John R. Curtis

Republican — R–UT · U.S. Senate · serving since 2017 · 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 · member ID C001114Amounts are statutory ranges; totals on this page are therefore ranges too. Amount ranges ↗
Disclosures
363
34 filings · 0 paper · retained
Net flow · 12m
$120K to $978K
purchases minus sales · statutory ranges, an interval
Distinct tickers
91
across every disclosed row
Late filings
28
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 ranges
24Q4
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 $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 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 · 76 rows disclose no ticker and are outside this tableALL DISCLOSED HISTORY · net range
Net disclosed flow by ticker for John R. Curtis
NetTickerIssuerBuy ◂ ▸ 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 zeroBuysSellsNet 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 zeroLast traded13FInstitutional overlap is not available in this build.
BUYDLTRDollar Tree, Inc. (DlTR) [ST]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2021-06-22
BUYSCHFSchwab International Equity ETF (SCHF) [ST]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2022-07-28
BUYZMZoom Video Communications, Inc. - Class a (ZM) [sT]Purchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2020-03-04
MIXEDFBFacebook, Inc. - Class A (FB) [ST]Purchases $15K–$50K; sales $1K–$15K11$0 to $49.0K2021-06-22
MIXEDZTSZoetis Inc. Class A (ZTS) [ST]Purchases $3K–$45K; sales $1K–$15K31−$12.0K to $44.0K2023-12-04
MIXEDAZOAutoZone, Inc. (AZO) [ST]Purchases $2K–$30K; sales $1K–$15K21−$13.0K to $29.0K2023-12-04
MIXEDCCitigroup, Inc. (C) [ST]Purchases $2K–$30K; sales $1K–$15K21−$13.0K to $29.0K2022-01-14
MIXEDCSXCSX Corporation (CSX) [ST]Purchases $2K–$30K; sales $1K–$15K21−$13.0K to $29.0K2023-12-04
MIXEDEWEdwards Lifesciences Corporation (EW) [ST]Purchases $2K–$30K; sales $1K–$15K21−$13.0K to $29.0K2023-12-04
MIXEDFISVFiserv, Inc. (FISV) [ST]Purchases $2K–$30K; sales $1K–$15K21−$13.0K to $29.0K2022-12-20
MIXEDISRGIntuitive Surgical, Inc. (ISRG) [ST]Purchases $2K–$30K; sales $1K–$15K21−$13.0K to $29.0K2022-06-28
MIXEDMSMorgan Stanley (MS) [ST]Purchases $2K–$30K; sales $1K–$15K21−$13.0K to $29.0K2022-06-28
MIXEDSHWSherwin-Williams Company (SHW) [ST]Purchases $2K–$30K; sales $1K–$15K21−$13.0K to $29.0K2023-12-04
MIXEDSPGIS&P Global Inc. (SPGI) [ST]Purchases $2K–$30K; sales $1K–$15K21−$13.0K to $29.0K2023-12-04
MIXEDSTZConstellation Brands, Inc. (STZ) [ST]Purchases $2K–$30K; sales $1K–$15K21−$13.0K to $29.0K2023-12-04
MIXEDSYYSysco Corporation (SYY) [ST]Purchases $2K–$30K; sales $1K–$15K21−$13.0K to $29.0K2023-06-21
MIXEDATVIActivision blizzard, Inc (ATVI) [ST]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2021-11-08
MIXEDBDXBecton, Dickinson and Company (BDX) [ST]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2021-06-22
MIXEDCMECME group Inc. - Class A (CME) [ST]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2021-06-22
MIXEDDISWalt Disney Company (DIS) [ST]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2021-02-02
MIXEDEMREmerson Electric Company (EMR) [ST]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2023-12-04
MIXEDFRCFIRST REPUBLIC BANK (FRC) [ST]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2023-03-16
MIXEDGPNglobal Payments Inc. (gPN) [ST]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2021-11-08
MIXEDGSGoldman Sachs Group, Inc. (GS) [ST]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2023-12-04
