Disclosed transactions
790 reported transactions
Amounts are the ranges in the filing. Purchases and sales are disclosures, not a statement of current holdings.
Katherine M. Clark
Democrat — D–MA-5 · U.S. House · serving since 2013 · member ID C001101Amounts are statutory ranges; totals on this page are therefore ranges too. Amount ranges ↗
- Disclosures
- 790 76 filings · 0 paper · retained
- Net flow · 12m
- $825K to $2.0M purchases minus sales · statutory ranges, an interval
- Distinct tickers
- 150 across every disclosed row
- Late filings
- 465 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 · 4 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, sales $30K–$100K; 25Q4: purchases $700K–$1.5M, no sales; 26Q1: no purchases, no sales; 26Q2: purchases $225K–$550K, 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 · 128 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 | BRK.B | berkshire Hathaway Inc. New (bRK.b) | Purchases $33K–$145K; sales — | 5 | 0 | $33.0K to $145K net accumulation | 2015-12-08 | — |
| BUY | WLP | WellPoint, Inc. (WlP) | Purchases $3K–$45K; sales — | 3 | 0 | $3.0K to $45.0K net accumulation≈ | 2014-08-14 | — |
| BUY | CCE | Coca-Cola European Partners plc Ordinary Shares (CCE) | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2016-10-11 | — |
| BUY | F | Ford Motor Company (F) | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2017-04-25 | — |
| BUY | T | aT&T Inc. (T) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2019-03-13 | — |
| MIXED | WBD | Warner Bros. Discovery, Inc. - Series A (WBD) [ST] | Purchases —; sales — | 0 | 0 | $0 | 2022-04-08 | — |
| MIXED | CSCO | Cisco Systems, Inc. (CSCO) [ST] | Purchases $5K–$75K; sales $1K–$15K | 5 | 1 | −$10.0K to $74.0K≈ | 2021-09-16 | — |
| MIXED | HPQ | Hewlett-Packard Company (HPQ) | Purchases $4K–$60K; sales $1K–$15K | 4 | 1 | −$11.0K to $59.0K≈ | 2015-11-18 | — |
| MIXED | KRFT | Kraft Foods group, Inc. (KRFT) | Purchases $3K–$45K; sales $1K–$15K | 3 | 1 | −$12.0K to $44.0K≈ | 2014-08-14 | — |
| MIXED | AY | Atlantica Sustainable Infrastructure plc - Ordinary Shares (AY) [ST] | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2021-09-16 | — |
| MIXED | BBY | best buy Co., Inc. (bbY) [ST] | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2021-09-16 | — |
| MIXED | CLNE | Clean Energy Fuels Corp. (ClNE) [ST] | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2021-09-16 | — |
| MIXED | M | Macy's Inc (M) | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2015-11-18 | — |
| MIXED | MA | Mastercard Incorporated (MA) [ST] | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2021-09-16 | — |
| MIXED | NLY | annaly Capital Management Inc (NlY) | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2014-09-18 | — |
| MIXED | PEP | Pepsico, Inc. (PEP) [ST] | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2021-09-16 | — |
| MIXED | PHG | Koninklijke Philips N.V. NY Registry Shares (PHg) [ST] | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2021-09-16 | — |
| MIXED | PKG | Packaging Corporation of america (PKg) | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2015-11-18 | — |
| MIXED | SAP | SAP SE ADS (SAP) [ST] | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2021-09-16 | — |
| MIXED | SLB | Schlumberger N.V. (Slb) | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2017-07-03 | — |
| MIXED | SONY | Sony group Corporation American Depositary Shares (SONY) [ST] | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2021-09-16 | — |
| MIXED | SPGI | S&P global Inc. (SPgI) [ST] | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2021-09-16 | — |
| MIXED | CTL | Centurylink, Inc. (CTl) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2015-01-22 | — |
