Disclosed transactions
156 reported transactions
Amounts are the ranges in the filing. Purchases and sales are disclosures, not a statement of current holdings.
Mo Brooks
Republican — R–AL-5 · U.S. House · serving since 2011 · member ID B001274Amounts are statutory ranges; totals on this page are therefore ranges too. Amount ranges ↗
- Disclosures
- 156 65 filings · 0 paper · retained
- Net flow · 12m
- — purchases minus sales · statutory ranges, an interval
- Distinct tickers
- 41 across every disclosed row
- Late filings
- 24 filed past the 45-day window
Flows from periodic transaction reports · House Clerk + Senate eFD · statutory ranges · every row retains its receipt
Disclosed flow by quarter
bar = [min, max] of bucket sums · derived ·§flow range = sum of statutory bucket bounds — an interval, not an estimate of value; derived by Public Filings from the disclosed ranges24Q4
25Q1
25Q2
25Q3
25Q4
26Q1
26Q2
26Q3
how this chart is drawn ·§gaps are gaps — no interpolation · y from $0 · no midpoints — bar spans the disclosed bounds · source: House Clerk + Senate eFD
Disclosed flow by quarter. 24Q4: no purchases, no sales; 25Q1: no purchases, no sales; 25Q2: no purchases, no sales; 25Q3: no purchases, no sales; 25Q4: no purchases, no sales; 26Q1: no purchases, no sales; 26Q2: no purchases, no sales; 26Q3: no purchases, no sales
Net disclosed flow by ticker
flows, not holdings ·§PTRs are flows, not holdings — this table nets disclosed flow intervals; it is NOT a portfolio and cannot become one without the member's annual FD report · 52 rows disclose no ticker and are outside this tableALL DISCLOSED HISTORY · net range| Net | Ticker | Issuer | Buy ◂ ▸ Sellnet disclosed flow = sum of purchase bucket bounds minus sum of sale bucket bounds, as a net range net = [pL−sU, pU−sL]. A side with no rows has summed zero — a fact, not an absence. A row with any wholly-undisclosed amount on either side is not rankable and sits in the labeled bucket below the ranked rows, never coerced to zeronet disclosed flow = sum of purchase bucket bounds minus sum of sale bucket bounds, as a net range net = [pL−sU, pU−sL]. A side with no rows has summed zero — a fact, not an absence. A row with any wholly-undisclosed amount on either side is not rankable and sits in the labeled bucket below the ranked rows, never coerced to zero | Buys | Sells | Net range ·§net disclosed flow = sum of purchase bucket bounds minus sum of sale bucket bounds, as a net range net = [pL−sU, pU−sL]. A side with no rows has summed zero — a fact, not an absence. A row with any wholly-undisclosed amount on either side is not rankable and sits in the labeled bucket below the ranked rows, never coerced to zero | Last traded | 13FInstitutional overlap is not available in this build. |
|---|---|---|---|---|---|---|---|---|
| BUY | DUK | Duke Energy Corporation (DuK) [ST] | Purchases $78K–$295K; sales — | 8 | 0 | $78.0K to $295K net accumulation | 2021-01-22 | — |
| BUY | BRK.B | Berkshire Hathaway Inc. New (BRK.B) [ST] | Purchases $61K–$215K; sales — | 5 | 0 | $61.0K to $215K net accumulation≈ | 2021-03-24 | — |
| BUY | D | Dominion Energy, Inc. (D) [ST] | Purchases $60K–$200K; sales — | 4 | 0 | $60.0K to $200K net accumulation≈ | 2021-09-29 | — |
| BUY | AATC | Autoscope Technologies Corporation (AATC) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation | 2022-07-22 | — |
| BUY | KO | Coca-Cola Company (KO) | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2016-09-19 | — |
| BUY | SDLP | seadrill Partners llC Common units Representing limited liability Company Interests (sDlP) | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2014-11-03 | — |
| BUY | SO | southern Company (sO) | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2015-10-01 | — |
| MIXED | DRAD | Digirad Corporation (DRaD) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2015-01-05 | — |
| MIXED | FOXA | Twenty-First Century Fox, Inc. - Class a (FOXa) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2017-05-12 | — |
| MIXED | IQNT | Inteliquent, Inc. (IQNT) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2016-11-04 | — |
| SELL | AAPL | apple Inc. (aaPl) [sT] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2020-04-13 | — |
| SELL | ADTN | aDTRaN, Inc. (aDTN) [sT] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2020-01-02 | — |
| SELL | ARCC | ares Capital Corporation - Closed End Fund (aRCC) [sT] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2020-01-15 | — |