MIXEDHASIHannon Armstrong Sustainable Infrastructure Capital, Inc. (HASI) [ST]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2020-10-09
MIXEDINTCIntel Corporation (INTC) [ST]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2021-06-22
MIXEDKLACKLA Corporation (KLAC) [ST]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2023-12-04
MIXEDKOCoca-Cola Company (KO) [ST]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2023-12-04
MIXEDLLYEli Lilly and Company (LLY) [ST]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2023-12-04
MIXEDLMTlockheed Martin Corporation (lMT) [ST]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2021-11-08
MIXEDLVSlas Vegas Sands Corp. (lVS) [ST]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2021-08-12
MIXEDMNSTMonster beverage Corporation (MNST) [ST]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2022-03-09
MIXEDMRKMerck & Company, Inc. Common Stock (MRK) [ST]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2021-07-19
MIXEDNKENike, Inc. (NKE) [ST]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2023-12-04
MIXEDPANWPalo Alto Networks, Inc. (PANW) [ST]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2023-12-04
MIXEDTEAMAtlassian Corporation Plc - Class A Ordinary Shares (TEAM) [ST]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2020-10-09
MIXEDTGTTarget Corporation (TGT) [ST]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2022-06-28
MIXEDULTAUlta Beauty, Inc. (ULTA) [ST]Purchases $1K–$15K; sales $1K–$15K11−$14.0K to $14.0K2022-08-05
SELLCOPConocoPhillips (COP) [ST]Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal2023-12-04
SELLDINDine Brands global, Inc. (DIN) [sT]Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal2019-04-26
SELLFIFiserv, Inc. (FI) [ST]Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal2023-12-04
SELLSNAPsnap Inc. Class a (sNaP) [sT]Purchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal2019-12-23
MIXEDAMDAdvanced Micro Devices, Inc. (AMD) [ST]Purchases $3K–$45K; sales $2K–$30K32−$27.0K to $43.0K2023-12-04
MIXEDANTMAnthem, Inc. (ANTM) [ST]Purchases $3K–$45K; sales $2K–$30K32−$27.0K to $43.0K2022-03-09
MIXEDHLTHilton Worldwide Holdings Inc. (HLT) [ST]Purchases $3K–$45K; sales $2K–$30K32−$27.0K to $43.0K2023-12-04
MIXEDSBUXStarbucks Corporation (SBUX) [ST]Purchases $3K–$45K; sales $2K–$30K32−$27.0K to $43.0K2023-12-04
MIXEDTMUST-Mobile US, Inc. (TMUS) [ST]Purchases $3K–$45K; sales $2K–$30K32−$27.0K to $43.0K2023-12-04
MIXEDABTAbbott Laboratories (ABT) [ST]Purchases $2K–$30K; sales $2K–$30K22−$28.0K to $28.0K2023-12-04
MIXEDBACBank of America Corporation (BAC) [ST]Purchases $2K–$30K; sales $2K–$30K22−$28.0K to $28.0K2023-03-16
MIXEDBLKBlackRock, Inc. (BLK) [ST]Purchases $2K–$30K; sales $2K–$30K22−$28.0K to $28.0K2023-12-04
MIXEDCATCaterpillar, Inc. (CAT) [ST]Purchases $2K–$30K; sales $2K–$30K22−$28.0K to $28.0K2023-12-04
MIXEDCRMSalesforce, Inc. (CRM) [ST]Purchases $2K–$30K; sales $2K–$30K22−$28.0K to $28.0K2023-12-04
MIXEDDHRDanaher Corporation (DHR) [ST]Purchases $2K–$30K; sales $2K–$30K22−$28.0K to $28.0K2023-12-04
MIXEDICEIntercontinental Exchange Inc. (ICE) [ST]Purchases $2K–$30K; sales $2K–$30K22−$28.0K to $28.0K2023-12-04
MIXEDJNJJohnson & Johnson (JNJ) [ST]Purchases $2K–$30K; sales $2K–$30K22−$28.0K to $28.0K2023-09-13
MIXEDVVisa Inc. (V) [ST]Purchases $2K–$30K; sales $2K–$30K22−$28.0K to $28.0K2023-12-04
MIXEDVLOValero Energy Corporation (VLO) [ST]Purchases $2K–$30K; sales $2K–$30K22−$28.0K to $28.0K2023-12-04
MIXEDAXPAmerican Express Company (AXP) [ST]Purchases $1K–$15K; sales $2K–$30K12−$29.0K to $13.0K2023-12-04
