Jared Moskowitz D
Democratic representative for Florida (FL-23), in the House since Jan 3, 2023.
- Foreign Affairs
- Judiciary
- House Select Subcommittee to Investigate the Remaining Questions Surrounding January 6, 2021
Among all 439 members
Each dot is a member; Moskowitz is the ringed one. Hover or tap a dot for who it is.
Raised
Their campaign's receipts in its latest two-year period (FEC); a log scale
Votes with their party
On party votes in the 119th Congress: most Democrats against most Republicans
Missed votes
Share of the 119th Congress's roll calls they didn't vote on
Lobbyists' giving
Contributions and honors lobbyists and their firms report giving them (LD-203), 2021 on; a log scale
Money from out of state
Share of their itemized individual contributions from donors outside their state, latest period (FEC)
Bills sponsored
In the 119th Congress (GovInfo's bill records)
Voting record
Voteview's DW-NOMINATE first dimension, from every roll call they cast
Where their campaign money comes from
- Individuals
- PACs
- Parties
- Candidate's own money
- Other
See the data
| Period | Raised | Individuals | PACs | Parties | Own money | Spent | Cash | Outside for | Outside against |
|---|---|---|---|---|---|---|---|---|---|
| 2025–26 | $5,710,776 | $4,169,141 | $945,210 | $0 | $0 | $4,849,990 | $1,210,073 | $583,031 | $100 |
| 2023–24 | $2,358,065 | $1,576,746 | $571,715 | $1,000 | $0 | $2,091,402 | $349,287 | $64 | $0 |
| 2021–22 | $1,752,697 | $1,143,496 | $257,501 | $0 | $305,800 | $1,670,074 | $82,624 | $677,819 | $0 |
FEC totals through Oct 14, 2026.
Who gives to them
Their itemized individual contributions (over $200 from a donor in an election cycle): from inside Florida versus everywhere else, each period.
- From Florida
- From out of state
Where it came from
- Less
- More
- Their state
Their donors' employers
Employers as donors wrote them, 2021 on (retired and not employed donors aside).
The largest donors, and the numbers
| Period | Itemized | Contributions | From FL | Retired donors |
|---|---|---|---|---|
| 2025–26 | $1,711,828 | 4,543 | 37% | 1% |
| 2023–24 | $1,278,404 | 2,049 | 65% | 0% |
| 2021–22 | $589,873 | 343 | 83% | 1% |
| Donor | Where | Employer, occupation | Total |
|---|---|---|---|
| HORVITZ, DAVID | FORT LAUDERDALE, FL | SOUTHOCEAN CAPITAL PARTNERS, INVESTMENT MANAGEMENT | $14,200 |
| MINDLIN, BRAD | INCLINE VILLAGE, NV | ORO CAPITAL ADVISORS, MANAGING PARTNER | $14,000 |
| BOGDAN, MICHAEL | DEERFIELD BEACH, FL | TESTING MATTERS INC, SELF | $13,600 |
| KLARMAN, SETH | CHARLESTOWN, MA | THE BAUPOST GROUP, CEO | $13,600 |
| ZAFFIRINI, CARLOS | AUSTIN, TX | AHCV, CEO | $13,200 |
| BOGEN, MARK DAVID | CORAL SPRINGS, FL | BOGEN LAW GROUP P.A., ATTORNEY | $13,000 |
| MACKECHNIE, JEAN | TAMPA, FL | AMSCOT FINANCIAL, FINANCIAL SERVICES | $12,500 |
| BELL, MARC | BOCA RATON, FL | TERRAN ORBITAL, CEO | $12,400 |
| FANJUL, ALFONSO | WEST PALM BEACH, FL | FLORIDA CRYSTALS CORPORATION, EXECUTIVE | $12,400 |
| FANJUL, RAYSA | WEST PALM BEACH, FL | NOT EMPLOYED, NOT EMPLOYED | $12,400 |
| GROSS, SHELDON E | HILLSBORO BEACH, FL | 1600 PENN, COO | $12,400 |
| NEWMAN, MARK | OREM, UT | NOMI HEALTH, CEO | $12,400 |
| PERKINS, RANDAL | DEERFIELD BEACH, FL | ASHBRITT INC, CHAIRMAN | $12,400 |
| BOOK, PAT | AVENTURA, FL | NOT EMPLOYED, HOMEMAKER | $10,800 |
| FRIEDMAN, BERNARD J | FORT LAUDERDALE, FL | BECKER, LAWYER | $8,900 |
| PHILLIPS, JOELLEN | PALM HARBOR, FL | NOT EMPLOYED, NOT EMPLOYED | $8,660 |
| BEKENSTEIN, ANITA | GORHAM, ME | NOT EMPLOYED, NOT EMPLOYED | $7,000 |
| BEKENSTEIN, JOSHUA | GORHAM, ME | NOT EMPLOYED, NOT EMPLOYED | $7,000 |
| BOUCHER, ROSS | SAN FRANCISCO, CA | NO EMPLOYER, NO EMPLOYER | $7,000 |
| BRAMAN, IRMA | INDIAN CREEK VILLAGE, FL | NOT EMPLOYED, NOT EMPLOYED | $7,000 |
| CROTTY, THOMAS | SCOTTSDALE, AZ | NOT EMPLOYED, NOT EMPLOYED | $7,000 |
| DEAN, NATHANIEL | NEW YORK, NY | CAPULA INVESTMENTS US, PORTFOLIO MANAGER | $7,000 |
| DUCHOSSOIS, CRAIG | CHICAGO, IL | DUCHOSSOIS CAPITAL MANAGEMENT, EXECUTIVE CHAIRMAN EMERITUS | $7,000 |
| EISENSON, BARBARA | BOSTON, MA | NOT EMPLOYED, NOT EMPLOYED | $7,000 |
| EISENSON, MICHAEL | BOSTON, MA | CHARLESBANK CAPITAL PARTNERS, INVESTOR | $7,000 |
Their biggest PAC and party givers
All 25
| Committee | Connected organization | Total | Gifts |
|---|---|---|---|
| AMERICAN ISRAEL PUBLIC AFFAIRS COMMITTEE POLITICAL ACTION COMMITTEE | $34,994 | 8 | |
| UNITED STATES SUGAR CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN POLITICAL ACTION COMMITTEE, | UNITED STATES SUGAR CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN POLITICAL ACTION COMMITTEE, | $30,000 | 7 |
| SOUTHERN GLAZER'S WINE AND SPIRITS PAC | NONE | $30,000 | 5 |
| AMERICAN ASSOCIATION FOR JUSTICE POLITICAL ACTION COMMITTEE (AAJ PAC) | AMERICAN ASSOCIATION FOR JUSTICE (AAJ) | $27,500 | 10 |
| NEXTERA ENERGY, INC. POLITICAL ACTION COMMITTEE | NEXTERA ENERGY, INC | $25,500 | 10 |
| PAC TO THE FUTURE | PELOSI | $25,000 | 6 |
| JOBS, EDUCATION, & FAMILIES FIRST JEFF PAC | JEFFRIES | $25,000 | 5 |
| INTERNATIONAL ASSOCIATION OF SHEET METAL, AIR, RAIL AND TRANSPORTATION WORKERS POLITICAL ACTION LEAGUE | INTERNATIONAL ASSOCIATION OF SHEET METAL, AIR, RAIL AND TRANSPORTATION WORKERS | $21,500 | 5 |
| THE COUNCIL OF INSURANCE AGENTS & BROKERS POLITICAL ACTION COMMITTEE | COUNCIL OF INSURANCE AGENTS & BROKERS | $21,000 | 7 |
| NEA FUND FOR CHILDREN AND PUBLIC EDUCATION | NATIONAL EDUCATION ASSOCIATION | $21,000 | 10 |
| NATIONAL ASSOCIATION OF REALTORS POLITICAL ACTION COMMITTEE | NATIONAL ASSOCIATION OF REALTORS | $20,000 | 8 |
| MACHINISTS NON PARTISAN POLITICAL LEAGUE OF THE INTERNATIONAL ASSOCIATION OF MACHINISTS & AEROSPACE WORKERS | INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS | $20,000 | 4 |
| GUIDEWELL MUTUAL HOLDING CORPORATION POLITICAL ACTION COMMITTEE (GUIDEWELL PAC) | GUIDEWELL MUTUAL HOLDING CORPORATION | $20,000 | 6 |
| DEMOCRACY SUMMER 2024 | NONE | $20,000 | 1 |
| AMERIPAC: THE FUND FOR A GREATER AMERICA | HOYER | $20,000 | 4 |
| NEW DEMOCRAT COALITION ACTION FUND | NEWDEM SUMMER VICTORY FUND | $19,000 | 9 |
| NIKE INC FEDERAL POLITICAL ACTION COMMITTEE (NIKE FEDERAL PAC) | NIKE, INC. | $18,500 | 7 |
| NATIONAL BEER WHOLESALERS ASSOCIATION POLITICAL ACTION COMMITTEE | NATIONAL BEER WHOLESALERS ASSOCIATION | $17,500 | 9 |
| AMERICAN FEDERATION OF TEACHERS, AFL-CIO COMMITTEE ON POLITICAL EDUCATION | $17,500 | 4 | |
| INFIN, A FINANCIAL SERVICES ALLIANCE, INC. PAC ('INFIN PAC') | INFIN, A FINANCIAL SERVICES ALLIANCE, INC. | $17,000 | 4 |
| ELEVANCE HEALTH, INC. POLITICAL ACTION COMMITTEE (ELEVANCE HEALTH PAC) | ELEVANCE HEALTH, INC. | $16,500 | 9 |
| NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION PAC | NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION | $15,500 | 9 |
| UA UNION PLUMBERS & PIPEFITTERS VOTE! PAC (UNITED ASSOCIATION OF JOURNEYMEN AND APPRENTICES OF THE PLUMBING & PIPEFITTING INDUSTRY OF THE UNITED STATES AND CANADA) | PLUMBERS & STEAMFITTERS LOCAL 22 PAC INC | $15,000 | 3 |
| NATIONAL AUTOMOBILE DEALERS ASSOCIATION POLITICAL ACTION COMMITTEE | NATIONAL AUTOMOBILE DEALERS ASSOCIATION | $15,000 | 9 |
| HUMANA INC. POLITICAL ACTION COMMITTEE | HUMANA INC. | $15,000 | 6 |
Outside spending for and against them
- Against them
- For them
Who spent it
See the data
| Spender | For or against | Total | Reports |
|---|---|---|---|
| THINK BIG | for | $309,572 | 4 |
| PROTECT OUR FUTURE PAC | for | $262,426 | 3 |
| MOVING BROWARD FORWARD PAC | for | $255,287 | 64 |
| NEW DEMOCRAT MAJORITY | for | $250,000 | 1 |
| WEB3 FORWARD | for | $159,556 | 2 |
| PROGRESSIVE TURNOUT PROJECT | for | $23,075 | 1 |
| FLORIDA FREEDOM PAC | for | $540 | 5 |
| OUR BLUE DEMOCRACY | for | $332 | 2 |
| HYPOCRITES AGAINST POLITICAL TEXTING | against | $100 | 1 |
| GIVEGREEN UNITED ACTION | for | $54 | 2 |
| JDCA PAC | for | $52 | 1 |
| SIERRA CLUB INDEPENDENT ACTION | for | $20 | 2 |
What lobbyists report giving them
By the lobbying firm or organization that filed: contributions to their campaigns and PACs, and payments to honor them (LD-203).
All 25
Earmarks they asked for
Congressionally directed spending enacted at their request, alone or with others: 29 earmarks, $26.6M. 2 went to an organization whose employees gave to Moskowitz's campaigns ($2.0M).
- To an organization whose employees gave to them
- To one whose lobbying firm's lobbyists gave to them
- Other earmarks
Against chance: set beside the earmarks other members of their state's delegation asked for on their own, in the same year and account, 2 of the 29 of theirs went to their donors' employers; chance gives about 0: about what chance gives (a little more, within chance).
