Stock trading rose 65% in the last two quarters
38 stock trades made in Q2 '26 and Q3 '26, against 23 in Q4 '25 and Q1 '26. Recent quarters can still grow as late reports arrive.
Thomas H. Kean
Representative
NJ-7
Republican
2025 disclosure
Thomas H. Kean (NJ-7) disclosed a net worth range between $7.4M and $21.5M in their 2025 annual filing.
Compare this disclosure with the House of Representatives net worth rankings .
Trading
Disclosed stock trades
153
Since Q4 '23
Purchases
50%
Share of disclosed trades
Avg. disclosure lag
35 days
Median 31 days
Filed past 45-day deadline
5.2%
STOCK Act deadline
80% of trades were $15,000 or less
Those 123 trades carry about 50.2% of the disclosed dollars, by the midpoints of the ranges.
95% of trades were disclosed within 45 days
The median trade was disclosed 31 days after it was made, and 8 of 153 trades took longer than the STOCK Act deadline.
Purchases and sales by quarter
Trades by quarter of trade
Purchases
Sales
Quarter in progress
Source: periodic transaction reports, machine-readable only.
SYK is the most traded stock
Trades per stock
Purchases
Sales
19.6% of trades carry 50% of the disclosed dollars
Share of trades and of disclosed dollars by size, using range midpoints
Share of trades
Share of dollars
Amounts are disclosed as ranges, so dollar shares use each range's midpoint and are estimates.
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)
$7.4M – $21.5M
Rank by disclosed net worth
Reporting year
2025
Disclosed assets
144
Disclosed liabilities
2
Disclosed net worth band, 2023 to 2025
Band from annual financial disclosures, by reporting year
Band maximum
Band minimum
Source: annual financial disclosure reports, electronically filed only.
2023
2024
2025
| Year | Filed | Net worth band |
|---|---|---|
| 2025 | 2026-08-13 | $7.4M – $21.5M |
| 2024 | 2025-08-13 | $6.9M – $17.5M |
| 2023 | 2024-08-13 | $9.4M – $26.5M |
Recent stock trades
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2026-08-27 | MSFT ST · Microsoft Corporation - Common Stock (MSFT) | Sell | — State Street Bank & Trust Co. | $15K - $50K | 2026-09-12 | 16d |
| 2026-08-27 | GOOGL ST · Alphabet Inc. - Class A Common Stock (GOOGL) | Sell | — State Street Bank & Trust Co. | $1K - $15K | 2026-09-12 | 16d |
| 2026-08-27 | JNJ ST · Johnson & Johnson Common Stock (JNJ) | Sell | — State Street Bank & Trust Co. | $1K - $15K | 2026-09-12 | 16d |
| 2026-08-21 | MTZ ST · MasTec, Inc. Common Stock (MTZ) | Buy | — Kean Family Partnership | $1K - $15K | 2026-09-12 | 22d |
| 2026-08-10 | AMCR ST · Amcor plc Ordinary Shares (AMCR) | Sell | — Kean Family Partnership | $1K - $15K | 2026-09-12 | 33d |
| 2026-08-10 | LIN ST · Linde plc - Ordinary Shares (LIN) | Buy | — Kean Family Partnership | $1K - $15K | 2026-09-12 | 33d |
| 2026-07-22 | SYK ST · Stryker Corporation Common Stock (SYK) | Sell | — State Street Bank & Trust Co. | $1K - $15K | 2026-08-18 | 27d |
| 2026-07-22 | GOOGL ST · Alphabet Inc. - Class A Common Stock (GOOGL) | Sell | — State Street Bank & Trust Co. | $1K - $15K | 2026-08-18 | 27d |
| 2026-07-08 | TOST ST · Toast, Inc. Class A Common Stock (TOST) | Buy | — Kean Family Partnership | $1K - $15K | 2026-08-18 | 41d |
| 2026-07-08 | AMZN ST · Amazon.com, Inc. - Common Stock (AMZN) | Buy | — Kean Family Partnership | $1K - $15K | 2026-08-18 | 41d |