MIXEDCOSTCostco Wholesale Corporation (COST) [ST]Purchases $1K–$15K; sales $2K–$30K12−$29.0K to $13.0K2023-12-04
MIXEDCVXChevron Corporation (CVX) [ST]Purchases $1K–$15K; sales $2K–$30K12−$29.0K to $13.0K2023-12-04
MIXEDELVElevance Health, Inc. (ELV) [ST]Purchases $1K–$15K; sales $2K–$30K12−$29.0K to $13.0K2023-12-04
MIXEDHDHome Depot, Inc. (HD) [ST]Purchases $1K–$15K; sales $2K–$30K12−$29.0K to $13.0K2023-12-04
MIXEDHONHoneywell International Inc. (HON) [ST]Purchases $1K–$15K; sales $2K–$30K12−$29.0K to $13.0K2023-12-04
MIXEDPEPPepsico, Inc. (PEP) [ST]Purchases $1K–$15K; sales $2K–$30K12−$29.0K to $13.0K2023-12-04
MIXEDPGProcter & Gamble Company (PG) [ST]Purchases $1K–$15K; sales $2K–$30K12−$29.0K to $13.0K2023-12-04
MIXEDPGRProgressive Corporation (PgR) [ST]Purchases $1K–$15K; sales $2K–$30K12−$29.0K to $13.0K2022-03-09
MIXEDRTXRTX Corporation (RTX) [ST]Purchases $1K–$15K; sales $2K–$30K12−$29.0K to $13.0K2023-12-04
MIXEDTXNTexas Instruments Incorporated (TXN) [ST]Purchases $1K–$15K; sales $2K–$30K12−$29.0K to $13.0K2023-12-04
MIXEDWMWaste Management, Inc. (WM) [ST]Purchases $1K–$15K; sales $2K–$30K12−$29.0K to $13.0K2023-09-13
SELLMETAMeta Platforms, Inc. - Class A (META) [ST]Purchases —; sales $2K–$30K02−$30.0K to −$2.0K net disposal2023-12-04
MIXEDADBEAdobe Inc. (ADBE) [ST]Purchases $2K–$30K; sales $3K–$45K23−$43.0K to $27.0K2023-12-04
MIXEDBSXBoston Scientific Corporation (BSX) [ST]Purchases $2K–$30K; sales $3K–$45K23−$43.0K to $27.0K2023-12-04
MIXEDAMATApplied Materials, Inc. (AMAT) [ST]Purchases $1K–$15K; sales $3K–$45K13−$44.0K to $12.0K2023-12-04
MIXEDCMCSAComcast Corporation - Class A (CMCSA) [ST]Purchases $1K–$15K; sales $3K–$45K13−$44.0K to $12.0K2023-12-04
MIXEDDEDeere & Company (DE) [ST]Purchases $1K–$15K; sales $3K–$45K13−$44.0K to $12.0K2023-12-04
MIXEDJPMJP Morgan Chase & Co. (JPM) [ST]Purchases $1K–$15K; sales $3K–$45K13−$44.0K to $12.0K2023-12-04
MIXEDLRCXLam Research Corporation (LRCX) [ST]Purchases $1K–$15K; sales $3K–$45K13−$44.0K to $12.0K2023-12-04
MIXEDMAMastercard Incorporated (MA) [ST]Purchases $1K–$15K; sales $3K–$45K13−$44.0K to $12.0K2023-12-04
MIXEDNVDANVIDIA Corporation (NVDA) [ST]Purchases $1K–$15K; sales $3K–$45K13−$44.0K to $12.0K2023-12-04
MIXEDTMOThermo Fisher Scientific Inc (TMO) [ST]Purchases $1K–$15K; sales $3K–$45K13−$44.0K to $12.0K2023-12-04
MIXEDUNPUnion Pacific Corporation (UNP) [ST]Purchases $1K–$15K; sales $3K–$45K13−$44.0K to $12.0K2023-12-04
MIXEDAAPLApple Inc. (AAPL) [ST]Purchases $15K–$50K; sales $4K–$60K14−$45.0K to $46.0K2023-12-04
SELLGOOGAlphabet Inc. - Class C Capital Stock (GOOG) [ST]Purchases —; sales $15K–$50K01−$50.0K to −$15.0K net disposal2023-12-04
MIXEDUNHUnitedHealth Group Incorporated Common Stock (UNH) [ST]Purchases $2K–$30K; sales $4K–$60K24−$58.0K to $26.0K2023-12-04
MIXEDDOMODomo, Inc. - Class B (DOMO) [ST]Purchases $2K–$30K; sales $16K–$65K22−$63.0K to $14.0K2021-02-02
SELLCMGChipotle Mexican Grill, Inc. (CMG) [ST]Purchases $1K–$15K; sales $16K–$65K12−$64.0K to −$1.0K net disposal2023-12-04
MIXEDGOOGLAlphabet Inc. - Class A (GOOGL) [ST]Purchases $15K–$50K; sales $17K–$80K13−$65.0K to $33.0K2023-02-23
MIXEDMSFTMicrosoft Corporation (MSFT) [ST]Purchases $16K–$65K; sales $20K–$125K26−$109K to $45.0K2023-12-04
SELLBRK.ABerkshire Hathaway Inc. (BRK.a) [sT]Purchases —; sales $51K–$115K02−$115K to −$51.0K net disposal2019-11-21
SELLBRK.BBerkshire Hathaway Inc. New (BRK.B) [ST]Purchases $2K–$30K; sales $66K–$165K23−$163K to −$36.0K net disposal2023-12-04
MIXEDAMZNAmazon.com, Inc. (AMZN) [ST]Purchases $18K–$95K; sales $48K–$195K46−$177K to $47.0K2023-12-04

