Every member's trades, newest first.
Ralph Norman: personal finances
What Ralph Norman owns, owes, earns outside Congress and trades, from the financial disclosure reports they file about themselves. This is not campaign money. Who gave to their campaign is a different filing, on their contributors page.
The balance sheet below is from their annual report for 2025, filed August 13, 2026; the trades are from every filing on record. Read from the Clerk of the House on September 25, 2026.
$14M–$57M
reported assets less reported debts
$18M–$59M
in 137 holdings
$1.8M–$3.5M
owed across 4 debts
180
reported trades
The shape of it
The four figures below are the tables further down this page, grouped. Nothing here is a number a filer wrote: a column’s solid part is the total of the low ends of the bands they ticked and its pale cap runs on to the total of the highs, so a tall pale cap is a wide disclosure and not an uncertain measurement. The ring divides the low ends alone, which is why it says “at least”.
Drawn from Ralph Norman’s own filings, and from nothing else. Who gave to their campaign is a different filing entirely — none of it is in these figures, and it has a page of its own.
What they own
Every asset Ralph Norman reported on their annual report for 2025, covering 2025: what it is worth and what it paid out over the year, both as the bands the form offers rather than as figures. A personal residence that earns no income is not on this form and is not missing from the table — the law does not ask about it.
Whose they are
The law asks about a spouse’s and a dependent child’s assets as well as the member’s own, so these figures are a household’s and not one person’s.
| Held by | Holdings | Reported value |
|---|---|---|
| The member | 109 | $17,242,109 to $56,930,000 |
| Jointly held | 21 | $204,021 to $760,000 |
| Spouse | 7 | $431,007 to $1,115,000 |
Every holding, largest first
Ordered by the middle of each band, which is used to sort and is never printed: the form reports a range and a midpoint would be a precision it refuses.
| Asset | Value | Income type | Income |
|---|---|---|---|
| Four Belles LLC > Isle of Palms Beach HouseReal property | $1,000,001 to $5,000,000 | None | — |
| Norman Development > 020-23-01-001Real property | $1,000,001 to $5,000,000 | Rent | $100,001 to $1,000,000 |
| Norman Development > 667-01-01-092Real property | $1,000,001 to $5,000,000 | Rent | $50,001 to $100,000 |
| Norman Development > 667-01-01-093Real property | $1,000,001 to $5,000,000 | Rent | $100,001 to $1,000,000 |
| Norman Development > 667-01-01-107Real property | $1,000,001 to $5,000,000 | Rent | $50,001 to $100,000 |
| Ralph David > 663-00-00-004Real property | $1,000,001 to $5,000,000 | Rent | $50,001 to $100,000 |
| RD Corners > 633-08-01-021Real property | $1,000,001 to $5,000,000 | Rent | $100,001 to $1,000,000 |
| 4 Norm > 655-00-00-020Real property | $500,001 to $1,000,000 | Rent | $50,001 to $100,000 |
| 4 Norm > Hwy 160/Take 5Real property | $500,001 to $1,000,000 | Rent | $100,001 to $1,000,000 |
| Collenge InvestmentReal property | $500,001 to $1,000,000 | None | — |
| Landover Timber > 3382-86-9466-0000Real property | $500,001 to $1,000,000 | None | — |
| Norman Development > 622-00-00-012Real property | $500,001 to $1,000,000 | None | — |
| Norman Development > 667-01-01-010Real property | $500,001 to $1,000,000 | Rent | $15,001 to $50,000 |
| Norman Development > 667-01-01-019Real property | $500,001 to $1,000,000 | Rent | $50,001 to $100,000 |
| Norman Development > 667-01-01-023Real property | $500,001 to $1,000,000 | Rent | $15,001 to $50,000 |
| Norman Development > 667-01-01-134Real property | $500,001 to $1,000,000 | Rent | $50,001 to $100,000 |
| RD Corners > 633-08-01-020Real property | $500,001 to $1,000,000 | None | — |
| South State BankBank deposit | $500,001 to $1,000,000 | Interest | $15,001 to $50,000 |
| South State Corporation (SSB)SSBStock | $500,001 to $1,000,000 | Dividends | $15,001 to $50,000 |
| Celanese North, LLC > Celanese NorthReal property | $250,001 to $500,000 | None | — |
| India Hook Development > 635-00-00-041Real property | $250,001 to $500,000 | None | — |
| Landover Beach > R-05805-003-040Real property | $250,001 to $500,000 | None | — |
| Landover One > 633-00-00-002Real property | $250,001 to $500,000 | Rent | $5,001 to $15,000 |
| Norman Development > 667-01-01-119Real property | $250,001 to $500,000 | None | — |
| Norman Development > Medical BuildingReal property | $250,001 to $500,000 | None | — |
Show the remaining 112 holdings (all 137)
| Asset | Value | Income type | Income |
|---|---|---|---|
| Norman Development > Waynesville Golf CourseReal property | $250,001 to $500,000 | None | — |
| Waynesville Investment, LLC > Waynesville InvestmentReal property | $250,001 to $500,000 | None | — |
| American Century IRA > American Century Growth Fund - I Class (TWGIX)TWGIXSpouse · Mutual fund | $100,001 to $250,000 | Tax-Deferred | — |
| American Century IRA > American Century Select Fund Investor ClassSpouse · Mutual fund | $100,001 to $250,000 | Tax-Deferred | — |
| American Century IRA > American Century Ultra Fund Investor ClassSpouse · Mutual fund | $100,001 to $250,000 | Tax-Deferred | — |
| Drypowder PO LLC > PowdersvilleReal property | $100,001 to $250,000 | None | — |
| Exxon Mobil Corporation (XOM)XOMSpouse · Stock | $100,001 to $250,000 | Dividends | $5,001 to $15,000 |
| Fayet Hotel LLC > Holiday Inn ExpressReal property | $100,001 to $250,000 | Interest, Rent | $5,001 to $15,000 |
| First Land Company > Galleria MallReal property | $100,001 to $250,000 | Rent | $5,001 to $15,000 |
| First Land Company > The PerchReal property | $100,001 to $250,000 | Rent | $1,001 to $2,500 |
| Galleria Land > 667-01-01-005Real property | $100,001 to $250,000 | Rent | $2,501 to $5,000 |
| LPL Brokerage Account > Deere & Company (DE)DEJointly held · Stock | $100,001 to $250,000 | Dividends | $1,001 to $2,500 |
| Montcross Hawley Ave, LLC > Belmont Home 2Real property | $100,001 to $250,000 | Interest, Rent | $2,501 to $5,000 |
| Norman Development > 670-00-00-142Real property | $100,001 to $250,000 | None | — |
| Norman Development > Myrtle Beach, SC HotelReal property | $100,001 to $250,000 | None | — |
