Disclosed transactions
711 reported transactions
Amounts are the ranges in the filing. Purchases and sales are disclosures, not a statement of current holdings.
Shelley Moore Capito
Republican — R–WV · U.S. Senate · serving since 2001 · Senate Committee on Appropriations, Senate Committee on Commerce, Science, and Transportation, Senate Committee on Environment and Public Works, Senate Committee on Rules and Administration · member ID C001047Amounts are statutory ranges; totals on this page are therefore ranges too. Amount ranges ↗
- Disclosures
- 711 104 filings · 5 paper · retained
- Net flow · 12m
- −$678K to $1.0K purchases minus sales · statutory ranges, an interval
- Distinct tickers
- 192 across every disclosed row
- Late filings
- 157 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: purchases $3K–$45K, sales $3K–$45K; 25Q1: purchases $4K–$60K, sales $17K–$255K; 25Q2: purchases $2K–$30K, sales $8K–$120K; 25Q3: purchases $19K–$110K, sales $41K–$265K; 25Q4: purchases $2K–$30K, sales $43K–$295K; 26Q1: purchases $5K–$75K, sales $8K–$120K; 26Q2: no purchases, sales $4K–$60K; 26Q3: no purchases, sales $19K–$110K
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 · 29 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 | AXP | American Express Company Common Stock | Purchases $16K–$65K; sales — | 2 | 0 | $16.0K to $65.0K net accumulation | 2026-03-11 | — |
| BUY | ZTS | Zoetis Inc Cl A | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2024-02-27 | — |
| BUY | UTX | United Technologies Corporation | Purchases $5K–$75K; sales — | 5 | 0 | $5.0K to $75.0K net accumulation≈ | 2018-04-24 | — |
| BUY | ADP | Automatic Data Processing, Inc. | Purchases $4K–$60K; sales — | 4 | 0 | $4.0K to $60.0K net accumulation≈ | 2018-04-24 | — |
| BUY | EMR | Emerson Electric Co. | Purchases $4K–$60K; sales — | 4 | 0 | $4.0K to $60.0K net accumulation≈ | 2018-04-24 | — |
| BUY | HRS | Harris Corporation | Purchases $4K–$60K; sales — | 4 | 0 | $4.0K to $60.0K net accumulation≈ | 2018-04-24 | — |
| BUY | PX | Praxair, Inc. | Purchases $4K–$60K; sales — | 4 | 0 | $4.0K to $60.0K net accumulation≈ | 2018-04-24 | — |
| BUY | META | Meta Platforms Inc | Purchases $3K–$45K; sales — | 3 | 0 | $3.0K to $45.0K net accumulation≈ | 2025-11-13 | — |
| BUY | EV | Eaton Vance Corp. | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2018-04-24 | — |
| BUY | RYAAY | Ryanair Holdings plc | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2018-01-26 | — |
| BUY | AXAHY | AXA SA | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2017-09-05 | — |
| BUY | BASFY | BASF SE | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2017-09-05 | — |
| BUY | BUD | Anheuser-Busch InBev SA/NV | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2018-02-21 | — |
| BUY | CMPGY | Compass Group PLC | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2017-09-05 | — |
| BUY | CMS | CMS Energy Corporation Common Stock | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2022-06-01 | — |
| BUY | CSL | Carlisle Companies Inc | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2024-10-08 | — |
| BUY | ETN | Eaton Corporation plc | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2017-09-08 | — |
| BUY | IBM.MX | International Business Machines Corporation | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2018-04-24 | — |
| BUY | JKHY | Jack Henry & Associates, Inc. | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2017-09-08 | — |
| BUY | LLY | Eli Lilly and Company | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2025-10-24 | — |
| BUY | LMT | Lockheed Martin Corporation | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2017-09-05 | — |
| BUY | LVMUY | LVMH Moët Hennessy Louis Vuitton S.E. | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2017-09-05 | — |
| BUY | MA | Mastercard Incorporated Common Stock | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2026-03-28 | — |
| BUY | NPSND | Naspers Limited | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2017-09-08 | — |
| BUY | PLD | Prologis Inc | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2025-08-01 | — |
| BUY | PNC | PNC Financial Services Group, Inc. (The) Common Stock | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2026-03-12 | — |
| BUY | SHW | Sherwin-Williams Company | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2025-08-01 | — |
| BUY | SIEGY | Siemens Aktiengesellschaft | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2017-09-05 | — |
| BUY | SMECF | SMC Corporation | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2017-09-08 | — |
| BUY | STT | State Street Corporation | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2018-02-27 | — |
| BUY | TD | The Toronto-Dominion Bank | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2017-09-05 | — |
| BUY | VTKLY | Vtech Holdings Limited | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2017-09-08 | — |
| BUY | WAB | Westinghouse Air Brake Technologies Corporation | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2018-09-27 | — |