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
+14dfaster than chamber — median +28d
Rows per filingmachine-readable transaction rows per distinct source filing
11far above median — median 2.9
Share ≤ $15K bracketrows whose disclosed bracket tops out at $15,000
94%small-lot profile — median 60%
Buy share of rowspurchases as a share of all disclosed rows — a count of disclosures, not of dollars
49%≈ chamber — median 49%
Self-owned sharerows with no spouse (SP), dependent-child (DC) or joint (JT) owner code
39%mostly self-owned — median 28%

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 mix

taxonomy v1 · SIC as of 2026-09-14
Disclosed transactions by issuer sector
SectorTradesFlow range
manufacturing109$123K–$1.7M
services57$141K–$1.1M
finance-insurance-realestate43$43K–$645K
retail36$106K–$715K
transport-utilities19$19K–$285K
wholesale3$3K–$45K
no ticker disclosed coverage76$551K–$2.2M
ticker not resolved to an issuer coverage20$146K–$540K
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
Largest recent disclosures for John R. Curtis
Filed ▾AssetSideAmountSrc
2026-06-30CITIGROUP GLBL MKTS HLDG CONTIN EQTY SECS — asset type as filed: Corporate Bond — asset as filed, no ticker disclosedPurchase$250K–$500K
2026-06-30JPMORGAN CHASE FINL CO CONTIN INT — asset type as filed: Corporate Bond — asset as filed, no ticker disclosedPurchase$100K–$250K
2026-06-30UBS AG LONDON BRH TRIGGER CONTIN CYN — asset type as filed: Corporate Bond — asset as filed, no ticker disclosedPurchase$100K–$250K
2026-06-30INDIANA ST FIN AUTH WSTWTR UTIL REV 1ST LIEN RFDG — asset type as filed: Corporate Bond — asset as filed, no ticker disclosedSale$1K–$15K
2026-06-30HENDERSON CNTY NC LTD OBLIG — asset type as filed: Corporate Bond — asset as filed, no ticker disclosedSale$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 v1

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.

