Disclosed transactions
168 reported transactions
Amounts are the ranges in the filing. Purchases and sales are disclosures, not a statement of current holdings.
Byron Donalds
Republican — R–FL-19 · U.S. House · serving since 2021 · House Committee on Financial Services, House Committee on Oversight and Government Reform · member ID D000032Amounts are statutory ranges; totals on this page are therefore ranges too. Amount ranges ↗
- Disclosures
- 168 17 filings · 2 paper · retained
- Net flow · 12m
- −$196K to $688K purchases minus sales · statutory ranges, an interval
- Distinct tickers
- 54 across every disclosed row
- Late filings
- 0 filed past the 45-day window
Flows from periodic transaction reports · House Clerk + Senate eFD · statutory ranges · every row retains its receipt
Disclosed flow by quarter
bar = [min, max] of bucket sums · derived ·§flow range = sum of statutory bucket bounds — an interval, not an estimate of value; derived by Public Filings from the disclosed ranges24Q4
25Q1
25Q2
25Q3
25Q4
26Q1
26Q2
26Q3
how this chart is drawn ·§gaps are gaps — no interpolation · y from $0 · no midpoints — bar spans the disclosed bounds · source: House Clerk + Senate eFD
Disclosed flow by quarter. 24Q4: purchases $4K–$60K, sales $4K–$60K; 25Q1: purchases $37K–$555K, sales $34K–$510K; 25Q2: purchases $4K–$60K, sales $4K–$60K; 25Q3: purchases $4K–$60K, sales $19K–$285K; 25Q4: purchases $119K–$485K, sales $4K–$60K; 26Q1: purchases $9K–$135K, sales $10K–$150K; 26Q2: purchases $6K–$90K, sales $8K–$120K; 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 reportALL 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 | CRYPTO:BTC | Bitcoin (CRYPTO:BTC) [CT] | Purchases $51K–$115K; sales — | 2 | 0 | $51.0K to $115K net accumulation | 2026-01-08 | — |
| BUY | BTC | Bitcoin (BTC) [CT] | Purchases $50K–$100K; sales — | 1 | 0 | $50.0K to $100K net accumulation≈ | 2025-12-18 | — |
| BUY | V | Visa Inc. (V) [ST] | Purchases $3K–$45K; sales — | 3 | 0 | $3.0K to $45.0K net accumulation | 2025-10-24 | — |
| BUY | ADSK | Autodesk, Inc. - Common Stock (ADSK) [ST] | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2025-03-20 | — |
| BUY | AMZN | Amazon.com, Inc. - Common Stock (AMZN) [ST] | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2025-03-20 | — |
| BUY | ANET | Arista Networks, Inc. Common Stock (ANET) [ST] | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2025-03-20 | — |
| BUY | APH | Amphenol Corporation Common Stock (APH) [ST] | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2025-04-10 | — |
| BUY | AVGO | Broadcom Inc. - Common Stock (AVGO) [ST] | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2025-03-20 | — |
| BUY | CCL | Carnival Corporation Common Stock (CCL) [ST] | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2025-10-09 | — |
| BUY | FIX | Comfort Systems USA, Inc. Common Stock (FIX) [ST] | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2025-12-04 | — |
| BUY | IDXX | IDEXX Laboratories, Inc. - Common Stock (IDXX) [ST] | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2025-09-04 | — |
| BUY | LLY | Eli Lilly and Company Common Stock (LLY) [ST] | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2026-04-02 | — |
| BUY | LRCX | Lam Research Corporation - Common Stock (LRCX) [ST] | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2025-08-07 | — |
| BUY | MCK | McKesson Corporation Common Stock (MCK) [ST] | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2024-10-01 | — |
| BUY | MRVL | Marvell Technology, Inc. - Common Stock (MRVL) [ST] | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2026-04-02 | — |
| BUY | NFLX | Netflix, Inc. - Common Stock (NFLX) [ST] | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2026-03-20 | — |
| BUY | NOW | ServiceNow, Inc. Common Stock (NOW) [ST] | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2026-02-10 | — |
| BUY | ZTS | Zoetis Inc. Class A Common Stock (ZTS) [ST] | Purchases $2K–$30K; sales — | 2 | 0 | $2.0K to $30.0K net accumulation≈ | 2026-06-09 | — |
| SELL | PH | Parker-Hannifin Corporation Common Stock (PH) [ST] | Purchases —; sales $1K–$15K | 0 | 1 | −$15.0K to −$1.0K net disposal | 2026-01-08 | — |
