363 reported transactions
Amounts are the ranges in the filing. Purchases and sales are disclosures, not a statement of current holdings.
Disclosed flow by quarter. 24Q4: purchases $1K–$15K, 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: purchases $450K–$1M, sales $22K–$330K; 26Q3: no purchases, no sales
| Net | Ticker | Issuer | Buy ◂ ▸ Sellnet disclosed flow = sum of purchase bucket bounds minus sum of sale bucket bounds, as a net range net = [pL−sU, pU−sL]. A side with no rows has summed zero — a fact, not an absence. A row with any wholly-undisclosed amount on either side is not rankable and sits in the labeled bucket below the ranked rows, never coerced to zeronet disclosed flow = sum of purchase bucket bounds minus sum of sale bucket bounds, as a net range net = [pL−sU, pU−sL]. A side with no rows has summed zero — a fact, not an absence. A row with any wholly-undisclosed amount on either side is not rankable and sits in the labeled bucket below the ranked rows, never coerced to zero | Buys | Sells | Net range ·§net disclosed flow = sum of purchase bucket bounds minus sum of sale bucket bounds, as a net range net = [pL−sU, pU−sL]. A side with no rows has summed zero — a fact, not an absence. A row with any wholly-undisclosed amount on either side is not rankable and sits in the labeled bucket below the ranked rows, never coerced to zero | Last traded | 13FInstitutional overlap is not available in this build. |
|---|---|---|---|---|---|---|---|---|
| BUY | DLTR | Dollar Tree, Inc. (DlTR) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation | 2021-06-22 | — |
| BUY | SCHF | Schwab International Equity ETF (SCHF) [ST] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2022-07-28 | — |
| BUY | ZM | Zoom Video Communications, Inc. - Class a (ZM) [sT] | Purchases $1K–$15K; sales — | 1 | 0 | $1.0K to $15.0K net accumulation≈ | 2020-03-04 | — |
| MIXED | FB | Facebook, Inc. - Class A (FB) [ST] | Purchases $15K–$50K; sales $1K–$15K | 1 | 1 | $0 to $49.0K≈ | 2021-06-22 | — |
| MIXED | ZTS | Zoetis Inc. Class A (ZTS) [ST] | Purchases $3K–$45K; sales $1K–$15K | 3 | 1 | −$12.0K to $44.0K≈ | 2023-12-04 | — |
| MIXED | AZO | AutoZone, Inc. (AZO) [ST] | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2023-12-04 | — |
| MIXED | C | Citigroup, Inc. (C) [ST] | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2022-01-14 | — |
| MIXED | CSX | CSX Corporation (CSX) [ST] | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2023-12-04 | — |
| MIXED | EW | Edwards Lifesciences Corporation (EW) [ST] | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2023-12-04 | — |
| MIXED | FISV | Fiserv, Inc. (FISV) [ST] | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2022-12-20 | — |
| MIXED | ISRG | Intuitive Surgical, Inc. (ISRG) [ST] | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2022-06-28 | — |
| MIXED | MS | Morgan Stanley (MS) [ST] | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2022-06-28 | — |
| MIXED | SHW | Sherwin-Williams Company (SHW) [ST] | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2023-12-04 | — |
| MIXED | SPGI | S&P Global Inc. (SPGI) [ST] | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2023-12-04 | — |
| MIXED | STZ | Constellation Brands, Inc. (STZ) [ST] | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2023-12-04 | — |