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

363 rows · filed date desc · as of 2026-09-14 13:21 UTC
All disclosed transactions for John R. Curtis
KindTickerAssetOwnerFilings 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 ↗RangeAmount rangeTraded → FiledSource
SaleINDIANA ST FIN AUTH WSTWTR UTIL REV 1ST LIEN RFDG· JT (jointly owned)$1K–$15Kno tickerTraded Filed +28d
SaleHENDERSON CNTY NC LTD OBLIG· JT (jointly owned)$1K–$15Kno tickerTraded Filed +28d
PurchaseCITIGROUP GLBL MKTS HLDG CONTIN EQTY SECS· JT (jointly owned)$250K–$500Kno tickerTraded Filed +28d
SaleWEST CENTRAL IN SCH BLDG AD VALOREM PPTY· JT (jointly owned)$1K–$15Kno tickerTraded Filed +28d
SaleONSLOW CNTY NC LTD OBLIG· JT (jointly owned)$1K–$15Kno tickerTraded Filed +28d
SaleTEXAS WTR DEV BRD ST REVLVG· JT (jointly owned)$1K–$15Kno tickerTraded Filed +28d
SaleROMEOVILLE IL B/E CPN· JT (jointly owned)$1K–$15Kno tickerTraded Filed +28d
SaleCOLO NESCO CMNTY SCH DIST· JT (jointly owned)$1K–$15Kno tickerTraded Filed +28d
SaleOLATHE KS IMPT RFDG· JT (jointly owned)$1K–$15Kno tickerTraded Filed +28d
SaleCALIFORNIA ST VARIOUS PURP RFDG· JT (jointly owned)$1K–$15Kno tickerTraded Filed +28d
SaleMETROPOLITAN TRANSN AUTH NY REV RFDG· JT (jointly owned)$1K–$15Kno tickerTraded Filed +28d
SaleMISSISSIPPI ST SER· JT (jointly owned)$1K–$15Kno tickerTraded Filed +28d
SaleSOUTH CAROLINA TRANSN INFRA BK REV RFDG· JT (jointly owned)$1K–$15Kno tickerTraded Filed +28d
PurchaseJPMORGAN CHASE FINL CO CONTIN INT· JT (jointly owned)$100K–$250Kno tickerTraded Filed +28d
SaleSULLIVAN CNTY PA SCH DIST· JT (jointly owned)$1K–$15Kno tickerTraded Filed +28d
SaleHENNEPIN CNTY MN SALES TAX REV· JT (jointly owned)$1K–$15Kno tickerTraded Filed +28d
SaleGEORGIA ST SER· SP (spouse-owned)$1K–$15Kno tickerTraded Filed +28d
PurchaseUBS AG LONDON BRH TRIGGER CONTIN CYN· JT (jointly owned)$100K–$250Kno tickerTraded Filed +28d
SaleSANGAMON LOGAN MENARD CNTYS IL CMNTY SCH DIST· JT (jointly owned)$1K–$15Kno tickerTraded Filed +28d
SaleSKAGIT CNTY WA CONS SCH DIST 320 MT VERNON· JT (jointly owned)$1K–$15Kno tickerTraded Filed +28d
SaleUTAH CNTY UT TRANSN SALES TAX RFDG· JT (jointly owned)$1K–$15Kno tickerTraded Filed +28d
SaleCALIFORNIA ST UNIV REV STWIDE SER· JT (jointly owned)$1K–$15Kno tickerTraded Filed +28d
SalePENN IN HIGH SCH BLDG CORP 1ST MTG· JT (jointly owned)$1K–$15Kno tickerTraded Filed +28d
SaleEASTERN HOWARD IN 3RD MILLENIUM SCH BLDG 1ST MTG· JT (jointly owned)$1K–$15Kno tickerTraded Filed +28d
SaleCOLORADO ST CTF PARTN RURAL SER· JT (jointly owned)$1K–$15Kno tickerTraded Filed +28d
PurchaseANDREWS TX INDPT SCH DIST BLDG PSF GTD B/E CPN· JT (jointly owned)$1K–$15Kno tickerTraded Filed LATE·245d
SalePRINCE GEORGES CNTY MD GO CONS PUB IMPT BDS 2014A· JT (jointly owned)$1K–$15Kno tickerTraded Filed LATE·344d
SaleOSHKOSH WIS AREASCH DIST GO PROM NTS 2022· JT (jointly owned)$1K–$15Kno tickerTraded Filed LATE·457d
SaleUNPUnion Pacific Corporation (UNP) [ST]· JT (jointly owned)$1K–$15KTraded Filed +11d
SaleKOCoca-Cola Company (KO) [ST]· JT (jointly owned)$1K–$15KTraded Filed +11d
SaleCSXCSX Corporation (CSX) [ST]· JT (jointly owned)$1K–$15KTraded Filed +11d
SaleAMZNAmazon.com, Inc. (AMZN) [ST]· JT (jointly owned)$15K–$50KTraded Filed +11d
SaleELVElevance Health, Inc. (ELV) [ST]· JT (jointly owned)$1K–$15KTraded Filed +11d
SaleRTXRTX Corporation (RTX) [ST]· JT (jointly owned)$1K–$15KTraded Filed +11d
SaleHDHome Depot, Inc. (HD) [ST]· JT (jointly owned)$1K–$15KTraded Filed +11d
SaleTMUST-Mobile US, Inc. (TMUS) [ST]· JT (jointly owned)$1K–$15KTraded Filed +11d
SalePEPPepsico, Inc. (PEP) [ST]· JT (jointly owned)$1K–$15KTraded Filed +11d
SaleJPMJP Morgan Chase & Co. (JPM) [ST]· JT (jointly owned)$1K–$15KTraded Filed +11d
SaleAMDAdvanced Micro Devices, Inc. (AMD) [ST]· JT (jointly owned)$1K–$15KTraded Filed +11d
SaleSBUXStarbucks Corporation (SBUX) [ST]· JT (jointly owned)$1K–$15KTraded Filed +11d
SaleSHWSherwin-Williams Company (SHW) [ST]· JT (jointly owned)$1K–$15KTraded Filed +11d
SaleCMGChipotle Mexican Grill, Inc. (CMG) [ST]· JT (jointly owned)$1K–$15KTraded Filed +11d
SaleEMREmerson Electric Company (EMR) [ST]· JT (jointly owned)$1K–$15KTraded Filed +11d
SaleCVXChevron Corporation (CVX) [ST]· JT (jointly owned)$1K–$15KTraded Filed +11d
SalePGProcter & Gamble Company (PG) [ST]· JT (jointly owned)$1K–$15KTraded Filed +11d
SaleBSXBoston Scientific Corporation (BSX) [ST]· JT (jointly owned)$1K–$15KTraded Filed +11d
SaleLRCXLam Research Corporation (LRCX) [ST]· JT (jointly owned)$1K–$15KTraded Filed +11d
SaleBLKBlackRock, Inc. (BLK) [ST]· JT (jointly owned)$1K–$15KTraded Filed +11d
SaleMSFTMicrosoft Corporation (MSFT) [ST]· JT (jointly owned)$15K–$50KTraded Filed +11d
SaleUNHUnitedHealth Group Incorporated Common Stock (UNH) [ST]· JT (jointly owned)$1K–$15KTraded Filed +11d
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 363 transactions