| MIXED | SBUX | Starbucks Corp | Purchases $15K–$50K; sales $1K–$15K | 1 | 1 | $0 to $49.0K≈ | 2026-01-28 | — |
| MIXED | -- ENB | Spectra Energy Corporation (Exchanged) Enbridge Inc. (Received) | Purchases —; sales — | 0 | 0 | $0≈ | 2017-02-27 | — |
| MIXED | -- PTEN | Seventy Seven Energy, Inc (Exchanged) Patterson-UTI Energy, Inc. (Received) | Purchases —; sales — | 0 | 0 | $0≈ | 2017-04-20 | — |
| MIXED | -- RTN | United Technologies Corp. (Exchanged) Raytheon Company (Received) | Purchases —; sales — | 0 | 0 | $0≈ | 2020-04-07 | — |
| MIXED | -- TFC | BBT (Exchanged) Truist Financial Corporation (Received) | Purchases —; sales — | 0 | 0 | $0≈ | 2019-12-09 | — |
| MIXED | AEX.MU | CHUBB LTD. SF 24,15 | Purchases —; sales — | 0 | 0 | $0≈ | 2016-01-14 | — |
| MIXED | ANCX | Access National Corporation | Purchases —; sales — | 0 | 0 | $0≈ | 2017-04-04 | — |
| MIXED | ANCX UBSH | Access National Corporation (Exchanged) Union Bankshares Corporation (Received) | Purchases —; sales — | 0 | 0 | $0≈ | 2019-02-01 | — |
| MIXED | LIN PX | Linde plc (Exchanged) Praxair, Inc. (Received) | Purchases —; sales — | 0 | 0 | $0≈ | 2018-10-31 | — |
| MIXED | PX LIN | Praxair, Inc. (Exchanged) Linde plc (Received) | Purchases —; sales — | 0 | 0 | $0≈ | 2018-10-31 | — |
| MIXED | ABT | Abbott Laboratories | Purchases $7K–$105K; sales $1K–$15K | 7 | 1 | −$8.0K to $104K≈ | 2025-02-24 | — |
| MIXED | JNJ | Johnson & Johnson Common Stock | Purchases $7K–$105K; sales $1K–$15K | 7 | 1 | −$8.0K to $104K≈ | 2022-10-17 | — |
| MIXED | USB | U.S. Bancorp | Purchases $7K–$105K; sales $1K–$15K | 7 | 1 | −$8.0K to $104K≈ | 2023-09-01 | — |
| MIXED | AMGN | Amgen Inc. - Common Stock | Purchases $5K–$75K; sales $1K–$15K | 5 | 1 | −$10.0K to $74.0K≈ | 2023-06-12 | — |
| MIXED | BDX | Becton Dickinson and Company | Purchases $5K–$75K; sales $1K–$15K | 5 | 1 | −$10.0K to $74.0K≈ | 2024-02-15 | — |
| MIXED | GD | General Dynamics Corp | Purchases $5K–$75K; sales $1K–$15K | 5 | 1 | −$10.0K to $74.0K≈ | 2025-07-31 | — |
| MIXED | MDT | Medtronic Inc | Purchases $5K–$75K; sales $1K–$15K | 5 | 1 | −$10.0K to $74.0K≈ | 2024-02-09 | — |
| MIXED | MMM | 3M Company Common Stock | Purchases $5K–$75K; sales $1K–$15K | 5 | 1 | −$10.0K to $74.0K≈ | 2022-06-30 | — |
| MIXED | PEP | Pepsico Inc | Purchases $5K–$75K; sales $1K–$15K | 5 | 1 | −$10.0K to $74.0K≈ | 2024-07-25 | — |
| MIXED | PSX | Phillips 66 | Purchases $5K–$75K; sales $1K–$15K | 5 | 1 | −$10.0K to $74.0K≈ | 2025-01-17 | — |
| MIXED | T | AT&T Inc. | Purchases $5K–$75K; sales $1K–$15K | 5 | 1 | −$10.0K to $74.0K≈ | 2021-05-25 | — |
| MIXED | VFC | V.F. Corporation Common Stock | Purchases $5K–$75K; sales $1K–$15K | 5 | 1 | −$10.0K to $74.0K≈ | 2022-12-15 | — |
| MIXED | WEC | WEC Energy Group, Inc. Common Stock | Purchases $5K–$75K; sales $1K–$15K | 5 | 1 | −$10.0K to $74.0K≈ | 2022-05-25 | — |
| MIXED | APD | Air Products and Chemicals | Purchases $4K–$60K; sales $1K–$15K | 4 | 1 | −$11.0K to $59.0K≈ | 2024-06-27 | — |
| MIXED | CL | Colgate-Palmolive Company | Purchases $4K–$60K; sales $1K–$15K | 4 | 1 | −$11.0K to $59.0K≈ | 2025-07-31 | — |
| MIXED | ES | Eversource Energy | Purchases $4K–$60K; sales $1K–$15K | 4 | 1 | −$11.0K to $59.0K≈ | 2024-01-19 | — |
| MIXED | MCD | McDonald's Corporation Common Stock | Purchases $4K–$60K; sales $1K–$15K | 4 | 1 | −$11.0K to $59.0K≈ | 2023-04-04 | — |
| MIXED | PII | Polaris Inc. | Purchases $4K–$60K; sales $1K–$15K | 4 | 1 | −$11.0K to $59.0K≈ | 2020-12-31 | — |
| MIXED | SYY | Sysco Corporation | Purchases $4K–$60K; sales $1K–$15K | 4 | 1 | −$11.0K to $59.0K≈ | 2020-12-31 | — |
| MIXED | WMT | Walmart Inc. Common Stock | Purchases $4K–$60K; sales $1K–$15K | 4 | 1 | −$11.0K to $59.0K≈ | 2023-06-07 | — |
| MIXED | GOOGL | Alphabet Cl A | Purchases $3K–$45K; sales $1K–$15K | 3 | 1 | −$12.0K to $44.0K≈ | 2025-12-16 | — |
| MIXED | NVS | Novartis AG Common Stock | Purchases $3K–$45K; sales $1K–$15K | 3 | 1 | −$12.0K to $44.0K≈ | 2021-12-15 | — |
| MIXED | AMT | American Tower Corporation (REIT) | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2020-12-31 | — |
| MIXED | CEG | Constellation Energy Corporation - Common Stock When-Issued | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2026-04-17 | — |
| MIXED | CMCSA | Comcast Corp A | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2025-02-24 | — |
| MIXED | GILD | Gilead Sciences, Inc. | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2019-03-11 | — |
| MIXED | GIS | General Mills, Inc. | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2018-12-12 | — |
| MIXED | SLB | Schlumberger Limited | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2019-03-11 | — |
| MIXED | SPGI | S&P Global Inc | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2024-04-09 | — |
| MIXED | TGT | Target Corp | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2025-04-11 | — |
| MIXED | AHKSY | Asahi Kasei Corporation | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2019-03-11 | — |
