Disclosed transactions
165 reported transactions
Amounts are the ranges in the filing. Purchases and sales are disclosures, not a statement of current holdings.
Joe Courtney
Democrat — D–CT-2 · U.S. House · serving since 2007 · House Committee on Armed Services, House Committee on Education and Workforce · member ID C001069Amounts are statutory ranges; totals on this page are therefore ranges too. Amount ranges ↗
- Disclosures
- 165 5 filings · 0 paper · retained
- Net flow · 12m
- — purchases minus sales · statutory ranges, an interval
- Distinct tickers
- 73 across every disclosed row
- Late filings
- 46 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 · 1 rows with no parseable trade date excluded · source: House Clerk + Senate eFD
Disclosed flow by quarter. 24Q4: no purchases, no sales; 25Q1: no purchases, no sales; 25Q2: no purchases, no sales; 25Q3: no purchases, no sales; 25Q4: no purchases, no sales; 26Q1: no purchases, no sales; 26Q2: no purchases, no sales; 26Q3: no purchases, no sales
Net disclosed flow by ticker
flows, not holdings ·§PTRs are flows, not holdings — this table nets disclosed flow intervals; it is NOT a portfolio and cannot become one without the member's annual FD report · 48 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 | IVV | iShares Core S&P 500 ETF (IVV) [ST] | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation | 2020-10-09 | — |
| BUY | VOO | Vanguard S&P 500 ETF (VOO) [ST] | Purchases $15K–$50K; sales — | 1 | 0 | $15.0K to $50.0K net accumulation≈ | 2020-10-16 | — |
| BUY | EFG | iShares MSCI EAFE growth ETF (EFg) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2020-10-09 | — |
| BUY | ESGU | iShares ESg Aware MSCI USA ETF (ESgU) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2020-10-09 | — |
| BUY | FLCB | Franklin Liberty U.S. Core bond ETF (FLCb) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2020-10-16 | — |
| BUY | FLCO | Franklin Liberty Investment grade Corporate ETF (FLCO) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2020-10-16 | — |
| BUY | FLQL | Franklin LibertyQ U.S. Equity ETF (FLQL) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2020-10-16 | — |
| BUY | GOVT | iShares U.S. Treasury bond ETF (gOVT) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2020-10-16 | — |
| BUY | IEF | iShares 7-10 Year Treasury Bond ETF (IEF) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2020-10-09 | — |
| BUY | IEFA | iShares Core MSCI EAFE ETF (IEFA) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2020-10-09 | — |
| BUY | IHI | iShares U.S. Medical Devices ETF (IHI) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2020-10-09 | — |
| BUY | IJR | iShares Core S&P Small-Cap ETF (IJR) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2020-10-09 | — |
| BUY | TLT | iShares 20+ Year Treasury Bond ETF (TLT) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2020-10-09 | — |
| BUY | USMV | iShares MSCI USA Min Vol Factor ETF (USMV) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2020-10-09 | — |
| BUY | VEA | Vanguard FTSE Developed Markets ETF (VEA) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2020-10-16 | — |
| BUY | VLUE | iShares MSCI USA Value Factor ETF (VLUE) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2020-10-09 | — |
| BUY | VWO | Vanguard FTSE Emerging Markets ETF (VWO) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2020-10-16 | — |
| BUY | XSOE | WisdomTree Emerging Markets Ex-State Owned Enterprises Fund (XSOE) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2020-10-09 | — |
| MIXED | C | Citigroup, Inc. (C) [ST] | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2020-08-07 | — |
| MIXED | ABT | Abbott laboratories (AbT) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-08-07 | — |
| MIXED | AMT | American Tower Corporation (AMT) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-08-07 | — |
| MIXED | ANTM | Anthem, Inc. (ANTM) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-08-07 | — |
| MIXED | BLK | blackRock, Inc. (blK) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-08-07 | — |
| MIXED | BLL | ball Corporation (bll) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-08-07 | — |
| MIXED | COF | Capital One Financial Corporation (COF) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-08-07 | — |
| MIXED | COST | Costco Wholesale Corporation (COST) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-08-07 | — |
| MIXED | CSCO | Cisco Systems, Inc. (CSCO) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-08-07 | — |
