Disclosed transactions
989 reported transactions
Amounts are the ranges in the filing. Purchases and sales are disclosures, not a statement of current holdings.
Donald S. Beyer, Jr.
Democrat — D–VA-8 · U.S. House · serving since 2015 · House Committee on Ways and Means, Joint Economic Committee · member ID B001292Amounts are statutory ranges; totals on this page are therefore ranges too. Amount ranges ↗
- Disclosures
- 989 58 filings · 0 paper · retained
- Net flow · 12m
- $90.0K to $685K purchases minus sales · statutory ranges, an interval
- Distinct tickers
- 72 across every disclosed row
- Late filings
- 12 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 · 11 rows with no parseable trade date excluded · 8 exchange/unparsed-side rows excluded · 2 date-anomaly rows excluded (impossible trade dates) · source: House Clerk + Senate eFD
Disclosed flow by quarter. 24Q4: purchases $182K–$630K, sales $5M–$25M; 25Q1: purchases $50K–$100K, no sales; 25Q2: purchases $15K–$50K, no sales; 25Q3: no purchases, no sales; 25Q4: purchases $80K–$200K, sales $115K–$250K; 26Q1: purchases $145K–$350K, no sales; 26Q2: purchases $50K–$100K, no sales; 26Q3: purchases $65K–$150K, 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 · 324 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 | MS | Morgan Stanley (MS) [ST] | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation | 2021-05-13 | — |
| BUY | LVMUY | LVMH Moet Hennessy Louis Vuitton Unsponsored American Depositary Receipt (LVMUY) [ST] | Purchases $7K–$105K; sales — | 7 | 0 | $7.0K to $105K net accumulation≈ | 2020-02-18 | — |
| BUY | AAIGF | AIA group, Ltd. Ordinary Shares (AAIgF) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2021-02-08 | — |
| BUY | HZN | Horizon global Corporation Common Shares (HZN) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2020-02-17 | — |
| BUY | IXJ | iShares global Healthcare ETF (IXJ) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2021-12-22 | — |
| BUY | IYZ | iShares U.S. Telecommunications ETF (IYZ) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2021-12-22 | — |
| BUY | RHHBY | Roche Holdings Ag Basel American Depositary Shares (RHHBY) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2020-04-22 | — |
| MIXED | CDNS | Cadence Design Systems, Inc. (CDNS) [ST] | Purchases $4K–$60K; sales $1K–$15K | 4 | 1 | −$11.0K to $59.0K≈ | 2022-02-28 | — |
| MIXED | CME | CME group Inc. - Class A (CME) [ST] | Purchases $4K–$60K; sales $1K–$15K | 4 | 1 | −$11.0K to $59.0K≈ | 2020-07-10 | — |
| MIXED | JPM | JP Morgan Chase & Co. (JPM) [ST] | Purchases $4K–$60K; sales $1K–$15K | 4 | 1 | −$11.0K to $59.0K≈ | 2022-02-28 | — |
| MIXED | KAI | Kadant Inc (KAI) [ST] | Purchases $4K–$60K; sales $1K–$15K | 4 | 1 | −$11.0K to $59.0K≈ | 2022-02-28 | — |
| MIXED | CVS | CVS Health Corporation (CVS) [ST] | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2022-02-28 | — |
| MIXED | AAGIY | AIA group, Ltd. Sponsored American Depository Receipt (AAgIY) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2021-12-06 | — |
| MIXED | BBH | VanEck Biotech ETF (BBH) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-01-28 | — |
| MIXED | MCO | Moody's Corporation (MCO) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2021-01-11 | — |