| MIXED | DIS | Walt Disney Company (DIS) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2014-09-05 | — |
| MIXED | EXC | Exelon Corporation (EXC) | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2015-11-19 | — |
| SELL | BGS | b&g Foods, Inc. b&g Foods, Inc. (bgS) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-03-13 | — |
| SELL | GCI | gannett Co., Inc. (gCI) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-04-15 | — |
| SELL | HYH | Halyard Health, Inc. (HYH) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-11-13 | — |
| SELL | MAT | Mattel, Inc. (MaT) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-01-10 | — |
| SELL | PPG | PPg Industries, Inc. (PPg) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-09-26 | — |
| SELL | WPG | Washington Prime group Inc. (WPg) | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2014-06-05 | — |
| MIXED | AMCX | AMC Networks Inc. - Class A (AMCX) [ST] | Purchases $4K–$60K; sales $2K–$30K | 4 | 2 | −$26.0K to $58.0K≈ | 2020-04-03 | — |
| MIXED | ORCL | Oracle Corporation (ORCl) [ST] | Purchases $4K–$60K; sales $2K–$30K | 4 | 2 | −$26.0K to $58.0K≈ | 2021-09-16 | — |
| MIXED | HAS | Hasbro, Inc. (HAS) [ST] | Purchases $3K–$45K; sales $2K–$30K | 3 | 2 | −$27.0K to $43.0K≈ | 2020-03-02 | — |
| MIXED | MOS | Mosaic Company (MOS) [ST] | Purchases $3K–$45K; sales $2K–$30K | 3 | 2 | −$27.0K to $43.0K≈ | 2020-10-22 | — |
| MIXED | MPC | Marathon Petroleum Corporation (MPC) [ST] | Purchases $3K–$45K; sales $2K–$30K | 3 | 2 | −$27.0K to $43.0K≈ | 2020-03-20 | — |
| MIXED | VZ | Verizon Communications Inc. (VZ) | Purchases $3K–$45K; sales $2K–$30K | 3 | 2 | −$27.0K to $43.0K≈ | 2015-08-24 | — |
| MIXED | ABT | Abbott laboratories (AbT) [ST] | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2020-11-10 | — |
| MIXED | AMT | American Tower Corporation (AMT) [ST] | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2019-05-12 | — |
| MIXED | BMY | bristol-Myers Squibb Company (bMY) [ST] | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2020-10-22 | — |
| MIXED | CB | Chubb limited (Cb) [ST] | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2018-07-06 | — |
| MIXED | CHKP | Check Point Software Technologies ltd. - Ordinary Shares (CHKP) [ST] | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2018-10-01 | — |
| MIXED | CHL | China Mobile limited (CHl) [ST] | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2018-04-09 | — |
| MIXED | CNC | Centene Corporation (CNC) [ST] | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2019-11-05 | — |
| MIXED | COST | Costco Wholesale Corporation (COST) [ST] | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2020-11-05 | — |
| MIXED | D | Dominion Energy, Inc. (D) [ST] | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2017-01-05 | — |
| MIXED | ELAN | Elanco Animal Health Incorporated (ElAN) [ST] | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2020-11-05 | — |
| MIXED | EW | Edwards lifesciences Corporation (EW) [ST] | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2021-09-16 | — |
| MIXED | FIS | Fidelity National Information Services, Inc. (FIS) [ST] | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2020-11-05 | — |
| MIXED | FLIR | FlIR Systems, Inc. (FlIR) [ST] | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2020-11-05 | — |
| MIXED | HOLX | Hologic, Inc. (HOlX) [ST] | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2020-11-05 | — |
| MIXED | HSBC | HSbC Holdings, plc. (HSbC) [ST] | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2020-10-22 | — |
| MIXED | IVZ | Invesco ltd (IVZ) [ST] | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2019-11-05 | — |
| MIXED | LGND | ligand Pharmaceuticals Incorporated (lgNd) [ST] | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2020-10-22 | — |