| Norman RH OZ LLC > GuardianReal property | $100,001 to $250,000 | Rent | $201 to $1,000 |
| Rock Hill LLC > Myrtle Beach HotelReal property | $100,001 to $250,000 | Dividends | $15,001 to $50,000 |
| State FF, LLC > Statesville FairfieldReal property | $100,001 to $250,000 | None | — |
| America Funds > The Income Fund of America Class AMutual fund | $50,001 to $100,000 | Dividends | $201 to $1,000 |
| First Land Company > 592-00-00-005Real property | $50,001 to $100,000 | None | — |
| First Land Company > 633-00-00-006Real property | $50,001 to $100,000 | Rent | $2,501 to $5,000 |
| First Land Company > 633-00-00-019Real property | $50,001 to $100,000 | Rent | $15,001 to $50,000 |
| First Land Company > 633-08-01-015Real property | $50,001 to $100,000 | Rent | $5,001 to $15,000 |
| First Land Company > 667-01-01-139Real property | $50,001 to $100,000 | Rent | $15,001 to $50,000 |
| First Land Company > Celanese PropertyReal property | $50,001 to $100,000 | Rent | $1,001 to $2,500 |
| First Land Company > Cherry RoadReal property | $50,001 to $100,000 | Rent | $5,001 to $15,000 |
| Hwy 21 Storage LLC > Hwy 21 StorageReal property | $50,001 to $100,000 | None | — |
| India Hook Development > 635-00-00-273Real property | $50,001 to $100,000 | None | — |
| Landover One > 506-00-00-017Real property | $50,001 to $100,000 | Rent | $1,001 to $2,500 |
| Landover One > 667-01-01-060Real property | $50,001 to $100,000 | Rent | $5,001 to $15,000 |
| Norman Development > Monument SignReal property | $50,001 to $100,000 | Rent | $15,001 to $50,000 |
| TR Gateway, LLC > Travelers Rest Hampton/LandReal property | $50,001 to $100,000 | Interest, Rent | $2,501 to $5,000 |
| Truist Financial Corporation (TFC)TFCStock | $50,001 to $100,000 | Dividends | $2,501 to $5,000 |
| American Century IRA > American Century Growth Fund Investor ClassMutual fund | $15,001 to $50,000 | Tax-Deferred | — |
| American Electric Power Company, Inc. (AEP)AEPSpouse · Stock | $15,001 to $50,000 | Dividends | $1,001 to $2,500 |
| Bank of America Corporation (BAC)BACStock | $15,001 to $50,000 | Dividends | $2,501 to $5,000 |
| Dominion Resources, Inc. (D)DStock | $15,001 to $50,000 | Dividends | $1 to $200 |
| First Land Company > 633-00-00-013Real property | $15,001 to $50,000 | None | — |
| First Land Company > 667-01-01-141Real property | $15,001 to $50,000 | Rent | $2,501 to $5,000 |
| First Land Company > 760 Herlong RdReal property | $15,001 to $50,000 | Rent | $1,001 to $2,500 |
| First Land Company > Heckled/HerlongReal property | $15,001 to $50,000 | None | — |
| First Land Company > Herlong AveReal property | $15,001 to $50,000 | None | — |
| First Land Company > Red River RoadReal property | $15,001 to $50,000 | None | — |
| First Land Company > Thomason TractReal property | $15,001 to $50,000 | None | — |
| First Land Company > ValvolineReal property | $15,001 to $50,000 | Rent | $201 to $1,000 |
| FLPO 1 > SharonwoodReal property | $15,001 to $50,000 | None | — |
| Galleria Land > 662-04-01-086Real property | $15,001 to $50,000 | None | — |
| Galleria Land > 662-04-01-087Real property | $15,001 to $50,000 | Rent | $1,001 to $2,500 |
| Lancaster Land > 0044-00-018-00Real property | $15,001 to $50,000 | None | — |
| Landover One > 633-00-00-001Real property | $15,001 to $50,000 | Rent | $1,001 to $2,500 |
| Landover One > 633-06-01-041Real property | $15,001 to $50,000 | None | — |
| LPL Brokerage Account >Jointly held | $15,001 to $50,000 | Dividends | $201 to $1,000 |
| LPL Brokerage Account > AT&T Inc. (T)TJointly held · Stock | $15,001 to $50,000 | Dividends | $201 to $1,000 |
| LPL Brokerage Account > Eaton Vance Emerging and Frontier Countries Equity Fund I (EICOX)EICOXJointly held · Mutual fund | $15,001 to $50,000 | Dividends | $1,001 to $2,500 |
| LPL Brokerage Account > LPL Brokerage Sweep AccountJointly held · Bank deposit | $15,001 to $50,000 | Interest | $1 to $200 |
| LPL Brokerage Account > Payden Core Bond Fund (PYCBX)PYCBXJointly held · Mutual fund | $15,001 to $50,000 | Dividends | $201 to $1,000 |
| LPL Brokerage Account > SPDR Gold Shares (GLD)GLDJointly held · Exchange-traded fund | $15,001 to $50,000 | Dividends | $1 to $200 |
| LPL Financial SEP IRA > Payden Core Bond Fund (PYCBX)PYCBXMutual fund | $15,001 to $50,000 | Tax-Deferred | — |
| Norman Concord > 633-08-01-010Real property | $15,001 to $50,000 | Rent | $1,001 to $2,500 |
| Norman Green > 0533-0401-00715Real property | $15,001 to $50,000 | Rent | $50,001 to $100,000 |
| Pfizer, Inc. (PFE)PFEStock | $15,001 to $50,000 | Dividends | $201 to $1,000 |
| South State Bank IRA > Halliburton Company (HAL)HALStock | $15,001 to $50,000 | Tax-Deferred | — |
| Walt Disney Company (DIS)DISStock | $15,001 to $50,000 | Dividends | $201 to $1,000 |
| Wells Fargo IRA - SP > Allspring Special Large Cap Value FundSpouse · Mutual fund | $15,001 to $50,000 | Tax-Deferred | — |
| Wells Fargo IRA > Allspring Special Large Cap Value FundMutual fund | $15,001 to $50,000 | Tax-Deferred | — |
| Coca-Cola Company (KO)KOStock | $1,001 to $15,000 | Dividends | $201 to $1,000 |
| DTE Energy Company (DTE)DTEStock | $1,001 to $15,000 | Dividends | $1,001 to $2,500 |
| First Land Company > 633-00-00-010Real property | $1,001 to $15,000 | None | — |
| First Land Company > 633-08-01-005Real property | $1,001 to $15,000 | None | — |
| First Land Company > 635-00-00-114Real property | $1,001 to $15,000 | None | — |
| First Land Company > 667-01-01-144Real property | $1,001 to $15,000 | Rent | $1,001 to $2,500 |
| First Land Company > Bonneybrook HouseReal property | $1,001 to $15,000 | None | — |
| First Land Company > Celanese BridgeReal property | $1,001 to $15,000 | None | — |
| First Land Company > College Avenue DuplexReal property | $1,001 to $15,000 | Rent | $1 to $200 |
| First Land Company > Green LandReal property | $1,001 to $15,000 | None | — |
| Kanawah > 665-00-00-001Real property | $1,001 to $15,000 | None | — |
| Landover One > 633-00-00-012Real property | $1,001 to $15,000 | None | — |
| Landover One > 633-06-01-025Real property | $1,001 to $15,000 | None | — |
| Landover One > 633-06-01-025 (2)Real property | $1,001 to $15,000 | None | — |
| Landover One > 633-06-01-042Real property | $1,001 to $15,000 | None | — |
| Laurel Creek, LLC > 635-07-01-001Real property | $1,001 to $15,000 | None | — |