| MIXED | RDS.A | Royal Dutch Shell PLC Royal Dutch Shell American Depositary Shares (RDS.A) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2021-03-15 | — |
| MIXED | SLB | Schlumberger N.V. (SLB) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2021-03-15 | — |
| SELL | AXHE | iShares MSCI ACWI ex US Healthcare ETF (AXHE) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2022-01-27 | — |
| SELL | AXTE | iShares MSCI ACWI ex US Telecommunication Services ETF (AXTE) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2022-01-27 | — |
| SELL | PNC | PNC Financial Services group, Inc. (PNC) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2022-01-20 | — |
| MIXED | DAL | Delta Air Lines, Inc. (DAL) [ST] | Purchases $4K–$60K; sales $2K–$30K | 4 | 2 | −$26.0K to $58.0K≈ | 2020-04-27 | — |
| MIXED | CONE | Cyrusone Inc (CoNE) [ST] | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2020-02-18 | — |
| MIXED | FNV | Franco-Nevada Corporation (FNV) [ST] | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2022-02-28 | — |
| MIXED | FVRR | Fiverr International Ltd. Ordinary Shares, no par value (FVRR) [ST] | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2021-12-21 | — |
| MIXED | RHHBF | Roche Holdings Ag Basel Ordinary Shares (RHHBF) [ST] | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2021-04-14 | — |
| MIXED | FLIR | FLIR Systems, Inc. (FLIR) [ST] | Purchases $6K–$90K; sales $3K–$45K | 6 | 3 | −$39.0K to $87.0K≈ | 2020-06-24 | — |
| MIXED | REGN | Regeneron Pharmaceuticals, Inc. (REgN) [ST] | Purchases $4K–$60K; sales $3K–$45K | 4 | 3 | −$41.0K to $57.0K≈ | 2022-02-28 | — |
| SELL | KMX | CarMax Inc (KMX) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2022-02-01 | — |
| MIXED | DIS | Walt Disney Company (DIS) [ST] | Purchases $9K–$135K; sales $4K–$60K | 9 | 4 | −$51.0K to $131K≈ | 2022-02-28 | — |
| MIXED | EDIT | Editas Medicine, Inc. (EDIT) [ST] | Purchases $7K–$105K; sales $4K–$60K | 7 | 4 | −$53.0K to $101K≈ | 2021-04-14 | — |
| MIXED | LDNXF | London Stock Exchange Group plc Ordinary Shares (LDNXF) [ST] | Purchases $3K–$45K; sales $4K–$60K | 3 | 4 | −$57.0K to $41.0K≈ | 2021-05-17 | — |
| MIXED | IAU | iShares gold Trust Shares of the iShares gold Trust (IAU) [ST] | Purchases $17K–$80K; sales $5K–$75K | 3 | 5 | −$58.0K to $75.0K≈ | 2022-02-28 | — |
| MIXED | PI | Impinj, Inc. (PI) [ST] | Purchases $3K–$45K; sales $16K–$65K | 3 | 2 | −$62.0K to $29.0K≈ | 2022-02-28 | — |
| MIXED | FANUF | Fanuc Limited Ordinary Shares (FANUF) [ST] | Purchases $11K–$165K; sales $5K–$75K | 11 | 5 | −$64.0K to $160K≈ | 2022-03-01 | — |
| MIXED | COST | Costco Wholesale Corporation (COST) [ST] | Purchases $7K–$105K; sales $17K–$80K | 7 | 3 | −$73.0K to $88.0K≈ | 2022-02-28 | — |
| MIXED | ASML | ASML Holding N.V. - New York Registry Shares (ASML) [ST] | Purchases $4K–$60K; sales $17K–$80K | 4 | 3 | −$76.0K to $43.0K≈ | 2022-02-28 | — |
| MIXED | CGNX | Cognex Corporation (CgNX) [ST] | Purchases $8K–$120K; sales $6K–$90K | 8 | 6 | −$82.0K to $114K≈ | 2022-02-28 | — |
| MIXED | PEP | Pepsico, Inc. (PEP) [ST] | Purchases $8K–$120K; sales $6K–$90K | 8 | 6 | −$82.0K to $114K≈ | 2022-02-28 | — |
| MIXED | NSRGY | Nestle SA Sponsored ADR representing Registered Shares Series B (NSRgY) [ST] | Purchases $7K–$105K; sales $6K–$90K | 7 | 6 | −$83.0K to $99.0K≈ | 2022-02-28 | — |
