Disclosed transactions
1,531 reported transactions
Amounts are the ranges in the filing. Purchases and sales are disclosures, not a statement of current holdings.
Thomas R. Carper
Democrat — D–DE · U.S. Senate · serving since 1983 · member ID C000174Amounts are statutory ranges; totals on this page are therefore ranges too. Amount ranges ↗
- Disclosures
- 1,531 150 filings · 21 paper · retained
- Net flow · 12m
- — purchases minus sales · statutory ranges, an interval
- Distinct tickers
- 285 across every disclosed row
- Late filings
- 404 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, sales $1K–$15K; 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 · 748 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 | ICLN | Global Clean Energy Ishares ETF | Purchases $50K–$100K; sales — | 1 | 0 | $50.0K to $100K net accumulation | 2024-03-05 | — |
| BUY | XCAPX | ACAP Strategic Fund | Purchases $31K–$115K; sales — | 3 | 0 | $31.0K to $115K net accumulation≈ | 2021-01-29 | — |
| BUY | XCEM | Columbia EM Core Ex-China ETF | Purchases $17K–$80K; sales — | 3 | 0 | $17.0K to $80.0K net accumulation≈ | 2023-12-18 | — |
| BUY | IGHG | ProShares Investment Grade-Interest Rate Hedged | Purchases $16K–$65K; sales — | 2 | 0 | $16.0K to $65.0K net accumulation≈ | 2023-02-15 | — |
| BUY | SBPYX | Clearbridge Small Cap Growth Fd Cl I | Purchases $16K–$65K; sales — | 2 | 0 | $16.0K to $65.0K net accumulation≈ | 2023-12-18 | — |
| BUY | ATOAX | Aberdeen Ultra Short Municipal Income Fund Class A | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2020-09-22 | — |
| BUY | PNQI | Invesco NASDAQ Internet ETF | Purchases $4K–$60K; sales — | 4 | 0 | $4.0K to $60.0K net accumulation≈ | 2020-04-14 | — |
| BUY | BMY | Bristol-Myers Squibb Company Common Stock | Purchases $3K–$45K; sales — | 3 | 0 | $3.0K to $45.0K net accumulation≈ | 2022-01-18 | — |
| BUY | GLPI | Gaming and Leisure Properties, Inc. - Common Stock | Purchases $3K–$45K; sales — | 3 | 0 | $3.0K to $45.0K net accumulation≈ | 2023-12-11 | — |
| BUY | ITA | iShares U.S. Aerospace & Defense ETF | Purchases $3K–$45K; sales — | 3 | 0 | $3.0K to $45.0K net accumulation≈ | 2022-01-31 | — |
| BUY | PTNQ | Pacer Trendpilot 100 ETF | Purchases $3K–$45K; sales — | 3 | 0 | $3.0K to $45.0K net accumulation≈ | 2022-01-18 | — |
| BUY | AMT | American Tower Corporation (REIT) Common Stock | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2023-01-11 | — |
| BUY | BSM | Black Stone Minerals, L.P. Common units representi | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2023-02-21 | — |
| BUY | CME | CME Group Inc | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2024-01-17 | — |
| BUY | FLNG | Flex Lng Ltd | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2023-12-11 | — |
| BUY | FPI | Farmland Partners Inc. Common Stock | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2023-02-21 | — |
| BUY | IWD | iShares Russell 1000 Value ETF | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2023-02-15 | — |
| BUY | PTLC | Pacer Trendpilot US Large Cap ETF | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2020-11-20 | — |
| BUY | RTN | Raytheon Company | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2020-04-02 | — |
| BUY | SI | Silvergate Capital Corporation Class A Common Stoc | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2022-01-31 | — |
| BUY | V | Visa Inc. | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2022-01-18 | — |
| BUY | VEA | Vanguard FTSE Developed Markets ETF | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2024-05-16 | — |
| BUY | ACIW | ACI Worldwide, Inc. | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2020-11-20 | — |
| BUY | AES | The Aes Corp | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2024-01-17 | — |
| BUY | ALTM | Arcadium Lithium Plc | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2024-03-21 | — |
| BUY | ARNA | Arena Pharmaceuticals, Inc. | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2020-11-20 | — |
| BUY | ATVI | Activision Blizzard, Inc. | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2020-11-20 | — |
| BUY | BHP | BHP Group Limited American Depositary Shares (Each | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2023-01-11 | — |
| BUY | BMN | BlackRock 2037 Municipal Target Term Trust Common | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2022-10-27 | — |
| BUY | CALF | Pacer US Small Cap Cash Cows 100 ETF | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2024-05-15 | — |
| BUY | COWZ | Pacer US Cash Cows 100 Index | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2024-05-16 | — |
| BUY | CVG | Convergys Corporation (NYSE) | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2015-06-24 | — |
| BUY | CWEN | Clearway Energy, Inc. | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2021-04-05 | — |
| BUY | D | Dominion Energy Inc | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2024-03-28 | — |
| BUY | DELL | Dell Technologies Inc | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2024-01-02 | — |
| BUY | DHR | Danaher Corporation | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2017-08-31 | — |
| BUY | EELV | S&P Emerging Markets Low Vol Invesco ETF | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2022-08-10 | — |
| BUY | EMR | Emerson Electric Company | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2024-05-09 | — |
| BUY | ENB | Enbridge Inc | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2024-04-11 | — |
| BUY | ERIC | Telefonaktiebolaget LM Ericsson (publ) | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2020-11-20 | — |
| BUY | FMC | FMC Corp | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2023-12-11 | — |
| BUY | GMAB | Genmab A/S | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2020-11-20 | — |
| BUY | GSIMX | Goldman Sachs Gqg Partners International Opportu | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2022-08-10 | — |