| Laurel Creek, LLC > 635-07-01-069Real property | $1,001 to $15,000 | None | — |
| Laurel Creek, LLC > Magnolia RoomReal property | $1,001 to $15,000 | None | — |
| Laurel Creek, LLC > Melrose HouseReal property | $1,001 to $15,000 | None | — |
| LPL Brokerage Account > American Funds Inflation Linked Bond Fund - Class F-2 (BFIGX)BFIGXJointly held · Mutual fund | $1,001 to $15,000 | Dividends | $1 to $200 |
| LPL Brokerage Account > Eaton Vance Floating Rate & High Income Fund Insti Cl (EIFHX)EIFHXJointly held · Mutual fund | $1,001 to $15,000 | Dividends | $201 to $1,000 |
| LPL Brokerage Account > FT Vest Laddered Buffer ETF (BUFR)BUFRJointly held · Exchange-traded fund | $1,001 to $15,000 | None | — |
| LPL Brokerage Account > iShares U.S. Telecommunications ETF (IYZ)IYZJointly held · Exchange-traded fund | $1,001 to $15,000 | Capital Gains, Dividends | $201 to $1,000 |
| LPL Brokerage Account > Ishares US Basic Materials IYMJointly held · Exchange-traded fund | $1,001 to $15,000 | Dividends | $1 to $200 |
| LPL Brokerage Account > JPMorgan Equity Premium Income FundJointly held · Mutual fund | $1,001 to $15,000 | Capital Gains, Dividends | $1 to $200 |
| LPL Brokerage Account > Macquarie Large Cap Growth Fund Institutional (IYGIX)IYGIXJointly held · Mutual fund | $1,001 to $15,000 | Capital Gains | $1,001 to $2,500 |
| LPL Brokerage Account > Nasdaq-100 Index Fund Investor Class (NASDX)NASDXJointly held · Mutual fund | $1,001 to $15,000 | Dividends | $201 to $1,000 |
| LPL Brokerage Account > Northern Funds International Equity Index Portfolio (NOINX)NOINXJointly held · Mutual fund | $1,001 to $15,000 | Dividends | $1 to $200 |
| LPL Brokerage Account > Payden Emerging Markets Bond Fund (PYEMX)PYEMXJointly held · Mutual fund | $1,001 to $15,000 | Dividends | $1 to $200 |
| LPL Brokerage Account > Putnam Convertible Securities Fund Class Y (PCGYX)PCGYXJointly held · Mutual fund | $1,001 to $15,000 | Capital Gains, Dividends | $2,501 to $5,000 |
| LPL Brokerage Account > Putnam Core Equity Fund Class Y (PMYYX)PMYYXJointly held · Mutual fund | $1,001 to $15,000 | Dividends | $201 to $1,000 |
| LPL Brokerage Account > State Street SPDR Dow Jones Industrial Average ETF Trust (DIA)DIAJointly held · Exchange-traded fund | $1,001 to $15,000 | Capital Gains | $201 to $1,000 |
| LPL Brokerage Account > T. Rowe Price Financial Services Fund, Inc. (PRISX)PRISXJointly held · Mutual fund | $1,001 to $15,000 | Capital Gains | $201 to $1,000 |
| LPL Financial SEP IRA > Eaton Vance Emerging and Frontier Countries Equity Fund I (EICOX)EICOXMutual fund | $1,001 to $15,000 | Tax-Deferred | — |
| LPL Financial SEP IRA > JPMorgan Equity Premium Income FundMutual fund | $1,001 to $15,000 | Tax-Deferred | — |
| LPL Financial SEP IRA > Nasdaq-100 Index Fund Investor Class (NASDX)NASDXMutual fund | $1,001 to $15,000 | Tax-Deferred | — |
| LPL Financial SEP IRA > Putnam Core Equity Fund Class Y (PMYYX)PMYYXMutual fund | $1,001 to $15,000 | Tax-Deferred | — |
| LPL Financial SEP IRA > SPDR Gold Shares (GLD)GLDExchange-traded fund | $1,001 to $15,000 | Tax-Deferred | — |
| LPL Financial SEP IRA > Sweep AccountBank deposit | $1,001 to $15,000 | Tax-Deferred | — |
| Norman Development > 020-23-01-006Real property | $1,001 to $15,000 | None | — |
| Norman Development > 670-00-00-194Real property | $1,001 to $15,000 | None | — |
| Norman Development > 670-00-00-195Real property | $1,001 to $15,000 | None | — |
| Piedmont Hills > 667-01-01-002Real property | $1,001 to $15,000 | None | — |
| RH Carwash, LLC > Dave Lyle Car WashReal property | $1,001 to $15,000 | None | — |
| South State Bank IRA > South State Bank IRA (Cash)IRA | $1,001 to $15,000 | Tax-Deferred | — |
| South State Bank IRA > South State Bank IRA (Cash)Spouse · IRA | $1,001 to $15,000 | Tax-Deferred | — |
| Southern Company (SO)SOStock | $1,001 to $15,000 | Dividends | $1,001 to $2,500 |
What they earn
Two different things, and the form treats them differently. Earned income is money for work — salary, fees, a pension, a book advance — and a filer reports their own to the cent and a spouse’s only as “over $1,000” or not at all. Unearned income is what the assets above threw off, reported in bands like the assets themselves. Congressional salary is on neither list: the form does not ask, because it is public and nearly identical for every member.
Earned income
This report lists no earned income outside congressional salary.
Unearned income from the assets
The income column of every holding above, added up. Dividends, interest, rent and capital gains, each reported as a band, so the total is a band several times wider than any single figure in it.
$942,072 to $5,296,800 over 2025, from 72 holdings reporting income.
What they owe
Debts over $10,000 owed at any point in the year, as bands. A mortgage on a personal residence is reported only in the circumstances the form sets out, so an absent mortgage is not evidence there is none.
| Creditor | Kind | Incurred | Amount owed |
|---|---|---|---|
| Bank of York | finance property investment | August 2014 | $500,001 to $1,000,000 |
| South State | line of credit from property holdings | June 2016 | $500,001 to $1,000,000 |
| TD Bank | finance personal property investment | Nov 2010 | $500,001 to $1,000,000 |
| Family Trust | Personal residence mortgage | January 2021 | $250,001 to $500,000 |
Reported liabilities total $1,750,004 to $3,500,000 across 4 debts.
What they trade
Every securities transaction Ralph Norman has reported, newest first, from their periodic transaction reports and from the transactions schedule of each annual report. Under the STOCK Act a trade over $1,000 must be reported within 45 days of the filer learning of it, which is what the last column is: the clock runs from that date, so a trade reported months after it happened is not necessarily late.
A trade reported twice is counted once here. A sale in March is disclosed on a periodic report within 45 days and again on the next annual report, so rows agreeing on date, asset, direction, amount and owner are collapsed, and the document linked is the one that disclosed it first. Two genuinely separate identical trades on one day would collapse too: that is an undercount, and it is the one this page prefers to a double count.