| MIXED | NDAQ | Nasdaq, Inc. (NDAQ) [ST] | Purchases $9K–$135K; sales $18K–$95K | 9 | 4 | −$86.0K to $117K≈ | 2022-02-28 | — |
| MIXED | NKE | Nike, Inc. (NKE) [ST] | Purchases $9K–$135K; sales $18K–$95K | 9 | 4 | −$86.0K to $117K≈ | 2022-02-28 | — |
| MIXED | GH | guardant Health, Inc. (gH) [ST] | Purchases $4K–$60K; sales $6K–$90K | 4 | 6 | −$86.0K to $54.0K≈ | 2022-02-28 | — |
| MIXED | NVS | Novartis Ag (NVS) [ST] | Purchases $9K–$135K; sales $7K–$105K | 9 | 7 | −$96.0K to $128K≈ | 2022-02-28 | — |
| MIXED | TJX | TJX Companies, Inc. (TJX) [ST] | Purchases $9K–$135K; sales $7K–$105K | 9 | 7 | −$96.0K to $128K≈ | 2022-02-28 | — |
| MIXED | CYRX | CryoPort, Inc. (CYRX) [ST] | Purchases $7K–$105K; sales $7K–$105K | 7 | 7 | −$98.0K to $98.0K≈ | 2022-02-28 | — |
| MIXED | SPLK | Splunk Inc. (SPLK) [ST] | Purchases $7K–$105K; sales $7K–$105K | 7 | 7 | −$98.0K to $98.0K≈ | 2021-04-29 | — |
| MIXED | TGT | Target Corporation (TgT) [ST] | Purchases $10K–$150K; sales $19K–$110K | 10 | 5 | −$100K to $131K≈ | 2022-02-28 | — |
| MIXED | ACN | Accenture plc Class A Ordinary Shares (ACN) [ST] | Purchases $9K–$135K; sales $19K–$110K | 9 | 5 | −$101K to $116K≈ | 2022-02-28 | — |
| MIXED | BRK.B | Berkshire Hathaway Inc. New (BRK.B) [ST] | Purchases $9K–$135K; sales $19K–$110K | 9 | 5 | −$101K to $116K≈ | 2022-02-28 | — |
| MIXED | C | Citigroup, Inc. (C) [ST] | Purchases $7K–$105K; sales $19K–$110K | 7 | 5 | −$103K to $86.0K≈ | 2020-07-14 | — |
| MIXED | ISRG | Intuitive Surgical, Inc. (ISRg) [ST] | Purchases $6K–$90K; sales $19K–$110K | 6 | 5 | −$104K to $71.0K≈ | 2022-02-28 | — |
| MIXED | UNH | UnitedHealth group Incorporated Common Stock (UNH) [ST] | Purchases $6K–$90K; sales $19K–$110K | 6 | 5 | −$104K to $71.0K≈ | 2022-02-28 | — |
| MIXED | LVMHF | LVMH Moet Hennessy Louis Vuitton Ordinary Shares (LVMHF) [ST] | Purchases $2K–$30K; sales $19K–$110K | 2 | 5 | −$108K to $11.0K≈ | 2022-02-28 | — |
| MIXED | GS | goldman Sachs group, Inc. (gS) [ST] | Purchases $12K–$180K; sales $20K–$125K | 12 | 6 | −$113K to $160K≈ | 2022-02-28 | — |
| MIXED | VZ | Verizon Communications Inc. (VZ) [ST] | Purchases $7K–$105K; sales $8K–$120K | 7 | 8 | −$113K to $97.0K≈ | 2022-02-28 | — |
| MIXED | EL | Estee Lauder Companies, Inc. (EL) [ST] | Purchases $11K–$165K; sales $20K–$125K | 11 | 6 | −$114K to $145K≈ | 2022-02-28 | — |
| MIXED | TRNO | Terreno Realty Corporation (TRNO) [ST] | Purchases $9K–$135K; sales $20K–$125K | 9 | 6 | −$116K to $115K≈ | 2022-02-28 | — |
| MIXED | SQ | Block, Inc. Class A Common Stock, (SQ) [ST] | Purchases $3K–$45K; sales $8K–$120K | 3 | 8 | −$117K to $37.0K≈ | 2022-02-10 | — |
| MIXED | NTLA | Intellia Therapeutics, Inc. (NTLA) [ST] | Purchases $4K–$60K; sales $20K–$125K | 4 | 6 | −$121K to $40.0K≈ | 2022-02-28 | — |
| MIXED | GOOG | Alphabet Inc. - Class C Capital Stock (gOOg) [ST] | Purchases $8K–$120K; sales $32K–$130K | 8 | 4 | −$122K to $88.0K≈ | 2022-02-28 | — |
| MIXED | ILMN | Illumina, Inc. (ILMN) [ST] | Purchases $8K–$120K; sales $21K–$140K | 8 | 7 | −$132K to $99.0K≈ | 2022-02-28 | — |
| MIXED | V | Visa Inc. (V) [ST] | Purchases $5K–$75K; sales $21K–$140K | 5 | 7 | −$135K to $54.0K≈ | 2022-02-28 | — |
| MIXED | AMZN | Amazon.com, Inc. (AMZN) [ST] | Purchases $4K–$60K; sales $33K–$145K | 4 | 5 | −$141K to $27.0K≈ | 2022-02-28 | — |
| MIXED | ECL | Ecolab Inc. (ECL) [ST] | Purchases $7K–$105K; sales $22K–$155K | 7 | 8 | −$148K to $83.0K≈ | 2022-02-28 | — |
