | 2025-01-17 | 27 | Spouse | JPMJP Morgan Chase & Company | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-02-13 | 2025-01-17 | 27 | Spouse | AFLAflac Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-02-13 | 2025-01-17 | 27 | Spouse | LOWLowe's Companies | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-02-13 | 2025-01-17 | 27 | Spouse | BLKBlackrock Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-02-13 | 2025-01-17 | 27 | Spouse | MSFTMicrosoft Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-02-13 | 2025-01-17 | 27 | Spouse | AAPLApple Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-02-13 | 2025-01-17 | 27 | Spouse | CBChubb Ltd | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-02-13 | 2025-01-17 | 27 | Spouse | GWWW.W. Grainger | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-02-13 | 2025-01-13 | 31 | Spouse | ADIAnalog Devices | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-02-13 | 2025-01-03 | 41 | Spouse | MSFTMicrosoft Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-01-06 | 2024-12-27 | 10 | Spouse | GE Aerospace | Purchase | $1,001 - $15,000 | eFD → |
| 2025-01-06 | 2024-12-20 | 17 | Spouse | UNHUnitedhealth Group Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-01-06 | 2024-12-16 | 21 | Spouse | MSFTMicrosoft Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-01-06 | 2024-12-13 | 24 | Spouse | LOWLowe's Companies | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-01-06 | 2024-12-12 | 25 | Spouse | AVGOBroadcom Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2024-11-12 | 2024-10-08 | 35 | Spouse | CSLCarlisle Companies Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2024-10-05 | 2024-09-25 | 10 | Spouse | NSCNorfolk Southern Corp | Sale (full) | $1,001 - $15,000 | eFD → |
| 2024-10-05 | 2024-09-20 | 15 | Spouse | NKENike Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-10-05 | 2024-09-20 | 15 | Spouse | AAPLApple Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-10-05 | 2024-09-20 | 15 | Spouse | GWWW.W. Grainger | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-10-05 | 2024-09-20 | 15 | Spouse | ACNAccenture Plc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-10-05 | 2024-09-20 | 15 | Spouse | MSFTMicrosoft Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-09-05 | 2024-08-28 | 8 | Spouse | NKENike Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2024-09-05 | 2024-08-27 | 9 | Spouse | AVGOBroadcom Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2024-09-05 | 2024-08-22 | 14 | Spouse | NSCNorfolk Southern Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-08-11 | 2024-07-25 | 17 | Spouse | LOWLowe's Companies | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-08-11 | 2024-07-25 | 17 | Spouse | PEPPepsico Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-08-11 | 2024-07-17 | 25 | Spouse | XOMExxon Mobil Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-08-11 | 2024-07-17 | 25 | Spouse | MSFTMicrosoft Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-08-11 | 2024-07-17 | 25 | Spouse | CCitigroup Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-08-11 | 2024-07-01 | 41 | Spouse | AVGOBroadcom Ltd | Purchase | $1,001 - $15,000 | eFD → |
| 2024-07-11 | 2024-06-27 | 14 | Spouse | APDAir Products and Chemicals | Sale (full) | $1,001 - $15,000 | eFD → |
| 2024-05-13 | 2024-04-23 | 20 | Spouse | AAPLApple Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-05-13 | 2024-04-23 | 20 | Spouse | MSFTMicrosoft Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-05-13 | 2024-04-23 | 20 | Spouse | JPMJP Morgan Chase & Company | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-05-13 | 2024-04-09 | 34 | Spouse | MSFTMicrosoft Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-05-13 | 2024-04-09 | 34 | Spouse | AAPLApple Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-05-13 | 2024-04-09 | 34 | Spouse | GWWW.W. Grainger | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-05-13 | 2024-04-09 | 34 | Spouse | SPGIS&P Global Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-03-15 | 2024-02-27 | 17 | Spouse | ZTSZoetis Inc Cl A | Purchase | $15,001 - $50,000 | eFD → |
| 2024-03-15 | 2024-02-23 | 21 | Spouse | SBUXStarbucks Corp | Purchase | $15,001 - $50,000 | eFD → |
| 2024-03-15 | 2024-02-15 | 29 | Spouse | BDXBecton Dickinson and Company | Sale (full) | $1,001 - $15,000 | eFD → |
| 2024-03-15 | 2024-02-09 | 35 | Spouse | MDTMedtronic Inc | Sale (full) | $1,001 - $15,000 | eFD → |