67 trades in 2025 · 112 trades in 2024 · 1 trade with no usable date.
| Date | What | Asset | Amount | Reported as known | Document |
|---|---|---|---|---|---|
| December 31, 2025 | Purchase | LPL Brokerage Account > Eaton Vance Emerging and Frontier Countries Equity Fund I (EICOX)EICOXJointly held | $1,001 to $15,000 | — | Filing |
| November 13, 2025 | Purchase | LPL Brokerage Account > Eaton Vance Emerging and Frontier Countries Equity Fund I (EICOX)EICOXJointly held | $1,001 to $15,000 | — | Filing |
| November 13, 2025 | Sale | LPL Brokerage Account > Eaton Vance Floating Rate & High Income Fund Insti Cl (EIFHX)EIFHXJointly held | $1,001 to $15,000 | — | Filing |
| November 13, 2025 | Sale | LPL Brokerage Account > Macquarie Large Cap Growth Fund Institutional (IYGIX)IYGIXJointly held | $1,001 to $15,000 | — | Filing |
| November 13, 2025 | Purchase | LPL Brokerage Account > Payden Emerging Markets Bond Fund (PYEMX)PYEMXJointly held | $1,001 to $15,000 | — | Filing |
| November 13, 2025 | Purchase | LPL Financial SEP IRA > Eaton Vance Emerging and Frontier Countries Equity Fund I (EICOX)EICOX | $1,001 to $15,000 | — | Filing |
| November 13, 2025 | Sale | LPL Financial SEP IRA > Macquarie Large Cap Growth Fund Institutional (IYGIX)IYGIX | $1,001 to $15,000 | — | Filing |
| August 6, 2025 | Sale | Tryon Building Investment LLC > Tryon Building Investment | $250,001 to $500,000 | — | Filing |
| July 3, 2025 | Purchase | LPL Brokerage Account > Eaton Vance Emerging and Frontier Countries Equity Fund I (EICOX)EICOXJointly held | $15,001 to $50,000 | — | Filing |
| July 3, 2025 | Purchase | LPL Brokerage Account > Northern Funds International Equity Index Portfolio (NOINX)NOINXJointly held | $1,001 to $15,000 | — | Filing |
| June 3, 2025 | Sale | LPL Brokerage Account > Fidelity Advisor Consumer Discretionary Fund: Class I (FCNIX)FCNIXJointly held | $1,001 to $15,000 | — | Filing |
| June 3, 2025 | Sale | LPL Brokerage Account > Fidelity Advisor Technology Fund: Class I (FATIX)FATIXJointly held | $1,001 to $15,000 | — | Filing |
| June 3, 2025 | Sale | LPL Brokerage Account > Franklin DynaTech Fund Class Advisor (FDYZX)FDYZXJointly held | $1,001 to $15,000 | — | Filing |
| June 3, 2025 | Sale | LPL Brokerage Account > iShares S&P Mid-Cap 400 Value ETF (IJJ)IJJJointly held | $1,001 to $15,000 | — | Filing |
| June 3, 2025 | Sale | LPL Brokerage Account > iShares U.S. Telecommunications ETF (IYZ)IYZJointly held | $1,001 to $15,000 | — | Filing |
| June 3, 2025 | Purchase | LPL Brokerage Account > Macquarie Large Cap Growth Fund Institutional (IYGIX)IYGIXJointly held | $1,001 to $15,000 | — | Filing |
| June 3, 2025 | Purchase | LPL Brokerage Account > Payden Core Bond Fund (PYCBX)PYCBXJointly held | $15,001 to $50,000 | — | Filing |
| June 3, 2025 | S (partial) | LPL Brokerage Account > T. Rowe Price Financial Services Fund, Inc. (PRISX)PRISXJointly held | $1,001 to $15,000 | — | Filing |
| June 3, 2025 | Purchase | LPL Financial SEP IRA > Macquarie Large Cap Growth Fund Institutional (IYGIX)IYGIX | $1,001 to $15,000 | — | Filing |
| June 3, 2025 | Purchase | LPL Financial SEP IRA > Nasdaq-100 Index Fund Investor Class (NASDX)NASDX | $1,001 to $15,000 | — | Filing |
| June 3, 2025 | Purchase | LPL Financial SEP IRA > Putnam Core Equity Fund Class Y (PMYYX)PMYYX | $1,001 to $15,000 | — | Filing |
| June 2, 2025 | Purchase | LPL Brokerage Account > American Funds Inflation Linked Bond Fund - Class F-2 (BFIGX)BFIGXJointly held | $1,001 to $15,000 | — | Filing |
| June 2, 2025 | Sale | LPL Brokerage Account > iShares TIPS Bond ETF (TIP)TIPJointly held | $1,001 to $15,000 | — | Filing |
| June 2, 2025 | Sale | LPL Financial SEP IRA > State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL)BIL | $15,001 to $50,000 | — | Filing |
| May 20, 2025 | Sale | Warren Norman Company 401K Plan > American Funds 2020 Target Date - Class R2E | $100,001 to $250,000 | — | Filing |
Show the remaining 155 trades (all 180)
| Date | What | Asset | Amount | Reported as known | Document |
|---|---|---|---|---|---|
| April 1, 2025 | Sale | LPL Brokerage Account > BrandywineGLOBAL High Yield Fund Class I (BGHIX)BGHIXJointly held | $1,001 to $15,000 | — | Filing |
| April 1, 2025 | Purchase | LPL Brokerage Account > iShares TIPS Bond ETF (TIP)TIPJointly held | $1,001 to $15,000 | — | Filing |
| April 1, 2025 | S (partial) | LPL Brokerage Account > Payden Emerging Markets Bond Fund (PYEMX)PYEMXJointly held | $1,001 to $15,000 | — | Filing |
| April 1, 2025 | Purchase | LPL Brokerage Account > Putnam Convertible Securities Fund Class Y (PCGYX)PCGYXJointly held | $1,001 to $15,000 | — | Filing |
| March 10, 2025 | Sale | LPL Financial SEP IRA > Fidelity Advisor Consumer Discretionary Fund: Class I (FCNIX)FCNIX | $1,001 to $15,000 | — | Filing |
| March 10, 2025 | Sale | LPL Financial SEP IRA > Fidelity Advisor Technology Fund: Class I (FATIX)FATIX | $1,001 to $15,000 | — | Filing |
| March 10, 2025 | Sale | LPL Financial SEP IRA > Franklin DynaTech Fund Class Advisor (FDYZX)FDYZX | $1,001 to $15,000 | — | Filing |
| March 10, 2025 | Sale | LPL Financial SEP IRA > iShares S&P Mid-Cap 400 Value ETF (IJJ)IJJ | $1,001 to $15,000 | — | Filing |
| March 10, 2025 | Sale | LPL Financial SEP IRA > iShares U.S. Telecommunications ETF (IYZ)IYZ | $1,001 to $15,000 | — | Filing |
| March 10, 2025 | S (partial) | LPL Financial SEP IRA > Nasdaq-100 Index Fund Investor Class (NASDX)NASDX | $1,001 to $15,000 | — | Filing |
| March 10, 2025 | Purchase | LPL Financial SEP IRA > Payden Core Bond Fund (PYCBX)PYCBX | $15,001 to $50,000 | — | Filing |
| March 10, 2025 | S (partial) | LPL Financial SEP IRA > Putnam Core Equity Fund Class Y (PMYYX)PMYYX | $1,001 to $15,000 | — | Filing |