| 2026-07-07 | ESAB ST · ESAB Corporation Common Stock (ESAB) | Buy | — Kean Family Partnership | $1K - $15K | 2026-08-18 | 42d |
| 2026-07-07 | EQT ST · EQT Corporation Common Stock (EQT) | Buy | — Kean Family Partnership | $1K - $15K | 2026-08-18 | 42d |
| 2026-06-30 | ADI ST · Analog Devices, Inc. - Common Stock (ADI) | Sell | — Kean Family Partnership | $1K - $15K | 2026-07-15 | 15d |
| 2026-06-29 | SPGI ST · S&P Global Inc. Common Stock (SPGI) | Sell | — State Street Bank & Trust Co. | $1K - $15K | 2026-07-15 | 16d |
| 2026-06-29 | MKL ST · Markel Group Inc. Common Stock (MKL) | Sell | — State Street Bank & Trust Co. | $1K - $15K | 2026-07-15 | 16d |
| 2026-06-29 | JNJ ST · Johnson & Johnson Common Stock (JNJ) | Sell | — State Street Bank & Trust Co. | $1K - $15K | 2026-07-15 | 16d |
| 2026-06-24 | ESAB ST · ESAB Corporation Common Stock (ESAB) | Buy | — Kean Family Partnership | $1K - $15K | 2026-07-15 | 21d |
| 2026-06-24 | GOOGL ST · Alphabet Inc. - Class A Common Stock (GOOGL) | Sell | — Kean Family Partnership | $15K - $50K | 2026-07-15 | 21d |
| 2026-06-22 | ESAB ST · ESAB Corporation Common Stock (ESAB) | Buy | — Kean Family Partnership | $1K - $15K | 2026-07-15 | 23d |
| 2026-06-17 | GIL ST · Gildan Activewear, Inc. Class A Sub. Vot. Common Stock (GIL) | Sell | — Kean Family Partnership | $1K - $15K | 2026-07-15 | 28d |
| 2026-06-04 | WPM ST · Wheaton Precious Metals Corp Common Shares (WPM) | Buy | — Kean Family Partnership | $1K - $15K | 2026-07-15 | 41d |
| 2026-06-02 | SYK ST · Stryker Corporation Common Stock (SYK) | Sell | — State Street Bank & Trust Co. | $1K - $15K | 2026-07-15 | 43d |
| 2026-06-02 | MSFT ST · Microsoft Corporation - Common Stock (MSFT) | Sell | — State Street Bank & Trust Co. | $1K - $15K | 2026-07-15 | 43d |
| 2026-06-02 | MKL ST · Markel Group Inc. Common Stock (MKL) | Sell | — State Street Bank & Trust Co. | $1K - $15K | 2026-07-15 | 43d |
| 2026-06-02 | JNJ ST · Johnson & Johnson Common Stock (JNJ) | Sell | — State Street Bank & Trust Co. | $1K - $15K | 2026-07-15 | 43d |
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 2026-10-23. 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.
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 (2026-10-23). 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.
| Stock | Est. shares | Est. value | Weight |
|---|---|---|---|
| EQT | 444 | $24.7K | 5.2% |
| NVT | 385 | $48.3K | 10.2% |
| CP | 330 | $29.5K | 6.3% |
| ABT | 288 | $29.8K | 6.3% |
| TOST | 280 | $9.2K | 1.9% |
| ESAB | 246 | $16.5K | 3.5% |
| PLD | 227 | $28.7K | 6.1% |
| AMZN | 191 | $47.4K | 10.0% |
| WCC | 177 | $56.1K | 11.9% |
| MDLZ | 137 | $8.7K | 1.9% |
| CCK | 118 | $13.8K | 2.9% |
| TXN | 85 | $24.2K | 5.1% |
| CHKP | 75 | $12K | 2.5% |
| WPM | 62 | $7.5K | 1.6% |
| JPM | 61 | $20.4K | 4.3% |
| LIN | 49 | $24.9K | 5.3% |
| ICE | 48 | $7.8K | 1.7% |
| FNV | 42 | $9.6K | 2.0% |
| TTWO | 41 | $8.3K | 1.8% |
| ADI | 37 | $14.6K | 3.1% |
| MTZ | 30 | $5.1K | 1.1% |
| TMO | 19 | $12.8K | 2.7% |
| FCNCA | 5 | $12.4K | 2.6% |
Assets and liabilities
Disclosed assets
The assets Thomas H. Kean 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
144
Total disclosed (band)
$8.4M – $22M
Showing the 100 largest of 144 disclosed lines.
