491 reported transactions
Amounts are the ranges in the filing. Purchases and sales are disclosures, not a statement of current holdings.
Disclosed flow by quarter. 24Q4: no purchases, no sales; 25Q1: no purchases, no sales; 25Q2: no purchases, no sales; 25Q3: purchases $15K–$50K, no sales; 25Q4: no purchases, no sales; 26Q1: purchases $80K–$200K, no sales; 26Q2: no purchases, no sales; 26Q3: no purchases, no sales
| 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 | SYK | Stryker Corporation | Purchases $50K–$100K; sales — | 1 | 0 | $50.0K to $100K net accumulation | 2016-09-08 | — |
| BUY | COP | ConocoPhillips | Purchases $18K–$95K; sales — | 4 | 0 | $18.0K to $95.0K net accumulation≈ | 2016-12-30 | — |
| BUY | ROP | Roper Industries Inc. (NYSE) | Purchases $17K–$80K; sales — | 3 | 0 | $17.0K to $80.0K net accumulation≈ | 2014-11-10 | — |
| BUY | MTD | Mettler-Toledo International Inc. | Purchases $16K–$65K; sales — | 2 | 0 | $16.0K to $65.0K net accumulation≈ | 2016-12-01 | — |
| BUY | TMK | Torchmark Corporation | Purchases $16K–$65K; sales — | 2 | 0 | $16.0K to $65.0K net accumulation≈ | 2016-12-01 | — |
| BUY | AME | AMETEK, Inc. | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2017-05-24 | — |
| BUY | APH | Amphenol Corporation (NYSE) | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2014-11-10 | — |
| BUY | AWK | American Water Works Company, Inc. | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2016-12-01 | — |
| BUY | BRKB | Berkshire Hathaway Inc. | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2017-03-02 | — |
| BUY | DHR | Danaher Corporation | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2017-03-02 | — |
| BUY | ECL | Ecolab Inc. (NYSE) | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2014-07-23 | — |
| BUY | JPM | JPMorgan Chase & Co. | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2018-05-08 | — |
| BUY | NVDA | NVIDIA Corporation - Common Stock | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2022-01-06 | — |
| BUY | PCP | Precision Castparts Corp. (NYSE) | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2014-11-10 | — |
| BUY | QCOM | QUALCOMM Incorporated (NASDAQ) | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2014-05-07 | — |
| BUY | SE | Spectra Energy Corp. (NYSE) | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2014-05-07 | — |
| BUY | TFX | Teleflex Incorporated (NYSE) | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2014-11-10 | — |
| BUY | UNP | Union Pacific Corporation (NYSE) | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2014-05-07 | — |
| BUY | DVFAX | Cohen & Steers Dividend Value A (NASDAQ) | Purchases $7K–$105K; sales — | 7 | 0 | $7.0K to $105K net accumulation≈ | 2015-12-11 | — |
| BUY | BMGAX | BlackRock Mid-Cap Growth Equity Inv A (NASDAQ) | Purchases $6K–$90K; sales — | 6 | 0 | $6.0K to $90.0K net accumulation≈ | 2014-12-10 | — |
| BUY | MSFT | Microsoft Corporation (NASDAQ) | Purchases $6K–$90K; sales — | 6 | 0 | $6.0K to $90.0K net accumulation≈ | 2014-04-03 | — |
| BUY | PX | Praxair Inc. | Purchases $3K–$45K; sales — | 3 | 0 | $3.0K to $45.0K net accumulation≈ | 2016-04-11 | — |
| BUY | WASCX | Ivy Asset Strategy C (NASDAQ) | Purchases $3K–$45K; sales — | 3 | 0 | $3.0K to $45.0K net accumulation≈ | 2014-12-11 | — |
| BUY | WCN | Waste Connections Inc. (NYSE) | Purchases $3K–$45K; sales — | 3 | 0 | $3.0K to $45.0K net accumulation≈ | 2015-01-13 | — |
| BUY | AAPL | Apple Inc. (NASDAQ) | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2015-01-13 | — |
| BUY | AMT | American Tower Corporation (NYSE) | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2014-07-23 | — |
| BUY | GOOGL | Google Inc. (NASDAQ) | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2014-06-19 | — |
| BUY | MCHP | Microchip Technology Inc. (NASDAQ) | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2014-06-19 | — |
| BUY | PRGO | Perrigo Company Public Limited Company (NYSE) | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2014-06-19 | — |
| BUY | UNH | UnitedHealth Group Incorporated | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2018-06-04 | — |
| BUY | UTX | United Technologies Corp. (NYSE) | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2014-05-07 | — |
| BUY | BWA | BorgWarner Inc. (NYSE) | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2014-07-23 | — |
| BUY | CME | CME Group Inc. (NASDAQ) | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2014-07-23 | — |
| BUY | CP | Canadian Pacific Railway Limited (NYSE) | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2014-02-04 | — |
| BUY | DIS | The Walt Disney Company (NYSE) | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2014-05-07 | — |
| BUY | JNJ | Johnson & Johnson (NYSE) | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2014-07-23 | — |
| BUY | MRK | Merck & Co., Inc. | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2018-06-04 | — |