| March 10, 2025 | Purchase | LPL Financial SEP IRA > State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL)BIL | $15,001 to $50,000 | — | Filing |
| March 10, 2025 | S (partial) | LPL Financial SEP IRA > T. Rowe Price Financial Services Fund, Inc. (PRISX)PRISX | $1,001 to $15,000 | — | Filing |
| March 10, 2025 | Sale | LPL Financial SEP IRA > Victory RS Partners Fund - Class Y (RSPYX)RSPYX | $1,001 to $15,000 | — | Filing |
| January 16, 2025 | Purchase | LPL Brokerage Account > BrandywineGLOBAL High Yield Fund Class I (BGHIX)BGHIXJointly held | $1,001 to $15,000 | — | Filing |
| January 16, 2025 | Purchase | LPL Brokerage Account > Eaton Vance Floating Rate & High Income Fund Insti Cl (EIFHX)EIFHXJointly held | $1,001 to $15,000 | — | Filing |
| January 16, 2025 | Sale | LPL Brokerage Account > Fidelity Advisor Corporate Bond Fund: Class I (FCBIX)FCBIXJointly held | $1,001 to $15,000 | — | Filing |
| January 16, 2025 | Sale | LPL Brokerage Account > Fidelity Advisor Equity Growth Fund: Class I (EQPGX)EQPGXJointly held | $1,001 to $15,000 | — | Filing |
| January 16, 2025 | Purchase | LPL Brokerage Account > Fidelity Advisor Technology Fund: Class I (FATIX)FATIXJointly held | $1,001 to $15,000 | — | Filing |
| January 16, 2025 | Sale | LPL Brokerage Account > Fidelity Utilities Fund (FIUIX)FIUIXJointly held | $1,001 to $15,000 | — | Filing |
| January 16, 2025 | Purchase | LPL Brokerage Account > Franklin DynaTech Fund Class Advisor (FDYZX)FDYZXJointly held | $1,001 to $15,000 | — | Filing |
| January 16, 2025 | Purchase | LPL Brokerage Account > iShares S&P Mid-Cap 400 Value ETF (IJJ)IJJJointly held | $1,001 to $15,000 | — | Filing |
| January 16, 2025 | Purchase | LPL Brokerage Account > iShares U.S. Telecommunications ETF (IYZ)IYZJointly held | $1,001 to $15,000 | — | Filing |
| January 16, 2025 | Purchase | LPL Brokerage Account > Nasdaq-100 Index Fund Investor Class (NASDX)NASDXJointly held | $1,001 to $15,000 | — | Filing |
| January 16, 2025 | Purchase | LPL Brokerage Account > Payden Emerging Markets Bond Fund (PYEMX)PYEMXJointly held | $1,001 to $15,000 | — | Filing |
| January 16, 2025 | Sale | LPL Brokerage Account > State Street SPDR Dow Jones Industrial Average ETF Trust (DIA)DIAJointly held | $1,001 to $15,000 | — | Filing |
| January 16, 2025 | S (partial) | LPL Brokerage Account > T. Rowe Price Financial Services Fund, Inc. (PRISX)PRISXJointly held | $1,001 to $15,000 | — | Filing |
| January 16, 2025 | Purchase | LPL Brokerage Account > Victory RS Partners Fund - Class Y (RSPYX)RSPYXJointly held | $1,001 to $15,000 | — | Filing |
| January 16, 2025 | Sale | LPL Brokerage Account > Wasatch-Hoisington U.S. Treasury Fund (WHOSX)WHOSXJointly held | $1,001 to $15,000 | — | Filing |
| January 16, 2025 | Purchase | LPL Financial SEP IRA > Fidelity Advisor Consumer Discretionary Fund: Class I (FCNIX)FCNIX | $1,001 to $15,000 | — | Filing |
| January 16, 2025 | Sale | LPL Financial SEP IRA > Fidelity Advisor Equity Growth Fund: Class I (EQPGX)EQPGX | $1,001 to $15,000 | — | Filing |
| January 16, 2025 | Purchase | LPL Financial SEP IRA > Fidelity Advisor Technology Fund: Class I (FATIX)FATIX | $1,001 to $15,000 | — | Filing |
| January 16, 2025 | Purchase | LPL Financial SEP IRA > Franklin DynaTech Fund Class Advisor (FDYZX)FDYZX | $1,001 to $15,000 | — | Filing |
| January 16, 2025 | Purchase | LPL Financial SEP IRA > iShares S&P Mid-Cap 400 Value ETF (IJJ)IJJ | $1,001 to $15,000 | — | Filing |
| January 16, 2025 | Purchase | LPL Financial SEP IRA > iShares U.S. Telecommunications ETF (IYZ)IYZ | $1,001 to $15,000 | — | Filing |
| January 16, 2025 | Purchase | LPL Financial SEP IRA > Nasdaq-100 Index Fund Investor Class (NASDX)NASDX | $1,001 to $15,000 | — | Filing |
| January 16, 2025 | S (partial) | LPL Financial SEP IRA > Putnam Core Equity Fund Class Y (PMYYX)PMYYX | $1,001 to $15,000 | — | Filing |
| January 16, 2025 | S (partial) | LPL Financial SEP IRA > SPDR Gold Shares (GLD)GLD | $1,001 to $15,000 | — | Filing |
| January 16, 2025 | Sale | LPL Financial SEP IRA > State Street SPDR Dow Jones Industrial Average ETF Trust (DIA)DIA | $1,001 to $15,000 | — | Filing |
| January 16, 2025 | S (partial) | LPL Financial SEP IRA > T. Rowe Price Financial Services Fund, Inc. (PRISX)PRISX | $1,001 to $15,000 | — | Filing |
| January 16, 2025 | Purchase | LPL Financial SEP IRA > Victory RS Partners Fund - Class Y (RSPYX)RSPYX | $1,001 to $15,000 | — | Filing |
| December 26, 2024 | Sale | LPL Brokerage Account > AB Global Real Estate Investment Fund, Inc. - Class R (ARRRX)ARRRXJointly held | $1,001 to $15,000 | — | Filing |
| December 26, 2024 | S (partial) | LPL Brokerage Account > Franklin Utilities Fund Advisor Class (FRUAX)FRUAXJointly held | $1,001 to $15,000 | — | Filing |
| December 26, 2024 | S (partial) | LPL Brokerage Account > Putnam Large Cap Value Fund Class Y (PEIYX)PEIYXJointly held | $1,001 to $15,000 | — | Filing |
| December 26, 2024 | Sale | LPL Financial SEP IRA > DWS RREEF Real Estate Securities Fund - Class Institutional (RRRRX)RRRRX | $1,001 to $15,000 | — | Filing |
| December 26, 2024 | S (partial) | LPL Financial SEP IRA > Putnam Large Cap Value Fund Class Y (PEIYX)PEIYX | $1,001 to $15,000 | — | Filing |
| December 17, 2024 | Purchase | American Century IRA > American Century Growth Investor Class (TWCGX)TWCGX | $1,001 to $15,000 | — | Filing |
| December 17, 2024 | Purchase | American Century IRA > American Century Growth Investor Class (TWCGX)TWCGXSpouse | $1,001 to $15,000 | — | Filing |
| December 17, 2024 | Purchase | American Century IRA > American Century Select Investor Class (TWCIX)TWCIXSpouse | $1,001 to $15,000 | — | Filing |