| MIXED | SYY | Sysco Corporation (SYY) [ST] | Purchases $2K–$30K; sales $1K–$15K | 2 | 1 | −$13.0K to $29.0K≈ | 2023-06-21 | — |
| MIXED | ATVI | Activision blizzard, Inc (ATVI) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2021-11-08 | — |
| MIXED | BDX | Becton, Dickinson and Company (BDX) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2021-06-22 | — |
| MIXED | CME | CME group Inc. - Class A (CME) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2021-06-22 | — |
| MIXED | DIS | Walt Disney Company (DIS) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2021-02-02 | — |
| MIXED | EMR | Emerson Electric Company (EMR) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-12-04 | — |
| MIXED | FRC | FIRST REPUBLIC BANK (FRC) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-03-16 | — |
| MIXED | GPN | global Payments Inc. (gPN) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2021-11-08 | — |
| MIXED | GS | Goldman Sachs Group, Inc. (GS) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-12-04 | — |
| MIXED | HASI | Hannon Armstrong Sustainable Infrastructure Capital, Inc. (HASI) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-10-09 | — |
| MIXED | INTC | Intel Corporation (INTC) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2021-06-22 | — |
| MIXED | KLAC | KLA Corporation (KLAC) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-12-04 | — |
| MIXED | KO | Coca-Cola Company (KO) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-12-04 | — |
| MIXED | LLY | Eli Lilly and Company (LLY) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-12-04 | — |
| MIXED | LMT | lockheed Martin Corporation (lMT) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2021-11-08 | — |
| MIXED | LVS | las Vegas Sands Corp. (lVS) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2021-08-12 | — |
| MIXED | MNST | Monster beverage Corporation (MNST) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-03-09 | — |
| MIXED | MRK | Merck & Company, Inc. Common Stock (MRK) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2021-07-19 | — |
| MIXED | NKE | Nike, Inc. (NKE) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-12-04 | — |
| MIXED | PANW | Palo Alto Networks, Inc. (PANW) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2023-12-04 | — |
| MIXED | TEAM | Atlassian Corporation Plc - Class A Ordinary Shares (TEAM) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2020-10-09 | — |
| MIXED | TGT | Target Corporation (TGT) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-06-28 | — |
| MIXED | ULTA | Ulta Beauty, Inc. (ULTA) [ST] | Purchases $1K–$15K; sales $1K–$15K | 1 | 1 | −$14.0K to $14.0K≈ | 2022-08-05 | — |
| SELL | COP | ConocoPhillips (COP) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2023-12-04 | — |
| SELL | DIN | Dine Brands global, Inc. (DIN) [sT] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2019-04-26 | — |
| SELL | FI | Fiserv, Inc. (FI) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2023-12-04 | — |
| SELL | SNAP | snap Inc. Class a (sNaP) [sT] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal≈ | 2019-12-23 | — |
| MIXED | AMD | Advanced Micro Devices, Inc. (AMD) [ST] | Purchases $3K–$45K; sales $2K–$30K | 3 | 2 | −$27.0K to $43.0K≈ | 2023-12-04 | — |
| MIXED | ANTM | Anthem, Inc. (ANTM) [ST] | Purchases $3K–$45K; sales $2K–$30K | 3 | 2 | −$27.0K to $43.0K≈ | 2022-03-09 | — |