| MIXED | PGR | Progressive Corporation (PGR) [ST] | Purchases $5K–$75K; sales $2K–$30K | 5 | 2 | −$25.0K to $73.0K≈ | 2025-10-24 | — |
| MIXED | FTNT | Fortinet, Inc. - Common Stock (FTNT) [ST] | Purchases $4K–$60K; sales $2K–$30K | 4 | 2 | −$26.0K to $58.0K≈ | 2025-10-09 | — |
| MIXED | GDDY | GoDaddy Inc. Class A Common Stock (GDDY) [ST] | Purchases $4K–$60K; sales $2K–$30K | 4 | 2 | −$26.0K to $58.0K≈ | 2025-03-20 | — |
| MIXED | PYPL | PayPal Holdings, Inc. - Common Stock (PYPL) [ST] | Purchases $4K–$60K; sales $2K–$30K | 4 | 2 | −$26.0K to $58.0K≈ | 2026-03-13 | — |
| MIXED | TW | Tradeweb Markets Inc. - Class A Common Stock (TW) [ST] | Purchases $4K–$60K; sales $2K–$30K | 4 | 2 | −$26.0K to $58.0K≈ | 2025-10-09 | — |
| MIXED | FCNCA | First Citizens BancShares, Inc. - Class A Common Stock (FCNCA) [ST] | Purchases $3K–$45K; sales $2K–$30K | 3 | 2 | −$27.0K to $43.0K≈ | 2025-03-20 | — |
| MIXED | ABT | Abbott Laboratories Common Stock (ABT) [ST] | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2025-12-04 | — |
| MIXED | DASH | DoorDash, Inc. - Common Stock (DASH) [ST] | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2025-03-20 | — |
| MIXED | FI | Fiserv, Inc. Common Stock (FI) [ST] | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2025-09-04 | — |
| MIXED | HOOD | Robinhood Markets, Inc. - Class A Common Stock (HOOD) [ST] | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2025-03-20 | — |
| MIXED | NU | Nu Holdings Ltd. Class A Ordinary Shares (NU) [ST] | Purchases $2K–$30K; sales $2K–$30K | 2 | 2 | −$28.0K to $28.0K≈ | 2025-04-10 | — |
| SELL | APPF | AppFolio, Inc. - Class A Common Stock (APPF) [ST] | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2024-10-01 | — |
| SELL | CDNS | Cadence Design Systems, Inc. - Common Stock (CDNS) [ST] | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2026-06-05 | — |
| SELL | CHE | Chemed Corp (CHE) [ST] | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2025-03-06 | — |
| SELL | DECK | Deckers Outdoor Corporation (DECK) [ST] | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2025-08-07 | — |
| SELL | EFX | Equifax, Inc. Common Stock (EFX) [ST] | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2025-03-20 | — |
| SELL | FDS | FactSet Research Systems Inc. Common Stock (FDS) [ST] | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2025-02-13 | — |
| SELL | INTU | Intuit Inc. - Common Stock (INTU) [ST] | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2026-04-02 | — |
| SELL | IT | Gartner, Inc. Common Stock (IT) [ST] | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2025-03-20 | — |
| SELL | JPM | JP Morgan Chase & Co. Common Stock (JPM) [ST] | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2025-03-20 | — |
| SELL | LMT | Lockheed Martin Corporation Common Stock (LMT) [ST] | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2025-02-13 | — |
| SELL | MOH | Molina Healthcare Inc Common Stock (MOH) [ST] | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2025-09-04 | — |
| SELL | MPWR | Monolithic Power Systems, Inc. - Common Stock (MPWR) [ST] | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2026-06-05 | — |
| SELL | MRK | Merck & Company, Inc. Common Stock (MRK) [ST] | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2025-01-16 | — |
| SELL | MSCI | MSCI Inc. Common Stock (MSCI) [ST] | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2025-03-20 | — |
| SELL | NVO | Novo Nordisk A/S Common Stock (NVO) [ST] | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2025-03-20 | — |
| SELL | REGN | Regeneron Pharmaceuticals, Inc. - Common Stock (REGN) [ST] | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2025-04-10 | — |
| SELL | SNPS | Synopsys, Inc. - Common Stock (SNPS) [ST] | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2024-10-01 | — |
| SELL | VEEV | Veeva Systems Inc. Class A Common Stock (VEEV) [ST] | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2025-03-20 | — |
| SELL | VRTX | Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) [ST] | Purchases —; sales $2K–$30K | 0 | 2 | −$30.0K to −$2.0K net disposal≈ | 2025-03-20 | — |