| December 17, 2024 | Purchase | American Century IRA > American Century Ultra Investor Class (TWCUX)TWCUXSpouse | $1,001 to $15,000 | — | Filing |
| December 6, 2024 | Purchase | LPL Brokerage Account > Fidelity Advisor Consumer Discretionary Fund: Class I (FCNIX)FCNIXJointly held | $1,001 to $15,000 | — | Filing |
| December 6, 2024 | S (partial) | LPL Brokerage Account > MFS Technology Fund Class I (MTCIX)MTCIXJointly held | $1,001 to $15,000 | — | Filing |
| December 6, 2024 | Purchase | LPL Financial SEP IRA > Fidelity Advisor Consumer Discretionary Fund: Class I (FCNIX)FCNIX | $1,001 to $15,000 | — | Filing |
| December 6, 2024 | Sale | LPL Financial SEP IRA > MFS Technology Fund Class I (MTCIX)MTCIX | $1,001 to $15,000 | — | Filing |
| November 1, 2024 | Sale | LPL Brokerage Account > DWS RREEF Real Estate Securities Fund - Class Institutional (RRRRX)RRRRXJointly held | $1,001 to $15,000 | — | Filing |
| November 1, 2024 | Purchase | LPL Brokerage Account > MFS Technology Fund Class I (MTCIX)MTCIXJointly held | $1,001 to $15,000 | — | Filing |
| November 1, 2024 | Sale | LPL Financial SEP IRA > DWS RREEF Real Estate Securities Fund - Class Institutional | $1,001 to $15,000 | — | Filing |
| November 1, 2024 | Purchase | LPL Financial SEP IRA > MFS Technology Fund Class I (MTCIX)MTCIX | $1,001 to $15,000 | — | Filing |
| October 3, 2024 | S (partial) | LPL Brokerage Account > Columbia Contrarian Core Fund Class I (SMGIX)SMGIXJointly held | $1,001 to $15,000 | — | Filing |
| October 3, 2024 | Purchase | LPL Brokerage Account > DWS RREEF Real Estate Securities Fund - Class Institutional (RRRRX)RRRRXJointly held | $1,001 to $15,000 | — | Filing |
| October 3, 2024 | Purchase | LPL Brokerage Account > Fidelity Advisor Corporate Bond Fund: Class I (FCBIX)FCBIXJointly held | $1,001 to $15,000 | — | Filing |
| October 3, 2024 | Purchase | LPL Brokerage Account > Fidelity Advisor Equity Growth Fund: Class I (EQPGX)EQPGXJointly held | $1,001 to $15,000 | — | Filing |
| October 3, 2024 | Sale | LPL Brokerage Account > Fidelity Advisor Utilities Fund: Class I (FUGIX)FUGIXJointly held | $1,001 to $15,000 | — | Filing |
| October 3, 2024 | Purchase | LPL Brokerage Account > Fidelity Utilities Fund (FIUIX)FIUIXJointly held | $1,001 to $15,000 | — | Filing |
| October 3, 2024 | S (partial) | LPL Brokerage Account > Franklin DynaTech Fund Class Advisor (FDYZX)FDYZXJointly held | $1,001 to $15,000 | — | Filing |
| October 3, 2024 | Purchase | LPL Brokerage Account > Franklin Utilities Fund Advisor Class (FRUAX)FRUAXJointly held | $1,001 to $15,000 | — | Filing |
| October 3, 2024 | Sale | LPL Brokerage Account > Invesco Discovery Mid Cap Growth Fund Class Y (OEGYX)OEGYXJointly held | $1,001 to $15,000 | — | Filing |
| October 3, 2024 | Sale | LPL Brokerage Account > Macquarie National High-Yield Municipal Bond Fund Institutional (DVHIX)DVHIXJointly held | $1,001 to $15,000 | — | Filing |
| October 3, 2024 | Sale | LPL Brokerage Account > Manning & Napier Fd, High Yield Bond Series Class I (MNHAX)MNHAXJointly held | $1,001 to $15,000 | — | Filing |
| October 3, 2024 | S (partial) | LPL Brokerage Account > MFS Technology Fund Class I (MTCIX)MTCIXJointly held | $1,001 to $15,000 | — | Filing |
| October 3, 2024 | Purchase | LPL Brokerage Account > Nuveen Preferred Securities Fund - Cl R (NPSRX)NPSRXJointly held | $1,001 to $15,000 | — | Filing |
| October 3, 2024 | Sale | LPL Brokerage Account > PIMCO Preferred and Capital Securities Fund Class I-2 (PFPNX)PFPNXJointly held | $1,001 to $15,000 | — | Filing |
| October 3, 2024 | Purchase | LPL Brokerage Account > Putnam Core Equity Fund Class Y (PMYYX)PMYYXJointly held | $1,001 to $15,000 | — | Filing |
| October 3, 2024 | S (partial) | LPL Brokerage Account > Putnam Global Technology Fund Y Shs (PGTYX)PGTYXJointly held | $1,001 to $15,000 | — | Filing |
| October 3, 2024 | Purchase | LPL Brokerage Account > Putnam Large Cap Value Fund Class Y (PEIYX)PEIYXJointly held | $1,001 to $15,000 | — | Filing |
| October 3, 2024 | Purchase | LPL Brokerage Account > SPDR Dow Jones Industrial Average ETF (DIA)DIAJointly held | $1,001 to $15,000 | — | Filing |
| October 3, 2024 | S (partial) | LPL Brokerage Account > Victory Pioneer International Equity Fund Class Y (INVYX)INVYXJointly held | $1,001 to $15,000 | — | Filing |
| October 3, 2024 | Purchase | LPL Brokerage Account > Wasatch-Hoisington U.S. Treasury Fund (WHOSX)WHOSXJointly held | $1,001 to $15,000 | — | Filing |
| October 3, 2024 | Sale | LPL Financial SEP IRA > Columbia Contrarian Core Fund Class I (SMGIX)SMGIX | $1,001 to $15,000 | — | Filing |
| October 3, 2024 | Purchase | LPL Financial SEP IRA > Fidelity Advisor Equity Growth Fund: Class I (EQPGX)EQPGX | $1,001 to $15,000 | — | Filing |
| October 3, 2024 | Sale | LPL Financial SEP IRA > Fidelity Advisor Utilities Fund: Class I (FUGIX)FUGIX | $1,001 to $15,000 | — | Filing |
| October 3, 2024 | Sale | LPL Financial SEP IRA > Franklin DynaTech Fund Class Advisor (FDYZX)FDYZX | $1,001 to $15,000 | — | Filing |
| October 3, 2024 | Sale | LPL Financial SEP IRA > Invesco Discovery Mid Cap Growth Fund Class Y (OEGYX)OEGYX | $1,001 to $15,000 | — | Filing |
| October 3, 2024 | S (partial) | LPL Financial SEP IRA > MFS Technology Fund Class I (MTCIX)MTCIX | $1,001 to $15,000 | — | Filing |
| October 3, 2024 | Purchase | LPL Financial SEP IRA > Putnam Core Equity Fund Class Y (PMYYX)PMYYX | $1,001 to $15,000 | — | Filing |
| October 3, 2024 | Sale | LPL Financial SEP IRA > Putnam Global Technology Fund Y Shs (PGTYX)PGTYX | $1,001 to $15,000 | — | Filing |