| 2024-02-14 | 2024-01-19 | 26 | Member | ENBEnbridge Inc | Sale (full) | $1,001 - $15,000 | eFD → |
| 2024-02-14 | 2024-01-19 | 26 | Spouse | ESEversource Energy | Sale (full) | $1,001 - $15,000 | eFD → |
| 2024-01-12 | 2023-12-29 | 14 | Member | TFCTruist Financial Corp | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2024-01-12 | 2023-12-19 | 24 | Spouse | JPMJP Morgan Chase & Company | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-01-12 | 2023-12-19 | 24 | Spouse | ACNAccenture Plc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-01-12 | 2023-12-19 | 24 | Spouse | MSFTMicrosoft Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-01-12 | 2023-12-19 | 24 | Spouse | AAPLApple Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-01-12 | 2023-12-19 | 24 | Spouse | ADIAnalog Devices | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-01-12 | 2023-12-18 | 25 | Spouse | MSFTMicrosoft Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-01-12 | 2023-12-18 | 25 | Spouse | PFEPfizer Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-01-12 | 2023-12-18 | 25 | Spouse | MDLZMondelez Intl Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-01-12 | 2023-12-18 | 25 | Spouse | KOCoca-Cola Company | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-01-12 | 2023-12-01 | 42 | Spouse | CSCOCisco Systems Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2024-01-12 | 2023-12-01 | 42 | Spouse | SPGIS&P Global Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2024-01-12 | 2023-12-01 | 42 | Spouse | CMCSAComcast Corp A | Purchase | $1,001 - $15,000 | eFD → |
| 2024-01-12 | 2023-12-01 | 42 | Spouse | CVXChevron Corp | Purchase | $1,001 - $15,000 | eFD → |
| 2023-12-19 | 2023-11-27 | 22 | Spouse | SHELRoyal Dutch Shell Plc ADR | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-12-19 | 2023-11-27 | 22 | Spouse | WFCWells Fargo & Company | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2023-12-11 | 2023-11-30 | 11 | Spouse | MSFTMicrosoft Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2023-10-14 | 2023-09-27 | 17 | Spouse | SPGIS&P Global Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2023-10-14 | 2023-09-22 | 22 | Spouse | UNHUnitedhealth Group Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2023-10-14 | 2023-09-22 | 22 | Spouse | ACNAccenture Plc | Purchase | $1,001 - $15,000 | eFD → |
| 2023-10-14 | 2023-09-21 | 23 | Spouse | RTXRtx Corp | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-10-14 | 2023-09-01 | 43 | Spouse | USBU.S. Bancorp | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-09-15 | 2023-08-22 | 24 | Spouse | MSFTMicrosoft Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2023-09-15 | 2023-08-22 | 24 | Spouse | LOWLowe's Companies | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2023-09-15 | 2023-08-22 | 24 | Spouse | AAPLApple Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2023-09-15 | 2023-08-02 | 44 | Spouse | FDSFactset Research Systems Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2023-09-15 | 2023-08-02 | 44 | Spouse | AFLAflac Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2023-07-17 | 2023-06-22 | 25 | Spouse | MSFTMicrosoft Corporation - Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2023-07-17 | 2023-06-14 | 33 | Spouse | AAPLApple Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2023-07-17 | 2023-06-14 | 33 | Spouse | CLXClorox Company (The) Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-07-17 | 2023-06-14 | 33 | Spouse | NKENike, Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2023-07-17 | 2023-06-12 | 35 | Spouse | MSFTMicrosoft Corporation - Common Stock | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2023-07-17 | 2023-06-12 | 35 | Spouse | AMGNAmgen Inc. - Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-07-17 | 2023-06-12 | 35 | Spouse | CBChubb Limited Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-07-17 | 2023-06-07 | 40 | Spouse | WMTWalmart Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2023-06-14 | 2023-05-10 | 35 | Spouse | CCitigroup, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2023-06-14 | 2023-05-10 | 35 | Spouse | BMYBristol-Myers Squibb Company Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-06-14 | 2023-05-10 | 35 | Spouse | XOMExxon Mobil Corporation Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2023-06-14 | 2023-05-10 | 35 | Spouse | WFCWells Fargo & Company Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2023-05-15 | 2023-04-04 | 41 | Spouse | MCDMcDonald's Corporation Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2023-05-15 | 2023-04-04 | 41 | Spouse | UPSUnited Parcel Service, Inc. Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-05-15 | 2023-04-04 | 41 | Spouse | DUKDuke Energy Corporation (Holding Company) Common S | Sale (full) | $15,001 - $50,000 | eFD → |
