Stock trading fell 98% in the last two quarters
1 stock trades made in Q4 '23 and Q1 '24, against 66 in Q2 '23 and Q3 '23. Recent quarters can still grow as late reports arrive.
Daniel S Sullivan disclosed a net worth range between $3M and $11.8M in their 2025 annual filing.
Compare this disclosure with the U.S. Senate net worth rankings .
1 stock trades made in Q4 '23 and Q1 '24, against 66 in Q2 '23 and Q3 '23. Recent quarters can still grow as late reports arrive.
Those 140 trades carry about 46.4% of the disclosed dollars, by the midpoints of the ranges.
The median trade was disclosed 29 days after it was made, and 27 of 168 trades took longer than the STOCK Act deadline.
Amounts are disclosed as ranges, so dollar shares use each range's midpoint and are estimates.
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.
| Year | Filed | Net worth band |
|---|---|---|
| 2025 | 2026-08-12 | $3M – $11.8M |
| 2024 | 2025-08-13 | $3M – $11.8M |
| 2023 | 2024-08-13 | $2.9M – $14.4M |
| 2022 | 2023-08-09 | $1.8M – $9.5M |
| 2021 | 2022-08-14 | $2.2M – $10.4M |
| 2020 | 2021-08-16 | $2.2M – $9.5M |
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2024-01-24 | RPM Stock · RPM International Inc. Common Stock | Sell | Joint | $15K - $50K | 2024-02-09 | 16d |
| 2023-08-22 | ZTS Stock · Zoetis Inc Cl A | Sell | Joint | $1K - $15K | 2023-09-22 | 31d |
| 2023-08-22 | TSCO Stock · Tractor Supply Company | Sell | Joint | $1K - $15K | 2023-09-22 | 31d |
| 2023-08-22 | TJX Stock · TJX Companies | Sell | Joint | $15K - $50K | 2023-09-22 | 31d |
| 2023-08-22 | TMO Stock · Thermo Fisher Scientific Inc | Sell | Joint | $1K - $15K | 2023-09-22 | 31d |
| 2023-08-22 | LUV Stock · Southwest Airlines Company | Sell | Joint | $1K - $15K | 2023-09-22 | 31d |
| 2023-08-22 | PNC Stock · PNC Financial Services Group, Inc. (The) Common St | Sell | Joint | $1K - $15K | 2023-09-22 | 31d |
| 2023-08-22 | PXD Stock · Pioneer Natural Resources Company | Sell | Joint | $1K - $15K | 2023-09-22 | 31d |
| 2023-08-22 | NTRS Stock · Northern Trust Corp | Sell | Joint | $1K - $15K | 2023-09-22 | 31d |
| 2023-08-22 | MSFT Stock · Microsoft Corp | Sell | Joint | $50K - $100K | 2023-09-22 | 31d |
| 2023-08-22 | MA Stock · Mastercard Inc | Sell | Joint | $1K - $15K | 2023-09-22 | 31d |
| 2023-08-22 | LH Stock · Laboratory Corp of America Holdings | Sell | Joint | $1K - $15K | 2023-09-22 | 31d |
| 2023-08-22 | HON Stock · Honeywell International Inc | Sell | Joint | $1K - $15K | 2023-09-22 | 31d |
| 2023-08-22 | CVS Stock · CVS Corp | Sell | Joint | $1K - $15K | 2023-09-22 | 31d |
| 2023-08-22 | CVX Stock · Chevron Corp | Sell | Joint | $1K - $15K | 2023-09-22 | 31d |
| 2023-08-22 | BMY Stock · Bristol-Myers Squibb Company | Sell | Joint | $1K - $15K | 2023-09-22 | 31d |
| 2023-08-22 | BLK Stock · Blackrock Inc | Sell | Joint | $1K - $15K | 2023-09-22 | 31d |
| 2023-08-22 | AAPL Stock · Apple Inc | Sell | Joint | $15K - $50K | 2023-09-22 | 31d |
| 2023-08-22 | AME Stock · AMETEK, Inc. | Sell | Joint | $1K - $15K | 2023-09-22 | 31d |
| 2023-08-22 | GOOG Stock · Alphabet Inc. - Class C Capital Stock | Sell | Joint | $15K - $50K | 2023-09-22 | 31d |
| 2023-08-22 | ALGN Stock · Align Technology, Inc. - Common Stock | Sell | Joint | $1K - $15K | 2023-09-22 | 31d |
| 2023-08-22 | ACN Stock · Accenture Plc | Sell | Joint | $15K - $50K | 2023-09-22 | 31d |
| 2023-08-22 | ULTA Stock · Ulta Beauty Inc | Sell | Joint | $1K - $15K | 2023-09-18 | 27d |
| 2023-08-22 | TJX Stock · TJX Companies | Sell | Joint | $15K - $50K | 2023-09-18 | 27d |
| 2023-08-22 | TMO Stock · Thermo Fisher Scientific Inc | Sell | Joint | $1K - $15K | 2023-09-18 | 27d |
Price return of the portfolio reconstructed from this member's disclosed trades over each trailing window, versus the S&P 500 (SPY), as of 2026-10-23. 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.