| October 3, 2024 | Purchase | LPL Financial SEP IRA > Putnam Large Cap Value Fund Class Y (PEIYX)PEIYX | $1,001 to $15,000 | — | Filing |
| October 3, 2024 | Sale | LPL Financial SEP IRA > Victory Pioneer International Equity Fund Class Y (INVYX)INVYX | $1,001 to $15,000 | — | Filing |
| September 5, 2024 | Purchase | LPL Brokerage Account > DWS RREEF Real Estate Securities Fund - Class InstitutionalJointly held | $1,001 to $15,000 | — | Filing |
| September 5, 2024 | S (partial) | LPL Brokerage Account > Fidelity Advisor Consumer Discretionary Fund: Class I (FCNIX)FCNIXJointly held | $1,001 to $15,000 | — | Filing |
| September 5, 2024 | Purchase | LPL Financial SEP IRA > DWS RREEF Real Estate Securities Fund - Class Institutional (RRRRX)RRRRX | $1,001 to $15,000 | — | Filing |
| September 5, 2024 | S (partial) | LPL Financial SEP IRA > Fidelity Advisor Consumer Discretionary Fund: Class I (FCNIX)FCNIX | $1,001 to $15,000 | — | Filing |
| July 9, 2024 | S (partial) | LPL Brokerage Account > BNY Mellon Equity Income Fund Class I (DQIRX)DQIRXJointly held | $1,001 to $15,000 | — | Filing |
| July 9, 2024 | S (partial) | LPL Brokerage Account > BrandywineGLOBAL High Yield Fund Class I (BGHIX)BGHIXJointly held | $1,001 to $15,000 | — | Filing |
| July 9, 2024 | S (partial) | LPL Brokerage Account > Columbia Contrarian Core Fund Class I (SMGIX)SMGIXJointly held | $1,001 to $15,000 | — | Filing |
| July 9, 2024 | Sale | LPL Brokerage Account > DWS Short Duration Fund - Class Institutional (PPILX)PPILXJointly held | $1,001 to $15,000 | — | Filing |
| July 9, 2024 | Purchase | LPL Brokerage Account > Fidelity Advisor Consumer Discretionary Fund: Class I (FCNIX)FCNIXJointly held | $1,001 to $15,000 | — | Filing |
| July 9, 2024 | S (partial) | LPL Brokerage Account > Fidelity Advisor Corporate Bond Fund: Class I (FCBIX)FCBIXJointly held | $1,001 to $15,000 | — | Filing |
| July 9, 2024 | S (partial) | LPL Brokerage Account > Fidelity Advisor Industrials Fund: Class I (FCLIX)FCLIXJointly held | $1,001 to $15,000 | — | Filing |
| July 9, 2024 | Purchase | LPL Brokerage Account > Fidelity Advisor Utilities Fund: Class I (FUGIX)FUGIXJointly held | $1,001 to $15,000 | — | Filing |
| July 9, 2024 | S (partial) | LPL Brokerage Account > Franklin DynaTech Fund Class Advisor (FDYZX)FDYZXJointly held | $1,001 to $15,000 | — | Filing |
| July 9, 2024 | Purchase | LPL Brokerage Account > FT Vest Laddered Buffer ETF (BUFR)BUFRJointly held | $1,001 to $15,000 | — | Filing |
| July 9, 2024 | Purchase | LPL Brokerage Account > Invesco Discovery Mid Cap Growth Fund Class Y (OEGYX)OEGYXJointly held | $1,001 to $15,000 | — | Filing |
| July 9, 2024 | Sale | LPL Brokerage Account > JPMorgan Equity Premium Income Fund Class I (JEPIX)JEPIXJointly held | $1,001 to $15,000 | — | Filing |
| July 9, 2024 | Purchase | LPL Brokerage Account > Macquarie National High-Yield Municipal Bond Fund Institutional (DVHIX)DVHIXJointly held | $1,001 to $15,000 | — | Filing |
| July 9, 2024 | Purchase | LPL Brokerage Account > Manning & Napier Fd, High Yield Bond Series Class I (MNHAX)MNHAXJointly held | $1,001 to $15,000 | — | Filing |
| July 9, 2024 | Purchase | LPL Brokerage Account > MFS Technology Fund Class I (MTCIX)MTCIXJointly held | $1,001 to $15,000 | — | Filing |
| July 9, 2024 | Purchase | LPL Brokerage Account > PIMCO Preferred and Capital Securities Fund Class I-2 (PFPNX)PFPNXJointly held | $1,001 to $15,000 | — | Filing |
| July 9, 2024 | S (partial) | LPL Brokerage Account > Putnam Convertible Securities Fund Class Y (PCGYX)PCGYXJointly held | $1,001 to $15,000 | — | Filing |
| July 9, 2024 | S (partial) | LPL Brokerage Account > Putnam Global Technology Fund Y Shs (PGTYX)PGTYXJointly held | $1,001 to $15,000 | — | Filing |
| July 9, 2024 | S (partial) | LPL Brokerage Account > SPDR Dow Jones Industrial Average ETF (DIA)DIAJointly held | $1,001 to $15,000 | — | Filing |
| July 9, 2024 | Purchase | LPL Brokerage Account > T. Rowe Price Financial Services Fund, Inc. (PRISX)PRISXJointly held | $1,001 to $15,000 | — | Filing |
| July 9, 2024 | Purchase | LPL Brokerage Account > Victory Pioneer International Equity Fund Class Y (INVYX)INVYXJointly held | $1,001 to $15,000 | — | Filing |
| July 9, 2024 | Sale | LPL Financial SEP IRA > BNY Mellon Equity Income Fund Class I (DQIRX)DQIRX | $1,001 to $15,000 | — | Filing |
| July 9, 2024 | S (partial) | LPL Financial SEP IRA > Columbia Contrarian Core Fund Class I (SMGIX)SMGIX | $1,001 to $15,000 | — | Filing |
| July 9, 2024 | Sale | LPL Financial SEP IRA > DWS Short Duration Fund - Class Institutional (PPILX)PPILX | $1,001 to $15,000 | — | Filing |
| July 9, 2024 | Purchase | LPL Financial SEP IRA > Fidelity Advisor Consumer Discretionary Fund: Class I (FCNIX)FCNIX | $1,001 to $15,000 | — | Filing |
| July 9, 2024 | Sale | LPL Financial SEP IRA > Fidelity Advisor Industrials Fund: Class I (FCLIX)FCLIX | $1,001 to $15,000 | — | Filing |
| July 9, 2024 | Purchase | LPL Financial SEP IRA > Fidelity Advisor Utilities Fund: Class I (FUGIX)FUGIX | $1,001 to $15,000 | — | Filing |
| July 9, 2024 | S (partial) | LPL Financial SEP IRA > Franklin DynaTech Fund Class Advisor (FDYZX)FDYZX | $1,001 to $15,000 | — | Filing |
| July 9, 2024 | Purchase | LPL Financial SEP IRA > Invesco Discovery Mid Cap Growth Fund Class Y (OEGYX)OEGYX | $1,001 to $15,000 | — | Filing |
| July 9, 2024 | Sale | LPL Financial SEP IRA > JPMorgan Equity Premium Income Fund Class I (JEPIX)JEPIX | $1,001 to $15,000 | — | Filing |
| July 9, 2024 | Purchase | LPL Financial SEP IRA > MFS Technology Fund Class I (MTCIX)MTCIX | $1,001 to $15,000 | — | Filing |
| July 9, 2024 | S (partial) | LPL Financial SEP IRA > Putnam Global Technology Fund Y Shs (PGTYX)PGTYX | $1,001 to $15,000 | — | Filing |