| 2023-03-13 | 2023-02-23 | 18 | Spouse | WFCwells fargo | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2023-03-13 | 2023-02-06 | 35 | Spouse | CVXchevron | Purchase | $1,001 - $15,000 | eFD → |
| 2023-01-17 | 2022-12-29 | 19 | Member | AXAHY | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-01-17 | 2022-12-29 | 19 | Spouse | WFC | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2023-01-17 | 2022-12-15 | 33 | Spouse | VFCV.F. Corporation Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2022-11-13 | 2022-10-19 | 25 | Spouse | WFCWells Fargo & Company Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2022-11-13 | 2022-10-17 | 27 | Joint | UNHUnitedHealth Group Incorporated Common Stock (DE) | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2022-11-13 | 2022-10-17 | 27 | Spouse | AFLAFLAC Incorporated Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2022-11-13 | 2022-10-17 | 27 | Spouse | BLKBlackRock, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2022-11-13 | 2022-10-17 | 27 | Spouse | UNHUnitedHealth Group Incorporated Common Stock (DE) | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2022-11-13 | 2022-10-17 | 27 | Spouse | LINLinde plc Ordinary Share | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2022-11-13 | 2022-10-17 | 27 | Spouse | MSFTMicrosoft Corporation - Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2022-11-13 | 2022-10-17 | 27 | Spouse | JNJJohnson & Johnson Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2022-11-13 | 2022-10-17 | 27 | Spouse | JPMJP Morgan Chase & Co. Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2022-11-13 | 2022-10-17 | 27 | Spouse | AAPLApple Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2022-11-13 | 2022-10-17 | 27 | Spouse | LOWLowe's Companies, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2022-08-10 | 2022-07-11 | 30 | Spouse | GWWW.W. Grainger, Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2022-08-10 | 2022-07-01 | 40 | Spouse | COSTCostco Wholesale Corporation - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2022-07-15 | 2022-06-30 | 15 | Spouse | MMM3M Company Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2022-07-15 | 2022-06-17 | 28 | Spouse | MSFTMicrosoft Corporation - Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2022-07-15 | 2022-06-17 | 28 | Spouse | INTCIntel Corporation - Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2022-07-15 | 2022-06-17 | 28 | Spouse | IBMInternational Business Machines Corporat | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2022-07-15 | 2022-06-17 | 28 | Spouse | KOCoca-Cola Company (The) Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2022-07-15 | 2022-06-17 | 28 | Spouse | BMYBristol-Myers Squibb Company Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2022-07-15 | 2022-06-16 | 29 | Spouse | FFord Motor Company Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2022-07-15 | 2022-06-16 | 29 | Spouse | INTCIntel Corporation - Common Stock | Sale (full) | $15,001 - $50,000 | eFD → |
| 2022-07-15 | 2022-06-01 | 44 | Spouse | CMSCMS Energy Corporation Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2022-06-12 | 2022-05-26 | 17 | Spouse | NEENextEra Energy, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2022-06-12 | 2022-05-25 | 18 | Spouse | WECWEC Energy Group, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2022-03-11 | 2022-02-24 | 15 | Spouse | AAPLApple Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2022-03-11 | 2022-02-24 | 15 | Spouse | LHXL3Harris Technologies, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2022-03-11 | 2022-02-24 | 15 | Spouse | NEENextEra Energy, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2022-03-11 | 2022-02-24 | 15 | Spouse | LOWLowe's Companies, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2022-03-11 | 2022-02-24 | 15 | Spouse | MSFTMicrosoft Corporation - Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2022-01-21 | 2021-12-28 | 24 | Member | VZVerizon Communications Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2025 report.