| SELL | BAX | Baxter International Inc. (BaX) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-08-31 | — |
| SELL | BDX | Becton, Dickinson and Company (BDX) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2017-03-21 | — |
| SELL | BSX | Boston scientific Corporation (BsX) [sT] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2020-02-05 | — |
| SELL | CDNS | Cadence Design systems, Inc. (CDNs) [sT] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2020-01-02 | — |
| SELL | CVS | CVs Health Corporation (CVs) [sT] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2020-01-02 | — |
| SELL | DTEGY | Deutsche Telekom ag (DTEgY) [sT] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2020-01-02 | — |
| SELL | GD | general Dynamics Corporation (gD) [sT] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2019-05-02 | — |
| SELL | GE | general Electric Company (gE) [sT] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2020-01-02 | — |
| SELL | MWO | Morgan stanley Cap Tr V gtd Cap secs (MWO) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-05-05 | — |
| SELL | ORCL | oracle Corporation (oRCl) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2017-03-15 | — |
| SELL | PG | Procter & gamble Company (Pg) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2017-03-21 | — |
| SELL | SNR | New senior Investment group Inc. (sNR) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2015-05-14 | — |
| SELL | UNP | union Pacific Corporation (uNP) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2017-03-21 | — |
| SELL | VTRS | Viatris Inc. (VTRS) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2020-12-01 | — |
| SELL | XOM | Exxon Mobil Corporation (XoM) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2017-03-21 | — |
| MIXED | T | AT&T Inc. (T) [ST] | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2021-10-12 | — |
| MIXED | ISDR | Issuer Direct Corporation (IsDR) | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2016-12-14 | — |
| MIXED | WFC | Wells Fargo & Company (WFC) [sT] | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2020-01-02 | — |
| SELL | CSCO | Cisco Systems, Inc. (CSCO) [ST] | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2021-02-08 | — |
| MIXED | MAR | Marriott International - Class a (MaR) [sT] | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2020-04-29 | — |
| SELL | VZ | Verizon Communications Inc. (VZ) [ST] | Purchases —; sales $3K–$45K | 0 | 3 | −$45.0K to −$3.0K net disposal≈ | 2022-07-22 | — |
| MIXED | PFE | Pfizer, Inc. (PFE) [ST] | Purchases $3K–$45K; sales $15K–$50K | 3 | 1 | −$47.0K to $30.0K≈ | 2021-08-16 | — |
| SELL | BAC | Bank of America Corporation (BAC) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2020-10-28 | — |
| SELL | SANM | sanmina Corporation (saNM) [sT] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2020-01-15 | — |
| SELL | TFC | Truist Financial Corporation (TFC) [ST] | Purchases —; sales $16K–$65K | 0 | 2 | −$65.0K to −$16.0K net disposal≈ | 2021-02-08 | — |
| MIXED | APT | alpha Pro Tech, ltd. (aPT) [sT] | Purchases $8K–$120K; sales $5K–$75K | 8 | 5 | −$67.0K to $115K≈ | 2019-08-05 | — |
| MIXED | LEE | lee Enterprises, Incorporated (lEE) [ST] | Purchases $38K–$220K; sales $19K–$110K | 10 | 5 | −$72.0K to $201K≈ | 2021-01-22 | — |
| MIXED | TCX | Tucows Inc. (TCX) [sT] | Purchases $3K–$45K; sales $17K–$80K | 3 | 3 | −$77.0K to $28.0K≈ | 2018-01-09 | — |
Trading profile
VS HOUSE MEDIAN · TICK = MEDIAN · 298 MEMBERS- Filing lag (median)median days between trade date and filing date, over rows that disclose both
- +17.5dfaster than chamber — median +28d
- Rows per filingmachine-readable transaction rows per distinct source filing
- 2.4below median — median 3.2
- Share ≤ $15K bracket
- 72%small-lot profile — median 69%
- Buy share of rows
- 53%above median — median 47%
- Self-owned share
- 10%family accounts — median 97%
filings incl. 0 paper: 65distinct default-view filings for this member, including paper (needs-OCR) filings that carry zero machine-readable rows · transactions: 156 · disclosed flow · trailing 12m: —sum of statutory bucket bounds over the trailing 12 months — an interval, not an estimate of value · median lag: +18dmedian days between trade date and filing date, over rows that disclose both · late filings: 24rows filed past the STOCK Act's 45-day window
Medians are per member across the 298 House members with disclosed rows in this build — one observation each, so a high-volume filer does not become the chamber. Statistics describe the filing record, never intent.