| MIXED | LHX | l3Harris Technologies, Inc. (lHX) [ST] | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2020-11-05 | — |
| MIXED | MDT | Medtronic plc. Ordinary Shares (MdT) [ST] | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2020-11-05 | — |
| MIXED | MET | Metlife, Inc. (MET) | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2017-04-04 | — |
| MIXED | NGG | National grid Transco, PlC National grid PlC (Ngg) [ST] | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2020-11-05 | — |
| MIXED | NKE | Nike, Inc. (NKE) | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2017-07-03 | — |
| MIXED | ORAN | Orange (ORAN) [ST] | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2021-07-27 | — |
| MIXED | RBA | Ritchie bros. Auctioneers Incorporated (RbA) [ST] | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2020-03-02 | — |
| MIXED | SEE | Sealed Air Corporation (SEE) [ST] | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2018-10-01 | — |
| MIXED | STT | State Street Corporation (STT) [ST] | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2021-09-16 | — |
| MIXED | UNH | unitedHealth group Incorporated Common Stock (uNH) [ST] | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2020-10-22 | — |
| MIXED | WM | Waste Management, Inc. (WM) | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2018-01-03 | — |
| MIXED | XYL | Xylem Inc. Common Stock New (XYl) [ST] | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2021-06-04 | — |
| MIXED | BP | bP p.l.c. (bP) | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2014-09-04 | — |
| MIXED | HP | Helmerich & Payne, Inc. (HP) | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2015-11-18 | — |
| MIXED | NYCB | New York Community Bancorp, Inc. Common Stock (NYCB) [ST] | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2024-03-01 | — |
| MIXED | PSX | Phillips 66 (PSX) | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2014-07-08 | — |
| SELL | ACN | accenture plc. Class a ordinary Shares (aCN) | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2014-09-17 | — |
| SELL | AMLP | alerian MlP ETF (aMlP) | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2014-10-15 | — |
| SELL | CME | CME group Inc. - Class a (CME) | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2014-03-13 | — |
| SELL | ETN | Eaton Corporation, PlC ordinary Shares (ETN) | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2014-07-30 | — |
| SELL | IBM | International business Machines Corporation (IbM) | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2014-05-29 | — |
| SELL | TRV | The Travelers Companies, Inc. (TRV) | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2014-03-13 | — |
| SELL | VAW | Vanguard Materials ETF (VAW) [ST] | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2020-11-05 | — |
| MIXED | MO | altria group, Inc. (MO) | Purchases $18K–$95K; sales $15K–$50K | 4 | 1 | −$32.0K to $80.0K≈ | 2015-02-27 | — |
| MIXED | TWTR | Twitter, Inc. (TWTR) | Purchases $17K–$80K; sales $15K–$50K | 3 | 1 | −$33.0K to $65.0K≈ | 2018-03-27 | — |
| MIXED | OKE | oNEoK, Inc. (oKE) | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2015-05-07 | — |
| MIXED | OXY | Occidental Petroleum Corporation (OXY) | Purchases $15K–$50K; sales $15K–$50K | 1 | 1 | −$35.0K to $35.0K≈ | 2015-03-11 | — |
| MIXED | HON | Honeywell International Inc. (HON) [ST] | Purchases $4K–$60K; sales $3K–$45K | 4 | 3 | −$41.0K to $57.0K≈ | 2021-09-16 | — |
| MIXED | NVO | Novo Nordisk A/S (NVO) [ST] | Purchases $4K–$60K; sales $3K–$45K | 4 | 3 | −$41.0K to $57.0K≈ | 2021-09-16 | — |
| MIXED | UBS | ubS group Ag Registered Ordinary Shares (ubS) [ST] | Purchases $4K–$60K; sales $3K–$45K | 4 | 3 | −$41.0K to $57.0K≈ | 2021-09-16 | — |