| BUY | GSSC | GS Activebeta U.S. Small Cap Equity ETF | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2022-08-10 | — |
| BUY | HRL | Hormel Foods Corporation | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2017-08-31 | — |
| BUY | HRS | Harris Corporation | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2017-08-31 | — |
| BUY | ICOW | Pacer Developed Markets International Cash | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2024-05-16 | — |
| BUY | JNJ | Johnson & Johnson Common Stock | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2022-01-18 | — |
| BUY | JPM | JPMorgan Chase & Co. | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2020-03-24 | — |
| BUY | KMB | Kimberly-Clark Corp | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2023-12-11 | — |
| BUY | LITE | Lumentum Holdings Inc. - Common Stock | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2021-11-26 | — |
| BUY | MGM | MGM Resorts International Common Stock | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2023-01-04 | — |
| BUY | NEE | Nextera Energy | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2023-08-29 | — |
| BUY | NPK | National Presto Industries, Inc. | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2017-08-31 | — |
| BUY | NTAP | NetApp, Inc. | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2020-12-30 | — |
| BUY | NTI | Northern Tier Energy LP (NYSE) | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2014-06-25 | — |
| BUY | NTR | Nutrien Ltd | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2024-03-28 | — |
| BUY | NVO | Novo Nordisk A/S | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2020-04-02 | — |
| BUY | NVS | Novartis AG Common Stock | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2023-04-26 | — |
| BUY | NWL | Newell Brands Inc. | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2017-08-31 | — |
| BUY | NWN | Northwest Natural Gas Company (NYSE) | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2015-07-21 | — |
| BUY | OXY | Occidental Petroleum Corp | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2024-05-09 | — |
| BUY | PAAS | Pan American Silver Corp. | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2020-11-20 | — |
| BUY | PAGS | PagSeguro Digital Ltd. | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2020-11-20 | — |
| BUY | PEP | PepsiCo, Inc. | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2020-04-02 | — |
| BUY | PFE | Pfizer Inc. | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2020-07-09 | — |
| BUY | RAI | Reynolds American Inc. | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2016-11-17 | — |
| BUY | RAMP | LiveRamp Holdings, Inc. | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2021-06-29 | — |
| BUY | RHI | Robert Half International Inc. | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2017-08-31 | — |
| BUY | RIG | Transocean Ltd. (NYSE) | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2014-02-27 | — |
| BUY | ROK | Rockwell Automation Inc | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2023-08-22 | — |
| BUY | RVNC | Revance Therapeutics, Inc. - Common Stock | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2023-10-04 | — |
| BUY | SAND | Sandstorm Gold Ltd. Ordinary Shares (Canada) | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2023-01-11 | — |
| BUY | SE | Spectra Energy Corp. | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2016-03-31 | — |
| BUY | SJR | Shaw Communications, Inc. (NYSE) | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2014-02-21 | — |
| BUY | SNOW | Snowflake Inc. Class A Common Stock | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2021-10-22 | — |
| BUY | SNPS | Synopsys, Inc. | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2020-11-20 | — |
| BUY | SPY | SPDR S&P 500 ETF Trust | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2020-03-23 | — |
| BUY | TSLA | Tesla, Inc. | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2020-12-30 | — |
| BUY | TT | Trane Technologies plc | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2023-06-20 | — |
| BUY | VHT | Vanguard Health Care ETF | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2023-02-15 | — |
| BUY | VIG | Vanguard Div Appreciation ETF | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2024-05-16 | — |
| BUY | WM | Waste Management, Inc. Common Stock | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2023-02-21 | — |
| MIXED | -- LGI | LOR Lazard World Dividend and Income Fund (Exchanged) Lazard Global Total Return and Income Fund, Inc. (Received) | Purchases —; sales — | 0 | 0 | $0 | 2019-12-05 | — |
| MIXED | -- RTX | UTX (Exchanged) Raytheon Technologies Corporation Common Stock (Received) | Purchases —; sales — | 0 | 0 | $0≈ | 2020-04-03 | — |
| MIXED | -- TAC | TRSWF - TransAlta Renewables Inc (Exchanged) Transalta Corp (Received) | Purchases —; sales — | 0 | 0 | $0≈ | 2023-12-21 | — |
| MIXED | DD IFF | DuPont de Nemours, Inc. (Exchanged) International Flavors & Fragrances Inc. (Received) | Purchases —; sales — | 0 | 0 | $0≈ | 2021-02-05 | — |
| MIXED | ABYIX | Abbey Capital Futures Strategy Fund- Class I Sha | Purchases $4K–$60K; sales $1K–$15K | 4 | 1 | −$11.0K to $59.0K≈ | 2023-02-15 | — |
| MIXED | PTMC | Pacer Trendpilot US Mid Cap ETF | Purchases $4K–$60K; sales $1K–$15K | 4 | 1 | −$11.0K to $59.0K≈ | 2022-01-31 | — |
| MIXED | GLW | Corning Incorporated Common Stock | Purchases $3K–$45K; sales $1K–$15K | 3 | 1 | −$12.0K to $44.0K≈ | 2022-01-18 | — |
| MIXED | SQM | Sociedad Quimica Y Minera S.A. ADR | Purchases $3K–$45K; sales $1K–$15K | 3 | 1 | −$12.0K to $44.0K≈ | 2024-03-13 | — |
| MIXED | VZ | Verizon Communications Inc | Purchases $3K–$45K; sales $1K–$15K | 3 | 1 | −$12.0K to $44.0K≈ | 2023-07-10 | — |