The largest
All 29
| Year | Recipient | Amount | Asked with | Its employees gave them | Its lobbying firm gave them |
|---|---|---|---|---|---|
| FY 2026 | City of Boca Raton Jeffrey Street Highway Grade Crossing Project Department of Housing and Urban Development · Community Development Fund · FL | $2,000,000 | BGR GOVERNMENT AFFAIRS ($6,500) | ||
| FY 2026 | City of Parkland Park Improvements for Parkland Department of Housing and Urban Development · Community Development Fund · FL | $1,500,000 | |||
| FY 2026 | City of Fort Lauderdale Las Olas Corridor Improvements Project Department of Housing and Urban Development · Community Development Fund · FL | $1,200,000 | AKIN GUMP STRAUSS HAUER & FELD ($1,500) | ||
| FY 2026 | City of Deerfield Beach for Martin Luther King Jr. Avenue Stormwater Project Environmental Protection Agency · STAG—Clean Water State Revolving Fund · FL | $1,092,000 | |||
| FY 2026 | City of Coral Springs for Water Treatment Plant Upgrade Environmental Protection Agency · STAG—Drinking Water State Revolving Fund · FL | $1,092,000 | |||
| FY 2026 | Florida Atlantic University Fabrication Laboratory Equipment for Preparing the Semiconductor Workforce DOC · NIST— STRS · FL | $1,031,000 | BALLARD PARTNERS ($500) | ||
| FY 2026 | City of Coconut Creek Fiber Optic Ring for Resiliency & Redundancy of Fiber Optics Network DOJ · COPS Tech · FL | $1,031,000 | |||
| FY 2026 | Florida International University Wind Engineering Research Test-Bed and Technology and Innovation for American Leadership DOC · NOAA— CZM · FL | $1,031,000 | |||
| FY 2026 | City of Wilton Manors Wilton Manors Security Upgrade DOJ · COPS Tech · FL | $1,010,000 | $250, 1 donor | ||
| FY 2026 | Port Everglades Bypass Road Department of Transportation · Highway Infrastructure Programs · FL | $1,000,000 | |||
| FY 2026 | Palm Beach County Burt Aaronson South County Regional Park Improvements Department of Housing and Urban Development · Community Development Fund · FL | $850,000 | BALLARD PARTNERS ($500) | ||
| FY 2026 | Dixie Highway Safety Fence Phase 2 Department of Transportation · Highway Infrastructure Programs · FL | $850,000 | |||
| FY 2026 | City of Coral Springs Everglades Memorial Loop Phase 2 Department of Housing and Urban Development · Community Development Fund · FL | $800,000 | |||
| FY 2026 | Broward Sheriff’s Office School Safety Response Equipment and Training Enhancement DOJ · OJP—Byrne · FL | $366,000 | |||
| FY 2026 | Lighthouse Point NE 28th Street Bridge Replacement Phase 1 Department of Transportation · Highway Infrastructure Programs · FL | $250,000 | |||
| FY 2024 | City of Deerfield Beach Martin Luther King Jr. Avenue Stormwater Project The City of Deerfield Beach Department of Housing and Urban Development · Community Development Fund · FL | $1,500,000 | |||
| FY 2024 | Loxahatchee Road Improvements Loxahatchee Road Improvements FL Department of Transportation · Highway Infrastructure Programs · FL | $1,116,279 | |||
| FY 2024 | Sample Road Bridge Replacement Planning Sample Road Bridge Replacement Planning FL Department of Transportation · Highway Infrastructure Programs · FL | $1,000,000 | |||
| FY 2024 | Broward County Real Time Crime Center Expansion Broward Sheriff's Office Department of Justice · OJP–Byrne · FL | $963,000 | |||
| FY 2024 | Police Department Body-Worn Cameras and Related Technologies City of Coconut Creek Department of Justice · OJP–Byrne · FL | $963,000 | |||
| FY 2024 | North Regional Emergency 911 Public Safety Answering Point (PSAP) Equipment Broward County Department of Justice · COPS Tech · FL | $963,000 | $100, 1 donor | ||
| FY 2024 | Coral Nursery Center for Reef Restoration and Preservation Nova Southeastern University Halmos College of Arts and Sciences and Guy Harvey Oceanographic Researc Coral Nursery Center for Reef Restoration and Preservation Nova Southeastern University Halmos College of Arts and Sciences and Guy Harvey Oceanographic Research Center Department of Commerce · NOAA–CZM (Coastal Zone Management) · FL | $963,000 | |||
| FY 2024 | Sustainable Estuarine and Marine Protection System University of Miami Department of Commerce · NOAA–CZM (Coastal Zone Management) · FL | $963,000 | BALLARD PARTNERS ($4,000) | ||
| FY 2024 | Breakers Avenue Streetscape Project City of Fort Lauderdale Department of Housing and Urban Development · Community Development Fund · FL | $850,000 | AKIN GUMP STRAUSS HAUER & FELD ($2,500) | ||
| FY 2024 | Critical Homeless Support Service Hotspots Project City of Fort Lauderdale Department of Housing and Urban Development · Community Development Fund · FL | $850,000 | AKIN GUMP STRAUSS HAUER & FELD ($2,500) | ||
| FY 2024 | SW 7th Avenue Bridge Rehabilitation SW 7th Avenue Bridge Rehabilitation FL Department of Transportation · Highway Infrastructure Programs · FL | $500,000 | |||
| FY 2024 | Bus Shelter Expansion Palm Beach County Board of County Commissioners—Palm Tran Department of Transportation · Transit Infrastructure Grants · FL | $500,000 | |||
| FY 2024 | Police Park Safety Project City of Coral Springs Police Park Safety Project City of Coral Springs Department of Justice · COPS Tech · FL | $200,000 | |||
| FY 2024 | Security and Safety Technology for Pace Center for Girls, a Juvenile Justice Prevention and Early Intervention Program Pace Center for Girls, Inc. Department of Housing and Urban Development · Community Development Fund · FL | $180,000 |
Fiscal years 2022–24 from GAO's Tracking the Funds data; 2026 from the House Appropriations Committee's tables. Matched to donors' employers and lobbying clients by name only; an employer's gifts are those in two-year periods up to the earmark's year, shown on each of its earmarks.
How they've voted lately
Their last 150 roll calls in the 119th Congress, oldest to newest.
- Yea
- Nay
- Not voting
- Against their party
On the most-lobbied bills
How many clients' lobbying reports named each bill; the bar's color is their vote on its deciding roll call.
Every vote
| Date | Question | Measure | Vote | Result |
|---|---|---|---|---|
| Sep 16, 2026 | On Motion to Suspend the Rules and Pass | S. 2403 Retire through Ownership Act | yea | Passed |
| Sep 16, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 9497 Water Resources Development Act | yea | Passed |
| Sep 16, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 9340 Ratepayer Protection Act | yea | Passed |
| Sep 16, 2026 | On Passage | 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 A | nay | Passed |
| Sep 16, 2026 | On Passage | H.R. 10326 PROOF Act | nay | Passed |
| Sep 16, 2026 | On Passage | H.R. 9576 National Fraud Enforcement Division Act | yea | Passed |
| Sep 16, 2026 | On Motion to Concur in the Senate Amendments | 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 p | nay | Passed |
| Sep 15, 2026 | On Agreeing to the Resolution | 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 I | yea | Passed |
| Sep 15, 2026 | On Passage | H.J.Res. 210 Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Environmental Protectio | nay | Passed |
| Sep 15, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 9500 Tax Relief for Fraud Victims Act | yea | Passed |
| Sep 15, 2026 | On Motion to Suspend the Rules and Pass | H.R. 2140 Diesel Emissions Reduction Act | yea | Passed |
| Sep 15, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 4646 Whistleblower Protection Act | yea | Passed |
| Sep 15, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 8278 Fostering the Use of Technology to Uphold Regulatory Effectiveness in Supervision Act | yea | Passed |
| Sep 15, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 2978 GUARD Act | yea | Passed |
| Sep 15, 2026 | On Agreeing to the Resolution | H.Res. 1530 Providing for consideration of the bills H.R. 9576 and H.R. 10326, providing for consideration of the joint resolutions H.J. Res. 210 and H. | nay | Passed |
| Sep 15, 2026 | On Ordering the Previous Question | H.Res. 1530 Providing for consideration of the bills H.R. 9576 and H.R. 10326, providing for consideration of the joint resolutions H.J. Res. 210 and H. | nay | Passed |
| Sep 15, 2026 | On Motion to Table | H.Res. 1486 Impeaching Donald John Trump, President of the United States, for high crimes and misdemeanors | yeaagainst party | Passed |
| Sep 14, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 3276 Local Communities & Bird Habitat Stewardship Act | yea | Passed |
| Sep 14, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 4219 National Wildlife Refuge System Invasive Species Strike Team Act | yea | Passed |
| Sep 3, 2026 | On Passage | H.R. 4795 Protect Economic and Academic Freedom Act | yeaagainst party | Passed |
| Sep 2, 2026 | On Passage | H.R. 1501 Protecting Domestic Mining Act | nay | Passed |
| Sep 2, 2026 | On Motion to Suspend the Rules and Pass | H.J.Res. 1 Proposing an amendment to the Constitution of the United States to require that the Supreme Court of the United States be composed of nine j | nay | Failed |
| Sep 1, 2026 | On Agreeing to the Resolution | H.Res. 1498 In the matter of allegations relating to Representative Chuck Edwards | yea | Passed |
| Sep 1, 2026 | On Passage | H.R. 9436 To amend the Consolidated Appropriations Act, 2023 to extend the time period for which certain regulations concerning the North Atlantic rig | not voting | Passed |
| Sep 1, 2026 | On Motion to Recommit | H.R. 9436 To amend the Consolidated Appropriations Act, 2023 to extend the time period for which certain regulations concerning the North Atlantic rig | not voting | Failed |
| Sep 1, 2026 | On Agreeing to the Resolution | H.Res. 1490 Providing for the condemnation and denouncement of socialism in all its forms, and for other purposes | not voting | Passed |
| Sep 1, 2026 | On Agreeing to the Resolution | H.Res. 1499 Providing for consideration of the bills (H.R. 1501, H.R. 9436, and H.R. 4795); providing for consideration of the resolution (H. Res. 1490) | nay | Passed |
| Sep 1, 2026 | On Ordering the Previous Question | H.Res. 1499 Providing for consideration of the bills (H.R. 1501, H.R. 9436, and H.R. 4795); providing for consideration of the resolution (H. Res. 1490) | nay | Passed |
| Sep 1, 2026 | On Motion to Suspend the Rules and Concur in the Senate Amendments | H.R. 6500 AGOA Extension Act | yea | Passed |
| Aug 31, 2026 | On Motion to Suspend the Rules and Pass | S. 32 Local Access to Courts Act | yea | Passed |
| Aug 31, 2026 | On Motion to Suspend the Rules and Pass | S. 307 Prison Staff Safety Enhancement Act | yea | Passed |
| Jul 23, 2026 | On Passage | H.R. 8884 Removing Barriers to Work for Disabled Americans Act | nay | Passed |
| Jul 23, 2026 | On Agreeing to the Resolution | H.Con.Res. 89 Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with I | yea | Passed |
| Jul 22, 2026 | On Agreeing to the Resolution | H.Con.Res. 113 Establishing the congressional budget for the United States Government for fiscal year 2027 and setting forth the appropriate budgetary leve | nay | Passed |
| Jul 22, 2026 | On Passage | H.R. 7008 Stop Insider Trading Act | yeaagainst party | Passed |