This member hasn't disclosed enough priced trades to estimate a portfolio return yet.
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-10-23). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
The assets Daniel S Sullivan 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.
| Description | Type | Income | Value |
|---|---|---|---|
| RPM - RPM International Inc. Common Stock | Corporate Securities - Stock |
$5K - $15K
Dividends, Capital Gains
|
$1M - $5M |
| IWF - iShares Russell 1000 Growth (NYSEArca) | Mutual Funds - Exchange Traded Fund/Note |
$1K - $2.5K
Dividends, Excepted Investment Fund
|
$250K - $500K |
| Rental Property | Real Estate - Residential |
$5K - $15K
Rent/Royalties
|
$250K - $500K |
| VOO - Vanguard S&P 500 ETF | Mutual Funds - Exchange Traded Fund/Note |
$2.5K - $5K
Dividends, Excepted Investment Fund
|
$250K - $500K |
| Vanguard Index Funds Small Cap ETF- VB | Mutual Funds - Exchange Traded Fund/Note |
$2.5K - $5K
Dividends, Excepted Investment Fund
|
$250K - $500K |
| AFTFX - American Funds TaxExempt Bond F1 (NASDAQ) | Mutual Funds - Mutual Fund |
$5K - $15K
Dividends, Capital Gains, Excepted Investment Fund
|
$100K - $250K |
| BMVP - Invesco Bloomberg Mvp Multi-Factor ETF | Mutual Funds - Exchange Traded Fund/Note |
$1K - $2.5K
Dividends, Capital Gains, Excepted Investment Fund
|
$100K - $250K |
| Birch Lake Townsite | Real Estate - Unimproved Land | — | $100K - $250K |
| BlackRock Moderate Portfolio Option - A | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$100K - $250K |
| BlackRock Moderate Portfolio Option - A | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$100K - $250K |
| EAGL - Eagle Capital Select Equity ETF | Mutual Funds - Exchange Traded Fund/Note |
$1K - $2.5K
Dividends, Excepted Investment Fund
|
$100K - $250K |
| FTXXX - GS Investor Tax-Exempt Money Market Fund | Mutual Funds - Stable Value Fund |
$2.5K - $5K
Interest, Excepted Investment Fund
|
$100K - $250K |
| GFAFX - American Funds Growth Fund of Amer F1 (NASDAQ) | Mutual Funds - Mutual Fund |
$201 - $1K
Dividends, Capital Gains, Excepted Investment Fund
|
$100K - $250K |
| NARAX - Virtus Multi-Sector S/T Bd A (NASDAQ) | Mutual Funds - Mutual Fund |
$5K - $15K
Dividends, Capital Gains, Excepted Investment Fund
|
$100K - $250K |
| PVAL - Putnam Focused Large Cap Value ETF | Mutual Funds - Exchange Traded Fund/Note |
$1K - $2.5K
Dividends, Excepted Investment Fund
|
$100K - $250K |
| QQQ - Invesco QQQ Trust, Series 1 | Mutual Funds - Exchange Traded Fund/Note |
$201 - $1K
Dividends, Excepted Investment Fund
|
$100K - $250K |
| VONG - Vanguard Russell 1000 Growth ETF | Mutual Funds - Exchange Traded Fund/Note |
$201 - $1K
Dividends, Excepted Investment Fund
|
$100K - $250K |
| VWIUX - Vanguard Intermediate-Term Tax-Exempt Fd Admiral | Mutual Funds - Mutual Fund |
$2.5K - $5K
Dividends, Excepted Investment Fund
|
$100K - $250K |
| WCMIX - WCM Focused International Growth Fund Institutiona | Mutual Funds - Mutual Fund |
$1K - $2.5K
Dividends, Excepted Investment Fund
|
$100K - $250K |
| BlackRock Growth Portfolio Option - A | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$50K - $100K |
| CCALX - Conestoga Small Cap Fund Institutional Class | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$50K - $100K |
| DFAPX - Dfa Investment Grade Portfolio | Mutual Funds - Mutual Fund |
$1K - $2.5K
Dividends, Excepted Investment Fund
|
$50K - $100K |
| EFA - iShares MSCI EAFE (NYSEArca) | Mutual Funds - Exchange Traded Fund/Note |
$1K - $2.5K
Dividends, Excepted Investment Fund
|
$50K - $100K |
| EMXC - Emrg Mkts Ex China Ishares MSCI ETF | Mutual Funds - Exchange Traded Fund/Note |
$1K - $2.5K
Dividends, Excepted Investment Fund
|
$50K - $100K |
| Global Credit Union | Bank Deposit |
$1K - $2.5K
Interest
|
$50K - $100K |
| HNACX - Harbor Capital Appreciation Fund Retirement Class | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$50K - $100K |
| IJR - iShares Core S&P Small-Cap ETF | Mutual Funds - Exchange Traded Fund/Note |
$201 - $1K
Dividends, Excepted Investment Fund
|
$50K - $100K |