| MIXED | V | Visa Inc. (V) [ST] | Purchases $4K–$60K; sales $3K–$45K | 4 | 3 | −$41.0K to $57.0K≈ | 2021-09-16 | — |
| MIXED | APC | Anadarko Petroleum Corporation (APC) [ST] | Purchases $3K–$45K; sales $3K–$45K | 3 | 3 | −$42.0K to $42.0K≈ | 2019-06-04 | — |
| MIXED | CLX | Clorox Company (ClX) [ST] | Purchases $2K–$30K; sales $3K–$45K | 2 | 3 | −$43.0K to $27.0K≈ | 2018-10-01 | — |
| MIXED | LYB | lyondellbasell Industries NV ordinary Shares Class a (lYb) | Purchases $2K–$30K; sales $3K–$45K | 2 | 3 | −$43.0K to $27.0K≈ | 2015-05-07 | — |
| MIXED | SCCO | Southern Copper Corporation (SCCO) [ST] | Purchases $2K–$30K; sales $3K–$45K | 2 | 3 | −$43.0K to $27.0K≈ | 2019-01-29 | — |
| MIXED | SE | Spectra Energy Corp (SE) | Purchases $2K–$30K; sales $3K–$45K | 2 | 3 | −$43.0K to $27.0K≈ | 2014-12-17 | — |
| MIXED | BA | boeing Company (ba) | Purchases $1K–$15K; sales $3K–$45K | 1 | 3 | −$44.0K to $12.0K≈ | 2014-06-25 | — |
| MIXED | PM | Philip Morris International Inc (PM) | Purchases $1K–$15K; sales $3K–$45K | 1 | 3 | −$44.0K to $12.0K≈ | 2014-09-26 | — |
| MIXED | QCOM | QualCoMM Incorporated (QCoM) | Purchases $1K–$15K; sales $3K–$45K | 1 | 3 | −$44.0K to $12.0K≈ | 2014-11-10 | — |
| SELL | CVX | Chevron Corporation (CVX) | Purchases —; sales $3K–$45K | 0 | 3 | −$45.0K to −$3.0K net disposal≈ | 2014-10-02 | — |
| SELL | JCI | Johnson Controls, Inc. (JCI) | Purchases —; sales $3K–$45K | 0 | 3 | −$45.0K to −$3.0K net disposal≈ | 2014-05-05 | — |
| SELL | LVS | las Vegas Sands Corp. (lVS) | Purchases —; sales $3K–$45K | 0 | 3 | −$45.0K to −$3.0K net disposal≈ | 2014-06-09 | — |
| SELL | PFE | Pfizer, Inc. (PFE) | Purchases —; sales $3K–$45K | 0 | 3 | −$45.0K to −$3.0K net disposal≈ | 2014-06-09 | — |
| MIXED | FSLR | First Solar, Inc. (FSlR) [ST] | Purchases $4K–$60K; sales $15K–$50K | 4 | 1 | −$46.0K to $45.0K≈ | 2021-09-16 | — |
| MIXED | CHD | Church & Dwight Company, Inc. (CHD) | Purchases $3K–$45K; sales $15K–$50K | 3 | 1 | −$47.0K to $30.0K≈ | 2015-11-19 | — |
| MIXED | LLY | Eli lilly and Company (llY) | Purchases $3K–$45K; sales $15K–$50K | 3 | 1 | −$47.0K to $30.0K≈ | 2015-11-18 | — |
| MIXED | USB | u.S. bancorp (uSb) | Purchases $2K–$30K; sales $15K–$50K | 2 | 1 | −$48.0K to $15.0K≈ | 2014-05-05 | — |
| MIXED | AAPL | Apple Inc. (AAPl) [ST] | Purchases $56K–$190K; sales $7K–$105K | 7 | 7 | −$49.0K to $183K≈ | 2020-11-10 | — |
| MIXED | JNJ | Johnson & Johnson (JNJ) | Purchases $1K–$15K; sales $15K–$50K | 1 | 1 | −$49.0K to $0≈ | 2015-11-19 | — |
| MIXED | PNC | PNC Financial Services group, Inc. (PNC) [ST] | Purchases $1K–$15K; sales $15K–$50K | 1 | 1 | −$49.0K to $0≈ | 2019-01-25 | — |
| SELL | ANTM | anthem, Inc. (aNTM) | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2015-11-19 | — |
| SELL | CCT | Corporate Capital Trust, Inc. (CCT) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2019-01-25 | — |
| SELL | FSK | FS KKR Capital Corp. (FSK) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2019-01-25 | — |
| SELL | KHC | The Kraft Heinz Company (KHC) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2019-01-25 | — |
| SELL | WFC | Wells Fargo & Company (WFC) | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2017-02-13 | — |
| MIXED | ABB | Abb ltd (Abb) [ST] | Purchases $4K–$60K; sales $4K–$60K | 4 | 4 | −$56.0K to $56.0K≈ | 2021-07-27 | — |
| MIXED | BLK | blackRock, Inc. (blK) [ST] | Purchases $4K–$60K; sales $4K–$60K | 4 | 4 | −$56.0K to $56.0K≈ | 2021-06-04 | — |
| MIXED | MSFT | Microsoft Corporation (MSFT) [ST] | Purchases $4K–$60K; sales $4K–$60K | 4 | 4 | −$56.0K to $56.0K≈ | 2021-09-16 | — |
| MIXED | EMR | Emerson Electric Company (EMR) [ST] | Purchases $2K–$30K; sales $4K–$60K | 2 | 4 | −$58.0K to $26.0K≈ | 2020-04-03 | — |