| Jul 22, 2026 | On Motion to Recommit | H.R. 7008 Stop Insider Trading Act | yea | Failed |
| Jul 22, 2026 | On Passage | H.R. 8800 National Defense Authorization Act for Fiscal Year 2027 | nay | Passed |
| Jul 22, 2026 | On Motion to Recommit | H.R. 8800 National Defense Authorization Act for Fiscal Year 2027 | yea | Failed |
| Jul 22, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 22, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Agreed to |
| Jul 22, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 22, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Agreed to |
| Jul 21, 2026 | On Passage | H.R. 9770 Making continuing appropriations for fiscal year 2027, and for other purposes | nay | Passed |
| Jul 21, 2026 | On Passage | H.R. 6955 Main Street Act | yeaagainst party | Passed |
| Jul 21, 2026 | On Motion to Recommit | H.R. 6955 Main Street Act | yea | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | not voting | Agreed to |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Agreed to |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Agreed to |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Agreed to |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | yea | Agreed to |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Resolution | H.Res. 1438 Providing for consideration of the bills (H.R. 8800, H.R. 8884, H.R. 7008, H.R. 6955, and H.R. 9770); and providing for consideration of the | nay | Passed |
| Jul 21, 2026 | On Ordering the Previous Question | H.Res. 1438 Providing for consideration of the bills (H.R. 8800, H.R. 8884, H.R. 7008, H.R. 6955, and H.R. 9770); and providing for consideration of the | nay | Passed |
| Jul 21, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 1118 Value Over Cost Act | yea | Passed |
| Jul 20, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 8823 Putting Patients First by Strengthening Provider Accountability in FECA Act | yea | Passed |
| Jul 20, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 4541 EARLY Act Reauthorization | yea | Passed |
| Jul 16, 2026 | On Motion to Recommit | H.R. 9237 Take Care of America’s Veterans Act | yea | Failed |
| Jul 16, 2026 | On Motion to Suspend the Rules and Pass | H.R. 5362 To name the Department of Veterans Affairs multispecialty clinic in Marietta, Georgia, as the “Colonel Michael H. Boyce Department of Vetera | yea | Passed |
| Jul 15, 2026 | On Passage | H.R. 8595 National Security, Department of State, and Related Programs Appropriations Act, 2027 | nay | Passed |
| Jul 15, 2026 | On Motion to Recommit | H.R. 8595 National Security, Department of State, and Related Programs Appropriations Act, 2027 | yea | Failed |
| Jul 15, 2026 | On Agreeing to the Amendment | H.R. 8595 | nay | Failed |
| Jul 15, 2026 | On Agreeing to the Amendment | H.R. 8595 | nay | Failed |
| Jul 15, 2026 | On Agreeing to the Amendment | H.R. 8595 | nayagainst party | Failed |
| Jul 15, 2026 | On Agreeing to the Amendment | H.R. 8595 | nay | Failed |
| Jul 15, 2026 | On Agreeing to the Amendment | H.R. 8595 | nay | Failed |
| Jul 14, 2026 | On Passage | H.R. 1181 Protecting Privacy in Purchases Act | nay | Passed |
| Jul 14, 2026 | On Motion to Recommit | H.R. 1181 Protecting Privacy in Purchases Act | yea | Failed |
| Jul 14, 2026 | On Passage | H.R. 139 Sunshine Protection Act | yea | Passed |
| Jul 14, 2026 | On Agreeing to the Resolution | H.Res. 1423 Providing for consideration of the bills (H.R. 139) Sunshine Protection Act; (H.R. 8595) National Security, Department of State, and Related | nay | Passed |
| Jul 14, 2026 | On Ordering the Previous Question | H.Res. 1423 Providing for consideration of the bills (H.R. 139) Sunshine Protection Act; (H.R. 8595) National Security, Department of State, and Related | nay | Passed |
| Jul 13, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 8897 Improving Travel for American Families Act | yea | Passed |
| Jul 13, 2026 | On Motion to Suspend the Rules and Pass | H.R. 3106 Weatherizing Infrastructure in the North and Terrorism Emergency Readiness Act | yea | Passed |
| Jun 30, 2026 | On Agreeing to the Resolution | H.Res. 1399 Directing the Committee on Ethics to preserve and publicly release records relating to monetary settlements involving acts of sexual harassm | yea | Passed |
| Jun 30, 2026 | On Agreeing to the Resolution | H.Con.Res. 108 Directing the President pursuant to section 5(c) of the War Powers Resolution to remove United States Armed Forces from hostilities in Leban | nayagainst party | Failed |
| Jun 30, 2026 | On Agreeing to the Resolution | H.Res. 1398 Providing for consideration of the bills H.R. 8800, H.R. 8595, and H.R. 8884; and providing for consideration of the resolution H. Res. 1383 | nay | Failed |
| Jun 30, 2026 | On Ordering the Previous Question | H.Res. 1398 Providing for consideration of the bills H.R. 8800, H.R. 8595, and H.R. 8884; and providing for consideration of the resolution H. Res. 1383 | nay | Passed |
| Jun 29, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 7128 TRIA Program Reauthorization Act | yea | Passed |
| Jun 29, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 7757 KIDS Act | yea | Passed |
| Jun 25, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 2478 Financial Exploitation Prevention Act | yea | Passed |
| Jun 24, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 915 Small Business Technological Advancement Act | yea | Passed |
| Jun 24, 2026 | On Motion to Suspend the Rules and Pass | H.R. 7401 Small Business Lending Fraud Prevention Act | yea | Passed |
| Jun 23, 2026 | On Motion to Suspend the Rules and Concur in Senate Adt to House Adt to Senate Adt | H.R. 6644 Housing for the 21st Century Act | yea | Passed |
| Jun 23, 2026 | On Motion to Suspend the Rules and Pass | S. 629 Emergency Conservation Program Improvement Act | yea | Passed |
| Jun 11, 2026 | On Agreeing to the Resolution | H.Res. 1335 Condemning actors seeking to defraud the U.S. Government, and expressing the sense of the House of Representatives that government-wide frau | yeaagainst party | Passed |
| Jun 11, 2026 | On Motion to Suspend the Rules and Pass | H.R. 9238 To amend the FISA Amendments Act of 2008 to extend the authorities of title VII of the Foreign Intelligence Surveillance Act of 1978, and fo | nay | Failed |
| Jun 10, 2026 | On Passage | H.R. 8464 Stopping Fraudulent Payments Act | nay | Passed |
| Jun 10, 2026 | On Motion to Recommit | H.R. 8464 Stopping Fraudulent Payments Act | yea | Failed |
| Jun 10, 2026 | On Passage | H.R. 8312 Fraud Prevention and Accountability Act | yeaagainst party | Passed |
| Jun 10, 2026 | On Passage | H.R. 7892 No Aid for Ghost Students Act | yeaagainst party | Passed |
| Jun 9, 2026 | On Passage | H.R. 5408 Faster Labor Contracts Act | yea | Passed |
| Jun 9, 2026 | On Agreeing to the Resolution | H.Res. 1140 Providing for consideration of the bill (H.R. 5408) to accelerate workplace time-to-contract under the National Labor Relations Act | yea | Passed |
| Jun 9, 2026 | On Passage | S. 2 Secure America Act | nay | Passed |
| Jun 9, 2026 | On Motion to Commit | S. 2 Secure America Act | yea | Failed |
| Jun 9, 2026 | On Motion to Discharge | H.Res. 1140 Providing for consideration of the bill (H.R. 5408) to accelerate workplace time-to-contract under the National Labor Relations Act | yea | Passed |
| Jun 9, 2026 | On Agreeing to the Resolution | H.Res. 1345 Providing for consideration of the bills H.R. 8312, H.R. 8464, and S. 2 and providing for consideration of the resolution H.Res. 1355 | nay | Passed |
| Jun 9, 2026 | On Ordering the Previous Question | H.Res. 1345 Providing for consideration of the bills H.R. 8312, H.R. 8464, and S. 2 and providing for consideration of the resolution H.Res. 1355 | nay | Passed |
| Jun 8, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 8428 Federal Fraud Prevention Workforce Training Act | yea | Passed |
| Jun 8, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 8466 TRUE Accountability Act | yea | Passed |
| Jun 4, 2026 | On Passage | H.R. 2913 Ukraine Support Act | yea | Passed |
| Jun 4, 2026 | On Agreeing to the Resolution | H.Res. 518 Providing for consideration of the bill (H.R. 2913) to authorize support for Ukraine, and for other purposes | yea | Passed |
| Jun 4, 2026 | On Passage | H.R. 8646 Agriculture, Rural Development, Food and Drug Administration, and Related Agency Appropriations Act, 2027 | nay | Passed |
| Jun 4, 2026 | On Motion to Recommit | H.R. 8646 Agriculture, Rural Development, Food and Drug Administration, and Related Agency Appropriations Act, 2027 | yea | Failed |
| Jun 4, 2026 | On Agreeing to the Resolution | H.Res. 1336 Waiving a requirement of clause 6(a) of rule XIII with respect to consideration of certain resolutions reported from the Committee on Rules | nay | Passed |
| Jun 4, 2026 | On Ordering the Previous Question | H.Res. 1336 Waiving a requirement of clause 6(a) of rule XIII with respect to consideration of certain resolutions reported from the Committee on Rules | nay | Passed |
| Jun 4, 2026 | On Agreeing to the Resolution | H.Con.Res. 84 Directing the President pursuant to section 5(c) of the War Powers Resolution to remove United States Armed Forces from Lebanon | nay | Failed |
| Jun 3, 2026 | On Motion to Discharge | H.Res. 518 Providing for consideration of the bill (H.R. 2913) to authorize support for Ukraine, and for other purposes | yea | Passed |
| Jun 3, 2026 | On Agreeing to the Resolution | H.Con.Res. 86 Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with I | yea | Passed |
| Jun 3, 2026 | On Passage | H.R. 7726 No Funds for Repeat Child Care Violations Act | nay | Passed |
| Jun 3, 2026 | On Motion to Recommit | H.R. 7726 No Funds for Repeat Child Care Violations Act | yea | Failed |
| Jun 3, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 2860 Northwest Straits Marine Conservation Initiative Reauthorization Act | yea | Passed |
| Jun 3, 2026 | On Agreeing to the Resolution | H.Res. 1333 Providing for consideration of the bills (H.R. 8646) Agriculture, Rural Development, Food and Drug Administration, and Related Agency Approp | nay | Passed |
| Jun 3, 2026 | On Ordering the Previous Question | H.Res. 1333 Providing for consideration of the bills (H.R. 8646) Agriculture, Rural Development, Food and Drug Administration, and Related Agency Approp | nay | Passed |
| Jun 3, 2026 | On Motion to Suspend the Rules and Pass | S. 254 ARTIST Act | yea | Passed |
| Jun 3, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 7618 American Battlefield Protection Program Amendments Act | yea | Passed |
| May 21, 2026 | On Passage | H.R. 6047 Sharri Briley and Eric Edmundson Veterans Benefits Expansion Act | yeaagainst party | Passed |
| May 21, 2026 | On Passage | H.R. 1041 Veterans 2nd Amendment Protection Act | nay | Passed |
| May 21, 2026 | On Motion to Recommit | H.R. 1041 Veterans 2nd Amendment Protection Act | yea | Failed |
| May 21, 2026 | On Passage | H.R. 1329 Smithsonian American Women’s History Museum Act | nay | Failed |