| MIXED | HLT | Hilton Worldwide Holdings Inc. (HLT) [ST] | Purchases $3K–$45K; sales $2K–$30K | 3 | 2 | −$27.0K to $43.0K≈ | 2023-12-04 | — |
| MIXED | SBUX | Starbucks Corporation (SBUX) [ST] | Purchases $3K–$45K; sales $2K–$30K | 3 | 2 | −$27.0K to $43.0K≈ | 2023-12-04 | — |
| MIXED | TMUS | T-Mobile US, Inc. (TMUS) [ST] | Purchases $3K–$45K; sales $2K–$30K | 3 | 2 | −$27.0K to $43.0K≈ | 2023-12-04 | — |
| MIXED | ABT | Abbott Laboratories (ABT) [ST] | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2023-12-04 | — |
| MIXED | BAC | Bank of America Corporation (BAC) [ST] | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2023-03-16 | — |
| MIXED | BLK | BlackRock, Inc. (BLK) [ST] | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2023-12-04 | — |
| MIXED | CAT | Caterpillar, Inc. (CAT) [ST] | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2023-12-04 | — |
| MIXED | CRM | Salesforce, Inc. (CRM) [ST] | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2023-12-04 | — |
| MIXED | DHR | Danaher Corporation (DHR) [ST] | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2023-12-04 | — |
| MIXED | ICE | Intercontinental Exchange Inc. (ICE) [ST] | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2023-12-04 | — |
| MIXED | JNJ | Johnson & Johnson (JNJ) [ST] | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2023-09-13 | — |
| MIXED | V | Visa Inc. (V) [ST] | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2023-12-04 | — |
| MIXED | VLO | Valero Energy Corporation (VLO) [ST] | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2023-12-04 | — |
| MIXED | AXP | American Express Company (AXP) [ST] | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2023-12-04 | — |
| MIXED | COST | Costco Wholesale Corporation (COST) [ST] | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2023-12-04 | — |
| MIXED | CVX | Chevron Corporation (CVX) [ST] | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2023-12-04 | — |
| MIXED | ELV | Elevance Health, Inc. (ELV) [ST] | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2023-12-04 | — |
| MIXED | HD | Home Depot, Inc. (HD) [ST] | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2023-12-04 | — |
| MIXED | HON | Honeywell International Inc. (HON) [ST] | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2023-12-04 | — |
| MIXED | PEP | Pepsico, Inc. (PEP) [ST] | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2023-12-04 | — |
| MIXED | PG | Procter & Gamble Company (PG) [ST] | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2023-12-04 | — |
| MIXED | PGR | Progressive Corporation (PgR) [ST] | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2022-03-09 | — |
| MIXED | RTX | RTX Corporation (RTX) [ST] | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2023-12-04 | — |
| MIXED | TXN | Texas Instruments Incorporated (TXN) [ST] | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2023-12-04 | — |
| MIXED | WM | Waste Management, Inc. (WM) [ST] | Purchases $1K–$15K; sales $2K–$30K | 1 | 2 | −$29.0K to $13.0K≈ | 2023-09-13 | — |
| SELL | META | Meta Platforms, Inc. - Class A (META) [ST] | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2023-12-04 | — |
| MIXED | ADBE | Adobe Inc. (ADBE) [ST] | Purchases $2K–$30K; sales $3K–$45K | 2 | 3 | −$43.0K to $27.0K≈ | 2023-12-04 | — |
| MIXED | BSX | Boston Scientific Corporation (BSX) [ST] | Purchases $2K–$30K; sales $3K–$45K | 2 | 3 | −$43.0K to $27.0K≈ | 2023-12-04 | — |