| MIXED | ASML | ASML Holding N.V. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2019-03-11 | — |
| MIXED | AZN | AstraZeneca PLC | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2019-03-11 | — |
| MIXED | BNPQY | BNP Paribas SA | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2018-05-18 | — |
| MIXED | CABGY | Carlsberg A/S | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2019-03-11 | — |
| MIXED | CCI | Crown Castle International Corp. (REIT) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2019-03-11 | — |
| MIXED | CERN | Cerner Corporation | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2018-02-27 | — |
| MIXED | COST | Costco Wholesale | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2025-10-17 | — |
| MIXED | CSX | CSX Corporation | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2019-03-11 | — |
| MIXED | F | Ford Motor Company Common Stock | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-06-16 | — |
| MIXED | GDDY | GoDaddy Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2019-03-11 | — |
| MIXED | HLT | Hilton Worldwide Holdings Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2019-03-11 | — |
| MIXED | ICE | Intercontinental Exchange, Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2019-03-11 | — |
| MIXED | INCY | Incyte Corporation | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2018-11-12 | — |
| MIXED | KYCCF | Keyence Corporation | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2019-03-11 | — |
| MIXED | LRLCY | L'Oréal S.A. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2019-03-11 | — |
| MIXED | LVS | Las Vegas Sands Corp. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2019-03-11 | — |
| MIXED | MCO | Moody's Corporation | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2019-03-11 | — |
| MIXED | MRAAY | Murata Manufacturing Co., Ltd. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2019-03-11 | — |
| MIXED | NVO | Novo Nordisk A/S | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2019-03-11 | — |
| MIXED | OXY | Occidental Petroleum Corporation | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2018-02-27 | — |
| MIXED | PDRDY | Pernod Ricard SA | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2019-03-11 | — |
| MIXED | PFE | Pfizer Inc | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-12-18 | — |
| MIXED | PM | Philip Morris International Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2019-03-11 | — |
| MIXED | RBGLY | Reckitt Benckiser Group plc | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2019-03-11 | — |
| MIXED | RCL | Royal Caribbean Cruises Ltd. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2018-05-17 | — |
| MIXED | RDS-B | Royal Dutch Shell plc | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2019-03-11 | — |
| MIXED | SFTBY | SoftBank Group Corp. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2019-03-11 | — |
| MIXED | SGAPY | Singapore Telecommunications Limited | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2017-12-19 | — |
| MIXED | SJM | The J. M. Smucker Company | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2017-10-06 | — |
| MIXED | SSDOY | Shiseido Company, Limited | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2017-12-19 | — |
| MIXED | TSM | Taiwan Semiconductor Manufacturing Company Limited | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2019-03-11 | — |
| MIXED | V | Visa Inc. | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2019-03-11 | — |
| SELL | AAGIY | AIA Group Limited | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2019-03-11 | — |
| SELL | AMZN | Amazon.com, Inc. | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2019-03-11 | — |
| SELL | ATVI | Activision Blizzard, Inc. | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2019-03-11 | — |
| SELL | BA | The Boeing Company | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2018-06-07 | — |
| SELL | BK | The Bank of New York Mellon Corporation | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2019-03-11 | — |
| SELL | CARR | Carrier Global Corporation | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2020-12-31 | — |
| SELL | COP | ConocoPhillips | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-01-25 | — |
| SELL | DE | Deere & Company | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2019-03-11 | — |
| SELL | DEO | Diageo plc | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2019-03-11 | — |
| SELL | DHR | Danaher Corporation | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2019-03-11 | — |
| SELL | EADSY | Airbus SE | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2019-03-11 | — |
| SELL | ESLOY | EssilorLuxottica Société anonyme | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2019-03-11 | — |
| SELL | GOOG | Alphabet Inc. | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2019-03-11 | — |
| SELL | HBAN | Huntington Bancshares Incorporated | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2019-06-10 | — |