126 assets with a value on the report filed 2026-05-11, 97 of them shares or options of a listed company. Values are the ranges on the form. Assets are held by the member, a spouse or a dependent child, as reported. Open the report.
| Asset | Type | Owner | Value (as filed) |
|---|---|---|---|
| HBANHuntington Bancshares Incorporated (NASDAQ) | Stock | Joint | $1,001 - $15,000 |
| AUBAtlantic Union Bankshares Corporation | Stock | Member | $15,001 - $50,000 |
| CSCOCisco Systems, Inc. (NASDAQ) | Stock | Member | $1,001 - $15,000 |
| C-Citigroup Inc. (NYSE) | Stock | Member | $50,001 - $100,000 |
| DISThe Walt Disney Company (NYSE) | Stock | Member | $1,001 - $15,000 |
| DUKDuke Energy Corporation (NYSE) | Stock | Member | $1,001 - $15,000 |
| TRVThe Travelers Companies, Inc. (NYSE) | Stock | Member | $100,001 - $250,000 |
| TFCTruist Financial Corporation | Stock | Member | $15,001 - $50,000 |
| VZVerizon Communications Inc. (NYSE) | Stock | Member | $1,001 - $15,000 |
| AMGNAmgen Inc. - Common Stock | Stock | Member | $1,001 - $15,000 |
| ADIAnalog Devices | Stock | Member | $1,001 - $15,000 |
| BACBank of America Corporation Common Stock | Stock | Member | $1,001 - $15,000 |
| KOCoca-Cola Company | Stock | Member | $1,001 - $15,000 |
| CVSCVS Health Corporation Common Stock | Stock | Member | $1,001 - $15,000 |
| FERGFerguson Plc | Stock | Member | $1,001 - $15,000 |
| GILDGilead Sciences, Inc. - Common Stock | Stock | Member | $1,001 - $15,000 |
| LMTLockheed Martin Corporation | Stock | Member | $1,001 - $15,000 |
| LOWLowe's Companies, Inc. Common Stock | Stock | Member | $1,001 - $15,000 |
| LVMH MOET HENNESSY LOUIS VUITTON | Other | Member | $1,001 - $15,000 |
| MRKMerck & Co., Inc. | Stock | Member | $1,001 - $15,000 |
| MSFTMicrosoft Corporation | Stock | Member | $1,001 - $15,000 |
| MDLZMondelez International, Inc. | Stock | Member | $1,001 - $15,000 |
| NVSNovartis AG | Stock | Member | $1,001 - $15,000 |
| QCOMQUALCOMM Incorporated - Common Stock | Stock | Member | $1,001 - $15,000 |
| QSRRestaurant Brands International Inc | Stock | Member | $1,001 - $15,000 |
| Roche Holding AG | Stock | Member | $1,001 - $15,000 |
| RPMRPM International Inc. Common Stock | Stock | Member | $1,001 - $15,000 |
| SNASnap-On Incorporated Common Stock | Stock | Member | $1,001 - $15,000 |
| WMBWilliams Companies, Inc. (The) Common Stock | Stock | Member | $1,001 - $15,000 |
| Wells Fargo | Other | Member | $100,001 - $250,000 |
| SINAX-ClearBridge Large Cap Value A (NASDAQ) | Fund | Member | $100,001 - $250,000 |
| AUBAtlantic Union Bankshares Corporation | Stock | Member | $1,001 - $15,000 |
| GDGeneral Dynamics Corporation | Stock | Member | $1,001 - $15,000 |
| GWWW.W. Grainger, Inc. | Stock | Member | $1,001 - $15,000 |
| LHXL3Harris Technologies, Inc. | Stock | Member | $1,001 - $15,000 |
| ITWIllinois Tool Works Inc. | Stock | Member | $1,001 - $15,000 |
| JNJJohnson & Johnson | Stock | Member | $1,001 - $15,000 |
| LOWLowe's Companies, Inc. | Stock | Member | $1,001 - $15,000 |
| MCD-McDonald's Corp. | Stock | Member | $1,001 - $15,000 |
| MDTMedtronic plc | Stock | Member | $1,001 - $15,000 |