Sector mix
taxonomy v1 · SIC as of 2026-09-14| Sector | Trades | Flow range |
|---|---|---|
| manufacturing | 47 | $117K–$880K |
| transport-utilities | 24 | $150K–$675K |
| services | 10 | $52K–$255K |
| finance-insurance-realestate | 6 | $34K–$160K |
| retail | 1 | $1K–$15K |
| no ticker disclosed coverage | 52 | $367K–$1.5M |
| ticker not resolved to an issuer coverage | 15 | $71K–$365K |
| issuer has no SIC on record coverage | 1 | $1K–$15K |
Sector from SEC SIC codesSector comes from SEC EDGAR SIC codes through the site's own taxonomy; rows without a sector are listed as coverage, never folded into a sector.
Recent disclosures and committee context
Largest recent disclosures
trailing 90d · lower boundNo rankable disclosures in the trailing 90 days.
Committees · jurisdiction overlap
membership snapshot 2026-09-14 · jurisdiction mapping v1No committee memberships on record in the snapshot.
No disclosed trades fall inside this member's committee jurisdictions as of their trade dates · 88 trades predate the membership snapshot's validity window and are unanswerable, not cleared.
A jurisdiction overlap is context, not an accusation: it establishes and implies no legal, ethical, or causal conflict. It states only that the issuer's sector falls within a committee this member sat on as of the trade date, per the sources and mapping versions shown.
All disclosed transactions
156 rows · filed date desc · as of 2026-09-14 13:21 UTC| Kind | Ticker | Asset | OwnerFilings under this member include transactions by spouse (SP), dependent children (DC), and joint accounts (JT) — the STOCK Act does not distinguish who directed a trade. Owner codes ↗ | Range | Amount range | Traded → Filed | Source |
|---|---|---|---|---|---|---|---|
| Purchase | — | Arlington TX Higher Ed Fin [GS] | · JT (jointly owned) | $1K–$15K | no ticker | Traded → Filed +23d | |
| Purchase | — | U. S. Treasury Note [GS] | · JT (jointly owned) | $50K–$100K | no ticker | Traded → Filed +32d | |
| Purchase | — | Duke Energy Corp Fxd [CS] | · JT (jointly owned) | $1K–$15K | no ticker | Traded → Filed LATE·123d | |
| Sale | VZ | Verizon Communications Inc. (VZ) [ST] | · JT (jointly owned) | $1K–$15K | Traded → Filed +26d | ||
| Purchase | AATC | Autoscope Technologies Corporation (AATC) [ST] | · JT (jointly owned) | $1K–$15K | Traded → Filed +26d | ||
| Purchase | — | Nisource Inc. Fxd to 062023 [CS] | · JT (jointly owned) | $1K–$15K | no ticker | Traded → Filed +6d | |
| Purchase | — | Duke Energy Corp Fxd to 09/20/24 [CS] | · JT (jointly owned) | $1K–$15K | no ticker | Traded → Filed +27d | |
| Purchase | — | Duke Energy Corp Fxd to 092024 [CS] | · JT (jointly owned) | $1K–$15K | no ticker | Traded → Filed +9d | |
| Sale | T | AT&T Inc. (T) [ST] | · JT (jointly owned) | $1K–$15K | Traded → Filed LATE·211d | ||
| Sale | VZ | Verizon Communications Inc. (VZ) [ST] | · partial · JT (partial sale, jointly owned) | $1K–$15K | Traded → Filed +15d | ||
| Purchase | — | Duke Energy Corp Fxd to 092024VAR thraftr 4.8750% [CS] | · JT (jointly owned) | $1K–$15K | no ticker | Traded → Filed +3d | |
| Purchase | T | AT&T Inc. (T) [ST] | · JT (jointly owned) | $1K–$15K | Traded → Filed +2d | ||
| Purchase | D | Dominion Energy, Inc. (D) [ST] | · JT (jointly owned) | $15K–$50K | Traded → Filed +15d | ||
