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Financial disclosures · Stock trades

Roger Williams

Periodic transaction report filed January 15, 2026, TX25. Member page · The Clerk's PDF (document 20033783)

4
Transactions
on 2 pages
2
Purchases
2
Sales
full and partial
0
Reported late
more than 45 days after the trade

Transactions as filed

in the order they appear on the form
#OwnerAssetTypeTrade dateNotifiedAmountNotes
1 Member CVX Chevron Corporation Common Stock (CVX) (Stock) Sale (partial) Dec 22, 2025 Dec 22, 2025 $15,001 to $50,000 New. Subholding of Charles Schwab 4067.
2 Member FANG Diamondback Energy, Inc. - Common Stock (FANG) (Stock) Sale (partial) Dec 22, 2025 Dec 22, 2025 $1,001 to $15,000 New. Subholding of Charles Schwab 4067.
3 Member JPM JP Morgan Chase & Co. Common Stock (JPM) (Stock) Purchase Dec 22, 2025 Dec 22, 2025 $1,001 to $15,000 New. Subholding of Charles Schwab 4067.
4 Member RTX RTX Corporation Common Stock (RTX) (Stock) Purchase Dec 22, 2025 Dec 22, 2025 $1,001 to $15,000 New. Subholding of Charles Schwab 4067.

Read from the Clerk's e-filed PDF; the PDF is the primary source and the filer's wording is kept. Amounts are the ranges on the form. "Late" compares the trade and notification dates the filer gave against the 45-day rule and is not an ethics finding.

All of Roger Williams's reported trades Their filings

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