| SELL | JWN | Nordstrom, Inc. | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2016-11-14 | — |
| SELL | LHX | L3Harris Technologies, Inc. Common Stock | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2022-02-24 | — |
| SELL | LIN | Linde plc Ordinary Share | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2022-10-17 | — |
| SELL | NPSNY | Naspers Limited | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2019-03-11 | — |
| SELL | OTIS | Otis Worldwide Corporation | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2020-12-31 | — |
| SELL | RDSA | Royal Dutch Shell Plc | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2021-07-26 | — |
| SELL | RDSA.AS | Royal Dutch Shell plc | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2019-06-10 | — |
| SELL | RTX | Rtx Corp | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2023-09-21 | — |
| SELL | SAFRY | Safran SA | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2019-03-11 | — |
| SELL | SCG | SCANA Corporation | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2017-08-22 | — |
| SELL | SHECY | Shin-Etsu Chemical Co., Ltd. | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2018-11-13 | — |
| SELL | SHEL | Royal Dutch Shell Plc ADR | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2023-11-27 | — |
| SELL | SMFG | Sumitomo Mitsui Financial Group Inc Unsponsored Am | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2021-12-28 | — |
| SELL | SO | The Southern Company | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2017-08-18 | — |
| SELL | SRE | Sempra Energy | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2019-03-11 | — |
| SELL | UPS | United Parcel Service, Inc. Common Stock | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2023-04-04 | — |
| SELL | VZ | Verizon Communications Inc. Common Stock | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2021-12-28 | — |
| MIXED | CVX | Chevron Corp | Purchases $6K–$90K; sales $2K–$30K | 6 | 2 | −$24.0K to $88.0K≈ | 2025-10-17 | — |
| MIXED | NEE | NextEra Energy, Inc. Common Stock | Purchases $6K–$90K; sales $2K–$30K | 6 | 2 | −$24.0K to $88.0K≈ | 2022-05-26 | — |
| MIXED | CLX | Clorox Company (The) Common Stock | Purchases $5K–$75K; sales $2K–$30K | 5 | 2 | −$25.0K to $73.0K≈ | 2023-06-14 | — |
| MIXED | ITW | Illinois Tool Works Inc. Common Stock | Purchases $5K–$75K; sales $2K–$30K | 5 | 2 | −$25.0K to $73.0K≈ | 2026-02-24 | — |
| MIXED | NKE | Nike Inc | Purchases $5K–$75K; sales $2K–$30K | 5 | 2 | −$25.0K to $73.0K≈ | 2025-04-10 | — |
| MIXED | MDLZ | Mondelez Intl Inc | Purchases $3K–$45K; sales $2K–$30K | 3 | 2 | −$27.0K to $43.0K≈ | 2023-12-18 | — |
| MIXED | PG | The Procter & Gamble Company | Purchases $3K–$45K; sales $2K–$30K | 3 | 2 | −$27.0K to $43.0K≈ | 2018-12-13 | — |
| MIXED | QCOM | QUALCOMM Incorporated | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2018-11-29 | — |
| MIXED | DWDP | DowDuPont Inc. | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2018-05-17 | — |
| MIXED | GE | GE Aerospace | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2024-12-27 | — |
| MIXED | HXL | Hexcel Corporation | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2018-01-26 | — |
| MIXED | PPG | PPG Industries | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2025-07-31 | — |
| SELL | AL | Air Lease Corporation | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2018-04-24 | — |
| SELL | CHK | Chesapeake Energy Corporation | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2018-04-24 | — |
| SELL | CLB | Core Laboratories N.V. | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2018-04-24 | — |
| SELL | K | Kellanova | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2025-12-11 | — |
| SELL | KHC | The Kraft Heinz Company | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2018-04-24 | — |
| SELL | LULU | Lululemon Athletica Inc. | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2018-04-24 | — |
| SELL | MS | Morgan Stanley | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2018-04-24 | — |
| SELL | RDS-A | Royal Dutch Shell plc | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2018-01-04 | — |
| MIXED | ACN | Accenture Plc | Purchases $6K–$90K; sales $3K–$45K | 6 | 3 | −$39.0K to $87.0K≈ | 2025-02-24 | — |
| MIXED | CB | Chubb Ltd | Purchases $6K–$90K; sales $3K–$45K | 6 | 3 | −$39.0K to $87.0K≈ | 2025-07-17 | — |
| MIXED | AVGO | Broadcom Inc. - Common Stock | Purchases $5K–$75K; sales $3K–$45K | 5 | 3 | −$40.0K to $72.0K≈ | 2026-04-13 | — |
| MIXED | PAYX | Paychex, Inc. - Common Stock | Purchases $5K–$75K; sales $3K–$45K | 5 | 3 | −$40.0K to $72.0K≈ | 2026-02-20 | — |
| MIXED | ADI | Analog Devices, Inc. - Common Stock | Purchases $4K–$60K; sales $3K–$45K | 4 | 3 | −$41.0K to $57.0K≈ | 2026-02-10 | — |
| MIXED | ENB | Enbridge Inc | Purchases $2K–$30K; sales $3K–$45K | 2 | 3 | −$43.0K to $27.0K≈ | 2024-01-19 | — |
| MIXED | NSRGY | Nestlé S.A. | Purchases $2K–$30K; sales $3K–$45K | 2 | 3 | −$43.0K to $27.0K≈ | 2019-03-11 | — |