| May 21, 2026 | On Motion to Recommit | H.R. 1329 Smithsonian American Women’s History Museum Act | yea | Failed |
| May 20, 2026 | On Agreeing to the Resolution | H.Res. 1300 Providing for consideration of the bill (H.R. 1041) Veterans 2nd Amendment Protection Act; providing for consideration of the bill (H.R. 604 | nay | Passed |
| May 20, 2026 | On Ordering the Previous Question | H.Res. 1300 Providing for consideration of the bill (H.R. 1041) Veterans 2nd Amendment Protection Act; providing for consideration of the bill (H.R. 604 | nay | Passed |
| May 20, 2026 | On Passage | H.R. 2616 PROTECT Kids Act | not voting | Passed |
| May 20, 2026 | On Motion to Recommit | H.R. 2616 PROTECT Kids Act | yea | Failed |
| May 20, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 1993 25th Anniversary of 9/11 Commemorative Coin Act | yea | Passed |
| May 20, 2026 | On Motion to Suspend the Rules and Pass | S. 1003 Lulu’s Law | yea | Passed |
| May 20, 2026 | On Motion to Suspend the Rules and Pass | S. 2393 Fiscal Year 2025 Veterans Affairs Major Medical Facility Authorization Act | yea | Passed |
| May 20, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 5317 Community Bank Deposit Access Act | yea | Passed |
| May 20, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 4544 American Access to Banking Act | yea | Passed |
| May 20, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 3234 Keeping Deposits Local Act | yea | Passed |
| May 20, 2026 | On Motion to Suspend the Rules and Agree | H.Res. 1299 Providing for the concurrence by the House in the Senate amendment to H.R. 6644, with amendment | yea | Passed |
| May 15, 2026 | On Passage | H.R. 8469 Making appropriations for military construction, the Department of Veterans Affairs, and related agencies for the fiscal year ending Septemb | yea | Passed |
| May 15, 2026 | On Agreeing to the Amendment | H.R. 8469 | nay | Failed |
| May 14, 2026 | On Passage | H.R. 8365 Monitor Accountability Act | nay | Passed |
| May 14, 2026 | On Motion to Recommit | H.R. 8365 Monitor Accountability Act | yea | Failed |
| May 14, 2026 | On Passage | H.R. 5625 Cashless Bail Reporting Act | yeaagainst party | Passed |
| May 14, 2026 | On Agreeing to the Resolution | H.Con.Res. 75 Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove the United States Armed Forces from hostilities ag | yea | Failed |
| May 14, 2026 | On Passage | H.R. 6260 Keeping Violent Offenders Off Our Streets Act | yeaagainst party | Passed |
| May 14, 2026 | On Motion to Recommit | H.R. 6260 Keeping Violent Offenders Off Our Streets Act | yea | Failed |
| May 13, 2026 | On Motion to Suspend the Rules and Agree | H.Res. 1259 Expressing the sense of the House of Representatives that the President should prioritize securing the release of Pastor Jin Mingri, Pastor | yea | Passed |
| May 13, 2026 | On Motion to Suspend the Rules and Agree | H.Res. 1251 Calling on elected officials and civil society leaders to counter antisemitism and educate the public on the contributions of the Jewish-Ame | yea | Passed |
| May 13, 2026 | On Agreeing to the Resolution | H.Con.Res. 96 Expressing support for law enforcement officers | yeaagainst party | Passed |
What they sponsor bills about
119th Congress: 21 sponsored, 0 became law · 118th Congress: 16 sponsored, 0 became law
Their bills
| Bill | Latest action |
|---|---|
| H.R. 8701 Transportation Security Administration Transfer Act of 2026 | May 8, 2026 Referred to the Subcommittee on Transportation and Maritime Security. |
| H.R. 8702 Secret Service Transfer Act of 2026 | May 8, 2026 Referred to the Subcommittee on Counterterrorism and Intelligence. |
| H.R. 8419 To designate the facility of the United States Postal Service located at 3255 Northwest 94th Avenue in Coral Springs, Fl | Jul 22, 2026 Ordered to be Reported by Voice Vote. |
| H.R. 8321 Artemis Accords Authorization Act | Apr 16, 2026 Referred to the House Committee on Foreign Affairs. |
| H.R. 7674 Venezuela Democratic Transition Strategy Act | Mar 26, 2026 Ordered to be Reported by the Yeas and Nays: 41 - 5. |
| H.R. 6885 Veterans Pensions Protection Act of 2025 | Jan 22, 2026 Referred to the Subcommittee on Disability Assistance and Memorial Affairs. |
| H.R. 6660 Replace Animal Tests Act of 2025 | Jan 13, 2026 Referred to the Subcommittee on Conservation, Research, and Biotechnology. |
| H.R. 6274 Natural Disaster Risk Reinsurance Program Act | Nov 21, 2025 Referred to the House Committee on Financial Services. |
| H.R. 5780 Federal Emergency Management Continuity Act of 2025 | Dec 1, 2025 Referred to the Subcommittee on Economic Development, Public Buildings, and Emergency Management. |
| H.Res. 802 Requiring the House of Representatives to convene and hold recorded quorum calls during a Government shutdown, and for o | Oct 10, 2025 Referred to the Committee on Rules, and in addition to the Committee on House Administration, for a period to |
| H.R. 5204 To make technical amendments to update statutory references to certain provisions classified to title 7, title 20, and t | Sep 10, 2025 Ordered to be Reported by Voice Vote. |
| H.R. 4461 To amend section 2112 of title 44, United States Code, to appropriately limit donations to Presidential Libraries and Ce | Jul 16, 2025 Referred to the House Committee on Oversight and Government Reform. |
| H.R. 4240 Countering Untrusted Telecommunications Abroad Act | Jun 27, 2025 Referred to the House Committee on Foreign Affairs. |
| H.R. 4143 3D Printed Gun Safety Act of 2025 | Jun 25, 2025 Referred to the House Committee on the Judiciary. |
| H.R. 3727 Supporting American Allies Act | Jun 4, 2025 Referred to the House Committee on Ways and Means. |
| H.R. 3251 Disaster Response Flexibility Act of 2025 | May 7, 2025 Referred to the Subcommittee on Economic Development, Public Buildings, and Emergency Management. |
| H.R. 3252 Disaster Housing Flexibility Act of 2025 | May 7, 2025 Referred to the Subcommittee on Economic Development, Public Buildings, and Emergency Management. |
| H.R. 2308 FEMA Independence Act of 2025 | Mar 24, 2025 Referred to the Subcommittee on Economic Development, Public Buildings, and Emergency Management. |
| H.R. 1334 SASS Act | Feb 13, 2025 Referred to the House Committee on the Judiciary. |
| H.R. 1335 MSD Act | Feb 13, 2025 Referred to the Subcommittee on Emergency Management and Technology. |
| H.Res. 105 Affirming the threats to world stability from a nuclear weapons-capable Islamic Republic of Iran. | Feb 4, 2025 Referred to the House Committee on Foreign Affairs. |
| H.R. 9946 To authorize the appropriation of $8,000,000,000 for disaster loans. | Oct 8, 2024 Referred to the House Committee on Small Business. |
| H.R. 9905 To make supplemental appropriations for disaster relief in response to Hurricane Helene, and for other purposes. | Oct 1, 2024 Referred to the House Committee on Appropriations. |
| H.R. 9906 School Safety Notification System Act | Oct 1, 2024 Referred to the House Committee on Education and the Workforce. |
| H.R. 9441 Student Loan Interest Cap Act | Aug 30, 2024 Referred to the House Committee on Education and the Workforce. |
| Congress | Sponsored | Became law | Cosponsored |
|---|---|---|---|
| 119th | 21 | 0 | 328 |
| 118th | 16 | 0 | 495 |
1 former staff now lobbying
See the data
| Lobbyist | Former position, as they list it | Firms | Clients | Years |
|---|---|---|---|---|
| LALE MORRISON | Rep. Jared Moskowitz (CoS), Rep. Stephanie Murphy (CoS, Senior Comms. and Policy Adviser), Rep. Charlie Crist (Senior Adviser), Rep. Alcee Hastings (CoS), House Rules Comm. (Rules Associate), Commission on Security and Cooperation (Comms. Director) | GIFFORDS | 1 | 2025 |
From their payroll to lobbying
People Moskowitz's office paid, by the House's Statement of Disbursements, who later filed lobbying reports (LD-2), lobbying from after the office last paid them: matched by name only where one person on the whole House payroll and one registered lobbyist have it. "Confirmed": their lobbying reports list a job with Moskowitz themselves.
See the data
| Lobbyist | On the payroll as | Last paid | Lobbying for | Clients | Years | Confirmed |
|---|---|---|---|---|---|---|
| NICHOLAS RUF | Legislative Aide | Q1 2025 | THE AMERICAN LEGION | 1 | 2025–2026 | no |
Subcommittees
Holdings and trades
Net worth, year by year
Their annual reports' value bands added up, less their debts', from the least to the most they could be worth (spouse and dependents included, a home not), on a log scale.
Largest holdings, 2025 report
Their 25 largest holdings, as a table
| Asset | Kind | Owner | Value | Income |
|---|---|---|---|---|
| Cash Accounts | Bank Deposit | Self | $1.0M – $5.0M | Interest: $5,001 – $15K |
| Cash Account | Bank Deposit | Self | $1.0M – $5.0M | Interest: $15K – $50K |
| Marcus Savings Account | Bank Deposit | Joint | $500K – $1.0M | Interest: $5,001 – $15K |
| Goldman Sachs Savings Account | Bank Deposit | Self | $250K – $500K | Interest: $5,001 – $15K |
| Mod LLC | Business Entity | Spouse | $250K – $500K | None: — |
| Amazon.com, Inc. | Corporate Securities | Self | $250K – $500K | None: — |
| Cash Account | Bank Deposit | Child | $250K – $500K | Interest: $5,001 – $15K |
| CDs | Bank Deposit | Self | $100K – $250K | None: — |
| US Treasury STRIP | Other | Self | $100K – $250K | None: — |
| Cash Account | Bank Deposit | Child | $100K – $250K | Interest: $5,001 – $15K |
| MainStay Growth Allocation Class A | Mutual Funds | Self | $50K – $100K | Capital Gains, Dividends: $2,501 – $5,000 |
| Mass Mutual Whole Life Insurance | Life Insurance | Self | $50K – $100K | None: — |
| Mass Mutual Whole Life Insurance | Life Insurance | Spouse | $50K – $100K | None: — |
| American Funds Fundamental Investors® Class R-2 | Mutual Funds | Self | $50K – $100K | Tax-Deferred: — |
| American Funds The Growth Fund of America® Class R-2 | Mutual Funds | Self | $50K – $100K | Tax-Deferred: — |
| Invesco American Franchise Fund Class R | Mutual Funds | Self | $50K – $100K | Tax-Deferred: — |
| State Street SPDR Portfolio S&P 500 ETF | Mutual Funds | Spouse | $50K – $100K | Tax-Deferred: — |
| Blue Chip Growth Portfolio a | Mutual Funds | Child | $50K – $100K | Tax-Deferred: — |
| Apple Inc. | Corporate Securities | Self | $50K – $100K | Dividends: $201 – $1,000 |
| Bank of America Corporation | Corporate Securities | Self | $50K – $100K | Dividends: $1,001 – $2,500 |
| Goldman Sachs Group, Inc. | Corporate Securities | Self | $50K – $100K | Dividends: $1,001 – $2,500 |
| Microsoft Corporation | Corporate Securities | Self | $50K – $100K | Dividends: $201 – $1,000 |
| Cash Account | Bank Deposit | Spouse | $50K – $100K | Interest: $2,501 – $5,000 |
| MainStay MacKay High Yield Corporate Bond Fund Class A | Mutual Funds | Self | $15K – $50K | Dividends: $1,001 – $2,500 |
| Stationhead, Inc. | Non-Public Stock | Self | $15K – $50K | None: — |
Trades, month by month
Every trade on their reports by the trade's date: purchases up, sales down. Hover a month for what was traded.
