Debbie Dingell
Representative
MI-12
2025 disclosure
Debbie Dingell (MI-12) disclosed a net worth range between $8.4M and $20.1M in their 2025 annual filing.
Compare this disclosure with the House of Representatives net worth rankings .
Net worth
Estimated from the ranges in the member's annual financial disclosures: the band runs from the sum of disclosed asset minimums less liability maximums up to the sum of asset maximums less liability minimums. Only electronically filed reports are read — a missing year means no electronic filing, not zero net worth.
Latest net worth (band)
$8.4M – $20.1M
Rank by disclosed net worth
Reporting year
2025
Disclosed assets
118
Disclosed liabilities
1
Net worth band by reporting year
2021
2022
2023
2024
2025
| Year | Filed | Net worth band |
|---|---|---|
| 2025 | 2026-05-15 | $8.4M – $20.1M |
| 2024 | 2025-05-14 | $7.9M – $19.1M |
| 2023 | 2024-05-15 | $6.8M – $17M |
| 2022 | 2023-05-15 | $5.9M – $14.8M |
| 2021 | 2022-05-16 | $7.3M – $17M |
Disclosed assets
The assets Debbie Dingell itemised in their 2025 annual report, largest bracket first. Descriptions are the filer's own wording, and each value is the bracket they checked on the form — never a reported amount.
Disclosed lines
118
Total disclosed (band)
$8.9M – $20.3M
Showing the 100 largest of 118 disclosed lines.
| Description | Type | Income | Value |
|---|---|---|---|
| GM Retirement Savings Plan ⇒ INCOME FUND | MF |
Tax-Deferred
|
$500K - $1M |
| Morgan Stanley Smith Barney LLC Brokerage Account - Spouse Irrevocable Trust ⇒ Davis Opportunity Fund Class A (RPEAX) | MF |
$50K - $100K
Capital Gains, Dividends
|
$500K - $1M |
| Morgan Stanley Smith Barney LLC Brokerage Account ⇒ Microsoft Corporation (MSFT) | ST |
$5K - $15K
Dividends
|
$500K - $1M |
| GM Retirement Savings Plan ⇒ FID DIVERSIFIED INTL. | MF |
Tax-Deferred
|
$250K - $500K |
| GM Retirement Savings Plan ⇒ SSGALG CAP INDEX | MF |
Tax-Deferred
|
$250K - $500K |
| Morgan Stanley Smith Barney LLC Brokerage Account - Spouse Irrevocable Trust ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) | ST |
$15K - $50K
Capital Gains, Dividends
|
$250K - $500K |
| Morgan Stanley Smith Barney LLC Brokerage Account - Spouse Irrevocable Trust ⇒ Apple Inc. (AAPL) | ST |
$15K - $50K
Capital Gains, Dividends
|
$250K - $500K |
| Morgan Stanley Smith Barney LLC Brokerage Account ⇒ Apple Inc. (AAPL) | ST |
$1K - $2.5K
Dividends
|
$250K - $500K |
| Morgan Stanley Smith Barney LLC Brokerage Account ⇒ Blackstone Inc. (BX) | ST |
$5K - $15K
Dividends
|
$250K - $500K |
| Morgan Stanley Smith Barney LLC Brokerage Account ⇒ Gabelli Dividend & Income Trust Common Shares of Beneficial Interest (GDV) | ST |
$5K - $15K
Capital Gains, Dividends
|
$250K - $500K |
| Morgan Stanley Smith Barney LLC Brokerage Account ⇒ Mutual Quest Fund Class Z (MQIFX) | MF |
$5K - $15K
Dividends
|
$250K - $500K |