| BUY | PSX | Phillips 66 (NYSE) | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2014-07-23 | — |
| BUY | SCHW | The Charles Schwab Corporation (NYSE) | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2014-04-21 | — |
| BUY | TJX | The TJX Companies, Inc. | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2018-10-16 | — |
| BUY | TMO | Thermo Fisher Scientific Inc. | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2018-06-04 | — |
| MIXED | AMZN | Amazon.com, Inc. - Common Stock | Purchases $30K–$100K; sales $2K–$30K | 2 | 2 | $0 to $98.0K≈ | 2022-01-06 | — |
| MIXED | NEE | NextEra Energy, Inc. | Purchases $15K–$50K; sales $1K–$15K | 1 | 1 | $0 to $49.0K≈ | 2018-12-21 | — |
| MIXED | PEP | PepsiCo, Inc. | Purchases $15K–$50K; sales $1K–$15K | 1 | 1 | $0 to $49.0K≈ | 2018-06-18 | — |
| MIXED | USB | U.S. Bancorp | Purchases $15K–$50K; sales $1K–$15K | 1 | 1 | $0 to $49.0K≈ | 2018-05-08 | — |
| MIXED | -- ENB | Spectra Energy Corp. (Exchanged) Enbridge Inc. (Received) | Purchases —; sales — | 0 | 0 | $0≈ | 2017-02-28 | — |
| MIXED | PX LIN | Praxair, Inc. (Exchanged) Linde plc (Received) | Purchases —; sales — | 0 | 0 | $0≈ | 2018-10-31 | — |
| MIXED | DAL | Delta Air Lines Inc. (NYSE) | Purchases $4K–$60K; sales $1K–$15K | 4 | 1 | −$11.0K to $59.0K≈ | 2014-07-23 | — |
| MIXED | M | Macy's, Inc. (NYSE) | Purchases $3K–$45K; sales $1K–$15K | 3 | 1 | −$12.0K to $44.0K≈ | 2014-05-07 | — |
| MIXED | MCK | McKesson Corporation (NYSE) | Purchases $3K–$45K; sales $1K–$15K | 3 | 1 | −$12.0K to $44.0K≈ | 2014-07-23 | — |
| MIXED | SLB | Schlumberger Limited | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2018-06-04 | — |
| MIXED | VRX | Valeant Pharmaceuticals International, Inc. (NYSE) | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2014-05-07 | — |
| MIXED | CFR | Cullen/Frost Bankers, Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2018-12-21 | — |
| MIXED | CMCSA | Comcast Corporation | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2018-06-04 | — |
| MIXED | DD | E. I. du Pont de Nemours and Company | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2016-04-11 | — |
| MIXED | EMC | EMC Corporation | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2016-02-09 | — |
| MIXED | VFC | V.F. Corporation Common Stock | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-01-06 | — |
| MIXED | XOM | Exxon Mobil Corporation | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2018-12-21 | — |
| SELL | ADC | Agree Realty Corp. (NYSE) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-05-07 | — |
| SELL | ADP | Automatic Data Processing, Inc. (NASDAQ) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2015-01-13 | — |
| SELL | AEP | American Electric Power Co., Inc. (NYSE) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-03-14 | — |
| SELL | ALL | The Allstate Corporation (NYSE) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-11-10 | — |
| SELL | ALV | Autoliv, Inc. (NYSE) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-05-07 | — |
| SELL | AMLP | Alerian MLP ETF (NYSEArca) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-11-10 | — |
| SELL | AON | Aon plc | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2018-10-31 | — |
| SELL | ARCC | Ares Capital Corporation (NASDAQ) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-05-07 | — |
| SELL | ARE | Alexandria Real Estate Equities, Inc. (NYSE) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-07-23 | — |
| SELL | BGS | B&G Foods Inc. (NYSE) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-05-07 | — |
| SELL | BMR | BioMed Realty Trust Inc. (NYSE) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-07-23 | — |
| SELL | BTE | Baytex Energy Corp. (NYSE) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-07-23 | — |
| SELL | BUD | Anheuser-Busch InBev SA/NV (NYSE) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-07-23 | — |
| SELL | CARR | Carrier Global Corporation Common Stock | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2022-01-06 | — |
| SELL | CAT | Caterpillar Inc. (NYSE) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-04-08 | — |
| SELL | CBT | Cabot Corporation (NYSE) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-05-07 | — |
| SELL | CHCO | City Holding Co. (NASDAQ) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-05-07 | — |
| SELL | CLNY | Colony Financial, Inc. (NYSE) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-05-07 | — |
| SELL | CNSL | Consolidated Communications Holdings Inc. (NASDAQ) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-05-07 | — |
| SELL | CPSI | Computer Programs & Systems Inc. (NASDAQ) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-05-07 | — |
| SELL | CTBI | Community Trust Bancorp Inc. (NASDAQ) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-05-07 | — |