| MIXED | ABT | Abbott Laboratories | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2024-01-17 | — |
| MIXED | AY | Atlantica Yield Plc | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2024-12-13 | — |
| MIXED | BAH | Booz Allen Hamilton Holding Corp | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2023-08-15 | — |
| MIXED | DLR | Digital Realty Trust, Inc. Common Stock | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2023-01-11 | — |
| MIXED | HBI | Hanesbrands Inc. | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2020-11-20 | — |
| MIXED | HQL | TeklaLife Sciences Investors Common Stock | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2022-10-04 | — |
| MIXED | JCI | Johnson Controls International plc Ordinary Share | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2022-05-16 | — |
| MIXED | LMRK | Landmark Infrastructure Partners LP - Common Units | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2021-08-23 | — |
| MIXED | MANT | ManTech International Corporation | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2021-06-04 | — |
| MIXED | NTLA | Intellia Therapeutics, Inc. - Common Stock | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2023-08-25 | — |
| MIXED | PYPL | PayPal Holdings, Inc. - Common Stock | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2023-05-09 | — |
| MIXED | RIO | Rio Tinto Plc | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2023-01-18 | — |
| MIXED | SMDV | ProShares Russell 2000 Dividend Growers ETF | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2024-05-15 | — |
| MIXED | TGT | Target Corp | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2024-05-22 | — |
| MIXED | TMO | Thermo Fisher Scientific Inc Common Stock | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2023-04-26 | — |
| MIXED | WW | WW International, Inc. - Common Stock | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2021-08-11 | — |
| MIXED | AEE | Ameren Corporation | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2016-06-24 | — |
| MIXED | AGX | Argan Inc | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-12-11 | — |
| MIXED | AJRD | Aerojet Rocketdyne Holdings, Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2021-01-08 | — |
| MIXED | ATKR | Atkore Inc | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-05-09 | — |
| MIXED | ATML | Atmel Corporation (NASDAQ) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2015-06-24 | — |
| MIXED | BRKR | Bruker Corporation - Common Stock | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-04-17 | — |
| MIXED | C | Citigroup, Inc. Common Stock | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-01-18 | — |
| MIXED | CDL | VictoryShares US Large Cap High Div Volatility Wtd | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-02-15 | — |
| MIXED | COR | CoreSite Realty Corporation Common Stock | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2021-11-16 | — |
| MIXED | CRWD | Crowdstrike Holdings Inc | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-08-29 | — |
| MIXED | DDOG | Datadog, Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2021-01-11 | — |
| MIXED | DGX | Quest Diagnostics Inc | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-12-11 | — |
| MIXED | DRI | Darden Restaurants, Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-04-02 | — |
| MIXED | EEM | iShares MSCI Emerging Markets ETF | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2021-02-12 | — |
| MIXED | EQNR | Equinor ASA | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-02-16 | — |
| MIXED | ETRN | Equitrans Midstream Corp | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-03-11 | — |
| MIXED | EVOP | EVO Payments, Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2021-01-25 | — |
| MIXED | FAST | Fastenal Company - Common Stock | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-18 | — |
| MIXED | FNF | Fidelity National Financial | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-12-11 | — |
| MIXED | FQAL | Fidelity Quality Factor ETF | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-02-15 | — |
| MIXED | FTNT | Fortinet Inc | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-08-04 | — |
| MIXED | GEM | GS Activebeta Emerging Markets Equity ETF | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2021-02-12 | — |
| MIXED | GMRE | Global Medical REIT Inc. Common Stock | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-10-17 | — |
| MIXED | GOLD | Barrick Gold Corporation Common Stock (BC) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2021-11-26 | — |
| MIXED | IJR | iShares Core S&P Small-Cap ETF | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-02-15 | — |
| MIXED | INOD | Innodata Inc | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-03-21 | — |
| MIXED | IWN | iShares Russell 2000 Value ETF | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-01-18 | — |
| MIXED | KBE | SPDR S&P Bank ETF | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-02-21 | — |
| MIXED | KEYS | Keysight Technologies Inc. Common Stock | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-05-22 | — |
| MIXED | KRE | SPDR S&P Regional Banking ETF | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-10 | — |
| MIXED | LMT | Lockheed Martin Corporation Common Stock | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-01-18 | — |
| MIXED | MRVL | Marvell Technology Group Ltd. - Common Stock | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-04-17 | — |
| MIXED | NUAN | Nuance Communications, Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2021-04-13 | — |
| MIXED | PRF | Invesco FTSE RAFI US 1000 ETF | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-05-16 | — |
| MIXED | RTX | Raytheon Technologies Corporation Common Stock | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-02-21 | — |
| MIXED | SIL | Global X Silver Miners ETF | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-07-28 | — |
