Scott Scott Franklin
RHouse · FL-18
STOCK Act filings · simulated, not advice.
annual holdings (2)
Holdings change on the next session after the Clerk filing date. Sales reduce the book and do not open a short. Shares use the range midpoint divided by the entry price. A text-layer annual common-stock list reseeds the book at those midpoints. All · 03/19/2025 → 11/03/2026.
Simulated portfolio
+31.4%
SPY
+35.6%
vs SPY
-4.2%
Simulated portfolioSPYBuySell
Trades
100
Last traded
08/26/2026
Disclosed (est.)
$5.3M
File lag
28 days
| Asset | Type | Amount range | Traded | Filed | Trade → latest | Filed+1 → latest | Filing |
|---|---|---|---|---|---|---|---|
NVO Novo Nordisk A/S Common Stock (NVO) | Purchase Owner: Self | $1,001 - $15,000 | 08/26/2026 | 09/17/2026 | -14.8% vs SPY -13.5% | -7.1% vs SPY -6.1% | 20035450 |
MCD McDonald's Corporation Common Stock (MCD) | Purchase Owner: Spouse | $1,001 - $15,000 | 08/26/2026 | 09/17/2026 | -0.8% vs SPY +0.5% | +6.0% vs SPY +6.9% | 20035450 |
LSYIX Lord Abbett Short Duration High Yield I (LSYIX) bond fund | Purchase Owner: Spouse | $1,001 - $15,000 | 08/26/2026 | 09/17/2026 | -2.7% vs SPY -1.4% | -2.0% vs SPY -1.0% | 20035450 |
PEP Pepsico, Inc. (PEP) | Purchase Owner: Spouse | $1,001 - $15,000 | 08/26/2026 | 09/17/2026 | -2.4% vs SPY -1.1% | +5.8% vs SPY +6.8% | 20035450 |
PEP Pepsico, Inc. (PEP) | Purchase Owner: Self | $1,001 - $15,000 | 08/26/2026 | 09/17/2026 | -2.4% vs SPY -1.1% | +5.8% vs SPY +6.8% | 20035450 |
ACN Accenture plc Class A Ordinary Shares (ACN) | Purchase Owner: Spouse | $1,001 - $15,000 | 08/26/2026 | 09/17/2026 | +41.5% vs SPY +42.8% | +41.5% vs SPY +42.5% | 20035450 |
ACN Accenture plc Class A Ordinary Shares (ACN) | Purchase Owner: Self | $1,001 - $15,000 | 08/26/2026 | 09/17/2026 | +41.5% vs SPY +42.8% | +41.5% vs SPY +42.5% | 20035450 |
JPM JP Morgan Chase & Co. Common Stock (JPM) | Sale (partial) Owner: Spouse | $1,001 - $15,000 | 08/20/2026 | 09/17/2026 | +3.4% vs SPY +2.5% | +2.9% vs SPY +1.9% | 20035450 |
JPM JP Morgan Chase & Co. Common Stock (JPM) | Sale (partial) Owner: Self | $1,001 - $15,000 | 08/20/2026 | 09/17/2026 | +3.4% vs SPY +2.5% | +2.9% vs SPY +1.9% | 20035450 |
AAPL Apple Inc. - Common Stock (AAPL) | Sale (partial) Owner: Spouse | $1,001 - $15,000 | 08/20/2026 | 09/17/2026 | -6.6% vs SPY -7.5% | +1.3% vs SPY +0.3% | 20035450 |
GOOG Alphabet Inc. - Class C Capital Stock (GOOG) | Sale (partial) Owner: Self | $1,001 - $15,000 | 08/20/2026 | 09/17/2026 | +17.7% vs SPY +16.8% | +19.2% vs SPY +18.2% | 20035450 |
GOOG Alphabet Inc. - Class C Capital Stock (GOOG) | Sale (partial) Owner: Spouse | $1,001 - $15,000 | 08/20/2026 | 09/17/2026 | +17.7% vs SPY +16.8% | +19.2% vs SPY +18.2% | 20035450 |
HSY The Hershey Company Common Stock (HSY) | Sale Owner: Self | $50,001 - $100,000 | 02/10/2026 | 02/23/2026 | +25.2% vs SPY +35.1% | +26.1% vs SPY +36.7% | 20034050 |
HSY The Hershey Company Common Stock (HSY) | Sale Owner: Spouse | $1,001 - $15,000 | 02/10/2026 | 02/23/2026 | +25.2% vs SPY +35.1% | +26.1% vs SPY +36.7% | 20034050 |
HSY The Hershey Company Common Stock (HSY) | Sale Owner: Self | $1,001 - $15,000 | 02/10/2026 | 02/23/2026 | +25.2% vs SPY +35.1% | +26.1% vs SPY +36.7% | 20034050 |
UNP Union Pacific Corporation Common Stock (UNP) | Purchase Owner: Spouse | $1,001 - $15,000 | 10/14/2025 | 10/22/2025 | +36.4% vs SPY +21.3% | +40.8% vs SPY +27.3% | 20033327 |