| SELL | CVET | Covetrus, Inc. | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2019-08-15 | — |
| SELL | CY | Cypress Semiconductor Corporation (NASDAQ) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-05-07 | — |
| SELL | CYS | CYS Investments, Inc. (NYSE) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-05-07 | — |
| SELL | DLR | Digital Realty Trust Inc. (NYSE) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-05-07 | — |
| SELL | ENLC | EnLink Midstream, LLC (NYSE) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-07-23 | — |
| SELL | EPR | EPR Properties (NYSE) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-07-23 | — |
| SELL | FFBC | First Financial Bancorp. (NASDAQ) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-05-07 | — |
| SELL | FLY | FLY Leasing Limited (NYSE) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-05-07 | — |
| SELL | FMER | FirstMerit Corporation (NASDAQ) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-05-07 | — |
| SELL | FTV | Fortive Corporation | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-07-12 | — |
| SELL | GRMN | Garmin Ltd. (NASDAQ) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-07-23 | — |
| SELL | HAS | Hasbro Inc. (NASDAQ) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-05-07 | — |
| SELL | HCC | HCC Insurance Holdings Inc. (NYSE) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-07-23 | — |
| SELL | HMC | Honda Motor Co., Ltd. (NYSE) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-05-07 | — |
| SELL | HNI | HNI Corp. (NYSE) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-05-07 | — |
| SELL | HOT | Starwood Hotels & Resorts Worldwide Inc. (NYSE) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-05-07 | — |
| SELL | HRS | Harris Corporation (NYSE) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-07-23 | — |
| SELL | HTGC | Hercules Technology Growth Capital, Inc. (NYSE) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-07-23 | — |
| SELL | HTS | Hatteras Financial Corp (NYSE) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-05-07 | — |
| SELL | HUB-B | Hubbell Inc. (NYSE) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-07-23 | — |
| SELL | HUN | Huntsman Corporation (NYSE) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-07-23 | — |
| SELL | IEX | IDEX Corporation (NYSE) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-05-07 | — |
| SELL | INTC | Intel Corporation (NASDAQ) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-11-10 | — |
| SELL | IP | International Paper Company (NYSE) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-05-07 | — |
| SELL | JCOM | j2 Global, Inc. (NASDAQ) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-05-07 | — |
| SELL | LBTYA | Liberty Global plc (NASDAQ) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-04-10 | — |
| SELL | LBTYK | Liberty Global plc (NASDAQ) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-04-10 | — |
| SELL | LDR | Landauer Inc. (NYSE) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-05-07 | — |
| SELL | LECO | Lincoln Electric Holdings Inc. (NASDAQ) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-07-23 | — |
| SELL | LNKD | LinkedIn Corporation (NYSE) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-02-12 | — |
| SELL | LNT | Alliant Energy Corporation (NYSE) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-07-23 | — |
| SELL | LOW | Lowe's Companies Inc. (NYSE) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-04-10 | — |
| SELL | MET | MetLife, Inc. (NYSE) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-11-10 | — |
| SELL | MGRC | McGrath Rentcorp (NASDAQ) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-05-07 | — |
| SELL | MMC | Marsh & McLennan Companies, Inc. (NYSE) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-07-23 | — |
| SELL | MTSC | MTS Systems Corporation (NASDAQ) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-05-07 | — |
| SELL | MXIM | Maxim Integrated Products, Inc. (NASDAQ) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-05-07 | — |
| SELL | NWSA | News Corporation (NASDAQ) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-02-11 | — |
| SELL | OGS | ONE Gas, Inc. Common Stock (NYSE) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-07-23 | — |
| SELL | OHI | Omega Healthcare Investors Inc. (NYSE) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-05-07 | — |
| SELL | ORCL | Oracle Corporation (NYSE) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-05-07 | — |
| SELL | OTIS | Otis Worldwide Corporation Common Stock | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2022-01-06 | — |
| SELL | PACW | PacWest Bancorp (NASDAQ) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-05-07 | — |
| SELL | PBCT | People's United Financial Inc. (NASDAQ) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-07-23 | — |