| MIXED | GE | general Electric Company (gE) [ST] | Purchases $2K–$30K; sales $4K–$60K | 2 | 4 | −$58.0K to $26.0K≈ | 2017-01-05 | — |
| MIXED | INVH | Invitation Homes Inc. (INVH) [ST] | Purchases $2K–$30K; sales $4K–$60K | 2 | 4 | −$58.0K to $26.0K≈ | 2020-11-05 | — |
| MIXED | IRM | Iron Mountain Incorporated (IRM) [ST] | Purchases $2K–$30K; sales $4K–$60K | 2 | 4 | −$58.0K to $26.0K≈ | 2021-07-27 | — |
| MIXED | PXD | Pioneer Natural Resources Company (PXd) [ST] | Purchases $2K–$30K; sales $4K–$60K | 2 | 4 | −$58.0K to $26.0K≈ | 2019-11-05 | — |
| MIXED | SKX | Skechers u.S.A., Inc. (SKX) [ST] | Purchases $1K–$15K; sales $4K–$60K | 1 | 4 | −$59.0K to $11.0K≈ | 2020-11-05 | — |
| MIXED | VTR | Ventas, Inc. (VTR) | Purchases $4K–$60K; sales $16K–$65K | 4 | 2 | −$61.0K to $44.0K≈ | 2015-05-07 | — |
| MIXED | DOW | Dow Chemical Company (DoW) | Purchases $3K–$45K; sales $16K–$65K | 3 | 2 | −$62.0K to $29.0K≈ | 2015-05-07 | — |
| MIXED | TXN | Texas Instruments Incorporated (TXN) | Purchases $3K–$45K; sales $16K–$65K | 3 | 2 | −$62.0K to $29.0K≈ | 2015-11-18 | — |
| MIXED | WEC | Wisconsin Energy Corporation (WEC) | Purchases $16K–$65K; sales $17K–$80K | 2 | 3 | −$64.0K to $48.0K≈ | 2015-03-10 | — |
| SELL | LMT | lockheed Martin Corporation (lMT) | Purchases $1K–$15K; sales $16K–$65K | 1 | 2 | −$64.0K to −$1.0K net disposal≈ | 2015-05-07 | — |
| SELL | NEE | NextEra Energy, Inc. (NEE) | Purchases $1K–$15K; sales $16K–$65K | 1 | 2 | −$64.0K to −$1.0K net disposal≈ | 2015-05-07 | — |
| SELL | KO | Coca-Cola Company (KO) [ST] | Purchases —; sales $16K–$65K | 0 | 2 | −$65.0K to −$16.0K net disposal≈ | 2023-10-09 | — |
| SELL | MMM | 3M Company (MMM) | Purchases —; sales $16K–$65K | 0 | 2 | −$65.0K to −$16.0K net disposal≈ | 2015-11-18 | — |
| SELL | TWC | Time Warner Cable Inc (TWC) | Purchases —; sales $16K–$65K | 0 | 2 | −$65.0K to −$16.0K net disposal≈ | 2015-03-11 | — |
| SELL | WMB | Williams Companies, Inc. (WMb) | Purchases —; sales $16K–$65K | 0 | 2 | −$65.0K to −$16.0K net disposal≈ | 2015-03-10 | — |
| MIXED | CCEP | Coca-Cola Europacific Partners plc - Ordinary Shares (CCEP) [ST] | Purchases $4K–$60K; sales $5K–$75K | 4 | 5 | −$71.0K to $55.0K≈ | 2021-09-16 | — |
| MIXED | JPM | JP Morgan Chase & Co. (JPM) [ST] | Purchases $3K–$45K; sales $5K–$75K | 3 | 5 | −$72.0K to $40.0K≈ | 2020-11-05 | — |
| MIXED | KLAC | Kla-Tencor Corporation (KlaC) | Purchases $3K–$45K; sales $5K–$75K | 3 | 5 | −$72.0K to $40.0K≈ | 2015-05-07 | — |
| MIXED | SNE | Sony Corporation (SNE) [ST] | Purchases $3K–$45K; sales $5K–$75K | 3 | 5 | −$72.0K to $40.0K≈ | 2020-11-05 | — |
| MIXED | MRK | Merck & Company, Inc. Common Stock (MRK) [ST] | Purchases $6K–$90K; sales $17K–$80K | 6 | 3 | −$74.0K to $73.0K≈ | 2021-09-16 | — |
| MIXED | AMGN | Amgen Inc. (AMgN) | Purchases $5K–$75K; sales $17K–$80K | 5 | 3 | −$75.0K to $58.0K≈ | 2017-10-05 | — |
| MIXED | UNP | union Pacific Corporation (uNP) [ST] | Purchases $4K–$60K; sales $17K–$80K | 4 | 3 | −$76.0K to $43.0K≈ | 2020-11-05 | — |
| MIXED | COP | ConocoPhillips (COP) | Purchases $3K–$45K; sales $17K–$80K | 3 | 3 | −$77.0K to $28.0K≈ | 2014-12-17 | — |
| MIXED | NSC | Norfolk Southern Corporation (NSC) [ST] | Purchases $3K–$45K; sales $17K–$80K | 3 | 3 | −$77.0K to $28.0K≈ | 2019-01-25 | — |
| MIXED | ABBV | abbVie Inc. (abbV) | Purchases $2K–$30K; sales $17K–$80K | 2 | 3 | −$78.0K to $13.0K≈ | 2016-12-16 | — |
| MIXED | AMP | ameriprise Financial, Inc. (aMP) | Purchases $2K–$30K; sales $17K–$80K | 2 | 3 | −$78.0K to $13.0K≈ | 2015-01-22 | — |
| MIXED | UPS | united Parcel Service, Inc. (uPS) [ST] | Purchases $2K–$30K; sales $17K–$80K | 2 | 3 | −$78.0K to $13.0K≈ | 2020-01-30 | — |
| MIXED | GSK | glaxoSmithKline PlC (gSK) [ST] | Purchases $6K–$90K; sales $6K–$90K | 6 | 6 | −$84.0K to $84.0K≈ | 2021-06-04 | — |