| MIXED | RHHBY | Roche Holding AG | Purchases $2K–$30K; sales $3K–$45K | 2 | 3 | −$43.0K to $27.0K≈ | 2018-04-24 | — |
| MIXED | UNH | Unitedhealth Group Inc | Purchases $2K–$30K; sales $3K–$45K | 2 | 3 | −$43.0K to $27.0K≈ | 2025-06-23 | — |
| MIXED | FANUY | Fanuc Corporation | Purchases $1K–$15K; sales $3K–$45K | 1 | 3 | −$44.0K to $12.0K≈ | 2018-03-28 | — |
| MIXED | MRK | Merck & Co., Inc. | Purchases $1K–$15K; sales $3K–$45K | 1 | 3 | −$44.0K to $12.0K≈ | 2018-01-04 | — |
| MIXED | UBSI | United Bankshares, Inc. | Purchases $150K–$350K; sales $60K–$200K | 2 | 4 | −$50.0K to $290K≈ | 2021-03-03 | — |
| SELL | DUK | Duke Energy Corporation (Holding Company) Common S | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2023-04-04 | — |
| SELL | TFC | Truist Financial Corp | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2023-12-29 | — |
| MIXED | CSCO | Cisco Systems, Inc. - Common Stock | Purchases $7K–$105K; sales $4K–$60K | 7 | 4 | −$53.0K to $101K≈ | 2026-07-21 | — |
| MIXED | BLK | BlackRock, Inc. Common Stock | Purchases $5K–$75K; sales $4K–$60K | 5 | 4 | −$55.0K to $71.0K≈ | 2026-02-10 | — |
| MIXED | AFL | Aflac Inc | Purchases $4K–$60K; sales $4K–$60K | 4 | 4 | −$56.0K to $56.0K≈ | 2025-07-18 | — |
| MIXED | FDS | FactSet Research Systems Inc. Common Stock | Purchases $2K–$30K; sales $4K–$60K | 2 | 4 | −$58.0K to $26.0K≈ | 2026-03-31 | — |
| MIXED | NSC | Norfolk Southern Corp | Purchases $4K–$60K; sales $5K–$75K | 4 | 5 | −$71.0K to $55.0K≈ | 2024-09-25 | — |
| MIXED | GWW | W.W. Grainger | Purchases $1K–$15K; sales $5K–$75K | 1 | 5 | −$74.0K to $10.0K≈ | 2025-01-17 | — |
| MIXED | KO | Coca-Cola Company (The) Common Stock | Purchases $1K–$15K; sales $5K–$75K | 1 | 5 | −$74.0K to $10.0K≈ | 2026-07-21 | — |
| SELL | BMY | Bristol-Myers Squibb Company Common Stock | Purchases —; sales $5K–$75K | 0 | 5 | −$75.0K to −$5.0K net disposal≈ | 2023-05-10 | — |
| MIXED | JPM | JP Morgan Chase & Company | Purchases $10K–$150K; sales $6K–$90K | 10 | 6 | −$80.0K to $144K≈ | 2025-07-18 | — |
| SELL | BRK-B | Berkshire Hathaway Inc. | Purchases $1K–$15K; sales $30K–$100K | 1 | 2 | −$99.0K to −$15.0K net disposal≈ | 2018-04-24 | — |
| SELL | IYE | iShares US Energy ETF | Purchases —; sales $30K–$100K | 0 | 2 | −$100K to −$30.0K net disposal≈ | 2018-04-24 | — |
| SELL | VGK | Vanguard FTSE Europe ETF | Purchases —; sales $30K–$100K | 0 | 2 | −$100K to −$30.0K net disposal≈ | 2018-04-24 | — |
| MIXED | XOM | Exxon Mobil Corp | Purchases $3K–$45K; sales $7K–$105K | 3 | 7 | −$102K to $38.0K≈ | 2025-06-18 | — |
| SELL | CME | CME Group Inc. | Purchases $1K–$15K; sales $31K–$115K | 1 | 3 | −$114K to −$16.0K net disposal≈ | 2019-03-11 | — |
| SELL | IBM | Intl Business Machines | Purchases $1K–$15K; sales $20K–$125K | 1 | 6 | −$124K to −$5.0K net disposal≈ | 2025-10-29 | — |
| MIXED | LOW | Lowe's Companies | Purchases $5K–$75K; sales $9K–$135K | 5 | 9 | −$130K to $66.0K≈ | 2025-11-13 | — |
| SELL | INTC | Intel Corporation - Common Stock | Purchases $3K–$45K; sales $50K–$225K | 3 | 8 | −$222K to −$5.0K net disposal≈ | 2026-07-21 | — |
| SELL | C | Citigroup Inc | Purchases —; sales $40K–$250K | 0 | 12 | −$250K to −$40.0K net disposal≈ | 2025-06-18 | — |
| MIXED | AAPL | Apple Inc. - Common Stock | Purchases $4K–$60K; sales $30K–$275K | 4 | 16 | −$271K to $30.0K≈ | 2026-07-21 | — |
| MIXED | WFC | Wells Fargo & Company | Purchases $30K–$100K; sales $67K–$305K | 2 | 11 | −$275K to $33.0K≈ | 2025-06-18 | — |
| MIXED | MSFT | Microsoft Corporation - Common Stock | Purchases $7K–$105K; sales $88K–$620K | 7 | 32 | −$613K to $17.0K≈ | 2026-07-21 | — |
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
- +28dat chamber median — median +28d
- Rows per filingmachine-readable transaction rows per distinct source filing
- 7.2above median — median 2.9
- Share ≤ $15K bracket
- 95%small-lot profile — median 60%
- Buy share of rows
- 51%≈ chamber — median 49%
- Self-owned share
- 5%family accounts — median 28%
filings incl. 5 paper: 104distinct default-view filings for this member, including paper (needs-OCR) filings that carry zero machine-readable rows · transactions: 711 · disclosed flow · trailing 12m: $111K–$790Ksum of statutory bucket bounds over the trailing 12 months — an interval, not an estimate of value · median lag: +28dmedian days between trade date and filing date, over rows that disclose both · late filings: 157rows 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 | 271 | $355K–$4.3M |
| finance-insurance-realestate | 111 | $511K–$2.6M |
| services | 91 | $147K–$1.5M |
| transport-utilities | 57 | $71K–$890K |
| retail | 33 | $47K–$530K |
| wholesale | 11 | $11K–$165K |
| mining | 8 | $8K–$120K |
| ticker not resolved to an issuer coverage | 98 | $267K–$1.9M |
| no ticker disclosed coverage | 29 | $29K–$435K |
| issuer has no SIC on record coverage | 2 | $2K–$30K |
Sector from SEC SIC codesSector comes from SEC EDGAR SIC codes through the site's own taxonomy; rows without a sector are listed as coverage, never folded into a sector.
