Trade Volume by Year

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Trades

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Estimated excess return of the underlying stock since the transaction

Stock	Transaction	Filed	Traded	Description	Excess Return

Estimated Live Stock Portfolio

Ticker	Current Holding	Portfolio Allocation

Dale W. Strong has a net worth of $21.67M

per our latest estimates

Net Worth

$21.67M Current Net Worth Est.

Top Holdings

Real Property $18.4M
Bank Accounts, Money M... $3.1M
Ownership Interest (En... $75K
Mutual Funds $72K
Other $16K

Disclosed Holdings

Ticker	Asset Type	Asset Name	Amount	Owner	Report Year	Filed
-AUBOYS LLC SHOPPING CENTER	Real Property	AUBOYS LLC SHOPPING CENTER	$5,000,001 - $25,000,000		2023	Aug 12, 2024
-PERSONAL MONEY MARKET	Bank Accounts, Money Market Accounts and CDs	PERSONAL MONEY MARKET	$1,000,001 - $5,000,000		2023	Aug 12, 2024
-STRONG FAMILY PROPERTIES, LLC ⇒ STRONG FAMILY PROPERTIES - ASSET ⇒ STRONG FAMILY PROPERTIES, LLC - HUNTSVILLE	Real Property	STRONG FAMILY PROPERTIES, LLC ⇒ STRONG FAMILY PROPERTIES - ASSET ⇒ STRONG FAMILY PROPERTIES, LLC - HUNTSVILLE	$1,000,001 - $5,000,000		2023	Aug 12, 2024
-232 SPANO ROAD	Real Property	232 SPANO ROAD	$100,001 - $250,000		2023	Aug 12, 2024
-KING ROAD, 33% INTEREST	Real Property	KING ROAD, 33% INTEREST	$100,001 - $250,000		2023	Aug 12, 2024
-REGIONS LIFEGREEN - PERSONAL CHECKING	Bank Accounts, Money Market Accounts and CDs	REGIONS LIFEGREEN - PERSONAL CHECKING	$50,001 - $100,000	JT	2023	Aug 12, 2024
-STRONG AND STRONG, LLC	Ownership Interest (Engaged in a Trade or Business)	STRONG AND STRONG, LLC	$50,001 - $100,000		2023	Aug 12, 2024
-STRONG FAMILY PROPERTIES, LLC ⇒ STRONG FAMILY PROPERTIES - ASSET ⇒ STRONG FAMILY PROPERTIES, LLC CAPSHAW	Real Property	STRONG FAMILY PROPERTIES, LLC ⇒ STRONG FAMILY PROPERTIES - ASSET ⇒ STRONG FAMILY PROPERTIES, LLC CAPSHAW	$50,001 - $100,000		2023	Aug 12, 2024
FXAIXEMPLOYER 401K ⇒ FIDELITY 500 INDEX FUND	Mutual Funds	EMPLOYER 401K ⇒ FIDELITY 500 INDEX FUND	$1,001 - $15,000	SP	2023	Aug 12, 2024
-EMPLOYER 401K ⇒ FIDELITY DIVERSIFIED INTERNATIONAL K6 FUND (FKIDX)	Mutual Funds	EMPLOYER 401K ⇒ FIDELITY DIVERSIFIED INTERNATIONAL K6 FUND (FKIDX)	$1,001 - $15,000		2023	Aug 12, 2024
FSMAXEMPLOYER 401K ⇒ FIDELITY EXTENDED MARKET INDEX FUND	Mutual Funds	EMPLOYER 401K ⇒ FIDELITY EXTENDED MARKET INDEX FUND	$1,001 - $15,000	SP	2023	Aug 12, 2024