| MSFTMicrosoft Corporation | Stock | Member | $1,001 - $15,000 |
| NEENextEra Energy, Inc. | Stock | Member | $1,001 - $15,000 |
| NSCNorfolk Southern Corporation | Stock | Member | $1,001 - $15,000 |
| UBSIUnited Bankshares Inc. | Stock | Member | $1,001 - $15,000 |
| Wells Fargo Bank | Other | Member | $1,001 - $15,000 |
| TFCTruist Financial Corporation | Stock | Member | $50,001 - $100,000 |
| Kellanova Common Stock | Stock | Member | None (or less than $1,001) |
| Belle Meade Associates NY, L.P. | Other | Member | $500,001 - $1,000,000 |
| WFCWells Fargo & Company | Stock | Member | $1,001 - $15,000 |
| Life Insurance Policy | Other | Member | $1,001 - $15,000 |
| CSCO-Cisco Systems, Inc. (NASDAQ) | Stock | Spouse | $1,001 - $15,000 |
| C-Citigroup Inc. (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| KOThe Coca-Cola Company (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| XOMExxon Mobil Corporation (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| INTCIntel Corporation (NASDAQ) | Stock | Spouse | $1,001 - $15,000 |
| IBMInternational Business Machines Corporation (NYSE) | Stock | Spouse | $15,001 - $50,000 |
| MSFTMicrosoft Corporation (NASDAQ) | Stock | Spouse | None (or less than $1,001) |
| UBSIUnited Bankshares, Inc. - Common Stock | Stock | Spouse | $100,001 - $250,000 |
| WFCWells Fargo & Company Common Stock | Stock | Spouse | None (or less than $1,001) |
| Edgewood Country Club | Other | Spouse | $1,001 - $15,000 |
| KO-The Coca-Cola Company (NYSE) | Stock | Spouse | $15,001 - $50,000 |
| XOM-Exxon Mobil Corporation (NYSE) | Stock | Spouse | $15,001 - $50,000 |
| JNJ-Johnson & Johnson (NYSE) | Stock | Spouse | $15,001 - $50,000 |
| MCD-McDonald's Corp. (NYSE) | Stock | Spouse | $15,001 - $50,000 |
| MSFT-Microsoft Corporation (NASDAQ) | Stock | Spouse | $100,001 - $250,000 |
| MDLZ-Mondelez International, Inc. (NASDAQ) | Stock | Spouse | $15,001 - $50,000 |
| PFE-Pfizer Inc. (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| AAPL-Apple Inc. | Stock | Spouse | $50,001 - $100,000 |
| Wells Fargo | Other | Spouse | $1,001 - $15,000 |
| AFLAFLAC Inc. (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| ADIAnalog Devices, Inc. (NASDAQ) | Stock | Spouse | $15,001 - $50,000 |
| ADPAutomatic Data Processing, Inc. (NASDAQ) | Stock | Spouse | $15,001 - $50,000 |
| CVXChevron Corporation (NYSE) | Stock | Spouse | $15,001 - $50,000 |
| CBThe Chubb Corporation (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| CLColgate-Palmolive Co. (NYSE) | Stock | Spouse | None (or less than $1,001) |
| EMREmerson Electric Co. (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| FDS-FactSet Research Systems Inc. (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| GDGeneral Dynamics Corporation (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| LHXL3Harris Technologies, Inc. | Stock | Spouse | $1,001 - $15,000 |
| ITWIllinois Tool Works Inc. (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| JNJJohnson & Johnson (NYSE) | Stock | Spouse | $15,001 - $50,000 |
| LOWLowe's Companies Inc. (NYSE) | Stock | Spouse | $15,001 - $50,000 |