| Morgan Stanley Smith Barney LLC Brokerage Account ⇒ Wal-Mart Stores, Inc. (WMT) | ST |
$1K - $2.5K
Dividends
|
$250K - $500K |
| Morgan Stanley Smith Barney LLC IRA ⇒ Davis New York Venture Fund A (NYVTX) | MF |
Tax-Deferred
|
$250K - $500K |
| GM Retirement Savings Plan ⇒ FID GROWTH COMPANY | MF |
Tax-Deferred
|
$100K - $250K |
| GM Retirement Savings Plan ⇒ LSV LARGE CAP VALUE | MF |
Tax-Deferred
|
$100K - $250K |
| Morgan Stanley Smith Barney LLC Brokerage Account - Spouse Irrevocable Trust ⇒ Amazon.com, Inc. (AMZN) | ST | — | $100K - $250K |
| Morgan Stanley Smith Barney LLC Brokerage Account - Spouse Irrevocable Trust ⇒ BlackRock Capital Appreciation Fund Inc. Investor A (MDFGX) | MF |
$15K - $50K
Capital Gains
|
$100K - $250K |
| Morgan Stanley Smith Barney LLC Brokerage Account - Spouse Irrevocable Trust ⇒ First Trust Dorsey Wright Focus 5 ETF (FV) | ST |
$201 - $1K
Dividends
|
$100K - $250K |
| Morgan Stanley Smith Barney LLC Brokerage Account - Spouse Irrevocable Trust ⇒ Home Depot, Inc. (HD) | ST |
$2.5K - $5K
Dividends
|
$100K - $250K |
| Morgan Stanley Smith Barney LLC Brokerage Account - Spouse Irrevocable Trust ⇒ Johnson Controls International plc Ordinary Share (JCI) | ST |
$1K - $2.5K
Dividends
|
$100K - $250K |
| Morgan Stanley Smith Barney LLC Brokerage Account - Spouse Irrevocable Trust ⇒ Mutual Quest Fund Class Z (MQIFX) | MF |
$5K - $15K
Dividends
|
$100K - $250K |
| Morgan Stanley Smith Barney LLC Brokerage Account ⇒ ACAP Strategic Fund (XCAPX) | MF | — | $100K - $250K |
| Morgan Stanley Smith Barney LLC Brokerage Account ⇒ ALPS O'Shares U.S. Quality Dividend ETF (OUSA) | EF |
$2.5K - $5K
Dividends
|
$100K - $250K |
| Morgan Stanley Smith Barney LLC Brokerage Account ⇒ ATHENE ANNUITY AND LIFE COMPANY MYG 5 MVA (3300956222) | FN | — | $100K - $250K |
| Morgan Stanley Smith Barney LLC Brokerage Account ⇒ Davis Select U.S. Equity ETF (DUSA) | EF |
$1K - $2.5K
Dividends
|
$100K - $250K |
| Morgan Stanley Smith Barney LLC Brokerage Account ⇒ Dodge & Cox Stock Fund - Class I (DODGX) | MF |
$15K - $50K
Capital Gains, Dividends
|
$100K - $250K |
| Morgan Stanley Smith Barney LLC Brokerage Account ⇒ Federated Hermes Prime Cash Obligations Fund Wealth Shares (PCOXX) | MF |
$5K - $15K
Dividends
|
$100K - $250K |
| Morgan Stanley Smith Barney LLC Brokerage Account ⇒ MASSACHUSETTS MUTUAL STABLE VOYAGE FIXED DEFERRED A | FN | — | $100K - $250K |
| Morgan Stanley Smith Barney LLC Brokerage Account ⇒ Marsh & McLennan Companies, Inc. (MMC) | ST |
$1K - $2.5K
Dividends
|
$100K - $250K |
| Morgan Stanley Smith Barney LLC Brokerage Account ⇒ PRUDENTIAL WEALTHGUARD MULTI-YEAR POLICY (74430V148) | FN | — | $100K - $250K |
| Morgan Stanley Smith Barney LLC Brokerage Account ⇒ Pepsico, Inc. (PEP) | ST |
$2.5K - $5K
Dividends
|
$100K - $250K |
| Morgan Stanley Smith Barney LLC Brokerage Account ⇒ Procter & Gamble Company (PG) | ST |
$2.5K - $5K
Dividends
|