UNP Union Pacific Corporation Common Stock (UNP) | Purchase Owner: Self | $1,001 - $15,000 | 10/14/2025 | 10/22/2025 | +36.4% vs SPY +21.3% | +40.8% vs SPY +27.3% | 20033327 |
UNP Union Pacific Corporation Common Stock (UNP) | Purchase Owner: Self | $50,001 - $100,000 | 10/14/2025 | 10/22/2025 | +36.4% vs SPY +21.3% | +40.8% vs SPY +27.3% | 20033327 |
IVV iShares Core S&P 500 ETF (IVV) reported it on past PTRs and Annual FDs. | Purchase Owner: Self | $50,001 - $100,000 it. | 10/14/2025 | 10/22/2025 | +15.2% vs SPY +0.1% | +13.6% vs SPY +0.1% | 20033327 |
IVV iShares Core S&P 500 ETF (IVV) reported it on past PTRs and Annual FDs. | Purchase Owner: Self | $1,001 - $15,000 it. | 10/14/2025 | 10/22/2025 | +15.2% vs SPY +0.1% | +13.6% vs SPY +0.1% | 20033327 |
IVV iShares Core S&P 500 ETF (IVV) reported it on past PTRs and Annual FDs. | Purchase Owner: Spouse | $1,001 - $15,000 it. | 10/14/2025 | 10/22/2025 | +15.2% vs SPY +0.1% | +13.6% vs SPY +0.1% | 20033327 |
NVO Novo Nordisk A/S Common Stock (NVO) | Purchase Owner: Spouse | $1,001 - $15,000 | 08/04/2025 | 08/14/2025 | -12.6% vs SPY -33.7% | -18.6% vs SPY -37.4% | 20030918 |
NVO Novo Nordisk A/S Common Stock (NVO) | Purchase Owner: Self | $1,001 - $15,000 | 08/04/2025 | 08/14/2025 | -12.6% vs SPY -33.7% | -18.6% vs SPY -37.4% | 20030918 |
NVO Novo Nordisk A/S Common Stock (NVO) | Purchase Owner: Self | $1,001 - $15,000 | 08/04/2025 | 08/14/2025 | -12.6% vs SPY -33.7% | -18.6% vs SPY -37.4% | 20030918 |
NVO Novo Nordisk A/S Common Stock (NVO) | Purchase Owner: Self | $15,001 - $50,000 | 08/04/2025 | 08/14/2025 | -12.6% vs SPY -33.7% | -18.6% vs SPY -37.4% | 20030918 |
CMCSA Comcast Corporation - Class A Common Stock (CMCSA) | Sale Owner: Self | $15,001 - $50,000 | 08/04/2025 | 08/14/2025 | +17.4% vs SPY +38.6% | +19.6% vs SPY +38.4% | 20030918 |
CMCSA Comcast Corporation - Class A Common Stock (CMCSA) | Sale Owner: Self | $1,001 - $15,000 | 08/04/2025 | 08/14/2025 | +17.4% vs SPY +38.6% | +19.6% vs SPY +38.4% | 20030918 |
CMCSA Comcast Corporation - Class A Common Stock (CMCSA) | Sale Owner: Spouse | $1,001 - $15,000 | 08/04/2025 | 08/14/2025 | +17.4% vs SPY +38.6% | +19.6% vs SPY +38.4% | 20030918 |
UPS United Parcel Service, Inc. Common Stock (UPS) | Sale Owner: Self | $50,001 - $100,000 | 07/22/2025 | 07/31/2025 | -17.2% vs SPY +4.4% | -40.3% vs SPY -17.3% | 20030778 |
UPS United Parcel Service, Inc. Common Stock (UPS) | Sale Owner: Spouse | $1,001 - $15,000 | 07/22/2025 | 07/31/2025 | -17.2% vs SPY +4.4% | -40.3% vs SPY -17.3% | 20030778 |
UPS United Parcel Service, Inc. Common Stock (UPS) | Sale Owner: Self | $1,001 - $15,000 | 07/22/2025 | 07/31/2025 | -17.2% vs SPY +4.4% | -40.3% vs SPY -17.3% | 20030778 |
MRK Merck & Company, Inc. Common Stock (MRK) | Sale Owner: Joint | $1,001 - $15,000 | 06/16/2025 | 07/14/2025 | -85.8% vs SPY -58.5% | -84.5% vs SPY -61.6% | 20030670 |
MCD McDonald's Corporation Common Stock (MCD) | Sale Owner: Joint | $15,001 - $50,000 | 06/16/2025 | 07/14/2025 | +8.4% vs SPY +35.7% | +9.4% vs SPY +32.3% | 20030670 |
KVUE Kenvue Inc. Common Stock (KVUE) | Sale Owner: Joint | $1,001 - $15,000 | 06/16/2025 | 07/14/2025 | 0.0% vs SPY 0.0% | 0.0% vs SPY 0.0% | 20030670 |
JPM JP Morgan Chase & Co. Common Stock (JPM) | Sale Owner: Joint | $15,001 - $50,000 | 06/16/2025 | 07/14/2025 | -28.7% vs SPY -1.4% | -20.8% vs SPY +2.1% | 20030670 |