| MCDMcDonald's Corp. (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| MSFTMicrosoft Corporation (NASDAQ) | Stock | Spouse | $50,001 - $100,000 |
| NEENextEra Energy, Inc. (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| PAYXPaychex, Inc. (NASDAQ) | Stock | Spouse | $1,001 - $15,000 |
| PEPPepsico, Inc. (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| PSXPhillips 66 (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| PGThe Procter & Gamble Company (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| TGTTarget Corp. (NYSE) | Stock | Spouse | None (or less than $1,001) |
| WMTWal-Mart Stores Inc. (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| WEC-Wisconsin Energy Corp. (NYSE) | Stock | Spouse | $1,001 - $15,000 |
| ABTAbbott Laboratories | Stock | Spouse | $15,001 - $50,000 |
| AMGNAmgen Inc. | Stock | Spouse | $15,001 - $50,000 |
| BLKBlackRock, Inc. | Stock | Spouse | $15,001 - $50,000 |
| NKENIKE, Inc. | Stock | Spouse | None (or less than $1,001) |
| ACNAccenture plc | Stock | Spouse | $15,001 - $50,000 |
| CSCOCisco Systems, Inc. | Stock | Spouse | $15,001 - $50,000 |
| JPMJPMorgan Chase & Co. | Stock | Spouse | $15,001 - $50,000 |
| CMCSAComcast Corporation | Stock | Spouse | None (or less than $1,001) |
| AAPLApple Inc. | Stock | Spouse | $50,001 - $100,000 |
| LINLinde plc | Stock | Spouse | $15,001 - $50,000 |
| AMTAmerican Tower Corporation (REIT) | Stock | Spouse | $1,001 - $15,000 |
| UNHUnitedHealth Group Incorporated | Stock | Spouse | None (or less than $1,001) |
| PPGPPG Industries, Inc. Common Stock | Stock | Spouse | None (or less than $1,001) |
| CMSCMS Energy Corporation Common Stock | Stock | Spouse | $1,001 - $15,000 |
| COSTCostco Wholesale Corporation - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| GWWW.W. Grainger, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| SPGIS&P Global Inc | Stock | Spouse | $1,001 - $15,000 |
| SBUXStarbucks Corp | Stock | Spouse | $1,001 - $15,000 |
| ZTSZoetis Inc Cl A | Stock | Spouse | $1,001 - $15,000 |
| AVGOBroadcom Ltd | Stock | Spouse | $15,001 - $50,000 |
| CSLCarlisle Companies Inc | Stock | Spouse | $1,001 - $15,000 |
| GE Aerospace | Stock | Spouse | $1,001 - $15,000 |
| CEGConstellation Energy Corporation - Common Stock When-Issued | Stock | Spouse | $1,001 - $15,000 |
| METAMeta Platforms, Inc. - Class A Common Stock | Stock | Spouse | $15,001 - $50,000 |
| GOOGLAlphabet Inc. - Class A Common Stock | Stock | Spouse | $15,001 - $50,000 |
| AXPAmerican Express Company Common Stock | Stock | Spouse | $15,001 - $50,000 |
| PLDPrologis, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| SHWSherwin-Williams Company (The) Common Stock | Stock | Spouse | $1,001 - $15,000 |
| LLYEli Lilly and Company Common Stock | Stock | Spouse | $15,001 - $50,000 |
| Wells Fargo Bank | Other | Spouse | None (or less than $1,001) |
| UBSIUnited Bankshares, Inc. - Common Stock | Stock | Spouse | $100,001 - $250,000 |
| Belle Meade Associates NT LP | Other | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| Life Insurance Policy | Other | Spouse | $1,001 - $15,000 |
| United Bankshares unvested stock grants | Other | Spouse | None (or less than $1,001) |
How reports are read: holdings methodology.