| MIXED | CVX | Chevron Corporation (CVX) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-08-07 | — |
| MIXED | DHR | danaher Corporation (dHR) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-08-07 | — |
| MIXED | DIS | Walt disney Company (dIS) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-08-07 | — |
| MIXED | FISV | Fiserv, Inc. (FISV) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-08-07 | — |
| MIXED | GOOGL | Alphabet Inc. - Class A (gOOgl) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-08-07 | — |
| MIXED | HD | Home depot, Inc. (Hd) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-08-07 | — |
| MIXED | HLT | Hilton Worldwide Holdings Inc. (HlT) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-08-07 | — |
| MIXED | HON | Honeywell International Inc. (HON) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-08-07 | — |
| MIXED | JPM | JP Morgan Chase & Co. (JPM) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-08-07 | — |
| MIXED | LMT | lockheed Martin Corporation (lMT) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-08-07 | — |
| MIXED | MCHP | Microchip Technology Incorporated (MCHP) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-08-07 | — |
| MIXED | MSFT | Microsoft Corporation (MSFT) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-08-07 | — |
| MIXED | PEP | Pepsico, Inc. (PEP) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-08-07 | — |
| MIXED | PLD | Prologis, Inc. (Pld) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-08-07 | — |
| MIXED | ROST | Ross Stores, Inc. (ROST) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-08-07 | — |
| MIXED | SHW | Sherwin-Williams Company (SHW) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-08-07 | — |
| MIXED | STZ | Constellation brands, Inc. (STZ) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-08-07 | — |
| MIXED | SYY | Sysco Corporation (SYY) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-03-18 | — |
| MIXED | TFC | Truist Financial Corporation (TFC) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-08-07 | — |
| MIXED | TMO | Thermo Fisher Scientific Inc (TMO) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-08-07 | — |
| MIXED | TOT | Total S.A. (TOT) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-05-01 | — |
| MIXED | UNP | union Pacific Corporation (uNP) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-08-07 | — |
| MIXED | V | Visa Inc. (V) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-08-07 | — |
| MIXED | WMT | Walmart Inc. (WMT) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-08-07 | — |
| MIXED | ZTS | Zoetis Inc. Class A (ZTS) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-08-07 | — |
| SELL | BTZ | BlackRock Credit Allocation Income Trust (BTZ) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2020-10-09 | — |
| SELL | DIV | global X Super Dividend ETF (DIV) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2020-10-09 | — |
| SELL | DSU | Blackrock Debt Strategies Fund, Inc. (DSU) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2020-10-09 | — |
| SELL | ET | Energy Transfer LP Common Units (ET) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2020-10-09 | — |
| SELL | EVV | Eaton Vance Limited Duration Income Fund Common Shares of Beneficial Interest (EVV) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2020-10-09 | — |
| SELL | F | Ford Motor Company (F) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2020-10-09 | — |
| SELL | IDV | iShares International Select Dividend ETF (IDV) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2020-10-09 | — |
| SELL | MFC | Manulife Financial Corporation (MFC) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2022-04-05 | — |
| SELL | PUTW | WisdomTree CBOE S&P 500 PutWrite Strategy Fund (PUTW) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2020-10-09 | — |
| SELL | SPTM | SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2020-10-16 | — |
| SELL | SRLN | SPDR Blackstone gSO Senior Loan ETF (SRLN) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2020-10-09 | — |
| SELL | VIG | Vanguard Div Appreciation ETF (VIg) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2020-10-09 | — |
| SELL | VTI | Vanguard Total Stock Market ETF (VTI) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2020-10-09 | — |
| MIXED | AAPL | Apple Inc. (AAPL) [ST] | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2020-10-16 | — |
| MIXED | CB | Chubb limited (Cb) [ST] | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2020-06-02 | — |
| MIXED | KDP | Keurig dr Pepper Inc. (KdP) [ST] | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2020-08-07 | — |