| MIXED | AMAT | Applied Materials, Inc. (AMAT) [ST] | Purchases $1K–$15K; sales $3K–$45K | 1 | 3 | −$44.0K to $12.0K≈ | 2023-12-04 | — |
| MIXED | CMCSA | Comcast Corporation - Class A (CMCSA) [ST] | Purchases $1K–$15K; sales $3K–$45K | 1 | 3 | −$44.0K to $12.0K≈ | 2023-12-04 | — |
| MIXED | DE | Deere & Company (DE) [ST] | Purchases $1K–$15K; sales $3K–$45K | 1 | 3 | −$44.0K to $12.0K≈ | 2023-12-04 | — |
| MIXED | JPM | JP Morgan Chase & Co. (JPM) [ST] | Purchases $1K–$15K; sales $3K–$45K | 1 | 3 | −$44.0K to $12.0K≈ | 2023-12-04 | — |
| MIXED | LRCX | Lam Research Corporation (LRCX) [ST] | Purchases $1K–$15K; sales $3K–$45K | 1 | 3 | −$44.0K to $12.0K≈ | 2023-12-04 | — |
| MIXED | MA | Mastercard Incorporated (MA) [ST] | Purchases $1K–$15K; sales $3K–$45K | 1 | 3 | −$44.0K to $12.0K≈ | 2023-12-04 | — |
| MIXED | NVDA | NVIDIA Corporation (NVDA) [ST] | Purchases $1K–$15K; sales $3K–$45K | 1 | 3 | −$44.0K to $12.0K≈ | 2023-12-04 | — |
| MIXED | TMO | Thermo Fisher Scientific Inc (TMO) [ST] | Purchases $1K–$15K; sales $3K–$45K | 1 | 3 | −$44.0K to $12.0K≈ | 2023-12-04 | — |
| MIXED | UNP | Union Pacific Corporation (UNP) [ST] | Purchases $1K–$15K; sales $3K–$45K | 1 | 3 | −$44.0K to $12.0K≈ | 2023-12-04 | — |
| MIXED | AAPL | Apple Inc. (AAPL) [ST] | Purchases $15K–$50K; sales $4K–$60K | 1 | 4 | −$45.0K to $46.0K≈ | 2023-12-04 | — |
| SELL | GOOG | Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Purchases —; sales $15K–$50K | 0 | 1 | −$50.0K to −$15.0K net disposal≈ | 2023-12-04 | — |
| MIXED | UNH | UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Purchases $2K–$30K; sales $4K–$60K | 2 | 4 | −$58.0K to $26.0K≈ | 2023-12-04 | — |
| MIXED | DOMO | Domo, Inc. - Class B (DOMO) [ST] | Purchases $2K–$30K; sales $16K–$65K | 2 | 2 | −$63.0K to $14.0K≈ | 2021-02-02 | — |
| SELL | CMG | Chipotle Mexican Grill, Inc. (CMG) [ST] | Purchases $1K–$15K; sales $16K–$65K | 1 | 2 | −$64.0K to −$1.0K net disposal≈ | 2023-12-04 | — |
| MIXED | GOOGL | Alphabet Inc. - Class A (GOOGL) [ST] | Purchases $15K–$50K; sales $17K–$80K | 1 | 3 | −$65.0K to $33.0K≈ | 2023-02-23 | — |
| MIXED | MSFT | Microsoft Corporation (MSFT) [ST] | Purchases $16K–$65K; sales $20K–$125K | 2 | 6 | −$109K to $45.0K≈ | 2023-12-04 | — |
| SELL | BRK.A | Berkshire Hathaway Inc. (BRK.a) [sT] | Purchases —; sales $51K–$115K | 0 | 2 | −$115K to −$51.0K net disposal≈ | 2019-11-21 | — |
| SELL | BRK.B | Berkshire Hathaway Inc. New (BRK.B) [ST] | Purchases $2K–$30K; sales $66K–$165K | 2 | 3 | −$163K to −$36.0K net disposal≈ | 2023-12-04 | — |
| MIXED | AMZN | Amazon.com, Inc. (AMZN) [ST] | Purchases $18K–$95K; sales $48K–$195K | 4 | 6 | −$177K to $47.0K≈ | 2023-12-04 | — |
filings incl. 0 paper: 34distinct default-view filings for this member, including paper (needs-OCR) filings that carry zero machine-readable rows · transactions: 363 · disclosed flow · trailing 12m: $472K–$1.3Msum of statutory bucket bounds over the trailing 12 months — an interval, not an estimate of value · median lag: +14dmedian days between trade date and filing date, over rows that disclose both · late filings: 28rows filed past the STOCK Act's 45-day window
Medians are per member across the 68 Senate members with disclosed rows in this build — one observation each, so a high-volume filer does not become the chamber. Statistics describe the filing record, never intent.