$100K - $250K |
| Morgan Stanley Smith Barney LLC Brokerage Account ⇒ UnitedHealth Group Incorporated (UNH) | ST |
$2.5K - $5K
Dividends
|
$100K - $250K |
| Morgan Stanley Smith Barney LLC IRA ⇒ ALPS O'Shares U.S. Quality Dividend ETF (OUSA) | ST |
Tax-Deferred
|
$100K - $250K |
| Morgan Stanley Smith Barney LLC IRA ⇒ ATHENE ANNUITY AND LIFE COMPANY MYG 3 MVA (04685L511)F | FN |
Tax-Deferred
|
$100K - $250K |
| Morgan Stanley Smith Barney LLC IRA ⇒ Ares Capital Corporation - Closed End Fund (ARCC) | ST |
Tax-Deferred
|
$100K - $250K |
| Morgan Stanley Smith Barney LLC IRA ⇒ Cohen & Steers Closed-End Opportunity Fund, Inc. (FOF) | ST |
Tax-Deferred
|
$100K - $250K |
| Morgan Stanley Smith Barney LLC IRA ⇒ Costco Wholesale Corporation (COST) | ST |
Tax-Deferred
|
$100K - $250K |
| Morgan Stanley Smith Barney LLC IRA ⇒ Gabelli Dividend & Income Trust Common Shares of Beneficial Interest (GDV) | ST |
Tax-Deferred
|
$100K - $250K |
| Morgan Stanley Smith Barney LLC IRA ⇒ MASSACHUSETTS MUTUAL STABLE VOYAGE FIXED DEFERRED A | FN |
Tax-Deferred
|
$100K - $250K |
| Morgan Stanley Smith Barney LLC IRA ⇒ Nicholas Fd (NICSX) | MF |
Tax-Deferred
|
$100K - $250K |
| Morgan Stanley Smith Barney LLC IRA ⇒ RTX Corporation Common Stock (RTX) | ST |
Tax-Deferred
|
$100K - $250K |
| Morgan Stanley Smith Barney LLC IRA ⇒ SPDR S&P Dividend ETF (SDY) | ST |
Tax-Deferred
|
$100K - $250K |
| Morgan Stanley Smith Barney LLC IRA ⇒ Touchstone Dividend Equity Fund Class A (TQCAX) | MF |
Tax-Deferred
|
$100K - $250K |
| WELLS FARGO BANK - CHECKING ACCOUNT | BA |
$1 - $200
Interest
|
$100K - $250K |
| Morgan Stanley Smith Barney LLC Brokerage Account - Spouse Irrevocable Trust ⇒ Catalyst/Millburn Hedge Strategy Fund Class A (MBXAX) | MF | — | $50K - $100K |
| Morgan Stanley Smith Barney LLC Brokerage Account - Spouse Irrevocable Trust ⇒ Davis Global Fund Class A (DGFAX) | MF |
$2.5K - $5K
Capital Gains, Dividends
|
$50K - $100K |
| Morgan Stanley Smith Barney LLC Brokerage Account - Spouse Irrevocable Trust ⇒ Heartland Value Fund Investor Class Shs (HRTVX) | MF |
$5K - $15K
Capital Gains, Dividends
|
$50K - $100K |
| Morgan Stanley Smith Barney LLC Brokerage Account - Spouse Irrevocable Trust ⇒ Johnson & Johnson (JNJ) | ST |
$1K - $2.5K
Dividends
|
$50K - $100K |
| Morgan Stanley Smith Barney LLC Brokerage Account - Spouse Irrevocable Trust ⇒ Mutual Beacon Fd Cl Z (BEGRX) | MF |
$2.5K - $5K
Capital Gains, Dividends
|
$50K - $100K |
| Morgan Stanley Smith Barney LLC Brokerage Account ⇒ Cisco Systems, Inc. (CSCO) | ST |
$1K - $2.5K
Dividends
|
$50K - $100K |
| Morgan Stanley Smith Barney LLC Brokerage Account ⇒ Comcast Corporation - Class A (CMCSA) | ST |
$2.5K - $5K
Dividends
|
$50K - $100K |
| Morgan Stanley Smith Barney LLC Brokerage Account ⇒ Dodge & Cox International Stock Fund - Class I (DODFX) | MF |
$2.5K - $5K
Capital Gains, Dividends
|
$50K - $100K |