| MIXED | BRO | Brown & Brown, Inc. Common Stock (BRO) [ST] | Purchases $5K–$75K; sales $4K–$60K | 5 | 4 | −$55.0K to $71.0K≈ | 2026-02-10 | — |
| MIXED | CMG | Chipotle Mexican Grill, Inc. Common Stock (CMG) [ST] | Purchases $4K–$60K; sales $4K–$60K | 4 | 4 | −$56.0K to $56.0K≈ | 2026-04-02 | — |
| SELL | HWM | Howmet Aerospace Inc. Common Stock (HWM) [ST] | Purchases —; sales $4K–$60K | 0 | 4 | −$60.0K to −$4.0K net disposal≈ | 2026-01-08 | — |
| SELL | RLI | RLI Corp. Common Stock (RLI) [ST] | Purchases —; sales $4K–$60K | 0 | 4 | −$60.0K to −$4.0K net disposal≈ | 2025-01-21 | — |
| MIXED | TTD | The Trade Desk, Inc. - Class A Common Stock (TTD) [ST] | Purchases $6K–$90K; sales $6K–$90K | 6 | 6 | −$84.0K to $84.0K≈ | 2026-03-20 | — |
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
- +33dslower than chamber — median +28d
- Rows per filingmachine-readable transaction rows per distinct source filing
- 11far above median — median 3.2
- Share ≤ $15K bracket
- 99%small-lot profile — median 69%
- Buy share of rows
- 51%≈ chamber — median 47%
- Self-owned share
- 51%family accounts — median 97%
filings incl. 2 paper: 17distinct default-view filings for this member, including paper (needs-OCR) filings that carry zero machine-readable rows · transactions: 168 · disclosed flow · trailing 12m: $156K–$1Msum of statutory bucket bounds over the trailing 12 months — an interval, not an estimate of value · median lag: +33dmedian days between trade date and filing date, over rows that disclose both · late filings: 0rows 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 |
|---|---|---|
| services | 57 | $57K–$855K |
| manufacturing | 45 | $45K–$675K |
| finance-insurance-realestate | 44 | $93K–$745K |
| retail | 10 | $10K–$150K |
| construction | 2 | $2K–$30K |
| transport-utilities | 2 | $2K–$30K |
| wholesale | 2 | $2K–$30K |
| ticker not resolved to an issuer coverage | 6 | $55K–$175K |
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 |
|---|---|---|---|---|
| 2026-07-15 | ZTS | Purchase | $1K–$15K | |
| 2026-07-15 | ZTS | Purchase | $1K–$15K | |
| 2026-07-15 | CDNS | Sale | $1K–$15K | |
| 2026-07-15 | MPWR | Sale | $1K–$15K | |
| 2026-07-15 | CDNS | Sale | $1K–$15K |
Ranked by disclosed lower bound, last 90 daysRanked by the disclosed lower bound, over the trailing 90 days by filed date.
Committees · jurisdiction overlap
membership snapshot 2026-09-14 · jurisdiction mapping v1Serves on: House Committee on Financial Services · House Committee on Oversight and Government Reform
| Traded | Ticker | Sector | Committee | Src |
|---|---|---|---|---|
| 2026-02-10 | BRO | finance-insurance-realestate | House Committee on Financial Services | |
| 2026-02-10 | BRO | finance-insurance-realestate | House Committee on Financial Services | |
| 2025-12-18 | BTC | finance-insurance-realestate | House Committee on Financial Services | |
| 2025-10-24 | PGR | finance-insurance-realestate | House Committee on Financial Services | |
| 2025-10-24 | BRO | finance-insurance-realestate | House Committee on Financial Services | |
| 2025-10-09 | BRO | finance-insurance-realestate | House Committee on Financial Services | |
| 2025-10-09 | PGR | finance-insurance-realestate | House Committee on Financial Services | |
| 2025-10-09 | TW | finance-insurance-realestate | House Committee on Financial Services | |
| 2025-10-09 | PGR | finance-insurance-realestate | House Committee on Financial Services | |
| 2025-10-09 | TW | finance-insurance-realestate | House Committee on Financial Services | |
| 2025-10-09 | BRO | finance-insurance-realestate | House Committee on Financial Services | |
| 2025-09-04 | BRO | finance-insurance-realestate | House Committee on Financial Services |
8 trades predate the membership snapshot's validity window — unanswerable, not cleared · 112 trades touch committees outside the jurisdiction mapping (HSGO) — unanswerable there, not cleared
A jurisdiction overlap is context, not an accusation: it establishes and implies no legal, ethical, or causal conflict. It states only that the issuer's sector falls within a committee this member sat on as of the trade date, per the sources and mapping versions shown.
