101 assets, filed Aug 13, 2026 (FD Original).
ABBV
AbbVie Inc. · Stock (public) · Schwab DM Brokerage Account DC
$15,001 - $50,000
ABT
Abbott Laboratories · Stock (public) · Schwab DM Brokerage Account DC
$1,001 - $15,000
GOOGL
Alphabet Inc. - Class A · Stock (public) · Schwab DM Brokerage Account DC
$1,001 - $15,000
GOOGL
Alphabet Inc. - Class A · Stock (public)
$100,000
GOOGL
Alphabet Inc. - Class A · Stock (public)
$250,000
Alta Mar Oeve LLC
Other liability · Spouse
$1,001 - $15,000
AAL
American Airlines Group, Inc. · Stock (public) · Schwab DM Trust I DC
$1,001 - $15,000
AAL
American Airlines Group, Inc. · Stock (public) · Schwab DM Trust II DC
$15,001 - $50,000
AMGN
Amgen Inc. · Stock (public) · Schwab DM Brokerage Account DC
$1,001 - $15,000
AMGN
Amgen Inc. · Stock (public) · Schwab DM Trust I DC
$15,001 - $50,000
Anadarko E&P Onshore LLC
Other liability · Spouse
$1,001 - $15,000
AAPL
Apple Inc. · Stock (public) · Schwab DM Trust I DC
$1,001 - $15,000
AAPL
Apple Inc. · Stock (public)
$100,000
APTV
Aptiv PLC Ordinary Shares · Stock (public) · Schwab DM Trust II DC
$1,001 - $15,000
APTV
Aptiv PLC Ordinary Shares · Stock (public) · Schwab Joint Account JT
$1,001 - $15,000
BP
BP p.l.c. · Stock (public) · Schwab DM Trust I DC
$1,001 - $15,000
Chesapeake Operating LLC
Other liability · Spouse
$1,001 - $15,000
HACK
ETFMG Prime Cyber Security ETF · Stock (public) · Schwab DM Brokerage Account DC
$1,001 - $15,000
HACK
ETFMG Prime Cyber Security ETF · Stock (public) · Schwab DM Trust I DC
$15,001 - $50,000
HACK
ETFMG Prime Cyber Security ETF · Stock (public) · Schwab DM Trust II DC
$1 - $1,000
Eagle Resources LLC
Other liability · Spouse
$1,001 - $15,000
EMR
Emerson Electric Company · Stock (public) · Schwab DM Brokerage Account DC
$15,001 - $50,000
EQNR
Equinor ASA · Stock (public) · Spouse
$1,001 - $15,000
XOM
Exxon Mobil Corporation · Stock (public) · Schwab DM Brokerage Account DC
$15,001 - $50,000
FNB
F.N.B. Corporation · Stock (public) · Schwab DM Brokerage Account DC
$1,001 - $15,000
Fairland Resources LLC
Other liability · Spouse
$100,001 - $250,000
GIS
General Mills, Inc. · Stock (public) · Schwab DM Brokerage Account DC
$1,001 - $15,000
GPC
Genuine Parts Company · Stock (public) · Schwab DM Brokerage Account DC
$1 - $1,000
HON
Honeywell International Inc. · Stock (public) · Schwab DM Brokerage Account DC
$15,001 - $50,000
IShares S&P National Muni Bond Fund
Exchange-traded fund · Schwab DM Trust I DC
$1,001 - $15,000
IShares S&P National Muni Bond Fund
Mutual fund
$100,000
JPM
JP Morgan Chase & Co. · Stock (public) · Schwab DM Brokerage Account DC
$1,001 - $15,000
LMT
Lockheed Martin Corporation · Stock (public) · Schwab DM Brokerage Account DC
$1,001 - $15,000
M&T Bank Accounts
Bank/brokerage account · Joint
$1,000,001 - $5,000,000
M&T Bank Accounts
Bank/brokerage account · Spouse
$50,001 - $100,000
M&T Bank Accounts
Bank/brokerage account
$15,001 - $50,000
M&T Bank Accounts
Bank/brokerage account · DC
$250,001 - $500,000
MCD
McDonald's Corporation · Stock (public) · Schwab DM Brokerage Account DC
$1,001 - $15,000
MCD
McDonald's Corporation · Stock (public) · Schwab DM Trust I DC
$1,001 - $15,000
MCD
McDonald's Corporation · Stock (public) · Schwab DM Trust II DC
$1,001 - $15,000
MDT
Medtronic plc. Ordinary Shares · Stock (public) · Schwab DM Trust I DC
$15,001 - $50,000
FB
Meta Platforms, Inc. - Class A · Stock (public)
$100,000
MSFT
Microsoft Corporation · Stock (public)
$100,000
MSFT
Microsoft Corporation · Stock (public) · Schwab DM Trust I DC
$1,001 - $15,000
MSFT
Microsoft Corporation · Stock (public)
$100,000
MSFT
Microsoft Corporation · Stock (public) · Schwab Joint Account JT
$1,001 - $15,000
MDLZ
Mondelez International, Inc. - Class A · Stock (public) · Schwab DM Brokerage Account DC
$1,001 - $15,000
NVDA
NVIDIA Corporation · Stock (public)
$500,000
NVDA
NVIDIA Corporation · Stock (public)
$500,000
NKE
Nike, Inc. · Stock (public) · Schwab DM Brokerage Account DC