JNJ Johnson & Johnson Common Stock (JNJ) | Sale Owner: Joint | $15,001 - $50,000 | 06/16/2025 | 07/14/2025 | -76.6% vs SPY -49.4% | -76.7% vs SPY -53.8% | 20030670 |
HD Home Depot, Inc. (HD) | Sale Owner: Joint | $15,001 - $50,000 | 06/16/2025 | 07/14/2025 | +2.4% vs SPY +29.6% | +3.8% vs SPY +26.7% | 20030670 |
CSCO Cisco Systems, Inc. - Common Stock (CSCO) | Sale Owner: Joint | $1,001 - $15,000 | 06/16/2025 | 07/14/2025 | -62.0% vs SPY -34.8% | -57.1% vs SPY -34.2% | 20030670 |
BRK-B Berkshire Hathaway Inc. New Common Stock (BRK.B) | Sale Owner: Joint | $15,001 - $50,000 | 06/16/2025 | 07/14/2025 | -13.6% vs SPY +13.6% | -18.5% vs SPY +4.4% | 20030670 |
WMT Walmart Inc. Common Stock (WMT) | Sale Owner: Joint | $15,001 - $50,000 | 06/16/2025 | 07/14/2025 | -33.8% vs SPY -6.6% | -32.3% vs SPY -9.4% | 20030670 |
V Visa Inc. (V) | Sale Owner: Joint | $15,001 - $50,000 | 06/16/2025 | 07/14/2025 | -19.4% vs SPY +7.8% | -22.3% vs SPY +0.6% | 20030670 |
UPS United Parcel Service, Inc. Common Stock (UPS) | Sale Owner: Joint | $1,001 - $15,000 | 06/16/2025 | 07/14/2025 | -17.3% vs SPY +10.0% | -19.1% vs SPY +3.8% | 20030670 |
PG Procter & Gamble Company (PG) | Sale Owner: Joint | $15,001 - $50,000 | 06/16/2025 | 07/14/2025 | -5.1% vs SPY +22.1% | -10.7% vs SPY +12.2% | 20030670 |
PEP Pepsico, Inc. (PEP) | Sale Owner: Joint | $1,001 - $15,000 | 06/16/2025 | 07/14/2025 | -9.8% vs SPY +17.5% | -7.8% vs SPY +15.1% | 20030670 |
MSFT Microsoft Corporation - Common Stock (MSFT) | Sale Owner: Joint | $15,001 - $50,000 | 06/16/2025 | 07/14/2025 | -9.8% vs SPY +17.4% | -4.0% vs SPY +18.9% | 20030670 |
AAPL Apple Inc. - Common Stock (AAPL) | Sale Owner: Joint | $15,001 - $50,000 | 06/16/2025 | 07/14/2025 | -68.1% vs SPY -40.8% | -59.5% vs SPY -36.6% | 20030670 |
GOOG Alphabet Inc. - Class C Capital Stock (GOOG) | Sale Owner: Joint | $1,001 - $15,000 | 06/16/2025 | 07/14/2025 | -56.9% vs SPY -29.7% | -52.5% vs SPY -29.6% | 20030670 |
ADP Automatic Data Processing, Inc. - Common Stock (ADP) these transactions and it wasn't discovered Financial Disclosure. | Purchase Owner: Spouse | $1,001 - $15,000 holdings for my 2024 | 09/25/2024 | 07/03/2025 | +13.0% vs SPY -22.4% | -0.7% vs SPY -23.9% | 20030494 |
ITW Illinois Tool Works Inc. Common Stock (ITW) these transactions and it wasn't discovered Financial Disclosure. | Purchase Owner: Spouse | $1,001 - $15,000 holdings for my 2024 | 09/25/2024 | 07/03/2025 | +17.4% vs SPY -18.0% | +16.2% vs SPY -7.0% | 20030494 |
CB Chubb Limited Common Stock (CB) | Purchase Owner: Spouse | $1,001 - $15,000 | 08/07/2024 | 07/03/2025 | +41.0% vs SPY -8.2% | +32.1% vs SPY +8.9% | 20030494 |
BRK-B Berkshire Hathaway Inc. New Common Stock (BRK.B) in accordance with the firm's investment wasn't discovered until I was attempting | Purchase Owner: Spouse | $1,001 - $15,000 me of these transactions Financial Disclosure. | 08/07/2024 | 07/03/2025 | +30.5% vs SPY -18.8% | +16.5% vs SPY -6.7% | 20030494 |
AAPL Apple Inc. - Common Stock (AAPL) in accordance with the firm's investment wasn't discovered until I was attempting | Purchase Owner: Spouse | $1,001 - $15,000 me of these transactions Financial Disclosure. | 08/07/2024 | 07/03/2025 | +59.7% vs SPY +10.4% | +58.8% vs SPY +35.7% | 20030494 |