| MIXED | SOFI | Sofi Technologies Inc | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2024-03-21 | — |
| MIXED | SPGP | Invesco S&P 500 GARP ETF | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-02-15 | — |
| MIXED | TRIT | Triterras, Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2021-06-29 | — |
| MIXED | URA | Global X Uranium ETF | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-12-11 | — |
| MIXED | VFH | Vanguard Financials ETF | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-02-21 | — |
| MIXED | VIAV | Viavi Solutions Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2021-01-25 | — |
| MIXED | VSH | Vishay Intertechnology, Inc. Common Stock | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-04-17 | — |
| SELL | ABB | ABB Ltd | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2019-07-18 | — |
| SELL | ADT | The ADT Corporation | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-02-16 | — |
| SELL | ALGM | Allegro MicroSystems, Inc. - Common Stock | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2023-04-17 | — |
| SELL | AVNT | Avient Corporation Common Stock | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2023-04-17 | — |
| SELL | BOTZ | Global X Robotics & Artificial Intelligence ETF | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2020-04-02 | — |
| SELL | BP | BP p.l.c. | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2019-12-17 | — |
| SELL | CB | Chubb Limited | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2020-04-02 | — |
| SELL | CEM | ClearBridge MLP and Midstream Fund Inc. Common Sto | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2021-12-21 | — |
| SELL | CFG | Citizens Financial Group, Inc. | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2020-04-02 | — |
| SELL | CTVA | Corteva, Inc. | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2020-11-20 | — |
| SELL | DEO | Diageo plc | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2021-06-04 | — |
| SELL | DIOD | Diodes Incorporated - Common Stock | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2023-04-17 | — |
| SELL | DLS | WisdomTree International SmallCap Dividend Fund | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2020-07-07 | — |
| SELL | EC | Ecopetrol SA (NYSE) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-02-27 | — |
| SELL | FEYE | FireEye, Inc. | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2021-01-11 | — |
| SELL | FITB | Fifth Third Bancorp | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2020-04-02 | — |
| SELL | FPL | First Trust New Opportunities MLP & Energy Fund | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2020-04-02 | — |
| SELL | GAN | GAN Limited | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2021-04-13 | — |
| SELL | GAS | AGL Resources Inc. (NYSE) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2015-08-25 | — |
| SELL | GOOG | Alphabet Inc. - Class C Capital Stock | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2021-09-28 | — |
| SELL | GPCR | Structure Therapeutics Inc | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2023-10-04 | — |
| SELL | HAL | Halliburton Company | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2020-11-20 | — |
| SELL | HOLX | Hologic, Inc. - Common Stock | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2023-01-11 | — |
| SELL | IAT | iShares U.S. Regional Banks ETF | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2020-04-02 | — |
| SELL | ITW | Illinois Tool Works Inc. (NYSE) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2015-02-12 | — |
| SELL | IVOO | Vanguard S&P Mid-Cap 400 ETF | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2022-01-26 | — |
| SELL | KBA | KraneShares Bosera MSCI China A ETF | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2022-01-26 | — |
| SELL | KNX | Knight-Swift Transportation Holdings Inc. | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2020-04-02 | — |
| SELL | MDT | Medtronic plc | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-09-26 | — |
| SELL | MO | Altria Group, Inc. | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2019-11-04 | — |
| SELL | MSFT | Microsoft Corporation | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2020-04-02 | — |
| SELL | OAYIX | Oakmark International Fund Class Advisor | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2020-04-02 | — |
| SELL | OKE | ONEOK Inc. (NYSE) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-05-30 | — |
| SELL | PKG | Packaging Corporation of America | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2020-04-02 | — |
| SELL | QS | QuantumScape Corporation Class A Common Stock | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2021-11-26 | — |
| SELL | RMBS | Rambus Inc | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2023-08-10 | — |
| SELL | S | Sentinelone Inc Cl A | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2024-01-02 | — |
| SELL | SCCO | Southern Copper Corporation | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-11-14 | — |
| SELL | SMG | The Scotts Miracle-Gro Company | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2019-07-16 | — |
| SELL | SNDR | Schneider National, Inc. Common Stock | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2023-04-17 | — |
| SELL | TU | Telus Corporation Ordinary Shares | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2023-01-11 | — |
| SELL | VGR | Vector Group Ltd. | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2019-05-02 | — |
| SELL | VOD | Vodafone Group Plc | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2020-03-24 | — |
| SELL | VTRS | Viatris Inc. | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2020-12-30 | — |
| SELL | WFC | Wells Fargo & Company | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2020-03-24 | — |