| MALOX - BlackRock Global Allocation Instl (NASDAQ) | Mutual Funds - Mutual Fund |
$2.5K - $5K
Dividends, Capital Gains, Excepted Investment Fund
|
$50K - $100K |
| MANLX - BlackRock National Municipal Instl (NASDAQ) | Mutual Funds - Mutual Fund |
$2.5K - $5K
Dividends, Capital Gains, Excepted Investment Fund
|
$50K - $100K |
| VEA - Vanguard FTSE Developed Markets ETF | Mutual Funds - Exchange Traded Fund/Note |
$1K - $2.5K
Dividends, Excepted Investment Fund
|
$50K - $100K |
| ABCIX - American Beacon The London Company Income Equity | Mutual Funds - Mutual Fund |
$201 - $1K
Dividends, Excepted Investment Fund
|
$15K - $50K |
| BR College Enrollment Option - A | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$15K - $50K |
| Birch Lake Townsite | Real Estate - Unimproved Land | — | $15K - $50K |
| BlackRock Growth Portfolio Option - A | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$15K - $50K |
| DODFX - Dodge & Cox International Stock Fund | Mutual Funds - Mutual Fund |
$201 - $1K
Dividends, Excepted Investment Fund
|
$15K - $50K |
| DODGX - Dodge & Cox Stock Fund | Mutual Funds - Mutual Fund |
$201 - $1K
Dividends, Capital Gains, Excepted Investment Fund
|
$15K - $50K |
| EMLP - First Trust North American Energy Infrastructure Fund | Mutual Funds - Exchange Traded Fund/Note |
$1K - $2.5K
Dividends, Excepted Investment Fund
|
$15K - $50K |
| VNQ - Vanguard Real Estate ETF | Mutual Funds - Exchange Traded Fund/Note |
$1K - $2.5K
Dividends, Excepted Investment Fund
|
$15K - $50K |
| VPMAX - Vanguard PRIMECAP Adm (NASDAQ) | Mutual Funds - Mutual Fund |
$201 - $1K
Dividends, Capital Gains, Excepted Investment Fund
|
$15K - $50K |
| Wells Fargo | Bank Deposit | — | $15K - $50K |
| Baan O Yeel Kan | Other |
Excepted Investment Fund
|
$1K - $15K |
| BlackRock College Enrollment Option - A | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$1K - $15K |
| DFSTX - U.S. SMALL CAP PORTFOLIO - U.S. SMALL CAP PORTFOLIO - INSTITUTIONAL CLASS | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$1K - $15K |
| Doyon Limited | Other |
Excepted Investment Fund
|
$1K - $15K |
| EMXC - iShares MSCI Emerging Markets ex China ETF | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$1K - $15K |
| FSGGX - Fidelity Global Ex U.S. Index Fund | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$1K - $15K |
| FSGGX - Fidelity Global Ex U.S. Index Fund | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$1K - $15K |
| FTXXX - GS Investor Tax-Exempt Money Market Fund | Mutual Funds - Stable Value Fund |
Interest, Excepted Investment Fund
|
$1K - $15K |
| FXAIX - Fidelity 500 Index Fund | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$1K - $15K |
| FXAIX - Fidelity 500 Index Fund | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$1K - $15K |
| HNVRX - Harbor Small Cap Value Fund Retirement Class | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$1K - $15K |
| IWD - iShares Russell 1000 Value (NYSEArca) | Mutual Funds - Exchange Traded Fund/Note |
$201 - $1K
Dividends, Excepted Investment Fund
|
$1K - $15K |
| MASKX - Ishares Russell 2000 Small-Cap Index Fund - Inst | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$1K - $15K |
| MASKX - Ishares Russell 2000 Small-Cap Index Fund - Inst | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$1K - $15K |
| SIDRX - Hartford Schroders International Multi-Cap Value F | Mutual Funds - Mutual Fund |
$201 - $1K
Dividends, Excepted Investment Fund
|
$1K - $15K |
| VBTLX - Vanguard Total Bond Market Index Fund Admiral Sh | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$1K - $15K |
| VOO - Vanguard S&P 500 ETF | Mutual Funds - Exchange Traded Fund/Note |
Excepted Investment Fund
|
$1K - $15K |
| WCMIX - WCM Focused International Growth Fund Institutiona | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$1K - $15K |
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.
| Description | Amount owed |
|---|---|
| Mortgage (CrossCountry Mortgage, LLC) | $250K - $500K |
| Mortgage (Northrim Bank) | $250K - $500K |
| Mortgage (Wells Fargo Bank) | $50K - $100K |
| Revolving Charge (USAA) | $10K - $15K |