$1,001 - $15,000
NSC
Norfolk Southern Corporation · Stock (public) · Schwab DM Brokerage Account DC
$1,001 - $15,000
PNC
PNC Financial Services Group, Inc. · Stock (public) · Schwab DM Brokerage Account DC
$1,001 - $15,000
PNC
PNC Financial Services Group, Inc. · Stock (public) · Schwab DM Trust I DC
$1,001 - $15,000
PNC
PNC Financial Services Group, Inc. · Stock (public) · Schwab DM Trust II DC
$1,001 - $15,000
PFE
Pfizer, Inc. · Stock (public) · Schwab DM Brokerage Account DC
$1,001 - $15,000
PFE
Pfizer, Inc. · Stock (public) · Schwab DM Trust I DC
$1,001 - $15,000
PFE
Pfizer, Inc. · Stock (public) · Schwab DM Trust II DC
$15,001 - $50,000
Pride Mobility Cash Account
IRA holding
$500,000
Pride Mobility Employer Stock
Private stock option
$1,000,000
Pride Mobility Products Co
Other liability
$25,000,001 - $50,000,000
Pride Mobility Products Co
Other liability · DC
$5,000,001 - $25,000,000
Pride Mobility Products Co
Other liability · Spouse
$1,000,001 - $5,000,000
PG
Procter & Gamble Company · Stock (public) · Schwab DM Brokerage Account DC
$15,001 - $50,000
QCOM
QUALCOMM Incorporated · Stock (public) · Schwab DM Brokerage Account DC
$1,001 - $15,000
SNVXX
Schwab Government Money Fund - Investor Shares · Mutual fund · Schwab Brokerage Account SP
$1 - $1,000
SNVXX
Schwab Government Money Fund - Investor Shares · Mutual fund · Schwab Joint Account JT
$1,001 - $15,000
Schwab Government Money SNVXX
Bank/brokerage account
$250,000
Schwab Government Money SNVXX
Bank/brokerage account
$250,000
Schwab Government Money SNVXX
Bank/brokerage account
$500,000
Schwab Sweep Account
Bank/brokerage account · Schwab Brokerage Account SP
$15,001 - $50,000
Schwab Sweep Account
Bank/brokerage account · Schwab DM Brokerage Account DC
$1,001 - $15,000
Schwab Sweep Account
Bank/brokerage account · Schwab DM Trust I DC
$15,001 - $50,000
Schwab US Mid Cap
Mutual fund · Schwab DM Brokerage Account DC
$1,001 - $15,000
Schwab US Mid Cap
Mutual fund · Schwab DM Trust I DC
$15,001 - $50,000
Schwab US Mid Cap
Mutual fund
$100,000
Vacation Property
Real property · Joint
None
Vanguard FTSE World Ex-US
Exchange-traded fund · Schwab DM Trust I DC
$15,001 - $50,000
Vanguard FTSE World Ex-US
Mutual fund
$100,000
Vanguard Mid Cap
Mutual fund · Schwab Brokerage Account SP
$15,001 - $50,000
Vanguard Mid Cap
Mutual fund
$100,000
Vanguard Russell 1000 Growth
Exchange-traded fund · Schwab DM Trust I DC
$15,001 - $50,000
Vanguard Russell 1000 Value
Mutual fund
$100,000
Vanguard Russell 1000 Value
Exchange-traded fund · Schwab DM Trust I DC
$1,001 - $15,000
Vanguard Russell 1000 Value
Mutual fund
$250,000
Vanguard S&P 500
Exchange-traded fund · Schwab DM Trust I DC
$15,001 - $50,000
Vanguard Small Cap
Mutual fund · Schwab Brokerage Account SP
None
Vanguard Small Cap
Exchange-traded fund · Schwab DM Trust I DC
$15,001 - $50,000
Vanguard Small Cap
Mutual fund
$100,000
V
Visa Inc. · Stock (public) · Schwab DM Brokerage Account DC
$1,001 - $15,000
V
Visa Inc. · Stock (public) · Schwab DM Trust I DC
$1,001 - $15,000
V
Visa Inc. · Stock (public) · Schwab DM Trust II DC
$15,001 - $50,000
WPC
W.P. Carey Inc. REIT · Stock (public) · Schwab DM Brokerage Account DC
$1,001 - $15,000
DIS
Walt Disney Company · Stock (public) · Schwab DM Brokerage Account DC
$1,001 - $15,000
DIS
Walt Disney Company · Stock (public) · Schwab DM Trust I DC
$1,001 - $15,000
DIS
Walt Disney Company · Stock (public) · Schwab DM Trust II DC
$15,001 - $50,000
WM
Waste Management, Inc. · Stock (public) · Schwab DM Brokerage Account DC
$1,001 - $15,000
WM
Waste Management, Inc. · Stock (public) · Schwab DM Trust I DC
$1,001 - $15,000
WM
Waste Management, Inc. · Stock (public) · Schwab DM Trust II DC
$15,001 - $50,000
WFC
Wells Fargo & Company · Stock (public) · Schwab DM Trust I DC
$1,001 - $15,000
WFC
Wells Fargo & Company · Stock (public) · Schwab DM Trust II DC
$15,001 - $50,000
WFC
Wells Fargo & Company · Stock (public) · Schwab Joint Account JT
$1 - $1,000