| SELL | WTR | Aqua America Inc. | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-06-07 | — |
| MIXED | SWKS | Skyworks Solutions | Purchases $5K–$75K; sales $2K–$30K | 5 | 2 | −$25.0K to $73.0K≈ | 2023-08-29 | — |
| MIXED | CVS | CVS Health Corporation Common Stock | Purchases $4K–$60K; sales $2K–$30K | 4 | 2 | −$26.0K to $58.0K≈ | 2023-01-11 | — |
| MIXED | GNR | SPDR S&P Global Natural Resources ETF | Purchases $4K–$60K; sales $2K–$30K | 4 | 2 | −$26.0K to $58.0K≈ | 2023-02-15 | — |
| MIXED | ABBV | AbbVie Inc. Common Stock | Purchases $3K–$45K; sales $2K–$30K | 3 | 2 | −$27.0K to $43.0K≈ | 2022-01-18 | — |
| MIXED | DIS | Walt Disney Company (The) Common Stock | Purchases $3K–$45K; sales $2K–$30K | 3 | 2 | −$27.0K to $43.0K≈ | 2023-05-22 | — |
| MIXED | JHMM | John Hancock Multifactor Mid Cap ETF | Purchases $3K–$45K; sales $2K–$30K | 3 | 2 | −$27.0K to $43.0K≈ | 2023-04-17 | — |
| MIXED | AQN | Algonquin Power and Utilities Corp | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2023-08-29 | — |
| MIXED | ARE | Alexandria Real Estate Equities, Inc. Common Stock | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2021-08-04 | — |
| MIXED | BSTZ | BlackRock Science and Technology Trust II | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2020-02-22 | — |
| MIXED | EFAD | Proshares MSCI EAFE Dividend Growers ETF | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2024-05-16 | — |
| MIXED | FDRR | Fidelity Dividend ETF For Rising Rates | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2024-05-16 | — |
| MIXED | FINX | Global X FinTech ETF | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2022-08-10 | — |
| MIXED | GLAD | Gladstone Capital Corporation - Common Stock | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2022-01-18 | — |
| MIXED | JHEM | John Hancock Multifactor Emerging Markets ETF | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2023-08-16 | — |
| MIXED | LHX | L3Harris Technologies, Inc. Common Stock | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2022-01-18 | — |
| MIXED | MOS | Mosaic Company | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2024-03-28 | — |
| MIXED | QTEC | First Trust NASDAQ-100-Technology Sector Index Fun | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2023-02-15 | — |
| MIXED | RODM | Hartford Multifactor Developed Markets (ex-US) ETF | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2021-01-13 | — |
| MIXED | VLO | Valero Energy Corp | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2024-04-11 | — |
| MIXED | CAG | Conagra Brands, Inc. | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2021-01-11 | — |
| MIXED | GDXJ | VanEck Vectors Junior Gold Miners ETF | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2022-08-10 | — |
| MIXED | HASI | Hannon Armstrong Sustainable Infrastructure Capita | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2023-02-21 | — |
| MIXED | INTC | Intel Corporation - Common Stock | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2022-10-17 | — |
| MIXED | KWEB | KS Trust KS CSI China Internet ETF | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2022-03-17 | — |
| MIXED | MAXR | Maxar Technologies Inc | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2023-01-04 | — |
| MIXED | MCD | McDonald's Corporation Common Stock | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2023-01-11 | — |
| MIXED | MET | Metlife Inc | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2024-01-17 | — |
| MIXED | MPW | Medical Properties Trust | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2023-08-22 | — |
| MIXED | PBA | Pembina Pipeline Corporation | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2021-01-26 | — |
| MIXED | TSN | Tyson Foods, Inc. | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2020-07-09 | — |
| MIXED | UA | Under Armour, Inc. Class C Common Stock | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2023-04-13 | — |
| SELL | DOW | Dow Inc. | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2020-12-30 | — |
| SELL | IJS | iShares S&P SmallCap 600 Value ETF | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2022-08-10 | — |
| SELL | MPC | Marathon Petroleum Corporation | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2020-04-02 | — |
| SELL | OHI | Omega Healthcare Investors, Inc. | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2020-11-20 | — |
| SELL | QLEIX | AQR Long-Short Equity Fund Class I | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2020-04-02 | — |
| SELL | UAA | Under Armour, Inc. Class A Common Stock | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2023-04-13 | — |
| MIXED | SRVR | Pacer Benchmark Data & Infrastructure Real Estate | Purchases $6K–$90K; sales $3K–$45K | 6 | 3 | −$39.0K to $87.0K≈ | 2024-05-14 | — |
| MIXED | LUBFX | Lord Abbett Ultra Short Bond Fund - Class F | Purchases $3K–$45K; sales $3K–$45K | 3 | 3 | −$42.0K to $42.0K≈ | 2022-01-31 | — |
| MIXED | SBUX | Starbucks Corp | Purchases $3K–$45K; sales $3K–$45K | 3 | 3 | −$42.0K to $42.0K≈ | 2024-05-09 | — |
| MIXED | APO | Apollo Global Management, Inc. Class A Common Stoc | Purchases $2K–$30K; sales $3K–$45K | 2 | 3 | −$43.0K to $27.0K≈ | 2023-02-21 | — |
| MIXED | DGRS | WisdomTree U.S. SmallCap Quality Dividend Growth F | Purchases $2K–$30K; sales $3K–$45K | 2 | 3 | −$43.0K to $27.0K≈ | 2023-04-17 | — |
| MIXED | GEMIX | Goldman Sachs Emerging Markets Equity Fund Insti | Purchases $2K–$30K; sales $3K–$45K | 2 | 3 | −$43.0K to $27.0K≈ | 2022-01-31 | — |
| MIXED | NXTG | First Trust Indxx NextG ETF | Purchases $2K–$30K; sales $3K–$45K | 2 | 3 | −$43.0K to $27.0K≈ | 2023-02-15 | — |
| MIXED | RMD | Resmed Inc | Purchases $2K–$30K; sales $3K–$45K | 2 | 3 | −$43.0K to $27.0K≈ | 2023-08-29 | — |
| MIXED | TSM | Taiwan Semiconductor Manufacturing Company Ltd. | Purchases $2K–$30K; sales $3K–$45K | 2 | 3 | −$43.0K to $27.0K≈ | 2023-12-11 | — |