| Description | Type | Income | Value |
|---|---|---|---|
| Personal Residence LLC ⇒ Personal Residence | RP | — | $1M - $5M |
| Guardian Life Insurance | WU | — | $500K - $1M |
| RLNK, LLC ⇒ Greener By Design, LLC | OL |
$15K - $50K
Dividends, Interest, Business income
|
$500K - $1M |
| RW Kean TR FBO THK Jr ⇒ FTCI FIXED INCOME PARTN FD | HE |
$15K - $50K
Dividends
|
$500K - $1M |
| RW Kean TR FBO THK Jr ⇒ PARAMETRIC PARTICIPATION FUND | HE |
$15K - $50K
Capital Gains, Dividends
|
$500K - $1M |
| Fidelity Brokerage ⇒ The Beehive ETF (BEEX) | EF |
$1K - $2.5K
Dividends
|
$250K - $500K |
| Guardian Life Insurance | WU | — | $250K - $500K |
| Kean Family Partnership ⇒ Johnson & Johnson (JNJ) | ST |
$5K - $15K
Dividends
|
$250K - $500K |
| Kean Family Partnership ⇒ Residential Property (Personal Use) | RP | — | $250K - $500K |
| Kean Family Partnership ⇒ UnitedHealth Group Incorporated Common Stock (UNH) | ST |
$5K - $15K
Dividends
|
$250K - $500K |
| RW Kean TR FBO THK Jr ⇒ BARROW HANLEY PART FD | HE |
$5K - $15K
Capital Gains, Dividends
|
$250K - $500K |
| RW Kean TR FBO THK Jr ⇒ HARDING LOEVNER INTL EQ FD (-) | HE |
$5K - $15K
Dividends
|
$250K - $500K |
| RW Kean TR FBO THK Jr ⇒ HEDGE FUND INVTS PARTN FUND | HE |
$1 - $200
Dividends
|
$250K - $500K |
| RW Kean TR FBO THK Jr ⇒ PINNACLE ASSOCIATES LTD PARTICIPATION FD | HE |
$1K - $2.5K
Dividends
|
$250K - $500K |
| RW Kean TR FBO THK Jr ⇒ WCM FOCUSED SMALL CAP PARTICIPATION FUND | HE |
$1K - $2.5K
Dividends
|
$250K - $500K |
| Kean Family Partnership ⇒ United States Treasury Notes | GS |
$5K - $15K
Capital Gains, Interest
|
$100K - $250K |
| RW Kean TR FBO THK Jr ⇒ INTERNATIONAL VALUE EQUITY SECTION | HE |
$5K - $15K
Dividends
|
$100K - $250K |
| State Street Bank & Trust Co. SP ⇒ Nucor Corporation (NUE) | ST |
$1K - $2.5K
Dividends
|
$100K - $250K |
| State Street Bank & Trust Co. SP ⇒ UnitedHealth Group Incorporated Common Stock (UNH) | ST |
$2.5K - $5K
Dividends
|
$100K - $250K |
| State Street Bank & Trust Co. ⇒ Alphabet Inc. - Class A (GOOGL) | ST |
$201 - $1K
Dividends
|
$100K - $250K |
| State Street Bank & Trust Co. ⇒ Chubb Limited (CB) | ST |
$1K - $2.5K
Dividends
|
$100K - $250K |
| State Street Bank & Trust Co. ⇒ Johnson & Johnson (JNJ) | ST |
$5K - $15K
Capital Gains, Dividends
|
$100K - $250K |
| State Street Bank & Trust Co. ⇒ Markel Corporation (MKL) | ST |
$15K - $50K
Capital Gains
|
$100K - $250K |
| State Street Bank & Trust Co. ⇒ Microsoft Corporation (MSFT) | ST |
$5K - $15K
Capital Gains
|
$100K - $250K |
| State Street Bank & Trust Co. ⇒ Stryker Corporation (SYK) | ST |
$50K - $100K
Capital Gains
|
$100K - $250K |
| DoForms Inc | PS | — | $50K - $100K |
| ES Kean Trust FBO 22 Grandchildren ⇒ BARROW HANLEY PART FD | HE |
$1K - $2.5K
Capital Gains, Dividends