| SELL | PFE | Pfizer Inc. | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2018-06-04 | — |
| SELL | PGH | Pengrowth Energy Corporation (NYSE) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-07-23 | — |
| SELL | PKG | Packaging Corporation of America (NYSE) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-07-23 | — |
| SELL | PL | Protective Life Corporation (NYSE) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-07-23 | — |
| SELL | PPG | PPG Industries Inc. (NYSE) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-07-23 | — |
| SELL | PWE | Penn West Petroleum Ltd. (NYSE) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-05-07 | — |
| SELL | REGN | Regeneron Pharmaceuticals, Inc. (NASDAQ) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-01-30 | — |
| SELL | RPM | RPM International Inc. (NYSE) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-05-07 | — |
| SELL | RTN | Raytheon Company (NYSE) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-11-10 | — |
| SELL | STE | Steris Corp. (NYSE) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-07-23 | — |
| SELL | T | AT&T, Inc. (NYSE) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-11-10 | — |
| SELL | TAL | TAL International Group, Inc. (NYSE) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-05-07 | — |
| SELL | TEL | TE Connectivity Ltd. (NYSE) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-05-07 | — |
| SELL | TGT | Target Corp. (NYSE) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-05-07 | — |
| SELL | TRV | The Travelers Companies, Inc. (NYSE) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-07-23 | — |
| SELL | TUP | Tupperware Brands Corporation (NYSE) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-05-07 | — |
| SELL | TWX | Time Warner Inc. (NYSE) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-11-10 | — |
| SELL | TXN | Texas Instruments Inc. (NASDAQ) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-11-10 | — |
| SELL | UMPQ | Umpqua Holdings Corporation (NASDAQ) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-05-07 | — |
| SELL | VR | Validus Holdings, Ltd. (NYSE) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-05-07 | — |
| SELL | VVC | Vectren Corporation (NYSE) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-05-07 | — |
| SELL | WASH | Washington Trust Bancorp Inc. (NASDAQ) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-07-23 | — |
| SELL | WEC | Wisconsin Energy Corp. (NYSE) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-07-23 | — |
| SELL | WIN | Windstream Holdings, Inc. (NASDAQ) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-03-28 | — |
| SELL | WM | Waste Management, Inc. (NYSE) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-05-07 | — |
| SELL | YHOO | Yahoo! Inc. (NASDAQ) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-05-07 | — |
| MIXED | SRCL | Stericycle, Inc. | Purchases $32K–$130K; sales $15K–$50K | 4 | 1 | −$18.0K to $115K≈ | 2016-12-01 | — |
| MIXED | HSY | The Hershey Company Common Stock | Purchases $30K–$100K; sales $15K–$50K | 2 | 1 | −$20.0K to $85.0K≈ | 2022-01-21 | — |
| MIXED | AJG | Arthur J Gallagher & Co. (NYSE) | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2014-06-19 | — |
| MIXED | BA | The Boeing Company (NYSE) | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2014-03-19 | — |
| MIXED | ESRX | Express Scripts Holding Company | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2016-12-16 | — |
| MIXED | GILD | Gilead Sciences, Inc. | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2017-03-02 | — |
| MIXED | NSRGY | Nestlé S.A. | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2018-06-18 | — |
| SELL | AGCO | AGCO Corporation (NYSE) | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2014-06-19 | — |
| SELL | AIG | American International Group, Inc. (NYSE) | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2014-03-18 | — |
| SELL | AIT | Applied Industrial Technologies, Inc. (NYSE) | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2014-06-19 | — |
| SELL | BAC | Bank of America Corporation (NYSE) | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2014-05-07 | — |
| SELL | BIIB | Biogen Idec Inc. (NASDAQ) | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2014-07-23 | — |
| SELL | BMY | Bristol-Myers Squibb Company (NYSE) | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2014-06-19 | — |
| SELL | CMO | Capstead Mortgage Corp. (NYSE) | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2014-06-19 | — |
| SELL | CR | Crane Co. (NYSE) | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2014-06-19 | — |
| SELL | EBAY | eBay Inc. (NASDAQ) | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2014-01-28 | — |
| SELL | FNF | Fidelity National Financial, Inc. (NYSE) | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2014-06-19 | — |