| MIXED | DAIUF | Daifuku Co Ltd Ordinary Shares (DAIUF) [ST] | Purchases $9K–$135K; sales $23K–$170K | 9 | 9 | −$161K to $112K≈ | 2022-03-01 | — |
| MIXED | TDOC | Teladoc Health, Inc. (TDOC) [ST] | Purchases $8K–$120K; sales $23K–$170K | 8 | 9 | −$162K to $97.0K≈ | 2021-11-26 | — |
| MIXED | NEE | NextEra Energy, Inc. (NEE) [ST] | Purchases $12K–$180K; sales $35K–$175K | 12 | 7 | −$163K to $145K≈ | 2022-03-07 | — |
| MIXED | ROP | Roper Technologies, Inc. (ROP) [ST] | Purchases $8K–$120K; sales $35K–$175K | 8 | 7 | −$167K to $85.0K≈ | 2022-02-28 | — |
| MIXED | NVDA | NVIDIA Corporation (NVDA) [ST] | Purchases $7K–$105K; sales $35K–$175K | 7 | 7 | −$168K to $70.0K≈ | 2022-02-28 | — |
| MIXED | MSCI | MSCI Inc (MSCI) [ST] | Purchases $7K–$105K; sales $36K–$190K | 7 | 8 | −$183K to $69.0K≈ | 2022-02-28 | — |
| MIXED | MSFT | Microsoft Corporation (MSFT) [ST] | Purchases $8K–$120K; sales $37K–$205K | 8 | 9 | −$197K to $83.0K≈ | 2022-02-28 | — |
| MIXED | AAPL | Apple Inc. (AAPL) [ST] | Purchases $24K–$185K; sales $70K–$225K | 10 | 7 | −$201K to $115K≈ | 2022-02-28 | — |
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
- +19dfaster than chamber — median +28d
- Rows per filingmachine-readable transaction rows per distinct source filing
- 17far above median — median 3.2
- Share ≤ $15K bracket
- 77%small-lot profile — median 69%
- Buy share of rows
- 52%above median — median 47%
- Self-owned share
- 1%family accounts — median 97%
filings incl. 0 paper: 58distinct default-view filings for this member, including paper (needs-OCR) filings that carry zero machine-readable rows · transactions: 989 · disclosed flow · trailing 12m: $600K–$1.4Msum of statutory bucket bounds over the trailing 12 months — an interval, not an estimate of value · median lag: +19dmedian days between trade date and filing date, over rows that disclose both · late filings: 12rows 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 | 220 | $465K–$3.9M |
| services | 120 | $246K–$2.1M |
| finance-insurance-realestate | 93 | $191K–$1.6M |
| retail | 54 | $124K–$985K |
| transport-utilities | 40 | $68K–$670K |
| mining | 6 | $6K–$90K |
| no ticker disclosed coverage | 324 | Over $26.2M |
| ticker not resolved to an issuer coverage | 114 | $142K–$1.8M |
| issuer has no SIC on record coverage | 18 | $32K–$305K |
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 bound| Filed ▾ | Asset | Side | Amount | Src |
|---|---|---|---|---|
| 2026-09-01 | Washington St Various 5.00% 08/01/30 [GS] — asset type as filed: GS — asset as filed, no ticker disclosed | Exchange | $50K–$100K | |
| 2026-08-01 | Tri-Creek 5.00% 7/15/33 [GS] — asset type as filed: GS — asset as filed, no ticker disclosed | Purchase | $50K–$100K | |
| 2026-07-01 | Virginia Commlth 5.00% 09/15/29 [GS] — asset type as filed: GS — asset as filed, no ticker disclosed | Purchase | $50K–$100K | |
| 2026-09-01 | Long Is Pwr Auth Var 9/01/55 [GS] — asset type as filed: GS — asset as filed, no ticker disclosed | Purchase | $15K–$50K | |
| 2026-09-01 | California St 4.00% 8/01/36 [GS] — asset type as filed: GS — asset as filed, no ticker disclosed | Exchange | $15K–$50K |
Ranked by disclosed lower bound, last 90 daysRanked by the disclosed lower bound, over the trailing 90 days by filed date.