WMT Walmart Inc. Common Stock (WMT) in accordance with the firm's investment wasn't discovered until I was attempting | Purchase Owner: Spouse | $1,001 - $15,000 me of these transactions Financial Disclosure. | 08/07/2024 | 07/03/2025 | +90.6% vs SPY +41.3% | +27.0% vs SPY +3.8% | 20030494 |
V Visa Inc. (V) | Purchase Owner: Spouse | $1,001 - $15,000 | 08/07/2024 | 07/03/2025 | +66.7% vs SPY +17.4% | +19.0% vs SPY -4.2% | 20030494 |
UNH UnitedHealth Group Incorporated Common Stock (UNH) in accordance with the firm's investment wasn't discovered until I was attempting | Purchase Owner: Spouse | $1,001 - $15,000 me of these transactions Financial Disclosure. | 08/07/2024 | 07/03/2025 | -24.8% vs SPY -74.1% | +37.6% vs SPY +14.4% | 20030494 |
UPS United Parcel Service, Inc. Common Stock (UPS) in accordance with the firm's investment wasn't discovered until I was attempting | Purchase Owner: Spouse | $1,001 - $15,000 me of these transactions Financial Disclosure. | 08/07/2024 | 07/03/2025 | +1.6% vs SPY -47.7% | +17.5% vs SPY -5.6% | 20030494 |
AMGN Amgen Inc. - Common Stock (AMGN) in accordance with the firm's investment | Purchase Owner: Spouse | $1,001 - $15,000 me of these transactions | 08/07/2024 | 07/03/2025 | +57.9% vs SPY +8.6% | +63.1% vs SPY +39.9% | 20030494 |
HSY The Hershey Company Common Stock (HSY) in accordance with the firm's investment wasn't discovered until I was attempting | Purchase Owner: Spouse | $1,001 - $15,000 me of these transactions Financial Disclosure. | 08/07/2024 | 07/03/2025 | -10.1% vs SPY -59.4% | -0.9% vs SPY -24.1% | 20030494 |
SBUX Starbucks Corporation - Common Stock (SBUX) in accordance with the firm's investment wasn't discovered until I was attempting | Purchase Owner: Spouse | $1,001 - $15,000 me of these transactions Financial Disclosure. | 08/07/2024 | 07/03/2025 | +47.2% vs SPY -2.0% | +15.5% vs SPY -7.7% | 20030494 |
PG Procter & Gamble Company (PG) in accordance with the firm's investment wasn't discovered until I was attempting | Purchase Owner: Spouse | $1,001 - $15,000 me of these transactions Financial Disclosure. | 08/07/2024 | 07/03/2025 | +1.3% vs SPY -48.0% | +5.3% vs SPY -17.8% | 20030494 |
PEP Pepsico, Inc. (PEP) in accordance with the firm's investment wasn't discovered until I was attempting | Purchase Owner: Spouse | $1,001 - $15,000 me of these transactions Financial Disclosure. | 08/07/2024 | 07/03/2025 | -13.0% vs SPY -62.2% | +7.3% vs SPY -15.9% | 20030494 |
MSFT Microsoft Corporation - Common Stock (MSFT) in accordance with the firm's investment wasn't discovered until I was attempting | Purchase Owner: Spouse | $1,001 - $15,000 me of these transactions Financial Disclosure. | 08/07/2024 | 07/03/2025 | +33.1% vs SPY -16.2% | +5.7% vs SPY -17.5% | 20030494 |
MRK Merck & Company, Inc. Common Stock (MRK) in accordance with the firm's investment wasn't discovered until I was attempting | Purchase Owner: Spouse | $1,001 - $15,000 me of these transactions Financial Disclosure. | 08/07/2024 | 07/03/2025 | +38.2% vs SPY -11.1% | +85.9% vs SPY +62.7% | 20030494 |
MCD McDonald's Corporation Common Stock (MCD) in accordance with the firm's investment wasn't discovered until I was attempting | Purchase Owner: Spouse | $1,001 - $15,000 me of these transactions Financial Disclosure. | 08/07/2024 | 07/03/2025 | +3.1% vs SPY -46.2% | -7.6% vs SPY -30.7% | 20030494 |