| Sale | PFE | Pfizer, Inc. (PFE) [ST] | · JT (jointly owned) | $15K–$50K | Traded → Filed LATE·59d | ||
| Purchase | — | Baldwin Cnty Ala Pub Bldg Authbuildg RE OID [gS] | · JT (jointly owned) | $15K–$50K | no ticker | Traded → Filed +21d | |
| Purchase | BRK.B | Berkshire Hathaway Inc. New (BRK.B) [ST] | · JT (jointly owned) | $15K–$50K | Traded → Filed LATE·542d | ||
| Purchase | — | general Electric Co Fxd TO [CS] | · JT (jointly owned) | $1K–$15K | no ticker | Traded → Filed +14d | |
| Purchase | BRK.B | Berkshire Hathaway Inc. New (BRK.B) [ST] | · JT (jointly owned) | $1K–$15K | Traded → Filed +27d | ||
| Sale | T | AT&T Inc. (T) [ST] | — | $1K–$15K | Traded → Filed +8d | ||
| Sale | TFC | Truist Financial Corporation (TFC) [ST] | — | $1K–$15K | Traded → Filed +8d | ||
| Sale | CSCO | Cisco Systems, Inc. (CSCO) [ST] | — | $1K–$15K | Traded → Filed +8d | ||
| Sale | — | Pike Road Al OID [gS] | · JT (jointly owned) | $1K–$15K | no ticker | Traded → Filed +11d | |
| Sale | LEE | lee Enterprises, Incorporated (lEE) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +4d | ||
| Sale | LEE | lee Enterprises, Incorporated (lEE) [ST] | · JT (jointly owned) | $1K–$15K | Traded → Filed +4d | ||
| Purchase | DUK | Duke Energy Corporation (DuK) [ST] | — | $1K–$15K | Traded → Filed +4d | ||
| Sale | — | Spectra Energy Capital llC [CS] | — | $1K–$15K | no ticker | Traded → Filed +5d | |
| Sale | VTRS | Viatris Inc. (VTRS) [ST] | · JT (jointly owned) | $1K–$15K | Traded → Filed LATE·56d | ||
| Purchase | LEE | lee Enterprises, Incorporated (lEE) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed LATE·63d | ||
| Sale | BAC | Bank of America Corporation (BAC) [ST] | · JT (jointly owned) | $15K–$50K | Traded → Filed +11d | ||
| Purchase | PFE | Pfizer, Inc. (PFE) [ST] | · JT (jointly owned) | $1K–$15K | Traded → Filed LATE·53d | ||
| Purchase | PFE | Pfizer, Inc. (PFE) [ST] | · JT (jointly owned) | $1K–$15K | Traded → Filed +10d | ||
| Sale | LEE | lee Enterprises, Incorporated (lEE) [ST] | · partial · SP (partial sale, spouse-owned) | $1K–$15K | Traded → Filed +18d | ||
| Sale | — | North Carolina Cap Facs Fin Agy Duke univ Pj Rev-B [gS] | · JT (jointly owned) | $15K–$50K | no ticker | Traded → Filed +32d | |
| Purchase | D | Dominion Energy, Inc. (D) [ST] | · JT (jointly owned) | $15K–$50K | Traded → Filed +33d | ||
| Purchase | D | Dominion Energy, Inc. (D) [ST] | · JT (jointly owned) | $15K–$50K | Traded → Filed +40d | ||
| Sale | MAR | Marriott International - Class a (MaR) [sT] | · JT (jointly owned) | $15K–$50K | Traded → Filed +23d | ||
| Purchase | D | Dominion Energy, Inc. (D) [sT] | · JT (jointly owned) | $15K–$50K | Traded → Filed +23d | ||
| Sale | AAPL | apple Inc. (aaPl) [sT] | · JT (jointly owned) | $1K–$15K | Traded → Filed +39d | ||
| Purchase | DUK | Duke Energy Corporation (DuK) [sT] | · JT (jointly owned) | $1K–$15K | Traded → Filed +39d | ||
| Purchase | DUK | Duke Energy Corporation (DuK) [sT] | · JT (jointly owned) | $15K–$50K | Traded → Filed LATE·50d | ||
| Purchase | PFE | Pfizer, Inc. (PFE) [sT] | · JT (jointly owned) | $1K–$15K | Traded → Filed +7d | ||
| Sale | CSCO | Cisco systems, Inc. (CsCo) [sT] | · JT (jointly owned) | $1K–$15K | Traded → Filed +42d | ||