| Morgan Stanley Smith Barney LLC Brokerage Account ⇒ FEDERAL NATIONAL MORTGAGE ASSOCIATION POOL MA5471 | CS |
$15K - $50K
Interest, Return of Principal
|
$50K - $100K |
| Morgan Stanley Smith Barney LLC Brokerage Account ⇒ GOVERNMENT NATIONAL MORTGAGE ASSOCIATION POOL (MA9542) | GS |
$15K - $50K
Interest, Return of Principal
|
$50K - $100K |
| Morgan Stanley Smith Barney LLC Brokerage Account ⇒ Honeywell International Inc. (HON) | ST |
$1K - $2.5K
Dividends
|
$50K - $100K |
| Morgan Stanley Smith Barney LLC Brokerage Account ⇒ MORGAN STANLEY PREFERRED SAVINGS - QC | BA |
$201 - $1K
Interest
|
$50K - $100K |
| Morgan Stanley Smith Barney LLC Brokerage Account ⇒ Mondelez International, Inc. - Class A (MDLZ) | ST |
$1K - $2.5K
Dividends
|
$50K - $100K |
| Morgan Stanley Smith Barney LLC Brokerage Account ⇒ Novartis AG (NVS) | ST |
$1K - $2.5K
Dividends
|
$50K - $100K |
| Morgan Stanley Smith Barney LLC Brokerage Account ⇒ The Income Fund of America, Class A Shares (AMECX) | MF |
$5K - $15K
Capital Gains, Dividends
|
$50K - $100K |
| Morgan Stanley Smith Barney LLC Brokerage Account ⇒ Waste Management, Inc. (WM) | ST |
$1K - $2.5K
Dividends
|
$50K - $100K |
| Morgan Stanley Smith Barney LLC IRA ⇒ Amgen Inc. (AMGN) | ST |
Tax-Deferred
|
$50K - $100K |
| Morgan Stanley Smith Barney LLC IRA ⇒ Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund Common Shares of Beneficial Inter (PTA) | ST |
Tax-Deferred
|
$50K - $100K |
| Morgan Stanley Smith Barney LLC IRA ⇒ Dodge & Cox Stock Fund - Class I (DODGX) | MF |
Tax-Deferred
|
$50K - $100K |
| Morgan Stanley Smith Barney LLC IRA ⇒ FS CREDIT REIT | RE |
Tax-Deferred
|
$50K - $100K |
| Morgan Stanley Smith Barney LLC IRA ⇒ Morgan Stanley (MS) | ST |
Tax-Deferred
|
$50K - $100K |
| Morgan Stanley Smith Barney LLC IRA ⇒ Walt Disney Company (DIS) | ST |
Tax-Deferred
|
$50K - $100K |
| WELLS FARGO BANK - CHECKING ACCOUNT | BA | — | $50K - $100K |
| CONGRESSIONAL FEDERAL CREDIT UNION | BA |
$1 - $200
Interest
|
$15K - $50K |
| Morgan Stanley Smith Barney LLC Brokerage Account - Spouse Irrevocable Trust ⇒ ALPS O'Shares U.S. Quality Dividend ETF (OUSA) | EF |
$201 - $1K
Dividends
|
$15K - $50K |
| Morgan Stanley Smith Barney LLC Brokerage Account - Spouse Irrevocable Trust ⇒ Abbott Laboratories (ABT) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| Morgan Stanley Smith Barney LLC Brokerage Account - Spouse Irrevocable Trust ⇒ Ally Financial Inc. (ALLY) | ST |
$1K - $2.5K
Dividends
|
$15K - $50K |
| Morgan Stanley Smith Barney LLC Brokerage Account - Spouse Irrevocable Trust ⇒ Coca-Cola Company (KO) | ST |
$1K - $2.5K
Dividends
|
$15K - $50K |
| Morgan Stanley Smith Barney LLC Brokerage Account - Spouse Irrevocable Trust ⇒ Eaton Vance Tax-Managed Global Diversified Equity Income Fund Eaton Vance Tax-Managed Global Diversi (EXG) | ST |
$2.5K - $5K
Capital Gains, Dividends
|
$15K - $50K |
