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Estimated stock holdings.
3 stocks carried forward from the reviewed annual disclosure. Values assume no unreported changes; share counts are modeled from disclosed dollar ranges.
$10.7K–$159.9KModeled stock value · excludes liabilities
3Stocks in the annual baseline
Dec 31, 2025Baseline date · filed Aug 12, 2026
No additional filings found in the checked 2025–2026 House indexes. Source check: 11/7/2026, 5:58:04 PM UTC. Undisclosed or delayed changes remain possible.
ILLUSTRATIVE ALLOCATION
The public-stock portion.
Ranked by modeled midpoint value. The broad ranges overlap, so the actual order and weights may differ.
Estimated holdings
Largest modeled midpoint firstCompanyModeled sharesEstimated value
01ModernaMRNA33.9–508.6$8.6K–$129.3K ⌄
ModernaMRNA
02Devon EnergyDVN27.3–409.5$1.2K–$17.3K ⌄
Devon EnergyDVN
03MGM ResortsMGM27.4–411.1$887.2–$13.3K ⌄
MGM ResortsMGM
Sources and assumptions
Both pages of annual filing 10074813 were visually reviewed on 2026-09-17. Schedule A lists exactly three stocks; Schedule B reports no transactions for 2025. Positions in private organizations on Schedule E are roles, not valued stock holdings, and are not added to this total.
This model divides each year-end value bracket by its historical closing price, then carries the resulting range forward with no reported changes. Prices use the same split-adjusted, non-dividend-adjusted daily-close series at both endpoints. Dividends are not reinvested. This is a conditional estimate, not a confirmed account balance or net worth.
Sources and prices refresh on the first visit each UTC day. A new filing or changed annual PDF pauses the estimates for review. This pilot does not yet automatically interpret new purchases or sales.
2025 House index · 2026 House index · Original annual disclosure