All disclosed transactions
168 rows · filed date desc · as of 2026-09-14 06:30 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 | ZTS | Zoetis Inc. Class A Common Stock (ZTS) [ST] | — | $1K–$15K | Traded → Filed +36d | ||
| Purchase | ZTS | Zoetis Inc. Class A Common Stock (ZTS) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +36d | ||
| Sale | CDNS | Cadence Design Systems, Inc. - Common Stock (CDNS) [ST] | · partial · SP (partial sale, spouse-owned) | $1K–$15K | Traded → Filed +40d | ||
| Sale | MPWR | Monolithic Power Systems, Inc. - Common Stock (MPWR) [ST] | · partial (partial sale) | $1K–$15K | Traded → Filed +40d | ||
| Sale | CDNS | Cadence Design Systems, Inc. - Common Stock (CDNS) [ST] | · partial (partial sale) | $1K–$15K | Traded → Filed +40d | ||
| Sale | MPWR | Monolithic Power Systems, Inc. - Common Stock (MPWR) [ST] | · partial · SP (partial sale, spouse-owned) | $1K–$15K | Traded → Filed +40d | ||
| Sale | INTU | Intuit Inc. - Common Stock (INTU) [ST] | — | $1K–$15K | Traded → Filed +41d | ||
| Purchase | LLY | Eli Lilly and Company Common Stock (LLY) [ST] | — | $1K–$15K | Traded → Filed +41d | ||
| Sale | CMG | Chipotle Mexican Grill, Inc. Common Stock (CMG) [ST] | — | $1K–$15K | Traded → Filed +41d | ||
| Sale | CMG | Chipotle Mexican Grill, Inc. Common Stock (CMG) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +41d | ||
| Purchase | LLY | Eli Lilly and Company Common Stock (LLY) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +41d | ||
| Purchase | MRVL | Marvell Technology, Inc. - Common Stock (MRVL) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +41d | ||
| Purchase | MRVL | Marvell Technology, Inc. - Common Stock (MRVL) [ST] | — | $1K–$15K | Traded → Filed +41d | ||
| Sale | INTU | Intuit Inc. - Common Stock (INTU) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +41d | ||
| Purchase | NFLX | Netflix, Inc. - Common Stock (NFLX) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +19d | ||
| Sale | TTD | The Trade Desk, Inc. - Class A Common Stock (TTD) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +19d | ||
| Purchase | NFLX | Netflix, Inc. - Common Stock (NFLX) [ST] | — | $1K–$15K | Traded → Filed +19d | ||
| Sale | TTD | The Trade Desk, Inc. - Class A Common Stock (TTD) [ST] | — | $1K–$15K | Traded → Filed +19d | ||
| Purchase | PYPL | PayPal Holdings, Inc. - Common Stock (PYPL) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +26d | ||
| Purchase | PYPL | PayPal Holdings, Inc. - Common Stock (PYPL) [ST] | — | $1K–$15K | Traded → Filed +26d | ||
| Sale | BRO | Brown & Brown, Inc. Common Stock (BRO) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +24d | ||
| Sale | PYPL | PayPal Holdings, Inc. - Common Stock (PYPL) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +24d | ||
| Purchase | NOW | ServiceNow, Inc. Common Stock (NOW) [ST] | — | $1K–$15K | Traded → Filed +24d | ||
| Sale | BRO | Brown & Brown, Inc. Common Stock (BRO) [ST] | — | $1K–$15K | Traded → Filed +24d | ||
| Sale | PYPL | PayPal Holdings, Inc. - Common Stock (PYPL) [ST] | — | $1K–$15K | Traded → Filed +24d | ||
| Purchase | TTD | The Trade Desk, Inc. - Class A Common Stock (TTD) [ST] | — | $1K–$15K | Traded → Filed +24d | ||
| Purchase | TTD | The Trade Desk, Inc. - Class A Common Stock (TTD) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +24d | ||
| Purchase | NOW | ServiceNow, Inc. Common Stock (NOW) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +24d | ||
| Sale | TTD | The Trade Desk, Inc. - Class A Common Stock (TTD) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +35d | ||
| Sale | TTD | The Trade Desk, Inc. - Class A Common Stock (TTD) [ST] | — | $1K–$15K | Traded → Filed +35d | ||
| Sale | HWM | Howmet Aerospace Inc. Common Stock (HWM) [ST] | · partial (partial sale) | $1K–$15K | Traded → Filed +35d | ||
| Sale | PH | Parker-Hannifin Corporation Common Stock (PH) [ST] | · partial (partial sale) | $1K–$15K | Traded → Filed +35d | ||