| Morgan Stanley Smith Barney LLC Brokerage Account - Spouse Irrevocable Trust ⇒ Honeywell International Inc. (HON) | ST |
$5K - $15K
Capital Gains, Dividends
|
$15K - $50K |
| Morgan Stanley Smith Barney LLC Brokerage Account - Spouse Irrevocable Trust ⇒ Marriott International - Class A (MAR) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| Morgan Stanley Smith Barney LLC Brokerage Account ⇒ Alcon Inc. Ordinary Shares (ALC) | ST |
$1 - $200
Dividends
|
$15K - $50K |
| Morgan Stanley Smith Barney LLC Brokerage Account ⇒ Becton, Dickinson and Company (BDX) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| Morgan Stanley Smith Barney LLC Brokerage Account ⇒ Corteva, Inc. (CTVA) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| Morgan Stanley Smith Barney LLC Brokerage Account ⇒ DE WITT MICH PUB SCHS | GS |
$1K - $2.5K
Interest
|
$15K - $50K |
| Morgan Stanley Smith Barney LLC Brokerage Account ⇒ Davis Opportunity Fund Class A (RPEAX) | MF |
$5K - $15K
Capital Gains, Dividends
|
$15K - $50K |
| Morgan Stanley Smith Barney LLC Brokerage Account ⇒ Eaton Vance Municipal Income Trust Common Stock (EVN) | ET |
$1K - $2.5K
Dividends, Interest
|
$15K - $50K |
| Morgan Stanley Smith Barney LLC Brokerage Account ⇒ Eaton Vance Tax-Managed Global Diversified Equity Income Fund Eaton Vance Tax-Managed Global Diversi (EXG) | ST |
$1K - $2.5K
Capital Gains, Dividends
|
$15K - $50K |
| Morgan Stanley Smith Barney LLC Brokerage Account ⇒ Emerson Electric Company (EMR) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| Morgan Stanley Smith Barney LLC Brokerage Account ⇒ First Trust Global Tactical Commodity Strategy Fund (FTGC) | EF |
$5K - $15K
Dividends
|
$15K - $50K |
| Morgan Stanley Smith Barney LLC Brokerage Account ⇒ GOVERNMENT NATIONAL MORTGAGE ASSOCIATION POOL (MA9309) | GS |
$15K - $50K
Interest, Return of Principal
|
$15K - $50K |
| Morgan Stanley Smith Barney LLC Brokerage Account ⇒ GOVERNMENT NATIONAL MORTGAGE ASSOCIATION POOL (MA9365) | GS |
$15K - $50K
Interest, Return of Principal
|
$15K - $50K |
| Morgan Stanley Smith Barney LLC Brokerage Account ⇒ GRAND RAPIDS MICH PUB SC GENL OBLIG REF | GS |
$1K - $2.5K
Interest
|
$15K - $50K |
| Morgan Stanley Smith Barney LLC Brokerage Account ⇒ International Business Machines Corporation (IBM) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| Morgan Stanley Smith Barney LLC Brokerage Account ⇒ Invesco Global Fund Class A (OPPAX) | MF |
$5K - $15K
Capital Gains
|
$15K - $50K |
| Morgan Stanley Smith Barney LLC Brokerage Account ⇒ MICHIGAN ST | GS |
$201 - $1K
Interest
|
$15K - $50K |
| Morgan Stanley Smith Barney LLC Brokerage Account ⇒ Mutual Global Discovery Fund Class A (TEDIX) | MF |
$2.5K - $5K
Capital Gains, Dividends
|
$15K - $50K |
| Morgan Stanley Smith Barney LLC Brokerage Account ⇒ Toronto Dominion Bank (TD) | ST |
$1K - $2.5K
Dividends
|
$15K - $50K |