| MIXED | SBUX | Starbucks Corporation (SbuX) [ST] | Purchases $6K–$90K; sales $6K–$90K | 6 | 6 | −$84.0K to $84.0K≈ | 2021-09-16 | — |
| MIXED | GOOGL | Alphabet Inc. - Class A (gOOgl) [ST] | Purchases $2K–$30K; sales $6K–$90K | 2 | 6 | −$88.0K to $24.0K≈ | 2021-09-16 | — |
| MIXED | INTC | Intel Corporation (INTC) [ST] | Purchases $21K–$140K; sales $19K–$110K | 7 | 5 | −$89.0K to $121K≈ | 2021-09-16 | — |
| MIXED | DFS | discover Financial Services (dFS) | Purchases $5K–$75K; sales $18K–$95K | 5 | 4 | −$90.0K to $57.0K≈ | 2017-07-03 | — |
| MIXED | KMB | Kimberly-Clark Corporation (KMb) [ST] | Purchases $5K–$75K; sales $18K–$95K | 5 | 4 | −$90.0K to $57.0K≈ | 2020-10-22 | — |
| SELL | PG | Procter & Gamble Company (PG) [ST] | Purchases $1K–$15K; sales $30K–$100K | 1 | 2 | −$99.0K to −$15.0K net disposal≈ | 2025-09-17 | — |
| MIXED | TSM | Taiwan Semiconductor Manufacturing Company ltd. (TSM) [ST] | Purchases $2K–$30K; sales $7K–$105K | 2 | 7 | −$103K to $23.0K≈ | 2021-09-16 | — |
| MIXED | SPG | Simon Property group, Inc. (SPg) [ST] | Purchases $6K–$90K; sales $19K–$110K | 6 | 5 | −$104K to $71.0K≈ | 2021-09-16 | — |
| MIXED | HD | Home Depot, Inc. (HD) [ST] | Purchases $6K–$90K; sales $22K–$155K | 6 | 8 | −$149K to $68.0K≈ | 2021-09-16 | — |
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
- +53dslower than chamber — median +28d
- Rows per filingmachine-readable transaction rows per distinct source filing
- 10far above median — median 3.2
- Share ≤ $15K bracket
- 90%small-lot profile — median 69%
- Buy share of rows
- 47%≈ chamber — median 47%
- Self-owned share
- 49%family accounts — median 97%
filings incl. 0 paper: 76distinct default-view filings for this member, including paper (needs-OCR) filings that carry zero machine-readable rows · transactions: 790 · disclosed flow · trailing 12m: $955K–$2.2Msum of statutory bucket bounds over the trailing 12 months — an interval, not an estimate of value · median lag: +53dmedian days between trade date and filing date, over rows that disclose both · late filings: 465rows 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 | 288 | $631K–$5.1M |
| finance-insurance-realestate | 102 | $186K–$1.7M |
| services | 62 | $62K–$930K |
| transport-utilities | 61 | $187K–$1.2M |
| retail | 36 | $50K–$575K |
| mining | 13 | $41K–$265K |
| wholesale | 6 | $6K–$90K |
| no ticker disclosed coverage | 128 | Over $2.7M |
| ticker not resolved to an issuer coverage | 93 | $205K–$1.7M |
| issuer has no SIC on record coverage | 1 | $15K–$50K |
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 |
|---|---|---|---|---|
| 2026-07-14 | UNITED STATES TREAS SER AK- 2028; 4.25%; Due 02/15/2028 [GS] — asset type as filed: GS — asset as filed, no ticker disclosed | Purchase | $50K–$100K | |
| 2026-07-14 | UNITED STATES TREAS SER AF- 2027; 4.125%; Due 10/31/2027 [GS] — asset type as filed: GS — asset as filed, no ticker disclosed | Purchase | $50K–$100K | |
| 2026-07-14 | UNITED STATES TREAS SER AJ- 2028; 4.25%; Due 01/15/2028 [GS] — asset type as filed: GS — asset as filed, no ticker disclosed | Purchase | $50K–$100K | |
| 2026-07-14 | UNITED STATES TREAS SER AK- 2028; 4.25%; Due 02/15/2028 [GS] — asset type as filed: GS — asset as filed, no ticker disclosed | Purchase | $15K–$50K | |
| 2026-07-14 | UNITED STATES TREAS SER AF- 2027; 4.125%; Due 10/31/2027 [GS] — asset type as filed: GS — asset as filed, no ticker disclosed | Purchase | $15K–$50K |
Ranked by disclosed lower bound, last 90 daysRanked by the disclosed lower bound, over the trailing 90 days by filed date.
Committees · jurisdiction overlap
membership snapshot 2026-09-14 · jurisdiction mapping v1No committee memberships on record in the snapshot.