| SELL | FOXA | Twenty-First Century Fox, Inc. (NASDAQ) | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2014-11-10 | — |
| SELL | GOOG | Alphabet Inc. | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2016-12-01 | — |
| SELL | HFC | HollyFrontier Corporation (NYSE) | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2014-06-19 | — |
| SELL | KMB | Kimberly-Clark Corporation (NYSE) | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2015-02-20 | — |
| SELL | LVS | Las Vegas Sands Corp. (NYSE) | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2014-06-19 | — |
| SELL | MPW | Medical Properties Trust Inc. (NYSE) | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2014-06-19 | — |
| SELL | OXY | Occidental Petroleum Corporation (NYSE) | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2014-06-19 | — |
| SELL | PG | The Procter & Gamble Company (NYSE) | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2014-06-19 | — |
| SELL | PNM | PNM Resources, Inc. (NYSE) | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2014-06-19 | — |
| SELL | PRE | PartnerRe Ltd. (NYSE) | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2014-06-19 | — |
| SELL | ROC | Rockwood Holdings, Inc. (NYSE) | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2014-06-19 | — |
| SELL | SBGI | Sinclair Broadcast Group, Inc. (NASDAQ) | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2014-06-19 | — |
| SELL | TCAP | Triangle Capital Corporation (NYSE) | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2014-06-19 | — |
| SELL | UPS | United Parcel Service, Inc. (NYSE) | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2014-06-19 | — |
| SELL | WMT | Wal-Mart Stores Inc. (NYSE) | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2014-06-19 | — |
| SELL | WY | Weyerhaeuser Co. (NYSE) | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2014-06-19 | — |
| SELL | XTXI | Crosstex Energy, Inc. (NASDAQ) | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2014-03-10 | — |
| MIXED | RHHBY | Roche Holding AG | Purchases $16K–$65K; sales $15K–$50K | 2 | 1 | −$34.0K to $50.0K≈ | 2017-03-02 | — |
| MIXED | AKAM | Akamai Technologies, Inc. - Common Stock | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2022-12-20 | — |
| MIXED | AYI | Acuity Brands, Inc. | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2018-01-31 | — |
| MIXED | HOLX | Hologic, Inc. | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2018-05-04 | — |
| MIXED | LIN | Linde plc Ordinary Share | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2022-01-06 | — |
| MIXED | MMM | 3M Company Common Stock | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2022-01-06 | — |
| MIXED | STZ | Constellation Brands, Inc. | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2018-12-21 | — |
| MIXED | TSCO | Tractor Supply Company | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2018-01-31 | — |
| MIXED | WEX | WEX Inc. common stock | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2022-01-06 | — |
| MIXED | WFC | Wells Fargo & Company | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2016-09-23 | — |
| MIXED | FB | Facebook, Inc. | Purchases $7K–$105K; sales $3K–$45K | 7 | 3 | −$38.0K to $102K≈ | 2018-12-21 | — |
| MIXED | CRM | Salesforce.com, Inc (NYSE) | Purchases $3K–$45K; sales $3K–$45K | 3 | 3 | −$42.0K to $42.0K≈ | 2014-04-03 | — |
| SELL | ACE | ACE Limited (NYSE) | Purchases —; sales $3K–$45K | 0 | 3 | −$45.0K to −$3.0K net disposal≈ | 2014-03-31 | — |
| SELL | GM | General Motors Company (NYSE) | Purchases —; sales $3K–$45K | 0 | 3 | −$45.0K to −$3.0K net disposal≈ | 2014-05-07 | — |
| SELL | GS | The Goldman Sachs Group, Inc. (NYSE) | Purchases —; sales $3K–$45K | 0 | 3 | −$45.0K to −$3.0K net disposal≈ | 2014-06-19 | — |
| SELL | NWL | Newell Rubbermaid Inc. (NYSE) | Purchases —; sales $3K–$45K | 0 | 3 | −$45.0K to −$3.0K net disposal≈ | 2014-05-07 | — |
| SELL | VZ | Verizon Communications Inc. | Purchases —; sales $3K–$45K | 0 | 3 | −$45.0K to −$3.0K net disposal≈ | 2016-12-01 | — |
| MIXED | HON | Honeywell International Inc. | Purchases $3K–$45K; sales $15K–$50K | 3 | 1 | −$47.0K to $30.0K≈ | 2018-10-16 | — |
| MIXED | CVS | CVS Health Corporation | Purchases $2K–$30K; sales $15K–$50K | 2 | 1 | −$48.0K to $15.0K≈ | 2017-05-24 | — |
| MIXED | HSIC | Henry Schein, Inc. - Common Stock | Purchases $2K–$30K; sales $15K–$50K | 2 | 1 | −$48.0K to $15.0K≈ | 2022-01-06 | — |
| MIXED | UL | Unilever PLC Common Stock | Purchases $2K–$30K; sales $15K–$50K | 2 | 1 | −$48.0K to $15.0K≈ | 2022-01-21 | — |
| MIXED | SBUX | Starbucks Corporation | Purchases $1K–$15K; sales $15K–$50K | 1 | 1 | −$49.0K to $0≈ | 2018-10-02 | — |
| MIXED | SNA | Snap-on Incorporated | Purchases $1K–$15K; sales $15K–$50K | 1 | 1 | −$49.0K to $0≈ | 2017-06-15 | — |
| SELL | ENB | Enbridge Inc. | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2018-12-21 | — |