| Sale | BSX | Boston scientific Corporation (BsX) [sT] | · JT (jointly owned) | $1K–$15K | Traded → Filed LATE·48d | ||
| Sale | TFC | Truist Financial Corporation (TFC) [sT] | · JT (jointly owned) | $15K–$50K | Traded → Filed LATE·51d | ||
| Sale | ARCC | ares Capital Corporation - Closed End Fund (aRCC) [sT] | · JT (jointly owned) | $1K–$15K | Traded → Filed +5d | ||
| Sale | SANM | sanmina Corporation (saNM) [sT] | · JT (jointly owned) | $15K–$50K | Traded → Filed +5d | ||
| Sale | CVS | CVs Health Corporation (CVs) [sT] | · JT (jointly owned) | $1K–$15K | Traded → Filed +18d | ||
| Sale | ADTN | aDTRaN, Inc. (aDTN) [sT] | · JT (jointly owned) | $1K–$15K | Traded → Filed +18d | ||
| Sale | WFC | Wells Fargo & Company (WFC) [sT] | · JT (jointly owned) | $1K–$15K | Traded → Filed +18d | ||
| Sale | DTEGY | Deutsche Telekom ag (DTEgY) [sT] | · JT (jointly owned) | $1K–$15K | Traded → Filed +18d |
Amended filings show the latest versionEach row is the latest version of its filing: an amendment replaces the original it supersedes, and the original stays in the published record. · what's excluded ↗
1–50 of 156 transactions
Filing history
SOURCE REPORTS · FILED ↓| Filed | Rows | Receipt |
|---|---|---|
| 2022-12-31 | 3 | |
| 2022-08-17 | 2 | |
| 2022-07-19 | 2 | |
| 2022-06-12 | 1 | |
| 2022-05-11 | 1 | |
| 2022-04-26 | 1 | |
| 2022-03-21 | 1 | |
| 2021-10-14 | 3 | |
| 2021-08-06 | 1 | |
| 2021-07-10 | 1 | |
| 2021-05-28 | 1 | |
| 2021-04-20 | 1 | |
| 2021-02-16 | 3 | |
| 2021-02-12 | 1 | |
| 2021-01-26 | 6 | |
| 2020-11-08 | 2 | |
| 2020-07-11 | 5 | |
| 2020-05-22 | 5 | |
| 2020-03-24 | 4 | |
| 2020-01-20 | 9 | |
| 2019-10-30 | 2 | |
| 2019-09-20 | 1 | |
| 2019-08-06 | 2 | |
| 2019-05-20 | 3 | |
| 2019-05-11 | 5 | |
| 2019-04-01 | 3 | |
| 2019-03-04 | 3 | |
| 2018-12-11 | 2 | |
| 2018-10-25 | 3 | |
| 2018-09-27 | 4 | |
| 2018-07-06 | 1 | |
| 2018-06-16 | 4 | |
| 2018-05-02 | 1 | |
| 2018-03-02 | 2 | |
| 2018-02-03 | 4 | |
| 2017-12-21 | 2 | |
| 2017-10-30 | 2 | |
| 2017-08-17 | 1 | |
| 2017-07-16 | 1 | |
| 2017-06-05 | 1 | |
| 2017-05-13 | 2 | |
| 2017-04-03 | 6 | |
| 2017-02-16 | 2 | |
| 2017-01-31 | 2 | |
| 2016-12-20 | 3 | |
| 2016-11-02 | 2 | |
| 2016-10-10 | 7 | |
| 2016-08-25 | 4 | |
| 2016-07-13 | 1 | |
| 2016-05-02 | 1 | |
| 2016-03-08 | 2 | |
| 2016-02-22 | 3 | |
| 2016-01-12 | 1 | |
| 2015-11-04 | 2 | |
| 2015-10-07 | 1 | |
| 2015-07-06 | 1 | |
| 2015-04-04 | 1 | |
| 2015-03-13 | 1 | |
| 2015-01-26 | 1 | |
| 2015-01-07 | 2 | |
| 2014-11-11 | 1 | |
| 2014-10-30 | 1 | |
| 2014-09-26 | 1 | |
| 2014-09-02 | 2 | |
| 2014-07-09 | 6 |
Signals
window 2026-06-16 → 2026-09-14No signals for this member in the retained window — a computed answer over the rules on /signals, not an absence of coverage.
PLANNED annual holdings · 13F overlap
Additional disclosure analysis
Most-disclosed tickers
trailing 24mNo tickers disclosed in the trailing 24 months.
Reporting window
Published 2026-09-14
Trade date and filing date are retained separately. Late and unparseable records stay identified in the data.
Holdings coverage
Annual holdings are not in this view
Periodic transaction reports do not establish a portfolio. Annual holdings and reconciliation require annual financial-disclosure records.