|
$50K - $100K |
| ES Kean Trust FBO 22 Grandchildren ⇒ FTCI FIXED INCOME PARTN FD | HE |
$1K - $2.5K
Dividends
|
$50K - $100K |
| ES Kean Trust FBO 22 Grandchildren ⇒ PARAMETRIC PARTICIPATION FUND | HE |
$2.5K - $5K
Capital Gains, Dividends
|
$50K - $100K |
| Kean Family Partnership ⇒ Alphabet Inc. - Class A (GOOGL) | ST |
$201 - $1K
Dividends
|
$50K - $100K |
| Kean Family Partnership ⇒ Chubb Limited (CB) | ST |
$201 - $1K
Dividends
|
$50K - $100K |
| Kean Family Partnership ⇒ Verizon Communications Inc. (VZ) | ST |
$2.5K - $5K
Dividends
|
$50K - $100K |
| RW Kean TR FBO THK Jr ⇒ Cash | BA |
$2.5K - $5K
Interest
|
$50K - $100K |
| RW Kean TR FBO THK Jr ⇒ M W GLOBAL PARTNERS LP PARTICIPATION FD | HE |
$15K - $50K
Capital Gains, Dividends
|
$50K - $100K |
| RW Kean TR FBO THK Jr ⇒ PORTFOLIO ADVISORS VIII PARTICIPANT FUND | HE |
$2.5K - $5K
Capital Gains, Dividends
|
$50K - $100K |
| RW Kean TR FBO THK Jr ⇒ STEPSTONE VC OPPORTUNITIES VII LP | HE |
$1 - $200
Dividends
|
$50K - $100K |
| State Street Bank & Trust Co. SP ⇒ Cash | BA |
$1K - $2.5K
Interest
|
$50K - $100K |
| State Street Bank & Trust Co. SP ⇒ Howmet Aerospace Inc. (HWM) | ST | — | $50K - $100K |
| State Street Bank & Trust Co. SP ⇒ JP Morgan Chase & Co. (JPM) | ST |
$201 - $1K
Dividends
|
$50K - $100K |
| State Street Bank & Trust Co. ⇒ Aon plc Class A Ordinary Shares (AON) | ST |
$201 - $1K
Dividends
|
$50K - $100K |
| State Street Bank & Trust Co. ⇒ Apple Inc. (AAPL) | ST |
$201 - $1K
Dividends
|
$50K - $100K |
| State Street Bank & Trust Co. ⇒ Berkshire Hathaway Inc. (BRK.A) | ST | — | $50K - $100K |
| State Street Bank & Trust Co. ⇒ Merck & Company, Inc. Common Stock (MRK) | ST |
$1K - $2.5K
Dividends
|
$50K - $100K |
| State Street Bank & Trust Co. ⇒ Mondelez International, Inc. - Class A (MDLZ) | ST |
$1K - $2.5K
Dividends
|
$50K - $100K |
| State Street Bank & Trust Co. ⇒ Oracle Corporation (ORCL) | ST |
$15K - $50K
Capital Gains, Dividends
|
$50K - $100K |
| State Street Bank & Trust Co. ⇒ Pepsico, Inc. (PEP) | ST |
$2.5K - $5K
Dividends
|
$50K - $100K |
| State Street Bank & Trust Co. ⇒ S&P Global Inc. (SPGI) | ST |
$201 - $1K
Dividends
|
$50K - $100K |
| ES Kean Trust FBO 22 Grandchildren ⇒ HARDING LOEVNER INTL EQ FD | HE |
$201 - $1K
Capital Gains, Dividends
|
$15K - $50K |
| ES Kean Trust FBO 22 Grandchildren ⇒ HEDGE FUND INVTS PARTN FUND | HE |
$1 - $200
Capital Gains, Dividends
|
$15K - $50K |
| ES Kean Trust FBO 22 Grandchildren ⇒ INTERNATIONAL VALUE EQUITY SECTION | HE |
$201 - $1K
Capital Gains, Dividends
|
$15K - $50K |
| ES Kean Trust FBO 22 Grandchildren ⇒ PINNACLE ASSOCIATES LTD PARTICIPATION FD | HE |
$201 - $1K
Capital Gains, Dividends
|
$15K - $50K |
| ES Kean Trust FBO 22 Grandchildren ⇒ WCM FOCUSED SMALL CAP PARTICIPATION FUND | HE |