| SELL | GL | Globe Life Inc | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2024-08-05 | — |
| SELL | MLPRX | Oppenheimer SteelPath MLP Income C (NASDAQ) | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2014-07-23 | — |
| MIXED | TOLLX | Deutsche Global Infrastructure A (NASDAQ) | Purchases $3K–$45K; sales $4K–$60K | 3 | 4 | −$57.0K to $41.0K≈ | 2014-12-18 | — |
| SELL | CVX | Chevron Corporation (NYSE) | Purchases —; sales $4K–$60K | 0 | 4 | −$60.0K to −$4.0K net disposal≈ | 2014-11-10 | — |
| SELL | HAL | Halliburton Company (NYSE) | Purchases —; sales $4K–$60K | 0 | 4 | −$60.0K to −$4.0K net disposal≈ | 2015-02-20 | — |
| MIXED | AXP | American Express Company (NYSE) | Purchases $2K–$30K; sales $5K–$75K | 2 | 5 | −$73.0K to $25.0K≈ | 2015-02-20 | — |
| SELL | CELG | Celgene Corporation (NASDAQ) | Purchases —; sales $5K–$75K | 0 | 5 | −$75.0K to −$5.0K net disposal≈ | 2014-05-07 | — |
| SELL | GE | General Electric Company (NYSE) | Purchases —; sales $6K–$90K | 0 | 6 | −$90.0K to −$6.0K net disposal≈ | 2014-07-23 | — |
| SELL | LMGEX | Legg Mason Batterymarch Intl Eq C (NASDAQ) | Purchases —; sales $30K–$100K | 0 | 2 | −$100K to −$30.0K net disposal≈ | 2014-06-19 | — |
| SELL | DNKN | Dunkin' Brands Group, Inc. | Purchases —; sales $50K–$100K | 0 | 1 | −$100K to −$50.0K net disposal≈ | 2020-12-16 | — |
| SELL | MFCDX | MainStay Marketfield C (NASDAQ) | Purchases —; sales $50K–$100K | 0 | 1 | −$100K to −$50.0K net disposal≈ | 2014-11-10 | — |
| SELL | C | Citigroup Inc. (NYSE) | Purchases —; sales $7K–$105K | 0 | 7 | −$105K to −$7.0K net disposal≈ | 2014-06-19 | — |
| MIXED | RHT | Red Hat, Inc. | Purchases $33K–$145K; sales $66K–$165K | 5 | 3 | −$132K to $79.0K≈ | 2019-05-17 | — |
filings incl. 56 paper: 138distinct default-view filings for this member, including paper (needs-OCR) filings that carry zero machine-readable rows · transactions: 491 · disclosed flow · trailing 12m: $95K–$250Ksum of statutory bucket bounds over the trailing 12 months — an interval, not an estimate of value · median lag: +36dmedian days between trade date and filing date, over rows that disclose both · late filings: 214rows 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 | Trades | Flow range |
|---|---|---|
| manufacturing | 119 | $518K–$2.7M |
| finance-insurance-realestate | 55 | $125K–$1M |
| transport-utilities | 34 | $90K–$650K |
| services | 33 | $103K–$670K |
| retail | 20 | $104K–$510K |
| mining | 11 | $11K–$165K |
| wholesale | 10 | $24K–$185K |
| ticker not resolved to an issuer coverage | 129 | $514K–$2.8M |
| no ticker disclosed coverage | 78 | $1.6M–$4.4M |
| issuer has no SIC on record coverage | 2 | $2K–$30K |
No rankable disclosures in the trailing 90 days.
Serves on: Senate Select Committee on Intelligence · Senate Committee on Appropriations (Chairman) · Senate Committee on Health, Education, Labor, and Pensions
No disclosed trades fall inside this member's committee jurisdictions as of their trade dates · 282 trades predate the membership snapshot's validity window and are unanswerable, not cleared.
| 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 | — | Cumberland Cnty ME 230525LY1 | · SP (spouse-owned) | $15K–$50K | no ticker | Traded → Filed +15d | |
| Purchase | — | Pfizer Inc 717081FE8 | · SP (spouse-owned) | $15K–$50K | no ticker | Traded → Filed LATE·50d | |
| Purchase | — | ME St Health & Higher Ed 56042RG22 | · SP (spouse-owned) | $50K–$100K | no ticker | Traded → Filed +38d | |
| Purchase | — | ME St Muni Bond Bank 56045RJ75 | · SP (spouse-owned) | $15K–$50K | no ticker | Traded → Filed +11d | |
| Purchase | — | ME St Health & Higher Ed 56042RXW7 | · SP (spouse-owned) | $50K–$100K | no ticker | Traded → Filed +23d | |
| Purchase | — | Wells Fargo & Co 95001DGW4 | · SP (spouse-owned) | $15K–$50K | no ticker | Traded → Filed +38d | |
| Sale | GL | Globe Life Inc | · SP (spouse-owned) | $15K–$50K | Traded → Filed +39d | ||
| Purchase | — | ME St Muni Bond Bank 56045RYX1 | · SP (spouse-owned) | $15K–$50K | no ticker | Traded → Filed +39d | |
| Purchase | — | Thermo Fisher Scientific Inc 883556CU4 | · SP (spouse-owned) | $15K–$50K | no ticker | Traded → Filed +29d | |
| Purchase | — | FIS - Fidelity National Information Services 31620MBW5 | · SP (spouse-owned) | $15K–$50K | no ticker | Traded → Filed +37d | |
| Sale | AKAM | Akamai Technologies, Inc. - Common Stock | · SP (spouse-owned) | $15K–$50K | Traded → Filed +21d | ||
| Purchase | — | York ME 987092HX4 | · SP (spouse-owned) | $50K–$100K | no ticker | Traded → Filed +28d | |
| Purchase | — | Biogen Inc 09062XAF0 | · SP (spouse-owned) | $15K–$50K | no ticker | Traded → Filed +43d | |
| Purchase | — | Parker-Hannifin Corp 701094AQ7 | · SP (spouse-owned) | $15K–$50K | no ticker | Traded → Filed +37d | |
| Purchase | — | Portland ME 736560TV5 | · SP (spouse-owned) | $50K–$100K | no ticker | Traded → Filed +25d | |