| Morgan Stanley Smith Barney LLC Brokerage Account ⇒ United Bankshares, Inc. (UBSI) | ST |
$1K - $2.5K
Dividends
|
$15K - $50K |
| Morgan Stanley Smith Barney LLC Brokerage Account ⇒ WESTERN ASSET INTERMEDIATE TERM MUNICIPALS FUND CLASS A (SBLTX) | GS |
$201 - $1K
Dividends, Interest
|
$15K - $50K |
| Morgan Stanley Smith Barney LLC IRA ⇒ ARES CAPITAL CORP. | CS |
Tax-Deferred
|
$15K - $50K |
| Morgan Stanley Smith Barney LLC IRA ⇒ Dodge & Cox International Stock Fund - Class I (DODFX) | MF |
Tax-Deferred
|
$15K - $50K |
| Morgan Stanley Smith Barney LLC IRA ⇒ Federated Hermes Prime Cash Obligations Fund Wealth Shares (PCOXX) | MF |
Tax-Deferred
|
$15K - $50K |
| Morgan Stanley Smith Barney LLC IRA ⇒ GOLDMAN SACHS BDC INC (GSBD) | EF |
Tax-Deferred
|
$15K - $50K |
| Morgan Stanley Smith Barney LLC IRA ⇒ GOVERNMENT NATIONAL MTG ASSN POOL MB0260 (3618N5JEO) | GS |
Tax-Deferred
|
$15K - $50K |
Disclosed liabilities
The liabilities itemised in the 2025 annual report, largest bracket first. These are the amounts subtracted when the net worth band above is rolled up.
Disclosed lines
1
Total disclosed (band)
$250K – $500K
| Description | Amount owed |
|---|---|
| Mortgage in Ann Arbor, Michigan (U.S. Bank) | $250K - $500K |
Recent stock trades
Disclosed trades
65
Avg. disclosure lag
13.4 days
Filed past 45-day deadline
1.5%
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2026-04-21 | PTA ST · Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund Common Shares of Beneficial Interest (PTA) | Buy | — Morgan Stanley Smith Barney LLC IRA | $1K - $15K | 2026-04-28 | 7d |
| 2025-11-24 | HON Honeywell International Inc. (HON) | Sell | — | $15K - $50K | 2025-12-06 | 12d |
| 2025-11-24 | AAPL Apple Inc. - Common Stock (AAPL) | Sell | — | $50K - $100K | 2025-12-06 | 12d |
| 2025-11-24 | SOLS Solstice Advanced Materials Inc. - Common Stock (SOLS) | Sell | — | $1K - $15K | 2025-12-06 | 12d |
| 2025-03-27 | WMT ST · Walmart Inc. Common Stock (WMT) | Buy | — Morgan Stanley Smith Barney LLC Brokerage Account | $15K - $50K | 2025-04-02 | 6d |
| 2025-01-15 | DIS ST · Walt Disney Company (DIS) | Buy | — Morgan Stanley Smith Barney LLC IRA | $1K - $15K | 2025-01-27 | 12d |
| 2024-06-13 | AAPL ST · Apple Inc. - Common Stock (AAPL) | Sell | — Morgan Stanley Smith Barney LLC Brokerage Account - Spouse Irrevocable Trust | $15K - $50K | 2024-06-24 | 11d |
| 2024-06-12 | AAPL ST · Apple Inc. - Common Stock (AAPL) | Sell | — Morgan Stanley Smith Barney LLC Brokerage Account - Spouse Irrevocable Trust | $15K - $50K | 2024-06-24 | 12d |
| 2024-06-12 | AAPL ST · Apple Inc. - Common Stock (AAPL) | Sell | — Morgan Stanley Smith Barney LLC Brokerage Account - Spouse Irrevocable Trust | $1K - $15K | 2024-06-24 | 12d |
| 2023-12-05 | MDT ST · Medtronic plc. Ordinary Shares (MDT) | Buy | — Morgan Stanley Smith Barney LLC IRA | $15K - $50K | 2023-12-14 | 9d |