$201 - $1K
Dividends
|
$15K - $50K |
| Kean Family Partnership ⇒ Abbott Laboratories Common Stock (ABT) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| Kean Family Partnership ⇒ Amazon.com, Inc. - Common Stock (AMZN) | ST | — | $15K - $50K |
| Kean Family Partnership ⇒ Amcor plc Ordinary Shares (AMCR) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| Kean Family Partnership ⇒ Analog Devices, Inc. (ADI) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| Kean Family Partnership ⇒ Aon plc Class A Ordinary Shares (AON) | ST |
$1 - $200
Dividends
|
$15K - $50K |
| Kean Family Partnership ⇒ Becton, Dickinson and Company Common Stock (BDX) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| Kean Family Partnership ⇒ Canadian Pacific Kansas City Limited Common Shares (CP) | ST |
$1 - $200
Dividends
|
$15K - $50K |
| Kean Family Partnership ⇒ Cash | BA |
$1K - $2.5K
Interest
|
$15K - $50K |
| Kean Family Partnership ⇒ Check Point Software Technologies Ltd. - Ordinary Shares (CHKP) | ST |
$1 - $200
Dividends
|
$15K - $50K |
| Kean Family Partnership ⇒ Crown Holdings, Inc. (CCK) | ST |
$1 - $200
Dividends
|
$15K - $50K |
| Kean Family Partnership ⇒ Danaher Corporation Common Stock (DHR) | ST |
$1 - $200
Dividends
|
$15K - $50K |
| Kean Family Partnership ⇒ Franco-Nevada Corporation (FNV) | ST |
$1 - $200
Dividends
|
$15K - $50K |
| Kean Family Partnership ⇒ Intercontinental Exchange Inc. (ICE) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| Kean Family Partnership ⇒ Microsoft Corporation (MSFT) | ST |
$1 - $200
Dividends
|
$15K - $50K |
| Kean Family Partnership ⇒ Mondelez International, Inc. - Class A (MDLZ) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| Kean Family Partnership ⇒ Oracle Corporation (ORCL) | ST |
$2.5K - $5K
Capital Gains, Dividends
|
$15K - $50K |
| Kean Family Partnership ⇒ ProLogis, Inc. (PLD) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| Kean Family Partnership ⇒ Restaurant Brands International Inc. Common Shares (QSR) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| Kean Family Partnership ⇒ Thermo Fisher Scientific Inc (TMO) | ST |
$1 - $200
Dividends
|
$15K - $50K |
| Kean Family Partnership ⇒ nVent Electric plc Ordinary Shares (NVT) | ST |
$1 - $200
Dividends
|
$15K - $50K |
| RW Kean TR FBO THK Jr ⇒ BLACKSTONE TACTICAL OPPORTUNITIES FD III | HE |
$5K - $15K
Capital Gains, Dividends
|
$15K - $50K |
| RW Kean TR FBO THK Jr ⇒ CD&R Fund XII | HE |
$1 - $200
Capital Gains, Dividends
|
$15K - $50K |
| RW Kean TR FBO THK Jr ⇒ CHARLESBANK IX PARTICIPATION FUND | HE |
$1K - $2.5K
Capital Gains, Dividends
|
$15K - $50K |
| RW Kean TR FBO THK Jr ⇒ FIXED INC MGR | HE |
$201 - $1K
Dividends
|
$15K - $50K |
| RW Kean TR FBO THK Jr ⇒ MARATHON DISTRESSED CREDIT FUND | HE |
$1K - $2.5K