| MIXED | ARCC | Ares Capital Corporation - Closed End Fund | Purchases $1K–$15K; sales $3K–$45K | 1 | 3 | −$44.0K to $12.0K≈ | 2022-01-18 | — |
| MIXED | AXS | Axis Capital Holdings Limited Common Stock | Purchases $1K–$15K; sales $3K–$45K | 1 | 3 | −$44.0K to $12.0K≈ | 2023-01-11 | — |
| MIXED | CFA | VictoryShares US 500 Volatility Wtd ETF | Purchases $1K–$15K; sales $3K–$45K | 1 | 3 | −$44.0K to $12.0K≈ | 2022-08-10 | — |
| MIXED | CIBR | First Trust Nasdaq Cybersecurity ETF | Purchases $1K–$15K; sales $3K–$45K | 1 | 3 | −$44.0K to $12.0K≈ | 2022-08-10 | — |
| MIXED | CONE | CyrusOne Inc - Common Stock | Purchases $1K–$15K; sales $3K–$45K | 1 | 3 | −$44.0K to $12.0K≈ | 2021-11-26 | — |
| MIXED | LGI | Lazard Global Total Return and Income Fund Common | Purchases $1K–$15K; sales $3K–$45K | 1 | 3 | −$44.0K to $12.0K≈ | 2023-04-17 | — |
| MIXED | TTE | TotalEnergies SE | Purchases $1K–$15K; sales $3K–$45K | 1 | 3 | −$44.0K to $12.0K≈ | 2024-05-09 | — |
| MIXED | XAR | SPDR S&P Aerospace & Defense ETF | Purchases $1K–$15K; sales $3K–$45K | 1 | 3 | −$44.0K to $12.0K≈ | 2022-01-31 | — |
| SELL | ETN | Eaton Corporation, PLC Ordinary Shares | Purchases —; sales $3K–$45K | 0 | 3 | −$45.0K to −$3.0K net disposal≈ | 2023-06-20 | — |
| SELL | FEMS | First Trust Emerging Markets Small Cap AlphaDEX Fu | Purchases —; sales $3K–$45K | 0 | 3 | −$45.0K to −$3.0K net disposal≈ | 2021-02-12 | — |
| SELL | FXI | iShares China Large-Cap ETF | Purchases —; sales $3K–$45K | 0 | 3 | −$45.0K to −$3.0K net disposal≈ | 2022-01-18 | — |
| SELL | TCEHY | Tencent Holdings Limited | Purchases —; sales $3K–$45K | 0 | 3 | −$45.0K to −$3.0K net disposal≈ | 2020-08-21 | — |
| SELL | BHI | Baker Hughes Incorporated (NYSE) | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2014-04-03 | — |
| SELL | BTF | Boulder Total Return Fund, Inc. (NYSE) | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2014-11-26 | — |
| SELL | FIASX | Fidelity Advisor International Small Cap Class A | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2022-08-09 | — |
| SELL | LNC | Lincoln National Corporation (NYSE) | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2014-07-17 | — |
| SELL | NID | Nuveen Intermediate Duration Municipal Term Fund C | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2022-10-04 | — |
| SELL | PRJAX | PGIM Jennison Global Opportunities Fund-Class A | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2020-05-21 | — |
| MIXED | LDP | Cohen & Steers Limited Duration Preferred and Inco | Purchases $6K–$90K; sales $4K–$60K | 6 | 4 | −$54.0K to $86.0K≈ | 2023-02-15 | — |
| MIXED | MOO | VanEck Agribusiness ETF | Purchases $4K–$60K; sales $4K–$60K | 4 | 4 | −$56.0K to $56.0K≈ | 2024-05-14 | — |
| MIXED | RTH | VanEck Retail ETF | Purchases $3K–$45K; sales $4K–$60K | 3 | 4 | −$57.0K to $41.0K≈ | 2023-04-17 | — |
| MIXED | NVDA | Nvidia Corp | Purchases $2K–$30K; sales $4K–$60K | 2 | 4 | −$58.0K to $26.0K≈ | 2024-03-07 | — |
| MIXED | GSMYX | Goldman Sachs Small/Mid-Cap Growth Fund Inst Cl | Purchases $1K–$15K; sales $4K–$60K | 1 | 4 | −$59.0K to $11.0K≈ | 2022-10-17 | — |
| MIXED | IVV | iShares Core S&P 500 ETF | Purchases $1K–$15K; sales $4K–$60K | 1 | 4 | −$59.0K to $11.0K≈ | 2023-02-15 | — |
| SELL | CSCO | Cisco Systems, Inc. - Common Stock | Purchases $1K–$15K; sales $16K–$65K | 1 | 2 | −$64.0K to −$1.0K net disposal≈ | 2023-04-13 | — |
| MIXED | DD | DuPont de Nemours, Inc. | Purchases $12K–$180K; sales $17K–$80K | 12 | 3 | −$68.0K to $163K≈ | 2021-01-27 | — |
| MIXED | CEF | Sprott Physical Gold & Silver Trust | Purchases $7K–$105K; sales $5K–$75K | 7 | 5 | −$68.0K to $100K≈ | 2024-03-13 | — |
| MIXED | FCPIX | Fidelity Advisor International Capital Appreciat | Purchases $5K–$75K; sales $5K–$75K | 5 | 5 | −$70.0K to $70.0K≈ | 2023-04-17 | — |
| MIXED | QCOM | QUALCOMM Incorporated - Common Stock | Purchases $3K–$45K; sales $5K–$75K | 3 | 5 | −$72.0K to $40.0K≈ | 2023-02-21 | — |
| MIXED | MBXIX | Catalyst/Millburn Hedge Strategy Fund Class I | Purchases $2K–$30K; sales $5K–$75K | 2 | 5 | −$73.0K to $25.0K≈ | 2023-02-15 | — |
| MIXED | IRM | Iron Mountain Inc | Purchases $1K–$15K; sales $5K–$75K | 1 | 5 | −$74.0K to $10.0K≈ | 2023-12-11 | — |
| SELL | LUBYX | Lord Abbett Ultra Short Bond Fund - Class I | Purchases $1K–$15K; sales $17K–$80K | 1 | 3 | −$79.0K to −$2.0K net disposal≈ | 2023-02-15 | — |
| MIXED | GLD | SPDR Gold Trust | Purchases $6K–$90K; sales $6K–$90K | 6 | 6 | −$84.0K to $84.0K≈ | 2024-03-13 | — |
| MIXED | GBIL | Goldman Sachs Access Treasury 0-1 Year ETF | Purchases $39K–$235K; sales $20K–$125K | 11 | 6 | −$86.0K to $215K≈ | 2024-01-17 | — |
| MIXED | SBIO | Alps Medical Breakthroughs ETF | Purchases $3K–$45K; sales $6K–$90K | 3 | 6 | −$87.0K to $39.0K≈ | 2023-04-17 | — |
| MIXED | FDN | First Trust Dow Jones Internet ETF | Purchases $2K–$30K; sales $6K–$90K | 2 | 6 | −$88.0K to $24.0K≈ | 2023-04-17 | — |
| MIXED | FIMKX | Fidelity Advisor Emerging Markets Fund Class I | Purchases $3K–$45K; sales $18K–$95K | 3 | 4 | −$92.0K to $27.0K≈ | 2023-04-17 | — |
| MIXED | WIW | Western Asset Inflation-Linked Opportunities & Inc | Purchases $7K–$105K; sales $19K–$110K | 7 | 5 | −$103K to $86.0K≈ | 2022-11-29 | — |
| MIXED | SH | ProShares Short S&P500 | Purchases $21K–$140K; sales $21K–$140K | 7 | 7 | −$119K to $119K≈ | 2022-10-05 | — |
| MIXED | HDGE | Ranger Equity Bear Bear ETF | Purchases $22K–$155K; sales $33K–$145K | 8 | 5 | −$123K to $122K≈ | 2023-12-14 | — |
| MIXED | PSQ | ProShares Short QQQ | Purchases $26K–$215K; sales $26K–$215K | 12 | 12 | −$189K to $189K≈ | 2023-10-20 | — |
| SELL | AAPL | Apple Inc | Purchases $3K–$45K; sales $83K–$245K | 3 | 6 | −$242K to −$38.0K net disposal≈ | 2024-03-07 | — |
Trading profile
VS SENATE MEDIAN · TICK = MEDIAN · 68 MEMBERS- Filing lag (median)median days between trade date and filing date, over rows that disclose both
- +20dfaster than chamber — median +28d