| 2023-04-10 | CTVA ST · Corteva, Inc. (CTVA) | Buy | — Morgan Stanley Smith Barney LLC Brokerage Account | $15K - $50K | 2023-04-19 | 9d |
| 2023-04-10 | BX ST · Blackstone Inc. (BX) | Buy | — Morgan Stanley Smith Barney LLC Brokerage Account | $15K - $50K | 2023-04-19 | 9d |
| 2023-03-08 | SVC SERVICE PROPERTIES TRUST (SVC) | Sell | — | $15K - $50K | 2023-03-15 | 7d |
| 2022-12-19 | SWK ST · Stanley Black & Decker, Inc. (SWK) | Sell | — Morgan Stanley Smith Barney LLC Brokerage Account - Spouse Irrevocable Trust | $1K - $15K | 2023-01-01 | 13d |
| 2022-12-19 | META ST · Meta Platforms, Inc. - Class A (META) | Sell | — Morgan Stanley Smith Barney LLC Brokerage Account - Spouse Irrevocable Trust | $15K - $50K | 2023-01-01 | 13d |
| 2022-11-29 | DIS ST · Walt Disney Company (DIS) | Buy | — Morgan Stanley Smith Barney LLC IRA | $1K - $15K | 2023-05-15 | 167d late |
| 2022-08-03 | PG ST · Procter & Gamble Company (PG) | Buy | — Morgan Stanley Smith Barney LLC Brokerage Account | $1K - $15K | 2022-08-15 | 12d |
| 2022-05-16 | WMB Williams Companies, Inc. (WMB) | Sell | — | $15K - $50K | 2022-05-19 | 3d |
| 2022-04-18 | AAPL ST · Apple Inc. (AAPL) | Sell | — Morgan Stanley Smith Barney LLC Brokerage Account - Spouse Irrevocable Trust | $15K - $50K | 2022-04-26 | 8d |
| 2021-12-01 | SLVM ST · Sylvamo Corporation (SLVM) F ILINg S TATuS : New S uBHOLDINg O F : Morgan Stanley Smith Barney LLC Brokerage Account - Spouse Irrevocable Trust | Sell | — | $1K - $15K | 2021-12-10 | 9d |
| 2021-12-01 | IP ST · International Paper Company (IP) F ILINg S TATuS : New S uBHOLDINg O F : Morgan Stanley Smith Barney LLC Brokerage Account - Spouse Irrevocable Trust | Sell | — | $15K - $50K | 2021-12-10 | 9d |
| 2021-12-01 | AAPL ST · Apple Inc. (AAPL) F ILINg S TATuS : New S uBHOLDINg O F : Morgan Stanley Smith Barney LLC Brokerage Account - Spouse Irrevocable Trust | Sell | — | $15K - $50K | 2021-12-10 | 9d |
| 2021-12-01 | SLVM Sylvamo Corporation (SLVM) | Sell | — | $1K - $15K | 2021-12-10 | 9d |
| 2021-12-01 | IP International Paper Company (IP) | Sell | — | $15K - $50K | 2021-12-10 | 9d |
| 2021-12-01 | AAPL Apple Inc. (AAPL) | Sell | — | $15K - $50K | 2021-12-10 | 9d |
Estimated portfolio performance
Price return of the portfolio reconstructed from this member's disclosed trades over each trailing window, versus the S&P 500 (SPY), as of 2026-09-09. Trade sizes are disclosed only as ranges, so every figure is an estimate. Returns use comparable raw closes and exclude dividends; a window crossing a captured split is left unavailable instead of mixing price bases.
No Performance Estimate
This member hasn't disclosed enough priced trades to estimate a portfolio return yet.
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-09-09). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
6 stocks were omitted because the disclosed trade history crosses a captured split and the older stored price basis is not certified.