-EMPLOYER 401K ⇒ FIDELITY PURITAN K	Mutual Funds	EMPLOYER 401K ⇒ FIDELITY PURITAN K	$1,001 - $15,000	SP	2023	Aug 12, 2024
-EMPLOYER 401K ⇒ JENNISON SM/MD CP EQ	Mutual Funds	EMPLOYER 401K ⇒ JENNISON SM/MD CP EQ	$1,001 - $15,000	SP	2023	Aug 12, 2024
-EMPLOYER 401K ⇒ MANAGED INCOME PORTFOLIO - CLASS 2	Other	EMPLOYER 401K ⇒ MANAGED INCOME PORTFOLIO - CLASS 2	$1,001 - $15,000	SP	2023	Aug 12, 2024
-EMPLOYER 401K ⇒ PRUDENTIAL CORE PLUS BOND FUND 5	Other	EMPLOYER 401K ⇒ PRUDENTIAL CORE PLUS BOND FUND 5	$1,001 - $15,000	SP	2023	Aug 12, 2024
-EMPLOYER 401K ⇒ VANGUARD GROWTH INDEX FD ADMIRAL SHS (VIGAX)	Mutual Funds	EMPLOYER 401K ⇒ VANGUARD GROWTH INDEX FD ADMIRAL SHS (VIGAX)	$1,001 - $15,000		2023	Aug 12, 2024
-EMPLOYER 401K ⇒ VANGUARD TARGET RETIREMENT 2035 FUND (VTTHX)	Mutual Funds	EMPLOYER 401K ⇒ VANGUARD TARGET RETIREMENT 2035 FUND (VTTHX)	$1,001 - $15,000		2023	Aug 12, 2024
VWNAXEMPLOYER 401K ⇒ VANGUARD WINDSOR II FUND ADMIRAL SHARES	Mutual Funds	EMPLOYER 401K ⇒ VANGUARD WINDSOR II FUND ADMIRAL SHARES	$1,001 - $15,000		2023	Aug 12, 2024
-EMPLOYER 401K - 2 ⇒ VANGUARD TARGET RETIREMENT 2035 FUND (VTTHX)	Mutual Funds	EMPLOYER 401K - 2 ⇒ VANGUARD TARGET RETIREMENT 2035 FUND (VTTHX)	$1,001 - $15,000		2023	Aug 12, 2024
-ROTH IRA - CASH	IRA (Held in Cash)	ROTH IRA - CASH	$1,001 - $15,000		2023	Aug 12, 2024
-AUBOYS LLC SHOPPING CENTER	Real Property	AUBOYS LLC SHOPPING CENTER	$5,000,001 - $25,000,000		2022	Aug 11, 2023
-PERSONAL MONEY MARKET	Bank Accounts, Money Market Accounts and CDs	PERSONAL MONEY MARKET	$1,000,001 - $5,000,000		2022	Aug 11, 2023
-STRONG FAMILY PROPERTIES, LLC	Ownership Interest (Engaged in a Trade or Business)	STRONG FAMILY PROPERTIES, LLC	$1,000,001 - $5,000,000		2022	Aug 11, 2023
-STRONG FAMILY PROPERTIES, LLC	Real Property	STRONG FAMILY PROPERTIES, LLC	$1,000,001 - $5,000,000		2022	Aug 11, 2023
-WEST GLENN CONDO	Real Property	WEST GLENN CONDO	$250,001 - $500,000		2022	Aug 11, 2023
-KING ROAD, 33% INTEREST	Real Property	KING ROAD, 33% INTEREST	$100,001 - $250,000		2022	Aug 11, 2023
-RETIREMENT SYSTEMS OF ALABAMA	Defined Benefit Pension	RETIREMENT SYSTEMS OF ALABAMA	$100,001 - $250,000		2022	Aug 11, 2023
-REGIONS LIFEGREEN - PERSONAL CHECKING	Bank Accounts, Money Market Accounts and CDs	REGIONS LIFEGREEN - PERSONAL CHECKING	$50,001 - $100,000	JT	2022	Aug 11, 2023