| MIXED | NEE | NextEra Energy, Inc. (NEE) [ST] | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2020-08-07 | — |
| MIXED | AMZN | Amazon.com, Inc. (AMZN) [ST] | Purchases $1K–$15K; sales $15K–$50K | 1 | 1 | −$49.0K to $0≈ | 2020-08-07 | — |
| SELL | BABA | Alibaba group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2020-10-09 | — |
| SELL | NTDOY | Nintendo Co Ltd ADR (NTDOY) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2020-10-09 | — |
| SELL | PBCT | People's United Financial, Inc. (PBCT) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2022-03-03 | — |
Trading profile
VS HOUSE MEDIAN · TICK = MEDIAN · 298 MEMBERS- Filing lag (median)median days between trade date and filing date, over rows that disclose both
- +28dat chamber median — median +28d
- Rows per filingmachine-readable transaction rows per distinct source filing
- 33far above median — median 3.2
- Share ≤ $15K bracket
- 90%small-lot profile — median 69%
- Buy share of rows
- 55%above median — median 47%
- Self-owned share
- 2%family accounts — median 97%
filings incl. 0 paper: 5distinct default-view filings for this member, including paper (needs-OCR) filings that carry zero machine-readable rows · transactions: 165 · disclosed flow · trailing 12m: —sum 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: 46rows filed past the STOCK Act's 45-day window
Medians are per member across the 298 House members with disclosed rows in this build — one observation each, so a high-volume filer does not become the chamber. Statistics describe the filing record, never intent.
Sector mix
taxonomy v1 · SIC as of 2026-09-14| Sector | Trades | Flow range |
|---|---|---|
| manufacturing | 29 | $29K–$435K |
| finance-insurance-realestate | 19 | $19K–$285K |
| services | 13 | $27K–$230K |
| retail | 12 | $26K–$215K |
| transport-utilities | 6 | $6K–$90K |
| wholesale | 2 | $2K–$30K |
| no ticker disclosed coverage | 48 | Over $173K |
| ticker not resolved to an issuer coverage | 33 | $89K–$635K |
| issuer has no SIC on record coverage | 3 | $3K–$45K |
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 v1Serves on: House Committee on Armed Services · House Committee on Education and Workforce
No disclosed trades fall inside this member's committee jurisdictions as of their trade dates · 81 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
165 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 | MFC | Manulife Financial Corporation (MFC) [ST] | — | $1K–$15K | Traded → Filed +7d | ||
| Sale | PBCT | People's United Financial, Inc. (PBCT) [ST] | — | $15K–$50K | Traded → Filed +40d | ||
| Purchase | FLQL | Franklin LibertyQ U.S. Equity ETF (FLQL) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +31d | ||
| Sale | — | Pimco FDS Income Institutional [OT] | · SP (spouse-owned) | $15K–$50K | no ticker | Traded → Filed +31d | |
| Purchase | VEA | Vanguard FTSE Developed Markets ETF (VEA) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +31d | ||
| Sale | — | Loomis Sayles Senior Float Rate [OT] | · SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +31d | |
| Purchase | — | goldman Sachs International Equity Insights [OT] | · SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +31d | |
| Purchase | — | Franklin growth Fund Advantage [OT] | · SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +31d | |
| Purchase | — | Templeton Developing Markets Trust [OT] | · SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +31d | |
| Sale | SPTM | SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +31d | ||
| Purchase | — | Franklin International growth Advisor Class [OT] | · SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +31d | |
| Purchase | FLCO | Franklin Liberty Investment grade Corporate ETF (FLCO) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +31d | ||
| Purchase | FLCB | Franklin Liberty U.S. Core bond ETF (FLCb) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +31d | ||
| Purchase | VWO | Vanguard FTSE Emerging Markets ETF (VWO) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +31d | ||
| Purchase | — | Franklin Small Cap growth Fund [OT] | · SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +31d | |
| Sale | — | T Rowe Price blue Chip growth [OT] | · SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +31d | |
| Purchase | GOVT | iShares U.S. Treasury bond ETF (gOVT) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +31d | ||
| Purchase | — | Franklin Small Cap Value Fund [OT] | · SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +31d | |