Recent disclosures and committee context
Largest recent disclosures
trailing 90d · lower bound| Filed ▾ | Asset | Side | Amount | Src |
|---|---|---|---|---|
| 2026-08-04 | MSFT | Sale | $15K–$50K | |
| 2026-08-04 | INTC | Sale | $1K–$15K | |
| 2026-08-04 | AAPL | Sale | $1K–$15K | |
| 2026-08-04 | KO | Sale | $1K–$15K | |
| 2026-08-04 | CSCO | Sale | $1K–$15K |
Ranked by disclosed lower bound, last 90 daysRanked by the disclosed lower bound, over the trailing 90 days by filed date.
Committees · jurisdiction overlap
membership snapshot 2026-09-14 · jurisdiction mapping v1Serves on: Senate Committee on Appropriations · Senate Committee on Commerce, Science, and Transportation · Senate Committee on Environment and Public Works (Chairman) · Senate Committee on Rules and Administration
| Traded | Ticker | Sector | Committee | Src |
|---|---|---|---|---|
| 2026-07-21 | MSFT | services | Senate Committee on Commerce, Science, and Transportation | |
| 2026-04-17 | CEG | transport-utilities | Senate Committee on Commerce, Science, and Transportation, Senate Committee on Environment and Public Works | |
| 2026-03-28 | MA | services | Senate Committee on Commerce, Science, and Transportation | |
| 2026-03-31 | FDS | services | Senate Committee on Commerce, Science, and Transportation | |
| 2026-03-26 | FDS | services | Senate Committee on Commerce, Science, and Transportation | |
| 2026-03-25 | FDS | services | Senate Committee on Commerce, Science, and Transportation | |
| 2026-02-20 | PAYX | services | Senate Committee on Commerce, Science, and Transportation | |
| 2026-01-28 | SBUX | retail | Senate Committee on Commerce, Science, and Transportation | |
| 2025-12-16 | MSFT | services | Senate Committee on Commerce, Science, and Transportation | |
| 2025-12-16 | GOOGL | services | Senate Committee on Commerce, Science, and Transportation | |
| 2025-11-13 | META | services | Senate Committee on Commerce, Science, and Transportation | |
| 2025-11-13 | PAYX | services | Senate Committee on Commerce, Science, and Transportation |
500 trades predate the membership snapshot's validity window — unanswerable, not cleared · 44 trades touch committees outside the jurisdiction mapping (SSAP, SSRA) — unanswerable there, 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
711 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 | INTC | Intel Corporation - Common Stock | · partial · SP (partial sale, spouse-owned) | $1K–$15K | Traded → Filed +14d | ||
| Sale | AAPL | Apple Inc. - Common Stock | · partial · SP (partial sale, spouse-owned) | $1K–$15K | Traded → Filed +14d | ||
| Sale | MSFT | Microsoft Corporation - Common Stock | · partial · SP (partial sale, spouse-owned) | $15K–$50K | Traded → Filed +14d | ||
| Sale | KO | Coca-Cola Company (The) Common Stock | · partial · SP (partial sale, spouse-owned) | $1K–$15K | Traded → Filed +14d | ||
| Sale | CSCO | Cisco Systems, Inc. - Common Stock | · partial · SP (partial sale, spouse-owned) | $1K–$15K | Traded → Filed +14d | ||
| Sale | — | Citigroup New Inc (C) | · SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +20d | |
| Sale | AAPL | Apple Inc. - Common Stock | · partial · SP (partial sale, spouse-owned) | $1K–$15K | Traded → Filed +20d | ||
| Sale | CEG | Constellation Energy Corporation - Common Stock When-Issued | · partial · SP (partial sale, spouse-owned) | $1K–$15K | Traded → Filed +20d | ||
| Sale | AVGO | Broadcom Inc. - Common Stock | · partial · SP (partial sale, spouse-owned) | $1K–$15K | Traded → Filed +24d | ||
| Purchase | MA | Mastercard Incorporated Common Stock | · SP (spouse-owned) | $1K–$15K | Traded → Filed +15d | ||
| Sale | FDS | FactSet Research Systems Inc. Common Stock | · SP (spouse-owned) | $1K–$15K | Traded → Filed +4d | ||
| Sale | FDS | FactSet Research Systems Inc. Common Stock | · partial · SP (partial sale, spouse-owned) | $1K–$15K | Traded → Filed +9d | ||