LSYIX LORD ABBETT SHORT DURATION HIGH YLD I (LSYIX) in accordance with the firm's investment wasn't discovered until I was attempting | Purchase Owner: Spouse | $1,001 - $15,000 me of these transactions Financial Disclosure. | 08/07/2024 | 07/03/2025 | +12.9% vs SPY -36.3% | +4.6% vs SPY -18.6% | 20030494 |
LMT Lockheed Martin Corporation Common Stock (LMT) in accordance with the firm's investment wasn't discovered until I was attempting | Purchase Owner: Spouse | $1,001 - $15,000 me of these transactions Financial Disclosure. | 08/07/2024 | 07/03/2025 | +23.6% vs SPY -25.7% | +40.8% vs SPY +17.6% | 20030494 |
GOOG Alphabet Inc. - Class C Capital Stock (GOOG) in accordance with the firm's investment wasn't discovered until I was attempting | Purchase Owner: Spouse | $1,001 - $15,000 me of these transactions Financial Disclosure. | 08/07/2024 | 07/03/2025 | +74.5% vs SPY +25.3% | +57.3% vs SPY +34.1% | 20030494 |
JPM JP Morgan Chase & Co. Common Stock (JPM) in accordance with the firm's investment wasn't discovered until I was attempting | Purchase Owner: Spouse | $1,001 - $15,000 me of these transactions Financial Disclosure. | 08/07/2024 | 07/03/2025 | +76.6% vs SPY +27.4% | +18.6% vs SPY -4.6% | 20030494 |
JNJ Johnson & Johnson Common Stock (JNJ) in accordance with the firm's investment wasn't discovered until I was attempting | Purchase Owner: Spouse | $1,001 - $15,000 me of these transactions Financial Disclosure. | 08/07/2024 | 07/03/2025 | +78.2% vs SPY +28.9% | +76.6% vs SPY +53.4% | 20030494 |
QQQM INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF (QQQM) in accordance with the firm's investment wasn't discovered until I was attempting | Purchase Owner: Spouse | $1,001 - $15,000 me of these transactions Financial Disclosure. | 08/07/2024 | 07/03/2025 | +59.6% vs SPY +10.4% | +25.0% vs SPY +1.8% | 20030494 |
HD Home Depot, Inc. (HD) | Purchase Owner: Spouse | $1,001 - $15,000 | 08/07/2024 | 07/03/2025 | +3.2% vs SPY -46.0% | -6.1% vs SPY -29.3% | 20030494 |
GD General Dynamics Corporation Common Stock (GD) in accordance with the firm's investment wasn't discovered until I was attempting | Purchase Owner: Spouse | $1,001 - $15,000 me of these transactions Financial Disclosure. | 08/07/2024 | 07/03/2025 | +36.2% vs SPY -13.1% | +30.0% vs SPY +6.8% | 20030494 |
SDVY FIRST TR EXCHANGE-TRADED FD VI SMID RISNG ETF (SDVY) in accordance with the firm's investment wasn't discovered until I was attempting | Purchase Owner: Spouse | $1,001 - $15,000 me of these transactions Financial Disclosure. | 08/07/2024 | 07/03/2025 | +32.4% vs SPY -16.8% | +19.8% vs SPY -3.4% | 20030494 |
FBKWX Fidelity Advisor Total Bond CL Z (FBKWX) in accordance with the firm's investment wasn't discovered until I was attempting | Purchase Owner: Spouse | $1,001 - $15,000 me of these transactions Financial Disclosure. | 08/07/2024 | 07/03/2025 | +6.0% vs SPY -43.3% | +2.7% vs SPY -20.5% | 20030494 |
COST Costco Wholesale Corporation - Common Stock (COST) in accordance with the firm's investment wasn't discovered until I was attempting | Purchase Owner: Spouse | $1,001 - $15,000 me of these transactions Financial Disclosure. | 08/07/2024 | 07/03/2025 | +27.4% vs SPY -21.9% | +3.6% vs SPY -19.6% | 20030494 |