Committees · jurisdiction overlap
membership snapshot 2026-09-14 · jurisdiction mapping v1Serves on: House Committee on Ways and Means · Joint Economic Committee
No disclosed trades fall inside this member's committee jurisdictions as of their trade dates · 533 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
989 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 | — | Long Is Pwr Auth Var 9/01/55 [GS] | · JT (jointly owned) | $15K–$50K | no ticker | Traded → Filed +27d | |
| Exchange | — | California St 4.00% 8/01/36 [GS] | · JT (jointly owned) | $15K–$50K | no ticker | Traded → Filed +29d | |
| Exchange | — | Washington St Various 5.00% 08/01/30 [GS] | · JT (jointly owned) | $50K–$100K | no ticker | Traded → Filed +29d | |
| Purchase | — | Tri-Creek 5.00% 7/15/33 [GS] | · JT (jointly owned) | $50K–$100K | no ticker | Traded → Filed +5d | |
| Exchange | — | King Cnty Wash 4.00% 12/01/32 [GS] | · JT (jointly owned) | $15K–$50K | no ticker | Traded → Filed +6d | |
| Purchase | — | Virginia Commlth 5.00% 09/15/29 [GS] | · JT (jointly owned) | $50K–$100K | no ticker | Traded → Filed +13d | |
| Purchase | — | Arlington Cnty VA 5.00% 7/01/35 [GS] | · JT (jointly owned) | $15K–$50K | no ticker | Traded → Filed +10d | |
| Purchase | — | University Wash Univ 4.00% 12/01/33 [GS] | · JT (jointly owned) | $15K–$50K | no ticker | Traded → Filed +2d | |
| Purchase | — | Madison Conn Go Bd 3.5% 12/18/25 [GS] | · JT (jointly owned) | $50K–$100K | no ticker | Traded → Filed +11d | |
| Purchase | — | Virginia St Pub Bldg 4.00% 08/01/36 [GS] | · JT (jointly owned) | $50K–$100K | no ticker | Traded → Filed +16d | |
| Purchase | — | Ohio St Gen Oblig 5.00% 11/01/34 [GS] | · JT (jointly owned) | $15K–$50K | no ticker | Traded → Filed +24d | |
| Sale | — | King CNTY Wash Ltd 4.00% 12/1/32 [GS] | · JT (jointly owned) | $15K–$50K | no ticker | Traded → Filed +15d | |
| Sale | — | Madison Conn GO BD 3.5% 12/18/25 [GS] | · JT (jointly owned) | $50K–$100K | no ticker | Traded → Filed +15d | |
| Sale | — | Virginia ST 4.00% 8/1/38 [GS] | · JT (jointly owned) | $50K–$100K | no ticker | Traded → Filed +23d | |
| Purchase | — | King Cnty Wash 4.00% 12/01/32 [GS] | · JT (jointly owned) | $15K–$50K | no ticker | Traded → Filed +2d | |
| Purchase | — | St John Baptist Parish Var 06/01/37 [GS] | · JT (jointly owned) | $50K–$100K | no ticker | Traded → Filed +10d | |
| Purchase | — | Connecticut St SPL Tax 5.00% 01/01/37 [GS] | · JT (jointly owned) | $15K–$50K | no ticker | Traded → Filed +11d | |
| Exchange | — | North Allegheny PA Sch 5.00% 05/01/2030 [GS] | · JT (jointly owned) | $15K–$50K | no ticker | Traded → Filed +19d | |
| Exchange | — | Massachusetts St Sch Bld 5.00% [GS] | · JT (jointly owned) | $50K–$100K | no ticker | Traded → Filed +14d | |