| Sale | FDS | FactSet Research Systems Inc. Common Stock | · partial · SP (partial sale, spouse-owned) | $1K–$15K | Traded → Filed +10d | ||
| Purchase | PNC | PNC Financial Services Group, Inc. (The) Common Stock | · SP (spouse-owned) | $1K–$15K | Traded → Filed +23d | ||
| Purchase | AXP | American Express Company Common Stock | · SP (spouse-owned) | $1K–$15K | Traded → Filed +24d | ||
| Sale | ITW | Illinois Tool Works Inc. Common Stock | · partial · SP (partial sale, spouse-owned) | $1K–$15K | Traded → Filed +8d | ||
| Sale | PAYX | Paychex, Inc. - Common Stock | · SP (spouse-owned) | $1K–$15K | Traded → Filed +12d | ||
| Sale | ADI | Analog Devices, Inc. - Common Stock | · partial · SP (partial sale, spouse-owned) | $1K–$15K | Traded → Filed +22d | ||
| Sale | BLK | BlackRock, Inc. Common Stock | · partial · SP (partial sale, spouse-owned) | $1K–$15K | Traded → Filed +22d | ||
| Purchase | — | GOOGL - Alphabet Inc. - Class C Capital Stock | · SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +23d | |
| Purchase | AVGO | Broadcom Inc. - Common Stock | · SP (spouse-owned) | $1K–$15K | Traded → Filed +23d | ||
| Sale | SBUX | Starbucks Corp | · partial · SP (partial sale, spouse-owned) | $1K–$15K | Traded → Filed +8d | ||
| Sale | MSFT | Microsoft Corp | · partial · SP (partial sale, spouse-owned) | $1K–$15K | Traded → Filed +21d | ||
| Sale | AAPL | Apple Inc | · partial · SP (partial sale, spouse-owned) | $1K–$15K | Traded → Filed +21d | ||
| Sale | GOOGL | Alphabet Cl A | · partial · SP (partial sale, spouse-owned) | $1K–$15K | Traded → Filed +21d | ||
| Sale | K | Kellanova | · SP (spouse-owned) | $1K–$15K | Traded → Filed +26d | ||
| Purchase | META | Meta Platforms Inc | · SP (spouse-owned) | $1K–$15K | Traded → Filed +21d | ||
| Sale | PAYX | Paychex Inc | · partial · SP (partial sale, spouse-owned) | $1K–$15K | Traded → Filed +21d | ||
| Sale | LOW | Lowe's Companies | · partial · SP (partial sale, spouse-owned) | $1K–$15K | Traded → Filed +21d | ||
| Sale | — | Citigroup Inc New (C) | · partial · SP (partial sale, spouse-owned) | $1K–$15K | no ticker | Traded → Filed +6d | |
| Sale | MSFT | Microsoft Corp | · SP (spouse-owned) | $15K–$50K | Traded → Filed +6d | ||
| Sale | IBM | Intl Business Machines | · partial · SP (partial sale, spouse-owned) | $15K–$50K | Traded → Filed +6d | ||
| Purchase | LLY | Eli Lilly and Company | · SP (spouse-owned) | $1K–$15K | Traded → Filed +11d | ||
| Sale | MSFT | Microsoft Corp | · partial · SP (partial sale, spouse-owned) | $1K–$15K | Traded → Filed +13d | ||
| Sale | LOW | Lowe's Companies | · partial · SP (partial sale, spouse-owned) | $1K–$15K | Traded → Filed +14d | ||
| Sale | PAYX | Paychex Inc | · partial · SP (partial sale, spouse-owned) | $1K–$15K | Traded → Filed +14d | ||
| Sale | LOW | Lowe's Companies | · partial · SP (partial sale, spouse-owned) | $1K–$15K | Traded → Filed +15d | ||
| Sale | COST | Costco Wholesale | · partial · SP (partial sale, spouse-owned) | $1K–$15K | Traded → Filed +18d | ||
| Sale | CVX | Chevron Corp | · partial · SP (partial sale, spouse-owned) | $1K–$15K | Traded → Filed +18d | ||
| Sale | AAPL | Apple Inc | · partial · SP (partial sale, spouse-owned) | $15K–$50K | Traded → Filed +17d | ||
| Sale | MSFT | Microsoft Corp | · partial · SP (partial sale, spouse-owned) | $15K–$50K | Traded → Filed +17d | ||
| Sale | BLK | Blackrock Inc | · partial · SP (partial sale, spouse-owned) | $1K–$15K | Traded → Filed +30d | ||
| Purchase | SHW | Sherwin-Williams Company | · SP (spouse-owned) | $1K–$15K | Traded → Filed +33d | ||
| Purchase | PLD | Prologis Inc | · SP (spouse-owned) | $1K–$15K | Traded → Filed +33d | ||
| Sale | CL | Colgate-Palmolive Company | · SP (spouse-owned) | $1K–$15K | Traded → Filed +4d | ||
| Sale | GD | General Dynamics Corp | · partial · SP (partial sale, spouse-owned) | $1K–$15K | Traded → Filed +4d | ||
| Sale | PPG | PPG Industries | · SP (spouse-owned) | $1K–$15K | Traded → Filed +4d | ||