CMCSA Comcast Corporation - Class A Common Stock (CMCSA) in accordance with the firm's investment wasn't discovered until I was attempting | Purchase Owner: Spouse | $1,001 - $15,000 me of these transactions Financial Disclosure. | 08/07/2024 | 07/03/2025 | -27.8% vs SPY -77.0% | -24.1% vs SPY -47.3% | 20030494 |
APD Air Products and Chemicals, Inc. Common Stock (APD) in accordance with the firm's investment wasn't discovered until I was attempting | Purchase Owner: Spouse | $1,001 - $15,000 me of these transactions Financial Disclosure. | 08/07/2024 | 07/03/2025 | +18.7% vs SPY -30.6% | +11.2% vs SPY -12.0% | 20030494 |
ACN Accenture plc Class A Ordinary Shares (ACN) in accordance with the firm's investment wasn't discovered until I was attempting | Purchase Owner: Spouse | $1,001 - $15,000 me of these transactions Financial Disclosure. | 08/07/2024 | 07/03/2025 | -16.1% vs SPY -65.4% | -12.4% vs SPY -35.6% | 20030494 |
BRK-B Berkshire Hathaway Inc. New Common Stock (BRK.B) of $25,380.79. He failed to advise me of these the 2024 financial disclosure.. | Sale (partial) Owner: Joint | $1,001 - $15,000 to reconcile my | 01/30/2024 | 07/03/2025 | -43.9% vs SPY +14.8% | -16.5% vs SPY +6.7% | 20030494 |
AAPL Apple Inc. - Common Stock (AAPL) of $25,380.79. He failed to advise me of these the 2024 financial disclosure.. | Sale (partial) Owner: Joint | $1,001 - $15,000 to reconcile my | 01/30/2024 | 07/03/2025 | -78.7% vs SPY -20.0% | -58.8% vs SPY -35.7% | 20030494 |
Methodology
These pages archive public House periodic transaction reports and annual financial disclosures filed under the STOCK Act and posted by the Clerk of the House. Amounts are statutory ranges, not exact sizes. The chart is a simulated long-only common-stock book: a purchase adds shares, and a sale, including a partial sale, reduces or closes that holding. A sale does not open a short. The default size is the midpoint of the disclosed range, divided by the entry price. An open-ended Over band uses its disclosed floor. An equal-dollar curve is optional: each purchase is one dollar, a partial sale sells one dollar, and a full sale closes that name. When an annual report, an amendment, or a new-filer report has a text layer, its Schedule A common stock reseeds the book and clears cash. Spouse and dependent lines are included. The same ticker is summed. Options, preferred shares, funds, partnerships, bank accounts, and real estate in that report stay out. Scanned annual filings are not guessed. A later filing of an older year does not replace a newer list already in the book. Between reports, cash from sales stays in the book. Options are excluded when the filing shows option language, a strike, or an expiration date, and the page counts them. Exchanges, warrants, unmapped names, and private vehicles stay out. SPY is buy-and-hold from the same first session. The trade-date clock uses the session close on the trade date, or the next session if the market was closed, and reseeds an annual list on the first session of the year after the year the report covers. The filed clock enters on the next session after the Clerk filing date, so a copy-after-filing view does not use that day’s price. Public posting can be later than the filing date. Stock logos mark buys and sells on the selected clock. This is not the filer’s brokerage account and it is not investment advice. Senate disclosures are not included.