| Sale | AAPL | Apple Inc. (AAPL) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +31d | ||
| Purchase | VOO | Vanguard S&P 500 ETF (VOO) [ST] | · SP (spouse-owned) | $15K–$50K | Traded → Filed +31d | ||
| Purchase | — | JP Morgan Mortgage backed Securities [OT] | · SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +31d | |
| Sale | — | Federated MDT Small Cap growth [OT] | · SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +31d | |
| Sale | — | WCM Focused International growth [OT] | · SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +31d | |
| Sale | ET | Energy Transfer LP Common Units (ET) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +28d | ||
| Sale | DIV | global X Super Dividend ETF (DIV) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +28d | ||
| Sale | VTI | Vanguard Total Stock Market ETF (VTI) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +28d | ||
| Purchase | XSOE | WisdomTree Emerging Markets Ex-State Owned Enterprises Fund (XSOE) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +28d | ||
| Sale | — | Rivernorth Funds Doubleline Strategic Income [OT] | · SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +28d | |
| Sale | F | Ford Motor Company (F) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +28d | ||
| Purchase | IHI | iShares U.S. Medical Devices ETF (IHI) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +28d | ||
| Sale | DSU | Blackrock Debt Strategies Fund, Inc. (DSU) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +28d | ||
| Sale | PUTW | WisdomTree CBOE S&P 500 PutWrite Strategy Fund (PUTW) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +28d | ||
| Purchase | — | Blackrock Technologies Opportunity Fund - BgSIX [OT] | · SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +28d | |
| Sale | NTDOY | Nintendo Co Ltd ADR (NTDOY) [ST] | · SP (spouse-owned) | $15K–$50K | Traded → Filed +28d | ||
| Purchase | — | Blackrock High Yield Municipal Fund - MAYHX [OT] | · SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +28d | |
| Sale | BTZ | BlackRock Credit Allocation Income Trust (BTZ) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +28d | ||
| Purchase | — | Blackrock Advantage Large Cap - MALRX [OT] | · SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +28d | |
| Sale | VIG | Vanguard Div Appreciation ETF (VIg) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +28d | ||
| Purchase | — | Blackrock National Municipal Fund - MANLX [OT] | · SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +28d | |
| Purchase | IJR | iShares Core S&P Small-Cap ETF (IJR) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +28d | ||
| Purchase | TLT | iShares 20+ Year Treasury Bond ETF (TLT) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +28d | ||
| Purchase | — | Blackrock Emerging Markets Fund - MADCX [OT] | · SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +28d | |
| Purchase | IVV | iShares Core S&P 500 ETF (IVV) [ST] | · SP (spouse-owned) | $15K–$50K | Traded → Filed +28d | ||
| Purchase | — | Pimco Municipal Bond Fund - PMUPX [OT] | · SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +28d | |
| Sale | — | WCM Focused Int'l growth [OT] | · SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +28d | |
| Purchase | VLUE | iShares MSCI USA Value Factor ETF (VLUE) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +28d | ||
| Purchase | IEF | iShares 7-10 Year Treasury Bond ETF (IEF) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +28d | ||
| Sale | — | Pimco Investments Income Inst'l [OT] | · SP (spouse-owned) | $15K–$50K | no ticker | Traded → Filed +28d | |
| Sale | SRLN | SPDR Blackstone gSO Senior Loan ETF (SRLN) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +28d | ||
| Sale | — | goldman Sachs Dynamic Muni Income Fund [OT] | · SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +28d |
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 165 transactions
Filing history
SOURCE REPORTS · FILED ↓Signals
window 2026-06-16 → 2026-09-14No signals for this member in the retained window — a computed answer over the rules on /signals, not an absence of coverage.
PLANNED annual holdings · 13F overlap
Additional disclosure analysis
Most-disclosed tickers
trailing 24mNo tickers disclosed in the trailing 24 months.
Reporting window
Published 2026-09-14
Trade date and filing date are retained separately. Late and unparseable records stay identified in the data.
Holdings coverage
Annual holdings are not in this view
Periodic transaction reports do not establish a portfolio. Annual holdings and reconciliation require annual financial-disclosure records.