Filing history

SOURCE REPORTS · FILED ↓
Filing history
FiledRowsReceipt
2026-06-3025
2025-08-133
2023-12-1557
2023-11-161
2023-10-049
2023-08-0712
2023-06-021
2023-05-1011
2023-03-274
2023-03-1316
2023-02-131
2023-01-108
2022-11-096
2022-09-201
2022-08-155
2022-08-151
2022-07-0811
2022-03-2314
2022-02-025
2021-12-031
2021-11-168
2021-09-173
2021-09-025
2021-08-0610
2021-07-0639
2021-02-043
2020-10-165
2020-08-253
2020-07-014
2020-06-164
2020-05-182
2020-05-048
2020-04-209
2020-04-0968
Signals for this member
TickerKindFiledSizeSrc
S-1 · Large disclosureamount lower bound ≥ $250K — the disclosed lower bound, never the upper2026-06-30$250K–$500K
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. · 1 superseded in the window

PLANNED annual holdings · 13F overlap

Additional disclosure analysis

Most-disclosed tickers

trailing 24m

No tickers disclosed in the trailing 24 months.

363 reported transactions

Amounts are the ranges in the filing. Purchases and sales are disclosures, not a statement of current holdings.

Published 2026-09-14

Trade date and filing date are retained separately. Late and unparseable records stay identified in the data.

Annual holdings are not in this view

Periodic transaction reports do not establish a portfolio. Annual holdings and reconciliation require annual financial-disclosure records.