| Sale | PPG | PPG Industries | · partial · SP (partial sale, spouse-owned) | $1K–$15K | Traded → Filed +5d | ||
| Purchase | GOOGL | Alphabet Cl A | · SP (spouse-owned) | $1K–$15K | Traded → Filed +6d | ||
| Purchase | META | Meta Platforms Inc | · SP (spouse-owned) | $1K–$15K | Traded → Filed +6d |
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 711 transactions
Filing history
SOURCE REPORTS · FILED ↓| Filed | Rows | Receipt |
|---|---|---|
| 2026-08-04 | 5 | |
| 2026-07-06 | 1 | |
| 2026-05-07 | 3 | |
| 2026-04-12 | 1 | |
| 2026-04-04 | 5 | |
| 2026-03-04 | 6 | |
| 2026-02-05 | 1 | |
| 2026-01-06 | 4 | |
| 2025-12-04 | 3 | |
| 2025-11-04 | 10 | |
| 2025-10-05 | 2 | |
| 2025-09-03 | 3 | |
| 2025-08-04 | 13 | |
| 2025-07-04 | 6 | |
| 2025-06-13 | 1 | |
| 2025-05-07 | 3 | |
| 2025-04-10 | 2 | |
| 2025-03-06 | 7 | |
| 2025-02-13 | 12 | |
| 2025-01-06 | 5 | |
| 2024-11-12 | 1 | |
| 2024-10-05 | 6 | |
| 2024-09-05 | 3 | |
| 2024-08-11 | 6 | |
| 2024-07-11 | 1 | |
| 2024-05-13 | 7 | |
| 2024-03-15 | 4 | |
| 2024-02-14 | 2 | |
| 2024-01-12 | 14 | |
| 2023-12-19 | 2 | |
| 2023-12-11 | 1 | |
| 2023-10-14 | 5 | |
| 2023-09-15 | 5 | |
| 2023-07-17 | 8 | |
| 2023-06-14 | 4 | |
| 2023-05-15 | 3 | |
| 2023-03-13 | 2 | |
| 2023-01-17 | 3 | |
| 2022-11-13 | 10 | |
| 2022-08-10 | 2 | |
| 2022-07-15 | 9 | |
| 2022-06-12 | 2 | |
| 2022-03-11 | 5 | |
| 2022-01-21 | 2 | |
| 2022-01-21 | 4 | |
| 2021-11-12 | 1 | |
| 2021-09-15 | 3 | |
| 2021-08-11 | 5 | |
| 2021-07-16 | 4 | |
| 2021-06-08 | 2 | |
| 2021-05-19 | 1 | |
| 2021-04-12 | 6 | |
| 2021-03-14 | 3 | |
| 2021-01-12 | 10 | |
| 2020-07-14 | 1 | |
| 2020-05-14 | 1 | |
| 2020-04-29 | 4 | |
| 2020-01-27 | 1 | |
| 2020-01-12 | 2 | |
| 2019-11-11 | 1 | |
| 2019-07-10 | 7 | |
| 2019-05-11 | 3 | |
| 2019-05-09 | 105 | |
| 2019-05-09 | 20 | |
| 2019-05-09 | 20 | |
| 2019-04-17 | 49 | |
| 2019-03-28 | 1 | |
| 2019-01-11 | 4 | |
| 2018-12-08 | 5 | |
| 2018-12-08 | 1 | |
| 2018-11-08 | 3 | |
| 2018-10-18 | 3 | |
| 2018-08-10 | 1 | |
| 2018-07-14 | 1 | |
| 2018-06-09 | 4 | |
| 2018-05-14 | 105 | |
| 2018-05-14 | 1 | |
| 2018-05-14 | 1 | |
| 2018-04-07 | 2 | |
| 2018-03-08 | 7 | |
| 2018-01-10 | 5 | |
| 2017-11-07 | 8 | |
| 2017-10-16 | 19 | |
| 2017-10-06 | 48 | |
| 2017-10-06 | 2 | |
| 2017-09-11 | 3 | |
| 2017-08-25 | 2 | |
| 2017-07-24 | 3 | |
| 2017-05-06 | 1 | |
| 2017-02-11 | 1 | |
| 2016-12-17 | 1 | |
| 2016-07-22 | 2 | |
| 2016-05-04 | 16 | |
| 2016-04-04 | 1 | |
| 2016-02-08 | 3 | |
| 2015-12-12 | 1 | |
| 2015-11-30 | 1 | |
| 2015-11-13 | 1 | |
| 2015-08-03 | 1 |
Signals
all signals ↗| Ticker | Kind | Filed | Size | Src |
|---|---|---|---|---|
| MSFT | S-5 · Committee-jurisdiction overlapa disclosed trade in an issuer whose sector falls within a committee the member sat on as of the trade date (versioned mapping; membership dated) — context only: no legal, ethical, or causal conflict is established or implied | 2026-08-04 | $15.0K–$50.0K |
Filed dates lag the trades
How this is computed
PTRs are filed up to 45 days after the trade (later when late) — at read time the position may have changed or closed; a signal describes a disclosure, never a current holding.
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 |
|---|---|---|---|
| MSFT | 12 | $54K–$285K§ | 2026-07 |
| AAPL | 8 | $22K–$155K§ | 2026-07 |
| LOW | 5 | $5K–$75K§ | 2025-11 |
| AVGO | 4 | $4K–$60K§ | 2026-04 |
| GOOGL | 4 | $4K–$60K§ | 2025-12 |
| BLK | 3 | $3K–$45K§ | 2026-02 |
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 |
|---|---|---|
| 2014-11-14 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2014-08-12 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2014-03-05 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2014-02-04 | paper filing — needs OCR retained and counted; zero machine-readable rows | |
| 2014-02-04 | paper filing — needs OCR retained and counted; zero machine-readable rows |