No disclosed trades fall inside this member's committee jurisdictions as of their trade dates · 566 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
790 rows · filed date desc · as of 2026-09-14 13:21 UTC| Kind | Ticker | Asset | OwnerFilings under this member include transactions by spouse (SP), dependent children (DC), and joint accounts (JT) — the STOCK Act does not distinguish who directed a trade. Owner codes ↗ | Range | Amount range | Traded → Filed | Source |
|---|---|---|---|---|---|---|---|
| Purchase | — | UNITED STATES TREAS SER AK- 2028; 4.25%; Due 02/15/2028 [GS] | — | $15K–$50K | no ticker | Traded → Filed +28d | |
| Purchase | — | UNITED STATES TREAS SER AK- 2028; 4.25%; Due 02/15/2028 [GS] | — | $50K–$100K | no ticker | Traded → Filed +28d | |
| Purchase | — | UNITED STATES TREAS SER AF- 2027; 4.125%; Due 10/31/2027 [GS] | — | $50K–$100K | no ticker | Traded → Filed +28d | |
| Purchase | — | UNITED STATES TREAS SER AJ- 2028; 4.25%; Due 01/15/2028 [GS] | — | $50K–$100K | no ticker | Traded → Filed +28d | |
| Purchase | — | UNITED STATES TREAS SER AF- 2027; 4.125%; Due 10/31/2027 [GS] | — | $15K–$50K | no ticker | Traded → Filed +28d | |
| Purchase | — | UNITED STATES TREAS SER AJ- 2028; 4.25%; Due 01/15/2028 [GS] | — | $15K–$50K | no ticker | Traded → Filed +28d | |
| Purchase | — | UNITED STATES TREAS SER AV- 2027; 4.0%; Due 12/15/2027 [GS] | — | $15K–$50K | no ticker | Traded → Filed +28d | |
| Purchase | — | UNITED STATES TREAS SER AV- 2027; 4.0%; Due 12/15/2027 [GS] | — | $15K–$50K | no ticker | Traded → Filed +28d | |
| Purchase | — | UNITED STATES TREAS SER AU- 2026; 4.625%; 11/15/2026 NTS NOTE [GS] | · SP (spouse-owned) | $100K–$250K | no ticker | Traded → Filed +10d | |
| Purchase | — | UNITED STATES TREAS SER AU- 2026; 4.625%; 11/15/2026 NTS NOTE [GS] | — | $100K–$250K | no ticker | Traded → Filed +10d | |
| Purchase | — | UNITED STATES TREAS SER AU- 2026; 4.625%; 11/15/2026; NTS NOTE [GS] | — | $250K–$500K | no ticker | Traded → Filed +10d | |
| Purchase | — | UNITED STATES TREAS SER AU- 2026; 4.625%; 11/15/2026 NTS NOTE [GS] | — | $250K–$500K | no ticker | Traded → Filed +10d | |
| Sale | PG | Procter & Gamble Company (PG) [ST] | — | $15K–$50K | Traded → Filed +16d | ||
| Sale | PG | Procter & Gamble Company (PG) [ST] | — | $15K–$50K | Traded → Filed +16d | ||
| Sale | NYCB | New York Community Bancorp, Inc. Common Stock (NYCB) [ST] | — | $1K–$15K | Traded → Filed +34d | ||
| Sale | NYCB | New York Community Bancorp, Inc. Common Stock (NYCB) [ST] | — | $1K–$15K | Traded → Filed +34d | ||
| Purchase | — | United States Treasury Notes [GS] | · SP (spouse-owned) | $100K–$250K | no ticker | Traded → Filed +18d | |
| Purchase | — | United States Treasury Notes [GS] | · JT (jointly owned) | $100K–$250K | no ticker | Traded → Filed +18d | |
| Sale | — | Ruane, Cunniff, & Goldfarb Inc. [PS] | · partial (partial sale) | $100K–$250K | no ticker | Traded → Filed +34d | |
| Purchase | — | United States Treasury Notes [GS] | — | $100K–$250K | no ticker | Traded → Filed +20d | |
| Purchase | — | United States Treasury Notes [GS] | — | $250K–$500K | no ticker | Traded → Filed +13d | |
| Purchase | — | United States Treasury Notes [GS] | — | $250K–$500K | no ticker | Traded → Filed +13d | |
| Sale | KO | Coca-Cola Company (KO) [ST] | — | $15K–$50K | Traded → Filed +28d | ||
| Exchange | WBD | Warner Bros. Discovery, Inc. - Series A (WBD) [ST] | — | $1K–$15K | Traded → Filed LATE·426d | ||
| Exchange | WBD | Warner Bros. Discovery, Inc. - Series A (WBD) [ST] | — | $1K–$15K | Traded → Filed LATE·426d | ||
| Purchase | — | Federal Farm Credit Banks Bond [CS] | — | $100K–$250K | no ticker | Traded → Filed +11d | |
| Sale | — | NETAPP INC SR NT [CS] | — | $1K–$15K | no ticker | Traded → Filed +20d | |
| Sale | — | KB HOME SR NT 7.500% [CS] | — | $1K–$15K | no ticker | Traded → Filed +40d | |
| Purchase | — | United States Treasury Notes [GS] | · JT (jointly owned) | $100K–$250K | no ticker | Traded → Filed +27d | |
| Purchase | — | United States Treasury Notes [GS] | · SP (spouse-owned) | $100K–$250K | no ticker | Traded → Filed +12d | |
| Purchase | — | United States Treasury Notes [GS] | · JT (jointly owned) | $250K–$500K | no ticker | Traded → Filed +20d | |