- Purchases
- Sales
What they trade most
Their latest 300 of 582 trades
| Date | Asset | Trade | Owner | Amount | Days to report |
|---|---|---|---|---|---|
| 2026-07-13 | W.W. Grainger, Inc. Common Stock (GWW) [ST] Jared Moskowitz , 08/27/2026 via Morgan Stanley Active Assets (1) | Sale (Partial) | Self | $1,001 – $15K | 45 |
| 2026-07-13 | STERIS plc via Morgan Stanley Active Assets (1) | Sale (Full) | Self | $1,001 – $15K | 45 |
| 2026-07-13 | Applied Materials, Inc. - Common Stock via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | 45 |
| 2026-06-18 | Applied Materials, Inc. - Common Stock via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | 38 |
| 2026-06-18 | Applied Materials, Inc. - Common Stock via Morgan Stanley Active Assets (6) | Purchase | Child | $1,001 – $15K | 38 |
| 2026-06-18 | Applied Materials, Inc. - Common Stock via Morgan Stanley Active Assets (5) | Purchase | Child | $1,001 – $15K | 38 |
| 2026-06-17 | S&P Global Inc. Common Stock via Morgan Stanley Active Assets (1) | Sale (Full) | Self | $1,001 – $15K | 39 |
| 2026-06-17 | S&P Global Inc. Common Stock via Morgan Stanley Active Assets (6) | Sale (Full) | Child | $1,001 – $15K | 39 |
| 2026-06-17 | S&P Global Inc. Common Stock via Morgan Stanley Active Assets (5) | Sale (Full) | Child | $1,001 – $15K | 39 |
| 2026-06-17 | Monster Beverage Corporation - Common Stock via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | 39 |
| 2026-06-17 | Monster Beverage Corporation - Common Stock via Morgan Stanley Active Assets (5) | Purchase | Child | $1,001 – $15K | 39 |
| 2026-06-17 | Microsoft Corporation - Common Stock via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | 39 |
| 2026-06-17 | Microsoft Corporation - Common Stock via Morgan Stanley Active Assets (5) | Purchase | Child | $1,001 – $15K | 39 |
| 2026-06-17 | Meta Platforms, Inc. - Class A Common Stock via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | 39 |
| 2026-06-17 | Meta Platforms, Inc. - Class A Common Stock via Morgan Stanley Active Assets (5) | Purchase | Child | $1,001 – $15K | 39 |
| 2026-06-17 | Home Depot, Inc. via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | 39 |
| 2026-06-17 | HCA Healthcare, Inc. Common Stock via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | 39 |
| 2026-06-17 | HCA Healthcare, Inc. Common Stock via Morgan Stanley Active Assets (5) | Purchase | Child | $1,001 – $15K | 39 |
| 2026-06-12 | Space Exploration Technologies Corp. - Class A Common Stock via Morgan Stanley Active Assets (2) | Purchase | Self | $1,001 – $15K | 44 |
| 2026-05-06 | Gilead Sciences, Inc. - Common Stock via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | 44 |
| 2026-05-06 | Gilead Sciences, Inc. - Common Stock via Morgan Stanley Active Assets (5) | Purchase | Child | $1,001 – $15K | 44 |
| 2026-05-06 | Cencora, Inc. Common Stock via Morgan Stanley Active Assets (1) | Sale (Full) | Self | $1,001 – $15K | 44 |
| 2026-05-06 | Cencora, Inc. Common Stock via Morgan Stanley Active Assets (5) | Sale (Full) | Child | $1,001 – $15K | 44 |
| 2026-03-31 | QUALCOMM Incorporated - Common Stock via Morgan Stanley Active Assets (1) | Sale (Full) | Self | $15K – $50K | 30 |
| 2026-03-31 | Parker-Hannifin Corporation Common Stock via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | 30 |
| 2026-03-31 | Palo Alto Networks, Inc. via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | 30 |
| 2026-03-31 | Motorola Solutions, Inc. Common Stock via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | 30 |
| 2026-03-31 | McDonald's Corporation Common Stock via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | 30 |
| 2026-03-31 | Home Depot, Inc. via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | 30 |
| 2026-03-31 | General Dynamics Corporation Common Stock via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | 30 |
| 2026-03-31 | GE Aerospace Common Stock via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | 30 |
| 2026-03-31 | Cummins Inc. Common Stock via Morgan Stanley Active Assets (1) | Sale (Partial) | Self | $1,001 – $15K | 30 |
| 2026-03-31 | Chubb Limited Common Stock via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | 30 |
| 2026-03-31 | Cencora, Inc. Common Stock via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | 30 |
| 2026-03-31 | Caterpillar, Inc. Common Stock via Morgan Stanley Active Assets (1) | Sale (Partial) | Self | $1,001 – $15K | 30 |
| 2026-03-31 | Broadcom Inc. - Common Stock via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | 30 |
| 2026-03-31 | ASML Holding N.V. - New York Registry Shares via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | 30 |
| 2026-03-31 | American Express Company Common Stock via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | 30 |
| 2026-03-23 | Tractor Supply Company - Common Stock (TSCO) [ST] Active Assets (5) (Owner: DC) Active Ass via Morgan Stanley Active Assets (1) | Sale (Full) | Self | $15K – $50K | 38 |
| 2026-03-23 | Tractor Supply Company - Common Stock via Morgan Stanley Active Assets (6) | Sale (Full) | Child | $1,001 – $15K | 38 |
| 2026-03-23 | Tractor Supply Company - Common Stock via Morgan Stanley Active Assets (5) | Sale (Full) | Child | $1,001 – $15K | 38 |
| 2026-03-23 | TJX Companies, Inc. via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | 38 |
| 2026-03-23 | The Cigna Group Common Stock via Morgan Stanley Active Assets (1) | Sale (Full) | Self | $1,001 – $15K | 38 |
| 2026-03-23 | The Cigna Group Common Stock via Morgan Stanley Active Assets (5) | Sale (Full) | Child | $1,001 – $15K | 38 |
| 2026-03-23 | Parker-Hannifin Corporation Common Stock via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | 38 |
| 2026-03-23 | Parker-Hannifin Corporation Common Stock via Morgan Stanley Active Assets (5) | Purchase | Child | $1,001 – $15K | 38 |
| 2026-03-23 | Palo Alto Networks, Inc. via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | 38 |
| 2026-03-23 | Palo Alto Networks, Inc. via Morgan Stanley Active Assets (5) | Purchase | Child | $1,001 – $15K | 38 |
| 2026-03-23 | Oracle Corporation Common Stock via Morgan Stanley Active Assets (1) | Sale (Full) | Self | $15K – $50K | 38 |
| 2026-03-23 | Oracle Corporation Common Stock via Morgan Stanley Active Assets (6) | Sale (Full) | Child | $1,001 – $15K | 38 |
| 2026-03-23 | Oracle Corporation Common Stock via Morgan Stanley Active Assets (5) | Sale (Full) | Child | $1,001 – $15K | 38 |
| 2026-03-23 | Motorola Solutions, Inc. Common Stock via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | 38 |
| 2026-03-23 | Motorola Solutions, Inc. Common Stock via Morgan Stanley Active Assets (5) | Purchase | Child | $1,001 – $15K | 38 |
| 2026-03-23 | Monster Beverage Corporation - Common Stock via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | 38 |
| 2026-03-23 | Monster Beverage Corporation - Common Stock via Morgan Stanley Active Assets (5) | Purchase | Child | $1,001 – $15K | 38 |
| 2026-03-23 | General Dynamics Corporation Common Stock via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | 38 |
| 2026-03-23 | General Dynamics Corporation Common Stock via Morgan Stanley Active Assets (5) | Purchase | Child | $1,001 – $15K | 38 |
| 2026-03-23 | GE Aerospace Common Stock via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | 38 |
| 2026-03-23 | GE Aerospace Common Stock via Morgan Stanley Active Assets (5) | Purchase | Child | $1,001 – $15K | 38 |
| 2026-03-23 | Cencora, Inc. Common Stock via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | 38 |
| 2026-03-23 | Cencora, Inc. Common Stock via Morgan Stanley Active Assets (5) | Purchase | Child | $1,001 – $15K | 38 |
| 2026-03-23 | Brown & Brown, Inc. Common Stock via Morgan Stanley Active Assets (1) | Sale (Full) | Self | $1,001 – $15K | 38 |
| 2026-03-23 | Brown & Brown, Inc. Common Stock via Morgan Stanley Active Assets (6) | Sale (Full) | Child | $1,001 – $15K | 38 |
| 2026-03-23 | Brown & Brown, Inc. Common Stock via Morgan Stanley Active Assets (5) | Sale (Full) | Child | $1,001 – $15K | 38 |
| 2026-03-23 | Automatic Data Processing, Inc. - Common Stock via Morgan Stanley Active Assets (1) | Sale (Full) | Self | $1,001 – $15K | 38 |
| 2026-03-23 | Automatic Data Processing, Inc. - Common Stock via Morgan Stanley Active Assets (6) | Sale (Full) | Child | $1,001 – $15K | 38 |
| 2026-03-23 | Automatic Data Processing, Inc. - Common Stock via Morgan Stanley Active Assets (5) | Sale (Full) | Child | $1,001 – $15K | 38 |
| 2026-03-23 | ASML Holding N.V. - New York Registry Shares via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | 38 |
| 2026-03-23 | ASML Holding N.V. - New York Registry Shares via Morgan Stanley Active Assets (6) | Purchase | Child | $1,001 – $15K | 38 |
| 2026-03-23 | ASML Holding N.V. - New York Registry Shares via Morgan Stanley Active Assets (5) | Purchase | Child | $1,001 – $15K | 38 |
| 2026-03-23 | Accenture plc Class A Ordinary Shares via Morgan Stanley Active Assets (1) | Sale (Full) | Self | $1,001 – $15K | 38 |
| 2026-03-23 | Accenture plc Class A Ordinary Shares via Morgan Stanley Active Assets (6) | Sale (Full) | Child | $1,001 – $15K | 38 |
| 2026-03-23 | Accenture plc Class A Ordinary Shares via Morgan Stanley Active Assets (5) | Sale (Full) | Child | $1,001 – $15K | 38 |
| 2026-02-27 | Roper Technologies, Inc. via Morgan Stanley Active Assets (1) | Sale (Full) | Self | $1,001 – $15K | 31 |
| 2026-02-27 | Roper Technologies, Inc. via Morgan Stanley Active Assets (6) | Sale (Full) | Child | $1,001 – $15K | 31 |
| 2026-02-27 | Roper Technologies, Inc. via Morgan Stanley Active Assets (5) | Sale (Full) | Child | $1,001 – $15K | 31 |
| 2025-12-30 | MainStay Growth Allocation Class A | Purchase | Self | $1,001 – $15K | annual |
| 2025-12-03 | Vanguard FTSE Developed Markets ETF via Betterment SEP IRA (SP) | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-12-03 | State Street SPDR Portfolio S&P 500 ETF via Betterment SEP IRA (SP) | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-12-02 | Southern Company via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | 45 |
| 2025-12-02 | Public Service Enterprise Group Incorporated Common Stock via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | 45 |
| 2025-12-02 | Pepsico, Inc. via Morgan Stanley Active Assets (1) | Sale (Full) | Self | $15K – $50K | 45 |
| 2025-12-02 | Pepsico, Inc. via Morgan Stanley Active Assets (5) | Sale (Full) | Child | $1,001 – $15K | 45 |
| 2025-12-02 | Pepsico, Inc. via Morgan Stanley Active Assets (6) | Sale (Full) | Child | $1,001 – $15K | 45 |
| 2025-12-02 | McKesson Corporation Common Stock via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | 45 |
| 2025-12-02 | McKesson Corporation Common Stock via Morgan Stanley Active Assets (5) | Purchase | Child | $1,001 – $15K | 45 |
| 2025-12-02 | Atmos Energy Corporation Common Stock via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | 45 |
| 2025-12-02 | State Street SPDR Bloomberg 1-3 Month T-Bill ETF via Morgan Stanley Active Assets (6) | Purchase | Child | $1,001 – $15K | annual |
| 2025-12-02 | State Street SPDR Bloomberg 1-3 Month T-Bill ETF via Morgan Stanley Active Assets (5) | Purchase | Child | $1,001 – $15K | annual |