- Rows per filingmachine-readable transaction rows per distinct source filing
- 12far above median — median 2.9
- Share ≤ $15K bracket
- 82%small-lot profile — median 60%
- Buy share of rows
- 53%≈ chamber — median 49%
- Self-owned share
- 0%family accounts — median 28%
filings incl. 21 paper: 150distinct default-view filings for this member, including paper (needs-OCR) filings that carry zero machine-readable rows · transactions: 1,531 · disclosed flow · trailing 12m: —sum of statutory bucket bounds over the trailing 12 months — an interval, not an estimate of value · median lag: +20dmedian days between trade date and filing date, over rows that disclose both · late filings: 404rows filed past the STOCK Act's 45-day window
Medians are per member across the 68 Senate 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 | 172 | $277K–$2.8M |
| finance-insurance-realestate | 79 | $93K–$1.2M |
| services | 36 | $36K–$540K |
| transport-utilities | 24 | $24K–$360K |
| mining | 23 | $23K–$345K |
| retail | 22 | $22K–$330K |
| wholesale | 4 | $4K–$60K |
| construction | 2 | $2K–$30K |
| agriculture | 1 | $1K–$15K |
| no ticker disclosed coverage | 748 | $5.8M–$22.6M |
| ticker not resolved to an issuer coverage | 377 | $748K–$6.5M |
| issuer has no SIC on record coverage | 43 | $57K–$680K |
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 · 363 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
1,531 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 |
|---|---|---|---|---|---|---|---|
| Sale | AY | Atlantica Yield Plc | · SP (spouse-owned) | $1K–$15K | Traded → Filed +20d | ||
| Sale | — | US TREASURY BILL | · SP (spouse-owned) | $50K–$100K | no ticker | Traded → Filed +33d | |
| Sale | — | US TREASURY BILL | · SP (spouse-owned) | $50K–$100K | no ticker | Traded → Filed +33d | |
| Sale | — | US TREASURY BILL | · SP (spouse-owned) | $50K–$100K | no ticker | Traded → Filed +33d | |
| Sale | — | US TREASURY BILL | · SP (spouse-owned) | $15K–$50K | no ticker | Traded → Filed +33d | |
| Sale | — | UBS CONTINGENT AUTOCALL MET | · SP (spouse-owned) | $15K–$50K | no ticker | Traded → Filed +15d | |
| Purchase | — | US TREASURY BILL | · SP (spouse-owned) | $50K–$100K | no ticker | Traded → Filed +14d | |
| Sale | — | US TREASURY BILL | · SP (spouse-owned) | $50K–$100K | no ticker | Traded → Filed +18d | |
| Sale | — | US TREASURY BILL | · SP (spouse-owned) | $50K–$100K | no ticker | Traded → Filed +18d | |
| Sale | — | US TREASURY BILL | · SP (spouse-owned) | $100K–$250K | no ticker | Traded → Filed +18d | |
| Sale | — | US TREASURY BILL | · SP (spouse-owned) | $15K–$50K | no ticker | Traded → Filed +18d | |
| Purchase | — | US TREASURY BILL | · SP (spouse-owned) | $15K–$50K | no ticker | Traded → Filed +19d | |
| Purchase | — | US TREASURY BILL | · SP (spouse-owned) | $50K–$100K | no ticker | Traded → Filed +19d | |
| Purchase | — | US TREASURY BILL | · SP (spouse-owned) | $50K–$100K | no ticker | Traded → Filed +19d | |
| Purchase | TGT | Target Corp | · SP (spouse-owned) | $1K–$15K | Traded → Filed +12d | ||
| Sale | PRF | Invesco FTSE RAFI US 1000 ETF | · SP (spouse-owned) | $1K–$15K | Traded → Filed +18d | ||
| Purchase | VIG | Vanguard Div Appreciation ETF | · SP (spouse-owned) | $1K–$15K | Traded → Filed +18d | ||
| Sale | FDRR | Fidelity Dividend ETF For Rising Rates | · partial · SP (partial sale, spouse-owned) | $1K–$15K | Traded → Filed +18d | ||
| Purchase | VEA | Vanguard FTSE Developed Markets ETF | · SP (spouse-owned) | $1K–$15K | Traded → Filed +18d | ||
| Purchase | VEA | Vanguard FTSE Developed Markets ETF | · SP (spouse-owned) | $1K–$15K | Traded → Filed +18d | ||
| Sale | EFAD | Proshares MSCI EAFE Dividend Growers ETF | · SP (spouse-owned) | $1K–$15K | Traded → Filed +18d | ||
| Sale | EFAD | Proshares MSCI EAFE Dividend Growers ETF | · SP (spouse-owned) | $1K–$15K | Traded → Filed +18d | ||
| Purchase | COWZ | Pacer US Cash Cows 100 Index | · SP (spouse-owned) | $1K–$15K | Traded → Filed +18d | ||
| Purchase | ICOW | Pacer Developed Markets International Cash | · SP (spouse-owned) | $1K–$15K | Traded → Filed +18d | ||
| Purchase | CALF | Pacer US Small Cap Cash Cows 100 ETF | · SP (spouse-owned) | $1K–$15K | Traded → Filed +19d | ||
| Sale | SMDV | ProShares Russell 2000 Dividend Growers ETF | · SP (spouse-owned) | $1K–$15K | Traded → Filed +19d | ||
| Purchase | SRVR | Pacer Benchmark Data & Infrastructure Real Estate | · SP (spouse-owned) | $1K–$15K | Traded → Filed +20d | ||
| Sale | MOO | VanEck Agribusiness ETF | · SP (spouse-owned) | $1K–$15K | Traded → Filed +20d | ||
| Sale | SBUX | Starbucks Corp | · SP (spouse-owned) | $1K–$15K | Traded → Filed +25d | ||
| Purchase | OXY | Occidental Petroleum Corp | · SP (spouse-owned) | $1K–$15K | Traded → Filed +25d | ||
| Sale | TTE | TotalEnergies SE | · SP (spouse-owned) | $1K–$15K | Traded → Filed +25d | ||
| Purchase | EMR | Emerson Electric Company | · SP (spouse-owned) | $1K–$15K | Traded → Filed +25d | ||
| Sale | ATKR | Atkore Inc | · SP (spouse-owned) | $1K–$15K | Traded → Filed +25d | ||
| Sale | — | US TREASURY BILL | · SP (spouse-owned) | $50K–$100K | no ticker | Traded → Filed +32d | |
| Sale | — | US TREASURY BILL | · SP (spouse-owned) | $50K–$100K | no ticker | Traded → Filed +32d | |
| Purchase | — | US TREASURY BILL | · SP (spouse-owned) | $100K–$250K | no ticker | Traded → Filed +32d | |
| Sale | — | US TREASURY BILL | · SP (spouse-owned) | $15K–$50K | no ticker | Traded → Filed +32d | |
| Sale | — | US TREASURY BILL | · SP (spouse-owned) | $100K–$250K | no ticker | Traded → Filed +32d | |
| Purchase | — | US TREASURY BILL | · SP (spouse-owned) | $15K–$50K | no ticker | Traded → Filed +33d | |
| Purchase | — | US TREASURY BILL | · SP (spouse-owned) | $50K–$100K | no ticker | Traded → Filed +33d | |
| Purchase | — | US TREASURY BILL | · SP (spouse-owned) | $50K–$100K | no ticker | Traded → Filed +33d | |