Capital Gains, Dividends
|
$15K - $50K |
| RW Kean TR FBO THK Jr ⇒ STEPSTONE VC OPPORTUNITIES VI LP | HE | — | $15K - $50K |
| RW Kean TR FBO THK Jr ⇒ United States Treasury Notes | GS |
$201 - $1K
Interest
|
$15K - $50K |
| Sharon Arms Associates LLC ⇒ Apartment Complex | RP |
$5K - $15K
Rent
|
$15K - $50K |
| State Street Bank & Trust Co. SP ⇒ Amazon.com, Inc. (AMZN) | ST | — | $15K - $50K |
| State Street Bank & Trust Co. SP ⇒ ConocoPhillips (COP) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| State Street Bank & Trust Co. SP ⇒ Jacobs Solutions Inc. Common Stock (J) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| State Street Bank & Trust Co. SP ⇒ Johnson & Johnson (JNJ) | ST |
$1K - $2.5K
Dividends
|
$15K - $50K |
| State Street Bank & Trust Co. SP ⇒ QUALCOMM Incorporated (QCOM) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| State Street Bank & Trust Co. SP ⇒ Rio Tinto Plc Ordinary Shares (RTPPF) | ST |
$1K - $2.5K
Dividends
|
$15K - $50K |
| State Street Bank & Trust Co. ⇒ Altria Group, Inc. (MO) | ST |
$2.5K - $5K
Dividends
|
$15K - $50K |
| State Street Bank & Trust Co. ⇒ Cash | BA |
$201 - $1K
Interest
|
$15K - $50K |
| State Street Bank & Trust Co. ⇒ Citigroup, Inc. (C) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| State Street Bank & Trust Co. ⇒ ConocoPhillips (COP) | ST |
$1K - $2.5K
Dividends
|
$15K - $50K |
| State Street Bank & Trust Co. ⇒ Crown Holdings, Inc. (CCK) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| State Street Bank & Trust Co. ⇒ Illinois Tool Works Inc. (ITW) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| State Street Bank & Trust Co. ⇒ Intercontinental Exchange Inc. (ICE) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| State Street Bank & Trust Co. ⇒ Nestle SA Sponsored ADR representing Registered Shares Series B (NSRGY) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| State Street Bank & Trust Co. ⇒ Nucor Corporation (NUE) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| State Street Bank & Trust Co. ⇒ Philip Morris International Inc (PM) | ST |
$1K - $2.5K
Dividends
|
$15K - $50K |
| State Street Bank & Trust Co. ⇒ Phillips 66 (PSX) | ST |
$1K - $2.5K
Dividends
|
$15K - $50K |
| State Street Bank & Trust Co. ⇒ United States Treasury Notes | GS |
$5K - $15K
Interest
|
$15K - $50K |
| State Street Bank & Trust Co. ⇒ UnitedHealth Group Incorporated Common Stock (UNH) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| ES Kean Trust FBO 22 Grandchildren ⇒ Cash | BA |
$201 - $1K
Interest
|
$1K - $15K |
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
2
Total disclosed (band)
$510K – $1M
| Description | Amount owed |
|---|---|
| Mortgage (personal residence) (Wells Fargo) | $500K - $1M |
| Personal loan (Greensky) | $10K - $15K |