| Purchase | — | Paypal Holdings Inc 70450YAC7 | · SP (spouse-owned) | $50K–$100K | no ticker | Traded → Filed +29d | |
| Sale | UL | Unilever PLC Common Stock | · SP (spouse-owned) | $15K–$50K | Traded → Filed +27d | ||
| Purchase | HSY | The Hershey Company Common Stock | · SP (spouse-owned) | $15K–$50K | Traded → Filed +27d | ||
| Sale | HSIC | Henry Schein, Inc. - Common Stock | · SP (spouse-owned) | $15K–$50K | Traded → Filed +42d | ||
| Sale | WEX | WEX Inc. common stock | · SP (spouse-owned) | $15K–$50K | Traded → Filed +42d | ||
| Sale | CARR | Carrier Global Corporation Common Stock | · SP (spouse-owned) | $1K–$15K | Traded → Filed +42d | ||
| Sale | OTIS | Otis Worldwide Corporation Common Stock | · SP (spouse-owned) | $1K–$15K | Traded → Filed +42d | ||
| Purchase | NVDA | NVIDIA Corporation - Common Stock | · SP (spouse-owned) | $15K–$50K | Traded → Filed +42d | ||
| Purchase | AMZN | Amazon.com, Inc. - Common Stock | · SP (spouse-owned) | $15K–$50K | Traded → Filed +42d | ||
| Sale | VFC | V.F. Corporation Common Stock | · SP (spouse-owned) | $1K–$15K | Traded → Filed +42d | ||
| Sale | MMM | 3M Company Common Stock | · SP (spouse-owned) | $15K–$50K | Traded → Filed +42d | ||
| Purchase | LIN | Linde plc Ordinary Share | · SP (spouse-owned) | $15K–$50K | Traded → Filed +42d | ||
| Purchase | — | Federal Home Loan Bank 3130AQAT0 | · SP (spouse-owned) | $15K–$50K | no ticker | Traded → Filed +42d | |
| Purchase | — | ME St Housing Auth (Social Bds) Ser D 56052FWH4 | · SP (spouse-owned) | $50K–$100K | no ticker | Traded → Filed +43d | |
| Purchase | — | Scarborough ME 806075S57 | · SP (spouse-owned) | $50K–$100K | no ticker | Traded → Filed LATE·70d | |
| Purchase | — | ME St Housing Auth 56052FVT9 | · SP (spouse-owned) | $15K–$50K | no ticker | Traded → Filed +24d | |
| Purchase | — | Maine St 56052AE93 | · SP (spouse-owned) | $50K–$100K | no ticker | Traded → Filed +35d | |
| Purchase | — | ME St Muni Bond Bank 56045RWK1 | · SP (spouse-owned) | $15K–$50K | no ticker | Traded → Filed +13d | |
| Purchase | — | ME St Health & Higher Ed 560427VR4 | · SP (spouse-owned) | $50K–$100K | no ticker | Traded → Filed +13d | |
| Purchase | — | Fed Farm Credit Bk 3133EMUU4 | · SP (spouse-owned) | $100K–$250K | no ticker | Traded → Filed +8d | |
| Purchase | — | ME St Govt Facs Auth 56041MPT5 | · SP (spouse-owned) | $50K–$100K | no ticker | Traded → Filed +23d | |
| Purchase | — | LII - Lennox International Inc. 526107AF4 | · SP (spouse-owned) | $50K–$100K | no ticker | Traded → Filed +27d | |
| Purchase | — | CTXS - Citrix Systems, Inc. 177376AG5 | · SP (spouse-owned) | $15K–$50K | no ticker | Traded → Filed +29d | |
| Sale | DNKN | Dunkin' Brands Group, Inc. | · SP (spouse-owned) | $50K–$100K | Traded → Filed +27d | ||
| Purchase | — | Federal Farm Credit Bank 3133EMBH4 | · SP (spouse-owned) | $15K–$50K | no ticker | Traded → Filed +34d | |
| Purchase | — | Federal Farm Credit Bank 3133EL7F5 | · SP (spouse-owned) | $15K–$50K | no ticker | Traded → Filed +30d | |
| Sale | — | Federal Farm Credit Bk 3133EGU94 | · SP (spouse-owned) | $15K–$50K | amendment pendingno ticker | Traded → Filed LATE·231d | |
| Purchase | — | Federal Farm Credit Bk 3133EKQ90 | · SP (spouse-owned) | $15K–$50K | amendment pendingno ticker | Traded → Filed LATE·232d | |
| Purchase | — | Portland ME Arpt Rev Green Bd 736564DZ5 | · SP (spouse-owned) | $15K–$50K | no ticker | Traded → Filed +16d | |
| Purchase | — | Waterville ME 942231QM6 | · SP (spouse-owned) | $15K–$50K | no ticker | Traded → Filed +17d | |
| Purchase | AKAM | Akamai Technologies, Inc. | · SP (spouse-owned) | $15K–$50K | Traded → Filed +21d | ||
| Sale | CVET | Covetrus, Inc. | · SP (spouse-owned) | $1K–$15K | Traded → Filed +26d | ||
| Purchase | WEX | WEX Inc. | · SP (spouse-owned) | $15K–$50K | Traded → Filed +21d | ||
| Sale | RHT | Red Hat, Inc. | · SP (spouse-owned) | $50K–$100K | Traded → Filed +25d | ||
| Purchase | — | Maine St Housing Auth 56052FKZ7 | · SP (spouse-owned) | $15K–$50K | no ticker | Traded → Filed LATE·343d |
| Filed | Rows | Receipt |
|---|---|---|
| 2026-04-08 | 1 | |
| 2026-03-25 | 1 | |
| 2026-02-13 | 1 | |
| 2025-10-11 | 1 | |
| 2024-09-13 | 4 | |
| 2024-08-15 | 1 | |
| 2024-07-12 | 1 | |
| 2023-01-10 | 2 | |
| 2022-12-16 | 1 | |
| 2022-09-16 | 1 | |
| 2022-05-16 | 1 | |
| 2022-03-09 | 1 | |
| 2022-02-17 | 11 | |
| 2022-01-18 | 1 | |
| 2021-12-23 | 1 | |
| 2021-10-26 | 1 | |
| 2021-08-09 | 1 | |
| 2021-07-14 | 1 | |
| 2021-05-12 | 2 | |
| 2021-04-08 | 2 | |
| 2021-03-10 | 2 | |
| 2021-01-12 | 1 | |
| 2020-11-11 | 1 | |
| 2020-10-08 | 1 | |
| 2020-05-07 | 2 | |
| 2019-12-06 | 2 | |
| 2019-09-10 | 2 | |
| 2019-06-11 | 2 | |
| 2019-05-09 | 1 | |
| 2019-01-08 | 7 | |
| 2018-11-13 | 6 | |
| 2018-09-07 | 1 | |
| 2018-07-10 | 12 | |
| 2018-06-12 | 3 | |
| 2018-05-14 | 1 | |
| 2018-03-06 | 1 | |
| 2018-02-08 | 3 | |
| 2017-08-04 | 1 | |
| 2017-07-12 | 2 | |