| Sector | Trades | Flow range |
|---|---|---|
| manufacturing | 109 | $123K–$1.7M |
| services | 57 | $141K–$1.1M |
| finance-insurance-realestate | 43 | $43K–$645K |
| retail | 36 | $106K–$715K |
| transport-utilities | 19 | $19K–$285K |
| wholesale | 3 | $3K–$45K |
| no ticker disclosed coverage | 76 | $551K–$2.2M |
| ticker not resolved to an issuer coverage | 20 | $146K–$540K |
| Filed ▾ | Asset | Side | Amount | Src |
|---|---|---|---|---|
| 2026-06-30 | CITIGROUP GLBL MKTS HLDG CONTIN EQTY SECS — asset type as filed: Corporate Bond — asset as filed, no ticker disclosed | Purchase | $250K–$500K | |
| 2026-06-30 | JPMORGAN CHASE FINL CO CONTIN INT — asset type as filed: Corporate Bond — asset as filed, no ticker disclosed | Purchase | $100K–$250K | |
| 2026-06-30 | UBS AG LONDON BRH TRIGGER CONTIN CYN — asset type as filed: Corporate Bond — asset as filed, no ticker disclosed | Purchase | $100K–$250K | |
| 2026-06-30 | INDIANA ST FIN AUTH WSTWTR UTIL REV 1ST LIEN RFDG — asset type as filed: Corporate Bond — asset as filed, no ticker disclosed | Sale | $1K–$15K | |
| 2026-06-30 | HENDERSON CNTY NC LTD OBLIG — asset type as filed: Corporate Bond — asset as filed, no ticker disclosed | Sale | $1K–$15K |
Serves on: Senate Committee on Commerce, Science, and Transportation · Senate Committee on Environment and Public Works · Senate Committee on Foreign Relations · Senate Committee on Small Business and Entrepreneurship
No disclosed trades fall inside this member's committee jurisdictions as of their trade dates · 267 trades predate the membership snapshot's validity window and are unanswerable, not cleared.
| Kind | Ticker | Asset | OwnerFilings under this member include transactions by spouse (SP), dependent children (DC), and joint accounts (JT) — the STOCK Act does not distinguish who directed a trade. Owner codes ↗ | Range | Amount range | Traded → Filed | Source |
|---|---|---|---|---|---|---|---|
| Sale | — | INDIANA ST FIN AUTH WSTWTR UTIL REV 1ST LIEN RFDG | · JT (jointly owned) | $1K–$15K | no ticker | Traded → Filed +28d | |
| Sale | — | HENDERSON CNTY NC LTD OBLIG | · JT (jointly owned) | $1K–$15K | no ticker | Traded → Filed +28d | |
| Purchase | — | CITIGROUP GLBL MKTS HLDG CONTIN EQTY SECS | · JT (jointly owned) | $250K–$500K | no ticker | Traded → Filed +28d | |
| Sale | — | WEST CENTRAL IN SCH BLDG AD VALOREM PPTY | · JT (jointly owned) | $1K–$15K | no ticker | Traded → Filed +28d | |
| Sale | — | ONSLOW CNTY NC LTD OBLIG | · JT (jointly owned) | $1K–$15K | no ticker | Traded → Filed +28d | |
| Sale | — | TEXAS WTR DEV BRD ST REVLVG | · JT (jointly owned) | $1K–$15K | no ticker | Traded → Filed +28d | |
| Sale | — | ROMEOVILLE IL B/E CPN | · JT (jointly owned) | $1K–$15K | no ticker | Traded → Filed +28d | |
| Sale | — | COLO NESCO CMNTY SCH DIST | · JT (jointly owned) | $1K–$15K | no ticker | Traded → Filed +28d | |
| Sale | — | OLATHE KS IMPT RFDG | · JT (jointly owned) | $1K–$15K | no ticker | Traded → Filed +28d | |
| Sale | — | CALIFORNIA ST VARIOUS PURP RFDG | · JT (jointly owned) | $1K–$15K | no ticker | Traded → Filed +28d | |