| 2025-12-02 | State Street SPDR Bloomberg 1-3 Month T-Bill ETF via Morgan Stanley Active Assets (1) | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-11-19 | iShares MSCI USA Quality Factor ETF via Eagle Strategies Investment Account | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-11-19 | iShares S&P 500 Value ETF via Eagle Strategies Investment Account | Purchase | Self | $1,001 – $15K | annual |
| 2025-11-19 | iShares Core MSCI Emerging Markets ETF via Eagle Strategies Investment Account | Purchase | Self | $1,001 – $15K | annual |
| 2025-10-10 | Texas Instruments Incorporated - Common Stock via Morgan Stanley Active Assets (6) | Sale (Full) | Child | $1,001 – $15K | 43 |
| 2025-10-10 | Texas Instruments Incorporated - Common Stock via Morgan Stanley Active Assets (1) | Sale (Full) | Self | $15K – $50K | 43 |
| 2025-10-10 | Texas Instruments Incorporated - Common Stock via Morgan Stanley Active Assets (5) | Sale (Full) | Child | $1,001 – $15K | 43 |
| 2025-10-10 | Taiwan Semiconductor Manufacturing Company Ltd. via Morgan Stanley Active Assets (6) | Purchase | Child | $1,001 – $15K | 43 |
| 2025-10-10 | Taiwan Semiconductor Manufacturing Company Ltd. via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | 43 |
| 2025-10-10 | Taiwan Semiconductor Manufacturing Company Ltd. via Morgan Stanley Active Assets (5) | Purchase | Child | $1,001 – $15K | 43 |
| 2025-10-10 | Sherwin-Williams Company via Morgan Stanley Active Assets (6) | Sale (Full) | Child | $1,001 – $15K | 43 |
| 2025-10-10 | Sherwin-Williams Company via Morgan Stanley Active Assets (1) | Sale (Full) | Self | $15K – $50K | 43 |
| 2025-10-10 | Sherwin-Williams Company via Morgan Stanley Active Assets (5) | Sale (Full) | Child | $1,001 – $15K | 43 |
| 2025-10-10 | McKesson Corporation Common Stock via Morgan Stanley Active Assets (6) | Purchase | Child | $1,001 – $15K | 43 |
| 2025-10-10 | Johnson & Johnson Common Stock via Morgan Stanley Active Assets (5) | Sale (Partial) | Child | $1,001 – $15K | 43 |
| 2025-10-10 | Johnson & Johnson Common Stock via Morgan Stanley Active Assets (6) | Sale (Partial) | Child | $1,001 – $15K | 43 |
| 2025-10-10 | Goldman Sachs Group, Inc. via Morgan Stanley Active Assets (1) | Purchase | Self | $15K – $50K | 43 |
| 2025-10-10 | Goldman Sachs Group, Inc. via Morgan Stanley Active Assets (5) | Purchase | Child | $1,001 – $15K | 43 |
| 2025-10-10 | Goldman Sachs Group, Inc. via Morgan Stanley Active Assets (6) | Purchase | Child | $1,001 – $15K | 43 |
| 2025-10-10 | Dell Technologies Inc. Class C Common Stock via Morgan Stanley Active Assets (1) | Purchase | Self | $15K – $50K | 43 |
| 2025-10-10 | Dell Technologies Inc. Class C Common Stock via Morgan Stanley Active Assets (5) | Purchase | Child | $1,001 – $15K | 43 |
| 2025-10-10 | Dell Technologies Inc. Class C Common Stock via Morgan Stanley Active Assets (6) | Purchase | Child | $1,001 – $15K | 43 |
| 2025-10-10 | Cisco Systems, Inc. - Common Stock via Morgan Stanley Active Assets (1) | Purchase | Self | $15K – $50K | 43 |
| 2025-10-10 | Cisco Systems, Inc. - Common Stock via Morgan Stanley Active Assets (5) | Purchase | Child | $1,001 – $15K | 43 |
| 2025-10-10 | Cisco Systems, Inc. - Common Stock via Morgan Stanley Active Assets (6) | Purchase | Child | $1,001 – $15K | 43 |
| 2025-10-10 | Carrier Global Corporation Common Stock via Morgan Stanley Active Assets (1) | Sale (Full) | Self | $1,001 – $15K | 43 |
| 2025-10-10 | Carrier Global Corporation Common Stock via Morgan Stanley Active Assets (5) | Sale (Full) | Child | $1,001 – $15K | 43 |
| 2025-10-10 | Carrier Global Corporation Common Stock via Morgan Stanley Active Assets (6) | Sale (Full) | Child | $1,001 – $15K | 43 |
| 2025-10-10 | Broadcom Inc. - Common Stock via Morgan Stanley Active Assets (1) | Purchase | Self | $15K – $50K | 43 |
| 2025-10-10 | Broadcom Inc. - Common Stock via Morgan Stanley Active Assets (5) | Purchase | Child | $1,001 – $15K | 43 |
| 2025-10-10 | Broadcom Inc. - Common Stock via Morgan Stanley Active Assets (6) | Purchase | Child | $1,001 – $15K | 43 |
| 2025-10-10 | American Express Company Common Stock via Morgan Stanley Active Assets (1) | Purchase | Self | $15K – $50K | 43 |
| 2025-10-10 | American Express Company Common Stock via Morgan Stanley Active Assets (5) | Purchase | Child | $1,001 – $15K | 43 |
| 2025-10-10 | American Express Company Common Stock via Morgan Stanley Active Assets (6) | Purchase | Child | $1,001 – $15K | 43 |
| 2025-10-10 | State Street SPDR Bloomberg 1-3 Month T-Bill ETF via Morgan Stanley Active Assets (6) | Sale (Partial) | Child | $1,001 – $15K | annual |
| 2025-10-10 | State Street SPDR Bloomberg 1-3 Month T-Bill ETF via Morgan Stanley Active Assets (5) | Sale (Partial) | Child | $1,001 – $15K | annual |
| 2025-10-10 | State Street SPDR Bloomberg 1-3 Month T-Bill ETF via Morgan Stanley Active Assets (1) | Sale (Partial) | Self | $15K – $50K | annual |
| 2025-10-03 | State Street SPDR Portfolio S&P 500 ETF via Betterment SEP IRA (SP) | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-09-17 | iShares U.S. Technology ETF via Eagle Strategies Investment Account | Sale (Full) | Self | $1,001 – $15K | annual |
| 2025-09-17 | iShares MSCI EAFE Growth ETF via Eagle Strategies Investment Account | Sale (Full) | Self | $1,001 – $15K | annual |
| 2025-09-17 | iShares Core Total USD Bond Market ETF via Eagle Strategies Investment Account | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-09-17 | iShares 10-20 Year Treasury Bond ETF via Eagle Strategies Investment Account | Purchase | Self | $1,001 – $15K | annual |
| 2025-09-17 | iShares U.S. Equity Factor Rotation Active ETF via Eagle Strategies Investment Account | Purchase | Self | $1,001 – $15K | annual |
| 2025-09-17 | iShares U.S. Aerospace & Defense ETF via Eagle Strategies Investment Account | Purchase | Self | $1,001 – $15K | annual |
| 2025-09-17 | iShares MSCI USA Quality Factor ETF via Eagle Strategies Investment Account | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-09-17 | iShares MSCI EAFE Value ETF via Eagle Strategies Investment Account | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-09-17 | iShares S&P 100 Fund via Eagle Strategies Investment Account | Purchase | Self | $1,001 – $15K | annual |
| 2025-09-17 | iShares A.I. Innovation and Tech Active ETF via Eagle Strategies Investment Account | Purchase | Self | $1,001 – $15K | annual |
| 2025-09-04 | Vanguard FTSE Developed Markets ETF via Betterment SEP IRA (SP) | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-09-03 | State Street SPDR Portfolio S&P 500 ETF via Betterment SEP IRA (SP) | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-09-03 | iShares Core U.S. Aggregate Bond ETF via Betterment SEP IRA (SP) | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-08-04 | State Street SPDR Portfolio S&P 500 ETF via Betterment SEP IRA (SP) | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-07-03 | Vanguard FTSE Developed Markets ETF via Betterment SEP IRA (SP) | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-07-03 | State Street SPDR Portfolio S&P 500 ETF via Betterment SEP IRA (SP) | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-07-03 | iShares Core U.S. Aggregate Bond ETF via Betterment SEP IRA (SP) | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-06-03 | State Street SPDR Portfolio S&P 500 ETF via Betterment SEP IRA (SP) | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-06-03 | iShares Core U.S. Aggregate Bond ETF via Betterment SEP IRA (SP) | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-05-21 | iShares MSCI Emerging Markets ex China ETF via Eagle Strategies Investment Account | Sale (Full) | Self | $1,001 – $15K | annual |
| 2025-05-21 | iShares International Aggregate Bond Fund via Eagle Strategies Investment Account | Purchase | Self | $1,001 – $15K | annual |
| 2025-05-21 | iShares U.S. Thematic Rotation Active ETF via Eagle Strategies Investment Account | Purchase | Self | $1,001 – $15K | annual |
| 2025-05-21 | iShares MSCI EAFE Value ETF via Eagle Strategies Investment Account | Purchase | Self | $1,001 – $15K | annual |
| 2025-05-21 | iShares S&P 500 Value ETF via Eagle Strategies Investment Account | Purchase | Self | $1,001 – $15K | annual |
| 2025-05-21 | iShares Core S&P 500 ETF via Eagle Strategies Investment Account | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-05-21 | iShares Core MSCI Emerging Markets ETF via Eagle Strategies Investment Account | Purchase | Self | $1,001 – $15K | annual |
| 2025-05-21 | iShares A.I. Innovation and Tech Active ETF via Eagle Strategies Investment Account | Purchase | Self | $1,001 – $15K | annual |
| 2025-05-15 | UnitedHealth Group Incorporated Common Stock via Morgan Stanley Active Assets (1) | Sale (Full) | Self | $1,001 – $15K | 43 |
| 2025-05-15 | UnitedHealth Group Incorporated Common Stock via Morgan Stanley Active Assets (6) | Sale (Full) | Child | $1,001 – $15K | 43 |
| 2025-05-15 | UnitedHealth Group Incorporated Common Stock via Morgan Stanley Active Assets (5) | Sale (Full) | Child | $1,001 – $15K | 43 |
| 2025-05-15 | The Cigna Group Common Stock via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | 43 |
| 2025-05-15 | The Cigna Group Common Stock via Morgan Stanley Active Assets (5) | Purchase | Child | $1,001 – $15K | 43 |
| 2025-05-15 | HCA Healthcare, Inc. Common Stock via Morgan Stanley Active Assets (5) | Purchase | Child | $1,001 – $15K | 43 |
| 2025-05-15 | HCA Healthcare, Inc. Common Stock via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | 43 |
| 2025-05-05 | State Street SPDR Portfolio S&P 500 ETF via Betterment SEP IRA (SP) | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-05-05 | iShares Core U.S. Aggregate Bond ETF via Betterment SEP IRA (SP) | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-04-23 | Vanguard Mortgage-Backed Securities ETF via Schwab Contributory IRA | Sale (Full) | Self | $1,001 – $15K | annual |
| 2025-04-23 | Schwab Mortgage-Backed Securities ETF via Schwab Contributory IRA | Purchase | Self | $1,001 – $15K | annual |
| 2025-04-16 | NVIDIA Corporation - Common Stock via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | 23 |
| 2025-04-16 | NVIDIA Corporation - Common Stock via Morgan Stanley Active Assets (5) | Purchase | Child | $1,001 – $15K | 23 |
| 2025-04-16 | Amgen Inc. - Common Stock via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | 23 |
| 2025-04-16 | Amgen Inc. - Common Stock via Morgan Stanley Active Assets (5) | Purchase | Child | $1,001 – $15K | 23 |
| 2025-04-16 | State Street SPDR Bloomberg 1-3 Month T-Bill ETF via Morgan Stanley Active Assets (1) | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-04-10 | Starbucks Corporation - Common Stock via Morgan Stanley Active Assets (1) | Sale (Full) | Self | $1,001 – $15K | 29 |
| 2025-04-10 | Starbucks Corporation - Common Stock via Morgan Stanley Active Assets (6) | Sale (Full) | Child | $1,001 – $15K | 29 |
| 2025-04-10 | Starbucks Corporation - Common Stock via Morgan Stanley Active Assets (5) | Sale (Full) | Child | $1,001 – $15K | 29 |
| 2025-04-10 | Goldman Sachs Group, Inc. via Morgan Stanley Active Assets (1) | Sale (Full) | Self | $15K – $50K | 29 |
| 2025-04-10 | Goldman Sachs Group, Inc. via Morgan Stanley Active Assets (6) | Sale (Full) | Child | $1,001 – $15K | 29 |
| 2025-04-10 | Goldman Sachs Group, Inc. via Morgan Stanley Active Assets (5) | Sale (Full) | Child | $1,001 – $15K | 29 |