| 2017-06-06 | 3 | |
| 2017-05-10 | 12 | |
| 2017-05-10 | 3 | |
| 2017-04-11 | 4 | |
| 2017-02-14 | 1 | |
| 2016-10-11 | 4 | |
| 2016-09-09 | 3 | |
| 2016-08-08 | 3 | |
| 2016-05-03 | 2 | |
| 2016-05-03 | 5 | |
| 2016-05-03 | 16 | |
| 2016-04-07 | 4 | |
| 2016-01-12 | 17 | |
| 2015-09-08 | 2 | |
| 2015-07-20 | 7 | |
| 2015-07-20 | 7 | |
| 2015-07-20 | 1 | |
| 2015-07-20 | 40 | |
| 2015-07-20 | 31 | |
| 2015-07-20 | 15 | |
| 2015-07-20 | 9 | |
| 2015-07-20 | 10 | |
| 2015-07-17 | 7 | |
| 2015-07-08 | 1 | |
| 2015-06-09 | 1 | |
| 2015-05-13 | 31 | |
| 2015-05-13 | 8 | |
| 2015-05-13 | 9 | |
| 2015-01-29 | 7 | |
| 2014-12-22 | 1 | |
| 2014-12-01 | 22 | |
| 2014-07-21 | 1 | |
| 2014-05-16 | 64 | |
| 2014-04-15 | 5 | |
| 2014-04-08 | 10 | |
| 2014-04-07 | 5 | |
| 2014-04-01 | 4 | |
| 2014-03-25 | 4 | |
| 2014-03-04 | 3 | |
| 2014-02-25 | 3 | |
| 2014-02-14 | 3 | |
| 2014-02-11 | 10 | |
| 2014-02-05 | 6 |
No 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
No tickers disclosed in the trailing 24 months.
Amounts are the ranges in the filing. Purchases and sales are disclosures, not a statement of current holdings.
Trade date and filing date are retained separately. Late and unparseable records stay identified in the data.
Periodic transaction reports do not establish a portfolio. Annual holdings and reconciliation require annual financial-disclosure records.
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 |
|---|---|---|
| 2014-01-29 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2014-01-29 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2014-01-14 | 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 | |
| 2013-12-20 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2013-12-18 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2013-12-06 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2013-11-22 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2013-11-18 | 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 | |
| 2013-10-23 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2013-10-15 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2013-10-01 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2013-09-25 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2013-09-18 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2013-09-12 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2013-09-05 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2013-09-04 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2013-08-01 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2013-07-25 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2013-07-17 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2013-07-09 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2013-07-08 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2013-06-28 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2013-06-26 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2013-06-18 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2013-06-06 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2013-06-04 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2013-05-21 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2013-05-14 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2013-05-10 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2013-05-07 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2013-04-29 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2013-04-23 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2013-04-19 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2013-04-10 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2013-04-04 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2013-03-18 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2013-03-13 | 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 | |
| 2013-02-26 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2013-02-14 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2013-02-08 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2013-01-30 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2013-01-28 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2013-01-24 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2013-01-17 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2013-01-02 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2012-12-20 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2012-12-13 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2012-12-04 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2012-11-26 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2012-11-19 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2012-11-15 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2012-10-25 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2012-10-03 | paper filing — needs OCR retained and counted; zero machine-readable rows |