| Sale | — | METROPOLITAN TRANSN AUTH NY REV RFDG | · JT (jointly owned) | $1K–$15K | no ticker | Traded → Filed +28d | |
| Sale | — | MISSISSIPPI ST SER | · JT (jointly owned) | $1K–$15K | no ticker | Traded → Filed +28d | |
| Sale | — | SOUTH CAROLINA TRANSN INFRA BK REV RFDG | · JT (jointly owned) | $1K–$15K | no ticker | Traded → Filed +28d | |
| Purchase | — | JPMORGAN CHASE FINL CO CONTIN INT | · JT (jointly owned) | $100K–$250K | no ticker | Traded → Filed +28d | |
| Sale | — | SULLIVAN CNTY PA SCH DIST | · JT (jointly owned) | $1K–$15K | no ticker | Traded → Filed +28d | |
| Sale | — | HENNEPIN CNTY MN SALES TAX REV | · JT (jointly owned) | $1K–$15K | no ticker | Traded → Filed +28d | |
| Sale | — | GEORGIA ST SER | · SP (spouse-owned) | $1K–$15K | no ticker | Traded → Filed +28d | |
| Purchase | — | UBS AG LONDON BRH TRIGGER CONTIN CYN | · JT (jointly owned) | $100K–$250K | no ticker | Traded → Filed +28d | |
| Sale | — | SANGAMON LOGAN MENARD CNTYS IL CMNTY SCH DIST | · JT (jointly owned) | $1K–$15K | no ticker | Traded → Filed +28d | |
| Sale | — | SKAGIT CNTY WA CONS SCH DIST 320 MT VERNON | · JT (jointly owned) | $1K–$15K | no ticker | Traded → Filed +28d | |
| Sale | — | UTAH CNTY UT TRANSN SALES TAX RFDG | · JT (jointly owned) | $1K–$15K | no ticker | Traded → Filed +28d | |
| Sale | — | CALIFORNIA ST UNIV REV STWIDE SER | · JT (jointly owned) | $1K–$15K | no ticker | Traded → Filed +28d | |
| Sale | — | PENN IN HIGH SCH BLDG CORP 1ST MTG | · JT (jointly owned) | $1K–$15K | no ticker | Traded → Filed +28d | |
| Sale | — | EASTERN HOWARD IN 3RD MILLENIUM SCH BLDG 1ST MTG | · JT (jointly owned) | $1K–$15K | no ticker | Traded → Filed +28d | |
| Sale | — | COLORADO ST CTF PARTN RURAL SER | · JT (jointly owned) | $1K–$15K | no ticker | Traded → Filed +28d | |
| Purchase | — | ANDREWS TX INDPT SCH DIST BLDG PSF GTD B/E CPN | · JT (jointly owned) | $1K–$15K | no ticker | Traded → Filed LATE·245d | |
| Sale | — | PRINCE GEORGES CNTY MD GO CONS PUB IMPT BDS 2014A | · JT (jointly owned) | $1K–$15K | no ticker | Traded → Filed LATE·344d | |
| Sale | — | OSHKOSH WIS AREASCH DIST GO PROM NTS 2022 | · JT (jointly owned) | $1K–$15K | no ticker | Traded → Filed LATE·457d | |
| Sale | UNP | Union Pacific Corporation (UNP) [ST] | · JT (jointly owned) | $1K–$15K | Traded → Filed +11d | ||
| Sale | KO | Coca-Cola Company (KO) [ST] | · JT (jointly owned) | $1K–$15K | Traded → Filed +11d | ||
| Sale | CSX | CSX Corporation (CSX) [ST] | · JT (jointly owned) | $1K–$15K | Traded → Filed +11d | ||
| Sale | AMZN | Amazon.com, Inc. (AMZN) [ST] | · JT (jointly owned) | $15K–$50K | Traded → Filed +11d | ||
| Sale | ELV | Elevance Health, Inc. (ELV) [ST] | · JT (jointly owned) | $1K–$15K | Traded → Filed +11d | ||
| Sale | RTX | RTX Corporation (RTX) [ST] | · JT (jointly owned) | $1K–$15K | Traded → Filed +11d | ||
| Sale | HD | Home Depot, Inc. (HD) [ST] | · JT (jointly owned) | $1K–$15K | Traded → Filed +11d | ||
| Sale | TMUS | T-Mobile US, Inc. (TMUS) [ST] | · JT (jointly owned) | $1K–$15K | Traded → Filed +11d | ||