| Sale | MSFT | Microsoft Corporation (MSFT) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +28d | ||
| Sale | HD | Home Depot, Inc. (HD) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +28d | ||
| Sale | V | Visa Inc. (V) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +28d | ||
| Sale | SPGI | S&P global Inc. (SPgI) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +28d | ||
| Sale | NVO | Novo Nordisk A/S (NVO) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +28d | ||
| Sale | GOOGL | Alphabet Inc. - Class A (gOOgl) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +28d | ||
| Sale | SBUX | Starbucks Corporation (SbuX) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +28d | ||
| Sale | EW | Edwards lifesciences Corporation (EW) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +28d | ||
| Sale | HON | Honeywell International Inc. (HON) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +28d | ||
| Sale | CCEP | Coca-Cola Europacific Partners plc - Ordinary Shares (CCEP) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +28d | ||
| Sale | TSM | Taiwan Semiconductor Manufacturing Company ltd. (TSM) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +28d | ||
| Sale | SPG | Simon Property group, Inc. (SPg) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +28d | ||
| Sale | SONY | Sony group Corporation American Depositary Shares (SONY) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +28d | ||
| Sale | SAP | SAP SE ADS (SAP) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +28d | ||
| Sale | FSLR | First Solar, Inc. (FSlR) [ST] | · SP (spouse-owned) | $15K–$50K | Traded → Filed +28d | ||
| Sale | CSCO | Cisco Systems, Inc. (CSCO) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +28d | ||
| Sale | UBS | ubS group Ag Registered Ordinary Shares (ubS) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +28d | ||
| Sale | BBY | best buy Co., Inc. (bbY) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +28d | ||
| Sale | MA | Mastercard Incorporated (MA) [ST] | · SP (spouse-owned) | $1K–$15K | 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 790 transactions
Filing history
SOURCE REPORTS · FILED ↓| Filed | Rows | Receipt |
|---|---|---|
| 2026-07-14 | 8 | |
| 2025-11-06 | 4 | |
| 2025-10-03 | 2 | |
| 2024-04-04 | 2 | |
| 2024-03-05 | 3 | |
| 2024-02-12 | 1 | |
| 2023-11-06 | 3 | |
| 2023-06-08 | 2 | |
| 2023-03-06 | 1 | |
| 2022-10-05 | 1 | |
| 2022-08-16 | 1 | |
| 2022-05-02 | 1 | |
| 2022-04-12 | 2 | |
| 2021-10-14 | 27 | |
| 2021-08-15 | 42 | |
| 2021-08-04 | 2 | |
| 2021-07-08 | 1 | |
| 2021-03-02 | 12 | |
| 2020-12-28 | 77 | |
| 2020-12-09 | 1 | |
| 2020-12-03 | 53 | |
| 2020-11-03 | 1 | |
| 2020-09-30 | 1 | |
| 2020-08-12 | 1 | |
| 2020-05-29 | 18 | |
| 2020-04-20 | 10 | |
| 2020-02-04 | 1 | |
| 2019-12-11 | 16 | |
| 2019-10-01 | 1 | |
| 2019-09-10 | 5 | |
| 2019-07-31 | 1 | |
| 2019-07-22 | 5 | |
| 2019-07-02 | 2 | |
| 2019-06-26 | 7 | |
| 2019-04-04 | 2 | |
| 2019-02-28 | 9 | |
| 2019-02-12 | 6 | |
| 2019-01-22 | 8 | |
| 2018-12-21 | 2 | |
| 2018-11-19 | 16 | |
| 2018-10-04 | 5 | |
| 2018-05-08 | 2 | |
| 2018-05-08 | 3 | |
| 2018-04-03 | 1 | |
| 2018-02-14 | 15 | |
| 2017-12-01 | 1 | |
| 2017-11-18 | 4 | |
| 2017-08-15 | 11 | |
| 2017-07-07 | 1 | |
| 2017-05-25 | 67 | |
| 2017-05-09 | 4 | |
| 2017-04-06 | 1 | |
| 2017-03-03 | 1 | |
| 2017-01-09 | 1 | |
| 2016-10-03 | 1 | |
| 2016-08-08 | 1 | |
| 2016-07-06 | 1 | |
| 2016-04-06 | 1 | |
| 2016-02-18 | 1 | |
| 2016-01-19 | 2 | |
| 2015-12-08 | 17 | |
| 2015-10-05 | 1 | |
| 2015-09-04 | 4 | |
| 2015-08-03 | 3 | |
| 2015-05-27 | 22 | |
| 2015-05-11 | 1 | |
| 2015-04-21 | 1 | |
| 2015-04-03 | 1 | |
| 2015-03-16 | 5 | |
| 2015-03-04 | 2 | |
| 2015-02-25 | 8 | |
| 2015-02-23 | 1 | |
| 2015-01-30 | 4 | |
| 2015-01-08 | 6 | |
| 2014-12-19 | 2 | |
| 2014-12-19 | 230 |
Signals
window 2026-06-16 → 2026-09-14No ACTIVE signals for this member in the retained window — 3 earlier signals were superseded inside it (amended away or no longer matching). See /signals.
PLANNED annual holdings · 13F overlap
Additional disclosure analysis
Most-disclosed tickers
trailing 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 |
|---|---|---|---|
| PG | 2 | $30K–$100K§ | 2025-09 |
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.