| July 9, 2024 | S (partial) | LPL Financial SEP IRA > SPDR Dow Jones Industrial Average ETF (DIA)DIA | $1,001 to $15,000 | — | Filing |
| July 9, 2024 | Purchase | LPL Financial SEP IRA > T. Rowe Price Financial Services Fund, Inc. (PRISX)PRISX | $1,001 to $15,000 | — | Filing |
| July 9, 2024 | Purchase | LPL Financial SEP IRA > Victory Pioneer International Equity Fund Class Y (INVYX)INVYX | $1,001 to $15,000 | — | Filing |
| June 3, 2024 | S (partial) | LPL Brokerage Account > Fidelity Advisor Consumer Discretionary Fund: Class I (FCNIX)FCNIXJointly held | $1,001 to $15,000 | — | Filing |
| June 3, 2024 | Purchase | LPL Brokerage Account > Fidelity Advisor Utilities Fund: Class I (FUGIX)FUGIXJointly held | $1,001 to $15,000 | — | Filing |
| June 3, 2024 | S (partial) | LPL Financial SEP IRA > Fidelity Advisor Consumer Discretionary Fund: Class I (FCNIX)FCNIX | $1,001 to $15,000 | — | Filing |
| June 3, 2024 | Purchase | LPL Financial SEP IRA > Fidelity Advisor Utilities Fund: Class I (FUGIX)FUGIX | $1,001 to $15,000 | — | Filing |
| January 5, 2024 | Purchase | LPL Brokerage Account > BrandywineGLOBAL High Yield Fund Class I (BGHIX)BGHIXJointly held | $1,001 to $15,000 | — | Filing |
| January 5, 2024 | Sale | LPL Brokerage Account > DWS GNMA Fund - Class Institutional (GIGGX)GIGGXJointly held | $1,001 to $15,000 | — | Filing |
| January 5, 2024 | Purchase | LPL Brokerage Account > DWS Short Duration Fund - Class Institutional (PPILX)PPILXJointly held | $1,001 to $15,000 | — | Filing |
| January 5, 2024 | Sale | LPL Brokerage Account > Eaton Vance Floating Rate & High Income Fund Insti Cl (EIFHX)EIFHXJointly held | $1,001 to $15,000 | — | Filing |
| January 5, 2024 | Sale | LPL Brokerage Account > Federated Hermes Ultrashort Bond Fund IS Shares (FULIX)FULIXJointly held | $1,001 to $15,000 | — | Filing |
| January 5, 2024 | Purchase | LPL Brokerage Account > Fidelity Advisor Consumer Discretionary Fund: Class I (FCNIX)FCNIXJointly held | $1,001 to $15,000 | — | Filing |
| January 5, 2024 | Purchase | LPL Brokerage Account > Fidelity Advisor Corporate Bond Fund: Class I (FCBIX)FCBIXJointly held | $1,001 to $15,000 | — | Filing |
| January 5, 2024 | Sale | LPL Brokerage Account > Fidelity Advisor Technology Fund: Class I (FATIX)FATIXJointly held | $1,001 to $15,000 | — | Filing |
| January 5, 2024 | Purchase | LPL Brokerage Account > JPMorgan Equity Premium Income Fund Class I (JEPIX)JEPIXJointly held | $1,001 to $15,000 | — | Filing |
| January 5, 2024 | Purchase | LPL Brokerage Account > MFS Technology Fund Class I (MTCIX)MTCIXJointly held | $1,001 to $15,000 | — | Filing |
| January 5, 2024 | S (partial) | LPL Brokerage Account > Payden Emerging Markets Bond Fund (PYEMX)PYEMXJointly held | $1,001 to $15,000 | — | Filing |
| January 5, 2024 | S (partial) | LPL Brokerage Account > Putnam Global Technology Fund Y Shs (PGTYX)PGTYXJointly held | $1,001 to $15,000 | — | Filing |
| January 5, 2024 | Purchase | LPL Brokerage Account > SPDR Dow Jones Industrial Average ETF (DIA)DIAJointly held | $1,001 to $15,000 | — | Filing |
| January 5, 2024 | S (partial) | LPL Brokerage Account > SPDR Select Sector Fund - Consumer Discretionary (XLY)XLYJointly held | $1,001 to $15,000 | — | Filing |
| January 5, 2024 | Sale | LPL Financial SEP IRA > DWS GNMA Fund - Class Institutional (GIGGX)GIGGX | $1,001 to $15,000 | — | Filing |
| January 5, 2024 | Purchase | LPL Financial SEP IRA > DWS Short Duration Fund - Class Institutional (PPILX)PPILX | $1,001 to $15,000 | — | Filing |
| January 5, 2024 | Purchase | LPL Financial SEP IRA > Fidelity Advisor Consumer Discretionary Fund: Class I (FCNIX)FCNIX | $1,001 to $15,000 | — | Filing |
| January 5, 2024 | Sale | LPL Financial SEP IRA > Fidelity Advisor Technology Fund: Class I (FATIX)FATIX | $1,001 to $15,000 | — | Filing |
| January 5, 2024 | Purchase | LPL Financial SEP IRA > MFS Technology Fund Class I (MTCIX)MTCIX | $1,001 to $15,000 | — | Filing |
| January 5, 2024 | S (partial) | LPL Financial SEP IRA > Putnam Global Technology Fund Y Shs (PGTYX)PGTYX | $1,001 to $15,000 | — | Filing |
| January 5, 2024 | Purchase | LPL Financial SEP IRA > SPDR Dow Jones Industrial Average ETF (DIA)DIA | $1,001 to $15,000 | — | Filing |
| January 5, 2024 | S (partial) | LPL Financial SEP IRA > SPDR Select Sector Fund - Consumer Discretionary (XLY)XLY | $1,001 to $15,000 | — | Filing |
| 10/03/2025 | Purchase | LPL Financial SEP IRA > DWS RREEF Real Estate Securities Fund - Class Institutional (RRRRX)RRRRX | $1,001 to $15,000 | — | Filing |
The documents
Every disclosure on record for Ralph Norman, newest first, each linking to the filed document as the Clerk of the House published it. This page is read from those documents; where one could not be read, the row says so rather than leaving the filing out.
| Report | Filed | Read | Document |
|---|---|---|---|
| Annual report for 2025the report the figures above are from | August 13, 2026 | Yes3 rows in this report could not be read: a figure in it was not one of the ranges the form offers. Everything else on this page is from the rows that were. | Open |
| Annual report for 2024 | August 13, 2025 | Yes3 rows in this report could not be read: a figure in it was not one of the ranges the form offers. Everything else on this page is from the rows that were. | Open |
As filed by Ralph Norman under the Ethics in Government Act and published by the Clerk of the House. Every figure is the band the filer ticked, read from the filed document and not restated. A report filed on paper is published as a scan and cannot be read by this site; the documents section says which those are, and each links to the original.