| Sale | PEP | Pepsico, Inc. (PEP) [ST] | · JT (jointly owned) | $1K–$15K | Traded → Filed +11d | ||
| Sale | JPM | JP Morgan Chase & Co. (JPM) [ST] | · JT (jointly owned) | $1K–$15K | Traded → Filed +11d | ||
| Sale | AMD | Advanced Micro Devices, Inc. (AMD) [ST] | · JT (jointly owned) | $1K–$15K | Traded → Filed +11d | ||
| Sale | SBUX | Starbucks Corporation (SBUX) [ST] | · JT (jointly owned) | $1K–$15K | Traded → Filed +11d | ||
| Sale | SHW | Sherwin-Williams Company (SHW) [ST] | · JT (jointly owned) | $1K–$15K | Traded → Filed +11d | ||
| Sale | CMG | Chipotle Mexican Grill, Inc. (CMG) [ST] | · JT (jointly owned) | $1K–$15K | Traded → Filed +11d | ||
| Sale | EMR | Emerson Electric Company (EMR) [ST] | · JT (jointly owned) | $1K–$15K | Traded → Filed +11d | ||
| Sale | CVX | Chevron Corporation (CVX) [ST] | · JT (jointly owned) | $1K–$15K | Traded → Filed +11d | ||
| Sale | PG | Procter & Gamble Company (PG) [ST] | · JT (jointly owned) | $1K–$15K | Traded → Filed +11d | ||
| Sale | BSX | Boston Scientific Corporation (BSX) [ST] | · JT (jointly owned) | $1K–$15K | Traded → Filed +11d | ||
| Sale | LRCX | Lam Research Corporation (LRCX) [ST] | · JT (jointly owned) | $1K–$15K | Traded → Filed +11d | ||
| Sale | BLK | BlackRock, Inc. (BLK) [ST] | · JT (jointly owned) | $1K–$15K | Traded → Filed +11d | ||
| Sale | MSFT | Microsoft Corporation (MSFT) [ST] | · JT (jointly owned) | $15K–$50K | Traded → Filed +11d | ||
| Sale | UNH | UnitedHealth Group Incorporated Common Stock (UNH) [ST] | · JT (jointly owned) | $1K–$15K | Traded → Filed +11d |
| Filed | Rows | Receipt |
|---|---|---|
| 2026-06-30 | 25 | |
| 2025-08-13 | 3 | |
| 2023-12-15 | 57 | |
| 2023-11-16 | 1 | |
| 2023-10-04 | 9 | |
| 2023-08-07 | 12 | |
| 2023-06-02 | 1 | |
| 2023-05-10 | 11 | |
| 2023-03-27 | 4 | |
| 2023-03-13 | 16 | |
| 2023-02-13 | 1 | |
| 2023-01-10 | 8 | |
| 2022-11-09 | 6 | |
| 2022-09-20 | 1 | |
| 2022-08-15 | 5 | |
| 2022-08-15 | 1 | |
| 2022-07-08 | 11 | |
| 2022-03-23 | 14 | |
| 2022-02-02 | 5 | |
| 2021-12-03 | 1 | |
| 2021-11-16 | 8 | |
| 2021-09-17 | 3 | |
| 2021-09-02 | 5 | |
| 2021-08-06 | 10 | |
| 2021-07-06 | 39 | |
| 2021-02-04 | 3 | |
| 2020-10-16 | 5 | |
| 2020-08-25 | 3 | |
| 2020-07-01 | 4 | |
| 2020-06-16 | 4 | |
| 2020-05-18 | 2 | |
| 2020-05-04 | 8 | |
| 2020-04-20 | 9 | |
| 2020-04-09 | 68 |
| Ticker | Kind | Filed | Size | Src |
|---|---|---|---|---|
| — | S-1 · Large disclosureamount lower bound ≥ $250K — the disclosed lower bound, never the upper | 2026-06-30 | $250K–$500K |
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. · 1 superseded in the window
PLANNED annual holdings · 13F overlap
No tickers disclosed in the trailing 24 months.
Amounts are the ranges in the filing. Purchases and sales are disclosures, not a statement of current holdings.
Trade date and filing date are retained separately. Late and unparseable records stay identified in the data.
Periodic transaction reports do not establish a portfolio. Annual holdings and reconciliation require annual financial-disclosure records.