| Purchase | CRYPTO:BTC | Bitcoin (CRYPTO:BTC) [CT] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +35d | ||
| Purchase | CRYPTO:BTC | Bitcoin (CRYPTO:BTC) [CT] | · SP (spouse-owned) | $50K–$100K | Traded → Filed +22d | ||
| Purchase | BTC | Bitcoin (BTC) [CT] | — | $50K–$100K | Traded → Filed +20d | ||
| Sale | ABT | Abbott Laboratories Common Stock (ABT) [ST] | — | $1K–$15K | Traded → Filed +34d | ||
| Purchase | FIX | Comfort Systems USA, Inc. Common Stock (FIX) [ST] | — | $1K–$15K | Traded → Filed +34d | ||
| Purchase | FIX | Comfort Systems USA, Inc. Common Stock (FIX) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +34d | ||
| Sale | ABT | Abbott Laboratories Common Stock (ABT) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +34d | ||
| Purchase | PGR | Progressive Corporation (PGR) [ST] | — | $1K–$15K | Traded → Filed +25d | ||
| Purchase | V | Visa Inc. (V) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +25d | ||
| Purchase | BRO | Brown & Brown, Inc. Common Stock (BRO) [ST] | — | $1K–$15K | Traded → Filed +25d | ||
| Sale | HWM | Howmet Aerospace Inc. Common Stock (HWM) [ST] | · partial · SP (partial sale, spouse-owned) | $1K–$15K | Traded → Filed +26d | ||
| Sale | HWM | Howmet Aerospace Inc. Common Stock (HWM) [ST] | · partial (partial sale) | $1K–$15K | Traded → Filed +26d | ||
| Purchase | CCL | Carnival Corporation Common Stock (CCL) [ST] | — | $1K–$15K | Traded → Filed +40d | ||
| Purchase | TTD | The Trade Desk, Inc. - Class A Common Stock (TTD) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +40d | ||
| Purchase | FTNT | Fortinet, Inc. - Common Stock (FTNT) [ST] | — | $1K–$15K | Traded → Filed +40d | ||
| Purchase | BRO | Brown & Brown, Inc. Common Stock (BRO) [ST] | — | $1K–$15K | Traded → Filed +40d | ||
| Purchase | CCL | Carnival Corporation Common Stock (CCL) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +40d | ||
| Purchase | PGR | Progressive Corporation (PGR) [ST] | · SP (spouse-owned) | $1K–$15K | Traded → Filed +40d |
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 168 transactions
Filing history
SOURCE REPORTS · FILED ↓Signals
all signals ↗| Ticker | Kind | Filed | Size | Src |
|---|---|---|---|---|
| CDNS | S-2 · First disclosure of a ticker by a memberfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against | 2026-07-15 | $1.0K–$15.0K | |
| ZTS | S-2 · First disclosure of a ticker by a memberfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against | 2026-07-15 | $1.0K–$15.0K | |
| MPWR | S-2 · First disclosure of a ticker by a memberfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against | 2026-07-15 | $1.0K–$15.0K |
Filed dates lag the trades
How this is computed
PTRs are filed up to 45 days after the trade (later when late) — at read time the position may have changed or closed; a signal describes a disclosure, never a current holding.
PLANNED annual holdings · 13F overlap
Additional disclosure analysis
Most-disclosed tickers
trailing 24m| Ticker | Trades | Flow range ·§flow range = sum of statutory bucket bounds — an interval, not an estimate of value; derived by Public Filings from the disclosed ranges | Last |
|---|---|---|---|
| TTD | 12 | $12K–$180K§ | 2026-03 |
| BRO | 9 | $9K–$135K§ | 2026-02 |
| CMG | 8 | $8K–$120K§ | 2026-04 |
| PGR | 7 | $7K–$105K§ | 2025-10 |
| FTNT | 6 | $6K–$90K§ | 2025-10 |
| GDDY | 6 | $6K–$90K§ | 2025-03 |
Reporting window
Published 2026-09-14
Trade date and filing date are retained separately. Late and unparseable records stay identified in the data.
Holdings coverage
Annual holdings are not in this view
Periodic transaction reports do not establish a portfolio. Annual holdings and reconciliation require annual financial-disclosure records.
Paper filings — not machine-readable
These filings were submitted on paper. They are retained and counted — they appear in filing totals with zero transaction rows — but their contents are not yet machine-readable, and Public Filings does not hand-transcribe. The archived document is already the record.