-CURRENT YEAR TO FILING INCOME PRECEDING YEAR STRONG AND STRONG, LLC	Ownership Interest (Engaged in a Trade or Business)	CURRENT YEAR TO FILING INCOME PRECEDING YEAR STRONG AND STRONG, LLC	$50,001 - $100,000		2022	Aug 11, 2023
-STRONG FAMILY PROPERTIES, LLC CAPSHAW	Real Property	STRONG FAMILY PROPERTIES, LLC CAPSHAW	$50,001 - $100,000		2022	Aug 11, 2023
-RETIREMENT SYSTEMS OF ALABAMA	Defined Benefit Pension	RETIREMENT SYSTEMS OF ALABAMA	$15,001 - $50,000	SP	2022	Aug 11, 2023
-EMPLOYER 401K ⇒ VANGUARD EXTENDED MARKET INDEX FUND	Exchange Traded Funds (ETF)	EMPLOYER 401K ⇒ VANGUARD EXTENDED MARKET INDEX FUND	$1,001 - $15,000		2022	Aug 11, 2023
-EMPLOYER 401K ⇒ VANGUARD GROWTH ADM	Mutual Funds	EMPLOYER 401K ⇒ VANGUARD GROWTH ADM	$1,001 - $15,000	SP	2022	Aug 11, 2023
-EMPLOYER 401K ⇒ VANGUARD INSTITUTIONAL INDEX FUND	Exchange Traded Funds (ETF)	EMPLOYER 401K ⇒ VANGUARD INSTITUTIONAL INDEX FUND	$1,001 - $15,000	SP	2022	Aug 11, 2023
-EMPLOYER 401K ⇒ VANGUARD TARGET 2035	Mutual Funds	EMPLOYER 401K ⇒ VANGUARD TARGET 2035	$1,001 - $15,000	SP	2022	Aug 11, 2023
-EMPLOYER 401K ⇒ VANGUARD WINDSOR II	Mutual Funds	EMPLOYER 401K ⇒ VANGUARD WINDSOR II	$1,001 - $15,000	SP	2022	Aug 11, 2023
-ROTH IRA	IRA (Held in Cash)	ROTH IRA	$1,001 - $15,000		2022	Aug 11, 2023
-EMPLOYER 401K ⇒ FIDELITY DIVERSIFIED INTERNATIONAL K6 FUND	Mutual Funds	EMPLOYER 401K ⇒ FIDELITY DIVERSIFIED INTERNATIONAL K6 FUND	$1,001 - $15,000		2022	Aug 11, 2023
-EMPLOYER 401K ⇒ FIDELITY PURITAN K	Mutual Funds	EMPLOYER 401K ⇒ FIDELITY PURITAN K	$1,001 - $15,000	SP	2022	Aug 11, 2023
-EMPLOYER 401K ⇒ JENNISON SM/MD CP EQ	Mutual Funds	EMPLOYER 401K ⇒ JENNISON SM/MD CP EQ	$1,001 - $15,000	SP	2022	Aug 11, 2023
-EMPLOYER 401K ⇒ MANAGED INCOME PORTFOLIO - CLASS 1	Corporate Securities (Bonds and Notes)	EMPLOYER 401K ⇒ MANAGED INCOME PORTFOLIO - CLASS 1	$1,001 - $15,000	SP	2022	Aug 11, 2023
-GS LAND GROUP, LLC LOT	Ownership Interest (Engaged in a Trade or Business)	GS LAND GROUP, LLC LOT	-		2022	Aug 11, 2023
-STRONG FAMILY PROPERTIES, LLC NANCE HOUSE	Real Property	STRONG FAMILY PROPERTIES, LLC NANCE HOUSE	-		2022	Aug 11, 2023

*These holdings are collected from annual financial disclosure statements. There are occasionally parsing errors, and it does not include recent transactions.

Fundrasing

Spending

Cash On Hand

Corporate PAC Donors

Ticker	Company Committee	Recipient Committee	Amount	Date	Party	Cycle

Proposed Legislation

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Title	Introduced	Latest Action Date