| 2025-04-10 | State Street SPDR Bloomberg 1-3 Month T-Bill ETF via Morgan Stanley Active Assets (6) | Purchase | Child | $1,001 – $15K | annual |
| 2025-04-10 | State Street SPDR Bloomberg 1-3 Month T-Bill ETF via Morgan Stanley Active Assets (5) | Purchase | Child | $1,001 – $15K | annual |
| 2025-04-10 | State Street SPDR Bloomberg 1-3 Month T-Bill ETF via Morgan Stanley Active Assets (1) | Purchase | Self | $15K – $50K | annual |
| 2025-04-07 | Visa Inc. via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | 32 |
| 2025-04-07 | Tractor Supply Company - Common Stock via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | 32 |
| 2025-04-07 | TJX Companies, Inc. via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | 32 |
| 2025-04-07 | Texas Instruments Incorporated - Common Stock via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | 32 |
| 2025-04-07 | Stryker Corporation Common Stock via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | 32 |
| 2025-04-07 | Southern Company via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | 32 |
| 2025-04-07 | Sherwin-Williams Company via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | 32 |
| 2025-04-07 | RPM International Inc. Common Stock via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | 32 |
| 2025-04-07 | QUALCOMM Incorporated - Common Stock via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | 32 |
| 2025-04-07 | Pepsico, Inc. via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | 32 |
| 2025-04-07 | Oracle Corporation Common Stock via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | 32 |
| 2025-04-07 | NVIDIA Corporation - Common Stock via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | 32 |
| 2025-04-07 | NextEra Energy, Inc. Common Stock via Morgan Stanley Active Assets (1) | Sale (Full) | Self | $1,001 – $15K | 32 |
| 2025-04-07 | Lockheed Martin Corporation Common Stock via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | 32 |
| 2025-04-07 | Linde plc - Ordinary Shares via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | 32 |
| 2025-04-07 | Lincoln Electric Holdings, Inc. - Common Shares via Morgan Stanley Active Assets (1) | Sale (Full) | Self | $1,001 – $15K | 32 |
| 2025-04-07 | Illinois Tool Works Inc. Common Stock via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | 32 |
| 2025-04-07 | Honeywell International Inc. via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | 32 |
| 2025-04-07 | Goldman Sachs Group, Inc. via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | 32 |
| 2025-04-07 | Caterpillar, Inc. Common Stock via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | 32 |
| 2025-04-07 | Carrier Global Corporation Common Stock via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | 32 |
| 2025-04-07 | Analog Devices, Inc. - Common Stock via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | 32 |
| 2025-04-07 | Amazon.com, Inc. - Common Stock via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | 32 |
| 2025-04-07 | Accenture plc Class A Ordinary Shares via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | 32 |
| 2025-04-07 | AbbVie Inc. Common Stock via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | 32 |
| 2025-04-07 | SPDR Gold Shares via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | annual |
| 2025-04-07 | State Street SPDR Bloomberg 1-3 Month T-Bill ETF via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | annual |
| 2025-04-03 | State Street SPDR Portfolio S&P 500 ETF via Betterment SEP IRA (SP) | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-03-11 | NVIDIA Corporation - Common Stock via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | 28 |
| 2025-03-11 | Broadcom Inc. - Common Stock via Morgan Stanley Active Assets (1) | Sale (Full) | Self | $15K – $50K | 28 |
| 2025-03-10 | TJX Companies, Inc. via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | 29 |
| 2025-03-10 | TJX Companies, Inc. via Morgan Stanley Active Assets (6) | Purchase | Child | $1,001 – $15K | 29 |
| 2025-03-10 | TJX Companies, Inc. via Morgan Stanley Active Assets (5) | Purchase | Child | $1,001 – $15K | 29 |
| 2025-03-10 | SPDR Long Dollar Gold Trust via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | 29 |
| 2025-03-10 | SPDR Long Dollar Gold Trust via Morgan Stanley Active Assets (6) | Purchase | Child | $1,001 – $15K | 29 |
| 2025-03-10 | SPDR Long Dollar Gold Trust via Morgan Stanley Active Assets (5) | Purchase | Child | $1,001 – $15K | 29 |
| 2025-03-10 | NVIDIA Corporation - Common Stock via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | 29 |
| 2025-03-10 | NVIDIA Corporation - Common Stock via Morgan Stanley Active Assets (6) | Purchase | Child | $1,001 – $15K | 29 |
| 2025-03-10 | NVIDIA Corporation - Common Stock via Morgan Stanley Active Assets (5) | Purchase | Child | $1,001 – $15K | 29 |
| 2025-03-10 | Elevance Health, Inc. Common Stock via Morgan Stanley Active Assets (1) | Sale (Full) | Self | $1,001 – $15K | 29 |
| 2025-03-10 | Elevance Health, Inc. Common Stock via Morgan Stanley Active Assets (6) | Sale (Full) | Child | $1,001 – $15K | 29 |
| 2025-03-10 | Elevance Health, Inc. Common Stock via Morgan Stanley Active Assets (5) | Sale (Full) | Child | $1,001 – $15K | 29 |
| 2025-03-10 | Broadcom Inc. - Common Stock via Morgan Stanley Active Assets (6) | Sale (Full) | Child | $1,001 – $15K | 29 |
| 2025-03-10 | Broadcom Inc. - Common Stock via Morgan Stanley Active Assets (5) | Sale (Full) | Child | $1,001 – $15K | 29 |
| 2025-03-10 | SPDR Gold Shares via Morgan Stanley Active Assets (6) | Purchase | Child | $1,001 – $15K | annual |
| 2025-03-10 | SPDR Gold Shares via Morgan Stanley Active Assets (5) | Purchase | Child | $1,001 – $15K | annual |
| 2025-03-10 | SPDR Gold Shares via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | annual |
| 2025-03-04 | State Street SPDR Portfolio S&P 500 ETF via Betterment SEP IRA | Purchase | Self | $1,001 – $15K | annual |
| 2025-03-03 | State Street SPDR Portfolio S&P 500 ETF via Betterment SEP IRA (SP) | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-03-03 | Vanguard FTSE Developed Markets ETF via Betterment SEP IRA | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-02-28 | iShares MSCI EAFE Growth ETF via Eagle Strategies Investment Account | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-02-28 | iShares 10-20 Year Treasury Bond ETF via Eagle Strategies Investment Account | Purchase | Self | $1,001 – $15K | annual |
| 2025-02-28 | iShares MSCI USA Quality Factor ETF via Eagle Strategies Investment Account | Purchase | Self | $1,001 – $15K | annual |
| 2025-02-28 | iShares MSCI EAFE Value ETF via Eagle Strategies Investment Account | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-02-28 | iShares S&P 500 Value ETF via Eagle Strategies Investment Account | Purchase | Self | $1,001 – $15K | annual |
| 2025-02-28 | iShares S&P 100 Fund via Eagle Strategies Investment Account | Purchase | Self | $1,001 – $15K | annual |
| 2025-02-28 | iShares Core S&P 500 ETF via Eagle Strategies Investment Account | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-02-28 | iShares Core MSCI Emerging Markets ETF via Eagle Strategies Investment Account | Purchase | Self | $1,001 – $15K | annual |
| 2025-02-13 | West Pharmaceutical Services, Inc. Common Stock via Morgan Stanley Active Assets (6) | Sale (Full) | Child | $1,001 – $15K | 21 |
| 2025-02-03 | State Street SPDR Portfolio S&P 500 ETF via Betterment SEP IRA (SP) | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-01-15 | Stryker Corporation Common Stock via Morgan Stanley Active Assets (6) | Purchase | Child | $1,001 – $15K | 26 |
| 2025-01-15 | Stryker Corporation Common Stock via Morgan Stanley Active Assets (5) | Purchase | Child | $1,001 – $15K | 26 |
| 2025-01-15 | Merck & Company, Inc. Common Stock via Morgan Stanley Active Assets (1) | Sale (Full) | Self | $1,001 – $15K | 26 |
| 2025-01-15 | Merck & Company, Inc. Common Stock via Morgan Stanley Active Assets (6) | Sale (Full) | Child | $1,001 – $15K | 26 |
| 2025-01-15 | Merck & Company, Inc. Common Stock via Morgan Stanley Active Assets (5) | Sale (Full) | Child | $1,001 – $15K | 26 |
| 2025-01-15 | McKesson Corporation Common Stock via Morgan Stanley Active Assets (5) | Purchase | Child | $1,001 – $15K | 26 |
| 2025-01-15 | McKesson Corporation Common Stock via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | 26 |
| 2025-01-15 | Goldman Sachs Group, Inc. via Morgan Stanley Active Assets (6) | Purchase | Child | $1,001 – $15K | 26 |
| 2025-01-15 | Goldman Sachs Group, Inc. via Morgan Stanley Active Assets (5) | Purchase | Child | $1,001 – $15K | 26 |
| 2025-01-15 | Goldman Sachs Group, Inc. via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | 26 |
| 2025-01-15 | Canadian National Railway Company Common Stock via Morgan Stanley Active Assets (1) | Sale (Full) | Self | $1,001 – $15K | 26 |
| 2025-01-15 | Canadian National Railway Company Common Stock via Morgan Stanley Active Assets (6) | Sale (Full) | Child | $1,001 – $15K | 26 |
| 2025-01-15 | Canadian National Railway Company Common Stock via Morgan Stanley Active Assets (5) | Sale (Full) | Child | $1,001 – $15K | 26 |
| 2025-01-15 | AbbVie Inc. Common Stock via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | 26 |
| 2025-01-15 | AbbVie Inc. Common Stock via Morgan Stanley Active Assets (5) | Purchase | Child | $1,001 – $15K | 26 |
| 2025-01-15 | Abbott Laboratories Common Stock via Morgan Stanley Active Assets (6) | Sale (Full) | Child | $1,001 – $15K | 26 |
| 2025-01-15 | Abbott Laboratories Common Stock via Morgan Stanley Active Assets (5) | Sale (Full) | Child | $1,001 – $15K | 26 |
| 2025-01-15 | Abbott Laboratories Common Stock via Morgan Stanley Active Assets (1) | Sale (Full) | Self | $1,001 – $15K | 26 |
| 2025-01-03 | State Street SPDR Portfolio S&P 500 ETF via Betterment SEP IRA (SP) | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-11-08 | West Pharmaceutical Services, Inc. Common Stock (WST) [ST] Active Assets (1) Active Assets via Morgan Stanley Active Assets (1) | Sale (Full) | Self | $1,001 – $15K | 31 |
| 2024-11-08 | Tractor Supply Company - Common Stock via Morgan Stanley Active Assets (5) | Purchase | Child | $1,001 – $15K | 31 |
| 2024-11-08 | Tractor Supply Company - Common Stock via Morgan Stanley Active Assets (6) | Purchase | Child | $1,001 – $15K | 31 |
| 2024-11-08 | T-Mobile US, Inc. via Morgan Stanley Active Assets (5) | Purchase | Child | $1,001 – $15K | 31 |
| 2024-11-08 | The Energy Select Sector SPDR Fund via Morgan Stanley Active Assets (1) | Purchase | Self | $15K – $50K | 31 |
| 2024-11-08 | Texas Instruments Incorporated - Common Stock via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | 31 |
| 2024-11-08 | Sherwin-Williams Company via Morgan Stanley Active Assets (5) | Purchase | Child | $1,001 – $15K | 31 |
| 2024-11-08 | Sherwin-Williams Company via Morgan Stanley Active Assets (6) | Purchase | Child | $1,001 – $15K | 31 |
| 2024-11-08 | Sherwin-Williams Company via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | 31 |
| 2024-11-08 | Seacoast Banking Corporation of Florida - Common Stock via Morgan Stanley Active Assets (5) | Sale (Full) | Child | $50K – $100K | 31 |
| 2024-11-08 | Seacoast Banking Corporation of Florida - Common Stock via Morgan Stanley Active Assets (6) | Sale (Full) | Child | $15K – $50K | 31 |