| Sale | VLO | Valero Energy Corp | · partial · SP (partial sale, spouse-owned) | $1K–$15K | Traded → Filed +19d | ||
| Purchase | ENB | Enbridge Inc | · SP (spouse-owned) | $1K–$15K | Traded → Filed +19d | ||
| Sale | — | JPM CONTINGENT AUTOCALL C | · SP (spouse-owned) | $15K–$50K | no ticker | Traded → Filed +29d | |
| Sale | MOS | Mosaic Company | · SP (spouse-owned) | $1K–$15K | Traded → Filed +1d | ||
| Purchase | — | US TREASURY BILL | · SP (spouse-owned) | $15K–$50K | no ticker | Traded → Filed +1d | |
| Purchase | D | Dominion Energy Inc | · SP (spouse-owned) | $1K–$15K | Traded → Filed +1d | ||
| Purchase | — | US TREASURY BILL | · SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +1d | |
| Purchase | — | US TREASURY BILL | · SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +1d | |
| Purchase | NTR | Nutrien Ltd | · SP (spouse-owned) | $1K–$15K | Traded → Filed +1d |
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 1,531 transactions
Filing history
SOURCE REPORTS · FILED ↓| Filed | Rows | Receipt |
|---|---|---|
| 2025-01-02 | 1 | |
| 2024-09-03 | 4 | |
| 2024-08-02 | 1 | |
| 2024-07-01 | 8 | |
| 2024-06-03 | 27 | |
| 2024-04-30 | 3 | |
| 2024-03-29 | 30 | |
| 2024-03-04 | 8 | |
| 2024-02-02 | 18 | |
| 2024-01-03 | 30 | |
| 2023-11-02 | 16 | |
| 2023-10-02 | 12 | |
| 2023-09-05 | 22 | |
| 2023-08-02 | 16 | |
| 2023-06-30 | 6 | |
| 2023-06-30 | 13 | |
| 2023-05-01 | 25 | |
| 2023-04-03 | 7 | |
| 2023-03-28 | 1 | |
| 2023-03-01 | 41 | |
| 2023-02-02 | 27 | |
| 2023-01-05 | 2 | |
| 2022-12-09 | 11 | |
| 2022-11-03 | 34 | |
| 2022-10-04 | 5 | |
| 2022-09-02 | 37 | |
| 2022-07-05 | 2 | |
| 2022-06-03 | 19 | |
| 2022-05-04 | 1 | |
| 2022-05-04 | 2 | |
| 2022-05-03 | 1 | |
| 2022-04-28 | 8 | |
| 2022-04-05 | 22 | |
| 2022-03-03 | 1 | |
| 2022-02-03 | 79 | |
| 2022-01-04 | 6 | |
| 2021-12-04 | 13 | |
| 2021-11-02 | 4 | |
| 2021-10-04 | 7 | |
| 2021-09-01 | 6 | |
| 2021-08-02 | 20 | |
| 2021-07-06 | 18 | |
| 2021-06-01 | 3 | |
| 2021-05-17 | 62 | |
| 2021-05-17 | 3 | |
| 2021-05-17 | 11 | |
| 2021-05-17 | 48 | |
| 2021-05-17 | 68 | |
| 2021-05-03 | 9 | |
| 2021-04-01 | 5 | |
| 2021-02-01 | 26 | |
| 2021-01-07 | 9 | |
| 2020-10-01 | 4 | |
| 2020-08-13 | 2 | |
| 2020-07-01 | 4 | |
| 2020-06-01 | 2 | |
| 2020-05-27 | 4 | |
| 2020-05-25 | 6 | |
| 2020-05-06 | 8 | |
| 2020-04-01 | 14 | |
| 2020-03-03 | 8 | |
| 2020-01-30 | 3 | |
| 2019-12-03 | 9 | |
| 2019-10-01 | 6 | |
| 2019-09-03 | 2 | |
| 2019-08-05 | 8 | |
| 2019-06-04 | 1 | |
| 2019-05-15 | 5 | |
| 2019-05-15 | 57 | |
| 2019-05-15 | 34 | |
| 2019-04-24 | 6 | |
| 2019-04-09 | 5 | |
| 2019-04-09 | 1 | |
| 2019-03-04 | 14 | |
| 2019-02-01 | 3 | |
| 2018-12-04 | 8 | |
| 2018-10-04 | 2 | |
| 2018-09-05 | 5 | |
| 2018-08-03 | 4 | |
| 2018-06-04 | 20 | |
| 2018-05-01 | 2 | |
| 2018-03-12 | 18 | |
| 2018-03-01 | 3 | |
| 2018-01-05 | 3 | |
| 2017-12-01 | 3 | |
| 2017-11-01 | 9 | |
| 2017-09-06 | 79 | |
| 2017-07-03 | 5 | |
| 2017-05-03 | 1 | |
| 2017-04-20 | 7 | |
| 2017-04-03 | 10 | |
| 2017-03-14 | 21 | |
| 2017-03-03 | 3 | |
| 2017-02-06 | 4 | |
| 2017-01-03 | 6 | |
| 2016-11-01 | 1 | |
| 2016-10-04 | 4 | |
| 2016-09-01 | 4 | |
| 2016-07-01 | 10 | |
| 2016-06-01 | 2 | |
| 2016-04-05 | 2 | |
| 2016-03-04 | 3 | |
| 2016-02-02 | 17 | |
| 2016-01-07 | 6 | |
| 2015-12-01 | 6 | |
| 2015-11-13 | 1 | |
| 2015-10-05 | 4 | |
| 2015-10-02 | 14 | |
| 2015-10-02 | 5 | |
| 2015-09-01 | 7 | |
| 2015-08-04 | 9 | |
| 2015-07-01 | 7 | |
| 2015-06-01 | 8 | |
| 2015-05-13 | 11 | |
| 2015-05-13 | 3 | |
| 2015-05-01 | 3 | |
| 2015-03-03 | 20 | |
| 2015-02-03 | 10 | |
| 2015-01-06 | 4 | |
| 2014-12-01 | 7 | |
| 2014-11-03 | 6 | |
| 2014-10-21 | 7 | |
| 2014-09-02 | 7 | |
| 2014-08-04 | 11 | |
| 2014-07-01 | 17 | |
| 2014-06-03 | 6 | |
| 2014-05-01 | 10 | |
| 2014-03-06 | 9 | |
| 2014-02-05 | 13 |
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 24m| Ticker | Trades | Flow range ·§flow range = sum of statutory bucket bounds — an interval, not an estimate of value; derived by Public Filings from the disclosed ranges | Last |
|---|---|---|---|
| AY | 1 | $1K–$15K§ | 2024-12 |
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.
Paper filings — not machine-readable
These filings were submitted on paper. They are retained and counted — they appear in filing totals with zero transaction rows — but their contents are not yet machine-readable, and Public Filings does not hand-transcribe. The archived document is already the record.
| Filed ▾ | Status | Src |
|---|---|---|
| 2014-04-29 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2014-01-07 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2013-12-05 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2013-11-04 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2013-10-04 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2013-09-03 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2013-08-02 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2013-07-03 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2013-06-10 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2013-05-02 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2013-04-05 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2013-03-07 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2013-03-05 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2013-02-07 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2013-01-04 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2012-12-05 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2012-11-05 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2012-10-10 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2012-10-04 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2012-09-11 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2012-08-02 | paper filing — needs OCR retained and counted; zero machine-readable rows |