| Exchange | — | Oklahoma Cnt OK Independent 3:00% 07/01/25 [GS] | · JT (jointly owned) | $15K–$50K | no ticker | Traded → Filed +32d | |
| Purchase | — | University of Washington 4.00% 12/01/33 [GS] | · JT (jointly owned) | $15K–$50K | no ticker | Traded → Filed +24d | |
| Purchase | — | Maryland St Health Var 07/01/45 [GS] | · JT (jointly owned) | $50K–$100K | no ticker | Traded → Filed +24d | |
| Sale | — | Duke Street LLC, 50% Interest [OI] | · JT (jointly owned) | $5M–$25M | no ticker | Traded → Filed +14d | |
| Purchase | — | Oklahoma Cnty OK Indep 3.00% 07.01.25 [GS] | · JT (jointly owned) | $1K–$15K | no ticker | Traded → Filed +33d | |
| Purchase | — | Oklahoma Cnty OK Indep 3.00% 07.01.25 [GS] | · JT (jointly owned) | $1K–$15K | no ticker | Traded → Filed +33d | |
| Exchange | — | Dallas Tex Area Rapid 5.00% 12/01/25 [GS] | · JT (jointly owned) | $1K–$15K | no ticker | Traded → Filed +35d | |
| Purchase | — | Virginia State Housing Development 3.4% 07/01/29 [GS] | · JT (jointly owned) | $15K–$50K | no ticker | Traded → Filed +16d | |
| Purchase | — | Virginia State Housing Development 3.5% 07/01/30 [GS] | · JT (jointly owned) | $15K–$50K | no ticker | Traded → Filed +16d | |
| Purchase | — | Oregon State Housing & Community Var 01/10/48 [GS] | · JT (jointly owned) | $15K–$50K | no ticker | Traded → Filed +23d | |
| Purchase | — | Delaware Valley PA 4.00% 03/01/33 [GS] | · JT (jointly owned) | $15K–$50K | no ticker | Traded → Filed +5d | |
| Purchase | — | North Carolina TPK 4.00% 01/01/33 [GS] | · JT (jointly owned) | $15K–$50K | no ticker | Traded → Filed +6d | |
| Purchase | — | Long Island Power Authority NY 5.00% 09/01/37 [GS] | · JT (jointly owned) | $15K–$50K | no ticker | Traded → Filed +10d | |
| Purchase | — | New Jersey State 5.00% 06/15/33 [GS] | · JT (jointly owned) | $15K–$50K | no ticker | Traded → Filed +16d | |
| Purchase | — | Aiken Cnty SC Cons Sch 4.00% 04/01/37 [GS] | · JT (jointly owned) | $15K–$50K | no ticker | Traded → Filed +18d | |
| Purchase | — | Chicago Ill O'Hare 4.00% 01/01/36 [GS] | · JT (jointly owned) | $15K–$50K | no ticker | Traded → Filed +25d | |
| Purchase | — | North Las Vegas Nev 4.00% 06/01/36 [GS] | · JT (jointly owned) | $15K–$50K | no ticker | Traded → Filed +25d | |
| Purchase | — | Clark Cnty Nev Sch 4.00% 06/15/37 [GS] | · JT (jointly owned) | $15K–$50K | no ticker | Traded → Filed +31d | |
| Purchase | — | Jefferson Cnty KY 4.00% 09/01/36 [GS] | · JT (jointly owned) | $15K–$50K | no ticker | Traded → Filed +32d | |
| Exchange | — | District Columbia Go 5.00% 06/01/35 [GS] | · JT (jointly owned) | $15K–$50K | no ticker | Traded → Filed +32d | |
| Sale | — | Garden of Eden LLC, 40% Interest [OI] | · JT (jointly owned) | $5M–$25M | no ticker | Traded → Filed +5d | |
| Sale | — | Wise Cnty VA V-A 1.875% 11-01-40 [GS] | · JT (jointly owned) | $15K–$50K | no ticker | Traded → Filed +6d | |