| 2024-11-08 | QUALCOMM Incorporated - Common Stock via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | 31 |
| 2024-11-08 | Pepsico, Inc. via Morgan Stanley Active Assets (5) | Purchase | Child | $1,001 – $15K | 31 |
| 2024-11-08 | Pepsico, Inc. via Morgan Stanley Active Assets (6) | Purchase | Child | $1,001 – $15K | 31 |
| 2024-11-08 | Oracle Corporation Common Stock via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | 31 |
| 2024-11-08 | NVIDIA Corporation - Common Stock via Morgan Stanley Active Assets (5) | Purchase | Child | $1,001 – $15K | 31 |
| 2024-11-08 | Meta Platforms, Inc. - Class A Common Stock via Morgan Stanley Active Assets (5) | Purchase | Child | $1,001 – $15K | 31 |
| 2024-11-08 | Merck & Company, Inc. Common Stock via Morgan Stanley Active Assets (5) | Purchase | Child | $1,001 – $15K | 31 |
| 2024-11-08 | McDonald's Corporation Common Stock via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | 31 |
| 2024-11-08 | Lockheed Martin Corporation Common Stock via Morgan Stanley Active Assets (5) | Purchase | Child | $1,001 – $15K | 31 |
| 2024-11-08 | Linde plc - Ordinary Shares via Morgan Stanley Active Assets (5) | Purchase | Child | $1,001 – $15K | 31 |
| 2024-11-08 | Linde plc - Ordinary Shares via Morgan Stanley Active Assets (6) | Purchase | Child | $1,001 – $15K | 31 |
| 2024-11-08 | JP Morgan Chase & Co. Common Stock via Morgan Stanley Active Assets (5) | Purchase | Child | $1,001 – $15K | 31 |
| 2024-11-08 | Johnson & Johnson Common Stock via Morgan Stanley Active Assets (5) | Purchase | Child | $1,001 – $15K | 31 |
| 2024-11-08 | Home Depot, Inc. via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | 31 |
| 2024-11-08 | Exxon Mobil Corporation Common Stock via Morgan Stanley Active Assets (1) | Sale (Full) | Self | $1,001 – $15K | 31 |
| 2024-11-08 | Elevance Health, Inc. Common Stock via Morgan Stanley Active Assets (5) | Purchase | Child | $1,001 – $15K | 31 |
| 2024-11-08 | Cummins Inc. Common Stock via Morgan Stanley Active Assets (5) | Purchase | Child | $1,001 – $15K | 31 |
| 2024-11-08 | Cummins Inc. Common Stock via Morgan Stanley Active Assets (6) | Purchase | Child | $1,001 – $15K | 31 |
| 2024-11-08 | Chevron Corporation Common Stock via Morgan Stanley Active Assets (1) | Sale (Full) | Self | $1,001 – $15K | 31 |
| 2024-11-08 | Broadcom Inc. - Common Stock via Morgan Stanley Active Assets (5) | Purchase | Child | $1,001 – $15K | 31 |
| 2024-11-08 | Broadcom Inc. - Common Stock via Morgan Stanley Active Assets (6) | Purchase | Child | $1,001 – $15K | 31 |
| 2024-11-08 | Berkshire Hathaway Inc. New Common Stock via Morgan Stanley Active Assets (5) | Purchase | Child | $1,001 – $15K | 31 |
| 2024-11-08 | Atmos Energy Corporation Common Stock via Morgan Stanley Active Assets (5) | Purchase | Child | $1,001 – $15K | 31 |
| 2024-11-08 | Analog Devices, Inc. - Common Stock via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | 31 |
| 2024-11-08 | Amazon.com, Inc. - Common Stock via Morgan Stanley Active Assets (5) | Purchase | Child | $1,001 – $15K | 31 |
| 2024-11-08 | Amazon.com, Inc. - Common Stock via Morgan Stanley Active Assets (6) | Purchase | Child | $1,001 – $15K | 31 |
| 2024-11-08 | Amazon.com, Inc. - Common Stock via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | 31 |
| 2024-11-08 | Alphabet Inc. - Class C Capital Stock via Morgan Stanley Active Assets (5) | Purchase | Child | $1,001 – $15K | 31 |
| 2024-11-08 | Accenture plc Class A Ordinary Shares via Morgan Stanley Active Assets (1) | Purchase | Self | $1,001 – $15K | 31 |
| 2024-11-08 | A.O. Smith Corporation Common Stock via Morgan Stanley Active Assets (1) | Sale (Full) | Self | $1,001 – $15K | 31 |
| 2024-11-08 | iShares Core Total USD Bond Market ETF via Eagle Strategies Investment Account | Sale (Partial) | Self | $1,001 – $15K | annual |
What their office spends
What Moskowitz's House office spent each quarter, from the House's Statement of Disbursements (the Member's Representational Allowance: staff, travel, offices in Washington and the district, mail): $2,220,673 over the last 4 quarters, 69% of it staff pay. A quarter's figures include late lines charged to the year before.
- Staff pay
- Travel
- Offices: rent, phones, utilities
- Mail and printing
- Everything else
The numbers
| Quarter | Staff pay | Travel | Offices: rent, phones, utilities | Mail and printing | Everything else | Total |
|---|---|---|---|---|---|---|
| Q2 '26 | $378,209 | $20,275 | $5,175 | $141,176 | $34,647 | $579,481 |
| Q1 '26 | $374,747 | $24,467 | $38,527 | $43,933 | $33,142 | $514,817 |
| Q4 '25 | $415,529 | $18,436 | $87,373 | $101,772 | $38,228 | $661,339 |
| Q3 '25 | $357,083 | $19,535 | $4,688 | $52,710 | $31,021 | $465,036 |
| Q2 '25 | $356,273 | $21,907 | $6,823 | $451 | $46,968 | $432,422 |
| Q1 '25 | $381,892 | $34,404 | $9,048 | $1,932 | $35,713 | $462,990 |
| Q4 '24 | $495,355 | $22,985 | $8,480 | $849 | $47,115 | $574,784 |
| Q3 '24 | $341,468 | $16,400 | $32,623 | $78,950 | $9,980 | $479,422 |
| Q2 '24 | $378,491 | $32,935 | $6,477 | $79,509 | $17,667 | $515,081 |
| Q1 '24 | $375,121 | $34,891 | $34,065 | $38,449 | $54,059 | $536,584 |
| Q4 '23 | $445,023 | $30,728 | $14,240 | $117,075 | $25,201 | $632,267 |
| Q3 '23 | $344,211 | $20,902 | $5,590 | $16,627 | $24,419 | $411,750 |
| Q2 '23 | $340,135 | $21,574 | $7,555 | $574 | $24,188 | $394,025 |
| Q1 '23 | $346,352 | $5,705 | $4,929 | $3,403 | $31,323 | $391,712 |
Who the office paid
Each person on the office's payroll, by what they were paid in Q3 2025–Q2 2026, as the House publishes it (a title's "other compensation" counted with it).
All 40
| Name | Title | Paid | Quarters |
|---|---|---|---|
| Cintron Morgan L. | Chief of Staff | $230,844 | 4 |
| Plassche Clare R | Legislative Director | $169,417 | 4 |
| Brier Theresa K. | District Director | $166,167 | 4 |
| Dougan-Rocha Alexis | District Scheduler/office Mana | $100,792 | 4 |
| Goldberg Lewis M | Caseworker | $94,292 | 4 |
| Raducci Jennifer E | Caseworker | $89,292 | 4 |
| Fischer Marcello D. | Staff Assistant | $83,250 | 4 |
| Teppala Harshitha | Legislative Assistant | $80,375 | 4 |
| Smith Dylan P. | Senior Advisor | $68,069 | 2 |
| Morgan Shelby K. | Dc Scheduler | $65,667 | 4 |
| Gordon Samuel B. | Deputy Communications Dir | $63,233 | 4 |
| Alvarez Santiago | Staff Assistant | $59,206 | 4 |
| Rogoff Alexander B. | Director of Outreach | $49,583 | 3 |
| Bowman Christopher D. | Communications Director | $42,967 | 2 |
| Dolberg Andrew S. | Part-time Employee | $38,000 | 4 |
| Jones Sean P. | Shared Employee | $34,000 | 4 |
| Edelson Brandey | Outreach Director | $14,806 | 1 |
| Sabria Anna C. | Paid Intern - House Program | $10,908 | 2 |
| Chan Evan L. | Legislative Correspondent | $10,625 | 1 |
| Nagy Keith L. | Press Secretary | $9,250 | 1 |
| Wright Shelby P. | Paid Intern - House Program | $6,400 | 2 |
| Armstrong Rachel O. | Paid Intern - House Program | $6,400 | 2 |
| Quinn Caden | Paid Intern - House Program | $5,120 | 2 |
| Seflin Geena R. | Paid Intern - House Program | $3,840 | 2 |
| Torres Makenzi | Paid Intern - House Program | $2,760 | 2 |
| Oria Hanna | Paid Intern - House Program | $2,147 | 1 |
| Gellman Ilana R. | Paid Intern - House Program | $2,133 | 1 |
| Houghtalen Victoria A. | Shared Employee | $2,000 | 1 |
| West Camille | Paid Intern - House Program | $1,820 | 1 |
| Tau Aidan I. | Paid Intern - House Program | $1,820 | 1 |
| Hoellwarth Halley M. | Paid Intern - House Program | $1,680 | 1 |
| Straus Idan | Paid Intern - House Program | $1,653 | 1 |
| Schwartz Zachary L. | Paid Intern - House Program | $1,653 | 1 |
| Cardozo Gabriella | Paid Intern - House Program | $1,653 | 1 |
| Amradkar Saumil | Paid Intern - House Program | $1,653 | 1 |
| Koon Patrick L. | Paid Intern - House Program | $1,067 | 1 |
| Larancuent Sara E. | Paid Intern - House Program | $420 | 1 |
| Bailey Fiona C. | Paid Intern - House Program | $420 | 1 |
| Fortenberry Anna L. | Paid Intern - House Program | $93 | 1 |
| Bruener Sophia R. | Paid Intern - House Program | $93 | 1 |
Private funds
Where the money goes
Their trades in each (band midpoints) plus their largest year holding it. Funds that sell to outside investors file a Form D with the SEC, which names who runs them; family LLCs, trusts and private companies file nothing public. A trade made through a family LLC counts for the LLC and for what it bought.
All 4, with what their filings say
Matched to SEC filers by name, so a match means "a filer with this name". Form D facts are from the newest one; manager figures from the SEC's monthly Form ADV file. Money is band midpoints, not dollars invested.
| Fund or entity | Manager | Formed | Kind | Minimum | Investors | First sale | They bought | Traded | Held |
|---|---|---|---|---|---|---|---|---|---|
| Mod LLC | held 2022 | $1.0M – $5.0M | |||||||
| Aexlab | held 2022 | $15K – $50K | |||||||
| Stationhead, Inc. | held 2022 | $15K – $50K | |||||||
| StartEngine | held 2022 | $1,001 – $15K |
How their trades did
Each of Moskowitz's trades in a company's stock, priced on its trade date and again 30 and 90 days later, less what the S&P 500 did over the same days; a sale counts the other way. 474 of their trades could be priced (ETFs, funds and since-delisted stocks can't). Their average is below what chance gives at 30 and 90 days. Every member, compared.
- the same trades on other days (95% of the time)
- their average against the market
Before the public knew: between trading and first reporting a trade (a median of 32 days; 13% of them reported late), their trades moved -0.7% against the market, where the same trades on other days give +0.1% to +2.0%. Copying each on the day it was reported would have earned -0.0% over the next 30 days.
Their trades as a fund
Each purchase buys the middle of its amount band, each sale sells it, from Feb 21, 2023: 12.3% a year against the S&P 500's 20.4%; copying the reports, 15.4%. Their timing is within what chance gives (the same stocks, in the same order, moved by up to a year). The House ETF.
- Their trades
- Copying the reports
- S&P 500
Best timed
- Bought Broadcom Inc. (AVGO) 2026-03-31 · $1,001 – $15K · +24.4% against the market in 30 days, +6.4% in 90
- Sold Tractor Supply Company (TSCO) 2026-03-23 · $1,001 – $15K · +23.2% against the market in 30 days, +48.3% in 90
- Sold Tractor Supply Company (TSCO) 2026-03-23 · $1,001 – $15K · +23.2% against the market in 30 days, +48.3% in 90
Worst timed
- Sold QUALCOMM Incorporated (QCOM) 2026-03-31 · $15K – $50K · -28.9% against the market in 30 days, -32.6% in 90
- Sold West Pharmaceutical Services, Inc. (WST) 2025-02-13 · $1,001 – $15K · -23.2% against the market in 30 days, -7.1% in 90
- Bought PNC Financial Services Group, Inc. (PNC) 2023-02-21 · $1,001 – $15K · -20.3% against the market in 30 days, -27.9% in 90
Financial disclosures
32 reports
Every report is a PDF at the Clerk of the House (disclosures-clerk.house.gov); a member's reports are linked on their page.
1 trade has a date that can't be right as filed (a year like 0217, a day after the report was filed, or outside the year an annual report covers); none fixed by an amendment.
Trades with a date that can't be right
| Report filed | Trade date | Asset | Problem | Since |
|---|---|---|---|---|
| Aug 13, 2024 | 2024-07-14 | Target Corporation Common Stock (TGT) | Outside the year the report covers | Repeated on the amendment |