| Purchase | — | Wise Cnty VA Indl Var 11-01-40 [GS] | · JT (jointly owned) | $15K–$50K | no ticker | Traded → Filed +6d | |
| Sale | — | Putnam Cnty WVA Brd Ed 1.123% 05/01/24 [GS] | · JT (jointly owned) | $15K–$50K | no ticker | Traded → Filed +14d | |
| Purchase | — | Metropolitan Wash DC 5.00% 10/01/31 [GS] | · JT (jointly owned) | $15K–$50K | no ticker | Traded → Filed +35d | |
| Purchase | — | Virginia St Hsg Dev 3.65% 04/01/33 [GS] | · JT (jointly owned) | $15K–$50K | no ticker | Traded → Filed +3d | |
| Sale | — | Wisconsin St Health & EDL 5.00% 09/15/30 [GS] | · JT (jointly owned) | $1K–$15K | no ticker | Traded → Filed +16d | |
| Sale | — | Union-Endicott NY Cent 3.75% 06/30/23 [GS] | · JT (jointly owned) | $1K–$15K | no ticker | Traded → Filed +1d | |
| Sale | — | Virginia College Bldg 4.00% 02/01/33 [GS] | · JT (jointly owned) | $15K–$50K | no ticker | Traded → Filed +25d | |
| Purchase | — | District Columbia Go 5.00% 06/01/35 [GS] | · JT (jointly owned) | $15K–$50K | no ticker | Traded → Filed +25d | |
| Sale | — | New York ST MTG AGY 3.45% 10/01/33 [GS] | · JT (jointly owned) | $15K–$50K | no ticker | Traded → Filed +11d |
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 989 transactions
Filing history
SOURCE REPORTS · FILED ↓| Filed | Rows | Receipt |
|---|---|---|
| 2026-09-01 | 3 | |
| 2026-08-01 | 2 | |
| 2026-07-01 | 1 | |
| 2026-03-01 | 1 | |
| 2026-01-31 | 4 | |
| 2026-01-02 | 3 | |
| 2025-11-02 | 4 | |
| 2025-10-02 | 1 | |
| 2025-08-02 | 1 | |
| 2025-05-02 | 1 | |
| 2025-03-08 | 1 | |
| 2025-01-06 | 4 | |
| 2024-12-07 | 3 | |
| 2024-11-03 | 10 | |
| 2024-09-04 | 1 | |
| 2024-06-06 | 4 | |
| 2024-03-31 | 1 | |
| 2023-10-01 | 1 | |
| 2023-07-01 | 3 | |
| 2023-04-29 | 1 | |
| 2023-04-05 | 1 | |
| 2023-03-03 | 1 | |
| 2022-12-01 | 2 | |
| 2022-07-29 | 1 | |
| 2022-07-03 | 1 | |
| 2022-06-01 | 1 | |
| 2022-05-01 | 2 | |
| 2022-04-01 | 5 | |
| 2022-03-03 | 49 | |
| 2022-02-01 | 28 | |
| 2022-01-01 | 14 | |
| 2021-12-02 | 11 | |
| 2021-10-30 | 10 | |
| 2021-10-01 | 24 | |
| 2021-09-02 | 12 | |
| 2021-08-07 | 10 | |
| 2021-07-04 | 21 | |
| 2021-06-07 | 17 | |
| 2021-05-01 | 11 | |
| 2021-04-01 | 29 | |
| 2021-02-27 | 21 | |
| 2021-01-31 | 24 | |
| 2021-01-01 | 22 | |
| 2020-12-01 | 59 | |
| 2020-11-05 | 23 | |
| 2020-10-01 | 11 | |
| 2020-09-06 | 20 | |
| 2020-08-09 | 54 | |
| 2020-07-03 | 7 | |
| 2020-05-31 | 73 | |
| 2020-05-12 | 5 | |
| 2020-05-09 | 45 | |
| 2020-04-07 | 16 | |
| 2020-02-22 | 44 | |
| 2020-02-22 | 76 | |
| 2020-01-02 | 42 | |
| 2019-12-14 | 139 | |
| 2019-12-07 | 8 |
Signals
window 2026-06-16 → 2026-09-14No ACTIVE signals for this member in the retained window — 2 earlier signals were superseded inside it (amended away or no longer matching). See /signals.
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.